| Raleigh Capital Management Inc. | 0 | $28 | 0.00% | 0 | Unchanged |
| South State Corp. | 1 | $374 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $374 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $374 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1 | $374 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $374 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $374 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $374 | 0.00% | +1 | New |
| West Paces Advisors Inc. | 1 | $374 | 0.00% | +1 | New |
| Harbor Investment Advisory, LLC | 2 | $747 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $747 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 2 | $747 | 0.00% | +2 | New |
| Mosley Wealth Management | 2 | $747 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $748 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2 | $752 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 3 | $1.00K | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $1.12K | 0.00% | +2+200.0% | Added |
| Activest Wealth Management | 3 | $1.12K | 0.00% | −37−92.5% | Reduced |
| TFC Financial Management | 3 | $1.12K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 3 | $1.12K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $1.12K | 0.00% | +1+50.0% | Added |
| FWL Investment Management, LLC | 4 | $1.49K | 0.00% | +4 | New |
| Kilter Group LLC | 4 | $1.50K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 4 | $1.50K | 0.00% | +4 | New |
| Sunrise Financial Services, LLC | 5 | $1.87K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $1.87K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 5 | $1.90K | 0.02% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 6 | $2.24K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 6 | $2.24K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 6 | $2.24K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 6 | $2.24K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 6 | $2.24K | 0.00% | +6 | New |
| Silver Grove Financial Group, Inc. | 6 | $2.24K | 0.00% | +6 | New |
| LRI Investments, LLC | 6 | $2.31K | 0.00% | +4+200.0% | Added |
| Capital Advisors, Ltd. LLC | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 9 | $3.36K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 9 | $3.36K | 0.00% | +5+125.0% | Added |
| HFM Investment Advisors, LLC | 9 | $3.36K | 0.00% | +5+125.0% | Added |
| Manchester Capital Management LLC | 10 | $3.74K | 0.00% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 10 | $3.74K | 0.00% | +9+900.0% | Added |
| Dunhill Financial, LLC | 10 | $3.77K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $3.78K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 11 | $4.09K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 11 | $4.11K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 11 | $4.11K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 11 | $4.11K | 0.00% | +1+10.0% | Added |
| MidFirst Bank | 12 | $4.48K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 13 | $4.78K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 13 | $4.86K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 13 | $4.86K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 14 | $5.23K | 0.00% | +3+27.3% | Added |
| Continuum Advisory, LLC | 14 | $5.23K | 0.00% | +14 | New |
| UMA Financial Services, Inc. | 14 | $5.23K | 0.00% | +6+75.0% | Added |
| Triumph Capital Management | 15 | $5.60K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 15 | $5.60K | 0.00% | +15 | New |
| Creative Capital Management Investments LLC | 15 | $5.60K | 0.00% | +15 | New |
| CBIZ Investment Advisory Services, LLC | 19 | $5.77K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $5.98K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 16 | $5.98K | 0.00% | +8+100.0% | Added |
| CoreCap Advisors, LLC | 16 | $5.98K | 0.00% | +8+100.0% | Added |
| GW&K Investment Management, LLC | 17 | $6.00K | 0.00% | +17 | New |
| Bogart Wealth, LLC | 16 | $6.05K | 0.00% | +8+100.0% | Added |
| True Wealth Design, LLC | 17 | $6.35K | 0.00% | +4+30.8% | Added |
| Whittier Trust Co | 17 | $6.42K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 18 | $6.72K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 20 | $7.47K | 0.00% | +1+5.3% | Added |
| Bare Financial Services, Inc | 20 | $7.47K | 0.00% | +17+566.7% | Added |
| Larson Financial Group LLC | 20 | $7.53K | 0.00% | −3−13.0% | Reduced |
| Synergy Investment Management, LLC | 20 | $7.61K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 21 | $7.85K | 0.00% | +21 | New |
| Avion Wealth | 24 | $8.00K | 0.00% | +3+14.3% | Added |
| Sachetta, LLC | 22 | $8.22K | 0.00% | +11+100.0% | Added |
| Asset Dedication, LLC | 22 | $8.22K | 0.00% | +22 | New |
| Cornerstone Planning Group LLC | 23 | $8.95K | 0.00% | +4+21.1% | Added |
| High Note Wealth, LLC | 24 | $8.97K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 25 | $9.34K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 26 | $9.71K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 27 | $10.1K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 28 | $10.5K | 0.00% | +18+180.0% | Added |
| Rialto Wealth Management, LLC | 29 | $10.8K | 0.00% | +12+70.6% | Added |
| Copia Wealth Management | 29 | $11.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 30 | $11.2K | 0.00% | +7+30.4% | Added |
| Catherine Avery Investment Management LLC | 30 | $11.2K | 0.00% | +30 | New |
| Bryn Mawr Trust Co | 31 | $11.6K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 32 | $12.0K | 0.00% | +9+39.1% | Added |
| Zions Bancorporation, National Association | 33 | $12.3K | 0.00% | +4+13.8% | Added |
| Essential Partners LLC | 34 | $12.7K | 0.01% | +14+70.0% | Added |
| Torren Management, LLC | 37 | $14.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 38 | $14.2K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 38 | $14.2K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 45 | $16.0K | 0.00% | −35−43.8% | Reduced |
| Cetera Trust Company, N.A | 44 | $16.4K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 45 | $16.8K | 0.00% | −11,012−99.6% | Reduced |
| Action Point Financial Planning, LLC | 48 | $17.2K | 0.00% | +48 | New |
| Farmers & Merchants Investments Inc | 47 | $17.6K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 47 | $17.6K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 48 | $17.9K | 0.01% | −5−9.4% | Reduced |
| Central Trust Co | 50 | $18.7K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 51 | $19.0K | 0.01% | −18−26.1% | Reduced |
| Millstone Evans Group, LLC | 51 | $19.1K | 0.01% | 00.0% | Unchanged |