| Farmers National Bank | 29,100 | $0 | – | +1,689+6.2% | Added |
| PEAK6 Investments LLC | 5 | $1.00K | 0.00% | −20,713−100.0% | Reduced |
| USA Financial Portformulas Corp | 6 | $1.00K | 0.00% | −1−14.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.02% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 318,679 | $1.38K | 0.05% | +317,303+23,059.8% | Added |
| WestEnd Advisors, LLC | – | $1.39K | 0.00% | – | New |
| Proffitt & Goodson Inc | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Emerson Wealth Management, LLC | 18 | $4.00K | 0.00% | −100−84.7% | Reduced |
| Carolina Wealth Advisors, LLC | 16 | $4.00K | 0.00% | −14−46.7% | Reduced |
| Arlington Partners LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 22 | $6.00K | 0.00% | −7,826−99.7% | Reduced |
| Your Advocates Ltd., LLP | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 29 | $7.00K | 0.00% | −1−3.3% | Reduced |
| Core Wealth Advisors, Inc. | 30 | $7.00K | 0.00% | +30 | New |
| Standard Family Office LLC | 35 | $8.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 35 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 38 | $9.00K | 0.01% | +38 | New |
| Thomas J. Herzfeld Advisors, Inc. | 42 | $10.0K | 0.00% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 45 | $10.4K | 0.00% | +45 | New |
| Islay Capital Management, LLC | 46 | $11.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 54 | $12.0K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 52 | $12.0K | 0.00% | +52 | New |
| TD Capital Management LLC | 56 | $13.0K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 64 | $14.0K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 58 | $14.0K | 0.01% | +12+26.1% | Added |
| First Bank & Trust | 67 | $15.0K | 0.01% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 67 | $15.0K | 0.01% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 83 | $19.0K | 0.00% | −24,925−99.7% | Reduced |
| Clear Perspectives Financial Planning, LLC | 82 | $19.0K | 0.01% | 00.0% | Unchanged |
| Harding Loevner LP | 85 | $20.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 85 | $20.0K | 0.01% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 93 | $21.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 92 | $21.0K | 0.03% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 90 | $21.0K | 0.01% | +90 | New |
| Sageworth Trust Co | 100 | $23.0K | 0.00% | −260−72.2% | Reduced |
| Aspire Private Capital, LLC | 98 | $23.0K | 0.01% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 110 | $25.0K | 0.01% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 113 | $26.0K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 119 | $27.5K | 0.02% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 120 | $27.7K | 0.01% | +4+3.4% | Added |
| Retirement Group, LLC | 125 | $29.0K | 0.01% | −184−59.5% | Reduced |
| Lowe Wealth Advisors, LLC | 124 | $29.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 129 | $30.0K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 135 | $31.0K | 0.02% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 145 | $33.0K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 148 | $34.2K | 0.01% | +39+35.8% | Added |
| Knuff & Co LLC | 150 | $35.0K | 0.01% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 152 | $35.0K | 0.02% | +152 | New |
| Monumental Financial Group Inc. | 150 | $35.0K | 0.03% | +150 | New |
| Ritter Daniher Financial Advisory, LLC | 155 | $36.0K | 0.03% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 155 | $36.0K | 0.01% | +20+14.8% | Added |
| Disciplined Investments, LLC | 157 | $36.0K | 0.02% | +100+175.4% | Added |
| Goodwin Investment Advisory | 171 | $39.0K | 0.04% | 00.0% | Unchanged |
| Horan Securities, Inc. | 184 | $43.0K | 0.03% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 200 | $46.0K | 0.02% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 200 | $46.0K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | – | $46.0K | 0.00% | – | – |
| Isthmus Partners, LLC | 200 | $46.0K | 0.01% | +200 | New |
| Baldrige Asset Management LLC | 205 | $47.0K | 0.02% | +205 | New |
| Lake Point Wealth Management | 205 | $47.0K | 0.02% | +205 | New |
| Bellwether Advisors, LLC | 213 | $49.0K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 216 | $50.0K | 0.02% | 00.0% | Unchanged |
| Resolute Partners Group | 227 | $52.0K | 0.01% | +46+25.4% | Added |
| Perkins Coie Trust Co | 230 | $53.0K | 0.02% | +210+1,050.0% | Added |
| Raffa Wealth Management, LLC | 238 | $55.0K | 0.02% | +115+93.5% | Added |
| Iron Horse Wealth Management, LLC | 237 | $55.0K | 0.04% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 243 | $56.0K | 0.03% | −34−12.3% | Reduced |
| MD Financial Management Inc. | 245 | $57.0K | 0.00% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 255 | $59.0K | 0.02% | −55−17.7% | Reduced |
| Activest Wealth Management | 262 | $61.0K | 0.05% | −358−57.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 267 | $62.0K | 0.02% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 269 | $63.3K | 0.05% | −25−8.5% | Reduced |
| Pacific Center for Financial Services | 276 | $64.0K | 0.03% | +15+5.7% | Added |
| Cypress Capital Management LLC (WY) | 276 | $64.0K | 0.05% | +150+119.0% | Added |
| Baron Financial Group, LLC | 290 | $67.0K | 0.04% | 00.0% | Unchanged |
| Permanens Capital L.P. | 292 | $67.0K | 0.01% | −27,416−98.9% | Reduced |
| Cutler Group LP | 295 | $68.0K | 0.01% | −7,263−96.1% | Reduced |
| FormulaFolio Investments, LLC | 293 | $68.0K | 0.02% | +11+3.9% | Added |
| Rocky Mountain Advisers, LLC | 300 | $69.0K | 0.09% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 300 | $70.0K | 0.03% | 00.0% | Unchanged |
| Avion Wealth | 322 | $74.0K | 0.02% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 319 | $74.0K | 0.04% | −1−0.3% | Reduced |
| Hillsdale Investment Management Inc. | 320 | $74.0K | 0.01% | +140+77.8% | Added |
| Smith Asset Management Group LP | 320 | $74.0K | 0.00% | +275+611.1% | Added |
| Ford Financial Group, LLC | 333 | $76.0K | 0.03% | +333 | New |
| Creative Financial Designs Inc | 335 | $77.0K | 0.01% | +29+9.5% | Added |
| QVR LLC | 336 | $78.0K | 0.20% | +336 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 346 | $79.9K | 0.09% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 346 | $80.0K | 0.05% | +61+21.4% | Added |
| Peconic Partners LLC | 345 | $80.0K | 0.01% | +345 | New |
| Altshuler Shaham Ltd | 346 | $80.0K | 0.00% | +346 | New |
| Capital Directions Investment Advisors, LLC | 357 | $82.0K | 0.02% | +150+72.5% | Added |
| Parisi Gray Wealth Management | 356 | $82.0K | 0.03% | +356 | New |
| Earnest Partners LLC | 358 | $83.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 359 | $83.0K | 0.02% | +21+6.2% | Added |