| 1 | HM PAYSON & CO | $129.5M | 5.7M | Trimmed |
| 2 | Connecticut Wealth Management, LLC | $44.1M | 1.9M | Added |
| 3 | Financial Advisory Corp | $36.4M | 1.6M | Trimmed |
| 4 | SUMMITRY LLC | $35.6M | 1.6M | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $32.3M | 1.4M | Added |
| 6 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $23.4M | 1.0M | Trimmed |
| 7 | Krilogy Financial LLC | $22.7M | 993,197 | Added |
| 8 | Horizon Advisory Services, Inc. | $20.5M | 897,318 | Added |
| 9 | MKT Advisors LLC | $18.5M | 809,577 | Added |
| 10 | Carnegie Investment Counsel | $17.7M | 775,246 | Trimmed |
| 11 | Apella Capital, LLC | $16.9M | 738,612 | Trimmed |
| 12 | MV CAPITAL MANAGEMENT, INC. | $16.1M | 703,839 | Added |
| 13 | Delta Wealth Advisors LLC | $13.4M | 583,557 | Trimmed |
| 14 | MONEY CONCEPTS CAPITAL CORP | $11.3M | 493,201 | Added |
| 15 | Asset Advisors Investment Management, LLC | $11.0M | 480,912 | Trimmed |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $9.6M | 420,723 | Trimmed |
| 17 | Asset Dedication, LLC | $9.2M | 401,238 | Added |
| 18 | BIP Wealth, LLC | $9.1M | 398,667 | Trimmed |
| 19 | TITLEIST ASSET MANAGEMENT, LLC | $8.6M | 376,752 | Trimmed |
| 20 | REBALANCE, LLC | $6.6M | 288,882 | Added |
| 21 | Juno Financial Group LLC | $6.2M | 271,652 | Trimmed |
| 22 | Mesirow Financial Investment Management, Inc. | $6.1M | 264,827 | Trimmed |
| 23 | CENTRAL TRUST Co | $5.8M | 254,755 | Trimmed |
| 24 | Belpointe Asset Management LLC | $5.7M | 247,521 | Added |
| 25 | LEAVELL INVESTMENT MANAGEMENT, INC. | $5.2M | 228,759 | Trimmed |