| 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 |
| Addison Advisors LLC | 12 | $0 | 0.00% | +12 | New |
| WestEnd Advisors, LLC | – | $218 | 0.00% | – | – |
| Cascade Investment Advisors, Inc. | 10 | $273 | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 50 | $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 | 0.03% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 49 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 40 | $1.00K | 0.00% | +40 | New |
| Tucker Asset Management LLC | 50 | $1.52K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 77 | $2.00K | 0.00% | −150−66.1% | Reduced |
| ClariVest Asset Management LLC | 69 | $2.00K | 0.00% | −46−40.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 59 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 78 | $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 |
| Consolidated Planning Corp | 71 | $2.00K | 0.00% | +71 | New |
| Baldwin Brothers Inc | 125 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 126 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, 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 |
| Certified Advisory Corp | 102 | $3.00K | 0.00% | +102 | New |
| Filbrandt Wealth Management, LLC | 92 | $3.00K | 0.00% | +92 | New |
| True Link Financial Advisors, LLC | 100 | $3.00K | 0.00% | +100 | New |
| Carolinas Wealth Consulting LLC | 157 | $4.00K | 0.00% | +1+0.6% | Added |
| Gerber Kawasaki Wealth & Investment Management | 150 | $4.00K | 0.00% | +150 | New |
| Jones Financial Companies LLLP | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 197 | $5.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 189 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 165 | $5.00K | 0.00% | +1+0.6% | Added |
| Bollard Group LLC | 169 | $5.00K | 0.00% | +1+0.6% | Added |
| Lee Financial Co | 190 | $5.00K | 0.00% | +115+153.3% | Added |
| Atwood & Palmer Inc | 236 | $6.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 222 | $6.00K | 0.00% | +1+0.5% | Added |
| Norway Savings Bank | 233 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 209 | $6.00K | 0.01% | +2+1.0% | Added |
| Retirement Group, LLC | 203 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 243 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 233 | $7.00K | 0.00% | +2+0.9% | Added |
| Syverson Strege & Co | 272 | $7.00K | 0.01% | +192+240.0% | Added |
| Plante Moran Financial Advisors, LLC | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 283 | $8.00K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 306 | $8.00K | 0.01% | +2+0.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 294 | $8.00K | 0.00% | +30+11.4% | Added |
| PFG Private Wealth Management, LLC | 305 | $8.00K | 0.00% | +305 | New |
| Massmutual Trust Co FSB | 347 | $9.00K | 0.00% | −109−23.9% | Reduced |
| Clearview Wealth Advisors LLC | 340 | $9.00K | 0.01% | +1+0.3% | Added |
| Total Clarity Wealth Management, Inc. | 320 | $9.00K | 0.00% | +320 | New |
| Better Money Decisions, LLC | 316 | $9.00K | 0.01% | +316 | New |
| First Financial Corp | 380 | $10.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 375 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 377 | $10.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 350 | $10.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 362 | $10.0K | 0.00% | +327+934.3% | Added |
| Financial Perspectives, Inc | 401 | $11.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 400 | $11.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 400 | $11.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 410 | $11.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 436 | $11.9K | 0.00% | +82+23.2% | Added |
| Front Row Advisors LLC | 450 | $12.0K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 436 | $12.0K | 0.01% | +36+9.0% | Added |
| American State Bank (Iowa) | 450 | $12.3K | 0.01% | +450 | New |
| Creative Financial Designs Inc | 486 | $13.0K | 0.00% | −300−38.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 473 | $13.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 482 | $13.0K | 0.00% | +1+0.2% | Added |
| Resolute Partners Group | 472 | $13.0K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 463 | $13.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 510 | $13.0K | 0.00% | +125+32.5% | Added |
| Pacitti Group Inc. | 500 | $14.0K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 499 | $14.0K | 0.00% | +46+10.2% | Added |
| SOA Wealth Advisors, LLC. | 578 | $15.0K | 0.00% | +140+32.0% | Added |
| Spectrum Management Group, LLC | 533 | $15.0K | 0.00% | +245+85.1% | Added |
| Motco | 563 | $15.0K | 0.00% | +563 | New |
| Tradition Wealth Management, LLC | 572 | $16.0K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 606 | $17.0K | 0.02% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 664 | $18.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 667 | $18.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 660 | $18.0K | 0.01% | +476+258.7% | Added |
| Sterling Financial Planning, Inc. | 642 | $18.0K | 0.01% | +642 | New |
| Exane Derivatives | 692 | $18.9K | 0.00% | −3,021−81.4% | Reduced |
| Institutional & Family Asset Management, LLC | 699 | $19.0K | 0.00% | +4+0.6% | Added |
| Bogart Wealth, LLC | 687 | $19.0K | 0.00% | +2+0.3% | Added |
| Carmichael Hill & Associates, Inc. | 708 | $19.0K | 0.01% | +4+0.6% | Added |