| TRUE Private Wealth Advisors | 1.48M | $38.8M | $390.8K | Cut−$3.46M |
| Quantum Financial Advisors, LLC | 333.4K | $8.75M | $70.4K | Added$1.83M |
| North Star Investment Management Corp. | 196K | $5.14M | $33.3K | Added$1.87M |
| RAYMOND JAMES FINANCIAL INC | 162.4K | $4.26M | — | New |
| Addison Advisors LLC | 108.9K | $2.86M | $27.7K | Added$127.4K |
| BlackRock, Inc. | 100.9K | $2.65M | $21.5K | Added$530.8K |
| CENTRAL TRUST Co | 84.1K | $2.21M | $15.6K | Added$673.4K |
| OSAIC HOLDINGS, INC. | 42.9K | $1.13M | $8.6K | Added$275.6K |
| JIM SAULNIER & ASSOCIATES, LLC | 33.8K | $885.9K | $8.91K | Added$8.91K |
| Penobscot Investment Management Company, Inc. | 33.5K | $879K | $8.84K | Added$8.84K |
| Citadel | 24.2K | $635.1K | $6.39K | Cut−$49.3K |
| Bradley & Co. Private Wealth Management, LLC | 24K | $628.8K | $2.02K | Added$430K |
| GOLDMAN SACHS GROUP INC | 19.2K | $504.8K | $5.08K | Added$5.08K |
| ARK & TLK INVESTMENTS, LLC | 17.9K | $469.9K | $4.73K | Added$4.73K |
| MKT Advisors LLC | 17.5K | $459.3K | $3.83K | Added$3.08K |
| Briggs Wealth Management, Inc | 17.5K | $458.7K | $4.61K | Added$4.62K |
| Cerity Partners LLC | 17.4K | $457K | — | New |
| LPL Financial LLC | 15.1K | $396.9K | $3.85K | Added$18.3K |
| Creative Planning | 13.9K | $364.7K | $3.67K | Added$3.67K |
| 4Thought Financial Group Inc. | 13.4K | $351.7K | — | New |
| Strategic Financial Concepts, LLC | 10.8K | $282.6K | — | New |
| Beacon Pointe Advisors, LLC | 10.3K | $271.1K | $2.73K | Added$2.73K |
| Clark Asset Management, LLC | 10.1K | $265.3K | — | New |
| Farther Finance Advisors, LLC | 4.91K | $128.3K | $679 | Added$24.5K |
| Allworth Financial LP | 2.17K | $57K | $574 | Added$574 |
| McIlrath & Eck, LLC | 1.61K | $42.2K | — | New |
| Parallel Advisors, LLC | 1.14K | $30K | $302 | Added$302 |
| BARRETT & COMPANY, INC. | 1K | $26.2K | $264 | Added$264 |
| Tower Research Capital LLC (TRC) | 981 | $25.7K | — | New |
| Asset Dedication, LLC | 767 | $20.1K | — | New |
| Steward Partners Investment Advisory, LLC | 692 | $18.2K | $124 | Added$6.11K |