| Bollard Group LLC | 2 | $0 | 0.00% | −208,694−100.0% | Reduced |
| USA Financial Portformulas Corp | 1 | $0 | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 2 | $286 | 0.26% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 4 | $1.00K | 0.00% | −9−69.2% | Reduced |
| Financial Enhancement Group LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Insight Inv LLC | 5 | $1.00K | 0.00% | +5 | New |
| Horizons Wealth Management | 6 | $1.00K | 0.00% | +6 | New |
| Penserra Capital Management LLC | 16 | $2.00K | 0.00% | −102−86.4% | Reduced |
| Insight Financial Services | 15 | $2.00K | 0.01% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 27 | $4.00K | 0.00% | +27 | New |
| Legacy CG, LLC | 25 | $4.00K | 0.00% | +25 | New |
| Bay Harbor Wealth Management, LLC | 30 | $5.00K | 0.00% | −143−82.7% | Reduced |
| Corsicana & Co. | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 32 | $5.00K | 0.00% | +32 | New |
| WestEnd Advisors, LLC | 33 | $5.32K | 0.00% | – | – |
| Clean Yield Group | 40 | $6.00K | 0.00% | −6−13.0% | Reduced |
| America First Investment Advisors, LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 40 | $6.00K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 37 | $6.00K | 0.00% | +10+37.0% | Added |
| Cardinal Capital Management, Inc. | 38 | $6.00K | 0.00% | +38 | New |
| Beacon Capital Management, Inc. | 40 | $6.00K | 0.00% | +40 | New |
| Raleigh Capital Management Inc. | 43 | $7.00K | 0.00% | −515−92.3% | Reduced |
| Cypress Capital Management LLC (WY) | 46 | $7.00K | 0.01% | −110−70.5% | Reduced |
| Syverson Strege & Co | 45 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 45 | $7.00K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 49 | $8.00K | 0.00% | −626−92.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 52 | $8.00K | 0.00% | −434−89.3% | Reduced |
| Regency Capital Management Inc. | 47 | $8.00K | 0.01% | 00.0% | Unchanged |
| Concorde Financial Corp | 50 | $8.00K | 0.01% | +50 | New |
| Core Wealth Advisors, Inc. | 65 | $10.0K | 0.01% | −469−87.8% | Reduced |
| Goodman Advisory Group, LLC | 59 | $10.0K | 0.00% | +59 | New |
| CarsonAllaria Wealth Management, Ltd. | 67 | $11.0K | 0.01% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 67 | $11.0K | 0.00% | +16+31.4% | Added |
| West Oak Capital, LLC | 75 | $12.0K | 0.01% | −2,570−97.2% | Reduced |
| Rise Advisors, LLC | 74 | $12.0K | 0.01% | −8−9.8% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 76 | $12.0K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 80 | $12.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 74 | $12.0K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 93 | $15.0K | 0.01% | −8−7.9% | Reduced |
| Lumature Wealth Partners, LLC | 92 | $15.0K | 0.01% | −3,440−97.4% | Reduced |
| Ogorek Anthony Joseph | 104 | $16.0K | 0.01% | −99−48.8% | Reduced |
| Tfo-TDC, LLC | 100 | $16.0K | 0.00% | −101−50.2% | Reduced |
| Worth Asset Management, LLC | 100 | $16.0K | 0.01% | −22−18.0% | Reduced |
| DB Wealth Management Group, LLC | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| Repertoire Partners LP | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| Siena Capital LLC | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| Tevis Investment Management | 101 | $16.0K | 0.02% | +50+98.0% | Added |
| Founders Capital Management | 101 | $16.0K | 0.01% | +101 | New |
| Cowen Prime Advisors LLC | 100 | $16.0K | 0.01% | +100 | New |
| Family CFO Inc | 100 | $16.1K | 0.02% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 111 | $17.0K | 0.01% | +1+0.9% | Added |
| Carolina Wealth Advisors, LLC | 113 | $18.0K | 0.01% | 00.0% | Unchanged |
| Karlinski Andrew C | 109 | $18.0K | 0.03% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 120 | $19.0K | 0.01% | −23,238−99.5% | Reduced |
| RWM Asset Management, LLC | 121 | $20.0K | 0.00% | −1,447−92.3% | Reduced |
| Darrow Company, Inc. | 133 | $21.0K | 0.02% | +133 | New |
| Albion Financial Group | 137 | $22.0K | 0.00% | −2,429−94.7% | Reduced |
| Tradewinds Capital Management, LLC | 140 | $23.0K | 0.01% | −2,901−95.4% | Reduced |
| NewSquare Capital LLC | 143 | $23.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 145 | $23.0K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 143 | $23.0K | 0.03% | 00.0% | Unchanged |
| Savior LLC | 151 | $24.0K | 0.02% | −300−66.5% | Reduced |
| Advocacy Wealth Management Services, LLC | 151 | $24.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 151 | $24.0K | 0.01% | +28+22.8% | Added |
| Avondale Wealth Management | 150 | $24.0K | 0.03% | +150 | New |
| Stuart Chaussee & Associates, Inc. | 160 | $26.0K | 0.06% | −63−28.3% | Reduced |
| Urban Wealth Management, LLC | 164 | $26.0K | 0.09% | +164 | New |
| Horan Securities, Inc. | 164 | $27.0K | 0.02% | +5+3.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 174 | $28.0K | 0.00% | −30−14.7% | Reduced |
| Maryland Capital Advisors Inc. | 172 | $28.0K | 0.03% | 00.0% | Unchanged |
| PFS Partners, LLC | 184 | $29.7K | 0.03% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 144 | $30.0K | 0.01% | +144 | New |
| Financial Synergies Wealth Advisors, Inc. | 188 | $30.3K | 0.00% | +188 | New |
| Morgan Dempsey Capital Management LLC | 200 | $32.0K | 0.01% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 200 | $32.0K | 0.02% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 199 | $32.0K | 0.03% | 00.0% | Unchanged |
| Lansing Street Advisors | 204 | $33.0K | 0.03% | 00.0% | Unchanged |
| Accel Wealth Management | 199 | $33.0K | 0.02% | +14+7.6% | Added |
| New Millennium Group LLC | 202 | $33.0K | 0.03% | +202 | New |
| Partners Capital Investment Group, LLP | 242 | $39.0K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 250 | $40.0K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 252 | $41.0K | 0.02% | +26+11.5% | Added |
| Hallmark Capital Management Inc | 263 | $42.0K | 0.00% | +263 | New |
| Stephens Consulting, LLC | 264 | $42.6K | 0.03% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 270 | $44.0K | 0.05% | −30−10.0% | Reduced |
| Estate Counselors, LLC | 275 | $44.0K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 284 | $45.8K | 0.01% | +95+50.3% | Added |
| Sugarloaf Wealth Management, LLC | 289 | $47.0K | 0.01% | +289 | New |
| Hall Laurie J Trustee | 300 | $48.0K | 0.02% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 300 | $48.0K | 0.01% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 300 | $48.0K | 0.01% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 295 | $48.0K | 0.03% | +295 | New |
