| Abacus Wealth Partners, LLC | 2.61M | $135.1M | −$139.1K | Added$9.14M |
| MASECO LLP | 1.86M | $96M | −$120K | Added$7.19M |
| MERCER GLOBAL ADVISORS INC /ADV | 841.7K | $43.6M | −$42.4K | Added$5.1M |
| Quantum Financial Advisors, LLC | 526.4K | $27.2M | −$29.5K | Added$552.6K |
| SEI INVESTMENTS CO | 261.1K | $13.5M | −$14.3K | Added$785.7K |
| SEEDS INVESTOR LLC | 256.9K | $13.4M | $90K | Added$1.46M |
| Simplicity Wealth,LLC | 252K | $13M | −$14.4K | Cut−$133.6K |
| Composition Wealth, LLC | 245.1K | $12.7M | −$14K | Cut−$4.29M |
| Parkshore Wealth Management, Inc. | 216.4K | $11.2M | −$10.1K | Added$2.04M |
| Planning Center, Inc. | 189K | $9.78M | −$10.5K | Added$235.1K |
| Momentous Wealth Management, Inc. | 184.1K | $9.53M | −$9.91K | Added$555.6K |
| Citrine Capital LLC | 165.2K | $8.55M | −$9.1K | Added$283.4K |
| Apella Capital, LLC | 159K | $8.31M | $61.7K | Added$1.66M |
| Corient Private Wealth LLC | 125.5K | $6.5M | −$6.87K | Added$258.4K |
| Allodium Investment Consultants, LLC | 104.7K | $5.42M | −$4.97K | Added$918.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 94.7K | $4.91M | −$5.01K | Added$92.6K |
| Beacon Pointe Advisors, LLC | 88.9K | $4.6M | −$2.6K | Added$2.25M |
| Focus Partners Advisor Solutions, LLC | 81.1K | $4.2M | −$2.4K | Added$2.04M |
| OneDigital Investment Advisors LLC | 77.4K | $4M | −$4.38K | Added$32.7K |
| RAM Investment Partners, LLC | 62.8K | $3.25M | −$3.38K | Added$188.7K |
| SUMMIT WEALTH GROUP LLC / CO | 49.5K | $2.56M | −$2.77K | Added$52.3K |
| LPL Financial LLC | 48.5K | $2.51M | −$2.38K | Added$351.3K |
| Farther Finance Advisors, LLC | 46.7K | $2.42M | −$203 | Added$2.12M |
| Broadhurst Jeffrey B | 44.9K | $2.32M | −$2.42K | Added$134.3K |
| AA Financial Advisors, LLC | 42.8K | $2.21M | — | New |
| Vermillion Wealth Management, Inc. | 29.6K | $1.53M | −$1.69K | Cut−$1.69K |
| Wheels Up Wealth, Inc. | 27.7K | $1.43M | −$1.43K | Added$135.1K |
| Samalin Investment Counsel, LLC | 27.1K | $1.4M | −$1.54K | Cut−$45.7K |
| Creative Capital Management Investments LLC | 26.6K | $1.38M | −$1.49K | Added$26.3K |
| Sequoia Financial Advisors, LLC | 26.2K | $1.36M | −$894 | Added$555.6K |
| Tanager Wealth Management LLP | 25.9K | $1.34M | −$1.47K | Added$6.03K |
| Babb Wealth Advisors LLC | 25.3K | $1.31M | −$1.31K | Added$120.9K |
| RW Investment Management LLC | 22.2K | $1.15M | — | Held |
| CURIO WEALTH, LLC | 20.8K | $1.08M | −$3.89K | Cut−$2.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | 20.4K | $1.05M | −$1.12K | Added$44.8K |
| OSAIC HOLDINGS, INC. | 19.9K | $1.03M | −$647 | Added$448.2K |
| HighTower Advisors, LLC | 19.4K | $1M | −$805 | Added$275.3K |
| Root Financial Partners, LLC | 18.1K | $935.9K | −$504 | Added$475.7K |
| Strathmore Capital Advisors, Inc. | 17.5K | $911.1K | $6.26K | Added$6.26K |
| Wealth Advisors Northwest LLC | 17.5K | $907.5K | −$939 | Added$58.7K |
| Flagstone Financial Management | 17.1K | $886.3K | −$986 | Cut−$40.2K |
| Skyline Advisors, Inc. | 16.9K | $871.9K | −$964 | Cut−$308.6K |
| Mason & Associates Inc | 15.9K | $817.5K | −$5.58K | Cut−$4.76K |
| BetterWealth, LLC | 15.7K | $810.1K | −$869 | Added$14.3K |
| Rehmann Capital Advisory Group | 14.4K | $746.4K | −$825 | Cut−$825 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 14.3K | $739.4K | −$731 | Added$77.4K |
| McCartney Wealth Management LLC | 14K | $722.3K | −$798 | Cut−$798 |
| Krilogy Financial LLC | 13.6K | $709K | −$1.36K | Added$1.55K |
| Modera Wealth Management, LLC | 13.2K | $683.8K | −$755 | Added$280 |
| Aerodigm Wealth, LLC | 13.2K | $683.7K | −$756 | Cut−$756 |
| Petersen Hastings Wealth Advisors Inc. | 13K | $673.5K | −$745 | Cut−$5.92K |
| Vise Technologies, Inc. | 12.5K | $649K | $0 | Held |
| JANE STREET GROUP, LLC | 12.1K | $625.4K | −$692 | Cut−$2.63M |
| Concord Wealth Partners | 12K | $618.4K | −$679 | Cut−$80.5K |
| Geometric Wealth Advisors | 11.9K | $613.8K | −$693 | Cut−$71.7K |
| WPWealth LLP | 11.5K | $592.9K | −$656 | Cut−$604 |
| Vestment Financial LLC | 11.2K | $584.7K | $2.24K | Cut−$18K |
| Private Advisor Group, LLC | 11K | $570.5K | −$628 | Added$1.13K |
| CAHILL FINANCIAL ADVISORS INC | 10.8K | $560.3K | −$620 | Cut−$620 |
| DiNuzzo Private Wealth, Inc. | 10.6K | $549.9K | −$599 | Added$7.01K |
| Level Financial Advisors | 10.1K | $520.5K | −$574 | Added$1.5K |
| Clarity Asset Management, Inc. | 9.62K | $497.7K | — | New |
| Kestra Advisory Services, LLC | 9.4K | $486.4K | −$495 | Added$27.3K |
| M. Kulyk & Associates, LLC | 9.28K | $480.2K | −$523 | Added$6.57K |
| FIDUCIARY FINANCIAL GROUP, LLC | 9.11K | $471.4K | −$488 | Added$28.9K |
| Rossby Financial, LCC | 8.66K | $448.3K | −$120 | Added$251.7K |
| MISSION WEALTH MANAGEMENT, LP | 8.32K | $430.3K | −$460 | Added$13.4K |
| Aspen Capital Management, LLC | 7.94K | $410.8K | −$454 | Cut−$454 |
| Shore Point Advisors, LLC | 7.87K | $407.1K | −$435 | Added$14.2K |
| Ballast Rock Private Wealth LLC | 7.79K | $403.3K | −$446 | Cut−$446 |
| Fortis Capital Management LLC | 7.59K | $392.5K | — | New |
| COMPASS CAPITAL CORP /MA/ /ADV | 7.46K | $388.2K | −$1.27K | Added$19.2K |
| SAX WEALTH ADVISORS, LLC | 7.37K | $381.6K | $0 | Held |
| XY Planning Network, Inc. | 7.05K | $365.1K | −$222 | Cut−$222 |
| Stewardship Advisors, LLC | 7.05K | $365K | −$384 | Added$17.9K |
| GRAND WEALTH MANAGEMENT, LLC | 6.98K | $361.4K | −$390 | Added$7.53K |
| Summit Wealth Group, LLC | 6.93K | $358.5K | −$396 | Cut−$396 |
| Financial Plan, Inc. | 6.9K | $357.1K | −$276 | Added$106.5K |
| Wealthcare Advisory Partners LLC | 6.76K | $350K | −$387 | Cut−$387 |
| Creative Planning | 5.99K | $310K | −$341 | Cut−$37.6K |
| Legacy Financial Advisors, Inc. | 5.71K | $295.7K | −$324 | Added$1.85K |
| ROYAL BANK OF CANADA | 5.7K | $295K | −$90 | Added$89K |
| ACTION POINT FINANCIAL PLANNING, LLC | 5.6K | $289.8K | — | Held |
| Greenspring Advisors, LLC | 5.16K | $266.8K | −$279 | Added$15.1K |
| ENVESTNET ASSET MANAGEMENT INC | 4.88K | $252.3K | — | New |
| Verisail Partners, LLC | 4.87K | $251.9K | — | New |
| Ariadne Wealth Management, LP | 4.66K | $240.9K | −$3.34K | Cut−$3.34K |
| Long Island Wealth Management, Inc. | 4.37K | $226.3K | −$250 | Cut−$250 |
| Brookstone Capital Management | 4.32K | $223.3K | — | New |
| Signature Resources Capital Management, LLC | 4.19K | $216.6K | −$195 | Added$43.4K |
| EnRich Financial Partners LLC | 4.09K | $211.8K | −$234 | Cut−$234 |
| Sprinkle Financial Consultants LLC | 4.09K | $211.7K | −$234 | Cut−$234 |
| Washington Trust Advisors, Inc. | 3.58K | $185K | −$204 | Cut−$204 |
| JFS WEALTH ADVISORS, LLC | 3.11K | $161K | −$178 | Cut−$178 |
| CARDIFF PARK ADVISORS, LLC | 2.14K | $110.7K | −$123 | Cut−$123 |
| Orion Capital Management LLC | 2.04K | $105.7K | −$115 | Cut−$13.1K |
| PINNEY & SCOFIELD, INC. | 1.46K | $75.7K | −$73 | Added$8.46K |
| Glass Jacobson Investment Advisors llc | 1.34K | $69.2K | −$77 | Cut−$77 |
| BANK OF MONTREAL /CAN/ | 1.3K | $67.5K | −$75 | Cut−$75 |
| McIlrath & Eck, LLC | 946 | $48.9K | −$54 | Cut−$54 |
| ELEVATE WEALTH ADVISORY, INC | 907 | $46.9K | −$52 | Cut−$52 |
| ELEVATION WEALTH PARTNERS, LLC | 877 | $45.4K | −$50 | Cut−$50 |
| HARBOUR INVESTMENTS, INC. | 836 | $43.3K | — | New |
| SYM FINANCIAL Corp | 682 | $35.3K | −$17 | Added$19.8K |
| IFP Advisors, Inc | 636 | $32.9K | −$34 | Added$2.76K |
| JNBA Financial Advisors | 474 | $24.6K | −$27 | Cut−$27 |
| Burk Holdings LLC | 296 | $15.3K | — | New |
| Steward Partners Investment Advisory, LLC | 200 | $10.3K | −$11 | Cut−$11 |
| NewEdge Advisors, LLC | 8.89K | $8.89K | −$451.5K | Cut−$463.2K |
| JPMORGAN CHASE & CO | 161 | $8.28K | −$55 | Added$202 |
| Advisory Services Network, LLC | 93 | $4.81K | — | New |
| Allworth Financial LP | 63 | $3.28K | −$4 | Cut−$4 |
| Betterment LLC | 58.4K | $3.02K | −$3 | Added$162 |
| CWM, LLC | 26 | $1.34K | $1.34K | Added$1.34K |
| Cambridge Investment Research Advisors, Inc. | 18.8K | $975 | −$1 | Added$263 |
| von Borstel & Associates, Inc. | 17.2K | $890 | $0 | Added$402 |
| Virtu Financial LLC | 13.7K | $710 | — | New |
| Coston, McIsaac & Partners | 3.52K | $182 | $0 | Added$25 |