| Douglas Lane & Associates, LLCCOMMON285.4K shtrimmed | 285.4K | $89.1M | trimmed |
| CapWealth Advisors, LLCStock99.3K shtrimmed | 99.3K | $31M | trimmed |
| Galvin, Gaustad & Stein, LLCCOM NEW71.4K shtrimmed | 71.4K | $22.3M | trimmed |
| NEVILLE RODIE & SHAW INCCOM66.7K shtrimmed | 66.7K | $20.8M | trimmed |
| Farther Finance Advisors, LLCStock43.1K shadded | 43.1K | $13.5M | added |
| SAPIENT CAPITAL LLCCOM NEW41.7K shtrimmed | 41.7K | $13M | trimmed |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIStock35.3K shtrimmed | 35.3K | $11M | trimmed |
| GAMMA Investing LLCCommon Stock32.5K shadded | 32.5K | $10.1M | added |
| AMERICAN NATIONAL BANK & TRUSTCOM NEW28.7K shtrimmed | 28.7K | $9M | trimmed |
| Legacy Private Trust Co.COM NEW26.6K shtrimmed | 26.6K | $8.3M | trimmed |
| ROCKLAND TRUST COCOM NEW25.9K shtrimmed | 25.9K | $8.1M | trimmed |
| Wedmont Private CapitalCOM NEW22.8K shadded | 22.8K | $7M | added |
| YHB Investment Advisors, Inc.COM NEW21.2K shadded | 21.2K | $6.6M | added |
| CoreCap Advisors, LLCStock18.5K shtrimmed | 18.5K | $5.8M | trimmed |
| HWG Holdings LPCOM15.6K shadded | 15.6K | $4.9M | added |
| Valeo Financial Advisors, LLCStock14.4K shadded | 14.4K | $4.5M | added |
| Everhart Financial Group, Inc.COM NEW12.5K shtrimmed | 12.5K | $3.9M | trimmed |
| EASTERN BANKCOM NEW12.2K shadded | 12.2K | $3.8M | added |
| ARMSTRONG HENRY H ASSOCIATES INCCOM NEW12K shheld | 12K | $3.8M | held |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM11.7K shtrimmed | 11.7K | $3.7M | trimmed |
| Bank of New HampshireCOM NEW11.1K shtrimmed | 11.1K | $3.5M | trimmed |
| Apella Capital, LLCCOM NEW11.2K shadded | 11.2K | $3.4M | added |
| Venture Visionary Partners LLCCOM NEW10.3K shadded | 10.3K | $3.2M | added |
| CANANDAIGUA NATIONAL BANK & TRUST COCom10.1K shtrimmed | 10.1K | $3.1M | trimmed |
| RHODES INVESTMENT ADVISORS INC /ADVCOM NEW9.7K shtrimmed | 9.7K | $3M | trimmed |
| MOODY NATIONAL BANK TRUST DIVISIONCOM NEW9.1K shtrimmed | 9.1K | $2.8M | trimmed |
| Central Pacific Bank - Trust DivisionCOM NEW8.5K shtrimmed | 8.5K | $2.7M | trimmed |
| Atlas Brown,Inc.Stock8.5K shtrimmed | 8.5K | $2.6M | trimmed |
| Avidian Wealth Enterprises, LLCCOM NEW8.3K shadded | 8.3K | $2.6M | added |
| HALL LAURIE J TRUSTEEEquities7.9K shtrimmed | 7.9K | $2.5M | trimmed |
| PARK NATIONAL CORP /OH/Com7.9K shtrimmed | 7.9K | $2.5M | trimmed |
| CHICKASAW CAPITAL MANAGEMENT LLCCOM7.2K shtrimmed | 7.2K | $2.2M | trimmed |
| CONGRESS ASSET MANAGEMENT COCOM7K sh— | 7K | $2.2M | — |
| MFG WEALTH MANAGEMENT, INC.COM NEW6.9K shtrimmed | 6.9K | $2.2M | trimmed |
| CENTRAL BANK & TRUST COEquities6.9K shadded | 6.9K | $2.1M | added |
| Breakwater Capital GroupCOM NEW6.9K shtrimmed | 6.9K | $2.1M | trimmed |
| STABLEFORD CAPITAL II LLCCOM NEW5.9K shadded | 5.9K | $1.8M | added |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock5.4K shtrimmed | 5.4K | $1.7M | trimmed |
| Bath Savings Trust CoCommon Stock5.3K shtrimmed | 5.3K | $1.7M | trimmed |
| Cooper Financial GroupCOM NEW5.3K shadded | 5.3K | $1.7M | added |
| AVITY INVESTMENT MANAGEMENT INC.COM NEW4.9K shadded | 4.9K | $1.5M | added |
| VISTA INVESTMENT PARTNERS LLCCOM NEW4.8K shadded | 4.8K | $1.5M | added |
| Meadowbrook Wealth Management, LLCLarge US Bl Eq4.8K shtrimmed | 4.8K | $1.5M | trimmed |
| Wealth Science Advisors LLCCOM NEW4.6K shtrimmed | 4.6K | $1.4M | trimmed |
| DLK Investment Management, LLCCOM NEW4.5K shtrimmed | 4.5K | $1.4M | trimmed |
| Weaver Consulting GroupCOM NEW4.4K shadded | 4.4K | $1.4M | added |
| Mirador Capital Partners LPCOM NEW4K shadded | 4K | $1.2M | added |
| ARMSTRONG ADVISORY GROUP, INCCOM NEW3.9K shadded | 3.9K | $1.2M | added |
| TOMPKINS FINANCIAL CORPCOM NEW3.9K shtrimmed | 3.9K | $1.2M | trimmed |
| Worth Asset Management, LLCStock3.9K shadded | 3.9K | $1.2M | added |
| Exchange BankCOMMON STOCK3.8K shheld | 3.8K | $1.2M | held |
| Whalen Wealth Management Inc.COM NEW3.7K shadded | 3.7K | $1.1M | added |
| M.E. ALLISON & CO., INC.COM NEW3.6K shheld | 3.6K | $1.1M | held |
| Grove Bank & TrustCOM NEW3.6K shheld | 3.6K | $1.1M | held |
| Plan A Wealth LLCCOM NEW3.5K shtrimmed | 3.5K | $1.1M | trimmed |
| Quintet Private Bank (Europe) S.A.COM NEW3.4K shtrimmed | 3.4K | $1.1M | trimmed |
| Sound Income Strategies, LLCCOM NEW3.4K shadded | 3.4K | $1M | added |
| Intelligence Driven Advisers, LLCCOM NEW3.3K shtrimmed | 3.3K | $1M | trimmed |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM NEW3.3K shadded | 3.3K | $1M | added |
| ARGUS INVESTORS' COUNSEL, INC.COM3.2K shadded | 3.2K | $1M | added |
| New Covenant Trust Company, N.A.COM NEW3.2K shtrimmed | 3.2K | $1M | trimmed |
| First Heartland Consultants, Inc.COM NEW3.1K shtrimmed | 3.1K | $982.6K | trimmed |
| WoodTrust Financial CorpCOMMON3.1K shtrimmed | 3.1K | $966K | trimmed |
| Graves Light Lenhart Wealth, Inc.COM NEW2.9K shtrimmed | 2.9K | $916.9K | trimmed |
| Investment Partners Asset Management, Inc.COM NEW2.9K shtrimmed | 2.9K | $907.9K | trimmed |
| Monument Capital ManagementCOM NEW2.9K shheld | 2.9K | $897.3K | held |
| Cambridge Financial Group, LLCCOM NEW2.4K shheld | 2.4K | $891K | held |
| Bullock Wealth Management GroupStock2.8K shtrimmed | 2.8K | $883.9K | trimmed |
| Acropolis Investment Management, LLCCOM NEW2.8K shtrimmed | 2.8K | $871.6K | trimmed |
| Bill Few Associates, Inc.COM NEW2.8K shheld | 2.8K | $869.3K | held |
| BOS Asset Management, LLCCOM NEW2.6K shtrimmed | 2.6K | $820.9K | trimmed |
| DAVIDSON TRUST COEquities2.6K shtrimmed | 2.6K | $802.9K | trimmed |
| Bangor Savings BankCOM NEW2.6K shtrimmed | 2.6K | $802K | trimmed |
| Vann Equity Management LLCCOM NEW2.5K shtrimmed | 2.5K | $792.9K | trimmed |
| Kaizen Financial StrategiesCOM NEW2.5K shadded | 2.5K | $788.7K | added |
| RIVERSEDGE ADVISORS, LLCCOM NEW2.5K shadded | 2.5K | $786.4K | added |
| BONNESS ENTERPRISES INCCOM NEW2.5K shheld | 2.5K | $775.7K | held |
| FELL CAPITAL MANAGEMENT /ADVCOM NEW2.4K shtrimmed | 2.4K | $741.7K | trimmed |
| Capital Advisors Wealth Management, LLCCOM NEW2.4K shheld | 2.4K | $740.3K | held |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLCCOM NEW2.2K shadded | 2.2K | $689.6K | added |
| CHAPIN DAVIS, INC.COM NEW2.2K shadded | 2.2K | $688K | added |
| Rosenberg Matthew HamiltonStock2.2K shtrimmed | 2.2K | $673.6K | trimmed |
| Prota Financial, LLCCOM NEW2.1K shtrimmed | 2.1K | $661.6K | trimmed |
| David J Yvars GroupCOM NEW2K shadded | 2K | $639.7K | added |
| Dupree Financial Group, LLCCOM NEW2K shadded | 2K | $626.5K | added |
| Greenfield Savings BankCOM NEW2K shheld | 2K | $618K | held |
| Successful Portfolios LLCCOM NEW1.9K shtrimmed | 1.9K | $596.3K | trimmed |
| Legacy Wealth Asset Management, LLCCOM NEW1.9K shadded | 1.9K | $586.2K | added |
| CenterStar Asset Management, LLCCOM NEW1.8K sh— | 1.8K | $562.1K | — |
| WINEBRENNER CAPITAL MANAGEMENT LLCCOM NEW1.6K shtrimmed | 1.6K | $512.7K | trimmed |
| Hummer Financial Advisory Services IncCOM NEW1.6K shheld | 1.6K | $510K | held |
| Balefire, LLCCOM NEW1.6K shtrimmed | 1.6K | $503.6K | trimmed |
| Sprinkle Financial Consultants LLCCOM NEW1.5K shtrimmed | 1.5K | $476.2K | trimmed |
| CenterStar Asset Management, LLCCOM NEW1.5K sh— | 1.5K | $468.4K | — |
| Emprise BankEquities1.5K shadded | 1.5K | $468.1K | added |
| ATWOOD & PALMER INCCOM1.5K shadded | 1.5K | $456.1K | added |
| Veracity Capital LLCCOM NEW1.4K shadded | 1.4K | $448.9K | added |
| Gladwyn Financial Advisors, Inc.COM NEW1.4K shheld | 1.4K | $438.7K | held |
| PFW Advisors LLCCOM NEW1.4K shadded | 1.4K | $434.4K | added |
| Insight Wealth Strategies, LLCCOM NEW1.4K shadded | 1.4K | $430.8K | added |
| Hamilton Capital, LLCCOM NEW1.3K shadded | 1.3K | $418.8K | added |
| RVW Wealth, LLCCOM NEW1.3K shadded | 1.3K | $415.8K | added |
| Post Resch Tallon Group Inc.COM NEW1.3K shtrimmed | 1.3K | $411K | trimmed |
| Shulman DeMeo Asset Management LLCCOM NEW1.3K shtrimmed | 1.3K | $402.4K | trimmed |
| RFG - Bristol Wealth Advisors, LLCCOM NEW1.3K shadded | 1.3K | $391.8K | added |
| Montz Harcus Wealth Management LLCCOM NEW1.2K shadded | 1.2K | $379.7K | added |
| LifeGoal Investments, LLCCOM NEW1.2K shadded | 1.2K | $379.1K | added |
| Aletheian Wealth Advisors LLCCOM NEW1.2K shadded | 1.2K | $359.8K | added |
| Adirondack Capital Advisors, LLCCOM NEW1.1K shadded | 1.1K | $357.7K | added |
| Kaydan Wealth Management, Inc.COM NEW1.1K shtrimmed | 1.1K | $357.3K | trimmed |
| Vilga Financial Planning LLCCOM NEW1.1K shadded | 1.1K | $342.9K | added |
| Independence Financial Advisors, LLCCOM NEW1.1K shadded | 1.1K | $338.1K | added |
| Factor Wealth Management LTDCOM NEW1K shheld | 1K | $327.3K | held |
| MRA Advisory GroupCOM NEW1K shtrimmed | 1K | $325.7K | trimmed |
| TrueWealth Advisors, LLCCOM NEW1K shtrimmed | 1K | $323.7K | trimmed |
| TITLEIST ASSET MANAGEMENT, LLCCOM NEW983 shadded | 983 | $307.1K | added |
| Gradient Investments LLCCOM NEW975 shadded | 975 | $304.4K | added |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM NEW971 shadded | 971 | $303.4K | added |
| ECLECTIC ASSOCIATES INC /ADVCOM NEW945 shtrimmed | 945 | $295.1K | trimmed |
| Veery Capital, LLCCOM NEW933 shtrimmed | 933 | $291.3K | trimmed |
| O'Keefe Stevens Advisory, Inc.COM NEW924 shheld | 924 | $288.7K | held |
| Box Hill Private Wealth LLCCOM NEW919 shtrimmed | 919 | $287K | trimmed |
| Sunburst Financial Group, LLCCOM NEW879 shadded | 879 | $274.5K | added |
| KFA Private Wealth Group, LLCCOM NEW828 shadded | 828 | $258.6K | added |
| Trust CoStock810 shheld | 810 | $253K | held |
| Capital Planning LLCCommon Stock805 shtrimmed | 805 | $251.4K | trimmed |
| City Center Advisors, LLCCOM NEW796 shadded | 796 | $248.6K | added |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLCCOM NEW795 shheld | 795 | $248.3K | held |
| Heartwood Wealth Advisors LLCStock759 shadded | 759 | $237K | added |
| Private Capital Advisors, Inc.COM740 sh— | 740 | $231.1K | — |
| DIVERSIFIED MANAGEMENT INCCOM NEW732 shadded | 732 | $228.6K | added |
| Paragon Capital Management LtdCOM NEW728 shtrimmed | 728 | $227.2K | trimmed |
| Nautilus Advisors LLCCOM NEW724 shadded | 724 | $226.3K | added |
| Echo45 Advisors LLCCOM NEW705 shadded | 705 | $220.3K | added |
| Taylor & Morgan Wealth Management, LLCCOM NEW698 shtrimmed | 698 | $218K | trimmed |
| Trinity Financial Advisors LLCCOM NEW686 shheld | 686 | $214.2K | held |
| INSPIRION WEALTH ADVISORS, LLCCOM NEW672 shheld | 672 | $209.9K | held |
| AVAII WEALTH MANAGEMENT, LLCCOM NEW673 shtrimmed | 673 | $208.3K | trimmed |
| Shira Ridge Wealth ManagementCOM NEW658 shheld | 658 | $205.5K | held |
| FIRST COMMUNITY TRUST NACOM NEW618 shheld | 618 | $193K | held |
| Olistico Wealth, LLCStock530 shheld | 530 | $165.5K | held |
| Wealth Enhancement Trust Services, Inc.COM NEW500 shadded | 500 | $156.1K | added |
| Pacifica Partners Inc.COM NEW426 shheld | 426 | $133.1K | held |
| TOTH FINANCIAL ADVISORY CORPCOM NEW391 shadded | 391 | $122.1K | added |
| Brown Shipley& Co LtdCOM NEW353 shheld | 353 | $110.2K | held |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM NEW343 sh— | 343 | $107.1K | — |
| General Partner, Inc.CL325 shheld | 325 | $101.5K | held |
| GILPIN WEALTH MANAGEMENT, LLCCOM NEW299 shadded | 299 | $93.5K | added |
| Marquette Asset Management, LLCCOM NEW268 shtrimmed | 268 | $83.7K | trimmed |
| ELEVATION WEALTH PARTNERS, LLCCOM NEW264 shheld | 264 | $82.4K | held |
| Horrell Capital Management, Inc.COM250 shheld | 250 | $78.1K | held |
| Investors Research CorpCOM NEW140 shheld | 140 | $43.7K | held |
| Paladin Partners, LLCStock103 shheld | 103 | $32.2K | held |
| Davis Capital ManagementStock79 shtrimmed | 79 | $24.6K | trimmed |
| GK Wealth Management LLCCOM NEW79 shtrimmed | 79 | $24.6K | trimmed |
| Retirement Wealth Solutions LLCCOM NEW49 shtrimmed | 49 | $15.3K | trimmed |
| Dorato Capital ManagementCOM NEW4 shheld | 4 | $1.2K | held |