| 1 | Evanson Financial, LLC | $20.5M | 36,343 | New |
| 2 | Gemmer Asset Management LLC | $6.8M | 12,078 | Trimmed |
| 3 | Wealthspire Advisors, LLC | $2.8M | 152,924 | New |
| 4 | LPL Financial LLC | $2.0M | 110,786 | Trimmed |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.4M | 75,649 | Trimmed |
| 6 | Merit Financial Group, LLC | $952,186 | 51,609 | Trimmed |
| 7 | MORGAN STANLEY | $942,345 | 51,075 | Trimmed |
| 8 | Creative Planning | $846,244 | 45,867 | Added |
| 9 | Beaird Harris Wealth Management, LLC | $728,143 | 1,293 | Added |
| 10 | BANK OF AMERICA CORP /DE/ | $490,881 | 26,606 | New |
| 11 | LEAVELL INVESTMENT MANAGEMENT, INC. | $460,789 | 24,975 | Trimmed |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $376,310 | 20,396 | Trimmed |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $357,100 | 19,355 | Trimmed |
| 14 | Wealthfront Advisers LLC | $337,580 | 18,297 | Trimmed |
| 15 | STIFEL FINANCIAL CORP | $287,119 | 15,562 | Added |
| 16 | Aurora Private Wealth, Inc. | $279,000 | 15,109 | Trimmed |
| 17 | AQR CAPITAL MANAGEMENT LLC | $275,090 | 14,910 | Trimmed |
| 18 | MML INVESTORS SERVICES, LLC | $242,906 | 13,166 | Trimmed |
| 19 | Forum Finance Group S.A. | $236,000 | 15,830 | Trimmed |
| 20 | Itau Unibanco Holding S.A. | $226,013 | 12,250 | New |
| 21 | Cetera Investment Advisers | $207,535 | 11,248 | Trimmed |
| 22 | Ashton Thomas Private Wealth, LLC | $196,797 | 10,666 | Added |
| 23 | Aaron Wealth Advisors LLC | $194,887 | 10,563 | Hold |
| 24 | Goelzer Investment Management, Inc. | $194,279 | 10,530 | New |
| 25 | REGIONS FINANCIAL CORP | $185,035 | 10,029 | Hold |