| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 4 | $0 | 0.00% | +4 | New |
| WestEnd Advisors, LLC | – | $273 | 0.00% | – | New |
| TD Capital Management LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 6 | $1.00K | 0.00% | +6 | New |
| Versant Capital Management, Inc | 17 | $2.00K | 0.00% | −527−96.9% | Reduced |
| CVA Family Office, LLC | 15 | $2.00K | 0.00% | −55−78.6% | Reduced |
| Lowe Wealth Advisors, LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 18 | $2.00K | 0.00% | +18 | New |
| Ironwood Financial, llc | 13 | $2.00K | 0.00% | +13 | New |
| West Branch Capital LLC | 15 | $2.00K | 0.00% | +15 | New |
| Standard Family Office LLC | 11 | $2.00K | 0.00% | +11 | New |
| Kelly Financial Services LLC | 300,907 | $2.20K | 0.09% | +298,653+13,249.9% | Added |
| Atticus Wealth Management, LLC | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 19 | $3.00K | 0.00% | +19 | New |
| GoalVest Advisory LLC | 25 | $3.00K | 0.00% | +25 | New |
| Aspire Private Capital, LLC | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 26 | $4.00K | 0.00% | +11+73.3% | Added |
| TCTC Holdings, LLC | 30 | $4.00K | 0.00% | +30 | New |
| Dark Forest Capital Management LP | 27 | $4.00K | 0.00% | +27 | New |
| Column Capital Advisors, LLC | 38 | $5.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 37 | $5.00K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 38 | $5.00K | 0.01% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 40 | $5.00K | 0.00% | +40 | New |
| Activest Wealth Management | 35 | $5.00K | 0.00% | +35 | New |
| TFC Financial Management | 46 | $6.00K | 0.00% | +2+4.5% | Added |
| TD Ameritrade Investment Management, LLC | 42 | $6.00K | 0.00% | +22+110.0% | Added |
| Jones Financial Companies LLLP | 47 | $6.00K | 0.00% | +47 | New |
| Winch Advisory Services, LLC | 51 | $7.00K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 50 | $7.00K | 0.00% | +50 | New |
| AllSquare Wealth Management LLC | 58 | $8.00K | 0.00% | +58 | New |
| Lake Point Wealth Management | 57 | $8.00K | 0.00% | +57 | New |
| Raffa Wealth Management, LLC | 60 | $8.19K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 67 | $9.00K | 0.00% | −192−74.1% | Reduced |
| Adirondack Trust Co | 65 | $9.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 66 | $9.00K | 0.00% | +55+500.0% | Added |
| Atlas Capital Advisors LLC | 69 | $9.42K | 0.00% | +19+38.0% | Added |
| Covington Capital Management | 75 | $10.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 74 | $10.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 76 | $10.0K | 0.01% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 72 | $10.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 70 | $10.0K | 0.00% | +70 | New |
| Stonebridge Financial Planning Group, LLC | 80 | $11.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 81 | $11.0K | 0.00% | +81 | New |
| Hoey Investments, Inc | 80 | $11.0K | 0.00% | +80 | New |
| Resolute Partners Group | 95 | $13.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 105 | $14.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 100 | $14.0K | 0.00% | −2−2.0% | Reduced |
| Centerpoint Advisors, LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 104 | $14.0K | 0.00% | +104 | New |
| Eagle Bay Advisors LLC | 108 | $15.0K | 0.01% | +108 | New |
| Enterprise Financial Services Corp | 115 | $16.0K | 0.00% | −20−14.8% | Reduced |
| NVWM, LLC | 123 | $17.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 126 | $17.0K | 0.00% | +12+10.5% | Added |
| Proffitt & Goodson Inc | 129 | $18.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 137 | $18.7K | 0.00% | −229−62.6% | Reduced |
| Lindbrook Capital, LLC | 142 | $19.0K | 0.00% | +4+2.9% | Added |
| Wolff Wiese Magana LLC | 142 | $19.0K | 0.01% | +17+13.6% | Added |
| Earnest Partners LLC | 148 | $20.0K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 150 | $20.0K | 0.00% | +150 | New |
| Core Wealth Advisors, Inc. | 157 | $21.0K | 0.01% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 150 | $21.0K | 0.01% | 00.0% | Unchanged |
| Motco | 161 | $22.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 167 | $23.0K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 165 | $23.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 177 | $24.2K | 0.01% | −10−5.3% | Reduced |
| Institutional & Family Asset Management, LLC | 181 | $25.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 191 | $26.0K | 0.00% | −235−55.2% | Reduced |
| Crewe Advisors LLC | 192 | $26.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 205 | $27.0K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 200 | $27.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 200 | $27.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $27.3K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 207 | $28.0K | 0.00% | +40+24.0% | Added |
| Lenox Wealth Advisors, LLC | 213 | $29.0K | 0.00% | +209+5,225.0% | Added |
| Zions Bancorporation, N.A. | 219 | $30.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 225 | $31.0K | 0.00% | +50+28.6% | Added |
| Proequities, Inc. | 237 | $32.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 239 | $33.0K | 0.01% | +98+69.5% | Added |
| Johnson Financial Group, Inc. | 250 | $34.0K | 0.00% | 00.0% | Unchanged |
| Monumental Financial Group Inc. | 250 | $34.0K | 0.03% | +250 | New |
| Gemmer Asset Management LLC | 271 | $37.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 269 | $37.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 280 | $38.0K | 0.01% | −16−5.4% | Reduced |
| Perkins Coie Trust Co | 282 | $38.0K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 277 | $38.0K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 280 | $38.0K | 0.01% | 00.0% | Unchanged |