| Douglas Lane & Associates, LLCCOMMON830.9K shtrimmed | 830.9K | $152.9M | trimmed |
| Mn Services Vermogensbeheer B.V.COM316.3K shadded | 316.3K | $58.2M | added |
| O'Keefe Stevens Advisory, Inc.COM126.6K shadded | 126.6K | $23.3M | added |
| Farther Finance Advisors, LLCStock96.9K shadded | 96.9K | $17.8M | added |
| Venture Visionary Partners LLCCOM86.5K shadded | 86.5K | $15.9M | added |
| JACOBS & CO/CACOM86.4K shtrimmed | 86.4K | $15.9M | trimmed |
| ZEVENBERGEN CAPITAL INVESTMENTS LLCCOM78.2K shtrimmed | 78.2K | $14.4M | trimmed |
| Galvin, Gaustad & Stein, LLCCOM77.6K shadded | 77.6K | $14.3M | added |
| SPRING CAPITAL MANAGEMENT, LLCCOM57.8K shadded | 57.8K | $10.6M | added |
| NEVILLE RODIE & SHAW INCCOM54K shtrimmed | 54K | $9.9M | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock53.6K shtrimmed | 53.6K | $9.9M | trimmed |
| BENEDICT FINANCIAL ADVISORS INCCommon Stock41.6K shtrimmed | 41.6K | $7.7M | trimmed |
| Stokes Capital Advisors, LLCCOM40.1K shadded | 40.1K | $7.4M | added |
| Insight Wealth Strategies, LLCCOM35K shadded | 35K | $6.4M | added |
| VALLEY WEALTH MANAGERS, INC.Stock32.6K shadded | 32.6K | $6M | added |
| GAMMA Investing LLCCommon Stock30.6K shadded | 30.6K | $5.6M | added |
| CENTRAL BANK & TRUST COEquities27.9K shadded | 27.9K | $5.1M | added |
| Avidian Wealth Enterprises, LLCCOM27.3K shtrimmed | 27.3K | $5M | trimmed |
| DLK Investment Management, LLCCOM26.3K shadded | 26.3K | $4.8M | added |
| Green Alpha Advisors, LLCCOM24.6K shadded | 24.6K | $4.5M | added |
| CYPRESS ASSET MANAGEMENT INC/TXCOM23.8K shtrimmed | 23.8K | $4.4M | trimmed |
| Ridgewood Investments LLCCOM16.5K shadded | 16.5K | $3M | added |
| Wedmont Private CapitalCOM17.2K shadded | 17.2K | $3M | added |
| Valeo Financial Advisors, LLCStock15.9K shtrimmed | 15.9K | $2.9M | trimmed |
| LAWOOD & COCommon Stock14.9K shtrimmed | 14.9K | $2.7M | trimmed |
| MOODY NATIONAL BANK TRUST DIVISIONCOM14.4K shadded | 14.4K | $2.7M | added |
| Bell Asset Management LtdCOM14.1K sh— | 14.1K | $2.6M | — |
| Shulman DeMeo Asset Management LLCCOM12.5K shtrimmed | 12.5K | $2.3M | trimmed |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM12.1K shadded | 12.1K | $2.2M | added |
| Legacy Private Trust Co.COM11.2K shheld | 11.2K | $2.1M | held |
| Bangor Savings BankCOM10.5K shadded | 10.5K | $1.9M | added |
| Castle Rock Wealth Management, LLCCOM10.5K shtrimmed | 10.5K | $1.9M | trimmed |
| Apella Capital, LLCCOM9.4K shadded | 9.4K | $1.7M | added |
| CANANDAIGUA NATIONAL BANK & TRUST COCom8.3K shtrimmed | 8.3K | $1.5M | trimmed |
| Strong Retirement Solutions LLCCOM8.2K sh— | 8.2K | $1.5M | — |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLCCOM8.2K shheld | 8.2K | $1.5M | held |
| Nautilus Advisors LLCCOM7.7K shtrimmed | 7.7K | $1.4M | trimmed |
| Veracity Capital LLCCOM7.7K shadded | 7.7K | $1.4M | added |
| Davis Capital ManagementStock7.4K shtrimmed | 7.4K | $1.4M | trimmed |
| Mirador Capital Partners LPCOM7.4K shtrimmed | 7.4K | $1.4M | trimmed |
| PARK NATIONAL CORP /OH/Com7.1K shtrimmed | 7.1K | $1.3M | trimmed |
| Capital Advisors Wealth Management, LLCCOM6.9K shtrimmed | 6.9K | $1.3M | trimmed |
| Balefire, LLCCOM6.8K shtrimmed | 6.8K | $1.3M | trimmed |
| Hummer Financial Advisory Services IncCOM6.4K shheld | 6.4K | $1.2M | held |
| Investment Partners Asset Management, Inc.COM6.1K shadded | 6.1K | $1.1M | added |
| Everhart Financial Group, Inc.COM6.1K shadded | 6.1K | $1.1M | added |
| Acropolis Investment Management, LLCCOM6.1K shtrimmed | 6.1K | $1.1M | trimmed |
| CoreCap Advisors, LLCStock5.9K shtrimmed | 5.9K | $1.1M | trimmed |
| MAGNOLIA CAPITAL MANAGEMENT LTDCOM5.9K shheld | 5.9K | $1.1M | held |
| Wealth Enhancement Trust Services, Inc.COM5.8K shtrimmed | 5.8K | $1.1M | trimmed |
| Breakwater Capital GroupCOM5.7K shtrimmed | 5.7K | $1.1M | trimmed |
| McNaughton Wealth Management, LLCCOM5.6K shadded | 5.6K | $1M | added |
| Dickmeyer Boyce Financial Management, Inc.COM5.4K shadded | 5.4K | $1M | added |
| Byrne Asset Management LLCCOM5.4K shtrimmed | 5.4K | $990.4K | trimmed |
| DAVIDSON TRUST COEquities5.3K shtrimmed | 5.3K | $984.1K | trimmed |
| ATWOOD & PALMER INCCOM4.9K shtrimmed | 4.9K | $895K | trimmed |
| Legacy Wealth Asset Management, LLCCOM4.7K shadded | 4.7K | $871.3K | added |
| Cambridge Financial Group, LLCCOM4.6K shheld | 4.6K | $858.5K | held |
| HALL LAURIE J TRUSTEEEquities4.4K shheld | 4.4K | $818.1K | held |
| Crumly & Associates Inc.COM4.3K shadded | 4.3K | $783.3K | added |
| Grove Bank & TrustCOM4.2K shtrimmed | 4.2K | $773.5K | trimmed |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM4.2K shadded | 4.2K | $767.3K | added |
| Bank of New HampshireCOM4K shheld | 4K | $744.4K | held |
| EASTERN BANKCOM4K shtrimmed | 4K | $730.1K | trimmed |
| AMERICAN NATIONAL BANK & TRUSTCOM3.5K shtrimmed | 3.5K | $643.6K | trimmed |
| Plan A Wealth LLCCOM3.4K shadded | 3.4K | $630.8K | added |
| Atlas Brown,Inc.Stock3.4K shadded | 3.4K | $620.9K | added |
| Greenfield Savings BankCOM3.2K shadded | 3.2K | $596.1K | added |
| Sunburst Financial Group, LLCCOM3.2K shadded | 3.2K | $594.6K | added |
| Cooper Financial GroupCOM3.2K shtrimmed | 3.2K | $594.5K | trimmed |
| Gradient Investments LLCCOM2.9K shadded | 2.9K | $539.9K | added |
| HF Advisory Group, LLCCOM2.9K shtrimmed | 2.9K | $534.4K | trimmed |
| FIRST COMMUNITY TRUST NACOM2.8K shheld | 2.8K | $506.1K | held |
| MFA WEALTH ADVISORS, LLCCOM2.7K shadded | 2.7K | $500.2K | added |
| AVAII WEALTH MANAGEMENT, LLCCOM2.6K sh— | 2.6K | $486.3K | — |
| Whalen Wealth Management Inc.COM2.6K shadded | 2.6K | $470K | added |
| SACKS & ASSOCIATES, LLCCOM2.5K shheld | 2.5K | $466.4K | held |
| Gainplan LLCCOM2.5K sh— | 2.5K | $466K | — |
| SAPIENT CAPITAL LLCCOM2.5K shtrimmed | 2.5K | $457.5K | trimmed |
| General Partner, Inc.CL2.5K shheld | 2.5K | $450.9K | held |
| TOMPKINS FINANCIAL CORPCOM2.4K shheld | 2.4K | $436.5K | held |
| FINANCIAL MANAGEMENT NETWORK INCCOM2.3K shtrimmed | 2.3K | $417.8K | trimmed |
| VISTA INVESTMENT PARTNERS LLCCOM2.2K shtrimmed | 2.2K | $404.4K | trimmed |
| CYPRESS FINANCIAL PLANNING LLCCOM2.2K shadded | 2.2K | $403.5K | added |
| M.E. ALLISON & CO., INC.COM2.2K shadded | 2.2K | $402.9K | added |
| DIVERSIFIED MANAGEMENT INCCOM2.1K shtrimmed | 2.1K | $395.4K | trimmed |
| Post Resch Tallon Group Inc.COM2.1K shadded | 2.1K | $393.3K | added |
| Rosenberg Matthew HamiltonStock2.1K shadded | 2.1K | $377.4K | added |
| Quintet Private Bank (Europe) S.A.COM2K shtrimmed | 2K | $368.6K | trimmed |
| Green Ridge Wealth Planning LLCCOM2K shtrimmed | 2K | $367.3K | trimmed |
| Bullock Wealth Management GroupStock2K shtrimmed | 2K | $366.4K | trimmed |
| First Heartland Consultants, Inc.COM2K shadded | 2K | $360.4K | added |
| YHB Investment Advisors, Inc.COM1.9K shtrimmed | 1.9K | $356.1K | trimmed |
| Kearns & Associates LLCCOM1.9K shheld | 1.9K | $350.6K | held |
| Kaizen Financial StrategiesCOM1.9K shtrimmed | 1.9K | $348.2K | trimmed |
| Intelligence Driven Advisers, LLCCOM1.8K shtrimmed | 1.8K | $339K | trimmed |
| GILPIN WEALTH MANAGEMENT, LLCCOM1.8K shadded | 1.8K | $328.9K | added |
| Emergent Wealth Advisors, LLCCOM1.8K shheld | 1.8K | $328.1K | held |
| Dakota Community Bank & Trust NACOM1.8K shheld | 1.8K | $326.1K | held |
| DECISION INVESTMENTS, INCCOM1.8K shheld | 1.8K | $325.6K | held |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM1.7K shtrimmed | 1.7K | $318.5K | trimmed |
| ARMSTRONG ADVISORY GROUP, INCCOM1.7K shtrimmed | 1.7K | $318.2K | trimmed |
| Horrell Capital Management, Inc.COM1.7K shheld | 1.7K | $315.6K | held |
| TOTH FINANCIAL ADVISORY CORPCOM1.7K shtrimmed | 1.7K | $304.4K | trimmed |
| TITLEIST ASSET MANAGEMENT, LLCCOM1.6K shtrimmed | 1.6K | $303.6K | trimmed |
| Investors Research CorpCOM1.6K shheld | 1.6K | $303.1K | held |
| Iowa State BankCom1.6K shtrimmed | 1.6K | $300.9K | trimmed |
| Adelphi Trust CoCommon Stock1.6K shadded | 1.6K | $297.2K | added |
| Vann Equity Management LLCCOM1.6K shadded | 1.6K | $296.3K | added |
| New Covenant Trust Company, N.A.COM1.5K shadded | 1.5K | $272.9K | added |
| MRA Advisory GroupCOM1.5K sh— | 1.5K | $267.7K | — |
| ROCKLAND TRUST COCOM1.4K shadded | 1.4K | $261.3K | added |
| BOS Asset Management, LLCCOM1.4K shheld | 1.4K | $260.2K | held |
| RIVERSEDGE ADVISORS, LLCCOM1.4K shtrimmed | 1.4K | $252K | trimmed |
| Bill Few Associates, Inc.COM1.3K shadded | 1.3K | $239.3K | added |
| Exchange BankCOMMON STOCK1.2K shheld | 1.2K | $227.3K | held |
| Prota Financial, LLCCOM1.2K shtrimmed | 1.2K | $224.3K | trimmed |
| Paragon Capital Management LtdCOM1.2K shadded | 1.2K | $222.5K | added |
| Apeiron RIA LLCCOM1.2K shtrimmed | 1.2K | $222.1K | trimmed |
| Bank & Trust CoCOM1.2K shheld | 1.2K | $221K | held |
| Dorato Capital ManagementCOM1.2K shheld | 1.2K | $219.1K | held |
| ECLECTIC ASSOCIATES INC /ADVCOM1.2K sh— | 1.2K | $218.6K | — |
| Lincoln Capital LLCCOM1.2K shadded | 1.2K | $217.2K | added |
| Hamilton Capital, LLCCOM1.2K shadded | 1.2K | $213.9K | added |
| Successful Portfolios LLCCOM1.2K shtrimmed | 1.2K | $212.8K | trimmed |
| RFG - Bristol Wealth Advisors, LLCCOM1.2K shadded | 1.2K | $212K | added |
| Veery Capital, LLCCOM1.1K sh— | 1.1K | $206.7K | — |
| GK Wealth Management LLCCOM1.1K shtrimmed | 1.1K | $201.8K | trimmed |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM878 sh— | 878 | $161.6K | — |
| ELEVATION WEALTH PARTNERS, LLCCOM504 shadded | 504 | $92.8K | added |
| Retirement Wealth Solutions LLCCOM334 shadded | 334 | $61.5K | added |
| Central Pacific Bank - Trust DivisionCOM279 shtrimmed | 279 | $51.3K | trimmed |
| Aventus Investment Advisors, Inc.Stock63 shheld | 63 | $11.6K | held |
| Marquette Asset Management, LLCCOM43 shheld | 43 | $7.9K | held |
| MJT & Associates Financial Advisory Group, Inc.Stock35 shheld | 35 | $6.4K | held |