| Compass Financial Management LLC | 1,000 | $122.9K | 0.02% | +1,000 | New |
| Quarry LP | 996 | $122.4K | 0.02% | +358+56.1% | Added |
| CX Institutional | 1,943 | $119.0K | 0.00% | +973+100.3% | Added |
| Versant Capital Management, Inc | 951 | $116.9K | 0.01% | −12−1.2% | Reduced |
| NBC Securities, Inc. | 944 | $116.0K | 0.01% | +44+4.9% | Added |
| LifeSteps Financial, Inc. | 800 | $98.3K | 0.05% | +800 | New |
| Napier Financial, LLC | 756 | $92.9K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 683 | $84.0K | 0.02% | +683 | New |
| Northwestern Mutual Wealth Management Co | 625 | $76.8K | 0.00% | +186+42.4% | Added |
| Smartleaf Asset Management LLC | 557 | $68.4K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 554 | $68.1K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,084 | $62.2K | 0.00% | +1,062+4,827.3% | Added |
| Global Retirement Partners, LLC | 501 | $61.6K | 0.00% | +501 | New |
| Signaturefd, LLC | 489 | $60.1K | 0.00% | +211+75.9% | Added |
| Atlas Capital Advisors LLC | 470 | $57.8K | 0.01% | +51+12.2% | Added |
| Montag A & Associates Inc | 468 | $57.5K | 0.00% | −690−59.6% | Reduced |
| Parallel Advisors, LLC | 462 | $56.8K | 0.00% | +41+9.7% | Added |
| Trust Co of Vermont | 452 | $55.6K | 0.00% | +452 | New |
| Aster Capital Management (DIFC) Ltd | 427 | $52.5K | 0.01% | −502−54.0% | Reduced |
| Clearstead Advisors, LLC | 414 | $50.9K | 0.00% | −2,853−87.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 397 | $48.8K | 0.00% | +2+0.5% | Added |
| SJS Investment Consulting Inc. | 376 | $46.2K | 0.01% | +5+1.3% | Added |
| Atlantic Union Bankshares Corp | 375 | $46.1K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 455 | $44.9K | 0.01% | +115+33.8% | Added |
| Webster Bank, N. A. | 325 | $40.0K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 308 | $37.9K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 302 | $37.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 301 | $37.0K | 0.00% | +6+2.0% | Added |
| Nomura Asset Management Co Ltd | 290 | $35.6K | 0.00% | −310−51.7% | Reduced |
| Brown Brothers Harriman & Co | 286 | $35.2K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 284 | $34.9K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 268 | $32.9K | 0.02% | +170+173.5% | Added |
| V-Square Quantitative Management LLC | 268 | $32.9K | 0.00% | +268 | New |
| Quent Capital, LLC | 263 | $32.3K | 0.00% | +1+0.4% | Added |
| Arlington Trust Co LLC | 246 | $30.2K | 0.00% | +246 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 235 | $28.9K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 235 | $28.9K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 215 | $26.4K | 0.00% | +100+87.0% | Added |
| CVA Family Office, LLC | 209 | $25.7K | 0.00% | +27+14.8% | Added |
| Key Financial Inc | 208 | $25.6K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 200 | $24.6K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 200 | $24.6K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 193 | $23.7K | 0.00% | +157+436.1% | Added |
| Creative Financial Designs Inc | 175 | $21.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 173 | $21.3K | 0.00% | +13+8.1% | Added |
| Silver Grove Financial Group, Inc. | 172 | $21.2K | 0.01% | +172 | New |
| Basecamp Wealth Advisors LLC | 165 | $20.3K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 162 | $19.9K | 0.00% | +1+0.6% | Added |
| Community Bank, N.A. | 159 | $19.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 158 | $19.4K | 0.00% | +158 | New |
| Action Point Financial Planning, LLC | 160 | $19.3K | 0.00% | +160 | New |
| Capital Analysts, LLC | 149 | $18.0K | 0.00% | +1+0.7% | Added |
| Keating Financial Advisory Services, Inc. | 144 | $17.7K | 0.00% | +8+5.9% | Added |
| Central Trust Co | 144 | $17.7K | 0.00% | +39+37.1% | Added |
| Ogorek Anthony Joseph | 141 | $17.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 137 | $16.8K | 0.00% | +62+82.7% | Added |
| Signature Equity Partners, LLC | 132 | $16.2K | 0.01% | −19−12.6% | Reduced |
| Bell Investment Advisors, Inc | 123 | $15.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 122 | $15.0K | 0.00% | +26+27.1% | Added |
| Buck Wealth Strategies, LLC | 114 | $14.0K | 0.00% | +114 | New |
| Strategic Investment Solutions, Inc. | 102 | $12.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 101 | $12.4K | 0.00% | −15−12.9% | Reduced |
| Farmers & Merchants Investments Inc | 95 | $11.7K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 90 | $11.1K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 89 | $10.9K | 0.00% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 85 | $10.4K | 0.00% | +85 | New |
| Highline Wealth Partners LLC | 84 | $10.3K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 82 | $10.0K | 0.00% | +82 | New |
| Owl Creek Wealth Partners LLC | 80 | $9.84K | 0.00% | +5+6.7% | Added |
| Anchor Investment Management, LLC | 75 | $9.22K | 0.00% | +75 | New |
| Coston, McIsaac & Partners | 74 | $9.00K | 0.00% | −13−14.9% | Reduced |
| Optiver Holding B.V. | 71 | $8.73K | 0.00% | +71 | New |
| JPL Wealth Management, LLC | 70 | $8.61K | 0.00% | 00.0% | Unchanged |
| Motco | 68 | $8.36K | 0.00% | +2+3.0% | Added |
| FWL Investment Management, LLC | 66 | $8.11K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 62 | $7.62K | 0.00% | +62 | New |
| Aventura Private Wealth, LLC | 59 | $7.25K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 58 | $7.13K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 54 | $7.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 56 | $6.89K | 0.00% | +23+69.7% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 55 | $6.76K | 0.00% | −986−94.7% | Reduced |
| 1 North Wealth Services LLC | 50 | $6.15K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 92 | $5.77K | 0.00% | +28+43.8% | Added |
| Asset Dedication, LLC | 46 | $5.66K | 0.00% | +46 | New |
| Manning & Napier Advisors LLC | 45 | $5.53K | 0.00% | +45 | New |
| J.Safra Asset Management Corp | 88 | $5.41K | 0.00% | +44+100.0% | Added |
| Private Wealth Asset Management, LLC | 42 | $5.16K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 41 | $5.04K | 0.00% | +41 | New |
| Caitlin John, LLC | 41 | $5.04K | 0.00% | −22−34.9% | Reduced |
| IMA Wealth, Inc. | 41 | $5.04K | 0.00% | +14+51.9% | Added |
| Bare Financial Services, Inc | 41 | $5.04K | 0.00% | +36+720.0% | Added |
| Salomon & Ludwin, LLC | 86 | $4.94K | 0.00% | +43+100.0% | Added |
| Torren Management, LLC | 39 | $4.79K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 38 | $4.67K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 38 | $4.67K | 0.00% | +38 | New |
| Bogart Wealth, LLC | 37 | $4.55K | 0.00% | −8−17.8% | Reduced |
| LRI Investments, LLC | 35 | $4.30K | 0.00% | −38−52.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 35 | $4.30K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 34 | $4.18K | 0.00% | −1−2.9% | Reduced |
| Altshuler Shaham Ltd | 32 | $3.93K | 0.00% | −4−11.1% | Reduced |
