| 1 | LPL Financial LLC | $45.1M | 939,102 | Added |
| 2 | WESTWOOD HOLDINGS GROUP INC | $27.8M | 580,000 | Hold |
| 3 | STIFEL FINANCIAL CORP | $17.9M | 374,020 | Added |
| 4 | Christian Investment Advisors, Inc. | $16.2M | 338,432 | Trimmed |
| 5 | CREATIVE FINANCIAL DESIGNS INC /ADV | $14.5M | 302,545 | Added |
| 6 | Bare Financial Services, Inc | $13.0M | 271,703 | Added |
| 7 | AMERIPRISE FINANCIAL INC | $9.6M | 200,039 | Added |
| 8 | Faithward Advisors, LLC | $8.8M | 183,599 | Trimmed |
| 9 | Plan A Wealth LLC | $8.8M | 182,718 | Added |
| 10 | Kestra Advisory Services, LLC | $8.0M | 166,301 | Added |
| 11 | OneAscent Financial Services LLC | $7.7M | 160,784 | Added |
| 12 | O'Connor Financial Group LLC | $7.4M | 153,956 | Added |
| 13 | ASSETMARK, INC | $5.9M | 122,525 | Added |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.7M | 120,039 | Added |
| 15 | EverSource Wealth Advisors, LLC | $5.0M | 104,830 | Added |
| 16 | Sound Financial Strategies Group, LLC | $3.6M | 74,136 | Added |
| 17 | Turning Point Benefit Group, Inc. | $3.5M | 72,706 | Trimmed |
| 18 | GOLDMAN SACHS GROUP INC | $2.8M | 59,080 | Trimmed |
| 19 | JONES FINANCIAL COMPANIES LLLP | $2.8M | 58,745 | Added |
| 20 | FAMILY WEALTH PARTNERS, LLC | $2.7M | 56,018 | Added |
| 21 | Focus Partners Advisor Solutions, LLC | $2.7M | 55,914 | Added |
| 22 | BENJAMIN EDWARDS INC | $2.6M | 54,341 | Added |
| 23 | Investment Research Partners LLC | $2.5M | 51,415 | Added |
| 24 | IFP Advisors, Inc | $2.5M | 51,150 | Added |
| 25 | Valmark Advisers, Inc. | $2.3M | 47,517 | Added |