| 1 | Hamlin Capital Management, LLC | $176.2M | 4.8M | Trimmed |
| 2 | TETRAD CORP | $40.4M | 1.1M | Hold |
| 3 | Cohen Capital Management, Inc. | $13.6M | 368,691 | Hold |
| 4 | WALNUT PRIVATE EQUITY PARTNERS, LLC | $9.6M | 259,978 | Trimmed |
| 5 | Renaissance Investment Group LLC | $8.4M | 228,226 | Trimmed |
| 6 | CoreCap Advisors, LLC | $6.2M | 167,364 | Added |
| 7 | HOWARD FINANCIAL SERVICES, LTD. | $5.1M | 139,438 | Added |
| 8 | Teamwork Financial Advisors, LLC | $3.5M | 94,389 | Trimmed |
| 9 | Valeo Financial Advisors, LLC | $3.4M | 93,271 | Trimmed |
| 10 | Evanson Financial, LLC | $2.7M | 74,200 | New |
| 11 | GP Brinson Investments LLC | $2.4M | 65,909 | Hold |
| 12 | Silverberg Bernstein Capital Management LLC | $2.3M | 62,480 | Hold |
| 13 | Dynamic Advisor Solutions LLC | $2.2M | 58,898 | Trimmed |
| 14 | 180 WEALTH ADVISORS, LLC | $2.0M | 53,274 | Added |
| 15 | MOODY NATIONAL BANK TRUST DIVISION | $1.7M | 46,777 | Added |
| 16 | Apella Capital, LLC | $1.5M | 40,230 | Added |
| 17 | NEVILLE RODIE & SHAW INC | $1.4M | 38,228 | Trimmed |
| 18 | Matthew Goff Investment Advisor, LLC | $1.3M | 35,261 | Hold |
| 19 | Quad-Cities Investment Group, LLC | $1.3M | 34,980 | Added |
| 20 | Crumly & Associates Inc. | $1.2M | 33,637 | Trimmed |
| 21 | Hilltop National Bank | $1.1M | 30,797 | Hold |
| 22 | Meriwether Wealth & Planning, LLC | $835,959 | 22,741 | Hold |
| 23 | EPIQ PARTNERS, LLC | $803,574 | 21,860 | Hold |
| 24 | RDA Financial Network | $760,777 | 20,696 | Added |
| 25 | Addis & Hill, Inc | $760,602 | 20,691 | Hold |