| Healthcare of Ontario Pension Plan Trust Fund | 1 | $209 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $209 | 0.00% | +1 | New |
| TD Capital Management LLC | 2 | $417 | 0.00% | +2 | New |
| Riggs Asset Managment Co. Inc. | 3 | $626 | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 4 | $784 | 0.00% | +4 | New |
| Tfo-TDC, LLC | 4 | $834 | 0.00% | −20−83.3% | Reduced |
| NVWM, LLC | 4 | $834 | 0.00% | +4 | New |
| West Paces Advisors Inc. | 4 | $834 | 0.00% | +4 | New |
| Sachetta, LLC | 5 | $835 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 5 | $1.04K | 0.00% | −27−84.4% | Reduced |
| Wolff Wiese Magana LLC | 5 | $1.04K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 8 | $1.67K | 0.00% | −225−96.6% | Reduced |
| Atticus Wealth Management, LLC | 8 | $1.67K | 0.00% | −2−20.0% | Reduced |
| Jones Financial Companies LLLP | 9 | $1.88K | 0.00% | +9 | New |
| True Wealth Design, LLC | 10 | $2.09K | 0.00% | +4+66.7% | Added |
| Toth Financial Advisory Corp | 10 | $2.09K | 0.00% | +10 | New |
| Institutional & Family Asset Management, LLC | 13 | $2.71K | 0.00% | +13 | New |
| Zions Bancorporation, N.A. | 15 | $3.13K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 15 | $3.13K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 18 | $3.75K | 0.00% | −47−72.3% | Reduced |
| Retirement Group, LLC | 19 | $3.96K | 0.00% | −2−9.5% | Reduced |
| Altshuler Shaham Ltd | 19 | $3.96K | 0.00% | +19 | New |
| Macroview Investment Management LLC | 19 | $3.96K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 21 | $4.00K | 0.00% | +1+5.0% | Added |
| Wetzel Investment Advisors, Inc. | 24 | $4.38K | 0.00% | −6−20.0% | Reduced |
| Harbor Investment Advisory, LLC | 21 | $4.38K | 0.00% | +21 | New |
| Sittner & Nelson, LLC | 24 | $5.00K | 0.00% | +24 | New |
| Crewe Advisors LLC | 24 | $5.01K | 0.00% | +24 | New |
| Byrne Asset Management LLC | 25 | $5.21K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 25 | $5.21K | 0.00% | +18+257.1% | Added |
| Caitlin John, LLC | 26 | $5.42K | 0.00% | −350−93.1% | Reduced |
| Western Pacific Wealth Management, LP | 26 | $5.42K | 0.00% | +26 | New |
| Armstrong Advisory Group, Inc | 35 | $5.84K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 29 | $6.05K | 0.00% | +22+314.3% | Added |
| Goodman Advisory Group, LLC | 29 | $6.05K | 0.00% | +29 | New |
| Rothschild Investment LLC | 30 | $6.26K | 0.00% | +17+130.8% | Added |
| First Financial Corp | 31 | $6.46K | 0.00% | +31 | New |
| Kozak & Associates, Inc. | 40 | $6.62K | 0.00% | +40 | New |
| DiNuzzo Private Wealth, Inc. | 32 | $6.67K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 32 | $6.67K | 0.01% | +7+28.0% | Added |
| J.Safra Asset Management Corp | 32 | $6.67K | 0.00% | +32 | New |
| Eagle Bay Advisors LLC | 33 | $6.88K | 0.00% | +33 | New |
| Capital Advisors, Ltd. LLC | 33 | $7.00K | 0.00% | +3+10.0% | Added |
| St Germain D J Co Inc | 34 | $7.09K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 44 | $7.34K | 0.00% | +44 | New |
| Front Row Advisors LLC | 37 | $7.72K | 0.00% | +37 | New |
| Prestige Wealth Management Group LLC | 37 | $7.72K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 39 | $8.13K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 41 | $8.48K | 0.00% | +39+1,950.0% | Added |
| Davidson Capital Management Inc. | 42 | $8.76K | 0.00% | −6−12.5% | Reduced |
| GW&K Investment Management, LLC | 44 | $9.00K | 0.00% | −7−13.7% | Reduced |
| Avion Wealth | 39 | $9.00K | 0.00% | +9+30.0% | Added |
| Hexagon Capital Partners LLC | 44 | $9.18K | 0.00% | +18+69.2% | Added |
| Venturi Wealth Management, LLC | 45 | $9.38K | 0.00% | +2+4.7% | Added |
| Naples Money Management LLC | 46 | $9.59K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 47 | $9.80K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 48 | $10.0K | 0.01% | +24+100.0% | Added |
| RFP Financial Group LLC | 51 | $10.6K | 0.00% | +32+168.4% | Added |
| Private Wealth Management Group, LLC | 58 | $12.1K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 63 | $13.1K | 0.00% | +40+173.9% | Added |
| Versant Capital Management, Inc | 64 | $13.3K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 67 | $14.0K | 0.01% | −6−8.2% | Reduced |
| American Capital Advisory, LLC | 163 | $14.5K | 0.01% | +163 | New |
| Steward Partners Investment Advisory, LLC | 73 | $15.2K | 0.00% | +23+46.0% | Added |
| SRS Capital Advisors, Inc. | 78 | $16.3K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 79 | $16.5K | 0.01% | +79 | New |
| Smartleaf Asset Management LLC | 79 | $16.6K | 0.00% | +27+51.9% | Added |
| Farmers & Merchants Investments Inc | 80 | $16.7K | 0.00% | −34−29.8% | Reduced |
| Hillsdale Investment Management Inc. | 80 | $16.7K | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 82 | $17.1K | 2.87% | +82 | New |
| Iron Horse Wealth Management, LLC | 83 | $17.3K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 83 | $17.3K | 0.01% | +83 | New |
| Concord Wealth Partners | 90 | $18.8K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 100 | $20.9K | 0.01% | −150−60.0% | Reduced |
| HighMark Wealth Management LLC | 100 | $20.9K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 102 | $21.3K | 0.02% | +2+2.0% | Added |
| Denali Advisors LLC | 103 | $21.5K | 0.01% | +103 | New |
| JJJ Advisors Inc. | 107 | $22.3K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 108 | $22.5K | 0.01% | +108 | New |
| Key Financial Inc | 110 | $22.9K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 110 | $22.9K | 0.00% | +50+83.3% | Added |
| CVA Family Office, LLC | 120 | $25.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 131 | $27.0K | 0.02% | −50−27.6% | Reduced |
| Rakuten Securities, Inc. | 143 | $29.8K | 0.01% | −28−16.4% | Reduced |
| JFS Wealth Advisors, LLC | 143 | $29.8K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 150 | $30.8K | 0.01% | +150 | New |
| Mascoma Wealth Management LLC | 155 | $32.3K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 159 | $32.7K | 0.06% | +159 | New |
| Creative Financial Designs Inc | 165 | $34.4K | 0.00% | +65+65.0% | Added |
| Contravisory Investment Management, Inc. | 168 | $35.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 178 | $37.1K | 0.00% | +32+21.9% | Added |
| Rosenberg Matthew Hamilton | 188 | $38.6K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 204 | $42.5K | 0.00% | +55+36.9% | Added |
| Allworth Financial LP | 207 | $43.2K | 0.00% | +29+16.3% | Added |
| FWL Investment Management, LLC | 239 | $49.8K | 0.03% | −35−12.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 245 | $51.1K | 0.00% | −55−18.3% | Reduced |
| LGT Financial Advisors LLC | 249 | $51.9K | 0.06% | 00.0% | Unchanged |
| Optimum Investment Advisors | 250 | $52.1K | 0.02% | +250 | New |
| Bell Investment Advisors, Inc | 252 | $52.6K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 255 | $53.2K | 0.01% | −67−20.8% | Reduced |
