| Alaska Permanent Capital Management, LLC | 1.39M | $49.7M | $5.67M | Added$13.3M |
| Alaska Wealth Advisors, LLC | 461.9K | $16.5M | $2.01M | Added$3.61M |
| Columbus Macro, LLC | 379.9K | $13.6M | $1.47M | Added$4.18M |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 334.2K | $12M | $1.54M | Added$2.05M |
| Cetera Investment Advisers | 320.6K | $11.5M | $1.29M | Added$3.19M |
| ENVESTNET ASSET MANAGEMENT INC | 257.6K | $9.22M | $971.2K | Added$2.98M |
| AMERICAN NATIONAL BANK & TRUST | 187.1K | $6.69M | $820.8K | Added$1.42M |
| LPL Financial LLC | 180.8K | $6.47M | $871.7K | Added$363.9K |
| UBS Group AG | 159.4K | $5.7M | $254.4K | Added$4.07M |
| Ameritas Investment Partners, Inc. | 150.1K | $5.37M | $704.6K | Added$845.1K |
| STIFEL FINANCIAL CORP | 129K | $4.62M | $596.4K | Added$785.7K |
| ASSETMARK, INC | 127.3K | $4.55M | $479.8K | Added$1.47M |
| OSAIC HOLDINGS, INC. | 106.8K | $3.82M | $473.8K | Added$778.7K |
| Impact Investors, Inc | 102.8K | $3.68M | $495.6K | Added$489.2K |
| CoreCap Advisors, LLC | 101.1K | $3.62M | $487.1K | Cut−$234.9K |
| RFG Advisory, LLC | 97.3K | $3.48M | $419.9K | Added$783.3K |
| WEALTH MANAGEMENT RESOURCES, INC. | 84.5K | $3.02M | — | New |
| Inspire Advisors, LLC | 79.3K | $2.84M | $382.4K | Cut−$1.51M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 76K | $2.72M | $316K | Added$689.3K |
| Mengis Capital Management, Inc. | 70.7K | $2.53M | $307.7K | Added$553.5K |
| Ifrah Financial Services, Inc. | 59.8K | $2.14M | $288K | Added$287.6K |
| Millington Financial Advisors, LLC | 51.6K | $1.9M | $192.4K | Added$264.9K |
| Atria Investments, Inc | 45.8K | $1.64M | — | New |
| Madison Asset Management, LLC | 45.7K | $1.64M | $104.3K | Added$965.8K |
| RHS Financial, LLC | 39.9K | $1.43M | $159.1K | Added$405.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | 36.8K | $1.31M | $116.6K | Added$566K |
| Alhambra Investment Management LLC | 36.6K | $1.31M | $114.8K | Added$571.1K |
| CIBC WORLD MARKET INC. | 32.5K | $1.16M | $125.6K | Added$357.5K |
| RETIREMENT GUYS FORMULA LLC | 28.9K | $1.04M | $131.9K | Added$188.3K |
| InTrack Investment Management Inc | 25.1K | $899.1K | $111.4K | Added$183.4K |
| BCS Private Wealth Management, Inc. | 24.7K | $883.9K | $116.3K | Added$136.9K |
| Lifetime Wealth Management P.C. | 22.4K | $803K | $103K | Added$141.4K |
| IHT Wealth Management, LLC | 20.2K | $724.3K | $97.6K | Cut−$161.7K |
| Cooper Financial Group | 20.2K | $722.4K | — | New |
| WEALTHSPAN PARTNERS, LLC | 20K | $716.4K | $88.9K | Added$145.1K |
| Triton Financial Group Inc | 18.6K | $621.9K | $22.4K | Added$336.4K |
| Andina Capital Management, LLC | 17K | $609.9K | $82.2K | Cut−$198.4K |
| Investment Research Partners LLC | 17K | $609.2K | $82.1K | Added$32.1K |
| Crescent Grove Advisors, LLC | 16.4K | $585.8K | $78.9K | Added$78.9K |
| SECURED RETIREMENT ADVISORS, LLC | 14.9K | $532.2K | $71.7K | Added$45.2K |
| Accel Wealth Management | 12.8K | $456.3K | $40.8K | Added$194K |
| PETRA FINANCIAL ADVISORS INC | 12.4K | $445.4K | $49.6K | Added$126.8K |
| Schrum Private Wealth Management LLC | 11.8K | $420.4K | $56.6K | Added$57K |
| Centurion Wealth Management LLC | 11.2K | $401.6K | $54.1K | Added$54.1K |
| World Investment Advisors | 11.1K | $396.9K | — | New |
| MERCER GLOBAL ADVISORS INC /ADV | 10.6K | $378.8K | $50.8K | Added$52.2K |
| SHEETS SMITH WEALTH MANAGEMENT | 7.87K | $281.5K | $37.9K | Added$10.5K |
| MML INVESTORS SERVICES, LLC | 7.72K | $276.1K | $33.7K | Added$59.6K |
| Stokes Family Office, LLC | 7.27K | $260.1K | $35K | Added$35K |
| Note Advisors, LLC | 6.99K | $250.2K | — | New |
| Mariner, LLC | 6.69K | $239.3K | $32.2K | Cut−$14.7K |
| Jefferies Financial Group Inc. | 6.48K | $231.9K | — | New |
| Ameritas Advisory Services, LLC | 6.32K | $226K | — | New |
| Aureus Asset Management, LLC | 5.96K | $213.4K | — | New |
| MeadowBrook Investment Advisors LLC | 5.05K | $174.6K | $23.5K | Cut−$70.5K |
| HARBOUR INVESTMENTS, INC. | 3.27K | $117.1K | $5.03K | Added$84.8K |
| FARMERS & MERCHANTS INVESTMENTS INC | 1.92K | $68.5K | — | New |
| PlanVest Financial, Inc | 1.72K | $61.4K | — | Held |
| Strategic Investment Solutions, Inc. /IL | 1.68K | $60K | $33 | Added$59.8K |
| SIMPLEX TRADING, LLC | 709 | $25.4K | $2.09K | Added$11.9K |
| Eurizon Asset Management Hungary Ltd. | 700 | $25K | — | New |
| Whipplewood Advisors, LLC | 687 | $24.6K | $3.31K | Added$2.94K |
| Federation des caisses Desjardins du Quebec | 665 | $23.8K | $3.27K | Added$3.27K |
| Advisory Services Network, LLC | 561 | $20.1K | — | New |
| FIFTH THIRD BANCORP | 469 | $16.8K | — | New |
| TD Waterhouse Canada Inc. | 412 | $14.6K | — | New |
| ROYAL BANK OF CANADA | 220 | $8K | — | New |
| Clearstead Advisors, LLC | 205 | $7.33K | — | New |
| Columbia River Financial Group, LLC | 157.5K | $5.63K | $718 | Added$1.02K |
| Wall Street Financial Group, Inc. | 136 | $4.87K | — | New |
| Western Wealth Management, LLC | 133 | $4.78K | — | New |
| IFP Advisors, Inc | 133 | $4.76K | $641 | Added$641 |
| Aptus Capital Advisors, LLC | 127 | $4.54K | $612 | Added$612 |
| PNC Financial Services Group, Inc. | 103 | $3.69K | $496 | Added$496 |
| FDx Advisors, Inc. | 95.1K | $3.4K | $360 | Added$1.09K |
| Farther Finance Advisors, LLC | 83 | $2.95K | — | New |
| Fidelity | 73 | $2.6K | — | New |
| CALDWELL SUTTER CAPITAL, INC. | 70 | $2.5K | $338 | Added$338 |
| Steward Partners Investment Advisory, LLC | 51 | $1.82K | — | New |
| Nemes Rush Group LLC | 32 | $1.15K | $154 | Added$154 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 27 | $966 | $130 | Added$130 |
| EverSource Wealth Advisors, LLC | 26 | $930 | $125 | Added$125 |
| COHEN & STEERS, INC. | 23.7K | $847 | $93 | Added$247 |
| Avail Investment Partners, LLC | 17K | $609 | — | Held |
| Cambridge Investment Research Advisors, Inc. | 8.95K | $320 | $43 | Added$11 |
| FLOW TRADERS U.S. LLC | 5.75K | $206 | — | New |
| MORGAN STANLEY | 2 | $81 | −$2 | Cut−$2 |
| JPMORGAN CHASE & CO | 0 | $34 | — | Added$5 |
| WELLS FARGO & COMPANY/MN | 1 | $20 | −$2 | Cut−$2 |