| 1 | Assenagon Asset Management S.A. | $821.2M | 16.5M | Added |
| 2 | Crocodile Capital Partners GmbH | $58.0M | 1.2M | Hold |
| 3 | Systrade AG | $31.1M | 627,300 | Hold |
| 4 | Gradient Investments LLC | $6.6M | 132,484 | Added |
| 5 | Versant Capital Management, Inc | $1.2M | 23,532 | Added |
| 6 | TRUST POINT INC. | $690,173 | 13,926 | Added |
| 7 | Valeo Financial Advisors, LLC | $626,904 | 12,649 | Added |
| 8 | M.E. ALLISON & CO., INC. | $523,354 | 10,560 | Hold |
| 9 | Avior Wealth Management, LLC | $404,373 | 8,159 | Trimmed |
| 10 | 55 North Private Wealth, LLC | $354,935 | 7,162 | New |
| 11 | Foster Group, Inc. | $320,058 | 6,458 | New |
| 12 | Dynamic Advisor Solutions LLC | $239,375 | 4,830 | New |
| 13 | MassMutual Private Wealth & Trust, FSB | $222,524 | 4,490 | Trimmed |
| 14 | Hilltop National Bank | $219,848 | 4,436 | Trimmed |
| 15 | JGP Wealth Management, LLC | $216,875 | 4,376 | New |
| 16 | GAMMA Investing LLC | $98,277 | 1,983 | Added |
| 17 | CoreCap Advisors, LLC | $25,771 | 520 | Added |
| 18 | ELEVATION WEALTH PARTNERS, LLC | $12,936 | 261 | New |
| 19 | Retirement Wealth Solutions LLC | $11,944 | 241 | Added |
| 20 | CX Institutional | $11,000 | 224 | Trimmed |
| 21 | Roxbury Financial LLC | $10,322 | 208 | Added |
| 22 | Arlington Trust Co LLC | $8,921 | 180 | Hold |
| 23 | HARBOR INVESTMENT ADVISORY, LLC | $7,236 | 146 | Hold |
| 24 | Byrne Asset Management LLC | $6,443 | 130 | Trimmed |
| 25 | Grove Bank & Trust | $5,600 | 113 | Added |