| Harvest Fund Management Co., Ltd | 1 | $0 | 0.00% | −448−99.8% | Reduced |
| Asset Dedication, LLC | 27 | $0 | 0.00% | +15+125.0% | Added |
| WestEnd Advisors, LLC | 2 | $176 | 0.00% | – | – |
| Credential Qtrade Securities Inc. | 9 | $794 | 0.00% | +9 | New |
| Global Financial Private Client, LLC | 11 | $971 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 7 | $1.00K | 0.00% | −100−93.5% | Reduced |
| Harbor Investment Advisory, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Addison Advisors LLC | 12 | $1.00K | 0.00% | +12 | New |
| Curi Capital | 15 | $1.00K | 0.00% | +15 | New |
| Washington Trust Advisors, Inc. | 15 | $1.00K | 0.00% | +15 | New |
| Cassady Schiller Wealth Management, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Confluence Wealth Services, Inc. | 12 | $1.00K | 0.00% | +12 | New |
| Lazard Asset Management LLC | 24 | $2.00K | 0.00% | −8,471−99.7% | Reduced |
| BerganKDV Wealth Management, LLC | 21 | $2.00K | 0.00% | −50−70.4% | Reduced |
| HM Payson & Co | 25 | $2.00K | 0.00% | −33−56.9% | Reduced |
| First Bank & Trust | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 23 | $2.00K | 0.00% | +23 | New |
| KB Financial Partners, LLC | 20 | $2.00K | 0.00% | +20 | New |
| Versant Capital Management, Inc | 38 | $3.00K | 0.00% | −4−9.5% | Reduced |
| Fieldpoint Private Securities, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 34 | $3.00K | 0.00% | +34 | New |
| Sierra Capital LLC | 30 | $3.00K | 0.00% | +30 | New |
| Schubert & Co | 34 | $3.00K | 0.00% | +34 | New |
| Bell Investment Advisors, Inc | 48 | $4.00K | 0.00% | −11−18.6% | Reduced |
| Widmann Financial Services, Inc. | 50 | $4.00K | 0.00% | +50 | New |
| Raffa Wealth Management, LLC | 50 | $4.41K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 62 | $5.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 52 | $5.00K | 0.00% | +26+100.0% | Added |
| James Investment Research Inc | 60 | $5.00K | 0.00% | +60 | New |
| JFS Wealth Advisors, LLC | 60 | $5.00K | 0.00% | +60 | New |
| Plante Moran Financial Advisors, LLC | 68 | $6.00K | 0.00% | −542−88.9% | Reduced |
| Central Trust Co | 65 | $6.00K | 0.00% | −7−9.7% | Reduced |
| JNBA Financial Advisors | 73 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 65 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 72 | $6.00K | 0.00% | +72 | New |
| Amplius Wealth Advisors, LLC | 88 | $7.00K | 0.00% | +88 | New |
| West Paces Advisors Inc. | 86 | $7.59K | 0.00% | −83−49.1% | Reduced |
| Huntington National Bank | 92 | $8.00K | 0.00% | −194−67.8% | Reduced |
| Disciplined Investments, LLC | 85 | $8.00K | 0.00% | +85 | New |
| NuWave Investment Management, LLC | 106 | $9.00K | 0.01% | −491−82.2% | Reduced |
| Carroll Financial Associates, Inc. | 116 | $9.00K | 0.00% | −3−2.5% | Reduced |
| Optimum Investment Advisors | 105 | $9.00K | 0.00% | +1+1.0% | Added |
| Sugarloaf Wealth Management, LLC | 101 | $9.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 120 | $10.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 113 | $10.0K | 0.01% | +113 | New |
| Gould Capital, LLC | 112 | $10.0K | 0.01% | +112 | New |
| Atlas Capital Advisors LLC | 126 | $11.1K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 133 | $11.7K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 138 | $12.0K | 0.00% | +16+13.1% | Added |
| First Community Trust NA | 140 | $12.4K | 0.01% | +140 | New |
| Ten Capital Wealth Advisors, LLC | 150 | $13.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 151 | $13.0K | 0.00% | +7+4.9% | Added |
| Strategic Asset Management, LLC | 154 | $14.0K | 0.02% | +56+57.1% | Added |
| American Portfolios Advisors | 167 | $14.7K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 180 | $16.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 185 | $16.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 180 | $16.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 178 | $16.0K | 0.00% | +178 | New |
| Cambridge Trust Co | 182 | $16.0K | 0.00% | +182 | New |
| Catalyst Capital Advisors LLC | 192 | $17.0K | 0.00% | −16−7.7% | Reduced |
| Tarbox Family Office, Inc. | 190 | $17.0K | 0.00% | −2−1.0% | Reduced |
| SJS Investment Consulting Inc. | 187 | $17.0K | 0.01% | +187 | New |
| 1832 Asset Management L.P. | 200 | $18.0K | 0.00% | −233,835−99.9% | Reduced |
| Norwood Financial Corp | 200 | $18.0K | 0.02% | +200 | New |
| CoreCap Advisors, LLC | 202 | $18.0K | 0.00% | +202 | New |
| AlphaMark Advisors, LLC | 215 | $19.0K | 0.01% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 225 | $19.0K | 0.01% | +225 | New |
| Sargent Bickham Lagudis LLC | 221 | $20.0K | 0.00% | −254−53.5% | Reduced |
| Prestige Wealth Management Group LLC | 221 | $20.0K | 0.00% | −4−1.8% | Reduced |
| Baron Financial Group, LLC | 230 | $20.3K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 243 | $21.0K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 243 | $21.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 236 | $21.0K | 0.00% | +13+5.8% | Added |
| TCI Wealth Advisors, Inc. | 238 | $21.0K | 0.00% | +155+186.7% | Added |
| EverSource Wealth Advisors, LLC | 248 | $22.0K | 0.01% | +248 | New |
| Kozak & Associates, Inc. | 266 | $23.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 262 | $23.0K | 0.01% | +262 | New |
| Patriot Financial Group Insurance Agency, LLC | 269 | $24.0K | 0.00% | +1+0.4% | Added |
| Silvant Capital Management LLC | 265 | $24.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 298 | $26.0K | 0.00% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 300 | $26.0K | 0.00% | +300 | New |
| Exchange Traded Concepts, LLC | 316 | $28.0K | 0.00% | +316 | New |
| High Net Worth Advisory Group LLC | 333 | $29.0K | 0.01% | +333 | New |
| First Horizon Advisors, Inc. | 350 | $30.0K | 0.00% | −161−31.5% | Reduced |
| Glassman Wealth Services | 340 | $30.0K | 0.01% | +16+4.9% | Added |
| Trust Co of Vermont | 344 | $30.0K | 0.00% | +344 | New |
| Sittner & Nelson, LLC | 347 | $31.0K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 387 | $34.0K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 400 | $35.0K | 0.01% | −3,000−88.2% | Reduced |
| Harbour Investments, Inc. | 409 | $36.0K | 0.00% | −188−31.5% | Reduced |
| CVA Family Office, LLC | 415 | $37.0K | 0.01% | +415 | New |
| Seldon Capital LP | 427 | $38.0K | 0.02% | +427 | New |