| City State Bank | 265 | $40.1K | 0.01% | +11+4.3% | Added |
| Kilter Group LLC | 265 | $40.1K | 0.01% | +12+4.7% | Added |
| LifeSteps Financial, Inc. | 265 | $40.1K | 0.02% | +265 | New |
| TSFG, LLC | 263 | $40.0K | 0.01% | +130+97.7% | Added |
| Wilkerson Advisory Group LLC | 253 | $38.3K | 0.01% | −47−15.7% | Reduced |
| Bullseye Investment Management, LLC | 250 | $37.9K | 0.02% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 250 | $37.9K | 0.03% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 242 | $36.7K | 0.01% | +99+69.2% | Added |
| PlanVest Financial, Inc | 241 | $36.5K | 0.02% | 00.0% | Unchanged |
| WealthCollab, LLC | 234 | $35.5K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 234 | $35.4K | 0.01% | +234 | New |
| DiNuzzo Private Wealth, Inc. | 233 | $35.3K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 233 | $35.3K | 0.01% | +7+3.1% | Added |
| Sunrise Financial Services, LLC | 231 | $35.0K | 0.02% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 228 | $34.5K | 0.01% | −227−49.9% | Reduced |
| Torren Management, LLC | 227 | $34.3K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 224 | $33.9K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 219 | $33.2K | 0.00% | +52+31.1% | Added |
| TD Capital Management LLC | 216 | $32.7K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 213 | $32.3K | 0.01% | +69+47.9% | Added |
| Copeland Capital Management, LLC | 211 | $32.0K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 210 | $31.8K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 209 | $31.7K | 0.01% | −157−42.9% | Reduced |
| Peoples Financial Services Corp. | 200 | $30.3K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 200 | $30.3K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 200 | $30.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 201 | $30.0K | 0.02% | −4−2.0% | Reduced |
| Cornerstone Financial Management LLC | 196 | $29.7K | 0.02% | +41+26.5% | Added |
| Atlas Capital Advisors LLC | 195 | $29.5K | 0.00% | +27+16.1% | Added |
| Kerr Financial Planning Corp | 194 | $29.4K | 0.03% | 00.0% | Unchanged |
| Atomic Invest LLC | 188 | $28.5K | 0.00% | −52−21.7% | Reduced |
| Downshift Financial, LLC | 188 | $28.5K | 0.01% | +188 | New |
| Lloyd Advisory Services, LLC. | 186 | $28.2K | 0.01% | +79+73.8% | Added |
| Cetera Trust Company, N.A | 177 | $26.8K | 0.01% | 00.0% | Unchanged |
| Credit Industriel Et Commercial | 169 | $25.6K | 0.00% | −29−14.6% | Reduced |
| Entrust Financial LLC | 167 | $25.3K | 0.02% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 163 | $24.7K | 0.02% | −13−7.4% | Reduced |
| Kentucky Trust Co | 162 | $24.5K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 130 | $24.5K | 0.01% | +130 | New |
| Caldwell Sutter Capital, Inc. | 158 | $23.9K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 155 | $23.5K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 154 | $23.3K | 0.01% | −131−46.0% | Reduced |
| Walsh & Associates, LLC | 154 | $23.3K | 0.02% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 150 | $22.7K | 0.01% | 00.0% | Unchanged |
| RHL Group, LLC | 147 | $22.3K | 0.02% | +147 | New |
| Ameriflex Group, Inc. | 145 | $22.0K | 0.01% | +64+79.0% | Added |
| Markowski Investments | 143 | $21.7K | 0.00% | +143 | New |
| Marshall Investment Management, LLC | 135 | $20.5K | 0.01% | +135 | New |
| Bernard Wealth Management Corp. | 135 | $20.4K | 0.01% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 133 | $20.3K | 0.01% | +133 | New |
| Strategic Wealth Advisors LLC | 133 | $20.0K | 0.02% | 00.0% | Unchanged |
| Bollard Group LLC | 133 | $20.0K | 0.00% | +133 | New |
| 1 North Wealth Services LLC | 132 | $20.0K | 0.01% | +56+73.7% | Added |
| Principia Wealth Advisory, LLC | 129 | $19.5K | 0.01% | +20+18.3% | Added |
| Key Capital Management, INC | 122 | $18.5K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 121 | $18.3K | 0.01% | +60+98.4% | Added |
| Merrithew & Thorsten Inc | 124 | $18.0K | 0.02% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 117 | $17.7K | 0.01% | −86−42.4% | Reduced |
| Anchor Bay Capital, Inc. | 111 | $17.6K | 0.01% | +111 | New |
| Gold Investment Management Ltd. | 113 | $17.1K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 115 | $17.0K | 0.01% | +15+15.0% | Added |
| Smallwood Wealth Investment Management, LLC | 110 | $16.7K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 109 | $16.5K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 108 | $16.3K | 0.00% | +1+0.9% | Added |
| Rakuten Securities, Inc. | 106 | $16.1K | 0.00% | −35−24.8% | Reduced |
| Sherman Asset Management, Inc. | 106 | $16.1K | 0.01% | +8+8.2% | Added |
| Fairway Wealth LLC | 106 | $16.1K | 0.00% | +106 | New |
| Sittner & Nelson, LLC | 105 | $15.9K | 0.01% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 105 | $15.9K | 0.01% | +22+26.5% | Added |
| Gill Capital Partners, LLC | 103 | $15.6K | 0.00% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 102 | $15.5K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 99 | $15.0K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 97 | $14.7K | 0.01% | +97 | New |
| Contravisory Investment Management, Inc. | 94 | $14.2K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 93 | $14.1K | 0.01% | −70−42.9% | Reduced |
| Penserra Capital Management LLC | 93 | $14.0K | 0.00% | 00.0% | Unchanged |
| Hyposwiss Advisors SA | 90 | $13.6K | 0.01% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 90 | $13.6K | 0.00% | +90 | New |
| Triumph Capital Management | 89 | $13.5K | 0.00% | −6−6.3% | Reduced |
| NorthAvenue LLC | 87 | $13.2K | 0.01% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 86 | $13.0K | 0.01% | 00.0% | Unchanged |
| Imprint Wealth LLC | 85 | $12.9K | 0.05% | +8+10.4% | Added |
| Barrett & Company, Inc. | 82 | $12.4K | 0.00% | −9−9.9% | Reduced |
| Friedenthal Financial | 81 | $12.3K | 0.01% | 00.0% | Unchanged |
| Planning Strategies Inc. | 81 | $12.3K | 0.01% | +81 | New |
| RMG Wealth Management LLC | 77 | $11.8K | 0.00% | −27−26.0% | Reduced |
| JNBA Financial Advisors | 76 | $11.5K | 0.00% | +44+137.5% | Added |
| West Branch Capital LLC | 73 | $11.1K | 0.00% | 00.0% | Unchanged |
| Access Investment Management LLC | 73 | $11.1K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 73 | $11.0K | 0.00% | +10+15.9% | Added |
| Wolff Wiese Magana LLC | 72 | $10.9K | 0.01% | +7+10.8% | Added |
| Rexford Capital Inc | 72 | $10.9K | 0.01% | +7+10.8% | Added |
| CBIZ Investment Advisory Services, LLC | 67 | $10.7K | 0.00% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 70 | $10.6K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 68 | $10.5K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 67 | $10.2K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 67 | $10.2K | 0.00% | +50+294.1% | Added |
| Carolina Wealth Advisors, LLC | 66 | $10.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 65 | $9.85K | 0.00% | +60+1,200.0% | Added |
| Clark Wealth Partners | 64 | $9.70K | 0.01% | +8+14.3% | Added |