| Pinnacle Bancorp, Inc. | 143 | $24.7K | 0.01% | +143 | New |
| Meeder Asset Management Inc | 142 | $24.5K | 0.00% | −136−48.9% | Reduced |
| Dynamic Wealth Strategies, LLC | 137 | $23.7K | 0.02% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 137 | $23.7K | 0.00% | +137 | New |
| Smallwood Wealth Investment Management, LLC | 134 | $23.2K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 469 | $21.8K | 0.00% | +339+260.8% | Added |
| Sachetta, LLC | 119 | $20.6K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 118 | $20.4K | 0.00% | +118 | New |
| Atlantic Trust, LLC | 109 | $18.8K | 0.00% | −2−1.8% | Reduced |
| Armstrong Advisory Group, Inc | 108 | $18.7K | 0.00% | +12+12.5% | Added |
| Hilltop National Bank | 106 | $18.3K | 0.00% | −2−1.9% | Reduced |
| Barrett & Company, Inc. | 105 | $18.2K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 101 | $17.5K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 100 | $17.3K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $17.3K | 0.01% | +100 | New |
| McIlrath & Eck, LLC | 96 | $16.6K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 93 | $16.1K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 94 | $16.0K | 0.00% | +20+27.0% | Added |
| Activest Wealth Management | 92 | $15.9K | 0.00% | −28−23.3% | Reduced |
| Delta Asset Management LLC | 92 | $15.9K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 92 | $15.6K | 0.00% | +3+3.4% | Added |
| Bell Investment Advisors, Inc | 90 | $15.6K | 0.00% | −3−3.2% | Reduced |
| North Capital, Inc. | 90 | $15.6K | 0.01% | +1+1.1% | Added |
| Aspect Partners, LLC | 88 | $15.2K | 0.01% | −1−1.1% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 86 | $14.9K | 0.00% | +84+4,200.0% | Added |
| Financial Management Professionals, Inc. | 82 | $14.2K | 0.00% | −2−2.4% | Reduced |
| Team Financial Group, LLC | 79 | $13.7K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 79 | $13.7K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 78 | $13.5K | 0.01% | +78 | New |
| Old Second National Bank of Aurora | 77 | $13.3K | 0.00% | +31+67.4% | Added |
| LRI Investments, LLC | 71 | $12.4K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 70 | $12.1K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 71 | $12.0K | 0.00% | −8−10.1% | Reduced |
| Johnson Financial Group, Inc. | 68 | $11.8K | 0.00% | +68 | New |
| Howard Hughes Medical Institute | 68 | $11.8K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 68 | $11.8K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 65 | $11.2K | 0.00% | +10+18.2% | Added |
| Ogorek Anthony Joseph | 67 | $11.0K | 0.00% | +2+3.1% | Added |
| Hemington Wealth Management | 65 | $11.0K | 0.00% | +14+27.5% | Added |
| Duncker Streett & Co Inc | 60 | $10.4K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 59 | $10.1K | 0.00% | +40+210.5% | Added |
| Morse Asset Management, Inc | 58 | $10.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 57 | $9.86K | 0.00% | +7+14.0% | Added |
| Anfield Capital Management, LLC | 55 | $9.51K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 55 | $9.51K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 51 | $8.75K | 0.00% | +1+2.0% | Added |
| Future Financial Wealth Managment LLC | 50 | $8.64K | 0.01% | −135−73.0% | Reduced |
| Toth Financial Advisory Corp | 50 | $8.64K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 50 | $8.64K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 50 | $8.64K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 50 | $8.64K | 0.00% | +50 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 48 | $8.30K | 0.01% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 46 | $7.95K | 0.01% | +46 | New |
| New Millennium Group LLC | 45 | $7.78K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 45 | $7.78K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 42 | $7.26K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 41 | $7.09K | 0.00% | +41 | New |
| Capital Advisors, Ltd. LLC | 42 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 40 | $6.92K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 38 | $6.57K | 0.00% | −39−50.6% | Reduced |
| Marquette Asset Management, LLC | 36 | $6.22K | 0.00% | +36 | New |
| Noble Wealth Management PBC | 36 | $6.22K | 0.00% | +36 | New |
| Frazier Financial Advisors, LLC | 33 | $5.71K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 31 | $5.36K | 0.00% | +5+19.2% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 30 | $5.19K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 30 | $5.19K | 0.00% | −195−86.7% | Reduced |
| IMG Wealth Management, Inc. | 29 | $5.01K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 27 | $5.00K | 0.00% | +27 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 28 | $4.84K | 0.01% | −1,604−98.3% | Reduced |
| Wealth Preservation Advisors, LLC | 27 | $4.67K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 28 | $4.00K | 0.00% | +2+7.7% | Added |
| JFS Wealth Advisors, LLC | 23 | $3.98K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 23 | $3.98K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 22 | $3.80K | 0.00% | +22 | New |
| Quest 10 Wealth Builders, Inc. | 22 | $3.77K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 20 | $3.46K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 20 | $3.46K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 20 | $3.46K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 19 | $3.29K | 0.00% | −39−67.2% | Reduced |
| True Wealth Design, LLC | 19 | $3.25K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 18 | $3.11K | 0.00% | +1+5.9% | Added |
| Tortoise Investment Management, LLC | 18 | $3.11K | 0.00% | +3+20.0% | Added |
| Transamerica Financial Advisors, Inc. | 17 | $2.94K | 0.00% | +17 | New |
| Core Alternative Capital | 16 | $2.77K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 15 | $2.59K | 0.00% | +15 | New |
| Richard W. Paul & Associates, LLC | 15 | $2.59K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 15 | $2.56K | 0.00% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 14 | $2.42K | 0.01% | +14 | New |
| Clark Wealth Partners | 14 | $2.17K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 12 | $2.10K | 0.00% | +12 | New |
| Tradewinds Capital Management, LLC | 11 | $1.90K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 11 | $1.90K | 0.00% | +2+22.2% | Added |
| Texas Capital Bancshares Inc | 10 | $1.73K | 0.00% | +10 | New |
| Wealth Watch Advisors, INC | 10 | $1.73K | 0.00% | +10 | New |
| Banque Transatlantique SA | 10 | $1.73K | 0.00% | +10 | New |
| Murphy & Mullick Capital Management Corp | 10 | $1.71K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 9 | $1.56K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 9 | $1.56K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 9 | $1.55K | 0.00% | +8+800.0% | Added |
| Binnacle Investments Inc | 8 | $1.38K | 0.00% | +4+100.0% | Added |
