| 1 | ENVESTNET ASSET MANAGEMENT INC | $125.6M | 1.2M | Trimmed |
| 2 | SPINNAKER TRUST | $93.3M | 907,376 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $87.0M | 846,705 | Added |
| 4 | M&T Bank Corp | $57.3M | 557,789 | Added |
| 5 | MISSION WEALTH MANAGEMENT, LP | $50.6M | 492,111 | Added |
| 6 | IMPACTfolio, LLC | $44.2M | 430,343 | Added |
| 7 | D.A. DAVIDSON & CO. | $36.6M | 356,409 | Added |
| 8 | Bond & Devick Financial Network, Inc. | $35.7M | 346,929 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $35.4M | 344,160 | Added |
| 10 | High Note Wealth, LLC | $32.2M | 313,173 | Trimmed |
| 11 | Miracle Mile Advisors, LLC | $31.9M | 310,104 | Added |
| 12 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $29.0M | 282,212 | Added |
| 13 | EASTERN BANK | $28.8M | 280,489 | Trimmed |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $26.7M | 261,607 | Added |
| 15 | KEYBANK NATIONAL ASSOCIATION/OH | $25.6M | 249,137 | Added |
| 16 | MATHER GROUP, LLC. | $24.8M | 241,378 | Added |
| 17 | Stanich Group LLC | $24.0M | 232,994 | Added |
| 18 | HOWLAND CAPITAL MANAGEMENT LLC | $21.0M | 203,791 | Trimmed |
| 19 | Windsor Capital Management, LLC | $18.3M | 177,687 | Added |
| 20 | Private Advisor Group, LLC | $15.8M | 153,209 | Trimmed |
| 21 | Modera Wealth Management, LLC | $15.1M | 146,928 | Trimmed |
| 22 | Shira Ridge Wealth Management | $13.9M | 135,088 | Trimmed |
| 23 | Wealth Architects, LLC | $13.6M | 132,123 | Added |
| 24 | Roof Eidam Maycock Peralta, LLC | $11.6M | 113,018 | Trimmed |
| 25 | TRUIST FINANCIAL CORP | $11.4M | 111,208 | Trimmed |