| Canada Pension Plan Investment Board | 10 | $0 | 0.00% | −147,725−100.0% | Reduced |
| First Horizon Corp | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,904 | $39 | 0.00% | +1,865+4,782.1% | Added |
| WestEnd Advisors, LLC | – | $48 | 0.00% | – | New |
| Arcadia Investment Advisors LLC | 14 | $683 | 0.00% | +14 | New |
| West Paces Advisors Inc. | 19 | $927 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 17 | $1.00K | 0.00% | −7−29.2% | Reduced |
| Standard Family Office LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 39 | $2.00K | 0.00% | −1,587−97.6% | Reduced |
| Evoke Wealth, LLC | 37 | $2.00K | 0.00% | −27−42.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 41 | $2.00K | 0.00% | −14−25.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 40 | $2.00K | 0.00% | +40 | New |
| Eagle Bay Advisors LLC | 32 | $2.00K | 0.00% | +32 | New |
| Halpern Financial, Inc. | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 45 | $2.20K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 65 | $3.00K | 0.00% | −25−27.8% | Reduced |
| Cordasco Financial Network | 66 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 66 | $3.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 57 | $3.00K | 0.00% | −2−3.4% | Reduced |
| Rockbridge Investment Management, LCC | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 53 | $3.00K | 0.00% | +41+341.7% | Added |
| Glen Eagle Advisors, LLC | 66 | $3.22K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 74 | $4.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 96 | $4.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 88 | $4.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 87 | $4.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 83 | $4.00K | 0.00% | +83 | New |
| TCTC Holdings, LLC | 93 | $5.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 109 | $5.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 98 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 97 | $5.00K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 108 | $5.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 120 | $5.00K | 0.00% | +44+57.9% | Added |
| Earnest Partners LLC | 126 | $6.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 114 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 120 | $6.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 116 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 119 | $6.00K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 132 | $6.44K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 163 | $8.00K | 0.00% | −26−13.8% | Reduced |
| JNBA Financial Advisors | 169 | $8.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 169 | $8.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 156 | $8.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 162 | $8.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 154 | $8.00K | 0.00% | +4+2.7% | Added |
| Sutton Wealth Advisors Inc. | 169 | $8.25K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 190 | $9.00K | 0.00% | −80−29.6% | Reduced |
| Old Second National Bank of Aurora | 192 | $9.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 190 | $9.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 186 | $9.00K | 0.00% | +12+6.9% | Added |
| Bartlett & Co. Wealth Management LLC | 200 | $9.76K | 0.00% | −100−33.3% | Reduced |
| Bartlett & Co. LLC | 200 | $10.0K | 0.00% | −100−33.3% | Reduced |
| 1832 Asset Management L.P. | 198 | $10.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 195 | $10.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 213 | $10.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 225 | $11.0K | 0.00% | −1−0.4% | Reduced |
| Prestige Wealth Management Group LLC | 221 | $11.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 242 | $12.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 242 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 245 | $12.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 246 | $12.0K | 0.00% | +226+1,130.0% | Added |
| Anchor Investment Management, LLC | 264 | $12.9K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 262 | $13.0K | 0.00% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 291 | $14.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 292 | $14.0K | 0.01% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 284 | $14.0K | 0.01% | +284 | New |
| Lindbrook Capital, LLC | 313 | $15.0K | 0.00% | −6−1.9% | Reduced |
| North Star Investment Management Corp. | 308 | $15.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 330 | $16.0K | 0.00% | −78−19.1% | Reduced |
| Glassman Wealth Services | 334 | $16.0K | 0.00% | +33+11.0% | Added |
| Ancora Advisors, LLC | 337 | $16.0K | 0.00% | +137+68.5% | Added |
| Cullen/Frost Bankers, Inc. | 352 | $17.0K | 0.00% | −68−16.2% | Reduced |
| Brewin Dolphin Ltd | 388 | $18.9K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 398 | $19.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 394 | $20.0K | 0.00% | +55+16.2% | Added |
| TD Private Client Wealth LLC | 425 | $20.7K | 0.00% | +82+23.9% | Added |
| MCF Advisors LLC | 440 | $21.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 420 | $21.0K | 0.01% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 421 | $21.0K | 0.01% | +35+9.1% | Added |
| Arcadia Investment Management Corp | 434 | $21.0K | 0.00% | +170+64.4% | Added |
| Logan Capital Management Inc | 441 | $22.0K | 0.00% | −197−30.9% | Reduced |
| Lee Financial Co | 450 | $22.0K | 0.00% | 00.0% | Unchanged |