| 1 | WESTWOOD HOLDINGS GROUP INC | $36.3M | 858,500 | Hold |
| 2 | LPL Financial LLC | $26.1M | 617,443 | Added |
| 3 | Christian Investment Advisors, Inc. | $17.4M | 411,912 | Trimmed |
| 4 | Cambridge Investment Research Advisors, Inc. | $6.0M | 142,532 | Trimmed |
| 5 | BENJAMIN EDWARDS INC | $5.9M | 138,597 | Added |
| 6 | Coppell Advisory Solutions LLC | $5.0M | 1,941 | New |
| 7 | Turning Point Benefit Group, Inc. | $4.2M | 99,122 | Added |
| 8 | AMERIPRISE FINANCIAL INC | $4.1M | 96,563 | Trimmed |
| 9 | CREATIVE FINANCIAL DESIGNS INC /ADV | $3.3M | 77,101 | Added |
| 10 | OneAscent Financial Services LLC | $3.2M | 76,247 | Trimmed |
| 11 | RAYMOND JAMES FINANCIAL INC | $3.2M | 75,962 | Added |
| 12 | Cetera Investment Advisers | $2.7M | 64,474 | Added |
| 13 | J.W. COLE ADVISORS, INC. | $2.3M | 55,070 | New |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $2.3M | 54,248 | Trimmed |
| 15 | Focus Partners Advisor Solutions, LLC | $2.1M | 48,663 | Added |
| 16 | FAMILY WEALTH PARTNERS, LLC | $2.0M | 47,433 | Added |
| 17 | First Heartland Consultants, Inc. | $2.0M | 46,788 | Trimmed |
| 18 | Inspire Advisors, LLC | $1.8M | 41,397 | Trimmed |
| 19 | Frontier Asset Management, LLC | $1.7M | 40,436 | Added |
| 20 | Bare Financial Services, Inc | $1.7M | 39,535 | Trimmed |
| 21 | Geneos Wealth Management Inc. | $1.6M | 37,294 | Added |
| 22 | Sound Financial Strategies Group, LLC | $1.5M | 35,697 | Added |
| 23 | WorthPointe, LLC | $1.5M | 35,509 | Trimmed |
| 24 | EverSource Wealth Advisors, LLC | $1.5M | 35,043 | Trimmed |
| 25 | JONES FINANCIAL COMPANIES LLLP | $1.3M | 29,492 | Added |