| Richardson Financial Services Inc. | 61 | $1.27K | 0.00% | +61 | New |
| Coppell Advisory Solutions LLC | 60 | $1.25K | 0.00% | +28+87.5% | Added |
| Hollencrest Capital Management | 59 | $1.23K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 58 | $1.21K | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 58 | $1.21K | 0.00% | +58 | New |
| Creative Financial Designs Inc | 54 | $1.12K | 0.00% | +8+17.4% | Added |
| Brown, Lisle/Cummings, Inc. | 52 | $1.08K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 52 | $1.08K | 0.00% | +52 | New |
| Carmichael Hill & Associates, Inc. | 51 | $1.06K | 0.00% | −48−48.5% | Reduced |
| Cordant, Inc. | 51 | $1.06K | 0.00% | +45+750.0% | Added |
| POM Investment Strategies, LLC | 51 | $1.06K | 0.00% | +51 | New |
| Livelsberger Financial Advisory | 50 | $1.04K | 0.00% | +50 | New |
| McGlone Suttner Wealth Management, Inc. | 49 | $1.02K | 0.00% | +49 | New |
| Close Asset Management Ltd | 60 | $1.00K | 0.00% | −102−63.0% | Reduced |
| FNY Investment Advisers, LLC | 70 | $1.00K | 0.00% | −90−56.3% | Reduced |
| Resources Management Corp | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 41 | $1.00K | 0.00% | −40−49.4% | Reduced |
| West Oak Capital, LLC | 70 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 51 | $1.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 66 | $1.00K | 0.00% | +4+6.5% | Added |
| Pin Oak Investment Advisors Inc | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 27 | $1.00K | 0.00% | +27 | New |
| TSFG, LLC | 28 | $1.00K | 0.00% | +14+100.0% | Added |
| FinTrust Capital Advisors, LLC | 48 | $998 | 0.00% | −386−88.9% | Reduced |
| Blume Capital Management, Inc. | 48 | $998 | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 46 | $956 | 0.00% | −70−60.3% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 46 | $956 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 45 | $935 | 0.00% | −60−57.1% | Reduced |
| JJJ Advisors Inc. | 44 | $915 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 43 | $893 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 42 | $872 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 41 | $851 | 0.00% | +41 | New |
| Old Second National Bank of Aurora | 40 | $831 | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 40 | $831 | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 40 | $831 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 39 | $810 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 38 | $790 | 0.00% | −30−44.1% | Reduced |
| PSI Advisors, LLC | 37 | $769 | 0.00% | −70−65.4% | Reduced |
| ZRC Wealth Management, LLC | 37 | $769 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 36 | $748 | 0.00% | −72−66.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 35 | $727 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 34 | $707 | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 34 | $707 | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 33 | $686 | 0.00% | +33 | New |
| Bogart Wealth, LLC | 31 | $644 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 30 | $623 | 0.00% | +30 | New |
| City Holding Co | 30 | $622 | 0.00% | −21−41.2% | Reduced |
| Carolinas Wealth Consulting LLC | 153 | $608 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 29 | $603 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 30 | $569 | 0.00% | −292−90.7% | Reduced |
| Johnson Financial Group, Inc. | 27 | $562 | 0.00% | +27 | New |
| 1832 Asset Management L.P. | 27 | $561 | 0.00% | −8−22.9% | Reduced |
| Creative Capital Management Investments LLC | 26 | $540 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 24 | $499 | 0.00% | +24 | New |
| DiNuzzo Private Wealth, Inc. | 24 | $499 | 0.00% | +24 | New |
| Able Wealth Management LLC | 24 | $499 | 0.00% | +24 | New |
| Crewe Advisors LLC | 21 | $437 | 0.00% | +10+90.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 20 | $416 | 0.00% | −8−28.6% | Reduced |
| Islay Capital Management, LLC | 20 | $416 | 0.00% | −4−16.7% | Reduced |
| Hallmark Capital Management Inc | 20 | $416 | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 20 | $416 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 20 | $416 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 20 | $416 | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 20 | $416 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 20 | $416 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 20 | $416 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 20 | $416 | 0.00% | +20 | New |
| Albion Financial Group | 19 | $395 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 19 | $395 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 18 | $375 | 0.00% | −20−52.6% | Reduced |
| First Horizon Advisors, Inc. | 18 | $374 | 0.00% | −66−78.6% | Reduced |
| JNBA Financial Advisors | 17 | $354 | 0.00% | 00.0% | Unchanged |
| American National Bank | 17 | $353 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 16 | $333 | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 17 | $330 | 0.00% | −4−19.0% | Reduced |
| Quintet Private Bank (Europe) S.A. | 15 | $312 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 15 | $312 | 0.00% | +15 | New |
| Transcendent Capital Group LLC | 15 | $312 | 0.00% | +15 | New |
| Boit C F David | 16 | $310 | 0.00% | +16 | New |
| Family CFO Inc | 14 | $291 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 12 | $250 | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 12 | $249 | 0.00% | +12 | New |
| Turtle Creek Wealth Advisors, LLC | 12 | $249 | 0.00% | +12 | New |
| Riggs Asset Managment Co. Inc. | 10 | $208 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 10 | $208 | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 10 | $208 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 10 | $208 | 0.00% | +10 | New |
| Community Bank, N.A. | 10 | $207 | 0.00% | −65−86.7% | Reduced |
| Centennial Bank | 9 | $187 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 9 | $187 | 0.00% | +9 | New |
| Birchbrook, Inc. | 8 | $167 | 0.00% | +8 | New |
| Financial Perspectives, Inc | 8 | $166 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 8 | $166 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 7 | $146 | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 7 | $146 | 0.00% | +7 | New |
| Arrow Financial Corp | 6 | $125 | 0.00% | −28−82.4% | Reduced |
| South State Corp. | 6 | $125 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 6 | $125 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 6 | $125 | 0.00% | +6 | New |