| 1 | JPMORGAN CHASE & CO | $148.7M | 2.7M | Added |
| 2 | LPL Financial LLC | $91.6M | 1.7M | Added |
| 3 | Sather Financial Group Inc | $59.2M | 1.1M | Added |
| 4 | Phoenix Financial Ltd. | $56.7M | 1.0M | Hold |
| 5 | MORGAN STANLEY | $47.5M | 858,920 | Added |
| 6 | Royal Bank of Canada | $26.8M | 484,617 | Trimmed |
| 7 | ELEMENT POINTE ADVISORS, LLC | $26.7M | 482,108 | Added |
| 8 | BANK OF AMERICA CORP /DE/ | $23.6M | 426,235 | Added |
| 9 | Tidal Investments LLC | $20.9M | 378,026 | New |
| 10 | WELLS FARGO & COMPANY/MN | $20.6M | 372,132 | Added |
| 11 | Kingsview Wealth Management, LLC | $19.8M | 358,093 | Trimmed |
| 12 | Wharton Business Group, LLC | $18.6M | 335,810 | Hold |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $18.4M | 333,171 | Added |
| 14 | Bank of New York Mellon Corp | $11.9M | 215,721 | Trimmed |
| 15 | GOLDMAN SACHS GROUP INC | $10.4M | 187,440 | Trimmed |
| 16 | Cetera Investment Advisers | $9.9M | 178,672 | Trimmed |
| 17 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $9.0M | 163,510 | Added |
| 18 | UBS Group AG | $8.2M | 147,434 | Trimmed |
| 19 | RAYMOND JAMES FINANCIAL INC | $7.9M | 142,448 | Added |
| 20 | STIFEL FINANCIAL CORP | $6.8M | 123,051 | Added |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.0M | 107,660 | Trimmed |
| 22 | MERCER GLOBAL ADVISORS INC /ADV | $5.9M | 106,851 | Trimmed |
| 23 | Sage Advisory Services, Ltd.Co. | $5.4M | 98,098 | Trimmed |
| 24 | MARTIN & CO INC /TN/ | $4.9M | 87,957 | Trimmed |
| 25 | Merit Financial Group, LLC | $4.7M | 84,790 | Trimmed |