| 1 | CAPITAL ADVISORS INC/OK | $71.1M | 2.8M | Added |
| 2 | SIGMA INVESTMENT COUNSELORS INC | $39.9M | 1.6M | Added |
| 3 | Klingman & Associates, LLC | $29.6M | 1.2M | Added |
| 4 | Seven Springs Wealth Group, LLC | $26.8M | 1.1M | Added |
| 5 | MV CAPITAL MANAGEMENT, INC. | $19.5M | 774,005 | Added |
| 6 | Arrow Financial Corp | $15.9M | 630,882 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $13.3M | 528,252 | Added |
| 8 | MB, LEVIS & ASSOCIATES, LLC | $13.3M | 527,546 | Added |
| 9 | PFG Private Wealth Management, LLC | $12.8M | 507,215 | Trimmed |
| 10 | Ironwood Financial, llc | $11.6M | 464,902 | Added |
| 11 | Probity Advisors, Inc. | $10.5M | 415,729 | Added |
| 12 | Parkway Wealth Management Group, LLC | $10.1M | 402,635 | Added |
| 13 | Cornerstone Planning, LLC | $9.6M | 379,908 | Added |
| 14 | Guidance Point Advisors, LLC | $8.2M | 325,556 | Added |
| 15 | HOWLAND CAPITAL MANAGEMENT LLC | $6.4M | 252,860 | Added |
| 16 | Concurrent Investment Advisors, LLC | $6.4M | 252,548 | New |
| 17 | 4Thought Financial Group Inc. | $6.3M | 250,276 | Added |
| 18 | Krilogy Financial LLC | $5.5M | 219,930 | Trimmed |
| 19 | Marathon Mission, Inc. | $5.3M | 208,786 | Trimmed |
| 20 | Praetorian Wealth Management, Inc. | $5.0M | 197,602 | Added |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $4.9M | 193,616 | Added |
| 22 | PRECEDENT WEALTH PARTNERS, LLC | $4.2M | 168,450 | Added |
| 23 | BENJAMIN EDWARDS INC | $3.9M | 152,965 | Trimmed |
| 24 | Evergreen Private Wealth LLC | $3.7M | 145,453 | Added |
| 25 | ADIRONDACK TRUST CO | $3.5M | 138,162 | Added |