| 1 | AE Wealth Management LLC | $60.9M | 1.6M | Trimmed |
| 2 | RAYMOND JAMES FINANCIAL INC | $26.9M | 706,385 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $17.6M | 460,685 | Trimmed |
| 4 | OSAIC HOLDINGS, INC. | $12.5M | 326,707 | Trimmed |
| 5 | MAI Capital Management | $11.3M | 295,751 | Trimmed |
| 6 | Kestra Advisory Services, LLC | $11.2M | 293,761 | Added |
| 7 | POM Investment Strategies, LLC | $8.9M | 234,124 | New |
| 8 | Cetera Investment Advisers | $8.3M | 217,632 | Added |
| 9 | FSR Wealth Management Ltd. | $7.3M | 191,928 | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $6.4M | 168,653 | Added |
| 11 | First International Bank of Israel Ltd. | $5.5M | 144,500 | Hold |
| 12 | Wood Tarver Financial Group, LLC | $5.4M | 140,961 | Added |
| 13 | Outlook Wealth Advisors, LLC | $5.2M | 135,262 | Trimmed |
| 14 | US BANCORP \DE\ | $4.9M | 128,514 | Trimmed |
| 15 | LPL Financial LLC | $4.6M | 120,152 | Added |
| 16 | MML INVESTORS SERVICES, LLC | $4.4M | 116,353 | Trimmed |
| 17 | HBW ADVISORY SERVICES LLC | $3.9M | 102,244 | Trimmed |
| 18 | Americana Partners, LLC | $3.4M | 89,395 | Trimmed |
| 19 | Networth Advisors, LLC | $2.7M | 71,568 | Trimmed |
| 20 | Integrated Wealth Management | $2.4M | 62,840 | Added |
| 21 | Sunbelt Securities, Inc. | $2.4M | 62,517 | Trimmed |
| 22 | CITY HOLDING CO | $2.1M | 54,295 | Trimmed |
| 23 | SMART Wealth LLC | $2.0M | 52,815 | Added |
| 24 | FSA Advisors, Inc. | $2.0M | 51,190 | Added |
| 25 | KRAEMATON INVESTMENT ADVISORS, INC | $1.9M | 49,622 | Trimmed |