| 1 | Valeo Financial Advisors, LLC | $682.3M | 913,720 | Trimmed |
| 2 | Trust Asset Management LLC | $374.6M | 1.2M | Trimmed |
| 3 | Shulman DeMeo Asset Management LLC | $278.0M | 372,247 | Trimmed |
| 4 | BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT | $131.5M | 176,101 | Added |
| 5 | TLWM | $128.0M | 171,390 | Trimmed |
| 6 | EASTERN BANK | $116.1M | 155,477 | Trimmed |
| 7 | Strategic Point Investment Advisors, LLC | $112.0M | 149,939 | Trimmed |
| 8 | Gainplan LLC | $93.1M | 127,962 | Added |
| 9 | West Financial Advisors, LLC | $72.7M | 97,397 | Added |
| 10 | Attessa Capital LLC | $70.0M | 93,729 | Added |
| 11 | FIRST FINANCIAL BANK - TRUST DIVISION | $67.2M | 89,927 | Trimmed |
| 12 | Legacy Wealth Management, LLC / MS | $65.3M | 87,441 | Trimmed |
| 13 | Apella Capital, LLC | $63.6M | 85,001 | Trimmed |
| 14 | Hobart Private Capital, LLC | $55.3M | 74,119 | Added |
| 15 | CANANDAIGUA NATIONAL BANK & TRUST CO | $47.3M | 63,366 | Trimmed |
| 16 | Kozak & Associates, Inc. | $47.0M | 63,062 | Trimmed |
| 17 | Beacon Bank & Trust | $46.9M | 62,762 | Trimmed |
| 18 | Chesley Taft & Associates LLC | $45.9M | 61,466 | Trimmed |
| 19 | Mechanics Bank Trust Department | $44.2M | 59,249 | Added |
| 20 | Trinity Financial Advisors LLC | $44.0M | 58,809 | Trimmed |
| 21 | Avior Wealth Management, LLC | $35.2M | 47,080 | Added |
| 22 | MOODY NATIONAL BANK TRUST DIVISION | $34.0M | 45,579 | Added |
| 23 | CoreCap Advisors, LLC | $32.8M | 43,860 | Added |
| 24 | First Heartland Consultants, Inc. | $31.6M | 42,275 | Added |
| 25 | Central Pacific Bank - Trust Division | $31.0M | 41,559 | Added |