| Farther Finance Advisors, LLCStock9.3K shadded | 9.3K | $16.2M | added |
| CHAPIN DAVIS, INC.COM8.7K shtrimmed | 8.7K | $15.1M | trimmed |
| CenterStar Asset Management, LLCCOM6.7K shadded | 6.7K | $11.7M | added |
| GLYNN CAPITAL MANAGEMENT LLCCOM6.3K shadded | 6.3K | $10.9M | added |
| GAMMA Investing LLCCommon Stock5.8K shadded | 5.8K | $10.1M | added |
| Artemis Investment Management LLPCOM4.4K shtrimmed | 4.4K | $7.6M | trimmed |
| CenterStar Asset Management, LLCCOM4.2K shadded | 4.2K | $7.3M | added |
| Wealth Enhancement Trust Services, Inc.COM3.2K sh— | 3.2K | $5.6M | — |
| CoreCap Advisors, LLCStock3K shadded | 3K | $5.3M | added |
| Cadent Capital Advisors, LLCCOM2.9K shadded | 2.9K | $5.1M | added |
| Wedmont Private CapitalCOM3.1K shadded | 3.1K | $5M | added |
| Everhart Financial Group, Inc.COM2.3K shtrimmed | 2.3K | $4M | trimmed |
| DECISION INVESTMENTS, INCCOM1.8K shtrimmed | 1.8K | $3.2M | trimmed |
| HWG Holdings LPCOM1.7K sh— | 1.7K | $2.9M | — |
| Valeo Financial Advisors, LLCStock1.4K shadded | 1.4K | $2.4M | added |
| Legacy Wealth Asset Management, LLCCOM1.3K shadded | 1.3K | $2.3M | added |
| Retireful, LLCCOM1.3K shadded | 1.3K | $2.3M | added |
| Kaizen Financial StrategiesCOM1.2K shtrimmed | 1.2K | $2.1M | trimmed |
| Avidian Wealth Enterprises, LLCCOM1.2K shadded | 1.2K | $2M | added |
| Apella Capital, LLCCOM1.2K sh— | 1.2K | $2M | — |
| Westwind CapitalStock1K shadded | 1K | $1.8M | added |
| DECISION INVESTMENTS, INCCOM1K shtrimmed | 1K | $1.7M | trimmed |
| Sound Income Strategies, LLCCOM848 shadded | 848 | $1.4M | added |
| Venture Visionary Partners LLCCOM752 shadded | 752 | $1.3M | added |
| Vann Equity Management LLCCOM722 shtrimmed | 722 | $1.3M | trimmed |
| Central Pacific Bank - Trust DivisionCOM711 shadded | 711 | $1.2M | added |
| Oak Grove Capital LLCCOM700 sh— | 700 | $1.2M | — |
| Elm3 Financial Group, LLCCOM688 shadded | 688 | $1.2M | added |
| JUNCTURE WEALTH STRATEGIES, LLCCOM641 shadded | 641 | $1.1M | added |
| Integrated Financial Solutions, Inc.COM621 sh— | 621 | $1.1M | — |
| REX Advisers, LLCCOM600 shtrimmed | 600 | $1M | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock580 shtrimmed | 580 | $1M | trimmed |
| Whalen Wealth Management Inc.COM531 shadded | 531 | $923.9K | added |
| Capital Advisors Wealth Management, LLCCOM500 shtrimmed | 500 | $869.9K | trimmed |
| TITLEIST ASSET MANAGEMENT, LLCCOM477 sh— | 477 | $829.9K | — |
| Castle Rock Wealth Management, LLCCOM472 shadded | 472 | $783.5K | added |
| Lake Hills Wealth Management, LLCCOM438 shadded | 438 | $762.1K | added |
| Intelligence Driven Advisers, LLCCOM432 shheld | 432 | $751.6K | held |
| Successful Portfolios LLCCOM366 shheld | 366 | $629.5K | held |
| GK Wealth Management LLCCOM355 shadded | 355 | $618.6K | added |
| Friday FinancialCOM339 shadded | 339 | $606K | added |
| Arbor Wealth Advisors LLCCOM330 shtrimmed | 330 | $574.2K | trimmed |
| Cooper Financial GroupCOM317 shtrimmed | 317 | $552.4K | trimmed |
| Sprinkle Financial Consultants LLCCOM300 shheld | 300 | $522K | held |
| Bullock Wealth Management GroupStock289 sh— | 289 | $516.6K | — |
| RIVERSEDGE ADVISORS, LLCCOM289 shtrimmed | 289 | $502.8K | trimmed |
| PFW Advisors LLCCOM262 shadded | 262 | $455.9K | added |
| Emergent Wealth Advisors, LLCCOM253 shtrimmed | 253 | $440.2K | trimmed |
| CenterStar Asset Management, LLCCOM242 shtrimmed | 242 | $422.1K | trimmed |
| LifeGoal Investments, LLCCOM242 shadded | 242 | $421.1K | added |
| MOODY NATIONAL BANK TRUST DIVISIONCOM217 shtrimmed | 217 | $377.6K | trimmed |
| RFG - Bristol Wealth Advisors, LLCCOM204 shheld | 204 | $354.9K | held |
| Balefire, LLCCOM201 shadded | 201 | $349.7K | added |
| EPIQ PARTNERS, LLCCOM200 shheld | 200 | $348K | held |
| Acropolis Investment Management, LLCCOM193 shadded | 193 | $335.8K | added |
| Quintet Private Bank (Europe) S.A.COM181 shheld | 181 | $314.9K | held |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM173 shadded | 173 | $301K | added |
| Tactive Advisors, LLCCOM160 sh— | 160 | $278.4K | — |
| Veracity Capital LLCCOM147 shadded | 147 | $255.8K | added |
| EASTERN BANKCOM71 shtrimmed | 71 | $123.5K | trimmed |
| VALLEY WEALTH MANAGERS, INC.Stock40 shheld | 40 | $69.6K | held |
| Grove Bank & TrustCOM36 shtrimmed | 36 | $62.6K | trimmed |
| Bank of New HampshireCOM34 shheld | 34 | $59.2K | held |
| ELEVATION WEALTH PARTNERS, LLCCOM30 shheld | 30 | $52.2K | held |
| Davis Capital ManagementStock22 shheld | 22 | $38.3K | held |
| TOMPKINS FINANCIAL CORPCOM18 shtrimmed | 18 | $31.3K | trimmed |
| Marquette Asset Management, LLCCOM17 shheld | 17 | $29.6K | held |
| ARMSTRONG ADVISORY GROUP, INCCOM13 shadded | 13 | $22.6K | added |
| TOTH FINANCIAL ADVISORY CORPCOM12 shadded | 12 | $20.9K | added |
| Investors Research CorpCOM12 sh— | 12 | $20.9K | — |
| Retirement Wealth Solutions LLCCOM7 shadded | 7 | $12.2K | added |
| Bangor Savings BankCOM7 shheld | 7 | $12.2K | held |
| GILPIN WEALTH MANAGEMENT, LLCCOM2 sh— | 2 | $3.5K | — |
| Trust CoStock1 shheld | 1 | $1.7K | held |