| 1 | Boston Trust Walden Corp | $37.9M | 460,280 | Added |
| 2 | Facet Wealth, Inc. | $25.8M | 313,891 | Trimmed |
| 3 | Apella Capital, LLC | $24.7M | 305,254 | Added |
| 4 | Sellwood Investment Partners LLC | $21.2M | 257,549 | Trimmed |
| 5 | NORTHSTAR ASSET MANAGEMENT INC | $20.1M | 244,109 | Added |
| 6 | Hanson & Doremus Investment Management | $19.7M | 238,759 | Trimmed |
| 7 | Angeles Investment Advisors, LLC | $19.3M | 234,590 | Added |
| 8 | LifeGuide Financial Advisors, LLC | $16.5M | 200,730 | Added |
| 9 | MISSION WEALTH MANAGEMENT, LP | $13.9M | 169,253 | Added |
| 10 | SPINNAKER TRUST | $12.9M | 156,368 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $12.6M | 153,237 | Trimmed |
| 12 | ST GERMAIN D J CO INC | $11.1M | 134,393 | Added |
| 13 | Crewe Advisors LLC | $10.9M | 132,891 | Trimmed |
| 14 | Orgel Wealth Management, LLC | $10.3M | 124,727 | Trimmed |
| 15 | Garde Capital, Inc. | $9.9M | 120,137 | Trimmed |
| 16 | Diversified Portfolios, Inc. | $8.7M | 105,950 | Trimmed |
| 17 | Miracle Mile Advisors, LLC | $8.6M | 104,488 | Added |
| 18 | Stewardship Advisors, LLC | $8.5M | 103,016 | Trimmed |
| 19 | Farrell Financial LLC | $7.9M | 95,680 | Added |
| 20 | TWIN FOCUS CAPITAL PARTNERS, LLC | $7.3M | 88,137 | Added |
| 21 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $6.8M | 82,246 | Trimmed |
| 22 | Westfuller Advisors, LLC | $6.6M | 80,589 | Added |
| 23 | Human Investing LLC | $6.4M | 77,659 | Trimmed |
| 24 | DeDora Capital, Inc. | $5.7M | 69,688 | Added |
| 25 | New Covenant Trust Company, N.A. | $5.7M | 69,287 | Trimmed |