| Retirement Group, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 86 | $0 | 0.00% | +86 | New |
| AllSquare Wealth Management LLC | 4 | $1.00K | 0.00% | −96−96.0% | Reduced |
| USA Financial Portformulas Corp | 3 | $1.00K | 0.00% | −17−85.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.04% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 4 | $1.00K | 0.00% | +4 | New |
| CFS Investment Advisory Services, LLC | 547,539 | $2.00K | 0.01% | +545,927+33,866.4% | Added |
| Morton Brown Family Wealth, LLC | 6 | $2.00K | 0.00% | −7−53.8% | Reduced |
| Bogart Wealth, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 7 | $2.09K | 1.67% | −7,205−99.9% | Reduced |
| WestEnd Advisors, LLC | – | $2.29K | 0.00% | – | – |
| Belmont Capital, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 10 | $3.00K | 0.00% | +10 | New |
| Win Advisors, Inc | 10 | $3.00K | 0.00% | +10 | New |
| Longfellow Investment Management Co LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 16 | $5.00K | 0.00% | +16 | New |
| Johnson Midwest Financial, LLC | 20 | $6.00K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 20 | $6.00K | 0.00% | +10+100.0% | Added |
| Cypress Capital Management LLC (WY) | 25 | $7.00K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 30 | $9.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 30 | $9.00K | 0.00% | +30 | New |
| Dark Forest Capital Management LP | 39 | $11.0K | 0.00% | −6−13.3% | Reduced |
| Islay Capital Management, LLC | 40 | $11.0K | 0.01% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 37 | $11.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 50 | $14.0K | 0.01% | +1+2.0% | Added |
| Hoese & Co LLP | 50 | $14.0K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 50 | $14.0K | 0.01% | +50 | New |
| Schubert & Co | 54 | $15.0K | 0.02% | +9+20.0% | Added |
| KB Financial Partners, LLC | 56 | $16.0K | 0.00% | −9−13.8% | Reduced |
| Greenwood Capital Associates LLC | 61 | $17.0K | 0.00% | −41,221−99.9% | Reduced |
| Coastal Capital Group, Inc. | 58 | $17.0K | 0.00% | +28+93.3% | Added |
| GW&K Investment Management, LLC | 61 | $17.0K | 0.00% | +61 | New |
| Legacy Bridge, LLC | 65 | $19.0K | 0.01% | −45−40.9% | Reduced |
| Carolina Wealth Advisors, LLC | 68 | $19.0K | 0.01% | 00.0% | Unchanged |
| Carroll Investors, Inc | 73 | $20.0K | 0.01% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 75 | $21.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 75 | $21.5K | 0.02% | −33−30.6% | Reduced |
| Sofos Investments, Inc. | 1,430 | $22.0K | 0.00% | −5,470−79.3% | Reduced |
| Winch Advisory Services, LLC | 82 | $23.0K | 0.01% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 80 | $23.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 87 | $24.9K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 89 | $25.0K | 0.02% | −73−45.1% | Reduced |
| Pin Oak Investment Advisors Inc | 89 | $25.0K | 0.03% | 00.0% | Unchanged |
| First Bank & Trust | 86 | $25.0K | 0.01% | −5−5.5% | Reduced |
| Cordant, Inc. | 87 | $25.0K | 0.02% | +87 | New |
| Loomis Sayles & Co L P | 93 | $27.0K | 0.00% | −58−38.4% | Reduced |
| Trustcore Financial Services, LLC | 95 | $27.0K | 0.00% | 00.0% | Unchanged |
| Icapital Wealth LLC | 91 | $28.1K | 0.01% | +91 | New |
| Baron Financial Group, LLC | 100 | $28.6K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 100 | $29.0K | 0.02% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 100 | $29.0K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 105 | $30.0K | 0.03% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 110 | $31.0K | 0.02% | +20+22.2% | Added |
| Selective Wealth Management, Inc. | 116 | $33.0K | 0.01% | +116 | New |
| Oliver Lagore Vanvalin Investment Group | 115 | $33.0K | 0.02% | +115 | New |
| Penserra Capital Management LLC | 120 | $34.0K | 0.00% | −36−23.1% | Reduced |
| Financial Perspectives, Inc | 124 | $35.5K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 130 | $37.0K | 0.03% | −60−31.6% | Reduced |
| Interactive Financial Advisors | 130 | $37.0K | 0.02% | 00.0% | Unchanged |
| Emerson Wealth Management, LLC | 141 | $40.0K | 0.02% | +41+41.0% | Added |
| WR Wealth Planners, LLC | 141 | $40.4K | 0.02% | +141 | New |
| Laffer Tengler Investments | 150 | $43.0K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 150 | $43.0K | 0.02% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 150 | $43.0K | 0.02% | +150 | New |
| Credential Qtrade Securities Inc. | 156 | $44.7K | 0.00% | −3,890−96.1% | Reduced |
| McIlrath & Eck, LLC | 158 | $45.0K | 0.01% | −1−0.6% | Reduced |
| Clearview Wealth Advisors LLC | 161 | $46.0K | 0.03% | −244−60.2% | Reduced |
| Lloyd Advisory Services, LLC. | 161 | $46.0K | 0.02% | +161 | New |
| Cranbrook Wealth Management, LLC | 169 | $49.0K | 0.01% | −30−15.1% | Reduced |
| Estate Counselors, LLC | 178 | $50.0K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 180 | $52.0K | 0.02% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 190 | $54.0K | 0.06% | +190 | New |
| Disciplina Capital Management LLC | 195 | $55.9K | 0.01% | −23−10.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 196 | $56.0K | 0.02% | +10+5.4% | Added |
| Holloway Wealth Management, LLC | – | $57.0K | 0.02% | – | – |
| DB Wealth Management Group, LLC | 200 | $57.0K | 0.03% | 00.0% | Unchanged |
| Corsicana & Co. | 200 | $57.0K | 0.04% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 200 | $57.0K | 0.05% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 200 | $57.0K | 0.04% | 00.0% | Unchanged |
| Castleview Partners, LLC | 200 | $57.0K | 0.04% | +200 | New |
| Exchange Traded Concepts, LLC | 205 | $59.0K | 0.00% | −66,369−99.7% | Reduced |
| Center for Financial Planning, Inc. | 207 | $59.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 216 | $62.0K | 0.01% | +96+80.0% | Added |
| Kempen Capital Management N.V. | 219 | $63.0K | 0.00% | −128−36.9% | Reduced |
| Monumental Financial Group Inc. | 224 | $64.0K | 0.05% | +224 | New |
| Byrne Asset Management LLC | 235 | $67.0K | 0.04% | +10+4.4% | Added |
| Cutler Group LP | 243 | $69.0K | 0.01% | −23,927−99.0% | Reduced |
| Goodwin Investment Advisory | 249 | $71.0K | 0.05% | +249 | New |
| Emfo, LLC | 250 | $72.0K | 0.07% | 00.0% | Unchanged |
| Capital Management Associates | 250 | $72.0K | 0.08% | +250 | New |
| Norwood Financial Corp | 255 | $73.0K | 0.11% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 264 | $76.0K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 275 | $79.0K | 0.01% | −99−26.5% | Reduced |
| Newfound Research LLC | 276 | $79.0K | 0.10% | +276 | New |