| First PREMIER Bank | 85 | $0 | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 138 | $0 | 0.00% | +112+430.8% | Added |
| PrairieView Partners, LLC | 5 | $0 | 0.00% | −40−88.9% | Reduced |
| Bessemer Group Inc | 21 | $0 | 0.00% | +21 | New |
| TFC Financial Management | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 1 | $6 | 0.00% | +1 | New |
| Tucker Asset Management LLC | 2 | $11 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $11 | 0.00% | +2 | New |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $17 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 4 | $22 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 4 | $22 | 0.00% | +4 | New |
| Insight Financial Services | 8 | $44 | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 8 | $45 | 0.00% | +8 | New |
| Macroview Investment Management LLC | 10 | $56 | 0.00% | −585−98.3% | Reduced |
| Global Trust Asset Management, LLC | 10 | $56 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 10 | $56 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 11 | $61 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 15 | $84 | 0.00% | +15 | New |
| Kelly Financial Services LLC | 16 | $89 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 22 | $123 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 34 | $140 | 0.00% | +34 | New |
| Tompkins Financial Corp | 30 | $168 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 45 | $252 | 0.00% | +45 | New |
| Fortis Group Advisors, LLC | 48 | $268 | 0.00% | +48 | New |
| Global Wealth Strategies & Associates | 50 | $280 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 50 | $280 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 50 | $280 | 0.00% | +50 | New |
| St Germain D J Co Inc | 57 | $319 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 60 | $336 | 0.00% | −50−45.5% | Reduced |
| Beacon Capital Management, LLC | 50 | $345 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 90 | $503 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 90 | $504 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 92 | $514 | 0.00% | −80−46.5% | Reduced |
| AdvisorNet Financial, Inc | 92 | $514 | 0.00% | +42+84.0% | Added |
| Iron Horse Wealth Management, LLC | 94 | $525 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 100 | $559 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $559 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 100 | $559 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $559 | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 100 | $559 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 100 | $559 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 100 | $559 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 100 | $559 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 101 | $566 | 0.00% | +53+110.4% | Added |
| Colonial Trust Advisors | 105 | $587 | 0.00% | −20−16.0% | Reduced |
| Central Trust Co | 110 | $615 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 127 | $710 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 130 | $727 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 170 | $950 | 0.00% | +150+750.0% | Added |
| Prestige Wealth Management Group LLC | 175 | $979 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 263 | $1.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 95 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 277 | $1.00K | 0.00% | +277 | New |
| Clear Street Markets LLC | 255 | $1.00K | 0.00% | +255 | New |
| Steward Financial Group LLC | 252 | $1.00K | 0.00% | +252 | New |
| VisionPoint Advisory Group, LLC | 199 | $1.11K | 0.00% | +197+9,850.0% | Added |
| Savior LLC | 200 | $1.12K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 211 | $1.18K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 225 | $1.26K | 0.00% | −248−52.4% | Reduced |
| Ritter Daniher Financial Advisory LLC | 225 | $1.26K | 0.00% | +75+50.0% | Added |
| Washington Trust Co | 227 | $1.27K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 239 | $1.34K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 252 | $1.41K | 0.00% | +66+35.5% | Added |
| JFS Wealth Advisors, LLC | 254 | $1.42K | 0.00% | +254 | New |
| Allspring Global Investments Holdings, LLC | 272 | $1.52K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 276 | $1.54K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 282 | $1.58K | 0.00% | +239+555.8% | Added |
| ZRC Wealth Management, LLC | 287 | $1.60K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 300 | $1.68K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 300 | $1.68K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 354 | $1.98K | 0.00% | +100+39.4% | Added |
| Foster Dykema Cabot & Co Inc | 437 | $2.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 350 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 325 | $2.00K | 0.00% | +300+1,200.0% | Added |
| Avion Wealth | 523 | $2.00K | 0.00% | +449+606.8% | Added |
| Bell Investment Advisors, Inc | 386 | $2.16K | 0.00% | −58−13.1% | Reduced |
| Peoples Financial Services Corp. | 400 | $2.24K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 400 | $2.24K | 0.00% | +100+33.3% | Added |
| Legacy Financial Group LLC | 400 | $2.24K | 0.00% | +400 | New |
| CGC Financial Services, LLC | 409 | $2.29K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 414 | $2.32K | 0.00% | +65+18.6% | Added |
| Versant Capital Management, Inc | 418 | $2.34K | 0.00% | +368+736.0% | Added |
| Salem Investment Counselors Inc | 445 | $2.49K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 450 | $2.52K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 450 | $2.52K | 0.00% | +30+7.1% | Added |
| Farther Finance Advisors, LLC | 457 | $2.56K | 0.00% | −104−18.5% | Reduced |
| Point72 Asset Management, L.P. | 484 | $2.71K | 0.00% | +484 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 500 | $2.79K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 500 | $2.79K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $2.79K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 500 | $2.79K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 544 | $3.04K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 586 | $3.28K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 600 | $3.35K | 0.00% | −200−25.0% | Reduced |
| SOA Wealth Advisors, LLC. | 608 | $3.40K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 680 | $3.77K | 0.00% | 00.0% | Unchanged |