| Old North State Trust, LLC | 4 | $595 | 0.48% | −4,358−99.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 5 | $1.00K | 0.04% | 00.0% | Unchanged |
| Insight Financial Services | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 17 | $2.00K | 0.00% | −6−26.1% | Reduced |
| Macroview Investment Management LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 18 | $2.00K | 0.00% | +1+5.9% | Added |
| CFS Investment Advisory Services, LLC | 398,054 | $3.00K | 0.01% | +396,073+19,993.6% | Added |
| CarsonAllaria Wealth Management, Ltd. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 428 | $3.00K | 0.06% | +428 | New |
| Kessler Investment Group, LLC | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 35 | $4.00K | 0.00% | +35 | New |
| USA Financial Portformulas Corp | 39 | $5.00K | 0.01% | −31−44.3% | Reduced |
| Cedar Wealth Management, LLC | 48 | $7.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 60 | $8.00K | 0.01% | −70−53.8% | Reduced |
| Ranger Investment Management, L.P. | 72 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 70 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 80 | $11.0K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 85 | $12.0K | 0.01% | −150−63.8% | Reduced |
| ClariVest Asset Management LLC | 90 | $13.0K | 0.00% | −7−7.2% | Reduced |
| Activest Wealth Management | 94 | $13.0K | 0.01% | +74+370.0% | Added |
| Lowe Wealth Advisors, LLC | 100 | $14.0K | 0.01% | −65−39.4% | Reduced |
| Emerald Advisers, LLC | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Savior LLC | 100 | $14.0K | 0.01% | −1−1.0% | Reduced |
| Intelligent Financial Strategies | 101 | $14.0K | 0.01% | +1+1.0% | Added |
| Emerson Wealth Management, LLC | 102 | $14.0K | 0.01% | +102 | New |
| Navigation Wealth Management, Inc. | 110 | $15.0K | 0.14% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 116 | $16.0K | 0.03% | +63+118.9% | Added |
| Johnson Midwest Financial, LLC | 124 | $17.0K | 0.02% | +31+33.3% | Added |
| HBC Financial Services, PLLC | 147 | $18.0K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 131 | $18.0K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 150 | $20.0K | 0.01% | −45−23.1% | Reduced |
| Morton Brown Family Wealth, LLC | 150 | $20.0K | 0.02% | +150 | New |
| Cornerstone Management, Inc. | 154 | $21.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 158 | $21.0K | 0.01% | +1+0.6% | Added |
| Wealthstreet Investment Advisors, LLC | 166 | $23.0K | 0.62% | 00.0% | Unchanged |
| Retirement Group, LLC | 170 | $23.0K | 0.01% | +19+12.6% | Added |
| McCarthy Grittinger Financial Group, LLC | 173 | $23.6K | 0.01% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 175 | $24.0K | 0.01% | 00.0% | Unchanged |
| Carroll Investors, Inc | 196 | $25.0K | 0.02% | 00.0% | Unchanged |
| Dravo Bay LLC | 190 | $25.9K | 0.02% | +190 | New |
| Disciplina Capital Management LLC | 197 | $26.9K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 200 | $27.0K | 0.01% | −9−4.3% | Reduced |
| Siena Capital LLC | 200 | $27.0K | 0.02% | +200 | New |
| Financial Connections Group, Inc. | 206 | $28.0K | 0.03% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 223 | $30.0K | 0.01% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 234 | $32.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 252 | $34.0K | 0.02% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 250 | $34.0K | 0.02% | +35+16.3% | Added |
| Danda Trouve Investment Management, Inc. | 256 | $35.0K | 0.04% | +2+0.8% | Added |
| Advanced Research Investment Solutions, LLC | 288 | $39.0K | 0.02% | +156+118.2% | Added |
| Iron Horse Wealth Management, LLC | 290 | $40.0K | 0.02% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 310 | $42.0K | 0.01% | +1+0.3% | Added |
| Tower View Investment Management & Research LLC | 335 | $46.0K | 0.02% | −94−21.9% | Reduced |
| Cordant, Inc. | 346 | $47.0K | 0.03% | +346 | New |
| Enterprise Trust & Investment Co | 360 | $49.0K | 0.02% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 375 | $51.0K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 376 | $51.0K | 0.02% | +61+19.4% | Added |
| Moisand Fitzgerald Tamayo, LLC | 379 | $52.0K | 0.02% | +5+1.3% | Added |
| Veritas Investment Partners (UK) Ltd. | 380 | $52.0K | 0.00% | +380 | New |
| Cedar Mountain Advisors, LLC | 389 | $53.0K | 0.02% | +1+0.3% | Added |
| Delos Wealth Advisors, LLC | 406 | $55.0K | 0.05% | 00.0% | Unchanged |
| Karlinski Andrew C | 413 | $56.0K | 0.10% | −10−2.4% | Reduced |
| Monolith Advisors | 374 | $59.0K | 0.05% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 435 | $59.3K | 0.04% | +435 | New |
| Acima Private Wealth, LLC | 459 | $63.0K | 0.03% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 469 | $64.0K | 0.03% | +57+13.8% | Added |
| Western Pacific Wealth Management, LP | 492 | $67.0K | 0.05% | 00.0% | Unchanged |
| Harding Loevner LP | 589 | $72.0K | 0.00% | −52−8.1% | Reduced |
| Evolution Advisers, Inc. | 531 | $72.0K | 0.05% | +200+60.4% | Added |
| Hoese & Co LLP | 545 | $75.0K | 0.08% | −978−64.2% | Reduced |
| Estate Counselors, LLC | 555 | $75.0K | 0.01% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 555 | $76.0K | 0.08% | +555 | New |
| Greenwood Capital Associates LLC | 567 | $77.0K | 0.02% | −66,066−99.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 567 | $77.0K | 0.03% | +37+7.0% | Added |
| Valley Forge Investment Consultants Inc Adv | 573 | $78.0K | 0.03% | −162−22.0% | Reduced |
| Maryland Capital Advisors Inc. | 575 | $78.0K | 0.07% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 570 | $78.0K | 0.05% | +120+26.7% | Added |
| Alpha Paradigm Partners, LLC | 589 | $80.0K | 0.03% | +576+4,430.8% | Added |
| Stuart Chaussee & Associates, Inc. | 604 | $82.0K | 0.04% | −58−8.8% | Reduced |
| RE Dickinson Investment Advisors, LLC | 613 | $84.0K | 0.06% | 00.0% | Unchanged |
| Schubert & Co | 633 | $86.0K | 0.09% | −617−49.4% | Reduced |
| McClarren Financial Advisors, Inc. | 635 | $86.0K | 0.06% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 681 | $93.0K | 0.09% | +2+0.3% | Added |
| Lake Point Wealth Management | 702 | $96.0K | 0.04% | +1+0.1% | Added |
| Tfo-TDC, LLC | 701 | $96.0K | 0.02% | +701 | New |
| RPg Family Wealth Advisory, LLC | 709 | $96.7K | 0.04% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 708 | $97.0K | 0.07% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 713 | $97.0K | 0.06% | +3+0.4% | Added |
| C M Bidwell & Associates Ltd | 735 | $100.0K | 0.07% | +700+2,000.0% | Added |
| West Financial Advisors, LLC | 791 | $108.0K | 0.03% | +41+5.5% | Added |
| Tevis Investment Management | 804 | $108.0K | 0.10% | +298+58.9% | Added |
| Private Ocean, LLC | 830 | $113.0K | 0.01% | +18+2.2% | Added |
| Cordasco Financial Network | 833 | $114.0K | 0.07% | 00.0% | Unchanged |
| Abound Wealth Management | 842 | $114.8K | 0.08% | −96−10.2% | Reduced |
| Blueprint Investment Partners LLC | 867 | $118.0K | 0.03% | −8,550−90.8% | Reduced |
| Tucker Asset Management LLC | 884 | $120.5K | 0.04% | +165+22.9% | Added |
| Financial Enhancement Group LLC | 906 | $124.0K | 0.02% | −58−6.0% | Reduced |
| Baldrige Asset Management LLC | 908 | $124.0K | 0.05% | 00.0% | Unchanged |
