| Ankerstar Wealth, LLC | 282 | $134.9K | 0.11% | +26+10.2% | Added |
| CWM Advisors, LLC | 283 | $135.2K | 0.01% | +5+1.8% | Added |
| Abound Wealth Management | 287 | $137.0K | 0.03% | −78−21.4% | Reduced |
| Boyd Watterson Asset Management LLC | 287 | $137.1K | 0.04% | 00.0% | Unchanged |
| YANKCOM Partnership | 295 | $140.9K | 0.05% | +113+62.1% | Added |
| Hilton Head Capital Partners, LLC | 298 | $142.3K | 0.07% | 00.0% | Unchanged |
| Lavaca Capital LLC | 300 | $143.3K | 0.01% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 309 | $147.6K | 0.04% | +25+8.8% | Added |
| Ares Financial Consulting, LLC | 317 | $151.4K | 0.11% | 00.0% | Unchanged |
| Core Capital Management & Research, inc. | 370 | $151.7K | 0.08% | +370 | New |
| First Command Advisory Services, Inc. | 319 | $152.4K | 0.00% | +8+2.6% | Added |
| MRP Capital Investments, LLC | 325 | $155.2K | 0.11% | +100+44.4% | Added |
| WealthPLAN Partners, LLC | 327 | $156.2K | 0.03% | −1,140−77.7% | Reduced |
| Hoese & Co LLP | 333 | $159.0K | 0.10% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 337 | $160.9K | 0.08% | +337 | New |
| Wormser Freres Gestion | 368 | $164.1K | 0.09% | +368 | New |
| Guardcap Asset Management Ltd | 349 | $166.7K | 0.01% | −4,985−93.5% | Reduced |
| Harbor Asset Planning, Inc. | 349 | $166.8K | 0.13% | 00.0% | Unchanged |
| WS Portfolio Advisory, LLC | 370 | $176.7K | 4.36% | +70+23.3% | Added |
| ZEGA Investments, LLC | 372 | $177.7K | 0.03% | +2+0.5% | Added |
| Birchbrook, Inc. | 381 | $182.0K | 0.09% | 00.0% | Unchanged |
| Kilter Group LLC | 385 | $183.9K | 0.07% | +380+7,600.0% | Added |
| Logan Capital Management Inc | 392 | $187.2K | 0.01% | +392 | New |
| Peterson Wealth Services | 393 | $187.7K | 0.04% | +32+8.9% | Added |
| Mosley Wealth Management | 397 | $189.6K | 0.06% | −1,014−71.9% | Reduced |
| Luken Investment Analytics, LLC | 400 | $191.0K | 0.07% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 400 | $191.0K | 0.04% | +400 | New |
| Bell Investment Advisors, Inc | 410 | $195.8K | 0.03% | +50+13.9% | Added |
| Old Second National Bank of Aurora | 412 | $196.8K | 0.04% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 416 | $198.7K | 0.04% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 417 | $199.1K | 0.03% | +13+3.2% | Added |
| Synergy Investment Management, LLC | 447 | $199.9K | 0.05% | +136+43.7% | Added |
| BlackDiamond Wealth Management Inc. | 478 | $200.0K | 0.08% | −184−27.8% | Reduced |
| Ascent Wealth Partners, LLC | 419 | $200.1K | 0.02% | +419 | New |
| Rockport Wealth LLC | 419 | $200.1K | 0.03% | +419 | New |
| Palogic Value Management, L.P. | 421 | $201.1K | 0.07% | +421 | New |
| McNaughton Wealth Management, LLC | 421 | $201.1K | 0.07% | +421 | New |
| Maxele Advisors, LLC | 421 | $201.1K | 0.14% | +421 | New |
| White Knight Strategic Wealth Advisors, LLC | 422 | $201.5K | 0.14% | +422 | New |
| Princeton Capital Management LLC | 422 | $201.7K | 0.05% | +422 | New |
| Cambient Family Office, LLC | 422 | $201.9K | 0.02% | +422 | New |
| Prota Financial, LLC | 455 | $202.1K | 0.13% | +455 | New |
| Dorato Capital Management | 466 | $202.3K | 0.14% | 00.0% | Unchanged |
| Excalibur Management Corp | 424 | $202.7K | 0.07% | +424 | New |
| Greenwood Gearhart Inc | 425 | $203.0K | 0.01% | +425 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 425 | $203.0K | 0.28% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 426 | $203.4K | 0.17% | +426 | New |
| Orca Wealth Management, LLC | 428 | $204.2K | 0.12% | +428 | New |
| Cadia Private Client LLC | 428 | $204.4K | 0.15% | +428 | New |
| Iams Wealth Management, LLC | 428 | $204.4K | 0.06% | +428 | New |
| Successful Portfolios LLC | 468 | $204.4K | 0.10% | +468 | New |
| Whitaker-Myers Wealth Managers, LTD. | 428 | $204.5K | 0.03% | +428 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 429 | $204.9K | 0.02% | +429 | New |
| Opus Financial Solutions LLC | 429 | $204.9K | 0.17% | +429 | New |
| Bucket List Wealth Management, LLC | 429 | $204.9K | 0.10% | +429 | New |
| West Bancorporation Inc | 430 | $205.4K | 0.09% | +430 | New |
| Marion Wealth Management | 430 | $205.4K | 0.04% | +430 | New |
| Roble, Belko & Company, Inc | 432 | $206.0K | 0.02% | 00.0% | Unchanged |
| Downshift Financial, LLC | 433 | $206.8K | 0.09% | +433 | New |
| Archer Investment Corp | 433 | $206.9K | 0.04% | +163+60.4% | Added |
| Napier Financial, LLC | 434 | $207.3K | 0.04% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 435 | $207.6K | 0.01% | +435 | New |
| Wealth Care LLC | 438 | $209.2K | 0.17% | +438 | New |
| Entrust Financial LLC | 438 | $209.2K | 0.14% | 00.0% | Unchanged |
| Rebalance, LLC | 438 | $209.2K | 0.01% | +438 | New |
| Eq LLC | 440 | $210.0K | 0.05% | +440 | New |
| Corient IA LLC | 440 | $210.1K | 0.19% | −880−66.7% | Reduced |
| Hofer & Associates. Inc | 440 | $210.1K | 0.10% | +440 | New |
| Creekside Partners | 441 | $210.6K | 0.08% | +441 | New |
| Mirabaud & Cie SA | 442 | $211.1K | 0.08% | +442 | New |
| Joel Adams & Associates, Inc. | 442 | $211.1K | 0.14% | +442 | New |
| BOK Financial Private Wealth, Inc. | 444 | $212.5K | 0.01% | +369+492.0% | Added |
| CFO4Life Group, LLC | 445 | $212.5K | 0.03% | −1,389−75.7% | Reduced |
| Univest Financial Corp | 449 | $214.6K | 0.01% | +449 | New |
| Hyposwiss Advisors SA | 450 | $214.9K | 0.20% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 450 | $214.9K | 0.01% | +450 | New |
| Chelsea Counsel Co | 450 | $215.3K | 0.09% | 00.0% | Unchanged |
| Field & Main Bank | 452 | $215.9K | 0.04% | +73+19.3% | Added |
| Verus Financial Partners, Inc. | 452 | $215.9K | 0.02% | +452 | New |
| Aegis Wealth Management LLC | 452 | $215.9K | 0.10% | +452 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 452 | $215.9K | 0.09% | +452 | New |
| Morgan Creek Capital Management, LLC | 453 | $216.3K | 0.15% | +453 | New |
| Manhattan West Asset Management, LLC | 453 | $216.3K | 0.04% | +453 | New |
| Cornerstone Advisors Asset Management, LLC | 453 | $216.4K | 0.03% | +453 | New |
| Integrated Capital Management, LLC | 454 | $216.8K | 0.08% | −184−28.8% | Reduced |
| RS Crum Inc. | 454 | $216.8K | 0.04% | +454 | New |
| Wealthgarden F.S. LLC | 455 | $217.1K | 0.12% | +455 | New |
| City Center Advisors, LLC | 456 | $217.8K | 0.18% | +456 | New |
| Aegis Wealth Management, Inc. | 457 | $218.2K | 0.14% | +457 | New |
| American Capital Advisory, LLC | 459 | $219.2K | 0.08% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 459 | $219.2K | 0.06% | +459 | New |
| Boston Trust Walden Corp | 460 | $219.7K | 0.00% | +460 | New |
| Lantz Financial LLC | 460 | $219.7K | 0.04% | +460 | New |
| FOCUS Wealth Advisors, LLC | 460 | $219.7K | 0.10% | +460 | New |
| Momentous Wealth Management, Inc. | 460 | $219.7K | 0.11% | +460 | New |
| True Wealth Design, LLC | 461 | $220.2K | 0.05% | +6+1.3% | Added |
| Seaside Wealth Management, Inc. | 461 | $220.2K | 0.05% | +461 | New |
| SwitchPoint Financial Planning, LLC | 461 | $220.2K | 0.13% | +461 | New |
| Cutler Capital Management, LLC | 461 | $220.3K | 0.06% | +6+1.3% | Added |
| JNBA Financial Advisors | 461 | $220.3K | 0.02% | +41+9.8% | Added |
