| 1 | CERTUITY, LLC | $17.4M | 271,415 | Hold |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $12.8M | 199,065 | Added |
| 3 | NBT BANK N A /NY | $7.0M | 109,039 | Trimmed |
| 4 | Austin Wealth Management, LLC | $6.9M | 105,302 | Added |
| 5 | Cornerstone National Bank & Trust Co | $6.8M | 107,515 | Trimmed |
| 6 | Boltwood Capital Management | $5.4M | 84,421 | Added |
| 7 | CX Institutional | $5.0M | 77,820 | Trimmed |
| 8 | STEPH & CO | $4.2M | 66,138 | Added |
| 9 | PARK NATIONAL CORP /OH/ | $3.1M | 48,336 | Added |
| 10 | Wealth Architects, LLC | $2.8M | 42,915 | Trimmed |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.5M | 37,594 | Trimmed |
| 12 | ALTFEST L J & CO INC | $1.6M | 24,873 | Added |
| 13 | Chicago Partners Investment Group LLC | $1.3M | 20,302 | Trimmed |
| 14 | TRANSCEND CAPITAL ADVISORS, LLC | $1.0M | 15,783 | Added |
| 15 | SIMON QUICK ADVISORS, LLC | $955,264 | 14,898 | Added |
| 16 | Grove Bank & Trust | $727,124 | 11,340 | Trimmed |
| 17 | WHITTIER TRUST CO | $614,329 | 9,523 | Hold |
| 18 | Kestra Advisory Services, LLC | $499,265 | 7,786 | Added |
| 19 | Rossby Financial, LCC | $494,367 | 7,710 | Trimmed |
| 20 | REDW Wealth LLC | $461,602 | 7,199 | Hold |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $453,940 | 7,080 | Trimmed |
| 22 | VestGen Investment Management | $411,268 | 6,414 | Trimmed |
| 23 | NAPLES GLOBAL ADVISORS, LLC | $384,722 | 6,000 | Hold |
| 24 | CHOREO, LLC | $353,623 | 5,515 | Hold |
| 25 | Capital Investment Advisory Services, LLC | $338,235 | 5,275 | New |