| Cutler Group LP | 2 | $0 | 0.00% | −4,400−100.0% | Reduced |
| Valley National Advisers Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 19,272 | $0 | 0.00% | +19,272 | New |
| Hoertkorn Richard Charles | 1 | $120 | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1 | $120 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $361 | 0.00% | – | – |
| Hexagon Capital Partners LLC | 3 | $361 | 0.00% | +3 | New |
| True Wealth Design, LLC | 4 | $482 | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 4 | $482 | 0.00% | +4 | New |
| Trust Co | 5 | $602 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $602 | 0.00% | +5 | New |
| Montag A & Associates Inc | 5 | $603 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 6 | $723 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 7 | $849 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 9 | $1.08K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 9 | $1.08K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 10 | $1.21K | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 10 | $1.21K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 10 | $1.21K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $1.21K | 0.00% | +5+100.0% | Added |
| TCTC Holdings, LLC | 10 | $1.21K | 0.00% | +10 | New |
| Baldwin Brothers Inc | 11 | $1.32K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 11 | $1.32K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 11 | $1.32K | 0.00% | +11 | New |
| Richard W. Paul & Associates, LLC | 12 | $1.45K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $1.45K | 0.00% | −10−45.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 | $1.56K | 0.00% | 00.0% | Unchanged |
| Motco | 13 | $1.57K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 14 | $1.69K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 15 | $1.81K | 0.00% | +15 | New |
| DT Investment Partners, LLC | 15 | $1.91K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 16 | $1.93K | 0.00% | −20−55.6% | Reduced |
| Colonial Trust Advisors | 16 | $1.93K | 0.00% | −5−23.8% | Reduced |
| Arrow Financial Corp | 16 | $1.93K | 0.00% | −4−20.0% | Reduced |
| Roble, Belko & Company, Inc | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 17 | $2.00K | 0.00% | +17 | New |
| Householder Group Estate & Retirement Specialist, LLC | 16 | $2.00K | 0.00% | +16 | New |
| Disciplined Investments, LLC | 17 | $2.05K | 0.00% | −2−10.5% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 19 | $2.29K | 0.00% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 19 | $2.29K | 0.00% | +19 | New |
| Sound Income Strategies, LLC | 20 | $2.41K | 0.00% | −2−9.1% | Reduced |
| Princeton Global Asset Management LLC | 20 | $2.41K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 20 | $2.44K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 20 | $2.44K | 0.00% | −3−13.0% | Reduced |
| New England Capital Financial Advisors LLC | 20 | $2.44K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 21 | $2.56K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 22 | $2.65K | 0.00% | −11−33.3% | Reduced |
| Archer Investment Corp | 22 | $2.65K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 23 | $2.77K | 0.00% | +4+21.1% | Added |
| Grey Fox Wealth Advisors, LLC | 23 | $2.77K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 23 | $2.85K | 0.00% | −41,754−99.9% | Reduced |
| Front Row Advisors LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 27 | $3.25K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 27 | $3.25K | 0.00% | +4+17.4% | Added |
| Cambridge Trust Co | 28 | $3.37K | 0.00% | −31−52.5% | Reduced |
| Raffa Wealth Management, LLC | 28 | $3.37K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 30 | $3.61K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 33 | $3.98K | 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 |
| Foster Dykema Cabot & Co Inc | 31 | $4.00K | 0.00% | +31 | New |
| Cowen Prime Advisors LLC | 29 | $4.00K | 0.00% | +29 | New |
| DuPont Capital Management Corp | 34 | $4.09K | 0.00% | −5,995−99.4% | Reduced |
| Sunbelt Securities, Inc. | 35 | $4.20K | 0.00% | +35 | New |
| Newbridge Financial Services Group, Inc. | 35 | $4.22K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 35 | $4.22K | 0.00% | +35 | New |
| Beacon Capital Management, LLC | 37 | $4.46K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 39 | $4.70K | 0.00% | −7,733−99.5% | Reduced |
| Baystate Wealth Management LLC | 39 | $4.75K | 0.00% | −7−15.2% | Reduced |
| Aspire Private Capital, LLC | 40 | $4.82K | 0.00% | −4−9.1% | Reduced |
| Lee Financial Co | 44 | $5.30K | 0.00% | −3−6.4% | Reduced |
| Lansing Street Advisors | 44 | $5.33K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 45 | $5.42K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 46 | $5.54K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 47 | $5.69K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 49 | $5.90K | 0.00% | +26+113.0% | Added |
| Itau Unibanco Holding S.A. | 50 | $6.02K | 0.00% | −216−81.2% | Reduced |
| Anchor Investment Management, LLC | 50 | $6.02K | 0.00% | −200−80.0% | Reduced |
| HHM Wealth Advisors, LLC | 50 | $6.02K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 52 | $6.26K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 55 | $6.62K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 55 | $6.63K | 0.00% | −54−49.5% | Reduced |
| Focused Wealth Management, Inc | 55 | $6.63K | 0.00% | 00.0% | Unchanged |
| City State Bank | 54 | $7.00K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 60 | $7.23K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 60 | $7.23K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 70 | $8.00K | 0.00% | +7+11.1% | Added |
| MV Capital Management, Inc. | 70 | $8.43K | 0.00% | −50−41.7% | Reduced |
| WR Wealth Planners, LLC | 70 | $8.43K | 0.00% | +70 | New |
| Sutton Wealth Advisors Inc. | 71 | $8.55K | 0.00% | −1,000−93.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 71 | $8.55K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 75 | $9.03K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 77 | $9.28K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 80 | $9.64K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 82 | $9.88K | 0.00% | −190−69.9% | Reduced |
| Column Capital Advisors, LLC | 83 | $10.0K | 0.00% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 83 | $10.0K | 0.00% | +83 | New |
| RFP Financial Group LLC | 88 | $10.6K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 91 | $11.0K | 0.00% | 00.0% | Unchanged |