| 1 | Harel Insurance Investments & Financial Services Ltd. | $114.4M | 2.3M | New |
| 2 | State of New Jersey Common Pension Fund D | $19.7M | 400,000 | Hold |
| 3 | Cambridge Investment Research Advisors, Inc. | $10.9M | 220,926 | Added |
| 4 | Cordoba Advisory Partners LLC | $8.5M | 171,747 | Added |
| 5 | Gradient Investments LLC | $7.9M | 159,674 | Added |
| 6 | McAdam, LLC | $5.7M | 115,747 | New |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $4.7M | 95,855 | Added |
| 8 | Mid-American Wealth Advisory Group, Inc. | $4.3M | 87,606 | Trimmed |
| 9 | Atria Investments, Inc | $4.1M | 82,650 | New |
| 10 | Roger Wittlin Investment Advisory, LLC | $3.0M | 60,842 | Trimmed |
| 11 | J.W. COLE ADVISORS, INC. | $2.8M | 57,671 | Added |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.1M | 43,089 | Added |
| 13 | ARMSTRONG ADVISORY GROUP, INC | $1.3M | 26,982 | Added |
| 14 | Elm3 Financial Group, LLC | $1.1M | 21,960 | Trimmed |
| 15 | Clear Creek Financial Management, LLC | $1.1M | 21,574 | Trimmed |
| 16 | NAPLES GLOBAL ADVISORS, LLC | $1.0M | 20,310 | Added |
| 17 | LifeGoal Investments, LLC | $841,385 | 17,063 | New |
| 18 | Bright Futures Wealth Management, LLC. | $618,714 | 12,547 | Added |
| 19 | AE Wealth Management LLC | $552,198 | 11,198 | Trimmed |
| 20 | True Wealth Design, LLC | $546,059 | 11,074 | New |
| 21 | TITLEIST ASSET MANAGEMENT, LLC | $538,670 | 10,924 | Added |
| 22 | Private Advisor Group, LLC | $490,071 | 9,939 | Added |
| 23 | Tactive Advisors, LLC | $480,928 | 9,753 | Added |
| 24 | Total Clarity Wealth Management, Inc. | $367,527 | 7,453 | Trimmed |
| 25 | Gateway Wealth Partners, LLC | $293,447 | 5,951 | Trimmed |