| 1 | CAPITAL ADVISORS INC/OK | $70.2M | 3.4M | Added |
| 2 | Venture Visionary Partners LLC | $65.0M | 3.1M | Added |
| 3 | Sarver Vrooman Wealth Advisors | $46.1M | 2.2M | Added |
| 4 | SIGMA INVESTMENT COUNSELORS INC | $39.6M | 1.9M | Added |
| 5 | Klingman & Associates, LLC | $36.8M | 1.8M | Added |
| 6 | SUMMITRY LLC | $34.6M | 1.7M | Added |
| 7 | WOODMONT INVESTMENT COUNSEL LLC | $23.5M | 1.1M | Added |
| 8 | MV CAPITAL MANAGEMENT, INC. | $19.2M | 919,403 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $16.7M | 802,813 | Added |
| 10 | Arrow Financial Corp | $15.5M | 741,952 | Added |
| 11 | HOWLAND CAPITAL MANAGEMENT LLC | $14.3M | 684,857 | Added |
| 12 | Ironwood Financial, llc | $13.6M | 660,559 | Added |
| 13 | PFG Private Wealth Management, LLC | $12.1M | 578,995 | Trimmed |
| 14 | Probity Advisors, Inc. | $11.9M | 573,243 | Added |
| 15 | First National Trust Co | $10.8M | 520,124 | Added |
| 16 | TRUIST FINANCIAL CORP | $10.6M | 508,581 | Added |
| 17 | Parkway Wealth Management Group, LLC | $10.1M | 486,711 | Added |
| 18 | Kestra Advisory Services, LLC | $9.9M | 475,124 | Added |
| 19 | Cornerstone Planning, LLC | $9.6M | 458,296 | Added |
| 20 | Windsor Capital Management, LLC | $9.0M | 433,744 | Added |
| 21 | Guidance Point Advisors, LLC | $9.0M | 431,138 | Added |
| 22 | SPRENG CAPITAL MANAGEMENT, INC. | $8.2M | 391,643 | Added |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $7.4M | 355,795 | Added |
| 24 | Concurrent Investment Advisors, LLC | $6.6M | 316,874 | New |
| 25 | Praetorian Wealth Management, Inc. | $6.4M | 306,517 | Added |