| Karlinski Andrew C | 1 | $0 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 148 | $0 | 0.00% | +148 | New |
| Old North State Trust, LLC | 1 | $408 | 0.33% | −1,076−99.9% | Reduced |
| PEAK6 Investments LLC | 4 | $1.00K | 0.00% | −10,365−100.0% | Reduced |
| Marquette Asset Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| CFS Investment Advisory Services, LLC | 196,605 | $1.00K | 0.00% | +196,605 | New |
| WestEnd Advisors, LLC | – | $1.69K | 0.00% | – | – |
| USA Financial Portformulas Corp | 5 | $2.00K | 0.00% | −3,623−99.9% | Reduced |
| Rise Advisors, LLC | 6 | $2.00K | 0.00% | −5−45.5% | Reduced |
| Clearview Wealth Advisors LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 8 | $2.00K | 0.00% | −1−11.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 7 | $2.36K | 0.00% | +2+40.0% | Added |
| Ravenstone Capital Management Inc. | 7 | $2.36K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 9 | $3.00K | 0.00% | −1−10.0% | Reduced |
| Wolff Wiese Magana LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 8 | $3.00K | 0.00% | +8 | New |
| Aspire Private Capital, LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 14 | $5.00K | 0.00% | −890−98.5% | Reduced |
| WD Rutherford LLC | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 15 | $5.00K | 0.00% | +15 | New |
| IAG Wealth Partners, LLC | 16 | $5.00K | 0.00% | +16 | New |
| Rocky Mountain Advisers, LLC | 22 | $7.00K | 0.01% | 00.0% | Unchanged |
| Econ Financial Services Corp | 20 | $7.00K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 25 | $8.00K | 0.00% | −50−66.7% | Reduced |
| Creative Financial Designs Inc | 23 | $8.00K | 0.00% | −17−42.5% | Reduced |
| Cedar Wealth Management, LLC | 24 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 25 | $8.00K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 26 | $8.77K | 0.00% | +8+44.4% | Added |
| Raleigh Capital Management Inc. | 27 | $9.00K | 0.00% | −6−18.2% | Reduced |
| Atwood & Palmer Inc | 27 | $9.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 26 | $9.00K | 0.01% | 00.0% | Unchanged |
| De Burlo Group Inc | 30 | $10.1K | 0.00% | +30 | New |
| Centerpoint Advisors, LLC | 33 | $11.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 33 | $11.0K | 0.00% | +7+26.9% | Added |
| Globeflex Capital L P | 37 | $12.0K | 0.00% | −3−7.5% | Reduced |
| Avondale Wealth Management | 40 | $13.0K | 0.02% | +40 | New |
| IMA Wealth, Inc. | 43 | $15.0K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 44 | $15.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 44 | $15.0K | 0.01% | +44 | New |
| Baillie Gifford & Co | 48 | $16.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 46 | $16.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 47 | $16.0K | 0.01% | +47 | New |
| Lowe Wealth Advisors, LLC | 50 | $17.0K | 0.01% | −25−33.3% | Reduced |
| Delos Wealth Advisors, LLC | 54 | $18.0K | 0.02% | −40−42.6% | Reduced |
| Cordasco Financial Network | 53 | $18.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 54 | $18.0K | 0.00% | +1+1.9% | Added |
| Sittner & Nelson, LLC | 53 | $18.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 54 | $18.4K | 0.01% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 60 | $20.0K | 0.01% | 00.0% | Unchanged |
| Sierra Capital LLC | 61 | $21.0K | 0.00% | +6+10.9% | Added |
| Cordant, Inc. | 65 | $22.0K | 0.01% | +65 | New |
| Citizens National Bank Trust Department | 75 | $23.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 69 | $23.0K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 67 | $23.0K | 0.03% | +26+63.4% | Added |
| Baron Financial Group, LLC | 69 | $23.3K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 72 | $24.0K | 0.01% | −141−66.2% | Reduced |
| Cribstone Capital Management, LLC | 70 | $24.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 70 | $24.0K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 70 | $24.0K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 75 | $25.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 76 | $26.0K | 0.00% | −200−72.5% | Reduced |
| Valley National Advisers Inc | 78 | $26.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 76 | $26.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 76 | $26.0K | 0.02% | +76 | New |
| Westside Investment Management, Inc. | 85 | $28.0K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 85 | $28.0K | 0.03% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 86 | $29.0K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 86 | $29.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 87 | $29.0K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 85 | $29.0K | 0.02% | +85 | New |
| Mar Vista Investment Partners LLC | 90 | $30.0K | 0.00% | −203−69.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 89 | $30.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 93 | $31.0K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 97 | $33.0K | 0.02% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 100 | $33.7K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 100 | $34.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 100 | $34.0K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $34.0K | 0.02% | 00.0% | Unchanged |
| Siena Capital LLC | 103 | $35.0K | 0.02% | +103 | New |
| Focused Wealth Management, Inc | 119 | $40.0K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 119 | $40.0K | 0.02% | +83+230.6% | Added |
| Islay Capital Management, LLC | 125 | $42.0K | 0.03% | 00.0% | Unchanged |
| American Research & Management Co. | 124 | $42.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 126 | $42.0K | 0.02% | +10+8.6% | Added |
| Evolution Advisers, Inc. | 125 | $42.0K | 0.03% | +125 | New |
| Cranbrook Wealth Management, LLC | 127 | $43.0K | 0.01% | −30−19.1% | Reduced |
| Solstein Capital, LLC | 127 | $43.0K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 130 | $44.0K | 0.01% | +53+68.8% | Added |
| Ogorek Anthony Joseph | 141 | $47.0K | 0.02% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 141 | $48.0K | 0.03% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 145 | $49.0K | 0.01% | −121−45.5% | Reduced |
| Freedman Financial Associates, Inc. | 146 | $50.0K | 0.03% | −18−11.0% | Reduced |
| Antonetti Capital Management LLC | 150 | $51.0K | 0.05% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 157 | $53.0K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 161 | $54.0K | 0.01% | −51−24.1% | Reduced |