| 1 | Matthew Goff Investment Advisor, LLC | $13.0M | 82,971 | Trimmed |
| 2 | Eldred Rock Partners, LLC | $12.6M | 80,627 | Trimmed |
| 3 | Cohen Capital Management, Inc. | $11.7M | 74,849 | Trimmed |
| 4 | Gradient Investments LLC | $5.8M | 37,294 | Added |
| 5 | Chesley Taft & Associates LLC | $5.1M | 32,410 | Trimmed |
| 6 | Dynamic Advisor Solutions LLC | $2.8M | 17,912 | Added |
| 7 | GAMMA Investing LLC | $2.2M | 14,066 | Added |
| 8 | Versant Capital Management, Inc | $1.7M | 10,771 | Added |
| 9 | Agate Pass Investment Management, LLC | $1.6M | 9,950 | Hold |
| 10 | Valeo Financial Advisors, LLC | $1.5M | 9,310 | Added |
| 11 | Avior Wealth Management, LLC | $1.3M | 8,335 | Added |
| 12 | St. Clair Advisors, LLC | $1.1M | 7,092 | Hold |
| 13 | EASTERN BANK | $1.1M | 6,744 | Trimmed |
| 14 | TRUST POINT INC. | $994,232 | 6,344 | Added |
| 15 | Meriwether Wealth & Planning, LLC | $961,320 | 6,134 | Added |
| 16 | Bangor Savings Bank | $901,453 | 5,752 | Trimmed |
| 17 | NEVILLE RODIE & SHAW INC | $879,000 | 5,610 | Hold |
| 18 | Diesslin Group, Inc. | $851,679 | 5,434 | Hold |
| 19 | Foster Group, Inc. | $600,864 | 3,834 | Added |
| 20 | Roxbury Financial LLC | $592,751 | 3,782 | Added |
| 21 | Grove Bank & Trust | $583,312 | 3,722 | Trimmed |
| 22 | 55 North Private Wealth, LLC | $548,109 | 3,497 | Added |
| 23 | Elmwood Wealth Management, Inc. | $513,729 | 3,278 | Added |
| 24 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $510,908 | 3,260 | Trimmed |
| 25 | Beacon Bank & Trust | $482,070 | 3,076 | Added |