| Old Point Trust & Financial Services N A | 250 | $20.1K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 246 | $19.8K | 0.00% | +109+79.6% | Added |
| Salem Investment Counselors Inc | 225 | $18.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 205 | $16.5K | 0.00% | +6+3.0% | Added |
| Covestor Ltd | 183 | $15.0K | 0.01% | +22+13.7% | Added |
| Steward Partners Investment Advisory, LLC | 181 | $14.6K | 0.00% | −44−19.6% | Reduced |
| Atlas Capital Advisors LLC | 177 | $14.2K | 0.00% | +157+785.0% | Added |
| Rise Advisors, LLC | 176 | $14.2K | 0.01% | +2+1.1% | Added |
| Salomon & Ludwin, LLC | 166 | $13.4K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 163 | $13.1K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 156 | $12.6K | 0.00% | +55+54.5% | Added |
| Capital Performance Advisors LLP | 156 | $12.6K | 0.00% | +156 | New |
| Quarry LP | 155 | $12.5K | 0.00% | +155 | New |
| Carolinas Wealth Consulting LLC | 152 | $12.4K | 0.00% | +5+3.4% | Added |
| BOK Financial Private Wealth, Inc. | 150 | $12.2K | 0.00% | +150 | New |
| Monetary Management Group Inc | 150 | $12.1K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 150 | $12.1K | 0.01% | +50+50.0% | Added |
| Crewe Advisors LLC | 148 | $11.9K | 0.00% | +1+0.7% | Added |
| Geneos Wealth Management Inc. | 116 | $9.33K | 0.00% | +21+22.1% | Added |
| Operose Advisors LLC | 111 | $8.93K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 95 | $8.19K | 0.00% | −38−28.6% | Reduced |
| Meeder Asset Management Inc | 101 | $8.13K | 0.00% | +4+4.1% | Added |
| AllSquare Wealth Management LLC | 100 | $8.05K | 0.00% | +100 | New |
| Painted Porch Advisors LLC | 100 | $8.05K | 0.00% | +100 | New |
| NBC Securities, Inc. | 107 | $8.00K | 0.00% | +1+0.9% | Added |
| Jamison Private Wealth Management, Inc. | 97 | $7.79K | 0.00% | +2+2.1% | Added |
| Farmers & Merchants Investments Inc | 90 | $7.24K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 87 | $7.00K | 0.00% | +29+50.0% | Added |
| Venturi Wealth Management, LLC | 86 | $6.92K | 0.00% | +86 | New |
| Eagle Bay Advisors LLC | 80 | $6.51K | 0.00% | −12−13.0% | Reduced |
| DT Investment Partners, LLC | 78 | $6.28K | 0.00% | +78 | New |
| Anfield Capital Management, LLC | 77 | $6.20K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 73 | $5.90K | 0.00% | +1+1.4% | Added |
| IFP Advisors, Inc | 72 | $5.79K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 70 | $5.64K | 0.00% | +5+7.7% | Added |
| SRS Capital Advisors, Inc. | 69 | $5.55K | 0.00% | +46+200.0% | Added |
| First Financial Corp | 62 | $4.99K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 62 | $4.99K | 0.00% | +62 | New |
| Sachetta, LLC | 60 | $4.84K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 59 | $4.75K | 0.00% | +59 | New |
| True Wealth Design, LLC | 57 | $4.59K | 0.00% | +57 | New |
| Bell Investment Advisors, Inc | 53 | $4.26K | 0.00% | −10−15.9% | Reduced |
| Heritage Wealth Advisors | 52 | $4.18K | 0.00% | +52 | New |
| Tompkins Financial Corp | 50 | $4.02K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 50 | $4.02K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 50 | $4.02K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 47 | $4.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 49 | $3.94K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 49 | $3.94K | 0.00% | +49 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 48 | $3.86K | 0.00% | +14+41.2% | Added |
| Cape Investment Advisory, Inc. | 47 | $3.81K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 41 | $3.30K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 41 | $3.30K | 0.00% | +1+2.5% | Added |
| Princeton Global Asset Management LLC | 40 | $3.22K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 38 | $3.06K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 37 | $3.00K | 0.00% | −15−28.8% | Reduced |
| McMahon Financial Advisors, LLC | 37 | $2.98K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 34 | $2.77K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 34 | $2.74K | 0.00% | +29+580.0% | Added |
| McIlrath & Eck, LLC | 29 | $2.33K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 26 | $2.09K | 0.00% | +25+2,500.0% | Added |
| Raffa Wealth Management, LLC | 25 | $2.01K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 25 | $2.01K | 0.00% | +25 | New |
| Hantz Financial Services, Inc. | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 24 | $1.91K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 23 | $1.85K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 23 | $1.85K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 23 | $1.82K | 0.00% | +10+76.9% | Added |
| Golden State Equity Partners | 20 | $1.61K | 0.00% | +20 | New |
| TFC Financial Management | 18 | $1.45K | 0.00% | +18 | New |
| Versant Capital Management, Inc | 17 | $1.37K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 16 | $1.29K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 16 | $1.29K | 0.00% | +16 | New |
| Core Alternative Capital | 13 | $1.05K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 13 | $1.05K | 0.00% | +13 | New |
| Continuum Advisory, LLC | 11 | $874 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $815 | 0.00% | +10 | New |
| Strengthening Families & Communities, LLC | 10 | $805 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 9 | $750 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $733 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 9 | $725 | 0.00% | +9 | New |
| Quest Partners LLC | 9 | $724 | 0.00% | −48−84.2% | Reduced |
| AdvisorNet Financial, Inc | 8 | $644 | 0.00% | −47−85.5% | Reduced |
| HM Payson & Co | 8 | $644 | 0.00% | +8 | New |
| Chesapeake Asset Management LLC | 5 | $402 | 0.00% | +5 | New |
| Bokf, NA | 4 | $319 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1 | $80 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $80 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Avion Wealth | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 3 | $0 | 0.00% | +3 | New |
| American Century Companies Inc | 0 | $0 | 0.00% | −332,564−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −209,774−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −172,016−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −163,900−100.0% | Sold out |
| Nan Fung Trinity (HK) Ltd | 0 | $0 | 0.00% | −158,200−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −105,000−100.0% | Sold out |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −76,800−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −44,392−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −42,840−100.0% | Sold out |