| SAPIENT CAPITAL LLCCOM1.5M shadded | 1.5M | $1.7B | added |
| Private Capital Advisors, Inc.COM411.5K shadded | 411.5K | $476.2M | added |
| Mn Services Vermogensbeheer B.V.COM236.6K shadded | 236.6K | $273.8M | added |
| Border to Coast Pensions Partnership LtdCommon Stock135.7K shadded | 135.7K | $156.8M | added |
| Valeo Financial Advisors, LLCStock130.2K shtrimmed | 130.2K | $150.7M | trimmed |
| CONGRESS ASSET MANAGEMENT COCOM124.5K shadded | 124.5K | $144.1M | added |
| EASTERN BANKCOM115.2K shtrimmed | 115.2K | $133.3M | trimmed |
| Artemis Investment Management LLPCOM76.3K shtrimmed | 76.3K | $88.3M | trimmed |
| Farther Finance Advisors, LLCStock68.1K shadded | 68.1K | $78.8M | added |
| Quintet Private Bank (Europe) S.A.COM44K shadded | 44K | $50.9M | added |
| Oak Grove Capital LLCCOM39.2K shadded | 39.2K | $45.4M | added |
| Overbrook Management CorpCOM29.4K shtrimmed | 29.4K | $34M | trimmed |
| JACOBS & CO/CACOM29K shtrimmed | 29K | $33.5M | trimmed |
| GAMMA Investing LLCCommon Stock28.4K shadded | 28.4K | $32.8M | added |
| Gradient Investments LLCCOM27.4K shadded | 27.4K | $31.7M | added |
| TOMPKINS FINANCIAL CORPCOM27K shtrimmed | 27K | $31.2M | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock26.6K shtrimmed | 26.6K | $30.7M | trimmed |
| Bath Savings Trust CoCommon Stock26.5K shadded | 26.5K | $30.6M | added |
| CYPRESS ASSET MANAGEMENT INC/TXCOM21.7K shtrimmed | 21.7K | $25.2M | trimmed |
| Partnership Wealth Management, LLCStock21.2K shheld | 21.2K | $24.5M | held |
| Legacy Private Trust Co.COM20.7K shadded | 20.7K | $23.9M | added |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM20.5K shtrimmed | 20.5K | $23.7M | trimmed |
| Wedmont Private CapitalCOM18.8K shadded | 18.8K | $22M | added |
| NEVILLE RODIE & SHAW INCCOM17.3K shadded | 17.3K | $20M | added |
| Gouws Capital LLCCOM17.1K shtrimmed | 17.1K | $19.8M | trimmed |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLCCOM16.9K shadded | 16.9K | $19.6M | added |
| Decker Wealth Management LLCCOM16.9K shadded | 16.9K | $19.6M | added |
| Canandaigua National Trust Co of FloridaCom16.6K shtrimmed | 16.6K | $19.2M | trimmed |
| ROCKLAND TRUST COCOM15.9K shtrimmed | 15.9K | $18.3M | trimmed |
| PARK NATIONAL CORP /OH/Com15.5K shadded | 15.5K | $18M | added |
| AMERICAN NATIONAL BANK & TRUSTCOM15.3K shtrimmed | 15.3K | $17.8M | trimmed |
| Venture Visionary Partners LLCCOM14.9K shadded | 14.9K | $17.3M | added |
| CapWealth Advisors, LLCStock10.2K shadded | 10.2K | $11.8M | added |
| Bank & Trust CoCOM10.1K shtrimmed | 10.1K | $11.6M | trimmed |
| YHB Investment Advisors, Inc.COM9.9K shadded | 9.9K | $11.5M | added |
| Stokes Capital Advisors, LLCCOM9.9K shadded | 9.9K | $11.4M | added |
| CoreCap Advisors, LLCStock9.8K shadded | 9.8K | $11.4M | added |
| Avidian Wealth Enterprises, LLCCOM8.9K shadded | 8.9K | $10.3M | added |
| Family Legacy Financial Solutions, LLCCOM8.3K shtrimmed | 8.3K | $9.6M | trimmed |
| Everhart Financial Group, Inc.COM8.3K shadded | 8.3K | $9.6M | added |
| Legacy Private Trust Co.COM8.2K shtrimmed | 8.2K | $9.5M | trimmed |
| Westwind CapitalStock7.9K shtrimmed | 7.9K | $9.1M | trimmed |
| Grove Bank & TrustCOM7.6K shadded | 7.6K | $8.8M | added |
| CANANDAIGUA NATIONAL BANK & TRUST COCom7.4K shtrimmed | 7.4K | $8.6M | trimmed |
| STABLEFORD CAPITAL II LLCCOM7.1K shadded | 7.1K | $8.3M | added |
| Apella Capital, LLCCOM6.8K shadded | 6.8K | $8.1M | added |
| ARMSTRONG ADVISORY GROUP, INCCOM6.8K shadded | 6.8K | $7.9M | added |
| Central Pacific Bank - Trust DivisionCOM6.8K shtrimmed | 6.8K | $7.9M | trimmed |
| HWG Holdings LPCOM6.6K shadded | 6.6K | $7.7M | added |
| MOODY NATIONAL BANK TRUST DIVISIONCOM6.3K shtrimmed | 6.3K | $7.3M | trimmed |
| BOS Asset Management, LLCCOM6.2K shtrimmed | 6.2K | $7.2M | trimmed |
| Galvin, Gaustad & Stein, LLCCOM6.1K shadded | 6.1K | $7.1M | added |
| Cooper Financial GroupCOM5.8K shadded | 5.8K | $6.7M | added |
| Wealth Enhancement Trust Services, Inc.COM5.4K shtrimmed | 5.4K | $6.2M | trimmed |
| Cox Capital Mgt LLCStock5.1K shtrimmed | 5.1K | $5.9M | trimmed |
| Iowa State BankCom5K shtrimmed | 5K | $5.8M | trimmed |
| Brown Shipley& Co LtdCOM4.8K shadded | 4.8K | $5.5M | added |
| Allen Mooney & Barnes Investment Advisors LLCStock4.7K shtrimmed | 4.7K | $5.5M | trimmed |
| Balefire, LLCCOM4.4K shadded | 4.4K | $5.1M | added |
| First Heartland Consultants, Inc.COM4.3K shadded | 4.3K | $5M | added |
| Financial Enhancement Group LLCCOM4.2K shadded | 4.2K | $5M | added |
| Elm3 Financial Group, LLCCOM4.2K shadded | 4.2K | $4.9M | added |
| RVW Wealth, LLCCOM4.2K shadded | 4.2K | $4.8M | added |
| Red Spruce Capital, LLCCOM4K shtrimmed | 4K | $4.7M | trimmed |
| ARGUS INVESTORS' COUNSEL, INC.COM4K shadded | 4K | $4.6M | added |
| Draper Asset Management, LLCCOM3.9K shtrimmed | 3.9K | $4.5M | trimmed |
| VISTA INVESTMENT PARTNERS LLCCOM3.6K shtrimmed | 3.6K | $4.1M | trimmed |
| VALLEY WEALTH MANAGERS, INC.Stock3.4K shtrimmed | 3.4K | $3.9M | trimmed |
| WoodTrust Financial CorpCOMMON3.4K shadded | 3.4K | $3.9M | added |
| Violich Capital Management, Inc.COM3.2K shadded | 3.2K | $3.8M | added |
| MFG WEALTH MANAGEMENT, INC.COM3.1K shadded | 3.1K | $3.6M | added |
| Whalen Wealth Management Inc.COM3K shadded | 3K | $3.4M | added |
| Bullock Wealth Management GroupStock3K shtrimmed | 3K | $3.4M | trimmed |
| Matrix Trust CoCOM2.9K shadded | 2.9K | $3.4M | added |
| Veracity Capital LLCCOM2.9K shadded | 2.9K | $3.3M | added |
| Douglas Lane & Associates, LLCCOMMON2.8K shtrimmed | 2.8K | $3.3M | trimmed |
| Kessler Investment Group, LLCCOM2.7K shtrimmed | 2.7K | $3.2M | trimmed |
| Vann Equity Management LLCCOM2.7K shheld | 2.7K | $3.1M | held |
| PFW Advisors LLCCOM2.7K shtrimmed | 2.7K | $3.1M | trimmed |
| Breakwater Capital GroupCOM2.7K shtrimmed | 2.7K | $3.1M | trimmed |
| Monument Capital ManagementCOM2.6K shadded | 2.6K | $3M | added |
| Bangor Savings BankCOM2.5K shtrimmed | 2.5K | $2.9M | trimmed |
| AVAII WEALTH MANAGEMENT, LLCCOM2.5K shadded | 2.5K | $2.9M | added |
| Meadowbrook Wealth Management, LLCLarge US Gro Eq2.4K shtrimmed | 2.4K | $2.8M | trimmed |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM2.4K shadded | 2.4K | $2.8M | added |
| Olistico Wealth, LLCStock2.4K shheld | 2.4K | $2.8M | held |
| Graves Light Lenhart Wealth, Inc.COM2.3K shheld | 2.3K | $2.7M | held |
| Client First Investment Management LLCCOM2.3K shadded | 2.3K | $2.6M | added |
| Bell Asset Management LtdCOM2.3K shtrimmed | 2.3K | $2.6M | trimmed |
| Sound Income Strategies, LLCCOM2.2K shtrimmed | 2.2K | $2.6M | trimmed |
| CENTRAL BANK & TRUST COEquities2.2K shadded | 2.2K | $2.6M | added |
| HF Advisory Group, LLCCOM2.2K shtrimmed | 2.2K | $2.5M | trimmed |
| Atlas Brown,Inc.Stock2.2K shadded | 2.2K | $2.5M | added |
| Ebert Capital Management Inc.COM2.2K shtrimmed | 2.2K | $2.5M | trimmed |
| Barden Capital Management, Inc.COM2K shadded | 2K | $2.4M | added |
| Acropolis Investment Management, LLCCOM2K shtrimmed | 2K | $2.3M | trimmed |
| Cadent Capital Advisors, LLCCOM2K shtrimmed | 2K | $2.3M | trimmed |
| DIVERSIFIED MANAGEMENT INCCOM2K shtrimmed | 2K | $2.3M | trimmed |
| Castle Rock Wealth Management, LLCCOM1.9K shtrimmed | 1.9K | $2.2M | trimmed |
| Bill Few Associates, Inc.COM1.8K shtrimmed | 1.8K | $2.1M | trimmed |
| CHAPIN DAVIS, INC.COM1.8K shadded | 1.8K | $2.1M | added |
| Gallagher Capital Advisors, LLCCOM1.8K shadded | 1.8K | $2.1M | added |
| Worth Asset Management, LLCStock1.8K shadded | 1.8K | $2.1M | added |
| ANB BANKCom1.8K shtrimmed | 1.8K | $2.1M | trimmed |
| Wealth Science Advisors LLCCOM1.8K shtrimmed | 1.8K | $2.1M | trimmed |
| Mirador Capital Partners LPCOM1.8K shadded | 1.8K | $2M | added |
| Shulman DeMeo Asset Management LLCCOM1.6K shtrimmed | 1.6K | $1.9M | trimmed |
| Longview Financial Advisors, Inc.Stock1.6K shheld | 1.6K | $1.8M | held |
| Norman Fields, Gottscho Capital Management, LLCCOM1.5K shheld | 1.5K | $1.7M | held |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM1.5K shheld | 1.5K | $1.7M | held |
| Legacy Wealth Asset Management, LLCCOM1.5K shtrimmed | 1.5K | $1.7M | trimmed |
| M.E. ALLISON & CO., INC.COM1.4K shadded | 1.4K | $1.7M | added |
| New Covenant Trust Company, N.A.COM1.4K shadded | 1.4K | $1.6M | added |
| FINANCIAL MANAGEMENT NETWORK INCCOM1.4K shadded | 1.4K | $1.6M | added |
| Investment Partners Asset Management, Inc.COM1.4K shtrimmed | 1.4K | $1.6M | trimmed |
| ELEVATION WEALTH PARTNERS, LLCCOM1.4K shadded | 1.4K | $1.6M | added |
| Strong Retirement Solutions LLCCOM1.4K shtrimmed | 1.4K | $1.6M | trimmed |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC.COM1.3K shtrimmed | 1.3K | $1.6M | trimmed |
| Kaizen Financial StrategiesCOM1.3K shtrimmed | 1.3K | $1.5M | trimmed |
| Successful Portfolios LLCCOM1.3K shheld | 1.3K | $1.5M | held |
| AVITY INVESTMENT MANAGEMENT INC.COM1.3K shheld | 1.3K | $1.5M | held |
| TOTH FINANCIAL ADVISORY CORPCOM1.3K shadded | 1.3K | $1.5M | added |
| Hardin Capital Partners, LLCCOM1.3K shadded | 1.3K | $1.5M | added |
| Hummer Financial Advisory Services IncCOM1.2K shheld | 1.2K | $1.4M | held |
| RIVERSEDGE ADVISORS, LLCCOM1.2K shadded | 1.2K | $1.4M | added |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC.COM1.2K shtrimmed | 1.2K | $1.4M | trimmed |
| Capital Advisors Wealth Management, LLCCOM1.2K shadded | 1.2K | $1.4M | added |
| Dickmeyer Boyce Financial Management, Inc.COM1.1K shadded | 1.1K | $1.3M | added |
| McNaughton Wealth Management, LLCCOM1.1K shadded | 1.1K | $1.3M | added |
| TrueWealth Advisors, LLCCOM1.1K shheld | 1.1K | $1.3M | held |
| Paragon Capital Management LtdCOM1.1K shtrimmed | 1.1K | $1.3M | trimmed |
| Exchange BankCOMMON STOCK1.1K shtrimmed | 1.1K | $1.2M | trimmed |
| Hamilton Capital, LLCCOM1.1K shadded | 1.1K | $1.2M | added |
| Aletheian Wealth Advisors LLCCOM1K shadded | 1K | $1.2M | added |
| TITLEIST ASSET MANAGEMENT, LLCCOM1K shadded | 1K | $1.2M | added |
| Sunburst Financial Group, LLCCOM976 shadded | 976 | $1.1M | added |
| City Center Advisors, LLCCOM966 shadded | 966 | $1.1M | added |
| COLLECTIVE FAMILY OFFICE LLCCOM966 shtrimmed | 966 | $1.1M | trimmed |
| DECISION INVESTMENTS, INCCOM955 shadded | 955 | $1.1M | added |
| FC Advisory LLCCOM955 shtrimmed | 955 | $1.1M | trimmed |
| INSPIRION WEALTH ADVISORS, LLCCOM950 shtrimmed | 950 | $1.1M | trimmed |
| Delta Wealth Advisors LLCCOM935 shheld | 935 | $1.1M | held |
| Cambridge Financial Group, LLCCOM886 shheld | 886 | $1.1M | held |
| Lake Hills Wealth Management, LLCCOM914 sh— | 914 | $1.1M | — |
| RFG - Bristol Wealth Advisors, LLCCOM912 shadded | 912 | $1.1M | added |
| David J Yvars GroupCOM903 shadded | 903 | $1M | added |
| TILIA FIDUCIARY PARTNERS, INC.Stock897 shtrimmed | 897 | $1M | trimmed |
| Crumly & Associates Inc.COM882 shadded | 882 | $1M | added |
| Greenfield Savings BankCOM868 shheld | 868 | $1M | held |
| MRA Advisory GroupCOM859 shadded | 859 | $994K | added |
| Wisconsin Wealth Advisors, LLCCOM835 sh— | 835 | $966.2K | — |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM797 shadded | 797 | $922.9K | added |
| Green Ridge Wealth Planning LLCCOM789 shtrimmed | 789 | $912.9K | trimmed |
| Great Waters Wealth ManagementCOM779 shtrimmed | 779 | $901.5K | trimmed |
| Vilga Financial Planning LLCCOM764 shadded | 764 | $884K | added |
| Rosenberg Matthew HamiltonStock764 shadded | 764 | $884K | added |
| Peterson Wealth Advisors, LLCCOM758 shadded | 758 | $877.4K | added |
| Weaver Consulting GroupCOM728 shadded | 728 | $842.4K | added |
| Intelligence Driven Advisers, LLCCOM725 shadded | 725 | $838.9K | added |
| Tactive Advisors, LLCCOM719 shtrimmed | 719 | $832.3K | trimmed |
| jvl associates llcCOM674 shadded | 674 | $779.9K | added |
| Plan A Wealth LLCCOM673 shadded | 673 | $778.7K | added |
| Dupree Financial Group, LLCCOM620 shheld | 620 | $717.4K | held |
| Bank of New HampshireCOM605 shheld | 605 | $700K | held |
| General Partner, Inc.CL585 shheld | 585 | $676.9K | held |
| JUNCTURE WEALTH STRATEGIES, LLCCOM581 shtrimmed | 581 | $672.4K | trimmed |
| Byrne Asset Management LLCCOM576 shadded | 576 | $662.4K | added |
| ATWOOD & PALMER INCCOM568 shheld | 568 | $657.2K | held |
| Nautilus Advisors LLCCOM555 shadded | 555 | $641.7K | added |
| Prosperity Planning, Inc.COM535 shadded | 535 | $619.5K | added |
| HALL LAURIE J TRUSTEEEquities530 shtrimmed | 530 | $613.3K | trimmed |
| Box Hill Private Wealth LLCCOM528 shadded | 528 | $610.6K | added |
| DAVIDSON TRUST COEquities525 shtrimmed | 525 | $607.5K | trimmed |
| Asempa Wealth AdvisorsCOM516 shadded | 516 | $593.2K | added |
| Trust CoStock512 shadded | 512 | $592.4K | added |
| RHODES INVESTMENT ADVISORS INC /ADVCOM505 shheld | 505 | $584.3K | held |
| Echo45 Advisors LLCCOM497 shadded | 497 | $575.2K | added |
| LAWOOD & COCommon Stock493 shtrimmed | 493 | $570.4K | trimmed |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLCCOM482 shheld | 482 | $557.7K | held |
| Shelter Rock Management, LLCCOM460 shtrimmed | 460 | $532.3K | trimmed |
| Financial Symmetry IncCOM459 shadded | 459 | $531.1K | added |
| KFA Private Wealth Group, LLCCOM455 shadded | 455 | $527.1K | added |
| Ridgewood Investments LLCCOM455 shadded | 455 | $526.5K | added |
| Baring Financial LLCCOM453 shadded | 453 | $524.4K | added |
| LifeGoal Investments, LLCCOM441 shtrimmed | 441 | $510.3K | trimmed |
| WINEBRENNER CAPITAL MANAGEMENT LLCCOM439 shheld | 439 | $508K | held |
| Heartwood Wealth Advisors LLCStock430 shadded | 430 | $497.5K | added |
| RTD Financial Advisors, Inc.COM420 shtrimmed | 420 | $486K | trimmed |
| Adelphi Trust CoCommon Stock415 shtrimmed | 415 | $480.2K | trimmed |
| Castleview Partners, LLCCOM412 shtrimmed | 412 | $476.7K | trimmed |
| Capital Planning LLCCommon Stock412 shheld | 412 | $476.6K | held |
| Councilor Wealth, LLCCOM403 shtrimmed | 403 | $466.8K | trimmed |
| Conrad Siegel Investment Advisors, Inc.COM358 shadded | 358 | $414.2K | added |
| Whitaker-Myers Wealth Managers, LTD.COM345 sh— | 345 | $398.7K | — |
| Biltmore Wealth Management, LLCCOM342 shadded | 342 | $395.7K | added |
| Horizons Wealth ManagementStock338 shheld | 338 | $391.1K | held |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIStock336 shadded | 336 | $388.8K | added |
| Persium Advisors, LLCCOM327 shadded | 327 | $378.4K | added |
| Pacifica Partners Inc.COM328 shheld | 328 | $377.2K | held |
| MFA WEALTH ADVISORS, LLCCOM322 shtrimmed | 322 | $372.6K | trimmed |