| TFC Financial Management | 1 | $133 | 0.00% | −230−99.6% | Reduced |
| South State Corp. | 1 | $133 | 0.00% | −12−92.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1 | $133 | 0.00% | +1 | New |
| Atlantic Union Bankshares Corp | 2 | $265 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $266 | 0.00% | +2 | New |
| Triumph Capital Management | 3 | $398 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4 | $530 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $530 | 0.00% | +1+33.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4 | $530 | 0.00% | +2+100.0% | Added |
| Vermillion Wealth Management, Inc. | 4 | $530 | 0.00% | +4 | New |
| Highline Wealth Partners LLC | 4 | $530 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 5 | $662 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 7 | $928 | 0.00% | +7 | New |
| Rialto Wealth Management, LLC | 7 | $929 | 0.00% | +2+40.0% | Added |
| Avion Wealth | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 7 | $1.05K | 0.00% | +6+600.0% | Added |
| Raffa Wealth Management, LLC | 8 | $1.06K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 9 | $1.19K | 0.00% | −156−94.5% | Reduced |
| Cromwell Holdings LLC | 9 | $1.19K | 0.00% | +3+50.0% | Added |
| DiNuzzo Private Wealth, Inc. | 10 | $1.33K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 10 | $1.33K | 0.00% | +10 | New |
| Whittier Trust Co of Nevada Inc | 11 | $1.49K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 11 | $1.57K | 0.00% | +11 | New |
| First Command Advisory Services, Inc. | 12 | $1.59K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 13 | $1.72K | 0.00% | +3+30.0% | Added |
| Keating Financial Advisory Services, Inc. | 13 | $1.72K | 0.00% | +4+44.4% | Added |
| Bayban | 13 | $1.72K | 0.00% | +13 | New |
| Bruce G. Allen Investments, LLC | 14 | $1.86K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 14 | $1.86K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 14 | $1.86K | 0.00% | +14 | New |
| Huntington National Bank | 15 | $1.99K | 0.00% | −1−6.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 15 | $1.99K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 16 | $2.12K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 16 | $2.12K | 0.00% | −150−90.4% | Reduced |
| Manchester Capital Management LLC | 16 | $2.12K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 17 | $2.25K | 0.00% | +17 | New |
| IFP Advisors, Inc | 18 | $2.39K | 0.00% | +18 | New |
| Bell Investment Advisors, Inc | 18 | $2.39K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $2.79K | 0.00% | +20+2,000.0% | Added |
| Westfuller Advisors, LLC | 24 | $3.18K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 25 | $3.31K | 0.00% | +25 | New |
| ZRC Wealth Management, LLC | 26 | $3.45K | 0.00% | +19+271.4% | Added |
| JFS Wealth Advisors, LLC | 27 | $3.58K | 0.00% | −9−25.0% | Reduced |
| Cedar Mountain Advisors, LLC | 27 | $3.58K | 0.00% | +27 | New |
| Intentional Wealth Strategies, LLC | 27 | $3.58K | 0.00% | +27 | New |
| Orion Capital Management LLC | 30 | $3.98K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 31 | $4.11K | 0.00% | +15+93.8% | Added |
| Essential Partners LLC | 35 | $4.64K | 0.00% | +11+45.8% | Added |
| Fortitude Family Office, LLC | 38 | $5.04K | 0.00% | +27+245.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 41 | $5.43K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 41 | $5.44K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 42 | $5.57K | 0.00% | −29−40.8% | Reduced |
| Purpose Unlimited Inc. | 44 | $5.83K | 0.00% | +44 | New |
| Farmers & Merchants Investments Inc | 44 | $5.83K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 45 | $5.98K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 35 | $6.02K | 0.00% | +35 | New |
| Rossby Financial, LCC | 47 | $6.24K | 0.00% | +45+2,250.0% | Added |
| Millstone Evans Group, LLC | 50 | $6.63K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 53 | $7.03K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 56 | $7.42K | 0.00% | +8+16.7% | Added |
| Atlantic Trust, LLC | 59 | $7.82K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 60 | $7.96K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 60 | $7.96K | 0.00% | +60 | New |
| Massmutual Trust Co FSB | 61 | $8.09K | 0.00% | −37−37.8% | Reduced |
| Bayforest Capital Ltd | 65 | $8.62K | 0.01% | −603−90.3% | Reduced |
| Spire Wealth Management | 67 | $8.88K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 85 | $11.3K | 0.00% | +33+63.5% | Added |
| Trust Co | 90 | $11.9K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 93 | $12.3K | 0.00% | +93 | New |
| Farther Finance Advisors, LLC | 95 | $12.6K | 0.00% | +11+13.1% | Added |
| Covestor Ltd | 96 | $13.0K | 0.01% | −311−76.4% | Reduced |
| Boreal Capital Management LLC | 99 | $13.1K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 104 | $13.8K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 106 | $14.1K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 108 | $14.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 113 | $14.4K | 0.00% | +19+20.2% | Added |
| Steward Partners Investment Advisory, LLC | 110 | $14.6K | 0.00% | +18+19.6% | Added |
| PFS Partners, LLC | 111 | $14.7K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 112 | $14.8K | 0.00% | +112 | New |
| Old Point Trust & Financial Services N A | 120 | $15.9K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 149 | $19.8K | 0.01% | +2+1.4% | Added |
| McMillan Office, Inc. | 150 | $19.9K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 156 | $20.7K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 157 | $20.8K | 0.01% | +150+2,142.9% | Added |
| Plante Moran Financial Advisors, LLC | 165 | $21.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 171 | $22.7K | 0.00% | −43−20.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 168 | $23.1K | 0.00% | +1+0.6% | Added |
| Bangor Savings Bank | 176 | $23.3K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 177 | $23.5K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 200 | $26.5K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 237 | $31.4K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 261 | $34.6K | 0.00% | +102+64.2% | Added |
| Larson Financial Group LLC | 270 | $35.8K | 0.00% | +75+38.5% | Added |
| Quarry LP | 286 | $37.9K | 0.01% | −254−47.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 302 | $40.0K | 0.00% | +302 | New |
| Abound Wealth Management | 309 | $41.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 315 | $41.8K | 0.00% | +112+55.2% | Added |
| Trust Co of Toledo NA | 328 | $43.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 355 | $47.1K | 0.00% | +2+0.6% | Added |
| EverSource Wealth Advisors, LLC | 366 | $48.5K | 0.00% | +59+19.2% | Added |