| 1 | Acasta Partners UK LLP | $85.6M | 72.5M | Trimmed |
| 2 | ATWOOD & PALMER INC | $9.6M | 99,948 | Trimmed |
| 3 | Aurora Investment Managers, LLC. | $7.4M | 77,614 | Trimmed |
| 4 | Gradient Investments LLC | $3.7M | 38,087 | Added |
| 5 | Wynn Capital, LLC | $1.3M | 13,482 | Added |
| 6 | jvl associates llc | $1.2M | 12,319 | Hold |
| 7 | 180 WEALTH ADVISORS, LLC | $1.0M | 10,758 | Added |
| 8 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $798,362 | 8,318 | Added |
| 9 | Valeo Financial Advisors, LLC | $686,858 | 7,156 | Added |
| 10 | Hardin Capital Partners, LLC | $669,706 | 6,945 | Added |
| 11 | TT International Asset Management LTD | $617,727 | 6,436 | Trimmed |
| 12 | Cohen Capital Management, Inc. | $549,006 | 5,720 | Trimmed |
| 13 | TrueWealth Advisors, LLC | $513,205 | 5,347 | Added |
| 14 | Somerset Trust Co | $345,624 | 3,601 | Trimmed |
| 15 | Evanson Financial, LLC | $311,935 | 3,250 | New |
| 16 | Dynamic Advisor Solutions LLC | $308,677 | 3,216 | Added |
| 17 | First Heartland Consultants, Inc. | $286,113 | 2,981 | Trimmed |
| 18 | Byrne Asset Management LLC | $281,221 | 2,930 | Trimmed |
| 19 | Avior Wealth Management, LLC | $271,868 | 2,833 | Trimmed |
| 20 | Mirador Capital Partners LP | $245,517 | 2,558 | Added |
| 21 | HOWARD FINANCIAL SERVICES, LTD. | $234,767 | 2,446 | Hold |
| 22 | CX Institutional | $199,000 | 2,077 | Added |
| 23 | CoreCap Advisors, LLC | $124,198 | 1,294 | Added |
| 24 | HARBOR INVESTMENT ADVISORY, LLC | $119,783 | 1,248 | Hold |
| 25 | Noble Wealth Management PBC | $81,583 | 850 | Trimmed |