| 1 | ENVESTNET ASSET MANAGEMENT INC | $143.4M | 2.6M | Trimmed |
| 2 | M&T Bank Corp | $37.9M | 693,861 | Added |
| 3 | MISSION WEALTH MANAGEMENT, LP | $34.0M | 622,173 | Added |
| 4 | IMPACTfolio, LLC | $27.2M | 498,176 | Added |
| 5 | Envestnet Portfolio Solutions, Inc. | $23.3M | 425,195 | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $19.9M | 363,923 | Added |
| 7 | EASTERN BANK | $18.5M | 339,094 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $16.3M | 297,764 | Added |
| 9 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $15.4M | 281,749 | Trimmed |
| 10 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $14.4M | 262,736 | Trimmed |
| 11 | PARK AVENUE SECURITIES LLC | $13.6M | 249,207 | Trimmed |
| 12 | TRUIST FINANCIAL CORP | $11.3M | 205,792 | Added |
| 13 | Miracle Mile Advisors, LLC | $10.2M | 186,685 | Trimmed |
| 14 | MATHER GROUP, LLC. | $9.2M | 168,404 | Added |
| 15 | PRINCIPAL FINANCIAL GROUP INC | $9.1M | 166,631 | Hold |
| 16 | Intergy Private Wealth, LLC | $8.9M | 163,205 | Added |
| 17 | CITIGROUP INC | $8.7M | 159,429 | Trimmed |
| 18 | Modera Wealth Management, LLC | $8.5M | 155,700 | Added |
| 19 | Stanich Group LLC | $8.1M | 147,616 | Added |
| 20 | BALDWIN WEALTH PARTNERS LLC/MA | $7.1M | 130,114 | Added |
| 21 | Laurel Wealth Planning LLC | $7.0M | 128,745 | Trimmed |
| 22 | BAILARD, INC. | $5.7M | 104,287 | Trimmed |
| 23 | NORTHSTAR ASSET MANAGEMENT INC | $5.5M | 100,200 | Added |
| 24 | High Note Wealth, LLC | $5.2M | 94,530 | Trimmed |
| 25 | Mirae Asset Global Investments Co., Ltd. | $5.1M | 92,730 | Trimmed |