| Arlington Financial Advisors, LLC | 6.27% | Add +3729.1% | 483,111 | $28.6M |
| DiNuzzo Private Wealth, Inc. | 2.52% | Reduce -8.6% | 315,693 | $18.7M |
| First Pacific Financial | 4.97% | Add +75.0% | 300,861 | $17.8M |
| Abacus Planning Group, Inc. | 2.08% | Add +2.9% | 179,463 | $10.6M |
| HFG Wealth Management, LLC | 5.89% | Add +5.5% | 169,158 | $10.0M |
| Sivia Capital Partners, LLC | 4.18% | Add +6.8% | 103,933 | $6.1M |
| Bryant Woods Investment Advisors, LLC | 3.12% | Add +590.8% | 89,391 | $5.3M |
| Stratos Investment Management, LLC | 0.46% | New | 79,518 | $4.7M |
| Physician Wealth Advisors, Inc. | 0.95% | Add +113.5% | 80,226 | $4.5M |
| Builder Investment Group Inc. | 0.87% | Add +7.3% | 50,481 | $3.0M |
| Syverson Strege & Co | 0.84% | Add +171.9% | 39,450 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +143.9% | 36,389 | $2.2M |
| Apella Capital, LLC | 0.08% | Add +66.1% | 28,310 | $1.7M |
| Main Street Financial Solutions, LLC | 0.17% | Add +138.2% | 27,079 | $1.6M |
| Krilogy Financial LLC | 0.08% | New | 18,703 | $1.1M |
| Sprinkle Financial Consultants LLC | 0.63% | Add +45.6% | 12,551 | $742K |
| Mosaic Family Wealth Partners, LLC | 0.10% | New | 10,739 | $635K |
| Evanson Asset Management, LLC | 0.04% | New | 10,144 | $600K |
| Barry Investment Advisors, LLC | 0.20% | New | 10,008 | $592K |
| MB Generational Wealth, LLC | 0.42% | New | 9,062 | $536K |
| Keyes, Stange & Wooten Wealth Management, LLC | 0.47% | New | 8,952 | $529K |
| Spinnaker Investment Group, LLC | 0.14% | Add +87.8% | 8,291 | $490K |
| Vista Capital Partners, Inc. | 0.06% | New | 7,987 | $472K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +13.4% | 7,239 | $428K |
| Root Financial Partners, LLC | 0.12% | No change | 6,986 | $413K |
| Belpointe Asset Management LLC | 0.03% | New | 6,874 | $406K |
| Total Wealth Planning, LLC | 0.07% | New | 6,584 | $389K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -36.9% | 6,261 | $370K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.1% | 5,896 | $349K |
| Tidal Investments LLC | 0.01% | New | 5,730 | $339K |
| TCI Wealth Advisors, Inc. | 0.03% | New | 5,631 | $333K |
| Blue Trust, Inc. | 0.00% | New | 5,354 | $317K |
| Chicago Partners Investment Group LLC | 0.01% | New | 5,201 | $298K |
| Rehmann Capital Advisory Group | 0.02% | New | 4,681 | $277K |
| Austin Asset Management Co Inc | 0.06% | New | 4,346 | $257K |
| Alpha Financial Advisors, LLC | 0.12% | New | 4,192 | $248K |
| SC&H Financial Advisors, Inc. | 0.06% | New | 3,710 | $219K |
| Envestnet Asset Management Inc. | 0.00% | New | 3,681 | $218K |
| Foster Group, Inc. | 0.01% | New | 3,648 | $216K |
| Greenspring Advisors, LLC | 0.05% | New | 3,625 | $214K |
| Porter White Investment Advisors, Inc. | 0.11% | Reduce -2.0% | 3,606 | $213K |
| Phillips Financial Management, LLC | 0.02% | Add +115.9% | 3,605 | $213K |
| Smith Anglin Financial, LLC | 0.02% | New | 3,594 | $213K |
| Bank of Montreal | 0.00% | Add +342.1% | 2,564 | $152K |
| Lam Group, Inc. | 0.10% | Add +498.6% | 2,071 | $122K |
| Mather Group, Llc. | 0.00% | New | 1,770 | $97K |
| DecisionPoint Financial, LLC | 0.03% | New | 1,367 | $79K |
| Concord Wealth Partners | 0.01% | Add +0.2% | 1,135 | $67K |
| Ruedi Wealth Management, Inc. | 0.02% | No change | 965 | $57K |
| Morgan Stanley | 0.00% | New | 892 | $53K |
| McIlrath & Eck, LLC | 0.01% | Add +3.5% | 628 | $37K |
| Red Lighthouse Investment Management, LLC | 0.01% | New | 540 | $32K |
| Coston, McIsaac & Partners | 0.01% | New | 414 | $24K |
| Morris Financial Concepts, Inc. | 0.01% | Add +221.8% | 383 | $23K |
| Allworth Financial LP | 0.00% | New | 165 | $10K |
| Quent Capital, LLC | 0.00% | No change | 134 | $8K |