| 1 | Gradient Investments LLC | $120.5M | 1.5M | Trimmed |
| 2 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $41.5M | 522,617 | Added |
| 3 | Bangor Savings Bank | $37.2M | 468,405 | Added |
| 4 | CoreCap Advisors, LLC | $17.1M | 214,694 | Added |
| 5 | HARBOR INVESTMENT ADVISORY, LLC | $14.1M | 178,090 | Added |
| 6 | Quantum Financial Advisors, LLC | $13.2M | 166,254 | Trimmed |
| 7 | INSPIRION WEALTH ADVISORS, LLC | $9.5M | 119,119 | Added |
| 8 | Versant Capital Management, Inc | $7.5M | 94,750 | Trimmed |
| 9 | Avior Wealth Management, LLC | $7.3M | 91,749 | Added |
| 10 | Stonebridge Financial Group, LLC | $4.1M | 51,407 | Added |
| 11 | Financial Enhancement Group LLC | $4.0M | 49,899 | Added |
| 12 | Apella Capital, LLC | $3.7M | 45,276 | Trimmed |
| 13 | Mills Wealth Advisors LLC | $3.6M | 44,793 | Added |
| 14 | Pacific Excel Wealth Advisors, Inc. | $3.3M | 41,784 | New |
| 15 | Paul R. Ried Financial Group, LLC | $2.5M | 30,899 | Trimmed |
| 16 | LifeGoal Investments, LLC | $2.2M | 27,323 | Added |
| 17 | Clark Asset Management, LLC | $2.2M | 27,120 | Added |
| 18 | McNaughton Wealth Management, LLC | $2.0M | 25,639 | Added |
| 19 | Pathway Financial Advisors LLC | $1.4M | 16,965 | Hold |
| 20 | First Heartland Consultants, Inc. | $1.2M | 15,587 | Added |
| 21 | FIRST FINANCIAL BANK - TRUST DIVISION | $1.2M | 15,176 | Hold |
| 22 | CX Institutional | $848,000 | 10,676 | Trimmed |
| 23 | LEGACY SOLUTIONS, LLC | $778,554 | 9,803 | Hold |
| 24 | Dynamic Advisor Solutions LLC | $732,808 | 9,227 | Added |
| 25 | Vigilare Wealth Management | $695,640 | 8,759 | New |