| Penserra Capital Management LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 3 | $0 | 0.00% | +3 | New |
| SkyView Investment Advisors, LLC | 4 | $0 | 0.00% | +4 | New |
| Carmichael Hill & Associates, Inc. | 0 | $1 | 0.00% | 0 | New |
| WestEnd Advisors, LLC | – | $78 | 0.00% | – | – |
| Tfo-TDC, LLC | 2 | $157 | 0.00% | −232−99.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $235 | 0.00% | +3 | New |
| WealthPLAN Partners, LLC | 3 | $235 | 0.00% | +3 | New |
| Highline Wealth Partners LLC | 4 | $313 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $392 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $396 | 0.00% | −3−37.5% | Reduced |
| Bangor Savings Bank | 7 | $548 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 7 | $548 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 12 | $940 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 13 | $1.02K | 0.00% | +4+44.4% | Added |
| Bellwether Advisors, LLC | 14 | $1.09K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 19 | $1.49K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 19 | $1.49K | 0.00% | +4+26.7% | Added |
| CarsonAllaria Wealth Management, Ltd. | 22 | $1.72K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 22 | $1.72K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 22 | $1.72K | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 22 | $1.72K | 0.00% | +22 | New |
| Globeflex Capital L P | 23 | $1.80K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 23 | $1.80K | 0.00% | +7+43.8% | Added |
| Eagle Bay Advisors LLC | 24 | $1.88K | 0.00% | +1+4.3% | Added |
| Syverson Strege & Co | 25 | $1.96K | 0.00% | +20+400.0% | Added |
| TD Ameritrade Investment Management, LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 27 | $2.14K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 27 | $2.17K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 28 | $2.19K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 30 | $2.35K | 0.00% | +30 | New |
| Glen Eagle Advisors, LLC | 33 | $2.62K | 0.00% | +33 | New |
| Disciplined Investments, LLC | 37 | $2.90K | 0.00% | −2−5.1% | Reduced |
| Raffa Wealth Management, LLC | 38 | $2.97K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 38 | $2.97K | 0.00% | +35+1,166.7% | Added |
| Copeland Capital Management, LLC | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 37 | $3.00K | 0.00% | +37 | New |
| Raleigh Capital Management Inc. | 44 | $3.41K | 0.00% | +1+2.3% | Added |
| Key Financial Inc | 44 | $3.44K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 45 | $3.52K | 0.00% | −706−94.0% | Reduced |
| Lumature Wealth Partners, LLC | 46 | $3.60K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 46 | $3.60K | 0.00% | +3+7.0% | Added |
| Gs Investments, Inc. | 50 | $3.91K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 50 | $3.91K | 0.00% | +50 | New |
| Newbridge Financial Services Group, Inc. | 51 | $3.99K | 0.00% | −202−79.8% | Reduced |
| USA Financial Portformulas Corp | 51 | $3.99K | 0.01% | +51 | New |
| M&R Capital Management Inc | 51 | $4.03K | 0.00% | +30+142.9% | Added |
| Richard W. Paul & Associates, LLC | 53 | $4.15K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 56 | $4.35K | 0.00% | +1+1.8% | Added |
| Versant Capital Management, Inc | 59 | $4.62K | 0.00% | +26+78.8% | Added |
| New England Capital Financial Advisors LLC | 59 | $4.65K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 60 | $4.70K | 0.00% | +60 | New |
| Benjamin Edwards Inc | 68 | $5.00K | 0.00% | −45−39.8% | Reduced |
| Dividend Assets Capital, LLC | 58 | $5.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 61 | $5.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 68 | $5.32K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 69 | $5.40K | 0.00% | −25−26.6% | Reduced |
| Sofos Investments, Inc. | 78 | $5.70K | 0.25% | −2−2.5% | Reduced |
| Capital Advisors, Ltd. LLC | 74 | $6.00K | 0.00% | −7−8.6% | Reduced |
| Abound Wealth Management | 80 | $6.26K | 0.00% | +13+19.4% | Added |
| Mach-1 Financial Group, Inc. | 80 | $6.26K | 0.04% | +80 | New |
| Accel Wealth Management | 87 | $6.81K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 89 | $6.97K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 89 | $7.00K | 0.00% | +13+17.1% | Added |
| Schubert & Co | 92 | $7.20K | 0.01% | +13+16.5% | Added |
| First Manhattan Co | 100 | $7.83K | 0.00% | −76−43.2% | Reduced |
| Piershale Financial Group, Inc. | 100 | $7.83K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 100 | $7.83K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 107 | $8.38K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 113 | $8.81K | 0.00% | +2+1.8% | Added |
| Prestige Wealth Management Group LLC | 112 | $8.86K | 0.00% | +6+5.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 117 | $9.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 120 | $9.38K | 0.00% | +1+0.8% | Added |
| Glassman Wealth Services | 120 | $9.39K | 0.00% | +7+6.2% | Added |
| JFS Wealth Advisors, LLC | 121 | $9.47K | 0.00% | −26−17.7% | Reduced |
| Macroview Investment Management LLC | 121 | $9.51K | 0.02% | +1+0.8% | Added |
| Cary Street Partner Investment Advisory LLC | 123 | $9.63K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 133 | $9.78K | 0.00% | +133 | New |
| Atlas Capital Advisors LLC | 128 | $10.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 130 | $10.2K | 0.00% | +127+4,233.3% | Added |
| Evermay Wealth Management LLC | 130 | $10.3K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 137 | $10.7K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 139 | $11.0K | 0.00% | −302−68.5% | Reduced |
| Financial Management Professionals, Inc. | 135 | $11.0K | 0.00% | +14+11.6% | Added |
| Zions Bancorporation, N.A. | 141 | $11.0K | 0.00% | −7−4.7% | Reduced |
| Ulland Investment Advisors, LLC | 150 | $12.0K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 148 | $12.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 159 | $12.4K | 0.00% | +1+0.6% | Added |
| Sutton Wealth Advisors Inc. | 159 | $12.4K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 169 | $13.0K | 0.00% | −295−63.6% | Reduced |
| Trust Co of Vermont | 170 | $13.3K | 0.00% | −26−13.3% | Reduced |
| CVA Family Office, LLC | 175 | $13.7K | 0.00% | +10+6.1% | Added |
| Trust Co | 180 | $14.1K | 0.00% | −45−20.0% | Reduced |
| Bell Investment Advisors, Inc | 188 | $14.7K | 0.00% | −7−3.6% | Reduced |
| Norwood Financial Corp | 200 | $15.7K | 0.02% | 00.0% | Unchanged |