| Atlantic Union Bankshares Corp | 1 | $249 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $250 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $250 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $250 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $498 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $499 | 0.00% | +1+100.0% | Added |
| Financial Management Professionals, Inc. | 2 | $500 | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 2 | $566 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 3 | $747 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 3 | $747 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 3 | $747 | 0.00% | +1+50.0% | Added |
| Rakuten Securities, Inc. | 3 | $747 | 0.00% | +2+200.0% | Added |
| Financial Consulate, Inc | 3 | $748 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $750 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3 | $750 | 0.00% | +3 | New |
| Raleigh Capital Management Inc. | 3 | $825 | 0.00% | −1−25.0% | Reduced |
| TD Private Client Wealth LLC | 4 | $996 | 0.00% | +4 | New |
| Vermillion Wealth Management, Inc. | 4 | $996 | 0.00% | +4 | New |
| CX Institutional | 6 | $1.00K | 0.00% | −3−33.3% | Reduced |
| Atlas Capital Advisors LLC | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $1.25K | 0.00% | +2+66.7% | Added |
| Park Place Capital Corp | 6 | $1.49K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 6 | $1.49K | 0.00% | +3+100.0% | Added |
| First Horizon Corp | 6 | $1.49K | 0.00% | +6 | New |
| Whipplewood Advisors, LLC | 6 | $1.49K | 0.00% | +6 | New |
| Sachetta, LLC | 6 | $1.50K | 0.00% | +2+50.0% | Added |
| Cromwell Holdings LLC | 6 | $1.50K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 7 | $1.74K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 7 | $1.74K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 7 | $1.74K | 0.00% | +7 | New |
| MV Capital Management, Inc. | 8 | $1.99K | 0.00% | +1+14.3% | Added |
| Avion Wealth | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $2.24K | 0.00% | +3+50.0% | Added |
| South State Corp. | 9 | $2.24K | 0.00% | −21−70.0% | Reduced |
| Golden State Wealth Management, LLC | 9 | $2.24K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 9 | $2.24K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 9 | $2.24K | 0.00% | +1+12.5% | Added |
| CoreCap Advisors, LLC | 9 | $2.24K | 0.00% | +1+12.5% | Added |
| Rialto Wealth Management, LLC | 9 | $2.24K | 0.00% | +4+80.0% | Added |
| Raffa Wealth Management, LLC | 10 | $2.49K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 10 | $2.49K | 0.00% | +10 | New |
| Dunhill Financial, LLC | 10 | $2.52K | 0.00% | +9+900.0% | Added |
| McGuire Capital Advisors Inc | 11 | $2.74K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 11 | $2.75K | 0.00% | +11 | New |
| Altshuler Shaham Ltd | 15 | $3.74K | 0.00% | −2−11.8% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 15 | $3.74K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 16 | $3.98K | 0.00% | +16 | New |
| Fairman Group, LLC | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 17 | $4.23K | 0.00% | +17 | New |
| MJT & Associates Financial Advisory Group, Inc. | 18 | $4.48K | 0.00% | −6−25.0% | Reduced |
| Cornerstone Planning Group LLC | 20 | $5.10K | 0.00% | +10+100.0% | Added |
| Caitlin John, LLC | 21 | $5.31K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 22 | $5.48K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 22 | $5.48K | 0.00% | +1+4.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 23 | $5.73K | 0.00% | +2+9.5% | Added |
| Chesapeake Asset Management LLC | 24 | $5.98K | 0.00% | +24 | New |
| Southern Michigan Bank & Trust | 25 | $6.23K | 0.00% | +25 | New |
| Princeton Global Asset Management LLC | 26 | $6.36K | 0.00% | −25−49.0% | Reduced |
| Montag A & Associates Inc | 27 | $6.75K | 0.00% | 00.0% | Unchanged |
| Sapience Investments, LLC | 28 | $6.97K | 0.90% | −2,114−98.7% | Reduced |
| Oakworth Capital, Inc. | 28 | $6.97K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 28 | $6.97K | 0.00% | +2+7.7% | Added |
| CVA Family Office, LLC | 28 | $6.97K | 0.00% | +28 | New |
| Sunbelt Securities, Inc. | 29 | $7.22K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 29 | $7.22K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 29 | $7.22K | 0.00% | +15+107.1% | Added |
| Albion Financial Group | 29 | $7.22K | 0.00% | +6+26.1% | Added |
| Dogwood Wealth Management LLC | 30 | $7.47K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 31 | $7.72K | 0.00% | +29+1,450.0% | Added |
| JPL Wealth Management, LLC | 31 | $7.72K | 0.00% | +31 | New |
| Bare Financial Services, Inc | 33 | $8.22K | 0.00% | +2+6.5% | Added |
| Financial Network Wealth Advisors LLC | 36 | $8.97K | 0.01% | +30+500.0% | Added |
| Atlantic Trust, LLC | 38 | $9.47K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 39 | $9.74K | 0.00% | +21+116.7% | Added |
| Webster Bank, N. A. | 40 | $9.96K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 40 | $9.96K | 0.00% | +40 | New |
| Clean Yield Group | 41 | $10.2K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 41 | $10.2K | 0.01% | +41 | New |
| Pflug Koory, LLC | 45 | $11.2K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 46 | $11.5K | 0.00% | +46 | New |
| Brown Brothers Harriman & Co | 47 | $11.7K | 0.00% | −9−16.1% | Reduced |
| Farmers & Merchants Investments Inc | 48 | $12.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 50 | $12.5K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 53 | $13.2K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 54 | $13.4K | 0.00% | +4+8.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 55 | $13.7K | 0.00% | +55 | New |
| Clark Wealth Partners | 56 | $13.9K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 59 | $14.7K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 59 | $14.7K | 0.01% | +25+73.5% | Added |
| RWM Asset Management, LLC | 70 | $17.4K | 0.00% | +70 | New |
| Community Financial Services Group, LLC | 74 | $18.5K | 0.00% | +74 | New |
| Wall Street Access Asset Management, LLC | 90 | $18.7K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 75 | $18.7K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 75 | $19.0K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 85 | $21.2K | 0.00% | +11+14.9% | Added |
| Activest Wealth Management | 89 | $22.2K | 0.00% | +1+1.1% | Added |
| Community Bank, N.A. | 91 | $22.7K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 96 | $23.9K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 97 | $24.2K | 0.01% | +1+1.0% | Added |