| Fountainhead AM, LLC | 345 | $307.5K | 0.06% | +345 | New |
| First Financial Bank - Trust Division | 345 | $307.5K | 0.03% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 345 | $307.7K | 0.03% | +2+0.6% | Added |
| Cornell Pochily Investment Advisors, Inc. | 346 | $308.4K | 0.11% | −4−1.1% | Reduced |
| Unionview, LLC | 347 | $309.3K | 0.23% | −9−2.5% | Reduced |
| West Chester Capital Advisors, Inc | 347 | $309.3K | 0.17% | +347 | New |
| Capital Advisors Wealth Management, LLC | 347 | $309.3K | 0.06% | +347 | New |
| AssuredPartners Investment Advisors, LLC | 347 | $309.3K | 0.06% | +347 | New |
| Activest Wealth Management | 347 | $309.5K | 0.09% | −73−17.4% | Reduced |
| Global Strategic Investment Solutions, LLC | 347 | $309.7K | 0.04% | −86−19.9% | Reduced |
| Solstein Capital, LLC | 348 | $310.2K | 0.17% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 348 | $310.2K | 0.01% | −11−3.1% | Reduced |
| Vista Investment Partners LLC | 349 | $311.1K | 0.10% | 00.0% | Unchanged |
| Kraft, Davis & Associates, LLC | 307 | $311.4K | 0.09% | −20−6.1% | Reduced |
| Birch Capital Management, LLC | 350 | $312.0K | 0.16% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 350 | $312.0K | 0.10% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 350 | $312.0K | 0.11% | 00.0% | Unchanged |
| Community Bank, N.A. | 350 | $312.0K | 0.04% | 00.0% | Unchanged |
| Youngs Advisory Group, Inc. | 351 | $312.9K | 0.13% | +3+0.9% | Added |
| Wescott Financial Advisory Group, LLC | 351 | $312.9K | 0.03% | +54+18.2% | Added |
| Quad-Cities Investment Group, LLC | 352 | $313.7K | 0.15% | −120−25.4% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 352 | $313.7K | 0.03% | +3+0.9% | Added |
| Mitchell Capital Management Co | 352 | $313.7K | 0.05% | +352 | New |
| Meridian Wealth Partners, LLC | 353 | $314.6K | 0.05% | +4+1.1% | Added |
| Amplius Wealth Advisors, LLC | 353 | $314.6K | 0.03% | +17+5.1% | Added |
| Dupree Financial Group, LLC | 354 | $315.5K | 0.14% | +7+2.0% | Added |
| Enzi Wealth | 331 | $315.8K | 0.12% | +11+3.4% | Added |
| Sharper & Granite LLC | 355 | $316.4K | 0.14% | +60+20.3% | Added |
| Quantum Financial Advisors, LLC | 355 | $316.4K | 0.05% | 00.0% | Unchanged |
| Financial Management Network Inc | 360 | $317.2K | 0.07% | −10−2.7% | Reduced |
| Sage Private Wealth Group, LLC | 356 | $317.3K | 0.24% | −3−0.8% | Reduced |
| Wealth Quarterback LLC | 356 | $317.3K | 0.15% | 00.0% | Unchanged |
| Truvestments Capital LLC | 356 | $317.3K | 0.08% | +17+5.0% | Added |
| Running Point Capital Advisors, LLC | 356 | $317.3K | 0.11% | +356 | New |
| Total Clarity Wealth Management, Inc. | 357 | $318.2K | 0.10% | +54+17.8% | Added |
| Smith Chas P & Associates Pa Cpas | 358 | $318.6K | 0.02% | +358 | New |
| MV Capital Management, Inc. | 358 | $319.1K | 0.03% | −1−0.3% | Reduced |
| Capital Planning Advisors, LLC | 358 | $319.1K | 0.05% | +2+0.6% | Added |
| Hanlon Investment Management, Inc. | 358 | $319.1K | 0.09% | +15+4.4% | Added |
| Brave Asset Management Inc | 358 | $319.1K | 0.10% | +29+8.8% | Added |
| Peninsula Wealth, LLC | 358 | $319.1K | 0.05% | +26+7.8% | Added |
| Vantage Point Financial LLC | 358 | $319.1K | 0.17% | +358 | New |
| Ullmann Financial Group, Inc. | 358 | $319.5K | 0.04% | +4+1.1% | Added |
| M1 Capital Management LLC | 359 | $320.0K | 0.17% | +359 | New |
| Uptown Financial Advisors LLC | 360 | $320.9K | 0.35% | +360 | New |
| Oxford Financial Group Ltd | 362 | $322.7K | 0.02% | −43−10.6% | Reduced |
| Riverview Trust Co | 362 | $322.7K | 0.29% | −30−7.7% | Reduced |
| 1st Source Bank | 362 | $322.7K | 0.02% | +8+2.3% | Added |
| Grimes & Company, Inc. | 362 | $323.0K | 0.01% | +17+4.9% | Added |
| Family Management Corp | 363 | $323.5K | 0.05% | +6+1.7% | Added |
| Wick Capital Partners, LLC | 364 | $324.2K | 0.10% | +55+17.8% | Added |
| Luts & Greenleigh Group, Inc | 364 | $324.4K | 0.32% | +5+1.4% | Added |
| Sigma Investment Counselors Inc | 365 | $325.3K | 0.02% | +3+0.8% | Added |
| Rossmore Private Capital | 365 | $325.3K | 0.04% | +73+25.0% | Added |
| Stark Wealth Management LLC | 366 | $326.2K | 0.24% | +366 | New |
| LWM Advisory Services, LLC | 369 | $328.3K | 0.23% | +32+9.5% | Added |
| Sittner & Nelson, LLC | 370 | $329.8K | 0.14% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 370 | $329.8K | 0.25% | +10+2.8% | Added |
| MGB Wealth Management, LLC | 370 | $330.6K | 0.10% | +370 | New |
| Manuka Financial, LLC | 371 | $330.7K | 0.22% | +371 | New |
| Clark Financial Services Group Inc | 371 | $331.0K | 0.25% | +371 | New |
| Signature Wealth Management Partners, LLC | 372 | $331.6K | 0.23% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 373 | $332.0K | 0.17% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 377 | $332.2K | 0.02% | +7+1.9% | Added |
| Strait & Sound Wealth Management LLC | 373 | $332.5K | 0.15% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 373 | $332.5K | 0.04% | +4+1.1% | Added |
| Gallacher Capital Management LLC | 374 | $333.4K | 0.17% | +38+11.3% | Added |
| Cypress Point Wealth Management, LLC | 375 | $334.2K | 0.10% | −148−28.3% | Reduced |
| Kimelman & Baird, LLC | 375 | $334.2K | 0.03% | 00.0% | Unchanged |
| Eagle Strategies LLC | 375 | $334.2K | 0.06% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 375 | $334.2K | 0.07% | +68+22.1% | Added |
| Osprey Private Wealth LLC | 375 | $334.2K | 0.23% | +75+25.0% | Added |
| Bridgewealth Advisory Group, LLC | 321 | $335.0K | 0.09% | +321 | New |
| Fortitude Advisory Group L.L.C. | 376 | $335.1K | 0.20% | −11−2.8% | Reduced |
| Sutton Place Investors LLC | 376 | $335.1K | 0.19% | +37+10.9% | Added |
| PFW Advisors LLC | 376 | $335.1K | 0.10% | +376 | New |
| Berkshire Money Management, Inc. | 376 | $335.2K | 0.04% | +376 | New |
| Advisors Management Group Inc | 377 | $336.0K | 0.08% | +377 | New |
| SkyOak Wealth, LLC | 377 | $336.0K | 0.07% | −22−5.5% | Reduced |
| Acorn Creek Capital LLC | 377 | $336.0K | 0.17% | +2+0.5% | Added |
| Financial Enhancement Group LLC | 402 | $337.8K | 0.05% | +402 | New |
| Midwest Professional Planners, LTD. | 379 | $337.8K | 0.10% | +17+4.7% | Added |
| Runnymede Capital Advisors, Inc. | 379 | $337.8K | 0.30% | +379 | New |
| Breakthru Advisory Services, LLC | 379 | $337.8K | 0.31% | +379 | New |
| SWP Financial LLC | 380 | $338.7K | 0.20% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 382 | $340.5K | 0.06% | −147−27.8% | Reduced |
| Key Client Fiduciary Advisors, LLC | 382 | $340.5K | 0.15% | −1−0.3% | Reduced |
| Abound Wealth Management | 382 | $340.6K | 0.11% | +32+9.1% | Added |
| Univest Financial Corp | 383 | $341.4K | 0.02% | −100−20.7% | Reduced |
| Level Financial Advisors, Inc. | 384 | $342.3K | 0.13% | +8+2.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 384 | $342.3K | 0.09% | +18+4.9% | Added |
| Nikulski Financial, Inc. | 385 | $343.2K | 0.10% | 00.0% | Unchanged |
| JSF Financial, LLC | 385 | $343.2K | 0.09% | +385 | New |
| LCM Capital Management Inc | 385 | $343.2K | 0.19% | +385 | New |
| DecisionMap Wealth Management, LLC | 385 | $343.2K | 0.27% | +385 | New |
| Putney Financial Group LLC | 385 | $343.2K | 0.31% | +385 | New |
| Wernau Asset Management Inc. | 385 | $343.5K | 0.33% | +385 | New |
| Optivise Advisory Services LLC | 386 | $344.1K | 0.19% | −40−9.4% | Reduced |
| Studio Investment Management LLC | 386 | $344.1K | 0.07% | −16−4.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 386 | $344.1K | 0.00% | +11+2.9% | Added |
