| Pinnacle Bancorp, Inc. | 568 | $144.1K | 0.04% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 577 | $146.4K | 0.06% | +40+7.4% | Added |
| City State Bank | 578 | $146.7K | 0.05% | −83−12.6% | Reduced |
| Bruce G. Allen Investments, LLC | 596 | $151.2K | 0.12% | −82−12.1% | Reduced |
| nVerses Capital, LLC | 600 | $152.3K | 0.07% | +600 | New |
| Gen-Wealth Partners Inc | 658 | $159.9K | 0.07% | +54+8.9% | Added |
| Whittier Trust Co of Nevada Inc | 631 | $160.1K | 0.00% | +176+38.7% | Added |
| Quarry LP | 643 | $163.2K | 0.05% | +340+112.2% | Added |
| Darwin Advisors, LLC | 643 | $163.3K | 0.04% | +643 | New |
| Capital Advisors, Ltd. LLC | 647 | $164.0K | 0.02% | −37−5.4% | Reduced |
| Covestor Ltd | 671 | $170.0K | 0.11% | +158+30.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 685 | $173.8K | 0.06% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 685 | $173.8K | 0.03% | +103+17.7% | Added |
| Bullock Wealth Management Group | 694 | $176.5K | 0.11% | +240+52.9% | Added |
| Paloma Partners Management Co | 697 | $176.9K | 0.01% | +304+77.4% | Added |
| Monetary Management Group Inc | 700 | $177.6K | 0.05% | 00.0% | Unchanged |
| Riverview Trust Co | 705 | $178.9K | 0.16% | +118+20.1% | Added |
| Glass Jacobson Investment Advisors llc | 743 | $188.5K | 0.06% | +696+1,480.9% | Added |
| Princeton Global Asset Management LLC | 775 | $196.5K | 0.04% | 00.0% | Unchanged |
| Hemington Wealth Management | 821 | $199.0K | 0.05% | +821 | New |
| HTLF Bank | 789 | $200.2K | 0.02% | +789 | New |
| TCI Wealth Advisors, Inc. | 791 | $200.7K | 0.02% | +791 | New |
| AMG National Trust Bank | 799 | $202.8K | 0.01% | +799 | New |
| Narus Financial Partners, LLC | 800 | $203.0K | 0.07% | +800 | New |
| Ambassador Advisors, LLC | 801 | $203.3K | 0.04% | +801 | New |
| Wealthstream Advisors, Inc. | 803 | $203.8K | 0.04% | +803 | New |
| Sunburst Financial Group, LLC | 804 | $204.0K | 0.05% | +804 | New |
| Legacy Trust | 808 | $205.0K | 0.05% | +808 | New |
| Callan Family Office, LLC | 809 | $205.3K | 0.03% | +809 | New |
| SRS Capital Advisors, Inc. | 810 | $205.7K | 0.02% | +26+3.3% | Added |
| Peachtree Investment Partners, LLC | 815 | $206.8K | 0.08% | +815 | New |
| Delta Investment Management, LLC | 816 | $207.1K | 0.04% | +816 | New |
| Index Fund Advisors, Inc. | 818 | $207.6K | 0.01% | +818 | New |
| Montecito Bank & Trust | 819 | $207.8K | 0.04% | +819 | New |
| True North Advisors, LLC | 820 | $208.1K | 0.05% | +820 | New |
| Hanson & Doremus Investment Management | 822 | $209.0K | 0.03% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 824 | $209.1K | 0.01% | +824 | New |
| BLB&B Advisors, LLC | 829 | $210.4K | 0.01% | +829 | New |
| Amplius Wealth Advisors, LLC | 834 | $211.6K | 0.02% | +834 | New |
| Foundations Investment Advisors, LLC | 837 | $212.4K | 0.00% | +837 | New |
| NCM Capital Management, LLC | 840 | $213.2K | 0.10% | +840 | New |
| Stillwater Capital Advisors, LLC | 843 | $213.9K | 0.03% | +843 | New |
| Obsidian Personal Planning Solutions LLC | 883 | $214.4K | 0.11% | +883 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 845 | $214.4K | 0.01% | +307+57.1% | Added |
| Equitable Trust Co | 845 | $214.4K | 0.01% | +845 | New |
| Smith, Moore & Co. | 845 | $214.4K | 0.02% | +845 | New |
| WMS Partners, LLC | 848 | $215.2K | 0.01% | −565−40.0% | Reduced |
| CVA Family Office, LLC | 849 | $215.4K | 0.03% | +78+10.1% | Added |
| ARS Investment Partners, LLC | 858 | $217.7K | 0.02% | +858 | New |
| Perennial Investment Advisors, LLC | 860 | $218.2K | 0.03% | +860 | New |
| Traveka Wealth, LLC | 860 | $218.3K | 0.11% | +860 | New |
| Sandhill Capital Partners LLC | 862 | $218.7K | 0.02% | +862 | New |
| Sagace Wealth Management LLC | 871 | $219.4K | 0.17% | +871 | New |
| Ariel Investments, LLC | 869 | $220.5K | 0.00% | −177−16.9% | Reduced |
| TrueWealth Advisors, LLC | 870 | $220.8K | 0.07% | +870 | New |
| Jacobsen Capital Management | 872 | $221.3K | 0.09% | +872 | New |
| Weatherly Asset Management L. P. | 873 | $221.5K | 0.02% | +873 | New |
| TCG Advisory Services, LLC | 875 | $222.1K | 0.01% | +875 | New |
| Cornerstone Wealth Management, LLC | 878 | $222.8K | 0.02% | +878 | New |
| Marks Group Wealth Management, Inc | 878 | $222.8K | 0.02% | −400−31.3% | Reduced |
| Cardiff Park Advisors, LLC | 878 | $222.8K | 0.02% | +878 | New |
| Associated Banc-Corp | 879 | $223.1K | 0.01% | +879 | New |
| E Fund Management Co., Ltd. | 885 | $224.6K | 0.01% | +885 | New |
| Baldwin Investment Management, LLC | 887 | $225.1K | 0.03% | +887 | New |
| Rockport Wealth LLC | 897 | $227.6K | 0.06% | +897 | New |
| RiverFront Investment Group, LLC | 898 | $227.9K | 0.01% | +898 | New |
| Paradigm Asset Management Co LLC | 900 | $228.4K | 0.06% | 00.0% | Unchanged |
| Barr E S & Co | 900 | $228.4K | 0.01% | +900 | New |
| Baker Ellis Asset Management LLC | 900 | $228.4K | 0.03% | +900 | New |
| Pecaut & Co. | 900 | $228.4K | 0.08% | +900 | New |
| Ariston Services Group | 903 | $229.1K | 0.20% | +903 | New |
| Busey Wealth Management | 904 | $229.4K | 0.01% | +904 | New |
| Change Path, LLC | 905 | $229.7K | 0.01% | +905 | New |
| Acorn Financial Advisory Services Inc | 911 | $231.2K | 0.04% | +911 | New |
| Oliver Lagore Vanvalin Investment Group | 911 | $231.2K | 0.06% | +90+11.0% | Added |
| Confluence Wealth Services, Inc. | 914 | $231.9K | 0.02% | −1,641−64.2% | Reduced |
| Cornerstone Wealth Group, LLC | 916 | $232.4K | 0.02% | +916 | New |
| Trust Co of Virginia | 918 | $233.0K | 0.02% | +918 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 918 | $233.0K | 0.09% | +918 | New |
| Zacks Investment Management | 920 | $233.6K | 0.00% | +920 | New |
| Principal Street Partners, LLC | 1,127 | $234.1K | 0.04% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 948 | $235.4K | 0.01% | +948 | New |
| Americana Partners, LLC | 928 | $235.5K | 0.02% | −311−25.1% | Reduced |
| Green Square Capital Advisors LLC | 939 | $235.8K | 0.03% | +939 | New |
| Evernest Financial Advisors, LLC | 932 | $236.5K | 0.06% | +932 | New |
| Seven Mile Advisory | 932 | $236.5K | 0.16% | +932 | New |
| Jackson Creek Investment Advisors LLC | 932 | $237.0K | 0.07% | −218−19.0% | Reduced |
| Wealth Alliance | 935 | $237.3K | 0.03% | −106−10.2% | Reduced |
| Trust Investment Advisors | 939 | $238.2K | 0.15% | +939 | New |
| Hollencrest Capital Management | 939 | $238.3K | 0.01% | +28+3.1% | Added |
| Werba Rubin Papier Wealth Management | 942 | $239.0K | 0.06% | +942 | New |
| Outlook Wealth Advisors, LLC | 944 | $239.5K | 0.07% | +944 | New |
| New Republic Capital, LLC | 948 | $240.6K | 0.14% | +948 | New |
| Wall Street Access Asset Management, LLC | 950 | $241.1K | 0.09% | +950 | New |
| Cardinal Strategic Wealth Guidance | 950 | $241.1K | 0.08% | +950 | New |
| Advisor Resource Council | 952 | $241.6K | 0.11% | +952 | New |
| LVW Advisors, LLC | 954 | $242.1K | 0.03% | +954 | New |
| Auxano Advisors, LLC | 954 | $242.1K | 0.06% | +954 | New |
| Kickstand Ventures, LLC. | 957 | $242.8K | 0.06% | +957 | New |
| Turtle Creek Wealth Advisors, LLC | 957 | $242.8K | 0.05% | +957 | New |