| Moisand Fitzgerald Tamayo, LLC | 29 | $2.57K | 0.00% | +2+7.4% | Added |
| Teachers Insurance & Annuity Association of America | 30 | $2.66K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 30 | $2.66K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 31 | $2.75K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 31 | $2.75K | 0.00% | +16+106.7% | Added |
| Hilton Head Capital Partners, LLC | 32 | $2.83K | 0.00% | −3−8.6% | Reduced |
| Gill Capital Partners, LLC | 32 | $2.83K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 32 | $2.83K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 32 | $2.83K | 0.00% | +1+3.2% | Added |
| Tounjian Advisory Partners, LLC | 33 | $2.93K | 0.00% | +33 | New |
| First PREMIER Bank | 37 | $3.00K | 0.00% | −132−78.1% | Reduced |
| Ulland Investment Advisors, LLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 34 | $3.01K | 0.00% | −8−19.0% | Reduced |
| Bruce G. Allen Investments, LLC | 34 | $3.01K | 0.00% | −4−10.5% | Reduced |
| Downshift Financial, LLC | 34 | $3.01K | 0.00% | +34 | New |
| Bank & Trust Co | 35 | $3.10K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 36 | $3.19K | 0.00% | +36 | New |
| CBIZ Investment Advisory Services, LLC | 43 | $3.27K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 37 | $3.28K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 38 | $3.37K | 0.00% | −1−2.6% | Reduced |
| Stone House Investment Management, LLC | 38 | $3.37K | 0.00% | +6+18.8% | Added |
| Silicon Valley Capital Partners | 39 | $3.46K | 0.00% | −12−23.5% | Reduced |
| Entrust Financial LLC | 40 | $3.54K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 41 | $3.63K | 0.00% | −1−2.4% | Reduced |
| CDKV Holdings LLC | 41 | $3.63K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 41 | $3.63K | 0.00% | +5+13.9% | Added |
| Cornerstone Planning Group LLC | 60 | $3.64K | 0.00% | +25+71.4% | Added |
| First Pacific Financial | 42 | $3.73K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 44 | $3.90K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 44 | $3.90K | 0.00% | +12+37.5% | Added |
| Beaird Harris Wealth Management, LLC | 44 | $3.90K | 0.00% | +29+193.3% | Added |
| Horizon Financial Services, LLC | 45 | $3.99K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 45 | $3.99K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 46 | $4.08K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 46 | $4.08K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 47 | $4.16K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 47 | $4.16K | 0.00% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 47 | $4.16K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 47 | $4.17K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 48 | $4.25K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 48 | $4.26K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 49 | $4.34K | 0.00% | −500−91.1% | Reduced |
| Center for Financial Planning, Inc. | 49 | $4.34K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 49 | $4.34K | 0.00% | +14+40.0% | Added |
| General Partner, Inc. | 50 | $4.43K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 50 | $4.43K | 0.00% | 00.0% | Unchanged |
| Security National Bank of So Dak | 50 | $4.43K | 0.00% | +50 | New |
| Providence Capital Advisors, LLC | 50 | $4.43K | 0.00% | +50 | New |
| Fourth Dimension Wealth, LLC | 50 | $4.43K | 0.00% | +50 | New |
| Outlook Capital Management, LLC | 50 | $4.43K | 0.00% | +50 | New |
| Midwest Capital Advisors, LLC | 51 | $4.52K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 51 | $4.52K | 0.00% | +8+18.6% | Added |
| Sfam, LLC | 52 | $4.61K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 52 | $4.61K | 0.00% | +52 | New |
| New England Capital Financial Advisors LLC | 52 | $4.61K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 56 | $4.96K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 56 | $4.96K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 111 | $5.00K | 0.00% | +83+296.4% | Added |
| Sachetta, LLC | 58 | $5.14K | 0.00% | −5−7.9% | Reduced |
| Basepoint Wealth LLC | 58 | $5.15K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 60 | $5.32K | 0.00% | −50−45.5% | Reduced |
| Hager Investment Management Services, LLC | 62 | $5.49K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 62 | $5.50K | 0.00% | +56+933.3% | Added |
| CNB Bank | 63 | $5.58K | 0.00% | −32−33.7% | Reduced |
| Hollencrest Capital Management | 63 | $5.58K | 0.00% | −12−16.0% | Reduced |
| Wilkerson Advisory Group LLC | 63 | $5.58K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 63 | $5.59K | 0.03% | +63 | New |
| Sarver Vrooman Wealth Advisors | 68 | $5.79K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 66 | $5.85K | 0.00% | −39−37.1% | Reduced |
| Provenance Wealth Advisors, LLC | 67 | $5.94K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 67 | $5.94K | 0.00% | +67 | New |
| Banque Cantonale Vaudoise | 67 | $6.00K | 0.00% | −74−52.5% | Reduced |
| First Community Trust NA | 68 | $6.03K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 70 | $6.20K | 0.00% | −12−14.6% | Reduced |
| Cranbrook Wealth Management, LLC | 72 | $6.38K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 73 | $6.47K | 0.00% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 76 | $6.73K | 0.01% | +76 | New |
| Raelipskie Partnership | 77 | $6.82K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 78 | $6.91K | 0.00% | 00.0% | Unchanged |
| J. Stern & Co. LLP | 78 | $6.91K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 79 | $7.00K | 0.00% | +79 | New |
| MV Capital Management, Inc. | 81 | $7.18K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 81 | $7.18K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 83 | $7.35K | 0.00% | −15−15.3% | Reduced |
| Solstein Capital, LLC | 88 | $7.80K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 88 | $7.80K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 88 | $7.81K | 0.00% | +88 | New |
| Salomon & Ludwin, LLC | 95 | $7.88K | 0.00% | −5−5.0% | Reduced |
| Paradigm Asset Management Co LLC | 89 | $7.88K | 0.00% | −1,250−93.4% | Reduced |
| Valued Wealth Advisors LLC | 89 | $7.90K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 89 | $7.90K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 92 | $7.98K | 0.00% | +92 | New |
| Bradley & Co. Private Wealth Management, LLC | 91 | $8.06K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 91 | $8.06K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 92 | $8.15K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 93 | $8.24K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 96 | $8.51K | 0.00% | −73−43.2% | Reduced |
| Deseret Mutual Benefit Administrators | 97 | $8.59K | 0.00% | −232−70.5% | Reduced |
| First National Bank | 98 | $8.68K | 0.00% | +98 | New |
| Central Pacific Bank - Trust Division | 100 | $8.86K | 0.00% | 00.0% | Unchanged |