| Central Pacific Bank - Trust Division | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1 | $23 | 0.00% | +1 | New |
| Triumph Capital Management | 1 | $23 | 0.00% | +1 | New |
| 1620 Investment Advisors, Inc. | 2 | $46 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 2 | $47 | 0.00% | +2 | New |
| Graney & King, LLC | 2 | $50 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 2 | $61 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $69 | 0.00% | +3 | New |
| Curio Wealth, LLC | 3 | $69 | 0.00% | +3 | New |
| Ameriflex Group, Inc. | 4 | $92 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $96 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $115 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $115 | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 5 | $115 | 0.00% | +5 | New |
| Creative Capital Management Investments LLC | 5 | $115 | 0.00% | +5 | New |
| Minot DeBlois Advisors LLC | 6 | $138 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 7 | $162 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 7 | $162 | 0.00% | +7 | New |
| HFM Investment Advisors, LLC | 7 | $162 | 0.00% | +7 | New |
| Duncker Streett & Co Inc | 8 | $185 | 0.00% | 00.0% | Unchanged |
| Trust Co | 10 | $234 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 12 | $276 | 0.00% | +1+9.1% | Added |
| Twin Peaks Wealth Advisors, LLC | 12 | $277 | 0.00% | +12 | New |
| SOA Wealth Advisors, LLC. | 13 | $300 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 13 | $301 | 0.00% | +7+116.7% | Added |
| YANKCOM Partnership | 15 | $346 | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 18 | $415 | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 19 | $439 | 0.00% | +19 | New |
| Moisand Fitzgerald Tamayo, LLC | 20 | $462 | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 20 | $462 | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 20 | $462 | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 22 | $508 | 0.00% | +1+4.8% | Added |
| TFC Financial Management | 23 | $531 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 23 | $538 | 0.00% | +23 | New |
| Pacific Center for Financial Services | 25 | $577 | 0.00% | +25 | New |
| Sittner & Nelson, LLC | 25 | $585 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 26 | $600 | 0.00% | +26 | New |
| South State Corp. | 27 | $624 | 0.00% | −23−46.0% | Reduced |
| N.E.W. Advisory Services LLC | 28 | $646 | 0.00% | −7,624−99.6% | Reduced |
| Salem Investment Counselors Inc | 30 | $693 | 0.00% | +30 | New |
| International Assets Investment Management, LLC | 30 | $702 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 31 | $715 | 0.00% | +11+55.0% | Added |
| Mountain Hill Investment Partners Corp. | 31 | $715 | 0.00% | +31 | New |
| Align Financial, LLC | 35 | $808 | 0.00% | −665−95.0% | Reduced |
| Smartleaf Asset Management LLC | 37 | $842 | 0.00% | +23+164.3% | Added |
| William B. Walkup & Associates, Inc. | 38 | $858 | 0.00% | +38 | New |
| Country Trust Bank | 40 | $923 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 40 | $923 | 0.00% | +40 | New |
| Kilter Group LLC | 41 | $947 | 0.00% | +41 | New |
| Glen Eagle Advisors, LLC | 44 | $1.02K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 50 | $1.15K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 50 | $1.15K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 50 | $1.15K | 0.00% | +50 | New |
| Bruce G. Allen Investments, LLC | 52 | $1.20K | 0.00% | −17−24.6% | Reduced |
| Basepoint Wealth LLC | 53 | $1.23K | 0.00% | +1+1.9% | Added |
| Fortitude Family Office, LLC | 54 | $1.25K | 0.00% | +54 | New |
| Key Financial Inc | 56 | $1.29K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 57 | $1.32K | 0.00% | +57 | New |
| Glass Jacobson Investment Advisors llc | 60 | $1.39K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 65 | $1.50K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 73 | $1.69K | 0.00% | +39+114.7% | Added |
| Keating Financial Advisory Services, Inc. | 76 | $1.75K | 0.00% | +66+660.0% | Added |
| Financial Consulate, Inc | 76 | $1.75K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 80 | $1.85K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 84 | $1.94K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 75 | $2.00K | 0.00% | −106−58.6% | Reduced |
| Capital Analysts, LLC | 103 | $2.00K | 0.00% | +2+2.0% | Added |
| Center for Financial Planning, Inc. | 88 | $2.03K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 91 | $2.10K | 0.00% | +91 | Added |
| Cherry Tree Wealth Management, LLC | 92 | $2.12K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 98 | $2.25K | 0.00% | +98 | New |
| Cullen/Frost Bankers, Inc. | 100 | $2.31K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 100 | $2.31K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $2.31K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 100 | $2.31K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 100 | $2.31K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 100 | $2.31K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 100 | $2.31K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 100 | $2.31K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 103 | $2.37K | 0.00% | +103 | New |
| Princeton Global Asset Management LLC | 108 | $2.49K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 110 | $2.54K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 110 | $2.54K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 111 | $2.56K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 112 | $2.58K | 0.00% | +12+12.0% | Added |
| Cornerstone Planning Group LLC | 100 | $2.64K | 0.00% | +100 | New |
| Bayforest Capital Ltd | 115 | $2.65K | 0.00% | +115 | New |
| Creative Financial Designs Inc | 116 | $2.68K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 117 | $2.70K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 126 | $2.90K | 0.00% | +126 | New |
| Bell Investment Advisors, Inc | 126 | $2.91K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 128 | $2.96K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 135 | $3.00K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 136 | $3.15K | 0.00% | +25+22.5% | Added |
| SHP Wealth Management | 141 | $3.25K | 0.00% | +95+206.5% | Added |
| TD Waterhouse Canada Inc. | 143 | $3.33K | 0.00% | −1,867−92.9% | Reduced |
| West Financial Advisors, LLC | 154 | $3.55K | 0.00% | +2+1.3% | Added |
| Archer Investment Corp | 159 | $3.67K | 0.00% | +1+0.6% | Added |
| Whittier Trust Co of Nevada Inc | 167 | $3.91K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 168 | $3.93K | 0.00% | +168 | New |