| Trustcore Financial Services, LLC | 300 | $30.0K | 0.00% | −20−6.3% | Reduced |
| Duncker Streett & Co Inc | 300 | $30.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 300 | $29.8K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 287 | $29.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 295 | $29.0K | 0.01% | +10+3.5% | Added |
| Ten Capital Wealth Advisors, LLC | 296 | $29.0K | 0.01% | +296 | New |
| Asset Dedication, LLC | 274 | $28.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 278 | $28.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 270 | $27.0K | 0.01% | +75+38.5% | Added |
| West Paces Advisors Inc. | 266 | $26.4K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 258 | $26.0K | 0.01% | −25−8.8% | Reduced |
| Laurel Wealth Advisors LLC | 264 | $26.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 258 | $25.6K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 238 | $24.0K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 241 | $24.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 232 | $23.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 234 | $23.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 226 | $22.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 220 | $22.0K | 0.01% | +220 | New |
| United Community Bank | 215 | $21.4K | 0.02% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 216 | $21.0K | 0.15% | +216 | New |
| Front Row Advisors LLC | 196 | $20.0K | 0.01% | −60−23.4% | Reduced |
| Horan Securities, Inc. | 200 | $20.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 190 | $19.0K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 180 | $18.0K | 0.04% | 00.0% | Unchanged |
| Retirement Group, LLC | 175 | $17.0K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 175 | $17.0K | 0.02% | +43+32.6% | Added |
| Stephens Consulting, LLC | 163 | $16.2K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 160 | $16.0K | 0.22% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 161 | $16.0K | 0.06% | +1+0.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 156 | $15.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 153 | $15.0K | 0.00% | +1+0.7% | Added |
| Delos Wealth Advisors, LLC | 149 | $15.0K | 0.02% | 00.0% | Unchanged |
| Old North State Trust, LLC | 154 | $15.0K | 0.01% | +154 | New |
| Stapp Wealth Management, PLLC | 150 | $15.0K | 0.04% | +150 | New |
| Eagle Bay Advisors LLC | 138 | $14.0K | 0.01% | +100+263.2% | Added |
| FinTrust Capital Advisors, LLC | 117 | $13.0K | 0.00% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 116 | $12.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 126 | $12.0K | 0.00% | +6+5.0% | Added |
| SRS Capital Advisors, Inc. | 121 | $12.0K | 0.00% | +17+16.3% | Added |
| Bell Investment Advisors, Inc | 121 | $12.0K | 0.00% | +40+49.4% | Added |
| Burleson & Company, LLC | 107 | $11.0K | 0.00% | −30−21.9% | Reduced |
| Pacific Center for Financial Services | 112 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 111 | $11.0K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 110 | $11.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 115 | $11.0K | 0.00% | +115 | New |
| Central Bank & Trust Co | 110 | $11.0K | 0.00% | +110 | New |
| GPS Wealth Strategies Group, LLC | 110 | $11.0K | 0.00% | +110 | New |
| Endurance Wealth Management, Inc. | 104 | $10.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 96 | $10.0K | 0.00% | +96 | New |
| Abound Wealth Management | 99 | $9.88K | 0.01% | +15+17.9% | Added |
| Legend Financial Advisors, Inc. | 98 | $9.73K | 0.01% | +98 | New |
| Sugarloaf Wealth Management, LLC | 86 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 90 | $9.00K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 83 | $8.00K | 0.00% | +1+1.2% | Added |
| Rise Advisors, LLC | 84 | $8.00K | 0.01% | +1+1.2% | Added |
| Paragon Wealth Strategies, LLC | 82 | $8.00K | 0.01% | +82 | New |
| Annapolis Financial Services, LLC | 83 | $8.00K | 0.00% | +83 | New |
| BerganKDV Wealth Management, LLC | 74 | $7.00K | 0.00% | −14−15.9% | Reduced |
| Tyler-Stone Wealth Management | 70 | $7.00K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 73 | $6.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 64 | $6.00K | 0.00% | +1+1.6% | Added |
| EdgeRock Capital LLC | 61 | $6.00K | 0.00% | +61 | New |
| Lumature Wealth Partners, LLC | 55 | $5.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 46 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 44 | $4.00K | 0.00% | −1−2.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 37 | $4.00K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 42 | $4.00K | 0.00% | +42 | New |
| Cedar Wealth Management, LLC | 33 | $3.00K | 0.00% | −11−25.0% | Reduced |
| Core Alternative Capital | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 24 | $2.38K | 0.00% | +24 | New |
| JNBA Financial Advisors | 25 | $2.00K | 0.00% | −100−80.0% | Reduced |
| Surevest, LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 22 | $2.00K | 0.00% | +22 | New |
| Tucker Asset Management LLC | 16 | $1.82K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 11 | $1.13K | 0.00% | −6−35.3% | Reduced |
| Advocacy Wealth Management Services, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 13 | $1.00K | 0.00% | +10+333.3% | Added |
| HWG Holdings LP | 15 | $1.00K | 0.00% | +15 | New |
| HighMark Wealth Management LLC | 15 | $1.00K | 0.00% | +15 | New |
| CFS Investment Advisory Services, LLC | 25,627 | $0 | 0.00% | +25,627 | New |
| Sofos Investments, Inc. | 1,782 | – | – | +142+8.7% | Added |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −362,046−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −261,800−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −127,694−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −100,723−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −99,914−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −88,862−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −70,333−100.0% | Sold out |