| Central Pacific Bank - Trust Division | 40 | $452 | 0.00% | +40 | New |
| Kimelman & Baird, LLC | 40 | $453 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 41 | $463 | 0.00% | +40+4,000.0% | Added |
| North Star Investment Management Corp. | 43 | $486 | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 44 | $498 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 45 | $509 | 0.00% | +1+2.3% | Added |
| CVA Family Office, LLC | 46 | $520 | 0.00% | −93−66.9% | Reduced |
| Insight Financial Services | 47 | $531 | 0.00% | +5+11.9% | Added |
| Heritage Wealth Advisors | 48 | $543 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 48 | $543 | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 48 | $543 | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 49 | $554 | 0.00% | +49 | New |
| Frazier Financial Advisors, LLC | 50 | $566 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 50 | $566 | 0.00% | +50 | New |
| Buck Wealth Strategies, LLC | 50 | $566 | 0.00% | +50 | New |
| Duncker Streett & Co Inc | 51 | $577 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 51 | $577 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 51 | $577 | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 52 | $588 | 0.00% | +22+73.3% | Added |
| Torren Management, LLC | 52 | $588 | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 53 | $599 | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 54 | $611 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 56 | $634 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 57 | $644 | 0.00% | −2−3.4% | Reduced |
| Boyd Watterson Asset Management LLC | 57 | $645 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 59 | $667 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 60 | $679 | 0.00% | −17,878−99.7% | Reduced |
| WealthCollab, LLC | 60 | $679 | 0.00% | −237−79.8% | Reduced |
| Lodestone Wealth Management LLC | 60 | $679 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 61 | $690 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 63 | $712 | 0.00% | −2−3.1% | Reduced |
| MPWM Advisory Solutions, LLC | 63 | $712 | 0.00% | 00.0% | Unchanged |
| EFG International AG | 63 | $713 | 0.00% | −29−31.5% | Reduced |
| Bogart Wealth, LLC | 63 | $713 | 0.00% | +2+3.3% | Added |
| Plante Moran Financial Advisors, LLC | 64 | $724 | 0.00% | −80−55.6% | Reduced |
| 1620 Investment Advisors, Inc. | 68 | $769 | 0.00% | −43−38.7% | Reduced |
| JPL Wealth Management, LLC | 70 | $792 | 0.00% | −159−69.4% | Reduced |
| Trust Co of Toledo NA | 70 | $792 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 70 | $792 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 71 | $803 | 0.00% | −6−7.8% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 72 | $814 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 72 | $814 | 0.00% | +36+100.0% | Added |
| Bradley & Co. Private Wealth Management, LLC | 78 | $882 | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 80 | $905 | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 80 | $905 | 0.00% | +80 | New |
| Cedar Mountain Advisors, LLC | 81 | $916 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 83 | $939 | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 84 | $950 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 86 | $973 | 0.00% | −814−90.4% | Reduced |
| Abound Wealth Management | 86 | $973 | 0.00% | −512−85.6% | Reduced |
| Bangor Savings Bank | 88 | $995 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 89 | $999 | 0.00% | −1,354−93.8% | Reduced |
| GW&K Investment Management, LLC | 58 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 85 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 51 | $1.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 96 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 90 | $1.02K | 0.00% | −295−76.6% | Reduced |
| Zeit Capital LLC | 90 | $1.02K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 90 | $1.02K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 91 | $1.03K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 92 | $1.04K | 0.00% | −23−20.0% | Reduced |
| First Command Advisory Services, Inc. | 92 | $1.04K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 92 | $1.04K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 92 | $1.04K | 0.00% | +92 | New |
| Basecamp Wealth Advisors LLC | 94 | $1.06K | 0.00% | −322−77.4% | Reduced |
| MV Capital Management, Inc. | 95 | $1.07K | 0.00% | +31+48.4% | Added |
| McDonald Partners LLC | 97 | $1.10K | 0.00% | +97 | New |
| Prestige Wealth Management Group LLC | 99 | $1.12K | 0.00% | +9+10.0% | Added |
| Hilton Head Capital Partners, LLC | 102 | $1.15K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 103 | $1.17K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 110 | $1.24K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 110 | $1.25K | 0.00% | +6+5.8% | Added |
| Salem Investment Counselors Inc | 111 | $1.26K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 114 | $1.29K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 115 | $1.30K | 0.00% | −54,707−99.8% | Reduced |
| Dogwood Wealth Management LLC | 116 | $1.31K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 107 | $1.33K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 102 | $1.33K | 0.00% | −43−29.7% | Reduced |
| BankPlus Trust Department | 120 | $1.36K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 125 | $1.41K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 125 | $1.41K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 125 | $1.41K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 129 | $1.46K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 131 | $1.48K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 128 | $1.49K | 0.00% | −39−23.4% | Reduced |
| CoreCap Advisors, LLC | 132 | $1.49K | 0.00% | −39−22.8% | Reduced |
| West Financial Advisors, LLC | 134 | $1.52K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 135 | $1.53K | 0.00% | −20−12.9% | Reduced |
| Richardson Capital Management LLC | 135 | $1.53K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 43 | $1.54K | 0.00% | +36+514.3% | Added |
| High Note Wealth, LLC | 136 | $1.54K | 0.00% | −155−53.3% | Reduced |
| Highline Wealth Partners LLC | 139 | $1.57K | 0.00% | +68+95.8% | Added |
| Horizon Financial Services, LLC | 139 | $1.57K | 0.00% | +90+183.7% | Added |
| Bayban | 140 | $1.58K | 0.00% | −17−10.8% | Reduced |
| Darwin Advisors, LLC | 141 | $1.59K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 141 | $1.59K | 0.00% | −17−10.8% | Reduced |
| Concord Wealth Partners | 141 | $1.59K | 0.00% | +141 | New |
| Action Point Financial Planning, LLC | 147 | $1.63K | 0.00% | +147 | New |
| Pflug Koory, LLC | 146 | $1.65K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 147 | $1.66K | 0.00% | −818−84.8% | Reduced |