| 1 | CoreCap Advisors, LLC | $6.5M | 52,697 | Added |
| 2 | ANDERSON HOAGLAND & CO | $5.7M | 46,003 | Trimmed |
| 3 | Assenagon Asset Management S.A. | $3.2M | 25,714 | Trimmed |
| 4 | Central Pacific Bank - Trust Division | $1.1M | 9,300 | Hold |
| 5 | TRUST POINT INC. | $762,784 | 6,205 | Trimmed |
| 6 | Hennion & Walsh Asset Management, Inc. | $446,113 | 3,629 | Added |
| 7 | Baron Wealth Management LLC | $443,041 | 3,604 | Added |
| 8 | Apella Capital, LLC | $286,589 | 5,148 | Added |
| 9 | GAMMA Investing LLC | $271,429 | 2,208 | Added |
| 10 | CANANDAIGUA NATIONAL BANK & TRUST CO | $242,541 | 1,973 | Trimmed |
| 11 | CX Institutional | $119,000 | 1,943 | Added |
| 12 | Versant Capital Management, Inc | $116,906 | 951 | Trimmed |
| 13 | Arlington Trust Co LLC | $30,241 | 246 | New |
| 14 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $24,586 | 200 | Hold |
| 15 | MassMutual Private Wealth & Trust, FSB | $21,267 | 173 | Added |
| 16 | Strategic Investment Solutions, Inc. /IL | $12,570 | 102 | Hold |
| 17 | Retirement Wealth Solutions LLC | $4,180 | 34 | Trimmed |
| 18 | ELEVATION WEALTH PARTNERS, LLC | $2,336 | 19 | New |
| 19 | Cedar Mountain Advisors, LLC | $2,213 | 18 | Hold |
| 20 | Beaird Harris Wealth Management, LLC | $1,722 | 14 | Hold |
| 21 | Dogwood Wealth Management LLC | $1,475 | 12 | Hold |
| 22 | Westmount Partners, LLC | $0 | 0 | Exited |
| 23 | Bison Wealth, LLC | $0 | 0 | Exited |
| 24 | EASTERN BANK | $0 | 0 | Exited |