| Valley National Advisers Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 4 | $0 | 0.00% | +4 | New |
| Wealth Quarterback LLC | 3 | $0 | 0.00% | +3 | New |
| Ade, LLC | 2 | $0 | 0.00% | +2 | New |
| Financial Perspectives, Inc | 2 | $259 | 0.00% | −251−99.2% | Reduced |
| Global Financial Private Client, LLC | 4 | $520 | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 10 | $1.00K | 0.00% | −14−58.3% | Reduced |
| Security National Trust Co | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.02% | +3 | New |
| Tucker Asset Management LLC | 9 | $1.17K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 19 | $2.00K | 0.00% | −37−66.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 14 | $2.00K | 0.00% | −8−36.4% | Reduced |
| Column Capital Advisors, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 22 | $3.00K | 0.00% | −123−84.8% | Reduced |
| Arlington Partners LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 23 | $3.00K | 0.00% | −3−11.5% | Reduced |
| Winch Advisory Services, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 21 | $3.00K | 0.00% | +21 | New |
| Tradition Wealth Management, LLC | 24 | $3.00K | 0.00% | +24 | New |
| Raffa Wealth Management, LLC | 27 | $3.50K | 0.00% | +1+3.8% | Added |
| Brewin Dolphin Ltd | 29 | $3.76K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 30 | $4.00K | 0.00% | +26+650.0% | Added |
| Gradient Investments LLC | 32 | $4.00K | 0.00% | +27+540.0% | Added |
| MV Capital Management, Inc. | 32 | $4.00K | 0.00% | +26+433.3% | Added |
| Earnest Partners LLC | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 35 | $5.00K | 0.00% | +15+75.0% | Added |
| West Paces Advisors Inc. | 45 | $5.83K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 49 | $6.00K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 48 | $6.00K | 0.00% | 00.0% | Unchanged |
| Truehand, Inc | 57 | $7.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 54 | $7.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 55 | $7.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 52 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 52 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 59 | $8.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 66 | $9.00K | 0.00% | −25−27.5% | Reduced |
| First Horizon Corp | 74 | $9.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 72 | $9.00K | 0.00% | −1−1.4% | Reduced |
| Carolinas Wealth Consulting LLC | 72 | $9.00K | 0.00% | +1+1.4% | Added |
| Atwood & Palmer Inc | 80 | $10.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 75 | $10.0K | 0.00% | −3−3.8% | Reduced |
| First Horizon Advisors, Inc. | 89 | $11.0K | 0.00% | +76+584.6% | Added |
| Lee Financial Co | 96 | $12.0K | 0.00% | −4−4.0% | Reduced |
| Parkside Financial Bank & Trust | 95 | $12.0K | 0.00% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 90 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 90 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 90 | $12.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 94 | $12.0K | 0.01% | +94 | New |
| Washington Trust Co | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 102 | $13.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 102 | $13.0K | 0.01% | +2+2.0% | Added |
| Laurel Wealth Advisors LLC | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 110 | $14.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 105 | $14.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 115 | $14.8K | 0.00% | +9+8.5% | Added |
| Parallax Volatility Advisers, L.P. | 117 | $15.0K | 0.00% | −1,811−93.9% | Reduced |
| Gemmer Asset Management LLC | 114 | $15.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 113 | $15.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 118 | $15.0K | 0.00% | +78+195.0% | Added |
| Strategic Blueprint, LLC | 112 | $15.0K | 0.00% | +112 | New |
| Baldwin Brothers Inc | 124 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 125 | $16.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 123 | $16.0K | 0.00% | −1−0.8% | Reduced |
| Piscataqua Savings Bank | 125 | $16.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 121 | $16.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 165 | $21.0K | 0.00% | −71−30.1% | Reduced |
| Howe & Rusling Inc | 163 | $21.0K | 0.00% | 00.0% | Unchanged |