| Godsey & Gibb Associates | 1 | $0 | 0.00% | +1 | New |
| J.Safra Asset Management Corp | 191 | $0 | 0.00% | +191 | New |
| Old North State Trust, LLC | 3 | $835 | 0.67% | −2,579−99.9% | Reduced |
| Horrell Capital Management, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 557,180 | $2.00K | 0.01% | +555,074+26,356.8% | Added |
| Guardian Wealth Management, Inc. | 7 | $2.00K | 0.00% | +3+75.0% | Added |
| Foresight Capital Management Advisors, Inc. | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 16 | $4.00K | 0.00% | +16 | New |
| St. Johns Investment Management Company, LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Avondale Wealth Management | 20 | $5.00K | 0.01% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 18 | $5.00K | 0.00% | +18 | New |
| Ravenstone Capital Management Inc. | 20 | $5.46K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 25 | $7.00K | 0.01% | −447−94.7% | Reduced |
| Advanced Research Investment Solutions, LLC | 25 | $7.00K | 0.00% | −75−75.0% | Reduced |
| Lowe Wealth Advisors, LLC | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 29 | $8.00K | 0.01% | −10,087−99.7% | Reduced |
| Horan Securities, Inc. | 30 | $8.00K | 0.00% | +22+275.0% | Added |
| Sofos Investments, Inc. | 1,092 | $9.00K | 0.00% | −84−7.1% | Reduced |
| Longfellow Investment Management Co LLC | 32 | $9.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 38 | $10.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 40 | $11.0K | 0.00% | −168−80.8% | Reduced |
| Econ Financial Services Corp | 40 | $11.0K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 40 | $11.0K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 40 | $11.0K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 44 | $12.0K | 0.00% | +4+10.0% | Added |
| O'Dell Group, LLC | 52 | $14.0K | 0.00% | +2+4.0% | Added |
| Family CFO Inc | 50 | $14.0K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 53 | $14.0K | 0.01% | +20+60.6% | Added |
| Professional Financial Advisors, LLC | 56 | $15.0K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 54 | $15.0K | 0.01% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 54 | $15.0K | 0.01% | +15+38.5% | Added |
| Schubert & Co | 59 | $16.0K | 0.02% | −2−3.3% | Reduced |
| Financial Connections Group, Inc. | 62 | $16.0K | 0.02% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 62 | $17.0K | 0.01% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 72 | $20.0K | 0.03% | −3,286−97.9% | Reduced |
| Hoese & Co LLP | 72 | $20.0K | 0.02% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 76 | $21.0K | 0.02% | +76 | New |
| Dravo Bay LLC | 83 | $22.6K | 0.02% | +83 | New |
| Annapolis Financial Services, LLC | 89 | $25.0K | 0.01% | +28+45.9% | Added |
| Emerson Wealth Management, LLC | 100 | $27.0K | 0.01% | +100 | New |
| Roble, Belko & Company, Inc | 104 | $28.0K | 0.01% | +88+550.0% | Added |
| Clear Perspectives Financial Planning, LLC | 101 | $28.0K | 0.01% | +101 | New |
| Founders Capital Management | 100 | $29.0K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 116 | $31.7K | 0.03% | −88−43.1% | Reduced |
| Wulff, Hansen & Co. | 1,142 | $32.0K | 0.03% | −1,696−59.8% | Reduced |
| Claremont Financial Group, Inc. | 132 | $32.0K | 0.14% | +132 | New |
| Raleigh Capital Management Inc. | 123 | $33.0K | 0.02% | −42−25.5% | Reduced |
| First Personal Financial Services | 120 | $33.0K | 0.01% | −20−14.3% | Reduced |
| Capital Directions Investment Advisors, LLC | 125 | $34.0K | 0.01% | +125 | New |
| Proffitt & Goodson Inc | 128 | $35.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 130 | $35.0K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 129 | $35.0K | 0.01% | +9+7.5% | Added |
| HBC Financial Services, PLLC | 200 | $37.0K | 0.03% | 00.0% | Unchanged |
| Insight Financial Services | 140 | $38.0K | 0.04% | +12+9.4% | Added |
| Pin Oak Investment Advisors Inc | 140 | $38.0K | 0.04% | +102+268.4% | Added |
| Baldrige Asset Management LLC | 148 | $40.0K | 0.02% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 160 | $44.0K | 0.02% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 168 | $45.0K | 0.04% | +168 | New |
| Costello Asset Management, INC | 170 | $46.0K | 0.03% | +40+30.8% | Added |
| Westchester Capital Management, Inc. | 176 | $48.0K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 178 | $49.0K | 0.07% | −6−3.3% | Reduced |
| Savior LLC | 180 | $50.0K | 0.04% | 00.0% | Unchanged |
| Cordant, Inc. | 184 | $51.0K | 0.03% | +116+170.6% | Added |
| Avion Wealth | 195 | $53.0K | 0.02% | +100+105.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 199 | $54.0K | 0.05% | −69−25.7% | Reduced |
| Disciplined Investments, LLC | 198 | $54.0K | 0.02% | +113+132.9% | Added |
| Mach-1 Financial Group, Inc. | 200 | $54.0K | 0.04% | +156+354.5% | Added |
| United Community Bank | 200 | $54.6K | 0.05% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 205 | $56.0K | 0.05% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 204 | $56.0K | 0.02% | +56+37.8% | Added |
| Steward Financial Group LLC | 207 | $56.0K | 0.05% | +207 | New |
| PrairieView Partners, LLC | 225 | $61.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 225 | $61.0K | 0.02% | +136+152.8% | Added |
| Gould Capital, LLC | 228 | $62.0K | 0.04% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 232 | $63.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 235 | $64.0K | 0.01% | +27+13.0% | Added |
| NuWave Investment Management, LLC | 238 | $65.0K | 0.09% | −2,008−89.4% | Reduced |
| Providence Capital Advisors, LLC | 240 | $65.0K | 0.02% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 238 | $65.0K | 0.01% | +29+13.9% | Added |
| AlphaMark Advisors, LLC | 246 | $67.0K | 0.02% | +18+7.9% | Added |
| Versant Capital Management, Inc | 256 | $70.0K | 0.02% | −12−4.5% | Reduced |
| Pacifica Partners Inc. | 294 | $71.0K | 0.05% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 277 | $76.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 294 | $80.0K | 0.02% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 300 | $82.0K | 0.01% | +170+130.8% | Added |
| Peconic Partners LLC | 300 | $82.0K | 0.01% | +300 | New |
| Ellis Investment Partners, LLC | 306 | $83.0K | 0.02% | +30+10.9% | Added |
| Intelligent Financial Strategies | 320 | $87.0K | 0.08% | −320−50.0% | Reduced |
| Worth Asset Management, LLC | 552 | $89.0K | 0.06% | +552 | New |
| GW&K Investment Management, LLC | 340 | $93.0K | 0.00% | +340 | New |
| TD Ameritrade Investment Management, LLC | 343 | $94.0K | 0.00% | −80−18.9% | Reduced |
| Rise Advisors, LLC | 358 | $98.0K | 0.09% | −55−13.3% | Reduced |
| CoreFirst Bank & Trust | 368 | $100.0K | 0.07% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 373 | $102.0K | 0.06% | 00.0% | Unchanged |
| Karlinski Andrew C | 382 | $104.0K | 0.19% | −3−0.8% | Reduced |
| First PREMIER Bank | 400 | $109.0K | 0.03% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 400 | $109.0K | 0.04% | +80+25.0% | Added |
| Aquatic Capital Management LLC | 400 | $109.0K | 0.16% | +400 | New |
| Cornerstone Management, Inc. | 400 | $109.1K | 0.03% | +400 | New |
| Blume Capital Management, Inc. | 402 | $110.0K | 0.04% | 00.0% | Unchanged |
