| 1 | Orgel Wealth Management, LLC | $127.6M | 6.8M | Trimmed |
| 2 | Global X Japan Co., Ltd. | $61.4M | 3.3M | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $47.1M | 2.5M | Added |
| 4 | FUKOKU MUTUAL LIFE INSURANCE Co | $29.0M | 1.6M | Hold |
| 5 | State of Wisconsin - Board of Commissioners of Public Lands | $25.1M | 1.3M | Hold |
| 6 | RATIONAL ADVISORS, INC. | $23.6M | 1.3M | Added |
| 7 | Columbus Macro, LLC | $21.0M | 1.1M | Added |
| 8 | Tiller Private Wealth, Inc. | $19.5M | 1.0M | Added |
| 9 | ASSETMARK, INC | $17.6M | 943,083 | Added |
| 10 | COLLECTIVE FAMILY OFFICE LLC | $14.5M | 777,208 | Added |
| 11 | NAPLES GLOBAL ADVISORS, LLC | $11.8M | 632,112 | Added |
| 12 | EXCHANGE TRADED CONCEPTS, LLC | $11.3M | 605,218 | New |
| 13 | Ocean Park Asset Management, LLC | $11.3M | 605,218 | New |
| 14 | CONNING INC. | $10.8M | 580,200 | Hold |
| 15 | Carnegie Investment Counsel | $10.0M | 533,633 | Added |
| 16 | AlphaStar Capital Management, LLC | $9.3M | 496,591 | Added |
| 17 | Prairiewood Capital, LLC | $7.4M | 397,610 | Trimmed |
| 18 | Kestra Advisory Services, LLC | $6.7M | 357,909 | Trimmed |
| 19 | Plan Group Financial, LLC | $6.1M | 327,939 | Added |
| 20 | First Interstate Bank | $6.0M | 321,320 | Added |
| 21 | PARK AVENUE SECURITIES LLC | $5.4M | 290,163 | Trimmed |
| 22 | SWS Partners | $5.2M | 278,848 | Trimmed |
| 23 | Apella Capital, LLC | $4.9M | 260,807 | Trimmed |
| 24 | Sound Income Strategies, LLC | $4.2M | 226,017 | Trimmed |
| 25 | Fifth Third Securities, Inc. | $3.7M | 197,434 | Added |