| JJJ Advisors Inc. | 14 | $0 | 0.00% | −327−95.9% | Reduced |
| Corbenic Partners LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 10 | $0 | 0.00% | +10 | New |
| Future Financial Wealth Managment LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 9 | $269 | 0.00% | – | – |
| Carolinas Wealth Consulting LLC | 19 | $1.00K | 0.00% | −300−94.0% | Reduced |
| Perkins Coie Trust Co | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 25 | $1.00K | 0.00% | +25 | New |
| Beaird Harris Wealth Management, LLC | 40 | $1.00K | 0.00% | +40 | New |
| Guardian Wealth Management, Inc. | 29 | $1.00K | 0.00% | +29 | New |
| Bivin & Associates, Inc. | 35 | $1.00K | 0.00% | +35 | New |
| Raffa Wealth Management, LLC | 40 | $1.20K | 0.00% | −30−42.9% | Reduced |
| Global Financial Private Client, LLC | 52 | $1.56K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 60 | $1.80K | 0.00% | −120−66.7% | Reduced |
| Crewe Advisors LLC | 76 | $2.00K | 0.00% | −24−24.0% | Reduced |
| Financial Enhancement Group LLC | 61 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 79 | $2.00K | 0.00% | +79 | New |
| First Bank & Trust | 82 | $2.00K | 0.00% | +82 | New |
| Core Alternative Capital | 80 | $2.00K | 0.00% | +80 | New |
| Schubert & Co | 69 | $2.00K | 0.00% | +69 | New |
| West Paces Advisors Inc. | 90 | $2.70K | 0.00% | −200−69.0% | Reduced |
| Hantz Financial Services, Inc. | 90 | $3.00K | 0.00% | −18−16.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 101 | $3.00K | 0.00% | 00.0% | Unchanged |
| Castle Financial & Retirement Planning Associates, Inc. | 75 | $3.00K | 0.01% | +75 | New |
| Tyler-Stone Wealth Management | 94 | $3.00K | 0.00% | +94 | New |
| Kelly Financial Services LLC | 122 | $3.65K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 130 | $4.00K | 0.00% | −135−50.9% | Reduced |
| Resources Management Corp | 125 | $4.00K | 0.00% | −20−13.8% | Reduced |
| Pittenger & Anderson Inc | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 145 | $4.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 145 | $4.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 138 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 136 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 120 | $4.00K | 0.00% | +120 | New |
| Financial Perspectives, Inc | 159 | $4.75K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 172 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 162 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 186 | $5.00K | 0.00% | +186 | New |
| Curi Capital | 196 | $5.00K | 0.00% | +196 | New |
| Stephens Consulting, LLC | 186 | $5.57K | 0.00% | +186 | New |
| TD Ameritrade Investment Management, LLC | 185 | $6.00K | 0.00% | −3,421−94.9% | Reduced |
| Tortoise Investment Management, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 192 | $6.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 204 | $6.00K | 0.00% | +161+374.4% | Added |
| RGT Wealth Advisors, LLC | 200 | $6.00K | 0.00% | +200 | New |
| KRS Capital Management, LLC | 225 | $6.00K | 0.01% | +225 | New |
| Lee Financial Co | 237 | $7.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 250 | $7.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 226 | $7.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 250 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 243 | $7.00K | 0.00% | +16+7.0% | Added |
| Capital Advisors, Ltd. LLC | 250 | $7.00K | 0.00% | +33+15.2% | Added |
| Norway Savings Bank | 250 | $7.00K | 0.00% | +250 | New |
| Caldwell Trust Co | 257 | $7.70K | 0.00% | −295−53.4% | Reduced |
| Pin Oak Investment Advisors Inc | 263 | $8.00K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 277 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 280 | $8.00K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 275 | $8.24K | 0.01% | +275 | New |
| Retirement Group, LLC | 303 | $9.00K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 315 | $9.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 316 | $9.00K | 0.00% | +216+216.0% | Added |
| Ahl Investment Management, Inc. | 311 | $9.00K | 0.01% | +311 | New |
| JTC Employer Solutions Trusteee Ltd | 325 | $10.0K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 325 | $10.0K | 0.01% | +325 | New |
| Plante Moran Financial Advisors, LLC | 382 | $11.0K | 0.00% | +342+855.0% | Added |
| Amplius Wealth Advisors, LLC | 400 | $11.0K | 0.00% | +400 | New |
| Global Trust Asset Management, LLC | 388 | $12.0K | 0.00% | −425−52.3% | Reduced |
| Massmutual Trust Co FSB | 385 | $12.0K | 0.00% | +24+6.6% | Added |
| FourThought Financial, LLC | 401 | $12.0K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 400 | $12.0K | 0.01% | +400 | New |
| BerganKDV Wealth Management, LLC | 431 | $13.0K | 0.00% | −200−31.7% | Reduced |
| Trustcore Financial Services, LLC | 439 | $13.0K | 0.00% | −186−29.8% | Reduced |
| Westside Investment Management, Inc. | 493 | $14.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 477 | $14.0K | 0.00% | +9+1.9% | Added |
| Pinnacle Bancorp, Inc. | 454 | $14.0K | 0.00% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 500 | $14.0K | 0.01% | +500 | New |
| Sutton Wealth Advisors Inc. | 492 | $14.7K | 0.00% | −8−1.6% | Reduced |
| Avion Wealth | 500 | $15.0K | 0.00% | −100−16.7% | Reduced |
| Delta Asset Management LLC | 495 | $15.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 500 | $15.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 508 | $15.0K | 0.00% | +53+11.6% | Added |
| Strategic Asset Management, LLC | 487 | $15.0K | 0.02% | +223+84.5% | Added |
| Delos Wealth Advisors, LLC | 500 | $15.0K | 0.01% | +500 | New |
| Horrell Capital Management, Inc. | 530 | $16.0K | 0.01% | −100−15.9% | Reduced |
| Hudock, Inc. | 554 | $16.0K | 0.00% | +1+0.2% | Added |