| Salomon & Ludwin, LLC | 45 | $27.0K | 0.00% | +45 | New |
| Rakuten Securities, Inc. | 48 | $27.0K | 0.01% | −91−65.5% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 46 | $25.9K | 0.04% | −6−11.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 46 | $25.9K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 43 | $24.2K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 42 | $23.6K | 0.00% | −5−10.6% | Reduced |
| Consultiva Wealth Management, Corp. | 40 | $22.5K | 0.06% | 00.0% | Unchanged |
| Activest Wealth Management | 38 | $21.4K | 0.00% | +17+81.0% | Added |
| ORG Partners LLC | 38 | $21.4K | 0.00% | −2−5.0% | Reduced |
| Pinney & Scofield, Inc. | 35 | $19.7K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 35 | $19.7K | 0.00% | +35 | New |
| Strengthening Families & Communities, LLC | 33 | $18.6K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 33 | $18.6K | 0.00% | +33 | New |
| GHP Investment Advisors, Inc. | 32 | $18.0K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 32 | $18.0K | 0.01% | −4−11.1% | Reduced |
| New Age Alpha Advisors, LLC | 32 | $18.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 31 | $17.4K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 30 | $17.0K | 0.01% | −27−47.4% | Reduced |
| MCF Advisors LLC | 30 | $16.9K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 30 | $16.9K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 29 | $16.3K | 0.01% | +13+81.3% | Added |
| Boreal Capital Management LLC | 29 | $16.3K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 29 | $16.3K | 0.00% | +5+20.8% | Added |
| Financial Network Wealth Advisors LLC | 29 | $16.3K | 0.02% | +11+61.1% | Added |
| Creative Financial Designs Inc | 28 | $15.7K | 0.00% | −203−87.9% | Reduced |
| Heritage Wealth Advisors | 28 | $15.7K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 28 | $15.7K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 28 | $15.7K | 0.01% | +28 | New |
| Colonial Trust Co | 25 | $14.3K | 0.00% | −3−10.7% | Reduced |
| JFS Wealth Advisors, LLC | 25 | $14.1K | 0.00% | −2−7.4% | Reduced |
| South State Corp. | 25 | $14.1K | 0.00% | −20−44.4% | Reduced |
| BFSG, LLC | 25 | $14.1K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 25 | $14.1K | 0.00% | +25 | New |
| PFS Partners, LLC | 24 | $13.5K | 0.01% | +10+71.4% | Added |
| Byrne Asset Management LLC | 22 | $12.4K | 0.01% | −5−18.5% | Reduced |
| Howard Hughes Medical Institute | 22 | $12.4K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 22 | $12.4K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $12.4K | 0.00% | +4+22.2% | Added |
| High Note Wealth, LLC | 21 | $11.8K | 0.00% | −9−30.0% | Reduced |
| HHM Wealth Advisors, LLC | 20 | $11.2K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 20 | $11.2K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 20 | $11.2K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 20 | $11.2K | 0.01% | +8+66.7% | Added |
| Pinnacle Bancorp, Inc. | 18 | $10.1K | 0.00% | +18 | New |
| Hazlett, Burt & Watson, Inc. | 18 | $10.0K | 0.00% | +4+28.6% | Added |
| Capital Advisors, Ltd. LLC | 17 | $10.0K | 0.00% | +17 | New |
| CBIZ Investment Advisory Services, LLC | 17 | $9.56K | 0.00% | −34−66.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 17 | $9.56K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 16 | $9.00K | 0.00% | +16 | New |
| Kilter Group LLC | 15 | $8.44K | 0.00% | −7−31.8% | Reduced |
| Fortitude Family Office, LLC | 15 | $8.43K | 0.00% | −3−16.7% | Reduced |
| Bogart Wealth, LLC | 15 | $8.43K | 0.00% | +3+25.0% | Added |
| J.Safra Asset Management Corp | 15 | $8.43K | 0.00% | +15 | New |
| Sunbelt Securities, Inc. | 14 | $7.88K | 0.00% | −23−62.2% | Reduced |
| Missouri Trust & Investment Co | 14 | $7.87K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 14 | $7.87K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 14 | $7.87K | 0.01% | +6+75.0% | Added |
| Marquette Asset Management, LLC | 14 | $7.87K | 0.00% | +14 | New |
| Moisand Fitzgerald Tamayo, LLC | 13 | $7.31K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 13 | $7.31K | 0.00% | +13 | New |
| Avion Wealth | 13 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 12 | $6.75K | 0.00% | +12 | New |
| JPL Wealth Management, LLC | 12 | $6.75K | 0.00% | +12 | New |
| Kerr Financial Planning Corp | 9 | $6.38K | 0.01% | +9 | New |
| Addison Advisors LLC | 11 | $6.19K | 0.00% | +4+57.1% | Added |
| CKW Financial Group | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 10 | $5.62K | 0.00% | −15−60.0% | Reduced |
| DT Investment Partners, LLC | 10 | $5.62K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 10 | $5.62K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 10 | $5.62K | 0.00% | +3+42.9% | Added |
| Bare Financial Services, Inc | 10 | $5.62K | 0.00% | +3+42.9% | Added |
| Transamerica Financial Advisors, Inc. | 10 | $5.62K | 0.00% | +10 | New |
| Steigerwald, Gordon & Koch Inc. | 10 | $5.62K | 0.00% | +10 | New |
| Roxbury Financial LLC | 9 | $5.08K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 9 | $5.06K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 9 | $5.06K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 9 | $5.06K | 0.00% | +9 | New |
| Crewe Advisors LLC | 8 | $4.50K | 0.00% | +8 | New |
| WPG Advisers, LLC | 8 | $4.50K | 0.00% | +1+14.3% | Added |
| Hollencrest Capital Management | 7 | $3.95K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 7 | $3.94K | 0.00% | −1−12.5% | Reduced |
| Farmers & Merchants Investments Inc | 7 | $3.94K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $3.93K | 0.00% | +5+500.0% | Added |
| Clark Wealth Partners | 5 | $3.86K | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 148 | $3.58K | 0.00% | +134+957.1% | Added |
| Prudent Man Investment Management, Inc. | 5 | $3.56K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 5 | $3.54K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 6 | $3.37K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 6 | $3.37K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 6 | $3.37K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 6 | $3.37K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 6 | $3.37K | 0.00% | +6 | New |
| Wealth Watch Advisors, INC | 6 | $3.37K | 0.00% | +6 | New |
| Clarity Asset Management, Inc. | 5 | $2.83K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $2.82K | 0.00% | +1+25.0% | Added |
| FSA Wealth Management LLC | 5 | $2.81K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $2.32K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 4 | $2.26K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 4 | $2.25K | 0.00% | 00.0% | Unchanged |