| Perkins Coie Trust Co | 2 | $411 | 0.00% | −2−50.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 3 | $633 | 0.00% | +3 | New |
| Chesapeake Asset Management LLC | 4 | $822 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 4 | $822 | 0.00% | +4 | New |
| Kiker Wealth Management, LLC | 4 | $822 | 0.00% | +4 | New |
| Redwood Park Advisors LLC | 4 | $823 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $823 | 0.00% | +4 | New |
| Bear Mountain Capital, Inc. | 4 | $842 | 0.00% | +4 | New |
| Cape Investment Advisory, Inc. | 5 | $1.03K | 0.00% | −1−16.7% | Reduced |
| Osterweis Capital Management Inc | 5 | $1.03K | 0.00% | +5 | New |
| Bare Financial Services, Inc | 5 | $1.03K | 0.00% | +5 | New |
| American Capital Advisory, LLC | 6 | $1.23K | 0.00% | +6 | New |
| Anderson Financial Strategies, LLC | 6 | $1.33K | 0.00% | −31−83.8% | Reduced |
| S&T Bank | 7 | $1.44K | 0.00% | +7 | New |
| Core Alternative Capital | 8 | $1.64K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 8 | $1.64K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 8 | $1.64K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 8 | $1.64K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $1.64K | 0.00% | +8 | New |
| Wood Tarver Financial Group, LLC | 8 | $1.65K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 8 | $1.65K | 0.00% | +8 | New |
| Rialto Wealth Management, LLC | 8 | $1.65K | 0.00% | +8 | New |
| Bangor Savings Bank | 9 | $1.85K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 11 | $2.16K | 0.00% | +3+37.5% | Added |
| Bruce G. Allen Investments, LLC | 12 | $2.47K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 12 | $2.47K | 0.00% | +12 | New |
| Beacon Capital Management, LLC | 12 | $2.47K | 0.00% | +12 | New |
| Binnacle Investments Inc | 12 | $2.47K | 0.00% | +12 | New |
| Prestige Wealth Management Group LLC | 12 | $2.47K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 12 | $2.49K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 14 | $2.88K | 0.00% | +14 | New |
| Hughes Financial Services, LLC | 14 | $2.91K | 0.00% | +14 | New |
| West Paces Advisors Inc. | 16 | $3.29K | 0.00% | −12−42.9% | Reduced |
| Atlas Capital Advisors LLC | 16 | $3.29K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 16 | $3.29K | 0.00% | +16 | New |
| Reyes Financial Architecture, Inc. | 16 | $3.29K | 0.00% | +16 | New |
| Barnes Dennig Private Wealth Management LLC | 16 | $3.29K | 0.00% | +16 | New |
| Dogwood Wealth Management LLC | 17 | $3.49K | 0.00% | +17 | New |
| Principia Wealth Advisory, LLC | 19 | $3.88K | 0.00% | +9+90.0% | Added |
| Altshuler Shaham Ltd | 19 | $3.90K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 20 | $4.11K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 20 | $4.11K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 21 | $4.32K | 0.00% | +14+200.0% | Added |
| South Plains Financial, Inc. | 24 | $4.93K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 24 | $4.93K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 24 | $4.93K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 24 | $4.93K | 0.00% | +24 | New |
| Highline Wealth Partners LLC | 25 | $5.14K | 0.00% | +5+25.0% | Added |
| Capital A Wealth Management, LLC | 27 | $5.55K | 0.01% | +2+8.0% | Added |
| POM Investment Strategies, LLC | 28 | $5.75K | 0.01% | 00.0% | Unchanged |
| City State Bank | 28 | $5.75K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 28 | $5.75K | 0.00% | +4+16.7% | Added |
| Brown, Lisle/Cummings, Inc. | 28 | $5.75K | 0.00% | +28 | New |
| Greenline Partners, LLC | 28 | $5.75K | 0.00% | +28 | New |
| High Note Wealth, LLC | 29 | $5.96K | 0.00% | +1+3.6% | Added |
| Kozak & Associates, Inc. | 31 | $6.50K | 0.00% | +31 | New |
| Hoese & Co LLP | 32 | $6.58K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 32 | $6.58K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 32 | $6.58K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 32 | $6.58K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 32 | $6.58K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 33 | $6.78K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 34 | $6.99K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 36 | $7.00K | 0.00% | −869−96.0% | Reduced |
| NBC Securities, Inc. | 36 | $7.00K | 0.00% | +36 | New |
| Flaharty Asset Management, LLC | 35 | $7.19K | 0.00% | +35 | New |
| Cranbrook Wealth Management, LLC | 36 | $7.40K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 37 | $7.61K | 0.00% | +37 | New |
| Operose Advisors LLC | 38 | $7.72K | 0.00% | +1+2.7% | Added |
| FSA Wealth Management LLC | 40 | $8.22K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 40 | $8.22K | 0.00% | +17+73.9% | Added |
| Riggs Asset Managment Co. Inc. | 40 | $8.22K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 40 | $8.22K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 44 | $9.04K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 47 | $9.68K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 50 | $10.2K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 52 | $10.7K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 52 | $10.7K | 0.00% | +52 | New |
| Atala Financial Inc | 56 | $11.5K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 69 | $12.0K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 60 | $12.3K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 60 | $12.3K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 62 | $12.7K | 0.01% | −4−6.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 64 | $13.2K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 66 | $13.6K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 68 | $14.0K | 0.01% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 69 | $14.2K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 72 | $14.8K | 0.00% | −21−22.6% | Reduced |
| Raffa Wealth Management, LLC | 72 | $14.8K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 75 | $15.4K | 0.01% | 00.0% | Unchanged |
| BNP Paribas | 1 | $15.6K | 0.00% | +1 | New |
| Aspect Partners, LLC | 76 | $15.6K | 0.01% | −15−16.5% | Reduced |
| TCTC Holdings, LLC | 77 | $15.8K | 0.00% | +29+60.4% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 77 | $15.8K | 0.03% | −7−8.3% | Reduced |
| True Wealth Design, LLC | 79 | $16.2K | 0.01% | +58+276.2% | Added |
| Central Pacific Bank - Trust Division | 80 | $16.4K | 0.00% | −13−14.0% | Reduced |
| Activest Wealth Management | 80 | $16.4K | 0.00% | +80 | New |
| Dunhill Financial, LLC | 81 | $16.6K | 0.01% | −6−6.9% | Reduced |
| Cornerstone Planning Group LLC | 86 | $17.9K | 0.00% | +34+65.4% | Added |
| MorganRosel Wealth Management, LLC | 88 | $18.1K | 0.01% | +88 | New |