| Waterfront Wealth Inc. | 488 | $204.1K | 0.07% | +488 | New |
| Tower Wealth Partners, Inc. | 476 | $204.1K | 0.18% | +476 | New |
| Silvia McColl Wealth Management, LLC | 477 | $204.5K | 0.20% | +477 | New |
| Sax Wealth Advisors, LLC | 477 | $204.6K | 0.05% | +477 | New |
| Old Second National Bank of Aurora | 480 | $205.8K | 0.06% | −50−9.4% | Reduced |
| Orion Capital Management LLC | 480 | $205.8K | 0.15% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 480 | $205.8K | 0.40% | +480 | New |
| Front Row Advisors LLC | 480 | $206.0K | 0.11% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 481 | $206.0K | 0.03% | +481 | New |
| Graves-Light Private Wealth Management, Inc. | 485 | $208.2K | 0.03% | +485 | New |
| Millennium Capital Advisors, LLC | 487 | $208.8K | 0.21% | +487 | New |
| Vectors Research Management, LLC | 490 | $210.0K | 0.05% | +490 | New |
| Compass Financial Advisors LLC | 490 | $210.1K | 0.28% | +490 | New |
| CWS Financial Advisors, LLC | 565 | $211.0K | 0.09% | −33−5.5% | Reduced |
| Westside Investment Management, Inc. | 494 | $211.0K | 0.00% | +1+0.2% | Added |
| Red Lighthouse Investment Management, LLC | 493 | $211.4K | 0.11% | +493 | New |
| Safeguard Investment Advisory Group, LLC | 494 | $211.7K | 0.13% | +494 | New |
| Callan Capital, LLC | 494 | $212.0K | 0.03% | +494 | New |
| Fortune 45 LLC | 494 | $212.0K | 0.23% | +494 | New |
| Accredited Investors Inc. | 499 | $213.6K | 0.02% | +499 | New |
| Arlington Partners LLC | 499 | $214.0K | 0.03% | −148−22.9% | Reduced |
| Canton Hathaway, LLC | 500 | $214.0K | 0.07% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 500 | $214.4K | 0.30% | +100+25.0% | Added |
| Alta Capital Management LLC | 500 | $214.4K | 0.02% | +500 | New |
| ELCO Management Co., LLC | 500 | $214.4K | 0.16% | +500 | New |
| Howard Wealth Management, LLC | 500 | $214.4K | 0.18% | +500 | New |
| Thrive Wealth Management, LLC | 502 | $215.2K | 0.06% | +502 | New |
| Northwest Investment Counselors, LLC | 502 | $215.2K | 0.06% | +425+551.9% | Added |
| Farther Finance Advisors, LLC | 502 | $215.2K | 0.08% | +502 | New |
| Patron Partners Advisors, LLC | 503 | $215.7K | 0.16% | +503 | New |
| Integrated Investment Consultants, LLC | 504 | $216.0K | 0.07% | +504 | New |
| TrinityPoint Wealth, LLC | 504 | $216.0K | 0.05% | +504 | New |
| Eagle Rock Investment Company, LLC | 500 | $216.7K | 0.05% | +500 | New |
| Madison Asset Management, LLC | 507 | $217.0K | 0.00% | +507 | New |
| Bank of Stockton | 505 | $217.0K | 0.08% | +505 | New |
| Legacy Financial Strategies, LLC | 507 | $217.4K | 0.09% | +507 | New |
| G&S Capital LLC | 508 | $217.8K | 0.10% | +508 | New |
| Perfromance Wealth Partners, LLC | 508 | $217.8K | 0.01% | +508 | New |
| Financial Strategies Group, Inc. | 508 | $217.8K | 0.09% | −316−38.3% | Reduced |
| Venturi Wealth Management, LLC | 509 | $218.2K | 0.02% | −186−26.8% | Reduced |
| BKA Wealth Consulting, Inc. | 509 | $218.4K | 0.42% | +509 | New |
| Wedge Capital Management L L P | 510 | $219.0K | 0.00% | +510 | New |
| Domani Wealth, LLC | 512 | $219.0K | 0.05% | +512 | New |
| First Financial Corp | 511 | $219.1K | 0.13% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 512 | $219.5K | 0.10% | +512 | New |
| Peterson Wealth Advisors, LLC | 514 | $220.4K | 0.07% | +514 | New |
| Selective Wealth Management, Inc. | 538 | $220.9K | 0.12% | −32−5.6% | Reduced |
| Castleview Partners, LLC | 517 | $221.7K | 0.22% | −98−15.9% | Reduced |
| United Asset Strategies, Inc. | 517 | $221.7K | 0.03% | +517 | New |
| USAdvisors Wealth Management, LLC | 516 | $222.0K | 0.11% | +516 | New |
| Gitterman Wealth Management, LLC | 518 | $222.1K | 0.11% | +518 | New |
| Destination Wealth Management | 519 | $222.5K | 0.01% | +519 | New |
| Executive Wealth Management, LLC | 519 | $222.9K | 0.03% | +519 | New |
| Black Diamond Financial, LLC | 520 | $223.0K | 0.08% | +520 | New |
| NewEdge Wealth, LLC | 520 | $223.0K | 0.01% | +520 | New |
| First Command Bank | 519 | $223.0K | 0.03% | −8−1.5% | Reduced |
| First Command Financial Services, Inc. | 519 | $223.0K | 0.03% | −8−1.5% | Reduced |
| Werba Rubin Papier Wealth Management | 521 | $224.0K | 0.09% | +521 | New |
| Curated Wealth Partners LLC | 524 | $224.7K | 0.05% | +524 | New |
| Grassi Investment Management | 525 | $225.0K | 0.03% | +525 | New |
| Warren Averett Asset Management, LLC | 525 | $225.1K | 0.01% | +525 | New |
| Legacy Advisors, LLC | 525 | $225.1K | 0.04% | +525 | New |
| CVA Family Office, LLC | 525 | $225.2K | 0.05% | +48+10.1% | Added |
| Cherry Creek Investment Advisors, Inc. | 526 | $225.7K | 0.18% | +526 | New |
| Ascent Wealth Partners, LLC | 527 | $226.0K | 0.05% | +527 | New |
| Trinity Legacy Partners, LLC | 527 | $226.0K | 0.09% | +527 | New |
| Parametrica Management Ltd | 528 | $226.4K | 0.46% | +528 | New |
| CMG Global Holdings, LLC | 531 | $227.7K | 0.22% | +531 | New |
| Wells Trecaso Financial Group, LLC | 533 | $228.5K | 0.11% | +533 | New |
| Quinn Opportunity Partners LLC | 534 | $229.0K | 0.03% | −350−39.6% | Reduced |
| E Fund Management Co., Ltd. | 535 | $229.0K | 0.02% | +535 | New |
| Prosperity Financial Group, Inc. | 535 | $229.4K | 0.25% | +535 | New |
| Lineweaver Wealth Advisors, LLC | 535 | $229.4K | 0.07% | +535 | New |
| Pinnacle Bancorp, Inc. | 536 | $230.0K | 0.09% | +113+26.7% | Added |
| Planning Directions Inc | 536 | $230.0K | 0.18% | +536 | New |
| Equius Partners, Inc. | 539 | $231.1K | 0.07% | +539 | New |
| Telemus Capital, LLC | 542 | $231.1K | 0.02% | −83−13.3% | Reduced |
| Sanford Advisory Services, LLC | 541 | $232.0K | 0.06% | +541 | New |
| Cowa, LLC | 542 | $232.4K | 0.15% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 544 | $233.2K | 0.03% | +544 | New |
| MV Capital Management, Inc. | 547 | $234.5K | 0.04% | +39+7.7% | Added |
| Voya Financial Advisors, Inc. | 548 | $234.9K | 0.03% | +548 | New |
| Plante Moran Financial Advisors, LLC | 548 | $235.0K | 0.03% | −30−5.2% | Reduced |
| Patton Fund Management, Inc. | 549 | $235.0K | 0.07% | +549 | New |
| Schwartz Investment Counsel Inc | 550 | $235.8K | 0.01% | +550 | New |
| Altus Wealth Group LLC | 550 | $235.8K | 0.18% | +550 | New |
| Tennessee Valley Asset Management Partners | 553 | $237.0K | 0.08% | +553 | New |
| Lantz Financial LLC | 553 | $237.1K | 0.11% | +553 | New |
| Green Harvest Asset Management LLC | 553 | $237.2K | 0.01% | +553 | New |
| Magellan Asset Management Ltd | 555 | $238.0K | 0.00% | −128−18.7% | Reduced |
| Libra Wealth LLC | 555 | $238.0K | 0.19% | −45−7.5% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 556 | $238.4K | 0.02% | +556 | New |
| Intercontinental Wealth Advisors, LLC | 557 | $238.8K | 0.07% | +557 | New |
| Carolinas Wealth Consulting LLC | 558 | $239.9K | 0.05% | +95+20.5% | Added |
| Astoria Portfolio Advisors LLC. | 584 | $239.9K | 0.11% | −1,733−74.8% | Reduced |
| Radnor Capital Management, LLC | 550 | $240.0K | 0.06% | +550 | New |
| Wealth Management Associates, Inc. | 560 | $240.1K | 0.16% | +560 | New |
| Marietta Investment Partners LLC | 560 | $240.1K | 0.07% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 560 | $240.1K | 0.00% | +560 | New |
| Cyndeo Wealth Partners, LLC | 561 | $240.5K | 0.03% | +561 | New |
