| 1 | Capital Investment Advisors, LLC | $70.6M | 2.7M | Added |
| 2 | Aptus Capital Advisors, LLC | $61.3M | 2.4M | Added |
| 3 | Sarver Vrooman Wealth Advisors | $43.6M | 1.7M | Added |
| 4 | MORGAN STANLEY | $39.5M | 1.5M | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $35.4M | 1.4M | Added |
| 6 | SIGMA INVESTMENT COUNSELORS INC | $34.0M | 1.3M | Added |
| 7 | SUMMITRY LLC | $33.6M | 1.3M | Added |
| 8 | Summit Financial, LLC | $27.5M | 1.1M | Trimmed |
| 9 | Royal Bank of Canada | $19.4M | 745,780 | Added |
| 10 | MV CAPITAL MANAGEMENT, INC. | $19.1M | 732,336 | Added |
| 11 | WELLS FARGO & COMPANY/MN | $17.2M | 662,018 | Added |
| 12 | Seneca House Advisors | $14.3M | 547,030 | Added |
| 13 | MB, LEVIS & ASSOCIATES, LLC | $13.4M | 515,551 | Added |
| 14 | Arrow Financial Corp | $13.3M | 512,414 | Added |
| 15 | HighTower Advisors, LLC | $13.1M | 504,014 | Added |
| 16 | AMERIPRISE FINANCIAL INC | $12.9M | 496,658 | Trimmed |
| 17 | PFG Private Wealth Management, LLC | $12.8M | 491,365 | Trimmed |
| 18 | RAYMOND JAMES FINANCIAL INC | $10.7M | 411,323 | Added |
| 19 | Janney Montgomery Scott LLC | $10.3M | 396,620 | Added |
| 20 | NESTEGG ADVISORS, INC. | $10.2M | 392,084 | Added |
| 21 | Parkway Wealth Management Group, LLC | $10.1M | 389,186 | Added |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $10.1M | 386,053 | Added |
| 23 | US BANCORP \DE\ | $10.0M | 382,108 | Added |
| 24 | UBS Group AG | $9.6M | 368,529 | Trimmed |
| 25 | Guidance Point Advisors, LLC | $7.6M | 292,677 | Added |