| First National Bank of South Miami | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 10,530 | $0 | 0.00% | +10,530 | New |
| WestEnd Advisors, LLC | – | $210 | 0.00% | – | – |
| Exane Derivatives | 1 | $211 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $421 | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 3 | $1.00K | 0.00% | −44−93.6% | Reduced |
| Fieldpoint Private Securities, LLC | 5 | $1.00K | 0.00% | −35−87.5% | Reduced |
| Advanced Research Investment Solutions, LLC | 5 | $1.00K | 0.00% | −20−80.0% | Reduced |
| AlphaMark Advisors, LLC | 5 | $1.00K | 0.00% | −12−70.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $1.00K | 0.00% | −4−36.4% | Reduced |
| NewSquare Capital LLC | 4 | $1.00K | 0.00% | +4 | New |
| USA Financial Portformulas Corp | 5 | $1.00K | 0.00% | +5 | New |
| PrairieView Partners, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Rockbridge Investment Management, LCC | 5 | $1.05K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 8 | $1.69K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 11 | $2.00K | 0.00% | −35−76.1% | Reduced |
| Alaethes Wealth LLC | 11 | $2.00K | 0.00% | −15−57.7% | Reduced |
| 1832 Asset Management L.P. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| FNY Investment Advisers, LLC | 15 | $3.00K | 0.00% | −2,485−99.4% | Reduced |
| Proequities, Inc. | 15 | $3.00K | 0.00% | −57−79.2% | Reduced |
| Resources Management Corp | 15 | $3.00K | 0.00% | −20−57.1% | Reduced |
| Bogart Wealth, LLC | 16 | $3.00K | 0.00% | −7−30.4% | Reduced |
| Dark Forest Capital Management LP | 15 | $3.00K | 0.00% | −8−34.8% | Reduced |
| Longfellow Investment Management Co LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 16 | $3.00K | 0.00% | +6+60.0% | Added |
| Cardinal Capital Management, Inc. | 15 | $3.00K | 0.00% | +15 | New |
| Castleview Partners, LLC | 23 | $4.00K | 0.00% | −21,089−99.9% | Reduced |
| Trustcore Financial Services, LLC | 17 | $4.00K | 0.00% | −47−73.4% | Reduced |
| Capital Advisors, Ltd. LLC | 17 | $4.00K | 0.00% | −3−15.0% | Reduced |
| Norway Savings Bank | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 17 | $4.00K | 0.00% | +17 | New |
| Graves-Light Private Wealth Management, Inc. | 24 | $5.00K | 0.00% | −138−85.2% | Reduced |
| Bellwether Advisors, LLC | 27 | $5.00K | 0.00% | −105−79.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 21 | $5.00K | 0.00% | −6−22.2% | Reduced |
| Surevest, LLC | 23 | $5.00K | 0.00% | −4−14.8% | Reduced |
| Bray Capital Advisors | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $5.00K | 0.00% | +3+15.0% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 24 | $5.00K | 0.00% | +21+700.0% | Added |
| Rock Creek Group, LP | 26 | $5.00K | 0.00% | +26 | New |
| Cordant, Inc. | 25 | $5.00K | 0.00% | +25 | New |
| Jones Financial Companies LLLP | 30 | $6.00K | 0.00% | −130−81.3% | Reduced |
| Penserra Capital Management LLC | 32 | $6.00K | 0.00% | −46−59.0% | Reduced |
| Ellevest, Inc. | 30 | $6.00K | 0.00% | −5−14.3% | Reduced |
| Sargent Bickham Lagudis LLC | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 32 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 29 | $6.00K | 0.00% | +29 | New |
| GW&K Investment Management, LLC | 30 | $6.00K | 0.00% | +30 | New |
| Raffa Wealth Management, LLC | 31 | $6.53K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 35 | $7.00K | 0.00% | −3−7.9% | Reduced |
| Kistler-Tiffany Companies, LLC | 35 | $7.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 33 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 35 | $7.37K | 0.00% | +35 | New |
| South State Corp. | 38 | $8.00K | 0.00% | −14−26.9% | Reduced |
| Tortoise Investment Management, LLC | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 39 | $8.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 44 | $9.00K | 0.00% | −67−60.4% | Reduced |
| Evermay Wealth Management LLC | 45 | $9.00K | 0.00% | −10−18.2% | Reduced |
| TSFG, LLC | 44 | $9.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 44 | $9.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 44 | $9.00K | 0.00% | +14+46.7% | Added |
| West Oak Capital, LLC | 46 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 56 | $12.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 62 | $13.0K | 0.00% | −26−29.5% | Reduced |
| BerganKDV Wealth Management, LLC | 63 | $13.0K | 0.00% | −3−4.5% | Reduced |
| Private Capital Group, LLC | 60 | $13.0K | 0.00% | −2−3.2% | Reduced |
| First Personal Financial Services | 60 | $13.0K | 0.00% | +24+66.7% | Added |
| JFS Wealth Advisors, LLC | 60 | $13.0K | 0.00% | +39+185.7% | Added |
| Global Retirement Partners, LLC | 64 | $13.0K | 0.00% | +64 | New |
| Future Financial Wealth Managment LLC | 65 | $14.0K | 0.01% | −100−60.6% | Reduced |
| Versant Capital Management, Inc | 68 | $14.0K | 0.00% | −7−9.3% | Reduced |
| SOA Wealth Advisors, LLC. | 67 | $14.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 65 | $14.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 70 | $14.7K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 70 | $15.0K | 0.00% | −157−69.2% | Reduced |
| Stonebridge Capital Advisors LLC | 70 | $15.0K | 0.00% | −2−2.8% | Reduced |
| Pacific Center for Financial Services | 71 | $15.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 73 | $15.0K | 0.01% | +9+14.1% | Added |
| MV Capital Management, Inc. | 73 | $15.0K | 0.00% | +40+121.2% | Added |
| Blume Capital Management, Inc. | 73 | $15.0K | 0.00% | +45+160.7% | Added |
| Massmutual Trust Co FSB | 73 | $15.0K | 0.00% | +55+305.6% | Added |
| Tradition Wealth Management, LLC | 78 | $16.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 75 | $16.0K | 0.00% | 00.0% | Unchanged |
