| Quest 10 Wealth Builders, Inc. | 142 | $19.2K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 141 | $19.1K | 0.00% | −135−48.9% | Reduced |
| Private Wealth Asset Management, LLC | 140 | $19.0K | 0.00% | +7+5.3% | Added |
| Bruce G. Allen Investments, LLC | 137 | $18.6K | 0.01% | +47+52.2% | Added |
| Ancora Advisors, LLC | 133 | $18.0K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 132 | $17.9K | 0.00% | −662−83.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 128 | $17.4K | 0.00% | +27+26.7% | Added |
| Contravisory Investment Management, Inc. | 125 | $16.9K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 125 | $16.9K | 0.01% | +125 | New |
| Evolution Wealth Management Inc. | 125 | $16.9K | 0.02% | +1+0.8% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 120 | $16.3K | 0.01% | +51+73.9% | Added |
| West Branch Capital LLC | 118 | $16.0K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 117 | $15.8K | 0.01% | −38−24.5% | Reduced |
| Davis Capital Management | 117 | $15.8K | 0.01% | +117 | New |
| Plante Moran Financial Advisors, LLC | 115 | $15.6K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 114 | $15.5K | 0.00% | −1−0.9% | Reduced |
| Burkett Financial Services, LLC | 111 | $15.1K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 109 | $14.8K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 106 | $14.4K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 106 | $14.4K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 104 | $14.0K | 0.00% | +5+5.1% | Added |
| Hoey Investments, Inc | 101 | $13.7K | 0.00% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 101 | $13.7K | 0.01% | 00.0% | Unchanged |
| Hurley Capital, LLC | 101 | $13.7K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 100 | $13.5K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 100 | $13.5K | 0.01% | 00.0% | Unchanged |
| BankPlus Trust Department | 100 | $13.5K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 97 | $13.1K | 0.01% | −15−13.4% | Reduced |
| Quaker Wealth Management, LLC | 95 | $12.9K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 95 | $12.9K | 0.00% | 00.0% | Unchanged |
| American National Bank | 94 | $12.7K | 0.00% | −14−13.0% | Reduced |
| Bell Investment Advisors, Inc | 91 | $12.3K | 0.00% | −5−5.2% | Reduced |
| True Wealth Design, LLC | 88 | $11.9K | 0.00% | +78+780.0% | Added |
| Millstone Evans Group, LLC | 84 | $11.4K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 82 | $11.1K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 86 | $11.0K | 0.00% | +27+45.8% | Added |
| C M Bidwell & Associates Ltd | 81 | $11.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 81 | $11.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 77 | $10.4K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 75 | $10.2K | 0.01% | +75 | New |
| S&T Bank | 74 | $10.0K | 0.00% | +43+138.7% | Added |
| Valley National Advisers Inc | 76 | $10.0K | 0.00% | −122−61.6% | Reduced |
| Resources Management Corp | 75 | $10.0K | 0.00% | −75−50.0% | Reduced |
| Winch Advisory Services, LLC | 73 | $9.95K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 71 | $9.62K | 0.01% | +57+407.1% | Added |
| Solstein Capital, LLC | 70 | $9.48K | 0.00% | −43−38.1% | Reduced |
| JPL Wealth Management, LLC | 69 | $9.35K | 0.00% | +69 | New |
| Tortoise Investment Management, LLC | 69 | $9.29K | 0.00% | +11+19.0% | Added |
| Capital Advisors, Ltd. LLC | 64 | $9.00K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 62 | $8.65K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 61 | $8.26K | 0.00% | +11+22.0% | Added |
| First Horizon Corp | 52 | $7.04K | 0.00% | +52 | New |
| Howard Hughes Medical Institute | 50 | $6.77K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 50 | $6.77K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 50 | $6.77K | 0.00% | +50 | New |
| Silicon Valley Capital Partners | 50 | $6.71K | 0.00% | +50 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 46 | $6.25K | 0.00% | +6+15.0% | Added |
| Truvestments Capital LLC | 42 | $5.69K | 0.00% | +42 | New |
| Park Place Capital Corp | 39 | $5.28K | 0.00% | −32−45.1% | Reduced |
| North Capital, Inc. | 37 | $5.01K | 0.00% | +1+2.8% | Added |
| CBIZ Investment Advisory Services, LLC | 36 | $4.89K | 0.00% | +7+24.1% | Added |
| Pin Oak Investment Advisors Inc | 35 | $4.77K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 35 | $4.74K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 33 | $4.47K | 0.00% | +33 | New |
| Jackson, Grant Investment Advisers, Inc. | 32 | $4.33K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 29 | $4.31K | 0.00% | +2+7.4% | Added |
| Boreal Capital Management LLC | 31 | $4.21K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 31 | $4.20K | 0.00% | +31 | New |
| Abound Wealth Management | 30 | $4.07K | 0.00% | +5+20.0% | Added |
| Tower Trust & Investment Co | 30 | $4.06K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 36 | $4.00K | 0.00% | +36 | New |
| Family Legacy Financial Solutions, LLC | 29 | $3.93K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 28 | $3.79K | 0.00% | +15+115.4% | Added |
| McIlrath & Eck, LLC | 27 | $3.68K | 0.00% | −99−78.6% | Reduced |
| Kilter Group LLC | 27 | $3.66K | 0.00% | −3−10.0% | Reduced |
| TFC Financial Management | 26 | $3.52K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 26 | $3.52K | 0.00% | +26 | New |
| Kayne Anderson Rudnick Investment Management LLC | 25 | $3.39K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 146,783 | $3.39K | 0.00% | +146,758+587,032.0% | Added |
| Graney & King, LLC | 23 | $3.12K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 22 | $2.98K | 0.00% | +7+46.7% | Added |
| Marquette Asset Management, LLC | 21 | $2.85K | 0.00% | +21 | New |
| Halbert Hargrove Global Advisors, LLC | 21 | $2.85K | 0.00% | +21 | New |
| Thompson Investment Management, Inc. | 21 | $2.84K | 0.00% | +21 | New |
| Birchbrook, Inc. | 19 | $2.57K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 19 | $2.57K | 0.00% | +2+11.8% | Added |
| Legacy Wealth Managment, LLC | 18 | $2.44K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 17 | $2.30K | 0.00% | +5+41.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 16 | $2.17K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 15 | $2.04K | 0.00% | +5+50.0% | Added |
| JNBA Financial Advisors | 14 | $1.90K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 14 | $1.90K | 0.00% | +14 | New |
| Principia Wealth Advisory, LLC | 12 | $1.63K | 0.00% | +1+9.1% | Added |
| Trifecta Capital Advisors, LLC | 10 | $1.35K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $1.35K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 10 | $1.35K | 0.00% | +10 | New |
| Global Trust Asset Management, LLC | 10 | $1.35K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 10 | $1.35K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 10 | $1.35K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 10 | $1.35K | 0.00% | +10 | New |