| 1 | TRUIST FINANCIAL CORP | $18.7M | 298,630 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $17.3M | 275,889 | Added |
| 3 | Hanson & Doremus Investment Management | $14.0M | 223,513 | Added |
| 4 | DeDora Capital, Inc. | $11.2M | 178,573 | Added |
| 5 | Modera Wealth Management, LLC | $9.8M | 156,747 | Added |
| 6 | North Berkeley Wealth Management, LLC | $9.0M | 143,033 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $7.8M | 123,986 | Added |
| 8 | ST GERMAIN D J CO INC | $4.6M | 72,976 | Added |
| 9 | Human Investing LLC | $4.2M | 66,509 | Added |
| 10 | Pearl Planning LLC | $3.5M | 55,415 | Added |
| 11 | RAFFA WEALTH MANAGEMENT, LLC | $3.1M | 48,855 | Added |
| 12 | MATHER GROUP, LLC. | $2.7M | 42,742 | Added |
| 13 | Klaas Financial Asset Advisors, LLC | $2.5M | 39,091 | Added |
| 14 | Stewardship Advisors, LLC | $2.3M | 36,893 | Added |
| 15 | Team Hewins, LLC | $2.3M | 36,850 | Trimmed |
| 16 | BetterWealth, LLC | $1.6M | 26,192 | Added |
| 17 | Scott Capital Advisors, LLC | $1.6M | 25,826 | Added |
| 18 | Level Financial Advisors | $1.3M | 21,461 | Trimmed |
| 19 | New England Private Wealth Advisors LLC | $1.3M | 21,062 | Added |
| 20 | Equita Financial Network, Inc. | $1.3M | 20,637 | Added |
| 21 | Apella Capital, LLC | $1.0M | 16,401 | Hold |
| 22 | Farrell Financial LLC | $975,552 | 15,544 | Trimmed |
| 23 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $949,119 | 15,123 | Added |
| 24 | Vontobel Holding Ltd. | $905,501 | 14,428 | Trimmed |
| 25 | Thayer Partners, LLC / MA | $899,640 | 14,335 | Added |