| Farmers National Bank | 24,124 | $0 | – | +1,220+5.3% | Added |
| Red Cedar Capital, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | +3 | New |
| Kelly Financial Services LLC | 241,666 | $1.03K | 0.04% | +240,758+26,515.2% | Added |
| Halpern Financial, Inc. | 7 | $1.64K | 0.00% | 00.0% | Unchanged |
| Truehand, Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $2.57K | 0.00% | – | New |
| Arcadia Investment Advisors LLC | 13 | $3.04K | 0.00% | +13 | New |
| Carolina Wealth Advisors, LLC | 23 | $5.00K | 0.00% | −29−55.8% | Reduced |
| USA Financial Portformulas Corp | 22 | $5.00K | 0.00% | −12−35.3% | Reduced |
| Longfellow Investment Management Co LLC | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 20 | $5.00K | 0.01% | +20 | New |
| Holloway Wealth Management, LLC | – | $6.00K | 0.00% | – | New |
| Jackson Wealth Management, LLC | 600,000 | $7.00K | 0.00% | +560,874+1,433.5% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 29 | $7.00K | 0.00% | −1−3.3% | Reduced |
| Rocky Mountain Advisers, LLC | 28 | $7.00K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| Modus Advisors, LLC | 31 | $7.00K | 0.00% | +31 | New |
| Cranbrook Wealth Management, LLC | 38 | $9.00K | 0.00% | −44−53.7% | Reduced |
| C M Bidwell & Associates Ltd | 40 | $9.00K | 0.01% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 39 | $9.00K | 0.00% | 00.0% | Unchanged |
| Monumental Financial Group Inc. | 41 | $10.0K | 0.01% | −2,982−98.6% | Reduced |
| Wealthstreet Investment Advisors, LLC | 52 | $12.0K | 0.06% | −121,672−100.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 53 | $12.0K | 0.00% | +50+1,666.7% | Added |
| Ritter Daniher Financial Advisory, LLC | 74 | $17.0K | 0.01% | 00.0% | Unchanged |
| Harding Loevner LP | 76 | $18.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 88 | $20.0K | 0.01% | −308−77.8% | Reduced |
| Rothschild & Co Wealth Management UK Ltd | 87 | $20.0K | 0.00% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 84 | $20.0K | 0.00% | +84 | New |
| JFS Wealth Advisors, LLC | 89 | $21.0K | 0.00% | +17+23.6% | Added |
| Sterling Financial Planning, Inc. | 94 | $22.0K | 0.01% | +64+213.3% | Added |
| Paragon Wealth Strategies, LLC | 95 | $22.0K | 0.01% | +95 | New |
| McClarren Financial Advisors, Inc. | 101 | $23.0K | 0.02% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 100 | $23.0K | 0.02% | +8+8.7% | Added |
| Rokos Capital Management LLP | 100 | $24.0K | 0.00% | −1,950,378−100.0% | Reduced |
| Danda Trouve Investment Management, Inc. | 105 | $25.0K | 0.03% | +105 | New |
| Stuart Chaussee & Associates, Inc. | 112 | $26.0K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 117 | $27.0K | 0.02% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 114 | $27.0K | 0.05% | 00.0% | Unchanged |
| Firestone Capital Management | 121 | $28.0K | 0.01% | 00.0% | Unchanged |
| Exos Asset Management LLC | 118 | $28.0K | 0.01% | +118 | New |
| Delos Wealth Advisors, LLC | 125 | $29.0K | 0.04% | +125 | New |
| AlphaMark Advisors, LLC | 128 | $30.0K | 0.01% | −50−28.1% | Reduced |
| Cedar Mountain Advisors, LLC | 157 | $37.0K | 0.01% | −1−0.6% | Reduced |
| Disciplina Capital Management LLC | 166 | $38.9K | 0.01% | +37+28.7% | Added |
| Avion Wealth | 169 | $39.0K | 0.01% | −319−65.4% | Reduced |
| Baldrige Asset Management LLC | 171 | $40.0K | 0.02% | +171 | New |
| Syverson Strege & Co | 174 | $41.0K | 0.04% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 182 | $43.0K | 0.02% | +22+13.8% | Added |
| IAG Wealth Partners, LLC | 185 | $44.0K | 0.02% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 193 | $45.0K | 0.04% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 196 | $46.0K | 0.02% | +15+8.3% | Added |
| FFT Wealth Management LLC | 198 | $46.0K | 0.01% | +198 | New |
| Essex Investment Management Co LLC | 199 | $47.0K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 199 | $47.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 205 | $48.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 207 | $48.0K | 0.01% | +58+38.9% | Added |
| Harvest Group Wealth Management, LLC | 212 | $50.0K | 0.03% | +212 | New |
| Pacitti Group Inc. | 220 | $51.0K | 0.03% | 00.0% | Unchanged |
| Personal Wealth Partners | 220 | $51.0K | 0.02% | +220 | New |
| Roble, Belko & Company, Inc | 224 | $52.0K | 0.01% | −28−11.1% | Reduced |
| Savior LLC | 241 | $56.0K | 0.05% | −104−30.1% | Reduced |
| Valley National Advisers Inc | 242 | $57.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 271 | $63.0K | 0.02% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 272 | $64.0K | 0.01% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 275 | $64.0K | 0.01% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 269 | $64.6K | 0.05% | 00.0% | Unchanged |
| NewSquare Capital LLC | 284 | $66.0K | 0.01% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 283 | $66.2K | 0.03% | +283 | New |
| Interactive Financial Advisors | 288 | $67.0K | 0.03% | 00.0% | Unchanged |
| Ade, LLC | 288 | $67.0K | 0.06% | 00.0% | Unchanged |
| Estate Counselors, LLC | 298 | $69.0K | 0.01% | 00.0% | Unchanged |
| Avondale Wealth Management | 294 | $69.0K | 0.06% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 310 | $72.0K | 0.03% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 316 | $74.0K | 0.01% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 327 | $76.0K | 0.03% | +327 | New |
| GeoWealth Management, LLC | 330 | $77.0K | 0.01% | +330 | New |
| Tucker Asset Management LLC | 337 | $78.8K | 0.04% | −185−35.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 345 | $81.0K | 0.02% | +15+4.5% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 350 | $82.0K | 0.61% | +350 | New |
| John W. Brooker & Co., CPAs | 355 | $83.0K | 0.05% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 367 | $86.0K | 0.02% | 00.0% | Unchanged |
| Ironwood Financial, llc | 371 | $87.0K | 0.03% | 00.0% | Unchanged |
| Gleason Group, Inc. | 376 | $88.0K | 0.03% | +1+0.3% | Added |
| Bay Harbor Wealth Management, LLC | 376 | $88.0K | 0.04% | +123+48.6% | Added |
| DB Wealth Management Group, LLC | 381 | $89.0K | 0.06% | 00.0% | Unchanged |
| Newfound Research LLC | 385 | $90.0K | 0.18% | +17+4.6% | Added |
| FAI Wealth Management | 400 | $93.0K | 0.08% | 00.0% | Unchanged |
| Sageworth Trust Co | 415 | $97.0K | 0.01% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 424 | $99.0K | 0.09% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 428 | $100.0K | 0.06% | +65+17.9% | Added |
| James Investment Research Inc | 433 | $101.0K | 0.01% | +421+3,508.3% | Added |
| Tacita Capital Inc | 444 | $104.0K | 0.06% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 451 | $105.0K | 0.04% | 00.0% | Unchanged |
| Truvestments Capital LLC | 452 | $106.0K | 0.06% | −230−33.7% | Reduced |
| NuWave Investment Management, LLC | 460 | $108.0K | 0.12% | −687−59.9% | Reduced |
| Resolute Partners Group | 468 | $109.0K | 0.02% | 00.0% | Unchanged |
| Corbenic Partners LLC | 480 | $112.0K | 0.03% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 491 | $115.0K | 0.08% | +6+1.2% | Added |
| Accel Wealth Management | 497 | $116.0K | 0.08% | −160−24.4% | Reduced |