| GW&K Investment Management, LLC | 3 | $0 | 0.00% | +3 | New |
| Summit Wealth Group, LLC | 196,897 | $2 | 0.05% | +196,897 | New |
| Tfo-TDC, LLC | 3 | $279 | 0.00% | +2+200.0% | Added |
| Sofos Investments, Inc. | 93 | $537 | 0.02% | +11+13.4% | Added |
| Canada Pension Plan Investment Board | 10 | $929 | 0.00% | −3−23.1% | Reduced |
| WestEnd Advisors, LLC | – | $929 | 0.00% | – | – |
| Bourgeon Capital Management LLC | 10 | $930 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 10 | $968 | 0.00% | +10 | New |
| Highlander Capital Management, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $1.00K | 0.00% | +15 | New |
| NFJ Investment Group, LLC | 13 | $1.21K | 0.00% | −4,719−99.7% | Reduced |
| Winch Advisory Services, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 27 | $2.51K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 29 | $2.67K | 0.00% | +29 | New |
| ClariVest Asset Management LLC | 35 | $3.00K | 0.00% | −3−7.9% | Reduced |
| Morton Brown Family Wealth, LLC | 39 | $3.62K | 0.00% | +39 | New |
| Carolina Wealth Advisors, LLC | 40 | $3.72K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 42 | $3.90K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 44 | $4.09K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 48 | $4.46K | 0.00% | −45−48.4% | Reduced |
| SkyView Investment Advisors, LLC | 56 | $5.00K | 0.00% | +56 | New |
| Longfellow Investment Management Co LLC | 55 | $5.11K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 57 | $5.30K | 0.35% | −31−35.2% | Reduced |
| Y.D. More Investments Ltd | 60 | $5.58K | 0.00% | −1,552−96.3% | Reduced |
| Strategic Investment Solutions, Inc. | 66 | $6.13K | 0.00% | +66 | New |
| Morgan Dempsey Capital Management LLC | 72 | $6.69K | 0.00% | −123−63.1% | Reduced |
| TFC Financial Management | 75 | $6.97K | 0.00% | +18+31.6% | Added |
| New Millennium Group LLC | 77 | $7.12K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 79 | $7.34K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 82 | $7.62K | 0.01% | +82 | New |
| Disciplined Investments, LLC | 83 | $7.71K | 0.00% | −4−4.6% | Reduced |
| Retirement Group, LLC | 86 | $8.00K | 0.00% | +86 | New |
| Mendota Financial Group, LLC | 101 | $8.36K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 96 | $8.92K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 102 | $9.48K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 104 | $9.66K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 107 | $11.0K | 0.00% | +107 | New |
| DB Wealth Management Group, LLC | 125 | $11.6K | 0.01% | 00.0% | Unchanged |
| Lansing Street Advisors | 129 | $11.9K | 0.01% | +1+0.8% | Added |
| Bellwether Advisors, LLC | 135 | $12.5K | 0.00% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 138 | $13.0K | 0.00% | +13+10.4% | Added |
| FNY Investment Advisers, LLC | 150 | $13.0K | 0.02% | −720−82.8% | Reduced |
| Annapolis Financial Services, LLC | 140 | $13.0K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 154 | $14.3K | 0.01% | +14+10.0% | Added |
| BOK Financial Private Wealth, Inc. | 155 | $14.4K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 164 | $15.2K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 170 | $15.8K | 0.01% | +170 | New |
| HighMark Wealth Management LLC | 171 | $15.9K | 0.01% | +1+0.6% | Added |
| McClarren Financial Advisors, Inc. | 190 | $16.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 173 | $16.0K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 172 | $16.0K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 178 | $16.5K | 0.01% | +178 | New |
| Legend Financial Advisors, Inc. | 186 | $17.3K | 0.01% | −299−61.6% | Reduced |
| Worth Asset Management, LLC | 189 | $17.6K | 0.01% | +189 | New |
| Baldrige Asset Management LLC | 191 | $18.0K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 195 | $18.1K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 200 | $18.6K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $18.6K | 0.02% | – | – |
| Intelligent Financial Strategies | 200 | $18.6K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 200 | $18.6K | 0.00% | +200 | New |
| Strengthening Families & Communities, LLC | 200 | $19.0K | 0.02% | +200 | New |
| SJS Investment Consulting Inc. | 208 | $19.3K | 0.01% | +8+4.0% | Added |
| Orion Capital Management LLC | 209 | $19.4K | 0.01% | 00.0% | Unchanged |
| Sturgeon Ventures LLP | 215 | $20.0K | 0.03% | +215 | New |
| MBM Wealth Consultants, LLC | 220 | $20.0K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 232 | $22.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 252 | $23.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 240 | $23.0K | 0.01% | −47−16.4% | Reduced |
| Raffa Wealth Management, LLC | 262 | $24.3K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 270 | $25.1K | 0.02% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 271 | $25.2K | 0.01% | +71+35.5% | Added |
| Luken Investment Analytics, LLC | 272 | $25.3K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 277 | $26.0K | 0.00% | −193−41.1% | Reduced |
| NewSquare Capital LLC | 283 | $26.3K | 0.00% | +253+843.3% | Added |
| Rational Advisors LLC | 290 | $26.9K | 0.00% | −11,385−97.5% | Reduced |
| Ogorek Anthony Joseph | 298 | $27.0K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 298 | $27.7K | 0.00% | +132+79.5% | Added |
| Clear Investment Research, LLC | 300 | $27.9K | 0.05% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 300 | $27.9K | 0.02% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 323 | $30.0K | 0.02% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 326 | $30.3K | 0.00% | +326 | New |
| IMA Wealth, Inc. | 328 | $30.5K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 330 | $30.7K | 0.03% | +330 | New |
| Altshuler Shaham Ltd | 341 | $31.7K | 0.00% | +341 | New |
| Cohen & Steers, Inc. | 349 | $32.0K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 365 | $33.9K | 0.01% | −2−0.5% | Reduced |
| Evolution Advisers, Inc. | 380 | $35.0K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 393 | $36.5K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 386 | $36.9K | 0.02% | −15−3.7% | Reduced |
| Cowen Prime Advisors LLC | 394 | $37.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 403 | $37.4K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 406 | $37.7K | 0.04% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 404 | $38.0K | 0.04% | 00.0% | Unchanged |
| Accel Wealth Management | 412 | $38.3K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 418 | $38.8K | 0.02% | −2−0.5% | Reduced |
| Steward Financial Group LLC | 420 | $39.0K | 0.01% | +84+25.0% | Added |
| Johnson Midwest Financial, LLC | 421 | $39.1K | 0.06% | +2+0.5% | Added |
| True Wealth Design, LLC | 421 | $39.1K | 0.02% | +400+1,904.8% | Added |
| Ritter Daniher Financial Advisory LLC | 427 | $39.7K | 0.02% | +400+1,481.5% | Added |
| Legacy Bridge, LLC | 430 | $40.0K | 0.03% | 00.0% | Unchanged |