| Carolina Wealth Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 5 | $419 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 6 | $503 | 0.00% | +6 | New |
| WestEnd Advisors, LLC | 7 | $587 | 0.00% | +1+16.7% | Added |
| MCF Advisors LLC | 8 | $671 | 0.00% | −37−82.2% | Reduced |
| Adirondack Retirement Specialists, Inc. | 8 | $671 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 10 | $838 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 10 | $839 | 0.00% | +10 | New |
| Centerpoint Advisors, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Coastal Capital Group, Inc. | 16 | $1.23K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 15 | $1.26K | 0.00% | +15 | New |
| Sofos Investments, Inc. | 84 | $1.97K | 0.02% | +84 | New |
| Bay Harbor Wealth Management, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 20 | $2.00K | 0.00% | +20 | New |
| Financial Avengers, Inc. | 35 | $2.94K | 0.00% | +35 | New |
| Cornerstone Planning Group LLC | 39 | $3.02K | 0.00% | +39 | New |
| Lumature Wealth Partners, LLC | 40 | $3.35K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 45 | $3.77K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 48 | $4.04K | 0.00% | +14+41.2% | Added |
| Cribstone Capital Management, LLC | 55 | $4.61K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 65 | $5.45K | 0.00% | +15+30.0% | Added |
| Glass Jacobson Investment Advisors llc | 66 | $5.53K | 0.00% | +66 | New |
| PFG Private Wealth Management, LLC | 71 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 84 | $7.00K | 0.00% | −69−45.1% | Reduced |
| KB Financial Partners, LLC | 83 | $7.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 84 | $7.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 85 | $7.13K | 0.00% | −583−87.3% | Reduced |
| Acima Private Wealth, LLC | 86 | $7.21K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 92 | $7.71K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 100 | $8.00K | 0.01% | +100 | New |
| WR Wealth Planners, LLC | 97 | $8.13K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 98 | $8.22K | 0.00% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 100 | $8.38K | 0.01% | +100 | New |
| Richard W. Paul & Associates, LLC | 101 | $8.47K | 0.00% | +101 | New |
| West Branch Capital LLC | 107 | $9.01K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 110 | $9.22K | 0.01% | +110 | New |
| Bourgeon Capital Management LLC | 113 | $9.47K | 0.00% | +113 | New |
| My Personal CFO, LLC | 116 | $9.73K | 0.01% | +116 | New |
| Retirement Financial Solutions, LLC | 124 | $10.4K | 0.01% | +124 | New |
| Operose Advisors LLC | 128 | $10.7K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 130 | $10.9K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 130 | $10.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 133 | $11.2K | 0.01% | +1+0.8% | Added |
| Pittenger & Anderson Inc | 135 | $11.3K | 0.00% | −100−42.6% | Reduced |
| Castleview Partners, LLC | 136 | $11.4K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 140 | $12.0K | 0.00% | −115−45.1% | Reduced |
| Antonetti Capital Management LLC | 150 | $12.6K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 150 | $12.6K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 168 | $13.0K | 0.01% | +168 | New |
| Eagle Bay Advisors LLC | 163 | $13.7K | 0.01% | −15−8.4% | Reduced |
| St. Johns Investment Management Company, LLC | 163 | $13.7K | 0.01% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 178 | $14.9K | 0.00% | +178 | New |
| TD Ameritrade Investment Management, LLC | 182 | $15.0K | 0.00% | +63+52.9% | Added |
| West Paces Advisors Inc. | 183 | $15.3K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 197 | $16.5K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 200 | $16.8K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 201 | $16.9K | 0.01% | −15−6.9% | Reduced |
| SOA Wealth Advisors, LLC. | 201 | $16.9K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 200 | $17.0K | 0.00% | −191−48.8% | Reduced |
| Tower View Investment Management & Research LLC | 202 | $17.0K | 0.01% | +1+0.5% | Added |
| Horizon Bancorp Inc | 200 | $17.0K | 0.01% | +200 | New |
| Cedar Mountain Advisors, LLC | 204 | $17.1K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 204 | $17.1K | 0.00% | +148+264.3% | Added |
| MinichMacGregor Wealth Management, LLC | 205 | $17.2K | 0.01% | +205 | New |
| Private Ocean, LLC | 205 | $17.2K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 205 | $17.2K | 0.00% | −56−21.5% | Reduced |
| Country Trust Bank | 206 | $17.3K | 0.00% | −163−44.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 210 | $17.6K | 0.01% | +85+68.0% | Added |
| Kelly Financial Services LLC | 212 | $17.8K | 0.01% | +1+0.5% | Added |
| Addison Advisors LLC | 214 | $17.9K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 222 | $18.6K | 0.02% | 00.0% | Unchanged |
| NVWM, LLC | 222 | $18.6K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 226 | $19.0K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 241 | $20.0K | 0.02% | +241 | New |
| Itau Unibanco Holding S.A. | 250 | $21.0K | 0.00% | +250 | New |
| Dark Forest Capital Management LP | 250 | $21.0K | 0.01% | +250 | New |
| Marquette Asset Management, LLC | 254 | $21.3K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 262 | $22.0K | 0.00% | +245+1,441.2% | Added |
| Delta Asset Management LLC | 269 | $22.6K | 0.00% | +269 | New |
| Raleigh Capital Management Inc. | 272 | $22.8K | 0.01% | −80−22.7% | Reduced |
| Earnest Partners LLC | 274 | $23.0K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 278 | $23.3K | 0.01% | +278 | New |
| FWL Investment Management, LLC | 297 | $24.9K | 0.02% | +297 | New |
| Central Bank & Trust Co | 300 | $25.2K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 310 | $26.0K | 0.00% | +310 | New |
| Beaird Harris Wealth Management, LLC | 317 | $26.6K | 0.00% | +125+65.1% | Added |
| Washington Trust Advisors, Inc. | 320 | $26.8K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 320 | $27.0K | 0.03% | +90+39.1% | Added |
| Providence Capital Advisors, LLC | 343 | $28.8K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 344 | $28.8K | 0.01% | −51−12.9% | Reduced |
| Bell Investment Advisors, Inc | 345 | $28.9K | 0.01% | +49+16.6% | Added |
| Cyrus J. Lawrence, LLC | 350 | $29.0K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 344 | $29.0K | 0.01% | +344 | New |
| Norway Savings Bank | 350 | $29.3K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 358 | $30.0K | 0.01% | +358 | New |
| Beacon Capital Management, LLC | 373 | $31.2K | 0.01% | +89+31.3% | Added |
| Canton Hathaway, LLC | 380 | $32.0K | 0.01% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 392 | $32.8K | 0.04% | +244+164.9% | Added |
| Pflug Koory, LLC | 389 | $33.0K | 0.02% | −296−43.2% | Reduced |