| 1 | Fisher Asset Management, LLC | $104.3M | 594,695 | Trimmed |
| 2 | MEITAV INVESTMENT HOUSE LTD | $77.1M | 439,719 | New |
| 3 | MinichMacGregor Wealth Management, LLC | $13.3M | 75,770 | Added |
| 4 | Prospera Financial Services Inc | $12.3M | 70,074 | Added |
| 5 | WESPAC Advisors SoCal, LLC | $10.2M | 58,167 | Trimmed |
| 6 | Well Done, LLC | $9.3M | 52,860 | Added |
| 7 | Harel Insurance Investments & Financial Services Ltd. | $8.5M | 48,200 | Trimmed |
| 8 | Cadent Capital Advisors, LLC | $6.6M | 37,859 | Trimmed |
| 9 | McGuire Investment Group, LLC | $5.4M | 30,849 | Trimmed |
| 10 | Cambridge Investment Research Advisors, Inc. | $5.4M | 30,672 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $4.7M | 26,639 | Trimmed |
| 12 | COTTONWOOD CAPITAL ADVISORS, LLC | $4.1M | 23,514 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $4.1M | 23,348 | Trimmed |
| 14 | SFI Advisors, LLC | $3.9M | 22,270 | Trimmed |
| 15 | ARS Investment Partners, LLC | $3.6M | 20,334 | Added |
| 16 | 1 NORTH WEALTH SERVICES LLC | $3.4M | 19,538 | Added |
| 17 | HERITAGE OAK WEALTH ADVISORS LLC | $2.7M | 15,573 | Trimmed |
| 18 | VALICENTI ADVISORY SERVICES INC | $2.7M | 15,173 | Added |
| 19 | PCG Wealth Advisors, LLC | $2.5M | 14,480 | Added |
| 20 | MGO ONE SEVEN LLC | $2.2M | 12,362 | Added |
| 21 | TRUIST FINANCIAL CORP | $1.9M | 10,875 | Added |
| 22 | INTEGRITY ALLIANCE, LLC. | $1.3M | 7,473 | Added |
| 23 | Outlook Wealth Advisors, LLC | $1.2M | 6,877 | Added |
| 24 | RHODES INVESTMENT ADVISORS INC /ADV | $1.1M | 6,335 | Added |
| 25 | Global Financial Private Client, LLC | $973,082 | 5,550 | Added |