| St. Johns Investment Management Company, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $241 | 0.00% | – | New |
| Cascade Investment Advisors, Inc. | 10 | $301 | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 16 | $483 | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 24 | $1.00K | 0.00% | −34,374−99.9% | Reduced |
| Mach-1 Financial Group, Inc. | 64 | $1.00K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 22 | $1.00K | 0.02% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 35 | $1.00K | 0.00% | +1+2.9% | Added |
| USA Financial Portformulas Corp | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 49 | $1.00K | 0.00% | +49 | New |
| Tucker Asset Management LLC | 50 | $1.51K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 80 | $2.00K | 0.00% | +1+1.3% | Added |
| Atlas Private Wealth Advisors | 78 | $2.00K | 0.00% | −19−19.6% | Reduced |
| First Bank & Trust | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 67 | $2.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 77 | $2.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 61 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 74 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 69 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 75 | $2.00K | 0.00% | +75 | New |
| CNB Bank | 59 | $2.00K | 0.00% | +59 | New |
| Alaethes Wealth LLC | 50 | $2.00K | 0.00% | +50 | New |
| Ancora Advisors, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 105 | $3.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 115 | $3.00K | 0.00% | +115 | New |
| Kelly Financial Services LLC | 91,405 | $3.03K | 0.12% | +88,406+2,947.8% | Added |
| Baldwin Brothers Inc | 125 | $4.00K | 0.00% | 00.0% | Unchanged |
| Personal Wealth Partners | 126 | $4.00K | 0.00% | +126 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 126 | $4.00K | 0.00% | +126 | New |
| JFS Wealth Advisors, LLC | 176 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 168 | $5.00K | 0.00% | +1+0.6% | Added |
| Summit Wealth Group, LLC | 150 | $5.00K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 156 | $5.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 164 | $5.00K | 0.00% | +55+50.5% | Added |
| TD Ameritrade Investment Management, LLC | 155 | $5.00K | 0.00% | +155 | New |
| Jones Financial Companies LLLP | 200 | $6.00K | 0.00% | −272−57.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 189 | $6.00K | 0.00% | −150−44.2% | Reduced |
| Clear Investment Research, LLC | 207 | $6.00K | 0.01% | +1+0.5% | Added |
| Hartford Financial Management Inc. | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 197 | $6.00K | 0.00% | −1−0.5% | Reduced |
| Cowen Prime Services LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 203 | $6.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 189 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 184 | $6.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $6.00K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 200 | $6.00K | 0.00% | +200 | New |
| Ford Financial Group, LLC | 228 | $6.00K | 0.00% | +228 | New |
| Cowen Prime Advisors LLC | 200 | $6.00K | 0.00% | +200 | New |
| Norway Savings Bank | 233 | $7.00K | 0.00% | −845−78.4% | Reduced |
| Harbor Investment Advisory, LLC | 243 | $7.00K | 0.00% | −25−9.3% | Reduced |
| Atwood & Palmer Inc | 236 | $7.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 227 | $7.00K | 0.00% | +227 | New |
| Column Capital Advisors, LLC | 221 | $7.00K | 0.00% | +221 | New |
| Wealth Quarterback LLC | 231 | $7.00K | 0.00% | +231 | New |
| Benjamin F. Edwards & Company, Inc. | 264 | $8.00K | 0.00% | +9+3.5% | Added |
| Plante Moran Financial Advisors, LLC | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 304 | $9.00K | 0.01% | +2+0.7% | Added |
| Savior LLC | 285 | $9.00K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 283 | $9.00K | 0.01% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 288 | $9.00K | 0.00% | +288 | New |
| Clearview Wealth Advisors LLC | 339 | $10.0K | 0.01% | −592−63.6% | Reduced |
| Raffa Wealth Management, LLC | 354 | $10.7K | 0.00% | −34−8.8% | Reduced |
| First Financial Corp | 380 | $11.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 375 | $11.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 350 | $11.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 385 | $11.0K | 0.00% | +385 | New |
| Lake Point Wealth Management | 377 | $11.0K | 0.01% | +377 | New |
| Disciplined Investments, LLC | 400 | $12.0K | 0.01% | −524−56.7% | Reduced |
| Roble, Belko & Company, Inc | 400 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 400 | $12.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 410 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 380 | $12.0K | 0.01% | +80+26.7% | Added |
| Financial Perspectives, Inc | 401 | $12.1K | 0.01% | −12,331−96.9% | Reduced |
| Delta Asset Management LLC | 426 | $13.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 450 | $13.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 438 | $13.0K | 0.00% | +179+69.1% | Added |
| First Horizon Corp | 490 | $14.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 472 | $14.0K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 463 | $14.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 481 | $14.0K | 0.00% | +22+4.8% | Added |
| HWG Holdings LP | 455 | $14.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 456 | $14.0K | 0.00% | +46+11.2% | Added |
| MCF Advisors LLC | 453 | $14.0K | 0.00% | +378+504.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 473 | $14.0K | 0.00% | +473 | New |
| Global Strategic Investment Solutions, LLC | – | $14.0K | 0.00% | – | New |
| Pacitti Group Inc. | 500 | $15.0K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 500 | $15.0K | 0.00% | +500 | New |
| Eagle Bay Advisors LLC | 482 | $16.0K | 0.01% | +482 | New |
| Tradition Wealth Management, LLC | 572 | $17.0K | 0.00% | +1+0.2% | Added |
| Red Door Wealth Management, LLC | 593 | $17.0K | 0.01% | +593 | New |