| 1 | UBS Group AG | $39.9M | 1.8M | Added |
| 2 | LBMC INVESTMENT ADVISORS, LLC | $39.1M | 1.8M | Added |
| 3 | Arrow Financial Corp | $32.9M | 1.5M | New |
| 4 | LPL Financial LLC | $27.6M | 1.3M | Added |
| 5 | WELLS FARGO & COMPANY/MN | $17.9M | 810,422 | Added |
| 6 | Federation des caisses Desjardins du Quebec | $17.3M | 782,170 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $8.9M | 401,755 | Added |
| 8 | MORGAN STANLEY | $6.2M | 281,072 | Added |
| 9 | BANK OF AMERICA CORP /DE/ | $5.7M | 259,328 | Added |
| 10 | Cetera Investment Advisers | $5.6M | 254,777 | Trimmed |
| 11 | J.W. COLE ADVISORS, INC. | $4.7M | 213,562 | Trimmed |
| 12 | Concurrent Investment Advisors, LLC | $4.5M | 203,427 | New |
| 13 | Ironwood Financial, llc | $4.4M | 199,317 | Added |
| 14 | BlackRock, Inc. | $4.3M | 196,434 | Added |
| 15 | KESTRA PRIVATE WEALTH SERVICES, LLC | $4.3M | 196,004 | Added |
| 16 | Mid-American Wealth Advisory Group, Inc. | $4.3M | 195,817 | Trimmed |
| 17 | NewEdge Advisors, LLC | $4.1M | 185,840 | Added |
| 18 | Carr Financial Group Corp | $3.3M | 150,853 | Added |
| 19 | Straight Path Wealth Management | $3.0M | 135,333 | Added |
| 20 | JANE STREET GROUP, LLC | $3.0M | 133,778 | Added |
| 21 | Commonwealth Financial Services, LLC | $2.7M | 120,403 | Trimmed |
| 22 | Penobscot Investment Management Company, Inc. | $2.5M | 113,275 | Added |
| 23 | EIGHT 31 FINANCIAL, LLC | $2.4M | 107,168 | Added |
| 24 | Private Advisor Group, LLC | $2.2M | 99,809 | Added |
| 25 | Integrated Wealth Concepts LLC | $2.0M | 91,465 | Added |