| Global Assets Advisory, LLC | 48,616 | $381 | 0.02% | +48,616 | New |
| PFS Partners, LLC | 4 | $514 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 8 | $1.03K | 0.00% | +8 | New |
| ZRC Wealth Management, LLC | 10 | $1.28K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.28K | 0.00% | +10 | New |
| Cassady Schiller Wealth Management, LLC | 10 | $1.28K | 0.00% | +10 | New |
| Semmax Financial Advisors Inc. | 10 | $1.33K | 0.00% | −19−65.5% | Reduced |
| Goodman Advisory Group, LLC | 11 | $1.41K | 0.00% | +11 | New |
| Toth Financial Advisory Corp | 11 | $1.41K | 0.00% | +11 | New |
| Caitlin John, LLC | 14 | $1.83K | 0.00% | −176−92.6% | Reduced |
| West Oak Capital, LLC | 12 | $2.00K | 0.00% | +12 | New |
| MV Capital Management, Inc. | 20 | $2.57K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 20 | $2.57K | 0.00% | +20 | New |
| First Command Advisory Services, Inc. | 24 | $3.08K | 0.00% | +24 | New |
| Financial Synergies Wealth Advisors, Inc. | 24 | $3.08K | 0.00% | +24 | New |
| Naples Money Management LLC | 25 | $3.21K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 26 | $3.34K | 0.00% | +26 | New |
| Trivant Custom Portfolio Group, LLC | 27 | $3.47K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 27 | $3.47K | 0.00% | +27 | New |
| CKW Financial Group | 30 | $4.00K | 0.00% | +30 | New |
| Main Street Group, LTD | 37 | $4.72K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 38 | $4.88K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 38 | $4.88K | 0.00% | +38 | New |
| Smithfield Trust Co | 30 | $5.00K | 0.00% | +30 | New |
| Pacific Capital Wealth Advisors, Inc | 40 | $5.14K | 0.00% | +40 | New |
| ClariVest Asset Management LLC | 41 | $5.25K | 0.00% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 42 | $5.30K | 0.01% | +42 | New |
| Activest Wealth Management | 42 | $5.39K | 0.00% | +42 | New |
| Delta Asset Management LLC | 50 | $6.42K | 0.00% | +50 | New |
| Carolinas Wealth Consulting LLC | 58 | $7.50K | 0.00% | +2+3.6% | Added |
| Macroview Investment Management LLC | 60 | $7.70K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 60 | $7.70K | 0.00% | +55+1,100.0% | Added |
| Gilliland Jeter Wealth Management LLC | 60 | $7.70K | 0.00% | +60 | New |
| Abound Wealth Management | 61 | $7.85K | 0.00% | −3−4.7% | Reduced |
| CGC Financial Services, LLC | 65 | $8.35K | 0.00% | +5+8.3% | Added |
| Knuff & Co LLC | 65 | $8.35K | 0.00% | +65 | New |
| DecisionPoint Financial, LLC | 66 | $8.37K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 68 | $8.73K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 70 | $8.99K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 70 | $9.00K | 0.00% | +70 | New |
| Institutional & Family Asset Management, LLC | 72 | $9.24K | 0.00% | +32+80.0% | Added |
| Hanson & Doremus Investment Management | 76 | $10.0K | 0.00% | +70+1,166.7% | Added |
| West Branch Capital LLC | 78 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 78 | $10.0K | 0.00% | +26+50.0% | Added |
| Western Pacific Wealth Management, LP | 80 | $10.3K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 80 | $10.3K | 0.01% | +80 | New |
| LRI Investments, LLC | 84 | $10.8K | 0.00% | +84 | New |
| Raleigh Capital Management Inc. | 91 | $11.7K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 98 | $12.6K | 0.00% | +98 | New |
| Eagle Bay Advisors LLC | 98 | $12.7K | 0.01% | −14−12.5% | Reduced |
| Halpern Financial, Inc. | 100 | $12.7K | 0.00% | 00.0% | Unchanged |
| ADAR1 Capital Management, LLC | 100 | $12.8K | 0.00% | −6,250−98.4% | Reduced |
| Center for Financial Planning, Inc. | 100 | $12.8K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 100 | $12.8K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 100 | $12.8K | 0.00% | +100 | New |
| Archer Investment Corp | 101 | $13.0K | 0.00% | −17−14.4% | Reduced |
| First United Bank Trust | 105 | $13.5K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 114 | $14.6K | 0.00% | −918−89.0% | Reduced |
| Newton One Investments LLC | 115 | $14.8K | 0.01% | +115 | New |
| True Wealth Design, LLC | 116 | $14.9K | 0.00% | +46+65.7% | Added |
| Global Wealth Strategies & Associates | 120 | $15.4K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 120 | $15.4K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 122 | $15.7K | 0.01% | +122 | New |
| GoalVest Advisory LLC | 127 | $16.3K | 0.01% | +127 | New |
| Ulland Investment Advisors, LLC | 132 | $17.0K | 0.01% | +132 | New |
| REAP Financial Group, LLC | 132 | $17.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 135 | $17.3K | 0.00% | −65−32.5% | Reduced |
| Brown Shipley& Co Ltd | 158 | $17.5K | 0.01% | +158 | New |
| JDM Financial Group LLC | 95 | $17.7K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 141 | $18.1K | 0.00% | +141 | New |
| Grayhawk Investment Strategies Inc. | 144 | $18.5K | 0.02% | +144 | New |
| FIL Ltd | 148 | $19.0K | 0.00% | +23+18.4% | Added |
| Chesapeake Asset Management LLC | 156 | $20.0K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 158 | $20.3K | 0.02% | +20+14.5% | Added |
| Beaird Harris Wealth Management, LLC | 161 | $20.7K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 169 | $21.7K | 0.02% | −67−28.4% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 174 | $22.2K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 174 | $22.5K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 178 | $22.9K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 179 | $23.0K | 0.02% | +179 | New |
| Macquarie Group Ltd | 181 | $23.0K | 0.00% | +3+1.7% | Added |
| Capital Analysts, LLC | 179 | $23.0K | 0.00% | +140+359.0% | Added |
| Westend Capital Management, LLC | 180 | $23.1K | 0.01% | +180 | New |
| Core Wealth Advisors, Inc. | 182 | $23.4K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 190 | $24.4K | 0.02% | +190 | New |
| First PREMIER Bank | 194 | $25.0K | 0.01% | +194 | New |
| Albion Financial Group | 199 | $25.6K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 200 | $25.7K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 200 | $25.7K | 0.01% | +200 | New |
| Dixon Mitchell Investment Counsel Inc. | 200 | $25.9K | 0.00% | +200 | New |
| TD Capital Management LLC | 206 | $26.5K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 219 | $28.1K | 0.01% | +24+12.3% | Added |
| Caldwell Sutter Capital, Inc. | 222 | $28.5K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 224 | $28.8K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 229 | $29.4K | 0.01% | +229 | New |
| Vermillion & White Wealth Management Group, LLC | 236 | $30.4K | 0.02% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 242 | $31.0K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 249 | $32.0K | 0.03% | −101−28.9% | Reduced |
| CNB Bank | 250 | $32.1K | 0.02% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 250 | $32.1K | 0.01% | +250 | New |