| 1 | RAYMOND JAMES FINANCIAL INC | $72.4M | 2.4M | Added |
| 2 | Merit Financial Group, LLC | $20.6M | 689,804 | Added |
| 3 | CARY STREET PARTNERS FINANCIAL LLC | $12.9M | 431,208 | New |
| 4 | Royal Bank of Canada | $11.8M | 393,794 | Added |
| 5 | LPL Financial LLC | $11.1M | 372,933 | Added |
| 6 | Visionary Wealth Advisors | $6.1M | 205,799 | Added |
| 7 | BANK OF MONTREAL /CAN/ | $5.8M | 193,466 | Added |
| 8 | OSAIC HOLDINGS, INC. | $5.7M | 191,596 | Added |
| 9 | SAGESPRING WEALTH PARTNERS, LLC | $2.8M | 94,839 | Added |
| 10 | Cassady Wealth & Retirement Planning, LLC | $1.7M | 57,312 | Added |
| 11 | Janney Montgomery Scott LLC | $1.4M | 48,574 | Added |
| 12 | Steward Partners Investment Advisory, LLC | $1.3M | 43,189 | Trimmed |
| 13 | JPMORGAN CHASE & CO | $1.2M | 41,517 | New |
| 14 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $1.2M | 40,176 | New |
| 15 | CAP Partners, LLC | $1.1M | 37,553 | Added |
| 16 | Sigma Planning Corp | $1.1M | 35,514 | Trimmed |
| 17 | Stratos Wealth Partners, LTD. | $983,361 | 32,954 | Trimmed |
| 18 | STIFEL FINANCIAL CORP | $960,547 | 32,189 | Added |
| 19 | Tactive Advisors, LLC | $793,058 | 26,577 | Added |
| 20 | Souders Financial Advisors | $754,809 | 25,295 | Added |
| 21 | UBS Group AG | $713,683 | 23,917 | Added |
| 22 | GREAT VALLEY ADVISOR GROUP, INC. | $707,657 | 23,715 | Added |
| 23 | JANE STREET GROUP, LLC | $662,269 | 22,194 | New |
| 24 | Private Advisor Group, LLC | $612,795 | 20,536 | Added |
| 25 | NewEdge Advisors, LLC | $377,995 | 12,667 | Trimmed |