| First PREMIER Bank | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1 | $6 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 1 | $7 | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 2 | $12 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 3 | $19 | 0.00% | +3 | New |
| MPWM Advisory Solutions, LLC | 4 | $26 | 0.00% | −6−60.0% | Reduced |
| Kimelman & Baird, LLC | 4 | $26 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $26 | 0.00% | 00.0% | Unchanged |
| Bayban | 4 | $26 | 0.00% | +4 | New |
| Steigerwald, Gordon & Koch Inc. | 5 | $32 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 10 | $65 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 11 | $72 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 12 | $78 | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 13 | $84 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 13 | $84 | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 13 | $85 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $85 | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 14 | $91 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 15 | $97 | 0.00% | +15 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 16 | $103 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 16 | $104 | 0.00% | +16 | New |
| Farmers & Merchants Investments Inc | 21 | $136 | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 24 | $155 | 0.00% | +24 | New |
| Frazier Financial Advisors, LLC | 25 | $162 | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 25 | $162 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 25 | $162 | 0.00% | +5+25.0% | Added |
| Medallion Wealth Advisors, LLC | 26 | $168 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 29 | $188 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 29 | $188 | 0.00% | +29 | New |
| Eastern Bank | 32 | $207 | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 34 | $220 | 0.00% | +34 | New |
| Cherry Tree Wealth Management, LLC | 39 | $253 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 39 | $253 | 0.00% | +39 | New |
| Ritter Daniher Financial Advisory LLC | 39 | $253 | 0.00% | +39 | New |
| Financial Management Professionals, Inc. | 40 | $259 | 0.00% | 00.0% | Unchanged |
| Trust Co | 41 | $265 | 0.00% | +41 | New |
| Marshall & Sterling Wealth Advisors Inc. | 42 | $270 | 0.00% | −1−2.3% | Reduced |
| Flagship Harbor Advisors, LLC | 43 | $282 | 0.00% | +43 | New |
| Highline Wealth Partners LLC | 44 | $285 | 0.00% | +44 | New |
| Financial Perspectives, Inc | 48 | $311 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 50 | $324 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 53 | $343 | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 54 | $349 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 58 | $375 | 0.00% | +58 | New |
| MV Capital Management, Inc. | 59 | $382 | 0.00% | +59 | New |
| POM Investment Strategies, LLC | 60 | $388 | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 61 | $397 | 0.00% | +61 | New |
| Wolff Wiese Magana LLC | 62 | $402 | 0.00% | −287−82.2% | Reduced |
| Monetary Solutions, Ltd | 65 | $421 | 0.00% | +65 | New |
| PFS Partners, LLC | 69 | $447 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 81 | $524 | 0.00% | +81 | New |
| Hurley Capital, LLC | 90 | $582 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 92 | $595 | 0.00% | 00.0% | Unchanged |
| Security National Bank | 100 | $647 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 100 | $647 | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $647 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 118 | $764 | 0.00% | +118 | New |
| Bruce G. Allen Investments, LLC | 119 | $770 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 122 | $789 | 0.00% | +2+1.7% | Added |
| Geneos Wealth Management Inc. | 124 | $802 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 127 | $822 | 0.00% | +65+104.8% | Added |
| Independence Bank of Kentucky | 130 | $841 | 0.00% | +130 | New |
| Creative Financial Designs Inc | 137 | $886 | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 140 | $906 | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 140 | $906 | 0.00% | +140 | New |
| Bradley & Co. Private Wealth Management, LLC | 150 | $970 | 0.00% | +150 | New |
| Millstone Evans Group, LLC | 150 | $971 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 150 | $971 | 0.00% | +100+200.0% | Added |
| Hollencrest Capital Management | 164 | $1.06K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 171 | $1.10K | 0.00% | +1+0.6% | Added |
| Pacific Center for Financial Services | 231 | $1.11K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 178 | $1.15K | 0.00% | −63−26.1% | Reduced |
| Private Wealth Asset Management, LLC | 193 | $1.25K | 0.00% | −100−34.1% | Reduced |
| True Wealth Design, LLC | 195 | $1.26K | 0.00% | +118+153.2% | Added |
| Catherine Avery Investment Management LLC | 200 | $1.29K | 0.00% | −200−50.0% | Reduced |
| Tompkins Financial Corp | 200 | $1.29K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 200 | $1.29K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 200 | $1.29K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 215 | $1.39K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 240 | $1.55K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 246 | $1.59K | 0.00% | +53+27.5% | Added |
| Quent Capital, LLC | 274 | $1.77K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 277 | $1.79K | 0.00% | −4,283−93.9% | Reduced |
| Root Financial Partners, LLC | 290 | $1.88K | 0.00% | +96+49.5% | Added |
| Private Trust Co NA | 297 | $1.92K | 0.00% | −70−19.1% | Reduced |
| NBC Securities, Inc. | 300 | $1.94K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 300 | $1.94K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 307 | $1.99K | 0.00% | +95+44.8% | Added |
| Sachetta, LLC | 312 | $2.02K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 300 | $2.06K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 322 | $2.08K | 0.00% | 00.0% | Unchanged |
| Navalign, LLC | 340 | $2.20K | 0.00% | +340 | New |
| Elyxium Wealth, LLC | 340 | $2.20K | 0.00% | +340 | New |
| Evelyn Partners Investment Management LLP | 368 | $2.38K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 400 | $2.59K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 455 | $2.94K | 0.00% | +455 | New |
| Trust Co of Vermont | 460 | $2.98K | 0.00% | 00.0% | Unchanged |