| 1 | Sather Financial Group Inc | $59.2M | 1.1M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $18.4M | 333,171 | Added |
| 3 | Sage Advisory Services, Ltd.Co. | $5.4M | 98,098 | Trimmed |
| 4 | Merit Financial Group, LLC | $4.7M | 84,790 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $3.1M | 56,626 | Trimmed |
| 6 | FDx Advisors, Inc. | $2.7M | 48,388 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $2.2M | 40,512 | Added |
| 8 | LEUTHOLD GROUP, LLC | $2.1M | 38,245 | Added |
| 9 | Kestra Advisory Services, LLC | $1.5M | 27,981 | Trimmed |
| 10 | TRUIST FINANCIAL CORP | $1.3M | 23,752 | Trimmed |
| 11 | TRUST CO OF TOLEDO NA /OH/ | $1.3M | 23,714 | Trimmed |
| 12 | Sowell Financial Services LLC | $1.1M | 20,145 | Trimmed |
| 13 | INVESTMENT HOUSE LLC | $861,488 | 15,570 | Added |
| 14 | Sava Infond d.o.o. | $751,381 | 13,580 | Hold |
| 15 | Realta Investment Advisors | $714,309 | 12,910 | Added |
| 16 | Wisconsin Wealth Advisors, LLC | $706,660 | 12,772 | Trimmed |
| 17 | PRINCIPAL SECURITIES, INC. | $681,513 | 12,317 | Trimmed |
| 18 | Evanson Financial, LLC | $679,981 | 12,290 | New |
| 19 | Caprock Group, LLC | $633,529 | 11,450 | Hold |
| 20 | NORTHLAND SECURITIES, INC. | $597,674 | 10,802 | Added |
| 21 | First Heartland Consultants, Inc. | $557,279 | 10,072 | Added |
| 22 | Iowa State Bank | $553,300 | 10,000 | Hold |
| 23 | Urban Wealth Management, LLC | $537,808 | 9,720 | Trimmed |
| 24 | WEDBUSH SECURITIES INC | $524,000 | 9,476 | Hold |
| 25 | Kraft, Davis & Associates, LLC | $519,844 | 9,085 | Added |