| 1 | Dynamic Advisor Solutions LLC | $3.4M | 35,432 | New |
| 2 | NEVILLE RODIE & SHAW INC | $2.9M | 30,325 | Added |
| 3 | 180 WEALTH ADVISORS, LLC | $1.1M | 11,535 | Added |
| 4 | Versant Capital Management, Inc | $893,063 | 9,408 | Added |
| 5 | TRUST POINT INC. | $568,538 | 5,989 | Added |
| 6 | GAMMA Investing LLC | $519,932 | 5,477 | Added |
| 7 | Avior Wealth Management, LLC | $439,214 | 4,627 | Trimmed |
| 8 | Castle Rock Wealth Management, LLC | $345,551 | 3,702 | Trimmed |
| 9 | Valeo Financial Advisors, LLC | $345,119 | 3,636 | Added |
| 10 | 55 North Private Wealth, LLC | $313,174 | 3,299 | Added |
| 11 | FNY Investment Advisers, LLC | $273,000 | 2,880 | New |
| 12 | Thrive Wealth Management, LLC | $262,671 | 2,767 | Trimmed |
| 13 | MOODY NATIONAL BANK TRUST DIVISION | $249,191 | 2,625 | Hold |
| 14 | Hilltop National Bank | $171,064 | 1,802 | Hold |
| 15 | EASTERN BANK | $93,126 | 981 | Trimmed |
| 16 | Grove Bank & Trust | $90,753 | 956 | Trimmed |
| 17 | CoreCap Advisors, LLC | $25,125 | 265 | Trimmed |
| 18 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $19,936 | 210 | Hold |
| 19 | Retirement Wealth Solutions LLC | $14,430 | 152 | Added |
| 20 | Dogwood Wealth Management LLC | $13,290 | 140 | Hold |
| 21 | ELEVATION WEALTH PARTNERS, LLC | $11,582 | 122 | New |
| 22 | CX Institutional | $7,000 | 69 | Added |
| 23 | MJT & Associates Financial Advisory Group, Inc. | $6,076 | 64 | Hold |
| 24 | Kozak & Associates, Inc. | $5,321 | 57 | Hold |
| 25 | HARBOR INVESTMENT ADVISORY, LLC | $3,133 | 33 | Hold |