| First Command Advisory Services, Inc. | 19 | $0 | 0.00% | +19 | New |
| Sound Income Strategies, LLC | 1 | $176 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1 | $176 | 0.00% | +1 | New |
| Financial Synergies Wealth Advisors, Inc. | 2 | $353 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2 | $353 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 2 | $353 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3 | $529 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $529 | 0.00% | +3 | New |
| Gradient Investments LLC | 4 | $706 | 0.00% | −11−73.3% | Reduced |
| Carolinas Wealth Consulting LLC | 5 | $882 | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 5 | $882 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 5 | $882 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5 | $882 | 0.00% | +5 | New |
| American National Bank | 3 | $1.00K | 0.00% | −7−70.0% | Reduced |
| Avion Wealth | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 4 | $1.00K | 0.00% | +4 | New |
| Bellevue Asset Management, LLC | 6 | $1.05K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 6 | $1.06K | 0.00% | +6 | New |
| North Star Investment Management Corp. | 6 | $1.06K | 0.00% | +6 | New |
| My Personal CFO, LLC | 6 | $1.06K | 0.00% | +6 | New |
| BerganKDV Wealth Management, LLC | 8 | $1.41K | 0.00% | −1−11.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $1.41K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 9 | $1.59K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 10 | $1.76K | 0.00% | +10 | New |
| Disciplined Investments, LLC | 11 | $1.94K | 0.00% | −3−21.4% | Reduced |
| Stonebridge Capital Advisors LLC | 14 | $2.47K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 15 | $2.65K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 15 | $2.65K | 0.00% | 00.0% | Unchanged |
| Kames Capital plc | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $3.18K | 0.00% | +9+100.0% | Added |
| McIlrath & Eck, LLC | 22 | $3.88K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 22 | $3.88K | 0.00% | +22 | New |
| Householder Group Estate & Retirement Specialist, LLC | 27 | $4.00K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 24 | $4.23K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 24 | $4.23K | 0.00% | +24 | New |
| Zullo Investment Group, Inc. | 26 | $4.59K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 26 | $4.59K | 0.00% | +26 | New |
| West Branch Capital LLC | 27 | $4.76K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 27 | $4.76K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 27 | $4.76K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 33 | $5.00K | 0.00% | +33 | New |
| Crewe Advisors LLC | 29 | $5.12K | 0.00% | −57−66.3% | Reduced |
| RWM Asset Management, LLC | 33 | $5.82K | 0.00% | +33 | New |
| Investors Research Corp | 35 | $6.17K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 36 | $6.35K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 36 | $6.35K | 0.00% | +7+24.1% | Added |
| Larson Financial Group LLC | 37 | $6.53K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 37 | $6.53K | 0.00% | +37 | New |
| Center for Financial Planning, Inc. | 38 | $6.70K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 38 | $6.70K | 0.00% | +9+31.0% | Added |
| Core Alternative Capital | 39 | $6.89K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 40 | $7.06K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 45 | $7.94K | 0.00% | +4+9.8% | Added |
| Hanson & Doremus Investment Management | 43 | $8.00K | 0.00% | +43 | New |
| Versant Capital Management, Inc | 48 | $8.47K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 49 | $8.64K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $9.00K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 51 | $9.05K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 52 | $9.17K | 0.01% | −10−16.1% | Reduced |
| JFS Wealth Advisors, LLC | 54 | $9.53K | 0.00% | −13−19.4% | Reduced |
| BDO Wealth Advisors, LLC | 57 | $10.1K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 176 | $10.3K | 0.11% | −2,731−93.9% | Reduced |
| Annapolis Financial Services, LLC | 61 | $10.8K | 0.00% | −36−37.1% | Reduced |
| Sutton Wealth Advisors Inc. | 61 | $10.8K | 0.00% | −1−1.6% | Reduced |
| EverSource Wealth Advisors, LLC | 61 | $10.8K | 0.00% | −17−21.8% | Reduced |
| Glen Eagle Advisors, LLC | 61 | $10.8K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 62 | $10.9K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 70 | $12.4K | 0.01% | −32−31.4% | Reduced |
| AdvisorNet Financial, Inc | 71 | $12.5K | 0.00% | −86−54.8% | Reduced |
| Hexagon Capital Partners LLC | 72 | $12.7K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 73 | $13.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 77 | $13.6K | 0.00% | +6+8.5% | Added |
| Pinebridge Investments, L.P. | 82 | $14.5K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 82 | $14.5K | 0.01% | +82 | New |
| CVA Family Office, LLC | 85 | $15.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 88 | $15.5K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 90 | $15.9K | 0.00% | +90 | New |
| FinTrust Capital Advisors, LLC | 91 | $16.1K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 92 | $16.2K | 0.00% | +92 | New |
| Global Retirement Partners, LLC | 99 | $17.5K | 0.00% | −13−11.6% | Reduced |
| Colonial Trust Co | 99 | $17.6K | 0.00% | +99 | New |
| Sargent Bickham Lagudis LLC | 100 | $17.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 101 | $17.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 104 | $18.0K | 0.00% | −16−13.3% | Reduced |
| Jones Financial Companies LLLP | 104 | $18.0K | 0.00% | +33+46.5% | Added |
| Bartlett & Co. Wealth Management LLC | 104 | $18.3K | 0.00% | −16−13.3% | Reduced |
| Zions Bancorporation, N.A. | 104 | $18.3K | 0.00% | +58+126.1% | Added |
| Adirondack Trust Co | 105 | $18.5K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 109 | $19.0K | 0.00% | −17−13.5% | Reduced |
| Massmutual Trust Co FSB | 108 | $19.0K | 0.00% | +22+25.6% | Added |
| Accurate Wealth Management, LLC | 107 | $19.6K | 0.01% | +107 | New |
| Prestige Wealth Management Group LLC | 118 | $20.8K | 0.01% | −8−6.3% | Reduced |
| Catalyst Capital Advisors LLC | 122 | $21.5K | 0.00% | −3−2.4% | Reduced |
| Baker Avenue Asset Management, LP | 135 | $23.8K | 0.00% | +135 | New |
| Harbour Investments, Inc. | 140 | $24.7K | 0.00% | +21+17.6% | Added |
| Fiduciary Alliance LLC | 161 | $28.4K | 0.01% | +161 | New |