| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 1 | $141 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $143 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $144 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 2 | $287 | 0.00% | +2 | New |
| Investors Portfolio Services LLC | 3 | $430 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $430 | 0.00% | +2+200.0% | Added |
| Buck Wealth Strategies, LLC | 3 | $430 | 0.00% | +3 | New |
| WealthCollab, LLC | 3 | $431 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 4 | $573 | 0.00% | −39−90.7% | Reduced |
| SBI Securities Co., Ltd. | 4 | $573 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $574 | 0.00% | +3+300.0% | Added |
| Bay Harbor Wealth Management, LLC | 5 | $717 | 0.00% | +1+25.0% | Added |
| Valued Wealth Advisors LLC | 5 | $717 | 0.00% | +5 | New |
| Bokf, NA | 6 | $860 | 0.00% | −398−98.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 11 | $873 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $1.00K | 0.00% | +6+600.0% | Added |
| Cornerstone Financial Management LLC | 8 | $1.15K | 0.00% | +8 | New |
| Torren Management, LLC | 10 | $1.43K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 10 | $1.43K | 0.00% | +10 | New |
| Parallel Advisors, LLC | 11 | $1.58K | 0.00% | −16−59.3% | Reduced |
| JPL Wealth Management, LLC | 11 | $1.58K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 11 | $1.58K | 0.00% | +8+266.7% | Added |
| Creative Capital Management Investments LLC | 11 | $1.58K | 0.00% | +11 | New |
| Steward Partners Investment Advisory, LLC | 12 | $1.72K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 12 | $1.72K | 0.00% | +12 | New |
| Bessemer Group Inc | 15 | $2.00K | 0.00% | +1+7.1% | Added |
| Golden State Wealth Management, LLC | 15 | $2.18K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 16 | $2.29K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 20 | $2.72K | 0.00% | +20 | New |
| EverSource Wealth Advisors, LLC | 19 | $2.72K | 0.00% | −91−82.7% | Reduced |
| Fortitude Family Office, LLC | 19 | $2.72K | 0.00% | +10+111.1% | Added |
| Bogart Wealth, LLC | 19 | $2.72K | 0.00% | +19 | New |
| Hantz Financial Services, Inc. | 19 | $3.00K | 0.00% | −139−88.0% | Reduced |
| BFSG, LLC | 22 | $3.15K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 22 | $3.15K | 0.00% | +1+4.8% | Added |
| Stone House Investment Management, LLC | 23 | $3.30K | 0.00% | +23 | New |
| Walleye Trading LLC | 24 | $3.44K | 0.00% | +24 | New |
| Rothschild Investment LLC | 26 | $3.73K | 0.00% | +9+52.9% | Added |
| Signaturefd, LLC | 27 | $3.87K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 29 | $4.00K | 0.00% | +16+123.1% | Added |
| UMA Financial Services, Inc. | 32 | $4.59K | 0.00% | +4+14.3% | Added |
| SJS Investment Consulting Inc. | 32 | $4.59K | 0.00% | +25+357.1% | Added |
| Zions Bancorporation, National Association | 33 | $4.73K | 0.00% | +33 | New |
| J.Safra Asset Management Corp | 33 | $4.73K | 0.00% | +33 | New |
| Allworth Financial LP | 34 | $4.87K | 0.00% | +19+126.7% | Added |
| Farther Finance Advisors, LLC | 34 | $4.88K | 0.00% | +2+6.3% | Added |
| First Horizon Corp | 35 | $5.02K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 40 | $5.74K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 46 | $6.55K | 0.00% | +46 | New |
| Continuum Advisory, LLC | 47 | $6.74K | 0.00% | +47 | New |
| CVA Family Office, LLC | 48 | $6.88K | 0.00% | +13+37.1% | Added |
| Parkside Financial Bank & Trust | 50 | $7.17K | 0.00% | +50 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 51 | $7.31K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 56 | $8.03K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 58 | $8.26K | 0.00% | +2+3.6% | Added |
| Godfrey Financial Associates, Inc. | 64 | $9.17K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 65 | $9.32K | 0.00% | −3−4.4% | Reduced |
| Huntington National Bank | 65 | $9.32K | 0.00% | +23+54.8% | Added |
| Clearstead Advisors, LLC | 66 | $9.46K | 0.00% | −17−20.5% | Reduced |
| International Assets Investment Management, LLC | 70 | $9.82K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 69 | $9.89K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 70 | $10.0K | 0.00% | +70 | New |
| Princeton Global Asset Management LLC | 109 | $15.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 128 | $18.3K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 144 | $20.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 154 | $22.1K | 0.00% | −2−1.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 167 | $24.0K | 0.00% | +167 | New |
| Los Angeles Capital Management LLC | 174 | $24.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 209 | $29.9K | 0.00% | +1+0.5% | Added |
| CX Institutional | 212 | $30.0K | 0.00% | −386−64.5% | Reduced |
| Ares Financial Consulting, LLC | 214 | $30.7K | 0.02% | 00.0% | Unchanged |
| Optiver Holding B.V. | 216 | $31.0K | 0.00% | +167+340.8% | Added |
| Kemnay Advisory Services Inc. | 224 | $32.1K | 0.00% | +15+7.2% | Added |
| Nomura Asset Management Co Ltd | 257 | $36.8K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 287 | $41.1K | 0.00% | −329−53.4% | Reduced |
| GAMMA Investing LLC | 317 | $45.4K | 0.00% | +21+7.1% | Added |
| Caitong International Asset Management Co., Ltd | 348 | $49.9K | 0.01% | −2,355−87.1% | Reduced |
| Exchange Traded Concepts, LLC | 352 | $50.5K | 0.00% | −29−7.6% | Reduced |
| Truvestments Capital LLC | 377 | $54.0K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 401 | $58.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 411 | $59.0K | 0.03% | +310+306.9% | Added |
| Westfuller Advisors, LLC | 445 | $63.8K | 0.02% | +445 | New |
| Mitsubishi UFJ Trust & Banking Corp | 472 | $67.7K | 0.00% | −710−60.1% | Reduced |
| The PNC Financial Services Group, Inc. | 514 | $73.7K | 0.00% | +144+38.9% | Added |
| Gleason Group, Inc. | 531 | $76.1K | 0.01% | +2+0.4% | Added |
| GWM Advisors LLC | 689 | $98.8K | 0.00% | −5−0.7% | Reduced |
| SG Americas Securities, LLC | 712 | $102.0K | 0.00% | +712 | New |
| Evelyn Partners Group Ltd | 768 | $110.1K | 0.00% | +768 | New |
| SRS Capital Advisors, Inc. | 824 | $118.1K | 0.00% | +688+505.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 844 | $121.0K | 0.01% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 920 | $131.9K | 0.02% | +460+100.0% | Added |
| Eurizon Capital SGR S.p.A. | 902 | $132.1K | 0.00% | 00.0% | Unchanged |
| Nykredit A/S | 928 | $133.0K | 0.00% | +928 | New |
| Institute for Wealth Management, LLC. | 968 | $138.8K | 0.01% | +968 | New |
| DekaBank Deutsche Girozentrale | 1,431 | $140.0K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 1,093 | $156.7K | 0.14% | +1,093 | New |
| KBC Group NV | 1,152 | $165.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,338 | $191.8K | 0.00% | −4,230−76.0% | Reduced |
| Ares Systematic Credit Ltd | 1,351 | $193.7K | 0.12% | +1,351 | New |