| Pinnacle Bancorp, Inc. | 125 | $46.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 130 | $48.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 140 | $51.0K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 150 | $55.0K | 0.05% | +40+36.4% | Added |
| Capital Directions Investment Advisors, LLC | 150 | $55.0K | 0.02% | +150 | New |
| DeDora Capital, Inc. | 151 | $55.0K | 0.02% | +151 | New |
| BerganKDV Wealth Management, LLC | 157 | $57.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 155 | $57.0K | 0.00% | +62+66.7% | Added |
| Stonebridge Capital Advisors LLC | 160 | $59.0K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 163 | $60.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 183 | $60.0K | 0.00% | +183 | New |
| Independence Bank of Kentucky | 170 | $62.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 172 | $63.0K | 0.01% | +9+5.5% | Added |
| Private Capital Group, LLC | 176 | $64.0K | 0.01% | −11−5.9% | Reduced |
| Prestige Wealth Management Group LLC | 176 | $64.0K | 0.02% | +14+8.6% | Added |
| West Paces Advisors Inc. | 190 | $69.6K | 0.02% | 00.0% | Unchanged |
| Cambridge Trust Co | 193 | $71.0K | 0.00% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 25,990 | $71.0K | 0.00% | +25,990 | New |
| Hoese & Co LLP | 200 | $73.0K | 0.08% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 198 | $73.0K | 0.02% | +13+7.0% | Added |
| Hanson & Doremus Investment Management | 211 | $77.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 212 | $78.0K | 0.01% | −39−15.5% | Reduced |
| First Horizon Advisors, Inc. | 217 | $80.0K | 0.00% | −49−18.4% | Reduced |
| FourThought Financial, LLC | 226 | $81.0K | 0.01% | −63−21.8% | Reduced |
| Desjardins Global Asset Management Inc. | 220 | $81.0K | 0.01% | +220 | New |
| Byrne Asset Management LLC | 223 | $82.0K | 0.05% | −5−2.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 227 | $83.0K | 0.02% | −194−46.1% | Reduced |
| Guardian Wealth Management, Inc. | 225 | $83.0K | 0.08% | 00.0% | Unchanged |
| Foresight Capital Management Advisors, Inc. | 235 | $86.0K | 0.10% | +2+0.9% | Added |
| TCI Wealth Advisors, Inc. | 243 | $88.0K | 0.01% | +139+133.7% | Added |
| Stephens Inc | 250 | $92.0K | 0.00% | −445−64.0% | Reduced |
| Dividend Assets Capital, LLC | 250 | $92.0K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 259 | $95.0K | 0.03% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 279 | $102.0K | 0.03% | +2+0.7% | Added |
| Princeton Global Asset Management LLC | 280 | $102.0K | 0.03% | +45+19.1% | Added |
| Freedman Financial Associates, Inc. | 281 | $103.0K | 0.07% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 281 | $103.0K | 0.00% | +281 | New |
| Montag A & Associates Inc | 299 | $109.0K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 300 | $109.0K | 0.00% | +300 | New |
| Capital Advisors, Ltd. LLC | 300 | $110.0K | 0.02% | −2−0.7% | Reduced |
| Kelly Financial Services LLC | 303 | $110.8K | 0.05% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 312 | $114.0K | 0.06% | +49+18.6% | Added |
| Prospera Financial Services Inc | 349 | $128.0K | 0.01% | +349 | New |
| AllSquare Wealth Management LLC | 350 | $128.0K | 0.08% | +350 | New |
| FinTrust Capital Advisors, LLC | 352 | $129.0K | 0.03% | +178+102.3% | Added |
| Anchor Investment Management, LLC | 356 | $130.3K | 0.02% | +25+7.6% | Added |
| Concord Wealth Partners | 357 | $131.0K | 0.03% | +50+16.3% | Added |
| Kistler-Tiffany Companies, LLC | 357 | $131.0K | 0.02% | +312+693.3% | Added |
| SRS Capital Advisors, Inc. | 369 | $135.0K | 0.02% | +364+7,280.0% | Added |
| C M Bidwell & Associates Ltd | 397 | $145.0K | 0.10% | −7−1.7% | Reduced |
| West Oak Capital, LLC | 400 | $146.0K | 0.07% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $150.0K | 0.10% | – | New |
| Steward Partners Investment Advisory, LLC | 456 | $167.0K | 0.00% | −15,291−97.1% | Reduced |
| United Community Bank | 460 | $168.4K | 0.17% | +50+12.2% | Added |
| Bellevue Asset Management, LLC | 477 | $178.0K | 0.11% | 00.0% | Unchanged |
| ARK Investment Management LLCSuperinvestorARK Invest | 491 | $180.0K | 0.00% | +491 | New |
| EverSource Wealth Advisors, LLC | 516 | $190.0K | 0.05% | +407+373.4% | Added |
| Clearstead Advisors, LLC | 533 | $195.0K | 0.01% | +308+136.9% | Added |
| AlphaMark Advisors, LLC | 544 | $199.0K | 0.07% | +1+0.2% | Added |
| Jackson Hole Capital Partners, LLC | 546 | $200.0K | 0.06% | +546 | New |
| Trust Co of Vermont | 551 | $202.0K | 0.01% | −2−0.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 555 | $203.0K | 0.04% | +2+0.4% | Added |
| Philadelphia Trust Co | 560 | $205.0K | 0.02% | +560 | New |
| Campbell & CO Investment Adviser LLC | 560 | $205.0K | 0.06% | +560 | New |
| FORA Capital, LLC | 551 | $206.0K | 0.04% | −1,570−74.0% | Reduced |
| IFP Advisors, Inc | 1,993 | $206.0K | 0.00% | +953+91.6% | Added |
| Alhambra Investment Partners LLC | 569 | $208.0K | 0.14% | +29+5.4% | Added |
| Money Concepts Capital Corp | 570 | $208.0K | 0.01% | +570 | New |
| Caxton Associates LP | 569 | $208.0K | 0.02% | +569 | New |
| Rehmann Capital Advisory Group | 570 | $208.7K | 0.02% | −56−8.9% | Reduced |
| Range Financial Group LLC | 571 | $209.0K | 0.13% | −88−13.4% | Reduced |
| Sit Investment Associates Inc | 570 | $209.0K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 570 | $209.0K | 0.00% | +570 | New |
| Keystone Financial Group | 575 | $210.0K | 0.04% | +24+4.4% | Added |
| Covestor Ltd | 576 | $211.0K | 0.15% | +221+62.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 579 | $212.0K | 0.01% | +68+13.3% | Added |
| Koshinski Asset Management, Inc. | 583 | $213.5K | 0.02% | −1,196−67.2% | Reduced |
| Great Valley Advisor Group, Inc. | 506 | $214.0K | 0.01% | +506 | New |
| Wedmont Private Capital | 584 | $214.0K | 0.05% | +584 | New |
| Tiemann Investment Advisors, LLC | 587 | $215.0K | 0.10% | −113−16.1% | Reduced |
| AlphaStar Capital Management, LLC | 586 | $215.0K | 0.02% | −52−8.2% | Reduced |
| Strategy Asset Managers LLC | 592 | $217.0K | 0.05% | +592 | New |
| Zeke Capital Advisors, LLC | 593 | $217.0K | 0.01% | +593 | New |
| Frank, Rimerman Advisors LLC | 600 | $219.6K | 0.07% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 600 | $219.6K | 0.15% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 600 | $220.0K | 0.00% | −2,871−82.7% | Reduced |
| 180 Wealth Advisors, LLC | 652 | $220.0K | 0.05% | −540−45.3% | Reduced |
| FLC Capital Advisors | 600 | $220.0K | 0.06% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 604 | $221.0K | 0.06% | −481−44.3% | Reduced |
| Winch Advisory Services, LLC | 603 | $221.0K | 0.08% | −1−0.2% | Reduced |
| Probity Advisors, Inc. | 603 | $221.0K | 0.05% | −1−0.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 603 | $221.0K | 0.01% | 00.0% | Unchanged |
| Mark Stevens | 610 | $223.0K | 0.02% | −5−0.8% | Reduced |
| Kolinsky Wealth Management, LLC | 618 | $226.0K | 0.22% | +1+0.2% | Added |
| Verity Asset Management, Inc. | 620 | $227.0K | 0.14% | +142+29.7% | Added |
| Meiji Yasuda Life Insurance Co | 623 | $228.0K | 0.00% | +623 | New |
| Haverford Trust Co | 626 | $229.0K | 0.00% | +626 | New |
| Ferguson Wellman Capital Management, Inc | 631 | $231.0K | 0.01% | +3+0.5% | Added |
| Foundry Partners, LLC | 637 | $233.0K | 0.01% | −122−16.1% | Reduced |
| United Capital Financial Advisers, LLC | 644 | $236.0K | 0.00% | +14+2.2% | Added |
