| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $91 | 0.00% | +1 | New |
| Ronald Blue Trust, Inc. | 3 | $274 | 0.00% | +3 | New |
| Kerr Financial Planning Corp | 4 | $284 | 0.00% | +4 | New |
| Atlantic Union Bankshares Corp | 5 | $457 | 0.00% | +2+66.7% | Added |
| Huntington National Bank | 6 | $548 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $730 | 0.00% | +4+100.0% | Added |
| Legacy Wealth Managment, LLC | 10 | $914 | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 10 | $914 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $914 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 10 | $914 | 0.00% | +10 | New |
| Rialto Wealth Management, LLC | 11 | $1.01K | 0.00% | +4+57.1% | Added |
| DiNuzzo Private Wealth, Inc. | 19 | $1.25K | 0.00% | +2+11.8% | Added |
| Sarver Vrooman Wealth Advisors | 15 | $1.37K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 15 | $1.37K | 0.00% | +15 | New |
| C M Bidwell & Associates Ltd | 19 | $1.74K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 21 | $1.92K | 0.00% | +17+425.0% | Added |
| Cloud Capital Management, LLC | 22 | $2.00K | 0.00% | +22 | New |
| SWAN Capital LLC | 22 | $2.01K | 0.00% | −20−47.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 31 | $2.83K | 0.00% | −17,987−99.8% | Reduced |
| Meeder Asset Management Inc | 31 | $2.83K | 0.00% | +31 | New |
| Avion Wealth | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 35 | $3.20K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 35 | $3.20K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 191 | $3.56K | 0.03% | −201−51.3% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 40 | $3.65K | 0.00% | +40 | New |
| Bellevue Asset Management, LLC | 44 | $4.02K | 0.00% | −83−65.4% | Reduced |
| Stone House Investment Management, LLC | 50 | $4.57K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $4.57K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 50 | $4.57K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $4.57K | 0.00% | +50 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 60 | $5.00K | 0.00% | +60 | New |
| JPL Wealth Management, LLC | 56 | $5.12K | 0.00% | +56 | New |
| True Wealth Design, LLC | 60 | $5.51K | 0.00% | +14+30.4% | Added |
| DecisionPoint Financial, LLC | 67 | $6.23K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 79 | $7.22K | 0.00% | +79 | New |
| Eastern Bank | 84 | $7.67K | 0.00% | +84 | New |
| Creekmur Asset Management LLC | 86 | $7.86K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 97 | $8.86K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 100 | $9.06K | 0.00% | +100 | New |
| Pittenger & Anderson Inc | 100 | $9.14K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 100 | $9.14K | 0.01% | +100 | New |
| First Horizon Corp | 101 | $9.23K | 0.00% | +101 | New |
| UMA Financial Services, Inc. | 101 | $9.23K | 0.00% | +23+29.5% | Added |
| Halbert Hargrove Global Advisors, LLC | 113 | $10.3K | 0.00% | +113 | New |
| Washington Trust Advisors, Inc. | 118 | $10.8K | 0.00% | −218−64.9% | Reduced |
| Wealth Preservation Advisors, LLC | 125 | $11.4K | 0.01% | +25+25.0% | Added |
| Accredited Wealth Management, LLC | 408 | $13.2K | 0.01% | +269+193.5% | Added |
| Farmers & Merchants Investments Inc | 155 | $14.2K | 0.00% | +75+93.8% | Added |
| Barrett & Company, Inc. | 165 | $15.1K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 175 | $16.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 175 | $16.0K | 0.00% | +175 | New |
| Albion Financial Group | 186 | $17.0K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 195 | $17.4K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 190 | $17.4K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 195 | $18.0K | 0.00% | +195 | New |
| HHM Wealth Advisors, LLC | 200 | $18.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 200 | $18.3K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 200 | $18.3K | 0.00% | +200 | New |
| Fortitude Family Office, LLC | 217 | $19.8K | 0.01% | +4+1.9% | Added |
| EverSource Wealth Advisors, LLC | 220 | $20.1K | 0.00% | +40+22.2% | Added |
| Westside Investment Management, Inc. | 225 | $20.6K | 0.00% | −125−35.7% | Reduced |
| Darwin Advisors, LLC | 225 | $20.6K | 0.01% | +100+80.0% | Added |
| SJS Investment Consulting Inc. | 230 | $21.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 240 | $21.9K | 0.00% | −110−31.4% | Reduced |
| Kimelman & Baird, LLC | 250 | $22.8K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 258 | $23.6K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 275 | $25.1K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 286 | $26.1K | 0.01% | +48+20.2% | Added |
| Aspect Partners, LLC | 300 | $27.4K | 0.01% | −250−45.5% | Reduced |
| Ameliora Wealth Management Ltd. | 300 | $27.4K | 0.01% | +300 | New |
| Rise Advisors, LLC | 332 | $30.3K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 346 | $31.6K | 0.02% | +346 | New |
| Caitlin John, LLC | 350 | $32.0K | 0.02% | +350 | New |
| Covestor Ltd | 356 | $33.0K | 0.02% | +49+16.0% | Added |
| Parallel Advisors, LLC | 365 | $33.4K | 0.00% | +38+11.6% | Added |
| Versant Capital Management, Inc | 404 | $36.9K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 406 | $37.1K | 0.00% | +5+1.2% | Added |
| Whittier Trust Co | 390 | $37.5K | 0.00% | +390 | New |
| Principal Securities, Inc. | 424 | $38.7K | 0.00% | +38+9.8% | Added |
| Ci Investments Inc. | 432 | $39.0K | 0.00% | +254+142.7% | Added |
| Medallion Wealth Advisors, LLC | 427 | $39.0K | 0.01% | +355+493.1% | Added |
| SRS Capital Advisors, Inc. | 459 | $41.9K | 0.00% | +364+383.2% | Added |
| Bank of New Hampshire | 478 | $43.7K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 500 | $45.7K | 0.00% | −4,802−90.6% | Reduced |
| Ramirez Asset Management, Inc. | 500 | $45.7K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 500 | $46.0K | 0.00% | +500 | New |
| Uniplan Investment Counsel, Inc. | 508 | $46.4K | 0.00% | −761−60.0% | Reduced |
| Frazier Financial Advisors, LLC | 547 | $50.0K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 514 | $50.7K | 0.00% | +514 | New |
| Neo Ivy Capital Management | 570 | $52.1K | 0.01% | +570 | New |
| Manchester Capital Management LLC | 572 | $52.3K | 0.01% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 600 | $54.8K | 0.00% | +600 | New |
| Public Employees Retirement System of Ohio | 618 | $56.5K | 0.00% | −134−17.8% | Reduced |
| Rothschild Investment LLC | 660 | $60.3K | 0.00% | −60−8.3% | Reduced |
| National Bank of Canada | 675 | $61.7K | 0.00% | −266,943−99.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 750 | $68.5K | 0.01% | +750 | New |
| Ritter Daniher Financial Advisory LLC | 763 | $69.7K | 0.01% | −227−22.9% | Reduced |
| Provenance Wealth Advisors, LLC | 825 | $75.4K | 0.01% | +825 | New |
| TSFG, LLC | 845 | $77.0K | 0.01% | 00.0% | Unchanged |