| Summit Wealth Group, LLC | 209,109 | $1 | 0.02% | +209,109 | New |
| JGP Global Gestao de Recursos Ltda. | 64,136 | $64 | 0.00% | +64,136 | New |
| Sofos Investments, Inc. | 335 | $363 | 0.02% | +128+61.8% | Added |
| Richard W. Paul & Associates, LLC | 5 | $1.01K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 7 | $1.42K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 8 | $1.61K | 0.00% | +8 | New |
| MBM Wealth Consultants, LLC | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 11 | $2.21K | 0.15% | −6−35.3% | Reduced |
| PSI Advisors, LLC | 12 | $2.42K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 14 | $2.82K | 0.00% | +14 | New |
| Cowen Prime Advisors LLC | 17 | $3.00K | 0.00% | +17 | New |
| Country Trust Bank | 15 | $3.02K | 0.00% | −4−21.1% | Reduced |
| Ridgewood Investments LLC | 15 | $3.02K | 0.00% | +15 | New |
| Brown, Lisle/Cummings, Inc. | 17 | $3.42K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 17 | $3.42K | 0.00% | +3+21.4% | Added |
| Aspire Private Capital, LLC | 18 | $3.58K | 0.00% | −70−79.5% | Reduced |
| JDM Financial Group LLC | 18 | $3.62K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 19 | $3.82K | 0.00% | −12−38.7% | Reduced |
| Front Row Advisors LLC | 20 | $4.00K | 0.00% | −43−68.3% | Reduced |
| Horizons Wealth Management | 23 | $4.63K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 27 | $5.43K | 0.00% | +27 | New |
| Iron Horse Wealth Management, LLC | 31 | $6.24K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 34 | $6.90K | 0.00% | +24+240.0% | Added |
| PrairieView Partners, LLC | 37 | $7.00K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 35 | $7.04K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 37 | $7.45K | 0.00% | +2+5.7% | Added |
| Bourgeon Capital Management LLC | 38 | $7.65K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 39 | $7.85K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 39 | $8.00K | 0.00% | +26+200.0% | Added |
| SJS Investment Consulting Inc. | 43 | $8.56K | 0.00% | −10−18.9% | Reduced |
| Ten Capital Wealth Advisors, LLC | 43 | $8.65K | 0.00% | −139−76.4% | Reduced |
| Legend Financial Advisors, Inc. | 50 | $10.1K | 0.01% | −55−52.4% | Reduced |
| Hallmark Capital Management Inc | 50 | $10.1K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 50 | $10.1K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 52 | $10.5K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 52 | $10.5K | 0.01% | +39+300.0% | Added |
| USA Financial Portformulas Corp | 56 | $11.3K | 0.02% | +56 | New |
| Your Advocates Ltd., LLP | 60 | $12.1K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 68 | $13.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 72 | $14.5K | 0.01% | +1+1.4% | Added |
| Chilton Capital Management LLC | 72 | $14.5K | 0.00% | +72 | New |
| Belmont Capital, LLC | 74 | $14.9K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 74 | $14.9K | 0.00% | 00.0% | Unchanged |
| Lipe & Dalton | 75 | $15.0K | 0.01% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $15.1K | 0.00% | – | – |
| Tradewinds Capital Management, LLC | 75 | $15.1K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 75 | $15.1K | 0.02% | +75 | New |
| Kozak & Associates, Inc. | 75 | $15.2K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 76 | $15.2K | 0.02% | +1+1.3% | Added |
| Founders Capital Management | 81 | $16.0K | 0.01% | −440−84.5% | Reduced |
| Grey Fox Wealth Advisors, LLC | 90 | $18.0K | 0.01% | +44+95.7% | Added |
| Ritter Daniher Financial Advisory LLC | 90 | $18.1K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 90 | $18.2K | 0.01% | +37+69.8% | Added |
| Orion Capital Management LLC | 91 | $18.3K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 91 | $18.3K | 0.00% | +91 | New |
| Bell Investment Advisors, Inc | 92 | $18.5K | 0.00% | −17−15.6% | Reduced |
| FinTrust Capital Advisors, LLC | 90 | $18.6K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 99 | $19.9K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 100 | $20.1K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 100 | $20.1K | 0.03% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $20.1K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 100 | $20.1K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 110 | $22.1K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 119 | $23.0K | 0.02% | +1+0.8% | Added |
| Buck Wealth Strategies, LLC | 115 | $23.2K | 0.01% | +115 | New |
| Operose Advisors LLC | 119 | $24.0K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 120 | $24.0K | 0.02% | +100+500.0% | Added |
| Delos Wealth Advisors, LLC | 121 | $24.4K | 0.03% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 123 | $24.8K | 0.02% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 129 | $26.0K | 0.01% | +25+24.0% | Added |
| NewSquare Capital LLC | 130 | $26.2K | 0.00% | +70+116.7% | Added |
| JJJ Advisors Inc. | 136 | $27.0K | 0.01% | −2−1.4% | Reduced |
| Avondale Wealth Management | 144 | $29.0K | 0.03% | 00.0% | Unchanged |
| First National Bank of South Miami | 149 | $30.0K | 0.02% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 125 | $30.0K | 0.44% | +65+108.3% | Added |
| Harvest Group Wealth Management, LLC | 150 | $30.2K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 155 | $31.0K | 0.01% | +72+86.7% | Added |
| Norwood Financial Corp | 156 | $31.4K | 0.05% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 156 | $31.4K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 159 | $32.0K | 0.02% | +159 | New |
| Northwest Investment Counselors, LLC | 162 | $32.6K | 0.01% | 00.0% | Unchanged |
| Sturgeon Ventures LLP | 170 | $34.2K | 0.05% | +170 | New |
| Lansing Street Advisors | 171 | $34.4K | 0.02% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 178 | $35.8K | 0.02% | 00.0% | Unchanged |
| Oakmont Corp | 180 | $36.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 184 | $37.0K | 0.03% | −387−67.8% | Reduced |
| SRS Capital Advisors, Inc. | 188 | $37.7K | 0.00% | −23−10.9% | Reduced |
| Syverson Strege & Co | 191 | $38.5K | 0.02% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 145 | $39.0K | 0.02% | −862−85.6% | Reduced |
| Abound Wealth Management | 198 | $39.8K | 0.02% | +36+22.2% | Added |
| IAG Wealth Partners, LLC | 200 | $40.3K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 206 | $41.4K | 0.02% | −55−21.1% | Reduced |
| Chelsea Counsel Co | 210 | $42.3K | 0.02% | 00.0% | Unchanged |
| Rational Advisors LLC | 217 | $43.7K | 0.00% | +9+4.3% | Added |
| Arcadia Investment Management Corp | 246 | $49.5K | 0.01% | −46−15.8% | Reduced |
| Raffa Wealth Management, LLC | 247 | $49.7K | 0.02% | +15+6.5% | Added |
| America First Investment Advisors, LLC | 249 | $50.1K | 0.01% | −41−14.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 253 | $51.0K | 0.03% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 260 | $52.3K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 268 | $53.0K | 0.00% | −14,103−98.1% | Reduced |