| First National Bank of South Miami | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1 | $0 | 0.00% | +1 | New |
| Cassady Schiller Wealth Management, LLC | 1 | $0 | 0.00% | +1 | New |
| KRS Capital Management, LLC | 3 | $0 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 1 | $239 | 0.00% | – | – |
| Exane Derivatives | 1 | $240 | 0.00% | −369−99.7% | Reduced |
| Global Financial Private Client, LLC | 2 | $480 | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 3 | $719 | 0.00% | +3 | New |
| Harel Insurance Investments & Financial Services Ltd. | 4 | $1.00K | 0.00% | −164−97.6% | Reduced |
| Edge Wealth Management LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 3 | $1.00K | 0.00% | +3 | New |
| Financial Perspectives, Inc | 8 | $1.92K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 10 | $2.00K | 0.00% | −1,082−99.1% | Reduced |
| Peoples Financial Services Corp. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 7 | $2.00K | 0.00% | +7 | New |
| Core Alternative Capital | 9 | $2.00K | 0.00% | +9 | New |
| Schubert & Co | 10 | $2.00K | 0.00% | +10 | New |
| FinTrust Capital Advisors, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $3.00K | 0.00% | +4+57.1% | Added |
| Northwest Investment Counselors, LLC | 11 | $3.00K | 0.00% | +11 | New |
| Standard Family Office LLC | 11 | $3.00K | 0.03% | +11 | New |
| Widmann Financial Services, Inc. | 16 | $3.00K | 0.00% | +16 | New |
| Perkins Coie Trust Co | 16 | $4.00K | 0.00% | −350−95.6% | Reduced |
| Massmutual Trust Co FSB | 18 | $4.00K | 0.00% | −32−64.0% | Reduced |
| AlphaMark Advisors, LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 15 | $4.00K | 0.00% | +15 | New |
| Pacifica Partners Inc. | 15 | $4.00K | 0.00% | +15 | New |
| Charter Oak Capital Management, LLC | 15 | $4.00K | 0.00% | +15 | New |
| High Net Worth Advisory Group LLC | 15 | $4.00K | 0.00% | +15 | New |
| Sugarloaf Wealth Management, LLC | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 20 | $5.00K | 0.00% | +3+17.6% | Added |
| JFS Wealth Advisors, LLC | 21 | $5.00K | 0.00% | +21 | New |
| Curi Capital | 21 | $5.00K | 0.00% | +21 | New |
| SJS Investment Consulting Inc. | 20 | $5.00K | 0.00% | +20 | New |
| First Financial Corp | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 27 | $6.00K | 0.00% | +10+58.8% | Added |
| Bogart Wealth, LLC | 23 | $6.00K | 0.00% | +18+360.0% | Added |
| Blue Bell Private Wealth Management, LLC | 25 | $6.00K | 0.00% | +25 | New |
| Surevest, LLC | 27 | $6.00K | 0.00% | +27 | New |
| Dark Forest Capital Management LP | 23 | $6.00K | 0.00% | +23 | New |
| Harvest Fund Management Co., Ltd | 32 | $7.00K | 0.00% | −67−67.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 30 | $7.00K | 0.00% | −10−25.0% | Reduced |
| Sargent Bickham Lagudis LLC | 31 | $7.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 29 | $7.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 31 | $7.44K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 35 | $8.00K | 0.00% | −558−94.1% | Reduced |
| Kistler-Tiffany Companies, LLC | 35 | $8.00K | 0.00% | −84−70.6% | Reduced |
| MV Capital Management, Inc. | 33 | $8.00K | 0.00% | −15−31.3% | Reduced |
| Resources Management Corp | 35 | $8.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 33 | $8.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 39 | $9.00K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 36 | $9.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 37 | $9.00K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 38 | $9.00K | 0.00% | +1+2.7% | Added |
| Evoke Wealth, LLC | 38 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 40 | $10.0K | 0.00% | −15−27.3% | Reduced |
| Tortoise Investment Management, LLC | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 44 | $11.0K | 0.00% | −40−47.6% | Reduced |
| West Oak Capital, LLC | 46 | $11.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 46 | $11.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 47 | $11.0K | 0.00% | +44+1,466.7% | Added |
| TSFG, LLC | 44 | $11.0K | 0.00% | +39+780.0% | Added |
| South State Corp. | 52 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 55 | $13.0K | 0.00% | −27−32.9% | Reduced |
| Reilly Financial Advisors, LLC | 55 | $13.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 56 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 57 | $14.0K | 0.01% | +57 | New |
| Private Capital Group, LLC | 62 | $15.0K | 0.00% | −53−46.1% | Reduced |
| Trustcore Financial Services, LLC | 64 | $15.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 64 | $15.0K | 0.01% | +5+8.5% | Added |
| First Community Trust NA | 65 | $15.6K | 0.01% | +65 | New |
| BerganKDV Wealth Management, LLC | 66 | $16.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 67 | $16.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 70 | $16.8K | 0.01% | −20−22.2% | Reduced |
| Proequities, Inc. | 72 | $17.0K | 0.00% | −100−58.1% | Reduced |
| Stonebridge Capital Advisors LLC | 72 | $17.0K | 0.00% | −12−14.3% | Reduced |
| Pacific Center for Financial Services | 71 | $17.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 77 | $18.0K | 0.00% | −82−51.6% | Reduced |
| Albion Financial Group | 75 | $18.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 75 | $18.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 75 | $18.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 78 | $18.0K | 0.00% | +24+44.4% | Added |
| Tradition Wealth Management, LLC | 78 | $19.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 80 | $19.2K | 0.00% | −30−27.3% | Reduced |
| Catalyst Capital Advisors LLC | 82 | $20.0K | 0.00% | −8−8.9% | Reduced |
| Earnest Partners LLC | 82 | $20.0K | 0.00% | 00.0% | Unchanged |