| Aptus Capital Advisors, LLC | 3.81M | $137.3M | −$4.91M | Added$22.5M |
| Integrated Wealth Concepts LLC | 2.56M | $92.2M | −$3.34M | Added$14.1M |
| Second Line Capital, LLC | 497.9K | $19.9M | $743K | Added$8.05M |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 479.5K | $17.3M | −$732.6K | Added$171.5K |
| ENVESTNET ASSET MANAGEMENT INC | 475.8K | $17.2M | — | New |
| Park Place Capital Corp | 458.8K | $16.5M | −$326.3K | Added$8.92M |
| 6th Street Advisors, LLC | 315.5K | $11.4M | — | Held |
| Waterloo Capital, L.P. | 216.4K | $7.8M | −$346.1K | Cut−$283.4K |
| Signal Advisors Wealth, LLC | 208K | $7.5M | −$258.3K | Added$1.47M |
| MBE Wealth Management, LLC | 142K | $5.12M | −$228.5K | Cut−$220.9K |
| SILVER OAK SECURITIES, INCORPORATED | 140.8K | $5.08M | −$254.6K | Cut−$100.2K |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 77.6K | $2.8M | −$116.4K | Added$78.8K |
| Independent Advisor Alliance | 77.2K | $2.78M | −$42.5K | Added$1.79M |
| RENASANT BANK | 76.2K | $2.75M | −$64.7K | Added$1.24M |
| Atria Investments, Inc | 71.3K | $2.57M | −$102.1K | Added$186.5K |
| Prime Capital Investment Advisors, LLC | 69K | $2.49M | −$92.6K | Added$323.5K |
| MARIPAU WEALTH MANAGEMENT LLC | 60.7K | $2.19M | −$90.5K | Added$75.4K |
| Second Half Financial Partners, LLC | 52.1K | $1.88M | −$78.3K | Added$48.5K |
| Regal Investment Advisors LLC | 49.3K | $1.78M | −$48.7K | Added$640.1K |
| Lord & Richards Wealth Management, LLC | 45.1K | $1.63M | −$69.6K | Cut−$1.7K |
| Cushing Capital Partners, LLC | 41.2K | $1.49M | −$66K | Cut−$56.5K |
| RFG Advisory, LLC | 37.1K | $1.34M | — | New |
| LPL Financial LLC | 21.5K | $773.6K | −$34.6K | Cut−$751.9K |
| JANE STREET GROUP, LLC | 13.3K | $479.6K | −$21.4K | Cut−$288.9K |
| OSAIC HOLDINGS, INC. | 7.46K | $268.9K | −$12K | Cut−$25K |
| Advisory Services Network, LLC | 6.67K | $240.7K | — | New |
| Gibbs Wealth Management | 5.79K | $208.7K | −$12.4K | Cut−$12.4K |
| MORRIS FINANCIAL CONCEPTS, INC. | 4.91K | $177.2K | −$7.92K | Cut−$7.92K |
| Farther Finance Advisors, LLC | 2.75K | $100.1K | — | New |
| HARBOUR INVESTMENTS, INC. | 2.68K | $96.6K | −$1.14K | Added$70K |
| Capital Investment Advisory Services, LLC | 2.21K | $79.8K | — | New |
| WHITTIER TRUST CO | 1.03K | $37.6K | −$1.51K | Cut−$1.51K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 415 | $15K | −$666 | Cut−$594 |
| JPMORGAN CHASE & CO | 353 | $12.4K | −$946 | Cut−$946 |
| Allworth Financial LP | 269 | $9.7K | −$433 | Cut−$433 |
| SIGNATUREFD, LLC | 266 | $9.6K | — | New |