| Family Firm, Inc. | 911 | $67.4K | 0.02% | +911 | New |
| Catalyst Funds Management Pty Ltd | 900 | $66.6K | 0.02% | +900 | New |
| Signaturefd, LLC | 891 | $65.9K | 0.00% | −120−11.9% | Reduced |
| Ronald Blue Trust, Inc. | 686 | $52.6K | 0.00% | +635+1,245.1% | Added |
| North Star Investment Management Corp. | 696 | $51.5K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 673 | $50.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 654 | $48.4K | 0.00% | −8−1.2% | Reduced |
| Manchester Capital Management LLC | 619 | $45.8K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 490 | $36.3K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 480 | $35.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 463 | $34.3K | 0.00% | +207+80.9% | Added |
| Atwood & Palmer Inc | 448 | $33.2K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 452 | $33.0K | 0.01% | 00.0% | Unchanged |
| Nixon Capital, LLC | 440 | $32.6K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 421 | $31.2K | 0.01% | −37−8.1% | Reduced |
| Washington Trust Co | 400 | $29.6K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 400 | $29.6K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 350 | $25.9K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 347 | $25.7K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 341 | $25.2K | 0.00% | +121+55.0% | Added |
| GWM Advisors LLC | 274 | $20.3K | 0.00% | +208+315.2% | Added |
| Anchor Investment Management, LLC | 272 | $20.1K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 267 | $19.8K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 264 | $19.5K | 0.00% | +234+780.0% | Added |
| Concord Wealth Partners | 252 | $18.6K | 0.00% | −771−75.4% | Reduced |
| Allworth Financial LP | 246 | $18.2K | 0.00% | −149−37.7% | Reduced |
| Strategic Investment Solutions, Inc. | 232 | $17.6K | 0.01% | +232 | New |
| LRI Investments, LLC | 234 | $17.3K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 231 | $17.1K | 0.01% | +2+0.9% | Added |
| Huntington National Bank | 225 | $16.6K | 0.00% | +24+11.9% | Added |
| Nomura Asset Management Co Ltd | 220 | $16.3K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 210 | $16.1K | 0.00% | +10+5.0% | Added |
| Canada Pension Plan Investment Board | 200 | $14.8K | 0.00% | −12,700−98.4% | Reduced |
| Quarry LP | 197 | $14.6K | 0.01% | −734−78.8% | Reduced |
| Smartleaf Asset Management LLC | 194 | $14.4K | 0.00% | +109+128.2% | Added |
| Unique Wealth Strategies, LLC | 183 | $14.0K | 0.01% | +183 | New |
| Whittier Trust Co | 175 | $12.9K | 0.00% | +175 | New |
| Whittier Trust Co of Nevada Inc | 165 | $12.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 148 | $11.0K | 0.00% | +3+2.1% | Added |
| Leonteq Securities AG | 147 | $10.9K | 0.00% | +147 | New |
| FIL Ltd | 137 | $10.1K | 0.00% | +137 | New |
| National Bank of Canada | 140 | $10.1K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 140 | $10.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 130 | $10.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 134 | $9.92K | 0.00% | +1+0.8% | Added |
| Pacific Center for Financial Services | 110 | $8.14K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 109 | $8.07K | 0.00% | +109 | New |
| Migdal Insurance & Financial Holdings Ltd. | 111 | $8.00K | 0.00% | +111 | New |
| Ashton Thomas Private Wealth, LLC | 106 | $7.84K | 0.00% | +106 | New |
| TimesSquare Capital Management, LLC | 100 | $7.40K | 0.00% | −17,900−99.4% | Reduced |
| Register Financial Advisors LLC | 99 | $7.33K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 93 | $6.88K | 0.00% | +93 | New |
| Lindbrook Capital, LLC | 92 | $6.81K | 0.00% | −4−4.2% | Reduced |
| CoreCap Advisors, LLC | 90 | $6.66K | 0.00% | +90 | New |
| Private Trust Co NA | 87 | $6.44K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 75 | $5.69K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 73 | $5.40K | 0.00% | +73 | New |
| Compass Wealth Management LLC | 59 | $4.37K | 0.00% | +59 | New |
| Gradient Investments LLC | 58 | $4.29K | 0.00% | +58 | New |
| Geneos Wealth Management Inc. | 57 | $4.22K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 53 | $4.15K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 55 | $4.07K | 0.00% | +6+12.2% | Added |
| Umb Bank N A | 54 | $4.00K | 0.00% | +29+116.0% | Added |
| City State Bank | 50 | $3.70K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 50 | $3.67K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 49 | $3.63K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 49 | $3.63K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 46 | $3.40K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 44 | $3.26K | 0.00% | +44 | New |
| Steward Partners Investment Advisory, LLC | 40 | $2.96K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 33 | $2.44K | 0.00% | +33 | New |
| RFP Financial Group LLC | 30 | $2.22K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 29 | $2.16K | 0.00% | +29 | New |
| Bruce G. Allen Investments, LLC | 28 | $2.07K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 26 | $2.00K | 0.00% | −8−23.5% | Reduced |
| Wetzel Investment Advisors, Inc. | 25 | $1.92K | 0.00% | −114−82.0% | Reduced |
| Lowe Wealth Advisors, LLC | 20 | $1.48K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 20 | $1.48K | 0.00% | +20 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 20 | $1.48K | 0.00% | +20 | New |
| Parkside Financial Bank & Trust | 19 | $1.41K | 0.00% | +19 | New |
| Beacon Capital Management, LLC | 18 | $1.33K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 17 | $1.26K | 0.00% | +17 | New |
| SJS Investment Consulting Inc. | 16 | $1.18K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 18 | $1.00K | 0.00% | −7−28.0% | Reduced |
| Financial Management Professionals, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 13 | $998 | 0.00% | +13 | New |
| Slocum, Gordon & Co LLP | 13 | $962 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $814 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 10 | $740 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 10 | $740 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $740 | 0.00% | +2+25.0% | Added |
| Farther Finance Advisors, LLC | 7 | $508 | 0.00% | −3−30.0% | Reduced |
| Sound Income Strategies, LLC | 5 | $370 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2 | $148 | 0.00% | +2 | New |
| Larson Financial Group LLC | 1 | $74 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $74 | 0.00% | +1 | New |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −570,691−100.0% | Sold out |
| Simcoe Capital Management, LLC | 0 | $0 | 0.00% | −260,340−100.0% | Sold out |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −151,510−100.0% | Sold out |
