| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $242 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 1 | $244 | 0.00% | −1−50.0% | Reduced |
| Gilpin Wealth Management, LLC | 1 | $244 | 0.00% | −1−50.0% | Reduced |
| HFM Investment Advisors, LLC | 1 | $244 | 0.00% | −1−50.0% | Reduced |
| Abound Wealth Management | 1 | $244 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $244 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $244 | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1 | $244 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $244 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $244 | 0.00% | +1 | New |
| Buck Wealth Strategies, LLC | 1 | $244 | 0.00% | +1 | New |
| LRI Investments, LLC | 1 | $244 | 0.00% | +1 | New |
| Ankerstar Wealth, LLC | 2 | $487 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $487 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 2 | $488 | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 2 | $491 | 0.00% | +2 | New |
| Plante Moran Financial Advisors, LLC | 3 | $731 | 0.00% | +3 | New |
| Creative Capital Management Investments LLC | 3 | $731 | 0.00% | +3 | New |
| Marquette Asset Management, LLC | 4 | $975 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4 | $975 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 4 | $1.00K | 0.00% | +4 | New |
| Fortitude Family Office, LLC | 5 | $1.22K | 0.00% | −1−16.7% | Reduced |
| Godfrey Financial Associates, Inc. | 5 | $1.22K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 6 | $1.46K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 8 | $1.95K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 8 | $1.95K | 0.00% | +6+300.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 8 | $1.95K | 0.00% | +8 | New |
| Avion Wealth | 11 | $2.00K | 0.00% | −2−15.4% | Reduced |
| SJS Investment Consulting Inc. | 9 | $2.19K | 0.00% | −1−10.0% | Reduced |
| Bell Investment Advisors, Inc | 9 | $2.19K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $2.44K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $2.44K | 0.00% | +4+66.7% | Added |
| Action Point Financial Planning, LLC | 10 | $2.44K | 0.00% | +10 | New |
| MPWM Advisory Solutions, LLC | 11 | $2.68K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 11 | $2.68K | 0.00% | +11 | New |
| Holos Integrated Wealth LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 14 | $3.37K | 0.00% | +9+180.0% | Added |
| CVA Family Office, LLC | 15 | $3.65K | 0.00% | −39−72.2% | Reduced |
| Bogart Wealth, LLC | 16 | $3.90K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 17 | $4.03K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 18 | $4.33K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 18 | $4.39K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 19 | $4.63K | 0.00% | +13+216.7% | Added |
| Altshuler Shaham Ltd | 21 | $5.12K | 0.00% | +3+16.7% | Added |
| Key Financial Inc | 22 | $5.36K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 25 | $6.09K | 0.00% | +2+8.7% | Added |
| Mather Group, LLC. | 26 | $6.33K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 27 | $6.58K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 27 | $6.58K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 30 | $7.31K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 30 | $7.31K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 33 | $8.04K | 0.00% | −50−60.2% | Reduced |
| Keating Financial Advisory Services, Inc. | 33 | $8.04K | 0.00% | +6+22.2% | Added |
| Rocky Mountain Advisers, LLC | 34 | $8.28K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 34 | $8.29K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 36 | $8.77K | 0.00% | −443−92.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 36 | $8.77K | 0.00% | −36−50.0% | Reduced |
| Bare Financial Services, Inc | 39 | $9.50K | 0.00% | +18+85.7% | Added |
| Smithfield Trust Co | 43 | $10.0K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 47 | $11.6K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 48 | $11.7K | 0.00% | −40−45.5% | Reduced |
| Private Wealth Asset Management, LLC | 53 | $12.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 57 | $13.9K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 62 | $15.1K | 0.00% | −8−11.4% | Reduced |
| Farther Finance Advisors, LLC | 71 | $17.3K | 0.00% | +3+4.4% | Added |
| Los Angeles Capital Management LLC | 72 | $17.5K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 72 | $17.5K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 76 | $19.0K | 0.00% | +29+61.7% | Added |
| Salomon & Ludwin, LLC | 80 | $19.3K | 0.00% | −13−14.0% | Reduced |
| Umb Bank N A | 84 | $20.5K | 0.00% | +5+6.3% | Added |
| Rothschild Investment LLC | 84 | $20.5K | 0.00% | +17+25.4% | Added |
| Arlington Trust Co LLC | 90 | $21.9K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 91 | $22.2K | 0.01% | +5+5.8% | Added |
| Kemnay Advisory Services Inc. | 97 | $23.6K | 0.00% | −14−12.6% | Reduced |
| Fourth Dimension Wealth, LLC | 100 | $24.4K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 98 | $24.5K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 106 | $25.8K | 0.01% | +1+1.0% | Added |
| Ronald Blue Trust, Inc. | 110 | $26.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 114 | $27.8K | 0.00% | −2−1.7% | Reduced |
| Optiver Holding B.V. | 114 | $27.8K | 0.00% | +114 | New |
| Public Employees Retirement System of Ohio | 116 | $28.3K | 0.00% | +14+13.7% | Added |
| EverSource Wealth Advisors, LLC | 134 | $32.6K | 0.00% | −85−38.8% | Reduced |
| Trust Co | 168 | $40.9K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 170 | $41.4K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 190 | $46.3K | 0.00% | +190 | New |
| Harbor Investment Advisory, LLC | 200 | $48.7K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 200 | $48.7K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 204 | $49.7K | 0.03% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 206 | $50.2K | 0.00% | +206 | New |
| Signaturefd, LLC | 246 | $59.9K | 0.00% | +68+38.2% | Added |
| Covestor Ltd | 256 | $63.0K | 0.04% | −24−8.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 262 | $63.8K | 0.00% | −33−11.2% | Reduced |
| Simplex Trading, LLC | 283 | $69.0K | 0.00% | +278+5,560.0% | Added |
| HM Payson & Co | 286 | $69.7K | 0.00% | +144+101.4% | Added |
| Larson Financial Group LLC | 323 | $78.7K | 0.00% | −6−1.8% | Reduced |
| New Age Alpha Advisors, LLC | 329 | $80.2K | 0.00% | −9,023−96.5% | Reduced |
| Bangor Savings Bank | 338 | $82.3K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 346 | $84.3K | 0.00% | −12−3.4% | Reduced |
| NBT Bank N A | 350 | $85.3K | 0.01% | 00.0% | Unchanged |