| Johnson Financial Group, Inc. | 176 | $12.7K | 0.00% | −2−1.1% | Reduced |
| Tucker Asset Management LLC | 169 | $12.2K | 0.00% | +100+144.9% | Added |
| Mather Group, LLC. | 153 | $11.9K | 0.00% | +153 | New |
| Criterion Capital Advisors, LLC | 163 | $11.8K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 160 | $11.6K | 0.00% | −5−3.0% | Reduced |
| TD Private Client Wealth LLC | 155 | $11.2K | 0.00% | −62−28.6% | Reduced |
| Rise Advisors, LLC | 155 | $11.2K | 0.01% | +2+1.3% | Added |
| Winch Advisory Services, LLC | 152 | $11.0K | 0.00% | +69+83.1% | Added |
| GPS Wealth Strategies Group, LLC | 150 | $10.9K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 150 | $10.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 150 | $10.9K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 150 | $10.9K | 0.00% | +100+200.0% | Added |
| Frazier Financial Advisors, LLC | 149 | $10.8K | 0.01% | +65+77.4% | Added |
| Center for Financial Planning, Inc. | 142 | $10.3K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 140 | $10.0K | 0.00% | +140 | New |
| Washington Trust Co | 135 | $9.77K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 133 | $9.62K | 0.01% | +133 | New |
| Assetmark, Inc | 133 | $9.62K | 0.00% | −3,121−95.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 130 | $9.41K | 0.00% | −30−18.8% | Reduced |
| Barrett & Company, Inc. | 130 | $9.39K | 0.00% | +1+0.8% | Added |
| New England Capital Financial Advisors LLC | 125 | $9.06K | 0.01% | +43+52.4% | Added |
| Asset Dedication, LLC | 127 | $9.00K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 123 | $8.90K | 0.00% | −48−28.1% | Reduced |
| Nordwand Advisors, LLC | 120 | $8.68K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 117 | $8.47K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 110 | $7.96K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 108 | $7.82K | 0.01% | −99−47.8% | Reduced |
| SRS Capital Advisors, Inc. | 100 | $7.24K | 0.00% | −15−13.0% | Reduced |
| Belmont Capital, LLC | 100 | $7.24K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 100 | $7.24K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 100 | $7.24K | 0.00% | +100 | New |
| Dogwood Wealth Management LLC | 100 | $7.24K | 0.00% | +100 | New |
| Baillie Gifford & Co | 97 | $7.02K | 0.00% | +3+3.2% | Added |
| Hall Laurie J Trustee | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 93 | $6.73K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 93 | $6.73K | 0.00% | −1−1.1% | Reduced |
| Natixis | 92 | $6.66K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 85 | $6.15K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 76 | $6.00K | 0.00% | +1+1.3% | Added |
| Signature Resources Capital Management, LLC | 75 | $5.81K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 79 | $5.72K | 0.00% | −20−20.2% | Reduced |
| Lowe Wealth Advisors, LLC | 79 | $5.72K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 75 | $5.45K | 0.00% | −108−59.0% | Reduced |
| Islay Capital Management, LLC | 75 | $5.43K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 75 | $5.43K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 75 | $5.43K | 0.00% | +75 | New |
| Castleview Partners, LLC | 71 | $5.14K | 0.00% | +5+7.6% | Added |
| West Branch Capital LLC | 70 | $5.07K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 70 | $5.07K | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 66 | $4.78K | 0.00% | +66 | New |
| Jamison Private Wealth Management, Inc. | 65 | $4.70K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 55 | $4.37K | 0.00% | +55 | New |
| Rothschild Investment LLC | 60 | $4.34K | 0.00% | −7,612−99.2% | Reduced |
| South State Corp. | 60 | $4.34K | 0.00% | −2−3.2% | Reduced |
| St Germain D J Co Inc | 60 | $4.34K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 60 | $4.34K | 0.00% | +28+87.5% | Added |
| Stone House Investment Management, LLC | 57 | $4.13K | 0.00% | −108−65.5% | Reduced |
| Cornerstone Planning Group LLC | 50 | $4.07K | 0.00% | +9+22.0% | Added |
| Private Wealth Management Group, LLC | 50 | $3.62K | 0.00% | −60−54.5% | Reduced |
| Tortoise Investment Management, LLC | 50 | $3.62K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 50 | $3.62K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 49 | $3.55K | 0.00% | +10+25.6% | Added |
| Vima LLC | 1,048 | $3.53K | 0.00% | +910+659.4% | Added |
| Raffa Wealth Management, LLC | 48 | $3.47K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 48 | $3.47K | 0.00% | +10+26.3% | Added |
| Sachetta, LLC | 44 | $3.41K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 47 | $3.40K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 48 | $3.00K | 0.00% | −25−34.2% | Reduced |
| Highline Wealth Partners LLC | 40 | $2.89K | 0.00% | +35+700.0% | Added |
| Abound Wealth Management | 37 | $2.68K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 35 | $2.53K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 35 | $2.53K | 0.00% | +35 | New |
| Riggs Asset Managment Co. Inc. | 31 | $2.24K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 30 | $2.20K | 0.00% | −100−76.9% | Reduced |
| Hartford Financial Management Inc. | 30 | $2.17K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 30 | $2.17K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 29 | $2.10K | 0.00% | +29 | New |
| Country Trust Bank | 28 | $2.03K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 28 | $2.03K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 30 | $2.00K | 0.00% | +30 | New |
| Fortis Group Advisors, LLC | 27 | $1.95K | 0.00% | −27−50.0% | Reduced |
| Northwest Capital Management Inc | 26 | $1.88K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 25 | $1.81K | 0.00% | −50−66.7% | Reduced |
| McIlrath & Eck, LLC | 25 | $1.81K | 0.00% | −9−26.5% | Reduced |
| Hollencrest Capital Management | 25 | $1.81K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 25 | $1.81K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 24 | $1.74K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 25 | $1.72K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 23 | $1.68K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 20 | $1.47K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 19 | $1.37K | 0.00% | +19 | New |
| Sanctuary Wealth Management, L.L.C. | 18 | $1.30K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 17 | $1.25K | 0.00% | +17 | New |
| Hoey Investments, Inc | 17 | $1.23K | 0.00% | +17 | New |
| Pflug Koory, LLC | 17 | $1.23K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 15 | $1.10K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 15 | $1.09K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 15 | $1.08K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 14 | $1.01K | 0.00% | 00.0% | Unchanged |
| Motco | 13 | $941 | 0.00% | 00.0% | Unchanged |
