| Public Employees Retirement System of Ohio | 318 | $27.7K | 0.00% | +47+17.3% | Added |
| Whittier Trust Co | 287 | $26.3K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 300 | $26.1K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 299 | $26.0K | 0.00% | +155+107.6% | Added |
| Global Retirement Partners, LLC | 272 | $23.7K | 0.00% | −1,010−78.8% | Reduced |
| American Capital Advisory, LLC | 262 | $22.8K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 256 | $22.3K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 244 | $21.2K | 0.00% | +97+66.0% | Added |
| Northwestern Mutual Wealth Management Co | 242 | $21.1K | 0.00% | −253−51.1% | Reduced |
| Parkside Financial Bank & Trust | 238 | $20.7K | 0.00% | +46+24.0% | Added |
| Johnson Financial Group, Inc. | 231 | $20.1K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 230 | $20.0K | 0.01% | 00.0% | Unchanged |
| Entrust Financial LLC | 209 | $18.2K | 0.01% | +209 | New |
| Brown Brothers Harriman & Co | 200 | $17.4K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 200 | $17.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 198 | $17.2K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 183 | $15.9K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 180 | $15.7K | 0.00% | +180 | New |
| Flagship Harbor Advisors, LLC | 177 | $15.4K | 0.00% | +177 | New |
| Keating Financial Advisory Services, Inc. | 171 | $14.9K | 0.00% | +171 | New |
| Essential Partners LLC | 167 | $14.5K | 0.00% | +44+35.8% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 156 | $13.6K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 153 | $13.3K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 150 | $13.1K | 0.00% | +150 | New |
| Ogorek Anthony Joseph | 155 | $13.0K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 146 | $13.0K | 0.00% | +146 | New |
| Signature Equity Partners, LLC | 148 | $12.9K | 0.01% | +148 | New |
| Wolff Wiese Magana LLC | 133 | $11.6K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 130 | $11.3K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 127 | $11.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 122 | $10.6K | 0.00% | +10+8.9% | Added |
| Sankala Group LLC | 95 | $9.98K | 0.01% | +95 | New |
| Massmutual Trust Co FSB | 114 | $9.93K | 0.00% | +12+11.8% | Added |
| DT Investment Partners, LLC | 107 | $9.32K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 107 | $9.32K | 0.00% | +107 | New |
| City State Bank | 100 | $8.71K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 100 | $8.71K | 0.00% | +100 | New |
| Private Trust Co NA | 98 | $8.54K | 0.00% | +98 | New |
| Bell Investment Advisors, Inc | 97 | $8.45K | 0.00% | +24+32.9% | Added |
| Larson Financial Group LLC | 94 | $8.19K | 0.00% | +7+8.0% | Added |
| JFS Wealth Advisors, LLC | 92 | $8.02K | 0.00% | +33+55.9% | Added |
| MTM Investment Management, LLC | 90 | $7.84K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 84 | $7.32K | 0.00% | +75+833.3% | Added |
| Financial Perspectives, Inc | 84 | $7.32K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 81 | $7.06K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 81 | $7.06K | 0.01% | +81 | New |
| Hillsdale Investment Management Inc. | 80 | $6.97K | 0.00% | +80 | New |
| Pinnacle Bancorp, Inc. | 76 | $6.62K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 72 | $6.27K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 69 | $6.01K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 69 | $6.01K | 0.00% | +69 | New |
| Sycomore Asset Management | 700 | $6.00K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 60 | $5.23K | 0.00% | +60 | New |
| Atlantic Trust, LLC | 58 | $5.05K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 53 | $4.75K | 0.00% | +33+165.0% | Added |
| True Wealth Design, LLC | 52 | $4.53K | 0.00% | −1−1.9% | Reduced |
| Core Alternative Capital | 52 | $4.53K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 51 | $4.44K | 0.00% | +23+82.1% | Added |
| High Note Wealth, LLC | 51 | $4.44K | 0.00% | −2−3.8% | Reduced |
| Harbour Investments, Inc. | 46 | $4.01K | 0.00% | +4+9.5% | Added |
| Geneos Wealth Management Inc. | 43 | $3.75K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 42 | $3.66K | 0.00% | +5+13.5% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 37 | $3.22K | 0.00% | +37 | New |
| Rosenberg Matthew Hamilton | 36 | $3.14K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 35 | $3.05K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 33 | $2.88K | 0.00% | +33 | New |
| Golden State Wealth Management, LLC | 30 | $2.61K | 0.00% | +10+50.0% | Added |
| IMA Wealth, Inc. | 29 | $2.53K | 0.00% | +25+625.0% | Added |
| Elyxium Wealth, LLC | 27 | $2.35K | 0.00% | +27 | New |
| Rossby Financial, LCC | 26 | $2.27K | 0.00% | +26 | New |
| Atwood & Palmer Inc | 24 | $2.09K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 23 | $2.00K | 0.00% | +10+76.9% | Added |
| Avion Wealth | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 21 | $1.83K | 0.00% | +4+23.5% | Added |
| Chilton Capital Management LLC | 21 | $1.83K | 0.00% | +21 | New |
| Crews Bank & Trust | 21 | $1.83K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 20 | $1.74K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 19 | $1.66K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 19 | $1.66K | 0.00% | +19 | New |
| J.Safra Asset Management Corp | 18 | $1.57K | 0.00% | +18 | New |
| Bayban | 17 | $1.48K | 0.00% | +17 | New |
| Kilter Group LLC | 14 | $1.22K | 0.00% | +14 | New |
| Optima Capital LLC | 14 | $1.22K | 0.00% | +14 | New |
| Bay Harbor Wealth Management, LLC | 13 | $1.13K | 0.00% | +6+85.7% | Added |
| SJS Investment Consulting Inc. | 11 | $959 | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 11 | $958 | 0.00% | +11 | New |
| Rialto Wealth Management, LLC | 10 | $872 | 0.00% | +2+25.0% | Added |
| Transamerica Financial Advisors, Inc. | 10 | $871 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 9 | $784 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $784 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 8 | $697 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 8 | $697 | 0.00% | +8 | New |
| Valued Wealth Advisors LLC | 7 | $610 | 0.00% | +2+40.0% | Added |
| Marquette Asset Management, LLC | 7 | $610 | 0.00% | +7 | New |
| Richardson Financial Services Inc. | 7 | $610 | 0.00% | +7 | New |
| Prestige Wealth Management Group LLC | 6 | $523 | 0.00% | 00.0% | Unchanged |
| Trust Co | 6 | $523 | 0.00% | +6 | New |
| Godfrey Financial Associates, Inc. | 6 | $523 | 0.00% | +6 | New |
| Oakworth Capital, Inc. | 5 | $436 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 5 | $436 | 0.00% | +5 | New |