| First PREMIER Bank | 17 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 79 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Ball & Co Wealth Management Inc. | 33 | $0 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 2 | $21 | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 2 | $21 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2 | $21 | 0.00% | +2 | New |
| Wolff Wiese Magana LLC | 2 | $22 | 0.00% | −8−80.0% | Reduced |
| West Financial Advisors, LLC | 2 | $22 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 2 | $22 | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 3 | $32 | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 3 | $33 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 4 | $43 | 0.00% | −834−99.5% | Reduced |
| Richard W. Paul & Associates, LLC | 4 | $43 | 0.00% | −107−96.4% | Reduced |
| DT Investment Partners, LLC | 4 | $43 | 0.00% | 00.0% | Unchanged |
| S&T Bank | 4 | $43 | 0.00% | +4 | New |
| Abound Financial, LLC | 4 | $43 | 0.00% | +4 | New |
| Hurley Capital, LLC | 5 | $54 | 0.00% | +4+400.0% | Added |
| Christopher J. Hasenberg, Inc | 6 | $61 | 0.00% | −168−96.6% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 7 | $75 | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 7 | $75 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 2 | $85 | 0.00% | −613−99.7% | Reduced |
| Security National Bank | 11 | $118 | 0.00% | −211−95.0% | Reduced |
| Atticus Wealth Management, LLC | 12 | $129 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 16 | $172 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 21 | $184 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 20 | $215 | 0.00% | −621−96.9% | Reduced |
| Ridgewood Investments LLC | 20 | $215 | 0.00% | −21−51.2% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 21 | $226 | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 22 | $237 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 22 | $237 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 24 | $254 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 24 | $258 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 24 | $258 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 24 | $258 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 24 | $258 | 0.00% | +24 | New |
| ZynergyRetirementPlanningLLC | 25 | $264 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 28 | $300 | 0.00% | −239−89.5% | Reduced |
| DHJJ Financial Advisors, Ltd. | 28 | $301 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 32 | $343 | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 33 | $354 | 0.00% | −9,572−99.7% | Reduced |
| Parkworth Wealth Management, Inc. | 34 | $365 | 0.00% | +33+3,300.0% | Added |
| Bay Harbor Wealth Management, LLC | 35 | $375 | 0.00% | +35 | New |
| Northwest Capital Management Inc | 37 | $397 | 0.00% | −1,209−97.0% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 38 | $405 | 0.00% | +38 | New |
| Osterweis Capital Management Inc | 40 | $429 | 0.00% | +40 | New |
| Bernard Wealth Management Corp. | 40 | $430 | 0.00% | +40 | New |
| Boit C F David | 42 | $450 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 44 | $472 | 0.00% | −1−2.2% | Reduced |
| Cedar Mountain Advisors, LLC | 44 | $472 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 45 | $482 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 49 | $523 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 50 | $537 | 0.00% | −724−93.5% | Reduced |
| WestEnd Advisors, LLC | 50 | $537 | 0.00% | +34+212.5% | Added |
| Graybill Bartz & Assoc Ltd | 51 | $547 | 0.00% | +51 | New |
| Edmond de Rothschild Holding S.A. | 52 | $558 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 52 | $558 | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 54 | $578 | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 72 | $603 | 0.00% | +72 | New |
| Robinswood Financial LLC | 57 | $611 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 58 | $622 | 0.00% | +55+1,833.3% | Added |
| Morton Brown Family Wealth, LLC | 59 | $633 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 59 | $633 | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 63 | $643 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 60 | $644 | 0.00% | +60 | New |
| Riggs Asset Managment Co. Inc. | 64 | $687 | 0.00% | +33+106.5% | Added |
| West Paces Advisors Inc. | 64 | $687 | 0.00% | +64 | New |
| Glass Jacobson Investment Advisors llc | 72 | $762 | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 71 | $762 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 72 | $773 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 73 | $783 | 0.00% | +73 | New |
| Contravisory Investment Management, Inc. | 74 | $794 | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 74 | $794 | 0.00% | +74 | New |
| West Oak Capital, LLC | 72 | $800 | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 75 | $805 | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 81 | $869 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 83 | $891 | 0.00% | −2,384−96.6% | Reduced |
| Strengthening Families & Communities, LLC | 121 | $900 | 0.00% | +76+168.9% | Added |
| Carolinas Wealth Consulting LLC | 87 | $934 | 0.00% | −3,592−97.6% | Reduced |
| BankPlus Trust Department | 91 | $976 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 93 | $998 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 143 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 96 | $1.03K | 0.00% | +96 | New |
| Principia Wealth Advisory, LLC | 116 | $1.07K | 0.00% | +70+152.2% | Added |
| MPWM Advisory Solutions, LLC | 101 | $1.08K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 104 | $1.12K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 106 | $1.14K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 112 | $1.20K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 112 | $1.20K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 115 | $1.23K | 0.00% | −1,157−91.0% | Reduced |
| Ritter Daniher Financial Advisory LLC | 120 | $1.29K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 122 | $1.31K | 0.00% | +1+0.8% | Added |
| Wood Tarver Financial Group, LLC | 129 | $1.39K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 131 | $1.41K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 135 | $1.45K | 0.00% | −1−0.7% | Reduced |
| Keystone Financial Group, Inc. | 173 | $1.46K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 144 | $1.55K | 0.00% | 00.0% | Unchanged |