| Atlantic Union Bankshares Corp | 0 | $18 | 0.00% | 0 | New |
| Y.D. More Investments Ltd | 84 | $62 | 0.00% | −9−9.7% | Reduced |
| Creekmur Asset Management LLC | 1 | $130 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 1 | $241 | 0.00% | +1 | New |
| Rosenberg Matthew Hamilton | 1 | $245 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $245 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1 | $245 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1 | $246 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $246 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 1 | $246 | 0.00% | +1 | New |
| Brown, Lisle/Cummings, Inc. | 1 | $302 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 2 | $491 | 0.00% | −17−89.5% | Reduced |
| CoreCap Advisors, LLC | 2 | $491 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 2 | $491 | 0.00% | +2 | New |
| Breakwater Investment Management | 2 | $491 | 0.00% | +2 | New |
| Wealth Watch Advisors, INC | 2 | $491 | 0.00% | +2 | New |
| North Capital, Inc. | 2 | $491 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 3 | $736 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $736 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $736 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $736 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $736 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 3 | $736 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $736 | 0.00% | +3 | New |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $981 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 4 | $981 | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 4 | $981 | 0.00% | +4 | New |
| Rossby Financial, LCC | 5 | $1.21K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 5 | $1.23K | 0.00% | −2,608−99.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | 5 | $1.23K | 0.00% | +3+150.0% | Added |
| Bare Financial Services, Inc | 5 | $1.23K | 0.00% | +5 | New |
| Albion Financial Group | 5 | $1.23K | 0.00% | +5 | New |
| Clark Wealth Partners | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $1.47K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 6 | $1.47K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 6 | $1.47K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 6 | $1.47K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 6 | $1.47K | 0.00% | +6 | New |
| ZRC Wealth Management, LLC | 6 | $1.47K | 0.00% | +6 | New |
| IMG Wealth Management, Inc. | 6 | $1.47K | 0.00% | +6 | New |
| Bay Harbor Wealth Management, LLC | 7 | $1.72K | 0.00% | +1+16.7% | Added |
| Crewe Advisors LLC | 7 | $1.72K | 0.00% | −49−87.5% | Reduced |
| HFM Investment Advisors, LLC | 7 | $1.72K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 7 | $1.74K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 8 | $1.96K | 0.00% | +2+33.3% | Added |
| Tortoise Investment Management, LLC | 8 | $1.96K | 0.00% | +4+100.0% | Added |
| Valley National Advisers Inc | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 9 | $2.09K | 0.00% | +1+12.5% | Added |
| Signature Resources Capital Management, LLC | 9 | $2.21K | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 9 | $2.21K | 0.00% | +9 | New |
| Raffa Wealth Management, LLC | 10 | $2.45K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 10 | $2.45K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 10 | $2.45K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10 | $2.45K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 11 | $2.70K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 15 | $3.59K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 15 | $3.68K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 16 | $3.92K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 16 | $3.92K | 0.00% | +16 | New |
| Medallion Wealth Advisors, LLC | 18 | $4.42K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 19 | $4.66K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 20 | $4.91K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 20 | $4.91K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 20 | $4.91K | 0.00% | +2+11.1% | Added |
| Aspect Partners, LLC | 20 | $4.91K | 0.00% | +6+42.9% | Added |
| Marquette Asset Management, LLC | 20 | $4.91K | 0.00% | +20 | New |
| Cranbrook Wealth Management, LLC | 20 | $4.91K | 0.00% | +20 | New |
| DiNuzzo Private Wealth, Inc. | 21 | $4.96K | 0.00% | −1−4.5% | Reduced |
| Harvest Fund Management Co., Ltd | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 23 | $5.00K | 0.00% | +23 | New |
| Howard Hughes Medical Institute | 22 | $5.40K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 27 | $6.62K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 27 | $6.62K | 0.00% | +27 | New |
| Avion Wealth | 29 | $7.00K | 0.00% | +2+7.4% | Added |
| Meeder Asset Management Inc | 30 | $7.36K | 0.00% | −52−63.4% | Reduced |
| Rational Advisors LLC | 30 | $7.36K | 0.00% | −6−16.7% | Reduced |
| HighMark Wealth Management LLC | 30 | $7.36K | 0.00% | +14+87.5% | Added |
| Red Tortoise LLC | 36 | $8.83K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 38 | $9.18K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 38 | $9.32K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 38 | $9.32K | 0.00% | +25+192.3% | Added |
| DT Investment Partners, LLC | 40 | $9.81K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 42 | $10.2K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 44 | $10.8K | 0.00% | +2+4.8% | Added |
| Sound Income Strategies, LLC | 45 | $10.8K | 0.00% | +45 | New |
| Park Square Financial Group, LLC | 46 | $11.3K | 0.05% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 46 | $11.3K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 46 | $11.3K | 0.00% | +2+4.5% | Added |
| JPL Wealth Management, LLC | 46 | $11.3K | 0.00% | +46 | New |
| Richardson Financial Services Inc. | 47 | $11.5K | 0.01% | +8+20.5% | Added |
| Bell Investment Advisors, Inc | 48 | $11.8K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 50 | $12.3K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 50 | $12.3K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 50 | $12.3K | 0.01% | +50 | New |
| SBI Securities Co., Ltd. | 51 | $12.5K | 0.00% | +20+64.5% | Added |
| Barnes Dennig Private Wealth Management LLC | 55 | $13.5K | 0.01% | +55 | New |
| Bank & Trust Co | 56 | $13.7K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 57 | $14.0K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 60 | $14.7K | 0.01% | +15+33.3% | Added |
| St Germain D J Co Inc | 61 | $15.0K | 0.00% | 00.0% | Unchanged |