| Walleye Capital LLC | 1 | $69 | 0.00% | +1 | New |
| TD Private Client Wealth LLC | 2 | $139 | 0.00% | −88−97.8% | Reduced |
| Private Wealth Management Group, LLC | 2 | $139 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $139 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $139 | 0.00% | +1+100.0% | Added |
| Quaker Wealth Management, LLC | 2 | $139 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $140 | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 3 | $209 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $209 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 4 | $278 | 0.00% | +4 | New |
| Abound Wealth Management | 5 | $325 | 0.00% | +5 | New |
| Turning Point Benefit Group, Inc. | 5 | $346 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 5 | $347 | 0.00% | −2−28.6% | Reduced |
| Cornerstone Planning Group LLC | 5 | $385 | 0.00% | +3+150.0% | Added |
| Valued Wealth Advisors LLC | 6 | $418 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 7 | $486 | 0.00% | −3−30.0% | Reduced |
| UMA Financial Services, Inc. | 7 | $486 | 0.00% | −2−22.2% | Reduced |
| HFM Investment Advisors, LLC | 8 | $556 | 0.00% | +4+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 9 | $626 | 0.00% | +2+28.6% | Added |
| Signature Equity Partners, LLC | 11 | $764 | 0.00% | +11 | New |
| Hughes Financial Services, LLC | 12 | $833 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 12 | $835 | 0.00% | +12 | New |
| Torren Management, LLC | 12 | $853 | 0.00% | +12 | New |
| Avion Wealth | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $1.04K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 16 | $1.11K | 0.00% | +5+45.5% | Added |
| MidFirst Bank | 5,508 | $1.11K | 0.00% | +5,508 | New |
| Ares Financial Consulting, LLC | 17 | $1.18K | 0.00% | +17 | New |
| South State Corp. | 17 | $1.18K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 18 | $1.25K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 18 | $1.25K | 0.00% | +18 | New |
| Boreal Capital Management LLC | 18 | $1.25K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 19 | $1.32K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 20 | $1.39K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 22 | $1.53K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $1.60K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $1.60K | 0.00% | +10+76.9% | Added |
| Picton Mahoney Asset Management | 24 | $1.67K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 24 | $1.67K | 0.00% | +24 | New |
| Financial Network Wealth Advisors LLC | 27 | $1.87K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 29 | $2.01K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 30 | $2.08K | 0.00% | +5+20.0% | Added |
| Montag A & Associates Inc | 33 | $2.33K | 0.00% | −5−13.2% | Reduced |
| Rialto Wealth Management, LLC | 35 | $2.43K | 0.00% | +2+6.1% | Added |
| Archer Investment Corp | 37 | $2.57K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 37 | $2.57K | 0.00% | +6+19.4% | Added |
| North Star Investment Management Corp. | 41 | $2.85K | 0.00% | +41 | New |
| True Wealth Design, LLC | 42 | $2.91K | 0.00% | −223−84.2% | Reduced |
| SRS Capital Advisors, Inc. | 43 | $2.98K | 0.00% | −62,494−99.9% | Reduced |
| Flagship Harbor Advisors, LLC | 50 | $3.47K | 0.00% | +50 | New |
| Parkside Financial Bank & Trust | 55 | $3.82K | 0.00% | +44+400.0% | Added |
| Ronald Blue Trust, Inc. | 59 | $4.09K | 0.00% | −67−53.2% | Reduced |
| United Community Bank | 83 | $5.76K | 0.00% | +83 | New |
| JFS Wealth Advisors, LLC | 94 | $6.53K | 0.00% | +30+46.9% | Added |
| Atlantic Edge Private Wealth Management, LLC | 100 | $6.94K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 100 | $6.94K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 114 | $7.91K | 0.00% | +6+5.6% | Added |
| Capital Advisors, Ltd. LLC | 120 | $8.00K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 119 | $8.26K | 0.00% | −8,143−98.6% | Reduced |
| Colonial Trust Co | 126 | $8.74K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 130 | $9.12K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 153 | $10.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 155 | $10.8K | 0.00% | +155 | New |
| CX Institutional | 166 | $11.0K | 0.00% | +1+0.6% | Added |
| Leonteq Securities AG | 159 | $11.0K | 0.00% | −49−23.6% | Reduced |
| Massmutual Trust Co FSB | 160 | $11.1K | 0.00% | −11−6.4% | Reduced |
| Versant Capital Management, Inc | 161 | $11.2K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 164 | $11.4K | 0.00% | +164 | New |
| HHM Wealth Advisors, LLC | 170 | $11.8K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 200 | $13.9K | 0.01% | +200 | New |
| Assetmark, Inc | 205 | $14.2K | 0.00% | +145+241.7% | Added |
| Quent Capital, LLC | 210 | $14.6K | 0.00% | −43−17.0% | Reduced |
| Huntington National Bank | 219 | $15.2K | 0.00% | −26−10.6% | Reduced |
| Spire Wealth Management | 242 | $16.8K | 0.00% | +6+2.5% | Added |
| High Note Wealth, LLC | 246 | $17.1K | 0.00% | +48+24.2% | Added |
| N.E.W. Advisory Services LLC | 250 | $17.3K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 267 | $18.5K | 0.00% | +167+167.0% | Added |
| Basecamp Wealth Advisors LLC | 270 | $18.7K | 0.00% | +270 | New |
| Ransom Advisory, Ltd | 300 | $20.8K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 309 | $21.4K | 0.00% | +309 | New |
| Whittier Trust Co | 324 | $23.6K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 346 | $24.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 389 | $27.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 405 | $28.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 414 | $30.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 461 | $32.6K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 480 | $33.3K | 0.00% | +82+20.6% | Added |
| NBC Securities, Inc. | 501 | $34.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 516 | $35.8K | 0.00% | +114+28.4% | Added |
| Atlas Capital Advisors LLC | 516 | $35.8K | 0.00% | +516 | New |
| Hilltop National Bank | 600 | $41.6K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 645 | $45.0K | 0.00% | +266+70.2% | Added |
| Essex Investment Management Co LLC | 697 | $48.4K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 700 | $48.6K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 709 | $49.2K | 0.00% | −447−38.7% | Reduced |
| DAGCO, Inc. | 713 | $49.5K | 0.01% | +12+1.7% | Added |
| Bruce G. Allen Investments, LLC | 713 | $49.5K | 0.03% | −35−4.7% | Reduced |
| Keating Financial Advisory Services, Inc. | 762 | $52.9K | 0.01% | +762 | New |
| Pinnacle Wealth Planning Services, Inc. | 844 | $58.6K | 0.01% | +844 | New |
| Measured Wealth Private Client Group, LLC | 880 | $61.1K | 0.02% | +211+31.5% | Added |