| Hanson & Doremus Investment Management | 1,117 | $104.0K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 14,912 | $103.7K | 0.02% | +102+0.7% | Added |
| Abound Wealth Management | 1,100 | $102.2K | 0.05% | +393+55.6% | Added |
| Bell Investment Advisors, Inc | 1,082 | $100.5K | 0.02% | −25−2.3% | Reduced |
| Solstein Capital, LLC | 1,070 | $99.4K | 0.09% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,055 | $98.0K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,040 | $96.6K | 0.02% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 1,000 | $92.9K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 993 | $92.3K | 0.05% | +3+0.3% | Added |
| New England Capital Financial Advisors LLC | 984 | $91.4K | 0.06% | +3+0.3% | Added |
| Studio Investment Management LLC | 981 | $91.2K | 0.03% | +469+91.6% | Added |
| City State Bank | 950 | $88.0K | 0.05% | 00.0% | Unchanged |
| James Investment Research Inc | 941 | $87.0K | 0.01% | −60−6.0% | Reduced |
| SRS Capital Advisors, Inc. | 918 | $85.3K | 0.01% | +2+0.2% | Added |
| Cary Street Partners Asset Management LLC | 910 | $84.6K | 0.02% | 00.0% | Unchanged |
| Horan Securities, Inc. | 907 | $84.3K | 0.04% | +1+0.1% | Added |
| Coastal Capital Group, Inc. | 884 | $82.1K | 0.02% | −131−12.9% | Reduced |
| Mascoma Wealth Management LLC | 840 | $79.6K | 0.02% | 00.0% | Unchanged |
| Earnest Partners LLC | 841 | $78.1K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 837 | $77.8K | 0.06% | +837 | New |
| DecisionPoint Financial, LLC | 805 | $74.8K | 0.04% | +180+28.8% | Added |
| Stuart Chaussee & Associates, Inc. | 800 | $74.3K | 0.03% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 800 | $74.3K | 0.06% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 790 | $73.4K | 0.02% | 00.0% | Unchanged |
| Natixis Investment Managers International | 783 | $72.8K | 0.01% | +783 | New |
| Kelly Lawrence W & Associates Inc | 766 | $71.2K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 761 | $70.7K | 0.05% | +8+1.1% | Added |
| Core Wealth Advisors, Inc. | 750 | $69.7K | 0.03% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 719 | $66.8K | 0.03% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 650 | $60.4K | 0.05% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 648 | $60.2K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 644 | $60.0K | 0.04% | 00.0% | Unchanged |
| RFP Financial Group LLC | 630 | $58.5K | 0.07% | −2,150−77.3% | Reduced |
| Gables Capital Management Inc. | 620 | $57.6K | 0.04% | +12+2.0% | Added |
| Dividend Assets Capital, LLC | 703 | $57.0K | 0.01% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 610 | $56.7K | 0.04% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 608 | $56.5K | 0.02% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 600 | $56.4K | 0.05% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 600 | $55.8K | 0.02% | +600 | New |
| Centiva Capital, LP | 592 | $55.0K | 0.00% | +592 | New |
| Delos Wealth Advisors, LLC | 590 | $54.8K | 0.07% | 00.0% | Unchanged |
| First Community Trust NA | 583 | $54.2K | 0.06% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 546 | $50.7K | 0.02% | +546 | New |
| DT Investment Partners, LLC | 526 | $49.9K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 526 | $48.8K | 0.02% | +526 | New |
| Pathway Financial Advisers, LLC | 514 | $47.8K | 0.02% | +1+0.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 500 | $46.5K | 0.03% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 500 | $46.5K | 0.05% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 500 | $46.5K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 486 | $45.2K | 0.04% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 477 | $44.3K | 0.07% | 00.0% | Unchanged |
| PSI Advisors, LLC | 448 | $41.6K | 0.02% | +1+0.2% | Added |
| Tanglewood Legacy Advisors, LLC | 433 | $40.2K | 0.03% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 430 | $40.0K | 0.03% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 427 | $39.7K | 0.02% | +400+1,481.5% | Added |
| True Wealth Design, LLC | 421 | $39.1K | 0.02% | +400+1,904.8% | Added |
| Johnson Midwest Financial, LLC | 421 | $39.1K | 0.06% | +2+0.5% | Added |
| Steward Financial Group LLC | 420 | $39.0K | 0.01% | +84+25.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 418 | $38.8K | 0.02% | −2−0.5% | Reduced |
| Accel Wealth Management | 412 | $38.3K | 0.02% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 404 | $38.0K | 0.04% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 406 | $37.7K | 0.04% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 403 | $37.4K | 0.01% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 394 | $37.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 386 | $36.9K | 0.02% | −15−3.7% | Reduced |
| Atlantic Trust, LLC | 393 | $36.5K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 380 | $35.0K | 0.03% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 365 | $33.9K | 0.01% | −2−0.5% | Reduced |
| Cohen & Steers, Inc. | 349 | $32.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 341 | $31.7K | 0.00% | +341 | New |
| Chesapeake Asset Management LLC | 330 | $30.7K | 0.03% | +330 | New |
| IMA Wealth, Inc. | 328 | $30.5K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 326 | $30.3K | 0.00% | +326 | New |
| Investment Research & Advisory Group, Inc. | 323 | $30.0K | 0.02% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 300 | $27.9K | 0.05% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 300 | $27.9K | 0.02% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 298 | $27.7K | 0.00% | +132+79.5% | Added |
| Ogorek Anthony Joseph | 298 | $27.0K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 290 | $26.9K | 0.00% | −11,385−97.5% | Reduced |
| NewSquare Capital LLC | 283 | $26.3K | 0.00% | +253+843.3% | Added |
| TD Ameritrade Investment Management, LLC | 277 | $26.0K | 0.00% | −193−41.1% | Reduced |
| Luken Investment Analytics, LLC | 272 | $25.3K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 271 | $25.2K | 0.01% | +71+35.5% | Added |
| Stephenson National Bank & Trust | 270 | $25.1K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 262 | $24.3K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 240 | $23.0K | 0.01% | −47−16.4% | Reduced |
| Rocky Mountain Advisers, LLC | 252 | $23.0K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 232 | $22.0K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 220 | $20.0K | 0.01% | 00.0% | Unchanged |
| Sturgeon Ventures LLP | 215 | $20.0K | 0.03% | +215 | New |
| Orion Capital Management LLC | 209 | $19.4K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 208 | $19.3K | 0.01% | +8+4.0% | Added |
| Strengthening Families & Communities, LLC | 200 | $19.0K | 0.02% | +200 | New |
| Lowe Wealth Advisors, LLC | 200 | $18.6K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $18.6K | 0.02% | – | – |
| Intelligent Financial Strategies | 200 | $18.6K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 200 | $18.6K | 0.00% | +200 | New |
| Barrett & Company, Inc. | 195 | $18.1K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 191 | $18.0K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 189 | $17.6K | 0.01% | +189 | New |