| 1 | Robert B. Daugherty Foundation | $144.4M | 250,000 | Hold |
| 2 | CONGRESS ASSET MANAGEMENT CO | $50.3M | 87,143 | Trimmed |
| 3 | MOODY NATIONAL BANK TRUST DIVISION | $3.4M | 5,967 | Trimmed |
| 4 | CX Institutional | $1.2M | 2,145 | Trimmed |
| 5 | Versant Capital Management, Inc | $784,958 | 1,359 | Trimmed |
| 6 | Hiley Hunt Wealth Management | $454,436 | 787 | Hold |
| 7 | Balefire, LLC | $393,923 | 682 | Trimmed |
| 8 | Lincoln Capital LLC | $346,560 | 600 | Hold |
| 9 | Vigilare Wealth Management | $273,782 | 474 | New |
| 10 | HARBOR INVESTMENT ADVISORY, LLC | $247,213 | 428 | Hold |
| 11 | 55 North Private Wealth, LLC | $219,488 | 380 | New |
| 12 | TRUST POINT INC. | $204,470 | 354 | New |
| 13 | GAMMA Investing LLC | $199,850 | 346 | Added |
| 14 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $101,080 | 175 | Trimmed |
| 15 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $79,130 | 137 | Hold |
| 16 | ELEVATION WEALTH PARTNERS, LLC | $38,700 | 67 | Added |
| 17 | Retirement Wealth Solutions LLC | $29,458 | 51 | Hold |
| 18 | CoreCap Advisors, LLC | $20,794 | 36 | Added |
| 19 | Cedar Mountain Advisors, LLC | $19,638 | 34 | Hold |
| 20 | Dogwood Wealth Management LLC | $12,130 | 21 | Added |
| 21 | MassMutual Private Wealth & Trust, FSB | $6,931 | 12 | Hold |
| 22 | MJT & Associates Financial Advisory Group, Inc. | $0 | 0 | Exited |
| 23 | Global Wealth Strategies & Associates | $0 | 0 | Exited |