| South State Corp. | 1 | $120 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $120 | 0.00% | +1 | New |
| Elevated Capital Advisors, LLC | 1 | $120 | 0.00% | +1 | New |
| Atlas Capital Advisors LLC | 2 | $239 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $249 | 0.00% | +2 | New |
| Carolina Wealth Advisors, LLC | 3 | $359 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $360 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $482 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 4 | $486 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 5 | $599 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $599 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $718 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $838 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 7 | $838 | 0.00% | +7 | New |
| Optima Capital LLC | 7 | $844 | 0.00% | +7 | New |
| CWM Advisors, LLC | 9 | $1.07K | 0.00% | +9 | New |
| Bay Harbor Wealth Management, LLC | 9 | $1.08K | 0.00% | +2+28.6% | Added |
| Prestige Wealth Management Group LLC | 9 | $1.08K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 10 | $1.20K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 10 | $1.20K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 11 | $1.37K | 0.00% | +11 | New |
| Rossby Financial, LCC | 12 | $1.44K | 0.00% | −2−14.3% | Reduced |
| Bruce G. Allen Investments, LLC | 12 | $1.44K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $1.45K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 13 | $1.56K | 0.00% | +13 | New |
| Marquette Asset Management, LLC | 14 | $1.68K | 0.00% | −1−6.7% | Reduced |
| Strengthening Families & Communities, LLC | 15 | $1.79K | 0.00% | +14+1,400.0% | Added |
| Cromwell Holdings LLC | 15 | $1.81K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $1.92K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 17 | $2.04K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 17 | $2.04K | 0.00% | +17 | New |
| Torren Management, LLC | 19 | $2.24K | 0.00% | +19 | New |
| SHP Wealth Management | 19 | $2.27K | 0.00% | +19 | New |
| Pinnacle Wealth Planning Services, Inc. | 20 | $2.39K | 0.00% | +20 | New |
| Noble Wealth Management PBC | 21 | $2.51K | 0.00% | +21 | New |
| Rialto Wealth Management, LLC | 22 | $2.63K | 0.00% | +2+10.0% | Added |
| Toronto Dominion Bank | 23 | $2.75K | 0.00% | −84−78.5% | Reduced |
| Sachetta, LLC | 23 | $2.76K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 24 | $2.87K | 0.00% | +24 | New |
| True Wealth Design, LLC | 24 | $2.87K | 0.00% | −3−11.1% | Reduced |
| BFSG, LLC | 25 | $2.99K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 25 | $2.99K | 0.00% | +25 | New |
| Hazlett, Burt & Watson, Inc. | 22 | $3.00K | 0.00% | +22 | New |
| UMA Financial Services, Inc. | 28 | $3.35K | 0.00% | +8+40.0% | Added |
| Caldwell Sutter Capital, Inc. | 30 | $3.59K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 30 | $3.59K | 0.00% | +30 | New |
| Cornerstone Planning Group LLC | 30 | $3.73K | 0.00% | −10−25.0% | Reduced |
| Wealth Preservation Advisors, LLC | 32 | $3.83K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 33 | $3.95K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 36 | $4.00K | 0.00% | +4+12.5% | Added |
| Ritter Daniher Financial Advisory LLC | 34 | $4.07K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 37 | $4.43K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 39 | $4.67K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 40 | $4.79K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 41 | $4.91K | 0.00% | +14+51.9% | Added |
| Albion Financial Group | 45 | $5.39K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 45 | $5.39K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 45 | $5.39K | 0.00% | +45 | New |
| Meeder Asset Management Inc | 46 | $5.50K | 0.00% | −6−11.5% | Reduced |
| 1620 Investment Advisors, Inc. | 47 | $5.63K | 0.00% | −14−23.0% | Reduced |
| Private Wealth Management Group, LLC | 49 | $5.87K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 50 | $5.98K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 50 | $5.98K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 50 | $5.98K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 50 | $5.98K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $5.98K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 49 | $6.00K | 0.00% | −17−25.8% | Reduced |
| Capital Analysts, LLC | 54 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 51 | $6.10K | 0.00% | −3−5.6% | Reduced |
| Hilltop National Bank | 60 | $7.18K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 60 | $7.18K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 60 | $7.18K | 0.00% | +1+1.7% | Added |
| Clark Wealth Partners | 64 | $7.66K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 64 | $7.66K | 0.00% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 66 | $7.90K | 0.01% | +66 | New |
| WPG Advisers, LLC | 68 | $8.14K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 70 | $8.23K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 71 | $8.50K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 71 | $8.50K | 0.00% | +1+1.4% | Added |
| N.E.W. Advisory Services LLC | 72 | $8.62K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 75 | $8.98K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 78 | $9.34K | 0.00% | +75+2,500.0% | Added |
| Battery Global Advisors, LLC | 408 | $9.54K | 0.00% | +408 | New |
| Strategic Wealth Partners, Ltd. | 80 | $9.57K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 82 | $9.81K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 82 | $9.88K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 83 | $9.93K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 87 | $10.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 87 | $10.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 88 | $10.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 92 | $11.0K | 0.00% | +23+33.3% | Added |
| Raffa Wealth Management, LLC | 93 | $11.1K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 93 | $11.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 99 | $11.8K | 0.00% | −1−1.0% | Reduced |
| Global Wealth Strategies & Associates | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 100 | $12.0K | 0.00% | +100 | New |
| Atlantic Trust, LLC | 106 | $12.7K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 107 | $12.8K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 117 | $14.0K | 0.00% | 00.0% | Unchanged |