| 1 | Jaffetilchin Investment Partners, LLC | $51.3M | 1.2M | Added |
| 2 | First International Bank of Israel Ltd. | $28.9M | 680,000 | New |
| 3 | Brookstone Capital Management | $13.8M | 323,977 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $12.5M | 294,071 | Added |
| 5 | CWM, LLC | $12.0M | 281,130 | Added |
| 6 | Cetera Investment Advisers | $9.9M | 232,030 | Added |
| 7 | Per Stirling Capital Management, LLC. | $9.2M | 216,843 | Trimmed |
| 8 | MML INVESTORS SERVICES, LLC | $8.4M | 196,692 | Added |
| 9 | Horizon Investments, LLC | $6.3M | 149,230 | Added |
| 10 | LPL Financial LLC | $6.1M | 142,789 | Added |
| 11 | PRECEDENT WEALTH PARTNERS, LLC | $5.3M | 124,440 | Trimmed |
| 12 | Kestra Advisory Services, LLC | $5.2M | 121,652 | Trimmed |
| 13 | SMART Wealth LLC | $5.0M | 116,934 | Trimmed |
| 14 | RAYMOND JAMES FINANCIAL INC | $4.9M | 114,426 | Added |
| 15 | Advisory Services Network, LLC | $4.5M | 105,273 | Trimmed |
| 16 | OSAIC HOLDINGS, INC. | $4.2M | 99,524 | Added |
| 17 | IFP Advisors, Inc | $3.9M | 91,061 | Trimmed |
| 18 | FOUNDERS FINANCIAL SECURITIES LLC | $3.3M | 75,974 | Added |
| 19 | Commonwealth Financial Services, LLC | $3.0M | 71,527 | Added |
| 20 | BEACON FINANCIAL GROUP | $2.9M | 68,730 | Added |
| 21 | Cambridge Investment Research Advisors, Inc. | $2.8M | 66,066 | Added |
| 22 | HARBOUR INVESTMENTS, INC. | $2.4M | 55,802 | Added |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | 53,497 | Added |
| 24 | Wood Tarver Financial Group, LLC | $2.1M | 49,244 | Added |
| 25 | TRUIST FINANCIAL CORP | $1.9M | 45,718 | Added |