| United Community Bank | 12 | $16.6K | 0.01% | +12 | New |
| Atlantic Edge Private Wealth Management, LLC | 11 | $15.2K | 0.00% | +5+83.3% | Added |
| Bogart Wealth, LLC | 11 | $15.2K | 0.00% | −2−15.4% | Reduced |
| Global Wealth Strategies & Associates | 11 | $15.2K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 11 | $15.2K | 0.01% | +3+37.5% | Added |
| Nova Wealth Management, Inc. | 11 | $15.2K | 0.01% | +11 | New |
| Darwin Advisors, LLC | 11 | $13.9K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 10 | $13.8K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 10 | $13.8K | 0.00% | +10 | New |
| Dunhill Financial, LLC | 10 | $13.6K | 0.01% | +2+25.0% | Added |
| Indiana Trust & Investment Management CO | 9 | $12.4K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 9 | $12.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 9 | $12.4K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 9 | $12.4K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 9 | $12.0K | 0.00% | +1+12.5% | Added |
| Colonial Trust Co | 9 | $12.0K | 0.00% | −2−18.2% | Reduced |
| Abound Wealth Management | 9 | $11.9K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $11.1K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 8 | $11.1K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 8 | $11.1K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 8 | $11.1K | 0.01% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $9.68K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 7 | $9.68K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 6 | $8.43K | 0.00% | 00.0% | Unchanged |
| American National Bank | 6 | $8.30K | 0.00% | +6 | New |
| Semmax Financial Advisors Inc. | 6 | $8.24K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 6 | $8.00K | 0.00% | −142−95.9% | Reduced |
| Avion Wealth | 7 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 5 | $6.92K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 5 | $6.92K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 5 | $6.92K | 0.00% | −1−16.7% | Reduced |
| Continuum Advisory, LLC | 5 | $6.92K | 0.00% | −1−16.7% | Reduced |
| Highline Wealth Partners LLC | 5 | $6.92K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 5 | $6.92K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $6.92K | 0.00% | +1+25.0% | Added |
| Legacy Wealth Managment, LLC | 4 | $5.53K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 4 | $5.53K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 4 | $5.53K | 0.00% | −5−55.6% | Reduced |
| Concord Wealth Partners | 4 | $5.53K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 4 | $5.53K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 4 | $5.53K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 4 | $5.53K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 4 | $5.53K | 0.00% | +4 | New |
| Accent Capital Management, LLC | 4 | $5.53K | 0.00% | +4 | New |
| Creative Financial Designs Inc | 3 | $4.15K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 3 | $4.15K | 0.00% | 00.0% | Unchanged |
| Trust Co | 3 | $4.15K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3 | $4.15K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 3 | $4.15K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 3 | $4.15K | 0.00% | +2+200.0% | Added |
| Iron Horse Wealth Management, LLC | 3 | $4.15K | 0.00% | +3 | New |
| Dogwood Wealth Management LLC | 3 | $4.15K | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 3 | $4.06K | 0.00% | +2+200.0% | Added |
| True Wealth Design, LLC | 3 | $3.90K | 0.00% | −1−25.0% | Reduced |
| Hantz Financial Services, Inc. | 2 | $3.00K | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 2 | $2.77K | 0.00% | −4−66.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 2 | $2.77K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2 | $2.77K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2 | $2.77K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 2 | $2.77K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $2.77K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2 | $2.77K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 2 | $2.77K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 2 | $2.77K | 0.00% | +2 | New |
| First Command Advisory Services, Inc. | 2 | $2.77K | 0.00% | +2 | New |
| Moser Wealth Advisors, LLC | 2 | $2.77K | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $2.63K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 2 | $1.97K | 0.00% | +1+100.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 1 | $1.62K | 0.00% | +1 | New |
| UMA Financial Services, Inc. | 1 | $1.38K | 0.00% | −15−93.8% | Reduced |
| Atwood & Palmer Inc | 1 | $1.38K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1 | $1.38K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1 | $1.38K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 1 | $1.38K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 1 | $1.38K | 0.00% | +1 | New |
| Wolff Wiese Magana LLC | 1 | $1.38K | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $1.38K | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $1.38K | 0.00% | +1 | New |
| Chesapeake Asset Management LLC | 1 | $1.38K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1 | $1.38K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $1.38K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 1 | $1.38K | 0.00% | +1 | New |
| Richardson Capital Management LLC | 1 | $1.38K | 0.00% | +1 | New |
| DAGCO, Inc. | 1 | $1.38K | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $1.38K | 0.00% | +1 | New |
| GoalVest Advisory LLC | 1 | $1.38K | 0.00% | +1 | New |
| Cape Investment Advisory, Inc. | 1 | $1.38K | 0.00% | +1 | New |
| Bare Financial Services, Inc | 1 | $1.38K | 0.00% | +1 | New |
| Valley National Advisers Inc | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 1 | $733 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −61,506−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −8,256−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −6,999−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −6,693−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −5,433−100.0% | Sold out |
| BNC Wealth Management, LLC | 0 | $0 | 0.00% | −4,373−100.0% | Sold out |
| Candelo Capital Management LP | 0 | $0 | 0.00% | −4,067−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |