| PYA Waltman Capital, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 14 | $0 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 3 | $0 | 0.00% | +3 | New |
| GoalVest Advisory LLC | 9 | $0 | 0.00% | +9 | New |
| Stephens Consulting, LLC | 2 | $107 | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 4 | $214 | 0.17% | −3,424−99.9% | Reduced |
| Country Trust Bank | 22 | $1.00K | 0.00% | −173−88.7% | Reduced |
| Macroview Investment Management LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 12 | $1.00K | 0.00% | +1+9.1% | Added |
| Red Cedar Capital, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 12 | $1.00K | 0.00% | +2+20.0% | Added |
| Leelyn Smith, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 24 | $1.00K | 0.00% | +24 | New |
| CFS Investment Advisory Services, LLC | 70,061 | $1.00K | 0.00% | +70,061 | New |
| WestEnd Advisors, LLC | – | $1.23K | 0.00% | – | – |
| Dravo Bay LLC | 33 | $1.76K | 0.00% | +33 | New |
| Aspire Private Capital, LLC | 45 | $2.00K | 0.00% | −239−84.2% | Reduced |
| Versant Capital Management, Inc | 34 | $2.00K | 0.00% | −10−22.7% | Reduced |
| American Research & Management Co. | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 42 | $2.00K | 0.00% | +38+950.0% | Added |
| Rockbridge Investment Management, LCC | 40 | $2.09K | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 50 | $2.67K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 62 | $3.00K | 0.00% | −656−91.4% | Reduced |
| Institutional & Family Asset Management, LLC | 50 | $3.00K | 0.00% | −250−83.3% | Reduced |
| JJJ Advisors Inc. | 58 | $3.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 185 | $3.00K | 0.06% | +185 | New |
| RE Dickinson Investment Advisors, LLC | 54 | $3.00K | 0.00% | +54 | New |
| AlphaMark Advisors, LLC | 83 | $4.00K | 0.00% | −50−37.6% | Reduced |
| Ellevest, Inc. | 77 | $4.00K | 0.00% | −34−30.6% | Reduced |
| NewSquare Capital LLC | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 82 | $4.00K | 0.00% | 00.0% | Unchanged |
| Westchester Capital Management, Inc. | 73 | $4.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 74 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tevis Investment Management | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 79 | $4.00K | 0.00% | +79 | New |
| Capital Advisory Group Advisory Services, LLC | 66 | $4.00K | 0.00% | +66 | New |
| Karlinski Andrew C | 70 | $4.00K | 0.01% | +70 | New |
| Hoertkorn Richard Charles | 100 | $5.00K | 0.00% | −52,510−99.8% | Reduced |
| Disciplined Investments, LLC | 95 | $5.00K | 0.00% | −330−77.6% | Reduced |
| Bogart Wealth, LLC | 98 | $5.00K | 0.00% | −22−18.3% | Reduced |
| JCSD Capital, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Siena Capital LLC | 100 | $5.00K | 0.00% | +100 | New |
| RPg Family Wealth Advisory, LLC | 110 | $5.87K | 0.00% | +110 | New |
| Core Wealth Advisors, Inc. | 120 | $6.00K | 0.00% | −800−87.0% | Reduced |
| Sageworth Trust Co | 112 | $6.00K | 0.00% | −113−50.2% | Reduced |
| Pin Oak Investment Advisors Inc | 115 | $6.00K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 112 | $6.00K | 0.00% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 114 | $6.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 118 | $6.00K | 0.00% | +118 | New |
| McIlrath & Eck, LLC | 114 | $6.00K | 0.00% | +114 | New |
| Toth Financial Advisory Corp | 127 | $7.00K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 125 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 135 | $7.00K | 0.00% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 132 | $7.00K | 0.00% | +132 | New |
| Howe & Rusling Inc | 152 | $8.00K | 0.00% | −7−4.4% | Reduced |
| Corsicana & Co. | 159 | $8.00K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 148 | $8.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 146 | $8.00K | 0.00% | −1−0.7% | Reduced |
| Mach-1 Financial Group, Inc. | 150 | $8.00K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 145 | $8.00K | 0.00% | +70+93.3% | Added |
| Cordant, Inc. | 158 | $8.00K | 0.00% | +158 | New |
| Globeflex Capital L P | 168 | $9.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 180 | $9.63K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 189 | $10.0K | 0.00% | −25−11.7% | Reduced |
| Hoese & Co LLP | 194 | $10.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 187 | $10.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 200 | $10.0K | 0.01% | +97+94.2% | Added |
| Wolff Wiese Magana LLC | 210 | $11.0K | 0.01% | +2+1.0% | Added |
| Strategic Asset Management, LLC | 200 | $11.0K | 0.02% | 00.0% | Unchanged |
| Arrow Financial Corp | 210 | $11.0K | 0.00% | +60+40.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 208 | $11.0K | 0.01% | +208 | New |
| Ten Capital Wealth Advisors, LLC | 231 | $12.0K | 0.01% | +224+3,200.0% | Added |
| Key Financial Inc | 243 | $13.0K | 0.01% | −761−75.8% | Reduced |
| Surevest, LLC | 251 | $13.0K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 243 | $13.0K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 246 | $13.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 241 | $13.0K | 0.00% | +90+59.6% | Added |
| Curi Capital | 277 | $14.0K | 0.00% | −300−52.0% | Reduced |
| Citizens National Bank Trust Department | 290 | $14.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 281 | $14.0K | 0.00% | +6+2.2% | Added |
| Albion Financial Group | 273 | $15.0K | 0.00% | −44−13.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 289 | $15.0K | 0.01% | +261+932.1% | Added |
| Heritage Wealth Management, LLC | 272 | $15.0K | 0.00% | +272 | New |
| American National Bank | 295 | $16.0K | 0.00% | +295 | New |