| Trust Co of Toledo NA | 75 | $9.18K | 0.00% | +75 | New |
| Addison Advisors LLC | 73 | $8.94K | 0.00% | +65+812.5% | Added |
| Bell Investment Advisors, Inc | 69 | $8.45K | 0.00% | +6+9.5% | Added |
| Avion Wealth | 69 | $8.00K | 0.00% | +17+32.7% | Added |
| Dynamic Wealth Strategies, LLC | 65 | $7.96K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 63 | $7.71K | 0.00% | +45+250.0% | Added |
| Kilter Group LLC | 62 | $7.59K | 0.00% | −9−12.7% | Reduced |
| Entrust Financial LLC | 62 | $7.59K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 61 | $7.47K | 0.00% | +54+771.4% | Added |
| Westfuller Advisors, LLC | 59 | $7.22K | 0.00% | +29+96.7% | Added |
| Silicon Valley Capital Partners | 56 | $6.86K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 53 | $6.49K | 0.00% | +35+194.4% | Added |
| Buck Wealth Strategies, LLC | 52 | $6.37K | 0.00% | +52 | New |
| Compass Financial Management LLC | 39 | $6.29K | 0.00% | +39 | New |
| Harbor Investment Advisory, LLC | 50 | $6.12K | 0.00% | −425−89.5% | Reduced |
| Blume Capital Management, Inc. | 50 | $6.12K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 49 | $6.00K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 46 | $5.63K | 0.00% | +11+31.4% | Added |
| TD Capital Management LLC | 45 | $5.51K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 45 | $5.51K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 45 | $5.51K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 45 | $5.51K | 0.00% | +45 | New |
| Signature Equity Partners, LLC | 44 | $5.39K | 0.00% | +1+2.3% | Added |
| J.Safra Asset Management Corp | 42 | $5.14K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 42 | $5.14K | 0.00% | +36+600.0% | Added |
| Whittier Trust Co of Nevada Inc | 35 | $5.03K | 0.00% | −13−27.1% | Reduced |
| Crewe Advisors LLC | 38 | $4.65K | 0.00% | +16+72.7% | Added |
| Hurley Capital, LLC | 36 | $4.41K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $4.16K | 0.00% | +4+13.3% | Added |
| AdvisorNet Financial, Inc | 34 | $4.16K | 0.00% | +31+1,033.3% | Added |
| Byrne Asset Management LLC | 33 | $4.04K | 0.00% | −90−73.2% | Reduced |
| Holos Integrated Wealth LLC | 27 | $3.88K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 31 | $3.79K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 30 | $3.67K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 29 | $3.55K | 0.00% | −139−82.7% | Reduced |
| Lloyd Advisory Services, LLC. | 29 | $3.55K | 0.00% | +10+52.6% | Added |
| Rialto Wealth Management, LLC | 28 | $3.43K | 0.00% | −19−40.4% | Reduced |
| Harborfront Financial Group LLC | 27 | $3.31K | 0.01% | +27 | New |
| St Germain D J Co Inc | 26 | $3.18K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 25 | $3.06K | 0.00% | −3−10.7% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 25 | $3.06K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 24 | $2.94K | 0.00% | +24 | New |
| Essential Partners LLC | 23 | $2.82K | 0.00% | −25−52.1% | Reduced |
| NBC Securities, Inc. | 23 | $2.81K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 20 | $2.45K | 0.00% | −88−81.5% | Reduced |
| First Horizon Corp | 20 | $2.45K | 0.00% | −5−20.0% | Reduced |
| City Holding Co | 20 | $2.45K | 0.00% | +20 | New |
| Bayban | 19 | $2.33K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 18 | $2.20K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 18 | $2.20K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 18 | $2.20K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 18 | $2.20K | 0.00% | +9+100.0% | Added |
| Colonial Trust Co | 17 | $2.13K | 0.00% | −278−94.2% | Reduced |
| Financial Life Planners | 17 | $2.08K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 17 | $2.08K | 0.00% | −4−19.0% | Reduced |
| First Command Advisory Services, Inc. | 17 | $2.08K | 0.00% | −2−10.5% | Reduced |
| CBIZ Investment Advisory Services, LLC | 16 | $2.08K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 16 | $1.96K | 0.00% | −841−98.1% | Reduced |
| Raleigh Capital Management Inc. | 14 | $1.71K | 0.00% | −27−65.9% | Reduced |
| Strive Financial Group ,LLC | 13 | $1.59K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 12 | $1.47K | 0.00% | −7−36.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 12 | $1.47K | 0.00% | +12 | New |
| 1015 Capital Partners, LLC | 12 | $1.47K | 0.00% | +12 | New |
| Centiva Capital, LP | 11 | $1.35K | 0.00% | −1,217−99.1% | Reduced |
| Clark Wealth Partners | 11 | $1.35K | 0.00% | +8+266.7% | Added |
| Valley National Advisers Inc | 11 | $1.35K | 0.00% | +11 | New |
| Davis Capital Management | 11 | $1.35K | 0.00% | +11 | New |
| Richard W. Paul & Associates, LLC | 10 | $1.22K | 0.00% | −21−67.7% | Reduced |
| Hughes Financial Services, LLC | 10 | $1.22K | 0.00% | −2−16.7% | Reduced |
| McDonald Partners LLC | 10 | $1.22K | 0.00% | +10 | New |
| Oakmont Advisory Group, LLC | 10 | $1.22K | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 9 | $1.10K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 9 | $1.10K | 0.00% | +9 | New |
| Quarry LP | 9 | $1.10K | 0.00% | +9 | New |
| Triumph Capital Management | 8 | $979 | 0.00% | −72−90.0% | Reduced |
| Paladin Partners, LLC | 8 | $979 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 7 | $857 | 0.00% | −200−96.6% | Reduced |
| Kingdom Financial Group LLC. | 7 | $857 | 0.00% | −12−63.2% | Reduced |
| Beaird Harris Wealth Management, LLC | 7 | $857 | 0.00% | −4−36.4% | Reduced |
| Activest Wealth Management | 7 | $857 | 0.00% | +7 | New |
| Marshall Investment Management, LLC | 7 | $857 | 0.00% | +7 | New |
| NBT Bank N A | 6 | $735 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 6 | $735 | 0.03% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 6 | $735 | 0.00% | +6 | New |
| Dunhill Financial, LLC | 5 | $631 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $613 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 5 | $613 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $613 | 0.00% | +5 | New |
| High Note Wealth, LLC | 5 | $612 | 0.00% | −48−90.6% | Reduced |
| Granite FO LLC | 5 | $612 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $612 | 0.00% | +1+25.0% | Added |
| Financial Gravity Companies, Inc. | 5 | $612 | 0.00% | +5 | New |
| LRI Investments, LLC | 4 | $490 | 0.00% | −187−97.9% | Reduced |
| Key Financial Inc | 4 | $490 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4 | $490 | 0.00% | 00.0% | Unchanged |
| Motco | 4 | $490 | 0.00% | +4 | New |
| Caitong International Asset Management Co., Ltd | 4 | $490 | 0.00% | +4 | New |
| Prestige Wealth Management Group LLC | 3 | $368 | 0.00% | −16−84.2% | Reduced |
| WestEnd Advisors, LLC | 3 | $367 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 3 | $367 | 0.00% | +3 | New |
