| Arrow Financial Corp | 1 | $0 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 50 | $0 | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 35 | $0 | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 20 | $0 | 0.00% | −330−94.3% | Reduced |
| Bedel Financial Consulting, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 27 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 2 | $0 | 0.00% | +2 | New |
| Atlantic Trust, LLC | 2 | $0 | 0.00% | +2 | New |
| Modus Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $37 | 0.00% | – | New |
| Kelly Financial Services LLC | 1,653 | $89 | 0.00% | +1,564+1,757.3% | Added |
| Heritage Wealth Advisors | 8 | $149 | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 40 | $743 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 65 | $1.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 72 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 95 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 62 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 60 | $1.00K | 0.00% | −1−1.6% | Reduced |
| Coastal Capital Group, Inc. | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 50 | $1.00K | 0.00% | +50 | New |
| Personal Wealth Partners | 70 | $1.00K | 0.00% | +70 | New |
| Wealth Quarterback LLC | 28 | $1.00K | 0.00% | +28 | New |
| McCarthy Grittinger Financial Group, LLC | 60 | $1.11K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 85 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 103 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 110 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 120 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 105 | $2.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 106 | $2.00K | 0.00% | +56+112.0% | Added |
| Financial Perspectives, Inc | 130 | $2.41K | 0.00% | +130 | New |
| Asset Dedication, LLC | 140 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 136 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 182 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 139 | $3.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 135 | $3.00K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 139 | $3.00K | 0.00% | +10+7.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 140 | $3.00K | 0.00% | +140 | New |
| Beck Bode, LLC | 187 | $3.00K | 0.00% | +187 | New |
| TD Private Client Wealth LLC | 200 | $3.71K | 0.00% | −10−4.8% | Reduced |
| Anchor Investment Management, LLC | 210 | $3.90K | 0.00% | −6−2.8% | Reduced |
| Allworth Financial LP | 203 | $4.00K | 0.00% | −310−60.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 223 | $4.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 219 | $4.00K | 0.00% | 00.0% | Unchanged |
| FAI Wealth Management | 241 | $4.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 241 | $4.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 199 | $4.00K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 225 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 219 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 212 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 190 | $4.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 222 | $4.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 209 | $4.00K | 0.00% | −10−4.6% | Reduced |
| Hoover Financial Advisors, Inc. | 220 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 189 | $4.00K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 222 | $4.00K | 0.00% | +222 | New |
| Granite Investment Partners, LLC | 281 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 297 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wealthstreet Investment Advisors, LLC | 300 | $6.00K | 0.03% | −31,998−99.1% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 300 | $6.00K | 0.00% | −200−40.0% | Reduced |
| AdvisorNet Financial, Inc | 304 | $6.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 297 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 335 | $6.22K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 402 | $7.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 402 | $7.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 351 | $7.00K | 0.00% | 00.0% | Unchanged |
| Veracity Capital LLC | 392 | $7.00K | 0.00% | +372+1,860.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 402 | $7.00K | 0.00% | +402 | New |
| Winch Advisory Services, LLC | 440 | $8.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 442 | $8.00K | 0.00% | −12−2.6% | Reduced |
| NEXT Financial Group, Inc | 459 | $9.00K | 0.00% | −1,000−68.5% | Reduced |
| Clearstead Advisors, LLC | 506 | $9.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 465 | $9.00K | 0.01% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 503 | $9.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 532 | $10.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 542 | $10.0K | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 619 | $11.0K | 0.00% | −141−18.6% | Reduced |
| Laurel Wealth Advisors LLC | 604 | $11.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 648 | $12.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 700 | $13.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 716 | $13.0K | 0.01% | +716 | New |
| American Portfolios Advisors | 726 | $13.5K | 0.00% | +370+103.9% | Added |
| IFP Advisors, Inc | 771 | $14.0K | 0.00% | −772−50.0% | Reduced |
| Baldwin Brothers Inc | 760 | $14.0K | 0.00% | 00.0% | Unchanged |