| 1 | EASTERN BANK | $19.2M | 566,258 | Added |
| 2 | Stewardship Advisors, LLC | $6.5M | 191,492 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $4.5M | 131,943 | Added |
| 4 | GOLDMAN SACHS GROUP INC | $2.2M | 63,712 | Added |
| 5 | Invesco Ltd. | $1.3M | 39,683 | Trimmed |
| 6 | CITADEL ADVISORS LLC | $1.1M | 32,327 | New |
| 7 | BANK OF AMERICA CORP /DE/ | $828,048 | 24,419 | Trimmed |
| 8 | Sepio Capital, LP | $750,137 | 22,121 | Hold |
| 9 | Tower Research Capital LLC (TRC) | $731,574 | 21,574 | Added |
| 10 | Advisory Services Network, LLC | $628,064 | 18,521 | Added |
| 11 | Heck Capital Advisors, LLC | $572,978 | 16,897 | Trimmed |
| 12 | Bond & Devick Financial Network, Inc. | $543,611 | 16,031 | Added |
| 13 | NATIONAL BANK OF CANADA /FI/ | $536,094 | 15,828 | Added |
| 14 | Betterment LLC | $527,000 | 15,532 | Trimmed |
| 15 | Allegheny Financial Group | $514,494 | 15,172 | Added |
| 16 | MJP ASSOCIATES INC /ADV | $456,303 | 13,456 | Trimmed |
| 17 | Advisor OS, LLC | $456,303 | 13,456 | Trimmed |
| 18 | Community Financial Services Group, LLC | $421,010 | 12,379 | Added |
| 19 | OSAIC HOLDINGS, INC. | $388,335 | 11,452 | Trimmed |
| 20 | GRIMES & Co WEALTH MANAGEMENT, LLC | $350,748 | 10,344 | Added |
| 21 | Birch Hill Investment Advisors LLC | $314,007 | 9,260 | Hold |
| 22 | Kingsview Wealth Management, LLC | $281,453 | 8,300 | Hold |
| 23 | Pekin Hardy Strauss, Inc. | $252,528 | 7,447 | New |
| 24 | RAYMOND JAMES FINANCIAL INC | $222,111 | 6,550 | New |
| 25 | Royal Bank of Canada | $80,000 | 2,362 | Added |