| Forum Financial Management, LP | 6.54M | $353.1M | −$500.9K | Added$14.6M |
| MASECO LLP | 3.85M | $207.9M | −$355.8K | Added$24.6M |
| Symmetry Partners, LLC | 2.54M | $137.2M | −$197.7K | Added$3.6M |
| WPWealth LLP | 1.19M | $64.1M | −$90.3K | Added$3.13M |
| Beacon Pointe Advisors, LLC | 1.18M | $63.9M | −$94.1K | Added$376.3K |
| Ruedi Wealth Management, Inc. | 993K | $53.6M | −$73.5K | Added$3.93M |
| PENOBSCOT WEALTH MANAGEMENT | 904.6K | $48.8M | −$68.7K | Added$2.4M |
| Vestmark Advisory Solutions, Inc. | 857.5K | $46.3M | −$67.3K | Added$799.3K |
| CURIO WEALTH, LLC | 838K | $45.2M | −$141.1K | Added$3.94M |
| Integrity Advisory Solutions, LLC | 780.6K | $42.1M | −$55.7K | Added$4.48M |
| ENVESTNET ASSET MANAGEMENT INC | 685.1K | $37M | −$51.9K | Added$1.91M |
| Beaird Harris Wealth Management, LLC | 632.7K | $34.2M | −$34.2K | Added$11M |
| INTEGRITY ALLIANCE, LLC. | 615.5K | $33.2M | −$45.3K | Added$2.62M |
| BANK OF AMERICA CORP /DE/ | 614.8K | $33.2M | −$49.2K | Cut−$1.09M |
| TCI Wealth Advisors, Inc. | 614.7K | $33.2M | −$48.3K | Added$536K |
| AE Wealth Management LLC | 583.6K | $31.5M | −$45.2K | Added$974.8K |
| MilWealth Group LLC | 512.3K | $27.7M | −$39.8K | Added$748K |
| Straight Path Wealth Management | 488.9K | $26.4M | −$34.9K | Added$2.84M |
| DiNuzzo Private Wealth, Inc. | 460.3K | $24.9M | −$34.9K | Added$1.25M |
| RFG Advisory, LLC | 438.5K | $23.7M | −$33.5K | Added$1.02M |
| Allworth Financial LP | 435.4K | $23.5M | −$16.9K | Added$12.1M |
| United Wealth Management, LLC | 424.1K | $22.9M | −$29.6K | Added$2.89M |
| COMMONWEALTH EQUITY SERVICES, LLC | 397.2K | $21.4M | −$29.9K | Added$1.22M |
| Midwest Heritage Bank, FSB | 346K | $18.7M | −$21.7K | Added$4.02M |
| Wealth Advisors Northwest LLC | 330.6K | $17.8M | −$23.6K | Added$1.9M |
| Quantum Financial Advisors, LLC | 324.4K | $17.5M | −$23.3K | Added$1.77M |
| MONETA GROUP INVESTMENT ADVISORS LLC | 298.3K | $16.1M | −$19.9K | Added$2.66M |
| Integrated Wealth Concepts LLC | 287.7K | $15.5M | −$22.5K | Added$342.2K |
| STOLZ & ASSOCIATES, PS | 278.8K | $15.2M | $58.8K | Added$6.2M |
| TruNorth Capital Management, LLC | 276.6K | $14.9M | −$21.6K | Added$312.5K |
| Savant Capital, LLC | 217.8K | $11.8M | −$10.8K | Added$4.46M |
| Gradient Capital Advisors, LLC | 217K | $11.7M | −$13.1K | Added$2.83M |
| Wheels Up Wealth, Inc. | 214.2K | $11.6M | −$16.7K | Added$255.9K |
| GeoWealth Management, LLC | 206.8K | $11.2M | −$14.4K | Added$1.45M |
| Dynamic Advisor Solutions LLC | 199.5K | $10.8M | −$14.5K | Added$949.3K |
| Meredith Wealth Planning | 197.9K | $10.7M | −$10.6K | Added$3.54M |
| Modera Wealth Management, LLC | 188.2K | $10.2M | −$15K | Added$248 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 184.8K | $9.98M | — | New |
| Archford Capital Strategies, LLC | 184.4K | $9.96M | −$12.1K | Added$1.77M |
| GRAND WEALTH MANAGEMENT, LLC | 180.8K | $9.76M | −$12.5K | Added$1.29M |
| Fort Vancouver Investment Management, LLC | 168.4K | $9.09M | — | New |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 162.2K | $8.76M | −$12.8K | Added$130.1K |
| Signature Resources Capital Management, LLC | 157.4K | $8.5M | −$11.5K | Added$747.5K |
| AA Financial Advisors, LLC | 152.9K | $8.25M | — | New |
| CSP Financial Group, LLC | 151K | $8.15M | — | Held |
| Kestra Advisory Services, LLC | 143.2K | $7.73M | −$10.8K | Added$451.9K |
| OneDigital Investment Advisors LLC | 131.3K | $7.09M | −$9.43K | Added$706.3K |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 126.8K | $6.85M | −$9.11K | Added$685.9K |
| Farther Finance Advisors, LLC | 126.3K | $6.83M | $453 | Added$2.23M |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 124.9K | $6.74M | −$9.52K | Added$305.6K |
| Mariner, LLC | 119.2K | $6.43M | −$9.02K | Added$330.4K |
| Applied Capital LLC | 117.9K | $6.36M | −$6.92K | Added$1.69M |
| ACTION POINT FINANCIAL PLANNING, LLC | 112.3K | $6.07M | — | Held |
| VESTIA PERSONAL WEALTH ADVISORS | 113.4K | $5.44M | — | New |
| Krilogy Financial LLC | 95.9K | $5.22M | −$513 | Added$244.2K |
| HFM Investment Advisors, LLC | 93.4K | $5.05M | −$6.65K | Added$532K |
| marrick wealth, LLC | 88.8K | $4.79M | −$7.01K | Added$58.7K |
| LPL Financial LLC | 88.2K | $4.76M | −$6.05K | Added$656.7K |
| City State Bank | 87.8K | $4.74M | −$5.66K | Added$916.4K |
| International Private Wealth Advisors LLC | 84.2K | $4.54M | −$5.38K | Added$905.9K |
| 55 North Private Wealth, LLC | 81.2K | $4.38M | −$6.42K | Added$62.8K |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 76.5K | $4.13M | −$5.5K | Added$420.1K |
| OSAIC HOLDINGS, INC. | 71.2K | $3.84M | −$5.25K | Added$301.6K |
| Wealthcare Advisory Partners LLC | 67.4K | $3.64M | −$4.35K | Added$699.2K |
| JPMORGAN CHASE & CO | 67.8K | $3.63M | −$21.5K | Added$900.6K |
| Professional Financial Advisors, LLC | 65.6K | $3.54M | — | New |
| Disciplined Investors, L.L.C. | 64.8K | $3.5M | −$4.96K | Added$144.7K |
| Acorn Wealth Advisors, LLC | 58.4K | $3.16M | −$4.7K | Cut−$213.4K |
| CITIGROUP INC | 56.1K | $3.03M | −$3.05K | Added$969.9K |
| MASTER'S WEALTH MANAGEMENT INC. | 55.3K | $2.99M | −$4.42K | Cut−$474K |
| SAX WEALTH ADVISORS, LLC | 55K | $2.97M | $0 | Held |
| Merit Financial Group, LLC | 52.3K | $2.82M | −$4.22K | Cut−$631K |
| PFG Advisors | 52.2K | $2.82M | −$3.75K | Added$285.6K |
| TRUIST FINANCIAL CORP | 52K | $2.8M | −$4.16K | Cut−$181K |
| Cerity Partners LLC | 47.1K | $2.54M | — | New |
| Foster Group, Inc. | 46.1K | $2.49M | −$3.68K | Cut−$109.3K |
| Abel Hall, LLC | 46.1K | $2.49M | −$3.68K | Cut−$13.8K |
| NWAM LLC | 40.6K | $2.19M | −$14.5K | Added$408.9K |
| Keating Financial Advisory Services, Inc. | 39.6K | $2.14M | −$1.89K | Added$858.5K |
| Two West Capital Advisors LLC | 39.3K | $2.13M | $2.49K | Added$187.2K |
| XY Planning Network, Inc. | 37K | $2M | $179 | Added$67.6K |
| American Investment Services, Inc. | 36.1K | $1.95M | −$2.74K | Added$96K |
| Foundry Financial LLC | 35.2K | $1.9M | −$2.79K | Cut−$1.9M |
| FIRETHORN WEALTH PARTNERS, LLC | 34.1K | $1.84M | −$2.73K | Cut−$71.4K |
| CreativeOne Wealth, LLC | 32.8K | $1.77M | −$2.62K | Cut−$78.7K |
| GREAT VALLEY ADVISOR GROUP, INC. | 29.6K | $1.6M | −$1.27K | Added$380K |
| Parkwoods Wealth Partners, LLC | 27.9K | $1.51M | −$1.74K | Added$330.1K |
| Prime Capital Investment Advisors, LLC | 26.1K | $1.41M | −$2.07K | Added$8.89K |
| MML INVESTORS SERVICES, LLC | 25.9K | $1.4M | −$2.03K | Cut−$237.4K |
| Apella Capital, LLC | 24.9K | $1.36M | $10.4K | Added$499.4K |
| Kane Co Wealth Management, Inc. | 25K | $1.35M | −$1.79K | Added$144.5K |
| Vantage Point Financial LLC | 23.6K | $1.27M | −$1.81K | Added$46K |
| Excelsior Advisor Network LLC | 23.2K | $1.25M | −$1.77K | Added$60.2K |
| Triad Wealth Partners, LLC | 23.2K | $1.25M | −$1.61K | Added$167.7K |
| Private Advisor Group, LLC | 22.4K | $1.21M | −$602 | Added$802.7K |
| Alpha Financial Advisors, LLC | 20.1K | $1.09M | −$1.03K | Added$398.7K |
| Tandem Financial, LLC | 20K | $1.08M | — | New |
| WELLS FARGO & COMPANY/MN | 18.5K | $1M | −$127 | Added$914.6K |
| Brookstone Capital Management | 18.1K | $975K | −$1.27K | Added$114K |
| Shearwater Capital LLC | 17.2K | $927.2K | −$1.31K | Added$41.3K |
| Vested Financial Planning, LLC | 17.2K | $926.7K | −$1.32K | Added$32.4K |
| Arkadios Wealth Advisors | 16.8K | $908.9K | −$1.35K | Cut−$1.35K |
| Faithward Advisors, LLC | 16.5K | $889.6K | −$1.19K | Added$82.4K |
| Mutual Advisors, LLC | 16.1K | $867K | −$1.01K | Added$185K |
| Sterling Wealth Management, Inc. | 15.3K | $823.7K | — | New |
| Aurelius Family Office LLC | 15.1K | $814.5K | −$2.87K | Cut−$10.9K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 14.6K | $793K | — | New |
| CHOREO, LLC | 11K | $595.6K | — | New |
| Donalies Financial Planning, LLC | 10.9K | $591K | −$789 | Added$56.3K |
| Daner Wealth Management, LLC | 10.7K | $581.9K | −$4.03K | Added$120.7K |
| Orion Porfolio Solutions, LLC | 10.7K | $575.6K | −$711 | Added$95.4K |
| Focus Partners Advisor Solutions, LLC | 9.55K | $515.4K | −$547 | Added$145.6K |
| Plancorp, LLC | 9.33K | $506.1K | $1.65K | Added$51.6K |
| SEI INVESTMENTS CO | 8.48K | $457.7K | −$484 | Added$129.1K |
| IHT Wealth Management, LLC | 8.48K | $444.6K | — | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8.13K | $439.7K | −$951 | Cut−$18.8K |
| UPTICK PARTNERS, LLC | 8.08K | $436K | — | New |
| MERCER GLOBAL ADVISORS INC /ADV | 8.02K | $432.7K | −$641 | Cut−$498K |
| Fisher Asset Management, LLC | 7.5K | $404.9K | — | New |
| Aegis Wealth Management LLC | 7.36K | $397.5K | −$564 | Added$16.6K |
| First Financial Group Corp | 7.32K | $395K | — | New |
| Savvy Advisors, Inc. | 7.1K | $383.3K | −$568 | Cut−$3K |
| Johnson Wealth Management, LLC | 6.7K | $361.5K | −$527 | Added$5.41K |
| Clarity Capital Advisors, LLC | 6.59K | $356K | −$527 | Cut−$527 |
| Werba Rubin Papier Wealth Management | 5.85K | $316.1K | −$371 | Added$69K |
| Vise Technologies, Inc. | 5.48K | $296.2K | $0 | Held |
| Accurate Wealth Management, LLC | 5.4K | $293.1K | — | New |
| Axis Wealth Partners, LLC | 5.22K | $281.9K | −$339 | Added$52.8K |
| Concord Wealth Partners | 5.1K | $275.4K | −$408 | Cut−$408 |
| ROYAL BANK OF CANADA | 4.91K | $265K | −$554 | Added$191K |
| NATIONAL BANK OF CANADA /FI/ | 4.88K | $263.5K | −$122 | Added$203.5K |
| SwitchPoint Financial Planning, LLC | 4.84K | $261.2K | −$387 | Cut−$387 |
| Advyzon Investment Management, LLC | 4.63K | $250.2K | −$359 | Added$7.47K |
| IFG Advisory, LLC | 4.49K | $242.1K | — | New |
| Index Fund Advisors, Inc. | 4.46K | $241.1K | −$357 | Cut−$357 |
| Everest Financial Group LLC | 4.42K | $238.9K | — | New |
| VICTORY FINANCIAL GROUP, LLC | 4.33K | $234K | −$334 | Added$7.98K |
| Brooklyn Investment Group | 4.23K | $228.3K | −$973 | Cut−$52.8K |
| Rehmann Capital Advisory Group | 4.18K | $225.8K | −$323 | Added$7.51K |
| Stratos Wealth Partners, LTD. | 4.16K | $224.6K | — | New |
| Brookwood Investment Group LLC | 3.99K | $215.3K | — | New |
| BankChampaign, National Association | 3.47K | $187.5K | −$160.8K | Cut−$278 |
| Clarity Asset Management, Inc. | 3.23K | $174.7K | — | New |
| HARBOUR INVESTMENTS, INC. | 2.75K | $148.3K | — | New |
| ASSETMARK, INC | 1.8K | $97K | — | New |
| Trust Co | 1.6K | $86.4K | −$128 | Cut−$128 |
| von Borstel & Associates, Inc. | 1.53M | $82.4K | −$112 | Added$7.31K |
| Private Wealth Management Group, LLC | 1.49K | $80.3K | −$109 | Added$6.21K |
| CWM, LLC | 1.37K | $73.8K | $37.8K | Added$73.7K |
| Golden State Equity Partners | 1.26K | $67.9K | — | New |
| Strategic Wealth Partners, Ltd. | 1.16K | $62.6K | −$93 | Added$231 |
| NewEdge Advisors, LLC | 62.5K | $62.5K | −$3.32M | Cut−$3.4M |
| Root Financial Partners, LLC | 1.03K | $55.8K | −$39 | Added$29.7K |
| Physician Wealth Advisors, Inc. | 986 | $53.2K | −$77 | Added$787 |
| ELEVATE WEALTH ADVISORY, INC | 585 | $31.6K | −$47 | Cut−$47 |
| CoreCap Advisors, LLC | 533 | $28.8K | — | New |
| FIFTH THIRD BANCORP | 531 | $28.7K | — | New |
| RHL GROUP, LLC | 847 | $22.5K | −$22.8K | Cut−$22.3K |
| Torren Management, LLC | 410 | $22.1K | −$33 | Cut−$33 |
| UBS Group AG | 308 | $16.6K | — | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 242 | $13.1K | −$19 | Cut−$87K |
| Nemes Rush Group LLC | 162 | $8.75K | −$13 | Cut−$13 |
| PARK AVENUE SECURITIES LLC | 158.9K | $8.58K | −$11 | Added$1.4K |
| Betterment LLC | 156.2K | $8.43K | −$11 | Added$763 |
| Larson Financial Group LLC | 110 | $5.94K | −$9 | Cut−$9 |
| One Degree Advisors Inc | 98.1K | $5.3K | −$7 | Added$335 |
| Cambridge Investment Research Advisors, Inc. | 46.6K | $2.52K | −$3 | Added$700 |
| Aspect Partners, LLC | 33 | $1.78K | −$2 | Cut−$2 |
| Quest 10 Wealth Builders, Inc. | 29 | $1.57K | — | New |
| Coston, McIsaac & Partners | 1.78K | $96 | $0 | Held |