| Aspire Private Capital, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $850 | 0.00% | – | New |
| Benjamin Edwards Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12 | $2.00K | 0.00% | +1+9.1% | Added |
| Norway Savings Bank | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 8 | $2.00K | 0.00% | +8 | New |
| Advocacy Wealth Management Services, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Wolff Wiese Magana LLC | 9 | $2.00K | 0.00% | +9 | New |
| Longfellow Investment Management Co LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Personal Wealth Partners | 16 | $3.00K | 0.00% | +16 | New |
| Wealth Quarterback LLC | 12 | $3.00K | 0.00% | +12 | New |
| FinTrust Capital Advisors, LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 23 | $5.00K | 0.00% | +12+109.1% | Added |
| Clearstead Advisors, LLC | 23 | $5.00K | 0.00% | +23 | New |
| Savior LLC | 27 | $6.00K | 0.01% | −76−73.8% | Reduced |
| HighMark Wealth Management LLC | 26 | $6.00K | 0.00% | −12−31.6% | Reduced |
| Webster Bank, N. A. | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 30 | $6.00K | 0.00% | +30 | New |
| Tradition Wealth Management, LLC | 26 | $6.00K | 0.00% | +26 | New |
| Trustcore Financial Services, LLC | 35 | $7.00K | 0.00% | −139−79.9% | Reduced |
| Focused Wealth Management, Inc | 35 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 33 | $7.00K | 0.01% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 32 | $7.00K | 0.00% | +32 | New |
| Washington Trust Co | 42 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 37 | $8.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 36 | $8.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 40 | $9.00K | 0.00% | −148−78.7% | Reduced |
| Smith Asset Management Group LP | 42 | $9.00K | 0.00% | −19−31.1% | Reduced |
| Column Capital Advisors, LLC | 43 | $9.00K | 0.00% | −12−21.8% | Reduced |
| Hexavest Inc. | 43 | $9.00K | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 42 | $9.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 41 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 49 | $10.0K | 0.01% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 50 | $11.0K | 0.00% | −25−33.3% | Reduced |
| Jones Financial Companies LLLP | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 52 | $11.0K | 0.00% | +46+766.7% | Added |
| Investment Research & Advisory Group, Inc. | 51 | $11.0K | 0.01% | +51 | New |
| Tradewinds Capital Management, LLC | 57 | $12.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 55 | $12.0K | 0.01% | +55 | New |
| Toth Financial Advisory Corp | 60 | $13.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 64 | $13.6K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 65 | $14.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 65 | $14.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 67 | $14.3K | 0.01% | −13,616−99.5% | Reduced |
| Investors Research Corp | 69 | $15.0K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 74 | $16.0K | 0.02% | +74 | New |
| Atlas Private Wealth Advisors | 75 | $16.0K | 0.01% | +75 | New |
| JNBA Financial Advisors | 78 | $17.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 85 | $18.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 85 | $18.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 90 | $19.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 90 | $19.0K | 0.00% | +1+1.1% | Added |
| Versant Capital Management, Inc | 101 | $21.0K | 0.01% | −137−57.6% | Reduced |
| TSFG, LLC | 98 | $21.0K | 0.01% | +13+15.3% | Added |
| Resolute Partners Group | 98 | $21.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 100 | $21.0K | 0.00% | +70+233.3% | Added |
| Baron Financial Group, LLC | 100 | $21.3K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 106 | $22.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 106 | $22.0K | 0.01% | +48+82.8% | Added |
| TCI Wealth Advisors, Inc. | 108 | $23.0K | 0.00% | +7+6.9% | Added |
| Sageworth Trust Co | 115 | $24.0K | 0.00% | −264−69.7% | Reduced |
| Capital Directions Investment Advisors, LLC | 115 | $24.0K | 0.01% | +115 | New |
| Jackson, Grant Investment Advisers, Inc. | 119 | $25.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 120 | $26.0K | 0.00% | −25−17.2% | Reduced |
| Emfo, LLC | 122 | $26.0K | 0.02% | +122 | New |
| Cascade Investment Advisors, Inc. | 125 | $26.6K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 125 | $27.0K | 0.01% | 00.0% | Unchanged |
| Security National Trust Co | 127 | $27.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 132 | $28.0K | 0.03% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 130 | $28.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Corp | 141 | $29.0K | 0.00% | +3+2.2% | Added |
| Solstein Capital, LLC | 137 | $29.0K | 0.04% | 00.0% | Unchanged |
| QVR LLC | 138 | $29.0K | 0.07% | +109+375.9% | Added |
| JJJ Advisors Inc. | 147 | $31.0K | 0.01% | +30+25.6% | Added |
| Tarbox Family Office, Inc. | 158 | $34.0K | 0.01% | −32−16.8% | Reduced |
| Earnest Partners LLC | 162 | $34.0K | 0.00% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $35.0K | 0.04% | – | – |
| Private Capital Group, LLC | 164 | $35.0K | 0.01% | +23+16.3% | Added |
| Motco | 172 | $37.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 181 | $38.0K | 0.01% | +1+0.6% | Added |
| RE Advisers Corp | 177 | $38.0K | 0.00% | +177 | New |
| Rockbridge Investment Management, LCC | 185 | $39.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 181 | $39.0K | 0.01% | 00.0% | Unchanged |