| Montag A & Associates Inc | 85 | $13.2K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 85 | $13.1K | 0.00% | +39+84.8% | Added |
| Old Second National Bank of Aurora | 80 | $12.4K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 78 | $12.0K | 0.00% | +25+47.2% | Added |
| Highline Wealth Partners LLC | 75 | $11.6K | 0.00% | −93−55.4% | Reduced |
| HighMark Wealth Management LLC | 75 | $11.6K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 72 | $11.1K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 72 | $11.1K | 0.00% | +20+38.5% | Added |
| Winthrop Capital Management, LLC | 71 | $11.0K | 0.00% | +71 | New |
| Bell Investment Advisors, Inc | 68 | $10.5K | 0.00% | −29−29.9% | Reduced |
| Paladin Advisory Group, LLC | 68 | $10.5K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 59 | $10.4K | 0.00% | +17+40.5% | Added |
| Pacific Capital Wealth Advisors, Inc | 65 | $10.0K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 64 | $9.88K | 0.00% | +42+190.9% | Added |
| BFSG, LLC | 63 | $9.73K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 61 | $9.42K | 0.00% | +61 | New |
| Carolina Wealth Advisors, LLC | 60 | $9.27K | 0.00% | +60 | New |
| Quintet Private Bank (Europe) S.A. | 60 | $9.27K | 0.00% | +60 | New |
| Avion Wealth | 64 | $9.00K | 0.00% | −13−16.9% | Reduced |
| Insight Financial Services | 58 | $8.96K | 0.01% | +58 | New |
| TFC Financial Management | 55 | $8.49K | 0.00% | −25−31.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 55 | $8.49K | 0.00% | +55 | New |
| New Wave Wealth Advisors LLC | 55 | $8.49K | 0.00% | +55 | New |
| Whittier Trust Co | 55 | $8.49K | 0.00% | +20+57.1% | Added |
| Key Financial Inc | 52 | $8.03K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 51 | $7.88K | 0.00% | +5+10.9% | Added |
| Graney & King, LLC | 50 | $7.72K | 0.01% | +50 | New |
| SOA Wealth Advisors, LLC. | 48 | $7.41K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 47 | $7.26K | 0.00% | −4−7.8% | Reduced |
| UMA Financial Services, Inc. | 46 | $7.10K | 0.00% | +46 | New |
| ZRC Wealth Management, LLC | 45 | $6.95K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 44 | $6.79K | 0.00% | +3+7.3% | Added |
| Clark Wealth Partners | 43 | $6.64K | 0.01% | +43 | New |
| Pathway Financial Advisers, LLC | 42 | $6.49K | 0.00% | +42 | New |
| GoalVest Advisory LLC | 42 | $6.49K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 42 | $6.49K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 40 | $6.18K | 0.00% | +40 | Added |
| Hantz Financial Services, Inc. | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 38 | $5.87K | 0.00% | −7,150−99.5% | Reduced |
| Sierra Ocean, LLC | 33 | $5.10K | 0.00% | +33 | New |
| Marshall & Sterling Wealth Advisors Inc. | 33 | $5.09K | 0.00% | +33 | New |
| Main Street Group, LTD | 32 | $4.94K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 32 | $4.94K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 30 | $4.63K | 0.00% | +30 | New |
| WR Wealth Planners, LLC | 29 | $4.48K | 0.00% | +7+31.8% | Added |
| a16z Perennial Management, L.P. | 28 | $4.32K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 28 | $4.32K | 0.00% | +6+27.3% | Added |
| FPC Investment Advisory, Inc. | 23 | $4.17K | 0.00% | +23 | New |
| Activest Wealth Management | 27 | $4.17K | 0.00% | +2+8.0% | Added |
| Atticus Wealth Management, LLC | 26 | $4.01K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 26 | $4.01K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 25 | $3.86K | 0.00% | +25 | New |
| Bellevue Asset Management, LLC | 25 | $3.86K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 25 | $3.86K | 0.00% | +25 | New |
| Copia Wealth Management | 25 | $3.86K | 0.00% | +25 | New |
| Pension & Wealth Management Advisors, Inc. | 23 | $3.69K | 0.00% | +23 | New |
| Riggs Asset Managment Co. Inc. | 23 | $3.56K | 0.00% | +4+21.1% | Added |
| Assetmark, Inc | 22 | $3.40K | 0.00% | +22 | New |
| PFS Partners, LLC | 20 | $3.09K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 20 | $3.09K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 20 | $3.09K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 20 | $3.09K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 20 | $3.00K | 0.00% | −15−42.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $2.93K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 19 | $2.93K | 0.00% | +19 | New |
| Armstrong Advisory Group, Inc | 19 | $2.93K | 0.00% | +19 | New |
| WPG Advisers, LLC | 19 | $2.93K | 0.00% | +19 | New |
| Cedar Mountain Advisors, LLC | 18 | $2.78K | 0.00% | −75−80.6% | Reduced |
| Ameriflex Group, Inc. | 15 | $2.72K | 0.00% | +15 | New |
| JNBA Financial Advisors | 17 | $2.63K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 17 | $2.63K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 16 | $2.47K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 15 | $2.32K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 15 | $2.32K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 14 | $2.16K | 0.00% | +14 | New |
| Addison Advisors LLC | 13 | $2.01K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 10 | $2.00K | 0.00% | −48−82.8% | Reduced |
| McIlrath & Eck, LLC | 12 | $1.85K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 12 | $1.85K | 0.00% | +12 | New |
| Bank of Jackson Hole Trust | 12 | $1.85K | 0.00% | +12 | New |
| WealthTrak Capital Management LLC | 11 | $1.70K | 0.00% | +11 | New |
| Center for Financial Planning, Inc. | 10 | $1.54K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 10 | $1.54K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.54K | 0.00% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 10 | $1.54K | 0.00% | +10 | New |
| Ameritas Investment Partners, Inc. | 8 | $1.24K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 8 | $1.24K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 8 | $1.24K | 0.00% | +8 | New |
| Raleigh Capital Management Inc. | 8 | $1.24K | 0.00% | +8 | New |
| Olistico Wealth, LLC | 8 | $1.24K | 0.00% | +8 | New |
| Quent Capital, LLC | 7 | $1.08K | 0.00% | −29−80.6% | Reduced |
| Financial Freedom, LLC | 7 | $1.08K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 7 | $1.08K | 0.00% | +7 | New |
| Principia Wealth Advisory, LLC | 7 | $1.08K | 0.00% | +7 | New |
| Ogorek Anthony Joseph | 10 | $1.00K | 0.00% | +10 | New |
| Tucker Asset Management LLC | 6 | $926 | 0.00% | −8−57.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 6 | $926 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 6 | $926 | 0.04% | +3+100.0% | Added |