| 1 | M&T Bank Corp | $229.1M | 4.5M | Added |
| 2 | Acropolis Investment Management, LLC | $105.5M | 2.1M | Added |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $98.7M | 2.0M | Added |
| 4 | JOHNSON INVESTMENT COUNSEL INC | $79.8M | 1.6M | Added |
| 5 | BAILARD, INC. | $76.6M | 1.5M | Added |
| 6 | Ocean Park Asset Management, LLC | $45.7M | 900,978 | New |
| 7 | First National Trust Co | $45.4M | 895,717 | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | $45.4M | 895,067 | Added |
| 9 | Bill Few Associates, Inc. | $43.4M | 855,925 | Added |
| 10 | Kestra Advisory Services, LLC | $41.8M | 825,355 | Trimmed |
| 11 | Goelzer Investment Management, Inc. | $40.9M | 807,941 | Trimmed |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $33.5M | 660,787 | Added |
| 13 | FIRST NATIONAL BANK SIOUX FALLS | $31.2M | 611,824 | Hold |
| 14 | Diversified Portfolios, Inc. | $30.0M | 591,070 | Added |
| 15 | CABOT WEALTH MANAGEMENT INC | $24.4M | 480,901 | New |
| 16 | Abacus Planning Group, Inc. | $19.4M | 383,519 | Trimmed |
| 17 | Choice Wealth Advisors, LLC | $17.1M | 337,241 | Added |
| 18 | TrustBank | $13.2M | 260,306 | Added |
| 19 | Envestnet Portfolio Solutions, Inc. | $8.7M | 170,782 | Trimmed |
| 20 | INVENIO WEALTH PARTNERS LLC | $8.4M | 165,645 | Added |
| 21 | Wealth Enhancement Trust Services, Inc. | $5.3M | 105,281 | Added |
| 22 | Galvin, Gaustad & Stein, LLC | $4.9M | 96,604 | Added |
| 23 | Central Pacific Bank - Trust Division | $4.8M | 95,070 | Trimmed |
| 24 | Cornerstone Wealth Management, LLC | $4.4M | 87,218 | Added |
| 25 | BREAKTHRU ADVISORY SERVICES, LLC | $4.3M | 84,183 | Trimmed |