| 1 | Jaffetilchin Investment Partners, LLC | $10.4M | 90,139 | Added |
| 2 | Noble Family Wealth, LLC | $10.2M | 88,075 | Trimmed |
| 3 | MORGAN STANLEY | $9.3M | 80,758 | Added |
| 4 | LPL Financial LLC | $5.9M | 50,753 | Added |
| 5 | OSAIC HOLDINGS, INC. | $3.6M | 30,859 | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $3.2M | 27,909 | Added |
| 7 | Salomon & Ludwin, LLC | $3.0M | 25,283 | Trimmed |
| 8 | Royal Bank of Canada | $2.9M | 24,802 | Trimmed |
| 9 | FOUNDERS GROVE WEALTH PARTNERS, LLC | $2.7M | 23,493 | Trimmed |
| 10 | WealthBridge Capital Management, LLC | $2.4M | 21,085 | Added |
| 11 | Westside Investment Management, Inc. | $2.4M | 20,955 | Added |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.2M | 19,336 | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $2.2M | 18,584 | Trimmed |
| 14 | MAI Capital Management | $1.9M | 16,271 | Trimmed |
| 15 | Biondo Investment Advisors, LLC | $1.6M | 13,633 | Added |
| 16 | Well Done, LLC | $1.5M | 13,337 | Added |
| 17 | CAPTRUST FINANCIAL ADVISORS | $1.5M | 13,245 | Added |
| 18 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | $1.4M | 11,900 | Trimmed |
| 19 | Curi Capital, LLC | $1.3M | 11,633 | Trimmed |
| 20 | Apollon Wealth Management, LLC | $1.3M | 11,593 | Trimmed |
| 21 | WELLS FARGO & COMPANY/MN | $1.3M | 11,037 | Added |
| 22 | Prospera Financial Services Inc | $1.2M | 10,576 | Trimmed |
| 23 | CITADEL ADVISORS LLC | $1.1M | 9,343 | Added |
| 24 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $992,207 | 8,575 | Added |
| 25 | Cerity Partners LLC | $893,942 | 7,726 | Trimmed |