| Old North State Trust, LLC | 0 | $331 | 0.30% | 0 | Unchanged |
| JFS Wealth Advisors, LLC | 1 | $1.00K | 0.00% | −5−83.3% | Reduced |
| SRS Capital Advisors, Inc. | 1 | $1.00K | 0.00% | −1−50.0% | Reduced |
| Private Ocean, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1 | $1.00K | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 1 | $1.31K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1 | $1.31K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2 | $3.00K | 0.00% | −1−33.3% | Reduced |
| North Star Investment Management Corp. | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $3.00K | 0.00% | +2 | New |
| Hexagon Capital Partners LLC | 2 | $3.00K | 0.00% | +2 | New |
| Castle Wealth Management LLC | 2 | $3.00K | 0.00% | +2 | New |
| BDO Wealth Advisors, LLC | 3 | $4.00K | 0.00% | −30−90.9% | Reduced |
| Mizuho Securities Co. Ltd. | 2 | $4.00K | 0.00% | −2−50.0% | Reduced |
| Creative Financial Designs Inc | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 3 | $4.00K | 0.00% | +2+200.0% | Added |
| Better Money Decisions, LLC | 3 | $4.00K | 0.00% | +3 | New |
| Level Financial Advisors, Inc. | 3 | $4.00K | 0.00% | +3 | New |
| MV Capital Management, Inc. | 4 | $5.00K | 0.00% | −7−63.6% | Reduced |
| Exchange Traded Concepts, LLC | 4 | $5.00K | 0.00% | −2−33.3% | Reduced |
| Pin Oak Investment Advisors Inc | 4 | $5.00K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 4 | $5.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 4 | $5.00K | 0.00% | +2+100.0% | Added |
| Gradient Investments LLC | 4 | $5.00K | 0.00% | +4 | New |
| Heritage Financial Services, LLC | 4 | $5.00K | 0.00% | +4 | New |
| Total Clarity Wealth Management, Inc. | 4 | $5.00K | 0.00% | +4 | New |
| WR Wealth Planners, LLC | 5 | $6.54K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 5 | $7.00K | 0.00% | −35−87.5% | Reduced |
| Addison Advisors LLC | 5 | $7.00K | 0.00% | −7−58.3% | Reduced |
| Financial Management Professionals, Inc. | 5 | $7.00K | 0.00% | −2−28.6% | Reduced |
| Evoke Wealth, LLC | 5 | $7.00K | 0.00% | −1−16.7% | Reduced |
| Core Wealth Advisors, Inc. | 5 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 5 | $7.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 4 | $7.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 5 | $7.00K | 0.00% | +3+150.0% | Added |
| Schubert & Co | 5 | $7.00K | 0.01% | +4+400.0% | Added |
| Sutton Wealth Advisors Inc. | 6 | $7.84K | 0.00% | +2+50.0% | Added |
| Bogart Wealth, LLC | 6 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 6 | $8.00K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 6 | $8.00K | 0.00% | +2+50.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 7 | $9.00K | 0.00% | +3+75.0% | Added |
| Bramshill Investments, LLC | 6 | $9.00K | 0.00% | +6 | New |
| Steward Financial Group LLC | 7 | $9.00K | 0.01% | +7 | New |
| TCI Wealth Advisors, Inc. | 8 | $10.0K | 0.00% | −19−70.4% | Reduced |
| Ogorek Anthony Joseph | 8 | $10.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 8 | $10.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 8 | $10.0K | 0.00% | +4+100.0% | Added |
| Focused Wealth Management, Inc | 9 | $12.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 9 | $12.0K | 0.00% | +9 | New |
| Riverview Trust Co | 10 | $13.0K | 0.01% | −7−41.2% | Reduced |
| Benjamin Edwards Inc | 10 | $13.0K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 10 | $13.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 10 | $13.0K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 10 | $13.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 10 | $13.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 10 | $13.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 10 | $13.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 10 | $13.0K | 0.00% | +10 | New |
| Mach-1 Financial Group, Inc. | 10 | $13.0K | 0.01% | +10 | New |
| Knott David M Jr | 10 | $13.0K | 0.01% | +10 | New |
| Heritage Wealth Management, LLC | 10 | $13.1K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 11 | $14.0K | 0.00% | −2−15.4% | Reduced |
| Atwood & Palmer Inc | 11 | $14.0K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 11 | $14.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 | $14.0K | 0.00% | +3+37.5% | Added |
| SOA Wealth Advisors, LLC. | 12 | $15.0K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 12 | $16.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 12 | $16.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 12 | $16.0K | 0.00% | +5+71.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 13 | $17.0K | 0.00% | +1+8.3% | Added |
| State of Wyoming | 13 | $17.0K | 0.01% | +13 | New |
| Earnest Partners LLC | 14 | $18.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 15 | $20.0K | 0.00% | −2,847−99.5% | Reduced |
| Salem Investment Counselors Inc | 15 | $20.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 15 | $20.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 15 | $20.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 15 | $20.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 15 | $20.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 15 | $20.0K | 0.01% | +10+200.0% | Added |
| BerganKDV Wealth Management, LLC | 16 | $21.0K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 16 | $21.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 16 | $21.0K | 0.00% | +1+6.7% | Added |
| Annapolis Financial Services, LLC | 17 | $22.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 18 | $24.0K | 0.01% | +2+12.5% | Added |
| Bell Investment Advisors, Inc | 18 | $24.0K | 0.01% | +18 | New |
| Hantz Financial Services, Inc. | 19 | $25.0K | 0.00% | −1−5.0% | Reduced |