| Central Pacific Bank - Trust Division | 1,032 | $95.3K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,037 | $95.3K | 0.01% | +765+281.3% | Added |
| Farther Finance Advisors, LLC | 951 | $87.8K | 0.00% | +61+6.9% | Added |
| Harbor Investment Advisory, LLC | 934 | $86.3K | 0.01% | +934 | New |
| Larson Financial Group LLC | 910 | $84.0K | 0.00% | +291+47.0% | Added |
| Umb Bank N A | 841 | $77.7K | 0.00% | +414+97.0% | Added |
| Leonteq Securities AG | 820 | $75.7K | 0.01% | +142+20.9% | Added |
| Compass Wealth Management LLC | 803 | $74.2K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 690 | $63.7K | 0.01% | +26+3.9% | Added |
| CVA Family Office, LLC | 680 | $62.8K | 0.01% | +32+4.9% | Added |
| McIlrath & Eck, LLC | 666 | $61.5K | 0.01% | +415+165.3% | Added |
| Indiana Trust & Investment Management CO | 641 | $59.2K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 626 | $57.8K | 0.01% | +626 | New |
| Rakuten Securities, Inc. | 582 | $53.7K | 0.02% | −1,698−74.5% | Reduced |
| Live Oak Investment Partners | – | $47.7K | 0.04% | – | – |
| TD Private Client Wealth LLC | 493 | $45.5K | 0.00% | −96−16.3% | Reduced |
| Proequities, Inc. | 481 | $44.8K | 0.00% | −580−54.7% | Reduced |
| Cromwell Holdings LLC | 484 | $44.7K | 0.03% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 458 | $42.3K | 0.01% | +458 | New |
| Farmers & Merchants Investments Inc | 436 | $40.3K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 435 | $40.2K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 429 | $39.0K | 0.01% | −3−0.7% | Reduced |
| Compagnie Lombard Odier SCmA | 412 | $38.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 412 | $38.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 400 | $36.9K | 0.03% | 00.0% | Unchanged |
| City State Bank | 400 | $36.9K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 400 | $36.9K | 0.00% | +400 | New |
| Bullock Wealth Management Group | 396 | $36.6K | 0.02% | −210−34.7% | Reduced |
| Bell Investment Advisors, Inc | 388 | $35.8K | 0.01% | +38+10.9% | Added |
| Rothschild Investment LLC | 371 | $34.3K | 0.00% | +31+9.1% | Added |
| TD Waterhouse Canada Inc. | 367 | $33.9K | 0.00% | +29+8.6% | Added |
| Versant Capital Management, Inc | 363 | $33.5K | 0.01% | −96−20.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 352 | $32.5K | 0.01% | +17+5.1% | Added |
| EverSource Wealth Advisors, LLC | 350 | $32.4K | 0.00% | +101+40.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 327 | $30.0K | 0.02% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 313 | $28.9K | 0.02% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 308 | $28.4K | 0.02% | +308 | New |
| Quent Capital, LLC | 303 | $28.0K | 0.00% | +5+1.7% | Added |
| Oarsman Capital, Inc. | 282 | $26.0K | 0.00% | +21+8.0% | Added |
| Horizons Wealth Management | 273 | $25.2K | 0.02% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 268 | $24.8K | 0.04% | +268 | New |
| Richardson Financial Services Inc. | 265 | $24.3K | 0.02% | −133−33.4% | Reduced |
| Geneos Wealth Management Inc. | 261 | $24.1K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 260 | $24.0K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 259 | $23.9K | 0.02% | +259 | New |
| Kestra Investment Management, LLC | 239 | $22.1K | 0.00% | +239 | New |
| Ameriflex Group, Inc. | 234 | $21.8K | 0.01% | +234 | New |
| Armstrong Advisory Group, Inc | 214 | $19.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 212 | $19.6K | 0.01% | +10+5.0% | Added |
| Mendota Financial Group, LLC | 200 | $18.5K | 0.01% | −1−0.5% | Reduced |
| Aviso Financial Inc. | 200 | $18.5K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 184 | $17.0K | 0.01% | −22−10.7% | Reduced |
| Kings Path Partners LLC | 184 | $17.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 172 | $16.0K | 0.00% | −48−21.8% | Reduced |
| Johnson Financial Group, Inc. | 162 | $15.1K | 0.00% | +137+548.0% | Added |
| Aspetuck Financial Management LLC | 163 | $15.1K | 0.01% | +163 | New |
| Key Financial Inc | 162 | $15.0K | 0.00% | +162 | New |
| Bruce G. Allen Investments, LLC | 155 | $14.3K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 152 | $14.0K | 0.00% | +152 | New |
| Frazier Financial Advisors, LLC | 145 | $13.3K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 137 | $12.7K | 0.00% | +16+13.2% | Added |
| Park Place Capital Corp | 131 | $12.1K | 0.00% | −26−16.6% | Reduced |
| MV Capital Management, Inc. | 130 | $12.0K | 0.00% | +2+1.6% | Added |
| DT Investment Partners, LLC | 129 | $11.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 129 | $11.9K | 0.00% | +8+6.6% | Added |
| Meeder Asset Management Inc | 129 | $11.9K | 0.00% | +7+5.7% | Added |
| Raleigh Capital Management Inc. | 125 | $11.5K | 0.00% | −29−18.8% | Reduced |
| Financial Perspectives, Inc | 119 | $11.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 105 | $10.0K | 0.00% | +29+38.2% | Added |
| Whipplewood Advisors, LLC | 108 | $9.97K | 0.01% | +108 | New |
| Valued Wealth Advisors LLC | 106 | $9.79K | 0.01% | −73−40.8% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 104 | $9.60K | 0.00% | −40−27.8% | Reduced |
| Rosenberg Matthew Hamilton | 103 | $9.51K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 102 | $9.42K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 100 | $9.23K | 0.00% | +100 | New |
| Rialto Wealth Management, LLC | 100 | $9.23K | 0.00% | +100 | New |
| Rocky Mountain Advisers, LLC | 99 | $9.14K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 97 | $8.96K | 0.00% | +69+246.4% | Added |
| Manchester Capital Management LLC | 94 | $8.68K | 0.00% | 00.0% | Unchanged |
| Human Investing LLC | 82 | $7.57K | 0.00% | +82 | New |
| Salem Investment Counselors Inc | 79 | $7.30K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 79 | $7.22K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 77 | $7.11K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 72 | $6.67K | 0.00% | −8−10.0% | Reduced |
| Red Tortoise LLC | 69 | $6.37K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 67 | $6.19K | 0.00% | +67 | New |
| CoreCap Advisors, LLC | 66 | $6.09K | 0.00% | −5,911−98.9% | Reduced |
| Legacy Investment Solutions, LLC | 63 | $5.89K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 63 | $5.89K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 62 | $5.73K | 0.00% | +62 | New |
| 1620 Investment Advisors, Inc. | 62 | $5.70K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 58 | $5.36K | 0.00% | +13+28.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 56 | $5.17K | 0.00% | +4+7.7% | Added |
| Avion Wealth | 58 | $5.00K | 0.00% | −4−6.5% | Reduced |
| Abound Wealth Management | 51 | $4.71K | 0.00% | −23−31.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 50 | $4.62K | 0.00% | −1−2.0% | Reduced |
| Financial Management Professionals, Inc. | 47 | $4.34K | 0.00% | −1−2.1% | Reduced |
| SJS Investment Consulting Inc. | 45 | $4.16K | 0.00% | −19−29.7% | Reduced |
| Carolina Wealth Advisors, LLC | 45 | $4.16K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 43 | $4.15K | 0.00% | −6−12.2% | Reduced |
