| McClarren Financial Advisors, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 23,893 | $0 | 0.00% | +23,893 | New |
| Delos Wealth Advisors, LLC | 2 | $771 | 0.00% | −23−92.0% | Reduced |
| Tfo-TDC, LLC | 2 | $771 | 0.00% | +1+100.0% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 2 | $771 | 0.00% | +2 | New |
| PEAK6 Investments LLC | 2 | $795 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $1.16K | 0.00% | – | – |
| USA Financial Portformulas Corp | 3 | $1.16K | 0.00% | +3 | New |
| Morton Brown Family Wealth, LLC | 3 | $1.16K | 0.00% | +3 | New |
| Missouri Trust & Investment Co | 5 | $1.93K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 5 | $1.93K | 0.00% | +5 | New |
| Register Financial Advisors LLC | 5 | $1.93K | 0.00% | +5 | New |
| Old North State Trust, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 6 | $2.31K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 6 | $2.31K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 6 | $2.31K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 7 | $2.66K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 7 | $2.70K | 0.00% | +7 | New |
| Mendota Financial Group, LLC | 6 | $2.73K | 0.00% | −423−98.6% | Reduced |
| Resources Management Corp | 221 | $3.00K | 0.00% | +202+1,063.2% | Added |
| James Investment Research Inc | 8 | $3.00K | 0.00% | +8 | New |
| Adirondack Retirement Specialists, Inc. | 8 | $3.08K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 9 | $3.47K | 0.00% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 10 | $3.85K | 0.00% | −2,241−99.6% | Reduced |
| Kelly Financial Services LLC | 10 | $3.85K | 0.00% | −15−60.0% | Reduced |
| Bourgeon Capital Management LLC | 10 | $3.85K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $3.85K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 10 | $3.85K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 10 | $3.85K | 0.00% | +10 | New |
| Ahrens Investment Partners LLC | 10 | $3.85K | 0.00% | +10 | New |
| GW&K Investment Management, LLC | 10 | $4.00K | 0.00% | +10 | New |
| 25 LLC | 12 | $4.13K | 0.00% | +12 | New |
| PayPay Securities Corp | 12 | $4.62K | 0.31% | −8−40.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 12 | $4.62K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 12 | $4.62K | 0.00% | +12 | New |
| Davidson Capital Management Inc. | 12 | $4.63K | 0.00% | +1+9.1% | Added |
| Addison Advisors LLC | 13 | $5.01K | 0.00% | −6−31.6% | Reduced |
| Longfellow Investment Management Co LLC | 13 | $5.01K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 15 | $5.78K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 15 | $5.78K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 15 | $5.78K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 15 | $5.78K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 15 | $6.00K | 0.00% | +15 | New |
| Estabrook Capital Management | 16 | $6.17K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 16 | $6.17K | 0.00% | +2+14.3% | Added |
| Pathway Financial Advisers, LLC | 17 | $6.55K | 0.00% | −38−69.1% | Reduced |
| Strategic Investment Solutions, Inc. | 18 | $6.94K | 0.00% | +18 | New |
| Roble, Belko & Company, Inc | 18 | $7.00K | 0.00% | −39−68.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 19 | $7.32K | 0.01% | +19 | New |
| FSC Wealth Advisors, LLC | 20 | $7.71K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 20 | $7.71K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 20 | $7.71K | 0.01% | +20 | New |
| Clearview Wealth Advisors LLC | 22 | $8.48K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 22 | $8.48K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 23 | $8.86K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 23 | $8.87K | 0.00% | −6−20.7% | Reduced |
| IAG Wealth Partners, LLC | 25 | $9.63K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 25 | $9.63K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 25 | $10.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 26 | $10.0K | 0.00% | −17−39.5% | Reduced |
| Disciplined Investments, LLC | 26 | $10.0K | 0.00% | +7+36.8% | Added |
| Pacific Center for Financial Services | 26 | $10.0K | 0.00% | +26 | New |
| Highline Wealth Partners LLC | 27 | $10.4K | 0.01% | +1+3.8% | Added |
| Belmont Capital, LLC | 29 | $11.2K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 30 | $11.6K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 32 | $12.3K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 33 | $12.7K | 0.01% | +13+65.0% | Added |
| Knott David M Jr | 35 | $13.0K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 33 | $13.0K | 0.01% | +33 | New |
| Tilia Fiduciary Partners, Inc. | 40 | $15.4K | 0.01% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 41 | $15.8K | 0.00% | +41 | New |
| True Wealth Design, LLC | 45 | $17.3K | 0.01% | +40+800.0% | Added |
| KB Financial Partners, LLC | 47 | $18.0K | 0.01% | −114−70.8% | Reduced |
| Ulland Investment Advisors, LLC | 50 | $19.0K | 0.02% | 00.0% | Unchanged |
| Rational Advisors LLC | 50 | $19.3K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 52 | $20.0K | 0.01% | −53−50.5% | Reduced |
| Rise Advisors, LLC | 52 | $20.0K | 0.02% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 52 | $20.0K | 0.01% | 00.0% | Unchanged |
| Graham Capital Wealth Management, LLC | 53 | $20.4K | 0.03% | +53 | New |
| Schubert & Co | 54 | $20.8K | 0.02% | +14+35.0% | Added |
| Stuart Chaussee & Associates, Inc. | 55 | $21.2K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 57 | $22.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 57 | $22.0K | 0.00% | −766−93.1% | Reduced |
| Clear Investment Research, LLC | 58 | $22.4K | 0.04% | +2+3.6% | Added |
| Cedar Mountain Advisors, LLC | 62 | $23.9K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 64 | $24.7K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 67 | $26.0K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 68 | $26.0K | 0.02% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 68 | $26.2K | 0.03% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 70 | $27.0K | 0.02% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 71 | $27.4K | 0.02% | +29+69.0% | Added |
| HHM Wealth Advisors, LLC | 71 | $27.4K | 0.01% | +9+14.5% | Added |
| Atlas Capital Advisors LLC | 72 | $27.7K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 72 | $27.7K | 0.00% | +53+278.9% | Added |
| Grayhawk Investment Strategies Inc. | 54 | $28.0K | 0.01% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 74 | $28.5K | 0.01% | −9−10.8% | Reduced |
| First PREMIER Bank | 75 | $29.0K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 79 | $30.4K | 0.02% | +58+276.2% | Added |
| Financial Freedom, LLC | 82 | $31.6K | 0.02% | −3−3.5% | Reduced |
