| Avion Wealth | 5 | $0 | 0.00% | +5 | New |
| Summit Wealth Group, LLC | 179,736 | $1 | 0.02% | +179,736 | New |
| Sofos Investments, Inc. | 171 | $260 | 0.01% | +14+8.9% | Added |
| Tfo-TDC, LLC | 3 | $514 | 0.00% | +1+50.0% | Added |
| USA Financial Portformulas Corp | 4 | $685 | 0.00% | +4 | New |
| True Wealth Design, LLC | 4 | $686 | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 250 | $1.00K | 0.00% | −425−63.0% | Reduced |
| Retirement Group, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 10 | $1.71K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 10 | $1.71K | 0.00% | +10 | New |
| New Millennium Group LLC | 11 | $1.89K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 15 | $2.00K | 0.00% | +1+7.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 13 | $2.23K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 16 | $3.00K | 0.00% | +16 | New |
| Trifecta Capital Advisors, LLC | 18 | $3.08K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 25 | $4.28K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 26 | $4.46K | 0.00% | +26 | New |
| Dividend Assets Capital, LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 30 | $5.14K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 32 | $5.48K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 34 | $5.83K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 35 | $6.00K | 0.00% | −27−43.5% | Reduced |
| Coston, McIsaac & Partners | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 35 | $6.00K | 0.00% | +35 | New |
| Annapolis Financial Services, LLC | 36 | $6.17K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 37 | $6.34K | 0.00% | −24−39.3% | Reduced |
| Atlantic Trust, LLC | 39 | $6.68K | 0.00% | −3−7.1% | Reduced |
| Lee Financial Co | 39 | $6.68K | 0.00% | −4−9.3% | Reduced |
| 25 LLC | 40 | $6.80K | 0.00% | +40 | New |
| Red Tortoise LLC | 41 | $7.03K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 43 | $7.37K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 46 | $7.88K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 47 | $8.08K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 48 | $8.22K | 0.01% | +3+6.7% | Added |
| CarsonAllaria Wealth Management, Ltd. | 50 | $8.57K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 50 | $8.57K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 53 | $9.08K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 53 | $9.08K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 55 | $9.42K | 0.00% | +55 | New |
| Thomas J. Herzfeld Advisors, Inc. | 57 | $9.77K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 57 | $9.77K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 58 | $9.94K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 60 | $10.3K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 60 | $10.3K | 0.00% | −183−75.3% | Reduced |
| Toth Financial Advisory Corp | 63 | $10.8K | 0.00% | +63 | New |
| Jones Financial Companies LLLP | 69 | $11.8K | 0.00% | −26−27.4% | Reduced |
| Delos Wealth Advisors, LLC | 69 | $11.8K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 70 | $12.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 72 | $12.3K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 73 | $12.5K | 0.00% | +23+46.0% | Added |
| Carmichael Hill & Associates, Inc. | 75 | $12.9K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 77 | $13.2K | 0.01% | −5−6.1% | Reduced |
| Eagle Bay Advisors LLC | 80 | $13.7K | 0.01% | −33−29.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 81 | $14.0K | 0.01% | −52−39.1% | Reduced |
| Central Bank & Trust Co | 82 | $14.0K | 0.00% | +82 | New |
| Lumature Wealth Partners, LLC | 82 | $14.1K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 85 | $14.6K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 87 | $14.9K | 0.01% | −70−44.6% | Reduced |
| Acima Private Wealth, LLC | 89 | $15.2K | 0.01% | +89 | New |
| Strengthening Families & Communities, LLC | 93 | $16.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 106 | $16.5K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 99 | $17.0K | 0.01% | −10−9.2% | Reduced |
| Valley National Advisers Inc | 104 | $17.0K | 0.00% | −1−1.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 100 | $17.1K | 0.01% | −102−50.5% | Reduced |
| JDM Financial Group LLC | 100 | $17.1K | 0.02% | −24−19.4% | Reduced |
| SOA Wealth Advisors, LLC. | 100 | $17.1K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 101 | $17.3K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 103 | $17.6K | 0.01% | +87+543.8% | Added |
| Credit Agricole S A | 104 | $17.8K | 0.00% | +104 | New |
| Raffa Wealth Management, LLC | 108 | $18.5K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 112 | $19.2K | 0.01% | −5,382−98.0% | Reduced |
| Cornerstone Management, Inc. | 113 | $19.4K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 114 | $19.5K | 0.00% | +23+25.3% | Added |
| Magellan Asset Management Ltd | 117 | $20.0K | 0.00% | +117 | New |
| Beacon Capital Management, LLC | 118 | $20.2K | 0.01% | −10−7.8% | Reduced |
| Guardian Wealth Management, Inc. | 118 | $20.2K | 0.02% | −2−1.7% | Reduced |
| Ahrens Investment Partners LLC | 122 | $20.9K | 0.01% | +122 | New |
| Richard W. Paul & Associates, LLC | 123 | $21.1K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 124 | $21.2K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 125 | $21.4K | 0.00% | −75−37.5% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 125 | $21.4K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 130 | $22.3K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 131 | $22.4K | 0.00% | +100+322.6% | Added |
| Horan Securities, Inc. | 134 | $23.0K | 0.01% | −27−16.8% | Reduced |
| Hoey Investments, Inc | 134 | $23.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 137 | $23.0K | 0.00% | +13+10.5% | Added |
| Evolution Advisers, Inc. | 150 | $25.0K | 0.02% | 00.0% | Unchanged |
| Point72 Middle East FZE | 150 | $25.7K | 0.00% | −2,137−93.4% | Reduced |
| McClarren Financial Advisors, Inc. | 157 | $26.0K | 0.02% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 154 | $26.4K | 0.01% | +1+0.7% | Added |
| IMA Wealth, Inc. | 165 | $28.3K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 175 | $30.0K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 178 | $30.5K | 0.01% | 00.0% | Unchanged |
| City State Bank | 179 | $31.0K | 0.02% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 187 | $32.0K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 189 | $32.4K | 0.04% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 190 | $32.6K | 0.00% | +28+17.3% | Added |
| Cape Investment Advisory, Inc. | 193 | $33.1K | 0.02% | +193 | New |
| Moisand Fitzgerald Tamayo, LLC | 194 | $33.2K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 194 | $33.2K | 0.02% | 00.0% | Unchanged |
