| 1 | KFG WEALTH MANAGEMENT, LLC | $66.4M | 2.6M | Added |
| 2 | SUN LIFE FINANCIAL INC | $49.6M | 2.0M | Hold |
| 3 | FIFTH THIRD BANCORP | $36.8M | 1.3M | Hold |
| 4 | Uniting Wealth Partners, LLC | $34.5M | 1.4M | New |
| 5 | Midwest Trust Co | $22.8M | 817,506 | Added |
| 6 | Long Island Wealth Management, Inc. | $12.7M | 505,604 | New |
| 7 | Aptus Capital Advisors, LLC | $7.3M | 291,261 | Added |
| 8 | GUARDIAN WEALTH ADVISORS, LLC / NC | $6.3M | 251,781 | Added |
| 9 | Integrated Wealth Concepts LLC | $6.0M | 240,225 | New |
| 10 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $5.9M | 233,709 | Added |
| 11 | Polar Asset Management Partners Inc. | $4.9M | 200,000 | New |
| 12 | Cornerstone Wealth Group, LLC | $3.2M | 120,575 | Added |
| 13 | Kovack Advisors, Inc. | $2.3M | 90,602 | Added |
| 14 | FFG RETIREMENT ADVISORS LLC | $2.2M | 80,704 | Trimmed |
| 15 | OLD MISSION CAPITAL LLC | $1.9M | 93,095 | Added |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 59,403 | Added |
| 17 | JANE STREET GROUP, LLC | $1.2M | 50,321 | Trimmed |
| 18 | LPL Financial LLC | $735,286 | 26,819 | Trimmed |
| 19 | Royal Bank of Canada | $727,000 | 28,975 | Trimmed |
| 20 | Intrua Financial, LLC | $625,098 | 22,800 | Trimmed |
| 21 | First Heartland Consultants, Inc. | $517,854 | 20,634 | New |
| 22 | Cyndeo Wealth Partners, LLC | $501,627 | 20,000 | New |
| 23 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | $416,461 | 16,594 | New |
| 24 | Atria Investments, Inc | $252,402 | 10,057 | New |
| 25 | Meridian Wealth Management, LLC | $245,148 | 9,768 | New |