| Abound Wealth Management | 1 | $344 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $490 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1 | $491 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1 | $491 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $491 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $491 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1 | $491 | 0.00% | +1 | New |
| Financial Consulate, Inc | 1 | $491 | 0.00% | +1 | New |
| Cassaday & Co Wealth Management LLC | 1 | $491 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $491 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $491 | 0.00% | +1 | New |
| Portus Wealth Advisors, LLC | 1 | $491 | 0.00% | +1 | New |
| Nvest Wealth Strategies, Inc. | 1 | $491 | 0.00% | +1 | New |
| Signature Equity Partners, LLC | 1 | $491 | 0.00% | +1 | New |
| Cornerstone Financial Management LLC | 1 | $491 | 0.00% | +1 | New |
| Investors Portfolio Services LLC | 2 | $964 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $981 | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 2 | $981 | 0.00% | +1+100.0% | Added |
| South State Corp. | 2 | $982 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2 | $982 | 0.00% | +2 | New |
| Synergy Investment Management, LLC | 2 | $982 | 0.00% | +2 | New |
| Bruce G. Allen Investments, LLC | 3 | $1.47K | 0.00% | −1−25.0% | Reduced |
| HFM Investment Advisors, LLC | 3 | $1.47K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3 | $1.47K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 3 | $1.47K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 3 | $1.47K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 3 | $1.47K | 0.00% | +3 | New |
| Private Wealth Management Group, LLC | 4 | $1.96K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 4 | $1.96K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 4 | $1.96K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 4 | $1.96K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 4 | $1.96K | 0.00% | +1+33.3% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 5 | $2.45K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 5 | $2.45K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 5 | $2.45K | 0.00% | +5 | New |
| Y.D. More Investments Ltd | 1,834 | $2.84K | 0.00% | −24−1.3% | Reduced |
| North Star Investment Management Corp. | 6 | $2.94K | 0.00% | +5+500.0% | Added |
| Prestige Wealth Management Group LLC | 6 | $2.94K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 6 | $2.94K | 0.00% | +2+50.0% | Added |
| POM Investment Strategies, LLC | 6 | $2.96K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 7 | $3.44K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 7 | $3.44K | 0.00% | +1+16.7% | Added |
| Sound Income Strategies, LLC | 7 | $3.52K | 0.00% | −2−22.2% | Reduced |
| RMG Wealth Management LLC | 8 | $3.92K | 0.00% | +8 | New |
| UMA Financial Services, Inc. | 8 | $3.93K | 0.00% | −1−11.1% | Reduced |
| Kilter Group LLC | 8 | $3.93K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 8 | $3.93K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 8 | $3.93K | 0.00% | +4+100.0% | Added |
| Avion Wealth | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 9 | $4.42K | 0.00% | −70−88.6% | Reduced |
| True Wealth Design, LLC | 9 | $4.42K | 0.00% | +1+12.5% | Added |
| Golden State Equity Partners | 9 | $4.42K | 0.00% | +9 | New |
| Bay Harbor Wealth Management, LLC | 10 | $4.91K | 0.00% | +3+42.9% | Added |
| Sachetta, LLC | 10 | $4.91K | 0.00% | +6+150.0% | Added |
| Fairman Group, LLC | 11 | $5.40K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 11 | $5.40K | 0.00% | +11 | New |
| Highline Wealth Partners LLC | 12 | $5.89K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 12 | $5.89K | 0.00% | +12 | New |
| Scarborough Advisors, LLC | 12 | $5.89K | 0.00% | +12 | New |
| MJT & Associates Financial Advisory Group, Inc. | 12 | $5.89K | 0.00% | +12 | New |
| Cornerstone Planning Group LLC | 13 | $6.16K | 0.00% | +2+18.2% | Added |
| SHP Wealth Management | 13 | $6.26K | 0.00% | +8+160.0% | Added |
| DiNuzzo Private Wealth, Inc. | 13 | $6.38K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 13 | $6.38K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 13 | $6.38K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 13 | $6.38K | 0.00% | +5+62.5% | Added |
| Ares Financial Consulting, LLC | 13 | $6.50K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 13 | $6.71K | 0.00% | +6+85.7% | Added |
| Raffa Wealth Management, LLC | 14 | $6.87K | 0.00% | +1+7.7% | Added |
| LGT Financial Advisors LLC | 15 | $7.24K | 0.04% | 00.0% | Unchanged |
| Webster Bank, N. A. | 15 | $7.36K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 15 | $7.36K | 0.00% | +15 | New |
| Armstrong Advisory Group, Inc | 15 | $7.36K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $7.36K | 0.00% | +5+50.0% | Added |
| Rossby Financial, LCC | 15 | $7.51K | 0.00% | +11+275.0% | Added |
| Torren Management, LLC | 16 | $7.85K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 18 | $8.83K | 0.00% | +17+1,700.0% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 18 | $8.83K | 0.00% | +18 | New |
| High Note Wealth, LLC | 19 | $9.32K | 0.00% | +3+18.8% | Added |
| Signature Resources Capital Management, LLC | 19 | $9.32K | 0.00% | +19 | New |
| Ritter Daniher Financial Advisory LLC | 19 | $9.32K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 20 | $9.81K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 21 | $10.3K | 0.00% | +21 | New |
| Glen Eagle Advisors, LLC | 22 | $10.6K | 0.00% | −45−67.2% | Reduced |
| Activest Wealth Management | 22 | $10.8K | 0.00% | −14−38.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 22 | $10.8K | 0.00% | +5+29.4% | Added |
| WPG Advisers, LLC | 23 | $11.3K | 0.01% | −1−4.2% | Reduced |
| Country Trust Bank | 23 | $11.3K | 0.00% | +23 | New |
| Salomon & Ludwin, LLC | 23 | $11.4K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 24 | $11.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 24 | $11.8K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 24 | $11.8K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 24 | $11.8K | 0.00% | +1+4.3% | Added |
| J.Safra Asset Management Corp | 25 | $12.3K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 25 | $12.3K | 0.00% | +5+25.0% | Added |
| Intentional Wealth Strategies, LLC | 25 | $12.3K | 0.01% | +25 | New |
| Holos Integrated Wealth LLC | 25 | $12.5K | 0.01% | 00.0% | Unchanged |
| Joseph Group Capital Management | 26 | $12.8K | 0.00% | +26 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 26 | $12.8K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 27 | $13.3K | 0.00% | 00.0% | Unchanged |