| 1 | Arrow Financial Corp | $15.8M | 615,529 | Added |
| 2 | MB, LEVIS & ASSOCIATES, LLC | $13.9M | 542,068 | Added |
| 3 | MV CAPITAL MANAGEMENT, INC. | $12.1M | 473,436 | Added |
| 4 | Guidance Point Advisors, LLC | $7.1M | 278,043 | Added |
| 5 | Krilogy Financial LLC | $5.2M | 201,612 | Trimmed |
| 6 | Paradigm, Strategies in Wealth Management, LLC | $5.0M | 194,436 | Added |
| 7 | 4Thought Financial Group Inc. | $4.8M | 187,049 | Added |
| 8 | Probity Advisors, Inc. | $4.6M | 179,280 | Added |
| 9 | BENJAMIN EDWARDS INC | $4.0M | 157,496 | Trimmed |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.8M | 111,642 | Added |
| 11 | ADIRONDACK TRUST CO | $2.4M | 92,232 | Added |
| 12 | INSTRUMENTAL WEALTH, LLC | $2.4M | 91,787 | Added |
| 13 | Kestra Advisory Services, LLC | $2.2M | 85,992 | Added |
| 14 | J.W. COLE ADVISORS, INC. | $2.0M | 77,812 | Added |
| 15 | Archford Capital Strategies, LLC | $2.0M | 76,143 | Trimmed |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $1.9M | 75,050 | Trimmed |
| 17 | Marathon Mission, Inc. | $1.8M | 70,199 | New |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 52,166 | Added |
| 19 | Segment Wealth Management, LLC | $998,790 | 39,000 | Added |
| 20 | Gilbert & Cook, Inc. | $980,095 | 38,270 | Hold |
| 21 | Associated Banc-Corp | $966,290 | 37,731 | Added |
| 22 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $964,806 | 37,673 | Added |
| 23 | Daviman Financial, LLC | $843,389 | 32,932 | Added |
| 24 | CFG Wealth Management Services, Inc. | $770,277 | 30,042 | Hold |
| 25 | Koesten, Hirschmann & Crabtree, INC. | $517,783 | 20,218 | New |