| 1 | Czech National Bank | $161.3M | 1.2M | Added |
| 2 | EASTERN BANK | $98.2M | 718,188 | Added |
| 3 | OLD REPUBLIC INTERNATIONAL CORP | $68.3M | 499,800 | Hold |
| 4 | ROCKLAND TRUST CO | $40.0M | 292,229 | Trimmed |
| 5 | NEVILLE RODIE & SHAW INC | $29.9M | 218,431 | Trimmed |
| 6 | CANANDAIGUA NATIONAL BANK & TRUST CO | $27.6M | 202,122 | Trimmed |
| 7 | MassMutual Private Wealth & Trust, FSB | $23.0M | 167,989 | Trimmed |
| 8 | Apella Capital, LLC | $20.1M | 141,617 | Added |
| 9 | Gradient Investments LLC | $19.4M | 141,859 | Added |
| 10 | Teamwork Financial Advisors, LLC | $18.3M | 134,070 | Trimmed |
| 11 | Chesley Taft & Associates LLC | $17.7M | 129,699 | Trimmed |
| 12 | GAMMA Investing LLC | $17.0M | 124,605 | Added |
| 13 | Dynamic Advisor Solutions LLC | $12.5M | 91,158 | Trimmed |
| 14 | SANDERS MORRIS HARRIS LLC | $10.9M | 80,035 | Trimmed |
| 15 | Mechanics Bank Trust Department | $10.8M | 78,730 | Trimmed |
| 16 | First National Bank of Mount Dora, Trust Investment Services | $10.4M | 76,075 | Trimmed |
| 17 | TRUST POINT INC. | $9.2M | 67,271 | Added |
| 18 | CX Institutional | $9.1M | 66,197 | Trimmed |
| 19 | FIRST FINANCIAL BANK - TRUST DIVISION | $8.6M | 62,776 | Added |
| 20 | Grove Bank & Trust | $8.1M | 59,044 | Trimmed |
| 21 | Versant Capital Management, Inc | $7.7M | 56,655 | Added |
| 22 | Avior Wealth Management, LLC | $7.4M | 53,996 | Trimmed |
| 23 | ANDERSON HOAGLAND & CO | $7.4M | 53,829 | Trimmed |
| 24 | Bill Few Associates, Inc. | $6.7M | 49,366 | Trimmed |
| 25 | Hennion & Walsh Asset Management, Inc. | $6.5M | 47,717 | Trimmed |