| 1 | One Charles Private Wealth Services, LLC | $24.2M | 484,447 | Trimmed |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $15.9M | 319,322 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $15.5M | 311,549 | Added |
| 4 | Hilltop National Bank | $14.0M | 280,389 | Hold |
| 5 | Private Advisor Group, LLC | $11.5M | 229,553 | Added |
| 6 | DIVERSIFIED MANAGEMENT INC | $11.2M | 224,829 | Trimmed |
| 7 | Longview Financial Advisors, Inc. | $9.3M | 187,257 | Added |
| 8 | PECAUT & CO. | $7.6M | 152,906 | Added |
| 9 | Atlas Wealth Partners, LLC | $6.8M | 136,034 | Added |
| 10 | Cullen/Frost Bankers, Inc. | $5.8M | 117,080 | Hold |
| 11 | Waterloo Capital, L.P. | $5.8M | 116,730 | Added |
| 12 | COOPER INVESTORS PTY LTD | $5.3M | 106,357 | Trimmed |
| 13 | IFP Advisors, Inc | $5.2M | 103,698 | Trimmed |
| 14 | SENTINEL TRUST CO LBA | $4.9M | 99,035 | New |
| 15 | Philip James Wealth Mangement, LLC | $4.9M | 98,702 | Trimmed |
| 16 | KESTRA PRIVATE WEALTH SERVICES, LLC | $4.0M | 81,163 | Added |
| 17 | Clarity Asset Management, Inc. | $4.0M | 80,190 | Added |
| 18 | Abacus Planning Group, Inc. | $3.6M | 71,422 | Added |
| 19 | Cambridge Investment Research Advisors, Inc. | $3.5M | 71,084 | Added |
| 20 | DAVENPORT & Co LLC | $3.2M | 65,088 | Added |
| 21 | Pekin Hardy Strauss, Inc. | $2.3M | 45,556 | Trimmed |
| 22 | Spire Wealth Management | $2.2M | 43,294 | Added |
| 23 | INDEPENDENT FINANCIAL GROUP, LLC | $1.7M | 33,237 | Trimmed |
| 24 | Atria Investments, Inc | $1.5M | 30,244 | Added |
| 25 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $1.1M | 21,756 | Added |