| Adamsbrown Wealth Consultants LLC | 620 | $217.4K | 0.06% | +4+0.6% | Added |
| Yeomans Consulting Group, Inc. | 620 | $217.4K | 0.06% | −43−6.5% | Reduced |
| Summit Financial Consulting LLC | 620 | $217.4K | 0.16% | 00.0% | Unchanged |
| Defender Capital, LLC. | 620 | $217.4K | 0.07% | +620 | New |
| Peak Retirement Planning, Inc. | 620 | $217.5K | 0.05% | +620 | New |
| Valtinson Bruner Financial Planning LLC | 620 | $217.5K | 0.06% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 621 | $217.8K | 0.04% | +200+47.5% | Added |
| Code Waechter LLC | 622 | $218.1K | 0.14% | +9+1.5% | Added |
| Decision Investments, Inc | 622 | $218.1K | 0.24% | +622 | New |
| Bannerstone Capital Management, LLC | 623 | $218.5K | 0.21% | +623 | New |
| Westend Capital Management, LLC | 624 | $218.8K | 0.06% | +507+433.3% | Added |
| Pinnacle Family Advisors, LLC | 624 | $218.9K | 0.10% | −40−6.0% | Reduced |
| Pinnacle Financial Group, LLC | 624 | $218.9K | 0.06% | −23−3.6% | Reduced |
| Taylor Financial Group, Inc. | 626 | $219.5K | 0.13% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 664 | $220.0K | 0.15% | −4−0.6% | Reduced |
| Greenline Wealth Management LLC | 629 | $220.5K | 0.23% | +629 | New |
| Grey Fox Wealth Advisors, LLC | 630 | $220.9K | 0.05% | −11−1.7% | Reduced |
| Bruce G. Allen Investments, LLC | 630 | $220.9K | 0.15% | −58−8.4% | Reduced |
| Monograph Wealth Advisors, LLC | 630 | $221.1K | 0.02% | −1−0.2% | Reduced |
| Capstone Wealth Management Group, LLC | 632 | $221.6K | 0.09% | +1+0.2% | Added |
| Financial Synergies Wealth Advisors, Inc. | 632 | $221.8K | 0.02% | +632 | New |
| Provident Wealth Management, LLC | 634 | $222.3K | 0.07% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 635 | $223.0K | 0.12% | +8+1.3% | Added |
| Opus Capital Group, LLC | 637 | $223.0K | 0.02% | +637 | New |
| Tortuga Wealth Management, Inc | 636 | $223.1K | 0.24% | +636 | New |
| Rodgers & Associates, LTD | 637 | $223.4K | 0.02% | +39+6.5% | Added |
| Aigen Investment Management, LP | 637 | $223.4K | 0.05% | −4,855−88.4% | Reduced |
| Maltin Wealth Management, Inc. | 638 | $223.6K | 0.09% | +6+0.9% | Added |
| Keyvantage Wealth, LLC | 638 | $223.8K | 0.10% | +4+0.6% | Added |
| Vestia Personal Wealth Advisors | 690 | $224.4K | 0.11% | +12+1.8% | Added |
| Eagle Harbor Asset Management Inc | 640 | $224.5K | 0.19% | 00.0% | Unchanged |
| Cumberland Advisors Inc | 640 | $224.5K | 0.09% | 00.0% | Unchanged |
| Cosner Financial Group, LLC | 640 | $224.5K | 0.11% | 00.0% | Unchanged |
| Rational Advisors LLC | 642 | $225.2K | 0.02% | −5,015−88.7% | Reduced |
| Commons Capital, LLC | 643 | $225.4K | 0.16% | +16+2.6% | Added |
| Eaton-Cambridge Inc. | 644 | $225.9K | 0.07% | +19+3.0% | Added |
| Darrow Company, Inc. | 644 | $225.9K | 0.10% | +644 | New |
| Archetype Wealth Partners | 644 | $226.0K | 0.03% | −1,562−70.8% | Reduced |
| Doheny Asset Management | 643 | $226.0K | 0.14% | 00.0% | Unchanged |
| Penney Financial, LLC | 645 | $226.2K | 0.09% | 00.0% | Unchanged |
| Madrid Wealth Management, LLC | 646 | $226.6K | 0.18% | +646 | New |
| Weybosset Research & Management LLC | 646 | $226.6K | 0.07% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 684 | $226.8K | 0.09% | +684 | New |
| Juncture Wealth Strategies, LLC | 649 | $227.6K | 0.07% | −142−18.0% | Reduced |
| Mayfair Advisory Group, LLC | 658 | $227.9K | 0.09% | −75−10.2% | Reduced |
| Synergy Investment Management, LLC | 651 | $228.3K | 0.08% | +54+9.0% | Added |
| Odyssey Capital Advisors, Inc. | 651 | $228.4K | 0.20% | +651 | New |
| Wharton Business Group, LLC | 652 | $228.5K | 0.01% | −72−9.9% | Reduced |
| TopTier Wealth Management, LLC | 652 | $228.6K | 0.16% | +652 | New |
| PTM Wealth Management, LLC | 647 | $228.9K | 0.13% | +647 | New |
| David J Yvars Group | 653 | $229.0K | 0.12% | +29+4.6% | Added |
| Payne Capital Management, LLC | 654 | $229.4K | 0.07% | +45+7.4% | Added |
| Climber Capital SA | 655 | $229.4K | 0.15% | +655 | New |
| Patton Fund Management, Inc. | 656 | $230.1K | 0.03% | 00.0% | Unchanged |
| White Lighthouse Investment Management Inc. | 656 | $230.1K | 0.03% | +656 | New |
| Serenity Investment Advisors | 655 | $230.8K | 0.13% | +655 | New |
| Veridan Wealth LLC | 659 | $231.2K | 0.08% | +4+0.6% | Added |
| Lutz Financial Services LLC | 660 | $231.5K | 0.02% | −90−12.0% | Reduced |
| Slow Capital, Inc. | 660 | $231.5K | 0.03% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 660 | $231.5K | 0.08% | 00.0% | Unchanged |
| Fiduciary Planning LLC | 660 | $231.6K | 0.07% | +660 | New |
| Advance Capital Management, Inc. | 661 | $231.9K | 0.01% | −3−0.5% | Reduced |
| Rowland & Co Investment Counsel | 664 | $233.1K | 0.04% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 665 | $233.2K | 0.06% | −140−17.4% | Reduced |
| NerdWallet Wealth Partners, LLC | 665 | $233.2K | 0.11% | −5−0.7% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 666 | $233.6K | 0.19% | −31−4.4% | Reduced |
| Impact Partnership Wealth, LLC | 666 | $233.7K | 0.03% | +15+2.3% | Added |
| Ted Buchan & Co | 667 | $233.9K | 0.09% | −119−15.1% | Reduced |
| Abner Herrman & Brock LLC | 668 | $234.0K | 0.02% | −92−12.1% | Reduced |
| Reliant Investment Management, LLC | 668 | $234.3K | 0.09% | −29−4.2% | Reduced |
| Wiregrass Investment Management LLC | 668 | $234.3K | 0.20% | +668 | New |
| WMG Financial Advisors, LLC | 670 | $235.0K | 0.10% | −600−47.2% | Reduced |
| Asset Allocation Strategies LLC | 671 | $235.2K | 0.04% | +35+5.5% | Added |
| Lauterbach Financial Advisors, LLC | 671 | $235.3K | 0.12% | +75+12.6% | Added |
| Strid Group, LLC | 672 | $235.6K | 0.03% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 672 | $235.7K | 0.04% | −80−10.6% | Reduced |
| Prospect Financial Services LLC | 672 | $235.7K | 0.14% | +40+6.3% | Added |
| Lincoln Capital Corp | 672 | $235.7K | 0.08% | +20+3.1% | Added |
| Integrated Wealth Management | 673 | $235.9K | 0.27% | +673 | New |
| Phil A. Younker & Associates, Ltd. | 675 | $236.7K | 0.17% | 00.0% | Unchanged |
| Carson Advisory Inc. | 675 | $236.8K | 0.12% | −20−2.9% | Reduced |
| Dakota Community Bank & Trust NA | 677 | $237.4K | 0.81% | 00.0% | Unchanged |
| Astra Wealth Partners LLC | 677 | $237.4K | 0.15% | +19+2.9% | Added |
| B.O.S.S. Retirement Advisors, LLC | 677 | $237.6K | 0.07% | −38−5.3% | Reduced |
| Silverleafe Capital Partners, LLC | 677 | $237.6K | 0.07% | +677 | New |
| Brighton Securities Corp. | 678 | $237.8K | 0.12% | −59−8.0% | Reduced |
| Center For Asset Management LLC | 678 | $237.8K | 0.12% | +678 | New |
| Verus Financial Partners, Inc. | 725 | $238.1K | 0.02% | +56+8.4% | Added |
| Clean Yield Group | 679 | $238.1K | 0.07% | 00.0% | Unchanged |
| Tableaux LLC | 679 | $238.2K | 0.17% | −679−50.0% | Reduced |
| Reston Wealth Management LLC | 679 | $238.2K | 0.07% | +679 | New |
| Financial Avengers, Inc. | 683 | $239.4K | 0.10% | +2+0.3% | Added |
| Creekside Partners | 684 | $239.9K | 0.10% | 00.0% | Unchanged |
| SFE Investment Counsel | 685 | $240.1K | 0.04% | +1+0.1% | Added |
| Capital Investment Services of America, Inc. | 685 | $240.2K | 0.02% | 00.0% | Unchanged |
| Bryant Woods Investment Advisors, LLC | 687 | $241.0K | 0.09% | 00.0% | Unchanged |
| Cogent Strategic Wealth LLC | 740 | $241.4K | 0.26% | +740 | New |
| Breachway Investments LLC | 690 | $242.0K | 0.26% | +690 | New |
| BlueSky Wealth Advisors, LLC | 690 | $242.0K | 0.03% | 00.0% | Unchanged |
| Security Financial Services, INC. | 690 | $242.0K | 0.04% | +83+13.7% | Added |
