| First National Trust Co | 531 | $224.3K | 0.01% | +531 | New |
| USS Investment Management Ltd | 532 | $224.8K | 0.00% | +532 | New |
| Wimmer Associates 1, LLC | 534 | $225.5K | 0.11% | +534 | New |
| Everpar Advisors LLC | 535 | $226.0K | 0.09% | +535 | New |
| Moss Adams Wealth Advisors LLC | 535 | $226.0K | 0.02% | +535 | New |
| Seven Mile Advisory | 536 | $226.4K | 0.04% | +536 | New |
| Keystone Financial Group | 541 | $228.7K | 0.02% | +541 | New |
| Castle Rock Wealth Management, LLC | 533 | $228.7K | 0.05% | +533 | New |
| VisionPoint Advisory Group, LLC | 542 | $228.9K | 0.05% | +542 | New |
| Millstone Evans Group, LLC | 543 | $229.3K | 0.15% | +15+2.8% | Added |
| BridgePort Financial Solutions, LLC | 543 | $229.4K | 0.06% | +543 | New |
| Old Port Advisors | 543 | $229.4K | 0.06% | +543 | New |
| Red Mountain Financial, LLC | 544 | $229.7K | 0.23% | +544 | New |
| BSW Wealth Partners | 544 | $229.8K | 0.03% | +544 | New |
| Krane Funds Advisors LLC | 563 | $230.3K | 0.01% | −195−25.7% | Reduced |
| SWS Partners | 546 | $230.5K | 0.06% | +546 | New |
| Amussen Hunsaker Associates LLC | 548 | $231.7K | 0.02% | +548 | New |
| S.A. Mason LLC | 550 | $232.3K | 0.10% | 00.0% | Unchanged |
| Robotti Robert | 550 | $232.3K | 0.04% | +550 | New |
| Vestmark Advisory Solutions, Inc. | 550 | $232.3K | 0.00% | +550 | New |
| Traphagen Investment Advisors LLC | 550 | $232.4K | 0.02% | +550 | New |
| a16z Perennial Management, L.P. | 554 | $234.0K | 0.02% | +554 | New |
| Longboard Asset Management, LP | 554 | $234.0K | 0.38% | +554 | New |
| Cassaday & Co Wealth Management LLC | 560 | $236.5K | 0.01% | +560 | New |
| Adirondack Trust Co | 562 | $237.4K | 0.08% | −2−0.4% | Reduced |
| Blueshift Asset Management, LLC | 562 | $237.4K | 0.07% | +562 | New |
| Retirement Planning Group | 566 | $238.9K | 0.01% | +566 | New |
| Monument Capital Management | 569 | $240.3K | 0.06% | +569 | New |
| Kaydan Wealth Management, Inc. | 569 | $240.3K | 0.07% | +569 | New |
| Colton Groome Financial Advisors, LLC | 570 | $240.8K | 0.07% | +570 | New |
| Ignite Planners, LLC | 571 | $241.2K | 0.04% | +571 | New |
| Brady Family Wealth, LLC | 573 | $242.0K | 0.07% | +573 | New |
| Walter & Keenan Financial Consulting Co | 575 | $242.9K | 0.07% | +575 | New |
| Renaissance Investment Group LLC | 575 | $242.9K | 0.05% | +575 | New |
| Armstrong Advisory Group, Inc | 576 | $243.2K | 0.02% | +36+6.7% | Added |
| Ellis Investment Partners, LLC | 577 | $244.0K | 0.04% | +577 | New |
| Ballast Advisors LLC | 582 | $245.8K | 0.07% | −77−11.7% | Reduced |
| Aristotle Capital Management, LLC | 582 | $245.8K | 0.00% | +582 | New |
| Catalina Capital Group, LLC | 584 | $246.7K | 0.15% | +584 | New |
| Douglas Lane & Associates, LLC | 585 | $247.2K | 0.00% | +585 | New |
| Global Wealth Management Investment Advisory, Inc. | 586 | $247.5K | 0.04% | +586 | New |
| Princeton Capital Management LLC | 587 | $247.9K | 0.07% | +587 | New |
| GTS Securities LLC | 589 | $248.8K | 0.01% | +589 | New |
| Simon Quick Advisors, LLC | 589 | $248.8K | 0.01% | +589 | New |
| Nvest Financial, LLC | 594 | $250.9K | 0.14% | +594 | New |
| Total Clarity Wealth Management, Inc. | 595 | $251.4K | 0.07% | +595 | New |
| Swisher Financial Concepts, Inc. | 596 | $251.9K | 0.15% | −125−17.3% | Reduced |
| Meadow Creek Wealth Advisors LLC | 597 | $252.3K | 0.17% | +597 | New |
| Baker Boyer National Bank | 598 | $252.6K | 0.08% | +598 | New |
| Chilton Capital Management LLC | 598 | $252.6K | 0.01% | −250−29.5% | Reduced |
| Citizens & Northern Corp | 600 | $253.4K | 0.06% | +600 | New |
| Catalyst Funds Management Pty Ltd | 600 | $253.4K | 0.04% | +600 | New |
| Pine Valley Investments Ltd Liability Co | 602 | $254.4K | 0.01% | +602 | New |
| Clarius Group, LLC | 604 | $255.1K | 0.02% | −304−33.5% | Reduced |
| Sonoma Allocations LLC | 606 | $255.1K | 0.09% | +606 | New |
| STAR Financial Bank | 607 | $256.4K | 0.15% | −10−1.6% | Reduced |
| Capital Planning Advisors, LLC | 607 | $256.4K | 0.04% | +607 | New |
| Canopy Partners, LLC | 607 | $256.4K | 0.09% | +607 | New |
| Bell Bank | 608 | $256.8K | 0.01% | +608 | New |
| Kavar Capital Partners Group, LLC | 608 | $256.8K | 0.03% | +608 | New |
| Quantum Financial Advisors, LLC | 608 | $256.9K | 0.03% | +608 | New |
| Northern Capital Management, Inc. | 612 | $258.3K | 0.14% | +1+0.2% | Added |
| Purkiss Capital Advisors LLC | 614 | $259.5K | 0.12% | +614 | New |
| Valley National Advisers Inc | 616 | $260.0K | 0.04% | −19−3.0% | Reduced |
| Advus Financial Partners, LLC | 622 | $262.7K | 0.06% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 627 | $264.8K | 0.13% | +627 | New |
| LMG Wealth Partners, LLC | 628 | $265.2K | 0.05% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 630 | $266.1K | 0.00% | −47,262−98.7% | Reduced |
| Centerpoint Advisory Group | 630 | $266.1K | 0.21% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 632 | $266.9K | 0.01% | +632 | New |
| Waterloo Capital, L.P. | 633 | $267.5K | 0.02% | +633 | New |
| Concorde Asset Management, LLC | 626 | $268.3K | 0.11% | +626 | New |
| Capital Asset Advisory Services LLC | 638 | $269.4K | 0.01% | −20−3.0% | Reduced |
| Crewe Advisors LLC | 640 | $270.3K | 0.03% | +115+21.9% | Added |
| One Capital Management, LLC | 641 | $270.9K | 0.01% | −4−0.6% | Reduced |
| Aprio Wealth Management, LLC | 643 | $271.5K | 0.03% | +643 | New |
| Crescent Grove Advisors, LLC | 644 | $272.0K | 0.03% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 645 | $272.4K | 0.03% | +5+0.8% | Added |
| Shell Asset Management Co | 648 | $274.0K | 0.03% | −4,860−88.2% | Reduced |
| Ingalls & Snyder LLC | 648 | $274.0K | 0.01% | 00.0% | Unchanged |
| BXM Wealth LLC | 649 | $274.1K | 0.26% | +649 | New |
| Forum Private Client Group LLC | 651 | $274.8K | 0.10% | +2+0.3% | Added |
| Federated Hermes, Inc. | 652 | $275.4K | 0.00% | −9,666−93.7% | Reduced |
| FRG Family Wealth Advisors LLC | 655 | $276.7K | 0.04% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 655 | $276.7K | 0.16% | 00.0% | Unchanged |
| Winton Group Ltd | 655 | $276.7K | 0.01% | +655 | New |
| Palisades Hudson Asset Management, L.P. | 655 | $277.0K | 0.10% | 00.0% | Unchanged |
| Alpha Family Trust | 661 | $279.2K | 0.13% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 662 | $279.7K | 0.02% | −1−0.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 663 | $280.0K | 0.03% | 00.0% | Unchanged |
| Camden National Bank | 663 | $280.0K | 0.04% | +663 | New |
| Journey Strategic Wealth LLC | 664 | $280.5K | 0.01% | +52+8.5% | Added |
| Bullock Wealth Management Group | 661 | $280.5K | 0.14% | +3+0.5% | Added |
| River Wealth Advisors LLC | 666 | $281.3K | 0.03% | 00.0% | Unchanged |
| Old North State Trust, LLC | 668 | $282.0K | 0.17% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 669 | $282.9K | 0.01% | +669 | New |
| Deseret Mutual Benefit Administrators | 670 | $283.0K | 0.12% | −25−3.6% | Reduced |
| Childress Capital Advisors, LLC | 671 | $283.6K | 0.05% | +7+1.1% | Added |
| Betterment LLC | 673 | $284.0K | 0.00% | +23+3.5% | Added |
| Flagship Harbor Advisors, LLC | 674 | $284.5K | 0.01% | −13−1.9% | Reduced |
