| Kennebec Savings Bank | 146 | $34.2K | 0.03% | −42−22.3% | Reduced |
| Pathway Financial Advisers, LLC | 138 | $31.4K | 0.01% | +1+0.7% | Added |
| Hemington Wealth Management | 138 | $31.0K | 0.01% | +16+13.1% | Added |
| Financial Gravity Companies, Inc. | 134 | $30.7K | 0.01% | +100+294.1% | Added |
| Fortitude Family Office, LLC | 132 | $30.3K | 0.01% | +100+312.5% | Added |
| Foster Dykema Cabot & Partners, LLC | 127 | $29.1K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 125 | $28.7K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 116 | $26.6K | 0.01% | 00.0% | Unchanged |
| Graney & King, LLC | 114 | $26.1K | 0.02% | +114 | New |
| Peoples Bank | 113 | $25.9K | 0.02% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 103 | $23.6K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 101 | $23.2K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 100 | $22.9K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 100 | $22.9K | 0.01% | +100 | New |
| TFC Financial Management | 99 | $22.7K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 94 | $21.6K | 0.01% | +65+224.1% | Added |
| MCF Advisors LLC | 93 | $21.4K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 92 | $21.1K | 0.01% | +92 | New |
| Abound Wealth Management | 90 | $20.5K | 0.01% | −5−5.3% | Reduced |
| Princeton Global Asset Management LLC | 89 | $20.4K | 0.00% | −58−39.5% | Reduced |
| Zions Bancorporation, N.A. | 88 | $20.2K | 0.00% | −6−6.4% | Reduced |
| Leonteq Securities AG | 88 | $20.2K | 0.00% | +86+4,300.0% | Added |
| FSA Wealth Management LLC | 85 | $19.5K | 0.01% | +85 | New |
| Washington Trust Co | 82 | $18.8K | 0.00% | +17+26.2% | Added |
| Bradley & Co. Private Wealth Management, LLC | 80 | $18.3K | 0.01% | +80 | New |
| Centerpoint Advisors, LLC | 80 | $18.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 73 | $16.7K | 0.00% | +3+4.3% | Added |
| Cullen/Frost Bankers, Inc. | 72 | $16.6K | 0.00% | −31−30.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 66 | $15.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 65 | $14.9K | 0.00% | −159−71.0% | Reduced |
| REAP Financial Group, LLC | 64 | $14.6K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 63 | $14.4K | 0.00% | −137−68.5% | Reduced |
| GW&K Investment Management, LLC | 60 | $14.0K | 0.00% | +2+3.4% | Added |
| Coastline Trust Co | 60 | $13.8K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 60 | $13.8K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 60 | $13.8K | 0.00% | +9+17.6% | Added |
| Golden State Wealth Management, LLC | 59 | $13.5K | 0.00% | +59 | New |
| Private Wealth Management Group, LLC | 59 | $13.5K | 0.01% | +5+9.3% | Added |
| CNB Bank | 58 | $13.3K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 55 | $12.7K | 0.01% | +55 | New |
| Larson Financial Group LLC | 52 | $12.0K | 0.00% | +13+33.3% | Added |
| JFS Wealth Advisors, LLC | 48 | $11.0K | 0.00% | −22−31.4% | Reduced |
| Prestige Wealth Management Group LLC | 48 | $11.0K | 0.00% | −4−7.7% | Reduced |
| Hantz Financial Services, Inc. | 50 | $11.0K | 0.00% | +42+525.0% | Added |
| Fairway Wealth LLC | 47 | $10.8K | 0.00% | +47 | New |
| Johnson Financial Group, Inc. | 43 | $10.7K | 0.00% | −3,224−98.7% | Reduced |
| Fedenia Advisers LLC | 43 | $10.0K | 0.01% | +43 | New |
| Elequin Capital LP | 43 | $9.86K | 0.00% | +43 | New |
| Sachetta, LLC | 40 | $9.17K | 0.00% | +5+14.3% | Added |
| Newbridge Financial Services Group, Inc. | 40 | $9.17K | 0.00% | +40 | New |
| Capital Advisors, Ltd. LLC | 41 | $9.00K | 0.00% | +3+7.9% | Added |
| Cornerstone Planning Group LLC | 36 | $8.99K | 0.00% | +4+12.5% | Added |
| Capital & Planning, LLC | 39 | $8.94K | 0.01% | +39 | New |
| Raffa Wealth Management, LLC | 38 | $8.60K | 0.00% | −2−5.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 37 | $8.48K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 35 | $8.03K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 32 | $7.97K | 0.00% | +32 | New |
| Meeder Asset Management Inc | 34 | $7.80K | 0.00% | −1,554−97.9% | Reduced |
| Centennial Bank | 33 | $7.57K | 0.00% | +33 | New |
| Continuum Advisory, LLC | 32 | $7.34K | 0.00% | +3+10.3% | Added |
| Kestra Investment Management, LLC | 31 | $7.05K | 0.00% | +31 | New |
| CVA Family Office, LLC | 28 | $6.42K | 0.00% | +17+154.5% | Added |
| St Germain D J Co Inc | 27 | $6.19K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 27 | $6.19K | 0.00% | +4+17.4% | Added |
| Coston, McIsaac & Partners | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 26 | $5.96K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 26 | $5.96K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 25 | $5.73K | 0.00% | +25 | New |
| Plante Moran Financial Advisors, LLC | 24 | $5.50K | 0.00% | +24 | New |
| Holos Integrated Wealth LLC | 22 | $5.04K | 0.00% | +22 | New |
| Hoey Investments, Inc | 21 | $4.82K | 0.00% | −4−16.0% | Reduced |
| Glen Eagle Advisors, LLC | 20 | $4.63K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 20 | $4.60K | 0.00% | +20 | New |
| First United Bank Trust | 20 | $4.59K | 0.00% | −10−33.3% | Reduced |
| Cetera Trust Company, N.A | 20 | $4.59K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 18 | $4.13K | 0.00% | −18−50.0% | Reduced |
| Strategic Investment Solutions, Inc. | 18 | $4.13K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $3.90K | 0.00% | −2−10.5% | Reduced |
| Rocky Mountain Advisers, LLC | 17 | $3.90K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 17 | $3.90K | 0.00% | +3+21.4% | Added |
| Wingate Wealth Advisors, Inc. | 17 | $3.90K | 0.00% | +17 | New |
| Retirement Wealth Solutions LLC | 17 | $3.83K | 0.00% | +17 | New |
| Sugarloaf Wealth Management, LLC | 14 | $3.21K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 14 | $3.21K | 0.00% | +14 | New |
| Avion Wealth | 16 | $3.00K | 0.00% | +4+33.3% | Added |
| DiNuzzo Private Wealth, Inc. | 13 | $2.98K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 13 | $2.98K | 0.01% | +13 | New |
| Bangor Savings Bank | 13 | $2.98K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 13 | $2.88K | 0.00% | +5+62.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $2.52K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 11 | $2.52K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 11 | $2.52K | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 10 | $2.29K | 0.00% | −2−16.7% | Reduced |
| Decker Retirement Planning Inc. | 9 | $2.06K | 0.00% | +9 | New |
| Sunbelt Securities, Inc. | 9 | $2.06K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 8 | $1.83K | 0.00% | +8 | New |
| Bogart Wealth, LLC | 7 | $1.64K | 0.00% | +3+75.0% | Added |
| Stephens Consulting, LLC | 7 | $1.61K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 6 | $1.39K | 0.00% | +2+50.0% | Added |
| True Wealth Design, LLC | 6 | $1.38K | 0.00% | −182−96.8% | Reduced |