| 1 | LPL Financial LLC | $7.4M | 167,608 | Added |
| 2 | CWM, LLC | $6.0M | 135,364 | Trimmed |
| 3 | OneAscent Financial Services LLC | $5.8M | 129,851 | Trimmed |
| 4 | UBS Group AG | $5.4M | 121,991 | Added |
| 5 | ASSETMARK, INC | $5.1M | 114,772 | Added |
| 6 | Sowell Financial Services LLC | $4.6M | 103,260 | Added |
| 7 | Atria Investments, Inc | $4.4M | 98,221 | Trimmed |
| 8 | AlphaStar Capital Management, LLC | $3.9M | 88,634 | Added |
| 9 | Inspire Advisors, LLC | $3.5M | 78,658 | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $2.7M | 61,996 | Added |
| 11 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $2.7M | 60,122 | Added |
| 12 | Frontier Asset Management, LLC | $2.5M | 56,269 | Trimmed |
| 13 | Range Financial Group LLC | $1.8M | 40,796 | Trimmed |
| 14 | CREATIVE FINANCIAL DESIGNS INC /ADV | $1.7M | 37,363 | Added |
| 15 | Inspire Investing, LLC | $1.4M | 31,478 | Trimmed |
| 16 | Cetera Investment Advisers | $1.3M | 28,312 | Added |
| 17 | Strategic Equity Management | $1.2M | 28,008 | Trimmed |
| 18 | Envestnet Portfolio Solutions, Inc. | $1.2M | 26,718 | Added |
| 19 | MONEYWISE, INC. | $1.0M | 23,218 | Added |
| 20 | JPMORGAN CHASE & CO | $879,587 | 20,332 | Trimmed |
| 21 | Ridgeline Wealth, LLC | $869,896 | 19,613 | Trimmed |
| 22 | Cambridge Investment Research Advisors, Inc. | $848,000 | 19,128 | Added |
| 23 | RAYMOND JAMES FINANCIAL INC | $835,895 | 18,846 | Added |
| 24 | AMARILLO NATIONAL BANK | $782,582 | 17,644 | Hold |
| 25 | Independent Advisor Alliance | $694,804 | 15,665 | Added |