| Peoples Financial Services Corp. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 5 | $0 | 0.00% | +5 | New |
| City State Bank | 5 | $0 | 0.00% | +5 | New |
| PFS Partners, LLC | 11 | $563 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 12 | $614 | 0.00% | +12 | New |
| Financial Perspectives, Inc | 15 | $767 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 11 | $1.00K | 0.00% | +1+10.0% | Added |
| Trustcore Financial Services, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 10 | $1.00K | 0.00% | +10 | New |
| ACG Wealth | 22 | $1.00K | 0.00% | +22 | New |
| Estabrook Capital Management | 25 | $1.28K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 45 | $2.00K | 0.00% | −100−69.0% | Reduced |
| Disciplined Investments, LLC | 44 | $2.00K | 0.00% | −23−34.3% | Reduced |
| Gradient Investments LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Cribstone Capital Management, LLC | 44 | $2.00K | 0.00% | +44 | New |
| Accel Wealth Management | 44 | $2.00K | 0.00% | +44 | New |
| Brown, Lisle/Cummings, Inc. | 58 | $2.96K | 0.00% | +1+1.8% | Added |
| JNBA Financial Advisors | 59 | $3.00K | 0.00% | −19−24.4% | Reduced |
| Private Ocean, LLC | 59 | $3.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 64 | $3.00K | 0.00% | +64 | New |
| Caldwell Trust Co | 66 | $3.38K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 80 | $4.00K | 0.00% | −15−15.8% | Reduced |
| Addison Advisors LLC | 87 | $4.00K | 0.00% | +13+17.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 88 | $4.00K | 0.00% | +10+12.8% | Added |
| Schubert & Co | 88 | $4.00K | 0.00% | +20+29.4% | Added |
| Westside Investment Management, Inc. | 100 | $5.00K | 0.00% | −84−45.7% | Reduced |
| Howe & Rusling Inc | 93 | $5.00K | 0.00% | −23−19.8% | Reduced |
| Center for Financial Planning, Inc. | 105 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 91 | $5.00K | 0.00% | +1+1.1% | Added |
| Smithfield Trust Co | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 99 | $5.00K | 0.00% | −3−2.9% | Reduced |
| Central Bank & Trust Co | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 97 | $5.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 89 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 96 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 97 | $5.00K | 0.00% | +21+27.6% | Added |
| Steward Financial Group LLC | 98 | $5.00K | 0.00% | +98 | New |
| Raffa Wealth Management, LLC | 114 | $5.83K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 112 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 119 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 138 | $7.00K | 0.00% | −56−28.9% | Reduced |
| Vigilant Capital Management, LLC | 159 | $8.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 157 | $8.00K | 0.00% | +157 | New |
| HighMark Wealth Management LLC | 171 | $9.00K | 0.01% | −52−23.3% | Reduced |
| Loomis Sayles & Co L P | 172 | $9.00K | 0.00% | −29−14.4% | Reduced |
| Baystate Wealth Management LLC | 172 | $9.00K | 0.00% | +1+0.6% | Added |
| Lee Financial Co | 174 | $9.00K | 0.00% | +31+21.7% | Added |
| Key Financial Inc | 178 | $9.00K | 0.00% | +150+535.7% | Added |
| Carmichael Hill & Associates, Inc. | 200 | $10.0K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 210 | $11.0K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 243 | $12.0K | 0.00% | −52−17.6% | Reduced |
| Pinnacle Bancorp, Inc. | 236 | $12.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 244 | $12.0K | 0.00% | +65+36.3% | Added |
| JJJ Advisors Inc. | 236 | $12.0K | 0.00% | +230+3,833.3% | Added |
| Ronald Blue Trust, Inc. | 182 | $12.0K | 0.00% | +182 | New |
| Norway Savings Bank | 262 | $13.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 261 | $13.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 261 | $13.0K | 0.00% | +71+37.4% | Added |
| Moisand Fitzgerald Tamayo, LLC | 250 | $13.0K | 0.00% | +250 | New |
| Anchor Investment Management, LLC | 255 | $13.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 256 | $13.1K | 0.01% | −228−47.1% | Reduced |
| BerganKDV Wealth Management, LLC | 283 | $14.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 275 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 275 | $14.0K | 0.00% | +275 | New |
| Arrow Financial Corp | 300 | $15.0K | 0.00% | −20−6.3% | Reduced |
| Pin Oak Investment Advisors Inc | 289 | $15.0K | 0.02% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 290 | $15.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 284 | $15.0K | 0.00% | +284 | New |
| Valley National Advisers Inc | 324 | $17.0K | 0.00% | 00.0% | Unchanged |