| Focus Partners Wealth | 3.58M | $89.1M | $7.2M | Added$1.98M |
| HighTower Advisors, LLC | 2.69M | $63.7M | $1.93M | Added$4.75M |
| Elwood & Goetz Wealth Advisory Group, LLC | 2.53M | $59.8M | $1.78M | Added$5.42M |
| PRUDENTIAL FINANCIAL INC | 2.2M | $52M | $1.65M | Cut−$4.17M |
| Root Financial Partners, LLC | 2.12M | $50.1M | $1.43M | Added$6.35M |
| Vise Technologies, Inc. | 1.7M | $38.9M | $0 | Held |
| Moisand Fitzgerald Tamayo, LLC | 1.44M | $34.2M | $1.02M | Added$3.05M |
| RAM Investment Partners, LLC | 1.43M | $33.8M | $1.01M | Added$2.73M |
| TWO SIGMA INVESTMENTS, LP | 1.33M | $31.4M | $518.7K | Added$15.5M |
| GREAT OAK CAPITAL PARTNERS, LLC | 1.06M | $25.9M | $1.65M | Added$2.88M |
| Rather & Kittrell, Inc. | 1M | $23.8M | $752.5K | Added$642.9K |
| Beacon Pointe Advisors, LLC | 928.3K | $22M | $638.7K | Added$2.42M |
| Savant Capital, LLC | 712.9K | $16.9M | $533.9K | Cut−$5.1M |
| Sequoia Financial Advisors, LLC | 706.8K | $16.7M | $514.8K | Added$972.2K |
| Wealth Dimensions Group, Ltd. | 703.9K | $16.6M | $485.8K | Added$1.79M |
| Burton Enright Welch | 698.1K | $16.5M | $505.4K | Added$1.05M |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 695K | $16.4M | $520.4K | Cut−$734.7K |
| United Wealth Management, LLC | 594.7K | $14.1M | $392.4K | Added$2.06M |
| Fidato Wealth LLC | 532.5K | $12.6M | $391.9K | Added$606.3K |
| EXENCIAL WEALTH ADVISORS, LLC | 514.7K | $12.2M | $366.6K | Added$960K |
| Pathstone Holdings, LLC | 509.8K | $12.1M | $381.8K | Cut−$1.8M |
| Core Wealth Management, Inc. | 485.4K | $11.5M | $357.8K | Added$534.1K |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 455.8K | $11.3M | $766.8K | Added$1.45M |
| LRI Investments, LLC | 462.4K | $10.9M | $264.2K | Added$2.86M |
| RAYMOND JAMES FINANCIAL INC | 458.3K | $10.8M | $301.9K | Added$1.6M |
| Concurrent Investment Advisors, LLC | 446.9K | $10.6M | — | New |
| PINNEY & SCOFIELD, INC. | 431.3K | $10.2M | $279.6K | Added$1.65M |
| Focus Partners Advisor Solutions, LLC | 428.8K | $10.1M | $72.9K | Added$7.91M |
| SATOVSKY ASSET MANAGEMENT LLC | 428K | $10.1M | $316.5K | Added$444K |
| Apella Capital, LLC | 388.2K | $10M | $467.9K | Added$6.31M |
| North Berkeley Wealth Management, LLC | 421.2K | $9.96M | $125.3K | Added$6.13M |
| Beaird Harris Wealth Management, LLC | 417.5K | $9.87M | $312.6K | Cut−$2.08M |
| Onyx Financial Advisors, LLC | 413.2K | $9.77M | $280.1K | Added$1.21M |
| Forum Financial Management, LP | 401.1K | $9.49M | $300K | Added$309.4K |
| Aspen Wealth Management LLC | 389.7K | $9.22M | $282.7K | Added$569.2K |
| LPL Financial LLC | 382.1K | $9.04M | $286.1K | Cut−$667.4K |
| Pillar Financial Advisors, LLC | 353.1K | $8.35M | $234.3K | Added$1.18M |
| Crestmont Private Wealth LLC | 339.1K | $8.02M | $247.3K | Added$456.9K |
| Straight Path Wealth Management | 322.1K | $7.62M | $216K | Added$1.01M |
| Dynamic Advisor Solutions LLC | 314.6K | $7.44M | $226.9K | Added$501.5K |
| Financial Harvest, LLC | 294.3K | $6.96M | $201.9K | Added$784.4K |
| Private Advisor Group, LLC | 293.8K | $6.95M | $207.6K | Added$601.7K |
| CURIO WEALTH, LLC | 284.8K | $6.74M | $184.9K | Added$582.9K |
| Vannoy Advisory Group, Inc. | 282.3K | $6.68M | $208.2K | Added$308.7K |
| AWM CAPITAL, LLC | 265.2K | $6.27M | $190.9K | Added$433.2K |
| Pinnacle Financial Group, LLC / IL | 258K | $6.1M | $193.2K | Added$163.6K |
| Stokes Family Office, LLC | 246.5K | $5.83M | $184.6K | Cut−$191.4K |
| Oceanside Advisors LLC | 235.2K | $5.56M | $166.4K | Added$473.7K |
| Chicago Partners Investment Group LLC | 218.7K | $5.5M | $378.5K | Added$514.2K |
| Gradient Capital Advisors, LLC | 214.2K | $5.07M | $154.3K | Added$348K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 199K | $5.05M | $389.5K | Added$675.3K |
| Seneschal Advisors, LLC | 213.3K | $5.04M | $150.3K | Added$445.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 212K | $5.01M | $158.7K | Cut−$14.1K |
| Integrity Wealth Solutions LLC | 209.2K | $4.95M | $146.1K | Added$481.2K |
| GRAND WEALTH MANAGEMENT, LLC | 204.2K | $4.83M | $141.7K | Added$497.5K |
| LEGACY FINANCIAL GROUP, INC. | 202.8K | $4.8M | $151.6K | Added$159.1K |
| DecisionPoint Financial, LLC | 194.1K | $4.59M | $140.3K | Added$300K |
| Citrine Capital LLC | 186.8K | $4.42M | $134.5K | Added$304.9K |
| Arcadia Wealth Management, Inc. | 184.5K | $4.36M | $133K | Added$295.6K |
| MERCER GLOBAL ADVISORS INC /ADV | 183.2K | $4.33M | $48.2K | Added$2.86M |
| SUMMIT WEALTH GROUP LLC / CO | 183.2K | $4.33M | $137.2K | Cut−$53.2K |
| Rachor Investment Advisory Services, LLC | 176.5K | $4.17M | $132.1K | Added$119.2K |
| AE Wealth Management LLC | 172.2K | $4.07M | $122.8K | Added$314.7K |
| ENVESTNET ASSET MANAGEMENT INC | 170.1K | $4.02M | $60.9K | Added$2.16M |
| BCU Wealth Advisors, LLC | 170K | $4.02M | $127.3K | Added$75.4K |
| Ruedi Wealth Management, Inc. | 169.1K | $4M | $123.7K | Added$215.1K |
| Disciplined Investments, LLC | 167.6K | $3.96M | $113.7K | Added$486K |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 165.9K | $3.92M | $103.1K | Added$770.1K |
| Hurlow Wealth Management Group, Inc. | 163.9K | $3.88M | $96.1K | Added$938.6K |
| Strathmore Capital Advisors, Inc. | 152.4K | $3.88M | $320.3K | Added$975.8K |
| Rockwood Wealth Management, LLC | 163K | $3.85M | $122.1K | Added$34.8K |
| Burk Holdings LLC | 162.5K | $3.84M | $105.8K | Added$606K |
| Evanson Asset Management, LLC | 160.5K | $3.8M | $120K | Added$124.2K |
| Creative Planning | 159.6K | $3.77M | $58.6K | Added$1.98M |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | 157.8K | $3.73M | $109.8K | Added$373.3K |
| Integrated Wealth Concepts LLC | 149.3K | $3.53M | $85.2K | Added$927.3K |
| Aprio Wealth Management, LLC | 144.8K | $3.42M | $108.4K | Added$28.2K |
| Squire Investment Management Company, LLC | 136.2K | $3.22M | $89.1K | Added$497.5K |
| PFG Advisors | 127.1K | $3.01M | $87.1K | Added$343.2K |
| Johnson Wealth Management, LLC | 126.3K | $2.99M | $90K | Added$234.3K |
| Glass Jacobson Investment Advisors llc | 125.8K | $2.98M | $81.3K | Added$490.5K |
| Tillman Hartley LLC | 121.1K | $2.86M | $89.3K | Added$134.9K |
| BUILDER INVESTMENT GROUP INC /ADV | 119K | $2.81M | $89.1K | Added$4.07K |
| MML INVESTORS SERVICES, LLC | 114.3K | $2.7M | $85.6K | Cut−$160.5K |
| Summit Wealth Group, LLC | 110.1K | $2.6M | $78.9K | Added$189.8K |
| Pacific Asset Management, LLC | 103.7K | $2.45M | $65.7K | Added$443.6K |
| Allworth Financial LP | 102.9K | $2.43M | $65.8K | Added$422.9K |
| Applied Capital LLC | 99.7K | $2.36M | $71.8K | Added$162.2K |
| CarsonAllaria Wealth Management, Ltd. | 97K | $2.29M | $72.6K | Cut−$107.1K |
| Note Advisors, LLC | 95.7K | $2.26M | $5.51K | Added$98K |
| OSAIC HOLDINGS, INC. | 95.2K | $2.25M | $64.7K | Added$275.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 92.8K | $2.24M | $92.8K | Cut−$782.6K |
| FMB WEALTH MANAGEMENT | 94.3K | $2.23M | $65.9K | Added$216.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | 94.1K | $2.23M | $70.5K | Cut−$217.1K |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 92.5K | $2.19M | $60.8K | Added$328.5K |
| Trailhead Planners LLC | 90.1K | $2.13M | $63.7K | Added$181.9K |
| DWR WEALTH MANAGEMENT, LLC | 88.1K | $2.05M | $10.9K | Added$827.9K |
| GK Wealth Management LLC | 88.1K | $2.05M | — | New |
| VESTIA PERSONAL WEALTH ADVISORS | 74.6K | $1.76M | $4.43K | Cut−$25.5K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 74.3K | $1.76M | — | New |
| Redwood Park Advisors LLC | 71.5K | $1.69M | $44.1K | Added$342.2K |
| JMG Financial Group, Ltd. | 69.4K | $1.64M | $50K | Added$111.8K |
| CLUNE & ASSOCIATES, LTD. | 68.5K | $1.62M | $51.3K | Cut−$183.9K |
| RCS Financial Planning, LLC | 68.4K | $1.62M | $51.2K | Added$40K |
| First Financial Group Corp | 66.8K | $1.58M | $50K | Added$36.9K |
| Broadhurst Jeffrey B | 66.7K | $1.58M | $47.7K | Added$118.4K |
| Farther Finance Advisors, LLC | 66.3K | $1.57M | $20.3K | Added$1.02M |
| CGN Advisors LLC | 62.3K | $1.47M | $45.2K | Added$90K |
| Weinberger Asset Management, Inc | 60.3K | $1.43M | $42.4K | Added$129.8K |
| Forvis Mazars Wealth Advisors, LLC | 59.5K | $1.41M | $44.6K | Cut−$97.9K |
| Apollon Wealth Management, LLC | 59.2K | $1.4M | $44.3K | Cut−$88.5K |
| WPWealth LLP | 56.6K | $1.34M | $37.8K | Added$184.4K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 55.5K | $1.31M | $41.3K | Added$47.9K |
| Infinity Wealth Counsel, LLC | 55.3K | $1.31M | $40.4K | Added$71.7K |
| AssuredPartners Investment Advisors, LLC | 54K | $1.3M | $61.3K | Added$151.5K |
| Sprinkle Financial Consultants LLC | 54.6K | $1.29M | $27.4K | Added$456.7K |
| Vawter Financial, Ltd. | 52.6K | $1.24M | $39.4K | Added$39.8K |
| Kestra Advisory Services, LLC | 52.5K | $1.24M | $38.2K | Added$74.3K |
| Sanctuary Advisors, LLC | 52.5K | $1.24M | $39.3K | Cut−$5.53K |
| TFO Wealth Partners, LLC | 51.8K | $1.23M | — | New |
| Arcadia Wealth Management, LLC | 51.6K | $1.22M | $38.6K | Cut−$19.1K |
| Vantage Point Financial LLC | 51K | $1.21M | $38.2K | Added$30K |
| Sterling Financial Planning, Inc. | 50.2K | $1.19M | $35.7K | Added$94K |
| Corient Private Wealth LLC | 50.1K | $1.18M | $37.3K | Added$37.8K |
| Sowell Financial Services LLC | 48.1K | $1.14M | $35.6K | Added$48.8K |
| Ballast Financial Advisors LLC | 47K | $1.11M | $34.9K | Added$44.7K |
| Ariadne Wealth Management, LP | 46.5K | $1.1M | −$45.1K | Cut−$44.8K |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 46.2K | $1.09M | $34.6K | Added$34.6K |
| DiNuzzo Private Wealth, Inc. | 46K | $1.09M | $34K | Added$48.1K |
| Porter White Investment Advisors, Inc. | 45.8K | $1.08M | $33.7K | Added$51.5K |
| GREENWOOD CAPITAL ASSOCIATES LLC | 42.2K | $997.3K | $23.1K | Added$289.8K |
| Guardian Wealth Management, LLC | 42.1K | $994.9K | $31.5K | Cut−$48.4K |
| Tower Research Capital LLC (TRC) | 41.4K | $978.5K | $21.7K | Added$313.9K |
| Forum Private Client Group LLC | 41.1K | $972K | $31.8K | Cut−$17.6K |
| Wealthspire Advisors, LLC | 40.5K | $958.4K | $29.9K | Added$44.2K |
| Austin Wealth Management, LLC | 39.3K | $948.4K | $39.7K | Cut−$805.2K |
| Heritage Wealth Management, Inc. /CA/ | 40K | $945.4K | $28.2K | Added$82.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 37.9K | $895.5K | $11.8K | Added$533.9K |
| marrick wealth, LLC | 37.5K | $885.7K | $28K | Added$30.9K |
| SEI INVESTMENTS CO | 37.2K | $879K | $20.9K | Added$238.6K |
| Arkadios Wealth Advisors | 36.5K | $862.6K | — | New |
| Diversified Portfolios, Inc. | 35.6K | $842.2K | $26.7K | Cut−$132.4K |
| Strategic Investment Solutions, Inc. /IL | 35.1K | $829.8K | $25.8K | Added$39.2K |
| STOLZ & ASSOCIATES, PS | 32.4K | $823.1K | $77.6K | Added$111.7K |
| TAGStone Capital, Inc. | 34.2K | $808.1K | $25.6K | Cut−$44.8K |
| Advisory Alpha, LLC | 33.7K | $796.4K | $25.2K | Added$4.63K |
| Merit Financial Group, LLC | 33.2K | $784.2K | $24.8K | Cut−$92.1K |
| Lakeridge Wealth Management LLC | 32.8K | $775.5K | $23.8K | Added$47.6K |
| Approach Retirement Advisors, LLC | 31.8K | $752.4K | $23.8K | Added$13.8K |
| Aegis Wealth Management LLC | 31.8K | $751.5K | $21.8K | Added$83.9K |
| Atlantic Union Bankshares Corp | 30.2K | $715K | $20K | Added$103.5K |
| MISSION WEALTH MANAGEMENT, LP | 28.3K | $668.3K | $21.1K | Added$4.45K |
| Caprock Group, LLC | 28K | $661.9K | $21K | Added$21K |
| Parkwoods Wealth Partners, LLC | 27.5K | $651.4K | $19.9K | Added$42.3K |
| ENTREWEALTH, LLC | 26.8K | $632.9K | −$10.7K | Cut−$11.1K |
| ROYAL BANK OF CANADA | 25.6K | $605K | $19.9K | Cut−$36K |
| MONOGRAPH WEALTH ADVISORS, LLC | 25.5K | $602.1K | $19.1K | Added$19.1K |
| Greenspring Advisors, LLC | 25.2K | $595.8K | $12.3K | Added$220.1K |
| SpringVest Wealth Management LLC | 25.2K | $595K | $17.8K | Added$51.4K |
| Quantinno Capital Management LP | 24.7K | $583K | $14.9K | Added$127.1K |
| Frankly Finances, LLC | 24.5K | $579.3K | $18.3K | Added$18.3K |
| SAX WEALTH ADVISORS, LLC | 25K | $572.9K | $0 | Held |
| American Investment Services, Inc. | 23.7K | $560.6K | $17.7K | Added$18K |
| CARDIFF PARK ADVISORS, LLC | 22K | $519.9K | $14.5K | Added$76.6K |
| GEN Financial Management, INC. | 22K | $519.5K | — | New |
| Flagstone Financial Management | 21.2K | $500.6K | $15.9K | Added$15.8K |
| Austin Asset Management Co Inc | 21K | $496.6K | $15.7K | Cut−$20.9K |
| Yoder Wealth Management, Inc. | 19.9K | $471.8K | $14.6K | Added$26.3K |
| TWO SIGMA SECURITIES, LLC | 19.8K | $467.3K | — | New |
| U.S. Capital Wealth Advisors, LLC | 19.6K | $462.7K | $9.79K | Added$163.5K |
| Cerity Partners LLC | 19.2K | $454.9K | — | New |
| Arnold Financial Planning LLC | 19.2K | $454.7K | $13.9K | Added$29.2K |
| Five Oceans Advisors | 18.9K | $446.1K | $13.7K | Added$28.4K |
| Tortoise Investment Management, LLC | 18.5K | $438.6K | $9K | Added$163.3K |
| Legacy Capital Wealth Partners, LLC | 17.8K | $421.3K | $13.3K | Cut−$209.4K |
| Capstone Wealth Management, Inc. | 17.4K | $420.8K | $23.4K | Added$23.4K |
| Prime Capital Investment Advisors, LLC | 17.7K | $417.4K | $13.2K | Added$13.2K |
| MELFA WEALTH MANAGEMENT, INC. | 17.5K | $414.6K | $13.1K | Added$8.55K |
| D. E. Shaw & Co., Inc. | 17.5K | $413.6K | $12.4K | Added$32.9K |
| ELEVATE WEALTH ADVISORY, INC | 17.2K | $406.8K | $12.9K | Added$6.03K |
| CLG LLC | 17.1K | $405.3K | $12.8K | Added$3.44K |
| Global Trust Wealth Management LLC | 16.7K | $394.8K | $12.5K | Cut−$28.6K |
| TCI Wealth Advisors, Inc. | 16.7K | $394.4K | $12.5K | Added$12.9K |
| Wealth Management Nebraska | 16.6K | $392.9K | $12.4K | Added$12.4K |
| Fonville Wealth Management LLC | 16.5K | $390K | $12.4K | Cut−$57.6K |
| CHOREO, LLC | 16.5K | $389.2K | $9.28K | Added$9.99K |
| WorthPointe, LLC | 16.3K | $385.6K | $12.2K | Added$12.2K |
| StoneX Group Inc. | 16K | $379.5K | — | New |
| GREAT VALLEY ADVISOR GROUP, INC. | 16K | $379.3K | $11.6K | Added$25.7K |
| Washington Trust Advisors, Inc. | 16K | $378.2K | $11.9K | Added$12.4K |
| NORTHWEST WEALTH MANAGEMENT, LLC | 15.3K | $361K | $11.4K | Cut−$7.74K |
| Balefire, LLC | 14.6K | $345.4K | — | New |
| BAYSHORE ASSET MANAGEMENT, LLC | 14K | $330.4K | $10.5K | Added$10.5K |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 14K | $330.3K | $7.46K | Added$102K |
| Dupree Financial Group, LLC | 13.5K | $319.2K | $10.1K | Cut−$2.28K |
| Cypress Point Wealth Management, LLC | 13.1K | $309.8K | — | New |
| EnRich Financial Partners LLC | 13K | $307.6K | $9.74K | Added$9.56K |
| International Private Wealth Advisors LLC | 12.9K | $306K | $7.93K | Added$63.4K |
| WEALTHSPAN PARTNERS, LLC | 12.9K | $304.8K | $9.65K | Added$4.86K |
| Sanchez Levi Garrett | 12.3K | $292K | — | Held |
| JPMORGAN CHASE & CO | 12.5K | $292K | −$18 | Added$238.9K |
| Physician Wealth Advisors, Inc. | 12.3K | $291K | $9.21K | Added$8.37K |
| Donalies Financial Planning, LLC | 12.2K | $288.5K | $7.44K | Added$61.3K |
| Allodium Investment Consultants, LLC | 12.2K | $288.1K | $9.11K | Added$9.28K |
| KEYBANK NATIONAL ASSOCIATION/OH | 12.1K | $286.8K | $9.08K | Cut−$34.5K |
| Wealth Advisors Northwest LLC | 11.8K | $279.7K | $8.79K | Added$11.2K |
| D.A. DAVIDSON & CO. | 11.8K | $279.2K | $7.34K | Added$54.6K |
| Brookstone Capital Management | 11.3K | $268.1K | $8.48K | Added$7.2K |
| Mariner, LLC | 11.2K | $264.6K | $8.38K | Cut−$90.1K |
| Medallion Wealth Advisors, LLC | 11.1K | $262.9K | $8.32K | Added$8.32K |
| Ballast Rock Private Wealth LLC | 10.8K | $255.2K | $8.08K | Cut−$645 |
| Opus Financial Solutions LLC | 10.7K | $252.9K | — | New |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 10.5K | $248.5K | −$4.08K | Added$2.9K |
| Wescott Financial Advisory Group, LLC | 10.4K | $246.9K | $7.82K | Added$7.82K |
| Blue Trust, Inc. | 10.4K | $246.6K | $7.46K | Added$18.3K |
| Dodds Wealth, LLC | 10.3K | $243.9K | $7.72K | Added$7.72K |
| JDH Wealth Management, LLC | 10.2K | $240.6K | $7.64K | Cut−$34.5K |
| Heritage Wealth Management, Inc./Texas | 10.1K | $240K | $7.62K | Added$7.98K |
| Arista Wealth Management, LLC | 9.99K | $236.3K | $7.48K | Added$4.57K |
| SC&H Financial Advisors, Inc. | 9.67K | $228.6K | $7.2K | Added$7.7K |
| Modera Wealth Management, LLC | 9.51K | $224.8K | $7.12K | Added$7.12K |
| Wealthcare Advisory Partners LLC | 9.44K | $223.3K | — | New |
| Chevy Chase Trust Holdings, LLC | 8.98K | $212.5K | $6.73K | Cut−$15.5K |
| Verisail Partners, LLC | 8.95K | $211.6K | $6.7K | Added$6.7K |
| Foster Group, Inc. | 8.81K | $208.3K | $6.59K | Added$6.59K |
| CLARIS ADVISORS, LLC / MO / | 8.71K | $206.1K | — | New |
| Walkner Condon Financial Advisors LLC | 8.6K | $203.4K | $6.44K | Added$1.86K |
| Partners in Financial Planning | 8.52K | $201.4K | — | New |
| JANE STREET GROUP, LLC | 8.46K | $200.2K | $6.34K | Cut−$122.9K |
| UMB Bank, n.a. | 7.15K | $169.2K | $5.36K | Added$5.36K |
| PNC Financial Services Group, Inc. | 6.06K | $143.3K | $3.84K | Added$25.8K |
| Frazier Financial Advisors, LLC | 5.91K | $139.9K | $4.43K | Added$4.43K |
| MASECO LLP | 5.37K | $126.9K | $3.94K | Added$3.94K |
| Steward Partners Investment Advisory, LLC | 5.01K | $118.4K | — | New |
| 3 FACTOR INDEXING, LLC | 4.96K | $117.3K | — | Held |
| Aspect Partners, LLC | 4.92K | $116.5K | $3.69K | Added$3.69K |
| Blume Capital Management, Inc. | 4.36K | $103.1K | $3.27K | Added$3.27K |
| AdvisorNet Financial, Inc | 3.61K | $85.5K | $2.02K | Added$23.9K |
| Cherry Tree Wealth Management, LLC | 3.23K | $76.4K | $2.42K | Added$2.42K |
| Ashton Thomas Private Wealth, LLC | 3.02K | $71.5K | — | New |
| Global Trust Asset Management, LLC | 2.3K | $54.4K | $1.72K | Added$1.72K |
| Rialto Wealth Management, LLC | 1.93K | $45.6K | $1.43K | Added$1.7K |
| Clearstead Advisors, LLC | 1.84K | $43.5K | — | New |
| Bogart Wealth, LLC | 1.7K | $40.1K | $1.27K | Added$1.27K |
| NewEdge Advisors, LLC | 38.8K | $38.8K | −$849.2K | Cut−$930.9K |
| IFP Advisors, Inc | 1.4K | $33K | $1.04K | Cut−$286.2K |
| CNB Bank | 1.37K | $32.4K | $1.03K | Added$1.03K |
| FIFTH THIRD BANCORP | 1.18K | $27.9K | — | New |
| EverSource Wealth Advisors, LLC | 1.16K | $27.4K | $874 | Added$874 |
| ELEVATION WEALTH PARTNERS, LLC | 1.08K | $25.6K | $809 | Added$856 |