| New England Capital Financial Advisors LLC | 393 | $51.5K | 0.04% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 375 | $49.2K | 0.02% | +375 | New |
| RE Dickinson Investment Advisors, LLC | 374 | $49.0K | 0.02% | +59+18.7% | Added |
| Resurgent Financial Advisors LLC | 369 | $48.4K | 0.03% | −229−38.3% | Reduced |
| Robbins Farley LLC | 366 | $48.0K | 0.04% | −28−7.1% | Reduced |
| Paladin Advisory Group, LLC | 348 | $45.6K | 0.04% | +348 | New |
| Grey Fox Wealth Advisors, LLC | 337 | $44.2K | 0.03% | +275+443.5% | Added |
| Versant Capital Management, Inc | 337 | $44.2K | 0.01% | +300+810.8% | Added |
| Kelly Financial Services LLC | 335 | $44.0K | 0.02% | +2+0.6% | Added |
| ZRC Wealth Management, LLC | 331 | $43.4K | 0.04% | +331 | New |
| McClarren Financial Advisors, Inc. | 333 | $43.0K | 0.04% | +3+0.9% | Added |
| Pacific Center for Financial Services | 312 | $40.9K | 0.01% | +312 | New |
| Kelly Lawrence W & Associates Inc | 308 | $40.4K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 305 | $40.0K | 0.04% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 300 | $39.3K | 0.01% | +42+16.3% | Added |
| RFP Financial Group LLC | 296 | $38.8K | 0.04% | −775−72.4% | Reduced |
| First Command Advisory Services, Inc. | 280 | $36.7K | 0.00% | +280 | New |
| JJJ Advisors Inc. | 283 | $36.3K | 0.01% | −61−17.7% | Reduced |
| TSFG, LLC | 259 | $34.0K | 0.01% | +3+1.2% | Added |
| Morton Brown Family Wealth, LLC | 256 | $33.6K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 250 | $33.0K | 0.00% | +250 | New |
| Western Pacific Wealth Management, LP | 251 | $32.9K | 0.03% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 230 | $30.2K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 221 | $29.0K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $28.5K | 0.03% | – | – |
| Financial Synergies Wealth Advisors, Inc. | 217 | $28.4K | 0.00% | +142+189.3% | Added |
| Clearview Wealth Advisors LLC | 213 | $27.9K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 210 | $27.5K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 208 | $27.3K | 0.01% | −108−34.2% | Reduced |
| Gleason Group, Inc. | 203 | $26.6K | 0.01% | +2+1.0% | Added |
| Kempen Capital Management N.V. | 203 | $26.6K | 0.00% | −162−44.4% | Reduced |
| Lam Group, Inc. | 202 | $26.5K | 0.03% | 00.0% | Unchanged |
| Insight Financial Services | 197 | $25.8K | 0.11% | −17−7.9% | Reduced |
| Red Tortoise LLC | 194 | $25.4K | 0.02% | +2+1.0% | Added |
| Raffa Wealth Management, LLC | 180 | $23.6K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 172 | $23.0K | 0.01% | −1,542−90.0% | Reduced |
| PFG Private Wealth Management, LLC | 170 | $22.3K | 0.01% | +14+9.0% | Added |
| Sageworth Trust Co | 162 | $21.2K | 0.00% | +142+710.0% | Added |
| Financial Perspectives, Inc | 160 | $21.0K | 0.01% | +120+300.0% | Added |
| Brown Shipley& Co Ltd | 162 | $20.9K | 0.01% | +162 | New |
| Luken Investment Analytics, LLC | 150 | $19.7K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 150 | $19.7K | 0.01% | 00.0% | Unchanged |
| 25 LLC | 158 | $19.5K | 0.01% | +158 | New |
| CarsonAllaria Wealth Management, Ltd. | 144 | $18.9K | 0.02% | +144 | New |
| Horrell Capital Management, Inc. | 139 | $18.0K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 128 | $16.8K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 118 | $15.6K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 112 | $15.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 112 | $14.7K | 0.01% | +94+522.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 110 | $14.4K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 109 | $14.3K | 0.00% | −18−14.2% | Reduced |
| Cedar Mountain Advisors, LLC | 108 | $14.1K | 0.00% | +2+1.9% | Added |
| New Millennium Group LLC | 105 | $13.8K | 0.01% | −9−7.9% | Reduced |
| Mendota Financial Group, LLC | 105 | $13.7K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 103 | $13.4K | 0.00% | +28+37.3% | Added |
| Clear Perspectives Financial Planning, LLC | 102 | $13.4K | 0.01% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 100 | $13.1K | 0.00% | 00.0% | Unchanged |
| Avondale Wealth Management | 100 | $13.1K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $13.1K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 100 | $13.1K | 0.00% | +100 | New |
| Trivant Custom Portfolio Group, LLC | 100 | $13.1K | 0.01% | +100 | New |
| Evolution Advisers, Inc. | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 98 | $12.8K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $12.8K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 97 | $12.7K | 0.00% | −23−19.2% | Reduced |
| Timber Creek Capital Management LLC | 95 | $12.5K | 0.00% | 00.0% | Unchanged |
| Family CFO Inc | 78 | $10.2K | 0.01% | +1+1.3% | Added |
| Winch Advisory Services, LLC | 77 | $10.0K | 0.00% | +1+1.3% | Added |
| Bromfield Sneider Wealth Advisors | 72 | $9.44K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 70 | $9.00K | 0.01% | −45−39.1% | Reduced |
| Ofi Invest Asset Management | 1,173,911 | $8.96K | 0.05% | +1,173,911 | New |
| PayPay Securities Corp | 61 | $8.00K | 0.53% | −39−39.0% | Reduced |
| Pointe Capital Management LLC | 61 | $8.00K | 0.01% | +61 | New |
| Level Financial Advisors, Inc. | 59 | $7.76K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 59 | $7.74K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 50 | $6.55K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 41 | $5.38K | 0.00% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 40 | $5.24K | 0.00% | +40 | New |
| Bellwether Advisors, LLC | 40 | $5.24K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 40 | $5.13K | 0.00% | +40 | New |
| Core Wealth Advisors, Inc. | 36 | $4.72K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 30 | $3.93K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 21 | $2.75K | 0.00% | +21 | New |
| Pacifica Partners Inc. | 19 | $2.47K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 16 | $2.10K | 0.00% | +16 | New |
| Garda Capital Partners LP | 15 | $1.97K | 0.00% | +15 | New |
| Canada Pension Plan Investment Board | 10 | $1.31K | 0.00% | −24−70.6% | Reduced |
| Eukles Asset Management | 10 | $1.31K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 9 | $1.18K | 0.00% | +9 | New |
| Richard W. Paul & Associates, LLC | 8 | $1.05K | 0.00% | −6−42.9% | Reduced |
| KB Financial Partners, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $787 | 0.00% | – | – |
| Tfo-TDC, LLC | 3 | $393 | 0.00% | −1−25.0% | Reduced |
| Bourgeon Capital Management LLC | 2 | $263 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 131 | $195 | 0.01% | −10−7.1% | Reduced |
| Summit Wealth Group, LLC | 81,134 | $1 | 0.02% | +81,134 | New |
| Strengthening Families & Communities, LLC | 14,084 | – | – | +780+5.9% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Quilter Plc | 669 | – | – | +669 | New |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −340,372−100.0% | Sold out |
