| Two Seas Capital LPTR UNIT1.5M shtrimmed | 1.5M | $1.1B | trimmed |
| Valeo Financial Advisors, LLCETF894.6K shtrimmed | 894.6K | $682.2M | trimmed |
| Shulman DeMeo Asset Management LLCTR UNIT365.4K shtrimmed | 365.4K | $283.1M | trimmed |
| Pacific Wealth ManagementTR UNIT175.3K shadded | 175.3K | $133.7M | added |
| TLWMTR UNIT166.1K shtrimmed | 166.1K | $126.7M | trimmed |
| EASTERN BANKTR UNIT153.8K shtrimmed | 153.8K | $117.3M | trimmed |
| Gainplan LLCTR UNIT150.6K shadded | 150.6K | $114.8M | added |
| Farther Finance Advisors, LLCETF136.1K shadded | 136.1K | $103.8M | added |
| Applied Capital LLC/FLTR UNIT132.8K shadded | 132.8K | $101.3M | added |
| Venture Visionary Partners LLCTR UNIT115.1K shadded | 115.1K | $87.8M | added |
| Attessa Capital LLCTR UNIT99.8K shadded | 99.8K | $76.1M | added |
| Ayalon Insurance Comp Ltd.ETP91.2K shtrimmed | 91.2K | $69.7M | trimmed |
| SAPIENT CAPITAL LLCTR UNIT88.8K shtrimmed | 88.8K | $67.9M | trimmed |
| Apella Capital, LLCTR UNIT81.6K shtrimmed | 81.6K | $63.4M | trimmed |
| McAlister, Sweet & Associates, Inc.TR UNIT68.3K shtrimmed | 68.3K | $52.1M | trimmed |
| Seven Bridges Advisors LLCTR UNIT68.2K shadded | 68.2K | $52M | added |
| CANANDAIGUA NATIONAL BANK & TRUST COCom62.2K shtrimmed | 62.2K | $47.5M | trimmed |
| Trinity Financial Advisors LLCTR UNIT56.1K shtrimmed | 56.1K | $42.9M | trimmed |
| DIVERSIFIED MANAGEMENT INCTR UNIT51.4K shtrimmed | 51.4K | $39.2M | trimmed |
| Taylor & Morgan Wealth Management, LLCTR UNIT51.3K shadded | 51.3K | $39.1M | added |
| Roth Financial Partners LLCTR UNIT49.2K shtrimmed | 49.2K | $37.5M | trimmed |
| CoreCap Advisors, LLCETF48.8K shadded | 48.8K | $37.2M | added |
| TITLEIST ASSET MANAGEMENT, LLCTR UNIT48.5K shadded | 48.5K | $37M | added |
| Montz Harcus Wealth Management LLCTR UNIT46.7K shtrimmed | 46.7K | $35.6M | trimmed |
| MOODY NATIONAL BANK TRUST DIVISIONTR UNIT45.8K shadded | 45.8K | $34.9M | added |
| Central Pacific Bank - Trust DivisionTR UNIT41.1K shtrimmed | 41.1K | $31.3M | trimmed |
| First Heartland Consultants, Inc.UNIT SER 1 S&P40.9K shtrimmed | 40.9K | $31.2M | trimmed |
| Avidian Wealth Enterprises, LLCTR UNIT36.9K shtrimmed | 36.9K | $28.1M | trimmed |
| ARMSTRONG ADVISORY GROUP, INCTR UNIT34.7K shtrimmed | 34.7K | $26.5M | trimmed |
| Hummer Financial Advisory Services IncTR UNIT33.6K shheld | 33.6K | $25.7M | held |
| Baron Financial Group, LLCTR UNIT33.3K shadded | 33.3K | $25.4M | added |
| Sincerus Advisory, LLCTR UNIT30.4K shtrimmed | 30.4K | $23.2M | trimmed |
| MAGNOLIA CAPITAL MANAGEMENT LTDUIU29.1K shtrimmed | 29.1K | $22.2M | trimmed |
| YHB Investment Advisors, Inc.TR UNIT29K shtrimmed | 29K | $22.1M | trimmed |
| CENTRAL BANK & TRUST COEquities28.1K shadded | 28.1K | $21.5M | added |
| Capital Advisors Wealth Management, LLCTR UNIT27.1K shadded | 27.1K | $20.7M | added |
| ANB BANKCom26.4K shtrimmed | 26.4K | $20.1M | trimmed |
| ROCKLAND TRUST COTR UNIT25K shtrimmed | 25K | $19.1M | trimmed |
| Gridiron Partners, LLCTR UNIT24.5K shheld | 24.5K | $18.7M | held |
| Wedmont Private CapitalTR UNIT23.8K shadded | 23.8K | $18.4M | added |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF23.3K shtrimmed | 23.3K | $17.8M | trimmed |
| Paladin Partners, LLCETF23.2K shadded | 23.2K | $17.7M | added |
| Pathway Financial Advisors LLCTR UNIT22.7K shtrimmed | 22.7K | $17.3M | trimmed |
| Grove Bank & TrustTR UNIT22.7K shtrimmed | 22.7K | $17.3M | trimmed |
| Wealth Enhancement Trust Services, Inc.TR UNIT22.7K shtrimmed | 22.7K | $17.3M | trimmed |
| BOS Asset Management, LLCTR UNIT22.2K shadded | 22.2K | $16.9M | added |
| Allen Mooney & Barnes Investment Advisors LLCETF21.8K shadded | 21.8K | $16.6M | added |
| TrueWealth Advisors, LLCTR UNIT18.9K shtrimmed | 18.9K | $14.4M | trimmed |
| VISTA INVESTMENT PARTNERS LLCTR UNIT18.5K shadded | 18.5K | $14.1M | added |
| Factor Wealth Management LTDTR UNIT18.3K shtrimmed | 18.3K | $14M | trimmed |
| Quintet Private Bank (Europe) S.A.TR UNIT18.2K shadded | 18.2K | $13.9M | added |
| Lee, Kelleher & Klein Wealth ManagementTR UNIT18K shtrimmed | 18K | $13.7M | trimmed |
| Canandaigua National Trust Co of FloridaCom14.4K shadded | 14.4K | $11M | added |
| Wealth Science Advisors LLCTR UNIT14.2K shtrimmed | 14.2K | $10.8M | trimmed |
| Frisco Financial Planning LLCExchange Traded Fund13.4K shtrimmed | 13.4K | $10.2M | trimmed |
| Kaizen Financial StrategiesTR UNIT13.4K shtrimmed | 13.4K | $10.2M | trimmed |
| Balefire, LLCTR UNIT12.8K shtrimmed | 12.8K | $9.8M | trimmed |
| Successful Portfolios LLCTR UNIT12.4K shadded | 12.4K | $9.6M | added |
| COLLECTIVE FAMILY OFFICE LLCTR UNIT12K shtrimmed | 12K | $9.2M | trimmed |
| Paragon Capital Management LtdTR UNIT11.8K shtrimmed | 11.8K | $9M | trimmed |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLCTR UNIT11.2K shtrimmed | 11.2K | $8.5M | trimmed |
| AVITY INVESTMENT MANAGEMENT INC.TR UNIT10.8K shtrimmed | 10.8K | $8.2M | trimmed |
| CYPRESS FINANCIAL PLANNING LLCTR UNIT10.3K shtrimmed | 10.3K | $7.8M | trimmed |
| GAMMA Investing LLCETF9.8K shadded | 9.8K | $7.5M | added |
| Dale Q Rice Investment Management LtdTR UNIT9.7K shtrimmed | 9.7K | $7.4M | trimmed |
| Iowa State BankCom9.6K shtrimmed | 9.6K | $7.3M | trimmed |
| Bank of New HampshireTR UNIT9.5K shtrimmed | 9.5K | $7.3M | trimmed |
| CAMELOT TECHNOLOGY ADVISORS, INC.TR UNIT9.5K shadded | 9.5K | $7.2M | added |
| Nautilus Advisors LLCTR UNIT9.3K shtrimmed | 9.3K | $7.1M | trimmed |
| Kearns & Associates LLCTR UNIT9K shheld | 9K | $6.9M | held |
| Acropolis Investment Management, LLCTR UNIT8.9K shadded | 8.9K | $6.8M | added |
| Veracity Capital LLCTR UNIT8.9K shadded | 8.9K | $6.8M | added |
| AMERICAN NATIONAL BANK & TRUSTTR UNIT8.8K shadded | 8.8K | $6.7M | added |
| KFA Private Wealth Group, LLCTR UNIT8.8K shtrimmed | 8.8K | $6.7M | trimmed |
| Retireful, LLCTR UNIT8.6K shadded | 8.6K | $6.6M | added |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund8.6K shtrimmed | 8.6K | $6.5M | trimmed |
| Castle Rock Wealth Management, LLCTR UNIT8.3K shtrimmed | 8.3K | $6.5M | trimmed |
| Trust CoETF8.2K shtrimmed | 8.2K | $6.3M | trimmed |
| Leverty Financial Group, LLCTR UNIT8.2K shtrimmed | 8.2K | $6.2M | trimmed |
| Atlas Brown,Inc.ETF8.1K shtrimmed | 8.1K | $6.2M | trimmed |
| Turner Capital Investments, LLCTR UNIT7.8K shtrimmed | 7.8K | $6M | trimmed |
| TOMPKINS FINANCIAL CORPTR UNIT7.8K shadded | 7.8K | $6M | added |
| FELL CAPITAL MANAGEMENT /ADVTR UNIT7.7K shtrimmed | 7.7K | $5.9M | trimmed |
| Monument Capital ManagementTR UNIT7.2K shtrimmed | 7.2K | $5.5M | trimmed |
| STEPH & COTR UNIT7.1K shtrimmed | 7.1K | $5.4M | trimmed |
| ELEVATION WEALTH PARTNERS, LLCTR UNIT7K shadded | 7K | $5.4M | added |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIETF7K shtrimmed | 7K | $5.4M | trimmed |
| Sound Income Strategies, LLCTR UNIT6.5K shadded | 6.5K | $5M | added |
| M.E. ALLISON & CO., INC.TR UNIT6.6K shadded | 6.6K | $5M | added |
| Insight Wealth Strategies, LLCTR UNIT6.5K shadded | 6.5K | $4.9M | added |
| Castleview Partners, LLCTR UNIT6.4K shadded | 6.4K | $4.9M | added |
| Prism Advisors, Inc.SH BEN INT6.2K shtrimmed | 6.2K | $4.8M | trimmed |
| Graves Light Lenhart Wealth, Inc.TR UNIT6.3K shtrimmed | 6.3K | $4.8M | trimmed |
| Avidian Wealth Enterprises, LLCTR UNIT6.1K shtrimmed | 6.1K | $4.7M | trimmed |
| Weaver Consulting GroupTR UNIT6K shadded | 6K | $4.5M | added |
| JUNCTURE WEALTH STRATEGIES, LLCTR UNIT5.9K shtrimmed | 5.9K | $4.5M | trimmed |
| Crumly & Associates Inc.TR UNIT5.9K shadded | 5.9K | $4.5M | added |
| PARK NATIONAL CORP /OH/Com5.7K shadded | 5.7K | $4.4M | added |
| Greenfield Savings BankTR UNIT5.7K shtrimmed | 5.7K | $4.4M | trimmed |
| Breakwater Capital GroupTR UNIT5.7K shadded | 5.7K | $4.3M | added |
| Cooper Financial GroupTR UNIT5.6K shadded | 5.6K | $4.3M | added |
| Prosperity Planning, Inc.TR UNIT5.6K shtrimmed | 5.6K | $4.2M | trimmed |
| INSPIRION WEALTH ADVISORS, LLCTR UNIT5.5K shtrimmed | 5.5K | $4.2M | trimmed |
| Galvin, Gaustad & Stein, LLCTR UNIT5.5K shadded | 5.5K | $4.2M | added |
| Investors Research CorpTR UNIT5.5K shadded | 5.5K | $4.2M | added |
| DAVIDSON TRUST COEquities5.1K shadded | 5.1K | $3.9M | added |
| EPIQ PARTNERS, LLCTR UNIT5.1K shadded | 5.1K | $3.9M | added |
| Mirador Capital Partners LPTR UNIT5K shadded | 5K | $3.8M | added |
| Integrated Financial Solutions, Inc.TR UNIT4.9K shtrimmed | 4.9K | $3.7M | trimmed |
| Financial Enhancement Group LLCTR UNIT4.7K shtrimmed | 4.7K | $3.6M | trimmed |
| ARMSTRONG HENRY H ASSOCIATES INCTR UNIT4.7K shadded | 4.7K | $3.6M | added |
| Intelligence Driven Advisers, LLCTR UNIT4.5K shtrimmed | 4.5K | $3.5M | trimmed |
| Bangor Savings BankTR UNIT4.5K shtrimmed | 4.5K | $3.4M | trimmed |
| Arbor Wealth Advisors LLCTR UNIT4.4K shheld | 4.4K | $3.4M | held |
| Private Capital Advisors, Inc.ETF4.4K shadded | 4.4K | $3.3M | added |
| Gradient Investments LLCTR UNIT4.3K shadded | 4.3K | $3.3M | added |
| Green Ridge Wealth Planning LLCTR UNIT4.2K shadded | 4.2K | $3.2M | added |
| CapWealth Advisors, LLCETF4.1K shadded | 4.1K | $3.1M | added |
| General Partner, Inc.CL4.1K shheld | 4.1K | $3.1M | held |
| Longview Financial Advisors, Inc.ETF4K shtrimmed | 4K | $3.1M | trimmed |
| SPRING CAPITAL MANAGEMENT, LLCTR UNIT4K shheld | 4K | $3.1M | held |
| CHICKASAW CAPITAL MANAGEMENT LLCUIUS4K shadded | 4K | $3M | added |
| Freestate Advisors LLCTR UNIT3.9K shtrimmed | 3.9K | $3M | trimmed |
| Olistico Wealth, LLCETF3.9K shtrimmed | 3.9K | $3M | trimmed |
| ZEVENBERGEN CAPITAL INVESTMENTS LLCCOM3.9K shheld | 3.9K | $3M | held |
| Williams & Novak Wealth Management, LLCTR UNIT3.9K shadded | 3.9K | $2.9M | added |
| Tactive Advisors, LLCTR UNIT3.8K shtrimmed | 3.8K | $2.9M | trimmed |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLCTR UNIT3.7K shtrimmed | 3.7K | $2.8M | trimmed |
| RTD Financial Advisors, Inc.TR UNIT3.6K shtrimmed | 3.6K | $2.8M | trimmed |
| WoodTrust Financial CorpOTHER3.5K shadded | 3.5K | $2.6M | added |
| Violich Capital Management, Inc.COM3.4K shadded | 3.4K | $2.6M | added |
| WINEBRENNER CAPITAL MANAGEMENT LLCTR UNIT3.4K shtrimmed | 3.4K | $2.6M | trimmed |
| Ebert Capital Management Inc.TR UNIT3.3K shtrimmed | 3.3K | $2.5M | trimmed |
| VALLEY WEALTH MANAGERS, INC.ETF3.3K shtrimmed | 3.3K | $2.5M | trimmed |
| CHAPIN DAVIS, INC.TR UNIT3.2K shtrimmed | 3.2K | $2.5M | trimmed |
| Wealth Group LtdSPDR S&P 500 ETF3.2K shadded | 3.2K | $2.4M | added |
| Whalen Wealth Management Inc.TR UNIT3.1K shadded | 3.1K | $2.3M | added |
| Heartwood Wealth Advisors LLCETF3.1K shheld | 3.1K | $2.3M | held |
| HALL LAURIE J TRUSTEEEquities3K shadded | 3K | $2.3M | added |
| CenterStar Asset Management, LLCTR UNIT2.9K shtrimmed | 2.9K | $2.2M | trimmed |
| Plan A Wealth LLCTR UNIT2.8K shadded | 2.8K | $2.2M | added |
| Gladwyn Financial Advisors, Inc.TR UNIT2.7K shtrimmed | 2.7K | $2.1M | trimmed |
| Bill Few Associates, Inc.TR UNIT2.7K shtrimmed | 2.7K | $2.1M | trimmed |
| Cambridge Financial Group, LLCTR UNIT2.7K shheld | 2.7K | $2M | held |
| Everhart Financial Group, Inc.TR UNIT2.6K shadded | 2.6K | $2M | added |
| Friday FinancialTR UNIT2.5K shadded | 2.5K | $1.9M | added |
| Gouws Capital LLCTR UNIT2.4K shheld | 2.4K | $1.8M | held |
| Adelphi Trust CoExchange Traded Fund2.3K shadded | 2.3K | $1.8M | added |
| Davis Capital ManagementETF2.3K shtrimmed | 2.3K | $1.8M | trimmed |
| RFG - Bristol Wealth Advisors, LLCTR UNIT2.3K shadded | 2.3K | $1.7M | added |
| CYPRESS ASSET MANAGEMENT INC/TXTR UNIT2.2K shtrimmed | 2.2K | $1.7M | trimmed |
| Exchange BankMUTUAL FUNDS/EQ2.1K shtrimmed | 2.1K | $1.6M | trimmed |
| Baring Financial LLCTR UNIT2.1K shtrimmed | 2.1K | $1.6M | trimmed |
| SACKS & ASSOCIATES, LLCTR UNIT2.1K shheld | 2.1K | $1.6M | held |
| Investment Partners Asset Management, Inc.TR UNIT2K shtrimmed | 2K | $1.5M | trimmed |
| BAKER TILLY WEALTH MANAGEMENT, LLCTR UNIT2K shtrimmed | 2K | $1.5M | trimmed |
| CONGRESS ASSET MANAGEMENT COCOM2K shtrimmed | 2K | $1.5M | trimmed |
| HF Advisory Group, LLCTR UNIT2K shtrimmed | 2K | $1.5M | trimmed |
| ATWOOD & PALMER INCCOM2K shtrimmed | 2K | $1.5M | trimmed |
| Dominguez Wealth Management Solutions, Inc.TR UNIT1.9K shadded | 1.9K | $1.5M | added |
| Legacy Private Trust Co.TR UNIT1.9K shtrimmed | 1.9K | $1.4M | trimmed |
| Westwind CapitalETF1.9K shtrimmed | 1.9K | $1.4M | trimmed |
| TOTH FINANCIAL ADVISORY CORPTR UNIT1.8K shtrimmed | 1.8K | $1.4M | trimmed |
| Great Waters Wealth ManagementTR UNIT1.8K shadded | 1.8K | $1.4M | added |
| AVAII WEALTH MANAGEMENT, LLCTR UNIT1.7K shadded | 1.7K | $1.3M | added |
| DKM Wealth Management, Inc.TR UNIT1.8K shadded | 1.8K | $1.3M | added |
| KWMG, LLCTR UNIT1.7K shadded | 1.7K | $1.3M | added |
| PROFESSIONAL ADVISORY SERVICES INCCOM1.7K shtrimmed | 1.7K | $1.3M | trimmed |
| ECLECTIC ASSOCIATES INC /ADVTR UNIT1.7K shtrimmed | 1.7K | $1.3M | trimmed |
| Marquette Asset Management, LLCTR UNIT1.7K shadded | 1.7K | $1.3M | added |
| MRA Advisory GroupTR UNIT1.7K shadded | 1.7K | $1.3M | added |
| LAWOOD & COExchange Traded Fund1.6K shheld | 1.6K | $1.2M | held |
| GK Wealth Management LLCTR UNIT1.5K shtrimmed | 1.5K | $1.2M | trimmed |
| Midwest Financial Partners Investments, Inc.TR UNIT1.5K shadded | 1.5K | $1.2M | added |
| New Covenant Trust Company, N.A.TR UNIT1.5K shheld | 1.5K | $1.1M | held |
| Asempa Wealth AdvisorsTR UNIT1.5K shadded | 1.5K | $1.1M | added |
| jvl associates llcTR UNIT1.5K shheld | 1.5K | $1.1M | held |
| Fenimore Asset Management IncETF1.5K shheld | 1.5K | $1.1M | held |
| RVW Wealth, LLCTR UNIT1.5K shtrimmed | 1.5K | $1.1M | trimmed |
| Galvin, Gaustad & Stein, LLCTR UNIT1.5K shtrimmed | 1.5K | $1.1M | trimmed |
| CenterStar Asset Management, LLCTR UNIT1.3K shtrimmed | 1.3K | $991.4K | trimmed |
| Worth Asset Management, LLCETF1.3K shadded | 1.3K | $989.3K | added |
| FINANCIAL MANAGEMENT NETWORK INCTR UNIT1.2K shtrimmed | 1.2K | $956.2K | trimmed |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHTR UNIT1.2K shtrimmed | 1.2K | $935.8K | trimmed |
| Post Resch Tallon Group Inc.TR UNIT1.2K shadded | 1.2K | $913.3K | added |
| Bullock Wealth Management GroupETF1.2K shtrimmed | 1.2K | $903.5K | trimmed |
| Emergent Wealth Advisors, LLCTR UNIT1.2K shadded | 1.2K | $897.7K | added |
| ALKEME WEALTH, LLCTR UNIT1.1K shadded | 1.1K | $855.7K | added |
| Lincoln Capital LLCTR UNIT1.1K shtrimmed | 1.1K | $847.7K | trimmed |
| Meadowbrook Wealth Management, LLCLarge US Bl Eq1.1K shadded | 1.1K | $829K | added |
| Bath Savings Trust CoExchange Traded Fund1.1K shheld | 1.1K | $819.1K | held |
| Whitcomb & Hess, Inc.TR UNIT1K shheld | 1K | $769.7K | held |
| Whalen Wealth Management Inc.TR UNIT1K shtrimmed | 1K | $762.6K | trimmed |
| ACIMA PRIVATE WEALTH, LLCETF999 shheld | 999 | $761.9K | held |
| BOYUM WEALTH ARCHITECTS LLCTR UNIT977 shtrimmed | 977 | $752.1K | trimmed |
| Apeiron RIA LLCTR UNIT973 shtrimmed | 973 | $743.1K | trimmed |
| LifeGoal Investments, LLCTR UNIT968 shadded | 968 | $738.2K | added |
| Delta Wealth Advisors LLCTR UNIT937 shtrimmed | 937 | $714.6K | trimmed |
| Peoples Bank/KSExchange Traded Fund936 shheld | 936 | $713.8K | held |
| TILIA FIDUCIARY PARTNERS, INC.ETF922 shtrimmed | 922 | $703.1K | trimmed |