| Bourgeon Capital Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 3 | $344 | 0.28% | −1,515−99.8% | Reduced |
| WestEnd Advisors, LLC | – | $910 | 0.00% | – | – |
| Eukles Asset Management | 10 | $1.00K | 0.00% | −79−88.8% | Reduced |
| USA Financial Portformulas Corp | 10 | $1.00K | 0.00% | −4−28.6% | Reduced |
| Mach-1 Financial Group, Inc. | 10 | $1.00K | 0.00% | −11−52.4% | Reduced |
| KB Financial Partners, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 4 | $1.00K | 0.00% | +4 | New |
| Winch Advisory Services, LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 516,049 | $4.00K | 0.02% | +512,133+13,078.0% | Added |
| Lowe Wealth Advisors, LLC | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 35 | $5.00K | 0.00% | −320−90.1% | Reduced |
| Wolff Wiese Magana LLC | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 38 | $5.00K | 0.00% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 35 | $5.00K | 0.00% | +35 | New |
| West Financial Advisors, LLC | 41 | $5.00K | 0.00% | +41 | New |
| Financial Perspectives, Inc | 40 | $5.20K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 45 | $6.00K | 0.00% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 50 | $7.00K | 0.00% | −11,396−99.6% | Reduced |
| Pittenger & Anderson Inc | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 57 | $7.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 50 | $7.00K | 0.00% | +50 | New |
| Dark Forest Capital Management LP | 58 | $8.00K | 0.00% | −134−69.8% | Reduced |
| Level Financial Advisors, Inc. | 59 | $8.00K | 0.01% | −50−45.9% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 70 | $9.00K | 0.01% | −210−75.0% | Reduced |
| TSFG, LLC | 73 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 72 | $9.00K | 0.01% | +72 | New |
| Ten Capital Wealth Advisors, LLC | 80 | $10.0K | 0.00% | 00.0% | Unchanged |
| Family CFO Inc | 74 | $10.0K | 0.01% | +1+1.4% | Added |
| Cordant, Inc. | 78 | $10.0K | 0.01% | +48+160.0% | Added |
| GW&K Investment Management, LLC | 78 | $10.0K | 0.00% | +78 | New |
| Timber Creek Capital Management LLC | 95 | $12.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 90 | $12.0K | 0.00% | +52+136.8% | Added |
| Mizuho Securities Co. Ltd. | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $13.0K | 0.01% | +100 | New |
| Cornerstone Management, Inc. | 100 | $13.0K | 0.00% | −2,394−96.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 110 | $14.0K | 0.01% | +110 | New |
| Moisand Fitzgerald Tamayo, LLC | 116 | $15.0K | 0.01% | −125−51.9% | Reduced |
| O'Dell Group, LLC | 112 | $15.0K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 112 | $15.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 116 | $15.0K | 0.01% | +1+0.9% | Added |
| Clear Perspectives Financial Planning, LLC | 112 | $15.0K | 0.01% | 00.0% | Unchanged |
| Lake Point Wealth Management | 124 | $16.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 124 | $16.0K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 120 | $16.0K | 0.02% | 00.0% | Unchanged |
| Carroll Investors, Inc | 138 | $17.0K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 128 | $17.0K | 0.02% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 140 | $18.0K | 0.02% | −60−30.0% | Reduced |
| Horrell Capital Management, Inc. | 139 | $18.0K | 0.01% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 137 | $18.0K | 0.01% | +137 | New |
| RPg Family Wealth Advisory, LLC | 150 | $19.5K | 0.01% | 00.0% | Unchanged |
| Dravo Bay LLC | 150 | $19.5K | 0.02% | +150 | New |
| Arlington Partners LLC | 155 | $20.0K | 0.01% | −49−24.0% | Reduced |
| Cedar Mountain Advisors, LLC | 153 | $20.0K | 0.01% | +2+1.3% | Added |
| NuWave Investment Management, LLC | 152 | $20.0K | 0.03% | +152 | New |
| Crosspoint Capital Strategies, LLC | 150 | $20.0K | 0.06% | +150 | New |
| Win Advisors, Inc | 155 | $20.0K | 0.01% | +155 | New |
| Tilia Fiduciary Partners, Inc. | 161 | $21.0K | 0.02% | −981−85.9% | Reduced |
| Raffa Wealth Management, LLC | 163 | $21.2K | 0.01% | +7+4.5% | Added |
| Concorde Financial Corp | 168 | $22.0K | 0.01% | +100+147.1% | Added |
| Cribstone Capital Management, LLC | 178 | $23.0K | 0.01% | −135−43.1% | Reduced |
| Northwest Investment Counselors, LLC | 185 | $24.0K | 0.01% | +112+153.4% | Added |
| Tacita Capital Inc | 185 | $24.0K | 0.01% | +150+428.6% | Added |
| Knuff & Co LLC | 200 | $26.0K | 0.01% | −40−16.7% | Reduced |
| Financial Enhancement Group LLC | 202 | $26.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 200 | $26.0K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 213 | $27.0K | 0.03% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 207 | $27.0K | 0.01% | +207 | New |
| Blue Bell Private Wealth Management, LLC | 215 | $28.0K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 226 | $29.0K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 231 | $30.0K | 0.01% | −28−10.8% | Reduced |
| DB Wealth Management Group, LLC | 230 | $30.0K | 0.02% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $31.0K | 0.02% | – | – |
| Ulland Investment Advisors, LLC | 240 | $31.0K | 0.02% | 00.0% | Unchanged |
| Parkside Investments, LLC | 240 | $31.0K | 0.01% | +240 | New |
| Clearview Wealth Advisors LLC | 243 | $32.0K | 0.02% | +1+0.4% | Added |
| West Paces Advisors Inc. | 258 | $33.5K | 0.01% | −36−12.2% | Reduced |
| Sterling Investment Advisors, Ltd. | 268 | $35.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 270 | $35.0K | 0.01% | +77+39.9% | Added |
| PrairieView Partners, LLC | 284 | $37.0K | 0.01% | +111+64.2% | Added |
| Claremont Financial Group, Inc. | 287 | $37.0K | 0.16% | +287 | New |
| Bradley & Co. Private Wealth Management, LLC | 292 | $38.0K | 0.03% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 308 | $40.0K | 0.03% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 305 | $40.0K | 0.02% | +280+1,120.0% | Added |
| Pacific Center for Financial Services | 312 | $41.0K | 0.01% | −8−2.5% | Reduced |
| RWM Asset Management, LLC | 313 | $41.0K | 0.01% | +13+4.3% | Added |
| RE Dickinson Investment Advisors, LLC | 315 | $41.0K | 0.03% | +40+14.5% | Added |
| Kelly Financial Services LLC | 321 | $41.8K | 0.02% | +2+0.6% | Added |
| West Branch Capital LLC | 329 | $43.0K | 0.02% | −99−23.1% | Reduced |
| McClarren Financial Advisors, Inc. | 341 | $44.0K | 0.03% | +3+0.9% | Added |
| Macroview Investment Management LLC | 338 | $44.0K | 0.06% | +15+4.6% | Added |
| Lloyd Advisory Services, LLC. | 341 | $44.0K | 0.02% | +37+12.2% | Added |
| Paladin Advisory Group, LLC | 348 | $45.0K | 0.04% | +348 | New |
