| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 5 | $952 | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 7 | $1.24K | 0.00% | +7 | New |
| Gen-Wealth Partners Inc | 10 | $1.90K | 0.00% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 467,911 | $2.46K | 0.08% | +467,911 | New |
| Creative Capital Management Investments LLC | 13 | $2.48K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 20 | $3.81K | 0.00% | +20 | New |
| Financially Speaking Inc | 21 | $4.00K | 0.00% | +21 | New |
| Accordant Advisory Group Inc | 25 | $4.76K | 0.00% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 26 | $4.95K | 0.00% | +26 | New |
| Clal Insurance Enterprises Holdings Ltd | 24 | $5.00K | 0.00% | +24 | New |
| FLP Wealth Management, LLC | 28 | $5.35K | 0.01% | +28 | New |
| NBC Securities, Inc. | 31 | $5.92K | 0.54% | −31,245−99.9% | Reduced |
| WestEnd Advisors, LLC | 34 | $6.47K | 0.00% | −3−8.1% | Reduced |
| Mendota Financial Group, LLC | 40 | $7.62K | 0.00% | −2−4.8% | Reduced |
| Luken Investment Analytics, LLC | 40 | $7.62K | 0.00% | +40 | New |
| ROSS\JOHNSON & Associates LLC | 40 | $7.62K | 0.18% | +40 | New |
| Parkworth Wealth Management, Inc. | 51 | $9.52K | 0.01% | +51 | New |
| C M Bidwell & Associates Ltd | 60 | $11.4K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 76 | $14.5K | 0.00% | −82,218−99.9% | Reduced |
| Principia Wealth Advisory, LLC | 76 | $14.5K | 0.01% | +76 | New |
| Fairman Group, LLC | 80 | $15.2K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 80 | $15.5K | 0.01% | +80 | New |
| Richardson Capital Management LLC | 84 | $16.0K | 0.01% | 00.0% | Unchanged |
| Fairway Wealth LLC | 86 | $16.4K | 0.01% | +86 | New |
| Bruce G. Allen Investments, LLC | 88 | $16.8K | 0.01% | −3−3.3% | Reduced |
| Quest 10 Wealth Builders, Inc. | 88 | $16.8K | 0.02% | +88 | New |
| USA Financial Portformulas Corp | 91 | $17.3K | 0.00% | −12,158−99.3% | Reduced |
| Stance Capital LLC | 93 | $17.7K | 0.01% | +93 | New |
| Horrell Capital Management, Inc. | 100 | $19.0K | 0.01% | 00.0% | Unchanged |
| Robbins Farley LLC | 100 | $19.0K | 0.01% | 00.0% | Unchanged |
| Avenir Tech Ltd | 100 | $19.0K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 100 | $19.1K | 0.01% | 00.0% | Unchanged |
| Eukles Asset Management | 102 | $19.4K | 0.01% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 110 | $20.9K | 0.01% | 00.0% | Unchanged |
| Friedenthal Financial | 110 | $21.0K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 120 | $22.9K | 0.01% | −54−31.0% | Reduced |
| CGC Financial Services, LLC | 128 | $24.4K | 0.01% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 135 | $25.7K | 0.01% | −76−36.0% | Reduced |
| Fiduciary Advisors, Inc. | 140 | $26.7K | 0.03% | +140 | New |
| LSV Asset Management | 140 | $27.0K | 0.00% | +140 | New |
| Winnow Wealth LLC | 201 | $37.8K | 0.04% | +201 | New |
| Guardian Wealth Management, Inc. | 200 | $38.0K | 0.03% | +1+0.5% | Added |
| Old Point Trust & Financial Services N A | 200 | $38.1K | 0.01% | −40−16.7% | Reduced |
| Equitec Proprietary Markets, LLC | 200 | $38.1K | 0.26% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 200 | $38.1K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 200 | $38.1K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 200 | $38.1K | 0.02% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 200 | $38.1K | 0.02% | 00.0% | Unchanged |
| Robinswood Financial LLC | 200 | $38.1K | 0.01% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 200 | $38.1K | 0.03% | +200 | New |
| Mountain Hill Investment Partners Corp. | 203 | $38.7K | 0.04% | +203 | New |
| Dakota Community Bank & Trust NA | 220 | $41.9K | 0.20% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 224 | $42.7K | 0.03% | +224 | New |
| Sellwood Investment Partners LLC | 228 | $43.4K | 0.02% | +228 | New |
| Armor Investment Advisors, LLC | 230 | $43.8K | 0.02% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 240 | $45.7K | 0.04% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 225 | $46.3K | 0.03% | +167+287.9% | Added |
| Clear Investment Research, LLC | 245 | $46.7K | 0.06% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 247 | $47.0K | 0.03% | 00.0% | Unchanged |
| Clark Wealth Partners | 248 | $47.2K | 0.04% | +248 | New |
| Sanctuary Wealth Management, L.L.C. | 249 | $47.4K | 0.03% | −2−0.8% | Reduced |
| Hoese & Co LLP | 260 | $49.5K | 0.04% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 299 | $50.0K | 0.04% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 266 | $50.7K | 0.02% | +66+33.0% | Added |
| Ball & Co Wealth Management Inc. | 280 | $53.0K | 0.04% | +280 | New |
| Caitlin John, LLC | 278 | $53.0K | 0.04% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 280 | $53.3K | 0.04% | −200−41.7% | Reduced |
| Legend Financial Advisors, Inc. | 280 | $53.3K | 0.04% | 00.0% | Unchanged |
| Family CFO Inc | 280 | $53.3K | 0.03% | 00.0% | Unchanged |
| Triavera Capital LLC | 282 | $53.7K | 0.03% | +282 | New |
| William B. Walkup & Associates, Inc. | 285 | $54.3K | 0.03% | +285 | New |
| Longview Financial Advisors LLC | 287 | $54.7K | 0.04% | +287 | New |
| True Wealth Design, LLC | 293 | $55.8K | 0.02% | +65+28.5% | Added |
| Richardson Financial Services Inc. | 295 | $56.7K | 0.04% | −65−18.1% | Reduced |
| EnRich Financial Partners LLC | 307 | $58.5K | 0.02% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 310 | $59.1K | 0.04% | +310 | New |
| Essex Investment Management Co LLC | 320 | $60.9K | 0.01% | 00.0% | Unchanged |
| Compass Financial Services Inc | 341 | $64.9K | 0.04% | +341 | New |
| 1620 Investment Advisors, Inc. | 343 | $65.3K | 0.05% | +85+32.9% | Added |
| Cedar Mountain Advisors, LLC | 354 | $67.4K | 0.01% | −63−15.1% | Reduced |
| Copia Wealth Management | 355 | $67.6K | 0.06% | +355 | New |
| Financial Connections Group, Inc. | 358 | $68.0K | 0.03% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 360 | $68.6K | 0.03% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 361 | $68.7K | 0.02% | +1+0.3% | Added |
| Iron Horse Wealth Management, LLC | 362 | $68.9K | 0.02% | +18+5.2% | Added |
| Hillsdale Investment Management Inc. | 365 | $69.5K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 367 | $69.9K | 0.01% | −140−27.6% | Reduced |
| Horizons Wealth Management | 380 | $72.4K | 0.06% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 523 | $75.9K | 0.06% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 400 | $76.2K | 0.05% | −200−33.3% | Reduced |
| Consultiva Wealth Management, Corp. | 400 | $76.2K | 0.38% | +400 | New |
| Kieckhefer Group LLC | 400 | $76.2K | 0.05% | +400 | New |
| Vermillion Wealth Management, Inc. | 414 | $78.9K | 0.04% | +414 | New |
| Chesapeake Asset Management LLC | 415 | $79.1K | 0.07% | 00.0% | Unchanged |
| Windsor Advisory Group, LLC | 416 | $79.2K | 0.09% | +175+72.6% | Added |
| Lowe Wealth Advisors, LLC | 417 | $79.4K | 0.03% | +117+39.0% | Added |
| Horizon Financial Services, LLC | 418 | $79.6K | 0.04% | +225+116.6% | Added |
| Roxbury Financial LLC | 492 | $84.0K | 0.08% | +492 | New |
| Peoples Bank | 450 | $85.7K | 0.06% | 00.0% | Unchanged |
