| CreativeOne Wealth, LLC | 224.9K | $6.2M | −$502.3K | Cut−$2.78M |
| GeoWealth Management, LLC | 164.4K | $4.53M | −$103.4K | Added$3.15M |
| ENVESTNET ASSET MANAGEMENT INC | 144.8K | $3.99M | −$35.5K | Added$3.52M |
| TRUIST FINANCIAL CORP | 133.5K | $3.68M | — | New |
| Arete Wealth Advisors, LLC | 130.5K | $3.6M | $3.59M | Added$3.59M |
| Prosperity Financial Group, Inc. | 127.9K | $3.53M | −$285.6K | Cut−$433.4K |
| CONTINENTAL INVESTORS SERVICES, INC. | 103.3K | $3.27M | $32.2K | Added$2.51M |
| GOLDMAN SACHS GROUP INC | 86.8K | $2.39M | — | New |
| Strive Financial Group ,LLC | 81.7K | $2.25M | −$166.5K | Added$31.1K |
| Strategic Blueprint, LLC | 71.4K | $1.97M | −$146.8K | Added$9.46K |
| M1 Capital Management LLC | 56.3K | $1.55M | −$114.8K | Added$19K |
| AXXCESS WEALTH MANAGEMENT, LLC | 48.6K | $1.34M | −$24.8K | Added$1.01M |
| CoreCap Advisors, LLC | 46.5K | $1.28M | −$84.5K | Added$160.2K |
| Advisory Services Network, LLC | 34.1K | $941.4K | −$35K | Added$474.3K |
| Axim Planning & Wealth | 32.8K | $904.8K | −$65.5K | Added$30.5K |
| Koshinski Asset Management, Inc. | 32.7K | $900.5K | −$57.5K | Added$133.6K |
| Advyzon Investment Management, LLC | 26.1K | $720.2K | −$44.8K | Added$122.6K |
| Vise Technologies, Inc. | 22.4K | $667.8K | $0 | Held |
| Hardworking Capital Advisors, LLC | 23.1K | $636.6K | −$50.1K | Cut−$31.5K |
| EJMK Ventures LLC | 21.7K | $597.6K | −$48.4K | Cut−$410.5K |
| TRUE Private Wealth Advisors | 21.6K | $596.7K | −$46.4K | Cut−$22K |
| Balboa Wealth Partners | 21.1K | $580.3K | −$31.1K | Added$165.3K |
| Navigation Wealth Management, Inc. | 18.2K | $501.8K | −$36.1K | Added$19.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16.5K | $454.4K | −$20.6K | Added$179.9K |
| VICTORY FINANCIAL GROUP, LLC | 16K | $441.6K | −$35.8K | Cut−$261.7K |
| Revisor Wealth Management LLC | 15.4K | $424.5K | −$15.9K | Added$209.3K |
| Alteri Wealth LLC | 14.5K | $400.5K | −$32.3K | Cut−$30.8K |
| Faithward Advisors, LLC | 12.8K | $352.7K | −$20.8K | Added$75.2K |
| Sanctuary Advisors, LLC | 11.9K | $327.9K | — | New |
| Creative Planning | 11.2K | $309.5K | −$25.1K | Cut−$113.2K |
| HighTower Advisors, LLC | 11K | $304.2K | — | New |
| Paragon Private Wealth Management, LLC | 9.08K | $250.3K | −$15.8K | Added$40.1K |
| Concurrent Investment Advisors, LLC | 8.11K | $223.6K | — | New |
| PNC Financial Services Group, Inc. | 5.19K | $143K | — | New |
| Rossby Financial, LCC | 2.41K | $67.3K | −$4.48K | Cut−$5.1K |
| Arax Advisory Partners | 1.32K | $36.5K | −$2.01K | Added$9.65K |
| HARBOUR INVESTMENTS, INC. | 778 | $21.4K | −$576 | Added$13.8K |
| Sunbelt Securities, Inc. | 490 | $13.5K | — | New |
| Cornerstone Planning Group LLC | 236 | $7.33K | $174 | Added$2.6K |
| Wayfinding Financial, LLC | 24.3K | $670 | −$55 | Cut−$70 |
| IFP Advisors, Inc | 24 | $662 | −$53 | Cut−$53 |
| ASSETMARK, INC | 23 | $634 | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13 | $358 | — | New |
| Cambridge Investment Research Advisors, Inc. | 11.1K | $307 | −$24 | Cut−$11 |