| Kennebec Savings Bank | 227 | $13.5K | 0.01% | 00.0% | Unchanged |
| Roxbury Financial LLC | 200 | $13.3K | 0.01% | +200 | New |
| Synergy Investment Management, LLC | 207 | $13.1K | 0.01% | +207 | New |
| Activest Wealth Management | 206 | $13.1K | 0.00% | −119−36.6% | Reduced |
| Midwest Capital Advisors, LLC | 205 | $13.1K | 0.01% | +205 | New |
| SOA Wealth Advisors, LLC. | 204 | $13.0K | 0.00% | +50+32.5% | Added |
| Cedar Mountain Advisors, LLC | 204 | $13.0K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 200 | $12.8K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 200 | $12.8K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 200 | $12.8K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 200 | $12.8K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 200 | $12.8K | 0.01% | +200 | New |
| Centricity Wealth Management, LLC | 200 | $12.8K | 0.01% | +200 | New |
| Standard Family Office LLC | 198 | $12.6K | 0.02% | −260−56.8% | Reduced |
| Iron Horse Wealth Management, LLC | 197 | $12.6K | 0.00% | +55+38.7% | Added |
| Mendota Financial Group, LLC | 190 | $12.1K | 0.01% | −156−45.1% | Reduced |
| Hemington Wealth Management | 191 | $12.0K | 0.00% | −4−2.1% | Reduced |
| Pin Oak Investment Advisors Inc | 160 | $12.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 183 | $11.7K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 183 | $11.7K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 180 | $11.5K | 0.01% | +2+1.1% | Added |
| Westside Investment Management, Inc. | 170 | $10.8K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 163 | $10.4K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 159 | $10.1K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 156 | $9.95K | 0.00% | +156 | New |
| WealthTrak Capital Management LLC | 154 | $9.82K | 0.01% | +154 | New |
| Dunhill Financial, LLC | 154 | $9.79K | 0.00% | +31+25.2% | Added |
| Valued Wealth Advisors LLC | 153 | $9.76K | 0.01% | +134+705.3% | Added |
| Hopwood Financial Services, Inc. | 152 | $9.69K | 0.01% | +152 | New |
| Burkett Financial Services, LLC | 150 | $9.55K | 0.00% | +2+1.4% | Added |
| 1620 Investment Advisors, Inc. | 145 | $9.25K | 0.01% | −600−80.5% | Reduced |
| Meeder Asset Management Inc | 145 | $9.25K | 0.00% | +4+2.8% | Added |
| AllSquare Wealth Management LLC | 135 | $8.61K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 138 | $8.51K | 0.00% | +32+30.2% | Added |
| Pittenger & Anderson Inc | 129 | $8.23K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 126 | $8.04K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 124 | $7.91K | 0.00% | +51+69.9% | Added |
| Pingora Partners LLC | 120 | $7.65K | 0.01% | 00.0% | Unchanged |
| Promus Capital, LLC | 120 | $7.65K | 0.01% | +120 | New |
| Parkworth Wealth Management, Inc. | 118 | $7.55K | 0.01% | +118 | New |
| Raleigh Capital Management Inc. | 113 | $7.21K | 0.00% | −14−11.0% | Reduced |
| Synergy Financial Management, LLC | 97 | $7.16K | 0.00% | +97 | New |
| FPC Investment Advisory, Inc. | 118 | $7.10K | 0.01% | +118 | New |
| Tanglewood Legacy Advisors, LLC | 110 | $7.01K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 110 | $7.01K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 124 | $7.00K | 0.00% | +12+10.7% | Added |
| Nemes Rush Group LLC | 106 | $6.76K | 0.00% | −404−79.2% | Reduced |
| Glass Jacobson Investment Advisors llc | 104 | $6.63K | 0.00% | +38+57.6% | Added |
| New Millennium Group LLC | 103 | $6.57K | 0.00% | +103 | New |
| Financial Gravity Companies, Inc. | 100 | $6.38K | 0.00% | +100 | New |
| Atlantic Private Wealth, LLC | 100 | $6.38K | 0.00% | +100 | New |
| Kestra Investment Management, LLC | 100 | $6.38K | 0.00% | +100 | New |
| Rakuten Securities, Inc. | 98 | $6.25K | 0.00% | −1−1.0% | Reduced |
| Anfield Capital Management, LLC | 97 | $6.19K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 96 | $6.12K | 0.00% | +96 | New |
| Private Wealth Management Group, LLC | 94 | $6.00K | 0.00% | +4+4.4% | Added |
| Financial Management Professionals, Inc. | 94 | $5.99K | 0.00% | +7+8.0% | Added |
| Costello Asset Management, INC | 92 | $5.87K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 89 | $5.72K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 85 | $5.45K | 0.00% | +85 | New |
| Mainstream Capital Management LLC | 84 | $5.36K | 0.00% | +84 | New |
| West Branch Capital LLC | 83 | $5.27K | 0.00% | −1−1.2% | Reduced |
| Consultiva Wealth Management, Corp. | 80 | $5.10K | 0.03% | +80 | New |
| Wood Tarver Financial Group, LLC | 91 | $5.00K | 0.00% | +91 | New |
| Abound Wealth Management | 77 | $4.92K | 0.00% | −2−2.5% | Reduced |
| Whipplewood Advisors, LLC | 74 | $4.72K | 0.00% | +74 | New |
| Mascoma Wealth Management LLC | 72 | $4.59K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 66 | $4.21K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 62 | $3.95K | 0.01% | −246−79.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 62 | $3.95K | 0.00% | +56+933.3% | Added |
| American Capital Advisory, LLC | 61 | $3.89K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 59 | $3.76K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 58 | $3.70K | 0.00% | +3+5.5% | Added |
| Red Tortoise LLC | 57 | $3.63K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 55 | $3.51K | 0.00% | +55 | New |
| Aspect Partners, LLC | 55 | $3.51K | 0.00% | −7−11.3% | Reduced |
| PFG Private Wealth Management, LLC | 54 | $3.44K | 0.00% | −17−23.9% | Reduced |
| Logan Capital Management Inc | 50 | $3.22K | 0.00% | +50 | New |
| Atlantic Edge Private Wealth Management, LLC | 50 | $3.19K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 41 | $2.62K | 0.00% | +15+57.7% | Added |
| NewSquare Capital LLC | 39 | $2.49K | 0.00% | +39 | New |
| Aventura Private Wealth, LLC | 38 | $2.42K | 0.00% | +38 | New |
| Pacifica Partners Inc. | 38 | $2.42K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 37 | $2.38K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 36 | $2.30K | 0.00% | +36 | New |
| Optiver Holding B.V. | 36 | $2.30K | 0.00% | +36 | New |
| Decker Retirement Planning Inc. | 34 | $2.17K | 0.00% | +34 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 32 | $2.04K | 0.00% | +32 | New |
| Conquis Financial LLC | 32 | $2.04K | 0.00% | +32 | New |
| William B. Walkup & Associates, Inc. | 31 | $1.98K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 30 | $1.91K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 28 | $1.79K | 0.00% | +28 | New |
| Clark Wealth Partners | 28 | $1.79K | 0.00% | +28 | New |
| Bellwether Advisors, LLC | 26 | $1.66K | 0.00% | +26 | New |
| BOK Financial Private Wealth, Inc. | 23 | $1.47K | 0.00% | −877−97.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 23 | $1.47K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 23 | $1.47K | 0.03% | +23 | New |
| ESL Trust Services, LLC | 22 | $1.40K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 21 | $1.34K | 0.00% | +14+200.0% | Added |
| Perritt Capital Management Inc | 21 | $1.34K | 0.00% | +21 | New |
