| Summit Wealth Group, LLC | 202,289 | $2 | 0.05% | +200,250+9,821.0% | Added |
| First Command Advisory Services, Inc. | 7 | $694 | 0.00% | −40−85.1% | Reduced |
| Solstein Capital, LLC | 10 | $992 | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 10 | $1.00K | 0.00% | +10 | New |
| Institutional & Family Asset Management, LLC | 12 | $1.19K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $1.29K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 13 | $1.29K | 0.00% | +13 | New |
| Tfo-TDC, LLC | 16 | $1.59K | 0.00% | +12+300.0% | Added |
| Grey Fox Wealth Advisors, LLC | 16 | $1.60K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 22 | $2.18K | 0.00% | +22 | New |
| Missouri Trust & Investment Co | 30 | $2.98K | 0.00% | +30 | New |
| Tradewinds Capital Management, LLC | 35 | $3.47K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 37 | $3.67K | 0.00% | −68−64.8% | Reduced |
| Johnson Midwest Financial, LLC | 38 | $3.77K | 0.01% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 40 | $3.97K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 43 | $4.27K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 47 | $4.62K | 0.00% | +47 | New |
| TD Capital Management LLC | 48 | $4.81K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 50 | $4.96K | 0.00% | +50 | New |
| Financial Connections Group, Inc. | 60 | $5.00K | 0.00% | −230−79.3% | Reduced |
| Pacific Center for Financial Services | 51 | $5.06K | 0.00% | +51 | New |
| Manchester Capital Management LLC | 53 | $5.26K | 0.00% | −30−36.1% | Reduced |
| Carmel Capital Partners, LLC | 54 | $5.36K | 0.00% | +54 | New |
| Silicon Valley Capital Partners | 58 | $5.75K | 0.00% | +1+1.8% | Added |
| Miller Wealth Advisors, LLC | 100 | $6.00K | 0.09% | −921−90.2% | Reduced |
| Penserra Capital Management LLC | 66 | $6.00K | 0.00% | −2−2.9% | Reduced |
| Mendota Financial Group, LLC | 63 | $6.29K | 0.01% | −1−1.6% | Reduced |
| Sofos Investments, Inc. | 99 | $6.82K | 0.30% | −19−16.1% | Reduced |
| Emfo, LLC | 75 | $7.44K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 77 | $7.64K | 0.00% | −175−69.4% | Reduced |
| SOA Wealth Advisors, LLC. | 81 | $8.04K | 0.00% | +81 | New |
| Mach-1 Financial Group, Inc. | 853 | $8.51K | 0.05% | −15,525−94.8% | Reduced |
| Activest Wealth Management | 87 | $8.68K | 0.01% | −209−70.6% | Reduced |
| Maryland Capital Advisors Inc. | 92 | $9.13K | 0.01% | 00.0% | Unchanged |
| Belmont Capital, LLC | 93 | $9.23K | 0.01% | +93 | New |
| Proffitt & Goodson Inc | 94 | $9.33K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 95 | $9.43K | 0.01% | +95 | New |
| HighMark Wealth Management LLC | 96 | $9.52K | 0.01% | +10+11.6% | Added |
| Lowe Wealth Advisors, LLC | 100 | $9.92K | 0.01% | −17−14.5% | Reduced |
| Red Tortoise LLC | 102 | $10.1K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 102 | $10.1K | 0.01% | +24+30.8% | Added |
| Bellevue Asset Management, LLC | 103 | $10.2K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 104 | $10.3K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 100 | $10.3K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 105 | $10.4K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 109 | $10.8K | 0.00% | +109 | New |
| Stone House Investment Management, LLC | 110 | $11.0K | 0.00% | +110 | New |
| Knott David M Jr | 113 | $11.0K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 151 | $11.3K | 0.01% | −3,074−95.3% | Reduced |
| Stuart Chaussee & Associates, Inc. | 114 | $11.3K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 119 | $11.8K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 123 | $12.2K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 124 | $12.3K | 0.02% | 00.0% | Unchanged |
| Financial Freedom, LLC | 125 | $12.4K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 126 | $12.5K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 129 | $12.8K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 132 | $13.1K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 134 | $13.3K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 138 | $13.7K | 0.01% | +138 | New |
| Tilia Fiduciary Partners, Inc. | 140 | $13.9K | 0.01% | +1+0.7% | Added |
| Washington Trust Advisors, Inc. | 142 | $14.1K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 143 | $14.2K | 0.00% | +29+25.4% | Added |
| NVWM, LLC | 143 | $14.3K | 0.00% | −7,711−98.2% | Reduced |
| Kozak & Associates, Inc. | 147 | $14.6K | 0.01% | −105−41.7% | Reduced |
| Delos Wealth Advisors, LLC | 147 | $14.6K | 0.02% | −150−50.5% | Reduced |
| Atlantic Trust, LLC | 150 | $14.9K | 0.00% | −627−80.7% | Reduced |
| Core Wealth Advisors, Inc. | 150 | $14.9K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 150 | $14.9K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 156 | $15.5K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 159 | $15.8K | 0.00% | −84−34.6% | Reduced |
| Albion Financial Group | 159 | $15.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 157 | $16.0K | 0.00% | −837−84.2% | Reduced |
| Avalon Trust Co | 165 | $16.4K | 0.00% | +165 | New |
| Capstone Investment Advisors, LLC | 168 | $16.7K | 0.00% | +168 | New |
| Paladin Advisory Group, LLC | 169 | $16.8K | 0.01% | +169 | New |
| Clean Yield Group | 180 | $17.9K | 0.01% | −165−47.8% | Reduced |
| Live Oak Investment Partners | – | $18.2K | 0.02% | – | – |
| Rise Advisors, LLC | 187 | $18.5K | 0.01% | +97+107.8% | Added |
| Operose Advisors LLC | 190 | $18.9K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 190 | $18.9K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 191 | $18.9K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 191 | $18.9K | 0.01% | −2−1.0% | Reduced |
| GeoWealth Management, LLC | 201 | $19.0K | 0.00% | −674−77.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 200 | $19.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 195 | $19.3K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 200 | $19.8K | 0.01% | −50−20.0% | Reduced |
| Cornerstone Management, Inc. | 200 | $19.8K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 202 | $20.0K | 0.01% | −28−12.2% | Reduced |
| Syverson Strege & Co | 206 | $20.4K | 0.01% | −1,114−84.4% | Reduced |
| Rock Creek Group, LP | 207 | $20.5K | 0.00% | +207 | New |
| Kenfarb & Co. | 208 | $20.6K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 209 | $20.7K | 0.00% | +143+216.7% | Added |
| Ironwood Wealth Management, Inc. | 200 | $21.3K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 227 | $22.5K | 0.02% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 230 | $22.8K | 0.04% | +230 | New |
| IMA Wealth, Inc. | 234 | $23.2K | 0.01% | +46+24.5% | Added |
| Central Bank & Trust Co | 237 | $23.5K | 0.00% | +137+137.0% | Added |
| Cary Street Partners Asset Management LLC | 239 | $23.7K | 0.00% | 00.0% | Unchanged |
