| Summit Wealth Group, LLC | 558,020 | $3 | 0.07% | +558,020 | New |
| Kessler Investment Group, LLC | 1 | $182 | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3 | $547 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 5 | $891 | 0.00% | +5 | New |
| Miller Wealth Advisors, LLC | 56 | $1.00K | 0.01% | −845−93.8% | Reduced |
| USA Financial Portformulas Corp | 20 | $3.65K | 0.01% | +20 | New |
| Cedar Wealth Management, LLC | 24 | $4.38K | 0.00% | −12−33.3% | Reduced |
| Kalos Management, Inc. | 24 | $4.38K | 0.01% | +24 | New |
| Live Oak Investment Partners | – | $4.74K | 0.00% | – | – |
| Iron Horse Wealth Management, LLC | 28 | $5.10K | 0.00% | +6+27.3% | Added |
| Highline Wealth Partners LLC | 29 | $5.29K | 0.00% | −150−83.8% | Reduced |
| Robbins Farley LLC | 29 | $5.29K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 31 | $5.65K | 0.00% | +31 | New |
| Quarry LP | 32 | $5.83K | 0.00% | −46−59.0% | Reduced |
| PayPay Securities Corp | 33 | $6.02K | 0.40% | −21−38.9% | Reduced |
| Sofos Investments, Inc. | 282 | $6.53K | 0.29% | +101+55.8% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 42 | $8.00K | 0.21% | −8−16.0% | Reduced |
| Buck Wealth Strategies, LLC | 44 | $8.02K | 0.00% | +44 | New |
| Morgan Dempsey Capital Management LLC | 54 | $9.84K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 68 | $12.0K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 66 | $12.1K | 0.01% | −275−80.6% | Reduced |
| Robinson Value Management, Ltd. | 70 | $12.8K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 74 | $13.0K | 0.00% | −20,756−99.6% | Reduced |
| FSC Wealth Advisors, LLC | 78 | $14.2K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 85 | $15.0K | 0.00% | +12+16.4% | Added |
| Investment Research & Advisory Group, Inc. | 88 | $16.0K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 95 | $17.3K | 0.02% | +2+2.2% | Added |
| Clear Street Markets LLC | 100 | $18.0K | 0.00% | −24,100−99.6% | Reduced |
| Global Wealth Strategies & Associates | 100 | $18.2K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 100 | $18.2K | 0.01% | +7+7.5% | Added |
| Bradley & Co. Private Wealth Management, LLC | 105 | $19.1K | 0.02% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 105 | $19.1K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 110 | $20.0K | 0.01% | +1+0.9% | Added |
| Pacifica Partners Inc. | 110 | $20.2K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 118 | $21.5K | 0.02% | +118 | New |
| Parallax Volatility Advisers, L.P. | 120 | $21.9K | 0.00% | −34,558−99.7% | Reduced |
| Goodman Advisory Group, LLC | 120 | $21.9K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 121 | $22.1K | 0.04% | −16−11.7% | Reduced |
| Family CFO Inc | 125 | $22.8K | 0.02% | 00.0% | Unchanged |
| HWG Holdings LP | 128 | $23.3K | 0.01% | −1,631−92.7% | Reduced |
| Bourgeon Capital Management LLC | 128 | $23.3K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 131 | $23.9K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 136 | $24.8K | 0.02% | −31−18.6% | Reduced |
| Sturgeon Ventures LLP | 140 | $25.5K | 0.04% | −11,485−98.8% | Reduced |
| Maryland Capital Advisors Inc. | 145 | $26.4K | 0.02% | 00.0% | Unchanged |
| Red Tortoise LLC | 160 | $29.2K | 0.02% | −6−3.6% | Reduced |
| Tfo-TDC, LLC | 161 | $29.4K | 0.01% | +134+496.3% | Added |
| Antonetti Capital Management LLC | 175 | $31.9K | 0.05% | −175−50.0% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 177 | $32.4K | 0.03% | +1+0.6% | Added |
| Mendota Financial Group, LLC | 212 | $35.5K | 0.04% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 195 | $35.5K | 0.02% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 200 | $36.0K | 0.02% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 200 | $36.5K | 0.01% | +200 | New |
| Trifecta Capital Advisors, LLC | 216 | $39.4K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 218 | $40.0K | 0.01% | −99−31.2% | Reduced |
| Adirondack Retirement Specialists, Inc. | 223 | $40.6K | 0.03% | +100+81.3% | Added |
| Horizon Bancorp Inc | 227 | $41.0K | 0.03% | −3,224−93.4% | Reduced |
| Altshuler Shaham Ltd | 240 | $43.8K | 0.00% | −604−71.6% | Reduced |
| Cowen Prime Advisors LLC | 230 | $44.0K | 0.02% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 248 | $45.2K | 0.03% | +196+376.9% | Added |
| Morton Brown Family Wealth, LLC | 251 | $45.8K | 0.03% | 00.0% | Unchanged |
| United Community Bank | 254 | $46.3K | 0.04% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 257 | $46.9K | 0.02% | +257 | New |
| Lowe Wealth Advisors, LLC | 258 | $47.0K | 0.03% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 288 | $52.5K | 0.04% | +2+0.7% | Added |
| Rocky Mountain Advisers, LLC | 300 | $55.0K | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 300 | $55.0K | 0.00% | +300 | New |
| Bromfield Sneider Wealth Advisors | 317 | $57.8K | 0.05% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 327 | $59.6K | 0.03% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 340 | $61.0K | 0.01% | −13−3.7% | Reduced |
| Level Financial Advisors, Inc. | 339 | $61.8K | 0.04% | −12−3.4% | Reduced |
| Lansing Street Advisors | 340 | $61.9K | 0.04% | +3+0.9% | Added |
| Evolution Advisers, Inc. | 342 | $62.0K | 0.04% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 341 | $62.2K | 0.02% | +1+0.3% | Added |
| Baldrige Asset Management LLC | 359 | $65.0K | 0.03% | +15+4.4% | Added |
| Nalls Sherbakoff Group, LLC | 369 | $66.7K | 0.07% | +369 | New |
| Silicon Valley Capital Partners | 368 | $67.0K | 0.01% | +171+86.8% | Added |
| DB Wealth Management Group, LLC | 379 | $69.1K | 0.04% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 383 | $69.9K | 0.02% | +1+0.3% | Added |
| Cornerstone Management, Inc. | 390 | $71.1K | 0.02% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 396 | $72.0K | 0.00% | −143−26.5% | Reduced |
| Stone House Investment Management, LLC | 417 | $76.0K | 0.03% | +417 | New |
| China Universal Asset Management Co., Ltd. | 421 | $76.7K | 0.03% | +417+10,425.0% | Added |
| US Asset Management LLC | 425 | $77.0K | 0.08% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 428 | $78.0K | 0.09% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 432 | $78.8K | 0.02% | +81+23.1% | Added |
| True Wealth Design, LLC | 437 | $79.7K | 0.03% | −22−4.8% | Reduced |
| Abound Wealth Management | 440 | $80.2K | 0.04% | −75−14.6% | Reduced |
| Johnson Midwest Financial, LLC | 453 | $82.5K | 0.12% | −4−0.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 454 | $82.8K | 0.02% | −128−22.0% | Reduced |
| Carmel Capital Partners, LLC | 475 | $86.6K | 0.05% | +475 | New |
| Bell Investment Advisors, Inc | 485 | $88.4K | 0.02% | −81−14.3% | Reduced |
| Twin Lakes Capital Management, LLC | 489 | $89.1K | 0.07% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 500 | $91.0K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 500 | $91.2K | 0.05% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 505 | $92.0K | 0.04% | +210+71.2% | Added |
| Creative Financial Designs Inc | 511 | $93.2K | 0.01% | +2+0.4% | Added |
| Raffa Wealth Management, LLC | 512 | $93.3K | 0.03% | +2+0.4% | Added |
| HBC Financial Services, PLLC | 540 | $99.0K | 0.08% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 553 | $100.8K | 0.03% | 00.0% | Unchanged |
