| 1 | ROCKLAND TRUST CO | $93.0M | 815,504 | Added |
| 2 | TRUST POINT INC. | $75.8M | 664,535 | Added |
| 3 | Stordahl Capital Management, Inc. | $20.1M | 176,020 | Added |
| 4 | Avior Wealth Management, LLC | $18.4M | 161,287 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $8.4M | 73,501 | Added |
| 6 | TRUIST FINANCIAL CORP | $5.1M | 44,796 | Trimmed |
| 7 | Kestra Advisory Services, LLC | $4.5M | 39,722 | Trimmed |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.2M | 37,120 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $3.3M | 28,917 | Trimmed |
| 10 | Miracle Mile Advisors, LLC | $2.8M | 24,718 | Trimmed |
| 11 | Fortitude Family Office, LLC | $1.5M | 13,160 | Hold |
| 12 | Private Advisor Group, LLC | $1.4M | 12,485 | Added |
| 13 | KEYBANK NATIONAL ASSOCIATION/OH | $1.2M | 10,187 | Trimmed |
| 14 | PFG Advisors | $1.2M | 10,124 | Added |
| 15 | Heritage Investment Group, Inc. | $1.1M | 9,572 | Hold |
| 16 | D.A. DAVIDSON & CO. | $952,370 | 8,349 | Hold |
| 17 | Cambridge Investment Research Advisors, Inc. | $914,000 | 8,014 | Added |
| 18 | Rodgers & Associates, LTD | $668,906 | 5,864 | Added |
| 19 | Goodman Financial Corp | $660,760 | 5,793 | Added |
| 20 | Merit Financial Group, LLC | $636,967 | 5,584 | Hold |
| 21 | Sovran Advisors, LLC | $607,611 | 5,251 | Added |
| 22 | Bruce G. Allen Investments, LLC | $558,226 | 4,894 | Added |
| 23 | GHP Investment Advisors, Inc. | $537,042 | 4,708 | Hold |
| 24 | Atlas Brown,Inc. | $503,505 | 4,414 | Trimmed |
| 25 | BHK Investment Advisors, LLC | $501,908 | 4,400 | Hold |