| 1 | Castleview Partners, LLC | $25.4M | 988,999 | Added |
| 2 | State of New Jersey Common Pension Fund D | $15.4M | 600,000 | Added |
| 3 | CREATIVE FINANCIAL DESIGNS INC /ADV | $11.6M | 452,508 | Added |
| 4 | United Asset Strategies, Inc. | $10.9M | 424,493 | Added |
| 5 | Auour Investments LLC | $8.7M | 340,554 | Added |
| 6 | Biltmore Family Office, LLC | $6.5M | 251,828 | Trimmed |
| 7 | Royal Bank of Canada | $6.2M | 241,251 | Trimmed |
| 8 | CWC Advisors, LLC. | $5.4M | 211,437 | Added |
| 9 | Sterneck Capital Management, LLC | $5.3M | 205,476 | Added |
| 10 | Apollon Wealth Management, LLC | $4.5M | 176,502 | Added |
| 11 | Balefire, LLC | $4.4M | 170,092 | Trimmed |
| 12 | EXCHANGE TRADED CONCEPTS, LLC | $4.0M | 155,652 | Trimmed |
| 13 | Acorn Wealth Advisors, LLC | $3.2M | 125,594 | Added |
| 14 | Camarda Financial Advisors, LLC | $3.2M | 123,227 | Added |
| 15 | Bison Wealth, LLC | $3.0M | 118,810 | Added |
| 16 | NewEdge Advisors, LLC | $2.6M | 101,884 | Added |
| 17 | LPL Financial LLC | $2.5M | 98,625 | Added |
| 18 | WealthPlan Investment Management, LLC | $2.5M | 98,427 | Trimmed |
| 19 | BlackDiamond Wealth Management, LLC | $2.5M | 97,787 | Added |
| 20 | Orion Porfolio Solutions, LLC | $2.1M | 82,617 | Added |
| 21 | WESPAC Advisors, LLC | $1.9M | 75,859 | Added |
| 22 | TRUST CO OF TOLEDO NA /OH/ | $1.8M | 72,006 | Added |
| 23 | STIFEL FINANCIAL CORP | $1.5M | 60,078 | Added |
| 24 | WealthPLAN Partners, LLC | $1.4M | 53,864 | Trimmed |
| 25 | MAI Capital Management | $1.3M | 49,796 | Added |