| Legacy Wealth Managment, LLC | 1 | $16 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $31 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $47 | 0.00% | −35−92.1% | Reduced |
| PMV Capital Advisers, LLC | 6 | $93 | 0.00% | +6 | New |
| Curio Wealth, LLC | 8 | $126 | 0.00% | +8 | New |
| NVWM, LLC | 10 | $157 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 10 | $164 | 0.00% | −1−9.1% | Reduced |
| Synergy Investment Management, LLC | 13 | $204 | 0.00% | +13 | New |
| Colonial Trust Co | 17 | $267 | 0.00% | −6−26.1% | Reduced |
| WestEnd Advisors, LLC | 20 | $314 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 21 | $330 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 26 | $409 | 0.00% | +18+225.0% | Added |
| Whipplewood Advisors, LLC | 26 | $409 | 0.00% | +26 | New |
| Highline Wealth Partners LLC | 28 | $438 | 0.00% | +1+3.7% | Added |
| Clayton Financial Group LLC | 30 | $472 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 32 | $504 | 0.00% | −22−40.7% | Reduced |
| Rialto Wealth Management, LLC | 33 | $519 | 0.00% | −27−45.0% | Reduced |
| Godfrey Financial Associates, Inc. | 34 | $534 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 34 | $535 | 0.00% | +34 | New |
| Picton Mahoney Asset Management | 35 | $550 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 39 | $613 | 0.00% | 00.0% | Unchanged |
| Hamrick Investment Counsel, llc | 40 | $629 | 0.00% | +40 | New |
| Frazier Financial Advisors, LLC | 40 | $633 | 0.00% | +1+2.6% | Added |
| Caitong International Asset Management Co., Ltd | 43 | $676 | 0.00% | +43 | New |
| Bay Harbor Wealth Management, LLC | 45 | $707 | 0.00% | +33+275.0% | Added |
| Fortis Group Advisors, LLC | 46 | $723 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 47 | $739 | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 51 | $802 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 56 | $881 | 0.00% | +41+273.3% | Added |
| Bruce G. Allen Investments, LLC | 58 | $912 | 0.00% | −248−81.0% | Reduced |
| Dunhill Financial, LLC | 61 | $963 | 0.00% | +34+125.9% | Added |
| Avion Wealth | 114 | $1.00K | 0.00% | −196−63.2% | Reduced |
| Strive Financial Group ,LLC | 46 | $1.00K | 0.00% | −31−40.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 64 | $1.01K | 0.00% | 00.0% | Unchanged |
| Motco | 68 | $1.07K | 0.00% | +68 | New |
| Twin Peaks Wealth Advisors, LLC | 74 | $1.16K | 0.00% | +74 | New |
| UMA Financial Services, Inc. | 76 | $1.20K | 0.00% | −381−83.4% | Reduced |
| Addison Advisors LLC | 80 | $1.26K | 0.00% | −76−48.7% | Reduced |
| TD Capital Management LLC | 80 | $1.26K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 81 | $1.27K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 94 | $1.32K | 0.00% | +94 | New |
| Stone House Investment Management, LLC | 98 | $1.54K | 0.00% | +88+880.0% | Added |
| Kimelman & Baird, LLC | 100 | $1.57K | 0.00% | −6,820−98.6% | Reduced |
| Morse Asset Management, Inc | 100 | $1.57K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 100 | $1.57K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 104 | $1.64K | 0.00% | +104 | New |
| Global Wealth Strategies & Associates | 108 | $1.70K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 110 | $1.73K | 0.00% | +110 | New |
| HM Payson & Co | 115 | $1.80K | 0.00% | +115 | New |
| Mosley Wealth Management | 107 | $1.96K | 0.00% | +107 | New |
| Raffa Wealth Management, LLC | 125 | $1.97K | 0.00% | +4+3.3% | Added |
| Accordant Advisory Group Inc | 125 | $1.97K | 0.00% | +125 | New |
| TSFG, LLC | 102 | $2.00K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 167 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 129 | $2.04K | 0.00% | +129 | New |
| Medallion Wealth Advisors, LLC | 145 | $2.28K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 145 | $2.28K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 152 | $2.39K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 157 | $2.47K | 0.00% | +157 | New |
| JFS Wealth Advisors, LLC | 169 | $2.66K | 0.00% | +88+108.6% | Added |
| Bare Financial Services, Inc | 172 | $2.70K | 0.00% | +112+186.7% | Added |
| Ares Financial Consulting, LLC | 190 | $2.95K | 0.00% | −190−50.0% | Reduced |
| DT Investment Partners, LLC | 190 | $2.99K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 166 | $3.00K | 0.00% | −443−72.7% | Reduced |
| Front Row Advisors LLC | 191 | $3.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 200 | $3.14K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 205 | $3.22K | 0.00% | −1,527−88.2% | Reduced |
| Wall Street Access Asset Management, LLC | 167 | $3.42K | 0.00% | −502−75.0% | Reduced |
| Sachetta, LLC | 220 | $3.46K | 0.00% | −102−31.7% | Reduced |
| Crewe Advisors LLC | 227 | $3.57K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 242 | $3.80K | 0.00% | +139+135.0% | Added |
| WPG Advisers, LLC | 251 | $3.95K | 0.00% | +38+17.8% | Added |
| Lodestone Wealth Management LLC | 255 | $4.00K | 0.00% | +5+2.0% | Added |
| Keating Financial Advisory Services, Inc. | 267 | $4.20K | 0.00% | +220+468.1% | Added |
| Ronald Blue Trust, Inc. | 267 | $4.20K | 0.00% | −267−50.0% | Reduced |
| Anfield Capital Management, LLC | 268 | $4.21K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 278 | $4.37K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 296 | $4.65K | 0.00% | −14−4.5% | Reduced |
| Prudent Man Investment Management, Inc. | 269 | $4.66K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 300 | $4.71K | 0.00% | +300 | New |
| Atlantic Union Bankshares Corp | 300 | $4.72K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 306 | $4.81K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 315 | $4.95K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 328 | $5.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 296 | $5.00K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 320 | $5.03K | 0.00% | +320 | New |
| Atlantic Edge Private Wealth Management, LLC | 333 | $5.24K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 347 | $5.46K | 0.00% | +346+34,600.0% | Added |
| Grove Bank & Trust | 348 | $5.47K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 349 | $5.49K | 0.00% | −100−22.3% | Reduced |
| Basepoint Wealth LLC | 359 | $5.65K | 0.00% | +7+2.0% | Added |
| Capital Analysts, LLC | 377 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 400 | $6.00K | 0.00% | +400 | New |
| Flagship Wealth Advisors, LLC | 300 | $6.14K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 400 | $6.29K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 400 | $6.29K | 0.00% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 400 | $6.29K | 0.00% | +400 | New |
| Aventura Private Wealth, LLC | 403 | $6.33K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 413 | $6.49K | 0.00% | −1,688−80.3% | Reduced |