| Central Pacific Bank - Trust Division | 73 | $1.68K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 72 | $1.66K | 0.00% | +11+18.0% | Added |
| Aspect Partners, LLC | 70 | $1.61K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 61 | $1.60K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 68 | $1.56K | 0.00% | +16+30.8% | Added |
| Tanglewood Legacy Advisors, LLC | 65 | $1.49K | 0.00% | 00.0% | Unchanged |
| American National Bank | 64 | $1.47K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 63 | $1.45K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 62 | $1.43K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 60 | $1.38K | 0.00% | −741−92.5% | Reduced |
| Strategic Investment Solutions, Inc. | 60 | $1.38K | 0.00% | +6+11.1% | Added |
| Coppell Advisory Solutions LLC | 59 | $1.36K | 0.00% | −1−1.7% | Reduced |
| Raelipskie Partnership | 58 | $1.33K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 57 | $1.31K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 56 | $1.29K | 0.00% | +56 | New |
| Clarity Asset Management, Inc. | 52 | $1.20K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 50 | $1.15K | 0.00% | −2−3.8% | Reduced |
| Livelsberger Financial Advisory | 50 | $1.15K | 0.02% | +50 | New |
| Heritage Wealth Advisors | 48 | $1.10K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 46 | $1.06K | 0.00% | −20−30.3% | Reduced |
| Creative Financial Designs Inc | 46 | $1.06K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 46 | $1.06K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 44 | $1.01K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 44 | $1.01K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 44 | $1.01K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 28 | $1.00K | 0.00% | −480−94.5% | Reduced |
| Lazard Asset Management LLC | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 80 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 33 | $1.00K | 0.00% | −4−10.8% | Reduced |
| Capital Analysts, LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 51 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 43 | $989 | 0.00% | −2−4.4% | Reduced |
| Insight Financial Services | 42 | $965 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 42 | $965 | 0.00% | +19+82.6% | Added |
| Kimelman & Baird, LLC | 40 | $920 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 40 | $919 | 0.00% | −1−2.4% | Reduced |
| Financial Network Wealth Advisors LLC | 40 | $919 | 0.00% | −1−2.4% | Reduced |
| Old Second National Bank of Aurora | 40 | $919 | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 40 | $919 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 40 | $919 | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 40 | $919 | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 40 | $900 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 39 | $896 | 0.00% | −40−50.6% | Reduced |
| ZRC Wealth Management, LLC | 37 | $850 | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 36 | $827 | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 35 | $804 | 0.00% | +35 | New |
| Glass Jacobson Investment Advisors llc | 34 | $782 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 32 | $736 | 0.00% | −1−3.0% | Reduced |
| Flaharty Asset Management, LLC | 31 | $712 | 0.00% | +31 | New |
| Red Tortoise LLC | 29 | $666 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 27 | $621 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 26 | $597 | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 25 | $575 | 0.00% | −77−75.5% | Reduced |
| FPC Investment Advisory, Inc. | 24 | $564 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 24 | $552 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 24 | $552 | 0.00% | +24 | New |
| Mascoma Wealth Management LLC | 21 | $483 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 21 | $483 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 20 | $460 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 20 | $460 | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 20 | $460 | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 20 | $460 | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 20 | $460 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 20 | $460 | 0.00% | 00.0% | Unchanged |
| City Holding Co | 20 | $459 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 19 | $437 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 18 | $414 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 17 | $391 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 16 | $368 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 16 | $368 | 0.00% | +16 | New |
| Boit C F David | 16 | $365 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 15 | $345 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 15 | $345 | 0.00% | 00.0% | Unchanged |
| Family CFO Inc | 14 | $322 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 13 | $299 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 12 | $276 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 12 | $275 | 0.00% | −13−52.0% | Reduced |
| Wolff Wiese Magana LLC | 11 | $253 | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 11 | $253 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 10 | $230 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 10 | $230 | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 10 | $230 | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 10 | $230 | 0.00% | +10 | New |
| Wells Financial Advisors INC | 10 | $230 | 0.00% | +10 | New |
| Community Bank, N.A. | 10 | $229 | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 9 | $207 | 0.00% | −10−52.6% | Reduced |
| GoalVest Advisory LLC | 9 | $207 | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 9 | $207 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 9 | $207 | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 8 | $184 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 8 | $184 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8 | $184 | 0.00% | +8 | New |
| Westside Investment Management, Inc. | 7 | $161 | 0.00% | −12−63.2% | Reduced |
| Annapolis Financial Services, LLC | 7 | $161 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 7 | $161 | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 7 | $160 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 6 | $138 | 0.00% | 00.0% | Unchanged |