| 1 | Fisher Asset Management, LLC | $143.4M | 2.9M | Trimmed |
| 2 | EVERGREEN CAPITAL MANAGEMENT LLC | $31.4M | 639,408 | Trimmed |
| 3 | Verger Capital Management LLC | $28.0M | 570,320 | Added |
| 4 | Versant Capital Management, Inc | $24.5M | 497,916 | Added |
| 5 | MFA WEALTH ADVISORS, LLC | $15.0M | 304,539 | Trimmed |
| 6 | Van Cleef Asset Management,Inc | $13.3M | 269,735 | Trimmed |
| 7 | Financial Advisory Corp | $11.1M | 226,108 | Added |
| 8 | Morningstar Investment Management LLC | $8.9M | 154,885 | Hold |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $8.3M | 168,344 | Trimmed |
| 10 | Strategic Wealth Investment Group, LLC | $7.7M | 157,645 | Trimmed |
| 11 | Cambridge Investment Research Advisors, Inc. | $6.0M | 121,616 | Added |
| 12 | CLIENT 1ST ADVISORY GROUP, LLC | $5.6M | 114,299 | Added |
| 13 | Cullen/Frost Bankers, Inc. | $5.5M | 112,456 | Hold |
| 14 | Ayalon Insurance Comp Ltd. | $5.3M | 107,474 | Hold |
| 15 | Banco Santander, S.A. | $4.8M | 97,784 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $4.8M | 96,873 | Added |
| 17 | PINNACLE ASSOCIATES LTD | $4.6M | 94,593 | Trimmed |
| 18 | CLUNE & ASSOCIATES, LTD. | $4.6M | 94,559 | Added |
| 19 | Envestnet Portfolio Solutions, Inc. | $4.1M | 83,169 | Added |
| 20 | NORTHLAND SECURITIES, INC. | $3.8M | 78,141 | Added |
| 21 | SIERRA SUMMIT ADVISORS LLC | $3.5M | 71,228 | Added |
| 22 | SENTINEL TRUST CO LBA | $3.4M | 68,300 | Added |
| 23 | Advocate Investing Services LLC | $3.1M | 63,195 | Added |
| 24 | ABLE Financial Group, LLC | $3.1M | 62,535 | Added |
| 25 | TRUIST FINANCIAL CORP | $2.9M | 58,457 | Added |