| waypoint wealth counsel | 611 | $228.3K | 0.14% | −1,375−69.2% | Reduced |
| Baldwin Investment Management, LLC | 612 | $228.7K | 0.02% | +612 | New |
| United Bank | 612 | $228.7K | 0.07% | +612 | New |
| Mayport, LLC | 614 | $229.5K | 0.04% | +614 | New |
| TruNorth Capital Management, LLC | 615 | $229.8K | 0.04% | +615 | New |
| Wetzel Investment Advisors, Inc. | 615 | $229.8K | 0.08% | +615 | New |
| Silver Lake Advisory, LLC | 615 | $229.9K | 0.08% | +615 | New |
| Old Second National Bank of Aurora | 616 | $230.2K | 0.04% | +60+10.8% | Added |
| Landaas & Co | 617 | $230.5K | 0.04% | −726−54.1% | Reduced |
| Matisse Capital | 617 | $230.6K | 0.09% | +617 | New |
| McElhenny Sheffield Capital Management, LLC | 617 | $230.6K | 0.06% | +617 | New |
| First Community Trust NA | 618 | $231.0K | 0.10% | −23−3.6% | Reduced |
| McLean Asset Management Corp | 642 | $231.2K | 0.03% | +642 | New |
| Alexander Labrunerie & Co., Inc. | 620 | $231.6K | 0.08% | +620 | New |
| Grantvest Financial Group LLC | 620 | $231.7K | 0.13% | +620 | New |
| Retirement Solution Inc. | 621 | $232.0K | 0.05% | +621 | New |
| Diversified Management Inc | 621 | $232.0K | 0.05% | +621 | New |
| Legacy Trust | 623 | $232.8K | 0.04% | −405−39.4% | Reduced |
| Ithaka Group LLC | 624 | $233.2K | 0.04% | +624 | New |
| Orion Investment Co | 625 | $233.6K | 0.07% | +625 | New |
| Colorado Capital Management, Inc. | 627 | $234.0K | 0.08% | +627 | New |
| SWAN Capital LLC | 627 | $234.3K | 0.08% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 634 | $234.6K | 0.03% | +634 | New |
| Pension & Wealth Management Advisors, Inc. | 629 | $235.1K | 0.06% | +240+61.7% | Added |
| CWS Financial Advisors, LLC | 629 | $235.2K | 0.05% | +629 | New |
| WealthCare Investment Partners, LLC | 630 | $235.5K | 0.06% | +630 | New |
| Wellington-Altus USA Inc. | 831 | $235.8K | 0.17% | +831 | New |
| Berkeley Capital Partners, LLC | 631 | $235.8K | 0.05% | +631 | New |
| Kelman-Lazarov, Inc. | 632 | $236.2K | 0.03% | +632 | New |
| Stone House Investment Management, LLC | 632 | $236.2K | 0.03% | −216−25.5% | Reduced |
| 5T Wealth, LLC | 633 | $236.6K | 0.09% | +633 | New |
| Prosperitas Financial LLC | 634 | $236.9K | 0.08% | +634 | New |
| Cannon Financial Strategists, Inc. | 634 | $237.1K | 0.03% | +634 | New |
| Coco Enterprises, LLC | 635 | $237.3K | 0.12% | +635 | New |
| Ascension Capital Advisors, Inc. | 635 | $237.3K | 0.07% | +635 | New |
| Partners Wealth Management, LLC | 636 | $237.6K | 0.23% | −345−35.2% | Reduced |
| Intesa Sanpaolo Wealth Management | 637 | $238.1K | 0.05% | +572+880.0% | Added |
| WealthTrust Asset Management, LLC | 637 | $238.1K | 0.13% | +637 | New |
| Park Capital Management, LLC | 637 | $238.2K | 0.14% | +637 | New |
| Kure Advisory, LLC | 637 | $238.2K | 0.11% | +637 | New |
| Timber Creek Capital Management LLC | 638 | $238.4K | 0.05% | +638 | New |
| Wealth Advisors of Tampa Bay, LLC | 639 | $238.8K | 0.07% | +639 | New |
| Requisite Capital Management, LLC | 641 | $239.6K | 0.04% | +641 | New |
| Coastwise Capital Group, LLC | 641 | $239.7K | 0.14% | +641 | New |
| DDD Partners, LLC | 642 | $239.9K | 0.02% | +642 | New |
| Silver Oak Advisory Group, Inc. | 644 | $240.0K | 0.09% | +644 | New |
| Prasad Wealth Partners, LLC | 643 | $240.1K | 0.06% | −221−25.6% | Reduced |
| Permanent Capital Management, LP | 643 | $240.3K | 0.03% | +643 | New |
| Legacy Capital Wealth Partners, LLC | 643 | $240.3K | 0.05% | −145−18.4% | Reduced |
| Bright Futures Wealth Management, LLC. | 644 | $240.6K | 0.16% | +644 | New |
| Scissortail Wealth Management, LLC | 647 | $241.8K | 0.05% | −625−49.1% | Reduced |
| FSA Advisors, Inc. | 649 | $242.7K | 0.11% | +649 | New |
| Beirne Wealth Consulting Services, LLC | 650 | $242.9K | 0.05% | +650 | New |
| Wagner Wealth Management, Corp | 650 | $242.9K | 0.20% | +650 | New |
| Tenet Wealth Partners, LLC | 672 | $243.0K | 0.18% | +672 | New |
| Greenbush Financial Group, LLC | 651 | $243.3K | 0.07% | +651 | New |
| Planned Solutions, Inc. | 651 | $243.3K | 0.07% | +651 | New |
| SCS Capital Management LLC | 653 | $244.1K | 0.00% | +653 | New |
| Beacon Capital Management, LLC | 654 | $244.3K | 0.04% | +654 | New |
| Argent Advisors, Inc. | 654 | $244.4K | 0.06% | +654 | New |
| New England Professional Planning Group Inc. | 655 | $244.8K | 0.09% | −272−29.3% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 655 | $244.8K | 0.22% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 655 | $244.9K | 0.08% | +655 | New |
| Sar Wealth Management Group, LLC | 655 | $245.0K | 0.12% | +655 | New |
| Creative Capital Management Investments LLC | 656 | $245.2K | 0.06% | +21+3.3% | Added |
| Gaddis Premier Wealth Advisors LLC | 657 | $245.4K | 0.15% | +657 | New |
| Instrumental Wealth, LLC | 658 | $245.8K | 0.12% | +658 | New |
| Shira Ridge Wealth Management | 658 | $245.9K | 0.09% | +658 | New |
| Abacus Wealth Partners, LLC | 659 | $246.3K | 0.03% | −405−38.1% | Reduced |
| Broadway Wealth Solutions, Inc. | 659 | $246.3K | 0.12% | +659 | New |
| SilverOak Wealth Management LLC | 660 | $246.7K | 0.03% | +660 | New |
| Fractal Investments LLC | 660 | $246.7K | 0.03% | +660 | New |
| Sierra Ocean, LLC | 660 | $246.8K | 0.17% | −72−9.8% | Reduced |
| Founders Capital Management, LLC | 661 | $247.0K | 0.04% | +661 | New |
| Gilbert & Cook, Inc. | 661 | $247.1K | 0.03% | +661 | New |
| Nautilus Advisors LLC | 688 | $247.1K | 0.15% | +688 | New |
| Northcape Wealth Management, LLC | 662 | $247.4K | 0.06% | +662 | New |
| Blue Zone Wealth Advisors, LLC | 663 | $247.8K | 0.04% | +663 | New |
| One Capital Management, LLC | 874 | $248.0K | 0.01% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 664 | $248.1K | 0.01% | −367−35.6% | Reduced |
| Riverview Trust Co | 664 | $248.2K | 0.30% | 00.0% | Unchanged |
| Journey Retirement Planning & Investment Management LLC | 664 | $248.3K | 0.19% | +664 | New |
| Pennsylvania Capital Management Inc | 665 | $248.5K | 0.06% | +665 | New |
| Samalin Investment Counsel, LLC | 665 | $248.7K | 0.08% | +665 | New |
| Clear Trail Advisors, LLC | 667 | $249.2K | 0.04% | +667 | New |
| Maltin Wealth Management, Inc. | 668 | $249.6K | 0.08% | +668 | New |
| AAFMAA Wealth Management & Trust LLC | 669 | $250.0K | 0.09% | +669 | New |
| Thompson David Blair | 670 | $250.4K | 0.13% | +670 | New |
| MLG Wealth Management DBA Pine Grove Financial Group | 671 | $250.7K | 0.03% | +671 | New |
| Clarendon Private LLC | 671 | $250.8K | 0.16% | −168−20.0% | Reduced |
| Able Wealth Management LLC | 671 | $250.8K | 0.06% | +671 | New |
| IFG Advisors, LLC | 671 | $250.9K | 0.03% | −47−6.5% | Reduced |
| Strategic Advocates LLC | 672 | $251.1K | 0.97% | −183−21.4% | Reduced |
| Morling Financial Advisors, LLC | 673 | $251.5K | 0.07% | +673 | New |
| Mayfair Advisory Group, LLC | 712 | $251.9K | 0.08% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 674 | $251.9K | 0.07% | +674 | New |
| Inspirion Wealth Advisors, LLC | 672 | $252.0K | 0.03% | +672 | New |
| Live Oak Private Wealth LLC | 676 | $252.6K | 0.03% | −46−6.4% | Reduced |
| Concorde Asset Management, LLC | 676 | $252.7K | 0.15% | +676 | New |
| Ridgecrest Wealth Partners, LLC | 676 | $252.7K | 0.12% | +676 | New |