| 1 | M&T Bank Corp | $32.7M | 483,292 | Added |
| 2 | Kestra Advisory Services, LLC | $23.4M | 345,990 | Trimmed |
| 3 | KEYBANK NATIONAL ASSOCIATION/OH | $21.9M | 324,314 | Added |
| 4 | Connecticut Wealth Management, LLC | $18.3M | 270,820 | Trimmed |
| 5 | IFG Advisors, LLC | $15.7M | 231,471 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $15.1M | 223,256 | Trimmed |
| 7 | Brewster Financial Planning LLC | $12.3M | 181,727 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $11.9M | 176,144 | Added |
| 9 | William Howard & Co Financial Advisors Inc | $10.9M | 160,922 | Added |
| 10 | Ballentine Partners, LLC | $7.8M | 115,440 | Trimmed |
| 11 | Innova Wealth Partners | $7.6M | 111,813 | Added |
| 12 | AWM CAPITAL, LLC | $7.5M | 110,638 | Trimmed |
| 13 | Cullen/Frost Bankers, Inc. | $7.2M | 106,208 | Trimmed |
| 14 | Garde Capital, Inc. | $6.0M | 88,739 | Added |
| 15 | Ifrah Financial Services, Inc. | $6.0M | 88,702 | Trimmed |
| 16 | SOA Wealth Advisors, LLC. | $4.7M | 68,979 | Added |
| 17 | Belpointe Asset Management LLC | $3.9M | 58,033 | Trimmed |
| 18 | D.A. DAVIDSON & CO. | $2.7M | 40,251 | Added |
| 19 | Mine & Arao Wealth Creation & Management, LLC. | $2.7M | 40,250 | Added |
| 20 | HARBOR INVESTMENT ADVISORY, LLC | $2.5M | 37,495 | Trimmed |
| 21 | Cambridge Investment Research Advisors, Inc. | $2.5M | 36,258 | Added |
| 22 | Cornerstone Wealth Group, LLC | $2.4M | 35,844 | Trimmed |
| 23 | PW Nova Financial Services LLC | $2.4M | 35,134 | Added |
| 24 | Frank, Rimerman Advisors LLC | $2.2M | 32,368 | Trimmed |
| 25 | Westside Investment Management, Inc. | $2.1M | 31,352 | Added |