| Castleview Partners, LLC | 1 | $372 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1 | $388 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1 | $414 | 0.00% | −50−98.0% | Reduced |
| New Millennium Group LLC | 1 | $435 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 4 | $1.49K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5 | $1.77K | 0.00% | +5 | New |
| Impact Partnership Wealth, LLC | 5 | $1.86K | 0.00% | −30−85.7% | Reduced |
| Morton Brown Family Wealth, LLC | 5 | $1.86K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 5 | $2.00K | 0.00% | +5 | New |
| Iron Horse Wealth Management, LLC | 6 | $2.23K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 6 | $2.23K | 0.00% | +6 | New |
| True Wealth Design, LLC | 6 | $2.23K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 6 | $2.23K | 0.00% | +1+20.0% | Added |
| Horizons Wealth Management | 7 | $2.61K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 7 | $2.61K | 0.00% | +7 | New |
| Glass Jacobson Investment Advisors llc | 7 | $2.61K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 8 | $2.98K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 9 | $3.35K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 10 | $3.72K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 10 | $3.72K | 0.01% | +10 | New |
| Magnolia Capital Management Ltd | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 11 | $4.10K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 11 | $4.10K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 12 | $4.28K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 12 | $4.47K | 0.00% | +12 | New |
| Investors Research Corp | 15 | $5.58K | 0.00% | −16−51.6% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 15 | $5.58K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 18 | $6.70K | 0.00% | −149−89.2% | Reduced |
| Cape Investment Advisory, Inc. | 18 | $6.70K | 0.00% | −39−68.4% | Reduced |
| McIlrath & Eck, LLC | 18 | $6.70K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 19 | $7.08K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 20 | $7.45K | 0.00% | −202−91.0% | Reduced |
| Addison Advisors LLC | 20 | $7.45K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 21 | $7.82K | 0.00% | −2−8.7% | Reduced |
| North Star Investment Management Corp. | 21 | $7.82K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 21 | $7.82K | 0.00% | 00.0% | Unchanged |
| Kenfarb & Co. | 21 | $7.82K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 22 | $8.11K | 0.00% | +22 | New |
| Oliver Lagore Vanvalin Investment Group | 23 | $8.56K | 0.00% | +18+360.0% | Added |
| Jamison Private Wealth Management, Inc. | 23 | $8.56K | 0.00% | +23 | New |
| HighMark Wealth Management LLC | 26 | $9.68K | 0.01% | −2−7.1% | Reduced |
| Quarry LP | 26 | $9.68K | 0.01% | +26 | New |
| Barrett & Company, Inc. | 27 | $10.1K | 0.01% | +27 | New |
| Bull Oak Capital, LLC | 27 | $10.1K | 0.01% | +27 | New |
| Bogart Wealth, LLC | 28 | $10.4K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 28 | $10.4K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 28 | $10.6K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 29 | $10.8K | 0.01% | +29 | New |
| Peoples Bank | 30 | $11.2K | 0.01% | +30 | New |
| Arcadia Investment Management Corp | 31 | $11.5K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 32 | $11.9K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 36 | $13.0K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 35 | $13.0K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 37 | $13.7K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 38 | $14.1K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 38 | $14.1K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 39 | $14.5K | 0.01% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 5,034 | $14.7K | 0.43% | 00.0% | Unchanged |
| Avion Wealth | 41 | $15.0K | 0.00% | +9+28.1% | Added |
| Cohen & Steers, Inc. | 41 | $15.0K | 0.00% | +41 | New |
| Albion Financial Group | 41 | $15.3K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 42 | $15.6K | 0.00% | +13+44.8% | Added |
| Hazlett, Burt & Watson, Inc. | 42 | $16.0K | 0.01% | +17+68.0% | Added |
| HHM Wealth Advisors, LLC | 43 | $16.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 48 | $17.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 46 | $17.1K | 0.00% | −1−2.1% | Reduced |
| Provenance Wealth Advisors, LLC | 46 | $17.1K | 0.00% | +46 | New |
| Baldwin Brothers Inc | 47 | $17.5K | 0.00% | +4+9.3% | Added |
| Solstein Capital, LLC | 48 | $17.9K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 48 | $17.9K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 48 | $18.0K | 0.01% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 49 | $18.2K | 0.01% | +3+6.5% | Added |
| CGC Financial Services, LLC | 50 | $18.5K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 50 | $18.6K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 50 | $18.6K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 50 | $18.6K | 0.01% | +50 | New |
| Column Capital Advisors, LLC | 53 | $19.7K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 54 | $20.1K | 0.00% | +54 | New |
| Silicon Valley Capital Partners | 55 | $20.6K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 56 | $20.8K | 0.01% | +27+93.1% | Added |
| Newbridge Financial Services Group, Inc. | 56 | $20.9K | 0.01% | +22+64.7% | Added |
| Fred Alger Management, LLC | 61 | $22.7K | 0.00% | −56−47.9% | Reduced |
| Bangor Savings Bank | 62 | $23.1K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 62 | $23.1K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 63 | $23.5K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 69 | $25.7K | 0.01% | +38+122.6% | Added |
| Knott David M Jr | 70 | $26.0K | 0.01% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 70 | $26.1K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 69 | $26.3K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 71 | $26.4K | 0.01% | +71 | New |
| GoalVest Advisory LLC | 74 | $27.6K | 0.01% | +8+12.1% | Added |
| Valley National Advisers Inc | 76 | $28.0K | 0.00% | +19+33.3% | Added |
| Capital Analysts, LLC | 78 | $29.0K | 0.00% | +8+11.4% | Added |
| Provence Wealth Management Group | 79 | $29.4K | 0.02% | +79 | New |
| Sofos Investments, Inc. | 76 | $29.4K | 0.00% | −305−80.1% | Reduced |
| TFC Financial Management | 80 | $29.8K | 0.01% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 82 | $30.5K | 0.01% | 00.0% | Unchanged |