| Farmers National Bank | 22,184 | $0 | – | +709+3.3% | Added |
| Kelly Financial Services LLC | 189,956 | $596 | 0.02% | +189,361+31,825.4% | Added |
| Arcadia Investment Advisors LLC | 3 | $957 | 0.00% | +3 | New |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.02% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 17 | $6.00K | 0.00% | −6,249−99.7% | Reduced |
| Altshuler Shaham Ltd | 23 | $7.00K | 0.00% | +23 | New |
| Core Wealth Advisors, Inc. | 25 | $8.00K | 0.01% | −7−21.9% | Reduced |
| Advanced Research Investment Solutions, LLC | 24 | $8.00K | 0.01% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 27 | $8.61K | 0.01% | +27 | New |
| Macroview Investment Management LLC | 29 | $9.00K | 0.01% | +13+81.3% | Added |
| Retirement Group, LLC | 30 | $10.0K | 0.00% | −123−80.4% | Reduced |
| Lountzis Asset Management, LLC | 38 | $12.0K | 0.01% | 00.0% | Unchanged |
| FAI Wealth Management | 50 | $15.0K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 50 | $16.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 54 | $17.0K | 0.01% | 00.0% | Unchanged |
| Baillie Gifford & Co | 61 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 64 | $20.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 66 | $21.0K | 0.03% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 70 | $22.0K | 0.01% | +3+4.5% | Added |
| True Link Financial Advisors, LLC | 71 | $23.0K | 0.00% | +71 | New |
| Isthmus Partners, LLC | 75 | $24.0K | 0.00% | +75 | New |
| Financial Enhancement Group LLC | 78 | $25.0K | 0.01% | −15−16.1% | Reduced |
| RPG Investment Advisory, LLC | 85 | $27.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 90 | $29.0K | 0.03% | −42−31.8% | Reduced |
| Marquette Asset Management, LLC | 91 | $29.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 88 | $29.0K | 0.01% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 100 | $31.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 96 | $31.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 108 | $34.0K | 0.03% | +37+52.1% | Added |
| Flagship Private Wealth, LLC | 117 | $38.1K | 0.03% | 00.0% | Unchanged |
| Belmont Capital, LLC | 130 | $41.0K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 133 | $42.4K | 0.01% | +37+38.5% | Added |
| Elmwood Wealth Management, Inc. | 134 | $43.0K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 139 | $44.0K | 0.02% | +22+18.8% | Added |
| Your Advocates Ltd., LLP | 146 | $47.0K | 0.03% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 150 | $48.0K | 0.05% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 155 | $49.0K | 0.03% | 00.0% | Unchanged |
| Sageworth Trust Co | 156 | $50.0K | 0.00% | −270−63.4% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 170 | $54.0K | 0.05% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 192 | $61.0K | 0.01% | −149−43.7% | Reduced |
| Monumental Financial Group Inc. | 197 | $63.0K | 0.05% | −580−74.6% | Reduced |
| First Bank & Trust | 197 | $63.0K | 0.03% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 199 | $64.0K | 0.02% | – | – |
| Skylands Capital, LLC | 200 | $64.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 200 | $64.0K | 0.04% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 203 | $65.0K | 0.01% | −23−10.2% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 215 | $69.0K | 0.04% | 00.0% | Unchanged |
| Tacita Capital Inc | 217 | $69.0K | 0.04% | 00.0% | Unchanged |
| Lake Point Wealth Management | 217 | $69.0K | 0.03% | +217 | New |
| Proffitt & Goodson Inc | 224 | $71.0K | 0.01% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 224 | $71.0K | 0.04% | +224 | New |
| Bay Harbor Wealth Management, LLC | 225 | $72.0K | 0.03% | −12−5.1% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 225 | $72.0K | 0.05% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 233 | $74.0K | 0.02% | +233 | New |
| TD Capital Management LLC | 238 | $76.0K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 248 | $79.0K | 0.01% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 257 | $82.0K | 0.06% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 256 | $82.0K | 0.07% | +1+0.4% | Added |
| HighMark Wealth Management LLC | 251 | $85.0K | 0.06% | −35−12.2% | Reduced |
| Roble, Belko & Company, Inc | 269 | $86.0K | 0.02% | 00.0% | Unchanged |
| Newfound Research LLC | 278 | $89.0K | 0.18% | −4−1.4% | Reduced |
| Lowe Wealth Advisors, LLC | 285 | $91.0K | 0.04% | −39−12.0% | Reduced |
| Edge Wealth Management LLC | 283 | $91.0K | 0.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 296 | $94.0K | 0.01% | +296 | New |
| Cribstone Capital Management, LLC | 327 | $104.0K | 0.06% | +8+2.5% | Added |
| Cordasco Financial Network | 327 | $104.0K | 0.07% | +80+32.4% | Added |
| Boit C F David | 325 | $104.0K | 0.08% | +325 | New |
| Avion Wealth | 334 | $107.0K | 0.03% | −41−10.9% | Reduced |
| McCarthy Asset Management, Inc. | 337 | $107.0K | 0.08% | +82+32.2% | Added |
| Financial Avengers, Inc. | 344 | $110.0K | 0.07% | +2+0.6% | Added |
| Coastal Capital Group, Inc. | 348 | $111.0K | 0.03% | −27−7.2% | Reduced |
| Ten Capital Wealth Advisors, LLC | 362 | $115.0K | 0.03% | +38+11.7% | Added |
| Savior LLC | 364 | $116.0K | 0.10% | −52−12.5% | Reduced |
| D'Orazio & Associates, Inc. | 369 | $118.0K | 0.03% | +100+37.2% | Added |
| Blume Capital Management, Inc. | 379 | $121.0K | 0.04% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 382 | $122.0K | 0.04% | +72+23.2% | Added |
| Close Asset Management Ltd | 387 | $123.0K | 0.01% | −20−4.9% | Reduced |
| PNC Managed Account Solutions, Inc. | 384 | $123.0K | 0.02% | +384 | New |
| Cedar Wealth Management, LLC | 388 | $124.0K | 0.06% | +5+1.3% | Added |
| Financial Insights, Inc. | 391 | $124.7K | 0.10% | +391 | New |
| Eukles Asset Management | 400 | $128.0K | 0.07% | +365+1,042.9% | Added |
| Crewe Advisors LLC | 410 | $131.0K | 0.03% | −7−1.7% | Reduced |
| Baldrige Asset Management LLC | 410 | $131.0K | 0.06% | +410 | New |
| Emerald Mutual Fund Advisers Trust | 418 | $133.0K | 0.00% | +418 | New |
| Personal Wealth Partners | 422 | $135.0K | 0.05% | +422 | New |
| Syverson Strege & Co | 459 | $146.0K | 0.13% | +21+4.8% | Added |
| Annapolis Financial Services, LLC | 459 | $146.0K | 0.05% | +77+20.2% | Added |
| Rockbridge Investment Management, LCC | 468 | $149.0K | 0.03% | +1+0.2% | Added |
| TD Ameritrade Investment Management, LLC | 480 | $153.0K | 0.00% | +85+21.5% | Added |
| Earnest Partners LLC | 487 | $155.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 487 | $155.0K | 0.07% | +3+0.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 494 | $157.5K | 0.19% | +150+43.6% | Added |
| TSFG, LLC | 505 | $161.0K | 0.06% | −135−21.1% | Reduced |
| Accel Wealth Management | 511 | $163.0K | 0.11% | +36+7.6% | Added |
| Professional Financial Advisors, LLC | 520 | $165.0K | 0.09% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 517 | $165.0K | 0.11% | +2+0.4% | Added |
| Raffa Wealth Management, LLC | 518 | $165.2K | 0.06% | +342+194.3% | Added |
