| 1 | CONGRESS ASSET MANAGEMENT CO | $55.7M | 226,921 | Trimmed |
| 2 | PensionDanmark Pensionsforsikringsaktieselskab | $10.2M | 41,428 | New |
| 3 | Assenagon Asset Management S.A. | $10.0M | 40,776 | Added |
| 4 | RDA Financial Network | $4.0M | 16,350 | Added |
| 5 | Central Pacific Bank - Trust Division | $1.4M | 426,503 | Trimmed |
| 6 | Grant Private Wealth Management Inc | $1.4M | 5,622 | Added |
| 7 | STABLEFORD CAPITAL II LLC | $1.3M | 5,353 | Trimmed |
| 8 | Hennion & Walsh Asset Management, Inc. | $1.0M | 4,278 | Trimmed |
| 9 | GAMMA Investing LLC | $528,088 | 2,153 | Added |
| 10 | Dynamic Advisor Solutions LLC | $464,560 | 1,894 | Trimmed |
| 11 | Hummer Financial Advisory Services Inc | $441,504 | 1,800 | Hold |
| 12 | 180 WEALTH ADVISORS, LLC | $392,228 | 1,599 | Trimmed |
| 13 | Valeo Financial Advisors, LLC | $332,779 | 1,357 | New |
| 14 | Teamwork Financial Advisors, LLC | $332,357 | 1,355 | Trimmed |
| 15 | Versant Capital Management, Inc | $286,732 | 1,169 | Added |
| 16 | Shearwater Capital LLC | $255,091 | 1,040 | Trimmed |
| 17 | Castle Rock Wealth Management, LLC | $217,245 | 882 | Trimmed |
| 18 | EPIQ PARTNERS, LLC | $207,752 | 847 | New |
| 19 | Grove Bank & Trust | $139,810 | 570 | Trimmed |
| 20 | HARBOR INVESTMENT ADVISORY, LLC | $129,998 | 530 | Hold |
| 21 | CoreCap Advisors, LLC | $82,414 | 336 | Trimmed |
| 22 | MassMutual Private Wealth & Trust, FSB | $73,584 | 300 | Trimmed |
| 23 | Noble Wealth Management PBC | $61,320 | 250 | Trimmed |
| 24 | CX Institutional | $33,000 | 133 | Added |
| 25 | Dogwood Wealth Management LLC | $15,207 | 62 | Added |