| Focus Partners Wealth | 1.16M | $50.8M | $888.7K | Added$802.4K |
| MASECO LLP | 987.5K | $41.8M | −$535K | Added$1.18M |
| AWM CAPITAL, LLC | 931.2K | $39.5M | −$385.1K | Added$2.41M |
| Quantum Financial Advisors, LLC | 840.4K | $35.6M | −$374K | Cut−$994.9K |
| Pathstone Holdings, LLC | 795K | $33.7M | −$322.9K | Added$2.61M |
| Francis Financial, Inc. | 759.1K | $32.2M | −$330.1K | Added$400.2K |
| Abacus Wealth Partners, LLC | 586.1K | $24.9M | −$259.4K | Cut−$111.9K |
| EP Wealth Advisors, LLC | 416.2K | $17.6M | −$2.48K | Added$17.4M |
| Five Oceans Advisors | 404K | $17.1M | −$173.7K | Added$405.8K |
| Citrine Capital LLC | 390K | $16.5M | −$159K | Added$1.23M |
| Retirement Solution LLC | 350K | $14.8M | −$155.8K | Cut−$386.9K |
| Apella Capital, LLC | 289.9K | $13.3M | $674.5K | Added$4.24M |
| JANE STREET GROUP, LLC | 275.3K | $11.7M | −$12.5K | Added$10.5M |
| Savant Capital, LLC | 270.8K | $11.5M | −$42.3K | Added$7.41M |
| Forum Financial Management, LP | 263.8K | $11.2M | −$117.4K | Cut−$1.06M |
| Elser Financial Planning, Inc | 233.2K | $9.9M | — | New |
| Balanced Rock Investment Advisors LLC | 213.7K | $9.06M | −$95.1K | Cut−$152.9K |
| Greenspring Advisors, LLC | 213K | $9.03M | −$94.1K | Cut−$35.9K |
| Allodium Investment Consultants, LLC | 194K | $8.23M | −$85.4K | Added$4.04K |
| HILL ISLAND FINANCIAL LLC | 193.6K | $8.21M | −$86.2K | Cut−$295.4K |
| MERCER GLOBAL ADVISORS INC /ADV | 182.9K | $7.75M | −$54.9K | Added$2.47M |
| Planning Center, Inc. | 181.8K | $7.71M | −$80.9K | Cut−$450.6K |
| New Capital Management LP | 180.1K | $7.64M | −$80.2K | Cut−$157.4K |
| Pure Financial Advisors, LLC | 155.7K | $6.6M | −$68.7K | Cut−$19.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 151.9K | $6.51M | −$146.2K | Cut−$1.03M |
| Wealth Architects, LLC | 151.9K | $6.44M | −$67.6K | Cut−$208.4K |
| Focus Partners Advisor Solutions, LLC | 136.3K | $5.78M | −$58.5K | Added$149.6K |
| Beacon Pointe Advisors, LLC | 131.8K | $5.59M | −$53.1K | Added$474.1K |
| QUARRY HILL ADVISORS, LLC | 120.2K | $5.53M | $381.7K | Added$324.3K |
| RAM Investment Partners, LLC | 125.1K | $5.31M | −$54.3K | Added$81.1K |
| OneDigital Investment Advisors LLC | 111.7K | $4.74M | −$49.7K | Cut−$75.7K |
| Perigon Wealth Management, LLC | 111.4K | $4.72M | −$48.9K | Added$10.5K |
| Triune Financial Partners, LLC | 110.3K | $4.68M | −$253.5K | Cut−$230.1K |
| Angeles Investment Advisors, LLC | 110K | $4.66M | −$47.2K | Added$115.9K |
| TCI Wealth Advisors, Inc. | 108.2K | $4.59M | −$48.1K | Cut−$64K |
| RAYMOND JAMES FINANCIAL INC | 104.2K | $4.42M | −$38.3K | Added$730.8K |
| Donalies Financial Planning, LLC | 102K | $4.32M | −$45.4K | Cut−$73.1K |
| Corient Private Wealth LLC | 127K | $4.23M | −$882.5K | Added$277.6K |
| BROWN ADVISORY INC | 97.8K | $4.15M | −$3.67K | Added$3.79M |
| Laurel Wealth Planning LLC | 94.9K | $4.02M | — | New |
| Garde Capital, Inc. | 93.3K | $3.95M | −$38.3K | Added$269.8K |
| Addison Advisors LLC | 92.9K | $3.94M | −$41.3K | Cut−$175.9K |
| Asset Dedication, LLC | 92.7K | $3.93M | −$41.3K | Cut−$749.2K |
| Aspen Capital Management, LLC | 91.6K | $3.88M | −$40.8K | Cut−$43.6K |
| RW Investment Management LLC | 85K | $3.61M | — | Held |
| Sequoia Financial Advisors, LLC | 84.7K | $3.59M | −$37K | Added$29.5K |
| Simplicity Wealth,LLC | 76.1K | $3.22M | −$33.8K | Cut−$330.1K |
| Momentous Wealth Management, Inc. | 74.7K | $3.17M | −$33.2K | Cut−$79.3K |
| Cardinal Point Capital Management ULC | 73.3K | $3.11M | −$32.6K | Cut−$98.7K |
| Rockbridge Investment Management, LCC | 69.2K | $2.93M | −$30.8K | Cut−$30.6K |
| Equita Financial Network, Inc. | 65.8K | $2.79M | −$21.9K | Added$681.8K |
| Truepoint, Inc. | 64.1K | $2.72M | −$28.5K | Cut−$135.4K |
| Revolve Wealth Partners, LLC | 63.4K | $2.69M | −$28.3K | Cut−$140.5K |
| Bank of New York Mellon Corp | 58.6K | $2.49M | — | New |
| Wealthspire Advisors, LLC | 58.4K | $2.48M | −$26K | Cut−$68.3K |
| Broadhurst Jeffrey B | 52.8K | $2.24M | −$22.3K | Added$92.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | 51.3K | $2.17M | −$21.2K | Added$131.3K |
| Foster Group, Inc. | 49.1K | $2.08M | −$21.8K | Cut−$84.9K |
| Cambridge Financial Group, LLC | 46.7K | $1.98M | $284.8K | Added$284.5K |
| Henrickson Nauta Wealth Advisors, Inc. | 46.7K | $1.98M | −$65.9K | Cut−$2.04M |
| Creative Capital Management Investments LLC | 46.4K | $1.97M | −$12.8K | Added$735.7K |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 45.9K | $1.95M | −$20.4K | Cut−$13.9K |
| LPL Financial LLC | 43.6K | $1.85M | −$17.4K | Added$175.5K |
| Cerity Partners LLC | 43.5K | $1.84M | −$59K | Cut−$55.4K |
| Syverson Strege & Co | 43.1K | $1.83M | −$19.2K | Cut−$44.6K |
| Parkside Financial Bank & Trust | 39.4K | $1.67M | −$17.5K | Cut−$13.5K |
| Trellis Wealth Advisors LLC | 38.9K | $1.65M | −$17.3K | Cut−$403.8K |
| MB Generational Wealth, LLC | 38.5K | $1.63M | −$16.6K | Added$36.5K |
| Northland Capital Management LLC | 38K | $1.61M | −$16.9K | Cut−$577.7K |
| Level Financial Advisors | 34.7K | $1.47M | −$14.1K | Added$118.6K |
| Premier Financial Group | 33.4K | $1.45M | $15.6K | Added$29.4K |
| Wheels Up Wealth, Inc. | 33.6K | $1.42M | −$14.9K | Cut−$58.9K |
| Longview Financial Advisors LLC | 32.6K | $1.38M | −$13.4K | Added$95.1K |
| NWAM LLC | 32.2K | $1.36M | −$14.3K | Cut−$77.8K |
| CAHILL FINANCIAL ADVISORS INC | 30.6K | $1.3M | −$13.6K | Cut−$21.6K |
| MML INVESTORS SERVICES, LLC | 30.2K | $1.28M | −$13.4K | Cut−$1.53M |
| FIDUCIARY FINANCIAL GROUP, LLC | 30.1K | $1.28M | −$12.8K | Added$43.8K |
| Cordant, Inc. | 30K | $1.27M | −$9.29K | Added$378.7K |
| HighTower Advisors, LLC | 29.5K | $1.25M | −$7.37K | Added$539.8K |
| Modern Wealth Management, LLC | 28.4K | $1.23M | — | New |
| Root Financial Partners, LLC | 28.6K | $1.21M | −$7.74K | Added$467.3K |
| DiNuzzo Private Wealth, Inc. | 28.6K | $1.21M | −$12.1K | Added$43.2K |
| Chicago Partners Investment Group LLC | 26.4K | $1.19M | $5.95K | Added$40.8K |
| SOL Capital Management CO | 32.2K | $1.18M | — | New |
| Farther Finance Advisors, LLC | 27.2K | $1.18M | $8.76K | Added$71.1K |
| BetterWealth, LLC | 26.2K | $1.11M | −$11.7K | Cut−$27.3K |
| Wealth Management Strategies, Inc. | 25.1K | $1.06M | −$11.1K | Cut−$8.59K |
| Corus Family Wealth Advisors | 24.9K | $1.06M | −$11.1K | Cut−$11.1K |
| Babb Wealth Advisors LLC | 24.8K | $1.05M | −$10.8K | Added$8.89K |
| CGN Advisors LLC | 24.3K | $1.03M | −$10.1K | Added$58.9K |
| Bridgewater Advisors Inc. | 19.8K | $894.2K | $17.4K | Added$77.6K |
| Vise Technologies, Inc. | 19.3K | $828.5K | $0 | Held |
| Kestra Advisory Services, LLC | 19.5K | $827K | −$8.6K | Cut−$836 |
| Flagstone Financial Management | 19.1K | $811.2K | −$8.51K | Cut−$9.2K |
| GRAND WEALTH MANAGEMENT, LLC | 19.1K | $811.1K | −$7.7K | Added$72.1K |
| Clearstead Advisors, LLC | 18.6K | $787.1K | −$1.28K | Added$663.8K |
| North Ridge Wealth Advisors, Inc. | 17.9K | $760.2K | −$7.89K | Added$2.29K |
| Shira Ridge Wealth Management | 17.8K | $753K | −$7.9K | Cut−$70.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17.8K | $752.7K | — | New |
| Modera Wealth Management, LLC | 17.3K | $733.5K | −$7.7K | Cut−$138.1K |
| Meritas Wealth Management, LLC | 17.3K | $731.6K | −$4.62K | Added$287.1K |
| Petersen Hastings Wealth Advisors Inc. | 17.2K | $728.9K | −$7.65K | Cut−$32.1K |
| Sensenig Capital Advisors, Inc | 16.9K | $717.3K | −$7.53K | Cut−$56.2K |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 16.9K | $716.6K | −$7.48K | Cut−$5.7K |
| HANCOCK WHITNEY CORP | 15.8K | $706.4K | $30.5K | Added$30.5K |
| Trademark Financial Management, LLC | 16.6K | $704.3K | −$7.39K | Cut−$64.5K |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 16.3K | $692.8K | −$7.27K | Cut−$97.8K |
| COMPASS CAPITAL CORP /MA/ /ADV | 14.9K | $676.1K | −$13.5K | Cut−$9.18K |
| Samalin Investment Counsel, LLC | 15.9K | $672.8K | −$6.55K | Added$42.6K |
| Composition Wealth, LLC | 15.8K | $669.6K | −$7.03K | Cut−$196.7K |
| Sellwood Investment Partners LLC | 15.7K | $667.5K | −$7.01K | Cut−$7.01K |
| WPWealth LLP | 15.5K | $655.6K | −$6.82K | Cut−$4.23K |
| United Wealth Management, LLC | 14.8K | $627.7K | −$6.59K | Cut−$10.6K |
| Wealth Advisors Northwest LLC | 14.3K | $604.8K | −$5.53K | Added$71.1K |
| Foundation Wealth Management, LLC\PA | 13.9K | $588.7K | −$6.19K | Cut−$5.05K |
| XY Planning Network, Inc. | 13.4K | $578.7K | $4.53K | Added$5.48K |
| MORRIS FINANCIAL CONCEPTS, INC. | 13.6K | $575.5K | −$2.28K | Added$355.6K |
| Joel Adams & Associates, Inc. | 13K | $552.5K | −$3.65K | Added$201.5K |
| Waverly Advisors, LLC | 13K | $551.8K | −$5.61K | Added$10.9K |
| Private Advisor Group, LLC | 12.8K | $541.6K | −$5.68K | Cut−$3.95K |
| Glassman Wealth Services | 12.5K | $532K | −$5.15K | Added$35.1K |
| AdvisorNet Financial, Inc | 12.5K | $531.5K | −$5.56K | Cut−$117.2K |
| Rehmann Capital Advisory Group | 12.4K | $526.1K | −$5.52K | Cut−$5.52K |
| Investment Advisory Group, LLC | 12.3K | $520.4K | −$5.46K | Cut−$5.46K |
| Hill Investment Group Partners, LLC | 12.3K | $519.8K | −$5.03K | Added$35.4K |
| Freedom Financial Partners LLC | 11.9K | $505.8K | −$5.28K | Cut−$3.03K |
| Burton Enright Welch | 11.8K | $500.9K | −$5.26K | Cut−$5.26K |
| Vermillion Wealth Management, Inc. | 11.8K | $500.3K | −$5.23K | Cut−$4.04K |
| EnRich Financial Partners LLC | 11.8K | $499.9K | −$5.21K | Cut−$10.5K |
| ELEVATION WEALTH PARTNERS, LLC | 11.7K | $496.4K | −$4.89K | Added$25.6K |
| McGrath & Associates, Inc. | 11.4K | $485.1K | −$4.97K | Added$4.7K |
| OSAIC HOLDINGS, INC. | 11.3K | $479.8K | −$4.47K | Added$53.1K |
| Financial Plan, Inc. | 11.2K | $475K | −$4.29K | Added$62.2K |
| First Financial Group Corp | 11.1K | $471.3K | −$4.94K | Cut−$28.7K |
| FAMILY WEALTH PARTNERS, LLC | 11K | $465.3K | −$3.36K | Added$142.5K |
| Passive Capital Management, LLC. | 10.7K | $453.7K | −$4.76K | Cut−$4.76K |
| BANK OF MONTREAL /CAN/ | 10.7K | $451.8K | −$4.74K | Cut−$87K |
| VESTIA PERSONAL WEALTH ADVISORS | 10.6K | $448.5K | −$9.66K | Added$212.3K |
| Mills Wealth Advisors LLC | 10.5K | $446.1K | −$3.06K | Added$151.1K |
| Caprock Group, LLC | 10.3K | $438.5K | −$4.6K | Cut−$27.2K |
| ROBINSON SMITH WEALTH ADVISORS LLC | 10.3K | $438K | −$4.6K | Cut−$5.37K |
| Aerodigm Wealth, LLC | 10.3K | $434.8K | −$4.56K | Cut−$4.56K |
| Morling Financial Advisors, LLC | 10.1K | $429.6K | −$4.51K | Cut−$45.4K |
| Envision Financial Planning, LLC | 9.81K | $416.1K | −$3.82K | Added$44.6K |
| Old Peak Finance LLC | 9.74K | $413.1K | −$4.23K | Added$4.97K |
| Monument Group Wealth Advisors, LLC | 9.61K | $407.3K | −$2.95K | Added$123K |
| Mariner, LLC | 9.56K | $405.2K | −$4.25K | Cut−$4.25K |
| DEFINE FINANCIAL, LLC | 9.14K | $387.7K | −$4.06K | Cut−$6.42K |
| Altiora Financial Group, LLC | 9.1K | $385.8K | −$4.05K | Cut−$4.05K |
| Physician Wealth Advisors, Inc. | 9.09K | $385.3K | −$4.04K | Cut−$10.6K |
| ROYAL BANK OF CANADA | 9K | $381K | −$626 | Added$326K |
| Archer Investment Management, LLC | 8.97K | $380.4K | −$3.99K | Cut−$2.27M |
| Clarity Asset Management, Inc. | 8.91K | $377.8K | −$412 | Added$340.4K |
| ENVESTNET ASSET MANAGEMENT INC | 8.3K | $352.1K | — | New |
| PENOBSCOT WEALTH MANAGEMENT | 8.07K | $342.2K | −$3.46K | Added$10.1K |
| Tanager Wealth Management LLP | 7.91K | $335.5K | −$3.52K | Cut−$83.6K |
| ACORN CREEK CAPITAL LLC | 7.89K | $334.6K | −$2.89K | Added$53.8K |
| Ruedi Wealth Management, Inc. | 7.47K | $316.7K | −$3.29K | Cut−$8.56K |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 7.47K | $316.6K | −$3.32K | Cut−$58.5K |
| Eaton-Cambridge Inc. | 7.38K | $313.1K | — | New |
| CARDIFF PARK ADVISORS, LLC | 7.22K | $306.2K | −$3.19K | Added$2.15K |
| Accurate Wealth Management, LLC | 6.81K | $304.5K | $3.28K | Added$43.3K |
| Allworth Financial LP | 7.14K | $302.9K | −$3.18K | Cut−$2.75K |
| Prime Buchholz LLC | 6.81K | $288.9K | −$3.03K | Cut−$3.03K |
| EXENCIAL WEALTH ADVISORS, LLC | 6.81K | $288.6K | — | New |
| TFO Wealth Partners, LLC | 6.79K | $287.9K | — | New |
| True Wealth Design, LLC | 6.7K | $284K | −$2.98K | Cut−$17.1K |
| MORGAN STANLEY | 6.7K | $283.9K | −$2.86K | Added$9.52K |
| Geometric Wealth Advisors | 6.38K | $270.3K | −$2.86K | Cut−$152.7K |
| Pine Harbor Wealth Management, LLC | 6.3K | $267.1K | −$2.8K | Cut−$5.55K |
| STIFEL FINANCIAL CORP | 6.29K | $266.5K | −$2.63K | Added$12.4K |
| Rockwood Wealth Management, LLC | 6.21K | $263.2K | −$2.09K | Added$61.8K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6.2K | $262.9K | −$2.76K | Cut−$9.19K |
| Quantinno Capital Management LP | 6.11K | $258.9K | — | New |
| Three Arch Wealth Management LLC | 6.08K | $257.8K | — | New |
| MISSION WEALTH MANAGEMENT, LP | 6.01K | $254.7K | −$2.21K | Added$42.3K |
| Graves Light Lenhart Wealth, Inc. | 6K | $254.2K | −$2.67K | Cut−$2.67K |
| D.A. DAVIDSON & CO. | 5.92K | $250.8K | −$2.63K | Cut−$36.9K |
| Orion Capital Management LLC | 5.72K | $242.7K | −$2.52K | Cut−$55.6K |
| Heck Capital Advisors, LLC | 5.69K | $241.1K | −$2.53K | Cut−$11.5K |
| AA Financial Advisors, LLC | 5.49K | $232.8K | — | New |
| ACTION POINT FINANCIAL PLANNING, LLC | 5.48K | $232.4K | — | Held |
| Integrity Wealth Solutions LLC | 5.43K | $230.1K | −$2.42K | Cut−$11.7K |
| NewEdge Wealth, LLC | 5.18K | $219.7K | — | New |
| Opulen Financial Group LLC | 5.1K | $216.1K | — | New |
| Red Tortoise LLC | 5.05K | $214.1K | −$2.25K | Cut−$51.7K |
| Towneley Capital Management, Inc / DE | 4.95K | $209.8K | −$2.21K | Cut−$3.32K |
| Signature Resources Capital Management, LLC | 4.91K | $208.4K | −$2.1K | Added$4.22K |
| RHS Financial, LLC | 4.74K | $200.9K | −$2.11K | Cut−$51.3K |
| Washington Trust Advisors, Inc. | 4.19K | $177.7K | −$1.86K | Cut−$1.44K |
| Medallion Wealth Advisors, LLC | 3.38K | $143.5K | −$1.51K | Cut−$1.51K |
| Glass Jacobson Investment Advisors llc | 3.27K | $138.6K | −$1.47K | Cut−$1.13K |
| LRI Investments, LLC | 3.08K | $130.5K | −$1.37K | Cut−$1.37K |
| CURIO WEALTH, LLC | 2.81K | $119K | −$2.01K | Cut−$4.12K |
| Larson Financial Group LLC | 2.54K | $107.8K | −$1.12K | Cut−$1.12K |
| American Capital Advisory, LLC | 2.27K | $96.1K | — | New |
| JPMORGAN CHASE & CO | 2.09K | $85.6K | −$3.79K | Cut−$5.07K |
| SJS Investment Consulting Inc. | 1.52K | $64.4K | — | New |
| Smartleaf Asset Management LLC | 1.39K | $57.1K | −$2.89K | Cut−$2.89K |
| Fort Vancouver Investment Management, LLC | 1.32K | $56K | −$438 | Added$13.8K |
| C M BIDWELL & ASSOCIATES LTD | 1.3K | $55.1K | −$578 | Cut−$578 |
| JFS WEALTH ADVISORS, LLC | 1.13K | $48K | −$504 | Cut−$504 |
| Burk Holdings LLC | 1.05K | $44.4K | — | New |
| Dunhill Financial, LLC | 932 | $39.5K | −$366 | Added$4.38K |
| JNBA Financial Advisors | 922 | $39.1K | −$410 | Cut−$410 |
| Timmons Wealth Management, LLC | 898 | $38.1K | −$400 | Cut−$400 |
| Your Advocates Ltd., LLP | 825 | $35K | −$371 | Cut−$27.6K |
| PINNEY & SCOFIELD, INC. | 741 | $31.4K | −$341 | Cut−$16.3K |
| Cherry Tree Wealth Management, LLC | 713 | $30.2K | −$317 | Cut−$317 |
| Keystone Financial Group, Inc. | 697 | $29.5K | −$324 | Cut−$239 |
| IFP Advisors, Inc | 587 | $24.9K | −$261 | Cut−$8.74K |
| NewEdge Advisors, LLC | 22.7K | $22.7K | −$949.7K | Cut−$949.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 299 | $12.7K | −$133 | Cut−$133 |
| VANGUARD ADVISERS INC | 152 | $6.45K | — | Held |
| Blume Capital Management, Inc. | 150 | $6.36K | −$67 | Cut−$67 |
| McIlrath & Eck, LLC | 129 | $5.47K | −$57 | Cut−$57 |
| Aptus Capital Advisors, LLC | 118 | $5K | −$53 | Cut−$3.27K |
| Betterment LLC | 114.9K | $4.87K | −$51 | Added$4 |
| Strategic Investment Solutions, Inc. /IL | 102 | $4.33K | −$35 | Cut−$35 |
| CWM, LLC | 70 | $2.97K | — | New |
| FLOW TRADERS U.S. LLC | 53.7K | $2.27K | −$6 | Added$1.71K |
| Financial Connections Group, Inc. | 22.9K | $969 | −$10 | Added$23 |
| von Borstel & Associates, Inc. | 17.1K | $726 | −$6 | Added$165 |
| Cambridge Investment Research Advisors, Inc. | 6.74K | $286 | −$3 | Added$34 |
| Coston, McIsaac & Partners | 3.4K | $144 | −$1 | Cut−$1 |
| MATHER GROUP, LLC. | 0 | $2 | — | New |