| 1 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $418.3M | 5.5M | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $199.5M | 2.6M | Added |
| 3 | Winthrop Advisory Group LLC | $105.2M | 1.4M | Added |
| 4 | Sageworth Trust Co | $104.9M | 1.4M | Trimmed |
| 5 | Calamos Wealth Management LLC | $79.1M | 1.0M | Added |
| 6 | Abundance Wealth Counselors | $78.7M | 1.0M | Added |
| 7 | TOMPKINS FINANCIAL CORP | $74.8M | 982,891 | Added |
| 8 | TLWM | $71.7M | 942,276 | Added |
| 9 | WESBANCO BANK INC | $63.2M | 829,770 | Trimmed |
| 10 | PARK AVENUE SECURITIES LLC | $44.5M | 584,590 | Added |
| 11 | Physician Wealth Advisors, Inc. | $44.0M | 578,518 | Added |
| 12 | Premier Path Wealth Partners, LLC | $35.2M | 462,777 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $30.2M | 397,166 | Added |
| 14 | Financial Council, LLC | $29.9M | 392,461 | Added |
| 15 | Kestra Advisory Services, LLC | $29.6M | 388,452 | Trimmed |
| 16 | Sequoia Financial Advisors, LLC | $29.2M | 383,334 | Added |
| 17 | Merit Financial Group, LLC | $22.9M | 301,412 | Trimmed |
| 18 | Cornerstone Wealth Group, LLC | $22.7M | 298,550 | Trimmed |
| 19 | JENNISON ASSOCIATES LLC | $22.5M | 296,085 | Trimmed |
| 20 | Madrona Financial Services, LLC | $22.4M | 294,338 | Added |
| 21 | Atwater Malick LLC | $21.6M | 284,196 | Added |
| 22 | Horst & Graben Wealth Management LLC | $21.6M | 287,888 | Added |
| 23 | Legacy Private Trust Co. | $17.2M | 226,336 | Trimmed |
| 24 | WHITTIER TRUST CO | $16.4M | 214,683 | Trimmed |
| 25 | Arcadia Wealth Management, LLC | $16.3M | 214,141 | Added |