| Clear Street Markets LLC | 1 | $0 | 0.00% | −499−99.8% | Reduced |
| Summit Wealth Group, LLC | 179,271 | $1 | 0.02% | +179,271 | New |
| Investment Research & Advisory Group, Inc. | 1 | $4 | 0.00% | −11,656−100.0% | Reduced |
| Tfo-TDC, LLC | 3 | $573 | 0.00% | −8−72.7% | Reduced |
| HighMark Wealth Management LLC | 10 | $1.91K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 8 | $2.00K | 0.00% | −2,712−99.7% | Reduced |
| IAG Wealth Partners, LLC | 11 | $2.10K | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 12 | $2.29K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 13 | $2.48K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 14 | $3.00K | 0.00% | +14 | New |
| SJS Investment Consulting Inc. | 17 | $3.25K | 0.00% | −10−37.0% | Reduced |
| Clear Perspectives Financial Planning, LLC | 19 | $3.63K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 19 | $3.63K | 0.00% | +19 | New |
| TD Capital Management LLC | 20 | $3.82K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 21 | $4.01K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 23 | $4.30K | 0.00% | +3+15.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 23 | $4.40K | 0.00% | +23 | New |
| Atlas Capital Advisors LLC | 25 | $4.78K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 25 | $4.78K | 0.01% | +11+78.6% | Added |
| Ridgewood Investments LLC | 26 | $4.97K | 0.00% | +26 | New |
| Financial Freedom, LLC | 30 | $5.64K | 0.00% | +1+3.4% | Added |
| Goodman Advisory Group, LLC | 31 | $5.92K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 30 | $6.00K | 0.09% | −2,826−98.9% | Reduced |
| Iron Horse Wealth Management, LLC | 33 | $6.31K | 0.00% | +10+43.5% | Added |
| DecisionPoint Financial, LLC | 34 | $6.50K | 0.00% | +34 | New |
| Mendota Financial Group, LLC | 40 | $7.78K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 50 | $9.56K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 51 | $9.65K | 0.00% | +1+2.0% | Added |
| 25 LLC | 51 | $9.98K | 0.01% | +51 | New |
| DB Wealth Management Group, LLC | 53 | $10.1K | 0.01% | +1+1.9% | Added |
| Arcadia Investment Management Corp | 53 | $10.1K | 0.00% | −31−36.9% | Reduced |
| AdvisorShares Investments LLC | 60 | $11.5K | 0.00% | +36+150.0% | Added |
| Morgan Dempsey Capital Management LLC | 62 | $11.8K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 63 | $12.0K | 0.01% | −11−14.9% | Reduced |
| Institutional & Family Asset Management, LLC | 65 | $12.4K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 65 | $12.4K | 0.01% | +18+38.3% | Added |
| Cyrus J. Lawrence, LLC | 73 | $14.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 78 | $14.9K | 0.01% | −47−37.6% | Reduced |
| Castleview Partners, LLC | 78 | $14.9K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 78 | $14.9K | 0.01% | −15−16.1% | Reduced |
| MRP Capital Investments, LLC | 78 | $14.9K | 0.02% | +78 | New |
| Richard W. Paul & Associates, LLC | 86 | $16.4K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 91 | $17.4K | 0.00% | −165−64.5% | Reduced |
| Cedar Mountain Advisors, LLC | 91 | $17.4K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 95 | $18.2K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 95 | $18.2K | 0.03% | 00.0% | Unchanged |
| Credit Agricole S A | 100 | $19.1K | 0.00% | −4,048−97.6% | Reduced |
| Gould Capital, LLC | 100 | $19.1K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 105 | $20.0K | 0.00% | +105 | New |
| Sugarloaf Wealth Management, LLC | 104 | $20.0K | 0.00% | −1−1.0% | Reduced |
| Resurgent Financial Advisors LLC | 106 | $20.3K | 0.01% | −266−71.5% | Reduced |
| Rocky Mountain Advisers, LLC | 124 | $24.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 131 | $25.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 134 | $25.6K | 0.00% | +1+0.8% | Added |
| Wolff Wiese Magana LLC | 136 | $26.0K | 0.02% | −43−24.0% | Reduced |
| Coston, McIsaac & Partners | 136 | $26.0K | 0.01% | −12−8.1% | Reduced |
| Credential Qtrade Securities Inc. | 148 | $28.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 150 | $28.7K | 0.03% | −62−29.2% | Reduced |
| Founders Capital Management | 150 | $29.0K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 153 | $29.2K | 0.01% | −30−16.4% | Reduced |
| McIlrath & Eck, LLC | 153 | $29.2K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 154 | $29.4K | 0.01% | +11+7.7% | Added |
| Knuff & Co LLC | 162 | $31.0K | 0.01% | +162 | New |
| Harvest Group Wealth Management, LLC | 163 | $31.2K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 164 | $31.3K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 164 | $31.4K | 0.00% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 165 | $31.5K | 0.01% | +165 | New |
| Loomis Sayles & Co L P | 167 | $32.0K | 0.00% | +104+165.1% | Added |
| Osterweis Capital Management Inc | 168 | $32.1K | 0.00% | −275−62.1% | Reduced |
| Magellan Asset Management Ltd | 168 | $32.1K | 0.00% | +168 | New |
| Raleigh Capital Management Inc. | 168 | $32.2K | 0.02% | +54+47.4% | Added |
| Pointe Capital Management LLC | 171 | $32.7K | 0.02% | +171 | New |
| Private Ocean, LLC | 175 | $33.4K | 0.00% | −16−8.4% | Reduced |
| Financial Connections Group, Inc. | 180 | $34.0K | 0.02% | 00.0% | Unchanged |
| Granite FO LLC | 171 | $34.2K | 0.02% | +120+235.3% | Added |
| Ameliora Wealth Management Ltd. | 191 | $36.5K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 192 | $36.8K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 197 | $37.6K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 198 | $37.8K | 0.01% | −400−66.9% | Reduced |
| Abound Wealth Management | 199 | $38.0K | 0.02% | +2+1.0% | Added |
| China Universal Asset Management Co., Ltd. | 202 | $38.6K | 0.01% | +202 | New |
| Antonetti Capital Management LLC | 203 | $38.8K | 0.06% | −20−9.0% | Reduced |
| Western Pacific Wealth Management, LP | 205 | $39.2K | 0.03% | +185+925.0% | Added |
| Byrne Asset Management LLC | 210 | $40.0K | 0.03% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 215 | $41.1K | 0.02% | 00.0% | Unchanged |
| Avalon Trust Co | 220 | $42.0K | 0.00% | +220 | New |
| Level Financial Advisors, Inc. | 226 | $43.2K | 0.03% | −4−1.7% | Reduced |
| Annapolis Financial Services, LLC | 230 | $44.0K | 0.01% | −2−0.9% | Reduced |
| Nalls Sherbakoff Group, LLC | 241 | $45.6K | 0.05% | +241 | New |
| Beacon Capital Management, Inc. | 240 | $45.9K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 217 | $46.0K | 0.01% | +7+3.3% | Added |
| Rational Advisors LLC | 242 | $46.3K | 0.00% | +9+3.9% | Added |
| RFP Financial Group LLC | 252 | $48.1K | 0.06% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 260 | $49.6K | 0.02% | +260 | New |
| Stuart Chaussee & Associates, Inc. | 263 | $50.3K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 265 | $51.0K | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 268 | $51.2K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 270 | $52.0K | 0.03% | 00.0% | Unchanged |
