| Mn Services Vermogensbeheer B.V.COM102K shadded | 102K | $46.3M | added |
| CHAPIN DAVIS, INC.COM43.1K shtrimmed | 43.1K | $19.6M | trimmed |
| Farther Finance Advisors, LLCStock21.4K shtrimmed | 21.4K | $9.7M | trimmed |
| GAMMA Investing LLCCommon Stock12.5K shadded | 12.5K | $5.7M | added |
| Everhart Financial Group, Inc.COM11.1K shtrimmed | 11.1K | $5M | trimmed |
| CenterStar Asset Management, LLCCOM9K sh— | 9K | $4.1M | — |
| Dupree Financial Group, LLCCOM8.1K sh— | 8.1K | $3.7M | — |
| Retireful, LLCCOM5.9K shadded | 5.9K | $2.7M | added |
| CenterStar Asset Management, LLCCOM5.1K sh— | 5.1K | $2.3M | — |
| Shulman DeMeo Asset Management LLCCOM5K shtrimmed | 5K | $2.2M | trimmed |
| Legacy Wealth Asset Management, LLCCOM4.6K shadded | 4.6K | $2.1M | added |
| Wedmont Private CapitalCOM4.5K shadded | 4.5K | $1.8M | added |
| Westwind CapitalStock3.7K shadded | 3.7K | $1.7M | added |
| CenterStar Asset Management, LLCCOM3.5K sh— | 3.5K | $1.6M | — |
| Castle Rock Wealth Management, LLCCOM3.4K shadded | 3.4K | $1.4M | added |
| Apella Capital, LLCCOM3.4K shadded | 3.4K | $1.4M | added |
| Sound Income Strategies, LLCCOM2.8K shadded | 2.8K | $1.1M | added |
| Vann Equity Management LLCCOM2.2K shtrimmed | 2.2K | $1M | trimmed |
| Monument Capital ManagementCOM2.1K shtrimmed | 2.1K | $967.1K | trimmed |
| Wealth Enhancement Trust Services, Inc.COM2K sh— | 2K | $926.6K | — |
| Kaizen Financial StrategiesCOM1.9K shtrimmed | 1.9K | $884.8K | trimmed |
| CoreCap Advisors, LLCStock1.9K shtrimmed | 1.9K | $859.9K | trimmed |
| Cooper Financial GroupCOM1.8K shtrimmed | 1.8K | $798K | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock1.6K shtrimmed | 1.6K | $717.1K | trimmed |
| Valeo Financial Advisors, LLCStock1.6K shtrimmed | 1.6K | $709.7K | trimmed |
| Venture Visionary Partners LLCCOM1.5K shadded | 1.5K | $666.2K | added |
| RIVERSEDGE ADVISORS, LLCCOM1.4K shtrimmed | 1.4K | $634.9K | trimmed |
| Lake Hills Wealth Management, LLCCOM1.3K shadded | 1.3K | $606.7K | added |
| Balefire, LLCCOM1.3K shtrimmed | 1.3K | $596.3K | trimmed |
| Avidian Wealth Enterprises, LLCCOM1.2K shadded | 1.2K | $565.6K | added |
| Friday FinancialCOM1K shadded | 1K | $473.2K | added |
| Successful Portfolios LLCCOM1.1K shheld | 1.1K | $464.7K | held |
| Sprinkle Financial Consultants LLCCOM900 shheld | 900 | $409K | held |
| LifeGoal Investments, LLCCOM898 shtrimmed | 898 | $408.1K | trimmed |
| Bullock Wealth Management GroupStock865 sh— | 865 | $400.1K | — |
| JUNCTURE WEALTH STRATEGIES, LLCCOM877 sh— | 877 | $398.6K | — |
| City Center Advisors, LLCCOM717 shtrimmed | 717 | $325.9K | trimmed |
| Emergent Wealth Advisors, LLCCOM650 shheld | 650 | $295.4K | held |
| PARK NATIONAL CORP /OH/Com644 shtrimmed | 644 | $292.7K | trimmed |
| MOODY NATIONAL BANK TRUST DIVISIONCOM593 shadded | 593 | $269.5K | added |
| Athena Wealth Management, LLCCOM576 sh— | 576 | $261.8K | — |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM470 sh— | 470 | $213.6K | — |
| Veracity Capital LLCCOM462 shadded | 462 | $210.1K | added |
| EASTERN BANKCOM441 shtrimmed | 441 | $200.4K | trimmed |
| Acropolis Investment Management, LLCCOM283 shtrimmed | 283 | $128.6K | trimmed |
| Grove Bank & TrustCOM204 shadded | 204 | $92.7K | added |
| Paladin Partners, LLCStock160 shtrimmed | 160 | $72.7K | trimmed |
| VALLEY WEALTH MANAGERS, INC.Stock120 shheld | 120 | $54.5K | held |
| Retirement Wealth Solutions LLCCOM95 shadded | 95 | $43.2K | added |
| AMERICAN NATIONAL BANK & TRUSTCOM70 shadded | 70 | $31.8K | added |
| Marquette Asset Management, LLCCOM55 shheld | 55 | $25K | held |
| ELEVATION WEALTH PARTNERS, LLCCOM54 shadded | 54 | $24.5K | added |
| TOMPKINS FINANCIAL CORPCOM50 shtrimmed | 50 | $22.7K | trimmed |
| TOTH FINANCIAL ADVISORY CORPCOM32 shadded | 32 | $14.5K | added |
| Bank of New HampshireCOM30 sh— | 30 | $13.6K | — |
| Byrne Asset Management LLCCOM25 sh— | 25 | $11.6K | — |
| Bangor Savings BankCOM23 shheld | 23 | $10.5K | held |
| MJT & Associates Financial Advisory Group, Inc.Stock20 sh— | 20 | $9.1K | — |
| ATWOOD & PALMER INCCOM18 shtrimmed | 18 | $8.2K | trimmed |
| Dorato Capital ManagementCOM11 shtrimmed | 11 | $4.5K | trimmed |
| Davis Capital ManagementStock9 shheld | 9 | $4.1K | held |
| Trust CoStock8 shheld | 8 | $3.6K | held |
| ARMSTRONG ADVISORY GROUP, INCCOM6 sh— | 6 | $2.7K | — |
| GK Wealth Management LLCCOM2 sh— | 2 | $909 | — |
| GILPIN WEALTH MANAGEMENT, LLCCOM1 sh— | 1 | $455 | — |