| Dogwood Wealth Management LLC | 35 | $31.3K | 0.01% | +8+29.6% | Added |
| United Community Bank | 34 | $30.4K | 0.01% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 32 | $28.6K | 0.01% | −1−3.0% | Reduced |
| SHP Wealth Management | 30 | $26.7K | 0.00% | +18+150.0% | Added |
| Truvestments Capital LLC | 29 | $26.0K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 29 | $25.9K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 29 | $25.6K | 0.01% | +4+16.0% | Added |
| Prestige Wealth Management Group LLC | 28 | $25.1K | 0.00% | −4−12.5% | Reduced |
| Westside Investment Management, Inc. | 27 | $24.5K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 27 | $24.3K | 0.00% | +12+80.0% | Added |
| FWL Investment Management, LLC | 27 | $24.2K | 0.01% | −28−50.9% | Reduced |
| Medallion Wealth Advisors, LLC | 27 | $24.2K | 0.01% | −3−10.0% | Reduced |
| Covestor Ltd | 27 | $24.0K | 0.02% | −28−50.9% | Reduced |
| CNB Bank | 25 | $22.4K | 0.01% | 00.0% | Unchanged |
| BankPlus Trust Department | 25 | $22.4K | 0.01% | 00.0% | Unchanged |
| NorthAvenue LLC | 25 | $22.4K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 25 | $22.4K | 0.00% | +10+66.7% | Added |
| Hallmark Capital Management Inc | 24 | $21.5K | 0.00% | −23−48.9% | Reduced |
| Mascoma Wealth Management LLC | 23 | $20.6K | 0.00% | 00.0% | Unchanged |
| Access Investment Management LLC | 23 | $20.6K | 0.01% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 23 | $20.6K | 0.02% | +20+666.7% | Added |
| Synergy Investment Management, LLC | 22 | $19.8K | 0.01% | +22 | New |
| Country Trust Bank | 22 | $19.7K | 0.00% | +18+450.0% | Added |
| Holos Integrated Wealth LLC | 21 | $19.2K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 21 | $18.8K | 0.01% | −167−88.8% | Reduced |
| St Germain D J Co Inc | 21 | $18.8K | 0.00% | +3+16.7% | Added |
| Barnes Dennig Private Wealth Management LLC | 21 | $18.8K | 0.02% | +9+75.0% | Added |
| Whipplewood Advisors, LLC | 21 | $18.8K | 0.01% | +21 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 20 | $18.0K | 0.03% | −16−44.4% | Reduced |
| DT Investment Partners, LLC | 20 | $17.9K | 0.00% | 00.0% | Unchanged |
| Magnolia Wealth Management, LLC | 20 | $17.9K | 0.01% | +20 | New |
| ORG Wealth Partners, LLC | 20 | $17.9K | 0.00% | +20 | New |
| Highline Wealth Partners LLC | 19 | $17.0K | 0.00% | +7+58.3% | Added |
| Marquette Asset Management, LLC | 19 | $17.0K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 19 | $17.0K | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 19 | $17.0K | 0.00% | +19 | New |
| Park Square Financial Group, LLC | 18 | $16.1K | 0.12% | −48−72.7% | Reduced |
| Contravisory Investment Management, Inc. | 18 | $16.1K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 17 | $15.4K | 0.01% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 17 | $15.4K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 17 | $15.3K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 17 | $15.2K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 17 | $15.2K | 0.00% | +13+325.0% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 17 | $15.2K | 0.01% | +16+1,600.0% | Added |
| United Financial Planning Group LLC | 17 | $15.2K | 0.01% | +17 | New |
| POM Investment Strategies, LLC | 16 | $14.3K | 0.02% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 15 | $13.8K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $13.4K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 15 | $13.4K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 15 | $13.4K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 15 | $13.4K | 0.00% | +3+25.0% | Added |
| Beacon Investment Advisory Services, Inc. | 13 | $11.6K | 0.00% | +13 | New |
| Manning & Napier Advisors LLC | 13 | $11.2K | 0.00% | +13 | New |
| Sittner & Nelson, LLC | 12 | $10.7K | 0.00% | 00.0% | Unchanged |
| Swiss Re Ltd | 12 | $10.7K | 0.07% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 12 | $10.7K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 12 | $10.7K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 12 | $10.7K | 0.01% | +3+33.3% | Added |
| Chilton Capital Management LLC | 12 | $10.7K | 0.00% | +9+300.0% | Added |
| Penserra Capital Management LLC | 12 | $10.0K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 11 | $9.85K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 11 | $9.85K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 11 | $9.85K | 0.00% | +11 | New |
| First Community Trust NA | 10 | $8.95K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 10 | $8.95K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 10 | $8.95K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 10 | $8.95K | 0.00% | +3+42.9% | Added |
| Scarborough Advisors, LLC | 10 | $8.95K | 0.00% | +10 | New |
| Investors Portfolio Services LLC | 10 | $8.86K | 0.01% | +2+25.0% | Added |
| Tidemark, LLC | 9 | $8.17K | 0.00% | +4+80.0% | Added |
| Luken Investment Analytics, LLC | 9 | $8.06K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 9 | $8.06K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 9 | $8.06K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 9 | $7.87K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 8 | $7.16K | 0.00% | −25−75.8% | Reduced |
| Orion Capital Management LLC | 8 | $7.16K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 8 | $7.16K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 8 | $7.16K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 8 | $7.16K | 0.00% | +2+33.3% | Added |
| Clark Wealth Partners | 8 | $7.16K | 0.00% | +2+33.3% | Added |
| Valued Wealth Advisors LLC | 8 | $7.16K | 0.00% | +3+60.0% | Added |
| Hughes Financial Services, LLC | 8 | $7.16K | 0.00% | +4+100.0% | Added |
| Crewe Advisors LLC | 8 | $7.16K | 0.00% | +7+700.0% | Added |
| Vermillion Wealth Management, Inc. | 8 | $7.16K | 0.00% | +8 | New |
| Smallwood Wealth Investment Management, LLC | 8 | $7.16K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 7 | $6.32K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 7 | $6.27K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 7 | $6.27K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 7 | $6.27K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 7 | $6.27K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 7 | $6.27K | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 7 | $6.27K | 0.01% | +7 | New |
| Corsicana & Co. | 10 | $6.08K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 6 | $5.55K | 0.00% | +1+20.0% | Added |
| Beaird Harris Wealth Management, LLC | 6 | $5.37K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 6 | $5.37K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 6 | $5.37K | 0.01% | +6 | New |
| TopTier Wealth Management, LLC | 6 | $5.37K | 0.00% | +6 | New |
| Ogorek Anthony Joseph | 6 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 5 | $4.98K | 0.00% | 00.0% | Unchanged |