| Castleview Partners, LLC | 66,100 | $0 | 0.00% | +58,880+815.5% | Added |
| Spartan Planning & Wealth Management | 2 | $0 | 0.00% | −1,408−99.9% | Reduced |
| J.Safra Asset Management Corp | 151 | $0 | 0.00% | −70−31.7% | Reduced |
| Old North State Trust, LLC | 1 | $213 | 0.19% | 00.0% | Unchanged |
| Elequin Capital LP | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| PEAK6 Investments LLC | 6 | $1.69K | 0.00% | +6 | New |
| Davidson Capital Management Inc. | 12 | $2.00K | 0.00% | −6,616−99.8% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 15 | $2.95K | 0.00% | – | – |
| Financial Synergies Wealth Advisors, Inc. | 15 | $2.95K | 0.00% | +15 | New |
| James Investment Research Inc | 15 | $3.00K | 0.00% | −165−91.7% | Reduced |
| USA Financial Portformulas Corp | 22 | $4.00K | 0.00% | −2−8.3% | Reduced |
| PFG Private Wealth Management, LLC | 18 | $4.00K | 0.00% | −6−25.0% | Reduced |
| Bivin & Associates, Inc. | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 25 | $5.00K | 0.01% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 24 | $5.00K | 0.00% | +2+9.1% | Added |
| Carolina Wealth Advisors, LLC | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 28 | $6.00K | 0.01% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 34 | $6.70K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 37 | $7.00K | 0.00% | +31+516.7% | Added |
| FSC Wealth Advisors, LLC | 37 | $7.00K | 0.06% | +37 | New |
| C M Bidwell & Associates Ltd | 40 | $8.00K | 0.01% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 39 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 39 | $8.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 41 | $8.00K | 0.00% | +41 | New |
| Transamerica Financial Advisors, Inc. | 44 | $9.00K | 0.00% | +44 | New |
| Halpern Financial, Inc. | 54 | $10.6K | 0.00% | +54 | New |
| Your Advocates Ltd., LLP | 54 | $11.0K | 0.01% | +27+100.0% | Added |
| Norwood Financial Corp | 75 | $15.0K | 0.03% | 00.0% | Unchanged |
| Harding Loevner LP | 76 | $15.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 80 | $16.0K | 0.03% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 85 | $17.0K | 0.00% | −265−75.7% | Reduced |
| Private Ocean, LLC | 95 | $18.0K | 0.00% | −2−2.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 102 | $20.0K | 0.01% | −439−81.1% | Reduced |
| Stephenson National Bank & Trust | 101 | $20.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 101 | $20.0K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 110 | $21.0K | 0.06% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 113 | $22.0K | 0.05% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 87 | $22.0K | 0.01% | +87 | New |
| St. James Investment Advisors, LLC | 118 | $23.0K | 0.05% | +118 | New |
| Altshuler Shaham Ltd | 138 | $27.0K | 0.00% | −47−25.4% | Reduced |
| Stuart Chaussee & Associates, Inc. | 142 | $28.0K | 0.06% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 146 | $29.0K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 150 | $30.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 161 | $32.0K | 0.03% | 00.0% | Unchanged |
| Eukles Asset Management | 176 | $35.0K | 0.02% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 179 | $35.0K | 0.02% | +179 | New |
| Disciplina Capital Management LLC | 180 | $35.3K | 0.01% | +1+0.6% | Added |
| Cedar Mountain Advisors, LLC | 189 | $37.0K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 200 | $39.0K | 0.04% | −53−20.9% | Reduced |
| Atwood & Palmer Inc | 200 | $39.0K | 0.00% | −39−16.3% | Reduced |
| Essex Investment Management Co LLC | 199 | $39.0K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 200 | $39.0K | 0.04% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 203 | $40.0K | 0.00% | −482,031−100.0% | Reduced |
| Bourgeon Capital Management LLC | 206 | $41.0K | 0.01% | −25−10.8% | Reduced |
| Roble, Belko & Company, Inc | 210 | $41.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 217 | $43.0K | 0.03% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 225 | $44.0K | 0.02% | −10−4.3% | Reduced |
| Investors Asset Management of Georgia Inc | 225 | $44.0K | 0.02% | +225 | New |
| Harvest Group Wealth Management, LLC | 212 | $45.0K | 0.03% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 233 | $45.0K | 0.03% | +233 | New |
| Turim 21 Investimentos Ltda. | 240 | $47.0K | 0.04% | −87−26.6% | Reduced |
| IAG Wealth Partners, LLC | 241 | $47.0K | 0.02% | −5−2.0% | Reduced |
| Life Planning Partners, Inc | 244 | $48.0K | 0.05% | 00.0% | Unchanged |
| Investors Research Corp | 248 | $49.0K | 0.01% | +27+12.2% | Added |
| Syverson Strege & Co | 251 | $49.0K | 0.02% | +76+43.4% | Added |
| Disciplined Investments, LLC | 255 | $50.0K | 0.02% | −8−3.0% | Reduced |
| TFC Financial Management | 256 | $50.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 252 | $50.0K | 0.02% | +43+20.6% | Added |
| PSI Advisors, LLC | 276 | $54.0K | 0.03% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 268 | $54.0K | 0.01% | +152+131.0% | Added |
| Joseph P. Lucia & Associates, LLC | 284 | $56.0K | 0.04% | −44−13.4% | Reduced |
| RE Dickinson Investment Advisors, LLC | 285 | $56.0K | 0.04% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 284 | $56.0K | 0.06% | +284 | New |
| Interactive Financial Advisors | 288 | $57.0K | 0.03% | 00.0% | Unchanged |
| Estate Counselors, LLC | 298 | $58.0K | 0.01% | 00.0% | Unchanged |
| Maj Invest Holding A/S | 300 | $59.0K | 0.00% | −450−60.0% | Reduced |
| Vectors Research Management, LLC | 302 | $59.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 315 | $62.0K | 0.04% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 315 | $62.0K | 0.03% | +315 | New |
| Schubert & Co | 328 | $65.0K | 0.06% | +179+120.1% | Added |
| John W. Brooker & Co., CPAs | 340 | $67.0K | 0.04% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 340 | $67.0K | 0.02% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 341 | $67.0K | 0.06% | +341 | New |
| Banco de Sabadell, S.A | 359 | $71.0K | 0.06% | 00.0% | Unchanged |
| Clean Yield Group | 366 | $72.0K | 0.03% | −27−6.9% | Reduced |
| Evolution Advisers, Inc. | 365 | $72.0K | 0.06% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 370 | $73.0K | 0.10% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 383 | $75.0K | 0.08% | −1,096−74.1% | Reduced |
| DB Wealth Management Group, LLC | 382 | $75.0K | 0.05% | 00.0% | Unchanged |
| Gleason Group, Inc. | 378 | $75.0K | 0.03% | +1+0.3% | Added |
| Bay Harbor Wealth Management, LLC | 392 | $77.0K | 0.03% | 00.0% | Unchanged |
| FAI Wealth Management | 400 | $78.0K | 0.07% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 403 | $79.0K | 0.01% | −33−7.6% | Reduced |
| LSV Asset Management | 400 | $79.0K | 0.00% | 00.0% | Unchanged |
| Monolith Advisors | 404 | $80.0K | 0.08% | −98−19.5% | Reduced |
| Proffitt & Goodson Inc | 412 | $81.0K | 0.02% | −50−10.8% | Reduced |