| Security National Bank | 214 | $8.78K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 190 | $8.35K | 0.00% | +190 | New |
| PSI Advisors, LLC | 200 | $8.20K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 200 | $8.20K | 0.00% | +200 | New |
| TFC Financial Management | 194 | $7.96K | 0.00% | +130+203.1% | Added |
| Trust Co of Vermont | 182 | $7.47K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 182 | $7.47K | 0.00% | +182 | New |
| Strategic Investment Solutions, Inc. | 175 | $7.18K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 170 | $6.97K | 0.00% | +163+2,328.6% | Added |
| Atlas Capital Advisors LLC | 168 | $6.89K | 0.00% | +168 | New |
| Moisand Fitzgerald Tamayo, LLC | 166 | $6.81K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 165 | $6.77K | 0.00% | −164−49.8% | Reduced |
| Dunhill Financial, LLC | 163 | $6.69K | 0.00% | +4+2.5% | Added |
| Global Financial Private Client, LLC | 161 | $6.60K | 0.00% | +28+21.1% | Added |
| Clear Street Markets LLC | 157 | $6.44K | 0.00% | +157 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 153 | $6.28K | 0.01% | +153 | New |
| Abound Wealth Management | 151 | $6.21K | 0.00% | +6+4.1% | Added |
| Highline Wealth Partners LLC | 150 | $6.15K | 0.00% | +20+15.4% | Added |
| Centricity Wealth Management, LLC | 149 | $6.11K | 0.01% | +149 | New |
| Hallmark Capital Management Inc | 145 | $5.95K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 141 | $5.78K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 140 | $5.74K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 134 | $5.50K | 0.00% | +134 | New |
| Lowe Wealth Advisors, LLC | 124 | $5.09K | 0.00% | +124 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 128 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 121 | $4.96K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 119 | $4.88K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 114 | $4.68K | 0.00% | +20+21.3% | Added |
| Tortoise Investment Management, LLC | 113 | $4.63K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 111 | $4.55K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 106 | $4.35K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 102 | $4.18K | 0.00% | +102 | New |
| Olistico Wealth, LLC | 100 | $4.10K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 100 | $4.10K | 0.00% | +100 | New |
| Kayne Anderson Rudnick Investment Management LLC | 97 | $4.00K | 0.00% | +54+125.6% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 95 | $4.00K | 0.00% | +88+1,257.1% | Added |
| SJS Investment Consulting Inc. | 90 | $3.69K | 0.00% | +1+1.1% | Added |
| Golden State Wealth Management, LLC | 89 | $3.65K | 0.00% | +89 | New |
| Trifecta Capital Advisors, LLC | 85 | $3.49K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 83 | $3.40K | 0.00% | +33+66.0% | Added |
| Whipplewood Advisors, LLC | 83 | $3.40K | 0.00% | +83 | New |
| Kozak & Associates, Inc. | 78 | $3.33K | 0.00% | +78 | New |
| Motco | 80 | $3.28K | 0.00% | +80 | New |
| Murphy & Mullick Capital Management Corp | 79 | $3.24K | 0.00% | +79 | New |
| Cornerstone Planning Group LLC | 74 | $3.22K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 78 | $3.20K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 77 | $3.16K | 0.00% | +77 | New |
| Carolinas Wealth Consulting LLC | 76 | $3.12K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 74 | $3.04K | 0.00% | +4+5.7% | Added |
| Nova Wealth Management, Inc. | 72 | $2.95K | 0.00% | +72 | New |
| Stance Capital LLC | 70 | $2.87K | 0.00% | +70 | New |
| Lee Danner & Bass Inc | 69 | $2.83K | 0.00% | +69 | New |
| Toth Financial Advisory Corp | 60 | $2.46K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 60 | $2.46K | 0.00% | +60 | New |
| Bogart Wealth, LLC | 59 | $2.42K | 0.00% | +59 | New |
| Clark Wealth Partners | 58 | $2.38K | 0.00% | +58 | New |
| Legacy Bridge, LLC | 55 | $2.26K | 0.00% | +55 | New |
| Millstone Evans Group, LLC | 55 | $2.26K | 0.00% | +55 | New |
| Salem Investment Counselors Inc | 54 | $2.22K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 54 | $2.22K | 0.00% | +54 | New |
| Aspect Partners, LLC | 54 | $2.21K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 50 | $2.06K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Prestige Wealth Management Group LLC | 48 | $1.97K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 43 | $1.76K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 41 | $1.68K | 0.00% | −111−73.0% | Reduced |
| Trust Co | 39 | $1.60K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 33 | $1.35K | 0.00% | +18+120.0% | Added |
| JDM Financial Group LLC | 30 | $1.23K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 25 | $1.03K | 0.00% | −300−92.3% | Reduced |
| NVWM, LLC | 25 | $1.03K | 0.00% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 25 | $1.03K | 0.00% | +25 | New |
| Old Second National Bank of Aurora | 23 | $943 | 0.00% | +23 | New |
| Transcendent Capital Group LLC | 22 | $902 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 20 | $821 | 0.00% | +20 | New |
| Cape Investment Advisory, Inc. | 20 | $820 | 0.00% | +20 | New |
| Principia Wealth Advisory, LLC | 20 | $820 | 0.00% | +20 | New |
| MPWM Advisory Solutions, LLC | 18 | $738 | 0.00% | +18 | New |
| Winnow Wealth LLC | 18 | $731 | 0.00% | +18 | New |
| SIMA Wealth Partners, LLC | 18 | $723 | 0.00% | +18 | New |
| SOA Wealth Advisors, LLC. | 15 | $623 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 14 | $574 | 0.00% | +14 | New |
| Orion Capital Management LLC | 11 | $451 | 0.00% | +11 | New |
| Transce3nd, LLC | 11 | $451 | 0.00% | +11 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10 | $436 | 0.00% | −40−80.0% | Reduced |
| Frazier Financial Advisors, LLC | 10 | $410 | 0.00% | +10 | New |
| Sugar Maple Asset Management, LLC | 10 | $410 | 0.00% | +10 | New |
| Activest Wealth Management | 9 | $369 | 0.00% | +9 | New |
| NBC Securities, Inc. | 8 | $333 | 0.03% | −8,125−99.9% | Reduced |
| Richard W. Paul & Associates, LLC | 8 | $328 | 0.00% | −18−69.2% | Reduced |
| WPG Advisers, LLC | 4 | $164 | 0.00% | +4 | New |
| Cartenna Capital, LP | 0 | $0 | 0.00% | −1,625,000−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −949,526−100.0% | Sold out |
| Employees Provident Fund Board | 0 | $0 | 0.00% | −747,936−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −160,404−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −75,216−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −70,251−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −65,372−100.0% | Sold out |
| Tortoise Capital Advisors, L.L.C. | 0 | $0 | 0.00% | −38,763−100.0% | Sold out |