| Ellevest, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 10 | $898 | 0.00% | +10 | New |
| Bell Investment Advisors, Inc | 15 | $1.00K | 0.00% | −47−75.8% | Reduced |
| JJJ Advisors Inc. | 13 | $1.00K | 0.00% | −10−43.5% | Reduced |
| Hanson & Doremus Investment Management | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 15 | $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 |
| Cribstone Capital Management, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | +7 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 14 | $1.00K | 0.00% | +14 | New |
| Howe & Rusling Inc | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 23 | $2.00K | 0.00% | +23 | New |
| Center for Financial Planning, Inc. | 18 | $2.00K | 0.00% | +18 | New |
| KB Financial Partners, LLC | 24 | $2.00K | 0.00% | +24 | New |
| Carroll Investors, Inc | 29 | $2.00K | 0.00% | +29 | New |
| Raffa Wealth Management, LLC | 30 | $2.67K | 0.00% | +18+150.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 30 | $3.00K | 0.00% | −1−3.2% | Reduced |
| Pacifica Partners Inc. | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 39 | $3.00K | 0.00% | +39 | New |
| McDonald Partners LLC | 40 | $3.56K | 0.00% | −4,435−99.1% | Reduced |
| Absolute Capital Management, LLC | 40 | $3.56K | 0.00% | +40 | New |
| Logan Capital Management Inc | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 52 | $5.00K | 0.00% | −125−70.6% | Reduced |
| Evoke Wealth, LLC | 60 | $5.00K | 0.00% | +5+9.1% | Added |
| IronBridge Private Wealth, LLC | 51 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 55 | $5.00K | 0.00% | +55 | New |
| Riverview Trust Co | 72 | $6.00K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 64 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wealthstreet Investment Advisors, LLC | 63 | $6.00K | 0.15% | 00.0% | Unchanged |
| Larson Financial Group LLC | 62 | $6.00K | 0.00% | +1+1.6% | Added |
| DB Wealth Management Group, LLC | 65 | $6.00K | 0.00% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 69 | $6.00K | 0.00% | +69 | New |
| Optiver Holding B.V. | 65 | $6.00K | 0.00% | +65 | New |
| Amplius Wealth Advisors, LLC | 78 | $6.00K | 0.00% | +78 | New |
| Ulland Investment Advisors, LLC | 64 | $6.00K | 0.00% | +64 | New |
| Stuart Chaussee & Associates, Inc. | 84 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 84 | $7.00K | 0.00% | +39+86.7% | Added |
| Dark Forest Capital Management LP | 92 | $8.00K | 0.00% | −25−21.4% | Reduced |
| Estabrook Capital Management | 100 | $8.90K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 104 | $9.00K | 0.00% | +1+1.0% | Added |
| Baldrige Asset Management LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 105 | $9.00K | 0.01% | +105 | New |
| Aquatic Capital Management LLC | 100 | $9.00K | 0.02% | +100 | New |
| Beaird Harris Wealth Management, LLC | 100 | $9.00K | 0.00% | +100 | New |
| Exchange Traded Concepts, LLC | 112 | $10.0K | 0.00% | −38,964−99.7% | Reduced |
| Kozak & Associates, Inc. | 108 | $10.0K | 0.01% | +108 | New |
| FSC Wealth Advisors, LLC | 109 | $10.0K | 0.01% | +109 | New |
| Tompkins Financial Corp | 120 | $11.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 129 | $11.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 125 | $11.0K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 120 | $11.0K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 125 | $11.0K | 0.00% | +125 | New |
| Evolution Advisers, Inc. | 130 | $11.0K | 0.01% | +130 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 135 | $12.0K | 0.01% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 135 | $12.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 136 | $12.0K | 0.01% | +11+8.8% | Added |
| USA Financial Portformulas Corp | 148 | $13.0K | 0.01% | +117+377.4% | Added |
| Castle Financial & Retirement Planning Associates, Inc. | 145 | $13.0K | 0.04% | +145 | New |
| Tradewinds Capital Management, LLC | 155 | $14.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 173 | $15.0K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 163 | $15.0K | 0.01% | +2+1.2% | Added |
| Eagle Bay Advisors LLC | 167 | $16.0K | 0.01% | −186−52.7% | Reduced |
| Carolinas Wealth Consulting LLC | 174 | $16.0K | 0.00% | −49−22.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 188 | $16.0K | 0.00% | −30−13.8% | Reduced |
| Wolff Wiese Magana LLC | 181 | $16.0K | 0.01% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 178 | $16.0K | 0.00% | +178 | New |
| SkyView Investment Advisors, LLC | 183 | $16.0K | 0.00% | +183 | New |
| Monolith Advisors | 179 | $16.0K | 0.01% | +179 | New |
| Glen Eagle Advisors, LLC | 190 | $16.9K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 190 | $17.0K | 0.00% | +190 | New |
| SJS Investment Consulting Inc. | 188 | $17.0K | 0.01% | +188 | New |
| Baron Financial Group, LLC | 200 | $17.8K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 200 | $18.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 200 | $18.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 200 | $18.0K | 0.01% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 218 | $19.0K | 0.01% | +218 | New |
| Prestige Wealth Management Group LLC | 230 | $20.0K | 0.00% | −5−2.1% | Reduced |
| NN Investment Partners Holdings N.V. | 222 | $20.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 233 | $21.0K | 0.00% | −18−7.2% | Reduced |
| Lenox Wealth Advisors, LLC | 234 | $21.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 240 | $21.0K | 0.02% | +240 | New |
| Webster Bank, N. A. | 250 | $22.0K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 252 | $22.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 252 | $22.0K | 0.01% | +140+125.0% | Added |
| Achmea Investment Management B.V. | 256 | $23.0K | 0.00% | +256 | New |
| Ahl Investment Management, Inc. | 257 | $23.0K | 0.02% | +257 | New |
| Kelly Financial Services LLC | 268 | $23.8K | 0.01% | +3+1.1% | Added |
| Catalyst Capital Advisors LLC | 277 | $25.0K | 0.00% | −23−7.7% | Reduced |
| West Oak Capital, LLC | 280 | $25.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 280 | $25.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 290 | $25.8K | 0.01% | −53−15.5% | Reduced |