| LGT Group Foundation | 198,850 | $0 | 0.00% | +11,542+6.2% | Added |
| LGT Fund Management Co Ltd. | 28,171 | $0 | 0.00% | +28,171 | New |
| Y.D. More Investments Ltd | 215 | $146 | 0.00% | +215 | New |
| DHJJ Financial Advisors, Ltd. | 1 | $256 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $510 | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 3 | $765 | 0.00% | +3 | New |
| Great Lakes Retirement, Inc. | 3 | $823 | 0.00% | −2,825−99.9% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 4 | $1.02K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 5 | $1.27K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.28K | 0.00% | +5 | New |
| ClariVest Asset Management LLC | 5 | $1.31K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 6 | $1.53K | 0.00% | +6 | New |
| WealthCollab, LLC | 7 | $1.79K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 8 | $2.04K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 8 | $2.04K | 0.00% | 00.0% | Unchanged |
| Motco | 8 | $2.04K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 8 | $2.04K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 9 | $2.30K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 9 | $2.30K | 0.00% | +3+50.0% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 9 | $2.30K | 0.00% | +9 | New |
| SIMA Wealth Partners, LLC | 9 | $2.30K | 0.00% | +9 | New |
| William B. Walkup & Associates, Inc. | 10 | $2.55K | 0.00% | +10 | New |
| Adirondack Trust Co | 11 | $2.81K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 11 | $2.81K | 0.00% | +11 | New |
| Highline Wealth Partners LLC | 12 | $3.06K | 0.00% | +6+100.0% | Added |
| MeadowBrook Investment Advisors LLC | 13 | $3.32K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 13 | $3.32K | 0.00% | +13 | New |
| Fairscale Capital, LLC | 14 | $3.66K | 0.00% | +14 | New |
| First Community Trust NA | 15 | $3.83K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 16 | $4.21K | 0.00% | +16 | New |
| North Star Investment Management Corp. | 17 | $4.34K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 17 | $4.34K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 17 | $4.34K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 18 | $4.59K | 0.00% | +18 | New |
| Pin Oak Investment Advisors Inc | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 21 | $5.36K | 0.00% | +21 | New |
| First PREMIER Bank | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 25 | $6.38K | 0.00% | +6+31.6% | Added |
| Stephens Consulting, LLC | 25 | $6.38K | 0.00% | +25 | New |
| Institutional & Family Asset Management, LLC | 26 | $6.63K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 27 | $6.89K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 29 | $7.00K | 0.00% | +29 | New |
| Silicon Valley Capital Partners | 28 | $7.17K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 30 | $7.65K | 0.00% | +10+50.0% | Added |
| Dunhill Financial, LLC | 33 | $8.51K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 35 | $8.93K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 35 | $8.93K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 36 | $9.00K | 0.01% | −43−54.4% | Reduced |
| Ulland Investment Advisors, LLC | 35 | $9.00K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 35 | $9.00K | 0.00% | +35 | New |
| Albion Financial Group | 35 | $9.01K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 36 | $9.18K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 36 | $9.33K | 0.00% | +36 | New |
| Red Tortoise LLC | 39 | $9.95K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 39 | $9.95K | 0.01% | +39 | New |
| Cornerstone Planning Group LLC | 41 | $11.0K | 0.00% | +3+7.9% | Added |
| Wiser Advisor Group LLC | 44 | $11.1K | 0.02% | +1+2.3% | Added |
| Clear Point Advisors Inc. | 44 | $11.2K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 44 | $11.2K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 46 | $11.7K | 0.00% | +18+64.3% | Added |
| Cassady Schiller Wealth Management, LLC | 47 | $12.0K | 0.00% | −300−86.5% | Reduced |
| Ogorek Anthony Joseph | 48 | $12.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 48 | $12.2K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 48 | $12.2K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 49 | $12.5K | 0.01% | +49 | New |
| Chesapeake Asset Management LLC | 50 | $12.8K | 0.01% | −10−16.7% | Reduced |
| Frazier Financial Advisors, LLC | 52 | $13.3K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 53 | $13.5K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 57 | $14.0K | 0.00% | +2+3.6% | Added |
| Redmont Wealth Advisors LLC | 58 | $14.8K | 0.02% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 59 | $15.1K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 59 | $15.1K | 0.00% | −173−74.6% | Reduced |
| Continuum Advisory, LLC | 62 | $15.8K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 63 | $16.2K | 0.00% | +5+8.6% | Added |
| Toth Financial Advisory Corp | 65 | $16.6K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 65 | $16.6K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 66 | $16.8K | 0.01% | −158−70.5% | Reduced |
| Abound Wealth Management | 66 | $16.8K | 0.01% | +6+10.0% | Added |
| Opal Wealth Advisors, LLC | 67 | $17.1K | 0.01% | +67 | New |
| Semmax Financial Advisors Inc. | 65 | $17.4K | 0.01% | +65 | New |
| Mascoma Wealth Management LLC | 69 | $17.6K | 0.00% | +40+137.9% | Added |
| Coppell Advisory Solutions LLC | 69 | $17.6K | 0.00% | +69 | New |
| Northwest Bank & Trust Co | 72 | $18.4K | 0.02% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 76 | $19.4K | 0.00% | +29+61.7% | Added |
| Valued Wealth Advisors LLC | 78 | $20.0K | 0.01% | +12+18.2% | Added |
| Atlantic Trust, LLC | 80 | $20.4K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 81 | $20.7K | 0.00% | −35−30.2% | Reduced |
| Capital Advisors, Ltd. LLC | 82 | $21.0K | 0.00% | +14+20.6% | Added |
| Ibex Wealth Advisors | 83 | $21.1K | 0.00% | −11,152−99.3% | Reduced |
| Barrett & Company, Inc. | 84 | $21.4K | 0.01% | 00.0% | Unchanged |
| Breakwater Investment Management | 85 | $21.7K | 0.01% | +50+142.9% | Added |
| Proffitt & Goodson Inc | 86 | $21.9K | 0.00% | +86 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 89 | $22.7K | 0.01% | +29+48.3% | Added |
| GoalVest Advisory LLC | 90 | $23.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 94 | $24.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 97 | $24.7K | 0.00% | +42+76.4% | Added |
| Pathway Financial Advisers, LLC | 99 | $25.2K | 0.01% | +1+1.0% | Added |
| Laurel Wealth Advisors LLC | 99 | $25.3K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 100 | $25.5K | 0.00% | −281−73.8% | Reduced |
