| First Pacific Financial | 815.8K | $60.4M | — | Held |
| Wealth Management Nebraska | 675.2K | $50M | — | Held |
| Arlington Financial Advisors, LLC | 640.4K | $47.4M | — | Held |
| Farther Finance Advisors, LLC | 348.3K | $25.8M | — | Held |
| Strategic Investment Solutions, Inc. /IL | 282.6K | $21M | $564.6K | Added$3.81M |
| DiNuzzo Private Wealth, Inc. | 234.8K | $17.4M | — | Held |
| Abacus Planning Group, Inc. | 205.7K | $15.2M | — | Held |
| McMill Wealth Management | 179K | $13.2M | — | Held |
| Stratos Investment Management, LLC | 165.6K | $12.2M | — | Held |
| Sivia Capital Partners, LLC | 163.5K | $12.1M | — | Held |
| Keyes, Stange & Wooten Wealth Management, LLC | 162.1K | $12M | — | Held |
| Bryant Woods Investment Advisors, LLC | 158.7K | $11.7M | — | Held |
| Physician Wealth Advisors, Inc. | 151.4K | $11.2M | — | Held |
| Triune Financial Partners, LLC | 143.1K | $11M | — | Held |
| Greenspring Advisors, LLC | 147.2K | $10.9M | — | Held |
| MASECO LLP | 136.4K | $10.1M | — | Held |
| JPMORGAN CHASE & CO | 135.4K | $10M | — | Held |
| HFG Wealth Management, LLC | 135.3K | $10M | — | Held |
| Plancorp, LLC | 132.2K | $9.78M | — | Held |
| Apella Capital, LLC | 127.5K | $9.43M | — | Held |
| Royal Harbor Partners, LLC | 118.1K | $8.74M | — | Held |
| American Investment Services, Inc. | 112.4K | $8.32M | — | Held |
| DEMMING FINANCIAL SERVICES CORP /ADV | 94K | $6.96M | — | Held |
| Strathmore Capital Advisors, Inc. | 86.1K | $6.37M | — | Held |
| Evanson Asset Management, LLC | 84.7K | $6.27M | — | Held |
| TCI Wealth Advisors, Inc. | 73.5K | $5.44M | — | Held |
| BUILDER INVESTMENT GROUP INC /ADV | 67.5K | $4.99M | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 66.9K | $4.95M | — | Held |
| Icahn Capital | 55.9K | $4.14M | — | Held |
| LPL Financial LLC | 53K | $3.92M | — | Held |
| Sprinkle Financial Consultants LLC | 47.2K | $3.49M | — | Held |
| MATHER GROUP, LLC. | 45.4K | $3.36M | — | Held |
| Krilogy Financial LLC | 43K | $3.3M | — | Held |
| SC&H Financial Advisors, Inc. | 42.8K | $3.17M | — | Held |
| Berger Financial Group, Inc | 40.4K | $2.99M | — | Held |
| Prudent Man Investment Management, Inc. | 39.8K | $2.94M | — | Held |
| Parkshore Wealth Management, Inc. | 36.2K | $2.68M | — | Held |
| Barry Investment Advisors, LLC | 36.2K | $2.68M | — | Held |
| BIP Wealth, LLC | 34.1K | $2.52M | — | Held |
| Focus Partners Wealth | 32.7K | $2.42M | — | Held |
| HighTower Advisors, LLC | 32.5K | $2.41M | — | Held |
| Rachor Investment Advisory Services, LLC | 32K | $2.37M | — | Held |
| AssuredPartners Investment Advisors, LLC | 31.9K | $2.36M | — | Held |
| Spinnaker Investment Group, LLC | 31.7K | $2.35M | — | Held |
| MB Generational Wealth, LLC | 29.5K | $2.18M | — | Held |
| Syverson Strege & Co | 29.1K | $2.16M | $61.8K | Added$4.5K |
| VESTIA PERSONAL WEALTH ADVISORS | 26.9K | $2.04M | — | Held |
| Babb Wealth Advisors LLC | 27.3K | $2.02M | — | Held |
| Keystone Financial Group, Inc. | 25.2K | $1.86M | — | Held |
| Parkwoods Wealth Partners, LLC | 24.9K | $1.84M | — | Held |
| Beacon Pointe Advisors, LLC | 24.2K | $1.79M | — | Held |
| Keating Financial Advisory Services, Inc. | 24.1K | $1.78M | — | Held |
| MONOGRAPH WEALTH ADVISORS, LLC | 24K | $1.77M | — | Held |
| RAYMOND JAMES FINANCIAL INC | 23.4K | $1.73M | — | Held |
| Aspen Capital Management, LLC | 23.3K | $1.72M | — | Held |
| FIDUCIARY FINANCIAL GROUP, LLC | 23.1K | $1.71M | — | Held |
| Kesler, Norman & Wride, LLC | 23K | $1.7M | — | Held |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 21.8K | $1.61M | — | Held |
| Cogent Private Wealth, Inc. | 21.7K | $1.61M | — | Held |
| Chicago Partners Investment Group LLC | 19.6K | $1.5M | — | Held |
| Sterling Wealth Management, Inc. | 19.7K | $1.46M | — | Held |
| BANK OF MONTREAL /CAN/ | 18.7K | $1.38M | — | Held |
| CARDIFF PARK ADVISORS, LLC | 18.6K | $1.37M | — | Held |
| Pacific Asset Management, LLC | 17.6K | $1.3M | — | Held |
| JANE STREET GROUP, LLC | 16.7K | $1.24M | — | Held |
| MERCER GLOBAL ADVISORS INC /ADV | 16.5K | $1.22M | — | Held |
| Shore Point Advisors, LLC | 16K | $1.18M | — | Held |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 15.8K | $1.17M | — | Held |
| Foster Group, Inc. | 15.7K | $1.16M | — | Held |
| CARY STREET PARTNERS FINANCIAL LLC | 15.1K | $1.12M | — | Held |
| Mustard Seed Financial, LLC | 14.5K | $1.07M | — | Held |
| Riverbend Wealth Management, LLC | 14.5K | $1.07M | — | Held |
| IHT Wealth Management, LLC | 14.3K | $1.06M | — | Held |
| Mills Wealth Advisors LLC | 13.9K | $1.03M | — | Held |
| Stratos Wealth Partners, LTD. | 13.8K | $1.02M | — | Held |
| Blue Trust, Inc. | 13.1K | $966.2K | — | Held |
| Ruedi Wealth Management, Inc. | 12.7K | $940.6K | — | Held |
| Highland Financial Advisors, LLC | 12.6K | $931.2K | — | Held |
| Nemes Rush Group LLC | 12.3K | $908.3K | — | Held |
| Falcon Wealth Planning | 11.3K | $837.5K | — | Held |
| FMB WEALTH MANAGEMENT | 11.3K | $835.1K | — | Held |
| MASTER'S WEALTH MANAGEMENT INC. | 11.3K | $834.1K | — | Held |
| Savvy Advisors, Inc. | 11.2K | $827.7K | — | Held |
| Envision Financial Planning, LLC | 10.6K | $782.9K | — | Held |
| Tilson Financial Group, Inc. | 10.5K | $779.9K | — | Held |
| Waterfront Wealth Inc. | 10.1K | $777.1K | — | Held |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | 9.75K | $721.5K | — | Held |
| JFS WEALTH ADVISORS, LLC | 9.72K | $719.1K | — | Held |
| LEGACY FINANCIAL GROUP, INC. | 9.67K | $715.3K | — | Held |
| Savant Capital, LLC | 9.63K | $712.8K | $10.4K | Added$363.4K |
| Visionary Wealth Advisors | 9.45K | $699.4K | — | Held |
| Austin Asset Management Co Inc | 9.37K | $693.5K | — | Held |
| OneDigital Investment Advisors LLC | 8.86K | $655.3K | — | Held |
| EverSource Wealth Advisors, LLC | 8.5K | $628.6K | — | Held |
| Legacy Capital Wealth Partners, LLC | 8.15K | $603.1K | — | Held |
| Belpointe Asset Management LLC | 8.11K | $600.2K | — | Held |
| BOS Asset Management, LLC | 7.68K | $568.5K | — | Held |
| RAM Investment Partners, LLC | 7.62K | $564K | — | Held |
| Boyce & Associates Wealth Consulting, Inc. | 7.6K | $562K | — | Held |
| RS CRUM INC. | 7.48K | $553.4K | — | Held |
| marrick wealth, LLC | 7.29K | $539.4K | — | Held |
| DecisionPoint Financial, LLC | 7.19K | $531.9K | — | Held |
| Verum Partners LLC | 7.11K | $526.1K | — | Held |
| Hippocratic Financial Advisors, LLC | 6.71K | $496.3K | — | Held |
| Ashton Thomas Private Wealth, LLC | 6.53K | $483.4K | — | Held |
| Alpha Financial Advisors, LLC | 6.41K | $473.9K | — | Held |
| Foundry Financial LLC | 6.36K | $470.4K | — | Held |
| Equitable Holdings, Inc. | 6.27K | $463.6K | — | Held |
| Root Financial Partners, LLC | 6.26K | $463.2K | — | Held |
| ELEVATE WEALTH ADVISORY, INC | 6.1K | $451.6K | — | Held |
| SB Capital Management Inc | 5.81K | $429.7K | — | Held |
| GEM Asset Management, LLC | 5.36K | $403.6K | — | Held |
| QUANTIFY CHAOS ADVISORS, LLC | 5.46K | $403.5K | — | Held |
| Federation des caisses Desjardins du Quebec | 5.42K | $400.4K | — | Held |
| Creative Planning | 5.4K | $399.5K | — | Held |
| Mutual Advisors, LLC | 5.39K | $399K | — | Held |
| Focus Partners Advisor Solutions, LLC | 5.38K | $398.4K | — | Held |
| ENVESTNET ASSET MANAGEMENT INC | 5.33K | $394.6K | — | Held |
| Corient Private Wealth LLC | 5.28K | $390.2K | — | Held |
| Modera Wealth Management, LLC | 5.24K | $387.9K | — | Held |
| Advisory Services Network, LLC | 4.89K | $361.8K | — | Held |
| Pillar Financial Advisors, LLC | 4.88K | $361.4K | — | Held |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 4.5K | $332.8K | — | Held |
| XY Planning Network, Inc. | 4.44K | $328.5K | — | Held |
| Chico Wealth RIA | 4.3K | $318.3K | — | Held |
| Beaird Harris Wealth Management, LLC | 4.29K | $317.2K | — | Held |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 4.24K | $313.3K | — | Held |
| KEB ASSET MANAGEMENT, LLC | 4.18K | $309.3K | — | Held |
| Investment Advisory Group, LLC | 4.17K | $308.7K | — | Held |
| Ausdal Financial Partners, Inc. | 4.16K | $307.6K | — | Held |
| Fonville Wealth Management LLC | 4.04K | $299K | — | Held |
| TFC Financial Management, Inc. | 3.93K | $290.5K | — | Held |
| Vistica Wealth Advisors, LLC | 3.56K | $263.2K | — | Held |
| Pathstone Holdings, LLC | 3.54K | $262.3K | — | Held |
| Catawba River Capital | 3.53K | $261.1K | — | Held |
| LAM GROUP, INC. | 3.5K | $258.6K | — | Held |
| MARIPAU WEALTH MANAGEMENT LLC | 3.41K | $252.5K | — | Held |
| Signal Advisors Wealth, LLC | 3.41K | $252.5K | — | Held |
| Rehmann Capital Advisory Group | 3.19K | $236K | — | Held |
| Broadhurst Jeffrey B | 3.13K | $231.3K | — | Held |
| Porter White Investment Advisors, Inc. | 3.02K | $223.1K | — | Held |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3.01K | $222.8K | — | Held |
| Aurelius Family Office LLC | 2.91K | $218.8K | — | Held |
| Sensible Money, LLC | 2.8K | $207.1K | — | Held |
| Donalies Financial Planning, LLC | 2.8K | $206.9K | — | Held |
| Safeguard Investment Advisory Group, LLC | 2.73K | $202.3K | — | Held |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 2.72K | $201.5K | — | Held |
| C M BIDWELL & ASSOCIATES LTD | 2.65K | $196.3K | — | Held |
| LRI Investments, LLC | 2.46K | $182.2K | — | Held |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 2.34K | $173.3K | — | Held |
| Frankly Finances, LLC | 2.27K | $167.7K | — | Held |
| OSAIC HOLDINGS, INC. | 2K | $147.8K | — | Held |
| Trust Co | 1.91K | $141.3K | — | Held |
| Asset Dedication, LLC | 1.65K | $122.1K | — | Held |
| CURIO WEALTH, LLC | 1.33K | $99.3K | — | Held |
| Crews Bank & Trust | 1.26K | $93.6K | — | Held |
| Glass Jacobson Investment Advisors llc | 1.23K | $90.8K | — | Held |
| Investors Portfolio Services LLC | 1.2K | $89K | — | Held |
| North Ridge Wealth Advisors, Inc. | 1.17K | $86.2K | — | Held |
| SJS Investment Consulting Inc. | 1.15K | $85.4K | — | Held |
| PINNEY & SCOFIELD, INC. | 951 | $70.3K | — | Held |
| McIlrath & Eck, LLC | 872 | $64.5K | — | Held |
| MORGAN STANLEY | 695 | $51.4K | $1.47K | Cut−$970 |
| MORRIS FINANCIAL CONCEPTS, INC. | 669 | $49.5K | — | Held |
| Concord Wealth Partners | 609 | $45.1K | — | Held |
| NATIONAL BANK OF CANADA /FI/ | 581 | $43K | — | Held |
| Waverly Advisors, LLC | 488 | $36.1K | — | Held |
| Vermillion Wealth Management, Inc. | 399 | $29.5K | — | Held |
| Allworth Financial LP | 250 | $18.5K | $530 | Added$530 |
| MARYLAND CAPITAL ADVISORS INC. | 146 | $10.8K | — | Held |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 142 | $10.5K | — | Held |
| Quent Capital, LLC | 134 | $9.91K | — | Held |
| ENTRUST FINANCIAL LLC | 121 | $8.99K | — | Held |
| AdvisorNet Financial, Inc | 113 | $8.39K | — | Held |
| ELEVATION WEALTH PARTNERS, LLC | 80 | $5.92K | — | Held |
| SouthState Bank Corp | 53 | $3.92K | — | Held |
| Longview Financial Advisors LLC | 38 | $2.81K | — | Held |
| Warburton Capital Management, LLC | 36.2K | $2.68K | — | Held |
| BANK OF AMERICA CORP /DE/ | 34 | $2.52K | $72 | Added$72 |
| Betterment LLC | 17.8K | $1.32K | — | Held |
| Annandale Capital, LLC | 10.9K | $810 | — | Held |
| CWM, LLC | 10.4K | $769 | — | Held |
| Cambridge Investment Research Advisors, Inc. | 7.42K | $549 | — | Held |
| Ferguson Johnson Wealth Management Inc | 5.94K | $439 | — | Held |
| Kozak & Associates, Inc. | 4 | $313 | — | Held |
| Silver Oak Advisory Group, Inc. | 3.85K | $285 | — | Held |
| FOSTER & MOTLEY INC | 3.53K | $261 | — | Held |
| Coston, McIsaac & Partners | 3K | $221 | — | Held |
| Cordant, Inc. | 2 | $148 | — | Held |