| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| Darwin Advisors, LLC | 0 | $43 | 0.00% | 0 | New |
| Sachetta, LLC | 1 | $85 | 0.00% | −32−97.0% | Reduced |
| GHP Investment Advisors, Inc. | 1 | $85 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1 | $85 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $85 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 1 | $85 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 2 | $174 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $240 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 3 | $254 | 0.00% | −7−70.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 3 | $254 | 0.00% | +3 | New |
| Mosley Wealth Management | 4 | $338 | 0.00% | −194−98.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 4 | $338 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 4 | $338 | 0.00% | +4 | New |
| Cassaday & Co Wealth Management LLC | 4 | $339 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $339 | 0.00% | +4 | New |
| Bruce G. Allen Investments, LLC | 5 | $423 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 5 | $423 | 0.00% | +1+25.0% | Added |
| Prestige Wealth Management Group LLC | 6 | $508 | 0.00% | −50−89.3% | Reduced |
| Atlantic Union Bankshares Corp | 6 | $508 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 6 | $508 | 0.00% | 00.0% | Unchanged |
| American National Bank | 7 | $590 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 7 | $592 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 8 | $592 | 0.00% | +8 | New |
| Creative Financial Designs Inc | 9 | $761 | 0.00% | −5−35.7% | Reduced |
| American Capital Advisory, LLC | 9 | $762 | 0.00% | +5+125.0% | Added |
| National Bank of Canada | 10 | $844 | 0.00% | −71−87.7% | Reduced |
| Financial Network Wealth Advisors LLC | 10 | $846 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 10 | $846 | 0.00% | +8+400.0% | Added |
| Planning Strategies Inc. | 10 | $846 | 0.00% | +10 | New |
| LRI Investments, LLC | 11 | $930 | 0.00% | +11 | New |
| Capital Advisors, Ltd. LLC | 17 | $1.00K | 0.00% | +1+6.3% | Added |
| Avion Wealth | 19 | $1.00K | 0.00% | +13+216.7% | Added |
| NBT Bank N A | 12 | $1.01K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 12 | $1.01K | 0.00% | +12 | New |
| Breakwater Investment Management | 12 | $1.01K | 0.00% | +12 | New |
| Addison Advisors LLC | 13 | $1.10K | 0.00% | −7−35.0% | Reduced |
| N.E.W. Advisory Services LLC | 13 | $1.10K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 13 | $1.10K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 13 | $1.10K | 0.00% | +6+85.7% | Added |
| South State Corp. | 13 | $1.10K | 0.00% | +13 | New |
| Retirement Wealth Solutions LLC | 15 | $1.27K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 16 | $1.35K | 0.00% | +16 | New |
| Meeder Asset Management Inc | 17 | $1.44K | 0.00% | −79−82.3% | Reduced |
| Winch Advisory Services, LLC | 18 | $1.52K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $1.61K | 0.00% | −15−44.1% | Reduced |
| Asset Dedication, LLC | 20 | $1.69K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 20 | $1.69K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 20 | $1.69K | 0.00% | +19+1,900.0% | Added |
| Whipplewood Advisors, LLC | 22 | $1.86K | 0.00% | −78−78.0% | Reduced |
| Rakuten Securities, Inc. | 22 | $1.86K | 0.00% | −35−61.4% | Reduced |
| Cromwell Holdings LLC | 23 | $1.95K | 0.00% | +7+43.8% | Added |
| Bogart Wealth, LLC | 23 | $1.95K | 0.00% | +16+228.6% | Added |
| Triumph Capital Management | 25 | $2.11K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 25 | $2.12K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 28 | $2.37K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 28 | $2.37K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 28 | $2.37K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 30 | $2.54K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 31 | $2.62K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 32 | $2.71K | 0.00% | +32 | New |
| Wall Street Access Asset Management, LLC | 34 | $2.88K | 0.00% | +34 | New |
| International Assets Investment Management, LLC | 35 | $3.04K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 40 | $3.38K | 0.00% | +40 | New |
| Activest Wealth Management | 41 | $3.47K | 0.00% | +9+28.1% | Added |
| BankPlus Trust Department | 44 | $3.72K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 47 | $3.98K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 49 | $4.14K | 0.00% | +49 | New |
| SWAN Capital LLC | 50 | $4.23K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 50 | $4.23K | 0.00% | −522−91.3% | Reduced |
| UMA Financial Services, Inc. | 52 | $4.40K | 0.00% | +19+57.6% | Added |
| Caitong International Asset Management Co., Ltd | 54 | $4.57K | 0.00% | +51+1,700.0% | Added |
| United Financial Planning Group LLC | 57 | $4.82K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 61 | $5.16K | 0.00% | +13+27.1% | Added |
| J.Safra Asset Management Corp | 65 | $5.50K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 66 | $5.58K | 0.00% | +33+100.0% | Added |
| Fortitude Family Office, LLC | 76 | $6.43K | 0.00% | −26−25.5% | Reduced |
| Lodestone Wealth Management LLC | 76 | $6.43K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 81 | $6.85K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 82 | $6.94K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 88 | $7.44K | 0.00% | −111−55.8% | Reduced |
| Torren Management, LLC | 89 | $7.53K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 90 | $7.61K | 0.00% | +12+15.4% | Added |
| Zions Bancorporation, National Association | 90 | $7.61K | 0.00% | +36+66.7% | Added |
| Silver Grove Financial Group, Inc. | 98 | $8.29K | 0.00% | +98 | New |
| Manchester Capital Management LLC | 99 | $8.37K | 0.00% | −1−1.0% | Reduced |
| Bank of New Hampshire | 100 | $8.46K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 102 | $8.63K | 0.00% | +15+17.2% | Added |
| Rossby Financial, LCC | 104 | $8.80K | 0.00% | −111−51.6% | Reduced |
| Highline Wealth Partners LLC | 113 | $9.56K | 0.00% | −9−7.4% | Reduced |
| Huntington National Bank | 115 | $9.73K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 115 | $9.73K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 116 | $10.0K | 0.00% | −26−18.3% | Reduced |
| Coston, McIsaac & Partners | 123 | $10.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 121 | $10.2K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 123 | $10.4K | 0.00% | +7+6.0% | Added |
| Basecamp Wealth Advisors LLC | 125 | $10.6K | 0.00% | +54+76.1% | Added |
| SHP Wealth Management | 129 | $10.9K | 0.00% | −2,353−94.8% | Reduced |
| Private Wealth Management Group, LLC | 140 | $11.8K | 0.00% | 00.0% | Unchanged |