| 1 | CAPITAL ADVISORS INC/OK | $48.9M | 1.9M | New |
| 2 | SIGMA INVESTMENT COUNSELORS INC | $38.1M | 1.5M | Added |
| 3 | SUMMITRY LLC | $26.8M | 1.0M | Added |
| 4 | MV CAPITAL MANAGEMENT, INC. | $24.3M | 944,849 | Added |
| 5 | Arrow Financial Corp | $15.7M | 610,058 | Added |
| 6 | MB, LEVIS & ASSOCIATES, LLC | $12.8M | 495,495 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $11.2M | 434,894 | Added |
| 8 | INSTRUMENTAL WEALTH, LLC | $10.8M | 418,536 | Added |
| 9 | Kestra Advisory Services, LLC | $8.6M | 335,084 | Added |
| 10 | Guidance Point Advisors, LLC | $7.4M | 289,080 | Added |
| 11 | Concurrent Investment Advisors, LLC | $6.4M | 247,004 | New |
| 12 | Probity Advisors, Inc. | $6.0M | 231,197 | Added |
| 13 | Ironwood Financial, llc | $5.3M | 210,239 | Added |
| 14 | Krilogy Financial LLC | $5.3M | 204,922 | Trimmed |
| 15 | 4Thought Financial Group Inc. | $4.8M | 185,959 | Added |
| 16 | BENJAMIN EDWARDS INC | $3.9M | 152,729 | Trimmed |
| 17 | PRECEDENT WEALTH PARTNERS, LLC | $3.9M | 151,321 | Added |
| 18 | Evergreen Private Wealth LLC | $3.7M | 142,119 | Added |
| 19 | JAMES INVESTMENT RESEARCH, INC. | $3.3M | 130,105 | Trimmed |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $3.3M | 128,608 | Trimmed |
| 21 | ADIRONDACK TRUST CO | $3.3M | 128,140 | Added |
| 22 | HOWLAND CAPITAL MANAGEMENT LLC | $3.3M | 126,693 | Added |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.2M | 125,678 | Added |
| 24 | First Interstate Bank | $3.1M | 119,680 | Trimmed |
| 25 | Marathon Mission, Inc. | $2.6M | 100,193 | Trimmed |