| CONGRESS ASSET MANAGEMENT COCOM140.7K shtrimmed | 140.7K | $126.7M | trimmed |
| Artemis Investment Management LLPCOM98.7K shadded | 98.7K | $88.9M | added |
| Mn Services Vermogensbeheer B.V.COM87.2K shadded | 87.2K | $78.6M | added |
| Gradient Investments LLCCOM63.7K shtrimmed | 63.7K | $57.4M | trimmed |
| ATWOOD & PALMER INCCOM33.2K shtrimmed | 33.2K | $29.9M | trimmed |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM22.1K shtrimmed | 22.1K | $19.9M | trimmed |
| SAPIENT CAPITAL LLCCOM15.8K shadded | 15.8K | $14.2M | added |
| Adams Asset Advisors, LLCCOM14.4K shheld | 14.4K | $13M | held |
| CYPRESS ASSET MANAGEMENT INC/TXCOM14.3K shtrimmed | 14.3K | $12.9M | trimmed |
| Westwind CapitalStock13.4K shtrimmed | 13.4K | $12.1M | trimmed |
| HWG Holdings LPCOM13.3K shadded | 13.3K | $12M | added |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock13.1K shtrimmed | 13.1K | $11.8M | trimmed |
| Farther Finance Advisors, LLCStock12.5K shadded | 12.5K | $11.3M | added |
| GAMMA Investing LLCCommon Stock10.7K shadded | 10.7K | $9.6M | added |
| Legacy Private Trust Co.COM10.3K shtrimmed | 10.3K | $9.3M | trimmed |
| MFA WEALTH ADVISORS, LLCCOM8.9K shtrimmed | 8.9K | $8M | trimmed |
| Valeo Financial Advisors, LLCStock8.1K shadded | 8.1K | $7.3M | added |
| CANANDAIGUA NATIONAL BANK & TRUST COCom7.8K shtrimmed | 7.8K | $7M | trimmed |
| Wedmont Private CapitalCOM7.5K shadded | 7.5K | $6.6M | added |
| NEVILLE RODIE & SHAW INCCOM6.6K shtrimmed | 6.6K | $6M | trimmed |
| Venture Visionary Partners LLCCOM5.7K shadded | 5.7K | $5.2M | added |
| YHB Investment Advisors, Inc.COM5.7K shtrimmed | 5.7K | $5.1M | trimmed |
| CHAPIN DAVIS, INC.COM5.6K shadded | 5.6K | $5.1M | added |
| Violich Capital Management, Inc.COM5.1K shheld | 5.1K | $4.5M | held |
| Mirador Capital Partners LPCOM4.7K shadded | 4.7K | $4.2M | added |
| ANB BANKCom3.8K shtrimmed | 3.8K | $3.4M | trimmed |
| Everhart Financial Group, Inc.COM3.7K shadded | 3.7K | $3.3M | added |
| Kessler Investment Group, LLCCOM3.5K shtrimmed | 3.5K | $3.1M | trimmed |
| AVITY INVESTMENT MANAGEMENT INC.COM2.9K shtrimmed | 2.9K | $2.6M | trimmed |
| Investment Partners Asset Management, Inc.COM2.8K shtrimmed | 2.8K | $2.5M | trimmed |
| EASTERN BANKCOM2.7K shtrimmed | 2.7K | $2.5M | trimmed |
| MOODY NATIONAL BANK TRUST DIVISIONCOM2.6K shtrimmed | 2.6K | $2.4M | trimmed |
| WoodTrust Financial CorpCOMMON2.3K shtrimmed | 2.3K | $2.1M | trimmed |
| Apella Capital, LLCCOM2.3K shadded | 2.3K | $2M | added |
| Cooper Financial GroupCOM2.2K shtrimmed | 2.2K | $2M | trimmed |
| Allen Mooney & Barnes Investment Advisors LLCStock2.1K shadded | 2.1K | $1.9M | added |
| Meadowbrook Wealth Management, LLCLarge US Val Eq2K shtrimmed | 2K | $1.8M | trimmed |
| Galvin, Gaustad & Stein, LLCCOM2K shadded | 2K | $1.8M | added |
| Matrix Trust CoCOM1.9K shheld | 1.9K | $1.7M | held |
| Bank of New HampshireCOM1.9K shadded | 1.9K | $1.7M | added |
| Castle Rock Wealth Management, LLCCOM1.9K shtrimmed | 1.9K | $1.7M | trimmed |
| Bangor Savings BankCOM1.8K shtrimmed | 1.8K | $1.7M | trimmed |
| FELL CAPITAL MANAGEMENT /ADVCOM1.7K shtrimmed | 1.7K | $1.5M | trimmed |
| Olistico Wealth, LLCStock1.6K shheld | 1.6K | $1.4M | held |
| Crumly & Associates Inc.COM1.3K shtrimmed | 1.3K | $1.2M | trimmed |
| TITLEIST ASSET MANAGEMENT, LLCCOM1.3K shadded | 1.3K | $1.2M | added |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM1.2K shadded | 1.2K | $1.1M | added |
| RVW Wealth, LLCCOM1.2K shadded | 1.2K | $1.1M | added |
| Central Pacific Bank - Trust DivisionCOM1.2K shtrimmed | 1.2K | $1.1M | trimmed |
| Quintet Private Bank (Europe) S.A.COM1.2K shadded | 1.2K | $1.1M | added |
| Rosenberg Matthew HamiltonStock1.2K shadded | 1.2K | $1M | added |
| Athena Wealth Management, LLCCOM1.1K shadded | 1.1K | $1M | added |
| Breakwater Capital GroupCOM1K shadded | 1K | $941.8K | added |
| Sound Income Strategies, LLCCOM1.1K shadded | 1.1K | $936.1K | added |
| CenterStar Asset Management, LLCCOM1K sh— | 1K | $900.4K | — |
| Kearns & Associates LLCCOM1K shheld | 1K | $900.4K | held |
| First Heartland Consultants, Inc.COM959 shadded | 959 | $863.1K | added |
| Douglas Lane & Associates, LLCCOMMON945 shtrimmed | 945 | $851.2K | trimmed |
| Avidian Wealth Enterprises, LLCCOM940 shtrimmed | 940 | $846.2K | trimmed |
| CoreCap Advisors, LLCStock928 shtrimmed | 928 | $835.9K | trimmed |
| Atlas Brown,Inc.Stock910 shadded | 910 | $819.7K | added |
| FINANCIAL MANAGEMENT NETWORK INCCOM870 shtrimmed | 870 | $785.6K | trimmed |
| Wealth Enhancement Trust Services, Inc.COM868 shadded | 868 | $781.5K | added |
| Canandaigua National Trust Co of FloridaCom868 shadded | 868 | $781.5K | added |
| Private Capital Advisors, Inc.COM860 shheld | 860 | $774.3K | held |
| Whalen Wealth Management Inc.COM817 shtrimmed | 817 | $735.6K | trimmed |
| General Partner, Inc.CL813 shheld | 813 | $732K | held |
| Grove Bank & TrustCOM797 shtrimmed | 797 | $717.6K | trimmed |
| DIVERSIFIED MANAGEMENT INCCOM756 shadded | 756 | $680.7K | added |
| Tactive Advisors, LLCCOM753 shtrimmed | 753 | $678.1K | trimmed |
| RIVERSEDGE ADVISORS, LLCCOM724 shadded | 724 | $651.5K | added |
| Vann Equity Management LLCCOM695 shadded | 695 | $625.6K | added |
| TrueWealth Advisors, LLCCOM685 shadded | 685 | $617K | added |
| Acropolis Investment Management, LLCCOM650 shadded | 650 | $585.3K | added |
| Balefire, LLCCOM640 shadded | 640 | $576.3K | added |
| Monument Capital ManagementCOM639 shadded | 639 | $575.7K | added |
| RHODES INVESTMENT ADVISORS INC /ADVCOM636 shadded | 636 | $572.6K | added |
| Bullock Wealth Management GroupStock633 shtrimmed | 633 | $567.4K | trimmed |
| Weaver Consulting GroupCOM622 shadded | 622 | $560K | added |
| Worth Asset Management, LLCStock608 shadded | 608 | $547.6K | added |
| Castleview Partners, LLCCOM591 shadded | 591 | $532.1K | added |
| ARMSTRONG ADVISORY GROUP, INCCOM571 shadded | 571 | $513.8K | added |
| ROCKLAND TRUST COCOM567 shadded | 567 | $510.5K | added |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM559 shadded | 559 | $503.1K | added |
| New Covenant Trust Company, N.A.COM527 shadded | 527 | $474.5K | added |
| Byrne Asset Management LLCCOM513 shadded | 513 | $460K | added |
| M.E. ALLISON & CO., INC.COM507 shtrimmed | 507 | $456.5K | trimmed |
| TOMPKINS FINANCIAL CORPCOM500 shheld | 500 | $450.2K | held |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC.COM498 shheld | 498 | $448.4K | held |
| Bath Savings Trust CoCommon Stock493 shtrimmed | 493 | $443.9K | trimmed |
| EPIQ PARTNERS, LLCCOM490 shheld | 490 | $441.2K | held |
| PARK NATIONAL CORP /OH/Com474 shadded | 474 | $426.8K | added |
| LEGACY SOLUTIONS, LLCCOM456 shtrimmed | 456 | $410.8K | trimmed |
| ACT WEALTH MANAGEMENT, LLCCOM451 shtrimmed | 451 | $405.9K | trimmed |
| Trinity Financial Advisors LLCCOM432 shtrimmed | 432 | $389K | trimmed |
| Intelligence Driven Advisers, LLCCOM425 shadded | 425 | $383K | added |
| Oak Grove Capital LLCCOM400 shtrimmed | 400 | $360.1K | trimmed |
| Echo45 Advisors LLCCOM396 shadded | 396 | $356.7K | added |
| City Center Advisors, LLCCOM395 shtrimmed | 395 | $355.9K | trimmed |
| JUNCTURE WEALTH STRATEGIES, LLCCOM388 shtrimmed | 388 | $349.4K | trimmed |
| Retireful, LLCCOM385 shadded | 385 | $346.6K | added |
| Capital Advisors Wealth Management, LLCCOM383 shheld | 383 | $344.4K | held |
| Graves Light Lenhart Wealth, Inc.COM376 shheld | 376 | $338.5K | held |
| ELEVATION WEALTH PARTNERS, LLCCOM340 shadded | 340 | $306.2K | added |
| Successful Portfolios LLCCOM338 shtrimmed | 338 | $301.8K | trimmed |
| Aletheian Wealth Advisors LLCCOM313 shadded | 313 | $281.8K | added |
| KFA Private Wealth Group, LLCCOM310 shtrimmed | 310 | $279.6K | trimmed |
| INSPIRION WEALTH ADVISORS, LLCCOM306 shheld | 306 | $275.9K | held |
| Hamilton Capital, LLCCOM303 shadded | 303 | $272.8K | added |
| Gallagher Capital Advisors, LLCCOM303 shadded | 303 | $272.6K | added |
| DAVIDSON TRUST COEquities291 shheld | 291 | $262K | held |
| Stokes Capital Advisors, LLCCOM285 shadded | 285 | $256.6K | added |
| FIRST COMMUNITY TRUST NACOM271 shheld | 271 | $244K | held |
| CapWealth Advisors, LLCStock269 shheld | 269 | $242.2K | held |
| LifeGoal Investments, LLCCOM268 sh— | 268 | $241.3K | — |
| jvl associates llcCOM267 shadded | 267 | $240.4K | added |
| VISTA INVESTMENT PARTNERS LLCCOM267 shtrimmed | 267 | $240.4K | trimmed |
| BOS Asset Management, LLCCOM254 shheld | 254 | $228.7K | held |
| Greenfield Savings BankCOM249 shheld | 249 | $224.2K | held |
| Eastover Investment Advisors LLCCOM245 shheld | 245 | $220.6K | held |
| Councilor Wealth, LLCCOM235 shtrimmed | 235 | $211.7K | trimmed |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM234 sh— | 234 | $210.9K | — |
| Dorato Capital ManagementCOM235 shheld | 235 | $208.5K | held |
| Horrell Capital Management, Inc.COM160 shheld | 160 | $144.1K | held |
| GILPIN WEALTH MANAGEMENT, LLCCOM150 shheld | 150 | $135.1K | held |
| Investors Research CorpCOM142 shheld | 142 | $127.9K | held |
| AMERICAN NATIONAL BANK & TRUSTCOM120 shtrimmed | 120 | $108K | trimmed |
| TOTH FINANCIAL ADVISORY CORPCOM88 shheld | 88 | $79.2K | held |
| Paladin Partners, LLCStock57 shheld | 57 | $51.3K | held |
| Trust CoStock52 shheld | 52 | $46.8K | held |
| Bank & Trust CoCOM32 shheld | 32 | $28.8K | held |
| STEPH & COCOM28 shadded | 28 | $25.2K | added |
| Retirement Wealth Solutions LLCCOM26 shadded | 26 | $23.4K | added |
| Davis Capital ManagementStock9 shadded | 9 | $8.1K | added |
| Marquette Asset Management, LLCCOM5 shtrimmed | 5 | $4.5K | trimmed |
| GK Wealth Management LLCCOM1 sh— | 1 | $719 | — |