| Farmers National Bank | 11,653 | $0 | – | +441+3.9% | Added |
| Ogorek Anthony Joseph | 2 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 133,633 | $366 | 0.01% | +133,346+46,462.0% | Added |
| Savior LLC | 4 | $1.00K | 0.00% | −19−82.6% | Reduced |
| Northern Oak Wealth Management Inc | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 5 | $1.82K | 0.00% | +5 | New |
| Disciplined Investments, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Copeland Capital Management, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cloverfields Capital Group, LP | 8 | $3.00K | 0.00% | +8 | New |
| Halpern Financial, Inc. | 10 | $3.65K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Personal Wealth Partners | 12 | $4.00K | 0.00% | +12 | New |
| FormulaFolio Investments, LLC | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 11 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 20 | $7.00K | 0.01% | +20 | New |
| Westside Investment Management, Inc. | 23 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 23 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 23 | $8.00K | 0.00% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 22 | $8.00K | 0.00% | +22 | New |
| Lake Point Wealth Management | 23 | $8.00K | 0.00% | +23 | New |
| Edge Wealth Management LLC | 25 | $9.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 27 | $10.0K | 0.01% | +3+12.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 30 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 32 | $11.0K | 0.00% | +32 | New |
| Monumental Financial Group Inc. | 35 | $13.0K | 0.01% | −1,947−98.2% | Reduced |
| Standard Family Office LLC | 36 | $13.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 38 | $13.9K | 0.00% | +38 | New |
| Delta Asset Management LLC | 40 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 40 | $15.0K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 42 | $15.0K | 0.00% | +42 | New |
| Beck Bode, LLC | 41 | $15.0K | 0.00% | +41 | New |
| Princeton Global Asset Management LLC | 44 | $16.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 43 | $16.0K | 0.00% | +43 | New |
| Essex Investment Management Co LLC | 50 | $18.0K | 0.00% | −68−57.6% | Reduced |
| Lowe Wealth Advisors, LLC | 50 | $18.0K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 50 | $18.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 48 | $18.0K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 53 | $19.0K | 0.01% | −27−33.8% | Reduced |
| Truvestments Capital LLC | 53 | $19.0K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 52 | $19.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 55 | $20.0K | 0.00% | −1,000−94.8% | Reduced |
| Aspire Private Capital, LLC | 54 | $20.0K | 0.01% | −782−93.5% | Reduced |
| Wealth Quarterback LLC | 53 | $20.0K | 0.01% | +53 | New |
| American National Bank | 59 | $22.0K | 0.00% | +59 | New |
| Flagship Private Wealth, LLC | 60 | $22.4K | 0.02% | 00.0% | Unchanged |
| Ossiam | 60 | $23.0K | 0.00% | −593−90.8% | Reduced |
| True Link Financial Advisors, LLC | 64 | $23.0K | 0.00% | +64 | New |
| First Personal Financial Services | 65 | $24.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 65 | $24.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 69 | $25.0K | 0.01% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 70 | $25.6K | 0.02% | 00.0% | Unchanged |
| Gladius Capital Management LP | 71 | $26.0K | 0.01% | +71 | New |
| TSFG, LLC | 76 | $28.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 77 | $28.0K | 0.01% | +10+14.9% | Added |
| Atlas Private Wealth Advisors | 79 | $29.0K | 0.02% | +18+29.5% | Added |
| Focused Wealth Management, Inc | 82 | $30.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 85 | $31.0K | 0.01% | −18−17.5% | Reduced |
| Freedman Financial Associates, Inc. | 85 | $31.0K | 0.02% | −15−15.0% | Reduced |
| Investors Research Corp | 87 | $32.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 87 | $32.0K | 0.02% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 94 | $34.0K | 0.01% | +94 | New |
| Rocky Mountain Advisers, LLC | 98 | $36.0K | 0.04% | +98 | New |
| Glen Eagle Advisors, LLC | 100 | $36.5K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 100 | $37.0K | 0.02% | −2,485−96.1% | Reduced |
| AllSquare Wealth Management LLC | 100 | $37.0K | 0.02% | −109−52.2% | Reduced |
| Larson Financial Group LLC | 101 | $37.0K | 0.01% | −3−2.9% | Reduced |
| Kelly Lawrence W & Associates Inc | 100 | $37.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 100 | $37.0K | 0.01% | 00.0% | Unchanged |
| Ade, LLC | 100 | $37.0K | 0.03% | 00.0% | Unchanged |
| Central Bank & Trust Co | 105 | $38.0K | 0.01% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 104 | $38.0K | 0.03% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 107 | $39.0K | 0.01% | +107 | New |
| Syverson Strege & Co | 119 | $43.0K | 0.04% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 122 | $45.0K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 100 | $45.0K | 0.01% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 126 | $46.0K | 0.03% | 00.0% | Unchanged |
| Front Row Advisors LLC | 131 | $47.0K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 132 | $48.0K | 0.01% | +132 | New |
| Addison Advisors LLC | 133 | $49.0K | 0.04% | +133 | New |
| Sugarloaf Wealth Management, LLC | 140 | $51.0K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 142 | $52.0K | 0.03% | +57+67.1% | Added |
| Fred Alger Management, LLC | 144 | $53.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 146 | $53.0K | 0.01% | +40+37.7% | Added |
| NewSquare Capital LLC | 146 | $53.0K | 0.01% | +146 | New |
| Avondale Wealth Management | 150 | $55.0K | 0.05% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 150 | $55.0K | 0.03% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 150 | $55.0K | 0.00% | +71+89.9% | Added |
| Ironwood Financial, llc | 157 | $57.0K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 162 | $59.1K | 0.02% | −13−7.4% | Reduced |
| DB Wealth Management Group, LLC | 167 | $61.0K | 0.04% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 170 | $62.0K | 0.04% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 189 | $64.0K | 0.02% | −50−20.9% | Reduced |
| Center for Financial Planning, Inc. | 180 | $66.0K | 0.02% | −89−33.1% | Reduced |