| 1 | Cullen/Frost Bankers, Inc. | $317.7M | 3.1M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $310.3M | 3.0M | Added |
| 3 | Facet Wealth, Inc. | $223.9M | 2.2M | Added |
| 4 | CENTRAL TRUST Co | $191.6M | 1.9M | Trimmed |
| 5 | Advocacy Wealth Management, LLC | $122.6M | 1.2M | Added |
| 6 | EASTERN BANK | $117.4M | 1.1M | Trimmed |
| 7 | Avidian Wealth Enterprises, LLC | $109.3M | 1.1M | Added |
| 8 | RiverFront Investment Group, LLC | $105.1M | 1.0M | Added |
| 9 | Miracle Mile Advisors, LLC | $94.2M | 920,867 | Trimmed |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $69.0M | 674,300 | Added |
| 11 | Myriad Asset Management Advisors LLC | $68.0M | 665,140 | Trimmed |
| 12 | Crestwood Advisors Group, LLC | $67.4M | 658,794 | Added |
| 13 | ANDERSON HOAGLAND & CO | $66.6M | 651,452 | Added |
| 14 | Hughes Financial Services, LLC | $66.3M | 647,996 | Trimmed |
| 15 | CITIGROUP INC | $64.0M | 625,504 | Added |
| 16 | Farther Finance Advisors, LLC | $62.9M | 614,537 | Added |
| 17 | Aprio Wealth Management, LLC | $62.0M | 605,741 | Trimmed |
| 18 | Ayalon Insurance Comp Ltd. | $55.2M | 539,403 | Added |
| 19 | OPPENHEIMER ASSET MANAGEMENT INC. | $50.9M | 497,908 | Added |
| 20 | TRUE Private Wealth Advisors | $50.2M | 491,174 | Trimmed |
| 21 | OAKWORTH CAPITAL, INC. | $47.8M | 474,420 | Added |
| 22 | SENTINEL TRUST CO LBA | $46.7M | 456,200 | Hold |
| 23 | Mirae Asset Global Investments Co., Ltd. | $43.9M | 429,231 | Added |
| 24 | Cambridge Investment Research Advisors, Inc. | $40.9M | 400,276 | Added |
| 25 | ALPS ADVISORS INC | $35.4M | 346,465 | Added |