| Trust Co of Toledo NA | 1 | $153 | 0.00% | −124−99.2% | Reduced |
| 1015 Capital Partners, LLC | 1 | $153 | 0.00% | −1−50.0% | Reduced |
| WestEnd Advisors, LLC | 1 | $153 | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 1 | $153 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 1 | $153 | 0.00% | +1 | New |
| Marshall Investment Management, LLC | 1 | $153 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $153 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $154 | 0.00% | −2−66.7% | Reduced |
| Caitlin John, LLC | 2 | $306 | 0.00% | −2−50.0% | Reduced |
| Whipplewood Advisors, LLC | 2 | $306 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $306 | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 2 | $306 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 2 | $306 | 0.00% | +2 | New |
| Intentional Wealth Strategies, LLC | 2 | $306 | 0.00% | +2 | New |
| Central Trust Co | 2 | $307 | 0.00% | −35−94.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3 | $387 | 0.00% | +1+50.0% | Added |
| Operose Advisors LLC | 3 | $459 | 0.00% | −990−99.7% | Reduced |
| Hughes Financial Services, LLC | 3 | $459 | 0.00% | −5−62.5% | Reduced |
| Financial Management Professionals, Inc. | 3 | $459 | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 3 | $459 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $460 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $612 | 0.00% | −2−33.3% | Reduced |
| Hilltop National Bank | 4 | $612 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 4 | $612 | 0.00% | 00.0% | Unchanged |
| Merkkuri Wealth Advisors LLC | 5 | $749 | 0.00% | +5 | New |
| WPG Advisers, LLC | 5 | $766 | 0.00% | −40−88.9% | Reduced |
| Atwood & Palmer Inc | 5 | $766 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 5 | $766 | 0.00% | 00.0% | Unchanged |
| Security National Bank | 5 | $766 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 5 | $766 | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 5 | $766 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 5 | $766 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 5 | $766 | 0.00% | +5 | New |
| Vermillion Wealth Management, Inc. | 5 | $766 | 0.00% | +5 | New |
| Arlington Trust Co LLC | 5 | $766 | 0.00% | +5 | New |
| Wealth Science Advisors LLC | 4 | $831 | 0.00% | +4 | New |
| Transamerica Financial Advisors, Inc. | 6 | $918 | 0.00% | −9−60.0% | Reduced |
| MPWM Advisory Solutions, LLC | 6 | $918 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 6 | $919 | 0.00% | −6−50.0% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 6 | $919 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 6 | $919 | 0.00% | +6 | New |
| Washington Trust Advisors, Inc. | 6 | $919 | 0.00% | +6 | New |
| Bullock Wealth Management Group | 6 | $953 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 6 | $978 | 0.03% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $1.07K | 0.00% | +2+40.0% | Added |
| Fortitude Family Office, LLC | 7 | $1.07K | 0.00% | −40−85.1% | Reduced |
| Mascoma Wealth Management LLC | 7 | $1.07K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 7 | $1.07K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 7 | $1.07K | 0.00% | +7 | New |
| Valued Wealth Advisors LLC | 8 | $1.23K | 0.00% | −1−11.1% | Reduced |
| Oakworth Capital, Inc. | 8 | $1.23K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $1.23K | 0.00% | +1+14.3% | Added |
| Pacific Center for Financial Services | 9 | $1.38K | 0.00% | −5−35.7% | Reduced |
| Bruce G. Allen Investments, LLC | 9 | $1.38K | 0.00% | −1−10.0% | Reduced |
| Rialto Wealth Management, LLC | 9 | $1.38K | 0.00% | +4+80.0% | Added |
| Torren Management, LLC | 10 | $1.53K | 0.00% | −51−83.6% | Reduced |
| Prestige Wealth Management Group LLC | 10 | $1.53K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 10 | $1.53K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 11 | $1.68K | 0.00% | +8+266.7% | Added |
| WFA of San Diego, LLC | 11 | $1.68K | 0.00% | +11 | New |
| United Financial Planning Group LLC | 11 | $1.68K | 0.00% | +11 | New |
| Friedenthal Financial | 11 | $1.69K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 12 | $1.84K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 12 | $1.84K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 12 | $1.84K | 0.00% | +12 | New |
| Red Tortoise LLC | 13 | $1.99K | 0.00% | −9−40.9% | Reduced |
| RWM Asset Management, LLC | 13 | $1.99K | 0.00% | +13 | New |
| Johnson Financial Group, Inc. | 13 | $1.99K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $2.00K | 0.00% | −8−34.8% | Reduced |
| Financial Perspectives, Inc | 14 | $2.14K | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 14 | $2.14K | 0.00% | +14 | New |
| WealthCollab, LLC | 14 | $2.14K | 0.00% | +14 | New |
| Rossby Financial, LCC | 14 | $2.22K | 0.00% | +1+7.7% | Added |
| First Pacific Financial | 15 | $2.30K | 0.00% | +15 | New |
| Scarborough Advisors, LLC | 15 | $2.30K | 0.00% | +15 | New |
| JPL Wealth Management, LLC | 15 | $2.30K | 0.00% | +15 | New |
| Bear Mountain Capital, Inc. | 14 | $2.33K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 16 | $2.45K | 0.00% | −1−5.9% | Reduced |
| Tradewinds Capital Management, LLC | 17 | $2.60K | 0.00% | −204−92.3% | Reduced |
| Kilter Group LLC | 17 | $2.60K | 0.00% | −4−19.0% | Reduced |
| Marquette Asset Management, LLC | 17 | $2.60K | 0.00% | +17 | New |
| Clear Street Markets LLC | 18 | $2.76K | 0.00% | −142−88.8% | Reduced |
| Private Wealth Management Group, LLC | 18 | $2.76K | 0.00% | −29−61.7% | Reduced |
| Raffa Wealth Management, LLC | 18 | $2.76K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 19 | $2.91K | 0.00% | −3−13.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 19 | $2.91K | 0.00% | +4+26.7% | Added |
| Smithfield Trust Co | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 20 | $3.06K | 0.00% | −20−50.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $3.06K | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 20 | $3.06K | 0.00% | +20 | New |
| Wall Street Financial Group, Inc. | 21 | $3.21K | 0.00% | +21 | New |
| Bell Investment Advisors, Inc | 21 | $3.22K | 0.00% | −13−38.2% | Reduced |
| Plato Investment Management Ltd | 21 | $3.22K | 0.00% | +21 | New |
| SHP Wealth Management | 22 | $3.37K | 0.00% | −9−29.0% | Reduced |
| Your Advocates Ltd., LLP | 22 | $3.37K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 22 | $3.37K | 0.00% | −8−26.7% | Reduced |
| SWAN Capital LLC | 23 | $3.52K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 24 | $3.67K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 24 | $3.67K | 0.00% | +24 | New |
| Highline Wealth Partners LLC | 24 | $3.67K | 0.00% | +24 | New |