| 1 | Mirae Asset Global Investments Co., Ltd. | $59.4M | 788,684 | Added |
| 2 | Southern Farm Bureau Life Insurance | $29.0M | 384,185 | Hold |
| 3 | SENTINEL TRUST CO LBA | $18.8M | 249,000 | Trimmed |
| 4 | Jacobi Capital Management LLC | $15.7M | 208,007 | Added |
| 5 | Birch Hill Investment Advisors LLC | $15.1M | 200,297 | Added |
| 6 | 3EDGE Asset Management, LP | $13.4M | 177,270 | Added |
| 7 | Avidian Wealth Enterprises, LLC | $11.8M | 156,941 | Added |
| 8 | BigSur Wealth Management LLC | $7.3M | 96,920 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $5.9M | 78,722 | Trimmed |
| 10 | Focus Financial Network, Inc. | $3.9M | 52,305 | Trimmed |
| 11 | CHOREO, LLC | $3.9M | 52,078 | Trimmed |
| 12 | Evansbrook LLC | $3.5M | 46,042 | Hold |
| 13 | ACIMA PRIVATE WEALTH, LLC | $3.4M | 44,811 | Trimmed |
| 14 | Avestar Capital, LLC | $3.2M | 43,085 | Trimmed |
| 15 | LEAVELL INVESTMENT MANAGEMENT, INC. | $3.1M | 40,705 | Added |
| 16 | Nolet Wealth Management, LLC | $2.7M | 35,233 | Trimmed |
| 17 | Interchange Capital Partners, LLC | $2.4M | 31,435 | Trimmed |
| 18 | Caprock Group, LLC | $1.9M | 24,978 | Added |
| 19 | Gateway Wealth Partners, LLC | $1.7M | 22,819 | Trimmed |
| 20 | CERTUITY, LLC | $1.7M | 22,433 | Trimmed |
| 21 | Robertson Stephens Wealth Management, LLC | $1.5M | 20,189 | Added |
| 22 | GREENWOOD GEARHART INC | $1.5M | 19,469 | New |
| 23 | Ballentine Partners, LLC | $1.5M | 19,338 | Added |
| 24 | Noble Wealth Partners LLC | $1.4M | 18,745 | New |
| 25 | Ashton Thomas Private Wealth, LLC | $1.3M | 17,063 | Trimmed |