| 1 | M&T Bank Corp | $42.5M | 1.0M | Added |
| 2 | KEYBANK NATIONAL ASSOCIATION/OH | $30.2M | 741,283 | Added |
| 3 | ASSETMARK, INC | $11.7M | 286,502 | Added |
| 4 | Kestra Advisory Services, LLC | $10.9M | 268,651 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $10.2M | 249,762 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $9.6M | 234,957 | Trimmed |
| 7 | BIP Wealth, LLC | $8.6M | 212,265 | Trimmed |
| 8 | Del-Sette Capital Management, LLC | $8.6M | 210,229 | Trimmed |
| 9 | One Wealth Map LLC | $7.7M | 189,509 | Added |
| 10 | Melone Private Wealth, LLC | $7.1M | 173,362 | Added |
| 11 | Lee-Kelleher Wealth Management | $6.6M | 162,148 | Trimmed |
| 12 | Cascade Financial Partners, LLC | $6.4M | 157,674 | Trimmed |
| 13 | Key Financial Inc | $6.3M | 155,418 | Trimmed |
| 14 | Stonebridge Wealth Management, LLC | $6.0M | 146,670 | Added |
| 15 | CROBAN | $5.3M | 129,615 | Added |
| 16 | Parcion Private Wealth LLC | $5.2M | 128,500 | Hold |
| 17 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $5.2M | 128,207 | Trimmed |
| 18 | Three Bearings Fiduciary Advisors, Inc. | $5.1M | 124,232 | New |
| 19 | Cambridge Investment Research Advisors, Inc. | $4.6M | 112,302 | Added |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.5M | 113,225 | Trimmed |
| 21 | AdvisorNet Financial, Inc | $4.2M | 103,830 | Added |
| 22 | Wealthcare Advisory Partners LLC | $4.1M | 100,523 | Added |
| 23 | Evanson Financial, LLC | $3.7M | 91,178 | New |
| 24 | VAUGHAN & Co SECURITIES, INC. | $3.2M | 78,361 | Trimmed |
| 25 | Dickmeyer Boyce Financial Management, Inc. | $3.1M | 75,255 | Added |