| 1 | Fisher Asset Management, LLC | $239.9M | 2.8M | Trimmed |
| 2 | Foundations Investment Advisors, LLC | $59.7M | 689,274 | Added |
| 3 | MORGAN STANLEY | $41.6M | 480,268 | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $39.6M | 456,606 | Added |
| 5 | JPMORGAN CHASE & CO | $31.6M | 375,746 | Added |
| 6 | Aptus Capital Advisors, LLC | $24.8M | 286,543 | Added |
| 7 | McElhenny Sheffield Capital Management, LLC | $17.6M | 202,612 | New |
| 8 | LPL Financial LLC | $14.8M | 170,188 | Added |
| 9 | Anfield Capital Management, LLC | $11.2M | 129,577 | Added |
| 10 | Insight Wealth Strategies, LLC | $10.3M | 118,692 | New |
| 11 | Royal Bank of Canada | $10.1M | 116,293 | Trimmed |
| 12 | Cetera Investment Advisers | $9.5M | 109,471 | Added |
| 13 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $8.1M | 93,112 | Added |
| 14 | GOLDMAN SACHS GROUP INC | $6.9M | 79,908 | Trimmed |
| 15 | BROWN ADVISORY INC | $6.5M | 75,432 | Hold |
| 16 | Virtue Capital Management, LLC | $6.4M | 76,344 | New |
| 17 | WELLS FARGO & COMPANY/MN | $6.1M | 69,932 | Added |
| 18 | RAYMOND JAMES FINANCIAL INC | $5.8M | 66,738 | Added |
| 19 | Cadent Capital Advisors, LLC | $5.3M | 61,616 | New |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.2M | 60,401 | Added |
| 21 | Concurrent Investment Advisors, LLC | $5.0M | 57,188 | Added |
| 22 | BNP PARIBAS FINANCIAL MARKETS | $4.6M | 53,289 | Trimmed |
| 23 | Concord Investment Counsel Inc. | $4.3M | 49,158 | Trimmed |
| 24 | AMERIPRISE FINANCIAL INC | $4.1M | 46,842 | Added |
| 25 | AdvisorNet Financial, Inc | $3.6M | 40,993 | Added |