| Southern Michigan Bank & Trust | 100 | $17.6K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 100 | $17.6K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 100 | $17.6K | 0.00% | +2+2.0% | Added |
| Arlington Trust Co LLC | 100 | $17.6K | 0.00% | +44+78.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 92 | $16.2K | 0.00% | +3+3.4% | Added |
| Torren Management, LLC | 91 | $16.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 88 | $15.5K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 88 | $15.5K | 0.00% | +13+17.3% | Added |
| Bogart Wealth, LLC | 86 | $15.1K | 0.00% | +38+79.2% | Added |
| Lodestone Wealth Management LLC | 83 | $14.6K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 76 | $13.4K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 74 | $13.0K | 0.01% | −38−33.9% | Reduced |
| Private Wealth Management Group, LLC | 73 | $12.8K | 0.00% | −3−3.9% | Reduced |
| Midwest Capital Advisors, LLC | 72 | $12.7K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 71 | $12.5K | 0.00% | +26+57.8% | Added |
| Medallion Wealth Advisors, LLC | 71 | $12.5K | 0.00% | −27−27.6% | Reduced |
| Avion Wealth | 72 | $12.0K | 0.00% | +10+16.1% | Added |
| Synergy Investment Management, LLC | 59 | $11.5K | 0.00% | +59 | New |
| Gill Capital Partners, LLC | 64 | $11.3K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 63 | $11.1K | 0.00% | +63 | New |
| Bokf, NA | 60 | $10.6K | 0.00% | +60 | New |
| Dynamic Wealth Strategies, LLC | 58 | $10.2K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 57 | $10.0K | 0.00% | +10+21.3% | Added |
| Cornerstone Planning Group LLC | 52 | $9.93K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 56 | $9.85K | 0.00% | +30+115.4% | Added |
| Center for Financial Planning, Inc. | 55 | $9.67K | 0.00% | −533−90.6% | Reduced |
| JFS Wealth Advisors, LLC | 53 | $9.32K | 0.00% | +5+10.4% | Added |
| Cromwell Holdings LLC | 52 | $9.14K | 0.00% | +24+85.7% | Added |
| Ogorek Anthony Joseph | 52 | $9.00K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 49 | $8.62K | 0.00% | +1+2.1% | Added |
| Ancora Advisors, LLC | 48 | $8.44K | 0.00% | −69−59.0% | Reduced |
| Strengthening Families & Communities, LLC | 47 | $8.26K | 0.00% | +27+135.0% | Added |
| Birchbrook, Inc. | 45 | $7.91K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 44 | $7.74K | 0.00% | +21+91.3% | Added |
| Holos Integrated Wealth LLC | 40 | $7.67K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 43 | $7.56K | 0.00% | +33+330.0% | Added |
| LifeSteps Financial, Inc. | 43 | $7.56K | 0.00% | +43 | New |
| Bell Investment Advisors, Inc | 41 | $7.21K | 0.00% | +4+10.8% | Added |
| Beacon Investment Advisory Services, Inc. | 40 | $7.03K | 0.00% | −58−59.2% | Reduced |
| Salem Investment Counselors Inc | 40 | $7.03K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 40 | $7.03K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 38 | $6.88K | 0.00% | +38 | New |
| Evermay Wealth Management LLC | 39 | $6.86K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 39 | $6.86K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 38 | $6.68K | 0.00% | +22+137.5% | Added |
| Banque Transatlantique SA | 52 | $6.63K | 0.00% | +2+4.0% | Added |
| Decker Retirement Planning Inc. | 37 | $6.51K | 0.00% | +37 | New |
| NBH Bank | 37 | $6.51K | 0.00% | +37 | New |
| Geneos Wealth Management Inc. | 36 | $6.33K | 0.00% | −25−41.0% | Reduced |
| Rialto Wealth Management, LLC | 35 | $6.16K | 0.00% | +17+94.4% | Added |
| Elequin Capital LP | 35 | $6.15K | 0.00% | +22+169.2% | Added |
| Signature Resources Capital Management, LLC | 32 | $5.63K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 30 | $5.28K | 0.00% | −3−9.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 27 | $4.75K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 27 | $4.75K | 0.00% | +2+8.0% | Added |
| Timbuktu Capital Management, LLC | 27 | $4.75K | 0.01% | +27 | New |
| Trust Co of Vermont | 26 | $4.57K | 0.00% | +26 | New |
| Toth Financial Advisory Corp | 25 | $4.40K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 25 | $4.40K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 25 | $4.40K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 25 | $4.40K | 0.00% | +12+92.3% | Added |
| First National Bank | 25 | $4.40K | 0.00% | +25 | New |
| Ares Financial Consulting, LLC | 24 | $4.22K | 0.00% | +10+71.4% | Added |
| Prestige Wealth Management Group LLC | 24 | $4.22K | 0.00% | +17+242.9% | Added |
| Retirement Wealth Solutions LLC | 23 | $4.04K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 23 | $4.04K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 22 | $3.87K | 0.00% | +19+633.3% | Added |
| Dunhill Financial, LLC | 20 | $3.54K | 0.00% | +1+5.3% | Added |
| Bay Harbor Wealth Management, LLC | 20 | $3.52K | 0.00% | +4+25.0% | Added |
| Principia Wealth Advisory, LLC | 19 | $3.34K | 0.00% | +1+5.6% | Added |
| Raffa Wealth Management, LLC | 19 | $3.34K | 0.00% | +5+35.7% | Added |
| City Holding Co | 18 | $3.16K | 0.00% | +18 | New |
| Key Financial Inc | 16 | $2.81K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 15 | $2.64K | 0.00% | −50−76.9% | Reduced |
| Smallwood Wealth Investment Management, LLC | 15 | $2.64K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 15 | $2.64K | 0.00% | +15 | New |
| Aventura Private Wealth, LLC | 15 | $2.64K | 0.00% | +15 | New |
| SHP Wealth Management | 15 | $2.64K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 14 | $2.46K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 13 | $2.29K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 13 | $2.29K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 13 | $2.29K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $2.29K | 0.00% | +1+8.3% | Added |
| Costello Asset Management, INC | 12 | $2.11K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 11 | $1.94K | 0.00% | −2−15.4% | Reduced |
| JNBA Financial Advisors | 11 | $1.94K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 11 | $1.94K | 0.00% | +1+10.0% | Added |
| Brown, Lisle/Cummings, Inc. | 11 | $1.93K | 0.00% | −2−15.4% | Reduced |
| Granite FO LLC | 11 | $1.93K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 11 | $1.93K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 11 | $1.93K | 0.00% | +11 | New |
| HFM Investment Advisors, LLC | 10 | $1.76K | 0.00% | +5+100.0% | Added |
| Fairscale Capital, LLC | 10 | $1.76K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 9 | $1.58K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 8 | $1.41K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 7 | $1.29K | 0.00% | −4−36.4% | Reduced |
| Whipplewood Advisors, LLC | 7 | $1.23K | 0.00% | −584−98.8% | Reduced |
| Spire Wealth Management | 7 | $1.23K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 7 | $1.23K | 0.00% | +7 | New |