| Merrithew & Thorsten Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 0 | $10 | 0.00% | 0 | Unchanged |
| IMA Wealth, Inc. | 1 | $197 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $198 | 0.00% | −2−66.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 1 | $198 | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 1 | $198 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 1 | $198 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 1 | $198 | 0.00% | +1 | New |
| Scarborough Advisors, LLC | 1 | $198 | 0.00% | +1 | New |
| North Star Investment Management Corp. | 2 | $395 | 0.00% | −13−86.7% | Reduced |
| Financial Consulate, Inc | 2 | $395 | 0.00% | −3−60.0% | Reduced |
| DecisionPoint Financial, LLC | 2 | $395 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 2 | $395 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 2 | $395 | 0.00% | 00.0% | Unchanged |
| Trust Co | 2 | $395 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 2 | $395 | 0.00% | 00.0% | Unchanged |
| City State Bank | 2 | $395 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 2 | $395 | 0.00% | +2 | New |
| WealthCollab, LLC | 3 | $593 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 3 | $593 | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 3 | $593 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $593 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 3 | $593 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $593 | 0.00% | +1+50.0% | Added |
| Vanguard Advisers Inc | 3 | $593 | 0.00% | +3 | New |
| Tidemark, LLC | 3 | $593 | 0.00% | +3 | New |
| Synergy Investment Management, LLC | 3 | $593 | 0.00% | +3 | New |
| Portus Wealth Advisors, LLC | 3 | $593 | 0.00% | +3 | New |
| 1015 Capital Partners, LLC | 4 | $790 | 0.00% | −1−20.0% | Reduced |
| BFSG, LLC | 4 | $790 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 4 | $790 | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 4 | $790 | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 4 | $790 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 4 | $790 | 0.00% | +4 | New |
| PlanVest Financial, Inc | 4 | $790 | 0.00% | +4 | New |
| Signature Equity Partners, LLC | 5 | $988 | 0.00% | −9−64.3% | Reduced |
| American Capital Advisory, LLC | 5 | $988 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $988 | 0.00% | +1+25.0% | Added |
| Strategic Wealth Partners, Ltd. | 5 | $988 | 0.00% | +5 | New |
| Vermillion Wealth Management, Inc. | 5 | $988 | 0.00% | +5 | New |
| Capital Analysts, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 3 | $1.00K | 0.00% | +1+50.0% | Added |
| Phillip James Consulting Co. | 2 | $1.00K | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 6 | $1.19K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 6 | $1.19K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 6 | $1.19K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 6 | $1.19K | 0.00% | +3+100.0% | Added |
| Aspect Partners, LLC | 7 | $1.38K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 7 | $1.38K | 0.00% | −8−53.3% | Reduced |
| Frazier Financial Advisors, LLC | 7 | $1.38K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 7 | $1.38K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 8 | $1.58K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 8 | $1.58K | 0.00% | +3+60.0% | Added |
| Burk Holdings LLC | 8 | $1.58K | 0.00% | +8 | New |
| Montag A & Associates Inc | 9 | $1.75K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 9 | $1.78K | 0.00% | +9 | New |
| HM Payson & Co | 9 | $1.78K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 9 | $1.78K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 9 | $1.78K | 0.00% | +6+200.0% | Added |
| Altshuler Shaham Ltd | 10 | $1.98K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 10 | $1.98K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 10 | $1.98K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 10 | $1.98K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 10 | $1.98K | 0.00% | +6+150.0% | Added |
| Richardson Capital Management LLC | 10 | $1.98K | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $2.37K | 0.00% | −2−14.3% | Reduced |
| Heritage Wealth Advisors | 12 | $2.37K | 0.00% | +12 | New |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $2.51K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 13 | $2.57K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 13 | $2.57K | 0.00% | +13 | New |
| Whipplewood Advisors, LLC | 13 | $2.57K | 0.00% | +13 | New |
| Whittier Trust Co of Nevada Inc | 14 | $2.75K | 0.00% | +13+1,300.0% | Added |
| J.Safra Asset Management Corp | 14 | $2.77K | 0.00% | −46−76.7% | Reduced |
| Raffa Wealth Management, LLC | 14 | $2.77K | 0.00% | −10−41.7% | Reduced |
| Your Advocates Ltd., LLP | 14 | $2.77K | 0.00% | −8−36.4% | Reduced |
| First Command Advisory Services, Inc. | 14 | $2.77K | 0.00% | +14 | New |
| Decker Retirement Planning Inc. | 14 | $2.77K | 0.00% | +14 | New |
| Bellevue Asset Management, LLC | 15 | $2.96K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 15 | $2.96K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 16 | $3.16K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 16 | $3.16K | 0.00% | +1+6.7% | Added |
| AdvisorNet Financial, Inc | 16 | $3.16K | 0.00% | +3+23.1% | Added |
| Principia Wealth Advisory, LLC | 16 | $3.16K | 0.00% | +6+60.0% | Added |
| Bay Harbor Wealth Management, LLC | 17 | $3.36K | 0.00% | +5+41.7% | Added |
| DT Investment Partners, LLC | 17 | $3.36K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 17 | $3.36K | 0.00% | +2+13.3% | Added |
| MB, Levis & Associates, LLC | 18 | $3.56K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 20 | $3.95K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 20 | $3.95K | 0.00% | +10+100.0% | Added |
| Capital & Planning, LLC | 20 | $3.95K | 0.00% | +20 | New |
| Prestige Wealth Management Group LLC | 20 | $3.95K | 0.00% | −10−33.3% | Reduced |
| Napier Financial, LLC | 21 | $4.15K | 0.00% | +21 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 22 | $4.34K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 23 | $4.54K | 0.00% | −42−64.6% | Reduced |
| Financial Management Professionals, Inc. | 23 | $4.54K | 0.00% | −14−37.8% | Reduced |
| Dogwood Wealth Management LLC | 24 | $4.74K | 0.00% | −7−22.6% | Reduced |
| Strengthening Families & Communities, LLC | 25 | $4.94K | 0.00% | +25 | New |
| Creative Financial Designs Inc | 26 | $5.13K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 29 | $5.73K | 0.00% | −118−80.3% | Reduced |
| Clark Wealth Partners | 29 | $5.73K | 0.00% | +5+20.8% | Added |