| Roble, Belko & Company, Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 3 | $0 | 0.00% | +3 | New |
| Cassady Schiller Wealth Management, LLC | 3 | $0 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 4 | $415 | 0.00% | – | – |
| Retirement Group, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Center for Financial Planning, Inc. | 9 | $1.00K | 0.00% | +9 | New |
| Curi Capital | 18 | $1.00K | 0.00% | +18 | New |
| First Bank & Trust | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 22 | $2.00K | 0.00% | +18+450.0% | Added |
| Tyler-Stone Wealth Management | 16 | $2.00K | 0.00% | +16 | New |
| First National Bank of South Miami | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 30 | $3.00K | 0.00% | +10+50.0% | Added |
| Global Financial Private Client, LLC | 34 | $3.53K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 40 | $4.00K | 0.00% | +40 | New |
| Amplius Wealth Advisors, LLC | 43 | $4.00K | 0.00% | +43 | New |
| Byrne Asset Management LLC | 40 | $4.00K | 0.00% | +40 | New |
| Karlinski Andrew C | 34 | $4.00K | 0.01% | +34 | New |
| Brewin Dolphin Wealth Management Ltd | 48 | $5.00K | 0.00% | −110−69.6% | Reduced |
| TFC Financial Management | 51 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 48 | $5.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 50 | $5.00K | 0.00% | +50 | New |
| Activest Wealth Management | 51 | $5.00K | 0.00% | +51 | New |
| West Paces Advisors Inc. | 54 | $5.61K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 60 | $6.00K | 0.00% | +6+11.1% | Added |
| PrairieView Partners, LLC | 54 | $6.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 54 | $6.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 60 | $6.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 57 | $6.00K | 0.00% | +57 | New |
| Mach-1 Financial Group, Inc. | 58 | $6.00K | 0.00% | +58 | New |
| Raffa Wealth Management, LLC | 63 | $6.54K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 79 | $8.00K | 0.00% | −2−2.5% | Reduced |
| Wolff Wiese Magana LLC | 79 | $8.00K | 0.01% | 00.0% | Unchanged |
| Cardinal Capital Management, Inc. | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 75 | $8.00K | 0.00% | +75 | New |
| Tower View Investment Management & Research LLC | 84 | $9.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 84 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 104 | $10.0K | 0.00% | +104 | Added |
| Vigilant Capital Management, LLC | 94 | $10.0K | 0.00% | −18−16.1% | Reduced |
| Trust Co | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 93 | $10.0K | 0.00% | +6+6.9% | Added |
| James Reed Financial Services, Inc. | 101 | $10.0K | 0.01% | +101 | New |
| Institutional & Family Asset Management, LLC | 108 | $11.0K | 0.00% | −967−90.0% | Reduced |
| Bedel Financial Consulting, Inc. | 106 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 117 | $12.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 120 | $12.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 124 | $13.0K | 0.00% | −25−16.8% | Reduced |
| Monolith Advisors | 124 | $13.0K | 0.01% | +124 | New |
| Optiver Holding B.V. | 133 | $14.0K | 0.00% | +133 | New |
| Advocacy Wealth Management Services, LLC | 147 | $15.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 142 | $15.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 150 | $16.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 168 | $17.0K | 0.01% | −31−15.6% | Reduced |
| Pinnacle Bancorp, Inc. | 165 | $17.0K | 0.01% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 167 | $17.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 159 | $17.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 162 | $17.0K | 0.01% | +162 | New |
| Hexagon Capital Partners LLC | 172 | $18.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 170 | $18.0K | 0.01% | +50+41.7% | Added |
| Loomis Sayles & Co L P | 181 | $19.0K | 0.00% | −23−11.3% | Reduced |
| AllSquare Wealth Management LLC | 181 | $19.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 184 | $19.0K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 204 | $21.0K | 0.02% | +204 | New |
| SkyView Investment Advisors, LLC | 209 | $22.0K | 0.00% | +209 | New |
| Fortitude Advisory Group L.L.C. | 217 | $23.0K | 0.01% | +217 | New |
| Prestige Wealth Management Group LLC | 232 | $24.0K | 0.01% | −105−31.2% | Reduced |
| Motco | 231 | $24.0K | 0.00% | −50−17.8% | Reduced |
| Itau Unibanco Holding S.A. | 228 | $24.0K | 0.00% | +78+52.0% | Added |
| Canton Hathaway, LLC | 240 | $25.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 246 | $26.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 286 | $30.0K | 0.01% | −5−1.7% | Reduced |
| Capital Advisors, Ltd. LLC | 292 | $30.0K | 0.00% | +292 | New |
| Sound Income Strategies, LLC | 300 | $31.0K | 0.00% | −5−1.6% | Reduced |
| Trust Co of Vermont | 298 | $31.0K | 0.00% | +298 | New |
| Missouri Trust & Investment Co | 300 | $31.0K | 0.02% | +300 | New |
| Raleigh Capital Management Inc. | 300 | $31.0K | 0.03% | +300 | New |
| MV Capital Management, Inc. | 315 | $33.0K | 0.00% | +133+73.1% | Added |
| Arlington Partners LLC | 315 | $33.0K | 0.01% | +315 | New |
| Plante Moran Financial Advisors, LLC | 329 | $34.0K | 0.01% | +215+188.6% | Added |
| KB Financial Partners, LLC | 326 | $34.0K | 0.01% | +326 | New |
| Signet Financial Management, LLC | 334 | $35.0K | 0.01% | +334 | New |
| Equitec Proprietary Markets, LLC | 350 | $36.0K | 0.02% | +350 | New |
| NuWave Investment Management, LLC | 349 | $36.0K | 0.04% | +349 | New |
| EverSource Wealth Advisors, LLC | 346 | $36.0K | 0.01% | +346 | New |
| McIlrath & Eck, LLC | 352 | $37.0K | 0.01% | −53−13.1% | Reduced |
| Catalyst Capital Advisors LLC | 367 | $38.0K | 0.00% | −31−7.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 373 | $39.0K | 0.00% | −27,200−98.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 375 | $39.0K | 0.00% | −864−69.7% | Reduced |
| IMA Wealth, Inc. | 377 | $39.0K | 0.01% | +267+242.7% | Added |
| Larson Financial Group LLC | 379 | $39.0K | 0.01% | +379 | New |
| Covestor Ltd | 384 | $40.0K | 0.06% | +384 | New |
| FourThought Financial, LLC | 397 | $41.0K | 0.01% | −13−3.2% | Reduced |
