| 1 | CONGRESS ASSET MANAGEMENT CO | $33.4M | 1.2M | Added |
| 2 | Assenagon Asset Management S.A. | $27.0M | 970,799 | Added |
| 3 | PensionDanmark Pensionsforsikringsaktieselskab | $2.4M | 85,660 | New |
| 4 | Mirador Capital Partners LP | $1.7M | 62,578 | Added |
| 5 | Chesley Taft & Associates LLC | $1.6M | 57,600 | New |
| 6 | MOODY NATIONAL BANK TRUST DIVISION | $1.2M | 43,000 | Added |
| 7 | Hennion & Walsh Asset Management, Inc. | $542,573 | 19,503 | Trimmed |
| 8 | ELEVATION WEALTH PARTNERS, LLC | $466,152 | 16,756 | Added |
| 9 | Wynn Capital, LLC | $406,590 | 14,615 | Added |
| 10 | Evanson Financial, LLC | $268,936 | 9,667 | New |
| 11 | Trinity Financial Advisors LLC | $226,956 | 8,158 | New |
| 12 | GAMMA Investing LLC | $117,484 | 4,223 | Trimmed |
| 13 | CX Institutional | $106,000 | 3,805 | Added |
| 14 | Versant Capital Management, Inc | $80,122 | 2,880 | Trimmed |
| 15 | HARBOR INVESTMENT ADVISORY, LLC | $43,622 | 1,568 | Added |
| 16 | CoreCap Advisors, LLC | $24,955 | 897 | Trimmed |
| 17 | EASTERN BANK | $18,083 | 650 | Hold |
| 18 | Finley Financial, LLC | $13,048 | 469 | Hold |
| 19 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $12,519 | 450 | Added |
| 20 | MassMutual Private Wealth & Trust, FSB | $5,898 | 212 | Trimmed |
| 21 | Grove Bank & Trust | $4,034 | 145 | Hold |
| 22 | Retirement Wealth Solutions LLC | $2,198 | 79 | Trimmed |
| 23 | Cedar Mountain Advisors, LLC | $584 | 21 | Hold |
| 24 | Strategic Investment Solutions, Inc. /IL | $334 | 12 | New |
| 25 | Noble Wealth Management PBC | $0 | 0 | Exited |