| Farmers National Bank | 11,771 | $0 | – | +3,133+36.3% | Added |
| Benjamin Edwards Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $188 | 0.00% | – | New |
| Kelly Financial Services LLC | 107,212 | $569 | 0.02% | +106,645+18,808.6% | Added |
| Transamerica Financial Advisors, Inc. | 4 | $1.00K | 0.02% | −9−69.2% | Reduced |
| FormulaFolio Investments, LLC | 4 | $1.00K | 0.00% | – | – |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | +3 | New |
| Pacifica Partners Inc. | 12 | $2.00K | 0.00% | −7,309−99.8% | Reduced |
| Sageworth Trust Co | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 15 | $2.00K | 0.00% | +3+25.0% | Added |
| Financial Management Professionals, Inc. | 10 | $2.00K | 0.00% | +10 | New |
| Sterling Investment Advisors, Ltd. | 9 | $2.00K | 0.00% | +9 | New |
| Trustcore Financial Services, LLC | 12 | $2.00K | 0.00% | +12 | New |
| Filbrandt Wealth Management, LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 18 | $3.00K | 0.00% | +18 | New |
| 1832 Asset Management L.P. | 20 | $4.00K | 0.00% | +20 | New |
| Halpern Financial, Inc. | 23 | $4.33K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 24 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 36 | $6.78K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 37 | $6.97K | 0.00% | +37 | New |
| Kayne Anderson Rudnick Investment Management LLC | 37 | $7.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 36 | $7.00K | 0.00% | +32+800.0% | Added |
| Alaethes Wealth LLC | 37 | $7.00K | 0.01% | +37 | New |
| Flagship Private Wealth, LLC | 37 | $7.09K | 0.01% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 43 | $8.00K | 0.00% | −107−71.3% | Reduced |
| Brown Brothers Harriman & Co | 45 | $8.00K | 0.00% | −25−35.7% | Reduced |
| Freedman Financial Associates, Inc. | 43 | $8.00K | 0.01% | 00.0% | Unchanged |
| Robbins Farley LLC | 40 | $8.00K | 0.01% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 42 | $8.00K | 0.00% | +15+55.6% | Added |
| D'Orazio & Associates, Inc. | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 46 | $9.00K | 0.00% | +1+2.2% | Added |
| Glen Eagle Advisors, LLC | 50 | $9.41K | 0.00% | −65−56.5% | Reduced |
| Eukles Asset Management | 55 | $10.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 52 | $10.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 51 | $10.0K | 0.00% | +15+41.7% | Added |
| Loomis Sayles & Co L P | 52 | $10.0K | 0.00% | +52 | New |
| Institutional & Family Asset Management, LLC | 59 | $11.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 58 | $11.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 59 | $11.0K | 0.00% | +14+31.1% | Added |
| Delos Wealth Advisors, LLC | 58 | $11.0K | 0.01% | +58 | New |
| Versant Capital Management, Inc | 65 | $12.0K | 0.00% | −26−28.6% | Reduced |
| PrairieView Partners, LLC | 63 | $12.0K | 0.00% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 65 | $12.3K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 72 | $14.0K | 0.00% | +22+44.0% | Added |
| Gradient Investments LLC | 75 | $14.0K | 0.00% | +34+82.9% | Added |
| Hanson & Doremus Investment Management | 104 | $14.0K | 0.00% | +96+1,200.0% | Added |
| Carolinas Wealth Consulting LLC | 78 | $15.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 90 | $16.0K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 84 | $16.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 86 | $16.0K | 0.00% | +86 | New |
| West Paces Advisors Inc. | 94 | $17.7K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 95 | $18.0K | 0.01% | 00.0% | Unchanged |
| Firestone Capital Management | 96 | $18.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 100 | $19.0K | 0.00% | −2−2.0% | Reduced |
| HC Financial Advisors Inc | 101 | $19.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 100 | $19.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 99 | $19.0K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 100 | $19.0K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 100 | $19.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 100 | $19.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 100 | $19.0K | 0.00% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 105 | $19.0K | 0.00% | +105 | New |
| Ogorek Anthony Joseph | 107 | $20.0K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 105 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 104 | $20.0K | 0.00% | +1+1.0% | Added |
| Lindbrook Capital, LLC | 106 | $20.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 104 | $20.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 107 | $21.0K | 0.01% | +11+11.5% | Added |
| HHM Wealth Advisors, LLC | 118 | $22.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 118 | $22.0K | 0.00% | +43+57.3% | Added |
| Lenox Wealth Advisors, LLC | 121 | $23.0K | 0.00% | −18−12.9% | Reduced |
| Zions Bancorporation, N.A. | 123 | $23.0K | 0.00% | −1−0.8% | Reduced |
| Focused Wealth Management, Inc | 123 | $23.0K | 0.00% | +1+0.8% | Added |
| Stonebridge Capital Advisors LLC | 126 | $24.0K | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 130 | $24.0K | 0.01% | +130 | New |
| Dividend Assets Capital, LLC | 145 | $27.0K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 146 | $27.0K | 0.01% | +1+0.7% | Added |
| M&R Capital Management Inc | 150 | $28.0K | 0.01% | 00.0% | Unchanged |
| Security National Trust Co | 150 | $28.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 150 | $28.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 150 | $28.0K | 0.01% | +150 | New |
| Liberty Wealth Management LLC | 156 | $29.0K | 0.01% | +1+0.6% | Added |
| Valley National Advisers Inc | 157 | $30.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 161 | $30.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 168 | $32.0K | 0.01% | +1+0.6% | Added |
| Solstein Capital, LLC | 176 | $33.0K | 0.04% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 175 | $33.0K | 0.03% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 177 | $33.3K | 0.01% | +129+268.8% | Added |
| Altshuler Shaham Ltd | 180 | $34.0K | 0.00% | +180 | New |
| Pittenger & Anderson Inc | 186 | $35.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 199 | $37.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $38.0K | 0.03% | −912−82.0% | Reduced |
| Lazard Asset Management LLC | 204 | $38.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 204 | $38.0K | 0.01% | +1+0.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 202 | $38.0K | 0.00% | +2+1.0% | Added |