| Avion Wealth | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 0 | $2 | 0.00% | 0 | Unchanged |
| Curio Wealth, LLC | 1 | $42 | 0.00% | +1 | New |
| Napier Financial, LLC | 1 | $42 | 0.00% | +1 | New |
| WPG Advisers, LLC | 2 | $85 | 0.00% | −8−80.0% | Reduced |
| Legacy Wealth Managment, LLC | 2 | $85 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $85 | 0.00% | +1+100.0% | Added |
| Quaker Wealth Management, LLC | 2 | $85 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 2 | $85 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $85 | 0.00% | +2 | New |
| Onefund, LLC | 3 | $127 | 0.00% | −415−99.3% | Reduced |
| Godfrey Financial Associates, Inc. | 3 | $127 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4 | $169 | 0.00% | −4−50.0% | Reduced |
| Retirement Wealth Solutions LLC | 4 | $170 | 0.00% | +4 | New |
| Tidemark, LLC | 5 | $211 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 5 | $238 | 0.00% | −3−37.5% | Reduced |
| First Horizon Corp | 7 | $296 | 0.00% | −21−75.0% | Reduced |
| HFM Investment Advisors, LLC | 7 | $296 | 0.00% | +2+40.0% | Added |
| MidFirst Bank | 8 | $338 | 0.00% | +2+33.3% | Added |
| ZRC Wealth Management, LLC | 8 | $339 | 0.00% | −43−84.3% | Reduced |
| Clayton Financial Group LLC | 8 | $339 | 0.00% | −16−66.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $380 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 11 | $465 | 0.00% | −351−97.0% | Reduced |
| MV Capital Management, Inc. | 14 | $592 | 0.00% | −48−77.4% | Reduced |
| Fortis Group Advisors, LLC | 15 | $634 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 15 | $634 | 0.00% | +14+1,400.0% | Added |
| Whipplewood Advisors, LLC | 15 | $634 | 0.00% | +15 | New |
| Anfield Capital Management, LLC | 16 | $676 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 18 | $761 | 0.00% | +18 | New |
| Private Wealth Management Group, LLC | 19 | $803 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 19 | $803 | 0.00% | +2+11.8% | Added |
| Bay Harbor Wealth Management, LLC | 20 | $845 | 0.00% | +12+150.0% | Added |
| Plante Moran Financial Advisors, LLC | 21 | $887 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 16 | $1.00K | 0.00% | −152−90.5% | Reduced |
| Capital Analysts, LLC | 33 | $1.00K | 0.00% | −18−35.3% | Reduced |
| Spire Wealth Management | 24 | $1.01K | 0.00% | +8+50.0% | Added |
| Manchester Capital Management LLC | 25 | $1.06K | 0.00% | −17−40.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 25 | $1.06K | 0.00% | +11+78.6% | Added |
| Gilpin Wealth Management, LLC | 25 | $1.06K | 0.00% | +25 | New |
| Sunrise Financial Services, LLC | 26 | $1.10K | 0.00% | +12+85.7% | Added |
| Ankerstar Wealth, LLC | 27 | $1.14K | 0.00% | +27 | New |
| Johnson Financial Group, Inc. | 28 | $1.18K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 29 | $1.23K | 0.00% | −87−75.0% | Reduced |
| Gill Capital Partners, LLC | 30 | $1.27K | 0.00% | +30 | New |
| Vermillion Wealth Management, Inc. | 31 | $1.31K | 0.00% | +10+47.6% | Added |
| RWM Asset Management, LLC | 32 | $1.35K | 0.00% | +32 | New |
| Ares Financial Consulting, LLC | 36 | $1.39K | 0.00% | −55−60.4% | Reduced |
| Morse Asset Management, Inc | 33 | $1.40K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 34 | $1.44K | 0.00% | +34 | New |
| Raffa Wealth Management, LLC | 35 | $1.48K | 0.00% | +3+9.4% | Added |
| Accordant Advisory Group Inc | 41 | $1.73K | 0.00% | +41 | New |
| Hilton Head Capital Partners, LLC | 50 | $2.11K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 51 | $2.15K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 52 | $2.20K | 0.00% | −80−60.6% | Reduced |
| Rocky Mountain Advisers, LLC | 54 | $2.28K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 55 | $2.32K | 0.00% | +55 | New |
| Zions Bancorporation, National Association | 58 | $2.45K | 0.00% | −2,039−97.2% | Reduced |
| Rakuten Securities, Inc. | 58 | $2.45K | 0.00% | −63−52.1% | Reduced |
| TD Waterhouse Canada Inc. | 67 | $2.58K | 0.00% | +67 | New |
| Atlantic Trust, LLC | 62 | $2.62K | 0.00% | +62 | New |
| JFS Wealth Advisors, LLC | 64 | $2.71K | 0.00% | −176−73.3% | Reduced |
| Sound Income Strategies, LLC | 72 | $2.77K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 66 | $2.79K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 66 | $2.79K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 74 | $2.85K | 0.00% | +74 | New |
| Westfuller Advisors, LLC | 71 | $2.98K | 0.00% | −36−33.6% | Reduced |
| TSFG, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 72 | $3.04K | 0.00% | −23,732−99.7% | Reduced |
| Atlantic Union Bankshares Corp | 75 | $3.17K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 77 | $3.25K | 0.00% | −48−38.4% | Reduced |
| Clearstead Advisors, LLC | 77 | $3.25K | 0.00% | −3,024−97.5% | Reduced |
| Salem Investment Counselors Inc | 87 | $3.68K | 0.00% | +87 | New |
| JPL Wealth Management, LLC | 87 | $3.68K | 0.00% | +87 | New |
| Quarry LP | 89 | $3.76K | 0.00% | −455−83.6% | Reduced |
| Coston, McIsaac & Partners | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 97 | $4.10K | 0.00% | −6,567−98.5% | Reduced |
| Fortitude Family Office, LLC | 99 | $4.18K | 0.00% | +55+125.0% | Added |
| Grove Bank & Trust | 100 | $4.23K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 102 | $4.31K | 0.00% | +36+54.5% | Added |
| Activest Wealth Management | 106 | $4.48K | 0.00% | −136−56.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 108 | $4.57K | 0.00% | +108 | New |
| Oakworth Capital, Inc. | 110 | $4.65K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 113 | $4.78K | 0.00% | −5,748−98.1% | Reduced |
| Ronald Blue Trust, Inc. | 114 | $4.82K | 0.00% | +10+9.6% | Added |
| HM Payson & Co | 116 | $4.90K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 119 | $5.03K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 120 | $5.07K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 100 | $5.18K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 125 | $5.28K | 0.00% | +125 | New |
| Steigerwald, Gordon & Koch Inc. | 133 | $5.62K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 141 | $5.96K | 0.00% | +141 | New |
| Pin Oak Investment Advisors Inc | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 133 | $6.00K | 0.00% | +133 | New |
| Capital Advisors, Ltd. LLC | 134 | $6.00K | 0.00% | +134 | New |
| Boyd Watterson Asset Management LLC | 143 | $6.04K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 143 | $6.04K | 0.00% | +143 | New |
| 3 Factor Indexing, LLC | 150 | $6.34K | 0.01% | +150 | New |
| BOK Financial Private Wealth, Inc. | 164 | $6.93K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 173 | $6.95K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 176 | $7.44K | 0.00% | −308−63.6% | Reduced |