| Alaska Permanent Fund Corp | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 10 | $0 | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1 | $68 | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 2 | $136 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 8 | $542 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $678 | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 10 | $678 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 13 | $881 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 14 | $949 | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 19 | $1.29K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19 | $1.33K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $1.36K | 0.00% | −101−83.5% | Reduced |
| Clearview Wealth Advisors LLC | 20 | $1.36K | 0.00% | +20 | New |
| FIL Ltd | 21 | $1.42K | 0.00% | +11+110.0% | Added |
| Versant Capital Management, Inc | 21 | $1.42K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 23 | $1.56K | 0.00% | −100−81.3% | Reduced |
| Earnest Partners LLC | 25 | $1.70K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 26 | $1.77K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 27 | $1.83K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 31 | $2.10K | 0.00% | +31 | New |
| Sanctuary Wealth Management, L.L.C. | 36 | $2.44K | 0.00% | +36 | New |
| North Star Investment Management Corp. | 39 | $2.64K | 0.00% | +19+95.0% | Added |
| Copeland Capital Management, LLC | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 45 | $3.06K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 50 | $3.39K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 52 | $3.53K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 52 | $3.53K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 59 | $3.98K | 0.00% | +59 | New |
| Avion Wealth | 74 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 60 | $4.07K | 0.00% | −68,949−99.9% | Reduced |
| Compass Wealth Management LLC | 64 | $4.34K | 0.00% | +64 | New |
| Duncker Streett & Co Inc | 65 | $4.41K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 67 | $4.54K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 70 | $4.75K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 70 | $4.75K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $5.56K | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 82 | $5.56K | 0.00% | +82 | New |
| Kistler-Tiffany Companies, LLC | 84 | $5.70K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 88 | $5.97K | 0.00% | +88 | New |
| PrairieView Partners, LLC | 91 | $6.00K | 0.00% | −71−43.8% | Reduced |
| Sofos Investments, Inc. | 68 | $6.20K | 0.07% | −592−89.7% | Reduced |
| PSI Advisors, LLC | 99 | $6.70K | 0.00% | −350−78.0% | Reduced |
| Peoples Financial Services Corp. | 100 | $6.78K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $6.78K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $6.78K | 0.00% | +100 | New |
| WFA of San Diego, LLC | 100 | $6.78K | 0.01% | +100 | New |
| Cornerstone Planning Group LLC | 102 | $7.19K | 0.00% | +102 | New |
| Bell Investment Advisors, Inc | 110 | $7.46K | 0.00% | +23+26.4% | Added |
| Glass Jacobson Investment Advisors llc | 113 | $7.66K | 0.00% | +113 | New |
| GHP Investment Advisors, Inc. | 117 | $7.93K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 128 | $8.68K | 0.00% | +99+341.4% | Added |
| Global Wealth Strategies & Associates | 131 | $8.88K | 0.01% | +131 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 140 | $9.49K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 140 | $9.49K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 150 | $10.0K | 0.01% | 00.0% | Unchanged |
| My Personal CFO, LLC | 157 | $10.6K | 0.01% | +157 | New |
| Prestige Wealth Management Group LLC | 164 | $11.1K | 0.00% | −52−24.1% | Reduced |
| Stuart Chaussee & Associates, Inc. | 165 | $11.2K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 174 | $11.8K | 0.00% | −224−56.3% | Reduced |
| West Oak Capital, LLC | 175 | $12.0K | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 184 | $12.5K | 0.00% | +184 | New |
| RFP Financial Group LLC | 170 | $12.8K | 0.01% | +170 | New |
| Coastal Capital Group, Inc. | 236 | $12.9K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 191 | $12.9K | 0.00% | +191 | New |
| Abound Wealth Management | 191 | $13.0K | 0.01% | −120−38.6% | Reduced |
| Front Row Advisors LLC | 190 | $13.0K | 0.01% | −58−23.4% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 192 | $13.0K | 0.01% | +57+42.2% | Added |
| Old Second National Bank of Aurora | 200 | $13.6K | 0.00% | −100−33.3% | Reduced |
| Atwood & Palmer Inc | 200 | $13.6K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 200 | $13.6K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 200 | $13.6K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 200 | $13.6K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 100 | $13.6K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 201 | $13.6K | 0.00% | −29,369−99.3% | Reduced |
| Coppell Advisory Solutions LLC | 206 | $14.0K | 0.00% | +206 | New |
| Coppell Advisory Solutions Corp. | 206 | $14.0K | 0.00% | +206 | New |
| Cambridge Trust Co | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 210 | $14.2K | 0.01% | +10+5.0% | Added |
| Sound Income Strategies, LLC | 215 | $14.6K | 0.00% | +130+152.9% | Added |
| CNB Bank | 219 | $14.8K | 0.01% | −83−27.5% | Reduced |
| SOA Wealth Advisors, LLC. | 220 | $14.9K | 0.00% | +1+0.5% | Added |
| Arcadia Investment Management Corp | 222 | $15.1K | 0.00% | +222 | New |
| Tortoise Investment Management, LLC | 228 | $15.5K | 0.00% | 00.0% | Unchanged |
| Madden Securities Corp | 230 | $15.6K | 0.01% | +230 | New |
| Schubert & Co | 236 | $16.0K | 0.01% | +23+10.8% | Added |
| Core Alternative Capital | 250 | $16.9K | 0.00% | −89−26.3% | Reduced |
| Gables Capital Management Inc. | 250 | $16.9K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 254 | $17.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 251 | $17.0K | 0.01% | +196+356.4% | Added |
| Aspire Private Capital, LLC | 256 | $17.4K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 264 | $17.9K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 280 | $19.0K | 0.04% | 00.0% | Unchanged |
| Caldwell Trust Co | 285 | $19.3K | 0.00% | +285 | New |
| Column Capital Advisors, LLC | 286 | $19.4K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 286 | $19.4K | 0.01% | +286 | New |
| Accel Wealth Management | 290 | $19.7K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 300 | $20.3K | 0.00% | 00.0% | Unchanged |