| 1 | HM PAYSON & CO | $135.4M | 5.9M | Trimmed |
| 2 | Kovitz Investment Group Partners, LLC | $104.2M | 4.5M | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $95.2M | 4.2M | Added |
| 4 | MORGAN STANLEY | $93.5M | 4.1M | Added |
| 5 | MERCER GLOBAL ADVISORS INC /ADV | $57.8M | 2.5M | Trimmed |
| 6 | Capital Investment Advisors, LLC | $56.9M | 2.5M | Trimmed |
| 7 | LPL Financial LLC | $54.9M | 2.4M | Added |
| 8 | WELLS FARGO & COMPANY/MN | $54.2M | 2.4M | Trimmed |
| 9 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $42.6M | 1.9M | Added |
| 10 | Connecticut Wealth Management, LLC | $41.2M | 1.8M | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $38.7M | 1.7M | Trimmed |
| 12 | UBS Group AG | $36.8M | 1.6M | Added |
| 13 | BAILARD, INC. | $36.8M | 1.6M | Trimmed |
| 14 | Financial Advisory Corp | $36.7M | 1.6M | Trimmed |
| 15 | Integrated Wealth Concepts LLC | $36.6M | 1.6M | Added |
| 16 | SUMMITRY LLC | $35.1M | 1.5M | Added |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $31.3M | 1.4M | Added |
| 18 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $26.1M | 1.1M | Added |
| 19 | Wealthspire Advisors, LLC | $23.5M | 1.0M | Added |
| 20 | Krilogy Financial LLC | $21.0M | 920,103 | Added |
| 21 | OneAscent Financial Services LLC | $20.8M | 906,070 | New |
| 22 | Horizon Advisory Services, Inc. | $20.1M | 878,276 | Added |
| 23 | MOSELEY INVESTMENT MANAGEMENT INC | $19.3M | 842,161 | Added |
| 24 | Carnegie Investment Counsel | $19.3M | 842,147 | Trimmed |
| 25 | Apella Capital, LLC | $17.8M | 776,694 | Added |