Vanguard Most SM-Cap ETF-UsdVBETF
13F holders, Q1 2024 (March 31)1,895holders
5famous investors
$228.46avg. 13F price*
At the end of Q1 2024, 1,895 institutions reported holding Vanguard Most SM-Cap ETF-Usd (VB) in their 13F filings. The largest holders were Bank of America Corp. ($5.5B), Morgan Stanley ($1.6B) and Jones Financial Companies LLLP ($1.6B). 5 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Vanguard Most SM-Cap ETF-Usd
- CUSIP
- 922908751
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 109 | $105.8M |
| Exits | 84 | $93.6M |
Ownership 1,895 holders
| Bank of America Corp. | 0.54% | Add +22.9% | 24,084,254 | $5.5B |
| Morgan Stanley | 0.13% | Add +2.4% | 7,187,492 | $1.6B |
| Jones Financial Companies LLLP | 2.12% | Add +3.0% | 6,802,268 | $1.6B |
| Envestnet Asset Management Inc. | 0.40% | Add +5.7% | 4,684,766 | $1.1B |
| Wells Fargo & Company | 0.27% | Add +2.3% | 4,384,225 | $1.0B |
| UBS Group AG | 0.29% | Add +3.4% | 3,905,070 | $892.7M |
| LPL Financial LLC | 0.42% | Add +4.5% | 3,393,553 | $775.7M |
| Bank of New York Mellon Corp | 0.13% | Reduce -13.9% | 2,881,767 | $658.7M |
| Ameriprise Financial Inc. | 0.14% | Reduce -3.5% | 2,270,762 | $519.1M |
| Mercer Global Advisors Inc. | 1.31% | Add +12.0% | 2,009,880 | $459.4M |
| Goldman Sachs Group Inc. | 0.10% | Reduce -6.4% | 1,985,230 | $453.8M |
| PNC Financial Services Group, Inc. | 0.30% | Reduce -0.8% | 1,889,088 | $431.8M |
| Creative Planning | 0.46% | Reduce -1.7% | 1,823,573 | $416.9M |
| Charles Schwab Investment Advisory, Inc. | 0.57% | Reduce -3.0% | 1,799,373 | $411.3M |
| Northwestern Mutual Wealth Management Co. | 0.38% | Reduce -2.8% | 1,634,395 | $373.6M |
| Captrust Financial Advisors | 1.37% | Add +24.7% | 1,627,553 | $372.0M |
| Royal Bank of Canada | 0.09% | Add +5.2% | 1,543,506 | $352.8M |
| Signaturefd, LLC | 6.90% | Add +82.4% | 1,429,220 | $326.7M |
| CIBC Private Wealth Group LLC | 0.59% | Add +13.3% | 1,321,145 | $299.4M |
| Wealthfront Advisers LLC | 1.04% | Add +6.5% | 1,305,874 | $298.5M |
| Raymond James Financial Services Advisors, Inc. | 0.44% | Add +7.5% | 1,284,927 | $293.7M |
| Mariner, LLC | 0.55% | Add +7.5% | 1,156,365 | $264.3M |
| Provida Pension Fund Administrator | 5.90% | Add +2444.3% | 1,039,896 | $237.7M |
| Stifel Financial Corp. | 0.26% | Add +3.4% | 1,013,443 | $231.7M |
| Commonwealth Equity Services, LLC | 0.37% | Add +1.3% | 986,751 | $225.6M |
| Mission Wealth Management, LP | 5.99% | Add +10.0% | 977,112 | $223.4M |
| Glenmede Trust Co. NA | 1.09% | Reduce -0.8% | 953,480 | $218.0M |
| Tiaa Trust, National Association | 0.63% | Add +8.4% | 907,262 | $207.4M |
| JPMorgan Chase & Co. | 0.02% | Reduce -2.0% | 816,000 | $186.5M |
| FMR LLC | 0.01% | Add +0.8% | 787,924 | $180.1M |
| HighTower Advisors, LLC | 0.29% | Reduce -1.9% | 781,381 | $178.6M |
| Raymond James & Associates | 0.12% | Add +4.1% | 776,379 | $177.5M |
| Osaic Holdings, Inc. | 0.39% | Reduce -3.5% | 770,191 | $176.1M |
| Baird Financial Group, Inc. | 0.36% | Add +4.2% | 744,287 | $170.1M |
| Wellington Management Group LLP | 0.03% | No change | 703,985 | $160.9M |
| State Street Corp. | 0.01% | Reduce -3.1% | 633,207 | $144.7M |
| Natixis Advisors, LLC | 0.33% | Reduce -0.6% | 632,228 | $144.5M |
| Bank of Montreal | 0.04% | Add +1.8% | 615,630 | $140.2M |
| Badgley Phelps Wealth Managers, LLC | 2.97% | Add +1.3% | 520,142 | $118.9M |
| Truist Financial Corp. | 0.17% | Reduce -15.0% | 486,733 | $111.3M |
| Cetera Investment Advisers | 0.26% | Add +255.6% | 482,068 | $110.2M |
| Moneta Group Investment Advisors LLC | 1.75% | Add +16.3% | 468,953 | $107.2M |
| Vanguard Group Inc. | 0.00% | Add +5.1% | 460,854 | $105.3M |
| Davis R M Inc. | 2.11% | Add +6.1% | 440,655 | $100.7M |
| Efficient Advisors, LLC | 6.36% | Reduce -1.9% | 433,389 | $99.1M |
| Pinnacle Associates Ltd. | 1.50% | Add +7.8% | 416,154 | $95.1M |
| Balyasny Asset Management L.P. | 0.24% | Reduce -0.6% | 403,980 | $92.3M |
| Corient Private Wealth LP | 0.16% | Reduce -0.1% | 401,633 | $91.8M |
| Pathstone Holdings, LLC | 0.42% | Reduce -3.4% | 390,376 | $89.2M |
| Fifth Third Bancorp | 0.35% | Add +1.3% | 389,217 | $89.0M |
| Nicholas Hoffman & Company, LLC. | 4.46% | Add +13.3% | 384,129 | $87.8M |
| Cambridge Investment Research Advisors, Inc. | 0.33% | Reduce -0.4% | 374,736 | $85.7M |
| Baker Avenue Asset Management, LP | 3.30% | Add +2.6% | 373,544 | $85.4M |
| US Bancorp \de | 0.12% | Reduce -10.2% | 368,153 | $84.2M |
| Cullen/Frost Bankers, Inc. | 1.24% | Add +1.3% | 364,782 | $83.4M |
| Peapack Gladstone Financial Corp. | 1.30% | Add +1.8% | 363,647 | $83.1M |
| Wealthspire Advisors, LLC | 1.11% | Add +0.1% | 363,263 | $83.0M |
| MML Investors Services, LLC | 0.34% | Add +6.6% | 358,007 | $81.8M |
| Fusion Family Wealth, LLC | 8.36% | Add +3.4% | 352,821 | $80.7M |
| Janus Henderson Group PLC | 0.04% | Reduce -8.2% | 351,847 | $80.4M |
| Heartwood Wealth Advisors LLC | 9.79% | Reduce -0.8% | 347,720 | $79.5M |
| 1832 Asset Management L.P. | 0.14% | Reduce -52.0% | 346,745 | $79.3M |
| Private Advisor Group, LLC | 0.57% | Reduce -6.0% | 345,888 | $79.1M |
| M&T Bank Corp | 0.27% | Add +1.1% | 337,327 | $77.1M |
| Trustmark Bank Trust Department | 6.11% | Add +5.1% | 327,550 | $74.9M |
| Citigroup Inc. | 0.08% | Add +2.6% | 325,335 | $74.4M |
| Millburn Ridgefield LLC | 2.02% | Add +5.0% | 319,470 | $73.0M |
| Catalyst Capital Advisors LLC | 1.76% | Add +5.0% | 319,470 | $73.0M |
| Employees Retirement System of Texas | 0.80% | Reduce -32.1% | 317,925 | $72.7M |
| Karpus Management, Inc. | 2.09% | Reduce -6.8% | 316,295 | $72.3M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 27.91% | Add +1.7% | 295,713 | $67.6M |
| Invictus Private Wealth, LLC | 6.00% | Add +2.1% | 295,446 | $67.5M |
| Chandler Asset Management, Inc. | 13.38% | Add +13.1% | 288,795 | $66.0M |
| Comerica Bank | 0.28% | Add +3.4% | 287,020 | $65.6M |
| Vista Capital Partners, Inc. | 8.18% | Reduce -1.8% | 286,294 | $65.4M |
| Assetmark, Inc. | 0.21% | Add +8.0% | 282,686 | $64.6M |
| Wilbanks Smith & Thomas Asset Management LLC | 1.80% | Add +0.9% | 281,397 | $64.3M |
| Smithfield Trust Co | 3.28% | Reduce -1.6% | 271,006 | $61.9M |
| Equitable Holdings, Inc. | 0.68% | Reduce -0.3% | 263,061 | $60.1M |
| Pittenger & Anderson Inc. | 2.43% | Add +2.2% | 261,934 | $59.9M |
| Avantax Advisory Services, Inc. | 0.52% | Add +1.1% | 253,843 | $58.0M |
| Composition Wealth, LLC | 1.39% | Reduce -3.1% | 242,212 | $55.4M |
| Ellenbecker Investment Group | 11.63% | Add +4.3% | 242,044 | $55.3M |
| Kestra Advisory Services, LLC | 0.37% | Add +23.0% | 240,636 | $55.0M |
| Cerity Partners LLC | 0.14% | Reduce -95.8% | 237,310 | $53.8M |
| BlackRock Inc. | 0.00% | Reduce -18.0% | 222,545 | $50.9M |
| Janney Montgomery Scott LLC | 0.15% | Add +4.9% | 218,808 | $50.0M |
| Marcum Wealth, LLC | 5.04% | Reduce -2.0% | 217,240 | $49.7M |
| CBIZ Investment Advisory Services, LLC | 3.33% | Reduce -34.4% | 209,547 | $47.9M |
| Bessemer Group Inc. | 0.09% | Add +1.2% | 207,969 | $47.5M |
| CENTRAL TRUST Co | 1.16% | Reduce -1.3% | 203,371 | $46.5M |
| American Trust | 3.83% | Reduce -28.1% | 200,587 | $45.9M |
| Thrivent Financial for Lutherans | 0.09% | Reduce -29.5% | 198,256 | $45.3M |
| Johnson Financial Group, LLC | 5.66% | Add +1.2% | 196,195 | $44.8M |
| Garde Capital, Inc. | 3.10% | Reduce -9.5% | 193,847 | $44.3M |
| Davidson Investment Advisors | 2.28% | Add +10.3% | 191,908 | $43.9M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +62.8% | 184,250 | $42.1M |
| First Command Advisory Services, Inc. | 0.44% | Add +6.3% | 182,156 | $41.6M |
| Parallel Advisors, LLC | 1.10% | Add +0.8% | 177,990 | $40.7M |
| TCV Trust & Wealth Management, Inc. | 3.87% | Reduce -1.1% | 176,800 | $40.4M |
| Park Avenue Securities LLC | 0.51% | Add +10.2% | 173,088 | $39.6M |
| Ellevest, Inc. | 2.45% | Add +0.9% | 172,648 | $39.5M |
| MilWealth Group LLC | 11.99% | Reduce -0.7% | 164,537 | $37.6M |
| Envestnet Portfolio Solutions, Inc. | 0.14% | Add +14.2% | 164,513 | $37.6M |
| Clearstead Advisors, LLC | 1.83% | Add +3.0% | 165,893 | $37.0M |
| Citizens Financial Group Inc. | 1.23% | Reduce -0.1% | 161,065 | $36.8M |
| Forvis Mazars Wealth Advisors, LLC | 0.92% | Reduce -1.8% | 158,345 | $36.2M |
| Heritage Investors Management Corp. | 1.24% | Reduce -0.3% | 154,209 | $35.3M |
| Acorn Financial Advisory Services Inc. | 6.59% | Reduce -15.3% | 152,745 | $34.9M |
| Investments & Financial Planning, LLC | 23.60% | Add +0.5% | 150,635 | $34.4M |
| Alliancebernstein L.P. | 0.01% | Reduce -0.0% | 150,548 | $34.4M |
| Aufman Associates Inc | 24.06% | Add +0.5% | 149,474 | $34.2M |
| NewEdge Advisors, LLC | 0.30% | Reduce -39.4% | 149,230 | $34.1M |
| Connecticut Wealth Management, LLC | 1.80% | Reduce -6.2% | 147,720 | $33.8M |
| Prio Wealth Limited Partnership | 0.95% | Add +3.4% | 144,098 | $32.9M |
| Choreo, LLC | 0.84% | Reduce -2.9% | 143,397 | $32.8M |
| BLB&B Advisors, LLC | 1.84% | Reduce -0.2% | 142,636 | $32.6M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -43.9% | 142,284 | $32.5M |
| Joel Isaacson & Co., LLC | 1.78% | Add +6.6% | 141,675 | $32.4M |
| Center for Financial Planning, Inc. | 4.81% | Add +6.9% | 140,835 | $32.2M |
| Rockefeller Capital Management L.P. | 0.09% | Add +13.1% | 140,041 | $32.0M |
| Betterment LLC | 0.09% | Add +3.5% | 139,977 | $32.0M |
| Legacy Financial Group LLC | 6.47% | Add +1704.0% | 139,760 | $31.9M |
| Sofi Wealth, LLC | 2.92% | Add +8.0% | 137,360 | $31.4M |
| PrairieView Partners, LLC | 3.54% | Add +2.7% | 135,209 | $30.9M |
| Country Trust Bank | 0.80% | Reduce -3.4% | 134,610 | $30.8M |
| CX Institutional | 1.48% | Add +1.5% | 134,594 | $30.8M |
| Chatham Capital Group, Inc. | 5.58% | Add +21.8% | 132,949 | $30.4M |
| Scott Capital Advisors, LLC | 9.24% | Add +1.9% | 134,788 | $30.4M |
| Atria Wealth Solutions, Inc. | 0.34% | Add +2.9% | 132,398 | $30.3M |
| NewEdge Wealth, LLC | 0.68% | Add +0.0% | 139,549 | $30.3M |
| Regions Financial Corp. | 0.23% | Add +0.1% | 131,791 | $30.1M |
| SP Asset Management LLC | 2.78% | Reduce -0.4% | 130,933 | $29.9M |
| Wealthquest Corp | 3.20% | Reduce -2.7% | 130,810 | $29.9M |
| Hill Island Financial LLC | 9.72% | Reduce -0.2% | 128,788 | $29.4M |
| Whelan Financial | 13.37% | Reduce -2.7% | 128,130 | $29.3M |
| AMG National Trust Bank | 0.84% | Add +0.6% | 126,512 | $28.9M |
| Brown Advisory Inc. | 0.04% | Add +10.1% | 125,301 | $28.6M |
| Randolph Co Inc | 3.38% | Add +0.2% | 120,531 | $27.6M |
| Chicago Partners Investment Group LLC | 1.14% | Add +8.0% | 123,976 | $26.9M |
| Pinnacle Wealth Management Advisory Group, LLC | 2.87% | Add +5.2% | 117,160 | $26.8M |
| Bank of Hawaii | 1.30% | Reduce -1.4% | 116,996 | $26.7M |
| MAI Capital Management | 0.28% | Add +116.8% | 116,342 | $26.6M |
| MBE Wealth Management, LLC | 16.29% | Reduce -25.0% | 115,430 | $26.4M |
| Whitegate Investment Counselors, Inc. | 7.40% | Add +0.3% | 114,918 | $26.3M |
| Moller Wealth Partners | 7.11% | Reduce -0.4% | 114,894 | $26.3M |
| Penserra Capital Management LLC | 0.32% | New | 113,112 | $25.9M |
| Northern Trust Corp. | 0.00% | Add +2.4% | 112,713 | $25.8M |
| Bluestem Financial Advisors, LLC | 13.19% | Add +11.1% | 111,660 | $25.5M |
| United Capital Financial Advisors, LLC | 0.21% | Reduce -3.1% | 111,445 | $25.5M |
| Integrated Wealth Concepts LLC | 0.37% | Add +1.5% | 110,992 | $25.4M |
| Montag A & Associates Inc. | 1.27% | Add +0.8% | 110,559 | $25.3M |
| Ballast, Inc. | 7.90% | Add +0.5% | 109,317 | $25.0M |
| Wolff Financial Management LLC | 7.25% | Add +1.2% | 108,785 | $24.9M |
| Leavell Investment Management, Inc. | 1.43% | Add +1.5% | 108,164 | $24.7M |
| Crewe Advisors LLC | 2.83% | Reduce -0.2% | 106,356 | $24.3M |
| DT Investment Partners, LLC | 2.41% | Add +0.7% | 104,095 | $23.8M |
| Arax Advisory Partners | 2.47% | Reduce -1.8% | 102,329 | $23.4M |
| Patriot Investment Management Group, Inc. | 1.83% | Reduce -12.7% | 100,977 | $23.1M |
| CreativeOne Wealth, LLC | 0.90% | Add +18.7% | 99,089 | $22.6M |
| BCK Partners, Inc. | 12.11% | Reduce -0.2% | 99,016 | $22.6M |
| Clear Rock Advisors, LLC | 9.75% | Reduce -4.1% | 98,267 | $22.5M |
| EP Wealth Advisors, LLC | 0.26% | Reduce -3.0% | 97,605 | $22.3M |
| FIL Ltd | 0.02% | Add +1.0% | 97,517 | $22.3M |
| Woodmont Investment Counsel LLC | 1.85% | Add +1.9% | 96,033 | $22.0M |
| Spire Wealth Management | 0.40% | Reduce -0.9% | 42,935 | $21.9M |
| D.A. Davidson & Co. | 0.20% | Reduce -1.5% | 95,796 | $21.9M |
| Riverview Capital Advisers, LLC | 7.47% | Add +1.0% | 94,881 | $21.7M |
| 3Chopt Investment Partners, LLC | 8.90% | Reduce -4.3% | 94,800 | $21.7M |
| Financial Synergies Wealth Advisors, Inc. | 2.82% | Reduce -30.8% | 94,083 | $21.5M |
| WBH Advisory Inc. | 2.19% | Reduce -0.1% | 93,301 | $21.3M |
| Kohmann Bosshard Financial Services, LLC | 2.92% | Reduce -2.4% | 91,809 | $21.0M |
| Gratus Wealth Advisors, LLC | 3.83% | Reduce -5.4% | 99,036 | $20.9M |
| Savant Capital, LLC | 0.23% | Add +0.6% | 87,923 | $20.1M |
| Mountain Capital Investment Advisors Inc. | 5.63% | Add +10.3% | 89,210 | $20.1M |
| Berkshire Asset Management LLC | 1.04% | Add +0.2% | 85,819 | $19.6M |
| Cable Hill Partners, LLC | 2.40% | No change | 93,925 | $19.6M |
| BOK Financial Private Wealth, Inc. | 1.45% | Reduce -3.4% | 84,976 | $19.4M |
| Roof Eidam Maycock Peralta, LLC | 5.28% | Add +2.6% | 84,171 | $19.2M |
| Pure Financial Advisors, LLC | 0.60% | Reduce -0.4% | 84,068 | $19.2M |
| Stephens Inc. | 0.30% | Add +8.7% | 83,665 | $19.1M |
| Orion Porfolio Solutions, LLC | 0.20% | Reduce -0.8% | 83,409 | $19.1M |
| Orion Portfolio Solutions, LLC | 0.20% | Reduce -0.8% | 83,409 | $19.1M |
| Nelson Capital Management, LLC | 3.58% | Add +0.4% | 81,993 | $18.7M |
| Marshall Financial Group Inc. | 6.18% | Add +0.8% | 81,978 | $18.7M |
| St Germain D J Co. Inc. | 0.90% | Reduce -2.3% | 80,298 | $18.4M |
| Fiducient Advisors LLC | 3.60% | Reduce -7.7% | 79,555 | $18.2M |
| Hurlow Wealth Management Group, Inc. | 6.37% | Reduce -0.4% | 78,892 | $18.0M |
| Brookstone Capital Management | 0.32% | Add +10.0% | 77,740 | $17.8M |
| JFG Wealth Management, LLC | 4.74% | Add +4.8% | 77,397 | $17.7M |
| Beacon Pointe Advisors, LLC | 0.20% | Reduce -4.6% | 77,281 | $17.7M |
| Marietta Wealth Management, LLC | 2.91% | Add +0.7% | 77,050 | $17.6M |
| Coldstream Capital Management Inc. | 0.44% | Reduce -3.3% | 76,429 | $17.5M |
| Private Capital Management LLC | 3.83% | Reduce -1.1% | 76,087 | $17.4M |
| Northeast Investment Management | 0.85% | Add +6.6% | 76,066 | $17.4M |
| GenTrust, LLC | 1.06% | Reduce -2.2% | 75,342 | $17.2M |
| Annex Advisory Services, LLC | 0.60% | Reduce -44.7% | 74,478 | $17.0M |
| HB Wealth Management, LLC | 0.21% | Reduce -4.7% | 74,049 | $16.9M |
| Wooster Corthell Wealth Management, Inc. | 3.85% | Reduce -3.0% | 73,549 | $16.8M |
| Bradley Foster & Sargent Inc. | 0.30% | Add +8.1% | 73,436 | $16.8M |
| MBM Wealth Consultants, LLC | 5.88% | Add +0.8% | 73,190 | $16.7M |
| Merit Financial Group, LLC | 0.39% | Add +306.4% | 75,628 | $16.5M |
| Brown Financial Advisory | 12.85% | Reduce -0.3% | 72,357 | $16.5M |
| Modera Wealth Management, LLC | 0.25% | Add +14.4% | 71,890 | $16.4M |
| Salem Investment Counselors Inc. | 0.54% | Add +2.5% | 71,839 | $16.4M |
| Gemmer Asset Management LLC | 1.89% | Add +1.6% | 71,244 | $16.3M |
| Axxcess Wealth Management, LLC | 0.46% | Add +11.6% | 71,146 | $16.3M |
| Franklin Resources Inc. | 0.01% | Add +1.6% | 70,433 | $16.1M |
| SAM Advisors, LLC | 5.93% | Add +0.4% | 70,266 | $16.1M |
| Great Valley Advisor Group, Inc. | 0.48% | Add +1.3% | 69,197 | $15.8M |
| Arrow Financial Corp | 1.57% | Reduce -0.5% | 69,144 | $15.8M |
| Compton Wealth Advisory Group, LLC | 4.31% | Add +6.7% | 68,920 | $15.8M |
| Agf Management Ltd. | 0.09% | Add +3.4% | 68,781 | $15.7M |
| Full Sail Capital, LLC | 1.09% | Add +1.0% | 68,393 | $15.6M |
| Capital Asset Advisory Services LLC | 0.88% | Add +12.3% | 68,969 | $15.4M |
| AJ Advisors, LLC | 8.40% | Add +4.9% | 66,635 | $15.2M |
| Glenview Trust Co | 0.32% | Add +0.6% | 65,396 | $14.9M |
| Twele Capital Management, Inc. | 3.38% | Reduce -0.2% | 65,266 | $14.9M |
| Cadence Bank | 1.09% | Add +11.3% | 65,198 | $14.9M |
| DeDora Capital, Inc. | 4.71% | Add +17.7% | 64,752 | $14.8M |
| GDS Wealth Management | 1.71% | Add +2.7% | 63,990 | $14.6M |
| Whittier Trust Co. of Nevada Inc. | 0.42% | Add +4.3% | 63,977 | $14.6M |
| Bristlecone Advisors, LLC | 1.28% | Add +1.0% | 63,755 | $14.6M |
| Elm Partners Management LLC | 1.15% | Reduce -5.3% | 63,457 | $14.5M |
| B. Riley Wealth Advisors, Inc. | 0.39% | Add +34.0% | 76,648 | $14.5M |
| Koshinski Asset Management, Inc. | 1.48% | Add +456.7% | 63,098 | $14.4M |
| Peninsula Wealth, LLC | 2.85% | Reduce -25.0% | 62,558 | $14.3M |
| Crane Advisory, LLC | 2.87% | Add +9.8% | 64,212 | $14.2M |
| Wealth Architects, LLC | 1.88% | Reduce -1.5% | 62,251 | $14.2M |
| U.S. Capital Wealth Advisors, LLC | 0.55% | Reduce -0.9% | 62,071 | $14.2M |
| Allianz SE | 0.45% | — | 62,054 | $14.2M |
| Sage Rhino Capital LLC | 3.33% | Add +0.2% | 61,686 | $14.1M |
| Acropolis Investment Management, LLC | 0.92% | Reduce -2.7% | 61,669 | $14.1M |
| Golden Road Advisors LLC | 11.63% | Add +6.9% | 61,242 | $14.0M |
| AA Financial Advisors, LLC | 5.65% | Add +12.5% | 61,240 | $14.0M |
| Perigon Wealth Management, LLC | 0.42% | Add +1.4% | 60,414 | $13.8M |
| Daymark Wealth Partners, LLC | 0.74% | Add +5.5% | 60,144 | $13.7M |
| US Financial Advisors, LLC | 4.75% | Add +0.9% | 59,992 | $13.7M |
| Flagship Harbor Advisors, LLC | 0.88% | Reduce -6.7% | 59,959 | $13.7M |
| Atria Investments, Inc | 0.19% | Reduce -1.5% | 59,884 | $13.7M |
| Whittier Trust Co. | 0.20% | Reduce -3.7% | 59,830 | $13.7M |
| Strategic Investment Advisors / MI | 1.74% | Add +13.0% | 59,203 | $13.5M |
| McClarren Financial Advisors, Inc. | 9.69% | Add +0.6% | 59,023 | $13.5M |
| Brass Tax Wealth Management, Inc. | 7.03% | — | 58,989 | $13.5M |
| CIC Wealth, LLC | 3.91% | Reduce -12.1% | 58,848 | $13.5M |
| Clark Asset Management, LLC | 4.12% | Add +10.8% | 58,692 | $13.4M |
| Associated Banc-Corp | 0.42% | Add +14.6% | 58,309 | $13.3M |
| GoalVest Advisory LLC | 4.43% | Add +9.5% | 58,158 | $13.3M |
| Stratos Wealth Partners, LTD. | 0.22% | Reduce -8.2% | 57,838 | $13.2M |
| Charles Schwab Trust Co | 1.24% | Reduce -1.9% | 57,426 | $13.1M |
| Tectonic Advisors LLC | 1.00% | Reduce -0.0% | 57,418 | $13.1M |
| Buckingham Strategic Wealth, LLC | 0.14% | Reduce -0.6% | 56,987 | $13.0M |
| Capital Advisors Inc. | 0.28% | Reduce -7.6% | 56,461 | $12.9M |
| Staley Capital Advisers Inc. | 0.60% | Reduce -1.5% | 55,845 | $12.8M |
| Oppenheimer & Co. Inc. | 0.21% | Add +8.6% | 55,516 | $12.7M |
| EverSource Wealth Advisors, LLC | 0.99% | Add +24.4% | 58,581 | $12.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.39% | Reduce -4.9% | 54,694 | $12.5M |
| Plum Street Advisors, LLC | 6.33% | Add +8.2% | 52,696 | $12.5M |
| Lincoln National Corp. | 0.19% | Reduce -4.4% | 54,590 | $12.5M |
| CRA Financial Services, LLC | 2.71% | Add +4.0% | 54,578 | $12.5M |
| Simplicity Wealth,LLC | 0.30% | New | 54,184 | $12.4M |
| Koesten, Hirschmann & Crabtree, INC. | 7.94% | Reduce -0.4% | 54,101 | $12.4M |
| Dynamic Advisor Solutions LLC | 0.42% | Add +1.2% | 54,096 | $12.4M |
| Iron Horse Wealth Management, LLC | 4.88% | Add +3.5% | 53,986 | $12.3M |
| Cyndeo Wealth Partners, LLC | 1.02% | Add +662.2% | 53,905 | $12.3M |
| Lido Advisors, LLC | 0.11% | Add +3.6% | 53,895 | $12.3M |
| Bleakley Financial Group, LLC | 0.35% | Add +0.4% | 53,266 | $12.2M |
| Summit Financial, LLC | 0.72% | Add +2.3% | 52,951 | $12.1M |
| Asset Management Group, Inc. | 1.79% | Add +0.2% | 51,450 | $11.8M |
| TruWealth Advisors, LLC | 0.82% | Add +0.5% | 51,415 | $11.8M |
| Abound Wealth Management | 4.47% | Reduce -1.8% | 51,290 | $11.7M |
| Benjamin F. Edwards & Company, Inc. | 0.21% | Add +7.6% | 50,538 | $11.6M |
| Blair William & Co. | 0.04% | Add +10.5% | 50,346 | $11.5M |
| Steward Partners Investment Advisory, LLC | 0.13% | Add +47.1% | 50,114 | $11.5M |
| Orgel Wealth Management, LLC | 0.31% | Reduce -10.6% | 49,961 | $11.4M |
| Arkadios Wealth Advisors | 0.88% | Reduce -3.4% | 49,848 | $11.4M |
| Von Berge Wealth Management Group, LLC | 7.28% | Add +18.0% | 49,525 | $11.3M |
| White Wing Wealth Management | 9.37% | Reduce -0.6% | 49,825 | $11.3M |
| Atmos Advisory, LLC | 9.02% | Reduce -3.7% | 49,257 | $11.3M |
| St. Louis Trust Co | 1.76% | Add +90.8% | 49,389 | $11.2M |
| PDS Planning, Inc | 1.18% | Reduce -1.4% | 49,132 | $11.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.35% | Add +4790.9% | 49,105 | $11.2M |
| Cresset Asset Management, LLC | 0.05% | Add +39.8% | 48,962 | $11.2M |
| 25 LLC | 5.48% | Reduce -2.0% | 48,958 | $11.2M |
| David Kennon Inc | 4.77% | Reduce -7.1% | 48,780 | $11.2M |
| Horizons Wealth Management | 7.29% | No change | 52,186 | $11.1M |
| Red Wave Investments LLC | 4.17% | Reduce -5.3% | 48,641 | $11.1M |
| Compound Planning, Inc. | 1.02% | Reduce -3.3% | 48,226 | $11.0M |
| Sage Mountain Advisors LLC | 1.13% | Reduce -2.5% | 47,616 | $10.9M |
| Agate Pass Investment Management, LLC | 5.78% | Add +5.4% | 47,136 | $10.8M |
| GoalFusion Wealth Management, LLC | 6.86% | Add +1.2% | 47,095 | $10.8M |
| Venture Visionary Partners LLC | 0.51% | Reduce -9.3% | 47,014 | $10.7M |
| VestGen Investment Management | 3.24% | Reduce -2.0% | 46,709 | $10.7M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +6.1% | 46,619 | $10.7M |
| Condor Capital Management | 1.04% | Add +4.6% | 46,573 | $10.6M |
| Noble Family Wealth, LLC | 3.02% | Add +28.5% | 46,321 | $10.6M |
| Wedmont Private Capital | 0.77% | Add +3.5% | 46,995 | $10.6M |
| McAdam, LLC | 0.68% | Add +5.6% | 46,289 | $10.6M |
| Bartlett & Co. Wealth Management LLC | 0.16% | Reduce -0.3% | 46,228 | $10.6M |
| Aries Wealth Management | 3.36% | Add +2.6% | 45,667 | $10.4M |
| Rossmore Private Capital | 1.36% | Add +0.5% | 45,531 | $10.4M |
| Petredis Investment Advisors LLC | 1.25% | Add +1.4% | 45,457 | $10.4M |
| Focus Partners Advisor Solutions, LLC | 0.30% | Reduce -11.1% | 45,430 | $10.4M |
| High Note Wealth, LLC | 3.38% | Add +8.3% | 45,425 | $10.4M |
| Johnson Investment Counsel Inc. | 0.11% | Add +0.2% | 45,414 | $10.4M |
| Chilton Capital Management LLC | 0.49% | Add +19.1% | 45,074 | $10.3M |
| Arbor Wealth Advisors LLC | 9.70% | Add +0.3% | 44,941 | $10.3M |
| Institutional & Family Asset Management, LLC | 1.64% | Add +53.2% | 44,758 | $10.2M |
| Roberts Wealth Advisors, LLC | 3.81% | Add +4.8% | 47,697 | $10.2M |
| First Manhattan Co. Llc. | 0.03% | Reduce -2.8% | 44,203 | $10.1M |
| Fee-Only Financial Planning, L.C. | 6.82% | Reduce -1.0% | 44,205 | $10.1M |
| Spectrum Financial Alliance Ltd LLC | 3.94% | Add +0.4% | 44,202 | $10.1M |
| Concourse Financial Group Securities, Inc. | 0.65% | Add +33.9% | 44,194 | $10.1M |
| Monterey Private Wealth, Inc. | 4.05% | Add +8.3% | 44,153 | $10.1M |
| Capital Planning LLC | 3.28% | Add +8.1% | 43,993 | $10.1M |
| Ameritas Advisory Services, LLC | 0.41% | Add +84.2% | 44,998 | $10.0M |
| Compass Ion Advisors, LLC | 1.44% | Reduce -1.6% | 43,783 | $10.0M |
| Single Point Partners, LLC | 2.32% | Reduce -2.4% | 43,625 | $10.0M |
| Clarity Wealth Advisors, LLC | 3.34% | Add +2.5% | 43,273 | $9.9M |
| Steph & Co. | 3.39% | Add +2.4% | 43,118 | $9.9M |
| First National Corp. /Ma/ | 2.42% | No change | 46,149 | $9.8M |
| Redwood Investment Management, LLC | 0.93% | Add +0.0% | 42,813 | $9.8M |
| Evolution Wealth Advisors, LLC | 1.86% | Reduce -0.4% | 42,417 | $9.7M |
| TD Capital Management LLC | 1.03% | Add +0.1% | 42,407 | $9.7M |
| Parkside Advisors LLC | 2.49% | Add +5.0% | 42,350 | $9.7M |
| Exencial Wealth Advisors, LLC | 0.36% | Reduce -0.3% | 42,206 | $9.6M |
| CSM Advisors, LLC | 0.63% | Add +21.1% | 41,626 | $9.5M |
| Halpern Financial, Inc. | 2.75% | Add +3.0% | 42,291 | $9.5M |
| NORTHSTAR ASSET MANAGEMENT Co | 2.33% | Add +2.0% | 41,309 | $9.4M |
| O'shaughnessy Asset Management, LLC | 0.10% | Add +1.6% | 41,285 | $9.4M |
| Lazard Asset Management LLC | 0.01% | No change | 41,218 | $9.4M |
| Focused Wealth Management, Inc | 1.47% | Add +5.7% | 41,149 | $9.4M |
| Vawter Financial, Ltd. | 6.82% | Add +2.4% | 41,092 | $9.4M |
| O'Connor Financial Group LLC | 5.60% | Reduce -15.9% | 41,082 | $9.4M |
| Proquility Private Wealth Partners, LLC | 3.20% | Add +15.0% | 40,879 | $9.3M |
| Cherry Tree Wealth Management, LLC | 2.34% | Add +4.7% | 40,786 | $9.3M |
| Kathmere Capital Management, LLC | 1.06% | Add +6.1% | 40,673 | $9.3M |
| Circle Wealth Management, LLC | 0.23% | Reduce -31.0% | 40,671 | $9.3M |
| Bray Capital Advisors | 2.36% | Add +0.0% | 40,646 | $9.3M |
| McIlrath & Eck, LLC | 1.47% | Add +191.2% | 40,636 | $9.3M |
| Beacon Financial Strategies CORP | 6.65% | Add +2.0% | 40,346 | $9.2M |
| Compass Financial Group, Inc. | 4.91% | Reduce -0.1% | 40,304 | $9.2M |
| OneAscent Financial Services LLC | 1.01% | Add +26.7% | 40,048 | $9.2M |
| J.W. Cole Advisors, Inc. | 0.46% | Add +47.7% | 40,019 | $9.1M |
| Ashton Thomas Private Wealth, LLC | 0.52% | Add +4.2% | 39,970 | $9.1M |
| SVB Wealth LLC | 0.20% | Add +28.6% | 39,642 | $9.1M |
| Bear Mountain Capital, Inc. | 3.89% | Reduce -5.4% | 42,697 | $9.0M |
| Kearns & Associates LLC | 6.98% | Add +9.1% | 39,416 | $9.0M |
| Gray Wealth Management Inc. | 4.02% | Add +1.3% | 39,400 | $9.0M |
| Frontier Asset Management, LLC | 3.30% | Reduce -2.3% | 39,280 | $9.0M |
| Culbertson A N & Co. Inc. | 1.54% | Add +0.9% | 38,970 | $8.9M |
| Lokken Investment Group LLC | 4.42% | Add +48.4% | 38,828 | $8.9M |
| Ballentine Partners, LLC | 0.17% | Add +4.9% | 38,762 | $8.9M |
| Principal Securities, Inc. | 0.28% | Add +9.5% | 38,637 | $8.8M |
| Florida Trust Wealth Management Co | 0.30% | Add +2.3% | 38,463 | $8.8M |
| Peddock Capital Advisors, LLC | 2.30% | Add +12.9% | 38,386 | $8.8M |
| Empower Advisory Group, LLC | 0.03% | Reduce -4.0% | 38,275 | $8.7M |
| Smith & Howard Wealth Management, LLC | 2.70% | Reduce -4.6% | 38,152 | $8.7M |
| OneDigital Investment Advisors LLC | 0.14% | Add +10.1% | 38,085 | $8.7M |
| Webster Bank, N. A. | 0.97% | Reduce -11.8% | 37,824 | $8.6M |
| Hoylecohen, LLC | 0.66% | Reduce -0.1% | 37,801 | $8.6M |
| Allworth Financial LP | 0.06% | Reduce -1.2% | 37,676 | $8.6M |
| Caprock Group, LLC | 0.49% | Add +6.7% | 37,634 | $8.6M |
| Trust Co of the South | 1.98% | Add +38.9% | 37,568 | $8.6M |
| Nicolet Advisory Services, LLC | 0.86% | Reduce -13.9% | 37,601 | $8.5M |
| Kestra Private Wealth Services, LLC | 0.19% | Reduce -0.9% | 36,893 | $8.4M |
| Empowered Funds, LLC | 0.15% | Reduce -73.3% | 36,790 | $8.4M |
| Aspiriant, LLC | 0.35% | Add +19.1% | 36,617 | $8.4M |
| Sand Hill Global Advisors, LLC | 0.39% | Reduce -3.5% | 36,338 | $8.3M |
| Benchmark Wealth Management, LLC | 4.50% | Add +0.2% | 36,090 | $8.2M |
| Bond & Devick Financial Network, Inc. | 4.44% | Add +0.5% | 35,834 | $8.2M |
| Family Investment Center, Inc. | 2.63% | Reduce -12.3% | 35,776 | $8.2M |
| WESCAP Management Group, Inc. | 2.37% | Reduce -1.4% | 35,740 | $8.2M |
| Evergreen Capital Management LLC | 0.31% | Add +14.2% | 35,697 | $8.2M |
| JDM Financial Group LLC | 5.94% | Add +9.8% | 35,663 | $8.2M |
| GeoWealth Management, LLC | 0.32% | Add +13049.8% | 35,636 | $8.1M |
| DORVAL Corp | 3.76% | Add +0.6% | 37,007 | $8.1M |
| Bailard, Inc. | 0.22% | No change | 35,382 | $8.1M |
| Waller Financial Planning Group, Inc. | 2.14% | Reduce -3.9% | 35,213 | $8.0M |
| Fonville Wealth Management LLC | 3.56% | Add +7.9% | 35,175 | $8.0M |
| Curran Financial Partners, LLC | 2.76% | Add +5.4% | 34,749 | $7.9M |
| Warwick Investment Management, Inc. | 1.90% | Reduce -30.4% | 34,731 | $7.9M |
| Praetorian Wealth Management, Inc. | 2.12% | Reduce -1.2% | 34,728 | $7.9M |
| Harbor Advisory Corp. | 2.69% | Add +0.8% | 34,634 | $7.9M |
| SageView Advisory Group, LLC | 0.40% | Reduce -16.9% | 22,869 | $7.9M |
| Sandy Cove Advisors, LLC | 3.62% | Add +2.0% | 34,332 | $7.8M |
| Gilman Hill Asset Management, LLC | 1.40% | Add +30.1% | 34,194 | $7.8M |
| Apella Capital, LLC | 0.39% | Add +22.6% | 34,505 | $7.8M |
| Hoge Financial Services, LLC | 6.32% | Add +14.4% | 33,850 | $7.7M |
| Ratio Wealth Group | 1.44% | Add +4.0% | 33,842 | $7.7M |
| Auto-Owners Insurance Co | 0.20% | No change | 33,598 | $7.7M |
| First Heartland Consultants, Inc. | 0.80% | Add +4.8% | 33,519 | $7.7M |
| Arkos Global Advisors | 1.27% | Reduce -2.7% | 33,453 | $7.6M |
| Axiom Financial Strategies, LLC | 4.84% | Reduce -0.9% | 33,268 | $7.6M |
| Capital Group Private Client Services, Inc. | 0.08% | Add +179.3% | 32,937 | $7.5M |
| Brick & Kyle, Associates | 3.35% | Add +125.9% | 33,577 | $7.5M |
| Crestwood Advisors Group, LLC | 0.16% | Add +6.3% | 32,718 | $7.5M |
| Logan Capital Management Inc. | 0.32% | Add +0.3% | 32,509 | $7.4M |
| Annapolis Financial Services, LLC | 2.43% | Reduce -1.9% | 32,272 | $7.4M |
| Ancora Advisors LLC | 0.17% | Add +13.9% | 32,230 | $7.4M |
| Global Retirement Partners, LLC | 0.27% | Add +0.3% | 31,965 | $7.3M |
| Chesley Taft & Associates LLC | 0.37% | Add +1.4% | 31,874 | $7.3M |
| Howard Wealth Management, LLC | 5.91% | Add +0.3% | 31,769 | $7.3M |
| Black Diamond Financial, LLC | 1.96% | No change | 34,008 | $7.3M |
| Brooklyn FI, LLC | 2.98% | Add +7.2% | 31,677 | $7.2M |
| Johnson Bixby & Associates, LLC | 1.25% | Reduce -1.1% | 31,541 | $7.2M |
| Oldfather Financial Services, LLC | 2.96% | Add +0.1% | 31,447 | $7.2M |
| Waverly Advisors, LLC | 0.17% | Add +57.3% | 31,354 | $7.2M |
| Cornerstone National Bank & Trust Co | 3.59% | Add +8.5% | 31,186 | $7.1M |
| Fi3 FINANCIAL ADVISORS, LLC | 3.27% | Reduce -10.6% | 32,491 | $7.1M |
| Greytown Advisors Inc. | 4.00% | Reduce -8.4% | 31,062 | $7.1M |
| TD Private Client Wealth LLC | 0.23% | Add +16.5% | 30,934 | $7.1M |
| Focus Partners Wealth | 0.06% | Add +4.0% | 30,822 | $7.0M |
| Latigo Investments, LLC | 3.59% | Add +0.3% | 30,671 | $7.0M |
| Manchester Capital Management LLC | 0.86% | Reduce -1.4% | 30,652 | $7.0M |
| Dynasty Wealth Management, LLC | 0.22% | — | 30,610 | $7.0M |
| Edge Capital Group, LLC | 0.34% | Add +0.8% | 30,203 | $6.9M |
| Fishman Jay A Ltd. | 0.76% | Reduce -7.0% | 30,166 | $6.9M |
| NorthCoast Asset Management LLC | 0.09% | Add +11.0% | 30,120 | $6.9M |
| Leeward Financial Partners, LLC | 2.91% | Add +8.7% | 30,074 | $6.9M |
| TriaGen Wealth Management LLC | 2.85% | Add +11.3% | 30,047 | $6.9M |
| Cambridge Advisors Inc. | 1.61% | No change | 29,960 | $6.8M |
| Capital Management Associates, Inc | 5.03% | Add +1.3% | 29,879 | $6.8M |
| Haverford Trust Co | 0.07% | Reduce -4.9% | 29,701 | $6.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.80% | Reduce -31.8% | 29,650 | $6.8M |
| Wells Financial Advisors INC | 4.61% | Reduce -2.7% | 29,587 | $6.8M |
| Nwam LLC | 0.54% | Reduce -17.2% | 29,979 | $6.7M |
| Pinion Investment Advisors, LLC | 3.48% | Add +18.1% | 29,300 | $6.7M |
| Caliber Wealth Management, LLC | 3.55% | Add +3.3% | 29,228 | $6.7M |
| Old Mission Investment Co LLC | 2.21% | Reduce -4.1% | 28,938 | $6.6M |
| Abacus Planning Group, Inc. | 1.29% | Add +0.9% | 28,884 | $6.6M |
| NavPoint Financial, Inc. | 5.72% | Reduce -5.2% | 28,769 | $6.6M |
| Rwa Wealth Partners, LLC | 0.09% | Add +50.0% | 28,352 | $6.5M |
| Rehmann Capital Advisory Group | 0.48% | Reduce -0.5% | 28,271 | $6.5M |
| Visionary Wealth Advisors | 0.43% | Reduce -11.6% | 27,810 | $6.4M |
| Waypoint Capital Advisors, LLC | 1.66% | Add +5.8% | 27,702 | $6.3M |
| Evercore Wealth Management, LLC | 0.10% | Reduce -3.8% | 27,638 | $6.3M |
| Penney Financial, LLC | 4.65% | Add +4.9% | 27,530 | $6.3M |
| Financial Counselors Inc. | 0.11% | Add +0.8% | 27,520 | $6.3M |
| Raymond James Trust N.A. | 0.15% | Add +6.6% | 27,416 | $6.3M |
| Valmark Advisers, Inc. | 0.11% | Add +3.3% | 27,385 | $6.3M |
| Evolution Advisers, Inc. | 3.65% | Add +0.9% | 27,051 | $6.2M |
| Integrated Advisors Network LLC | 0.32% | Add +21.1% | 27,045 | $6.2M |
| Better Money Decisions, LLC | 4.85% | Reduce -21.4% | 26,747 | $6.1M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.62% | Reduce -1.9% | 26,748 | $6.1M |
| Sawgrass Asset Management LLC | 0.67% | Add +10.8% | 26,685 | $6.1M |
| Cozad Asset Management Inc. | 0.63% | Add +1.6% | 26,622 | $6.1M |
| Petix & Botte Co | 1.51% | Add +81.9% | 26,621 | $6.1M |
| Ruggaard & Associates LLC | 2.86% | Add +7.0% | 26,313 | $6.0M |
| Quest Investment Management LLC | 0.67% | Reduce -7.7% | 26,191 | $6.0M |
| Bokf, NA | 0.11% | Add +20.2% | 26,350 | $6.0M |
| Family Wealth Partners, LLC | 3.37% | Reduce -9.6% | 26,027 | $5.9M |
| QRG Capital Management, Inc. | 0.07% | Add +1.6% | 25,786 | $5.9M |
| Larson Financial Group LLC | 0.46% | Add +3.6% | 25,770 | $5.9M |
| Galvin, Gaustad & Stein, LLC | 0.55% | Reduce -2.2% | 25,628 | $5.9M |
| Asset Planning Corporation | 4.27% | Reduce -48.5% | 25,613 | $5.9M |
| Beirne Wealth Consulting Services, LLC | 2.48% | Add +604.5% | 25,574 | $5.8M |
| Laird Norton Wetherby Trust Company, LLC | 0.79% | No change | 25,552 | $5.8M |
| McNamara Financial Services, Inc. | 1.25% | Add +0.6% | 25,536 | $5.8M |
| Performance Wealth Partners, LLC | 0.24% | Reduce -36.1% | 25,520 | $5.8M |
| D'Orazio & Associates, Inc. | 0.94% | Reduce -28.6% | 25,454 | $5.8M |
| Stratos Wealth Advisors, LLC | 0.34% | Add +1.8% | 25,411 | $5.8M |
| Private Portfolio Partners LLC | 1.20% | Add +0.6% | 25,249 | $5.8M |
| Ameritas Investment Partners, Inc. | 0.20% | Add +7.1% | 25,217 | $5.8M |
| First Merchants Corp. | 0.43% | Reduce -1.6% | 25,005 | $5.7M |
| First PREMIER Bank | 1.51% | Reduce -6.5% | 24,967 | $5.7M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -11.7% | 24,930 | $5.7M |
| Brightwater Advisory LLC | 4.57% | Add +1.9% | 24,907 | $5.7M |
| Mutual Advisors, LLC | 0.18% | Reduce -18.8% | 24,457 | $5.6M |
| Walkner Condon Financial Advisors LLC | 1.19% | Add +2.6% | 24,449 | $5.6M |
| Rareview Capital LLC | 5.49% | Add +13.3% | 24,416 | $5.6M |
| Salomon & Ludwin, LLC | 0.48% | Add +10.3% | 24,394 | $5.6M |
| Grove Bank & Trust | 0.94% | Add +3.7% | 24,335 | $5.6M |
| Farrell Financial LLC | 4.53% | Add +5.2% | 24,193 | $5.5M |
| Parker Financial LLC | 3.12% | Reduce -2.9% | 23,932 | $5.5M |
| Bernardo Wealth Planning LLC | 1.52% | Add +24.8% | 23,905 | $5.5M |
| WASHINGTON TRUST Co | 0.20% | Add +3.8% | 23,882 | $5.5M |
| Cadent Capital Advisors, LLC | 2.17% | Add +0.1% | 23,733 | $5.4M |
| Headinvest, LLC | 1.06% | Add +11.2% | 23,721 | $5.4M |
| American Investment Services, Inc. | 0.96% | Add +1.3% | 23,653 | $5.4M |
| Cwm, LLC | 0.03% | Add +8.2% | 23,604 | $5.4M |
| White Lighthouse Investment Management Inc. | 1.10% | Add +2.9% | 23,599 | $5.4M |
| Prudential Financial Inc. | 0.01% | Reduce -1.4% | 23,560 | $5.4M |
| Wambolt & Associates, LLC | 1.61% | Add +135.6% | 23,649 | $5.4M |
| Bay Harbor Wealth Management, LLC | 1.92% | Reduce -1.7% | 23,356 | $5.3M |
| Dunhill Financial, LLC | 3.92% | Add +8.8% | 23,158 | $5.3M |
| Mill Creek Capital Advisors, LLC | 0.14% | Reduce -6.4% | 22,837 | $5.2M |
| Aptus Capital Advisors, LLC | 0.11% | Add +185.2% | 22,798 | $5.2M |
| Snowden Capital Advisors LLC | 0.16% | Reduce -13.2% | 22,715 | $5.2M |
| Cypress Wealth Services, LLC | 1.21% | Reduce -0.8% | 22,686 | $5.2M |
| Lane & Associates LLC | 3.26% | Reduce -2.3% | 22,660 | $5.2M |
| Proffitt & Goodson Inc. | 0.92% | Reduce -3.0% | 22,641 | $5.2M |
| Mitchell McLeod Pugh & Williams Inc. | 1.24% | Add +2.3% | 22,540 | $5.2M |
| Hartline Investment Corp./ | 0.90% | New | 22,460 | $5.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.90% | Reduce -8.1% | 22,460 | $5.1M |
| Advisor OS, LLC | 0.59% | Add +1.3% | 22,407 | $5.1M |
| Cedar Brook Financial Partners, LLC | 1.01% | Add +21.2% | 22,289 | $5.1M |
| Greenhouse Wealth Management, LLC | 3.81% | Reduce -0.8% | 22,218 | $5.1M |
| Sovereign Financial Group, Inc. | 1.35% | Add +5.3% | 22,201 | $5.1M |
| Prepared Retirement Institute LLC | 3.78% | Reduce -11.4% | 22,150 | $5.1M |
| Colony Family Offices, LLC | 1.64% | Add +12.9% | 22,139 | $5.1M |
| PFG Investments, LLC | 0.30% | Add +266.7% | 22,048 | $5.0M |
| Connectus Wealth, LLC | 0.14% | Add +0.4% | 22,003 | $5.0M |
| Essex Financial Services, Inc. | 0.46% | Add +0.9% | 21,933 | $5.0M |
| Aveo Capital Partners, LLC | 0.55% | Add +14.4% | 22,878 | $5.0M |
| LongView Wealth Management | 1.97% | Reduce -4.6% | 21,754 | $5.0M |
| BluePointe Capital Management, LLC | 3.41% | Add +18.2% | 21,728 | $5.0M |
| Continuum Advisory, LLC | 0.74% | Add +1.1% | 22,224 | $5.0M |
| Ramiah Investment Group | 4.65% | Add +6.3% | 21,627 | $4.9M |
| Index Fund Advisors, Inc. | 0.27% | Add +0.1% | 21,573 | $4.9M |
| Soundmark Wealth Management, LLC | 2.19% | Add +17.8% | 21,550 | $4.9M |
| One Capital Management, LLC | 0.18% | Add +1.4% | 21,550 | $4.9M |
| Prospera Financial Services Inc | 0.15% | Reduce -0.5% | 21,366 | $4.9M |
| Advisory Services Network, LLC | 0.11% | Add +1.6% | 21,373 | $4.9M |
| Dagco, Inc. | 2.22% | New | 21,317 | $4.9M |
| Financial Futures Ltd Liability Co. | 3.22% | Add +7.3% | 21,270 | $4.9M |
| Quaker Wealth Management, LLC | 1.97% | New | 21,231 | $4.9M |
| Stage Harbor Financial, LLC | 4.40% | Reduce -1.1% | 21,175 | $4.8M |
| United Bank | 0.57% | Add +1.2% | 21,007 | $4.8M |
| Newton One Investments LLC | 2.11% | Reduce -1.2% | 20,967 | $4.8M |
| Fifth Third Wealth Advisors LLC | 0.75% | Add +529.0% | 20,960 | $4.8M |
| Cabot-Wellington, LLC | 1.85% | No change | 20,868 | $4.8M |
| Waycross Investment Management Co | 4.44% | Add +9.7% | 20,861 | $4.8M |
| Wealthcare Advisory Partners LLC | 0.16% | Reduce -6.9% | 20,833 | $4.8M |
| Martel Wealth Advisors LLC | 1.03% | Reduce -4.3% | 20,773 | $4.7M |
| Certified Advisory Corp | 0.66% | Reduce -0.6% | 20,727 | $4.7M |
| Pathway Financial Advisors LLC | 1.28% | Reduce -0.3% | 20,702 | $4.7M |
| Aspire Private Capital, LLC | 1.24% | Add +5.8% | 20,642 | $4.7M |
| Townsquare Capital LLC | 0.07% | Add +156.4% | 20,630 | $4.7M |
| Cary Street Partners Investment Advisory LLC | 0.20% | Add +12.1% | 20,562 | $4.7M |
| Fifth Third Securities, Inc. | 0.45% | Add +0.3% | 20,491 | $4.7M |
| Texas Yale Capital Corp. | 0.21% | Add +4.4% | 20,379 | $4.7M |
| Balanced Wealth Group LLC | 2.07% | Add +9.5% | 20,791 | $4.6M |
| Gill Capital Partners, LLC | 1.87% | Add +14.8% | 21,707 | $4.6M |
| Arcadia Wealth Management, LLC | 2.84% | Add +7.4% | 20,185 | $4.6M |
| Freestone Capital Holdings, LLC | 0.17% | Add +8.6% | 20,011 | $4.6M |
| Sigma Planning Corp | 0.14% | Add +169.0% | 19,984 | $4.6M |
| Roundview Capital LLC | 0.37% | Add +2.7% | 19,867 | $4.5M |
| Summit Wealth Partners, LLC | 0.96% | Reduce -2.4% | 19,726 | $4.5M |
| AQR Capital Management | 0.01% | New | 19,725 | $4.5M |
| Thrive Wealth Management, LLC | 0.93% | Reduce -17.8% | 19,646 | $4.5M |
| Asset Dedication, LLC | 0.33% | Add +561.9% | 19,731 | $4.5M |
| Jmac Enterprises LLC | 0.83% | Add +2.2% | 19,590 | $4.5M |
| JMG Financial Group, Ltd. | 0.17% | Reduce -2.3% | 19,588 | $4.5M |
| Mackenzie Financial Corp. | 0.01% | Add +17.3% | 19,579 | $4.5M |
| Wilson & Boucher Capital Management, LLC | 3.52% | Reduce -0.6% | 19,562 | $4.5M |
| Concurrent Investment Advisors, LLC | 0.18% | Reduce -11.4% | 19,498 | $4.5M |
| RW Investment Management LLC | 0.62% | Reduce -6.8% | 19,454 | $4.4M |
| Simon Quick Advisors, LLC | 0.33% | Add +0.3% | 19,419 | $4.4M |
| IFG Advisors, LLC | 1.15% | Add +0.9% | 19,418 | $4.4M |
| WP Advisors, LLC | 1.46% | Add +13.3% | 19,405 | $4.4M |
| Summit Global Investments | 0.33% | Reduce -51.2% | 19,363 | $4.4M |
| Topel & Distasi Wealth Management, LLC | 1.95% | Add +0.3% | 19,247 | $4.4M |
| Prosperitas Financial LLC | 2.78% | Add +3.7% | 18,960 | $4.3M |
| Michelson Medical Research Foundation, Inc. | 2.62% | No change | 18,910 | $4.3M |
| Commerce Bank | 0.03% | Add +1.4% | 18,883 | $4.3M |
| Ti-Trust, Inc. | 3.17% | Add +1.8% | 18,872 | $4.3M |
| Sage Financial Group Inc. | 0.39% | Reduce -7.5% | 18,850 | $4.3M |
| James J. Burns & Company, LLC | 1.50% | Reduce -25.8% | 19,216 | $4.3M |
| Baron Silver Stevens Financial Advisors, LLC | 0.83% | Add +3.8% | 18,705 | $4.3M |
| Gleason Group, Inc. | 0.89% | Reduce -0.4% | 18,615 | $4.3M |
| Beacon Financial Planning, Inc. | 2.97% | Add +9.7% | 18,593 | $4.3M |
| PAX Financial Group, LLC | 0.85% | Reduce -4.4% | 18,572 | $4.2M |
| Sandy Spring Bank | 0.19% | Add +9.0% | 18,482 | $4.2M |
| Bridgewealth Advisory Group, LLC | 2.06% | Add +101.7% | 18,414 | $4.2M |
| Carmichael Hill & Associates, Inc. | 1.73% | Add +5.3% | 18,377 | $4.2M |
| Roble, Belko & Company, Inc | 0.72% | Add +1.8% | 18,287 | $4.2M |
| Lindbrook Capital, LLC | 0.39% | Reduce -14.9% | 18,210 | $4.2M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +1.1% | 18,204 | $4.2M |
| Peterson Wealth Advisors, LLC | 0.88% | Reduce -0.4% | 18,174 | $4.2M |
| Moneco Advisors, LLC | 0.66% | Add +10.9% | 18,163 | $4.2M |
| Nadler Financial Group, Inc. | 0.51% | Add +0.4% | 18,136 | $4.1M |
| Washington Trust Bank | 0.39% | Add +1.0% | 18,082 | $4.1M |
| Farmers & Merchants Investments Inc. | 0.14% | No change | 18,045 | $4.1M |
| S.A. Mason LLC | 2.47% | Add +1.5% | 17,980 | $4.1M |
| Optimist Retirement Group LLC | 2.10% | Add +3.3% | 17,904 | $4.1M |
| Mokosak Advisory Group, LLC | 1.35% | Add +0.2% | 17,896 | $4.1M |
| Mesirow Financial Investment Management, Inc. | 0.09% | Reduce -4.7% | 17,817 | $4.1M |
| First Bancorp, Inc | 3.07% | Reduce -4.1% | 17,746 | $4.1M |
| Flputnam Investment Management Co. | 0.09% | Add +3.1% | 17,682 | $4.0M |
| Allen Mooney & Barnes Investment Advisors LLC | 0.78% | Reduce -2.3% | 18,295 | $4.0M |
| Regal Investment Advisors LLC | 0.28% | Add +3.7% | 17,654 | $4.0M |
| Keeley-Teton Advisors, LLC | 0.50% | Add +10.5% | 17,646 | $4.0M |
| Keystone Financial Group | 0.59% | Add +3.0% | 17,562 | $4.0M |
| Frazier Financial Advisors, LLC | 3.26% | Add +0.9% | 17,388 | $4.0M |
| Optas, LLC | 1.08% | Reduce -21.7% | 17,385 | $4.0M |
| Calamos Wealth Management LLC | 0.23% | No change | 17,345 | $4.0M |
| Mystic Asset Management, Inc. | 1.64% | Add +0.0% | 17,342 | $4.0M |
| Financial Freedom, LLC | 2.34% | Reduce -1.1% | 17,310 | $4.0M |
| Cornerstone Wealth Management, LLC | 0.32% | Reduce -5.0% | 17,192 | $3.9M |
| RiverGlades Family Offices LLC | 3.13% | Add +1.0% | 17,582 | $3.9M |
| PFG Advisors | 0.29% | Add +2.2% | 17,171 | $3.9M |
| Clayton Financial Group LLC | 1.78% | Add +12.3% | 17,121 | $3.9M |
| Connable Office Inc. | 0.44% | Reduce -10.0% | 17,054 | $3.9M |
| BIP Wealth, LLC | 0.28% | Add +9.5% | 17,029 | $3.9M |
| KFA Private Wealth Group, LLC | 1.19% | Add +5.5% | 16,766 | $3.8M |
| Thoroughbred Financial Services, LLC | 0.37% | Reduce -9.9% | 16,755 | $3.8M |
| Orrstown Financial Services Inc. | 2.13% | Add +118.2% | 16,722 | $3.8M |
| Citadel Advisors | 0.00% | New | 16,609 | $3.8M |
| Mayport, LLC | 1.45% | Add +1.1% | 16,588 | $3.8M |
| MY Wealth Management Inc. | 4.16% | Reduce -13.6% | 16,517 | $3.8M |
| Harbour Investments, Inc. | 0.13% | Add +9.8% | 16,336 | $3.7M |
| Main Street Financial Solutions, LLC | 0.40% | Reduce -45.7% | 16,327 | $3.7M |
| Wealth Alliance, LLC | 0.49% | Reduce -2.0% | 16,255 | $3.7M |
| Wbi Investments, LLC | 0.77% | Reduce -67.8% | 16,190 | $3.7M |
| First Horizon Advisors, Inc. | 0.11% | Reduce -5.8% | 16,093 | $3.7M |
| Magnus Financial Group LLC | 0.44% | Reduce -2.5% | 16,058 | $3.7M |
| One Day In July LLC | 0.49% | Add +1.4% | 16,000 | $3.7M |
| Checchi Capital Advisers, LLC | 0.28% | Reduce -12.0% | 15,913 | $3.6M |
| Avior Wealth Management, LLC | 0.17% | Add +58.5% | 16,002 | $3.6M |
| Financial Insights, Inc. | 1.04% | Reduce -11.7% | 15,889 | $3.6M |
| Waldron Private Wealth LLC | 0.16% | No change | 15,830 | $3.6M |
| Sensible Financial Planning & Management, LLC. | 0.80% | Add +9.8% | 15,820 | $3.6M |
| Mycio Wealth Partners, LLC | 0.91% | Add +0.1% | 15,751 | $3.6M |
| Ironwood Investment Counsel, LLC | 0.63% | Reduce -4.0% | 15,716 | $3.6M |
| RTD Financial Advisors, Inc. | 0.48% | Reduce -6.9% | 15,662 | $3.6M |
| STAR Financial Bank | 3.04% | Add +1.5% | 15,546 | $3.6M |
| Stephens Consulting, LLC | 1.09% | Add +2.5% | 15,532 | $3.6M |
| Meeder Advisory Services, Inc. | 0.36% | Add +5.8% | 15,385 | $3.5M |
| Kingswood Wealth Advisors, LLC | 0.41% | Reduce -31.3% | 15,374 | $3.5M |
| Graypoint LLC | 0.25% | Reduce -6.4% | 15,323 | $3.5M |
| Simmons Bank | 0.26% | Reduce -2.9% | 15,281 | $3.5M |
| Keybank National Association | 0.01% | Add +2.1% | 15,196 | $3.5M |
| Benedetti & Gucer, Inc. | 1.72% | Add +3.1% | 15,131 | $3.5M |
| Anderson Hoagland & Co. | 0.39% | Add +2.6% | 15,655 | $3.5M |
| Pinnacle Financial Partners Inc | 0.07% | Add +178.2% | 15,091 | $3.4M |
| Paulson Wealth Management Inc. | 1.01% | Reduce -7.3% | 15,066 | $3.4M |
| Consolidated Portfolio Review Corp | 0.90% | Reduce -4.0% | 15,016 | $3.4M |
| Beacon Bridge Wealth Partners, LLC | 1.62% | Reduce -30.6% | 15,015 | $3.4M |
| Lynch Asset Management, Inc. | 1.61% | No change | 15,000 | $3.4M |
| Warner Financial, Inc. | 1.72% | Add +5.9% | 14,987 | $3.4M |
| Claro Advisors Inc. | 0.60% | Reduce -6.7% | 14,976 | $3.4M |
| Integral Investment Advisors, Inc. | 1.41% | New | 14,975 | $3.4M |
| MAS Advisors LLC | 3.93% | Add +0.3% | 14,881 | $3.4M |
| Fiduciary Family Office, LLC | 1.33% | Add +52.0% | 14,869 | $3.4M |
| Courier Capital LLC | 0.24% | Add +0.0% | 14,736 | $3.4M |
| Gradient Capital Advisors, LLC | 1.24% | Add +0.1% | 14,735 | $3.4M |
| Pinnacle Financial Group, LLC / IL | 1.47% | Add +3.7% | 14,687 | $3.4M |
| StoneX Group Inc. | 0.30% | Reduce -18.0% | 14,640 | $3.3M |
| Taylor & Morgan Wealth Management, LLC | 2.46% | No change | 14,637 | $3.3M |
| Old North State Wealth Management, LLC | 2.18% | Reduce -2.5% | 14,570 | $3.3M |
| Glass Jacobson Investment Advisors llc | 1.25% | Add +3.2% | 14,583 | $3.3M |
| Mather Group, Llc. | 0.05% | Reduce -7.4% | 15,616 | $3.3M |
| Sepio Capital, LP | 0.29% | Add +0.1% | 14,572 | $3.3M |
| Dakota Wealth Management | 0.08% | Add +4.2% | 14,560 | $3.3M |
| CoreCap Advisors, LLC | 0.18% | Add +3.5% | 14,512 | $3.3M |
| Ieq Capital, LLC | 0.05% | Add +12.1% | 14,378 | $3.3M |
| Ausdal Financial Partners, Inc. | 0.38% | Add +3.4% | 14,323 | $3.3M |
| Strategic Blueprint, LLC | 0.23% | Reduce -7.3% | 14,276 | $3.3M |
| Financial Advisory Partners, LLC | 1.26% | Reduce -14.5% | 14,266 | $3.3M |
| waypoint wealth counsel | 2.50% | Reduce -0.6% | 14,205 | $3.2M |
| Independent Financial Group, LLC | 0.15% | Reduce -10.8% | 14,196 | $3.2M |
| DAVENPORT & Co LLC | 0.02% | Reduce -4.7% | 14,194 | $3.2M |
| Great Point Wealth Advisors, LLC | 0.76% | No change | 14,192 | $3.2M |
| Ascent Group, LLC | 0.28% | Add +0.6% | 14,104 | $3.2M |
| Synovus Financial Corp. | 0.04% | Add +3.3% | 14,075 | $3.2M |
| Semmax Financial Advisors Inc. | 1.06% | Add +12.5% | 14,417 | $3.2M |
| Meridian Financial Advisors, LLC | 2.40% | Add +0.4% | 14,052 | $3.2M |
| Cambridge Capital Management, LLC | 2.51% | Add +3.0% | 14,013 | $3.2M |
| Jacobsen Capital Management | 1.48% | New | 14,001 | $3.2M |
| Modus Advisors, LLC | 1.18% | Reduce -18.9% | 13,949 | $3.2M |
| Greenwich Wealth Management LLC | 0.25% | Add +2.6% | 13,936 | $3.2M |
| Roth Financial Partners LLC | 1.40% | Add +3.6% | 13,865 | $3.2M |
| Narus Financial Partners, LLC | 1.35% | Add +5.2% | 13,852 | $3.2M |
| Goelzer Investment Management, Inc. | 0.18% | Reduce -7.8% | 13,826 | $3.2M |
| HBC Financial Services, PLLC | 2.14% | Reduce -0.6% | 14,747 | $3.2M |
| FinDec Wealth Services, Inc. | 1.98% | Reduce -0.6% | 13,766 | $3.1M |
| Kennicott Capital Management LLC | 1.39% | No change | 13,742 | $3.1M |
| Elevated Capital Advisors, LLC | 0.90% | Add +1.9% | 13,718 | $3.1M |
| Frank, Rimerman Advisors LLC | 0.60% | Reduce -0.8% | 13,716 | $3.1M |
| Heritage Trust Co | 0.42% | No change | 13,641 | $3.1M |
| Highland Capital Management, LLC | 0.18% | Reduce -7.6% | 13,629 | $3.1M |
| Bragg Financial Advisors, Inc | 0.14% | Reduce -0.6% | 13,608 | $3.1M |
| Mgo One Seven LLC | 0.16% | Add +6.2% | 13,604 | $3.1M |
| West Financial Advisors, LLC | 0.67% | Reduce -4.7% | 13,593 | $3.1M |
| SOL Capital Management CO | 0.39% | Reduce -1.9% | 13,568 | $3.1M |
| Objective Capital Management, LLC | 2.09% | Reduce -0.7% | 13,536 | $3.1M |
| SOA Wealth Advisors, LLC. | 0.64% | Add +0.9% | 13,529 | $3.1M |
| General Partner, Inc. | 1.94% | No change | 13,500 | $3.1M |
| Accredited Investors Inc. | 0.20% | Add +0.5% | 13,474 | $3.1M |
| Great Lakes Advisors, LLC | 0.03% | Add +1.4% | 13,421 | $3.1M |
| Wade Financial Advisory, Inc | 1.12% | Reduce -0.9% | 13,421 | $3.1M |
| McKinley Carter Wealth Services, Inc. | 0.20% | Reduce -15.1% | 13,243 | $3.0M |
| Sowell Financial Services LLC | 0.14% | Reduce -24.1% | 13,188 | $3.0M |
| Investment Research & Advisory Group, Inc. | 1.38% | Reduce -7.0% | 13,148 | $3.0M |
| Paragon Capital Management Inc. | 2.24% | New | 13,112 | $3.0M |
| Fidelis Capital Partners, LLC | 0.45% | Add +36.1% | 13,102 | $3.0M |
| Verum Partners LLC | 1.06% | Reduce -2.0% | 13,013 | $3.0M |
| First Financial Corp. | 1.51% | Add +3.7% | 13,011 | $3.0M |
| Valtinson Bruner Financial Planning LLC | 1.26% | Add +34.8% | 12,952 | $3.0M |
| Watts Gwilliam & Co., LLC | 0.91% | — | 13,146 | $3.0M |
| Dorsey & Whitney Trust CO LLC | 0.20% | Reduce -0.7% | 12,931 | $3.0M |
| Lake Street Advisors Group, LLC | 0.14% | Add +0.7% | 12,891 | $2.9M |
| Brand Asset Management Group, Inc. | 1.27% | Add +0.2% | 12,868 | $2.9M |
| PCA Investment Advisory Services Inc. | 1.65% | Add +4.9% | 12,844 | $2.9M |
| Wesbanco Bank Inc. | 0.11% | Add +25.4% | 12,778 | $2.9M |
| SigFig Wealth Management, LLC | 0.11% | Reduce -12.4% | 12,774 | $2.9M |
| Phillips Financial Management, LLC | 0.24% | Reduce -0.5% | 12,734 | $2.9M |
| Welch & Forbes LLC | 0.04% | Reduce -1.8% | 12,664 | $2.9M |
| Sequoia Financial Advisors, LLC | 0.04% | Add +3.8% | 12,647 | $2.9M |
| Acorn Wealth Advisors, LLC | 1.51% | Add +6.6% | 12,620 | $2.9M |
| Bridges Investment Management Inc. | 0.09% | No change | 12,577 | $2.9M |
| Mosaic Advisors LLC | 2.34% | Add +0.3% | 12,550 | $2.9M |
| Level Four Advisory Services, LLC | 0.16% | No change | 13,437 | $2.9M |
| CWA Asset Management Group, LLC | 0.17% | Add +2.5% | 12,529 | $2.9M |
| Edmond DE Rothschild Holding S.A. | 0.05% | No change | 12,500 | $2.9M |
| Capital Advantage, Inc. | 0.58% | New | 12,812 | $2.9M |
| First United Bank & Trust | 1.05% | Add +5.2% | 12,404 | $2.8M |
| Focus Financial Network, Inc. | 0.14% | — | 13,453 | $2.8M |
| Alesco Advisors, LLC, An ESL Co | 0.09% | Reduce -1.2% | 12,402 | $2.8M |
| Trinity Financial Advisors LLC | 1.28% | Add +2.1% | 12,396 | $2.8M |
| REAP Financial Group, LLC | 0.78% | Reduce -4.7% | 12,358 | $2.8M |
| Smith, Moore & Co. | 0.30% | Reduce -2.3% | 12,333 | $2.8M |
| IFP Advisors, Inc | 0.12% | Reduce -5.6% | 12,235 | $2.8M |
| Rebalance, LLC | 0.23% | Reduce -0.3% | 12,194 | $2.8M |
| MA Private Wealth | 0.56% | Reduce -15.0% | 12,158 | $2.8M |
| MBB Public Markets I LLC | 0.18% | Add +1.1% | 12,132 | $2.8M |
| Kathleen S. Wright Associates Inc. | 1.30% | Reduce -2.3% | 12,111 | $2.8M |
| Cranbrook Wealth Management, LLC | 0.70% | Reduce -7.6% | 12,079 | $2.8M |
| West Bancorporation Inc. | 1.81% | Reduce -21.7% | 12,050 | $2.8M |
| Marble Harbor Investment Counsel, LLC | 0.32% | Add +1.7% | 12,017 | $2.7M |
| Gibson Wealth Advisors LLC | 2.64% | — | 11,963 | $2.7M |
| Tompkins Financial Corp. | 0.31% | Add +7.9% | 11,933 | $2.7M |
| Monument Group Wealth Advisors, LLC | 2.01% | Reduce -10.1% | 11,846 | $2.7M |
| Octavia Wealth Advisors, LLC | 0.40% | Add +1.2% | 11,796 | $2.7M |
| Diversified Trust Co. | 0.08% | Add +25.7% | 11,783 | $2.7M |
| Fiera Capital Corp | 0.01% | No change | 11,755 | $2.7M |
| Sei Investments Co. | 0.00% | Add +5.8% | 11,655 | $2.7M |
| Procyon Advisors, LLC | 0.21% | Add +2.6% | 11,654 | $2.7M |
| Tanager Wealth Management LLP | 0.43% | Add +8.2% | 11,640 | $2.7M |
| Principle Wealth Partners LLC | 0.21% | Add +0.9% | 11,627 | $2.7M |
| Forte Capital LLC | 0.33% | Reduce -16.9% | 11,625 | $2.7M |
| Ariston Services Group | 2.53% | Reduce -0.7% | 11,579 | $2.6M |
| Coordinated Financial Services, Inc. | 2.33% | — | 11,519 | $2.6M |
| CWS Financial Advisors, LLC | 1.08% | Add +9.1% | 11,516 | $2.6M |
| TFC Financial Management, Inc. | 0.47% | Add +1.1% | 11,474 | $2.6M |
| N.E.W. Advisory Services LLC | 0.29% | Add +4.8% | 11,431 | $2.6M |
| Financial Advocates Investment Management | 0.15% | Reduce -1.4% | 11,383 | $2.6M |
| Flagstar Securities, Inc. | 0.72% | Reduce -1.5% | 11,377 | $2.6M |
| Gainplan LLC | 1.26% | Add +8.3% | 11,356 | $2.6M |
| Councilor Wealth, LLC | 1.29% | Reduce -0.3% | 11,296 | $2.6M |
| Wintrust Investments LLC | 0.23% | Add +0.1% | 11,268 | $2.6M |
| Klingman & Associates, LLC | 0.18% | Add +0.4% | 11,232 | $2.6M |
| Hummer Financial Advisory Services Inc | 2.11% | Add +1.5% | 11,199 | $2.6M |
| Stock Yards Bank & Trust Co. | 0.08% | Add +6.6% | 11,193 | $2.6M |
| Brighton Jones LLC | 0.09% | Add +2.3% | 11,182 | $2.6M |
| Graves Light Lenhart Wealth, Inc. | 0.30% | Reduce -0.9% | 11,152 | $2.5M |
| Evermay Wealth Management LLC | 0.38% | Reduce -1.6% | 11,118 | $2.5M |
| Williams Jones Wealth Management, LLC. | 0.03% | Reduce -12.8% | 11,061 | $2.5M |
| SkyOak Wealth, LLC | 0.60% | Add +0.5% | 11,011 | $2.5M |
| Berger Financial Group, Inc | 0.21% | Reduce -16.2% | 10,986 | $2.5M |
| Radnor Capital Management, LLC | 0.43% | Add +0.7% | 10,934 | $2.5M |
| Seven Post Investment Office LP | 0.61% | No change | 10,918 | $2.5M |
| Tortoise Investment Management, LLC | 0.30% | Add +0.1% | 10,914 | $2.5M |
| Boston Research & Management Inc. | 0.61% | Reduce -0.5% | 10,886 | $2.5M |
| Boyd Wealth Management, LLC | 1.42% | No change | 10,864 | $2.5M |
| SWP Financial LLC | 1.73% | Add +3.0% | 10,779 | $2.5M |
| Brickley Wealth Management | 0.56% | Reduce -2.1% | 10,776 | $2.5M |
| Moisand Fitzgerald Tamayo, LLC | 0.38% | Reduce -3.5% | 10,764 | $2.5M |
| Sfm, LLC | 1.86% | Reduce -1.3% | 10,648 | $2.4M |
| Cordant, Inc. | 1.41% | Reduce -8.0% | 10,615 | $2.4M |
| Highline Wealth Partners LLC | 0.99% | Add +11.1% | 10,598 | $2.4M |
| Apollon Wealth Management, LLC | 0.08% | Reduce -2.5% | 10,537 | $2.4M |
| Strategies Wealth Advisors, LLC | 0.37% | Reduce -0.2% | 10,535 | $2.4M |
| Embree Financial Group | 0.47% | Reduce -11.4% | 10,511 | $2.4M |
| BTC Capital Management, Inc. | 0.22% | — | 10,491 | $2.4M |
| Silver Oak Securities, Incorporated | 0.37% | Add +7.0% | 10,486 | $2.4M |
| Ridgewood Investments LLC | 1.27% | Add +5.7% | 10,455 | $2.4M |
| AdvisorNet Financial, Inc | 0.23% | Reduce -61.7% | 10,430 | $2.4M |
| Joseph P. Lucia & Associates, LLC | 1.28% | Add +0.5% | 10,429 | $2.4M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.58% | Reduce -1.0% | 10,427 | $2.4M |
| Traveka Wealth, LLC | 1.10% | No change | 10,376 | $2.4M |
| Vontobel Holding Ltd. | 0.02% | Reduce -3.6% | 10,291 | $2.4M |
| Viewpoint Capital Management LLC | 1.49% | No change | 10,280 | $2.3M |
| MassMutual Private Wealth & Trust, FSB | 0.07% | Reduce -2.0% | 10,280 | $2.3M |
| Fort Point Capital Partners LLC | 0.32% | Reduce -2.5% | 10,191 | $2.3M |
| Wiser Advisor Group LLC | 3.63% | Reduce -0.8% | 10,118 | $2.3M |
| Vantage Financial Partners, LLC | 0.62% | Add +1.2% | 10,125 | $2.3M |
| Strategic Family Wealth Counselors, L.L.C. | 0.91% | Add +0.5% | 10,117 | $2.3M |
| Security Financial Services, INC. | 0.52% | Add +5.3% | 10,039 | $2.3M |
| Marquette Asset Management, LLC | 0.40% | Reduce -4.5% | 10,030 | $2.3M |
| Kelleher Financial Advisors | 0.95% | Reduce -5.4% | 10,020 | $2.3M |
| Ameraudi Asset Management, Inc. | 1.06% | Reduce -0.5% | 10,002 | $2.3M |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 3.02% | No change | 9,995 | $2.3M |
| Fiduciary Trust Co | 0.04% | No change | 9,994 | $2.3M |
| Revolve Wealth Partners, LLC | 0.39% | Add +4.3% | 9,933 | $2.3M |
| Mitchell Sinkler & Starr | 0.57% | Reduce -45.4% | 9,925 | $2.3M |
| Parsons Capital Management Inc. | 0.16% | Add +34.8% | 9,921 | $2.3M |
| Alhambra Investment Management LLC | 1.24% | Add +1.0% | 9,883 | $2.3M |
| Choate Investment Advisors | 0.06% | Add +107.8% | 9,871 | $2.3M |
| Denver PWM, LLC | 0.87% | Reduce -1.3% | 10,108 | $2.2M |
| Life Planning Partners, Inc | 2.24% | Add +10.7% | 9,818 | $2.2M |
| Marshall Financial Group, LLC | 0.64% | Reduce -8.1% | 9,726 | $2.2M |
| Family Capital Management, Inc. | 1.55% | Add +9.0% | 9,707 | $2.2M |
| Columbia Asset Management | 0.45% | No change | 10,381 | $2.2M |
| Destiny Wealth Partners, LLC | 0.40% | No change | 9,673 | $2.2M |
| Westside Investment Management, Inc. | 0.53% | Reduce -0.3% | 9,683 | $2.2M |
| Debussy Capital Management LP | 0.64% | Add +0.1% | 9,928 | $2.2M |
| IHT Wealth Management, LLC | 0.09% | Reduce -0.5% | 9,590 | $2.2M |
| Verus Capital Partners, LLC | 0.24% | Reduce -3.2% | 9,570 | $2.2M |
| Affinity Capital Advisors, LLC | 0.49% | Reduce -0.9% | 9,528 | $2.2M |
| Peoples Financial Services Corp. | 0.93% | Reduce -3.7% | 9,394 | $2.1M |
| Encompass Wealth Advisors, LLC | 0.57% | Add +1.1% | 9,393 | $2.1M |
| Wealthspan Partners, LLC | 1.26% | Add +7.2% | 9,364 | $2.1M |
| CGN Advisors LLC | 0.27% | Add +3.8% | 9,247 | $2.1M |
| Market Street Wealth Management Advisors LLC | 0.37% | Reduce -4.8% | 9,244 | $2.1M |
| FDx Advisors, Inc. | 0.32% | Reduce -8.0% | 9,232 | $2.1M |
| Arrowroot Family Office, LLC | 1.35% | Reduce -0.5% | 9,230 | $2.1M |
| Cahill Financial Advisors Inc. | 0.29% | Reduce -9.0% | 9,211 | $2.1M |
| Stone Summit Wealth LLC | 0.73% | Add +9.3% | 9,195 | $2.1M |
| Liberty Wealth Management LLC | 0.41% | Add +1990.6% | 9,157 | $2.1M |
| Carr Financial Group Corp | 0.70% | Add +15.3% | 9,173 | $2.1M |
| Columbus Macro, LLC | 0.79% | Reduce -22.8% | 9,165 | $2.1M |
| Washington Trust Advisors, Inc. | 0.19% | Reduce -9.1% | 9,144 | $2.1M |
| Tarbox Family Office, Inc. | 0.37% | Reduce -3.0% | 9,122 | $2.1M |
| Conning Inc. | 0.07% | Reduce -33.3% | 9,084 | $2.1M |
| New England Private Wealth Advisors LLC | 0.36% | Add +0.3% | 9,141 | $2.1M |
| Pine Valley Investments Ltd Liability Co | 0.16% | Add +0.5% | 9,058 | $2.1M |
| Wealthspire Retirement, LLC | 0.18% | Add +57.4% | 9,009 | $2.1M |
| Hiley Hunt Wealth Management | 1.34% | Add +1.8% | 8,979 | $2.1M |
| JNBA Financial Advisors | 0.21% | Reduce -6.2% | 8,885 | $2.0M |
| Nations Financial Group Inc, /Ia/ | 0.17% | Reduce -26.8% | 8,838 | $2.0M |
| Peak Asset Management, LLC | 0.40% | Reduce -13.1% | 8,830 | $2.0M |
| Smith Anglin Financial, LLC | 0.21% | Reduce -0.3% | 8,783 | $2.0M |
| Secure Asset Management, LLC | 0.47% | Add +5.8% | 8,749 | $2.0M |
| AE Wealth Management LLC | 0.02% | Reduce -86.1% | 8,737 | $2.0M |
| Beaird Harris Wealth Management, LLC | 0.19% | Reduce -2.5% | 8,679 | $2.0M |
| Journey Advisory Group, LLC | 0.24% | Reduce -4.8% | 8,669 | $2.0M |
| Morton Brown Family Wealth, LLC | 0.81% | Reduce -2.2% | 8,619 | $2.0M |
| Millennium Management | 0.00% | New | 8,504 | $1.9M |
| McLean Asset Management Corp | 0.67% | Add +0.5% | 8,623 | $1.9M |
| jvl associates llc | 0.80% | No change | 8,497 | $1.9M |
| Valeo Financial Advisors, LLC | 0.07% | Add +34.4% | 8,935 | $1.9M |
| Camelot Portfolios, LLC | 1.89% | Reduce -22.3% | 8,453 | $1.9M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -55.9% | 8,430 | $1.9M |
| Creative Financial Designs Inc. | 0.18% | Add +2.1% | 8,414 | $1.9M |
| Horizon Family Wealth, Inc. | 1.48% | Add +3.6% | 8,408 | $1.9M |
| Onyx Bridge Wealth Group LLC | 0.34% | Add +2.2% | 8,796 | $1.9M |
| FineMark National Bank & Trust | 0.07% | Add +3.8% | 8,308 | $1.9M |
| Brio Consultants, LLC | 0.32% | Add +0.4% | 8,299 | $1.9M |
| MIdWestOne Financial Group, Inc. | 0.34% | Add +3.4% | 8,243 | $1.9M |
| Clear Creek Financial Management, LLC | 0.24% | Add +7.4% | 8,221 | $1.9M |
| Summit Trail Advisors, LLC | 0.05% | Add +8.0% | 8,210 | $1.9M |
| Transcend Capital Advisors, LLC | 0.15% | Add +22.0% | 8,163 | $1.9M |
| Trust Co. of Vermont | 0.10% | Add +10.8% | 8,160 | $1.9M |
| Investment Partners, LTD. | 0.84% | Reduce -4.1% | 8,141 | $1.9M |
| Windham Capital Management, LLC | 1.46% | Reduce -38.8% | 8,123 | $1.9M |
| Maryland Capital Advisors Inc. | 1.15% | Reduce -2.3% | 8,117 | $1.9M |
| ETF Portfolio Partners, Inc. | 0.59% | Reduce -3.5% | 8,116 | $1.9M |
| ICA Group Wealth Management, LLC | 0.37% | Reduce -0.0% | 8,105 | $1.9M |
| Dentgroup LLC | 1.53% | Add +0.3% | 8,100 | $1.9M |
| Investment Advisory Group, LLC | 0.75% | Add +9.9% | 7,968 | $1.8M |
| Collective Family Office LLC | 0.58% | Reduce -2.6% | 7,879 | $1.8M |
| Argonautica Private Wealth Management, Inc. | 0.64% | Add +1.6% | 7,834 | $1.8M |
| Canal Capital Management, LLC | 0.30% | No change | 7,822 | $1.8M |
| Legacy Edge Advisors, LLC | 0.37% | Reduce -4.7% | 7,805 | $1.8M |
| Wedbush Securities Inc. | 0.07% | Reduce -1.7% | 7,739 | $1.8M |
| Sweet Financial Partners, LLC | 0.41% | Add +0.1% | 7,715 | $1.8M |
| Pioneer Wealth Management Group | 1.00% | Reduce -16.3% | 7,649 | $1.7M |
| Dimension Capital Management LLC | 0.35% | Reduce -19.8% | 7,622 | $1.7M |
| Red Lighthouse Investment Management, LLC | 0.70% | Reduce -0.5% | 7,621 | $1.7M |
| Duncker Streett & Co. Inc. | 0.34% | Add +0.2% | 7,616 | $1.7M |
| Harbor Group, Inc. | 0.46% | Add +0.0% | 7,599 | $1.7M |
| TCI Wealth Advisors, Inc. | 0.17% | Reduce -7.3% | 7,577 | $1.7M |
| First National Trust Co | 0.07% | Reduce -2.0% | 7,546 | $1.7M |
| TFB Advisors LLC | 0.62% | Add +191.4% | 8,046 | $1.7M |
| First National Bank of Omaha | 0.12% | Reduce -4.5% | 7,755 | $1.7M |
| Eclectic Associates Inc. | 0.78% | Reduce -13.3% | 7,521 | $1.7M |
| Pacific Sun Financial Corp | 1.00% | Reduce -1.8% | 7,519 | $1.7M |
| Private Client Services, LLC | 1.15% | Reduce -31.1% | 7,488 | $1.7M |
| Hohimer Wealth Management, LLC | 0.40% | Add +4.8% | 7,482 | $1.7M |
| Alpha Cubed Investments, LLC | 0.09% | Reduce -22.1% | 7,479 | $1.7M |
| MidAtlantic Capital Management, Inc. | 1.50% | Add +0.5% | 7,466 | $1.7M |
| Sachem Hill LLC | 0.40% | Reduce -3.4% | 7,462 | $1.7M |
| Argent Trust Co | 0.08% | Reduce -9.1% | 7,442 | $1.7M |
| Lee Financial Co | 0.28% | Reduce -1.9% | 7,433 | $1.7M |
| Capital Analysts, LLC | 0.08% | Add +12.8% | 7,414 | $1.7M |
| Beacon Financial Group | 0.19% | Add +0.0% | 7,406 | $1.7M |
| AlTi Global, Inc. | 0.05% | Add +5.0% | 7,376 | $1.7M |
| BCS Wealth Management | 0.54% | Reduce -4.1% | 7,368 | $1.7M |
| AlphaStar Capital Management, LLC | 0.17% | Reduce -5.4% | 7,366 | $1.7M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.60% | Reduce -5.6% | 7,362 | $1.7M |
| New England Asset Management Inc. | 0.27% | No change | 7,340 | $1.7M |
| Deutsche Bank AG | 0.00% | Reduce -18.7% | 7,332 | $1.7M |
| Cascade Wealth Advisors, Inc | 1.42% | — | 7,716 | $1.7M |
| Anchor Investment Management, LLC | 0.17% | Reduce -0.0% | 7,248 | $1.7M |
| Global Strategic Investment Solutions, LLC | 0.19% | Reduce -36.5% | 7,203 | $1.6M |
| GFS Advisors, LLC | 0.27% | No change | 7,190 | $1.6M |
| CW Advisors, LLC | 0.03% | Reduce -13.2% | 7,190 | $1.6M |
| Soltis Investment Advisors LLC | 0.18% | Add +10.7% | 7,171 | $1.6M |
| SouthState Bank Corp | 0.13% | Add +3.6% | 7,101 | $1.6M |
| Essex Bank | 0.47% | No change | 7,518 | $1.6M |
| Kingsview Wealth Management, LLC | 0.04% | Add +10.0% | 7,016 | $1.6M |
| Compass Financial Group, INC | 0.37% | Reduce -2.8% | 7,006 | $1.6M |
| Relative Value Partners Group, LLC | 0.10% | Reduce -2.3% | 7,696 | $1.6M |
| XML Financial, LLC | 0.16% | Reduce -1.5% | 6,976 | $1.6M |
| Partners in Financial Planning | 0.35% | Add +2.8% | 6,961 | $1.6M |
| Steward Partners Investment Solutions, LLC | 0.27% | New | 6,903 | $1.6M |
| Shorepoint Capital Partners LLC | 0.39% | Reduce -1.4% | 6,896 | $1.6M |
| Retirement Planning Co of New England, Inc. | 0.86% | Reduce -51.2% | 6,832 | $1.6M |
| Independent Advisor Alliance | 0.06% | Reduce -40.5% | 6,762 | $1.5M |
| City State Bank | 0.68% | Add +0.3% | 6,761 | $1.5M |
| Fulton Bank, N.A. | 0.06% | Reduce -1.5% | 6,745 | $1.5M |
| Sunburst Financial Group, LLC | 0.43% | Reduce -0.1% | 6,779 | $1.5M |
| Summit Investment Advisory Services, LLC | 0.91% | Reduce -0.2% | 6,714 | $1.5M |
| Waters Parkerson & Co., LLC | 0.08% | Add +2.6% | 6,667 | $1.5M |
| GC Wealth Management RIA, LLC | 0.30% | New | 6,648 | $1.5M |
| Santori & Peters, Inc. | 0.65% | Reduce -1.5% | 6,614 | $1.5M |
| WMS Partners, LLC | 0.10% | No change | 6,610 | $1.5M |
| Oxford Financial Group, LTD. LLC | 0.10% | Reduce -19.4% | 6,601 | $1.5M |
| Romano Brothers and Company | 0.21% | Add +4.2% | 6,556 | $1.5M |
| Farther Finance Advisors, LLC | 0.09% | Add +42.6% | 6,593 | $1.5M |
| Grandview Asset Management LLC | 0.68% | No change | 6,534 | $1.5M |
| Gladstone Institutional Advisory LLC | 0.08% | Reduce -9.1% | 6,531 | $1.5M |
| Pictet North America Advisors SA | 0.17% | Add +280.4% | 6,524 | $1.5M |
| Uptick Partners, LLC | 1.14% | Reduce -9.5% | 6,510 | $1.5M |
| Ironwood Financial, llc | 0.34% | Add +2.4% | 6,490 | $1.5M |
| Hunter Associates Investment Management LLC | 0.25% | Add +42.8% | 6,428 | $1.5M |
| Squire Investment Management Company, LLC | 0.93% | Add +2.2% | 6,443 | $1.5M |
| Laurel Wealth Planning LLC | 0.97% | Reduce -2.9% | 6,378 | $1.5M |
| First Citizens Bank & Trust Co. | 0.03% | Reduce -77.6% | 6,360 | $1.5M |
| Astoria Strategic Wealth, Inc. | 0.46% | Add +0.7% | 6,350 | $1.5M |
| Vicus Capital | 0.13% | Reduce -2.9% | 6,344 | $1.5M |
| Global Wealth Management Investment Advisory, Inc. | 0.36% | Reduce -11.7% | 6,341 | $1.4M |
| Seven Springs Wealth Group, LLC | 0.57% | No change | 6,336 | $1.4M |
| Wellspring Financial Advisors, LLC | 0.23% | Reduce -1.5% | 6,323 | $1.4M |
| Sightline Wealth Advisors, LLC | 0.95% | Add +19.1% | 6,311 | $1.4M |
| Rockbridge Investment Management, LCC | 0.21% | Add +2.0% | 6,287 | $1.4M |
| USAdvisors Wealth Management, LLC | 0.54% | Reduce -1.7% | 6,294 | $1.4M |
| Carolinas Wealth Consulting LLC | 0.28% | Reduce -0.3% | 6,252 | $1.4M |
| Cornerstone Advisors Asset Management, LLC | 0.50% | Add +32.9% | 6,232 | $1.4M |
| Beese Fulmer Investment Management, Inc. | 0.13% | No change | 6,227 | $1.4M |
| Lanark Financial, Inc. | 0.13% | Add +9.4% | 6,220 | $1.4M |
| Meridian Wealth Partners, LLC | 0.26% | Reduce -1.4% | 6,197 | $1.4M |
| Cary Street Partners Asset Management LLC | 0.22% | Add +10.1% | 6,192 | $1.4M |
| Financial Planning & Information Services, Inc. | 0.21% | Reduce -7.2% | 6,181 | $1.4M |
| Carnegie Investment Counsel | 0.04% | Reduce -1.6% | 6,164 | $1.4M |
| Scotia Capital Inc. | 0.01% | Reduce -37.0% | 6,144 | $1.4M |
| Bell Investment Advisors, Inc | 0.27% | Reduce -1.4% | 6,144 | $1.4M |
| RFG Holdings, Inc. | 0.59% | Add +299.6% | 6,130 | $1.4M |
| MorganRosel Wealth Management, LLC | 0.50% | Add +59.9% | 6,125 | $1.4M |
| Principal Financial Group Inc. | 0.00% | Reduce -25.7% | 3,920 | $1.4M |
| Greenup Street Wealth Management LLC | 0.35% | Reduce -11.7% | 6,107 | $1.4M |
| Refined Wealth Management | 0.98% | Add +1.9% | 6,090 | $1.4M |
| Motley Fool Wealth Management, LLC | 0.07% | Add +13.0% | 6,073 | $1.4M |
| Gray Private Wealth, LLC | 0.91% | — | 6,046 | $1.4M |
| Kendall Capital Management | 0.47% | Add +106.0% | 6,025 | $1.4M |
| Cassady Schiller Wealth Management, LLC | 0.61% | Add +12.8% | 6,018 | $1.4M |
| S&T Bank | 0.26% | No change | 5,999 | $1.4M |
| Strategic Financial Concepts, LLC | 0.33% | Add +157.6% | 5,979 | $1.4M |
| Blue Trust, Inc. | 0.02% | Reduce -6.8% | 5,953 | $1.4M |
| Cascade Financial Partners, LLC | 0.20% | — | 6,267 | $1.4M |
| Dogwood Wealth Management LLC | 0.92% | Reduce -0.2% | 5,938 | $1.4M |
| Ritholtz Wealth Management | 0.05% | Reduce -11.8% | 5,914 | $1.4M |
| DBK Financial Counsel, LLC | 1.41% | Reduce -4.5% | 5,896 | $1.3M |
| New Republic Capital, LLC | 0.85% | No change | 5,856 | $1.3M |
| Capasso Planning Partners LLC | 0.55% | Add +1.7% | 5,835 | $1.3M |
| KMG Fiduciary Partners, LLC | 0.14% | Reduce -1.1% | 5,825 | $1.3M |
| Bryn Mawr Trust Advisors, LLC | 0.08% | Reduce -0.3% | 5,822 | $1.3M |
| Lam Group, Inc. | 1.08% | Add +0.1% | 5,820 | $1.3M |
| Hirtle & Co., LLC | 0.07% | Add +1.6% | 5,816 | $1.3M |
| Madden Advisory Services, Inc. | 0.70% | Reduce -4.2% | 5,789 | $1.3M |
| Grey Street Capital, LLC | 0.18% | New | 5,786 | $1.3M |
| Gibson Capital, LLC | 0.29% | No change | 5,771 | $1.3M |
| Intelligence Driven Advisers, LLC | 0.19% | Reduce -8.8% | 5,770 | $1.3M |
| Keel Point, LLC | 0.14% | Reduce -1.4% | 5,769 | $1.3M |
| Clifford Swan Investment Counsel LLC | 0.05% | Add +6.1% | 5,753 | $1.3M |
| Retirement Planning Group, LLC | 0.10% | Add +193.8% | 5,750 | $1.3M |
| Moneywise, Inc. | 0.71% | Reduce -4.8% | 5,727 | $1.3M |
| Adero Partners, LLC | 0.10% | No change | 5,715 | $1.3M |
| Caitlin John, LLC | 0.99% | Reduce -27.5% | 5,711 | $1.3M |
| RFG Advisory, LLC | 0.04% | Reduce -49.4% | 5,697 | $1.3M |
| Carl P. Sherr & Co., LLC | 0.73% | Add +4.5% | 5,654 | $1.3M |
| Signal Advisors Wealth, LLC | 0.32% | Add +41.4% | 5,639 | $1.3M |
| Jag Capital Management, LLC | 0.18% | Add +11.9% | 5,613 | $1.3M |
| Twin Focus Capital Partners, LLC | 0.24% | Add +0.3% | 5,597 | $1.3M |
| Cardiff Park Advisors, LLC | 0.12% | Add +4.3% | 5,588 | $1.3M |
| GW&K Investment Management, LLC | 0.01% | Add +116.4% | 5,579 | $1.3M |
| Quadrant Capital Group LLC | 0.10% | Reduce -0.9% | 5,569 | $1.3M |
| Zhang Financial LLC | 0.09% | Add +3.4% | 5,562 | $1.3M |
| Cornerstone Wealth Advisors, Inc. | 0.39% | Reduce -1.8% | 5,557 | $1.3M |
| BOS Asset Management, LLC | 0.67% | Reduce -2.5% | 5,555 | $1.3M |
| Defined Wealth Management, LLC | 0.91% | Add +0.2% | 5,530 | $1.3M |
| Greenleaf Trust | 0.01% | Add +1.5% | 5,527 | $1.3M |
| Cornerstone Wealth Group, LLC | 0.12% | New | 5,522 | $1.3M |
| TFG Advisers LLC | 0.49% | Reduce -0.4% | 5,521 | $1.3M |
| Upper Left Wealth Management, LLC | 1.17% | Reduce -9.0% | 5,508 | $1.3M |
| Guardian Wealth Advisors, LLC / NC | 0.15% | Add +162.3% | 5,493 | $1.3M |
| Proficio Capital Partners LLC | 0.14% | Reduce -5.9% | 5,492 | $1.3M |
| Laird Norton Wetherby Wealth Management, LLC | 0.06% | Reduce -7.8% | 5,492 | $1.3M |
| C M Bidwell & Associates Ltd. | 0.85% | Add +5.6% | 5,486 | $1.3M |
| Evanson Asset Management, LLC | 0.09% | Reduce -2.5% | 5,480 | $1.3M |
| Muirfield Wealth Advisors LLC | 1.20% | Reduce -1.5% | 5,467 | $1.2M |
| Founders Financial Alliance, LLC | 0.37% | Add +13.6% | 5,430 | $1.2M |
| Jeppson Wealth Management, LLC | 0.48% | Reduce -0.0% | 5,407 | $1.2M |
| Libra Wealth LLC | 0.54% | Add +32.0% | 5,401 | $1.2M |
| Tritonpoint Wealth, LLC | 0.13% | Reduce -7.2% | 6,645 | $1.2M |
| First American Bank | 0.09% | Add +1.0% | 5,384 | $1.2M |
| Cherrydale Wealth Management, LLC | 0.57% | Reduce -26.9% | 5,373 | $1.2M |
| SC&H Financial Advisors, Inc. | 0.32% | Add +1.9% | 5,356 | $1.2M |
| Sound View Wealth Advisors Group, LLC | 0.13% | Reduce -5.7% | 5,318 | $1.2M |
| SeaCrest Wealth Management, LLC | 0.15% | Reduce -0.5% | 5,281 | $1.2M |
| Unique Wealth Strategies, LLC | 0.59% | Reduce -77.2% | 5,266 | $1.2M |
| Silverlake Wealth Management LLC | 0.61% | Reduce -0.3% | 5,261 | $1.2M |
| Vident Advisory, LLC | 0.02% | No change | 5,209 | $1.2M |
| Fortitude Family Office, LLC | 0.80% | Reduce -0.1% | 5,209 | $1.2M |
| FIDELIS iM, LLC | 0.60% | No change | 5,200 | $1.2M |
| Legacy PCG, LLC | 0.74% | Add +2.8% | 5,176 | $1.2M |
| Independence Bank of Kentucky | 0.35% | Reduce -41.4% | 5,162 | $1.2M |
| First Business Financial Services, Inc. | 0.13% | Reduce -0.1% | 5,129 | $1.2M |
| Western Wealth Management, LLC | 0.09% | Add +0.1% | 5,111 | $1.2M |
| National Philanthropic Trust | 0.03% | Reduce -8.7% | 5,098 | $1.2M |
| CPA Asset Management Group, LLC | 0.65% | No change | 5,094 | $1.2M |
| Stillwater Capital Advisors, LLC | 0.17% | No change | 5,085 | $1.2M |
| Adapt Wealth Advisors, LLC | 0.83% | — | 5,081 | $1.2M |
| O'ROURKE & COMPANY, Inc | 0.67% | Add +4.5% | 5,068 | $1.2M |
| Advisor Resource Council | 0.49% | Reduce -88.6% | 5,418 | $1.2M |
| Cidel Asset Management Inc. | 0.09% | No change | 5,046 | $1.2M |
| Probity Advisors, Inc. | 0.24% | No change | 5,037 | $1.2M |
| Tranquility Partners, LLC | 0.44% | Add +3.2% | 5,022 | $1.1M |
| Allegheny Financial Group | 0.35% | Reduce -13.7% | 5,019 | $1.1M |
| Moors & Cabot, Inc. | 0.06% | New | 4,958 | $1.1M |
| Vista Investment Management | 0.46% | Reduce -1.0% | 4,953 | $1.1M |
| Verus Financial Partners, Inc. | 0.13% | Add +0.3% | 4,941 | $1.1M |
| Capstone Wealth Management Group, LLC | 0.80% | Add +0.5% | 4,902 | $1.1M |
| Delta Financial Advisors LLC | 0.44% | Add +0.1% | 4,897 | $1.1M |
| Park National Corp. | 0.04% | Reduce -0.4% | 4,896 | $1.1M |
| Nabity-Jensen Investment Management Inc | 0.92% | Add +0.6% | 4,891 | $1.1M |
| Berkeley Capital Partners, LLC | 0.34% | Add +4.6% | 4,884 | $1.1M |
| KCM Investment Advisors LLC | 0.04% | Reduce -2.0% | 4,880 | $1.1M |
| Greenwood Capital Associates LLC | 0.15% | Add +105.3% | 4,865 | $1.1M |
| Round Rock Advisors LLC | 0.27% | Reduce -0.7% | 4,852 | $1.1M |
| GYL Financial Synergies, LLC | 0.09% | Add +329.1% | 4,844 | $1.1M |
| Fisher Asset Management | 0.00% | Add +269.8% | 4,833 | $1.1M |
| Zions Bancorporation, N.A. | 0.08% | No change | 4,828 | $1.1M |
| Strategic Financial Partners, Ltd. | 0.61% | Add +0.7% | 4,821 | $1.1M |
| Acas, LLC | 1.07% | Reduce -18.4% | 4,818 | $1.1M |
| Victory Financial Group, LLC | 0.65% | Add +4.5% | 4,815 | $1.1M |
| MADDEN SECURITIES Corp | 0.51% | New | 4,811 | $1.1M |
| Consultiva Wealth Management, Corp. | 10.30% | — | 4,810 | $1.1M |
| Gryphon Financial Partners LLC | 0.19% | Add +11.0% | 4,809 | $1.1M |
| Sachetta, LLC | 0.52% | No change | 5,150 | $1.1M |
| Somerset Group LLC | 1.03% | Reduce -1.0% | 4,805 | $1.1M |
| Ranch Capital Advisors Inc. | 0.59% | Add +0.7% | 4,790 | $1.1M |
| &partners | 0.15% | Add +32.0% | 4,926 | $1.1M |
| BSW Wealth Partners | 0.18% | Reduce -6.7% | 4,767 | $1.1M |
| Family Firm, Inc. | 0.26% | Add +0.3% | 4,753 | $1.1M |
| Private Ocean, LLC | 0.11% | Reduce -16.3% | 4,679 | $1.1M |
| Waterloo Capital, L.P. | 0.14% | Add +9.0% | 4,671 | $1.1M |
| Aaron Wealth Advisors LLC | 0.15% | Add +10.2% | 4,659 | $1.1M |
| Oxbow Advisors, LLC | 0.15% | Reduce -14.7% | 4,650 | $1.1M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Reduce -2.5% | 4,615 | $1.1M |
| Coastline Trust Co | 0.13% | Add +15.9% | 4,597 | $1.1M |
| NWF Advisory Services Inc. | 0.18% | Add +14.7% | 4,580 | $1.0M |
| Everhart Financial Group, Inc. | 0.30% | Add +0.0% | 4,541 | $1.0M |
| Security National Bank of So Dak | 0.62% | Add +8.9% | 4,527 | $1.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.16% | Add +6.7% | 4,520 | $1.0M |
| Werba Rubin Papier Wealth Management | 0.30% | Reduce -0.8% | 4,499 | $1.0M |
| SignalPoint Asset Management, LLC | 0.28% | Add +44.3% | 4,536 | $1.0M |
| Legacy Advisors, LLC | 0.13% | No change | 4,490 | $1.0M |
| Asset Allocation & Management Company, LLC | 0.67% | No change | 4,488 | $1.0M |
| Atlanta Consulting Group Advisors, LLC | 0.35% | — | 4,446 | $1.0M |
| New York Life Investment Management LLC | 0.01% | Reduce -44.2% | 4,434 | $1.0M |
| Forefront Analytics, LLC | 0.49% | Add +0.3% | 4,420 | $1.0M |
| NorthLanding Financial Partners, LLC | 1.09% | Reduce -12.8% | 4,383 | $1.0M |
| Richardson Financial Services Inc. | 0.70% | Add +65.6% | 4,363 | $997K |
| Dohj, LLC | 0.26% | Reduce -27.0% | 4,347 | $994K |
| American Money Management, LLC | 0.21% | Reduce -1.2% | 4,332 | $990K |
| John W. Brooker & Co., CPAs | 0.53% | Reduce -0.6% | 4,330 | $990K |
| Valley Forge Investment Consultants Inc. Adv | 0.39% | Add +0.1% | 4,321 | $988K |
| Northwest Capital Management Inc | 0.32% | No change | 4,306 | $984K |
| World Equity Group, Inc. | 0.20% | Reduce -1.8% | 4,302 | $983K |
| Bank of Marin | 0.87% | No change | 4,300 | $983K |
| Belpointe Asset Management LLC | 0.07% | Add +88.9% | 4,263 | $975K |
| Droms Strauss Advisors Inc. /Mo/ | 0.36% | Add +0.9% | 4,263 | $974K |
| Naples Global Advisors, LLC | 0.10% | No change | 4,255 | $973K |
| McGuire Investment Group, LLC | 0.14% | Reduce -9.5% | 4,254 | $972K |
| Kuhn & Co Investment Counsel | 0.91% | Add +8.9% | 4,227 | $966K |
| Rockwood Wealth Management, LLC | 0.12% | No change | 4,215 | $964K |
| Fairway Wealth LLC | 0.65% | Add +5.5% | 4,214 | $963K |
| Baron Financial Group, LLC | 0.59% | Add +30.3% | 4,212 | $963K |
| Diversified Portfolios, Inc. | 0.14% | Reduce -1.0% | 4,202 | $961K |
| JT Stratford LLC | 0.19% | Add +1.8% | 4,186 | $957K |
| Disciplined Investments, LLC | 0.52% | Reduce -0.4% | 4,185 | $957K |
| New Covenant Trust Company, N.A. | 0.94% | — | 4,134 | $945K |
| Traynor Capital Management, Inc. | 0.09% | Reduce -5.5% | 4,119 | $942K |
| Exchange Capital Management, Inc. | 0.15% | Reduce -3.8% | 4,119 | $942K |
| Cynosure Group, LLC | 0.17% | Add +2.1% | 4,110 | $940K |
| Hall Capital Management Co. Inc. | 0.46% | Add +4.0% | 4,104 | $938K |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -3.2% | 4,094 | $936K |
| Neuberger Berman Group LLC | 0.00% | Reduce -6.0% | 4,087 | $934K |
| Planning Directions Inc. | 0.65% | Reduce -17.1% | 4,076 | $932K |
| InterOcean Capital Group, LLC | 0.02% | Add +31.5% | 4,074 | $931K |
| Advocate Group LLC | 0.18% | Add +7.2% | 4,063 | $929K |
| V2 Financial group LLC | 0.63% | Reduce -3.7% | 4,059 | $928K |
| River Wealth Advisors LLC | 0.13% | Add +3.0% | 4,051 | $926K |
| Aspire Wealth Management Corp | 0.56% | Reduce -2.5% | 4,042 | $924K |
| Beaumont Financial Advisors, LLC | 0.08% | Add +70.6% | 4,035 | $922K |
| Lodestar Private Asset Management LLC | 0.13% | Add +0.4% | 4,034 | $922K |
| Cahill Wealth Management, LLC | 0.54% | Reduce -1.3% | 4,028 | $921K |
| Eagle Bluffs Wealth Management LLC | 0.57% | Add +3.0% | 4,001 | $915K |
| Etfidea, LLC | 0.31% | Add +12.2% | 3,985 | $911K |
| Edge Financial Advisors LLC | 0.80% | — | 3,953 | $909K |
| Adams Wealth Management | 0.22% | Reduce -70.5% | 3,973 | $908K |
| Steel Grove Capital Advisors, LLC | 0.12% | Reduce -6.0% | 3,965 | $906K |
| 1ST Source Bank | 0.05% | No change | 3,962 | $906K |
| Harbor Investment Advisory, LLC | 0.09% | Add +7.8% | 3,947 | $902K |
| Conservest Capital Advisors, Inc. | 0.09% | Reduce -33.5% | 3,933 | $899K |
| Smith Chas P & Associates Pa Cpas | 0.05% | Add +0.8% | 3,931 | $899K |
| True Wealth Design, LLC | 0.22% | Reduce -1.6% | 3,925 | $897K |
| Etesian Wealth Advisors, Inc. | 0.51% | Reduce -0.9% | 3,884 | $888K |
| Mosaic Family Wealth Partners, LLC | 0.14% | No change | 3,850 | $880K |
| Atlas Capital Advisors Inc. | 0.14% | Add +41.5% | 3,839 | $878K |
| Balanced Rock Investment Advisors LLC | 0.75% | Add +31.8% | 3,822 | $874K |
| Wescott Financial Advisory Group, LLC | 0.11% | Reduce -0.1% | 3,815 | $872K |
| Maripau Wealth Management LLC | 0.65% | Add +5.1% | 3,815 | $872K |
| Landmark Wealth Management, LLC | 0.40% | Add +15.3% | 3,814 | $872K |
| Eagle Strategies LLC | 0.19% | Add +14.7% | 3,815 | $872K |
| Bank of New Hampshire | 0.23% | No change | 3,810 | $871K |
| Optimum Investment Advisors | 0.40% | Add +17.1% | 3,805 | $870K |
| Regatta Capital Group, LLC | 0.20% | Reduce -0.4% | 3,797 | $868K |
| Waterford Advisors, LLC | 0.37% | No change | 3,797 | $868K |
| FreeGulliver LLC | 0.76% | Add +0.3% | 3,756 | $859K |
| Perennial Investment Advisors, LLC | 0.13% | Add +12.1% | 3,756 | $859K |
| Advisory Alpha, LLC | 0.04% | Add +5.7% | 3,740 | $855K |
| Bromfield Sneider Wealth Advisors | 0.53% | Add +0.2% | 3,737 | $854K |
| Baker Boyer National Bank | 0.29% | Add +30.6% | 3,730 | $853K |
| Fairview Capital Investment Management, LLC | 0.05% | Add +94.0% | 3,726 | $852K |
| Wells Trecaso Financial Group, LLC | 0.30% | Reduce -9.0% | 3,696 | $845K |
| Parkside Financial Bank & Trust | 0.14% | Add +0.2% | 3,692 | $844K |
| Imprint Wealth LLC | 0.20% | New | 3,721 | $843K |
| UMB Bank, n.a. | 0.01% | No change | 3,676 | $840K |
| Strategic Wealth Partners Group, LLC | 0.09% | Reduce -1.4% | 3,665 | $838K |
| Birchcreek Wealth Management, LLC | 0.44% | Reduce -14.2% | 3,664 | $838K |
| Montag & Caldwell, LLC | 0.14% | Add +31.4% | 3,648 | $834K |
| Abbrea Capital, LLC | 0.11% | No change | 3,646 | $833K |
| Csenge Advisory Group | 0.05% | Add +28.1% | 3,634 | $831K |
| Carlson Capital Management | 0.04% | Reduce -90.3% | 3,631 | $830K |
| Lutz Financial Services LLC | 0.07% | No change | 3,616 | $827K |
| Silver Oak Advisory Group, Inc. | 0.46% | Add +0.0% | 3,600 | $823K |
| Spreng Capital Management, Inc. | 0.44% | Reduce -4.7% | 3,598 | $822K |
| Private Trust Co. NA | 0.09% | Reduce -31.4% | 3,583 | $819K |
| Patron Partners, LLC | 0.50% | Add +63.0% | 3,581 | $819K |
| Stonebridge Capital Advisors LLC | 0.07% | Add +270.0% | 3,567 | $815K |
| Blue Bell Private Wealth Management, LLC | 0.17% | Reduce -24.1% | 3,567 | $815K |
| Cibc World Market Inc. | 0.00% | New | 3,539 | $809K |
| Trevian Wealth Management LLC | 0.55% | Add +0.5% | 3,527 | $806K |
| Schrum Private Wealth Management LLC | 0.73% | Add +11.5% | 3,522 | $805K |
| Southland Equity Partners LLC | 0.23% | Add +1.1% | 3,514 | $803K |
| Safeguard Financial, LLC | 0.26% | Reduce -9.8% | 3,510 | $802K |
| Winthrop Capital Management, LLC | 0.37% | No change | 3,508 | $802K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -12.9% | 3,497 | $799K |
| Midland Wealth Advisors, LLC | 0.05% | Add +12.7% | 3,491 | $798K |
| Eudaimonia Advisors LLC | 0.42% | Add +6.8% | 3,478 | $795K |
| Trust Point Inc. | 0.06% | No change | 3,475 | $794K |
| North Star Investment Management Corp. | 0.06% | Add +0.7% | 3,467 | $793K |
| Rosenblum Silverman Sutton S F Inc. | 0.22% | No change | 3,463 | $792K |
| Truepoint, Inc. | 0.02% | Reduce -64.0% | 3,461 | $791K |
| Mustard Seed Financial, LLC | 0.79% | Reduce -1.7% | 3,460 | $791K |
| Fiduciary Alliance LLC | 0.14% | Reduce -0.1% | 3,474 | $787K |
| Rathbones Group PLC | 0.00% | Reduce -0.9% | 3,443 | $787K |
| Boston Financial Mangement LLC | 0.03% | Add +0.2% | 3,441 | $787K |
| Bangor Savings Bank | 0.08% | Reduce -4.6% | 3,440 | $786K |
| Rodgers & Associates, LTD | 0.10% | Reduce -14.0% | 3,425 | $783K |
| Mayflower Financial Advisors, LLC | 0.13% | Add +2.3% | 3,416 | $781K |
| Lowe Brockenbrough & Co. Inc. | 0.05% | Add +2.7% | 3,412 | $780K |
| Segment Wealth Management, LLC | 0.06% | Add +0.1% | 3,402 | $778K |
| REDW Wealth LLC | 0.21% | Reduce -10.3% | 3,402 | $778K |
| Marks Group Wealth Management, Inc | 0.08% | No change | 3,396 | $776K |
| Bordeaux Wealth Advisors LLC | 0.26% | Add +5.0% | 3,391 | $775K |
| Meritage Portfolio Management | 0.05% | Reduce -15.8% | 3,383 | $773K |
| Franklin, Parlapiano, Turner & Welch, LLC | 0.21% | No change | 3,345 | $765K |
| Advisors Capital Management, LLC | 0.01% | Reduce -45.3% | 3,340 | $764K |
| Fort Washington Investment Advisors Inc. | 0.00% | Add +15.8% | 3,339 | $763K |
| BBR Partners, LLC | 0.06% | Add +14.1% | 3,334 | $762K |
| Shayne & Jacobs, LLC | 0.21% | Reduce -4.3% | 3,320 | $759K |
| Biltmore Family Office, LLC | 0.15% | No change | 3,317 | $758K |
| NBT Bank, N.A. | 0.06% | Reduce -31.9% | 3,313 | $757K |
| NorthStar Asset Management LLC | 0.57% | Add +3.5% | 3,311 | $757K |
| National Bank of Canada | 0.00% | Add +2.5% | 3,401 | $757K |
| Strategic Financial Services, Inc. | 0.05% | Reduce -4.8% | 3,287 | $751K |
| ARK & TLK Investments, LLC | 0.29% | Reduce -0.1% | 3,247 | $742K |
| Capital City Trust Co. | 0.21% | Add +13.5% | 3,239 | $740K |
| Arista Wealth Management, LLC | 0.56% | Add +211.1% | 3,235 | $740K |
| Sapient Capital LLC | 0.02% | Add +83.3% | 3,222 | $737K |
| Hutchens & Kramer Investment Management Group, LLC | 0.44% | Reduce -1.7% | 3,247 | $736K |
| Kovack Advisors, Inc. | 0.09% | Reduce -34.8% | 3,201 | $732K |
| Cohen Investment Advisors LLC | 0.47% | Add +0.4% | 3,200 | $731K |
| Freedom Investment Management, Inc. | 0.06% | New | 3,185 | $728K |
| SPC Financial, Inc. | 0.07% | No change | 3,176 | $726K |
| MJP Associates Inc. | 0.16% | Add +18.4% | 3,166 | $724K |
| Trademark Financial Management, LLC | 0.60% | Reduce -11.2% | 3,161 | $723K |
| West Coast Financial LLC | 0.09% | No change | 3,157 | $722K |
| Riverview Trust Co | 0.56% | Add +26.4% | 3,145 | $719K |
| DGS Capital Management, LLC | 0.20% | New | 3,127 | $715K |
| TCTC Holdings, LLC | 0.02% | No change | 3,124 | $714K |
| Tillman Hartley LLC | 0.25% | No change | 3,118 | $713K |
| Eudaimonia Partners, LLC | 0.17% | Add +1.5% | 3,107 | $710K |
| Schneider Downs Wealth Management Advisors, LP | 0.16% | Add +8.6% | 3,096 | $708K |
| Matrix Private Capital Group LLC | 0.48% | Add +4.2% | 3,094 | $707K |
| Ziegler Capital Management, LLC | 0.03% | Add +8.0% | 3,085 | $705K |
| FC Advisory LLC | 0.26% | Add +6.8% | 3,070 | $702K |
| Apexium Financial, LP | 0.05% | Add +5.8% | 3,055 | $698K |
| Centaurus Financial, Inc. | 0.05% | Reduce -2.6% | 3,055 | $698K |
| Northstar Group, Inc. | 0.14% | Reduce -2.7% | 3,053 | $698K |
| HBW Advisory Services LLC | 0.13% | No change | 3,249 | $693K |
| Operose Advisors LLC | 0.23% | Add +1.2% | 3,030 | $693K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.42% | Reduce -15.9% | 3,027 | $692K |
| Guyasuta Investment Advisors Inc. | 0.05% | No change | 3,232 | $690K |
| Keb Asset Management, LLC | 0.24% | No change | 3,016 | $689K |
| YHB Investment Advisors, Inc. | 0.06% | Reduce -11.1% | 3,012 | $689K |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -48.4% | 3,011 | $688K |
| Walter & Keenan Wealth Management LLC /in/ | 0.23% | Add +26.4% | 3,011 | $688K |
| Cooper Financial Group | 0.11% | Add +3.9% | 3,009 | $688K |
| Stevard, LLC | 0.62% | Add +4.0% | 3,004 | $687K |
| Pettyjohn, Wood & White, Inc. | 0.14% | Add +5.9% | 3,000 | $686K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.06% | New | 3,000 | $686K |
| Stockman Wealth Management, Inc. | 0.12% | No change | 2,988 | $683K |
| Charter Oak Capital Management, LLC | 0.07% | Reduce -5.6% | 2,953 | $675K |
| Main Street Group, LTD | 0.33% | Add +0.3% | 2,978 | $675K |
| Twin Peaks Wealth Advisors, LLC | 0.37% | Add +25.8% | 2,928 | $669K |
| Glassman Wealth Services | 0.14% | Reduce -4.1% | 2,926 | $669K |
| Chartist Inc. | 0.34% | Reduce -1.4% | 2,903 | $664K |
| Becker Capital Management Inc. | 0.02% | No change | 2,896 | $662K |
| TAP Consulting, LLC | 0.15% | Reduce -6.6% | 2,893 | $661K |
| Lyell Wealth Management, LP | 0.07% | Reduce -2.7% | 2,887 | $660K |
| Aspen Grove Capital, LLC | 0.19% | Add +6.8% | 2,871 | $657K |
| Idaho Trust Co | 0.63% | New | 2,872 | $657K |
| Fingerlakes Wealth Management, Inc. | 0.63% | Add +0.3% | 2,872 | $657K |
| Ewa, LLC | 0.29% | Add +0.2% | 2,948 | $656K |
| PGIM Custom Harvest LLC | 0.02% | Add +111.5% | 2,863 | $654K |
| Catalyst Financial Partners LLC | 0.17% | Reduce -0.5% | 3,096 | $654K |
| Bath Savings Trust Co | 0.07% | Add +7.6% | 2,848 | $651K |
| Venturi Wealth Management, LLC | 0.04% | Reduce -0.6% | 2,834 | $648K |
| Team Hewins, LLC | 0.26% | No change | 2,826 | $646K |
| Family CFO Inc | 0.40% | No change | 2,824 | $646K |
| Wagner Wealth Management, LLC | 0.20% | Add +1.3% | 2,811 | $643K |
| Websterrogers Financial Advisors, LLC | 0.23% | Reduce -1.6% | 2,801 | $641K |
| Transcendent Capital Group LLC | 0.37% | Reduce -1.7% | 2,786 | $637K |
| Atwater Malick LLC | 0.22% | No change | 2,775 | $634K |
| Elevatus Welath Management | 0.25% | Add +73.7% | 2,770 | $633K |
| Avalon Trust Co | 0.05% | No change | 2,767 | $633K |
| Pachira Investments Inc. | 0.51% | Add +3.5% | 2,746 | $628K |
| Farmers National Bank | 0.19% | Reduce -6.3% | 2,745 | $627K |
| Cobblestone Capital Advisors LLC | 0.04% | No change | 2,745 | $627K |
| ERn Financial, LLC | 0.11% | Reduce -1.8% | 2,739 | $626K |
| Obermeyer Wealth Partners | 0.04% | Add +20.8% | 2,737 | $626K |
| HHM Wealth Advisors, LLC | 0.10% | No change | 2,730 | $624K |
| Sax Wealth Advisors, LLC | 0.07% | Add +0.2% | 2,725 | $623K |
| Sigma Investment Counselors Inc. | 0.04% | No change | 2,683 | $613K |
| Hibernia Wealth Partners, LLC | 0.42% | Add +1.6% | 2,675 | $612K |
| ProVise Management Group, LLC | 0.05% | Reduce -10.9% | 2,668 | $610K |
| Trexquant Investment LP | 0.01% | New | 2,668 | $610K |
| MBL Wealth, LLC | 0.07% | Add +1.9% | 2,650 | $606K |
| McCollum Christoferson Group LLC | 0.18% | Reduce -6.8% | 2,648 | $605K |
| Northwest Wealth Management, LLC | 0.17% | Reduce -2.9% | 2,648 | $605K |
| Montecito Bank & Trust | 0.12% | Add +9.2% | 2,636 | $603K |
| Nottingham Advisors, Inc. | 0.07% | Reduce -0.5% | 2,636 | $603K |
| Moser Wealth Advisors, LLC | 0.33% | No change | 2,614 | $598K |
| My Personal CFO, LLC | 0.34% | Add +0.1% | 2,613 | $597K |
| Riverpoint Wealth Management Holdings, LLC | 0.17% | Add +0.3% | 2,598 | $594K |
| Certuity, LLC | 0.05% | No change | 2,592 | $593K |
| Linscomb Wealth, Inc. | 0.03% | Reduce -2.0% | 2,573 | $588K |
| Litman Gregory Wealth Management LLC | 0.05% | Add +10.1% | 2,572 | $588K |
| Baker Tilly Wealth Management, LLC | 0.11% | Reduce -18.1% | 2,569 | $587K |
| Willow Creek Wealth Management Inc. | 0.07% | No change | 2,563 | $586K |
| Accel Wealth Management | 0.25% | No change | 2,562 | $586K |
| Meeder Asset Management Inc. | 0.04% | Add +1.5% | 2,544 | $582K |
| Investment House LLC | 0.03% | Reduce -45.0% | 2,539 | $580K |
| Estate Counselors, LLC | 0.07% | Reduce -97.7% | 2,525 | $577K |
| Birch Hill Investment Advisors LLC | 0.03% | Add +2.0% | 2,521 | $576K |
| Mittelman Wealth Management | 0.39% | — | 2,501 | $572K |
| Searle & Co. | 0.15% | No change | 2,500 | $571K |
| Thomasville National Bank | 0.05% | Reduce -2.0% | 2,500 | $571K |
| SFG Wealth Management, LLC. | 0.34% | Add +13.3% | 2,499 | $571K |
| Janiczek Wealth Management, LLC | 0.12% | Add +292.8% | 2,494 | $570K |
| PFW Advisors LLC | 0.17% | No change | 2,494 | $570K |
| Outlook Wealth Advisors, LLC | 0.18% | Reduce -15.4% | 2,488 | $569K |
| Front Row Advisors LLC | 0.21% | Add +44.3% | 2,487 | $569K |
| Penobscot Wealth Management | 0.36% | Reduce -11.3% | 2,483 | $568K |
| Elevation Wealth Partners, LLC | 0.28% | Reduce -6.7% | 2,468 | $564K |
| Trivium Point Advisory, LLC | 0.12% | Add +21.1% | 2,463 | $563K |
| Bedel Financial Consulting, Inc. | 0.09% | Add +9.1% | 2,457 | $562K |
| Pecaut & Co. | 0.21% | Reduce -1.6% | 2,446 | $559K |
| Nikulski Financial, Inc. | 0.19% | Add +4.0% | 2,444 | $559K |
| Meridian Investment Counsel Inc. | 0.19% | Add +35.4% | 2,442 | $558K |
| Stonebridge Financial Planning Group, LLC | 0.29% | Add +5.0% | 2,437 | $557K |
| Keystone Financial Services | 0.24% | Add +0.4% | 2,428 | $555K |
| Texas Capital Bank Wealth Management Services Inc | 0.06% | Add +7.2% | 2,428 | $555K |
| Bell Bank | 0.05% | No change | 2,420 | $553K |
| Root Financial Partners, LLC | 0.16% | Reduce -0.7% | 2,419 | $553K |
| Glaxis Capital Management, LLC | 1.02% | Add +0.3% | 2,398 | $548K |
| Buttonwood Financial Advisors Inc. | 0.26% | Reduce -3.0% | 2,397 | $548K |
| Grandfield & Dodd, LLC | 0.03% | No change | 2,389 | $546K |
| Peregrine Asset Advisers, Inc. | 0.22% | Reduce -2.4% | 2,385 | $545K |
| 1900 Wealth Management LLC | 0.05% | Reduce -20.7% | 2,385 | $545K |
| Old Second National Bank of Aurora | 0.14% | No change | 2,385 | $545K |
| Realta Investment Advisors | 0.11% | Add +32.7% | 2,376 | $543K |
| Francis Financial, Inc. | 0.18% | No change | 2,371 | $542K |
| Luminvest Wealth Management LLC | 0.34% | Reduce -36.1% | 2,302 | $541K |
| True North Advisors, LLC | 0.15% | Add +15.0% | 2,343 | $536K |
| Capital Advisors, Ltd. LLC | 0.07% | Add +0.0% | 2,342 | $535K |
| Schechter Investment Advisors, LLC | 0.04% | Reduce -7.7% | 2,338 | $534K |
| Per Stirling Capital Management, LLC. | 0.09% | Reduce -7.1% | 2,336 | $534K |
| Evernest Financial Advisors, LLC | 0.25% | Add +38.3% | 2,522 | $533K |
| Merriman Wealth Management, LLC | 0.02% | Add +5.3% | 2,326 | $532K |
| Griffin Asset Management, Inc. | 0.06% | Add +0.3% | 2,326 | $532K |
| Fortitude Advisory Group L.L.C. | 0.30% | Add +6.5% | 2,323 | $531K |
| FAS Wealth Partners, Inc. | 0.05% | Reduce -2.5% | 2,322 | $531K |
| Advisory Resource Group | 0.12% | Add +1.5% | 2,318 | $530K |
| Brown, Lisle/Cummings, Inc. | 0.18% | Add +0.0% | 2,303 | $526K |
| Elk River Wealth Management LLC | 0.11% | Reduce -12.6% | 2,295 | $525K |
| Chapin Davis, Inc. | 0.19% | Add +9.4% | 2,294 | $524K |
| Plancorp, LLC | 0.02% | No change | 2,294 | $524K |
| Mattern Capital Management, LLC | 0.07% | No change | 2,283 | $522K |
| Intrinsic Value Partners, LLC | 0.56% | No change | 2,280 | $521K |
| Armstrong Advisory Group, Inc. | 0.05% | No change | 2,436 | $520K |
| M3 Advisory Group, LLC | 0.47% | Add +88.1% | 2,268 | $518K |
| Armbruster Capital Management, Inc. | 0.11% | No change | 2,266 | $518K |
| TrueWealth Advisors, LLC | 0.20% | Reduce -1.6% | 2,253 | $515K |
| First County Bank | 0.25% | Add +8.7% | 2,253 | $515K |
| Intergy Private Wealth, LLC | 0.21% | Reduce -4.8% | 2,250 | $514K |
| Confluence Wealth Services, Inc. | 0.05% | No change | 2,250 | $514K |
| MainStreet Investment Advisors LLC | 0.06% | Reduce -11.6% | 2,245 | $513K |
| Bogart Wealth, LLC | 0.03% | Add +1.6% | 2,241 | $512K |
| Sharp Wealth Advisory, LLC | 0.48% | Reduce -19.0% | 2,240 | $512K |
| Inspirion Wealth Advisors, LLC | 0.08% | Add +35.4% | 2,235 | $511K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +18.0% | 2,217 | $507K |
| Valley National Advisers Inc. | 0.08% | Reduce -5.6% | 2,212 | $505K |
| Nicolet Bankshares Inc. | 0.10% | Add +6.0% | 2,193 | $501K |
| Aua Capital Management, LLC | 0.29% | New | 2,182 | $499K |
| Allen Capital Group, LLC | 0.07% | Reduce -12.2% | 2,179 | $498K |
| Stephen J. Garry & Associates, LLC | 0.51% | Reduce -2.0% | 2,171 | $496K |
| Pinnacle Bancorp, Inc. | 0.15% | Add +8.7% | 2,167 | $495K |
| Clarity Capital Advisors, LLC | 0.40% | Add +0.1% | 2,167 | $495K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +7.2% | 2,162 | $494K |
| Crestone Asset Management LLC | 0.10% | Add +65.0% | 2,155 | $493K |
| Christensen, King & Associates Investment Services, Inc. | 0.25% | Reduce -1.2% | 2,155 | $493K |
| Washburn Capital Management, Inc. | 0.36% | Reduce -14.5% | 2,150 | $491K |
| HUB Investment Partners, LLC | 0.03% | Add +55.4% | 2,147 | $491K |
| Forum Financial Management, LP | 0.01% | Add +74.2% | 2,141 | $489K |
| American Financial & Tax Strategies Inc. | 0.26% | Reduce -4.0% | 2,139 | $489K |
| International Assets Investment Management, LLC | 0.05% | Reduce -29.9% | 2,146 | $486K |
| Sugarloaf Wealth Management, LLC | 0.10% | Add +8.6% | 2,106 | $481K |
| Mascoma Wealth Management LLC | 0.14% | Add +5.0% | 2,102 | $480K |
| Granite Harbor Advisors, Inc. | 0.33% | Reduce -0.8% | 2,093 | $478K |
| LifePlan Investment Advisors, Inc. | 0.38% | New | 2,089 | $478K |
| CVA Family Office, LLC | 0.09% | No change | 2,087 | $477K |
| Stratos Investment Management, LLC | 0.05% | Add +0.1% | 2,081 | $476K |
| Means Investment Co., Inc. | 0.06% | Add +0.7% | 2,078 | $475K |
| Colonial Trust Co / SC | 0.09% | Reduce -11.3% | 2,078 | $475K |
| NTV Asset Management LLC | 0.07% | No change | 2,075 | $474K |
| Olistico Wealth, LLC | 0.34% | Reduce -0.2% | 2,074 | $474K |
| Passive Capital Management, LLC. | 0.19% | No change | 2,074 | $474K |
| Appleton Partners Inc. | 0.04% | Reduce -7.6% | 2,066 | $472K |
| First Interstate Bank | 0.03% | Reduce -9.3% | 2,063 | $472K |
| Meridian Management Co. | 0.13% | Add +0.1% | 2,060 | $471K |
| Rothschild Investment LLC | 0.03% | Add +5.0% | 2,054 | $470K |
| Delta Financial Group, Inc. | 0.14% | Add +8.2% | 2,024 | $463K |
| Wealth Dimensions Group, Ltd. | 0.14% | Reduce -1.2% | 2,025 | $463K |
| LPWM LLC | 0.17% | Add +2.9% | 2,100 | $463K |
| Spinnaker Trust | 0.03% | Add +2.9% | 2,012 | $460K |
| Insight Advisors, LLC/ PA | 0.09% | Add +2.0% | 2,004 | $458K |
| Norris Perne & French LLP | 0.03% | No change | 1,990 | $455K |
| Old National Bancorp | 0.01% | Reduce -24.7% | 1,987 | $454K |
| Heritage Investment Group, Inc. | 0.06% | Add +33.8% | 1,985 | $454K |
| Cannell & Spears LLC | 0.01% | New | 1,975 | $451K |
| Lodestone Wealth Management LLC | 0.24% | Reduce -1.9% | 1,964 | $449K |
| Alpha Financial Advisors, LLC | 0.21% | Add +65.8% | 1,963 | $449K |
| Missouri Trust & Investment Co | 0.17% | Add +1.9% | 1,960 | $448K |
| Thompson Davis & Co., Inc. | 0.30% | Add +4.8% | 1,957 | $447K |
| Aprio Wealth Management, LLC | 0.09% | Add +78.4% | 1,952 | $446K |
| Harbour Investment Management LLC | 0.21% | New | 1,952 | $446K |
| Forum Private Client Group LLC | 0.22% | Reduce -7.1% | 1,952 | $446K |
| Melone Private Wealth, LLC | 0.27% | Add +0.2% | 1,936 | $443K |
| J. W. Coons Advisors, LLC | 0.08% | Add +7.5% | 1,935 | $442K |
| Rede Wealth, LLC | 0.19% | Reduce -36.8% | 1,934 | $442K |
| Advance Capital Management, Inc. | 0.03% | Add +42.5% | 1,933 | $442K |
| WealthCare Investment Partners, LLC | 0.21% | Reduce -5.3% | 1,927 | $440K |
| LJI Wealth Management, LLC | 0.11% | Add +4.3% | 1,917 | $438K |
| German American Bancorp, Inc. | 0.05% | Reduce -79.9% | 1,910 | $437K |
| Chemistry Wealth Management LLC | 0.12% | Add +0.1% | 1,909 | $436K |
| Veery Capital, LLC | 0.18% | Reduce -21.0% | 1,905 | $436K |
| Cypress Capital Group | 0.05% | No change | 1,894 | $433K |
| OLIO Financial Planning | 0.18% | No change | 2,004 | $432K |
| DecisionPoint Financial, LLC | 0.17% | Reduce -3.6% | 1,992 | $431K |
| Selective Wealth Management, Inc. | 0.19% | Reduce -5.8% | 1,954 | $431K |
| AllSquare Wealth Management LLC | 0.25% | No change | 1,880 | $430K |
| Unionview, LLC | 0.35% | Add +0.3% | 1,876 | $429K |
| Adamsbrown Wealth Consultants LLC | 0.17% | Reduce -4.8% | 1,875 | $429K |
| HBK Sorce Advisory LLC | 0.02% | Add +21.0% | 1,871 | $428K |
| Caldwell Trust Co | 0.05% | No change | 1,869 | $427K |
| Bar Harbor Wealth Management | 0.03% | Add +3.6% | 1,864 | $426K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -20.8% | 1,858 | $425K |
| Vision Capital Management, Inc. | 0.06% | Reduce -9.5% | 1,847 | $422K |
| Willis Johnson & Associates, Inc. | 0.04% | Reduce -6.5% | 1,843 | $421K |
| Kaizen Financial Strategies | 0.29% | Reduce -4.9% | 1,842 | $421K |
| Milestone Investment Advisors LLC | 0.11% | No change | 1,841 | $421K |
| Bison Wealth, LLC | 0.07% | Add +4.5% | 1,840 | $421K |
| GEM Asset Management, LLC | 0.28% | Add +2.7% | 1,990 | $420K |
| Horan Securities, Inc. | 0.20% | Reduce -32.3% | 1,838 | $420K |
| Sanctuary Wealth Management, L.L.C. | 0.34% | New | 1,820 | $416K |
| Wilmington Savings Fund Society, FSB | 0.02% | — | 1,820 | $416K |
| Pacific Sage Partners, LLC | 0.11% | Add +13.8% | 1,815 | $415K |
| First National Bank of Mount Dora, Trust Investment Services | 0.10% | Reduce -0.8% | 1,808 | $413K |
| LifeGuide Financial Advisors, LLC | 0.21% | Reduce -21.6% | 1,806 | $413K |
| Kavar Capital Partners Group, LLC | 0.08% | Reduce -49.3% | 1,800 | $411K |
| World Investment Advisors | 0.06% | Reduce -78.5% | 1,797 | $411K |
| Kirtland Hills Capital Management, LLC | 0.35% | — | 1,858 | $410K |
| Verdence Capital Advisors LLC | 0.04% | Add +1.5% | 1,787 | $408K |
| Autumn Glory Partners, LLC | 0.20% | No change | 1,785 | $408K |
| Summit Wealth & Retirement Planning, Inc. | 0.15% | Add +8.7% | 1,781 | $407K |
| LexAurum Advisors, LLC | 0.10% | Reduce -12.7% | 1,777 | $406K |
| Mogy Joel R Investment Counsel Inc. | 0.03% | Add +102.9% | 1,775 | $406K |
| Continental Investors Services, Inc. | 0.96% | Add +32.6% | 1,785 | $405K |
| TrinityPoint Wealth, LLC | 0.07% | Add +1.7% | 1,768 | $404K |
| Equita Financial Network, Inc. | 0.18% | Add +81.0% | 1,767 | $404K |
| Tolleson Wealth Management, Inc. | 0.08% | No change | 1,761 | $403K |
| Titleist Asset Management, LLC | 0.07% | New | 1,762 | $403K |
| Paragon Capital Management LLC | 0.22% | Add +0.2% | 1,761 | $403K |
| Girard Partners LTD. | 0.04% | Reduce -24.1% | 1,760 | $403K |
| Legacy Private Trust Co. | 0.03% | New | 1,760 | $402K |
| Evergreen Wealth Management, LLC | 0.27% | No change | 1,739 | $398K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -2.6% | 1,737 | $397K |
| Arvest Trust Co. N A | 0.02% | Reduce -52.4% | 1,731 | $396K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -0.5% | 1,726 | $395K |
| Camden National Bank | 0.07% | Add +2.3% | 1,725 | $394K |
| Philadelphia Trust Co. | 0.03% | Reduce -21.2% | 1,725 | $394K |
| Arthur M. Cohen & Associates, LLC | 0.08% | Reduce -30.9% | 1,705 | $390K |
| Carret Asset Management, LLC | 0.05% | Add +3.0% | 1,695 | $387K |
| Relyea Zuckerberg Hanson LLC | 0.07% | Add +0.2% | 1,694 | $387K |
| TruNorth Capital Management, LLC | 0.13% | — | 1,692 | $387K |
| Total Clarity Wealth Management, Inc. | 0.13% | Add +2.8% | 1,688 | $386K |
| Global Financial Private Client, LLC | 0.17% | Add +1.3% | 1,701 | $385K |
| Fortis Capital Management LLC | 0.10% | Add +0.3% | 1,684 | $385K |
| Nova R Wealth, Inc. | 0.20% | Add +20.3% | 1,683 | $385K |
| Bouchey Financial Group, Ltd. | 0.04% | Reduce -1.9% | 1,679 | $384K |
| Harmony Asset Management LLC | 0.16% | New | 1,669 | $382K |
| Savvy Advisors, Inc. | 0.22% | Reduce -7.7% | 1,665 | $381K |
| Partnership Wealth Management, LLC | 0.27% | Add +0.2% | 1,660 | $379K |
| Integrity Wealth Solutions LLC | 0.25% | Add +10.5% | 1,658 | $379K |
| Weitzel Financial Services, Inc. | 0.19% | No change | 1,672 | $379K |
| Howland Capital Management LLC | 0.02% | No change | 1,647 | $376K |
| Cedar Point Capital Partners, LLC | 0.29% | Reduce -7.1% | 1,644 | $376K |
| Belmont Capital, LLC | 0.10% | Add +87.2% | 1,638 | $374K |
| FF Advisors,LLC | 0.26% | Add +7.9% | 1,633 | $373K |
| Smith Salley Wealth Management | 0.03% | Reduce -19.2% | 1,633 | $373K |
| Altiora Financial Group, LLC | 0.10% | No change | 1,631 | $373K |
| Middleton & Co. Inc. | 0.04% | No change | 1,630 | $373K |
| Clearstead Trust, LLC | 0.10% | Add +0.3% | 1,626 | $372K |
| Tower View Wealth Management LLC | 0.22% | Add +0.3% | 1,620 | $370K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 1,618 | $370K |
| Trilogy Capital Inc. | 0.02% | Add +16.5% | 1,613 | $369K |
| Coastwise Capital Group, LLC | 0.34% | No change | 1,602 | $366K |
| Jane Street Group, LLC | 0.00% | Reduce -30.0% | 1,600 | $366K |
| Legacy Financial Advisors, Inc. | 0.07% | Reduce -5.1% | 1,599 | $366K |
| WealthTrust Axiom LLC | 0.12% | No change | 1,590 | $363K |
| Plante Moran Financial Advisors, LLC | 0.04% | Add +354.1% | 1,585 | $362K |
| Eagle Bay Advisors LLC | 0.23% | Add +549.2% | 1,584 | $362K |
| Keener Financial Planning LLC | 0.25% | No change | 1,580 | $362K |
| Curi Capital, LLC | 0.01% | Add +28.3% | 1,580 | $361K |
| River Street Advisors LLC | 0.24% | New | 1,580 | $361K |
| Obsidian Personal Planning Solutions LLC | 0.24% | New | 1,689 | $361K |
| Synergy Financial Group, LTD | 0.41% | New | 1,577 | $360K |
| Elmwood Wealth Management, Inc. | 0.15% | Add +15.8% | 1,572 | $359K |
| Austin Private Wealth, LLC | 0.04% | Reduce -10.6% | 1,602 | $359K |
| Donor Advised Charitable Giving, Inc. | 0.01% | No change | 1,571 | $359K |
| Sara-Bay Financial | 0.16% | Add +7.0% | 1,578 | $358K |
| Florida Financial Advisors, LLC | 0.26% | Add +60.1% | 1,561 | $357K |
| EagleClaw Capital Managment, LLC | 0.06% | No change | 1,550 | $354K |
| Discipline Wealth Solutions, LLC | 0.32% | Reduce -42.0% | 1,546 | $350K |
| Transform Wealth, LLC | 0.03% | Add +13.7% | 1,532 | $350K |
| Quantinno Capital Management LP | 0.01% | Add +10.4% | 1,525 | $349K |
| Oak Harvest Investment Services | 0.06% | Add +16.2% | 1,516 | $347K |
| DF Dent & Co. Inc. | 0.00% | No change | 1,510 | $345K |
| Shepherd Financial Partners LLC | 0.04% | No change | 1,504 | $344K |
| Cambridge Financial Group, LLC | 0.16% | Add +0.1% | 1,502 | $343K |
| Retirement Guys Formula LLC | 0.17% | Add +51.2% | 1,501 | $343K |
| Schmidt P J Investment Management Inc. | 0.06% | Add +6.2% | 1,498 | $342K |
| Cutler Group LLC / CA | 0.17% | Add +400.0% | 1,500 | $342K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -6.1% | 1,488 | $340K |
| Alta Wealth Advisors LLC | 0.17% | Reduce -2.3% | 1,487 | $340K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 1,483 | $339K |
| Argus Investors' Counsel, Inc. | 0.21% | New | 1,480 | $338K |
| Horst & Graben Wealth Management LLC | 0.07% | Reduce -0.8% | 1,466 | $335K |
| Alliance Wealth Advisors, LLC | 0.21% | Reduce -5.4% | 1,462 | $334K |
| Westmount Partners, LLC | 0.12% | Reduce -1.1% | 1,462 | $334K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Reduce -11.6% | 1,459 | $334K |
| Glen Eagle Advisors, LLC | 0.06% | Add +9.5% | 1,458 | $333K |
| L. Roy Papp & Associates, LLP | 0.04% | Add +16.0% | 1,455 | $333K |
| Callan Capital, LLC | 0.03% | No change | 1,452 | $332K |
| Archer Investment Corp | 0.10% | Add +1.1% | 1,443 | $330K |
| Congress Asset Management Co. | 0.00% | No change | 1,443 | $330K |
| HM Payson & Co. | 0.01% | Add +3.2% | 1,436 | $328K |
| Kwmg, LLC | 0.04% | Reduce -14.1% | 1,435 | $328K |
| Diversify Advisory Services, LLC | 0.02% | — | 1,447 | $328K |
| Azimuth Capital Investment Management LLC | 0.01% | New | 1,435 | $328K |
| Herold Advisors, Inc. | 0.08% | Add +1.3% | 1,433 | $328K |
| Human Investing LLC | 0.07% | Add +2.1% | 1,431 | $327K |
| Pennsylvania Capital Management Inc. | 0.14% | No change | 1,430 | $327K |
| Hancock Whitney Corp. | 0.01% | No change | 1,429 | $327K |
| Madison Wealth Partners, Inc | 0.12% | No change | 1,422 | $325K |
| Flower City Capital | 0.22% | Reduce -1.3% | 1,416 | $324K |
| Sheets Smith Wealth Management | 0.04% | New | 1,414 | $323K |
| Douglass Winthrop Advisors, LLC | 0.01% | New | 1,395 | $319K |
| Windward Private Wealth Management Inc. | 0.13% | Reduce -15.4% | 1,394 | $319K |
| Howe & Rusling Inc. | 0.03% | Add +15.6% | 1,389 | $318K |
| Angeles Wealth Management, LLC | 0.03% | Reduce -22.8% | 1,388 | $317K |
| Tiller Private Wealth, Inc. | 0.14% | Reduce -31.6% | 1,385 | $317K |
| JGP Wealth Management, LLC | 0.05% | Reduce -7.0% | 1,382 | $316K |
| Warren Street Wealth Advisors, LLC | 0.16% | No change | 1,381 | $316K |
| Lion Street Advisors, LLC | 0.13% | No change | 1,477 | $315K |
| Clifford Group, LLC | 0.26% | No change | 1,374 | $314K |
| Invst, LLC | 0.04% | Add +2.8% | 1,378 | $312K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 1,360 | $311K |
| Abacus Wealth Partners, LLC | 0.05% | New | 1,356 | $310K |
| Total Wealth Planning, LLC | 0.05% | Reduce -12.3% | 1,355 | $310K |
| Clark Estates Inc. | 0.05% | No change | 1,350 | $309K |
| Farmers Trust Co. | 0.06% | Add +17.4% | 1,349 | $308K |
| Detalus Advisors, LLC | 0.11% | Add +1.5% | 1,346 | $308K |
| Opal Wealth Advisors, LLC | 0.10% | Add +17.1% | 1,345 | $308K |
| Grey Ledge Advisors, LLC | 0.09% | Add +9.5% | 1,343 | $307K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +2.6% | 1,342 | $307K |
| Kelly Financial Services LLC | 0.12% | Reduce -9.4% | 1,337 | $306K |
| Key Financial Inc | 0.08% | No change | 1,336 | $305K |
| First Trust Direct Indexing L.P. | 0.02% | New | 1,335 | $305K |
| Resources Management Corp. /CT/ | 0.04% | Add +0.4% | 1,336 | $305K |
| KWB Wealth | 0.04% | Reduce -1.6% | 1,329 | $304K |
| Balboa Wealth Partners | 0.10% | Reduce -9.2% | 1,328 | $304K |
| ZWJ Investment Counsel Inc. | 0.01% | Add +20.4% | 1,317 | $301K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -2.7% | 1,312 | $300K |
| Bakala Capital LLC | 2.57% | New | 1,307 | $299K |
| Resonant Capital Advisors, LLC | 0.03% | No change | 1,302 | $298K |
| Wills Financial Group, Inc. | 0.14% | No change | 1,296 | $296K |
| WMG Financial Advisors, LLC | 0.17% | Reduce -7.9% | 1,295 | $296K |
| Hill Investment Group Partners, LLC | 0.04% | No change | 1,293 | $296K |
| Indiana Trust & Investment Management Co | 0.12% | No change | 1,292 | $295K |
| Dravo Bay LLC | 0.17% | Add +25.3% | 1,287 | $294K |
| First Financial Bankshares Inc | 0.01% | Reduce -3.8% | 1,287 | $294K |
| Hilltop Holdings Inc. | 0.03% | Add +17.0% | 1,282 | $293K |
| Fernwood Investment Management, LLC | 0.08% | Reduce -11.3% | 1,265 | $289K |
| L.M. Kohn & Company | 0.08% | Reduce -7.1% | 1,264 | $289K |
| Wellington Wealth Strategies, LLC. | 0.13% | New | 1,263 | $289K |
| Prosperity Consulting Group, LLC | 0.04% | Add +16.7% | 1,258 | $288K |
| Pitcairn Co. | 0.02% | No change | 1,257 | $287K |
| Financial Life Advisors | 0.12% | Reduce -27.7% | 1,254 | $287K |
| GHP Investment Advisors, Inc. | 0.01% | Reduce -3.6% | 1,253 | $286K |
| Motco | 0.02% | Add +900.0% | 1,250 | $286K |
| Valley Financial Group, Inc. | 0.22% | Reduce -13.7% | 1,249 | $286K |
| CGC Financial Services, LLC | 0.15% | No change | 1,247 | $285K |
| MBA Advisors LLC | 0.15% | Reduce -2.2% | 1,244 | $284K |
| Derbend Asset Management | 0.14% | Add +0.3% | 1,242 | $284K |
| SJS Investment Consulting Inc. | 0.06% | No change | 1,239 | $283K |
| Monograph Wealth Advisors, LLC | 0.04% | Reduce -26.7% | 1,236 | $282K |
| Aspect Partners, LLC | 0.22% | No change | 1,226 | $280K |
| RVW Wealth, LLC | 0.03% | Add +29.0% | 1,223 | $280K |
| Live Oak Private Wealth LLC | 0.05% | Add +0.5% | 1,222 | $279K |
| SilverOak Wealth Management LLC | 0.07% | Reduce -5.3% | 1,219 | $279K |
| Raffa Wealth Management, LLC | 0.08% | Add +0.3% | 1,215 | $278K |
| Oakworth Capital, Inc. | 0.02% | Add +2.2% | 1,213 | $277K |
| Campbell Wealth Management | 0.03% | Add +7.6% | 1,213 | $277K |
| Busey Bank | 0.01% | Reduce -23.5% | 1,205 | $275K |
| Lincoln Capital LLC | 0.06% | Add +8.7% | 1,202 | $275K |
| Richard P Slaughter Associates Inc | 0.07% | Reduce -0.8% | 1,202 | $275K |
| Millington Financial Advisors, LLC | 0.20% | Add +2.7% | 1,201 | $275K |
| Cornerstone Advisory, LLC | 0.04% | Reduce -20.8% | 1,200 | $274K |
| New Century Financial Group, LLC | 0.19% | Add +4.0% | 1,196 | $273K |
| RDA Financial Network | 0.09% | No change | 1,196 | $273K |
| Facet Wealth, Inc. | 0.01% | New | 1,232 | $273K |
| Sequent Planning LLC | 0.10% | — | 1,193 | $273K |
| Marco Investment Management LLC | 0.03% | New | 1,189 | $272K |
| Tactive Advisors, LLC | 0.14% | Reduce -17.3% | 1,188 | $272K |
| Boston Mountain Money Management Inc. | 0.19% | — | 1,188 | $272K |
| McCarthy Asset Management, Inc. | 0.17% | Reduce -12.4% | 1,187 | $271K |
| Shakespeare Wealth Management, LLC | 0.08% | Reduce -1.1% | 1,186 | $271K |
| Moody National Bank Trust Division | 0.02% | No change | 1,186 | $271K |
| Vise Technologies, Inc. | 0.05% | Reduce -35.4% | 1,184 | $271K |
| 4Thought Financial Group Inc. | 0.18% | Add +19.4% | 1,179 | $270K |
| Personal Cfo Solutions, LLC | 0.04% | New | 1,173 | $268K |
| DHJJ Financial Advisors, Ltd. | 0.12% | No change | 1,168 | $267K |
| Aull & Monroe Investment Management Corp | 0.12% | No change | 1,168 | $267K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -50.2% | 1,166 | $267K |
| Capital Advisors Wealth Management, LLC | 0.06% | Add +3.9% | 1,160 | $265K |
| Callan Family Office, LLC | 0.06% | No change | 1,159 | $265K |
| Brown Miller Wealth Management, LLC | 0.12% | No change | 1,154 | $264K |
| Heck Capital Advisors, LLC | 0.04% | Add +0.3% | 1,153 | $264K |
| Beacon Capital Management, LLC | 0.05% | Reduce -0.4% | 1,148 | $262K |
| Sunpointe, LLC | 0.29% | Reduce -19.0% | 1,142 | $261K |
| Shared Vision Wealth Group LLC | 0.16% | No change | 1,141 | $261K |
| Perkins Coie Trust Co | 0.06% | No change | 1,140 | $261K |
| Capital Wealth Management, LLC | 0.12% | Reduce -36.6% | 1,135 | $259K |
| Courage Miller Partners, LLC | 0.09% | Add +0.2% | 1,133 | $259K |
| Blueprint Investment Partners LLC | 0.05% | Reduce -5.2% | 1,130 | $258K |
| Beck Mack & Oliver LLC | 0.01% | Reduce -3.4% | 1,130 | $258K |
| Austin Wealth Management, LLC | 0.06% | Add +1.1% | 1,153 | $258K |
| R. W. Roge & Company, Inc. | 0.16% | Reduce -3.8% | 1,126 | $258K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -1.0% | 1,205 | $257K |
| 180 Wealth Advisors, LLC | 0.05% | Add +1.3% | 1,125 | $257K |
| Traction Financial Partners, LLC | 0.20% | Reduce -9.1% | 1,154 | $257K |
| Geometric Wealth Advisors | 0.06% | No change | 1,116 | $255K |
| Pegasus Partners Ltd. | 0.03% | No change | 1,115 | $255K |
| Aletheian Wealth Advisors LLC | 0.14% | Reduce -1.7% | 1,112 | $254K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.11% | No change | 1,177 | $254K |
| Waterfront Wealth Inc. | 0.07% | Reduce -19.3% | 1,175 | $253K |
| BKM Wealth Management, LLC | 0.11% | Reduce -29.3% | 1,105 | $253K |
| Valued Retirements, Inc. | 0.40% | Add +0.1% | 1,096 | $250K |
| Raleigh Capital Management Inc. | 0.11% | Reduce -1.1% | 1,096 | $250K |
| Elevate Wealth Advisory, Inc. | 0.22% | No change | 1,095 | $250K |
| Davis Investment Partners, LLC | 0.11% | No change | 1,128 | $249K |
| Foster Group, Inc. | 0.01% | New | 1,082 | $247K |
| Sentry LLC | 0.05% | No change | 1,080 | $247K |
| Stonegate Investment Group, LLC | 0.01% | Add +11.9% | 1,080 | $247K |
| Matrix Asset Advisors Inc. | 0.03% | No change | 1,078 | $246K |
| Sentinel Pension Advisors, LLC | 0.05% | Add +1.9% | 1,074 | $246K |
| BCGM Wealth Management, LLC | 0.09% | Reduce -17.1% | 1,073 | $245K |
| Silvia McColl Wealth Management, LLC | 0.21% | Add +1.0% | 1,110 | $245K |
| Lake Street Private Wealth, LLC | 0.03% | Add +0.1% | 1,065 | $244K |
| SpiderRock Advisors, LLC | 0.01% | — | 1,108 | $243K |
| Stonebrook Private Inc. | 0.07% | Reduce -10.4% | 1,063 | $243K |
| Truvestments Capital LLC | 0.09% | Add +0.3% | 1,061 | $243K |
| Sensible Money, LLC | 0.13% | No change | 1,061 | $243K |
| Penobscot Investment Management Company, Inc. | 0.03% | New | 1,059 | $242K |
| Covenant Asset Management, LLC | 0.06% | No change | 1,055 | $241K |
| Revisor Wealth Management LLC | 0.11% | Reduce -14.9% | 1,076 | $240K |
| Walker Financial Services, Inc. | 0.20% | New | 1,050 | $240K |
| Reynders McVeigh Capital Management, LLC | 0.01% | New | 1,036 | $237K |
| Prostatis Group LLC | 0.09% | New | 1,026 | $235K |
| Impact Partnership Wealth, LLC | 0.09% | Reduce -12.3% | 1,025 | $234K |
| Community Bank, N.A. | 0.03% | No change | 1,025 | $234K |
| Level Financial Advisors | 0.11% | Add +36.0% | 1,024 | $234K |
| Bensler, LLC | 0.03% | Reduce -11.4% | 1,021 | $233K |
| FinTrust Capital Advisors, LLC | 0.05% | No change | 1,021 | $233K |
| ETF Store, Inc. | 0.13% | Add +0.3% | 1,020 | $233K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -6.1% | 1,018 | $233K |
| Breakwater Investment Management | 0.11% | — | 1,016 | $232K |
| Madison Park Capital Advisors, LLC | 0.20% | New | 1,015 | $232K |
| Northstar Advisory Group, LLC | 0.14% | Reduce -2.3% | 1,039 | $232K |
| VERITY Wealth Advisors | 0.18% | No change | 1,015 | $232K |
| Nixon Peabody Trust Co. | 0.02% | Reduce -15.9% | 1,015 | $232K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Add +2.3% | 1,014 | $232K |
| IAG Wealth Partners, LLC | 0.05% | Reduce -0.4% | 1,013 | $232K |
| Gilbert & Cook, Inc. | 0.03% | No change | 1,012 | $231K |
| Good Life Advisors, LLC | 0.02% | Reduce -48.3% | 1,010 | $231K |
| CAP Partners, LLC | 0.20% | No change | 1,010 | $231K |
| WNY Asset Management, LLC | 0.04% | Reduce -27.3% | 1,009 | $231K |
| Tempus Wealth Planning, LLC | 0.10% | No change | 1,001 | $229K |
| EnRich Financial Partners LLC | 0.09% | Add +0.2% | 1,000 | $229K |
| Shulman DeMeo Asset Management LLC | 0.06% | No change | 1,000 | $229K |
| Security National Bank of Sioux City Iowa | 0.16% | Reduce -85.5% | 992 | $227K |
| Tsfg, LLC | 0.06% | Add +21.1% | 987 | $226K |
| First Trust Investment Solutions L.P. | 0.04% | No change | 988 | $226K |
| Barclays PLC | 0.00% | No change | 988 | $226K |
| Ballentine Capital Advisors, Inc | 0.12% | No change | 995 | $225K |
| Amplius Wealth Advisors, LLC | 0.03% | Reduce -6.1% | 976 | $223K |
| Burt Wealth Advisors | 0.06% | New | 972 | $222K |
| First Western Trust Bank | 0.01% | No change | 969 | $222K |
| Bluesphere Advisors LLC | 0.12% | Add +0.3% | 966 | $221K |
| Bluespring Wealth Management, LLC | 0.02% | Reduce -13.0% | 962 | $220K |
| Retirement Income Solutions, Inc. | 0.05% | No change | 961 | $220K |
| Grant/GrossMendelsohn, LLC | 0.10% | New | 974 | $219K |
| Interchange Capital Partners, LLC | 0.15% | New | 893 | $217K |
| Baxter Bros Inc. | 0.03% | Reduce -2.4% | 943 | $216K |
| AF Advisors, Inc. | 0.05% | New | 935 | $214K |
| GFG Capital, LLC | 0.06% | New | 935 | $214K |
| Mason Investment Advisory Services, Inc. | 0.01% | New | 935 | $214K |
| Fragasso Financial Advisors Inc | 0.02% | Reduce -7.5% | 935 | $214K |
| Oarsman Capital, Inc. | 0.05% | Reduce -21.3% | 933 | $213K |
| Jacobi Capital Management LLC | 0.02% | Reduce -2.6% | 931 | $213K |
| Holderness Investments Co. | 0.05% | New | 931 | $213K |
| High Net Worth Advisory Group LLC | 0.07% | New | 929 | $213K |
| Private Management Group Inc. | 0.01% | Reduce -3.0% | 928 | $212K |
| Covestor Ltd | 0.13% | Add +12.9% | 927 | $212K |
| Quent Capital, LLC | 0.02% | Reduce -7.2% | 926 | $212K |
| Twin Capital Management Inc. | 0.03% | New | 925 | $212K |
| Central Bank & Trust Co. | 0.03% | No change | 925 | $211K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 925 | $211K |
| Matisse Capital | 0.10% | Reduce -2.4% | 923 | $211K |
| Berkeley, Inc | 0.13% | Reduce -15.1% | 921 | $211K |
| Pine Harbor Wealth Management, LLC | 0.13% | Reduce -31.1% | 921 | $210K |
| Essex LLC | 0.05% | New | 917 | $210K |
| North Ridge Wealth Advisors, Inc. | 0.16% | Reduce -6.5% | 915 | $209K |
| Drake & Associates, LLC | 0.08% | New | 914 | $209K |
| Correct Capital Wealth Management | 0.05% | New | 913 | $209K |
| StrongBox Wealth, LLC | 0.11% | New | 910 | $208K |
| Osborne Partners Capital Management, LLC | 0.01% | New | 909 | $208K |
| First Foundation Advisors | 0.01% | Reduce -18.6% | 909 | $208K |
| Retirement Capital Strategies | 0.08% | New | 907 | $207K |
| Ehrlich Financial Group | 0.17% | New | 901 | $206K |
| Pacific Financial Group Inc. | 0.14% | New | 901 | $206K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 900 | $206K |
| Regimen Wealth, LLC | 0.07% | New | 898 | $205K |
| Roman Butler Fullerton & Co. | 0.08% | No change | 961 | $205K |
| RKL Wealth Management LLC | 0.02% | New | 897 | $205K |
| Kraft, Davis & Associates, LLC | 0.06% | New | 910 | $204K |
| Nilsine Partners, LLC | 0.03% | New | 891 | $204K |
| Coyle Financial Counsel LLC | 0.07% | Reduce -12.8% | 890 | $203K |
| Tudor Investment Corporation | 0.00% | New | 890 | $203K |
| Colonial River Investments, LLC | 0.11% | New | 889 | $203K |
| Braun-Bostich & Associates Inc. | 0.17% | Reduce -12.1% | 888 | $203K |
| Beacon Wealthcare LLC | 0.09% | New | 887 | $203K |
| Buffington Mohr McNeal | 0.04% | New | 885 | $202K |
| Signet Financial Management, LLC | 0.03% | New | 882 | $202K |
| Almanack Investment Partners, LLC. | 0.03% | New | 881 | $201K |
| Beam Wealth Advisors, Inc. | 0.12% | New | 880 | $201K |
| Evergreen Advisors, LLC | 0.06% | New | 880 | $201K |
| Absolute Capital Management, LLC | 0.13% | New | 877 | $201K |
| Caldwell Sutter Capital, Inc. | 0.10% | Add +8.7% | 878 | $201K |
| RCS Financial Planning, LLC | 0.12% | New | 877 | $200K |
| LVW Advisors, LLC | 0.03% | New | 877 | $200K |
| Richard W. Paul & Associates, LLC | 0.08% | Reduce -6.4% | 863 | $197K |
| Twin City Private Wealth, LLC | 0.19% | — | 842 | $192K |
| MCF Advisors LLC | 0.01% | Reduce -4.0% | 824 | $188K |
| WealthShield Partners, LLC | 0.03% | Reduce -46.3% | 812 | $186K |
| Belvedere Trading LLC | 0.01% | New | 801 | $183K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | Reduce -4.9% | 791 | $181K |
| LRI Investments, LLC | 0.05% | — | 790 | $181K |
| Heritage Wealth Advisors | 0.01% | Reduce -80.7% | 790 | $181K |
| Advantage Trust Co | 0.13% | Add +40.3% | 766 | $175K |
| Register Financial Advisors LLC | 0.09% | Add +86.1% | 735 | $168K |
| NorthRock Partners, LLC | 0.01% | Add +25.6% | 730 | $167K |
| Pathway Financial Advisers, LLC | 0.06% | Add +7.3% | 703 | $161K |
| Northwest Bank & Trust Co | 0.15% | No change | 746 | $159K |
| Morling Financial Advisors, LLC | 0.09% | No change | 680 | $155K |
| Burkett Financial Services, LLC | 0.08% | Add +2.3% | 672 | $154K |
| Coston, McIsaac & Partners | 0.05% | No change | 657 | $150K |
| Hazlett, Burt & Watson, Inc. | 0.09% | Add +17.8% | 654 | $149K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -23.6% | 632 | $144K |
| Vestor Capital, LLC | 0.01% | New | 608 | $139K |
| Financial Gravity Asset Management, Inc. | 0.04% | No change | 632 | $135K |
| Cape Investment Advisory, Inc. | 0.06% | Add +2.5% | 562 | $128K |
| Planning Capital Management Corp | 0.09% | Reduce -72.9% | 558 | $128K |
| Pacific Center for Financial Services | 0.04% | No change | 558 | $128K |
| CarsonAllaria Wealth Management, Ltd. | 0.08% | New | 555 | $127K |
| WealthCollab, LLC | 0.09% | No change | 546 | $125K |
| Element Wealth, LLC | 0.07% | No change | 540 | $123K |
| JFS Wealth Advisors, LLC | 0.01% | Add +0.2% | 536 | $123K |
| Centennial Bank | 0.06% | Add +8.5% | 534 | $122K |
| Founders Capital Management | 0.08% | Reduce -12.4% | 524 | $120K |
| Balentine LLC | 0.00% | Add +2.8% | 524 | $120K |
| Woodard & Co. Asset Management Group Inc. | 0.03% | No change | 500 | $114K |
| Toth Financial Advisory Corp. | 0.01% | Add +0.2% | 499 | $114K |
| Versant Capital Management, Inc | 0.03% | Add +9.7% | 497 | $114K |
| Private Wealth Management Group, LLC | 0.05% | No change | 480 | $110K |
| Atticus Wealth Management, LLC | 0.04% | Add +0.2% | 479 | $109K |
| BNP Paribas Financial Markets | 0.00% | Add +75.7% | 478 | $109K |
| Townsend Asset Management Corp. /NC/ | 0.04% | Reduce -11.4% | 467 | $107K |
| Custom Portfolio Group LLC | 0.09% | No change | 458 | $105K |
| Armor Investment Advisors, LLC | 0.05% | No change | 456 | $104K |
| Global Trust Asset Management, LLC | 0.04% | Reduce -11.1% | 450 | $103K |
| Vermillion & White Wealth Management Group, LLC | 0.08% | New | 450 | $103K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +0.2% | 446 | $102K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 445 | $102K |
| Broadwater Capital Management LLC | 0.08% | No change | 445 | $102K |
| EPG Wealth Management LLC | 0.02% | No change | 439 | $100K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 492 | $99K |
| Ulland Investment Advisors, LLC | 0.08% | Add +1.2% | 425 | $97K |
| West Oak Capital, LLC | 0.04% | No change | 418 | $96K |
| Sunbelt Securities, Inc. | 0.01% | Add +4.0% | 413 | $94K |
| Nemes Rush Group LLC | 0.01% | Reduce -23.4% | 409 | $93K |
| Clear Point Advisors Inc. | 0.08% | Add +0.3% | 405 | $92K |
| Arcadia Investment Management Corp. | 0.02% | No change | 404 | $92K |
| First Community Trust NA | 0.08% | No change | 389 | $89K |
| Tyler-Stone Wealth Management | 0.04% | No change | 385 | $88K |
| Gradient Investments LLC | 0.00% | Add +1.3% | 379 | $87K |
| Mb, Levis & Associates, LLC | 0.05% | Add +0.3% | 378 | $86K |
| Smartleaf Asset Management LLC | 0.02% | Add +2.5% | 375 | $85K |
| Gilliland Jeter Wealth Management LLC | 0.03% | New | 371 | $85K |
| Birchbrook, Inc. | 0.05% | Reduce -9.2% | 367 | $84K |
| Albion Financial Group | 0.01% | No change | 360 | $82K |
| GS Investments, Inc. | 0.04% | No change | 357 | $82K |
| Paladin Advisory Group, LLC | 0.06% | No change | 355 | $80K |
| Granite FO LLC | 0.04% | No change | 328 | $76K |
| Pacifica Partners Inc. | 0.03% | No change | 316 | $71K |
| PSI Advisors, LLC | 0.03% | No change | 309 | $71K |
| Mark Sheptoff Financial Planning, LLC | 0.04% | No change | 300 | $69K |
| City Holding Co. | 0.01% | No change | 294 | $67K |
| Cambridge Trust Co. | 0.00% | No change | 291 | $67K |
| Trust Co | 0.01% | No change | 275 | $63K |
| Russell Investments Group, Ltd. | 0.00% | New | 272 | $62K |
| FSA Wealth Management LLC | 0.03% | Add +26900.0% | 270 | $62K |
| Bfsg, LLC | 0.01% | No change | 269 | $61K |
| MTM Investment Management, LLC | 0.02% | Add +725.0% | 264 | $60K |
| Spotlight Asset Group, Inc. | 0.04% | No change | 262 | $60K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -0.4% | 260 | $60K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -86.5% | 224 | $59K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -47.1% | 258 | $59K |
| Global Wealth Strategies & Associates | 0.02% | Reduce -46.1% | 254 | $58K |
| Robinswood Financial LLC | 0.02% | Add +2.0% | 256 | $58K |
| Criterion Capital Advisors, LLC | 0.04% | No change | 250 | $57K |
| Sawyer & Company, Inc | 0.02% | Add +66.7% | 245 | $56K |
| Palisade Asset Management, LLC | 0.01% | New | 242 | $55K |
| Financial Management Professionals, Inc. | 0.01% | No change | 242 | $55K |
| SRH Advisors, LLC | 0.02% | No change | 240 | $55K |
| HighMark Wealth Management LLC | 0.03% | Add +577.1% | 237 | $54K |
| ESL Trust Services, LLC | 0.01% | New | 231 | $53K |
| Main Management LLC | 0.00% | New | 229 | $52K |
| Hilltop National Bank | 0.02% | — | 221 | $51K |
| Hantz Financial Services, Inc. | 0.00% | Add +7.3% | 219 | $50K |
| Acima Private Wealth, LLC | 0.02% | Reduce -9.6% | 217 | $50K |
| Wit, LLC | 1.46% | Reduce -20.1% | 210 | $48K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 210 | $48K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | No change | 209 | $48K |
| LifeSteps Financial, Inc. | 0.04% | New | 208 | $48K |
| First Personal Financial Services | 0.01% | Reduce -33.0% | 205 | $47K |
| Marquette Associates, Inc. | 0.03% | Reduce -85.6% | 182 | $42K |
| SYM FINANCIAL Corp | 0.01% | No change | 180 | $41K |
| Your Advocates Ltd., LLP | 0.02% | Add +1383.3% | 178 | $41K |
| Colonial Trust Advisors | 0.00% | No change | 178 | $41K |
| NFSG Corp | 0.02% | No change | 175 | $40K |
| Goodman Advisory Group, LLC | 0.01% | No change | 173 | $40K |
| Orion Capital Management LLC | 0.02% | No change | 158 | $36K |
| Union Savings Bank | 0.02% | No change | 158 | $36K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.02% | No change | 155 | $35K |
| Tucker Asset Management LLC | 0.01% | No change | 155 | $35K |
| Winch Advisory Services, LLC | 0.01% | Add +0.7% | 152 | $35K |
| Family Manage LLC | 0.01% | No change | 150 | $34K |
| Canton Hathaway, LLC | 0.01% | No change | 150 | $34K |
| Alaska Wealth Advisors, LLC | 0.01% | No change | 148 | $34K |
| Rain Capital Management, LLC | 0.02% | No change | 146 | $33K |
| Ballast Advisors LLC | 0.01% | Reduce -23.7% | 145 | $33K |
| Hanson & Doremus Investment Management | 0.01% | No change | 145 | $33K |
| Syntrinsic LLC | 0.01% | No change | 144 | $33K |
| Chesapeake Asset Management LLC | 0.03% | Add +110.3% | 143 | $33K |
| Bellevue Asset Management, LLC | 0.02% | Add +0.7% | 143 | $33K |
| Addison Advisors LLC | 0.01% | Add +5.3% | 140 | $32K |
| AlphaMark Advisors, LLC | 0.01% | Reduce -42.2% | 137 | $31K |
| Signature Resources Capital Management, LLC | 0.03% | No change | 144 | $31K |
| Private Wealth Strategies, L.L.C. | 0.01% | New | 29,795 | $30K |
| Syntax Research, Inc. | 0.02% | No change | 129 | $29K |
| Concord Wealth Partners | 0.01% | No change | 129 | $29K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 124 | $28K |
| Robinson Capital Management, LLC | 0.01% | Reduce -50.0% | 125 | $27K |
| Avion Wealth | 0.01% | No change | 116 | $27K |
| Ironwood Wealth Management, LLC. | 0.01% | Add +8.7% | 112 | $26K |
| Studio Investment Management LLC | 0.01% | New | 109 | $25K |
| GAMMA Investing LLC | 0.01% | No change | 109 | $25K |
| Sittner & Nelson, LLC | 0.01% | No change | 107 | $24K |
| First Pacific Financial | 0.01% | New | 100 | $23K |
| Compass Wealth Management LLC | 0.01% | No change | 100 | $23K |
| Godsey & Gibb, Inc. | 0.00% | New | 100 | $23K |
| Arlington Trust Co LLC | 0.01% | No change | 90 | $21K |
| Global Assets Advisory, LLC | 0.01% | New | 90 | $20K |
| Aberdeen Wealth Management LLC | 0.01% | New | 87 | $20K |
| Financial Perspectives, Inc | 0.01% | Add +6.2% | 86 | $20K |
| Mma Asset Management LLC | 0.01% | New | 82 | $19K |
| Pineridge Advisors LLC | 0.01% | No change | 81 | $19K |
| Peachtree Investment Partners, LLC | 0.01% | Add +1.3% | 80 | $18K |
| Tidemark, LLC | 0.01% | Reduce -24.5% | 74 | $17K |
| West Paces Advisors Inc. | 0.00% | No change | 72 | $16K |
| Cyrus J. Lawrence, LLC | 0.00% | — | 72 | $16K |
| Headlands Technologies LLC | 0.00% | New | 69 | $16K |
| Sound Income Strategies, LLC | 0.00% | Reduce -65.6% | 66 | $15K |
| Friedenthal Financial | 0.01% | Reduce -8.4% | 65 | $15K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -75.5% | 65 | $15K |
| PFG Private Wealth Management, LLC | 0.01% | No change | 64 | $15K |
| Silicon Valley Capital Partners | 0.00% | No change | 64 | $15K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 61 | $14K |
| Atlantic Private Wealth, LLC | 0.01% | No change | 53 | $12K |
| Adirondack Trust Co. | 0.00% | No change | 51 | $12K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | New | 51 | $12K |
| MGB Wealth Management, LLC | 0.00% | No change | 50 | $11K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -98.2% | 47 | $11K |
| Red Tortoise LLC | 0.01% | Add +2.1% | 48 | $11K |
| American Capital Advisory, LLC | 0.01% | Add +816.7% | 55 | $10K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 44 | $10K |
| PFS Partners, LLC | 0.01% | No change | 43 | $10K |
| Balefire, LLC | 0.00% | Add +44.8% | 42 | $10K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 40 | $9K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 39 | $9K |
| Vima LLC | 0.01% | No change | 44 | $8K |
| Provident Wealth Management, LLC | 0.00% | Reduce -56.3% | 35 | $8K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 37 | $8K |
| Retirement Group, LLC | 0.00% | No change | 34 | $8K |
| Fairman Group, LLC | 0.01% | Add +255.6% | 32 | $7K |
| Cordgrass Capital Advisors, LLC | 0.00% | Reduce -37.3% | 32 | $7K |
| Zeit Capital LLC | 0.01% | No change | 30 | $7K |
| Anfield Capital Management, LLC | 0.00% | New | 30 | $7K |
| Rice Partnership, LLC | 0.00% | New | 27 | $6K |
| WR Wealth Planners, LLC | 0.00% | New | 23 | $5K |
| Arvest Investments, Inc. | 0.00% | No change | 22 | $5K |
| Van Den Berg Management I, Inc. | 0.00% | No change | 13 | $3K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 12 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 11 | $3K |
| West Branch Capital LLC | 0.00% | Reduce -33.3% | 10 | $2K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 10 | $2K |
| Centerpoint Advisors, LLC | 0.00% | No change | 7 | $2K |
| Loomis Sayles & Co. L P | 0.00% | New | 9 | $2K |
| Family Asset Management, LLC | 0.00% | Add +600.0% | 7 | $2K |
| Horizon Investments, LLC | 0.00% | Reduce -46.1% | 7 | $2K |
| Grand Wealth Management, LLC | 0.00% | No change | 6 | $1K |
| Abich Financial Wealth Management LLC | 0.00% | No change | 6 | $1K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 5 | $1K |
| Nordwand Advisors, LLC | 0.00% | No change | 3 | $686 |
| Rakuten Securities, Inc. | 0.00% | New | 3 | $686 |
| Running Point Capital Advisors, LLC | 0.00% | Reduce -98.8% | 1 | $229 |
"% of holder's portfolio" is VB's weight in each manager's 13F, not the share of Vanguard Most SM-Cap ETF-Usd the manager owns.