| Assetmark, Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 6 | $0 | 0.00% | +6 | New |
| Curi Capital | 5 | $0 | 0.00% | +5 | New |
| Raleigh Capital Management Inc. | 3 | $0 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 2 | $123 | 0.00% | – | – |
| Arrow Financial Corp | 13 | $1.00K | 0.00% | −50−79.4% | Reduced |
| Stonebridge Capital Advisors LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 19 | $1.00K | 0.00% | +19 | New |
| Sierra Capital LLC | 19 | $1.00K | 0.00% | +19 | New |
| Center for Financial Planning, Inc. | 18 | $1.00K | 0.00% | +18 | New |
| Outfitter Financial LLC | 24 | $1.00K | 0.00% | +24 | New |
| KB Financial Partners, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Activest Wealth Management | 10 | $1.00K | 0.00% | +10 | New |
| Optimum Investment Advisors | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 29 | $2.00K | 0.00% | +29 | New |
| Schubert & Co | 27 | $2.00K | 0.00% | +27 | New |
| Beaird Harris Wealth Management, LLC | 34 | $2.00K | 0.00% | +34 | New |
| Mystic Asset Management, Inc. | 36 | $2.00K | 0.00% | +36 | New |
| Kelly Financial Services LLC | 39 | $2.41K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 41 | $2.54K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 45 | $2.78K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 47 | $3.00K | 0.00% | +47 | New |
| EverSource Wealth Advisors, LLC | 56 | $3.00K | 0.00% | +56 | New |
| Seldon Capital LP | 49 | $3.00K | 0.00% | +49 | New |
| Cassady Schiller Wealth Management, LLC | 52 | $3.00K | 0.00% | +52 | New |
| Delta Asset Management LLC | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 66 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 66 | $4.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 57 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 69 | $4.00K | 0.00% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 72 | $4.00K | 0.00% | +72 | New |
| Glen Eagle Advisors, LLC | 66 | $4.08K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 83 | $5.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 90 | $5.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 88 | $5.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 78 | $5.00K | 0.00% | +78 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 75 | $5.00K | 0.00% | +75 | New |
| Amplius Wealth Advisors, LLC | 83 | $5.00K | 0.00% | +83 | New |
| TCTC Holdings, LLC | 93 | $6.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 100 | $6.00K | 0.00% | −9−8.3% | Reduced |
| Crewe Advisors LLC | 98 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 97 | $6.00K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 89 | $6.00K | 0.00% | +89 | New |
| Surevest, LLC | 105 | $6.00K | 0.00% | +105 | New |
| McCarthy Grittinger Financial Group, LLC | 98 | $6.06K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 116 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 119 | $7.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 116 | $7.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 111 | $7.00K | 0.00% | +111 | New |
| Northwest Investment Counselors, LLC | 110 | $7.00K | 0.00% | +110 | New |
| Barrett Asset Management, LLC | 112 | $7.00K | 0.00% | +112 | New |
| Earnest Partners LLC | 126 | $8.00K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 145 | $9.00K | 0.00% | −37,102−99.6% | Reduced |
| Baldwin Brothers Inc | 150 | $9.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 151 | $9.00K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 140 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 146 | $9.00K | 0.00% | +26+21.7% | Added |
| MV Capital Management, Inc. | 146 | $9.00K | 0.00% | +32+28.1% | Added |
| PFS Partners, LLC | 154 | $9.53K | 0.01% | +154 | New |
| Kozak & Associates, Inc. | 202 | $10.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 169 | $10.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 169 | $10.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 156 | $10.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 160 | $10.0K | 0.00% | −2−1.2% | Reduced |
| Sutton Wealth Advisors Inc. | 174 | $10.8K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 176 | $10.9K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 264 | $11.0K | 0.00% | +72+37.5% | Added |
| Marquette Asset Management, LLC | 195 | $12.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 186 | $12.0K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 187 | $12.0K | 0.00% | +187 | New |
| TFC Financial Management | 213 | $13.0K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 249 | $15.0K | 0.00% | −35−12.3% | Reduced |
| Farmers & Merchants Investments Inc | 244 | $15.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 242 | $15.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 240 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 235 | $15.0K | 0.01% | +235 | New |
| Parkside Financial Bank & Trust | 259 | $16.0K | 0.00% | +6+2.4% | Added |
| Charter Oak Capital Management, LLC | 256 | $16.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 264 | $16.0K | 0.00% | +18+7.3% | Added |
| Anchor Investment Management, LLC | 264 | $16.3K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 275 | $17.0K | 0.00% | +8+3.0% | Added |
| West Paces Advisors Inc. | 279 | $17.3K | 0.01% | 00.0% | Unchanged |
