| Matson Money. Inc. | 3.89M | $162.1M | $597.7K | Added$6.87M |
| Beacon Pointe Advisors, LLC | 1.13M | $47.3M | $187.1K | Added$220.3K |
| Planning Center, Inc. | 1.06M | $44.2M | $167.7K | Added$1.93M |
| Hill Investment Group Partners, LLC | 791.2K | $33M | $130.6K | Cut−$342.5K |
| PINNEY & SCOFIELD, INC. | 564.9K | $23.6M | $85.9K | Added$1.94M |
| Rather & Kittrell, Inc. | 533.7K | $22.3M | $83.4K | Added$1.26M |
| Leading Edge Financial Planning LLC | 515K | $21.5M | $78.5K | Added$1.72M |
| Geometric Wealth Advisors | 511.6K | $21.3M | $84.4K | Cut−$512.2K |
| Fortitude Family Office, LLC | 504.3K | $21M | $70.7K | Added$3.23M |
| Stratos Investment Management, LLC | 466.1K | $19.4M | $73.5K | Added$919.7K |
| Physician Wealth Solutions Inc. | 427.9K | $17.9M | $64.9K | Added$1.5M |
| SCRATCH CAPITAL LLC | 349K | $14.6M | $52.6K | Added$1.33M |
| Level Financial Advisors | 342.6K | $14.3M | $52.8K | Added$993.6K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 305.1K | $12.7M | $49.7K | Added$218.5K |
| Yardley Wealth Management LLC | 288.1K | $12M | $44.6K | Added$799.8K |
| KFG WEALTH MANAGEMENT, LLC | 255K | $10.6M | $38.2K | Added$1.01M |
| Five Oceans Advisors | 254.4K | $10.6M | $42K | Added$41.7K |
| Core Wealth Management, Inc. | 253.7K | $10.6M | $39.7K | Added$584K |
| Savant Capital, LLC | 240.2K | $10M | $39.6K | Added$511 |
| New Dimensions Wealth Management, LLC | 235.3K | $9.82M | $37.4K | Added$387K |
| MONOGRAPH WEALTH ADVISORS, LLC | 233.4K | $9.74M | $37K | Added$422.5K |
| Apella Capital, LLC | 227.4K | $9.59M | $116.1K | Added$1.75M |
| Financial Plan, Inc. | 193.4K | $8.07M | $24.2K | Added$1.97M |
| Heirloom Wealth Management | 192.2K | $8.02M | $31.7K | Cut−$37.5M |
| Austin Wealth Management, LLC | 179.7K | $7.53M | $50.3K | Cut−$3.82M |
| Sterling Financial Planning, Inc. | 170.7K | $7.12M | $25.5K | Added$695.4K |
| Forum Financial Management, LP | 163.4K | $6.82M | $27K | Cut−$2.3K |
| Vestment Financial LLC | 158.5K | $6.69M | $80.2K | Added$258.3K |
| CPA Asset Management Group, LLC | 147.5K | $6.15M | $24.3K | Cut−$724K |
| Krilogy Financial LLC | 144.2K | $6.07M | $46.3K | Added$296.5K |
| ENVESTNET ASSET MANAGEMENT INC | 136.9K | $5.71M | $22.6K | Cut−$32K |
| Foundry Financial LLC | 119.5K | $4.98M | $9.93K | Added$2.48M |
| GOLDMAN SACHS GROUP INC | 117.8K | $4.92M | $18.6K | Added$231.7K |
| BCU Wealth Advisors, LLC | 116K | $4.84M | $18.6K | Added$147.8K |
| Henrickson Nauta Wealth Advisors, Inc. | 110.2K | $4.6M | $9.94K | Cut−$3.05M |
| Ares Financial Consulting, LLC | 104.5K | $4.36M | $16.4K | Added$235.7K |
| McCartney Wealth Management LLC | 100K | $4.17M | $16.2K | Added$81.5K |
| Porter White Investment Advisors, Inc. | 94.2K | $3.93M | $14.7K | Added$218.5K |
| Grove Street Fiduciary, LLC | 93.2K | $3.89M | $15.4K | Cut−$52.7K |
| Larson Financial Group LLC | 86.2K | $3.6M | $14.2K | Cut−$1.36M |
| Farther Finance Advisors, LLC | 85.5K | $3.57M | $10.4K | Added$943.4K |
| AWM CAPITAL, LLC | 83.8K | $3.5M | $13.8K | Cut−$29.8K |
| ENTREWEALTH, LLC | 81.3K | $3.39M | −$10.5K | Added$243.1K |
| Altiora Financial Group, LLC | 78.6K | $3.28M | $13K | Added$13K |
| ASSETMARK, INC | 70.7K | $2.95M | $11.7K | Cut−$49.2K |
| Broadhurst Jeffrey B | 66K | $2.75M | $10.6K | Added$83.4K |
| Balanced Rock Investment Advisors LLC | 61.6K | $2.57M | $9.82K | Added$93.7K |
| City State Bank | 60.6K | $2.53M | $6.34K | Added$931.1K |
| CFS Investment Advisory Services, LLC | 56.6K | $2.39M | $33.2K | Added$144.3K |
| Amicus Financial Advisors, LLC | 55.8K | $2.33M | $7.93K | Added$331.4K |
| MB Generational Wealth, LLC | 55.1K | $2.3M | $7.89K | Added$311.6K |
| Onyx Financial Advisors, LLC | 54.1K | $2.26M | $7.01K | Added$489.2K |
| NWAM LLC | 52.5K | $2.19M | $8.26K | Added$109K |
| Merit Financial Group, LLC | 48.7K | $2.03M | — | New |
| ROYAL BANK OF CANADA | 48K | $2M | $7.97K | Added$376K |
| COMMONWEALTH EQUITY SERVICES, LLC | 47.7K | $1.99M | $6.93K | Added$240.4K |
| TCP Asset Management, LLC | 46.8K | $1.95M | $6.88K | Added$218.4K |
| EXENCIAL WEALTH ADVISORS, LLC | 45.7K | $1.91M | $7.36K | Added$53.6K |
| Shearwater Capital LLC | 42.5K | $1.77M | $6.94K | Added$26.6K |
| TRUIST FINANCIAL CORP | 40.2K | $1.68M | $6.58K | Added$19K |
| Equitable Holdings, Inc. | 38.5K | $1.6M | −$0 | Cut−$97.4K |
| Creative Planning | 37K | $1.54M | — | New |
| Centennial Bank/AR/ | 33.4K | $1.39M | $4.15K | Added$348.7K |
| CreativeOne Wealth, LLC | 33.3K | $1.39M | $5.22K | Added$69.2K |
| Focus Partners Advisor Solutions, LLC | 33.2K | $1.38M | $1.65K | Added$963.8K |
| VESTIA PERSONAL WEALTH ADVISORS | 31.8K | $1.33M | $3.35K | Cut−$55.7K |
| FMB WEALTH MANAGEMENT | 31.6K | $1.32M | $5.21K | Added$5.21K |
| XY Planning Network, Inc. | 30.2K | $1.26M | $4.03K | Added$241.5K |
| Samalin Investment Counsel, LLC | 29.6K | $1.24M | $4.89K | Cut−$9.36K |
| Focus Partners Wealth | 28.1K | $1.17M | $4.64K | Cut−$192.5K |
| Tortoise Investment Management, LLC | 26.9K | $1.12M | $4.45K | Added$4.45K |
| LPL Financial LLC | 26.7K | $1.11M | $3.97K | Added$113K |
| Klingman & Associates, LLC | 26.7K | $1.11M | $4.4K | Cut−$5.9K |
| Allworth Financial LP | 26.1K | $1.09M | $4.31K | Cut−$763 |
| Plan Group Financial, LLC | 24.5K | $1.02M | $4.02K | Cut−$659.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 24.3K | $1.02M | $6.57K | Cut−$243.1K |
| CWM, LLC | 23.9K | $997.3K | $740K | Added$996.5K |
| Foster Group, Inc. | 18.1K | $754.9K | $2.99K | Added$2.99K |
| NORTHWEST WEALTH MANAGEMENT, LLC | 16.5K | $688.6K | $2.72K | Cut−$2.22K |
| Greenspring Advisors, LLC | 16.5K | $686.4K | $2.64K | Added$20.2K |
| Visionary Horizons, LLC | 16K | $669.6K | $2.37K | Added$73.4K |
| Kane Co Wealth Management, Inc. | 14.7K | $615.2K | $1.74K | Added$175.4K |
| CURIO WEALTH, LLC | 14.6K | $610.5K | $1.68K | Cut−$12.5K |
| Essential Planning, LLC. | 14.6K | $608K | $1.35K | Added$267.2K |
| FIRETHORN WEALTH PARTNERS, LLC | 13.9K | $578K | $2.28K | Cut−$9.77K |
| CITIGROUP INC | 13.2K | $550.4K | $1.56K | Added$157.8K |
| Saxony Capital Management, LLC | 13.1K | $545.4K | $2.16K | Cut−$112.3K |
| Modera Wealth Management, LLC | 12.8K | $535.4K | $2.12K | Added$2.12K |
| Donalies Financial Planning, LLC | 12.6K | $526K | $2.09K | Cut−$6.39K |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 12.2K | $507.6K | $2.01K | Added$2.01K |
| Vestmark Advisory Solutions, Inc. | 12.1K | $505.5K | $1.95K | Added$13.6K |
| Aspire Private Capital, LLC | 11.6K | $482.3K | $1.91K | Cut−$62K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 11.1K | $464.8K | $1.84K | Cut−$94.8K |
| HFG Wealth Management, LLC | 10.7K | $448.3K | $1.75K | Added$5.88K |
| Root Financial Partners, LLC | 10.7K | $446.9K | $1.77K | Cut−$41.8K |
| OneDigital Investment Advisors LLC | 10.6K | $443.7K | $1.76K | Cut−$9.38K |
| MERCER GLOBAL ADVISORS INC /ADV | 10.4K | $433.4K | — | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10.4K | $432.7K | $1.71K | Cut−$9.26K |
| Glass Jacobson Investment Advisors llc | 10.3K | $427.9K | $1.68K | Added$4.39K |
| Note Advisors, LLC | 10.2K | $427.6K | $974 | Added$932 |
| Two West Capital Advisors LLC | 9.95K | $418.3K | $2.9K | Added$175.2K |
| OSAIC HOLDINGS, INC. | 9.98K | $416.3K | $1.57K | Cut−$9.61K |
| Strategic Investment Solutions, Inc. /IL | 9.97K | $415.9K | $1.56K | Added$22.3K |
| Stewardship Advisors, LLC | 9.83K | $410.1K | $1.54K | Added$21.5K |
| GTS SECURITIES LLC | 9.48K | $395.5K | — | New |
| CLUNE & ASSOCIATES, LTD. | 9.24K | $385.7K | — | New |
| Kestra Advisory Services, LLC | 9.08K | $379K | $1.38K | Added$34.1K |
| JONES FINANCIAL COMPANIES LLLP | 9.01K | $373.5K | −$513 | Added$145.6K |
| Envestnet Portfolio Solutions, Inc. | 8.95K | $373.4K | $1.48K | Cut−$1.56K |
| SC&H Financial Advisors, Inc. | 8.93K | $372.7K | $1.47K | Added$1.47K |
| Lynx Investment Advisory | 8.65K | $360.9K | $1.32K | Added$27.6K |
| Vise Technologies, Inc. | 8.62K | $358K | $0 | Held |
| Blossom Wealth Management | 8.4K | $350.4K | $1.39K | Cut−$8.05K |
| FORTERIS WEALTH MANAGEMENT INC. | 7.96K | $332K | $1.15K | Added$42.9K |
| Integrity Advisory Solutions, LLC | 7.88K | $329K | — | New |
| Meritas Wealth Management, LLC | 7.52K | $313.6K | $850 | Added$99.4K |
| GREAT VALLEY ADVISOR GROUP, INC. | 7.25K | $302.3K | $1.19K | Cut−$1.01K |
| Savvy Advisors, Inc. | 7.17K | $299.3K | — | New |
| First Financial Group Corp | 7.14K | $297.9K | $1.18K | Added$1.18K |
| RAYMOND JAMES FINANCIAL INC | 6.18K | $257.8K | — | New |
| Invst, LLC | 5.75K | $239.7K | — | New |
| Verisail Partners, LLC | 5.51K | $229.7K | $880 | Added$8.43K |
| STIFEL FINANCIAL CORP | 5.43K | $226.7K | $897 | Added$897 |
| SageOak Financial, LLC | 5.43K | $226.7K | $886 | Added$3.6K |
| HighTower Advisors, LLC | 4.93K | $205.5K | — | New |
| Berger Financial Group, Inc | 4.82K | $201K | — | New |
| UBS Group AG | 4.61K | $192.4K | — | New |
| Innovative Asset Advisors Group, LLC | 4.45K | $185.7K | — | Held |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 4.25K | $177.4K | — | New |
| Nemes Rush Group LLC | 3.61K | $150.7K | $596 | Added$596 |
| HARBOUR INVESTMENTS, INC. | 3.2K | $133.5K | $149 | Added$96.1K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 2.6K | $108.5K | $429 | Added$429 |
| ELEVATE WEALTH ADVISORY, INC | 2.4K | $100.2K | $396 | Added$396 |
| Geneos Wealth Management Inc. | 2.07K | $86.4K | $331 | Added$331 |
| MASECO LLP | 1.87K | $77.9K | $317 | Added$317 |
| LAM GROUP, INC. | 1.4K | $58.4K | — | New |
| JPMORGAN CHASE & CO | 1.4K | $58.2K | $249 | Cut−$234.6K |
| IFG Advisory, LLC | 1.36K | $56.9K | — | New |
| MORGAN STANLEY | 1.34K | $56K | $221 | Added$221 |
| Washington Trust Advisors, Inc. | 1.31K | $54.5K | $216 | Added$216 |
| Tradewinds Capital Management, LLC | 1.29K | $53.9K | $213 | Added$213 |
| Crewe Advisors LLC | 945 | $39.4K | $156 | Added$156 |
| Torren Management, LLC | 913 | $38.1K | $150 | Cut−$25.9K |
| Burk Holdings LLC | 726 | $30.3K | — | New |
| IFP Advisors, Inc | 679 | $28.3K | $104 | Added$2.31K |
| Smartleaf Asset Management LLC | 563 | $23.5K | $34 | Added$5.67K |
| FRANKLIN RESOURCES INC | 550 | $22.9K | $91 | Added$91 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 450 | $18.8K | — | New |
| Ashton Thomas Private Wealth, LLC | 343 | $14.3K | — | New |
| Rossby Financial, LCC | 296 | $12.3K | — | New |
| Orion Capital Management LLC | 255 | $10.6K | $42 | Added$42 |
| CoreCap Advisors, LLC | 182 | $7.59K | — | New |
| Qube Research & Technologies Ltd | 161 | $6.72K | $27 | Added$27 |
| 1620 INVESTMENT ADVISORS, INC. | 140 | $5.84K | $23 | Added$23 |
| Seneschal Advisors, LLC | 119 | $4.96K | $19 | Cut−$1.64K |
| AE Wealth Management LLC | 99 | $4.13K | $8 | Cut−$4.11K |
| PARK AVENUE SECURITIES LLC | 78.7K | $3.29K | $13 | Cut−$190 |
| JFS WEALTH ADVISORS, LLC | 78 | $3.25K | $13 | Cut−$174.6K |
| Cambridge Investment Research Advisors, Inc. | 27.5K | $1.15K | $4 | Added$90 |
| Coston, McIsaac & Partners | 16.6K | $691 | $3 | Cut−$25 |
| Betterment LLC | 6.28K | $262 | $1 | Added$30 |
| SIGNATUREFD, LLC | 0 | $11 | — | Held |