| J.Safra Asset Management Corp | 196 | $0 | 0.00% | +196 | New |
| USA Financial Portformulas Corp | 2 | $1.00K | 0.00% | −3,428−99.9% | Reduced |
| Activest Wealth Management | 5 | $1.00K | 0.00% | −186−97.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.04% | +1+50.0% | Added |
| Karlinski Andrew C | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 2 | $1.00K | 0.01% | +2 | New |
| CFS Investment Advisory Services, LLC | 153,556 | $1.00K | 0.00% | +153,556 | New |
| Old North State Trust, LLC | 5 | $1.40K | 1.12% | −4,741−99.9% | Reduced |
| Dougherty Wealth Advisers LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 10 | $3.00K | 0.00% | −30−75.0% | Reduced |
| Fortis Advisors, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 13 | $4.00K | 0.00% | −1,465−99.1% | Reduced |
| Core Wealth Advisors, Inc. | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 18 | $5.00K | 0.00% | −571−96.9% | Reduced |
| Monumental Financial Group Inc. | 17 | $5.00K | 0.00% | +17 | New |
| Longfellow Investment Management Co LLC | 17 | $6.00K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 27 | $8.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 26 | $8.00K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 34 | $10.0K | 0.01% | +10+41.7% | Added |
| Capital Management Associates | 40 | $12.0K | 0.01% | −2,000−98.0% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 40 | $12.0K | 0.01% | −130−76.5% | Reduced |
| Mizuho Securities Co. Ltd. | 41 | $12.0K | 0.00% | −1−2.4% | Reduced |
| McClarren Financial Advisors, Inc. | 40 | $12.0K | 0.01% | −1−2.4% | Reduced |
| Laurel Wealth Planning LLC | 45 | $13.0K | 0.01% | −45−50.0% | Reduced |
| FAI Wealth Management | 50 | $14.0K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 51 | $15.0K | 0.01% | −722−93.4% | Reduced |
| Gould Capital, LLC | 50 | $15.0K | 0.01% | −8−13.8% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 50 | $15.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 55 | $16.0K | 0.00% | −101−64.7% | Reduced |
| DB Wealth Management Group, LLC | 55 | $16.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 53 | $16.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 56 | $17.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 59 | $18.0K | 0.01% | −4−6.3% | Reduced |
| PFG Private Wealth Management, LLC | 60 | $18.0K | 0.01% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 62 | $18.0K | 0.01% | +35+129.6% | Added |
| Cordant, Inc. | 78 | $23.0K | 0.01% | +78 | New |
| Smith Group Asset Management, LLC | 78 | $24.0K | 0.00% | −20,786−99.6% | Reduced |
| GW&K Investment Management, LLC | 83 | $25.0K | 0.00% | +83 | New |
| Halpern Financial, Inc. | 90 | $26.9K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 92 | $27.0K | 0.01% | +12+15.0% | Added |
| Tobam | 90 | $27.0K | 0.00% | +90 | New |
| Marquette Asset Management, LLC | 95 | $28.0K | 0.01% | +4+4.4% | Added |
| Clear Perspectives Financial Planning, LLC | 94 | $28.0K | 0.01% | +54+135.0% | Added |
| Banco BTG Pactual S.A. | 92 | $28.0K | 0.01% | +92 | New |
| Macroview Investment Management LLC | 95 | $29.0K | 0.04% | −15−13.6% | Reduced |
| KB Financial Partners, LLC | 96 | $29.0K | 0.01% | −13−11.9% | Reduced |
| Bivin & Associates, Inc. | 100 | $30.0K | 0.03% | −182−64.5% | Reduced |
| Cacti Asset Management LLC | 100 | $30.0K | 0.00% | 00.0% | Unchanged |
| Family CFO Inc | 100 | $30.0K | 0.03% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 99 | $30.0K | 0.01% | +99 | New |
| Vienna Asset Management LLC | 100 | $30.0K | 0.04% | +100 | New |
| Schubert & Co | 102 | $31.0K | 0.03% | +47+85.5% | Added |
| Parkside Investments, LLC | 104 | $31.0K | 0.01% | +104 | New |
| SWS Partners | 111 | $33.0K | 0.02% | +111 | New |
| Cornerstone Management, Inc. | 112 | $33.5K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 114 | $34.0K | 0.01% | −1,416−92.5% | Reduced |
| Savior LLC | 113 | $35.0K | 0.03% | 00.0% | Unchanged |
| Retirement Group, LLC | 117 | $35.0K | 0.01% | +22+23.2% | Added |
| Strategic Asset Management, LLC | 121 | $36.0K | 0.05% | 00.0% | Unchanged |
| Belmont Capital, LLC | 130 | $39.0K | 0.04% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 146 | $44.0K | 0.02% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 152 | $45.0K | 0.01% | −21,002−99.3% | Reduced |
| Winch Advisory Services, LLC | 151 | $45.0K | 0.02% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 150 | $45.0K | 0.06% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 150 | $45.0K | 0.03% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 151 | $45.0K | 0.00% | +53+54.1% | Added |
| John W. Brooker & Co., CPAs | 155 | $46.0K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 162 | $48.0K | 0.03% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 174 | $52.0K | 0.05% | +1+0.6% | Added |
| Advanced Research Investment Solutions, LLC | 185 | $55.0K | 0.02% | −142−43.4% | Reduced |
| Nauset Wealth Management. LLC | 187 | $56.0K | 0.04% | +187 | New |
| Harvest Group Wealth Management, LLC | 189 | $57.0K | 0.03% | −5−2.6% | Reduced |
| Skylands Capital, LLC | 200 | $60.0K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 206 | $62.0K | 0.01% | 00.0% | Unchanged |
| Econ Financial Services Corp | 214 | $64.0K | 0.05% | 00.0% | Unchanged |
| Lake Point Wealth Management | 217 | $65.0K | 0.03% | 00.0% | Unchanged |
| First Bank & Trust | 220 | $66.0K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 222 | $67.0K | 0.01% | −244−52.4% | Reduced |
| Stephenson National Bank & Trust | 223 | $67.0K | 0.04% | −200−47.3% | Reduced |
| HighMark Wealth Management LLC | 228 | $68.0K | 0.05% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 238 | $71.0K | 0.04% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 236 | $71.0K | 0.03% | +1+0.4% | Added |
| Geo Capital Gestora de Recursos Ltd | 146 | $71.0K | 0.03% | 00.0% | Unchanged |
| Hoey Investments, Inc | 239 | $72.0K | 0.02% | −31,750−99.3% | Reduced |
| Atlas Capital Advisors LLC | 243 | $72.7K | 0.01% | +110+82.7% | Added |
| Cordasco Financial Network | 247 | $74.0K | 0.05% | 00.0% | Unchanged |
| Steward Financial Group LLC | 251 | $75.0K | 0.07% | +233+1,294.4% | Added |
| Mach-1 Financial Group, Inc. | 257 | $76.0K | 0.05% | −29−10.1% | Reduced |
| Hoese & Co LLP | 261 | $78.0K | 0.08% | −665−71.8% | Reduced |
| Fairfield Financial Advisors, LTD | 262 | $78.5K | 0.03% | +262 | New |
| Roble, Belko & Company, Inc | 264 | $79.0K | 0.02% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 285 | $85.0K | 0.06% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 292 | $87.0K | 0.05% | −5−1.7% | Reduced |
| Dravo Bay LLC | 292 | $87.4K | 0.07% | +292 | New |
| Lowe Wealth Advisors, LLC | 293 | $88.0K | 0.04% | +8+2.8% | Added |
| LSV Asset Management | 300 | $90.0K | 0.00% | −300−50.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 320 | $95.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 316 | $95.0K | 0.03% | +28+9.7% | Added |
| PYA Waltman Capital, LLC | 327 | $98.0K | 0.05% | −190−36.8% | Reduced |
