| 1 | M&T Bank Corp | $89.9M | 503,632 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $86.9M | 486,724 | Added |
| 3 | TRUIST FINANCIAL CORP | $62.2M | 348,502 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $50.4M | 282,475 | Trimmed |
| 5 | Beaumont Financial Advisors, LLC | $44.6M | 249,525 | Added |
| 6 | Heartwood Wealth Advisors LLC | $35.2M | 197,196 | Added |
| 7 | Falcon Wealth Planning | $32.7M | 182,834 | Added |
| 8 | GHP Investment Advisors, Inc. | $27.9M | 156,039 | Trimmed |
| 9 | KESTRA PRIVATE WEALTH SERVICES, LLC | $26.6M | 149,045 | Added |
| 10 | Pacific Life Fund Advisors LLC | $23.5M | 131,406 | New |
| 11 | Cambridge Investment Research Advisors, Inc. | $23.4M | 131,114 | Added |
| 12 | Probity Advisors, Inc. | $19.8M | 110,713 | Trimmed |
| 13 | KEYBANK NATIONAL ASSOCIATION/OH | $16.9M | 94,470 | Added |
| 14 | RTD Financial Advisors, Inc. | $15.8M | 88,653 | Trimmed |
| 15 | Kestra Advisory Services, LLC | $12.4M | 69,602 | Added |
| 16 | Capital Advisors, Ltd. LLC | $12.0M | 67,084 | Trimmed |
| 17 | Rodgers & Associates, LTD | $11.5M | 64,535 | Trimmed |
| 18 | PITTENGER & ANDERSON INC | $11.3M | 63,450 | Hold |
| 19 | Prospera Financial Services Inc | $11.3M | 63,402 | Added |
| 20 | Cordatus Wealth Management LLC | $10.6M | 59,609 | Added |
| 21 | Concurrent Investment Advisors, LLC | $10.4M | 58,134 | Added |
| 22 | JFS WEALTH ADVISORS, LLC | $10.2M | 57,390 | Added |
| 23 | StoryOne LLC | $9.5M | 53,324 | New |
| 24 | Compound Planning, Inc. | $9.5M | 53,150 | Added |
| 25 | PW Nova Financial Services LLC | $9.3M | 52,000 | Added |