| Old North State Trust, LLC | 2 | $334 | 0.27% | −1,374−99.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 5 | $1.00K | 0.04% | +1+25.0% | Added |
| Lowe Wealth Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carroll Investors, Inc | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 15 | $2.00K | 0.00% | −300−95.2% | Reduced |
| Curi Capital | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wealthstreet Investment Advisors, LLC | 13 | $2.00K | 0.05% | 00.0% | Unchanged |
| Caption Management, LLC | 22 | $3.00K | 0.00% | +22 | New |
| RE Dickinson Investment Advisors, LLC | 30 | $4.00K | 0.00% | +30 | New |
| Win Advisors, Inc | 24 | $4.00K | 0.00% | +24 | New |
| Credential Qtrade Securities Inc. | 34 | $5.06K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 39 | $5.84K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 40 | $6.00K | 0.00% | +40 | New |
| Financial Management Professionals, Inc. | 49 | $7.00K | 0.00% | −837−94.5% | Reduced |
| Gs Investments, Inc. | 50 | $7.00K | 0.00% | −10−16.7% | Reduced |
| Cordasco Financial Network | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 52 | $7.00K | 0.00% | 00.0% | Unchanged |
| De Burlo Group Inc | 50 | $7.44K | 0.00% | +50 | New |
| CFS Investment Advisory Services, LLC | 1,324,139 | $9.00K | 0.04% | +1,316,253+16,691.0% | Added |
| HBC Financial Services, PLLC | 61 | $9.00K | 0.01% | +1+1.7% | Added |
| Advanced Research Investment Solutions, LLC | 70 | $10.0K | 0.00% | +70 | New |
| Burleson & Company, LLC | 75 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 76 | $11.0K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 75 | $11.0K | 0.01% | 00.0% | Unchanged |
| Gould Capital, LLC | 71 | $11.0K | 0.01% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 75 | $11.2K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 79 | $11.8K | 0.00% | +6+8.2% | Added |
| Knuff & Co LLC | 80 | $12.0K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 90 | $13.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 96 | $14.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 93 | $14.0K | 0.01% | +33+55.0% | Added |
| Dravo Bay LLC | 100 | $14.9K | 0.01% | +100 | New |
| Atticus Wealth Management, LLC | 103 | $15.0K | 0.01% | −100−49.3% | Reduced |
| Future Financial Wealth Managment LLC | 100 | $15.0K | 0.01% | −27−21.3% | Reduced |
| AllSquare Wealth Management LLC | 100 | $15.0K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 100 | $15.0K | 0.01% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 100 | $15.0K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 100 | $15.0K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 100 | $15.0K | 0.00% | +50+100.0% | Added |
| America First Investment Advisors, LLC | 106 | $16.0K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 113 | $16.8K | 0.01% | +1+0.9% | Added |
| Savior LLC | 111 | $17.0K | 0.01% | −678−85.9% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 117 | $17.0K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 115 | $17.0K | 0.01% | 00.0% | Unchanged |
| Cordant, Inc. | 111 | $17.0K | 0.01% | +111 | New |
| LFA - Lugano Financial Advisors SA | 127 | $18.0K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 125 | $18.0K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 121 | $18.0K | 0.01% | +5+4.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 119 | $18.0K | 0.02% | +2+1.7% | Added |
| Dark Forest Capital Management LP | 125 | $18.0K | 0.00% | +85+212.5% | Added |
| Antonetti Capital Management LLC | 130 | $19.0K | 0.02% | −531−80.3% | Reduced |
| Westside Investment Management, Inc. | 130 | $19.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 130 | $19.0K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 126 | $19.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 126 | $19.0K | 0.00% | +20+18.9% | Added |
| West Paces Advisors Inc. | 136 | $20.2K | 0.01% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 140 | $21.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 152 | $22.0K | 0.00% | −52−25.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 150 | $22.0K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 158 | $23.0K | 0.02% | 00.0% | Unchanged |
| Retirement Group, LLC | 157 | $23.0K | 0.01% | +12+8.3% | Added |
| Baystate Wealth Management LLC | 162 | $24.0K | 0.00% | −767−82.6% | Reduced |
| Pin Oak Investment Advisors Inc | 161 | $24.0K | 0.03% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 159 | $24.0K | 0.00% | 00.0% | Unchanged |
| Nauset Wealth Management. LLC | 160 | $24.0K | 0.02% | +160 | New |
| Cedar Wealth Management, LLC | 167 | $25.0K | 0.01% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 170 | $25.0K | 0.02% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 167 | $25.0K | 0.02% | +1+0.6% | Added |
| DB Fitzpatrick & Co, Inc | 165 | $25.0K | 0.02% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 175 | $26.0K | 0.02% | −4−2.2% | Reduced |
| Halpern Financial, Inc. | 181 | $26.9K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 182 | $27.0K | 0.01% | −7−3.7% | Reduced |
| Avion Wealth | 183 | $27.0K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 183 | $27.0K | 0.04% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 187 | $28.0K | 0.01% | −294−61.1% | Reduced |
| Newton One Investments LLC | 187 | $28.0K | 0.02% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 201 | $29.0K | 0.02% | +1+0.5% | Added |
| Lake Point Wealth Management | 192 | $29.0K | 0.01% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 195 | $29.0K | 0.01% | +40+25.8% | Added |
| Bellevue Asset Management, LLC | 193 | $29.0K | 0.02% | +50+35.0% | Added |
| American State Bank (Iowa) | 200 | $29.8K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 200 | $30.0K | 0.01% | −300−60.0% | Reduced |
| Park Circle Co | 200 | $30.0K | 0.03% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 200 | $30.0K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 200 | $30.0K | 0.05% | −2−1.0% | Reduced |
| Cascade Investment Advisors, Inc. | 202 | $30.1K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 205 | $31.0K | 0.01% | −10−4.7% | Reduced |
| Baron Financial Group, LLC | 215 | $32.0K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 233 | $34.0K | 0.02% | 00.0% | Unchanged |
| First Quadrant L P | 231 | $34.0K | 0.19% | +231 | New |
| US Asset Management LLC | 229 | $34.0K | 0.03% | +229 | New |
| Professional Financial Advisors, LLC | 236 | $35.0K | 0.02% | +10+4.4% | Added |
| Paladin Advisory Group, LLC | 238 | $35.0K | 0.03% | +238 | New |
| Aua Capital Management, LLC | 255 | $38.0K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 253 | $38.0K | 0.03% | 00.0% | Unchanged |
| Earnest Partners LLC | 260 | $39.0K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 269 | $40.0K | 0.03% | 00.0% | Unchanged |
| Field & Main Bank | 275 | $41.0K | 0.02% | −450−62.1% | Reduced |