| 1 | CAPITAL ADVISORS INC/OK | $119.0M | 5.1M | Added |
| 2 | HM PAYSON & CO | $72.8M | 3.1M | Added |
| 3 | SUMMITRY LLC | $46.8M | 2.0M | Added |
| 4 | WOODMONT INVESTMENT COUNSEL LLC | $41.0M | 1.8M | Added |
| 5 | Klingman & Associates, LLC | $37.6M | 1.6M | Added |
| 6 | SIGMA INVESTMENT COUNSELORS INC | $36.2M | 1.6M | Added |
| 7 | Gratus Wealth Advisors, LLC | $35.9M | 1.6M | Added |
| 8 | Venture Visionary Partners LLC | $34.5M | 1.5M | Trimmed |
| 9 | Kathmere Capital Management, LLC | $28.3M | 1.2M | Added |
| 10 | Wealthcare Advisory Partners LLC | $28.3M | 1.2M | Added |
| 11 | RVW Wealth, LLC | $28.0M | 1.2M | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $27.4M | 1.2M | Added |
| 13 | Seven Springs Wealth Group, LLC | $26.9M | 1.2M | Trimmed |
| 14 | HOWLAND CAPITAL MANAGEMENT LLC | $25.9M | 1.1M | Added |
| 15 | Kestra Advisory Services, LLC | $21.7M | 937,764 | Added |
| 16 | MV CAPITAL MANAGEMENT, INC. | $20.4M | 880,836 | Added |
| 17 | First National Trust Co | $16.6M | 715,822 | Added |
| 18 | Arrow Financial Corp | $15.2M | 655,962 | Added |
| 19 | Ironwood Financial, llc | $14.7M | 636,737 | Added |
| 20 | Mesirow Financial Investment Management, Inc. | $13.9M | 599,061 | Added |
| 21 | Windsor Capital Management, LLC | $13.0M | 562,587 | Added |
| 22 | Robertson Stephens Wealth Management, LLC | $12.9M | 555,787 | Trimmed |
| 23 | Probity Advisors, Inc. | $12.5M | 540,849 | Added |
| 24 | SPINNAKER TRUST | $12.4M | 536,924 | Added |
| 25 | CENTRAL TRUST Co | $12.0M | 517,935 | Added |