| Valley National Advisers Inc | 1 | $0 | 0.00% | −24−96.0% | Reduced |
| Hoertkorn Richard Charles | 1 | $122 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $367 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $489 | 0.00% | +4 | New |
| Arcus Capital Partners, LLC | 4 | $495 | 0.00% | +4 | New |
| Sofos Investments, Inc. | 122 | $518 | 0.01% | +122 | New |
| Montag A & Associates Inc | 5 | $611 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $611 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 6 | $694 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 7 | $855 | 0.00% | 00.0% | Unchanged |
| Trust Co | 5 | $1.00K | 0.00% | −73−93.6% | Reduced |
| Jones Financial Companies LLLP | 9 | $1.00K | 0.00% | +9 | New |
| Sageworth Trust Co | 6 | $1.00K | 0.00% | +6 | New |
| Highline Wealth Partners LLC | 9 | $1.10K | 0.00% | +6+200.0% | Added |
| Hollencrest Capital Management | 9 | $1.10K | 0.00% | +9 | New |
| Tfo-TDC, LLC | 13 | $1.22K | 0.00% | +13 | New |
| AllSquare Wealth Management LLC | 10 | $1.22K | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 10 | $1.22K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 10 | $1.22K | 0.00% | +10 | New |
| Trifecta Capital Advisors, LLC | 10 | $1.22K | 0.00% | +10 | New |
| Baldwin Brothers Inc | 11 | $1.34K | 0.00% | +5+83.3% | Added |
| Laurel Wealth Advisors LLC | 11 | $1.34K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 11 | $1.34K | 0.00% | +11 | New |
| Richard W. Paul & Associates, LLC | 12 | $1.47K | 0.00% | +12 | New |
| Motco | 13 | $1.59K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 | $1.59K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 14 | $1.71K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 15 | $1.83K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 16 | $1.96K | 0.00% | +16 | New |
| Arrow Financial Corp | 20 | $2.00K | 0.00% | −5−20.0% | Reduced |
| Roble, Belko & Company, Inc | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 19 | $2.32K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 19 | $2.32K | 0.00% | −2−9.5% | Reduced |
| TFC Financial Management | 19 | $2.33K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 20 | $2.47K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 20 | $2.55K | 0.00% | +20 | New |
| Colonial Trust Advisors | 21 | $2.57K | 0.00% | +21 | New |
| Guardian Wealth Management, Inc. | 21 | $2.60K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 22 | $2.69K | 0.00% | −35−61.4% | Reduced |
| Archer Investment Corp | 22 | $2.69K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $2.69K | 0.00% | +11+100.0% | Added |
| Northwest Investment Counselors, LLC | 23 | $2.81K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 23 | $2.81K | 0.00% | +23 | New |
| Abound Wealth Management | 23 | $2.81K | 0.00% | +13+130.0% | Added |
| McElhenny Sheffield Capital Management, LLC | 24 | $2.93K | 0.00% | +24 | New |
| Capital Advisors, Ltd. LLC | 134 | $3.00K | 0.00% | +85+173.5% | Added |
| Front Row Advisors LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 23 | $3.00K | 0.00% | +2+9.5% | Added |
| Retirement Group, LLC | 23 | $3.00K | 0.00% | +10+76.9% | Added |
| Wolff Wiese Magana LLC | 27 | $3.30K | 0.00% | +5+22.7% | Added |
| Raffa Wealth Management, LLC | 28 | $3.42K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 30 | $3.67K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 34 | $4.00K | 0.00% | +34 | New |
| Investors Research Corp | 33 | $4.03K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 33 | $4.03K | 0.00% | +3+10.0% | Added |
| Newbridge Financial Services Group, Inc. | 35 | $4.28K | 0.00% | +35 | New |
| Private Ocean, LLC | 36 | $4.40K | 0.00% | −39−52.0% | Reduced |
| Beacon Capital Management, LLC | 37 | $4.52K | 0.00% | +37 | New |
| Cornerstone Planning Group LLC | 37 | $4.58K | 0.00% | +37 | New |
| Optiver Holding B.V. | 45 | $5.00K | 0.00% | +45 | New |
| Comerica Securities,inc. | 42 | $5.13K | 0.00% | +42 | New |
| Aspire Private Capital, LLC | 44 | $5.38K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 44 | $5.39K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 45 | $5.50K | 0.00% | +10+28.6% | Added |
| Clearview Wealth Advisors LLC | 46 | $5.62K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 47 | $5.74K | 0.00% | −14−23.0% | Reduced |
| BerganKDV Wealth Management, LLC | 47 | $5.77K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 46 | $6.00K | 0.00% | +7+17.9% | Added |
| HHM Wealth Advisors, LLC | 50 | $6.11K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 50 | $6.11K | 0.00% | +50 | New |
| Glass Jacobson Investment Advisors llc | 50 | $6.11K | 0.00% | +50 | New |
| Romano Brothers and Company | 51 | $6.18K | 0.00% | +51 | New |
| Accel Wealth Management | 52 | $6.35K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 55 | $6.72K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 55 | $6.72K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 59 | $7.00K | 0.00% | −321−84.5% | Reduced |
| City State Bank | 54 | $7.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 60 | $7.33K | 0.00% | −11−15.5% | Reduced |
| Legacy Bridge, LLC | 60 | $7.33K | 0.01% | 00.0% | Unchanged |
| American National Bank | 63 | $8.00K | 0.00% | −20−24.1% | Reduced |
| Asset Dedication, LLC | 63 | $8.00K | 0.00% | +18+40.0% | Added |
| Brown, Lisle/Cummings, Inc. | 71 | $8.68K | 0.00% | +15+26.8% | Added |
| Key Financial Inc | 77 | $8.91K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 75 | $9.00K | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 74 | $9.04K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 74 | $9.04K | 0.00% | +40+117.6% | Added |
| EWG Elevate Inc. | 76 | $9.29K | 0.00% | +76 | New |
| Oliver Lagore Vanvalin Investment Group | 80 | $9.77K | 0.01% | +80 | New |
| Column Capital Advisors, LLC | 83 | $10.1K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 88 | $10.8K | 0.00% | +88 | New |
| Moisand Fitzgerald Tamayo, LLC | 91 | $11.1K | 0.00% | +31+51.7% | Added |
| Prestige Wealth Management Group LLC | 93 | $11.4K | 0.00% | −59−38.8% | Reduced |
| Pathway Financial Advisers, LLC | 96 | $11.7K | 0.00% | +96 | New |
| Hillsdale Investment Management Inc. | 100 | $12.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 100 | $12.2K | 0.00% | −1−1.0% | Reduced |
| Zullo Investment Group, Inc. | 100 | $12.2K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 102 | $12.5K | 0.00% | 00.0% | Unchanged |