| Versant Capital Management, Inc | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $291 | 0.00% | – | New |
| USA Financial Portformulas Corp | 3 | $1.00K | 0.00% | −3,525−99.9% | Reduced |
| First Personal Financial Services | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Strategic Blueprint, LLC | 5 | $1.00K | 0.00% | +5 | New |
| JJJ Advisors Inc. | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 6 | $2.00K | 0.00% | +6 | New |
| Lee Financial Co | 6 | $2.00K | 0.00% | +6 | New |
| Financial Perspectives, Inc | 9 | $2.63K | 0.00% | −2,485−99.6% | Reduced |
| Howe & Rusling Inc | 10 | $3.00K | 0.00% | −7−41.2% | Reduced |
| Barrett Asset Management, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 9 | $3.00K | 0.00% | +2+28.6% | Added |
| Charter Oak Capital Management, LLC | 11 | $3.00K | 0.00% | +5+83.3% | Added |
| Atlas Private Wealth Advisors | 11 | $3.00K | 0.00% | +11 | New |
| Global Financial Private Client, LLC | 12 | $3.52K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 12 | $4.00K | 0.00% | +1+9.1% | Added |
| Personal Wealth Partners | 13 | $4.00K | 0.00% | +13 | New |
| Halpern Financial, Inc. | 17 | $4.96K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 20 | $5.84K | 0.00% | +20 | New |
| Plante Moran Financial Advisors, LLC | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 21 | $6.00K | 0.00% | +3+16.7% | Added |
| Financial Management Professionals, Inc. | 24 | $7.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 26 | $7.59K | 0.00% | +1+4.0% | Added |
| Clearstead Advisors, LLC | 29 | $8.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 28 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 28 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 26 | $8.00K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 27 | $8.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 26 | $8.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 27 | $8.00K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 27 | $8.00K | 0.00% | +19+237.5% | Added |
| Paragon Wealth Strategies, LLC | 29 | $8.00K | 0.00% | +29 | New |
| Isthmus Partners, LLC | 32 | $9.00K | 0.00% | +32 | New |
| Concord Wealth Partners | 34 | $10.0K | 0.00% | +3+9.7% | Added |
| First Manhattan Co | 35 | $10.0K | 0.00% | +35 | New |
| Harbor Investment Advisory, LLC | 39 | $11.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 39 | $11.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 39 | $11.0K | 0.00% | +20+105.3% | Added |
| MV Capital Management, Inc. | 38 | $11.0K | 0.00% | +32+533.3% | Added |
| Wealth Quarterback LLC | 41 | $12.0K | 0.01% | +41 | New |
| Rockbridge Investment Management, LCC | 44 | $13.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 43 | $13.0K | 0.00% | +43 | New |
| Anchor Investment Management, LLC | 50 | $14.6K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 52 | $15.0K | 0.00% | −19−26.8% | Reduced |
| Essex Investment Management Co LLC | 53 | $15.0K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 50 | $15.0K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 52 | $15.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 50 | $15.0K | 0.01% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 55 | $16.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 56 | $16.0K | 0.00% | +56 | New |
| Sutton Wealth Advisors Inc. | 57 | $16.6K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 57 | $17.0K | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 60 | $17.0K | 0.01% | +60 | New |
| Liberty Wealth Management LLC | 61 | $18.0K | 0.01% | −32−34.4% | Reduced |
| AllSquare Wealth Management LLC | 62 | $18.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 62 | $18.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 61 | $18.0K | 0.00% | −15−19.7% | Reduced |
| Asset Dedication, LLC | 63 | $18.0K | 0.00% | +63 | New |
| SRS Capital Advisors, Inc. | 65 | $19.0K | 0.00% | +65 | New |
| Fortis Advisors, LLC | 69 | $20.0K | 0.01% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 69 | $20.0K | 0.01% | +69 | New |
| BDO Wealth Advisors, LLC | 71 | $21.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 73 | $21.0K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 80 | $23.0K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 78 | $23.0K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 87 | $25.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 87 | $25.0K | 0.03% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 85 | $25.0K | 0.00% | +15+21.4% | Added |
| Private Capital Group, LLC | 90 | $26.0K | 0.01% | +8+9.8% | Added |
| Brewin Dolphin Wealth Management Ltd | 90 | $26.3K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 90 | $27.0K | 0.02% | +90 | New |
| CVA Family Office, LLC | 96 | $28.0K | 0.01% | +26+37.1% | Added |
| AdvisorNet Financial, Inc | 101 | $29.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $29.2K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 101 | $29.5K | 0.01% | 00.0% | Unchanged |
| American Research & Management Co. | 105 | $31.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 108 | $31.0K | 0.01% | +108 | New |
| Corbenic Partners LLC | 111 | $32.0K | 0.01% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 109 | $32.0K | 0.01% | +6+5.8% | Added |
| Kistler-Tiffany Companies, LLC | 114 | $33.0K | 0.01% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 114 | $33.0K | 0.02% | +114 | New |
| Harvest Fund Management Co., Ltd | 122 | $35.0K | 0.00% | −234−65.7% | Reduced |
| TFC Financial Management | 119 | $35.0K | 0.01% | −28−19.0% | Reduced |
| Macroview Investment Management LLC | 122 | $36.0K | 0.05% | 00.0% | Unchanged |