| Healthcare of Ontario Pension Plan Trust Fund | 1 | $160 | 0.00% | −42,890−100.0% | Reduced |
| Highline Wealth Partners LLC | 2 | $320 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $320 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 3 | $479 | 0.00% | −7−70.0% | Reduced |
| Rosenberg Matthew Hamilton | 6 | $951 | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 154,289 | $973 | 0.04% | +154,289 | New |
| Migdal Insurance & Financial Holdings Ltd. | 7 | $1.00K | 0.00% | +7 | New |
| NVWM, LLC | 7 | $1.12K | 0.00% | +7 | New |
| Quest Partners LLC | 8 | $1.28K | 0.00% | −13,304−99.9% | Reduced |
| Cornerstone Planning Group LLC | 9 | $1.34K | 0.00% | +9 | New |
| Global Financial Private Client, LLC | 10 | $1.59K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 10 | $1.60K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 10 | $1.60K | 0.00% | +10 | New |
| POM Investment Strategies, LLC | 13 | $2.08K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 14 | $2.24K | 0.00% | +14 | New |
| Riggs Asset Managment Co. Inc. | 15 | $2.40K | 0.00% | +15 | New |
| Frank, Rimerman Advisors LLC | 16 | $2.56K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 20 | $3.22K | 0.00% | +20 | Added |
| FSA Wealth Management LLC | 23 | $3.68K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 24 | $3.84K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 25 | $4.00K | 0.00% | +3+13.6% | Added |
| Westend Capital Management, LLC | 25 | $4.00K | 0.00% | +25 | New |
| TD Capital Management LLC | 26 | $4.16K | 0.00% | +26 | New |
| Trifecta Capital Advisors, LLC | 28 | $4.47K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 29 | $4.63K | 0.00% | −23−44.2% | Reduced |
| Quarry LP | 30 | $4.79K | 0.00% | −243−89.0% | Reduced |
| Macroview Investment Management LLC | 30 | $4.79K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 31 | $4.95K | 0.00% | −20−39.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 32 | $5.12K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 34 | $5.43K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 35 | $5.59K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 39 | $6.00K | 0.00% | +25+178.6% | Added |
| J.Safra Asset Management Corp | 38 | $6.07K | 0.00% | +38 | New |
| Stone House Investment Management, LLC | 40 | $6.39K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 42 | $6.71K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 44 | $7.03K | 0.01% | +44 | New |
| Your Advocates Ltd., LLP | 50 | $7.99K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 51 | $8.13K | 0.01% | +8+18.6% | Added |
| Activest Wealth Management | 51 | $8.15K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 53 | $8.47K | 0.00% | +43+430.0% | Added |
| Avion Wealth | 48 | $9.00K | 0.00% | +5+11.6% | Added |
| Northwest Investment Counselors, LLC | 57 | $9.11K | 0.00% | +57 | New |
| JJJ Advisors Inc. | 61 | $9.75K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 87 | $10.0K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 63 | $10.1K | 0.01% | −6−8.7% | Reduced |
| Raffa Wealth Management, LLC | 63 | $10.1K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 64 | $10.2K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 67 | $10.7K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 68 | $10.8K | 0.00% | +5+7.9% | Added |
| HighMark Wealth Management LLC | 68 | $10.9K | 0.01% | −5−6.8% | Reduced |
| Sachetta, LLC | 82 | $10.9K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 73 | $11.7K | 0.00% | −52−41.6% | Reduced |
| Retirement Group, LLC | 73 | $11.7K | 0.00% | +41+128.1% | Added |
| Creative Financial Designs Inc | 75 | $12.0K | 0.00% | +75 | New |
| Tortoise Investment Management, LLC | 80 | $12.8K | 0.00% | +32+66.7% | Added |
| Breakwater Investment Management | 80 | $12.8K | 0.01% | +80 | New |
| Hanson & Doremus Investment Management | 80 | $13.0K | 0.00% | +80 | New |
| Delta Asset Management LLC | 90 | $14.4K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 90 | $14.4K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 93 | $14.9K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 98 | $15.7K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 100 | $16.0K | 0.00% | +100 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 103 | $16.0K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 106 | $16.8K | 0.03% | −2,576−96.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 112 | $17.9K | 0.00% | +2+1.8% | Added |
| Main Street Group, LTD | 118 | $18.7K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 119 | $19.0K | 0.00% | +119 | New |
| West Branch Capital LLC | 120 | $19.2K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 123 | $19.7K | 0.01% | +4+3.4% | Added |
| TSFG, LLC | 126 | $20.0K | 0.01% | +72+133.3% | Added |
| Benjamin Edwards Inc | 126 | $20.0K | 0.00% | +126 | New |
| Newbridge Financial Services Group, Inc. | 133 | $21.3K | 0.01% | +133 | New |
| Grove Bank & Trust | 134 | $21.4K | 0.00% | −50−27.2% | Reduced |
| Cedar Mountain Advisors, LLC | 134 | $21.4K | 0.01% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 134 | $21.4K | 0.03% | 00.0% | Unchanged |
| CNB Bank | 137 | $21.9K | 0.01% | +81+144.6% | Added |
| Hoey Investments, Inc | 137 | $21.9K | 0.00% | −17−11.0% | Reduced |
| MCF Advisors LLC | 144 | $23.0K | 0.00% | −21−12.7% | Reduced |
| Boyd Watterson Asset Management LLC | 149 | $23.8K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 156 | $24.9K | 0.01% | +29+22.8% | Added |
| Wellington Shields & Co., LLC | 157 | $25.1K | 0.01% | +157 | New |
| Institutional & Family Asset Management, LLC | 176 | $28.1K | 0.00% | +6+3.5% | Added |
| Colonial Trust Advisors | 179 | $28.6K | 0.00% | −59−24.8% | Reduced |
| Wiser Advisor Group LLC | 190 | $30.4K | 0.05% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 192 | $30.7K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 193 | $30.8K | 0.01% | −1,874−90.7% | Reduced |
| Halpern Financial, Inc. | 202 | $31.9K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 200 | $32.0K | 0.02% | +200 | New |
| West Oak Capital, LLC | 200 | $32.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 207 | $33.0K | 0.00% | +2+1.0% | Added |
| RE Dickinson Investment Advisors, LLC | 204 | $33.0K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 208 | $33.2K | 0.02% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 220 | $35.2K | 0.03% | +36+19.6% | Added |
| Private Wealth Management Group, LLC | 223 | $35.6K | 0.02% | −3−1.3% | Reduced |
| Redmont Wealth Advisors LLC | 231 | $36.9K | 0.05% | +231 | New |
| Hollencrest Capital Management | 232 | $37.1K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 236 | $37.7K | 0.01% | 00.0% | Unchanged |
