| Bath Savings Trust Co | 565 | $328.2K | 0.03% | +565 | New |
| Real Talk Capital, LLC | 564 | $327.6K | 0.24% | −1,025−64.5% | Reduced |
| Conrad Siegel Investment Advisors, Inc. | 564 | $327.6K | 0.05% | +564 | New |
| Mission Creek Capital Partners, Inc. | 563 | $327.1K | 0.06% | +563 | New |
| Certior Financial Group, LLC | 562 | $326.5K | 0.18% | +562 | New |
| Ariadne Wealth Management, LP | 561 | $325.9K | 0.14% | −472−45.7% | Reduced |
| XY Planning Network, Inc. | 559 | $324.7K | 0.04% | +559 | New |
| Avid Wealth Partners LLC | 558 | $324.1K | 0.16% | +558 | New |
| Future Financial Wealth Managment LLC | 600 | $323.8K | 0.20% | +600 | New |
| LifeSteps Financial, Inc. | 556 | $323.0K | 0.15% | +556 | New |
| Seros Financial, LLC | 556 | $323.0K | 0.17% | +556 | New |
| Warburton Capital Management, LLC | 556 | $322.0K | 0.13% | +556 | New |
| Panoramic Capital Partners, LLC | 553 | $321.2K | 0.15% | −511−48.0% | Reduced |
| McDaniel Terry & Co | 553 | $321.2K | 0.03% | +553 | New |
| Precision Wealth Strategies, LLC | 553 | $321.2K | 0.10% | +553 | New |
| Byrne Financial Freedom, LLC | 553 | $321.2K | 0.13% | +553 | New |
| Vermillion Wealth Management, Inc. | 551 | $320.1K | 0.08% | −136−19.8% | Reduced |
| Ballast Advisors LLC | 551 | $320.1K | 0.08% | +10+1.8% | Added |
| Hanlon Investment Management, Inc. | 551 | $320.1K | 0.17% | +551 | New |
| Guardian Asset Advisors, LLC | 550 | $319.5K | 0.15% | +550 | New |
| Consultiva Wealth Management, Corp. | 550 | $319.5K | 0.72% | −100−15.4% | Reduced |
| Tower Bridge Advisors | 550 | $319.5K | 0.03% | +550 | New |
| Northland Securities, Inc. | 550 | $319.5K | 0.19% | +550 | New |
| Kemnay Advisory Services Inc. | 549 | $318.9K | 0.04% | −39−6.6% | Reduced |
| Private Management Group Inc | 548 | $318.3K | 0.01% | +548 | New |
| Strata Wealth Advisors, LLC | 548 | $318.3K | 0.08% | +548 | New |
| Capital Investment Management, Inc. | 548 | $318.3K | 0.10% | +548 | New |
| Glass Jacobson Investment Advisors llc | 547 | $317.8K | 0.10% | +185+51.1% | Added |
| Fiduciary Planning LLC | 546 | $317.2K | 0.08% | +546 | New |
| Fairscale Capital, LLC | 545 | $316.6K | 0.19% | −84−13.4% | Reduced |
| Reliant Investment Partners, LLC | 541 | $314.3K | 0.21% | +541 | New |
| truNorth Financial Services, Inc. | 541 | $314.3K | 0.28% | +541 | New |
| Orcam Financial Group | 540 | $313.7K | 0.15% | +540 | New |
| Beacon Financial Planning, Inc | 540 | $313.7K | 0.11% | +540 | New |
| Capital Planning LLC | 539 | $313.1K | 0.09% | +539 | New |
| Sollinda Capital Management LLC | 539 | $313.1K | 0.07% | +539 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 538 | $312.5K | 0.04% | +538 | New |
| Scarborough Advisors, LLC | 610 | $312.3K | 0.04% | −165−21.3% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 537 | $311.9K | 0.01% | −270−33.5% | Reduced |
| PPS&V Asset Management Consultants, Inc. | 537 | $311.9K | 0.17% | +537 | New |
| Verus Wealth Management, LLC | 536 | $311.4K | 0.26% | +536 | New |
| JFS Wealth Advisors, LLC | 535 | $310.8K | 0.02% | +58+12.2% | Added |
| Manuka Financial, LLC | 534 | $310.2K | 0.16% | +534 | New |
| Values Added Financial LLC | 533 | $309.6K | 0.11% | +533 | New |
| ShoreHaven Wealth Partners, LLC | 532 | $309.0K | 0.10% | +532 | New |
| New Wave Wealth Advisors LLC | 532 | $309.0K | 0.08% | −1,035−66.0% | Reduced |
| Gambit Capital Management, LLC | 531 | $308.5K | 0.18% | +531 | New |
| Seed Wealth Management, Inc. | 530 | $307.9K | 0.19% | +530 | New |
| Madson Wealth Advisors Inc | 530 | $307.9K | 0.21% | +530 | New |
| Eley Financial Management, Inc | 529 | $307.3K | 0.10% | +529 | New |
| Penn Davis McFarland Inc | 527 | $306.1K | 0.03% | +527 | New |
| Platt Wealth Management LLC | 527 | $306.0K | 0.25% | +527 | New |
| Prospect Financial Group LLC | 526 | $305.6K | 0.25% | +526 | New |
| Oak Barrel Wealth Advisory LLC | 526 | $305.6K | 0.13% | +526 | New |
| Nova R Wealth, Inc. | 525 | $304.7K | 0.09% | +525 | New |
| Williams Financial, LLC | 524 | $304.4K | 0.16% | +524 | New |
| Fairview Capital Investment Management, LLC | 524 | $304.4K | 0.02% | +524 | New |
| Cornerstone Management, Inc. | 523 | $303.8K | 0.04% | +523 | New |
| Navalign, LLC | 523 | $303.8K | 0.07% | +523 | New |
| Swisher Financial Concepts, Inc. | 523 | $303.8K | 0.19% | +523 | New |
| Colonial Trust Co | 521 | $302.8K | 0.04% | −40−7.1% | Reduced |
| Old Point Trust & Financial Services N A | 520 | $302.1K | 0.09% | +20+4.0% | Added |
| Akuna Securities LLC | 520 | $302.1K | 0.33% | +520 | New |
| DSG Capital Advisors, LLC | 551 | $302.0K | 0.04% | +551 | New |
| Rexford Capital Inc | 519 | $301.5K | 0.18% | −500−49.1% | Reduced |
| Demars Financial Group, LLC | 519 | $301.5K | 0.08% | +519 | New |
| Mascagni Wealth Management, Inc. | 519 | $301.5K | 0.19% | +519 | New |
| Tred Avon Family Wealth, LLC | 519 | $301.5K | 0.09% | +519 | New |
| LVM Capital Management Ltd | 519 | $301.0K | 0.03% | +519 | New |
| Sloy Dahl & Holst, LLC | 518 | $300.9K | 0.04% | +518 | New |
| Navis Wealth Advisors, LLC | 518 | $300.9K | 0.11% | +518 | New |
| Wetzel Investment Advisors, Inc. | 518 | $300.9K | 0.10% | +518 | New |
| BDFS Capital LLC | 517 | $300.3K | 0.13% | +517 | New |
| Buttonwood Financial Advisors Inc. | 517 | $300.3K | 0.09% | +517 | New |
| Mosaic Financial Group, LLC | 516 | $300.0K | 0.19% | +516 | New |
| Vista Private Wealth Partners. LLC | 583 | $299.9K | 0.10% | +123+26.7% | Added |
| Scissortail Wealth Management, LLC | 516 | $299.8K | 0.06% | +516 | New |
| Cape Investment Advisory, Inc. | 515 | $299.2K | 0.08% | +515 | New |
| Dale Q Rice Investment Management Ltd | 515 | $299.2K | 0.16% | +515 | New |
| Capital Square, LLC | 536 | $299.0K | 0.13% | −234−30.4% | Reduced |
| Oak Harbor Wealth Partners, LLC | 514 | $298.6K | 0.11% | +514 | New |
| First Nebraska Trust Co | 514 | $298.6K | 0.02% | +514 | New |
| Stephenson National Bank & Trust | 513 | $298.0K | 0.08% | −149−22.5% | Reduced |
| Oakmont Investment Advisors, Inc. | 512 | $297.6K | 0.21% | +512 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 512 | $297.4K | 0.05% | +512 | New |
| Compass Financial Group, INC | 511 | $296.8K | 0.03% | +511 | New |
| J Hagan Capital, Inc. | 511 | $296.8K | 0.14% | +511 | New |
| Diesslin Group, Inc. | 511 | $296.8K | 0.11% | +511 | New |
| Napier Financial, LLC | 511 | $296.6K | 0.06% | −10−1.9% | Reduced |
| Phillip James Consulting Co. | 510 | $296.3K | 0.23% | 00.0% | Unchanged |
| Kooman & Associates | 510 | $296.3K | 0.08% | +510 | New |
| Human Investing LLC | 509 | $295.7K | 0.04% | +509 | New |
| South State Corp. | 509 | $295.7K | 0.01% | +167+48.8% | Added |
| Johnson Wealth Management, LLC | 509 | $295.7K | 0.13% | +509 | New |
| Financial Network Wealth Advisors LLC | 509 | $295.7K | 0.30% | +96+23.2% | Added |
| Iron Financial, LLC | 507 | $294.5K | 0.12% | +507 | New |
| MPS Loria Financial Planners, LLC | 506 | $293.9K | 0.07% | +506 | New |
| Inman Jager Wealth Management, LLC | 506 | $293.9K | 0.16% | +506 | New |
| V. M. Manning & Co., Inc. | 505 | $293.4K | 0.25% | +505 | New |
| Avory & Company, LLC | 504 | $292.8K | 0.37% | +504 | New |
