| EASTERN BANKCOM45.6K shadded | 45.6K | $48.2M | added |
| Mn Services Vermogensbeheer B.V.COM43.8K shadded | 43.8K | $46.4M | added |
| ROCKLAND TRUST COCOM33.8K shadded | 33.8K | $35.7M | added |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM33.3K shtrimmed | 33.3K | $35.2M | trimmed |
| PARK NATIONAL CORP /OH/Com27K shtrimmed | 27K | $28.5M | trimmed |
| Venture Visionary Partners LLCCOM18.5K shadded | 18.5K | $19.6M | added |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM16K shtrimmed | 16K | $16.9M | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock15.6K shtrimmed | 15.6K | $16.5M | trimmed |
| TOTH FINANCIAL ADVISORY CORPCOM13.3K shadded | 13.3K | $14.1M | added |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLCCOM10.5K shheld | 10.5K | $11.1M | held |
| TOMPKINS FINANCIAL CORPCOM10.3K shtrimmed | 10.3K | $10.9M | trimmed |
| Private Capital Advisors, Inc.COM8.6K shtrimmed | 8.6K | $9.1M | trimmed |
| Farther Finance Advisors, LLCStock5.9K shadded | 5.9K | $6.3M | added |
| Mirador Capital Partners LPCOM5.7K shadded | 5.7K | $6M | added |
| GAMMA Investing LLCCommon Stock5.7K shadded | 5.7K | $6M | added |
| ZEVENBERGEN CAPITAL INVESTMENTS LLCCOM5K shadded | 5K | $5.3M | added |
| CANANDAIGUA NATIONAL BANK & TRUST COCom4.5K shtrimmed | 4.5K | $4.8M | trimmed |
| Avidian Wealth Enterprises, LLCCOM4.2K shtrimmed | 4.2K | $4.4M | trimmed |
| Iowa State BankCom3.5K shtrimmed | 3.5K | $3.7M | trimmed |
| Red Spruce Capital, LLCCOM3.4K shtrimmed | 3.4K | $3.5M | trimmed |
| YHB Investment Advisors, Inc.COM3.3K shadded | 3.3K | $3.5M | added |
| Central Pacific Bank - Trust DivisionCOM3.3K shtrimmed | 3.3K | $3.5M | trimmed |
| Stokes Capital Advisors, LLCCOM2.8K shadded | 2.8K | $3M | added |
| Legacy Private Trust Co.COM2.7K shadded | 2.7K | $2.8M | added |
| Valeo Financial Advisors, LLCStock2.7K shadded | 2.7K | $2.8M | added |
| Wedmont Private CapitalCOM2.6K shadded | 2.6K | $2.8M | added |
| ARGUS INVESTORS' COUNSEL, INC.COM2.4K shtrimmed | 2.4K | $2.5M | trimmed |
| CYPRESS ASSET MANAGEMENT INC/TXCOM2.3K shtrimmed | 2.3K | $2.4M | trimmed |
| PFW Advisors LLCCOM2.2K shtrimmed | 2.2K | $2.3M | trimmed |
| Lincoln Capital LLCCOM2K shheld | 2K | $2.1M | held |
| Paladin Partners, LLCStock2K shheld | 2K | $2.1M | held |
| O'Keefe Stevens Advisory, Inc.COM1.7K shadded | 1.7K | $1.8M | added |
| COLTON GROOME FINANCIAL ADVISORS, LLCCOM1.5K shadded | 1.5K | $1.6M | added |
| Legacy Wealth Asset Management, LLCCOM1.4K shtrimmed | 1.4K | $1.5M | trimmed |
| Bangor Savings BankCOM1.4K shtrimmed | 1.4K | $1.5M | trimmed |
| Greenfield Savings BankCOM1.4K shtrimmed | 1.4K | $1.4M | trimmed |
| Everhart Financial Group, Inc.COM1.3K shadded | 1.3K | $1.3M | added |
| Investors Research CorpCOM1.2K shtrimmed | 1.2K | $1.3M | trimmed |
| Atlas Brown,Inc.Stock1.1K shadded | 1.1K | $1.2M | added |
| Bullock Wealth Management GroupStock1K shadded | 1K | $1.1M | added |
| Crumly & Associates Inc.COM932 shadded | 932 | $986K | added |
| Elm3 Financial Group, LLCCOM930 sh— | 930 | $984.3K | — |
| Galvin, Gaustad & Stein, LLCCOM900 shheld | 900 | $952.9K | held |
| Hummer Financial Advisory Services IncCOM790 shheld | 790 | $836K | held |
| RHODES INVESTMENT ADVISORS INC /ADVCOM781 shadded | 781 | $826.5K | added |
| Apella Capital, LLCCOM768 shadded | 768 | $821.7K | added |
| Allen Mooney & Barnes Investment Advisors LLCStock712 shtrimmed | 712 | $753.4K | trimmed |
| RFG - Bristol Wealth Advisors, LLCCOM671 shadded | 671 | $710.1K | added |
| RIVERSEDGE ADVISORS, LLCCOM610 shadded | 610 | $645.9K | added |
| Sound Income Strategies, LLCCOM589 shadded | 589 | $627.8K | added |
| LifeGoal Investments, LLCCOM545 shadded | 545 | $576.9K | added |
| Trust CoStock539 shadded | 539 | $570.4K | added |
| Whalen Wealth Management Inc.COM533 sh— | 533 | $564.1K | — |
| Grove Bank & TrustCOM436 shtrimmed | 436 | $461.4K | trimmed |
| Shulman DeMeo Asset Management LLCCOM431 shtrimmed | 431 | $459.2K | trimmed |
| Cooper Financial GroupCOM432 shadded | 432 | $456.8K | added |
| Gouws Capital LLCCOM429 shheld | 429 | $454K | held |
| Canandaigua National Trust Co of FloridaCom422 shadded | 422 | $446.6K | added |
| Exchange BankCOMMON STOCK421 shtrimmed | 421 | $445.5K | trimmed |
| Violich Capital Management, Inc.COM400 shheld | 400 | $423.3K | held |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM392 shheld | 392 | $415.3K | held |
| Weaver Consulting GroupCOM380 shadded | 380 | $402.2K | added |
| JUNCTURE WEALTH STRATEGIES, LLCCOM363 shadded | 363 | $384.2K | added |
| Douglas Lane & Associates, LLCCOMMON362 shtrimmed | 362 | $383.1K | trimmed |
| ARMSTRONG ADVISORY GROUP, INCCOM359 shadded | 359 | $379.8K | added |
| CoreCap Advisors, LLCStock354 shheld | 354 | $374.7K | held |
| NEVILLE RODIE & SHAW INCCOM350 shheld | 350 | $370K | held |
| ACIMA PRIVATE WEALTH, LLCStock348 shtrimmed | 348 | $368.3K | trimmed |
| Breakwater Capital GroupCOM347 shtrimmed | 347 | $367.2K | trimmed |
| Bank of New HampshireCOM344 shheld | 344 | $364.1K | held |
| DIVERSIFIED MANAGEMENT INCCOM339 shadded | 339 | $358.8K | added |
| Rosenberg Matthew HamiltonStock334 shtrimmed | 334 | $353.5K | trimmed |
| Peoples Bank/KSCommon Stock324 shheld | 324 | $342.9K | held |
| MOODY NATIONAL BANK TRUST DIVISIONCOM318 shheld | 318 | $336.5K | held |
| VISTA INVESTMENT PARTNERS LLCCOM312 shtrimmed | 312 | $330.2K | trimmed |
| DAVIDSON TRUST COEquities300 shheld | 300 | $317.5K | held |
| PROFESSIONAL ADVISORY SERVICES INCCOM300 shheld | 300 | $317K | held |
| Echo45 Advisors LLCCOM298 shadded | 298 | $315.4K | added |
| FIRST COMMUNITY TRUST NACOM293 shtrimmed | 293 | $310.1K | trimmed |
| AMERICAN NATIONAL BANK & TRUSTCOM291 shtrimmed | 291 | $308K | trimmed |
| Aventus Investment Advisors, Inc.Stock290 shadded | 290 | $306.9K | added |
| Wealth Enhancement Trust Services, Inc.COM288 shtrimmed | 288 | $304.8K | trimmed |
| Vann Equity Management LLCCOM279 shtrimmed | 279 | $295.3K | trimmed |
| New Covenant Trust Company, N.A.COM279 shadded | 279 | $295.3K | added |
| TITLEIST ASSET MANAGEMENT, LLCCOM261 shheld | 261 | $276.3K | held |
| Green Ridge Wealth Planning LLCCOM245 shtrimmed | 245 | $259.3K | trimmed |
| Monument Capital ManagementCOM242 shtrimmed | 242 | $256.3K | trimmed |
| General Partner, Inc.CL237 shheld | 237 | $250.8K | held |
| Balefire, LLCCOM232 shadded | 232 | $245.5K | added |
| Montz Harcus Wealth Management LLCCOM231 shadded | 231 | $244K | added |
| CHAPIN DAVIS, INC.COM216 shheld | 216 | $228.6K | held |
| American National Bank of TexasCommon Stock211 shadded | 211 | $223.3K | added |
| Bath Savings Trust CoCommon Stock203 shadded | 203 | $214.8K | added |
| Heartwood Wealth Advisors LLCStock200 sh— | 200 | $211.7K | — |
| Capital Advisors Wealth Management, LLCCOM200 shtrimmed | 200 | $211.6K | trimmed |
| Gradient Investments LLCCOM198 sh— | 198 | $209.5K | — |
| JACOBS & CO/CACOM198 shheld | 198 | $209K | held |
| Olistico Wealth, LLCStock66 shheld | 66 | $69.8K | held |
| ELEVATION WEALTH PARTNERS, LLCCOM57 shadded | 57 | $60.3K | added |
| Retirement Wealth Solutions LLCCOM49 shadded | 49 | $52.1K | added |
| GK Wealth Management LLCCOM41 sh— | 41 | $43.4K | — |
| ATWOOD & PALMER INCCOM28 shheld | 28 | $29.6K | held |
| Pacifica Partners Inc.COM26 shheld | 26 | $27.7K | held |
| Marquette Asset Management, LLCCOM14 shheld | 14 | $14.8K | held |
| VALLEY WEALTH MANAGERS, INC.Stock8 shheld | 8 | $8.5K | held |
| STEPH & COCOM7 shheld | 7 | $7.4K | held |
| Davis Capital ManagementStock5 shadded | 5 | $5.3K | added |
| GILPIN WEALTH MANAGEMENT, LLCCOM3 shheld | 3 | $3.2K | held |