| 1 | PensionDanmark Pensionsforsikringsaktieselskab | $3.8M | 10,326 | New |
| 2 | Valeo Financial Advisors, LLC | $2.4M | 6,500 | Added |
| 3 | Assenagon Asset Management S.A. | $1.6M | 4,426 | Trimmed |
| 4 | GK Wealth Management LLC | $1.5M | 4,196 | New |
| 5 | Hennion & Walsh Asset Management, Inc. | $1.4M | 3,874 | Added |
| 6 | TrueWealth Advisors, LLC | $1.2M | 3,194 | Added |
| 7 | ROCKLAND TRUST CO | $843,418 | 2,312 | Hold |
| 8 | FNY Investment Advisers, LLC | $818,000 | 2,245 | New |
| 9 | Westmount Partners, LLC | $703,334 | 1,928 | Added |
| 10 | CoreCap Advisors, LLC | $671,232 | 1,840 | Trimmed |
| 11 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $638,364 | 1,750 | Added |
| 12 | Baron Wealth Management LLC | $554,131 | 1,519 | Added |
| 13 | Versant Capital Management, Inc | $368,997 | 1,012 | Trimmed |
| 14 | Silverleafe Capital Partners, LLC | $359,693 | 986 | Added |
| 15 | Sunburst Financial Group, LLC | $302,784 | 830 | Added |
| 16 | Dynamic Advisor Solutions LLC | $291,811 | 800 | New |
| 17 | Graves Light Lenhart Wealth, Inc. | $262,656 | 720 | Hold |
| 18 | Avior Wealth Management, LLC | $240,038 | 658 | Trimmed |
| 19 | JGP Wealth Management, LLC | $213,803 | 586 | New |
| 20 | Beaird Harris Wealth Management, LLC | $146,369 | 401 | Hold |
| 21 | MassMutual Private Wealth & Trust, FSB | $81,715 | 224 | Added |
| 22 | Byrne Asset Management LLC | $72,595 | 199 | Trimmed |
| 23 | HARBOR INVESTMENT ADVISORY, LLC | $58,338 | 160 | New |
| 24 | Hilltop National Bank | $46,330 | 127 | Trimmed |
| 25 | Roxbury Financial LLC | $18,240 | 50 | New |