| IMG Wealth Management, Inc. | 60 | $72.0K | 0.04% | +50+500.0% | Added |
| Davis Capital Management | 61 | $73.2K | 0.04% | +48+369.2% | Added |
| Prudent Man Investment Management, Inc. | 71 | $76.3K | 0.03% | 00.0% | Unchanged |
| Hoese & Co LLP | 65 | $78.0K | 0.05% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 65 | $78.0K | 0.24% | −144−68.9% | Reduced |
| Hara Capital LLC | 65 | $78.0K | 0.04% | 00.0% | Unchanged |
| TD Capital Management LLC | 66 | $79.5K | 0.01% | −12−15.4% | Reduced |
| Financial Gravity Companies, Inc. | 68 | $81.6K | 0.01% | +68 | New |
| Tidemark, LLC | 68 | $81.7K | 0.02% | −1−1.4% | Reduced |
| Copos Capital S.a r.l. | 69 | $82.8K | 0.01% | +69 | New |
| Cedar Mountain Advisors, LLC | 69 | $82.9K | 0.01% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 70 | $84.0K | 0.07% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 73 | $87.6K | 0.00% | −1,290−94.6% | Reduced |
| Morton Brown Family Wealth, LLC | 73 | $87.6K | 0.02% | +5+7.4% | Added |
| United Financial Planning Group LLC | 74 | $88.8K | 0.05% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 74 | $88.8K | 0.06% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 75 | $90.0K | 0.03% | 00.0% | Unchanged |
| Fiduciary Advisors, Inc. | 75 | $90.0K | 0.06% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 76 | $91.2K | 0.28% | +76 | New |
| Marquette Asset Management, LLC | 80 | $96.0K | 0.01% | −3−3.6% | Reduced |
| Robinswood Financial LLC | 81 | $97.6K | 0.03% | 00.0% | Unchanged |
| Downshift Financial, LLC | 82 | $98.4K | 0.04% | +82 | New |
| Napier Financial, LLC | 82 | $98.4K | 0.02% | −6−6.8% | Reduced |
| WS Portfolio Advisory, LLC | 90 | $107.9K | 2.67% | +30+50.0% | Added |
| Imprint Wealth LLC | 91 | $109.1K | 0.44% | +3+3.4% | Added |
| Bare Financial Services, Inc | 93 | $111.5K | 0.03% | +27+40.9% | Added |
| Cypress Capital Management LLC (WY) | 95 | $113.9K | 0.10% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 100 | $119.9K | 0.05% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 100 | $119.9K | 0.04% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 100 | $119.9K | 0.11% | +13+14.9% | Added |
| Security National Bank of Sioux City Iowa | 100 | $119.9K | 0.05% | +100 | New |
| Aspect Partners, LLC | 101 | $121.1K | 0.05% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 103 | $123.5K | 0.06% | +103 | New |
| Toews Corp | 104 | $124.7K | 0.02% | +104 | New |
| Winch Advisory Services, LLC | 105 | $126.2K | 0.03% | +2+1.9% | Added |
| Three Bearings Fiduciary Advisors, Inc. | 106 | $127.1K | 0.11% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 109 | $130.5K | 0.10% | −2−1.8% | Reduced |
| Retirement Wealth Solutions LLC | 109 | $130.7K | 0.07% | +14+14.7% | Added |
| Navigoe, LLC | 113 | $135.0K | 0.07% | +9+8.7% | Added |
| Fedenia Advisers LLC | 115 | $137.9K | 0.03% | +115 | New |
| Virtus ETF Advisers LLC | 116 | $139.1K | 0.05% | −4−3.3% | Reduced |
| Pioneer Family Office, LLC | 120 | $143.9K | 0.07% | −120−50.0% | Reduced |
| Park Square Financial Group, LLC | 120 | $143.9K | 1.30% | −5−4.0% | Reduced |
| Bayban | 121 | $145.1K | 0.11% | −37−23.4% | Reduced |
| Measured Wealth Private Client Group, LLC | 121 | $145.1K | 0.04% | +7+6.1% | Added |
| Antipodes Partners Ltd | 122 | $146.3K | 0.00% | +122 | New |
| 10Elms LLP | 123 | $147.5K | 0.06% | +58+89.2% | Added |
| Valued Wealth Advisors LLC | 125 | $150.1K | 0.05% | +13+11.6% | Added |
| MB, Levis & Associates, LLC | 125 | $150.2K | 0.06% | 00.0% | Unchanged |
| Sankala Group LLC | 123 | $150.4K | 0.10% | −6−4.7% | Reduced |
| Uniplan Investment Counsel, Inc. | 127 | $153.3K | 0.01% | +127 | New |
| Bruce G. Allen Investments, LLC | 129 | $154.7K | 0.10% | −14−9.8% | Reduced |
| AXS Investments LLC | 130 | $155.9K | 0.04% | −11−7.8% | Reduced |
| Monetary Solutions, Ltd | 130 | $155.9K | 0.13% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 133 | $159.5K | 0.02% | −1−0.7% | Reduced |
| LFA - Lugano Financial Advisors SA | 134 | $160.7K | 0.10% | +8+6.3% | Added |
| Delos Wealth Advisors, LLC | 136 | $163.1K | 0.08% | +136 | New |
| HFM Investment Advisors, LLC | 137 | $164.2K | 0.06% | +13+10.5% | Added |
| Bradley & Co. Private Wealth Management, LLC | 137 | $164.3K | 0.08% | +40+41.2% | Added |
| RHL Group, LLC | 138 | $165.5K | 0.14% | +6+4.5% | Added |
| Index Technologies Group LLC | 138 | $165.5K | 0.13% | +138 | New |
| Syntax Research, Inc. | 140 | $167.9K | 0.12% | 00.0% | Unchanged |
| Main Street Group, LTD | 142 | $169.9K | 0.04% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 143 | $170.7K | 0.19% | −1−0.7% | Reduced |
| Financial Network Wealth Advisors LLC | 143 | $171.5K | 0.17% | +7+5.1% | Added |
| Frazier Financial Advisors, LLC | 147 | $176.3K | 0.09% | −3−2.0% | Reduced |
| Abound Financial, LLC | 150 | $179.9K | 0.07% | 00.0% | Unchanged |
| Montgomery Financial Services LLC | 150 | $179.9K | 0.16% | +150 | New |
| Horizon Bancorp Inc | 152 | $182.0K | 0.09% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 154 | $185.6K | 0.11% | +1+0.7% | Added |
| Ramsey Quantitative Systems | 160 | $191.9K | 0.17% | +160 | New |
| Pin Oak Investment Advisors Inc | 165 | $198.0K | 0.14% | +5+3.1% | Added |
| Leo H. Evart, Inc. | 166 | $199.1K | 0.16% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 167 | $200.3K | 0.15% | +8+5.0% | Added |
| Principia Wealth Advisory, LLC | 167 | $200.3K | 0.10% | +19+12.8% | Added |
| Palogic Value Management, L.P. | 167 | $200.3K | 0.07% | +167 | New |
| Port Capital LLC | 168 | $201.5K | 0.01% | +168 | New |
| Fieldview Capital Management, LLC | 168 | $201.5K | 0.06% | +168 | New |
| Cutler Investment Counsel LLC | 168 | $201.5K | 0.02% | +168 | New |
| Godfrey Financial Associates, Inc. | 169 | $202.7K | 0.16% | −31−15.5% | Reduced |
| Sound Financial Strategies Group, LLC | 169 | $202.7K | 0.13% | +169 | New |
| Tencap Wealth Coaching, LLC | 169 | $202.8K | 0.06% | +169 | New |
| Beto Financial Group, LLC | 177 | $203.0K | 0.11% | +177 | New |
| Cypress Financial Planning LLC | 169 | $203.0K | 0.05% | +169 | New |
| Advisory Advocates, LLC | 170 | $203.9K | 0.17% | −128−43.0% | Reduced |
| Intrepid Capital Management Inc | 170 | $203.9K | 0.07% | +170 | New |
| Sharkey, Howes & Javer | 170 | $204.0K | 0.02% | +170 | New |
| STG Securities, LLC | 171 | $205.1K | 0.22% | +171 | New |
| Parrish Capital LLC | 171 | $205.1K | 0.20% | +171 | New |
| Coco Enterprises, LLC | 174 | $206.2K | 0.10% | +174 | New |
| Stegent Equity Advisors, Inc. | 172 | $206.3K | 0.15% | −51−22.9% | Reduced |
| Baker Boyer National Bank | 172 | $206.3K | 0.06% | +172 | New |
| Centerline Wealth Advisors, LLC | 172 | $206.3K | 0.06% | +172 | New |
| North Berkeley Wealth Management, LLC | 172 | $206.3K | 0.08% | +172 | New |
| Ballew Advisors, Inc | 170 | $206.9K | 0.11% | +170 | New |
| Steelhead Wealth Management LLC | 173 | $207.0K | 0.08% | +173 | New |
| MKT Advisors LLC | 169 | $208.8K | 0.06% | +169 | New |
| Northstar Asset Management Inc | 175 | $209.9K | 0.06% | −98−35.9% | Reduced |
| Blue Zone Wealth Advisors, LLC | 175 | $209.9K | 0.04% | +175 | New |
| Paradigm, Strategies in Wealth Management, LLC | 175 | $209.9K | 0.13% | +175 | New |
