| Summit Wealth Group, LLC | 97,293 | $0 | 0.00% | +97,293 | New |
| Ellevest, Inc. | 0 | $90 | 0.00% | 0 | Unchanged |
| Tfo-TDC, LLC | 1 | $212 | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 3 | $637 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 3 | $638 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 4,712 | $989 | 0.04% | +3,425+266.1% | Added |
| Bellwether Advisors, LLC | 6 | $1.27K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 32 | $2.00K | 0.00% | −813−96.2% | Reduced |
| GW&K Investment Management, LLC | 11 | $2.00K | 0.00% | +11 | New |
| Eukles Asset Management | 10 | $2.12K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 10 | $2.12K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 10 | $2.12K | 0.00% | +10 | New |
| Buck Wealth Strategies, LLC | 10 | $2.12K | 0.00% | +10 | New |
| DecisionPoint Financial, LLC | 11 | $2.34K | 0.00% | +6+120.0% | Added |
| Carolina Wealth Advisors, LLC | 12 | $2.55K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 13 | $2.76K | 0.00% | +13 | New |
| Red Tortoise LLC | 14 | $2.97K | 0.00% | −85−85.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 14 | $2.97K | 0.00% | +14 | New |
| Kalos Management, Inc. | 14 | $2.97K | 0.01% | +14 | New |
| Gordian Capital Singapore Pte Ltd | 11 | $3.00K | 0.01% | 00.0% | Unchanged |
| PayPay Securities Corp | 17 | $3.61K | 0.24% | −4−19.0% | Reduced |
| James Investment Research Inc | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 20 | $4.00K | 0.00% | +20 | New |
| SkyView Investment Advisors, LLC | 21 | $4.00K | 0.00% | +21 | New |
| Cowen Prime Advisors LLC | 21 | $4.00K | 0.00% | +21 | New |
| Lansing Street Advisors | 19 | $4.04K | 0.00% | +9+90.0% | Added |
| Disciplined Investments, LLC | 21 | $4.46K | 0.00% | −3−12.5% | Reduced |
| Insight Financial Services | 21 | $4.46K | 0.02% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 21 | $4.46K | 0.00% | +1+5.0% | Added |
| Morton Brown Family Wealth, LLC | 22 | $4.67K | 0.00% | +22 | New |
| Schubert & Co | 24 | $5.11K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 30 | $6.00K | 0.00% | +13+76.5% | Added |
| Bay Harbor Wealth Management, LLC | 30 | $6.37K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 31 | $6.58K | 0.01% | +31 | New |
| McClarren Financial Advisors, Inc. | 35 | $7.00K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 35 | $7.43K | 0.00% | −86−71.1% | Reduced |
| AdvisorShares Investments LLC | 35 | $7.43K | 0.00% | +7+25.0% | Added |
| Liberty One Investment Management, LLC | 35 | $7.43K | 0.00% | +35 | New |
| Syverson Strege & Co | 36 | $7.57K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 36 | $7.65K | 0.01% | +36 | New |
| Avalon Trust Co | 36 | $7.65K | 0.00% | +36 | New |
| Credential Qtrade Securities Inc. | 40 | $8.50K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 44 | $9.00K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 50 | $10.6K | 0.01% | +50 | New |
| Blume Capital Management, Inc. | 50 | $10.6K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 50 | $10.6K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 50 | $10.6K | 0.01% | +50 | New |
| Tanglewood Legacy Advisors, LLC | 50 | $10.6K | 0.01% | +50 | New |
| Your Advocates Ltd., LLP | 52 | $11.1K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 55 | $11.6K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 60 | $12.7K | 0.00% | −68−53.1% | Reduced |
| Legacy Bridge, LLC | 60 | $12.7K | 0.01% | 00.0% | Unchanged |
| Sturgeon Ventures LLP | 60 | $12.7K | 0.02% | +60 | New |
| Foster Dykema Cabot & Co Inc | 60 | $13.0K | 0.00% | +60 | New |
| CNB Bank | 62 | $13.2K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 64 | $13.6K | 0.01% | −32−33.3% | Reduced |
| Gs Investments, Inc. | 65 | $13.8K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 65 | $13.8K | 0.01% | +65 | New |
| Chesapeake Asset Management LLC | 70 | $14.9K | 0.01% | +70 | New |
| Atlantic Trust, LLC | 71 | $15.1K | 0.00% | −470−86.9% | Reduced |
| Park Place Capital Corp | 74 | $15.7K | 0.00% | +7+10.4% | Added |
| Coastal Capital Group, Inc. | 74 | $15.7K | 0.00% | +4+5.7% | Added |
| M&R Capital Management Inc | 75 | $15.9K | 0.00% | +25+50.0% | Added |
| Coston, McIsaac & Partners | 80 | $16.0K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 80 | $17.0K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 11 | $17.2K | 0.01% | −69−86.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 92 | $19.5K | 0.01% | −50−35.2% | Reduced |
| Ulland Investment Advisors, LLC | 96 | $20.0K | 0.02% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 95 | $20.0K | 0.00% | +35+58.3% | Added |
| Ruedi Wealth Management, Inc. | 98 | $20.8K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 100 | $21.0K | 0.02% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 100 | $21.2K | 0.01% | 00.0% | Unchanged |
| FIL Ltd | 101 | $21.5K | 0.00% | +84+494.1% | Added |
| Johnson Midwest Financial, LLC | 102 | $21.7K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 104 | $22.1K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 105 | $22.3K | 0.02% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 111 | $23.6K | 0.03% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 114 | $24.0K | 0.01% | +13+12.9% | Added |
| PFG Private Wealth Management, LLC | 117 | $24.9K | 0.02% | −158−57.5% | Reduced |
| RE Dickinson Investment Advisors, LLC | 116 | $25.0K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 126 | $26.8K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 131 | $27.0K | 0.01% | −27−17.1% | Reduced |
| Financial Connections Group, Inc. | 134 | $28.0K | 0.02% | +34+34.0% | Added |
| Mendota Financial Group, LLC | 150 | $28.7K | 0.03% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 140 | $29.7K | 0.02% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 140 | $29.7K | 0.01% | +15+12.0% | Added |
| Albion Financial Group | 144 | $30.6K | 0.00% | +32+28.6% | Added |
| New Millennium Group LLC | 145 | $30.8K | 0.03% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 149 | $31.7K | 0.02% | +18+13.7% | Added |
| Timber Creek Capital Management LLC | 150 | $31.9K | 0.01% | −100−40.0% | Reduced |
| Raleigh Capital Management Inc. | 153 | $32.5K | 0.02% | +50+48.5% | Added |
| Richard W. Paul & Associates, LLC | 159 | $33.8K | 0.02% | 00.0% | Unchanged |
| Arrow Financial Corp | 160 | $34.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 161 | $34.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 166 | $35.3K | 0.01% | +166 | New |
| Macroview Investment Management LLC | 166 | $35.3K | 0.06% | 00.0% | Unchanged |
| True Wealth Design, LLC | 173 | $36.8K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 175 | $37.2K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 176 | $37.4K | 0.02% | −107−37.8% | Reduced |
| Carolinas Wealth Consulting LLC | 176 | $37.4K | 0.01% | 00.0% | Unchanged |
