| Pacific Center for Financial Services | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2 | $0 | 0.00% | +2 | New |
| Robinson Value Management, Ltd. | 1 | $0 | 0.00% | +1 | New |
| DeDora Capital, Inc. | 1 | $0 | 0.00% | +1 | New |
| Monumental Financial Group Inc. | 1 | $0 | 0.00% | +1 | New |
| Old North State Trust, LLC | 2 | $249 | 0.20% | −1,593−99.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2 | $257 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | – | $770 | 0.00% | – | – |
| Accel Wealth Management | 10 | $1.00K | 0.00% | −50−83.3% | Reduced |
| Rocky Mountain Advisers, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Marquette Asset Management, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Moisand Fitzgerald Tamayo, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 5 | $1.00K | 0.00% | +5 | New |
| Beacon Capital Management, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Icapital Wealth LLC | 14 | $1.87K | 0.00% | +14 | New |
| Cedar Wealth Management, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 13 | $2.00K | 0.00% | −2−13.3% | Reduced |
| Lee Financial Co | 15 | $2.00K | 0.00% | +15 | New |
| Clean Yield Group | 13 | $2.00K | 0.00% | +13 | New |
| MCF Advisors LLC | 15 | $2.00K | 0.00% | +15 | New |
| Fortitude Advisory Group L.L.C. | 19 | $2.00K | 0.00% | +19 | New |
| HM Payson & Co | 22 | $3.00K | 0.00% | −95−81.2% | Reduced |
| South State Corp. | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 24 | $3.00K | 0.00% | +24 | New |
| SJS Investment Consulting Inc. | 21 | $3.00K | 0.00% | +21 | New |
| Sageworth Trust Co | 33 | $4.00K | 0.00% | −34−50.7% | Reduced |
| Valley National Advisers Inc | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 31 | $4.00K | 0.00% | +31 | New |
| West Paces Advisors Inc. | 35 | $4.49K | 0.00% | +35 | New |
| Surevest, LLC | 40 | $5.00K | 0.00% | −18−31.0% | Reduced |
| BDO Wealth Advisors, LLC | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 38 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 43 | $5.00K | 0.00% | +11+34.4% | Added |
| Schubert & Co | 37 | $5.00K | 0.01% | +14+60.9% | Added |
| Lenox Wealth Advisors, LLC | 40 | $5.00K | 0.00% | +21+110.5% | Added |
| TD Ameritrade Investment Management, LLC | 36 | $5.00K | 0.00% | +26+260.0% | Added |
| SRS Capital Advisors, Inc. | 39 | $5.00K | 0.00% | +29+290.0% | Added |
| Disciplined Investments, LLC | 41 | $5.00K | 0.00% | +41 | New |
| Raffa Wealth Management, LLC | 39 | $5.01K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 50 | $6.00K | 0.00% | −68−57.6% | Reduced |
| Ancora Advisors, LLC | 49 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 50 | $6.00K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 46 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 46 | $6.00K | 0.00% | +10+27.8% | Added |
| Optimum Investment Advisors | 48 | $6.00K | 0.00% | +48 | New |
| GW&K Investment Management, LLC | 50 | $6.00K | 0.00% | +50 | New |
| Perkins Coie Trust Co | 49 | $6.00K | 0.00% | +49 | New |
| Atticus Wealth Management, LLC | 47 | $6.00K | 0.00% | +47 | New |
| Tucker Asset Management LLC | 47 | $6.03K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 51 | $6.55K | 0.01% | −50−49.5% | Reduced |
| Tyler-Stone Wealth Management | 57 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 51 | $7.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 53 | $7.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 52 | $7.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 52 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 51 | $7.00K | 0.01% | +51 | New |
| WR Wealth Planners, LLC | 57 | $7.32K | 0.00% | +57 | New |
| Winch Advisory Services, LLC | 65 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 62 | $8.00K | 0.00% | +62 | New |
| American National Bank | 74 | $9.00K | 0.00% | +74 | New |
| Professional Financial Advisors, LLC | 75 | $10.0K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 93 | $11.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 89 | $11.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 86 | $11.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 95 | $12.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 99 | $12.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 92 | $12.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 91 | $12.0K | 0.00% | +42+85.7% | Added |
| Activest Wealth Management | 95 | $12.0K | 0.01% | +95 | New |
| American State Bank (Iowa) | 94 | $12.1K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 102 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 102 | $13.0K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 105 | $13.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 103 | $13.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 98 | $13.0K | 0.00% | −1−1.0% | Reduced |
| Financial Management Professionals, Inc. | 102 | $13.0K | 0.00% | +45+78.9% | Added |
| Jones Financial Companies LLLP | 100 | $13.0K | 0.00% | +76+316.7% | Added |
| Clear Perspectives Financial Planning, LLC | 100 | $13.0K | 0.00% | +100 | New |
| Ulland Investment Advisors, LLC | 110 | $14.0K | 0.01% | +110 | New |
| Pin Oak Investment Advisors Inc | 118 | $15.0K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 117 | $15.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 115 | $15.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 116 | $15.0K | 0.01% | +30+34.9% | Added |