| TD Private Client Wealth LLC | 5,364 | $294.6K | 0.01% | +5,364 | New |
| Drive Wealth Management, LLC | 5,374 | $295.0K | 0.25% | +5,374 | New |
| Buckingham Strategic Wealth, LLC | 5,414 | $297.0K | 0.01% | +5,414 | New |
| Northcape Wealth Management, LLC | 5,430 | $298.0K | 0.09% | +5,430 | New |
| Principle Wealth Partners LLC | 5,746 | $301.0K | 0.03% | +5,746 | New |
| Hilltop Holdings Inc. | 5,512 | $302.0K | 0.03% | +5,512 | New |
| SevenBridge Financial Group, LLC | 5,501 | $302.0K | 0.11% | +5,501 | New |
| Shay Capital LLC | 5,500 | $302.0K | 0.11% | +5,500 | New |
| Mount Yale Investment Advisors, LLC | 5,537 | $304.0K | 0.03% | +5,537 | New |
| Naples Global Advisors, LLC | 5,544 | $305.0K | 0.04% | +5,544 | New |
| Principal Street Partners, LLC | 5,574 | $306.0K | 0.07% | +5,574 | New |
| Lafayette Investments, Inc. | 5,582 | $307.0K | 0.08% | +5,582 | New |
| Hamel Associates, Inc. | 5,650 | $310.0K | 0.11% | +5,650 | New |
| Northeast Investment Management | 5,674 | $312.0K | 0.02% | +5,674 | New |
| Chatham Capital Group, Inc. | 5,700 | $313.0K | 0.06% | +5,700 | New |
| Sonora Investment Management Group, LLC | 5,706 | $313.0K | 0.04% | +5,706 | New |
| Atlantic Union Bankshares Corp | 5,718 | $314.0K | 0.03% | +5,718 | New |
| Private Asset Management Inc | 5,750 | $316.0K | 0.04% | +5,750 | New |
| Berkeley Capital Partners, LLC | 5,761 | $316.0K | 0.13% | +5,761 | New |
| Hudson Valley Investment Advisors Inc | 5,780 | $317.0K | 0.04% | +5,780 | New |
| Stonegate Investment Group, LLC | 5,769 | $317.0K | 0.01% | +5,769 | New |
| Hardman Johnston Global Advisors LLC | 5,800 | $319.0K | 0.01% | +5,800 | New |
| Wade G W & Inc | 5,821 | $320.0K | 0.01% | +5,821 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,845 | $321.0K | 0.00% | +5,845 | New |
| Quilter Plc | 4,446 | $321.0K | 0.01% | +4,446 | New |
| StoneX Group Inc. | 5,862 | $322.0K | 0.03% | +5,862 | New |
| Coldstream Capital Management Inc | 5,864 | $322.0K | 0.01% | +5,864 | New |
| City Holding Co | 5,891 | $324.0K | 0.05% | +5,891 | New |
| Brooks, Moore & Associates, Inc. | 5,911 | $325.0K | 0.20% | +5,911 | New |
| Blueprint Investment Partners LLC | 5,921 | $325.0K | 0.08% | +5,921 | New |
| 180 Wealth Advisors, LLC | 5,606 | $326.0K | 0.07% | +5,606 | New |
| NTV Asset Management LLC | 5,950 | $327.0K | 0.05% | +5,950 | New |
| Shulman DeMeo Asset Management LLC | 5,949 | $327.0K | 0.09% | +5,949 | New |
| Patten & Patten Inc | 6,008 | $330.0K | 0.02% | +6,008 | New |
| Asset Advisors Investment Management, LLC | 6,000 | $330.0K | 0.04% | +6,000 | New |
| Balentine LLC | 6,025 | $331.0K | 0.01% | +6,025 | New |
| CAPROCK Group, Inc. | 6,026 | $331.0K | 0.03% | +6,026 | New |
| DMG Group, LLC | 5,961 | $331.0K | 0.37% | +5,961 | New |
| Investors Asset Management of Georgia Inc | 6,035 | $332.0K | 0.17% | +6,035 | New |
| BKD Wealth Advisors, LLC | 6,038 | $332.0K | 0.01% | +6,038 | New |
| Smith, Moore & Co. | 6,081 | $334.0K | 0.05% | +6,081 | New |
| Symphony Financial, Ltd. Co. | 6,030 | $334.0K | 0.08% | +6,030 | New |
| Kenfarb & Co. | 6,100 | $335.0K | 0.27% | +6,100 | New |
| Financial Advisory Service, Inc. | 6,112 | $336.0K | 0.03% | +6,112 | New |
| Red Cedar Capital, LLC | 6,121 | $336.0K | 0.20% | +6,121 | New |
| Prio Wealth Limited Partnership | 6,135 | $337.0K | 0.01% | +6,135 | New |
| Grimes & Company, Inc. | 6,235 | $342.0K | 0.02% | +6,235 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 6,300 | $346.0K | 0.14% | +6,300 | New |
| Sawyer & Company, Inc | 6,290 | $346.0K | 0.16% | +6,290 | New |
| Confluence Wealth Services, Inc. | 6,325 | $347.0K | 0.13% | +6,325 | New |
| Wealthspire Advisors, LLC | 6,330 | $348.0K | 0.01% | +6,330 | New |
| Cozad Asset Management Inc | 6,391 | $351.0K | 0.05% | +6,391 | New |
| Baxter Bros Inc | 6,395 | $351.0K | 0.05% | +6,395 | New |
| Gagnon Securities LLC | 6,422 | $353.0K | 0.06% | +6,422 | New |
| Crewe Advisors LLC | 6,422 | $353.0K | 0.07% | +6,422 | New |
| Parkside Financial Bank & Trust | 6,514 | $358.0K | 0.10% | +6,514 | New |
| J.W. Cole Advisors, Inc. | 6,544 | $359.0K | 0.02% | +6,544 | New |
| E&G Advisors, LP | 6,550 | $360.0K | 0.10% | +6,550 | New |
| AIMZ Investment Advisors, LLC | 6,550 | $360.0K | 0.15% | +6,550 | New |
| Buckley Wealth Management, LLC | 6,547 | $360.0K | 0.10% | +6,547 | New |
| Capital Investment Advisory Services, LLC | 6,610 | $363.0K | 0.04% | +6,610 | New |
| Beaton Management Co. Inc. | 6,613 | $363.0K | 0.22% | +6,613 | New |
| Nwam LLC | 6,632 | $364.0K | 0.03% | +6,632 | New |
| Bridges Investment Management Inc | 6,636 | $365.0K | 0.01% | +6,636 | New |
| Alpha Omega Wealth Management LLC | 6,650 | $365.0K | 0.06% | +6,650 | New |
| Hancock Whitney Corp | 6,666 | $366.0K | 0.01% | +6,666 | New |
| Element Wealth, LLC | 6,654 | $366.0K | 0.30% | +6,654 | New |
| Beacon Capital Management, LLC | 6,662 | $366.0K | 0.09% | +6,662 | New |
| Arkadios Wealth Advisors | 6,711 | $369.0K | 0.05% | +6,711 | New |
| People's United Financial, Inc. | 6,728 | $370.0K | 0.01% | +6,728 | New |
| Robertson Stephens Wealth Management, LLC | 6,787 | $372.0K | 0.03% | +6,787 | New |
| Apollon Wealth Management, LLC | 6,798 | $373.0K | 0.03% | +6,798 | New |
| CWA Asset Management Group, LLC | 6,845 | $376.0K | 0.03% | +6,845 | New |
| First National Trust Co | 6,869 | $378.0K | 0.02% | +6,869 | New |
| RMB Capital Management, LLC | 6,890 | $378.0K | 0.01% | +6,890 | New |
| Avant Capital LLC | 6,894 | $379.0K | 0.42% | +6,894 | New |
| Well Done, LLC | 6,923 | $380.0K | 0.08% | +6,923 | New |
| Cubic Asset Management, LLC | 6,997 | $384.0K | 0.09% | +6,997 | New |
| Welch Group, LLC | 6,998 | $384.0K | 0.02% | +6,998 | New |
| Cutler Capital Management, LLC | 7,000 | $385.0K | 0.14% | +7,000 | New |
| Legacy Financial Advisors, Inc. | 7,008 | $385.0K | 0.09% | +7,008 | New |
| Tandem Capital Management Corp | 6,955 | $386.0K | 0.27% | +6,955 | New |
| Rossmore Private Capital | 7,028 | $386.0K | 0.06% | +7,028 | New |
| Summit Financial Group Inc | 7,090 | $389.0K | 0.13% | +7,090 | New |
| B. Riley Wealth Management, Inc. | 7,139 | $392.0K | 0.03% | +7,139 | New |
| Zions Bancorporation, N.A. | 7,221 | $397.0K | 0.04% | +7,221 | New |
| Northeast Financial Consultants Inc | 7,250 | $398.0K | 0.02% | +7,250 | New |
| Anchor Investment Management, LLC | 7,258 | $398.7K | 0.05% | +6,018+485.3% | Added |
| Pictet & Cie (Europe) SA | 7,300 | $401.0K | 0.02% | +7,300 | New |
| Steel Peak Wealth Management LLC | 7,294 | $401.0K | 0.02% | +7,294 | New |
| Rehmann Capital Advisory Group | 7,247 | $401.9K | 0.04% | +7,247 | New |
| Woodward Diversified Capital, LLC | 7,315 | $402.0K | 0.26% | +7,315 | New |
| Ledyard National Bank | 7,381 | $405.0K | 0.04% | +7,381 | New |
| Vise Technologies, Inc. | 7,369 | $405.0K | 0.15% | +7,369 | New |
| Breiter Capital Management Inc | 7,391 | $406.0K | 0.20% | +7,391 | New |
| Berkshire Asset Management LLC | 7,403 | $407.0K | 0.03% | +7,403 | New |
| Stokes Family Office, LLC | 7,437 | $409.0K | 0.05% | +7,437 | New |
| Arete Wealth Advisors, LLC | 7,520 | $413.0K | 0.03% | +7,520 | New |
| Alhambra Investment Partners LLC | 7,551 | $415.0K | 0.27% | +7,551 | New |
| BFT Financial Group, LLC | 7,685 | $422.0K | 0.07% | +7,685 | New |
