| SOA Wealth Advisors, LLC. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 29 | $1.00K | 0.00% | −1,181−97.6% | Reduced |
| USA Financial Portformulas Corp | 13 | $1.00K | 0.00% | −50−79.4% | Reduced |
| Corbenic Partners LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 22 | $1.00K | 0.00% | +1+4.8% | Added |
| First Bank & Trust | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 16 | $1.00K | 0.00% | −16−50.0% | Reduced |
| Rise Advisors, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 18 | $1.00K | 0.00% | +18 | New |
| Tradewinds Capital Management, LLC | 25 | $1.00K | 0.00% | +25 | New |
| Retirement Group, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 26 | $1.29K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 50 | $2.00K | 0.00% | −302−85.8% | Reduced |
| Bogart Wealth, LLC | 48 | $2.00K | 0.00% | −103−68.2% | Reduced |
| First Financial Corp | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 45 | $2.00K | 0.00% | +19+73.1% | Added |
| Lee Financial Co | 48 | $2.00K | 0.00% | +48 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 50 | $2.00K | 0.00% | +50 | New |
| Burleson & Company, LLC | 32 | $2.00K | 0.00% | +32 | New |
| GoalVest Advisory LLC | 48 | $2.00K | 0.00% | +48 | New |
| Salem Investment Counselors Inc | 65 | $3.00K | 0.00% | −60−48.0% | Reduced |
| Baldwin Brothers Inc | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 52 | $3.00K | 0.00% | +1+2.0% | Added |
| American National Bank | 53 | $3.00K | 0.00% | +53 | New |
| Dravo Bay LLC | 78 | $3.88K | 0.00% | +78 | New |
| Sugarloaf Wealth Management, LLC | 71 | $4.00K | 0.00% | −70−49.6% | Reduced |
| Center for Financial Planning, Inc. | 86 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| FAI Wealth Management | 100 | $4.00K | 0.00% | +100 | New |
| Archer Investment Corp | 100 | $4.77K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 95 | $5.00K | 0.00% | +26+37.7% | Added |
| Schubert & Co | 99 | $5.00K | 0.01% | +30+43.5% | Added |
| Hoey Investments, Inc | 100 | $5.00K | 0.00% | +100 | New |
| RE Dickinson Investment Advisors, LLC | 100 | $5.00K | 0.00% | +100 | New |
| Global Financial Private Client, LLC | 100 | $5.10K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 103 | $5.12K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 108 | $5.37K | 0.00% | 00.0% | Unchanged |
| Systematic Financial Management LP | 115 | $6.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 116 | $6.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 123 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 126 | $6.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 120 | $6.00K | 0.00% | +19+18.8% | Added |
| MUFG Americas Holdings Corp | 131 | $7.00K | 0.00% | −194−59.7% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 145 | $7.00K | 0.00% | +145 | New |
| Strategic Asset Management, LLC | 166 | $8.00K | 0.01% | +40+31.7% | Added |
| Jones Financial Companies LLLP | 167 | $8.00K | 0.00% | +167 | New |
| Mascoma Wealth Management LLC | 160 | $8.00K | 0.00% | +160 | New |
| Cordant, Inc. | 156 | $8.00K | 0.00% | +156 | New |
| Win Advisors, Inc | 157 | $8.00K | 0.00% | +157 | New |
| Antonetti Capital Management LLC | 182 | $9.00K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 182 | $9.00K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 177 | $9.00K | 0.00% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 224 | $9.00K | 0.00% | +224 | New |
| Tortoise Investment Management, LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $10.0K | 0.01% | +50+33.3% | Added |
| JJJ Advisors Inc. | 209 | $10.0K | 0.00% | +171+450.0% | Added |
| GW&K Investment Management, LLC | 201 | $10.0K | 0.00% | +201 | New |
| Joseph P. Lucia & Associates, LLC | 200 | $10.0K | 0.01% | +200 | New |
| Tevis Investment Management | 230 | $11.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 225 | $11.0K | 0.01% | +225 | New |
| Operose Advisors LLC | 230 | $11.0K | 0.01% | +230 | New |
| Tucker Asset Management LLC | 255 | $12.7K | 0.00% | +171+203.6% | Added |
| Prestige Wealth Management Group LLC | 271 | $13.0K | 0.00% | −102−27.3% | Reduced |
| Peoples Financial Services Corp. | 268 | $13.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 280 | $14.0K | 0.00% | −18−6.0% | Reduced |
| AlphaMark Advisors, LLC | 275 | $14.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 300 | $14.0K | 0.00% | +300 | New |
| Rockbridge Investment Management, LCC | 275 | $14.0K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 300 | $15.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 312 | $16.0K | 0.00% | −428−57.8% | Reduced |
| Pflug Koory, LLC | 324 | $16.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 312 | $16.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 350 | $17.0K | 0.00% | 00.0% | Unchanged |
| Nauset Wealth Management. LLC | 335 | $17.0K | 0.01% | +335 | New |
| Fieldpoint Private Securities, LLC | 361 | $18.0K | 0.00% | +50+16.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 355 | $18.1K | 0.00% | −833−70.1% | Reduced |
| Arlington Partners LLC | 378 | $19.0K | 0.01% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $19.0K | 0.01% | – | – |
| Toth Financial Advisory Corp | 380 | $19.0K | 0.00% | +80+26.7% | Added |
| Anchor Investment Management, LLC | 400 | $19.9K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 403 | $20.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 414 | $21.0K | 0.00% | +1+0.2% | Added |
| Community Bank, N.A. | 450 | $22.0K | 0.00% | +50+12.5% | Added |
| EverSource Wealth Advisors, LLC | 427 | $22.0K | 0.01% | +108+33.9% | Added |
| Sutton Wealth Advisors Inc. | 454 | $22.6K | 0.01% | +77+20.4% | Added |
| GPS Wealth Strategies Group, LLC | 454 | $23.0K | 0.01% | +88+24.0% | Added |
| American Research & Management Co. | 460 | $23.0K | 0.01% | +460 | New |
| Tacita Capital Inc | 460 | $23.0K | 0.01% | +460 | New |
| Freedman Financial Associates, Inc. | 466 | $24.0K | 0.02% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 491 | $24.4K | 0.01% | +491 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 500 | $25.0K | 0.00% | −33,600−98.5% | Reduced |
| Assetmark, Inc | 505 | $25.0K | 0.00% | −516−50.5% | Reduced |
| Smith Group Asset Management, LLC | 506 | $25.0K | 0.00% | +23+4.8% | Added |
| MV Capital Management, Inc. | 511 | $25.0K | 0.00% | +108+26.8% | Added |
| St. Johns Investment Management Company, LLC | 512 | $25.0K | 0.01% | +512 | New |
| FNY Investment Advisers, LLC | 540 | $26.0K | 0.02% | +500+1,250.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 522 | $26.0K | 0.00% | +522 | New |
