| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $131.7M | 258,577 | Trimmed |
| 2 | ATWOOD & PALMER INC | $34.6M | 67,995 | Added |
| 3 | Czech National Bank | $29.4M | 57,752 | Added |
| 4 | OLD REPUBLIC INTERNATIONAL CORP | $23.8M | 46,800 | Hold |
| 5 | PensionDanmark Pensionsforsikringsaktieselskab | $17.9M | 35,146 | New |
| 6 | MassMutual Private Wealth & Trust, FSB | $10.8M | 21,248 | Added |
| 7 | Hennion & Walsh Asset Management, Inc. | $9.4M | 18,490 | Added |
| 8 | Victrix Investment Advisors | $7.1M | 13,880 | Added |
| 9 | Valeo Financial Advisors, LLC | $6.7M | 13,078 | Trimmed |
| 10 | Gradient Investments LLC | $6.2M | 12,164 | Added |
| 11 | CANANDAIGUA NATIONAL BANK & TRUST CO | $6.0M | 11,719 | Trimmed |
| 12 | Dynamic Advisor Solutions LLC | $5.5M | 10,713 | Added |
| 13 | First National Bank of Mount Dora, Trust Investment Services | $3.8M | 7,382 | Trimmed |
| 14 | GAMMA Investing LLC | $3.5M | 6,797 | Trimmed |
| 15 | ABNER HERRMAN & BROCK LLC | $3.4M | 6,682 | Added |
| 16 | DMKC Advisory Services, LLC | $3.3M | 6,550 | Added |
| 17 | Trilogy Capital Inc. | $3.2M | 6,245 | Added |
| 18 | Apella Capital, LLC | $3.0M | 5,656 | Trimmed |
| 19 | Greenfield Savings Bank | $2.3M | 4,545 | Hold |
| 20 | 180 WEALTH ADVISORS, LLC | $2.3M | 4,477 | Added |
| 21 | JGP Wealth Management, LLC | $2.1M | 4,031 | Trimmed |
| 22 | CoreCap Advisors, LLC | $1.9M | 3,827 | Trimmed |
| 23 | Thrive Wealth Management, LLC | $1.7M | 3,359 | Added |
| 24 | Roxbury Financial LLC | $1.6M | 3,199 | Added |
| 25 | CX Institutional | $1.5M | 2,935 | Trimmed |