| Schrum Private Wealth Management LLC | 545 | $270.0K | 0.38% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 546 | $270.0K | 0.18% | −2−0.4% | Reduced |
| Cypress Point Wealth Management, LLC | 546 | $270.4K | 0.20% | +77+16.4% | Added |
| FirstPurpose Wealth LLC | 548 | $271.3K | 0.10% | −3−0.5% | Reduced |
| Mascoma Wealth Management LLC | 548 | $271.4K | 0.08% | 00.0% | Unchanged |
| Joseph Group Capital Management | 550 | $272.4K | 0.16% | 00.0% | Unchanged |
| Lane & Associates LLC | 550 | $272.5K | 0.20% | −19−3.3% | Reduced |
| SC&H Financial Advisors, Inc. | 550 | $272.5K | 0.08% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 551 | $272.9K | 0.12% | +551 | New |
| Security National Bank of Sioux City Iowa | 552 | $273.4K | 0.21% | 00.0% | Unchanged |
| Droms Strauss Advisors Inc | 553 | $274.0K | 0.11% | −9−1.6% | Reduced |
| Systematic Portfolios LLC | 555 | $274.8K | 0.83% | +555 | New |
| McCarthy Asset Management, Inc. | 556 | $275.3K | 0.18% | 00.0% | Unchanged |
| Libra Wealth LLC | 556 | $275.3K | 0.14% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 556 | $275.4K | 0.03% | −154−21.7% | Reduced |
| Archvest Wealth Advisors, Inc. | 557 | $275.8K | 0.21% | −18−3.1% | Reduced |
| Client 1st Advisory Group, LLC | 558 | $276.3K | 0.13% | +9+1.6% | Added |
| Patrick M Sweeney & Associates, Inc | 558 | $276.3K | 0.25% | +558 | New |
| Tufton Capital Management | 560 | $277.3K | 0.06% | 00.0% | Unchanged |
| Capasso Planning Partners LLC | 560 | $277.3K | 0.13% | +48+9.4% | Added |
| International Private Wealth Advisors LLC | 564 | $279.3K | 0.28% | +564 | New |
| Wulff, Hansen & Co. | 566 | $280.3K | 0.31% | −52−8.4% | Reduced |
| Intelligence Driven Advisers, LLC | 457 | $281.2K | 0.05% | +457 | New |
| Retirement Guys Formula LLC | 568 | $281.3K | 0.15% | +13+2.3% | Added |
| Maia Wealth LLC | 568 | $281.3K | 0.11% | +568 | New |
| ML & R Wealth Management LLC | 569 | $281.8K | 0.06% | +5+0.9% | Added |
| Insight Folios Inc | 569 | $281.8K | 0.12% | −51−8.2% | Reduced |
| Guardian Capital Advisors LP | 541 | $282.7K | 0.03% | +16+3.0% | Added |
| WestHill Financial Advisors, Inc. | 571 | $282.8K | 0.07% | 00.0% | Unchanged |
| Single Point Partners, LLC | 572 | $283.0K | 0.07% | −166−22.5% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 572 | $283.7K | 0.13% | +572 | New |
| Voisard Asset Management Group, Inc. | 573 | $283.8K | 0.17% | +573 | New |
| Priebe Wealth Holdings LLC | 575 | $284.7K | 0.23% | +575 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 575 | $284.8K | 0.07% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 575 | $284.8K | 0.10% | +44+8.3% | Added |
| LVZ Advisors, Inc. | 575 | $284.8K | 0.04% | +575 | New |
| Main Line Retirement Advisors, LLC | 580 | $285.8K | 0.25% | +580 | New |
| Clear Street Markets LLC | 577 | $286.0K | 0.12% | +448+347.3% | Added |
| Lifestyle Asset Management, Inc. | 578 | $286.2K | 0.16% | +578 | New |
| Tilia Fiduciary Partners, Inc. | 579 | $286.7K | 0.27% | +45+8.4% | Added |
| Trilogy Capital Inc. | 579 | $286.7K | 0.02% | −6−1.0% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 579 | $287.0K | 0.04% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 580 | $287.2K | 0.15% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 580 | $287.2K | 0.08% | +26+4.7% | Added |
| Caldwell Sutter Capital, Inc. | 583 | $288.5K | 0.15% | +81+16.1% | Added |
| Chaney Capital Management, Inc. | 586 | $290.2K | 0.26% | +586 | New |
| Ritter Daniher Financial Advisory LLC | 586 | $290.2K | 0.11% | −49−7.7% | Reduced |
| Rocky Mountain Advisers, LLC | 587 | $290.7K | 0.10% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 588 | $291.2K | 0.09% | +36+6.5% | Added |
| Kickstand Ventures, LLC. | 591 | $292.6K | 0.08% | +42+7.7% | Added |
| Next Level Private LLC | 594 | $294.2K | 0.17% | −65−9.9% | Reduced |
| Encompass More Asset Management | 594 | $294.2K | 0.33% | +594 | New |
| Retirement Planning Group | 594 | $294.4K | 0.03% | +56+10.4% | Added |
| Institutional & Family Asset Management, LLC | 596 | $295.2K | 0.05% | −39−6.1% | Reduced |
| Sather Financial Group Inc | 596 | $295.2K | 0.02% | +42+7.6% | Added |
| Capital Performance Advisors LLP | 596 | $295.2K | 0.13% | −315−34.6% | Reduced |
| Waterford Advisors, LLC | 596 | $295.2K | 0.14% | 00.0% | Unchanged |
| Atwater Malick LLC | 597 | $295.6K | 0.12% | −21−3.4% | Reduced |
| Alamar Capital Management, LLC | 597 | $295.6K | 0.23% | +81+15.7% | Added |
| O'Dell Group, LLC | 597 | $295.8K | 0.08% | +57+10.6% | Added |
| Capital Group Private Client Services, Inc. | 599 | $296.6K | 0.00% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 599 | $296.6K | 0.12% | +5+0.8% | Added |
| Beck Mack & Oliver LLC | 600 | $297.1K | 0.01% | 00.0% | Unchanged |
| Reik & Co., LLC | 600 | $297.1K | 0.08% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 601 | $297.6K | 0.09% | +82+15.8% | Added |
| Ballast, Inc. | 601 | $297.6K | 0.10% | +601 | New |
| Platinum Investment Management Ltd | 603 | $298.6K | 0.01% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 605 | $299.7K | 0.09% | +9+1.5% | Added |
| Saiph Capital, LLC | 606 | $300.1K | 0.15% | +606 | New |
| WealthCare Investment Partners, LLC | 575 | $300.6K | 0.16% | +67+13.2% | Added |
| Evolution Wealth Advisors, LLC | 607 | $300.6K | 0.06% | −53−8.0% | Reduced |
| Ballew Advisors, Inc | 533 | $300.7K | 0.23% | +533 | New |
| Dechtman Wealth Management, LLC | 610 | $302.0K | 0.08% | +610 | New |
| US Financial Advisors, LLC | 610 | $302.1K | 0.11% | +30+5.2% | Added |
| Lafayette Investments, Inc. | 610 | $302.1K | 0.08% | +50+8.9% | Added |
| Planning Center, Inc. | 610 | $302.1K | 0.07% | +610 | New |
| Warwick Investment Management, Inc. | 613 | $303.6K | 0.09% | +613 | New |
| Wealth Group Ltd | 445 | $303.6K | 0.10% | +445 | New |
| Grey Fox Wealth Advisors, LLC | 613 | $303.6K | 0.13% | +613 | New |
| GoalFusion Wealth Management, LLC | 613 | $303.7K | 0.21% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 614 | $304.0K | 0.23% | −86−12.3% | Reduced |
| Gouws Capital LLC | 615 | $304.6K | 0.25% | 00.0% | Unchanged |
| First Citizens Financial Corp | 617 | $305.6K | 0.20% | −163−20.9% | Reduced |
| Affinity Capital Advisors, LLC | 617 | $305.6K | 0.07% | −31−4.8% | Reduced |
| Blue Zone Wealth Advisors, LLC | 619 | $306.5K | 0.12% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 620 | $307.0K | 0.09% | +620 | New |
| Family Wealth Group, LLC | 620 | $307.3K | 0.38% | +620 | New |
| Crestmont Private Wealth LLC | 621 | $307.6K | 0.16% | +4+0.6% | Added |
| Orin Green Financial, LLC | 623 | $308.5K | 0.15% | 00.0% | Unchanged |
| Family Legacy, Inc. | 624 | $308.8K | 0.12% | +70+12.6% | Added |
| Montis Financial, LLC | 624 | $309.2K | 0.18% | 00.0% | Unchanged |
| Market Street Wealth Management Advisors LLC | 628 | $311.0K | 0.07% | +142+29.2% | Added |
| Ironwood Financial, llc | 629 | $311.5K | 0.08% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 630 | $312.0K | 1.12% | −4,270−87.1% | Reduced |
| Lanham O'Dell & Company, Inc. | 631 | $312.3K | 0.22% | +146+30.1% | Added |
| Yoder Wealth Management, Inc. | 632 | $313.0K | 0.22% | +24+3.9% | Added |
| Hanson & Doremus Investment Management | 633 | $313.0K | 0.06% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 632 | $313.0K | 0.20% | −10−1.6% | Reduced |
| Ayrshire Capital Management LLC | 633 | $313.4K | 0.18% | +84+15.3% | Added |
| MB, Levis & Associates, LLC | 634 | $313.9K | 0.18% | 00.0% | Unchanged |
