| First National Bank of South Miami | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 2 | $0 | 0.00% | +2 | New |
| Morton Brown Family Wealth, LLC | 2 | $0 | 0.00% | +2 | New |
| Exane Derivatives | 1 | $204 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $407 | 0.00% | – | – |
| Global Financial Private Client, LLC | 2 | $421 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 5 | $1.00K | 0.00% | −40−88.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 5 | $1.02K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 8 | $1.63K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 11 | $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 |
| Truvestments Capital LLC | 12 | $2.00K | 0.00% | +12 | New |
| SOA Wealth Advisors, LLC. | 18 | $3.00K | 0.00% | −49−73.1% | Reduced |
| Trustcore Financial Services, LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 15 | $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 |
| GW&K Investment Management, LLC | 18 | $4.00K | 0.00% | −12−40.0% | Reduced |
| Penserra Capital Management LLC | 24 | $4.00K | 0.00% | −8−25.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 18 | $4.00K | 0.00% | +18 | New |
| Savior LLC | 20 | $4.00K | 0.00% | +20 | New |
| Hantz Financial Services, Inc. | 26 | $5.00K | 0.00% | −3−10.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 30 | $6.00K | 0.00% | −152−83.5% | Reduced |
| Sargent Bickham Lagudis LLC | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 31 | $6.00K | 0.00% | +1+3.3% | Added |
| 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 |
| Bangor Savings Bank | 28 | $6.00K | 0.00% | +28 | New |
| Raffa Wealth Management, LLC | 31 | $6.32K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 35 | $7.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 33 | $7.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 35 | $7.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 32 | $7.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 32 | $7.00K | 0.01% | +16+100.0% | Added |
| Wagner Wealth Management, LLC | 32 | $7.00K | 0.01% | +32 | New |
| Steward Financial Group LLC | 37 | $7.00K | 0.01% | +37 | New |
| Fairfield Financial Advisors, LTD | 35 | $7.14K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 38 | $8.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 39 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 41 | $8.00K | 0.00% | +28+215.4% | Added |
| Kozak & Associates, Inc. | 44 | $9.00K | 0.01% | −740−94.4% | Reduced |
| Pinnacle Bancorp, Inc. | 45 | $9.00K | 0.00% | −269−85.7% | Reduced |
| JFS Wealth Advisors, LLC | 45 | $9.00K | 0.00% | −15−25.0% | Reduced |
| West Oak Capital, LLC | 46 | $9.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 44 | $9.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 44 | $9.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 44 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 50 | $10.0K | 0.01% | +50 | New |
| Private Capital Group, LLC | 54 | $11.0K | 0.01% | −6−10.0% | Reduced |
| McIlrath & Eck, LLC | 56 | $11.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 55 | $11.0K | 0.00% | +55 | New |
| Bell Investment Advisors, Inc | 53 | $11.0K | 0.00% | +53 | New |
| First Personal Financial Services | 60 | $12.0K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 60 | $12.0K | 0.01% | +60 | New |
| O'Dell Group, LLC | 64 | $13.0K | 0.00% | −117−64.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 63 | $13.0K | 0.00% | −7−10.0% | Reduced |
| First Community Trust NA | 65 | $13.0K | 0.02% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 62 | $13.0K | 0.00% | −1−1.6% | Reduced |
| EverSource Wealth Advisors, LLC | 64 | $13.0K | 0.00% | +20+45.5% | Added |
| CVA Family Office, LLC | 70 | $14.0K | 0.00% | −25−26.3% | Reduced |
| Harbor Investment Advisory, LLC | 67 | $14.0K | 0.00% | −25−27.2% | Reduced |
| Stonebridge Capital Advisors LLC | 70 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 71 | $14.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 62 | $14.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 68 | $14.0K | 0.00% | +4+6.3% | Added |
| West Paces Advisors Inc. | 70 | $14.3K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 75 | $15.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 75 | $15.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 72 | $15.0K | 0.01% | +4+5.9% | Added |
| Castle Wealth Management LLC | 73 | $15.0K | 0.01% | +73 | New |
| Castleview Partners, LLC | 25 | $15.2K | 0.01% | +2+8.7% | Added |
| Carolinas Wealth Consulting LLC | 77 | $16.0K | 0.00% | −10−11.5% | Reduced |
| Tradition Wealth Management, LLC | 78 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 74 | $16.0K | 0.00% | +74 | New |
| Anchor Investment Management, LLC | 80 | $16.3K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 82 | $17.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 81 | $17.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 84 | $17.0K | 0.00% | +11+15.1% | Added |