| AE Wealth Management LLC | 5.49M | $137.8M | −$1.43M | Added$3.93M |
| Lloyd Advisory Services, LLC. | 2.29M | $57.6M | −$16K | Added$56.1M |
| Kingdom Financial Group LLC. | 2.29M | $57.6M | −$591.3K | Added$2.03M |
| CWA Asset Management Group, LLC | 1.67M | $42M | −$422.3K | Added$2.33M |
| HOWARD BAILEY SECURITIES, LLC | 1.18M | $29.5M | −$302.5K | Added$1.1M |
| Key Capital Management, INC | 1.05M | $26.3M | −$188.5K | Added$8.61M |
| LifeWealth Investments, LLC | 763K | $19.1M | −$156.4K | Added$4.46M |
| FWG Investments, LLC. | 246.4K | $6.18M | −$66.5K | Cut−$251.3K |
| Global Wealth Management Investment Advisory, Inc. | 241.4K | $6.05M | −$65.2K | Cut−$512.3K |
| Quest 10 Wealth Builders, Inc. | 117.1K | $2.94M | −$31.6K | Cut−$138.5K |
| Citadel | 100.5K | $2.52M | — | New |
| FLP Wealth Management, LLC | 91K | $2.28M | −$20.8K | Added$332.4K |
| Centennial Advisors, LLC | 84.6K | $2.12M | −$22.8K | Cut−$37.4K |
| FSA Advisors, Inc. | 64.9K | $1.63M | −$17.5K | Cut−$66.5K |
| Triad Wealth Partners, LLC | 37.4K | $937.9K | — | New |
| B.O.S.S. Retirement Advisors, LLC | 32.5K | $815.8K | −$8.79K | Cut−$21.2K |
| Decker Retirement Planning Inc. | 31.3K | $784.8K | −$7.96K | Added$37.4K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 15.4K | $385.8K | — | New |
| CreativeOne Wealth, LLC | 12.2K | $305.2K | −$3.29K | Cut−$3.29K |
| Cetera Investment Advisers | 10.1K | $253K | −$2.49K | Added$19.3K |
| Networth Advisors, LLC | 9.15K | $229.6K | −$2.47K | Cut−$9.77K |
| LifePlan Investment Advisors, Inc. | 8.78K | $220.1K | −$2.37K | Cut−$224.6K |
| Arcadia Wealth Management, LLC | 8.23K | $206.4K | −$2.22K | Cut−$1.11K |
| Procyon Advisors, LLC | 8K | $200.8K | −$2.16K | Cut−$2.16K |
| HARBOUR INVESTMENTS, INC. | 1.76K | $44.1K | −$474 | Cut−$474 |
| CoreCap Advisors, LLC | 1.18K | $29.6K | — | New |
| Root Financial Partners, LLC | 948 | $23.8K | −$256 | Cut−$256 |
| UBS Group AG | 641 | $16.1K | — | New |
| Sound Income Strategies, LLC | 378 | $9.44K | −$79 | Added$4.82K |
| OSAIC HOLDINGS, INC. | 219 | $5.49K | −$59 | Cut−$59 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 23.2K | $581 | — | New |