| Raleigh Capital Management Inc. | 1 | $70 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1 | $94 | 0.00% | +1 | New |
| Curio Wealth, LLC | 2 | $187 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $205 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $281 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 4 | $374 | 0.00% | +4 | New |
| Bogart Wealth, LLC | 5 | $467 | 0.00% | +5 | New |
| American Capital Advisory, LLC | 6 | $561 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $561 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 6 | $561 | 0.00% | +6 | New |
| Vermillion Wealth Management, Inc. | 6 | $561 | 0.00% | +6 | New |
| SHP Wealth Management | 6 | $567 | 0.00% | +4+200.0% | Added |
| Sachetta, LLC | 7 | $655 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $935 | 0.00% | −170−94.4% | Reduced |
| Geneos Wealth Management Inc. | 10 | $937 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 11 | $1.03K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 13 | $1.22K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 13 | $1.22K | 0.00% | +13 | New |
| Creative Financial Designs Inc | 14 | $1.31K | 0.00% | +14 | New |
| MidFirst Bank | 14 | $1.31K | 0.00% | +14 | New |
| Cromwell Holdings LLC | 14 | $1.31K | 0.00% | +5+55.6% | Added |
| Bay Harbor Wealth Management, LLC | 15 | $1.40K | 0.00% | +5+50.0% | Added |
| UMA Financial Services, Inc. | 15 | $1.40K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $1.40K | 0.00% | +3+25.0% | Added |
| Principia Wealth Advisory, LLC | 16 | $1.50K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 16 | $1.50K | 0.00% | +1+6.7% | Added |
| Private Trust Co NA | 16 | $1.50K | 0.00% | +13+433.3% | Added |
| WPG Advisers, LLC | 18 | $1.68K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 19 | $1.78K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 20 | $1.87K | 0.00% | +9+81.8% | Added |
| Twin Peaks Wealth Advisors, LLC | 20 | $1.87K | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 22 | $2.06K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 25 | $2.34K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 25 | $2.34K | 0.00% | +25 | New |
| Torren Management, LLC | 26 | $2.47K | 0.00% | −253−90.7% | Reduced |
| Estabrook Capital Management | 27 | $2.52K | 0.00% | +27 | New |
| Red Tortoise LLC | 28 | $2.62K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 33 | $3.08K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 35 | $3.27K | 0.00% | +14+66.7% | Added |
| Transamerica Financial Advisors, Inc. | 36 | $3.40K | 0.00% | +16+80.0% | Added |
| Bare Financial Services, Inc | 37 | $3.46K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 38 | $3.57K | 0.00% | +38 | New |
| Larson Financial Group LLC | 40 | $3.74K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 40 | $3.77K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 42 | $3.92K | 0.00% | −16−27.6% | Reduced |
| Cedar Mountain Advisors, LLC | 45 | $4.21K | 0.00% | +45 | New |
| Assetmark, Inc | 46 | $4.33K | 0.00% | −7−13.2% | Reduced |
| Truvestments Capital LLC | 49 | $4.58K | 0.00% | +49 | New |
| C M Bidwell & Associates Ltd | 50 | $4.67K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 50 | $4.67K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 50 | $4.67K | 0.00% | +50 | New |
| Private Wealth Management Group, LLC | 57 | $5.33K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 58 | $5.42K | 0.00% | +18+45.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 60 | $5.61K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 60 | $5.62K | 0.00% | +7+13.2% | Added |
| Manchester Capital Management LLC | 61 | $5.70K | 0.00% | −3−4.7% | Reduced |
| Eastern Bank | 61 | $5.70K | 0.00% | +61 | New |
| Central Trust Co | 64 | $5.98K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 66 | $6.18K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 72 | $6.73K | 0.00% | +5+7.5% | Added |
| Wolff Wiese Magana LLC | 73 | $6.82K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 74 | $6.92K | 0.01% | +74 | New |
| Atlantic Trust, LLC | 75 | $7.01K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 76 | $7.10K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 76 | $7.11K | 0.00% | +63+484.6% | Added |
| Zions Bancorporation, National Association | 80 | $7.47K | 0.00% | +80 | New |
| City State Bank | 83 | $7.76K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 83 | $7.76K | 0.00% | +46+124.3% | Added |
| Farmers & Merchants Investments Inc | 84 | $7.85K | 0.00% | −4−4.5% | Reduced |
| Basecamp Wealth Advisors LLC | 84 | $7.85K | 0.00% | +84 | New |
| Meeder Asset Management Inc | 87 | $8.13K | 0.00% | +87 | New |
| Whittier Trust Co of Nevada Inc | 90 | $8.41K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 93 | $8.69K | 0.00% | +93 | New |
| Danske Bank A/S | 100 | $9.34K | 0.00% | −300−75.0% | Reduced |
| Adirondack Trust Co | 100 | $9.34K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 104 | $9.72K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 114 | $10.7K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 118 | $11.0K | 0.00% | +118 | New |
| Boreal Capital Management LLC | 120 | $11.3K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 121 | $11.3K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 134 | $12.5K | 0.00% | +134 | New |
| Cheviot Value Management, LLC | 142 | $13.3K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 144 | $13.5K | 0.01% | +144 | New |
| Community Financial Services Group, LLC | 145 | $13.6K | 0.00% | +145 | New |
| LRI Investments, LLC | 150 | $14.0K | 0.00% | +18+13.6% | Added |
| Activest Wealth Management | 154 | $14.4K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 155 | $14.5K | 0.00% | +155 | New |
| Ronald Blue Trust, Inc. | 167 | $15.6K | 0.00% | −5−2.9% | Reduced |
| Dogwood Wealth Management LLC | 178 | $16.6K | 0.01% | +11+6.6% | Added |
| Ogorek Anthony Joseph | 182 | $17.0K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 180 | $17.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 200 | $18.7K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 200 | $18.7K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 201 | $18.8K | 0.00% | +154+327.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 202 | $18.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 205 | $19.2K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 220 | $20.6K | 0.00% | −270−55.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 228 | $21.3K | 0.00% | +155+212.3% | Added |
| CoreCap Advisors, LLC | 231 | $21.6K | 0.00% | −26−10.1% | Reduced |