| Dogwood Wealth Management LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1 | $116 | 0.00% | +1 | New |
| Householder Group Estate & Retirement Specialist, LLC | 2 | $231 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2 | $231 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 3 | $346 | 0.00% | −1−25.0% | Reduced |
| Aspect Partners, LLC | 3 | $346 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 5 | $577 | 0.00% | +5 | New |
| Tfo-TDC, LLC | 6 | $692 | 0.00% | −7−53.8% | Reduced |
| TCTC Holdings, LLC | 6 | $692 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 6 | $692 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 9 | $1.04K | 0.00% | +9 | New |
| GoalVest Advisory LLC | 9 | $1.04K | 0.00% | +9 | New |
| Hartford Financial Management Inc. | 9 | $1.04K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 10 | $1.15K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $1.15K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 10 | $1.15K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 10 | $1.15K | 0.00% | +10 | New |
| O'Brien Wealth Partners LLC | 10 | $1.15K | 0.00% | +10 | New |
| NVWM, LLC | 10 | $1.16K | 0.00% | +10 | New |
| Geneos Wealth Management Inc. | 12 | $1.38K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 12 | $1.38K | 0.00% | +12 | New |
| Delta Asset Management LLC | 13 | $1.50K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 14 | $1.61K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 15 | $1.73K | 0.00% | +5+50.0% | Added |
| Frank, Rimerman Advisors LLC | 18 | $2.08K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 19 | $2.19K | 0.00% | −3−13.6% | Reduced |
| Jamison Private Wealth Management, Inc. | 20 | $2.31K | 0.00% | +20 | New |
| LRI Investments, LLC | 22 | $2.54K | 0.00% | +22 | New |
| North Star Investment Management Corp. | 24 | $2.77K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 26 | $3.04K | 0.00% | +9+52.9% | Added |
| Westside Investment Management, Inc. | 30 | $3.42K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 32 | $3.69K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 34 | $3.92K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 36 | $4.15K | 0.00% | +36 | New |
| DiNuzzo Private Wealth, Inc. | 37 | $4.27K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 37 | $4.27K | 0.00% | +3+8.8% | Added |
| Gradient Investments LLC | 38 | $4.38K | 0.00% | −6−13.6% | Reduced |
| Riggs Asset Managment Co. Inc. | 38 | $4.38K | 0.00% | +38 | New |
| Cornerstone Planning Group LLC | 39 | $4.78K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 48 | $5.00K | 0.00% | −2,719−98.3% | Reduced |
| Redmont Wealth Advisors LLC | 44 | $5.08K | 0.01% | +44 | New |
| Tacita Capital Inc | 45 | $5.19K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 46 | $5.31K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 46 | $5.31K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 47 | $5.42K | 0.00% | −2−4.1% | Reduced |
| Trifecta Capital Advisors, LLC | 48 | $5.54K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 48 | $5.54K | 0.00% | +48 | New |
| Financial Avengers, Inc. | 51 | $5.82K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 55 | $6.34K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 55 | $6.38K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 56 | $6.46K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 58 | $6.69K | 0.00% | −467−89.0% | Reduced |
| Bangor Savings Bank | 58 | $6.69K | 0.00% | −10−14.7% | Reduced |
| FSA Wealth Management LLC | 58 | $6.69K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 59 | $6.81K | 0.00% | +53+883.3% | Added |
| Tucker Asset Management LLC | 60 | $6.92K | 0.00% | +60 | New |
| Financial Management Professionals, Inc. | 64 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 60 | $7.00K | 0.01% | +60 | New |
| Rocky Mountain Advisers, LLC | 64 | $7.38K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 66 | $7.61K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 66 | $7.61K | 0.00% | +66 | New |
| SRS Capital Advisors, Inc. | 69 | $7.96K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 69 | $7.98K | 0.01% | +8+13.1% | Added |
| Gilliland Jeter Wealth Management LLC | 70 | $8.07K | 0.00% | +70 | New |
| Plato Investment Management Ltd | 73 | $8.42K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 74 | $8.55K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 75 | $8.65K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 82 | $9.46K | 0.00% | −3−3.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 86 | $9.92K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 95 | $10.8K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 98 | $11.3K | 0.00% | +3+3.2% | Added |
| Atticus Wealth Management, LLC | 100 | $11.5K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 102 | $11.8K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $12.0K | 0.00% | +14+16.3% | Added |
| Versant Capital Management, Inc | 108 | $12.5K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 111 | $12.8K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 112 | $12.9K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 115 | $13.3K | 0.00% | +79+219.4% | Added |
| Laurel Wealth Advisors LLC | 116 | $13.4K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 118 | $13.6K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 122 | $14.1K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 132 | $15.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 134 | $15.5K | 0.00% | +134 | New |
| WR Wealth Planners, LLC | 140 | $16.1K | 0.01% | +140 | New |
| Salem Investment Counselors Inc | 140 | $16.2K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 146 | $16.8K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 135 | $17.2K | 0.00% | +135 | New |
| Red Tortoise LLC | 150 | $17.3K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 155 | $17.9K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 160 | $18.5K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 190 | $18.9K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 165 | $19.0K | 0.00% | +94+132.4% | Added |
| Raleigh Capital Management Inc. | 165 | $19.0K | 0.01% | +107+184.5% | Added |
| Beacon Capital Management, LLC | 170 | $19.6K | 0.00% | +170 | New |
| Magellan Asset Management Ltd | 175 | $20.2K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 178 | $20.5K | 0.00% | +1+0.6% | Added |
| Hexagon Capital Partners LLC | 180 | $20.8K | 0.00% | +124+221.4% | Added |
| New England Capital Financial Advisors LLC | 188 | $21.7K | 0.01% | +1+0.5% | Added |
| JFS Wealth Advisors, LLC | 191 | $22.0K | 0.00% | +1+0.5% | Added |