| Oak Grove Capital LLCCOM358.4K shadded | 358.4K | $381.8M | added |
| Mn Services Vermogensbeheer B.V.COM332.2K shadded | 332.2K | $353.9M | added |
| Oak Grove Capital LLCCOM230.4K shtrimmed | 230.4K | $245.4M | trimmed |
| PKO BP BANKOWY Universal Pension Society JSCCOM145K shheld | 145K | $154.4M | held |
| ZEVENBERGEN CAPITAL INVESTMENTS LLCCOM144.5K shtrimmed | 144.5K | $153.9M | trimmed |
| CONGRESS ASSET MANAGEMENT COCOM118.5K shadded | 118.5K | $126.2M | added |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM100.2K shadded | 100.2K | $106.7M | added |
| Farther Finance Advisors, LLCStock63K shadded | 63K | $67.1M | added |
| SAPIENT CAPITAL LLCCOM63K shtrimmed | 63K | $67.1M | trimmed |
| EASTERN BANKCOM39.9K shadded | 39.9K | $42.5M | added |
| GAMMA Investing LLCCommon Stock36.8K shadded | 36.8K | $39.2M | added |
| Quintet Private Bank (Europe) S.A.COM30.9K shadded | 30.9K | $32.9M | added |
| Overbrook Management CorpCOM24.7K shadded | 24.7K | $26.3M | added |
| PARK NATIONAL CORP /OH/Com22.6K shadded | 22.6K | $24.1M | added |
| Wedmont Private CapitalCOM20.4K shadded | 20.4K | $21.1M | added |
| CHAPIN DAVIS, INC.COM18K shadded | 18K | $19.2M | added |
| CoreCap Advisors, LLCStock12.4K shtrimmed | 12.4K | $13.3M | trimmed |
| Norman Fields, Gottscho Capital Management, LLCCOM12K shtrimmed | 12K | $12.8M | trimmed |
| Valeo Financial Advisors, LLCStock11.9K shadded | 11.9K | $12.6M | added |
| Everhart Financial Group, Inc.COM11.5K shadded | 11.5K | $12.3M | added |
| Werlinich Asset Management, LLCCOM10.6K shtrimmed | 10.6K | $11.3M | trimmed |
| Avidian Wealth Enterprises, LLCCOM9.6K shadded | 9.6K | $10.2M | added |
| BURR FINANCIAL SERVICES, LLCCOM9.4K shtrimmed | 9.4K | $10M | trimmed |
| DIVERSIFIED MANAGEMENT INCCOM9K shadded | 9K | $9.5M | added |
| Cooper Financial GroupCOM8.4K shadded | 8.4K | $9M | added |
| Grove Bank & TrustCOM7.9K shadded | 7.9K | $8.4M | added |
| MOODY NATIONAL BANK TRUST DIVISIONCOM7.6K shtrimmed | 7.6K | $8.1M | trimmed |
| Galvin, Gaustad & Stein, LLCCOM7.3K shadded | 7.3K | $7.7M | added |
| Private Capital Advisors, Inc.COM6.7K shadded | 6.7K | $7.2M | added |
| Douglas Lane & Associates, LLCCOMMON6.2K shadded | 6.2K | $6.6M | added |
| Monument Capital ManagementCOM6.2K shadded | 6.2K | $6.6M | added |
| Iowa State BankCom6K shadded | 6K | $6.4M | added |
| Legacy Wealth Asset Management, LLCCOM6K shtrimmed | 6K | $6.4M | trimmed |
| Balefire, LLCCOM6K shtrimmed | 6K | $6.4M | trimmed |
| TOTH FINANCIAL ADVISORY CORPCOM5.9K shtrimmed | 5.9K | $6.2M | trimmed |
| Green Alpha Advisors, LLCCOM5.8K shtrimmed | 5.8K | $6.2M | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock5.7K shadded | 5.7K | $6.1M | added |
| Wealth Enhancement Trust Services, Inc.COM5.4K shadded | 5.4K | $5.8M | added |
| Dupree Financial Group, LLCCOM5.3K shadded | 5.3K | $5.7M | added |
| Venture Visionary Partners LLCCOM5K shadded | 5K | $5.4M | added |
| AVAII WEALTH MANAGEMENT, LLCCOM4.9K shadded | 4.9K | $5.3M | added |
| Central Pacific Bank - Trust DivisionCOM5K shadded | 5K | $5.3M | added |
| Successful Portfolios LLCCOM4.9K shheld | 4.9K | $5.2M | held |
| Bank of New HampshireCOM4.9K shtrimmed | 4.9K | $5.2M | trimmed |
| Gradient Investments LLCCOM4.8K sh— | 4.8K | $5.2M | — |
| Artemis Investment Management LLPCOM4.6K shtrimmed | 4.6K | $4.9M | trimmed |
| GK Wealth Management LLCCOM4.6K shtrimmed | 4.6K | $4.9M | trimmed |
| HWG Holdings LPCOM4.5K sh— | 4.5K | $4.8M | — |
| MFA WEALTH ADVISORS, LLCCOM4.4K shadded | 4.4K | $4.7M | added |
| Acropolis Investment Management, LLCCOM4.4K shtrimmed | 4.4K | $4.7M | trimmed |
| Castle Rock Wealth Management, LLCCOM4.4K shtrimmed | 4.4K | $4.6M | trimmed |
| Integrated Financial Solutions, Inc.COM3.6K shadded | 3.6K | $3.8M | added |
| Veracity Capital LLCCOM3.6K shtrimmed | 3.6K | $3.8M | trimmed |
| Apella Capital, LLCCOM3.4K shadded | 3.4K | $3.7M | added |
| CYPRESS ASSET MANAGEMENT INC/TXCOM3.5K shadded | 3.5K | $3.7M | added |
| BOS Asset Management, LLCCOM3.4K shtrimmed | 3.4K | $3.6M | trimmed |
| Great Waters Wealth ManagementCOM3.3K shadded | 3.3K | $3.5M | added |
| Cadent Capital Advisors, LLCCOM3.3K shadded | 3.3K | $3.5M | added |
| Sound Income Strategies, LLCCOM3.4K shadded | 3.4K | $3.5M | added |
| Capital Advisors Wealth Management, LLCCOM3.2K shadded | 3.2K | $3.4M | added |
| Vann Equity Management LLCCOM3.1K shadded | 3.1K | $3.3M | added |
| Retireful, LLCCOM3K shadded | 3K | $3.2M | added |
| FIRST COMMUNITY TRUST NACOM2.9K shadded | 2.9K | $3M | added |
| Whalen Wealth Management Inc.COM2.7K shadded | 2.7K | $2.9M | added |
| Gallagher Capital Advisors, LLCCOM3.9K sh— | 3.9K | $2.8M | — |
| RIVERSEDGE ADVISORS, LLCCOM2.7K shadded | 2.7K | $2.8M | added |
| Byrne Asset Management LLCCOM2.3K shadded | 2.3K | $2.6M | added |
| Worth Asset Management, LLCStock2.4K shtrimmed | 2.4K | $2.5M | trimmed |
| TITLEIST ASSET MANAGEMENT, LLCCOM2.3K shtrimmed | 2.3K | $2.5M | trimmed |
| Tactive Advisors, LLCCOM2.3K shtrimmed | 2.3K | $2.4M | trimmed |
| CENTRAL BANK & TRUST COEquities2.2K shtrimmed | 2.2K | $2.4M | trimmed |
| CenterStar Asset Management, LLCCOM2.2K shtrimmed | 2.2K | $2.3M | trimmed |
| Trust CoStock2.2K shadded | 2.2K | $2.3M | added |
| Intelligence Driven Advisers, LLCCOM2.1K shtrimmed | 2.1K | $2.2M | trimmed |
| Investment Partners Asset Management, Inc.COM2.1K shtrimmed | 2.1K | $2.2M | trimmed |
| Paladin Partners, LLCStock2.1K sh— | 2.1K | $2.2M | — |
| MFG WEALTH MANAGEMENT, INC.COM2K sh— | 2K | $2.1M | — |
| Williams & Novak Wealth Management, LLCCOM1.9K shadded | 1.9K | $2M | added |
| Legacy Private Trust Co.COM1.9K shadded | 1.9K | $2M | added |
| ARMSTRONG HENRY H ASSOCIATES INCCOM1.8K shheld | 1.8K | $1.9M | held |
| Westwind CapitalStock1.8K shtrimmed | 1.8K | $1.9M | trimmed |
| Vilga Financial Planning LLCCOM1.8K shtrimmed | 1.8K | $1.9M | trimmed |
| Brown Shipley& Co LtdCOM1.8K sh— | 1.8K | $1.9M | — |
| ARMSTRONG ADVISORY GROUP, INCCOM1.7K shadded | 1.7K | $1.8M | added |
| Breakwater Capital GroupCOM1.6K shadded | 1.6K | $1.7M | added |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM1.5K shadded | 1.5K | $1.6M | added |
| Dominguez Wealth Management Solutions, Inc.COM1.5K shheld | 1.5K | $1.6M | held |
| First Heartland Consultants, Inc.COM1.5K shadded | 1.5K | $1.6M | added |
| M.E. ALLISON & CO., INC.COM1.4K shadded | 1.4K | $1.5M | added |
| Hamilton Capital, LLCCOM1.4K shadded | 1.4K | $1.5M | added |
| Mirador Capital Partners LPCOM1.3K shtrimmed | 1.3K | $1.4M | trimmed |
| New Covenant Trust Company, N.A.COM1.3K shadded | 1.3K | $1.4M | added |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM1.3K shadded | 1.3K | $1.4M | added |
| LifeGoal Investments, LLCCOM1.3K shtrimmed | 1.3K | $1.4M | trimmed |
| Roan Capital PartnersCOM1.3K shadded | 1.3K | $1.4M | added |
| Rosenberg Matthew HamiltonStock1.3K shadded | 1.3K | $1.3M | added |
| COLLECTIVE FAMILY OFFICE LLCCOM1.2K shtrimmed | 1.2K | $1.2M | trimmed |
| Box Hill Private Wealth LLCCOM1.1K shtrimmed | 1.1K | $1.2M | trimmed |
| TrueWealth Advisors, LLCCOM1.1K shtrimmed | 1.1K | $1.2M | trimmed |
| JUNCTURE WEALTH STRATEGIES, LLCCOM1.1K shtrimmed | 1.1K | $1.1M | trimmed |
| CapWealth Advisors, LLCStock1.1K shadded | 1.1K | $1.1M | added |
| Weaver Consulting GroupCOM994 shadded | 994 | $1.1M | added |
| Crumly & Associates Inc.COM957 shadded | 957 | $1M | added |
| Lake Hills Wealth Management, LLCCOM925 shadded | 925 | $985.2K | added |
| Wealth Science Advisors LLCCOM924 shtrimmed | 924 | $984.2K | trimmed |
| Aletheian Wealth Advisors LLCCOM914 shadded | 914 | $973.5K | added |
| EPIQ PARTNERS, LLCCOM878 shheld | 878 | $935.2K | held |
| DLK Investment Management, LLCCOM867 shadded | 867 | $922.9K | added |
| YHB Investment Advisors, Inc.COM859 shtrimmed | 859 | $914.9K | trimmed |
| NEVILLE RODIE & SHAW INCCOM840 shheld | 840 | $894K | held |
| Matrix Trust CoCOM816 shtrimmed | 816 | $869K | trimmed |
| Elm3 Financial Group, LLCCOM796 sh— | 796 | $847.8K | — |
| TILIA FIDUCIARY PARTNERS, INC.Stock741 shadded | 741 | $789.2K | added |
| David J Yvars GroupCOM740 shheld | 740 | $788.2K | held |
| Meadowbrook Wealth Management, LLCLarge US Bl Eq730 shadded | 730 | $777.5K | added |
| jvl associates llcCOM718 shadded | 718 | $764.8K | added |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLCCOM690 shadded | 690 | $734.9K | added |
| Barden Capital Management, Inc.COM650 shadded | 650 | $692.3K | added |
| Sunburst Financial Group, LLCCOM617 shadded | 617 | $657.5K | added |
| Adelphi Trust CoCommon Stock578 shadded | 578 | $615.6K | added |
| Castleview Partners, LLCCOM561 shadded | 561 | $597.5K | added |
| Bill Few Associates, Inc.COM525 shadded | 525 | $559.3K | added |
| Gainplan LLCCOM518 sh— | 518 | $551.7K | — |
| McAlister, Sweet & Associates, Inc.COM510 shtrimmed | 510 | $543.2K | trimmed |
| Veery Capital, LLCCOM508 shtrimmed | 508 | $541.1K | trimmed |
| Boston Standard Wealth Management, LLCCOM500 shtrimmed | 500 | $532.6K | trimmed |
| Atlas Brown,Inc.Stock488 shadded | 488 | $520.3K | added |
| MRA Advisory GroupCOM473 sh— | 473 | $504.2K | — |
| Exchange BankCOMMON STOCK473 shtrimmed | 473 | $503.8K | trimmed |
| Post Resch Tallon Group Inc.COM472 shadded | 472 | $502.7K | added |
| FINANCIAL MANAGEMENT NETWORK INCCOM466 sh— | 466 | $500.4K | — |
| Sherry Group, Inc.COM469 shadded | 469 | $499.5K | added |
| Conrad Siegel Investment Advisors, Inc.COM464 shadded | 464 | $494.2K | added |
| DECISION INVESTMENTS, INCCOM462 shtrimmed | 462 | $492.1K | trimmed |
| ELEVATION WEALTH PARTNERS, LLCCOM420 shadded | 420 | $447.3K | added |
| Roth Financial Partners LLCCOM420 sh— | 420 | $447.3K | — |
| Dale Q Rice Investment Management LtdCOM419 shtrimmed | 419 | $446.3K | trimmed |
| Baring Financial LLCCOM408 shtrimmed | 408 | $435.1K | trimmed |
| BENEDICT FINANCIAL ADVISORS INCCommon Stock378 shheld | 378 | $402.6K | held |
| Green Ridge Wealth Planning LLCCOM375 sh— | 375 | $399.4K | — |
| AMERICAN NATIONAL BANK & TRUSTCOM358 shadded | 358 | $381.3K | added |
| Echo45 Advisors LLCCOM355 shadded | 355 | $378.5K | added |
| RHODES INVESTMENT ADVISORS INC /ADVCOM350 shtrimmed | 350 | $372.8K | trimmed |
| SPRING CAPITAL MANAGEMENT, LLCCOM340 shheld | 340 | $362.1K | held |
| Buska Wealth Management, LLCCOM335 shadded | 335 | $357.1K | added |
| Kure Advisory, LLCCOM327 shadded | 327 | $348.3K | added |
| KFA Private Wealth Group, LLCCOM322 shadded | 322 | $343.6K | added |
| ROCKLAND TRUST COCOM322 shadded | 322 | $343K | added |
| Greenfield Savings BankCOM315 sh— | 315 | $335.5K | — |
| S.E.E.D. Planning Group LLCCOM306 sh— | 306 | $325.5K | — |
| Nautilus Advisors LLCCOM305 shtrimmed | 305 | $324.9K | trimmed |
| Avidian Wealth Enterprises, LLCCOM300 shtrimmed | 300 | $319.5K | trimmed |
| Wealth Group Ltdcom291 shadded | 291 | $312.9K | added |
| PUFF WEALTH MANAGEMENT, LLCCOM288 shtrimmed | 288 | $306.5K | trimmed |
| Shira Ridge Wealth ManagementCOM286 shadded | 286 | $304.6K | added |
| BOYUM WEALTH ARCHITECTS LLCCOM268 shheld | 268 | $288.1K | held |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLCCOM270 shadded | 270 | $287.6K | added |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM265 sh— | 265 | $282.3K | — |
| OxenFree Capital LLCCOM258 shheld | 258 | $269.8K | held |
| PFW Advisors LLCCOM251 shadded | 251 | $267.3K | added |
| CANANDAIGUA NATIONAL BANK & TRUST COCom247 sh— | 247 | $263.1K | — |
| Dakota Community Bank & Trust NACOM240 shadded | 240 | $255.6K | added |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC.COM237 shadded | 237 | $252.4K | added |
| Bath Savings Trust CoCommon Stock232 shheld | 232 | $247.1K | held |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLCCOM228 shtrimmed | 228 | $243.2K | trimmed |
| INSPIRION WEALTH ADVISORS, LLCCOM222 shtrimmed | 222 | $236.4K | trimmed |
| LEGACY SOLUTIONS, LLCCOM221 shadded | 221 | $235.4K | added |
| FSA Investment Group, LLCCOM214 sh— | 214 | $227.9K | — |
| WoodTrust Financial CorpCOMMON212 shheld | 212 | $226K | held |
| Financial Enhancement Group LLCCOM204 sh— | 204 | $222K | — |
| Apella Capital, LLCCOM200 shtrimmed | 200 | $217.6K | trimmed |
| General Partner, Inc.CL202 shheld | 202 | $215.2K | held |
| O'Keefe Stevens Advisory, Inc.COM200 shheld | 200 | $213K | held |
| Venture Visionary Partners LLCCOM200 shtrimmed | 200 | $213K | trimmed |
| VALLEY WEALTH MANAGERS, INC.Stock195 shheld | 195 | $207.7K | held |
| Olistico Wealth, LLCStock172 shadded | 172 | $183.2K | added |
| Bullock Wealth Management GroupStock157 shtrimmed | 157 | $172.6K | trimmed |
| Retirement Wealth Solutions LLCCOM147 shadded | 147 | $156.6K | added |
| Investors Research CorpCOM141 shadded | 141 | $150.2K | added |
| Marquette Asset Management, LLCCOM135 shheld | 135 | $143.8K | held |
| ATWOOD & PALMER INCCOM125 sh— | 125 | $133.1K | — |
| Davis Capital ManagementStock123 shadded | 123 | $131K | added |
| TOMPKINS FINANCIAL CORPCOM102 shheld | 102 | $108.6K | held |
| Pacifica Partners Inc.COM83 shheld | 83 | $91.1K | held |
| GILPIN WEALTH MANAGEMENT, LLCCOM75 shadded | 75 | $79.9K | added |
| GLYNN CAPITAL MANAGEMENT LLCCOM44 shtrimmed | 44 | $46.9K | trimmed |
| STEPH & COCOM29 sh— | 29 | $30.9K | — |
| Aventus Investment Advisors, Inc.Stock28 sh— | 28 | $29.8K | — |