| 1 | Spectrum Asset Management, Inc. (NB/CA) | $10.5M | 248,216 | Added |
| 2 | Kestra Advisory Services, LLC | $10.1M | 237,265 | Added |
| 3 | First International Bank of Israel Ltd. | $10.0M | 236,000 | New |
| 4 | Decker Wealth Management LLC | $8.3M | 196,714 | Added |
| 5 | Wood Tarver Financial Group, LLC | $6.6M | 156,653 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $6.3M | 147,661 | Trimmed |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $4.5M | 105,787 | Trimmed |
| 8 | OSAIC HOLDINGS, INC. | $4.3M | 101,410 | Added |
| 9 | Cetera Investment Advisers | $3.7M | 87,561 | Trimmed |
| 10 | HARBOUR INVESTMENTS, INC. | $3.6M | 83,953 | Added |
| 11 | FOUNDERS FINANCIAL SECURITIES LLC | $3.3M | 77,176 | Added |
| 12 | LPL Financial LLC | $3.3M | 78,177 | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $2.8M | 65,664 | Added |
| 14 | CWM, LLC | $2.7M | 63,631 | Trimmed |
| 15 | Legacy Capital Wealth Partners, LLC | $1.8M | 42,131 | Added |
| 16 | JANE STREET GROUP, LLC | $1.7M | 41,137 | New |
| 17 | Ignite Planners, LLC | $1.7M | 40,554 | Hold |
| 18 | REAP Financial Group, LLC | $1.6M | 37,610 | Added |
| 19 | Mutual Advisors, LLC | $1.5M | 35,530 | Trimmed |
| 20 | MML INVESTORS SERVICES, LLC | $1.5M | 34,651 | Trimmed |
| 21 | UPTICK PARTNERS, LLC | $1.5M | 34,537 | Trimmed |
| 22 | WETZEL INVESTMENT ADVISORS, INC. | $1.4M | 33,666 | Trimmed |
| 23 | Quantinno Capital Management LP | $1.4M | 32,873 | Hold |
| 24 | Kovack Advisors, Inc. | $1.4M | 31,761 | Added |
| 25 | Integrity Financial Corp /WA | $1.1M | 26,597 | Trimmed |