| USA Financial Portformulas Corp | 1 | $0 | 0.00% | −3,986−100.0% | Reduced |
| Lake Point Wealth Management | 1 | $0 | 0.00% | +1 | New |
| Kelly Financial Services LLC | 5,713 | $12 | 0.00% | +5,701+47,508.3% | Added |
| Transamerica Financial Advisors, Inc. | 2 | $1.00K | 0.02% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2 | $1.00K | 0.00% | +2 | New |
| WestEnd Advisors, LLC | – | $1.43K | 0.00% | – | New |
| Simon Quick Advisors, LLC | 5 | $2.00K | 0.00% | −80−94.1% | Reduced |
| Pacific Center for Financial Services | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 0 | $2.00K | 0.00% | −4−100.0% | Reduced |
| Laurel Wealth Advisors LLC | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 6 | $3.00K | 0.00% | +6 | New |
| Corsicana & Co. | 7 | $3.00K | 0.00% | +7 | New |
| Macroview Investment Management LLC | 8 | $4.00K | 0.01% | 00.0% | Unchanged |
| Sierra Capital LLC | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 9 | $4.00K | 0.00% | +9 | New |
| Hoese & Co LLP | 8 | $4.00K | 0.00% | +8 | New |
| Eukles Asset Management | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Trust Co | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 11 | $5.00K | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 11 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 10 | $5.00K | 0.00% | +10 | New |
| Personal Wealth Partners | 10 | $5.00K | 0.00% | +10 | New |
| Better Money Decisions, LLC | 10 | $5.00K | 0.00% | +10 | New |
| Cutler Group LP | 13 | $6.00K | 0.00% | −15−53.6% | Reduced |
| Hoover Financial Advisors, Inc. | 13 | $6.00K | 0.00% | −3−18.8% | Reduced |
| Arrow Financial Corp | 13 | $6.00K | 0.00% | +13 | New |
| Edge Wealth Management LLC | 15 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 15 | $7.00K | 0.00% | −1−6.3% | Reduced |
| Sterling Financial Planning, Inc. | 14 | $7.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 14 | $7.00K | 0.00% | +8+133.3% | Added |
| Coastal Capital Group, Inc. | 18 | $8.00K | 0.00% | +1+5.9% | Added |
| Castleview Partners, LLC | 16 | $8.00K | 0.00% | +16 | New |
| Wealthstreet Investment Advisors, LLC | 19 | $9.00K | 0.05% | −717−97.4% | Reduced |
| Annapolis Financial Services, LLC | 19 | $9.00K | 0.00% | +4+26.7% | Added |
| Ten Capital Wealth Advisors, LLC | 19 | $9.00K | 0.00% | +12+171.4% | Added |
| Aua Capital Management, LLC | 20 | $10.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 20 | $10.0K | 0.00% | +20 | New |
| Anfield Capital Management, LLC | 21 | $10.0K | 0.00% | +21 | New |
| Ford Financial Group, LLC | 24 | $11.0K | 0.00% | +24 | New |
| Cascade Investment Advisors, Inc. | 25 | $11.9K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 25 | $12.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 25 | $12.0K | 0.01% | +25 | New |
| Crewe Advisors LLC | 28 | $13.0K | 0.00% | −5−15.2% | Reduced |
| Charter Oak Capital Management, LLC | 26 | $13.0K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 30 | $14.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 30 | $14.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 32 | $15.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 32 | $15.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 31 | $15.0K | 0.01% | +25+416.7% | Added |
| SOA Wealth Advisors, LLC. | 34 | $16.0K | 0.00% | −9−20.9% | Reduced |
| Focused Wealth Management, Inc | 33 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 33 | $16.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 35 | $17.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 35 | $17.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 35 | $17.0K | 0.00% | +35 | New |
| Resolute Partners Group | 38 | $18.0K | 0.00% | −73−65.8% | Reduced |
| Cranbrook Wealth Management, LLC | 37 | $18.0K | 0.00% | −6−14.0% | Reduced |
| Spectrum Management Group, LLC | 37 | $18.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 37 | $18.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 37 | $18.0K | 0.01% | +37 | New |
| Global Financial Private Client, LLC | 41 | $19.3K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 42 | $20.0K | 0.00% | −15−26.3% | Reduced |
| IMA Wealth, Inc. | 42 | $20.0K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 41 | $20.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 45 | $21.0K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 46 | $22.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 49 | $23.0K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 48 | $23.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 51 | $24.0K | 0.01% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 51 | $24.0K | 0.01% | +1+2.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 50 | $24.0K | 0.01% | +20+66.7% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 53 | $25.0K | 0.01% | +4+8.2% | Added |
| TSFG, LLC | 51 | $25.0K | 0.01% | +35+218.8% | Added |
| TFC Financial Management | 56 | $27.0K | 0.01% | −17−23.3% | Reduced |
| Vigilant Capital Management, LLC | 56 | $27.0K | 0.00% | +31+124.0% | Added |
| Raffa Wealth Management, LLC | 58 | $27.7K | 0.01% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 61 | $29.0K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 65 | $30.0K | 0.02% | −15−18.8% | Reduced |
| JJJ Advisors Inc. | 62 | $30.0K | 0.01% | −17−21.5% | Reduced |
| MV Capital Management, Inc. | 62 | $30.0K | 0.01% | +53+588.9% | Added |
| HHM Wealth Advisors, LLC | 65 | $31.0K | 0.01% | −1−1.5% | Reduced |
| Phoenix Wealth Advisors | 65 | $31.0K | 0.02% | +8+14.0% | Added |
| Loomis Sayles & Co L P | 67 | $32.0K | 0.00% | +3+4.7% | Added |
| Carmichael Hill & Associates, Inc. | 70 | $33.0K | 0.02% | −10−12.5% | Reduced |
| Bedel Financial Consulting, Inc. | 69 | $33.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 74 | $35.0K | 0.01% | −5−6.3% | Reduced |
| Dividend Assets Capital, LLC | 75 | $36.0K | 0.01% | −4−5.1% | Reduced |
| AGF Investments LLC | 75 | $36.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 75 | $36.0K | 0.01% | +2+2.7% | Added |
| Brewin Dolphin Wealth Management Ltd | 76 | $36.2K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 79 | $38.0K | 0.00% | +1+1.3% | Added |
| Atlas Capital Advisors LLC | 81 | $38.6K | 0.01% | +34+72.3% | Added |
| Sage Private Wealth Group, LLC | 85 | $41.0K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 92 | $43.9K | 0.00% | 00.0% | Unchanged |