| Capital Advisors, Ltd. LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1 | $17 | 0.00% | +1 | New |
| City State Bank | 2 | $34 | 0.00% | +2 | New |
| Atlantic Union Bankshares Corp | 4 | $68 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4 | $68 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 6 | $119 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 9 | $151 | 0.00% | −8−47.1% | Reduced |
| Fairman Group, LLC | 10 | $168 | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 1 | $185 | 0.00% | −7−87.5% | Reduced |
| Alerus Financial NA | 12 | $202 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $202 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 13 | $219 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 15 | $252 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 15 | $253 | 0.00% | −11−42.3% | Reduced |
| Boreal Capital Management LLC | 19 | $320 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 20 | $336 | 0.00% | +2+11.1% | Added |
| HFM Investment Advisors, LLC | 20 | $337 | 0.00% | −2−9.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 23 | $387 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 24 | $404 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 25 | $421 | 0.00% | −5−16.7% | Reduced |
| Bell Investment Advisors, Inc | 25 | $421 | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 23 | $421 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 28 | $472 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 30 | $505 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 30 | $543 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 35 | $590 | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 38 | $640 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 39 | $656 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 40 | $674 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 41 | $690 | 0.00% | −16−28.1% | Reduced |
| Quent Capital, LLC | 41 | $690 | 0.00% | +41 | New |
| Vermillion Wealth Management, Inc. | 46 | $774 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 46 | $775 | 0.00% | −6−11.5% | Reduced |
| Anchor Investment Management, LLC | 50 | $842 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 50 | $842 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 49 | $885 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 53 | $892 | 0.00% | +53 | New |
| Advisory Services Network, LLC | 53 | $892 | 0.00% | +53 | New |
| Red Tortoise LLC | 57 | $959 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 53 | $970 | 0.00% | +5+10.4% | Added |
| Picton Mahoney Asset Management | 61 | $1.00K | 0.00% | −6,980−99.1% | Reduced |
| Cloud Capital Management, LLC | 64 | $1.00K | 0.00% | +64 | New |
| Rialto Wealth Management, LLC | 60 | $1.01K | 0.00% | +5+9.1% | Added |
| Millstone Evans Group, LLC | 63 | $1.06K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 63 | $1.06K | 0.00% | +63 | New |
| MV Capital Management, Inc. | 66 | $1.11K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 72 | $1.21K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 81 | $1.36K | 0.00% | +81 | New |
| Financial Consulate, Inc | 84 | $1.41K | 0.00% | +84 | New |
| Versant Capital Management, Inc | 86 | $1.45K | 0.00% | −1,653−95.1% | Reduced |
| Private Trust Co NA | 87 | $1.46K | 0.00% | +87 | New |
| Center for Financial Planning, Inc. | 97 | $1.63K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 97 | $1.63K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 100 | $1.68K | 0.00% | −450−81.8% | Reduced |
| High Note Wealth, LLC | 100 | $1.68K | 0.00% | −161−61.7% | Reduced |
| Tompkins Financial Corp | 100 | $1.68K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 100 | $1.68K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $1.68K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 100 | $1.68K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 101 | $1.70K | 0.00% | −92−47.7% | Reduced |
| NBC Securities, Inc. | 102 | $1.73K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 104 | $1.75K | 0.00% | +64+160.0% | Added |
| Coston, McIsaac & Partners | 148 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 123 | $2.07K | 0.00% | −10−7.5% | Reduced |
| Sachetta, LLC | 125 | $2.10K | 0.00% | +125 | New |
| Washington Trust Advisors, Inc. | 133 | $2.24K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 140 | $2.36K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 143 | $2.41K | 0.00% | −12−7.7% | Reduced |
| Chilton Capital Management LLC | 150 | $2.52K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 150 | $2.52K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 150 | $2.52K | 0.00% | −2,808−94.9% | Reduced |
| Heartwood Wealth Advisors LLC | 150 | $2.52K | 0.00% | +150 | New |
| Harbor Investment Advisory, LLC | 152 | $2.56K | 0.00% | −1−0.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 153 | $2.76K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 169 | $2.84K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 170 | $2.88K | 0.00% | +71+71.7% | Added |
| Salomon & Ludwin, LLC | 166 | $3.00K | 0.00% | +119+253.2% | Added |
| Avion Wealth | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 197 | $3.32K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 200 | $3.37K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 200 | $3.37K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 200 | $3.37K | 0.00% | +200 | New |
| BFSG, LLC | 207 | $3.48K | 0.00% | +207 | New |
| Larson Financial Group LLC | 241 | $4.06K | 0.00% | +201+502.5% | Added |
| Mather Group, LLC. | 270 | $4.54K | 0.00% | +270 | New |
| GWM Advisors LLC | 280 | $4.71K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 287 | $4.83K | 0.00% | +10+3.6% | Added |
| Huntington National Bank | 289 | $4.86K | 0.00% | +7+2.5% | Added |
| Hemington Wealth Management | 300 | $5.00K | 0.00% | −24−7.4% | Reduced |
| Creekmur Asset Management LLC | 304 | $5.12K | 0.00% | +4+1.3% | Added |
| Clearstead Advisors, LLC | 318 | $5.35K | 0.00% | −5−1.5% | Reduced |
| Aventura Private Wealth, LLC | 410 | $6.90K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 420 | $7.07K | 0.00% | +420 | New |
| Principal Securities, Inc. | 442 | $7.44K | 0.00% | +184+71.3% | Added |
| Natixis | 476 | $8.01K | 0.00% | −1,083−69.5% | Reduced |
| Boyd Watterson Asset Management LLC | 511 | $8.60K | 0.00% | −73−12.5% | Reduced |
| Parkside Financial Bank & Trust | 521 | $8.77K | 0.00% | −38−6.8% | Reduced |
| Point72 Europe (London) LLP | 547 | $9.21K | 0.00% | +547 | New |