| Avior Wealth Management, LLC | 888K | $32.9M | $54.5K | Added$7.7M |
| TRUE Private Wealth Advisors | 671.5K | $24.9M | $47.4K | Added$2.99M |
| CreativeOne Wealth, LLC | 411.6K | $15.3M | $32.4K | Added$256.8K |
| GeoWealth Management, LLC | 295.5K | $11M | $10.6K | Added$6.06M |
| Sanchez Wealth Management Group | 212K | $7.86M | $16.7K | Added$129.9K |
| ENVESTNET ASSET MANAGEMENT INC | 205.2K | $7.61M | — | New |
| CONTINENTAL INVESTORS SERVICES, INC. | 179.1K | $7.59M | $257.4K | Added$3.83M |
| TRUIST FINANCIAL CORP | 167.1K | $6.27M | — | New |
| Koshinski Asset Management, Inc. | 138.5K | $5.14M | $8.97K | Added$987.6K |
| Arete Wealth Advisors, LLC | 116.4K | $4.31M | $4.3M | Added$4.3M |
| LPL Financial LLC | 107.8K | $4M | $8.24K | Added$190.7K |
| Advisory Services Network, LLC | 78K | $2.89M | $6.22K | Cut−$896.3K |
| Strategic Blueprint, LLC | 73.3K | $2.72M | $5.48K | Added$172.4K |
| M1 Capital Management LLC | 70.4K | $2.61M | $5.26K | Added$175.6K |
| Maia Wealth LLC | 64.5K | $2.39M | −$90.8K | Added$617.4K |
| Balboa Wealth Partners | 63.4K | $2.35M | $4.59K | Added$226.1K |
| Navigation Wealth Management, Inc. | 58.7K | $2.18M | $4.7K | Cut−$24.4K |
| Prosperity Financial Group, Inc. | 51.2K | $1.9M | $4.09K | Cut−$70.7K |
| Bauman Advisory Group, LLC | 47.8K | $1.77M | $3.81K | Cut−$77.7K |
| Advyzon Investment Management, LLC | 45.7K | $1.69M | $2.93K | Added$342.1K |
| Strive Financial Group ,LLC | 45.3K | $1.68M | $3.3K | Added$149.6K |
| Alteri Wealth LLC | 42K | $1.56M | $3.1K | Added$118.5K |
| EJMK Ventures LLC | 40.2K | $1.49M | $3.22K | Cut−$710.9K |
| Ignite Planners, LLC | 32.4K | $1.21M | −$38.9K | Added$66.8K |
| Paragon Private Wealth Management, LLC | 27.2K | $1.01M | $2.16K | Cut−$38.6K |
| Creative Planning | 25.8K | $956.1K | $2.06K | Cut−$160K |
| Faithward Advisors, LLC | 22.3K | $826.1K | $1.42K | Added$169.9K |
| Axim Planning & Wealth | 21.9K | $810.7K | $1.65K | Added$48.1K |
| Sanctuary Advisors, LLC | 21.7K | $804.2K | $1.47K | Added$116.3K |
| Westside Investment Management, Inc. | 20.9K | $777.8K | −$675 | Added$583.5K |
| Stirlingshire Investments, Inc. | 18.5K | $685.4K | −$2.7K | Cut−$4.19K |
| JANE STREET GROUP, LLC | 17.5K | $649K | $1.4K | Cut−$519.1K |
| Simplicity Wealth,LLC | 17.4K | $644.3K | $1.39K | Cut−$7.78K |
| Integrity Wealth Partners, LLC | 15K | $555K | — | Held |
| UNIQUE WEALTH, LLC | 14.8K | $547.9K | $1.1K | Added$37.6K |
| Vise Technologies, Inc. | 14.5K | $534.7K | $0 | Held |
| HARBOUR INVESTMENTS, INC. | 13.1K | $486K | $881 | Added$78.5K |
| Carter Financial Group, INC. | 13.1K | $485.3K | −$1.94K | Cut−$8.2K |
| Rossby Financial, LCC | 10.3K | $386.4K | $4.75K | Added$382 |
| VICTORY FINANCIAL GROUP, LLC | 10K | $371.9K | $803 | Cut−$181.3K |
| Revisor Wealth Management LLC | 9.64K | $357.4K | — | New |
| Summit Financial, LLC | 8.18K | $303.1K | −$1.22K | Cut−$4.01K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.05K | $261.3K | $479 | Added$40K |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | 6.93K | $257K | $554 | Added$554 |
| PNC Financial Services Group, Inc. | 5.99K | $221.9K | $479 | Added$479 |
| Empirical Asset Management, LLC | 5.9K | $218.8K | $441 | Added$12.1K |
| Beacon Pointe Advisors, LLC | 5.69K | $211K | $455 | Added$455 |
| Latitude Advisors, LLC | 5.62K | $208.3K | — | New |
| CoreCap Advisors, LLC | 5.39K | $200K | $273 | Added$73.7K |
| Arax Advisory Partners | 3.78K | $140.2K | $303 | Cut−$1.18K |
| Cornerstone Planning Group LLC | 671 | $28.5K | $2.17K | Added$2.17K |
| WELLS FARGO & COMPANY/MN | 613 | $22.7K | — | New |
| Farther Finance Advisors, LLC | 356 | $13.3K | $173 | Added$210 |
| OSAIC HOLDINGS, INC. | 171 | $6.34K | $13 | Cut−$4.76K |
| Wayfinding Financial, LLC | 149.4K | $5.54K | −$22 | Cut−$81 |
| IFP Advisors, Inc | 102 | $3.78K | $8 | Added$8 |
| ASSETMARK, INC | 99 | $3.67K | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 62 | $2.3K | — | New |
| Steward Partners Investment Advisory, LLC | 40 | $1.48K | $3 | Added$3 |
| Cambridge Investment Research Advisors, Inc. | 29.1K | $1.08K | $3 | Added$124 |