| 1015 Capital Partners, LLC | 1,779 | $248.4K | 0.21% | +425+31.4% | Added |
| Christensen, King & Associates Investment Services, Inc. | 1,777 | $248.2K | 0.10% | +1,777 | New |
| Prepared Retirement Institute LLC | 1,777 | $248.1K | 0.11% | +1,777 | New |
| Beacon Investment Advisory Services, Inc. | 1,776 | $248.0K | 0.01% | −7−0.4% | Reduced |
| Forum Finance Group S.A. | 2,200 | $248.0K | 0.09% | +2,200 | New |
| Accelerate Investment Advisors LLC | 1,776 | $248.0K | 0.14% | +1,776 | New |
| Marino, Stram & Associates LLC | 1,774 | $247.7K | 0.04% | −6,558−78.7% | Reduced |
| Alpha Financial Partners, LLC | 1,773 | $247.6K | 0.13% | +1,773 | New |
| Orion Capital Management LLC | 1,772 | $247.4K | 0.08% | +889+100.7% | Added |
| Iowa State Bank | 1,770 | $247.1K | 0.04% | +1,770 | New |
| Bay Capital Advisors, LLC | 1,765 | $246.4K | 0.13% | +1,765 | New |
| Acorn Creek Capital LLC | 1,764 | $246.3K | 0.08% | +1,764 | New |
| Prevail Innovative Wealth Advisors, LLC | 1,762 | $246.0K | 0.04% | +1,762 | New |
| Bernardo Wealth Planning LLC | 1,760 | $245.8K | 0.04% | +1,760 | New |
| ARK & TLK Investments, LLC | 1,758 | $245.5K | 0.06% | +1,758 | New |
| Manchester Financial Inc | 1,758 | $245.5K | 0.04% | +1,758 | New |
| Scissortail Wealth Management, LLC | 1,758 | $245.5K | 0.05% | +1,758 | New |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,757 | $245.3K | 0.00% | +1,757 | New |
| Trilogy Capital Inc. | 1,750 | $244.4K | 0.01% | +1,750 | New |
| Yukon Wealth Management, Inc. | 1,750 | $244.4K | 0.07% | +1,750 | New |
| Azzad Asset Management Inc | 1,747 | $244.0K | 0.02% | +1,747 | New |
| Plotkin Financial Advisors, LLC | 1,738 | $242.7K | 0.10% | +1,738 | New |
| Decker Wealth Management LLC | 1,737 | $242.5K | 0.05% | +1,737 | New |
| Endeavor Private Wealth, Inc. | 1,736 | $242.4K | 0.06% | +1,736 | New |
| Pennington Partners & Co., LLC | 1,735 | $242.3K | 0.08% | +1,735 | New |
| Signature Resources Capital Management, LLC | 1,735 | $242.2K | 0.10% | +904+108.8% | Added |
| Pathway Financial Advisors LLC | 2,012 | $242.1K | 0.03% | +2,012 | New |
| Matrix Private Capital Group LLC | 1,733 | $242.0K | 0.11% | +1,733 | New |
| Prosperity Bancshares Inc | 1,726 | $241.0K | 0.16% | +91+5.6% | Added |
| Abner Herrman & Brock LLC | 1,729 | $241.0K | 0.02% | +1,729 | New |
| Petersen Hastings Wealth Advisors Inc. | 1,724 | $240.7K | 0.02% | +1,724 | New |
| Braun-Bostich & Associates Inc. | 1,723 | $240.6K | 0.13% | +1,723 | New |
| Valtinson Bruner Financial Planning LLC | 1,721 | $240.3K | 0.06% | +1,721 | New |
| O'Connor Financial Group LLC | 1,721 | $240.3K | 0.08% | +1,721 | New |
| Kellett Schaffner Wealth Advisors LLC | 1,719 | $240.0K | 0.11% | +1,719 | New |
| FIDELIS iM, LLC | 1,718 | $239.9K | 0.08% | +1,718 | New |
| Intergy Private Wealth, LLC | 1,717 | $239.7K | 0.06% | +1,717 | New |
| Pines Wealth Management, LLC | 1,711 | $238.9K | 0.07% | +1,711 | New |
| Intelligence Driven Advisers, LLC | 1,709 | $238.6K | 0.04% | +1,709 | New |
| New Perspectives, Inc | 1,709 | $238.6K | 0.07% | +1,709 | New |
| Sprott Inc. | 1,707 | $238.3K | 0.01% | +1,707 | New |
| Lutz Financial Services LLC | 1,707 | $238.3K | 0.01% | +1,707 | New |
| Adamsbrown Wealth Consultants LLC | 1,705 | $238.1K | 0.04% | +1,705 | New |
| Strata Wealth Advisors, LLC | 1,705 | $238.1K | 0.06% | +1,705 | New |
| von Borstel & Associates, Inc. | 1,710 | $238.0K | 0.05% | +1,710 | New |
| Northland Securities, Inc. | 1,700 | $237.4K | 0.14% | +1,700 | New |
| Sterling Financial Planning, Inc. | 1,700 | $237.3K | 0.06% | +1,700 | New |
| Hardy Reed LLC | 1,699 | $237.2K | 0.02% | +1,699 | New |
| McGowan Group Asset Management, Inc. | 1,698 | $237.1K | 0.03% | +1,698 | New |
| Heritage Oak Wealth Advisors LLC | 1,697 | $236.9K | 0.07% | +1,697 | New |
| Pension & Wealth Management Advisors, Inc. | 1,696 | $236.8K | 0.06% | +656+63.1% | Added |
| QP Wealth Management, LLC | 1,691 | $236.1K | 0.34% | +1,691 | New |
| Hamilton Capital, LLC | 1,688 | $235.7K | 0.01% | +1,688 | New |
| Cynosure Management, LLC | 1,687 | $235.6K | 0.04% | +1,687 | New |
| Myecfo, LLC | 1,685 | $235.3K | 0.09% | +1,685 | New |
| A4 Wealth Advisors LLC | 1,682 | $234.9K | 0.16% | +1,682 | New |
| MW Advisory, LLC | 1,682 | $234.9K | 0.09% | +1,682 | New |
| Conservest Capital Advisors, Inc. | 1,681 | $234.7K | 0.02% | +1,681 | New |
| Bender Robert & Associates | 1,680 | $234.6K | 0.05% | +1,680 | New |
| Parsonex Advisory Services, Inc. | 1,680 | $234.6K | 0.20% | +1,680 | New |
| Missouri Trust & Investment Co | 2,600 | $234.5K | 0.06% | −1,800−40.9% | Reduced |
| Correct Capital Wealth Management | 1,678 | $234.3K | 0.04% | +1,678 | New |
| AAFCPAs Wealth Management, LLC | 1,676 | $234.0K | 0.09% | +1,676 | New |
| OceanIQ Capital, LLC | 2,393 | $233.8K | 0.14% | +2,393 | New |
| JPL Wealth Management, LLC | 1,670 | $233.2K | 0.05% | +279+20.1% | Added |
| Spinnaker Investment Group, LLC | 1,668 | $232.9K | 0.04% | +1,668 | New |
| Altar Rock LLC | 1,667 | $232.8K | 0.34% | +1,667 | New |
| Monte Financial Group, LLC | 2,579 | $232.6K | 0.07% | +2,579 | New |
| Taylor, Cottrill, Erickson & Associates, Inc. | 1,666 | $232.6K | 0.07% | +1,666 | New |
| Patten Group, Inc. | 1,664 | $232.3K | 0.04% | +1,664 | New |
| Gilpin Wealth Management, LLC | 1,663 | $232.2K | 0.16% | 00.0% | Unchanged |
| Asset One Wealth Management LLC | 2,252 | $231.9K | 0.02% | +2,252 | New |
| Wealth Management Partners, LLC | 1,660 | $231.8K | 0.05% | +1,660 | New |
| Woodmont Investment Counsel LLC | 1,659 | $231.6K | 0.01% | +1,659 | New |
| Spectrum Wealth Advisory Group, LLC | 1,657 | $231.3K | 0.07% | +1,657 | New |
| Impact Investors, Inc | 1,656 | $231.2K | 0.17% | +1,656 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 1,655 | $231.0K | 0.01% | +1,655 | New |
| Macroview Investment Management LLC | 1,653 | $230.9K | 0.14% | +1,653 | New |
| ABLE Financial Group, LLC | 1,652 | $230.7K | 0.04% | +1,652 | New |
| BridgePort Financial Solutions, LLC | 1,651 | $230.6K | 0.06% | +1,651 | New |
| Opulen Financial Group LLC | 1,643 | $229.4K | 0.14% | +1,643 | New |
| Oak Wealth Advisors LLC | 1,643 | $229.4K | 0.11% | +1,643 | New |
| Seamount Financial Group Inc | 1,640 | $229.1K | 0.09% | +1,640 | New |
| Sachetta, LLC | 1,635 | $228.4K | 0.11% | +245+17.6% | Added |
| FSB Premier Wealth Management, Inc. | 1,630 | $227.6K | 0.06% | +1,630 | New |
| Synergy Investment Management, LLC | 2,242 | $227.6K | 0.06% | +1,340+148.6% | Added |
| Kondo Wealth Advisors, Inc. | 1,629 | $227.5K | 0.08% | +1,629 | New |
| Fortitude Advisory Group L.L.C. | 1,626 | $227.1K | 0.09% | +1,626 | New |
| National Wealth Management Group, LLC | 1,623 | $226.6K | 0.07% | +1,623 | New |
| Stirlingshire Investments, Inc. | 1,619 | $226.1K | 0.17% | +1,619 | New |
| Cypress Capital, LLC | 1,617 | $225.8K | 0.06% | +1,617 | New |
| Verity Asset Management, Inc. | 1,617 | $225.7K | 0.09% | +1,617 | New |
| Lansing Street Advisors | 1,613 | $225.2K | 0.05% | +1,613 | New |
| Grandview Asset Management LLC | 1,610 | $224.8K | 0.06% | +1,610 | New |
| REAP Financial Group, LLC | 1,607 | $224.3K | 0.04% | −8−0.5% | Reduced |
| Evermay Wealth Management LLC | 1,605 | $224.1K | 0.02% | +421+35.6% | Added |
| Compass Financial Group, INC | 1,604 | $224.0K | 0.03% | +1,604 | New |
| LifePlan Investment Advisors, Inc. | 1,604 | $224.0K | 0.08% | +1,604 | New |
| Ames National Corp | 1,600 | $223.4K | 0.12% | +1,600 | New |
| Violich Capital Management, Inc. | 1,600 | $223.4K | 0.02% | +1,600 | New |
