| Aptus Capital Advisors, LLC | 2.73M | $135.2M | −$5.14M | Cut−$7.94M |
| ENVESTNET ASSET MANAGEMENT INC | 580K | $28.7M | — | New |
| Second Line Capital, LLC | 437.3K | $23.6M | $1.18M | Added$1.13M |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 414.4K | $20.5M | −$769.4K | Cut−$516.6K |
| Signal Advisors Wealth, LLC | 308.7K | $15.3M | −$563.6K | Cut−$122K |
| Park Place Capital Corp | 293.4K | $14.5M | −$534.9K | Cut−$95.2K |
| Waterloo Capital, L.P. | 258.7K | $12.8M | −$486.4K | Cut−$705.2K |
| 6th Street Advisors, LLC | 215K | $10.6M | — | Held |
| Bienville Capital Management, LLC | 161.4K | $7.98M | −$303.4K | Cut−$524.2K |
| SILVER OAK SECURITIES, INCORPORATED | 100K | $4.94M | −$219.5K | Cut−$845.3K |
| MBE Wealth Management, LLC | 91K | $4.5M | −$171.1K | Cut−$198.4K |
| Strong Retirement Solutions LLC | 77.9K | $3.85M | −$146.5K | Cut−$845.8K |
| Lord & Richards Wealth Management, LLC | 71.6K | $3.54M | −$133.9K | Cut−$112.5K |
| Independent Advisor Alliance | 63.1K | $3.12M | −$51.6K | Added$1.71M |
| RAYMOND JAMES FINANCIAL INC | 57.9K | $2.86M | −$103.6K | Added$31.5K |
| MARIPAU WEALTH MANAGEMENT LLC | 53.8K | $2.66M | −$94.5K | Added$127.7K |
| RENASANT BANK | 44.5K | $2.2M | −$83.7K | Cut−$251.7K |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 42.3K | $2.09M | −$77.2K | Cut−$14.5K |
| Regal Investment Advisors LLC | 39.6K | $1.96M | −$72.2K | Cut−$11.1K |
| Integrated Wealth Concepts LLC | 35.1K | $1.74M | −$57.6K | Added$163.4K |
| Cushing Capital Partners, LLC | 33.8K | $1.67M | −$62.3K | Cut−$29.9K |
| United Advisor Group, LLC | 28.5K | $1.41M | −$49.9K | Added$50K |
| LPL Financial LLC | 27.2K | $1.34M | −$51.2K | Cut−$458.8K |
| Atria Investments, Inc | 26.2K | $1.29M | −$49.2K | Cut−$145.1K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 26K | $1.29M | −$48.1K | Cut−$25.7K |
| Second Half Financial Partners, LLC | 24.7K | $1.22M | −$42.6K | Added$60.4K |
| Savvy Advisors, Inc. | 23.1K | $1.14M | −$43.5K | Cut−$1.69M |
| Advisory Services Network, LLC | 22.5K | $1.11M | −$40.7K | Added$1.97K |
| OLD MISSION CAPITAL LLC | 19.1K | $946.3K | −$35.2K | Cut−$13.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18.7K | $923.3K | −$8.7K | Added$686K |
| Formidable Asset Management, LLC | 14K | $716K | $3.43K | Cut−$54.1K |
| RFG Advisory, LLC | 13.9K | $685.9K | — | New |
| BROGAN FINANCIAL, INC. | 12.6K | $620.9K | −$22.9K | Cut−$3.84K |
| Brookwood Investment Group LLC | 4.8K | $237.3K | −$9.02K | Cut−$9.02K |
| Retirement Planning Group, LLC | 4.21K | $208.3K | −$7.94K | Cut−$235.8K |
| JPMORGAN CHASE & CO | 2.87K | $138.9K | −$8.47K | Cut−$8.47K |
| Farther Finance Advisors, LLC | 2.01K | $99.8K | — | New |
| Golden State Equity Partners | 1.9K | $93.7K | — | New |
| Capital Investment Advisory Services, LLC | 1.41K | $69.5K | — | New |
| HARBOUR INVESTMENTS, INC. | 1.27K | $62.9K | −$647 | Added$45.2K |
| Princeton Global Asset Management LLC | 1.1K | $54.2K | −$2.06K | Cut−$2.06K |
| ROYAL BANK OF CANADA | 600 | $30K | −$1,000 | Cut−$1K |
| OSAIC HOLDINGS, INC. | 469 | $23.2K | −$883 | Cut−$883 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 294 | $14.5K | −$553 | Cut−$5.79K |
| Parallel Advisors, LLC | 211 | $10.4K | −$390 | Cut−$390 |
| SIGNATUREFD, LLC | 123 | $6.06K | — | New |
| CoreCap Advisors, LLC | 117 | $5.79K | −$220 | Cut−$220 |
| JONES FINANCIAL COMPANIES LLLP | 108 | $5.25K | — | New |
| WealthShield Partners, LLC | 93 | $4.6K | −$174 | Cut−$1.76K |
| CWM, LLC | 44 | $2.17K | $2.17K | Added$2.17K |
| MORGAN STANLEY | 2 | $104 | −$20 | Cut−$20 |
| WELLS FARGO & COMPANY/MN | 1 | $52 | $12 | Added$12 |