| 1 | Capital Investment Advisors, LLC | $85.0M | 3.3M | Added |
| 2 | MORGAN STANLEY | $60.2M | 2.3M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $55.2M | 2.1M | Added |
| 4 | CAPITAL ADVISORS INC/OK | $48.9M | 1.9M | New |
| 5 | SIGMA INVESTMENT COUNSELORS INC | $38.1M | 1.5M | Added |
| 6 | Summit Financial, LLC | $29.4M | 1.1M | Trimmed |
| 7 | SUMMITRY LLC | $26.8M | 1.0M | Added |
| 8 | MV CAPITAL MANAGEMENT, INC. | $24.3M | 944,849 | Added |
| 9 | US BANCORP \DE\ | $22.2M | 863,835 | Added |
| 10 | HighTower Advisors, LLC | $19.0M | 738,622 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $19.0M | 738,413 | Added |
| 12 | Envision Financial Planning, LLC | $19.0M | 737,993 | Trimmed |
| 13 | AMERIPRISE FINANCIAL INC | $18.5M | 716,884 | Added |
| 14 | WELLS FARGO & COMPANY/MN | $17.5M | 679,809 | Added |
| 15 | UBS Group AG | $15.9M | 616,604 | Added |
| 16 | Arrow Financial Corp | $15.7M | 610,058 | Added |
| 17 | Rockefeller Capital Management L.P. | $13.3M | 516,077 | Added |
| 18 | MB, LEVIS & ASSOCIATES, LLC | $12.8M | 495,495 | Added |
| 19 | Sound View Wealth Advisors Group, LLC | $12.6M | 490,589 | Added |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $11.2M | 434,894 | Added |
| 21 | INSTRUMENTAL WEALTH, LLC | $10.8M | 418,536 | Added |
| 22 | Janney Montgomery Scott LLC | $10.7M | 415,635 | Added |
| 23 | LPL Financial LLC | $10.0M | 388,876 | Added |
| 24 | Royal Bank of Canada | $9.6M | 372,485 | Added |
| 25 | Kestra Advisory Services, LLC | $8.6M | 335,084 | Added |