Vanguard Most SM-Cap ETF-UsdVBETF
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 1,977 institutions reported holding Vanguard Most SM-Cap ETF-Usd (VB) in their 13F filings, up 57 from Q2 2024. 122 opened new positions and 68 sold out. The largest holders were Bank of America Corp. ($6.0B), Morgan Stanley ($1.7B) and Jones Financial Companies LLLP ($1.7B). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 122 | $163.0M |
| Exits | 68 | $40.3M |
All 13F filers, Q2 2024 → Q3 2024: 7,642,642 shares bought and 5,178,245 shares sold, net +2,464,397 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,977 holders
| Bank of America Corp. | 0.52% | Add +5.9% | 25,101,139 | $6.0B |
| Morgan Stanley | 0.13% | Add +2.2% | 7,339,864 | $1.7B |
| Jones Financial Companies LLLP | 1.75% | Add +2.5% | 7,213,854 | $1.7B |
| Envestnet Asset Management Inc. | 0.40% | Add +4.2% | 5,208,731 | $1.2B |
| Wells Fargo & Company | 0.30% | Add +16.7% | 5,129,701 | $1.2B |
| UBS Group AG | 0.27% | Add +1.7% | 4,028,914 | $955.7M |
| LPL Financial LLC | 0.38% | Add +2.5% | 3,612,385 | $856.9M |
| Mercer Global Advisors Inc. | 1.32% | Add +9.6% | 2,397,255 | $563.0M |
| Ameriprise Financial Inc. | 0.13% | Reduce -9.5% | 2,043,848 | $485.8M |
| Captrust Financial Advisors | 1.37% | Add +3.7% | 1,942,941 | $460.9M |
| Goldman Sachs Group Inc. | 0.09% | Reduce -3.8% | 1,891,744 | $448.7M |
| Creative Planning | 0.44% | Add +0.6% | 1,880,342 | $446.0M |
| PNC Financial Services Group, Inc. | 0.28% | Add +1.1% | 1,872,168 | $444.1M |
| Northwestern Mutual Wealth Management Co. | 0.38% | Add +10.8% | 1,800,718 | $427.1M |
| Bank of New York Mellon Corp | 0.08% | Reduce -35.5% | 1,795,888 | $426.0M |
| Charles Schwab Investment Management Inc. | 0.08% | Reduce -1.8% | 1,786,511 | $423.8M |
| Royal Bank of Canada | 0.08% | Add +1.9% | 1,608,841 | $381.6M |
| Wealthfront Advisers LLC | 1.08% | Add +7.8% | 1,486,797 | $352.7M |
| CIBC Private Wealth Group LLC | 0.62% | Add +3.8% | 1,459,731 | $346.3M |
| Raymond James Financial Services Advisors, Inc. | 0.44% | Add +10.1% | 1,388,721 | $329.4M |
| Mariner, LLC | 0.56% | Add +6.6% | 1,323,883 | $314.0M |
| Commonwealth Equity Services, LLC | 0.38% | Add +2.5% | 1,063,389 | $252.2M |
| Stifel Financial Corp. | 0.26% | Add +2.3% | 1,048,538 | $248.7M |
| Mission Wealth Management, LP | 5.94% | Add +4.3% | 1,013,079 | $240.3M |
| Tiaa Trust, National Association | 0.67% | Add +5.7% | 954,148 | $226.3M |
| Glenmede Trust Co. NA | 1.07% | Reduce -0.2% | 945,594 | $224.3M |
| JPMorgan Chase & Co. | 0.02% | Add +5.1% | 849,068 | $201.4M |
| Signaturefd, LLC | 3.79% | Reduce -41.9% | 837,244 | $198.6M |
| FMR LLC | 0.01% | Reduce -0.4% | 798,434 | $189.4M |
| Raymond James & Associates | 0.11% | Reduce -1.7% | 756,075 | $179.3M |
| HighTower Advisors, LLC | 0.26% | Reduce -1.0% | 741,408 | $175.8M |
| Baird Financial Group, Inc. | 0.33% | Reduce -0.9% | 725,281 | $172.0M |
| Osaic Holdings, Inc. | 0.38% | Add +1.4% | 712,612 | $169.2M |
| Wellington Management Group LLP | 0.03% | No change | 703,985 | $167.0M |
| 1832 Asset Management L.P. | 0.28% | Add +50.0% | 694,990 | $164.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 4.33% | Add +354.2% | 674,793 | $160.1M |
| Bank of Montreal | 0.07% | Add +2.5% | 642,905 | $152.4M |
| Badgley Phelps Wealth Managers, LLC | 2.93% | Add +1.1% | 529,931 | $126.0M |
| State Street Corp. | 0.01% | Reduce -4.1% | 526,898 | $125.4M |
| Natixis Advisors, LLC | 0.24% | Add +0.4% | 522,944 | $124.0M |
| Vanguard Group Inc. | 0.00% | Add +3.6% | 500,394 | $118.7M |
| Moneta Group Investment Advisors LLC | 1.72% | Add +3.7% | 499,935 | $118.6M |
| Truist Financial Corp. | 0.18% | Reduce -1.4% | 492,394 | $116.8M |
| Cetera Investment Advisers | 0.26% | Add +1.6% | 492,136 | $116.7M |
| Davis R M Inc. | 2.25% | Add +6.4% | 491,341 | $116.6M |
| Clearstead Advisors, LLC | 1.80% | Add +2.5% | 487,824 | $115.7M |
| Wit, LLC | 3.21% | — | 929 | $111.1M |
| Nicholas Hoffman & Company, LLC. | 4.37% | Add +5.5% | 436,501 | $103.5M |
| Cullen/Frost Bankers, Inc. | 1.35% | Add +7.9% | 418,649 | $99.3M |
| Efficient Advisors, LLC | 6.22% | Reduce -3.1% | 417,826 | $99.1M |
| Corient Private Wealth LP | 0.15% | Add +0.6% | 409,468 | $97.1M |
| Pathstone Holdings, LLC | 0.42% | Add +0.3% | 397,453 | $94.3M |
| MML Investors Services, LLC | 0.34% | Add +3.8% | 391,747 | $92.9M |
| Peapack Gladstone Financial Corp. | 1.29% | Add +0.2% | 377,969 | $89.7M |
| Fusion Family Wealth, LLC | 8.25% | Add +5.7% | 377,752 | $89.6M |
| Cerity Partners LLC | 0.20% | Add +18.6% | 376,544 | $89.3M |
| Baker Avenue Asset Management, LP | 2.83% | Add +0.1% | 375,404 | $89.0M |
| Wealthspire Advisors, LLC | 0.90% | Add +2.0% | 374,113 | $88.7M |
| Fifth Third Bancorp | 0.31% | Reduce -3.1% | 365,013 | $86.6M |
| Trustmark Bank Trust Department | 6.45% | Add +2.8% | 359,923 | $85.4M |
| Janus Henderson Group PLC | 0.04% | Add +4.0% | 357,074 | $84.7M |
| Heartwood Wealth Advisors LLC | 9.28% | Add +0.9% | 353,501 | $83.9M |
| Private Advisor Group, LLC | 0.52% | Add +0.3% | 352,608 | $83.6M |
| Pinnacle Associates Ltd. | 1.40% | Reduce -8.2% | 385,971 | $82.3M |
| Kestra Advisory Services, LLC | 0.44% | Reduce -7.9% | 334,411 | $79.3M |
| Karpus Management, Inc. | 2.15% | Add +11.3% | 326,241 | $77.4M |
| Cambridge Investment Research Advisors, Inc. | 0.26% | Add +2.0% | 319,402 | $75.8M |
| Millburn Ridgefield LLC | 1.97% | Reduce -5.5% | 316,995 | $75.2M |
| Catalyst Capital Advisors LLC | 1.69% | Reduce -5.5% | 316,995 | $75.2M |
| Citigroup Inc. | 0.07% | Add +0.3% | 313,488 | $74.4M |
| Invictus Private Wealth, LLC | 5.88% | Add +2.4% | 313,180 | $74.3M |
| Equitable Holdings, Inc. | 0.70% | Add +9.9% | 306,899 | $72.8M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 27.28% | Reduce -0.2% | 294,708 | $69.9M |
| Comerica Bank | 0.27% | Add +3.3% | 291,484 | $69.1M |
| US Bancorp \de | 0.09% | Reduce -16.2% | 291,367 | $69.1M |
| Assetmark, Inc. | 0.20% | Add +0.9% | 288,391 | $68.4M |
| Avantax Advisory Services, Inc. | 0.45% | Add +3.4% | 288,192 | $68.4M |
| Provida Pension Fund Administrator | 1.48% | Reduce -30.2% | 285,291 | $67.7M |
| Chandler Asset Management, Inc. | 12.75% | Reduce -0.3% | 284,830 | $67.6M |
| M&T Bank Corp | 0.22% | Reduce -12.1% | 283,105 | $67.2M |
| Vista Capital Partners, Inc. | 7.61% | Reduce -2.8% | 277,080 | $65.7M |
| Smithfield Trust Co | 3.07% | Reduce -1.3% | 263,850 | $62.6M |
| Ellenbecker Investment Group | 11.57% | Add +4.0% | 257,993 | $61.2M |
| American Trust | 4.99% | Add +2.7% | 254,801 | $60.4M |
| Pittenger & Anderson Inc. | 2.20% | Reduce -1.0% | 247,522 | $58.7M |
| Composition Wealth, LLC | 1.33% | Add +2.1% | 242,102 | $57.4M |
| Employees Retirement System of Texas | 0.55% | No change | 226,425 | $53.7M |
| Janney Montgomery Scott LLC | 0.15% | Reduce -1.2% | 223,370 | $53.0M |
| Thrivent Financial for Lutherans | 0.10% | Reduce -15.3% | 215,961 | $51.3M |
| BlackRock, Inc. | 0.00% | — | 214,506 | $50.9M |
| Bessemer Group Inc. | 0.08% | Add +1.2% | 211,928 | $50.3M |
| Park Avenue Securities LLC | 0.55% | Add +10.7% | 207,917 | $49.3M |
| Citizens Financial Group Inc. | 0.97% | Add +4.7% | 203,534 | $48.4M |
| First Command Advisory Services, Inc. | 0.46% | Add +5.4% | 199,815 | $47.4M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +3.9% | 198,349 | $47.1M |
| Marcum Wealth, LLC | 4.15% | Reduce -0.8% | 188,103 | $44.6M |
| Ellevest, Inc. | 2.41% | Add +2.4% | 183,628 | $43.5M |
| CENTRAL TRUST Co | 0.98% | Reduce -13.3% | 176,256 | $41.8M |
| Garde Capital, Inc. | 2.74% | Reduce -2.0% | 175,537 | $41.6M |
| TCV Trust & Wealth Management, Inc. | 3.73% | Reduce -0.2% | 175,311 | $41.6M |
| Envestnet Portfolio Solutions, Inc. | 0.13% | Add +0.4% | 173,424 | $41.1M |
| MilWealth Group LLC | 11.66% | Add +1.3% | 167,609 | $39.8M |
| Parallel Advisors, LLC | 0.94% | Reduce -2.9% | 167,234 | $39.7M |
| Rockefeller Capital Management L.P. | 0.11% | Add +10.4% | 164,830 | $39.1M |
| Sofi Wealth, LLC | 2.87% | Add +7.8% | 164,703 | $39.1M |
| NewEdge Advisors, LLC | 0.25% | Reduce -2.3% | 164,029 | $38.9M |
| Davidson Investment Advisors | 1.87% | Reduce -16.6% | 163,529 | $38.8M |
| Joel Isaacson & Co., LLC | 1.78% | Add +7.5% | 157,106 | $37.3M |
| Choreo, LLC | 0.53% | Add +2.0% | 237,683 | $36.4M |
| Investments & Financial Planning, LLC | 22.99% | Add +0.1% | 153,063 | $36.3M |
| Acorn Financial Advisory Services Inc. | 6.42% | Reduce -0.3% | 152,859 | $36.3M |
| Heritage Investors Management Corp. | 1.19% | Reduce -3.4% | 150,432 | $35.7M |
| Betterment LLC | 0.08% | Add +3.9% | 149,228 | $35.4M |
| Center for Financial Planning, Inc. | 4.78% | Add +1.9% | 148,490 | $35.2M |
| Aufman Associates Inc | 22.59% | Reduce -0.7% | 148,140 | $35.1M |
| Atria Wealth Solutions, Inc. | 0.38% | Add +9.2% | 146,971 | $34.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.79% | Reduce -4.3% | 144,855 | $34.4M |
| Alliancebernstein L.P. | 0.01% | Reduce -5.2% | 144,815 | $34.4M |
| Legacy Financial Group LLC | 6.53% | Add +1.2% | 143,141 | $34.0M |
| MPS Loria Financial Planners, LLC | 10.09% | Add +2.9% | 142,694 | $33.9M |
| Connecticut Wealth Management, LLC | 1.64% | Reduce -1.7% | 142,461 | $33.8M |
| Prio Wealth Limited Partnership | 0.98% | Add +0.9% | 141,748 | $33.6M |
| Wealthquest Corp | 2.96% | Add +6.1% | 142,870 | $33.5M |
| Chatham Capital Group, Inc. | 5.46% | Add +2.5% | 140,810 | $33.4M |
| NewEdge Wealth, LLC | 0.60% | Add +9.9% | 140,406 | $33.3M |
| Ballast, Inc. | 9.42% | Add +2.9% | 140,017 | $33.2M |
| BNP Paribas Financial Markets | 0.03% | Reduce -5.8% | 138,368 | $32.8M |
| Scott Capital Advisors, LLC | 9.19% | Add +0.2% | 136,580 | $32.4M |
| Chicago Partners Investment Group LLC | 1.15% | Add +7.8% | 136,109 | $32.2M |
| Hill Island Financial LLC | 9.72% | Add +3.0% | 135,507 | $32.1M |
| Regions Financial Corp. | 0.23% | Add +1.9% | 134,883 | $32.0M |
| Whelan Financial | 13.01% | Add +1.5% | 133,211 | $31.6M |
| Brass Tax Wealth Management, Inc. | 6.74% | Add +94.2% | 132,720 | $31.5M |
| Country Trust Bank | 0.77% | Reduce -0.1% | 132,475 | $31.4M |
| SP Asset Management LLC | 2.58% | Add +0.1% | 130,919 | $31.1M |
| Sanctuary Advisors, LLC | 0.20% | Add +30.1% | 119,869 | $30.9M |
| Pinnacle Wealth Management Advisory Group, LLC | 2.93% | Add +5.7% | 129,300 | $30.7M |
| CX Institutional | 1.34% | Reduce -4.9% | 126,843 | $30.1M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -8.3% | 125,707 | $29.8M |
| MAI Capital Management | 0.28% | Add +0.6% | 124,958 | $29.6M |
| CBIZ Investment Advisory Services, LLC | 1.54% | Add +0.5% | 124,762 | $29.6M |
| Focus Partners Wealth | 0.09% | Add +10.8% | 123,785 | $29.4M |
| Integrated Wealth Concepts LLC | 0.36% | Add +6.4% | 123,579 | $29.3M |
| Avior Wealth Management, LLC | 1.16% | Add +21.7% | 122,374 | $29.0M |
| Elm Partners Management LLC | 2.05% | Add +96.5% | 120,984 | $28.7M |
| Randolph Co Inc | 3.32% | Reduce -0.1% | 120,487 | $28.6M |
| PrairieView Partners, LLC | 2.95% | Reduce -11.1% | 119,607 | $28.4M |
| Bank of Hawaii | 1.18% | Add +1.0% | 119,196 | $28.3M |
| AMG National Trust Bank | 0.76% | Reduce -14.9% | 118,873 | $28.2M |
| MBE Wealth Management, LLC | 15.31% | Add +0.0% | 116,970 | $27.7M |
| Cable Hill Partners, LLC | 2.72% | Add +15.2% | 116,277 | $27.7M |
| Northern Trust Corp. | 0.00% | Add +2.6% | 116,590 | $27.7M |
| Whitegate Investment Counselors, Inc. | 7.30% | Reduce -0.1% | 115,930 | $27.5M |
| Leavell Investment Management, Inc. | 1.37% | Add +4.3% | 115,148 | $27.4M |
| Bluestem Financial Advisors, LLC | 12.58% | Add +0.2% | 113,689 | $27.0M |
| Moller Wealth Partners | 6.72% | Reduce -1.6% | 113,401 | $26.9M |
| United Capital Financial Advisors, LLC | 0.22% | Reduce -1.0% | 113,333 | $26.9M |
| DT Investment Partners, LLC | 2.17% | Add +6.3% | 113,066 | $26.8M |
| Johnson Financial Group, LLC | 3.25% | Add +1.6% | 112,573 | $26.7M |
| BLB&B Advisors, LLC | 1.36% | Reduce -18.9% | 112,498 | $26.7M |
| Wolff Financial Management LLC | 7.11% | New | 110,368 | $26.2M |
| Crewe Advisors LLC | 2.93% | No change | 106,356 | $25.2M |
| Mountain Capital Investment Advisors Inc. | 5.40% | Reduce -3.0% | 97,264 | $24.6M |
| Penserra Capital Management LLC | 0.53% | Reduce -9.7% | 103,439 | $24.5M |
| Brown Advisory Inc. | 0.03% | Reduce -12.5% | 103,248 | $24.5M |
| Arax Advisory Partners | 2.15% | Add +0.7% | 101,283 | $24.0M |
| BCK Partners, Inc. | 11.45% | Add +1.1% | 101,197 | $24.0M |
| Woodmont Investment Counsel LLC | 1.80% | Add +1.8% | 100,893 | $23.9M |
| CreativeOne Wealth, LLC | 0.81% | Add +15.2% | 100,275 | $23.8M |
| Montag A & Associates Inc. | 1.13% | Add +7.4% | 99,906 | $23.8M |
| EP Wealth Advisors, LLC | 0.20% | Add +2.7% | 98,994 | $23.5M |
| Patriot Investment Management Group, Inc. | 1.72% | Reduce -1.1% | 98,785 | $23.4M |
| Gratus Wealth Advisors, LLC | 3.79% | Add +2.1% | 98,775 | $23.2M |
| AA Financial Advisors, LLC | 6.69% | Add +30.9% | 97,441 | $23.1M |
| Riverview Capital Advisers, LLC | 7.04% | Add +0.4% | 96,324 | $22.8M |
| Stephens Inc. | 0.32% | Add +9.8% | 95,384 | $22.6M |
| Savant Capital, LLC | 0.19% | Add +241.2% | 94,373 | $22.4M |
| D.A. Davidson & Co. | 0.18% | Reduce -0.1% | 94,269 | $22.4M |
| WBH Advisory Inc. | 2.10% | Reduce -0.3% | 93,408 | $22.2M |
| 3Chopt Investment Partners, LLC | 7.76% | Reduce -5.1% | 91,242 | $21.7M |
| Alpha Cubed Investments, LLC | 0.95% | Add +1095.5% | 90,343 | $21.4M |
| Pure Financial Advisors, LLC | 0.51% | Add +1.1% | 89,942 | $21.3M |
| Northeast Investment Management | 0.94% | Add +5.6% | 88,103 | $20.9M |
| Brookstone Capital Management | 0.31% | Add +10.3% | 87,796 | $20.8M |
| Axxcess Wealth Management, LLC | 0.52% | Add +12.1% | 87,014 | $20.6M |
| Orion Porfolio Solutions, LLC | 0.20% | Reduce -2.6% | 86,731 | $20.6M |
| Orion Portfolio Solutions, LLC | 0.20% | Reduce -2.6% | 86,731 | $20.6M |
| Compound Planning, Inc. | 1.28% | Add +25.9% | 86,502 | $20.5M |
| Fiducient Advisors LLC | 2.35% | Reduce -2.9% | 85,601 | $20.4M |
| Nelson Capital Management, LLC | 3.38% | Add +2.6% | 84,531 | $20.1M |
| Kohmann Bosshard Financial Services, LLC | 2.49% | Reduce -1.0% | 84,424 | $20.0M |
| Marshall Financial Group Inc. | 5.99% | Add +1.4% | 83,637 | $19.8M |
| Capital Asset Advisory Services LLC | 0.99% | Add +10.1% | 84,269 | $19.8M |
| Burrus Financial Services, Inc. | 9.81% | New | 83,438 | $19.8M |
| Financial Synergies Wealth Advisors, Inc. | 2.44% | Reduce -0.3% | 82,841 | $19.7M |
| Roof Eidam Maycock Peralta, LLC | 5.00% | Reduce -0.9% | 82,856 | $19.7M |
| Marietta Wealth Management, LLC | 2.85% | Add +4.0% | 82,833 | $19.6M |
| Clark Asset Management, LLC | 4.18% | Add +28.5% | 82,128 | $19.5M |
| Hurlow Wealth Management Group, Inc. | 6.01% | Add +1.9% | 81,293 | $19.3M |
| Brown Financial Advisory | 13.53% | Add +2.9% | 80,614 | $19.1M |
| Berkshire Asset Management LLC | 0.96% | No change | 86,658 | $18.9M |
| St Germain D J Co. Inc. | 0.85% | Reduce -0.8% | 78,227 | $18.6M |
| Financial Engines Advisors L.L.C. | 0.04% | Add +9.4% | 77,508 | $18.4M |
| Modera Wealth Management, LLC | 0.23% | Add +1.4% | 76,588 | $18.2M |
| MBM Wealth Consultants, LLC | 5.68% | Add +2.3% | 75,871 | $18.0M |
| Merit Financial Group, LLC | 0.40% | Reduce -3.3% | 75,710 | $18.0M |
| Bradley Foster & Sargent Inc. | 0.30% | Add +9.7% | 75,202 | $17.8M |
| Coldstream Capital Management Inc. | 0.38% | Reduce -1.7% | 74,637 | $17.7M |
| Agf Management Ltd. | 0.09% | Add +2.1% | 74,071 | $17.6M |
| Wooster Corthell Wealth Management, Inc. | 3.73% | Add +0.4% | 73,787 | $17.5M |
| Gemmer Asset Management LLC | 1.73% | Add +1.2% | 72,751 | $17.3M |
| Salem Investment Counselors Inc. | 0.51% | Add +0.1% | 71,753 | $17.1M |
| DeDora Capital, Inc. | 4.74% | Add +4.7% | 71,505 | $17.0M |
| Compton Wealth Advisory Group, LLC | 4.25% | Add +1.0% | 70,870 | $16.8M |
| Private Capital Management LLC | 3.02% | Reduce -13.1% | 70,468 | $16.7M |
| Beacon Pointe Advisors, LLC | 0.19% | Reduce -2.8% | 70,377 | $16.7M |
| Daymark Wealth Partners, LLC | 0.70% | Add +0.8% | 70,091 | $16.6M |
| Cyndeo Wealth Partners, LLC | 1.16% | Add +13.1% | 70,035 | $16.6M |
| Cadence Bank | 1.14% | Add +1.8% | 69,625 | $16.5M |
| Koshinski Asset Management, Inc. | 1.42% | Add +4.3% | 69,352 | $16.5M |
| Annex Advisory Services, LLC | 0.53% | Reduce -2.3% | 69,290 | $16.4M |
| Great Valley Advisor Group, Inc. | 0.40% | Reduce -0.3% | 69,208 | $16.4M |
| SAM Advisors, LLC | 6.02% | Reduce -1.1% | 69,092 | $16.4M |
| Glenview Trust Co | 0.31% | Add +2.3% | 68,727 | $16.3M |
| Summit Financial, LLC | 0.64% | Add +19.9% | 68,510 | $16.3M |
| Ameritas Advisory Services, LLC | 0.70% | Add +4.1% | 68,671 | $16.3M |
| Focus Partners Advisor Solutions, LLC | 0.34% | Reduce -7.7% | 68,472 | $16.2M |
| Crane Advisory, LLC | 2.93% | Add +2.5% | 68,952 | $16.2M |
| HB Wealth Management, LLC | 0.17% | Reduce -4.0% | 67,567 | $16.0M |
| Steward Partners Investment Advisory, LLC | 0.15% | Add +24.5% | 67,121 | $15.9M |
| Associated Banc-Corp | 0.47% | Add +8.5% | 67,121 | $15.9M |
| Cresset Asset Management, LLC | 0.06% | Reduce -1.6% | 66,512 | $15.8M |
| Full Sail Capital, LLC | 1.01% | Reduce -2.3% | 66,336 | $15.7M |
| Strategic Investment Advisors / MI | 1.69% | Add +4.3% | 64,855 | $15.4M |
| Twele Capital Management, Inc. | 3.23% | Reduce -0.0% | 64,836 | $15.4M |
| Bristlecone Advisors, LLC | 1.23% | Add +1.6% | 64,689 | $15.3M |
| Sage Rhino Capital LLC | 3.40% | Add +2.3% | 64,633 | $15.3M |
| BOK Financial Private Wealth, Inc. | 1.11% | Reduce -20.0% | 64,226 | $15.3M |
| Atria Investments, Inc | 0.19% | Add +10.7% | 64,362 | $15.3M |
| Golden Road Advisors LLC | 11.81% | Add +3.0% | 63,576 | $15.1M |
| Koesten, Hirschmann & Crabtree, INC. | 8.78% | Add +17.5% | 63,564 | $15.1M |
| Whittier Trust Co. of Nevada Inc. | 0.39% | Add +0.2% | 63,355 | $15.0M |
| Monterey Private Wealth, Inc. | 5.08% | Add +37.2% | 62,850 | $14.9M |
| Tectonic Advisors LLC | 0.98% | Add +5.4% | 62,683 | $14.9M |
| Allianz SE | 0.40% | No change | 62,054 | $14.7M |
| Dynamic Advisor Solutions LLC | 0.44% | Reduce -4.1% | 61,256 | $14.5M |
| CIC Wealth, LLC | 3.75% | Add +2.6% | 61,155 | $14.5M |
| AJ Advisors, LLC | 7.41% | Add +1.2% | 60,899 | $14.4M |
| Wedmont Private Capital | 0.82% | Add +18.9% | 61,242 | $14.4M |
| Charles Schwab Trust Co | 1.24% | Add +2.8% | 60,339 | $14.3M |
| Acropolis Investment Management, LLC | 0.85% | Reduce -0.9% | 60,079 | $14.2M |
| Wealth Architects, LLC | 1.60% | Reduce -2.8% | 59,646 | $14.1M |
| Lido Advisors, LLC | 0.11% | Add +8.2% | 59,157 | $14.0M |
| Whittier Trust Co. | 0.19% | Reduce -1.5% | 58,426 | $13.9M |
| Iron Horse Wealth Management, LLC | 4.73% | Add +4.8% | 58,302 | $13.8M |
| CRA Financial Services, LLC | 2.52% | Add +3.5% | 57,852 | $13.7M |
| Blair William & Co. | 0.04% | Add +8.9% | 57,529 | $13.6M |
| EverSource Wealth Advisors, LLC | 0.86% | Add +2.5% | 57,210 | $13.6M |
| B. Riley Wealth Advisors, Inc. | 0.38% | Add +4.4% | 57,260 | $13.5M |
| Capital Advisors Inc. | 0.27% | Reduce -0.1% | 56,943 | $13.5M |
| Halpern Financial, Inc. | 3.47% | Add +14.0% | 57,497 | $13.5M |
| Stratos Wealth Partners, LTD. | 0.20% | Add +1.3% | 56,786 | $13.5M |
| Staley Capital Advisers Inc. | 0.59% | Add +0.1% | 55,690 | $13.2M |
| Arrow Financial Corp | 1.18% | Reduce -8.1% | 53,997 | $12.8M |
| McIlrath & Eck, LLC | 1.64% | Add +16.8% | 53,788 | $12.8M |
| Oppenheimer & Co. Inc. | 0.19% | Reduce -14.6% | 53,735 | $12.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.36% | Reduce -0.7% | 53,596 | $12.7M |
| Noble Family Wealth, LLC | 3.36% | Add +8.8% | 52,720 | $12.5M |
| Plum Street Advisors, LLC | 6.33% | Add +4.0% | 52,696 | $12.5M |
| Atmos Advisory, LLC | 8.87% | Add +3.8% | 52,633 | $12.5M |
| GeoWealth Management, LLC | 0.44% | Add +40.0% | 52,252 | $12.4M |
| Asset Management Group, Inc. | 1.75% | Add +0.3% | 52,076 | $12.4M |
| Bleakley Financial Group, LLC | 0.38% | Reduce -2.2% | 51,991 | $12.3M |
| Canandaigua National Bank & Trust Co. | 1.17% | Add +5.8% | 51,761 | $12.3M |
| GoalFusion Wealth Management, LLC | 6.74% | Add +6.3% | 51,263 | $12.2M |
| First Manhattan Co. Llc. | 0.04% | Add +10.6% | 50,946 | $12.1M |
| Apella Capital, LLC | 0.50% | Add +20.8% | 51,315 | $12.0M |
| St. Louis Trust Co | 1.67% | Add +1.5% | 50,141 | $11.9M |
| Roberts Wealth Advisors, LLC | 3.85% | Add +2.3% | 50,562 | $11.9M |
| David Kennon Inc | 4.63% | Add +1.0% | 49,619 | $11.8M |
| Von Berge Wealth Management Group, LLC | 7.21% | Reduce -4.9% | 46,491 | $11.7M |
| Abound Wealth Management | 3.86% | Reduce -0.7% | 49,059 | $11.6M |
| Flagship Harbor Advisors, LLC | 0.64% | Reduce -10.4% | 49,030 | $11.6M |
| 25 LLC | 5.02% | Reduce -0.5% | 48,752 | $11.6M |
| White Wing Wealth Management | 8.86% | Reduce -0.7% | 48,477 | $11.5M |
| U.S. Capital Wealth Advisors, LLC | 0.41% | Reduce -8.1% | 48,394 | $11.5M |
| O'shaughnessy Asset Management, LLC | 0.10% | Add +10.9% | 47,481 | $11.4M |
| Benjamin Edwards Inc. | 0.17% | New | 48,124 | $11.4M |
| Aspiriant, LLC | 0.43% | Add +12.7% | 47,753 | $11.3M |
| Venture Visionary Partners LLC | 0.50% | Add +0.2% | 47,629 | $11.3M |
| Bartlett & Co. Wealth Management LLC | 0.16% | Add +1.0% | 47,432 | $11.3M |
| Rossmore Private Capital | 1.39% | Add +3.0% | 47,496 | $11.3M |
| Agate Pass Investment Management, LLC | 5.62% | Add +2.8% | 47,460 | $11.3M |
| Aries Wealth Management | 3.08% | Reduce -0.2% | 47,283 | $11.2M |
| OneDigital Investment Advisors LLC | 0.13% | Reduce -4.0% | 47,272 | $11.2M |
| Red Wave Investments LLC | 3.90% | Reduce -3.0% | 47,101 | $11.2M |
| Robertson Stephens Wealth Management, LLC | 0.41% | Add +1142.2% | 46,470 | $11.1M |
| PDS Planning, Inc | 0.99% | Reduce -6.7% | 46,588 | $11.1M |
| Dechtman Wealth Management, LLC | 2.26% | Add +361.6% | 46,544 | $11.0M |
| First National Corp. /Ma/ | 2.46% | Reduce -2.1% | 46,534 | $11.0M |
| Arbor Wealth Advisors LLC | 9.94% | Add +3.0% | 46,449 | $11.0M |
| Sage Mountain Advisors LLC | 0.93% | Reduce -0.9% | 46,226 | $11.0M |
| Chilton Capital Management LLC | 0.46% | Add +6.8% | 46,222 | $11.0M |
| Axiom Financial Strategies, LLC | 5.78% | Add +39.6% | 46,157 | $10.9M |
| PFG Advisors | 0.69% | Add +335.6% | 46,067 | $10.9M |
| High Note Wealth, LLC | 3.12% | Reduce -0.5% | 46,040 | $10.9M |
| Petredis Investment Advisors LLC | 1.16% | Add +1.3% | 45,982 | $10.9M |
| O'Connor Financial Group LLC | 5.70% | Add +8.9% | 45,764 | $10.9M |
| Condor Capital Management | 0.98% | Add +0.4% | 45,700 | $10.8M |
| McAdam, LLC | 0.61% | Reduce -9.2% | 45,683 | $10.8M |
| Caprock Group, LLC | 0.39% | Add +3.6% | 45,004 | $10.7M |
| Proquility Private Wealth Partners, LLC | 3.43% | Add +7.9% | 45,087 | $10.7M |
| Johnson Investment Counsel Inc. | 0.11% | Add +0.1% | 45,022 | $10.7M |
| JFG Wealth Management, LLC | 2.92% | Reduce -5.9% | 44,947 | $10.7M |
| Capital Planning LLC | 2.98% | Add +0.7% | 44,724 | $10.6M |
| VestGen Investment Management | 2.98% | Reduce -2.0% | 44,805 | $10.6M |
| Spectrum Financial Alliance Ltd LLC | 3.80% | Add +0.7% | 44,747 | $10.6M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.72% | Add +45.6% | 44,700 | $10.6M |
| Clarity Wealth Advisors, LLC | 3.07% | Add +4.7% | 44,529 | $10.6M |
| Kathmere Capital Management, LLC | 0.99% | Add +10.7% | 44,516 | $10.6M |
| Orgel Wealth Management, LLC | 0.26% | Reduce -8.2% | 44,201 | $10.5M |
| CoreCap Advisors, LLC | 0.49% | New | 44,194 | $10.5M |
| Focused Wealth Management, Inc | 1.41% | Add +2.6% | 44,091 | $10.5M |
| Manning & Napier Advisors LLC | 0.11% | Add +1.2% | 43,961 | $10.4M |
| Fee-Only Financial Planning, L.C. | 6.67% | Add +0.3% | 43,914 | $10.4M |
| Kestra Private Wealth Services, LLC | 0.19% | Add +14.9% | 43,336 | $10.3M |
| Principal Securities, Inc. | 0.25% | Add +82.0% | 43,173 | $10.2M |
| Bear Mountain Capital, Inc. | 4.04% | Reduce -0.2% | 42,617 | $10.2M |
| Steph & Co. | 3.22% | Reduce -1.1% | 42,622 | $10.1M |
| JDM Financial Group LLC | 5.48% | Add +10.9% | 42,528 | $10.1M |
| Evolution Wealth Advisors, LLC | 1.82% | Add +0.3% | 42,517 | $10.1M |
| Vawter Financial, Ltd. | 6.15% | Add +1.7% | 42,444 | $10.1M |
| Trust Co of the South | 2.13% | Add +12.6% | 42,308 | $10.0M |
| Fifth Third Wealth Advisors LLC | 0.61% | Add +33.6% | 42,279 | $10.0M |
| Lokken Investment Group LLC | 4.17% | Add +2.5% | 42,185 | $10.0M |
| World Investment Advisors | 0.31% | Add +77.3% | 42,173 | $10.0M |
| Parkside Advisors LLC | 2.37% | Reduce -0.4% | 41,942 | $10.0M |
| TD Capital Management LLC | 1.00% | Reduce -0.4% | 42,021 | $10.0M |
| Peddock Capital Advisors, LLC | 2.39% | Add +7.4% | 41,953 | $10.0M |
| Cherry Tree Wealth Management, LLC | 2.35% | Reduce -0.3% | 41,710 | $9.9M |
| Gray Wealth Management Inc. | 3.91% | Add +3.5% | 41,698 | $9.9M |
| Compass Ion Advisors, LLC | 1.21% | Reduce -5.5% | 41,662 | $9.9M |
| NorthCoast Asset Management LLC | 0.07% | Add +42.4% | 47,463 | $9.7M |
| NORTHSTAR ASSET MANAGEMENT Co | 2.22% | Reduce -1.1% | 40,884 | $9.7M |
| Nicolet Advisory Services, LLC | 0.91% | Add +1.0% | 41,339 | $9.7M |
| Frontier Asset Management, LLC | 3.20% | Add +2.6% | 40,710 | $9.7M |
| Circle Wealth Management, LLC | 0.21% | No change | 40,671 | $9.6M |
| Ashton Thomas Private Wealth, LLC | 0.51% | Add +1.3% | 40,607 | $9.6M |
| Compass Financial Group, Inc. | 4.45% | Add +1.0% | 40,585 | $9.6M |
| Perigon Wealth Management, LLC | 0.25% | Reduce -36.2% | 39,488 | $9.4M |
| Culbertson A N & Co. Inc. | 1.51% | Add +3.4% | 39,470 | $9.4M |
| Spire Wealth Management | 0.32% | Reduce -5.7% | 39,464 | $9.4M |
| Kearns & Associates LLC | 6.17% | Add +1.0% | 39,458 | $9.4M |
| Mason & Associates, LLC | 2.85% | Add +2.6% | 39,306 | $9.3M |
| Evergreen Capital Management LLC | 0.31% | Add +2.6% | 38,978 | $9.3M |
| Webster Bank, N. A. | 0.99% | Add +1.3% | 39,088 | $9.3M |
| QRG Capital Management, Inc. | 0.10% | Add +44.1% | 39,055 | $9.3M |
| Smith & Howard Wealth Management, LLC | 2.60% | Add +1.4% | 39,001 | $9.3M |
| Beacon Financial Strategies CORP | 6.30% | Reduce -1.4% | 38,977 | $9.2M |
| Capital Group Private Client Services, Inc. | 0.09% | Add +1.9% | 38,885 | $9.2M |
| Summit Global Investments | 0.59% | Add +109.0% | 38,731 | $9.2M |
| Curran Financial Partners, LLC | 2.60% | Add +5.5% | 38,517 | $9.1M |
| BlueSky Wealth Advisors, LLC | 1.42% | Reduce -0.9% | 38,492 | $9.1M |
| Peninsula Wealth, LLC | 1.59% | Reduce -2.7% | 37,634 | $9.1M |
| Horizons Wealth Management | 7.06% | Reduce -0.8% | 38,426 | $9.1M |
| Sand Hill Global Advisors, LLC | 0.38% | Reduce -6.0% | 38,273 | $9.1M |
| Townsquare Capital LLC | 0.11% | Add +27.4% | 38,047 | $9.0M |
| Bray Capital Advisors | 2.21% | Reduce -4.0% | 37,958 | $9.0M |
| TD Private Client Wealth LLC | 0.26% | Add +16.7% | 37,667 | $8.9M |
| Diversify Wealth Management, LLC | 0.86% | Add +18.4% | 37,731 | $8.9M |
| DORVAL Corp | 3.66% | Add +0.6% | 38,158 | $8.9M |
| Florida Trust Wealth Management Co | 0.28% | Reduce -1.5% | 37,148 | $8.8M |
| Ballentine Partners, LLC | 0.15% | Reduce -1.3% | 37,119 | $8.8M |
| Benchmark Wealth Management, LLC | 4.34% | Add +3.2% | 37,059 | $8.8M |
| Americana Partners, LLC | 0.60% | New | 37,026 | $8.8M |
| Allworth Financial LP | 0.05% | Reduce -2.1% | 36,771 | $8.7M |
| Concurrent Investment Advisors, LLC | 0.26% | Add +74.5% | 36,234 | $8.6M |
| CSM Advisors, LLC | 0.56% | Add +1.8% | 36,136 | $8.6M |
| Brick & Kyle, Associates | 3.69% | Reduce -0.9% | 36,137 | $8.6M |
| Empower Advisory Group, LLC | 0.03% | Add +0.3% | 36,034 | $8.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.73% | Add +20.9% | 35,929 | $8.5M |
| Lazard Asset Management LLC | 0.01% | No change | 35,918 | $8.5M |
| WESCAP Management Group, Inc. | 2.12% | Add +2.5% | 35,762 | $8.5M |
| US Financial Advisors, LLC | 2.64% | Reduce -2.0% | 35,747 | $8.5M |
| Nwam LLC | 0.51% | New | 35,434 | $8.4M |
| Gilman Hill Asset Management, LLC | 1.40% | Reduce -4.6% | 35,312 | $8.4M |
| Exencial Wealth Advisors, LLC | 0.30% | Reduce -6.0% | 35,200 | $8.3M |
| Bailard, Inc. | 0.22% | No change | 35,132 | $8.3M |
| Sandy Cove Advisors, LLC | 3.38% | Add +2.4% | 34,976 | $8.3M |
| Waverly Advisors, LLC | 0.15% | Reduce -3.3% | 34,792 | $8.3M |
| Fonville Wealth Management LLC | 2.85% | Reduce -3.0% | 34,684 | $8.2M |
| Wambolt & Associates, LLC | 2.26% | Add +17.7% | 35,037 | $8.2M |
| Hoge Financial Services, LLC | 6.18% | Reduce -1.6% | 34,614 | $8.2M |
| Cornerstone National Bank & Trust Co | 3.69% | Add +5.1% | 34,444 | $8.2M |
| Waller Financial Planning Group, Inc. | 2.03% | Reduce -0.7% | 34,441 | $8.2M |
| Sawgrass Asset Management LLC | 0.85% | Reduce -3.5% | 34,410 | $8.2M |
| Praetorian Wealth Management, Inc. | 2.03% | Reduce -0.6% | 34,292 | $8.1M |
| Rinkey Investments | 2.63% | New | 34,232 | $8.1M |
| GoalVest Advisory LLC | 2.33% | Add +4.7% | 34,136 | $8.1M |
| Warwick Investment Management, Inc. | 1.92% | Add +0.1% | 34,063 | $8.1M |
| Chesley Taft & Associates LLC | 0.38% | Add +6.1% | 33,976 | $8.1M |
| Black Diamond Financial, LLC | 1.36% | Reduce -0.5% | 33,871 | $8.0M |
| Harbor Advisory Corp. | 2.62% | Add +0.8% | 33,802 | $8.0M |
| Integral Investment Advisors, Inc. | 2.18% | Add +44.7% | 33,790 | $8.0M |
| James J. Burns & Company, LLC | 1.44% | Add +8.7% | 33,605 | $8.0M |
| Auto-Owners Insurance Co | 0.20% | No change | 33,598 | $8.0M |
| Dynasty Wealth Management, LLC | 0.24% | Add +1.6% | 33,518 | $8.0M |
| Bridges Investment Management Inc. | 0.11% | Add +0.1% | 32,903 | $7.8M |
| Howard Wealth Management, LLC | 4.53% | Add +2.6% | 32,818 | $7.8M |
| Logan Capital Management Inc. | 0.32% | Add +0.7% | 32,747 | $7.8M |
| TriaGen Wealth Management LLC | 2.60% | Add +4.8% | 32,672 | $7.8M |
| Arkos Global Advisors | 1.12% | Reduce -0.8% | 32,447 | $7.7M |
| Dunhill Financial, LLC | 3.95% | Add +41.3% | 32,417 | $7.7M |
| Crestwood Advisors Group, LLC | 0.15% | Reduce -1.0% | 32,377 | $7.7M |
| Beirne Wealth Consulting Services, LLC | 2.68% | Add +25.3% | 32,052 | $7.6M |
| Rwa Wealth Partners, LLC | 0.10% | Add +11.2% | 32,126 | $7.6M |
| Leeward Financial Partners, LLC | 2.87% | Add +2.1% | 32,029 | $7.6M |
| Johnson Bixby & Associates, LLC | 1.16% | Reduce -0.4% | 32,008 | $7.6M |
| Fi3 FINANCIAL ADVISORS, LLC | 3.00% | Reduce -1.8% | 31,860 | $7.6M |
| Magnolia Capital Advisors LLC | 3.77% | Reduce -10.3% | 31,800 | $7.5M |
| Family Investment Center, Inc. | 1.89% | Reduce -1.9% | 31,799 | $7.5M |
| Haverford Trust Co | 0.07% | Add +0.9% | 31,780 | $7.5M |
| Ancora Advisors LLC | 0.17% | Add +0.2% | 31,684 | $7.5M |
| &partners | 0.15% | Add +33.4% | 31,721 | $7.5M |
| J.W. Cole Advisors, Inc. | 0.31% | Reduce -2.4% | 31,545 | $7.5M |
| Drucker Wealth 3.0, LLC | 1.79% | Add +31.3% | 31,339 | $7.4M |
| Oldfather Financial Services, LLC | 2.86% | Reduce -0.3% | 31,315 | $7.4M |
| Cambridge Advisors Inc. | 1.62% | Add +4.9% | 31,200 | $7.4M |
| Waypoint Capital Advisors, LLC | 1.57% | Reduce -1.2% | 31,164 | $7.4M |
| Fiduciary Trust Co | 0.10% | Add +157.9% | 31,069 | $7.4M |
| Global Retirement Partners, LLC | 0.22% | Reduce -12.6% | 30,766 | $7.3M |
| Latigo Investments, LLC | 3.55% | No change | 30,671 | $7.3M |
| Colony Family Offices, LLC | 2.26% | Add +24.4% | 30,542 | $7.3M |
| BTG Pactual Asset Management US LLC | 1.05% | New | 30,444 | $7.2M |
| Raymond James Trust N.A. | 0.16% | Add +9.8% | 30,361 | $7.2M |
| Valmark Advisers, Inc. | 0.11% | Add +5.7% | 30,340 | $7.2M |
| Manchester Capital Management LLC | 0.84% | Reduce -1.6% | 30,141 | $7.1M |
| Rehmann Capital Advisory Group | 0.47% | Add +0.1% | 30,076 | $7.1M |
| Edge Capital Group, LLC | 0.31% | Add +0.9% | 29,745 | $7.1M |
| Capital Management Associates, Inc | 2.83% | Reduce -1.9% | 29,248 | $6.9M |
| McNamara Financial Services, Inc. | 1.36% | Add +1.4% | 29,101 | $6.9M |
| RW Investment Management LLC | 0.86% | Add +19.8% | 29,034 | $6.9M |
| Annapolis Financial Services, LLC | 2.04% | Reduce -6.3% | 28,985 | $6.9M |
| Old Mission Investment Co LLC | 2.11% | Reduce -0.3% | 28,958 | $6.9M |
| Family Wealth Partners, LLC | 3.51% | Reduce -1.4% | 28,934 | $6.9M |
| NavPoint Financial, Inc. | 5.53% | Add +0.3% | 28,918 | $6.9M |
| Prosperitas Financial LLC | 3.67% | Add +53.6% | 28,714 | $6.8M |
| Financial Counselors Inc. | 0.10% | Add +3.9% | 28,643 | $6.8M |
| Fishman Jay A Ltd. | 0.66% | Reduce -4.0% | 28,110 | $6.7M |
| Abacus Planning Group, Inc. | 1.19% | Reduce -1.7% | 28,082 | $6.7M |
| Ameritas Investment Partners, Inc. | 0.22% | Add +4.3% | 28,052 | $6.7M |
| Stratos Wealth Advisors, LLC | 0.30% | Add +6.3% | 27,969 | $6.6M |
| Mitchell McLeod Pugh & Williams Inc. | 1.36% | Add +13.1% | 27,571 | $6.5M |
| Ruggaard & Associates LLC | 2.84% | Add +2.6% | 27,514 | $6.5M |
| Franklin Resources Inc. | 0.00% | Reduce -1.0% | 27,117 | $6.5M |
| Synovus Financial Corp. | 0.08% | Add +89.2% | 27,446 | $6.5M |
| AE Wealth Management LLC | 0.06% | Reduce -1.6% | 27,173 | $6.4M |
| Farrell Financial LLC | 4.52% | Add +0.3% | 25,258 | $6.4M |
| Evercore Wealth Management, LLC | 0.10% | No change | 26,833 | $6.4M |
| Level Four Advisory Services, LLC | 0.27% | Add +93.2% | 26,958 | $6.4M |
| Private Portfolio Partners LLC | 1.18% | New | 26,648 | $6.3M |
| Roundview Capital LLC | 0.46% | Add +30.6% | 26,622 | $6.3M |
| Bokf, NA | 0.11% | Add +2.3% | 26,972 | $6.3M |
| Cozad Asset Management Inc. | 0.60% | Reduce -0.7% | 26,577 | $6.3M |
| Penney Financial, LLC | 4.30% | Reduce -1.1% | 26,564 | $6.3M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.62% | Reduce -1.3% | 26,449 | $6.3M |
| Creekside Partners | 3.22% | Reduce -2.7% | 26,269 | $6.2M |
| Evolution Advisers, Inc. | 3.39% | Reduce -2.3% | 26,268 | $6.2M |
| Sovereign Financial Group, Inc. | 1.46% | Add +8.0% | 26,253 | $6.2M |
| Bernardo Wealth Planning LLC | 1.50% | Add +3.7% | 25,561 | $6.2M |
| Susquehanna International Group, LLP | 0.01% | Add +78.5% | 25,988 | $6.2M |
| Sagace Wealth Management LLC | 4.75% | Add +27.1% | 25,536 | $6.1M |
| Walkner Condon Financial Advisors LLC | 1.24% | Add +2.1% | 25,663 | $6.1M |
| Signature Estate & Investment Advisors LLC | 0.14% | Add +7.0% | 25,606 | $6.1M |
| Ramiah Investment Group | 5.71% | Add +15.6% | 25,538 | $6.1M |
| Capital Advantage, Inc. | 1.16% | Add +23.6% | 25,474 | $6.0M |
| Advisor OS, LLC | 0.60% | Reduce -3.4% | 25,457 | $6.0M |
| Headinvest, LLC | 1.10% | Add +10.8% | 24,988 | $5.9M |
| White Lighthouse Investment Management Inc. | 1.06% | Reduce -1.2% | 24,882 | $5.9M |
| Brightwater Advisory LLC | 4.34% | Reduce -1.4% | 24,852 | $5.9M |
| Prudential Financial Inc. | 0.01% | Add +5.3% | 24,846 | $5.9M |
| Cadent Capital Advisors, LLC | 2.00% | Add +4.7% | 24,815 | $5.9M |
| First PREMIER Bank | 1.46% | Reduce -1.1% | 24,771 | $5.9M |
| First Merchants Corp. | 0.22% | Reduce -0.1% | 24,655 | $5.8M |
| Gill Capital Partners, LLC | 2.07% | Add +9.8% | 24,321 | $5.8M |
| Larson Financial Group LLC | 0.33% | Reduce -9.9% | 24,319 | $5.8M |
| Bond & Devick Financial Network, Inc. | 2.43% | Reduce -34.8% | 24,004 | $5.7M |
| Arcadia Wealth Management, LLC | 2.99% | Add +6.9% | 23,975 | $5.7M |
| Sowell Financial Services LLC | 0.26% | Add +103.5% | 23,889 | $5.7M |
| WASHINGTON TRUST Co | 0.20% | Reduce -0.2% | 23,826 | $5.7M |
| Brooklyn FI, LLC | 1.99% | Reduce -3.7% | 23,762 | $5.6M |
| Quest Investment Management LLC | 0.66% | Reduce -7.9% | 23,761 | $5.6M |
| Aveo Capital Partners, LLC | 0.60% | Reduce -0.8% | 23,629 | $5.6M |
| Cary Street Partners Investment Advisory LLC | 0.21% | Add +17.9% | 23,554 | $5.6M |
| Nuveen Asset Management, LLC | 0.00% | Add +277.3% | 23,450 | $5.6M |
| Greenhouse Wealth Management, LLC | 3.74% | Add +3.4% | 23,406 | $5.6M |
| Galvin, Gaustad & Stein, LLC | 0.50% | Reduce -4.5% | 23,334 | $5.5M |
| Prepared Retirement Institute LLC | 3.35% | Add +1.4% | 23,308 | $5.5M |
| Snowden Capital Advisors LLC | 0.17% | Add +1.6% | 23,234 | $5.5M |
| American Investment Services, Inc. | 0.92% | Reduce -1.8% | 23,252 | $5.5M |
| Continuum Advisory, LLC | 0.70% | Add +2.4% | 22,008 | $5.5M |
| Asset Planning Corporation | 3.56% | Reduce -0.8% | 23,019 | $5.5M |
| Cwm, LLC | 0.02% | Reduce -1.3% | 22,882 | $5.4M |
| Mill Creek Capital Advisors, LLC | 0.13% | Add +0.5% | 22,872 | $5.4M |
| Integrated Advisors Network LLC | 0.26% | Add +2.5% | 22,828 | $5.4M |
| Mutual Advisors, LLC | 0.16% | Reduce -17.2% | 22,783 | $5.4M |
| Quaker Wealth Management, LLC | 1.96% | — | 22,588 | $5.4M |
| Prospera Financial Services Inc | 0.14% | Add +7.1% | 22,526 | $5.4M |
| Visionary Wealth Advisors | 0.32% | Reduce -13.5% | 22,385 | $5.3M |
| Texas Yale Capital Corp. | 0.23% | Add +0.5% | 22,267 | $5.3M |
| Index Fund Advisors, Inc. | 0.28% | Reduce -0.1% | 22,197 | $5.3M |
| Commerce Bank | 0.03% | Add +21.8% | 22,035 | $5.2M |
| Cypress Wealth Services, LLC | 1.08% | Reduce -2.1% | 22,034 | $5.2M |
| Beacon Financial Planning, Inc. | 3.22% | Add +11.7% | 22,010 | $5.2M |
| Grove Bank & Trust | 0.76% | Add +3.0% | 21,817 | $5.2M |
| Buck Wealth Strategies, LLC | 1.62% | Reduce -4.9% | 21,705 | $5.1M |
| Fifth Third Securities, Inc. | 0.49% | Reduce -0.5% | 21,619 | $5.1M |
| AQR Capital Management | 0.01% | Add +4.9% | 21,390 | $5.1M |
| Simon Quick Advisors, LLC | 0.32% | Add +14.0% | 21,373 | $5.1M |
| BluePointe Capital Management, LLC | 3.28% | Reduce -1.5% | 21,285 | $5.1M |
| Sage Financial Group Inc. | 0.41% | Add +1.1% | 21,308 | $5.1M |
| Better Money Decisions, LLC | 3.57% | Reduce -21.5% | 21,232 | $5.0M |
| Martel Wealth Advisors LLC | 1.03% | Add +2.1% | 21,263 | $5.0M |
| Carmichael Hill & Associates, Inc. | 1.86% | Add +17.6% | 21,198 | $5.0M |
| Certified Advisory Corp | 0.56% | Add +0.3% | 21,194 | $5.0M |
| LongView Wealth Management | 1.60% | Add +3.2% | 21,171 | $5.0M |
| Alpine Bank Wealth Management | 0.80% | — | 21,164 | $5.0M |
| Meeder Advisory Services, Inc. | 0.32% | Add +1.9% | 21,075 | $5.0M |
| Financial Futures Ltd Liability Co. | 2.86% | Reduce -1.0% | 21,032 | $5.0M |
| Wealthcare Advisory Partners LLC | 0.14% | Reduce -3.9% | 21,028 | $5.0M |
| Sandy Spring Bank | 0.20% | Add +2.3% | 20,989 | $5.0M |
| Newton One Investments LLC | 1.99% | Reduce -0.2% | 20,950 | $5.0M |
| Bay Harbor Wealth Management, LLC | 1.62% | Reduce -7.2% | 20,804 | $4.9M |
| Waldron Private Wealth LLC | 0.20% | Add +31.1% | 20,748 | $4.9M |
| Stage Harbor Financial, LLC | 4.49% | Reduce -2.5% | 20,625 | $4.9M |
| Sigma Planning Corp | 0.15% | Reduce -1.4% | 20,700 | $4.9M |
| Wilson & Boucher Capital Management, LLC | 3.37% | Add +5.6% | 20,637 | $4.9M |
| Essex Financial Services, Inc. | 0.35% | Reduce -8.3% | 20,548 | $4.9M |
| Bridgewealth Advisory Group, LLC | 1.76% | Add +9.1% | 20,440 | $4.8M |
| BIP Wealth, LLC | 0.33% | Add +12.0% | 20,354 | $4.8M |
| Balanced Wealth Group LLC | 2.13% | Reduce -0.4% | 20,326 | $4.8M |
| Pathway Financial Advisors LLC | 1.23% | Reduce -0.9% | 20,287 | $4.8M |
| JMG Financial Group, Ltd. | 0.16% | Add +3.3% | 20,164 | $4.8M |
| Waycross Investment Management Co | 4.40% | Reduce -3.9% | 20,128 | $4.8M |
| Thrive Wealth Management, LLC | 0.87% | Add +0.1% | 20,068 | $4.8M |
| Aspire Private Capital, LLC | 1.13% | Reduce -5.2% | 20,050 | $4.8M |
| WP Advisors, LLC | 1.74% | Add +0.6% | 20,017 | $4.7M |
| Salomon & Ludwin, LLC | 0.48% | Reduce -5.8% | 19,998 | $4.7M |
| Jmac Enterprises LLC | 0.76% | Add +0.9% | 19,987 | $4.7M |
| One Capital Management, LLC | 0.15% | Add +1.7% | 19,885 | $4.7M |
| IFG Advisors, LLC | 1.00% | Add +2.0% | 19,808 | $4.7M |
| SageView Advisory Group, LLC | 0.24% | Reduce -15.7% | 19,806 | $4.7M |
| Financial Insights, Inc. | 1.53% | Add +8.7% | 19,743 | $4.7M |
| Keystone Financial Group | 0.60% | New | 19,686 | $4.7M |
| Nations Financial Group Inc, /Ia/ | 0.34% | Add +125.9% | 19,564 | $4.6M |
| Thoroughbred Financial Services, LLC | 0.30% | Add +2.8% | 19,509 | $4.6M |
| Mackenzie Financial Corp. | 0.01% | Reduce -0.7% | 19,439 | $4.6M |
| Baron Silver Stevens Financial Advisors, LLC | 0.80% | Add +3.3% | 19,383 | $4.6M |
| S.A. Mason LLC | 2.44% | Add +4.4% | 19,363 | $4.6M |
| United Bank | 0.53% | Reduce -7.3% | 19,319 | $4.6M |
| McClarren Financial Advisors, Inc. | 0.57% | Add +7.5% | 54,381 | $4.6M |
| Gleason Group, Inc. | 0.83% | Add +2.4% | 19,055 | $4.5M |
| Ti-Trust, Inc. | 3.23% | Reduce -0.2% | 19,035 | $4.5M |
| Freestone Capital Holdings, LLC | 0.16% | Reduce -1.9% | 18,942 | $4.5M |
| Michelson Medical Research Foundation, Inc. | 3.16% | No change | 18,910 | $4.5M |
| First Heartland Consultants, Inc. | 0.48% | Reduce -43.5% | 18,842 | $4.5M |
| Clayton Financial Group LLC | 1.67% | Add +6.0% | 18,784 | $4.5M |
| Chris Bulman Inc | 3.02% | Reduce -15.0% | 18,720 | $4.4M |
| Roble, Belko & Company, Inc | 0.70% | Reduce -0.0% | 18,696 | $4.4M |
| Wilmington Savings Fund Society, FSB | 0.08% | Add +790.8% | 18,663 | $4.4M |
| Topel & Distasi Wealth Management, LLC | 1.83% | Reduce -2.9% | 18,641 | $4.4M |
| Silver Oak Securities, Incorporated | 0.47% | Add +72.9% | 18,670 | $4.4M |
| Claro Advisors Inc. | 0.57% | Add +6.5% | 18,605 | $4.4M |
| Magnus Financial Group LLC | 0.45% | Add +15.8% | 18,571 | $4.4M |
| Advisory Services Network, LLC | 0.09% | No change | 20,131 | $4.4M |
| Nadler Financial Group, Inc. | 0.48% | No change | 18,246 | $4.3M |
| First Bancorp, Inc | 3.00% | Add +0.3% | 18,166 | $4.3M |
| Regal Investment Advisors LLC | 0.30% | Add +1.1% | 18,159 | $4.3M |
| Keeley-Teton Advisors, LLC | 0.47% | Add +1.6% | 18,107 | $4.3M |
| Summit Wealth Partners, LLC | 0.82% | Add +1.0% | 18,017 | $4.3M |
| Peterson Wealth Advisors, LLC | 0.80% | Add +0.6% | 17,936 | $4.3M |
| Connable Office Inc. | 0.43% | Add +5.2% | 17,919 | $4.3M |
| Optimist Retirement Group LLC | 1.91% | Reduce -0.2% | 17,886 | $4.2M |
| Cornerstone Wealth Management, LLC | 0.30% | Reduce -0.5% | 17,811 | $4.2M |
| DAVENPORT & Co LLC | 0.02% | Add +4.4% | 17,784 | $4.2M |
| Financial Freedom, LLC | 2.23% | Add +2.4% | 17,765 | $4.2M |
| Pinion Investment Advisors, LLC | 1.76% | Add +7.9% | 17,763 | $4.2M |
| Allen Mooney & Barnes Investment Advisors LLC | 0.72% | Reduce -2.6% | 17,758 | $4.2M |
| Moneco Advisors, LLC | 0.52% | Reduce -0.1% | 17,719 | $4.2M |
| Calamos Wealth Management LLC | 0.22% | Add +2.0% | 17,685 | $4.2M |
| Optas, LLC | 0.96% | Add +1.7% | 17,667 | $4.2M |
| RiverGlades Family Offices LLC | 2.99% | No change | 17,597 | $4.2M |
| Warner Financial, Inc. | 1.85% | Add +5.6% | 17,572 | $4.2M |
| Cambridge Capital Management, LLC | 2.74% | Reduce -0.6% | 17,550 | $4.2M |
| Meridian Wealth Management, LLC | 0.20% | New | 17,548 | $4.2M |
| Mystic Asset Management, Inc. | 1.56% | Reduce -0.8% | 17,462 | $4.1M |
| Rareview Capital LLC | 3.09% | Add +2.5% | 17,453 | $4.1M |
| Mather Group, Llc. | 0.05% | Reduce -24.8% | 17,433 | $4.1M |
| Washington Trust Bank | 0.40% | Reduce -0.5% | 17,409 | $4.1M |
| Frazier Financial Advisors, LLC | 3.20% | Reduce -3.4% | 17,382 | $4.1M |
| Titleist Asset Management, LLC | 0.60% | Add +509.9% | 17,381 | $4.1M |
| IHT Wealth Management, LLC | 0.12% | Add +83.2% | 17,372 | $4.1M |
| PAX Financial Group, LLC | 0.74% | Reduce -2.4% | 17,358 | $4.1M |
| Ausdal Financial Partners, Inc. | 0.43% | Add +0.9% | 17,316 | $4.1M |
| Semmax Financial Advisors Inc. | 1.13% | Add +4.2% | 16,192 | $4.1M |
| Mokosak Advisory Group, LLC | 1.23% | Reduce -3.4% | 17,272 | $4.1M |
| Keybank National Association | 0.02% | Add +10.3% | 17,205 | $4.1M |
| MY Wealth Management Inc. | 4.14% | Add +1.6% | 17,199 | $4.1M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +0.5% | 17,159 | $4.1M |
| Pinnacle Financial Group, LLC / IL | 1.59% | Add +16.7% | 17,112 | $4.1M |
| Aptus Capital Advisors, LLC | 0.06% | Reduce -2.7% | 17,094 | $4.1M |
| Wealth Alliance, LLC | 0.48% | Add +1.5% | 17,081 | $4.1M |
| Harbour Investments, Inc. | 0.12% | Reduce -2.4% | 17,076 | $4.1M |
| Flputnam Investment Management Co. | 0.07% | Reduce -0.5% | 17,055 | $4.0M |
| Radnor Capital Management, LLC | 0.60% | New | 16,918 | $4.0M |
| Mayport, LLC | 1.28% | Reduce -1.3% | 16,820 | $4.0M |
| Mesirow Financial Investment Management, Inc. | 0.08% | Add +0.3% | 16,731 | $4.0M |
| Parker Financial LLC | 1.97% | Reduce -22.1% | 16,462 | $3.9M |
| GenTrust, LLC | 0.19% | Reduce -75.7% | 16,476 | $3.9M |
| Beam Wealth Advisors, Inc. | 1.19% | Add +27.1% | 16,502 | $3.9M |
| Farmers & Merchants Investments Inc. | 0.12% | Reduce -5.7% | 16,485 | $3.9M |
| First Horizon Advisors, Inc. | 0.11% | Add +3.6% | 16,456 | $3.9M |
| Mittelman Wealth Management | 2.22% | Add +598.1% | 16,454 | $3.9M |
| Lynch Asset Management, Inc. | 1.63% | Add +8.7% | 16,300 | $3.9M |
| Concourse Financial Group Securities, Inc. | 0.23% | Reduce -5.4% | 16,220 | $3.9M |
| Jacobsen Capital Management | 1.61% | Add +7.9% | 16,141 | $3.8M |
| Financial Advisory Partners, LLC | 1.25% | Add +2.5% | 15,819 | $3.8M |
| Councilor Wealth, LLC | 1.83% | Add +23.7% | 15,807 | $3.7M |
| Cabot-Wellington, LLC | 1.41% | Reduce -24.3% | 15,800 | $3.7M |
| Consolidated Portfolio Review Corp | 0.83% | Add +0.9% | 15,735 | $3.7M |
| RTD Financial Advisors, Inc. | 0.47% | Add +0.0% | 15,612 | $3.7M |
| Lindbrook Capital, LLC | 0.33% | Reduce -3.7% | 15,499 | $3.7M |
| Main Street Financial Solutions, LLC | 0.34% | Reduce -3.5% | 15,497 | $3.7M |
| First United Bank & Trust | 1.32% | Add +24.6% | 15,464 | $3.7M |
| Tompkins Financial Corp. | 0.35% | Add +18.1% | 15,439 | $3.7M |
| Ironwood Investment Counsel, LLC | 0.61% | Reduce -0.1% | 15,385 | $3.6M |
| Graypoint LLC | 0.23% | Add +2.9% | 15,372 | $3.6M |
| Stonebridge Capital Advisors LLC | 0.30% | Add +28.5% | 15,352 | $3.6M |
| Mosaic Advisors LLC | 2.76% | Add +21.1% | 15,192 | $3.6M |
| Sensible Financial Planning & Management, LLC. | 0.71% | Reduce -7.1% | 15,161 | $3.6M |
| Narus Financial Partners, LLC | 1.29% | Add +7.9% | 15,153 | $3.6M |
| Signal Advisors Wealth, LLC | 0.51% | New | 15,145 | $3.6M |
| Courier Capital LLC | 0.24% | Add +0.8% | 15,068 | $3.6M |
| Focus Financial Network, Inc. | 0.15% | Reduce -0.8% | 14,945 | $3.6M |
| Ieq Capital, LLC | 0.04% | Add +8.7% | 14,957 | $3.5M |
| RFG Advisory, LLC | 0.11% | Add +137.5% | 14,940 | $3.5M |
| Stephens Consulting, LLC | 0.91% | Reduce -0.7% | 14,893 | $3.5M |
| Fiduciary Family Office, LLC | 1.16% | No change | 14,869 | $3.5M |
| HBC Financial Services, PLLC | 2.13% | No change | 14,674 | $3.5M |
| Sepio Capital, LP | 0.27% | Reduce -0.5% | 14,775 | $3.5M |
| Independent Financial Group, LLC | 0.13% | Add +2.5% | 14,768 | $3.5M |
| Glass Jacobson Investment Advisors llc | 1.16% | Add +0.6% | 14,763 | $3.5M |
| Checchi Capital Advisers, LLC | 0.26% | Reduce -0.8% | 14,702 | $3.5M |
| Lane & Associates LLC | 1.89% | Reduce -15.8% | 14,634 | $3.5M |
| Petix & Botte Co | 0.92% | Reduce -0.6% | 14,533 | $3.4M |
| Taylor & Morgan Wealth Management, LLC | 2.30% | Reduce -0.7% | 14,479 | $3.4M |
| Greenwich Wealth Management LLC | 0.23% | Add +2.1% | 14,399 | $3.4M |
| Mgo One Seven LLC | 0.15% | Add +2.6% | 14,370 | $3.4M |
| Valtinson Bruner Financial Planning LLC | 1.18% | Add +8.3% | 14,308 | $3.4M |
| Asset Dedication, LLC | 0.23% | Reduce -27.7% | 14,276 | $3.4M |
| Dakota Wealth Management | 0.08% | Add +2.0% | 14,263 | $3.4M |
| Great Point Wealth Advisors, LLC | 0.72% | No change | 14,192 | $3.4M |
| One Day In July LLC | 0.38% | Add +0.6% | 14,146 | $3.4M |
| Beacon Bridge Wealth Partners, LLC | 1.44% | Add +1.6% | 14,103 | $3.3M |
| Sequoia Financial Advisors, LLC | 0.04% | Add +17.9% | 14,098 | $3.3M |
| Meridian Financial Advisors, LLC | 2.23% | Add +0.9% | 14,077 | $3.3M |
| Objective Capital Management, LLC | 1.96% | — | 14,077 | $3.3M |
| Pinnacle Financial Partners Inc | 0.07% | Reduce -4.7% | 14,015 | $3.3M |
| Old North State Wealth Management, LLC | 1.86% | Reduce -0.5% | 13,959 | $3.3M |
| waypoint wealth counsel | 2.24% | Reduce -1.7% | 13,964 | $3.3M |
| Anderson Hoagland & Co. | 0.34% | Reduce -5.5% | 13,985 | $3.3M |
| Kathleen S. Wright Associates Inc. | 1.36% | Add +12.0% | 13,934 | $3.3M |
| Strategic Blueprint, LLC | 0.21% | Add +3.6% | 13,922 | $3.3M |
| Kingsview Wealth Management, LLC | 0.07% | Add +5.6% | 13,898 | $3.3M |
| Prevail Innovative Wealth Advisors, LLC | 1.00% | New | 13,834 | $3.3M |
| CWS Financial Advisors, LLC | 1.16% | Add +6.2% | 13,828 | $3.3M |
| Highland Capital Management, LLC | 0.19% | Add +2.0% | 13,797 | $3.3M |
| Mycio Wealth Partners, LLC | 0.75% | Add +0.2% | 13,796 | $3.3M |
| First Financial Corp. | 1.56% | Add +8.5% | 13,782 | $3.3M |
| StoneX Group Inc. | 0.24% | Add +1.9% | 13,741 | $3.3M |
| Gradient Capital Advisors, LLC | 1.08% | Add +1.4% | 13,773 | $3.3M |
| Kennicott Capital Management LLC | 1.25% | Reduce -0.1% | 13,719 | $3.3M |
| Roth Financial Partners LLC | 1.30% | Reduce -0.2% | 13,716 | $3.3M |
| Bragg Financial Advisors, Inc | 0.13% | Add +0.0% | 13,628 | $3.2M |
| West Financial Advisors, LLC | 0.62% | Add +0.1% | 13,626 | $3.2M |
| KFA Private Wealth Group, LLC | 1.54% | Reduce -18.6% | 13,597 | $3.2M |
| General Partner, Inc. | 1.99% | No change | 13,500 | $3.2M |
| Accredited Investors Inc. | 0.18% | Add +0.2% | 13,479 | $3.2M |
| Frank, Rimerman Advisors LLC | 0.23% | No change | 13,477 | $3.2M |
| Orrstown Financial Services Inc. | 0.94% | Reduce -6.8% | 13,473 | $3.2M |
| Argent Financial Group, Inc. | 0.38% | — | 13,429 | $3.2M |
| Great Lakes Advisors, LLC | 0.03% | No change | 13,421 | $3.2M |
| Ascent Group, LLC | 0.24% | Reduce -4.5% | 13,402 | $3.2M |
| D'Orazio & Associates, Inc. | 0.45% | Reduce -34.8% | 13,324 | $3.2M |
| Acorn Wealth Advisors, LLC | 1.35% | Add +0.7% | 13,214 | $3.1M |
| West Bancorporation Inc. | 2.09% | Reduce -2.8% | 13,206 | $3.1M |
| PCA Investment Advisory Services Inc. | 1.47% | Add +0.7% | 13,182 | $3.1M |
| Paragon Capital Management Inc. | 2.30% | Reduce -1.0% | 13,145 | $3.1M |
| SOL Capital Management CO | 0.34% | Reduce -2.3% | 13,028 | $3.1M |
| Valeo Financial Advisors, LLC | 0.09% | Reduce -5.5% | 12,997 | $3.1M |
| Investment Research & Advisory Group, Inc. | 1.30% | Reduce -1.1% | 12,976 | $3.1M |
| Phillips Financial Management, LLC | 0.24% | Add +1.1% | 12,964 | $3.1M |
| Watts Gwilliam & Co., LLC | 0.67% | — | 13,068 | $3.1M |
| Elevated Capital Advisors, LLC | 0.81% | Reduce -1.9% | 12,909 | $3.1M |
| IFP Advisors, Inc | 0.11% | Reduce -2.7% | 12,904 | $3.1M |
| Welch & Forbes LLC | 0.04% | Add +1.9% | 12,888 | $3.1M |
| Wade Financial Advisory, Inc | 1.03% | Reduce -1.0% | 12,881 | $3.1M |
| Verum Partners LLC | 0.89% | Reduce -0.4% | 12,826 | $3.0M |
| Brand Asset Management Group, Inc. | 1.17% | Reduce -0.8% | 12,643 | $3.0M |
| AdvisorNet Financial, Inc | 0.22% | Add +30.9% | 12,614 | $3.0M |
| Wells Financial Advisors INC | 4.03% | Reduce -51.0% | 12,536 | $3.0M |
| Edmond DE Rothschild Holding S.A. | 0.05% | No change | 12,500 | $3.0M |
| SOA Wealth Advisors, LLC. | 0.56% | Reduce -3.9% | 12,447 | $3.0M |
| Wesbanco Bank Inc. | 0.10% | Add +1.6% | 12,440 | $3.0M |
| Farther Finance Advisors, LLC | 0.11% | Add +109.6% | 12,429 | $2.9M |
| Columbia Asset Management | 0.51% | Add +2.2% | 12,422 | $2.9M |
| Lake Street Advisors Group, LLC | 0.14% | Reduce -4.0% | 12,382 | $2.9M |
| Alesco Advisors, LLC, An ESL Co | 0.09% | Reduce -0.2% | 12,377 | $2.9M |
| Westover Capital Advisors, LLC | 0.56% | Add +84.0% | 12,340 | $2.9M |
| Gentry Private Wealth, LLC | 2.38% | Reduce -0.2% | 12,257 | $2.9M |
| Fidelis Capital Partners, LLC | 0.34% | Add +5.3% | 12,224 | $2.9M |
| Parsons Capital Management Inc. | 0.18% | Add +14.8% | 12,183 | $2.9M |
| Smith, Moore & Co. | 0.28% | Add +1.7% | 12,180 | $2.9M |
| REAP Financial Group, LLC | 0.71% | Reduce -0.7% | 12,170 | $2.9M |
| Rebalance, LLC | 0.21% | Reduce -0.4% | 12,129 | $2.9M |
| Octavia Wealth Advisors, LLC | 0.35% | Add +1.4% | 12,083 | $2.9M |
| CW Advisors, LLC | 0.04% | Add +65.9% | 12,115 | $2.9M |
| Cynosure Group, LLC | 0.42% | Add +51.6% | 12,110 | $2.9M |
| Diversified Trust Co. | 0.07% | Add +1.2% | 12,102 | $2.9M |
| Marble Harbor Investment Counsel, LLC | 0.31% | Add +0.8% | 12,065 | $2.9M |
| Flagstar Securities, Inc. | 0.72% | Add +2.3% | 11,958 | $2.8M |
| Orin Green Financial, LLC | 1.21% | Add +0.5% | 11,849 | $2.8M |
| Barrett & Company, Inc. | 1.22% | Add +17.0% | 11,849 | $2.8M |
| Fiera Capital Corp | 0.01% | Add +0.6% | 11,821 | $2.8M |
| Gibson Wealth Advisors LLC | 2.28% | Add +0.2% | 11,807 | $2.8M |
| Paulson Wealth Management Inc. | 0.75% | Reduce -16.7% | 11,777 | $2.8M |
| Tortoise Investment Management, LLC | 0.29% | Reduce -0.2% | 11,752 | $2.8M |
| Monument Group Wealth Advisors, LLC | 1.67% | No change | 11,744 | $2.8M |
| Sei Investments Co. | 0.00% | Reduce -0.3% | 11,688 | $2.8M |
| D. E. Shaw & Co. | 0.00% | Reduce -41.1% | 11,621 | $2.8M |
| Cordant, Inc. | 1.41% | Add +2.0% | 11,594 | $2.8M |
| CWA Asset Management Group, LLC | 0.15% | — | 11,536 | $2.7M |
| Dorsey & Whitney Trust CO LLC | 0.14% | Add +0.7% | 11,423 | $2.7M |
| Ariston Services Group | 2.35% | Reduce -1.2% | 11,402 | $2.7M |
| Heritage Wealth Partners, LLC | 3.17% | New | 11,357 | $2.7M |
| Williams Jones Wealth Management, LLC. | 0.03% | Add +5.3% | 11,356 | $2.7M |
| TFC Financial Management, Inc. | 0.42% | Reduce -1.2% | 11,250 | $2.7M |
| SkyOak Wealth, LLC | 0.59% | Add +1.2% | 11,218 | $2.7M |
| N.E.W. Advisory Services LLC | 0.26% | Add +7.2% | 11,183 | $2.7M |
| Financial Advocates Investment Management | 0.15% | Reduce -0.4% | 11,182 | $2.7M |
| Procyon Advisors, LLC | 0.18% | Reduce -1.5% | 11,145 | $2.6M |
| Cranbrook Wealth Management, LLC | 0.60% | Reduce -4.2% | 11,088 | $2.6M |
| Hummer Financial Advisory Services Inc | 2.07% | Reduce -1.1% | 11,047 | $2.6M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.40% | Reduce -53.1% | 11,076 | $2.6M |
| Klingman & Associates, LLC | 0.16% | Reduce -0.3% | 11,072 | $2.6M |
| JFS Wealth Advisors, LLC | 0.17% | Add +1949.1% | 10,983 | $2.6M |
| Joseph P. Lucia & Associates, LLC | 1.20% | Add +15.4% | 10,979 | $2.6M |
| Apollon Wealth Management, LLC | 0.07% | Add +1.4% | 10,975 | $2.6M |
| Life Planning Partners, Inc | 2.32% | Reduce -0.9% | 10,961 | $2.6M |
| Simmons Bank | 0.19% | Reduce -1.3% | 10,956 | $2.6M |
| Tanager Wealth Management LLP | 0.35% | Reduce -1.2% | 10,917 | $2.6M |
| Sfm, LLC | 1.92% | Reduce -2.9% | 10,788 | $2.6M |
| Evermay Wealth Management LLC | 0.41% | Reduce -2.7% | 10,760 | $2.6M |
| STAR Financial Bank | 1.72% | Reduce -9.7% | 10,773 | $2.6M |
| Carr Financial Group Corp | 0.76% | Add +25.6% | 10,762 | $2.6M |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 2.54% | Add +7.3% | 10,725 | $2.5M |
| Eagle Strategies LLC | 0.46% | Add +251.7% | 10,722 | $2.5M |
| Goelzer Investment Management, Inc. | 0.14% | Reduce -2.4% | 10,707 | $2.5M |
| McKinley Carter Wealth Services, Inc. | 0.15% | Reduce -9.7% | 10,650 | $2.5M |
| Graves Light Lenhart Wealth, Inc. | 0.31% | Reduce -4.5% | 10,648 | $2.5M |
| Boston Research & Management Inc. | 0.59% | Reduce -0.3% | 10,619 | $2.5M |
| Krilogy Financial LLC | 0.17% | New | 10,587 | $2.5M |
| Brio Consultants, LLC | 0.40% | Add +13.5% | 10,581 | $2.5M |
| Gainplan LLC | 1.18% | Add +1.2% | 11,474 | $2.5M |
| SWP Financial LLC | 1.53% | Add +0.2% | 10,536 | $2.5M |
| Stock Yards Bank & Trust Co. | 0.08% | Reduce -4.7% | 10,524 | $2.5M |
| Kelleher Financial Advisors | 0.95% | Add +2.6% | 10,514 | $2.5M |
| BTC Capital Management, Inc. | 0.22% | No change | 10,491 | $2.5M |
| Moisand Fitzgerald Tamayo, LLC | 0.34% | Reduce -1.3% | 10,479 | $2.5M |
| Mitchell Sinkler & Starr | 0.62% | Add +24.1% | 13,254 | $2.5M |
| Family Capital Management, Inc. | 1.59% | Add +3.4% | 10,433 | $2.5M |
| Strategies Wealth Advisors, LLC | 0.33% | Add +0.1% | 10,426 | $2.5M |
| Kingswood Wealth Advisors, LLC | 0.18% | Reduce -54.6% | 10,377 | $2.5M |
| Peoples Financial Services Corp. | 1.12% | Add +1.3% | 10,376 | $2.5M |
| Oxford Financial Group, LTD. LLC | 0.16% | No change | 10,320 | $2.4M |
| Modus Advisors, LLC | 0.80% | Reduce -13.1% | 10,299 | $2.4M |
| Viewpoint Capital Management LLC | 1.36% | No change | 10,280 | $2.4M |
| Embree Financial Group | 0.43% | Add +1.4% | 10,256 | $2.4M |
| Brickley Wealth Management | 0.50% | Reduce -0.4% | 10,250 | $2.4M |
| Boyd Wealth Management, LLC | 1.22% | Reduce -3.0% | 10,152 | $2.4M |
| Strategic Family Wealth Counselors, L.L.C. | 0.84% | Reduce -1.5% | 10,080 | $2.4M |
| Traveka Wealth, LLC | 1.21% | No change | 10,076 | $2.4M |
| SouthState Bank Corp | 0.16% | Reduce -1.4% | 10,013 | $2.4M |
| MassMutual Private Wealth & Trust, FSB | 0.07% | Reduce -8.0% | 10,010 | $2.4M |
| Stone Summit Wealth LLC | 0.76% | Add +6.1% | 9,940 | $2.4M |
| Principle Wealth Partners LLC | 0.17% | Add +3.3% | 9,930 | $2.4M |
| SigFig Wealth Management, LLC | 0.09% | Reduce -12.4% | 9,936 | $2.4M |
| Vontobel Holding Ltd. | 0.01% | Reduce -1.2% | 9,899 | $2.3M |
| Security Financial Services, INC. | 0.47% | Reduce -0.3% | 9,830 | $2.3M |
| Washington Trust Advisors, Inc. | 0.20% | Add +5.8% | 9,809 | $2.3M |
| Legacy Edge Advisors, LLC | 0.37% | Add +2.5% | 9,719 | $2.3M |
| Debussy Capital Management LP | 0.67% | Reduce -2.4% | 9,686 | $2.3M |
| TFB Advisors LLC | 0.68% | Add +13.9% | 9,686 | $2.3M |
| Encompass Wealth Advisors, LLC | 0.58% | Add +3.0% | 9,681 | $2.3M |
| Investment Advisory Group, LLC | 0.80% | Add +12.3% | 9,669 | $2.3M |
| Wealthspan Partners, LLC | 1.13% | Add +1.5% | 9,623 | $2.3M |
| Marquette Asset Management, LLC | 0.36% | Reduce -3.2% | 9,618 | $2.3M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.56% | Reduce -0.5% | 9,620 | $2.3M |
| Destiny Wealth Partners, LLC | 0.40% | Reduce -0.1% | 9,606 | $2.3M |
| Creative Financial Designs Inc. | 0.19% | Add +13.6% | 9,576 | $2.3M |
| Liberty Wealth Management LLC | 0.38% | Add +1.9% | 9,545 | $2.3M |
| Wiser Advisor Group LLC | 3.37% | Reduce -4.4% | 9,530 | $2.3M |
| Westside Investment Management, Inc. | 0.48% | Add +0.5% | 9,627 | $2.3M |
| Transcend Capital Advisors, LLC | 0.15% | Add +12.3% | 9,489 | $2.3M |
| Schrum Private Wealth Management LLC | 1.16% | Add +170.2% | 9,462 | $2.2M |
| Performance Wealth Partners, LLC | 0.08% | Add +10.6% | 9,442 | $2.2M |
| FinDec Wealth Services, Inc. | 1.28% | Add +0.1% | 9,328 | $2.2M |
| Columbus Macro, LLC | 0.80% | Add +1.3% | 9,299 | $2.2M |
| Scotia Capital Inc. | 0.01% | Add +51.2% | 9,282 | $2.2M |
| New England Private Wealth Advisors LLC | 0.35% | Add +0.4% | 9,180 | $2.2M |
| Horizon Family Wealth, Inc. | 1.55% | Add +0.6% | 9,139 | $2.2M |
| CGN Advisors LLC | 0.22% | Add +4.9% | 9,131 | $2.2M |
| Fort Point Capital Partners LLC | 0.27% | Add +0.8% | 9,127 | $2.2M |
| Conning Inc. | 0.07% | No change | 9,084 | $2.2M |
| Market Street Wealth Management Advisors LLC | 0.35% | Reduce -1.9% | 9,051 | $2.1M |
| Greenup Street Wealth Management LLC | 0.44% | Add +10.1% | 8,964 | $2.1M |
| Affinity Capital Advisors, LLC | 0.41% | Reduce -6.9% | 8,856 | $2.1M |
| Berger Financial Group, Inc | 0.15% | Reduce -12.7% | 8,811 | $2.1M |
| Brighton Jones LLC | 0.08% | Reduce -25.6% | 8,778 | $2.1M |
| Smith Anglin Financial, LLC | 0.20% | Reduce -0.1% | 8,774 | $2.1M |
| Ritholtz Wealth Management | 0.06% | Add +14.3% | 8,773 | $2.1M |
| Onyx Bridge Wealth Group LLC | 0.31% | Add +0.1% | 8,761 | $2.1M |
| McLean Asset Management Corp | 0.62% | Add +0.3% | 8,727 | $2.1M |
| Fulton Bank, N.A. | 0.08% | Add +6.4% | 8,654 | $2.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +2.4% | 8,619 | $2.0M |
| AlTi Global, Inc. | 0.05% | Add +16.2% | 8,571 | $2.0M |
| Pine Valley Investments Ltd Liability Co | 0.14% | Reduce -4.4% | 8,588 | $2.0M |
| jvl associates llc | 0.78% | Add +0.0% | 8,507 | $2.0M |
| Vicus Capital | 0.18% | Add +0.4% | 8,448 | $2.0M |
| Morton Brown Family Wealth, LLC | 0.71% | Reduce -0.2% | 8,433 | $2.0M |
| Wealthspire Retirement, LLC | 0.16% | Reduce -6.3% | 8,405 | $2.0M |
| MA Private Wealth | 0.37% | Reduce -24.5% | 8,386 | $2.0M |
| Marshall Financial Group, LLC | 0.47% | Reduce -4.8% | 8,360 | $2.0M |
| City State Bank | 0.72% | Add +12.2% | 8,329 | $2.0M |
| Cahill Financial Advisors Inc. | 0.27% | Reduce -7.9% | 8,325 | $2.0M |
| Ridgewood Investments LLC | 0.98% | Reduce -21.1% | 8,286 | $2.0M |
| Axiom Advisory, LLC | 0.02% | Add +2.0% | 8,639 | $2.0M |
| Savvy Advisors, Inc. | 0.40% | Reduce -28.9% | 8,253 | $2.0M |
| Wedbush Securities Inc. | 0.07% | Add +16.3% | 8,246 | $2.0M |
| Geneos Wealth Management Inc. | 0.07% | Add +313.0% | 8,231 | $2.0M |
| Arrowroot Family Office, LLC | 1.14% | Reduce -2.6% | 8,224 | $2.0M |
| Callan Capital, LLC | 0.14% | Add +4.4% | 8,190 | $1.9M |
| Beaird Harris Wealth Management, LLC | 0.17% | No change | 8,179 | $1.9M |
| Perennial Investment Advisors, LLC | 0.25% | Reduce -25.4% | 8,149 | $1.9M |
| Tarbox Family Office, Inc. | 0.32% | Reduce -5.4% | 8,129 | $1.9M |
| Sax Wealth Advisors, LLC | 0.17% | Add +15.0% | 8,098 | $1.9M |
| Hiley Hunt Wealth Management | 1.10% | Reduce -1.0% | 8,069 | $1.9M |
| Revolve Wealth Partners, LLC | 0.29% | Reduce -16.0% | 8,021 | $1.9M |
| Private Client Services, LLC | 1.02% | Add +5.8% | 8,006 | $1.9M |
| Peak Asset Management, LLC | 0.36% | Reduce -5.1% | 7,981 | $1.9M |
| JNBA Financial Advisors | 0.19% | Reduce -8.5% | 7,957 | $1.9M |
| Wick Capital Partners, LLC | 0.61% | Reduce -6.3% | 7,951 | $1.9M |
| Argonautica Private Wealth Management, Inc. | 0.63% | Add +2.0% | 7,947 | $1.9M |
| MIdWestOne Financial Group, Inc. | 0.26% | Reduce -4.7% | 7,858 | $1.9M |
| Collective Family Office LLC | 0.51% | Reduce -1.3% | 7,852 | $1.9M |
| Precision Wealth Strategies, LLC | 1.72% | Add +53.5% | 7,835 | $1.9M |
| Sachem Hill LLC | 0.38% | Reduce -5.6% | 7,833 | $1.9M |
| MidAtlantic Capital Management, Inc. | 1.36% | Add +6.2% | 7,826 | $1.9M |
| Canal Capital Management, LLC | 0.30% | No change | 7,822 | $1.9M |
| MADDEN SECURITIES Corp | 0.80% | Add +1.7% | 7,815 | $1.9M |
| First National Bank of Omaha | 0.12% | No change | 7,814 | $1.9M |
| Soltis Investment Advisors LLC | 0.18% | Add +0.1% | 7,803 | $1.9M |
| Duncker Streett & Co. Inc. | 0.34% | Add +2.3% | 7,794 | $1.8M |
| Maryland Capital Advisors Inc. | 0.89% | Reduce -1.6% | 7,762 | $1.8M |
| Trust Co. of Vermont | 0.09% | Add +0.1% | 7,741 | $1.8M |
| Camelot Portfolios, LLC | 1.81% | Reduce -18.2% | 7,730 | $1.8M |
| Investment Partners, LTD. | 0.76% | Reduce -4.1% | 7,721 | $1.8M |
| Sweet Financial Partners, LLC | 0.40% | No change | 7,715 | $1.8M |
| Hunter Associates Investment Management LLC | 0.28% | Add +5.1% | 7,729 | $1.8M |
| Dimension Capital Management LLC | 0.34% | Add +0.3% | 7,645 | $1.8M |
| Capital Analysts, LLC | 0.07% | Add +3.5% | 7,566 | $1.8M |
| Highline Wealth Partners LLC | 0.60% | Reduce -12.7% | 7,545 | $1.8M |
| First National Trust Co | 0.07% | Reduce -0.4% | 7,518 | $1.8M |
| Retirement Planning Co of New England, Inc. | 0.89% | Reduce -0.4% | 7,501 | $1.8M |
| Proffitt & Goodson Inc. | 0.29% | Reduce -66.7% | 7,495 | $1.8M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.50% | Reduce -0.3% | 7,432 | $1.8M |
| Canandaigua National Trust Co of Florida | 1.52% | — | 7,447 | $1.8M |
| Argent Trust Co | 0.07% | Reduce -0.3% | 7,431 | $1.8M |
| AlphaStar Capital Management, LLC | 0.14% | Add +0.7% | 7,426 | $1.8M |
| Lee Financial Co | 0.25% | Add +0.0% | 7,414 | $1.8M |
| ETF Portfolio Partners, Inc. | 0.52% | Add +0.4% | 7,419 | $1.8M |
| Beacon Financial Group | 0.19% | No change | 7,395 | $1.8M |
| Dentgroup LLC | 1.31% | Reduce -3.1% | 7,389 | $1.8M |
| Trinity Financial Advisors LLC | 0.78% | Reduce -14.7% | 9,600 | $1.8M |
| Hohimer Wealth Management, LLC | 0.38% | Add +1.6% | 7,364 | $1.7M |
| Essex Bank | 0.43% | Reduce -0.2% | 7,349 | $1.7M |
| TCI Wealth Advisors, Inc. | 0.15% | Reduce -0.1% | 7,340 | $1.7M |
| New England Asset Management Inc. | 0.28% | No change | 7,340 | $1.7M |
| Squire Investment Management Company, LLC | 0.83% | Add +8.3% | 7,333 | $1.7M |
| Harbor Group, Inc. | 0.40% | Reduce -3.9% | 7,317 | $1.7M |
| Capasso Planning Partners LLC | 0.51% | Add +21.3% | 7,290 | $1.7M |
| Verus Capital Partners, LLC | 0.17% | Reduce -8.4% | 7,264 | $1.7M |
| Eclectic Associates Inc. | 0.68% | Reduce -4.9% | 7,263 | $1.7M |
| FDx Advisors, Inc. | 0.47% | Reduce -18.5% | 7,222 | $1.7M |
| Gladstone Institutional Advisory LLC | 0.08% | Add +9.5% | 7,221 | $1.7M |
| Pacific Sun Financial Corp | 0.94% | Reduce -3.3% | 7,194 | $1.7M |
| Intrinsic Value Partners, LLC | 1.71% | Add +214.4% | 7,185 | $1.7M |
| Cornerstone Advisors Asset Management, LLC | 0.38% | Add +9.0% | 7,185 | $1.7M |
| Forte Capital LLC | 0.19% | Reduce -18.0% | 7,154 | $1.7M |
| Anchor Investment Management, LLC | 0.16% | Reduce -0.6% | 7,136 | $1.7M |
| Summit Trail Advisors, LLC | 0.04% | Add +0.8% | 7,091 | $1.7M |
| PFG Investments, LLC | 0.11% | Reduce -2.2% | 7,094 | $1.7M |
| Tritonpoint Wealth, LLC | 0.15% | Add +2.1% | 6,988 | $1.7M |
| Carl P. Sherr & Co., LLC | 0.87% | Add +16.3% | 6,986 | $1.7M |
| GC Wealth Management RIA, LLC | 0.29% | Add +13.4% | 6,976 | $1.7M |
| Partners in Financial Planning | 0.33% | Add +0.2% | 6,950 | $1.6M |
| Shorepoint Capital Partners LLC | 0.37% | Reduce -0.2% | 6,896 | $1.6M |
| Deutsche Bank AG | 0.00% | Reduce -6.1% | 6,887 | $1.6M |
| FineMark National Bank & Trust | 0.06% | Reduce -2.8% | 6,860 | $1.6M |
| Sunburst Financial Group, LLC | 0.41% | Reduce -2.5% | 6,832 | $1.6M |
| Custos Family Office, LLC | 0.59% | Add +0.3% | 6,828 | $1.6M |
| Romano Brothers and Company | 0.20% | Add +5.7% | 6,826 | $1.6M |
| Caitlin John, LLC | 1.04% | Add +3.4% | 6,411 | $1.6M |
| SeaCrest Wealth Management, LLC | 0.17% | Add +19.6% | 6,798 | $1.6M |
| New Republic Capital, LLC | 0.92% | Add +13.9% | 6,748 | $1.6M |
| Motley Fool Wealth Management, LLC | 0.08% | Reduce -0.9% | 6,731 | $1.6M |
| Summit Investment Advisory Services, LLC | 0.85% | New | 6,731 | $1.6M |
| First Citizens Bank & Trust Co. | 0.04% | Reduce -5.2% | 6,716 | $1.6M |
| Cassady Schiller Wealth Management, LLC | 0.58% | Add +6.5% | 6,699 | $1.6M |
| Waters Parkerson & Co., LLC | 0.08% | No change | 6,667 | $1.6M |
| Astoria Strategic Wealth, Inc. | 0.46% | Add +4.5% | 6,648 | $1.6M |
| Vantage Financial Partners, LLC | 0.39% | Reduce -15.7% | 6,645 | $1.6M |
| Zhang Financial LLC | 0.10% | Reduce -2.5% | 6,643 | $1.6M |
| Ironwood Financial, llc | 0.33% | Add +0.6% | 6,620 | $1.6M |
| Compass Financial Group, INC | 0.31% | Reduce -2.8% | 6,605 | $1.6M |
| Sierra Capital LLC | 0.19% | New | 6,600 | $1.6M |
| Cary Street Partners Asset Management LLC | 0.21% | Add +11.4% | 6,566 | $1.6M |
| CHB Investment Group, LLC | 0.82% | — | 6,549 | $1.6M |
| Rockbridge Investment Management, LCC | 0.20% | Add +2.8% | 6,517 | $1.5M |
| Aaron Wealth Advisors LLC | 0.18% | Add +3.0% | 6,515 | $1.5M |
| New Covenant Trust Company, N.A. | 1.49% | Add +56.0% | 6,497 | $1.5M |
| Belpointe Asset Management LLC | 0.09% | Add +57.2% | 6,480 | $1.5M |
| Moors & Cabot, Inc. | 0.08% | Add +34.2% | 6,477 | $1.5M |
| Blue Trust, Inc. | 0.02% | Add +18.1% | 7,032 | $1.5M |
| USAdvisors Wealth Management, LLC | 0.53% | Add +3.0% | 6,442 | $1.5M |
| Strategic Financial Concepts, LLC | 0.49% | Reduce -99.6% | 6,433 | $1.5M |
| Santori & Peters, Inc. | 0.59% | Reduce -3.0% | 6,315 | $1.5M |
| Wellspring Financial Advisors, LLC | 0.18% | Reduce -0.2% | 6,310 | $1.5M |
| Carolinas Wealth Consulting LLC | 0.27% | Add +0.5% | 6,285 | $1.5M |
| Sightline Wealth Advisors, LLC | 0.82% | Add +0.3% | 6,259 | $1.5M |
| Clear Creek Financial Management, LLC | 0.17% | Reduce -23.6% | 6,250 | $1.5M |
| Edge Financial Advisors LLC | 1.31% | Add +6.7% | 6,242 | $1.5M |
| Silverlake Wealth Management LLC | 0.57% | Add +10.6% | 6,232 | $1.5M |
| Lanark Financial, Inc. | 0.12% | Add +0.1% | 6,230 | $1.5M |
| Rainey & Randall Wealth Advisors Inc. | 0.32% | New | 6,219 | $1.5M |
| Hirtle & Co., LLC | 0.07% | No change | 6,216 | $1.5M |
| Refined Wealth Management | 1.14% | Add +1.2% | 6,206 | $1.5M |
| Global Strategic Investment Solutions, LLC | 0.17% | Reduce -1.1% | 6,186 | $1.5M |
| Guardian Wealth Advisors, LLC / NC | 0.16% | Add +5.4% | 6,176 | $1.5M |
| Seven Springs Wealth Group, LLC | 0.54% | No change | 6,171 | $1.5M |
| Global Wealth Management Investment Advisory, Inc. | 0.32% | Add +2.6% | 6,165 | $1.5M |
| Upper Left Wealth Management, LLC | 1.28% | Add +9.5% | 6,249 | $1.5M |
| GYL Financial Synergies, LLC | 0.11% | Add +6.1% | 6,099 | $1.4M |
| Financial Planning & Information Services, Inc. | 0.20% | Reduce -1.0% | 6,093 | $1.4M |
| Baron Financial Group, LLC | 0.88% | Add +5.4% | 6,066 | $1.4M |
| Pioneer Wealth Management Group | 0.68% | Reduce -13.7% | 6,052 | $1.4M |
| Gray Private Wealth, LLC | 0.86% | Add +0.1% | 6,040 | $1.4M |
| Kendall Capital Management | 0.44% | No change | 6,025 | $1.4M |
| Madden Advisory Services, Inc. | 0.65% | Add +2.3% | 6,001 | $1.4M |
| S&T Bank | 0.37% | No change | 5,999 | $1.4M |
| Bell Investment Advisors, Inc | 0.26% | Reduce -0.1% | 5,960 | $1.4M |
| Dogwood Wealth Management LLC | 0.81% | Add +0.0% | 5,932 | $1.4M |
| RFG Holdings, Inc. | 0.49% | Reduce -1.3% | 5,896 | $1.4M |
| Berkeley Capital Partners, LLC | 0.40% | Add +6.7% | 5,869 | $1.4M |
| DBK Financial Counsel, LLC | 1.40% | No change | 5,829 | $1.4M |
| Bryn Mawr Trust Advisors, LLC | 0.07% | No change | 5,812 | $1.4M |
| Evanson Asset Management, LLC | 0.10% | Add +6.0% | 5,808 | $1.4M |
| Cornerstone Wealth Advisors, Inc. | 0.38% | Add +2.1% | 5,808 | $1.4M |
| Cascade Financial Partners, LLC | 0.17% | No change | 5,779 | $1.4M |
| GW&K Investment Management, LLC | 0.01% | Add +3.9% | 5,795 | $1.4M |
| Gibson Capital, LLC | 0.28% | No change | 5,771 | $1.4M |
| Clifford Swan Investment Counsel LLC | 0.05% | No change | 5,753 | $1.4M |
| Meridian Wealth Partners, LLC | 0.21% | Reduce -1.9% | 5,744 | $1.4M |
| Greenleaf Trust | 0.01% | Add +4.8% | 5,741 | $1.4M |
| Howland Capital Management LLC | 0.06% | Add +288.6% | 5,720 | $1.4M |
| C M Bidwell & Associates Ltd. | 0.83% | Add +8.5% | 5,713 | $1.4M |
| Dagco, Inc. | 0.56% | Reduce -73.4% | 5,709 | $1.4M |
| Lam Group, Inc. | 0.96% | Reduce -1.2% | 5,705 | $1.4M |
| Cornerstone Wealth Group, LLC | 0.11% | Reduce -4.7% | 5,689 | $1.3M |
| Richardson Financial Services Inc. | 0.86% | Add +38.5% | 6,028 | $1.3M |
| Parkside Financial Bank & Trust | 0.19% | Add +61.2% | 5,676 | $1.3M |
| First American Bank | 0.10% | Add +5.8% | 5,668 | $1.3M |
| Adero Partners, LLC | 0.09% | No change | 5,648 | $1.3M |
| Cibc World Market Inc. | 0.00% | Add +31.8% | 5,627 | $1.3M |
| Western Wealth Management, LLC | 0.08% | Add +4.6% | 5,625 | $1.3M |
| Cardiff Park Advisors, LLC | 0.12% | Add +0.4% | 5,623 | $1.3M |
| Twin Focus Capital Partners, LLC | 0.21% | Add +0.3% | 5,615 | $1.3M |
| Revisor Wealth Management LLC | 0.83% | Add +54.4% | 5,576 | $1.3M |
| Quadrant Capital Group LLC | 0.09% | No change | 5,569 | $1.3M |
| Coastline Trust Co | 0.15% | Add +9.9% | 5,547 | $1.3M |
| Defined Wealth Management, LLC | 0.85% | Reduce -0.3% | 5,534 | $1.3M |
| Muirfield Wealth Advisors LLC | 1.12% | Add +1.4% | 5,534 | $1.3M |
| Keel Point, LLC | 0.11% | Reduce -14.3% | 5,528 | $1.3M |
| Probity Advisors, Inc. | 0.25% | Add +9.7% | 5,525 | $1.3M |
| Intelligence Driven Advisers, LLC | 0.19% | Reduce -4.0% | 5,518 | $1.3M |
| WMS Partners, LLC | 0.07% | Add +2.1% | 5,508 | $1.3M |
| Rockwood Wealth Management, LLC | 0.14% | Add +5.3% | 5,497 | $1.3M |
| Proficio Capital Partners LLC | 0.13% | Reduce -0.3% | 5,477 | $1.3M |
| KMG Fiduciary Partners, LLC | 0.11% | Reduce -6.7% | 5,433 | $1.3M |
| Uptick Partners, LLC | 0.54% | Reduce -14.9% | 5,430 | $1.3M |
| Gryphon Financial Partners LLC | 0.18% | Add +4.3% | 5,421 | $1.3M |
| BOS Asset Management, LLC | 0.47% | Add +0.3% | 5,402 | $1.3M |
| Allegheny Financial Group | 0.31% | Add +2.0% | 5,377 | $1.3M |
| SC&H Financial Advisors, Inc. | 0.28% | Reduce -0.1% | 5,376 | $1.3M |
| Jeppson Wealth Management, LLC | 0.46% | No change | 5,364 | $1.3M |
| Twin Peaks Wealth Advisors, LLC | 0.58% | Add +39.2% | 5,338 | $1.3M |
| TFG Advisers LLC | 0.45% | Reduce -0.8% | 5,313 | $1.3M |
| Tranquility Partners, LLC | 0.46% | Add +3.3% | 5,302 | $1.3M |
| Nabity-Jensen Investment Management Inc | 0.96% | Add +2.9% | 5,266 | $1.2M |
| Independence Bank of Kentucky | 0.27% | Reduce -5.7% | 5,263 | $1.2M |
| Family Firm, Inc. | 0.27% | Add +9.7% | 5,214 | $1.2M |
| Vident Advisory, LLC | 0.03% | No change | 5,209 | $1.2M |
| Fortitude Family Office, LLC | 0.49% | No change | 5,209 | $1.2M |
| Moneywise, Inc. | 0.61% | Reduce -7.3% | 5,209 | $1.2M |
| Cascade Wealth Advisors, Inc | 0.88% | Reduce -15.4% | 5,207 | $1.2M |
| FIDELIS iM, LLC | 0.56% | No change | 5,200 | $1.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.16% | Add +14.3% | 5,151 | $1.2M |
| First Business Financial Services, Inc. | 0.12% | No change | 5,129 | $1.2M |
| Choate Investment Advisors | 0.03% | Reduce -48.1% | 5,121 | $1.2M |
| Founders Financial Alliance, LLC | 0.34% | Reduce -3.4% | 5,116 | $1.2M |
| Carnegie Investment Counsel | 0.04% | Reduce -13.2% | 5,114 | $1.2M |
| National Philanthropic Trust | 0.02% | No change | 5,098 | $1.2M |
| CPA Asset Management Group, LLC | 0.58% | No change | 5,094 | $1.2M |
| Heritage Wealth Management, Inc. | 0.39% | Reduce -6.0% | 5,058 | $1.2M |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | Reduce -7.5% | 5,057 | $1.2M |
| Cidel Asset Management Inc. | 0.08% | No change | 5,046 | $1.2M |
| Colonial Trust Co / SC | 0.18% | Add +140.6% | 5,035 | $1.2M |
| O'ROURKE & COMPANY, Inc | 0.60% | Reduce -1.0% | 5,018 | $1.2M |
| Elser Financial Planning, Inc | 1.72% | No change | 5,003 | $1.2M |
| Journey Advisory Group, LLC | 0.14% | No change | 5,425 | $1.2M |
| Stillwater Capital Advisors, LLC | 0.15% | New | 4,968 | $1.2M |
| Ranch Capital Advisors Inc. | 0.55% | Reduce -0.8% | 4,951 | $1.2M |
| Strategic Financial Partners, Ltd. | 0.60% | Add +1.0% | 4,946 | $1.2M |
| Etfidea, LLC | 0.37% | Add +11.8% | 4,937 | $1.2M |
| Capital Investment Advisors, LLC | 0.02% | Add +4.6% | 4,923 | $1.2M |
| Mosaic Family Wealth Partners, LLC | 0.17% | Add +0.3% | 4,922 | $1.2M |
| Lowe Brockenbrough & Co. Inc. | 0.07% | Add +55.5% | 4,905 | $1.2M |
| Delta Financial Advisors LLC | 0.42% | Add +0.2% | 4,905 | $1.2M |
| Park National Corp. | 0.04% | Reduce -0.1% | 4,889 | $1.2M |
| KCM Investment Advisors LLC | 0.04% | No change | 4,880 | $1.2M |
| Cherrydale Wealth Management, LLC | 0.47% | Add +0.4% | 4,873 | $1.2M |
| Capstone Wealth Management Group, LLC | 0.68% | Reduce -1.1% | 4,849 | $1.2M |
| Elevatus Welath Management | 0.37% | Add +259.0% | 4,829 | $1.1M |
| Vista Investment Management | 0.43% | Reduce -2.2% | 4,798 | $1.1M |
| Root Financial Partners, LLC | 0.18% | Add +14.4% | 4,777 | $1.1M |
| Hibernia Wealth Partners, LLC | 0.39% | Add +37.7% | 4,772 | $1.1M |
| Somerset Group LLC | 1.04% | Reduce -0.2% | 4,757 | $1.1M |
| Laurel Wealth Planning LLC | 0.73% | Add +1.2% | 4,687 | $1.1M |
| DiNuzzo Private Wealth, Inc. | 0.14% | Add +883.0% | 5,092 | $1.1M |
| Consultiva Wealth Management, Corp. | 8.78% | No change | 4,653 | $1.1M |
| Oxbow Advisors, LLC | 0.11% | No change | 4,650 | $1.1M |
| Jag Capital Management, LLC | 0.13% | No change | 4,627 | $1.1M |
| Retirement Planning Group, LLC | 0.06% | Reduce -3.1% | 4,571 | $1.1M |
| Adams Wealth Management | 0.23% | Add +44.9% | 4,566 | $1.1M |
| CacheTech Inc. | 0.23% | Add +44.9% | 4,566 | $1.1M |
| Advocate Group LLC | 0.20% | Add +6.5% | 4,552 | $1.1M |
| Beese Fulmer Investment Management, Inc. | 0.09% | Reduce -26.9% | 4,552 | $1.1M |
| Kirtland Hills Capital Management, LLC | 0.59% | Add +10.8% | 4,531 | $1.1M |
| Security National Bank of So Dak | 0.60% | No change | 4,527 | $1.1M |
| Greenwood Capital Associates LLC | 0.14% | Reduce -4.9% | 4,521 | $1.1M |
| Everhart Financial Group, Inc. | 0.24% | Reduce -0.3% | 4,514 | $1.1M |
| Legacy Advisors, LLC | 0.12% | No change | 4,490 | $1.1M |
| Patron Partners, LLC | 0.59% | Add +9.2% | 4,499 | $1.1M |
| Quantinno Capital Management LP | 0.01% | Add +52.9% | 4,479 | $1.1M |
| Forefront Analytics, LLC | 0.50% | Add +0.7% | 4,450 | $1.1M |
| Acas, LLC | 0.87% | Reduce -3.6% | 4,448 | $1.1M |
| Fairway Wealth LLC | 0.54% | Add +5.4% | 4,441 | $1.1M |
| Maia Wealth LLC | 0.26% | Add +35.0% | 4,428 | $1.1M |
| Hilltop Holdings Inc. | 0.07% | Add +86.6% | 4,427 | $1.0M |
| Verus Financial Partners, Inc. | 0.11% | Reduce -6.5% | 4,448 | $1.0M |
| FNY Investment Advisers, LLC | 0.51% | New | 4,400 | $1.0M |
| Harbor Investment Advisory, LLC | 0.10% | Add +3.5% | 4,379 | $1.0M |
| Diversified Portfolios, Inc. | 0.11% | Add +3.6% | 4,355 | $1.0M |
| Bank of Marin | 0.82% | No change | 4,300 | $1.0M |
| Quadcap Wealth Management, LLC | 0.16% | Add +36.0% | 4,298 | $1.0M |
| NorthLanding Financial Partners, LLC | 1.01% | Add +1.1% | 4,294 | $1.0M |
| Naples Global Advisors, LLC | 0.09% | Reduce -0.3% | 4,280 | $1.0M |
| Sachetta, LLC | 0.40% | Add +2.5% | 4,279 | $1.0M |
| McGuire Investment Group, LLC | 0.14% | Add +0.9% | 4,276 | $1.0M |
| Riverview Trust Co | 0.89% | Add +29.4% | 4,265 | $1.0M |
| American Money Management, LLC | 0.20% | Reduce -0.8% | 4,263 | $1.0M |
| Csenge Advisory Group | 0.05% | Add +12.6% | 4,225 | $1.0M |
| Biltmore Family Office, LLC | 0.17% | Reduce -2.3% | 4,226 | $1.0M |
| SignalPoint Asset Management, LLC | 0.23% | Reduce -1.8% | 4,222 | $1.0M |
| Addison Capital Co | 0.40% | Add +70.0% | 4,188 | $993K |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.7% | 4,164 | $988K |
| Smith Chas P & Associates Pa Cpas | 0.06% | Add +5.1% | 4,152 | $985K |
| Luminvest Wealth Management LLC | 0.41% | No change | 4,083 | $983K |
| Disciplined Investments, LLC | 0.48% | Reduce -1.2% | 4,140 | $982K |
| Trivium Point Advisory, LLC | 0.14% | Reduce -2.8% | 3,897 | $982K |
| BSW Wealth Partners | 0.15% | Reduce -3.3% | 4,139 | $982K |
| Sound View Wealth Advisors Group, LLC | 0.08% | Add +5.4% | 4,137 | $981K |
| 1ST Source Bank | 0.06% | Add +5.7% | 4,114 | $976K |
| Traynor Capital Management, Inc. | 0.08% | Reduce -0.2% | 4,113 | $976K |
| Waterloo Capital, L.P. | 0.11% | Reduce -12.6% | 4,106 | $974K |
| Round Rock Advisors LLC | 0.23% | No change | 4,101 | $973K |
| Droms Strauss Advisors Inc. /Mo/ | 0.34% | Add +0.3% | 4,095 | $971K |
| John W. Brooker & Co., CPAs | 0.45% | No change | 4,093 | $971K |
| Meridian Investment Counsel Inc. | 0.29% | Add +15.7% | 4,092 | $971K |
| Balanced Rock Investment Advisors LLC | 0.76% | Reduce -0.3% | 4,075 | $967K |
| Wells Trecaso Financial Group, LLC | 0.32% | Add +10.2% | 4,063 | $964K |
| Discipline Wealth Solutions, LLC | 0.51% | Add +25.6% | 4,057 | $962K |
| Beaumont Financial Advisors, LLC | 0.07% | No change | 4,035 | $957K |
| Cahill Wealth Management, LLC | 0.49% | Add +0.1% | 4,033 | $957K |
| Lee Danner & Bass Inc. | 0.07% | Reduce -0.3% | 4,030 | $956K |
| SFG Wealth Management, LLC. | 0.51% | Reduce -2.1% | 4,014 | $952K |
| Lodestar Private Asset Management LLC | 0.12% | Reduce -0.4% | 4,011 | $951K |
| UMB Bank, n.a. | 0.01% | Add +0.1% | 4,010 | $951K |
| River Wealth Advisors LLC | 0.13% | Reduce -1.1% | 4,001 | $949K |
| Valley Forge Investment Consultants Inc. Adv | 0.33% | Add +6.9% | 3,967 | $941K |
| Bordeaux Wealth Advisors LLC | 0.17% | Add +3.9% | 3,940 | $935K |
| Boston Financial Mangement LLC | 0.03% | Reduce -1.1% | 3,939 | $934K |
| Exchange Capital Management, Inc. | 0.15% | Reduce -6.8% | 3,927 | $932K |
| FC Advisory LLC | 0.31% | Add +23.8% | 3,896 | $924K |
| Cooper Financial Group | 0.12% | Add +19.3% | 3,889 | $922K |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -3.9% | 3,886 | $922K |
| FreeGulliver LLC | 0.55% | Reduce -0.3% | 3,883 | $921K |
| Kuhn & Co Investment Counsel | 0.78% | Reduce -2.6% | 3,852 | $914K |
| Landmark Wealth Management, LLC | 0.40% | New | 3,830 | $909K |
| Fort Washington Investment Advisors Inc. | 0.01% | Add +10.4% | 3,829 | $908K |
| Midland Wealth Advisors, LLC | 0.05% | No change | 3,828 | $908K |
| Regatta Capital Group, LLC | 0.17% | No change | 3,797 | $901K |
| Waterford Advisors, LLC | 0.46% | No change | 3,797 | $901K |
| Capital City Trust Co. | 0.22% | Add +14.5% | 3,796 | $900K |
| Fairview Capital Investment Management, LLC | 0.05% | Add +1.9% | 3,796 | $900K |
| Conservest Capital Advisors, Inc. | 0.09% | No change | 3,933 | $899K |
| Libra Wealth LLC | 0.36% | No change | 3,787 | $898K |
| National Bank of Canada | 0.00% | Add +9.7% | 3,773 | $895K |
| Nottingham Advisors, Inc. | 0.10% | Add +49.8% | 3,767 | $894K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Add +173.4% | 3,760 | $892K |
| Truepoint, Inc. | 0.02% | Add +6.3% | 3,748 | $889K |
| Carlson Capital Management | 0.04% | Reduce -1.6% | 3,720 | $882K |
| Eagle Bluffs Wealth Management LLC | 0.47% | Reduce -3.7% | 3,663 | $871K |
| Private Trust Co. NA | 0.09% | Reduce -2.7% | 3,672 | $871K |
| Meritage Portfolio Management | 0.05% | Add +5.7% | 3,644 | $864K |
| Lyell Wealth Management, LP | 0.08% | Add +26.1% | 3,642 | $864K |
| Southland Equity Partners LLC | 0.21% | Add +3.0% | 3,639 | $863K |
| Montag & Caldwell, LLC | 0.18% | Reduce -0.8% | 3,638 | $863K |
| Mayflower Financial Advisors, LLC | 0.13% | Add +8.6% | 3,628 | $861K |
| V2 Financial group LLC | 0.56% | No change | 3,626 | $860K |
| JT Stratford LLC | 0.15% | New | 3,621 | $859K |
| Winthrop Capital Management, LLC | 0.41% | New | 3,616 | $858K |
| Fiduciary Alliance LLC | 0.11% | Add +3.9% | 3,611 | $856K |
| Advisor Resource Council | 0.39% | New | 3,605 | $855K |
| Silver Oak Advisory Group, Inc. | 0.44% | Add +0.0% | 3,601 | $854K |
| Planning Directions Inc. | 0.51% | Reduce -7.2% | 3,599 | $854K |
| Lutz Financial Services LLC | 0.07% | Reduce -0.7% | 3,592 | $852K |
| New Century Financial Group, LLC | 0.31% | Add +44.6% | 3,578 | $849K |
| SpiderRock Advisors, LLC | 0.02% | Add +222.3% | 3,571 | $847K |
| Autumn Glory Partners, LLC | 0.33% | Add +100.0% | 3,570 | $847K |
| Mustard Seed Financial, LLC | 0.70% | Add +3.9% | 3,563 | $845K |
| Asset Allocation & Management Company, LLC | 0.53% | Reduce -21.2% | 3,535 | $839K |
| Safeguard Financial, LLC | 0.20% | Add +0.5% | 3,534 | $838K |
| Sanctuary Wealth Management, L.L.C. | 0.60% | Add +47.2% | 3,525 | $836K |
| Werba Rubin Papier Wealth Management | 0.20% | Add +18.6% | 3,524 | $836K |
| Geometric Wealth Advisors | 0.15% | Reduce -5.6% | 3,518 | $835K |
| Elyxium Wealth, LLC | 0.46% | — | 3,510 | $833K |
| Atlas Capital Advisors Inc. | 0.13% | Add +0.6% | 3,488 | $828K |
| High Net Worth Advisory Group LLC | 0.23% | Add +188.3% | 3,486 | $827K |
| Strategic Investment Solutions, Inc. | 0.25% | Add +20.7% | 3,483 | $826K |
| Trust Point Inc. | 0.06% | No change | 3,475 | $824K |
| Optimum Investment Advisors | 0.36% | No change | 3,465 | $822K |
| Rosenblum Silverman Sutton S F Inc. | 0.21% | No change | 3,463 | $821K |
| Ashton Thomas Securities, LLC | 0.16% | Add +1.1% | 3,462 | $821K |
| Secure Asset Management, LLC | 0.14% | Add +1.1% | 3,458 | $820K |
| Aspire Wealth Management Corp | 0.44% | Reduce -11.7% | 3,450 | $818K |
| Rodgers & Associates, LTD | 0.10% | No change | 3,426 | $813K |
| Bangor Savings Bank | 0.08% | Add +0.3% | 3,419 | $811K |
| MorganRosel Wealth Management, LLC | 0.27% | Reduce -43.0% | 3,418 | $811K |
| NorthStar Asset Management LLC | 0.54% | Reduce -0.5% | 3,402 | $807K |
| North Star Investment Management Corp. | 0.06% | Add +2.4% | 3,401 | $807K |
| Marks Group Wealth Management, Inc | 0.08% | No change | 3,396 | $806K |
| Segment Wealth Management, LLC | 0.06% | Reduce -0.2% | 3,394 | $805K |
| Kovack Advisors, Inc. | 0.09% | Reduce -0.2% | 3,385 | $803K |
| XML Financial, LLC | 0.07% | Reduce -0.5% | 3,381 | $802K |
| Cohen Investment Advisors LLC | 0.49% | Add +7.1% | 3,374 | $800K |
| Blue Bell Private Wealth Management, LLC | 0.15% | Reduce -6.0% | 3,373 | $800K |
| LifePlan Investment Advisors, Inc. | 0.51% | Add +23.3% | 3,367 | $799K |
| 180 Wealth Advisors, LLC | 0.13% | Add +153.6% | 3,355 | $796K |
| Franklin, Parlapiano, Turner & Welch, LLC | 0.20% | No change | 3,345 | $793K |
| Punch & Associates Investment Management, Inc. | 0.04% | New | 3,340 | $792K |
| Bank of New Hampshire | 0.20% | Reduce -7.1% | 3,331 | $790K |
| Becker Capital Management Inc. | 0.03% | No change | 3,314 | $788K |
| Shayne & Jacobs, LLC | 0.20% | No change | 3,320 | $788K |
| Arista Wealth Management, LLC | 0.19% | Add +0.6% | 3,315 | $786K |
| Charter Oak Capital Management, LLC | 0.07% | Add +8.8% | 3,314 | $786K |
| M3 Advisory Group, LLC | 0.58% | Add +14.8% | 3,305 | $784K |
| Freedom Investment Management, Inc. | 0.06% | Reduce -0.1% | 3,290 | $780K |
| Sound Financial Strategies Group, LLC | 0.63% | Reduce -1.1% | 3,285 | $779K |
| Talon Private Wealth, LLC | 0.16% | — | 3,278 | $778K |
| Wescott Financial Advisory Group, LLC | 0.08% | Reduce -13.0% | 3,258 | $773K |
| WealthShield Partners, LLC | 0.10% | Add +21.9% | 3,250 | $772K |
| ARK & TLK Investments, LLC | 0.27% | No change | 3,247 | $770K |
| REDW Wealth LLC | 0.20% | Reduce -5.3% | 3,218 | $763K |
| Adapt Wealth Advisors, LLC | 0.41% | Reduce -31.5% | 3,205 | $760K |
| Matrix Private Capital Group LLC | 0.44% | No change | 3,193 | $760K |
| Zions Bancorporation, N.A. | 0.06% | Add +36.0% | 3,195 | $758K |
| West Coast Financial LLC | 0.08% | No change | 3,157 | $749K |
| Birchcreek Wealth Management, LLC | 0.49% | Reduce -4.0% | 3,149 | $747K |
| F/m Investments LLC | 0.02% | Reduce -1.4% | 3,142 | $745K |
| Baker Boyer National Bank | 0.25% | Reduce -15.8% | 3,141 | $745K |
| Trevian Wealth Management LLC | 0.60% | New | 3,100 | $735K |
| Guyasuta Investment Advisors Inc. | 0.05% | Reduce -4.2% | 3,097 | $735K |
| Willis Johnson & Associates, Inc. | 0.06% | Add +27.9% | 3,090 | $733K |
| Marathon Strategic Advisors, LLC | 0.77% | Reduce -2.7% | 3,081 | $731K |
| Bath Savings Trust Co | 0.07% | Add +5.9% | 3,072 | $729K |
| Steel Grove Capital Advisors, LLC | 0.10% | No change | 3,073 | $729K |
| Ewa, LLC | 0.26% | Add +0.3% | 2,923 | $728K |
| Northstar Group, Inc. | 0.13% | Add +0.5% | 3,068 | $728K |
| Rathbones Group PLC | 0.00% | Reduce -11.2% | 3,058 | $725K |
| Francis Financial, Inc. | 0.19% | Add +9.4% | 3,057 | $725K |
| Russell Investments Group, Ltd. | 0.00% | Add +1239.5% | 3,054 | $724K |
| NBT Bank, N.A. | 0.05% | Reduce -4.1% | 3,050 | $723K |
| Glassman Wealth Services | 0.12% | No change | 3,046 | $723K |
| MJP Associates Inc. | 0.14% | Reduce -4.0% | 3,038 | $721K |
| Grant/GrossMendelsohn, LLC | 0.31% | Add +57.7% | 3,020 | $718K |
| Keb Asset Management, LLC | 0.22% | Add +0.3% | 3,026 | $718K |
| Walter & Keenan Wealth Management LLC /in/ | 0.22% | Add +0.2% | 3,016 | $715K |
| Pachira Investments Inc. | 0.55% | Reduce -0.6% | 3,012 | $715K |
| Citadel Advisors | 0.00% | Reduce -88.8% | 3,012 | $714K |
| Evernest Financial Advisors, LLC | 0.19% | Add +19.3% | 3,008 | $714K |
| Pettyjohn, Wood & White, Inc. | 0.13% | Add +0.0% | 3,001 | $712K |
| Operose Advisors LLC | 0.23% | No change | 2,994 | $710K |
| Tillman Hartley LLC | 0.21% | No change | 2,994 | $710K |
| Denver PWM, LLC | 0.27% | Add +0.1% | 2,992 | $710K |
| DGS Capital Management, LLC | 0.19% | Reduce -11.2% | 2,965 | $703K |
| Catalyst Financial Partners LLC | 0.14% | Reduce -5.1% | 2,963 | $703K |
| GDS Wealth Management | 0.07% | Reduce -95.4% | 2,954 | $701K |
| Linscomb Wealth, Inc. | 0.03% | Add +0.0% | 2,934 | $696K |
| Aspen Grove Capital, LLC | 0.15% | Add +1.8% | 2,922 | $695K |
| World Equity Group, Inc. | 0.25% | Add +27.7% | 2,930 | $695K |
| SPC Financial, Inc. | 0.06% | Reduce -8.0% | 2,923 | $693K |
| PGIM Custom Harvest LLC | 0.01% | No change | 2,902 | $688K |
| NWF Advisory Services Inc. | 0.10% | Reduce -35.6% | 2,884 | $685K |
| German American Bancorp, Inc. | 0.07% | Add +13.3% | 2,884 | $684K |
| Sapient Capital LLC | 0.01% | Add +8.4% | 2,868 | $682K |
| Fairscale Capital, LLC | 0.60% | Reduce -0.2% | 2,865 | $682K |
| Northeast Financial Consultants Inc | 0.03% | Add +98.5% | 2,873 | $682K |
| Team Hewins, LLC | 0.26% | Add +1.3% | 2,855 | $679K |
| Mission Creek Capital Partners, Inc. | 0.16% | Add +19.0% | 2,861 | $679K |
| MAS Advisors LLC | 1.45% | Reduce -0.8% | 2,857 | $678K |
| Family CFO Inc | 0.38% | Add +1.1% | 2,856 | $677K |
| Good Life Advisors, LLC | 0.04% | Add +193.2% | 2,853 | $677K |
| Olde Wealth Management, LLC | 0.24% | Reduce -0.8% | 2,845 | $676K |
| TPG Financial Advisors, LLC | 0.30% | Add +7.7% | 2,839 | $673K |
| GTS Securities LLC | 0.01% | Reduce -68.2% | 2,837 | $673K |
| Advisory Alpha, LLC | 0.02% | Reduce -2.8% | 2,819 | $669K |
| Chartist Inc. | 0.34% | Reduce -2.8% | 2,818 | $668K |
| Apexium Financial, LP | 0.04% | Reduce -5.1% | 2,804 | $666K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -1.8% | 2,783 | $660K |
| TCTC Holdings, LLC | 0.02% | Reduce -10.9% | 2,784 | $660K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -5.9% | 2,776 | $658K |
| Atwater Malick LLC | 0.21% | No change | 2,775 | $658K |
| Etesian Wealth Advisors, Inc. | 0.30% | Reduce -25.1% | 2,769 | $657K |
| HUB Investment Partners, LLC | 0.03% | Add +36.4% | 2,753 | $653K |
| Fingerlakes Wealth Management, Inc. | 0.54% | Reduce -2.9% | 2,745 | $651K |
| Cobblestone Capital Advisors LLC | 0.04% | No change | 2,745 | $651K |
| Level Financial Advisors | 0.25% | Add +49.5% | 2,738 | $649K |
| Lifeworks Advisors, LLC | 0.13% | New | 2,736 | $649K |
| HHM Wealth Advisors, LLC | 0.09% | Reduce -1.2% | 2,725 | $646K |
| Avalon Trust Co | 0.05% | Reduce -1.8% | 2,717 | $645K |
| Hutchens & Kramer Investment Management Group, LLC | 0.36% | Reduce -15.0% | 2,737 | $643K |
| Bedel Financial Consulting, Inc. | 0.09% | Add +5.3% | 2,708 | $642K |
| BBR Partners, LLC | 0.05% | Reduce -0.1% | 2,693 | $639K |
| Websterrogers Financial Advisors, LLC | 0.22% | No change | 2,692 | $639K |
| Chapin Davis, Inc. | 0.21% | Add +2.1% | 2,688 | $638K |
| My Personal CFO, LLC | 0.35% | Add +0.2% | 2,677 | $635K |
| MBL Wealth, LLC | 0.07% | No change | 2,675 | $635K |
| Nia Impact Advisors, LLC | 0.21% | No change | 2,660 | $631K |
| Obermeyer Wealth Partners | 0.03% | Add +20.4% | 2,656 | $630K |
| Arkadios Wealth Advisors | 0.04% | Add +29.4% | 2,654 | $629K |
| Moser Wealth Advisors, LLC | 0.32% | No change | 2,614 | $620K |
| Riverpoint Wealth Management Holdings, LLC | 0.16% | Add +0.4% | 2,609 | $619K |
| Cambridge Financial Group, LLC | 0.26% | Add +4.2% | 2,601 | $617K |
| Litman Gregory Wealth Management LLC | 0.05% | Add +0.8% | 2,593 | $615K |
| Clarity Capital Advisors, LLC | 0.44% | Add +19.6% | 2,592 | $615K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.30% | Reduce -6.8% | 2,591 | $615K |
| Nicolet Bankshares Inc. | 0.12% | Add +13.0% | 2,586 | $613K |
| Willow Creek Wealth Management Inc. | 0.06% | Add +0.9% | 2,586 | $613K |
| Centaurus Financial, Inc. | 0.04% | Reduce -9.1% | 2,569 | $609K |
| Transcendent Capital Group LLC | 0.31% | Reduce -7.8% | 2,555 | $606K |
| Armbruster Capital Management, Inc. | 0.12% | No change | 2,541 | $603K |
| Accel Wealth Management | 0.22% | Reduce -0.9% | 2,536 | $602K |
| Birch Hill Investment Advisors LLC | 0.03% | Add +0.2% | 2,525 | $599K |
| Outlook Wealth Advisors, LLC | 0.17% | Add +1.4% | 2,522 | $598K |
| Sigma Investment Counselors Inc. | 0.04% | No change | 2,522 | $598K |
| Florida Financial Advisors, LLC | 0.31% | Add +35.4% | 2,511 | $595K |
| Schechter Investment Advisors, LLC | 0.04% | Add +18.7% | 2,505 | $594K |
| Nikulski Financial, Inc. | 0.18% | Add +2.5% | 2,504 | $594K |
| Cannon Wealth Management Services, LLC | 0.54% | — | 2,503 | $594K |
| Searle & Co. | 0.15% | No change | 2,500 | $593K |
| Schneider Downs Wealth Management Advisors, LP | 0.12% | Reduce -3.8% | 2,485 | $589K |
| FAS Wealth Partners, Inc. | 0.05% | Add +0.7% | 2,482 | $589K |
| Merriman Wealth Management, LLC | 0.02% | Add +12.2% | 2,463 | $586K |
| Old Second National Bank of Aurora | 0.14% | Add +2.9% | 2,455 | $582K |
| Montecito Bank & Trust | 0.10% | No change | 2,443 | $580K |
| Advisory Resource Group | 0.12% | No change | 2,435 | $578K |
| Capital Advisors, Ltd. LLC | 0.07% | Add +3.7% | 2,429 | $576K |
| Texas Capital Bank Wealth Management Services Inc | 0.06% | Reduce -30.2% | 2,428 | $576K |
| Northwest Wealth Management, LLC | 0.13% | Reduce -7.6% | 2,423 | $575K |
| Peregrine Asset Advisers, Inc. | 0.20% | Add +1.6% | 2,423 | $575K |
| Elevation Wealth Partners, LLC | 0.25% | Add +0.1% | 2,420 | $574K |
| Bell Bank | 0.07% | No change | 2,420 | $574K |
| 1900 Wealth Management LLC | 0.05% | Add +1.2% | 2,413 | $572K |
| Stockman Wealth Management, Inc. | 0.09% | Reduce -19.4% | 2,408 | $571K |
| Glaxis Capital Management, LLC | 2.23% | Add +0.4% | 2,407 | $571K |
| Grandfield & Dodd, LLC | 0.03% | No change | 2,404 | $570K |
| Thomasville National Bank | 0.04% | No change | 2,400 | $569K |
| AllSquare Wealth Management LLC | 0.32% | Add +29.2% | 2,399 | $569K |
| Keystone Financial Services | 0.22% | Reduce -3.1% | 2,344 | $556K |
| Penobscot Wealth Management | 0.30% | Reduce -2.9% | 2,343 | $556K |
| True North Advisors, LLC | 0.15% | No change | 2,340 | $555K |
| McCollum Christoferson Group LLC | 0.16% | No change | 2,338 | $555K |
| Strategic Financial Services, Inc. | 0.03% | Reduce -9.7% | 2,337 | $554K |
| Coppell Advisory Solutions LLC | 0.08% | Reduce -8.9% | 2,338 | $554K |
| Cannell & Spears LLC | 0.01% | Reduce -9.6% | 2,336 | $554K |
| First Interstate Bank | 0.03% | Add +3.6% | 2,330 | $553K |
| Penobscot Investment Management Company, Inc. | 0.05% | Add +111.9% | 2,322 | $551K |
| Brown, Lisle/Cummings, Inc. | 0.17% | Add +0.0% | 2,304 | $546K |
| Elk River Wealth Management LLC | 0.10% | No change | 2,295 | $546K |
| First County Bank | 0.27% | No change | 2,296 | $545K |
| ProVise Management Group, LLC | 0.04% | Reduce -4.3% | 2,290 | $543K |
| Allen Capital Group, LLC | 0.07% | Reduce -4.2% | 2,289 | $543K |
| Mattern Capital Management, LLC | 0.07% | No change | 2,283 | $542K |
| Empowered Funds, LLC | 0.01% | No change | 2,280 | $541K |
| Summit Wealth & Retirement Planning, Inc. | 0.17% | Add +27.8% | 2,278 | $540K |
| First Trust Direct Indexing L.P. | 0.03% | Add +16.8% | 2,276 | $540K |
| Pecaut & Co. | 0.19% | Reduce -5.0% | 2,269 | $538K |
| Rothschild Investment LLC | 0.04% | No change | 2,268 | $538K |
| Main Street Group, LTD | 0.24% | Reduce -20.4% | 2,265 | $537K |
| Milestone Investment Advisors LLC | 0.15% | Add +22.9% | 2,263 | $537K |
| ERn Financial, LLC | 0.08% | Reduce -4.4% | 2,256 | $535K |
| Principal Financial Group Inc. | 0.00% | Reduce -68.4% | 2,255 | $535K |
| Fortitude Advisory Group L.L.C. | 0.34% | Reduce -9.4% | 2,245 | $533K |
| Plancorp, LLC | 0.02% | Add +0.1% | 2,225 | $528K |
| Duncan Williams Asset Management, LLC | 0.29% | New | 2,224 | $528K |
| Stonebridge Financial Planning Group, LLC | 0.25% | Reduce -5.3% | 2,218 | $526K |
| Aprio Wealth Management, LLC | 0.08% | Add +18.9% | 2,216 | $526K |
| Sugarloaf Wealth Management, LLC | 0.09% | Add +3.5% | 2,210 | $524K |
| Gen-Wealth Partners Inc | 0.23% | No change | 2,192 | $524K |
| Farnam Financial LLC | 0.57% | — | 2,199 | $522K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +25.7% | 2,184 | $518K |
| Advisors Capital Management, LLC | 0.01% | Add +12.9% | 2,182 | $518K |
| Pinnacle Bancorp, Inc. | 0.14% | Add +2.1% | 2,183 | $518K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +0.9% | 2,182 | $518K |
| Inspirion Wealth Advisors, LLC | 0.07% | Reduce -0.6% | 2,179 | $517K |
| Elios Financial Group Inc. | 0.24% | — | 2,178 | $517K |
| Amara Financial, Llc. | 0.49% | — | 2,174 | $516K |
| Armstrong Advisory Group, Inc. | 0.04% | Add +0.7% | 2,169 | $515K |
| J. W. Coons Advisors, LLC | 0.09% | Add +2.4% | 2,140 | $508K |
| Intergy Private Wealth, LLC | 0.19% | No change | 2,135 | $506K |
| Christensen, King & Associates Investment Services, Inc. | 0.24% | Reduce -1.8% | 2,116 | $502K |
| Paragon Capital Management LLC | 0.26% | Add +19.7% | 2,108 | $500K |
| Foster Dykema Cabot & Partners, LLC | 0.04% | New | 2,082 | $495K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +13.2% | 2,088 | $495K |
| Insight Advisors, LLC/ PA | 0.09% | Add +0.1% | 2,086 | $495K |
| Stratos Investment Management, LLC | 0.03% | Add +0.2% | 2,086 | $495K |
| Olistico Wealth, LLC | 0.30% | Add +0.1% | 2,075 | $492K |
| LPWM LLC | 0.16% | No change | 2,100 | $491K |
| Appleton Partners Inc. | 0.04% | Reduce -0.3% | 2,066 | $490K |
| American Financial & Tax Strategies Inc. | 0.25% | Reduce -4.5% | 2,056 | $488K |
| Stephen J. Garry & Associates, LLC | 0.46% | Reduce -4.7% | 2,036 | $483K |
| Ameraudi Asset Management, Inc. | 0.22% | Reduce -78.4% | 2,033 | $482K |
| Wealth Dimensions Group, Ltd. | 0.12% | Reduce -0.1% | 2,024 | $480K |
| Granite Harbor Advisors, Inc. | 0.28% | No change | 2,022 | $480K |
| Old National Bancorp | 0.01% | Add +1.3% | 2,013 | $478K |
| Quadrant Private Wealth Management, LLC | 0.12% | Reduce -0.1% | 2,007 | $477K |
| Passive Capital Management, LLC. | 0.17% | No change | 2,012 | $477K |
| TrueWealth Advisors, LLC | 0.16% | Reduce -12.6% | 2,009 | $476K |
| Unique Wealth Strategies, LLC | 0.21% | Reduce -61.9% | 2,004 | $475K |
| Diversify Advisory Services, LLC | 0.03% | Add +14.1% | 1,995 | $475K |
| Norris Perne & French LLP | 0.03% | No change | 1,990 | $472K |
| Rede Wealth, LLC | 0.18% | Add +0.8% | 1,988 | $472K |
| Heritage Investment Group, Inc. | 0.09% | No change | 1,985 | $471K |
| Horst & Graben Wealth Management LLC | 0.08% | Add +0.1% | 1,982 | $470K |
| Washburn Capital Management, Inc. | 0.34% | Reduce -5.3% | 1,979 | $469K |
| Trademark Financial Management, LLC | 0.37% | Reduce -29.6% | 1,970 | $467K |
| Ullmann Wealth Partners Group, LLC | 0.06% | New | 1,967 | $467K |
| Convergence Financial, LLC | 0.10% | Reduce -17.1% | 1,959 | $465K |
| Harbour Investment Management LLC | 0.21% | No change | 1,952 | $464K |
| Thompson Davis & Co., Inc. | 0.34% | Reduce -1.2% | 1,957 | $464K |
| Kaizen Financial Strategies | 0.27% | No change | 1,949 | $462K |
| Madison Wealth Partners, Inc | 0.14% | Add +40.6% | 1,944 | $461K |
| Equita Financial Network, Inc. | 0.17% | Add +0.1% | 1,943 | $461K |
| Bogart Wealth, LLC | 0.02% | Add +0.6% | 1,941 | $460K |
| Melone Private Wealth, LLC | 0.24% | Add +0.3% | 1,941 | $460K |
| Essex LLC | 0.09% | Reduce -5.3% | 1,939 | $460K |
| Kavar Capital Partners Group, LLC | 0.07% | No change | 1,939 | $460K |
| Harmony Asset Management LLC | 0.17% | Add +19.2% | 1,937 | $459K |
| Lodestone Wealth Management LLC | 0.23% | Reduce -0.7% | 1,935 | $459K |
| Means Investment Co., Inc. | 0.05% | Add +0.2% | 1,932 | $458K |
| Synergy Financial Group, LTD | 0.43% | Add +1.3% | 1,924 | $456K |
| DecisionPoint Financial, LLC | 0.14% | Add +0.6% | 1,921 | $456K |
| NTV Asset Management LLC | 0.06% | No change | 1,918 | $455K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -16.0% | 1,914 | $454K |
| GEM Asset Management, LLC | 0.26% | Reduce -0.6% | 1,932 | $454K |
| Center For Asset Management LLC | 0.27% | Add +13.3% | 1,906 | $452K |
| Missouri Trust & Investment Co | 0.16% | Add +2.1% | 1,905 | $452K |
| Per Stirling Capital Management, LLC. | 0.06% | Add +1.5% | 1,905 | $452K |
| Human Investing LLC | 0.08% | Add +5.1% | 1,901 | $451K |
| Cypress Capital Group | 0.05% | No change | 1,894 | $449K |
| McCarter Private Wealth Services LLC | 0.28% | — | 1,890 | $448K |
| Sara-Bay Financial | 0.16% | Reduce -16.4% | 1,887 | $448K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 1,886 | $447K |
| WealthCare Investment Partners, LLC | 0.20% | Add +1.3% | 1,903 | $447K |
| Unionview, LLC | 0.35% | Add +0.4% | 1,883 | $447K |
| Bar Harbor Wealth Management | 0.03% | Add +5.5% | 1,876 | $445K |
| Adamsbrown Wealth Consultants LLC | 0.15% | No change | 1,875 | $445K |
| United Advisor Group, LLC | 0.10% | Add +4.9% | 1,873 | $444K |
| Spreng Capital Management, Inc. | 0.21% | Reduce -44.1% | 1,867 | $443K |
| TrinityPoint Wealth, LLC | 0.06% | Add +0.1% | 1,863 | $442K |
| Newport Capital Group, LLC | 0.32% | No change | 1,859 | $441K |
| Front Row Advisors LLC | 0.16% | Reduce -27.5% | 1,845 | $439K |
| Vision Capital Management, Inc. | 0.06% | No change | 1,847 | $438K |
| Fort Sheridan Advisors LLC | 0.07% | Reduce -23.4% | 1,841 | $437K |
| Mascoma Wealth Management LLC | 0.11% | Reduce -19.1% | 1,829 | $434K |
| UNIVEST FINANCIAL Corp | 0.03% | New | 1,828 | $434K |
| YHB Investment Advisors, Inc. | 0.04% | Reduce -36.9% | 1,826 | $433K |
| OLIO Financial Planning | 0.18% | Add +5.9% | 2,004 | $432K |
| Chemistry Wealth Management LLC | 0.10% | Reduce -4.7% | 1,820 | $432K |
| Griffin Asset Management, Inc. | 0.05% | Add +4.8% | 1,819 | $431K |
| Platform Technology Partners | 0.14% | Add +18.8% | 1,815 | $431K |
| Shira Ridge Wealth Management | 0.22% | Add +50.5% | 1,813 | $430K |
| Continental Investors Services, Inc. | 0.88% | Add +0.7% | 1,830 | $430K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -7.6% | 1,811 | $430K |
| Relyea Zuckerberg Hanson LLC | 0.07% | Reduce -0.1% | 1,811 | $430K |
| First National Bank of Mount Dora, Trust Investment Services | 0.10% | No change | 1,808 | $429K |
| LifeGuide Financial Advisors, LLC | 0.18% | No change | 1,806 | $428K |
| Noesis Capital Mangement Corp. | 0.08% | New | 1,803 | $428K |
| Vise Technologies, Inc. | 0.05% | Add +1.3% | 1,801 | $427K |
| Legacy Private Trust Co. | 0.03% | Add +2.0% | 1,796 | $426K |
| Spinnaker Trust | 0.03% | Reduce -1.1% | 1,794 | $426K |
| Valley National Advisers Inc. | 0.08% | Reduce -10.3% | 1,793 | $425K |
| Middleton & Co. Inc. | 0.05% | No change | 1,780 | $422K |
| Destination Wealth Management | 0.01% | Add +60.1% | 1,772 | $420K |
| MainStreet Investment Advisors LLC | 0.06% | No change | 1,770 | $420K |
| Seven Mile Advisory | 0.28% | New | 1,768 | $419K |
| Tolleson Wealth Management, Inc. | 0.08% | No change | 1,761 | $419K |
| Journey Strategic Wealth LLC | 0.02% | Add +15.4% | 1,758 | $417K |
| IAG Wealth Partners, LLC | 0.08% | Reduce -12.5% | 1,757 | $417K |
| Verdence Capital Advisors LLC | 0.03% | Add +22.6% | 1,755 | $416K |
| Meridian Financial Partners LLC | 0.21% | Add +12.2% | 1,747 | $414K |
| Interchange Capital Partners, LLC | 0.15% | Reduce -0.8% | 1,745 | $414K |
| Beacon Investment Advisory Services, Inc. | 0.02% | Add +16.2% | 1,733 | $411K |
| Financial & Tax Architects, LLC | 0.11% | New | 1,733 | $411K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -15.3% | 1,729 | $411K |
| Horan Securities, Inc. | 0.16% | Reduce -5.4% | 1,731 | $411K |
| Verition Fund Management LLC | 0.00% | New | 1,728 | $410K |
| HBW Advisory Services LLC | 0.06% | Reduce -38.5% | 1,719 | $408K |
| FF Advisors,LLC | 0.27% | Add +18.5% | 1,695 | $408K |
| TruWealth Advisors, LLC | 0.02% | Reduce -4.0% | 1,713 | $406K |
| Global Financial Private Client, LLC | 0.16% | No change | 1,710 | $406K |
| Alta Wealth Advisors LLC | 0.18% | Add +17.2% | 1,701 | $404K |
| Carret Asset Management, LLC | 0.04% | No change | 1,695 | $402K |
| Arthur M. Cohen & Associates, LLC | 0.07% | No change | 1,705 | $400K |
| Elmwood Wealth Management, Inc. | 0.16% | Add +7.2% | 1,685 | $400K |
| Bouchey Financial Group, Ltd. | 0.04% | Add +1.6% | 1,684 | $400K |
| Madison Park Capital Advisors, LLC | 0.30% | Reduce -1.4% | 1,679 | $398K |
| GHP Investment Advisors, Inc. | 0.02% | Add +25.5% | 1,677 | $398K |
| Advance Capital Management, Inc. | 0.02% | Reduce -1.1% | 1,658 | $393K |
| Weitzel Financial Services, Inc. | 0.18% | Reduce -0.2% | 1,669 | $392K |
| Caldwell Trust Co | 0.04% | Reduce -11.9% | 1,650 | $391K |
| Obsidian Personal Planning Solutions LLC | 0.20% | Reduce -0.2% | 1,660 | $391K |
| Meridian Management Co. | 0.10% | Add +0.2% | 1,648 | $391K |
| Wulff, Hansen & Co. | 0.35% | No change | 1,640 | $389K |
| Barnes Pettey Financial Advisors, LLC | 0.31% | Add +0.2% | 1,636 | $388K |
| Westmount Partners, LLC | 0.12% | Add +11.2% | 1,635 | $388K |
| RVW Wealth, LLC | 0.04% | Reduce -3.0% | 1,633 | $387K |
| Clearstead Trust, LLC | 0.09% | Add +0.3% | 1,631 | $387K |
| Altiora Financial Group, LLC | 0.09% | No change | 1,631 | $387K |
| Pacific Sage Partners, LLC | 0.09% | Reduce -10.3% | 1,629 | $386K |
| Confluence Wealth Services, Inc. | 0.03% | Reduce -27.6% | 1,628 | $386K |
| Bakala Capital LLC | 2.56% | Add +2.3% | 1,623 | $385K |
| Total Clarity Wealth Management, Inc. | 0.12% | Reduce -1.5% | 1,623 | $385K |
| Baker Tilly Wealth Management, LLC | 0.17% | Reduce -24.9% | 1,619 | $384K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 1,618 | $384K |
| Kitching Partners, LLC | 0.51% | New | 1,617 | $384K |
| Plante Moran Financial Advisors, LLC | 0.03% | No change | 1,617 | $384K |
| Camden National Bank | 0.05% | Reduce -3.6% | 1,606 | $381K |
| Coastwise Capital Group, LLC | 0.31% | No change | 1,602 | $380K |
| Axos Invest Inc. | 0.26% | — | 1,591 | $377K |
| WealthTrust Axiom LLC | 0.11% | No change | 1,590 | $377K |
| Eagle Bay Advisors LLC | 0.14% | No change | 1,584 | $377K |
| TruNorth Capital Management, LLC | 0.11% | Add +2.0% | 1,583 | $375K |
| River Street Advisors LLC | 0.21% | No change | 1,580 | $375K |
| Windward Private Wealth Management Inc. | 0.14% | Add +14.0% | 1,576 | $374K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +9.6% | 1,571 | $373K |
| Donor Advised Charitable Giving, Inc. | 0.01% | No change | 1,571 | $373K |
| Sequent Planning LLC | 0.13% | Add +25.9% | 1,558 | $370K |
| Morling Financial Advisors, LLC | 0.14% | Add +128.7% | 1,555 | $369K |
| Warther Private Wealth, LLC | 0.13% | No change | 1,551 | $368K |
| EagleClaw Capital Managment, LLC | 0.06% | No change | 1,550 | $368K |
| Shepherd Financial Partners LLC | 0.04% | No change | 1,548 | $367K |
| Keener Financial Planning LLC | 0.24% | Reduce -1.8% | 1,551 | $367K |
| Cedar Point Capital Partners, LLC | 0.25% | Reduce -1.7% | 1,539 | $365K |
| Physician Wealth Advisors, Inc. | 0.07% | New | 1,515 | $364K |
| Integrity Wealth Solutions LLC | 0.21% | Add +4.3% | 1,525 | $363K |
| HM Payson & Co. | 0.01% | No change | 1,527 | $362K |
| JGP Wealth Management, LLC | 0.05% | Add +17.6% | 1,527 | $362K |
| Fortis Capital Management LLC | 0.07% | Reduce -1.4% | 1,522 | $361K |
| Forum Private Client Group LLC | 0.16% | Reduce -5.1% | 1,515 | $359K |
| Schmidt P J Investment Management Inc. | 0.06% | Add +0.9% | 1,511 | $358K |
| TAP Consulting, LLC | 0.07% | Reduce -0.6% | 1,510 | $358K |
| DF Dent & Co. Inc. | 0.00% | No change | 1,510 | $358K |
| Hardin Capital Partners, LLC | 0.20% | Add +0.3% | 1,522 | $358K |
| Jim Saulnier & Associates, LLC | 0.35% | — | 1,507 | $357K |
| Beacon Capital Management, LLC | 0.05% | Add +20.9% | 1,504 | $357K |
| Maple Capital Management, Inc. | 0.03% | Reduce -45.0% | 1,503 | $357K |
| Selective Wealth Management, Inc. | 0.15% | Reduce -21.4% | 1,502 | $353K |
| Busey Bank | 0.01% | Add +24.4% | 1,483 | $352K |
| Clarius Group, LLC | 0.02% | Add +37.2% | 1,482 | $352K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +25.3% | 1,477 | $350K |
| Essential Planning, LLC. | 0.14% | No change | 1,476 | $350K |
| LJI Wealth Management, LLC | 0.07% | Reduce -19.1% | 1,469 | $349K |
| Arvest Bank Trust Division | 0.02% | — | 1,466 | $348K |
| Capital Advisors Wealth Management, LLC | 0.06% | Add +23.4% | 1,462 | $347K |
| L. Roy Papp & Associates, LLP | 0.04% | No change | 1,455 | $345K |
| NorthRock Partners, LLC | 0.01% | Add +9.0% | 1,440 | $343K |
| Oak Harvest Investment Services | 0.05% | Add +2.0% | 1,444 | $343K |
| Strategic Equity Management | 0.16% | Add +46.2% | 1,443 | $342K |
| Callan Family Office, LLC | 0.06% | Add +20.1% | 1,437 | $341K |
| ZWJ Investment Counsel Inc. | 0.01% | Add +9.9% | 1,436 | $341K |
| Fisher Asset Management | 0.00% | Reduce -71.7% | 1,434 | $340K |
| CVA Family Office, LLC | 0.06% | Reduce -22.8% | 1,433 | $340K |
| Retirement Guys Formula LLC | 0.16% | Reduce -17.0% | 1,432 | $340K |
| Key Financial Inc | 0.07% | Reduce -6.8% | 1,431 | $339K |
| Pennsylvania Capital Management Inc. | 0.12% | Add +0.1% | 1,431 | $339K |
| Trek Financial, LLC | 0.03% | New | 1,427 | $338K |
| Modern Wealth Management, LLC | 0.02% | Add +35.3% | 1,425 | $338K |
| Lincoln Capital LLC | 0.07% | Add +6.5% | 1,424 | $338K |
| Personal Cfo Solutions, LLC | 0.05% | Add +8.1% | 1,424 | $338K |
| First Community Trust NA | 0.27% | Add +33.9% | 1,418 | $336K |
| Nova R Wealth, Inc. | 0.17% | Reduce -2.8% | 1,415 | $336K |
| ZynergyRetirementPlanningLLC | 0.24% | Reduce -1.1% | 1,412 | $335K |
| Balentine LLC | 0.01% | Add +314.7% | 1,410 | $334K |
| CFS Investment Advisory Services, LLC | 0.03% | Reduce -0.8% | 1,400 | $332K |
| Archer Investment Corp | 0.09% | Reduce -3.5% | 1,396 | $331K |
| Alliance Wealth Advisors, LLC | 0.19% | Add +0.1% | 1,396 | $331K |
| Flower City Capital | 0.19% | Reduce -0.4% | 1,391 | $331K |
| Boston Mountain Money Management Inc. | 0.19% | Add +10.6% | 1,390 | $330K |
| Tiller Private Wealth, Inc. | 0.14% | No change | 1,385 | $329K |
| Warren Street Wealth Advisors, LLC | 0.14% | No change | 1,384 | $328K |
| Novak & Powell Financial Services, Inc. | 0.19% | Reduce -88.7% | 1,383 | $328K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -12.4% | 1,383 | $328K |
| Detalus Advisors, LLC | 0.11% | Add +3.5% | 1,377 | $327K |
| Clifford Group, LLC | 0.25% | No change | 1,374 | $326K |
| Kiely Wealth Advisory Group, Inc. | 0.21% | New | 1,280 | $325K |
| Kwmg, LLC | 0.03% | Reduce -1.2% | 1,366 | $324K |
| Transform Wealth, LLC | 0.02% | Reduce -1.2% | 1,353 | $322K |
| Sheets Smith Wealth Management | 0.04% | Reduce -1.6% | 1,355 | $321K |
| Patrick M Sweeney & Associates, Inc. | 0.24% | Add +7.4% | 1,352 | $321K |
| Clark Estates Inc. | 0.06% | No change | 1,350 | $320K |
| Absolute Capital Management, LLC | 0.19% | Add +17.4% | 1,345 | $320K |
| Curi Capital, LLC | 0.01% | Reduce -7.6% | 1,343 | $319K |
| Total Wealth Planning, LLC | 0.05% | No change | 1,341 | $318K |
| Kelly Financial Services LLC | 0.12% | Add +0.6% | 1,341 | $318K |
| Certuity, LLC | 0.03% | Reduce -48.3% | 1,339 | $318K |
| London Co. of Virginia | 0.00% | Add +7.3% | 1,327 | $315K |
| Drake & Associates, LLC | 0.10% | Add +41.0% | 1,320 | $313K |
| Facet Wealth, Inc. | 0.01% | Add +27.9% | 1,325 | $313K |
| Tempus Wealth Planning, LLC | 0.11% | Add +0.2% | 1,318 | $313K |
| Hancock Whitney Corp. | 0.01% | No change | 1,314 | $312K |
| FinTrust Capital Advisors, LLC | 0.05% | Add +7.0% | 1,312 | $311K |
| Resources Management Corp. /CT/ | 0.04% | Reduce -0.4% | 1,311 | $311K |
| Covenant Asset Management, LLC | 0.07% | Add +35.9% | 1,309 | $311K |
| Resonant Capital Advisors, LLC | 0.02% | Reduce -2.0% | 1,302 | $310K |
| Osborne Partners Capital Management, LLC | 0.02% | No change | 1,303 | $309K |
| Invst, LLC | 0.04% | Reduce -2.0% | 1,303 | $309K |
| LexAurum Advisors, LLC | 0.07% | Reduce -20.9% | 1,302 | $309K |
| Planning Capital Management Corp | 0.20% | Add +0.1% | 1,300 | $308K |
| Angeles Wealth Management, LLC | 0.03% | No change | 1,298 | $308K |
| Wills Financial Group, Inc. | 0.13% | No change | 1,296 | $307K |
| Trexquant Investment LP | 0.00% | Reduce -26.3% | 1,296 | $307K |
| Opal Wealth Advisors, LLC | 0.10% | Add +2.3% | 1,291 | $306K |
| Indiana Trust & Investment Management Co | 0.10% | Reduce -0.1% | 1,290 | $306K |
| Farmers Trust Co. | 0.06% | Reduce -4.8% | 1,284 | $305K |
| Monograph Wealth Advisors, LLC | 0.04% | Add +3.4% | 1,278 | $304K |
| Estate Counselors, LLC | 0.03% | No change | 1,280 | $304K |
| Smith Thornton Advisors LLC | 0.20% | No change | 1,276 | $303K |
| WMG Financial Advisors, LLC | 0.14% | Reduce -1.7% | 1,273 | $302K |
| Austin Private Wealth, LLC | 0.03% | Reduce -1.4% | 1,272 | $302K |
| Herold Advisors, Inc. | 0.07% | Reduce -10.9% | 1,270 | $301K |
| Valley Financial Group, Inc. | 0.21% | Add +0.7% | 1,268 | $301K |
| Vestia Personal Wealth Advisors | 0.28% | Add +1.7% | 1,268 | $301K |
| WNY Asset Management, LLC | 0.04% | New | 1,266 | $300K |
| Clare Market Investments LLC | 0.08% | New | 1,265 | $300K |
| Oakworth Capital, Inc. | 0.02% | No change | 1,263 | $300K |
| ORG Partners LLC | 0.05% | Add +574.9% | 1,262 | $299K |
| Pitcairn Co. | 0.02% | No change | 1,257 | $298K |
| Cornerstone Advisory, LLC | 0.04% | Add +4.2% | 1,250 | $297K |
| CGC Financial Services, LLC | 0.12% | No change | 1,247 | $296K |
| Legacy Financial Advisors, Inc. | 0.05% | Reduce -3.2% | 1,243 | $295K |
| SJS Investment Consulting Inc. | 0.05% | No change | 1,239 | $294K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -12.2% | 1,233 | $292K |
| SilverOak Wealth Management LLC | 0.07% | No change | 1,227 | $291K |
| Aspect Partners, LLC | 0.16% | No change | 1,226 | $291K |
| L.M. Kohn & Company | 0.07% | Add +18.5% | 1,224 | $290K |
| Raffa Wealth Management, LLC | 0.07% | Add +0.4% | 1,220 | $289K |
| Fiduciary Financial Group, LLC | 0.07% | Reduce -36.4% | 1,229 | $289K |
| Live Oak Private Wealth LLC | 0.05% | Reduce -1.1% | 1,216 | $288K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,205 | $286K |
| MBA Advisors LLC | 0.14% | Reduce -3.2% | 1,204 | $286K |
| Millington Financial Advisors, LLC | 0.18% | Add +0.2% | 1,203 | $285K |
| Richard P Slaughter Associates Inc | 0.07% | No change | 1,202 | $285K |
| Evoke Wealth, LLC | 0.01% | New | 1,198 | $285K |
| EnRich Financial Partners LLC | 0.09% | Add +19.1% | 1,191 | $283K |
| Shakespeare Wealth Management, LLC | 0.07% | No change | 1,190 | $282K |
| Thrive Capital Management, LLC | 0.13% | Add +12.1% | 1,189 | $282K |
| Moody National Bank Trust Division | 0.03% | No change | 1,186 | $281K |
| TPG Advisors LLC | 0.22% | Add +11.3% | 1,185 | $281K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.11% | No change | 1,183 | $280K |
| Hill Investment Group Partners, LLC | 0.04% | No change | 1,293 | $280K |
| Bluesphere Advisors LLC | 0.14% | Add +10.4% | 1,177 | $279K |
| Smith Salley Wealth Management | 0.02% | New | 1,177 | $279K |
| Matrix Asset Advisors Inc. | 0.03% | Add +8.3% | 1,168 | $277K |
| Aull & Monroe Investment Management Corp | 0.13% | No change | 1,168 | $277K |
| Sensible Money, LLC | 0.12% | Add +9.9% | 1,166 | $277K |
| KWB Wealth | 0.04% | Reduce -4.7% | 1,267 | $276K |
| Grey Ledge Advisors, LLC | 0.07% | Reduce -13.2% | 1,164 | $276K |
| Heck Capital Advisors, LLC | 0.03% | Add +0.3% | 1,157 | $275K |
| Northwest Capital Management Inc | 0.10% | No change | 1,157 | $274K |
| Traction Financial Partners, LLC | 0.22% | Reduce -3.4% | 1,156 | $274K |
| Sit Investment Associates Inc. | 0.01% | No change | 1,154 | $274K |
| DHJJ Financial Advisors, Ltd. | 0.11% | Reduce -1.1% | 1,155 | $274K |
| Brown Miller Wealth Management, LLC | 0.11% | No change | 1,154 | $274K |
| Canvas Wealth Advisors, LLC | 0.08% | Add +10.4% | 1,149 | $273K |
| Glen Eagle Advisors, LLC | 0.05% | Add +3.4% | 1,152 | $273K |
| Advantage Trust Co | 0.19% | Add +50.4% | 1,152 | $273K |
| Shared Vision Wealth Group LLC | 0.14% | No change | 1,141 | $271K |
| Retirement Solution LLC | 0.07% | Add +1.5% | 1,139 | $270K |
| Pegasus Partners Ltd. | 0.03% | Add +0.7% | 1,137 | $270K |
| Cape Investment Advisory, Inc. | 0.11% | Add +94.8% | 1,134 | $269K |
| Beck Mack & Oliver LLC | 0.01% | No change | 1,130 | $268K |
| Stonegate Investment Group, LLC | 0.01% | Add +4.1% | 1,124 | $267K |
| Courage Miller Partners, LLC | 0.09% | Reduce -1.0% | 1,122 | $266K |
| Davis Investment Partners, LLC | 0.11% | Add +0.2% | 1,130 | $265K |
| Hazlett, Burt & Watson, Inc. | 0.12% | Add +76.2% | 1,119 | $265K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -64.5% | 1,116 | $265K |
| Sentinel Pension Advisors, LLC | 0.05% | Add +3.4% | 1,114 | $264K |
| Silvia McColl Wealth Management, LLC | 0.20% | No change | 1,110 | $263K |
| R. W. Roge & Company, Inc. | 0.14% | No change | 1,109 | $263K |
| Buttonwood Financial Advisors Inc. | 0.11% | Reduce -29.2% | 1,107 | $263K |
| Campbell Wealth Management | 0.02% | New | 1,103 | $262K |
| Pictet North America Advisors SA | 0.03% | No change | 1,104 | $262K |
| Howe & Rusling Inc. | 0.02% | Add +13.1% | 1,104 | $262K |
| Oarsman Capital, Inc. | 0.05% | Add +16.5% | 1,103 | $262K |
| Apriem Advisors | 0.03% | New | 1,103 | $262K |
| Austin Wealth Management, LLC | 0.06% | No change | 1,117 | $261K |
| Aureus Asset Management, LLC | 0.02% | Reduce -26.1% | 1,100 | $261K |
| TBH Global Asset Management, LLC | 0.06% | New | 1,100 | $261K |
| Elevate Wealth Advisory, Inc. | 0.19% | No change | 1,095 | $261K |
| Valued Retirements, Inc. | 0.36% | No change | 1,096 | $260K |
| Blueprint Investment Partners LLC | 0.05% | Reduce -4.3% | 1,095 | $260K |
| New Insight Wealth Advisors | 0.14% | New | 1,086 | $258K |
| BKM Wealth Management, LLC | 0.10% | No change | 1,086 | $258K |
| Tsfg, LLC | 0.06% | Add +9.8% | 1,084 | $257K |
| Partnership Wealth Management, LLC | 0.18% | Reduce -26.6% | 1,082 | $257K |
| Marco Investment Management LLC | 0.02% | No change | 1,080 | $256K |
| Sentry LLC | 0.05% | No change | 1,080 | $256K |
| Legacy PCG, LLC | 0.18% | Reduce -75.8% | 1,078 | $256K |
| Impact Partnership Wealth, LLC | 0.06% | Add +9.9% | 1,075 | $255K |
| Founders Financial Securities LLC | 0.02% | Reduce -51.8% | 1,069 | $254K |
| Wintrust Investments LLC | 0.19% | Reduce -90.5% | 1,070 | $253K |
| Stonebrook Private Inc. | 0.07% | Add +0.3% | 1,066 | $253K |
| Values Added Financial LLC | 0.16% | Reduce -20.8% | 1,065 | $253K |
| Lake Street Private Wealth, LLC | 0.04% | Add +0.2% | 1,062 | $252K |
| Covestor Ltd | 0.16% | Add +9.1% | 1,057 | $251K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | New | 1,052 | $249K |
| Northstar Advisory Group, LLC | 0.13% | Add +0.4% | 1,043 | $247K |
| Moloney Securities Asset Management, LLC | 0.03% | New | 1,040 | $247K |
| O'Brien Wealth Partners LLC | 0.05% | New | 1,040 | $247K |
| Tobias Financial Advisors, Inc. | 0.05% | New | 1,039 | $246K |
| Walker Financial Services, Inc. | 0.17% | Reduce -1.4% | 1,035 | $246K |
| CFO4Life Group, LLC | 0.04% | New | 1,035 | $246K |
| Twin Capital Management Inc. | 0.03% | Add +10.9% | 1,026 | $243K |
| Aletheian Wealth Advisors LLC | 0.14% | Reduce -8.2% | 1,021 | $242K |
| McCarthy Asset Management, Inc. | 0.15% | Add +0.2% | 1,018 | $241K |
| Balboa Wealth Partners | 0.06% | Reduce -24.1% | 1,016 | $241K |
| VERITY Wealth Advisors | 0.17% | No change | 1,015 | $241K |
| Forum Financial Management, LP | 0.00% | Reduce -17.5% | 1,014 | $241K |
| Gilbert & Cook, Inc. | 0.03% | No change | 1,012 | $240K |
| CAP Partners, LLC | 0.18% | Reduce -0.2% | 1,008 | $239K |
| Security National Bank of Sioux City Iowa | 0.15% | Reduce -0.5% | 1,008 | $239K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 1,003 | $238K |
| Shulman DeMeo Asset Management LLC | 0.06% | No change | 1,000 | $237K |
| Insigneo Advisory Services, LLC | 0.02% | No change | 1,000 | $237K |
| Matisse Capital | 0.11% | Add +7.9% | 996 | $236K |
| First Trust Investment Solutions L.P. | 0.03% | No change | 988 | $234K |
| Barclays PLC | 0.00% | No change | 988 | $234K |
| Community Bank, N.A. | 0.03% | Reduce -3.6% | 988 | $234K |
| RHS Financial, LLC | 0.12% | New | 979 | $232K |
| Pasadena Private Wealth, LLC | 0.05% | New | 979 | $232K |
| Amplius Wealth Advisors, LLC | 0.03% | Add +0.2% | 978 | $232K |
| Twin City Private Wealth, LLC | 0.20% | Add +15.6% | 972 | $231K |
| Roman Butler Fullerton & Co. | 0.07% | No change | 961 | $231K |
| Lunt Capital Management, Inc. | 0.11% | New | 972 | $231K |
| Financial Life Advisors | 0.09% | Reduce -0.7% | 970 | $230K |
| Alhambra Investment Management LLC | 0.12% | Reduce -93.7% | 963 | $228K |
| EPIQ Capital Group, LLC | 0.07% | Add +0.4% | 959 | $228K |
| Retirement Income Solutions, Inc. | 0.05% | No change | 961 | $228K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +0.5% | 960 | $228K |
| Raleigh Capital Management Inc. | 0.09% | Reduce -11.8% | 960 | $228K |
| Capital Square, LLC | 0.14% | New | 958 | $227K |
| First Western Trust Bank | 0.01% | Reduce -13.2% | 958 | $227K |
| Bensler, LLC | 0.03% | Reduce -10.2% | 957 | $227K |
| Dravo Bay LLC | 0.12% | Reduce -25.8% | 955 | $227K |
| Breakwater Investment Management | 0.09% | Reduce -6.4% | 951 | $226K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.06% | Add +1.1% | 946 | $225K |
| Fairhaven Wealth Management, LLC | 0.07% | Add +2.4% | 943 | $224K |
| Prosperity Consulting Group, LLC | 0.02% | Add +0.9% | 940 | $223K |
| Signify Wealth | 0.27% | Reduce -13.6% | 938 | $223K |
| Stokes Family Office, LLC | 0.02% | New | 937 | $222K |
| AF Advisors, Inc. | 0.03% | Add +0.1% | 936 | $222K |
| Pekin Hardy Strauss, Inc. | 0.03% | New | 932 | $221K |
| Waterfront Wealth Inc. | 0.05% | New | 927 | $221K |
| Holderness Investments Co. | 0.05% | No change | 931 | $221K |
| LifePro Asset Management | 0.13% | New | 926 | $220K |
| Caldwell Sutter Capital, Inc. | 0.10% | Add +0.9% | 925 | $219K |
| Central Bank & Trust Co. | 0.03% | No change | 925 | $219K |
| Accurate Wealth Management, LLC | 0.04% | New | 914 | $219K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 925 | $219K |
| Calton & Associates, Inc. | 0.08% | New | 921 | $219K |
| Simplicity Wealth,LLC | 0.02% | Reduce -98.3% | 920 | $218K |
| Pine Harbor Wealth Management, LLC | 0.11% | Reduce -0.4% | 917 | $218K |
| North Ridge Wealth Advisors, Inc. | 0.15% | New | 915 | $217K |
| Dohj, LLC | 0.05% | Reduce -75.0% | 924 | $217K |
| Correct Capital Wealth Management | 0.05% | New | 913 | $217K |
| Benchmark Financial Wealth Advisors, LLC | 0.07% | New | 912 | $216K |
| Kraft, Davis & Associates, LLC | 0.06% | Reduce -1.0% | 913 | $216K |
| First Foundation Advisors | 0.01% | New | 909 | $216K |
| Nilsine Partners, LLC | 0.03% | New | 908 | $215K |
| Retirement Capital Strategies | 0.08% | New | 907 | $215K |
| Mason Investment Advisory Services, Inc. | 0.01% | Reduce -3.3% | 904 | $214K |
| Regimen Wealth, LLC | 0.07% | New | 902 | $214K |
| RCS Financial Planning, LLC | 0.12% | New | 892 | $212K |
| LVW Advisors, LLC | 0.03% | Reduce -22.5% | 894 | $212K |
| Lion Street Advisors, LLC | 0.07% | Reduce -5.1% | 892 | $212K |
| Colonial River Investments, LLC | 0.10% | New | 892 | $212K |
| Richard W. Paul & Associates, LLC | 0.08% | Reduce -2.5% | 890 | $211K |
| Optivise Advisory Services LLC | 0.11% | New | 888 | $211K |
| Fernwood Investment Management, LLC | 0.07% | Reduce -24.4% | 888 | $211K |
| Beacon Wealthcare LLC | 0.08% | New | 887 | $210K |
| Buffington Mohr McNeal | 0.03% | New | 885 | $210K |
| Foster Group, Inc. | 0.01% | New | 884 | $210K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.15% | — | 884 | $210K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | New | 883 | $210K |
| Burt Wealth Advisors | 0.05% | New | 881 | $209K |
| Everstar Asset Management, LLC | 0.14% | — | 880 | $209K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 875 | $208K |
| Evergreen Advisors, LLC | 0.06% | New | 873 | $207K |
| Sterling Group Wealth Management, LLC | 0.11% | Reduce -19.5% | 873 | $207K |
| Camelot Technology Advisors, Inc. | 0.18% | New | 869 | $206K |
| Private Management Group Inc. | 0.01% | New | 863 | $205K |
| Redhawk Wealth Advisors, Inc. | 0.03% | New | 863 | $205K |
| Fragasso Financial Advisors Inc | 0.02% | New | 858 | $204K |
| Welch Group, LLC | 0.01% | New | 857 | $203K |
| Red Mountain Financial, LLC | 0.22% | New | 855 | $203K |
| Cornell Pochily Investment Advisors, Inc. | 0.07% | New | 855 | $203K |
| Paragon Private Wealth Management, LLC | 0.10% | Reduce -61.9% | 851 | $202K |
| Enterprise Bank & Trust Co | 0.07% | New | 850 | $202K |
| Spirepoint Private Client, LLC | 0.03% | New | 850 | $202K |
| Melfa Wealth Management, Inc. | 0.13% | New | 850 | $202K |
| Goodman Financial Corp | 0.04% | New | 850 | $202K |
| Blue Edge Capital, LLC | 0.03% | New | 848 | $201K |
| Ellsworth Advisors, LLC | 0.05% | New | 848 | $201K |
| Frisch Financial Group, Inc. | 0.06% | New | 846 | $201K |
| National Wealth Management Group, LLC | 0.14% | New | 847 | $201K |
| Alpha Financial Advisors, LLC | 0.09% | New | 845 | $200K |
| Harbour Capital Advisors, LLC | 0.05% | New | 847 | $200K |
| Vestor Capital, LLC | 0.02% | Add +37.8% | 838 | $199K |
| Register Financial Advisors LLC | 0.10% | Add +6.4% | 830 | $197K |
| LRI Investments, LLC | 0.02% | No change | 790 | $197K |
| MCF Advisors LLC | 0.01% | No change | 816 | $194K |
| Teachers Insurance & Annuity Association of America | 0.29% | — | 811 | $192K |
| Silicon Valley Capital Partners | 0.02% | Add +0.4% | 796 | $189K |
| Heritage Wealth Advisors | 0.01% | Reduce -0.3% | 788 | $187K |
| Northwest Bank & Trust Co | 0.14% | Add +3.4% | 771 | $183K |
| Perkins Coie Trust Co | 0.04% | No change | 769 | $182K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | Reduce -6.5% | 743 | $176K |
| Northwest Financial Advisors | 0.13% | New | 704 | $167K |
| First Pacific Financial | 0.04% | Add +644.7% | 700 | $166K |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 700 | $166K |
| Earned Wealth Advisors, LLC | 0.05% | New | 693 | $164K |
| Pathway Financial Advisers, LLC | 0.07% | Reduce -7.4% | 659 | $156K |
| Eastern Bank | 0.00% | New | 631 | $150K |
| Accent Capital Management, LLC | 0.08% | No change | 600 | $143K |
| Centerpoint Advisors, LLC | 0.05% | No change | 600 | $142K |
| Coston, McIsaac & Partners | 0.04% | No change | 591 | $140K |
| Burkett Financial Services, LLC | 0.06% | Add +1.0% | 587 | $139K |
| Adirondack Trust Co. | 0.05% | Add +1045.1% | 584 | $139K |
| Red Lighthouse Investment Management, LLC | 0.05% | No change | 571 | $135K |
| Sound Income Strategies, LLC | 0.01% | Add +428.0% | 565 | $134K |
| Pacific Center for Financial Services | 0.03% | No change | 558 | $132K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -12.6% | 553 | $132K |
| WealthCollab, LLC | 0.09% | No change | 546 | $130K |
| Element Wealth, LLC | 0.07% | No change | 540 | $128K |
| Hobbs Group Advisors, LLC | 0.04% | Reduce -3.3% | 524 | $124K |
| Woodard & Co. Asset Management Group Inc. | 0.03% | No change | 500 | $119K |
| Versant Capital Management, Inc | 0.03% | No change | 497 | $118K |
| Family Asset Management, LLC | 0.07% | No change | 492 | $117K |
| Private Wealth Management Group, LLC | 0.04% | No change | 480 | $114K |
| Planned Solutions, Inc. | 0.05% | New | 478 | $113K |
| Townsend Asset Management Corp. /NC/ | 0.04% | No change | 467 | $111K |
| Armor Investment Advisors, LLC | 0.04% | No change | 456 | $108K |
| Founders Capital Management | 0.06% | No change | 446 | $106K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 445 | $106K |
| Broadwater Capital Management LLC | 0.08% | No change | 445 | $106K |
| Vermillion & White Wealth Management Group, LLC | 0.08% | Reduce -1.3% | 444 | $105K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.2% | 441 | $105K |
| Global Trust Asset Management, LLC | 0.04% | Reduce -2.7% | 438 | $104K |
| Ulland Investment Advisors, LLC | 0.08% | Add +2.4% | 435 | $103K |
| SIMA Wealth Partners, LLC | 0.09% | Reduce -0.7% | 426 | $101K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -15.0% | 425 | $101K |
| Gables Capital Management Inc. | 0.05% | No change | 424 | $101K |
| Robinswood Financial LLC | 0.04% | Add +9.3% | 422 | $100K |
| Mark Sheptoff Financial Planning, LLC | 0.05% | No change | 420 | $100K |
| West Oak Capital, LLC | 0.05% | No change | 418 | $99K |
| GAMMA Investing LLC | 0.01% | Add +277.1% | 411 | $97K |
| Clear Point Advisors Inc. | 0.07% | Add +0.3% | 406 | $96K |
| Centennial Bank | 0.04% | Reduce -20.6% | 405 | $96K |
| Nemes Rush Group LLC | 0.01% | Add +39.1% | 409 | $93K |
| SWAN Capital LLC | 0.05% | No change | 394 | $93K |
| Mb, Levis & Associates, LLC | 0.04% | Add +0.5% | 380 | $90K |
| Smartleaf Asset Management LLC | 0.01% | No change | 375 | $89K |
| Gilliland Jeter Wealth Management LLC | 0.03% | No change | 371 | $88K |
| Atticus Wealth Management, LLC | 0.03% | Reduce -2.4% | 368 | $87K |
| Albion Financial Group | 0.01% | No change | 360 | $85K |
| GS Investments, Inc. | 0.04% | No change | 357 | $85K |
| Paladin Advisory Group, LLC | 0.06% | No change | 355 | $84K |
| New Potomac Partners, LLC | 0.04% | New | 350 | $83K |
| PSI Advisors, LLC | 0.02% | Add +5.7% | 332 | $79K |
| Bfsg, LLC | 0.01% | Add +22.7% | 330 | $78K |
| Granite FO LLC | 0.04% | New | 328 | $78K |
| Kings Path Partners LLC | 0.03% | No change | 323 | $77K |
| American Capital Advisory, LLC | 0.04% | Add +5116.7% | 313 | $74K |
| Birchbrook, Inc. | 0.04% | Reduce -16.7% | 300 | $71K |
| City Holding Co. | 0.01% | No change | 294 | $70K |
| Trust Co | 0.01% | Add +6.5% | 293 | $70K |
| Truvestments Capital LLC | 0.02% | New | 288 | $68K |
| FSA Wealth Management LLC | 0.03% | — | 288 | $68K |
| Financial Connections Group, Inc. | 0.03% | Reduce -15.6% | 271 | $64K |
| Toth Financial Advisory Corp. | 0.01% | Reduce -22.7% | 269 | $64K |
| Pflug Koory, LLC | 0.00% | — | 260 | $62K |
| Pacifica Partners Inc. | 0.03% | Reduce -18.7% | 257 | $61K |
| Reston Wealth Management LLC | 0.02% | New | 253 | $60K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -4.2% | 250 | $59K |
| Sawyer & Company, Inc | 0.02% | Add +0.4% | 246 | $58K |
| EPG Wealth Management LLC | 0.01% | Add +0.0% | 242 | $57K |
| SRH Advisors, LLC | 0.02% | No change | 240 | $57K |
| HighMark Wealth Management LLC | 0.03% | Add +0.4% | 238 | $57K |
| ESL Trust Services, LLC | 0.01% | No change | 231 | $55K |
| Criterion Capital Advisors, LLC | 0.03% | No change | 250 | $55K |
| Main Management LLC | 0.00% | No change | 229 | $54K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -26.8% | 224 | $53K |
| Acima Private Wealth, LLC | 0.02% | No change | 217 | $51K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | Add +1.0% | 211 | $50K |
| Tucker Asset Management LLC | 0.01% | Add +33.3% | 208 | $49K |
| First Personal Financial Services | 0.01% | No change | 205 | $49K |
| Voisard Asset Management Group, Inc. | 0.02% | New | 199 | $47K |
| Winch Advisory Services, LLC | 0.01% | Add +30.3% | 198 | $47K |
| Chesapeake Asset Management LLC | 0.04% | Add +61.7% | 194 | $46K |
| Tower View Wealth Management LLC | 0.03% | Add +0.5% | 193 | $46K |
| Realta Investment Advisors | 0.02% | Reduce -90.8% | 182 | $44K |
| Byrne Asset Management LLC | 0.03% | Add +1.1% | 181 | $43K |
| SYM FINANCIAL Corp | 0.01% | Reduce -9.6% | 180 | $43K |
| Your Advocates Ltd., LLP | 0.02% | No change | 178 | $42K |
| Financial Gravity Companies, Inc. | 0.01% | — | 177 | $42K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | Add +41.9% | 176 | $42K |
| Global Wealth Strategies & Associates | 0.01% | No change | 174 | $41K |
| Goodman Advisory Group, LLC | 0.01% | No change | 173 | $41K |
| Syntax Research, Inc. | 0.03% | Add +31.0% | 169 | $40K |
| Headlands Technologies LLC | 0.00% | Add +224.0% | 162 | $38K |
| Financial Perspectives, Inc | 0.01% | Add +29.8% | 161 | $38K |
| Union Savings Bank | 0.02% | No change | 158 | $37K |
| Pin Oak Investment Advisors Inc. | 0.03% | New | 160 | $37K |
| Loomis Sayles & Co. L P | 0.00% | Add +305.3% | 154 | $37K |
| Canton Hathaway, LLC | 0.01% | No change | 150 | $36K |
| Family Manage LLC | 0.01% | No change | 150 | $36K |
| Alaska Wealth Advisors, LLC | 0.01% | No change | 148 | $35K |
| Syntrinsic LLC | 0.01% | No change | 144 | $34K |
| Hanson & Doremus Investment Management | 0.01% | No change | 145 | $34K |
| Kozak & Associates, Inc. | 0.01% | New | 140 | $34K |
| Bellevue Asset Management, LLC | 0.02% | No change | 142 | $34K |
| Addison Advisors LLC | 0.01% | No change | 133 | $32K |
| Motco | 0.00% | No change | 125 | $30K |
| Robinson Capital Management, LLC | 0.01% | No change | 125 | $29K |
| Signature Resources Capital Management, LLC | 0.03% | Reduce -17.4% | 119 | $28K |
| Concord Wealth Partners | 0.00% | Reduce -7.8% | 119 | $28K |
| Belvedere Trading LLC | 0.00% | Reduce -55.8% | 118 | $28K |
| Ascentis Wealth Management, LLC | 0.01% | — | 116 | $28K |
| AlphaMark Advisors, LLC | 0.01% | Reduce -16.1% | 115 | $27K |
| Avion Wealth | 0.01% | No change | 116 | $27K |
| Colonial Trust Advisors | 0.00% | No change | 111 | $26K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 110 | $26K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -43.8% | 108 | $26K |
| Sittner & Nelson, LLC | 0.01% | No change | 107 | $25K |
| Ironwood Wealth Management, LLC. | 0.01% | No change | 105 | $25K |
| Strengthening Families & Communities, LLC | 0.01% | Reduce -65.1% | 105 | $25K |
| Morris Financial Concepts, Inc. | 0.01% | New | 103 | $24K |
| St. Johns Investment Management Company, LLC | 0.01% | New | 100 | $24K |
| Compass Wealth Management LLC | 0.01% | No change | 100 | $24K |
| Washington Growth Strategies LLC | 0.88% | — | 5,472 | $23K |
| 4Thought Financial Group Inc. | 0.01% | Reduce -94.3% | 97 | $23K |
| Arlington Trust Co LLC | 0.00% | No change | 90 | $21K |
| Hilltop National Bank | 0.01% | Reduce -61.1% | 86 | $20K |
| Northwest Investment Counselors, LLC | 0.00% | New | 84 | $20K |
| Peachtree Investment Partners, LLC | 0.01% | Add +2.4% | 84 | $20K |
| Pineridge Advisors LLC | 0.01% | No change | 81 | $19K |
| Urban Financial Advisory Corp | 0.01% | New | 80 | $19K |
| Tidemark, LLC | 0.01% | No change | 74 | $18K |
| Flaharty Asset Management, LLC | 0.00% | New | 74 | $18K |
| Investors Research Corp | 0.00% | Reduce -34.8% | 73 | $17K |
| Ballast Advisors LLC | 0.01% | Reduce -25.0% | 72 | $17K |
| West Paces Advisors Inc. | 0.00% | No change | 72 | $17K |
| Cyrus J. Lawrence, LLC | 0.00% | No change | 72 | $17K |
| Jamison Private Wealth Management, Inc. | 0.00% | No change | 69 | $16K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 65 | $15K |
| PFG Private Wealth Management, LLC | 0.01% | No change | 64 | $15K |
| Friedenthal Financial | 0.01% | No change | 63 | $15K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 61 | $15K |
| WFA of San Diego, LLC | 0.01% | No change | 60 | $14K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 55 | $13K |
| Atlantic Private Wealth, LLC | 0.01% | No change | 53 | $13K |
| New Millennium Group LLC | 0.01% | Reduce -31.6% | 52 | $12K |
| MGB Wealth Management, LLC | 0.00% | No change | 50 | $12K |
| Red Tortoise LLC | 0.01% | No change | 48 | $11K |
| Ruedi Wealth Management, Inc. | 0.00% | Add +2.3% | 45 | $11K |
| PFS Partners, LLC | 0.01% | No change | 43 | $10K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 40 | $9K |
| Ascentis Independent Advisors | 0.00% | New | 40 | $9K |
| Capital Investment Counsel, Inc | 0.00% | No change | 40 | $9K |
| Davis Capital Management | 0.01% | New | 39 | $9K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 39 | $9K |
| Fairman Group, LLC | 0.01% | Add +6.3% | 34 | $8K |
| MTM Investment Management, LLC | 0.00% | No change | 32 | $8K |
| Integrity Financial Corp | 0.00% | New | 31 | $7K |
| Zeit Capital LLC | 0.01% | No change | 30 | $7K |
| VitalStone Financial, LLC | 0.00% | No change | 30 | $7K |
| Thompson Investment Management, Inc. | 0.00% | New | 30 | $7K |
| Rice Partnership, LLC | 0.00% | No change | 27 | $6K |
| West Branch Capital LLC | 0.00% | Add +160.0% | 26 | $6K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 23 | $6K |
| Arvest Investments, Inc. | 0.00% | No change | 22 | $5K |
| Van Eck Associates Corp. | 0.00% | New | 22 | $5K |
| Providence Capital Advisors, LLC | 0.00% | Reduce -28.6% | 20 | $5K |
| Legacy Investment Solutions, LLC | 0.00% | — | 16 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | — | 16 | $4K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -86.9% | 17 | $4K |
| Redmont Wealth Advisors LLC | 0.01% | Reduce -78.1% | 14 | $3K |
| Van Den Berg Management I, Inc. | 0.00% | No change | 13 | $3K |
| Blume Capital Management, Inc. | 0.00% | New | 13 | $3K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 13 | $3K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 12 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 11 | $3K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 10 | $2K |
| WR Wealth Planners, LLC | 0.00% | No change | 9 | $2K |
| Absher Wealth Management, LLC | 0.00% | No change | 8 | $2K |
| Horizon Investments, LLC | 0.00% | No change | 7 | $2K |
| Grand Wealth Management, LLC | 0.00% | No change | 6 | $1K |
| Morse Asset Management, Inc | 0.00% | New | 5 | $1K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 5 | $1K |
| Fourpath Capital Management, LLC | 0.00% | New | 5 | $1K |
| Rakuten Securities, Inc. | 0.00% | No change | 3 | $712 |
| Nordwand Advisors, LLC | 0.00% | No change | 3 | $712 |
| Eukles Asset Management | 0.00% | New | 2 | $474 |
| Safe Harbor Fiduciary, LLC | 0.00% | — | 1 | $237 |
| Running Point Capital Advisors, LLC | 0.00% | No change | 1 | $237 |
"% 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.