| J.Safra Asset Management Corp | 8 | $0 | 0.00% | +8 | New |
| Standard Family Office LLC | 25 | $1.00K | 0.00% | −878−97.2% | Reduced |
| Advocacy Wealth Management Services, LLC | 23 | $1.00K | 0.00% | −526−95.8% | Reduced |
| Dougherty Wealth Advisers LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 31 | $1.56K | 1.25% | −30,774−99.9% | Reduced |
| PFG Private Wealth Management, LLC | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $2.09K | 0.00% | – | – |
| Macroview Investment Management LLC | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 52 | $3.00K | 0.00% | +13+33.3% | Added |
| Win Advisors, Inc | 66 | $3.00K | 0.00% | +66 | New |
| Eukles Asset Management | 82 | $4.00K | 0.00% | −174−68.0% | Reduced |
| Wealthstreet Investment Advisors, LLC | 78 | $4.00K | 0.11% | 00.0% | Unchanged |
| Carroll Investors, Inc | 91 | $4.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 75 | $4.00K | 0.00% | +18+31.6% | Added |
| Halpern Financial, Inc. | 94 | $4.76K | 0.00% | −448−82.7% | Reduced |
| Investment Research & Advisory Group, Inc. | 100 | $5.00K | 0.00% | +100 | New |
| Steward Financial Group LLC | 100 | $5.00K | 0.00% | +100 | New |
| CFS Investment Advisory Services, LLC | 297,450 | $7.00K | 0.03% | +291,727+5,097.4% | Added |
| USA Financial Portformulas Corp | 135 | $7.00K | 0.01% | +11+8.9% | Added |
| Monolith Advisors | 158 | $8.00K | 0.01% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 157 | $8.00K | 0.01% | +157 | New |
| Mizuho Securities Co. Ltd. | 167 | $9.00K | 0.00% | −9−5.1% | Reduced |
| Tucker Asset Management LLC | 186 | $9.47K | 0.00% | +116+165.7% | Added |
| Lake Point Wealth Management | 205 | $10.0K | 0.00% | −100−32.8% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 200 | $10.0K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 200 | $10.0K | 0.01% | +100+100.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 205 | $10.0K | 0.00% | +133+184.7% | Added |
| Sageworth Trust Co | 207 | $11.0K | 0.00% | −208−50.1% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 214 | $11.0K | 0.01% | +2+0.9% | Added |
| Dravo Bay LLC | 220 | $11.2K | 0.01% | +220 | New |
| Fairfield Financial Advisors, LTD | 230 | $11.7K | 0.00% | +230 | New |
| Cedar Mountain Advisors, LLC | 237 | $12.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 256 | $13.0K | 0.00% | −137−34.9% | Reduced |
| Western Pacific Wealth Management, LP | 272 | $13.0K | 0.01% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 253 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 263 | $13.0K | 0.01% | +17+6.9% | Added |
| McCarthy Asset Management, Inc. | 300 | $15.0K | 0.01% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 291 | $15.0K | 0.00% | 00.0% | Unchanged |
| Siena Capital LLC | 309 | $16.0K | 0.01% | −110,631−99.7% | Reduced |
| Westchester Capital Management, Inc. | 309 | $16.0K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 319 | $16.0K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 331 | $17.0K | 0.01% | −97−22.7% | Reduced |
| HWG Holdings LP | 330 | $17.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 354 | $18.0K | 0.01% | +2+0.6% | Added |
| HighMark Wealth Management LLC | 380 | $19.0K | 0.01% | +75+24.6% | Added |
| Karlinski Andrew C | 366 | $19.0K | 0.03% | +366 | New |
| Level Financial Advisors, Inc. | 418 | $21.0K | 0.02% | +174+71.3% | Added |
| RE Dickinson Investment Advisors, LLC | 412 | $21.0K | 0.01% | +208+102.0% | Added |
| Syverson Strege & Co | 432 | $22.0K | 0.02% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 457 | $23.0K | 0.01% | +370+425.3% | Added |
| Greenwood Capital Associates LLC | 487 | $25.0K | 0.01% | −20,888−97.7% | Reduced |
| Core Wealth Advisors, Inc. | 516 | $26.0K | 0.01% | −500−49.2% | Reduced |
| Baron Financial Group, LLC | 585 | $29.8K | 0.02% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 582 | $30.0K | 0.03% | −299−33.9% | Reduced |
| Cordant, Inc. | 594 | $30.0K | 0.02% | +594 | New |
| Capital Directions Investment Advisors, LLC | 631 | $32.0K | 0.01% | +631 | New |
| Lansing Street Advisors | 650 | $35.0K | 0.02% | +650 | New |
| Harel Insurance Investments & Financial Services Ltd. | 700 | $36.0K | 0.00% | 00.0% | Unchanged |
| Conrad Siegel Investment Advisors, Inc. | 700 | $36.0K | 0.03% | +700 | New |
| Gibson Wealth Advisors LLC | 721 | $37.0K | 0.04% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 726 | $37.0K | 0.03% | +379+109.2% | Added |
| West Financial Advisors, LLC | 752 | $38.0K | 0.01% | −1−0.1% | Reduced |
| Hoese & Co LLP | 764 | $39.0K | 0.04% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 794 | $40.4K | 0.01% | 00.0% | Unchanged |
| Park Circle Co | 800 | $41.0K | 0.03% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 800 | $41.0K | 0.02% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 831 | $42.3K | 0.03% | 00.0% | Unchanged |
| Westport Asset Management Inc | 862 | $45.0K | 0.02% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 891 | $45.0K | 0.02% | +96+12.1% | Added |
| John W. Brooker & Co., CPAs | 955 | $49.0K | 0.03% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,022 | $52.0K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,062 | $54.0K | 0.00% | +1,062 | New |
| Miller Wealth Advisors, LLC | 1,096 | $56.0K | 0.04% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 1,204 | $58.0K | 0.04% | +1,204 | New |
| Iron Horse Wealth Management, LLC | 1,169 | $60.0K | 0.03% | +181+18.3% | Added |
| Financial Connections Group, Inc. | 1,199 | $61.0K | 0.06% | −250−17.3% | Reduced |
| Clearview Wealth Advisors LLC | 1,187 | $61.0K | 0.04% | −177−13.0% | Reduced |
| Operose Advisors LLC | 1,199 | $61.0K | 0.04% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 1,177 | $61.0K | 0.05% | +1,177 | New |
| Bellwether Advisors, LLC | 1,218 | $62.0K | 0.02% | 00.0% | Unchanged |
| Nauset Wealth Management. LLC | 1,214 | $62.0K | 0.05% | +1,214 | New |
| Veritas Investment Partners (UK) Ltd. | 1,240 | $63.0K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 1,250 | $63.0K | 0.04% | +757+153.5% | Added |
| Financial Enhancement Group LLC | 1,263 | $64.0K | 0.01% | −1,437−53.2% | Reduced |
| Raffa Wealth Management, LLC | 1,282 | $65.3K | 0.02% | +32+2.6% | Added |
| Life Planning Partners, Inc | 1,395 | $70.0K | 0.07% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,371 | $70.0K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,385 | $71.0K | 0.05% | +105+8.2% | Added |
| Capital Advisors, Ltd. LLC | 1,420 | $72.0K | 0.01% | +97+7.3% | Added |
| Tarbox Family Office, Inc. | 1,442 | $73.0K | 0.01% | −6,190−81.1% | Reduced |
| Curi Capital | 1,462 | $74.0K | 0.01% | +84+6.1% | Added |
| Professional Financial Advisors, LLC | 1,491 | $76.0K | 0.03% | −365−19.7% | Reduced |
| Global Trust Asset Management, LLC | 1,526 | $78.0K | 0.03% | −787−34.0% | Reduced |
| MUFG Securities EMEA plc | 1,540 | $78.0K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 1,590 | $81.0K | 0.03% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 1,586 | $81.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 1,618 | $82.0K | 0.02% | +1,618 | New |
