| 1 | ROCKLAND TRUST CO | $99.2M | 269,394 | Trimmed |
| 2 | Trilogy Capital Inc. | $38.2M | 103,753 | Added |
| 3 | Chesley Taft & Associates LLC | $34.5M | 93,673 | Trimmed |
| 4 | Mader & Shannon Wealth Management, Inc. | $25.0M | 67,886 | Trimmed |
| 5 | CoreCap Advisors, LLC | $22.2M | 60,242 | Added |
| 6 | Dynamic Advisor Solutions LLC | $19.4M | 52,636 | Added |
| 7 | Avior Wealth Management, LLC | $16.7M | 45,443 | Trimmed |
| 8 | Lake Hills Wealth Management, LLC | $16.1M | 43,786 | Added |
| 9 | ACT WEALTH MANAGEMENT, LLC | $14.3M | 38,888 | Added |
| 10 | Sarasin & Partners LLP | $14.2M | 38,588 | Trimmed |
| 11 | Strategic Investment Solutions, Inc. /IL | $11.0M | 29,850 | Added |
| 12 | HARBOR INVESTMENT ADVISORY, LLC | $10.3M | 27,896 | Trimmed |
| 13 | Grove Bank & Trust | $9.6M | 26,171 | Added |
| 14 | Mirador Capital Partners LP | $7.9M | 21,558 | Trimmed |
| 15 | Versant Capital Management, Inc | $7.5M | 20,255 | Trimmed |
| 16 | Apella Capital, LLC | $7.4M | 19,573 | Added |
| 17 | Stonebridge Financial Group, LLC | $5.6M | 15,165 | Trimmed |
| 18 | Balefire, LLC | $5.4M | 14,712 | Trimmed |
| 19 | Noble Wealth Management PBC | $5.2M | 14,044 | Added |
| 20 | Bison Wealth, LLC | $5.1M | 13,361 | Added |
| 21 | INSPIRION WEALTH ADVISORS, LLC | $4.8M | 12,916 | Added |
| 22 | Fermata Advisors, LLC | $3.7M | 10,038 | Added |
| 23 | Vigilare Wealth Management | $3.0M | 8,218 | Trimmed |
| 24 | Wisconsin Wealth Advisors, LLC | $2.8M | 7,610 | Trimmed |
| 25 | Valeo Financial Advisors, LLC | $2.8M | 7,470 | Trimmed |