| 1 | CONGRESS ASSET MANAGEMENT CO | $49.8M | 80,779 | Trimmed |
| 2 | Renaissance Investment Group LLC | $16.8M | 27,296 | Added |
| 3 | ORSER CAPITAL MANAGEMENT, LLC | $14.8M | 24,058 | Trimmed |
| 4 | MOODY NATIONAL BANK TRUST DIVISION | $4.7M | 7,545 | Trimmed |
| 5 | PVG ASSET MANAGEMENT CORP | $3.9M | 6,301 | Added |
| 6 | Hennion & Walsh Asset Management, Inc. | $3.1M | 5,008 | Added |
| 7 | TLWM | $2.7M | 4,338 | Trimmed |
| 8 | GAMMA Investing LLC | $2.0M | 3,241 | Added |
| 9 | TrueWealth Advisors, LLC | $1.7M | 2,789 | Added |
| 10 | BRAVE ASSET MANAGEMENT INC | $1.1M | 1,760 | Hold |
| 11 | Apella Capital, LLC | $856,892 | 1,451 | New |
| 12 | Avior Wealth Management, LLC | $832,117 | 1,349 | New |
| 13 | CANANDAIGUA NATIONAL BANK & TRUST CO | $592,166 | 960 | Hold |
| 14 | CoreCap Advisors, LLC | $468,182 | 759 | Trimmed |
| 15 | Marathon Mission, Inc. | $450,293 | 730 | Hold |
| 16 | EASTERN BANK | $428,704 | 695 | Added |
| 17 | Graves Light Lenhart Wealth, Inc. | $413,283 | 670 | Hold |
| 18 | Balefire, LLC | $386,142 | 626 | Trimmed |
| 19 | Versant Capital Management, Inc | $257,222 | 417 | Trimmed |
| 20 | LifeGoal Investments, LLC | $235,016 | 381 | New |
| 21 | Quantum Financial Advisors, LLC | $226,997 | 368 | New |
| 22 | 180 WEALTH ADVISORS, LLC | $222,846 | 361 | New |
| 23 | Vigilare Wealth Management | $220,829 | 358 | New |
| 24 | Fermata Advisors, LLC | $212,810 | 345 | New |
| 25 | HARBOR INVESTMENT ADVISORY, LLC | $117,200 | 190 | New |