| First PREMIER Bank | 2 | $0 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| Cornerstone Planning Group LLC | 1 | $131 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1 | $147 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1 | $147 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $294 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 3 | $440 | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 70,514 | $486 | 0.02% | +70,514 | New |
| Adirondack Trust Co | 5 | $733 | 0.00% | +5 | New |
| Delta Asset Management LLC | 5 | $734 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 5 | $734 | 0.00% | +5 | New |
| NVWM, LLC | 5 | $736 | 0.00% | +5 | New |
| Tfo-TDC, LLC | 6 | $881 | 0.00% | −5−45.5% | Reduced |
| Colonial Trust Advisors | 6 | $881 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 6 | $881 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4 | $1.00K | 0.00% | −12−75.0% | Reduced |
| Bollard Group LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 7 | $1.02K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 7 | $1.03K | 0.00% | +2+40.0% | Added |
| Laurel Wealth Advisors LLC | 7 | $1.03K | 0.00% | +7 | New |
| Larson Financial Group LLC | 7 | $1.04K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 8 | $1.16K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 9 | $1.35K | 0.00% | +9 | New |
| Wolff Wiese Magana LLC | 10 | $1.47K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 11 | $1.61K | 0.00% | +11 | New |
| True Wealth Design, LLC | 12 | $1.76K | 0.00% | +5+71.4% | Added |
| Trifecta Capital Advisors, LLC | 14 | $2.06K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 14 | $2.06K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 14 | $2.06K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 14 | $2.06K | 0.00% | +14 | New |
| Anchor Investment Management, LLC | 15 | $2.20K | 0.00% | +15 | New |
| TD Capital Management LLC | 16 | $2.35K | 0.00% | +16 | New |
| New Covenant Trust Company, N.A. | 16 | $2.35K | 0.00% | +16 | New |
| DT Investment Partners, LLC | 17 | $2.50K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 17 | $2.50K | 0.00% | +2+13.3% | Added |
| Frank, Rimerman Advisors LLC | 18 | $2.64K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 27 | $3.00K | 0.00% | −1,540−98.3% | Reduced |
| Creative Financial Designs Inc | 22 | $3.23K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 24 | $3.52K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 24 | $3.54K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 25 | $3.67K | 0.00% | +25 | New |
| Redmont Wealth Advisors LLC | 25 | $3.67K | 0.01% | +25 | New |
| First Manhattan Co | 26 | $3.96K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 27 | $3.99K | 0.00% | +4+17.4% | Added |
| DiNuzzo Private Wealth, Inc. | 31 | $4.55K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 35 | $5.14K | 0.00% | +35 | New |
| Washington Trust Advisors, Inc. | 36 | $5.27K | 0.00% | −6−14.3% | Reduced |
| FSA Wealth Management LLC | 37 | $5.43K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 38 | $5.58K | 0.00% | +38 | New |
| Asset Dedication, LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 40 | $6.00K | 0.00% | +3+8.1% | Added |
| JNBA Financial Advisors | 44 | $6.46K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 45 | $6.60K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 45 | $6.60K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 47 | $6.87K | 0.00% | +1+2.2% | Added |
| First Financial Corp | 50 | $7.34K | 0.00% | −285−85.1% | Reduced |
| Barrett & Company, Inc. | 52 | $7.58K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 53 | $7.78K | 0.01% | +27+103.8% | Added |
| Hoey Investments, Inc | 56 | $8.22K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 58 | $8.51K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 58 | $8.51K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 58 | $8.51K | 0.00% | −1−1.7% | Reduced |
| Delos Wealth Advisors, LLC | 58 | $8.51K | 0.01% | +58 | New |
| Clearstead Advisors, LLC | 66 | $8.82K | 0.00% | −29−30.5% | Reduced |
| Sachetta, LLC | 67 | $9.27K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 67 | $9.83K | 0.01% | −5−6.9% | Reduced |
| Accent Capital Management, LLC | 67 | $9.83K | 0.01% | +67 | New |
| Financial Management Professionals, Inc. | 67 | $10.0K | 0.00% | −10−13.0% | Reduced |
| Voisard Asset Management Group, Inc. | 70 | $10.3K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 73 | $10.7K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 75 | $11.0K | 0.00% | +4+5.6% | Added |
| Pacific Capital Wealth Advisors, Inc | 79 | $11.6K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 79 | $11.6K | 0.00% | +37+88.1% | Added |
| Raffa Wealth Management, LLC | 80 | $11.7K | 0.00% | +45+128.6% | Added |
| Valley National Advisers Inc | 88 | $12.0K | 0.00% | −164−65.1% | Reduced |
| Atlas Capital Advisors LLC | 85 | $12.5K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 94 | $13.8K | 0.01% | +48+104.3% | Added |
| Versant Capital Management, Inc | 95 | $13.9K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 98 | $14.4K | 0.00% | −49−33.3% | Reduced |
| ICA Group Wealth Management, LLC | 100 | $14.7K | 0.00% | −44−30.6% | Reduced |
| Cetera Trust Company, N.A | 100 | $14.7K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 100 | $14.7K | 0.00% | +2+2.0% | Added |
| Register Financial Advisors LLC | 100 | $14.7K | 0.01% | +100 | New |
| PFS Partners, LLC | 100 | $14.7K | 0.01% | +100 | New |
| Costello Asset Management, INC | 106 | $15.6K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 107 | $15.7K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 114 | $16.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 110 | $16.1K | 0.00% | −16−12.7% | Reduced |
| Tradewinds Capital Management, LLC | 110 | $16.1K | 0.00% | +110 | New |
| Private Wealth Management Group, LLC | 113 | $16.6K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 115 | $16.9K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 113 | $17.0K | 0.00% | +1+0.9% | Added |
| Wetzel Investment Advisors, Inc. | 132 | $17.4K | 0.01% | +1+0.8% | Added |
| Zions Bancorporation, N.A. | 121 | $17.8K | 0.00% | −9−6.9% | Reduced |
| Avalon Trust Co | 125 | $18.3K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 126 | $18.5K | 0.00% | +126 | New |
| RFP Financial Group LLC | 138 | $20.3K | 0.01% | +12+9.5% | Added |
| Crewe Advisors LLC | 139 | $20.4K | 0.00% | +139 | New |
| Colonial Trust Co | 140 | $20.6K | 0.00% | −10−6.7% | Reduced |