| Summit Wealth Group, LLC | 42,477 | $0 | 0.00% | +42,477 | New |
| Financial Synergies Wealth Advisors, Inc. | 4 | $383 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5 | $478 | 0.00% | −39−88.6% | Reduced |
| True Wealth Design, LLC | 5 | $479 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $765 | 0.00% | – | – |
| Ahrens Investment Partners LLC | 8 | $765 | 0.00% | +8 | New |
| 25 LLC | 10 | $991 | 0.00% | +10 | New |
| Penserra Capital Management LLC | 20 | $1.00K | 0.00% | −38,634−99.9% | Reduced |
| Fortis Capital Advisors, LLC | 11 | $1.05K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 11 | $1.05K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 12 | $1.15K | 0.00% | +12 | New |
| Beacon Capital Management, LLC | 13 | $1.24K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $1.72K | 0.00% | −5−21.7% | Reduced |
| Disciplined Investments, LLC | 24 | $2.30K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 26 | $2.49K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 28 | $2.68K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 32 | $3.06K | 0.00% | +32 | New |
| St. Johns Investment Management Company, LLC | 34 | $3.25K | 0.00% | −5,826−99.4% | Reduced |
| Chesapeake Asset Management LLC | 36 | $3.46K | 0.00% | +36 | New |
| Capital Advisors, Ltd. LLC | 38 | $4.00K | 0.00% | +32+533.3% | Added |
| Knights of Columbus Asset Advisors LLC | 43 | $4.11K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 50 | $4.78K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 50 | $4.78K | 0.00% | +50 | New |
| AlphaMark Advisors, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 55 | $5.26K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 54 | $5.32K | 0.00% | −6−10.0% | Reduced |
| SRS Capital Advisors, Inc. | 57 | $5.46K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 96 | $6.26K | 0.27% | +1+1.1% | Added |
| Raffa Wealth Management, LLC | 67 | $6.41K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 67 | $6.60K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 73 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 68 | $7.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 74 | $7.08K | 0.00% | +31+72.1% | Added |
| Stephenson National Bank & Trust | 80 | $7.65K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 80 | $7.65K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 80 | $8.00K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 99 | $9.47K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 100 | $9.57K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $10.0K | 0.01% | −34−25.4% | Reduced |
| Manchester Capital Management LLC | 114 | $10.9K | 0.00% | +9+8.6% | Added |
| Financial Connections Group, Inc. | 125 | $11.0K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 113 | $11.0K | 0.00% | +11+10.8% | Added |
| RFP Financial Group LLC | 116 | $11.1K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 139 | $13.3K | 0.00% | +27+24.1% | Added |
| Tucker Asset Management LLC | 143 | $13.7K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 144 | $13.8K | 0.01% | +144 | New |
| Lee Financial Co | 147 | $14.1K | 0.00% | −5−3.3% | Reduced |
| HHM Wealth Advisors, LLC | 150 | $14.4K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 163 | $15.6K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 168 | $16.1K | 0.00% | +168 | New |
| Logan Capital Management Inc | 175 | $16.7K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 181 | $17.3K | 0.01% | +2+1.1% | Added |
| AXS Investments LLC | 181 | $17.3K | 0.01% | −10−5.2% | Reduced |
| Abound Wealth Management | 186 | $17.8K | 0.01% | +34+22.4% | Added |
| Resources Management Corp | 150 | $18.0K | 0.00% | +33+28.2% | Added |
| RE Dickinson Investment Advisors, LLC | 200 | $19.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 200 | $19.1K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 200 | $19.1K | 0.02% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 200 | $19.1K | 0.02% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 200 | $19.1K | 0.03% | 00.0% | Unchanged |
| Accel Wealth Management | 201 | $19.3K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 207 | $19.8K | 0.01% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 222 | $21.2K | 0.02% | −75−25.3% | Reduced |
| MB, Levis & Associates, LLC | 222 | $21.2K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 223 | $21.3K | 0.01% | +123+123.0% | Added |
| Zions Bancorporation, N.A. | 226 | $21.6K | 0.00% | −34−13.1% | Reduced |
| Earnest Partners LLC | 241 | $23.1K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 244 | $23.3K | 0.01% | +73+42.7% | Added |
| Carolinas Wealth Consulting LLC | 23,189 | $23.6K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 250 | $23.9K | 0.02% | −15−5.7% | Reduced |
| Ritter Daniher Financial Advisory LLC | 250 | $23.9K | 0.01% | +250 | New |
| Blackhill Capital Inc | 253 | $24.2K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 267 | $25.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 264 | $25.3K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 264 | $25.3K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 270 | $26.0K | 0.00% | −4−1.5% | Reduced |
| Retirement Group, LLC | 271 | $26.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 273 | $26.0K | 0.00% | +100+57.8% | Added |
| Colonial Trust Co | 275 | $26.3K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 294 | $28.1K | 0.00% | +294 | New |
| Versant Capital Management, Inc | 299 | $28.6K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 300 | $28.7K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 300 | $28.7K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 300 | $28.7K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 303 | $29.0K | 0.00% | −6−1.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 324 | $31.0K | 0.00% | +3+0.9% | Added |
| Adirondack Trust Co | 329 | $31.5K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 339 | $32.4K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 317 | $32.8K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 356 | $34.0K | 0.01% | +2+0.6% | Added |
| Global Trust Asset Management, LLC | 360 | $34.4K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 370 | $35.4K | 0.01% | +45+13.8% | Added |
| Costello Asset Management, INC | 380 | $36.4K | 0.04% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 380 | $36.4K | 0.00% | +1+0.3% | Added |
| FSC Wealth Advisors, LLC | 390 | $37.3K | 0.06% | 00.0% | Unchanged |
| Hollencrest Capital Management | 400 | $38.3K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 400 | $38.3K | 0.03% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 400 | $38.3K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 402 | $38.5K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 448 | $42.8K | 0.03% | +4+0.9% | Added |