| 1 | WESTWOOD HOLDINGS GROUP INC | $45.4M | 1.6M | Added |
| 2 | LPL Financial LLC | $31.5M | 1.1M | Added |
| 3 | Rockefeller Capital Management L.P. | $5.4M | 188,452 | Added |
| 4 | Janney Montgomery Scott LLC | $5.0M | 173,237 | Trimmed |
| 5 | North Star Investment Management Corp. | $4.9M | 169,686 | Added |
| 6 | STIFEL FINANCIAL CORP | $3.9M | 137,929 | Added |
| 7 | Miller Global Investments, LLC | $3.3M | 113,986 | Trimmed |
| 8 | Garden State Investment Advisory Services LLC | $2.8M | 99,000 | New |
| 9 | Chicago Partners Investment Group LLC | $2.7M | 97,716 | New |
| 10 | MORGAN STANLEY | $2.5M | 87,881 | New |
| 11 | Royal Bank of Canada | $2.5M | 87,802 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 65,602 | Added |
| 13 | Clear Trail Advisors, LLC | $1.7M | 59,656 | Added |
| 14 | Wealthcare Advisory Partners LLC | $870,129 | 30,424 | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $831,000 | 29,053 | Added |
| 16 | Tandem Financial, LLC | $737,719 | 25,593 | New |
| 17 | OSAIC HOLDINGS, INC. | $664,908 | 23,242 | Trimmed |
| 18 | Steward Partners Investment Advisory, LLC | $586,758 | 20,516 | Trimmed |
| 19 | OPPENHEIMER & CO INC | $562,162 | 19,656 | Trimmed |
| 20 | SHEPHERD KAPLAN KROCHUK, LLC | $530,416 | 18,546 | Added |
| 21 | SILVER OAK SECURITIES, INCORPORATED | $419,505 | 14,668 | Trimmed |
| 22 | Avidian Wealth Enterprises, LLC | $347,118 | 12,137 | Added |
| 23 | Tactive Advisors, LLC | $327,592 | 11,454 | Added |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $284,027 | 9,931 | New |
| 25 | Founders Financial Alliance, LLC | $161,762 | 5,656 | Hold |