| Old North State Trust, LLC | 335 | $63.0K | 0.05% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 324 | $61.0K | 0.03% | +34+11.7% | Added |
| CarsonAllaria Wealth Management, Ltd. | 321 | $61.0K | 0.05% | +321 | New |
| Stonebridge Financial Planning Group, LLC | 350 | $57.0K | 0.03% | −140−28.6% | Reduced |
| Cordasco Financial Network | 305 | $57.0K | 0.04% | +15+5.2% | Added |
| Private Ocean, LLC | 303 | $57.0K | 0.01% | +100+49.3% | Added |
| Vectors Research Management, LLC | 301 | $57.0K | 0.01% | +162+116.5% | Added |
| Freedman Financial Associates, Inc. | 288 | $54.0K | 0.04% | +100+53.2% | Added |
| Annapolis Financial Services, LLC | 280 | $53.0K | 0.02% | −100−26.3% | Reduced |
| Core Alternative Capital | 275 | $52.0K | 0.01% | −224−44.9% | Reduced |
| HighMark Wealth Management LLC | 276 | $52.0K | 0.03% | 00.0% | Unchanged |
| Lee Financial Co | 271 | $51.0K | 0.01% | +46+20.4% | Added |
| Monolith Advisors | 264 | $50.0K | 0.04% | +264 | New |
| Gould Capital, LLC | 262 | $49.0K | 0.03% | +262 | New |
| Resolute Partners Group | 250 | $47.0K | 0.00% | −892−78.1% | Reduced |
| Activest Wealth Management | 238 | $45.0K | 0.03% | −158−39.9% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 407 | $45.0K | 0.03% | +407 | New |
| Cassady Schiller Wealth Management, LLC | 234 | $44.0K | 0.03% | +234 | New |
| Rosenberg Matthew Hamilton | 230 | $43.0K | 0.02% | +18+8.5% | Added |
| JJJ Advisors Inc. | 222 | $42.0K | 0.01% | −472−68.0% | Reduced |
| Ten Capital Wealth Advisors, LLC | 225 | $42.0K | 0.02% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 221 | $42.0K | 0.04% | +221 | New |
| Lumature Wealth Partners, LLC | 210 | $40.0K | 0.02% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 213 | $40.0K | 0.02% | +13+6.5% | Added |
| Contravisory Investment Management, Inc. | 208 | $39.0K | 0.01% | −32,276−99.4% | Reduced |
| TD Capital Management LLC | 202 | $38.0K | 0.00% | −3−1.5% | Reduced |
| Lipe & Dalton | 200 | $38.0K | 0.02% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 200 | $38.0K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 200 | $38.0K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 200 | $38.0K | 0.03% | +200 | New |
| Hanson & Doremus Investment Management | 195 | $37.0K | 0.01% | +100+105.3% | Added |
| Intelligent Financial Strategies | 198 | $37.0K | 0.03% | +198 | New |
| Blue Bell Private Wealth Management, LLC | 190 | $36.0K | 0.01% | +190 | New |
| Cohen & Steers, Inc. | 182 | $34.0K | 0.00% | −39−17.6% | Reduced |
| RPg Family Wealth Advisory, LLC | 175 | $33.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 170 | $32.0K | 0.01% | +114+203.6% | Added |
| Turim 21 Investimentos Ltda. | 161 | $30.0K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 160 | $30.0K | 0.01% | 00.0% | Unchanged |
| Curi Capital | 161 | $30.0K | 0.01% | +161 | New |
| Rocky Mountain Advisers, LLC | 156 | $29.0K | 0.03% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 153 | $29.0K | 0.00% | +37+31.9% | Added |
| Halpern Financial, Inc. | 150 | $28.3K | 0.01% | +150 | New |
| Founders Capital Management | 150 | $28.0K | 0.02% | −120−44.4% | Reduced |
| Addison Advisors LLC | 139 | $26.0K | 0.02% | +40+40.4% | Added |
| LFA - Lugano Financial Advisors SA | 140 | $26.0K | 0.02% | +140 | New |
| Financial Management Professionals, Inc. | 133 | $25.0K | 0.01% | −24−15.3% | Reduced |
| McCarthy Asset Management, Inc. | 131 | $25.0K | 0.02% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 130 | $25.0K | 0.02% | +130 | New |
| Crewe Advisors LLC | 127 | $24.0K | 0.00% | −16−11.2% | Reduced |
| High Net Worth Advisory Group LLC | 123 | $23.0K | 0.01% | +123 | New |
| RGT Wealth Advisors, LLC | 111 | $21.0K | 0.00% | +111 | New |
| PYA Waltman Capital, LLC | 111 | $21.0K | 0.01% | +111 | New |
| Cranbrook Wealth Management, LLC | 105 | $20.0K | 0.00% | −180−63.2% | Reduced |
| Roble, Belko & Company, Inc | 107 | $20.0K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 105 | $20.0K | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 99 | $19.0K | 0.00% | −10−9.2% | Reduced |
| Islay Capital Management, LLC | 100 | $19.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 100 | $19.0K | 0.01% | +100 | New |
| FAI Wealth Management | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 93 | $18.0K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 95 | $18.0K | 0.03% | +77+427.8% | Added |
| Baron Financial Group, LLC | 95 | $17.9K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 90 | $17.0K | 0.01% | +90 | New |
| Tortoise Investment Management, LLC | 75 | $14.0K | 0.00% | −70−48.3% | Reduced |
| CoreFirst Bank & Trust | 75 | $14.0K | 0.01% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 78 | $14.0K | 0.01% | +78 | New |
| Outfitter Financial LLC | 75 | $14.0K | 0.01% | +75 | New |
| Holloway Wealth Management, LLC | – | $13.0K | 0.00% | – | – |
| TD Ameritrade Investment Management, LLC | 67 | $13.0K | 0.00% | +32+91.4% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 61 | $12.0K | 0.00% | −197−76.4% | Reduced |
| Stuart Chaussee & Associates, Inc. | 60 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 60 | $11.0K | 0.01% | +60 | New |
| Advanced Research Investment Solutions, LLC | 55 | $10.0K | 0.00% | +30+120.0% | Added |
| Karlinski Andrew C | 49 | $9.00K | 0.02% | +49 | New |
| Navigation Wealth Management, Inc. | 43 | $8.00K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 38 | $7.17K | 0.00% | +10+35.7% | Added |
| Leelyn Smith, LLC | 38 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tevis Investment Management | 38 | $7.00K | 0.01% | +38 | New |
| Advocacy Wealth Management Services, LLC | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rinkey Investments | 35 | $6.00K | 0.01% | +35 | New |
| Tucker Asset Management LLC | 30 | $5.76K | 0.00% | +30 | New |
| Spectrum Management Group, LLC | 27 | $5.00K | 0.00% | −736−96.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 28 | $5.00K | 0.00% | −88−75.9% | Reduced |
| Corsicana & Co. | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 25 | $5.00K | 0.00% | +25 | New |
| Robbins Farley LLC | 25 | $5.00K | 0.00% | +25 | New |
| Kenfarb & Co. | 25 | $5.00K | 0.00% | +25 | New |
| Raleigh Capital Management Inc. | 25 | $5.00K | 0.01% | +25 | New |
| PFS Partners, LLC | 24 | $4.53K | 0.00% | +24 | New |
| Longfellow Investment Management Co LLC | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Econ Financial Services Corp | 19 | $4.00K | 0.00% | +19 | New |
| Life Planning Partners, Inc | 23 | $4.00K | 0.00% | +23 | New |
| Crescent Capital Consulting, LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 16 | $3.00K | 0.00% | +16 | New |
| Western Pacific Wealth Management, LP | 17 | $3.00K | 0.00% | +17 | New |
| Leverty Financial Group, LLC | 20 | $3.00K | 0.00% | +20 | New |
| James Reed Financial Services, Inc. | 20 | $3.00K | 0.00% | +20 | New |
| HBC Financial Services, PLLC | 15 | $2.00K | 0.00% | −250−94.3% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
