| Financial Synergies Wealth Advisors, Inc. | 622 | $251.4K | 0.03% | +622 | New |
| Sterling Financial Planning, Inc. | 623 | $251.6K | 0.09% | +623 | New |
| Nova Wealth Management, Inc. | 623 | $251.7K | 0.22% | +623 | New |
| XY Capital Ltd | 624 | $252.0K | 0.28% | +624 | New |
| Sollinda Capital Management LLC | 624 | $252.0K | 0.07% | +624 | New |
| Aspetuck Financial Management LLC | 624 | $252.0K | 0.20% | +624 | New |
| Old Point Trust & Financial Services N A | 625 | $252.4K | 0.09% | −290−31.7% | Reduced |
| Heritage Wealth Management, Inc. | 625 | $252.4K | 0.22% | −261−29.5% | Reduced |
| Aegis Wealth Management LLC | 625 | $252.4K | 0.17% | +625 | New |
| Grunden Financial Advisory, Inc. | 625 | $252.4K | 0.12% | +625 | New |
| Lakeshore Financial Planning, Inc. | 626 | $252.8K | 0.11% | +626 | New |
| PrairieView Partners, LLC | 627 | $253.0K | 0.03% | −7−1.1% | Reduced |
| Northeast Financial Group, Inc. | 627 | $253.2K | 0.10% | +627 | New |
| Glass Jacobson Investment Advisors llc | 628 | $253.6K | 0.08% | +193+44.4% | Added |
| Reliant Investment Management, LLC | 628 | $253.6K | 0.11% | +628 | New |
| GFI Investment Counsel Ltd. | 628 | $253.6K | 0.03% | +628 | New |
| SGL Investment Advisors, Inc. | 756 | $254.4K | 0.13% | −327−30.2% | Reduced |
| Wetzel Investment Advisors, Inc. | 630 | $254.4K | 0.13% | −193−23.5% | Reduced |
| Providence First Trust Co | 630 | $254.4K | 0.10% | +630 | New |
| Greenspring Advisors, LLC | 630 | $254.4K | 0.06% | +630 | New |
| Cavalier Investments, LLC | 631 | $254.8K | 0.09% | +631 | New |
| Roberts Wealth Advisors, LLC | 596 | $255.2K | 0.08% | +596 | New |
| Blume Capital Management, Inc. | 633 | $255.6K | 0.06% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 634 | $256.0K | 0.08% | +634 | New |
| JDM Financial Group LLC | 635 | $256.4K | 0.13% | 00.0% | Unchanged |
| Gabelli Funds LLC | 635 | $256.4K | 0.00% | +635 | New |
| Tectonic Advisors LLC | 636 | $256.8K | 0.02% | +636 | New |
| All Terrain Financial Advisors, LLC | 638 | $257.6K | 0.10% | +638 | New |
| Momentous Wealth Management, Inc. | 639 | $258.1K | 0.21% | +639 | New |
| Kanawha Capital Management LLC | 640 | $258.5K | 0.02% | +640 | New |
| Sequent Asset Management, LLC | 642 | $259.3K | 0.13% | +642 | New |
| OLIO Financial Planning | 642 | $259.3K | 0.09% | −234−26.7% | Reduced |
| Elm3 Financial Group, LLC | 644 | $260.1K | 0.22% | +644 | New |
| Ameliora Wealth Management Ltd. | 645 | $260.5K | 0.10% | +470+268.6% | Added |
| Park Edge Advisors, LLC | 646 | $260.9K | 0.08% | +646 | New |
| Permanent Capital Management, LP | 646 | $260.9K | 0.08% | +646 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 647 | $261.3K | 0.06% | +647 | New |
| Future You Wealth LLC | 647 | $261.3K | 0.19% | +647 | New |
| Significant Wealth Partners LLC | 648 | $261.7K | 0.14% | −139−17.7% | Reduced |
| Pring Turner Capital Group Inc | 650 | $262.5K | 0.18% | +650 | New |
| Loudon Investment Management, LLC | 650 | $262.5K | 0.15% | +650 | New |
| ERTS Wealth Advisors, LLC | 650 | $262.5K | 0.05% | +650 | New |
| Leverty Financial Group, LLC | 650 | $262.5K | 0.13% | +650 | New |
| ARK & TLK Investments, LLC | 651 | $262.9K | 0.09% | +651 | New |
| Hoge Financial Services, LLC | 654 | $264.1K | 0.19% | +654 | New |
| Wealth Advisory Solutions, LLC | 655 | $264.5K | 0.07% | +655 | New |
| NDVR, Inc. | 655 | $264.5K | 0.25% | +655 | New |
| Wills Financial Group, Inc. | 658 | $265.7K | 0.11% | +658 | New |
| Cumberland Advisors Inc | 660 | $266.5K | 0.11% | +660 | New |
| Saiph Capital, LLC | 660 | $266.5K | 0.12% | +660 | New |
| Alternative Investment Advisors, LLC. | 660 | $266.5K | 0.14% | +660 | New |
| Bridge Creek Capital Management LLC | 661 | $266.9K | 0.08% | +661 | New |
| Bremer Bank National Association | 663 | $267.7K | 0.05% | −128−16.2% | Reduced |
| Tobias Financial Advisors, Inc. | 663 | $267.8K | 0.05% | −698−51.3% | Reduced |
| Greater Midwest Financial Group, LLC | 665 | $268.4K | 0.17% | +665 | New |
| Barrett & Company, Inc. | 667 | $269.4K | 0.11% | +7+1.1% | Added |
| McCarthy & Cox | 667 | $269.4K | 0.09% | +667 | New |
| First Pacific Financial | 667 | $269.4K | 0.06% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 684 | $270.0K | 0.11% | +684 | New |
| Essex Investment Management Co LLC | 670 | $270.6K | 0.05% | 00.0% | Unchanged |
| Dominguez Wealth Management Solutions, Inc. | 670 | $270.6K | 0.20% | +670 | New |
| Blossom Wealth Management | 672 | $271.4K | 0.52% | +672 | New |
| Kagan Cocozza Asset Management | 673 | $271.8K | 0.23% | +673 | New |
| TCP Asset Management, LLC | 674 | $272.2K | 0.06% | −183−21.4% | Reduced |
| Moment Partners, LLC | 675 | $272.6K | 0.05% | +675 | New |
| Adaptive Financial Consulting, LLC | 675 | $272.8K | 0.11% | +675 | New |
| Hurlow Wealth Management Group, Inc. | 676 | $273.0K | 0.09% | +676 | New |
| Mid-American Wealth Advisory Group, Inc. | 676 | $273.0K | 0.16% | +676 | New |
| Hazlett, Burt & Watson, Inc. | 682 | $273.0K | 0.12% | −266−28.1% | Reduced |
| 1620 Investment Advisors, Inc. | 678 | $273.7K | 0.21% | +444+189.7% | Added |
| Family Investment Center, Inc. | 678 | $273.8K | 0.07% | +678 | New |
| Westfuller Advisors, LLC | 678 | $273.8K | 0.17% | −105−13.4% | Reduced |
| Veridan Wealth LLC | 714 | $273.9K | 0.13% | +714 | New |
| Vaughan David Investments LLC | 679 | $274.0K | 0.01% | +679 | New |
| Northeast Financial Consultants Inc | 681 | $274.8K | 0.01% | +681 | New |
| Wealth Group Ltd | 682 | $275.4K | 0.08% | +682 | New |
| Lokken Investment Group LLC | 683 | $275.8K | 0.12% | +683 | New |
| Symmetry Partners, LLC | 685 | $276.7K | 0.04% | −1,211−63.9% | Reduced |
| Weybosset Research & Management LLC | 685 | $277.0K | 0.09% | +685 | New |
| Dynamic Financial Group | 686 | $277.0K | 0.28% | +686 | New |
| Mill Capital Management, LLC | 688 | $277.8K | 0.02% | +688 | New |
| Waterford Advisors, LLC | 688 | $277.8K | 0.14% | +688 | New |
| Coyle Financial Counsel LLC | 689 | $278.2K | 0.09% | +689 | New |
| Arlington Trust Co LLC | 690 | $278.6K | 0.06% | +115+20.0% | Added |
| Tepp RIA, LLC | 691 | $279.1K | 0.41% | +691 | New |
| Core Wealth Advisors, Inc. | 692 | $279.5K | 0.09% | +692 | New |
| Cahill Financial Advisors Inc | 694 | $280.3K | 0.04% | −908−56.7% | Reduced |
| WestHill Financial Advisors, Inc. | 698 | $281.9K | 0.06% | +698 | New |
| HMV Wealth Advisors, LLC | 698 | $281.9K | 0.28% | +698 | New |
| McAlister, Sweet & Associates, Inc. | 700 | $282.7K | 0.41% | +700 | New |
| Little House Capital LLC | 701 | $283.0K | 0.08% | +701 | New |
| Symphony Financial Services, Inc. | 634 | $283.1K | 0.23% | −1,025−61.8% | Reduced |
| Mascagni Wealth Management, Inc. | 1,096 | $284.0K | 0.28% | +1,096 | New |
| Cooper Capital Advisors LLC | 704 | $284.3K | 0.29% | +704 | New |
| SFE Investment Counsel | 705 | $284.7K | 0.06% | −80−10.2% | Reduced |
| Capital & Planning, LLC | 705 | $284.7K | 0.21% | +705 | New |
| Warburton Capital Management, LLC | 706 | $285.0K | 0.21% | +706 | New |
| Goodwin Investment Advisory | 706 | $285.1K | 0.15% | +706 | New |
| Level Wealth Management LLC | 707 | $285.5K | 0.20% | +707 | New |
| PACK Private Wealth, LLC | 707 | $285.5K | 0.17% | +707 | New |
