| Summit Wealth Group, LLC | 28,004 | $0 | 0.00% | +28,004 | New |
| WestEnd Advisors, LLC | – | $500 | 0.00% | – | – |
| USA Financial Portformulas Corp | 1 | $500 | 0.00% | +1 | New |
| Delos Wealth Advisors, LLC | 1 | $501 | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 2 | $1.00K | 0.00% | −1−33.3% | Reduced |
| NewSquare Capital LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2 | $1.00K | 0.00% | +2 | New |
| True Wealth Design, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 2 | $1.00K | 0.00% | +2 | New |
| Washington Trust Co | 3 | $1.50K | 0.00% | −1−25.0% | Reduced |
| Longfellow Investment Management Co LLC | 3 | $1.50K | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 3 | $1.50K | 0.00% | +3 | New |
| MCF Advisors LLC | 3 | $1.50K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 5 | $2.50K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 5 | $2.50K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 5 | $2.50K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 5 | $2.50K | 0.00% | +5 | New |
| Ahrens Investment Partners LLC | 5 | $2.50K | 0.00% | +5 | New |
| Lee Financial Co | 5 | $2.50K | 0.00% | −1−16.7% | Reduced |
| Trifecta Capital Advisors, LLC | 5 | $2.50K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 5 | $2.50K | 0.00% | +5 | New |
| Sofos Investments, Inc. | 500 | $2.82K | 0.12% | +92+22.5% | Added |
| VitalStone Financial, LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 6 | $3.00K | 0.00% | +6 | New |
| Hartford Financial Management Inc. | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 7 | $3.50K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 8 | $4.00K | 0.00% | −1−11.1% | Reduced |
| Disciplined Investments, LLC | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $4.49K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 9 | $4.50K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $5.00K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 10 | $5.00K | 0.00% | +10 | New |
| New England Capital Financial Advisors LLC | 11 | $5.50K | 0.00% | +11 | New |
| JJJ Advisors Inc. | 12 | $5.79K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $5.98K | 0.00% | +2+20.0% | Added |
| Avion Wealth | 17 | $6.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 14 | $7.00K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 14 | $7.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $7.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 15 | $7.50K | 0.00% | +15 | New |
| Thompson Siegel & Walmsley LLC | 15 | $8.00K | 0.00% | −3−16.7% | Reduced |
| BDO Wealth Advisors, LLC | 16 | $8.00K | 0.00% | +16 | New |
| IAG Wealth Partners, LLC | 17 | $8.50K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 17 | $9.00K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 18 | $9.00K | 0.00% | +18 | New |
| IMA Wealth, Inc. | 19 | $9.50K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 20 | $10.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 20 | $10.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 20 | $10.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 21 | $10.5K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 21 | $10.5K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 21 | $10.5K | 0.01% | +4+23.5% | Added |
| Laurel Wealth Advisors LLC | 22 | $11.0K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 23 | $11.5K | 0.00% | −1−4.2% | Reduced |
| Core Alternative Capital | 23 | $11.5K | 0.00% | +3+15.0% | Added |
| Clear Investment Research, LLC | 25 | $12.5K | 0.02% | 00.0% | Unchanged |
| Steward Financial Group LLC | 26 | $13.0K | 0.00% | +16+160.0% | Added |
| Investment Research & Advisory Group, Inc. | 27 | $13.5K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 27 | $14.0K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 29 | $14.5K | 0.00% | +8+38.1% | Added |
| JFS Wealth Advisors, LLC | 29 | $14.5K | 0.00% | +3+11.5% | Added |
| Boyd Watterson Asset Management LLC | 30 | $15.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 31 | $15.5K | 0.00% | −2−6.1% | Reduced |
| Grove Bank & Trust | 32 | $16.0K | 0.00% | +27+540.0% | Added |
| Armstrong Advisory Group, Inc | 34 | $17.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 35 | $17.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 35 | $17.5K | 0.00% | −60−63.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 35 | $17.5K | 0.01% | +10+40.0% | Added |
| AdvisorNet Financial, Inc | 38 | $19.0K | 0.00% | +2+5.6% | Added |
| Sutton Wealth Advisors Inc. | 39 | $19.5K | 0.01% | −1,051−96.4% | Reduced |
| Creative Financial Designs Inc | 39 | $19.5K | 0.00% | +21+116.7% | Added |
| Covestor Ltd | 39 | $20.0K | 0.02% | −14−26.4% | Reduced |
| Wolff Wiese Magana LLC | 41 | $20.5K | 0.02% | +5+13.9% | Added |
| Capstone Investment Advisors, LLC | 44 | $22.0K | 0.00% | +44 | New |
| Abound Wealth Management | 46 | $23.0K | 0.01% | +39+557.1% | Added |
| Earnest Partners LLC | 47 | $23.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 48 | $24.0K | 0.01% | +4+9.1% | Added |
| Catalyst Capital Advisors LLC | 50 | $25.0K | 0.00% | −15−23.1% | Reduced |
| Avalon Trust Co | 50 | $25.0K | 0.00% | +50 | New |
| Resurgent Financial Advisors LLC | 51 | $25.5K | 0.02% | −25−32.9% | Reduced |
| Bell Investment Advisors, Inc | 52 | $26.0K | 0.01% | −7−11.9% | Reduced |
| MV Capital Management, Inc. | 53 | $26.5K | 0.00% | +10+23.3% | Added |
| Ridgewood Investments LLC | 55 | $27.7K | 0.02% | +55 | New |
| Farmers & Merchants Investments Inc | 60 | $30.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 60 | $30.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 62 | $30.4K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 63 | $31.5K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 65 | $32.5K | 0.02% | +65 | New |
| Pacifica Partners Inc. | 71 | $33.4K | 0.02% | +71 | New |
| Castleview Partners, LLC | 69 | $34.5K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 73 | $36.5K | 0.00% | −19−20.7% | Reduced |
| Ameritas Advisory Services, LLC | 75 | $37.7K | 0.00% | +75 | New |
| Strategic Investment Solutions, Inc. | 76 | $38.0K | 0.01% | +76 | New |