| 1 | LPL Financial LLC | $12.0M | 251,044 | Added |
| 2 | UBS Group AG | $5.8M | 121,773 | Trimmed |
| 3 | ASSETMARK, INC | $5.6M | 116,923 | Added |
| 4 | Sowell Financial Services LLC | $5.5M | 116,092 | Added |
| 5 | CREATIVE FINANCIAL DESIGNS INC /ADV | $5.0M | 104,035 | Added |
| 6 | AlphaStar Capital Management, LLC | $4.5M | 94,102 | Added |
| 7 | Inspire Advisors, LLC | $3.5M | 74,232 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $3.0M | 63,418 | Added |
| 9 | Frontier Asset Management, LLC | $2.7M | 56,335 | Added |
| 10 | CITADEL ADVISORS LLC | $2.1M | 44,198 | New |
| 11 | Range Financial Group LLC | $1.8M | 37,034 | Trimmed |
| 12 | Keel Point, LLC | $1.5M | 32,402 | Trimmed |
| 13 | Cetera Investment Advisers | $1.4M | 29,934 | Added |
| 14 | Strategic Equity Management | $1.3M | 28,077 | Added |
| 15 | Inspire Investing, LLC | $1.2M | 25,754 | Trimmed |
| 16 | MONEYWISE, INC. | $1.1M | 23,673 | Added |
| 17 | Revisor Wealth Management LLC | $1.1M | 21,862 | Added |
| 18 | Envestnet Portfolio Solutions, Inc. | $1.0M | 21,020 | Trimmed |
| 19 | OneAscent Financial Services LLC | $992,248 | 20,807 | Trimmed |
| 20 | JPMORGAN CHASE & CO | $985,955 | 20,752 | Added |
| 21 | Ridgeline Wealth, LLC | $958,262 | 20,094 | Added |
| 22 | Cambridge Investment Research Advisors, Inc. | $923,000 | 19,350 | Added |
| 23 | RAYMOND JAMES FINANCIAL INC | $904,679 | 18,970 | Added |
| 24 | AMARILLO NATIONAL BANK | $841,442 | 17,644 | Hold |
| 25 | Turning Point Benefit Group, Inc. | $758,560 | 15,932 | Added |