| City State Bank | 30 | $8.09K | 0.00% | 00.0% | Unchanged |
| Brooklyn FI, LLC | 27 | $7.83K | 0.00% | +27 | New |
| Triumph Capital Management | 29 | $7.82K | 0.00% | −3−9.4% | Reduced |
| Godfrey Financial Associates, Inc. | 28 | $7.55K | 0.01% | −2−6.7% | Reduced |
| Dogwood Wealth Management LLC | 28 | $7.55K | 0.00% | +4+16.7% | Added |
| LifeSteps Financial, Inc. | 28 | $7.55K | 0.00% | +28 | New |
| Continuum Advisory, LLC | 28 | $7.55K | 0.00% | +28 | New |
| Community Financial Services Group, LLC | 28 | $7.39K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 27 | $7.28K | 0.00% | +2+8.0% | Added |
| Trust Co of Toledo NA | 26 | $7.01K | 0.00% | −6−18.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 26 | $7.01K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 26 | $7.01K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 26 | $7.01K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 26 | $7.01K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 26 | $7.01K | 0.00% | +7+36.8% | Added |
| CKW Financial Group | 28 | $7.00K | 0.00% | +3+12.0% | Added |
| Costello Asset Management, INC | 25 | $6.74K | 0.00% | −1−3.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 25 | $6.74K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 25 | $6.74K | 0.00% | +6+31.6% | Added |
| Whipplewood Advisors, LLC | 24 | $6.47K | 0.00% | −76−76.0% | Reduced |
| S&T Bank | 24 | $6.47K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 23 | $6.20K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 23 | $6.20K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 23 | $6.20K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 22 | $6.00K | 0.00% | +2+10.0% | Added |
| Vermillion Wealth Management, Inc. | 22 | $5.97K | 0.00% | −40−64.5% | Reduced |
| Ameriflex Group, Inc. | 22 | $5.93K | 0.00% | +19+633.3% | Added |
| Johnson Financial Group, Inc. | 22 | $5.93K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 22 | $5.93K | 0.00% | −31−58.5% | Reduced |
| Stone House Investment Management, LLC | 22 | $5.93K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 22 | $5.93K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 22 | $5.93K | 0.00% | +5+29.4% | Added |
| Webster Bank, N. A. | 22 | $5.93K | 0.00% | +22 | New |
| Brown, Lisle/Cummings, Inc. | 21 | $5.78K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 20 | $5.43K | 0.01% | −11−35.5% | Reduced |
| HighMark Wealth Management LLC | 20 | $5.40K | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 20 | $5.39K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 20 | $5.39K | 0.00% | +3+17.6% | Added |
| Bartlett & Co. Wealth Management LLC | 20 | $5.39K | 0.00% | +7+53.8% | Added |
| New England Capital Financial Advisors LLC | 19 | $5.20K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 19 | $5.12K | 0.00% | −66−77.6% | Reduced |
| Aspect Partners, LLC | 19 | $5.12K | 0.00% | −9−32.1% | Reduced |
| Arlington Trust Co LLC | 19 | $5.12K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $5.12K | 0.00% | +5+35.7% | Added |
| Provenance Wealth Advisors, LLC | 19 | $5.12K | 0.00% | +5+35.7% | Added |
| TSFG, LLC | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 18 | $4.85K | 0.00% | −20−52.6% | Reduced |
| Strategic Investment Solutions, Inc. | 18 | $4.85K | 0.00% | −12−40.0% | Reduced |
| SOA Wealth Advisors, LLC. | 18 | $4.85K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 18 | $4.85K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 18 | $4.85K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 18 | $4.85K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 17 | $4.83K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 17 | $4.58K | 0.00% | −94−84.7% | Reduced |
| Creative Capital Management Investments LLC | 17 | $4.58K | 0.00% | +17 | New |
| CBIZ Investment Advisory Services, LLC | 18 | $4.50K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 16 | $4.33K | 0.00% | −14−46.7% | Reduced |
| Twin Tree Management, LP | 16 | $4.31K | 0.00% | −1,014−98.4% | Reduced |
| Atwood & Palmer Inc | 16 | $4.31K | 0.00% | −3−15.8% | Reduced |
| Richardson Capital Management LLC | 16 | $4.31K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 16 | $4.31K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 15 | $4.04K | 0.00% | −175−92.1% | Reduced |
| Principia Wealth Advisory, LLC | 15 | $4.04K | 0.00% | +2+15.4% | Added |
| Bollard Group LLC | 15 | $4.00K | 0.00% | −5−25.0% | Reduced |
| Navigoe, LLC | 17 | $4.00K | 0.00% | +4+30.8% | Added |
| Tounjian Advisory Partners, LLC | 15 | $3.96K | 0.00% | +15 | New |
| Abound Wealth Management | 15 | $3.91K | 0.00% | −11−42.3% | Reduced |
| DHJJ Financial Advisors, Ltd. | 14 | $3.83K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 14 | $3.77K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 13 | $3.50K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 13 | $3.50K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 12 | $3.24K | 0.00% | +6+100.0% | Added |
| Osbon Capital Management LLC | 12 | $3.23K | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 12 | $3.23K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 11 | $2.97K | 0.00% | −31−73.8% | Reduced |
| 3 Factor Indexing, LLC | 11 | $2.97K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 11 | $2.97K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 11 | $2.97K | 0.00% | +2+22.2% | Added |
| Montgomery Financial Services LLC | 11 | $2.97K | 0.00% | +11 | New |
| Robinswood Financial LLC | 11 | $2.96K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 11 | $2.90K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 10 | $2.70K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 10 | $2.70K | 0.00% | 00.0% | Unchanged |
| Pier Capital, LLC | 10 | $2.70K | 0.00% | +10 | New |
| Adirondack Trust Co | 10 | $2.69K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 10 | $2.62K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 9 | $2.46K | 0.00% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 9 | $2.43K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 9 | $2.43K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 9 | $2.43K | 0.00% | −200−95.7% | Reduced |
| Advocate Investing Services LLC | 9 | $2.43K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 9 | $2.43K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 9 | $2.43K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 9 | $2.43K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 8 | $2.36K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 8 | $2.16K | 0.00% | −2−20.0% | Reduced |
| Boyd Watterson Asset Management LLC | 8 | $2.16K | 0.00% | −1−11.1% | Reduced |
| ZRC Wealth Management, LLC | 8 | $2.16K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 8 | $2.16K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 8 | $2.16K | 0.00% | 00.0% | Unchanged |