| Unison Advisors LLC | 907.2K | $30.7M | $1.38M | Added$1.66M |
| Three Arch Wealth Management LLC | 592K | $20M | $898K | Added$1.2M |
| Beacon Pointe Advisors, LLC | 358.7K | $12.1M | $552.5K | Added$183.3K |
| Vestmark Advisory Solutions, Inc. | 238.2K | $8.05M | $354.4K | Added$625.4K |
| DiNuzzo Private Wealth, Inc. | 213.4K | $7.21M | $328.6K | Added$190.4K |
| OLD MISSION CAPITAL LLC | 182.7K | $6.17M | $15.6K | Added$5.85M |
| United Wealth Management, LLC | 171.5K | $5.79M | $259.5K | Added$360.4K |
| ENVESTNET ASSET MANAGEMENT INC | 167.5K | $5.66M | $234.2K | Added$756.7K |
| Chicago Partners Investment Group LLC | 137.3K | $5.28M | $506.7K | Added$521.9K |
| Integrity Advisory Solutions, LLC | 144.1K | $4.87M | $213K | Added$406.5K |
| Farther Finance Advisors, LLC | 134.8K | $4.59M | $245.3K | Cut−$800.8K |
| Quadcap Wealth Management, LLC | 133K | $4.5M | $202.1K | Added$263K |
| INTEGRITY ALLIANCE, LLC. | 110.6K | $3.74M | $170.3K | Added$168.3K |
| MERCER GLOBAL ADVISORS INC /ADV | 107K | $3.61M | — | New |
| Meredith Wealth Planning | 105.1K | $3.55M | $159.4K | Added$212.9K |
| Integrated Wealth Concepts LLC | 91.6K | $3.1M | $88.3K | Added$1.25M |
| BANK OF AMERICA CORP /DE/ | 90.5K | $3.06M | $81.4K | Added$1.35M |
| Wealth Advisors Northwest LLC | 90K | $3.04M | $138.6K | Added$57.6K |
| Foundry Financial LLC | 83.9K | $2.83M | $109K | Added$550.4K |
| Mills Wealth Advisors LLC | 81.1K | $2.74M | $87.7K | Added$901.5K |
| Capstone Wealth Management, Inc. | 78.7K | $2.68M | $67.5K | Added$472.1K |
| Merit Financial Group, LLC | 75.4K | $2.55M | — | New |
| Sequoia Financial Advisors, LLC | 73.6K | $2.49M | $113.4K | Added$15.2K |
| Evanson Asset Management, LLC | 68.4K | $2.31M | $62.9K | Added$993.9K |
| OneDigital Investment Advisors LLC | 64.2K | $2.17M | $92.7K | Added$226.5K |
| TABLEAUX LLC | 61.7K | $2.08M | $3.72K | Added$676.9K |
| LPL Financial LLC | 61K | $2.06M | $54.6K | Added$917.8K |
| OSAIC HOLDINGS, INC. | 57.6K | $1.95M | $88.2K | Cut−$1.17M |
| Abel Hall, LLC | 57.3K | $1.93M | $88.2K | Added$49.6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 56.2K | $1.9M | — | New |
| JPMORGAN CHASE & CO | 58.3K | $1.9M | $15.8K | Cut−$33.1K |
| JANE STREET GROUP, LLC | 53.9K | $1.82M | — | New |
| SUMMIT WEALTH GROUP LLC / CO | 53.7K | $1.81M | $82.7K | Cut−$49.3K |
| Applied Capital LLC | 53.1K | $1.79M | $81.8K | Added$2.65K |
| Wealthspire Advisors, LLC | 52.3K | $1.77M | $80.5K | Cut−$266.3K |
| Corus Family Wealth Advisors | 51.9K | $1.75M | $73.4K | Added$215.4K |
| GOLDMAN SACHS GROUP INC | 50K | $1.69M | — | New |
| Orion Porfolio Solutions, LLC | 48.5K | $1.64M | $74.6K | Cut−$9.85K |
| Tortoise Investment Management, LLC | 46.1K | $1.56M | $66.7K | Added$161.7K |
| CSP Financial Group, LLC | 44.7K | $1.51M | — | Held |
| HM PAYSON & CO | 43.2K | $1.46M | $52.2K | Added$365.1K |
| RFG Advisory, LLC | 42.4K | $1.43M | $65.2K | Cut−$7.8M |
| Kestra Advisory Services, LLC | 40.9K | $1.38M | $59.3K | Added$138.7K |
| Alpha Financial Advisors, LLC | 39.9K | $1.35M | $61.5K | Cut−$224.5K |
| Broadhurst Jeffrey B | 38.6K | $1.3M | $59.4K | Added$52K |
| Savant Capital, LLC | 36.8K | $1.24M | $55.3K | Added$85.9K |
| UBS Group AG | 36.7K | $1.24M | $21.7K | Added$785.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | 36.2K | $1.22M | $54.6K | Added$78.4K |
| Mariner, LLC | 32.3K | $1.09M | — | New |
| WorthPointe, LLC | 31.2K | $1.05M | $45.6K | Added$100.6K |
| AA Financial Advisors, LLC | 30.2K | $1.02M | — | New |
| Envision Financial Planning, LLC | 29.7K | $1M | $45.7K | Added$45.7K |
| Sollinda Capital Management LLC | 29.6K | $1M | $42.1K | Added$118.8K |
| Acorn Wealth Advisors, LLC | 29.6K | $999.5K | $38.5K | Added$194.3K |
| BDFS Capital LLC | 26.6K | $897.8K | $38.9K | Added$84K |
| Index Fund Advisors, Inc. | 25.9K | $874.7K | $11.6K | Added$632.9K |
| PINNEY & SCOFIELD, INC. | 24.9K | $841.4K | $38.1K | Added$43.6K |
| FORTERIS WEALTH MANAGEMENT INC. | 23.8K | $803.2K | $35.8K | Added$53.7K |
| Two West Capital Advisors LLC | 19.4K | $742.1K | $116.6K | Added$113.5K |
| Daner Wealth Management, LLC | 17.9K | $728.6K | $52.6K | Added$350.8K |
| SUTTON PLACE INVESTORS LLC | 20.1K | $680K | $31K | Added$23.4K |
| Kane Co Wealth Management, Inc. | 17.2K | $580K | $24.4K | Added$69.4K |
| HighTower Advisors, LLC | 16.4K | $554.3K | $25.3K | Cut−$427K |
| TAGStone Capital, Inc. | 16.1K | $544.6K | $22K | Added$84.6K |
| Cerity Partners LLC | 15.9K | $537.7K | — | New |
| Capital Investment Advisory Services, LLC | 13.7K | $462.9K | $21K | Added$22.6K |
| Vantage Point Financial LLC | 12.9K | $435.8K | $18.4K | Added$49.8K |
| Pacific Asset Management, LLC | 12.4K | $420K | $19.1K | Added$19.6K |
| FIRETHORN WEALTH PARTNERS, LLC | 12.2K | $410.8K | $18.7K | Added$1.36K |
| Rehmann Capital Advisory Group | 11.5K | $389.6K | $17.8K | Cut−$40.3K |
| SIGNATUREFD, LLC | 11.4K | $386.2K | $1.84K | Added$347.6K |
| TRUIST FINANCIAL CORP | 11.4K | $384.4K | $17.5K | Cut−$10.9K |
| RCS Financial Planning, LLC | 11.2K | $378.3K | $17.2K | Added$830 |
| CITIGROUP INC | 10.8K | $365.7K | $12.5K | Added$102.9K |
| Creative Planning | 10.8K | $364.7K | — | New |
| COWA, LLC | 10.7K | $363K | $16.5K | Added$7.45K |
| Vestment Financial LLC | 9.25K | $352.4K | $40.4K | Cut−$905 |
| Brookstone Capital Management | 9.58K | $323.6K | $9.87K | Added$117.2K |
| Approach Retirement Advisors, LLC | 9.24K | $312.3K | $14.2K | Cut−$25.7K |
| SAX WEALTH ADVISORS, LLC | 9.57K | $308.6K | $0 | Held |
| Washington Trust Advisors, Inc. | 8.99K | $303.7K | $13.8K | Added$14.2K |
| Savvy Advisors, Inc. | 8.84K | $298.8K | $10K | Added$89.1K |
| Excelsior Advisor Network LLC | 8.78K | $296.7K | $13.2K | Added$20.3K |
| Arrowroot Family Office, LLC | 8.68K | $293.4K | $13.3K | Added$13.8K |
| NWAM LLC | 7.71K | $260.6K | $10.9K | Added$33K |
| GREAT VALLEY ADVISOR GROUP, INC. | 7.4K | $250.2K | $9.7K | Added$46K |
| Everest Management Corp. | 7.36K | $248.6K | — | New |
| ROYAL BANK OF CANADA | 7.34K | $248K | $8.66K | Added$69K |
| Triad Wealth Partners, LLC | 6.93K | $234.2K | — | New |
| Ausdal Financial Partners, Inc. | 6.12K | $206.9K | — | New |
| Glass Jacobson Investment Advisors llc | 6.12K | $206.7K | $9.4K | Added$10.2K |
| Pasadena Private Wealth, LLC | 6.1K | $206.2K | — | New |
| LAM GROUP, INC. | 3.46K | $117.1K | — | New |
| Root Financial Partners, LLC | 2.69K | $91K | $4.15K | Added$4.15K |
| AE Wealth Management LLC | 1.85K | $62.4K | $2.84K | Added$2.94K |
| RHL GROUP, LLC | 1.49K | $50.4K | $2.07K | Added$6.97K |
| IFG Advisory, LLC | 1.17K | $39.6K | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.16K | $39.3K | $275 | Added$33.5K |
| Allworth Financial LP | 1.13K | $38.3K | $1.75K | Added$1.75K |
| EverSource Wealth Advisors, LLC | 846 | $28.6K | — | New |
| Pillar Financial Advisors, LLC | 705 | $23.8K | $1.08K | Cut−$5.69K |
| Strategic Wealth Partners, Ltd. | 514 | $17.4K | $790 | Added$824 |
| Ashton Thomas Private Wealth, LLC | 448 | $15.1K | — | New |
| Millstone Evans Group, LLC | 413 | $14K | $628 | Added$797 |
| Steward Partners Investment Advisory, LLC | 400 | $13.5K | $616 | Added$616 |
| Triumph Capital Management | 362 | $12.2K | $539 | Added$573 |
| Golden State Equity Partners | 249 | $8.41K | — | New |
| Topsail Wealth Management, LLC | 247 | $8.35K | — | New |
| von Borstel & Associates, Inc. | 244.2K | $8.25K | $376 | Cut−$265 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 193 | $6.52K | $297 | Added$297 |
| Archer Investment Corp | 144 | $4.87K | — | New |
| FIFTH THIRD BANCORP | 117 | $3.95K | — | New |
| CoreCap Advisors, LLC | 115 | $3.89K | — | New |
| PARK AVENUE SECURITIES LLC | 105.6K | $3.57K | $163 | Added$142 |
| MORGAN STANLEY | 71 | $2.4K | −$6 | Added$2.36K |
| Betterment LLC | 60.2K | $2.03K | $90 | Added$156 |
| M Holdings Securities, Inc. | 30.2K | $1.02K | $46 | Added$46 |
| Cambridge Investment Research Advisors, Inc. | 15.4K | $521 | $20 | Added$115 |
| Coston, McIsaac & Partners | 115 | $3 | $0 | Held |