| Avion Wealth | 6 | $0 | 0.00% | −6−50.0% | Reduced |
| TFC Financial Management | 1 | $70 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 2 | $138 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $139 | 0.00% | −1−33.3% | Reduced |
| Prestige Wealth Management Group LLC | 2 | $139 | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 3 | $207 | 0.00% | −7−70.0% | Reduced |
| Curio Wealth, LLC | 3 | $208 | 0.00% | +3 | New |
| TopTier Wealth Management, LLC | 3 | $208 | 0.00% | +3 | New |
| Trust Co | 4 | $277 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 4 | $277 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 4 | $277 | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 4 | $277 | 0.00% | +4 | New |
| CoreCap Advisors, LLC | 5 | $346 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $415 | 0.00% | −4−40.0% | Reduced |
| SHP Wealth Management | 7 | $484 | 0.00% | +7 | New |
| Highline Wealth Partners LLC | 8 | $554 | 0.00% | +8 | New |
| Private Wealth Management Group, LLC | 10 | $692 | 0.00% | −1−9.1% | Reduced |
| Aventura Private Wealth, LLC | 10 | $692 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 10 | $692 | 0.00% | +1+11.1% | Added |
| American Capital Advisory, LLC | 10 | $692 | 0.00% | +5+100.0% | Added |
| Vermillion Wealth Management, Inc. | 10 | $692 | 0.00% | +10 | New |
| Montag A & Associates Inc | 10 | $709 | 0.00% | −8−44.4% | Reduced |
| Atlantic Trust, LLC | 11 | $762 | 0.00% | −106−90.6% | Reduced |
| Financial Consulate, Inc | 11 | $762 | 0.00% | +11 | New |
| Principia Wealth Advisory, LLC | 12 | $830 | 0.00% | −2−14.3% | Reduced |
| International Assets Investment Management, LLC | 13 | $894 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 13 | $899 | 0.00% | −34−72.3% | Reduced |
| SBI Securities Co., Ltd. | 13 | $899 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 14 | $969 | 0.00% | −20−58.8% | Reduced |
| Rialto Wealth Management, LLC | 14 | $969 | 0.00% | +3+27.3% | Added |
| Harvest Fund Management Co., Ltd | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 15 | $1.04K | 0.00% | +9+150.0% | Added |
| South State Corp. | 15 | $1.04K | 0.00% | +15 | New |
| Signature Equity Partners, LLC | 15 | $1.04K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 16 | $1.11K | 0.00% | +16 | New |
| Aspect Partners, LLC | 18 | $1.25K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 21 | $1.45K | 0.00% | +11+110.0% | Added |
| DiNuzzo Private Wealth, Inc. | 22 | $1.52K | 0.00% | −7−24.1% | Reduced |
| Ares Financial Consulting, LLC | 23 | $1.58K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 23 | $1.59K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 23 | $1.59K | 0.00% | +17+283.3% | Added |
| Cornerstone Financial Management LLC | 24 | $1.66K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 24 | $1.67K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 27 | $1.87K | 0.00% | −49−64.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 27 | $1.87K | 0.00% | +27 | New |
| Bay Harbor Wealth Management, LLC | 28 | $1.94K | 0.00% | +9+47.4% | Added |
| Capital Advisors, Ltd. LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 29 | $2.01K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 31 | $2.13K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 31 | $2.13K | 0.00% | +31 | New |
| Johnson Financial Group, Inc. | 32 | $2.21K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 33 | $2.28K | 0.00% | −9−21.4% | Reduced |
| Cromwell Holdings LLC | 37 | $2.56K | 0.00% | +5+15.6% | Added |
| Bell Investment Advisors, Inc | 37 | $2.56K | 0.00% | −66−64.1% | Reduced |
| MidFirst Bank | 39 | $2.70K | 0.00% | −2,688−98.6% | Reduced |
| Raffa Wealth Management, LLC | 40 | $2.77K | 0.00% | +1+2.6% | Added |
| Tidemark, LLC | 43 | $2.98K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 43 | $2.98K | 0.00% | −27−38.6% | Reduced |
| Sachetta, LLC | 44 | $3.04K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 45 | $3.11K | 0.00% | +45 | New |
| RMG Wealth Management LLC | 46 | $3.22K | 0.00% | +46 | New |
| Steward Partners Investment Advisory, LLC | 47 | $3.23K | 0.00% | −8−14.5% | Reduced |
| Bare Financial Services, Inc | 47 | $3.25K | 0.00% | +47 | New |
| CBIZ Investment Advisory Services, LLC | 53 | $3.67K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 54 | $3.74K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 58 | $4.01K | 0.00% | −116−66.7% | Reduced |
| Keating Financial Advisory Services, Inc. | 63 | $4.36K | 0.00% | −63−50.0% | Reduced |
| N.E.W. Advisory Services LLC | 65 | $4.50K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 66 | $4.57K | 0.00% | +38+135.7% | Added |
| JPL Wealth Management, LLC | 67 | $4.64K | 0.00% | +67 | New |
| First Horizon Corp | 68 | $4.71K | 0.00% | +68 | New |
| Pinnacle Wealth Planning Services, Inc. | 93 | $6.43K | 0.00% | +4+4.5% | Added |
| Evelyn Partners Investment Management LLP | 98 | $6.78K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 100 | $6.92K | 0.00% | −27−21.3% | Reduced |
| Holos Integrated Wealth LLC | 102 | $7.02K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 102 | $7.06K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 103 | $7.13K | 0.00% | +103 | New |
| Timothy G. Youngquist 2020 Irrevocable Trust | 107 | $7.40K | 0.00% | +107 | New |
| JFS Wealth Advisors, LLC | 108 | $7.47K | 0.00% | +7+6.9% | Added |
| Parkside Financial Bank & Trust | 108 | $7.47K | 0.00% | −107−49.8% | Reduced |
| Rossby Financial, LCC | 111 | $7.64K | 0.00% | +86+344.0% | Added |
| Salomon & Ludwin, LLC | 115 | $7.97K | 0.00% | +115 | New |
| GW&K Investment Management, LLC | 123 | $8.00K | 0.00% | +123 | New |
| Gables Capital Management Inc. | 116 | $8.03K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 128 | $8.86K | 0.01% | +128 | New |
| Trust Co of Toledo NA | 129 | $8.93K | 0.00% | +129 | New |
| Covestor Ltd | 126 | $9.00K | 0.01% | −916−87.9% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 132 | $9.13K | 0.00% | +132 | New |
| Wealth Preservation Advisors, LLC | 137 | $9.48K | 0.01% | +137 | New |
| Massmutual Trust Co FSB | 143 | $9.89K | 0.00% | −238−62.5% | Reduced |
| Kerr Financial Planning Corp | 146 | $10.2K | 0.01% | +1+0.7% | Added |
| Owl Creek Wealth Partners LLC | 154 | $10.7K | 0.00% | +154 | New |
| WPG Advisers, LLC | 158 | $10.9K | 0.01% | −32−16.8% | Reduced |
| Quent Capital, LLC | 160 | $11.1K | 0.00% | +130+433.3% | Added |
| Farmers & Merchants Investments Inc | 167 | $11.6K | 0.00% | +22+15.2% | Added |
| True Wealth Design, LLC | 171 | $11.8K | 0.00% | −196−53.4% | Reduced |
| TD Private Client Wealth LLC | 172 | $11.9K | 0.00% | −59−25.5% | Reduced |
| Brown Brothers Harriman & Co | 184 | $12.7K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 185 | $12.8K | 0.00% | +175+1,750.0% | Added |
| CX Institutional | 184 | $13.0K | 0.00% | +164+820.0% | Added |
