| Security National Bank of Sioux City Iowa | 640 | $211.1K | 0.14% | +640 | New |
| Bridgefront Capital, LLC | 643 | $212.1K | 0.06% | −2,051−76.1% | Reduced |
| TruNorth Capital Management, LLC | 645 | $212.8K | 0.04% | +223+52.8% | Added |
| Total Wealth Planning, LLC | 645 | $212.8K | 0.02% | +645 | New |
| GFG Capital, LLC | 646 | $213.1K | 0.07% | +400+162.6% | Added |
| 10Elms LLP | 650 | $214.4K | 0.19% | 00.0% | Unchanged |
| Beacon Financial Planning, Inc | 651 | $214.8K | 0.11% | +651 | New |
| Portland Global Advisors LLC | 652 | $215.1K | 0.02% | +652 | New |
| FSB Premier Wealth Management, Inc. | 654 | $215.8K | 0.07% | +654 | New |
| Beaton Management Co. Inc. | 655 | $216.0K | 0.10% | +655 | New |
| Prostatis Group LLC | 655 | $216.0K | 0.05% | +655 | New |
| Mullooly Asset Management, Inc. | 655 | $216.1K | 0.08% | +655 | New |
| Tilia Fiduciary Partners, Inc. | 655 | $216.1K | 0.12% | +655 | New |
| Stage Harbor Financial, LLC | 659 | $217.4K | 0.16% | +659 | New |
| Fishman Jay A Ltd | 660 | $217.7K | 0.02% | +660 | New |
| Arcadia Wealth Management, Inc. | 660 | $217.7K | 0.13% | +660 | New |
| Buska Wealth Management, LLC | 661 | $217.9K | 0.07% | +661 | New |
| JFG Wealth Management, LLC | 661 | $218.1K | 0.04% | +661 | New |
| Strategic Financial Partners, Ltd. | 661 | $218.3K | 0.10% | +661 | New |
| Kooman & Associates | 662 | $218.4K | 0.07% | −65−8.9% | Reduced |
| Alpha Advisors, LLC | 664 | $219.1K | 0.16% | +664 | New |
| AAFCPAs Wealth Management, LLC | 664 | $219.1K | 0.10% | −119−15.2% | Reduced |
| Affinity Capital Advisors, LLC | 650 | $219.8K | 0.03% | +650 | New |
| Valued Wealth Advisors LLC | 669 | $220.7K | 0.10% | −6−0.9% | Reduced |
| Avant Financial Advisors LLC | 670 | $221.0K | 0.17% | +670 | New |
| Sincerus Advisory, LLC | 672 | $221.6K | 0.19% | +672 | New |
| Lanham O'Dell & Company, Inc. | 673 | $222.0K | 0.07% | +673 | New |
| Stanich Group LLC | 673 | $222.0K | 0.14% | +673 | New |
| Capital Advantage, Inc. | 674 | $222.4K | 0.03% | +674 | New |
| Archvest Wealth Advisors, Inc. | 675 | $222.7K | 0.20% | +675 | New |
| Awm Capital, LLC | 675 | $222.8K | 0.02% | +675 | New |
| Koesten, Hirschmann & Crabtree, INC. | 680 | $224.3K | 0.11% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 680 | $224.3K | 0.13% | +680 | New |
| Roxbury Financial LLC | 680 | $224.5K | 0.21% | +1+0.1% | Added |
| Kitching Partners, LLC | 681 | $224.7K | 0.21% | +681 | New |
| Shakespeare Wealth Management, Inc. | 682 | $225.0K | 0.05% | +682 | New |
| Essential Planning, LLC. | 682 | $225.0K | 0.08% | +682 | New |
| Marshall Financial Group Inc | 683 | $225.3K | 0.06% | +683 | New |
| RFP Financial Group LLC | 961 | $225.8K | 0.09% | −23−2.3% | Reduced |
| Norris Perne & French LLP | 686 | $226.4K | 0.02% | +686 | New |
| Clear Investment Research, LLC | 686 | $226.5K | 0.30% | +3+0.4% | Added |
| Planning Center, Inc. | 687 | $226.6K | 0.02% | +687 | New |
| HT Partners LLC | 688 | $227.0K | 0.07% | −187−21.4% | Reduced |
| V2 Financial group LLC | 688 | $227.0K | 0.13% | +688 | New |
| Blackston Financial Advisory Group, LLC | 688 | $227.1K | 0.13% | +688 | New |
| SK Wealth Management, LLC | 659 | $227.2K | 0.08% | +659 | New |
| Base Wealth Management LLC | 689 | $227.4K | 0.13% | +689 | New |
| Single Point Partners, LLC | 690 | $227.5K | 0.05% | −126−15.4% | Reduced |
| KW Wealth Management LLC | 690 | $227.7K | 0.39% | +690 | New |
| PSI Advisors, LLC | 693 | $228.6K | 0.06% | +693 | New |
| Meriwether Wealth & Planning, LLC | 693 | $228.6K | 0.13% | +693 | New |
| Financial Harvest, LLC | 693 | $228.7K | 0.15% | +693 | New |
| Dynamic Wealth Strategies, LLC | 694 | $229.0K | 0.15% | +23+3.4% | Added |
| McGowan Group Asset Management, Inc. | 697 | $229.9K | 0.03% | +697 | New |
| LongView Asset Management LLC | 699 | $230.6K | 0.16% | −40−5.4% | Reduced |
| Well Done, LLC | 699 | $230.6K | 0.04% | +699 | New |
| Ames National Corp | 700 | $230.9K | 0.14% | +700 | New |
| Oak Grove Capital LLC | 700 | $230.9K | 0.05% | +700 | New |
| Indie Asset Partners, LLC | 700 | $230.9K | 0.31% | +700 | New |
| Rockbridge Capital Management LLC | 700 | $230.9K | 0.14% | +700 | New |
| Taylor Financial Group, Inc. | 702 | $231.6K | 0.13% | −145−17.1% | Reduced |
| Peak Financial Management, Inc. | 702 | $231.6K | 0.06% | +702 | New |
| Clayton Financial Group LLC | 702 | $231.6K | 0.17% | +702 | New |
| RS Crum Inc. | 703 | $232.1K | 0.05% | +703 | New |
| Kennon-Green & Company, LLC | 705 | $232.6K | 0.18% | +705 | New |
| EWG Elevate Inc. | 707 | $233.4K | 0.07% | +707 | New |
| Sequent Planning LLC | 708 | $233.7K | 0.07% | +708 | New |
| Knott David M Jr | 710 | $234.2K | 0.10% | 00.0% | Unchanged |
| Kentucky Trust Co | 713 | $235.2K | 0.13% | 00.0% | Unchanged |
| Pure Portfolios Holdings LLC | 713 | $235.3K | 0.07% | +713 | New |
| Integris Wealth Management, LLC | 715 | $235.9K | 0.06% | +715 | New |
| Cottonwood Capital Advisors, LLC | 717 | $236.5K | 0.17% | −1,611−69.2% | Reduced |
| Canandaigua National Trust Co of Florida | 720 | $237.5K | 0.19% | +720 | New |
| Certior Financial Group, LLC | 721 | $237.9K | 0.16% | +721 | New |
| Norris Financial Group, LLC | 723 | $238.5K | 0.09% | +723 | New |
| Burling Wealth Partners, LLC | 728 | $240.0K | 0.04% | +728 | New |
| Landmark Wealth Management, Inc. | 728 | $240.2K | 0.09% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 728 | $240.2K | 0.07% | 00.0% | Unchanged |
| Matauro, LLC | 729 | $240.7K | 0.04% | +729 | New |
| Luminvest Wealth Management LLC | 730 | $240.8K | 0.08% | 00.0% | Unchanged |
| Kennicott Capital Management LLC | 730 | $240.8K | 0.12% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 732 | $241.0K | 0.09% | −151−17.1% | Reduced |
| Cypress Financial Planning LLC | 734 | $242.2K | 0.07% | +734 | New |
| Avaii Wealth Management, LLC | 737 | $243.1K | 0.09% | +737 | New |
| Wiser Advisor Group LLC | 738 | $243.4K | 0.30% | +738 | New |
| United Bank | 738 | $243.5K | 0.08% | +738 | New |
| Signature Resources Capital Management, LLC | 741 | $244.5K | 0.13% | −59−7.4% | Reduced |
| Marshall Investment Management, LLC | 744 | $245.5K | 0.13% | +744 | New |
| Moment Partners, LLC | 745 | $245.8K | 0.04% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 745 | $246.0K | 0.05% | +745 | New |
| GEM Asset Management, LLC | 734 | $246.9K | 0.12% | −180−19.7% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 749 | $247.0K | 0.20% | +1+0.1% | Added |
| Rydar Equities, Inc. | 741 | $247.2K | 0.20% | +741 | New |
| N.E.W. Advisory Services LLC | 749 | $247.2K | 0.02% | +176+30.7% | Added |
| Nalls Sherbakoff Group, LLC | 750 | $247.4K | 0.17% | −525−41.2% | Reduced |
| Sterling Manor Financial, LLC | 750 | $247.4K | 0.16% | −300−28.6% | Reduced |
| Global Wealth Management, LLC | 750 | $247.4K | 0.13% | 00.0% | Unchanged |
| Five Pine Wealth Management | 751 | $247.9K | 0.17% | +751 | New |
| Wexford Capital LP | 753 | $248.4K | 0.07% | +117+18.4% | Added |
| Bay Harbor Wealth Management, LLC | 753 | $248.4K | 0.07% | +54+7.7% | Added |
