| 1 | ALLIANCEBERNSTEIN L.P. | $1.12B | 44.7M | Added |
| 2 | Arrow Financial Corp | $6.7M | 268,140 | Added |
| 3 | Tortoise Investment Management, LLC | $5.1M | 201,018 | New |
| 4 | Chemistry Wealth Management LLC | $4.4M | 174,159 | Added |
| 5 | Relyea Zuckerberg Hanson LLC | $4.4M | 173,759 | Added |
| 6 | EP Wealth Advisors, LLC | $3.9M | 155,702 | Added |
| 7 | LPL Financial LLC | $3.2M | 127,395 | Added |
| 8 | Cerity Partners LLC | $3.0M | 118,834 | Added |
| 9 | Steward Partners Investment Advisory, LLC | $1.9M | 75,573 | Trimmed |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.5M | 60,949 | Added |
| 11 | BANK OF AMERICA CORP /DE/ | $1.2M | 48,840 | Trimmed |
| 12 | Royal Bank of Canada | $1.2M | 47,857 | Added |
| 13 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $1.2M | 47,529 | Added |
| 14 | WELLS FARGO & COMPANY/MN | $1.1M | 45,577 | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 45,448 | Added |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $832,957 | 33,279 | New |
| 17 | JANE STREET GROUP, LLC | $798,386 | 31,771 | Trimmed |
| 18 | Procyon Advisors, LLC | $675,902 | 26,897 | Added |
| 19 | JPMORGAN CHASE & CO | $657,723 | 26,152 | Trimmed |
| 20 | OSAIC HOLDINGS, INC. | $651,614 | 25,929 | Added |
| 21 | Beacon Pointe Advisors, LLC | $649,450 | 25,844 | Added |
| 22 | KEYBANK NATIONAL ASSOCIATION/OH | $474,436 | 18,880 | Hold |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $462,100 | 18,389 | Trimmed |
| 24 | WNY Asset Management, LLC | $456,563 | 18,168 | Trimmed |
| 25 | RAYMOND JAMES FINANCIAL INC | $401,517 | 15,978 | Added |