| 1 | Southern Farm Bureau Life Insurance | $75.7M | 2.6M | Hold |
| 2 | EVERGREEN CAPITAL MANAGEMENT LLC | $23.3M | 798,375 | Added |
| 3 | Wealthcare Advisory Partners LLC | $20.7M | 708,131 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $20.5M | 701,088 | Added |
| 5 | HOWARD FINANCIAL SERVICES, LTD. | $20.2M | 690,639 | Added |
| 6 | Ocean Park Asset Management, LLC | $17.4M | 595,100 | New |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $17.2M | 587,488 | Added |
| 8 | Pioneer Family Office, LLC | $13.2M | 450,854 | Trimmed |
| 9 | Melone Private Wealth, LLC | $10.6M | 361,550 | Added |
| 10 | FSA WEALTH PARTNERS, INC. | $9.7M | 330,056 | New |
| 11 | Symphony Financial, Ltd. Co. | $9.5M | 325,749 | Added |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.3M | 321,348 | Trimmed |
| 13 | American Financial Advisors, LLC | $9.2M | 313,910 | Trimmed |
| 14 | Elevation Capital Advisory, LLC | $8.0M | 274,973 | New |
| 15 | Emissary Wealth LLC | $7.7M | 262,743 | Added |
| 16 | Atlantic Edge Private Wealth Management, LLC | $6.9M | 236,455 | Added |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | $6.9M | 236,026 | Trimmed |
| 18 | FAS Wealth Partners, Inc. | $6.9M | 235,463 | Added |
| 19 | CONNING INC. | $6.8M | 233,570 | Hold |
| 20 | MONEY CONCEPTS CAPITAL CORP | $6.7M | 229,947 | Added |
| 21 | Plan Group Financial, LLC | $6.2M | 211,316 | Added |
| 22 | Napier Financial, LLC | $6.1M | 207,774 | Added |
| 23 | AE Wealth Management LLC | $6.0M | 205,389 | Added |
| 24 | Storen Legacy Partners, LLC | $5.5M | 189,347 | Trimmed |
| 25 | Echo45 Advisors LLC | $5.1M | 172,838 | Added |