| American National Bank | 133 | $69.2K | 0.01% | −138−50.9% | Reduced |
| Robinson Value Management, Ltd. | 134 | $69.7K | 0.05% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 136 | $70.8K | 0.00% | +36+36.0% | Added |
| Prestige Wealth Management Group LLC | 136 | $70.8K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 136 | $71.1K | 0.03% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 140 | $72.8K | 0.05% | −73−34.3% | Reduced |
| Arlington Trust Co LLC | 141 | $73.4K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 145 | $75.5K | 0.01% | +16+12.4% | Added |
| Hopwood Financial Services, Inc. | 146 | $76.0K | 0.06% | +146 | New |
| Disciplina Capital Management LLC | 147 | $76.3K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 148 | $77.0K | 0.03% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 150 | $78.0K | 0.03% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 150 | $78.0K | 0.02% | +39+35.1% | Added |
| Kentucky Trust Co | 150 | $78.0K | 0.05% | +150 | New |
| Runnymede Capital Advisors, Inc. | 150 | $78.0K | 0.07% | +150 | New |
| MPWM Advisory Solutions, LLC | 150 | $78.0K | 0.06% | +150 | New |
| Financial Avengers, Inc. | 151 | $78.4K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 156 | $81.0K | 0.05% | +4+2.6% | Added |
| Private Wealth Management Group, LLC | 158 | $82.2K | 0.03% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 134 | $82.9K | 0.01% | +134 | New |
| Evolution Advisers, Inc. | 160 | $83.0K | 0.05% | 00.0% | Unchanged |
| Maj Invest Holding A/S | 160 | $83.0K | 0.00% | +160 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 166 | $86.4K | 0.02% | +71+74.7% | Added |
| Fairfield Financial Advisors, LTD | 168 | $87.2K | 0.03% | 00.0% | Unchanged |
| Menard Financial Group LLC | 174 | $90.5K | 0.05% | +174 | New |
| Cove Street Capital, LLC | 175 | $91.0K | 0.11% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 176 | $91.6K | 0.03% | +6+3.5% | Added |
| Strengthening Families & Communities, LLC | 178 | $93.0K | 0.05% | −4,702−96.4% | Reduced |
| Prudent Man Investment Management, Inc. | 179 | $93.1K | 0.05% | +179 | New |
| Bruce G. Allen Investments, LLC | 180 | $93.6K | 0.08% | +3+1.7% | Added |
| JNBA Financial Advisors | 181 | $94.2K | 0.01% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 181 | $94.2K | 0.08% | +181 | New |
| Tortoise Investment Management, LLC | 182 | $94.7K | 0.01% | −19−9.5% | Reduced |
| United Community Bank | 189 | $98.3K | 0.04% | 00.0% | Unchanged |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 190 | $98.8K | 0.06% | +190 | New |
| McIlrath & Eck, LLC | 197 | $102.5K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 198 | $103.0K | 0.01% | +198 | New |
| Raleigh Capital Management Inc. | 198 | $103.1K | 0.04% | −6−2.9% | Reduced |
| Beacon Capital Management, LLC | 199 | $103.5K | 0.01% | −88−30.7% | Reduced |
| Campbell Capital Management Inc | 200 | $104.0K | 0.04% | +200 | New |
| Trust Co | 205 | $106.6K | 0.01% | +155+310.0% | Added |
| Global Financial Private Client, LLC | 211 | $109.8K | 0.04% | −14−6.2% | Reduced |
| Pin Oak Investment Advisors Inc | 180 | $111.0K | 0.10% | 00.0% | Unchanged |
| West Oak Capital, LLC | 220 | $114.5K | 0.04% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 224 | $116.5K | 0.01% | −7−3.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 224 | $116.5K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 230 | $119.6K | 0.17% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 233 | $121.2K | 0.05% | 00.0% | Unchanged |
| General Partner, Inc. | 234 | $121.7K | 0.07% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 240 | $124.9K | 0.05% | 00.0% | Unchanged |
| TSFG, LLC | 242 | $126.0K | 0.03% | 00.0% | Unchanged |
| BFSG, LLC | 243 | $126.4K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 251 | $130.4K | 0.06% | −5−2.0% | Reduced |
| Financial Management Professionals, Inc. | 252 | $131.1K | 0.02% | −41−14.0% | Reduced |
| JFS Wealth Advisors, LLC | 252 | $131.2K | 0.01% | −17−6.3% | Reduced |
| Standard Family Office LLC | 255 | $132.7K | 0.16% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 256 | $133.2K | 0.63% | +12+4.9% | Added |
| Tower View Investment Management & Research LLC | 261 | $135.7K | 0.07% | −2−0.8% | Reduced |
| Rowland & Co Investment Counsel | 264 | $137.3K | 0.03% | +30+12.8% | Added |
| Sherman Asset Management, Inc. | 266 | $138.5K | 0.13% | +266 | New |
| Blue Bell Private Wealth Management, LLC | 269 | $139.9K | 0.03% | +5+1.9% | Added |
| WealthCollab, LLC | 270 | $140.5K | 0.09% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 272 | $141.6K | 0.02% | −4−1.4% | Reduced |
| Coppell Advisory Solutions LLC | 276 | $144.5K | 0.02% | +49+21.6% | Added |
| Addison Advisors LLC | 288 | $149.8K | 0.04% | −30−9.4% | Reduced |
| J.Safra Asset Management Corp | 293 | $152.0K | 0.01% | +1+0.3% | Added |
| Roxbury Financial LLC | 288 | $152.5K | 0.15% | +288 | New |
| Deseret Mutual Benefit Administrators | 295 | $153.5K | 0.08% | +13+4.6% | Added |
| Harbor Investment Advisory, LLC | 298 | $155.0K | 0.01% | +3+1.0% | Added |
| Horrell Capital Management, Inc. | 300 | $156.0K | 0.05% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 300 | $156.1K | 0.35% | +300 | New |
| Aspect Partners, LLC | 304 | $158.2K | 0.09% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 66,863 | $158.3K | 0.05% | +66,863 | New |
| Centricity Wealth Management, LLC | 305 | $158.7K | 0.15% | +305 | New |
| Garde Capital, Inc. | 311 | $162.0K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 299 | $163.0K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 314 | $163.4K | 0.30% | −298−48.7% | Reduced |
| Blume Capital Management, Inc. | 325 | $169.1K | 0.04% | 00.0% | Unchanged |
| NCP Inc. | 325 | $169.1K | 0.09% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 326 | $169.6K | 0.11% | −117−26.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 331 | $172.3K | 0.03% | −29−8.1% | Reduced |
| Colonial Trust Advisors | 334 | $173.8K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 334 | $173.8K | 0.02% | +19+6.0% | Added |
| TFC Financial Management | 343 | $178.4K | 0.03% | −22−6.0% | Reduced |
| Y.D. More Investments Ltd | 346 | $180.0K | 0.02% | −16−4.4% | Reduced |
| Kestra Investment Management, LLC | 347 | $180.3K | 0.01% | −532−60.5% | Reduced |
| Stance Capital LLC | 351 | $182.6K | 0.11% | +351 | New |
| Breakwater Investment Management | 358 | $186.2K | 0.08% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 363 | $188.8K | 0.17% | +363 | New |
| Hillsdale Investment Management Inc. | 372 | $193.5K | 0.01% | −280−42.9% | Reduced |
| Bell Investment Advisors, Inc | 373 | $193.9K | 0.04% | −25−6.3% | Reduced |
| Asset Planning,Inc | 378 | $196.4K | 0.15% | +378 | New |
| Green Harvest Asset Management LLC | 385 | $200.3K | 0.00% | +385 | New |
| West Michigan Advisors, LLC | 387 | $201.5K | 0.06% | −17−4.2% | Reduced |
| Bond & Devick Financial Network, Inc. | 326 | $201.7K | 0.09% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 389 | $202.2K | 0.03% | 00.0% | Unchanged |
| VanderPol Investments L.L.C. | 390 | $202.9K | 0.44% | +28+7.7% | Added |
| PUREfi Wealth, LLC | 390 | $202.9K | 0.20% | +390 | New |
| Advus Financial Partners, LLC | 390 | $203.0K | 0.06% | −45−10.3% | Reduced |
| Family Management Corp | 391 | $203.4K | 0.03% | −26−6.2% | Reduced |
