| 1 | SPINNAKER TRUST | $87.3M | 565,699 | Trimmed |
| 2 | M&T Bank Corp | $86.9M | 563,054 | Added |
| 3 | MISSION WEALTH MANAGEMENT, LP | $67.1M | 434,837 | Added |
| 4 | Shira Ridge Wealth Management | $44.5M | 288,096 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $35.5M | 230,321 | Trimmed |
| 6 | TRUIST FINANCIAL CORP | $20.3M | 131,445 | Added |
| 7 | HM PAYSON & CO | $19.8M | 128,070 | Trimmed |
| 8 | Stewardship Advisors, LLC | $19.3M | 125,349 | Added |
| 9 | Farrow Financial, Inc. | $14.3M | 92,788 | Trimmed |
| 10 | Cambridge Investment Research Advisors, Inc. | $14.2M | 92,162 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $14.0M | 90,668 | Trimmed |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $12.3M | 78,893 | Added |
| 13 | eCIO, Inc. | $9.3M | 60,027 | Trimmed |
| 14 | Accredited Investors Inc. | $8.1M | 52,268 | Trimmed |
| 15 | KEYBANK NATIONAL ASSOCIATION/OH | $8.0M | 51,561 | Trimmed |
| 16 | ASPIRIANT, LLC | $6.3M | 40,507 | Trimmed |
| 17 | D.A. DAVIDSON & CO. | $6.2M | 39,892 | Trimmed |
| 18 | Bear Mountain Capital, Inc. | $6.1M | 39,189 | Added |
| 19 | Brookstone Capital Management | $6.0M | 39,116 | Added |
| 20 | Roof Eidam Maycock Peralta, LLC | $5.8M | 37,420 | Trimmed |
| 21 | Garde Capital, Inc. | $5.3M | 34,525 | Trimmed |
| 22 | Kestra Advisory Services, LLC | $5.3M | 34,192 | Added |
| 23 | MGO ONE SEVEN LLC | $5.2M | 33,985 | Trimmed |
| 24 | BigSur Wealth Management LLC | $4.9M | 32,000 | Hold |
| 25 | TOMPKINS FINANCIAL CORP | $4.7M | 30,516 | Trimmed |