| Farmers National Bank | 42,387 | $0 | – | +1,600+3.9% | Added |
| Spectrum Management Group, LLC | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Maplelane Capital, LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $471 | 0.00% | – | New |
| Financial Enhancement Group LLC | 83 | $1.00K | 0.00% | −800−90.6% | Reduced |
| Winch Advisory Services, LLC | 94 | $1.00K | 0.00% | −44−31.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 49 | $1.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 70 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 100 | $1.00K | 0.00% | +100 | New |
| First Command Advisory Services, Inc. | 100 | $1.00K | 0.00% | +100 | New |
| Personal Wealth Partners | 50 | $1.00K | 0.00% | +50 | New |
| USA Financial Portformulas Corp | 144 | $2.00K | 0.00% | −5,768−97.6% | Reduced |
| Toth Financial Advisory Corp | 126 | $2.00K | 0.00% | −99−44.0% | Reduced |
| Kessler Investment Group, LLC | 125 | $2.00K | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 121 | $2.00K | 0.00% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 177 | $2.00K | 0.00% | −1−0.6% | Reduced |
| PNC Managed Account Solutions, Inc. | 139 | $2.00K | 0.00% | +139 | New |
| Raffa Wealth Management, LLC | 187 | $2.52K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 230 | $3.00K | 0.00% | −22,221−99.0% | Reduced |
| Lowe Wealth Advisors, LLC | 245 | $3.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 203 | $3.00K | 0.00% | +10+5.2% | Added |
| Burleson & Company, LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 192 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 53,089 | $3.94K | 0.15% | +49,147+1,246.8% | Added |
| Edge Wealth Management LLC | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 277 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 270 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 327 | $4.00K | 0.00% | +1+0.3% | Added |
| Stuart Chaussee & Associates, Inc. | 378 | $5.00K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 391 | $5.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 342 | $5.00K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 427 | $6.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 421 | $6.00K | 0.00% | −72−14.6% | Reduced |
| Arcadia Investment Advisors LLC | 500 | $6.73K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 496 | $7.00K | 0.01% | −350−41.4% | Reduced |
| PrairieView Partners, LLC | 531 | $7.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 478 | $7.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 508 | $7.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 483 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 528 | $7.00K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 550 | $7.00K | 0.00% | +550 | New |
| Emerson Wealth Management, LLC | 492 | $7.00K | 0.00% | +492 | New |
| Sawyer & Company, Inc | 600 | $8.00K | 0.00% | −600−50.0% | Reduced |
| Macroview Investment Management LLC | 587 | $8.00K | 0.01% | −251−30.0% | Reduced |
| NewSquare Capital LLC | 575 | $8.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 609 | $8.00K | 0.00% | +609 | New |
| West Oak Capital, LLC | 650 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 661 | $9.00K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 641 | $9.00K | 0.00% | +641 | New |
| Bellwether Advisors, LLC | 793 | $10.0K | 0.00% | −225−22.1% | Reduced |
| Dougherty Wealth Advisers LLC | 750 | $10.0K | 0.01% | +750 | New |
| Stephenson National Bank & Trust | 912 | $12.0K | 0.01% | −3,000−76.7% | Reduced |
| Mizuho Securities Co. Ltd. | 880 | $12.0K | 0.00% | −312−26.2% | Reduced |
| Avion Wealth | 908 | $12.0K | 0.00% | −109−10.7% | Reduced |
| Wealthstreet Investment Advisors, LLC | 1,000 | $13.0K | 0.07% | −295,868−99.7% | Reduced |
| Contravisory Investment Management, Inc. | 1,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 995 | $13.0K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 1,000 | $13.0K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | – | $13.0K | 0.00% | – | – |
| Orion Capital Management LLC | 1,000 | $13.0K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 958 | $13.0K | 0.01% | +107+12.6% | Added |
| Costello Asset Management, INC | 1,000 | $13.0K | 0.01% | +535+115.1% | Added |
| Newton One Investments LLC | 1,000 | $13.0K | 0.01% | +1,000 | New |
| Emfo, LLC | 1,075 | $14.0K | 0.01% | +1,075 | New |
| IAG Wealth Partners, LLC | 1,098 | $15.0K | 0.01% | −760−40.9% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,200 | $16.0K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 1,200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 1,217 | $16.4K | 0.01% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 1,271 | $17.0K | 0.00% | −82−6.1% | Reduced |
| FormulaFolio Investments, LLC | 1,287 | $17.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,325 | $18.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,315 | $18.0K | 0.01% | +1+0.1% | Added |
| San Francisco Sentry Investment Group (Ca) | 1,555 | $20.0K | 0.01% | +1+0.1% | Added |
| Castleview Partners, LLC | 1,455 | $20.0K | 0.01% | +1,455 | New |
| Sutton Wealth Advisors Inc. | 1,544 | $20.8K | 0.01% | +16+1.0% | Added |
| Capital Analysts, LLC | 1,596 | $21.0K | 0.00% | −1,439−47.4% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 1,595 | $21.0K | 0.01% | 00.0% | Unchanged |
| Ade, LLC | 1,538 | $21.0K | 0.02% | −21−1.3% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 1,611 | $22.0K | 0.02% | −179−10.0% | Reduced |
| Phoenix Wealth Advisors | 1,719 | $22.0K | 0.02% | 00.0% | Unchanged |
| First Bank & Trust | 1,656 | $22.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,610 | $22.0K | 0.00% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 1,600 | $22.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,624 | $22.0K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 1,767 | $24.0K | 0.02% | +1+0.1% | Added |
| Loomis Sayles & Co L P | 1,875 | $25.0K | 0.00% | +77+4.3% | Added |
| Riggs Asset Managment Co. Inc. | 1,823 | $25.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,957 | $26.0K | 0.01% | −522−21.1% | Reduced |
| Carolina Wealth Advisors, LLC | 1,950 | $26.0K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 2,036 | $27.0K | 0.00% | −116−5.4% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 2,029 | $27.0K | 0.02% | +2+0.1% | Added |
| Horrell Capital Management, Inc. | 2,000 | $27.0K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2,100 | $28.0K | 0.00% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 2,105 | $28.0K | 0.03% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 2,049 | $28.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 2,227 | $29.0K | 0.01% | +2,227 | New |