| 1 | HM PAYSON & CO | $129.5M | 5.7M | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $98.5M | 4.3M | Added |
| 3 | MORGAN STANLEY | $91.4M | 4.0M | Trimmed |
| 4 | Kovitz Investment Group Partners, LLC | $79.2M | 3.5M | Trimmed |
| 5 | Integrated Wealth Concepts LLC | $64.7M | 2.8M | Added |
| 6 | NewEdge Advisors, LLC | $61.8M | 2.7M | Added |
| 7 | LPL Financial LLC | $57.3M | 2.5M | Added |
| 8 | MERCER GLOBAL ADVISORS INC /ADV | $55.8M | 2.4M | Trimmed |
| 9 | WELLS FARGO & COMPANY/MN | $54.8M | 2.4M | Added |
| 10 | Capital Investment Advisors, LLC | $53.5M | 2.3M | Trimmed |
| 11 | Connecticut Wealth Management, LLC | $44.1M | 1.9M | Added |
| 12 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $43.7M | 1.9M | Added |
| 13 | Financial Advisory Corp | $36.4M | 1.6M | Trimmed |
| 14 | SUMMITRY LLC | $35.6M | 1.6M | Added |
| 15 | Arax Advisory Partners | $35.2M | 1.5M | New |
| 16 | UBS Group AG | $33.8M | 1.5M | Trimmed |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $32.3M | 1.4M | Added |
| 18 | RAYMOND JAMES FINANCIAL INC | $31.7M | 1.4M | Trimmed |
| 19 | Wealthspire Advisors, LLC | $29.2M | 1.3M | Added |
| 20 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $23.4M | 1.0M | Trimmed |
| 21 | Krilogy Financial LLC | $22.7M | 993,197 | Added |
| 22 | OneAscent Financial Services LLC | $20.9M | 911,609 | Added |
| 23 | Horizon Advisory Services, Inc. | $20.5M | 897,318 | Added |
| 24 | MKT Advisors LLC | $18.5M | 809,577 | Added |
| 25 | Carnegie Investment Counsel | $17.7M | 775,246 | Trimmed |