| Essex Investment Management Co LLC | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6 | $0 | 0.00% | −41−87.2% | Reduced |
| Toronto Dominion Bank | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 17 | $0 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 14 | $0 | 0.00% | −13−48.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 13 | $0 | 0.00% | −2−13.3% | Reduced |
| Focused Wealth Management, Inc | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 20 | $0 | 0.00% | +20 | New |
| Capital Directions Investment Advisors, LLC | 15 | $0 | 0.00% | +15 | New |
| Evolution Wealth Advisors, LLC | 16 | $0 | 0.00% | +16 | New |
| Guidance Point Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Meridian Wealth Partners, LLC | 9 | $0 | 0.00% | +9 | New |
| Strategic Asset Management, LLC | 16 | $0 | 0.00% | +16 | New |
| Global Financial Private Client, LLC | 1 | $25 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 5 | $124 | 0.00% | −145−96.7% | Reduced |
| North Star Investment Management Corp. | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 54 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 48 | $1.00K | 0.00% | −44−47.8% | Reduced |
| Quadrant Capital Group LLC | 59 | $1.00K | 0.00% | −6−9.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 54 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 67 | $1.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 36 | $1.00K | 0.00% | +11+44.0% | Added |
| Farmers & Merchants Investments Inc | 34 | $1.00K | 0.00% | −8−19.0% | Reduced |
| Dividend Assets Capital, LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 63 | $1.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 49 | $1.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 16 | $1.00K | 0.00% | −8−33.3% | Reduced |
| Zions Bancorporation, N.A. | 21 | $1.00K | 0.00% | +20+2,000.0% | Added |
| TCTC Holdings, LLC | 30 | $1.00K | 0.00% | +30 | New |
| Beacon Capital Management, Inc. | 40 | $1.00K | 0.00% | +40 | New |
| First National Bank of South Miami | 50 | $1.00K | 0.00% | +50 | New |
| Consolidated Planning Corp | 29 | $1.00K | 0.00% | +29 | New |
| Exane Derivatives | 50 | $1.24K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 50 | $1.24K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 100 | $2.00K | 0.00% | −176−63.8% | Reduced |
| Proequities, Inc. | 66 | $2.00K | 0.00% | −33−33.3% | Reduced |
| Hudock, Inc. | 104 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 99 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 86 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 87 | $2.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 68 | $2.00K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $2.00K | 0.00% | – | – |
| Ellevest, Inc. | 74 | $2.00K | 0.00% | +17+29.8% | Added |
| PrairieView Partners, LLC | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 83 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 82 | $2.00K | 0.00% | −1−1.2% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 63 | $2.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 80 | $2.00K | 0.00% | +48+150.0% | Added |
| First Financial Corp | 100 | $2.00K | 0.00% | +100 | New |
| Kowal Investment Group, LLC | 62 | $2.00K | 0.00% | +62 | New |
| Bell Investment Advisors, Inc | 67 | $2.00K | 0.00% | +67 | New |
| Concord Wealth Partners | 103 | $3.00K | 0.00% | −840−89.1% | Reduced |
| Compagnie Lombard Odier SCmA | 165 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 128 | $3.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 123 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 130 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 138 | $3.00K | 0.00% | +5+3.8% | Added |
| Tarbox Family Office, Inc. | 135 | $3.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 127 | $3.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 131 | $3.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 133 | $3.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 106 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 125 | $3.00K | 0.00% | +25+25.0% | Added |
| NewSquare Capital LLC | 109 | $3.00K | 0.00% | 00.0% | Unchanged |