| City State Bank | 35 | $20.3K | 0.01% | −300−89.6% | Reduced |
| Hager Investment Management Services, LLC | 35 | $20.3K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 35 | $20.3K | 0.01% | +2+6.1% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 35 | $20.3K | 0.02% | +35 | New |
| Merited Wealth, LLC | 35 | $20.3K | 0.02% | +35 | New |
| Battery Global Advisors, LLC | 35 | $20.4K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 35 | $20.5K | 0.02% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 36 | $20.9K | 0.01% | −134−78.8% | Reduced |
| Missouri Trust & Investment Co | 36 | $20.9K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 36 | $20.9K | 0.02% | +10+38.5% | Added |
| Imprint Wealth LLC | 36 | $20.9K | 0.10% | +20+125.0% | Added |
| Cedar Wealth Management, LLC | 37 | $21.4K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 38 | $22.0K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 38 | $22.0K | 0.01% | +2+5.6% | Added |
| Maseco LLP | 38 | $22.0K | 0.00% | +38 | New |
| TD Capital Management LLC | 38 | $22.0K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 39 | $22.6K | 0.02% | +39 | New |
| Ulland Investment Advisors, LLC | 40 | $23.0K | 0.02% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 40 | $23.2K | 0.07% | −10−20.0% | Reduced |
| Centennial Bank | 40 | $23.2K | 0.01% | −5−11.1% | Reduced |
| PMV Capital Advisers, LLC | 40 | $23.2K | 0.04% | +40 | New |
| Winch Advisory Services, LLC | 40 | $23.3K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 41 | $23.8K | 0.02% | +24+141.2% | Added |
| Godfrey Financial Associates, Inc. | 41 | $23.8K | 0.02% | +41 | New |
| Tradewinds Capital Management, LLC | 42 | $24.4K | 0.01% | −5−10.6% | Reduced |
| True Wealth Design, LLC | 43 | $24.6K | 0.01% | +1+2.4% | Added |
| Robinswood Financial LLC | 43 | $24.9K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 45 | $26.1K | 0.01% | 00.0% | Unchanged |
| Knott David M Jr | 45 | $26.1K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 45 | $26.3K | 0.01% | +45 | New |
| High Note Wealth, LLC | 46 | $26.7K | 0.01% | +29+170.6% | Added |
| ORG Wealth Partners, LLC | 47 | $27.2K | 0.01% | 00.0% | Unchanged |
| Swiss Re Ltd | 48 | $27.8K | 0.00% | +48 | New |
| Cedar Mountain Advisors, LLC | 48 | $27.9K | 0.01% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 48 | $28.0K | 0.00% | −34−41.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 50 | $29.0K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 50 | $29.0K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 50 | $29.0K | 0.01% | +50 | New |
| Beacon Financial Strategies CORP | 50 | $29.0K | 0.02% | +50 | New |
| Birchwood Financial Partners, Inc. | 50 | $29.0K | 0.03% | +50 | New |
| Walsh & Associates, LLC | 50 | $29.0K | 0.03% | +50 | New |
| Clark Wealth Partners | 51 | $29.6K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 52 | $30.1K | 0.02% | +7+15.6% | Added |
| DiNuzzo Private Wealth, Inc. | 53 | $30.7K | 0.00% | −23−30.3% | Reduced |
| Sherman Asset Management, Inc. | 53 | $30.7K | 0.03% | 00.0% | Unchanged |
| New Millennium Group LLC | 53 | $30.7K | 0.01% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 53 | $30.7K | 0.01% | +41+341.7% | Added |
| Raffa Wealth Management, LLC | 54 | $31.3K | 0.00% | +2+3.8% | Added |
| Pillar Financial Advisors, LLC | 55 | $31.9K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 56 | $32.7K | 0.01% | −37−39.8% | Reduced |
| Financial Connections Group, Inc. | 58 | $33.0K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 59 | $33.7K | 0.03% | 00.0% | Unchanged |
| Navigoe, LLC | 60 | $34.0K | 0.02% | −3−4.8% | Reduced |
| Atomic Invest LLC | 58 | $34.1K | 0.02% | +58 | New |
| Bank & Trust Co | 59 | $34.2K | 0.02% | 00.0% | Unchanged |
| Kilter Group LLC | 61 | $35.3K | 0.02% | +16+35.6% | Added |
| South State Corp. | 62 | $35.9K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 63 | $36.5K | 0.00% | −100−61.3% | Reduced |
| Delta Asset Management LLC | 65 | $37.7K | 0.00% | −12−15.6% | Reduced |
| Pingora Partners LLC | 65 | $37.7K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 67 | $38.8K | 0.01% | −105−61.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 68 | $39.4K | 0.01% | +45+195.7% | Added |
| Essential Partners LLC | 68 | $39.4K | 0.01% | +4+6.3% | Added |
| Wellington-Altus USA Inc. | 68 | $39.4K | 0.03% | +68 | New |
| Joseph Group Capital Management | 68 | $39.4K | 0.01% | +68 | New |
| Highline Wealth Partners LLC | 68 | $39.5K | 0.01% | +9+15.3% | Added |
| VSM Wealth Advisory, LLC | 70 | $40.6K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 70 | $40.6K | 0.01% | +4+6.1% | Added |
| Kerr Financial Planning Corp | 75 | $41.5K | 0.06% | −4−5.1% | Reduced |
| Laurel Wealth Advisors LLC | 72 | $41.7K | 0.01% | +72 | New |
| Sankala Group LLC | 82 | $42.7K | 0.03% | +82 | New |
| Vestor Capital, LLC | 27 | $43.0K | 0.00% | +27 | New |
| Raleigh Capital Management Inc. | 74 | $43.1K | 0.02% | −3−3.9% | Reduced |
| DHJJ Financial Advisors, Ltd. | 76 | $44.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 78 | $45.0K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 78 | $45.2K | 0.02% | +1+1.3% | Added |
| HighMark Wealth Management LLC | 79 | $45.6K | 0.02% | +4+5.3% | Added |
| Phillip James Consulting Co. | 75 | $46.0K | 0.81% | +75 | New |
| Meeder Asset Management Inc | 80 | $46.4K | 0.00% | −2−2.4% | Reduced |
| Adirondack Trust Co | 81 | $46.9K | 0.02% | +16+24.6% | Added |
| Howard Hughes Medical Institute | 81 | $46.9K | 0.03% | −1−1.2% | Reduced |
| Concord Wealth Partners | 81 | $46.9K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 82 | $47.5K | 0.03% | −25−23.4% | Reduced |
| Wilkerson Advisory Group LLC | 82 | $47.6K | 0.02% | +82 | New |
| Caldwell Sutter Capital, Inc. | 83 | $48.1K | 0.02% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 83 | $48.1K | 0.02% | +40+93.0% | Added |
| High Point Wealth Management, LLC | 84 | $48.9K | 0.05% | +84 | New |
| Coston, McIsaac & Partners | 85 | $49.0K | 0.01% | −7−7.6% | Reduced |
| Harbor Asset Planning, Inc. | 85 | $49.3K | 0.04% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 93 | $50.5K | 0.02% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 88 | $51.0K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 88 | $51.0K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 91 | $52.9K | 0.01% | −4−4.2% | Reduced |
| Dunhill Financial, LLC | 772 | $53.2K | 0.01% | +673+679.8% | Added |
| MTM Investment Management, LLC | 92 | $53.3K | 0.02% | −88−48.9% | Reduced |
| XY Capital Ltd | 92 | $53.3K | 0.05% | +92 | New |
| TSFG, LLC | 93 | $54.0K | 0.01% | −7−7.0% | Reduced |
| Ares Financial Consulting, LLC | 95 | $55.0K | 0.05% | +95 | New |
| Proffitt & Goodson Inc | 97 | $56.2K | 0.01% | −8−7.6% | Reduced |
| Basepoint Wealth LLC | 98 | $57.2K | 0.03% | +98 | New |
