| Hall Laurie J Trustee | 24 | $0 | 0.00% | −1,158−98.0% | Reduced |
| Ogorek Anthony Joseph | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 6 | $0 | 0.00% | −1−14.3% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 16 | $0 | 0.00% | −1−5.9% | Reduced |
| Coston, McIsaac & Partners | 35 | $0 | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 8 | $0 | 0.00% | +8 | New |
| SkyView Investment Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Cassady Schiller Wealth Management, LLC | 1 | $28 | 0.00% | −31−96.9% | Reduced |
| Highline Wealth Partners LLC | 1 | $28 | 0.00% | −4−80.0% | Reduced |
| Hollencrest Capital Management | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 1 | $28 | 0.00% | +1 | New |
| Bank of New Hampshire | 1 | $28 | 0.00% | −5−83.3% | Reduced |
| Trivant Custom Portfolio Group, LLC | 1 | $28 | 0.00% | +1 | New |
| Johnson Financial Group, Inc. | 1 | $29 | 0.00% | +1 | New |
| Archer Investment Corp | 2 | $56 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2 | $56 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2 | $57 | 0.00% | −33−94.3% | Reduced |
| SJS Investment Consulting Inc. | 2 | $57 | 0.00% | −3−60.0% | Reduced |
| BerganKDV Wealth Management, LLC | 2 | $57 | 0.00% | −1−33.3% | Reduced |
| PFS Partners, LLC | 2 | $58 | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 3 | $71 | 0.00% | +3 | New |
| Estabrook Capital Management | 3 | $84 | 0.00% | 00.0% | Unchanged |
| American National Bank | 3 | $84 | 0.00% | +3 | New |
| GPS Wealth Strategies Group, LLC | 3 | $84 | 0.00% | +3 | New |
| Rise Advisors, LLC | 3 | $86 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 4 | $112 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $112 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 4 | $112 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $112 | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 4 | $112 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 4 | $112 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 4 | $112 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 4 | $112 | 0.00% | +4 | New |
| Toth Financial Advisory Corp | 4 | $113 | 0.00% | −151−97.4% | Reduced |
| Legacy Bridge, LLC | 4 | $113 | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 4 | $123 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 5 | $141 | 0.00% | −166−97.1% | Reduced |
| NewSquare Capital LLC | 5 | $141 | 0.00% | −1−16.7% | Reduced |
| Beacon Capital Management, LLC | 5 | $141 | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 5 | $141 | 0.00% | +5 | New |
| Granite FO LLC | 6 | $167 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 6 | $169 | 0.00% | −764−99.2% | Reduced |
| Boyd Watterson Asset Management LLC | 6 | $169 | 0.00% | −42−87.5% | Reduced |
| Armstrong Advisory Group, Inc | 6 | $169 | 0.00% | −3−33.3% | Reduced |
| WealthPlan Investment Management, LLC | 6 | $171 | 0.00% | +6 | New |
| Schubert & Co | 7 | $197 | 0.00% | −1−12.5% | Reduced |
| MCF Advisors LLC | 7 | $197 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 7 | $197 | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 8 | $225 | 0.00% | −24−75.0% | Reduced |
| Assetmark, Inc | 8 | $225 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 8 | $225 | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 9 | $253 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 9 | $257 | 0.00% | 00.0% | Unchanged |
| Trust Co | 10 | $281 | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 10 | $282 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 11 | $309 | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $336 | 0.00% | – | – |
| Optimum Investment Advisors | 12 | $337 | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 12 | $337 | 0.00% | +12 | New |
| Center for Financial Planning, Inc. | 13 | $366 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 14 | $394 | 0.00% | −8−36.4% | Reduced |
| Ahrens Investment Partners LLC | 15 | $422 | 0.00% | +15 | New |
| Core Alternative Capital | 15 | $423 | 0.00% | +1+7.1% | Added |
| Sunbelt Securities, Inc. | 16 | $448 | 0.00% | +16 | New |
| Legend Financial Advisors, Inc. | 16 | $450 | 0.00% | −3−15.8% | Reduced |
| Emfo, LLC | 16 | $450 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 17 | $479 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 18 | $506 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 18 | $506 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 19 | $534 | 0.00% | −20−51.3% | Reduced |
| Sageworth Trust Co | 19 | $534 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 20 | $562 | 0.00% | −4−16.7% | Reduced |
| Focused Wealth Management, Inc | 20 | $562 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 20 | $562 | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 20 | $562 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 20 | $569 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 23 | $647 | 0.00% | 00.0% | Unchanged |
| Westchester Capital Management, Inc. | 24 | $675 | 0.00% | −9−27.3% | Reduced |
| Rosenberg Matthew Hamilton | 24 | $675 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 24 | $675 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 24 | $676 | 0.00% | +15+166.7% | Added |
| JJJ Advisors Inc. | 25 | $705 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 29 | $734 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 27 | $749 | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 27 | $759 | 0.00% | −2−6.9% | Reduced |
| Zions Bancorporation, N.A. | 27 | $759 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 27 | $759 | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 27 | $759 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 27 | $766 | 0.00% | −19−41.3% | Reduced |
| Ameritas Advisory Services, LLC | 28 | $799 | 0.00% | +28 | New |
| Arrow Financial Corp | 29 | $815 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 29 | $815 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 29 | $829 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 31 | $872 | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 32 | $900 | 0.00% | −383−92.3% | Reduced |
| Baldwin Brothers Inc | 32 | $900 | 0.00% | 00.0% | Unchanged |