| Logan Capital Management Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1 | $0 | 0.00% | −9−90.0% | Reduced |
| Ten Capital Wealth Advisors, LLC | 5 | $0 | 0.00% | +5 | New |
| Kelly Financial Services LLC | 20,532 | $206 | 0.01% | +20,336+10,375.5% | Added |
| Column Capital Advisors, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 10 | $1.00K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 17 | $1.69K | 0.00% | −2−10.5% | Reduced |
| McIlrath & Eck, LLC | 24 | $2.00K | 0.00% | −24−50.0% | Reduced |
| HighMark Wealth Management LLC | 25 | $2.00K | 0.00% | −25−50.0% | Reduced |
| Costello Asset Management, INC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 19 | $2.00K | 0.00% | +19 | New |
| Strategic Blueprint, LLC | 19 | $2.00K | 0.00% | +19 | New |
| Pacifica Partners Inc. | 18 | $2.00K | 0.00% | +18 | New |
| Versant Capital Management, Inc | 27 | $3.00K | 0.00% | −28−50.9% | Reduced |
| First Horizon Advisors, Inc. | 35 | $3.00K | 0.00% | −19−35.2% | Reduced |
| Arrow Financial Corp | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 31 | $3.00K | 0.00% | +31 | New |
| Financial Perspectives, Inc | 39 | $3.89K | 0.00% | −3,399−98.9% | Reduced |
| Reilly Financial Advisors, LLC | 41 | $4.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 53 | $5.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 48 | $5.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 59 | $6.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 59 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 59 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 59 | $6.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 59 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 56 | $6.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 59 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 70 | $6.98K | 0.00% | −163−70.0% | Reduced |
| Bartlett & Co. LLC | 70 | $7.00K | 0.00% | −163−70.0% | Reduced |
| Earnest Partners LLC | 72 | $7.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 68 | $7.00K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 69 | $7.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 72 | $7.00K | 0.00% | +14+24.1% | Added |
| TCI Wealth Advisors, Inc. | 67 | $7.00K | 0.00% | +9+15.5% | Added |
| First Horizon Corp | 82 | $8.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 79 | $8.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 81 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 81 | $8.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 89 | $8.00K | 0.00% | +10+12.7% | Added |
| Charter Oak Capital Management, LLC | 77 | $8.00K | 0.00% | +61+381.3% | Added |
| Motco | 78 | $8.00K | 0.00% | +78 | New |
| McCarthy Grittinger Financial Group, LLC | 88 | $8.77K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 90 | $9.00K | 0.00% | −7−7.2% | Reduced |
| HC Financial Advisors Inc | 90 | $9.00K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 87 | $9.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 88 | $9.00K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 100 | $10.0K | 0.00% | −50−33.3% | Reduced |
| Covington Capital Management | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 99 | $10.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 97 | $10.0K | 0.00% | +75+340.9% | Added |
| Endurance Wealth Management, Inc. | 118 | $11.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 118 | $11.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 115 | $11.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 108 | $11.0K | 0.00% | +108 | New |
| Contravisory Investment Management, Inc. | 121 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 119 | $12.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 129 | $13.0K | 0.00% | 00.0% | Unchanged |
| Modus Advisors, LLC | 135 | $13.0K | 0.01% | +135 | New |
| Capital Analysts, LLC | 143 | $14.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 138 | $14.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 150 | $14.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 147 | $15.0K | 0.00% | +6+4.3% | Added |
| Community Bank, N.A. | 146 | $15.0K | 0.00% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 149 | $15.0K | 0.01% | +149 | New |
| CNB Bank | 160 | $16.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 160 | $16.0K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 185 | $18.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 200 | $20.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 205 | $20.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 202 | $20.0K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 201 | $20.0K | 0.00% | +201 | New |
| CenterStar Asset Management, LLC | – | $20.0K | 0.02% | – | New |
| Annapolis Financial Services, LLC | 200 | $20.0K | 0.01% | +200 | New |
| Financial Insights, Inc. | 220 | $21.9K | 0.02% | +220 | New |
| BBVA USA | 223 | $22.0K | 0.00% | +223 | New |
| Jacobi Capital Management LLC | 232 | $23.0K | 0.00% | +200+625.0% | Added |
| GPS Wealth Strategies Group, LLC | 239 | $24.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 242 | $24.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 251 | $25.0K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 257 | $26.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 256 | $26.0K | 0.01% | +27+11.8% | Added |