| Summit Wealth Group, LLC | 14,980 | $0 | 0.00% | +14,980 | New |
| Sugarloaf Wealth Management, LLC | 0 | $24 | 0.00% | −192−100.0% | Reduced |
| Tucker Asset Management LLC | 1 | $166 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $166 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1 | $166 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $169 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $333 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 3 | $555 | 0.00% | +3 | New |
| Delos Wealth Advisors, LLC | 4 | $666 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 4 | $666 | 0.00% | +4 | New |
| Nalls Sherbakoff Group, LLC | 5 | $821 | 0.00% | +5 | New |
| NewSquare Capital LLC | 6 | $999 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $999 | 0.00% | – | – |
| Hexagon Capital Partners LLC | 7 | $1.17K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 8 | $1.33K | 0.00% | −51−86.4% | Reduced |
| True Wealth Design, LLC | 8 | $1.33K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 8 | $1.33K | 0.00% | +8 | New |
| Core Wealth Advisors, Inc. | 9 | $1.50K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 9 | $1.50K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 10 | $1.66K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 10 | $1.66K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 10 | $1.66K | 0.00% | +10 | New |
| Highline Wealth Partners LLC | 12 | $2.00K | 0.00% | +2+20.0% | Added |
| KB Financial Partners, LLC | 10 | $2.00K | 0.00% | −563−98.3% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 12 | $2.00K | 0.00% | −158−92.9% | Reduced |
| Winch Advisory Services, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 25 | $2.00K | 0.00% | +20+400.0% | Added |
| Bay Harbor Wealth Management, LLC | 13 | $2.16K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 14 | $2.33K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 16 | $2.66K | 0.00% | +16 | New |
| Financial Synergies Wealth Advisors, Inc. | 19 | $3.16K | 0.00% | +7+58.3% | Added |
| Buck Wealth Strategies, LLC | 20 | $3.39K | 0.00% | +20 | New |
| Blue Bell Private Wealth Management, LLC | 22 | $3.66K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 23 | $3.87K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $4.00K | 0.00% | +2+9.1% | Added |
| Penserra Capital Management LLC | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 26 | $4.24K | 0.00% | +26 | New |
| Exchange Traded Concepts, LLC | 26 | $4.33K | 0.00% | −5−16.1% | Reduced |
| Focused Wealth Management, Inc | 26 | $4.33K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 28 | $4.66K | 0.00% | +28 | New |
| PayPay Securities Corp | 29 | $4.83K | 0.32% | −9−23.7% | Reduced |
| Creative Financial Designs Inc | 31 | $5.16K | 0.00% | +25+416.7% | Added |
| Orion Capital Management LLC | 32 | $5.33K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 32 | $5.33K | 0.00% | +7+28.0% | Added |
| DecisionPoint Financial, LLC | 33 | $5.49K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 35 | $5.83K | 0.00% | +35 | New |
| Avion Wealth | 41 | $6.00K | 0.00% | +3+7.9% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 37 | $6.16K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 37 | $6.16K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 39 | $6.49K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 43 | $7.16K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 47 | $7.82K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 47 | $7.82K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 50 | $8.32K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 50 | $8.32K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 50 | $8.32K | 0.00% | +50 | New |
| Worth Asset Management, LLC | 53 | $8.82K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 53 | $8.88K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 56 | $9.32K | 0.00% | −20−26.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 56 | $9.32K | 0.01% | +56 | New |
| Schubert & Co | 57 | $9.49K | 0.01% | +28+96.6% | Added |
| Northwest Investment Counselors, LLC | 58 | $9.65K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 59 | $9.82K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 60 | $9.99K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 60 | $9.99K | 0.00% | +37+160.9% | Added |
| Grayhawk Investment Strategies Inc. | 46 | $10.0K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 62 | $10.3K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 63 | $10.5K | 0.00% | −8−11.3% | Reduced |
| Globeflex Capital L P | 63 | $10.5K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 63 | $10.5K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 65 | $10.8K | 0.00% | +65 | New |
| Front Row Advisors LLC | 68 | $11.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 65 | $11.0K | 0.00% | +8+14.0% | Added |
| Versant Capital Management, Inc | 67 | $11.1K | 0.00% | +8+13.6% | Added |
| Thompson Investment Management, Inc. | 71 | $11.8K | 0.00% | +71 | New |
| Lee Financial Co | 72 | $12.0K | 0.00% | +7+10.8% | Added |
| Pflug Koory, LLC | 73 | $12.2K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 74 | $12.3K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 74 | $12.3K | 0.00% | +53+252.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 76 | $12.6K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 77 | $12.8K | 0.01% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 84 | $14.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 88 | $14.7K | 0.01% | +38+76.0% | Added |
| Pointe Capital Management LLC | 89 | $14.8K | 0.01% | +89 | New |
| Tilia Fiduciary Partners, Inc. | 90 | $15.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 90 | $15.0K | 0.00% | +31+52.5% | Added |
| Bogart Wealth, LLC | 90 | $15.0K | 0.00% | +52+136.8% | Added |
| Aspire Private Capital, LLC | 90 | $15.0K | 0.00% | −3−3.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 91 | $15.1K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 91 | $15.3K | 0.01% | +91 | New |
| Webster Bank, N. A. | 92 | $15.3K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 94 | $15.6K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 95 | $15.8K | 0.00% | +69+265.4% | Added |
| Wolff Wiese Magana LLC | 95 | $15.8K | 0.01% | +15+18.8% | Added |
| Trivant Custom Portfolio Group, LLC | 96 | $16.0K | 0.01% | +96 | New |
| Strengthening Families & Communities, LLC | 96 | $16.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 95 | $16.0K | 0.00% | +6+6.7% | Added |
| First National Bank of South Miami | 100 | $16.6K | 0.01% | 00.0% | Unchanged |