| Farmers National Bank | 80,459 | $0 | – | +38,789+93.1% | Added |
| Advocacy Wealth Management Services, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Tortoise Capital Advisors, L.L.C. | 26 | $2.00K | 0.00% | +26 | New |
| NewSquare Capital LLC | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $3.15K | 0.00% | – | New |
| Gs Investments, Inc. | 69 | $4.00K | 0.01% | −4−5.5% | Reduced |
| Tacita Capital Inc | 63 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 87 | $5.00K | 0.00% | −200−69.7% | Reduced |
| Performa Ltd (US), LLC | 80 | $5.00K | 0.00% | −20−20.0% | Reduced |
| Tower View Investment Management & Research LLC | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 78 | $5.00K | 0.01% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 81 | $5.00K | 0.00% | +14+20.9% | Added |
| QVR LLC | 77 | $5.00K | 0.01% | +77 | New |
| Kelly Financial Services LLC | 369,717 | $5.86K | 0.23% | +363,938+6,297.6% | Added |
| Zeit Capital LLC | 100 | $6.00K | 0.01% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 103 | $6.00K | 0.01% | +2+2.0% | Added |
| Core Wealth Advisors, Inc. | 110 | $7.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 117 | $7.00K | 0.00% | +117 | New |
| First Quadrant L P | 123 | $8.00K | 0.00% | −548−81.7% | Reduced |
| MayTech Global Investments, LLC | 129 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 137 | $9.00K | 0.01% | +137 | New |
| IMA Wealth, Inc. | 165 | $10.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 180 | $11.0K | 0.08% | +180 | New |
| Anfield Capital Management, LLC | 170 | $11.0K | 0.00% | +170 | New |
| Turim 21 Investimentos Ltda. | 178 | $11.0K | 0.00% | +178 | New |
| Arcadia Investment Advisors LLC | 200 | $12.6K | 0.01% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 257 | $16.0K | 0.01% | −3,571−93.3% | Reduced |
| Filbrandt Wealth Management, LLC | 261 | $16.0K | 0.01% | −29−10.0% | Reduced |
| Monumental Financial Group Inc. | 250 | $16.0K | 0.01% | +250 | New |
| Cypress Point Wealth Management, LLC | 274 | $17.0K | 0.01% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 270 | $17.0K | 0.03% | +270 | New |
| Savior LLC | 280 | $18.0K | 0.02% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 278 | $18.0K | 0.02% | +278 | New |
| NVWM, LLC | 300 | $19.0K | 0.01% | 00.0% | Unchanged |
| Klaas Financial Asset Advisors, LLC | 299 | $19.0K | 0.00% | +3+1.0% | Added |
| Stuart Chaussee & Associates, Inc. | 320 | $20.0K | 0.01% | 00.0% | Unchanged |
| Ironwood Financial, llc | 311 | $20.0K | 0.01% | +69+28.5% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 311 | $20.0K | 0.02% | +291+1,455.0% | Added |
| Newton One Investments LLC | 330 | $21.0K | 0.02% | +330 | New |
| Ashburton (Jersey) Ltd | 380 | $24.0K | 0.01% | −103−21.3% | Reduced |
| CKW Financial Group | 400 | $25.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 428 | $27.0K | 0.01% | −303−41.5% | Reduced |
| True Link Financial Advisors, LLC | 436 | $28.0K | 0.00% | −4,000−90.2% | Reduced |
| Phoenix Wealth Advisors | 474 | $29.0K | 0.02% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 478 | $30.0K | 0.02% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 471 | $30.0K | 0.05% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 493 | $31.0K | 0.04% | +6+1.2% | Added |
| Red Cedar Capital, LLC | 500 | $32.0K | 0.02% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 531 | $33.0K | 0.01% | −812−60.5% | Reduced |
| West Financial Advisors, LLC | 528 | $33.0K | 0.01% | −38−6.7% | Reduced |
| Flagship Private Wealth, LLC | 550 | $33.3K | 0.03% | +7+1.3% | Added |
| Atlas Capital Advisors LLC | 535 | $33.7K | 0.01% | +42+8.5% | Added |
| MBM Wealth Consultants, LLC | 547 | $35.0K | 0.02% | 00.0% | Unchanged |
| Personal Wealth Partners | 548 | $35.0K | 0.01% | +548 | New |
| Professional Financial Advisors, LLC | 603 | $38.0K | 0.02% | −435−41.9% | Reduced |
| IAG Wealth Partners, LLC | 600 | $38.0K | 0.01% | 00.0% | Unchanged |
| Pacitti Group Inc. | – | $39.0K | 0.02% | – | – |
| CBIZ Investment Advisory Services, LLC | – | $39.0K | 0.00% | – | – |
| AGF Investments LLC | 627 | $40.0K | 0.00% | −11,073−94.6% | Reduced |
| Activest Wealth Management | 661 | $42.0K | 0.03% | −86−11.5% | Reduced |
| tru Independence LLC | 678 | $43.0K | 0.01% | +678 | New |
| Lion Street Advisors, LLC | 700 | $44.2K | 1.60% | +700 | New |
| Canton Hathaway, LLC | 720 | $45.0K | 0.01% | 00.0% | Unchanged |
| Karani Asset Management LLC | 715 | $45.0K | 0.02% | 00.0% | Unchanged |
| Horan Securities, Inc. | 744 | $47.0K | 0.03% | +141+23.4% | Added |
| Bellwether Advisors, LLC | 792 | $49.0K | 0.02% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 795 | $50.0K | 0.02% | +795 | New |
| FormulaFolio Investments, LLC | 845 | $53.0K | 0.02% | +117+16.1% | Added |
| Resolute Partners Group | 857 | $54.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 883 | $55.7K | 0.02% | +559+172.5% | Added |
| Interactive Financial Advisors | 900 | $57.0K | 0.02% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 902 | $57.0K | 0.05% | +902 | New |
| John W. Brooker & Co., CPAs | 937 | $59.0K | 0.03% | −165−15.0% | Reduced |
| Exchange Traded Concepts, LLC | 983 | $62.0K | 0.00% | −1,927−66.2% | Reduced |
| PrairieView Partners, LLC | 985 | $62.0K | 0.01% | −1,321−57.3% | Reduced |
| Arlington Partners LLC | 1,007 | $64.0K | 0.02% | 00.0% | Unchanged |
| Emfo, LLC | 1,017 | $64.0K | 0.06% | +1,017 | New |
| Evolution Wealth Advisors, LLC | 1,044 | $66.0K | 0.01% | 00.0% | Unchanged |
| Bleichroeder LP | 1,075 | $68.0K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,087 | $69.0K | 0.03% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 1,173 | $74.0K | 0.04% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 1,184 | $75.0K | 0.09% | +605+104.5% | Added |
| Holloway Wealth Management, LLC | – | $77.0K | 0.02% | – | – |
| TD Ameritrade Investment Management, LLC | 1,272 | $80.0K | 0.00% | −238−15.8% | Reduced |
| Financial Enhancement Group LLC | 1,278 | $81.0K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,306 | $82.0K | 0.05% | +3+0.2% | Added |
| Summit Wealth Group, LLC | 1,306 | $82.0K | 0.12% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,328 | $84.0K | 0.06% | +99+8.1% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 1,360 | $86.0K | 0.00% | +1,360 | New |
| Ninety One SA (PTY) Ltd | 1,388 | $87.0K | 0.03% | +1,388 | New |
| Winch Advisory Services, LLC | 1,388 | $88.0K | 0.03% | +16+1.2% | Added |
| Horrell Capital Management, Inc. | 1,458 | $92.0K | 0.03% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 1,544 | $94.0K | 0.05% | +19+1.2% | Added |
| Contravisory Investment Management, Inc. | 1,495 | $94.0K | 0.03% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 1,486 | $94.0K | 0.13% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 1,500 | $95.0K | 0.05% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,575 | $99.0K | 0.05% | −1,622−50.7% | Reduced |
| Aua Capital Management, LLC | 1,609 | $101.0K | 0.06% | −800−33.2% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,629 | $103.0K | 0.01% | 00.0% | Unchanged |
