| Summit Wealth Group, LLC | 46,184 | $1 | 0.02% | +46,184 | New |
| Sofos Investments, Inc. | 59 | $5 | 0.00% | −37−38.5% | Reduced |
| Financial Freedom, LLC | 4 | $362 | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 14 | $1.22K | 0.00% | +14 | New |
| Caldwell Sutter Capital, Inc. | 17 | $1.48K | 0.00% | +17 | New |
| Longfellow Investment Management Co LLC | 17 | $1.52K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 22 | $2.00K | 0.00% | −997−97.8% | Reduced |
| Penserra Capital Management LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 26 | $2.27K | 0.00% | −1,033−97.5% | Reduced |
| New Millennium Group LLC | 27 | $2.31K | 0.00% | −8−22.9% | Reduced |
| Nalls Sherbakoff Group, LLC | 30 | $2.57K | 0.00% | +30 | New |
| Resources Management Corp | 100 | $3.00K | 0.00% | −26,675−99.6% | Reduced |
| Miller Wealth Advisors, LLC | 360 | $3.00K | 0.04% | +285+380.0% | Added |
| Lazard Asset Management LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 30 | $3.00K | 0.00% | +7+30.4% | Added |
| PFG Private Wealth Management, LLC | 42 | $3.66K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 44 | $3.83K | 0.00% | −4−8.3% | Reduced |
| BDO Wealth Advisors, LLC | 48 | $4.18K | 0.00% | −48−50.0% | Reduced |
| Fortis Capital Advisors, LLC | 50 | $4.36K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 52 | $4.53K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 55 | $4.79K | 0.00% | −7−11.3% | Reduced |
| City State Bank | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 53 | $5.00K | 0.00% | +53 | New |
| Buck Wealth Strategies, LLC | 63 | $5.46K | 0.00% | +63 | New |
| Schubert & Co | 63 | $5.49K | 0.00% | −17−21.3% | Reduced |
| Horan Securities, Inc. | 63 | $5.49K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 69 | $6.05K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 73 | $6.36K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 74 | $6.45K | 0.00% | −170−69.7% | Reduced |
| Raffa Wealth Management, LLC | 77 | $6.71K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 79 | $6.92K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 91 | $7.94K | 0.00% | +50+122.0% | Added |
| CNB Bank | 98 | $8.54K | 0.01% | −10−9.3% | Reduced |
| Bogart Wealth, LLC | 100 | $8.71K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 100 | $8.71K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $8.71K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 100 | $8.71K | 0.01% | +100 | New |
| Trivant Custom Portfolio Group, LLC | 100 | $8.71K | 0.01% | +100 | New |
| Tucker Asset Management LLC | 102 | $8.89K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 103 | $8.97K | 0.01% | +103 | New |
| Piershale Financial Group, Inc. | 107 | $9.32K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 108 | $9.41K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 112 | $9.73K | 0.00% | +1+0.9% | Added |
| Coastal Capital Group, Inc. | 117 | $10.2K | 0.00% | +2+1.7% | Added |
| Beacon Capital Management, LLC | 117 | $10.2K | 0.00% | −30−20.4% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 118 | $10.3K | 0.01% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 121 | $10.5K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 124 | $10.8K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 134 | $11.2K | 0.01% | +134 | New |
| Aspire Private Capital, LLC | 131 | $11.4K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 132 | $11.5K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 140 | $12.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 135 | $12.0K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 145 | $12.7K | 0.01% | −77−34.7% | Reduced |
| Private Ocean, LLC | 153 | $13.3K | 0.00% | +82+115.5% | Added |
| Mach-1 Financial Group, Inc. | 193 | $13.5K | 0.09% | +193 | New |
| PFS Partners, LLC | 158 | $13.7K | 0.01% | +1+0.6% | Added |
| Wolff Wiese Magana LLC | 163 | $14.2K | 0.01% | +163 | New |
| Mendota Financial Group, LLC | 146 | $14.3K | 0.01% | −747−83.7% | Reduced |
| Twin Lakes Capital Management, LLC | 164 | $14.3K | 0.01% | +1+0.6% | Added |
| Cedar Wealth Management, LLC | 167 | $14.6K | 0.01% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 172 | $15.0K | 0.00% | +172 | New |
| Financial Synergies Wealth Advisors, Inc. | 173 | $15.0K | 0.00% | +173 | New |
| Arlington Partners LLC | 177 | $15.4K | 0.00% | +177 | New |
| RE Dickinson Investment Advisors, LLC | 183 | $16.0K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 192 | $16.7K | 0.00% | +192 | New |
| Disciplined Investments, LLC | 196 | $17.1K | 0.01% | −8−3.9% | Reduced |
| Johnson Midwest Financial, LLC | 199 | $17.3K | 0.02% | +1+0.5% | Added |
| Slocum, Gordon & Co LLP | 200 | $17.4K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 200 | $17.4K | 0.02% | +200 | New |
| Ulland Investment Advisors, LLC | 205 | $18.0K | 0.02% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 202 | $18.0K | 0.00% | +60+42.3% | Added |
| Kalos Management, Inc. | 216 | $18.8K | 0.04% | +216 | New |
| Colonial Trust Co | 222 | $19.3K | 0.00% | −400−64.3% | Reduced |
| Bray Capital Advisors | 225 | $19.6K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 227 | $19.8K | 0.00% | −11−4.6% | Reduced |
| Tfo-TDC, LLC | 228 | $19.9K | 0.00% | −127−35.8% | Reduced |
| Capital Advisors, Ltd. LLC | 231 | $20.0K | 0.00% | −420−64.5% | Reduced |
| Kelly Lawrence W & Associates Inc | 250 | $21.8K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 250 | $21.8K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 255 | $22.2K | 0.01% | 00.0% | Unchanged |
| Rock Creek Group, LP | 259 | $22.6K | 0.00% | −236−47.7% | Reduced |
| Horrell Capital Management, Inc. | 260 | $23.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 264 | $23.0K | 0.00% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 268 | $23.4K | 0.02% | +2+0.8% | Added |
| Graham Capital Wealth Management, LLC | 279 | $24.3K | 0.04% | +279 | New |
| Tradewinds Capital Management, LLC | 281 | $24.5K | 0.01% | −31−9.9% | Reduced |
| Paladin Advisory Group, LLC | 292 | $25.4K | 0.02% | +292 | New |
| Financial Perspectives, Inc | 300 | $26.1K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 300 | $26.1K | 0.01% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 300 | $26.1K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 313 | $27.3K | 0.01% | −21−6.3% | Reduced |
| MV Capital Management, Inc. | 317 | $27.6K | 0.00% | +21+7.1% | Added |
| Park Place Capital Corp | 329 | $28.7K | 0.01% | +16+5.1% | Added |
| Parallax Volatility Advisers, L.P. | 330 | $28.8K | 0.00% | +330 | New |
| Meeder Asset Management Inc | 348 | $30.3K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 358 | $31.0K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 357 | $31.1K | 0.02% | −43−10.8% | Reduced |