| 1 | LJI Wealth Management, LLC | $82.4M | 1.6M | Added |
| 2 | FARMERS & MERCHANTS INVESTMENTS INC | $49.5M | 982,350 | Added |
| 3 | Crews Bank & Trust | $39.7M | 788,528 | Added |
| 4 | Wiser Wealth Management, Inc | $25.7M | 510,292 | Added |
| 5 | CREATIVE FINANCIAL DESIGNS INC /ADV | $22.6M | 448,811 | Trimmed |
| 6 | VOISARD ASSET MANAGEMENT GROUP, INC. | $19.8M | 394,083 | Trimmed |
| 7 | CAMDEN NATIONAL BANK | $19.8M | 394,035 | Added |
| 8 | Global Wealth Management Investment Advisory, Inc. | $13.9M | 275,433 | Added |
| 9 | Waterloo Capital, L.P. | $12.9M | 256,252 | Added |
| 10 | INTEGRAL INVESTMENT ADVISORS, INC. | $12.6M | 250,728 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $10.6M | 211,186 | Trimmed |
| 12 | NDWM LLC | $7.6M | 150,111 | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $7.3M | 144,592 | Trimmed |
| 14 | Saiph Capital, LLC | $7.2M | 143,690 | Trimmed |
| 15 | Ifrah Financial Services, Inc. | $6.8M | 134,345 | Added |
| 16 | ALTERNA WEALTH MANAGEMENT, INC | $6.0M | 119,691 | Trimmed |
| 17 | Cambridge Investment Research Advisors, Inc. | $5.8M | 114,564 | Added |
| 18 | Harel Insurance Investments & Financial Services Ltd. | $5.4M | 106,631 | Added |
| 19 | River Wealth Advisors LLC | $4.7M | 93,812 | Trimmed |
| 20 | Rosenberg Matthew Hamilton | $4.2M | 83,730 | Trimmed |
| 21 | Belpointe Asset Management LLC | $4.1M | 81,026 | Added |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.8M | 75,134 | Added |
| 23 | IFP Advisors, Inc | $3.7M | 73,563 | Added |
| 24 | Sugar Maple Asset Management, LLC | $3.1M | 62,128 | Added |
| 25 | Kestra Advisory Services, LLC | $3.0M | 59,872 | Added |