| 1 | Commonwealth Financial Services, LLC | $36.3M | 866,349 | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $34.3M | 818,617 | Added |
| 3 | OSAIC HOLDINGS, INC. | $18.9M | 452,039 | Added |
| 4 | REAP Financial Group, LLC | $18.3M | 436,310 | Trimmed |
| 5 | Range Financial Group LLC | $13.0M | 310,617 | Added |
| 6 | Cetera Investment Advisers | $12.8M | 304,235 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $11.1M | 264,464 | Added |
| 8 | First International Bank of Israel Ltd. | $8.6M | 205,000 | Hold |
| 9 | LPL Financial LLC | $7.9M | 189,145 | Added |
| 10 | Kestra Advisory Services, LLC | $7.4M | 177,562 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $7.1M | 169,757 | Added |
| 12 | Janney Montgomery Scott LLC | $5.5M | 131,495 | Trimmed |
| 13 | Stratos Wealth Advisors, LLC | $4.5M | 107,726 | Added |
| 14 | Cambridge Investment Research Advisors, Inc. | $4.5M | 106,467 | Trimmed |
| 15 | Americana Partners, LLC | $4.2M | 99,882 | New |
| 16 | PRIVATE CLIENT SERVICES, LLC | $3.9M | 93,248 | New |
| 17 | TRUIST FINANCIAL CORP | $3.6M | 86,104 | Trimmed |
| 18 | First Heartland Consultants, Inc. | $3.6M | 85,328 | New |
| 19 | Tanglewood Legacy Advisors, LLC | $3.6M | 84,835 | Added |
| 20 | HBW ADVISORY SERVICES LLC | $3.3M | 78,584 | Added |
| 21 | OGOREK ANTHONY JOSEPH /NY/ /ADV | $2.9M | 68,836 | New |
| 22 | Anfield Capital Management, LLC | $2.9M | 68,702 | Trimmed |
| 23 | Arax Advisory Partners | $2.7M | 64,172 | New |
| 24 | Wood Tarver Financial Group, LLC | $2.1M | 49,770 | Added |
| 25 | Concurrent Investment Advisors, LLC | $2.1M | 49,377 | Added |