| 1 | Crestwood Advisors Group, LLC | $138.1M | 3.0M | Added |
| 2 | Watchman Group, Inc. | $34.6M | 748,065 | Added |
| 3 | Newman Dignan & Sheerar, Inc. | $33.1M | 716,462 | Added |
| 4 | Jacobi Capital Management LLC | $31.1M | 672,436 | Added |
| 5 | Fulton Bank, N.A. | $20.8M | 448,714 | Added |
| 6 | EverSource Wealth Advisors, LLC | $19.7M | 425,032 | Trimmed |
| 7 | ACIMA PRIVATE WEALTH, LLC | $14.5M | 312,859 | Added |
| 8 | Old Port Advisors | $12.6M | 271,695 | Added |
| 9 | CROBAN | $11.3M | 243,828 | Added |
| 10 | FORTEM FINANCIAL GROUP, LLC | $10.1M | 218,501 | Added |
| 11 | Gibraltar Capital Management, Inc. | $9.3M | 201,823 | Added |
| 12 | ATWOOD & PALMER INC | $8.2M | 178,279 | Trimmed |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $6.1M | 131,747 | Added |
| 14 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | $5.1M | 110,158 | New |
| 15 | Farther Finance Advisors, LLC | $4.3M | 92,321 | Added |
| 16 | Atlantic Edge Private Wealth Management, LLC | $3.9M | 83,531 | Trimmed |
| 17 | Applied Finance Capital Management, LLC | $3.3M | 70,827 | Hold |
| 18 | OPPENHEIMER & CO INC | $1.7M | 36,996 | Trimmed |
| 19 | Accurate Wealth Management, LLC | $1.7M | 34,873 | Added |
| 20 | TECTONIC ADVISORS LLC | $1.4M | 29,362 | Added |
| 21 | BankPlus Trust Department | $933,250 | 20,180 | Hold |
| 22 | Confluence Wealth Services, Inc. | $781,748 | 16,904 | Added |
| 23 | PRIVATE TRUST CO NA | $737,582 | 15,949 | Hold |
| 24 | InTrack Investment Management Inc | $662,861 | 14,333 | Trimmed |
| 25 | MGO ONE SEVEN LLC | $457,342 | 9,889 | Added |