| Karlinski Andrew C | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 2 | $351 | 0.28% | −1,581−99.9% | Reduced |
| J.Safra Asset Management Corp | 251 | $1.00K | 0.02% | +251 | New |
| GoalVest Advisory LLC | 3 | $1.00K | 0.00% | +3 | New |
| CFS Investment Advisory Services, LLC | 153,913 | $1.00K | 0.00% | +153,913 | New |
| Fortis Advisors, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $2.33K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 15 | $3.00K | 0.00% | −5−25.0% | Reduced |
| Ogorek Anthony Joseph | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 17 | $3.00K | 0.00% | +17 | New |
| Western Pacific Wealth Management, LP | 20 | $3.00K | 0.00% | +20 | New |
| Alpha Paradigm Partners, LLC | 21 | $4.00K | 0.00% | −309−93.6% | Reduced |
| Iron Horse Wealth Management, LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 20 | $4.00K | 0.00% | +10+100.0% | Added |
| Cedar Wealth Management, LLC | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 25 | $5.00K | 0.00% | +25 | New |
| De Burlo Group Inc | 30 | $5.84K | 0.00% | +30 | New |
| Interactive Financial Advisors | 32 | $6.00K | 0.00% | −651−95.3% | Reduced |
| Arcadia Investment Management Corp | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 37 | $7.00K | 0.00% | −17−31.5% | Reduced |
| Pacifica Partners Inc. | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 39 | $7.00K | 0.01% | +27+225.0% | Added |
| Point72 Hong Kong Ltd | 40 | $8.00K | 0.00% | −863−95.6% | Reduced |
| Atticus Wealth Management, LLC | 43 | $8.00K | 0.00% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 43 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 40 | $8.00K | 0.00% | +40 | New |
| Harvest Fund Management Co., Ltd | 51 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 55 | $10.0K | 0.00% | −123−69.1% | Reduced |
| DB Wealth Management Group, LLC | 52 | $10.0K | 0.01% | +1+2.0% | Added |
| CarsonAllaria Wealth Management, Ltd. | 50 | $10.0K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 51 | $10.0K | 0.01% | +51 | New |
| Delos Wealth Advisors, LLC | 55 | $11.0K | 0.01% | −182−76.8% | Reduced |
| American National Bank | 63 | $12.0K | 0.00% | +63 | New |
| Raleigh Capital Management Inc. | 65 | $13.0K | 0.01% | +65 | New |
| Cyrus J. Lawrence, LLC | 68 | $13.0K | 0.00% | +68 | New |
| Proffitt & Goodson Inc | 73 | $14.0K | 0.00% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 75 | $15.0K | 0.00% | −62,065−99.9% | Reduced |
| Spectrum Management Group, LLC | 75 | $15.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 78 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 84 | $16.0K | 0.00% | −1−1.2% | Reduced |
| Institutional & Family Asset Management, LLC | 81 | $16.0K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 80 | $16.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 85 | $17.0K | 0.00% | −82−49.1% | Reduced |
| Avondale Wealth Management | 85 | $17.0K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 90 | $17.5K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 91 | $18.0K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 93 | $18.0K | 0.01% | +93 | New |
| Crewe Advisors LLC | 100 | $19.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 97 | $19.0K | 0.01% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 99 | $19.3K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 103 | $20.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 103 | $20.0K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 600 | $21.0K | 0.02% | +435+263.6% | Added |
| Dravo Bay LLC | 118 | $23.0K | 0.02% | +118 | New |
| Surevest, LLC | 117 | $23.0K | 0.01% | +25+27.2% | Added |
| Roble, Belko & Company, Inc | 118 | $23.0K | 0.00% | +97+461.9% | Added |
| Rocky Mountain Advisers, LLC | 124 | $24.0K | 0.03% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 128 | $24.9K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 131 | $25.0K | 0.03% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 129 | $25.0K | 0.02% | +1+0.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 124 | $25.0K | 0.02% | +124 | New |
| Ellevest, Inc. | 131 | $26.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 150 | $29.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 155 | $30.0K | 0.01% | +105+210.0% | Added |
| Tfo-TDC, LLC | 155 | $30.0K | 0.01% | +155 | New |
| St. James Investment Advisors, LLC | 161 | $31.0K | 0.02% | 00.0% | Unchanged |
| Founders Capital Management | 150 | $31.0K | 0.02% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 163 | $32.0K | 0.02% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 170 | $33.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 177 | $34.0K | 0.00% | +2+1.1% | Added |
| Arlington Partners LLC | 184 | $36.0K | 0.01% | −51−21.7% | Reduced |
| Financial Connections Group, Inc. | 188 | $36.0K | 0.04% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 183 | $36.0K | 0.02% | 00.0% | Unchanged |
| Rational Advisors LLC | 183 | $36.0K | 0.00% | +75+69.4% | Added |
| Lee Financial Co | 200 | $39.0K | 0.01% | −305−60.4% | Reduced |
| Stephenson National Bank & Trust | 200 | $39.0K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 200 | $39.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 200 | $39.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 205 | $40.0K | 0.01% | 00.0% | Unchanged |
| Monolith Advisors | 191 | $40.0K | 0.03% | 00.0% | Unchanged |
| Investors Research Corp | 211 | $41.0K | 0.01% | +18+9.3% | Added |
| DeDora Capital, Inc. | 221 | $43.0K | 0.02% | +221 | New |
| San Luis Wealth Advisors LLC | 206 | $43.0K | 0.02% | +206 | New |
| Exane Derivatives | 226 | $44.0K | 0.01% | +56+32.9% | Added |
| Level Financial Advisors, Inc. | 226 | $44.0K | 0.03% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 230 | $45.0K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 237 | $46.0K | 0.04% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 237 | $46.0K | 0.02% | +237 | New |
| Beacon Capital Management, Inc. | 240 | $47.0K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 250 | $49.0K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 250 | $49.0K | 0.02% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 250 | $49.0K | 0.07% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 250 | $49.0K | 0.05% | +250 | New |
| Stuart Chaussee & Associates, Inc. | 263 | $51.0K | 0.02% | +42+19.0% | Added |
| WR Wealth Planners, LLC | 263 | $51.2K | 0.03% | +263 | New |
| Kelly Financial Services LLC | 263 | $51.2K | 0.02% | +1+0.4% | Added |
| Canton Hathaway, LLC | 265 | $52.0K | 0.01% | 00.0% | Unchanged |