| Hoertkorn Richard Charles | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Carroll Investors, Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1 | $0 | 0.00% | +1 | New |
| Nauset Wealth Management. LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $379 | 0.00% | – | – |
| Global Financial Private Client, LLC | 7 | $877 | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 10 | $1.00K | 0.00% | −30−75.0% | Reduced |
| Washington Trust Co | 6 | $1.00K | 0.00% | −17−73.9% | Reduced |
| Montag A & Associates Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 11 | $1.00K | 0.00% | +11 | New |
| MCF Advisors LLC | 10 | $1.00K | 0.00% | +10 | New |
| AllSquare Wealth Management LLC | 10 | $1.00K | 0.00% | +10 | New |
| TFC Financial Management | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 16 | $2.00K | 0.00% | +5+45.5% | Added |
| SJS Investment Consulting Inc. | 16 | $2.00K | 0.00% | +14+700.0% | Added |
| GW&K Investment Management, LLC | 18 | $2.00K | 0.00% | +18 | New |
| Disciplined Investments, LLC | 15 | $2.00K | 0.00% | +15 | New |
| Archer Investment Corp | 22 | $2.70K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 25 | $3.00K | 0.00% | +25 | New |
| Atlas Capital Advisors LLC | 30 | $3.79K | 0.00% | −363−92.4% | Reduced |
| Arlington Partners LLC | 33 | $4.00K | 0.00% | −52−61.2% | Reduced |
| Vigilant Capital Management, LLC | 30 | $4.00K | 0.00% | −31−50.8% | Reduced |
| KB Financial Partners, LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 4,102 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 28 | $4.00K | 0.00% | +28 | New |
| Raffa Wealth Management, LLC | 33 | $4.17K | 0.00% | +3+10.0% | Added |
| Baystate Wealth Management LLC | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 41 | $5.00K | 0.00% | +31+310.0% | Added |
| Ten Capital Wealth Advisors, LLC | 43 | $5.00K | 0.00% | +43 | New |
| Brown, Lisle/Cummings, Inc. | 41 | $5.19K | 0.00% | +41 | New |
| Rockbridge Investment Management, LCC | 42 | $5.26K | 0.00% | −705−94.4% | Reduced |
| BerganKDV Wealth Management, LLC | 47 | $6.00K | 0.00% | −8,525−99.5% | Reduced |
| Loomis Sayles & Co L P | 44 | $6.00K | 0.00% | −22−33.3% | Reduced |
| Ancora Advisors, LLC | 51 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 51 | $6.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 46 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 46 | $6.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 55 | $7.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 55 | $7.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 52 | $7.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 54 | $7.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 59 | $7.00K | 0.00% | +49+490.0% | Added |
| Dark Forest Capital Management LP | 58 | $7.00K | 0.00% | +58 | New |
| TCWP LLC | 58 | $7.00K | 0.00% | +58 | New |
| First National Bank of South Miami | 63 | $8.00K | 0.00% | −13−17.1% | Reduced |
| Legacy Bridge, LLC | 60 | $8.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 62 | $8.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 60 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 58 | $8.00K | 0.00% | +14+31.8% | Added |
| American National Bank | 63 | $8.00K | 0.00% | +63 | New |
| First Community Trust NA | 75 | $9.00K | 0.01% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 81 | $10.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 77 | $10.0K | 0.00% | +2+2.7% | Added |
| Key Financial Inc | 77 | $10.0K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 79 | $10.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 81 | $10.0K | 0.00% | +12+17.4% | Added |
| Advocacy Wealth Management Services, LLC | 78 | $10.0K | 0.00% | +78 | New |
| Motco | 90 | $11.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 83 | $11.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 88 | $11.0K | 0.00% | +17+23.9% | Added |
| Stephens Consulting, LLC | 90 | $11.4K | 0.01% | −1,000−91.7% | Reduced |
| Dividend Assets Capital, LLC | 95 | $12.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 102 | $12.9K | 0.00% | −1−1.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 106 | $13.0K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 104 | $13.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 104 | $13.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 99 | $13.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 100 | $13.0K | 0.01% | 00.0% | Unchanged |