| HBK Sorce Advisory LLC | 4.43M | $357.4M | $10.9M | Added$20.6M |
| Wealthquest Corp | 415.7K | $30.9M | $0 | Held |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 322.1K | $24.1M | −$320.1K | Added$7.76M |
| CURIO WEALTH, LLC | 115.8K | $8.6M | −$97.1K | Added$681.1K |
| Chicago Partners Investment Group LLC | 95.1K | $7.55M | $240.7K | Added$529.6K |
| Elite Life Management LLC | 81.8K | $6.61M | $199.7K | Added$431.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 48.1K | $3.57M | −$1.39K | Added$1.62M |
| Medallion Wealth Advisors, LLC | 46.8K | $3.47M | −$2.17K | Added$428.8K |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 43K | $3.47M | $96.9K | Added$321.8K |
| Citadel | 17.7K | $1.31M | −$932 | Cut−$1.54M |
| First Financial Group Corp | 17.7K | $1.31M | −$775 | Added$220.6K |
| WPWealth LLP | 16.6K | $1.23M | −$875 | Cut−$875 |
| Vantage Point Financial LLC | 12.2K | $907.4K | −$628 | Cut−$5.16K |
| CARY STREET PARTNERS FINANCIAL LLC | 11.3K | $838.9K | −$535 | Cut−$202.7K |
| EWA, LLC | 10.8K | $804.1K | −$615 | Cut−$298.4K |
| Pinion Investment Advisors, LLC | 10.5K | $779K | −$553 | Cut−$34K |
| American Investment Services, Inc. | 9.21K | $684.3K | −$464 | Cut−$183.8K |
| LPL Financial LLC | 8.64K | $642.1K | −$433 | Added$43K |
| Northwest Bancshares, Inc. | 5.88K | $437.1K | −$310 | Cut−$310 |
| PRIVATE TRUST CO NA | 4.74K | $352.1K | −$250 | Cut−$250 |
| Rockwood Wealth Management, LLC | 3.98K | $295.9K | −$210 | Cut−$210 |
| HighTower Advisors, LLC | 3.78K | $280.9K | −$199 | Added$767 |
| Strategic Investment Solutions, Inc. /IL | 2.96K | $219.8K | −$141 | Added$602 |
| BNP PARIBAS FINANCIAL MARKETS | 1.96K | $145.4K | −$81 | Added$31.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.72K | $127.4K | — | New |
| Signature Resources Capital Management, LLC | 1.5K | $111.4K | −$79 | Cut−$79 |
| CWM, LLC | 1.08K | $80K | $79.9K | Added$79.9K |
| HARBOUR INVESTMENTS, INC. | 895 | $66.5K | — | New |
| Farther Finance Advisors, LLC | 616 | $46K | — | New |
| OSAIC HOLDINGS, INC. | 555 | $41.2K | −$25 | Added$4.06K |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 525 | $39K | −$4 | Added$7.95K |
| ASSETMARK, INC | 378 | $28.1K | −$4 | Added$23.7K |
| Crews Bank & Trust | 325 | $24.1K | — | New |
| Allworth Financial LP | 137 | $10.2K | −$47 | Added$27 |
| PNC Financial Services Group, Inc. | 125 | $9.29K | −$7 | Cut−$23.9K |
| MORGAN STANLEY | 114 | $8.47K | −$6 | Cut−$64.8K |
| ELEVATE WEALTH ADVISORY, INC | 70 | $5.2K | −$4 | Cut−$78 |
| M Holdings Securities, Inc. | 67.9K | $5.05K | −$4 | Cut−$4 |
| Colonial Trust Co / SC | 56 | $4.16K | −$3 | Cut−$3 |
| CITIGROUP INC | 32 | $2.38K | −$2 | Cut−$76 |
| Betterment LLC | 3.09K | $230 | — | New |
| JPMORGAN CHASE & CO | 0 | $12 | — | Held |