| 1 | OAKWORTH CAPITAL, INC. | $41.0M | 609,679 | Added |
| 2 | Kestra Advisory Services, LLC | $28.2M | 420,482 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $21.6M | 322,764 | Trimmed |
| 4 | PARK AVENUE SECURITIES LLC | $11.6M | 173,804 | Trimmed |
| 5 | Cambridge Investment Research Advisors, Inc. | $11.3M | 169,204 | Added |
| 6 | Concurrent Investment Advisors, LLC | $11.0M | 163,818 | Added |
| 7 | CONSOLIDATED CAPITAL MANAGEMENT, LLC | $10.5M | 157,311 | Added |
| 8 | ARKANSAS FINANCIAL GROUP, INC. | $10.5M | 156,064 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $7.8M | 116,724 | Trimmed |
| 10 | SP Asset Management LLC | $6.9M | 102,390 | Trimmed |
| 11 | Ninety One SA (PTY) Ltd | $6.8M | 102,200 | New |
| 12 | First Citizens Financial Corp | $6.2M | 92,717 | Trimmed |
| 13 | Gerald Baker Financial Group LLC | $5.3M | 79,533 | Added |
| 14 | FORTE ASSET MANAGEMENT LLC | $5.2M | 77,580 | Added |
| 15 | Stillwater Capital Advisors, LLC | $4.9M | 73,540 | Trimmed |
| 16 | Private Advisor Group, LLC | $4.3M | 64,414 | Trimmed |
| 17 | TRUIST FINANCIAL CORP | $3.8M | 56,535 | Trimmed |
| 18 | Sowa Financial Group, Inc. | $3.7M | 55,039 | Trimmed |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.6M | 52,744 | Trimmed |
| 20 | RAINEY & RANDALL WEALTH ADVISORS INC. | $3.1M | 46,017 | Trimmed |
| 21 | Mine & Arao Wealth Creation & Management, LLC. | $3.0M | 44,401 | Added |
| 22 | J.W. COLE ADVISORS, INC. | $2.9M | 42,844 | New |
| 23 | LOM Asset Management Ltd | $2.8M | 42,439 | Added |
| 24 | Conservest Capital Advisors, Inc. | $2.7M | 40,897 | Added |
| 25 | Laurel Wealth Advisors LLC | $2.6M | 38,497 | Added |