| 1 | HM PAYSON & CO | $100.6M | 4.2M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $36.8M | 1.5M | Added |
| 3 | Gratus Wealth Advisors, LLC | $36.4M | 1.5M | Added |
| 4 | Kathmere Capital Management, LLC | $35.5M | 1.5M | Added |
| 5 | HOWLAND CAPITAL MANAGEMENT LLC | $32.4M | 1.3M | Added |
| 6 | SIGMA INVESTMENT COUNSELORS INC | $32.2M | 1.3M | Added |
| 7 | RVW Wealth, LLC | $30.8M | 1.3M | Added |
| 8 | TRUIST FINANCIAL CORP | $28.6M | 1.2M | Added |
| 9 | Kestra Advisory Services, LLC | $28.2M | 1.2M | Added |
| 10 | WOODMONT INVESTMENT COUNSEL LLC | $25.7M | 1.1M | Trimmed |
| 11 | Klingman & Associates, LLC | $23.2M | 959,571 | Trimmed |
| 12 | MV CAPITAL MANAGEMENT, INC. | $21.1M | 872,805 | Added |
| 13 | BENJAMIN EDWARDS INC | $19.8M | 818,429 | Added |
| 14 | Mesirow Financial Investment Management, Inc. | $18.0M | 742,094 | Added |
| 15 | SPINNAKER TRUST | $17.7M | 732,003 | Added |
| 16 | REBALANCE, LLC | $17.3M | 714,290 | Trimmed |
| 17 | CENTRAL TRUST Co | $15.3M | 632,851 | Added |
| 18 | Strid Group, LLC | $14.8M | 610,929 | Trimmed |
| 19 | NOVEM GROUP | $14.2M | 588,288 | Added |
| 20 | First National Trust Co | $14.1M | 583,708 | Added |
| 21 | Northstar Group, Inc. | $12.6M | 0 | Added |
| 22 | Cambridge Investment Research Advisors, Inc. | $11.8M | 489,126 | Added |
| 23 | Venture Visionary Partners LLC | $11.1M | 456,702 | Trimmed |
| 24 | BEESE FULMER INVESTMENT MANAGEMENT, INC. | $11.0M | 452,252 | Added |
| 25 | McGuire Investment Group, LLC | $10.1M | 416,994 | Added |