| Aptus Capital Advisors, LLC | 4.57M | $101.2M | −$217.2K | Added$4.8M |
| Second Line Capital, LLC | 899.2K | $19.9M | −$41.2K | Added$1.6M |
| Talon Private Wealth, LLC | 808.6K | $17.9M | — | Held |
| ENVESTNET ASSET MANAGEMENT INC | 766.2K | $17M | — | New |
| Signal Advisors Wealth, LLC | 753.5K | $16.7M | −$36.5K | Added$476.4K |
| Integrated Wealth Concepts LLC | 745.2K | $16.5M | −$22.3K | Added$6.6M |
| Brookstone Capital Management | 666K | $14.8M | −$32.7K | Added$222.2K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 623.5K | $13.8M | −$31.2K | Cut−$600.3K |
| Sunburst Financial Group, LLC | 546.1K | $12.1M | −$25.2K | Added$908.3K |
| SevenBridge Financial Group, LLC | 379.3K | $8.44M | −$7.11K | Added$516.4K |
| 6th Street Advisors, LLC | 266.3K | $5.9M | — | Held |
| Park Place Capital Corp | 224K | $4.96M | −$9.45K | Added$765.6K |
| Uniting Wealth Partners, LLC | 189.5K | $4.23M | — | New |
| Waterloo Capital, L.P. | 189.8K | $4.2M | −$7.64K | Added$809.7K |
| Financial Guidance Group, Inc. | 170.7K | $3.78M | −$7.85K | Added$302.8K |
| Independent Advisor Alliance | 163.8K | $3.63M | −$3.53K | Added$2.06M |
| SILVER OAK SECURITIES, INCORPORATED | 158.5K | $3.51M | −$7.88K | Cut−$34.3K |
| United Advisor Group, LLC | 151K | $3.34M | −$6.71K | Added$369.7K |
| Lord & Richards Wealth Management, LLC | 120.6K | $2.67M | −$5.95K | Added$26K |
| Cushing Capital Partners, LLC | 120K | $2.66M | −$5.21K | Added$343.6K |
| MBE Wealth Management, LLC | 116.3K | $2.58M | −$5.82K | Cut−$126.1K |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 116.2K | $2.57M | −$5.59K | Added$93.4K |
| Advisory Services Network, LLC | 104.2K | $2.31M | −$3.77K | Added$633.2K |
| Prime Capital Investment Advisors, LLC | 102.9K | $2.28M | −$4.37K | Added$341.1K |
| LPL Financial LLC | 100.2K | $2.22M | −$5.01K | Cut−$321.4K |
| MARIPAU WEALTH MANAGEMENT LLC | 91.7K | $2.03M | −$7.13K | Added$48K |
| Savvy Advisors, Inc. | 75.4K | $1.67M | −$3.78K | Cut−$1.01M |
| Second Half Financial Partners, LLC | 74.9K | $1.66M | −$3.53K | Added$91.4K |
| First Heartland Consultants, Inc. | 72.9K | $1.62M | −$3.59K | Added$22.3K |
| Strong Retirement Solutions LLC | 68.4K | $1.52M | −$3.42K | Cut−$1.04M |
| OSAIC HOLDINGS, INC. | 47.6K | $1.06M | −$2.35K | Cut−$301.2K |
| Orion Porfolio Solutions, LLC | 46.7K | $1.03M | −$2.33K | Cut−$288.8K |
| Atria Investments, Inc | 45.1K | $999.3K | −$2.26K | Cut−$15.7K |
| Regal Investment Advisors LLC | 44.1K | $975.8K | −$2.13K | Added$30.3K |
| RENASANT BANK | 40.5K | $896.8K | −$1.99K | Added$11K |
| John W. Brooker & Co., CPAs | 31.2K | $692K | −$693 | Added$384.5K |
| MML INVESTORS SERVICES, LLC | 29.2K | $647.6K | — | New |
| TrueWealth Advisors, LLC | 21.3K | $470.9K | −$1.07K | Added$1.24K |
| Cyndeo Wealth Partners, LLC | 14K | $311.2K | −$706 | Added$1.42K |
| Brookwood Investment Group LLC | 13.9K | $307.9K | −$695 | Cut−$45.1K |
| OLD MISSION CAPITAL LLC | 13.6K | $301K | −$679 | Cut−$639.9K |
| Arax Advisory Partners | 4.05K | $89.7K | −$202 | Cut−$202 |
| Princeton Global Asset Management LLC | 2.63K | $58.3K | −$131 | Cut−$131 |
| HARBOUR INVESTMENTS, INC. | 1.57K | $34.8K | −$22 | Added$25K |
| Farther Finance Advisors, LLC | 1.57K | $34.7K | −$10 | Added$32K |
| Parallel Advisors, LLC | 715 | $15.8K | −$29 | Added$281 |
| TOTH FINANCIAL ADVISORY CORP | 669 | $14.8K | −$33 | Cut−$64.6K |
| JONES FINANCIAL COMPANIES LLLP | 350 | $7.76K | — | New |
| MORGAN STANLEY | 255 | $5.65K | −$12 | Cut−$50.9K |