| Healthcare of Ontario Pension Plan Trust Fund | 1 | $182 | 0.00% | −278,000−100.0% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 1 | $183 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 2 | $364 | 0.00% | −10−83.3% | Reduced |
| Quest Partners LLC | 5 | $911 | 0.00% | +4+400.0% | Added |
| Abich Financial Wealth Management LLC | 8 | $1.46K | 0.00% | −649−98.8% | Reduced |
| PFG Private Wealth Management, LLC | 12 | $2.19K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 13 | $2.20K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 20 | $3.64K | 0.00% | −6,209−99.7% | Reduced |
| Global Assets Advisory, LLC | 873,418 | $4.83K | 0.22% | +873,418 | New |
| Granite FO LLC | 27 | $5.28K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 29 | $5.28K | 0.00% | +29 | New |
| Koesten, Hirschmann & Crabtree, INC. | 30 | $5.38K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 33 | $6.02K | 0.00% | +1+3.1% | Added |
| Robinswood Financial LLC | 36 | $6.51K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 36 | $6.56K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 37 | $6.74K | 0.34% | −8−17.8% | Reduced |
| Red Tortoise LLC | 38 | $6.92K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 40 | $7.28K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 40 | $7.29K | 0.00% | +40 | New |
| Horizons Wealth Management | 52 | $8.06K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 47 | $8.44K | 0.00% | +1+2.2% | Added |
| HighMark Wealth Management LLC | 52 | $9.47K | 0.01% | +22+73.3% | Added |
| TD Capital Management LLC | 54 | $9.75K | 0.00% | +1+1.9% | Added |
| EnRich Financial Partners LLC | 56 | $10.2K | 0.00% | +56 | New |
| WestEnd Advisors, LLC | 61 | $11.0K | 0.00% | −452−88.1% | Reduced |
| Breakwater Investment Management | 65 | $11.8K | 0.01% | +65 | New |
| Highline Wealth Partners LLC | 69 | $12.6K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 72 | $13.1K | 0.01% | +45+166.7% | Added |
| Fairman Group, LLC | 76 | $13.8K | 0.01% | −420−84.7% | Reduced |
| Distillate Capital Partners LLC | 80 | $14.6K | 2.45% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 84 | $15.3K | 0.01% | 00.0% | Unchanged |
| Studio Investment Management LLC | 85 | $15.5K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 85 | $15.5K | 0.01% | +85 | New |
| Caitlin John, LLC | 91 | $16.5K | 0.01% | −3−3.2% | Reduced |
| Delos Wealth Advisors, LLC | 94 | $17.2K | 0.02% | +83+754.5% | Added |
| Wiser Advisor Group LLC | 95 | $17.4K | 0.03% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 100 | $18.2K | 0.01% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 100 | $18.2K | 0.01% | +100 | New |
| Financial Freedom, LLC | 106 | $19.3K | 0.01% | +1+1.0% | Added |
| PrairieView Partners, LLC | 108 | $20.0K | 0.00% | +6+5.9% | Added |
| Gleason Group, Inc. | 117 | $21.3K | 0.00% | +1+0.9% | Added |
| CarsonAllaria Wealth Management, Ltd. | 127 | $23.2K | 0.01% | +1+0.8% | Added |
| JCIC Asset Management Inc. | 131 | $23.9K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 133 | $24.2K | 0.01% | +1+0.8% | Added |
| Penserra Capital Management LLC | 144 | $26.0K | 0.00% | −8,025−98.2% | Reduced |
| Ulland Investment Advisors, LLC | 150 | $27.0K | 0.02% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 153 | $27.9K | 0.01% | −74−32.6% | Reduced |
| Mma Asset Management LLC | 164 | $29.9K | 0.01% | +164 | New |
| Cherry Tree Wealth Management, LLC | 168 | $30.6K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 172 | $31.4K | 0.03% | +2+1.2% | Added |
| Bradley & Co. Private Wealth Management, LLC | 177 | $32.2K | 0.03% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 186 | $33.9K | 0.01% | −35−15.8% | Reduced |
| Halpern Financial, Inc. | 200 | $35.5K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 198 | $36.1K | 0.03% | +30+17.9% | Added |
| MidAtlantic Capital Management, Inc. | 200 | $36.4K | 0.03% | 00.0% | Unchanged |
| Insight Financial Services | 200 | $36.4K | 0.03% | +200 | New |
| Redmont Wealth Advisors LLC | 201 | $36.6K | 0.05% | +201 | New |
| POM Investment Strategies, LLC | 207 | $37.7K | 0.03% | +1+0.5% | Added |
| Intelligent Financial Strategies | 212 | $38.6K | 0.02% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 226 | $41.0K | 0.04% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 227 | $41.4K | 0.03% | −45−16.5% | Reduced |
| Valued Wealth Advisors LLC | 228 | $41.6K | 0.03% | +120+111.1% | Added |
| VitalStone Financial, LLC | 232 | $42.0K | 0.03% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 240 | $43.7K | 0.03% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 243 | $44.3K | 0.01% | +7+3.0% | Added |
| Dogwood Wealth Management LLC | 244 | $44.4K | 0.03% | +2+0.8% | Added |
| First Pacific Financial | 244 | $44.4K | 0.01% | +44+22.0% | Added |
| Cedar Mountain Advisors, LLC | 246 | $44.8K | 0.01% | +2+0.8% | Added |
| Clear Investment Research, LLC | 251 | $45.7K | 0.06% | −59−19.0% | Reduced |
| WealthCollab, LLC | 257 | $46.8K | 0.03% | +11+4.5% | Added |
| Stone House Investment Management, LLC | 277 | $50.5K | 0.01% | +191+222.1% | Added |
| J.Safra Asset Management Corp | 281 | $51.2K | 0.01% | −742−72.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 285 | $52.0K | 0.01% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 287 | $52.3K | 0.04% | 00.0% | Unchanged |
| Aspect Partners, LLC | 287 | $52.3K | 0.04% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 292 | $53.2K | 0.01% | +5+1.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 294 | $53.5K | 0.01% | −20−6.4% | Reduced |
| Maryland Capital Advisors Inc. | 300 | $54.6K | 0.03% | 00.0% | Unchanged |
| Avion Wealth | 299 | $55.0K | 0.01% | −313−51.1% | Reduced |
| Horrell Capital Management, Inc. | 300 | $55.0K | 0.02% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 320 | $58.3K | 0.02% | +320 | New |
| HBC Financial Services, PLLC | 369 | $59.0K | 0.04% | +1+0.3% | Added |
| Transcendent Capital Group LLC | 330 | $60.1K | 0.03% | 00.0% | Unchanged |
| Naples Money Management LLC | 345 | $62.8K | 0.06% | +4+1.2% | Added |
| Goodman Advisory Group, LLC | 347 | $63.2K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 348 | $63.4K | 0.04% | +63+22.1% | Added |
| Islay Capital Management, LLC | 350 | $63.7K | 0.05% | 00.0% | Unchanged |
| Tidemark, LLC | 357 | $65.1K | 0.04% | −236−39.8% | Reduced |
| Y.D. More Investments Ltd | 370 | $67.4K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 374 | $68.1K | 0.01% | −22−5.6% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 386 | $70.3K | 0.01% | +247+177.7% | Added |
| Semmax Financial Advisors Inc. | 443 | $72.1K | 0.02% | −78−15.0% | Reduced |
| New England Capital Financial Advisors LLC | 398 | $72.5K | 0.04% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 400 | $73.0K | 0.05% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 407 | $74.1K | 0.02% | −901−68.9% | Reduced |
| True Wealth Design, LLC | 411 | $74.8K | 0.02% | +173+72.7% | Added |
| Global Wealth Strategies & Associates | 418 | $76.1K | 0.03% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 421 | $76.7K | 0.09% | −43−9.3% | Reduced |
| Ruedi Wealth Management, Inc. | 440 | $80.2K | 0.03% | +1+0.2% | Added |
| Hoese & Co LLP | 463 | $81.5K | 0.07% | −16−3.3% | Reduced |
