| Hilltop National Bank | 665 | $166.1K | 0.06% | +665 | New |
| Northwest Bank & Trust Co | 700 | $169.3K | 0.16% | 00.0% | Unchanged |
| CVA Family Office, LLC | 687 | $171.6K | 0.03% | +2+0.3% | Added |
| Carmichael Hill & Associates, Inc. | 689 | $172.1K | 0.07% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 705 | $176.1K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 715 | $178.6K | 0.05% | −608−46.0% | Reduced |
| Avion Wealth | 717 | $180.0K | 0.05% | −300−29.5% | Reduced |
| Roble, Belko & Company, Inc | 761 | $190.0K | 0.03% | −60−7.3% | Reduced |
| Raffa Wealth Management, LLC | 767 | $191.6K | 0.06% | +687+858.8% | Added |
| Hollencrest Capital Management | 781 | $195.0K | 0.01% | −1,033−56.9% | Reduced |
| Continuum Advisory, LLC | 796 | $195.1K | 0.03% | +796 | New |
| Armstrong Advisory Group, Inc | 848 | $197.6K | 0.02% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 792 | $197.8K | 0.12% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 801 | $200.0K | 0.04% | +801 | New |
| Rodgers & Associates, LTD | 801 | $200.0K | 0.03% | +801 | New |
| MidWestOne Financial Group, Inc. | 802 | $200.3K | 0.04% | +802 | New |
| Patton Albertson Miller Group, LLC | 804 | $200.8K | 0.03% | +804 | New |
| Stockman Wealth Management, Inc. | 805 | $201.0K | 0.04% | −77−8.7% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 809 | $202.0K | 0.03% | +809 | New |
| Amplius Wealth Advisors, LLC | 809 | $202.0K | 0.02% | −60−6.9% | Reduced |
| Horizon Investment Services, LLC | 810 | $202.3K | 0.10% | +810 | New |
| Smart Portfolios, LLC | 810 | $202.3K | 0.21% | +810 | New |
| Ridgecrest Wealth Partners, LLC | 810 | $202.3K | 0.12% | +810 | New |
| United Community Bank | 812 | $202.8K | 0.08% | −4,598−85.0% | Reduced |
| Clayton Financial Group LLC | 814 | $203.3K | 0.09% | +814 | New |
| Independent Wealth Network Inc. | 817 | $203.9K | 0.10% | +817 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 818 | $204.3K | 0.01% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 818 | $204.3K | 0.08% | +818 | New |
| Astoria Portfolio Advisors LLC. | 840 | $205.1K | 0.08% | −258−23.5% | Reduced |
| Confluence Wealth Services, Inc. | 822 | $205.3K | 0.02% | +822 | New |
| Diversified, LLC | 825 | $206.0K | 0.03% | +825 | New |
| Veracity Capital LLC | 826 | $206.2K | 0.08% | +826 | New |
| Cypress Wealth Services, LLC | 827 | $206.5K | 0.05% | −962−53.8% | Reduced |
| Monterey Private Wealth, Inc. | 831 | $207.7K | 0.08% | +831 | New |
| Aveo Capital Partners, LLC | 860 | $208.0K | 0.02% | +860 | New |
| New England Professional Planning Group Inc. | 833 | $208.0K | 0.11% | +833 | New |
| Sharkey, Howes & Javer | 833 | $208.0K | 0.03% | +833 | New |
| NCM Capital Management, LLC | 836 | $208.7K | 0.12% | +836 | New |
| K.J. Harrison & Partners Inc | 839 | $209.5K | 0.03% | −3,758−81.7% | Reduced |
| Sterling Investment Counsel, LLC | 840 | $209.7K | 0.10% | +840 | New |
| Forum Private Client Group LLC | 840 | $209.8K | 0.10% | +840 | New |
| Prelude Capital Management, LLC | 841 | $210.0K | 0.01% | +841 | New |
| Secure Asset Management, LLC | 841 | $210.1K | 0.05% | −810−49.1% | Reduced |
| Shepherd Financial Partners LLC | 844 | $210.7K | 0.03% | +844 | New |
| Vicus Capital | 844 | $210.9K | 0.02% | +844 | New |
| Zacks Investment Management | 845 | $211.0K | 0.00% | −45,092−98.2% | Reduced |
| Berkeley, Inc | 845 | $211.0K | 0.13% | +845 | New |
| Claro Advisors LLC | 846 | $211.2K | 0.04% | +846 | New |
| Kornitzer Capital Management Inc | 846 | $211.3K | 0.00% | +846 | New |
| LWMG, LLC | 847 | $211.5K | 0.05% | +847 | New |
| Bennett Selby Investments LP | 848 | $211.7K | 0.10% | +848 | New |
| Eldridge Investment Advisors, Inc. | 848 | $212.0K | 0.05% | +848 | New |
| Jacobsen Capital Management | 849 | $212.0K | 0.10% | +849 | New |
| Bourne Lent Asset Management Inc | 850 | $212.3K | 0.09% | +850 | New |
| Evanson Asset Management, LLC | 851 | $212.5K | 0.02% | +851 | New |
| Vertex Planning Partners, LLC | 854 | $213.3K | 0.06% | −184−17.7% | Reduced |
| Summitry LLC | 856 | $213.8K | 0.01% | +856 | New |
| Marino, Stram & Associates LLC | 858 | $214.2K | 0.05% | +858 | New |
| General Partner, Inc. | 858 | $214.3K | 0.13% | +383+80.6% | Added |
| Reston Wealth Management LLC | 858 | $214.3K | 0.09% | +858 | New |
| Monument Group Wealth Advisors, LLC | 859 | $214.5K | 0.16% | −32−3.6% | Reduced |
| Quantum Financial Advisors, LLC | 859 | $214.5K | 0.04% | +859 | New |
| Wilkinson Global Asset Management LLC | 860 | $214.8K | 0.01% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 860 | $214.8K | 0.00% | +860 | New |
| WealthShield Partners, LLC | 856 | $215.0K | 0.03% | +856 | New |
| Noesis Capital Mangement Corp | 866 | $216.3K | 0.05% | 00.0% | Unchanged |
| Coulter & Justus Financial Services, LLC | 866 | $216.3K | 0.05% | +866 | New |
| Meeder Asset Management Inc | 868 | $216.8K | 0.01% | +868 | New |
| Baron Wealth Management LLC | 868 | $216.8K | 0.12% | +868 | New |
| Vantage Consulting Group Inc | 870 | $217.3K | 0.14% | −39−4.3% | Reduced |
| Sterling Wealth Management, Inc. | 872 | $217.8K | 0.11% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 873 | $218.0K | 0.10% | +33+3.9% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 873 | $218.0K | 0.00% | −656−42.9% | Reduced |
| Pacific Center for Financial Services | 875 | $218.5K | 0.06% | +400+84.2% | Added |
| Riversedge Advisors, LLC | 876 | $218.8K | 0.05% | +876 | New |
| Allied Investment Advisors, LLC | 877 | $219.0K | 0.05% | +877 | New |
| Keebeck Alpha, LP | 877 | $219.0K | 0.14% | +877 | New |
| SOA Wealth Advisors, LLC. | 878 | $219.2K | 0.05% | +1+0.1% | Added |
| Kovack Advisors, Inc. | 884 | $220.8K | 0.03% | −28−3.1% | Reduced |
| KRS Capital Management, LLC | 885 | $221.1K | 0.18% | +885 | New |
| Fifth Third Wealth Advisors LLC | 888 | $221.8K | 0.03% | +888 | New |
| jvl associates llc | 889 | $222.0K | 0.09% | +889 | New |
| Birchbrook, Inc. | 890 | $222.3K | 0.13% | 00.0% | Unchanged |
| Holderness Investments Co | 890 | $222.3K | 0.05% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 891 | $222.5K | 0.04% | −44−4.7% | Reduced |
| Insight Financial Services | 891 | $222.5K | 0.19% | 00.0% | Unchanged |
| Elevatus Welath Management | 892 | $222.7K | 0.09% | +1+0.1% | Added |
| Latitude Advisors, LLC | 892 | $222.7K | 0.14% | −41−4.4% | Reduced |
| Capital Planning Advisors, LLC | 892 | $222.8K | 0.04% | −54−5.7% | Reduced |
| Garde Capital, Inc. | 896 | $223.0K | 0.02% | −194−17.8% | Reduced |
| Beaton Management Co. Inc. | 896 | $224.0K | 0.12% | 00.0% | Unchanged |
| Talbot Financial, LLC | 900 | $224.8K | 0.03% | 00.0% | Unchanged |
| Novare Capital Management LLC | 901 | $225.0K | 0.02% | 00.0% | Unchanged |
| Norris Perne & French LLP | 901 | $225.0K | 0.02% | +901 | New |
| Virtus Investment Advisers, Inc. | 902 | $225.3K | 0.16% | −448−33.2% | Reduced |
| HTLF Bank | 906 | $226.3K | 0.03% | +906 | New |
| ARS Wealth Advisors Group, LLC | 907 | $226.5K | 0.03% | −476−34.4% | Reduced |
| Gould Asset Management LLC | 907 | $226.5K | 0.05% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 908 | $226.8K | 0.14% | 00.0% | Unchanged |
| Landaas & Co | 910 | $227.0K | 0.07% | 00.0% | Unchanged |
