| McMahon Financial Advisors, LLC | 891 | $223.3K | 0.04% | +891 | New |
| Accredited Investors Inc. | 893 | $223.8K | 0.01% | +893 | New |
| Cloud Capital Management, LLC | 895 | $224.0K | 0.10% | +895 | New |
| Wealthspire Advisors, LLC | 895 | $224.3K | 0.00% | −1,179−56.8% | Reduced |
| Virtus ETF Advisers LLC | 896 | $224.5K | 0.10% | −198−18.1% | Reduced |
| Wesbanco Bank Inc | 900 | $225.5K | 0.01% | −620−40.8% | Reduced |
| Board of the Pension Protection Fund | 900 | $225.5K | 0.21% | +800+800.0% | Added |
| Blue Rock Wealth Management LLC | 900 | $225.5K | 0.14% | +900 | New |
| Flynn Zito Capital Management, LLC | 911 | $228.3K | 0.07% | +911 | New |
| Summit Wealth Group LLC | 911 | $228.3K | 0.02% | +911 | New |
| Net Worth Advisory Group | 913 | $228.9K | 0.05% | −644−41.4% | Reduced |
| Colonial Trust Advisors | 919 | $230.2K | 0.02% | +68+8.0% | Added |
| Procyon Private Wealth Partners, LLC | 920 | $230.6K | 0.01% | +920 | New |
| Michael B. Yongue | 921 | $230.8K | 0.17% | +921 | New |
| Matters Capital LLC | 925 | $231.8K | 0.21% | +925 | New |
| Rothschild Capital Partners, LLC | 927 | $232.3K | 0.06% | +927 | New |
| Wealth Alliance | 928 | $232.6K | 0.02% | +928 | New |
| Flatrock Wealth Partners LLC | 929 | $232.8K | 0.10% | +929 | New |
| Main Street Financial Solutions, LLC | 932 | $233.6K | 0.02% | +932 | New |
| Howard Capital Management Inc. | 933 | $233.8K | 0.00% | −913−49.5% | Reduced |
| Ridgeline Wealth, LLC | 935 | $234.3K | 0.17% | +935 | New |
| Red Reef Advisors LLC | 946 | $237.0K | 0.25% | +946 | New |
| Cinctive Capital Management LP | 947 | $237.3K | 0.02% | +947 | New |
| Quantum Financial Advisors, LLC | 947 | $237.3K | 0.03% | +947 | New |
| Peak Retirement Planning, Inc. | 953 | $238.8K | 0.05% | +953 | New |
| Parkway Wealth Management Group, LLC | 836 | $240.5K | 0.03% | −631−43.0% | Reduced |
| Facet Wealth, Inc. | 963 | $241.3K | 0.00% | +963 | New |
| SOA Wealth Advisors, LLC. | 963 | $241.4K | 0.05% | −20−2.0% | Reduced |
| Fox Hill Wealth Management | 966 | $242.0K | 0.12% | +966 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 969 | $242.8K | 0.03% | +969 | New |
| Cascade Financial Partners, LLC | 971 | $243.3K | 0.03% | +971 | New |
| YHB Investment Advisors, Inc. | 971 | $243.3K | 0.02% | +971 | New |
| Richards, Merrill & Peterson, Inc. | 980 | $245.6K | 0.09% | +980 | New |
| Catalyst Financial Partners LLC | 983 | $246.3K | 0.03% | +983 | New |
| North Star Investment Management Corp. | 984 | $246.6K | 0.01% | +11+1.1% | Added |
| SmartHarvest Portfolios, LLC | 985 | $246.8K | 0.10% | +985 | New |
| Acropolis Investment Management, LLC | 989 | $247.8K | 0.01% | +989 | New |
| Insight Advisors, LLC | 994 | $249.0K | 0.05% | +994 | New |
| Wick Capital Partners, LLC | 996 | $249.6K | 0.05% | +996 | New |
| Klingenstein Fields & Co LP | 1,000 | $250.6K | 0.01% | +1,000 | New |
| Elgethun Capital Management | 1,000 | $250.6K | 0.04% | +1,000 | New |
| Next Level Wealth Planning, LLC | 1,000 | $250.6K | 0.13% | +1,000 | New |
| Compass Wealth Management, LLC | 1,000 | $250.6K | 0.11% | +1,000 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 850 | $250.8K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 1,005 | $251.7K | 0.03% | +1,005 | New |
| Legacy Financial Advisors, Inc. | 1,006 | $252.2K | 0.04% | +1,006 | New |
| Joseph P. Lucia & Associates, LLC | 1,008 | $252.6K | 0.09% | +1,008 | New |
| Strategic Family Wealth Counselors, L.L.C. | 1,008 | $252.7K | 0.07% | −523−34.2% | Reduced |
| United Community Bank | 1,015 | $254.3K | 0.08% | +1,015 | New |
| Cura Wealth Advisors, LLC | 1,020 | $255.6K | 0.11% | +1,020 | New |
| Vista Investment Partners II, LLC | 1,022 | $256.1K | 0.11% | +1,022 | New |
| KRS Capital Management, LLC | 1,025 | $256.8K | 0.16% | +1,025 | New |
| United Advisor Group, LLC | 1,025 | $256.9K | 0.03% | +1,025 | New |
| Woodmont Investment Counsel LLC | 1,027 | $257.3K | 0.02% | +1,027 | New |
| VectorGlobal IAG, Inc. | 1,027 | $257.3K | 0.07% | +1,027 | New |
| Values First Advisors, Inc. | 1,027 | $257.4K | 0.13% | +1,027 | New |
| Independent Wealth Network Inc. | 1,031 | $258.3K | 0.08% | +1,031 | New |
| Wealthcare Capital Partners, LLC | 1,031 | $258.4K | 0.12% | +1,031 | New |
| Zions Bancorporation, National Association | 1,041 | $260.9K | 0.02% | +828+388.7% | Added |
| Financial Security Advisor, Inc. | 1,041 | $260.9K | 0.05% | −495−32.2% | Reduced |
| Brady Martz Wealth Solutions, LLC | 1,043 | $261.4K | 0.04% | +1,043 | New |
| Diversified Enterprises, LLC | 1,045 | $261.9K | 0.01% | +1,045 | New |
| GW&K Investment Management, LLC | 1,044 | $262.0K | 0.00% | +219+26.5% | Added |
| Capital Advisors, Ltd. LLC | 1,049 | $263.0K | 0.03% | −47−4.3% | Reduced |
| Smart Money Group LLC | 1,054 | $264.1K | 0.08% | +1,054 | New |
| Heritage Wealth Management, Inc. | 1,056 | $264.6K | 0.13% | +1,056 | New |
| Income Insurance Ltd | 1,057 | $264.9K | 0.18% | +1,057 | New |
| Avidian Wealth Solutions, LLC | 1,069 | $267.9K | 0.01% | +1,069 | New |
| Amussen Hunsaker Associates LLC | 1,073 | $268.9K | 0.03% | +1,073 | New |
| Natural Investments, LLC | 1,077 | $269.0K | 0.07% | +1,077 | New |
| Family Legacy Financial Solutions, LLC | 529,519 | $269.6K | 0.22% | +528,517+52,746.2% | Added |
| Moss Adams Wealth Advisors LLC | 1,076 | $269.6K | 0.02% | +1,076 | New |
| Onefund, LLC | 1,043 | $270.2K | 0.17% | +1,043 | New |
| Groupama Asset Managment | 1,080 | $270.6K | 0.00% | +1,080 | New |
| Concentric Capital Strategies, LP | 1,082 | $271.1K | 0.02% | +1,082 | New |
| Beverly Hills Private Wealth, LLC | 1,086 | $272.1K | 0.05% | +1,086 | New |
| Root Financial Partners, LLC | 1,092 | $273.6K | 0.01% | +440+67.5% | Added |
| Paces Ferry Wealth Advisors, LLC | 1,095 | $274.4K | 0.11% | +1,095 | New |
| Hengehold Capital Management LLC | 1,097 | $274.9K | 0.02% | +1,097 | New |
| Black Swift Group, LLC | 1,100 | $275.6K | 0.05% | −18,000−94.2% | Reduced |
| Coordinated Financial Services, Inc. | 1,100 | $275.6K | 0.16% | +1,100 | New |
| Financial Engines Advisors L.L.C. | 1,101 | $275.9K | 0.00% | +1,101 | New |
| Mayflower Financial Advisors, LLC | 1,102 | $276.1K | 0.03% | +1,102 | New |
| Quadrant Capital Group LLC | 1,104 | $276.6K | 0.01% | +179+19.4% | Added |
| North Star Asset Management Inc | 1,110 | $278.2K | 0.01% | +1,110 | New |
| Elevatus Welath Management | 1,121 | $281.0K | 0.15% | −446−28.5% | Reduced |
| Versant Capital Management, Inc | 1,122 | $281.2K | 0.03% | +30+2.7% | Added |
| Resonant Capital Advisors, LLC | 1,124 | $281.7K | 0.01% | +1,124 | New |
| Victory Financial Group, LLC | 1,125 | $281.9K | 0.03% | +1,125 | New |
| Eight 31 Financial LLC | 1,127 | $282.4K | 0.17% | +1,127 | New |
| Angeles Wealth Management, LLC | 1,128 | $282.7K | 0.02% | +1,128 | New |
| Jump Financial, LLC | 1,132 | $283.7K | 0.00% | −239,033−99.5% | Reduced |
| Crestwood Advisors Group LLC | 1,138 | $285.1K | 0.00% | +1,138 | New |
| Fairscale Capital, LLC | 1,145 | $286.9K | 0.20% | +53+4.9% | Added |
| Caxton Associates LLP | 1,147 | $287.4K | 0.01% | −176−13.3% | Reduced |
| TCFG Wealth Management, LLC | 1,150 | $288.2K | 0.11% | +1,150 | New |
| Smith Group Asset Management, LLC | 1,150 | $288.2K | 0.01% | +1,150 | New |
| TCFG Investment Advisors, LLC | 1,150 | $288.2K | 0.11% | +1,150 | New |
| Massmutual Trust Co FSB | 1,160 | $290.7K | 0.01% | +161+16.1% | Added |
| Wellspring Financial Advisors, LLC | 1,160 | $290.7K | 0.02% | +1,160 | New |
