| 1 | HM PAYSON & CO | $151.6M | 6.8M | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $84.5M | 3.8M | Added |
| 3 | MORGAN STANLEY | $83.2M | 3.7M | Added |
| 4 | GLOBALT Investments LLC / GA | $67.3M | 3.0M | Added |
| 5 | Kovitz Investment Group Partners, LLC | $59.2M | 2.6M | Added |
| 6 | WELLS FARGO & COMPANY/MN | $55.9M | 2.5M | Trimmed |
| 7 | MERCER GLOBAL ADVISORS INC /ADV | $55.3M | 2.5M | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $42.6M | 1.9M | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $42.0M | 1.9M | Added |
| 10 | LPL Financial LLC | $40.6M | 1.8M | Added |
| 11 | Brookstone Capital Management | $38.6M | 1.7M | Added |
| 12 | UBS Group AG | $38.1M | 1.7M | Added |
| 13 | TRUE Private Wealth Advisors | $37.6M | 1.7M | Trimmed |
| 14 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $33.2M | 1.5M | Added |
| 15 | Focus Partners Wealth | $31.5M | 1.4M | Trimmed |
| 16 | Integrated Wealth Concepts LLC | $29.5M | 1.3M | Added |
| 17 | Stratos Wealth Advisors, LLC | $28.9M | 1.3M | Added |
| 18 | Connecticut Wealth Management, LLC | $27.8M | 1.2M | Added |
| 19 | Financial Advisory Corp | $27.0M | 1.2M | Added |
| 20 | Merit Financial Group, LLC | $26.6M | 1.2M | Added |
| 21 | Stratos Wealth Partners, LTD. | $23.5M | 1.0M | Added |
| 22 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $21.1M | 941,755 | Added |
| 23 | Capital Investment Advisors, LLC | $20.2M | 900,558 | Trimmed |
| 24 | Journey Advisory Group, LLC | $19.6M | 872,105 | Added |
| 25 | OneAscent Financial Services LLC | $18.2M | 813,004 | New |