| Princeton Global Asset Management LLC | 559 | $217.0K | 0.04% | +139+33.1% | Added |
| Client 1st Advisory Group, LLC | 559 | $217.0K | 0.08% | +559 | New |
| Unique Wealth, LLC | 560 | $217.4K | 0.04% | +560 | New |
| Correct Capital Wealth Management | 560 | $217.4K | 0.04% | +560 | New |
| Cascade Investment Group, Inc. | 561 | $217.8K | 0.15% | +561 | New |
| Waverton Investment Management Ltd | 562 | $218.1K | 0.00% | +562 | New |
| Altus Wealth Group LLC | 562 | $218.3K | 0.10% | −93−14.2% | Reduced |
| Renaissance Investment Group LLC | 563 | $218.6K | 0.05% | +563 | New |
| Weaver Consulting Group | 564 | $218.9K | 0.06% | +564 | New |
| Main Street Group, LTD | 568 | $220.4K | 0.07% | −12−2.1% | Reduced |
| TradeWell Securities, LLC. | 568 | $220.7K | 0.11% | +568 | New |
| Wellspring Financial Advisors, LLC | 570 | $221.1K | 0.02% | +570 | New |
| Forza Wealth Management, LLC | 573 | $222.4K | 0.09% | +573 | New |
| Coppell Advisory Solutions LLC | 578 | $222.5K | 0.03% | +578 | New |
| Solidarilty Wealth, LLC | 574 | $222.8K | 0.05% | −5,500−90.5% | Reduced |
| TCP Asset Management, LLC | 575 | $223.2K | 0.04% | +575 | New |
| Orion Investment Co | 575 | $223.2K | 0.08% | +575 | New |
| Motive Wealth Advisors | 577 | $224.0K | 0.10% | +577 | New |
| Meritage Portfolio Management | 578 | $224.4K | 0.01% | +578 | New |
| Pinnacle Bancorp, Inc. | 579 | $224.8K | 0.07% | 00.0% | Unchanged |
| Oak Associates, Ltd | 579 | $224.8K | 0.01% | +579 | New |
| Warren Street Wealth Advisors, LLC | 579 | $224.8K | 0.07% | +579 | New |
| LeConte Wealth Management, LLC | 580 | $225.2K | 0.15% | +580 | New |
| Hilltop Partners LLC | 580 | $225.2K | 0.07% | +580 | New |
| Octavia Wealth Advisors, LLC | 581 | $225.4K | 0.03% | −193−24.9% | Reduced |
| Halter Ferguson Financial Inc. | 581 | $225.6K | 0.08% | +581 | New |
| Drucker Wealth 3.0, LLC | 561 | $225.6K | 0.04% | +561 | New |
| Dakota Community Bank & Trust NA | 582 | $225.9K | 1.01% | +39+7.2% | Added |
| Nova R Wealth, Inc. | 583 | $226.2K | 0.11% | +583 | New |
| Greatmark Investment Partners, Inc. | 583 | $226.3K | 0.03% | +583 | New |
| Aspen Capital Management, LLC | 584 | $226.7K | 0.06% | +584 | New |
| DKM Wealth Management, Inc. | 585 | $227.0K | 0.20% | +585 | New |
| Prairie Sky Financial Group LLC | 585 | $227.1K | 0.12% | +585 | New |
| Piscataqua Savings Bank | 586 | $227.5K | 0.19% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 586 | $227.5K | 0.04% | +586 | New |
| Atlas Legacy Advisors, LLC | 586 | $227.5K | 0.05% | +586 | New |
| Morton Capital Management LLC | 587 | $228.0K | 0.04% | −34−5.5% | Reduced |
| Colorado Capital Management, Inc. | 588 | $228.0K | 0.10% | −74−11.2% | Reduced |
| Panoramic Capital Partners, LLC | 576 | $229.2K | 0.16% | +576 | New |
| Objective Capital Management, LLC | 591 | $229.4K | 0.26% | +591 | New |
| Wealthcare Capital Partners, LLC | 592 | $229.7K | 0.12% | −24−3.9% | Reduced |
| BCO Wealth Management LLC | 592 | $229.8K | 0.16% | +592 | New |
| Granite Harbor Advisors, Inc. | 593 | $230.2K | 0.11% | +593 | New |
| Hall Capital Management Co Inc | 595 | $231.0K | 0.10% | +595 | New |
| Cushing Capital Partners, LLC | 596 | $231.4K | 0.20% | +596 | New |
| Morton Community Bank | 597 | $231.8K | 0.06% | +597 | New |
| Maia Wealth LLC | 599 | $232.5K | 0.04% | +599 | New |
| Plan A Wealth LLC | 599 | $232.5K | 0.13% | +599 | New |
| one8zero8, LLC | 600 | $232.7K | 0.05% | −227−27.4% | Reduced |
| Next Level Wealth Planning, LLC | 600 | $232.9K | 0.15% | −12−2.0% | Reduced |
| Stone Run Capital, LLC | 600 | $232.9K | 0.09% | +600 | New |
| Tolleson Wealth Management, Inc. | 600 | $232.9K | 0.04% | +600 | New |
| Blue Rock Wealth Management LLC | 600 | $232.9K | 0.16% | +600 | New |
| Beddow Capital Management Inc | 600 | $233.0K | 0.09% | −375−38.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 600 | $233.0K | 0.01% | +600 | New |
| Renasant Bank | 602 | $233.7K | 0.16% | −26−4.1% | Reduced |
| LongView Wealth Management | 602 | $233.8K | 0.07% | +602 | New |
| Lifelong Wealth Advisors, Inc. | 604 | $234.4K | 0.08% | +604 | New |
| Jmac Enterprises LLC | 604 | $234.5K | 0.05% | +604 | New |
| JGP Wealth Management, LLC | 605 | $234.9K | 0.03% | +605 | New |
| Unison Asset Management LLC | 606 | $235.3K | 0.12% | +606 | New |
| TigerOak Management, L.L.C. | 606 | $235.3K | 0.08% | +606 | New |
| Baltimore-Washington Financial Advisors, Inc. | 607 | $235.6K | 0.01% | −4−0.7% | Reduced |
| Brightwater Advisory LLC | 609 | $236.5K | 0.17% | +609 | New |
| Alpha Omega Wealth Management LLC | 610 | $236.8K | 0.04% | −11−1.8% | Reduced |
| Capital Counsel LLC | 611 | $237.2K | 0.01% | 00.0% | Unchanged |
| Private Wealth Advisors | 611 | $237.3K | 0.09% | +2+0.3% | Added |
| Delta Financial Advisors LLC | 613 | $238.0K | 0.08% | −40−6.1% | Reduced |
| Ifrah Financial Services, Inc. | 616 | $239.0K | 0.07% | −64−9.4% | Reduced |
| Sharper & Granite LLC | 600 | $239.1K | 0.09% | +600 | New |
| Roehl & Yi Investment Advisors, LLC | 616 | $239.2K | 0.12% | +616 | New |
| Capstone Wealth Management Group LLC | 617 | $239.5K | 0.17% | −258−29.5% | Reduced |
| Bourne Lent Asset Management Inc | 618 | $239.9K | 0.09% | 00.0% | Unchanged |
| Financial Advisory Corp | 618 | $240.0K | 0.07% | +618 | New |
| WoodTrust Financial Corp | 617 | $240.0K | 0.03% | +617 | New |
| GK Wealth Management LLC | 621 | $240.9K | 0.24% | +621 | New |
| Integrity Wealth Solutions LLC | 621 | $241.0K | 0.12% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 625 | $242.8K | 0.03% | −59−8.6% | Reduced |
| Doheny Asset Management | 627 | $243.0K | 0.17% | −31−4.7% | Reduced |
| Blodgett Wealth Advisors, LLC | 626 | $243.2K | 0.19% | −200−24.2% | Reduced |
| Carbahal Olsen Financial Services Group, LLC | 628 | $243.6K | 0.21% | +7+1.1% | Added |
| Yarger Wealth Strategies, LLC | 628 | $243.7K | 0.13% | +628 | New |
| Bristlecone Advisors, LLC | 629 | $244.1K | 0.02% | −444−41.4% | Reduced |
| BlackDiamond Wealth Management Inc. | 626 | $244.8K | 0.14% | +626 | New |
| Werba Rubin Papier Wealth Management | 631 | $244.9K | 0.05% | +21+3.4% | Added |
| Salomon & Ludwin, LLC | 617 | $245.9K | 0.02% | +1+0.2% | Added |
| Valtinson Bruner Financial Planning LLC | 635 | $246.4K | 0.08% | −20−3.1% | Reduced |
| Safeguard Investment Advisory Group, LLC | 636 | $246.4K | 0.06% | +636 | New |
| RFG Holdings, Inc. | 635 | $246.5K | 0.07% | +635 | New |
| Peddock Capital Advisors, LLC | 637 | $247.2K | 0.06% | 00.0% | Unchanged |
| Carter Financial Group, INC. | 637 | $247.3K | 0.16% | +637 | New |
| Clark & Stuart, Inc | 639 | $248.1K | 0.19% | −50−7.3% | Reduced |
| jvl associates llc | 639 | $248.1K | 0.09% | +639 | New |
| KDT Advisors, LLC | 640 | $248.5K | 0.40% | +640 | New |
| Talisman Wealth Advisors LLC | 642 | $249.1K | 0.23% | +11+1.7% | Added |
| Red Wave Investments LLC | 644 | $249.9K | 0.08% | +23+3.7% | Added |
| Planned Solutions, Inc. | 644 | $250.0K | 0.10% | −19−2.9% | Reduced |
| Optimize Financial Inc | 644 | $250.0K | 0.15% | −4−0.6% | Reduced |
| Brass Tax Wealth Management, Inc | 647 | $251.1K | 0.05% | +1+0.2% | Added |
| Cheviot Value Management, LLC | 603 | $251.2K | 0.03% | −35−5.5% | Reduced |
