| Farmers National Bank | 86,724 | $0 | – | +487+0.6% | Added |
| Flagship Private Wealth, LLC | 3 | $205 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 13 | $1.00K | 0.02% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 13 | $1.00K | 0.00% | +13 | New |
| Kelly Financial Services LLC | 60,628 | $1.12K | 0.04% | +59,511+5,327.8% | Added |
| Core Wealth Advisors, Inc. | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 67 | $3.00K | 0.00% | −783−92.1% | Reduced |
| Avion Wealth | 61 | $3.00K | 0.00% | −296−82.9% | Reduced |
| ClariVest Asset Management LLC | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 51 | $3.00K | 0.00% | +51 | New |
| Roble, Belko & Company, Inc | 79 | $4.00K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 72 | $4.00K | 0.00% | +72 | New |
| Joseph P. Lucia & Associates, LLC | 88 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 100 | $5.00K | 0.00% | +100 | New |
| Timber Creek Capital Management LLC | 134 | $7.00K | 0.00% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 130 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 137 | $7.00K | 0.01% | 00.0% | Unchanged |
| Standard Family Office LLC | 146 | $8.00K | 0.00% | −2,027−93.3% | Reduced |
| First Quadrant L P | 154 | $8.00K | 0.00% | −369−70.6% | Reduced |
| Strategic Wealth Management Inc | 170 | $9.00K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $9.00K | 0.00% | – | – |
| Bay Harbor Wealth Management, LLC | 193 | $10.0K | 0.00% | −188−49.3% | Reduced |
| IAG Wealth Partners, LLC | 172 | $10.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 190 | $10.0K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Zeit Capital LLC | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 199 | $11.0K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 207 | $11.0K | 0.01% | +207 | New |
| Pacifica Partners Inc. | 241 | $13.0K | 0.01% | −33,182−99.3% | Reduced |
| Sterling Financial Planning, Inc. | 244 | $13.0K | 0.01% | +2+0.8% | Added |
| Ironwood Financial, llc | 245 | $13.0K | 0.00% | +98+66.7% | Added |
| Baldrige Asset Management LLC | 233 | $13.0K | 0.01% | +233 | New |
| Your Advocates Ltd., LLP | 258 | $14.0K | 0.01% | −276−51.7% | Reduced |
| Corbenic Partners LLC | 258 | $14.0K | 0.00% | +2+0.8% | Added |
| IronBridge Private Wealth, LLC | 259 | $14.0K | 0.01% | +1+0.4% | Added |
| Newton One Investments LLC | 250 | $14.0K | 0.01% | +250 | New |
| Ten Capital Wealth Advisors, LLC | 286 | $15.0K | 0.00% | +184+180.4% | Added |
| Twin Lakes Capital Management, LLC | 300 | $16.0K | 0.01% | 00.0% | Unchanged |
| Permanens Capital L.P. | 307 | $17.0K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 311 | $17.0K | 0.01% | 00.0% | Unchanged |
| James Investment Research Inc | 325 | $18.0K | 0.00% | −115−26.1% | Reduced |
| Horrell Capital Management, Inc. | 356 | $19.0K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 303 | $20.0K | 0.01% | 00.0% | Unchanged |
| Smith Asset Management Group LP | 400 | $22.0K | 0.00% | +400 | New |
| Isthmus Partners, LLC | 400 | $22.0K | 0.00% | +400 | New |
| Dougherty Wealth Advisers LLC | 400 | $22.0K | 0.03% | +400 | New |
| Professional Financial Advisors, LLC | 424 | $23.0K | 0.01% | +3+0.7% | Added |
| Bellwether Advisors, LLC | 466 | $25.0K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 502 | $27.0K | 0.02% | 00.0% | Unchanged |
| Monumental Financial Group Inc. | 500 | $27.0K | 0.02% | +500 | New |
| CBIZ Investment Advisory Services, LLC | – | $28.0K | 0.00% | – | – |
| Cedar Wealth Management, LLC | 543 | $29.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 536 | $29.0K | 0.01% | +52+10.7% | Added |
| Larson Financial Group LLC | 546 | $30.0K | 0.01% | −904−62.3% | Reduced |
| Costello Asset Management, INC | 547 | $30.0K | 0.02% | −19−3.4% | Reduced |
| TD Capital Management LLC | 554 | $30.0K | 0.00% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 556 | $30.0K | 0.03% | +1+0.2% | Added |
| FormulaFolio Investments, LLC | 581 | $31.0K | 0.01% | +90+18.3% | Added |
| Evolution Wealth Advisors, LLC | 584 | $32.0K | 0.01% | −139−19.2% | Reduced |
| Cranbrook Wealth Management, LLC | 599 | $32.0K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 586 | $32.0K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 600 | $32.0K | 0.00% | +600 | New |
| Tucker Asset Management LLC | 599 | $32.4K | 0.01% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 614 | $33.0K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 618 | $33.0K | 0.01% | +322+108.8% | Added |
| Arcadia Investment Management Corp | 628 | $34.0K | 0.01% | −457−42.1% | Reduced |
| Versant Capital Management, Inc | 710 | $38.0K | 0.01% | −1,797−71.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 700 | $38.0K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 697 | $38.0K | 0.03% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 713 | $39.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 745 | $40.0K | 0.00% | −192,737−99.6% | Reduced |
| MBM Wealth Consultants, LLC | 731 | $40.0K | 0.02% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 750 | $41.0K | 0.01% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 749 | $41.0K | 0.02% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 780 | $42.0K | 0.03% | −126−13.9% | Reduced |
| Knuff & Co LLC | 800 | $43.0K | 0.02% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 790 | $43.0K | 0.03% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 794 | $43.0K | 0.01% | +343+76.1% | Added |
| Savior LLC | 816 | $44.0K | 0.04% | −445−35.3% | Reduced |
| HighMark Wealth Management LLC | 838 | $45.0K | 0.03% | +5+0.6% | Added |
| Raffa Wealth Management, LLC | 866 | $46.9K | 0.02% | +345+66.2% | Added |
| Heritage Wealth Management, LLC | 885 | $48.0K | 0.02% | −1,237−58.3% | Reduced |
| Resolute Partners Group | 878 | $48.0K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 902 | $48.0K | 0.04% | +418+86.4% | Added |
| AlphaMark Advisors, LLC | 909 | $49.0K | 0.02% | +4+0.4% | Added |
| Hoese & Co LLP | 900 | $49.0K | 0.06% | +100+12.5% | Added |
| PrairieView Partners, LLC | 920 | $50.0K | 0.01% | +2+0.2% | Added |
| Cowen Prime Services LLC | 1,000 | $54.0K | 0.02% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 990 | $54.0K | 0.03% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 1,006 | $54.0K | 0.02% | +1,006 | New |
| tru Independence LLC | 1,003 | $54.0K | 0.02% | +1,003 | New |
| Cowen Prime Advisors LLC | 1,000 | $54.0K | 0.02% | +1,000 | New |
| Danda Trouve Investment Management, Inc. | 1,016 | $55.0K | 0.07% | +8+0.8% | Added |
| DB Wealth Management Group, LLC | 1,040 | $56.0K | 0.04% | −113−9.8% | Reduced |
| Markston International LLC | 1,053 | $57.0K | 0.03% | +50+5.0% | Added |
| FAI Wealth Management | 1,080 | $58.0K | 0.05% | 00.0% | Unchanged |