| Farther Finance Advisors, LLCStock139.1K shadded | 139.1K | $11.5M | added |
| ROCKLAND TRUST COCOM106.9K shtrimmed | 106.9K | $8.9M | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock67.4K shtrimmed | 67.4K | $5.6M | trimmed |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIStock64.7K shadded | 64.7K | $5.4M | added |
| EASTERN BANKCOM51.2K shheld | 51.2K | $4.2M | held |
| HF Advisory Group, LLCCOM49.4K shadded | 49.4K | $4.1M | added |
| TrueWealth Advisors, LLCCOM40.5K shadded | 40.5K | $3.4M | added |
| CANANDAIGUA NATIONAL BANK & TRUST COCom35.9K shtrimmed | 35.9K | $3M | trimmed |
| Apella Capital, LLCCOM31.3K shadded | 31.3K | $2.7M | added |
| GAMMA Investing LLCCommon Stock29.1K shtrimmed | 29.1K | $2.4M | trimmed |
| Castle Rock Wealth Management, LLCCOM25.8K sh— | 25.8K | $2.2M | — |
| Venture Visionary Partners LLCCOM21.3K shadded | 21.3K | $1.8M | added |
| BENEDICT FINANCIAL ADVISORS INCCommon Stock20.7K shtrimmed | 20.7K | $1.7M | trimmed |
| Wedmont Private CapitalCOM18.8K shadded | 18.8K | $1.6M | added |
| Valeo Financial Advisors, LLCStock19.5K shtrimmed | 19.5K | $1.6M | trimmed |
| RVW Wealth, LLCCOM18.6K sh— | 18.6K | $1.5M | — |
| Allen Mooney & Barnes Investment Advisors LLCStock16.5K shtrimmed | 16.5K | $1.4M | trimmed |
| Grove Bank & TrustCOM16.3K shadded | 16.3K | $1.4M | added |
| CapWealth Advisors, LLCStock16.2K shtrimmed | 16.2K | $1.3M | trimmed |
| Bangor Savings BankCOM15.9K shtrimmed | 15.9K | $1.3M | trimmed |
| STABLEFORD CAPITAL II LLCCOM14K shadded | 14K | $1.2M | added |
| Bank & Trust CoCOM13.2K shtrimmed | 13.2K | $1.1M | trimmed |
| PARK NATIONAL CORP /OH/Com12.8K shtrimmed | 12.8K | $1.1M | trimmed |
| Legacy Wealth Asset Management, LLCCOM12.7K shadded | 12.7K | $1.1M | added |
| CoreCap Advisors, LLCStock12.3K shtrimmed | 12.3K | $1M | trimmed |
| Avidian Wealth Enterprises, LLCCOM11.1K shadded | 11.1K | $922.1K | added |
| Investment Partners Asset Management, Inc.COM10K shadded | 10K | $832.2K | added |
| Sunburst Financial Group, LLCCOM9.9K shtrimmed | 9.9K | $819K | trimmed |
| Shulman DeMeo Asset Management LLCCOM8.7K shadded | 8.7K | $726K | added |
| Davis Capital ManagementStock8.7K shtrimmed | 8.7K | $725.2K | trimmed |
| Vann Equity Management LLCCOM8.6K shadded | 8.6K | $715K | added |
| Graves Light Lenhart Wealth, Inc.COM8.5K shadded | 8.5K | $703K | added |
| Breakwater Capital GroupCOM8.4K shtrimmed | 8.4K | $696.1K | trimmed |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC.COM8.4K shtrimmed | 8.4K | $693.2K | trimmed |
| Capital Advisors Wealth Management, LLCCOM8.2K shtrimmed | 8.2K | $679.6K | trimmed |
| M.E. ALLISON & CO., INC.COM8K shheld | 8K | $662.8K | held |
| Successful Portfolios LLCCOM7.8K shtrimmed | 7.8K | $650K | trimmed |
| Dickmeyer Boyce Financial Management, Inc.COM7.7K shtrimmed | 7.7K | $636K | trimmed |
| Financial Enhancement Group LLCCOM7K shadded | 7K | $599.4K | added |
| Stokes Capital Advisors, LLCCOM7.2K shheld | 7.2K | $595.4K | held |
| DIVERSIFIED MANAGEMENT INCCOM7.1K shtrimmed | 7.1K | $592.2K | trimmed |
| DAVIDSON TRUST COEquities6.7K shtrimmed | 6.7K | $556.7K | trimmed |
| David J Yvars GroupCOM6.7K shtrimmed | 6.7K | $555.3K | trimmed |
| Sound Income Strategies, LLCCOM6.1K shadded | 6.1K | $521.3K | added |
| Mirador Capital Partners LPCOM6.3K shadded | 6.3K | $519.3K | added |
| AMERICAN NATIONAL BANK & TRUSTCOM6.2K shtrimmed | 6.2K | $509.9K | trimmed |
| Bill Few Associates, Inc.COM5.9K shadded | 5.9K | $492.4K | added |
| PFW Advisors LLCCOM5.9K shtrimmed | 5.9K | $488.1K | trimmed |
| Cooper Financial GroupCOM5.9K shtrimmed | 5.9K | $487.2K | trimmed |
| Ballew Advisors, IncCOM5.8K shadded | 5.8K | $481.4K | added |
| Gradient Investments LLCCOM5.7K shtrimmed | 5.7K | $476.2K | trimmed |
| Atlas Brown,Inc.Stock5.5K shadded | 5.5K | $457.9K | added |
| BOS Asset Management, LLCCOM5.5K shadded | 5.5K | $451.7K | added |
| CONGRESS ASSET MANAGEMENT COCOM5.4K shheld | 5.4K | $448.5K | held |
| Bath Savings Trust CoCommon Stock5.4K shadded | 5.4K | $446.4K | added |
| Investors Research CorpCOM5.3K shtrimmed | 5.3K | $442.1K | trimmed |
| ARGUS INVESTORS' COUNSEL, INC.COM5.2K shtrimmed | 5.2K | $431.8K | trimmed |
| Eastover Investment Advisors LLCCOM5.2K shheld | 5.2K | $429.8K | held |
| Trinity Financial Advisors LLCCOM4.9K shtrimmed | 4.9K | $407.8K | trimmed |
| Veracity Capital LLCCOM4.7K shadded | 4.7K | $390.4K | added |
| TITLEIST ASSET MANAGEMENT, LLCCOM4.6K shtrimmed | 4.6K | $384.5K | trimmed |
| Violich Capital Management, Inc.COM4.6K shheld | 4.6K | $383.7K | held |
| Rosenberg Matthew HamiltonStock4.6K shtrimmed | 4.6K | $378K | trimmed |
| Hummer Financial Advisory Services IncCOM4.6K shheld | 4.6K | $377.2K | held |
| Bullock Wealth Management GroupStock4.5K shadded | 4.5K | $376.1K | added |
| ARMSTRONG ADVISORY GROUP, INCCOM4.5K shtrimmed | 4.5K | $375.1K | trimmed |
| Bank of New HampshireCOM4.5K shheld | 4.5K | $373.2K | held |
| New Covenant Trust Company, N.A.COM4.4K shadded | 4.4K | $363.7K | added |
| CHAPIN DAVIS, INC.COM4.3K shadded | 4.3K | $358K | added |
| RFG - Bristol Wealth Advisors, LLCCOM3.8K shadded | 3.8K | $314.1K | added |
| Acropolis Investment Management, LLCCOM3.7K shtrimmed | 3.7K | $306.7K | trimmed |
| Byrne Asset Management LLCCOM3.5K shadded | 3.5K | $288.1K | added |
| YHB Investment Advisors, Inc.COM3.4K shadded | 3.4K | $281K | added |
| Longview Financial Advisors, Inc.Stock3.3K shtrimmed | 3.3K | $271.8K | trimmed |
| MOODY NATIONAL BANK TRUST DIVISIONCOM3.3K shheld | 3.3K | $269.6K | held |
| Biltmore Wealth Management, LLCCOM3.2K shadded | 3.2K | $267.9K | added |
| Private Capital Advisors, Inc.COM3.2K shheld | 3.2K | $265.2K | held |
| Trust CoStock3K shtrimmed | 3K | $245K | trimmed |
| Ledgewood Wealth Advisors, LLCCOM2.9K shheld | 2.9K | $239.7K | held |
| Hardin Capital Partners, LLCCOM2.8K shadded | 2.8K | $234.2K | added |
| COLTON GROOME FINANCIAL ADVISORS, LLCCOM2.7K shadded | 2.7K | $221.6K | added |
| CHICKASAW CAPITAL MANAGEMENT LLCCOM2.6K shheld | 2.6K | $215.5K | held |
| VISTA INVESTMENT PARTNERS LLCCOM2.6K shadded | 2.6K | $214.4K | added |
| Worth Asset Management, LLCStock2.6K shadded | 2.6K | $212.3K | added |
| Mallini Complete Financial Planning LLCStock2.5K shtrimmed | 2.5K | $210.7K | trimmed |
| Whalen Wealth Management Inc.COM2.5K shadded | 2.5K | $210.2K | added |
| Everhart Financial Group, Inc.COM2.5K shtrimmed | 2.5K | $203.4K | trimmed |
| ACIMA PRIVATE WEALTH, LLCStock1.5K shheld | 1.5K | $124.3K | held |
| TOTH FINANCIAL ADVISORY CORPCOM1.4K shadded | 1.4K | $118.3K | added |
| Wealth Enhancement Trust Services, Inc.COM1.3K shadded | 1.3K | $109.2K | added |
| MJT & Associates Financial Advisory Group, Inc.Stock1.2K shtrimmed | 1.2K | $101.7K | trimmed |
| Dorato Capital ManagementCOM1K shheld | 1K | $86K | held |
| Olistico Wealth, LLCStock752 shadded | 752 | $62.3K | added |
| Quintet Private Bank (Europe) S.A.COM600 shadded | 600 | $49.7K | added |
| Pacifica Partners Inc.COM580 shheld | 580 | $48.4K | held |
| TOMPKINS FINANCIAL CORPCOM555 shheld | 555 | $46K | held |
| ELEVATION WEALTH PARTNERS, LLCCOM435 shadded | 435 | $36.1K | added |
| FIRST COMMUNITY TRUST NACOM400 shheld | 400 | $33.2K | held |
| Retirement Wealth Solutions LLCCOM330 shadded | 330 | $27.3K | added |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM306 sh— | 306 | $25.4K | — |
| STEPH & COCOM140 shheld | 140 | $11.6K | held |