| Ellevest, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 2 | $0 | 0.00% | +2 | New |
| Cordant, Inc. | 6 | $0 | 0.00% | +6 | New |
| Heritage Wealth Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 12 | $974 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 8 | $1.00K | 0.00% | +8 | New |
| Edge Wealth Management LLC | 15 | $1.00K | 0.00% | +15 | New |
| Cribstone Capital Management, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Filbrandt Wealth Management, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 42 | $3.00K | 0.00% | −177−80.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 31 | $3.00K | 0.00% | −4−11.4% | Reduced |
| USA Financial Portformulas Corp | 31 | $3.00K | 0.00% | −2−6.1% | Reduced |
| Institutional & Family Asset Management, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 42 | $3.00K | 0.00% | +42 | New |
| Logan Capital Management Inc | 45 | $4.00K | 0.00% | −45−50.0% | Reduced |
| Evoke Wealth, LLC | 55 | $4.00K | 0.00% | −27−32.9% | Reduced |
| Sound Income Strategies, LLC | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wealthstreet Investment Advisors, LLC | 63 | $5.00K | 0.14% | −976−93.9% | Reduced |
| Larson Financial Group LLC | 61 | $5.00K | 0.00% | −518−89.5% | Reduced |
| Arcadia Investment Management Corp | 64 | $5.00K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 62 | $5.00K | 0.00% | +62 | New |
| Riverview Trust Co | 72 | $6.00K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 69 | $6.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 90 | $7.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 84 | $7.00K | 0.01% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 16,090 | $8.00K | 0.10% | +425+2.7% | Added |
| Retirement Group, LLC | 103 | $8.00K | 0.00% | +1+1.0% | Added |
| Highlander Capital Management, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 100 | $8.12K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 112 | $9.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 117 | $9.00K | 0.00% | +117 | New |
| Baldwin Brothers Inc | 129 | $10.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 125 | $10.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 124 | $10.0K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 120 | $10.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 125 | $10.0K | 0.01% | +1+0.8% | Added |
| Tompkins Financial Corp | 120 | $10.0K | 0.00% | +120 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 135 | $11.0K | 0.01% | −117−46.4% | Reduced |
| Enterprise Trust & Investment Co | 135 | $11.0K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 155 | $13.0K | 0.00% | +2+1.3% | Added |
| Tradewinds Capital Management, LLC | 155 | $13.0K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 161 | $13.0K | 0.01% | +1+0.6% | Added |
| Founders Capital Management | 173 | $14.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 181 | $15.0K | 0.01% | +23+14.6% | Added |
| Adirondack Trust Co | 177 | $15.0K | 0.01% | +125+240.4% | Added |
| Glen Eagle Advisors, LLC | 190 | $15.4K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 200 | $16.0K | 0.01% | +200 | New |
| Kowal Investment Group, LLC | 201 | $16.0K | 0.01% | +201 | New |
| Baron Financial Group, LLC | 200 | $16.2K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 218 | $17.0K | 0.00% | −576−72.5% | Reduced |
| Sterling Financial Planning, Inc. | 205 | $17.0K | 0.01% | 00.0% | Unchanged |
| NN Investment Partners Holdings N.V. | 222 | $18.0K | 0.00% | −1,476−86.9% | Reduced |
| Carolinas Wealth Consulting LLC | 223 | $18.0K | 0.00% | +1+0.5% | Added |
| Lenox Wealth Advisors, LLC | 234 | $19.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 235 | $19.0K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 237 | $19.0K | 0.00% | +237 | New |
| Meridian Wealth Partners, LLC | 233 | $19.0K | 0.00% | +233 | New |
| Webster Bank, N. A. | 250 | $20.0K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 252 | $20.0K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 249 | $20.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 251 | $20.0K | 0.00% | +63+33.5% | Added |
| Kelly Financial Services LLC | 265 | $21.5K | 0.01% | −21,998−98.8% | Reduced |
| West Oak Capital, LLC | 280 | $23.0K | 0.01% | 00.0% | Unchanged |
| 4Thought Financial Group Inc. | 287 | $23.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 280 | $23.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 285 | $23.0K | 0.01% | +80+39.0% | Added |
| US Asset Management LLC | 280 | $23.0K | 0.02% | +280 | New |
| Catalyst Capital Advisors LLC | 300 | $24.0K | 0.00% | −5−1.6% | Reduced |
| Compagnie Lombard Odier SCmA | 300 | $24.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 294 | $24.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 300 | $24.4K | 0.03% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 312 | $25.0K | 0.01% | +2+0.6% | Added |
| IMA Wealth, Inc. | 318 | $26.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 343 | $27.8K | 0.01% | −71−17.1% | Reduced |
| Eagle Bay Advisors LLC | 353 | $28.0K | 0.02% | −456−56.4% | Reduced |
| Tarbox Family Office, Inc. | 344 | $28.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 349 | $28.3K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 362 | $29.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 365 | $29.6K | 0.01% | +12+3.4% | Added |
| Trust Co | 375 | $30.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 366 | $30.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 400 | $32.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 389 | $32.0K | 0.01% | 00.0% | Unchanged |