| 1 | PensionDanmark Pensionsforsikringsaktieselskab | $3.6M | 9,766 | New |
| 2 | Assenagon Asset Management S.A. | $3.3M | 8,725 | Trimmed |
| 3 | ORSER CAPITAL MANAGEMENT, LLC | $2.0M | 5,280 | Trimmed |
| 4 | GAMMA Investing LLC | $823,414 | 2,204 | Added |
| 5 | Apella Capital, LLC | $639,963 | 1,687 | New |
| 6 | Hennion & Walsh Asset Management, Inc. | $417,685 | 1,118 | New |
| 7 | TRUST POINT INC. | $389,293 | 1,042 | Trimmed |
| 8 | Mirador Capital Partners LP | $363,513 | 973 | New |
| 9 | Grove Bank & Trust | $362,392 | 970 | Hold |
| 10 | EASTERN BANK | $301,869 | 808 | Hold |
| 11 | Versant Capital Management, Inc | $157,286 | 421 | Added |
| 12 | CX Institutional | $157,000 | 420 | Trimmed |
| 13 | MassMutual Private Wealth & Trust, FSB | $78,082 | 209 | Trimmed |
| 14 | Roxbury Financial LLC | $76,065 | 204 | Added |
| 15 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $56,040 | 150 | Hold |
| 16 | ELEVATION WEALTH PARTNERS, LLC | $42,217 | 113 | Added |
| 17 | Retirement Wealth Solutions LLC | $7,472 | 20 | Added |
| 18 | CoreCap Advisors, LLC | $5,978 | 16 | Added |
| 19 | Cedar Mountain Advisors, LLC | $4,857 | 13 | Hold |
| 20 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $1,868 | 5 | Hold |
| 21 | HARBOR INVESTMENT ADVISORY, LLC | $747 | 2 | Hold |
| 22 | Beaird Harris Wealth Management, LLC | $374 | 1 | Hold |