| JTC Employer Solutions Trusteee Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| Perritt Capital Management Inc | 0 | $71 | 0.00% | −8−100.0% | Reduced |
| Thompson Investment Management, Inc. | 3 | $88 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4 | $119 | 0.00% | +4 | New |
| New York State Common Retirement Fund | 1 | $144 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 1 | $156 | 0.00% | +1 | New |
| Quest Partners LLC | 1 | $168 | 0.00% | −6,499−100.0% | Reduced |
| Cape Investment Advisory, Inc. | 1 | $168 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1 | $168 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1 | $168 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 1 | $168 | 0.00% | +1 | New |
| Larson Financial Group LLC | 2 | $335 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2 | $335 | 0.00% | +1+100.0% | Added |
| Key Financial Inc | 3 | $503 | 0.00% | +3 | New |
| Prestige Wealth Management Group LLC | 3 | $504 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $504 | 0.00% | +3 | New |
| Rothschild Investment LLC | 4 | $671 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 4 | $671 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $671 | 0.00% | +2+100.0% | Added |
| 1832 Asset Management L.P. | 4 | $671 | 0.00% | +4 | New |
| Carolinas Wealth Consulting LLC | 5 | $739 | 0.00% | +1+25.0% | Added |
| Versant Capital Management, Inc | 5 | $838 | 0.00% | +3+150.0% | Added |
| Opal Wealth Advisors, LLC | 5 | $839 | 0.00% | +5 | New |
| Montag A & Associates Inc | 5 | $894 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 6 | $1.01K | 0.00% | +6 | New |
| Horizon Investments, LLC | 6 | $1.01K | 0.00% | +6 | New |
| ClariVest Asset Management LLC | 7 | $1.17K | 0.00% | −40−85.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 7 | $1.17K | 0.00% | +7 | New |
| MV Capital Management, Inc. | 8 | $1.34K | 0.00% | +8 | New |
| Ransom Advisory, Ltd | 9 | $1.51K | 0.00% | +9 | New |
| Naples Money Management LLC | 9 | $1.53K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10 | $1.68K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 10 | $1.69K | 0.00% | +10 | New |
| Cornerstone Planning Group LLC | 12 | $1.81K | 0.00% | 00.0% | Unchanged |
| PenderFund Capital Management Ltd. | 8 | $1.83K | 0.00% | +8 | New |
| CVA Family Office, LLC | 11 | $1.84K | 0.00% | +11 | New |
| Continuum Advisory, LLC | 14 | $2.35K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 14 | $2.35K | 0.00% | +8+133.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15 | $2.52K | 0.00% | −99−86.8% | Reduced |
| Harbor Investment Advisory, LLC | 15 | $2.52K | 0.00% | −6−28.6% | Reduced |
| Frazier Financial Advisors, LLC | 15 | $2.52K | 0.00% | +15 | New |
| Atlantic Edge Private Wealth Management, LLC | 15 | $2.52K | 0.00% | +15 | New |
| ORG Partners LLC | 16 | $2.73K | 0.00% | +16 | New |
| RFP Financial Group LLC | 17 | $2.85K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 17 | $2.85K | 0.00% | +17 | New |
| Farmers & Merchants Investments Inc | 18 | $3.02K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 18 | $3.02K | 0.00% | +18 | New |
| Baldwin Brothers Inc | 20 | $3.35K | 0.00% | +20 | New |
| WFA of San Diego, LLC | 20 | $3.35K | 0.00% | +20 | New |
| Private Wealth Management Group, LLC | 21 | $3.52K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 22 | $3.73K | 0.00% | −22−50.0% | Reduced |
| ICA Group Wealth Management, LLC | 26 | $4.36K | 0.00% | −1−3.7% | Reduced |
| Spire Wealth Management | 28 | $4.70K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 30 | $5.03K | 0.00% | +30 | New |
| Park Place Capital Corp | 33 | $5.53K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 35 | $5.87K | 0.00% | −2−5.4% | Reduced |
| Massmutual Trust Co FSB | 35 | $5.87K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 36 | $6.04K | 0.00% | +36 | New |
| AdvisorNet Financial, Inc | 38 | $6.37K | 0.00% | −11−22.4% | Reduced |
| Harbour Investments, Inc. | 41 | $6.82K | 0.00% | +41 | New |
| Addison Advisors LLC | 42 | $7.04K | 0.00% | +42 | New |
| Register Financial Advisors LLC | 43 | $7.21K | 0.00% | −3−6.5% | Reduced |
| Gen-Wealth Partners Inc | 46 | $7.71K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 46 | $7.71K | 0.00% | +46 | New |
| Westend Capital Management, LLC | 46 | $7.80K | 0.00% | +46 | New |
| Mather Group, LLC. | 44 | $7.84K | 0.00% | +31+238.5% | Added |
| Coppell Advisory Solutions LLC | 51 | $8.55K | 0.00% | +51 | New |
| Criterion Capital Advisors, LLC | 62 | $10.4K | 0.01% | +62 | New |
| SWS Partners | 64 | $10.7K | 0.00% | +64 | New |
| TruNorth Capital Management, LLC | 73 | $12.2K | 0.00% | +73 | New |
| Centerpoint Advisors, LLC | 88 | $15.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 91 | $15.3K | 0.00% | −74−44.8% | Reduced |
| Geneos Wealth Management Inc. | 91 | $15.3K | 0.00% | +91 | New |
| GPS Wealth Strategies Group, LLC | 94 | $15.8K | 0.00% | +37+64.9% | Added |
| IAG Wealth Partners, LLC | 102 | $17.1K | 0.00% | +102 | New |
| Eagle Bay Advisors LLC | 106 | $17.8K | 0.01% | +19+21.8% | Added |
| Parkside Financial Bank & Trust | 107 | $17.9K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 113 | $18.9K | 0.01% | +97+606.3% | Added |
| Innealta Capital, LLC | 115 | $19.3K | 0.01% | +115 | New |
| CBIZ Investment Advisory Services, LLC | 120 | $20.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 130 | $21.8K | 0.00% | +28+27.5% | Added |
| Plante Moran Financial Advisors, LLC | 150 | $25.2K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 159 | $26.6K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 171 | $28.7K | 0.00% | +171 | New |
| Rise Advisors, LLC | 175 | $29.4K | 0.02% | +3+1.7% | Added |
| Quarry LP | 176 | $29.5K | 0.01% | −92−34.3% | Reduced |
| Bell Investment Advisors, Inc | 182 | $30.5K | 0.01% | +5+2.8% | Added |
| Armstrong Advisory Group, Inc | 184 | $30.9K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 207 | $34.7K | 0.01% | −52−20.1% | Reduced |
| Clearstead Advisors, LLC | 223 | $37.4K | 0.00% | +223 | New |
| Adams Natural Resources Fund, Inc. | 225 | $37.7K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 216 | $37.9K | 0.00% | +89+70.1% | Added |
| FinTrust Capital Advisors, LLC | 236 | $39.6K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 237 | $39.7K | 0.00% | +237 | New |
| Benjamin F. Edwards & Company, Inc. | 244 | $41.0K | 0.00% | +136+125.9% | Added |
| Global Retirement Partners, LLC | 266 | $44.6K | 0.00% | +264+13,200.0% | Added |
| SRS Capital Advisors, Inc. | 275 | $46.1K | 0.00% | −24−8.0% | Reduced |
| Rakuten Securities, Inc. | 287 | $48.1K | 0.02% | +237+474.0% | Added |