| 1 | LPL Financial LLC | $46.9M | 2.0M | Added |
| 2 | MORGAN STANLEY | $38.2M | 1.7M | Added |
| 3 | Arrow Financial Corp | $31.0M | 1.3M | Added |
| 4 | LBMC INVESTMENT ADVISORS, LLC | $25.8M | 1.1M | Added |
| 5 | COWA, LLC | $25.5M | 1.1M | Added |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $24.5M | 1.1M | Trimmed |
| 7 | WELLS FARGO & COMPANY/MN | $23.4M | 1.0M | Trimmed |
| 8 | Mid-American Wealth Advisory Group, Inc. | $21.7M | 938,450 | Hold |
| 9 | STRAIGHTLINE GROUP LLC | $20.9M | 911,742 | Added |
| 10 | BANK OF AMERICA CORP /DE/ | $19.3M | 840,565 | Trimmed |
| 11 | Federation des caisses Desjardins du Quebec | $18.8M | 820,788 | Trimmed |
| 12 | Private Advisor Group, LLC | $15.7M | 685,559 | Trimmed |
| 13 | RAYMOND JAMES FINANCIAL INC | $15.3M | 664,523 | Trimmed |
| 14 | LITTLEJOHN FINANCIAL SERVICES, INC. | $13.7M | 597,952 | Trimmed |
| 15 | Hurley Capital, LLC | $13.1M | 571,769 | Added |
| 16 | Ruggaard & Associates LLC | $12.1M | 528,264 | Added |
| 17 | Baltimore-Washington Financial Advisors, Inc. | $10.9M | 476,466 | Trimmed |
| 18 | Cornerstone Planning, LLC | $9.9M | 428,911 | Trimmed |
| 19 | PRIVATE CLIENT SERVICES, LLC | $9.6M | 418,276 | Added |
| 20 | Cetera Investment Advisers | $9.6M | 418,238 | Trimmed |
| 21 | BIP Wealth, LLC | $9.2M | 398,864 | Added |
| 22 | Stratos Wealth Partners, LTD. | $8.9M | 389,445 | Added |
| 23 | Sequoia Financial Advisors, LLC | $7.8M | 337,972 | Trimmed |
| 24 | Mutual Advisors, LLC | $7.6M | 330,591 | Added |
| 25 | Integrated Wealth Concepts LLC | $7.3M | 318,533 | Trimmed |