Vanguard Most SM-Cap ETF-UsdVBETF
13F holders, Q2 2024 (June 30)1,920holders +25
106new positions
89sold out
6famous investors
$215.20avg. 13F price*
At the end of Q2 2024, 1,920 institutions reported holding Vanguard Most SM-Cap ETF-Usd (VB) in their 13F filings, up 25 from Q1 2024. 106 opened new positions and 89 sold out. The largest holders were Bank of America Corp. ($5.2B), Morgan Stanley ($1.6B) and Jones Financial Companies LLLP ($1.5B). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 106 | $523.0M |
| Exits | 89 | $241.1M |
All 13F filers, Q1 2024 → Q2 2024: 8,498,741 shares bought and 4,217,599 shares sold, net +4,281,142 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,920 holders
| Bank of America Corp. | 0.50% | Reduce -1.6% | 23,704,301 | $5.2B |
| Morgan Stanley | 0.12% | Reduce -0.0% | 7,184,636 | $1.6B |
| Jones Financial Companies LLLP | 1.77% | Add +3.5% | 7,040,161 | $1.5B |
| Envestnet Asset Management Inc. | 0.38% | Add +6.7% | 4,998,082 | $1.1B |
| Wells Fargo & Company | 0.25% | Add +0.3% | 4,395,210 | $958.3M |
| UBS Group AG | 0.27% | Add +1.4% | 3,961,398 | $863.7M |
| LPL Financial LLC | 0.38% | Add +3.9% | 3,525,074 | $768.6M |
| Bank of New York Mellon Corp | 0.12% | Reduce -3.3% | 2,785,712 | $607.4M |
| Ameriprise Financial Inc. | 0.13% | Reduce -0.6% | 2,257,937 | $492.3M |
| Mercer Global Advisors Inc. | 1.29% | Add +8.8% | 2,186,540 | $473.3M |
| Goldman Sachs Group Inc. | 0.08% | Reduce -1.0% | 1,965,404 | $428.5M |
| Creative Planning | 0.44% | Add +2.5% | 1,869,932 | $407.7M |
| PNC Financial Services Group, Inc. | 0.27% | Reduce -2.0% | 1,851,993 | $403.8M |
| Charles Schwab Investment Management Inc. | 0.08% | New | 1,819,117 | $396.6M |
| Captrust Financial Advisors | 1.21% | Add +15.1% | 1,873,111 | $374.6M |
| Northwestern Mutual Wealth Management Co. | 0.35% | Reduce -0.6% | 1,625,389 | $354.4M |
| Royal Bank of Canada | 0.08% | Add +2.3% | 1,579,120 | $344.3M |
| Signaturefd, LLC | 6.38% | Add +0.7% | 1,439,703 | $313.9M |
| CIBC Private Wealth Group LLC | 0.57% | Add +6.5% | 1,406,421 | $305.4M |
| Wealthfront Advisers LLC | 1.01% | Add +5.6% | 1,379,464 | $300.8M |
| Raymond James Financial Services Advisors, Inc. | 0.39% | Reduce -1.9% | 1,261,199 | $275.0M |
| Mariner, LLC | 0.53% | Add +7.4% | 1,242,346 | $270.9M |
| Commonwealth Equity Services, LLC | 0.36% | Add +5.1% | 1,037,503 | $226.2M |
| Stifel Financial Corp. | 0.25% | Add +1.2% | 1,025,286 | $223.6M |
| Mission Wealth Management, LP | 5.75% | Reduce -0.6% | 971,486 | $211.8M |
| Glenmede Trust Co. NA | 1.05% | Reduce -0.6% | 947,645 | $206.6M |
| Tiaa Trust, National Association | 0.61% | Reduce -0.5% | 902,632 | $196.8M |
| JPMorgan Chase & Co. | 0.02% | Reduce -1.0% | 808,149 | $176.2M |
| FMR LLC | 0.01% | Add +1.7% | 801,668 | $174.8M |
| Raymond James & Associates | 0.11% | Reduce -0.9% | 769,500 | $167.8M |
| HighTower Advisors, LLC | 0.25% | Reduce -4.2% | 748,948 | $163.3M |
| Baird Financial Group, Inc. | 0.33% | Reduce -1.7% | 731,866 | $159.6M |
| Wellington Management Group LLP | 0.03% | No change | 703,985 | $153.5M |
| Osaic Holdings, Inc. | 0.36% | Reduce -8.8% | 702,490 | $153.3M |
| Bank of Montreal | 0.04% | Add +1.9% | 627,120 | $137.4M |
| State Street Corp. | 0.01% | Reduce -13.3% | 549,294 | $120.2M |
| Badgley Phelps Wealth Managers, LLC | 2.84% | Add +0.8% | 524,235 | $114.7M |
| Natixis Advisors, LLC | 0.25% | Reduce -17.6% | 520,747 | $113.5M |
| Truist Financial Corp. | 0.17% | Add +2.6% | 499,326 | $108.9M |
| Cetera Investment Advisers | 0.24% | Add +0.5% | 484,565 | $105.7M |
| Vanguard Group Inc. | 0.00% | Add +4.8% | 482,962 | $105.3M |
| Moneta Group Investment Advisors LLC | 1.68% | Add +2.8% | 482,229 | $105.1M |
| Clearstead Advisors, LLC | 1.77% | Add +186.8% | 475,695 | $103.7M |
| 1832 Asset Management L.P. | 0.18% | Add +33.6% | 463,244 | $101.0M |
| Davis R M Inc. | 2.04% | Add +4.8% | 461,910 | $100.7M |
| Efficient Advisors, LLC | 6.10% | Reduce -0.6% | 431,021 | $94.0M |
| Pinnacle Associates Ltd. | 1.44% | Add +1.0% | 420,500 | $91.7M |
| Nicholas Hoffman & Company, LLC. | 4.23% | Add +7.7% | 413,727 | $90.2M |
| Provida Pension Fund Administrator | 2.25% | Reduce -60.7% | 408,821 | $89.2M |
| Corient Private Wealth LP | 0.15% | Add +1.4% | 407,131 | $88.7M |
| Pathstone Holdings, LLC | 0.39% | Add +1.6% | 396,410 | $86.5M |
| Cullen/Frost Bankers, Inc. | 1.23% | Add +6.3% | 387,946 | $84.6M |
| MML Investors Services, LLC | 0.33% | Add +5.4% | 377,253 | $82.3M |
| Peapack Gladstone Financial Corp. | 1.26% | Add +3.7% | 377,122 | $82.2M |
| Fifth Third Bancorp | 0.31% | Reduce -3.2% | 376,822 | $82.2M |
| Baker Avenue Asset Management, LP | 2.79% | Add +0.4% | 374,931 | $81.7M |
| Wealthspire Advisors, LLC | 1.02% | Add +0.9% | 366,628 | $79.9M |
| Fusion Family Wealth, LLC | 7.94% | Add +1.3% | 357,408 | $77.9M |
| Private Advisor Group, LLC | 0.51% | Add +1.6% | 351,599 | $76.7M |
| Heartwood Wealth Advisors LLC | 9.13% | Add +0.8% | 350,497 | $76.4M |
| Trustmark Bank Trust Department | 6.13% | Add +6.9% | 350,274 | $76.4M |
| US Bancorp \de | 0.10% | Reduce -5.5% | 347,760 | $75.8M |
| Janus Henderson Group PLC | 0.04% | Reduce -2.4% | 343,475 | $74.9M |
| Kestra Advisory Services, LLC | 0.42% | Add +50.9% | 363,116 | $74.7M |
| Millburn Ridgefield LLC | 1.95% | Add +5.0% | 335,520 | $73.2M |
| Catalyst Capital Advisors LLC | 1.69% | Add +5.0% | 335,520 | $73.2M |
| M&T Bank Corp | 0.24% | Reduce -4.5% | 322,146 | $70.2M |
| Cerity Partners LLC | 0.19% | Add +33.8% | 317,540 | $69.3M |
| Cambridge Investment Research Advisors, Inc. | 0.25% | Reduce -16.4% | 313,201 | $68.3M |
| Citigroup Inc. | 0.07% | Reduce -4.0% | 312,480 | $68.1M |
| Invictus Private Wealth, LLC | 5.59% | Add +3.5% | 305,810 | $66.7M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 26.79% | Reduce -0.1% | 295,404 | $64.4M |
| Karpus Management, Inc. | 1.80% | Reduce -7.3% | 293,044 | $63.9M |
| BlackRock Inc. | 0.00% | Add +31.1% | 291,683 | $63.6M |
| Assetmark, Inc. | 0.19% | Add +1.1% | 285,836 | $62.3M |
| Chandler Asset Management, Inc. | 12.63% | Reduce -1.0% | 285,830 | $62.3M |
| Vista Capital Partners, Inc. | 7.71% | Reduce -0.5% | 285,014 | $62.1M |
| Comerica Bank | 0.26% | Reduce -1.7% | 282,226 | $61.5M |
| Equitable Holdings, Inc. | 0.64% | Add +6.1% | 279,190 | $60.9M |
| Avantax Advisory Services, Inc. | 0.43% | Add +9.8% | 278,639 | $60.8M |
| Smithfield Trust Co | 3.05% | Reduce -1.3% | 267,364 | $58.2M |
| Thrivent Financial for Lutherans | 0.11% | Add +28.6% | 254,855 | $55.6M |
| Pittenger & Anderson Inc. | 2.24% | Reduce -4.5% | 250,068 | $54.5M |
| American Trust | 4.43% | Add +23.7% | 248,210 | $54.1M |
| Ellenbecker Investment Group | 10.90% | Add +2.5% | 248,183 | $54.1M |
| Composition Wealth, LLC | 1.26% | Reduce -2.1% | 237,180 | $51.7M |
| Employees Retirement System of Texas | 0.54% | Reduce -28.8% | 226,425 | $49.4M |
| Janney Montgomery Scott LLC | 0.15% | Add +3.3% | 226,086 | $49.3M |
| Bessemer Group Inc. | 0.08% | Add +0.7% | 209,410 | $45.7M |
| CENTRAL TRUST Co | 1.09% | Reduce -0.1% | 203,202 | $44.3M |
| Davidson Investment Advisors | 2.20% | Add +2.1% | 195,986 | $42.7M |
| Citizens Financial Group Inc. | 0.94% | Add +20.7% | 194,340 | $42.5M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +3.6% | 190,961 | $41.6M |
| Marcum Wealth, LLC | 4.15% | Reduce -12.7% | 189,665 | $41.4M |
| First Command Advisory Services, Inc. | 0.43% | Add +4.1% | 189,588 | $41.3M |
| Park Avenue Securities LLC | 0.50% | Add +8.5% | 187,832 | $41.0M |
| Ellevest, Inc. | 2.34% | Add +3.8% | 179,271 | $39.1M |
| Garde Capital, Inc. | 2.71% | Reduce -7.6% | 179,080 | $39.0M |
| TCV Trust & Wealth Management, Inc. | 3.65% | Reduce -0.6% | 175,702 | $38.3M |
| Envestnet Portfolio Solutions, Inc. | 0.13% | Add +5.0% | 172,798 | $37.7M |
| Parallel Advisors, LLC | 0.96% | Reduce -3.3% | 172,211 | $37.5M |
| NewEdge Advisors, LLC | 0.27% | Add +12.4% | 167,801 | $36.6M |
| MilWealth Group LLC | 11.39% | Add +0.6% | 165,515 | $36.1M |
| Heritage Investors Management Corp. | 1.19% | Add +1.0% | 155,798 | $34.0M |
| Acorn Financial Advisory Services Inc. | 6.24% | Add +0.4% | 153,354 | $33.4M |
| Investments & Financial Planning, LLC | 22.39% | Add +1.5% | 152,955 | $33.4M |
| Sofi Wealth, LLC | 2.79% | Add +11.2% | 152,744 | $33.3M |
| Alliancebernstein L.P. | 0.01% | Add +1.4% | 152,673 | $33.3M |
| Choreo, LLC | 0.56% | Add +62.5% | 233,070 | $33.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.82% | Reduce -4.4% | 151,426 | $33.0M |
| Rockefeller Capital Management L.P. | 0.09% | Add +6.6% | 149,342 | $32.6M |
| Aufman Associates Inc | 23.15% | Reduce -0.2% | 149,181 | $32.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.97% | Add +202.6% | 148,567 | $32.4M |
| BNP Paribas Financial Markets | 0.04% | Add +30617.2% | 146,828 | $32.0M |
| Joel Isaacson & Co., LLC | 1.67% | Add +3.2% | 146,215 | $31.9M |
| Center for Financial Planning, Inc. | 4.59% | Add +3.4% | 145,668 | $31.8M |
| Connecticut Wealth Management, LLC | 1.63% | Reduce -1.9% | 144,861 | $31.6M |
| Betterment LLC | 0.08% | Add +2.6% | 143,581 | $31.3M |
| Legacy Financial Group LLC | 6.07% | Add +1.2% | 141,450 | $30.8M |
| Prio Wealth Limited Partnership | 0.91% | Reduce -2.5% | 140,493 | $30.6M |
| AMG National Trust Bank | 0.82% | Add +10.4% | 139,614 | $30.4M |
| BLB&B Advisors, LLC | 1.66% | Reduce -2.7% | 138,738 | $30.3M |
| MPS Loria Financial Planners, LLC | 9.74% | New | 138,622 | $30.2M |
| Chatham Capital Group, Inc. | 5.23% | Add +3.4% | 137,407 | $30.0M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -3.6% | 137,167 | $29.9M |
| Ballast, Inc. | 9.13% | Add +24.5% | 136,100 | $29.7M |
| Scott Capital Advisors, LLC | 8.70% | Add +1.1% | 136,322 | $29.5M |
| Atria Wealth Solutions, Inc. | 0.33% | Add +1.7% | 134,610 | $29.4M |
| Wealthquest Corp | 3.13% | Add +3.0% | 134,696 | $29.4M |
| PrairieView Partners, LLC | 3.29% | Reduce -0.5% | 134,596 | $29.3M |
| Chicago Partners Investment Group LLC | 1.13% | Add +1.8% | 126,251 | $29.3M |
| CX Institutional | 1.37% | Reduce -0.9% | 133,440 | $29.1M |
| Country Trust Bank | 0.73% | Reduce -1.5% | 132,572 | $28.9M |
| Regions Financial Corp. | 0.22% | Add +0.4% | 132,350 | $28.9M |
| Hill Island Financial LLC | 9.38% | Add +2.1% | 131,547 | $28.7M |
| Whelan Financial | 12.78% | Add +2.4% | 131,262 | $28.6M |
| SP Asset Management LLC | 2.60% | Reduce -0.1% | 130,772 | $28.5M |
| NewEdge Wealth, LLC | 0.60% | Reduce -8.5% | 127,712 | $27.8M |
| CBIZ Investment Advisory Services, LLC | 1.52% | Reduce -40.7% | 124,194 | $27.1M |
| MAI Capital Management | 0.27% | Add +6.8% | 124,198 | $27.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 2.75% | Add +4.4% | 122,284 | $26.7M |
| Randolph Co Inc | 3.22% | Add +0.0% | 120,553 | $26.3M |
| Brown Advisory Inc. | 0.03% | Reduce -5.8% | 118,047 | $25.7M |
| Bank of Hawaii | 1.18% | Add +0.8% | 117,990 | $25.7M |
| MBE Wealth Management, LLC | 15.44% | Add +1.3% | 116,944 | $25.5M |
| Integrated Wealth Concepts LLC | 0.35% | Add +4.7% | 116,177 | $25.3M |
| Whitegate Investment Counselors, Inc. | 7.18% | Add +0.9% | 115,992 | $25.3M |
| Moller Wealth Partners | 6.70% | Add +0.3% | 115,212 | $25.1M |
| Penserra Capital Management LLC | 0.32% | Add +1.3% | 114,583 | $25.0M |
| United Capital Financial Advisors, LLC | 0.21% | Add +2.7% | 114,447 | $25.0M |
| Focus Partners Wealth | 0.08% | Add +262.5% | 111,740 | $24.9M |
| Northern Trust Corp. | 0.00% | Add +0.8% | 113,652 | $24.8M |
| Bluestem Financial Advisors, LLC | 12.50% | Add +1.6% | 113,418 | $24.7M |
| Johnson Financial Group, LLC | 3.16% | Reduce -43.5% | 110,820 | $24.2M |
| Leavell Investment Management, Inc. | 1.33% | Add +2.0% | 110,348 | $24.2M |
| DT Investment Partners, LLC | 2.05% | Add +2.2% | 106,377 | $23.2M |
| Crewe Advisors LLC | 2.60% | No change | 106,356 | $23.2M |
| Mountain Capital Investment Advisors Inc. | 5.68% | Add +12.4% | 100,299 | $22.9M |
| Cable Hill Partners, LLC | 2.40% | Add +7.5% | 100,945 | $22.1M |
| Gratus Wealth Advisors, LLC | 3.79% | Reduce -2.3% | 96,752 | $22.0M |
| Arax Advisory Partners | 2.14% | Reduce -1.7% | 100,565 | $21.9M |
| Avior Wealth Management, LLC | 0.94% | Add +528.3% | 100,542 | $21.9M |
| BCK Partners, Inc. | 11.28% | Add +1.0% | 100,048 | $21.8M |
| Patriot Investment Management Group, Inc. | 1.70% | Reduce -1.1% | 99,880 | $21.8M |
| Woodmont Investment Counsel LLC | 1.77% | Add +3.2% | 99,119 | $21.6M |
| Clear Rock Advisors, LLC | 9.10% | Reduce -0.6% | 97,644 | $21.3M |
| 3Chopt Investment Partners, LLC | 6.43% | Add +1.4% | 96,171 | $21.1M |
| EP Wealth Advisors, LLC | 0.22% | Reduce -1.2% | 96,432 | $21.0M |
| Riverview Capital Advisers, LLC | 7.05% | Add +1.1% | 95,921 | $20.9M |
| D.A. Davidson & Co. | 0.18% | Reduce -1.5% | 94,339 | $20.6M |
| WBH Advisory Inc. | 2.07% | Add +0.4% | 93,641 | $20.4M |
| Montag A & Associates Inc. | 1.03% | Reduce -15.9% | 93,025 | $20.4M |
| Sanctuary Advisors, LLC | 0.15% | — | 92,165 | $20.0M |
| Orion Porfolio Solutions, LLC | 0.21% | Add +6.8% | 89,084 | $19.4M |
| Orion Portfolio Solutions, LLC | 0.21% | Add +6.8% | 89,084 | $19.4M |
| Pure Financial Advisors, LLC | 0.54% | Add +5.8% | 88,981 | $19.4M |
| Fiducient Advisors LLC | 2.66% | Add +10.8% | 88,131 | $19.3M |
| CreativeOne Wealth, LLC | 0.96% | Reduce -12.2% | 87,037 | $19.0M |
| Stephens Inc. | 0.29% | Add +3.8% | 86,836 | $18.9M |
| Berkshire Asset Management LLC | 0.94% | Add +1.0% | 86,658 | $18.9M |
| Kohmann Bosshard Financial Services, LLC | 2.50% | Reduce -7.1% | 85,277 | $18.6M |
| Brookstone Capital Management | 0.31% | Add +2.4% | 79,578 | $18.4M |
| Roof Eidam Maycock Peralta, LLC | 4.94% | Reduce -0.7% | 83,575 | $18.2M |
| Northeast Investment Management | 0.86% | Add +9.7% | 83,405 | $18.2M |
| Financial Synergies Wealth Advisors, Inc. | 2.44% | Reduce -11.7% | 83,099 | $18.1M |
| Marshall Financial Group Inc. | 5.84% | Add +0.6% | 82,470 | $18.0M |
| Nelson Capital Management, LLC | 3.19% | Add +0.5% | 82,423 | $18.0M |
| Private Capital Management LLC | 3.51% | Add +6.5% | 81,068 | $17.7M |
| BOK Financial Private Wealth, Inc. | 1.28% | Reduce -5.5% | 80,272 | $17.6M |
| Hurlow Wealth Management Group, Inc. | 5.97% | Add +1.1% | 79,763 | $17.4M |
| Marietta Wealth Management, LLC | 2.71% | Add +3.3% | 79,625 | $17.4M |
| St Germain D J Co. Inc. | 0.83% | Reduce -1.8% | 78,835 | $17.2M |
| Merit Financial Group, LLC | 0.38% | Add +3.6% | 78,325 | $17.1M |
| Brown Financial Advisory | 13.13% | Add +8.2% | 78,310 | $17.1M |
| Axxcess Wealth Management, LLC | 0.46% | Add +9.1% | 77,601 | $16.9M |
| Coldstream Capital Management Inc. | 0.40% | Reduce -0.7% | 75,926 | $16.6M |
| Capital Asset Advisory Services LLC | 0.90% | Add +11.0% | 76,576 | $16.5M |
| Modera Wealth Management, LLC | 0.24% | Add +5.0% | 75,502 | $16.5M |
| AA Financial Advisors, LLC | 5.72% | Add +21.6% | 74,448 | $16.2M |
| Focus Partners Advisor Solutions, LLC | 0.42% | Add +63.3% | 74,198 | $16.2M |
| MBM Wealth Consultants, LLC | 5.47% | Add +1.4% | 74,182 | $16.0M |
| Wooster Corthell Wealth Management, Inc. | 3.63% | Reduce -0.1% | 73,495 | $16.0M |
| Agf Management Ltd. | 0.09% | Add +5.5% | 72,536 | $15.8M |
| Beacon Pointe Advisors, LLC | 0.19% | Reduce -6.3% | 72,379 | $15.8M |
| Salem Investment Counselors Inc. | 0.51% | Reduce -0.2% | 71,707 | $15.7M |
| Gemmer Asset Management LLC | 1.68% | Add +0.9% | 71,905 | $15.7M |
| Permanent Capital Management, LP | 3.25% | — | 65,367 | $15.5M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +52.0% | 70,875 | $15.5M |
| Annex Advisory Services, LLC | 0.54% | Reduce -4.7% | 70,946 | $15.5M |
| HB Wealth Management, LLC | 0.18% | Reduce -4.9% | 70,395 | $15.3M |
| Compton Wealth Advisory Group, LLC | 4.08% | Add +1.8% | 70,179 | $15.3M |
| SAM Advisors, LLC | 5.58% | Reduce -0.6% | 69,849 | $15.2M |
| Daymark Wealth Partners, LLC | 0.70% | Add +15.6% | 69,510 | $15.2M |
| Great Valley Advisor Group, Inc. | 0.42% | Add +0.3% | 69,393 | $15.1M |
| Compound Planning, Inc. | 1.11% | Add +42.5% | 68,706 | $15.0M |
| Bradley Foster & Sargent Inc. | 0.27% | Reduce -6.7% | 68,554 | $14.9M |
| Cadence Bank | 1.12% | Add +4.9% | 68,418 | $14.9M |
| Brass Tax Wealth Management, Inc. | 2.92% | Add +15.8% | 68,327 | $14.9M |
| DeDora Capital, Inc. | 4.57% | Add +5.5% | 68,302 | $14.9M |
| GenTrust, LLC | 0.81% | Reduce -10.1% | 67,770 | $14.8M |
| Full Sail Capital, LLC | 1.00% | Reduce -0.7% | 67,903 | $14.8M |
| Cresset Asset Management, LLC | 0.06% | Add +38.0% | 67,583 | $14.8M |
| Glenview Trust Co | 0.29% | Add +2.8% | 67,209 | $14.7M |
| Crane Advisory, LLC | 2.81% | Add +4.8% | 67,285 | $14.6M |
| Ameritas Advisory Services, LLC | 0.54% | Add +46.6% | 65,987 | $14.4M |
| Koshinski Asset Management, Inc. | 1.33% | Add +5.4% | 66,497 | $14.4M |
| Twele Capital Management, Inc. | 3.21% | Reduce -0.6% | 64,853 | $14.1M |
| GDS Wealth Management | 1.53% | Add +0.3% | 64,161 | $14.0M |
| Dynamic Advisor Solutions LLC | 0.44% | Add +18.1% | 63,904 | $13.9M |
| Clark Asset Management, LLC | 3.86% | Add +8.9% | 63,896 | $13.9M |
| Bristlecone Advisors, LLC | 1.18% | Reduce -0.2% | 63,647 | $13.9M |
| Whittier Trust Co. of Nevada Inc. | 0.38% | Reduce -1.2% | 63,213 | $13.8M |
| Sage Rhino Capital LLC | 3.29% | Add +2.5% | 63,213 | $13.8M |
| Oppenheimer & Co. Inc. | 0.22% | Add +13.4% | 62,939 | $13.7M |
| Strategic Investment Advisors / MI | 1.65% | Add +5.0% | 62,165 | $13.6M |
| Allianz SE | 0.40% | No change | 62,054 | $13.5M |
| Cyndeo Wealth Partners, LLC | 1.06% | Add +14.9% | 61,951 | $13.5M |
| Perigon Wealth Management, LLC | 0.39% | Add +2.5% | 61,928 | $13.5M |
| Associated Banc-Corp | 0.42% | Add +6.1% | 61,845 | $13.5M |
| Elm Partners Management LLC | 1.03% | Reduce -3.0% | 61,569 | $13.4M |
| Wealth Architects, LLC | 1.63% | Reduce -1.4% | 61,358 | $13.4M |
| Golden Road Advisors LLC | 11.00% | Add +0.8% | 61,714 | $13.3M |
| Oak Hill Wealth Advisors, LLC | 4.01% | — | 60,748 | $13.2M |
| Acropolis Investment Management, LLC | 0.83% | Reduce -1.7% | 60,616 | $13.2M |
| AJ Advisors, LLC | 7.26% | Reduce -9.7% | 60,193 | $13.1M |
| EverSource Wealth Advisors, LLC | 0.87% | Reduce -4.7% | 55,837 | $13.0M |
| CIC Wealth, LLC | 3.58% | Add +1.2% | 59,576 | $13.0M |
| Tectonic Advisors LLC | 0.94% | Add +3.5% | 59,447 | $13.0M |
| Whittier Trust Co. | 0.18% | Reduce -0.8% | 59,328 | $12.9M |
| Arrow Financial Corp | 1.25% | Reduce -15.0% | 58,761 | $12.8M |
| Charles Schwab Trust Co | 1.18% | Add +2.3% | 58,725 | $12.8M |
| Atria Investments, Inc | 0.16% | Reduce -2.9% | 58,134 | $12.7M |
| Summit Financial, LLC | 0.57% | Add +7.9% | 57,156 | $12.5M |
| Capital Advisors Inc. | 0.26% | Add +1.0% | 57,024 | $12.4M |
| Koesten, Hirschmann & Crabtree, INC. | 7.94% | No change | 54,101 | $12.4M |
| Stratos Wealth Partners, LTD. | 0.20% | Reduce -3.1% | 56,069 | $12.2M |
| CRA Financial Services, LLC | 2.46% | Add +2.5% | 55,920 | $12.2M |
| Iron Horse Wealth Management, LLC | 4.63% | Add +3.1% | 55,652 | $12.1M |
| Staley Capital Advisers Inc. | 0.56% | Reduce -0.4% | 55,635 | $12.1M |
| Buckingham Strategic Wealth, LLC | 0.12% | Reduce -3.3% | 55,111 | $12.0M |
| B. Riley Wealth Advisors, Inc. | 0.31% | Reduce -28.4% | 54,842 | $12.0M |
| Lido Advisors, LLC | 0.10% | Add +1.5% | 54,697 | $12.0M |
| Flagship Harbor Advisors, LLC | 0.72% | Reduce -8.7% | 54,731 | $11.9M |
| Simplicity Wealth,LLC | 0.27% | Reduce -0.2% | 54,056 | $11.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.36% | Reduce -1.3% | 53,998 | $11.8M |
| Steward Partners Investment Advisory, LLC | 0.12% | Add +7.6% | 53,929 | $11.8M |
| Wedmont Private Capital | 0.73% | Add +9.6% | 51,510 | $11.6M |
| Bleakley Financial Group, LLC | 0.33% | Reduce -0.2% | 53,137 | $11.6M |
| Blair William & Co. | 0.04% | Add +4.9% | 52,818 | $11.5M |
| U.S. Capital Wealth Advisors, LLC | 0.44% | Reduce -15.2% | 52,658 | $11.5M |
| Asset Management Group, Inc. | 1.72% | Add +0.9% | 51,893 | $11.3M |
| Atmos Advisory, LLC | 8.65% | Add +2.9% | 50,691 | $11.1M |
| Plum Street Advisors, LLC | 6.44% | Reduce -3.9% | 50,655 | $11.0M |
| Halpern Financial, Inc. | 3.02% | Add +19.2% | 50,421 | $11.0M |
| McAdam, LLC | 0.66% | Add +8.7% | 50,333 | $11.0M |
| PDS Planning, Inc | 1.10% | Add +1.7% | 49,951 | $10.9M |
| Abound Wealth Management | 3.97% | Reduce -3.7% | 49,394 | $10.8M |
| St. Louis Trust Co | 1.65% | Add +0.0% | 49,391 | $10.8M |
| OneDigital Investment Advisors LLC | 0.13% | Add +29.3% | 49,231 | $10.7M |
| David Kennon Inc | 4.50% | Add +0.7% | 49,132 | $10.7M |
| 25 LLC | 5.07% | Add +0.1% | 49,017 | $10.7M |
| Roberts Wealth Advisors, LLC | 3.64% | Add +3.6% | 49,418 | $10.7M |
| Canandaigua National Bank & Trust Co. | 1.16% | New | 48,924 | $10.7M |
| White Wing Wealth Management | 8.52% | Reduce -2.0% | 48,809 | $10.6M |
| Red Wave Investments LLC | 3.90% | Reduce -0.2% | 48,535 | $10.6M |
| Von Berge Wealth Management Group, LLC | 6.72% | Reduce -1.3% | 48,892 | $10.6M |
| Noble Family Wealth, LLC | 3.04% | Add +4.6% | 48,444 | $10.6M |
| Benjamin F. Edwards & Company, Inc. | 0.18% | Reduce -4.6% | 48,234 | $10.5M |
| GoalFusion Wealth Management, LLC | 6.54% | Add +2.4% | 48,234 | $10.5M |
| Orgel Wealth Management, LLC | 0.28% | Reduce -3.6% | 48,147 | $10.5M |
| JFG Wealth Management, LLC | 2.97% | Reduce -38.3% | 47,782 | $10.4M |
| Venture Visionary Partners LLC | 0.48% | Add +1.1% | 47,542 | $10.4M |
| First National Corp. /Ma/ | 2.47% | Add +3.0% | 47,512 | $10.4M |
| Aries Wealth Management | 3.26% | Add +3.8% | 47,378 | $10.3M |
| Bartlett & Co. Wealth Management LLC | 0.16% | Add +1.6% | 46,959 | $10.3M |
| Sage Mountain Advisors LLC | 0.94% | Reduce -2.0% | 46,659 | $10.2M |
| Institutional & Family Asset Management, LLC | 1.55% | Add +3.8% | 46,469 | $10.1M |
| High Note Wealth, LLC | 3.08% | Add +1.8% | 46,263 | $10.1M |
| First Manhattan Co. Llc. | 0.03% | Add +4.2% | 46,052 | $10.1M |
| Compass Ion Advisors, LLC | 1.44% | Add +0.7% | 44,080 | $10.1M |
| Agate Pass Investment Management, LLC | 5.36% | Reduce -2.0% | 46,171 | $10.1M |
| Rossmore Private Capital | 1.32% | Add +1.3% | 46,126 | $10.1M |
| McIlrath & Eck, LLC | 1.49% | Add +13.3% | 46,036 | $10.0M |
| Monterey Private Wealth, Inc. | 3.73% | Add +3.7% | 45,801 | $10.0M |
| VestGen Investment Management | 2.95% | Reduce -2.1% | 45,728 | $10.0M |
| Condor Capital Management | 0.95% | Reduce -2.3% | 45,510 | $9.9M |
| Petredis Investment Advisors LLC | 1.11% | Reduce -0.1% | 45,404 | $9.9M |
| Arbor Wealth Advisors LLC | 9.70% | Add +0.3% | 45,078 | $9.8M |
| Johnson Investment Counsel Inc. | 0.10% | Reduce -1.0% | 44,962 | $9.8M |
| Capital Planning LLC | 2.91% | Add +0.9% | 44,399 | $9.7M |
| Spectrum Financial Alliance Ltd LLC | 3.47% | Add +0.5% | 44,434 | $9.7M |
| Bear Mountain Capital, Inc. | 3.93% | Add +0.1% | 42,721 | $9.6M |
| Fee-Only Financial Planning, L.C. | 6.43% | Reduce -0.9% | 43,801 | $9.6M |
| Caprock Group, LLC | 0.39% | Add +15.4% | 43,428 | $9.5M |
| Manning & Napier Advisors LLC | 0.11% | — | 43,445 | $9.5M |
| Chilton Capital Management LLC | 0.42% | Reduce -4.0% | 43,270 | $9.4M |
| Steph & Co. | 3.20% | Reduce -0.1% | 43,079 | $9.4M |
| Focused Wealth Management, Inc | 1.38% | Add +4.4% | 42,978 | $9.4M |
| O'shaughnessy Asset Management, LLC | 0.10% | Add +3.7% | 42,809 | $9.3M |
| Clarity Wealth Advisors, LLC | 3.00% | Reduce -1.7% | 42,552 | $9.3M |
| Evolution Wealth Advisors, LLC | 1.80% | Reduce -0.1% | 42,397 | $9.2M |
| Aspiriant, LLC | 0.38% | Add +15.8% | 42,383 | $9.2M |
| Parkside Advisors LLC | 2.35% | Reduce -0.6% | 42,110 | $9.2M |
| TD Capital Management LLC | 0.96% | Reduce -0.5% | 42,204 | $9.2M |
| Apella Capital, LLC | 0.41% | Add +23.1% | 42,479 | $9.2M |
| O'Connor Financial Group LLC | 5.33% | Add +2.3% | 42,037 | $9.2M |
| Cherry Tree Wealth Management, LLC | 2.29% | Add +2.6% | 41,845 | $9.1M |
| Proquility Private Wealth Partners, LLC | 3.11% | Add +2.3% | 41,799 | $9.1M |
| Spire Wealth Management | 0.32% | Reduce -2.5% | 41,840 | $9.1M |
| Vawter Financial, Ltd. | 6.25% | Add +1.6% | 41,741 | $9.1M |
| NORTHSTAR ASSET MANAGEMENT Co | 2.18% | Add +0.1% | 41,349 | $9.0M |
| Lokken Investment Group LLC | 4.22% | Add +6.0% | 41,170 | $9.0M |
| Nicolet Advisory Services, LLC | 0.85% | Add +8.8% | 40,919 | $8.9M |
| Sand Hill Global Advisors, LLC | 0.40% | Add +12.0% | 40,714 | $8.9M |
| Circle Wealth Management, LLC | 0.20% | No change | 40,671 | $8.9M |
| Horizons Wealth Management | 7.02% | Reduce -25.7% | 38,752 | $8.8M |
| Gray Wealth Management Inc. | 3.79% | Add +2.2% | 40,273 | $8.8M |
| Kathmere Capital Management, LLC | 0.93% | Reduce -1.1% | 40,223 | $8.8M |
| Redwood Investment Management, LLC | 0.76% | Reduce -6.3% | 40,097 | $8.7M |
| Ashton Thomas Private Wealth, LLC | 0.48% | Add +0.3% | 40,089 | $8.7M |
| Peninsula Wealth, LLC | 1.63% | Reduce -38.2% | 38,668 | $8.7M |
| Compass Financial Group, Inc. | 4.33% | Reduce -0.3% | 40,197 | $8.7M |
| Frontier Asset Management, LLC | 3.14% | Add +1.1% | 39,691 | $8.7M |
| Beacon Financial Strategies CORP | 6.20% | Reduce -2.0% | 39,539 | $8.6M |
| Bray Capital Advisors | 2.16% | Reduce -2.7% | 39,537 | $8.6M |
| Allworth Financial LP | 0.06% | Reduce -0.3% | 37,545 | $8.5M |
| Kearns & Associates LLC | 6.36% | Reduce -0.9% | 39,060 | $8.5M |
| Peddock Capital Advisors, LLC | 2.19% | Add +1.7% | 39,048 | $8.5M |
| BlueSky Wealth Advisors, LLC | 1.42% | New | 38,829 | $8.5M |
| DORVAL Corp | 3.71% | Add +2.5% | 37,915 | $8.4M |
| Webster Bank, N. A. | 0.92% | Add +2.0% | 38,578 | $8.4M |
| Smith & Howard Wealth Management, LLC | 2.50% | Add +0.8% | 38,456 | $8.4M |
| JDM Financial Group LLC | 5.65% | Add +7.5% | 38,335 | $8.4M |
| Mason & Associates, LLC | 2.74% | New | 38,323 | $8.4M |
| Capital Group Private Client Services, Inc. | 0.08% | Add +15.9% | 38,177 | $8.3M |
| Culbertson A N & Co. Inc. | 1.45% | Reduce -2.0% | 38,170 | $8.3M |
| Evergreen Capital Management LLC | 0.30% | Add +6.4% | 37,980 | $8.3M |
| Florida Trust Wealth Management Co | 0.28% | Reduce -1.9% | 37,715 | $8.2M |
| Kestra Private Wealth Services, LLC | 0.16% | Add +2.2% | 37,704 | $8.2M |
| Ballentine Partners, LLC | 0.15% | Reduce -3.0% | 37,612 | $8.2M |
| Trust Co of the South | 1.94% | No change | 37,568 | $8.2M |
| Exencial Wealth Advisors, LLC | 0.31% | Reduce -11.3% | 37,442 | $8.2M |
| GeoWealth Management, LLC | 0.35% | Add +4.7% | 37,309 | $8.1M |
| Hoylecohen, LLC | 0.61% | Reduce -1.8% | 37,116 | $8.1M |
| Gilman Hill Asset Management, LLC | 1.46% | Add +8.3% | 37,019 | $8.1M |
| Bond & Devick Financial Network, Inc. | 4.30% | Add +2.7% | 36,791 | $8.0M |
| Curran Financial Partners, LLC | 2.66% | Add +5.0% | 36,494 | $8.0M |
| US Financial Advisors, LLC | 2.67% | Reduce -39.2% | 36,472 | $8.0M |
| Brick & Kyle, Associates | 3.30% | Add +8.6% | 36,464 | $8.0M |
| Waverly Advisors, LLC | 0.15% | Add +14.8% | 35,984 | $7.8M |
| Empower Advisory Group, LLC | 0.03% | Reduce -6.1% | 35,930 | $7.8M |
| Lazard Asset Management LLC | 0.01% | Reduce -12.9% | 35,918 | $7.8M |
| Benchmark Wealth Management, LLC | 4.17% | Reduce -0.5% | 35,906 | $7.8M |
| Fonville Wealth Management LLC | 3.10% | Add +1.7% | 35,768 | $7.8M |
| Sawgrass Asset Management LLC | 0.84% | Add +33.6% | 35,665 | $7.8M |
| CSM Advisors, LLC | 0.55% | Reduce -14.7% | 35,515 | $7.7M |
| Magnolia Capital Advisors LLC | 4.33% | New | 35,463 | $7.7M |
| Global Retirement Partners, LLC | 0.24% | Add +10.1% | 35,189 | $7.7M |
| Hoge Financial Services, LLC | 6.28% | Add +3.9% | 35,169 | $7.7M |
| Bailard, Inc. | 0.21% | Reduce -0.7% | 35,132 | $7.7M |
| WESCAP Management Group, Inc. | 2.15% | Reduce -2.3% | 34,907 | $7.6M |
| Waller Financial Planning Group, Inc. | 2.03% | Reduce -1.6% | 34,666 | $7.6M |
| Praetorian Wealth Management, Inc. | 1.93% | Reduce -0.7% | 34,501 | $7.5M |
| Sandy Cove Advisors, LLC | 3.32% | Reduce -0.5% | 34,169 | $7.5M |
| Black Diamond Financial, LLC | 1.43% | Add +0.1% | 34,039 | $7.4M |
| Warwick Investment Management, Inc. | 1.74% | Reduce -2.0% | 34,026 | $7.4M |
| Auto-Owners Insurance Co | 0.19% | No change | 33,598 | $7.3M |
| Harbor Advisory Corp. | 2.52% | Reduce -3.2% | 33,521 | $7.3M |
| NorthCoast Asset Management LLC | 0.06% | Add +10.7% | 33,343 | $7.3M |
| First Heartland Consultants, Inc. | 0.72% | Reduce -0.6% | 33,333 | $7.3M |
| Axiom Financial Strategies, LLC | 4.68% | Reduce -0.6% | 33,067 | $7.2M |
| Dynasty Wealth Management, LLC | 0.21% | Add +7.8% | 32,989 | $7.2M |
| Bridges Investment Management Inc. | 0.11% | Add +161.4% | 32,877 | $7.2M |
| Cornerstone National Bank & Trust Co | 3.51% | Add +5.1% | 32,776 | $7.1M |
| Crestwood Advisors Group, LLC | 0.15% | Reduce -0.0% | 32,706 | $7.1M |
| Arkos Global Advisors | 1.15% | Reduce -2.2% | 32,707 | $7.1M |
| GoalVest Advisory LLC | 2.27% | Reduce -43.9% | 32,602 | $7.1M |
| Logan Capital Management Inc. | 0.31% | No change | 32,509 | $7.1M |
| Fi3 FINANCIAL ADVISORS, LLC | 3.11% | Reduce -0.1% | 32,441 | $7.1M |
| Family Investment Center, Inc. | 2.11% | Reduce -9.4% | 32,419 | $7.1M |
| J.W. Cole Advisors, Inc. | 0.33% | Reduce -19.2% | 32,322 | $7.0M |
| TD Private Client Wealth LLC | 0.22% | Add +4.4% | 32,288 | $7.0M |
| Johnson Bixby & Associates, LLC | 1.17% | Add +1.9% | 32,149 | $7.0M |
| Chesley Taft & Associates LLC | 0.35% | Add +0.5% | 32,016 | $7.0M |
| Howard Wealth Management, LLC | 5.50% | Add +0.6% | 31,973 | $7.0M |
| Fifth Third Wealth Advisors LLC | 0.52% | Add +51.0% | 31,653 | $6.9M |
| Ancora Advisors LLC | 0.17% | Reduce -1.9% | 31,632 | $6.9M |
| Waypoint Capital Advisors, LLC | 1.72% | Add +13.8% | 31,539 | $6.9M |
| Haverford Trust Co | 0.07% | Add +6.0% | 31,495 | $6.9M |
| Oldfather Financial Services, LLC | 2.81% | Reduce -0.1% | 31,416 | $6.9M |
| Diversify Wealth Management, LLC | 0.85% | — | 31,860 | $6.8M |
| Leeward Financial Partners, LLC | 2.78% | Add +4.3% | 31,364 | $6.8M |
| TriaGen Wealth Management LLC | 2.63% | Add +3.8% | 31,174 | $6.8M |
| Annapolis Financial Services, LLC | 2.18% | Reduce -4.2% | 30,929 | $6.7M |
| James J. Burns & Company, LLC | 1.33% | Add +60.9% | 30,921 | $6.7M |
| Latigo Investments, LLC | 3.42% | No change | 30,671 | $6.7M |
| Manchester Capital Management LLC | 0.80% | Reduce -0.1% | 30,620 | $6.7M |
| Greytown Advisors Inc. | 3.92% | Reduce -1.8% | 30,501 | $6.7M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.52% | Add +923.3% | 30,700 | $6.7M |
| Rehmann Capital Advisory Group | 0.47% | Add +6.3% | 30,056 | $6.6M |
| Townsquare Capital LLC | 0.09% | Add +44.7% | 29,859 | $6.5M |
| Capital Management Associates, Inc | 3.94% | Reduce -0.2% | 29,824 | $6.5M |
| Cambridge Advisors Inc. | 1.51% | Reduce -0.7% | 29,750 | $6.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.72% | Add +0.3% | 29,729 | $6.5M |
| Wambolt & Associates, LLC | 1.88% | Add +25.9% | 29,772 | $6.4M |
| Edge Capital Group, LLC | 0.31% | Reduce -2.4% | 29,483 | $6.4M |
| Family Wealth Partners, LLC | 3.32% | Add +12.7% | 29,342 | $6.4M |
| Fishman Jay A Ltd. | 0.67% | Reduce -2.9% | 29,285 | $6.4M |
| Mutual Advisors, LLC | 0.19% | Add +12.4% | 27,503 | $6.4M |
| Old Mission Investment Co LLC | 2.06% | Add +0.3% | 29,037 | $6.3M |
| Rwa Wealth Partners, LLC | 0.08% | Add +1.9% | 28,884 | $6.3M |
| NavPoint Financial, Inc. | 5.46% | Add +0.3% | 28,842 | $6.3M |
| Valmark Advisers, Inc. | 0.11% | Add +4.9% | 28,716 | $6.3M |
| McNamara Financial Services, Inc. | 1.32% | Add +12.4% | 28,714 | $6.3M |
| Abacus Planning Group, Inc. | 1.21% | Reduce -1.1% | 28,570 | $6.2M |
| SVB Wealth LLC | 0.15% | Reduce -30.1% | 27,727 | $6.0M |
| Raymond James Trust N.A. | 0.14% | Add +0.9% | 27,659 | $6.0M |
| Savant Capital, LLC | 0.06% | Reduce -68.5% | 27,658 | $6.0M |
| AE Wealth Management LLC | 0.06% | Add +216.0% | 27,609 | $6.0M |
| Financial Counselors Inc. | 0.10% | Add +0.2% | 27,581 | $6.0M |
| Franklin Resources Inc. | 0.00% | Reduce -61.1% | 27,392 | $6.0M |
| QRG Capital Management, Inc. | 0.07% | Add +5.1% | 27,106 | $5.9M |
| Better Money Decisions, LLC | 4.44% | Add +1.1% | 27,043 | $5.9M |
| Creekside Partners | 3.26% | — | 27,010 | $5.9M |
| Citadel Advisors | 0.01% | Add +62.5% | 26,996 | $5.9M |
| Larson Financial Group LLC | 0.40% | Add +4.7% | 26,987 | $5.9M |
| Ameritas Investment Partners, Inc. | 0.20% | Add +6.7% | 26,900 | $5.9M |
| Evolution Advisers, Inc. | 3.37% | Reduce -0.6% | 26,879 | $5.9M |
| Penney Financial, LLC | 4.28% | Reduce -2.4% | 26,864 | $5.9M |
| Evercore Wealth Management, LLC | 0.09% | Reduce -2.9% | 26,833 | $5.9M |
| Ruggaard & Associates LLC | 2.70% | Add +1.9% | 26,816 | $5.8M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.60% | Add +0.1% | 26,786 | $5.8M |
| Cozad Asset Management Inc. | 0.58% | Add +0.6% | 26,768 | $5.8M |
| Bokf, NA | 0.10% | Add +0.1% | 26,378 | $5.8M |
| Advisor OS, LLC | 0.63% | Add +17.6% | 26,351 | $5.7M |
| Stratos Wealth Advisors, LLC | 0.28% | Add +3.5% | 26,307 | $5.7M |
| Visionary Wealth Advisors | 0.37% | Reduce -7.0% | 25,867 | $5.6M |
| Quest Investment Management LLC | 0.62% | Reduce -1.5% | 25,789 | $5.6M |
| Beirne Wealth Consulting Services, LLC | 2.26% | No change | 25,574 | $5.6M |
| Wells Financial Advisors INC | 3.67% | Reduce -13.5% | 25,589 | $5.6M |
| Brightwater Advisory LLC | 4.24% | Add +1.2% | 25,201 | $5.5M |
| White Lighthouse Investment Management Inc. | 1.06% | Add +6.8% | 25,191 | $5.5M |
| Farrell Financial LLC | 4.28% | Add +4.1% | 25,178 | $5.5M |
| Walkner Condon Financial Advisors LLC | 1.18% | Add +2.8% | 25,123 | $5.5M |
| First PREMIER Bank | 1.46% | Add +0.3% | 25,047 | $5.5M |
| First Merchants Corp. | 0.22% | Reduce -1.3% | 24,680 | $5.4M |
| Brooklyn FI, LLC | 2.10% | Reduce -22.1% | 24,671 | $5.4M |
| Bernardo Wealth Planning LLC | 1.45% | Add +3.1% | 24,656 | $5.4M |
| Colony Family Offices, LLC | 1.73% | Add +10.9% | 24,543 | $5.4M |
| Galvin, Gaustad & Stein, LLC | 0.50% | Reduce -4.7% | 24,433 | $5.3M |
| Mitchell McLeod Pugh & Williams Inc. | 1.21% | Add +8.2% | 24,379 | $5.3M |
| Sovereign Financial Group, Inc. | 1.32% | Add +9.4% | 24,300 | $5.3M |
| Mather Group, Llc. | 0.07% | Add +48.4% | 23,172 | $5.3M |
| RW Investment Management LLC | 0.71% | Add +24.6% | 24,236 | $5.3M |
| Signature Estate & Investment Advisors LLC | 0.13% | New | 23,920 | $5.2M |
| WASHINGTON TRUST Co | 0.19% | No change | 23,882 | $5.2M |
| Drucker Wealth 3.0, LLC | 1.38% | — | 23,872 | $5.2M |
| Aveo Capital Partners, LLC | 0.59% | Add +4.1% | 23,812 | $5.2M |
| &partners | 0.23% | Add +382.9% | 23,787 | $5.2M |
| World Investment Advisors | 0.32% | Add +1223.7% | 23,786 | $5.2M |
| Principal Securities, Inc. | 0.14% | Reduce -38.6% | 23,719 | $5.2M |
| Cadent Capital Advisors, LLC | 2.10% | Reduce -0.2% | 23,695 | $5.2M |
| American Investment Services, Inc. | 0.91% | Add +0.1% | 23,667 | $5.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.86% | Add +5.2% | 23,618 | $5.1M |
| Prudential Financial Inc. | 0.01% | Add +0.1% | 23,590 | $5.1M |
| SageView Advisory Group, LLC | 0.32% | Add +2.7% | 23,491 | $5.1M |
| Integral Investment Advisors, Inc. | 1.88% | Add +56.0% | 23,354 | $5.1M |
| Asset Planning Corporation | 3.79% | Reduce -9.4% | 23,212 | $5.1M |
| Cwm, LLC | 0.02% | Reduce -1.8% | 23,180 | $5.1M |
| Prepared Retirement Institute LLC | 3.32% | Add +3.7% | 22,974 | $5.0M |
| Snowden Capital Advisors LLC | 0.15% | Add +0.7% | 22,868 | $5.0M |
| Dunhill Financial, LLC | 3.11% | Reduce -0.9% | 22,950 | $5.0M |
| Kingswood Wealth Advisors, LLC | 0.45% | Add +48.6% | 22,839 | $5.0M |
| Buck Wealth Strategies, LLC | 1.47% | New | 22,831 | $5.0M |
| Mill Creek Capital Advisors, LLC | 0.13% | Reduce -0.4% | 22,754 | $5.0M |
| Greenhouse Wealth Management, LLC | 3.60% | Add +1.9% | 22,643 | $4.9M |
| Essex Financial Services, Inc. | 0.37% | Add +2.2% | 22,420 | $4.9M |
| Headinvest, LLC | 0.97% | Reduce -4.9% | 22,561 | $4.9M |
| Proffitt & Goodson Inc. | 0.87% | Reduce -0.5% | 22,530 | $4.9M |
| Cypress Wealth Services, LLC | 1.09% | Reduce -0.8% | 22,504 | $4.9M |
| Bay Harbor Wealth Management, LLC | 1.71% | Reduce -4.0% | 22,410 | $4.9M |
| Arcadia Wealth Management, LLC | 2.79% | Add +11.1% | 22,425 | $4.9M |
| Integrated Advisors Network LLC | 0.25% | Reduce -17.7% | 22,269 | $4.9M |
| Index Fund Advisors, Inc. | 0.27% | Add +3.0% | 22,217 | $4.8M |
| Texas Yale Capital Corp. | 0.23% | Add +8.7% | 22,159 | $4.8M |
| Gill Capital Partners, LLC | 1.87% | Add +2.0% | 22,148 | $4.8M |
| Ramiah Investment Group | 4.70% | Add +2.1% | 22,089 | $4.8M |
| Chris Bulman Inc | 3.28% | — | 22,021 | $4.8M |
| Wealthcare Advisory Partners LLC | 0.15% | Add +5.0% | 21,869 | $4.8M |
| Fifth Third Securities, Inc. | 0.44% | Add +6.0% | 21,721 | $4.8M |
| BluePointe Capital Management, LLC | 3.17% | Reduce -0.6% | 21,608 | $4.7M |
| Continuum Advisory, LLC | 0.68% | Reduce -3.3% | 21,497 | $4.7M |
| Dagco, Inc. | 2.08% | Add +0.8% | 21,486 | $4.7M |
| Financial Futures Ltd Liability Co. | 2.87% | Reduce -0.1% | 21,250 | $4.6M |
| Salomon & Ludwin, LLC | 0.52% | Reduce -13.0% | 21,225 | $4.6M |
| Grove Bank & Trust | 0.74% | Reduce -12.9% | 21,187 | $4.6M |
| Sagace Wealth Management LLC | 4.53% | — | 20,084 | $4.6M |
| Stage Harbor Financial, LLC | 4.46% | Reduce -0.1% | 21,155 | $4.6M |
| Aspire Private Capital, LLC | 1.19% | Add +2.4% | 21,143 | $4.6M |
| Certified Advisory Corp | 0.58% | Add +1.9% | 21,122 | $4.6M |
| Parker Financial LLC | 2.51% | Reduce -11.6% | 21,146 | $4.6M |
| Sage Financial Group Inc. | 0.40% | Add +11.8% | 21,081 | $4.6M |
| Prospera Financial Services Inc | 0.13% | Reduce -1.6% | 21,032 | $4.6M |
| Sigma Planning Corp | 0.15% | Add +5.0% | 20,988 | $4.6M |
| Newton One Investments LLC | 1.97% | Add +0.1% | 20,984 | $4.6M |
| Waycross Investment Management Co | 4.41% | Add +0.4% | 20,944 | $4.6M |
| Cabot-Wellington, LLC | 1.78% | No change | 20,868 | $4.6M |
| United Bank | 0.56% | Reduce -0.8% | 20,830 | $4.5M |
| Martel Wealth Advisors LLC | 0.97% | Add +0.3% | 20,825 | $4.5M |
| Concurrent Investment Advisors, LLC | 0.15% | Add +6.5% | 20,765 | $4.5M |
| Meeder Advisory Services, Inc. | 0.32% | Add +34.5% | 20,691 | $4.5M |
| Capital Advantage, Inc. | 0.92% | Add +60.8% | 20,605 | $4.5M |
| LongView Wealth Management | 1.65% | Reduce -5.7% | 20,518 | $4.5M |
| Sandy Spring Bank | 0.20% | Add +11.0% | 20,517 | $4.5M |
| Pathway Financial Advisors LLC | 1.21% | Reduce -1.1% | 20,482 | $4.5M |
| D'Orazio & Associates, Inc. | 0.68% | Reduce -19.8% | 20,422 | $4.5M |
| AQR Capital Management | 0.01% | Add +3.4% | 20,399 | $4.4M |
| Roundview Capital LLC | 0.35% | Add +2.6% | 20,389 | $4.4M |
| Balanced Wealth Group LLC | 2.01% | Reduce -1.8% | 20,408 | $4.4M |
| Advisory Services Network, LLC | 0.09% | Reduce -5.8% | 20,131 | $4.4M |
| Thrive Wealth Management, LLC | 0.86% | Add +2.0% | 20,046 | $4.4M |
| Cary Street Partners Investment Advisory LLC | 0.18% | Reduce -2.8% | 19,985 | $4.4M |
| WP Advisors, LLC | 1.39% | Add +2.6% | 19,904 | $4.3M |
| Jmac Enterprises LLC | 0.76% | Add +1.1% | 19,805 | $4.3M |
| Asset Dedication, LLC | 0.30% | Add +0.0% | 19,737 | $4.3M |
| D. E. Shaw & Co. | 0.01% | New | 19,726 | $4.3M |
| Beacon Financial Planning, Inc. | 2.92% | Add +6.0% | 19,712 | $4.3M |
| Mackenzie Financial Corp. | 0.01% | Add +0.0% | 19,584 | $4.3M |
| One Capital Management, LLC | 0.15% | Reduce -9.2% | 19,559 | $4.3M |
| Wilson & Boucher Capital Management, LLC | 3.26% | Reduce -0.1% | 19,537 | $4.3M |
| JMG Financial Group, Ltd. | 0.16% | Reduce -0.3% | 19,524 | $4.3M |
| IFG Advisors, LLC | 1.00% | No change | 19,418 | $4.2M |
| Freestone Capital Holdings, LLC | 0.15% | Reduce -3.5% | 19,309 | $4.2M |
| Topel & Distasi Wealth Management, LLC | 1.84% | Reduce -0.2% | 19,204 | $4.2M |
| Ti-Trust, Inc. | 3.20% | Add +1.0% | 19,068 | $4.2M |
| Thoroughbred Financial Services, LLC | 0.28% | Add +13.3% | 18,977 | $4.1M |
| Michelson Medical Research Foundation, Inc. | 3.54% | No change | 18,910 | $4.1M |
| Baron Silver Stevens Financial Advisors, LLC | 0.78% | Add +0.3% | 18,757 | $4.1M |
| Simon Quick Advisors, LLC | 0.29% | Reduce -3.4% | 18,752 | $4.1M |
| Bridgewealth Advisory Group, LLC | 1.81% | Add +1.7% | 18,733 | $4.1M |
| Roble, Belko & Company, Inc | 0.68% | Add +2.2% | 18,697 | $4.1M |
| Prosperitas Financial LLC | 2.49% | Reduce -1.4% | 18,697 | $4.1M |
| Gleason Group, Inc. | 0.82% | Reduce -0.0% | 18,607 | $4.1M |
| Clayton Financial Group LLC | 1.75% | Add +3.5% | 17,712 | $4.0M |
| S.A. Mason LLC | 2.30% | Add +3.1% | 18,547 | $4.0M |
| Summit Global Investments | 0.29% | Reduce -4.3% | 18,528 | $4.0M |
| Veridan Wealth LLC | 1.60% | — | 16,858 | $4.0M |
| Nadler Financial Group, Inc. | 0.47% | Add +0.6% | 18,246 | $4.0M |
| Allen Mooney & Barnes Investment Advisors LLC | 0.71% | Reduce -0.3% | 18,231 | $4.0M |
| BIP Wealth, LLC | 0.32% | Add +6.7% | 18,177 | $4.0M |
| Financial Insights, Inc. | 1.10% | Add +14.3% | 18,161 | $4.0M |
| First Bancorp, Inc | 2.92% | Add +2.0% | 18,106 | $3.9M |
| Commerce Bank | 0.03% | Reduce -4.2% | 18,097 | $3.9M |
| Carmichael Hill & Associates, Inc. | 1.60% | Reduce -1.9% | 18,025 | $3.9M |
| Frazier Financial Advisors, LLC | 3.11% | Add +3.5% | 18,001 | $3.9M |
| Regal Investment Advisors LLC | 0.26% | Add +1.8% | 17,971 | $3.9M |
| Optimist Retirement Group LLC | 2.05% | Add +0.1% | 17,928 | $3.9M |
| Cornerstone Wealth Management, LLC | 0.30% | Add +4.1% | 17,899 | $3.9M |
| Mokosak Advisory Group, LLC | 1.29% | Reduce -0.1% | 17,880 | $3.9M |
| Summit Wealth Partners, LLC | 0.81% | Reduce -9.5% | 17,844 | $3.9M |
| Peterson Wealth Advisors, LLC | 0.82% | Reduce -1.9% | 17,829 | $3.9M |
| Keeley-Teton Advisors, LLC | 0.50% | Add +1.0% | 17,826 | $3.9M |
| PAX Financial Group, LLC | 0.76% | Reduce -4.2% | 17,786 | $3.9M |
| Moneco Advisors, LLC | 0.57% | Reduce -2.3% | 17,741 | $3.9M |
| Cambridge Capital Management, LLC | 2.85% | Add +25.9% | 17,649 | $3.8M |
| Mystic Asset Management, Inc. | 1.55% | Add +1.5% | 17,607 | $3.8M |
| RiverGlades Family Offices LLC | 2.98% | Add +0.1% | 17,597 | $3.8M |
| Aptus Capital Advisors, LLC | 0.07% | Reduce -22.9% | 17,572 | $3.8M |
| Harbour Investments, Inc. | 0.13% | Add +7.1% | 17,497 | $3.8M |
| Washington Trust Bank | 0.38% | Reduce -3.3% | 17,490 | $3.8M |
| Farmers & Merchants Investments Inc. | 0.13% | Reduce -3.1% | 17,485 | $3.8M |
| Claro Advisors Inc. | 0.60% | Add +16.6% | 17,470 | $3.8M |
| Lane & Associates LLC | 2.23% | Reduce -23.3% | 17,384 | $3.8M |
| Optas, LLC | 0.98% | Reduce -0.1% | 17,369 | $3.8M |
| Financial Freedom, LLC | 2.15% | Add +0.2% | 17,346 | $3.8M |
| Calamos Wealth Management LLC | 0.21% | No change | 17,345 | $3.8M |
| Concourse Financial Group Securities, Inc. | 0.23% | Reduce -61.2% | 17,154 | $3.8M |
| Ausdal Financial Partners, Inc. | 0.40% | Add +19.8% | 17,160 | $3.7M |
| Flputnam Investment Management Co. | 0.07% | Reduce -3.1% | 17,133 | $3.7M |
| Prime Capital Investment Advisors, LLC | 0.06% | Reduce -6.2% | 17,078 | $3.7M |
| Mayport, LLC | 1.32% | Add +2.7% | 17,037 | $3.7M |
| Connable Office Inc. | 0.40% | Reduce -0.1% | 17,036 | $3.7M |
| DAVENPORT & Co LLC | 0.02% | Add +20.0% | 17,034 | $3.7M |
| Rareview Capital LLC | 3.55% | Reduce -30.3% | 17,031 | $3.7M |
| MY Wealth Management Inc. | 4.20% | Add +2.5% | 16,932 | $3.7M |
| Wealth Alliance, LLC | 0.47% | Add +3.5% | 16,828 | $3.7M |
| KFA Private Wealth Group, LLC | 1.88% | Reduce -0.4% | 16,700 | $3.6M |
| Mesirow Financial Investment Management, Inc. | 0.08% | Reduce -6.3% | 16,685 | $3.6M |
| Warner Financial, Inc. | 1.77% | Add +11.0% | 16,640 | $3.6M |
| Pinion Investment Advisors, LLC | 1.78% | Reduce -43.8% | 16,462 | $3.6M |
| Sensible Financial Planning & Management, LLC. | 0.77% | Add +3.1% | 16,317 | $3.6M |
| Lindbrook Capital, LLC | 0.33% | Reduce -11.7% | 16,089 | $3.5M |
| Main Street Financial Solutions, LLC | 0.33% | Reduce -1.7% | 16,055 | $3.5M |
| Magnus Financial Group LLC | 0.39% | Reduce -0.1% | 16,040 | $3.5M |
| Focus Financial Network, Inc. | 0.15% | Add +11.9% | 15,061 | $3.5M |
| Waldron Private Wealth LLC | 0.15% | No change | 15,830 | $3.5M |
| First Horizon Advisors, Inc. | 0.11% | Reduce -1.4% | 15,876 | $3.5M |
| Semmax Financial Advisors Inc. | 1.04% | Add +7.8% | 15,544 | $3.4M |
| RTD Financial Advisors, Inc. | 0.46% | Reduce -0.3% | 15,610 | $3.4M |
| Keybank National Association | 0.01% | Add +2.6% | 15,593 | $3.4M |
| Consolidated Portfolio Review Corp | 0.79% | Add +3.8% | 15,589 | $3.4M |
| HBC Financial Services, PLLC | 2.16% | Reduce -0.5% | 14,674 | $3.4M |
| Financial Advisory Partners, LLC | 1.26% | Add +8.2% | 15,428 | $3.4M |
| Ironwood Investment Counsel, LLC | 0.60% | Reduce -2.1% | 15,392 | $3.4M |
| Alhambra Investment Management LLC | 1.83% | Add +55.0% | 15,319 | $3.3M |
| Lynch Asset Management, Inc. | 1.40% | No change | 15,000 | $3.3M |
| Stephens Consulting, LLC | 0.93% | Reduce -3.5% | 14,992 | $3.3M |
| Jacobsen Capital Management | 1.46% | Add +6.8% | 14,956 | $3.3M |
| Courier Capital LLC | 0.26% | Add +1.4% | 14,950 | $3.3M |
| Graypoint LLC | 0.23% | Reduce -2.5% | 14,943 | $3.3M |
| Pinnacle Financial Partners Inc | 0.07% | Reduce -2.6% | 14,705 | $3.2M |
| Fiduciary Family Office, LLC | 1.28% | No change | 14,869 | $3.2M |
| Sepio Capital, LP | 0.30% | Add +1.9% | 14,844 | $3.2M |
| Checchi Capital Advisers, LLC | 0.26% | Reduce -6.9% | 14,818 | $3.2M |
| Glass Jacobson Investment Advisors llc | 1.17% | Add +0.6% | 14,674 | $3.2M |
| Pinnacle Financial Group, LLC / IL | 1.37% | Reduce -0.2% | 14,662 | $3.2M |
| Anderson Hoagland & Co. | 0.34% | Reduce -5.5% | 14,798 | $3.2M |
| Petix & Botte Co | 0.90% | Reduce -45.1% | 14,618 | $3.2M |
| Taylor & Morgan Wealth Management, LLC | 2.25% | Reduce -0.4% | 14,576 | $3.2M |
| Susquehanna International Group, LLP | 0.01% | New | 14,559 | $3.2M |
| Synovus Financial Corp. | 0.04% | Add +3.0% | 14,504 | $3.2M |
| Orrstown Financial Services Inc. | 1.66% | Reduce -13.6% | 14,457 | $3.2M |
| Independent Financial Group, LLC | 0.13% | Add +1.5% | 14,410 | $3.1M |
| waypoint wealth counsel | 2.37% | Reduce -0.0% | 14,203 | $3.1M |
| Great Point Wealth Advisors, LLC | 0.71% | No change | 14,192 | $3.1M |
| Paulson Wealth Management Inc. | 0.90% | Reduce -6.2% | 14,135 | $3.1M |
| Greenwich Wealth Management LLC | 0.22% | Add +1.2% | 14,099 | $3.1M |
| One Day In July LLC | 0.38% | Reduce -12.1% | 14,062 | $3.1M |
| Narus Financial Partners, LLC | 1.23% | Add +1.4% | 14,049 | $3.1M |
| Old North State Wealth Management, LLC | 2.02% | Reduce -3.8% | 14,023 | $3.1M |
| Ascent Group, LLC | 0.25% | Reduce -0.5% | 14,033 | $3.1M |
| Mgo One Seven LLC | 0.14% | Add +2.9% | 14,003 | $3.1M |
| Dakota Wealth Management | 0.07% | Reduce -4.0% | 13,979 | $3.0M |
| Level Four Advisory Services, LLC | 0.14% | Add +3.8% | 13,953 | $3.0M |
| Meridian Financial Advisors, LLC | 2.20% | Reduce -0.7% | 13,952 | $3.0M |
| Beacon Bridge Wealth Partners, LLC | 1.39% | Reduce -7.6% | 13,880 | $3.0M |
| Mycio Wealth Partners, LLC | 0.77% | Reduce -12.6% | 13,770 | $3.0M |
| Valeo Financial Advisors, LLC | 0.09% | Add +54.0% | 13,761 | $3.0M |
| Ieq Capital, LLC | 0.04% | Reduce -4.3% | 13,760 | $3.0M |
| Roth Financial Partners LLC | 1.29% | Reduce -0.8% | 13,749 | $3.0M |
| Kennicott Capital Management LLC | 1.24% | Reduce -0.1% | 13,727 | $3.0M |
| Bragg Financial Advisors, Inc | 0.13% | Add +0.1% | 13,627 | $3.0M |
| West Financial Advisors, LLC | 0.62% | Add +0.2% | 13,617 | $3.0M |
| West Bancorporation Inc. | 2.19% | Add +12.7% | 13,581 | $3.0M |
| Gradient Capital Advisors, LLC | 1.06% | Reduce -7.9% | 13,576 | $3.0M |
| StoneX Group Inc. | 0.24% | Reduce -7.9% | 13,486 | $3.0M |
| Highland Capital Management, LLC | 0.17% | Reduce -0.7% | 13,528 | $2.9M |
| General Partner, Inc. | 1.88% | No change | 13,500 | $2.9M |
| Frank, Rimerman Advisors LLC | 0.21% | Reduce -1.7% | 13,477 | $2.9M |
| Accredited Investors Inc. | 0.18% | Reduce -0.2% | 13,450 | $2.9M |
| Heritage Trust Co | 0.39% | Reduce -1.4% | 13,446 | $2.9M |
| Strategic Blueprint, LLC | 0.20% | Reduce -5.8% | 13,442 | $2.9M |
| Great Lakes Advisors, LLC | 0.03% | No change | 13,421 | $2.9M |
| SOL Capital Management CO | 0.35% | Reduce -1.8% | 13,328 | $2.9M |
| Paragon Capital Management Inc. | 2.21% | Add +1.3% | 13,280 | $2.9M |
| IFP Advisors, Inc | 0.11% | Add +8.3% | 13,257 | $2.9M |
| Valtinson Bruner Financial Planning LLC | 1.14% | Add +2.0% | 13,216 | $2.9M |
| Kingsview Wealth Management, LLC | 0.07% | Add +87.6% | 13,163 | $2.9M |
| Elevated Capital Advisors, LLC | 0.81% | Reduce -4.1% | 13,161 | $2.9M |
| Acorn Wealth Advisors, LLC | 1.41% | Add +4.0% | 13,129 | $2.9M |
| Investment Research & Advisory Group, Inc. | 1.27% | Reduce -0.2% | 13,125 | $2.9M |
| PCA Investment Advisory Services Inc. | 1.49% | Add +1.9% | 13,085 | $2.9M |
| Tompkins Financial Corp. | 0.30% | Add +9.5% | 13,070 | $2.8M |
| CWS Financial Advisors, LLC | 1.12% | Add +13.1% | 13,021 | $2.8M |
| Wade Financial Advisory, Inc | 1.02% | Reduce -3.1% | 13,010 | $2.8M |
| Beam Wealth Advisors, Inc. | 0.94% | Add +1375.7% | 12,986 | $2.8M |
| Lake Street Advisors Group, LLC | 0.14% | Add +0.1% | 12,904 | $2.8M |
| SOA Wealth Advisors, LLC. | 0.57% | Reduce -4.3% | 12,945 | $2.8M |
| Verum Partners LLC | 0.91% | Reduce -1.0% | 12,880 | $2.8M |
| Phillips Financial Management, LLC | 0.23% | Add +0.7% | 12,824 | $2.8M |
| Councilor Wealth, LLC | 1.44% | Add +13.2% | 12,783 | $2.8M |
| Brand Asset Management Group, Inc. | 1.17% | Reduce -0.9% | 12,750 | $2.8M |
| First Financial Corp. | 1.41% | Reduce -2.4% | 12,704 | $2.8M |
| Welch & Forbes LLC | 0.04% | Reduce -0.1% | 12,648 | $2.8M |
| Mosaic Advisors LLC | 2.21% | No change | 12,550 | $2.7M |
| Edmond DE Rothschild Holding S.A. | 0.05% | No change | 12,500 | $2.7M |
| Kathleen S. Wright Associates Inc. | 1.25% | Add +2.7% | 12,438 | $2.7M |
| First United Bank & Trust | 1.01% | Add +0.1% | 12,411 | $2.7M |
| Alesco Advisors, LLC, An ESL Co | 0.09% | No change | 12,402 | $2.7M |
| Gentry Private Wealth, LLC | 2.35% | — | 12,277 | $2.7M |
| REAP Financial Group, LLC | 0.72% | Reduce -0.8% | 12,254 | $2.7M |
| Wesbanco Bank Inc. | 0.10% | Reduce -4.2% | 12,245 | $2.7M |
| Rebalance, LLC | 0.21% | Reduce -0.1% | 12,179 | $2.7M |
| Columbia Asset Management | 0.49% | Add +17.1% | 12,158 | $2.7M |
| MBB Public Markets I LLC | 0.05% | No change | 12,132 | $2.6M |
| Fiduciary Trust Co | 0.04% | Add +20.5% | 12,045 | $2.6M |
| Smith, Moore & Co. | 0.27% | Reduce -2.9% | 11,975 | $2.6M |
| Marble Harbor Investment Counsel, LLC | 0.31% | Reduce -0.4% | 11,965 | $2.6M |
| Octavia Wealth Advisors, LLC | 0.36% | Add +1.0% | 11,915 | $2.6M |
| Diversified Trust Co. | 0.07% | Add +1.5% | 11,958 | $2.6M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -5.5% | 11,954 | $2.6M |
| Stonebridge Capital Advisors LLC | 0.23% | Add +235.0% | 11,950 | $2.6M |
| STAR Financial Bank | 2.00% | Reduce -23.2% | 11,933 | $2.6M |
| Modus Advisors, LLC | 0.91% | Reduce -15.1% | 11,846 | $2.6M |
| Brighton Jones LLC | 0.09% | Add +5.5% | 11,802 | $2.6M |
| McKinley Carter Wealth Services, Inc. | 0.16% | Reduce -10.9% | 11,797 | $2.6M |
| Orin Green Financial, LLC | 1.18% | New | 11,789 | $2.6M |
| Sowell Financial Services LLC | 0.12% | Reduce -11.0% | 11,738 | $2.6M |
| Gibson Wealth Advisors LLC | 2.40% | Reduce -1.5% | 11,779 | $2.6M |
| Tortoise Investment Management, LLC | 0.29% | Add +7.9% | 11,773 | $2.6M |
| Fiera Capital Corp | 0.01% | No change | 11,755 | $2.6M |
| Monument Group Wealth Advisors, LLC | 1.72% | Reduce -0.9% | 11,744 | $2.6M |
| Flagstar Securities, Inc. | 0.70% | Add +2.7% | 11,685 | $2.6M |
| Sei Investments Co. | 0.00% | Add +0.6% | 11,722 | $2.6M |
| Coordinated Financial Services, Inc. | 2.20% | Add +1.1% | 11,644 | $2.5M |
| Savvy Advisors, Inc. | 0.83% | Add +597.7% | 11,616 | $2.5M |
| Cranbrook Wealth Management, LLC | 0.62% | Reduce -4.2% | 11,578 | $2.5M |
| Ariston Services Group | 2.42% | Reduce -0.3% | 11,540 | $2.5M |
| Fidelis Capital Partners, LLC | 0.36% | Reduce -11.4% | 11,611 | $2.5M |
| TFC Financial Management, Inc. | 0.44% | Reduce -0.8% | 11,383 | $2.5M |
| Cordant, Inc. | 1.38% | Add +7.1% | 11,364 | $2.5M |
| Dorsey & Whitney Trust CO LLC | 0.17% | Reduce -12.3% | 11,344 | $2.5M |
| SigFig Wealth Management, LLC | 0.09% | Reduce -11.2% | 11,339 | $2.5M |
| Gainplan LLC | 1.19% | Reduce -0.2% | 11,333 | $2.5M |
| Procyon Advisors, LLC | 0.18% | Reduce -2.9% | 11,314 | $2.5M |
| Wintrust Investments LLC | 0.20% | Add +0.3% | 11,303 | $2.5M |
| Trinity Financial Advisors LLC | 1.10% | Reduce -9.2% | 11,252 | $2.5M |
| Financial Advocates Investment Management | 0.15% | Reduce -1.4% | 11,229 | $2.4M |
| Hummer Financial Advisory Services Inc | 2.11% | Reduce -0.2% | 11,174 | $2.4M |
| Sfm, LLC | 1.82% | Add +4.3% | 11,109 | $2.4M |
| Klingman & Associates, LLC | 0.16% | Reduce -1.1% | 11,107 | $2.4M |
| MA Private Wealth | 0.48% | Reduce -8.7% | 11,105 | $2.4M |
| Simmons Bank | 0.18% | Reduce -27.3% | 11,104 | $2.4M |
| Evermay Wealth Management LLC | 0.39% | Reduce -0.5% | 11,062 | $2.4M |
| Tanager Wealth Management LLP | 0.36% | Reduce -5.1% | 11,046 | $2.4M |
| SkyOak Wealth, LLC | 0.56% | Add +0.7% | 11,086 | $2.4M |
| Life Planning Partners, Inc | 2.19% | Add +12.7% | 11,065 | $2.4M |
| Graves Light Lenhart Wealth, Inc. | 0.28% | No change | 11,152 | $2.4M |
| Stock Yards Bank & Trust Co. | 0.08% | Reduce -1.3% | 11,047 | $2.4M |
| Mitchell Sinkler & Starr | 0.61% | Add +7.6% | 10,680 | $2.4M |
| Goelzer Investment Management, Inc. | 0.13% | Reduce -20.7% | 10,968 | $2.4M |
| Perennial Investment Advisors, LLC | 0.34% | Add +190.9% | 10,926 | $2.4M |
| MassMutual Private Wealth & Trust, FSB | 0.07% | Add +5.8% | 10,875 | $2.4M |
| Apollon Wealth Management, LLC | 0.07% | Add +2.7% | 10,823 | $2.4M |
| Silver Oak Securities, Incorporated | 0.35% | Add +3.0% | 10,799 | $2.4M |
| Williams Jones Wealth Management, LLC. | 0.03% | Reduce -2.5% | 10,783 | $2.4M |
| Boston Research & Management Inc. | 0.59% | Reduce -2.1% | 10,654 | $2.3M |
| Moisand Fitzgerald Tamayo, LLC | 0.35% | Reduce -1.4% | 10,616 | $2.3M |
| Parsons Capital Management Inc. | 0.16% | Add +7.0% | 10,615 | $2.3M |
| PFG Advisors | 0.16% | Reduce -38.4% | 10,575 | $2.3M |
| SWP Financial LLC | 1.51% | Reduce -2.5% | 10,513 | $2.3M |
| Ridgewood Investments LLC | 1.15% | Add +0.4% | 10,500 | $2.3M |
| BTC Capital Management, Inc. | 0.21% | No change | 10,491 | $2.3M |
| Boyd Wealth Management, LLC | 1.26% | Reduce -3.7% | 10,462 | $2.3M |
| N.E.W. Advisory Services LLC | 0.25% | Reduce -8.8% | 10,428 | $2.3M |
| Strategies Wealth Advisors, LLC | 0.33% | Reduce -1.1% | 10,418 | $2.3M |
| Oxford Financial Group, LTD. LLC | 0.15% | Add +56.3% | 10,320 | $2.3M |
| Brickley Wealth Management | 0.49% | Reduce -4.5% | 10,293 | $2.2M |
| Viewpoint Capital Management LLC | 1.37% | No change | 10,280 | $2.2M |
| Kelleher Financial Advisors | 0.92% | Add +2.3% | 10,250 | $2.2M |
| Peoples Financial Services Corp. | 1.01% | Add +9.1% | 10,248 | $2.2M |
| Strategic Family Wealth Counselors, L.L.C. | 0.85% | Add +1.2% | 10,236 | $2.2M |
| SouthState Bank Corp | 0.16% | Add +43.0% | 10,151 | $2.2M |
| Barrett & Company, Inc. | 1.00% | New | 10,126 | $2.2M |
| Embree Financial Group | 0.42% | Reduce -3.8% | 10,109 | $2.2M |
| Berger Financial Group, Inc | 0.18% | Reduce -8.1% | 10,095 | $2.2M |
| Family Capital Management, Inc. | 1.50% | Add +4.0% | 10,094 | $2.2M |
| Dechtman Wealth Management, LLC | 0.49% | New | 10,083 | $2.2M |
| Traveka Wealth, LLC | 1.07% | Reduce -2.9% | 10,076 | $2.2M |
| Vontobel Holding Ltd. | 0.01% | Reduce -2.7% | 10,015 | $2.2M |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 1.87% | No change | 9,995 | $2.2M |
| Wiser Advisor Group LLC | 3.42% | Reduce -1.5% | 9,964 | $2.2M |
| Marquette Asset Management, LLC | 0.37% | Reduce -0.9% | 9,938 | $2.2M |
| Debussy Capital Management LP | 0.62% | Reduce -0.1% | 9,919 | $2.2M |
| Choate Investment Advisors | 0.06% | No change | 9,871 | $2.2M |
| Security Financial Services, INC. | 0.47% | Reduce -1.8% | 9,863 | $2.2M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.60% | Reduce -7.2% | 9,672 | $2.1M |
| AdvisorNet Financial, Inc | 0.19% | Reduce -7.6% | 9,637 | $2.1M |
| Principle Wealth Partners LLC | 0.16% | Reduce -17.3% | 9,617 | $2.1M |
| Destiny Wealth Partners, LLC | 0.38% | Reduce -0.6% | 9,615 | $2.1M |
| Westside Investment Management, Inc. | 0.48% | Reduce -1.0% | 9,583 | $2.1M |
| Revolve Wealth Partners, LLC | 0.34% | Reduce -3.9% | 9,551 | $2.1M |
| Joseph P. Lucia & Associates, LLC | 1.06% | Reduce -8.8% | 9,513 | $2.1M |
| Affinity Capital Advisors, LLC | 0.44% | Reduce -0.2% | 9,513 | $2.1M |
| IHT Wealth Management, LLC | 0.08% | Reduce -1.1% | 9,485 | $2.1M |
| Legacy Edge Advisors, LLC | 0.38% | Add +21.5% | 9,481 | $2.1M |
| Wealthspan Partners, LLC | 1.14% | Add +1.2% | 9,480 | $2.1M |
| Camelot Portfolios, LLC | 1.17% | Add +11.8% | 9,447 | $2.1M |
| Ameraudi Asset Management, Inc. | 0.93% | Reduce -6.0% | 9,404 | $2.1M |
| Encompass Wealth Advisors, LLC | 0.55% | Add +0.0% | 9,395 | $2.0M |
| Stone Summit Wealth LLC | 0.73% | Add +1.9% | 9,368 | $2.0M |
| Liberty Wealth Management LLC | 0.37% | Add +2.3% | 9,363 | $2.0M |
| Brio Consultants, LLC | 0.34% | Add +12.3% | 9,321 | $2.0M |
| FinDec Wealth Services, Inc. | 1.28% | Reduce -32.3% | 9,318 | $2.0M |
| Washington Trust Advisors, Inc. | 0.19% | Add +1.4% | 9,275 | $2.0M |
| Market Street Wealth Management Advisors LLC | 0.34% | Reduce -0.2% | 9,223 | $2.0M |
| Columbus Macro, LLC | 0.77% | Add +0.1% | 9,178 | $2.0M |
| New England Private Wealth Advisors LLC | 0.35% | No change | 9,141 | $2.0M |
| Horizon Family Wealth, Inc. | 1.51% | Add +8.1% | 9,089 | $2.0M |
| Conning Inc. | 0.07% | No change | 9,084 | $2.0M |
| Fort Point Capital Partners LLC | 0.25% | Reduce -11.2% | 9,051 | $2.0M |
| Cahill Financial Advisors Inc. | 0.27% | Reduce -1.9% | 9,036 | $2.0M |
| Pine Valley Investments Ltd Liability Co | 0.14% | Reduce -0.8% | 8,983 | $2.0M |
| Wealthspire Retirement, LLC | 0.16% | Reduce -0.5% | 8,967 | $2.0M |
| GTS Securities LLC | 0.04% | New | 8,924 | $1.9M |
| FDx Advisors, Inc. | 0.53% | Reduce -4.0% | 8,861 | $1.9M |
| Morton Brown Family Wealth, LLC | 0.76% | Reduce -2.0% | 8,447 | $1.9M |
| Smith Anglin Financial, LLC | 0.19% | No change | 8,783 | $1.9M |
| Marshall Financial Group, LLC | 0.54% | Reduce -9.7% | 8,780 | $1.9M |
| Onyx Bridge Wealth Group LLC | 0.31% | Reduce -0.5% | 8,749 | $1.9M |
| Forte Capital LLC | 0.23% | Reduce -25.0% | 8,721 | $1.9M |
| CGN Advisors LLC | 0.22% | Reduce -5.9% | 8,702 | $1.9M |
| JNBA Financial Advisors | 0.20% | Reduce -2.1% | 8,700 | $1.9M |
| McLean Asset Management Corp | 0.61% | Add +0.9% | 8,702 | $1.9M |
| Nations Financial Group Inc, /Ia/ | 0.15% | Reduce -2.0% | 8,661 | $1.9M |
| Highline Wealth Partners LLC | 0.71% | Reduce -18.4% | 8,644 | $1.9M |
| Investment Advisory Group, LLC | 0.73% | Add +8.1% | 8,611 | $1.9M |
| Tarbox Family Office, Inc. | 0.33% | Reduce -5.8% | 8,590 | $1.9M |
| Carr Financial Group Corp | 0.59% | Reduce -6.6% | 8,565 | $1.9M |
| Performance Wealth Partners, LLC | 0.07% | Reduce -66.5% | 8,540 | $1.9M |
| Axiom Advisory, LLC | 0.02% | New | 8,467 | $1.9M |
| TFB Advisors LLC | 0.60% | Add +5.7% | 8,505 | $1.9M |
| jvl associates llc | 0.74% | Add +0.1% | 8,504 | $1.9M |
| Wick Capital Partners, LLC | 0.64% | New | 8,483 | $1.8M |
| Transcend Capital Advisors, LLC | 0.13% | Add +3.5% | 8,448 | $1.8M |
| Arrowroot Family Office, LLC | 1.18% | Reduce -8.5% | 8,442 | $1.8M |
| Creative Financial Designs Inc. | 0.16% | Add +0.2% | 8,432 | $1.8M |
| Vicus Capital | 0.17% | Add +32.7% | 8,417 | $1.8M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -0.1% | 8,417 | $1.8M |
| Peak Asset Management, LLC | 0.36% | Reduce -4.7% | 8,413 | $1.8M |
| Sachem Hill LLC | 0.39% | Add +11.2% | 8,301 | $1.8M |
| MIdWestOne Financial Group, Inc. | 0.32% | No change | 8,243 | $1.8M |
| Clear Creek Financial Management, LLC | 0.22% | Reduce -0.5% | 8,179 | $1.8M |
| Beaird Harris Wealth Management, LLC | 0.17% | Reduce -5.8% | 8,179 | $1.8M |
| Hiley Hunt Wealth Management | 1.10% | Reduce -9.2% | 8,151 | $1.8M |
| Greenup Street Wealth Management LLC | 0.42% | Add +33.4% | 8,144 | $1.8M |
| Fulton Bank, N.A. | 0.07% | Add +20.6% | 8,135 | $1.8M |
| Windham Capital Management, LLC | 1.39% | No change | 8,123 | $1.8M |
| Investment Partners, LTD. | 0.79% | Reduce -1.1% | 8,048 | $1.8M |
| Cynosure Group, LLC | 0.28% | Add +94.4% | 7,989 | $1.7M |
| Collective Family Office LLC | 0.51% | Add +1.0% | 7,957 | $1.7M |
| Verus Capital Partners, LLC | 0.18% | Reduce -17.2% | 7,928 | $1.7M |
| Maryland Capital Advisors Inc. | 0.93% | Reduce -2.8% | 7,888 | $1.7M |
| Vantage Financial Partners, LLC | 0.45% | Reduce -22.2% | 7,881 | $1.7M |
| Callan Capital, LLC | 0.14% | Add +440.3% | 7,845 | $1.7M |
| Canal Capital Management, LLC | 0.29% | No change | 7,822 | $1.7M |
| First National Bank of Omaha | 0.11% | Add +0.8% | 7,814 | $1.7M |
| Soltis Investment Advisors LLC | 0.18% | Add +8.7% | 7,796 | $1.7M |
| Argonautica Private Wealth Management, Inc. | 0.58% | Reduce -0.5% | 7,794 | $1.7M |
| Trust Co. of Vermont | 0.09% | Reduce -5.2% | 7,736 | $1.7M |
| Sweet Financial Partners, LLC | 0.38% | No change | 7,715 | $1.7M |
| MADDEN SECURITIES Corp | 0.74% | Add +59.8% | 7,687 | $1.7M |
| Ritholtz Wealth Management | 0.06% | Add +29.8% | 7,675 | $1.7M |
| Eclectic Associates Inc. | 0.74% | Add +1.5% | 7,635 | $1.7M |
| Dimension Capital Management LLC | 0.34% | No change | 7,622 | $1.7M |
| Dentgroup LLC | 1.34% | Reduce -5.9% | 7,622 | $1.7M |
| Duncker Streett & Co. Inc. | 0.32% | No change | 7,616 | $1.7M |
| Harbor Group, Inc. | 0.42% | Add +0.2% | 7,612 | $1.7M |
| Private Client Services, LLC | 1.04% | Add +1.0% | 7,565 | $1.6M |
| Alpha Cubed Investments, LLC | 0.08% | Add +1.0% | 7,557 | $1.6M |
| First National Trust Co | 0.07% | No change | 7,546 | $1.6M |
| Retirement Planning Co of New England, Inc. | 0.89% | Add +10.2% | 7,528 | $1.6M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.46% | Add +1.3% | 7,456 | $1.6M |
| Argent Trust Co | 0.07% | Add +0.1% | 7,453 | $1.6M |
| Pacific Sun Financial Corp | 0.96% | Reduce -1.1% | 7,439 | $1.6M |
| City State Bank | 0.66% | Add +9.8% | 7,423 | $1.6M |
| Outlook Wealth Advisors, LLC | 0.50% | No change | 2,488 | $1.6M |
| Lee Financial Co | 0.26% | Reduce -0.3% | 7,412 | $1.6M |
| AlTi Global, Inc. | 0.04% | No change | 7,376 | $1.6M |
| Beacon Financial Group | 0.18% | Reduce -0.1% | 7,395 | $1.6M |
| ETF Portfolio Partners, Inc. | 0.50% | Reduce -9.0% | 7,387 | $1.6M |
| AlphaStar Capital Management, LLC | 0.15% | Add +0.1% | 7,376 | $1.6M |
| MidAtlantic Capital Management, Inc. | 1.35% | Reduce -1.3% | 7,372 | $1.6M |
| Essex Bank | 0.43% | Reduce -2.0% | 7,365 | $1.6M |
| TCI Wealth Advisors, Inc. | 0.15% | Reduce -3.0% | 7,350 | $1.6M |
| New England Asset Management Inc. | 0.28% | No change | 7,340 | $1.6M |
| Deutsche Bank AG | 0.00% | No change | 7,332 | $1.6M |
| Hunter Associates Investment Management LLC | 0.27% | Add +14.4% | 7,355 | $1.6M |
| Capital Analysts, LLC | 0.07% | Reduce -1.4% | 7,314 | $1.6M |
| CW Advisors, LLC | 0.03% | Add +1.6% | 7,304 | $1.6M |
| PFG Investments, LLC | 0.11% | Reduce -67.1% | 7,254 | $1.6M |
| Hohimer Wealth Management, LLC | 0.37% | Reduce -3.1% | 7,246 | $1.6M |
| Anchor Investment Management, LLC | 0.16% | Reduce -0.9% | 7,181 | $1.6M |
| GFS Advisors, LLC | 0.25% | Add +321.2% | 30,283 | $1.6M |
| Flow Traders U.S. LLC | 0.08% | New | 7,152 | $1.6M |
| Principal Financial Group Inc. | 0.00% | Add +82.0% | 7,134 | $1.6M |
| Wedbush Securities Inc. | 0.06% | Reduce -8.4% | 7,090 | $1.5M |
| First Citizens Bank & Trust Co. | 0.03% | Add +11.4% | 7,087 | $1.5M |
| FineMark National Bank & Trust | 0.06% | Reduce -15.0% | 7,060 | $1.5M |
| Summit Trail Advisors, LLC | 0.04% | Reduce -14.3% | 7,032 | $1.5M |
| Sax Wealth Advisors, LLC | 0.15% | Add +158.5% | 7,043 | $1.5M |
| Pioneer Wealth Management Group | 0.81% | Reduce -8.3% | 7,013 | $1.5M |
| Sunburst Financial Group, LLC | 0.41% | Add +3.4% | 7,006 | $1.5M |
| Partners in Financial Planning | 0.33% | Reduce -0.3% | 6,938 | $1.5M |
| Shorepoint Capital Partners LLC | 0.35% | Add +0.2% | 6,910 | $1.5M |
| Tritonpoint Wealth, LLC | 0.14% | Add +3.0% | 6,843 | $1.5M |
| Zhang Financial LLC | 0.10% | Add +22.6% | 6,817 | $1.5M |
| Custos Family Office, LLC | 0.59% | New | 6,804 | $1.5M |
| Compass Financial Group, INC | 0.32% | Reduce -3.0% | 6,794 | $1.5M |
| Independent Advisor Alliance | 0.05% | Add +0.3% | 6,784 | $1.5M |
| Motley Fool Wealth Management, LLC | 0.08% | Add +11.9% | 6,793 | $1.5M |
| Squire Investment Management Company, LLC | 0.84% | Add +5.1% | 6,770 | $1.5M |
| Westover Capital Advisors, LLC | 0.38% | New | 6,708 | $1.5M |
| Uptick Partners, LLC | 1.12% | Reduce -2.0% | 6,378 | $1.5M |
| Waters Parkerson & Co., LLC | 0.08% | No change | 6,667 | $1.5M |
| Gladstone Institutional Advisory LLC | 0.07% | Add +1.0% | 6,594 | $1.4M |
| Cornerstone Advisors Asset Management, LLC | 0.41% | Add +5.8% | 6,594 | $1.4M |
| Ironwood Financial, llc | 0.32% | Add +1.4% | 6,584 | $1.4M |
| Keel Point, LLC | 0.13% | Add +11.8% | 6,448 | $1.4M |
| Santori & Peters, Inc. | 0.61% | Reduce -1.5% | 6,514 | $1.4M |
| Romano Brothers and Company | 0.20% | Reduce -1.5% | 6,456 | $1.4M |
| Cascade Wealth Advisors, Inc | 1.04% | Reduce -20.3% | 6,152 | $1.4M |
| Astoria Strategic Wealth, Inc. | 0.43% | Add +0.2% | 6,360 | $1.4M |
| Rockbridge Investment Management, LCC | 0.20% | Add +0.9% | 6,341 | $1.4M |
| Aaron Wealth Advisors LLC | 0.19% | Add +35.7% | 6,324 | $1.4M |
| Wellspring Financial Advisors, LLC | 0.15% | No change | 6,323 | $1.4M |
| Cassady Schiller Wealth Management, LLC | 0.56% | Add +4.6% | 6,293 | $1.4M |
| RFG Advisory, LLC | 0.04% | Add +10.4% | 6,290 | $1.4M |
| Carolinas Wealth Consulting LLC | 0.26% | Add +0.1% | 6,256 | $1.4M |
| Global Strategic Investment Solutions, LLC | 0.16% | Reduce -13.2% | 6,253 | $1.4M |
| USAdvisors Wealth Management, LLC | 0.48% | Reduce -0.7% | 6,252 | $1.4M |
| Blue Trust, Inc. | 0.02% | No change | 5,953 | $1.4M |
| Sightline Wealth Advisors, LLC | 0.85% | Reduce -1.1% | 6,241 | $1.4M |
| Beese Fulmer Investment Management, Inc. | 0.12% | No change | 6,227 | $1.4M |
| Lanark Financial, Inc. | 0.12% | Add +0.1% | 6,227 | $1.4M |
| Hirtle & Co., LLC | 0.07% | Add +6.9% | 6,216 | $1.4M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -75.1% | 6,215 | $1.4M |
| Caitlin John, LLC | 0.99% | Add +8.6% | 6,200 | $1.4M |
| Seven Springs Wealth Group, LLC | 0.54% | Reduce -2.6% | 6,171 | $1.3M |
| Financial Planning & Information Services, Inc. | 0.20% | Reduce -0.4% | 6,154 | $1.3M |
| GC Wealth Management RIA, LLC | 0.26% | Reduce -7.5% | 6,150 | $1.3M |
| Tudor Investment Corporation | 0.01% | Add +590.3% | 6,144 | $1.3M |
| Scotia Capital Inc. | 0.01% | Reduce -0.1% | 6,139 | $1.3M |
| Refined Wealth Management | 1.03% | Add +0.7% | 6,132 | $1.3M |
| Gray Private Wealth, LLC | 0.84% | Reduce -0.1% | 6,037 | $1.3M |
| Kendall Capital Management | 0.44% | No change | 6,025 | $1.3M |
| Capasso Planning Partners LLC | 0.43% | Add +3.0% | 6,010 | $1.3M |
| Carl P. Sherr & Co., LLC | 0.73% | Add +6.3% | 6,008 | $1.3M |
| Global Wealth Management Investment Advisory, Inc. | 0.30% | Reduce -5.3% | 6,007 | $1.3M |
| MorganRosel Wealth Management, LLC | 0.46% | Reduce -2.0% | 6,000 | $1.3M |
| S&T Bank | 0.33% | No change | 5,999 | $1.3M |
| RFG Holdings, Inc. | 0.50% | Reduce -2.5% | 5,975 | $1.3M |
| Cornerstone Wealth Group, LLC | 0.12% | Add +8.2% | 5,972 | $1.3M |
| Bell Investment Advisors, Inc | 0.26% | Reduce -2.9% | 5,964 | $1.3M |
| New Republic Capital, LLC | 0.65% | Add +1.2% | 5,925 | $1.3M |
| Dogwood Wealth Management LLC | 0.80% | Reduce -0.1% | 5,931 | $1.3M |
| Cary Street Partners Asset Management LLC | 0.19% | Reduce -4.8% | 5,893 | $1.3M |
| Carnegie Investment Counsel | 0.04% | Reduce -4.4% | 5,892 | $1.3M |
| Farther Finance Advisors, LLC | 0.06% | Reduce -10.0% | 5,931 | $1.3M |
| Madden Advisory Services, Inc. | 0.65% | Add +1.3% | 5,866 | $1.3M |
| Guardian Wealth Advisors, LLC / NC | 0.15% | Add +6.7% | 5,860 | $1.3M |
| Meridian Wealth Partners, LLC | 0.23% | Reduce -5.5% | 5,855 | $1.3M |
| Edge Financial Advisors LLC | 1.32% | Add +48.0% | 5,850 | $1.3M |
| DBK Financial Counsel, LLC | 1.38% | Reduce -1.1% | 5,829 | $1.3M |
| KMG Fiduciary Partners, LLC | 0.12% | No change | 5,825 | $1.3M |
| Bryn Mawr Trust Advisors, LLC | 0.07% | Reduce -0.2% | 5,812 | $1.3M |
| Cascade Financial Partners, LLC | 0.17% | Reduce -7.8% | 5,779 | $1.3M |
| Lam Group, Inc. | 1.06% | Reduce -0.8% | 5,775 | $1.3M |
| Gibson Capital, LLC | 0.28% | No change | 5,771 | $1.3M |
| Baron Financial Group, LLC | 0.80% | Add +36.7% | 5,757 | $1.3M |
| Clifford Swan Investment Counsel LLC | 0.05% | No change | 5,753 | $1.3M |
| GYL Financial Synergies, LLC | 0.10% | Add +18.7% | 5,749 | $1.3M |
| Intelligence Driven Advisers, LLC | 0.18% | Reduce -0.4% | 5,748 | $1.3M |
| Private Ocean, LLC | 0.11% | Add +22.5% | 5,731 | $1.2M |
| Upper Left Wealth Management, LLC | 1.13% | Add +3.6% | 5,709 | $1.2M |
| Cornerstone Wealth Advisors, Inc. | 0.37% | Add +2.4% | 5,688 | $1.2M |
| SeaCrest Wealth Management, LLC | 0.14% | Add +7.6% | 5,684 | $1.2M |
| Adero Partners, LLC | 0.09% | Reduce -1.2% | 5,648 | $1.2M |
| Maripau Wealth Management LLC | 0.84% | Add +47.2% | 5,616 | $1.2M |
| Silverlake Wealth Management LLC | 0.50% | Add +7.1% | 5,636 | $1.2M |
| Moneywise, Inc. | 0.65% | Reduce -1.9% | 5,616 | $1.2M |
| Cardiff Park Advisors, LLC | 0.12% | Add +0.3% | 5,603 | $1.2M |
| Twin Focus Capital Partners, LLC | 0.19% | No change | 5,597 | $1.2M |
| GW&K Investment Management, LLC | 0.01% | No change | 5,579 | $1.2M |
| Independence Bank of Kentucky | 0.32% | Add +8.1% | 5,579 | $1.2M |
| Quadrant Capital Group LLC | 0.09% | No change | 5,569 | $1.2M |
| Defined Wealth Management, LLC | 0.84% | Add +0.4% | 5,551 | $1.2M |
| Unique Wealth Strategies, LLC | 0.56% | No change | 5,266 | $1.2M |
| Berkeley Capital Partners, LLC | 0.36% | Add +12.7% | 5,503 | $1.2M |
| Proficio Capital Partners LLC | 0.13% | No change | 5,492 | $1.2M |
| Evanson Asset Management, LLC | 0.09% | No change | 5,480 | $1.2M |
| Greenleaf Trust | 0.01% | Reduce -0.8% | 5,480 | $1.2M |
| Laird Norton Wetherby Wealth Management, LLC | 0.06% | Reduce -0.4% | 5,470 | $1.2M |
| Muirfield Wealth Advisors LLC | 1.12% | Reduce -0.1% | 5,459 | $1.2M |
| Journey Advisory Group, LLC | 0.14% | Reduce -37.4% | 5,425 | $1.2M |
| Renaissance Technologies | 0.00% | New | 5,400 | $1.2M |
| WMS Partners, LLC | 0.08% | Reduce -18.4% | 5,392 | $1.2M |
| BOS Asset Management, LLC | 0.55% | Reduce -3.0% | 5,388 | $1.2M |
| SC&H Financial Advisors, Inc. | 0.29% | Add +0.4% | 5,379 | $1.2M |
| Western Wealth Management, LLC | 0.09% | Add +5.2% | 5,378 | $1.2M |
| Jeppson Wealth Management, LLC | 0.45% | Reduce -0.8% | 5,364 | $1.2M |
| First American Bank | 0.09% | Reduce -0.5% | 5,356 | $1.2M |
| TFG Advisers LLC | 0.45% | Reduce -3.0% | 5,355 | $1.2M |
| Heritage Wealth Management, Inc. | 0.39% | — | 5,383 | $1.2M |
| Founders Financial Alliance, LLC | 0.34% | Reduce -2.5% | 5,294 | $1.2M |
| Allegheny Financial Group | 0.33% | Add +5.0% | 5,272 | $1.1M |
| C M Bidwell & Associates Ltd. | 0.77% | Reduce -4.0% | 5,267 | $1.1M |
| Rockwood Wealth Management, LLC | 0.14% | Add +23.9% | 5,221 | $1.1M |
| Vident Advisory, LLC | 0.03% | No change | 5,209 | $1.1M |
| Fortitude Family Office, LLC | 0.64% | No change | 5,209 | $1.1M |
| FIDELIS iM, LLC | 0.56% | No change | 5,200 | $1.1M |
| Gryphon Financial Partners LLC | 0.17% | Add +8.0% | 5,195 | $1.1M |
| Squarepoint Ops LLC | 0.00% | New | 5,132 | $1.1M |
| Tranquility Partners, LLC | 0.43% | Add +2.2% | 5,131 | $1.1M |
| First Business Financial Services, Inc. | 0.12% | No change | 5,129 | $1.1M |
| Nabity-Jensen Investment Management Inc | 0.91% | Add +4.6% | 5,117 | $1.1M |
| Precision Wealth Strategies, LLC | 1.15% | New | 5,103 | $1.1M |
| National Philanthropic Trust | 0.02% | No change | 5,098 | $1.1M |
| CPA Asset Management Group, LLC | 0.59% | No change | 5,094 | $1.1M |
| Fisher Asset Management | 0.00% | Add +4.9% | 5,071 | $1.1M |
| O'ROURKE & COMPANY, Inc | 0.62% | No change | 5,068 | $1.1M |
| Coastline Trust Co | 0.13% | Add +9.8% | 5,047 | $1.1M |
| Cidel Asset Management Inc. | 0.09% | No change | 5,046 | $1.1M |
| Probity Advisors, Inc. | 0.23% | No change | 5,037 | $1.1M |
| Elser Financial Planning, Inc | 0.18% | — | 5,003 | $1.1M |
| Ranch Capital Advisors Inc. | 0.57% | Add +4.2% | 4,991 | $1.1M |
| Acas, LLC | 0.94% | Reduce -4.2% | 4,614 | $1.1M |
| Mosaic Family Wealth Partners, LLC | 0.17% | Add +27.4% | 4,905 | $1.1M |
| Vista Investment Management | 0.43% | Reduce -1.0% | 4,905 | $1.1M |
| Capstone Wealth Management Group, LLC | 0.70% | No change | 4,902 | $1.1M |
| Delta Financial Advisors LLC | 0.41% | No change | 4,897 | $1.1M |
| Strategic Financial Partners, Ltd. | 0.59% | Add +1.6% | 4,896 | $1.1M |
| Park National Corp. | 0.04% | Reduce -0.1% | 4,892 | $1.1M |
| KCM Investment Advisors LLC | 0.04% | No change | 4,880 | $1.1M |
| Cherrydale Wealth Management, LLC | 0.46% | Reduce -9.7% | 4,854 | $1.1M |
| Moors & Cabot, Inc. | 0.06% | Reduce -2.7% | 4,826 | $1.1M |
| Somerset Group LLC | 0.92% | Reduce -0.8% | 4,767 | $1.0M |
| Verus Financial Partners, Inc. | 0.12% | Reduce -3.7% | 4,759 | $1.0M |
| Greenwood Capital Associates LLC | 0.14% | Reduce -2.3% | 4,754 | $1.0M |
| Family Firm, Inc. | 0.23% | No change | 4,753 | $1.0M |
| Retirement Planning Group, LLC | 0.07% | Reduce -17.9% | 4,719 | $1.0M |
| Capital Investment Advisors, LLC | 0.02% | Add +34.5% | 4,705 | $1.0M |
| Waterloo Capital, L.P. | 0.12% | Add +0.5% | 4,696 | $1.0M |
| Adapt Wealth Advisors, LLC | 0.64% | Reduce -7.9% | 4,680 | $1.0M |
| Consultiva Wealth Management, Corp. | 9.24% | Reduce -3.3% | 4,653 | $1.0M |
| Oxbow Advisors, LLC | 0.12% | No change | 4,650 | $1.0M |
| Laurel Wealth Planning LLC | 0.70% | Reduce -27.4% | 4,632 | $1.0M |
| Jag Capital Management, LLC | 0.14% | Reduce -17.6% | 4,627 | $1.0M |
| Everhart Financial Group, Inc. | 0.26% | Reduce -0.3% | 4,529 | $988K |
| Security National Bank of So Dak | 0.59% | No change | 4,527 | $987K |
| Legacy Advisors, LLC | 0.12% | No change | 4,490 | $983K |
| Patriot Financial Group Insurance Agency, LLC | 0.14% | Reduce -0.3% | 4,506 | $983K |
| Asset Allocation & Management Company, LLC | 0.65% | No change | 4,488 | $979K |
| NWF Advisory Services Inc. | 0.16% | Reduce -2.2% | 4,481 | $977K |
| Legacy PCG, LLC | 0.61% | Reduce -13.9% | 4,454 | $971K |
| Sachetta, LLC | 0.42% | Reduce -18.9% | 4,176 | $969K |
| Forefront Analytics, LLC | 0.46% | No change | 4,420 | $964K |
| Etfidea, LLC | 0.33% | Add +10.8% | 4,415 | $963K |
| Richardson Financial Services Inc. | 0.68% | Reduce -0.2% | 4,354 | $949K |
| Biltmore Family Office, LLC | 0.17% | Add +30.4% | 4,326 | $947K |
| New Covenant Trust Company, N.A. | 1.09% | Add +0.8% | 4,166 | $947K |
| Naples Global Advisors, LLC | 0.09% | Add +0.9% | 4,295 | $940K |
| Bank of Marin | 0.81% | No change | 4,300 | $938K |
| SignalPoint Asset Management, LLC | 0.25% | Reduce -5.3% | 4,297 | $937K |
| American Money Management, LLC | 0.20% | Reduce -0.8% | 4,295 | $936K |
| BSW Wealth Partners | 0.15% | Reduce -10.2% | 4,281 | $933K |
| Advocate Group LLC | 0.19% | Add +5.2% | 4,276 | $932K |
| Cibc World Market Inc. | 0.00% | Add +20.6% | 4,269 | $931K |
| NorthLanding Financial Partners, LLC | 0.98% | Reduce -3.1% | 4,249 | $927K |
| McGuire Investment Group, LLC | 0.13% | Reduce -0.3% | 4,239 | $924K |
| Harbor Investment Advisory, LLC | 0.10% | Add +7.2% | 4,230 | $922K |
| Fairway Wealth LLC | 0.54% | No change | 4,214 | $919K |
| Luminvest Wealth Management LLC | 0.43% | Add +77.4% | 4,083 | $918K |
| Exchange Capital Management, Inc. | 0.15% | Add +2.3% | 4,212 | $918K |
| Diversified Portfolios, Inc. | 0.12% | No change | 4,202 | $916K |
| Neuberger Berman Group LLC | 0.00% | Add +2.6% | 4,193 | $914K |
| Disciplined Investments, LLC | 0.49% | Add +0.1% | 4,191 | $914K |
| Root Financial Partners, LLC | 0.21% | Add +72.7% | 4,177 | $911K |
| Conservest Capital Advisors, Inc. | 0.10% | No change | 3,933 | $899K |
| Patron Partners, LLC | 0.53% | Add +15.1% | 4,122 | $899K |
| Belpointe Asset Management LLC | 0.06% | Reduce -3.3% | 4,121 | $899K |
| Traynor Capital Management, Inc. | 0.08% | Add +0.0% | 4,120 | $898K |
| Hall Capital Management Co. Inc. | 0.43% | Add +0.3% | 4,117 | $898K |
| Round Rock Advisors LLC | 0.22% | Reduce -15.5% | 4,101 | $894K |
| SFG Wealth Management, LLC. | 0.51% | Add +64.0% | 4,099 | $894K |
| John W. Brooker & Co., CPAs | 0.45% | Reduce -5.5% | 4,093 | $892K |
| Balanced Rock Investment Advisors LLC | 0.75% | Add +7.0% | 4,089 | $891K |
| Kirtland Hills Capital Management, LLC | 0.74% | Add +120.0% | 4,088 | $891K |
| Droms Strauss Advisors Inc. /Mo/ | 0.32% | Reduce -4.2% | 4,083 | $890K |
| Victory Financial Group, LLC | 0.42% | Reduce -15.4% | 4,075 | $889K |
| River Wealth Advisors LLC | 0.13% | Reduce -0.1% | 4,046 | $882K |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -1.3% | 4,042 | $881K |
| Lee Danner & Bass Inc. | 0.07% | — | 4,040 | $881K |
| Beaumont Financial Advisors, LLC | 0.07% | No change | 4,035 | $880K |
| Cahill Wealth Management, LLC | 0.52% | No change | 4,028 | $878K |
| Lodestar Private Asset Management LLC | 0.12% | Reduce -0.2% | 4,027 | $878K |
| Trivium Point Advisory, LLC | 0.13% | Add +62.7% | 4,007 | $874K |
| UMB Bank, n.a. | 0.01% | Add +9.0% | 4,006 | $873K |
| Boston Financial Mangement LLC | 0.03% | Add +15.8% | 3,984 | $869K |
| Kuhn & Co Investment Counsel | 0.77% | Reduce -6.4% | 3,955 | $862K |
| Smith Chas P & Associates Pa Cpas | 0.05% | Add +0.5% | 3,952 | $862K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.05% | New | 3,952 | $862K |
| True Wealth Design, LLC | 0.21% | No change | 3,925 | $856K |
| Sound View Wealth Advisors Group, LLC | 0.09% | Reduce -26.2% | 3,924 | $856K |
| Aspire Wealth Management Corp | 0.49% | Reduce -3.4% | 3,905 | $852K |
| FreeGulliver LLC | 0.58% | Add +3.7% | 3,895 | $849K |
| 1ST Source Bank | 0.05% | Reduce -1.7% | 3,894 | $849K |
| Planning Directions Inc. | 0.58% | Reduce -4.9% | 3,877 | $845K |
| V2 Financial group LLC | 0.56% | Reduce -10.7% | 3,626 | $839K |
| Twin Peaks Wealth Advisors, LLC | 0.42% | Add +31.0% | 3,835 | $836K |
| Midland Wealth Advisors, LLC | 0.05% | Add +9.7% | 3,828 | $835K |
| Eagle Bluffs Wealth Management LLC | 0.48% | Reduce -5.0% | 3,802 | $832K |
| Waterford Advisors, LLC | 0.35% | No change | 3,797 | $828K |
| Regatta Capital Group, LLC | 0.18% | No change | 3,797 | $828K |
| Bordeaux Wealth Advisors LLC | 0.16% | Add +11.8% | 3,792 | $827K |
| Libra Wealth LLC | 0.36% | Reduce -29.9% | 3,787 | $826K |
| Carlson Capital Management | 0.04% | Add +4.1% | 3,780 | $824K |
| Private Trust Co. NA | 0.09% | Add +5.4% | 3,775 | $823K |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -18.9% | 3,741 | $819K |
| Csenge Advisory Group | 0.05% | Add +3.3% | 3,753 | $818K |
| Wescott Financial Advisory Group, LLC | 0.09% | Reduce -1.9% | 3,743 | $816K |
| Baker Boyer National Bank | 0.28% | No change | 3,730 | $813K |
| Geometric Wealth Advisors | 0.17% | Add +233.9% | 3,726 | $812K |
| Fairview Capital Investment Management, LLC | 0.05% | No change | 3,726 | $812K |
| Valley Forge Investment Consultants Inc. Adv | 0.31% | Reduce -14.1% | 3,712 | $809K |
| Dohj, LLC | 0.20% | Reduce -14.9% | 3,698 | $806K |
| Etesian Wealth Advisors, Inc. | 0.45% | Reduce -4.8% | 3,698 | $806K |
| Wells Trecaso Financial Group, LLC | 0.28% | Reduce -0.3% | 3,686 | $804K |
| Montag & Caldwell, LLC | 0.16% | Add +0.6% | 3,668 | $800K |
| Lutz Financial Services LLC | 0.07% | No change | 3,616 | $788K |
| Revisor Wealth Management LLC | 0.55% | Add +235.7% | 3,612 | $788K |
| Silver Oak Advisory Group, Inc. | 0.44% | No change | 3,600 | $784K |
| Blue Bell Private Wealth Management, LLC | 0.16% | Add +0.6% | 3,587 | $782K |
| Bank of New Hampshire | 0.20% | Reduce -5.9% | 3,586 | $782K |
| Meridian Investment Counsel Inc. | 0.24% | Add +44.8% | 3,537 | $771K |
| Southland Equity Partners LLC | 0.22% | Add +0.5% | 3,532 | $770K |
| Truepoint, Inc. | 0.02% | Add +1.9% | 3,527 | $769K |
| Vigilare Wealth Management | 0.34% | New | 3,523 | $768K |
| Parkside Financial Bank & Trust | 0.12% | Reduce -4.6% | 3,522 | $768K |
| Safeguard Financial, LLC | 0.21% | Add +0.1% | 3,515 | $767K |
| Schrum Private Wealth Management LLC | 0.69% | Reduce -0.6% | 3,502 | $764K |
| Old Mission Capital LLC | 0.02% | New | 3,500 | $763K |
| Texas Capital Bank Wealth Management Services Inc | 0.08% | Add +43.3% | 3,478 | $758K |
| Trust Point Inc. | 0.06% | No change | 3,475 | $758K |
| Atlas Capital Advisors Inc. | 0.10% | Reduce -9.6% | 3,469 | $756K |
| Fort Washington Investment Advisors Inc. | 0.00% | Add +3.9% | 3,468 | $756K |
| Hibernia Wealth Partners, LLC | 0.26% | Add +29.5% | 3,465 | $756K |
| Optimum Investment Advisors | 0.34% | Reduce -8.9% | 3,465 | $756K |
| Rosenblum Silverman Sutton S F Inc. | 0.20% | No change | 3,463 | $755K |
| Fiduciary Alliance LLC | 0.12% | Add +0.1% | 3,476 | $755K |
| Meritage Portfolio Management | 0.05% | Add +1.9% | 3,448 | $752K |
| Rathbones Group PLC | 0.00% | No change | 3,443 | $751K |
| Maia Wealth LLC | 0.23% | — | 3,280 | $749K |
| Ashton Thomas Securities, LLC | 0.18% | — | 3,425 | $748K |
| Mustard Seed Financial, LLC | 0.72% | Reduce -0.9% | 3,428 | $747K |
| Rodgers & Associates, LTD | 0.10% | Add +0.0% | 3,426 | $747K |
| Secure Asset Management, LLC | 0.14% | Reduce -60.9% | 3,421 | $746K |
| NorthStar Asset Management LLC | 0.52% | Add +3.3% | 3,420 | $746K |
| Bangor Savings Bank | 0.07% | Reduce -1.0% | 3,407 | $743K |
| Segment Wealth Management, LLC | 0.05% | No change | 3,402 | $742K |
| National Bank of Canada | 0.00% | Add +1.1% | 3,439 | $741K |
| REDW Wealth LLC | 0.19% | Reduce -0.1% | 3,399 | $741K |
| XML Financial, LLC | 0.07% | Reduce -51.3% | 3,397 | $741K |
| Marks Group Wealth Management, Inc | 0.08% | No change | 3,396 | $740K |
| Kovack Advisors, Inc. | 0.08% | Add +6.0% | 3,392 | $740K |
| Franklin, Parlapiano, Turner & Welch, LLC | 0.20% | No change | 3,345 | $729K |
| Spreng Capital Management, Inc. | 0.38% | Reduce -7.1% | 3,343 | $729K |
| Mayflower Financial Advisors, LLC | 0.12% | Reduce -2.2% | 3,341 | $728K |
| DGS Capital Management, LLC | 0.20% | Add +6.7% | 3,337 | $728K |
| Becker Capital Management Inc. | 0.02% | Add +14.4% | 3,314 | $725K |
| North Star Investment Management Corp. | 0.05% | Reduce -4.2% | 3,323 | $724K |
| Sound Financial Strategies Group, LLC | 0.63% | New | 3,320 | $724K |
| Shayne & Jacobs, LLC | 0.20% | No change | 3,320 | $724K |
| Capital City Trust Co. | 0.20% | Add +2.4% | 3,316 | $723K |
| Riverview Trust Co | 0.68% | Add +4.8% | 3,297 | $719K |
| Arista Wealth Management, LLC | 0.19% | Add +1.9% | 3,297 | $719K |
| Freedom Investment Management, Inc. | 0.06% | Add +3.4% | 3,294 | $718K |
| Birchcreek Wealth Management, LLC | 0.40% | Reduce -10.4% | 3,282 | $716K |
| Cooper Financial Group | 0.10% | Add +8.3% | 3,259 | $711K |
| ARK & TLK Investments, LLC | 0.26% | No change | 3,247 | $708K |
| Discipline Wealth Solutions, LLC | 0.56% | Add +108.9% | 3,230 | $704K |
| Matrix Private Capital Group LLC | 0.44% | Add +3.2% | 3,193 | $699K |
| Hutchens & Kramer Investment Management Group, LLC | 0.38% | Reduce -0.8% | 3,221 | $697K |
| F/m Investments LLC | 0.03% | New | 3,185 | $694K |
| Abbrea Capital, LLC | 0.09% | Reduce -13.1% | 3,170 | $694K |
| NBT Bank, N.A. | 0.05% | Reduce -4.0% | 3,181 | $694K |
| SPC Financial, Inc. | 0.06% | No change | 3,176 | $692K |
| Marathon Strategic Advisors, LLC | 0.81% | New | 3,167 | $691K |
| MJP Associates Inc. | 0.14% | No change | 3,166 | $690K |
| Lowe Brockenbrough & Co. Inc. | 0.05% | Reduce -7.6% | 3,154 | $690K |
| Quadcap Wealth Management, LLC | 0.12% | New | 3,161 | $690K |
| Guyasuta Investment Advisors Inc. | 0.05% | No change | 3,232 | $690K |
| West Coast Financial LLC | 0.08% | No change | 3,157 | $688K |
| Adams Wealth Management | 0.16% | Reduce -20.7% | 3,152 | $687K |
| CacheTech Inc. | 0.16% | — | 3,152 | $687K |
| FC Advisory LLC | 0.25% | Add +2.5% | 3,148 | $686K |
| Qube Research & Technologies Ltd | 0.00% | Add +1117.4% | 3,141 | $685K |
| TCTC Holdings, LLC | 0.02% | No change | 3,124 | $681K |
| Catalyst Financial Partners LLC | 0.15% | Add +0.8% | 3,122 | $681K |
| Ewa, LLC | 0.28% | Reduce -1.1% | 2,914 | $673K |
| Strategic Investment Solutions, Inc. | 0.22% | — | 2,886 | $673K |
| Fairscale Capital, LLC | 0.60% | — | 2,870 | $673K |
| Steel Grove Capital Advisors, LLC | 0.09% | Reduce -22.5% | 3,073 | $670K |
| Northstar Group, Inc. | 0.13% | No change | 3,053 | $666K |
| Eagle Strategies LLC | 0.13% | Reduce -20.1% | 3,049 | $665K |
| Glassman Wealth Services | 0.12% | Add +4.1% | 3,046 | $664K |
| Charter Oak Capital Management, LLC | 0.07% | Add +3.1% | 3,045 | $664K |
| Pachira Investments Inc. | 0.59% | Add +10.3% | 3,029 | $660K |
| Keb Asset Management, LLC | 0.22% | No change | 3,016 | $658K |
| Walter & Keenan Wealth Management LLC /in/ | 0.21% | No change | 3,011 | $657K |
| Stevard, LLC | 0.57% | No change | 3,004 | $655K |
| Pettyjohn, Wood & White, Inc. | 0.13% | No change | 3,000 | $654K |
| Operose Advisors LLC | 0.23% | Reduce -1.2% | 2,994 | $653K |
| Tillman Hartley LLC | 0.22% | Reduce -4.0% | 2,994 | $653K |
| Denver PWM, LLC | 0.26% | Reduce -70.4% | 2,989 | $652K |
| Stockman Wealth Management, Inc. | 0.11% | No change | 2,988 | $652K |
| Werba Rubin Papier Wealth Management | 0.18% | Reduce -34.0% | 2,971 | $648K |
| Apexium Financial, LP | 0.05% | Reduce -3.3% | 2,955 | $645K |
| Farmers National Bank | 0.19% | Add +7.5% | 2,951 | $643K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -2.0% | 2,951 | $643K |
| Linscomb Wealth, Inc. | 0.03% | Add +14.0% | 2,933 | $639K |
| Quantinno Capital Management LP | 0.01% | Add +92.1% | 2,929 | $639K |
| PGIM Custom Harvest LLC | 0.01% | Add +1.4% | 2,902 | $633K |
| Advisory Alpha, LLC | 0.02% | Reduce -22.4% | 2,901 | $633K |
| Bath Savings Trust Co | 0.07% | Add +1.8% | 2,900 | $632K |
| Chartist Inc. | 0.33% | Reduce -0.2% | 2,898 | $632K |
| YHB Investment Advisors, Inc. | 0.05% | Reduce -4.0% | 2,892 | $631K |
| Lyell Wealth Management, LP | 0.06% | No change | 2,887 | $629K |
| Aspen Grove Capital, LLC | 0.15% | No change | 2,871 | $629K |
| MAS Advisors LLC | 1.50% | Reduce -80.6% | 2,881 | $628K |
| M3 Advisory Group, LLC | 0.52% | Add +26.9% | 2,878 | $628K |
| Olde Wealth Management, LLC | 0.24% | New | 2,868 | $627K |
| Titleist Asset Management, LLC | 0.09% | Add +61.8% | 2,850 | $622K |
| Venturi Wealth Management, LLC | 0.04% | No change | 2,834 | $618K |
| Team Hewins, LLC | 0.26% | Reduce -0.3% | 2,819 | $617K |
| Fingerlakes Wealth Management, Inc. | 0.55% | Reduce -1.6% | 2,826 | $616K |
| Centaurus Financial, Inc. | 0.04% | Reduce -7.5% | 2,826 | $616K |
| Family CFO Inc | 0.38% | No change | 2,824 | $616K |
| Main Street Group, LTD | 0.29% | Reduce -4.4% | 2,846 | $615K |
| Wagner Wealth Management, LLC | 0.18% | Reduce -0.2% | 2,806 | $612K |
| Trademark Financial Management, LLC | 0.50% | Reduce -11.4% | 2,800 | $611K |
| HBW Advisory Services LLC | 0.10% | Reduce -13.9% | 2,796 | $610K |
| Francis Financial, Inc. | 0.19% | Add +17.9% | 2,795 | $609K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.33% | Reduce -8.2% | 2,780 | $606K |
| Atwater Malick LLC | 0.21% | No change | 2,775 | $605K |
| Transcendent Capital Group LLC | 0.35% | Reduce -0.5% | 2,772 | $604K |
| Avalon Trust Co | 0.05% | No change | 2,767 | $603K |
| HHM Wealth Advisors, LLC | 0.09% | Add +1.0% | 2,758 | $601K |
| Cobblestone Capital Advisors LLC | 0.04% | No change | 2,745 | $599K |
| Cohen Investment Advisors LLC | 0.48% | Reduce -1.5% | 3,151 | $596K |
| LifePlan Investment Advisors, Inc. | 0.43% | Add +30.7% | 2,730 | $595K |
| Maple Capital Management, Inc. | 0.05% | New | 2,730 | $595K |
| BBR Partners, LLC | 0.05% | Reduce -19.2% | 2,695 | $588K |
| Websterrogers Financial Advisors, LLC | 0.21% | Reduce -3.9% | 2,692 | $587K |
| MBL Wealth, LLC | 0.07% | Add +0.9% | 2,675 | $583K |
| My Personal CFO, LLC | 0.31% | Add +2.2% | 2,671 | $582K |
| WealthShield Partners, LLC | 0.09% | Add +228.2% | 2,665 | $582K |
| Nia Impact Advisors, LLC | 0.21% | New | 2,660 | $580K |
| Sapient Capital LLC | 0.01% | Reduce -17.9% | 2,645 | $579K |
| TPG Financial Advisors, LLC | 0.27% | — | 2,635 | $575K |
| Chapin Davis, Inc. | 0.20% | Add +14.7% | 2,632 | $574K |
| Northwest Wealth Management, LLC | 0.15% | Reduce -1.0% | 2,622 | $572K |
| Moser Wealth Advisors, LLC | 0.31% | No change | 2,614 | $570K |
| Riverpoint Wealth Management Holdings, LLC | 0.16% | No change | 2,598 | $567K |
| Certuity, LLC | 0.05% | No change | 2,592 | $565K |
| Strategic Financial Services, Inc. | 0.04% | Reduce -21.3% | 2,587 | $564K |
| Schneider Downs Wealth Management Advisors, LP | 0.13% | Reduce -16.6% | 2,583 | $563K |
| Cannell & Spears LLC | 0.01% | Add +30.8% | 2,583 | $563K |
| Litman Gregory Wealth Management LLC | 0.05% | No change | 2,572 | $561K |
| Bedel Financial Consulting, Inc. | 0.08% | Add +4.7% | 2,572 | $561K |
| Coppell Advisory Solutions LLC | 0.09% | — | 2,567 | $560K |
| Willow Creek Wealth Management Inc. | 0.06% | No change | 2,563 | $559K |
| Accel Wealth Management | 0.22% | Reduce -0.1% | 2,560 | $558K |
| Front Row Advisors LLC | 0.19% | Add +2.4% | 2,546 | $557K |
| German American Bancorp, Inc. | 0.06% | Add +33.3% | 2,545 | $555K |
| Armbruster Capital Management, Inc. | 0.12% | Add +12.1% | 2,541 | $554K |
| Evernest Financial Advisors, LLC | 0.25% | No change | 2,522 | $550K |
| Sigma Investment Counselors Inc. | 0.03% | Reduce -6.0% | 2,522 | $550K |
| Birch Hill Investment Advisors LLC | 0.03% | No change | 2,521 | $550K |
| Nottingham Advisors, Inc. | 0.07% | Reduce -4.6% | 2,514 | $548K |
| Searle & Co. | 0.13% | No change | 2,500 | $545K |
| Cambridge Financial Group, LLC | 0.25% | Add +66.3% | 2,497 | $545K |
| PFW Advisors LLC | 0.17% | No change | 2,494 | $544K |
| Janiczek Wealth Management, LLC | 0.11% | No change | 2,494 | $544K |
| Fortitude Advisory Group L.L.C. | 0.32% | Add +6.7% | 2,478 | $540K |
| New Century Financial Group, LLC | 0.23% | Add +106.9% | 2,474 | $539K |
| FAS Wealth Partners, Inc. | 0.05% | Add +6.1% | 2,464 | $537K |
| Addison Capital Co | 0.23% | New | 2,463 | $537K |
| Nikulski Financial, Inc. | 0.17% | No change | 2,444 | $533K |
| Montecito Bank & Trust | 0.11% | Reduce -7.3% | 2,443 | $533K |
| Advisory Resource Group | 0.12% | Add +5.0% | 2,435 | $531K |
| Bell Bank | 0.04% | No change | 2,420 | $528K |
| Keystone Financial Services | 0.22% | Reduce -0.4% | 2,419 | $527K |
| Elevation Wealth Partners, LLC | 0.25% | Reduce -2.0% | 2,418 | $527K |
| Willis Johnson & Associates, Inc. | 0.04% | Add +31.0% | 2,415 | $527K |
| Fort Sheridan Advisors LLC | 0.08% | New | 2,405 | $524K |
| Mission Creek Capital Partners, Inc. | 0.13% | New | 2,405 | $524K |
| Grandfield & Dodd, LLC | 0.03% | Add +0.6% | 2,404 | $524K |
| Thomasville National Bank | 0.04% | Reduce -4.0% | 2,400 | $523K |
| Glaxis Capital Management, LLC | 0.91% | No change | 2,398 | $523K |
| Sanctuary Wealth Management, L.L.C. | 0.40% | Add +31.6% | 2,395 | $522K |
| Penobscot Wealth Management | 0.31% | Reduce -2.8% | 2,413 | $522K |
| ProVise Management Group, LLC | 0.04% | Reduce -10.3% | 2,394 | $522K |
| Pecaut & Co. | 0.20% | Reduce -2.4% | 2,388 | $521K |
| Allen Capital Group, LLC | 0.07% | Add +9.6% | 2,388 | $521K |
| Peregrine Asset Advisers, Inc. | 0.21% | No change | 2,385 | $520K |
| 1900 Wealth Management LLC | 0.05% | No change | 2,385 | $520K |
| Old Second National Bank of Aurora | 0.13% | No change | 2,385 | $520K |
| Hilltop Holdings Inc. | 0.06% | Add +85.1% | 2,373 | $517K |
| Convergence Financial, LLC | 0.14% | New | 2,362 | $515K |
| ERn Financial, LLC | 0.09% | Reduce -13.9% | 2,359 | $514K |
| Mittelman Wealth Management | 0.33% | Reduce -5.8% | 2,357 | $514K |
| Zions Bancorporation, N.A. | 0.04% | Reduce -51.3% | 2,350 | $512K |
| Capital Advisors, Ltd. LLC | 0.07% | No change | 2,342 | $511K |
| Stonebridge Financial Planning Group, LLC | 0.26% | Reduce -3.9% | 2,342 | $511K |
| True North Advisors, LLC | 0.14% | Reduce -0.1% | 2,340 | $510K |
| McCollum Christoferson Group LLC | 0.15% | Reduce -11.7% | 2,338 | $510K |
| Strategic Financial Concepts, LLC | 0.29% | Add +27056.7% | 1,623,701 | $503K |
| IFG Advisory, LLC | 0.03% | New | 2,306 | $503K |
| Elk River Wealth Management LLC | 0.10% | No change | 2,295 | $502K |
| Brown, Lisle/Cummings, Inc. | 0.16% | No change | 2,303 | $502K |
| TrueWealth Advisors, LLC | 0.19% | Add +2.0% | 2,299 | $501K |
| First County Bank | 0.26% | Add +1.9% | 2,296 | $501K |
| World Equity Group, Inc. | 0.15% | Reduce -46.7% | 2,294 | $500K |
| Nicolet Bankshares Inc. | 0.10% | Add +4.3% | 2,288 | $499K |
| Intrinsic Value Partners, LLC | 0.52% | Add +0.2% | 2,285 | $498K |
| Mattern Capital Management, LLC | 0.07% | No change | 2,283 | $498K |
| Empowered Funds, LLC | 0.01% | Reduce -93.8% | 2,280 | $497K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +2.8% | 2,278 | $497K |
| Rothschild Investment LLC | 0.03% | Add +10.4% | 2,268 | $494K |
| Mascoma Wealth Management LLC | 0.13% | Add +7.6% | 2,262 | $493K |
| Sara-Bay Financial | 0.20% | Add +43.0% | 2,257 | $492K |
| Confluence Wealth Services, Inc. | 0.04% | No change | 2,250 | $491K |
| First Interstate Bank | 0.03% | Add +9.0% | 2,248 | $490K |
| Paragon Private Wealth Management, LLC | 0.28% | New | 2,236 | $488K |
| Plancorp, LLC | 0.02% | Reduce -3.1% | 2,223 | $485K |
| Founders Financial Securities LLC | 0.05% | New | 2,217 | $483K |
| Obermeyer Wealth Partners | 0.03% | Reduce -19.4% | 2,206 | $481K |
| Merriman Wealth Management, LLC | 0.02% | Reduce -5.6% | 2,195 | $480K |
| Gen-Wealth Partners Inc | 0.23% | New | 2,192 | $478K |
| Inspirion Wealth Advisors, LLC | 0.07% | Reduce -2.0% | 2,191 | $478K |
| Florida Financial Advisors, LLC | 0.28% | Add +18.8% | 1,854 | $474K |
| Clarity Capital Advisors, LLC | 0.36% | No change | 2,167 | $472K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 2,162 | $471K |
| Baker Tilly Wealth Management, LLC | 0.19% | Reduce -16.1% | 2,155 | $470K |
| Christensen, King & Associates Investment Services, Inc. | 0.23% | No change | 2,155 | $470K |
| American Financial & Tax Strategies Inc. | 0.25% | Add +0.7% | 2,154 | $470K |
| Armstrong Advisory Group, Inc. | 0.04% | Reduce -11.6% | 2,153 | $469K |
| Pinnacle Bancorp, Inc. | 0.14% | Reduce -1.4% | 2,137 | $466K |
| Stephen J. Garry & Associates, LLC | 0.47% | Reduce -1.6% | 2,136 | $466K |
| Sugarloaf Wealth Management, LLC | 0.08% | Add +1.4% | 2,136 | $466K |
| Intergy Private Wealth, LLC | 0.19% | Reduce -5.1% | 2,135 | $466K |
| Pallas Capital Advisors LLC | 0.02% | Add +17.4% | 2,040 | $465K |
| Schechter Investment Advisors, LLC | 0.03% | Reduce -9.7% | 2,111 | $460K |
| Wilmington Savings Fund Society, FSB | 0.02% | Add +15.1% | 2,095 | $457K |
| Colonial Trust Co / SC | 0.08% | Add +0.7% | 2,093 | $456K |
| LPWM LLC | 0.16% | No change | 2,100 | $456K |
| J. W. Coons Advisors, LLC | 0.09% | Add +8.0% | 2,090 | $456K |
| Washburn Capital Management, Inc. | 0.33% | Reduce -2.8% | 2,090 | $456K |
| Insight Advisors, LLC/ PA | 0.08% | Add +4.0% | 2,084 | $454K |
| Stratos Investment Management, LLC | 0.04% | No change | 2,081 | $454K |
| Fiduciary Financial Group, LLC | 0.11% | — | 1,933 | $453K |
| Olistico Wealth, LLC | 0.29% | No change | 2,074 | $452K |
| Kaizen Financial Strategies | 0.28% | Add +5.8% | 1,949 | $452K |
| Appleton Partners Inc. | 0.03% | Add +0.3% | 2,073 | $452K |
| Arkadios Wealth Advisors | 0.03% | Reduce -95.9% | 2,051 | $447K |
| Essex LLC | 0.10% | Add +123.3% | 2,048 | $447K |
| DecisionPoint Financial, LLC | 0.15% | Reduce -4.2% | 1,909 | $446K |
| Wealth Dimensions Group, Ltd. | 0.13% | No change | 2,025 | $441K |
| Granite Harbor Advisors, Inc. | 0.29% | Reduce -3.4% | 2,022 | $441K |
| HUB Investment Partners, LLC | 0.02% | Reduce -6.0% | 2,019 | $440K |
| Quadrant Private Wealth Management, LLC | 0.10% | New | 2,008 | $440K |
| Passive Capital Management, LLC. | 0.16% | Reduce -3.0% | 2,012 | $439K |
| IAG Wealth Partners, LLC | 0.09% | Add +98.1% | 2,007 | $438K |
| Valley National Advisers Inc. | 0.06% | Reduce -9.6% | 2,000 | $436K |
| Geneos Wealth Management Inc. | 0.02% | Add +7.3% | 1,993 | $435K |
| Norris Perne & French LLP | 0.03% | No change | 1,990 | $434K |
| Old National Bancorp | 0.01% | No change | 1,987 | $433K |
| Heritage Investment Group, Inc. | 0.06% | No change | 1,985 | $433K |
| Horst & Graben Wealth Management LLC | 0.08% | Add +35.1% | 1,981 | $432K |
| Thompson Davis & Co., Inc. | 0.37% | Add +1.2% | 1,981 | $432K |
| Rede Wealth, LLC | 0.40% | Add +2.0% | 1,972 | $430K |
| Realta Investment Advisors | 0.08% | Reduce -17.1% | 1,969 | $429K |
| HBK Sorce Advisory LLC | 0.01% | Add +4.8% | 1,960 | $427K |
| Harbour Investment Management LLC | 0.20% | No change | 1,952 | $427K |
| First Trust Direct Indexing L.P. | 0.03% | Add +46.0% | 1,949 | $425K |
| Lodestone Wealth Management LLC | 0.22% | Reduce -0.8% | 1,949 | $425K |
| Equita Financial Network, Inc. | 0.18% | Add +9.9% | 1,942 | $424K |
| GEM Asset Management, LLC | 0.26% | Reduce -2.4% | 1,943 | $424K |
| Kavar Capital Partners Group, LLC | 0.08% | Add +7.7% | 1,939 | $423K |
| Melone Private Wealth, LLC | 0.25% | No change | 1,936 | $422K |
| Advisors Capital Management, LLC | 0.01% | Reduce -42.2% | 1,932 | $421K |
| Bogart Wealth, LLC | 0.02% | Reduce -13.9% | 1,930 | $421K |
| Bison Wealth, LLC | 0.07% | No change | 1,840 | $421K |
| Means Investment Co., Inc. | 0.05% | Reduce -7.2% | 1,929 | $421K |
| Girard Partners LTD. | 0.04% | Add +9.1% | 1,920 | $419K |
| NTV Asset Management LLC | 0.06% | Reduce -7.6% | 1,918 | $418K |
| Grant/GrossMendelsohn, LLC | 0.19% | Add +96.6% | 1,915 | $418K |
| Chemistry Wealth Management LLC | 0.11% | No change | 1,909 | $416K |
| Synergy Financial Group, LTD | 0.43% | Add +20.4% | 1,899 | $414K |
| Cypress Capital Group | 0.05% | No change | 1,894 | $413K |
| Selective Wealth Management, Inc. | 0.18% | Reduce -2.3% | 1,910 | $413K |
| Douglass Winthrop Advisors, LLC | 0.01% | Add +35.2% | 1,886 | $411K |
| WealthCare Investment Partners, LLC | 0.19% | Reduce -2.5% | 1,878 | $410K |
| Per Stirling Capital Management, LLC. | 0.07% | Reduce -19.6% | 1,877 | $409K |
| Unionview, LLC | 0.33% | No change | 1,876 | $409K |
| Adamsbrown Wealth Consultants LLC | 0.16% | No change | 1,875 | $409K |
| Caldwell Trust Co | 0.05% | Add +0.3% | 1,874 | $409K |
| OLIO Financial Planning | 0.17% | Reduce -5.6% | 1,892 | $408K |
| Jane Street Group, LLC | 0.00% | Add +16.8% | 1,869 | $408K |
| Missouri Trust & Investment Co | 0.15% | Reduce -4.8% | 1,866 | $407K |
| Aprio Wealth Management, LLC | 0.07% | Reduce -4.6% | 1,863 | $406K |
| TrinityPoint Wealth, LLC | 0.06% | Add +5.3% | 1,861 | $406K |
| Newport Capital Group, LLC | 0.32% | — | 1,859 | $405K |
| AllSquare Wealth Management LLC | 0.24% | Reduce -1.2% | 1,857 | $405K |
| CVA Family Office, LLC | 0.07% | Reduce -11.0% | 1,857 | $405K |
| Vision Capital Management, Inc. | 0.06% | No change | 1,847 | $403K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +37.5% | 1,845 | $402K |
| Milestone Investment Advisors LLC | 0.11% | No change | 1,841 | $401K |
| Level Financial Advisors | 0.17% | Add +78.8% | 1,831 | $399K |
| Horan Securities, Inc. | 0.17% | Reduce -0.5% | 1,829 | $399K |
| Continental Investors Services, Inc. | 0.88% | Add +1.9% | 1,818 | $396K |
| LJI Wealth Management, LLC | 0.09% | Reduce -5.2% | 1,817 | $396K |
| Pacific Sage Partners, LLC | 0.10% | No change | 1,815 | $396K |
| Spinnaker Trust | 0.03% | Reduce -9.8% | 1,814 | $396K |
| Relyea Zuckerberg Hanson LLC | 0.07% | Add +7.0% | 1,813 | $395K |
| First National Bank of Mount Dora, Trust Investment Services | 0.10% | No change | 1,808 | $394K |
| Human Investing LLC | 0.08% | Add +26.4% | 1,808 | $394K |
| LifeGuide Financial Advisors, LLC | 0.19% | No change | 1,806 | $394K |
| Autumn Glory Partners, LLC | 0.20% | No change | 1,785 | $389K |
| United Advisor Group, LLC | 0.12% | New | 1,785 | $389K |
| TruWealth Advisors, LLC | 0.03% | Reduce -96.5% | 1,784 | $389K |
| Summit Wealth & Retirement Planning, Inc. | 0.13% | Add +0.1% | 1,783 | $389K |
| International Assets Investment Management, LLC | 0.04% | Reduce -16.9% | 1,783 | $389K |
| Middleton & Co. Inc. | 0.05% | Add +9.2% | 1,780 | $388K |
| Bar Harbor Wealth Management | 0.03% | Reduce -4.6% | 1,778 | $388K |
| Vise Technologies, Inc. | 0.07% | Add +50.2% | 1,778 | $388K |
| MainStreet Investment Advisors LLC | 0.05% | Reduce -21.2% | 1,770 | $386K |
| Tolleson Wealth Management, Inc. | 0.08% | No change | 1,761 | $385K |
| Paragon Capital Management LLC | 0.21% | No change | 1,761 | $384K |
| Legacy Private Trust Co. | 0.03% | No change | 1,760 | $384K |
| Interchange Capital Partners, LLC | 0.14% | Add +97.1% | 1,760 | $384K |
| Trexquant Investment LP | 0.01% | Reduce -34.1% | 1,758 | $383K |
| Evergreen Wealth Management, LLC | 0.25% | No change | 1,739 | $379K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +0.6% | 1,737 | $379K |
| Griffin Asset Management, Inc. | 0.04% | Reduce -25.4% | 1,736 | $379K |
| Diversify Advisory Services, LLC | 0.02% | Add +20.9% | 1,749 | $378K |
| Retirement Guys Formula LLC | 0.18% | Add +14.9% | 1,725 | $376K |
| Global Financial Private Client, LLC | 0.16% | Add +0.5% | 1,710 | $373K |
| Arthur M. Cohen & Associates, LLC | 0.07% | No change | 1,705 | $372K |
| Madison Park Capital Advisors, LLC | 0.31% | Add +67.8% | 1,703 | $371K |
| Carret Asset Management, LLC | 0.04% | No change | 1,695 | $370K |
| 4Thought Financial Group Inc. | 0.23% | Add +43.1% | 1,687 | $368K |
| Center For Asset Management LLC | 0.24% | New | 1,683 | $367K |
| RVW Wealth, LLC | 0.04% | Add +37.6% | 1,683 | $367K |
| Arvest Trust Co. N A | 0.02% | Reduce -3.0% | 1,680 | $366K |
| Advance Capital Management, Inc. | 0.02% | Reduce -13.2% | 1,677 | $366K |
| Camden National Bank | 0.06% | Reduce -3.4% | 1,666 | $363K |
| Obsidian Personal Planning Solutions LLC | 0.22% | Reduce -1.5% | 1,664 | $363K |
| Weitzel Financial Services, Inc. | 0.18% | No change | 1,672 | $362K |
| Bouchey Financial Group, Ltd. | 0.03% | Reduce -1.3% | 1,657 | $361K |
| Total Clarity Wealth Management, Inc. | 0.12% | Reduce -2.4% | 1,648 | $359K |
| LexAurum Advisors, LLC | 0.09% | Reduce -7.4% | 1,646 | $359K |
| Meridian Management Co. | 0.10% | Reduce -20.2% | 1,644 | $358K |
| Wulff, Hansen & Co. | 0.35% | New | 1,640 | $358K |
| Barnes Pettey Financial Advisors, LLC | 0.31% | New | 1,633 | $356K |
| Altiora Financial Group, LLC | 0.09% | No change | 1,631 | $356K |
| Meridian Financial Partners LLC | 0.21% | New | 1,557 | $355K |
| Clearstead Trust, LLC | 0.09% | No change | 1,626 | $355K |
| Harmony Asset Management LLC | 0.15% | Reduce -2.6% | 1,625 | $354K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 1,618 | $353K |
| Plante Moran Financial Advisors, LLC | 0.04% | Add +2.0% | 1,617 | $353K |
| Coastwise Capital Group, LLC | 0.34% | No change | 1,602 | $349K |
| Forum Private Client Group LLC | 0.17% | Reduce -18.2% | 1,597 | $348K |
| Eagle Bay Advisors LLC | 0.21% | No change | 1,584 | $347K |
| WealthTrust Axiom LLC | 0.11% | No change | 1,590 | $347K |
| Bakala Capital LLC | 2.49% | Add +21.4% | 1,587 | $346K |
| River Street Advisors LLC | 0.21% | No change | 1,580 | $345K |
| Avantax Planning Partners, Inc. | 0.01% | Add +20.3% | 1,578 | $344K |
| Keener Financial Planning LLC | 0.22% | No change | 1,580 | $344K |
| Elmwood Wealth Management, Inc. | 0.15% | No change | 1,572 | $343K |
| Donor Advised Charitable Giving, Inc. | 0.01% | No change | 1,571 | $343K |
| Cedar Point Capital Partners, LLC | 0.26% | Reduce -4.8% | 1,565 | $341K |
| Buttonwood Financial Advisors Inc. | 0.16% | Reduce -34.8% | 1,563 | $341K |
| TruNorth Capital Management, LLC | 0.11% | Reduce -8.3% | 1,552 | $338K |
| Warther Private Wealth, LLC | 0.13% | New | 1,551 | $338K |
| EagleClaw Capital Managment, LLC | 0.06% | No change | 1,550 | $338K |
| Shepherd Financial Partners LLC | 0.04% | Add +2.9% | 1,548 | $338K |
| Fortis Capital Management LLC | 0.07% | Reduce -8.3% | 1,544 | $337K |
| Key Financial Inc | 0.08% | Add +15.0% | 1,536 | $335K |
| Platform Technology Partners | 0.11% | — | 1,528 | $333K |
| HM Payson & Co. | 0.01% | Add +6.3% | 1,527 | $333K |
| Sharp Wealth Advisory, LLC | 0.29% | Reduce -31.9% | 1,525 | $333K |
| Journey Strategic Wealth LLC | 0.01% | Add +2.4% | 1,523 | $332K |
| TAP Consulting, LLC | 0.07% | Reduce -47.5% | 1,519 | $331K |
| Hardin Capital Partners, LLC | 0.22% | — | 1,518 | $331K |
| DF Dent & Co. Inc. | 0.00% | No change | 1,510 | $329K |
| Schmidt P J Investment Management Inc. | 0.06% | No change | 1,498 | $327K |
| Beacon Investment Advisory Services, Inc. | 0.01% | Add +0.5% | 1,491 | $325K |
| Aureus Asset Management, LLC | 0.02% | New | 1,489 | $325K |
| Howland Capital Management LLC | 0.02% | Reduce -10.6% | 1,472 | $322K |
| Essential Planning, LLC. | 0.14% | New | 1,476 | $322K |
| Partnership Wealth Management, LLC | 0.24% | Reduce -11.1% | 1,475 | $322K |
| Integrity Wealth Solutions LLC | 0.21% | Reduce -11.8% | 1,462 | $320K |
| Westmount Partners, LLC | 0.10% | Add +0.6% | 1,471 | $318K |
| Nova R Wealth, Inc. | 0.16% | Reduce -13.6% | 1,455 | $317K |
| L. Roy Papp & Associates, LLP | 0.04% | No change | 1,455 | $317K |
| Curi Capital, LLC | 0.01% | Reduce -8.0% | 1,454 | $317K |
| Alta Wealth Advisors LLC | 0.16% | Reduce -2.4% | 1,451 | $316K |
| Northeast Financial Consultants Inc | 0.01% | New | 1,447 | $316K |
| Archer Investment Corp | 0.09% | Add +0.2% | 1,446 | $315K |
| Congress Asset Management Co. | 0.00% | No change | 1,443 | $315K |
| Total Wealth Planning, LLC | 0.05% | Reduce -1.0% | 1,341 | $314K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Reduce -1.7% | 1,434 | $313K |
| Verdence Capital Advisors LLC | 0.03% | Reduce -19.9% | 1,432 | $312K |
| Pennsylvania Capital Management Inc. | 0.12% | No change | 1,430 | $312K |
| FF Advisors,LLC | 0.22% | Reduce -12.4% | 1,430 | $312K |
| Davidson Trust Co. | 0.21% | New | 1,429 | $312K |
| ZynergyRetirementPlanningLLC | 0.24% | — | 1,428 | $311K |
| Herold Advisors, Inc. | 0.07% | Reduce -0.5% | 1,426 | $311K |
| Oak Harvest Investment Services | 0.05% | Reduce -6.7% | 1,415 | $309K |
| CFS Investment Advisory Services, LLC | 0.03% | New | 1,412 | $308K |
| Novak & Powell Financial Services, Inc. | 0.19% | New | 12,262 | $307K |
| Veery Capital, LLC | 0.12% | Reduce -26.3% | 1,405 | $306K |
| Arete Wealth Advisors, LLC | 0.03% | New | 1,405 | $306K |
| Flower City Capital | 0.20% | Reduce -1.4% | 1,396 | $306K |
| Alliance Wealth Advisors, LLC | 0.19% | Reduce -4.7% | 1,394 | $304K |
| KWB Wealth | 0.04% | No change | 1,329 | $304K |
| Tiller Private Wealth, Inc. | 0.13% | No change | 1,385 | $302K |
| Warren Street Wealth Advisors, LLC | 0.15% | Add +0.2% | 1,384 | $302K |
| Madison Wealth Partners, Inc | 0.10% | Reduce -2.7% | 1,383 | $302K |
| Windward Private Wealth Management Inc. | 0.12% | Reduce -0.9% | 1,382 | $301K |
| Kwmg, LLC | 0.03% | Reduce -3.7% | 1,382 | $301K |
| Sheets Smith Wealth Management | 0.04% | Reduce -2.6% | 1,377 | $300K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Add +1.1% | 1,375 | $300K |
| Transform Wealth, LLC | 0.02% | Reduce -10.6% | 1,369 | $300K |
| Clifford Group, LLC | 0.24% | No change | 1,374 | $300K |
| Hill Investment Group Partners, LLC | 0.04% | No change | 1,293 | $299K |
| 180 Wealth Advisors, LLC | 0.05% | Add +17.6% | 1,323 | $296K |
| Clark Estates Inc. | 0.06% | No change | 1,350 | $294K |
| Farmers Trust Co. | 0.06% | No change | 1,349 | $294K |
| Elevatus Welath Management | 0.11% | Reduce -51.4% | 1,345 | $293K |
| Values Added Financial LLC | 0.21% | New | 1,345 | $293K |
| Grey Ledge Advisors, LLC | 0.08% | Reduce -0.1% | 1,341 | $292K |
| Balboa Wealth Partners | 0.08% | Add +0.8% | 1,338 | $292K |
| Lincoln Capital LLC | 0.07% | Add +11.2% | 1,337 | $292K |
| GHP Investment Advisors, Inc. | 0.01% | Add +6.6% | 1,336 | $291K |
| Resonant Capital Advisors, LLC | 0.02% | Add +2.1% | 1,329 | $291K |
| Kelly Financial Services LLC | 0.10% | Reduce -0.3% | 1,333 | $291K |
| Detalus Advisors, LLC | 0.10% | Reduce -1.2% | 1,330 | $290K |
| NorthRock Partners, LLC | 0.01% | Add +81.0% | 1,321 | $289K |
| Invst, LLC | 0.03% | Reduce -3.5% | 1,330 | $288K |
| Personal Cfo Solutions, LLC | 0.04% | Add +12.3% | 1,317 | $287K |
| Resources Management Corp. /CT/ | 0.04% | Reduce -1.5% | 1,316 | $287K |
| Tempus Wealth Planning, LLC | 0.12% | Add +31.4% | 1,315 | $287K |
| Hancock Whitney Corp. | 0.01% | Reduce -8.1% | 1,314 | $287K |
| ZWJ Investment Counsel Inc. | 0.01% | Reduce -0.8% | 1,307 | $285K |
| Osborne Partners Capital Management, LLC | 0.02% | Add +43.3% | 1,303 | $284K |
| Planning Capital Management Corp | 0.20% | Add +132.6% | 1,298 | $283K |
| JGP Wealth Management, LLC | 0.04% | Reduce -6.1% | 1,298 | $283K |
| Angeles Wealth Management, LLC | 0.03% | Reduce -6.5% | 1,298 | $283K |
| Wills Financial Group, Inc. | 0.13% | No change | 1,296 | $283K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,205 | $282K |
| WMG Financial Advisors, LLC | 0.15% | No change | 1,295 | $282K |
| Indiana Trust & Investment Management Co | 0.10% | No change | 1,292 | $282K |
| Austin Private Wealth, LLC | 0.03% | Reduce -19.5% | 1,290 | $281K |
| Dravo Bay LLC | 0.16% | No change | 1,287 | $281K |
| Legacy Financial Advisors, Inc. | 0.05% | Reduce -19.7% | 1,284 | $280K |
| Estate Counselors, LLC | 0.03% | Reduce -49.3% | 1,280 | $279K |
| Smith Thornton Advisors LLC | 0.20% | — | 1,276 | $278K |
| Oakworth Capital, Inc. | 0.02% | Add +4.1% | 1,263 | $275K |
| Opal Wealth Advisors, LLC | 0.09% | Reduce -6.2% | 1,262 | $275K |
| Patrick M Sweeney & Associates, Inc. | 0.22% | New | 1,259 | $275K |
| Valley Financial Group, Inc. | 0.20% | Add +0.8% | 1,259 | $275K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.11% | Add +0.5% | 1,183 | $274K |
| Pitcairn Co. | 0.02% | No change | 1,257 | $274K |
| Boston Mountain Money Management Inc. | 0.18% | Add +5.8% | 1,257 | $274K |
| CGC Financial Services, LLC | 0.12% | No change | 1,247 | $272K |
| Vestia Personal Wealth Advisors | 0.29% | — | 1,247 | $272K |
| Beacon Capital Management, LLC | 0.05% | Add +8.4% | 1,244 | $271K |
| MBA Advisors LLC | 0.14% | No change | 1,244 | $271K |
| Traction Financial Partners, LLC | 0.20% | Add +3.7% | 1,197 | $271K |
| Monograph Wealth Advisors, LLC | 0.04% | No change | 1,236 | $270K |
| SJS Investment Consulting Inc. | 0.05% | No change | 1,239 | $270K |
| London Co. of Virginia | 0.00% | New | 1,237 | $270K |
| Live Oak Private Wealth LLC | 0.05% | Add +0.7% | 1,230 | $268K |
| Forum Financial Management, LP | 0.00% | Reduce -42.6% | 1,229 | $268K |
| Sequent Planning LLC | 0.09% | Add +3.7% | 1,237 | $268K |
| SilverOak Wealth Management LLC | 0.06% | Add +0.7% | 1,227 | $268K |
| Aspect Partners, LLC | 0.16% | No change | 1,226 | $267K |
| FinTrust Capital Advisors, LLC | 0.05% | Add +20.1% | 1,226 | $267K |
| Raffa Wealth Management, LLC | 0.08% | No change | 1,215 | $265K |
| High Net Worth Advisory Group LLC | 0.08% | Add +30.1% | 1,209 | $264K |
| Shira Ridge Wealth Management | 0.15% | New | 1,205 | $263K |
| Richard P Slaughter Associates Inc | 0.06% | No change | 1,202 | $262K |
| Millington Financial Advisors, LLC | 0.18% | No change | 1,201 | $262K |
| Cornerstone Advisory, LLC | 0.04% | No change | 1,200 | $262K |
| Callan Family Office, LLC | 0.05% | Add +3.3% | 1,197 | $261K |
| Busey Bank | 0.01% | Reduce -1.1% | 1,192 | $260K |
| G&S Capital LLC | 0.11% | New | 1,138 | $260K |
| Shakespeare Wealth Management, LLC | 0.07% | Add +0.3% | 1,190 | $260K |
| Moody National Bank Trust Division | 0.02% | No change | 1,186 | $259K |
| Capital Advisors Wealth Management, LLC | 0.05% | Add +2.2% | 1,185 | $258K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +1.1% | 1,179 | $257K |
| Rosenbaum Jay D. | 1.48% | New | 1,179 | $257K |
| Fernwood Investment Management, LLC | 0.08% | Reduce -7.1% | 1,175 | $256K |
| Davis Investment Partners, LLC | 0.10% | No change | 1,128 | $255K |
| Aull & Monroe Investment Management Corp | 0.13% | No change | 1,168 | $255K |
| DHJJ Financial Advisors, Ltd. | 0.11% | No change | 1,168 | $255K |
| Northwest Capital Management Inc | 0.09% | Reduce -73.1% | 1,157 | $252K |
| Sit Investment Associates Inc. | 0.01% | New | 1,154 | $252K |
| Brown Miller Wealth Management, LLC | 0.10% | No change | 1,154 | $252K |
| Heck Capital Advisors, LLC | 0.03% | No change | 1,153 | $251K |
| LVW Advisors, LLC | 0.04% | Add +31.5% | 1,153 | $251K |
| Absolute Capital Management, LLC | 0.15% | Add +30.7% | 1,146 | $251K |
| Austin Wealth Management, LLC | 0.06% | Reduce -3.1% | 1,117 | $250K |
| Blueprint Investment Partners LLC | 0.05% | Add +1.2% | 1,144 | $249K |
| Shared Vision Wealth Group LLC | 0.14% | No change | 1,141 | $249K |
| Foundation Wealth Management, LLC | 0.19% | New | 1,140 | $249K |
| ICA Group Wealth Management, LLC | 0.15% | Reduce -86.0% | 1,135 | $248K |
| Burns J W & Co. Inc. | 0.03% | New | 1,137 | $248K |
| Capital Wealth Management, LLC | 0.11% | No change | 1,135 | $247K |
| Courage Miller Partners, LLC | 0.09% | No change | 1,133 | $247K |
| Beck Mack & Oliver LLC | 0.01% | No change | 1,130 | $246K |
| Pegasus Partners Ltd. | 0.02% | Add +1.3% | 1,129 | $246K |
| Retirement Solution LLC | 0.07% | New | 1,122 | $245K |
| Glen Eagle Advisors, LLC | 0.04% | Reduce -23.6% | 1,114 | $243K |
| Aletheian Wealth Advisors LLC | 0.13% | No change | 1,112 | $242K |
| Silvia McColl Wealth Management, LLC | 0.20% | No change | 1,110 | $242K |
| SpiderRock Advisors, LLC | 0.01% | No change | 1,108 | $242K |
| Canvas Wealth Advisors, LLC | 0.07% | New | 1,041 | $241K |
| Destination Wealth Management | 0.01% | New | 1,107 | $241K |
| R. W. Roge & Company, Inc. | 0.14% | Reduce -1.5% | 1,109 | $241K |
| Boston Family Office LLC | 0.02% | New | 1,105 | $241K |
| Azimuth Capital Investment Management LLC | 0.01% | Reduce -23.0% | 1,105 | $241K |
| Pictet North America Advisors SA | 0.03% | Reduce -83.1% | 1,104 | $241K |
| First Western Trust Bank | 0.01% | Add +13.9% | 1,104 | $241K |
| Facet Wealth, Inc. | 0.01% | Reduce -15.9% | 1,036 | $240K |
| Elevate Wealth Advisory, Inc. | 0.19% | No change | 1,095 | $240K |
| Sunpointe, LLC | 0.16% | Reduce -4.2% | 1,094 | $240K |
| Penobscot Investment Management Company, Inc. | 0.02% | Add +3.5% | 1,096 | $239K |
| Valued Retirements, Inc. | 0.36% | No change | 1,096 | $239K |
| Raleigh Capital Management Inc. | 0.10% | Reduce -0.7% | 1,088 | $237K |
| BKM Wealth Management, LLC | 0.11% | Reduce -1.7% | 1,086 | $237K |
| Signify Wealth | 0.34% | New | 1,085 | $237K |
| Sterling Group Wealth Management, LLC | 0.14% | — | 1,084 | $236K |
| Marco Investment Management LLC | 0.02% | Reduce -9.2% | 1,080 | $235K |
| Clarius Group, LLC | 0.02% | New | 1,080 | $235K |
| Sentry LLC | 0.04% | No change | 1,080 | $235K |
| Stonegate Investment Group, LLC | 0.01% | No change | 1,080 | $235K |
| Matrix Asset Advisors Inc. | 0.03% | No change | 1,078 | $235K |
| Sentinel Pension Advisors, LLC | 0.05% | Add +0.3% | 1,077 | $235K |
| Bensler, LLC | 0.03% | Add +4.4% | 1,066 | $233K |
| Bluesphere Advisors LLC | 0.12% | Add +10.3% | 1,066 | $232K |
| TPG Advisors LLC | 0.20% | — | 1,065 | $232K |
| Stonebrook Private Inc. | 0.07% | No change | 1,063 | $232K |
| Thrive Capital Management, LLC | 0.11% | New | 1,061 | $231K |
| Sensible Money, LLC | 0.11% | No change | 1,061 | $231K |
| Relative Value Partners Group, LLC | 0.03% | Reduce -86.2% | 1,060 | $231K |
| Lake Street Private Wealth, LLC | 0.03% | Reduce -0.5% | 1,060 | $231K |
| First Community Trust NA | 0.20% | Add +172.2% | 1,059 | $231K |
| Wbi Investments, LLC | 0.06% | Reduce -93.5% | 1,058 | $231K |
| Modern Wealth Management, LLC | 0.02% | New | 1,053 | $230K |
| Walker Financial Services, Inc. | 0.18% | No change | 1,050 | $229K |
| Prostatis Group LLC | 0.08% | Add +1.9% | 1,045 | $228K |
| Northstar Advisory Group, LLC | 0.13% | No change | 1,039 | $227K |
| RDA Financial Network | 0.07% | Reduce -13.1% | 1,039 | $227K |
| L.M. Kohn & Company | 0.06% | Reduce -18.3% | 1,033 | $225K |
| Community Bank, N.A. | 0.03% | No change | 1,025 | $223K |
| Breakwater Investment Management | 0.10% | No change | 1,016 | $222K |
| McCarthy Asset Management, Inc. | 0.13% | Reduce -14.4% | 1,016 | $221K |
| VERITY Wealth Advisors | 0.17% | No change | 1,015 | $221K |
| Security National Bank of Sioux City Iowa | 0.16% | Add +2.1% | 1,013 | $221K |
| Gilbert & Cook, Inc. | 0.03% | No change | 1,012 | $221K |
| CAP Partners, LLC | 0.18% | No change | 1,010 | $220K |
| Van Hulzen Asset Management, LLC | 0.01% | Reduce -1.5% | 1,003 | $219K |
| EnRich Financial Partners LLC | 0.08% | No change | 1,000 | $218K |
| Shulman DeMeo Asset Management LLC | 0.06% | No change | 1,000 | $218K |
| Reynders McVeigh Capital Management, LLC | 0.01% | Reduce -3.4% | 1,001 | $218K |
| First Trust Investment Solutions L.P. | 0.03% | No change | 988 | $216K |
| Barclays PLC | 0.00% | No change | 988 | $215K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.06% | New | 988 | $215K |
| Strategic Equity Management | 0.14% | New | 987 | $215K |
| Tsfg, LLC | 0.05% | No change | 987 | $215K |
| Insigneo Advisory Services, LLC | 0.02% | New | 1,000 | $215K |
| Kraft, Davis & Associates, LLC | 0.06% | Add +1.3% | 922 | $214K |
| Impact Partnership Wealth, LLC | 0.06% | Reduce -4.6% | 978 | $213K |
| Financial Life Advisors | 0.09% | Reduce -22.1% | 977 | $213K |
| Amplius Wealth Advisors, LLC | 0.02% | No change | 976 | $213K |
| Howe & Rusling Inc. | 0.02% | Reduce -29.7% | 976 | $213K |
| Good Life Advisors, LLC | 0.02% | Reduce -3.7% | 973 | $212K |
| Covestor Ltd | 0.14% | Add +4.5% | 969 | $211K |
| Bluespring Wealth Management, LLC | 0.02% | No change | 962 | $211K |
| Covenant Asset Management, LLC | 0.05% | Reduce -8.7% | 963 | $210K |
| Retirement Income Solutions, Inc. | 0.05% | No change | 961 | $210K |
| Roman Butler Fullerton & Co. | 0.07% | No change | 961 | $209K |
| EPIQ Capital Group, LLC | 0.07% | New | 955 | $209K |
| Jaffetilchin Investment Partners, LLC | 0.02% | New | 955 | $208K |
| Oarsman Capital, Inc. | 0.05% | Add +1.5% | 947 | $206K |
| Baxter Bros Inc. | 0.03% | Reduce -0.3% | 940 | $205K |
| Lion Street Advisors, LLC | 0.08% | Reduce -36.4% | 940 | $205K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.06% | New | 936 | $204K |
| Drake & Associates, LLC | 0.07% | Add +2.4% | 936 | $204K |
| AF Advisors, Inc. | 0.04% | No change | 935 | $204K |
| GFG Capital, LLC | 0.06% | No change | 935 | $204K |
| Mason Investment Advisory Services, Inc. | 0.01% | No change | 935 | $204K |
| Coyle Financial Counsel LLC | 0.07% | No change | 890 | $203K |
| Prosperity Consulting Group, LLC | 0.03% | Reduce -25.9% | 932 | $203K |
| Holderness Investments Co. | 0.05% | No change | 931 | $203K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 925 | $202K |
| Quent Capital, LLC | 0.02% | No change | 926 | $202K |
| Twin Capital Management Inc. | 0.02% | No change | 925 | $202K |
| Invesco Ltd. | 0.00% | New | 925 | $202K |
| Central Bank & Trust Co. | 0.03% | No change | 925 | $202K |
| Matisse Capital | 0.10% | No change | 923 | $201K |
| Aua Capital Management, LLC | 0.12% | Reduce -57.8% | 921 | $201K |
| Fairhaven Wealth Management, LLC | 0.07% | New | 921 | $201K |
| Pine Harbor Wealth Management, LLC | 0.12% | No change | 921 | $201K |
| Caldwell Sutter Capital, Inc. | 0.10% | Add +4.4% | 917 | $200K |
| Richard W. Paul & Associates, LLC | 0.08% | Add +5.8% | 913 | $199K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | Reduce -50.7% | 875 | $191K |
| Godsey & Gibb, Inc. | 0.02% | Add +753.0% | 853 | $186K |
| Twin City Private Wealth, LLC | 0.17% | Reduce -0.1% | 841 | $184K |
| MCF Advisors LLC | 0.01% | Reduce -1.0% | 816 | $178K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | Add +0.5% | 795 | $173K |
| Silicon Valley Capital Partners | 0.02% | Add +1139.1% | 793 | $173K |
| LRI Investments, LLC | 0.02% | No change | 790 | $172K |
| Heritage Wealth Advisors | 0.01% | No change | 790 | $172K |
| Register Financial Advisors LLC | 0.09% | Add +6.1% | 780 | $170K |
| Perkins Coie Trust Co | 0.04% | Reduce -32.5% | 769 | $168K |
| Advantage Trust Co | 0.12% | No change | 766 | $167K |
| Northwest Bank & Trust Co | 0.14% | No change | 746 | $163K |
| Pathway Financial Advisers, LLC | 0.06% | Add +1.3% | 712 | $153K |
| Morling Financial Advisors, LLC | 0.06% | No change | 680 | $148K |
| Gradient Investments LLC | 0.00% | Add +73.6% | 658 | $143K |
| Johnson Financial Group, Inc. | 0.01% | Add +0.2% | 633 | $139K |
| Hazlett, Burt & Watson, Inc. | 0.07% | Reduce -2.9% | 635 | $137K |
| Vestor Capital, LLC | 0.01% | No change | 608 | $133K |
| Centerpoint Advisors, LLC | 0.05% | Add +8471.4% | 600 | $131K |
| Accent Capital Management, LLC | 0.08% | New | 600 | $131K |
| Coston, McIsaac & Partners | 0.04% | Reduce -10.1% | 591 | $128K |
| Cape Investment Advisory, Inc. | 0.06% | Add +3.6% | 582 | $127K |
| Burkett Financial Services, LLC | 0.07% | Reduce -13.5% | 581 | $127K |
| Red Lighthouse Investment Management, LLC | 0.05% | Reduce -92.5% | 571 | $125K |
| Pacific Center for Financial Services | 0.03% | No change | 558 | $122K |
| WealthCollab, LLC | 0.09% | No change | 546 | $119K |
| Hobbs Group Advisors, LLC | 0.04% | — | 542 | $118K |
| Element Wealth, LLC | 0.07% | No change | 540 | $118K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 536 | $117K |
| Centennial Bank | 0.05% | Reduce -4.5% | 510 | $111K |
| Woodard & Co. Asset Management Group Inc. | 0.03% | No change | 500 | $109K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +12.1% | 500 | $109K |
| Versant Capital Management, Inc | 0.03% | No change | 497 | $108K |
| Family Asset Management, LLC | 0.07% | Add +6928.6% | 492 | $107K |
| Private Wealth Management Group, LLC | 0.05% | No change | 480 | $105K |
| Townsend Asset Management Corp. /NC/ | 0.04% | No change | 467 | $102K |
| DiNuzzo Private Wealth, Inc. | 0.01% | Add +5.3% | 518 | $100K |
| Custom Portfolio Group LLC | 0.08% | No change | 458 | $100K |
| Armor Investment Advisors, LLC | 0.05% | No change | 456 | $99K |
| Global Trust Asset Management, LLC | 0.04% | No change | 450 | $98K |
| Vermillion & White Wealth Management Group, LLC | 0.07% | No change | 450 | $98K |
| Founders Capital Management | 0.06% | Reduce -14.9% | 446 | $97K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 445 | $97K |
| Broadwater Capital Management LLC | 0.07% | No change | 445 | $97K |
| Sunbelt Securities, Inc. | 0.01% | Add +6.5% | 440 | $96K |
| SIMA Wealth Partners, LLC | 0.09% | — | 429 | $94K |
| Ulland Investment Advisors, LLC | 0.07% | No change | 425 | $93K |
| Gables Capital Management Inc. | 0.05% | New | 424 | $92K |
| Mark Sheptoff Financial Planning, LLC | 0.05% | Add +40.0% | 420 | $92K |
| West Oak Capital, LLC | 0.04% | No change | 418 | $91K |
| Financial Gravity Asset Management, Inc. | 0.02% | Reduce -46.5% | 338 | $90K |
| Toronto Dominion Bank | 0.00% | New | 409 | $89K |
| Clear Point Advisors Inc. | 0.07% | No change | 405 | $88K |
| Arcadia Investment Management Corp. | 0.01% | No change | 404 | $88K |
| SWAN Capital LLC | 0.05% | New | 394 | $86K |
| Robinswood Financial LLC | 0.03% | Add +50.8% | 386 | $84K |
| Tyler-Stone Wealth Management | 0.03% | No change | 385 | $84K |
| Mb, Levis & Associates, LLC | 0.04% | No change | 378 | $82K |
| Atticus Wealth Management, LLC | 0.03% | Reduce -21.3% | 377 | $82K |
| Smartleaf Asset Management LLC | 0.01% | No change | 375 | $82K |
| Gilliland Jeter Wealth Management LLC | 0.03% | No change | 371 | $81K |
| Birchbrook, Inc. | 0.05% | Reduce -1.9% | 360 | $78K |
| Albion Financial Group | 0.01% | No change | 360 | $78K |
| GS Investments, Inc. | 0.04% | No change | 357 | $78K |
| Paladin Advisory Group, LLC | 0.06% | No change | 355 | $77K |
| Toth Financial Advisory Corp. | 0.01% | Reduce -30.3% | 348 | $76K |
| Balentine LLC | 0.00% | Reduce -35.1% | 340 | $74K |
| Kings Path Partners LLC | 0.03% | — | 323 | $70K |
| Financial Connections Group, Inc. | 0.04% | New | 321 | $70K |
| Pacifica Partners Inc. | 0.03% | No change | 316 | $69K |
| PSI Advisors, LLC | 0.02% | Add +1.6% | 314 | $68K |
| TD Waterhouse Canada Inc. | 0.00% | Add +36.6% | 306 | $66K |
| Strengthening Families & Communities, LLC | 0.02% | New | 301 | $66K |
| Nemes Rush Group LLC | 0.01% | Reduce -28.1% | 294 | $64K |
| City Holding Co. | 0.01% | No change | 294 | $64K |
| Trust Co | 0.01% | No change | 275 | $60K |
| Innealta Capital, LLC | 0.02% | New | 272 | $59K |
| Bfsg, LLC | 0.01% | No change | 269 | $59K |
| Belvedere Trading LLC | 0.00% | Reduce -66.7% | 267 | $58K |
| Spotlight Asset Group, Inc. | 0.04% | No change | 262 | $57K |
| Hexagon Capital Partners LLC | 0.01% | Add +0.4% | 261 | $57K |
| Criterion Capital Advisors, LLC | 0.03% | No change | 250 | $55K |
| Sawyer & Company, Inc | 0.02% | No change | 245 | $53K |
| SRH Advisors, LLC | 0.02% | No change | 240 | $52K |
| HighMark Wealth Management LLC | 0.03% | No change | 237 | $52K |
| ESL Trust Services, LLC | 0.01% | No change | 231 | $50K |
| Main Management LLC | 0.00% | No change | 229 | $50K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -16.2% | 228 | $50K |
| Hilltop National Bank | 0.02% | No change | 221 | $48K |
| Acima Private Wealth, LLC | 0.02% | No change | 217 | $47K |
| Wit, LLC | 1.38% | No change | 210 | $46K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | No change | 209 | $46K |
| Redwood Wealth Management Group, LLC | 0.03% | New | 209 | $46K |
| First Personal Financial Services | 0.01% | No change | 205 | $45K |
| SYM FINANCIAL Corp | 0.01% | Add +10.6% | 199 | $43K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -20.7% | 192 | $42K |
| Tower View Wealth Management LLC | 0.02% | Reduce -88.2% | 192 | $42K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -13.2% | 190 | $41K |
| ORG Partners LLC | 0.01% | New | 187 | $41K |
| Byrne Asset Management LLC | 0.03% | New | 179 | $39K |
| Your Advocates Ltd., LLP | 0.02% | No change | 178 | $39K |
| NFSG Corp | 0.01% | No change | 175 | $38K |
| Global Wealth Strategies & Associates | 0.01% | Reduce -31.5% | 174 | $38K |
| Goodman Advisory Group, LLC | 0.01% | No change | 173 | $38K |
| Turtle Creek Wealth Advisors, LLC | 0.01% | New | 166 | $36K |
| Orion Capital Management LLC | 0.02% | No change | 158 | $34K |
| Union Savings Bank | 0.02% | No change | 158 | $34K |
| Tucker Asset Management LLC | 0.01% | Add +0.7% | 156 | $34K |
| Winch Advisory Services, LLC | 0.01% | No change | 152 | $33K |
| Canton Hathaway, LLC | 0.01% | No change | 150 | $33K |
| Family Manage LLC | 0.01% | No change | 150 | $33K |
| Rain Capital Management, LLC | 0.02% | No change | 146 | $32K |
| Alaska Wealth Advisors, LLC | 0.01% | No change | 148 | $32K |
| Hanson & Doremus Investment Management | 0.01% | No change | 145 | $32K |
| Signature Resources Capital Management, LLC | 0.03% | No change | 144 | $31K |
| Syntrinsic LLC | 0.01% | No change | 144 | $31K |
| Bellevue Asset Management, LLC | 0.02% | Reduce -0.7% | 142 | $31K |
| AlphaMark Advisors, LLC | 0.01% | No change | 137 | $30K |
| Addison Advisors LLC | 0.01% | Reduce -5.0% | 133 | $29K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Add +154.9% | 130 | $28K |
| Syntax Research, Inc. | 0.02% | No change | 129 | $28K |
| Concord Wealth Partners | 0.01% | No change | 129 | $28K |
| Motco | 0.00% | Reduce -90.0% | 125 | $27K |
| Financial Perspectives, Inc | 0.01% | Add +44.2% | 124 | $27K |
| Robinson Capital Management, LLC | 0.01% | No change | 125 | $27K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 124 | $27K |
| Triad Wealth Partners, LLC | 0.01% | New | 124 | $27K |
| Chesapeake Asset Management LLC | 0.03% | Reduce -16.1% | 120 | $26K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 118 | $26K |
| Avion Wealth | 0.01% | No change | 116 | $25K |
| Investors Research Corp | 0.01% | New | 112 | $24K |
| Colonial Trust Advisors | 0.00% | Reduce -37.6% | 111 | $24K |
| Laurel Wealth Advisors LLC | 0.00% | Reduce -47.6% | 110 | $24K |
| GAMMA Investing LLC | 0.00% | No change | 109 | $24K |
| Sound Income Strategies, LLC | 0.00% | Add +62.1% | 107 | $23K |
| Sittner & Nelson, LLC | 0.01% | No change | 107 | $23K |
| Ironwood Wealth Management, LLC. | 0.01% | Reduce -6.3% | 105 | $23K |
| Lynx Investment Advisory | 0.02% | — | 101 | $22K |
| Compass Wealth Management LLC | 0.01% | No change | 100 | $22K |
| Aberdeen Wealth Management LLC | 0.01% | Add +11.5% | 97 | $21K |
| Ballast Advisors LLC | 0.01% | Reduce -33.8% | 96 | $21K |
| First Pacific Financial | 0.01% | Reduce -6.0% | 94 | $20K |
| Arlington Trust Co LLC | 0.00% | No change | 90 | $20K |
| Peachtree Investment Partners, LLC | 0.01% | Add +2.5% | 82 | $18K |
| Pineridge Advisors LLC | 0.01% | No change | 81 | $18K |
| Great Lakes Retirement, Inc. | 0.00% | New | 80 | $18K |
| New Millennium Group LLC | 0.01% | New | 76 | $17K |
| Tidemark, LLC | 0.01% | No change | 74 | $16K |
| West Paces Advisors Inc. | 0.00% | No change | 72 | $16K |
| Jamison Private Wealth Management, Inc. | 0.00% | New | 69 | $15K |
| Cyrus J. Lawrence, LLC | 0.00% | No change | 72 | $15K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 65 | $14K |
| Redmont Wealth Advisors LLC | 0.02% | New | 64 | $14K |
| Abich Financial Wealth Management LLC | 0.01% | Add +966.7% | 64 | $14K |
| PFG Private Wealth Management, LLC | 0.01% | No change | 64 | $14K |
| Friedenthal Financial | 0.01% | Reduce -3.1% | 63 | $14K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 61 | $13K |
| WFA of San Diego, LLC | 0.01% | — | 60 | $13K |
| McClarren Financial Advisors, Inc. | 0.11% | Reduce -14.3% | 50,585 | $13K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 55 | $12K |
| Atlantic Private Wealth, LLC | 0.01% | No change | 53 | $12K |
| Legend Financial Advisors, Inc. | 0.01% | New | 52 | $11K |
| MGB Wealth Management, LLC | 0.00% | No change | 50 | $11K |
| Adirondack Trust Co. | 0.00% | No change | 51 | $11K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 47 | $11K |
| Headlands Technologies LLC | 0.00% | Reduce -27.5% | 50 | $11K |
| Red Tortoise LLC | 0.01% | No change | 48 | $10K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 44 | $10K |
| PFS Partners, LLC | 0.01% | No change | 43 | $9K |
| Balefire, LLC | 0.00% | No change | 42 | $9K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 40 | $9K |
| Capital Investment Counsel, Inc | 0.00% | New | 40 | $9K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 39 | $9K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 37 | $8K |
| Loomis Sayles & Co. L P | 0.00% | Add +322.2% | 38 | $8K |
| Fairman Group, LLC | 0.01% | No change | 32 | $7K |
| MTM Investment Management, LLC | 0.00% | Reduce -87.9% | 32 | $7K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 32 | $7K |
| Zeit Capital LLC | 0.01% | No change | 30 | $7K |
| VitalStone Financial, LLC | 0.00% | New | 30 | $7K |
| Providence Capital Advisors, LLC | 0.00% | New | 28 | $6K |
| Rice Partnership, LLC | 0.00% | No change | 27 | $6K |
| Game Plan Financial Advisors, 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 |
| Spectrum Wealth Counsel, LLC | 0.00% | New | 13 | $3K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 12 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 11 | $2K |
| West Branch Capital LLC | 0.00% | No change | 10 | $2K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 10 | $2K |
| WR Wealth Planners, LLC | 0.00% | Reduce -60.9% | 9 | $2K |
| Absher Wealth Management, LLC | 0.00% | New | 8 | $2K |
| Horizon Investments, LLC | 0.00% | No change | 7 | $2K |
| Grand Wealth Management, LLC | 0.00% | No change | 6 | $1K |
| American Capital Advisory, LLC | 0.00% | Reduce -89.1% | 6 | $1K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 5 | $1K |
| Castleview Partners, LLC | 0.00% | New | 4 | $872 |
| Nordwand Advisors, LLC | 0.00% | No change | 3 | $654 |
| Rakuten Securities, Inc. | 0.00% | No change | 3 | $654 |
| Running Point Capital Advisors, LLC | 0.00% | No change | 1 | $218 |
"% 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.