| Harvest Fund Management Co., Ltd | 6 | $0 | 0.00% | −72−92.3% | Reduced |
| Mather Group, LLC. | 1 | $55 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $56 | 0.00% | −150−99.3% | Reduced |
| TFC Financial Management | 1 | $56 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $111 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $166 | 0.00% | +3 | New |
| Cassady Schiller Wealth Management, LLC | 4 | $220 | 0.00% | +4 | New |
| Parkworth Wealth Management, Inc. | 4 | $220 | 0.00% | +4 | New |
| Global Financial Private Client, LLC | 5 | $275 | 0.00% | +5 | New |
| Skopos Labs, Inc. | 6 | $331 | 0.00% | +6 | New |
| Cornerstone Planning Group LLC | 6 | $338 | 0.00% | +6 | New |
| Larson Financial Group LLC | 8 | $440 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $496 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 10 | $549 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 10 | $550 | 0.00% | +10 | New |
| Bokf, NA | 14 | $771 | 0.00% | +14 | New |
| Kayne Anderson Rudnick Investment Management LLC | 15 | $826 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 15 | $826 | 0.00% | +15 | New |
| Fortitude Family Office, LLC | 17 | $936 | 0.00% | +17 | New |
| SJS Investment Consulting Inc. | 18 | $991 | 0.00% | −11−37.9% | Reduced |
| Washington Trust Co | 18 | $991 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 19 | $1.05K | 0.00% | +19 | New |
| Coppell Advisory Solutions LLC | 20 | $1.10K | 0.00% | +20 | New |
| DiNuzzo Private Wealth, Inc. | 23 | $1.27K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 25 | $1.38K | 0.00% | +25 | New |
| Brown Brothers Harriman & Co | 26 | $1.43K | 0.00% | +26 | New |
| SBI Securities Co., Ltd. | 26 | $1.43K | 0.00% | +26 | New |
| Wolff Wiese Magana LLC | 30 | $1.65K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 32 | $1.76K | 0.00% | −53−62.4% | Reduced |
| Pinnacle Bancorp, Inc. | 34 | $1.87K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 35 | $1.93K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 36 | $1.98K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 37 | $2.04K | 0.00% | +37 | New |
| Van Hulzen Asset Management, LLC | 42 | $2.31K | 0.00% | +42 | New |
| Criterion Capital Advisors, LLC | 46 | $2.55K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 50 | $2.75K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 54 | $2.97K | 0.00% | +54 | New |
| Central Trust Co | 63 | $3.47K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 69 | $3.80K | 0.00% | −884−92.8% | Reduced |
| Parkside Financial Bank & Trust | 69 | $3.80K | 0.00% | +20+40.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 70 | $3.85K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 82 | $4.51K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 100 | $5.50K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 103 | $5.67K | 0.00% | +103 | New |
| Creative Financial Designs Inc | 105 | $5.78K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 107 | $5.89K | 0.00% | −88−45.1% | Reduced |
| Hollencrest Capital Management | 118 | $6.48K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 136 | $7.49K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 140 | $7.70K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 151 | $8.31K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 170 | $9.36K | 0.00% | −66−28.0% | Reduced |
| Rothschild Investment LLC | 179 | $9.85K | 0.00% | +179 | New |
| Global X Japan Co., Ltd. | 206 | $11.3K | 0.00% | −74−26.4% | Reduced |
| Ameritas Investment Partners, Inc. | 230 | $12.7K | 0.00% | −500−68.5% | Reduced |
| Covestor Ltd | 242 | $13.0K | 0.01% | −2−0.8% | Reduced |
| J.Safra Asset Management Corp | 240 | $13.2K | 0.00% | +67+38.7% | Added |
| Massmutual Trust Co FSB | 241 | $13.3K | 0.00% | −19−7.3% | Reduced |
| Farther Finance Advisors, LLC | 254 | $14.0K | 0.00% | −89−25.9% | Reduced |
| Clearstead Advisors, LLC | 258 | $14.2K | 0.00% | −30−10.4% | Reduced |
| Rise Advisors, LLC | 264 | $14.5K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 270 | $14.9K | 0.00% | −47,157−99.4% | Reduced |
| Bessemer Group Inc | 276 | $15.0K | 0.00% | −4,313−94.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 282 | $15.0K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 278 | $15.3K | 0.00% | +278 | New |
| Sierra Ocean, LLC | 279 | $15.4K | 0.01% | +279 | New |
| Allworth Financial LP | 270 | $15.5K | 0.00% | −3−1.1% | Reduced |
| Golden State Wealth Management, LLC | 292 | $16.1K | 0.00% | +292 | New |
| LGT Financial Advisors LLC | 308 | $17.0K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 340 | $19.0K | 0.00% | +78+29.8% | Added |
| New England Capital Financial Advisors LLC | 363 | $20.0K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 371 | $20.4K | 0.00% | +47+14.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 369 | $20.7K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 384 | $21.1K | 0.03% | +384 | New |
| Hemington Wealth Management | 402 | $22.0K | 0.01% | −4−1.0% | Reduced |
| WPG Advisers, LLC | 450 | $24.8K | 0.02% | +450 | New |
| Leonteq Securities AG | 451 | $24.8K | 0.00% | +451 | New |
| ORG Wealth Partners, LLC | 460 | $25.3K | 0.01% | +460 | New |
| Nomura Asset Management Co Ltd | 460 | $25.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 521 | $28.7K | 0.00% | −179−25.6% | Reduced |
| Cedar Mountain Advisors, LLC | 535 | $29.4K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 559 | $30.8K | 0.01% | −330−37.1% | Reduced |
| Richards, Merrill & Peterson, Inc. | 603 | $33.2K | 0.02% | +603 | New |
| Steward Partners Investment Advisory, LLC | 606 | $33.4K | 0.00% | −18−2.9% | Reduced |
| MAI Capital Management | 647 | $35.6K | 0.00% | +647 | New |
| Walleye Trading LLC | 659 | $36.3K | 0.00% | +659 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 662 | $36.4K | 0.00% | −22−3.2% | Reduced |
| CIBC Private Wealth Group, LLC | 670 | $37.2K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 700 | $38.5K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 700 | $40.0K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 800 | $44.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 848 | $46.7K | 0.00% | −85−9.1% | Reduced |
| Parallel Advisors, LLC | 902 | $49.6K | 0.00% | −291−24.4% | Reduced |
| Capital Analysts, LLC | 1,013 | $56.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,182 | $65.1K | 0.01% | +176+17.5% | Added |
| JFS Wealth Advisors, LLC | 1,333 | $73.4K | 0.01% | 00.0% | Unchanged |
| ARK Investment Management LLCSuperinvestorARK Invest | 1,425 | $78.4K | 0.00% | −247−14.8% | Reduced |
| Mainstream Capital Management LLC | 1,700 | $93.6K | 0.07% | +1,700 | New |
| EverSource Wealth Advisors, LLC | 1,729 | $95.2K | 0.01% | +288+20.0% | Added |
| Archer Investment Corp | 1,880 | $103.5K | 0.03% | 00.0% | Unchanged |
