| Farmers National Bank | 67,881 | $0 | – | +7,232+11.9% | Added |
| Transamerica Financial Advisors, Inc. | 18 | $1.00K | 0.02% | +3+20.0% | Added |
| Atticus Wealth Management, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Kelly Financial Services LLC | 58,078 | $1.10K | 0.04% | +56,983+5,203.9% | Added |
| WestEnd Advisors, LLC | – | $1.43K | 0.00% | – | New |
| Gs Investments, Inc. | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 40 | $2.00K | 0.00% | +40 | New |
| Costello Asset Management, INC | 60 | $3.00K | 0.00% | −530−89.8% | Reduced |
| Spectrum Management Group, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 82 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Services LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 100 | $5.00K | 0.01% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 100 | $5.00K | 0.00% | +100 | New |
| Syverson Strege & Co | 115 | $6.00K | 0.01% | −73−38.8% | Reduced |
| Paragon Wealth Strategies, LLC | 132 | $7.00K | 0.00% | +132 | New |
| Iron Horse Wealth Management, LLC | 153 | $8.00K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 188 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 166 | $9.00K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 170 | $9.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 160 | $9.00K | 0.01% | +1+0.6% | Added |
| Elmwood Wealth Management, Inc. | 161 | $9.00K | 0.00% | +100+163.9% | Added |
| Selective Wealth Management, Inc. | 194 | $10.0K | 0.01% | +100+106.4% | Added |
| Baldwin Brothers Inc | 180 | $10.0K | 0.00% | +180 | New |
| Kessler Investment Group, LLC | 193 | $10.0K | 0.01% | +193 | New |
| Evolution Wealth Advisors, LLC | 212 | $11.0K | 0.00% | −121−36.3% | Reduced |
| Lowe Wealth Advisors, LLC | 208 | $11.0K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 211 | $11.0K | 0.00% | +40+23.4% | Added |
| First Command Advisory Services, Inc. | 216 | $11.0K | 0.00% | +147+213.0% | Added |
| Johnson Midwest Financial, LLC | 229 | $12.0K | 0.01% | +1+0.4% | Added |
| Laurel Wealth Planning LLC | 224 | $12.0K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 219 | $12.0K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 254 | $13.0K | 0.00% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 250 | $13.0K | 0.00% | +250 | New |
| Tucker Asset Management LLC | 258 | $13.7K | 0.01% | −268−51.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 267 | $14.0K | 0.01% | −1,003−79.0% | Reduced |
| Sageworth Trust Co | 300 | $16.0K | 0.00% | −960−76.2% | Reduced |
| Interactive Financial Advisors | 300 | $16.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 300 | $16.0K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 300 | $16.0K | 0.00% | +300 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 360 | $19.0K | 0.14% | +360 | New |
| Activest Wealth Management | 378 | $20.0K | 0.02% | −341−47.4% | Reduced |
| Professional Financial Advisors, LLC | 375 | $20.0K | 0.01% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 400 | $21.0K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 402 | $21.0K | 0.02% | +11+2.8% | Added |
| Cranbrook Wealth Management, LLC | 442 | $23.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 426 | $23.0K | 0.01% | +210+97.2% | Added |
| Mizuho Securities Co. Ltd. | 459 | $24.0K | 0.00% | −13,618−96.7% | Reduced |
| McCarthy Asset Management, Inc. | 494 | $26.0K | 0.02% | +231+87.8% | Added |
| Tacita Capital Inc | 530 | $28.0K | 0.02% | −1,163−68.7% | Reduced |
| Capital Directions Investment Advisors, LLC | 535 | $28.0K | 0.01% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 554 | $29.0K | 0.01% | −128−18.8% | Reduced |
| Semmax Financial Advisors Inc. | 545 | $29.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 576 | $31.0K | 0.02% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 579 | $31.0K | 0.03% | +1+0.2% | Added |
| Lion Street Advisors, LLC | 600 | $31.8K | 1.15% | +600 | New |
| Hoey Investments, Inc | 597 | $32.0K | 0.01% | 00.0% | Unchanged |
| Avondale Wealth Management | 633 | $34.0K | 0.03% | 00.0% | Unchanged |
| Retirement Group, LLC | 657 | $35.0K | 0.02% | −643−49.5% | Reduced |
| Lake Point Wealth Management | 677 | $36.0K | 0.02% | +677 | New |
| Arcadia Investment Management Corp | 705 | $37.0K | 0.01% | +230+48.4% | Added |
| Stuart Chaussee & Associates, Inc. | 716 | $38.0K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 740 | $40.0K | 0.01% | +740 | New |
| Red Cedar Capital, LLC | 766 | $41.0K | 0.03% | −155−16.8% | Reduced |
| Emerald Advisers, LLC | 839 | $44.0K | 0.00% | +839 | New |
| Smith Asset Management Group LP | 871 | $46.0K | 0.00% | +725+496.6% | Added |
| Personal Wealth Partners | 862 | $46.0K | 0.02% | +862 | New |
| Moisand Fitzgerald Tamayo, LLC | 878 | $47.0K | 0.02% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 898 | $48.0K | 0.04% | −27−2.9% | Reduced |
| Disciplined Investments, LLC | 905 | $48.0K | 0.02% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 925 | $49.0K | 0.03% | +925 | New |
| Cohen & Steers, Inc. | 1,017 | $54.0K | 0.00% | −153−13.1% | Reduced |
| Avion Wealth | 1,048 | $56.0K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,089 | $58.0K | 0.03% | −100−8.4% | Reduced |
| Column Capital Advisors, LLC | 1,089 | $58.0K | 0.01% | +215+24.6% | Added |
| Larson Financial Group LLC | 1,129 | $60.0K | 0.01% | −743−39.7% | Reduced |
| Estate Counselors, LLC | 1,167 | $61.0K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 1,152 | $61.0K | 0.01% | +107+10.2% | Added |
| Penn Mutual Asset Management, LLC | 1,231 | $65.0K | 0.08% | −1,656−57.4% | Reduced |
| Raffa Wealth Management, LLC | 1,248 | $66.1K | 0.02% | −3,384−73.1% | Reduced |
| Optiver Holding B.V. | 1,263 | $67.0K | 0.01% | +1,263 | New |
| JCIC Asset Management Inc. | 1,040 | $68.0K | 0.02% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 1,305 | $69.0K | 0.05% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 1,345 | $71.0K | 0.03% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1,340 | $71.0K | 0.03% | +60+4.7% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 1,358 | $72.0K | 0.06% | +10+0.7% | Added |
| Anfield Capital Management, LLC | 1,380 | $73.0K | 0.03% | +1,380 | New |
| Altshuler Shaham Ltd | 1,398 | $74.0K | 0.00% | +658+88.9% | Added |
| Founders Capital Management | 1,407 | $75.0K | 0.05% | −200−12.4% | Reduced |
| Front Row Advisors LLC | 1,315 | $75.0K | 0.03% | −59−4.3% | Reduced |
| TD Capital Management LLC | 1,460 | $77.0K | 0.01% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 1,444 | $77.0K | 0.05% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 1,455 | $77.0K | 0.06% | 00.0% | Unchanged |