| Old North State Trust, LLC | 4 | $487 | 0.45% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 11 | $1.00K | 0.00% | −28−71.8% | Reduced |
| Insight Financial Services | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 254 | $2.00K | 0.03% | −174−40.7% | Reduced |
| Davidson Capital Management Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 27 | $3.00K | 0.00% | +9+50.0% | Added |
| FSC Wealth Advisors, LLC | 28 | $3.00K | 0.03% | +28 | New |
| Cedar Wealth Management, LLC | 48 | $5.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 60 | $7.00K | 0.00% | −7,653−99.2% | Reduced |
| Morton Brown Family Wealth, LLC | 58 | $7.00K | 0.01% | −92−61.3% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 60 | $7.00K | 0.01% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 75 | $8.00K | 0.00% | −15−16.7% | Reduced |
| Ranger Investment Management, L.P. | 72 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 70 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 80 | $9.00K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 85 | $10.0K | 0.01% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 93 | $10.0K | 0.00% | +93 | New |
| Tfo-TDC, LLC | 96 | $11.0K | 0.00% | −605−86.3% | Reduced |
| Red Cedar Capital, LLC | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Emerson Wealth Management, LLC | 102 | $11.0K | 0.01% | 00.0% | Unchanged |
| Savior LLC | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 101 | $11.0K | 0.01% | +7+7.4% | Added |
| Navigation Wealth Management, Inc. | 110 | $12.0K | 1.33% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 112 | $13.0K | 0.00% | −843−88.3% | Reduced |
| Johnson Midwest Financial, LLC | 124 | $14.0K | 0.02% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 140 | $16.0K | 0.01% | −60−30.0% | Reduced |
| Clear Investment Research, LLC | 116 | $16.0K | 0.04% | 00.0% | Unchanged |
| Retirement Group, LLC | 151 | $17.0K | 0.01% | −19−11.2% | Reduced |
| MBM Wealth Consultants, LLC | 150 | $17.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 154 | $17.3K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 159 | $18.0K | 0.01% | +1+0.6% | Added |
| Strengthening Families & Communities, LLC | 131 | $18.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 954 | $18.1K | 0.02% | −4,855−83.6% | Reduced |
| Spectrum Management Group, LLC | 184 | $21.0K | 0.00% | −59,053−99.7% | Reduced |
| Disciplina Capital Management LLC | 199 | $22.4K | 0.00% | +2+1.0% | Added |
| Siena Capital LLC | 200 | $23.0K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 200 | $23.0K | 0.01% | +100+100.0% | Added |
| LFA - Lugano Financial Advisors SA | 210 | $23.0K | 0.02% | +210 | New |
| Financial Synergies Wealth Advisors, Inc. | 206 | $23.2K | 0.00% | +206 | New |
| Clear Perspectives Financial Planning, LLC | 211 | $24.0K | 0.01% | +36+20.6% | Added |
| Bellwether Advisors, LLC | 225 | $25.0K | 0.01% | +2+0.9% | Added |
| Turim 21 Investimentos Ltda. | 234 | $26.0K | 0.02% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 237 | $27.0K | 0.02% | +90+61.2% | Added |
| Danda Trouve Investment Management, Inc. | 258 | $29.0K | 0.04% | +2+0.8% | Added |
| Laurel Wealth Planning LLC | 275 | $31.0K | 0.02% | +23+9.1% | Added |
| Mizuho Securities Co. Ltd. | 200 | $32.0K | 0.01% | −2,640−93.0% | Reduced |
| Advocacy Wealth Management Services, LLC | 286 | $32.0K | 0.01% | −24−7.7% | Reduced |
| Advanced Research Investment Solutions, LLC | 288 | $32.0K | 0.02% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 222 | $32.0K | 0.01% | +222 | New |
| Bromfield Sneider Wealth Advisors | 290 | $33.0K | 0.04% | −265−47.7% | Reduced |
| Financial Connections Group, Inc. | 306 | $34.0K | 0.03% | +100+48.5% | Added |
| Tower View Investment Management & Research LLC | 336 | $38.0K | 0.03% | +1+0.3% | Added |
| New Millennium Group LLC | 347 | $39.0K | 0.04% | +347 | New |
| Horizons Wealth Management | 318 | $39.0K | 0.03% | +318 | New |
| Iron Horse Wealth Management, LLC | 355 | $40.0K | 0.02% | +65+22.4% | Added |
| Veritas Investment Partners (UK) Ltd. | 380 | $43.0K | 0.00% | 00.0% | Unchanged |
| Tanaka Capital Management Inc | 392 | $44.0K | 0.14% | −1,080−73.4% | Reduced |
| Cedar Mountain Advisors, LLC | 389 | $44.0K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 394 | $44.0K | 0.01% | +15+4.0% | Added |
| Delos Wealth Advisors, LLC | 406 | $46.0K | 0.05% | 00.0% | Unchanged |
| Karlinski Andrew C | 413 | $47.0K | 0.07% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 438 | $49.3K | 0.03% | +3+0.7% | Added |
| Acima Private Wealth, LLC | 459 | $51.7K | 0.03% | 00.0% | Unchanged |
| Biechele Royce Advisors | 465 | $52.0K | 0.02% | −1,000−68.3% | Reduced |
| Stuart Chaussee & Associates, Inc. | 462 | $52.0K | 0.11% | −142−23.5% | Reduced |
| Ten Capital Wealth Advisors, LLC | 469 | $53.0K | 0.02% | 00.0% | Unchanged |
| AGF Investments LLC | 480 | $54.0K | 0.01% | −3,519−88.0% | Reduced |
| Western Pacific Wealth Management, LP | 492 | $55.0K | 0.05% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 522 | $59.0K | 0.02% | −392−42.9% | Reduced |
| Miller Wealth Advisors, LLC | 530 | $60.0K | 0.05% | −40−7.0% | Reduced |
| Evolution Advisers, Inc. | 531 | $60.0K | 0.05% | 00.0% | Unchanged |
| Estate Counselors, LLC | 555 | $62.0K | 0.01% | 00.0% | Unchanged |
| Ayalon Holdings Ltd. | 563 | $63.0K | 0.03% | −10,208−94.8% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 563 | $63.0K | 0.03% | −10−1.7% | Reduced |
| Marshall & Sullivan Inc | 567 | $63.0K | 0.04% | +567 | New |
| Bay Harbor Wealth Management, LLC | 567 | $64.0K | 0.03% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 575 | $65.0K | 0.07% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 579 | $65.0K | 0.03% | +219+60.8% | Added |
| Harding Loevner LP | 589 | $66.0K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 613 | $69.0K | 0.06% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 683 | $77.0K | 0.08% | +2+0.3% | Added |
| WFA of San Diego, LLC | 687 | $77.0K | 0.07% | +687 | New |
| Lake Point Wealth Management | 703 | $79.0K | 0.04% | +1+0.1% | Added |
| Financial Avengers, Inc. | 718 | $81.0K | 0.07% | +5+0.7% | Added |
| West Financial Advisors, LLC | 750 | $84.0K | 0.02% | −41−5.2% | Reduced |
| Schubert & Co | 745 | $84.0K | 0.08% | +112+17.7% | Added |
| Rockbridge Investment Management, LCC | 830 | $93.5K | 0.02% | −1,275−60.6% | Reduced |
| Abound Wealth Management | 830 | $93.5K | 0.05% | −12−1.4% | Reduced |
| Riggs Asset Managment Co. Inc. | 836 | $94.0K | 0.04% | −3,307−79.8% | Reduced |
| IAG Wealth Partners, LLC | 887 | $100.0K | 0.03% | −118−11.7% | Reduced |
| Islay Capital Management, LLC | 899 | $101.0K | 0.11% | −3,214−78.1% | Reduced |
| Financial Enhancement Group LLC | 896 | $101.0K | 0.02% | −10−1.1% | Reduced |
| Joseph P. Lucia & Associates, LLC | 907 | $102.0K | 0.07% | −16−1.7% | Reduced |
| Baldrige Asset Management LLC | 908 | $102.0K | 0.05% | 00.0% | Unchanged |
| Tevis Investment Management | 927 | $105.0K | 0.10% | +123+15.3% | Added |
| Ogorek Anthony Joseph | 962 | $108.0K | 0.05% | +41+4.5% | Added |
| Core Wealth Advisors, Inc. | 964 | $109.0K | 0.07% | 00.0% | Unchanged |
| FAI Wealth Management | 1,000 | $112.0K | 0.10% | −100−9.1% | Reduced |
