| Wealth Dimensions Group, Ltd. | 359 | $259.9K | 0.05% | +359 | New |
| Peak Retirement Planning, Inc. | 358 | $258.5K | 0.04% | +358 | New |
| JPL Wealth Management, LLC | 357 | $258.1K | 0.05% | +15+4.4% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 357 | $258.1K | 0.10% | +357 | New |
| Clune & Associates, Ltd. | 357 | $258.1K | 0.04% | +357 | New |
| Waystone Advisors LLC | 357 | $258.1K | 0.19% | +357 | New |
| Boreal Capital Management LLC | 356 | $257.4K | 0.19% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 356 | $257.4K | 0.04% | +356 | New |
| Argent Advisors, Inc. | 356 | $257.4K | 0.06% | +356 | New |
| Davy Global Fund Management Ltd | 356 | $257.4K | 0.02% | +356 | New |
| Ridge Creek Global, Inc | 356 | $257.4K | 0.20% | +356 | New |
| Armstrong Advisory Group, Inc | 355 | $256.7K | 0.02% | +112+46.1% | Added |
| Richwood Investment Advisors, LLC | 355 | $256.7K | 0.18% | +355 | New |
| J.M. Arbour, LLC | 354 | $255.9K | 0.22% | +354 | New |
| Castle Rock Wealth Management, LLC | 391 | $254.5K | 0.05% | +391 | New |
| Riverbend Wealth Management, LLC | 352 | $254.5K | 0.13% | +352 | New |
| Markin Asset Management, LP | 352 | $254.5K | 0.22% | +352 | New |
| Leigh Baldwin & Co., LLC | 352 | $254.2K | 0.14% | +352 | New |
| Corepath Wealth Partners LLC | 445 | $253.9K | 0.16% | +445 | New |
| ACT Advisors, LLC. | 351 | $253.6K | 0.08% | +351 | New |
| McMillan Office, Inc. | 350 | $253.1K | 0.03% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 350 | $253.1K | 0.12% | +350 | New |
| Boltwood Capital Management | 350 | $253.1K | 0.06% | +350 | New |
| WealthCare Asset Management, LLC | 350 | $253.1K | 0.11% | +350 | New |
| Zinnia Wealth Advisory, LLC | 350 | $253.1K | 0.26% | +350 | New |
| Cassia Capital Partners, LLC | 349 | $252.3K | 0.12% | +349 | New |
| Intelligent Financial Strategies | 349 | $252.3K | 0.12% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 349 | $252.3K | 0.06% | +50+16.7% | Added |
| Paulson Wealth Management Inc. | 349 | $252.3K | 0.05% | +349 | New |
| Manske Wealth Management | 349 | $252.3K | 0.06% | +349 | New |
| IFC Advisors LLC | 348 | $251.6K | 0.03% | +348 | New |
| Bannerstone Capital Management, LLC | 348 | $251.6K | 0.21% | +348 | New |
| Axis Wealth Partners, LLC | 348 | $251.3K | 0.12% | +348 | New |
| Lansing Street Advisors | 348 | $251.3K | 0.05% | +348 | New |
| Firethorn Wealth Partners, LLC | 347 | $250.9K | 0.08% | +347 | New |
| Avid Wealth Partners LLC | 345 | $249.4K | 0.12% | +345 | New |
| NWF Advisory Services Inc. | 345 | $249.4K | 0.02% | +345 | New |
| Presper Financial Architects, LLC | 345 | $249.4K | 0.13% | +345 | New |
| Jackson Wealth Management, LLC | 345 | $249.0K | 0.15% | +345 | New |
| Banque Transatlantique SA | 344 | $248.8K | 0.01% | −1,140−76.8% | Reduced |
| M. Kraus & Co | 344 | $248.7K | 0.07% | +344 | New |
| Berkeley Capital Partners, LLC | 344 | $248.7K | 0.05% | +344 | New |
| DecisionMap Wealth Management, LLC | 344 | $248.7K | 0.14% | +344 | New |
| Buffalo Business & Estate Services Ltd | – | $248.4K | 0.03% | – | New |
| Bernardo Wealth Planning LLC | 343 | $248.0K | 0.04% | +343 | New |
| Walled Lake Planning & Wealth Management, LLC | 343 | $248.0K | 0.06% | +343 | New |
| Apollon Financial, LLC | 342 | $247.3K | 0.03% | +342 | New |
| Harrington Investments, INC | 340 | $245.8K | 0.12% | +340 | New |
| Beck Capital Management, LLC | 340 | $245.8K | 0.05% | +340 | New |
| Demars Financial Group, LLC | 340 | $245.8K | 0.07% | +340 | New |
| Cypress Capital, LLC | 340 | $245.8K | 0.07% | +340 | New |
| TL Private Wealth | 442 | $245.3K | 0.09% | +442 | New |
| Wealth Management Nebraska | 339 | $245.1K | 0.02% | +339 | New |
| Covestor Ltd | 339 | $245.0K | 0.14% | −16−4.5% | Reduced |
| Strata Wealth Advisors, LLC | 337 | $243.7K | 0.06% | +337 | New |
| Cambridge Financial Group, LLC | 337 | $243.7K | 0.08% | +337 | New |
| Smith Partners Wealth Management, LLC | 337 | $243.7K | 0.19% | +337 | New |
| Krane Funds Advisors LLC | 336 | $242.9K | 0.01% | +336 | New |
| Arbor Investment Advisors, LLC | 336 | $242.9K | 0.03% | +336 | New |
| Augustine Asset Management Inc | 335 | $242.2K | 0.05% | +335 | New |
| Avail Investment Partners, LLC | 335 | $242.2K | 0.19% | +335 | New |
| Claret Asset Management Corp | 335 | $242.0K | 0.03% | −926−73.4% | Reduced |
| Heritage Investors Management Corp | 335 | $242.0K | 0.01% | +335 | New |
| Fermata Advisors, LLC | 334 | $241.7K | 0.05% | +334 | New |
| May Barnhard Investments LLC | 334 | $241.5K | 0.10% | +334 | New |
| Provenance Wealth Advisors, LLC | 333 | $240.8K | 0.02% | +9+2.8% | Added |
| Vilga Financial Planning LLC | 333 | $240.8K | 0.18% | +333 | New |
| Security Financial Services, INC. | 333 | $240.4K | 0.03% | +333 | New |
| Bridges Investment Management Inc | 332 | $240.0K | 0.00% | +332 | New |
| Violich Capital Management, Inc. | 332 | $240.0K | 0.03% | +332 | New |
| Beacon Capital Management, LLC | 331 | $239.5K | 0.04% | +331 | New |
| Financial Consulate, Inc | 331 | $239.3K | 0.03% | +13+4.1% | Added |
| TMB Capital Partners, LLC | 330 | $238.6K | 0.07% | +330 | New |
| Second Half Financial Partners, LLC | 330 | $238.4K | 0.10% | +330 | New |
| Loomis Sayles & Co L P | 329 | $237.9K | 0.00% | +129+64.5% | Added |
| Miramontes Capital, LLC | 329 | $237.9K | 0.07% | +329 | New |
| Element Pointe Advisors, LLC | 328 | $237.1K | 0.04% | +328 | New |
| XY Planning Network, Inc. | 327 | $236.7K | 0.03% | +327 | New |
| Maridea Wealth Management LLC | 327 | $236.5K | 0.03% | +327 | New |
| Carson Advisory Inc. | 327 | $236.4K | 0.11% | +327 | New |
| Cannon Wealth Management Services, LLC | 327 | $236.4K | 0.13% | +327 | New |
| Waterford Advisors, LLC | 4,131 | $235.4K | 0.06% | +4,131 | New |
| Black Diamond Financial, LLC | 325 | $235.3K | 0.02% | +325 | New |
| Sloy Dahl & Holst, LLC | 325 | $235.0K | 0.03% | +325 | New |
| First Growth Capital LLC | 325 | $235.0K | 0.18% | +325 | New |
| World Equity Group, Inc. | 324 | $234.3K | 0.05% | −1,529−82.5% | Reduced |
| Bruce G. Allen Investments, LLC | 324 | $234.3K | 0.15% | −128−28.3% | Reduced |
| Riverwater Partners LLC | 323 | $233.5K | 0.07% | +323 | New |
| Adapt Wealth Advisors, LLC | 322 | $232.8K | 0.08% | −454−58.5% | Reduced |
| V2 Financial group LLC | 322 | $232.8K | 0.09% | +322 | New |
| Finer Wealth Management, Inc. | 321 | $232.1K | 0.10% | +321 | New |
| Cornerstone Planning Group LLC | 418 | $231.8K | 0.03% | +43+11.5% | Added |
| Foster Dykema Cabot & Partners, LLC | 320 | $231.4K | 0.01% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 320 | $231.4K | 0.03% | +320 | New |
| Johnson Wealth Management, LLC | 320 | $231.4K | 0.10% | +320 | New |
| Wendell David Associates Inc | 319 | $231.0K | 0.02% | +319 | New |
| Eldridge Investment Advisors, Inc. | 319 | $230.6K | 0.05% | +319 | New |
| Navalign, LLC | 319 | $230.6K | 0.05% | +319 | New |
| 5T Wealth, LLC | 318 | $229.9K | 0.09% | +318 | New |
| RiverTree Advisors, LLC | 317 | $229.2K | 0.14% | +317 | New |
