| Summit Wealth Group, LLC | 118,275 | $0 | 0.00% | +118,275 | New |
| Kessler Investment Group, LLC | 1 | $280 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 1 | $280 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 345 | $427 | 0.02% | +81+30.7% | Added |
| State of Wyoming | 2 | $559 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 2 | $560 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | – | $1.40K | 0.00% | – | – |
| USA Financial Portformulas Corp | 6 | $1.68K | 0.00% | +6 | New |
| New Millennium Group LLC | 8 | $2.24K | 0.00% | −3−27.3% | Reduced |
| Magnolia Capital Management Ltd | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 11 | $3.08K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 14 | $3.92K | 0.00% | +14 | New |
| Horizons Wealth Management | 15 | $4.19K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 18 | $5.03K | 0.34% | −11−37.9% | Reduced |
| Lam Group, Inc. | 20 | $5.59K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 20 | $5.59K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 22 | $6.15K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 23 | $6.43K | 0.00% | +15+187.5% | Added |
| Investment Research & Advisory Group, Inc. | 23 | $6.70K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 25 | $6.99K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 25 | $6.99K | 0.00% | +25 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 27 | $8.00K | 0.21% | −403−93.7% | Reduced |
| Core Wealth Advisors, Inc. | 31 | $8.67K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 33 | $9.23K | 0.01% | −67−67.0% | Reduced |
| TD Capital Management LLC | 38 | $10.5K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 40 | $11.2K | 0.01% | −216−84.4% | Reduced |
| Gs Investments, Inc. | 40 | $11.2K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 40 | $11.2K | 0.01% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 41 | $11.5K | 0.01% | +41 | New |
| 25 LLC | 41 | $12.3K | 0.01% | +41 | New |
| Thomas J. Herzfeld Advisors, Inc. | 45 | $12.6K | 0.01% | +3+7.1% | Added |
| Perritt Capital Management Inc | 46 | $12.9K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 45 | $13.0K | 0.01% | −785−94.6% | Reduced |
| Hoese & Co LLP | 50 | $13.2K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 51 | $14.3K | 0.00% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 51 | $14.3K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 53 | $14.8K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 54 | $15.1K | 0.01% | +38+237.5% | Added |
| True Wealth Design, LLC | 54 | $15.2K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 55 | $15.4K | 0.01% | 00.0% | Unchanged |
| Belmont Capital, LLC | 66 | $18.5K | 0.02% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 67 | $18.7K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 71 | $19.8K | 0.01% | +71 | New |
| Grayhawk Investment Strategies Inc. | 53 | $20.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 77 | $21.5K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 81 | $22.5K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 320 | $23.0K | 0.00% | −73,077−99.6% | Reduced |
| Proffitt & Goodson Inc | 84 | $23.5K | 0.00% | 00.0% | Unchanged |
| Sturgeon Ventures LLP | 85 | $23.8K | 0.04% | +85 | New |
| Luken Investment Analytics, LLC | 92 | $25.7K | 0.02% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 93 | $26.0K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 93 | $26.0K | 0.02% | +2+2.2% | Added |
| IMA Wealth, Inc. | 95 | $26.6K | 0.01% | −288−75.2% | Reduced |
| Aspire Private Capital, LLC | 95 | $26.6K | 0.01% | −3−3.1% | Reduced |
| Norwood Financial Corp | 100 | $28.0K | 0.04% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 100 | $28.0K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 101 | $28.0K | 0.00% | −94−48.2% | Reduced |
| Grey Fox Wealth Advisors, LLC | 101 | $28.3K | 0.02% | +51+102.0% | Added |
| Clear Perspectives Financial Planning, LLC | 102 | $28.5K | 0.02% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 102 | $28.5K | 0.01% | −10−8.9% | Reduced |
| Artemis Wealth Advisors, LLC | 113 | $31.6K | 0.01% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 115 | $32.2K | 0.01% | +110+2,200.0% | Added |
| Ridgewood Investments LLC | 116 | $32.4K | 0.02% | +116 | New |
| Arcadia Investment Advisors LLC | 116 | $32.4K | 0.02% | 00.0% | Unchanged |
| Gladius Capital Management LP | 118 | $33.0K | 0.01% | −1,546−92.9% | Reduced |
| America First Investment Advisors, LLC | 123 | $34.4K | 0.01% | −57−31.7% | Reduced |
| Delos Wealth Advisors, LLC | 123 | $34.4K | 0.04% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 123 | $34.4K | 0.02% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 124 | $34.7K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 129 | $36.1K | 0.02% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 133 | $37.0K | 0.00% | −82−38.1% | Reduced |
| Retirement Group, LLC | 133 | $37.0K | 0.02% | −7−5.0% | Reduced |
| RE Dickinson Investment Advisors, LLC | 136 | $38.0K | 0.01% | −21−13.4% | Reduced |
| VitalStone Financial, LLC | 139 | $38.0K | 0.03% | −7−4.8% | Reduced |
| Legend Financial Advisors, Inc. | 143 | $40.0K | 0.03% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 151 | $42.2K | 0.01% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 150 | $42.3K | 0.04% | +100+200.0% | Added |
| Altshuler Shaham Ltd | 156 | $43.6K | 0.00% | −413−72.6% | Reduced |
| Global Wealth Strategies & Associates | 160 | $44.8K | 0.02% | +26+19.4% | Added |
| Canton Hathaway, LLC | 165 | $46.0K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 169 | $47.3K | 0.02% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 181 | $50.6K | 0.03% | +100+123.5% | Added |
| CarsonAllaria Wealth Management, Ltd. | 181 | $50.7K | 0.04% | +1+0.6% | Added |
| McClarren Financial Advisors, Inc. | 190 | $51.0K | 0.05% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 185 | $52.0K | 0.00% | −930−83.4% | Reduced |
| Disciplined Investments, LLC | 188 | $52.7K | 0.02% | +56+42.4% | Added |
| Raffa Wealth Management, LLC | 189 | $52.8K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 194 | $54.2K | 0.04% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 200 | $55.0K | 0.01% | −19−8.7% | Reduced |
| Blume Capital Management, Inc. | 200 | $55.9K | 0.02% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 200 | $56.0K | 0.03% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 203 | $56.8K | 0.04% | +203 | New |
| Bellwether Advisors, LLC | 213 | $59.6K | 0.02% | −3−1.4% | Reduced |
| NewSquare Capital LLC | 218 | $61.0K | 0.01% | +34+18.5% | Added |
| Abound Wealth Management | 221 | $61.8K | 0.03% | +48+27.7% | Added |
| Lowe Wealth Advisors, LLC | 224 | $62.6K | 0.03% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 225 | $62.9K | 0.03% | −12−5.1% | Reduced |
| Annapolis Financial Services, LLC | 226 | $63.2K | 0.02% | −1,647−87.9% | Reduced |
| RFP Financial Group LLC | 230 | $64.3K | 0.07% | −602−72.4% | Reduced |
| Horan Securities, Inc. | 234 | $65.4K | 0.03% | +41+21.2% | Added |