| 1 | Bank of Italy | $56.2M | 771,136 | Hold |
| 2 | TOMPKINS FINANCIAL CORP | $31.0M | 425,668 | Added |
| 3 | Systelligence, LLC | $20.8M | 284,700 | New |
| 4 | PRINCIPAL FINANCIAL GROUP INC | $14.3M | 195,483 | Added |
| 5 | SOA Wealth Advisors, LLC. | $12.1M | 165,919 | Trimmed |
| 6 | Laurel Wealth Planning LLC | $11.3M | 155,404 | Trimmed |
| 7 | Private Advisor Group, LLC | $7.2M | 99,044 | Trimmed |
| 8 | MEITAV INVESTMENT HOUSE LTD | $4.3M | 58,805 | Added |
| 9 | Gradient Investments LLC | $4.2M | 58,090 | Added |
| 10 | BIRCHBROOK, INC. | $3.5M | 47,396 | Trimmed |
| 11 | Affiance Financial, LLC | $3.3M | 45,299 | Added |
| 12 | MassMutual Private Wealth & Trust, FSB | $2.7M | 37,484 | Added |
| 13 | Armbruster Capital Management, Inc. | $2.6M | 35,346 | Trimmed |
| 14 | ROGCO, LP | $2.3M | 31,802 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 29,783 | Added |
| 16 | Richard P Slaughter Associates Inc | $2.2M | 29,764 | Added |
| 17 | Savvy Advisors, Inc. | $2.1M | 28,600 | Added |
| 18 | Gilbert Capital Group, Inc. | $2.0M | 27,253 | Trimmed |
| 19 | Farther Finance Advisors, LLC | $2.0M | 26,781 | Added |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 23,702 | Trimmed |
| 21 | Napier Financial, LLC | $1.7M | 23,155 | Trimmed |
| 22 | Crestwood Advisors Group, LLC | $1.7M | 22,832 | Added |
| 23 | R. W. Roge & Company, Inc. | $1.5M | 21,071 | Hold |
| 24 | BASSO CAPITAL MANAGEMENT, L.P. | $1.3M | 17,261 | New |
| 25 | RETIREMENT INCOME SOLUTIONS, INC | $954,911 | 15,138 | Hold |