| 1 | WESTWOOD HOLDINGS GROUP INC | $45.6M | 1.6M | Trimmed |
| 2 | LPL Financial LLC | $34.0M | 1.2M | Added |
| 3 | MORGAN STANLEY | $16.1M | 559,248 | Added |
| 4 | North Star Investment Management Corp. | $6.3M | 217,786 | Added |
| 5 | Janney Montgomery Scott LLC | $6.0M | 207,936 | Added |
| 6 | Chicago Partners Investment Group LLC | $5.9M | 196,857 | Added |
| 7 | Rockefeller Capital Management L.P. | $5.8M | 202,455 | Added |
| 8 | STIFEL FINANCIAL CORP | $4.6M | 158,829 | Added |
| 9 | Miller Global Investments, LLC | $3.3M | 113,986 | Hold |
| 10 | Royal Bank of Canada | $3.3M | 113,469 | Added |
| 11 | Garden State Investment Advisory Services LLC | $2.6M | 90,325 | Trimmed |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $2.6M | 88,629 | Added |
| 13 | Clear Trail Advisors, LLC | $1.8M | 62,639 | Added |
| 14 | Cambridge Investment Research Advisors, Inc. | $1.3M | 44,630 | Added |
| 15 | OSAIC HOLDINGS, INC. | $1.3M | 43,351 | Added |
| 16 | Wealthcare Advisory Partners LLC | $1.2M | 43,259 | Added |
| 17 | OPPENHEIMER & CO INC | $832,582 | 28,879 | Added |
| 18 | OLD MISSION CAPITAL LLC | $754,942 | 26,186 | New |
| 19 | Tandem Financial, LLC | $729,368 | 25,103 | Trimmed |
| 20 | JANE STREET GROUP, LLC | $712,706 | 24,721 | New |
| 21 | Steward Partners Investment Advisory, LLC | $570,027 | 19,772 | Trimmed |
| 22 | SHEPHERD KAPLAN KROCHUK, LLC | $503,602 | 17,468 | Trimmed |
| 23 | SILVER OAK SECURITIES, INCORPORATED | $458,743 | 15,912 | Added |
| 24 | Tactive Advisors, LLC | $359,969 | 12,486 | Added |
| 25 | Avidian Wealth Enterprises, LLC | $332,842 | 11,545 | Trimmed |