| MERCER GLOBAL ADVISORS INC /ADV | 1.21M | $57.6M | −$468K | Added$9.26M |
| Empower Advisory Group, LLC | 1.1M | $52.3M | −$511K | Cut−$8.63M |
| BANK OF AMERICA CORP /DE/ | 418.9K | $19.9M | −$160.1K | Added$3.35M |
| ROYAL BANK OF CANADA | 256.8K | $12.2M | −$116.4K | Added$185K |
| Francis Financial, Inc. | 248.4K | $11.8M | −$115.3K | Cut−$396.3K |
| Creative Planning | 190K | $9.02M | −$82.6K | Added$486.9K |
| LPL Financial LLC | 187.6K | $8.91M | −$78.2K | Added$822.7K |
| Impact Investors, Inc | 169.7K | $8.05M | −$70.9K | Added$730.8K |
| SEEDS INVESTOR LLC | 139.8K | $6.67M | −$27.9K | Added$478.4K |
| ENVESTNET ASSET MANAGEMENT INC | 112.8K | $5.35M | −$52.3K | Cut−$83.5K |
| Bank of New York Mellon Corp | 100.1K | $4.75M | −$45.4K | Added$66.3K |
| ASSETMARK, INC | 82.6K | $3.92M | −$34.8K | Added$326.3K |
| RAYMOND JAMES FINANCIAL INC | 75.4K | $3.58M | −$27.8K | Added$706.6K |
| UBS Group AG | 70.9K | $3.37M | −$32.9K | Cut−$189.7K |
| Laurel Wealth Planning LLC | 69.7K | $3.31M | −$32.3K | Cut−$29.7K |
| Cetera Investment Advisers | 64.3K | $3.05M | −$29.2K | Added$41K |
| Plum Street Advisors, LLC | 46.9K | $2.23M | −$21.7K | Cut−$10.6K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 46.8K | $2.22M | −$21.7K | Cut−$14.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | 39.4K | $1.87M | −$17.3K | Added$77.4K |
| Pathstone Holdings, LLC | 36.2K | $1.72M | −$16.8K | Cut−$16.8K |
| Wealthfront Advisers LLC | 31.2K | $1.48M | −$14.2K | Added$19.1K |
| Johnson Financial Group, LLC | 29.3K | $1.39M | −$7.58K | Added$607.8K |
| Private Wealth Management Group, LLC | 27.2K | $1.29M | −$12.4K | Added$13.6K |
| Brio Consultants, LLC | 26.4K | $1.25M | −$11.7K | Added$219.4K |
| Invera Wealth Advisors, LLC | 25.3K | $1.2M | −$11.1K | Added$58.5K |
| Equita Financial Network, Inc. | 23.3K | $1.1M | −$10.8K | Cut−$37.5K |
| Envestnet Portfolio Solutions, Inc. | 22.9K | $1.09M | −$10.1K | Added$41.3K |
| Modern Wealth Management, LLC | 21.8K | $1.03M | −$14.6K | Cut−$431K |
| Northwest & Ethical Investments L.P. | 21.7K | $1.03M | −$10.1K | Cut−$10.1K |
| ZEVIN ASSET MANAGEMENT LLC | 20.6K | $978.4K | −$9.58K | Cut−$802.1K |
| Falcon Wealth Planning | 20.2K | $959.5K | −$9.38K | Cut−$57.6K |
| Midwest Financial Partners Investments, Inc. | 19K | $902.1K | −$8.18K | Added$56.9K |
| Omega Financial Group, LLC | 18.8K | $892.2K | −$8.61K | Added$5.11K |
| HighTower Advisors, LLC | 18.7K | $889.6K | −$8.14K | Added$48.1K |
| Bank Julius Baer & Co. Ltd, Zurich | 18.7K | $887.7K | −$8.68K | Cut−$1.27M |
| OSAIC HOLDINGS, INC. | 18.7K | $886.6K | −$6.64K | Added$209.2K |
| Walkner Condon Financial Advisors LLC | 17.9K | $851.7K | −$7.93K | Added$32.2K |
| Compound Planning, Inc. | 17K | $805.4K | −$7.89K | Cut−$36.5K |
| FRANKLIN RESOURCES INC | 16.9K | $800.5K | −$7.83K | Cut−$101.3K |
| Dynamic Advisor Solutions LLC | 16.8K | $799.4K | −$7.4K | Added$35.7K |
| Livet Wealth, LLC | 16.6K | $789.6K | −$7.72K | Cut−$17.3K |
| Shotwell Rutter Baer Inc | 16.5K | $785.4K | −$7.36K | Cut−$10.7K |
| AMERIPRISE FINANCIAL INC | 15.7K | $744.4K | −$4.91K | Added$240K |
| PRINCIPAL SECURITIES, INC. | 14.9K | $707.6K | −$6.35K | Added$51.7K |
| JONES FINANCIAL COMPANIES LLLP | 15K | $707.2K | −$5.38K | Added$386.2K |
| Tanager Wealth Management LLP | 14.9K | $705.1K | −$6.89K | Cut−$6.89K |
| Cardinal Point Capital Management ULC | 13.8K | $656.9K | −$6.24K | Added$12.8K |
| Savant Capital, LLC | 13.8K | $653.1K | −$6.39K | Cut−$49K |
| XY Planning Network, Inc. | 13.1K | $617.6K | −$8.64K | Added$480 |
| Citadel | 12.8K | $607.3K | −$5.94K | Cut−$525.2K |
| Sound View Wealth Advisors Group, LLC | 12.8K | $606K | −$5.93K | Cut−$5.92K |
| Aprio Wealth Management, LLC | 12.3K | $583K | −$5.66K | Cut−$4.24K |
| JANE STREET GROUP, LLC | 12.1K | $575.6K | — | New |
| Mariner, LLC | 12.1K | $574.6K | — | New |
| CITIGROUP INC | 11.8K | $562.4K | −$4.46K | Added$101.5K |
| Vontobel Holding Ltd. | 11.8K | $559.5K | −$5.47K | Cut−$5.47K |
| Ameritas Investment Partners, Inc. | 10.7K | $508.7K | −$4.7K | Added$23.5K |
| Kestra Advisory Services, LLC | 9.9K | $470K | −$3.04K | Added$155.6K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 8.95K | $424.8K | −$4.15K | Cut−$25.9K |
| GOLDMAN SACHS GROUP INC | 7.92K | $376K | — | New |
| KilterHowling LLC | 7.84K | $372.2K | −$2.63K | Added$100.3K |
| MML INVESTORS SERVICES, LLC | 7.56K | $359.1K | −$3.51K | Cut−$32.1K |
| STIFEL FINANCIAL CORP | 6.98K | $331.4K | −$2.99K | Added$22.7K |
| MAI Capital Management | 6.94K | $329.6K | −$3.21K | Cut−$2.79K |
| GWN SECURITIES INC. | 6.87K | $326.3K | −$2.24K | Added$94.8K |
| Torren Management, LLC | 6.66K | $316.1K | −$3.04K | Added$5.55K |
| Icahn Capital | 6.64K | $315.3K | −$3.08K | Cut−$3.08K |
| DORVAL Corp | 6.38K | $302.8K | −$2.66K | Added$27.7K |
| LRI Investments, LLC | 6.16K | $292.3K | −$2.82K | Added$1.07K |
| CIBC Bancorp USA Inc. | 6.15K | $292K | — | Held |
| First Affirmative Financial Network | 5.82K | $276.2K | — | Held |
| EP Wealth Advisors, LLC | 5.66K | $268.5K | −$2.63K | Cut−$78.1K |
| TD Waterhouse Canada Inc. | 5.5K | $259.9K | — | New |
| Values Added Financial LLC | 5.33K | $253K | −$2.47K | Cut−$387.7K |
| Sanctuary Advisors, LLC | 4.88K | $231.7K | −$2.28K | Cut−$623 |
| Morton Brown Family Wealth, LLC | 4.88K | $231.5K | −$1.72K | Added$53.9K |
| Pinnacle Financial Partners, Inc. | 4.81K | $228.4K | −$2.18K | Added$3.23K |
| Rossby Financial, LCC | 4.69K | $221.7K | −$1.39K | Added$122.3K |
| Continuum Advisory, LLC | 4.48K | $212.6K | — | New |
| Rockefeller Capital Management L.P. | 4.28K | $203.2K | −$1.98K | Cut−$604 |
| Perigon Wealth Management, LLC | 4.22K | $200.4K | −$1.96K | Cut−$1.96K |
| BANK OF MONTREAL /CAN/ | 3.33K | $158.2K | −$1.55K | Cut−$1.55K |
| Clarity Asset Management, Inc. | 2.81K | $133.3K | −$735 | Added$60.2K |
| Sachetta, LLC | 2.59K | $122.9K | −$1.18K | Cut−$1.9K |
| Westfuller Advisors, LLC | 2.44K | $116K | −$1.15K | Cut−$274.1K |
| Farther Finance Advisors, LLC | 2.44K | $115.4K | — | New |
| WealthShield Partners, LLC | 2.25K | $106.7K | −$1.04K | Cut−$1.04K |
| Advisory Services Network, LLC | 1.83K | $87.1K | — | New |
| Trust Co | 1.54K | $73.4K | −$696 | Cut−$3.72K |
| Federation des caisses Desjardins du Quebec | 1.5K | $71.4K | −$699 | Cut−$699 |
| Steward Partners Investment Advisory, LLC | 1.5K | $70.9K | −$712 | Cut−$190 |
| Betterment LLC | 1.38M | $65.6K | −$633 | Added$1.06K |
| Silver Grove Financial Group, Inc. | 1.36K | $64.6K | — | New |
| WFA of San Diego, LLC | 1.34K | $63.7K | −$623 | Cut−$623 |
| WELLS FARGO & COMPANY/MN | 1.23K | $58.5K | −$570 | Cut−$28.1K |
| Signature Resources Capital Management, LLC | 1.13K | $53.7K | −$490 | Added$2.6K |
| CBIZ Investment Advisory Services, LLC | 1.09K | $52K | −$509 | Cut−$509 |
| CWM, LLC | 950 | $45.1K | $45.1K | Added$45K |
| RICHARDSON FINANCIAL SERVICES INC. | 941 | $44.7K | $31.8K | Added$31.8K |
| Lodestone Wealth Management LLC | 645 | $30.6K | −$319 | Cut−$82 |
| NATIONAL BANK OF CANADA /FI/ | 638 | $30.3K | −$306 | Cut−$306 |
| BIRCHBROOK, INC. | 500 | $23.7K | −$229 | Added$1.38K |
| Archer Investment Corp | 463 | $22K | −$215 | Cut−$215 |
| Scarborough Advisors, LLC | 439 | $20.8K | −$198 | Cut−$56 |
| Pacifica Partners Inc. | 417 | $19.8K | −$178 | Cut−$178 |
| Ashton Thomas Private Wealth, LLC | 385 | $18.3K | — | New |
| Financial Perspectives, Inc | 367 | $17.4K | −$189 | Cut−$47 |
| Western Wealth Management, LLC | 318 | $15.1K | — | New |
| NewEdge Advisors, LLC | 14.8K | $14.8K | −$696.9K | Cut−$1.01M |
| Allworth Financial LP | 307 | $14.6K | −$143 | Cut−$15.6K |
| Glassy Mountain Advisors, Inc. | 304 | $14.4K | −$142 | Cut−$1.34K |
| IFP Advisors, Inc | 291 | $13.8K | −$135 | Cut−$135 |
| Fort Vancouver Investment Management, LLC | 261 | $12.4K | −$121 | Cut−$121 |
| MORGAN STANLEY | 256 | $12.2K | −$112 | Cut−$112 |
| Triumph Capital Management | 242 | $11.5K | −$99 | Added$1.23K |
| JPMORGAN CHASE & CO | 214 | $10.1K | — | New |
| EVOLUTION WEALTH MANAGEMENT INC. | 114 | $5.41K | — | New |
| MJT & Associates Financial Advisory Group, Inc. | 112 | $5.32K | −$52 | Cut−$52 |
| CENTRAL TRUST Co | 109 | $5.17K | −$49 | Added$141 |
| Fidelity | 104 | $4.92K | −$51 | Cut−$1.49K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 97 | $4.61K | — | New |
| 1 NORTH WEALTH SERVICES LLC | 85 | $4.04K | −$40 | Cut−$40 |
| Dunhill Financial, LLC | 84 | $3.99K | −$40 | Cut−$40 |
| Smartleaf Asset Management LLC | 63 | $2.98K | −$48 | Cut−$48 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 51 | $2.42K | −$23 | Cut−$3.09K |
| Larson Financial Group LLC | 46 | $2.18K | −$6 | Cut−$6 |
| Purpose Unlimited Inc. | 35 | $1.66K | −$16 | Cut−$16 |
| Cassaday & Co Wealth Management LLC | 10 | $475 | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | $95 | — | New |
| Smithfield Trust Co | 920 | $44 | $0 | Held |
| Mascoma Wealth Management LLC | 1 | $42 | −$6 | Cut−$5.13K |
| Coston, McIsaac & Partners | 42 | $2 | −$0 | Held |