| Aptus Capital Advisors, LLC | 1.82M | $48.3M | −$189.5K | Added$2.86M |
| 6th Street Advisors, LLC | 317.2K | $8.44M | — | Held |
| ENVESTNET ASSET MANAGEMENT INC | 268.6K | $7.15M | — | New |
| Park Place Capital Corp | 260.7K | $6.93M | −$27.3K | Added$382.2K |
| Waterloo Capital, L.P. | 161.4K | $4.29M | −$17.8K | Added$25.8K |
| Compass Ion Advisors, LLC | 148.6K | $3.95M | −$5.8K | Added$2.56M |
| Integrated Wealth Concepts LLC | 140.6K | $3.74M | −$12.1K | Added$836.5K |
| SILVER OAK SECURITIES, INCORPORATED | 134.8K | $3.58M | −$27K | Added$165.1K |
| Prime Capital Investment Advisors, LLC | 116.3K | $3.09M | −$10.3K | Added$615.7K |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 86.5K | $2.3M | −$9.16K | Added$103.1K |
| Regal Investment Advisors LLC | 59.7K | $1.59M | −$6.49K | Added$31K |
| Second Line Capital, LLC | 52.6K | $1.4M | −$3.57K | Added$338K |
| Second Half Financial Partners, LLC | 48.3K | $1.28M | −$4.81K | Added$130.6K |
| MBE Wealth Management, LLC | 47.8K | $1.27M | −$3.71K | Added$381.2K |
| Atria Investments, Inc | 39.3K | $1.05M | −$4.35K | Added$2.12K |
| RENASANT BANK | 35.1K | $933.5K | −$3.81K | Added$20K |
| JANE STREET GROUP, LLC | 32.1K | $852.6K | −$1.95K | Added$384.5K |
| Meridian Wealth Management, LLC | 28.4K | $754.2K | −$2.42K | Added$173.1K |
| Grant Street Asset Management, Inc. | 23K | $612.3K | −$2.48K | Added$17.7K |
| OSAIC HOLDINGS, INC. | 14.8K | $394K | −$1.65K | Cut−$63.4K |
| Cushing Capital Partners, LLC | 12.1K | $322.6K | −$1.32K | Added$5.78K |
| Independent Advisor Alliance | 11.6K | $308.5K | — | New |
| United Advisor Group, LLC | 9.58K | $254.8K | — | New |
| HARBOUR INVESTMENTS, INC. | 2.26K | $60.2K | −$73 | Added$42.7K |
| Advisory Services Network, LLC | 2.22K | $59K | — | New |
| Farther Finance Advisors, LLC | 1.11K | $29.5K | — | New |