| Delos Wealth Advisors, LLC | 149 | $20.8K | 0.02% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 150 | $20.8K | 0.01% | +150 | New |
| Dogwood Wealth Management LLC | 150 | $20.9K | 0.01% | +150 | Added |
| Pinney & Scofield, Inc. | 150 | $20.9K | 0.02% | +150 | New |
| Aspect Partners, LLC | 151 | $21.1K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 157 | $21.9K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 166 | $22.5K | 0.00% | +43+35.0% | Added |
| Godsey & Gibb Associates | 162 | $22.6K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 167 | $23.3K | 0.01% | +167 | New |
| MeadowBrook Investment Advisors LLC | 170 | $23.7K | 0.02% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 174 | $24.3K | 0.01% | +174 | New |
| Raffa Wealth Management, LLC | 179 | $25.0K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 180 | $25.1K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 181 | $25.3K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 183 | $25.5K | 0.00% | −31−14.5% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 184 | $25.7K | 0.01% | +94+104.4% | Added |
| Fourth Dimension Wealth, LLC | 185 | $25.8K | 0.01% | +185 | New |
| Kohmann Bosshard Financial Services, LLC | 192 | $26.8K | 0.00% | +192 | New |
| Bogart Wealth, LLC | 195 | $27.2K | 0.00% | −55−22.0% | Reduced |
| POM Investment Strategies, LLC | 196 | $27.3K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 197 | $27.5K | 0.00% | −200−50.4% | Reduced |
| Financial Network Wealth Advisors LLC | 200 | $27.9K | 0.05% | −186−48.2% | Reduced |
| TruNorth Capital Management, LLC | 200 | $27.9K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 200 | $27.9K | 0.01% | 00.0% | Unchanged |
| Asset Planning,Inc | 200 | $27.9K | 0.02% | +200 | New |
| First PREMIER Bank | 200 | $28.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $28.0K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 198 | $28.0K | 0.00% | +15+8.2% | Added |
| UMA Financial Services, Inc. | 201 | $28.0K | 0.00% | +201 | New |
| BOK Financial Private Wealth, Inc. | 207 | $28.9K | 0.00% | −218−51.3% | Reduced |
| Wintrust Investments LLC | 213 | $29.0K | 0.03% | −12−5.3% | Reduced |
| FWL Investment Management, LLC | 209 | $29.2K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 214 | $29.9K | 0.00% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 4,177,133 | $29.9K | 0.96% | +4,151,722+16,338.3% | Added |
| Sit Investment Associates Inc | 216 | $30.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 221 | $30.8K | 0.01% | +59+36.4% | Added |
| Sierra Ocean, LLC | 221 | $30.9K | 0.03% | +221 | New |
| Bruce G. Allen Investments, LLC | 234 | $32.6K | 0.03% | +17+7.8% | Added |
| CarsonAllaria Wealth Management, Ltd. | 234 | $32.7K | 0.02% | +1+0.4% | Added |
| WPG Advisers, LLC | 236 | $32.9K | 0.03% | +236 | New |
| Davis Capital Management | 241 | $33.6K | 0.03% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 246 | $34.0K | 0.01% | +1+0.4% | Added |
| Red Tortoise LLC | 249 | $34.7K | 0.02% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 250 | $34.9K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 251 | $35.0K | 0.01% | +11+4.6% | Added |
| Citizens National Bank Trust Department | 258 | $36.0K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 260 | $36.3K | 0.03% | −28−9.7% | Reduced |
| Abound Wealth Management | 261 | $36.4K | 0.01% | −36−12.1% | Reduced |
| Cassady Schiller Wealth Management, LLC | 262 | $36.5K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 270 | $36.6K | 0.03% | −125−31.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 263 | $36.7K | 0.02% | −7,698−96.7% | Reduced |
| Tacita Capital Inc | 265 | $37.0K | 0.03% | −125−32.1% | Reduced |
| Robinswood Financial LLC | 266 | $37.2K | 0.01% | +16+6.4% | Added |
| Quest 10 Wealth Builders, Inc. | 277 | $38.6K | 0.04% | +277 | New |
| West Paces Advisors Inc. | 281 | $39.2K | 0.01% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 245 | $39.9K | 0.01% | −142−36.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 290 | $40.5K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 297 | $41.0K | 0.12% | −10−3.3% | Reduced |
| Covestor Ltd | 292 | $41.0K | 0.03% | −2−0.7% | Reduced |
| Founders Capital Management | 300 | $41.9K | 0.03% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 300 | $41.9K | 0.02% | +300 | New |
| ESL Trust Services, LLC | 300 | $41.9K | 0.01% | +300 | New |
| Plato Investment Management Ltd | 300 | $42.0K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 302 | $42.1K | 0.02% | +267+762.9% | Added |
| Manchester Capital Management LLC | 305 | $42.5K | 0.00% | −16−5.0% | Reduced |
| Private Wealth Management Group, LLC | 310 | $43.2K | 0.02% | −86−21.7% | Reduced |
| Rise Advisors, LLC | 311 | $43.3K | 0.02% | +6+2.0% | Added |
| Ofi Invest Asset Management | 324 | $43.6K | 0.00% | +324 | New |
| GW&K Investment Management, LLC | 331 | $46.0K | 0.00% | −41−11.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 339 | $47.3K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 340 | $47.4K | 0.04% | −7−2.0% | Reduced |
| Signature Resources Capital Management, LLC | 340 | $47.4K | 0.04% | 00.0% | Unchanged |
| Community Bank, N.A. | 344 | $48.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 364 | $50.8K | 0.00% | −380−51.1% | Reduced |
| ORG Wealth Partners, LLC | 374 | $52.2K | 0.02% | −95−20.3% | Reduced |
| Capital A Wealth Management, LLC | 376 | $52.4K | 0.09% | +376 | New |
| Pacifica Partners Inc. | 375 | $53.1K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 393 | $54.0K | 0.01% | −2−0.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 391 | $54.5K | 0.02% | +18+4.8% | Added |
| Millstone Evans Group, LLC | 393 | $54.8K | 0.04% | +393 | New |
| DT Investment Partners, LLC | 395 | $55.1K | 0.00% | +70+21.5% | Added |
| Quintet Private Bank (Europe) S.A. | 400 | $55.8K | 0.00% | −400−50.0% | Reduced |
| Cornerstone National Bank & Trust Co | 400 | $55.8K | 0.03% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 406 | $56.6K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 418 | $58.0K | 0.00% | −27−6.1% | Reduced |
| First Horizon Advisors, Inc. | 416 | $58.0K | 0.00% | −692−62.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 431 | $60.2K | 0.00% | +44+11.4% | Added |
| Pathway Financial Advisers, LLC | 437 | $60.9K | 0.02% | +1+0.2% | Added |
| Addison Advisors LLC | 440 | $61.4K | 0.02% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 450 | $62.8K | 0.01% | −3,758−89.3% | Reduced |
| Oarsman Capital, Inc. | 450 | $62.8K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 455 | $63.5K | 0.04% | +455 | New |
| Wingate Wealth Advisors, Inc. | 460 | $64.2K | 0.06% | +460 | New |
| Transcendent Capital Group LLC | 461 | $64.3K | 0.03% | −50−9.8% | Reduced |
| Atala Financial Inc | 466 | $65.0K | 0.05% | +466 | New |
| Carolinas Wealth Consulting LLC | 468 | $65.3K | 0.01% | +10+2.2% | Added |
| Avion Wealth | 483 | $67.0K | 0.02% | −21−4.2% | Reduced |
| Glass Jacobson Investment Advisors llc | 482 | $67.2K | 0.02% | +6+1.3% | Added |
| J.Safra Asset Management Corp | 498 | $67.5K | 0.01% | +498 | New |
| VSM Wealth Advisory, LLC | 490 | $68.4K | 0.02% | +490 | New |