| 1 | Aptus Capital Advisors, LLC | $160.3M | 6.3M | Added |
| 2 | Capital Investment Advisors, LLC | $84.2M | 3.3M | Added |
| 3 | MORGAN STANLEY | $73.5M | 2.9M | Added |
| 4 | WELLS FARGO & COMPANY/MN | $71.1M | 2.8M | Trimmed |
| 5 | CAPITAL ADVISORS INC/OK | $70.5M | 2.8M | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $61.7M | 2.4M | Added |
| 7 | Summit Financial, LLC | $40.0M | 1.6M | Added |
| 8 | SIGMA INVESTMENT COUNSELORS INC | $38.2M | 1.5M | Added |
| 9 | UBS Group AG | $29.6M | 1.2M | Added |
| 10 | Klingman & Associates, LLC | $27.3M | 1.1M | Added |
| 11 | Seven Springs Wealth Group, LLC | $26.8M | 1.1M | Added |
| 12 | Royal Bank of Canada | $25.7M | 1.0M | Added |
| 13 | AMERIPRISE FINANCIAL INC | $25.5M | 1.0M | Trimmed |
| 14 | Sound View Wealth Advisors Group, LLC | $22.9M | 905,660 | Added |
| 15 | US BANCORP \DE\ | $21.9M | 868,522 | Added |
| 16 | HighTower Advisors, LLC | $21.6M | 854,043 | Added |
| 17 | Advisors Capital Management, LLC | $21.2M | 840,219 | Added |
| 18 | MV CAPITAL MANAGEMENT, INC. | $19.5M | 773,344 | Trimmed |
| 19 | COWA, LLC | $18.4M | 729,002 | Added |
| 20 | RAYMOND JAMES FINANCIAL INC | $18.3M | 725,258 | Added |
| 21 | Arrow Financial Corp | $15.5M | 614,512 | Added |
| 22 | PFG Private Wealth Management, LLC | $13.9M | 549,790 | Added |
| 23 | MB, LEVIS & ASSOCIATES, LLC | $13.2M | 521,224 | Added |
| 24 | Rockefeller Capital Management L.P. | $13.1M | 519,723 | Added |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $12.9M | 510,121 | Trimmed |