| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 347,061 | $1 | 0.02% | +347,061 | New |
| EP Wealth Advisors, LLC | 450,000 | $45 | 0.00% | +382,011+561.9% | Added |
| USA Financial Portformulas Corp | 2 | $590 | 0.00% | +2 | New |
| Delos Wealth Advisors, LLC | 2 | $591 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 295 | $612 | 0.03% | −21−6.6% | Reduced |
| ClariVest Asset Management LLC | 4 | $1.00K | 0.00% | −80,179−100.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 4 | $1.18K | 0.00% | −221−98.2% | Reduced |
| Activest Wealth Management | 5 | $1.43K | 0.00% | +5 | New |
| Lam Group, Inc. | 5 | $1.48K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 6 | $1.77K | 0.00% | −28−82.4% | Reduced |
| Morton Brown Family Wealth, LLC | 6 | $1.77K | 0.00% | +6 | New |
| Bellwether Advisors, LLC | 8 | $2.36K | 0.00% | −29−78.4% | Reduced |
| Ofi Invest Asset Management | 705,042 | $2.39K | 0.01% | +705,042 | New |
| O'Brien Wealth Partners LLC | 14 | $4.13K | 0.00% | −319−95.8% | Reduced |
| Quarry LP | 14 | $4.13K | 0.00% | +14 | New |
| Monumental Financial Group Inc. | 17 | $5.00K | 0.00% | +17 | New |
| HWG Holdings LP | 20 | $5.90K | 0.00% | −158−88.8% | Reduced |
| PayPay Securities Corp | 24 | $7.08K | 0.47% | −16−40.0% | Reduced |
| WestEnd Advisors, LLC | – | $10.0K | 0.00% | – | – |
| Thompson Investment Management, Inc. | 34 | $10.0K | 0.00% | +34 | New |
| FSC Wealth Advisors, LLC | 35 | $10.3K | 0.02% | 00.0% | Unchanged |
| Resources Management Corp | 1,000 | $11.0K | 0.00% | −48,957−98.0% | Reduced |
| Capital Management Associates | 40 | $11.8K | 0.02% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 50 | $14.8K | 0.00% | −332−86.9% | Reduced |
| C M Bidwell & Associates Ltd | 51 | $15.1K | 0.01% | −225−81.5% | Reduced |
| Red Tortoise LLC | 53 | $15.6K | 0.01% | −412−88.6% | Reduced |
| Macroview Investment Management LLC | 54 | $15.9K | 0.03% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 56 | $16.6K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 59 | $17.4K | 0.01% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 59 | $17.4K | 0.02% | +59 | New |
| Parallax Volatility Advisers, L.P. | 60 | $17.7K | 0.00% | −9,028−99.3% | Reduced |
| Gould Capital, LLC | 61 | $18.0K | 0.01% | +6+10.9% | Added |
| Bradley & Co. Private Wealth Management, LLC | 70 | $20.7K | 0.02% | +4+6.1% | Added |
| Marshall Wace, LLP | 71 | $21.0K | 0.00% | +71 | New |
| Sageworth Trust Co | 75 | $22.1K | 0.00% | +65+650.0% | Added |
| Mach-1 Financial Group, Inc. | 332 | $22.2K | 0.14% | −410−55.3% | Reduced |
| JDM Financial Group LLC | 77 | $22.7K | 0.02% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 79 | $23.0K | 0.03% | −75−48.7% | Reduced |
| Knott David M Jr | 80 | $24.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 83 | $24.5K | 0.01% | 00.0% | Unchanged |
| Slow Capital, Inc. | 85 | $25.1K | 0.00% | +85 | New |
| Kalos Management, Inc. | 90 | $26.5K | 0.05% | +90 | New |
| Halpern Financial, Inc. | 90 | $26.6K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 95 | $28.0K | 0.01% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 100 | $29.5K | 0.00% | 00.0% | Unchanged |
| Family CFO Inc | 100 | $29.5K | 0.02% | 00.0% | Unchanged |
| Studio Investment Management LLC | 102 | $30.1K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 105 | $31.4K | 0.03% | −454−81.2% | Reduced |
| Grayhawk Investment Strategies Inc. | 80 | $32.0K | 0.02% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 112 | $33.1K | 0.01% | −2−1.8% | Reduced |
| Savior LLC | 113 | $33.3K | 0.03% | 00.0% | Unchanged |
| Schubert & Co | 116 | $34.2K | 0.03% | +11+10.5% | Added |
| Ayalon Holdings Ltd. | 120 | $35.0K | 0.02% | −2,840−95.9% | Reduced |
| Birch Capital Management, LLC | 121 | $35.6K | 0.02% | +1+0.8% | Added |
| Buck Wealth Strategies, LLC | 123 | $36.2K | 0.02% | +123 | New |
| Strategic Investment Solutions, Inc. | 124 | $36.6K | 0.01% | +124 | New |
| Koesten, Hirschmann & Crabtree, INC. | 129 | $38.1K | 0.03% | +4+3.2% | Added |
| West Financial Advisors, LLC | 141 | $41.6K | 0.01% | +141 | New |
| Harvest Group Wealth Management, LLC | 145 | $42.8K | 0.03% | −20−12.1% | Reduced |
| Your Advocates Ltd., LLP | 146 | $43.1K | 0.02% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 148 | $44.0K | 0.00% | −53−26.4% | Reduced |
| Johnson Midwest Financial, LLC | 150 | $44.3K | 0.06% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 150 | $44.3K | 0.01% | +150 | New |
| MB, Levis & Associates, LLC | 152 | $44.9K | 0.03% | +152 | New |
| Goodman Advisory Group, LLC | 152 | $44.9K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 152 | $45.0K | 0.02% | −16−9.5% | Reduced |
| Legend Financial Advisors, Inc. | 154 | $45.4K | 0.04% | −116−43.0% | Reduced |
| New Millennium Group LLC | 177 | $52.1K | 0.05% | +1+0.6% | Added |
| Guardian Wealth Management, Inc. | 177 | $52.2K | 0.05% | +1+0.6% | Added |
| Dark Forest Capital Management LP | 178 | $52.5K | 0.01% | +120+206.9% | Added |
| LFA - Lugano Financial Advisors SA | 181 | $53.4K | 0.04% | 00.0% | Unchanged |
| Retirement Group, LLC | 201 | $59.0K | 0.03% | +54+36.7% | Added |
| Skylands Capital, LLC | 200 | $59.0K | 0.01% | 00.0% | Unchanged |
| Belmont Capital, LLC | 205 | $60.5K | 0.05% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 207 | $61.1K | 0.04% | −691−76.9% | Reduced |
| Tacita Capital Inc | 212 | $63.0K | 0.05% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 218 | $64.3K | 0.05% | +151+225.4% | Added |
| HighMark Wealth Management LLC | 231 | $68.2K | 0.05% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 243 | $71.7K | 0.00% | +243 | New |
| Institutional & Family Asset Management, LLC | 252 | $74.4K | 0.01% | +48+23.5% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 256 | $75.5K | 0.05% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 264 | $78.0K | 0.02% | 00.0% | Unchanged |
| TD Capital Management LLC | 267 | $78.7K | 0.01% | +1+0.4% | Added |
| Lowe Wealth Advisors, LLC | 269 | $79.3K | 0.04% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 296 | $84.5K | 0.08% | +296 | New |
| Accel Wealth Management | 286 | $84.5K | 0.03% | +1+0.4% | Added |
| Fairfield Financial Advisors, LTD | 301 | $85.9K | 0.04% | +2+0.7% | Added |
| Atlas Capital Advisors LLC | 302 | $89.1K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 307 | $90.6K | 0.11% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 307 | $90.6K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 311 | $92.0K | 0.08% | −20−6.0% | Reduced |
| GoalVest Advisory LLC | 338 | $99.8K | 0.06% | −59−14.9% | Reduced |
| Financial Avengers, Inc. | 339 | $99.9K | 0.08% | +3+0.9% | Added |
| Bell Investment Advisors, Inc | 343 | $101.2K | 0.02% | −101−22.7% | Reduced |
| Baldrige Asset Management LLC | 348 | $103.0K | 0.04% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 354 | $104.5K | 0.00% | −1,645−82.3% | Reduced |
| Antonetti Capital Management LLC | 355 | $104.8K | 0.15% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 359 | $106.0K | 0.08% | −160−30.8% | Reduced |
| Cary Street Partners Asset Management LLC | 368 | $108.7K | 0.02% | −106−22.4% | Reduced |
