| Fortitude Family Office, LLC | 105 | $29.5K | 0.01% | +13+14.1% | Added |
| NBT Bank N A | 103 | $28.9K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 103 | $28.9K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 102 | $28.7K | 0.00% | +82+410.0% | Added |
| Hilltop National Bank | 101 | $28.4K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 100 | $28.1K | 0.01% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 100 | $28.1K | 0.02% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 99 | $27.8K | 0.00% | +57+135.7% | Added |
| Operose Advisors LLC | 98 | $27.5K | 0.01% | −2−2.0% | Reduced |
| Action Point Financial Planning, LLC | 102 | $27.5K | 0.00% | +102 | New |
| Allied Private Wealth LLC | 97 | $27.5K | 0.02% | +97 | New |
| Essential Partners LLC | 97 | $27.3K | 0.01% | +42+76.4% | Added |
| Catalyst Capital Advisors LLC | 90 | $25.3K | 0.00% | −17−15.9% | Reduced |
| Beacon Financial Strategies CORP | 90 | $25.3K | 0.01% | 00.0% | Unchanged |
| Joseph Group Capital Management | 88 | $24.7K | 0.01% | +37+72.5% | Added |
| Keating Financial Advisory Services, Inc. | 86 | $24.2K | 0.00% | +79+1,128.6% | Added |
| Acumen Wealth Advisors, LLC | 85 | $24.0K | 0.01% | −45−34.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 85 | $23.9K | 0.00% | −129−60.3% | Reduced |
| Kilter Group LLC | 81 | $22.8K | 0.01% | +5+6.6% | Added |
| Rakuten Securities, Inc. | 81 | $22.8K | 0.01% | +57+237.5% | Added |
| Measured Wealth Private Client Group, LLC | 80 | $22.5K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 77 | $21.6K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 77 | $21.6K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 76 | $21.4K | 0.00% | +23+43.4% | Added |
| Highline Wealth Partners LLC | 70 | $19.7K | 0.00% | +5+7.7% | Added |
| UMA Financial Services, Inc. | 68 | $19.1K | 0.00% | −1−1.4% | Reduced |
| LifeSteps Financial, Inc. | 68 | $19.1K | 0.01% | +68 | New |
| Synergy Investment Management, LLC | 76 | $19.0K | 0.00% | +43+130.3% | Added |
| Archer Investment Corp | 65 | $18.3K | 0.00% | +9+16.1% | Added |
| Silver Grove Financial Group, Inc. | 65 | $18.3K | 0.01% | +65 | New |
| Buck Wealth Strategies, LLC | 64 | $17.9K | 0.00% | +64 | New |
| Bay Harbor Wealth Management, LLC | 63 | $17.7K | 0.00% | +18+40.0% | Added |
| ZRC Wealth Management, LLC | 63 | $17.7K | 0.01% | +23+57.5% | Added |
| Redwood Park Advisors LLC | 63 | $17.7K | 0.01% | +60+2,000.0% | Added |
| Hanson & Doremus Investment Management | 59 | $17.0K | 0.00% | −6−9.2% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 60 | $16.9K | 0.01% | +24+66.7% | Added |
| Chesapeake Asset Management LLC | 60 | $16.9K | 0.01% | +10+20.0% | Added |
| Signature Equity Partners, LLC | 57 | $16.1K | 0.01% | +45+375.0% | Added |
| Consultiva Wealth Management, Corp. | 54 | $15.2K | 0.03% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 54 | $15.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 54 | $15.2K | 0.00% | +2+3.8% | Added |
| Bare Financial Services, Inc | 53 | $14.9K | 0.00% | +24+82.8% | Added |
| Financial Gravity Companies, Inc. | 51 | $14.3K | 0.00% | +51 | New |
| Altshuler Shaham Ltd | 50 | $14.1K | 0.00% | +39+354.5% | Added |
| Plante Moran Financial Advisors, LLC | 50 | $14.0K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 50 | $14.0K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 49 | $13.8K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 47 | $13.7K | 0.12% | −1−2.1% | Reduced |
| South Plains Financial, Inc. | 48 | $13.5K | 0.01% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 47 | $13.2K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 46 | $12.9K | 0.01% | +46 | New |
| Armstrong Advisory Group, Inc | 44 | $12.4K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 44 | $12.4K | 0.01% | −4−8.3% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 43 | $12.1K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 42 | $11.8K | 0.00% | −1−2.3% | Reduced |
| Clark Wealth Partners | 38 | $10.7K | 0.01% | −5−11.6% | Reduced |
| Cape Investment Advisory, Inc. | 38 | $10.7K | 0.00% | +38 | New |
| Rossby Financial, LCC | 36 | $10.1K | 0.00% | −33−47.8% | Reduced |
| Kentucky Trust Co | 36 | $10.1K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 35 | $9.84K | 0.00% | +35 | New |
| Evermay Wealth Management LLC | 34 | $9.56K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 31 | $8.71K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 31 | $8.71K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 31 | $8.71K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 30 | $8.46K | 0.00% | +30 | New |
| Kerr Financial Planning Corp | 30 | $8.43K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 30 | $8.43K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 29 | $8.15K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 29 | $8.15K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 29 | $8.15K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 29 | $8.09K | 0.00% | +13+81.3% | Added |
| Dogwood Wealth Management LLC | 28 | $7.87K | 0.00% | +11+64.7% | Added |
| Gilpin Wealth Management, LLC | 27 | $7.59K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 27 | $7.59K | 0.00% | +2+8.0% | Added |
| Ares Financial Consulting, LLC | 26 | $7.27K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 25 | $7.03K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $7.03K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 25 | $7.03K | 0.00% | 00.0% | Unchanged |
| Capula Management Ltd | 24 | $6.75K | 0.00% | −2,858−99.2% | Reduced |
| Murphy & Mullick Capital Management Corp | 24 | $6.75K | 0.00% | −3−11.1% | Reduced |
| Creative Capital Management Investments LLC | 23 | $6.46K | 0.00% | +23 | New |
| TSFG, LLC | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 21 | $5.90K | 0.00% | −94−81.7% | Reduced |
| Richard W. Paul & Associates, LLC | 21 | $5.90K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 21 | $5.90K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 21 | $5.90K | 0.00% | +4+23.5% | Added |
| Ritter Daniher Financial Advisory LLC | 21 | $5.80K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 20 | $5.74K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 18 | $5.09K | 0.00% | −26−59.1% | Reduced |
| Lloyd Advisory Services, LLC. | 18 | $5.06K | 0.00% | −2−10.0% | Reduced |
| Proffitt & Goodson Inc | 18 | $5.06K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 18 | $5.06K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 18 | $5.06K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 17 | $4.78K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 17 | $4.78K | 0.00% | +9+112.5% | Added |
| Dunhill Financial, LLC | 15 | $4.22K | 0.00% | +9+150.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 15 | $4.22K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 15 | $4.22K | 0.00% | +6+66.7% | Added |
| Golden State Equity Partners | 15 | $4.21K | 0.01% | −379−96.2% | Reduced |
| General Partner, Inc. | 15 | $4.21K | 0.00% | 00.0% | Unchanged |
