| 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 |
| WestEnd Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| Lee Financial Co | 3 | $0 | 0.00% | +3 | New |
| Kessler Investment Group, LLC | 4 | $0 | 0.00% | +4 | New |
| Financial Synergies Wealth Advisors, Inc. | 6 | $418 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 11 | $762 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 14 | $983 | 0.00% | +14 | New |
| JJJ Advisors Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 18 | $1.00K | 0.00% | +18 | New |
| Aspire Private Capital, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Cary Street Partners Asset Management LLC | 20 | $1.00K | 0.00% | +20 | New |
| Glen Eagle Advisors, LLC | 16 | $1.14K | 0.00% | +9+128.6% | Added |
| Acima Private Wealth, LLC | 22 | $1.53K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 23 | $1.60K | 0.00% | +23 | New |
| Iron Horse Wealth Management, LLC | 30 | $2.00K | 0.00% | −50−62.5% | Reduced |
| Harbor Investment Advisory, LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 22 | $2.00K | 0.00% | +22 | New |
| SJS Investment Consulting Inc. | 32 | $2.00K | 0.00% | +32 | New |
| Loomis Sayles & Co L P | 49 | $3.00K | 0.00% | −60−55.0% | Reduced |
| Norway Savings Bank | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 70 | $3.00K | 0.00% | +70 | New |
| Householder Group Estate & Retirement Specialist, LLC | 44 | $3.00K | 0.00% | +44 | New |
| Tucker Asset Management LLC | 48 | $3.69K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 60 | $4.00K | 0.00% | +4+7.1% | Added |
| TFC Financial Management | 53 | $4.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 51 | $4.00K | 0.00% | +37+264.3% | Added |
| Raffa Wealth Management, LLC | 59 | $4.11K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 65 | $5.00K | 0.00% | −559−89.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 68 | $5.00K | 0.00% | −400−85.5% | Reduced |
| Sandy Spring Bank | 73 | $5.00K | 0.00% | +33+82.5% | Added |
| Tradewinds Capital Management, LLC | 65 | $5.00K | 0.00% | +65 | New |
| Old North State Trust, LLC | 75 | $5.00K | 0.00% | +75 | New |
| PFS Partners, LLC | 74 | $5.16K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 83 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 84 | $6.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 81 | $6.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 100 | $6.97K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 104 | $7.00K | 0.00% | −468−81.8% | Reduced |
| Kozak & Associates, Inc. | 90 | $7.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 94 | $7.00K | 0.00% | +35+59.3% | Added |
| Endurance Wealth Management, Inc. | 120 | $8.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 121 | $8.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 114 | $8.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 110 | $8.00K | 0.00% | −2−1.8% | Reduced |
| Stonebridge Capital Advisors LLC | 116 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 117 | $8.00K | 0.00% | +102+680.0% | Added |
| TD Private Client Wealth LLC | 121 | $8.43K | 0.00% | +47+63.5% | Added |
| Carmichael Hill & Associates, Inc. | 130 | $9.00K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 158 | $11.0K | 0.00% | −1,872−92.2% | Reduced |
| Cranbrook Wealth Management, LLC | 152 | $11.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 163 | $11.0K | 0.00% | +35+27.3% | Added |
| Versant Capital Management, Inc | 169 | $12.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 190 | $13.0K | 0.01% | −4,541−96.0% | Reduced |
| Riverview Trust Co | 186 | $13.0K | 0.01% | +186 | New |
| 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 |
| Financial Management Professionals, Inc. | 202 | $14.0K | 0.00% | +20+11.0% | Added |
| Zions Bancorporation, N.A. | 198 | $14.0K | 0.00% | +14+7.6% | Added |
| Clearstead Advisors, LLC | 201 | $14.0K | 0.00% | +108+116.1% | Added |
| Covestor Ltd | 220 | $15.0K | 0.01% | −2,136−90.7% | Reduced |
| Coastal Capital Group, Inc. | 218 | $15.0K | 0.00% | +1+0.5% | Added |
| Accel Wealth Management | 204 | $15.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 250 | $17.0K | 0.01% | 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 |
| FAI Wealth Management | 247 | $17.0K | 0.02% | +247 | New |
| TCI Wealth Advisors, Inc. | 257 | $18.0K | 0.00% | +148+135.8% | Added |
| Norwood Financial Corp | 275 | $19.0K | 0.03% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 276 | $19.0K | 0.03% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 270 | $19.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 266 | $19.0K | 0.01% | −5−1.8% | Reduced |
| Addison Advisors LLC | 266 | $19.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 292 | $20.0K | 0.00% | +208+247.6% | Added |
| Smithfield Trust Co | 303 | $21.0K | 0.00% | −74−19.6% | Reduced |
| Canton Hathaway, LLC | 300 | $21.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 317 | $22.0K | 0.00% | +317 | New |
| Newbridge Financial Services Group, Inc. | 332 | $23.0K | 0.01% | −85−20.4% | Reduced |
| First Personal Financial Services | 325 | $23.0K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 340 | $24.0K | 0.02% | −20−5.6% | Reduced |
| AdvisorNet Financial, Inc | 369 | $26.0K | 0.00% | +292+379.2% | Added |
| First Horizon Advisors, Inc. | 402 | $27.0K | 0.00% | −14−3.4% | Reduced |
| Heritage Wealth Advisors | 400 | $27.9K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 412 | $28.0K | 0.01% | +3+0.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 400 | $28.0K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 415 | $29.0K | 0.01% | +21+5.3% | Added |
| Asset Dedication, LLC | 416 | $29.0K | 0.00% | +416 | New |
| Caldwell Trust Co | 421 | $29.3K | 0.00% | −200−32.2% | Reduced |
| Coston, McIsaac & Partners | 433 | $30.0K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 424 | $30.0K | 0.02% | 00.0% | Unchanged |