| Strengthening Families & Communities, LLC | 4,384 | $142.0K | 0.11% | +4,384 | New |
| Financial Avengers, Inc. | 347 | $144.0K | 0.09% | +1+0.3% | Added |
| Coastal Capital Group, Inc. | 351 | $146.0K | 0.03% | +2+0.6% | Added |
| Monolith Advisors | 351 | $146.0K | 0.12% | +351 | New |
| First Community Trust NA | 357 | $148.2K | 0.12% | +357 | New |
| Avion Wealth | 359 | $149.0K | 0.04% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 379 | $157.0K | 0.05% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 402 | $167.0K | 0.05% | −57−12.4% | Reduced |
| Baldrige Asset Management LLC | 410 | $170.0K | 0.07% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 409 | $170.0K | 0.17% | +409 | New |
| Exane Derivatives | 413 | $171.4K | 0.04% | −1,240−75.0% | Reduced |
| Empire Life Investments Inc. | 417 | $173.0K | 0.01% | −24−5.4% | Reduced |
| Emerald Mutual Fund Advisers Trust | 418 | $173.0K | 0.01% | +418 | New |
| Boit C F David | 425 | $176.0K | 0.11% | 00.0% | Unchanged |
| NewSquare Capital LLC | 425 | $176.0K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 423 | $176.0K | 0.10% | +423 | New |
| Masso Torrence Wealth Management Inc. | 426 | $177.0K | 0.12% | +426 | New |
| Evolution Advisers, Inc. | 440 | $182.0K | 0.13% | +440 | New |
| Surevest, LLC | 445 | $185.0K | 0.04% | +445 | New |
| Beacon Capital Management, Inc. | 450 | $187.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 453 | $188.0K | 0.08% | −75−14.2% | Reduced |
| Syverson Strege & Co | 460 | $191.0K | 0.14% | −172−27.2% | Reduced |
| Maryland Capital Advisors Inc. | 460 | $191.0K | 0.16% | +460 | New |
| Institutional & Family Asset Management, LLC | 466 | $193.0K | 0.03% | −289−38.3% | Reduced |
| Rocky Mountain Advisers, LLC | 467 | $194.0K | 0.22% | 00.0% | Unchanged |
| TAP Consulting, LLC | 474 | $197.0K | 0.04% | +474 | New |
| Winton Group Ltd | 483 | $200.0K | 0.01% | −9,841−95.3% | Reduced |
| Alphasimplex Group, LLC | 483 | $200.0K | 0.34% | −1,394−74.3% | Reduced |
| Hillsdale Investment Management Inc. | 482 | $200.0K | 0.01% | −43−8.2% | Reduced |
| Joseph P. Lucia & Associates, LLC | 481 | $200.0K | 0.13% | +2+0.4% | Added |
| Wooster Corthell Wealth Management, Inc. | 481 | $200.0K | 0.05% | +481 | New |
| Del-Sette Capital Management, LLC | 485 | $201.0K | 0.19% | +485 | New |
| Spring Capital Management, LLC | 484 | $201.0K | 0.16% | +484 | New |
| Earnest Partners LLC | 487 | $202.0K | 0.00% | 00.0% | Unchanged |
| Boothe Investment Group, Inc. | 487 | $202.0K | 0.11% | +487 | New |
| Charles Carroll Financial Partners, LLC | 490 | $203.0K | 0.20% | +490 | New |
| Endowment Wealth Management, Inc. | 490 | $203.0K | 0.21% | +490 | New |
| Seizert Capital Partners, LLC | 492 | $204.0K | 0.01% | +492 | New |
| Brand Asset Management Group, Inc. | 494 | $205.0K | 0.09% | +494 | New |
| HFG Advisors, Inc. | 493 | $205.0K | 0.23% | +493 | New |
| Mission Financial Group, LLC | 599 | $206.1K | 0.19% | +599 | New |
| Wilkinson Global Asset Management LLC | 498 | $207.0K | 0.01% | +498 | New |
| Advisory Resource Group | 564 | $207.0K | 0.07% | +564 | New |
| Leo H. Evart, Inc. | 498 | $207.0K | 0.20% | +498 | New |
| Pacific Wealth Management | 500 | $208.0K | 0.16% | +500 | New |
| Compass Ion Advisors, LLC | 503 | $209.0K | 0.07% | +503 | New |
| ML & R Wealth Management LLC | 504 | $209.0K | 0.08% | +504 | New |
| Marotta Asset Management | 507 | $210.4K | 0.05% | +507 | New |
| O'Brien Greene & Co. Inc | 508 | $211.0K | 0.07% | +508 | New |
| Bond & Devick Financial Network, Inc. | 509 | $211.0K | 0.16% | +509 | New |
| Legacy Wealth Planning, LLC | 511 | $212.0K | 0.24% | −364−41.6% | Reduced |
| Magellan Asset Management Ltd | 514 | $213.0K | 0.00% | −977−65.5% | Reduced |
| Diversified Portfolios, Inc. | 513 | $213.0K | 0.05% | +513 | New |
| Mokosak Advisory Group, LLC | 512 | $213.0K | 0.08% | +512 | New |
| Howard Financial Services, Ltd. | 513 | $213.0K | 0.06% | +513 | New |
| Portfolio Strategies, Inc. | 516 | $214.0K | 0.04% | +516 | New |
| Element Pointe Advisors, LLC | 516 | $214.0K | 0.07% | +516 | New |
| Rothschild & Co Asset Management US Inc. | 518 | $215.0K | 0.00% | +518 | New |
| Welch Capital Partners LLC | 517 | $215.0K | 0.05% | +517 | New |
| PYA Waltman Capital, LLC | 517 | $215.0K | 0.11% | +517 | New |
| Connolly Sarah T. | 519 | $215.0K | 0.12% | +519 | New |
| Professional Financial Advisors, LLC | 520 | $216.0K | 0.09% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 520 | $216.0K | 0.13% | +1+0.2% | Added |
| 4J Wealth Management LLC | 521 | $216.0K | 0.18% | +521 | New |
| Cottonwood Capital Advisors, LLC | 523 | $217.0K | 0.17% | +523 | New |
| NEIRG Wealth Management, LLC | 522 | $217.0K | 0.04% | +522 | New |
| Neumann Capital Management, LLC | 525 | $218.0K | 0.09% | +525 | New |
| Benchmark Wealth Management, LLC | 525 | $218.0K | 0.14% | +525 | New |
| Raub Brock Capital Management LP | 670 | $220.0K | 0.03% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 530 | $220.0K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 530 | $220.0K | 0.03% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 530 | $220.0K | 0.03% | +530 | New |
| Retirement Planning Group | 530 | $220.0K | 0.02% | +530 | New |
| Icapital Wealth LLC | 530 | $220.0K | 0.09% | +530 | New |
| Peak Asset Management, LLC | 535 | $222.0K | 0.05% | +535 | New |
| Financial Planning & Information Services, Inc. | 536 | $222.0K | 0.05% | +536 | New |
| Investment Advisory Group, LLC | 625 | $222.0K | 0.14% | +625 | New |
| Cedar Wealth Management, LLC | 537 | $223.0K | 0.09% | +149+38.4% | Added |
| Raffa Wealth Management, LLC | 540 | $224.1K | 0.07% | +6+1.1% | Added |
| Columbia Advisory Partners LLC | 542 | $225.0K | 0.22% | +542 | New |
| American Research & Management Co. | 545 | $226.0K | 0.05% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 544 | $226.0K | 0.04% | +5+0.9% | Added |
| Lorne Steinberg Wealth Management Inc. | 549 | $228.0K | 0.10% | +549 | New |
| V2 Financial group LLC | 550 | $228.3K | 0.18% | +550 | New |
| Peak Financial Advisors LLC | 551 | $229.0K | 0.18% | +551 | New |
| Kelly Financial Services LLC | 553 | $229.5K | 0.11% | +17+3.2% | Added |
| Crumly & Associates Inc. | 630 | $230.0K | 0.09% | −224−26.2% | Reduced |
| Vista Investment Management | 555 | $230.0K | 0.12% | +555 | New |
| Twelve Points Wealth Management LLC | 554 | $230.0K | 0.19% | +554 | New |
| Acas, LLC | 557 | $231.0K | 0.34% | +557 | New |
| Sloy Dahl & Holst, LLC | 706 | $232.0K | 0.05% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 559 | $232.0K | 0.09% | +71+14.5% | Added |
| Richard P Slaughter Associates Inc | 563 | $233.0K | 0.08% | +563 | New |
| One Day In July LLC | 564 | $234.0K | 0.05% | +564 | New |
| Horizon Investment Services, LLC | 565 | $235.0K | 0.11% | +565 | New |
| Spectrum Wealth Advisory Group, LLC | 567 | $235.0K | 0.21% | +567 | New |
| HawsGoodwin Investment Management LLC | 567 | $235.0K | 0.07% | +567 | New |
| Retirement Solution Inc. | 570 | $236.0K | 0.10% | −107−15.8% | Reduced |
| Ellsworth Advisors, LLC | 569 | $236.0K | 0.09% | −93−14.0% | Reduced |
| TD Ameritrade Investment Management, LLC | 570 | $237.0K | 0.00% | +210+58.3% | Added |
