| J. L. Bainbridge & Co., Inc. | 1.4M | $37.5M | −$186.4K | Cut−$11.9M |
| Client First Capital LLC | 145.3K | $3.9M | −$19.4K | Cut−$1.16M |
| RAYMOND JAMES FINANCIAL INC | 92.3K | $2.47M | −$12.3K | Cut−$76.5K |
| FC Advisory LLC | 80.8K | $2.17M | −$10.8K | Cut−$10.8K |
| Grantvest Financial Group LLC | 74.4K | $2M | −$9.91K | Cut−$196.2K |
| BIP Wealth, LLC | 56.7K | $1.52M | −$7.56K | Cut−$2.92M |
| Amplius Wealth Advisors, LLC | 48.1K | $1.29M | −$6.41K | Cut−$6.41K |
| ENVESTNET ASSET MANAGEMENT INC | 44.2K | $1.18M | −$3.98K | Added$380.3K |
| Crewe Advisors LLC | 38.1K | $1.02M | −$5.08K | Cut−$5.08K |
| JIM SAULNIER & ASSOCIATES, LLC | 36.1K | $969.4K | −$4.82K | Cut−$4.82K |
| OLD MISSION CAPITAL LLC | 30.2K | $810.5K | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28.9K | $773.9K | −$3.85K | Cut−$609.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | 27.8K | $745.1K | −$3.7K | Cut−$3.7K |
| Blue Sky Capital Consultants Group, Inc. | 23.3K | $625.1K | −$3.11K | Cut−$3.11K |
| Kestra Advisory Services, LLC | 21.5K | $576.5K | −$2.11K | Added$148.4K |
| Tradition Wealth Management, LLC | 21.1K | $566.3K | −$2.81K | Cut−$25K |
| ARS Investment Partners, LLC | 19.9K | $533.8K | −$2.65K | Cut−$2.65K |
| Lifestyle Asset Management, Inc. | 16.8K | $451.9K | −$2.25K | Cut−$5.72K |
| Crown Wealth Group, LLC | 16.8K | $449.3K | −$2.23K | Cut−$361.9K |
| Clear Creek Financial Management, LLC | 15.4K | $411.9K | — | New |
| Kovack Advisors, Inc. | 14.8K | $396.5K | −$1.94K | Cut−$1.97K |
| Creative Planning | 14K | $375.3K | −$1.87K | Cut−$1.87K |
| Ausdal Financial Partners, Inc. | 11.6K | $311.1K | −$1.55K | Cut−$1.55K |
| Investment Partners Asset Management, Inc. | 8.52K | $228.6K | −$1.09K | Added$8.57K |
| Farther Finance Advisors, LLC | 7.49K | $201.3K | — | New |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 7.29K | $200.1K | — | New |
| Spire Wealth Management | 7.2K | $193K | −$1.01K | Cut−$959 |
| AE Wealth Management LLC | 4.07K | $109.1K | −$532 | Cut−$13.5K |
| Advisory Services Network, LLC | 1K | $26.8K | — | New |
| Elevated Capital Advisors, LLC | 174 | $4.67K | −$22 | Cut−$12.8K |
| UBS Group AG | 172 | $4.61K | — | New |
| IFP Advisors, Inc | 51 | $1.37K | −$7 | Cut−$7 |
| Kingdom Financial Group LLC. | 1 | $23 | $0 | Held |
| Lloyd Advisory Services, LLC. | 1 | $23 | — | New |