| Oakworth Capital, Inc. | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 8 | $0 | 0.00% | +2+33.3% | Added |
| Endurance Wealth Management, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 10 | $0 | 0.00% | −16−61.5% | Reduced |
| JNBA Financial Advisors | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2 | $0 | 0.00% | −3−60.0% | Reduced |
| AllSquare Wealth Management LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 9 | $0 | 0.00% | +9 | New |
| First Horizon Advisors, Inc. | 32 | $0 | 0.00% | +32 | New |
| Ellevest, Inc. | 12 | $0 | 0.00% | +12 | New |
| Gerber Kawasaki Wealth & Investment Management | 11 | $0 | 0.00% | +11 | New |
| First National Bank of South Miami | 12 | $0 | 0.00% | +12 | New |
| Evolution Wealth Advisors, LLC | 4 | $0 | 0.00% | +4 | New |
| Meridian Wealth Partners, LLC | 2 | $0 | 0.00% | +2 | New |
| Kowal Investment Group, LLC | 4 | $0 | 0.00% | +4 | New |
| Strategic Asset Management, LLC | 4 | $0 | 0.00% | +4 | New |
| Atlas Capital Advisors LLC | 1 | $39 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 9 | $358 | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 11 | $437 | 0.00% | −5−31.3% | Reduced |
| Financial Perspectives, Inc | 11 | $437 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 19 | $800 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 29 | $1.00K | 0.00% | −8−21.6% | Reduced |
| Delta Asset Management LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 30 | $1.00K | 0.00% | +30 | New |
| Bell Investment Advisors, Inc | 16 | $1.00K | 0.00% | +16 | New |
| TD Private Client Wealth LLC | 28 | $1.11K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 58 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 57 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 58 | $2.00K | 0.00% | +50+625.0% | Added |
| Compagnie Lombard Odier SCmA | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 51 | $2.00K | 0.00% | +51 | New |
| Monetary Management Group Inc | 62 | $2.00K | 0.00% | +62 | New |
| Glen Eagle Advisors, LLC | 54 | $2.15K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 82 | $3.00K | 0.00% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 66 | $3.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 112 | $4.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 111 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 101 | $4.00K | 0.00% | +11+12.2% | Added |
| Spectrum Management Group, LLC | 100 | $4.00K | 0.00% | +100 | New |
| Sandy Spring Bank | 121 | $5.00K | 0.00% | 00.0% | Unchanged |