| Summit Wealth Group, LLC | 12,509 | $0 | 0.00% | +12,509 | New |
| Sofos Investments, Inc. | 81 | $2 | 0.00% | +6+8.0% | Added |
| WestEnd Advisors, LLC | – | $242 | 0.00% | – | – |
| Financial Synergies Wealth Advisors, Inc. | 3 | $243 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $243 | 0.00% | +3 | New |
| CVA Family Office, LLC | 5 | $404 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $404 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5 | $404 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $565 | 0.00% | −17−70.8% | Reduced |
| JJJ Advisors Inc. | 10 | $842 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 14 | $1.00K | 0.00% | −38,368−100.0% | Reduced |
| Clearstead Advisors, LLC | 15 | $1.21K | 0.00% | +15 | New |
| Hexagon Capital Partners LLC | 18 | $1.45K | 0.00% | −2−10.0% | Reduced |
| Eagle Bay Advisors LLC | 20 | $1.61K | 0.00% | −8−28.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 20 | $1.61K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 20 | $1.61K | 0.00% | +20 | New |
| Sutton Wealth Advisors Inc. | 21 | $1.70K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 25 | $2.00K | 0.00% | +25 | New |
| Manchester Capital Management LLC | 27 | $2.18K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 27 | $2.18K | 0.00% | +27 | New |
| Hollencrest Capital Management | 28 | $2.26K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 30 | $2.42K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 34 | $2.74K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 37 | $2.99K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 39 | $3.15K | 0.00% | −900−95.8% | Reduced |
| Disciplined Investments, LLC | 43 | $3.47K | 0.00% | +5+13.2% | Added |
| Aspire Private Capital, LLC | 44 | $3.55K | 0.00% | −4−8.3% | Reduced |
| Versant Capital Management, Inc | 50 | $4.04K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 50 | $4.04K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 55 | $4.44K | 0.00% | +6+12.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 65 | $5.25K | 0.00% | +65 | New |
| Creative Financial Designs Inc | 65 | $5.25K | 0.00% | +65 | New |
| McIlrath & Eck, LLC | 69 | $5.57K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 75 | $6.05K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 80 | $6.46K | 0.00% | +19+31.1% | Added |
| Deseret Mutual Benefit Administrators | 89 | $7.18K | 0.00% | +89 | New |
| Twin Tree Management, LP | 92 | $7.42K | 0.00% | +92 | New |
| Trust Co of Vermont | 94 | $7.59K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 100 | $8.07K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 100 | $8.07K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $8.07K | 0.00% | +100 | New |
| ICA Group Wealth Management, LLC | 100 | $8.07K | 0.00% | +100 | New |
| WR Wealth Planners, LLC | 100 | $8.07K | 0.00% | +100 | New |
| Prestige Wealth Management Group LLC | 101 | $8.15K | 0.00% | −23−18.5% | Reduced |
| IFP Advisors, Inc | 214 | $8.15K | 0.00% | −543−71.7% | Reduced |
| Schubert & Co | 104 | $8.39K | 0.01% | +36+52.9% | Added |
| Front Row Advisors LLC | 126 | $10.0K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 131 | $10.6K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 148 | $11.9K | 0.00% | +8+5.7% | Added |
| Armstrong Advisory Group, Inc | 150 | $12.1K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 152 | $12.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 157 | $12.7K | 0.00% | +100+175.4% | Added |
| Zions Bancorporation, N.A. | 167 | $13.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 168 | $13.6K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 173 | $14.0K | 0.02% | +173 | New |
| First Personal Financial Services | 175 | $14.1K | 0.00% | +175 | New |
| JFS Wealth Advisors, LLC | 177 | $14.3K | 0.00% | +34+23.8% | Added |
| Carolinas Wealth Consulting LLC | 185 | $14.9K | 0.00% | −95−33.9% | Reduced |
| Parkside Financial Bank & Trust | 187 | $15.1K | 0.00% | +63+50.8% | Added |
| EverSource Wealth Advisors, LLC | 194 | $15.7K | 0.00% | +24+14.1% | Added |
| Plante Moran Financial Advisors, LLC | 200 | $16.1K | 0.00% | −117−36.9% | Reduced |
| City Holding Co | 200 | $16.1K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 200 | $16.1K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 202 | $16.3K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 210 | $16.9K | 0.00% | −4−1.9% | Reduced |
| TD Ameritrade Investment Management, LLC | 210 | $17.0K | 0.00% | −71−25.3% | Reduced |
| Capital Advisors, Ltd. LLC | 207 | $17.0K | 0.00% | −415−66.7% | Reduced |
| Walleye Capital LLC | 220 | $17.8K | 0.00% | +220 | New |
| Arlington Partners LLC | 224 | $18.1K | 0.00% | +224 | New |
| Sugarloaf Wealth Management, LLC | 234 | $18.9K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 250 | $19.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 259 | $20.9K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 291 | $23.5K | 0.00% | +14+5.1% | Added |
| Massmutual Trust Co FSB | 291 | $23.5K | 0.00% | +171+142.5% | Added |
| Global Retirement Partners, LLC | 281 | $23.6K | 0.00% | +146+108.1% | Added |
| Raleigh Capital Management Inc. | 296 | $23.9K | 0.01% | +62+26.5% | Added |
| Johnson Financial Group, Inc. | 297 | $24.0K | 0.00% | +297 | New |
| Hazlett, Burt & Watson, Inc. | 300 | $24.0K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 303 | $24.5K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 310 | $25.0K | 0.00% | −7−2.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 322 | $26.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 347 | $28.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 350 | $28.2K | 0.01% | +350 | New |
| Clean Yield Group | 375 | $30.3K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 386 | $31.1K | 0.00% | −436−53.0% | Reduced |
| Huntington National Bank | 405 | $32.7K | 0.00% | −251−38.3% | Reduced |
| North Star Investment Management Corp. | 414 | $33.4K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 416 | $33.6K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 426 | $34.4K | 0.00% | +426 | New |
| BerganKDV Wealth Management, LLC | 428 | $34.5K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 484 | $39.0K | 0.01% | +231+91.3% | Added |
| Allworth Financial LP | 485 | $39.1K | 0.00% | +34+7.5% | Added |
| Farther Finance Advisors, LLC | 485 | $39.1K | 0.01% | +115+31.1% | Added |
| FinTrust Capital Advisors, LLC | 581 | $43.5K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 548 | $44.2K | 0.00% | +478+682.9% | Added |
| Whittier Trust Co of Nevada Inc | 586 | $47.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 591 | $47.7K | 0.00% | +211+55.5% | Added |
| Toth Financial Advisory Corp | 598 | $48.3K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 603 | $48.7K | 0.03% | +570+1,727.3% | Added |