| Atlantic Union Bankshares Corp | 1 | $56 | 0.00% | +1 | New |
| TFC Financial Management | 2 | $112 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 3 | $168 | 0.00% | +3 | New |
| LGT Financial Advisors LLC | 3 | $168 | 0.00% | +3 | New |
| Private Wealth Asset Management, LLC | 4 | $224 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4 | $224 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 4 | $224 | 0.00% | +4 | New |
| South State Corp. | 5 | $280 | 0.00% | −120−96.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 6 | $335 | 0.00% | +3+100.0% | Added |
| GPS Wealth Strategies Group, LLC | 8 | $448 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 9 | $504 | 0.00% | +5+125.0% | Added |
| HFM Investment Advisors, LLC | 9 | $504 | 0.00% | +6+200.0% | Added |
| Rothschild Investment LLC | 10 | $560 | 0.00% | +10 | New |
| Hughes Financial Services, LLC | 10 | $620 | 0.00% | +10 | New |
| Financial Management Professionals, Inc. | 12 | $672 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $672 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 14 | $784 | 0.00% | −29−67.4% | Reduced |
| SJS Investment Consulting Inc. | 14 | $784 | 0.00% | −10−41.7% | Reduced |
| Rialto Wealth Management, LLC | 15 | $840 | 0.00% | +15 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 16 | $895 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 16 | $896 | 0.00% | +16 | New |
| Picton Mahoney Asset Management | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 18 | $1.01K | 0.00% | +18 | New |
| Minot DeBlois Advisors LLC | 25 | $1.40K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 27 | $1.51K | 0.00% | +2+8.0% | Added |
| Slocum, Gordon & Co LLP | 29 | $1.62K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 33 | $1.85K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 35 | $1.96K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 35 | $1.96K | 0.00% | +35 | New |
| Global Retirement Partners, LLC | 36 | $2.02K | 0.00% | +36 | New |
| Sachetta, LLC | 40 | $2.24K | 0.00% | +27+207.7% | Added |
| Raleigh Capital Management Inc. | 44 | $2.44K | 0.00% | +7+18.9% | Added |
| Bare Financial Services, Inc | 49 | $2.74K | 0.00% | +49 | New |
| Rakuten Securities, Inc. | 50 | $2.80K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 56 | $3.00K | 0.00% | +8+16.7% | Added |
| Jones Financial Companies LLLP | 56 | $3.13K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 56 | $3.13K | 0.00% | −4−6.7% | Reduced |
| TD Private Client Wealth LLC | 58 | $3.25K | 0.00% | +10+20.8% | Added |
| Bell Investment Advisors, Inc | 62 | $3.47K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 63 | $3.53K | 0.00% | +63 | New |
| High Note Wealth, LLC | 68 | $3.81K | 0.00% | −2−2.9% | Reduced |
| SBI Securities Co., Ltd. | 74 | $4.14K | 0.00% | −2−2.6% | Reduced |
| 1620 Investment Advisors, Inc. | 75 | $4.20K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 79 | $4.42K | 0.00% | +79 | New |
| Bellevue Asset Management, LLC | 85 | $4.76K | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 90 | $5.04K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 94 | $5.26K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 95 | $5.32K | 0.00% | −6−5.9% | Reduced |
| GHP Investment Advisors, Inc. | 100 | $5.60K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 100 | $5.60K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 100 | $5.60K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 100 | $5.60K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 100 | $5.60K | 0.00% | +100 | New |
| Ameritas Advisory Services, LLC | 103 | $5.75K | 0.00% | +103 | New |
| Capital A Wealth Management, LLC | 124 | $6.08K | 0.07% | +124 | New |
| Harbour Investments, Inc. | 121 | $6.77K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 127 | $7.37K | 0.00% | +127 | New |
| Farmers & Merchants Investments Inc | 134 | $7.50K | 0.00% | +7+5.5% | Added |
| Addison Advisors LLC | 150 | $8.40K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 151 | $8.45K | 0.00% | −96−38.9% | Reduced |
| First Horizon Advisors, Inc. | 156 | $8.73K | 0.00% | +82+110.8% | Added |
| Ridgewood Investments LLC | 160 | $8.96K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 176 | $9.00K | 0.00% | +54+44.3% | Added |
| Optimum Investment Advisors | 200 | $11.2K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 200 | $11.2K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 211 | $11.8K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 216 | $12.1K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 224 | $12.5K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 225 | $12.6K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 226 | $12.7K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 279 | $15.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 296 | $16.6K | 0.00% | −3−1.0% | Reduced |
| Evermay Wealth Management LLC | 300 | $16.8K | 0.00% | +300 | New |
| Spire Wealth Management | 303 | $17.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 317 | $17.7K | 0.00% | +39+14.0% | Added |
| Centerpoint Advisors, LLC | 314 | $18.0K | 0.01% | +65+26.1% | Added |
| Robinswood Financial LLC | 322 | $18.1K | 0.01% | +1+0.3% | Added |
| Cullen/Frost Bankers, Inc. | 324 | $18.1K | 0.00% | −37−10.2% | Reduced |
| Rise Advisors, LLC | 359 | $20.1K | 0.01% | +2+0.6% | Added |
| Dogwood Wealth Management LLC | 367 | $20.7K | 0.01% | +367 | New |
| Cornerstone Planning Group LLC | 391 | $21.0K | 0.00% | +1+0.3% | Added |
| Federation des caisses Desjardins du Quebec | 400 | $22.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 411 | $23.0K | 0.00% | +136+49.5% | Added |
| Massmutual Trust Co FSB | 423 | $23.7K | 0.00% | +78+22.6% | Added |
| Parkside Financial Bank & Trust | 443 | $24.8K | 0.00% | −3−0.7% | Reduced |
| Optiver Holding B.V. | 457 | $25.6K | 0.00% | −8−1.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 471 | $26.4K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 500 | $28.0K | 0.02% | −200−28.6% | Reduced |
| Employees Retirement System of Texas | 499 | $28.0K | 0.00% | +499 | New |
| True Wealth Design, LLC | 570 | $31.9K | 0.01% | +478+519.6% | Added |
| Hantz Financial Services, Inc. | 563 | $32.0K | 0.00% | +551+4,591.7% | Added |
| Peoples Financial Services Corp. | 600 | $33.6K | 0.02% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 600 | $33.6K | 0.01% | 00.0% | Unchanged |
| Vega Investment Solutions | 601 | $33.6K | 0.01% | −630−51.2% | Reduced |
| Huntington National Bank | 703 | $39.4K | 0.00% | −30−4.1% | Reduced |
| Nomura Asset Management Co Ltd | 710 | $39.7K | 0.00% | +330+86.8% | Added |
| Brown, Lisle/Cummings, Inc. | 750 | $42.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 776 | $43.4K | 0.00% | +3+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 849 | $47.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 861 | $48.2K | 0.00% | +15+1.8% | Added |