| First Community Trust NA | 400 | $32.9K | 0.02% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 400 | $32.9K | 0.01% | +400 | New |
| McIlrath & Eck, LLC | 375 | $30.9K | 0.00% | −730−66.1% | Reduced |
| Safe Harbor Fiduciary, LLC | 370 | $30.5K | 0.03% | −171−31.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 350 | $28.8K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 350 | $28.8K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 350 | $28.8K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 345 | $28.4K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 344 | $28.3K | 0.02% | −6−1.7% | Reduced |
| High Note Wealth, LLC | 343 | $28.2K | 0.01% | +343 | New |
| Centerpoint Advisors, LLC | 346 | $28.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 340 | $28.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 300 | $27.0K | 0.02% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 325 | $26.8K | 0.01% | −175−35.0% | Reduced |
| YANKCOM Partnership | 319 | $26.3K | 0.01% | +319 | New |
| NVWM, LLC | 317 | $26.1K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 314 | $25.8K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 313 | $25.8K | 0.01% | +57+22.3% | Added |
| Frazier Financial Advisors, LLC | 313 | $25.8K | 0.02% | +2+0.6% | Added |
| Pflug Koory, LLC | 306 | $25.2K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 310 | $25.2K | 0.02% | +310 | New |
| Global Financial Private Client, LLC | 301 | $24.8K | 0.01% | +7+2.4% | Added |
| Trivant Custom Portfolio Group, LLC | 300 | $24.7K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 300 | $24.7K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 296 | $24.3K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 293 | $24.1K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 287 | $23.6K | 0.00% | +2+0.7% | Added |
| Fairfield Financial Advisors, LTD | 284 | $23.4K | 0.01% | +2+0.7% | Added |
| Tidemark, LLC | 272 | $22.4K | 0.01% | +47+20.9% | Added |
| Caitlin John, LLC | 271 | $22.3K | 0.02% | −134−33.1% | Reduced |
| Key Financial Inc | 269 | $22.1K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 258 | $21.2K | 0.00% | −206−44.4% | Reduced |
| Miller Wealth Advisors, LLC | 250 | $20.6K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 244 | $20.1K | 0.01% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 244 | $20.1K | 0.38% | +244 | New |
| 10Elms LLP | 242 | $19.9K | 0.02% | +242 | New |
| Prestige Wealth Management Group LLC | 238 | $19.6K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 227 | $18.7K | 0.01% | +2+0.9% | Added |
| Logan Capital Management Inc | 221 | $18.2K | 0.00% | +11+5.2% | Added |
| Activest Wealth Management | 219 | $18.0K | 0.01% | −381−63.5% | Reduced |
| Studio Investment Management LLC | 211 | $17.4K | 0.00% | +211 | New |
| Clark Wealth Partners | 208 | $17.1K | 0.01% | +208 | New |
| CoreFirst Bank & Trust | 200 | $16.5K | 0.01% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 200 | $16.5K | 0.01% | +200 | New |
| Hoese & Co LLP | 200 | $16.5K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 200 | $16.4K | 0.00% | −459−69.7% | Reduced |
| Cyrus J. Lawrence, LLC | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 192 | $16.0K | 0.00% | +192 | New |
| Navigoe, LLC | 200 | $16.0K | 0.02% | +200 | New |
| Horizon Financial Services, LLC | 190 | $15.6K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 188 | $15.5K | 0.01% | +2+1.1% | Added |
| Private Wealth Management Group, LLC | 180 | $14.8K | 0.01% | +20+12.5% | Added |
| Centricity Wealth Management, LLC | 180 | $14.8K | 0.01% | +180 | New |
| Clean Yield Group | 175 | $14.4K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 168 | $13.8K | 0.03% | +168 | New |
| Fairscale Capital, LLC | 162 | $13.3K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 156 | $12.8K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 153 | $12.6K | 0.01% | −31−16.8% | Reduced |
| Financial Life Planners | 150 | $12.4K | 0.01% | +150 | New |
| Painted Porch Advisors LLC | 145 | $11.9K | 0.01% | +145 | New |
| Stephenson National Bank & Trust | 140 | $11.5K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 126 | $10.4K | 0.00% | +2+1.6% | Added |
| Lavaca Capital LLC | 122 | $10.0K | 0.00% | +122 | New |
| Cherry Tree Wealth Management, LLC | 121 | $9.96K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 120 | $9.88K | 0.00% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 116 | $9.74K | 0.01% | +116 | New |
| Guardian Wealth Management, Inc. | 117 | $9.60K | 0.01% | +1+0.9% | Added |
| CarsonAllaria Wealth Management, Ltd. | 115 | $9.54K | 0.01% | −100−46.5% | Reduced |
| Aspect Partners, LLC | 115 | $9.47K | 0.01% | +1+0.9% | Added |
| Nemes Rush Group LLC | 114 | $9.38K | 0.00% | +1+0.9% | Added |
| Rakuten Securities, Inc. | 112 | $9.22K | 0.00% | +108+2,700.0% | Added |
| LMR Partners LLP | 106 | $8.73K | 0.00% | +102+2,550.0% | Added |
| Anfield Capital Management, LLC | 105 | $8.64K | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 104 | $8.56K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 100 | $8.23K | 0.00% | −17−14.5% | Reduced |
| HGK Asset Management Inc | 100 | $8.23K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 100 | $8.23K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 100 | $8.23K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 100 | $8.23K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 97 | $7.99K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 96 | $7.90K | 0.01% | +96 | New |
| Criterion Capital Advisors, LLC | 101 | $7.86K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 89 | $7.33K | 0.01% | +89 | New |
| NewSquare Capital LLC | 1,570 | $6.94K | 0.00% | −1−0.1% | Reduced |
| Carolina Wealth Advisors, LLC | 81 | $6.67K | 0.00% | −724−89.9% | Reduced |
| Atala Financial Inc | 80 | $6.59K | 0.00% | +80 | New |
| MeadowBrook Investment Advisors LLC | 75 | $6.17K | 0.01% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 73 | $6.01K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 73 | $6.01K | 0.00% | +73 | New |
| Whipplewood Advisors, LLC | 73 | $6.01K | 0.00% | +73 | New |
| Synergy Investment Management, LLC | 68 | $5.60K | 0.00% | +68 | New |
| New Wave Wealth Advisors LLC | 63 | $5.20K | 0.00% | +63 | New |
| Burkett Financial Services, LLC | 61 | $5.03K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 60 | $4.94K | 0.00% | +60 | New |
| Creekmur Asset Management LLC | 58 | $4.76K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 54 | $4.45K | 0.00% | +54 | New |
| Minot DeBlois Advisors LLC | 50 | $4.12K | 0.00% | +50 | New |
| Atlas Capital Advisors LLC | 47 | $3.87K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 42 | $3.46K | 0.00% | +14+50.0% | Added |
| Compass Financial Services Inc | 41 | $3.38K | 0.00% | +41 | New |