| Summit Wealth Group, LLC | 811,910 | $2 | 0.05% | +810,192+47,159.0% | Added |
| Providence Capital Advisors, LLC | 4 | $1.89K | 0.00% | +4 | New |
| Koesten, Hirschmann & Crabtree, INC. | 4 | $1.89K | 0.00% | +4 | New |
| Morton Brown Family Wealth, LLC | 5 | $2.36K | 0.00% | +5 | New |
| Sofos Investments, Inc. | 473 | $2.48K | 0.11% | −57−10.8% | Reduced |
| Cedar Wealth Management, LLC | 6 | $2.84K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 6 | $2.84K | 0.00% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Knuff & Co LLC | 11 | $5.20K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 13 | $6.14K | 0.00% | −36−73.5% | Reduced |
| Longfellow Investment Management Co LLC | 14 | $6.62K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 15 | $7.00K | 0.00% | +15 | New |
| Truvestments Capital LLC | 16 | $7.56K | 0.00% | −6−27.3% | Reduced |
| PayPay Securities Corp | 17 | $8.03K | 0.54% | −12−41.4% | Reduced |
| Kathleen S. Wright Associates Inc. | 17 | $8.03K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 17 | $8.04K | 0.01% | −6−26.1% | Reduced |
| Goodman Advisory Group, LLC | 18 | $8.51K | 0.00% | −26−59.1% | Reduced |
| Rocky Mountain Advisers, LLC | 18 | $9.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 20 | $9.45K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 21 | $9.92K | 0.01% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 24 | $11.3K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 26 | $12.3K | 0.01% | +12+85.7% | Added |
| Country Trust Bank | 27 | $12.8K | 0.00% | −95−77.9% | Reduced |
| Ranger Investment Management, L.P. | 30 | $14.2K | 0.00% | +8+36.4% | Added |
| Insight Financial Services | 33 | $15.9K | 0.06% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 34 | $16.1K | 0.01% | −596−94.6% | Reduced |
| Norwood Financial Corp | 35 | $16.5K | 0.03% | +21+150.0% | Added |
| Trust Co | 35 | $16.5K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 36 | $17.0K | 0.01% | +4+12.5% | Added |
| Carolina Wealth Advisors, LLC | 42 | $19.8K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 44 | $20.7K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 44 | $20.7K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 44 | $20.8K | 0.00% | +16+57.1% | Added |
| VitalStone Financial, LLC | 41 | $21.0K | 0.02% | −3,299−98.8% | Reduced |
| ZRC Wealth Management, LLC | 45 | $21.3K | 0.02% | +45 | New |
| Okabena Investment Services Inc | 46 | $21.7K | 0.02% | −1,647−97.3% | Reduced |
| Belmont Capital, LLC | 48 | $22.7K | 0.02% | −19−28.4% | Reduced |
| Chelsea Counsel Co | 50 | $23.6K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 51 | $24.1K | 0.02% | −46−47.4% | Reduced |
| Pflug Koory, LLC | 52 | $24.6K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 49 | $25.0K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 54 | $25.5K | 0.01% | −1−1.8% | Reduced |
| DecisionPoint Financial, LLC | 57 | $26.9K | 0.02% | −9−13.6% | Reduced |
| Knott David M Jr | 57 | $27.0K | 0.01% | 00.0% | Unchanged |
| 25 LLC | 56 | $27.6K | 0.02% | +56 | New |
| Cascade Investment Advisors, Inc. | 60 | $28.4K | 0.02% | +60 | New |
| Cranbrook Wealth Management, LLC | 60 | $28.4K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 61 | $28.8K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 65 | $30.7K | 0.04% | −56−46.3% | Reduced |
| Ayalon Holdings Ltd. | 70 | $33.0K | 0.01% | −1,440−95.4% | Reduced |
| Investors Research Corp | 71 | $33.6K | 0.01% | 00.0% | Unchanged |
| Kalos Management, Inc. | 71 | $33.6K | 0.07% | +71 | New |
| Baillie Gifford & Co | 73 | $34.5K | 0.00% | +6+9.0% | Added |
| Cary Street Partners Asset Management LLC | 73 | $34.5K | 0.01% | −80−52.3% | Reduced |
| Strategic Investment Solutions, Inc. | 74 | $35.0K | 0.01% | +74 | New |
| Rise Advisors, LLC | 76 | $35.9K | 0.03% | +4+5.6% | Added |
| Bourgeon Capital Management LLC | 76 | $35.9K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 76 | $36.0K | 0.06% | +52+216.7% | Added |
| O'Brien Wealth Partners LLC | 78 | $36.9K | 0.01% | −27−25.7% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 79 | $37.5K | 0.03% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 81 | $38.3K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 81 | $38.3K | 0.03% | +11+15.7% | Added |
| Blue Bell Private Wealth Management, LLC | 85 | $40.2K | 0.01% | +25+41.7% | Added |
| Level Financial Advisors, Inc. | 90 | $42.5K | 0.03% | −4−4.3% | Reduced |
| PFG Private Wealth Management, LLC | 91 | $43.0K | 0.03% | −3−3.2% | Reduced |
| Solstein Capital, LLC | 98 | $46.3K | 0.04% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 100 | $47.3K | 0.01% | −176−63.8% | Reduced |
| Halpern Financial, Inc. | 100 | $47.3K | 0.02% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 102 | $48.2K | 0.01% | +38+59.4% | Added |
| Bromfield Sneider Wealth Advisors | 105 | $49.6K | 0.04% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 120 | $56.8K | 0.03% | +8+7.1% | Added |
| Ogorek Anthony Joseph | 121 | $57.0K | 0.02% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 121 | $57.2K | 0.01% | +4+3.4% | Added |
| Ruedi Wealth Management, Inc. | 121 | $57.2K | 0.04% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 122 | $57.7K | 0.04% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 122 | $57.7K | 0.04% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 123 | $58.1K | 0.03% | −10−7.5% | Reduced |
| Operose Advisors LLC | 124 | $58.6K | 0.03% | 00.0% | Unchanged |
| West Oak Capital, LLC | 125 | $59.1K | 0.03% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 94 | $60.0K | 0.03% | +59+168.6% | Added |
| Chesapeake Asset Management LLC | 127 | $60.3K | 0.06% | +127 | New |
| Guardian Wealth Management, Inc. | 128 | $60.3K | 0.06% | +1+0.8% | Added |
| Baldrige Asset Management LLC | 130 | $61.0K | 0.03% | +5+4.0% | Added |
| Nalls Sherbakoff Group, LLC | 130 | $61.1K | 0.06% | +130 | New |
| Johnson Midwest Financial, LLC | 133 | $63.0K | 0.09% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 135 | $63.8K | 0.05% | −31−18.7% | Reduced |
| Dudley Capital Management, LLC | 137 | $64.7K | 0.05% | 00.0% | Unchanged |
| Headlands Technologies LLC | 142 | $67.1K | 0.04% | −2,520−94.7% | Reduced |
| Ridgewood Investments LLC | 144 | $68.2K | 0.04% | +144 | New |
| Roble, Belko & Company, Inc | 146 | $69.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 146 | $69.0K | 0.03% | 00.0% | Unchanged |
| Accel Wealth Management | 149 | $70.2K | 0.03% | +3+2.1% | Added |
| Mendota Financial Group, LLC | 142 | $72.4K | 0.07% | 00.0% | Unchanged |
| Gleason Group, Inc. | 156 | $73.5K | 0.02% | +1+0.6% | Added |
| Pacific Center for Financial Services | 162 | $76.6K | 0.03% | +162 | New |
| Coston, McIsaac & Partners | 163 | $77.0K | 0.03% | −10−5.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 165 | $78.0K | 0.03% | 00.0% | Unchanged |
| PSI Advisors, LLC | 166 | $78.3K | 0.04% | +50+43.1% | Added |
| Slocum, Gordon & Co LLP | 168 | $79.4K | 0.07% | 00.0% | Unchanged |
