| 1 | EASTERN BANK | $11.3M | 384,098 | New |
| 2 | Stewardship Advisors, LLC | $5.9M | 200,421 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 63,918 | Added |
| 4 | Mountain Capital Investment Advisors Inc. | $1.6M | 50,074 | Trimmed |
| 5 | Invesco Ltd. | $1.3M | 44,445 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $780,069 | 26,505 | Added |
| 7 | GOLDMAN SACHS GROUP INC | $687,078 | 23,345 | New |
| 8 | Sepio Capital, LP | $651,067 | 22,121 | Added |
| 9 | Heck Capital Advisors, LLC | $559,670 | 19,016 | Trimmed |
| 10 | Tower Research Capital LLC (TRC) | $497,010 | 16,887 | Added |
| 11 | Betterment LLC | $465,000 | 15,817 | Added |
| 12 | NATIONAL BANK OF CANADA /FI/ | $463,451 | 15,769 | Trimmed |
| 13 | Allegheny Financial Group | $446,189 | 15,160 | Added |
| 14 | Advisory Services Network, LLC | $444,210 | 15,093 | New |
| 15 | Bond & Devick Financial Network, Inc. | $416,662 | 14,157 | Added |
| 16 | Advisor OS, LLC | $404,233 | 13,735 | Added |
| 17 | MJP ASSOCIATES INC /ADV | $404,233 | 13,735 | Added |
| 18 | OSAIC HOLDINGS, INC. | $357,340 | 12,142 | Added |
| 19 | GRIMES & Co WEALTH MANAGEMENT, LLC | $303,242 | 10,303 | Added |
| 20 | Focus Partners Advisor Solutions, LLC | $293,579 | 9,975 | Hold |
| 21 | Birch Hill Investment Advisors LLC | $272,536 | 9,260 | Added |
| 22 | Kingsview Wealth Management, LLC | $244,281 | 8,300 | Added |
| 23 | Community Financial Services Group, LLC | $181,623 | 6,138 | New |
| 24 | BLAIR WILLIAM & CO/IL | $77,581 | 2,636 | Hold |
| 25 | Ritter Daniher Financial Advisory LLC / DE | $56,303 | 1,913 | New |