| Castleview Partners, LLC | 1 | $0 | 0.00% | −567,502−100.0% | Reduced |
| Gemmer Asset Management LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 3 | $0 | 0.00% | +3 | New |
| CFS Investment Advisory Services, LLC | 10,525 | $0 | 0.00% | +10,525 | New |
| USA Financial Portformulas Corp | 9 | $1.00K | 0.00% | −8,648−99.9% | Reduced |
| Clean Yield Group | 5 | $1.00K | 0.00% | −141−96.6% | Reduced |
| JFS Wealth Advisors, LLC | 10 | $1.00K | 0.00% | −46−82.1% | Reduced |
| Gradient Investments LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Moisand Fitzgerald Tamayo, LLC | 7 | $1.00K | 0.00% | +7 | New |
| PEAK6 Investments LLC | 4 | $1.00K | 0.00% | +4 | New |
| Global Wealth Management Investment Advisory, Inc. | 11 | $1.00K | 0.00% | +11 | New |
| Lenox Wealth Advisors, LLC | 15 | $2.00K | 0.00% | −1−6.3% | Reduced |
| Prestige Wealth Management Group LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $2.00K | 0.00% | −2−14.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 14 | $2.00K | 0.00% | +12+600.0% | Added |
| ClariVest Asset Management LLC | 19 | $3.00K | 0.00% | −13−40.6% | Reduced |
| Bogart Wealth, LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 22 | $3.00K | 0.00% | +22 | New |
| Tucker Asset Management LLC | 25 | $3.29K | 0.00% | −27−51.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 28 | $4.00K | 0.00% | +1+3.7% | Added |
| Raffa Wealth Management, LLC | 34 | $4.47K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 40 | $5.00K | 0.00% | −2,834−98.6% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 37 | $5.00K | 0.00% | −388−91.3% | Reduced |
| Fieldpoint Private Securities, LLC | 39 | $5.00K | 0.00% | −296−88.4% | Reduced |
| Zullo Investment Group, Inc. | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 36 | $5.00K | 0.00% | +36 | New |
| Creative Financial Designs Inc | 42 | $6.00K | 0.00% | −3,994−99.0% | Reduced |
| Capital Advisors, Ltd. LLC | 48 | $6.00K | 0.00% | −5−9.4% | Reduced |
| South State Corp. | 45 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 45 | $6.00K | 0.01% | +45 | New |
| Arrow Financial Corp | 50 | $7.00K | 0.00% | −10−16.7% | Reduced |
| Northwest Investment Counselors, LLC | 56 | $7.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 54 | $7.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 52 | $7.00K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 64 | $8.00K | 0.00% | −44−40.7% | Reduced |
| JJJ Advisors Inc. | 63 | $8.00K | 0.00% | −30−32.3% | Reduced |
| GW&K Investment Management, LLC | 60 | $8.00K | 0.00% | +60 | New |
| Exchange Traded Concepts, LLC | 70 | $9.00K | 0.00% | −1−1.4% | Reduced |
| Crewe Advisors LLC | 65 | $9.00K | 0.00% | +27+71.1% | Added |
| Cordasco Financial Network | 75 | $10.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 76 | $10.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 73 | $10.0K | 0.00% | +27+58.7% | Added |
| Spartan Planning & Wealth Management | 78 | $10.0K | 0.01% | +78 | New |
| TD Ameritrade Investment Management, LLC | 87 | $11.0K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 93 | $12.0K | 0.00% | −1,716−94.9% | Reduced |
| Sandy Spring Bank | 94 | $12.0K | 0.00% | +2+2.2% | Added |
| Tarbox Family Office, Inc. | 97 | $13.0K | 0.00% | −77−44.3% | Reduced |
| Toth Financial Advisory Corp | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 100 | $13.0K | 0.01% | +100 | New |
| Bank of New Hampshire | 102 | $13.0K | 0.00% | +102 | New |
| Sutton Wealth Advisors Inc. | 99 | $13.0K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 105 | $14.0K | 0.01% | −15−12.5% | Reduced |
| CoreFirst Bank & Trust | 110 | $14.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 109 | $14.0K | 0.01% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 109 | $14.0K | 0.00% | +5+4.8% | Added |
| Tradewinds Capital Management, LLC | 103 | $14.0K | 0.00% | +1+1.0% | Added |
| Power Corp of Canada | 105 | $14.0K | 0.00% | +105 | New |
| Operose Advisors LLC | 110 | $14.0K | 0.01% | +110 | New |
| Lee Financial Co | 114 | $15.0K | 0.00% | −35−23.5% | Reduced |
| Horan Securities, Inc. | 118 | $15.0K | 0.01% | −13−9.9% | Reduced |
| Key Financial Inc | 114 | $15.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 110 | $15.0K | 0.00% | +1+0.9% | Added |
| Webster Bank, N. A. | 120 | $16.0K | 0.00% | −309−72.0% | Reduced |
| FourThought Financial, LLC | 125 | $16.0K | 0.00% | −30−19.4% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 120 | $16.0K | 0.01% | +120 | New |
| Winch Advisory Services, LLC | 126 | $17.0K | 0.01% | +1+0.8% | Added |
| Dark Forest Capital Management LP | 134 | $17.0K | 0.00% | +23+20.7% | Added |
| West Paces Advisors Inc. | 133 | $17.5K | 0.01% | +12+9.9% | Added |
| McCarthy Asset Management, Inc. | 134 | $18.0K | 0.01% | +1+0.8% | Added |
| Atwood & Palmer Inc | 155 | $20.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 153 | $20.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 155 | $20.0K | 0.00% | +13+9.2% | Added |
| Adirondack Trust Co | 156 | $21.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 159 | $21.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 164 | $22.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 178 | $23.0K | 0.00% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 188 | $25.0K | 0.00% | −196−51.0% | Reduced |
| Tradition Wealth Management, LLC | 190 | $25.0K | 0.00% | +190 | New |
| Hexagon Capital Partners LLC | 203 | $27.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 207 | $27.0K | 0.00% | +207 | New |
| Bartlett & Co. Wealth Management LLC | 207 | $27.2K | 0.00% | +207 | New |
| Evoke Wealth, LLC | 213 | $28.0K | 0.00% | −1,971−90.2% | Reduced |
| Cyrus J. Lawrence, LLC | 218 | $29.0K | 0.01% | +218 | New |
| Beacon Capital Management, LLC | 219 | $29.0K | 0.01% | +219 | New |
| Zions Bancorporation, N.A. | 226 | $30.0K | 0.00% | −70−23.6% | Reduced |
| Valley National Advisers Inc | 225 | $30.0K | 0.01% | 00.0% | Unchanged |
