| EASTERN BANK | 566.26K | Jun 30, 26 | +182.16K | 27.62% |
| Stewardship Advisors, LLC | 191.49K | Jun 30, 26 | -8.93K | 9.34% |
| COMMONWEALTH EQUITY SERVICES, LLC | 131.94K | Jun 30, 26 | +68.03K | 6.44% |
| GOLDMAN SACHS GROUP INC | 63.71K | Jun 30, 26 | +40.37K | 3.11% |
| Invesco Ltd. | 39.68K | Jun 30, 26 | -4.76K | 1.94% |
| CITADEL ADVISORS LLC | 32.33K | Jun 30, 26 | +32.33K | 1.58% |
| BANK OF AMERICA CORP /DE/ | 24.42K | Jun 30, 26 | -2.09K | 1.19% |
| Sepio Capital, LP | 22.12K | Jun 30, 26 | -- | 1.08% |
| Tower Research Capital LLC (TRC) | 21.57K | Jun 30, 26 | +4.69K | 1.05% |
| Advisory Services Network, LLC | 18.52K | Jun 30, 26 | +3.43K | 0.90% |
| Heck Capital Advisors, LLC | 16.90K | Jun 30, 26 | -2.12K | 0.82% |
| Bond & Devick Financial Network, Inc. | 16.03K | Jun 30, 26 | +1.87K | 0.78% |
| NATIONAL BANK OF CANADA /FI/ | 15.83K | Jun 30, 26 | +59 | 0.77% |
| Betterment LLC | 15.53K | Jun 30, 26 | -285 | 0.76% |
| Allegheny Financial Group LTD | 15.17K | Jun 30, 26 | +12 | 0.74% |
| MJP ASSOCIATES INC /ADV | 13.46K | Jun 30, 26 | -279 | 0.66% |
| Advisor OS, LLC | 13.46K | Jun 30, 26 | -279 | 0.66% |
| Community Financial Services Group, LLC | 12.38K | Jun 30, 26 | +6.24K | 0.60% |
| ADVISOR GROUP HOLDINGS, INC. | 11.45K | Jun 30, 26 | -690 | 0.56% |
| GRIMES & COMPANY, INC. | 10.34K | Jun 30, 26 | +41 | 0.50% |
| Birch Hill Investment Advisors LLC | 9.26K | Jun 30, 26 | -- | 0.45% |
| Kingsview Wealth Management, LLC | 8.30K | Jun 30, 26 | -- | 0.40% |
| Pekin Hardy Strauss, Inc. | 7.45K | Jun 30, 26 | +7.45K | 0.36% |
| RAYMOND JAMES FINANCIAL INC | 6.55K | Jun 30, 26 | +6.55K | 0.32% |
| ROYAL BANK OF CANADA | 2.36K | Jun 30, 26 | +1.16K | 0.12% |
| Ritter Daniher Financial Advisory LLC / DE | 1.91K | Jun 30, 26 | -- | 0.09% |
| BLAIR WILLIAM & CO/IL | 990 | Jun 30, 26 | -1.65K | 0.05% |
| Aptus Capital Advisors, LLC | 377 | Jun 30, 26 | -- | 0.02% |
| Milestone Investment Advisors LLC | 87 | Jun 30, 26 | -- | 0.00% |
| Ancora Advisors, LLC | 82 | Jun 30, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | 61 | Jun 30, 26 | +61 | 0.00% |
| MORGAN STANLEY | 1 | Jun 30, 26 | -- | 0.00% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | -- | Jun 30, 26 | -377 | -- |
| Buckingham Strategic Partners | -- | Jun 30, 26 | -9.97K | -- |
| MCIA Inc | -- | Jun 30, 26 | -50.07K | -- |
| GoalVest Advisory LLC | -- | Jun 30, 26 | -1.22K | -- |
| CWM, LLC | 792 | Mar 31, 26 | -- | 0.04% |
| MGB Wealth Management, LLC | 54 | Dec 31, 25 | -- | 0.00% |