| Farmers National Bank | 51,917 | $0 | – | +602+1.2% | Added |
| Tfo-TDC, LLC | 1 | $0 | 0.00% | +1 | New |
| Gleason Group, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 7 | $2.00K | 0.05% | +1+16.7% | Added |
| Kelly Financial Services LLC | 784,178 | $2.90K | 0.11% | +781,409+28,219.9% | Added |
| Kessler Investment Group, LLC | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 25 | $6.77K | 0.00% | +25 | New |
| Saban Cheryl | 24 | $7.00K | 1.24% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 31 | $8.00K | 0.00% | +31 | New |
| Longfellow Investment Management Co LLC | 47 | $13.0K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 51 | $14.0K | 0.00% | +20+64.5% | Added |
| USA Financial Portformulas Corp | 51 | $14.0K | 0.01% | +30+142.9% | Added |
| Advanced Research Investment Solutions, LLC | 63 | $17.0K | 0.02% | 00.0% | Unchanged |
| Globeflex Capital L P | 76 | $21.0K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 110 | $30.0K | 0.02% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 131 | $35.0K | 0.04% | +51+63.7% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 152 | $41.0K | 0.02% | +17+12.6% | Added |
| Wells Financial Advisors INC | 170 | $46.0K | 0.04% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 192 | $52.0K | 0.02% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 221 | $60.0K | 0.01% | 00.0% | Unchanged |
| Estate Counselors, LLC | 274 | $74.0K | 0.01% | 00.0% | Unchanged |
| MKD Wealth Coaches, LLC | 300 | $81.0K | 0.13% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 299 | $81.0K | 0.03% | +15+5.3% | Added |
| Carolina Wealth Advisors, LLC | 333 | $90.0K | 0.06% | −40−10.7% | Reduced |
| Newfound Research LLC | 333 | $90.0K | 0.18% | −3−0.9% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 353 | $96.0K | 0.09% | +70+24.7% | Added |
| John W. Brooker & Co., CPAs | 384 | $104.0K | 0.06% | −68−15.0% | Reduced |
| Wealthstreet Investment Advisors, LLC | 394 | $107.0K | 0.55% | −110,436−99.6% | Reduced |
| Strategic Point Investment Advisors, LLC | 404 | $109.0K | 0.03% | +404 | New |
| Yale University | 407 | $110.0K | 0.04% | +407 | New |
| Avondale Wealth Management | 460 | $125.0K | 0.12% | −56−10.9% | Reduced |
| Halpern Financial, Inc. | 488 | $132.2K | 0.06% | −22−4.3% | Reduced |
| Tucker Asset Management LLC | 497 | $134.6K | 0.06% | −162−24.6% | Reduced |
| Roth Financial Partners LLC | 500 | $135.0K | 0.10% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 504 | $137.0K | 0.06% | +1+0.2% | Added |
| Flagship Private Wealth, LLC | 506 | $141.8K | 0.11% | +121+31.4% | Added |
| MayTech Global Investments, LLC | 525 | $142.0K | 0.03% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 534 | $145.0K | 0.00% | −268−33.4% | Reduced |
| Hussman Strategic Advisors, Inc. | 550 | $149.0K | 0.03% | 00.0% | Unchanged |
| Lake Point Wealth Management | 597 | $162.0K | 0.08% | +597 | New |
| Cutler Capital Management, LLC | 600 | $163.0K | 0.06% | +600 | New |
| Clear Perspectives Financial Planning, LLC | 614 | $166.0K | 0.08% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 687 | $186.0K | 0.16% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 688 | $186.0K | 0.15% | −1−0.1% | Reduced |
| FAI Wealth Management | 726 | $196.0K | 0.17% | 00.0% | Unchanged |
| Portland Hill Asset Management Ltd | 731 | $197.0K | 0.12% | 00.0% | Unchanged |
| Seven Post Investment Office LP | 737 | $200.0K | 0.06% | +737 | New |
| O'Keefe Stevens Advisory, Inc. | 739 | $200.0K | 0.11% | +739 | New |
| Alpine Global Management, LLC | 754 | $204.0K | 0.03% | +754 | New |
| SWS Partners | 756 | $205.0K | 0.13% | −122−13.9% | Reduced |
| Facet Wealth, Inc. | 759 | $205.0K | 0.03% | +759 | New |
| Harborview Advisors, LLC | 761 | $206.0K | 0.12% | +761 | New |
| Atwater Malick LLC | 767 | $208.0K | 0.12% | +767 | New |
| Kendall Capital Management | 783 | $212.0K | 0.12% | −212−21.3% | Reduced |
| J Arnold Wealth Management Co | 797 | $216.0K | 0.10% | +797 | New |
| Letko, Brosseau & Associates Inc | 800 | $217.0K | 0.00% | +800 | New |
| Goodman Financial Corp | 800 | $217.0K | 0.07% | +800 | New |
| Keywise Capital Management (HK) Ltd | 800 | $217.0K | 0.05% | +800 | New |
| Inspire Advisors, LLC | 799 | $217.0K | 0.07% | +799 | New |
| GenWealth Group, Inc. | 807 | $218.0K | 0.06% | +807 | New |
| Fulcrum Equity Management | 803 | $218.0K | 0.08% | +803 | New |
| Wade Financial Advisory, Inc | 823 | $223.0K | 0.12% | +823 | New |
| Monumental Financial Group Inc. | 826 | $224.0K | 0.19% | −3,840−82.3% | Reduced |
| Hatton Consulting, Inc. | 839 | $227.0K | 0.18% | +839 | New |
| Triune Financial Partners, LLC | 845 | $228.9K | 0.19% | +845 | New |
| Prudent Investors Network | 845 | $229.0K | 0.12% | −26−3.0% | Reduced |
| New Harbor Financial Group, LLC | 850 | $230.0K | 0.12% | 00.0% | Unchanged |
| Grant Street Asset Management, Inc. | 2,986 | $232.0K | 0.29% | +764+34.4% | Added |
| BCM Advisors, LLC | 851 | $236.0K | 0.06% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 888 | $240.0K | 0.16% | −104−10.5% | Reduced |
| Asset Planning Services, Ltd. | 885 | $240.0K | 0.12% | +2+0.2% | Added |
| Mirabella Financial Services LLP | 893 | $242.0K | 0.05% | −14,452−94.2% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 893 | $242.0K | 0.07% | +893 | New |
| Integrated Capital Management, Inc. | 900 | $243.0K | 0.19% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 899 | $243.7K | 0.03% | −9−1.0% | Reduced |
| Telemetry Investments, L.L.C. | 900 | $244.0K | 0.34% | 00.0% | Unchanged |
| Biechele Royce Advisors | 900 | $244.0K | 0.11% | +900 | New |
| Johnson Midwest Financial, LLC | 905 | $245.0K | 0.24% | +2+0.2% | Added |
| Cassia Capital Partners, LLC | 909 | $246.0K | 0.18% | +909 | New |
| Barry Investment Advisors, LLC | 910 | $247.0K | 0.07% | +2+0.2% | Added |
| Silphium Asset Management Ltd | 914 | $247.6K | 0.10% | +914 | New |
| Hillcrest Wealth Advisors - NY, LLC | 921 | $249.0K | 0.15% | +921 | New |
| Waller Financial Planning Group, Inc | 923 | $250.0K | 0.07% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 925 | $251.0K | 0.05% | −10−1.1% | Reduced |
| Barnett & Company, Inc. | 935 | $253.0K | 0.17% | −170−15.4% | Reduced |
| Sanchez Wealth Management Group | 941 | $255.0K | 0.12% | +44+4.9% | Added |
| Tanglewood Wealth Management, Inc. | 950 | $257.0K | 0.05% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 947 | $257.0K | 0.16% | +63+7.1% | Added |
| Terril Brothers, Inc. | 950 | $257.0K | 0.06% | +100+11.8% | Added |
| Spectrum Financial Alliance Ltd LLC | 960 | $260.0K | 0.12% | +5+0.5% | Added |
| Shakespeare Wealth Management, Inc. | 904 | $262.0K | 0.10% | −450−33.2% | Reduced |
| American Investment Services, Inc. | 973 | $264.0K | 0.06% | −117−10.7% | Reduced |
| Compass Financial Group, Inc. | 975 | $264.0K | 0.14% | +19+2.0% | Added |
| Ferris Capital, LLC | 977 | $265.0K | 0.10% | −75,041−98.7% | Reduced |
| MorganRosel Wealth Management, LLC | 980 | $265.0K | 0.15% | +1+0.1% | Added |
| Total Wealth Planning, LLC | 977 | $265.0K | 0.10% | +77+8.6% | Added |
| Gibson Capital, LLC | 992 | $268.0K | 0.07% | 00.0% | Unchanged |
| Greytown Advisors Inc. | 992 | $269.0K | 0.13% | +992 | New |
| Armor Investment Advisors, LLC | 998 | $270.0K | 0.16% | −5−0.5% | Reduced |
| Alpha Omega Group, Inc. | 1,000 | $271.0K | 0.29% | −61−5.7% | Reduced |
