| First PREMIER Bank | 555 | $150.0K | 0.04% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 554 | $150.1K | 0.04% | +86+18.4% | Added |
| MCF Advisors LLC | 557 | $150.9K | 0.01% | −86−13.4% | Reduced |
| Live Oak Investment Partners | – | $160.3K | 0.12% | – | – |
| Lipe & Dalton | 600 | $163.0K | 0.08% | 00.0% | Unchanged |
| Castleview Partners, LLC | 605 | $163.9K | 0.09% | +116+23.7% | Added |
| Dunhill Financial, LLC | 633 | $171.5K | 0.09% | +69+12.2% | Added |
| Providence Capital Advisors, LLC | 651 | $176.3K | 0.04% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 655 | $177.0K | 0.01% | −1,338−67.1% | Reduced |
| Bruce G. Allen Investments, LLC | 654 | $177.1K | 0.14% | +59+9.9% | Added |
| Dougherty Wealth Advisers LLC | 656 | $177.7K | 0.14% | −41−5.9% | Reduced |
| Rise Advisors, LLC | 660 | $178.8K | 0.09% | +3+0.5% | Added |
| United Community Bank | 669 | $181.2K | 0.07% | +111+19.9% | Added |
| Beaird Harris Wealth Management, LLC | 693 | $187.7K | 0.02% | −1−0.1% | Reduced |
| Arlington Trust Co LLC | 727 | $196.9K | 0.04% | 00.0% | Unchanged |
| Tobam | 730 | $198.0K | 0.04% | +196+36.7% | Added |
| Towerpoint Wealth, LLC | 741 | $200.8K | 0.10% | +741 | New |
| Southland Equity Partners LLC | 743 | $201.2K | 0.05% | +743 | New |
| DCM Advisors, LLC | 746 | $202.1K | 0.10% | +746 | New |
| Capital Planning LLC | 748 | $202.6K | 0.06% | +748 | New |
| First American Trust, FSB | 749 | $202.7K | 0.02% | +749 | New |
| Traynor Capital Management, Inc. | 749 | $202.7K | 0.02% | −178−19.2% | Reduced |
| Solidarilty Wealth, LLC | 749 | $202.9K | 0.05% | +749 | New |
| HFR Wealth Management, LLC | 750 | $203.1K | 0.05% | +750 | New |
| Brookmont Capital Management | 750 | $203.2K | 0.10% | +750 | New |
| Goldstone Financial Group, LLC | 751 | $203.3K | 0.04% | +751 | New |
| Wealth Architects, LLC | 751 | $203.4K | 0.02% | +751 | New |
| Lodestar Private Asset Management LLC | 753 | $203.9K | 0.03% | +753 | New |
| Clearwater Capital Advisors, LLC | 755 | $204.4K | 0.02% | +755 | New |
| Vista Capital Partners, Inc. | 755 | $204.5K | 0.02% | +755 | New |
| Kohmann Bosshard Financial Services, LLC | 755 | $204.5K | 0.03% | +755 | New |
| Northwest Financial Advisors | 756 | $204.8K | 0.16% | +756 | New |
| BlueChip Wealth Advisors LLC | 757 | $205.0K | 0.11% | +757 | New |
| Jacobs Levy Equity Management, Inc | 757 | $205.0K | 0.00% | +757 | New |
| Summit Asset Management, LLC | 757 | $205.0K | 0.04% | +757 | New |
| Warren Street Wealth Advisors, LLC | 759 | $205.6K | 0.09% | +759 | New |
| TPG Advisors LLC | 760 | $205.8K | 0.16% | +760 | New |
| Buckhead Capital Management LLC | 765 | $207.2K | 0.07% | +765 | New |
| Encompass More Asset Management | 766 | $207.5K | 0.08% | −154−16.7% | Reduced |
| Gateway Wealth Partners, LLC | 768 | $208.0K | 0.06% | +768 | New |
| D.B. Root & Company, LLC | 774 | $209.6K | 0.07% | +774 | New |
| Wealth Quarterback LLC | 777 | $210.4K | 0.11% | +777 | New |
| Maple Capital Management, Inc. | 778 | $210.7K | 0.02% | +778 | New |
| Bey-Douglas LLC | 778 | $210.7K | 0.18% | +778 | New |
| Synergy Financial Management, LLC | 782 | $211.8K | 0.03% | +782 | New |
| Madden Securities Corp | 783 | $212.1K | 0.09% | +783 | New |
| Stone House Investment Management, LLC | 784 | $212.3K | 0.04% | +4+0.5% | Added |
| Beirne Wealth Consulting Services, LLC | 784 | $212.3K | 0.07% | +784 | New |
| Renasant Bank | 784 | $212.3K | 0.14% | −149−16.0% | Reduced |
| Birch Hill Investment Advisors LLC | 786 | $212.9K | 0.01% | +786 | New |
| Narus Financial Partners, LLC | 788 | $213.4K | 0.08% | +788 | New |
| Greenspring Advisors, LLC | 790 | $214.0K | 0.05% | +790 | New |
| Archer Investment Corp | 792 | $214.6K | 0.06% | +16+2.1% | Added |
| Ewa, LLC | 794 | $214.8K | 0.08% | +794 | New |
| Affinity Capital Advisors, LLC | 794 | $215.1K | 0.04% | +794 | New |
| Alpha Financial Advisors, LLC | 795 | $215.2K | 0.10% | +795 | New |
| Excalibur Management Corp | 795 | $215.3K | 0.08% | +795 | New |
| 25 LLC | 796 | $215.6K | 0.09% | +796 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 796 | $215.6K | 0.06% | −109−12.0% | Reduced |
| SOA Wealth Advisors, LLC. | 797 | $215.8K | 0.04% | +1+0.1% | Added |
| Cornerstone Capital, Inc. | 797 | $215.9K | 0.02% | +797 | New |
| Gray Wealth Management Inc. | 797 | $215.9K | 0.09% | +797 | New |
| Bath Savings Trust Co | 799 | $216.4K | 0.02% | −300−27.3% | Reduced |
| Seed Wealth Management, Inc. | 799 | $216.4K | 0.17% | +799 | New |
| Blue Edge Capital, LLC | 800 | $216.7K | 0.03% | +800 | New |
| Petix & Botte Co | 800 | $216.7K | 0.06% | +800 | New |
| V2 Financial group LLC | 800 | $216.7K | 0.14% | +800 | New |
| Private Capital Management LLC | 800 | $216.7K | 0.04% | +800 | New |
| Sky Investment Group LLC | 801 | $217.0K | 0.04% | +801 | New |
| Wealth Management Partners, LLC | 801 | $217.0K | 0.10% | +801 | New |
| Westside Investment Management, Inc. | 803 | $217.1K | 0.05% | +2+0.2% | Added |
| Guerra Pan Advisors, LLC | 807 | $218.6K | 0.17% | +807 | New |
| VisionPoint Advisory Group, LLC | 808 | $218.8K | 0.07% | +53+7.0% | Added |
| Apexium Financial, LP | 808 | $218.9K | 0.01% | +808 | New |
| Community Bank of Raymore | 809 | $219.1K | 0.17% | +809 | New |
| Mainsail Asset Management, LLC | 810 | $219.4K | 0.16% | +810 | New |
| Tamar Securities, LLC | 810 | $219.4K | 0.03% | +810 | New |
| Liberty Wealth Management LLC | 813 | $220.0K | 0.04% | −18,499−95.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 817 | $221.3K | 0.03% | +817 | New |
| Destination Wealth Management | 819 | $221.7K | 0.01% | +819 | New |
| Revolve Wealth Partners, LLC | 819 | $221.8K | 0.03% | +819 | New |
| Keudell/Morrison Wealth Management | 820 | $222.1K | 0.06% | +820 | New |
| Fielder Capital Group LLC | 822 | $222.8K | 0.07% | +822 | New |
| Ashton Thomas Securities, LLC | 823 | $222.9K | 0.04% | +823 | New |
| White Pine Capital LLC | 824 | $223.2K | 0.08% | +824 | New |
| DiNuzzo Private Wealth, Inc. | 829 | $224.5K | 0.03% | +140+20.3% | Added |
| E Fund Management Co., Ltd. | 830 | $224.8K | 0.01% | +830 | New |
| Trilogy Capital Inc. | 830 | $224.8K | 0.01% | −109−11.6% | Reduced |
| Semus Wealth Partners LLC | 830 | $224.9K | 0.16% | +830 | New |
| Wiser Wealth Management, Inc | 831 | $225.2K | 0.06% | +831 | New |
| Bank of Nova Scotia Trust Co | 832 | $225.3K | 0.02% | −76−8.4% | Reduced |
| Central Valley Advisors, LLC | 832 | $225.4K | 0.13% | −100−10.7% | Reduced |
| Financial Insights, Inc. | 833 | $225.6K | 0.07% | +833 | New |
| Conservest Capital Advisors, Inc. | 888 | $226.1K | 0.02% | 00.0% | Unchanged |
| Enclave Advisors LLC | 836 | $226.3K | 0.04% | +836 | New |
| Range Financial Group LLC | 836 | $226.4K | 0.31% | −926−52.6% | Reduced |
| MainStreet Investment Advisors LLC | 840 | $227.5K | 0.03% | −600−41.7% | Reduced |
| Successful Portfolios LLC | 840 | $227.5K | 0.15% | +840 | New |
| Landaas & Co | 842 | $228.0K | 0.06% | +842 | New |
| WFA of San Diego, LLC | 846 | $229.1K | 0.19% | 00.0% | Unchanged |
