| Capital Advisors, Ltd. LLC | 20 | $0 | 0.00% | −837−97.7% | Reduced |
| Avion Wealth | 46 | $0 | 0.00% | −91−66.4% | Reduced |
| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| Measured Wealth Private Client Group, LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Strive Financial Group ,LLC | 2 | $22 | 0.00% | −1,100−99.8% | Reduced |
| TFC Financial Management | 2 | $22 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $24 | 0.00% | +2 | New |
| ROSS\JOHNSON & Associates LLC | 3 | $33 | 0.00% | +3 | New |
| Essential Partners LLC | 4 | $43 | 0.00% | −2,584−99.8% | Reduced |
| LRI Investments, LLC | 4 | $43 | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 6 | $65 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $77 | 0.00% | −16−69.6% | Reduced |
| American Capital Advisory, LLC | 8 | $87 | 0.00% | −16−66.7% | Reduced |
| HFM Investment Advisors, LLC | 8 | $87 | 0.00% | +8 | New |
| Luminist Capital LLC | 10 | $109 | 0.00% | +10 | New |
| Atlantic Union Bankshares Corp | 12 | $131 | 0.00% | −8−40.0% | Reduced |
| Rialto Wealth Management, LLC | 15 | $164 | 0.00% | +4+36.4% | Added |
| Mountain Hill Investment Partners Corp. | 20 | $217 | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 20 | $218 | 0.00% | +20 | New |
| Activest Wealth Management | 21 | $228 | 0.00% | +21 | New |
| Creative Capital Management Investments LLC | 21 | $228 | 0.00% | +21 | New |
| JFS Wealth Advisors, LLC | 24 | $261 | 0.00% | +24 | New |
| Prestige Wealth Management Group LLC | 25 | $272 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 26 | $283 | 0.00% | −35−57.4% | Reduced |
| Trust Co | 26 | $283 | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 27 | $293 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 27 | $294 | 0.00% | +27 | New |
| C M Bidwell & Associates Ltd | 28 | $304 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 28 | $305 | 0.00% | +28 | New |
| Crewe Advisors LLC | 29 | $316 | 0.00% | +29 | New |
| Stone House Investment Management, LLC | 44 | $474 | 0.00% | +44 | New |
| Planning Strategies Inc. | 46 | $500 | 0.00% | +46 | New |
| Bell Investment Advisors, Inc | 48 | $522 | 0.00% | −48−50.0% | Reduced |
| Financial Perspectives, Inc | 48 | $522 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 48 | $522 | 0.00% | +29+152.6% | Added |
| South State Corp. | 49 | $533 | 0.00% | +8+19.5% | Added |
| Marquette Asset Management, LLC | 49 | $533 | 0.00% | +49 | New |
| Ancora Advisors, LLC | 50 | $543 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 50 | $544 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 50 | $544 | 0.00% | +50 | New |
| Bangor Savings Bank | 55 | $598 | 0.00% | −600−91.6% | Reduced |
| MV Capital Management, Inc. | 58 | $631 | 0.00% | +10+20.8% | Added |
| Cromwell Holdings LLC | 68 | $739 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 70 | $761 | 0.00% | −118−62.8% | Reduced |
| Smartleaf Asset Management LLC | 72 | $769 | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 75 | $815 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 75 | $815 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 76 | $826 | 0.00% | −11−12.6% | Reduced |
| Caitlin John, LLC | 82 | $891 | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 83 | $902 | 0.00% | +83 | New |
| Action Point Financial Planning, LLC | 84 | $903 | 0.00% | +84 | New |
| McDonald Partners LLC | 85 | $924 | 0.00% | +85 | New |
| Silver Grove Financial Group, Inc. | 86 | $935 | 0.00% | +86 | New |
| Financial Management Professionals, Inc. | 100 | $1.09K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $1.09K | 0.00% | +100 | New |
| SHP Wealth Management | 102 | $1.11K | 0.00% | −20−16.4% | Reduced |
| TD Private Client Wealth LLC | 102 | $1.11K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 100 | $1.16K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 107 | $1.16K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 113 | $1.23K | 0.00% | +95+527.8% | Added |
| MidFirst Bank | 117 | $1.27K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 81 | $1.27K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 122 | $1.33K | 0.00% | −141−53.6% | Reduced |
| Proathlete Wealth Management LLC | 127 | $1.38K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 129 | $1.40K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 135 | $1.47K | 0.00% | +49+57.0% | Added |
| UMA Financial Services, Inc. | 141 | $1.53K | 0.00% | +141 | New |
| Wealth Enhancement Trust Services, Inc. | 142 | $1.54K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 146 | $1.59K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 150 | $1.63K | 0.00% | +150 | New |
| Beaird Harris Wealth Management, LLC | 150 | $1.63K | 0.00% | +150 | New |
| CVA Family Office, LLC | 151 | $1.64K | 0.00% | +104+221.3% | Added |
| Medallion Wealth Advisors, LLC | 154 | $1.67K | 0.00% | +61+65.6% | Added |
| Noble Wealth Management PBC | 156 | $1.70K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 161 | $1.75K | 0.00% | +98+155.6% | Added |
| Dogwood Wealth Management LLC | 175 | $1.90K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 176 | $1.91K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 139 | $2.00K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 195 | $2.12K | 0.00% | +195 | New |
| Strategic Wealth Partners, Ltd. | 200 | $2.17K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 200 | $2.17K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 200 | $2.17K | 0.00% | +200 | New |
| Quent Capital, LLC | 212 | $2.30K | 0.00% | −174−45.1% | Reduced |
| HHM Wealth Advisors, LLC | 260 | $2.83K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 253 | $3.02K | 0.00% | +16+6.8% | Added |
| Whittier Trust Co | 271 | $3.21K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 303 | $3.29K | 0.00% | +63+26.3% | Added |
| Farmers & Merchants Investments Inc | 340 | $3.70K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 346 | $4.05K | 0.00% | +346 | New |
| Performa Ltd (US), LLC | 450 | $4.89K | 0.00% | +66+17.2% | Added |
| Nemes Rush Group LLC | 450 | $4.89K | 0.00% | +350+350.0% | Added |
| MCF Advisors LLC | 494 | $5.37K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 497 | $5.40K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $5.43K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 530 | $5.76K | 0.00% | −297−35.9% | Reduced |
| NBH Bank | 536 | $5.83K | 0.00% | +536 | New |
| Picton Mahoney Asset Management | 561 | $6.10K | 0.00% | −184,568−99.7% | Reduced |
| Parkside Financial Bank & Trust | 592 | $6.44K | 0.00% | +209+54.6% | Added |
| Beacon Investment Advisory Services, Inc. | 633 | $6.88K | 0.00% | +250+65.3% | Added |
| Private Trust Co NA | 650 | $7.07K | 0.00% | 00.0% | Unchanged |