| Abound Wealth Management | 1 | $370 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $427 | 0.00% | +1 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $551 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $551 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $551 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 1 | $551 | 0.00% | 00.0% | Unchanged |
| Trust Co | 1 | $551 | 0.00% | +1 | New |
| Atlantic Private Wealth, LLC | 1 | $551 | 0.00% | +1 | New |
| 1015 Capital Partners, LLC | 1 | $551 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $552 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $552 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1 | $552 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 1 | $552 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2 | $1.10K | 0.00% | −1−33.3% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2 | $1.10K | 0.00% | +2 | New |
| Cornerstone Financial Management LLC | 2 | $1.10K | 0.00% | +2 | New |
| Basecamp Wealth Advisors LLC | 2 | $1.10K | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 3 | $1.65K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 3 | $1.65K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 3 | $1.65K | 0.00% | +3 | New |
| McGuire Capital Advisors Inc | 3 | $1.65K | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 4 | $2.21K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4 | $2.21K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4 | $2.21K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4 | $2.21K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 4 | $2.21K | 0.00% | +4 | New |
| Marquette Asset Management, LLC | 4 | $2.21K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 4 | $2.21K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 4 | $2.21K | 0.00% | +4 | New |
| Valued Wealth Advisors LLC | 4 | $2.22K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 5 | $2.76K | 0.00% | −4−44.4% | Reduced |
| Bay Harbor Wealth Management, LLC | 5 | $2.76K | 0.00% | +1+25.0% | Added |
| Carolina Wealth Advisors, LLC | 5 | $2.76K | 0.00% | +5 | New |
| CoreCap Advisors, LLC | 5 | $2.76K | 0.00% | +5 | New |
| Addison Advisors LLC | 5 | $2.76K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $2.76K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 6 | $3.31K | 0.00% | +6 | New |
| MTM Investment Management, LLC | 6 | $3.31K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 6 | $3.31K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 6 | $3.31K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6 | $3.31K | 0.00% | +6 | New |
| Accent Capital Management, LLC | 7 | $3.86K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $3.86K | 0.00% | +4+133.3% | Added |
| Crewe Advisors LLC | 7 | $3.86K | 0.00% | +7 | New |
| Mark Sheptoff Financial Planning, LLC | 8 | $4.41K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 8 | $4.41K | 0.00% | +4+100.0% | Added |
| Vermillion & White Wealth Management Group, LLC | 9 | $4.96K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 9 | $4.96K | 0.00% | +9 | New |
| Bare Financial Services, Inc | 10 | $5.51K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $5.51K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 10 | $5.51K | 0.00% | +10 | New |
| Motiv8 Investments LLC | 13 | $7.00K | 0.00% | +13 | New |
| Avion Wealth | 16 | $8.00K | 0.00% | −1−5.9% | Reduced |
| Atlantic Trust, LLC | 15 | $8.27K | 0.00% | 00.0% | Unchanged |
| Navalign, LLC | 16 | $8.83K | 0.00% | +16 | New |
| T. Rowe Price Investment Management, Inc. | 15 | $9.00K | 0.00% | −2−11.8% | Reduced |
| ZRC Wealth Management, LLC | 17 | $9.37K | 0.00% | +3+21.4% | Added |
| Raffa Wealth Management, LLC | 18 | $9.92K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 18 | $9.92K | 0.00% | +6+50.0% | Added |
| ORG Partners LLC | 19 | $10.5K | 0.00% | +15+375.0% | Added |
| Strategic Wealth Partners, Ltd. | 19 | $10.5K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 20 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 20 | $11.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 20 | $11.7K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 22 | $12.1K | 0.01% | −9−29.0% | Reduced |
| Prestige Wealth Management Group LLC | 22 | $12.1K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 22 | $12.1K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 23 | $12.7K | 0.00% | +15+187.5% | Added |
| Robinswood Financial LLC | 24 | $13.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 24 | $13.2K | 0.00% | +24 | New |
| Vision Retirement, LLC | 24 | $13.3K | 0.00% | +24 | New |
| Anchor Investment Management, LLC | 25 | $13.8K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 25 | $13.8K | 0.01% | +25 | New |
| Park Square Financial Group, LLC | 39 | $13.8K | 0.08% | +10+34.5% | Added |
| Private Trust Co NA | 28 | $15.4K | 0.00% | +4+16.7% | Added |
| Financial Network Wealth Advisors LLC | 29 | $16.0K | 0.02% | −8−21.6% | Reduced |
| Dogwood Wealth Management LLC | 29 | $16.0K | 0.01% | +1+3.6% | Added |
| Stone House Investment Management, LLC | 30 | $16.5K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 32 | $17.6K | 0.02% | +32 | New |
| Zions Bancorporation, National Association | 33 | $18.2K | 0.00% | +33 | New |
| Farmers & Merchants Investments Inc | 34 | $18.7K | 0.00% | +1+3.0% | Added |
| MV Capital Management, Inc. | 34 | $18.7K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 36 | $19.8K | 0.00% | +15+71.4% | Added |
| Sound Income Strategies, LLC | 30 | $19.9K | 0.00% | +30 | New |
| Fortitude Family Office, LLC | 39 | $21.5K | 0.01% | +23+143.8% | Added |
| Wellington Grp LLC | 39 | $21.5K | 0.01% | +39 | New |
| Bullock Wealth Management Group | 45 | $24.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 47 | $26.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 48 | $26.5K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 49 | $27.0K | 0.00% | −18−26.9% | Reduced |
| Graney & King, LLC | 50 | $27.6K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 56 | $30.9K | 0.01% | +56 | New |
| JFS Wealth Advisors, LLC | 57 | $31.4K | 0.00% | +12+26.7% | Added |
| First Horizon Corp | 59 | $32.5K | 0.00% | −4−6.3% | Reduced |
| Contravisory Investment Management, Inc. | 61 | $33.6K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 63 | $34.7K | 0.00% | +1+1.6% | Added |
| Parkside Financial Bank & Trust | 66 | $36.4K | 0.00% | +14+26.9% | Added |
| Transamerica Financial Advisors, Inc. | 73 | $40.3K | 0.00% | +15+25.9% | Added |