| Summit Wealth Group, LLC | 24,757 | $0 | 0.00% | +24,757 | New |
| Pacific Center for Financial Services | 0 | $10 | 0.00% | 0 | New |
| TD Capital Management LLC | 0 | $32 | 0.00% | −7−100.0% | Reduced |
| Tfo-TDC, LLC | 1 | $669 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $1.97K | 0.00% | −158−98.1% | Reduced |
| Iron Horse Wealth Management, LLC | 3 | $2.01K | 0.00% | −2−40.0% | Reduced |
| Creative Capital Management Investments LLC | 3 | $2.01K | 0.00% | +3 | New |
| Horizons Wealth Management | 4 | $2.68K | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 4 | $2.68K | 0.00% | +4 | New |
| TFC Financial Management | 4 | $2.69K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 4 | $2.82K | 0.00% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 5 | $3.00K | 0.00% | +3+150.0% | Added |
| Coastal Capital Group, Inc. | 5 | $3.35K | 0.00% | −9−64.3% | Reduced |
| Red Tortoise LLC | 5 | $3.35K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 5 | $3.35K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $3.35K | 0.00% | +1+25.0% | Added |
| Mendota Financial Group, LLC | 5 | $3.82K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 6 | $4.01K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 6 | $4.01K | 0.01% | +6 | New |
| Ridgewood Investments LLC | 6 | $4.01K | 0.00% | +6 | New |
| PSI Advisors, LLC | 7 | $4.38K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 7 | $5.00K | 0.00% | +7 | New |
| Cowen Prime Advisors LLC | 7 | $5.00K | 0.00% | +7 | New |
| Sofos Investments, Inc. | 669 | $5.31K | 0.23% | −40−5.6% | Reduced |
| Global Trust Asset Management, LLC | 8 | $5.35K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 8 | $5.35K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 8 | $5.35K | 0.00% | +8 | New |
| Moisand Fitzgerald Tamayo, LLC | 9 | $6.02K | 0.00% | +4+80.0% | Added |
| Column Capital Advisors, LLC | 10 | $6.69K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 10 | $6.69K | 0.00% | +5+100.0% | Added |
| SJS Investment Consulting Inc. | 10 | $6.69K | 0.00% | −3−23.1% | Reduced |
| Atwood & Palmer Inc | 10 | $6.69K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 11 | $7.00K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 11 | $7.08K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 12 | $8.03K | 0.00% | −5−29.4% | Reduced |
| Grey Fox Wealth Advisors, LLC | 12 | $8.09K | 0.00% | +1+9.1% | Added |
| Core Wealth Advisors, Inc. | 14 | $9.37K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 14 | $9.37K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 15 | $10.0K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 16 | $10.7K | 0.00% | −8−33.3% | Reduced |
| Castleview Partners, LLC | 16 | $10.7K | 0.01% | 00.0% | Unchanged |
| City State Bank | 16 | $11.0K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 17 | $11.4K | 0.00% | +17 | New |
| Schubert & Co | 18 | $12.0K | 0.01% | −2−10.0% | Reduced |
| Stephens Consulting, LLC | 18 | $12.0K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 19 | $12.7K | 0.00% | +19 | New |
| Founders Capital Management | 19 | $13.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 19 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 20 | $13.4K | 0.00% | −9−31.0% | Reduced |
| Granite FO LLC | 20 | $13.4K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 21 | $14.0K | 0.00% | +1+5.0% | Added |
| Raffa Wealth Management, LLC | 21 | $14.1K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 21 | $14.1K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 21 | $14.1K | 0.00% | +2+10.5% | Added |
| Lee Financial Co | 21 | $14.1K | 0.00% | +15+250.0% | Added |
| M&R Capital Management Inc | 21 | $14.4K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 23 | $15.4K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 23 | $15.4K | 0.01% | +23 | New |
| Creative Financial Designs Inc | 24 | $15.8K | 0.00% | +2+9.1% | Added |
| Ahrens Investment Partners LLC | 24 | $16.1K | 0.01% | +24 | New |
| Center for Financial Planning, Inc. | 25 | $16.7K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 25 | $16.8K | 0.01% | +12+92.3% | Added |
| Steward Financial Group LLC | 26 | $17.0K | 0.01% | −19−42.2% | Reduced |
| Baillie Gifford & Co | 26 | $17.4K | 0.00% | +2+8.3% | Added |
| Sugarloaf Wealth Management, LLC | 26 | $17.9K | 0.00% | −21−44.7% | Reduced |
| Knuff & Co LLC | 27 | $18.1K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 28 | $18.5K | 0.02% | +28 | New |
| Harvest Fund Management Co., Ltd | 30 | $20.0K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 30 | $20.1K | 0.13% | −1,485−98.0% | Reduced |
| AllSquare Wealth Management LLC | 30 | $20.1K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 30 | $20.1K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 30 | $20.3K | 0.00% | +6+25.0% | Added |
| Financial Freedom, LLC | 31 | $20.7K | 0.02% | 00.0% | Unchanged |
| Knott David M Jr | 31 | $21.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 34 | $22.8K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 34 | $22.8K | 0.00% | +8+30.8% | Added |
| Roble, Belko & Company, Inc | 35 | $23.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 35 | $23.4K | 0.01% | −5−12.5% | Reduced |
| Western Pacific Wealth Management, LP | 37 | $24.8K | 0.02% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 27 | $25.0K | 0.02% | −53−66.3% | Reduced |
| Hall Laurie J Trustee | 38 | $25.0K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 39 | $25.8K | 0.03% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 40 | $27.0K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 41 | $27.4K | 0.03% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 42 | $28.1K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 44 | $30.0K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 43 | $30.0K | 0.02% | +1+2.4% | Added |
| Disciplina Capital Management LLC | 48 | $31.9K | 0.01% | −5−9.4% | Reduced |
| GoalVest Advisory LLC | 48 | $32.1K | 0.02% | −2−4.0% | Reduced |
| Simplex Trading, LLC | 50 | $33.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $33.5K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 50 | $33.5K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 51 | $34.0K | 0.02% | +7+15.9% | Added |
| Centerpoint Advisors, LLC | 51 | $34.0K | 0.01% | +51 | New |
| Annapolis Financial Services, LLC | 51 | $34.1K | 0.01% | −1−1.9% | Reduced |
| Sittner & Nelson, LLC | 52 | $34.8K | 0.02% | +17+48.6% | Added |
| Covestor Ltd | 52 | $35.0K | 0.03% | −48−48.0% | Reduced |
| Gables Capital Management Inc. | 53 | $35.5K | 0.02% | +3+6.0% | Added |