| Wolff Wiese Magana LLC | 5 | $841 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5 | $855 | 0.00% | −1−16.7% | Reduced |
| Key Financial Inc | 5 | $886 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $1.18K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 9 | $1.51K | 0.00% | −120−93.0% | Reduced |
| Activest Wealth Management | 9 | $1.51K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 11 | $1.85K | 0.00% | −19−63.3% | Reduced |
| Disciplined Investments, LLC | 12 | $2.02K | 0.00% | −24−66.7% | Reduced |
| My Personal CFO, LLC | 12 | $2.02K | 0.00% | +12 | New |
| Tortoise Investment Management, LLC | 13 | $2.19K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 14 | $2.35K | 0.00% | +14 | New |
| SJS Investment Consulting Inc. | 16 | $2.69K | 0.00% | +8+100.0% | Added |
| Audent Global Asset Management, LLC | 17 | $2.83K | 0.01% | +17 | New |
| American National Bank | 18 | $3.00K | 0.00% | +4+28.6% | Added |
| Atlantic Trust, LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 20 | $3.36K | 0.00% | +20 | New |
| SRS Capital Advisors, Inc. | 20 | $3.38K | 0.00% | −2−9.1% | Reduced |
| HighMark Wealth Management LLC | 21 | $3.53K | 0.00% | −5−19.2% | Reduced |
| Adirondack Trust Co | 23 | $3.87K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 23 | $3.89K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 26 | $4.00K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 24 | $4.04K | 0.00% | +24 | New |
| Red Tortoise LLC | 26 | $4.37K | 0.00% | +26 | New |
| Creative Financial Designs Inc | 26 | $4.39K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 28 | $4.71K | 0.00% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 28 | $4.71K | 0.00% | +28 | New |
| Glass Jacobson Investment Advisors llc | 28 | $4.71K | 0.00% | +28 | New |
| Webster Bank, N. A. | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 30 | $5.00K | 0.00% | +30 | New |
| Thomas J. Herzfeld Advisors, Inc. | 30 | $5.04K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 32 | $5.43K | 0.00% | +32 | New |
| Raffa Wealth Management, LLC | 34 | $5.72K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 35 | $5.89K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 35 | $5.89K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 35 | $5.89K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 35 | $5.89K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 35 | $5.89K | 0.00% | +35 | New |
| First Command Bank | 37 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 37 | $6.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 33 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 37 | $6.22K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 37 | $6.22K | 0.00% | +9+32.1% | Added |
| Princeton Global Asset Management LLC | 42 | $7.00K | 0.00% | +1+2.4% | Added |
| Asset Dedication, LLC | 39 | $7.00K | 0.00% | +6+18.2% | Added |
| Jones Financial Companies LLLP | 40 | $7.00K | 0.00% | +15+60.0% | Added |
| BDO Wealth Advisors, LLC | 43 | $7.23K | 0.00% | −150−77.7% | Reduced |
| Concord Wealth Partners | 45 | $7.49K | 0.00% | +45 | New |
| JFS Wealth Advisors, LLC | 45 | $7.57K | 0.00% | −31−40.8% | Reduced |
| Operose Advisors LLC | 45 | $7.57K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 46 | $7.74K | 0.00% | +28+155.6% | Added |
| Cambridge Trust Co | 50 | $8.00K | 0.00% | −11−18.0% | Reduced |
| Sofos Investments, Inc. | 168 | $8.24K | 0.09% | −2,487−93.7% | Reduced |
| PSI Advisors, LLC | 50 | $8.41K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 50 | $8.41K | 0.00% | +50 | New |
| Ruedi Wealth Management, Inc. | 50 | $8.41K | 0.01% | +50 | New |
| Beacon Capital Management, LLC | 55 | $9.25K | 0.00% | +6+12.2% | Added |
| Lumature Wealth Partners, LLC | 57 | $9.59K | 0.01% | 00.0% | Unchanged |
| City State Bank | 60 | $10.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 60 | $10.1K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 60 | $10.1K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 60 | $10.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 58 | $10.1K | 0.00% | +58 | New |
| Old North State Trust, LLC | 65 | $11.0K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 68 | $11.0K | 0.00% | +68 | New |
| Financial Perspectives, Inc | 67 | $11.3K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 71 | $11.9K | 0.01% | −1−1.4% | Reduced |
| Romano Brothers and Company | 71 | $11.9K | 0.00% | +71 | New |
| Addison Advisors LLC | 75 | $12.5K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 73 | $12.9K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 78 | $13.1K | 0.00% | −74−48.7% | Reduced |
| Versant Capital Management, Inc | 78 | $13.1K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 85 | $14.3K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 85 | $14.3K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 85 | $14.3K | 0.00% | +85 | New |
| Pin Oak Investment Advisors Inc | 92 | $15.0K | 0.02% | 00.0% | Unchanged |
| General Partner, Inc. | 94 | $15.8K | 0.01% | +94 | New |
| Baystate Wealth Management LLC | 94 | $16.0K | 0.00% | +1+1.1% | Added |
| Lee Financial Co | 96 | $16.1K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 100 | $16.8K | 0.01% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 100 | $16.8K | 0.01% | +100 | New |
| Carolinas Wealth Consulting LLC | 100 | $16.9K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 100 | $17.0K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 102 | $17.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 99 | $17.0K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 114 | $19.0K | 0.02% | +4+3.6% | Added |
| CVA Family Office, LLC | 120 | $20.2K | 0.00% | −205−63.1% | Reduced |
| Piscataqua Savings Bank | 120 | $20.2K | 0.02% | 00.0% | Unchanged |
| Emfo, LLC | 122 | $20.5K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 130 | $21.9K | 0.00% | −18−12.2% | Reduced |
| MB, Levis & Associates, LLC | 137 | $23.1K | 0.02% | +137 | New |
| RWM Asset Management, LLC | 140 | $23.5K | 0.01% | +119+566.7% | Added |
| Larson Financial Group LLC | 140 | $23.6K | 0.00% | +14+11.1% | Added |
| Arcadia Investment Management Corp | 150 | $25.2K | 0.01% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 150 | $25.2K | 0.01% | +150 | New |
| GW&K Investment Management, LLC | 152 | $26.0K | 0.00% | +92+153.3% | Added |
| CoreCap Advisors, LLC | 157 | $26.5K | 0.00% | +157 | New |
| Salem Investment Counselors Inc | 154 | $26.6K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 162 | $27.2K | 0.00% | 00.0% | Unchanged |