| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | −136−94.4% | Reduced |
| McClarren Financial Advisors, Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 7 | $0 | 0.00% | +7 | New |
| Leonteq Securities AG | 1 | $58 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $233 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 6 | $349 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 6 | $349 | 0.00% | +5+500.0% | Added |
| True Wealth Design, LLC | 7 | $408 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 8 | $465 | 0.00% | +8 | New |
| Arrow Financial Corp | 10 | $582 | 0.00% | −3−23.1% | Reduced |
| Eagle Bay Advisors LLC | 12 | $698 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 17 | $990 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 19 | $1.10K | 0.00% | −118−86.1% | Reduced |
| Hollencrest Capital Management | 19 | $1.10K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 19 | $1.10K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 21 | $1.22K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 21 | $1.22K | 0.00% | +21 | New |
| Baldwin Brothers Inc | 22 | $1.28K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 23 | $1.34K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 30 | $1.75K | 0.00% | +30 | New |
| Milestone Investment Advisors LLC | 30 | $1.75K | 0.00% | +30 | New |
| TD Ameritrade Investment Management, LLC | 36 | $2.00K | 0.00% | −5−12.2% | Reduced |
| Kelly Financial Services LLC | 39 | $2.27K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 45 | $2.62K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 45 | $2.62K | 0.00% | −75−62.5% | Reduced |
| Highline Wealth Partners LLC | 46 | $2.68K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 47 | $2.74K | 0.00% | +8+20.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 48 | $2.79K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 46 | $3.00K | 0.00% | +46 | New |
| Tucker Asset Management LLC | 57 | $3.32K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 57 | $3.32K | 0.00% | +57 | New |
| SRS Capital Advisors, Inc. | 58 | $3.38K | 0.00% | +58 | New |
| Abound Wealth Management | 60 | $3.49K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 62 | $3.61K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 62 | $3.61K | 0.00% | +62 | New |
| Delta Asset Management LLC | 65 | $3.78K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 66 | $3.84K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 67 | $3.90K | 0.00% | +67 | New |
| Tradition Wealth Management, LLC | 75 | $4.00K | 0.00% | +8+11.9% | Added |
| Baker Avenue Asset Management, LP | 79 | $4.60K | 0.00% | +9+12.9% | Added |
| TCTC Holdings, LLC | 93 | $5.41K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 93 | $5.41K | 0.00% | +1+1.1% | Added |
| Gables Capital Management Inc. | 97 | $5.64K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 100 | $5.83K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 100 | $5.83K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 95 | $6.00K | 0.00% | −80−45.7% | Reduced |
| Clearstead Advisors, LLC | 110 | $6.40K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 110 | $6.40K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 116 | $6.75K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 119 | $6.92K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 119 | $6.92K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 120 | $7.00K | 0.00% | −59−33.0% | Reduced |
| JNBA Financial Advisors | 123 | $7.16K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 124 | $7.21K | 0.00% | +4+3.3% | Added |
| Earnest Partners LLC | 126 | $7.33K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 140 | $8.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 139 | $8.09K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 139 | $8.09K | 0.00% | +15+12.1% | Added |
| Monetary Management Group Inc | 140 | $8.14K | 0.00% | +140 | New |
| Zions Bancorporation, N.A. | 144 | $8.38K | 0.00% | −147−50.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 145 | $8.45K | 0.00% | +55+61.1% | Added |
| Umb Bank N A | 147 | $8.55K | 0.00% | +69+88.5% | Added |
| WealthPLAN Partners, LLC | 147 | $8.55K | 0.00% | +147 | New |
| Orion Capital Management LLC | 151 | $8.79K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 154 | $8.98K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 163 | $9.00K | 0.00% | +68+71.6% | Added |
| JFS Wealth Advisors, LLC | 156 | $9.08K | 0.00% | −6−3.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 176 | $10.2K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 176 | $10.2K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 176 | $10.2K | 0.01% | +176 | New |
| Sunbelt Securities, Inc. | 180 | $10.3K | 0.00% | +180 | New |
| Stonebridge Capital Advisors LLC | 193 | $11.2K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 195 | $11.3K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 197 | $11.5K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 200 | $11.6K | 0.00% | −137−40.7% | Reduced |
| Kozak & Associates, Inc. | 202 | $11.8K | 0.01% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 200 | $12.0K | 0.00% | +200 | New |
| Lee Financial Co | 220 | $12.8K | 0.00% | −170−43.6% | Reduced |
| McIlrath & Eck, LLC | 242 | $14.1K | 0.00% | +132+120.0% | Added |
| Raleigh Capital Management Inc. | 254 | $14.8K | 0.01% | +254 | New |
| Anchor Investment Management, LLC | 264 | $15.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 269 | $16.0K | 0.01% | −155−36.6% | Reduced |
| Arlington Partners LLC | 275 | $16.0K | 0.00% | +275 | New |
| Ridgewood Investments LLC | 277 | $16.1K | 0.01% | +277 | New |
| Gradient Investments LLC | 291 | $16.9K | 0.00% | −26−8.2% | Reduced |
| Versant Capital Management, Inc | 292 | $17.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 302 | $17.6K | 0.00% | −6−1.9% | Reduced |
| Riverview Trust Co | 302 | $17.6K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 309 | $18.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 316 | $18.4K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 329 | $19.1K | 0.01% | −32−8.9% | Reduced |
| Bell Investment Advisors, Inc | 331 | $19.3K | 0.00% | +9+2.8% | Added |
| Concord Wealth Partners | 357 | $20.8K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 366 | $21.3K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 420 | $21.9K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 383 | $22.3K | 0.01% | 00.0% | Unchanged |