| BIP Wealth, LLC | 760.9K | $20.2M | −$75.5K | Cut−$2.08M |
| J. L. Bainbridge & Co., Inc. | 682.1K | $18.1M | — | New |
| Crown Wealth Group, LLC | 498.6K | $13.2M | −$47.8K | Added$391.7K |
| BlackRock, Inc. | 400K | $10.6M | −$39.7K | Cut−$39.7K |
| FC Advisory LLC | 153K | $4.07M | −$9.65K | Added$1.47M |
| RAYMOND JAMES FINANCIAL INC | 125K | $3.32M | — | New |
| ASHTON THOMAS SECURITIES, LLC | 98.9K | $2.63M | — | New |
| ENVESTNET ASSET MANAGEMENT INC | 89.7K | $2.38M | −$1.2K | Added$2.06M |
| Ashton Thomas Private Wealth, LLC | 77.8K | $2.07M | — | New |
| Crewe Advisors LLC | 75.7K | $2.01M | −$3.75K | Added$1M |
| Grantvest Financial Group LLC | 64.1K | $1.7M | −$6.36K | Cut−$77.2K |
| MERCER GLOBAL ADVISORS INC /ADV | 55K | $1.46M | −$5.46K | Cut−$5.46K |
| Blue Sky Capital Consultants Group, Inc. | 50.4K | $1.34M | −$4.83K | Added$41.3K |
| ATX Financial Planning, LLC | 43.5K | $1.16M | −$3.45K | Added$227.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34.9K | $927.1K | — | New |
| OLD MISSION CAPITAL LLC | 34K | $902.6K | — | New |
| Encompass More Asset Management | 32.2K | $855.7K | — | New |
| Amplius Wealth Advisors, LLC | 29.6K | $787.7K | −$2.94K | Cut−$2.94K |
| Citadel | 29.6K | $785.6K | −$844 | Added$558.6K |
| Creative Planning | 27.4K | $728.6K | −$2.72K | Cut−$2.72K |
| Smith & Howard Wealth Management, LLC | 23.4K | $622.3K | — | New |
| Cetera Investment Advisers | 22.8K | $605K | −$1.99K | Added$69.4K |
| CROSSPOINT FINANCIAL, LLC | 21.7K | $576.1K | — | New |
| Advisory Services Network, LLC | 20K | $531.5K | — | New |
| Ausdal Financial Partners, Inc. | 19.6K | $521.9K | — | New |
| Strategic Blueprint, LLC | 17.9K | $475.8K | — | New |
| SAGESPRING WEALTH PARTNERS, LLC | 16.9K | $448K | — | New |
| Lido Advisors, LLC | 16.4K | $435.6K | −$1.62K | Cut−$1.62K |
| MIDDLETON & CO INC/MA | 15.3K | $407.9K | −$947 | Added$153.2K |
| Shared Vision Wealth Group LLC | 14.3K | $378.7K | −$2.27K | Cut−$2.27K |
| COMMONWEALTH EQUITY SERVICES, LLC | 13.5K | $359.6K | — | New |
| JANE STREET GROUP, LLC | 11.7K | $310K | — | New |
| ARS Investment Partners, LLC | 9.99K | $265.4K | −$991 | Cut−$991 |
| Kovack Advisors, Inc. | 9.35K | $248.5K | −$956 | Cut−$1.36K |
| OneDigital Investment Advisors LLC | 8.61K | $228.9K | −$855 | Cut−$14.2K |
| Prosperity Consulting Group, LLC | 7.83K | $208K | −$776 | Cut−$776 |
| Patriot Financial Group Insurance Agency, LLC | 7.71K | $204.7K | — | New |
| Farther Finance Advisors, LLC | 2.35K | $62.4K | −$1 | Added$62.1K |
| HARBOUR INVESTMENTS, INC. | 1.68K | $44.7K | — | New |
| Parallel Advisors, LLC | 600 | $15.9K | −$60 | Cut−$60 |
| UBS Group AG | 475 | $12.6K | — | New |
| Bernard Wealth Management Corp. | 371 | $9.86K | −$37 | Cut−$37 |
| IFP Advisors, Inc | 80 | $2.13K | −$3 | Added$1.19K |