| BANK OF AMERICA CORP /DE/ | 950K | $23.3M | −$1.54M | Cut−$1.54M |
| PRINCIPAL SECURITIES, INC. | 910.3K | $22.3M | −$708.6K | Added$10.9M |
| AE Wealth Management LLC | 591K | $14.5M | −$705.7K | Added$3.11M |
| ENVESTNET ASSET MANAGEMENT INC | 451.2K | $11.1M | −$393.1K | Added$4.72M |
| Mid-American Wealth Advisory Group, Inc. | 390.7K | $10.2M | $0 | Held |
| CreativeOne Wealth, LLC | 323.1K | $7.93M | −$434.6K | Added$912.5K |
| Elevated Capital Advisors, LLC | 288K | $7.07M | −$300.5K | Added$2.21M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 271.4K | $6.66M | −$157.4K | Added$4.12M |
| Prime Capital Investment Advisors, LLC | 247.3K | $6.07M | — | New |
| Brookstone Capital Management | 202.1K | $4.96M | −$266.8K | Added$651.7K |
| Global View Capital Management LLC | 163.7K | $4.02M | — | New |
| Key Capital Management, INC | 155.9K | $3.83M | −$138.3K | Added$1.59M |
| Strategic Blueprint, LLC | 146.3K | $3.59M | −$142.2K | Added$1.29M |
| RiverTree Advisors, LLC | 126.6K | $3.11M | — | New |
| HOWARD BAILEY SECURITIES, LLC | 116.9K | $2.87M | −$110.4K | Added$1.09M |
| Brookwood Investment Group LLC | 111.1K | $2.73M | −$114.1K | Added$882.9K |
| Farther Finance Advisors, LLC | 107.5K | $2.62M | −$96K | Added$1.19M |
| Tradition Wealth Management, LLC | 93.9K | $2.3M | — | New |
| B.O.S.S. Retirement Advisors, LLC | 91K | $2.23M | −$90.4K | Added$772.4K |
| PRIVATE CLIENT SERVICES, LLC | 82.3K | $2.02M | — | New |
| Park Edge Advisors, LLC | 81.5K | $2M | −$104.8K | Added$307.7K |
| FSA Advisors, Inc. | 80.5K | $1.98M | −$82.3K | Added$647.3K |
| Networth Advisors, LLC | 69.7K | $1.71M | −$86.8K | Added$309.6K |
| Beacon Capital Management, LLC | 64.9K | $1.59M | −$105.1K | Cut−$156.8K |
| Altiora Financial Group, LLC | 63.3K | $1.55M | — | New |
| Authentikos Wealth Advisory, LLC | 59.4K | $1.46M | −$67.1K | Added$375K |
| Professional Financial Advisors, LLC | 57.6K | $1.41M | — | New |
| Blackston Financial Advisory Group, LLC | 47.2K | $1.16M | −$42.2K | Added$475.8K |
| Cetera Investment Advisers | 46.6K | $1.14M | −$75.6K | Cut−$176.8K |
| IAMS WEALTH MANAGEMENT, LLC | 44.6K | $1.1M | — | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 44K | $1.08M | −$68.8K | Cut−$31.1K |
| Millington Financial Advisors, LLC | 37.2K | $948.2K | −$12.6K | Added$282.9K |
| Citadel | 38.2K | $938.2K | — | New |
| Owen LaRue, LLC | 33.4K | $819.6K | −$54.1K | Cut−$723K |
| WealthCare Asset Management, LLC | 26.3K | $645.7K | — | New |
| Triad Wealth Partners, LLC | 17.9K | $438.1K | −$24.9K | Added$35.8K |
| Kingsview Wealth Management, LLC | 17K | $416.1K | — | New |
| Mosley Wealth Management | 13.5K | $355.1K | $790 | Cut−$143.8K |
| ISLAY CAPITAL MANAGEMENT, LLC | 13.3K | $325.8K | −$6.93K | Added$213.9K |
| Advisory Services Network, LLC | 12.8K | $313.8K | −$18.5K | Added$14.7K |
| CAP Partners, LLC | 11.6K | $285.3K | — | New |
| EVOLUTION WEALTH MANAGEMENT INC. | 11.2K | $275K | −$13.1K | Added$64.2K |
| Decker Retirement Planning Inc. | 10.5K | $256.7K | −$11.6K | Added$69.6K |
| Crusonia Wealth Advisors LLC | 10.1K | $247.7K | — | New |
| Legacy Wealth Managment, LLC/ID | 9.78K | $239.9K | −$13.4K | Added$23.1K |
| Noble Wealth Management PBC | 9.61K | $235.7K | −$15.6K | Cut−$110.9K |
| NBC SECURITIES, INC. | 8.88K | $218K | −$7.6K | Added$95.1K |
| POM Investment Strategies, LLC | 7.05K | $173.1K | −$11.4K | Cut−$3.27M |
| ROYAL BANK OF CANADA | 4.1K | $101K | −$6.39K | Cut−$4K |
| CWM, LLC | 3.68K | $90.3K | — | New |
| Steward Partners Investment Advisory, LLC | 550 | $13.5K | −$891 | Cut−$24.4K |
| Sound Income Strategies, LLC | 352 | $8.59K | −$676 | Cut−$16.6K |
| SIGNATUREFD, LLC | 42 | $1.02K | −$59 | Cut−$35 |
| OSAIC HOLDINGS, INC. | 32 | $785 | −$52 | Cut−$52 |
| HRT FINANCIAL LP | 9.03K | $221 | — | New |
| MORGAN STANLEY | 2 | $57 | — | New |
| WELLS FARGO & COMPANY/MN | 2 | $39 | −$9 | Cut−$9 |