| Strategic Advocates LLC | 100 | $22.8K | 0.01% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 100 | $22.5K | 0.02% | −1,000−90.9% | Reduced |
| Bullock Wealth Management Group | 100 | $22.5K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 100 | $22.5K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $22.5K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 100 | $22.5K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 100 | $22.5K | 0.00% | +100 | New |
| ORG Partners LLC | 100 | $22.5K | 0.00% | +34+51.5% | Added |
| Concord Wealth Partners | 95 | $21.4K | 0.00% | −164−63.3% | Reduced |
| NFJ Investment Group, LLC | 91 | $20.5K | 0.00% | −29,167−99.7% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 87 | $19.6K | 0.02% | +87 | New |
| Union Bancaire Privee, UBP SA | 84 | $19.1K | 0.00% | +84 | New |
| Bell Investment Advisors, Inc | 84 | $18.9K | 0.00% | +30+55.6% | Added |
| Old Point Trust & Financial Services N A | 82 | $18.5K | 0.01% | +82 | New |
| Hillsdale Investment Management Inc. | 80 | $18.0K | 0.00% | +80 | New |
| GPS Wealth Strategies Group, LLC | 78 | $17.6K | 0.01% | −236−75.2% | Reduced |
| Vermillion Wealth Management, Inc. | 78 | $17.6K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 76 | $17.1K | 0.02% | +76 | New |
| CBIZ Investment Advisory Services, LLC | 75 | $16.9K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 72 | $16.2K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 69 | $15.6K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 69 | $15.6K | 0.00% | +69 | New |
| Bravera Wealth | 69 | $15.6K | 0.01% | +69 | New |
| Salomon & Ludwin, LLC | 66 | $15.5K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 68 | $15.3K | 0.00% | +61+871.4% | Added |
| McIlrath & Eck, LLC | 65 | $14.7K | 0.00% | 00.0% | Unchanged |
| Swiss Re Ltd | 65 | $14.7K | 0.00% | +65 | New |
| Kemnay Advisory Services Inc. | 65 | $14.7K | 0.00% | +65 | New |
| Maseco LLP | 60 | $13.5K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 57 | $12.8K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 57 | $12.8K | 0.00% | +57 | New |
| Elyxium Wealth, LLC | 57 | $12.8K | 0.00% | +57 | New |
| Alerus Financial NA | 56 | $12.6K | 0.00% | −59−51.3% | Reduced |
| Kilter Group LLC | 56 | $12.6K | 0.01% | +17+43.6% | Added |
| Private Wealth Management Group, LLC | 55 | $12.4K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 55 | $12.4K | 0.00% | +18+48.6% | Added |
| POM Investment Strategies, LLC | 55 | $12.4K | 0.01% | +55 | New |
| Rational Advisors LLC | 54 | $12.2K | 0.00% | +5+10.2% | Added |
| Sachetta, LLC | 81 | $11.8K | 0.01% | +45+125.0% | Added |
| Frazier Financial Advisors, LLC | 50 | $11.3K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 50 | $11.3K | 0.01% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 50 | $11.3K | 0.01% | +50 | New |
| Midwest Capital Advisors, LLC | 49 | $11.0K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 49 | $11.0K | 0.00% | +18+58.1% | Added |
| Avion Wealth | 53 | $11.0K | 0.00% | −3−5.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 48 | $10.8K | 0.00% | +2+4.3% | Added |
| Stephenson National Bank & Trust | 45 | $10.1K | 0.00% | −60−57.1% | Reduced |
| Meeder Asset Management Inc | 45 | $10.1K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 45 | $10.1K | 0.01% | +29+181.3% | Added |
| Capital Analysts, LLC | 44 | $10.0K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 44 | $9.92K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 42 | $9.47K | 0.01% | +20+90.9% | Added |
| Cornerstone Financial Management LLC | 42 | $9.47K | 0.01% | +42 | New |
| Dogwood Wealth Management LLC | 40 | $9.02K | 0.00% | −25−38.5% | Reduced |
| Aspect Partners, LLC | 40 | $9.02K | 0.00% | +4+11.1% | Added |
| Capital Advisors, Ltd. LLC | 40 | $9.00K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 35 | $8.44K | 0.07% | −15−30.0% | Reduced |
| Howard Hughes Medical Institute | 36 | $8.12K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 35 | $7.89K | 0.00% | +7+25.0% | Added |
| Carolina Wealth Advisors, LLC | 33 | $7.44K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 41 | $7.40K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 32 | $7.21K | 0.00% | −15−31.9% | Reduced |
| Wilkerson Advisory Group LLC | 32 | $7.21K | 0.00% | +32 | New |
| Sunbelt Securities, Inc. | 31 | $6.99K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 31 | $6.99K | 0.00% | +10+47.6% | Added |
| Greenline Wealth Management LLC | 31 | $6.99K | 0.01% | +31 | New |
| Delta Asset Management LLC | 30 | $6.76K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 29 | $6.54K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 29 | $6.54K | 0.00% | +6+26.1% | Added |
| Basecamp Wealth Advisors LLC | 29 | $6.54K | 0.00% | +29 | New |
| DT Investment Partners, LLC | 28 | $6.31K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 27 | $6.09K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 28 | $6.00K | 0.00% | −16−36.4% | Reduced |
| Truvestments Capital LLC | 26 | $5.86K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 25 | $5.63K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 25 | $5.63K | 0.00% | +25 | New |
| Imprint Wealth LLC | 23 | $5.18K | 0.02% | −61−72.6% | Reduced |
| Hughes Financial Services, LLC | 23 | $5.18K | 0.00% | −3−11.5% | Reduced |
| Robinswood Financial LLC | 23 | $5.18K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 20 | $4.75K | 0.00% | +2+11.1% | Added |
| DiNuzzo Private Wealth, Inc. | 21 | $4.73K | 0.00% | +10+90.9% | Added |
| Chilton Capital Management LLC | 20 | $4.51K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 20 | $4.51K | 0.00% | +4+25.0% | Added |
| Plante Moran Financial Advisors, LLC | 20 | $4.51K | 0.00% | +19+1,900.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $4.51K | 0.00% | +20 | New |
| Principia Wealth Advisory, LLC | 19 | $4.28K | 0.00% | +2+11.8% | Added |
| Abound Wealth Management | 19 | $4.19K | 0.00% | +1+5.6% | Added |
| Financial Consulate, Inc | 18 | $4.06K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 18 | $4.06K | 0.00% | +18 | New |
| Winnow Wealth LLC | 17 | $3.84K | 0.00% | +11+183.3% | Added |
| Trust Co of Vermont | 17 | $3.83K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 17 | $3.83K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 16 | $3.61K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 16 | $3.61K | 0.01% | +16 | New |
| Monetary Solutions, Ltd | 16 | $3.61K | 0.00% | +16 | New |
| Piscataqua Savings Bank | 16 | $3.61K | 0.00% | +16 | New |
| Pier Capital, LLC | 14 | $3.16K | 0.00% | −28−66.7% | Reduced |
| Valley National Advisers Inc | 17 | $3.00K | 0.00% | +5+41.7% | Added |
| Rossby Financial, LCC | 13 | $2.93K | 0.00% | +10+333.3% | Added |
