| 1 | TOMPKINS FINANCIAL CORP | $98.7M | 297,851 | Trimmed |
| 2 | Diversified Trust Co | $26.6M | 80,244 | Added |
| 3 | Diversified Portfolios, Inc. | $18.9M | 57,120 | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $16.2M | 49,013 | Added |
| 5 | Evensky & Katz LLC | $13.4M | 40,556 | Trimmed |
| 6 | ADIRONDACK TRUST CO | $12.0M | 36,106 | Added |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.8M | 26,533 | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | $7.7M | 23,250 | Added |
| 9 | Linscomb Wealth, Inc. | $6.3M | 18,939 | Trimmed |
| 10 | Kestra Advisory Services, LLC | $5.9M | 17,900 | Added |
| 11 | PARK AVENUE SECURITIES LLC | $5.4M | 16,329 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $4.7M | 14,269 | Trimmed |
| 13 | DB Fitzpatrick & Co, Inc | $4.5M | 13,549 | Trimmed |
| 14 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $3.7M | 11,094 | Trimmed |
| 15 | Apella Capital, LLC | $3.7M | 11,069 | Added |
| 16 | FSA Investment Group, LLC | $3.3M | 9,999 | Trimmed |
| 17 | 1900 WEALTH MANAGEMENT LLC | $3.2M | 9,510 | Hold |
| 18 | NBC SECURITIES, INC. | $3.1M | 9,435 | Hold |
| 19 | WEDBUSH SECURITIES INC | $3.0M | 9,162 | Trimmed |
| 20 | Verus Financial Partners, Inc. | $2.6M | 7,775 | Trimmed |
| 21 | Embree Financial Group | $2.5M | 7,407 | Trimmed |
| 22 | Wedmont Private Capital | $2.3M | 7,023 | Added |
| 23 | Silver Coast Investments LLC | $2.2M | 6,681 | Added |
| 24 | Hardy Reed LLC | $2.2M | 6,674 | Hold |
| 25 | EVOLUTION WEALTH MANAGEMENT INC. | $1.9M | 5,802 | Hold |