| 1 | Teamwork Financial Advisors, LLC | $12.4M | 51,926 | Added |
| 2 | Norman Fields, Gottscho Capital Management, LLC | $8.1M | 33,808 | Trimmed |
| 3 | Czech National Bank | $6.0M | 25,203 | Added |
| 4 | Graves Light Lenhart Wealth, Inc. | $3.1M | 12,994 | Added |
| 5 | Assenagon Asset Management S.A. | $3.1M | 12,827 | New |
| 6 | PensionDanmark Pensionsforsikringsaktieselskab | $2.8M | 11,600 | New |
| 7 | BDF-GESTION | $2.5M | 6,783 | Trimmed |
| 8 | JGP Wealth Management, LLC | $1.5M | 6,243 | Trimmed |
| 9 | GAMMA Investing LLC | $1.4M | 6,003 | Added |
| 10 | Bangor Savings Bank | $960,745 | 4,032 | Trimmed |
| 11 | Avior Wealth Management, LLC | $745,816 | 3,130 | Added |
| 12 | Somerset Trust Co | $639,544 | 2,684 | Trimmed |
| 13 | NerdWallet Wealth Partners, LLC | $555,192 | 2,330 | Hold |
| 14 | Dynamic Advisor Solutions LLC | $444,654 | 1,866 | Added |
| 15 | MassMutual Private Wealth & Trust, FSB | $354,084 | 1,486 | Added |
| 16 | Central Pacific Bank - Trust Division | $330,494 | 1,387 | Added |
| 17 | MOODY NATIONAL BANK TRUST DIVISION | $304,998 | 1,280 | Added |
| 18 | First Heartland Consultants, Inc. | $263,776 | 1,107 | New |
| 19 | Shulman DeMeo Asset Management LLC | $245,361 | 1,030 | Trimmed |
| 20 | 180 WEALTH ADVISORS, LLC | $230,178 | 966 | Hold |
| 21 | Greenfield Savings Bank | $229,464 | 963 | Hold |
| 22 | Baring Financial LLC | $224,348 | 942 | New |
| 23 | Hennion & Walsh Asset Management, Inc. | $224,221 | 941 | New |
| 24 | CX Institutional | $195,000 | 816 | Added |
| 25 | Hilltop National Bank | $145,589 | 611 | Added |