| First PREMIER Bank | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 2 | $119 | 0.00% | +2 | New |
| West Paces Advisors Inc. | 3 | $179 | 0.00% | +3 | New |
| Kessler Investment Group, LLC | 4 | $238 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $238 | 0.00% | +4 | New |
| Robbins Farley LLC | 5 | $298 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 6 | $357 | 0.00% | +6 | New |
| Financial Synergies Wealth Advisors, Inc. | 6 | $358 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 8 | $404 | 0.00% | −10−55.6% | Reduced |
| True Wealth Design, LLC | 9 | $536 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 9 | $536 | 0.00% | +9 | New |
| Aspire Private Capital, LLC | 10 | $595 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 11 | $675 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 15 | $871 | 0.00% | +1+7.1% | Added |
| Wolff Wiese Magana LLC | 15 | $893 | 0.00% | +15 | New |
| SkyView Investment Advisors, LLC | 13 | $1.00K | 0.00% | −35−72.9% | Reduced |
| KB Financial Partners, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 12 | $1.00K | 0.00% | +12 | New |
| Sittner & Nelson, LLC | 20 | $1.19K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 21 | $1.25K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 22 | $1.31K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 25 | $1.49K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 27 | $1.61K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 27 | $1.61K | 0.00% | +27 | New |
| Cornerstone Planning Group LLC | 29 | $1.73K | 0.00% | +21+262.5% | Added |
| Harbor Investment Advisory, LLC | 32 | $1.90K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 32 | $1.91K | 0.00% | +32 | New |
| SJS Investment Consulting Inc. | 44 | $2.62K | 0.00% | −2−4.3% | Reduced |
| Larson Financial Group LLC | 45 | $2.68K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 48 | $2.86K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 48 | $2.86K | 0.00% | +48 | New |
| Benjamin Edwards Inc | 52 | $3.00K | 0.00% | −2,999−98.3% | Reduced |
| SRS Capital Advisors, Inc. | 53 | $3.15K | 0.00% | +1+1.9% | Added |
| TFC Financial Management | 53 | $3.17K | 0.00% | +6+12.8% | Added |
| Zions Bancorporation, N.A. | 61 | $3.63K | 0.00% | −4−6.2% | Reduced |
| AdvisorNet Financial, Inc | 62 | $3.69K | 0.00% | −214−77.5% | Reduced |
| Motco | 66 | $3.93K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 67 | $3.98K | 0.00% | −24−26.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 68 | $4.05K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 68 | $4.05K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 68 | $4.05K | 0.00% | +8+13.3% | Added |
| Eagle Bay Advisors LLC | 73 | $4.34K | 0.00% | −17−18.9% | Reduced |
| Avalon Trust Co | 73 | $4.34K | 0.00% | +73 | New |
| PFS Partners, LLC | 74 | $4.40K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 94 | $4.72K | 0.00% | +1+1.1% | Added |
| Raffa Wealth Management, LLC | 80 | $4.76K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 80 | $4.76K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 83 | $4.94K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 92 | $5.00K | 0.00% | −105−53.3% | Reduced |
| Global Financial Private Client, LLC | 112 | $5.88K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 100 | $5.95K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 100 | $5.95K | 0.00% | +5+5.3% | Added |
| Avion Wealth | 124 | $6.00K | 0.00% | +9+7.8% | Added |
| Colonial Trust Co | 102 | $6.07K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 103 | $6.11K | 0.00% | −6−5.5% | Reduced |
| Liberty One Investment Management, LLC | 108 | $6.44K | 0.00% | +1+0.9% | Added |
| PFG Private Wealth Management, LLC | 109 | $6.49K | 0.00% | −52−32.3% | Reduced |
| Earnest Partners LLC | 114 | $6.78K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 119 | $7.08K | 0.00% | −78−39.6% | Reduced |
| TD Private Client Wealth LLC | 123 | $7.32K | 0.00% | +43+53.8% | Added |
| Financial Freedom, LLC | 126 | $7.51K | 0.01% | +1+0.8% | Added |
| Financial Management Professionals, Inc. | 139 | $8.00K | 0.00% | +29+26.4% | Added |
| Sandy Spring Bank | 140 | $8.33K | 0.00% | −261−65.1% | Reduced |
| Provence Wealth Management Group | 143 | $8.51K | 0.01% | +143 | New |
| Migdal Insurance & Financial Holdings Ltd. | 158 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 152 | $9.05K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 160 | $9.52K | 0.00% | +49+44.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 171 | $10.2K | 0.01% | +171 | New |
| FinTrust Capital Advisors, LLC | 174 | $10.4K | 0.00% | +24+16.0% | Added |
| Carmel Capital Partners, LLC | 183 | $10.9K | 0.00% | +183 | New |
| Strengthening Families & Communities, LLC | 179 | $11.0K | 0.00% | +1+0.6% | Added |
| Thompson Investment Management, Inc. | 186 | $11.1K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 192 | $11.4K | 0.00% | +51+36.2% | Added |
| Barrett & Company, Inc. | 200 | $11.9K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 200 | $11.9K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 200 | $11.9K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 200 | $11.9K | 0.01% | +200 | New |
| Clearstead Advisors, LLC | 201 | $12.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 200 | $12.0K | 0.00% | −50−20.0% | Reduced |
| Delos Wealth Advisors, LLC | 200 | $12.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 215 | $13.0K | 0.01% | −28−11.5% | Reduced |
| ORG Partners LLC | 222 | $13.2K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 245 | $14.1K | 0.00% | −4,593−94.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 238 | $14.2K | 0.01% | +26+12.3% | Added |
| First Command Advisory Services, Inc. | 240 | $14.3K | 0.00% | +240 | New |
| Orion Capital Management LLC | 250 | $14.9K | 0.01% | +250 | New |
| Venturi Wealth Management, LLC | 252 | $15.0K | 0.00% | +252 | New |
| Capital Advisors, Ltd. LLC | 250 | $15.0K | 0.00% | −39−13.5% | Reduced |
| New England Capital Financial Advisors LLC | 252 | $15.0K | 0.01% | +2+0.8% | Added |
| Prestige Wealth Management Group LLC | 254 | $15.1K | 0.00% | −148−36.8% | Reduced |
| Intrepid Capital Management Inc | 264 | $15.7K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 265 | $15.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 273 | $16.2K | 0.00% | −159−36.8% | Reduced |
| Pflug Koory, LLC | 275 | $16.4K | 0.01% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 250 | $16.9K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 298 | $17.7K | 0.01% | +298 | New |
| Bank of New Hampshire | 300 | $17.9K | 0.01% | −30−9.1% | Reduced |
| EverSource Wealth Advisors, LLC | 308 | $18.3K | 0.00% | −91−22.8% | Reduced |
| GW&K Investment Management, LLC | 311 | $19.0K | 0.00% | +198+175.2% | Added |
| First Personal Financial Services | 325 | $19.3K | 0.01% | 00.0% | Unchanged |