| AllSquare Wealth Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 2 | $0 | 0.00% | +2 | New |
| Delos Wealth Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| WR Wealth Planners, LLC | 1 | $378 | 0.00% | −12−92.3% | Reduced |
| Global Financial Private Client, LLC | 2 | $783 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2 | $1.00K | 0.00% | −15−88.2% | Reduced |
| Bartlett & Co. LLC | 3 | $1.00K | 0.00% | −12−80.0% | Reduced |
| PEAK6 Investments LLC | 2 | $1.00K | 0.00% | −4−66.7% | Reduced |
| Creative Financial Designs Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 2 | $1.00K | 0.00% | +2 | New |
| FNY Investment Advisers, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Bartlett & Co. Wealth Management LLC | 3 | $1.13K | 0.00% | −12−80.0% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 3 | $1.13K | 0.00% | +3 | New |
| Absolute Capital Management, LLC | 4 | $1.54K | 0.00% | +4 | New |
| MCF Advisors LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3 | $2.00K | 0.00% | −1−25.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 6 | $2.00K | 0.00% | +1+20.0% | Added |
| Disciplined Investments, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 4 | $2.00K | 0.00% | +1+33.3% | Added |
| TFC Financial Management | 4 | $2.00K | 0.00% | +1+33.3% | Added |
| Lumature Wealth Partners, LLC | 8 | $3.00K | 0.00% | −8−50.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 7 | $3.00K | 0.00% | +5+250.0% | Added |
| American Research & Management Co. | 7 | $3.00K | 0.00% | +7 | New |
| Community Bank, N.A. | 9 | $3.00K | 0.00% | +9 | New |
| Dark Forest Capital Management LP | 8 | $3.00K | 0.00% | +8 | New |
| Estabrook Capital Management | 10 | $3.78K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 10 | $3.78K | 0.00% | +1+11.1% | Added |
| Berkshire Capital Holdings Inc | 10 | $4.00K | 0.00% | −16,630−99.9% | Reduced |
| Northwest Investment Counselors, LLC | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 11 | $4.00K | 0.00% | +5+83.3% | Added |
| SJS Investment Consulting Inc. | 11 | $4.00K | 0.00% | +11 | New |
| Evermay Wealth Management LLC | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 12 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 12 | $5.00K | 0.00% | +12 | New |
| Stuart Chaussee & Associates, Inc. | 16 | $6.00K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 14 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 19 | $7.00K | 0.00% | −3−13.6% | Reduced |
| Moser Wealth Advisors, LLC | 18 | $7.00K | 0.01% | +18 | New |
| Heritage Wealth Advisors | 19 | $7.17K | 0.00% | −338−94.7% | Reduced |
| Arrow Financial Corp | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 21 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 21 | $8.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 20 | $8.00K | 0.00% | +20 | New |
| Kathleen S. Wright Associates Inc. | 20 | $8.00K | 0.01% | +20 | New |
| HHM Wealth Advisors, LLC | 24 | $9.00K | 0.00% | −110−82.1% | Reduced |
| Ten Capital Wealth Advisors, LLC | 25 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 25 | $9.00K | 0.00% | +25 | New |
| Larson Financial Group LLC | 26 | $10.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 26 | $10.0K | 0.00% | +8+44.4% | Added |
| North Star Investment Management Corp. | 30 | $11.0K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 29 | $11.0K | 0.01% | 00.0% | Unchanged |
| Rock Creek Group, LP | 30 | $11.0K | 0.00% | +16+114.3% | Added |
| Annapolis Financial Services, LLC | 30 | $11.0K | 0.00% | +29+2,900.0% | Added |
| Hillsdale Investment Management Inc. | 30 | $11.0K | 0.00% | +30 | New |
| American National Bank | 32 | $12.0K | 0.00% | +11+52.4% | Added |
| Capital Advisors, Ltd. LLC | 33 | $12.0K | 0.00% | +16+94.1% | Added |
| Brown, Lisle/Cummings, Inc. | 35 | $13.2K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 38 | $14.0K | 0.00% | +2+5.6% | Added |
| RWM Asset Management, LLC | 36 | $14.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 39 | $14.7K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 41 | $15.0K | 0.00% | −26−38.8% | Reduced |
| Hartford Financial Management Inc. | 40 | $15.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 39 | $15.0K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 43 | $16.0K | 0.01% | +43 | New |
| Rational Advisors LLC | 44 | $17.0K | 0.00% | −2,499−98.3% | Reduced |
| Worth Asset Management, LLC | 45 | $17.0K | 0.01% | −56−55.4% | Reduced |
| Financial Management Professionals, Inc. | 45 | $17.0K | 0.00% | −2−4.3% | Reduced |
| MV Capital Management, Inc. | 47 | $18.0K | 0.00% | −25−34.7% | Reduced |
| Baystate Wealth Management LLC | 48 | $18.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 38 | $18.0K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 50 | $19.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $19.0K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 49 | $19.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 50 | $19.0K | 0.01% | +50 | New |
| Abound Wealth Management | 51 | $19.3K | 0.01% | +51 | New |
| Tortoise Investment Management, LLC | 52 | $20.0K | 0.00% | −10−16.1% | Reduced |
| Harding Loevner LP | 54 | $20.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 53 | $20.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 55 | $21.0K | 0.00% | −2−3.5% | Reduced |
| Goodman Advisory Group, LLC | 61 | $23.0K | 0.01% | −1,506−96.1% | Reduced |
| Bell Investment Advisors, Inc | 60 | $23.0K | 0.01% | −3−4.8% | Reduced |
| JFS Wealth Advisors, LLC | 62 | $23.0K | 0.00% | 00.0% | Unchanged |