| Kessler Investment Group, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 5 | $0 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $214 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 3 | $214 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $356 | 0.00% | −10−66.7% | Reduced |
| Robbins Farley LLC | 5 | $356 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 6 | $428 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 8 | $539 | 0.00% | +8 | New |
| True Wealth Design, LLC | 9 | $641 | 0.00% | +9 | New |
| Aspire Private Capital, LLC | 10 | $712 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10 | $741 | 0.00% | −6−37.5% | Reduced |
| Financial Perspectives, Inc | 11 | $785 | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 6 | $1.00K | 0.00% | +6 | New |
| Kelly Financial Services LLC | 14 | $1.01K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 16 | $1.14K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 16 | $1.14K | 0.00% | +16 | New |
| Carolinas Wealth Consulting LLC | 18 | $1.28K | 0.00% | −18−50.0% | Reduced |
| Sofos Investments, Inc. | 71 | $1.30K | 0.01% | +1+1.4% | Added |
| Cary Street Partners Asset Management LLC | 20 | $1.39K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 20 | $1.41K | 0.00% | +10+100.0% | Added |
| My Personal CFO, LLC | 20 | $1.43K | 0.00% | +20 | New |
| Acima Private Wealth, LLC | 22 | $1.57K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 23 | $1.64K | 0.00% | +1+4.5% | Added |
| Abound Wealth Management | 23 | $1.64K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 31 | $2.21K | 0.00% | +31 | New |
| Harbor Investment Advisory, LLC | 32 | $2.28K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 33 | $2.35K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 33 | $2.35K | 0.00% | +33 | New |
| TFC Financial Management | 34 | $2.44K | 0.00% | −19−35.8% | Reduced |
| Sandy Spring Bank | 40 | $2.85K | 0.00% | −33−45.2% | Reduced |
| Tucker Asset Management LLC | 48 | $3.43K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 49 | $3.49K | 0.00% | +17+53.1% | Added |
| Norway Savings Bank | 50 | $3.56K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 51 | $3.63K | 0.00% | −9−15.0% | Reduced |
| Central Bank & Trust Co | 55 | $3.92K | 0.00% | +55 | New |
| MV Capital Management, Inc. | 62 | $4.42K | 0.00% | −32−34.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 68 | $4.84K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 68 | $4.84K | 0.00% | +68 | New |
| Old North State Trust, LLC | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Motco | 72 | $5.13K | 0.00% | −550−88.4% | Reduced |
| PFS Partners, LLC | 74 | $5.27K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 80 | $5.70K | 0.00% | +21+35.6% | Added |
| Cedar Wealth Management, LLC | 83 | $5.91K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 91 | $6.00K | 0.00% | +1+1.1% | Added |
| PFG Private Wealth Management, LLC | 81 | $6.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 80 | $6.00K | 0.00% | +50+166.7% | Added |
| New Hampshire Trust | 87 | $6.20K | 0.00% | +87 | New |
| Eagle Bay Advisors LLC | 91 | $6.48K | 0.00% | +91 | New |
| EverSource Wealth Advisors, LLC | 92 | $6.55K | 0.00% | −200−68.5% | Reduced |
| Archer Investment Corp | 100 | $7.12K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 102 | $7.27K | 0.00% | +102 | New |
| Global Trust Asset Management, LLC | 103 | $7.35K | 0.00% | +19+22.6% | Added |
| Liberty One Investment Management, LLC | 105 | $7.50K | 0.00% | +1+1.0% | Added |
| Manchester Capital Management LLC | 109 | $7.76K | 0.00% | −1−0.9% | Reduced |
| Zions Bancorporation, N.A. | 110 | $7.84K | 0.00% | −88−44.4% | Reduced |
| Global Financial Private Client, LLC | 112 | $7.98K | 0.00% | +112 | New |
| Capital Advisors, Ltd. LLC | 186 | $8.00K | 0.00% | −333−64.2% | Reduced |
| PrairieView Partners, LLC | 121 | $8.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 114 | $8.12K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 117 | $8.32K | 0.00% | +1+0.9% | Added |
| Financial Freedom, LLC | 123 | $8.75K | 0.01% | +123 | New |
| Endurance Wealth Management, Inc. | 120 | $9.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 130 | $9.26K | 0.01% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 130 | $9.26K | 0.01% | +130 | New |
| Armstrong Advisory Group, Inc | 141 | $10.0K | 0.00% | +141 | New |
| Larson Financial Group LLC | 142 | $10.1K | 0.00% | +142 | New |
| FinTrust Capital Advisors, LLC | 150 | $10.7K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 152 | $10.8K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 158 | $11.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 163 | $11.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 175 | $12.0K | 0.00% | +58+49.6% | Added |
| Versant Capital Management, Inc | 169 | $12.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 202 | $14.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 190 | $14.0K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 200 | $14.0K | 0.00% | +200 | New |
| MinichMacGregor Wealth Management, LLC | 199 | $14.2K | 0.01% | +199 | New |
| Duncker Streett & Co Inc | 200 | $14.2K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 200 | $14.2K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 200 | $14.2K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 201 | $14.3K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 204 | $14.5K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 219 | $15.2K | 0.00% | +1+0.5% | Added |
| JFS Wealth Advisors, LLC | 219 | $15.6K | 0.00% | −234−51.7% | Reduced |
| Covestor Ltd | 218 | $16.0K | 0.01% | −2−0.9% | Reduced |
| Oakworth Capital, Inc. | 230 | $16.4K | 0.00% | −400−63.5% | Reduced |
| Exos TFP Holdings LLC | 231 | $16.5K | 0.00% | −225−49.3% | Reduced |
| TD Private Client Wealth LLC | 231 | $16.5K | 0.00% | +110+90.9% | Added |
| New England Capital Financial Advisors LLC | 245 | $16.5K | 0.01% | +245 | New |
| First Command Bank | 240 | $17.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 240 | $17.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 250 | $17.8K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 256 | $18.2K | 0.00% | −1−0.4% | Reduced |
| Addison Advisors LLC | 266 | $18.9K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 275 | $19.6K | 0.03% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 300 | $21.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 306 | $21.8K | 0.01% | −234−43.3% | Reduced |
| South State Corp. | 313 | $22.3K | 0.00% | −163−34.2% | Reduced |