| Quintet Private Bank (Europe) S.A.COM2.5M shadded | 2.5M | $59.8M | added |
| Mn Services Vermogensbeheer B.V.COM2.1M shadded | 2.1M | $50.5M | added |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM1.6M shtrimmed | 1.6M | $38.2M | trimmed |
| CapWealth Advisors, LLCStock1.2M shadded | 1.2M | $28.4M | added |
| PROFESSIONAL ADVISORY SERVICES INCCOM954.6K shtrimmed | 954.6K | $23.3M | trimmed |
| Sound Income Strategies, LLCCOM754.8K shadded | 754.8K | $18.8M | added |
| Farther Finance Advisors, LLCStock495.8K shadded | 495.8K | $12.1M | added |
| Adams Asset Advisors, LLCCOM431.3K shtrimmed | 431.3K | $10.5M | trimmed |
| KWMG, LLCCOM293.4K shadded | 293.4K | $7.2M | added |
| Allen Mooney & Barnes Investment Advisors LLCStock224.3K shadded | 224.3K | $5.5M | added |
| GAMMA Investing LLCCommon Stock216.8K shadded | 216.8K | $5.3M | added |
| VALLEY WEALTH MANAGERS, INC.Stock189K shadded | 189K | $4.6M | added |
| Valeo Financial Advisors, LLCStock158.9K shadded | 158.9K | $3.9M | added |
| HF Advisory Group, LLCCOM154.3K shadded | 154.3K | $3.8M | added |
| Dupree Financial Group, LLCCOM144.2K shadded | 144.2K | $3.5M | added |
| Wedmont Private CapitalCOM119K shtrimmed | 119K | $3M | trimmed |
| MFG WEALTH MANAGEMENT, INC.COM118K shadded | 118K | $2.9M | added |
| Brown Shipley& Co LtdCOM108.3K shadded | 108.3K | $2.6M | added |
| Venture Visionary Partners LLCCOM103.3K shtrimmed | 103.3K | $2.5M | trimmed |
| Apella Capital, LLCCOM93K shadded | 93K | $2.3M | added |
| BONNESS ENTERPRISES INCCOM89.2K shheld | 89.2K | $2.2M | held |
| VISTA INVESTMENT PARTNERS LLCCOM83.1K shadded | 83.1K | $2M | added |
| EASTERN BANKCOM80.8K shtrimmed | 80.8K | $2M | trimmed |
| Investment Partners Asset Management, Inc.COM77K shtrimmed | 77K | $1.9M | trimmed |
| M.E. ALLISON & CO., INC.COM74.9K shtrimmed | 74.9K | $1.8M | trimmed |
| Avidian Wealth Enterprises, LLCCOM74.4K shadded | 74.4K | $1.8M | added |
| CoreCap Advisors, LLCStock73.4K shadded | 73.4K | $1.8M | added |
| TrueWealth Advisors, LLCCOM72.4K shadded | 72.4K | $1.8M | added |
| Keystone Financial Planning, Inc.COM65.5K shtrimmed | 65.5K | $1.6M | trimmed |
| PARK NATIONAL CORP /OH/Com64.6K shadded | 64.6K | $1.6M | added |
| Dominguez Wealth Management Solutions, Inc.COM62.9K shadded | 62.9K | $1.5M | added |
| Everhart Financial Group, Inc.COM61.8K shtrimmed | 61.8K | $1.5M | trimmed |
| Sprinkle Financial Consultants LLCCOM61.3K shtrimmed | 61.3K | $1.5M | trimmed |
| Atlas Brown,Inc.Stock61.2K shadded | 61.2K | $1.5M | added |
| Bank & Trust CoCOM52.1K shadded | 52.1K | $1.3M | added |
| Persium Advisors, LLCCOM51K shadded | 51K | $1.2M | added |
| CANANDAIGUA NATIONAL BANK & TRUST COCom50.5K shtrimmed | 50.5K | $1.2M | trimmed |
| Breakwater Capital GroupCOM47.5K shtrimmed | 47.5K | $1.2M | trimmed |
| First Heartland Consultants, Inc.COM45.1K shadded | 45.1K | $1.1M | added |
| AMERICAN NATIONAL BANK & TRUSTCOM45K shtrimmed | 45K | $1.1M | trimmed |
| HALL LAURIE J TRUSTEEEquities44.8K shtrimmed | 44.8K | $1.1M | trimmed |
| DIVERSIFIED MANAGEMENT INCCOM42.6K shtrimmed | 42.6K | $1M | trimmed |
| MOODY NATIONAL BANK TRUST DIVISIONCOM41.9K shtrimmed | 41.9K | $1M | trimmed |
| Bangor Savings BankCOM39.8K shtrimmed | 39.8K | $971.6K | trimmed |
| Castleview Partners, LLCCOM39.8K shadded | 39.8K | $969.9K | added |
| Taylor & Morgan Wealth Management, LLCCOM39.5K shadded | 39.5K | $964.3K | added |
| DAVIDSON TRUST COEquities39.5K shadded | 39.5K | $963.4K | added |
| SAPIENT CAPITAL LLCCOM37K shadded | 37K | $903K | added |
| Apeiron RIA LLCCOM36.8K sh— | 36.8K | $894.8K | — |
| Bill Few Associates, Inc.COM36.3K shtrimmed | 36.3K | $886.4K | trimmed |
| ALKEME WEALTH, LLCCOM36K shtrimmed | 36K | $877.4K | trimmed |
| Acropolis Investment Management, LLCCOM35.3K shadded | 35.3K | $860.9K | added |
| Byrne Asset Management LLCCOM34.7K shtrimmed | 34.7K | $842.6K | trimmed |
| BOS Asset Management, LLCCOM34.1K shadded | 34.1K | $832.4K | added |
| ROCKLAND TRUST COCOM33.3K shtrimmed | 33.3K | $812K | trimmed |
| Kaydan Wealth Management, Inc.COM33.3K shadded | 33.3K | $812K | added |
| Investors Research CorpCOM30.2K shtrimmed | 30.2K | $736.7K | trimmed |
| Douglas Lane & Associates, LLCCOMMON29.9K shtrimmed | 29.9K | $729.3K | trimmed |
| ARMSTRONG ADVISORY GROUP, INCCOM29.6K shtrimmed | 29.6K | $721.7K | trimmed |
| Capital Advisors Wealth Management, LLCCOM29.3K shtrimmed | 29.3K | $715.2K | trimmed |
| TOMPKINS FINANCIAL CORPCOM29.3K shtrimmed | 29.3K | $713.8K | trimmed |
| Greenfield Savings BankCOM29.2K shtrimmed | 29.2K | $711.6K | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock27.7K shtrimmed | 27.7K | $675.5K | trimmed |
| Bath Savings Trust CoCommon Stock27.1K shtrimmed | 27.1K | $660.9K | trimmed |
| Balefire, LLCCOM25.5K shtrimmed | 25.5K | $622.9K | trimmed |
| Cooper Financial GroupCOM25.4K shadded | 25.4K | $619.6K | added |
| Partnership Wealth Management, LLCStock24.9K shheld | 24.9K | $606.5K | held |
| Worth Asset Management, LLCStock22.1K shadded | 22.1K | $538K | added |
| Crumly & Associates Inc.COM21.8K shadded | 21.8K | $531.5K | added |
| TITLEIST ASSET MANAGEMENT, LLCCOM21.4K shtrimmed | 21.4K | $523.1K | trimmed |
| Peoples Bank/KSCommon Stock21.4K shtrimmed | 21.4K | $522.6K | trimmed |
| RIVERSEDGE ADVISORS, LLCCOM20.7K shadded | 20.7K | $505.1K | added |
| Horrell Capital Management, Inc.COM20.3K shtrimmed | 20.3K | $495K | trimmed |
| Wealth Science Advisors LLCCOM19.2K shtrimmed | 19.2K | $467.4K | trimmed |
| Rosenberg Matthew HamiltonStock19.1K shadded | 19.1K | $466.7K | added |
| KFA Private Wealth Group, LLCCOM19K shadded | 19K | $463.3K | added |
| Grove Bank & TrustCOM18.3K shtrimmed | 18.3K | $446.8K | trimmed |
| Weaver Consulting GroupCOM17.9K shadded | 17.9K | $436K | added |
| Vann Equity Management LLCCOM17K shadded | 17K | $413.7K | added |
| CHAPIN DAVIS, INC.COM16.8K shtrimmed | 16.8K | $410.1K | trimmed |
| Graves Light Lenhart Wealth, Inc.COM16.7K shtrimmed | 16.7K | $407.4K | trimmed |
| Freestate Advisors LLCCOM16.6K shadded | 16.6K | $405.3K | added |
| Buska Wealth Management, LLCCOM16.4K shtrimmed | 16.4K | $399.5K | trimmed |
| LAWOOD & COCommon Stock16K shtrimmed | 16K | $389.3K | trimmed |
| Arbor Wealth Advisors LLCCOM15.6K shheld | 15.6K | $381.4K | held |
| Gradient Investments LLCCOM15.5K shtrimmed | 15.5K | $377K | trimmed |
| NEVILLE RODIE & SHAW INCCOM15.3K shheld | 15.3K | $372K | held |
| Kessler Investment Group, LLCCOM15.2K shtrimmed | 15.2K | $371.2K | trimmed |
| CENTRAL BANK & TRUST COEquities15.1K shtrimmed | 15.1K | $369.6K | trimmed |
| Bullock Wealth Management GroupStock14.7K shadded | 14.7K | $357.3K | added |
| Successful Portfolios LLCCOM14K shtrimmed | 14K | $340.2K | trimmed |
| Hardin Capital Partners, LLCCOM13.8K shtrimmed | 13.8K | $337K | trimmed |
| Koenig Investment Advisory, LLCStock12.8K shtrimmed | 12.8K | $312.3K | trimmed |
| RFG - Bristol Wealth Advisors, LLCCOM12.3K shadded | 12.3K | $301K | added |
| David J Yvars GroupCOM12.3K shadded | 12.3K | $299.4K | added |
| STABLEFORD CAPITAL II LLCCOM11.5K shadded | 11.5K | $281.2K | added |
| Wealth Enhancement Trust Services, Inc.COM11.4K shadded | 11.4K | $278.4K | added |
| Central Pacific Bank - Trust DivisionCOM11.2K shadded | 11.2K | $273.5K | added |
| Biltmore Wealth Management, LLCCOM11.2K shadded | 11.2K | $272.1K | added |
| MRA Advisory GroupCOM11.1K shadded | 11.1K | $271.8K | added |
| New Covenant Trust Company, N.A.COM11.1K shtrimmed | 11.1K | $271.7K | trimmed |
| Echo45 Advisors LLCCOM11.1K sh— | 11.1K | $271.6K | — |
| Legacy Private Trust Co.COM10.6K shtrimmed | 10.6K | $257.9K | trimmed |
| Hamilton Capital, LLCCOM10K shtrimmed | 10K | $243.1K | trimmed |
| BAKER TILLY WEALTH MANAGEMENT, LLCCOM9.8K shadded | 9.8K | $240.1K | added |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM9.6K shtrimmed | 9.6K | $234.8K | trimmed |
| Shulman DeMeo Asset Management LLCCOM9.3K shadded | 9.3K | $224.5K | added |
| Bank of New HampshireCOM9.1K shadded | 9.1K | $221.4K | added |
| Independence Financial Advisors, LLCCOM8.8K shtrimmed | 8.8K | $214.7K | trimmed |
| WoodTrust Financial CorpCOMMON8.7K sh— | 8.7K | $212K | — |
| Trust CoStock8.5K shadded | 8.5K | $207.5K | added |
| Olistico Wealth, LLCStock5.5K shadded | 5.5K | $133.6K | added |
| Pacifica Partners Inc.COM5.4K shtrimmed | 5.4K | $131.1K | trimmed |
| GK Wealth Management LLCCOM5K sh— | 5K | $121.6K | — |
| TOTH FINANCIAL ADVISORY CORPCOM4K shadded | 4K | $98.2K | added |
| ELEVATION WEALTH PARTNERS, LLCCOM3.1K shtrimmed | 3.1K | $74.8K | trimmed |
| FIRST COMMUNITY TRUST NACOM2.9K shheld | 2.9K | $71K | held |
| Matrix Trust CoCOM1.5K shadded | 1.5K | $37K | added |
| GILPIN WEALTH MANAGEMENT, LLCCOM1.4K shadded | 1.4K | $34.7K | added |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM1.4K sh— | 1.4K | $33.8K | — |
| STEPH & COCOM1.1K shheld | 1.1K | $27.3K | held |
| Marquette Asset Management, LLCCOM747 shadded | 747 | $18.2K | added |
| Retirement Wealth Solutions LLCCOM709 shadded | 709 | $17.3K | added |
| MJT & Associates Financial Advisory Group, Inc.Stock626 shheld | 626 | $15.3K | held |
| Davis Capital ManagementStock620 shadded | 620 | $15.1K | added |
| Horizons Wealth ManagementStock229 shheld | 229 | $5.6K | held |
| Paladin Partners, LLCStock175 shheld | 175 | $4.3K | held |
| Dakota Community Bank & Trust NACOM169 shheld | 169 | $4.1K | held |
| Dorato Capital ManagementCOM167 shheld | 167 | $4.1K | held |
| Aventus Investment Advisors, Inc.Stock140 shheld | 140 | $3.4K | held |
| ACIMA PRIVATE WEALTH, LLCStock116 shheld | 116 | $2.8K | held |