| Sequoia Financial Advisors, LLC | 7.13M | $333.5M | — | Held |
| RVW Wealth, LLC | 4.51M | $211.2M | — | Held |
| Sageworth Trust Co | 4.5M | $210.8M | — | Held |
| OneDigital Investment Advisors LLC | 4.34M | $203.1M | — | Held |
| Allworth Financial LP | 3.85M | $180.2M | $4M | Cut−$2.4M |
| Focus Partners Wealth | 3.38M | $158.3M | — | Held |
| Aquire Wealth Advisors, LLC | 3.32M | $155.2M | — | Held |
| Modera Wealth Management, LLC | 3.3M | $154.6M | — | Held |
| MARS JEWETT FINANCIAL GROUP, INC. | 3.1M | $148.7M | — | Held |
| Annex Advisory Services, LLC | 2.87M | $134.3M | — | Held |
| Kooman & Associates | 2.83M | $132.4M | — | Held |
| Beacon Pointe Advisors, LLC | 2.67M | $124.9M | — | Held |
| Blankinship & Foster, LLC | 2.65M | $124.2M | — | Held |
| Spinnaker Investment Group, LLC | 2.43M | $113.5M | — | Held |
| EVOKE WEALTH, LLC | 2.4M | $112.4M | — | Held |
| AE Wealth Management LLC | 2.26M | $105.6M | — | Held |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2.19M | $104.5M | — | Held |
| Arista Wealth Management, LLC | 2.14M | $100.3M | — | Held |
| Krilogy Financial LLC | 1.74M | $83M | — | Held |
| WPWealth LLP | 1.77M | $82.6M | — | Held |
| Austin Wealth Management, LLC | 1.62M | $76.9M | — | Held |
| Focus Partners Advisor Solutions, LLC | 1.61M | $75.5M | — | Held |
| 55 North Private Wealth, LLC | 1.61M | $75.3M | — | Held |
| Pioneer Wealth Management Group | 1.48M | $69.2M | — | Held |
| MASECO LLP | 1.44M | $67.6M | — | Held |
| Savant Capital, LLC | 1.37M | $64.3M | $1.4M | Added$2.58M |
| HB Wealth Management, LLC | 1.34M | $62.9M | — | Held |
| BCM ADVISORS, LLC | 1.27M | $60.3M | — | Held |
| Amicus Financial Advisors, LLC | 1.28M | $59.8M | — | Held |
| HILL ISLAND FINANCIAL LLC | 1.24M | $58M | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.21M | $56.7M | — | Held |
| Cetera Investment Advisers | 1.19M | $55.6M | — | Held |
| Essential Planning, LLC. | 1.17M | $54.6M | — | Held |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 1.12M | $53.7M | — | Held |
| Mariner, LLC | 1.14M | $53.1M | — | Held |
| Stadion Money Management, LLC | 1.12M | $52.6M | — | Held |
| Sterling Wealth Advisors Inc | 1.1M | $51.6M | — | Held |
| Meridian Wealth Partners, LLC | 1.08M | $50.5M | — | Held |
| LPL Financial LLC | 1.06M | $49.5M | — | Held |
| BRIGHTON JONES LLC | 995.2K | $46.6M | — | Held |
| CURIO WEALTH, LLC | 967.1K | $45.9M | — | Held |
| TCP Asset Management, LLC | 943.3K | $44.1M | — | Held |
| EP Wealth Advisors, LLC | 934.5K | $43.7M | — | Held |
| AdvisorNet Financial, Inc | 921.2K | $43.1M | — | Held |
| MONETA GROUP INVESTMENT ADVISORS LLC | 909.4K | $42.6M | — | Held |
| Alpha Financial Advisors, LLC | 904.3K | $42.3M | — | Held |
| Valued Wealth Advisors LLC | 902.1K | $42.2M | — | Held |
| Corient Private Wealth LLC | 900.9K | $42.2M | — | Held |
| Advisory Alpha, LLC | 880.6K | $41.2M | — | Held |
| Note Advisors, LLC | 860.9K | $40.8M | — | Held |
| Fonville Wealth Management LLC | 853.3K | $39.9M | — | Held |
| SC&H Financial Advisors, Inc. | 842.8K | $39.4M | — | Held |
| VeraBank, N.A. | 842K | $39.4M | — | Held |
| Wealthspire Advisors, LLC | 825K | $38.6M | — | Held |
| LIBERTY WEALTH MANAGEMENT LLC | 803.7K | $37.6M | — | Held |
| Plancorp, LLC | 789.7K | $37M | — | Held |
| Two West Capital Advisors LLC | 787.5K | $36.9M | — | Held |
| Timonier Family Office, LTD. | 777.2K | $36.4M | — | Held |
| AlphaStar Capital Management, LLC | 776.2K | $36.3M | — | Held |
| Keating Financial Advisory Services, Inc. | 746.9K | $35M | — | Held |
| Highland Financial Advisors, LLC | 744.3K | $34.8M | — | Held |
| Creative Planning | 696.1K | $32.6M | — | Held |
| Zhang Financial LLC | 673.6K | $31.5M | — | Held |
| Bay Harbor Wealth Management, LLC | 673.5K | $31.5M | — | Held |
| UBS Group AG | 664.6K | $31.1M | — | Held |
| Pathstone Holdings, LLC | 664.4K | $31.1M | — | Held |
| Yardley Wealth Management LLC | 664.2K | $31.1M | — | Held |
| Physician Wealth Solutions Inc. | 656.9K | $30.7M | — | Held |
| ACT Advisors, LLC. | 656.2K | $30.7M | — | Held |
| CVA Family Office, LLC | 650.3K | $30.4M | — | Held |
| Keystone Financial Group, Inc. | 634.3K | $29.7M | — | Held |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 631.6K | $29.6M | — | Held |
| Spectrum Investment Advisors, Inc. | 621.1K | $29.1M | — | Held |
| AWM CAPITAL, LLC | 590.3K | $27.6M | — | Held |
| M Wealth Management, LLC | 590K | $27.6M | — | Held |
| MAI Capital Management | 589K | $27.6M | — | Held |
| OSAIC HOLDINGS, INC. | 584.7K | $27.4M | — | Held |
| Allegiance Financial Group Advisory Services LLC | 579.9K | $27.1M | — | Held |
| Private Wealth Management Group, LLC | 573.9K | $26.9M | — | Held |
| Kure Advisory, LLC | 566K | $26.5M | — | Held |
| Heritage Investment Group, Inc. | 563.9K | $26.4M | — | Held |
| BANK OF AMERICA CORP /DE/ | 556.9K | $26.1M | $530.9K | Added$2.7M |
| Shira Ridge Wealth Management | 554.4K | $25.9M | — | Held |
| STIFEL FINANCIAL CORP | 546.7K | $25.6M | — | Held |
| Quantum Financial Advisors, LLC | 536.3K | $25.1M | — | Held |
| Morling Financial Advisors, LLC | 530.6K | $24.8M | — | Held |
| ENVESTNET ASSET MANAGEMENT INC | 504.5K | $23.6M | — | Held |
| Envision Financial Planning, LLC | 500K | $23.4M | — | Held |
| JFS WEALTH ADVISORS, LLC | 470.7K | $22M | — | Held |
| ENTREWEALTH, LLC | 456.6K | $21.9M | — | Held |
| Baird Financial Group, Inc. | 456.8K | $21.4M | — | Held |
| MISSION WEALTH MANAGEMENT, LP | 441.7K | $20.7M | — | Held |
| CLARIS ADVISORS, LLC / MO / | 434.2K | $20.3M | — | Held |
| SAX WEALTH ADVISORS, LLC | 421.7K | $19.7M | — | Held |
| Perigon Wealth Management, LLC | 410K | $19.2M | — | Held |
| JPMORGAN CHASE & CO | 402.2K | $18.8M | — | Held |
| Physician Wealth Advisors, Inc. | 380.1K | $17.8M | — | Held |
| Tassel Capital Management, Inc. | 375.3K | $17.6M | — | Held |
| MARYLAND CAPITAL ADVISORS INC. | 375.2K | $17.6M | — | Held |
| Tortoise Investment Management, LLC | 368K | $17.2M | — | Held |
| Prudent Man Investment Management, Inc. | 365.4K | $17.1M | — | Held |
| Jacobi Capital Management LLC | 344.7K | $16.1M | — | Held |
| Clarity Capital Advisors, LLC | 333K | $15.6M | — | Held |
| Live Oak Private Wealth LLC | 331.6K | $15.5M | — | Held |
| Security Financial Services, INC. | 331.6K | $15.5M | — | Held |
| LEGACY FINANCIAL GROUP, INC. | 327.8K | $15.3M | — | Held |
| MERCER GLOBAL ADVISORS INC /ADV | 325.1K | $15.2M | — | Held |
| Ledgewood Wealth Advisors, LLC | 324.1K | $15.2M | — | Held |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 323.6K | $15.1M | — | Held |
| ROYAL BANK OF CANADA | 311.5K | $14.6M | — | Held |
| Great Point Wealth Advisors, LLC | 309.5K | $14.5M | — | Held |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 301.6K | $14.4M | — | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 306.2K | $14.3M | — | Held |
| Forvis Mazars Wealth Advisors, LLC | 302.3K | $14.1M | — | Held |
| Arax Advisory Partners | 301.2K | $14.1M | — | Held |
| Sollinda Capital Management LLC | 295.9K | $13.8M | — | Held |
| North Capital, Inc. | 291.9K | $13.7M | — | Held |
| ASSETMARK, INC | 286.3K | $13.4M | — | Held |
| Farther Finance Advisors, LLC | 263.5K | $12.3M | — | Held |
| MML INVESTORS SERVICES, LLC | 259.2K | $12.1M | — | Held |
| Weinberger Asset Management, Inc | 259.1K | $12.1M | — | Held |
| RAYMOND JAMES FINANCIAL INC | 258.3K | $12.1M | — | Held |
| Johnson Wealth Management, LLC | 257.4K | $12M | — | Held |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 250.2K | $11.7M | — | Held |
| Canopy Partners, LLC | 250.1K | $11.7M | — | Held |
| First Financial Group Corp | 247.5K | $11.6M | — | Held |
| FinDec Wealth Services, Inc. | 246.2K | $11.5M | — | Held |
| Centennial Bank/AR/ | 245.8K | $11.5M | — | Held |
| Syverson Strege & Co | 245.5K | $11.5M | $255.3K | Cut−$417.2K |
| Lauer Wealth, LLC | 235.2K | $11.2M | — | Held |
| Platform Wealth Management, LLC | 228K | $10.7M | — | Held |
| FIRETHORN WEALTH PARTNERS, LLC | 222.4K | $10.4M | — | Held |
| Oak Wealth Advisors LLC | 221.4K | $10.4M | — | Held |
| FMB WEALTH MANAGEMENT | 218.1K | $10.2M | — | Held |
| VSM Wealth Advisory, LLC | 214.5K | $10M | — | Held |
| Sowell Financial Services LLC | 213.1K | $9.97M | — | Held |
| U.S. Capital Wealth Advisors, LLC | 212.2K | $9.93M | — | Held |
| IFP Advisors, Inc | 208.4K | $9.75M | $212.4K | Added$406.6K |
| Chicago Partners Investment Group LLC | 202.3K | $9.63M | — | Held |
| Pacific Asset Management, LLC | 203.5K | $9.52M | — | Held |
| HTG Investment Advisors, Inc. | 199.4K | $9.33M | — | Held |
| Glass Jacobson Investment Advisors llc | 193.9K | $9.08M | — | Held |
| American Capital Advisory, LLC | 191.5K | $8.96M | — | Held |
| SEVEN MILE ADVISORY | 188.2K | $8.81M | — | Held |
| Orion Porfolio Solutions, LLC | 181.8K | $8.51M | — | Held |
| Private Advisor Group, LLC | 181.1K | $8.47M | — | Held |
| Abel Hall, LLC | 180.8K | $8.46M | — | Held |
| Vigil Wealth Management, LLC | 180.8K | $8.46M | — | Held |
| SEMITAM BONAM LLC | 177.3K | $8.3M | — | Held |
| Prodigy Asset Management LLC | 175.6K | $8.22M | — | Held |
| COWA, LLC | 174K | $8.14M | — | Held |
| Invst, LLC | 170.5K | $7.98M | $155K | Added$1.16M |
| SUMMIT WEALTH GROUP LLC / CO | 169.9K | $7.95M | — | New |
| AlTi Global, Inc. | 166.9K | $7.81M | — | Held |
| Diversified Portfolios, Inc. | 166.8K | $7.8M | — | Held |
| World Investment Advisors | 165.9K | $7.76M | — | Held |
| My Personal CFO, LLC | 161.5K | $7.56M | — | Held |
| Wealth Advisors Northwest LLC | 161K | $7.54M | — | Held |
| FORTERIS WEALTH MANAGEMENT INC. | 160.8K | $7.52M | — | Held |
| Cerity Partners LLC | 160.4K | $7.5M | — | Held |
| ARK & TLK INVESTMENTS, LLC | 160K | $7.49M | — | Held |
| KENNEDY INVESTMENT GROUP | 158.4K | $7.41M | — | Held |
| MAGNOLIA CAPITAL ADVISORS LLC | 156.8K | $7.34M | — | Held |
| KEB ASSET MANAGEMENT, LLC | 155.7K | $7.29M | — | Held |
| Capital Investment Advisory Services, LLC | 155.7K | $7.29M | — | Held |
| Morton Capital Management LLC/CA | 155.7K | $7.29M | — | Held |
| Root Financial Partners, LLC | 152.2K | $7.12M | — | Held |
| International Private Wealth Advisors LLC | 151.3K | $7.08M | — | Held |
| Mattern Wealth Management LLC | 150.5K | $7.04M | — | Held |
| Chico Wealth RIA | 149.6K | $7M | — | Held |
| Aspen Wealth Management LLC | 149.4K | $6.99M | — | Held |
| Icahn Capital | 147.4K | $6.9M | — | Held |
| GEM Asset Management, LLC | 144.7K | $6.87M | — | Held |
| JDH Wealth Management, LLC | 143.8K | $6.73M | — | Held |
| Hardy Reed LLC | 140.5K | $6.57M | — | Held |
| Aegis Wealth Management LLC | 137.7K | $6.44M | — | Held |
| Vise Technologies, Inc. | 136K | $6.37M | — | Held |
| CROBAN | 132.1K | $6.18M | — | Held |
| Waverly Advisors, LLC | 131.8K | $6.17M | — | Held |
| D.A. DAVIDSON & CO. | 131.4K | $6.15M | — | Held |
| RFG Advisory, LLC | 131K | $6.13M | — | Held |
| Level Wealth Management LLC | 130.9K | $6.13M | — | Held |
| HFG Wealth Management, LLC | 130K | $6.08M | — | Held |
| Dodds Wealth, LLC | 129.9K | $6.08M | — | Held |
| Quad-Cities Investment Group, LLC | 128K | $5.99M | — | Held |
| Aznar Financial Advisors, LLC | 126K | $5.9M | — | Held |
| CreativeOne Wealth, LLC | 122.6K | $5.74M | — | Held |
| Cypress Point Wealth Management, LLC | 122.5K | $5.73M | — | Held |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 121.7K | $5.7M | — | Held |
| Rather & Kittrell, Inc. | 120.1K | $5.62M | — | Held |
| APS Management Group, Inc. | 118.8K | $5.56M | — | Held |
| SYM FINANCIAL Corp | 118.4K | $5.54M | — | Held |
| Ancora Advisors LLC | 116.7K | $5.46M | — | Held |
| Waterfront Wealth Inc. | 114K | $5.45M | — | Held |
| TRUIST FINANCIAL CORP | 115.7K | $5.41M | — | Held |
| Signature Resources Capital Management, LLC | 112.4K | $5.26M | — | Held |
| Rockefeller Capital Management L.P. | 110.4K | $5.17M | — | Held |
| Kestra Advisory Services, LLC | 110.2K | $5.16M | — | Held |
| Apella Capital, LLC | 108.9K | $5.1M | — | Held |
| TABLEAUX LLC | 104.9K | $4.91M | — | Held |
| HighTower Advisors, LLC | 101.7K | $4.76M | — | Held |
| Exeter Financial, LLC | 101.3K | $4.74M | — | Held |
| TCI Wealth Advisors, Inc. | 100.8K | $4.72M | — | Held |
| FIDUCIARY FINANCIAL GROUP, LLC | 100.4K | $4.7M | — | Held |
| ROBINSON SMITH WEALTH ADVISORS LLC | 97K | $4.54M | — | Held |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 96.8K | $4.53M | — | Held |
| Stratos Wealth Partners, LTD. | 94.8K | $4.44M | — | Held |
| ELEVATION WEALTH PARTNERS, LLC | 93.7K | $4.38M | — | Held |
| BluePrint Investing LLC | 93.5K | $4.37M | — | Held |
| Larry Mathis Financial Planning, LLC | 93.3K | $4.37M | — | Held |
| 180 WEALTH ADVISORS, LLC | 89.3K | $4.18M | — | Held |
| Retirement Solution LLC | 87.8K | $4.11M | $88.4K | Added$218K |
| Strategic Investment Solutions, Inc. /IL | 86.8K | $4.06M | $94.2K | Cut−$973.7K |
| Apollon Wealth Management, LLC | 86K | $4.03M | — | Held |
| AXXCESS WEALTH MANAGEMENT, LLC | 85.7K | $4.01M | — | Held |
| Burton Enright Welch | 85K | $3.98M | $86K | Added$195.6K |
| Twin Cities Retirement Group LLC | 83.4K | $3.9M | — | Held |
| Vantage Point Financial LLC | 83.1K | $3.89M | — | Held |
| QUARRY HILL ADVISORS, LLC | 82.2K | $3.85M | — | Held |
| SEAMOUNT FINANCIAL GROUP INC | 81.8K | $3.83M | — | Held |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 81.4K | $3.81M | — | Held |
| Concurrent Investment Advisors, LLC | 79.6K | $3.72M | — | Held |
| Parkwoods Wealth Partners, LLC | 79.2K | $3.71M | — | Held |
| Sageworth Trust Co of South Dakota | 78.1K | $3.66M | — | Held |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 78.1K | $3.65M | — | Held |
| HMV Wealth Advisors, LLC | 75.7K | $3.54M | — | Held |
| Stratos Investment Management, LLC | 73K | $3.41M | — | Held |
| SwitchPoint Financial Planning, LLC | 72.1K | $3.37M | — | Held |
| J HAGAN CAPITAL, INC. | 72K | $3.37M | — | Held |
| CATALYST PRIVATE WEALTH, LLC | 71.5K | $3.35M | — | Held |
| MELFA WEALTH MANAGEMENT, INC. | 71.1K | $3.33M | — | Held |
| Investmark Advisory Group LLC | 70.6K | $3.3M | — | Held |
| SpringVest Wealth Management LLC | 70.2K | $3.29M | — | Held |
| CLUNE & ASSOCIATES, LTD. | 70.1K | $3.28M | — | Held |
| Legacy Capital Wealth Partners, LLC | 70K | $3.28M | — | Held |
| Donalies Financial Planning, LLC | 69.9K | $3.27M | — | Held |
| Financial Alternatives, Inc | 68.8K | $3.22M | — | Held |
| AssuredPartners Investment Advisors, LLC | 68.4K | $3.2M | — | Held |
| Savvy Advisors, Inc. | 67.3K | $3.15M | — | Held |
| Milestone Asset Management Group, LLC | 66.3K | $3.1M | — | Held |
| NewEdge Advisors, LLC | 65.4K | $3.06M | — | Held |
| Versant Capital Management, Inc | 65.3K | $3.06M | — | Held |
| Concord Wealth Partners | 65K | $3.04M | — | Held |
| Kane Co Wealth Management, Inc. | 64.3K | $3.01M | — | Held |
| Ballast Rock Private Wealth LLC | 63.3K | $2.96M | — | Held |
| Altiora Financial Group, LLC | 62.4K | $2.92M | — | Held |
| Washington Trust Advisors, Inc. | 62.2K | $2.91M | — | Held |
| Meritas Wealth Management, LLC | 62.1K | $2.91M | — | Held |
| ERn Financial, LLC | 62.1K | $2.91M | — | Held |
| Smartleaf Asset Management LLC | 59.1K | $2.79M | — | Held |