| Summit Wealth Group, LLC | 62,131 | $0 | 0.00% | +62,131 | New |
| Point72 Asset Management, L.P. | 1 | $127 | 0.00% | −85,337−100.0% | Reduced |
| Bellwether Advisors, LLC | 1 | $127 | 0.00% | +1 | New |
| Koesten, Hirschmann & Crabtree, INC. | 6 | $766 | 0.00% | +6 | New |
| Clear Investment Research, LLC | 7 | $893 | 0.00% | +4+133.3% | Added |
| Sofos Investments, Inc. | 128 | $915 | 0.04% | +18+16.4% | Added |
| Avion Wealth | 13 | $1.00K | 0.00% | −37−74.0% | Reduced |
| Kelly Financial Services LLC | 8 | $1.02K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.28K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 13 | $1.43K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 12 | $1.53K | 0.00% | −200−94.3% | Reduced |
| Tucker Asset Management LLC | 16 | $2.04K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 23 | $2.49K | 0.00% | +23 | New |
| Hoese & Co LLP | 24 | $2.96K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 25 | $3.19K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 25 | $3.19K | 0.00% | +9+56.3% | Added |
| PayPay Securities Corp | 27 | $3.44K | 0.23% | −19−41.3% | Reduced |
| Delos Wealth Advisors, LLC | 29 | $3.70K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 28 | $4.00K | 0.00% | +12+75.0% | Added |
| Credential Qtrade Securities Inc. | 32 | $4.08K | 0.00% | +32 | New |
| USA Financial Portformulas Corp | 33 | $4.21K | 0.01% | +33 | New |
| Kathleen S. Wright Associates Inc. | 43 | $5.49K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 45 | $5.74K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 46 | $5.87K | 0.00% | +43+1,433.3% | Added |
| Legend Financial Advisors, Inc. | 48 | $6.12K | 0.01% | −24−33.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 48 | $6.19K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 56 | $6.53K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 52 | $6.63K | 0.00% | −18−25.7% | Reduced |
| New Millennium Group LLC | 59 | $7.46K | 0.01% | +1+1.7% | Added |
| Syverson Strege & Co | 60 | $7.66K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 68 | $8.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 64 | $8.13K | 0.01% | +1+1.6% | Added |
| Lowe Wealth Advisors, LLC | 80 | $10.2K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 83 | $10.6K | 0.01% | +1+1.2% | Added |
| AdvisorShares Investments LLC | 85 | $10.8K | 0.00% | +17+25.0% | Added |
| Institutional & Family Asset Management, LLC | 90 | $11.5K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 90 | $11.5K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 92 | $11.7K | 0.00% | +18+24.3% | Added |
| Pacifica Partners Inc. | 100 | $12.2K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 100 | $12.8K | 0.02% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 103 | $13.0K | 0.00% | −99−49.0% | Reduced |
| Castleview Partners, LLC | 103 | $13.1K | 0.01% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 109 | $13.9K | 0.01% | 00.0% | Unchanged |
| James Investment Research Inc | 111 | $14.0K | 0.00% | −24−17.8% | Reduced |
| Financial Avengers, Inc. | 113 | $14.5K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 123 | $15.6K | 0.01% | +123 | New |
| JDM Financial Group LLC | 125 | $15.9K | 0.01% | 00.0% | Unchanged |
| Newton One Investments LLC | 125 | $15.9K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 126 | $16.1K | 0.01% | +126 | New |
| Stone House Investment Management, LLC | 133 | $16.9K | 0.01% | +133 | New |
| Grayhawk Investment Strategies Inc. | 98 | $17.0K | 0.01% | −2,973−96.8% | Reduced |
| Riggs Asset Managment Co. Inc. | 139 | $17.7K | 0.01% | −14−9.2% | Reduced |
| Acima Private Wealth, LLC | 140 | $17.9K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 143 | $18.0K | 0.02% | −7−4.7% | Reduced |
| Cranbrook Wealth Management, LLC | 147 | $18.8K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 150 | $19.1K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 150 | $19.1K | 0.01% | +38+33.9% | Added |
| Tower View Investment Management & Research LLC | 154 | $20.0K | 0.01% | +1+0.7% | Added |
| J.Safra Asset Management Corp | 162 | $20.7K | 0.00% | +162 | New |
| Hanson & Doremus Investment Management | 162 | $21.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 165 | $21.0K | 0.00% | +125+312.5% | Added |
| Raffa Wealth Management, LLC | 168 | $21.4K | 0.01% | 00.0% | Unchanged |
| Sturgeon Ventures LLP | 173 | $22.1K | 0.03% | +173 | New |
| WR Wealth Planners, LLC | 177 | $22.6K | 0.01% | +158+831.6% | Added |
| Raleigh Capital Management Inc. | 178 | $22.7K | 0.01% | −53−22.9% | Reduced |
| Western Pacific Wealth Management, LP | 185 | $23.6K | 0.02% | +154+496.8% | Added |
| GHP Investment Advisors, Inc. | 189 | $24.1K | 0.00% | −19−9.1% | Reduced |
| PFS Partners, LLC | 193 | $24.6K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 199 | $25.4K | 0.01% | +33+19.9% | Added |
| Baillie Gifford & Co | 202 | $25.8K | 0.00% | +19+10.4% | Added |
| Founders Capital Management | 200 | $26.0K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 206 | $26.3K | 0.02% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 207 | $26.4K | 0.01% | +207 | New |
| Blue Bell Private Wealth Management, LLC | 212 | $27.0K | 0.01% | −100−32.1% | Reduced |
| New England Capital Financial Advisors LLC | 212 | $27.1K | 0.02% | +1+0.5% | Added |
| Schubert & Co | 218 | $27.8K | 0.02% | +84+62.7% | Added |
| TD Capital Management LLC | 221 | $28.2K | 0.00% | +120+118.8% | Added |
| Lee Financial Co | 223 | $28.5K | 0.00% | −83−27.1% | Reduced |
| Bollard Group LLC | 229 | $29.0K | 0.00% | +2+0.9% | Added |
| Bray Capital Advisors | 228 | $29.1K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 233 | $30.0K | 0.01% | +5+2.2% | Added |
| Parallax Volatility Advisers, L.P. | 236 | $30.1K | 0.00% | +64+37.2% | Added |
| Pacific Center for Financial Services | 246 | $31.4K | 0.01% | +246 | New |
| Strategic Investment Solutions, Inc. | 249 | $31.8K | 0.01% | +249 | New |
| Ruedi Wealth Management, Inc. | 251 | $32.1K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 254 | $32.4K | 0.00% | −5−1.9% | Reduced |
| Norwood Financial Corp | 255 | $32.5K | 0.05% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 256 | $32.7K | 0.01% | −1−0.4% | Reduced |
| CoreFirst Bank & Trust | 262 | $33.4K | 0.02% | +65+33.0% | Added |
| Rise Advisors, LLC | 264 | $33.7K | 0.03% | +2+0.8% | Added |
| Cape Investment Advisory, Inc. | 277 | $35.4K | 0.02% | +277 | New |
| Mark Sheptoff Financial Planning, LLC | 279 | $35.6K | 0.02% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 284 | $36.2K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 285 | $36.4K | 0.04% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 290 | $37.0K | 0.04% | −98−25.3% | Reduced |
| Tanglewood Legacy Advisors, LLC | 295 | $37.6K | 0.02% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 300 | $38.3K | 0.04% | −55−15.5% | Reduced |
| Coston, McIsaac & Partners | 306 | $39.0K | 0.01% | 00.0% | Unchanged |
