| 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 |
| Meritage Portfolio Management | 578 | $224.4K | 0.01% | +578 | New |
| Motive Wealth Advisors | 577 | $224.0K | 0.10% | +577 | New |
| TCP Asset Management, LLC | 575 | $223.2K | 0.04% | +575 | New |
| Orion Investment Co | 575 | $223.2K | 0.08% | +575 | New |
| Solidarilty Wealth, LLC | 574 | $222.8K | 0.05% | −5,500−90.5% | Reduced |
| Coppell Advisory Solutions LLC | 578 | $222.5K | 0.03% | +578 | New |
| Forza Wealth Management, LLC | 573 | $222.4K | 0.09% | +573 | New |
| Wellspring Financial Advisors, LLC | 570 | $221.1K | 0.02% | +570 | New |
| TradeWell Securities, LLC. | 568 | $220.7K | 0.11% | +568 | New |
| Main Street Group, LTD | 568 | $220.4K | 0.07% | −12−2.1% | Reduced |
| Weaver Consulting Group | 564 | $218.9K | 0.06% | +564 | New |
| Renaissance Investment Group LLC | 563 | $218.6K | 0.05% | +563 | New |
| Altus Wealth Group LLC | 562 | $218.3K | 0.10% | −93−14.2% | Reduced |
| Waverton Investment Management Ltd | 562 | $218.1K | 0.00% | +562 | New |
| Cascade Investment Group, Inc. | 561 | $217.8K | 0.15% | +561 | New |
| Correct Capital Wealth Management | 560 | $217.4K | 0.04% | +560 | New |
| Unique Wealth, LLC | 560 | $217.4K | 0.04% | +560 | New |
| 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 |
| Tower Trust & Investment Co | 557 | $216.2K | 0.15% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 556 | $215.8K | 0.02% | +556 | New |
| Collective Family Office LLC | 555 | $215.5K | 0.06% | +555 | New |
| RDA Financial Network | 555 | $215.3K | 0.06% | −2,690−82.9% | Reduced |
| Borer Denton & Associates, Inc. | 553 | $214.7K | 0.07% | +553 | New |
| Fermata Advisors, LLC | 553 | $214.6K | 0.06% | −1,822−76.7% | Reduced |
| PKS Advisory Services, LLC | 551 | $214.0K | 0.05% | +551 | New |
| Scott & Selber, Inc. | 550 | $214.0K | 0.06% | +550 | New |
| Second Line Capital, LLC | 551 | $213.9K | 0.05% | +551 | New |
| Wakefield Asset Management LLLP | 550 | $213.5K | 0.06% | +550 | New |
| North Forty Two & Co. | 550 | $213.5K | 0.23% | +550 | New |
| Prospera Capital Management, LLC | 549 | $213.3K | 0.12% | +549 | New |
| Hemington Wealth Management | 549 | $213.0K | 0.03% | −3−0.5% | Reduced |
| Aviance Capital Partners, LLC | 548 | $212.7K | 0.03% | +548 | New |
| Element Wealth, LLC | 547 | $212.4K | 0.10% | +547 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 540 | $209.6K | 0.06% | +45+9.1% | Added |
| Fortress Financial Group, LLC | 539 | $209.3K | 0.18% | +539 | New |
| Triad Wealth Partners, LLC | 539 | $209.2K | 0.04% | +539 | New |
| Claro Advisors LLC | 538 | $209.0K | 0.03% | −836−60.8% | Reduced |
| Boomfish Wealth Group, LLC | 538 | $208.9K | 0.12% | +538 | New |
| Von Berge Wealth Management Group, LLC | 500 | $208.6K | 0.12% | +500 | New |
| Diversified Portfolios, Inc. | 537 | $208.5K | 0.02% | +537 | New |
| SC&H Financial Advisors, Inc. | 536 | $208.0K | 0.04% | +536 | New |
| Darden Wealth Group Inc | 535 | $207.7K | 0.13% | +535 | New |
| Gallacher Capital Management LLC | 534 | $207.5K | 0.10% | −830−60.9% | Reduced |
| Axis Wealth Partners, LLC | 534 | $207.2K | 0.14% | +534 | New |
| Carson Advisory Inc. | 533 | $206.9K | 0.13% | +533 | New |
| Fielder Capital Group LLC | 533 | $206.8K | 0.06% | +533 | New |
| Floyd Financial Group LLC | 520 | $206.7K | 0.19% | +520 | New |
| Alternative Investment Advisors, LLC. | 529 | $205.4K | 0.10% | +529 | New |
| Swisher Financial Concepts, Inc. | 528 | $205.0K | 0.13% | +528 | New |
| KWB Wealth | 620 | $204.5K | 0.02% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 523 | $202.9K | 0.07% | +523 | New |
| First Bank & Trust | 522 | $202.6K | 0.04% | −103−16.5% | Reduced |
| Strategic Financial Services, Inc, | 522 | $202.6K | 0.01% | +522 | New |
| Johnson Bixby & Associates, LLC | 521 | $202.3K | 0.03% | +521 | New |
| JTC Employer Solutions Trusteee Ltd | 520 | $202.0K | 0.02% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 520 | $201.9K | 0.15% | −3−0.6% | Reduced |
| Seven Mile Advisory | 520 | $201.9K | 0.12% | +520 | New |
| North Dallas Bank & Trust Co | 519 | $201.5K | 0.15% | +519 | New |
| Sage Rhino Capital LLC | 518 | $201.1K | 0.04% | +518 | New |
| TD Capital Management LLC | 516 | $200.5K | 0.02% | +449+670.1% | Added |
| Financial Insights, Inc. | 516 | $200.5K | 0.07% | +516 | New |
| Impact Partnership Wealth, LLC | 516 | $200.4K | 0.04% | +516 | New |
| Amplius Wealth Advisors, LLC | 516 | $200.3K | 0.02% | +516 | New |
| Kayne Anderson Rudnick Investment Management LLC | 512 | $199.0K | 0.00% | +183+55.6% | Added |
| IMG Wealth Management, Inc. | 506 | $196.4K | 0.15% | +28+5.9% | Added |
| Contravisory Investment Management, Inc. | 500 | $194.1K | 0.04% | −1,985−79.9% | Reduced |
| Parvin Asset Management, LLC | 500 | $194.1K | 0.20% | −28−5.3% | Reduced |
| Stephens Consulting, LLC | 491 | $190.6K | 0.05% | −134−21.4% | Reduced |
| Elequin Capital LP | 487 | $189.1K | 0.03% | +487 | New |
| Strategic Investment Solutions, Inc. | 486 | $188.5K | 0.06% | +102+26.6% | Added |
| Centricity Wealth Management, LLC | 484 | $187.9K | 0.15% | +1+0.2% | Added |
| BOK Financial Private Wealth, Inc. | 477 | $185.2K | 0.01% | 00.0% | Unchanged |
| GFG Capital, LLC | 469 | $182.2K | 0.05% | +469 | New |
| Frazier Financial Advisors, LLC | 467 | $181.3K | 0.13% | 00.0% | Unchanged |
| North Capital, Inc. | 463 | $179.7K | 0.16% | −15−3.1% | Reduced |
| IAG Wealth Partners, LLC | 462 | $179.4K | 0.02% | −5−1.1% | Reduced |
| USA Financial Portformulas Corp | 460 | $178.6K | 0.03% | −70−13.2% | Reduced |
| Transce3nd, LLC | 457 | $177.8K | 0.08% | −36−7.3% | Reduced |
| Cape Investment Advisory, Inc. | 452 | $175.5K | 0.06% | +4+0.9% | Added |
| Western Pacific Wealth Management, LP | 450 | $174.7K | 0.17% | +450 | New |
| AllSquare Wealth Management LLC | 448 | $173.9K | 0.10% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 446 | $173.0K | 0.07% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 445 | $172.8K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 442 | $172.0K | 0.10% | +36+8.9% | Added |
| PrairieView Partners, LLC | 442 | $171.0K | 0.02% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 431 | $167.4K | 0.03% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 424 | $164.5K | 0.13% | +1+0.2% | Added |
| Avalon Trust Co | 421 | $163.4K | 0.01% | −100−19.2% | Reduced |
| West Branch Capital LLC | 421 | $163.4K | 0.05% | +16+4.0% | Added |
| NewSquare Capital LLC | 416 | $161.5K | 0.01% | +181+77.0% | Added |
| Ulland Investment Advisors, LLC | 415 | $161.0K | 0.12% | −100−19.4% | Reduced |
| Binnacle Investments Inc | 411 | $159.6K | 0.10% | +3+0.7% | Added |
| Financial Freedom, LLC | 410 | $159.3K | 0.09% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 400 | $155.3K | 0.10% | 00.0% | Unchanged |
| Birchbrook, Inc. | 400 | $155.3K | 0.08% | 00.0% | Unchanged |
| Abound Wealth Management | 400 | $155.3K | 0.04% | −18−4.3% | Reduced |
