| Gemmer Asset Management LLC | 483 | $235.0K | 0.04% | −56−10.4% | Reduced |
| Mattern Wealth Management LLC | 483 | $235.0K | 0.10% | +483 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 485 | $236.1K | 0.17% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 485 | $236.2K | 0.19% | +485 | New |
| FirstPurpose Wealth LLC | 489 | $237.9K | 0.13% | +489 | New |
| WMG Financial Advisors, LLC | 490 | $238.4K | 0.20% | −119−19.5% | Reduced |
| Hilton Capital Management, LLC | 620 | $239.0K | 0.03% | 00.0% | Unchanged |
| Westmount Partners, LLC | 492 | $239.1K | 0.12% | +492 | New |
| J. L. Bainbridge & Co., Inc. | 492 | $239.4K | 0.04% | +492 | New |
| Cheviot Value Management, LLC | 494 | $240.3K | 0.06% | +494 | New |
| WealthBridge Capital Management, LLC | 496 | $241.3K | 0.10% | +10+2.1% | Added |
| NBW Capital LLC | 496 | $241.3K | 0.06% | +496 | New |
| Lifestyle Asset Management, Inc. | 496 | $241.3K | 0.19% | +496 | New |
| Panoramic Investment Advisors, LLC | 496 | $241.3K | 0.25% | +496 | New |
| Caption Management, LLC | 500 | $243.2K | 0.04% | +500 | New |
| White Lighthouse Investment Management Inc. | 500 | $243.2K | 0.07% | +500 | New |
| Cornerstone Retirement Group, Inc. | 500 | $243.2K | 0.07% | +500 | New |
| ASB Consultores, LLC | 500 | $243.2K | 0.10% | +500 | New |
| Cribstone Capital Management, LLC | 501 | $243.7K | 0.14% | −1,511−75.1% | Reduced |
| FSA Wealth Management LLC | 502 | $244.2K | 0.14% | +502 | New |
| Fountainhead AM, LLC | 504 | $245.0K | 0.11% | +504 | New |
| Aberdeen Wealth Management LLC | 504 | $245.1K | 0.18% | +504 | New |
| Carl P. Sherr & Co., LLC | 504 | $245.2K | 0.19% | −339−40.2% | Reduced |
| LexAurum Advisors, LLC | 504 | $245.2K | 0.09% | −42−7.7% | Reduced |
| S.C. Financial Services, Inc. | 505 | $245.6K | 0.38% | +505 | New |
| Baker Ellis Asset Management LLC | 505 | $245.7K | 0.05% | −27−5.1% | Reduced |
| Birchcreek Wealth Management, LLC | 505 | $245.7K | 0.22% | +505 | New |
| Valtinson Bruner Financial Planning LLC | 557 | $245.9K | 0.14% | −43−7.2% | Reduced |
| Grant/GrossMendelsohn, LLC | 520 | $246.3K | 0.13% | +3+0.6% | Added |
| Meiji Yasuda Life Insurance Co | 508 | $247.0K | 0.01% | −250−33.0% | Reduced |
| JMG Financial Group, Ltd. | 507 | $247.0K | 0.01% | +507 | New |
| Triumph Capital Management | 512 | $248.9K | 0.13% | +512 | New |
| Koss-Olinger Consulting, LLC | 512 | $249.0K | 0.04% | −729−58.7% | Reduced |
| Capstone Financial Advisors, Inc. | 512 | $249.2K | 0.02% | +512 | New |
| PSI Advisors, LLC | 513 | $249.5K | 0.13% | +5+1.0% | Added |
| Aries Wealth Management | 514 | $250.1K | 0.11% | −3−0.6% | Reduced |
| Lee Financial Co | 514 | $250.1K | 0.04% | −3−0.6% | Reduced |
| Bailard, Inc. | 515 | $250.5K | 0.01% | −39−7.0% | Reduced |
| Alpha Family Trust | 515 | $250.5K | 0.23% | +515 | New |
| First National Corp | 515 | $250.6K | 0.06% | −9−1.7% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 517 | $251.5K | 0.08% | +517 | New |
| McGlone Suttner Wealth Management, Inc. | 516 | $251.9K | 0.08% | +516 | New |
| Newbridge Financial Services Group, Inc. | 518 | $252.2K | 0.15% | +142+37.8% | Added |
| Gould Asset Management LLC | 520 | $253.0K | 0.08% | −145−21.8% | Reduced |
| Argent Capital Management LLC | 520 | $253.0K | 0.01% | 00.0% | Unchanged |
| Axq Capital, LP | 520 | $253.0K | 0.18% | +520 | New |
| Comerica Securities,inc. | 521 | $253.5K | 0.02% | +521 | New |
| McLean Asset Management Corp | 521 | $253.5K | 0.09% | +521 | New |
| Strategic Wealth Designers | 575 | $253.7K | 0.06% | +575 | New |
| Elgethun Capital Management | 529 | $253.8K | 0.09% | −25−4.5% | Reduced |
| Acrisure Capital Management, LLC | 522 | $253.9K | 0.28% | +522 | New |
| Addison Capital Co | 521 | $254.0K | 0.16% | −440−45.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 522 | $254.1K | 0.07% | −3−0.6% | Reduced |
| Schear Investment Advisers, LLC | 525 | $255.4K | 0.32% | +525 | New |
| Regatta Capital Group, LLC | 525 | $255.4K | 0.09% | +525 | New |
| Sunburst Financial Group, LLC | 525 | $255.6K | 0.10% | +525 | New |
| Hamilton Capital, LLC | 526 | $255.9K | 0.02% | +526 | New |
| Signet Financial Management, LLC | 526 | $256.0K | 0.05% | −20−3.7% | Reduced |
| Perennial Advisors, LLC | 528 | $256.9K | 0.08% | +10+1.9% | Added |
| Borer Denton & Associates, Inc. | 528 | $256.9K | 0.11% | +528 | New |
| Reston Wealth Management LLC | 529 | $257.5K | 0.14% | −20−3.6% | Reduced |
| Advus Financial Partners, LLC | 529 | $257.5K | 0.11% | −68−11.4% | Reduced |
| Sepio Capital, LP | 531 | $258.5K | 0.02% | +531 | New |
| Camden National Bank | 533 | $259.0K | 0.05% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 534 | $259.9K | 0.14% | +534 | New |
| Keeler Thomas Management LLC | 534 | $259.9K | 0.13% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 535 | $260.4K | 0.08% | −352−39.7% | Reduced |
| Global Wealth Strategies & Associates | 537 | $261.2K | 0.15% | +537 | New |
| SMART Wealth LLC | 537 | $261.2K | 0.20% | +537 | New |
| Clare Market Investments LLC | 538 | $261.7K | 0.12% | +538 | New |
| HHM Wealth Advisors, LLC | 538 | $261.7K | 0.06% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 539 | $262.2K | 0.08% | 00.0% | Unchanged |
| VeraBank, N.A. | 539 | $262.2K | 0.13% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 539 | $262.5K | 0.07% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 542 | $263.7K | 0.10% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 544 | $264.4K | 0.12% | −471−46.4% | Reduced |
| WC Walker & Associates, Inc. | 552 | $264.9K | 0.14% | +44+8.7% | Added |
| Financial Advisory Corp | 544 | $265.0K | 0.13% | −40−6.8% | Reduced |
| AllGen Financial Advisors, Inc. | 545 | $265.1K | 0.19% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 545 | $265.1K | 0.03% | +19+3.6% | Added |
| Talisman Wealth Advisors LLC | 546 | $266.0K | 0.57% | +546 | New |
| Ellis Investment Partners, LLC | 548 | $266.6K | 0.07% | −40−6.8% | Reduced |
| Aspiriant, LLC | 548 | $266.6K | 0.01% | +548 | New |
| River Street Advisors LLC | 548 | $266.6K | 0.29% | +548 | New |
| R. W. Roge & Company, Inc. | 550 | $267.0K | 0.18% | 00.0% | Unchanged |
| Jacobs & Co | 550 | $267.0K | 0.03% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 549 | $267.1K | 0.19% | −78−12.4% | Reduced |
| LVW Advisors, LLC | 550 | $267.6K | 0.06% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 550 | $267.6K | 0.08% | 00.0% | Unchanged |
| Searle & Co. | 550 | $267.6K | 0.09% | +550 | New |
| Landaas & Co | 550 | $268.0K | 0.15% | 00.0% | Unchanged |
| Aire Advisors, LLC | 553 | $268.0K | 0.08% | −169−23.4% | Reduced |
| Wealth Quarterback LLC | 553 | $268.8K | 0.22% | +10+1.8% | Added |
| Landmark Wealth Management, LLC | 552 | $269.0K | 0.19% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 553 | $269.0K | 0.14% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 555 | $270.0K | 0.03% | +4+0.7% | Added |
| ISAM Funds (UK) Ltd | 556 | $270.5K | 0.81% | +556 | New |
| Copperwynd Financial, LLC | 557 | $271.0K | 0.15% | +37+7.1% | Added |
| Angeles Wealth Management, LLC | 557 | $271.0K | 0.05% | +557 | New |
| Phillips Wealth Planners LLC | 563 | $271.4K | 0.47% | +563 | New |
