| McClarren Financial Advisors, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 102,880 | $1 | 0.02% | +102,880 | New |
| Financial Freedom, LLC | 3 | $314 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 258 | $316 | 0.01% | +148+134.5% | Added |
| 25 LLC | 10 | $1.11K | 0.00% | +10 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 18 | $1.81K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 18 | $1.82K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 19 | $1.92K | 0.00% | +19 | New |
| Adirondack Retirement Specialists, Inc. | 19 | $1.95K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 100 | $2.00K | 0.00% | −63,407−99.8% | Reduced |
| MBM Wealth Consultants, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $2.33K | 0.00% | – | – |
| Red Tortoise LLC | 27 | $2.73K | 0.00% | −2−6.9% | Reduced |
| Buck Wealth Strategies, LLC | 29 | $2.96K | 0.00% | +29 | New |
| Ritter Daniher Financial Advisory LLC | 30 | $3.04K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 35 | $3.54K | 0.00% | −80−69.6% | Reduced |
| Roble, Belko & Company, Inc | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 40 | $4.05K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 41 | $4.15K | 0.01% | +41 | New |
| Winch Advisory Services, LLC | 50 | $5.00K | 0.00% | +1+2.0% | Added |
| Knott David M Jr | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 46 | $5.00K | 0.00% | +46 | New |
| SkyView Investment Advisors, LLC | 47 | $5.00K | 0.00% | +47 | New |
| Carolina Wealth Advisors, LLC | 50 | $5.06K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 50 | $5.06K | 0.00% | +50 | New |
| Disciplined Investments, LLC | 52 | $5.27K | 0.00% | −6−10.3% | Reduced |
| Morgan Dempsey Capital Management LLC | 61 | $6.18K | 0.00% | −88−59.1% | Reduced |
| DecisionPoint Financial, LLC | 61 | $6.18K | 0.00% | +31+103.3% | Added |
| First National Bank of South Miami | 70 | $7.09K | 0.01% | −42−37.5% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 73 | $7.39K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 83 | $8.40K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 84 | $8.51K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 94 | $9.00K | 0.00% | −27,972−99.7% | Reduced |
| Tfo-TDC, LLC | 90 | $9.11K | 0.00% | +83+1,185.7% | Added |
| Stuart Chaussee & Associates, Inc. | 100 | $10.1K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 100 | $10.1K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 111 | $11.2K | 0.00% | +86+344.0% | Added |
| Grayhawk Investment Strategies Inc. | 91 | $12.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 120 | $12.2K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 124 | $12.6K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 134 | $13.6K | 0.01% | +134 | New |
| Solstein Capital, LLC | 136 | $13.8K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 143 | $14.5K | 0.01% | +143 | New |
| Activest Wealth Management | 152 | $15.0K | 0.01% | +152 | New |
| Cedar Wealth Management, LLC | 155 | $15.7K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 155 | $15.7K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 157 | $15.9K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 158 | $16.0K | 0.03% | +1+0.6% | Added |
| Aspire Private Capital, LLC | 161 | $16.3K | 0.01% | −5,408−97.1% | Reduced |
| Perkins Coie Trust Co | 169 | $17.1K | 0.01% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 170 | $17.2K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 171 | $17.3K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 172 | $17.4K | 0.02% | −25−12.7% | Reduced |
| Cedar Mountain Advisors, LLC | 173 | $17.5K | 0.01% | +1+0.6% | Added |
| Caldwell Sutter Capital, Inc. | 175 | $17.7K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 175 | $18.0K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 188 | $19.0K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 190 | $19.2K | 0.01% | −2,875−93.8% | Reduced |
| Savior LLC | 200 | $20.3K | 0.02% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 204 | $20.7K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 215 | $21.8K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 219 | $22.0K | 0.01% | +125+133.0% | Added |
| Highline Wealth Partners LLC | 223 | $22.6K | 0.02% | 00.0% | Unchanged |
| JDM Financial Group LLC | 240 | $24.3K | 0.02% | 00.0% | Unchanged |
| Graham Capital Wealth Management, LLC | 241 | $24.4K | 0.04% | +241 | New |
| Oliver Lagore Vanvalin Investment Group | 250 | $25.3K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 262 | $26.5K | 0.01% | +1+0.4% | Added |
| Core Wealth Advisors, Inc. | 265 | $26.8K | 0.01% | +25+10.4% | Added |
| Raffa Wealth Management, LLC | 287 | $29.1K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 302 | $30.5K | 0.01% | +2+0.7% | Added |
| Y.D. More Investments Ltd | 306 | $31.0K | 0.01% | +106+53.0% | Added |
| PFS Partners, LLC | 308 | $31.2K | 0.03% | 00.0% | Unchanged |
| Monumental Financial Group Inc. | 320 | $32.0K | 0.02% | +320 | New |
| Rocky Mountain Advisers, LLC | 329 | $33.0K | 0.02% | 00.0% | Unchanged |
| Lagoda Investment Management, L.P. | 340 | $34.4K | 0.02% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 355 | $35.9K | 0.02% | +355 | New |
| Johnson Midwest Financial, LLC | 362 | $36.7K | 0.05% | +1+0.3% | Added |
| Pacific Center for Financial Services | 370 | $37.5K | 0.01% | +370 | New |
| PrairieView Partners, LLC | 379 | $38.0K | 0.01% | −39−9.3% | Reduced |
| IAG Wealth Partners, LLC | 389 | $39.3K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 393 | $39.9K | 0.03% | +2+0.5% | Added |
| Financial Synergies Wealth Advisors, Inc. | 405 | $41.0K | 0.01% | +188+86.6% | Added |
| Ruedi Wealth Management, Inc. | 429 | $43.5K | 0.03% | 00.0% | Unchanged |
| Avion Wealth | 424 | $46.0K | 0.01% | +333+365.9% | Added |
| Stephens Consulting, LLC | 456 | $46.2K | 0.03% | −139−23.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 460 | $46.5K | 0.02% | −55−10.7% | Reduced |
| GoalVest Advisory LLC | 476 | $48.2K | 0.03% | −1,888−79.9% | Reduced |
| Artemis Wealth Advisors, LLC | 478 | $48.4K | 0.01% | +321+204.5% | Added |
| AllSquare Wealth Management LLC | 480 | $48.6K | 0.03% | −61−11.3% | Reduced |
| Tradewinds Capital Management, LLC | 485 | $49.1K | 0.02% | −43−8.1% | Reduced |
| NewSquare Capital LLC | 489 | $49.5K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 500 | $50.6K | 0.05% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 500 | $51.0K | 0.02% | −114−18.6% | Reduced |
| Canton Hathaway, LLC | 500 | $51.0K | 0.02% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 522 | $52.9K | 0.04% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 500 | $55.0K | 0.02% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 548 | $55.5K | 0.02% | +96+21.2% | Added |
| Country Trust Bank | 554 | $56.1K | 0.00% | −192−25.7% | Reduced |
| Hoese & Co LLP | 570 | $58.0K | 0.07% | 00.0% | Unchanged |
| American State Bank (Iowa) | 574 | $58.1K | 0.04% | 00.0% | Unchanged |