| Carolina Wealth Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 80 | $28 | 0.00% | +80 | New |
| Richard W. Paul & Associates, LLC | 1 | $80 | 0.00% | +1 | New |
| State of Wyoming | 2 | $159 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5 | $411 | 0.00% | +5 | New |
| Optimum Investment Advisors | 10 | $796 | 0.00% | −250−96.2% | Reduced |
| Bellwether Advisors, LLC | 10 | $796 | 0.00% | −221−95.7% | Reduced |
| EWG Elevate Inc. | 11 | $876 | 0.00% | +11 | New |
| RE Dickinson Investment Advisors, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 15 | $1.19K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 17 | $1.35K | 0.00% | +17 | New |
| Financial Synergies Wealth Advisors, Inc. | 18 | $1.43K | 0.00% | −11−37.9% | Reduced |
| Truvestments Capital LLC | 21 | $1.67K | 0.00% | +21 | New |
| Bogart Wealth, LLC | 23 | $1.83K | 0.00% | −102−81.6% | Reduced |
| Atlas Capital Advisors LLC | 24 | $1.91K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 24 | $1.93K | 0.00% | −120−83.3% | Reduced |
| Rise Advisors, LLC | 26 | $2.06K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 29 | $2.31K | 0.00% | +29 | New |
| Burleson & Company, LLC | 32 | $2.53K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 34 | $2.71K | 0.00% | +34 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 36 | $2.89K | 0.00% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 38 | $3.00K | 0.00% | +38 | New |
| Tortoise Investment Management, LLC | 41 | $3.26K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 41 | $3.36K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 46 | $4.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 62 | $4.00K | 0.00% | +62 | New |
| Highline Wealth Partners LLC | 56 | $4.46K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 58 | $4.62K | 0.00% | +45+346.2% | Added |
| Paragon Wealth Strategies, LLC | 63 | $5.01K | 0.01% | +63 | New |
| Exchange Traded Concepts, LLC | 65 | $5.17K | 0.00% | −45−40.9% | Reduced |
| Y.D. More Investments Ltd | 70 | $5.55K | 0.00% | +70 | New |
| Barrett & Company, Inc. | 74 | $5.89K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 70 | $6.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 76 | $6.07K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 80 | $6.39K | 0.00% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 84 | $6.69K | 0.00% | +84 | New |
| ClariVest Asset Management LLC | 91 | $7.00K | 0.00% | +91 | New |
| Orion Capital Management LLC | 88 | $7.00K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 91 | $7.24K | 0.00% | +47+106.8% | Added |
| Laurel Wealth Planning LLC | 95 | $7.56K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 98 | $7.80K | 0.00% | +12+14.0% | Added |
| VitalStone Financial, LLC | 104 | $8.00K | 0.01% | +104 | New |
| St Germain D J Co Inc | 102,522 | $8.16K | 0.00% | +8,884+9.5% | Added |
| Gleason Group, Inc. | 113 | $9.00K | 0.00% | +1+0.9% | Added |
| Princeton Global Asset Management LLC | 117 | $9.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 116 | $9.23K | 0.00% | +116 | New |
| Abound Wealth Management | 119 | $9.49K | 0.00% | +35+41.7% | Added |
| Morgan Dempsey Capital Management LLC | 122 | $9.71K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 125 | $9.95K | 0.01% | −25−16.7% | Reduced |
| TSFG, LLC | 121 | $10.0K | 0.00% | +1+0.8% | Added |
| Carmichael Hill & Associates, Inc. | 140 | $11.1K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 142 | $11.3K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 145 | $11.5K | 0.00% | −45−23.7% | Reduced |
| DT Investment Partners, LLC | 148 | $11.8K | 0.00% | +148 | New |
| Atticus Wealth Management, LLC | 150 | $11.9K | 0.00% | −69−31.5% | Reduced |
| Laffer Tengler Investments | 150 | $11.9K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 150 | $12.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 163 | $13.0K | 0.00% | +140+608.7% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 160 | $13.0K | 0.11% | −160−50.0% | Reduced |
| Northwest Investment Counselors, LLC | 166 | $13.2K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 175 | $14.0K | 0.01% | +8+4.8% | Added |
| Loomis Sayles & Co L P | 191 | $15.0K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 188 | $15.0K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 190 | $15.0K | 0.01% | +190 | New |
| Creative Financial Designs Inc | 194 | $15.5K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 200 | $15.9K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $15.9K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 207 | $16.5K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 210 | $16.7K | 0.01% | +210 | New |
| Larson Financial Group LLC | 221 | $17.6K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 224 | $17.8K | 0.02% | +27+13.7% | Added |
| Hollencrest Capital Management | 229 | $18.2K | 0.00% | +229 | New |
| McElhenny Sheffield Capital Management, LLC | 236 | $18.8K | 0.01% | +236 | New |
| Pin Oak Investment Advisors Inc | 248 | $20.0K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 257 | $20.5K | 0.00% | +257 | New |
| Raffa Wealth Management, LLC | 263 | $20.9K | 0.01% | −10−3.7% | Reduced |
| Copeland Capital Management, LLC | 258 | $21.0K | 0.00% | −15,598−98.4% | Reduced |
| City State Bank | 266 | $21.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 269 | $21.4K | 0.00% | −7−2.5% | Reduced |
| Tanglewood Legacy Advisors, LLC | 270 | $21.5K | 0.02% | +270 | New |
| Heritage Wealth Advisors | 275 | $21.9K | 0.00% | +275 | New |
| Stephenson National Bank & Trust | 280 | $22.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 277 | $22.0K | 0.00% | +71+34.5% | Added |
| Financial Perspectives, Inc | 284 | $22.6K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 300 | $23.0K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 300 | $23.9K | 0.01% | +300 | New |
| New Millennium Group LLC | 306 | $24.4K | 0.03% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 322 | $25.6K | 0.01% | +322 | New |
| Tucker Asset Management LLC | 323 | $25.7K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 340 | $27.0K | 0.00% | −2,743−89.0% | Reduced |
| ICA Group Wealth Management, LLC | 340 | $27.1K | 0.01% | +340 | New |
| JNBA Financial Advisors | 344 | $27.4K | 0.00% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 350 | $27.9K | 0.04% | +350 | New |
| Lakewood Asset Management LLC | 349 | $28.0K | 0.02% | +349 | New |
| Eagle Bay Advisors LLC | 354 | $28.2K | 0.02% | +22+6.6% | Added |
| Grayhawk Investment Strategies Inc. | 362 | $28.8K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 475 | $29.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 363 | $29.0K | 0.01% | −24−6.2% | Reduced |
