| Carolina Wealth Advisors, LLC | 2 | $177 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2 | $178 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $178 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5 | $465 | 0.00% | −70−93.3% | Reduced |
| Rise Advisors, LLC | 11 | $973 | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 13 | $1.10K | 0.00% | +2+18.2% | Added |
| Register Financial Advisors LLC | 17 | $1.52K | 0.00% | +17 | New |
| True Wealth Design, LLC | 18 | $1.60K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 18 | $1.60K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 24 | $2.13K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 24 | $2.18K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 25 | $2.22K | 0.00% | +25 | New |
| Syntax Research, Inc. | 25 | $2.22K | 0.00% | +25 | New |
| RFP Financial Group LLC | 29 | $2.58K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 29 | $2.58K | 0.00% | +29 | New |
| Perkins Coie Trust Co | 30 | $2.67K | 0.00% | +30 | New |
| Magnolia Capital Management Ltd | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 37 | $3.27K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 37 | $3.29K | 0.00% | +3+8.8% | Added |
| First Personal Financial Services | 43 | $3.82K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 44 | $3.90K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 46 | $4.09K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 46 | $4.09K | 0.00% | +5+12.2% | Added |
| CarsonAllaria Wealth Management, Ltd. | 53 | $4.76K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 57 | $5.07K | 0.00% | +1+1.8% | Added |
| Caldwell Sutter Capital, Inc. | 58 | $5.16K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 58 | $5.16K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 74 | $6.58K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 75 | $6.67K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 70 | $7.00K | 0.00% | +1+1.4% | Added |
| Orion Capital Management LLC | 88 | $7.82K | 0.01% | +88 | New |
| West Branch Capital LLC | 100 | $8.89K | 0.00% | −25−20.0% | Reduced |
| VitalStone Financial, LLC | 101 | $9.00K | 0.01% | −3−2.9% | Reduced |
| Granite FO LLC | 102 | $9.07K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 103 | $9.16K | 0.00% | +9+9.6% | Added |
| Sittner & Nelson, LLC | 105 | $9.33K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 114 | $10.2K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 116 | $10.3K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 116 | $10.3K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 117 | $10.4K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 122 | $10.8K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 129 | $11.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 125 | $11.1K | 0.01% | +45+56.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 132 | $11.7K | 0.00% | −38,854−99.7% | Reduced |
| Cedar Mountain Advisors, LLC | 142 | $12.6K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 143 | $12.7K | 0.00% | +143 | New |
| DT Investment Partners, LLC | 148 | $13.2K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 150 | $13.3K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 150 | $13.3K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 151 | $13.4K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 157 | $14.0K | 0.00% | −807−83.7% | Reduced |
| Foster Dykema Cabot & Co Inc | 158 | $14.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 160 | $14.2K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 166 | $14.8K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 190 | $16.9K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 194 | $17.2K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 200 | $17.8K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 200 | $17.8K | 0.01% | +200 | New |
| Beacon Capital Management, LLC | 211 | $17.9K | 0.00% | 00.0% | Unchanged |
| City State Bank | 206 | $18.0K | 0.01% | −60−22.6% | Reduced |
| Winch Advisory Services, LLC | 203 | $18.0K | 0.01% | −35−14.7% | Reduced |
| Strengthening Families & Communities, LLC | 201 | $18.0K | 0.01% | +1+0.5% | Added |
| Cape Investment Advisory, Inc. | 207 | $18.4K | 0.01% | −307−59.7% | Reduced |
| AllSquare Wealth Management LLC | 207 | $18.4K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 210 | $18.7K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 230 | $20.5K | 0.01% | +4+1.8% | Added |
| Anchor Investment Management, LLC | 240 | $21.3K | 0.00% | −6,565−96.5% | Reduced |
| Clean Yield Group | 242 | $21.6K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 248 | $22.0K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 256 | $22.8K | 0.00% | +17+7.1% | Added |
| Copeland Capital Management, LLC | 258 | $22.9K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 258 | $22.9K | 0.00% | +258 | New |
| Raffa Wealth Management, LLC | 263 | $23.4K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 267 | $23.7K | 0.02% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 270 | $24.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 270 | $24.0K | 0.00% | +100+58.8% | Added |
| Heritage Wealth Advisors | 275 | $24.4K | 0.00% | −125−31.3% | Reduced |
| Manitou Investment Management Ltd. | 278 | $24.7K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 284 | $25.3K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 292 | $26.0K | 0.00% | +292 | New |
| GeoWealth Management, LLC | 297 | $26.0K | 0.00% | +87+41.4% | Added |
| Westside Investment Management, Inc. | 300 | $26.7K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 300 | $26.7K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 300 | $26.7K | 0.02% | 00.0% | Unchanged |
| New Millennium Group LLC | 306 | $27.2K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 307 | $27.3K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 311 | $27.6K | 0.00% | −692−69.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 321 | $28.6K | 0.01% | +321 | New |
| Eagle Bay Advisors LLC | 323 | $28.7K | 0.01% | +15+4.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 327 | $29.1K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 330 | $29.3K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 344 | $30.6K | 0.01% | −17−4.7% | Reduced |
| Capital Advisors, Ltd. LLC | 351 | $31.0K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 362 | $32.2K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 375 | $33.3K | 0.03% | 00.0% | Unchanged |
| Investors Research Corp | 379 | $33.7K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 384 | $34.0K | 0.03% | −3−0.8% | Reduced |
| Prestige Wealth Management Group LLC | 386 | $34.3K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 389 | $34.6K | 0.01% | 00.0% | Unchanged |