| Carolina Wealth Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 104 | $52 | 0.00% | +104 | New |
| Quent Capital, LLC | 1 | $104 | 0.00% | −80−98.8% | Reduced |
| Schubert & Co | 2 | $208 | 0.00% | −5−71.4% | Reduced |
| WestEnd Advisors, LLC | 2 | $208 | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 2 | $208 | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 3 | $312 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 3 | $312 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 3 | $312 | 0.00% | +3 | New |
| EWG Elevate Inc. | 3 | $312 | 0.00% | +3 | New |
| JJJ Advisors Inc. | 3 | $313 | 0.00% | −43−93.5% | Reduced |
| Accurate Wealth Management, LLC | 3 | $317 | 0.00% | +3 | New |
| Cullen/Frost Bankers, Inc. | 4 | $417 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 4 | $417 | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 4 | $417 | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 4 | $417 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 4 | $417 | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 4 | $417 | 0.00% | +4 | New |
| Raleigh Capital Management Inc. | 5 | $493 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 5 | $521 | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 5 | $521 | 0.00% | +5 | New |
| Financial Synergies Wealth Advisors, Inc. | 7 | $729 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 8 | $833 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 8 | $833 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 8 | $833 | 0.00% | +8 | New |
| Financial Freedom, LLC | 8 | $833 | 0.00% | +8 | New |
| Larson Financial Group LLC | 9 | $937 | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 12 | $1.00K | 0.00% | −5−29.4% | Reduced |
| ClariVest Asset Management LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Prestige Wealth Management Group LLC | 10 | $1.04K | 0.00% | −12−54.5% | Reduced |
| SJS Investment Consulting Inc. | 11 | $1.15K | 0.00% | +5+83.3% | Added |
| Sargent Bickham Lagudis LLC | 11 | $1.15K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 12 | $1.25K | 0.00% | −115−90.6% | Reduced |
| Your Advocates Ltd., LLP | 12 | $1.25K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 12 | $1.25K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 13 | $1.35K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $1.46K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 15 | $1.55K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 15 | $1.56K | 0.00% | +1+7.1% | Added |
| RFP Financial Group LLC | 15 | $1.56K | 0.00% | +15 | New |
| Paragon Wealth Strategies, LLC | 16 | $1.67K | 0.00% | +16 | New |
| AdvisorNet Financial, Inc | 17 | $1.77K | 0.00% | −74−81.3% | Reduced |
| DT Investment Partners, LLC | 17 | $1.77K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 18 | $1.87K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 18 | $1.87K | 0.00% | +18 | New |
| HighMark Wealth Management LLC | 19 | $1.98K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 24 | $2.00K | 0.00% | −10−29.4% | Reduced |
| Atlantic Trust, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 21 | $2.00K | 0.00% | +21 | New |
| KB Financial Partners, LLC | 16 | $2.00K | 0.00% | +16 | New |
| Lakewood Asset Management LLC | 22 | $2.00K | 0.00% | +22 | New |
| Coppell Advisory Solutions LLC | 20 | $2.08K | 0.00% | +20 | New |
| Red Tortoise LLC | 20 | $2.08K | 0.00% | +20 | New |
| Coppell Advisory Solutions Corp. | 20 | $2.08K | 0.00% | +20 | New |
| Johnson Financial Group, Inc. | 24 | $2.50K | 0.00% | −6−20.0% | Reduced |
| First Manhattan Co | 25 | $2.60K | 0.00% | +25 | New |
| U.S. Capital Wealth Advisors, LLC | 25 | $2.60K | 0.00% | +25 | New |
| Eagle Bay Advisors LLC | 28 | $2.92K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 33 | $3.00K | 0.00% | +20+153.8% | Added |
| Global Wealth Strategies & Associates | 32 | $3.33K | 0.00% | +32 | New |
| Glen Eagle Advisors, LLC | 33 | $3.44K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 35 | $3.65K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 38 | $3.96K | 0.00% | −90−70.3% | Reduced |
| Valley National Advisers Inc | 47 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 41 | $4.00K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 41 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 39 | $4.06K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 40 | $4.17K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 40 | $4.17K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 40 | $4.17K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 41 | $4.27K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 45 | $4.69K | 0.00% | −10−18.2% | Reduced |
| Private Ocean, LLC | 45 | $4.69K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 46 | $4.90K | 0.00% | +46 | New |
| Hollencrest Capital Management | 49 | $5.10K | 0.00% | +49 | New |
| Abound Wealth Management | 49 | $5.10K | 0.00% | −115−70.1% | Reduced |
| GHP Investment Advisors, Inc. | 50 | $5.21K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 52 | $5.42K | 0.00% | −83−61.5% | Reduced |
| Institutional & Family Asset Management, LLC | 54 | $5.62K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 54 | $5.62K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 58 | $6.04K | 0.00% | −41−41.4% | Reduced |
| Bell Investment Advisors, Inc | 65 | $6.77K | 0.00% | +1+1.6% | Added |
| JFS Wealth Advisors, LLC | 67 | $6.98K | 0.00% | −16−19.3% | Reduced |
| Tyler-Stone Wealth Management | 72 | $7.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 69 | $7.18K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 76 | $7.91K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 74 | $8.00K | 0.00% | −3−3.9% | Reduced |
| Ranger Investment Management, L.P. | 77 | $8.02K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 88 | $9.16K | 0.00% | +9+11.4% | Added |
| Phocas Financial Corp. | 100 | $10.4K | 0.00% | +100 | New |
| ICA Group Wealth Management, LLC | 103 | $10.7K | 0.00% | +103 | New |
| McIlrath & Eck, LLC | 104 | $10.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 104 | $11.0K | 0.01% | −472−81.9% | Reduced |
| Ronald Blue Trust, Inc. | 102 | $11.0K | 0.00% | +64+168.4% | Added |
| Farmers & Merchants Investments Inc | 107 | $11.1K | 0.00% | −50−31.8% | Reduced |
| Salem Investment Counselors Inc | 110 | $11.5K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 110 | $11.5K | 0.00% | 00.0% | Unchanged |