| 1 | Merit Financial Group, LLC | $19.5M | 1.1M | Added |
| 2 | Second Half Financial Partners, LLC | $16.0M | 865,716 | Hold |
| 3 | LPL Financial LLC | $11.3M | 611,383 | Added |
| 4 | Foguth Wealth Management, LLC. | $6.9M | 360,403 | New |
| 5 | STIFEL FINANCIAL CORP | $6.3M | 339,396 | Added |
| 6 | Beaumont Financial Advisors, LLC | $4.8M | 257,841 | Added |
| 7 | Navis Wealth Advisors, LLC | $3.1M | 167,995 | New |
| 8 | TRED AVON FAMILY WEALTH, LLC | $2.9M | 159,000 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $2.8M | 151,945 | Added |
| 10 | JANE STREET GROUP, LLC | $2.8M | 149,900 | Added |
| 11 | Sherry Group, Inc. | $2.3M | 121,807 | Added |
| 12 | Larson Financial Group LLC | $2.2M | 116,693 | New |
| 13 | Royal Bank of Canada | $2.0M | 110,486 | Added |
| 14 | Brookwood Investment Group LLC | $1.8M | 96,166 | Added |
| 15 | Kestra Advisory Services, LLC | $1.8M | 95,887 | Added |
| 16 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.6M | 89,283 | Added |
| 17 | Visionary Wealth Advisors | $1.6M | 88,604 | Added |
| 18 | Formidable Asset Management, LLC | $1.6M | 86,047 | Added |
| 19 | Mutual Advisors, LLC | $1.4M | 73,785 | Added |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 70,514 | New |
| 21 | Camarda Financial Advisors, LLC | $1.3M | 69,108 | Added |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 66,304 | New |
| 23 | Janney Montgomery Scott LLC | $1.2M | 62,895 | Added |
| 24 | D.A. DAVIDSON & CO. | $1.2M | 62,886 | Added |
| 25 | CIBC Bancorp USA Inc. | $1.0M | 56,400 | New |