| First PREMIER Bank | 6 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 3 | $0 | 0.00% | +3 | New |
| McClarren Financial Advisors, Inc. | 292 | $22 | 0.02% | +220+305.6% | Added |
| Perritt Capital Management Inc | 1 | $78 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1 | $78 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 2 | $156 | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 2 | $156 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 2 | $156 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 3 | $234 | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 4 | $305 | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 4 | $312 | 0.00% | −20−83.3% | Reduced |
| Deane Retirement Strategies, Inc. | 4 | $312 | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 4 | $312 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 4 | $312 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 4 | $312 | 0.00% | +4 | New |
| Live Oak Investment Partners | – | $312 | 0.00% | – | New |
| WestEnd Advisors, LLC | 5 | $390 | 0.00% | −1−16.7% | Reduced |
| ClariVest Asset Management LLC | 5 | $394 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 6 | $468 | 0.00% | −10−62.5% | Reduced |
| Goodman Advisory Group, LLC | 6 | $468 | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 6 | $468 | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 6 | $468 | 0.00% | +6 | New |
| FWL Investment Management, LLC | 6 | $468 | 0.00% | +6 | New |
| Raffa Wealth Management, LLC | 7 | $545 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 7 | $545 | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 7 | $545 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 7 | $562 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 8 | $619 | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 8 | $623 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 9 | $701 | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 10 | $779 | 0.00% | +10 | New |
| Trifecta Capital Advisors, LLC | 11 | $858 | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 12 | $935 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 12 | $937 | 0.00% | −4−25.0% | Reduced |
| Dogwood Wealth Management LLC | 12 | $942 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 12 | $1.02K | 0.00% | +12 | New |
| HWG Holdings LP | 14 | $1.09K | 0.00% | +14 | New |
| LGT Financial Advisors LLC | 15 | $1.17K | 0.00% | −1,250−98.8% | Reduced |
| MeadowBrook Investment Advisors LLC | 16 | $1.25K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 17 | $1.32K | 0.00% | −112−86.8% | Reduced |
| Pineridge Advisors LLC | 18 | $1.40K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 19 | $1.48K | 0.00% | −8−29.6% | Reduced |
| Highline Wealth Partners LLC | 20 | $1.56K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 20 | $1.56K | 0.00% | +2+11.1% | Added |
| Newton One Investments LLC | 20 | $1.56K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 21 | $1.64K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 21 | $1.64K | 0.00% | +21 | New |
| Wolff Wiese Magana LLC | 21 | $1.64K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 23 | $1.79K | 0.00% | +1+4.5% | Added |
| Tucker Asset Management LLC | 24 | $1.87K | 0.00% | +20+500.0% | Added |
| ZRC Wealth Management, LLC | 24 | $1.87K | 0.00% | +4+20.0% | Added |
| Vermillion & White Wealth Management Group, LLC | 25 | $1.95K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 26 | $2.03K | 0.00% | −11−29.7% | Reduced |
| Guardian Wealth Management, Inc. | 26 | $2.03K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 23 | $2.09K | 0.00% | +23 | New |
| Grayhawk Investment Strategies Inc. | 27 | $2.10K | 0.01% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 27 | $2.10K | 0.00% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 28 | $2.18K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 28 | $2.18K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 28 | $2.18K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 28 | $2.18K | 0.00% | +15+115.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 26 | $2.26K | 0.00% | −3−10.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 30 | $2.34K | 0.00% | −47−61.0% | Reduced |
| Stephens Consulting, LLC | 31 | $2.42K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 31 | $2.42K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 31 | $2.42K | 0.00% | +31 | New |
| Burkett Financial Services, LLC | 31 | $2.42K | 0.00% | 00.0% | Unchanged |
| Capital Management Associates | 33 | $2.57K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 33 | $2.57K | 0.00% | −18−35.3% | Reduced |
| Citadel Advisors LLC | 34 | $2.65K | 0.00% | −2,210,418−100.0% | Reduced |
| Motco | 34 | $2.65K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 35 | $2.73K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 35 | $2.73K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 35 | $2.73K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 36 | $2.81K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 36 | $2.81K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 37 | $2.88K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 37 | $2.88K | 0.00% | +37 | New |
| Capital Advisors, Ltd. LLC | 42 | $3.00K | 0.00% | −10−19.2% | Reduced |
| Penserra Capital Management LLC | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 33 | $3.00K | 0.00% | +30+1,000.0% | Added |
| True Wealth Design, LLC | 40 | $3.12K | 0.00% | +17+73.9% | Added |
| HighMark Wealth Management LLC | 40 | $3.12K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 41 | $3.19K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 41 | $3.19K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 41 | $3.19K | 0.00% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 41 | $3.19K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 41 | $3.19K | 0.00% | +31+310.0% | Added |
| TruNorth Capital Management, LLC | 41 | $3.19K | 0.00% | +41 | New |
| Iron Horse Wealth Management, LLC | 42 | $3.27K | 0.00% | +18+75.0% | Added |
| Frazier Financial Advisors, LLC | 42 | $3.27K | 0.00% | +8+23.5% | Added |
| Emfo, LLC | 43 | $3.35K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 43 | $3.35K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 43 | $3.35K | 0.00% | +10+30.3% | Added |
| Macroview Investment Management LLC | 43 | $3.36K | 0.00% | −1−2.3% | Reduced |
| Fairway Wealth LLC | 44 | $3.43K | 0.00% | +39+780.0% | Added |