| 1 | eCIO, Inc. | $80.2M | 4.2M | New |
| 2 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | $10.7M | 552,344 | Trimmed |
| 3 | Vermillion Wealth Management, Inc. | $4.7M | 241,493 | New |
| 4 | Ethos Financial Group, LLC | $3.1M | 164,351 | Added |
| 5 | NORTH STAR ASSET MANAGEMENT INC | $3.0M | 154,703 | Added |
| 6 | Mosaic Advisors LLC | $3.0M | 154,500 | New |
| 7 | Coston, McIsaac & Partners | $2.9M | 150,286 | Added |
| 8 | Wealthspire Advisors, LLC | $2.3M | 121,138 | New |
| 9 | CARRET ASSET MANAGEMENT, LLC | $943,343 | 48,827 | Trimmed |
| 10 | STALEY CAPITAL ADVISERS INC | $925,916 | 47,925 | Hold |
| 11 | EDGAR LOMAX CO/VA | $803,651 | 41,597 | Hold |
| 12 | Williams Jones Wealth Management, LLC. | $768,156 | 39,760 | Trimmed |
| 13 | Fortune Financial Group, Inc. | $656,696 | 33,990 | Hold |
| 14 | MOODY LYNN & LIEBERSON, LLC | $543,476 | 28,130 | Hold |
| 15 | Fulton Bank, N.A. | $496,191 | 25,682 | Trimmed |
| 16 | ROWLANDMILLER & PARTNERS.ADV | $286,101 | 14,808 | Added |
| 17 | Estabrook Capital Management | $281,338 | 14,562 | Hold |
| 18 | Westside Investment Management, Inc. | $159,877 | 8,274 | Hold |
| 19 | Financial Gravity Companies, Inc. | $58,709 | 3,039 | Added |
| 20 | NBT BANK N A /NY | $41,591 | 2,153 | New |
| 21 | Game Plan Financial Advisors, LLC | $39,503 | 2,045 | Hold |
| 22 | Luminist Capital LLC | $29,575 | 1,531 | New |
| 23 | Front Street Capital Management, Inc. | $0 | 0 | Exited |
| 24 | Jackson Wealth Management, LLC | $0 | 0 | Exited |
| 25 | Coastwise Capital Group, LLC | $0 | 0 | Exited |