| 1 | First Interstate Bank | $62.7M | 1.3M | Trimmed |
| 2 | CONNABLE OFFICE INC | $56.9M | 1.2M | Trimmed |
| 3 | Aaron Wealth Advisors LLC | $55.5M | 1.1M | Added |
| 4 | MOLLER WEALTH PARTNERS | $51.7M | 1.0M | Added |
| 5 | NBT BANK N A /NY | $46.4M | 941,050 | Added |
| 6 | Versant Capital Management, Inc | $43.6M | 883,841 | Added |
| 7 | Barry Investment Advisors, LLC | $30.8M | 626,000 | Added |
| 8 | CENTRAL TRUST Co | $24.5M | 497,060 | Added |
| 9 | Colony Family Offices, LLC | $19.7M | 400,097 | Trimmed |
| 10 | Pathway Financial Advisors LLC | $19.3M | 387,547 | Trimmed |
| 11 | Navalign, LLC | $17.2M | 348,035 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $15.6M | 317,220 | Trimmed |
| 13 | Ledyard National Bank | $9.5M | 192,311 | Trimmed |
| 14 | STEPH & CO | $9.2M | 187,506 | Trimmed |
| 15 | CoreCap Advisors, LLC | $8.7M | 177,387 | Added |
| 16 | Envestnet Portfolio Solutions, Inc. | $8.3M | 168,164 | Trimmed |
| 17 | Cornerstone National Bank & Trust Co | $7.5M | 153,255 | Added |
| 18 | ARKANSAS FINANCIAL GROUP, INC. | $7.5M | 151,996 | Trimmed |
| 19 | a16z Perennial Management, L.P. | $7.2M | 147,066 | New |
| 20 | Boltwood Capital Management | $6.9M | 140,613 | Added |
| 21 | VAQUERO PRIVATE WEALTH, LTD | $6.5M | 131,917 | New |
| 22 | Austin Wealth Management, LLC | $6.0M | 116,916 | Added |
| 23 | Fermata Advisors, LLC | $5.4M | 110,010 | Added |
| 24 | SENTINEL TRUST CO LBA | $4.8M | 97,695 | New |
| 25 | Cambridge Investment Research Advisors, Inc. | $4.8M | 96,958 | Added |