| SOA Wealth Advisors, LLC. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 5 | $0 | 0.00% | +5 | New |
| Rise Advisors, LLC | 18 | $757 | 0.00% | +18 | New |
| Asset Dedication, LLC | 31 | $1.00K | 0.00% | −39−55.7% | Reduced |
| ClariVest Asset Management LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 40 | $1.00K | 0.00% | +20+100.0% | Added |
| Capital Advisors, Ltd. LLC | 21 | $1.00K | 0.00% | +21 | New |
| First Bank & Trust | 22 | $1.00K | 0.00% | +22 | New |
| Sound Income Strategies, LLC | 32 | $1.00K | 0.00% | +32 | New |
| Old North State Trust, LLC | 14 | $1.00K | 0.00% | +14 | New |
| Curi Capital | 34 | $1.00K | 0.00% | +34 | New |
| Cassady Schiller Wealth Management, LLC | 25 | $1.00K | 0.00% | +25 | New |
| Bivin & Associates, Inc. | 26 | $1.00K | 0.00% | +26 | New |
| Raffa Wealth Management, LLC | 26 | $1.08K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 57 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 51 | $2.00K | 0.00% | −1−1.9% | Reduced |
| JJJ Advisors Inc. | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 36 | $2.00K | 0.00% | +36 | New |
| Paragon Capital Management Ltd | 40 | $2.00K | 0.00% | +40 | New |
| SJS Investment Consulting Inc. | 38 | $2.00K | 0.00% | +38 | New |
| Solstein Capital, LLC | 60 | $3.00K | 0.00% | −1,000−94.3% | Reduced |
| USA Financial Portformulas Corp | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 69 | $3.00K | 0.00% | +59+590.0% | Added |
| Sierra Capital LLC | 80 | $3.00K | 0.00% | +80 | New |
| Schubert & Co | 69 | $3.00K | 0.00% | +69 | New |
| Tucker Asset Management LLC | 84 | $3.50K | 0.00% | 00.0% | Unchanged |
| Motco | 89 | $4.00K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 101 | $4.00K | 0.00% | +1+1.0% | Added |
| Savior LLC | 101 | $4.00K | 0.00% | +1+1.0% | Added |
| TD Capital Management LLC | 100 | $4.00K | 0.00% | +90+900.0% | Added |
| FSB Premier Wealth Management, Inc. | 100 | $4.00K | 0.00% | +100 | New |
| Core Alternative Capital | 103 | $4.00K | 0.00% | +103 | New |
| Center for Financial Planning, Inc. | 86 | $4.00K | 0.00% | +86 | New |
| Masso Torrence Wealth Management Inc. | 104 | $4.00K | 0.00% | +104 | New |
| Global Financial Private Client, LLC | 100 | $4.17K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 100 | $4.17K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 103 | $4.30K | 0.00% | +103 | New |
| Kelly Financial Services LLC | 108 | $4.51K | 0.00% | +108 | New |
| Cedar Mountain Advisors, LLC | 126 | $5.00K | 0.00% | −150−54.3% | Reduced |
| Salem Investment Counselors Inc | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| Systematic Financial Management LP | 115 | $5.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 123 | $5.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 116 | $5.00K | 0.00% | +116 | New |
| Standard Family Office LLC | 119 | $5.00K | 0.04% | +119 | New |
| Rosenberg Matthew Hamilton | 109 | $5.00K | 0.00% | +109 | New |
| Strategic Asset Management, LLC | 126 | $5.00K | 0.01% | +126 | New |
| Ahl Investment Management, Inc. | 114 | $5.00K | 0.00% | +114 | New |
| Sugarloaf Wealth Management, LLC | 141 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 151 | $6.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 150 | $6.00K | 0.00% | +150 | New |
| Howe & Rusling Inc | 177 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 182 | $8.00K | 0.01% | +1+0.6% | Added |
| HighMark Wealth Management LLC | 182 | $8.00K | 0.01% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 195 | $8.00K | 0.01% | +195 | New |
| Tevis Investment Management | 230 | $9.00K | 0.01% | +230 | New |
| Stephens Consulting, LLC | 238 | $9.93K | 0.01% | +238 | New |
| Truvestments Capital LLC | 250 | $10.0K | 0.01% | −350−58.3% | Reduced |
| Pinnacle Bancorp, Inc. | 249 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 228 | $10.0K | 0.00% | +54+31.0% | Added |
| Peoples Financial Services Corp. | 268 | $11.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 275 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 275 | $11.0K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 278 | $11.0K | 0.00% | +278 | New |
| Bedel Financial Consulting, Inc. | 298 | $12.0K | 0.00% | +118+65.6% | Added |
| Andrew Hill Investment Advisors, Inc. | 300 | $12.0K | 0.01% | +300 | New |
| Toth Financial Advisory Corp | 300 | $13.0K | 0.00% | −88−22.7% | Reduced |
| FourThought Financial, LLC | 312 | $13.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 311 | $13.0K | 0.00% | +110+54.7% | Added |
| Norwood Financial Corp | 300 | $13.0K | 0.02% | +300 | New |
| EverSource Wealth Advisors, LLC | 319 | $13.0K | 0.00% | +319 | New |
| Pflug Koory, LLC | 324 | $14.0K | 0.01% | −200−38.2% | Reduced |
| MUFG Americas Holdings Corp | 325 | $14.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 350 | $15.0K | 0.00% | −496−58.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 366 | $15.0K | 0.00% | −200−35.3% | Reduced |
| Prestige Wealth Management Group LLC | 373 | $15.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 348 | $15.0K | 0.00% | +348 | New |
| Concord Wealth Partners | 352 | $15.0K | 0.00% | +352 | New |
| Sutton Wealth Advisors Inc. | 377 | $15.7K | 0.01% | +50+15.3% | Added |
| Holloway Wealth Management, LLC | – | $16.0K | 0.00% | – | – |
| Arlington Partners LLC | 378 | $16.0K | 0.00% | +378 | New |
| Castle Financial & Retirement Planning Associates, Inc. | 400 | $16.0K | 0.05% | +400 | New |
| Anchor Investment Management, LLC | 400 | $16.7K | 0.00% | +400 | New |
| MV Capital Management, Inc. | 403 | $17.0K | 0.00% | −963−70.5% | Reduced |
| Clearstead Advisors, LLC | 413 | $17.0K | 0.00% | +1+0.2% | Added |
| Community Bank, N.A. | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 403 | $17.0K | 0.00% | +403 | New |
| Capstone Investment Advisors, LLC | 422 | $18.0K | 0.00% | −277,584−99.8% | Reduced |
| Freedman Financial Associates, Inc. | 466 | $19.0K | 0.01% | −234−33.4% | Reduced |
| Smith Group Asset Management, LLC | 483 | $20.0K | 0.00% | +80+19.9% | Added |
| Pinnacle Financial Partners Inc | 514 | $21.0K | 0.00% | +169+49.0% | Added |
| Elmwood Wealth Management, Inc. | 500 | $21.0K | 0.01% | +500 | New |
| West Paces Advisors Inc. | 527 | $22.0K | 0.01% | +195+58.7% | Added |
| Signet Financial Management, LLC | 557 | $23.0K | 0.00% | +557 | New |
| Reilly Financial Advisors, LLC | 579 | $24.0K | 0.00% | −322−35.7% | Reduced |
| Adirondack Trust Co | 575 | $24.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 570 | $24.0K | 0.00% | +570 | New |
| Manchester Capital Management LLC | 600 | $25.0K | 0.00% | 00.0% | Unchanged |