| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Carolinas Wealth Consulting LLC | 1 | $453 | 0.00% | +1 | New |
| Newbridge Financial Services Group, Inc. | 1 | $677 | 0.00% | −3−75.0% | Reduced |
| West Paces Advisors Inc. | 1 | $677 | 0.00% | −2−66.7% | Reduced |
| South State Corp. | 1 | $677 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $678 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1 | $678 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $678 | 0.00% | +1 | New |
| Trifecta Capital Advisors, LLC | 2 | $1.35K | 0.00% | −9−81.8% | Reduced |
| St Germain D J Co Inc | 2 | $1.35K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2 | $1.35K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $1.35K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 2 | $1.35K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2 | $1.35K | 0.00% | +2 | New |
| Horizon Financial Services, LLC | 2 | $1.35K | 0.00% | +2 | New |
| Longfellow Investment Management Co LLC | 3 | $2.03K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $2.03K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 3 | $2.03K | 0.00% | +2+200.0% | Added |
| Cedar Wealth Management, LLC | 4 | $2.71K | 0.00% | +4 | New |
| Institutional & Family Asset Management, LLC | 4 | $2.71K | 0.00% | +4 | New |
| Koesten, Hirschmann & Crabtree, INC. | 4 | $2.71K | 0.00% | +4 | New |
| MCF Advisors LLC | 4 | $2.71K | 0.00% | +1+33.3% | Added |
| Kozak & Associates, Inc. | 4 | $2.92K | 0.00% | +4 | New |
| Dunhill Financial, LLC | 4 | $2.97K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $3.00K | 0.00% | +2+100.0% | Added |
| Bruce G. Allen Investments, LLC | 5 | $3.39K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 5 | $3.39K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $3.39K | 0.00% | +1+25.0% | Added |
| Prestige Wealth Management Group LLC | 5 | $3.39K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 6 | $3.72K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 5 | $4.00K | 0.00% | +1+25.0% | Added |
| Westside Investment Management, Inc. | 6 | $4.01K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 6 | $4.07K | 0.00% | +6 | New |
| REAP Financial Group, LLC | 6 | $4.08K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 7 | $4.74K | 0.00% | −2−22.2% | Reduced |
| Continuum Advisory, LLC | 8 | $5.66K | 0.00% | +8 | New |
| Financial Management Professionals, Inc. | 9 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 9 | $6.10K | 0.00% | −3−25.0% | Reduced |
| Logan Capital Management Inc | 9 | $6.10K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 9 | $6.10K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 9 | $6.10K | 0.00% | +9 | New |
| Armstrong Advisory Group, Inc | 10 | $6.31K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $6.51K | 0.00% | +3+42.9% | Added |
| Berkshire Capital Holdings Inc | 10 | $6.77K | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 10 | $6.78K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $6.78K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 10 | $6.78K | 0.01% | +10 | New |
| Foster Dykema Cabot & Partners, LLC | 10 | $6.79K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 10 | $7.00K | 0.00% | −1−9.1% | Reduced |
| Harbor Investment Advisory, LLC | 11 | $7.45K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 11 | $7.45K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 11 | $7.45K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 11 | $7.47K | 0.00% | −1−8.3% | Reduced |
| Valley National Advisers Inc | 13 | $8.00K | 0.00% | −5−27.8% | Reduced |
| Smithfield Trust Co | 11 | $8.00K | 0.00% | +11 | New |
| Plante Moran Financial Advisors, LLC | 12 | $8.13K | 0.00% | −7−36.8% | Reduced |
| Davidson Capital Management Inc. | 12 | $8.13K | 0.00% | +1+9.1% | Added |
| Pacific Center for Financial Services | 14 | $9.48K | 0.00% | +14 | New |
| Bogart Wealth, LLC | 15 | $10.2K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 15 | $10.2K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 15 | $10.2K | 0.00% | −3−16.7% | Reduced |
| First Financial Corp | 16 | $10.8K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 16 | $10.8K | 0.00% | +16 | New |
| Creative Financial Designs Inc | 17 | $11.5K | 0.00% | +17 | New |
| Sachetta, LLC | 19 | $12.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 18 | $12.2K | 0.01% | +8+80.0% | Added |
| Global Financial Private Client, LLC | 19 | $12.7K | 0.01% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 19 | $12.9K | 0.00% | 00.0% | Unchanged |
| Motco | 19 | $12.9K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 19 | $12.9K | 0.00% | +19 | New |
| Benjamin F. Edwards & Company, Inc. | 18 | $13.0K | 0.00% | −12−40.0% | Reduced |
| Tradewinds Capital Management, LLC | 20 | $13.5K | 0.00% | +20 | New |
| Investors Research Corp | 23 | $15.6K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 24 | $16.3K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 24 | $16.4K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 25 | $16.9K | 0.00% | +16+177.8% | Added |
| Ulland Investment Advisors, LLC | 25 | $17.0K | 0.01% | +25 | New |
| Farmers & Merchants Investments Inc | 28 | $19.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 29 | $19.6K | 0.00% | +1+3.6% | Added |
| Solstein Capital, LLC | 31 | $21.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 31 | $21.0K | 0.01% | +31 | New |
| Bell Investment Advisors, Inc | 31 | $21.0K | 0.00% | +1+3.3% | Added |
| Front Row Advisors LLC | 31 | $21.0K | 0.01% | +31 | New |
| Covestor Ltd | 32 | $22.0K | 0.01% | −315−90.8% | Reduced |
| AdvisorNet Financial, Inc | 34 | $23.0K | 0.00% | +18+112.5% | Added |
| Versant Capital Management, Inc | 35 | $23.7K | 0.01% | +1+2.9% | Added |
| Operose Advisors LLC | 36 | $24.4K | 0.01% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 40 | $27.1K | 0.02% | +40 | New |
| LGT Financial Advisors LLC | 41 | $27.8K | 0.03% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 41 | $27.8K | 0.00% | +4+10.8% | Added |
| Brown Brothers Harriman & Co | 43 | $29.1K | 0.00% | +2+4.9% | Added |
| JJJ Advisors Inc. | 44 | $29.8K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 45 | $30.5K | 0.01% | +45 | New |
| Ofi Invest Asset Management | 49 | $30.7K | 0.00% | +49 | New |
| Castleview Partners, LLC | 48 | $32.5K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 48 | $32.5K | 0.00% | +48 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $33.9K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 53 | $35.9K | 0.01% | +53 | New |
| West Oak Capital, LLC | 55 | $37.0K | 0.02% | 00.0% | Unchanged |