| 1 | McElhenny Sheffield Capital Management, LLC | $120.3M | 3.4M | Added |
| 2 | Accurate Wealth Management, LLC | $10.4M | 293,636 | Added |
| 3 | Aptus Capital Advisors, LLC | $9.1M | 257,595 | Added |
| 4 | United Advisor Group, LLC | $8.1M | 229,792 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $4.2M | 120,194 | New |
| 6 | Janney Montgomery Scott LLC | $2.5M | 71,935 | Added |
| 7 | HERITAGE OAK WEALTH ADVISORS LLC | $2.1M | 60,769 | Added |
| 8 | Cerity Partners LLC | $1.6M | 45,496 | Added |
| 9 | WorthPointe, LLC | $1.5M | 42,347 | Added |
| 10 | LaSalle St. Investment Advisors, LLC | $556,890 | 15,839 | Trimmed |
| 11 | Symphony Financial, Ltd. Co. | $496,910 | 14,133 | Trimmed |
| 12 | STIFEL FINANCIAL CORP | $350,260 | 9,962 | New |
| 13 | Brookwood Investment Group LLC | $275,725 | 7,842 | Added |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $240,776 | 6,848 | Trimmed |
| 15 | Signal Advisors Wealth, LLC | $239,021 | 6,798 | Trimmed |
| 16 | KINGSWOOD WEALTH ADVISORS, LLC | $236,451 | 6,725 | Hold |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $223,407 | 6,354 | Trimmed |
| 18 | Sankala Group LLC | $142,474 | 4,077 | Trimmed |
| 19 | COMPASS FINANCIAL MANAGEMENT LLC | $27,987 | 796 | New |
| 20 | MORGAN STANLEY | $9,497 | 270 | Hold |
| 21 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $35 | 1 | New |
| 22 | UBS Group AG | $0 | 0 | Exited |
| 23 | GUARDIAN WEALTH ADVISORS, LLC / NC | $0 | 0 | Exited |