| Laurel Wealth Advisors LLC | 416 | $237.8K | 0.04% | +1+0.2% | Added |
| Winthrop Advisory Group LLC | 415 | $237.5K | 0.03% | +1+0.2% | Added |
| Twin Peaks Wealth Advisors, LLC | 414 | $237.2K | 0.10% | +414 | New |
| Northwest Quadrant Wealth Management, LLC | 414 | $237.0K | 0.05% | +414 | New |
| Sonora Investment Management Group, LLC | 410 | $234.8K | 0.02% | −98−19.3% | Reduced |
| Wealth Effects LLC | 409 | $234.2K | 0.08% | −21−4.9% | Reduced |
| Atala Financial Inc | 408 | $233.6K | 0.16% | +408 | New |
| Mosaic Family Wealth Partners, LLC | 407 | $233.1K | 0.03% | +1+0.2% | Added |
| First Western Trust Bank | 405 | $231.9K | 0.01% | +405 | New |
| Cantor Fitzgerald Investment Adviser L.P. | 405 | $231.9K | 0.02% | +405 | New |
| Sheaff Brock Investment Advisors, LLC | 404 | $231.3K | 0.02% | +404 | New |
| TCFG Wealth Management, LLC | 403 | $231.0K | 0.12% | +403 | New |
| Blueshift Asset Management, LLC | 403 | $230.8K | 0.08% | +403 | New |
| Keyvantage Wealth, LLC | 402 | $230.2K | 0.16% | +402 | New |
| SS&H Financial Advisors, Inc. | 400 | $230.0K | 0.08% | +400 | New |
| Prudent Man Advisors, LLC | 401 | $229.6K | 0.08% | +401 | New |
| Beacon Harbor Wealth Advisors, Inc. | 400 | $229.0K | 0.05% | +400 | New |
| McHugh Group, LLC | 400 | $229.0K | 0.17% | +400 | New |
| Intellus Advisors LLC | 400 | $229.0K | 0.04% | +400 | New |
| Tieton Capital Management, LLC | 400 | $229.0K | 0.09% | +400 | New |
| MJP Associates Inc | 399 | $228.4K | 0.04% | +399 | New |
| Lakeshore Financial Planning, Inc. | 398 | $227.9K | 0.10% | +398 | New |
| Smith Anglin Financial, LLC | 397 | $227.4K | 0.02% | +397 | New |
| Accredited Investors Inc. | 396 | $226.8K | 0.01% | +396 | New |
| Westwood Wealth Management | 395 | $226.2K | 0.08% | +395 | New |
| DLK Investment Management, LLC | 393 | $225.0K | 0.09% | +393 | New |
| Tennessee Valley Asset Management Partners | 391 | $223.8K | 0.04% | +391 | New |
| Atlantic Edge Private Wealth Management, LLC | 390 | $223.3K | 0.07% | −14−3.5% | Reduced |
| BLB&B Advisors, LLC | 388 | $222.2K | 0.01% | +388 | New |
| Addison Advisors LLC | 387 | $221.6K | 0.06% | −79−17.0% | Reduced |
| GSB Wealth Management, LLC | 387 | $221.6K | 0.06% | +387 | New |
| Murphy & Mullick Capital Management Corp | 388 | $221.6K | 0.20% | +388 | New |
| Enterprise Financial Services Corp | 386 | $221.0K | 0.12% | +386 | New |
| Consolidated Portfolio Review Corp | 386 | $221.0K | 0.03% | +386 | New |
| Harel Insurance Investments & Financial Services Ltd. | 386 | $221.0K | 0.00% | −431−52.8% | Reduced |
| Firestone Capital Management | 385 | $220.6K | 0.05% | +385 | New |
| KPP Advisory Services LLC | 385 | $220.5K | 0.05% | +385 | New |
| White Pine Capital LLC | 383 | $219.3K | 0.07% | +383 | New |
| CCG Wealth Management, LLC | 383 | $219.3K | 0.12% | +383 | New |
| STAR Financial Bank | 383 | $219.3K | 0.16% | +383 | New |
| Canal Capital Management, LLC | 381 | $218.2K | 0.04% | +381 | New |
| Carnegie Lake Advisors LLC | 380 | $218.0K | 0.09% | +380 | New |
| Indiana Trust & Investment Management CO | 380 | $217.6K | 0.07% | −17−4.3% | Reduced |
| Atticus Wealth Management, LLC | 380 | $217.6K | 0.07% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 379 | $217.0K | 0.18% | +379 | New |
| BIP Wealth, LLC | 378 | $216.4K | 0.01% | −81−17.6% | Reduced |
| SkyOak Wealth, LLC | 378 | $216.4K | 0.05% | +378 | New |
| Edge Wealth Management LLC | 377 | $216.1K | 0.04% | +377 | New |
| Novak & Powell Financial Services, Inc. | 377 | $215.9K | 0.13% | +377 | New |
| Triumph Capital Management | 376 | $215.3K | 0.07% | +376 | New |
| Voya Financial Advisors, Inc. | 375 | $215.1K | 0.02% | −37−9.0% | Reduced |
| Wintrust Investments LLC | 375 | $215.0K | 0.19% | −275−42.3% | Reduced |
| GFG Capital, LLC | 375 | $214.5K | 0.06% | +375 | New |
| AGH Wealth Advisors, LLC | 374 | $214.2K | 0.20% | +374 | New |
| Lion Street Advisors, LLC | 374 | $214.2K | 0.07% | +374 | New |
| BridgePort Financial Solutions, LLC | 352 | $214.0K | 0.10% | +352 | New |
| Park National Corp | 371 | $212.4K | 0.01% | +371 | New |
| Boston Family Office LLC | 370 | $212.0K | 0.01% | +370 | New |
| Carrera Capital Advisors | 368 | $211.0K | 0.05% | +368 | New |
| Kolinsky Wealth Management, LLC | 368 | $211.0K | 0.13% | +368 | New |
| O'Dell Group, LLC | 365 | $209.0K | 0.05% | +365 | New |
| Gilliland Jeter Wealth Management LLC | 365 | $209.0K | 0.07% | +2+0.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 365 | $209.0K | 0.01% | +365 | New |
| AlphaStar Capital Management, LLC | 365 | $208.8K | 0.02% | +365 | New |
| NBW Capital LLC | 364 | $208.4K | 0.04% | −119−24.6% | Reduced |
| Catalyst Capital Advisors LLC | 363 | $207.9K | 0.00% | +246+210.3% | Added |
| Smith, Salley & Associates | 363 | $207.9K | 0.01% | +363 | New |
| Chesapeake Wealth Management | 363 | $207.9K | 0.07% | +363 | New |
| Genesis Private Wealth, LLC | 363 | $207.9K | 0.11% | +363 | New |
| Umpqua Bank | 363 | $207.5K | 0.07% | +363 | New |
| Towercrest Capital Management | 362 | $207.3K | 0.03% | +362 | New |
| Sand Hill Global Advisors, LLC | 361 | $206.7K | 0.01% | +361 | New |
| Moller Financial Services | 361 | $206.7K | 0.05% | +361 | New |
| Silicon Valley Capital Partners | 361 | $206.6K | 0.02% | +350+3,181.8% | Added |
| Partners Wealth Management, LLC | 360 | $206.1K | 0.23% | +360 | New |
| Firethorn Wealth Partners, LLC | 359 | $205.6K | 0.10% | +359 | New |
| Central Valley Advisors, LLC | 359 | $205.6K | 0.09% | +359 | New |
| WP Advisors, LLC | 359 | $205.5K | 0.07% | +359 | New |
| Howard Financial Services, Ltd. | 358 | $205.2K | 0.03% | +358 | New |
| Boston Financial Mangement LLC | 358 | $205.0K | 0.01% | +358 | New |
| Objective Capital Management, LLC | 357 | $204.6K | 0.14% | +357 | New |
| XTX Topco Ltd | 357 | $204.4K | 0.02% | −4,298−92.3% | Reduced |
| KFA Private Wealth Group, LLC | 357 | $204.3K | 0.09% | +357 | New |
| Westfuller Advisors, LLC | 356 | $204.0K | 0.13% | +356 | New |
| Evanson Asset Management, LLC | 356 | $203.9K | 0.01% | +356 | New |
| Alpha Cubed Investments, LLC | 355 | $203.3K | 0.01% | +355 | New |
| Echo45 Advisors LLC | 350 | $203.2K | 0.13% | +350 | New |
| D.B. Root & Company, LLC | 354 | $202.7K | 0.06% | +354 | New |
| Householder Group Estate & Retirement Specialist, LLC | 353 | $202.0K | 0.15% | −55−13.5% | Reduced |
| Capital Advisors, Ltd. LLC | 353 | $202.0K | 0.03% | +2+0.6% | Added |
| AXS Investments LLC | 352 | $201.6K | 0.06% | +352 | New |
| Financial Guidance Group, Inc. | 351 | $201.0K | 0.11% | +351 | New |
| Aureus Asset Management, LLC | 350 | $200.4K | 0.01% | +350 | New |
| Acropolis Investment Management, LLC | 342 | $195.8K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 334 | $191.3K | 0.03% | −73−17.9% | Reduced |
| Millstone Evans Group, LLC | 325 | $186.1K | 0.13% | +325 | New |
| Miller Wealth Advisors, LLC | 322 | $184.4K | 0.09% | 00.0% | Unchanged |
| Trust Co | 322 | $184.4K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 321 | $183.8K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 319 | $182.7K | 0.03% | +7+2.2% | Added |
