| Summit Wealth Group, LLC | 165,346 | $1 | 0.02% | +165,346 | New |
| PEAK6 Investments LLC | 6 | $1.17K | 0.00% | −70,905−100.0% | Reduced |
| Annapolis Financial Services, LLC | 6 | $1.25K | 0.00% | −21−77.8% | Reduced |
| Marquette Asset Management, LLC | 6 | $1.25K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 6 | $1.25K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 8 | $1.66K | 0.00% | +2+33.3% | Added |
| Halpern Financial, Inc. | 9 | $1.87K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 12 | $2.00K | 0.00% | −7,473−99.8% | Reduced |
| MBM Wealth Consultants, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 11 | $2.28K | 0.00% | −115−91.3% | Reduced |
| Sofos Investments, Inc. | 13,692 | $2.90K | 0.13% | +8,474+162.4% | Added |
| Parallax Volatility Advisers, L.P. | 15 | $3.11K | 0.00% | −240−94.1% | Reduced |
| Lumature Wealth Partners, LLC | 15 | $3.11K | 0.00% | −9−37.5% | Reduced |
| Eukles Asset Management | 15 | $3.11K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 15 | $3.11K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 15 | $3.11K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 17 | $3.53K | 0.00% | +17 | New |
| WestEnd Advisors, LLC | – | $3.73K | 0.00% | – | – |
| Davidson Capital Management Inc. | 21 | $4.36K | 0.00% | +21 | New |
| Compass Wealth Management LLC | 24 | $4.98K | 0.00% | −6−20.0% | Reduced |
| McClarren Financial Advisors, Inc. | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 25 | $5.19K | 0.00% | +17+212.5% | Added |
| First Community Trust NA | 27 | $5.60K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 27 | $5.60K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 30 | $6.22K | 0.01% | 00.0% | Unchanged |
| Gs Investments, Inc. | 30 | $6.22K | 0.00% | −39−56.5% | Reduced |
| Bourgeon Capital Management LLC | 30 | $6.22K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 30 | $6.22K | 0.00% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 30 | $6.22K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 45 | $6.22K | 0.00% | +27+150.0% | Added |
| Atlantic Private Wealth, LLC | 30 | $6.22K | 0.01% | +30 | New |
| First Personal Financial Services | 32 | $6.72K | 0.00% | +32 | New |
| Syverson Strege & Co | 38 | $7.98K | 0.00% | +15+65.2% | Added |
| Ruedi Wealth Management, Inc. | 42 | $8.71K | 0.01% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 48 | $9.96K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 48 | $9.96K | 0.01% | +12+33.3% | Added |
| Boyd Watterson Asset Management LLC | 48 | $9.96K | 0.00% | +24+100.0% | Added |
| Cranbrook Wealth Management, LLC | 52 | $10.7K | 0.00% | −42−44.7% | Reduced |
| Grayhawk Investment Strategies Inc. | 39 | $11.0K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 57 | $11.8K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 57 | $12.0K | 0.00% | +51+850.0% | Added |
| Cary Street Partners Asset Management LLC | 60 | $12.4K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 60 | $12.4K | 0.00% | +60 | New |
| Veritas Investment Partners (UK) Ltd. | 60 | $12.4K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 70 | $14.5K | 0.01% | −12−14.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 72 | $14.9K | 0.00% | +45+166.7% | Added |
| Adirondack Retirement Specialists, Inc. | 80 | $15.4K | 0.01% | +80 | New |
| Perkins Coie Trust Co | 75 | $15.6K | 0.00% | 00.0% | Unchanged |
| Trust Co | 75 | $15.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 75 | $16.0K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 79 | $16.3K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 80 | $16.6K | 0.01% | −55−40.7% | Reduced |
| Pin Oak Investment Advisors Inc | 85 | $18.0K | 0.02% | +85 | New |
| Kathleen S. Wright Associates Inc. | 90 | $18.7K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 96 | $19.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 96 | $19.9K | 0.01% | −479−83.3% | Reduced |
| Financial Freedom, LLC | 100 | $20.7K | 0.02% | −325−76.5% | Reduced |
| West Oak Capital, LLC | 100 | $20.7K | 0.01% | +80+400.0% | Added |
| Bollard Group LLC | 100 | $21.0K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 117 | $24.3K | 0.01% | −288−71.1% | Reduced |
| Clear Perspectives Financial Planning, LLC | 117 | $24.3K | 0.01% | −6−4.9% | Reduced |
| Twin Lakes Capital Management, LLC | 117 | $24.3K | 0.02% | 00.0% | Unchanged |
| HWG Holdings LP | 117 | $24.3K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 117 | $24.3K | 0.02% | −1,940−94.3% | Reduced |
| First Financial Corp | 123 | $25.5K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 126 | $26.0K | 0.01% | +21+20.0% | Added |
| Kessler Investment Group, LLC | 143 | $29.7K | 0.02% | −70−32.9% | Reduced |
| GW&K Investment Management, LLC | 147 | $30.0K | 0.00% | +147 | New |
| St. Johns Investment Management Company, LLC | 149 | $30.9K | 0.02% | +122+451.9% | Added |
| TD Ameritrade Investment Management, LLC | 148 | $31.0K | 0.00% | +23+18.4% | Added |
| WFA Asset Management Corp | 150 | $31.1K | 0.02% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 163 | $33.8K | 0.00% | +163 | New |
| Atlantic Trust, LLC | 165 | $34.2K | 0.01% | 00.0% | Unchanged |
| Graham Capital Wealth Management, LLC | 165 | $34.2K | 0.05% | +165 | New |
| Costello Asset Management, INC | 168 | $34.9K | 0.04% | −20−10.6% | Reduced |
| First PREMIER Bank | 169 | $35.0K | 0.01% | +10+6.3% | Added |
| Clear Investment Research, LLC | 172 | $35.7K | 0.06% | +22+14.7% | Added |
| Arcadia Investment Management Corp | 180 | $37.3K | 0.01% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 190 | $39.4K | 0.00% | +25+15.2% | Added |
| Studio Investment Management LLC | 195 | $40.5K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 198 | $41.1K | 0.00% | +114+135.7% | Added |
| Aspire Private Capital, LLC | 207 | $42.9K | 0.01% | +138+200.0% | Added |
| Pacifica Partners Inc. | 250 | $46.1K | 0.03% | −200−44.4% | Reduced |
| Chesapeake Asset Management LLC | 225 | $46.7K | 0.04% | +225 | New |
| Maryland Capital Advisors Inc. | 226 | $47.0K | 0.04% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 231 | $47.9K | 0.03% | −21−8.3% | Reduced |
| FSC Wealth Advisors, LLC | 235 | $48.8K | 0.08% | 00.0% | Unchanged |
| Horan Securities, Inc. | 246 | $51.0K | 0.03% | +2+0.8% | Added |
| PayPay Securities Corp | 250 | $51.9K | 3.47% | +143+133.6% | Added |
| First National Bank of South Miami | 250 | $51.9K | 0.04% | +250 | New |
| Chelsea Counsel Co | 260 | $53.9K | 0.03% | −2,640−91.0% | Reduced |
| Fortis Advisors, LLC | 260 | $53.9K | 0.04% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 1,061 | $54.7K | 0.35% | −3,189−75.0% | Reduced |
| Princeton Global Asset Management LLC | 267 | $55.4K | 0.02% | +63+30.9% | Added |
| Piershale Financial Group, Inc. | 270 | $56.0K | 0.04% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 272 | $56.4K | 0.02% | −187−40.7% | Reduced |
| Bellwether Advisors, LLC | 281 | $58.3K | 0.02% | +161+134.2% | Added |
| EMC Capital Management | 300 | $59.0K | 0.05% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 287 | $59.5K | 0.02% | +65+29.3% | Added |
| AllSquare Wealth Management LLC | 288 | $59.7K | 0.04% | +51+21.5% | Added |
