| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 110,087 | $0 | 0.00% | +110,087 | New |
| 25 LLC | 2 | $1.09K | 0.00% | +2 | New |
| CoreFirst Bank & Trust | 2 | $1.15K | 0.00% | −18−90.0% | Reduced |
| Cedar Wealth Management, LLC | 2 | $1.15K | 0.00% | −1−33.3% | Reduced |
| Delos Wealth Advisors, LLC | 2 | $1.15K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2 | $1.15K | 0.00% | +2 | New |
| Financial Synergies Wealth Advisors, Inc. | 3 | $1.73K | 0.00% | +3 | New |
| Kessler Investment Group, LLC | 4 | $2.54K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 5 | $2.88K | 0.00% | +5 | New |
| GeoWealth Management, LLC | 5 | $3.00K | 0.00% | −12−70.6% | Reduced |
| Copeland Capital Management, LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 6 | $3.46K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 6 | $3.46K | 0.00% | +6 | New |
| Cowen Prime Advisors LLC | 7 | $4.00K | 0.00% | +7 | New |
| True Wealth Design, LLC | 7 | $4.04K | 0.00% | +3+75.0% | Added |
| Pacific Center for Financial Services | 8 | $4.61K | 0.00% | +8 | New |
| Truvestments Capital LLC | 9 | $5.19K | 0.00% | +9 | New |
| Morgan Dempsey Capital Management LLC | 10 | $5.76K | 0.00% | −10−50.0% | Reduced |
| PayPay Securities Corp | 10 | $5.76K | 0.39% | −5−33.3% | Reduced |
| Estabrook Capital Management | 10 | $5.76K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 10 | $6.00K | 0.00% | +10 | New |
| Toth Financial Advisory Corp | 12 | $6.92K | 0.00% | +12 | New |
| Aspire Private Capital, LLC | 13 | $7.50K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 576 | $7.59K | 0.33% | +25+4.5% | Added |
| Beaird Harris Wealth Management, LLC | 14 | $8.07K | 0.00% | −9−39.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 15 | $8.65K | 0.00% | +15 | New |
| City State Bank | 15 | $9.00K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 15 | $9.00K | 0.00% | +13+650.0% | Added |
| Highline Wealth Partners LLC | 17 | $9.80K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 17 | $9.80K | 0.00% | +11+183.3% | Added |
| Wolff Wiese Magana LLC | 18 | $10.4K | 0.01% | +2+12.5% | Added |
| Tfo-TDC, LLC | 18 | $10.4K | 0.00% | +18 | New |
| Eukles Asset Management | 19 | $11.0K | 0.01% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 20 | $11.5K | 0.01% | +20 | New |
| Bourgeon Capital Management LLC | 20 | $11.5K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 20 | $11.5K | 0.01% | +20 | New |
| Paladin Advisory Group, LLC | 20 | $11.5K | 0.01% | +20 | New |
| KB Financial Partners, LLC | 20 | $12.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 21 | $12.1K | 0.00% | −20−48.8% | Reduced |
| SJS Investment Consulting Inc. | 21 | $12.1K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 22 | $12.7K | 0.00% | +22 | New |
| Resources Management Corp | 300 | $13.0K | 0.00% | −3,285−91.6% | Reduced |
| Country Trust Bank | 23 | $13.3K | 0.00% | −137−85.6% | Reduced |
| Red Tortoise LLC | 23 | $13.3K | 0.01% | +11+91.7% | Added |
| Baldrige Asset Management LLC | 24 | $14.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 26 | $15.0K | 0.00% | −236−90.1% | Reduced |
| Kalos Management, Inc. | 26 | $15.0K | 0.03% | +26 | New |
| Cutler Group LP | 29 | $16.0K | 0.00% | −3,463−99.2% | Reduced |
| Creative Capital Management Investments LLC | 29 | $16.7K | 0.01% | +25+625.0% | Added |
| Ulland Investment Advisors, LLC | 30 | $17.0K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 30 | $17.3K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 30 | $17.5K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 32 | $18.4K | 0.01% | −20−38.5% | Reduced |
| Schubert & Co | 33 | $19.0K | 0.02% | +7+26.9% | Added |
| Piscataqua Savings Bank | 34 | $19.6K | 0.02% | +20+142.9% | Added |
| Tucker Asset Management LLC | 38 | $21.9K | 0.01% | −36−48.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 38 | $21.9K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 39 | $22.5K | 0.02% | +39 | New |
| ICA Group Wealth Management, LLC | 43 | $24.8K | 0.01% | −1−2.3% | Reduced |
| Avondale Wealth Management | 44 | $25.4K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 45 | $26.0K | 0.01% | 00.0% | Unchanged |
| Knott David M Jr | 45 | $26.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 49 | $28.0K | 0.00% | −26−34.7% | Reduced |
| Stephens Consulting, LLC | 49 | $28.2K | 0.02% | 00.0% | Unchanged |
| Trust Co | 50 | $28.8K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 50 | $28.8K | 0.02% | +50 | New |
| Grayhawk Investment Strategies Inc. | 37 | $29.0K | 0.01% | −4−9.8% | Reduced |
| DB Wealth Management Group, LLC | 51 | $29.4K | 0.02% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 51 | $29.4K | 0.01% | +51 | New |
| Stephenson National Bank & Trust | 52 | $30.0K | 0.02% | 00.0% | Unchanged |
| New Millennium Group LLC | 53 | $30.5K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 53 | $30.6K | 0.01% | +11+26.2% | Added |
| Cedar Mountain Advisors, LLC | 54 | $31.1K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 56 | $32.3K | 0.01% | −5−8.2% | Reduced |
| Lansing Street Advisors | 57 | $33.0K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 58 | $33.4K | 0.01% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 60 | $34.6K | 0.02% | −100−62.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 60 | $35.0K | 0.00% | −15−20.0% | Reduced |
| Accel Wealth Management | 61 | $35.2K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $37.5K | 0.03% | – | – |
| Cranbrook Wealth Management, LLC | 66 | $38.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 67 | $38.6K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 67 | $38.7K | 0.01% | −2−2.9% | Reduced |
| WR Wealth Planners, LLC | 68 | $39.2K | 0.02% | +37+119.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 71 | $40.9K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 74 | $43.0K | 0.01% | −4−5.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 75 | $43.2K | 0.03% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 75 | $43.3K | 0.03% | +15+25.0% | Added |
| Disciplina Capital Management LLC | 76 | $44.0K | 0.01% | −6−7.3% | Reduced |
| Delta Asset Management LLC | 77 | $44.4K | 0.00% | +40+108.1% | Added |
| Pacifica Partners Inc. | 78 | $44.7K | 0.03% | −3−3.7% | Reduced |
| Raleigh Capital Management Inc. | 79 | $45.6K | 0.02% | +55+229.2% | Added |
| Coston, McIsaac & Partners | 81 | $46.0K | 0.02% | +1+1.3% | Added |
| Buck Wealth Strategies, LLC | 83 | $47.9K | 0.02% | +83 | New |
| America First Investment Advisors, LLC | 84 | $48.4K | 0.01% | −16−16.0% | Reduced |
| HighMark Wealth Management LLC | 85 | $49.1K | 0.04% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 85 | $50.1K | 0.01% | −8−8.6% | Reduced |
| Pin Oak Investment Advisors Inc | 90 | $52.0K | 0.06% | 00.0% | Unchanged |
| HWG Holdings LP | 91 | $52.5K | 0.03% | 00.0% | Unchanged |
