| Summit Wealth Group, LLC | 13,181 | $0 | 0.00% | +13,181 | New |
| PayPay Securities Corp | 1 | $1.32K | 0.09% | −2−66.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1 | $1.32K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1 | $1.32K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 1 | $1.32K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1 | $1.32K | 0.00% | +1 | New |
| Salem Investment Counselors Inc | 1 | $1.32K | 0.00% | −6−85.7% | Reduced |
| Private Ocean, LLC | 2 | $2.64K | 0.00% | −4−66.7% | Reduced |
| Beacon Capital Management, LLC | 2 | $2.64K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 2 | $2.64K | 0.00% | +2 | New |
| Delos Wealth Advisors, LLC | 2 | $2.64K | 0.00% | −16−88.9% | Reduced |
| SRS Capital Advisors, Inc. | 2 | $2.64K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 3 | $3.85K | 0.00% | +3 | New |
| Bellwether Advisors, LLC | 3 | $3.95K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $3.96K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $3.96K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 4 | $5.00K | 0.00% | −100−96.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 4 | $5.27K | 0.00% | −3−42.9% | Reduced |
| Hallmark Capital Management Inc | 4 | $5.27K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 4 | $5.27K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 4 | $5.27K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $5.27K | 0.00% | +2+100.0% | Added |
| Creative Financial Designs Inc | 4 | $5.27K | 0.00% | +4 | New |
| Avalon Trust Co | 4 | $5.27K | 0.00% | +4 | New |
| Delta Asset Management LLC | 5 | $6.59K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5 | $6.59K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 5 | $6.59K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 5 | $6.59K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5 | $6.59K | 0.00% | +1+25.0% | Added |
| Armstrong Advisory Group, Inc | 5 | $6.59K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,318 | $6.71K | 0.29% | +472+55.8% | Added |
| Old North State Trust, LLC | 5 | $7.00K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 6 | $7.91K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6 | $7.91K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 6 | $7.91K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 6 | $8.00K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 7 | $9.00K | 0.00% | −30−81.1% | Reduced |
| Institutional & Family Asset Management, LLC | 7 | $9.23K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 12 | $10.2K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 8 | $10.5K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 8 | $10.5K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 9 | $11.9K | 0.00% | +9 | New |
| Plante Moran Financial Advisors, LLC | 9 | $11.9K | 0.00% | +9 | New |
| Cape Investment Advisory, Inc. | 9 | $11.9K | 0.01% | +9 | New |
| Ronald Blue Trust, Inc. | 14 | $12.0K | 0.00% | −7−33.3% | Reduced |
| Activest Wealth Management | 10 | $12.3K | 0.01% | −1,493−99.3% | Reduced |
| Ogorek Anthony Joseph | 10 | $13.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 10 | $13.2K | 0.00% | −16−61.5% | Reduced |
| Kempen Capital Management N.V. | 10 | $13.2K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 10 | $13.2K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 10 | $13.2K | 0.00% | +10 | New |
| Cedar Wealth Management, LLC | 11 | $14.5K | 0.01% | −25−69.4% | Reduced |
| TCI Wealth Advisors, Inc. | 12 | $15.8K | 0.00% | −12−50.0% | Reduced |
| Optimum Investment Advisors | 12 | $15.8K | 0.01% | +5+71.4% | Added |
| WealthPLAN Partners, LLC | 13 | $17.1K | 0.00% | +13 | New |
| Carmichael Hill & Associates, Inc. | 15 | $19.8K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 15 | $19.8K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 15 | $19.8K | 0.01% | +2+15.4% | Added |
| Itau Unibanco Holding S.A. | 17 | $22.4K | 0.00% | −1,438−98.8% | Reduced |
| Castleview Partners, LLC | 17 | $22.4K | 0.02% | +13+325.0% | Added |
| Quarry LP | 17 | $22.4K | 0.01% | +17 | New |
| Adirondack Trust Co | 18 | $23.7K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 18 | $23.7K | 0.02% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 20 | $25.0K | 0.00% | +13+185.7% | Added |
| Geneos Wealth Management Inc. | 20 | $26.4K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 20 | $26.4K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 20 | $26.4K | 0.00% | +18+900.0% | Added |
| Baldwin Brothers Inc | 21 | $27.7K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 21 | $27.7K | 0.00% | +1+5.0% | Added |
| Quent Capital, LLC | 21 | $28.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 22 | $29.0K | 0.01% | −28−56.0% | Reduced |
| Lindbrook Capital, LLC | 22 | $29.0K | 0.00% | +1+4.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 22 | $29.0K | 0.00% | −3−12.0% | Reduced |
| Sageworth Trust Co | 23 | $30.3K | 0.00% | +23 | New |
| Pacifica Partners Inc. | 25 | $31.0K | 0.02% | +25 | New |
| Harbour Investments, Inc. | 24 | $31.6K | 0.00% | −2−7.7% | Reduced |
| Carolinas Wealth Consulting LLC | 24 | $31.6K | 0.01% | +4+20.0% | Added |
| Zions Bancorporation, N.A. | 26 | $34.3K | 0.00% | −22−45.8% | Reduced |
| HM Payson & Co | 26 | $34.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 26 | $34.3K | 0.00% | +1+4.0% | Added |
| GPS Wealth Strategies Group, LLC | 28 | $36.9K | 0.01% | +28 | New |
| Bokf, NA | 29 | $38.2K | 0.00% | +29 | New |
| Catalyst Capital Advisors LLC | 30 | $39.5K | 0.00% | −89−74.8% | Reduced |
| Bell Investment Advisors, Inc | 30 | $39.5K | 0.01% | −5−14.3% | Reduced |
| North Star Investment Management Corp. | 30 | $39.5K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 30 | $39.5K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 30 | $39.5K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 31 | $40.9K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 33 | $43.5K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 34 | $44.8K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 34 | $44.8K | 0.01% | 00.0% | Unchanged |
| Wesleyan Assurance Society | 35 | $46.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 36 | $47.5K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 37 | $48.8K | 0.00% | +9+32.1% | Added |
| Cutler Group LP | 38 | $50.0K | 0.01% | −8−17.4% | Reduced |
| Hollencrest Capital Management | 38 | $50.1K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 39 | $51.4K | 0.00% | +22+129.4% | Added |