| Aptus Capital Advisors, LLC | 7.35M | $181.3M | $2.42M | Added$8.02M |
| Integrated Wealth Concepts LLC | 4.52M | $111.5M | $1.08M | Added$34.5M |
| ENVESTNET ASSET MANAGEMENT INC | 1.67M | $41.3M | — | New |
| Second Line Capital, LLC | 1.39M | $37.2M | $3.27M | Added$4.14M |
| Park Place Capital Corp | 1.09M | $27M | $353K | Added$1.74M |
| Waterloo Capital, L.P. | 973K | $24M | $330.8K | Added$235.1K |
| 6th Street Advisors, LLC | 566.4K | $14M | — | Held |
| SWS Partners | 546.1K | $13.5M | $183.2K | Added$360.4K |
| Signal Advisors Wealth, LLC | 347.9K | $8.58M | $96.3K | Added$1.69M |
| MBE Wealth Management, LLC | 322.5K | $7.96M | $109.7K | Cut−$146.7K |
| Independent Advisor Alliance | 294.5K | $7.27M | $32.6K | Added$4.93M |
| SILVER OAK SECURITIES, INCORPORATED | 265.5K | $6.55M | $45.7K | Cut−$1.17M |
| Prime Capital Investment Advisors, LLC | 184.9K | $4.56M | $48K | Added$1.13M |
| RENASANT BANK | 179.6K | $4.43M | $61.1K | Cut−$9.21K |
| Regal Investment Advisors LLC | 129K | $3.18M | $42.8K | Added$113.9K |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 125.6K | $3.1M | $41.3K | Added$141.5K |
| Cushing Capital Partners, LLC | 111.7K | $2.76M | $38K | Cut−$178K |
| MARIPAU WEALTH MANAGEMENT LLC | 92.8K | $2.29M | $28.9K | Added$171.7K |
| Atria Investments, Inc | 89.9K | $2.22M | $30.6K | Cut−$91K |
| Second Half Financial Partners, LLC | 72.4K | $1.79M | $22.8K | Added$152.1K |
| Lord & Richards Wealth Management, LLC | 68.5K | $1.69M | $22.5K | Added$78.9K |
| RFG Advisory, LLC | 47.7K | $1.18M | — | New |
| LPL Financial LLC | 33.4K | $824.9K | $11.4K | Cut−$613.8K |
| Talon Private Wealth, LLC | 31.4K | $773.7K | — | Held |
| OSAIC HOLDINGS, INC. | 22.4K | $553.1K | $7.62K | Cut−$32.9K |
| Advisory Services Network, LLC | 20.5K | $505.7K | $6.44K | Added$45K |
| Financial Guidance Group, Inc. | 15.9K | $392.4K | $3.37K | Added$151.4K |
| John W. Brooker & Co., CPAs | 14.3K | $353.7K | $3.01K | Added$138K |
| XY Planning Network, Inc. | 9.73K | $245.4K | — | New |
| Retirement Planning Group, LLC | 9.91K | $244.4K | $3.38K | Cut−$321.8K |
| JANE STREET GROUP, LLC | 9.33K | $230.2K | $3.17K | Cut−$307.6K |
| BOKF, NA | 5.72K | $141.1K | $1.94K | Added$1.95K |
| Capital Investment Advisory Services, LLC | 5.31K | $130.9K | — | New |
| WHITTIER TRUST CO | 4.79K | $120.3K | $191 | Added$191 |
| Farther Finance Advisors, LLC | 3.83K | $96.6K | — | New |
| HARBOUR INVESTMENTS, INC. | 3.4K | $83.9K | — | New |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1.51K | $37.4K | — | New |
| MORRIS FINANCIAL CONCEPTS, INC. | 1.38K | $34K | $470 | Added$470 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 605 | $14.9K | $205 | Cut−$8.8K |
| SIGNATUREFD, LLC | 432 | $10.7K | — | New |
| Allworth Financial LP | 330 | $8.14K | $113 | Added$113 |
| UBS Group AG | 171 | $4.22K | — | New |
| CoreCap Advisors, LLC | 102 | $2.52K | $35 | Added$35 |
| JPMORGAN CHASE & CO | 8 | $191 | −$4 | Cut−$4 |
| MORGAN STANLEY | 1 | $42 | $0 | Held |