| Manning & Napier Advisors LLC | 40 | $13.5K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 40 | $13.5K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 40 | $13.5K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 40 | $13.5K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 42 | $14.1K | 0.01% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 43 | $14.4K | 0.00% | +43 | New |
| ESL Trust Services, LLC | 44 | $14.8K | 0.00% | −6−12.0% | Reduced |
| MPWM Advisory Solutions, LLC | 44 | $14.8K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 44 | $14.9K | 0.00% | +13+41.9% | Added |
| Hanson & Doremus Investment Management | 44 | $15.0K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 57 | $15.0K | 0.09% | +57 | New |
| Kennebec Savings Bank | 45 | $15.2K | 0.01% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 45 | $15.2K | 0.01% | +45 | New |
| Cedar Mountain Advisors, LLC | 46 | $15.5K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 47 | $16.0K | 0.01% | 00.0% | Unchanged |
| NCP Inc. | 48 | $16.2K | 0.01% | +48 | New |
| Dogwood Wealth Management LLC | 49 | $16.5K | 0.01% | +16+48.5% | Added |
| IMG Wealth Management, Inc. | 49 | $16.5K | 0.01% | +21+75.0% | Added |
| Wilkerson Advisory Group LLC | 49 | $16.5K | 0.01% | +49 | New |
| Thompson Investment Management, Inc. | 50 | $16.8K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 50 | $16.8K | 0.00% | 00.0% | Unchanged |
| Modus Advisors, LLC | 50 | $16.8K | 0.00% | +50 | New |
| Avion Wealth | 52 | $17.0K | 0.00% | −122−70.1% | Reduced |
| Signature Equity Partners, LLC | 52 | $17.4K | 0.01% | +52 | New |
| Howard Hughes Medical Institute | 54 | $18.2K | 0.01% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 69 | $18.4K | 0.00% | +69 | New |
| Eukles Asset Management | 55 | $18.5K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 55 | $18.5K | 0.00% | +6+12.2% | Added |
| Alvarez & Marsal Private Wealth Partners, LLC | 55 | $18.5K | 0.00% | +55 | New |
| Midwest Capital Advisors, LLC | 56 | $18.9K | 0.01% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 56 | $19.0K | 0.02% | +56 | New |
| Tacita Capital Inc | 60 | $20.2K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 60 | $20.2K | 0.01% | +2+3.4% | Added |
| Red Tortoise LLC | 63 | $21.2K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 63 | $21.2K | 0.01% | 00.0% | Unchanged |
| Copia Wealth Management | 63 | $21.2K | 0.02% | 00.0% | Unchanged |
| Vision Retirement, LLC | 63 | $21.3K | 0.01% | +63 | New |
| Entrust Financial LLC | 63 | $21.3K | 0.02% | +63 | New |
| Harvest Fund Management Co., Ltd | 66 | $22.0K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 63 | $22.6K | 0.03% | −9−12.5% | Reduced |
| Anfield Capital Management, LLC | 68 | $22.9K | 0.01% | +65+2,166.7% | Added |
| Country Trust Bank | 69 | $23.2K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 70 | $23.6K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 70 | $23.6K | 0.01% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 71 | $23.9K | 0.01% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 72 | $24.2K | 0.00% | +72 | New |
| Optima Capital LLC | 72 | $24.4K | 0.01% | +72 | New |
| Consultiva Wealth Management, Corp. | 73 | $24.6K | 0.07% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 73 | $24.6K | 0.01% | 00.0% | Unchanged |
| DAGCO, Inc. | 74 | $24.9K | 0.01% | +74 | New |
| Dunhill Financial, LLC | 75 | $25.2K | 0.01% | +3+4.2% | Added |
| Burkett Financial Services, LLC | 75 | $25.4K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 76 | $25.6K | 0.01% | +30+65.2% | Added |
| Wellington Grp LLC | 76 | $25.6K | 0.01% | +76 | New |
| Darwin Advisors, LLC | 76 | $25.6K | 0.01% | +1+1.3% | Added |
| DT Investment Partners, LLC | 77 | $25.9K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 79 | $26.6K | 0.02% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 80 | $26.9K | 0.03% | −720−90.0% | Reduced |
| Maryland Capital Advisors Inc. | 80 | $26.9K | 0.01% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 80 | $26.9K | 0.02% | +80 | New |
| Clarity Asset Management, Inc. | 80 | $27.1K | 0.01% | 00.0% | Unchanged |
| Align Financial, LLC | 27,269 | $27.3K | 0.02% | +27,269 | New |
| William B. Walkup & Associates, Inc. | 84 | $28.3K | 0.02% | 00.0% | Unchanged |
| Paladin Partners, LLC | 84 | $28.3K | 0.02% | +84 | New |
| Hara Capital LLC | 85 | $28.6K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 85 | $28.6K | 0.00% | +85 | New |
| Redmont Wealth Advisors LLC | 87 | $29.3K | 0.04% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 91 | $31.0K | 0.02% | +91 | New |
| Center for Financial Planning, Inc. | 93 | $31.3K | 0.00% | +64+220.7% | Added |
| Inlight Wealth Management, LLC | 97 | $32.7K | 0.01% | 00.0% | Unchanged |
| BankPlus Trust Department | 97 | $32.7K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 97 | $32.7K | 0.01% | 00.0% | Unchanged |
| Merrithew & Thorsten Inc | 100 | $33.0K | 0.03% | +100 | New |
| Old Point Trust & Financial Services N A | 99 | $33.3K | 0.01% | +74+296.0% | Added |
| Trifecta Capital Advisors, LLC | 100 | $33.7K | 0.00% | −10−9.1% | Reduced |
| Lavaca Capital LLC | 100 | $33.7K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 100 | $33.7K | 0.02% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 100 | $33.7K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 100 | $33.7K | 0.02% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 103 | $34.7K | 0.02% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 104 | $35.0K | 0.01% | −59−36.2% | Reduced |
| Copos Capital S.a r.l. | 104 | $35.0K | 0.02% | +104 | New |
| Vermillion Wealth Management, Inc. | 105 | $35.3K | 0.01% | +7+7.1% | Added |
| American Capital Advisory, LLC | 108 | $36.4K | 0.02% | +1+0.9% | Added |
| Bell Investment Advisors, Inc | 109 | $36.7K | 0.01% | +1+0.9% | Added |
| Atlantic Edge Private Wealth Management, LLC | 110 | $37.0K | 0.01% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 111 | $37.4K | 0.04% | +111 | New |
| Financial Perspectives, Inc | 113 | $37.9K | 0.01% | −6−5.0% | Reduced |
| Perkins Coie Trust Co | 115 | $38.7K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 116 | $39.1K | 0.01% | 00.0% | Unchanged |
| Abound Financial, LLC | 117 | $39.4K | 0.02% | +117 | New |
| Loomis Sayles & Co L P | 117 | $39.4K | 0.00% | −4−3.3% | Reduced |
| Merited Wealth, LLC | 117 | $39.4K | 0.04% | +117 | New |
| Harbor Asset Planning, Inc. | 119 | $39.9K | 0.03% | 00.0% | Unchanged |
| Pioneer Family Office, LLC | 120 | $40.4K | 0.03% | +120 | New |
| SIMA Wealth Partners, LLC | 120 | $40.4K | 0.03% | 00.0% | Unchanged |
| Access Investment Management LLC | 119 | $40.6K | 0.01% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 121 | $40.7K | 0.03% | +21+21.0% | Added |
| Ogorek Anthony Joseph | 121 | $41.0K | 0.01% | −13−9.7% | Reduced |
| GW&K Investment Management, LLC | 121 | $41.0K | 0.00% | +3+2.5% | Added |