| 1 | M&T Bank Corp | $45.0M | 804,008 | Added |
| 2 | Vontobel Holding Ltd. | $44.7M | 800,000 | Hold |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $19.4M | 346,255 | Added |
| 4 | Accredited Investors Inc. | $16.9M | 302,150 | Added |
| 5 | Modera Wealth Management, LLC | $16.1M | 288,299 | Added |
| 6 | Wealth Architects, LLC | $15.5M | 277,437 | Trimmed |
| 7 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $14.6M | 260,272 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $13.7M | 245,796 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $10.5M | 187,229 | Added |
| 10 | BAILARD, INC. | $9.9M | 176,748 | Trimmed |
| 11 | MISSION WEALTH MANAGEMENT, LP | $9.7M | 172,992 | Added |
| 12 | Stanich Group LLC | $7.6M | 135,264 | Added |
| 13 | MATHER GROUP, LLC. | $6.9M | 123,856 | Added |
| 14 | Gemmer Asset Management LLC | $6.0M | 107,264 | Added |
| 15 | Apella Capital, LLC | $6.0M | 109,623 | Added |
| 16 | BLUESTEM FINANCIAL ADVISORS, LLC | $5.7M | 101,057 | Added |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.8M | 87,783 | Trimmed |
| 18 | TFC Financial Management, Inc. | $4.6M | 81,801 | Added |
| 19 | TRUIST FINANCIAL CORP | $4.4M | 78,608 | Added |
| 20 | Decker Retirement Planning Inc. | $4.3M | 76,149 | Added |
| 21 | Gradient Investments LLC | $4.2M | 75,253 | Added |
| 22 | Integris Wealth Management, LLC | $3.9M | 69,298 | Trimmed |
| 23 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $3.6M | 64,576 | Hold |
| 24 | eCIO, Inc. | $3.6M | 64,571 | Trimmed |
| 25 | Bond & Devick Financial Network, Inc. | $3.5M | 62,122 | Added |