| 1 | LBJ Family Wealth Advisors, Ltd. | $9.8M | 250,209 | Added |
| 2 | CARY STREET PARTNERS FINANCIAL LLC | $7.9M | 200,375 | Added |
| 3 | LEUTHOLD GROUP, LLC | $4.3M | 110,143 | New |
| 4 | Prospera Financial Services Inc | $2.7M | 68,117 | New |
| 5 | Sidoxia Capital Management, LLC | $1.5M | 38,460 | Added |
| 6 | D.A. DAVIDSON & CO. | $655,804 | 16,649 | New |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $543,380 | 13,795 | Hold |
| 8 | PFG Investments, LLC | $536,380 | 13,617 | New |
| 9 | Kestra Advisory Services, LLC | $512,927 | 13,022 | New |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $412,783 | 10,479 | New |
| 11 | Baker Ellis Asset Management LLC | $315,120 | 8,000 | Added |
| 12 | 4Thought Financial Group Inc. | $291,766 | 7,407 | Added |
| 13 | Global View Capital Management LLC | $280,259 | 7,115 | Trimmed |
| 14 | Summit Global Investments | $265,000 | 6,733 | Added |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $237,717 | 6,084 | Trimmed |
| 16 | EWA, LLC | $225,193 | 5,717 | New |
| 17 | APS Management Group, Inc. | $224,291 | 5,694 | Trimmed |
| 18 | AlphaCentric Advisors LLC | $134,202 | 3,407 | Added |
| 19 | TRUST CO OF TOLEDO NA /OH/ | $82,049 | 2,083 | Hold |
| 20 | Blue Trust, Inc. | $6,342 | 161 | New |
| 21 | Pflug Koory, LLC | $4,018 | 102 | Hold |
| 22 | AE Wealth Management LLC | $3,939 | 100 | Hold |
| 23 | Farther Finance Advisors, LLC | $1,645 | 42 | New |
| 24 | Oakmont Advisory Group, LLC | $578 | 15 | New |
| 25 | Quest 10 Wealth Builders, Inc. | $355 | 9 | Hold |