| Bank & Trust Co | 550 | $43.4K | 0.03% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 548 | $43.3K | 0.01% | −197−26.4% | Reduced |
| Reflection Asset Management | 546 | $43.1K | 0.03% | +546 | New |
| Harbor Investment Advisory, LLC | 541 | $42.7K | 0.00% | −253−31.9% | Reduced |
| Key Financial Inc | 541 | $42.7K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 531 | $41.9K | 0.04% | +2+0.4% | Added |
| JFS Wealth Advisors, LLC | 507 | $40.0K | 0.00% | +21+4.3% | Added |
| LMR Partners LLP | 506 | $39.9K | 0.00% | +506 | New |
| First Financial Corp | 500 | $39.5K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 500 | $39.5K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 500 | $39.5K | 0.01% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 500 | $39.5K | 0.00% | +500 | New |
| Pinnacle Bancorp, Inc. | 483 | $38.1K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 474 | $37.4K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 474 | $37.4K | 0.01% | +7+1.5% | Added |
| Ares Financial Consulting, LLC | 473 | $37.3K | 0.04% | +473 | New |
| Avion Wealth | 470 | $37.0K | 0.01% | +34+7.8% | Added |
| Centerpoint Advisors, LLC | 464 | $37.0K | 0.01% | +323+229.1% | Added |
| MTM Investment Management, LLC | 464 | $36.6K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 462 | $36.5K | 0.03% | +24+5.5% | Added |
| Rossby Financial, LCC | 462 | $36.5K | 0.01% | +105+29.4% | Added |
| Truvestments Capital LLC | 457 | $36.1K | 0.01% | 00.0% | Unchanged |
| Vision Retirement, LLC | 450 | $35.6K | 0.01% | +450 | New |
| Citizens National Bank Trust Department | 450 | $35.5K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 450 | $35.5K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 450 | $35.5K | 0.01% | +25+5.9% | Added |
| Kohmann Bosshard Financial Services, LLC | 446 | $35.2K | 0.00% | +446 | New |
| GW&K Investment Management, LLC | 445 | $35.0K | 0.00% | −26−5.5% | Reduced |
| UMA Financial Services, Inc. | 435 | $34.3K | 0.00% | −221−33.7% | Reduced |
| Coastline Trust Co | 430 | $33.9K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 424 | $33.5K | 0.01% | −1−0.2% | Reduced |
| Flagship Wealth Advisors, LLC | 421 | $33.2K | 0.01% | −122−22.5% | Reduced |
| Acumen Wealth Advisors, LLC | 420 | $33.2K | 0.01% | +420 | New |
| Covestor Ltd | 404 | $32.0K | 0.02% | −62−13.3% | Reduced |
| Albion Financial Group | 400 | $31.6K | 0.00% | +400 | New |
| Retirement Wealth Solutions LLC | 399 | $31.5K | 0.02% | −1−0.3% | Reduced |
| Y.D. More Investments Ltd | 399 | $31.5K | 0.00% | −52−11.5% | Reduced |
| Prosperity Bancshares Inc | 389 | $30.7K | 0.03% | +389 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 388 | $30.6K | 0.02% | +388 | New |
| Wellington-Altus USA Inc. | 383 | $30.2K | 0.02% | +383 | New |
| Garton & Associates Financial Advisors LLC | 378 | $29.8K | 0.02% | +378 | New |
| Transamerica Financial Advisors, Inc. | 376 | $29.7K | 0.00% | +69+22.5% | Added |
| Sound Income Strategies, LLC | 383 | $29.4K | 0.00% | +142+58.9% | Added |
| PFS Partners, LLC | 367 | $28.9K | 0.01% | +2+0.5% | Added |
| New England Capital Financial Advisors LLC | 363 | $28.6K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 360 | $28.5K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 356 | $28.1K | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 351 | $27.7K | 0.01% | +103+41.5% | Added |
| Paladin Partners, LLC | 350 | $27.6K | 0.02% | +350 | New |
| Ogorek Anthony Joseph | 351 | $27.0K | 0.01% | −129−26.9% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 342 | $27.0K | 0.04% | +29+9.3% | Added |
| Concord Wealth Partners | 334 | $26.4K | 0.00% | +1+0.3% | Added |
| Bell Investment Advisors, Inc | 332 | $26.2K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 330 | $26.1K | 0.01% | −3−0.9% | Reduced |
| TSFG, LLC | 312 | $25.0K | 0.00% | 00.0% | Unchanged |
| Ball & Co Wealth Management Inc. | 316 | $25.0K | 0.02% | +2+0.6% | Added |
| Mascoma Wealth Management LLC | 315 | $24.9K | 0.01% | +15+5.0% | Added |
| Activest Wealth Management | 315 | $24.9K | 0.00% | +212+205.8% | Added |
| Private Wealth Asset Management, LLC | 306 | $24.2K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 300 | $23.7K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 300 | $23.7K | 0.01% | 00.0% | Unchanged |
| Garner Asset Management Corp | 300 | $23.7K | 0.01% | +300 | New |
| McMillan Office, Inc. | 300 | $23.7K | 0.00% | +300 | New |
| Pacific Center for Financial Services | 286 | $23.6K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 298 | $23.5K | 0.01% | −53−15.1% | Reduced |
| Kemnay Advisory Services Inc. | 295 | $23.3K | 0.00% | +295 | New |
| 1620 Investment Advisors, Inc. | 292 | $23.1K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 271 | $22.0K | 0.01% | +211+351.7% | Added |
| Wiser Advisor Group LLC | 274 | $21.6K | 0.02% | +2+0.7% | Added |
| Twin Tree Management, LP | 271 | $21.4K | 0.00% | +271 | New |
| Hughes Financial Services, LLC | 264 | $20.8K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 262 | $20.7K | 0.00% | +262 | New |
| Addison Advisors LLC | 258 | $20.4K | 0.00% | −62−19.4% | Reduced |
| Swiss Re Ltd | 254 | $20.1K | 0.00% | +254 | New |
| Centennial Bank | 250 | $19.7K | 0.01% | −83−24.9% | Reduced |
| Financial Freedom, LLC | 248 | $19.6K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 242 | $19.1K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 242 | $19.1K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 241 | $19.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 241 | $19.0K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 239 | $18.9K | 0.02% | −40−14.3% | Reduced |
| Optima Capital LLC | 237 | $18.7K | 0.01% | +237 | New |
| Evelyn Partners Asset Management Ltd | 236 | $18.6K | 0.00% | +138+140.8% | Added |
| Old Point Trust & Financial Services N A | 235 | $18.6K | 0.01% | +125+113.6% | Added |
| Valued Wealth Advisors LLC | 233 | $18.4K | 0.01% | +33+16.5% | Added |
| First Command Advisory Services, Inc. | 228 | $18.0K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 225 | $17.8K | 0.00% | −50−18.2% | Reduced |
| Fourth Dimension Wealth, LLC | 225 | $17.8K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 224 | $17.7K | 0.00% | +224 | New |
| Wealth Enhancement Trust Services, Inc. | 219 | $17.3K | 0.00% | +219 | New |
| Basepoint Wealth LLC | 217 | $17.1K | 0.01% | +217 | New |
| Coston, McIsaac & Partners | 220 | $17.0K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 215 | $17.0K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 215 | $17.0K | 0.01% | +215 | New |
| JNBA Financial Advisors | 212 | $16.7K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 203 | $16.0K | 0.00% | −33−14.0% | Reduced |
| Frazier Financial Advisors, LLC | 203 | $16.0K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 200 | $15.8K | 0.00% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 200 | $15.8K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 199 | $15.7K | 0.01% | 00.0% | Unchanged |
