| Tidemark, LLC | 1 | $166 | 0.00% | +1 | New |
| Arcadia Investment Management Corp | 1 | $167 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $185 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 2 | $332 | 0.00% | −5−71.4% | Reduced |
| Murphy & Mullick Capital Management Corp | 2 | $332 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 2 | $332 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $333 | 0.00% | +1+100.0% | Added |
| 3 Factor Indexing, LLC | 2 | $333 | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 3 | $498 | 0.00% | +3 | New |
| Marquette Asset Management, LLC | 3 | $499 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 3 | $499 | 0.00% | +3 | New |
| 1015 Capital Partners, LLC | 4 | $664 | 0.00% | +2+100.0% | Added |
| Bogart Wealth, LLC | 5 | $830 | 0.00% | −2−28.6% | Reduced |
| Principia Wealth Advisory, LLC | 5 | $830 | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 5 | $830 | 0.00% | +5 | New |
| American Capital Advisory, LLC | 5 | $831 | 0.00% | +1+25.0% | Added |
| Albion Financial Group | 5 | $831 | 0.00% | +5 | New |
| Chilton Capital Management LLC | 5 | $831 | 0.00% | +5 | New |
| Signature Equity Partners, LLC | 5 | $833 | 0.00% | −136−96.5% | Reduced |
| JDM Financial Group LLC | 6 | $996 | 0.00% | +6 | New |
| Synergy Investment Management, LLC | 6 | $996 | 0.00% | +6 | New |
| Financial Consulate, Inc | 6 | $998 | 0.00% | +2+50.0% | Added |
| Avion Wealth | 10 | $1.00K | 0.00% | −137−93.2% | Reduced |
| Abound Wealth Management | 6 | $1.08K | 0.00% | +6 | New |
| South State Corp. | 7 | $1.16K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 8 | $1.31K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 8 | $1.33K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 8 | $1.33K | 0.00% | +2+33.3% | Added |
| Boyd Watterson Asset Management LLC | 9 | $1.50K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $1.50K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 9 | $1.50K | 0.00% | +4+80.0% | Added |
| Vermillion Wealth Management, Inc. | 9 | $1.50K | 0.00% | +9 | New |
| TFC Financial Management | 9 | $1.50K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $1.66K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 10 | $1.66K | 0.00% | +10 | New |
| Strategic Wealth Partners, Ltd. | 10 | $1.70K | 0.00% | +3+42.9% | Added |
| ZRC Wealth Management, LLC | 11 | $1.83K | 0.00% | +4+57.1% | Added |
| Innovative Asset Advisors Group, LLC | 11 | $1.83K | 0.00% | +11 | New |
| SHP Wealth Management | 12 | $1.92K | 0.00% | +3+33.3% | Added |
| Cornerstone Financial Management LLC | 12 | $1.99K | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 13 | $2.16K | 0.00% | −133,243−100.0% | Reduced |
| Kilter Group LLC | 13 | $2.16K | 0.00% | −2−13.3% | Reduced |
| Raffa Wealth Management, LLC | 13 | $2.16K | 0.00% | +2+18.2% | Added |
| Arlington Trust Co LLC | 13 | $2.16K | 0.00% | +13 | New |
| Basepoint Wealth LLC | 13 | $2.22K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 14 | $2.33K | 0.00% | +14 | New |
| UMA Financial Services, Inc. | 15 | $2.49K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 15 | $2.53K | 0.00% | +2+15.4% | Added |
| Grove Bank & Trust | 16 | $2.66K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 17 | $2.82K | 0.00% | +10+142.9% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 17 | $2.82K | 0.00% | −11−39.3% | Reduced |
| Triumph Capital Management | 17 | $2.83K | 0.00% | +17 | New |
| Leonteq Securities AG | 18 | $2.99K | 0.00% | −7−28.0% | Reduced |
| North Star Investment Management Corp. | 18 | $2.99K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 18 | $2.99K | 0.00% | −2,426−99.3% | Reduced |
| Clear Street Markets LLC | 19 | $3.15K | 0.00% | −457−96.0% | Reduced |
| Sunbelt Securities, Inc. | 20 | $3.32K | 0.00% | +20 | New |
| DiNuzzo Private Wealth, Inc. | 20 | $3.32K | 0.00% | +1+5.3% | Added |
| First Pacific Financial | 21 | $3.49K | 0.00% | +21 | New |
| IMA Wealth, Inc. | 22 | $3.67K | 0.00% | −11−33.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 22 | $3.67K | 0.00% | +9+69.2% | Added |
| TD Capital Management LLC | 23 | $3.82K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 23 | $3.82K | 0.00% | +9+64.3% | Added |
| Torren Management, LLC | 23 | $3.87K | 0.00% | −12−34.3% | Reduced |
| Raleigh Capital Management Inc. | 24 | $3.99K | 0.00% | −59−71.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 26 | $4.19K | 0.00% | +3+13.0% | Added |
| HHM Wealth Advisors, LLC | 27 | $4.43K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 27 | $4.48K | 0.00% | +7+35.0% | Added |
| MV Capital Management, Inc. | 28 | $4.65K | 0.00% | +1+3.7% | Added |
| Wealth Preservation Advisors, LLC | 28 | $4.65K | 0.00% | +10+55.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 28 | $4.66K | 0.00% | +19+211.1% | Added |
| Atlas Capital Advisors LLC | 29 | $4.82K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 31 | $5.15K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 32 | $5.31K | 0.00% | +32 | New |
| American National Bank | 35 | $5.81K | 0.00% | +32+1,066.7% | Added |
| Sachetta, LLC | 35 | $5.81K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 42 | $6.97K | 0.13% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 47 | $7.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 45 | $7.61K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 47 | $7.80K | 0.00% | −9−16.1% | Reduced |
| Kemnay Advisory Services Inc. | 47 | $7.80K | 0.00% | +47 | New |
| True Wealth Design, LLC | 49 | $8.14K | 0.00% | +29+145.0% | Added |
| Cedar Mountain Advisors, LLC | 54 | $8.97K | 0.00% | +54 | New |
| Prestige Wealth Management Group LLC | 56 | $9.34K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 57 | $9.50K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 59 | $9.80K | 0.00% | −5−7.8% | Reduced |
| Bruce G. Allen Investments, LLC | 59 | $9.80K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 61 | $10.1K | 0.00% | +15+32.6% | Added |
| Clearstead Advisors, LLC | 67 | $11.1K | 0.00% | −458−87.2% | Reduced |
| NBC Securities, Inc. | 69 | $11.5K | 0.00% | −7−9.2% | Reduced |
| Kerr Financial Planning Corp | 64 | $12.0K | 0.01% | −9−12.3% | Reduced |
| BFSG, LLC | 75 | $12.5K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 77 | $12.8K | 0.00% | +3+4.1% | Added |
| GW&K Investment Management, LLC | 80 | $13.0K | 0.00% | +2+2.6% | Added |
| Farmers & Merchants Investments Inc | 87 | $14.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 89 | $14.8K | 0.00% | +47+111.9% | Added |
| Twin Peaks Wealth Advisors, LLC | 97 | $16.1K | 0.00% | +97 | New |
| Intentional Wealth Strategies, LLC | 99 | $16.4K | 0.02% | +99 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $16.7K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 105 | $17.6K | 0.00% | 00.0% | Unchanged |