| 1 | Dynamic Advisor Solutions LLC | $2.5M | 63,168 | Added |
| 2 | Assenagon Asset Management S.A. | $2.2M | 54,378 | Added |
| 3 | SWP Investment Management LLC | $1.6M | 40,254 | New |
| 4 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.3M | 31,974 | Added |
| 5 | Connective Portfolio Management, LLC | $988,899 | 25,000 | New |
| 6 | Gradient Investments LLC | $931,608 | 23,585 | Added |
| 7 | MOODY NATIONAL BANK TRUST DIVISION | $443,309 | 11,223 | Trimmed |
| 8 | Valeo Financial Advisors, LLC | $233,205 | 5,904 | Added |
| 9 | Versant Capital Management, Inc | $131,733 | 3,335 | Added |
| 10 | MassMutual Private Wealth & Trust, FSB | $103,490 | 2,620 | Trimmed |
| 11 | CoreCap Advisors, LLC | $86,979 | 2,202 | Added |
| 12 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $64,067 | 1,622 | Trimmed |
| 13 | GAMMA Investing LLC | $37,565 | 951 | Added |
| 14 | CX Institutional | $28,000 | 700 | New |
| 15 | MJT & Associates Financial Advisory Group, Inc. | $20,066 | 508 | Hold |
| 16 | ELEVATION WEALTH PARTNERS, LLC | $10,902 | 276 | New |
| 17 | HARBOR INVESTMENT ADVISORY, LLC | $4,187 | 106 | Hold |
| 18 | Grove Bank & Trust | $3,437 | 87 | Hold |
| 19 | Noble Wealth Management PBC | $1,462 | 37 | New |
| 20 | Beaird Harris Wealth Management, LLC | $990 | 25 | Hold |
| 21 | Avior Wealth Management, LLC | $0 | 0 | Exited |
| 22 | 180 WEALTH ADVISORS, LLC | $0 | 0 | Exited |
| 23 | Longview Financial Advisors, Inc. | $0 | 0 | Exited |
| 24 | SANDERS MORRIS HARRIS LLC | $0 | 0 | Exited |