| 1 | LPL Financial LLC | $38.8M | 915,259 | Added |
| 2 | WESTWOOD HOLDINGS GROUP INC | $24.6M | 580,000 | Hold |
| 3 | Christian Investment Advisors, Inc. | $14.8M | 339,499 | Added |
| 4 | CREATIVE FINANCIAL DESIGNS INC /ADV | $12.3M | 289,506 | Trimmed |
| 5 | Bare Financial Services, Inc | $11.1M | 262,512 | Added |
| 6 | Faithward Advisors, LLC | $7.8M | 184,261 | Added |
| 7 | STIFEL FINANCIAL CORP | $7.8M | 182,661 | Trimmed |
| 8 | AMERIPRISE FINANCIAL INC | $7.7M | 180,293 | Trimmed |
| 9 | Plan A Wealth LLC | $7.5M | 176,510 | Added |
| 10 | Kestra Advisory Services, LLC | $6.8M | 160,321 | Added |
| 11 | O'Connor Financial Group LLC | $6.5M | 153,011 | Trimmed |
| 12 | OneAscent Financial Services LLC | $6.4M | 150,978 | Added |
| 13 | CreativeOne Wealth, LLC | $5.9M | 138,805 | New |
| 14 | ASSETMARK, INC | $5.1M | 120,412 | Added |
| 15 | Turning Point Benefit Group, Inc. | $4.9M | 141,847 | Added |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.3M | 101,394 | Trimmed |
| 17 | EverSource Wealth Advisors, LLC | $4.0M | 93,831 | Added |
| 18 | GOLDMAN SACHS GROUP INC | $3.7M | 86,865 | New |
| 19 | Sound Financial Strategies Group, LLC | $3.1M | 72,894 | Added |
| 20 | XY Planning Network, Inc. | $2.3M | 53,729 | Added |
| 21 | Investment Research Partners LLC | $2.1M | 50,339 | Added |
| 22 | IFP Advisors, Inc | $2.1M | 50,166 | Added |
| 23 | FAMILY WEALTH PARTNERS, LLC | $2.1M | 49,510 | Added |
| 24 | Focus Partners Advisor Solutions, LLC | $2.1M | 49,414 | Added |
| 25 | CWM, LLC | $1.9M | 45,132 | Trimmed |