| Capital Advisors, Ltd. LLC | 7 | $0 | 0.00% | +7 | New |
| Atlas Capital Advisors LLC | 10 | $682 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 21 | $1.00K | 0.00% | +21 | New |
| Cassady Schiller Wealth Management, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Manchester Capital Management LLC | 27 | $2.00K | 0.00% | −54−66.7% | Reduced |
| Investors Research Corp | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 22 | $2.00K | 0.00% | +22 | New |
| JFS Wealth Advisors, LLC | 35 | $2.00K | 0.00% | +35 | New |
| Sierra Capital LLC | 32 | $2.00K | 0.00% | +32 | New |
| TD Waterhouse Canada Inc. | 40 | $2.67K | 0.00% | +40 | New |
| Westside Investment Management, Inc. | 58 | $3.00K | 0.00% | −141−70.9% | Reduced |
| Ci Investments Inc. | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 43 | $3.00K | 0.00% | +43 | New |
| Orion Capital Management LLC | 50 | $3.00K | 0.00% | +50 | New |
| Zullo Investment Group, Inc. | 42 | $3.00K | 0.00% | +42 | New |
| Private Capital Group, LLC | 52 | $4.00K | 0.00% | −18−25.7% | Reduced |
| Baystate Wealth Management LLC | 57 | $4.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 53 | $4.00K | 0.00% | +53 | New |
| First Community Trust NA | 69 | $4.71K | 0.00% | +69 | New |
| Lindbrook Capital, LLC | 78 | $5.00K | 0.00% | −6−7.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 75 | $5.00K | 0.00% | +75 | New |
| Surevest, LLC | 67 | $5.00K | 0.00% | +67 | New |
| Coastal Capital Group, Inc. | 84 | $6.00K | 0.00% | +21+33.3% | Added |
| Cutler Group LP | 100 | $6.00K | 0.00% | +100 | New |
| Signet Financial Management, LLC | 84 | $6.00K | 0.00% | +84 | New |
| Confluence Wealth Services, Inc. | 100 | $6.00K | 0.00% | +100 | New |
| Rosenberg Matthew Hamilton | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 110 | $8.00K | 0.00% | +14+14.6% | Added |
| Amplius Wealth Advisors, LLC | 130 | $8.00K | 0.00% | +130 | New |
| Glen Eagle Advisors, LLC | 125 | $8.53K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 137 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 136 | $9.00K | 0.00% | −3−2.2% | Reduced |
| Larson Financial Group LLC | 139 | $9.00K | 0.00% | +2+1.5% | Added |
| Institutional & Family Asset Management, LLC | 127 | $9.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 134 | $9.00K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 140 | $10.0K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 153 | $10.0K | 0.01% | +1+0.7% | Added |
| Clearview Wealth Advisors LLC | 167 | $11.0K | 0.01% | +1+0.6% | Added |
| MV Capital Management, Inc. | 158 | $11.0K | 0.00% | +6+3.9% | Added |
| Stephens Consulting, LLC | 167 | $11.4K | 0.01% | +167 | New |
| Earnest Partners LLC | 176 | $12.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 183 | $12.5K | 0.00% | −59−24.4% | Reduced |
| Farmers & Merchants Investments Inc | 195 | $13.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 190 | $13.0K | 0.00% | +190 | New |
| Caldwell Trust Co | 200 | $13.7K | 0.00% | −18−8.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 201 | $14.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 198 | $14.0K | 0.00% | +198 | New |
| Princeton Global Asset Management LLC | 200 | $14.0K | 0.00% | +200 | New |
| Delos Wealth Advisors, LLC | 208 | $14.0K | 0.01% | +208 | New |
| CoreCap Advisors, LLC | 200 | $14.0K | 0.00% | +200 | New |
| SRS Capital Advisors, Inc. | 215 | $15.0K | 0.00% | +2+0.9% | Added |
| Newbridge Financial Services Group, Inc. | 239 | $16.0K | 0.01% | +15+6.7% | Added |
| Capital Analysts, LLC | 255 | $17.0K | 0.00% | +2+0.8% | Added |
| Trust Co of Vermont | 250 | $17.0K | 0.00% | +250 | New |
| Washington Trust Co | 285 | $19.0K | 0.00% | −982−77.5% | Reduced |
| Wagner Wealth Management, LLC | 275 | $19.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 272 | $19.0K | 0.00% | +147+117.6% | Added |
| Lazard Asset Management LLC | 280 | $19.0K | 0.00% | +280 | New |
| Riggs Asset Managment Co. Inc. | 300 | $20.0K | 0.01% | −100−25.0% | Reduced |
| Parkside Financial Bank & Trust | 290 | $20.0K | 0.00% | +9+3.2% | Added |
| Heritage Wealth Advisors | 295 | $20.0K | 0.00% | +295 | New |
| Bell Investment Advisors, Inc | 304 | $21.0K | 0.01% | −8−2.6% | Reduced |
| Global Financial Private Client, LLC | 336 | $22.9K | 0.01% | +230+217.0% | Added |
| Arrow Financial Corp | 350 | $24.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 346 | $24.0K | 0.00% | +57+19.7% | Added |
| Kistler-Tiffany Companies, LLC | 370 | $25.0K | 0.00% | +20+5.7% | Added |
| Lloyd Advisory Services, LLC. | 384 | $26.0K | 0.01% | +30+8.5% | Added |
| First Personal Financial Services | 380 | $26.0K | 0.01% | +380 | New |
| Asset Dedication, LLC | 400 | $27.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 400 | $27.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 415 | $28.0K | 0.00% | +15+3.8% | Added |
| Howe & Rusling Inc | 441 | $30.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 452 | $30.0K | 0.00% | +70+18.3% | Added |
| City Holding Co | 500 | $32.0K | 0.01% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 470 | $32.0K | 0.01% | +470 | New |
| EverSource Wealth Advisors, LLC | 479 | $33.0K | 0.01% | +479 | New |
| Blume Capital Management, Inc. | 500 | $34.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 541 | $37.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 538 | $37.0K | 0.00% | +381+242.7% | Added |
| HM Payson & Co | 568 | $39.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 570 | $39.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 578 | $39.0K | 0.00% | +6+1.0% | Added |
| HBC Financial Services, PLLC | 600 | $40.0K | 0.03% | 00.0% | Unchanged |
| Front Row Advisors LLC | 587 | $40.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 600 | $41.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 594 | $41.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 611 | $41.7K | 0.01% | +9+1.5% | Added |
| North Star Investment Management Corp. | 613 | $42.0K | 0.00% | 00.0% | Unchanged |