| 1 | CONGRESS ASSET MANAGEMENT CO | $193.4M | 230,412 | Trimmed |
| 2 | Hennion & Walsh Asset Management, Inc. | $10.0M | 11,939 | Added |
| 3 | Value Investment Professionals, LLC | $2.7M | 3,209 | Trimmed |
| 4 | ORSER CAPITAL MANAGEMENT, LLC | $2.6M | 3,097 | New |
| 5 | Assenagon Asset Management S.A. | $2.5M | 3,017 | New |
| 6 | Valeo Financial Advisors, LLC | $1.9M | 2,250 | New |
| 7 | ELEVATION WEALTH PARTNERS, LLC | $1.6M | 1,928 | Trimmed |
| 8 | NEVILLE RODIE & SHAW INC | $1.2M | 1,408 | New |
| 9 | GAMMA Investing LLC | $1.1M | 1,292 | Added |
| 10 | GK Wealth Management LLC | $956,871 | 1,140 | New |
| 11 | Baron Wealth Management LLC | $747,030 | 890 | Trimmed |
| 12 | Balefire, LLC | $470,881 | 561 | Trimmed |
| 13 | Apella Capital, LLC | $419,471 | 622 | Added |
| 14 | City Center Advisors, LLC | $311,403 | 371 | Trimmed |
| 15 | Worth Asset Management, LLC | $302,169 | 360 | New |
| 16 | Versant Capital Management, Inc | $244,254 | 291 | Trimmed |
| 17 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $208,159 | 248 | Trimmed |
| 18 | Strategic Investment Solutions, Inc. /IL | $167,872 | 200 | Hold |
| 19 | EASTERN BANK | $167,872 | 200 | New |
| 20 | HARBOR INVESTMENT ADVISORY, LLC | $163,675 | 195 | New |
| 21 | Cedar Mountain Advisors, LLC | $67,988 | 81 | Hold |
| 22 | MassMutual Private Wealth & Trust, FSB | $50,362 | 60 | Added |
| 23 | CoreCap Advisors, LLC | $31,056 | 37 | Trimmed |
| 24 | Dogwood Wealth Management LLC | $15,948 | 19 | Added |
| 25 | Arlington Trust Co LLC | $4,197 | 5 | New |