| Atlantic Union Bankshares Corp | 1 | $17 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5 | $160 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 8 | $256 | 0.00% | −1−11.1% | Reduced |
| Kilter Group LLC | 9 | $288 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 10 | $324 | 0.00% | +10 | New |
| UMA Financial Services, Inc. | 15 | $480 | 0.00% | +15 | New |
| Mather Group, LLC. | 16 | $511 | 0.00% | +16 | New |
| Central Trust Co | 16 | $512 | 0.00% | +16 | New |
| Bell Investment Advisors, Inc | 16 | $512 | 0.00% | +16 | New |
| DecisionPoint Financial, LLC | 18 | $572 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 20 | $639 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 22 | $704 | 0.00% | +22 | New |
| Beaird Harris Wealth Management, LLC | 25 | $801 | 0.00% | +25 | New |
| Tidemark, LLC | 25 | $810 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 30 | $959 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 34 | $1.09K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 36 | $1.15K | 0.00% | +36 | New |
| Caitong International Asset Management Co., Ltd | 44 | $1.41K | 0.00% | −4,034−98.9% | Reduced |
| N.E.W. Advisory Services LLC | 44 | $1.41K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 44 | $1.43K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 48 | $1.57K | 0.00% | +48 | New |
| SWAN Capital LLC | 51 | $1.63K | 0.00% | −51−50.0% | Reduced |
| Wealth Preservation Advisors, LLC | 52 | $1.66K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 58 | $1.85K | 0.00% | +1+1.8% | Added |
| Optiver Holding B.V. | 59 | $1.89K | 0.00% | +59 | New |
| First Command Advisory Services, Inc. | 60 | $1.92K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 62 | $1.98K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 90 | $2.00K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 71 | $2.27K | 0.00% | +71 | New |
| Wealth Watch Advisors, INC | 74 | $2.37K | 0.00% | +74 | New |
| Bare Financial Services, Inc | 79 | $2.52K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 82 | $2.62K | 0.00% | +82 | New |
| CVA Family Office, LLC | 83 | $2.65K | 0.00% | −50−37.6% | Reduced |
| LRI Investments, LLC | 96 | $3.07K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 102 | $3.26K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 140 | $4.53K | 0.00% | +140 | New |
| Wolff Wiese Magana LLC | 144 | $4.60K | 0.00% | −34−19.1% | Reduced |
| Roble, Belko & Company, Inc | 154 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 158 | $5.05K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 160 | $5.11K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 162 | $5.18K | 0.00% | +114+237.5% | Added |
| Financial Management Professionals, Inc. | 163 | $5.21K | 0.00% | +163 | New |
| Newbridge Financial Services Group, Inc. | 178 | $5.68K | 0.00% | +3+1.7% | Added |
| Motco | 200 | $6.39K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 200 | $6.39K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 200 | $6.39K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 200 | $6.39K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 210 | $6.71K | 0.00% | +210 | New |
| Country Trust Bank | 211 | $6.74K | 0.00% | +211 | New |
| Brown Brothers Harriman & Co | 227 | $7.25K | 0.00% | +115+102.7% | Added |
| Measured Wealth Private Client Group, LLC | 238 | $7.61K | 0.00% | +238 | New |
| Hantz Financial Services, Inc. | 260 | $8.00K | 0.00% | +260 | New |
| True Wealth Design, LLC | 257 | $8.21K | 0.00% | +146+131.5% | Added |
| Wealthspire Advisors, LLC | 257 | $8.21K | 0.00% | +257 | New |
| Strengthening Families & Communities, LLC | 268 | $8.57K | 0.00% | +268 | New |
| Essential Partners LLC | 286 | $9.14K | 0.00% | +286 | New |
| South State Corp. | 292 | $9.33K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 300 | $9.59K | 0.01% | +300 | New |
| NBC Securities, Inc. | 314 | $10.0K | 0.00% | +22+7.5% | Added |
| First Horizon Corp | 317 | $10.1K | 0.00% | +317 | New |
| Larson Financial Group LLC | 357 | $11.4K | 0.00% | +162+83.1% | Added |
| Highline Wealth Partners LLC | 368 | $11.8K | 0.00% | +217+143.7% | Added |
| Key Financial Inc | 391 | $12.4K | 0.00% | +23+6.3% | Added |
| Heritage Wealth Advisors | 400 | $12.8K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 417 | $13.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 436 | $13.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 440 | $14.1K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 500 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 507 | $16.2K | 0.00% | +405+397.1% | Added |
| Cullen/Frost Bankers, Inc. | 530 | $17.0K | 0.00% | +35+7.1% | Added |
| Signature Resources Capital Management, LLC | 572 | $18.3K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 575 | $18.4K | 0.00% | +575 | New |
| MJT & Associates Financial Advisory Group, Inc. | 576 | $18.4K | 0.01% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 600 | $19.2K | 0.02% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 600 | $19.2K | 0.00% | +600 | New |
| HHM Wealth Advisors, LLC | 620 | $19.8K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 660 | $21.1K | 0.00% | −2,357−78.1% | Reduced |
| Tortoise Investment Management, LLC | 680 | $21.7K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 686 | $21.9K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 716 | $22.9K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 736 | $23.5K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 800 | $25.6K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 865 | $27.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 938 | $30.0K | 0.00% | +80+9.3% | Added |
| Nisa Investment Advisors, LLC | 1,000 | $32.0K | 0.00% | +500+100.0% | Added |
| St. Johns Investment Management Company, LLC | 1,000 | $32.0K | 0.01% | +1,000 | New |
| Coastline Trust Co | 1,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,011 | $32.3K | 0.01% | +1,011 | New |
| Fairscale Capital, LLC | 1,000 | $32.4K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,041 | $33.3K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,088 | $34.8K | 0.01% | +192+21.4% | Added |
| Fifth Third Bancorp | 1,165 | $37.2K | 0.00% | +205+21.4% | Added |
| Huntington National Bank | 1,183 | $37.8K | 0.00% | −277−19.0% | Reduced |
| Delta Asset Management LLC | 1,200 | $38.4K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,220 | $39.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 1,278 | $40.8K | 0.00% | −1,174−47.9% | Reduced |
| Versant Capital Management, Inc | 1,289 | $41.2K | 0.01% | −63−4.7% | Reduced |
| Close Asset Management Ltd | 1,400 | $45.0K | 0.00% | 00.0% | Unchanged |