| Coston, McIsaac & Partners | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $15 | 0.00% | 0 | New |
| Cornerstone Planning Group LLC | 1 | $65 | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 2 | $129 | 0.00% | +2 | New |
| Qube Research & Technologies Ltd | 4 | $258 | 0.00% | +4 | New |
| Pineridge Advisors LLC | 5 | $323 | 0.00% | +5 | New |
| Riggs Asset Managment Co. Inc. | 6 | $388 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 6 | $388 | 0.00% | +6 | New |
| Princeton Global Asset Management LLC | 7 | $452 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 11 | $711 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $775 | 0.00% | −800−98.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 12 | $775 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 12 | $775 | 0.00% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 12 | $775 | 0.00% | +12 | New |
| ClariVest Asset Management LLC | 13 | $841 | 0.00% | +13 | New |
| Johnson Financial Group, Inc. | 13 | $841 | 0.00% | +13 | New |
| Sound Income Strategies, LLC | 14 | $912 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Rakuten Securities, Inc. | 22 | $1.42K | 0.00% | +22 | New |
| Kelly Financial Services LLC | 24 | $1.55K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 25 | $1.62K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 26 | $1.68K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 27 | $1.75K | 0.00% | +5+22.7% | Added |
| Bourgeon Capital Management LLC | 28 | $1.81K | 0.00% | +14+100.0% | Added |
| Versant Capital Management, Inc | 29 | $1.90K | 0.00% | −46−61.3% | Reduced |
| PrairieView Partners, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 32 | $2.07K | 0.00% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 33 | $2.13K | 0.00% | +33 | New |
| Washington Trust Co | 35 | $2.26K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 36 | $2.33K | 0.00% | +36 | New |
| EntryPoint Capital, LLC | 39 | $2.52K | 0.00% | +39 | New |
| Criterion Capital Advisors, LLC | 40 | $2.58K | 0.00% | +40 | New |
| Salomon & Ludwin, LLC | 50 | $2.77K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 48 | $3.10K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 49 | $3.17K | 0.00% | +49 | New |
| City Holding Co | 50 | $3.23K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 50 | $3.23K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 52 | $3.36K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 55 | $3.52K | 0.00% | −5−8.3% | Reduced |
| Fortitude Family Office, LLC | 58 | $3.75K | 0.00% | +58 | New |
| Dunhill Financial, LLC | 60 | $3.88K | 0.00% | +60 | New |
| Insight Financial Services | 61 | $3.94K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 62 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 64 | $4.14K | 0.00% | +20+45.5% | Added |
| Castleview Partners, LLC | 70 | $4.52K | 0.00% | −342−83.0% | Reduced |
| Old Point Trust & Financial Services N A | 73 | $4.72K | 0.00% | +73 | New |
| RFP Financial Group LLC | 73 | $4.72K | 0.00% | +73 | New |
| Macquarie Group Ltd | 85 | $5.00K | 0.00% | +85 | New |
| American Capital Advisory, LLC | 82 | $5.30K | 0.00% | +82 | New |
| Rockbridge Investment Management, LCC | 84 | $5.43K | 0.00% | +84 | New |
| Farmers & Merchants Investments Inc | 85 | $5.49K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 117 | $6.00K | 0.00% | −106−47.5% | Reduced |
| Avion Wealth | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 91 | $6.00K | 0.00% | +12+15.2% | Added |
| Ogorek Anthony Joseph | 100 | $6.00K | 0.00% | +100 | New |
| Carolina Wealth Advisors, LLC | 100 | $6.46K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 100 | $6.46K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 100 | $6.46K | 0.00% | +100 | New |
| Burkett Financial Services, LLC | 100 | $6.46K | 0.00% | +100 | New |
| Baillie Gifford & Co | 101 | $6.53K | 0.00% | +101 | New |
| Gradient Investments LLC | 104 | $6.72K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 105 | $7.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 110 | $7.11K | 0.00% | +19+20.9% | Added |
| North Star Investment Management Corp. | 115 | $7.43K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 118 | $7.63K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 135 | $8.72K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 140 | $9.05K | 0.01% | 00.0% | Unchanged |
| American National Bank | 150 | $9.69K | 0.00% | −150−50.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 150 | $9.69K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 150 | $9.69K | 0.00% | +150 | New |
| Cape Investment Advisory, Inc. | 158 | $10.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 173 | $11.2K | 0.00% | +73+73.0% | Added |
| Toth Financial Advisory Corp | 175 | $11.3K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 175 | $11.3K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 185 | $12.0K | 0.01% | +185 | New |
| Sandy Spring Bank | 195 | $12.6K | 0.00% | +195 | New |
| WealthCollab, LLC | 197 | $12.7K | 0.01% | +197 | New |
| Kelly Lawrence W & Associates Inc | 200 | $12.9K | 0.00% | −1,300−86.7% | Reduced |
| Ancora Advisors, LLC | 200 | $12.9K | 0.00% | +100+100.0% | Added |
| Tortoise Investment Management, LLC | 225 | $14.5K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 225 | $14.5K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 243 | $15.7K | 0.00% | +28+13.0% | Added |
| Archer Investment Corp | 247 | $16.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 259 | $16.7K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 261 | $16.9K | 0.01% | −11,992−97.9% | Reduced |
| Wiser Advisor Group LLC | 268 | $17.3K | 0.03% | +268 | New |
| Sugarloaf Wealth Management, LLC | 280 | $18.1K | 0.00% | +280 | New |
| Tennessee Valley Asset Management Partners | 284 | $18.3K | 0.00% | +284 | New |
| Salem Investment Counselors Inc | 291 | $18.8K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 303 | $19.6K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 310 | $20.0K | 0.00% | −250−44.6% | Reduced |
| Frazier Financial Advisors, LLC | 316 | $20.4K | 0.02% | +316 | New |
| Abound Wealth Management | 327 | $21.1K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 327 | $21.1K | 0.01% | +42+14.7% | Added |
| Atlas Capital Advisors LLC | 385 | $24.9K | 0.00% | −3,017−88.7% | Reduced |
| Logan Capital Management Inc | 400 | $25.8K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 400 | $25.8K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 400 | $25.8K | 0.01% | 00.0% | Unchanged |
