| 1 | MassMutual Private Wealth & Trust, FSB | $14.4M | 39,680 | Added |
| 2 | CX Institutional | $11.5M | 31,783 | Added |
| 3 | KWMG, LLC | $7.8M | 21,614 | Added |
| 4 | Assenagon Asset Management S.A. | $4.9M | 13,451 | Added |
| 5 | Chesley Taft & Associates LLC | $3.7M | 10,224 | Added |
| 6 | CANANDAIGUA NATIONAL BANK & TRUST CO | $2.6M | 7,263 | Added |
| 7 | SHAYNE & JACOBS, LLC | $2.3M | 6,420 | Added |
| 8 | Stonebridge Financial Group, LLC | $2.0M | 5,460 | Added |
| 9 | Avior Wealth Management, LLC | $1.1M | 3,123 | Added |
| 10 | GAMMA Investing LLC | $843,394 | 2,325 | Added |
| 11 | CoreCap Advisors, LLC | $728,402 | 2,008 | Added |
| 12 | MOODY NATIONAL BANK TRUST DIVISION | $639,891 | 1,764 | Added |
| 13 | EASTERN BANK | $471,575 | 1,300 | Hold |
| 14 | PensionDanmark Pensionsforsikringsaktieselskab | $449,810 | 1,240 | New |
| 15 | TRUST POINT INC. | $398,669 | 1,099 | Trimmed |
| 16 | ROCKLAND TRUST CO | $326,475 | 900 | Hold |
| 17 | TrueWealth Advisors, LLC | $290,200 | 800 | Hold |
| 18 | Sunburst Financial Group, LLC | $243,043 | 670 | Trimmed |
| 19 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $90,688 | 250 | Hold |
| 20 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $69,339 | 191 | Added |
| 21 | Hilltop National Bank | $47,158 | 130 | Trimmed |
| 22 | Versant Capital Management, Inc | $19,226 | 53 | Trimmed |
| 23 | ELEVATION WEALTH PARTNERS, LLC | $9,069 | 25 | Trimmed |
| 24 | Arlington Trust Co LLC | $9,069 | 25 | Added |
| 25 | HARBOR INVESTMENT ADVISORY, LLC | $9,069 | 25 | Hold |