| Canada Pension Plan Investment Board | 10 | $0 | 0.00% | −3,819−99.7% | Reduced |
| Loomis Sayles & Co L P | 5 | $0 | 0.00% | −227−97.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Versant Capital Management, Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6 | $0 | 0.00% | +6 | New |
| GoalVest Advisory LLC | 4 | $0 | 0.00% | +4 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 1 | $0 | 0.00% | +1 | New |
| Beacon Capital Management, LLC | 10 | $0 | 0.00% | +10 | New |
| WestEnd Advisors, LLC | – | $77 | 0.00% | – | – |
| Raffa Wealth Management, LLC | 23 | $895 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 14 | $1.00K | 0.00% | −292−95.4% | Reduced |
| BerganKDV Wealth Management, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 34 | $1.00K | 0.00% | +2+6.3% | Added |
| MCF Advisors LLC | 15 | $1.00K | 0.00% | +15 | New |
| Disciplined Investments, LLC | 38 | $1.00K | 0.00% | +38 | New |
| SJS Investment Consulting Inc. | 31 | $1.00K | 0.00% | +31 | New |
| Sutton Wealth Advisors Inc. | 28 | $1.09K | 0.00% | +2+7.7% | Added |
| Tucker Asset Management LLC | 44 | $1.71K | 0.00% | +44 | New |
| Glen Eagle Advisors, LLC | 51 | $1.98K | 0.00% | −200−79.7% | Reduced |
| PrairieView Partners, LLC | 64 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 77 | $3.00K | 0.00% | +77 | New |
| Atticus Wealth Management, LLC | 75 | $3.00K | 0.00% | +75 | New |
| Cordant, Inc. | 78 | $3.00K | 0.00% | +78 | New |
| Farmers & Merchants Investments Inc | 115 | $4.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 109 | $4.00K | 0.00% | +57+109.6% | Added |
| Clear Street Markets LLC | 98 | $4.00K | 0.00% | +98 | New |
| Coastal Capital Group, Inc. | 100 | $4.00K | 0.00% | +100 | New |
| Lansing Street Advisors | 105 | $4.00K | 0.00% | +105 | New |
| EverSource Wealth Advisors, LLC | 149 | $5.00K | 0.00% | −95−38.9% | Reduced |
| Glassman Wealth Services | 135 | $5.00K | 0.00% | −34−20.1% | Reduced |
| Concord Wealth Partners | 116 | $5.00K | 0.00% | −19−14.1% | Reduced |
| Prestige Wealth Management Group LLC | 116 | $5.00K | 0.00% | +31+36.5% | Added |
| Clearstead Advisors, LLC | 125 | $5.00K | 0.00% | +125 | New |
| San Luis Wealth Advisors LLC | 100 | $5.00K | 0.00% | +100 | New |
| Tarbox Family Office, Inc. | 167 | $6.00K | 0.00% | −18−9.7% | Reduced |
| Stonebridge Capital Advisors LLC | 187 | $7.00K | 0.00% | −50−21.1% | Reduced |
| Northwest Investment Counselors, LLC | 175 | $7.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 185 | $7.00K | 0.00% | +62+50.4% | Added |
| GHP Investment Advisors, Inc. | 185 | $7.00K | 0.00% | +185 | New |
| Advanced Research Investment Solutions, LLC | 181 | $7.00K | 0.00% | +181 | New |
| Massmutual Trust Co FSB | 214 | $8.00K | 0.00% | −13−5.7% | Reduced |
| Proffitt & Goodson Inc | 217 | $8.00K | 0.00% | +20+10.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 240 | $9.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 250 | $9.00K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 225 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 243 | $9.00K | 0.00% | +174+252.2% | Added |
| Cambridge Trust Co | 241 | $9.00K | 0.00% | +241 | New |
| Itau Unibanco Holding S.A. | 269 | $10.0K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 255 | $10.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 261 | $10.0K | 0.00% | +15+6.1% | Added |
| Rosenberg Matthew Hamilton | 251 | $10.0K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 300 | $12.0K | 0.00% | −400−57.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 318 | $12.0K | 0.00% | −8−2.5% | Reduced |
| Denali Advisors LLC | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 305 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 300 | $12.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 305 | $12.0K | 0.00% | +58+23.5% | Added |
| Zions Bancorporation, N.A. | 315 | $12.0K | 0.00% | +64+25.5% | Added |
| Harbor Investment Advisory, LLC | 300 | $12.0K | 0.00% | +300 | New |
| Lindbrook Capital, LLC | 330 | $13.0K | 0.00% | −58−14.9% | Reduced |
| Ellis Investment Partners, LLC | 402 | $15.0K | 0.00% | −14,185−97.2% | Reduced |
| Webster Bank, N. A. | 390 | $15.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 387 | $15.0K | 0.00% | −10−2.5% | Reduced |
| TCWP LLC | 403 | $15.0K | 0.00% | +403 | New |
| Carolinas Wealth Consulting LLC | 415 | $16.0K | 0.00% | +6+1.5% | Added |
| Hantz Financial Services, Inc. | 446 | $17.0K | 0.00% | −84−15.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 462 | $18.0K | 0.00% | −113−19.7% | Reduced |
| Private Capital Group, LLC | 466 | $18.0K | 0.00% | −91−16.3% | Reduced |
| Mascoma Wealth Management LLC | 461 | $18.0K | 0.01% | +100+27.7% | Added |
| Valley National Advisers Inc | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 505 | $19.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 511 | $19.0K | 0.00% | +451+751.7% | Added |
| Front Row Advisors LLC | 530 | $21.0K | 0.01% | −5−0.9% | Reduced |
| MV Capital Management, Inc. | 570 | $22.0K | 0.00% | −60−9.5% | Reduced |
| Quent Capital, LLC | 587 | $23.0K | 0.00% | −38−6.1% | Reduced |
| Lloyd Advisory Services, LLC. | 588 | $23.0K | 0.01% | +588 | New |
| South State Corp. | 596 | $24.0K | 0.00% | +596 | New |
| FourThought Financial, LLC | 694 | $26.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 671 | $26.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 700 | $27.0K | 0.02% | +700 | New |
| Capital Advisors, Ltd. LLC | 707 | $28.0K | 0.00% | +698+7,755.6% | Added |
| Brewin Dolphin Ltd | 740 | $29.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 736 | $29.0K | 0.00% | +736 | New |
| CIBC Private Wealth Group, LLC | 784 | $30.0K | 0.00% | +784 | New |
| Exane Derivatives | 795 | $30.9K | 0.01% | −39−4.7% | Reduced |
| Parkside Financial Bank & Trust | 789 | $31.0K | 0.01% | −6,313−88.9% | Reduced |
| Westside Investment Management, Inc. | 840 | $32.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 841 | $33.0K | 0.00% | +210+33.3% | Added |
