| Old North State Trust, LLC | 197 | $12.0K | 0.01% | +197 | New |
| Bell Investment Advisors, Inc | 207 | $12.2K | 0.00% | +28+15.6% | Added |
| Schubert & Co | 209 | $12.3K | 0.01% | +10+5.0% | Added |
| Boyd Watterson Asset Management LLC | 213 | $12.5K | 0.01% | +213 | New |
| Financial Synergies Wealth Advisors, Inc. | 213 | $12.5K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 224 | $13.0K | 0.00% | +16+7.7% | Added |
| Hoey Investments, Inc | 224 | $13.2K | 0.01% | +80+55.6% | Added |
| Consultiva Wealth Management, Corp. | 226 | $13.3K | 0.35% | 00.0% | Unchanged |
| Solstein Capital, LLC | 231 | $13.6K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 234 | $13.8K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 235 | $13.8K | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 235 | $13.8K | 0.00% | +235 | New |
| Valley National Advisers Inc | 238 | $14.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 235 | $14.0K | 0.00% | +207+739.3% | Added |
| Grove Bank & Trust | 242 | $14.0K | 0.00% | +242 | New |
| BDO Wealth Advisors, LLC | 243 | $14.3K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 247 | $14.5K | 0.01% | +247 | New |
| Core Alternative Capital | 248 | $14.6K | 0.00% | +47+23.4% | Added |
| HHM Wealth Advisors, LLC | 254 | $14.9K | 0.00% | +62+32.3% | Added |
| MinichMacGregor Wealth Management, LLC | 255 | $15.0K | 0.01% | +255 | New |
| Strengthening Families & Communities, LLC | 258 | $15.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 258 | $15.2K | 0.00% | +258 | New |
| Accel Wealth Management | 261 | $15.3K | 0.01% | +137+110.5% | Added |
| Financial Perspectives, Inc | 264 | $15.5K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 266 | $15.6K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 266 | $15.7K | 0.01% | +40+17.7% | Added |
| Bellevue Asset Management, LLC | 268 | $15.7K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 285 | $16.0K | 0.00% | −2,751−90.6% | Reduced |
| Gibson Wealth Advisors LLC | 252 | $16.0K | 0.00% | −670−72.7% | Reduced |
| Ironwood Wealth Management, Inc. | 264 | $16.5K | 0.01% | 00.0% | Unchanged |
| Concorde Financial Corp | 292 | $16.7K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 285 | $16.8K | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 288 | $16.9K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 293 | $17.2K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 300 | $17.6K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 306 | $18.0K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 311 | $18.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 319 | $18.8K | 0.01% | −26−7.5% | Reduced |
| NewSquare Capital LLC | 320 | $18.8K | 0.00% | −54−14.4% | Reduced |
| Center for Financial Planning, Inc. | 320 | $18.8K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 326 | $19.2K | 0.00% | −220−40.3% | Reduced |
| Gleason Group, Inc. | 331 | $19.5K | 0.01% | +1+0.3% | Added |
| Legend Financial Advisors, Inc. | 334 | $19.6K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 338 | $19.9K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 344 | $20.2K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 348 | $20.5K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 350 | $20.6K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 358 | $21.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 366 | $21.5K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 367 | $21.6K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 372 | $21.9K | 0.00% | −1,714−82.2% | Reduced |
| Independence Bank of Kentucky | 375 | $22.0K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 381 | $22.4K | 0.02% | +381 | New |
| SJS Investment Consulting Inc. | 385 | $22.6K | 0.01% | +23+6.4% | Added |
| GHP Investment Advisors, Inc. | 385 | $22.6K | 0.00% | +99+34.6% | Added |
| Arlington Partners LLC | 400 | $23.5K | 0.00% | +400 | New |
| Canton Hathaway, LLC | 412 | $24.0K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 410 | $24.1K | 0.01% | +410 | New |
| Trust Co | 427 | $25.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 422 | $25.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 426 | $25.0K | 0.00% | +213+100.0% | Added |
| Greenwood Capital Associates LLC | 433 | $25.5K | 0.00% | +433 | New |
| Legacy Bridge, LLC | 433 | $25.5K | 0.02% | +184+73.9% | Added |
| Westside Investment Management, Inc. | 456 | $26.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 437 | $26.0K | 0.10% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 455 | $26.7K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 461 | $27.0K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 465 | $27.3K | 0.00% | 00.0% | Unchanged |
| AXS Investments LLC | 467 | $27.4K | 0.01% | +467 | New |
| Beacon Capital Management, LLC | 468 | $27.5K | 0.01% | +212+82.8% | Added |
| Turim 21 Investimentos Ltda. | 470 | $27.6K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 475 | $28.0K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 478 | $28.1K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 495 | $29.0K | 0.04% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 500 | $29.0K | 0.00% | +500 | New |
| WJ Interests, LLC | 500 | $29.4K | 0.02% | +500 | New |
| Blue Bell Private Wealth Management, LLC | 504 | $29.6K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 480 | $29.9K | 0.01% | +480 | New |
| Clean Yield Group | 510 | $30.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 510 | $30.0K | 0.01% | +69+15.6% | Added |
| Hall Laurie J Trustee | 516 | $30.0K | 0.01% | −283−35.4% | Reduced |
| Pinnacle Bancorp, Inc. | 518 | $30.0K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 513 | $30.0K | 0.01% | +2+0.4% | Added |
| Kathleen S. Wright Associates Inc. | 509 | $30.0K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 514 | $30.2K | 0.01% | +514 | New |
| TCTC Holdings, LLC | 521 | $30.6K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 526 | $30.9K | 0.02% | −854−61.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 526 | $30.9K | 0.01% | +2+0.4% | Added |
| MB, Levis & Associates, LLC | 533 | $31.3K | 0.02% | +533 | New |
| Old Second National Bank of Aurora | 553 | $32.5K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 558 | $33.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 563 | $33.0K | 0.03% | +25+4.6% | Added |
| Hanson & Doremus Investment Management | 567 | $33.0K | 0.01% | +92+19.4% | Added |
| JFS Wealth Advisors, LLC | 579 | $34.1K | 0.00% | +11+1.9% | Added |
| Coston, McIsaac & Partners | 614 | $36.0K | 0.01% | +1+0.2% | Added |
| Baystate Wealth Management LLC | 613 | $36.0K | 0.00% | +414+208.0% | Added |
| Fiduciary Alliance LLC | 616 | $36.2K | 0.01% | +616 | New |
| Portland Hill Asset Management Ltd | 634 | $37.0K | 0.10% | +634 | New |
| Rebalance, LLC | 638 | $37.5K | 0.00% | +638 | New |
| Heritage Wealth Advisors | 642 | $37.7K | 0.00% | 00.0% | Unchanged |