| 1 | State of New Jersey Common Pension Fund D | $325.6M | 11.8M | Hold |
| 2 | M&T Bank Corp | $135.7M | 4.9M | Added |
| 3 | Polianta Ltd | $122.3M | 4.4M | Added |
| 4 | Heritage Investment Group, Inc. | $48.3M | 1.7M | Added |
| 5 | Modera Wealth Management, LLC | $40.8M | 1.5M | Added |
| 6 | FSM Wealth Advisors, LLC | $20.2M | 731,797 | Added |
| 7 | BRANDYWINE OAK PRIVATE WEALTH LLC | $19.5M | 706,773 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $19.0M | 687,146 | Trimmed |
| 9 | Boston Standard Wealth Management, LLC | $18.8M | 679,938 | Added |
| 10 | Brooklyn FI, LLC | $14.9M | 523,222 | Added |
| 11 | BIP Wealth, LLC | $14.4M | 520,857 | Added |
| 12 | Morton Brown Family Wealth, LLC | $14.4M | 520,305 | Added |
| 13 | Pacific Life Fund Advisors LLC | $12.8M | 462,437 | New |
| 14 | Sumitomo Mitsui DS Asset Management Company, Ltd | $12.4M | 449,025 | Trimmed |
| 15 | ERn Financial, LLC | $12.1M | 439,376 | Added |
| 16 | NAPLES GLOBAL ADVISORS, LLC | $11.7M | 422,626 | Added |
| 17 | Diversified Portfolios, Inc. | $9.8M | 354,453 | Trimmed |
| 18 | CUTLER INVESTMENT COUNSEL LLC | $9.5M | 344,085 | Added |
| 19 | Waldron Private Wealth LLC | $9.1M | 328,005 | Trimmed |
| 20 | Asset Management One Co., Ltd. | $6.8M | 246,000 | Added |
| 21 | FIDUCIARY FINANCIAL GROUP, LLC | $6.6M | 239,851 | Added |
| 22 | Cambridge Investment Research Advisors, Inc. | $5.8M | 210,156 | Added |
| 23 | GP Brinson Investments LLC | $5.8M | 208,553 | Added |
| 24 | Alhambra Investment Management LLC | $5.1M | 183,949 | Trimmed |
| 25 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $4.7M | 169,175 | Added |