| Canada Pension Plan Investment Board | 41 | $0 | 0.00% | +1+2.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 33 | $0 | 0.00% | +33 | New |
| Mark Sheptoff Financial Planning, LLC | 25 | $0 | 0.00% | +25 | New |
| Ahrens Investment Partners LLC | 10 | $0 | 0.00% | +10 | New |
| Curi Capital | 34 | $0 | 0.00% | +34 | New |
| Gibson Wealth Advisors LLC | 23 | $0 | 0.00% | +23 | New |
| Raleigh Capital Management Inc. | 16 | $0 | 0.00% | +16 | New |
| WestEnd Advisors, LLC | 9 | $141 | 0.00% | – | – |
| Syverson Strege & Co | 81 | $1.00K | 0.00% | −145−64.2% | Reduced |
| USA Financial Portformulas Corp | 94 | $1.00K | 0.00% | −67−41.6% | Reduced |
| Jones Financial Companies LLLP | 90 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 63 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 70 | $1.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 73 | $1.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 61 | $1.00K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 63 | $1.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 45 | $1.00K | 0.00% | +45 | New |
| Mach-1 Financial Group, Inc. | 64 | $1.00K | 0.00% | +64 | New |
| Schubert & Co | 91 | $1.00K | 0.00% | +91 | New |
| Zullo Investment Group, Inc. | 64 | $1.00K | 0.00% | +64 | New |
| Stephens Consulting, LLC | 100 | $1.58K | 0.00% | +100 | New |
| Financial Perspectives, Inc | 101 | $1.59K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 114 | $2.00K | 0.00% | −905−88.8% | Reduced |
| Charter Oak Capital Management, LLC | 137 | $2.00K | 0.00% | −262−65.7% | Reduced |
| Baystate Wealth Management LLC | 113 | $2.00K | 0.00% | +1+0.9% | Added |
| Carmichael Hill & Associates, Inc. | 153 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 144 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 126 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 150 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 128 | $2.00K | 0.00% | +128 | New |
| KB Financial Partners, LLC | 145 | $2.00K | 0.00% | +145 | New |
| Cassady Schiller Wealth Management, LLC | 107 | $2.00K | 0.00% | +107 | New |
| Fortitude Advisory Group L.L.C. | 126 | $2.00K | 0.00% | +126 | New |
| TD Waterhouse Canada Inc. | 163 | $2.74K | 0.00% | +163 | New |
| West Paces Advisors Inc. | 179 | $2.82K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 202 | $3.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 212 | $3.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 197 | $3.00K | 0.00% | +1+0.5% | Added |
| West Branch Capital LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 160 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 165 | $3.00K | 0.00% | +1+0.6% | Added |
| MayTech Global Investments, LLC | 163 | $3.00K | 0.00% | +1+0.6% | Added |
| Ford Financial Group, LLC | 244 | $3.00K | 0.00% | +244 | New |
| Widmann Financial Services, Inc. | 200 | $3.00K | 0.00% | +200 | New |
| Archer Investment Corp | 200 | $3.15K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 253 | $4.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 266 | $4.00K | 0.00% | −1−0.4% | Reduced |
| Accel Wealth Management | 283 | $4.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 182 | $4.00K | 0.00% | −173−48.7% | Reduced |
| South State Corp. | 231 | $4.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 227 | $4.00K | 0.00% | +3+1.3% | Added |
| Norway Savings Bank | 233 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 232 | $4.00K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 242 | $4.00K | 0.00% | +142+142.0% | Added |
| CVA Family Office, LLC | 260 | $4.00K | 0.00% | +260 | New |
| Dark Forest Capital Management LP | 224 | $4.00K | 0.00% | +224 | New |
| Cornerstone Management, Inc. | 254 | $4.01K | 0.00% | +254 | New |
| Arcadia Investment Advisors LLC | 300 | $4.73K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 334 | $5.00K | 0.00% | +2+0.6% | Added |
| Coastal Capital Group, Inc. | 293 | $5.00K | 0.00% | +3+1.0% | Added |
| Arlington Partners LLC | 288 | $5.00K | 0.00% | +288 | New |
| Kenfarb & Co. | 304 | $5.00K | 0.00% | +304 | New |
| Baldwin Brothers Inc | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| Trust Co | 406 | $6.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 389 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 410 | $6.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 371 | $6.00K | 0.00% | +3+0.8% | Added |
| Family CFO Inc | 400 | $6.00K | 0.01% | +400 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 435 | $6.00K | 0.00% | +435 | New |
| Rise Advisors, LLC | 389 | $6.14K | 0.01% | +389 | New |
| Creative Financial Designs Inc | 464 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 428 | $7.00K | 0.00% | −32−7.0% | Reduced |
| Cribstone Capital Management, LLC | 464 | $7.00K | 0.00% | +64+16.0% | Added |
| Capital Advisors, Ltd. LLC | 416 | $7.00K | 0.00% | +296+246.7% | Added |
| Norwood Financial Corp | 450 | $7.00K | 0.01% | +450 | New |
| Aspire Private Capital, LLC | 415 | $7.00K | 0.00% | +415 | New |
| Amplius Wealth Advisors, LLC | 471 | $7.00K | 0.00% | +471 | New |
| American State Bank (Iowa) | 450 | $7.10K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 523 | $8.00K | 0.00% | +4+0.8% | Added |
| O'Dell Group, LLC | 518 | $8.00K | 0.00% | +4+0.8% | Added |
| JTC Employer Solutions Trusteee Ltd | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 500 | $8.00K | 0.00% | +500 | New |
| Aquatic Capital Management LLC | 500 | $8.00K | 0.02% | +500 | New |
| Delta Asset Management LLC | 551 | $9.00K | 0.00% | 00.0% | Unchanged |