| 1 | Merit Financial Group, LLC | $18.6M | 1.0M | Added |
| 2 | Second Half Financial Partners, LLC | $15.6M | 865,716 | Hold |
| 3 | Beaumont Financial Advisors, LLC | $4.6M | 255,691 | Trimmed |
| 4 | STIFEL FINANCIAL CORP | $4.2M | 230,874 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $2.4M | 135,219 | Added |
| 6 | Orion Porfolio Solutions, LLC | $2.4M | 131,717 | New |
| 7 | Sherry Group, Inc. | $1.9M | 106,708 | Added |
| 8 | Brookwood Investment Group LLC | $1.7M | 94,752 | New |
| 9 | Formidable Asset Management, LLC | $1.5M | 81,526 | Added |
| 10 | Kestra Advisory Services, LLC | $1.3M | 74,720 | Added |
| 11 | JANE STREET GROUP, LLC | $1.3M | 71,632 | Added |
| 12 | Camarda Financial Advisors, LLC | $1.2M | 64,286 | Added |
| 13 | Royal Bank of Canada | $1.1M | 60,097 | New |
| 14 | D.A. DAVIDSON & CO. | $1.0M | 56,300 | Added |
| 15 | RPS ADVISORY SOLUTIONS LLC | $899,000 | 49,889 | Trimmed |
| 16 | LPL Financial LLC | $844,953 | 46,890 | New |
| 17 | Balboa Wealth Partners | $781,437 | 43,365 | Trimmed |
| 18 | CAPTRUST FINANCIAL ADVISORS | $772,871 | 42,890 | Trimmed |
| 19 | TRED AVON FAMILY WEALTH, LLC | $720,800 | 40,000 | New |
| 20 | WealthShield Partners, LLC | $696,743 | 38,665 | New |
| 21 | Onyx Bridge Wealth Group LLC | $691,842 | 38,393 | Added |
| 22 | Visionary Wealth Advisors | $650,617 | 36,105 | Added |
| 23 | KESTRA PRIVATE WEALTH SERVICES, LLC | $598,390 | 33,207 | Added |
| 24 | PFG Investments, LLC | $565,176 | 31,364 | Added |
| 25 | ELEVATUS WELATH MANAGEMENT | $527,597 | 29,278 | Trimmed |