| Public Employees Retirement Association of Colorado | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 11,757 | $221 | 0.01% | +11,757 | New |
| Tucker Asset Management LLC | 16 | $851 | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 23 | $1.22K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 25 | $1.33K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 34 | $2.00K | 0.00% | −125−78.6% | Reduced |
| Coastal Capital Group, Inc. | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 60 | $3.00K | 0.00% | +60 | New |
| Assetmark, Inc | 73 | $4.00K | 0.00% | +2+2.8% | Added |
| Cypress Capital Management LLC (WY) | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 98 | $5.00K | 0.00% | −8,600−98.9% | Reduced |
| Earnest Partners LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $5.00K | 0.00% | – | – |
| Lowe Wealth Advisors, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 103 | $5.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 103 | $5.00K | 0.00% | +103 | New |
| JTC Employer Solutions Trusteee Ltd | 100 | $5.00K | 0.00% | +100 | New |
| Laffer Tengler Investments | 100 | $5.32K | 0.00% | +100 | New |
| Wagner Wealth Management, LLC | 106 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 120 | $6.00K | 0.00% | +120 | New |
| Wealth Quarterback LLC | 100 | $6.00K | 0.00% | +100 | New |
| Mach-1 Financial Group, Inc. | 123 | $6.00K | 0.00% | +123 | New |
| Glen Eagle Advisors, LLC | 125 | $6.65K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 129 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 139 | $7.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 130 | $7.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 137 | $7.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 130 | $7.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 136 | $7.00K | 0.00% | +136 | New |
| Goodwin Investment Advisory | 150 | $8.00K | 0.01% | −150−50.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 145 | $8.00K | 0.00% | +50+52.6% | Added |
| Atwood & Palmer Inc | 175 | $9.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 170 | $9.00K | 0.00% | +170 | New |
| West Paces Advisors Inc. | 200 | $10.6K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 200 | $11.0K | 0.00% | −1,050−84.0% | Reduced |
| Central Trust Co | 209 | $11.0K | 0.00% | +6+3.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 212 | $11.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 217 | $11.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 225 | $11.0K | 0.00% | +54+31.6% | Added |
| Selective Wealth Management, Inc. | 210 | $11.0K | 0.01% | +175+500.0% | Added |
| Brendel Financial Advisors LLC | 200 | $11.0K | 0.01% | +200 | New |
| City Holding Co | 220 | $12.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 225 | $12.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 221 | $12.0K | 0.00% | +161+268.3% | Added |
| Vectors Research Management, LLC | 250 | $13.0K | 0.00% | +250 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 237 | $13.0K | 0.00% | +237 | New |
| Parisi Gray Wealth Management | 266 | $14.0K | 0.01% | +266 | New |
| Brown Brothers Harriman & Co | 284 | $15.0K | 0.00% | −303−51.6% | Reduced |
| Harbor Investment Advisory, LLC | 290 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 273 | $15.0K | 0.01% | +11+4.2% | Added |
| Global Financial Private Client, LLC | 300 | $15.3K | 0.01% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 300 | $16.0K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 319 | $16.0K | 0.00% | +300+1,578.9% | Added |
| Delos Wealth Advisors, LLC | 300 | $16.0K | 0.02% | +300 | New |
| Enterprise Financial Services Corp | 347 | $18.0K | 0.00% | −39−10.1% | Reduced |
| Perennial Advisors, LLC | 335 | $18.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 333 | $18.0K | 0.00% | +8+2.5% | Added |
| McIlrath & Eck, LLC | 331 | $18.0K | 0.01% | +25+8.2% | Added |
| Asset Dedication, LLC | 327 | $18.0K | 0.00% | +258+373.9% | Added |
| Ionic Capital Management LLC | 341 | $18.0K | 0.00% | +341 | New |
| Retirement Group, LLC | 363 | $19.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 354 | $19.0K | 0.00% | +234+195.0% | Added |
| Penserra Capital Management LLC | 364 | $19.0K | 0.00% | +364 | New |
| Personal Wealth Partners | 350 | $19.0K | 0.01% | +350 | New |
| Liberty Wealth Management LLC | 369 | $20.0K | 0.01% | +89+31.8% | Added |
| Sargent Bickham Lagudis LLC | 382 | $20.0K | 0.00% | +123+47.5% | Added |
| Plante Moran Financial Advisors, LLC | 400 | $21.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 400 | $21.3K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 450 | $24.0K | 0.01% | −200−30.8% | Reduced |
| FFT Wealth Management LLC | 444 | $24.0K | 0.01% | +444 | New |