| 1 | Tanglewood Wealth Management, Inc. | $31.6M | 1.3M | New |
| 2 | MORGAN STANLEY | $18.4M | 778,673 | New |
| 3 | BANK OF AMERICA CORP /DE/ | $17.2M | 725,818 | New |
| 4 | Royal Bank of Canada | $7.8M | 330,416 | New |
| 5 | Blume Capital Management, Inc. | $7.2M | 305,375 | New |
| 6 | LPL Financial LLC | $5.0M | 209,484 | New |
| 7 | ForthRight Wealth Management, LLC | $4.0M | 168,195 | New |
| 8 | STIFEL FINANCIAL CORP | $3.8M | 161,701 | New |
| 9 | RAYMOND JAMES FINANCIAL INC | $3.1M | 129,851 | New |
| 10 | Pinnacle Financial Partners, Inc. | $2.6M | 108,456 | New |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $2.5M | 107,605 | New |
| 12 | Arkadios Wealth Advisors | $2.5M | 104,207 | New |
| 13 | BLVD Private Wealth, LLC | $2.2M | 92,615 | New |
| 14 | UBS Group AG | $2.1M | 89,772 | New |
| 15 | Cambridge Investment Research Advisors, Inc. | $2.1M | 89,096 | New |
| 16 | CITADEL ADVISORS LLC | $1.5M | 64,586 | New |
| 17 | Mutual Advisors, LLC | $1.3M | 54,124 | New |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $897,919 | 37,962 | New |
| 19 | Cetera Investment Advisers | $665,953 | 28,155 | New |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $620,373 | 26,228 | New |
| 21 | Fifth Third Securities, Inc. | $617,559 | 26,109 | New |
| 22 | Merit Financial Group, LLC | $543,477 | 22,977 | New |
| 23 | MTM FINANCIAL GROUP, LLC | $444,924 | 19,301 | New |
| 24 | Savvy Advisors, Inc. | $427,672 | 18,081 | New |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $422,515 | 17,863 | New |