| 1 | Decker Wealth Management LLC | $16.8M | 379,921 | Added |
| 2 | First International Bank of Israel Ltd. | $12.2M | 275,000 | Hold |
| 3 | OSAIC HOLDINGS, INC. | $8.8M | 198,340 | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $8.6M | 193,281 | Trimmed |
| 5 | Kestra Advisory Services, LLC | $8.2M | 184,345 | Trimmed |
| 6 | LPL Financial LLC | $7.8M | 175,948 | Added |
| 7 | Cetera Investment Advisers | $6.2M | 139,788 | Added |
| 8 | Spectrum Asset Management, Inc. (NB/CA) | $5.3M | 119,203 | Trimmed |
| 9 | Hartford Financial Management Inc. | $5.3M | 118,765 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $5.2M | 117,176 | Added |
| 11 | HARBOUR INVESTMENTS, INC. | $5.1M | 114,470 | Added |
| 12 | Ausdal Financial Partners, Inc. | $4.7M | 105,279 | Added |
| 13 | REAP Financial Group, LLC | $4.5M | 102,437 | Trimmed |
| 14 | Ritter Daniher Financial Advisory LLC / DE | $4.1M | 93,296 | Trimmed |
| 15 | CWM, LLC | $3.4M | 75,671 | Added |
| 16 | FOUNDERS FINANCIAL SECURITIES LLC | $3.3M | 73,119 | Added |
| 17 | Aptus Capital Advisors, LLC | $2.9M | 65,300 | Hold |
| 18 | GUARDIAN WEALTH ADVISORS, LLC / NC | $2.9M | 65,300 | Hold |
| 19 | Santori & Peters, Inc. | $2.8M | 64,353 | Added |
| 20 | Cambridge Investment Research Advisors, Inc. | $2.7M | 60,004 | Added |
| 21 | RAYMOND JAMES FINANCIAL INC | $2.4M | 53,423 | Added |
| 22 | BEACON FINANCIAL GROUP | $2.1M | 46,866 | Trimmed |
| 23 | Ignite Planners, LLC | $2.0M | 46,286 | Trimmed |
| 24 | OPPENHEIMER & CO INC | $2.0M | 44,113 | New |
| 25 | Strategic Blueprint, LLC | $1.9M | 42,225 | Hold |