| 1 | Eldred Rock Partners, LLC | $12.7M | 163,231 | Trimmed |
| 2 | Gradient Investments LLC | $5.7M | 73,110 | Added |
| 3 | NEVILLE RODIE & SHAW INC | $5.2M | 66,450 | Trimmed |
| 4 | DMKC Advisory Services, LLC | $3.4M | 44,190 | Added |
| 5 | Cohen Capital Management, Inc. | $1.9M | 24,200 | Hold |
| 6 | Hilltop National Bank | $1.8M | 22,662 | Trimmed |
| 7 | Victrix Investment Advisors | $1.7M | 22,186 | Added |
| 8 | Red Spruce Capital, LLC | $1.6M | 21,069 | Added |
| 9 | Israel Discount Bank of New York | $1.5M | 19,409 | Hold |
| 10 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.3M | 17,202 | Added |
| 11 | TRUST POINT INC. | $1.3M | 16,706 | Trimmed |
| 12 | Valeo Financial Advisors, LLC | $1.3M | 16,583 | Trimmed |
| 13 | MOODY NATIONAL BANK TRUST DIVISION | $1.3M | 16,511 | Trimmed |
| 14 | Miller Global Investments, LLC | $1.1M | 14,591 | Hold |
| 15 | GAMMA Investing LLC | $1.1M | 14,412 | Added |
| 16 | Connective Portfolio Management, LLC | $1.0M | 13,195 | Trimmed |
| 17 | Chesley Taft & Associates LLC | $990,031 | 12,768 | Added |
| 18 | Versant Capital Management, Inc | $878,993 | 11,336 | Added |
| 19 | Dynamic Advisor Solutions LLC | $831,643 | 10,725 | Added |
| 20 | Crescent Sterling, Ltd. | $772,298 | 9,960 | Trimmed |
| 21 | Avior Wealth Management, LLC | $722,674 | 9,320 | Added |
| 22 | EASTERN BANK | $696,232 | 8,979 | Added |
| 23 | 180 WEALTH ADVISORS, LLC | $633,135 | 8,165 | Trimmed |
| 24 | Apella Capital, LLC | $463,267 | 5,650 | Added |
| 25 | Cooper Financial Group | $444,360 | 5,731 | Added |