| Central Pacific Bank - Trust Division | 3,754 | $286.7K | 0.03% | −2,300−38.0% | Reduced |
| Mission Wealth Management, LP | 3,716 | $283.8K | 0.01% | +3,716 | New |
| 111 Capital | 3,710 | $283.3K | 0.05% | +3,710 | New |
| Quest Partners LLC | 3,659 | $279.4K | 0.02% | −1,023−21.8% | Reduced |
| Rockefeller Capital Management L.P. | 3,611 | $275.7K | 0.00% | +3,611 | New |
| Wolverine Asset Management LLC | 3,561 | $271.9K | 0.00% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 3,553 | $271.3K | 0.02% | +3,553 | New |
| Silvercrest Asset Management Group LLC | 3,519 | $268.7K | 0.00% | +3,519 | New |
| US Bancorp | 3,461 | $264.3K | 0.00% | +458+15.3% | Added |
| Everence Capital Management Inc | 3,448 | $263.0K | 0.02% | +3,448 | New |
| Journey Strategic Wealth LLC | 3,437 | $262.4K | 0.01% | +3,437 | New |
| Scientech Research LLC | 3,333 | $254.5K | 0.09% | +3,333 | New |
| Chicago Trust Co NA | 3,210 | $245.1K | 0.03% | +3,210 | New |
| FNY Investment Advisers, LLC | 3,130 | $239.0K | 0.08% | +3,130 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,125 | $238.6K | 0.01% | +3,125 | New |
| Atria Investments LLC | 2,891 | $220.8K | 0.00% | −5,803−66.7% | Reduced |
| Nomura Asset Management Co Ltd | 2,820 | $215.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,788 | $212.9K | 0.01% | +478+20.7% | Added |
| West Family Investments, Inc. | 2,760 | $210.8K | 0.05% | +2,760 | New |
| Fifth Third Wealth Advisors LLC | 2,728 | $208.3K | 0.01% | +2,728 | New |
| Cambridge Investment Research Advisors, Inc. | 2,687 | $205.0K | 0.00% | +2,687 | New |
| Nomura Holdings Inc | 2,681 | $204.7K | 0.00% | +2,681 | New |
| Commonwealth Equity Services, LLC | 2,667 | $204.0K | 0.00% | +2,667 | New |
| Public Employees Retirement System of Ohio | 2,386 | $182.2K | 0.00% | +6+0.3% | Added |
| Vontobel Holding Ltd. | 2,167 | $165.5K | 0.00% | +2,167 | New |
| Hantz Financial Services, Inc. | 2,049 | $156.0K | 0.00% | +1,638+398.5% | Added |
| Umb Bank N A | 1,875 | $143.2K | 0.00% | +352+23.1% | Added |
| Signaturefd, LLC | 1,730 | $132.1K | 0.00% | −57−3.2% | Reduced |
| Fifth Third Bancorp | 1,665 | $127.1K | 0.00% | +167+11.1% | Added |
| Citadel Investment Advisory, Inc. | 4,982 | $114.0K | 0.05% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,515 | $111.6K | 0.01% | +540+55.4% | Added |
| Arlington Trust Co LLC | 1,403 | $107.1K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,370 | $104.6K | 0.00% | −62−4.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,324 | $101.0K | 0.00% | +54+4.3% | Added |
| Danske Bank A/S | 1,200 | $91.6K | 0.00% | +600+100.0% | Added |
| Optiver Holding B.V. | 1,156 | $88.3K | 0.00% | −218−15.9% | Reduced |
| Global Retirement Partners, LLC | 1,001 | $76.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 976 | $71.7K | 0.00% | −131−11.8% | Reduced |
| Farther Finance Advisors, LLC | 922 | $70.4K | 0.00% | +789+593.2% | Added |
| CWM, LLC | 881 | $67.0K | 0.00% | −922−51.1% | Reduced |
| Bessemer Group Inc | 838 | $64.0K | 0.00% | +370+79.1% | Added |
| EverSource Wealth Advisors, LLC | 740 | $56.5K | 0.00% | −198−21.1% | Reduced |
| CVA Family Office, LLC | 701 | $53.5K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 650 | $49.6K | 0.00% | +61+10.4% | Added |
| Allworth Financial LP | 540 | $41.2K | 0.00% | +35+6.9% | Added |
| Caitong International Asset Management Co., Ltd | 499 | $38.1K | 0.03% | +499 | New |
| Wealthspire Advisors, LLC | 454 | $34.7K | 0.00% | +454 | New |
| Creekmur Asset Management LLC | 453 | $34.6K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 443 | $33.8K | 0.00% | +392+768.6% | Added |
| Rakuten Securities, Inc. | 392 | $29.9K | 0.01% | +392 | New |
| Steward Partners Investment Advisory, LLC | 383 | $29.2K | 0.00% | −383−50.0% | Reduced |
| Levin Capital Strategies, L.P. | 375 | $28.6K | 0.00% | +375 | New |
| Deseret Mutual Benefit Administrators | 373 | $28.5K | 0.01% | +373 | New |
| Pittenger & Anderson Inc | 370 | $28.3K | 0.00% | −69−15.7% | Reduced |
| Bellevue Asset Management, LLC | 350 | $26.7K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 346 | $26.4K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 337 | $25.7K | 0.00% | +125+59.0% | Added |
| Parkside Financial Bank & Trust | 278 | $21.2K | 0.00% | +130+87.8% | Added |
| Huntington National Bank | 272 | $20.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 265 | $20.2K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 210 | $16.0K | 0.00% | +120+133.3% | Added |
| Ci Investments Inc. | 203 | $16.0K | 0.00% | −24−10.6% | Reduced |
| Harbour Investments, Inc. | 200 | $15.3K | 0.00% | +200 | New |
| Capital Advisors, Ltd. LLC | 199 | $15.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 184 | $14.1K | 0.00% | +99+116.5% | Added |
| Versant Capital Management, Inc | 178 | $13.6K | 0.00% | +5+2.9% | Added |
| Massmutual Trust Co FSB | 178 | $13.6K | 0.00% | +15+9.2% | Added |
| Quent Capital, LLC | 140 | $10.7K | 0.00% | +140 | New |
| MAI Capital Management | 134 | $10.2K | 0.00% | −68−33.7% | Reduced |
| Farmers & Merchants Investments Inc | 115 | $8.78K | 0.00% | +15+15.0% | Added |
| AdvisorNet Financial, Inc | 109 | $8.32K | 0.00% | +43+65.2% | Added |
| Bokf, NA | 100 | $7.64K | 0.00% | +100 | New |
| Meeder Asset Management Inc | 95 | $7.25K | 0.00% | +95 | New |
| SRS Capital Advisors, Inc. | 91 | $6.95K | 0.00% | +91 | New |
| AXS Investments LLC | 80 | $6.11K | 0.00% | +80 | New |
| Tortoise Investment Management, LLC | 66 | $5.04K | 0.00% | +66 | New |
| T. Rowe Price Investment Management, Inc. | 46 | $4.00K | 0.00% | +46 | New |
| Chesapeake Asset Management LLC | 43 | $3.28K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 43 | $3.28K | 0.00% | +43 | New |
| Private Wealth Management Group, LLC | 41 | $3.13K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 40 | $3.05K | 0.00% | −31−43.7% | Reduced |
| Bare Financial Services, Inc | 39 | $2.98K | 0.00% | +39 | New |
| Assetmark, Inc | 36 | $2.75K | 0.00% | +27+300.0% | Added |
| Groupe la Francaise | 40 | $2.51K | 0.00% | +40 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 30 | $2.29K | 0.00% | +30 | New |
| Silicon Valley Capital Partners | 21 | $1.58K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 20 | $1.53K | 0.00% | +20 | New |
| Investors Research Corp | 20 | $1.53K | 0.00% | +20 | New |
| Whittier Trust Co of Nevada Inc | 19 | $1.47K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 15 | $1.15K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 14 | $1.07K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 12 | $916 | 0.00% | +12 | New |
| Salomon & Ludwin, LLC | 11 | $848 | 0.00% | +11 | New |
| Dunhill Financial, LLC | 10 | $768 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 9 | $687 | 0.00% | +9 | New |
| Bogart Wealth, LLC | 9 | $687 | 0.00% | +9 | New |
| Rialto Wealth Management, LLC | 7 | $535 | 0.00% | +7 | New |
| UMA Financial Services, Inc. | 6 | $459 | 0.00% | +6 | New |
| Golden State Wealth Management, LLC | 6 | $458 | 0.00% | +6 | New |
| Strengthening Families & Communities, LLC | 3 | $229 | 0.00% | +3 | New |
