| First Pacific Financial | 865.2K | $63.8M | −$163.1K | Added$3.48M |
| Wealth Management Nebraska | 804.4K | $59.3M | −$135K | Added$9.39M |
| Arlington Financial Advisors, LLC | 648K | $47.8M | −$128.1K | Added$439K |
| Farther Finance Advisors, LLC | 362.2K | $26.9M | $111.5K | Added$1.14M |
| Strategic Investment Solutions, Inc. /IL | 280.8K | $20.7M | −$122.8K | Cut−$255.6K |
| Focus Partners Wealth | 266.1K | $19.6M | −$6.6K | Added$17.2M |
| DiNuzzo Private Wealth, Inc. | 233.1K | $17.2M | −$46.6K | Cut−$171.9K |
| Abacus Planning Group, Inc. | 211.9K | $15.6M | −$41.2K | Added$417.1K |
| Plancorp, LLC | 175.1K | $13.5M | $407.3K | Added$3.71M |
| Keyes, Stange & Wooten Wealth Management, LLC | 172.3K | $12.7M | −$32.4K | Added$714.8K |
| JPMORGAN CHASE & CO | 174.8K | $12.5M | −$315.5K | Added$2.51M |
| Bryant Woods Investment Advisors, LLC | 168.8K | $12.5M | −$31.9K | Added$712.6K |
| Greenspring Advisors, LLC | 162.7K | $12M | −$29.4K | Added$1.12M |
| Stratos Investment Management, LLC | 159.5K | $11.8M | −$31.9K | Cut−$480.2K |
| Apella Capital, LLC | 143.3K | $11.4M | $748.5K | Added$2.01M |
| Physician Wealth Advisors, Inc. | 147.9K | $10.9M | −$29.6K | Cut−$288.8K |
| Triune Financial Partners, LLC | 144.5K | $10.7M | −$395K | Cut−$296.9K |
| MASECO LLP | 141.6K | $10.4M | −$34K | Added$352.9K |
| HFG Wealth Management, LLC | 133.9K | $9.88M | −$26.7K | Cut−$133.7K |
| Sivia Capital Partners, LLC | 129.8K | $9.58M | −$26K | Cut−$2.52M |
| Royal Harbor Partners, LLC | 124.3K | $9.17M | −$23.6K | Added$431.4K |
| Strathmore Capital Advisors, Inc. | 108.2K | $8.62M | $484.7K | Added$2.25M |
| American Investment Services, Inc. | 113.5K | $8.38M | −$22.5K | Added$59.7K |
| DEMMING FINANCIAL SERVICES CORP /ADV | 99.5K | $7.34M | −$19.2K | Added$380.9K |
| Evanson Asset Management, LLC | 95.4K | $7.04M | −$17K | Added$768.3K |
| TCI Wealth Advisors, Inc. | 79.1K | $5.84M | −$14.7K | Added$400.5K |
| BIP Wealth, LLC | 72.4K | $5.34M | −$6.83K | Added$2.82M |
| COMMONWEALTH EQUITY SERVICES, LLC | 70.7K | $5.21M | −$13.4K | Added$263.6K |
| BUILDER INVESTMENT GROUP INC /ADV | 68.4K | $5.05M | −$13.6K | Added$57.2K |
| Icahn Capital | 62.4K | $4.6M | −$11.2K | Added$466.1K |
| MERCER GLOBAL ADVISORS INC /ADV | 62.2K | $4.59M | −$3.28K | Added$3.37M |
| LPL Financial LLC | 59.5K | $4.39M | −$10.6K | Added$469.3K |
| JANE STREET GROUP, LLC | 54.3K | $4.01M | −$3.35K | Added$2.77M |
| Family Manage LLC | 52.8K | $3.89M | — | New |
| Berger Financial Group, Inc | 51.8K | $3.83M | −$8.09K | Added$832.9K |
| Sprinkle Financial Consultants LLC | 51.5K | $3.8M | −$9.36K | Added$305.1K |
| SC&H Financial Advisors, Inc. | 49.2K | $3.63M | −$8.56K | Added$461.4K |
| MATHER GROUP, LLC. | 45.4K | $3.35M | −$9.04K | Cut−$9.12K |
| Krilogy Financial LLC | 42.3K | $3.34M | $90.1K | Added$36.4K |
| HighTower Advisors, LLC | 43.6K | $3.21M | −$6.53K | Added$807.8K |
| Shore Point Advisors, LLC | 40.8K | $3.01M | −$3.24K | Added$1.82M |
| Parkshore Wealth Management, Inc. | 39.9K | $2.95M | −$7.24K | Added$264.6K |
| Prudent Man Investment Management, Inc. | 39.5K | $2.92M | −$0 | Cut−$23.5K |
| Keating Financial Advisory Services, Inc. | 36.7K | $2.7M | −$4.82K | Added$920.2K |
| Keystone Financial Group, Inc. | 36.6K | $2.7M | −$5.01K | Added$839.3K |
| Parkwoods Wealth Partners, LLC | 35.9K | $2.65M | −$4.97K | Added$809.6K |
| MB Generational Wealth, LLC | 33.7K | $2.48M | −$5.9K | Added$300.1K |
| Spinnaker Investment Group, LLC | 32.8K | $2.42M | −$6.38K | Added$75.3K |
| Barry Investment Advisors, LLC | 32.8K | $2.42M | −$6.53K | Cut−$253.5K |
| AssuredPartners Investment Advisors, LLC | 32K | $2.39M | $24.9K | Added$34.8K |
| Rachor Investment Advisory Services, LLC | 31.8K | $2.34M | −$6.35K | Cut−$21.4K |
| Babb Wealth Advisors LLC | 28.8K | $2.12M | −$5.41K | Added$101.4K |
| VESTIA PERSONAL WEALTH ADVISORS | 28.2K | $2.08M | −$61.8K | Added$33.6K |
| Gotham Asset Management, LLC | 61.1K | $2.07M | — | New |
| MONOGRAPH WEALTH ADVISORS, LLC | 26.5K | $1.96M | −$4.84K | Added$184.3K |
| Chicago Partners Investment Group LLC | 24.6K | $1.95M | $59.7K | Added$451.3K |
| RAYMOND JAMES FINANCIAL INC | 26.5K | $1.95M | −$4.68K | Added$222.3K |
| Syverson Strege & Co | 26.2K | $1.93M | −$5.19K | Cut−$224.5K |
| Aspen Capital Management, LLC | 26.1K | $1.92M | −$4.67K | Added$199.9K |
| Beacon Pointe Advisors, LLC | 25.7K | $1.9M | −$4.86K | Added$103.1K |
| CARDIFF PARK ADVISORS, LLC | 25.4K | $1.87M | −$3.66K | Added$499K |
| Sterling Wealth Management, Inc. | 24.9K | $1.83M | −$4K | Added$375.4K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 24K | $1.77M | −$3.16K | Added$602.3K |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 24K | $1.77M | −$4.35K | Added$158.6K |
| Kesler, Norman & Wride, LLC | 23.9K | $1.76M | −$4.56K | Added$59K |
| BANK OF MONTREAL /CAN/ | 22.6K | $1.67M | −$3.68K | Added$285.6K |
| Envision Financial Planning, LLC | 22.3K | $1.65M | −$2.1K | Added$864.2K |
| FIDUCIARY FINANCIAL GROUP, LLC | 21.7K | $1.6M | −$4.32K | Cut−$109.7K |
| IHT Wealth Management, LLC | 21.1K | $1.56M | −$2.86K | Added$499.2K |
| Foster Group, Inc. | 21.1K | $1.55M | −$3.13K | Added$391.2K |
| Cogent Private Wealth, Inc. | 20.6K | $1.52M | −$4.12K | Cut−$87.3K |
| Pacific Asset Management, LLC | 19.6K | $1.45M | −$3.49K | Added$140.8K |
| JFS WEALTH ADVISORS, LLC | 17.2K | $1.27M | −$1.96K | Added$549.5K |
| Lakewood Asset Management LLC | 16.1K | $1.19M | — | New |
| Blue Trust, Inc. | 16.1K | $1.19M | −$2.61K | Added$222.1K |
| Mustard Seed Financial, LLC | 15.9K | $1.17M | −$2.9K | Added$95.7K |
| Mills Wealth Advisors LLC | 15.5K | $1.15M | −$2.77K | Added$121.5K |
| Riverbend Wealth Management, LLC | 13.9K | $1.03M | −$2.81K | Cut−$43.9K |
| Savvy Advisors, Inc. | 13.7K | $1.01M | −$2.23K | Added$186.1K |
| Ruedi Wealth Management, Inc. | 13.4K | $985.6K | −$2.54K | Added$45K |
| LEGACY FINANCIAL GROUP, INC. | 12.6K | $929K | −$1.93K | Added$213.7K |
| Highland Financial Advisors, LLC | 12.6K | $928.7K | −$2.52K | Cut−$2.52K |
| Austin Asset Management Co Inc | 12.4K | $915.3K | −$1.88K | Added$221.8K |
| FMB WEALTH MANAGEMENT | 12.3K | $904.7K | −$2.27K | Added$69.5K |
| CARY STREET PARTNERS FINANCIAL LLC | 12.2K | $896.9K | −$2.45K | Cut−$218.7K |
| Nemes Rush Group LLC | 11.7K | $863.4K | −$2.34K | Cut−$44.8K |
| Chico Wealth RIA | 11.5K | $848.3K | −$861 | Added$529.9K |
| Waterfront Wealth Inc. | 10.4K | $768.3K | −$31K | Cut−$8.79K |
| OneDigital Investment Advisors LLC | 10.1K | $744.8K | −$1.79K | Added$89.5K |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | 9.98K | $736.3K | −$1.95K | Added$14.7K |
| Focus Partners Advisor Solutions, LLC | 9.78K | $721.7K | −$1.08K | Added$323.3K |
| Visionary Wealth Advisors | 9.77K | $720.8K | −$1.95K | Added$21.4K |
| Falcon Wealth Planning | 9.71K | $716K | −$1.98K | Cut−$121.5K |
| Legacy Capital Wealth Partners, LLC | 9.36K | $690.4K | −$1.65K | Added$87.3K |
| RS CRUM INC. | 9K | $664.3K | −$1.48K | Added$110.8K |
| RAM Investment Partners, LLC | 8.69K | $641.2K | −$1.52K | Added$77.1K |
| ENVESTNET ASSET MANAGEMENT INC | 8.5K | $627.3K | −$1.08K | Added$232.7K |
| EverSource Wealth Advisors, LLC | 8.44K | $622.8K | −$1.72K | Cut−$5.86K |
| Wolfstich Capital, LLC | 16.1K | $617.5K | — | New |
| DecisionPoint Financial, LLC | 8.29K | $611.8K | −$1.41K | Added$79.9K |
| Belpointe Asset Management LLC | 8.24K | $607.9K | −$1.62K | Added$7.67K |
| CWM, LLC | 8.03K | $592.1K | $591.5K | Added$591.4K |
| Savant Capital, LLC | 7.9K | $583K | −$1.62K | Cut−$129.8K |
| BOS Asset Management, LLC | 7.86K | $579.8K | −$1.54K | Added$11.2K |
| Mutual Advisors, LLC | 7.72K | $569.9K | −$1.12K | Added$170.9K |
| ELEVATE WEALTH ADVISORY, INC | 7.7K | $568.4K | −$1.22K | Added$116.8K |
| marrick wealth, LLC | 7.63K | $562.5K | −$1.46K | Added$23.1K |
| Boyce & Associates Wealth Consulting, Inc. | 7.62K | $561.9K | −$1.47K | Cut−$70 |
| Verum Partners LLC | 7.11K | $524.7K | −$1.42K | Cut−$1.42K |
| Ashton Thomas Private Wealth, LLC | 7.08K | $522.4K | −$1.31K | Added$39K |
| Sensible Money, LLC | 6.67K | $491.8K | −$571 | Added$284.7K |
| Root Financial Partners, LLC | 6.42K | $473.9K | −$1.25K | Added$10.7K |
| Tilson Financial Group, Inc. | 6.34K | $467.7K | −$1.24K | Cut−$312.3K |
| Corient Private Wealth LLC | 6.28K | $463.3K | −$1.06K | Added$73.1K |
| TFC Financial Management, Inc. | 6.14K | $453K | −$767 | Added$162.4K |
| GEM Asset Management, LLC | 6.06K | $447.3K | −$8.32K | Added$43.7K |
| Federation des caisses Desjardins du Quebec | 6.03K | $443.5K | −$1.63K | Added$43K |
| Creative Planning | 5.96K | $440.1K | −$1.08K | Added$40.5K |
| Asset Dedication, LLC | 5.51K | $406.9K | −$356 | Added$284.8K |
| Allworth Financial LP | 5.47K | $403.9K | −$50 | Added$385.5K |
| QUANTIFY CHAOS ADVISORS, LLC | 5.47K | $403.3K | −$1.08K | Cut−$193 |
| Modera Wealth Management, LLC | 5.26K | $387.8K | −$1.05K | Cut−$88 |
| LRI Investments, LLC | 5.05K | $372.7K | −$498 | Added$190.5K |
| Ausdal Financial Partners, Inc. | 5.05K | $372.4K | −$832 | Added$64.8K |
| Advisory Services Network, LLC | 5K | $368.6K | −$961 | Added$6.86K |
| Equitable Holdings, Inc. | 4.93K | $364.6K | −$1 | Cut−$98.9K |
| Hippocratic Financial Advisors, LLC | 4.88K | $360.3K | −$976 | Cut−$136K |
| XY Planning Network, Inc. | 4.84K | $359.6K | $1.38K | Added$31K |
| KEB ASSET MANAGEMENT, LLC | 4.78K | $352.5K | −$836 | Added$43.2K |
| Pillar Financial Advisors, LLC | 4.75K | $350.2K | −$970 | Cut−$11.2K |
| Elser Financial Planning, Inc | 4.62K | $340.3K | — | New |
| Beaird Harris Wealth Management, LLC | 4.59K | $338.9K | −$858 | Added$21.6K |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 4.54K | $334.7K | −$900 | Added$1.9K |
| HARBOUR INVESTMENTS, INC. | 4.22K | $311.3K | — | New |
| Investment Advisory Group, LLC | 4.17K | $308K | −$857 | Cut−$783 |
| Alpha Financial Advisors, LLC | 4.13K | $304.8K | −$821 | Cut−$169K |
| Fonville Wealth Management LLC | 4.04K | $298.1K | −$809 | Cut−$809 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3.8K | $280.1K | −$601 | Added$57.3K |
| Catawba River Capital | 3.71K | $275.7K | $1.12K | Added$14.6K |
| Inspire Advisors, LLC | 3.61K | $266.4K | — | New |
| Vistica Wealth Advisors, LLC | 3.56K | $262.5K | −$712 | Cut−$712 |
| LAM GROUP, INC. | 3.5K | $258K | −$701 | Cut−$627 |
| MARIPAU WEALTH MANAGEMENT LLC | 3.42K | $252.4K | −$717 | Cut−$127 |
| Stratos Wealth Partners, LTD. | 3.41K | $251.6K | −$634 | Cut−$768.4K |
| Rehmann Capital Advisory Group | 3.19K | $235.4K | −$638 | Cut−$638 |
| Forum Financial Management, LP | 3.08K | $227.2K | — | New |
| Donalies Financial Planning, LLC | 2.97K | $219.3K | −$559 | Added$12.4K |
| Pathstone Holdings, LLC | 2.95K | $217.5K | −$621 | Cut−$44.7K |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 2.91K | $214.8K | −$537 | Added$13.3K |
| MISSION WEALTH MANAGEMENT, LP | 2.79K | $205.5K | — | New |
| Tradewinds, LLC. | 2.56K | $205.1K | — | New |
| Aurelius Family Office LLC | 2.77K | $204K | −$3.9K | Cut−$14.8K |
| Investmark Advisory Group LLC | 2.72K | $200.4K | — | New |
| C M BIDWELL & ASSOCIATES LTD | 2.7K | $199.1K | −$531 | Added$2.86K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 2.63K | $194.2K | −$498 | Cut−$119.1K |
| Frankly Finances, LLC | 2.3K | $169.7K | −$454 | Added$1.98K |
| OSAIC HOLDINGS, INC. | 2.06K | $152.1K | −$370 | Added$4.28K |
| Trust Co | 1.91K | $140.9K | −$382 | Cut−$382 |
| McIlrath & Eck, LLC | 1.77K | $130.6K | −$175 | Added$66.1K |
| Glass Jacobson Investment Advisors llc | 1.27K | $93.5K | −$205 | Added$2.67K |
| Crews Bank & Trust | 1.26K | $93.3K | −$253 | Cut−$253 |
| CURIO WEALTH, LLC | 1.26K | $93.3K | −$1.25K | Cut−$6.03K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 1.25K | $92.2K | −$28 | Added$81.7K |
| North Ridge Wealth Advisors, Inc. | 1.23K | $90.6K | −$233 | Added$4.42K |
| SJS Investment Consulting Inc. | 1.21K | $89.3K | −$231 | Added$3.9K |
| PINNEY & SCOFIELD, INC. | 1.21K | $89.2K | −$145 | Added$18.9K |
| Investors Portfolio Services LLC | 1.21K | $89K | −$263 | Cut−$42 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 873 | $64.4K | — | New |
| Burk Holdings LLC | 822 | $60.6K | — | New |
| MORRIS FINANCIAL CONCEPTS, INC. | 669 | $49.4K | −$134 | Cut−$134 |
| MORGAN STANLEY | 666 | $49.1K | −$134 | Cut−$2.28K |
| NATIONAL BANK OF CANADA /FI/ | 581 | $43.2K | $169 | Added$169 |
| ELEVATION WEALTH PARTNERS, LLC | 531 | $39.2K | −$16 | Added$33.3K |
| Waverly Advisors, LLC | 489 | $36.1K | −$91 | Cut−$17 |
| Your Advocates Ltd., LLP | 229 | $16.9K | — | New |
| ENTRUST FINANCIAL LLC | 201 | $14.8K | −$62 | Added$5.84K |
| Steward Partners Investment Advisory, LLC | 200 | $14.8K | — | New |
| Ameritas Advisory Services, LLC | 149 | $11K | — | New |
| UBS Group AG | 145 | $10.7K | — | New |
| Ares Financial Consulting, LLC | 139 | $10.4K | — | New |
| Quent Capital, LLC | 134 | $9.89K | −$26 | Cut−$26 |
| Fidelity | 130 | $9.59K | — | New |
| AdvisorNet Financial, Inc | 130 | $9.57K | −$72 | Added$1.18K |
| Medallion Wealth Advisors, LLC | 75 | $5.53K | — | New |
| Vermillion Wealth Management, Inc. | 70 | $5.2K | $27 | Cut−$24.3K |
| Warburton Capital Management, LLC | 38.2K | $2.95K | $114 | Added$267 |
| Longview Financial Advisors LLC | 39 | $2.88K | −$8 | Added$66 |
| GRAND WEALTH MANAGEMENT, LLC | 37 | $2.76K | — | New |
| Betterment LLC | 18.5K | $1.37K | −$4 | Added$47 |
| Annandale Capital, LLC | 13.1K | $964 | −$2 | Added$154 |
| Cambridge Investment Research Advisors, Inc. | 11.6K | $859 | −$2 | Added$310 |
| Ferguson Johnson Wealth Management Inc | 5.92K | $437 | −$1 | Cut−$2 |
| Kozak & Associates, Inc. | 4 | $320 | $7 | Added$7 |
| Cloud Capital Management, LLC | 4.29K | $316 | — | New |
| Annis Gardner Whiting Capital Advisors, LLC | 4 | $296 | — | New |
| Silver Oak Advisory Group, Inc. | 3.96K | $292 | −$1 | Added$7 |
| FOSTER & MOTLEY INC | 3.7K | $273 | −$1 | Added$12 |
| Fort Vancouver Investment Management, LLC | 3 | $222 | — | New |
| Coston, McIsaac & Partners | 2.87K | $211 | −$1 | Cut−$10 |
| USAdvisors Wealth Management, LLC | 2.79K | $200 | — | New |
| Cordant, Inc. | 2 | $148 | $0 | Held |