| Toronto Dominion Bank | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 6 | $46 | 0.00% | +6 | New |
| Contravisory Investment Management, Inc. | 9 | $78 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 12 | $104 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 14 | $122 | 0.00% | −868−98.4% | Reduced |
| Arrow Financial Corp | 18 | $157 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 20 | $174 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 22 | $191 | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 23 | $200 | 0.00% | −373−94.2% | Reduced |
| Aspect Partners, LLC | 23 | $200 | 0.00% | +23 | New |
| Baystate Wealth Management LLC | 26 | $231 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 30 | $261 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 33 | $303 | 0.00% | −954−96.7% | Reduced |
| Salem Investment Counselors Inc | 36 | $314 | 0.00% | +36 | New |
| Global Wealth Management Investment Advisory, Inc. | 37 | $322 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 38 | $331 | 0.00% | +38 | New |
| Hoey Investments, Inc | 42 | $366 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 42 | $386 | 0.00% | +42 | New |
| Compass Wealth Management LLC | 47 | $409 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 47 | $409 | 0.00% | +47 | New |
| Burkett Financial Services, LLC | 51 | $446 | 0.00% | +51 | New |
| Barclays PLC | 52 | $452 | 0.00% | −7,054−99.3% | Reduced |
| Guardian Wealth Management, Inc. | 59 | $513 | 0.00% | +59 | New |
| TD Private Client Wealth LLC | 60 | $522 | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 61 | $531 | 0.00% | +61 | New |
| Smartleaf Asset Management LLC | 66 | $575 | 0.00% | +66 | New |
| CVA Family Office, LLC | 72 | $626 | 0.00% | +72 | New |
| MCF Advisors LLC | 79 | $688 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 82 | $714 | 0.00% | +44+115.8% | Added |
| BFSG, LLC | 82 | $714 | 0.00% | +82 | New |
| Nemes Rush Group LLC | 86 | $749 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 90 | $783 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 90 | $783 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 94 | $818 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 94 | $818 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 97 | $844 | 0.00% | +97 | New |
| Crewe Advisors LLC | 99 | $862 | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 118 | $1.00K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 128 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 172 | $1.00K | 0.00% | +172 | New |
| CGC Financial Services, LLC | 118 | $1.03K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 120 | $1.04K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 120 | $1.06K | 0.00% | +120 | New |
| Sunbelt Securities, Inc. | 123 | $1.07K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 123 | $1.07K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 128 | $1.11K | 0.00% | +128 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 133 | $1.16K | 0.00% | +133 | New |
| City Holding Co | 135 | $1.17K | 0.00% | −20−12.9% | Reduced |
| Cherry Tree Wealth Management, LLC | 135 | $1.18K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 154 | $1.34K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 163 | $1.42K | 0.00% | −336−67.3% | Reduced |
| Ritter Daniher Financial Advisory LLC | 163 | $1.42K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 164 | $1.43K | 0.00% | −300−64.7% | Reduced |
| Financial Perspectives, Inc | 169 | $1.47K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 179 | $1.55K | 0.00% | −415−69.9% | Reduced |
| Newton One Investments LLC | 187 | $1.63K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 200 | $1.74K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 202 | $1.76K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 203 | $1.77K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 208 | $1.81K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 208 | $1.81K | 0.00% | +208 | New |
| St Germain D J Co Inc | 214 | $1.86K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 198 | $1.88K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 231 | $2.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 174 | $2.00K | 0.00% | +1+0.6% | Added |
| Wiser Advisor Group LLC | 238 | $2.07K | 0.00% | +238 | New |
| Able Wealth Management LLC | 260 | $2.26K | 0.00% | +260 | New |
| Jones Financial Companies LLLP | 267 | $2.32K | 0.00% | +2+0.8% | Added |
| Pinnacle Bancorp, Inc. | 272 | $2.37K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 286 | $2.49K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 291 | $2.53K | 0.00% | +291 | New |
| Sound Income Strategies, LLC | 299 | $2.60K | 0.00% | +108+56.5% | Added |
| BKM Wealth Management, LLC | 299 | $2.60K | 0.00% | +299 | New |
| Newbridge Financial Services Group, Inc. | 320 | $2.78K | 0.00% | −1,047−76.6% | Reduced |
| Frazier Financial Advisors, LLC | 320 | $2.78K | 0.00% | +320 | New |
| Duncker Streett & Co Inc | 324 | $2.82K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 302 | $2.86K | 0.00% | −2−0.7% | Reduced |
| Hobbs Group Advisors, LLC | 333 | $2.90K | 0.00% | +333 | New |
| Westside Investment Management, Inc. | 337 | $2.93K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 341 | $2.97K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 342 | $3.00K | 0.00% | +152+80.0% | Added |
| Cullen/Frost Bankers, Inc. | 347 | $3.02K | 0.00% | −5,400−94.0% | Reduced |
| Bangor Savings Bank | 367 | $3.19K | 0.00% | −352−49.0% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 374 | $3.25K | 0.00% | −853−69.5% | Reduced |
| Blume Capital Management, Inc. | 400 | $3.48K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 405 | $3.48K | 0.00% | +405 | New |
| Impact Partnership Wealth, LLC | 404 | $3.52K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 406 | $3.53K | 0.00% | −2,109−83.9% | Reduced |
| Tennessee Valley Asset Management Partners | 406 | $3.53K | 0.00% | +406 | New |
| Cambridge Trust Co | 407 | $3.54K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 410 | $3.57K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 418 | $3.64K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 433 | $3.76K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 452 | $3.93K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 454 | $3.95K | 0.00% | +156+52.3% | Added |
| Benjamin Edwards Inc | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 488 | $4.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 477 | $4.15K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 491 | $4.27K | 0.00% | +285+138.3% | Added |
| Boyd Watterson Asset Management LLC | 492 | $4.28K | 0.00% | 00.0% | Unchanged |