| Alaethes Wealth LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 54 | $0 | 0.00% | +54 | New |
| GoalVest Advisory LLC | 1 | $0 | 0.00% | +1 | New |
| Curi Capital | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $233 | 0.00% | – | – |
| Old North State Trust, LLC | 1 | $313 | 0.25% | −1,339−99.9% | Reduced |
| First Command Financial Services, Inc. | 4 | $1.00K | 0.00% | −306−98.7% | Reduced |
| First Command Bank | 4 | $1.00K | 0.00% | −106−96.4% | Reduced |
| Tradewinds Capital Management, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 5 | $1.00K | 0.00% | +5 | New |
| USA Financial Portformulas Corp | 7 | $2.00K | 0.00% | −6,049−99.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 9 | $2.00K | 0.00% | −1−10.0% | Reduced |
| Strengthening Families & Communities, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Atticus Wealth Management, LLC | 9 | $2.00K | 0.00% | +9 | New |
| CNB Bank | 14 | $3.00K | 0.00% | +14 | New |
| Plante Moran Financial Advisors, LLC | 15 | $4.00K | 0.00% | −24−61.5% | Reduced |
| St. Johns Investment Management Company, LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 17 | $4.00K | 0.00% | −1−5.6% | Reduced |
| Creative Financial Designs Inc | 15 | $4.00K | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 19 | $4.43K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 25 | $5.00K | 0.00% | −3,618−99.3% | Reduced |
| Lake Point Wealth Management | 20 | $5.00K | 0.00% | −20−50.0% | Reduced |
| Center for Financial Planning, Inc. | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 27 | $6.00K | 0.00% | −50−64.9% | Reduced |
| Altshuler Shaham Ltd | 25 | $6.00K | 0.00% | −7−21.9% | Reduced |
| Prestige Wealth Management Group LLC | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 26 | $7.00K | 0.00% | −69−72.6% | Reduced |
| Crewe Advisors LLC | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 29 | $7.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 31 | $7.00K | 0.00% | +31 | New |
| Oliver Lagore Vanvalin Investment Group | 30 | $7.00K | 0.00% | +30 | New |
| Lloyd Advisory Services, LLC. | 33 | $8.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 37 | $8.63K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 40 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 41 | $9.00K | 0.01% | +1+2.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 40 | $9.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 38 | $9.00K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 42 | $10.0K | 0.00% | +42 | New |
| Washington Trust Co | 47 | $11.0K | 0.00% | −29−38.2% | Reduced |
| Hudock, Inc. | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 45 | $11.0K | 0.00% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 48 | $11.0K | 0.01% | +48 | New |
| Syverson Strege & Co | 50 | $12.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 50 | $12.0K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 50 | $12.0K | 0.00% | +5+11.1% | Added |
| JNBA Financial Advisors | 54 | $13.0K | 0.00% | −7−11.5% | Reduced |
| Ten Capital Wealth Advisors, LLC | 55 | $13.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 56 | $13.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 60 | $13.6K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 60 | $14.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 60 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 60 | $14.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 58 | $14.0K | 0.00% | +7+13.7% | Added |
| DeDora Capital, Inc. | 62 | $14.0K | 0.01% | +62 | New |
| Macroview Investment Management LLC | 64 | $15.0K | 0.02% | −16−20.0% | Reduced |
| Earnest Partners LLC | 66 | $15.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 65 | $15.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 63 | $15.0K | 0.01% | +9+16.7% | Added |
| Legacy Bridge, LLC | 70 | $16.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 69 | $16.0K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 70 | $16.3K | 0.02% | −15−17.6% | Reduced |
| SRS Capital Advisors, Inc. | 71 | $17.0K | 0.00% | −6−7.8% | Reduced |
| Institutional & Family Asset Management, LLC | 74 | $17.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 78 | $18.0K | 0.01% | +78 | New |
| Brown Brothers Harriman & Co | 83 | $19.0K | 0.00% | −87−51.2% | Reduced |
| Manchester Capital Management LLC | 80 | $19.0K | 0.00% | +5+6.7% | Added |
| Hazlett, Burt & Watson, Inc. | 80 | $19.0K | 0.02% | +80 | New |
| TCWP LLC | 87 | $20.0K | 0.00% | +87 | New |
| Ellevest, Inc. | 89 | $21.0K | 0.00% | +54+154.3% | Added |
| Aquatic Capital Management LLC | 100 | $23.0K | 0.03% | −100−50.0% | Reduced |
| TCI Wealth Advisors, Inc. | 102 | $23.0K | 0.00% | +1+1.0% | Added |
| PrairieView Partners, LLC | 100 | $23.0K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 100 | $23.0K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 98 | $23.0K | 0.01% | +1+1.0% | Added |
| Charter Oak Capital Management, LLC | 100 | $23.0K | 0.00% | +100 | New |
| Bank of New Hampshire | 97 | $23.0K | 0.01% | +97 | New |
| Washington Trust Advisors, Inc. | 103 | $24.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 101 | $24.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 106 | $25.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 107 | $25.0K | 0.00% | +1+0.9% | Added |
| Lenox Wealth Advisors, LLC | 104 | $25.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 106 | $25.0K | 0.01% | +1+1.0% | Added |
| Toth Financial Advisory Corp | 113 | $26.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 110 | $26.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 110 | $26.0K | 0.01% | +14+14.6% | Added |
| Country Trust Bank | 117 | $27.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 114 | $27.0K | 0.00% | +50+78.1% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 120 | $28.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 117 | $28.0K | 0.01% | +17+17.0% | Added |