| J.Safra Asset Management Corp | 77 | $0 | 0.00% | +77 | New |
| CFS Investment Advisory Services, LLC | 93,135 | $0 | 0.00% | +93,135 | New |
| Old North State Trust, LLC | 1 | $308 | 0.25% | −624−99.8% | Reduced |
| WFA Asset Management Corp | 2 | $933 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $1.00K | 0.04% | −1−33.3% | Reduced |
| TFC Financial Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 3 | $1.32K | 0.00% | +3 | New |
| Advocacy Wealth Management Services, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 5 | $2.00K | 0.00% | +1+25.0% | Added |
| Cornerstone Management, Inc. | 5 | $2.25K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $2.65K | 0.00% | −18−75.0% | Reduced |
| West Bancorporation Inc | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 6 | $3.00K | 0.00% | +3+100.0% | Added |
| Maryland Capital Advisors Inc. | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 10 | $4.00K | 0.00% | +10 | New |
| Blue Bell Private Wealth Management, LLC | 11 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 12 | $5.30K | 0.00% | +12 | New |
| Macroview Investment Management LLC | 14 | $6.00K | 0.01% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 15 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 15 | $7.00K | 0.01% | +15 | New |
| Stuart Chaussee & Associates, Inc. | 17 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 18 | $8.00K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 19 | $8.00K | 0.00% | +19 | New |
| Rise Advisors, LLC | 20 | $9.00K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 21 | $9.00K | 0.00% | 00.0% | Unchanged |
| Wealthstreet Investment Advisors, LLC | 22 | $10.0K | 0.27% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 25 | $11.0K | 0.00% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 25 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tevis Investment Management | 25 | $11.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 26 | $11.0K | 0.00% | +10+62.5% | Added |
| McIlrath & Eck, LLC | 26 | $11.0K | 0.00% | +26 | New |
| Delos Wealth Advisors, LLC | 25 | $11.0K | 0.01% | +25 | New |
| Beaird Harris Wealth Management, LLC | 30 | $13.0K | 0.00% | +29+2,900.0% | Added |
| Cordant, Inc. | 30 | $13.0K | 0.01% | +30 | New |
| Tarbox Family Office, Inc. | 35 | $15.0K | 0.00% | −940−96.4% | Reduced |
| Baldwin Brothers Inc | 35 | $15.0K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 34 | $15.0K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 33 | $15.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 35 | $15.0K | 0.00% | +35 | New |
| PFS Partners, LLC | 35 | $15.6K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 38 | $17.0K | 0.01% | +25+192.3% | Added |
| United Community Bank | 40 | $17.7K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 40 | $18.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 40 | $18.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 40 | $18.0K | 0.01% | +40 | New |
| Versant Capital Management, Inc | 44 | $19.0K | 0.01% | −600−93.2% | Reduced |
| Stephens Consulting, LLC | 44 | $19.4K | 0.02% | −3−6.4% | Reduced |
| Tacita Capital Inc | 45 | $20.0K | 0.01% | +45 | New |
| Estabrook Capital Management | 46 | $20.3K | 0.00% | +20+76.9% | Added |
| Lloyd Advisory Services, LLC. | 51 | $22.0K | 0.01% | −160−75.8% | Reduced |
| Providence Capital Advisors, LLC | 49 | $22.0K | 0.01% | −17−25.8% | Reduced |
| Clean Yield Group | 50 | $22.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 50 | $22.0K | 0.01% | +50 | New |
| McCarthy Asset Management, Inc. | 53 | $23.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 53 | $23.0K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 52 | $23.0K | 0.03% | +40+333.3% | Added |
| IMA Wealth, Inc. | 55 | $24.0K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 53 | $24.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 60 | $26.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 62 | $27.0K | 0.02% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 61 | $27.0K | 0.02% | +61 | New |
| Sofos Investments, Inc. | 882 | $30.0K | 0.00% | −9,058−91.1% | Reduced |
| Washington Trust Advisors, Inc. | 70 | $31.0K | 0.00% | −59−45.7% | Reduced |
| American Research & Management Co. | 70 | $31.0K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 72 | $31.0K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 73 | $32.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 74 | $33.0K | 0.02% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 75 | $33.1K | 0.02% | 00.0% | Unchanged |
| Sierra Capital LLC | 79 | $35.0K | 0.01% | −49−38.3% | Reduced |
| American State Bank (Iowa) | 80 | $35.3K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 81 | $36.0K | 0.02% | −100−55.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 82 | $36.0K | 0.01% | −65−44.2% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 87 | $38.0K | 0.02% | +87 | New |
| Retirement Group, LLC | 89 | $39.0K | 0.02% | +17+23.6% | Added |
| Disciplined Investments, LLC | 92 | $41.0K | 0.02% | −31−25.2% | Reduced |
| Column Capital Advisors, LLC | 94 | $41.0K | 0.01% | −2−2.1% | Reduced |
| Country Trust Bank | 93 | $41.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 96 | $42.0K | 0.00% | −40−29.4% | Reduced |
| Solstein Capital, LLC | 95 | $42.0K | 0.03% | +1+1.1% | Added |
| San Luis Wealth Advisors LLC | 118 | $42.0K | 0.02% | +118 | New |
| Evoke Wealth, LLC | 97 | $43.0K | 0.00% | +22+29.3% | Added |
| Spartan Planning & Wealth Management | 97 | $43.0K | 0.05% | +97 | New |
| Park Circle Co | 100 | $44.0K | 0.04% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 99 | $44.0K | 0.02% | −1−1.0% | Reduced |
| Capital Directions Investment Advisors, LLC | 100 | $44.0K | 0.01% | +100 | New |
| PrairieView Partners, LLC | 103 | $45.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 103 | $45.0K | 0.01% | +1+1.0% | Added |
| Simon Quick Advisors, LLC | 102 | $45.0K | 0.01% | +97+1,940.0% | Added |
| Altshuler Shaham Ltd | 104 | $46.0K | 0.00% | +104 | New |
| Nauset Wealth Management. LLC | 108 | $48.0K | 0.04% | +108 | New |
| Beacon Capital Management, LLC | 109 | $48.0K | 0.01% | +109 | New |
| First Personal Financial Services | 110 | $49.0K | 0.01% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 111 | $49.0K | 0.02% | +111 | New |
| Rockbridge Investment Management, LCC | 110 | $49.1K | 0.01% | +25+29.4% | Added |
| Earnest Partners LLC | 113 | $50.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 116 | $51.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 121 | $52.0K | 0.02% | 00.0% | Unchanged |