| Cape Ann Savings Bank | 510 | $202.1K | 0.10% | +510 | New |
| Bangor Savings Bank | 511 | $202.5K | 0.02% | +61+13.6% | Added |
| Brown Wealth Management, LLC | 511 | $202.5K | 0.05% | +511 | New |
| Flatrock Wealth Partners LLC | 514 | $203.7K | 0.10% | +514 | New |
| Clarity Financial LLC | 514 | $203.8K | 0.02% | −121−19.1% | Reduced |
| Davy Global Fund Management Ltd | 515 | $204.1K | 0.01% | −149−22.4% | Reduced |
| Entruity Wealth, LLC | 516 | $204.5K | 0.15% | +516 | New |
| Evergreen Wealth Solutions, LLC | 516 | $204.5K | 0.03% | +516 | New |
| Washington Growth Strategies LLC | 516 | $204.5K | 0.13% | +516 | New |
| Leverty Financial Group, LLC | 517 | $204.9K | 0.05% | +517 | New |
| WoodTrust Financial Corp | 517 | $205.0K | 0.02% | +517 | New |
| Meritas Wealth Management, LLC | 518 | $205.3K | 0.10% | +518 | New |
| Elevation Wealth Management LLC | 520 | $206.1K | 0.20% | +520 | New |
| Field & Main Bank | 521 | $206.5K | 0.06% | +5+1.0% | Added |
| Trust Co of Virginia | 522 | $206.9K | 0.02% | +522 | New |
| Bush Investment Group, LLC | 522 | $206.9K | 0.12% | +522 | New |
| Third View Private Wealth, LLC | 522 | $206.9K | 0.03% | +522 | New |
| Boyer Financial Services, Inc. | 520 | $207.1K | 0.22% | +520 | New |
| Smallwood Wealth Investment Management, LLC | 525 | $208.1K | 0.11% | +26+5.2% | Added |
| St Germain D J Co Inc | 526 | $208.5K | 0.01% | −15−2.8% | Reduced |
| Absolute Capital Management, LLC | 526 | $208.5K | 0.08% | +526 | New |
| Arbor Capital Management Inc | 512 | $208.5K | 0.17% | +512 | New |
| Perryman Financial Advisory Inc | 527 | $208.9K | 0.03% | +527 | New |
| Pacific Sun Financial Corp | 527 | $208.9K | 0.10% | +527 | New |
| Sanchez Wealth Management Group | 528 | $209.3K | 0.04% | −163−23.6% | Reduced |
| ZRC Wealth Management, LLC | 528 | $209.3K | 0.07% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 529 | $209.6K | 0.03% | +529 | New |
| Blue Jean Financial LLC | 534 | $211.6K | 0.17% | +534 | New |
| Birch Capital Management, LLC | 535 | $212.0K | 0.11% | 00.0% | Unchanged |
| Washburn Capital Management, Inc. | 535 | $212.0K | 0.12% | +535 | New |
| Boyer & Corporon Wealth Management, LLC | 536 | $212.4K | 0.06% | +536 | New |
| ForthRight Wealth Management, LLC | 537 | $212.8K | 0.06% | +537 | New |
| Highland Financial Advisors, LLC | 537 | $212.8K | 0.06% | +537 | New |
| Bank Hapoalim BM | 538 | $213.0K | 0.02% | +538 | New |
| Wagner Wealth Management, LLC | 539 | $213.6K | 0.05% | +539 | New |
| Bonfire Financial | 539 | $213.6K | 0.16% | +539 | New |
| Greenberg Financial Group | 540 | $214.0K | 0.09% | +540 | New |
| American National Bank | 541 | $214.4K | 0.02% | +210+63.4% | Added |
| Cheviot Value Management, LLC | 434 | $214.6K | 0.02% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 542 | $214.8K | 0.01% | +325+149.8% | Added |
| Ervin Investment Management, LLC | 543 | $215.2K | 0.12% | +543 | New |
| Mraz, Amerine & Associates, Inc. | 543 | $215.2K | 0.03% | +543 | New |
| Piscataqua Savings Bank | 544 | $215.6K | 0.15% | 00.0% | Unchanged |
| Prospect Financial Services LLC | 544 | $215.6K | 0.12% | +544 | New |
| Strata Wealth Advisors, LLC | 544 | $215.6K | 0.06% | −256−32.0% | Reduced |
| Shira Ridge Wealth Management | 544 | $215.6K | 0.09% | +544 | New |
| May Barnhard Investments LLC | 544 | $215.6K | 0.10% | +544 | New |
| Lakeshore Financial Planning, Inc. | 547 | $216.8K | 0.08% | +547 | New |
| Redstone Wealth Management, LLC | 547 | $216.8K | 0.17% | +547 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 542 | $217.7K | 0.00% | −72−11.7% | Reduced |
| Cookson Peirce & Co Inc | 550 | $218.0K | 0.01% | −200−26.7% | Reduced |
| Pilgrim Partners Asia Pte Ltd | 550 | $218.0K | 0.10% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 550 | $218.0K | 0.02% | +35+6.8% | Added |
| RFG - Bristol Wealth Advisors, LLC | 550 | $218.0K | 0.06% | +550 | New |
| Syntegra Private Wealth Group, LLC | 551 | $218.4K | 0.02% | −65−10.6% | Reduced |
| Aspen Wealth Strategies, LLC | 551 | $218.4K | 0.12% | +551 | New |
| My Personal CFO, LLC | 552 | $218.8K | 0.09% | +552 | New |
| Abundance Wealth Counselors | 552 | $218.8K | 0.04% | +552 | New |
| Journey Beyond Wealth, LLC | 552 | $218.8K | 0.17% | +552 | New |
| Tufton Capital Management | 555 | $219.0K | 0.04% | +555 | New |
| Sage Advisors, LLC | 553 | $219.2K | 0.15% | +553 | New |
| HT Partners LLC | 554 | $219.6K | 0.07% | +554 | New |
| Vident Advisory, LLC | 554 | $219.6K | 0.00% | +554 | New |
| Brooks, Moore & Associates, Inc. | 554 | $219.6K | 0.11% | +554 | New |
| Cherry Creek Investment Advisors, Inc. | 554 | $219.6K | 0.09% | +554 | New |
| Fusion Capital, LLC | 555 | $220.0K | 0.06% | +555 | New |
| Capital Markets Trading UK LLP | 555 | $220.0K | 0.27% | +555 | New |
| Precedent Wealth Partners, LLC | 556 | $220.3K | 0.05% | +556 | New |
| Financial Alternatives, Inc | 556 | $220.3K | 0.13% | −100−15.2% | Reduced |
| Seneschal Advisors, LLC | 556 | $220.3K | 0.16% | −19−3.3% | Reduced |
| E6 Portfolios, LLC | 556 | $220.5K | 0.25% | +556 | New |
| Seven Mile Advisory | 557 | $220.7K | 0.04% | +557 | New |
| Ketron Financial | 559 | $221.5K | 0.07% | +559 | New |
| SFE Investment Counsel | 560 | $221.9K | 0.03% | −126−18.4% | Reduced |
| Millstone Evans Group, LLC | 560 | $221.9K | 0.13% | −115−17.0% | Reduced |
| Sterling Capital Management LLC | 560 | $221.9K | 0.00% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 561 | $222.3K | 0.05% | +561 | New |
| Advisory Advocates, LLC | 562 | $222.7K | 0.22% | +562 | New |
| West Branch Capital LLC | 562 | $222.7K | 0.06% | −50−8.2% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 565 | $223.0K | 0.05% | 00.0% | Unchanged |
| Fingerlakes Wealth Management, Inc. | 565 | $223.9K | 0.14% | −70−11.0% | Reduced |
| TSA Wealth Managment LLC | 566 | $224.3K | 0.07% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 567 | $224.7K | 0.19% | +72+14.5% | Added |
| Capital Planning Advisors, LLC | 567 | $224.7K | 0.03% | +567 | New |
| Prasad Wealth Partners, LLC | 568 | $225.1K | 0.06% | −40−6.6% | Reduced |
| Kirkwood Financial Services | 571 | $226.4K | 0.08% | 00.0% | Unchanged |
| FLP Wealth Management, LLC | 572 | $226.7K | 0.54% | +572 | New |
| Spinnaker Investment Group, LLC | 573 | $227.1K | 0.04% | −3−0.5% | Reduced |
| Lakeridge Wealth Management LLC | 574 | $227.5K | 0.10% | 00.0% | Unchanged |
| Vista Investment Management | 574 | $227.5K | 0.08% | −234−29.0% | Reduced |
| Silver Oak Advisory Group, Inc. | 577 | $228.0K | 0.10% | −117−16.9% | Reduced |
| Foundry Financial Group, Inc. | 577 | $228.7K | 0.11% | +5+0.9% | Added |
| Rockline Wealth Management, LLC | 577 | $228.7K | 0.05% | +577 | New |
| Westwood Holdings Group Inc. | 578 | $229.1K | 0.00% | +578 | New |
| Crown Wealth Group, LLC | 578 | $229.1K | 0.06% | +578 | New |
| Global Wealth Management Investment Advisory, Inc. | 579 | $229.4K | 0.04% | +579 | New |
| Cobblestone Asset Management LLC | 579 | $229.5K | 0.10% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 579 | $229.5K | 0.06% | +579 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 579 | $229.5K | 0.00% | +579 | New |
| QTR Family Wealth, LLC | 497 | $229.8K | 0.10% | −166−25.0% | Reduced |
