| TD Capital Management LLC | 39 | $53.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 39 | $53.1K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 39 | $53.1K | 0.00% | +35+875.0% | Added |
| Colonial Trust Advisors | 37 | $50.3K | 0.00% | +18+94.7% | Added |
| Valued Wealth Advisors LLC | 36 | $49.3K | 0.02% | +3+9.1% | Added |
| Anchor Investment Management, LLC | 36 | $49.0K | 0.00% | +13+56.5% | Added |
| Key Financial Inc | 35 | $47.6K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 35 | $47.6K | 0.03% | 00.0% | Unchanged |
| BFSG, LLC | 34 | $46.3K | 0.00% | +5+17.2% | Added |
| Signature Equity Partners, LLC | 34 | $45.7K | 0.02% | +2+6.3% | Added |
| Glen Eagle Advisors, LLC | 34 | $45.6K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 33 | $44.9K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 31 | $42.2K | 0.00% | +2+6.9% | Added |
| Loomis Sayles & Co L P | 31 | $42.2K | 0.00% | +12+63.2% | Added |
| MV Capital Management, Inc. | 30 | $40.8K | 0.00% | +1+3.4% | Added |
| Valley National Advisers Inc | 29 | $40.0K | 0.00% | −9−23.7% | Reduced |
| Grove Bank & Trust | 29 | $39.5K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 29 | $39.5K | 0.01% | +6+26.1% | Added |
| GHP Investment Advisors, Inc. | 28 | $38.1K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 28 | $38.1K | 0.00% | +1+3.7% | Added |
| GW&K Investment Management, LLC | 28 | $38.0K | 0.00% | +5+21.7% | Added |
| EFG International AG | 27 | $36.7K | 0.00% | +3+12.5% | Added |
| First Pacific Financial | 26 | $36.0K | 0.00% | −8−23.5% | Reduced |
| Private Wealth Management Group, LLC | 26 | $35.4K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 26 | $35.4K | 0.01% | +21+420.0% | Added |
| N.E.W. Advisory Services LLC | 25 | $34.0K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 25 | $34.0K | 0.00% | +25 | New |
| Torren Management, LLC | 24 | $32.7K | 0.02% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 24 | $32.6K | 0.01% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 23 | $31.3K | 0.02% | +22+2,200.0% | Added |
| Quaker Wealth Management, LLC | 23 | $31.3K | 0.01% | 00.0% | Unchanged |
| Graticule Asia Macro Advisors LLC | 22 | $29.9K | 0.00% | +22 | New |
| Colonial Trust Co | 20 | $27.8K | 0.00% | +7+53.8% | Added |
| Strengthening Families & Communities, LLC | 20 | $27.6K | 0.01% | −1,625−98.8% | Reduced |
| Delta Asset Management LLC | 20 | $27.2K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 20 | $27.2K | 0.02% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 19 | $25.8K | 0.02% | −69−78.4% | Reduced |
| Asset Dedication, LLC | 19 | $25.8K | 0.00% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 19 | $25.8K | 0.02% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 19 | $25.8K | 0.00% | +2+11.8% | Added |
| Webster Bank, N. A. | 19 | $25.8K | 0.00% | +4+26.7% | Added |
| Boreal Capital Management LLC | 18 | $24.5K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 18 | $24.5K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 18 | $24.5K | 0.01% | +18 | New |
| Salomon & Ludwin, LLC | 18 | $24.1K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 17 | $23.2K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 17 | $23.1K | 0.02% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 17 | $23.1K | 0.00% | +5+41.7% | Added |
| Ameriflex Group, Inc. | 17 | $23.1K | 0.01% | +8+88.9% | Added |
| Roble, Belko & Company, Inc | 16 | $22.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 16 | $21.8K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 16 | $21.8K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 16 | $21.7K | 0.01% | +15+1,500.0% | Added |
| Arlington Trust Co LLC | 15 | $20.4K | 0.00% | −14−48.3% | Reduced |
| Hoey Investments, Inc | 15 | $20.4K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 14 | $19.1K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 14 | $19.0K | 0.00% | −1−6.7% | Reduced |
| Joseph Group Capital Management | 14 | $19.0K | 0.00% | +2+16.7% | Added |
| Frazier Financial Advisors, LLC | 13 | $17.8K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $17.7K | 0.00% | +2+18.2% | Added |
| Cornerstone Financial Management LLC | 13 | $17.7K | 0.01% | +7+116.7% | Added |
| Avion Wealth | 13 | $17.0K | 0.00% | +1+8.3% | Added |
| Barnes Dennig Private Wealth Management LLC | 12 | $16.3K | 0.01% | +12 | New |
| Regatta Research & Money Management | 12 | $15.4K | 0.01% | +12 | New |
| Align Financial, LLC | 11 | $15.0K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $15.0K | 0.00% | +2+22.2% | Added |
| Sankala Group LLC | 11 | $14.4K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 10 | $14.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 10 | $13.6K | 0.00% | −15−60.0% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 10 | $13.6K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 10 | $13.6K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 10 | $13.6K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 10 | $13.6K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 10 | $13.6K | 0.00% | +3+42.9% | Added |
| Wilkerson Advisory Group LLC | 10 | $13.6K | 0.00% | +3+42.9% | Added |
| JPL Wealth Management, LLC | 9 | $12.2K | 0.00% | +5+125.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $12.2K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 9 | $12.2K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 9 | $12.2K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 9 | $12.2K | 0.00% | +5+125.0% | Added |
| Capital Advisors, Ltd. LLC | 9 | $12.0K | 0.00% | +2+28.6% | Added |
| Highline Wealth Partners LLC | 8 | $11.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 8 | $10.9K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $10.9K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 8 | $10.9K | 0.04% | −25−75.8% | Reduced |
| Provenance Wealth Advisors, LLC | 8 | $10.9K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 8 | $10.9K | 0.00% | +8 | New |
| Dunhill Financial, LLC | 7 | $10.8K | 0.00% | −1−12.5% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 7 | $10.0K | 0.00% | −4−36.4% | Reduced |
| Addison Advisors LLC | 7 | $9.52K | 0.00% | −1−12.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 7 | $9.52K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 7 | $9.52K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 7 | $9.52K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 7 | $9.52K | 0.00% | +3+75.0% | Added |
| Nemes Rush Group LLC | 7 | $9.52K | 0.00% | +4+133.3% | Added |
| Investment Research & Advisory Group, Inc. | 4 | $9.52K | 0.00% | +4 | New |
| Gleason Group, Inc. | 7 | $9.52K | 0.00% | +7 | New |
| Ogorek Anthony Joseph | 7 | $9.00K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 8 | $8.73K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 6 | $8.16K | 0.00% | 00.0% | Unchanged |