| Carolinas Wealth Consulting LLC | 225 | $17.7K | 0.00% | −27−10.7% | Reduced |
| Toth Financial Advisory Corp | 225 | $17.4K | 0.00% | −100−30.8% | Reduced |
| Evermay Wealth Management LLC | 219 | $17.2K | 0.00% | −45−17.0% | Reduced |
| Provenance Wealth Advisors, LLC | 221 | $17.1K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 217 | $16.8K | 0.00% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 214 | $16.6K | 0.00% | +214 | New |
| Tyler-Stone Wealth Management | 212 | $16.4K | 0.01% | +100+89.3% | Added |
| Smartleaf Asset Management LLC | 210 | $16.2K | 0.00% | +210 | New |
| Bruce G. Allen Investments, LLC | 207 | $16.0K | 0.01% | +207 | New |
| M&R Capital Management Inc | 200 | $15.5K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 200 | $15.5K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 200 | $15.5K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 200 | $15.5K | 0.00% | +200 | New |
| Ables, Iannone, Moore & Associates, Inc. | 200 | $15.5K | 0.01% | +200 | New |
| Turim 21 Investimentos Ltda. | 190 | $14.7K | 0.00% | −1,829−90.6% | Reduced |
| Richardson Financial Services Inc. | 185 | $14.3K | 0.01% | +185 | New |
| Colonial Trust Advisors | 183 | $14.2K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 185 | $14.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 178 | $13.8K | 0.00% | +2+1.1% | Added |
| REAP Financial Group, LLC | 171 | $13.3K | 0.00% | +171 | New |
| Bartlett & Co. LLC | 160 | $13.0K | 0.00% | +130+433.3% | Added |
| Addison Advisors LLC | 165 | $12.8K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 165 | $12.8K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 163 | $12.6K | 0.01% | +163 | New |
| Bartlett & Co. Wealth Management LLC | 160 | $12.5K | 0.00% | +130+433.3% | Added |
| Rise Advisors, LLC | 153 | $11.9K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 135 | $11.7K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 150 | $11.6K | 0.00% | −175−53.8% | Reduced |
| Atticus Wealth Management, LLC | 150 | $11.6K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 150 | $11.6K | 0.00% | +150 | New |
| Atlantic Edge Private Wealth Management, LLC | 150 | $11.6K | 0.00% | +150 | New |
| Strengthening Families & Communities, LLC | 149 | $11.5K | 0.01% | −30−16.8% | Reduced |
| Center for Financial Planning, Inc. | 142 | $11.0K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 136 | $11.0K | 0.01% | +136 | New |
| Vima LLC | 138 | $10.7K | 0.02% | +138 | New |
| CNB Bank | 137 | $10.6K | 0.01% | +137 | New |
| Washington Trust Co | 135 | $10.5K | 0.00% | −24−15.1% | Reduced |
| Parkside Financial Bank & Trust | 134 | $10.4K | 0.00% | −103−43.5% | Reduced |
| RFP Financial Group LLC | 130 | $10.1K | 0.00% | −28−17.7% | Reduced |
| Barrett & Company, Inc. | 129 | $10.0K | 0.01% | −26−16.8% | Reduced |
| Nordwand Advisors, LLC | 120 | $9.30K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 117 | $9.07K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 127 | $9.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 127 | $9.00K | 0.00% | +6+5.0% | Added |
| SRS Capital Advisors, Inc. | 115 | $8.91K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 115 | $8.91K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 109 | $8.56K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 110 | $8.53K | 0.00% | +110 | New |
| JDM Financial Group LLC | 110 | $8.53K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 101 | $7.83K | 0.01% | −203−66.8% | Reduced |
| Pittenger & Anderson Inc | 100 | $7.75K | 0.00% | −25,395−99.6% | Reduced |
| Thompson Investment Management, Inc. | 100 | $7.75K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 100 | $7.75K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 100 | $7.75K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 100 | $7.75K | 0.00% | +79+376.2% | Added |
| Godsey & Gibb Associates | 100 | $7.75K | 0.00% | +100 | New |
| Avalon Trust Co | 100 | $7.75K | 0.00% | +100 | New |
| Able Wealth Management LLC | 100 | $7.75K | 0.01% | +100 | New |
| Oakworth Capital, Inc. | 99 | $7.67K | 0.00% | +35+54.7% | Added |
| Founders Capital Management | 98 | $7.60K | 0.01% | 00.0% | Unchanged |
| American National Bank | 97 | $7.52K | 0.00% | +97 | New |
| Baillie Gifford & Co | 94 | $7.29K | 0.00% | +26+38.2% | Added |
| Whittier Trust Co of Nevada Inc | 94 | $7.28K | 0.00% | −1−1.1% | Reduced |
| Indiana Trust & Investment Management CO | 93 | $7.21K | 0.00% | 00.0% | Unchanged |
| Natixis | 92 | $7.13K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 100 | $7.00K | 0.00% | +100 | New |
| Cedar Wealth Management, LLC | 90 | $6.98K | 0.00% | −126−58.3% | Reduced |
| Mechanics Financial Corp | 85 | $6.59K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 84 | $6.51K | 0.01% | +84 | New |
| Salomon & Ludwin, LLC | 75 | $6.51K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 83 | $6.43K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 82 | $6.36K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 82 | $6.36K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 79 | $6.12K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 73 | $6.00K | 0.00% | −160−68.7% | Reduced |
| Capital Advisors, Ltd. LLC | 75 | $6.00K | 0.00% | −83−52.5% | Reduced |
| Ameliora Wealth Management Ltd. | 75 | $5.81K | 0.00% | −80−51.6% | Reduced |
| Islay Capital Management, LLC | 75 | $5.81K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 75 | $5.81K | 0.01% | +75 | New |
| BKM Wealth Management, LLC | 75 | $5.81K | 0.00% | +75 | New |
| Gs Investments, Inc. | 70 | $5.43K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 70 | $5.43K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 69 | $5.35K | 0.00% | −5−6.8% | Reduced |
| Castleview Partners, LLC | 66 | $5.12K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 65 | $5.04K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 62 | $4.81K | 0.00% | +12+24.0% | Added |
| St Germain D J Co Inc | 60 | $4.65K | 0.00% | −400−87.0% | Reduced |
| Pacifica Partners Inc. | 62 | $4.49K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 55 | $4.26K | 0.00% | −10−15.4% | Reduced |
| Spectrum Wealth Counsel, LLC | 55 | $4.26K | 0.00% | +55 | New |
| Fortis Group Advisors, LLC | 54 | $4.19K | 0.00% | +27+100.0% | Added |
| Voisard Asset Management Group, Inc. | 51 | $3.95K | 0.00% | +51 | New |
| Tortoise Investment Management, LLC | 50 | $3.88K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 50 | $3.88K | 0.00% | +50 | New |
| Clear Point Advisors Inc. | 50 | $3.88K | 0.00% | +50 | New |
| Raffa Wealth Management, LLC | 48 | $3.72K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 48 | $3.65K | 0.00% | – | – |
| Nemes Rush Group LLC | 47 | $3.64K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 46 | $3.61K | 0.00% | −45−49.5% | Reduced |