| 1 | Crestwood Advisors Group, LLC | $138.1M | 3.0M | Added |
| 2 | NOVARE CAPITAL MANAGEMENT LLC | $34.8M | 751,418 | Trimmed |
| 3 | Watchman Group, Inc. | $34.6M | 748,065 | Added |
| 4 | Newman Dignan & Sheerar, Inc. | $33.1M | 716,462 | Added |
| 5 | Jacobi Capital Management LLC | $31.1M | 672,436 | Added |
| 6 | JPMORGAN CHASE & CO | $24.1M | 523,897 | Added |
| 7 | Fulton Bank, N.A. | $20.8M | 448,714 | Added |
| 8 | EverSource Wealth Advisors, LLC | $19.7M | 425,032 | Trimmed |
| 9 | Thrivent Financial for Lutherans | $19.3M | 416,432 | New |
| 10 | ACIMA PRIVATE WEALTH, LLC | $14.5M | 312,859 | Added |
| 11 | Clarion Wealth Managment Partners, LLC | $13.2M | 285,970 | Added |
| 12 | Old Port Advisors | $12.6M | 271,695 | Added |
| 13 | CROBAN | $11.3M | 243,828 | Added |
| 14 | FORTEM FINANCIAL GROUP, LLC | $10.1M | 218,501 | Added |
| 15 | Gibraltar Capital Management, Inc. | $9.3M | 201,823 | Added |
| 16 | ATWOOD & PALMER INC | $8.2M | 178,279 | Trimmed |
| 17 | MML INVESTORS SERVICES, LLC | $6.1M | 132,129 | Added |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $6.1M | 131,747 | Added |
| 19 | TRUSTMARK BANK TRUST DEPARTMENT | $5.5M | 119,457 | Trimmed |
| 20 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | $5.1M | 110,158 | New |
| 21 | Farther Finance Advisors, LLC | $4.3M | 92,321 | Added |
| 22 | Atlantic Edge Private Wealth Management, LLC | $3.9M | 83,531 | Trimmed |
| 23 | Advisory Services Network, LLC | $3.4M | 73,694 | Trimmed |
| 24 | Applied Finance Capital Management, LLC | $3.3M | 70,827 | Hold |
| 25 | LPL Financial LLC | $2.3M | 48,656 | Added |