| Bourgeon Capital Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $698 | 0.00% | – | – |
| Global Financial Private Client, LLC | 2 | $728 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $1.00K | 0.00% | +2+100.0% | Added |
| Schubert & Co | 4 | $1.00K | 0.00% | +3+300.0% | Added |
| USA Financial Portformulas Corp | 3 | $1.00K | 0.00% | +3 | New |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | +3 | New |
| GoalVest Advisory LLC | 2 | $1.00K | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Assetmark, Inc | 5 | $2.00K | 0.00% | −609−99.2% | Reduced |
| TSFG, LLC | 5 | $2.00K | 0.00% | −15−75.0% | Reduced |
| Albion Financial Group | 7 | $2.00K | 0.00% | +1+16.7% | Added |
| Ahrens Investment Partners LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 7 | $2.00K | 0.00% | +7 | New |
| Charter Oak Capital Management, LLC | 5 | $2.00K | 0.00% | +5 | New |
| Disciplined Investments, LLC | 5 | $2.00K | 0.00% | +5 | New |
| Cordant, Inc. | 5 | $2.00K | 0.00% | +5 | New |
| Cambridge Trust Co | 8 | $3.00K | 0.00% | −77−90.6% | Reduced |
| Jones Financial Companies LLLP | 8 | $3.00K | 0.00% | −20−71.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 10 | $3.00K | 0.00% | −4−28.6% | Reduced |
| KB Financial Partners, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 10 | $3.00K | 0.00% | +10 | New |
| Sugarloaf Wealth Management, LLC | 10 | $3.00K | 0.00% | +10 | New |
| MV Capital Management, Inc. | 12 | $4.00K | 0.00% | −20−62.5% | Reduced |
| Dark Forest Capital Management LP | 11 | $4.00K | 0.00% | −6−35.3% | Reduced |
| Costello Asset Management, INC | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 12 | $4.00K | 0.00% | +12 | New |
| Stephens Consulting, LLC | 13 | $4.54K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 13 | $4.73K | 0.00% | −10−43.5% | Reduced |
| FinTrust Capital Advisors, LLC | 13 | $5.00K | 0.00% | −70−84.3% | Reduced |
| Creative Financial Designs Inc | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 15 | $5.00K | 0.00% | +15 | New |
| Robbins Farley LLC | 15 | $5.00K | 0.00% | +15 | New |
| Level Financial Advisors, Inc. | 13 | $5.00K | 0.00% | +13 | New |
| Tradewinds Capital Management, LLC | 17 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 16 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 18 | $6.00K | 0.00% | +18 | New |
| HM Payson & Co | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 21 | $7.00K | 0.00% | +21 | New |
| Bartlett & Co. Wealth Management LLC | 25 | $8.73K | 0.00% | +25 | New |
| Moisand Fitzgerald Tamayo, LLC | 27 | $9.00K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 25 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 25 | $9.00K | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 28 | $9.78K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 29 | $10.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 31 | $10.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 28 | $10.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 29 | $10.0K | 0.00% | +8+38.1% | Added |
| San Luis Wealth Advisors LLC | 26 | $10.0K | 0.00% | +26 | New |
| Regency Capital Management Inc. | 30 | $10.0K | 0.01% | +30 | New |
| GPS Wealth Strategies Group, LLC | 32 | $11.0K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 31 | $11.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 34 | $12.0K | 0.00% | −11−24.4% | Reduced |
| Column Capital Advisors, LLC | 35 | $12.0K | 0.00% | −7−16.7% | Reduced |
| Clean Yield Group | 35 | $12.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 35 | $12.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 39 | $13.6K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 42 | $15.0K | 0.01% | −81−65.9% | Reduced |
| Hanson & Doremus Investment Management | 42 | $15.0K | 0.00% | +42 | New |
| Brewin Dolphin Wealth Management Ltd | 45 | $16.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 49 | $17.0K | 0.00% | −29−37.2% | Reduced |
| Kings Point Capital Management | 50 | $17.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 50 | $17.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 50 | $17.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 50 | $17.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 50 | $17.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 50 | $17.0K | 0.00% | +50 | New |
| Siena Capital LLC | 50 | $17.0K | 0.01% | +50 | New |
| Worth Asset Management, LLC | 79 | $17.0K | 0.01% | +79 | New |
| Atlas Capital Advisors LLC | 50 | $17.5K | 0.00% | −6−10.7% | Reduced |
| Larson Financial Group LLC | 51 | $18.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 50 | $18.0K | 0.00% | −1−2.0% | Reduced |
| Kistler-Tiffany Companies, LLC | 54 | $19.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 59 | $21.0K | 0.00% | −3−4.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 59 | $21.0K | 0.00% | +2+3.5% | Added |
| NVWM, LLC | 59 | $21.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 60 | $21.0K | 0.00% | +10+20.0% | Added |
| Exane Derivatives | 61 | $21.3K | 0.01% | −5−7.6% | Reduced |
| Global Trust Asset Management, LLC | 64 | $22.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 63 | $22.0K | 0.01% | +55+687.5% | Added |
| Anchor Investment Management, LLC | 65 | $22.7K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 67 | $23.0K | 0.00% | −1−1.5% | Reduced |
| Earnest Partners LLC | 68 | $24.0K | 0.00% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 70 | $24.0K | 0.01% | +70 | New |
| Proequities, Inc. | 71 | $25.0K | 0.00% | −48−40.3% | Reduced |