| Hurlow Wealth Management Group, Inc. | 946 | $241.6K | 0.05% | +946 | New |
| Barton Investment Management | 945 | $241.4K | 0.03% | +945 | New |
| Ethos Financial Group, LLC | 1,945 | $241.3K | 0.02% | −3,612−65.0% | Reduced |
| Sigma Investment Counselors Inc | 944 | $241.1K | 0.01% | +944 | New |
| MontVue Capital Management, Inc. | 942 | $240.6K | 0.14% | +942 | New |
| Strid Group, LLC | 939 | $240.0K | 0.03% | +939 | New |
| Falcon Wealth Planning | 939 | $239.8K | 0.02% | +939 | New |
| Fusion Capital, LLC | 939 | $239.8K | 0.06% | +939 | New |
| BankPlus Wealth Management LLC | 938 | $239.5K | 0.11% | +938 | New |
| Napier Financial, LLC | 936 | $239.1K | 0.05% | −23−2.4% | Reduced |
| SJS Investment Consulting Inc. | 935 | $239.0K | 0.03% | +309+49.4% | Added |
| TSA Wealth Managment LLC | 934 | $238.6K | 0.07% | +934 | New |
| GR Financial Group, LLC | 934 | $238.6K | 0.03% | +934 | New |
| Vantage Point Financial LLC | 932 | $238.2K | 0.07% | +932 | New |
| Cassaday & Co Wealth Management LLC | 932 | $238.1K | 0.00% | −181−16.3% | Reduced |
| Meadow Creek Wealth Advisors LLC | 929 | $237.3K | 0.14% | +929 | New |
| Opus Capital Group, LLC | 929 | $237.0K | 0.02% | +929 | New |
| Gill Capital Partners, LLC | 926 | $236.5K | 0.06% | +86+10.2% | Added |
| Pines Wealth Management, LLC | 920 | $235.0K | 0.07% | +920 | New |
| Bond & Devick Financial Network, Inc. | 919 | $234.7K | 0.06% | +919 | New |
| Goldstein Advisors, LLC | 918 | $234.5K | 0.02% | +918 | New |
| Birinyi Associates Inc | 915 | $234.0K | 0.06% | +915 | New |
| Traynor Capital Management, Inc. | 915 | $233.6K | 0.01% | +915 | New |
| Calamos Wealth Management LLC | 910 | $232.4K | 0.01% | −1,693−65.0% | Reduced |
| Laurel Wealth Advisors LLC | 909 | $232.2K | 0.02% | +909 | New |
| TRUE Private Wealth Advisors | 906 | $231.5K | 0.02% | −1,214−57.3% | Reduced |
| Frederick Financial Consultants, LLC | 904 | $230.9K | 0.10% | +904 | New |
| VSM Wealth Advisory, LLC | 901 | $230.2K | 0.06% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 900 | $229.9K | 0.01% | +900 | New |
| Patrick Mauro Investment Advisor, INC. | 900 | $229.9K | 0.12% | +900 | New |
| ARK & TLK Investments, LLC | 900 | $229.9K | 0.06% | +900 | New |
| North Forty Two & Co. | 900 | $229.9K | 0.20% | +900 | New |
| Oak Wealth Advisors LLC | 900 | $229.9K | 0.11% | +900 | New |
| American State Bank (Iowa) | 900 | $229.9K | 0.09% | +900 | New |
| Knightsbridge Asset Management, LLC | 894 | $228.4K | 0.03% | +894 | New |
| Hughes Financial Services, LLC | 893 | $228.1K | 0.03% | +36+4.2% | Added |
| Moneywise, Inc. | 893 | $228.0K | 0.09% | +893 | New |
| Swisher Financial Concepts, Inc. | 890 | $227.3K | 0.14% | −651−42.2% | Reduced |
| Xxi Wealth, LLC | 890 | $227.3K | 0.10% | +890 | New |
| Northwest Quadrant Wealth Management, LLC | 889 | $227.2K | 0.04% | +889 | New |
| Discipline Wealth Solutions, LLC | 889 | $227.1K | 0.02% | +889 | New |
| REAP Financial Group, LLC | 884 | $225.9K | 0.04% | −141−13.8% | Reduced |
| Zullo Investment Group, Inc. | 884 | $225.8K | 0.08% | +884 | New |
| BayBridge Capital Group, LLC | 883 | $225.5K | 0.12% | +883 | New |
| Auxano Advisors, LLC | 881 | $225.0K | 0.04% | +881 | New |
| Warner Group LLC | 880 | $224.9K | 0.06% | +880 | New |
| West Branch Capital LLC | 877 | $224.0K | 0.05% | +205+30.5% | Added |
| Blodgett Wealth Advisors, LLC | 875 | $223.5K | 0.15% | +875 | New |
| Hill Island Financial LLC | 874 | $223.2K | 0.05% | +874 | New |
| Livet Wealth, LLC | 873 | $223.0K | 0.13% | +873 | New |
| Camden National Bank | 872 | $222.7K | 0.03% | +872 | New |
| Wealth Quarterback LLC | 872 | $222.7K | 0.07% | +872 | New |
| Twin Peaks Wealth Advisors, LLC | 870 | $222.3K | 0.05% | −48−5.2% | Reduced |
| Verum Partners LLC | 870 | $222.1K | 0.03% | +870 | New |
| Firethorn Wealth Partners, LLC | 869 | $222.0K | 0.07% | +869 | New |
| Guardian Capital, LLC | 868 | $221.7K | 0.18% | +868 | New |
| MPS Loria Financial Planners, LLC | 867 | $221.5K | 0.05% | −2,466−74.0% | Reduced |
| Maripau Wealth Management LLC | 866 | $221.3K | 0.08% | +866 | New |
| Farrell Financial LLC | 865 | $221.0K | 0.12% | +865 | New |
| Warburton Capital Management, LLC | 869 | $221.0K | 0.09% | +869 | New |
| Nelson Capital Management, LLC | 865 | $220.9K | 0.02% | +865 | New |
| MBA Advisors LLC | 865 | $220.9K | 0.08% | +865 | New |
| Hamilton Capital, LLC | 862 | $220.2K | 0.01% | +862 | New |
| Axis Wealth Partners, LLC | 860 | $219.8K | 0.11% | +860 | New |
| Delta Asset Management LLC | 859 | $219.5K | 0.02% | 00.0% | Unchanged |
| Vistica Wealth Advisors, LLC | 859 | $219.4K | 0.19% | +859 | New |
| Mainsail Asset Management, LLC | 1,412 | $218.4K | 0.09% | +1,412 | New |
| Bell Bank | 854 | $218.1K | 0.01% | +854 | New |
| Royal Capital Wealth Management, LLC | 854 | $218.1K | 0.12% | +854 | New |
| Optima Capital LLC | 853 | $217.9K | 0.09% | +853 | New |
| Advisortrust Partners, LLC | 852 | $217.6K | 0.07% | +852 | New |
| Riverview Trust Co | 850 | $217.1K | 0.26% | 00.0% | Unchanged |
| Human Investing LLC | 850 | $217.1K | 0.03% | +850 | New |
| Austin Asset Management Co Inc | 850 | $217.1K | 0.03% | +850 | New |
| OneAscent Investment Solutions LLC | 848 | $216.6K | 0.21% | +848 | New |
| Aletheian Wealth Advisors LLC | 847 | $216.3K | 0.09% | +847 | New |
| Godfrey Financial Associates, Inc. | 846 | $216.0K | 0.17% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 845 | $216.0K | 0.01% | +845 | New |
| Summit Asset Management, LLC | 843 | $215.2K | 0.03% | +843 | New |
| Westfuller Advisors, LLC | 841 | $214.8K | 0.08% | −2−0.2% | Reduced |
| WealthPLAN Partners, LLC | 840 | $214.6K | 0.04% | +840 | New |
| RiverTree Advisors, LLC | 839 | $214.3K | 0.13% | +839 | New |
| Talisman Wealth Advisors LLC | 836 | $213.5K | 0.16% | +836 | New |
| AA Financial Advisors, LLC | 835 | $213.3K | 0.03% | +835 | New |
| Wealth Management Strategies, Inc. | 835 | $213.3K | 0.08% | +835 | New |
| McGuire Capital Advisors Inc | 835 | $213.3K | 0.12% | +19+2.3% | Added |
| Ciovacco Capital Management LLC | 834 | $213.1K | 0.09% | +834 | New |
| Sterling Financial Planning, Inc. | 833 | $212.8K | 0.06% | +833 | New |
| GW&K Investment Management, LLC | 831 | $212.0K | 0.00% | −21−2.5% | Reduced |
| Shira Ridge Wealth Management | 829 | $211.8K | 0.07% | +829 | New |
| Private Client Services, LLC | 829 | $211.7K | 0.06% | +829 | New |
| OFS Enterprise LLC | 827 | $211.2K | 0.05% | +827 | New |
| RM Financial Services, LLC | 825 | $210.7K | 0.16% | +825 | New |
| S&A Financial Services, Inc. | 825 | $210.7K | 0.13% | +825 | New |
| Thrive Capital Management, LLC | 824 | $210.5K | 0.04% | +824 | New |
| Elequin Capital LP | 818 | $208.9K | 0.01% | +679+488.5% | Added |
| Stonebrook Private Inc. | 816 | $208.5K | 0.04% | +816 | New |
| Eaton-Cambridge Inc. | 815 | $208.2K | 0.06% | +815 | New |
| Portland Global Advisors LLC | 813 | $207.7K | 0.02% | +813 | New |
| Green Harvest Asset Management LLC | 812 | $207.3K | 0.00% | +812 | New |