| Simon Quick Advisors, LLC | 5 | $0 | 0.00% | −95−95.0% | Reduced |
| Gemmer Asset Management LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 6 | $0 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 60 | $0 | 0.00% | +60 | New |
| GoalVest Advisory LLC | 2 | $0 | 0.00% | +2 | New |
| Gould Capital, LLC | 21 | $1.00K | 0.00% | −288−93.2% | Reduced |
| Sageworth Trust Co of South Dakota | 16 | $1.00K | 0.00% | −79−83.2% | Reduced |
| Lenox Wealth Advisors, LLC | 7 | $1.00K | 0.00% | −15−68.2% | Reduced |
| Surevest, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 9 | $1.00K | 0.00% | +2+28.6% | Added |
| Loomis Sayles & Co L P | 35 | $2.00K | 0.00% | −35−50.0% | Reduced |
| Providence Capital Advisors, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 25 | $2.00K | 0.00% | −21−45.7% | Reduced |
| Sierra Capital LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 29 | $2.00K | 0.00% | +29 | New |
| Pinnacle Financial Partners Inc | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 40 | $3.00K | 0.00% | +10+33.3% | Added |
| Endurance Wealth Management, Inc. | 50 | $3.00K | 0.00% | +50 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 63 | $4.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 62 | $4.00K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 61 | $4.00K | 0.00% | +1+1.7% | Added |
| PFG Private Wealth Management, LLC | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 53 | $4.00K | 0.00% | +53 | New |
| Cyrus J. Lawrence, LLC | 56 | $4.00K | 0.00% | +56 | New |
| Pin Oak Investment Advisors Inc | 69 | $5.00K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 71 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 70 | $5.00K | 0.00% | +1+1.4% | Added |
| Ci Investments Inc. | 69 | $5.00K | 0.00% | +12+21.1% | Added |
| Tucker Asset Management LLC | 80 | $5.54K | 0.00% | −200−71.4% | Reduced |
| FinTrust Capital Advisors, LLC | 81 | $6.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 83 | $6.00K | 0.00% | +83 | New |
| Raffa Wealth Management, LLC | 101 | $7.00K | 0.00% | −2−1.9% | Reduced |
| RE Dickinson Investment Advisors, LLC | 100 | $7.00K | 0.00% | −1,718−94.5% | Reduced |
| American Research & Management Co. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | – | $7.00K | 0.00% | – | – |
| Aua Capital Management, LLC | 98 | $7.00K | 0.00% | +21+27.3% | Added |
| Evoke Wealth, LLC | 119 | $8.00K | 0.00% | −208−63.6% | Reduced |
| Washington Trust Co | 118 | $8.00K | 0.00% | −31−20.8% | Reduced |
| Stonebridge Capital Advisors LLC | 116 | $8.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 111 | $8.00K | 0.00% | +111 | New |
| Blume Capital Management, Inc. | 130 | $9.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 150 | $10.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 140 | $10.0K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 142 | $10.0K | 0.00% | +31+27.9% | Added |
| Insight Financial Services | 159 | $11.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 179 | $12.0K | 0.00% | +2+1.1% | Added |
| Sutton Wealth Advisors Inc. | 187 | $13.0K | 0.00% | +2+1.1% | Added |
| Essex Investment Management Co LLC | 185 | $13.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 191 | $13.0K | 0.00% | +16+9.1% | Added |
| High Net Worth Advisory Group LLC | 182 | $13.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 201 | $14.0K | 0.00% | −9−4.3% | Reduced |
| Brewin Dolphin Ltd | 203 | $14.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 207 | $14.0K | 0.00% | +205+10,250.0% | Added |
| BDO Wealth Advisors, LLC | 223 | $15.0K | 0.00% | −22−9.0% | Reduced |
| Freedman Financial Associates, Inc. | 218 | $15.0K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 227 | $15.0K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 223 | $15.0K | 0.00% | +223 | New |
| Iron Horse Wealth Management, LLC | 225 | $16.0K | 0.01% | +225 | New |
| SOA Wealth Advisors, LLC. | 258 | $17.0K | 0.00% | +3+1.2% | Added |
| Earnest Partners LLC | 239 | $17.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 260 | $18.0K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 269 | $18.6K | 0.01% | +269 | New |
| Centerpoint Advisors, LLC | 270 | $19.0K | 0.01% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 1,413,651 | $20.0K | 0.09% | +1,396,348+8,070.0% | Added |
| Resources Management Corp | 295 | $20.0K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 294 | $20.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 284 | $20.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 284 | $20.0K | 0.00% | 00.0% | Unchanged |
| Monolith Advisors | 285 | $20.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 293 | $20.0K | 0.00% | +175+148.3% | Added |
| Independence Bank of Kentucky | 308 | $21.0K | 0.01% | +308 | New |
| Heritage Wealth Management, LLC | 300 | $21.0K | 0.01% | +300 | New |
| Albion Financial Group | 323 | $22.0K | 0.00% | +3+0.9% | Added |
| Zullo Investment Group, Inc. | 319 | $22.0K | 0.01% | +270+551.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 330 | $23.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 326 | $23.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 332 | $23.0K | 0.01% | +332 | New |
| AlphaMark Advisors, LLC | 340 | $24.0K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 352 | $24.0K | 0.03% | +70+24.8% | Added |
| Kistler-Tiffany Companies, LLC | 357 | $25.0K | 0.00% | +3+0.8% | Added |
| Valley National Advisers Inc | 380 | $26.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 376 | $26.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 393 | $27.0K | 0.01% | −483−55.1% | Reduced |
| Pflug Koory, LLC | 393 | $27.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 386 | $27.0K | 0.01% | +15+4.0% | Added |
| Parkside Financial Bank & Trust | 390 | $27.0K | 0.01% | +31+8.6% | Added |
| Leonteq Securities AG | 401 | $27.8K | 0.00% | +401 | New |
| Antonetti Capital Management LLC | 400 | $28.0K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 408 | $28.0K | 0.01% | 00.0% | Unchanged |