| 1 | Crestwood Advisors Group, LLC | $118.1M | 2.8M | Added |
| 2 | NOVARE CAPITAL MANAGEMENT LLC | $33.6M | 804,077 | Trimmed |
| 3 | Watchman Group, Inc. | $30.1M | 719,058 | Added |
| 4 | Newman Dignan & Sheerar, Inc. | $29.5M | 705,983 | Added |
| 5 | Jacobi Capital Management LLC | $25.8M | 615,985 | Added |
| 6 | EverSource Wealth Advisors, LLC | $20.9M | 500,722 | Added |
| 7 | Fulton Bank, N.A. | $14.9M | 356,192 | Added |
| 8 | JPMORGAN CHASE & CO | $13.6M | 334,020 | Added |
| 9 | ACIMA PRIVATE WEALTH, LLC | $11.6M | 278,202 | Added |
| 10 | Clarion Wealth Managment Partners, LLC | $10.5M | 251,482 | Added |
| 11 | Old Port Advisors | $10.4M | 248,497 | Added |
| 12 | CROBAN | $10.2M | 243,118 | Added |
| 13 | FORTEM FINANCIAL GROUP, LLC | $9.0M | 214,425 | Added |
| 14 | ATWOOD & PALMER INC | $8.5M | 204,495 | Trimmed |
| 15 | Gibraltar Capital Management, Inc. | $7.8M | 186,561 | Trimmed |
| 16 | TRUSTMARK BANK TRUST DEPARTMENT | $6.4M | 153,938 | Trimmed |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $5.4M | 129,147 | Added |
| 18 | MML INVESTORS SERVICES, LLC | $4.5M | 107,528 | Trimmed |
| 19 | Farther Finance Advisors, LLC | $3.8M | 90,031 | Added |
| 20 | Atlantic Edge Private Wealth Management, LLC | $3.5M | 84,176 | Added |
| 21 | Advisory Services Network, LLC | $3.2M | 77,087 | Trimmed |
| 22 | Applied Finance Capital Management, LLC | $3.0M | 70,827 | Hold |
| 23 | SAXON INTERESTS, INC. | $2.6M | 61,355 | Added |
| 24 | OPPENHEIMER & CO INC | $1.8M | 43,777 | Added |
| 25 | LPL Financial LLC | $1.7M | 41,733 | Trimmed |