| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $62.4M | 3.4M | Trimmed |
| 2 | Trinity Financial Advisors LLC | $6.9M | 374,036 | Added |
| 3 | FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | $6.4M | 345,778 | Added |
| 4 | Mirador Capital Partners LP | $4.8M | 257,143 | Trimmed |
| 5 | STABLEFORD CAPITAL II LLC | $3.6M | 192,802 | Added |
| 6 | Avior Wealth Management, LLC | $3.5M | 188,289 | Trimmed |
| 7 | COMMUNITY TRUST & INVESTMENT CO | $2.9M | 153,949 | Added |
| 8 | Hennion & Walsh Asset Management, Inc. | $2.2M | 119,790 | Added |
| 9 | RDA Financial Network | $1.4M | 76,633 | Added |
| 10 | Mallini Complete Financial Planning LLC | $741,704 | 40,027 | Added |
| 11 | First National Bank of Mount Dora, Trust Investment Services | $666,412 | 35,964 | Trimmed |
| 12 | Quad-Cities Investment Group, LLC | $584,773 | 31,558 | Added |
| 13 | PensionDanmark Pensionsforsikringsaktieselskab | $584,362 | 31,536 | New |
| 14 | CoreCap Advisors, LLC | $478,643 | 25,831 | Added |
| 15 | MOODY NATIONAL BANK TRUST DIVISION | $296,980 | 16,027 | Trimmed |
| 16 | Bison Wealth, LLC | $236,133 | 12,723 | Hold |
| 17 | Worth Asset Management, LLC | $235,420 | 12,705 | Trimmed |
| 18 | CHAPIN DAVIS, INC. | $223,325 | 12,052 | Added |
| 19 | 180 WEALTH ADVISORS, LLC | $212,543 | 11,470 | New |
| 20 | Valeo Financial Advisors, LLC | $207,671 | 11,207 | Trimmed |
| 21 | Madison Park Capital Advisors, LLC | $204,367 | 3,544 | Trimmed |
| 22 | Miller Global Investments, LLC | $203,237 | 10,968 | Hold |
| 23 | Dynamic Advisor Solutions LLC | $193,481 | 10,441 | New |
| 24 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $113,145 | 6,106 | Hold |
| 25 | KERR FINANCIAL PLANNING Corp | $66,269 | 3,577 | Hold |