| 1 | HM PAYSON & CO | $147.9M | 6.6M | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $45.3M | 2.0M | Added |
| 3 | Brookstone Capital Management | $37.4M | 1.7M | Trimmed |
| 4 | Connecticut Wealth Management, LLC | $32.1M | 1.4M | Added |
| 5 | Financial Advisory Corp | $29.8M | 1.3M | Added |
| 6 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $21.9M | 980,870 | Added |
| 7 | Journey Advisory Group, LLC | $19.1M | 853,470 | Trimmed |
| 8 | Carnegie Investment Counsel | $18.8M | 840,789 | Added |
| 9 | Fulton Bank, N.A. | $18.8M | 839,816 | Added |
| 10 | MKT Advisors LLC | $18.8M | 840,464 | Added |
| 11 | Asset Advisors Investment Management, LLC | $16.8M | 749,601 | Added |
| 12 | TITLEIST ASSET MANAGEMENT, LLC | $16.4M | 732,064 | Added |
| 13 | Merit Financial Group, LLC | $15.9M | 712,385 | Trimmed |
| 14 | BIP Wealth, LLC | $14.9M | 666,092 | Added |
| 15 | Krilogy Financial LLC | $14.0M | 627,252 | Added |
| 16 | MV CAPITAL MANAGEMENT, INC. | $13.5M | 603,080 | Trimmed |
| 17 | SHELTON WEALTH MANAGEMENT, LLC | $10.9M | 486,876 | Added |
| 18 | McGuire Investment Group, LLC | $10.1M | 451,068 | Added |
| 19 | Apella Capital, LLC | $9.8M | 440,843 | Added |
| 20 | CHATHAM CAPITAL GROUP, INC. | $9.2M | 410,436 | Trimmed |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $9.0M | 401,407 | Added |
| 22 | Delta Wealth Advisors LLC | $8.4M | 376,171 | Added |
| 23 | Northstar Group, Inc. | $7.8M | 347,587 | Added |
| 24 | REBALANCE, LLC | $6.7M | 299,656 | Added |
| 25 | FAGAN ASSOCIATES, INC. | $6.7M | 299,077 | Trimmed |