| 1 | CAPITAL ADVISORS INC/OK | $70.9M | 3.3M | Added |
| 2 | HM PAYSON & CO | $59.4M | 2.7M | Added |
| 3 | Klingman & Associates, LLC | $37.4M | 1.7M | Added |
| 4 | SIGMA INVESTMENT COUNSELORS INC | $36.2M | 1.7M | Added |
| 5 | Gratus Wealth Advisors, LLC | $35.8M | 1.6M | Added |
| 6 | Kathmere Capital Management, LLC | $29.4M | 1.3M | Trimmed |
| 7 | RVW Wealth, LLC | $28.5M | 1.3M | Added |
| 8 | Venture Visionary Partners LLC | $27.8M | 1.3M | Added |
| 9 | WOODMONT INVESTMENT COUNSEL LLC | $26.3M | 1.2M | Added |
| 10 | HOWLAND CAPITAL MANAGEMENT LLC | $22.3M | 1.0M | Added |
| 11 | MV CAPITAL MANAGEMENT, INC. | $20.3M | 930,457 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $18.0M | 827,324 | Added |
| 13 | Kestra Advisory Services, LLC | $17.4M | 797,556 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $16.6M | 762,897 | Added |
| 15 | Arrow Financial Corp | $15.3M | 702,825 | Added |
| 16 | First National Trust Co | $14.2M | 653,441 | Added |
| 17 | Ironwood Financial, llc | $13.9M | 644,551 | Added |
| 18 | PFG Private Wealth Management, LLC | $12.4M | 569,999 | Trimmed |
| 19 | Probity Advisors, Inc. | $12.4M | 569,582 | Added |
| 20 | CENTRAL TRUST Co | $11.7M | 538,604 | Added |
| 21 | REBALANCE, LLC | $10.6M | 483,987 | Added |
| 22 | MinichMacGregor Wealth Management, LLC | $10.3M | 474,157 | Added |
| 23 | Parkway Wealth Management Group, LLC | $10.2M | 466,293 | Added |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $10.1M | 464,538 | Added |
| 25 | BENJAMIN EDWARDS INC | $9.7M | 445,634 | Trimmed |