| Aptus Capital Advisors, LLC | 1.91M | $48.8M | −$2.45M | Cut−$4.54M |
| ENVESTNET ASSET MANAGEMENT INC | 590.5K | $15.1M | — | New |
| Park Place Capital Corp | 574K | $14.6M | −$676.3K | Added$486.7K |
| Signal Advisors Wealth, LLC | 444.1K | $11.3M | −$443.7K | Added$2.04M |
| Waterloo Capital, L.P. | 405K | $10.3M | −$518.4K | Cut−$590.4K |
| Uniting Wealth Partners, LLC | 265.1K | $6.78M | −$304.8K | Added$85.1K |
| 6th Street Advisors, LLC | 179.8K | $4.59M | — | Held |
| Financial Guidance Group, Inc. | 160.5K | $4.09M | −$178.9K | Added$348.9K |
| MARIPAU WEALTH MANAGEMENT LLC | 129.6K | $3.31M | −$153.7K | Added$107.8K |
| Lord & Richards Wealth Management, LLC | 108.6K | $2.77M | −$133.1K | Cut−$14.6K |
| Second Line Capital, LLC | 93.6K | $2.53M | $22.7K | Added$572.3K |
| MBE Wealth Management, LLC | 91.7K | $2.34M | −$106.5K | Added$108.9K |
| SILVER OAK SECURITIES, INCORPORATED | 88.4K | $2.25M | −$132.4K | Cut−$42.9K |
| RENASANT BANK | 77.6K | $1.98M | −$98.8K | Cut−$88.1K |
| Cushing Capital Partners, LLC | 77.3K | $1.97M | −$98.9K | Cut−$412.7K |
| Regal Investment Advisors LLC | 50K | $1.27M | −$61.9K | Cut−$19.6K |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 29K | $740.4K | −$35.7K | Cut−$5.51K |
| Atria Investments, Inc | 25.9K | $661.2K | −$22.8K | Added$183.3K |
| JANE STREET GROUP, LLC | 15.1K | $384K | — | New |
| Strong Retirement Solutions LLC | 9.4K | $239.7K | — | New |
| Advisory Services Network, LLC | 8.91K | $227.2K | −$11.4K | Cut−$27.8K |
| Independent Advisor Alliance | 8.2K | $209.2K | — | New |
| Capital Investment Advisory Services, LLC | 4.81K | $122.7K | — | New |
| Farther Finance Advisors, LLC | 1.31K | $33.7K | — | New |
| HARBOUR INVESTMENTS, INC. | 1.24K | $31.7K | — | New |
| Princeton Global Asset Management LLC | 1.13K | $28.8K | — | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | $179 | −$8 | Cut−$8 |