| ZEVENBERGEN CAPITAL INVESTMENTS LLCCOM478.2K shadded | 478.2K | $126.6M | added |
| CONGRESS ASSET MANAGEMENT COCOM351.4K sh— | 351.4K | $93M | — |
| Mn Services Vermogensbeheer B.V.CL A291.4K shadded | 291.4K | $77.1M | added |
| JIA INVESTMENT ALLIANCE PTE. LTD.CL A180.1K shadded | 180.1K | $47.7M | added |
| Oak Grove Capital LLCCL A160.9K shadded | 160.9K | $42.6M | added |
| Gradient Investments LLCCL A159.5K shadded | 159.5K | $42.2M | added |
| JACOBS & CO/CACOM109.2K shadded | 109.2K | $28.9M | added |
| Venture Visionary Partners LLCCL A108.7K shadded | 108.7K | $28.8M | added |
| Farther Finance Advisors, LLCStock86.1K shadded | 86.1K | $22.8M | added |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM79.9K shadded | 79.9K | $21.2M | added |
| GLYNN CAPITAL MANAGEMENT LLCCOM58.9K shadded | 58.9K | $15.6M | added |
| SAPIENT CAPITAL LLCCL A42.9K shadded | 42.9K | $11.4M | added |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock40.7K shadded | 40.7K | $10.8M | added |
| Decker Wealth Management LLCCL A36K shadded | 36K | $9.5M | added |
| Valeo Financial Advisors, LLCStock35K shadded | 35K | $9.3M | added |
| Mirador Capital Partners LPCL A32.2K shadded | 32.2K | $8.5M | added |
| TITLEIST ASSET MANAGEMENT, LLCCL A31.5K shadded | 31.5K | $8.3M | added |
| GAMMA Investing LLCCommon Stock31.4K shadded | 31.4K | $8.3M | added |
| Kessler Investment Group, LLCCL A30.7K shadded | 30.7K | $8.1M | added |
| Westwind CapitalStock27.4K sh— | 27.4K | $7.3M | — |
| Wedmont Private CapitalCL A23.7K shadded | 23.7K | $6.2M | added |
| BENEDICT FINANCIAL ADVISORS INCCommon Stock23.3K shadded | 23.3K | $6.2M | added |
| LifeGoal Investments, LLCCL A21.8K sh— | 21.8K | $5.8M | — |
| Draper Asset Management, LLCCL A21.2K shadded | 21.2K | $5.6M | added |
| CoreCap Advisors, LLCStock20.9K shadded | 20.9K | $5.5M | added |
| Cooper Financial GroupCL A19.5K shadded | 19.5K | $5.2M | added |
| Capital Advisors Wealth Management, LLCCL A19.3K shadded | 19.3K | $5.1M | added |
| NEVILLE RODIE & SHAW INCCOM17.6K shadded | 17.6K | $4.7M | added |
| Integrated Financial Solutions, Inc.CL A17.2K shadded | 17.2K | $4.5M | added |
| Castle Rock Wealth Management, LLCCL A15.8K shadded | 15.8K | $4.4M | added |
| Everhart Financial Group, Inc.CL A13.5K shadded | 13.5K | $3.6M | added |
| Green Alpha Advisors, LLCCL A13.2K shadded | 13.2K | $3.5M | added |
| Meadowbrook Wealth Management, LLCLarge US Gro Eq12.2K shadded | 12.2K | $3.2M | added |
| EASTERN BANKCL A11.5K shadded | 11.5K | $3.1M | added |
| Strong Retirement Solutions LLCCL A11.5K shadded | 11.5K | $3M | added |
| Werlinich Asset Management, LLCCL A10.8K shadded | 10.8K | $2.9M | added |
| Legacy Wealth Asset Management, LLCCL A10.5K shadded | 10.5K | $2.8M | added |
| Wisconsin Wealth Advisors, LLCCL A10.1K shadded | 10.1K | $2.7M | added |
| Crumly & Associates Inc.CL A9.1K shadded | 9.1K | $2.4M | added |
| Retireful, LLCCL A8.9K shadded | 8.9K | $2.4M | added |
| RHODES INVESTMENT ADVISORS INC /ADVCL A7.8K shadded | 7.8K | $2.1M | added |
| MOODY NATIONAL BANK TRUST DIVISIONCL A7K shadded | 7K | $1.9M | added |
| Vann Equity Management LLCCL A7K shadded | 7K | $1.9M | added |
| WoodTrust Financial CorpCOMMON6.8K shadded | 6.8K | $1.8M | added |
| Emergent Wealth Advisors, LLCCL A6.3K shadded | 6.3K | $1.7M | added |
| Overbrook Management CorpCL A6K shadded | 6K | $1.6M | added |
| Galvin, Gaustad & Stein, LLCCL A6K shadded | 6K | $1.6M | added |
| FIRST COMMUNITY TRUST NACL A5.6K shadded | 5.6K | $1.5M | added |
| Apella Capital, LLCCL A5.4K shadded | 5.4K | $1.4M | added |
| Avidian Wealth Enterprises, LLCCL A5.4K shadded | 5.4K | $1.4M | added |
| AVITY INVESTMENT MANAGEMENT INC.CL A4.6K shadded | 4.6K | $1.2M | added |
| Green Ridge Wealth Planning LLCCL A4.4K shadded | 4.4K | $1.2M | added |
| Central Pacific Bank - Trust DivisionCL A4.3K shadded | 4.3K | $1.1M | added |
| INSPIRION WEALTH ADVISORS, LLCCL A4.3K shadded | 4.3K | $1.1M | added |
| Sound Income Strategies, LLCCL A4.2K shadded | 4.2K | $1.1M | added |
| STABLEFORD CAPITAL II LLCCL A3.8K shadded | 3.8K | $1M | added |
| SACKS & ASSOCIATES, LLCCL A3.7K shtrimmed | 3.7K | $991.8K | trimmed |
| AVAII WEALTH MANAGEMENT, LLCCL A3.7K shadded | 3.7K | $985.7K | added |
| Acropolis Investment Management, LLCCL A3.5K shadded | 3.5K | $920.3K | added |
| MFA WEALTH ADVISORS, LLCCL A3.2K shadded | 3.2K | $839.3K | added |
| RFG - Bristol Wealth Advisors, LLCCL A3.1K shadded | 3.1K | $815.4K | added |
| TOTH FINANCIAL ADVISORY CORPCL A2.8K shadded | 2.8K | $750.6K | added |
| CENTRAL BANK & TRUST COEquities2.8K shadded | 2.8K | $741.3K | added |
| Bank of New HampshireCL A2.7K shadded | 2.7K | $714.6K | added |
| Sunburst Financial Group, LLCCL A2.5K shadded | 2.5K | $654.7K | added |
| Nautilus Advisors LLCCL A2.3K shtrimmed | 2.3K | $608.7K | trimmed |
| ROCKLAND TRUST COCL A2.2K shadded | 2.2K | $582.5K | added |
| Dale Q Rice Investment Management LtdCL A2.1K shadded | 2.1K | $551.7K | added |
| Gerald Baker Financial Group LLCCL A2K shadded | 2K | $530.6K | added |
| CenterStar Asset Management, LLCCL A2K sh— | 2K | $529.5K | — |
| ATWOOD & PALMER INCCOM2K shadded | 2K | $526.3K | added |
| Heartwood Wealth Advisors LLCStock1.8K shadded | 1.8K | $476K | added |
| BURR FINANCIAL SERVICES, LLCCL A1.7K shtrimmed | 1.7K | $462.8K | trimmed |
| PFW Advisors LLCCL A1.7K shadded | 1.7K | $441.9K | added |
| COLTON GROOME FINANCIAL ADVISORS, LLCCL A1.7K shadded | 1.7K | $441.4K | added |
| Post Resch Tallon Group Inc.CL A1.6K shadded | 1.6K | $432.3K | added |
| Grove Bank & TrustCL A1.6K shadded | 1.6K | $422.3K | added |
| Elm3 Financial Group, LLCCL A1.5K shadded | 1.5K | $396.6K | added |
| Worth Asset Management, LLCStock1.5K shadded | 1.5K | $384.9K | added |
| RIVERSEDGE ADVISORS, LLCCL A1.4K shadded | 1.4K | $375.2K | added |
| Legacy Private Trust Co.CL A1.4K sh— | 1.4K | $363K | — |
| Sherry Group, Inc.COM1.4K shadded | 1.4K | $357.9K | added |
| ARMSTRONG ADVISORY GROUP, INCCL A1.3K shadded | 1.3K | $352.9K | added |
| Exchange BankCOMMON STOCK1.3K shadded | 1.3K | $338.9K | added |
| BAKER TILLY WEALTH MANAGEMENT, LLCCL A1.3K shadded | 1.3K | $336.6K | added |
| Balefire, LLCCL A1.2K shadded | 1.2K | $328.3K | added |
| First Heartland Consultants, Inc.CL A1.2K sh— | 1.2K | $320.6K | — |
| Hummer Financial Advisory Services IncCL A1.2K shadded | 1.2K | $312.4K | added |
| Financial Symmetry IncCOM1.1K sh— | 1.1K | $294.4K | — |
| M.E. ALLISON & CO., INC.CL A1.1K shadded | 1.1K | $279.6K | added |
| CHAPIN DAVIS, INC.CL A1K sh— | 1K | $274.5K | — |
| Bill Few Associates, Inc.CL A1K sh— | 1K | $270.6K | — |
| YHB Investment Advisors, Inc.CL A940 sh— | 940 | $248.9K | — |
| TrueWealth Advisors, LLCCL A936 sh— | 936 | $247.8K | — |
| Sprinkle Financial Consultants LLCCL A916 sh— | 916 | $242.5K | — |
| FINANCIAL MANAGEMENT NETWORK INCCL A883 shtrimmed | 883 | $238.3K | trimmed |
| Aletheian Wealth Advisors LLCCL A897 sh— | 897 | $237.5K | — |
| FELL CAPITAL MANAGEMENT /ADVCL A888 sh— | 888 | $235.1K | — |
| Box Hill Private Wealth LLCCL A812 sh— | 812 | $215K | — |
| Whitaker-Myers Wealth Managers, LTD.CL A804 shadded | 804 | $212.9K | added |
| CYPRESS ASSET MANAGEMENT INC/TXCL A800 sh— | 800 | $211.8K | — |
| Wealth Enhancement Trust Services, Inc.CL A800 shadded | 800 | $211.8K | added |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLCCL A799 sh— | 799 | $211.5K | — |
| Monument Capital ManagementCL A792 sh— | 792 | $209.7K | — |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCL A767 sh— | 767 | $203.1K | — |
| BOYUM WEALTH ARCHITECTS LLCCL A748 sh— | 748 | $202K | — |
| ELEVATION WEALTH PARTNERS, LLCCL A565 shadded | 565 | $149.6K | added |
| Davis Capital ManagementStock556 shadded | 556 | $147.2K | added |
| Olistico Wealth, LLCStock512 shadded | 512 | $135.6K | added |
| GK Wealth Management LLCCL A497 shadded | 497 | $131.6K | added |
| TOMPKINS FINANCIAL CORPCL A464 shadded | 464 | $122.8K | added |
| Paladin Partners, LLCStock400 shadded | 400 | $105.9K | added |
| AMERICAN NATIONAL BANK & TRUSTCL A352 shadded | 352 | $93.2K | added |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCL A344 sh— | 344 | $91.1K | — |
| Marquette Asset Management, LLCCL A196 shadded | 196 | $51.9K | added |
| Byrne Asset Management LLCCOM176 shadded | 176 | $46.8K | added |
| Retirement Wealth Solutions LLCCL A115 shadded | 115 | $30.4K | added |
| GILPIN WEALTH MANAGEMENT, LLCCL A61 shadded | 61 | $16.2K | added |
| Bullock Wealth Management GroupStock28 shadded | 28 | $7.5K | added |
| Trust CoStock20 shadded | 20 | $5.3K | added |
| Horrell Capital Management, Inc.COM15 shadded | 15 | $4K | added |