| First PREMIER Bank | 5 | $0 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| ACG Wealth | 2 | $0 | 0.00% | +2 | New |
| Financial Synergies Wealth Advisors, Inc. | 6 | $429 | 0.00% | +6 | New |
| Glen Eagle Advisors, LLC | 7 | $518 | 0.00% | −16−69.6% | Reduced |
| Financial Perspectives, Inc | 11 | $774 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Crewe Advisors LLC | 14 | $1.00K | 0.00% | +14 | New |
| Wolff Wiese Magana LLC | 15 | $1.00K | 0.00% | +15 | New |
| Ronald Blue Trust, Inc. | 15 | $1.00K | 0.00% | +15 | New |
| Castleview Partners, LLC | 20 | $1.03K | 0.00% | −3,224−99.4% | Reduced |
| Acima Private Wealth, LLC | 22 | $1.57K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $2.00K | 0.00% | – | – |
| Sierra Capital LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 36 | $3.00K | 0.00% | −1−2.7% | Reduced |
| Hanson & Doremus Investment Management | 36 | $3.00K | 0.00% | +36 | New |
| Tucker Asset Management LLC | 48 | $3.42K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 59 | $4.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 56 | $4.00K | 0.00% | +12+27.3% | Added |
| Norway Savings Bank | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 56 | $4.00K | 0.00% | +11+24.4% | Added |
| TFC Financial Management | 53 | $4.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 59 | $4.21K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 77 | $5.00K | 0.00% | +15+24.2% | Added |
| TD Private Client Wealth LLC | 74 | $5.28K | 0.00% | −26−26.0% | Reduced |
| PFS Partners, LLC | 74 | $5.28K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 83 | $6.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 84 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 84 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 90 | $6.00K | 0.00% | +2+2.3% | Added |
| Iron Horse Wealth Management, LLC | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 81 | $6.00K | 0.00% | +27+50.0% | Added |
| Clearstead Advisors, LLC | 93 | $7.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 92 | $7.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 100 | $7.00K | 0.01% | +100 | New |
| Steward Financial Group LLC | 105 | $7.00K | 0.01% | +105 | New |
| Archer Investment Corp | 100 | $7.13K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 100 | $7.13K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 112 | $8.00K | 0.00% | −12−9.7% | Reduced |
| Earnest Partners LLC | 114 | $8.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 109 | $8.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 109 | $8.00K | 0.00% | +19+21.1% | Added |
| Stonebridge Capital Advisors LLC | 116 | $8.00K | 0.00% | +66+132.0% | Added |
| Farmers & Merchants Investments Inc | 128 | $9.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 120 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 125 | $9.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 121 | $9.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 130 | $9.00K | 0.01% | +50+62.5% | Added |
| Cranbrook Wealth Management, LLC | 152 | $11.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 151 | $11.0K | 0.00% | +44+41.1% | Added |
| Total Clarity Wealth Management, Inc. | 150 | $11.0K | 0.01% | +150 | New |
| Versant Capital Management, Inc | 169 | $12.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 184 | $13.0K | 0.00% | +9+5.1% | Added |
| Financial Management Professionals, Inc. | 182 | $13.0K | 0.00% | +106+139.5% | Added |
| Duncker Streett & Co Inc | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 200 | $14.0K | 0.02% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 217 | $15.0K | 0.00% | +2+0.9% | Added |
| Accel Wealth Management | 204 | $15.0K | 0.01% | 00.0% | Unchanged |
| Motco | 226 | $16.0K | 0.00% | −96,319−99.8% | Reduced |
| Charter Oak Capital Management, LLC | 229 | $16.0K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 240 | $17.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 240 | $17.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 250 | $18.0K | 0.01% | +250 | New |
| Independence Bank of Kentucky | 270 | $19.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 271 | $19.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 266 | $19.0K | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 280 | $20.0K | 0.00% | −259−48.1% | Reduced |
| Strategic Asset Management, LLC | 276 | $20.0K | 0.03% | −100−26.6% | Reduced |
| Norwood Financial Corp | 275 | $20.0K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 300 | $21.0K | 0.01% | −300−50.0% | Reduced |
| Annapolis Financial Services, LLC | 289 | $21.0K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 300 | $21.0K | 0.01% | +300 | New |
| Canton Hathaway, LLC | 300 | $21.0K | 0.01% | +300 | New |
| Parkside Financial Bank & Trust | 314 | $22.0K | 0.01% | −43−12.0% | Reduced |
| Hallmark Capital Management Inc | 306 | $22.0K | 0.00% | +306 | New |
| First Personal Financial Services | 325 | $23.0K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 360 | $26.0K | 0.02% | +4+1.1% | Added |
| Investment Research & Advisory Group, Inc. | 369 | $26.0K | 0.02% | +369 | New |
| Smithfield Trust Co | 377 | $27.0K | 0.00% | +53+16.4% | Added |
| Capital Advisors, Ltd. LLC | 390 | $28.0K | 0.01% | −187−32.4% | Reduced |
| Glassman Wealth Services | 394 | $28.0K | 0.01% | +35+9.7% | Added |
| First Horizon Advisors, Inc. | 416 | $28.0K | 0.00% | +223+115.5% | Added |
| Bell Investment Advisors, Inc | 394 | $28.0K | 0.01% | +394 | New |
| Ancora Advisors, LLC | 400 | $29.0K | 0.00% | −100−20.0% | Reduced |
| Webster Bank, N. A. | 400 | $29.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 409 | $29.0K | 0.01% | +3+0.7% | Added |
| Heritage Wealth Advisors | 400 | $29.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 400 | $29.0K | 0.02% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 424 | $30.0K | 0.02% | 00.0% | Unchanged |