| Farmers National Bank | 58,179 | $0 | – | +938+1.6% | Added |
| Clear Investment Research, LLC | 1 | $0 | 0.00% | +1 | New |
| NuWave Investment Management, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Kelly Financial Services LLC | 185,382 | $1.19K | 0.05% | +184,215+15,785.3% | Added |
| Transamerica Financial Advisors, Inc. | 7 | $2.00K | 0.05% | −4−36.4% | Reduced |
| Horizon Financial Services, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 13 | $2.00K | 0.00% | −1−7.1% | Reduced |
| Alpha Paradigm Partners, LLC | 13 | $2.00K | 0.00% | +13 | New |
| Macroview Investment Management LLC | 18 | $3.00K | 0.00% | −3−14.3% | Reduced |
| C M Bidwell & Associates Ltd | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 34 | $5.00K | 0.00% | +15+78.9% | Added |
| Altshuler Shaham Ltd | 43 | $7.00K | 0.00% | +43 | New |
| Your Advocates Ltd., LLP | 50 | $8.00K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 60 | $9.00K | 0.00% | +60 | New |
| FNY Investment Advisers, LLC | 70 | $10.0K | 0.00% | +70 | New |
| Ranger Investment Management, L.P. | 72 | $11.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 80 | $12.0K | 0.09% | +80 | New |
| Carolina Wealth Advisors, LLC | 85 | $13.0K | 0.01% | −36−29.8% | Reduced |
| Johnson Midwest Financial, LLC | 92 | $14.0K | 0.01% | +1+1.1% | Added |
| Ravenstone Capital Management Inc. | 93 | $14.5K | 0.01% | +93 | New |
| FAI Wealth Management | 100 | $15.0K | 0.01% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 97 | $15.0K | 0.00% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 100 | $16.0K | 0.00% | −7,726−98.7% | Reduced |
| Red Cedar Capital, LLC | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $16.0K | 0.01% | +100 | New |
| Activest Wealth Management | 112 | $17.0K | 0.01% | −275−71.1% | Reduced |
| Navigation Wealth Management, Inc. | 110 | $17.0K | 0.02% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 107 | $17.0K | 0.02% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 125 | $19.4K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 127 | $20.0K | 0.02% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 148 | $22.0K | 0.01% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 143 | $22.0K | 0.00% | +43+43.0% | Added |
| Retirement Group, LLC | 151 | $23.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 155 | $24.0K | 0.02% | −36−18.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 152 | $24.0K | 0.01% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 159 | $25.0K | 0.00% | +24+17.8% | Added |
| Wealthstreet Investment Advisors, LLC | 166 | $26.0K | 0.13% | −161,929−99.9% | Reduced |
| Clear Perspectives Financial Planning, LLC | 175 | $27.0K | 0.01% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 181 | $28.0K | 0.01% | +49+37.1% | Added |
| MBM Wealth Consultants, LLC | 195 | $30.0K | 0.01% | −45−18.8% | Reduced |
| Mach-1 Financial Group, Inc. | 215 | $33.0K | 0.03% | 00.0% | Unchanged |
| Sageworth Trust Co | 220 | $34.0K | 0.00% | −1,253−85.1% | Reduced |
| Bellwether Advisors, LLC | 223 | $34.0K | 0.01% | −142−38.9% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 221 | $34.0K | 0.01% | +30+15.7% | Added |
| Tower View Investment Management & Research LLC | 226 | $35.0K | 0.02% | +1+0.4% | Added |
| Turim 21 Investimentos Ltda. | 234 | $36.0K | 0.01% | +234 | New |
| Danda Trouve Investment Management, Inc. | 251 | $39.0K | 0.05% | +1+0.4% | Added |
| Gladius Capital Management LP | 263 | $41.0K | 0.01% | +263 | New |
| Caas Capital Management LP | 283 | $44.0K | 0.00% | −11,733−97.6% | Reduced |
| FormulaFolio Investments, LLC | 286 | $45.0K | 0.02% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 290 | $45.0K | 0.03% | +100+52.6% | Added |
| Lumature Wealth Partners, LLC | 323 | $50.0K | 0.02% | +7+2.2% | Added |
| Cedar Mountain Advisors, LLC | 325 | $51.0K | 0.02% | +1+0.3% | Added |
| Tucker Asset Management LLC | 340 | $52.9K | 0.02% | −29−7.9% | Reduced |
| Lloyd Advisory Services, LLC. | 361 | $56.0K | 0.03% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 360 | $56.0K | 0.02% | +360 | New |
| MayTech Global Investments, LLC | 375 | $58.0K | 0.01% | 00.0% | Unchanged |
| Veritas Investment Management (UK) Ltd | 380 | $59.0K | 0.01% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 392 | $61.0K | 0.02% | +392 | New |
| Barnett & Company, Inc. | 400 | $62.0K | 0.04% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 449 | $70.0K | 0.04% | −2−0.4% | Reduced |
| Acima Private Wealth, LLC | 459 | $71.0K | 0.03% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 466 | $72.0K | 0.06% | +2+0.4% | Added |
| Ten Capital Wealth Advisors, LLC | 460 | $72.0K | 0.02% | +74+19.2% | Added |
| Arlington Partners LLC | 480 | $75.0K | 0.03% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 508 | $79.0K | 0.03% | −42−7.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 512 | $80.0K | 0.03% | −6−1.2% | Reduced |
| Flagship Private Wealth, LLC | 543 | $83.4K | 0.06% | +3+0.6% | Added |
| Mizuho Securities Co. Ltd. | 542 | $84.0K | 0.02% | −948−63.6% | Reduced |
| Estate Counselors, LLC | 555 | $86.0K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 555 | $86.0K | 0.06% | +3+0.5% | Added |
| CenterStar Asset Management, LLC | – | $93.0K | 0.10% | – | – |
| Harding Loevner LP | 641 | $100.0K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 656 | $102.0K | 0.02% | 00.0% | Unchanged |
| Personal Wealth Partners | 695 | $108.0K | 0.04% | +695 | New |
| Lake Point Wealth Management | 700 | $109.0K | 0.05% | +700 | New |
| McCarthy Asset Management, Inc. | 708 | $110.0K | 0.08% | +198+38.8% | Added |
| Ellis Investment Partners, LLC | 721 | $112.0K | 0.03% | −56−7.2% | Reduced |
| Resolute Partners Group | 726 | $113.0K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 740 | $115.0K | 0.02% | −320−30.2% | Reduced |
| West Financial Advisors, LLC | 750 | $117.0K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 798 | $124.0K | 0.03% | +170+27.1% | Added |
| Versant Capital Management, Inc | 811 | $126.0K | 0.05% | −10,207−92.6% | Reduced |
| JJJ Advisors Inc. | 861 | $134.0K | 0.05% | +70+8.8% | Added |
| HC Financial Advisors Inc | 868 | $135.0K | 0.08% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 887 | $138.0K | 0.05% | +17+2.0% | Added |
| Savior LLC | 903 | $141.0K | 0.12% | −199−18.1% | Reduced |
| Ogorek Anthony Joseph | 915 | $142.0K | 0.06% | 00.0% | Unchanged |
| Cordasco Financial Network | 954 | $148.0K | 0.10% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 1,000 | $155.0K | 0.06% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 996 | $155.0K | 0.07% | +996 | New |
| PrairieView Partners, LLC | 1,000 | $156.0K | 0.02% | 00.0% | Unchanged |
| Newton One Investments LLC | 1,019 | $158.0K | 0.13% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,034 | $161.0K | 0.04% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 1,050 | $163.0K | 0.10% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 1,046 | $163.0K | 0.10% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 1,046 | $163.0K | 0.15% | +1+0.1% | Added |
| RPg Family Wealth Advisory, LLC | 1,050 | $163.3K | 0.07% | +1,050 | New |
| Financial Enhancement Group LLC | 1,062 | $165.0K | 0.03% | −66−5.9% | Reduced |
| Ford Financial Group, LLC | 1,064 | $165.0K | 0.06% | +1,064 | New |
