| Canada Pension Plan Investment Board | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 7 | $0 | 0.00% | +1+16.7% | Added |
| Stonebridge Capital Advisors LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 9 | $0 | 0.00% | +9 | New |
| BBVA USA | 21 | $1.00K | 0.00% | −22−51.2% | Reduced |
| Choate Investment Advisors | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 17 | $1.00K | 0.00% | +17 | New |
| Capital Analysts, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Geneos Wealth Management Inc. | 19 | $1.00K | 0.00% | +19 | New |
| Bellwether Advisors, LLC | 38 | $1.00K | 0.00% | +38 | New |
| Spire Wealth Management | 20 | $1.00K | 0.00% | +20 | New |
| Anchor Investment Management, LLC | 20 | $1.03K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 33 | $2.00K | 0.00% | −404−92.4% | Reduced |
| Quadrant Capital Group LLC | 41 | $2.00K | 0.00% | −15−26.8% | Reduced |
| Washington Trust Co | 30 | $2.00K | 0.00% | −3−9.1% | Reduced |
| Highlander Capital Management, LLC | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pecaut & Co. | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 48 | $2.00K | 0.00% | +9+23.1% | Added |
| Steward Partners Investment Advisory, LLC | 43 | $2.00K | 0.00% | +6+16.2% | Added |
| Sterling Financial Planning, Inc. | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 51 | $2.00K | 0.00% | +51 | New |
| Cordant, Inc. | 30 | $2.00K | 0.00% | +30 | New |
| Red Tortoise LLC | 40 | $2.00K | 0.00% | +40 | New |
| Hantz Financial Services, Inc. | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 58 | $3.00K | 0.00% | +4+7.4% | Added |
| Glassman Wealth Services | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 66 | $3.39K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 86 | $4.00K | 0.00% | −35,773−99.8% | Reduced |
| Institutional & Family Asset Management, LLC | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 108 | $4.00K | 0.00% | +54+100.0% | Added |
| Kowal Investment Group, LLC | 78 | $4.00K | 0.00% | +78 | New |
| American Portfolios Advisors | 78 | $4.01K | 0.00% | −23−22.8% | Reduced |
| Earnest Partners LLC | 95 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 127 | $7.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 160 | $8.00K | 0.00% | +2+1.3% | Added |
| Freedman Financial Associates, Inc. | 152 | $8.00K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 176 | $9.00K | 0.00% | −95−35.1% | Reduced |
| Lenox Wealth Advisors, LLC | 184 | $9.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 177 | $9.00K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 177 | $9.00K | 0.00% | +2+1.1% | Added |
| Clear Perspectives Financial Planning, LLC | 198 | $10.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 238 | $12.0K | 0.00% | −6−2.5% | Reduced |
| Consolidated Planning Corp | 228 | $12.0K | 0.01% | +228 | New |
| Carroll Financial Associates, Inc. | 267 | $13.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 259 | $13.0K | 0.00% | +76+41.5% | Added |
| Berman Capital Advisors, LLC | 267 | $13.0K | 0.00% | +61+29.6% | Added |
| Cranbrook Wealth Management, LLC | 265 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 278 | $14.0K | 0.00% | +278 | New |
| Creative Financial Designs Inc | 307 | $16.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 315 | $16.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 320 | $16.0K | 0.00% | +77+31.7% | Added |
| M&R Capital Management Inc | 339 | $17.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 446 | $22.0K | 0.00% | +365+450.6% | Added |
| Heritage Wealth Advisors | 436 | $22.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 454 | $23.0K | 0.00% | −78−14.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 490 | $25.0K | 0.00% | +225+84.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 498 | $26.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 518 | $27.0K | 0.00% | −13,156−96.2% | Reduced |
| Fifth Third Bancorp | 681 | $35.0K | 0.00% | −798−54.0% | Reduced |
| Dougherty Wealth Advisers LLC | 735 | $38.0K | 0.06% | 00.0% | Unchanged |
| Tobam | 841 | $43.0K | 0.00% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 833 | $43.0K | 0.05% | +572+219.2% | Added |
| Huntington National Bank | 976 | $50.0K | 0.00% | +1+0.1% | Added |
| Pinnacle Holdings, LLC | 1,002 | $51.5K | 0.02% | +1,002 | New |
| Arkadios Wealth Advisors | 1,030 | $52.0K | 0.01% | +993+2,683.8% | Added |
| SRS Capital Advisors, Inc. | 1,075 | $55.0K | 0.01% | +15+1.4% | Added |
| Spectrum Management Group, LLC | 1,198 | $62.0K | 0.01% | +1,198 | New |
| Signaturefd, LLC | 1,274 | $65.0K | 0.00% | −1−0.1% | Reduced |
| Glenmede Trust Co NA | 1,863 | $95.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,853 | $95.2K | 0.00% | +307+19.9% | Added |
| Qube Research & Technologies Ltd | 1,904 | $98.0K | 0.00% | −6,378−77.0% | Reduced |
| Ancora Advisors, LLC | 1,969 | $101.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,978 | $102.0K | 0.01% | +370+23.0% | Added |
| Vontobel Holding Ltd. | 2,022 | $104.0K | 0.00% | −716−26.2% | Reduced |
| Twin Tree Management, LP | 2,121 | $109.0K | 0.00% | +366+20.9% | Added |
| SG Americas Securities, LLC | 2,125 | $109.0K | 0.00% | +2,125 | New |
| American International Group, Inc. | 2,208 | $114.0K | 0.00% | −269−10.9% | Reduced |
| Balentine LLC | 2,266 | $116.0K | 0.00% | +2,266 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 2,400 | $123.0K | 0.00% | −6−0.2% | Reduced |
| Vestcor Inc | 2,861 | $147.0K | 0.01% | −383−11.8% | Reduced |
| ExodusPoint Capital Management, LP | 2,881 | $148.0K | 0.00% | +1,342+87.2% | Added |
| State of Wyoming | 2,898 | $149.0K | 0.10% | −880−23.3% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 2,913 | $150.0K | 0.11% | −456−13.5% | Reduced |
| Brown Brothers Harriman & Co | 3,129 | $161.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 3,300 | $170.0K | 0.01% | 00.0% | Unchanged |