| 1 | CAPITAL ADVISORS INC/OK | $90.2M | 3.6M | Added |
| 2 | HM PAYSON & CO | $80.2M | 3.2M | Added |
| 3 | HENGEHOLD CAPITAL MANAGEMENT LLC | $38.4M | 1.5M | Added |
| 4 | SUMMITRY LLC | $38.1M | 1.5M | Added |
| 5 | WOODMONT INVESTMENT COUNSEL LLC | $36.7M | 1.5M | Trimmed |
| 6 | Gratus Wealth Advisors, LLC | $35.6M | 1.4M | Added |
| 7 | Kathmere Capital Management, LLC | $35.1M | 1.4M | Added |
| 8 | SIGMA INVESTMENT COUNSELORS INC | $33.8M | 1.3M | Added |
| 9 | HOWLAND CAPITAL MANAGEMENT LLC | $33.1M | 1.3M | Added |
| 10 | Klingman & Associates, LLC | $32.7M | 1.3M | Trimmed |
| 11 | RVW Wealth, LLC | $30.5M | 1.2M | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $27.1M | 1.1M | Added |
| 13 | Kestra Advisory Services, LLC | $25.3M | 1.0M | Added |
| 14 | TABR Capital Management, LLC | $23.9M | 946,636 | Added |
| 15 | TRUIST FINANCIAL CORP | $23.7M | 939,140 | Added |
| 16 | MV CAPITAL MANAGEMENT, INC. | $20.3M | 803,638 | Added |
| 17 | BENJAMIN EDWARDS INC | $19.7M | 778,356 | Added |
| 18 | REBALANCE, LLC | $17.2M | 682,885 | Trimmed |
| 19 | Mesirow Financial Investment Management, Inc. | $16.5M | 653,571 | Added |
| 20 | SPINNAKER TRUST | $16.1M | 639,228 | Added |
| 21 | Arrow Financial Corp | $14.9M | 591,506 | Added |
| 22 | CENTRAL TRUST Co | $14.7M | 583,112 | Added |
| 23 | NOVEM GROUP | $14.2M | 563,458 | Added |
| 24 | Strid Group, LLC | $13.5M | 533,967 | Added |
| 25 | Windsor Capital Management, LLC | $13.0M | 516,289 | Added |