| McClarren Financial Advisors, Inc. | 5 | $0 | 0.00% | −1−16.7% | Reduced |
| Joseph P. Lucia & Associates, LLC | 3 | $0 | 0.00% | +3 | New |
| Old North State Trust, LLC | 4 | $562 | 0.45% | −3,747−99.9% | Reduced |
| Bellwether Advisors, LLC | 8 | $1.00K | 0.00% | −9,135−99.9% | Reduced |
| Albion Financial Group | 5 | $1.00K | 0.00% | −5−50.0% | Reduced |
| CFS Investment Advisory Services, LLC | 75,148 | $1.00K | 0.00% | +75,148 | New |
| BerganKDV Wealth Management, LLC | 15 | $2.00K | 0.00% | +1+7.1% | Added |
| HighMark Wealth Management LLC | 13 | $2.00K | 0.00% | +13 | New |
| IAG Wealth Partners, LLC | 14 | $2.00K | 0.00% | +14 | New |
| Eagle Bay Advisors LLC | 22 | $3.00K | 0.00% | −602−96.5% | Reduced |
| Montag A & Associates Inc | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 31 | $4.00K | 0.00% | −25−44.6% | Reduced |
| Schubert & Co | 30 | $4.00K | 0.00% | +6+25.0% | Added |
| HBC Financial Services, PLLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 42 | $5.00K | 0.00% | +42 | New |
| DeDora Capital, Inc. | 37 | $5.00K | 0.00% | +37 | New |
| Raffa Wealth Management, LLC | 46 | $5.84K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 50 | $6.00K | 0.01% | −40−44.4% | Reduced |
| Investors Research Corp | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 48 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 49 | $6.00K | 0.00% | +49 | New |
| Cordant, Inc. | 46 | $6.00K | 0.00% | +46 | New |
| Emfo, LLC | 67 | $8.00K | 0.01% | +51+318.8% | Added |
| Institutional & Family Asset Management, LLC | 73 | $9.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 77 | $10.0K | 0.00% | −4−4.9% | Reduced |
| MV Capital Management, Inc. | 81 | $10.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 77 | $10.0K | 0.01% | +1+1.3% | Added |
| Ulland Investment Advisors, LLC | 75 | $10.0K | 0.01% | +75 | New |
| Rise Advisors, LLC | 87 | $11.0K | 0.01% | −34−28.1% | Reduced |
| TFC Financial Management | 87 | $11.0K | 0.00% | +70+411.8% | Added |
| Evolution Advisers, Inc. | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 96 | $12.0K | 0.00% | +8+9.1% | Added |
| St. Johns Investment Management Company, LLC | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $13.0K | 0.01% | +100 | New |
| First Financial Corp | 116 | $15.0K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 116 | $15.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 118 | $15.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 116 | $15.0K | 0.02% | +1+0.9% | Added |
| Guardian Wealth Management, Inc. | 115 | $15.0K | 0.01% | +1+0.9% | Added |
| GoalVest Advisory LLC | 118 | $15.0K | 0.01% | +118 | New |
| TSFG, LLC | 126 | $16.0K | 0.01% | +2+1.6% | Added |
| Pinnacle Bancorp, Inc. | 128 | $16.0K | 0.01% | +128 | New |
| Jackson, Grant Investment Advisers, Inc. | 140 | $18.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 148 | $19.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 150 | $19.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 150 | $19.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 151 | $19.0K | 0.00% | +151 | New |
| Bellevue Asset Management, LLC | 146 | $19.0K | 0.01% | +146 | New |
| Disciplined Investments, LLC | 157 | $20.0K | 0.01% | +4+2.6% | Added |
| West Branch Capital LLC | 171 | $22.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 181 | $23.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 190 | $24.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 200 | $25.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 207 | $26.0K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 210 | $26.0K | 0.02% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $26.0K | 0.00% | 00.0% | Unchanged |
| FAI Wealth Management | 210 | $26.0K | 0.02% | +210 | New |
| Raleigh Capital Management Inc. | 216 | $27.0K | 0.01% | −94−30.3% | Reduced |
| Trust Co | 210 | $27.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 242 | $27.3K | 0.01% | +1+0.4% | Added |
| Beacon Capital Management, LLC | 220 | $28.0K | 0.01% | +220 | New |
| Hartford Financial Management Inc. | 231 | $29.0K | 0.01% | +2+0.9% | Added |
| Citizens National Bank Trust Department | 300 | $30.0K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 2,995 | $31.0K | 0.01% | +2,753+1,137.6% | Added |
| EverSource Wealth Advisors, LLC | 246 | $31.0K | 0.01% | +69+39.0% | Added |
| PFS Partners, LLC | 253 | $32.2K | 0.03% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 265 | $34.0K | 0.02% | −50−15.9% | Reduced |
| HC Financial Advisors Inc | 267 | $34.0K | 0.02% | −33−11.0% | Reduced |
| Kelly Financial Services LLC | 283 | $35.9K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 300 | $38.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 300 | $38.0K | 0.06% | +300 | New |
| Earnest Partners LLC | 313 | $40.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 315 | $40.0K | 0.02% | +190+152.0% | Added |
| AllSquare Wealth Management LLC | 346 | $44.0K | 0.03% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 347 | $44.0K | 0.00% | +223+179.8% | Added |
| Massmutual Trust Co FSB | 352 | $45.0K | 0.00% | +331+1,576.2% | Added |
| Sound Income Strategies, LLC | 400 | $51.0K | 0.01% | −7−1.7% | Reduced |
| Tortoise Investment Management, LLC | 400 | $51.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 400 | $51.0K | 0.02% | +5+1.3% | Added |
| Riverview Trust Co | 436 | $55.0K | 0.04% | +436 | New |
| Charter Oak Capital Management, LLC | 440 | $56.0K | 0.01% | +140+46.7% | Added |
| Carmichael Hill & Associates, Inc. | 452 | $58.0K | 0.03% | +100+28.4% | Added |
| Clean Yield Group | 471 | $60.0K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 470 | $60.0K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 487 | $62.0K | 0.01% | −200−29.1% | Reduced |
| Vestor Capital, LLC | 500 | $63.0K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 500 | $63.0K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 493 | $63.0K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 500 | $63.0K | 0.01% | +500 | New |
| Fortitude Advisory Group L.L.C. | 507 | $64.0K | 0.03% | +5+1.0% | Added |
| Private Capital Group, LLC | 512 | $65.0K | 0.01% | +67+15.1% | Added |
| State of Wyoming | 521 | $66.0K | 0.03% | +31+6.3% | Added |
| Professional Financial Advisors, LLC | 532 | $68.0K | 0.03% | +6+1.1% | Added |
| WFA Asset Management Corp | 543 | $69.0K | 0.05% | +6+1.1% | Added |
| Cypress Capital Management LLC (WY) | 553 | $70.0K | 0.08% | 00.0% | Unchanged |