| Shira Ridge Wealth Management | 190 | $254.4K | 0.12% | +190 | New |
| Valtinson Bruner Financial Planning LLC | 190 | $255.0K | 0.08% | +190 | New |
| Saxon Interests, Inc. | 274 | $255.5K | 0.12% | 00.0% | Unchanged |
| White Wing Wealth Management | 191 | $255.8K | 0.17% | +191 | New |
| Eaton-Cambridge Inc. | 191 | $255.8K | 0.10% | +191 | New |
| NorthStar Asset Management LLC | 191 | $255.8K | 0.13% | +191 | New |
| Black Diamond Financial, LLC | 192 | $257.1K | 0.04% | +192 | New |
| First City Capital Management, Inc. | 192 | $257.1K | 0.15% | +192 | New |
| Acorn Wealth Advisors, LLC | 192 | $257.1K | 0.10% | +192 | New |
| Fulcrum Equity Management | 192 | $257.1K | 0.26% | +192 | New |
| Teramo Advisors, LLC | 192 | $257.1K | 0.09% | +192 | New |
| Perissos Private Wealth Management, LLC | 192 | $257.1K | 0.20% | +192 | New |
| BXM Wealth LLC | 200 | $257.1K | 0.31% | +200 | New |
| Harvest Investment Services, LLC | 192 | $257.4K | 0.06% | +192 | New |
| Cannon Financial Strategists, Inc. | 193 | $258.5K | 0.04% | +193 | New |
| CKW Financial Group | 200 | $259.0K | 0.03% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 194 | $259.8K | 0.00% | +194 | New |
| Bolthouse Investments, LLC | 195 | $261.1K | 0.26% | +195 | New |
| PCG Wealth Advisors, LLC | 195 | $261.1K | 0.13% | +195 | New |
| Viewpoint Capital Management LLC | 195 | $261.1K | 0.13% | +195 | New |
| Code Waechter LLC | 195 | $261.1K | 0.19% | +195 | New |
| Knightsbridge Asset Management, LLC | 195 | $261.1K | 0.06% | +195 | New |
| CMG Global Holdings, LLC | 223 | $261.9K | 0.14% | 00.0% | Unchanged |
| First County Bank | 196 | $262.5K | 0.14% | −56−22.2% | Reduced |
| Millstone Evans Group, LLC | 196 | $262.5K | 0.18% | 00.0% | Unchanged |
| WBH Advisory Inc | 197 | $263.8K | 0.02% | +197 | New |
| Arrowroot Family Office, LLC | 197 | $263.8K | 0.12% | +197 | New |
| Scissortail Wealth Management, LLC | 198 | $265.1K | 0.06% | +198 | New |
| CogentBlue Wealth Advisors, LLC | 198 | $265.1K | 0.20% | +198 | New |
| Penobscot Wealth Management | 199 | $266.5K | 0.10% | −34−14.6% | Reduced |
| Trinity Wealth Management, LLC | 199 | $266.5K | 0.11% | +199 | New |
| Lake Hills Wealth Management, LLC | 199 | $266.5K | 0.15% | +199 | New |
| TPG Advisors LLC | 199 | $266.5K | 0.19% | +199 | New |
| S&CO Inc | 200 | $267.0K | 0.02% | +200 | New |
| West Tower Group, LLC | 200 | $267.8K | 0.58% | −300−60.0% | Reduced |
| Palogic Value Management, L.P. | 200 | $267.8K | 0.11% | +200 | New |
| Genesis Wealth Advisors, LLC | 200 | $267.8K | 0.20% | +200 | New |
| Camden National Bank | 200 | $267.8K | 0.04% | +200 | New |
| Belmont Capital, LLC | 200 | $267.8K | 0.04% | +200 | New |
| OLIO Financial Planning | 200 | $267.8K | 0.08% | +200 | New |
| Delap Wealth Advisory, LLC | 200 | $267.8K | 0.13% | +200 | New |
| Lakewood Asset Management LLC | 200 | $267.8K | 0.18% | +200 | New |
| Wellington Capital Management, Inc. | 200 | $268.0K | 0.40% | +200 | New |
| Parker Investment Management, LLC | 200 | $268.5K | 0.04% | +200 | New |
| Jacobs & Co | 201 | $269.0K | 0.03% | +201 | New |
| Waterway Wealth Management, LLC | 201 | $269.2K | 0.08% | −70−25.8% | Reduced |
| Ellis Investment Partners, LLC | 202 | $270.5K | 0.05% | +202 | New |
| Mill Creek Capital Advisors, LLC | 202 | $270.5K | 0.01% | −93−31.5% | Reduced |
| Market Street Wealth Management Advisors LLC | 202 | $270.5K | 0.04% | +202 | New |
| PPS&V Asset Management Consultants, Inc. | 202 | $270.5K | 0.17% | +202 | New |
| Allen Wealth Management, LLC | 202 | $270.5K | 0.19% | +202 | New |
| Pettyjohn, Wood & White, Inc | 202 | $270.5K | 0.05% | +202 | New |
| Lathrop Investment Management Corp | 202 | $271.0K | 0.05% | +202 | New |
| Moody Aldrich Partners LLC | 203 | $271.8K | 0.05% | +203 | New |
| Real Talk Capital, LLC | 203 | $271.8K | 0.33% | +203 | New |
| Burton Enright Welch | 203 | $271.8K | 0.05% | +203 | New |
| Wilkinson Global Asset Management LLC | 204 | $273.2K | 0.02% | +204 | New |
| MA Private Wealth | 204 | $273.2K | 0.05% | +204 | New |
| Encompass Wealth Advisors, LLC | 204 | $273.2K | 0.10% | +204 | New |
| Earnest Partners LLC | 205 | $274.5K | 0.00% | +205 | New |
| White Lighthouse Investment Management Inc. | 205 | $274.5K | 0.04% | +205 | New |
| Revisor Wealth Management LLC | 220 | $275.3K | 0.10% | +220 | New |
| Baron Silver Stevens Financial Advisors, LLC | 206 | $275.9K | 0.04% | +206 | New |
| VanderPol Investments L.L.C. | 206 | $275.9K | 0.58% | +206 | New |
| Foster & Motley Inc | 206 | $276.0K | 0.02% | +206 | New |
| CLG LLC | 207 | $276.7K | 0.09% | +207 | New |
| Arkfeld Wealth Strategies, L.L.C. | 215 | $276.9K | 0.11% | 00.0% | Unchanged |
| BBR Partners, LLC | 207 | $277.2K | 0.02% | −11−5.0% | Reduced |
| Clifford Group, LLC | 207 | $277.2K | 0.23% | +207 | New |
| Transcendent Capital Group LLC | 207 | $277.2K | 0.14% | +207 | New |
| Timonier Family Office, LTD. | 207 | $277.2K | 0.10% | +207 | New |
| Ewing Morris & Co. Investment Partners Ltd. | 208 | $278.5K | 0.12% | −200−49.0% | Reduced |
| Total Wealth Planning, LLC | 208 | $278.5K | 0.04% | +208 | New |
| Wealthcare Capital Partners, LLC | 208 | $278.5K | 0.14% | +208 | New |
| Arcus Capital Partners, LLC | 208 | $278.5K | 0.12% | +208 | New |
| Fairway Wealth LLC | 209 | $279.9K | 0.09% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 210 | $281.2K | 0.07% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 210 | $281.2K | 0.09% | +210 | New |
| Hoge Financial Services, LLC | 210 | $281.2K | 0.17% | +210 | New |
| KDT Advisors, LLC | 210 | $281.2K | 0.45% | +210 | New |
| Prepared Retirement Institute LLC | 210 | $281.2K | 0.17% | +210 | New |
| WealthTrak Capital Management LLC | 210 | $281.2K | 0.23% | +11+5.5% | Added |
| International Private Wealth Advisors LLC | 212 | $283.9K | 0.24% | +212 | New |
| Berkshire Asset Management LLC | 212 | $284.0K | 0.01% | +6+2.9% | Added |
| Certus Wealth Management, LLC | 213 | $285.2K | 0.18% | 00.0% | Unchanged |
| Leslie Global Wealth, LLC | 213 | $285.2K | 0.15% | +213 | New |
| Horst & Graben Wealth Management LLC | 213 | $285.6K | 0.05% | +213 | New |
| GenTrust, LLC | 214 | $286.6K | 0.01% | +214 | New |
| Franklin, Parlapiano, Turner & Welch, LLC | 214 | $286.6K | 0.07% | +214 | New |
| RIA Advisory Group LLC | 214 | $286.6K | 0.08% | +214 | New |
| Bright Financial Advisors, Inc. | 215 | $287.9K | 0.16% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 215 | $287.9K | 0.04% | +215 | New |
| Divergent Planning, LLC | 224 | $289.8K | 0.09% | −16−6.7% | Reduced |
| Aspire Private Capital, LLC | 216 | $289.9K | 0.07% | +216 | New |
| Agp Franklin, LLC | 218 | $291.9K | 0.15% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 218 | $291.9K | 0.04% | +218 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 218 | $291.9K | 0.07% | +218 | New |
| Sonoma Private Wealth LLC | 218 | $291.9K | 0.36% | +218 | New |
| Golden Road Advisors LLC | 218 | $291.9K | 0.19% | +218 | New |
| Fortitude Family Office, LLC | 219 | $293.3K | 0.10% | +25+12.9% | Added |
