| Clean Yield Group | 0 | $1.16K | 0.00% | −60−100.0% | Reduced |
| Ogorek Anthony Joseph | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 1 | $2.35K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 1 | $2.61K | 0.13% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1 | $2.61K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1 | $2.61K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1 | $2.61K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 1 | $2.61K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 1 | $2.61K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 1 | $2.61K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1 | $2.61K | 0.00% | +1 | New |
| Nemes Rush Group LLC | 1 | $2.61K | 0.00% | +1 | New |
| Bare Financial Services, Inc | 1 | $2.61K | 0.00% | +1 | New |
| Kestra Investment Management, LLC | 2 | $3.90K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2 | $4.94K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 2 | $5.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 2 | $5.00K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 2 | $5.00K | 0.00% | −1−33.3% | Reduced |
| Westside Investment Management, Inc. | 2 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2 | $5.23K | 0.00% | −8−80.0% | Reduced |
| Channing Global Advisors, LLC | 2 | $5.23K | 0.00% | −1−33.3% | Reduced |
| Delta Asset Management LLC | 2 | $5.23K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 2 | $5.23K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 2 | $5.23K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $5.23K | 0.00% | +1+100.0% | Added |
| Webster Bank, N. A. | 2 | $5.23K | 0.00% | +2 | New |
| Princeton Global Asset Management LLC | 2 | $5.23K | 0.00% | +2 | New |
| MTM Investment Management, LLC | 2 | $5.23K | 0.00% | +2 | New |
| Talon Private Wealth, LLC | 2 | $5.23K | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $5.23K | 0.00% | +2 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $5.23K | 0.00% | +2 | New |
| Kilter Group LLC | 2 | $5.23K | 0.00% | +2 | New |
| South State Corp. | 3 | $7.84K | 0.00% | −18−85.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 3 | $7.84K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 3 | $7.84K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 3 | $7.84K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 3 | $7.84K | 0.00% | +3 | New |
| Total Investment Management Inc | 3 | $7.84K | 0.00% | +3 | New |
| Colonial Trust Co | 4 | $9.61K | 0.00% | +1+33.3% | Added |
| Dogwood Wealth Management LLC | 4 | $9.91K | 0.00% | +1+33.3% | Added |
| Roble, Belko & Company, Inc | 4 | $10.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 4 | $10.5K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 4 | $10.5K | 0.00% | −1−20.0% | Reduced |
| Sierra Ocean, LLC | 4 | $10.5K | 0.01% | −1−20.0% | Reduced |
| HHM Wealth Advisors, LLC | 4 | $10.5K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 4 | $10.5K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 4 | $10.5K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 4 | $10.5K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 4 | $10.5K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 4 | $10.5K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 4 | $10.5K | 0.00% | +4 | New |
| Legacy Investment Solutions, LLC | 4 | $10.5K | 0.01% | +4 | New |
| Washington Trust Advisors, Inc. | 5 | $11.9K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 5 | $13.1K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 5 | $13.1K | 0.00% | +3+150.0% | Added |
| Aspect Partners, LLC | 5 | $13.1K | 0.01% | +4+400.0% | Added |
| Putney Financial Group LLC | 5 | $13.1K | 0.01% | +5 | New |
| Armstrong Advisory Group, Inc | 5 | $13.1K | 0.00% | −30−85.7% | Reduced |
| Manchester Capital Management LLC | 5 | $13.1K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 5 | $13.1K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 5 | $13.1K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 5 | $13.1K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 5 | $13.1K | 0.00% | +5 | New |
| Moisand Fitzgerald Tamayo, LLC | 6 | $15.7K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 6 | $15.7K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 6 | $15.7K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 6 | $15.7K | 0.04% | +6 | New |
| Park Place Capital Corp | 7 | $17.5K | 0.00% | −1−12.5% | Reduced |
| TSFG, LLC | 7 | $18.0K | 0.00% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 7 | $18.2K | 0.00% | −5,554−99.9% | Reduced |
| Trust Co of Vermont | 7 | $18.3K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 7 | $18.3K | 0.01% | +1+16.7% | Added |
| Valued Wealth Advisors LLC | 7 | $18.3K | 0.01% | −2−22.2% | Reduced |
| Quaker Wealth Management, LLC | 7 | $18.3K | 0.01% | +7 | New |
| Hemington Wealth Management | 8 | $20.0K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 8 | $20.0K | 0.01% | +8 | New |
| Brown, Lisle/Cummings, Inc. | 8 | $20.9K | 0.01% | −8−50.0% | Reduced |
| Bayforest Capital Ltd | 8 | $20.9K | 0.01% | −4−33.3% | Reduced |
| Morse Asset Management, Inc | 8 | $20.9K | 0.00% | −2−20.0% | Reduced |
| Fortitude Family Office, LLC | 8 | $20.9K | 0.01% | −1−11.1% | Reduced |
| Turim 21 Investimentos Ltda. | 8 | $20.9K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 8 | $20.9K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 8 | $20.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 8 | $20.9K | 0.00% | +8 | New |
| Pin Oak Investment Advisors Inc | 11 | $21.0K | 0.02% | 00.0% | Unchanged |
| EMC Capital Management | 8 | $21.0K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 9 | $23.5K | 0.01% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 9 | $24.0K | 0.00% | −2−18.2% | Reduced |
| Fairscale Capital, LLC | 11 | $26.1K | 0.02% | +11 | New |
| Berkshire Capital Holdings Inc | 10 | $26.1K | 0.01% | −4,810−99.8% | Reduced |
| Dunhill Financial, LLC | 10 | $26.1K | 0.01% | −14−58.3% | Reduced |
| McIlrath & Eck, LLC | 10 | $26.1K | 0.00% | −9−47.4% | Reduced |
| Heritage Wealth Advisors | 10 | $26.1K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 10 | $26.1K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 10 | $26.1K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 10 | $26.1K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 10 | $26.1K | 0.01% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 10 | $26.1K | 0.02% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 10 | $26.1K | 0.01% | +6+150.0% | Added |
| Darwin Advisors, LLC | 11 | $28.7K | 0.01% | +10+1,000.0% | Added |