| 1 | Castleview Partners, LLC | $25.4M | 988,999 | Added |
| 2 | State of New Jersey Common Pension Fund D | $15.4M | 600,000 | Added |
| 3 | CREATIVE FINANCIAL DESIGNS INC /ADV | $11.6M | 452,508 | Added |
| 4 | United Asset Strategies, Inc. | $10.9M | 424,493 | Added |
| 5 | Auour Investments LLC | $8.7M | 340,554 | Added |
| 6 | CWC Advisors, LLC. | $5.4M | 211,437 | Added |
| 7 | Sterneck Capital Management, LLC | $5.3M | 205,476 | Added |
| 8 | Apollon Wealth Management, LLC | $4.5M | 176,502 | Added |
| 9 | Balefire, LLC | $4.4M | 170,092 | Trimmed |
| 10 | EXCHANGE TRADED CONCEPTS, LLC | $4.0M | 155,652 | Trimmed |
| 11 | Acorn Wealth Advisors, LLC | $3.2M | 125,594 | Added |
| 12 | Bison Wealth, LLC | $3.0M | 118,810 | Added |
| 13 | WealthPlan Investment Management, LLC | $2.5M | 98,427 | Trimmed |
| 14 | TRUST CO OF TOLEDO NA /OH/ | $1.8M | 72,006 | Added |
| 15 | WealthPLAN Partners, LLC | $1.4M | 53,864 | Trimmed |
| 16 | BEAM WEALTH ADVISORS, INC. | $1.1M | 44,118 | Added |
| 17 | KINGSWOOD WEALTH ADVISORS, LLC | $1.0M | 40,323 | Added |
| 18 | Dynamic Advisor Solutions LLC | $934,750 | 36,407 | Added |
| 19 | Cambridge Investment Research Advisors, Inc. | $762,000 | 29,688 | Added |
| 20 | HBW ADVISORY SERVICES LLC | $698,454 | 27,204 | Trimmed |
| 21 | Commerce Advisors, LLC | $681,340 | 26,537 | Added |
| 22 | Diesslin Group, Inc. | $516,092 | 20,101 | Added |
| 23 | R2 Capital Strategies, LLC | $510,851 | 19,897 | New |
| 24 | Provenance Wealth Advisors, LLC | $499,507 | 19,455 | New |
| 25 | TCP Asset Management, LLC | $392,314 | 15,280 | Trimmed |