| Planning Center, Inc. | 3.55M | $180.2M | $205K | Added$7.09M |
| Prudent Man Investment Management, Inc. | 1.6M | $80.9M | −$1 | Cut−$9.37K |
| Root Financial Partners, LLC | 1.51M | $76.8M | $77.1K | Added$11.7M |
| Vise Technologies, Inc. | 1.16M | $58.9M | $0 | Held |
| Financial Plan, Inc. | 817.9K | $41.5M | $49.1K | Cut−$3.88M |
| SJS Investment Consulting Inc. | 737.7K | $37.4M | $38.6K | Added$4.84M |
| SC&H Financial Advisors, Inc. | 607.3K | $30.8M | $32.3K | Added$3.49M |
| DiNuzzo Private Wealth, Inc. | 568.3K | $28.8M | $34K | Added$156.6K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 515K | $26.1M | $27.2K | Added$3.1M |
| Sterling Wealth Management, Inc. | 495K | $25.1M | $28.3K | Added$1.2M |
| American Capital Advisory, LLC | 483.5K | $24.5M | $21.1K | Added$6.77M |
| Chicago Partners Investment Group LLC | 409.5K | $20.8M | −$14.3K | Cut−$4.87M |
| Savant Capital, LLC | 409K | $20.7M | $24.5K | Cut−$254.5K |
| Rachor Investment Advisory Services, LLC | 383.9K | $19.5M | $22.4K | Added$574.5K |
| Three Arch Wealth Management LLC | 363.4K | $18.4M | $20.7K | Added$924.6K |
| Pillar Financial Advisors, LLC | 340.2K | $17.3M | $19.4K | Added$867.9K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 328.1K | $16.6M | $19.7K | Cut−$1.17M |
| Avestar Capital, LLC | 273.3K | $13.9M | — | New |
| Foundry Financial LLC | 240.6K | $12.2M | $9.87K | Added$3.87M |
| Mariner, LLC | 238.8K | $12.1M | $13.4K | Added$759.6K |
| Hiley Hunt Wealth Management | 231.7K | $11.7M | $13.2K | Added$537.3K |
| TAGStone Capital, Inc. | 228.3K | $11.6M | $13.7K | Cut−$2.59M |
| Onyx Financial Advisors, LLC | 227.1K | $11.5M | $12.3K | Added$1.15M |
| Johnson Wealth Management, LLC | 226.7K | $11.5M | $12.8K | Added$708.6K |
| ENVESTNET ASSET MANAGEMENT INC | 212.3K | $10.8M | $1.14K | Added$9.79M |
| Babb Wealth Advisors LLC | 210.5K | $10.7M | $12.6K | Cut−$780K |
| New Dimensions Wealth Management, LLC | 197.8K | $10M | $11.5K | Added$357.7K |
| Financial Symmetry Inc | 184.5K | $9.37M | $16.3K | Added$1.87M |
| Tumwater Wealth Management, LLC | 184.4K | $9.35M | $9.37K | Added$1.44M |
| WEALTHSPAN PARTNERS, LLC | 159.2K | $8.07M | $9.58K | Cut−$623K |
| Creative Planning | 152.7K | $7.74M | $6.19K | Added$2.51M |
| Arkadios Wealth Advisors | 151.7K | $7.69M | $9.1K | Cut−$885.1K |
| Ruedi Wealth Management, Inc. | 151K | $7.66M | $9.06K | Cut−$265.4K |
| Parkwoods Wealth Partners, LLC | 148.3K | $7.52M | $8.9K | Cut−$122.4K |
| Mattern Wealth Management LLC | 146.5K | $7.43M | $8.79K | Cut−$470.7K |
| CHOREO, LLC | 145.7K | $7.39M | — | New |
| Shore Point Advisors, LLC | 148.3K | $7.39M | −$117.4K | Added$319.9K |
| Cogent Private Wealth, Inc. | 140.3K | $7.11M | $6.29K | Added$1.8M |
| Leading Edge Financial Planning LLC | 139.8K | $7.09M | $7.9K | Added$421.2K |
| Wolfstich Capital, LLC | 139.2K | $7.05M | $2.78K | Cut−$210.1K |
| Prime Capital Investment Advisors, LLC | 129.4K | $6.56M | $424 | Added$6.2M |
| 3 FACTOR INDEXING, LLC | 127.7K | $6.48M | — | Held |
| Beacon Pointe Advisors, LLC | 126.5K | $6.41M | $4.44K | Added$2.65M |
| Torren Management, LLC | 118.3K | $6M | $2.77K | Added$3.64M |
| Index Fund Advisors, Inc. | 115.3K | $5.85M | $6.06K | Added$726.2K |
| Altiora Financial Group, LLC | 109.3K | $5.54M | $6.57K | Cut−$3.51M |
| Strategic Investment Solutions, Inc. /IL | 109K | $5.52M | −$626 | Cut−$226.9K |
| JANE STREET GROUP, LLC | 98.5K | $4.99M | $4.84K | Added$907K |
| VANCE WEALTH, LLC | 95.6K | $4.85M | $3.95K | Added$1.5M |
| Apella Capital, LLC | 94.2K | $4.79M | $3.61K | Added$3.71M |
| AssuredPartners Investment Advisors, LLC | 91.9K | $4.66M | $8.1K | Added$108.8K |
| Dynamic Advisor Solutions LLC | 91.3K | $4.63M | $5.1K | Added$292.8K |
| CLUNE & ASSOCIATES, LTD. | 91.3K | $4.63M | $5.48K | Cut−$820.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 89.9K | $4.56M | $2.7K | Cut−$454.2K |
| Citadel | 87.8K | $4.45M | $5.27K | Cut−$1.26M |
| Kestra Advisory Services, LLC | 83K | $4.21M | $4.99K | Cut−$153.1K |
| RAYMOND JAMES FINANCIAL INC | 82.4K | $4.18M | $3.32K | Added$1.38M |
| BRIGHT FINANCIAL ADVISORS, INC. | 82K | $4.16M | $4.8K | Added$135.2K |
| Concord Wealth Partners | 80.3K | $4.07M | $4.8K | Added$21K |
| Farther Finance Advisors, LLC | 76.9K | $3.9M | $2.59K | Added$1.28M |
| Financial Harvest, LLC | 74.2K | $3.76M | $3.24K | Added$1.02M |
| GREAT OAK CAPITAL PARTNERS, LLC | 74K | $3.76M | $5.33K | Added$400.5K |
| Strathmore Capital Advisors, Inc. | 72.3K | $3.67M | $5.04K | Added$36.9K |
| Tower Research Capital LLC (TRC) | 72.3K | $3.67M | $367 | Added$3.36M |
| GK Wealth Management LLC | 68.3K | $3.46M | — | New |
| DWR WEALTH MANAGEMENT, LLC | 68.3K | $3.46M | $928 | Added$1.11M |
| Moran Wealth Management, LLC | 65.5K | $3.32M | $3.93K | Cut−$5.59M |
| VESTIA PERSONAL WEALTH ADVISORS | 64.4K | $3.27M | $846 | Added$503.7K |
| Quantum Financial Advisors, LLC | 62.5K | $3.17M | $3.75K | Cut−$327K |
| FMB WEALTH MANAGEMENT | 62.2K | $3.16M | $3.74K | Cut−$13.5K |
| Everest Financial Group LLC | 60.4K | $3.06M | — | New |
| McIlrath & Eck, LLC | 60K | $3.04M | $2.37K | Added$1.04M |
| DRAVO BAY LLC | 58.7K | $2.98M | $3.52K | Cut−$1.39M |
| Pathstone Holdings, LLC | 56.7K | $2.87M | $3.4K | Cut−$57.6K |
| Burk Holdings LLC | 50.1K | $2.54M | $3K | Added$3.05K |
| Tillman Hartley LLC | 49.4K | $2.5M | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 48.2K | $2.44M | — | New |
| ATLas Financial Planning LLC | 47.9K | $2.43M | $2.85K | Added$22.8K |
| OSAIC HOLDINGS, INC. | 47.4K | $2.4M | $641 | Added$1.89M |
| Aspen Capital Management, LLC | 47.4K | $2.4M | — | New |
| Core Wealth Management, Inc. | 46.8K | $2.37M | $1.31K | Added$1.27M |
| STUDIO INVESTMENT MANAGEMENT LLC | 45.5K | $2.31M | $2.44K | Added$245.4K |
| LPL Financial LLC | 42.9K | $2.17M | $837 | Added$1.45M |
| MERCER GLOBAL ADVISORS INC /ADV | 40.2K | $2.04M | $2.4K | Added$13.2K |
| Broadhurst Jeffrey B | 39.4K | $2M | $2.19K | Added$141K |
| LRI Investments, LLC | 39.3K | $1.99M | $1.95K | Added$326.8K |
| Applied Capital LLC | 38.9K | $1.97M | $2.35K | Cut−$1.02M |
| Forza Wealth Management, LLC | 38.2K | $1.94M | $1.48K | Added$686.1K |
| Meredith Wealth Planning | 36.3K | $1.84M | $1.13K | Added$884K |
| Apollon Wealth Management, LLC | 35.5K | $1.8M | $2.13K | Cut−$1.52M |
| HighTower Advisors, LLC | 35.3K | $1.79M | $1.72K | Added$350K |
| McCartney Wealth Management LLC | 33.7K | $1.71M | $2.01K | Cut−$70.8K |
| Claris Financial LLC | 33.7K | $1.71M | $2.01K | Added$10.9K |
| Balboa Wealth Partners | 32.6K | $1.65M | $1.81K | Added$123.3K |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 30.3K | $1.53M | $1.53K | Added$246.6K |
| Focus Partners Advisor Solutions, LLC | 29.8K | $1.51M | — | New |
| PCA Investment Advisory Services Inc. | 29.5K | $1.49M | $1.79K | Added$11.8K |
| XY Planning Network, Inc. | 29K | $1.47M | $1.45K | Cut−$182.8K |
| MB Generational Wealth, LLC | 28.6K | $1.45M | $1.43K | Added$248.4K |
| Savvy Advisors, Inc. | 28.6K | $1.45M | $1.45K | Added$212.3K |
| CURIO WEALTH, LLC | 28.5K | $1.44M | $1.09K | Added$829.3K |
| Financial Engines Advisors L.L.C. | 27.9K | $1.42M | $1.68K | Cut−$182.1K |
| Family CFO Inc | 27.8K | $1.41M | $1.67K | Cut−$561.3K |
| PFG Advisors | 24.6K | $1.25M | $1.32K | Added$125.4K |
| White Wing Wealth Management | 24.3K | $1.23M | $1.19K | Added$203.8K |
| SpringVest Wealth Management LLC | 22.3K | $1.13M | $1.15K | Added$160.2K |
| Porter White Investment Advisors, Inc. | 22.3K | $1.13M | $1.35K | Cut−$121.3K |
| SageOak Financial, LLC | 20.6K | $1.04M | — | New |
| MML INVESTORS SERVICES, LLC | 20K | $1.01M | $1.2K | Added$1.2K |
| Live Oak Private Wealth LLC | 19K | $965.1K | $860 | Added$238.8K |
| CARY STREET PARTNERS FINANCIAL LLC | 18.4K | $935.5K | $901 | Added$163.5K |
| Guardian Wealth Management, LLC | 18.1K | $916.3K | $1.08K | Cut−$460K |
| Mustard Seed Financial, LLC | 18K | $912.3K | — | New |
| ProCore Advisors, LLC | 17.7K | $897.4K | $1.04K | Cut−$10.7M |
| ROYAL BANK OF CANADA | 17.2K | $873K | — | New |
| Kane Co Wealth Management, Inc. | 17K | $862K | $853 | Added$141.6K |
| Allworth Financial LP | 17K | $861K | — | New |
| Verum Partners LLC | 16.7K | $847.5K | — | New |
| DEMMING FINANCIAL SERVICES CORP /ADV | 16.5K | $834.7K | $943 | Added$72.4K |
| Essential Planning, LLC. | 14.5K | $734.8K | $584 | Added$270.5K |
| Trailhead Planners LLC | 14.3K | $725.4K | $829 | Added$26.1K |
| CYPRESS FINANCIAL PLANNING LLC | 14K | $709K | $695 | Added$112.5K |
| WPWealth LLP | 13.8K | $700.1K | — | New |
| MASTER'S WEALTH MANAGEMENT INC. | 13.4K | $677.7K | $801 | Cut−$191.2K |
| Corient Private Wealth LLC | 11.8K | $598.4K | $708 | Added$708 |
| COMMONWEALTH EQUITY SERVICES, LLC | 11.7K | $595.5K | $666 | Cut−$600 |
| Pure Financial Advisors, LLC | 11.7K | $591.5K | $486 | Added$148.9K |
| TWO SIGMA SECURITIES, LLC | 11.6K | $590.7K | — | New |
| Oceanside Advisors LLC | 10.8K | $549.3K | — | New |
| Composition Wealth, LLC | 9.6K | $486.8K | $575 | Cut−$509.4K |
| ShankerValleau Wealth Advisors, Inc. | 9.58K | $485.8K | $570 | Added$4.12K |
| Henrickson Nauta Wealth Advisors, Inc. | 9.34K | $473.4K | — | New |
| Cypress Point Wealth Management, LLC | 9.11K | $461.8K | $469 | Added$75.8K |
| Hartmann Taylor Wealth Management, LLC | 9K | $456.4K | $540 | Cut−$75.4K |
| Corus Family Wealth Advisors | 8.85K | $448.8K | $452 | Added$49.8K |
| Rehmann Capital Advisory Group | 8.7K | $441K | $491 | Added$25.8K |
| Private Advisor Group, LLC | 8.36K | $423.8K | $366 | Added$118.7K |
| FIFTH THIRD BANCORP | 7.49K | $379.6K | — | New |
| Van Hulzen Asset Management, LLC | 7.43K | $376.8K | $446 | Cut−$14.7K |
| Evanson Asset Management, LLC | 7.41K | $375.6K | $361 | Added$50.8K |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 7.19K | $364.8K | $402 | Added$25.5K |
| Geometric Wealth Advisors | 7.04K | $356.9K | $435 | Added$3.12K |
| Embree Financial Group | 7K | $355K | — | New |
| Elser Financial Planning, Inc | 6.95K | $352.5K | — | New |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 6.75K | $342.3K | — | New |
| MASECO LLP | 6.65K | $337.3K | $185 | Added$174.6K |
| Eaton-Cambridge Inc. | 6.5K | $329.4K | $389 | Added$389 |
| Aptus Capital Advisors, LLC | 6.49K | $329.3K | $390 | Cut−$319.6K |
| TRUIST FINANCIAL CORP | 6.27K | $318K | $365 | Added$25.4K |
| VSM Wealth Advisory, LLC | 6.22K | $315.3K | $338 | Added$30.4K |
| LEGACY FINANCIAL GROUP, INC. | 6.12K | $310.5K | $287 | Added$68.3K |
| First Financial Group Corp | 5.92K | $299.9K | $355 | Added$507 |
| Wealthcare Advisory Partners LLC | 5.77K | $292.7K | $310 | Added$665 |
| OneDigital Investment Advisors LLC | 5.22K | $264.6K | $310 | Cut−$12.1K |
| LANE BROTHERS & CO INC | 5.13K | $259.9K | $307 | Added$307 |
| FIRETHORN WEALTH PARTNERS, LLC | 4.98K | $252.5K | $259 | Added$24.6K |
| Acorn Wealth Advisors, LLC | 4.84K | $245.7K | $258 | Cut−$105.8K |
| MORGAN STANLEY | 4.51K | $228.7K | $36 | Added$198K |
| Berger Financial Group, Inc | 4.29K | $217.5K | $258 | Added$258 |
| CSP Financial Group, LLC | 4.21K | $213.7K | — | Held |
| Summit Financial, LLC | 4.2K | $213K | — | New |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 4.17K | $211.7K | $281 | Added$1.85K |
| Alpha Financial Advisors, LLC | 4.14K | $210.2K | $248 | Cut−$54.7K |
| Integrated Advisors Network LLC | 3.94K | $200.1K | — | New |
| IFG Advisory, LLC | 2.83K | $143.5K | — | New |
| EverSource Wealth Advisors, LLC | 2.72K | $138.1K | $144 | Cut−$74K |
| Washington Trust Advisors, Inc. | 2.39K | $121.4K | $130 | Added$9K |
| GRAND WEALTH MANAGEMENT, LLC | 2.02K | $102.7K | $122 | Cut−$30.8K |
| Legacy Wealth Managment, LLC/ID | 1.81K | $91.9K | $109 | Added$109 |
| Advisory Services Network, LLC | 1.3K | $65.8K | — | New |
| DecisionPoint Financial, LLC | 1.09K | $55.3K | — | New |
| BANK OF MONTREAL /CAN/ | 1K | $50.7K | $60 | Added$60 |
| Strengthening Families & Communities, LLC | 847 | $43K | $83 | Cut−$14.5K |
| LAM GROUP, INC. | 830 | $42.1K | — | New |
| IFP Advisors, Inc | 560 | $28.4K | $32 | Added$1.96K |
| HARBOUR INVESTMENTS, INC. | 250 | $12.7K | — | New |
| Betterment LLC | 103.1K | $5.23K | $5 | Added$519 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 100 | $5.09K | $21 | Cut−$19.6K |
| Coston, McIsaac & Partners | 82.3K | $4.17K | $5 | Cut−$474 |
| Navigoe, LLC | 74.4K | $3.77K | $3 | Added$1.12K |
| FLOW TRADERS U.S. LLC | 69.3K | $3.51K | −$0 | Added$3.09K |
| SITTNER & NELSON, LLC | 67 | $3.4K | −$7 | Cut−$7 |
| CWM, LLC | 52 | $2.64K | $2.64K | Added$2.64K |
| PINNEY & SCOFIELD, INC. | 44 | $2.24K | $20 | Added$20 |
| JPMORGAN CHASE & CO | 26 | $1.34K | — | New |
| Cambridge Investment Research Advisors, Inc. | 24.9K | $1.26K | $2 | Cut−$672 |
| RHL GROUP, LLC | 24 | $1.23K | $9 | Added$9 |
| Warburton Capital Management, LLC | 11.8K | $598 | — | New |
| WELLS FARGO & COMPANY/MN | 1 | $49 | −$2 | Cut−$392.5K |
| Capital Analysts, LLC | 290 | $15 | −$0 | Held |