| First PREMIER Bank | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1 | $5 | 0.00% | −216−99.5% | Reduced |
| Total Investment Management Inc | 1 | $5 | 0.00% | +1 | New |
| SWAN Capital LLC | 1 | $5 | 0.00% | +1 | New |
| VSM Wealth Advisory, LLC | 2 | $11 | 0.00% | +2 | New |
| Kimelman & Baird, LLC | 4 | $21 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $21 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 4 | $21 | 0.00% | +4 | New |
| North Capital, Inc. | 6 | $31 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 6 | $32 | 0.00% | +6 | New |
| Sterling Capital Management LLC | 10 | $52 | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 13 | $53 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 10 | $54 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 11 | $57 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 11 | $57 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 12 | $62 | 0.00% | +12 | New |
| Fourth Dimension Wealth, LLC | 13 | $67 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $68 | 0.00% | −26−66.7% | Reduced |
| Barrett & Company, Inc. | 14 | $73 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 16 | $82 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 20 | $104 | 0.00% | +20 | New |
| Farmers & Merchants Investments Inc | 21 | $109 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 24 | $124 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 25 | $130 | 0.00% | −20−44.4% | Reduced |
| Copia Wealth Management | 25 | $130 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 26 | $136 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 29 | $150 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 32 | $166 | 0.00% | −114−78.1% | Reduced |
| Ameritas Advisory Services, LLC | 33 | $171 | 0.00% | +33 | New |
| Strategic Wealth Partners, Ltd. | 34 | $176 | 0.00% | +34 | New |
| Signature Resources Capital Management, LLC | 35 | $181 | 0.00% | +35 | New |
| Cherry Tree Wealth Management, LLC | 39 | $203 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 40 | $207 | 0.00% | −2,168−98.2% | Reduced |
| Mascoma Wealth Management LLC | 40 | $207 | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 42 | $215 | 0.00% | +1+2.4% | Added |
| Financial Perspectives, Inc | 48 | $249 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $259 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 50 | $259 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 50 | $259 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 53 | $275 | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 54 | $280 | 0.00% | +54 | New |
| Oakworth Capital, Inc. | 54 | $280 | 0.00% | +54 | New |
| Salomon & Ludwin, LLC | 67 | $348 | 0.00% | +67 | New |
| PFS Partners, LLC | 69 | $358 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 78 | $404 | 0.00% | +78 | New |
| Logan Capital Management Inc | 79 | $409 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 87 | $451 | 0.00% | +87 | New |
| Hurley Capital, LLC | 90 | $466 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 92 | $477 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 94 | $487 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 100 | $518 | 0.00% | 00.0% | Unchanged |
| Security National Bank | 100 | $518 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 100 | $518 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 100 | $518 | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $518 | 0.00% | 00.0% | Unchanged |
| United Community Bank | 100 | $518 | 0.00% | +100 | New |
| Mount Yale Investment Advisors, LLC | 106 | $547 | 0.00% | +106 | New |
| Bruce G. Allen Investments, LLC | 137 | $710 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 150 | $777 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 162 | $839 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 164 | $850 | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 169 | $875 | 0.00% | +1+0.6% | Added |
| Concord Wealth Partners | 173 | $894 | 0.00% | +1+0.6% | Added |
| NBC Securities, Inc. | 300 | $1.00K | 0.00% | −33−9.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 200 | $1.04K | 0.00% | −100−33.3% | Reduced |
| Tompkins Financial Corp | 200 | $1.04K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 200 | $1.04K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 200 | $1.04K | 0.00% | +100+100.0% | Added |
| MorganRosel Wealth Management, LLC | 200 | $1.04K | 0.00% | +200 | New |
| Traub Capital Management LLC | 203 | $1.05K | 0.00% | +203 | New |
| UMA Financial Services, Inc. | 212 | $1.10K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 215 | $1.11K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 216 | $1.12K | 0.00% | +216 | New |
| Capital A Wealth Management, LLC | 340 | $1.16K | 0.01% | −7−2.0% | Reduced |
| Pacific Center for Financial Services | 231 | $1.20K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 233 | $1.21K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 240 | $1.24K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 250 | $1.29K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 320 | $1.31K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 265 | $1.37K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 277 | $1.43K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 293 | $1.52K | 0.00% | +100+51.8% | Added |
| New England Capital Financial Advisors LLC | 300 | $1.56K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 301 | $1.56K | 0.00% | +301 | New |
| Sachetta, LLC | 312 | $1.62K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 322 | $1.67K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 325 | $1.68K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 349 | $1.81K | 0.00% | −4,175−92.3% | Reduced |
| Evelyn Partners Investment Management LLP | 368 | $1.91K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 470 | $2.44K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 500 | $2.59K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 500 | $2.59K | 0.00% | +500 | New |
| City Holding Co | 517 | $2.68K | 0.00% | −1−0.2% | Reduced |
| North Star Investment Management Corp. | 540 | $2.80K | 0.00% | +1+0.2% | Added |
| Cornerstone Planning Group LLC | 699 | $2.86K | 0.00% | +63+9.9% | Added |
| Key Financial Inc | 567 | $2.94K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 568 | $2.94K | 0.00% | −99,432−99.4% | Reduced |
| American National Bank | 600 | $3.11K | 0.00% | 00.0% | Unchanged |