| Apella Capital, LLC | 2.13M | $113.2M | $919.4K | Added$11.3M |
| Planning Center, Inc. | 1.55M | $81.4M | −$272.3K | Added$3.75M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 717.2K | $37.6M | −$120.2K | Added$3.32M |
| Elser Financial Planning, Inc | 707.9K | $37.2M | −$69.9K | Added$3.75M |
| Alpha Financial Advisors, LLC | 699.9K | $36.7M | −$121.3K | Added$2.09M |
| Hill Investment Group Partners, LLC | 678.5K | $35.6M | −$125.2K | Cut−$15.7M |
| United Wealth Management, LLC | 660.4K | $34.6M | −$116.4K | Added$1.43M |
| Private Wealth Management Group, LLC | 619.3K | $32.5M | −$107.8K | Added$1.72M |
| Savant Capital, LLC | 554K | $29.1M | −$102.2K | Cut−$7.49M |
| HighTower Advisors, LLC | 466.5K | $24.5M | −$83.5K | Added$649K |
| ENVESTNET ASSET MANAGEMENT INC | 465.4K | $24.4M | −$60.9K | Added$7.03M |
| Guardian Wealth Management, LLC | 448.4K | $23.5M | −$72.1K | Added$2.96M |
| Verisail Partners, LLC | 435K | $22.8M | −$76.9K | Added$865.7K |
| LIBERTY WEALTH MANAGEMENT LLC | 387.3K | $20.3M | −$60K | Added$1.01M |
| Mattern Wealth Management LLC | 368.3K | $19.3M | −$64.6K | Added$900.3K |
| Equita Financial Network, Inc. | 352K | $18.5M | −$60.8K | Added$1.01M |
| Eaton-Cambridge Inc. | 325.3K | $17.1M | — | New |
| Private Advisor Group, LLC | 322.3K | $16.9M | −$55.3K | Added$1.12M |
| Vermillion Wealth Management, Inc. | 311.7K | $16.3M | −$45.6K | Added$3.35M |
| BANK OF AMERICA CORP /DE/ | 310.4K | $16.3M | −$39.8K | Added$4.97M |
| GeoWealth Management, LLC | 306.3K | $16.1M | −$51.4K | Added$1.4M |
| Oakwell Private Wealth Management, LLC | 305K | $16M | −$54.1K | Added$577.7K |
| Vestmark Advisory Solutions, Inc. | 271.1K | $14.2M | −$46.3K | Added$1.02M |
| ASSETMARK, INC | 263.9K | $13.8M | −$48.7K | Cut−$581.2K |
| Shotwell Rutter Baer Inc | 263K | $13.8M | −$110.1K | Added$390.1K |
| Kestra Investment Management, LLC | 258.5K | $13.6M | −$29.9K | Added$5.02M |
| INTEGRITY ALLIANCE, LLC. | 253.1K | $13.3M | −$46.7K | Cut−$84.9K |
| SageOak Financial, LLC | 237.1K | $12.4M | −$43.1K | Added$138.6K |
| Babb Wealth Advisors LLC | 236.8K | $12.4M | −$40K | Added$995.3K |
| Yardley Wealth Management LLC | 232.9K | $12.2M | −$38.7K | Added$1.18M |
| Strathmore Capital Advisors, Inc. | 215.7K | $11.4M | $55.6K | Added$14.8K |
| Johnson Wealth Management, LLC | 207.6K | $10.9M | −$36.1K | Added$579.2K |
| HFM Investment Advisors, LLC | 190K | $9.96M | −$31.4K | Added$1.02M |
| Integrity Advisory Solutions, LLC | 188.4K | $9.88M | −$28.8K | Added$1.65M |
| OneDigital Investment Advisors LLC | 185.6K | $9.73M | −$31.2K | Added$823.4K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 172.2K | $9.03M | −$29K | Added$753.4K |
| Stratos Investment Management, LLC | 162.3K | $8.51M | −$29.8K | Added$20.5K |
| E6 Portfolios, LLC | 155.5K | $8.15M | −$24.5K | Added$1.14M |
| AA Financial Advisors, LLC | 147.5K | $7.74M | — | New |
| Farther Finance Advisors, LLC | 119.6K | $6.29M | −$2.22K | Added$3.69M |
| Torren Management, LLC | 117.2K | $6.15M | −$20.5K | Added$300K |
| Sterling Wealth Management, Inc. | 111K | $5.82M | −$18.7K | Added$485.3K |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 108.2K | $5.67M | −$11.1K | Added$2.5M |
| DiNuzzo Private Wealth, Inc. | 105.3K | $5.52M | −$19.4K | Cut−$131.5K |
| Vantage Point Financial LLC | 101.2K | $5.31M | −$17.6K | Added$303.1K |
| AlphaStar Capital Management, LLC | 96.8K | $5.08M | −$16.8K | Added$280.7K |
| Mariner, LLC | 96K | $5.03M | −$17.7K | Cut−$1.27M |
| HEFFERNAN ADVISORY, INC | 91.7K | $4.81M | −$15.3K | Added$437.3K |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | 91.7K | $4.81M | −$16.1K | Added$336K |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 90.6K | $4.75M | −$14.8K | Added$517.2K |
| Cornerstone Wealth Partners, LLC | 88.7K | $4.65M | −$12.1K | Added$951.2K |
| RAYMOND JAMES FINANCIAL INC | 85.2K | $4.47M | −$14.1K | Added$452.6K |
| Orion Porfolio Solutions, LLC | 79.1K | $4.15M | −$14.3K | Added$84.4K |
| Porter White Investment Advisors, Inc. | 76.9K | $4.03M | −$13.6K | Added$156.4K |
| JMG Financial Group, Ltd. | 76.4K | $4.01M | — | New |
| Schwallier Wealth Management LLC | 72K | $3.78M | — | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 70.1K | $3.68M | — | New |
| Elequin Capital, LP | 73.1K | $3.57M | — | New |
| Cogent Private Wealth, Inc. | 67.2K | $3.52M | −$8.14K | Added$1.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | 67K | $3.52M | −$12.4K | Cut−$116.9K |
| Note Advisors, LLC | 61.4K | $3.22M | −$19.3K | Added$137.7K |
| TABLEAUX LLC | 61K | $3.2M | −$112.6K | Added$1.07M |
| Index Fund Advisors, Inc. | 60.7K | $3.18M | −$4.73K | Added$1.83M |
| McCartney Wealth Management LLC | 57.4K | $3.01M | −$10.6K | Cut−$91.5K |
| PW ADVISORS, LLC \ FL | 57K | $2.99M | −$8.66K | Added$512.1K |
| TRUIST FINANCIAL CORP | 53.2K | $2.79M | −$8.88K | Added$256.2K |
| Cerity Partners LLC | 51.6K | $2.71M | — | New |
| Sowell Financial Services LLC | 50.2K | $2.63M | −$8.68K | Added$165.6K |
| 3 FACTOR INDEXING, LLC | 49.2K | $2.58M | — | Held |
| OSAIC HOLDINGS, INC. | 48.1K | $2.52M | −$8.04K | Added$342.3K |
| GOLDMAN SACHS GROUP INC | 47.9K | $2.51M | — | New |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 47.5K | $2.49M | −$6.69K | Added$581.5K |
| W.H. Cornerstone Investments Inc. | 47.1K | $2.47M | −$8.69K | Cut−$2.41M |
| Simplicity Wealth,LLC | 46.8K | $2.46M | −$8.24K | Added$105.9K |
| LPL Financial LLC | 44.8K | $2.35M | −$7.58K | Added$188.1K |
| EverSource Wealth Advisors, LLC | 44.5K | $2.33M | −$8.21K | Cut−$793.5K |
| AssuredPartners Investment Advisors, LLC | 43.2K | $2.27M | −$3.59K | Added$544.6K |
| Vested Financial Planning, LLC | 42K | $2.2M | −$7.45K | Added$78.3K |
| Donalies Financial Planning, LLC | 41.8K | $2.19M | −$7.4K | Added$80.8K |
| Beacon Pointe Advisors, LLC | 40.4K | $2.12M | −$7.46K | Cut−$130.2K |
| JANE STREET GROUP, LLC | 40.4K | $2.12M | −$7.46K | Cut−$7.02M |
| Higgins & Schmidt Wealth Strategies LLC | 39K | $2.05M | — | New |
| Broadhurst Jeffrey B | 38.8K | $2.04M | −$6.66K | Added$135.2K |
| Wealth Advisors Northwest LLC | 37.6K | $1.97M | −$5.56K | Added$386.1K |
| Kestra Advisory Services, LLC | 37.2K | $1.95M | −$6.83K | Cut−$1.69K |
| Smartleaf Asset Management LLC | 32.1K | $1.68M | −$14.7K | Added$322.9K |
| GREENWOOD CAPITAL ASSOCIATES LLC | 25.9K | $1.36M | −$4.74K | Added$5.12K |
| Selective Wealth Management, Inc. | 20K | $1.05M | — | New |
| Linscomb Wealth, Inc. | 19.3K | $1.01M | — | New |
| BWM Planning, LLC | 17.6K | $924.6K | −$3.25K | Cut−$3.25K |
| CreativeOne Wealth, LLC | 16.9K | $889K | −$3K | Added$37.9K |
| Triad Wealth Partners, LLC | 16.8K | $879.8K | −$1.68K | Added$398.7K |
| Hassell Wealth Management, LLC | 16.5K | $867.1K | — | New |
| Kane Co Wealth Management, Inc. | 15.4K | $808.8K | −$706 | Added$607.5K |
| Citadel | 15.3K | $800.2K | −$2.81K | Cut−$629.6K |
| Signal Advisors Wealth, LLC | 14.7K | $768.5K | −$2.7K | Cut−$236.8K |
| REAP Financial Group, LLC | 13.8K | $722.8K | −$2.54K | Cut−$8.07K |
| Dynamic Advisor Solutions LLC | 13.6K | $712.5K | −$2.32K | Added$52.4K |
| LAM GROUP, INC. | 12.7K | $664.3K | −$2.34K | Cut−$79.4K |
| Ashton Thomas Private Wealth, LLC | 12.6K | $658.7K | −$2.17K | Added$38.8K |
| Stewardship Advisors, LLC | 11.8K | $616.7K | −$2.04K | Added$35.1K |
| Foundry Financial LLC | 11.4K | $596.8K | −$2.08K | Cut−$690K |
| CITIGROUP INC | 11.3K | $592.7K | −$2.01K | Added$18.7K |
| Envestnet Portfolio Solutions, Inc. | 11.3K | $592.4K | −$2.08K | Cut−$9.51K |
| Leading Edge Financial Planning LLC | 10.1K | $528.8K | — | New |
| MGO ONE SEVEN LLC | 9.8K | $514.1K | −$1.81K | Cut−$1.81K |
| Focus Partners Advisor Solutions, LLC | 9.77K | $512.2K | −$887 | Added$258.5K |
| Werba Rubin Papier Wealth Management | 9.65K | $506.4K | −$1.77K | Added$955 |
| Geneos Wealth Management Inc. | 9.62K | $504.3K | −$1.59K | Added$63.4K |
| CLUNE & ASSOCIATES, LTD. | 9.58K | $502.2K | −$1.81K | Cut−$86.3K |
| Integrated Wealth Concepts LLC | 9.01K | $472.6K | −$1.63K | Added$6.23K |
| Aspire Private Capital, LLC | 8.81K | $462.2K | −$1.48K | Added$39K |
| CSP Financial Group, LLC | 8.72K | $457.2K | — | Held |
| Physician Wealth Solutions Inc. | 8.2K | $430.1K | −$1.51K | Cut−$1.51K |
| Prospera Financial Services Inc | 8.03K | $421.3K | — | New |
| IFP Advisors, Inc | 7.92K | $415.3K | −$1.4K | Added$14.8K |
| Level Financial Advisors | 7.35K | $385.6K | −$791 | Added$159.9K |
| First Financial Group Corp | 6.65K | $348.8K | — | New |
| MB Generational Wealth, LLC | 6.55K | $343.6K | −$1.21K | Cut−$1.21K |
| Concurrent Investment Advisors, LLC | 6.11K | $320.5K | — | New |
| XY Planning Network, Inc. | 6.02K | $316.7K | −$226 | Added$52K |
| Oceanside Advisors LLC | 5.9K | $309.5K | −$1.09K | Cut−$1.09K |
| Acorn Wealth Advisors, LLC | 5.58K | $292.5K | −$1.03K | Cut−$3.61K |
| FOUNDERS FINANCIAL SECURITIES LLC | 5.53K | $292.2K | $1.15K | Added$17.1K |
| VICTORY FINANCIAL GROUP, LLC | 5.43K | $284.6K | −$921 | Added$22K |
| Stirlingshire Investments, Inc. | 5.21K | $273.3K | −$909 | Added$13.9K |
| GRAND WEALTH MANAGEMENT, LLC | 5.07K | $265.8K | −$839 | Added$26.2K |
| MML INVESTORS SERVICES, LLC | 5.06K | $265.3K | −$965 | Cut−$25.4K |
| SILVER OAK SECURITIES, INCORPORATED | 4.91K | $257.6K | −$1.22K | Added$5.07K |
| Merit Financial Group, LLC | 4.86K | $255K | −$807 | Added$22K |
| Advyzon Investment Management, LLC | 4.82K | $252.5K | −$851 | Added$9.69K |
| MARIPAU WEALTH MANAGEMENT LLC | 4.63K | $242.6K | −$853 | Cut−$853 |
| Washington Trust Advisors, Inc. | 4.42K | $231.8K | −$816 | Cut−$816 |
| ACTION POINT FINANCIAL PLANNING, LLC | 4.29K | $224.8K | — | Held |
| Aspen Wealth Management LLC | 4.29K | $224.7K | −$765 | Added$6.37K |
| Savvy Advisors, Inc. | 4.26K | $223.2K | — | New |
| TCFG WEALTH MANAGEMENT, LLC | 4.21K | $220.8K | −$720 | Added$15.5K |
| TCFG Investment Advisors, LLC | 4.21K | $220.8K | — | Held |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 4.18K | $219.4K | — | New |
| Tillman Hartley LLC | 4K | $209.8K | −$738 | Cut−$174.4K |
| AE Wealth Management LLC | 2.67K | $140.1K | −$438 | Added$15.1K |
| CWM, LLC | 2.66K | $139.6K | $132.3K | Added$139.5K |
| Millstone Evans Group, LLC | 2.63K | $137.8K | −$486 | Cut−$3.01K |
| IFG Advisory, LLC | 2.55K | $133.7K | — | New |
| Clarity Asset Management, Inc. | 1.71K | $89.7K | −$315 | Cut−$315 |
| HARBOUR INVESTMENTS, INC. | 1.61K | $84.3K | −$20 | Added$78.7K |
| UBS Group AG | 1.39K | $72.9K | −$32 | Added$63.9K |
| Topsail Wealth Management, LLC | 846 | $44.4K | — | New |
| Rossby Financial, LCC | 624 | $32.8K | — | New |
| Strategic Investment Solutions, Inc. /IL | 383 | $20.1K | — | New |
| PRIVATE TRUST CO NA | 305 | $16K | −$56 | Cut−$1.11K |
| MORGAN STANLEY | 286 | $15K | −$53 | Cut−$21.7K |
| Kilter Group LLC | 237 | $12.4K | −$44 | Cut−$44 |
| Atlantic Union Bankshares Corp | 233 | $12.2K | — | New |
| Arax Advisory Partners | 129 | $6.77K | −$23 | Cut−$23 |
| Betterment LLC | 105.8K | $5.55K | −$18 | Added$643 |
| PARK AVENUE SECURITIES LLC | 98.9K | $5.19K | — | New |
| Cambridge Investment Research Advisors, Inc. | 63.5K | $3.33K | −$6 | Added$1.43K |
| USAdvisors Wealth Management, LLC | 10.4K | $541 | −$6 | Added$7 |
| Coston, McIsaac & Partners | 758 | $39 | $1 | Added$31 |
| Strategic Wealth Partners, Ltd. | 0 | $5 | — | Held |