| Pinnacle Bancorp, Inc. | 65 | $22.5K | 0.01% | −12−15.6% | Reduced |
| Fortitude Family Office, LLC | 66 | $22.8K | 0.00% | +1+1.5% | Added |
| Keating Financial Advisory Services, Inc. | 67 | $23.1K | 0.00% | +2+3.1% | Added |
| Mather Group, LLC. | 67 | $23.1K | 0.00% | +4+6.3% | Added |
| Citizens National Bank Trust Department | 69 | $23.8K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 70 | $24.2K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 70 | $24.2K | 0.00% | +7+11.1% | Added |
| Bell Investment Advisors, Inc | 76 | $26.3K | 0.00% | −2−2.6% | Reduced |
| JFS Wealth Advisors, LLC | 77 | $26.6K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 77 | $26.7K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 78 | $27.0K | 0.01% | −15−16.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 79 | $27.4K | 0.00% | −1−1.3% | Reduced |
| Peregrine Capital Management LLC | 90 | $31.1K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 91 | $31.4K | 0.02% | −15−14.2% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 95 | $32.7K | 0.01% | +95 | New |
| Caitong International Asset Management Co., Ltd | 97 | $33.5K | 0.00% | −359−78.7% | Reduced |
| Private Wealth Management Group, LLC | 97 | $33.5K | 0.01% | −4−4.0% | Reduced |
| CVA Family Office, LLC | 97 | $33.5K | 0.00% | +7+7.8% | Added |
| Hilton Head Capital Partners, LLC | 105 | $36.3K | 0.02% | −54−34.0% | Reduced |
| First Horizon Corp | 108 | $37.3K | 0.00% | +44+68.8% | Added |
| Private Trust Co NA | 110 | $38.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 111 | $38.3K | 0.00% | −78−41.3% | Reduced |
| Brown Brothers Harriman & Co | 111 | $38.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 120 | $41.5K | 0.01% | +120 | New |
| Harbour Investments, Inc. | 145 | $50.1K | 0.00% | +2+1.4% | Added |
| True Wealth Design, LLC | 163 | $56.3K | 0.01% | +14+9.4% | Added |
| Deseret Mutual Benefit Administrators | 176 | $60.8K | 0.02% | −54−23.5% | Reduced |
| Bryn Mawr Trust Co | 181 | $62.5K | 0.00% | −6−3.2% | Reduced |
| SJS Investment Consulting Inc. | 190 | $65.7K | 0.01% | +11+6.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 219 | $75.6K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 221 | $76.3K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 223 | $77.0K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 236 | $81.5K | 0.01% | +9+4.0% | Added |
| Ares Financial Consulting, LLC | 237 | $81.9K | 0.06% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 239 | $82.5K | 0.00% | +239 | New |
| V-Square Quantitative Management LLC | 239 | $82.6K | 0.01% | +26+12.2% | Added |
| RMG Wealth Management LLC | 230 | $83.9K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 279 | $85.7K | 0.00% | −20−6.7% | Reduced |
| Whittier Trust Co | 274 | $86.9K | 0.00% | +4+1.5% | Added |
| Quarry LP | 255 | $88.1K | 0.01% | +165+183.3% | Added |
| Harvest Fund Management Co., Ltd | 292 | $101.0K | 0.00% | −9−3.0% | Reduced |
| Larson Financial Group LLC | 295 | $101.9K | 0.00% | +111+60.3% | Added |
| Toronto Dominion Bank | 299 | $103.0K | 0.00% | +299 | New |
| Community Bank, N.A. | 303 | $104.7K | 0.01% | +144+90.6% | Added |
| Clearstead Advisors, LLC | 315 | $108.8K | 0.00% | +37+13.3% | Added |
| Acadian Asset Management LLC | 318 | $109.0K | 0.00% | +318 | New |
| Cape Investment Advisory, Inc. | 320 | $110.5K | 0.03% | +320 | New |
| International Assets Investment Management, LLC | 371 | $118.9K | 0.01% | −19−4.9% | Reduced |
| Covestor Ltd | 352 | $122.0K | 0.07% | −104−22.8% | Reduced |
| Advisors Asset Management, Inc. | 462 | $159.6K | 0.00% | −8−1.7% | Reduced |
| Smartleaf Asset Management LLC | 498 | $171.1K | 0.01% | 00.0% | Unchanged |
| Index Technologies Group LLC | 503 | $173.8K | 0.14% | +503 | New |
| EFG International AG | 509 | $175.8K | 0.00% | +110+27.6% | Added |
| Balyasny Asset Management LLC | 521 | $180.0K | 0.00% | +521 | New |
| Bayforest Capital Ltd | 548 | $189.3K | 0.17% | +548 | New |
| Atlas Capital Advisors LLC | 549 | $189.6K | 0.02% | +15+2.8% | Added |
| Umb Bank N A | 562 | $194.1K | 0.00% | +4+0.7% | Added |
| Parallel Advisors, LLC | 577 | $199.3K | 0.00% | −21−3.5% | Reduced |
| Cidel Asset Management Inc | 580 | $200.3K | 0.01% | +580 | New |
| GDS Wealth Management | 583 | $201.4K | 0.01% | +583 | New |
| Jeter Robert S II | 604 | $202.4K | 0.19% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 596 | $205.9K | 0.01% | +596 | New |
| DV Trading LLC | 600 | $207.3K | 0.02% | +600 | New |
| Bridgefront Capital, LLC | 601 | $207.6K | 0.05% | −565−48.5% | Reduced |
| Denali Advisors LLC | 603 | $208.3K | 0.02% | +603 | New |
| Nomura Asset Management Co Ltd | 604 | $208.6K | 0.00% | −12,375−95.3% | Reduced |
| Millstone Evans Group, LLC | 605 | $209.0K | 0.11% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 605 | $209.0K | 0.04% | +605 | New |
| Interchange Capital Partners, LLC | 607 | $209.7K | 0.04% | +607 | New |
| Eurizon Capital SGR S.p.A. | 629 | $216.4K | 0.00% | −452−41.8% | Reduced |
| Diversify Advisory Services, LLC | 640 | $216.4K | 0.00% | +640 | New |
| Diversify Wealth Management, LLC | 640 | $216.4K | 0.00% | +640 | New |
| Argent Trust Co | 631 | $218.0K | 0.01% | +631 | New |
| Ground Swell Capital, LLC | 654 | $225.9K | 0.24% | +654 | New |
| Kaufman Rossin Wealth, LLC | 688 | $226.3K | 0.11% | +688 | New |
| Alteri Wealth LLC | 656 | $226.6K | 0.06% | −177−21.2% | Reduced |
| StoneX Group Inc. | 659 | $227.8K | 0.01% | +659 | New |
| Sym Financial Corp | 660 | $228.0K | 0.02% | +660 | New |
| Independent Advisor Alliance | 660 | $228.0K | 0.01% | +660 | New |
| Norden Group LLC | 669 | $231.1K | 0.02% | +669 | New |
| Jacobs Levy Equity Management, Inc | 678 | $234.2K | 0.00% | +678 | New |
| Modern Wealth Management, LLC | 685 | $236.7K | 0.00% | +685 | New |
| Essential Partners LLC | 687 | $237.3K | 0.11% | −2,174−76.0% | Reduced |
| Huntington National Bank | 689 | $238.0K | 0.00% | +140+25.5% | Added |
| Waddell & Associates, LLC | 694 | $239.7K | 0.01% | +694 | New |
| Perfromance Wealth Partners, LLC | 708 | $244.6K | 0.01% | +708 | New |
| Envestnet Portfolio Solutions, Inc. | 710 | $245.3K | 0.00% | −131−15.6% | Reduced |
| Parcion Private Wealth LLC | 710 | $245.3K | 0.01% | +710 | New |
| Essex Financial Services, Inc. | 717 | $247.6K | 0.01% | +717 | New |
| United Capital Financial Advisers, LLC | 719 | $248.4K | 0.00% | −62−7.9% | Reduced |
| ISAM Funds (UK) Ltd | 720 | $248.7K | 0.18% | +720 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 719 | $249.5K | 0.00% | +719 | New |
| Kestra Investment Management, LLC | 725 | $250.4K | 0.00% | −178−19.7% | Reduced |
| Laurel Oak Wealth Management, LLC | 726 | $250.8K | 0.04% | +726 | New |
| Platform Technology Partners | 727 | $251.1K | 0.04% | −99−12.0% | Reduced |
| Stephens Inc | 757 | $261.5K | 0.00% | −62−7.6% | Reduced |
| Wedmont Private Capital | 781 | $261.7K | 0.01% | +781 | New |
| R Squared Ltd | 767 | $264.9K | 0.14% | +767 | New |
| Rafferty Asset Management, LLC | 768 | $265.3K | 0.00% | +768 | New |
| Parkside Financial Bank & Trust | 768 | $265.3K | 0.02% | −6−0.8% | Reduced |
