| Summit Wealth Group, LLC | 101,309 | $0 | 0.00% | +101,309 | New |
| SOA Wealth Advisors, LLC. | 1 | $465 | 0.00% | −100−99.0% | Reduced |
| WestEnd Advisors, LLC | – | $465 | 0.00% | – | – |
| AllSquare Wealth Management LLC | 1 | $465 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1 | $465 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $465 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $465 | 0.00% | +1 | New |
| PEAK6 Investments LLC | 1 | $673 | 0.00% | −2−66.7% | Reduced |
| Cranbrook Wealth Management, LLC | 2 | $808 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 2 | $878 | 0.00% | +2 | New |
| Creative Financial Designs Inc | 2 | $929 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $929 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 2 | $930 | 0.00% | +2 | New |
| Avion Wealth | 3 | $1.00K | 0.00% | +3 | New |
| Blume Capital Management, Inc. | 3 | $1.39K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 3 | $1.39K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 4 | $1.39K | 0.00% | +4 | New |
| Gables Capital Management Inc. | 3 | $1.39K | 0.00% | +3 | New |
| Financial Synergies Wealth Advisors, Inc. | 3 | $1.40K | 0.00% | +3 | New |
| Washington Trust Co | 4 | $1.86K | 0.00% | −1−20.0% | Reduced |
| Global Trust Asset Management, LLC | 4 | $1.86K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $1.86K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 4 | $1.86K | 0.00% | +2+100.0% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 4 | $2.00K | 0.00% | −84−95.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 5 | $2.32K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $2.32K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 5 | $2.32K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 6 | $2.79K | 0.00% | −2−25.0% | Reduced |
| Motco | 6 | $2.79K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 6 | $2.79K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 6 | $2.79K | 0.00% | +3+100.0% | Added |
| Caldwell Sutter Capital, Inc. | 6 | $2.79K | 0.00% | +6 | New |
| GW&K Investment Management, LLC | 6 | $3.00K | 0.00% | −17−73.9% | Reduced |
| Capital Analysts, LLC | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 7 | $3.25K | 0.00% | −3−30.0% | Reduced |
| North Star Investment Management Corp. | 7 | $3.25K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 7 | $3.25K | 0.00% | +7 | New |
| Cape Investment Advisory, Inc. | 7 | $3.25K | 0.00% | +7 | New |
| Mendota Financial Group, LLC | 6 | $3.34K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 8 | $3.72K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 9 | $4.00K | 0.00% | +5+125.0% | Added |
| WR Wealth Planners, LLC | 9 | $4.18K | 0.00% | +8+800.0% | Added |
| Grey Fox Wealth Advisors, LLC | 9 | $4.18K | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $4.65K | 0.00% | −19,220−99.9% | Reduced |
| Legend Financial Advisors, Inc. | 10 | $4.65K | 0.00% | −5−33.3% | Reduced |
| Estabrook Capital Management | 10 | $4.65K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $4.65K | 0.00% | +10 | New |
| Trivant Custom Portfolio Group, LLC | 10 | $4.65K | 0.00% | +10 | New |
| Pacifica Partners Inc. | 10 | $4.71K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 11 | $5.11K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 11 | $5.11K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 12 | $5.58K | 0.00% | −18−60.0% | Reduced |
| Lee Financial Co | 12 | $5.58K | 0.00% | −2−14.3% | Reduced |
| Sittner & Nelson, LLC | 12 | $5.58K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $5.58K | 0.00% | +1+9.1% | Added |
| TSFG, LLC | 12 | $6.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 13 | $6.04K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 13 | $6.04K | 0.00% | +13 | New |
| JCIC Asset Management Inc. | 14 | $6.51K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 16 | $7.44K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 18 | $8.11K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 18 | $8.37K | 0.00% | −1−5.3% | Reduced |
| Eagle Bay Advisors LLC | 19 | $8.83K | 0.00% | −4−17.4% | Reduced |
| Heritage Wealth Advisors | 19 | $8.83K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 21 | $9.00K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 20 | $9.29K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 20 | $9.29K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 20 | $9.29K | 0.01% | +5+33.3% | Added |
| Optimum Investment Advisors | 20 | $9.29K | 0.00% | +20 | New |
| TD Ameritrade Investment Management, LLC | 21 | $10.0K | 0.00% | −4−16.0% | Reduced |
| JFS Wealth Advisors, LLC | 22 | $10.2K | 0.00% | −2−8.3% | Reduced |
| Red Tortoise LLC | 23 | $10.7K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 23 | $10.7K | 0.00% | +1+4.5% | Added |
| ICA Group Wealth Management, LLC | 23 | $10.7K | 0.00% | +1+4.5% | Added |
| Cassady Schiller Wealth Management, LLC | 25 | $11.6K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 26 | $12.1K | 0.01% | +26 | New |
| Raffa Wealth Management, LLC | 27 | $12.5K | 0.00% | +2+8.0% | Added |
| Sageworth Trust Co | 27 | $12.5K | 0.00% | +27 | New |
| Avalon Trust Co | 30 | $13.9K | 0.00% | +30 | New |
| NewSquare Capital LLC | 31 | $14.4K | 0.00% | +13+72.2% | Added |
| Moisand Fitzgerald Tamayo, LLC | 31 | $14.4K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 32 | $14.9K | 0.00% | −60−65.2% | Reduced |
| Financial Management Professionals, Inc. | 33 | $15.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 33 | $15.3K | 0.00% | +28+560.0% | Added |
| HHM Wealth Advisors, LLC | 37 | $17.2K | 0.00% | +11+42.3% | Added |
| Missouri Trust & Investment Co | 39 | $18.1K | 0.01% | +10+34.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 40 | $18.6K | 0.01% | +18+81.8% | Added |
| Mach-1 Financial Group, Inc. | 40 | $18.6K | 0.12% | +40 | New |
| Spence Asset Management | 41 | $19.1K | 0.01% | −34,572−99.9% | Reduced |
| Ridgewood Investments LLC | 41 | $19.1K | 0.01% | +41 | New |
| Hartford Financial Management Inc. | 43 | $20.0K | 0.01% | +3+7.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 43 | $20.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 44 | $20.4K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 44 | $20.4K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 45 | $20.9K | 0.02% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 45 | $20.9K | 0.00% | +4+9.8% | Added |
| Atticus Wealth Management, LLC | 45 | $20.9K | 0.01% | −50−52.6% | Reduced |
| Graham Capital Wealth Management, LLC | 47 | $21.8K | 0.03% | +47 | New |
| First Financial Corp | 48 | $22.3K | 0.01% | 00.0% | Unchanged |