| MCF Advisors LLC | 1,139 | $279.4K | 0.01% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 1,134 | $278.1K | 0.05% | +1,134 | New |
| Stonebridge Financial Group, LLC | 1,123 | $275.0K | 0.04% | +1,123 | New |
| Cordoba Advisory Partners LLC | 1,119 | $274.5K | 0.06% | −348−23.7% | Reduced |
| Johnson Investment Counsel Inc | 1,118 | $274.2K | 0.00% | +11+1.0% | Added |
| Stock Yards Bank & Trust Co | 1,115 | $273.5K | 0.01% | +6+0.5% | Added |
| Atlantic Union Bankshares Corp | 1,105 | $271.0K | 0.00% | −386−25.9% | Reduced |
| Consolidated Capital Management, LLC | 1,100 | $269.8K | 0.07% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,099 | $269.6K | 0.00% | +1,099 | New |
| SageView Advisory Group, LLC | 1,098 | $269.3K | 0.01% | +24+2.2% | Added |
| StoneX Group Inc. | 1,099 | $268.5K | 0.01% | +1,099 | New |
| Capstone Investment Advisors, LLC | 1,088 | $266.9K | 0.00% | +1,088 | New |
| Drucker Wealth 3.0, LLC | 1,083 | $265.8K | 0.04% | −131−10.8% | Reduced |
| Teza Capital Management LLC | 1,078 | $264.4K | 0.51% | +34+3.3% | Added |
| Riversedge Advisors, LLC | 1,069 | $262.2K | 0.03% | +1,069 | New |
| Greenline Wealth Management LLC | 1,067 | $261.8K | 0.22% | +1,067 | New |
| Diligent Investors, LLC | 1,065 | $261.2K | 0.06% | −250−19.0% | Reduced |
| O'Neil Global Advisors, Inc. | 1,064 | $261.0K | 0.06% | +1,064 | New |
| Wedbush Securities Inc | 1,051 | $258.0K | 0.01% | −218−17.2% | Reduced |
| Cornerstone Wealth Management, LLC | 1,047 | $256.8K | 0.01% | −34−3.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,040 | $255.1K | 0.00% | −118−10.2% | Reduced |
| Shearwater Capital LLC | 1,040 | $255.1K | 0.12% | −3−0.3% | Reduced |
| Wealth Architects, LLC | 1,022 | $250.7K | 0.02% | +45+4.6% | Added |
| Pensionmark Financial Group, LLC | 1,174 | $250.6K | 0.00% | +42+3.7% | Added |
| Silver Oak Securities, Inc | 1,015 | $249.0K | 0.02% | −325−24.3% | Reduced |
| Twelve Points Wealth Management LLC | 1,012 | $248.2K | 0.05% | +1,012 | New |
| 71 West Capital Partners | 1,012 | $248.2K | 0.01% | +1,012 | New |
| Chilton Investment Co LLC | 1,005 | $246.5K | 0.01% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 1,004 | $246.3K | 0.09% | 00.0% | Unchanged |
| Hirtle Callaghan & Co LLC | 1,001 | $245.5K | 0.01% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 1,000 | $245.3K | 0.01% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 1,000 | $245.3K | 0.10% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 1,000 | $245.3K | 0.03% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 1,000 | $245.3K | 0.22% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 1,000 | $245.3K | 0.10% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 1,000 | $245.3K | 0.00% | +1,000 | New |
| AE Wealth Management LLC | 994 | $243.9K | 0.00% | +994 | New |
| Facet Wealth, Inc. | 989 | $242.6K | 0.00% | +989 | New |
| Beese Fulmer Investment Management, Inc. | 985 | $241.6K | 0.01% | +985 | New |
| Root Financial Partners, LLC | 984 | $241.4K | 0.01% | +369+60.0% | Added |
| NorthRock Partners, LLC | 979 | $240.1K | 0.00% | +979 | New |
| MinichMacGregor Wealth Management, LLC | 976 | $239.4K | 0.04% | +976 | New |
| BIP Wealth, LLC | 974 | $238.9K | 0.01% | +974 | New |
| Moss Adams Wealth Advisors LLC | 971 | $238.2K | 0.01% | +971 | New |
| Adviser Investments LLC | 971 | $238.2K | 0.00% | −7−0.7% | Reduced |
| Concentric Capital Strategies, LP | 970 | $237.9K | 0.01% | +970 | New |
| CWS Financial Advisors, LLC | 969 | $237.7K | 0.05% | −1−0.1% | Reduced |
| KRS Capital Management, LLC | 962 | $236.0K | 0.11% | +962 | New |
| Good Steward Wealth Advisors,LLC | 962 | $236.0K | 0.14% | +962 | New |
| Synergy Financial Management, LLC | 960 | $235.5K | 0.02% | −23−2.3% | Reduced |
| Prospect Financial Services LLC | 960 | $235.5K | 0.12% | −101−9.5% | Reduced |
| Prakash Investment Advisors LLC | 950 | $233.0K | 0.14% | +950 | New |
| Spire Wealth Management | 947 | $232.3K | 0.01% | +70+8.0% | Added |
| Bell & Brown Wealth Advisors, LLC | 945 | $231.8K | 0.07% | +945 | New |
| Capstone Wealth Management, LLC | 943 | $231.3K | 0.11% | +943 | New |
| Fidelis Capital Partners, LLC | 938 | $230.1K | 0.01% | +938 | New |
| S-Bank Fund Management Ltd | 936 | $229.6K | 0.03% | +936 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 936 | $229.6K | 0.03% | +936 | New |
| Guidance Capital, Inc | 837 | $228.0K | 0.05% | +6+0.7% | Added |
| Interchange Capital Partners, LLC | 929 | $227.9K | 0.04% | +929 | New |
| MW Advisory, LLC | 927 | $227.4K | 0.09% | +927 | New |
| Nicolet Bankshares Inc | 917 | $227.0K | 0.01% | +917 | New |
| Angeles Wealth Management, LLC | 920 | $225.7K | 0.01% | +920 | New |
| Equity Wealth Partners, LLC | 919 | $225.4K | 0.08% | +919 | New |
| South Street Advisors LLC | 918 | $225.2K | 0.03% | +918 | New |
| TritonPoint Partners, LLC | 915 | $224.5K | 0.02% | +915 | New |
| Income Insurance Ltd | 915 | $224.4K | 0.13% | +915 | New |
| Modern Wealth Management, LLC | 902 | $221.2K | 0.00% | +902 | New |
| Symmetry Peak Management LLC | 900 | $220.8K | 4.83% | +900 | New |
| Lynx Investment Advisory | 900 | $220.8K | 0.07% | +900 | New |
| MSA Advisors, LLC | 895 | $219.5K | 0.06% | 00.0% | Unchanged |
| Corient IA LLC | 890 | $218.3K | 0.20% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 900 | $218.2K | 0.25% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 882 | $217.2K | 0.04% | −12,269−93.3% | Reduced |
| Birch Hill Investment Advisors LLC | 885 | $217.1K | 0.01% | +885 | New |
| Sapient Capital LLC | 883 | $216.6K | 0.00% | +883 | New |
| Legacy Wealth Advisors, LLC | 879 | $215.6K | 0.09% | +879 | New |
| HBK Sorce Advisory LLC | 723 | $211.8K | 0.00% | +723 | New |
| Inceptionr LLC | 863 | $211.7K | 0.05% | +863 | New |
| IFS Group,LLC | 860 | $210.9K | 0.29% | +860 | New |
| Fulton Bank, N.A. | 856 | $210.0K | 0.01% | +856 | New |
| Triad Wealth Partners, LLC | 742 | $209.8K | 0.01% | +742 | New |
| BSW Wealth Partners | 855 | $209.7K | 0.02% | +855 | New |
| B&L Asset Management LLC | 852 | $209.0K | 0.07% | +852 | New |
| Grand Central Investment Group | 850 | $208.5K | 0.17% | −250−22.7% | Reduced |
| Archetype Wealth Partners | 849 | $208.0K | 0.02% | +849 | New |
| Epiq Partners, LLC | 847 | $207.8K | 0.09% | +847 | New |
| Signature Estate & Investment Advisors LLC | 838 | $205.4K | 0.00% | +838 | New |
| Level Four Advisory Services, LLC | 835 | $204.8K | 0.01% | +835 | New |
| Brookwood Investment Group LLC | 834 | $204.6K | 0.02% | +834 | New |
| Fulton Breakefield Broenniman LLC | 830 | $203.6K | 0.01% | +830 | New |
| Fortis Capital Management LLC | 826 | $202.7K | 0.02% | +826 | New |
| MJP Associates Inc | 825 | $202.4K | 0.02% | +825 | New |
| Creative Financial Designs Inc | 824 | $202.1K | 0.01% | +50+6.5% | Added |
| D.B. Root & Company, LLC | 824 | $202.1K | 0.04% | +824 | New |
| RiverFront Investment Group, LLC | 821 | $201.4K | 0.00% | +821 | New |
| Radnor Capital Management, LLC | 820 | $201.1K | 0.03% | +820 | New |
| Zions Bancorporation, National Association | 816 | $200.1K | 0.01% | +366+81.3% | Added |
| AdvisorNet Financial, Inc | 771 | $189.1K | 0.01% | +527+216.0% | Added |
| Essential Partners LLC | 741 | $181.8K | 0.08% | +339+84.3% | Added |
