| Capital Investment Services of America, Inc. | 1.72% | Add +50.0% | 237,731 | $18.2M |
| Opus Capital Group, LLC | 0.90% | Add +30.7% | 108,239 | $8.3M |
| CGN Advisors LLC | 0.59% | Add +18.7% | 97,602 | $7.5M |
| Keystone Financial Group, Inc. | 3.58% | Add +52.9% | 89,432 | $6.8M |
| S.A. Mason LLC | 2.53% | New | 83,578 | $6.4M |
| Mills Wealth Advisors LLC | 2.31% | Add +0.5% | 76,701 | $5.9M |
| Jane Street Group, LLC | 0.01% | Add +386.4% | 66,274 | $5.1M |
| Alliance Private Wealth, LLC | 1.41% | — | 52,635 | $4.1M |
| Master's Wealth Management Inc. | 1.18% | New | 42,826 | $3.3M |
| Mosaic Family Wealth Partners, LLC | 0.36% | New | 42,505 | $3.2M |
| Truist Financial Corp. | 0.00% | New | 36,386 | $2.8M |
| Greenwich Wealth Management LLC | 0.12% | Add +26.9% | 35,993 | $2.8M |
| Dakota Wealth Management | 0.05% | New | 34,639 | $2.6M |
| Topsail Wealth Management, LLC | 0.36% | Add +1.1% | 32,136 | $2.5M |
| Rialto Wealth Management, LLC | 0.55% | Add +140.6% | 30,199 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.6% | 29,434 | $2.3M |
| Aprio Wealth Management, LLC | 0.12% | New | 26,945 | $2.1M |
| Corient Private Wealth LP | 0.00% | No change | 26,041 | $2.0M |
| Platt Wealth Management LLC | 1.71% | — | 22,555 | $1.7M |
| Conservest Capital Advisors, Inc. | 0.15% | Add +0.4% | 21,352 | $1.6M |
| Verum Partners LLC | 0.30% | Reduce -91.4% | 19,235 | $1.5M |
| CRA Financial Services, LLC | 0.18% | No change | 17,743 | $1.4M |
| Baker Ellis Asset Management LLC | 0.14% | Add +31.6% | 15,400 | $1.2M |
| Boston Family Office LLC | 0.07% | Add +59.0% | 14,989 | $1.1M |
| MFA Wealth Services | 0.76% | Add +89.4% | 14,697 | $1.1M |
| Burton Enright Welch | 0.16% | Add +8.0% | 14,697 | $1.1M |
| Essex Financial Services, Inc. | 0.06% | Add +8.8% | 14,515 | $1.1M |
| Elequin Capital, LP | 0.17% | Add +23.1% | 14,399 | $1.1M |
| Harbor Group, Inc. | 0.16% | Add +35.6% | 13,639 | $1.0M |
| Breakwater Capital Group | 0.14% | Add +25.2% | 12,931 | $989K |
| Stonebridge Financial Group, LLC | 0.07% | New | 10,318 | $789K |
| Kelman-Lazarov, Inc. | 0.11% | Add +22.1% | 10,254 | $784K |
| Citadel Advisors | 0.00% | New | 9,861 | $754K |
| Prospera Capital Management, LLC | 0.36% | No change | 9,342 | $714K |
| New England Private Wealth Advisors LLC | 0.08% | New | 8,385 | $641K |
| Susquehanna International Group, LLP | 0.00% | New | 8,027 | $614K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +42.9% | 7,822 | $598K |
| Quantum Financial Planning Services, Inc. | 0.21% | New | 7,532 | $576K |
| LPL Financial LLC | 0.00% | New | 7,303 | $558K |
| Peapack Gladstone Financial Corp. | 0.01% | New | 6,000 | $459K |
| Wayfinding Financial, LLC | 0.18% | Reduce -72.6% | 5,505 | $420K |
| N.E.W. Advisory Services LLC | 0.03% | No change | 5,400 | $413K |
| Waverly Advisors, LLC | 0.00% | New | 5,225 | $399K |
| Gutierrez Wealth Advisory, LLC | 0.23% | Add +12.9% | 4,750 | $363K |
| JPMorgan Chase & Co. | 0.00% | Add +82.1% | 4,557 | $348K |
| Financial Planning Hawaii, Inc. | 0.20% | — | 4,527 | $346K |
| Blue Trust, Inc. | 0.00% | Add +1.1% | 4,257 | $325K |
| American Investment Services, Inc. | 0.07% | New | 4,149 | $317K |
| Goldman Sachs Group Inc. | 0.00% | New | 3,977 | $304K |
| Advyzon Investment Management, LLC | 0.03% | Add +0.2% | 3,903 | $298K |
| Soltis Investment Advisors LLC | 0.02% | New | 3,893 | $298K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 3,567 | $273K |
| Advisory Services Network, LLC | 0.00% | Add +0.2% | 3,466 | $265K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.01% | Reduce -65.7% | 3,400 | $260K |
| Timmons Wealth Management, LLC | 0.26% | — | 3,391 | $259K |
| Strategic Investment Solutions, Inc. | 0.06% | New | 3,285 | $251K |
| Ascent Group, LLC | 0.01% | New | 3,279 | $251K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | New | 3,269 | $250K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.1% | 3,199 | $245K |
| Sugar Maple Asset Management, LLC | 0.15% | New | 3,008 | $230K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 2,850 | $218K |
| Root Financial Partners, LLC | 0.01% | New | 2,745 | $210K |
| Vise Technologies, Inc. | 0.00% | New | 2,745 | $210K |
| Elmwood Wealth Management, Inc. | 0.06% | Add +1.1% | 2,669 | $204K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 2,158 | $165K |
| Jones Financial Companies LLLP | 0.00% | New | 1,524 | $117K |
| Royal Bank of Canada | 0.00% | Add +19.7% | 1,215 | $93K |
| 1015 Capital Partners, LLC | 0.08% | — | 1,049 | $80K |
| Lanark Financial, Inc. | 0.01% | New | 982 | $75K |
| Farther Finance Advisors, LLC | 0.00% | Add +33.5% | 770 | $59K |
| Trust Co | 0.00% | New | 452 | $35K |
| Osaic Holdings, Inc. | 0.00% | New | 300 | $23K |
| Acumen Wealth Advisors, LLC | 0.01% | — | 262 | $20K |
| Medallion Wealth Advisors, LLC | 0.00% | Reduce -11.0% | 89 | $7K |
| Wells Fargo & Company | 0.00% | No change | 1 | $66 |