| Arrow Financial Corp | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 6 | $0 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 11 | $0 | 0.00% | +11 | New |
| Global Financial Private Client, LLC | 59 | $882 | 0.00% | −19−24.4% | Reduced |
| Rise Advisors, LLC | 65 | $968 | 0.00% | +65 | New |
| Old Second National Bank of Aurora | 73 | $1.00K | 0.00% | −395−84.4% | Reduced |
| Norway Savings Bank | 68 | $1.00K | 0.00% | −400−85.5% | Reduced |
| Crewe Advisors LLC | 99 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 56 | $1.00K | 0.00% | +17+43.6% | Added |
| Stephenson National Bank & Trust | 64 | $1.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 95 | $1.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 57 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 76 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 64 | $1.00K | 0.00% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 47 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 61 | $1.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 76 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 49 | $1.00K | 0.00% | +49 | New |
| Ahrens Investment Partners LLC | 88 | $1.00K | 0.00% | +88 | New |
| Mach-1 Financial Group, Inc. | 96 | $1.00K | 0.00% | +96 | New |
| CarsonAllaria Wealth Management, Ltd. | 56 | $1.00K | 0.00% | +56 | New |
| Cassady Schiller Wealth Management, LLC | 90 | $1.00K | 0.00% | +90 | New |
| Archer Investment Corp | 94 | $1.40K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 120 | $1.79K | 0.00% | +120 | New |
| TFC Financial Management | 162 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 163 | $2.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 118 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 105 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 150 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 117 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 149 | $2.00K | 0.00% | +92+161.4% | Added |
| Simon Quick Advisors, LLC | 118 | $2.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 131 | $2.00K | 0.00% | +131 | New |
| Cornerstone Advisory, LLC | 141 | $2.00K | 0.00% | +141 | New |
| JTC Employer Solutions Trusteee Ltd | 128 | $2.00K | 0.00% | +128 | New |
| Financial Perspectives, Inc | 151 | $2.25K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 177 | $3.00K | 0.00% | −125−41.4% | Reduced |
| Wagner Wealth Management, LLC | 200 | $3.00K | 0.00% | −37−15.6% | Reduced |
| Trustcore Financial Services, LLC | 203 | $3.00K | 0.00% | −31−13.2% | Reduced |
| Tradition Wealth Management, LLC | 230 | $3.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 216 | $3.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 202 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 210 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 191 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 208 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 187 | $3.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 150 | $3.00K | 0.00% | +1+0.7% | Added |
| Logan Capital Management Inc | 228 | $3.00K | 0.00% | +225+7,500.0% | Added |
| Amplius Wealth Advisors, LLC | 238 | $3.00K | 0.00% | +238 | New |
| Carroll Investors, Inc | 250 | $3.00K | 0.00% | +250 | New |
| McDonald Partners LLC | 252 | $3.89K | 0.00% | −63,360−99.6% | Reduced |
| Absolute Capital Management, LLC | 252 | $3.89K | 0.00% | +252 | New |
| South State Corp. | 282 | $4.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 312 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 250 | $4.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 252 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 291 | $4.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 248 | $4.00K | 0.00% | +75+43.4% | Added |
| 1832 Asset Management L.P. | 268 | $4.00K | 0.00% | +268 | New |
| JFS Wealth Advisors, LLC | 259 | $4.00K | 0.00% | +259 | New |
| Graves-Light Private Wealth Management, Inc. | 300 | $4.00K | 0.00% | +300 | New |
| Concord Wealth Partners | 300 | $4.00K | 0.00% | +300 | New |
| SJS Investment Consulting Inc. | 250 | $4.00K | 0.00% | +250 | New |
| Raffa Wealth Management, LLC | 319 | $4.76K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 368 | $5.00K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 324 | $5.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 326 | $5.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 351 | $5.00K | 0.00% | 00.0% | Unchanged |
| Huber Capital Management LLC | 324 | $5.00K | 0.00% | +324 | New |
| TD Capital Management LLC | 404 | $6.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 382 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 390 | $6.00K | 0.00% | −2−0.5% | Reduced |
| Arlington Partners LLC | 403 | $6.00K | 0.00% | +403 | New |
| Citizens National Bank Trust Department | 381 | $6.00K | 0.00% | +381 | New |
| Washington Trust Advisors, Inc. | 410 | $6.00K | 0.00% | +410 | New |
| PSI Advisors, LLC | 500 | $7.00K | 0.00% | −3,000−85.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 450 | $7.00K | 0.00% | −1,956−81.3% | Reduced |
| Sargent Bickham Lagudis LLC | 439 | $7.00K | 0.00% | −285−39.4% | Reduced |
| Pin Oak Investment Advisors Inc | 494 | $7.00K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 467 | $7.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 452 | $7.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 486 | $7.00K | 0.00% | +486 | New |
| Bedel Financial Consulting, Inc. | 542 | $8.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 533 | $8.00K | 0.00% | +533 | New |
| Covestor Ltd | 507 | $8.00K | 0.01% | +507 | New |
| PFS Partners, LLC | 556 | $8.30K | 0.01% | +556 | New |
| Glen Eagle Advisors, LLC | 601 | $8.97K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 617 | $9.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 605 | $9.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 634 | $10.0K | 0.00% | −661−51.0% | Reduced |
| Washington Trust Co | 700 | $10.0K | 0.00% | −346−33.1% | Reduced |
| FourThought Financial, LLC | 678 | $10.0K | 0.00% | −270−28.5% | Reduced |
| Manchester Capital Management LLC | 655 | $10.0K | 0.00% | −76−10.4% | Reduced |
| Truvestments Capital LLC | 692 | $10.0K | 0.01% | 00.0% | Unchanged |