| 1 | WESTWOOD HOLDINGS GROUP INC | $35.5M | 858,500 | Hold |
| 2 | LPL Financial LLC | $21.5M | 519,412 | Added |
| 3 | Christian Investment Advisors, Inc. | $17.4M | 427,788 | Trimmed |
| 4 | Cambridge Investment Research Advisors, Inc. | $6.0M | 145,483 | Trimmed |
| 5 | CWM, LLC | $4.4M | 106,496 | Trimmed |
| 6 | BENJAMIN EDWARDS INC | $4.2M | 102,262 | Added |
| 7 | AMERIPRISE FINANCIAL INC | $4.2M | 101,318 | Trimmed |
| 8 | OneAscent Financial Services LLC | $3.4M | 82,311 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $2.9M | 71,293 | Added |
| 10 | CREATIVE FINANCIAL DESIGNS INC /ADV | $2.9M | 71,055 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $2.8M | 67,485 | Added |
| 12 | Cetera Investment Advisers | $2.6M | 61,885 | Added |
| 13 | Turning Point Benefit Group, Inc. | $2.2M | 53,195 | Trimmed |
| 14 | Inspire Advisors, LLC | $2.1M | 51,587 | Trimmed |
| 15 | First Heartland Consultants, Inc. | $2.1M | 51,128 | Trimmed |
| 16 | WorthPointe, LLC | $1.8M | 43,406 | Trimmed |
| 17 | Focus Partners Advisor Solutions, LLC | $1.8M | 43,141 | Added |
| 18 | FAMILY WEALTH PARTNERS, LLC | $1.7M | 41,795 | Added |
| 19 | Atria Investments, Inc | $1.7M | 40,049 | Trimmed |
| 20 | EverSource Wealth Advisors, LLC | $1.7M | 39,944 | Trimmed |
| 21 | Bare Financial Services, Inc | $1.6M | 39,618 | Added |
| 22 | Frontier Asset Management, LLC | $1.5M | 37,423 | Trimmed |
| 23 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.5M | 36,894 | Added |
| 24 | Sound Financial Strategies Group, LLC | $1.5M | 35,069 | Added |
| 25 | Geneos Wealth Management Inc. | $1.4M | 33,763 | Added |