| Bangor Savings Bank | 423 | $282.0K | 0.03% | +5+1.2% | Added |
| Glassman Wealth Services | 423 | $281.0K | 0.05% | −31−6.8% | Reduced |
| Delphia (USA) Inc. | 421 | $280.0K | 0.30% | +421 | New |
| Salem Investment Counselors Inc | 418 | $278.0K | 0.01% | −1−0.2% | Reduced |
| Jacobi Capital Management LLC | 418 | $278.0K | 0.03% | +8+2.0% | Added |
| Ignite Planners, LLC | 480 | $278.0K | 0.18% | +480 | New |
| Investors Financial Group, LLC | 417 | $277.0K | 0.13% | −10−2.3% | Reduced |
| Meridian Wealth Management, LLC | 416 | $277.0K | 0.03% | +3+0.7% | Added |
| Moloney Securities Asset Management, LLC | 417 | $277.0K | 0.05% | +417 | New |
| Cottonwood Capital Advisors, LLC | 417 | $277.0K | 0.21% | +417 | New |
| Essex Investment Management Co LLC | 415 | $276.0K | 0.03% | 00.0% | Unchanged |
| Unionview, LLC | 414 | $275.0K | 0.26% | +414 | New |
| DHJJ Financial Advisors, Ltd. | 411 | $273.0K | 0.13% | −2−0.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 411 | $273.0K | 0.01% | +222+117.5% | Added |
| Gill Capital Partners, LLC | 411 | $273.0K | 0.12% | +411 | New |
| Marino, Stram & Associates LLC | 411 | $273.0K | 0.08% | +411 | New |
| Kolinsky Wealth Management, LLC | 411 | $273.0K | 0.25% | +411 | New |
| Camden Capital, LLC | 408 | $271.0K | 0.06% | −890−68.6% | Reduced |
| Wexford Capital LP | 408 | $271.0K | 0.03% | +408 | New |
| Associated Banc-Corp | 406 | $270.0K | 0.01% | +406 | New |
| Smith Shellnut Wilson LLC | 404 | $269.0K | 0.13% | +404 | New |
| First Citizens Bank & Trust Co | 405 | $269.0K | 0.01% | +405 | New |
| PrairieView Partners, LLC | 403 | $268.0K | 0.04% | +403 | New |
| Davidson Trust Co | 402 | $267.0K | 0.18% | −101−20.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 401 | $267.0K | 0.03% | +401 | New |
| Arjuna Capital | 401 | $267.0K | 0.10% | +401 | New |
| Amussen Hunsaker Associates LLC | 398 | $266.0K | 0.06% | −779−66.2% | Reduced |
| 1776 Wealth LLC | 400 | $266.0K | 0.14% | +400 | New |
| Quent Capital, LLC | 399 | $266.0K | 0.06% | +399 | New |
| Blueshift Asset Management, LLC | 399 | $265.0K | 0.02% | −4,801−92.3% | Reduced |
| Jag Capital Management, LLC | 399 | $265.0K | 0.02% | +399 | New |
| Eagle Strategies LLC | 399 | $265.0K | 0.10% | +399 | New |
| Axiom Investment Management LLC | 393 | $263.0K | 0.25% | +393 | New |
| TCI Wealth Advisors, Inc. | 394 | $262.0K | 0.04% | −6−1.5% | Reduced |
| Atwood & Palmer Inc | 394 | $262.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 391 | $261.0K | 0.02% | +7+1.8% | Added |
| Guyasuta Investment Advisors Inc | 392 | $261.0K | 0.02% | +392 | New |
| Wolff Wiese Magana LLC | 390 | $260.0K | 0.17% | −71−15.4% | Reduced |
| Vantage Consulting Group Inc | 391 | $260.0K | 0.07% | −69−15.0% | Reduced |
| Clarity Wealth Advisors, LLC | 391 | $260.0K | 0.12% | +391 | New |
| Simplify Asset Management Inc. | 390 | $260.0K | 0.03% | +390 | New |
| Wealth Dimensions Group, Ltd. | 391 | $260.0K | 0.13% | +391 | New |
| Syntax Advisors, LLC | 391 | $260.0K | 0.19% | +391 | New |
| Headinvest, LLC | 389 | $259.0K | 0.05% | +389 | New |
| First Command Financial Services, Inc. | 388 | $258.0K | 0.04% | +76+24.4% | Added |
| InterOcean Capital Group, LLC | 386 | $257.0K | 0.01% | −599−60.8% | Reduced |
| Grant/GrossMendelsohn, LLC | 411 | $255.0K | 0.20% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 381 | $254.0K | 0.07% | +381 | New |
| VeraBank, N.A. | 381 | $254.0K | 0.13% | +381 | New |
| Red Wave Investments LLC | 381 | $254.0K | 0.09% | +381 | New |
| Circle Wealth Management, LLC | 380 | $253.0K | 0.03% | +380 | New |
| Swarthmore Group Inc | 379 | $252.0K | 0.06% | +379 | New |
| MainStreet Investment Advisors LLC | 377 | $251.0K | 0.02% | −58−13.3% | Reduced |
| Berkshire Bank | 378 | $251.0K | 0.06% | +378 | New |
| Fortitude Advisory Group L.L.C. | 377 | $251.0K | 0.13% | +377 | New |
| TRUE Private Wealth Advisors | 377 | $250.0K | 0.04% | +377 | New |
| Meridian Financial, LLC | 375 | $249.5K | 0.23% | +375 | New |
| BLB&B Advisors, LLC | 374 | $249.0K | 0.02% | −405−52.0% | Reduced |
| Elgethun Capital Management | 375 | $249.0K | 0.09% | +375 | New |
| Howland Capital Management LLC | 371 | $247.0K | 0.01% | +371 | New |
| Univest Financial Corp | 370 | $246.0K | 0.06% | +370 | New |
| Mitchell Sinkler & Starr | 370 | $246.0K | 0.07% | +370 | New |
| Barr E S & Co | 368 | $245.0K | 0.02% | +368 | New |
| RMR Wealth Builders | 367 | $244.0K | 0.07% | −6,628−94.8% | Reduced |
| ARGI Investment Services, LLC | 367 | $244.0K | 0.01% | +367 | New |
| PRW Wealth Management LLC | 367 | $244.0K | 0.11% | +367 | New |
| Colonial River Wealth Management, LLC | 366 | $244.0K | 0.13% | +366 | New |
| Creative Financial Designs Inc | 365 | $243.0K | 0.04% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 364 | $242.0K | 0.03% | −212−36.8% | Reduced |
| Accel Wealth Management | 364 | $242.0K | 0.12% | −17−4.5% | Reduced |
| Heron Financial Group, LLC | 403 | $239.0K | 0.13% | −70−14.8% | Reduced |
| Roberts Wealth Advisors, LLC | 360 | $239.0K | 0.09% | +360 | New |
| Rosenberg Matthew Hamilton | 358 | $238.0K | 0.08% | +43+13.7% | Added |
| Samalin Investment Counsel, LLC | 358 | $238.0K | 0.14% | +358 | New |
| West Wealth Group, LLC | 358 | $238.0K | 0.09% | +358 | New |
| Seven Eight Capital, LP | 356 | $237.0K | 0.04% | +356 | New |
| Trust Co of Kansas | 356 | $237.0K | 0.13% | +356 | New |
| Sutton Wealth Advisors Inc. | 356 | $236.9K | 0.08% | 00.0% | Unchanged |
| NBW Capital LLC | 354 | $236.0K | 0.05% | +354 | New |
| Lenox Wealth Advisors, LLC | 351 | $234.0K | 0.03% | +2+0.6% | Added |
| Morris Retirement Advisors, LLC | 352 | $234.0K | 0.18% | +352 | New |
| State of Wyoming | 350 | $233.0K | 0.11% | −142−28.9% | Reduced |
| Capital Investment Services of America, Inc. | 350 | $233.0K | 0.02% | +350 | New |
| Roman Butler Fullerton & Co | 349 | $232.0K | 0.10% | +349 | New |
| McGuire Investment Group, LLC | 348 | $232.0K | 0.04% | +348 | New |
| Smith Anglin Financial, LLC | 346 | $230.0K | 0.04% | +346 | New |
| Missouri Trust & Investment Co | 346 | $230.0K | 0.13% | +346 | New |
| Parcion Private Wealth LLC | 379 | $229.0K | 0.02% | −477−55.7% | Reduced |
| KB Financial Partners, LLC | 344 | $229.0K | 0.07% | +344 | New |
| PBMares Wealth Management LLC | 343 | $228.0K | 0.10% | +343 | New |
| Beacon Financial Advisory LLC | 339 | $226.0K | 0.10% | +339 | New |
| American Institute for Advanced Investment Management, LLP | 340 | $226.0K | 0.15% | +340 | New |
| Opal Wealth Advisors, LLC | 339 | $225.0K | 0.14% | +339 | New |
| Hamilton Capital, LLC | 337 | $224.0K | 0.02% | +337 | New |
| Secure Asset Management, LLC | 336 | $224.0K | 0.09% | +336 | New |
| Pictet & Cie (Europe) SA | 335 | $223.0K | 0.01% | +335 | New |
| Smith Chas P & Associates Pa Cpas | 333 | $222.0K | 0.02% | +333 | New |
| Resurgent Financial Advisors LLC | 334 | $222.0K | 0.18% | +334 | New |
| Wolf Group Capital Advisors | 330 | $220.0K | 0.04% | +330 | New |
| Quad-Cities Investment Group, LLC | 330 | $220.0K | 0.14% | +330 | New |
