Vanguard Most SM-Cap ETF-UsdVBETF
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 2,198 institutions reported holding Vanguard Most SM-Cap ETF-Usd (VB) in their 13F filings, up 29 from Q2 2025. 111 opened new positions and 64 sold out. The largest holders were Bank of America Corp. ($6.0B), Morgan Stanley ($2.0B) and Wells Fargo & Company ($1.6B). 7 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 111 | $167.7M |
| Exits | 64 | $72.3M |
All 13F filers, Q2 2025 → Q3 2025: 6,949,537 shares bought and 9,595,682 shares sold, net −2,646,145 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,198 holders
| Bank of America Corp. | 0.45% | Reduce -3.3% | 23,457,699 | $6.0B |
| Morgan Stanley | 0.12% | Add +0.5% | 7,779,544 | $2.0B |
| Wells Fargo & Company | 0.32% | Add +4.1% | 6,111,140 | $1.6B |
| Envestnet Asset Management Inc. | 0.32% | Reduce -16.8% | 4,308,811 | $1.1B |
| LPL Financial LLC | 0.29% | Add +1.0% | 3,966,099 | $1.0B |
| UBS Group AG | 0.19% | Reduce -6.0% | 3,850,412 | $979.1M |
| Mercer Global Advisors Inc. | 1.36% | Add +13.2% | 3,194,576 | $812.3M |
| Northwestern Mutual Wealth Management Co. | 0.45% | Add +5.0% | 2,677,958 | $681.0M |
| Jones Financial Companies LLLP | 0.46% | Reduce -62.1% | 2,639,026 | $672.5M |
| Captrust Financial Advisors | 1.30% | Add +5.2% | 2,513,129 | $639.0M |
| Ameriprise Financial Inc. | 0.14% | Reduce -0.0% | 2,341,719 | $595.3M |
| Royal Bank of Canada | 0.10% | Reduce -1.6% | 2,273,891 | $578.2M |
| Raymond James Financial Inc. | 0.18% | Add +0.4% | 2,222,028 | $565.0M |
| Creative Planning | 0.38% | Reduce -0.0% | 1,964,964 | $499.7M |
| PNC Financial Services Group, Inc. | 0.30% | Add +1.3% | 1,941,451 | $493.7M |
| Charles Schwab Investment Management Inc. | 0.08% | Reduce -6.6% | 1,884,675 | $479.2M |
| Mariner, LLC | 0.60% | Add +6.7% | 1,823,575 | $463.7M |
| Bank of New York Mellon Corp | 0.08% | Reduce -1.5% | 1,793,594 | $456.1M |
| Goldman Sachs Group Inc. | 0.06% | Reduce -1.6% | 1,684,406 | $428.3M |
| Wealthfront Advisers LLC | 0.89% | Add +2.0% | 1,497,626 | $380.8M |
| CIBC Private Wealth Group LLC | 0.55% | Add +7.5% | 1,269,344 | $322.8M |
| Stifel Financial Corp. | 0.27% | Add +3.1% | 1,148,733 | $292.1M |
| FMR LLC | 0.02% | Reduce -0.5% | 1,146,768 | $291.6M |
| Wellington Management Group LLP | 0.05% | Reduce -10.6% | 1,128,987 | $287.1M |
| Focus Partners Wealth | 0.46% | Add +534.1% | 1,125,295 | $286.2M |
| Mission Wealth Management, LP | 5.81% | Add +3.3% | 1,116,598 | $283.9M |
| JPMorgan Chase & Co. | 0.02% | Add +4.8% | 1,114,108 | $283.3M |
| Cetera Investment Advisers | 0.33% | Add +68.4% | 1,106,771 | $281.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 6.77% | Add +84.8% | 1,078,309 | $274.2M |
| Commonwealth Equity Services, LLC | 0.35% | Reduce -4.5% | 1,050,178 | $267.0M |
| HighTower Advisors, LLC | 0.27% | Add +9.3% | 939,059 | $238.8M |
| Tiaa Trust, National Association | 0.58% | Reduce -0.9% | 933,992 | $237.5M |
| Glenmede Investment Management, LP | 1.10% | Add +4.0% | 892,178 | $226.9M |
| Osaic Holdings, Inc. | 0.30% | Add +12.5% | 831,674 | $211.1M |
| Wealthspire Advisors, LLC | 1.06% | Reduce -0.9% | 793,728 | $201.8M |
| Baird Financial Group, Inc. | 0.31% | Reduce -3.2% | 751,095 | $191.0M |
| Nicholas Hoffman & Company, LLC. | 4.58% | Add +6.4% | 744,231 | $189.2M |
| Bank of Montreal | 0.08% | Add +10.4% | 734,875 | $186.9M |
| Cerity Partners LLC | 0.27% | Add +3.5% | 650,785 | $165.5M |
| State Street Corp. | 0.01% | Add +63.6% | 627,607 | $160.1M |
| Vanguard Group Inc. | 0.00% | Add +0.7% | 616,228 | $156.7M |
| Badgley Phelps Wealth Managers, LLC | 3.02% | Add +1.0% | 563,504 | $143.7M |
| Cullen/Frost Bankers, Inc. | 1.65% | Add +2.0% | 556,931 | $141.6M |
| Clearstead Advisors, LLC | 2.01% | Add +1.3% | 541,189 | $137.6M |
| Davis R M Inc. | 2.31% | Add +0.9% | 520,039 | $132.2M |
| 1832 Asset Management L.P. | 0.21% | Reduce -19.6% | 496,810 | $126.3M |
| Pathstone Holdings, LLC | 0.48% | Reduce -15.4% | 495,876 | $126.1M |
| Moneta Group Investment Advisors LLC | 1.00% | Add +3.7% | 495,332 | $126.0M |
| Truist Financial Corp. | 0.16% | Add +0.7% | 452,544 | $115.1M |
| Pinnacle Associates Ltd. | 1.52% | Add +2.4% | 451,808 | $114.9M |
| Corient Private Wealth LP | 0.18% | Reduce -6.0% | 449,156 | $113.9M |
| Efficient Advisors, LLC | 6.31% | Add +1.4% | 440,196 | $111.9M |
| Natixis Advisors, LLC | 0.16% | Reduce -21.8% | 439,846 | $111.8M |
| Fusion Family Wealth, LLC | 7.88% | Add +0.3% | 413,818 | $105.2M |
| MML Investors Services, LLC | 0.27% | Reduce -0.2% | 395,480 | $100.6M |
| Peapack Gladstone Financial Corp. | 1.30% | Add +1.8% | 392,469 | $99.8M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Add +1.4% | 390,154 | $99.8M |
| Rockefeller Capital Management L.P. | 0.19% | Add +35.4% | 384,171 | $97.7M |
| Baker Avenue Asset Management, LP | 2.33% | Add +0.2% | 382,307 | $97.2M |
| Equitable Holdings, Inc. | 0.69% | Add +5.1% | 371,216 | $94.4M |
| Invictus Private Wealth, LLC | 5.73% | Add +3.2% | 359,812 | $91.5M |
| Comerica Bank | 0.34% | Add +12.8% | 357,115 | $90.8M |
| Private Advisor Group, LLC | 0.44% | Reduce -0.7% | 354,051 | $90.0M |
| Heartwood Wealth Advisors LLC | 8.28% | Add +0.9% | 349,079 | $88.8M |
| Cambridge Investment Research Advisors, Inc. | 0.24% | Add +5.3% | 344,471 | $87.6M |
| Millburn Ridgefield LLC | 2.07% | No change | 341,352 | $86.8M |
| Catalyst Capital Advisors LLC | 1.75% | No change | 341,352 | $86.8M |
| Karpus Management, Inc. | 2.66% | Add +1.5% | 329,883 | $83.9M |
| Janus Henderson Group PLC | 0.04% | Reduce -2.0% | 326,077 | $82.9M |
| Citigroup Inc. | 0.06% | Reduce -0.3% | 324,199 | $82.4M |
| M&T Bank Corp | 0.27% | Add +0.9% | 314,766 | $80.0M |
| Coldstream Capital Management Inc. | 1.07% | Add +49.2% | 311,263 | $79.2M |
| Fifth Third Bancorp | 0.25% | Add +0.4% | 309,932 | $78.8M |
| Provida Pension Fund Administrator | 1.33% | Reduce -22.8% | 300,848 | $76.5M |
| Teacher Retirement System of Texas | 0.31% | No change | 299,349 | $76.1M |
| Trustmark Bank Trust Department | 4.89% | Reduce -12.1% | 296,122 | $75.3M |
| Lincoln National Corp. | 2.12% | Add +0.2% | 292,563 | $74.4M |
| Assetmark, Inc. | 0.15% | Reduce -11.7% | 283,540 | $72.1M |
| Gibraltar Capital Management, Inc. | 12.74% | Reduce -36.6% | 279,251 | $71.0M |
| US Bancorp \de | 0.08% | Reduce -0.5% | 278,376 | $70.8M |
| Park Avenue Securities LLC | 0.55% | Add +3.8% | 277,748 | $70.6M |
| Country Trust Bank | 1.48% | Add +28.2% | 266,719 | $67.8M |
| Vista Capital Partners, Inc. | 6.86% | Reduce -0.2% | 265,208 | $67.4M |
| Wit, LLC | 1.50% | Add +6.4% | 260,555 | $66.3M |
| Merit Financial Group, LLC | 0.60% | Add +21.2% | 258,587 | $65.8M |
| Smithfield Trust Co | 2.93% | Reduce -0.7% | 257,086 | $65.5M |
| Pittenger & Anderson Inc. | 2.38% | Add +1.7% | 255,561 | $65.0M |
| Center for Financial Planning, Inc. | 6.90% | Reduce -3.4% | 253,691 | $64.5M |
| Auto-Owners Insurance Co | 1.63% | No change | 249,028 | $63.3M |
| Chandler Asset Management, Inc. | 10.38% | Reduce -7.3% | 248,675 | $63.2M |
| Bessemer Group Inc. | 0.09% | Reduce -1.7% | 242,349 | $61.6M |
| CX Institutional | 1.84% | Add +14.8% | 237,926 | $60.5M |
| Betterment LLC | 0.12% | Reduce -3.9% | 234,687 | $59.7M |
| Pandi, LLC | 7.85% | No change | 232,630 | $59.2M |
| Employees Retirement System of Texas | 0.54% | No change | 226,425 | $57.6M |
| Vantagepoint Investment Advisers LLC | 0.47% | New | 225,590 | $57.4M |
| First Command Advisory Services, Inc. | 0.38% | Reduce -5.5% | 207,231 | $52.7M |
| Kestra Advisory Services, LLC | 0.24% | Reduce -2.2% | 201,881 | $51.3M |
| Ellenbecker Investment Group | 7.48% | Reduce -0.7% | 198,973 | $50.6M |
| CENTRAL TRUST Co | 1.05% | Add +6.7% | 197,653 | $50.3M |
| MAI Capital Management | 0.31% | Add +4.3% | 196,765 | $50.0M |
| Thrivent Financial for Lutherans | 0.10% | Reduce -12.5% | 191,241 | $48.6M |
| American Trust | 4.10% | Add +0.1% | 190,926 | $48.5M |
| Joel Isaacson & Co., LLC | 1.74% | Add +1.4% | 189,246 | $48.1M |
| NewEdge Advisors, LLC | 0.21% | Reduce -5.8% | 183,267 | $46.6M |
| Janney Montgomery Scott LLC | 0.11% | Reduce -4.8% | 182,472 | $46.4M |
| Choreo, LLC | 0.59% | Reduce -0.0% | 178,501 | $45.5M |
| Cary Street Partners Financial LLC | 1.18% | Add +7.0% | 178,506 | $45.4M |
| Citizens Financial Group Inc. | 0.61% | Reduce -0.3% | 173,709 | $44.3M |
| Alps Advisors Inc. | 0.25% | Add +0.5% | 173,545 | $44.1M |
| MilWealth Group LLC | 10.56% | Add +0.4% | 170,395 | $43.3M |
| TCV Trust & Wealth Management, Inc. | 3.62% | Reduce -0.8% | 169,868 | $43.2M |
| Garde Capital, Inc. | 2.16% | Add +1.4% | 168,678 | $42.9M |
| Ballast, Inc. | 10.37% | Add +2.3% | 167,436 | $42.6M |
| Chicago Partners Investment Group LLC | 1.09% | Add +6.5% | 160,937 | $41.5M |
| Parallel Advisors, LLC | 0.74% | Reduce -0.3% | 158,099 | $40.2M |
| Connecticut Wealth Management, LLC | 1.76% | Reduce -10.0% | 155,955 | $39.7M |
| Pinnacle Wealth Management Advisory Group, LLC | 2.97% | Add +6.4% | 155,458 | $39.5M |
| Investments & Financial Planning, LLC | 20.99% | Reduce -2.4% | 152,767 | $38.8M |
| Regions Financial Corp. | 0.25% | Add +1.2% | 152,271 | $38.7M |
| Compound Planning, Inc. | 1.25% | Add +10.0% | 151,295 | $38.5M |
| Wealthquest Corp | 3.03% | Add +1.1% | 149,564 | $38.0M |
| MPS Loria Financial Planners, LLC | 10.10% | Add +2.1% | 149,475 | $38.0M |
| Avior Wealth Management, LLC | 1.21% | Add +7.8% | 147,846 | $37.6M |
| Sanctuary Advisors, LLC | 0.21% | Add +6.1% | 147,161 | $37.4M |
| Heritage Investors Management Corp. | 1.10% | Reduce -0.6% | 145,217 | $36.9M |
| Legacy Financial Group LLC | 4.82% | Add +0.9% | 144,901 | $36.8M |
| Aufman Associates Inc | 20.67% | Reduce -0.9% | 144,456 | $36.7M |
| Axxcess Wealth Management, LLC | 0.78% | Add +8.7% | 144,311 | $36.7M |
| Chatham Capital Group, Inc. | 5.06% | Reduce -6.5% | 138,248 | $35.2M |
| Clark Asset Management, LLC | 4.06% | Add +9.6% | 137,444 | $34.9M |
| Acorn Financial Advisory Services Inc. | 5.36% | Add +1.3% | 137,394 | $34.9M |
| Scott Capital Advisors, LLC | 7.88% | Add +2.4% | 135,024 | $34.8M |
| SCS Capital Management LLC | 0.38% | Reduce -0.2% | 136,412 | $34.7M |
| Apella Capital, LLC | 0.77% | Add +67.2% | 136,564 | $34.6M |
| AMG National Trust Bank | 0.84% | Add +2.2% | 134,737 | $34.3M |
| Moller Wealth Partners | 7.04% | Reduce -1.9% | 132,769 | $33.8M |
| Northern Trust Corp. | 0.00% | Add +0.2% | 131,886 | $33.5M |
| Mountain Capital Investment Advisors Inc. | 5.89% | Reduce -6.6% | 131,207 | $33.5M |
| CBIZ Investment Advisory Services, LLC | 1.31% | Reduce -3.5% | 131,414 | $33.4M |
| WP Advisors, LLC | 8.48% | Reduce -4.8% | 131,259 | $33.4M |
| AA Financial Advisors, LLC | 6.50% | Add +4.5% | 130,048 | $33.1M |
| Whelan Financial | 10.44% | Reduce -1.1% | 129,584 | $33.0M |
| Pure Financial Advisors, LLC | 0.51% | Add +1.3% | 126,289 | $32.1M |
| Randolph Co Inc | 3.11% | Add +4.0% | 125,992 | $32.0M |
| Northeast Investment Management | 1.29% | Add +3.5% | 125,578 | $31.9M |
| Capital Asset Advisory Services LLC | 1.36% | Add +7.2% | 124,256 | $31.6M |
| Composition Wealth, LLC | 0.47% | Reduce -32.5% | 123,925 | $31.5M |
| Lido Advisors, LLC | 0.13% | Add +22.6% | 122,177 | $31.2M |
| St Germain D J Co. Inc. | 1.24% | Add +0.6% | 121,427 | $30.9M |
| Bluestem Financial Advisors, LLC | 12.04% | Add +3.5% | 121,045 | $30.8M |
| Brown Financial Advisory | 15.90% | Add +1.9% | 119,437 | $30.4M |
| &partners | 0.19% | Add +16.9% | 118,677 | $30.2M |
| Wolff Financial Management LLC | 6.95% | Add +3.6% | 117,701 | $29.9M |
| United Capital Financial Advisors, LLC | 0.21% | Add +1.5% | 117,462 | $29.9M |
| Beacon Pointe Advisors, LLC | 0.25% | Add +72.0% | 117,291 | $29.8M |
| NewEdge Wealth, LLC | 0.43% | Reduce -0.8% | 116,924 | $29.7M |
| Cwm, LLC | 0.09% | Add +20.6% | 116,187 | $29.5M |
| D.A. Davidson & Co. | 0.19% | Add +5.8% | 116,128 | $29.5M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -3.1% | 115,236 | $29.3M |
| Flow Traders U.S. LLC | 1.18% | New | 114,283 | $29.1M |
| Johnson Financial Group, LLC | 2.65% | Add +2.4% | 114,106 | $29.0M |
| Leavell Investment Management, Inc. | 1.22% | Reduce -2.8% | 113,081 | $28.8M |
| Focus Partners Advisor Solutions, LLC | 0.32% | Add +49.7% | 111,121 | $28.4M |
| Modera Wealth Management, LLC | 0.33% | Reduce -0.7% | 110,522 | $28.1M |
| Bank of Hawaii | 1.39% | Reduce -0.6% | 109,667 | $27.9M |
| Procyon Advisors, LLC | 1.65% | Add +864.4% | 109,182 | $27.8M |
| Nuveen, LLC | 0.01% | Add +371.1% | 108,880 | $27.7M |
| Brookstone Capital Management | 0.33% | Add +10.3% | 107,961 | $27.5M |
| Howard Capital Management Group, LLC | 1.73% | Add +1.8% | 107,764 | $27.4M |
| Searcy Financial Services Inc. | 10.41% | Add +0.5% | 107,732 | $27.4M |
| BLB&B Advisors, LLC | 1.18% | Reduce -17.8% | 107,370 | $27.3M |
| SP Asset Management LLC | 2.16% | Reduce -2.0% | 106,809 | $27.2M |
| Orion Porfolio Solutions, LLC | 0.21% | Add +9.9% | 106,281 | $27.0M |
| Stephens Inc. | 0.34% | Add +1.0% | 105,840 | $26.9M |
| Capitolis Liquid Global Markets LLC | 0.21% | Reduce -46.8% | 105,800 | $26.9M |
| Associated Banc-Corp | 0.71% | Add +12.2% | 105,493 | $26.8M |
| CreativeOne Wealth, LLC | 0.65% | Add +2.1% | 104,314 | $26.5M |
| Steward Partners Investment Advisory, LLC | 0.15% | Add +4.8% | 104,173 | $26.5M |
| Integrated Wealth Concepts LLC | 0.24% | Add +1.1% | 103,452 | $26.3M |
| MBE Wealth Management, LLC | 10.90% | Reduce -1.6% | 99,127 | $25.2M |
| Patriot Investment Management Group, Inc. | 1.63% | Reduce -1.1% | 98,300 | $25.0M |
| Summit Financial, LLC | 0.38% | Add +14.5% | 97,105 | $24.7M |
| Full Sail Capital, LLC | 1.35% | Reduce -2.8% | 96,339 | $24.5M |
| Brown Advisory Inc. | 0.03% | Reduce -0.5% | 96,294 | $24.5M |
| 3Chopt Investment Partners, LLC | 5.52% | Reduce -1.7% | 95,047 | $24.2M |
| Woodmont Investment Counsel LLC | 1.60% | Reduce -5.4% | 94,965 | $24.1M |
| Summit Trail Advisors, LLC | 0.33% | Reduce -12.5% | 92,701 | $23.6M |
| WBH Advisory Inc. | 1.80% | Reduce -2.1% | 92,729 | $23.6M |
| Montag A & Associates Inc. | 1.08% | Reduce -5.2% | 91,827 | $23.4M |
| Financial Engines Advisors L.L.C. | 0.04% | Reduce -2.8% | 90,702 | $23.1M |
| Glenview Trust Co | 0.36% | Reduce -1.0% | 89,752 | $22.8M |
| Cyndeo Wealth Partners, LLC | 1.24% | Reduce -2.5% | 87,649 | $22.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.44% | Reduce -8.5% | 86,836 | $22.1M |
| Hurlow Wealth Management Group, Inc. | 5.70% | Add +3.4% | 86,541 | $22.0M |
| Burrus Financial Services, Inc. | 10.02% | Add +1.8% | 85,922 | $21.9M |
| Koesten, Hirschmann & Crabtree, INC. | 10.39% | Add +0.9% | 85,639 | $21.8M |
| Crewe Advisors LLC | 2.08% | No change | 85,513 | $21.7M |
| Oak Hill Wealth Advisors, LLC | 4.02% | Add +6.5% | 84,461 | $21.5M |
| BCK Partners, Inc. | 11.54% | Add +6.2% | 84,290 | $21.4M |
| Cadence Bank | 1.30% | Add +5.2% | 83,949 | $21.3M |
| HB Wealth Management, LLC | 0.14% | Add +12.1% | 83,129 | $21.1M |
| Kohmann Bosshard Financial Services, LLC | 2.16% | Reduce -6.4% | 82,764 | $21.0M |
| Koshinski Asset Management, Inc. | 1.50% | Add +4.8% | 82,667 | $21.0M |
| Bleakley Financial Group, LLC | 0.49% | Reduce -4.6% | 82,555 | $21.0M |
| Marshall Financial Group Inc. | 5.72% | Add +0.9% | 81,738 | $20.8M |
| MBM Wealth Consultants, LLC | 5.12% | Reduce -1.2% | 81,164 | $20.6M |
| StoneX Group Inc. | 0.89% | Add +4.0% | 80,364 | $20.5M |
| Financial Synergies Wealth Advisors, Inc. | 2.05% | Reduce -2.1% | 79,497 | $20.2M |
| Whitegate Investment Counselors, Inc. | 6.64% | Reduce -1.1% | 79,371 | $20.2M |
| First Manhattan Co. Llc. | 0.05% | Add +1.3% | 79,039 | $20.2M |
| Compton Wealth Advisory Group, LLC | 4.64% | Add +1.9% | 78,810 | $20.0M |
| Savant Capital, LLC | 0.12% | Add +129.1% | 78,433 | $19.9M |
| Twele Capital Management, Inc. | 3.65% | Add +1.0% | 77,735 | $19.8M |
| Daymark Wealth Partners, LLC | 0.67% | Add +0.5% | 77,649 | $19.7M |
| AQR Capital Management | 0.01% | Add +78.3% | 77,491 | $19.7M |
| Berkshire Asset Management LLC | 0.84% | Add +2.8% | 77,391 | $19.7M |
| Charles Schwab Trust Co | 1.34% | Add +0.3% | 77,383 | $19.7M |
| Elm Partners Management LLC | 0.98% | Add +200.2% | 77,009 | $19.6M |
| DeDora Capital, Inc. | 4.70% | Add +2.1% | 76,517 | $19.5M |
| Curran Financial Partners, LLC | 3.81% | Add +18.0% | 75,755 | $19.3M |
| Roof Eidam Maycock Peralta, LLC | 4.68% | Reduce -3.1% | 75,674 | $19.2M |
| Simon Quick Advisors, LLC | 0.87% | Add +4.4% | 75,474 | $19.2M |
| Aspiriant, LLC | 0.59% | Add +7.5% | 75,267 | $19.1M |
| Salem Investment Counselors Inc. | 0.54% | Add +0.4% | 74,509 | $19.0M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Reduce -6.4% | 74,692 | $19.0M |
| Tectonic Advisors LLC | 1.03% | Add +4.4% | 74,494 | $18.9M |
| Brass Tax Wealth Management, Inc. | 3.08% | Reduce -47.1% | 72,802 | $18.5M |
| NorthCoast Asset Management LLC | 0.07% | Reduce -16.5% | 72,463 | $18.4M |
| Alliancebernstein L.P. | 0.01% | Add +2.7% | 72,348 | $18.4M |
| Drucker Wealth 3.0, LLC | 3.26% | Reduce -20.4% | 72,116 | $18.3M |
| SAM Advisors, LLC | 5.89% | Add +1.0% | 71,918 | $18.3M |
| Crane Advisory, LLC | 2.86% | Reduce -4.4% | 71,279 | $18.2M |
| Tidal Investments LLC | 0.08% | Add +229.5% | 71,552 | $18.2M |
| Fiduciary Wealth Partners, LLC | 7.59% | Add +229.7% | 71,108 | $18.1M |
| Marietta Wealth Management, LLC | 2.21% | Add +2.7% | 70,988 | $18.1M |
| Sage Rhino Capital LLC | 3.49% | Add +0.9% | 70,976 | $18.0M |
| Great Valley Advisor Group, Inc. | 0.36% | Reduce -0.8% | 70,841 | $18.0M |
| Atria Investments, Inc | 0.20% | Add +1.2% | 69,968 | $17.8M |
| Strategic Investment Advisors / MI | 1.59% | Reduce -99.9% | 50 | $17.7M |
| Golden Road Advisors LLC | 10.12% | Add +0.7% | 68,752 | $17.5M |
| Noble Family Wealth, LLC | 3.85% | Add +10.8% | 68,743 | $17.5M |
| Gemmer Asset Management LLC | 1.40% | Reduce -5.6% | 68,446 | $17.4M |
| QRG Capital Management, Inc. | 0.21% | Add +7.8% | 68,435 | $17.4M |
| Wealthspire Retirement, LLC | 1.11% | Add +2.5% | 68,321 | $17.4M |
| Agf Management Ltd. | 0.08% | Reduce -1.7% | 66,947 | $17.0M |
| Abound Wealth Management | 4.25% | Add +2.0% | 66,802 | $17.0M |
| Kestra Private Wealth Services, LLC | 0.22% | Add +0.2% | 65,696 | $16.7M |
| Acropolis Investment Management, LLC | 0.85% | Add +3.6% | 70,475 | $16.7M |
| Permanent Capital Management, LP | 3.11% | — | 65,293 | $16.7M |
| Whittier Trust Co. of Nevada Inc. | 0.35% | Reduce 0.0% | 64,381 | $16.6M |
| McIlrath & Eck, LLC | 1.70% | Add +9.1% | 64,579 | $16.4M |
| Bristlecone Advisors, LLC | 1.36% | Add +1.1% | 64,155 | $16.3M |
| O'shaughnessy Asset Management, LLC | 0.09% | Add +2.0% | 63,567 | $16.2M |
| Rainey & Randall Wealth Advisors Inc. | 2.70% | Add +5.3% | 63,362 | $16.2M |
| Trust Co of the South | 2.67% | No change | 63,362 | $16.1M |
| CRA Financial Services, LLC | 2.20% | Add +2.0% | 63,264 | $16.1M |
| Nelson Capital Management, LLC | 1.91% | Reduce -0.1% | 63,215 | $16.1M |
| Allworth Financial LP | 0.07% | Reduce -0.5% | 63,105 | $16.0M |
| Wealth Architects, LLC | 1.50% | Reduce -0.8% | 62,642 | $15.9M |
| Bradley Foster & Sargent Inc. | 0.23% | Reduce -0.1% | 61,065 | $15.5M |
| Cresset Asset Management, LLC | 0.07% | Add +2.5% | 60,810 | $15.5M |
| AJ Advisors, LLC | 6.35% | Add +2.4% | 60,969 | $15.5M |
| Blair William & Co. | 0.04% | Add +1.4% | 59,600 | $15.2M |
| J.W. Cole Advisors, Inc. | 0.28% | Add +5.1% | 57,800 | $14.7M |
| Johnson Investment Counsel Inc. | 0.12% | Add +2.0% | 57,565 | $14.6M |
| Vigilare Wealth Management | 5.06% | Add +53.6% | 57,487 | $14.6M |
| McAdam, LLC | 0.72% | Add +5.4% | 57,392 | $14.6M |
| Burling Wealth Partners, LLC | 2.41% | Add +2.7% | 57,334 | $14.6M |
| Plum Street Advisors, LLC | 5.62% | Add +1.6% | 57,272 | $14.6M |
| AlphaCore Capital LLC | 0.49% | Add +0.8% | 57,040 | $14.6M |
| EverSource Wealth Advisors, LLC | 0.57% | Reduce -1.6% | 56,791 | $14.4M |
| Tribridge Partners Financial LLC | 6.61% | Add +26.1% | 56,131 | $14.4M |
| Allianz SE | 0.31% | Add +23004.1% | 56,605 | $14.4M |
| Wedmont Private Capital | 0.53% | Reduce -0.6% | 56,270 | $14.4M |
| McClarren Financial Advisors, Inc. | 8.65% | Reduce -5.4% | 53,914 | $14.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.28% | Reduce -1.7% | 55,597 | $14.1M |
| GoalFusion Wealth Management, LLC | 6.69% | Add +1.2% | 55,112 | $14.0M |
| ETF Portfolio Partners, Inc. | 3.73% | Reduce -0.1% | 55,083 | $14.0M |
| VSM Wealth Advisory, LLC | 4.35% | Add +14375.5% | 55,007 | $14.0M |
| OneAscent Financial Services LLC | 0.93% | Add +11.1% | 54,528 | $13.9M |
| White Wing Wealth Management | 8.61% | Add +1.9% | 54,386 | $13.9M |
| Frisco Financial Planning LLC | 11.81% | Add +1.6% | 54,414 | $13.8M |
| TD Private Client Wealth LLC | 0.31% | Add +5.8% | 54,315 | $13.8M |
| Atmos Advisory, LLC | 8.33% | Reduce -0.1% | 53,762 | $13.7M |
| RFG Holdings, Inc. | 3.52% | Add +8.2% | 53,640 | $13.6M |
| JFG Wealth Management, LLC | 2.63% | Reduce -1.8% | 52,765 | $13.4M |
| 25 LLC | 4.57% | Add +0.2% | 52,741 | $13.4M |
| First National Corp. /Ma/ | 2.54% | Add +1.9% | 52,519 | $13.4M |
| Sage Financial Group Inc. | 0.91% | Add +1.9% | 52,352 | $13.3M |
| Riverview Capital Advisers, LLC | 3.85% | Reduce -1.6% | 52,344 | $13.3M |
| Aries Wealth Management | 3.14% | Add +3.7% | 52,145 | $13.3M |
| Focused Wealth Management, Inc | 1.42% | Add +5.0% | 51,648 | $13.1M |
| Smith & Howard Wealth Management, LLC | 3.06% | Reduce -0.2% | 51,564 | $13.1M |
| Asset Management Group, Inc. | 2.14% | Reduce -0.2% | 51,534 | $13.1M |
| Capital Group Private Client Services, Inc. | 0.22% | Add +5.8% | 51,472 | $13.1M |
| Capital Advisors Inc. | 0.22% | Add +187.2% | 51,157 | $13.0M |
| PDS Planning, Inc | 0.89% | Reduce -1.1% | 50,861 | $12.9M |
| Dunhill Financial, LLC | 4.34% | Reduce -35.1% | 50,813 | $12.9M |
| Benjamin Edwards Inc. | 0.15% | Add +122.6% | 50,502 | $12.8M |
| Arbor Wealth Advisors LLC | 9.56% | Add +0.0% | 50,360 | $12.8M |
| St. Louis Trust Co | 1.59% | Add +2.6% | 50,155 | $12.8M |
| Staley Capital Advisers Inc. | 0.52% | Reduce -3.4% | 49,672 | $12.6M |
| Oppenheimer & Co. Inc. | 0.15% | Add +0.4% | 49,654 | $12.6M |
| Clarity Wealth Advisors, LLC | 2.76% | Add +2.9% | 49,305 | $12.5M |
| Whittier Trust Co. | 0.14% | Reduce -8.9% | 48,426 | $12.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.72% | Add +25.8% | 48,929 | $12.4M |
| Ashton Thomas Private Wealth, LLC | 0.32% | Add +178.5% | 48,722 | $12.4M |
| Penserra Capital Management LLC | 0.15% | Add +13.7% | 48,651 | $12.4M |
| GeoWealth Management, LLC | 0.45% | Reduce -1.7% | 48,461 | $12.3M |
| OneDigital Investment Advisors LLC | 0.13% | Add +2.5% | 48,410 | $12.3M |
| Bartlett & Co. Wealth Management LLC | 0.16% | Add +0.4% | 48,262 | $12.3M |
| Concurrent Investment Advisors, LLC | 0.21% | Add +8.5% | 48,379 | $12.3M |
| Roberts Wealth Advisors, LLC | 3.27% | Add +0.1% | 48,357 | $12.3M |
| Vawter Financial, Ltd. | 5.54% | Add +3725.1% | 48,005 | $12.2M |
| Mitchell McLeod Pugh & Williams Inc. | 1.96% | Add +24.2% | 47,318 | $12.2M |
| Cynosure Group, LLC | 1.32% | Add +7.1% | 47,926 | $12.2M |
| Canandaigua National Bank & Trust Co. | 1.07% | Reduce -0.7% | 47,884 | $12.2M |
| David Kennon Inc | 4.38% | Reduce -1.4% | 47,836 | $12.2M |
| World Investment Advisors | 0.25% | Reduce -3.0% | 47,410 | $12.1M |
| Arrow Financial Corp | 1.23% | Reduce -3.6% | 47,362 | $12.0M |
| Kathmere Capital Management, LLC | 0.85% | Add +0.8% | 47,132 | $12.0M |
| High Note Wealth, LLC | 2.41% | Add +1.3% | 47,125 | $12.0M |
| Bear Mountain Capital, Inc. | 4.01% | Add +3.3% | 46,539 | $12.0M |
| Stratos Wealth Partners, LTD. | 0.14% | Add +6.1% | 46,754 | $11.9M |
| Rossmore Private Capital | 1.28% | Add +0.5% | 46,632 | $11.9M |
| Ballentine Partners, LLC | 0.16% | Reduce -0.5% | 46,536 | $11.8M |
| U.S. Capital Wealth Advisors, LLC | 0.32% | Add +5.5% | 46,345 | $11.8M |
| Integral Investment Advisors, Inc. | 3.17% | Add +0.9% | 46,294 | $11.8M |
| Mason & Associates, LLC | 2.93% | Add +0.0% | 49,289 | $11.7M |
| Savvy Advisors, Inc. | 0.53% | Add +101.3% | 45,684 | $11.6M |
| Cherry Tree Wealth Management, LLC | 2.55% | Add +3.9% | 45,629 | $11.6M |
| Spectrum Financial Alliance Ltd LLC | 2.84% | Reduce -0.1% | 45,585 | $11.6M |
| VestGen Advisors, LLC | 0.38% | Add +8.1% | 45,371 | $11.5M |
| Sage Mountain Advisors LLC | 0.66% | Reduce -0.2% | 45,269 | $11.5M |
| Capital Planning LLC | 3.31% | Add +2.1% | 44,582 | $11.4M |
| Peddock Capital Advisors, LLC | 2.45% | Add +0.2% | 44,648 | $11.4M |
| Berman McAleer LLC | 1.58% | — | 44,324 | $11.3M |
| Empowered Funds, LLC | 0.11% | Add +18.1% | 44,304 | $11.3M |
| Manning & Napier Advisors LLC | 0.14% | Add +3.9% | 44,217 | $11.2M |
| Waverly Advisors, LLC | 0.11% | Add +2.3% | 44,201 | $11.2M |
| BOK Financial Private Wealth, Inc. | 0.71% | Reduce -10.3% | 44,035 | $11.2M |
| Caprock Group, LLC | 0.28% | — | 44,351 | $11.2M |
| Fee-Only Financial Planning, L.C. | 6.50% | Reduce -0.0% | 43,807 | $11.1M |
| Perigon Wealth Management, LLC | 0.23% | Reduce -1.0% | 43,759 | $11.1M |
| Diversify Wealth Management, LLC | 0.64% | Add +1.2% | 43,621 | $11.1M |
| Leeward Financial Partners, LLC | 3.16% | Add +6.5% | 43,617 | $11.1M |
| Apollon Wealth Management, LLC | 0.20% | Reduce -2.8% | 43,435 | $11.0M |
| DORVAL Corp | 3.64% | Add +4.3% | 43,237 | $11.0M |
| JDM Financial Group LLC | 4.59% | Add +0.9% | 46,027 | $10.9M |
| James J. Burns & Company, LLC | 1.62% | Add +4.3% | 42,757 | $10.9M |
| Fonville Wealth Management LLC | 2.44% | Add +0.6% | 42,669 | $10.9M |
| Harbor Advisory Corp. | 3.21% | Add +2.8% | 42,702 | $10.9M |
| Red Wave Investments LLC | 3.32% | Add +1.3% | 42,517 | $10.8M |
| Code Waechter LLC | 7.05% | Add +22.3% | 42,240 | $10.8M |
| NORTHSTAR ASSET MANAGEMENT Co | 2.31% | Add +1.4% | 42,304 | $10.8M |
| Praetorian Wealth Management, Inc. | 2.20% | Add +2.1% | 42,235 | $10.7M |
| Madrona Financial Services, LLC | 2.37% | Add +1.7% | 42,212 | $10.7M |
| Agate Pass Investment Management, LLC | 4.06% | Reduce -1.1% | 41,960 | $10.7M |
| Beacon Financial Strategies CORP | 6.19% | Add +3.0% | 41,234 | $10.5M |
| TD Capital Management LLC | 0.94% | Reduce -0.1% | 41,120 | $10.5M |
| Fiduciary Advisors, Inc. | 8.41% | Add +4.0% | 40,959 | $10.4M |
| Nicolet Advisory Services, LLC | 0.81% | Reduce -7.8% | 40,597 | $10.4M |
| Beirne Wealth Consulting Services, LLC | 2.47% | Add +0.3% | 40,417 | $10.3M |
| Culbertson A N & Co. Inc. | 1.44% | Add +3.2% | 40,146 | $10.2M |
| Horizons Wealth Management | 7.00% | Add +0.1% | 40,091 | $10.2M |
| Petredis Investment Advisors LLC | 0.82% | Reduce -1.9% | 39,958 | $10.2M |
| Bridges Investment Management Inc. | 0.13% | Reduce -3.0% | 39,832 | $10.1M |
| BlueSky Wealth Advisors, LLC | 1.36% | Reduce -3.9% | 39,805 | $10.1M |
| Brick & Kyle, Associates | 3.73% | Add +7.7% | 39,551 | $10.1M |
| Hoge Financial Services, LLC | 5.76% | Add +0.5% | 39,505 | $10.0M |
| Single Point Partners, LLC | 2.03% | Add +1.0% | 39,309 | $10.0M |
| Kearns & Associates LLC | 5.26% | Add +0.1% | 39,004 | $9.9M |
| Susquehanna International Group, LLP | 0.01% | Reduce -34.6% | 38,951 | $9.9M |
| Circle Wealth Management, LLC | 0.19% | No change | 38,886 | $9.9M |
| Evergreen Capital Management LLC | 0.23% | Add +1.6% | 38,604 | $9.8M |
| Chilton Capital Management LLC | 0.33% | Reduce -3.5% | 38,724 | $9.8M |
| Rwa Wealth Partners, LLC | 0.11% | Reduce -1.0% | 38,678 | $9.8M |
| Bokf, NA | 0.15% | Add +5.9% | 38,183 | $9.7M |
| Ellevest, Inc. | 1.38% | Add +9.6% | 37,956 | $9.7M |
| CSM Advisors, LLC | 0.27% | Reduce -4.0% | 37,904 | $9.6M |
| Sandy Cove Advisors, LLC | 3.06% | Add +0.9% | 37,655 | $9.6M |
| Lokken Investment Group LLC | 3.25% | Add +2.0% | 37,247 | $9.5M |
| Cornerstone National Bank & Trust Co | 3.83% | Add +1.3% | 36,947 | $9.4M |
| Flagship Harbor Advisors, LLC | 0.41% | Reduce -13.1% | 36,854 | $9.4M |
| Old Mission Investment Co LLC | 2.28% | Add +8.7% | 36,635 | $9.3M |
| Orgel Wealth Management, LLC | 0.21% | Reduce -25.0% | 36,749 | $9.3M |
| Black Diamond Financial, LLC | 1.04% | Add +8.8% | 36,638 | $9.3M |
| Wealthcare Advisory Partners LLC | 0.19% | Reduce -2.6% | 36,516 | $9.3M |
| TriaGen Wealth Management LLC | 2.42% | Add +4.1% | 36,488 | $9.3M |
| Systelligence, LLC | 1.76% | Add +3.9% | 36,481 | $9.3M |
| Waller Financial Planning Group, Inc. | 2.12% | Reduce -0.7% | 36,400 | $9.3M |
| Principal Securities, Inc. | 0.15% | Add +4.6% | 36,286 | $9.2M |
| Sand Hill Global Advisors, LLC | 0.32% | Reduce -3.2% | 36,282 | $9.2M |
| Evolution Wealth Advisors, LLC | 1.24% | Add +0.1% | 36,251 | $9.2M |
| SouthState Bank Corp | 0.42% | Reduce -41.9% | 35,959 | $9.1M |
| Archford Capital Strategies, LLC | 1.08% | New | 35,820 | $9.1M |
| Verum Partners LLC | 1.94% | Reduce -0.6% | 35,771 | $9.1M |
| Prospera Financial Services Inc | 0.16% | Add +5.5% | 35,693 | $9.1M |
| Mutual Advisors, LLC | 0.20% | Add +2.8% | 35,096 | $9.0M |
| Steph & Co. | 2.75% | Reduce -0.1% | 35,449 | $9.0M |
| Chesley Taft & Associates LLC | 0.38% | Add +0.3% | 35,393 | $9.0M |
| Brooklyn FI, LLC | 2.02% | Add +0.6% | 35,389 | $9.0M |
| AdvisorNet Financial, Inc | 0.51% | Add +23.6% | 35,348 | $9.0M |
| Visionary Wealth Advisors | 0.42% | Add +2.6% | 35,299 | $9.0M |
| Haverford Trust Co | 0.08% | Add +0.4% | 35,008 | $8.9M |
| Bailard, Inc. | 0.19% | Reduce -0.7% | 34,992 | $8.9M |
| Sawgrass Asset Management LLC | 1.09% | Reduce -4.7% | 34,785 | $8.8M |
| Earned Wealth Advisors, LLC | 1.45% | Add +21.1% | 34,617 | $8.8M |
| Wealth Management Strategies, Inc. | 4.36% | Add +3.2% | 34,595 | $8.8M |
| Empower Advisory Group, LLC | 0.02% | Reduce -10.7% | 34,473 | $8.8M |
| Exencial Wealth Advisors, LLC | 0.28% | Reduce -2.1% | 34,276 | $8.7M |
| Venture Visionary Partners LLC | 0.30% | Reduce -2.1% | 34,234 | $8.7M |
| Wesbanco Bank Inc. | 0.24% | Add +11.5% | 34,147 | $8.7M |
| Valmark Advisers, Inc. | 0.11% | Add +4.6% | 34,142 | $8.7M |
| Signal Advisors Wealth, LLC | 0.79% | Add +23.4% | 34,091 | $8.7M |
| Nwam LLC | 0.47% | Reduce -2.3% | 33,843 | $8.6M |
| Field & Main Bank | 2.55% | New | 34,001 | $8.6M |
| Global Retirement Partners, LLC | 0.19% | Reduce -0.4% | 33,879 | $8.6M |
| Johnson Bixby & Associates, LLC | 1.09% | Reduce -2.0% | 33,497 | $8.5M |
| Dynamic Advisor Solutions LLC | 0.25% | Reduce -6.9% | 33,323 | $8.5M |
| Florida Trust Wealth Management Co | 0.24% | Reduce -3.0% | 33,321 | $8.5M |
| IFP Advisors, Inc | 0.22% | Add +6.3% | 33,286 | $8.5M |
| Fiducient Advisors LLC | 0.99% | Reduce -5.7% | 33,135 | $8.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | New | 33,134 | $8.4M |
| Gilman Hill Asset Management, LLC | 1.32% | Reduce -2.3% | 33,129 | $8.4M |
| Financial Futures Ltd Liability Co. | 4.08% | Add +2.7% | 33,008 | $8.4M |
| Elite Financial, Inc. | 3.82% | Reduce -0.2% | 32,691 | $8.3M |
| Crestwood Advisors Group, LLC | 0.14% | Reduce -3.2% | 32,750 | $8.3M |
| WESCAP Management Group, Inc. | 1.74% | Reduce -0.8% | 32,654 | $8.3M |
| Quantinno Capital Management LP | 0.02% | Reduce -17.7% | 32,623 | $8.3M |
| RW Investment Management LLC | 0.85% | Reduce -6.2% | 32,469 | $8.3M |
| Five Pine Wealth Management | 5.56% | Add +0.7% | 32,346 | $8.2M |
| Fi3 FINANCIAL ADVISORS, LLC | 2.77% | Reduce -2.6% | 32,147 | $8.2M |
| Thrive Wealth Management, LLC | 1.24% | Reduce -1.5% | 32,174 | $8.2M |
| Silverleafe Capital Partners, LLC | 2.51% | New | 31,991 | $8.1M |
| Oldfather Financial Services, LLC | 2.53% | Add +0.0% | 31,984 | $8.1M |
| Cambridge Advisors Inc. | 1.58% | Reduce -3.5% | 31,896 | $8.1M |
| Howard Wealth Management, LLC | 3.71% | Reduce -1.7% | 31,729 | $8.1M |
| Sowell Financial Services LLC | 0.31% | Add +313.3% | 31,548 | $8.0M |
| Ieq Capital, LLC | 0.02% | Add +1.1% | 31,545 | $8.0M |
| Rehmann Capital Advisory Group | 0.43% | Add +1.6% | 31,229 | $7.9M |
| Lazard Asset Management LLC | 0.01% | No change | 30,996 | $7.9M |
| Evolution Advisers, Inc. | 3.54% | Add +6.8% | 30,907 | $7.9M |
| Ancora Advisors LLC | 0.16% | Reduce -0.2% | 30,767 | $7.8M |
| JNBA Financial Advisors | 0.71% | Reduce -1.7% | 30,681 | $7.8M |
| Latigo Investments, LLC | 3.93% | No change | 30,671 | $7.8M |
| Rinkey Investments | 2.07% | Add +12.1% | 30,653 | $7.8M |
| Fiduciary Trust Co | 0.09% | Reduce -1.6% | 30,575 | $7.8M |
| Farther Finance Advisors, LLC | 0.12% | Add +14.6% | 30,490 | $7.8M |
| Stratos Wealth Advisors, LLC | 0.37% | Add +6.8% | 30,116 | $7.7M |
| Titleist Asset Management, LLC | 0.67% | Add +4.0% | 29,971 | $7.6M |
| Warwick Investment Management, Inc. | 1.32% | Reduce -0.8% | 29,948 | $7.6M |
| First Bancorp, Inc | 4.04% | Add +22.0% | 29,855 | $7.6M |
| Cozad Asset Management Inc. | 0.60% | Add +0.7% | 29,780 | $7.6M |
| Arkos Global Advisors | 0.96% | Reduce -1.2% | 29,778 | $7.6M |
| Level Four Advisory Services, LLC | 0.26% | Add +5.8% | 29,746 | $7.6M |
| Annex Advisory Services, LLC | 0.16% | Reduce -3.8% | 29,705 | $7.6M |
| Colony Family Offices, LLC | 1.95% | Reduce -2.2% | 29,559 | $7.5M |
| Sovereign Financial Group, Inc. | 1.41% | Add +3.5% | 29,510 | $7.5M |
| Prepared Retirement Institute LLC | 3.91% | Add +22.2% | 29,475 | $7.5M |
| Logan Capital Management Inc. | 0.31% | Reduce -0.4% | 29,176 | $7.4M |
| Midwest Trust Co | 0.10% | Reduce -6.7% | 28,971 | $7.4M |
| Roundview Capital LLC | 0.47% | Add +6.2% | 28,967 | $7.4M |
| Integrated Advisors Network LLC | 0.31% | Add +10.7% | 28,913 | $7.4M |
| GreatBanc Trust CO | 5.03% | — | 28,898 | $7.3M |
| NavPoint Financial, Inc. | 3.85% | Reduce -2.0% | 28,868 | $7.3M |
| Kingswood Wealth Advisors, LLC | 0.44% | Add +22.8% | 28,798 | $7.3M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -0.6% | 28,631 | $7.3M |
| Family Wealth Partners, LLC | 2.71% | Add +3.3% | 28,473 | $7.2M |
| Gill Capital Partners, LLC | 2.20% | Add +3.4% | 28,308 | $7.2M |
| Ramiah Investment Group | 6.37% | Add +2.4% | 28,274 | $7.2M |
| McNamara Financial Services, Inc. | 1.33% | Reduce -0.7% | 28,178 | $7.2M |
| Creekside Partners | 3.15% | Reduce -0.3% | 28,119 | $7.2M |
| Webster Bank, N. A. | 0.69% | Reduce -1.6% | 28,108 | $7.1M |
| Fifth Third Securities, Inc. | 0.49% | Add +2.7% | 27,950 | $7.1M |
| Peterson Wealth Advisors, LLC | 1.06% | Reduce -0.3% | 27,709 | $7.1M |
| Westwood Holdings Group Inc. | 0.05% | Reduce -0.5% | 27,761 | $7.1M |
| BIP Wealth, LLC | 0.35% | Add +15.3% | 27,678 | $7.0M |
| Capital Management Associates, Inc | 1.90% | Reduce -5.1% | 27,631 | $7.0M |
| Rareview Capital LLC | 4.28% | Reduce -2.5% | 29,580 | $7.0M |
| BTG Pactual Asset Management US LLC | 0.82% | Add +0.5% | 29,252 | $6.9M |
| Ruggaard & Associates LLC | 2.59% | Add +0.6% | 27,234 | $6.9M |
| Beacon Financial Planning, Inc. | 3.50% | Reduce -0.3% | 26,566 | $6.8M |
| Continuum Advisory, LLC | 0.71% | Add +4.0% | 26,516 | $6.7M |
| Capital Advisors Wealth Management, LLC | 0.95% | Add +41.3% | 26,076 | $6.6M |
| Snowden Capital Advisors LLC | 0.18% | Add +10.5% | 25,948 | $6.6M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.69% | Add +0.6% | 25,832 | $6.6M |
| American Investment Services, Inc. | 1.58% | Add +1.3% | 25,800 | $6.6M |
| Greenhouse Wealth Management, LLC | 3.94% | Reduce -1.0% | 25,797 | $6.6M |
| Accredited Investors Inc. | 0.36% | Add +0.1% | 25,482 | $6.5M |
| May Hill Capital, LLC | 1.89% | Reduce -5.2% | 25,375 | $6.5M |
| Quaker Wealth Management, LLC | 2.09% | Add +1.4% | 25,298 | $6.4M |
| Mesirow Financial Investment Management, Inc. | 0.11% | Add +6.5% | 25,227 | $6.4M |
| Duncan Williams Asset Management, LLC | 1.80% | Add +2.4% | 25,214 | $6.4M |
| Family Investment Center, Inc. | 1.32% | Reduce -4.3% | 25,032 | $6.4M |
| Texas Yale Capital Corp. | 0.20% | Add +6.8% | 25,024 | $6.4M |
| Fifth Third Wealth Advisors LLC | 0.23% | Reduce -0.0% | 24,928 | $6.3M |
| Meeder Advisory Services, Inc. | 0.29% | Add +10.4% | 24,888 | $6.3M |
| Brightwater Advisory LLC | 4.32% | Reduce -1.7% | 24,766 | $6.3M |
| First PREMIER Bank | 1.43% | Add +1.5% | 24,758 | $6.3M |
| Arcadia Wealth Management, LLC | 2.49% | Reduce -6.8% | 24,674 | $6.3M |
| Farrell Financial LLC | 3.88% | Reduce -0.5% | 24,371 | $6.2M |
| RTD Financial Advisors, Inc. | 0.74% | Add +1.6% | 24,318 | $6.2M |
| Rialto Wealth Management, LLC | 1.58% | Reduce -3.4% | 24,070 | $6.1M |
| Evercore Wealth Management, LLC | 0.09% | Reduce -2.1% | 24,013 | $6.1M |
| American National Bank of Texas | 5.74% | — | 23,973 | $6.1M |
| Mackenzie Financial Corp. | 0.01% | Add +0.2% | 23,855 | $6.1M |
| Essex Financial Services, Inc. | 0.36% | Add +6.0% | 23,814 | $6.1M |
| White Lighthouse Investment Management Inc. | 0.92% | Reduce -2.9% | 23,761 | $6.0M |
| Gotham Asset Management | 0.03% | Add +20.3% | 23,721 | $6.0M |
| GTS Securities LLC | 0.23% | Reduce -24.0% | 23,500 | $6.0M |
| Harbour Investments, Inc. | 0.13% | Add +21.7% | 23,365 | $5.9M |
| Capital Advantage, Inc. | 0.89% | Add +11.0% | 23,352 | $5.9M |
| Grove Bank & Trust | 0.69% | Add +0.3% | 23,328 | $5.9M |
| SageView Advisory Group, LLC | 0.20% | Reduce -10.1% | 23,327 | $5.9M |
| Sigma Planning Corp | 0.17% | Reduce -5.6% | 23,203 | $5.9M |
| Certified Advisory Corp | 0.56% | Add +1.4% | 23,181 | $5.9M |
| Penney Financial, LLC | 2.63% | Reduce -0.7% | 23,100 | $5.9M |
| Jacobsen Capital Management | 1.98% | Add +5.3% | 22,991 | $5.8M |
| Mill Creek Capital Advisors, LLC | 0.12% | Add +0.1% | 22,979 | $5.8M |
| Abacus Planning Group, Inc. | 0.80% | Reduce -2.1% | 22,811 | $5.8M |
| Atlantic Union Bankshares Corp | 0.11% | Add +4.0% | 22,775 | $5.8M |
| Cambridge Capital Management, LLC | 2.78% | Add +4.5% | 22,767 | $5.8M |
| Aptus Capital Advisors, LLC | 0.05% | Add +2.0% | 22,733 | $5.8M |
| Aurelius Family Office LLC | 2.57% | Reduce -3.0% | 22,687 | $5.8M |
| Signal Tree Financial Partners LLC | 4.56% | Add +851.4% | 22,595 | $5.8M |
| West Bancorporation Inc. | 3.20% | Reduce -2.4% | 22,646 | $5.8M |
| REAP Financial Group, LLC | 1.25% | Add +15.6% | 22,566 | $5.7M |
| Magnolia Capital Advisors LLC | 1.50% | Add +814.9% | 22,552 | $5.7M |
| Stonebridge Capital Advisors LLC | 0.41% | Add +6.1% | 22,448 | $5.7M |
| Frontier Asset Management, LLC | 1.42% | Add +10.2% | 22,413 | $5.7M |
| Cathy Pareto & Associates, Inc. | 4.30% | Reduce -7.6% | 22,409 | $5.7M |
| Obsidian Cio, LLC | 0.75% | Add +2.9% | 22,376 | $5.7M |
| Commerce Bank | 0.03% | Add +0.1% | 22,357 | $5.7M |
| Walkner Condon Financial Advisors LLC | 0.90% | Reduce -2.6% | 22,263 | $5.7M |
| Signature Estate & Investment Advisors LLC | 0.12% | Reduce -5.7% | 22,249 | $5.7M |
| Cypress Wealth Services, LLC | 0.92% | Add +0.5% | 22,132 | $5.6M |
| BNP Paribas Financial Markets | 0.00% | Reduce -62.2% | 22,106 | $5.6M |
| Asset Planning Corporation | 2.67% | Reduce -1.5% | 22,101 | $5.6M |
| Ausdal Financial Partners, Inc. | 0.27% | Add +10.8% | 22,097 | $5.6M |
| Financial Insights, Inc. | 1.86% | Reduce -0.8% | 22,050 | $5.6M |
| Baron Silver Stevens Financial Advisors, LLC | 0.82% | Add +1.4% | 22,015 | $5.6M |
| McKinley Carter Wealth Services, Inc. | 0.29% | Reduce -1.2% | 21,993 | $5.6M |
| Davidson Investment Advisors | 0.24% | Reduce -21.6% | 21,976 | $5.6M |
| Headinvest, LLC | 1.15% | Reduce -2.1% | 21,898 | $5.6M |
| CWA Asset Management Group, LLC | 0.21% | Reduce -2.5% | 21,842 | $5.6M |
| Keyvantage Wealth, LLC | 2.32% | Add +1.3% | 21,760 | $5.5M |
| Washington Trust Bank | 0.40% | Reduce -15.3% | 21,657 | $5.5M |
| Condor Capital Management | 0.45% | Add +0.7% | 21,587 | $5.5M |
| Pinnacle Financial Group, LLC / IL | 1.65% | Add +0.6% | 21,459 | $5.5M |
| Ariston Services Group | 3.28% | Add +9.0% | 21,406 | $5.4M |
| Index Fund Advisors, Inc. | 0.26% | Reduce -0.3% | 21,251 | $5.4M |
| Meridian Wealth Management, LLC | 0.21% | Add +11.1% | 21,949 | $5.4M |
| GFS Advisors, LLC | 0.69% | No change | 21,175 | $5.4M |
| Kera Capital Partners, Inc. | 0.81% | Add +2.3% | 21,128 | $5.4M |
| Franklin Resources Inc. | 0.00% | Add +1.7% | 20,942 | $5.3M |
| Freestone Capital Holdings, LLC | 0.16% | Add +2.2% | 20,740 | $5.3M |
| Newton One Investments LLC | 1.56% | Reduce -0.1% | 20,686 | $5.3M |
| S.A. Mason LLC | 2.32% | Add +1.6% | 20,630 | $5.2M |
| JMG Financial Group, Ltd. | 0.15% | Add +0.9% | 20,447 | $5.2M |
| PFG Advisors | 0.21% | New | 20,312 | $5.2M |
| DAVENPORT & Co LLC | 0.03% | Add +4.5% | 20,299 | $5.2M |
| Horizon Family Wealth, Inc. | 2.97% | Add +0.4% | 20,293 | $5.2M |
| First Heartland Consultants, Inc. | 0.41% | Reduce -0.5% | 20,233 | $5.1M |
| Waldron Private Wealth LLC | 0.21% | Add +12.2% | 20,169 | $5.1M |
| Councilor Wealth, LLC | 2.38% | Add +5.2% | 20,155 | $5.1M |
| Sensible Financial Planning & Management, LLC. | 0.93% | Reduce -2.1% | 20,143 | $5.1M |
| Keystone Financial Group | 0.39% | Add +0.6% | 20,138 | $5.1M |
| One Capital Management, LLC | 0.16% | Reduce -17.5% | 20,012 | $5.1M |
| Bernardo Wealth Planning LLC | 0.99% | Reduce -0.0% | 19,927 | $5.1M |
| Ti-Trust, Inc. | 3.16% | Add +0.4% | 19,754 | $5.0M |
| Compass Ion Advisors, LLC | 0.48% | Reduce -4.0% | 19,715 | $5.0M |
| Galvin, Gaustad & Stein, LLC | 0.41% | Reduce -13.1% | 19,697 | $5.0M |
| Wilson & Boucher Capital Management, LLC | 3.29% | Reduce -1.0% | 19,672 | $5.0M |
| Aspire Private Capital, LLC | 1.10% | Reduce -12.5% | 19,631 | $5.0M |
| Stage Harbor Financial, LLC | 3.65% | Add +0.2% | 19,616 | $5.0M |
| Liberty Square Wealth Partners LLC | 1.54% | Reduce -22.1% | 19,602 | $5.0M |
| Fishman Jay A Ltd. | 0.43% | Reduce -23.7% | 19,544 | $5.0M |
| Quest Investment Management LLC | 0.52% | Reduce -4.3% | 19,452 | $4.9M |
| Manchester Capital Management LLC | 0.67% | Reduce -22.3% | 19,425 | $4.9M |
| First Merchants Corp. | 0.19% | Reduce -3.8% | 19,413 | $4.9M |
| Cornerstone Wealth Management, LLC | 0.27% | Add +3.0% | 19,413 | $4.9M |
| Pathway Financial Advisors LLC | 0.66% | No change | 19,396 | $4.9M |
| WASHINGTON TRUST Co | 0.16% | Add +0.1% | 19,357 | $4.9M |
| Valtinson Bruner Financial Planning LLC | 1.45% | Add +32.3% | 19,273 | $4.9M |
| XML Financial, LLC | 0.40% | Add +246.6% | 19,263 | $4.9M |
| Martel Wealth Advisors LLC | 0.85% | Reduce -3.1% | 19,179 | $4.9M |
| American Alpha Advisors, LLC | 3.52% | Reduce -0.2% | 19,177 | $4.9M |
| Brand Asset Management Group, Inc. | 1.37% | Add +2.6% | 19,138 | $4.9M |
| Gleason Group, Inc. | 0.49% | Add +0.1% | 19,130 | $4.9M |
| Advisory Services Network, LLC | 0.07% | Add +1.4% | 19,115 | $4.9M |
| Balanced Wealth Group LLC | 2.13% | Reduce -0.1% | 20,274 | $4.9M |
| Pictet North America Advisors SA | 0.45% | Add +33.5% | 18,915 | $4.8M |
| Plancorp, LLC | 0.15% | Reduce -2.6% | 18,901 | $4.8M |
| Ritholtz Wealth Management | 0.09% | Reduce -2.3% | 18,884 | $4.8M |
| Salomon & Ludwin, LLC | 0.43% | Reduce -4.4% | 18,517 | $4.8M |
| Carr Financial Group Corp | 1.30% | Add +18.6% | 18,677 | $4.7M |
| McNaughton Wealth Management, LLC | 1.99% | Reduce -1.5% | 18,571 | $4.7M |
| BlackRock, Inc. | 0.00% | Add +141.6% | 18,549 | $4.7M |
| Sei Investments Co. | 0.01% | Add +18.8% | 18,426 | $4.7M |
| Parkside Financial Bank & Trust | 0.36% | Add +5.4% | 18,394 | $4.7M |
| Synovus Financial Corp. | 0.05% | Add +26.4% | 18,309 | $4.7M |
| United Bank | 0.55% | Reduce -19.2% | 18,310 | $4.7M |
| BridgePort Financial Solutions, LLC | 1.25% | Add +1.4% | 18,266 | $4.6M |
| Private Client Services, LLC | 1.55% | Add +48.4% | 18,243 | $4.6M |
| First Financial Corp. | 1.82% | Reduce -0.5% | 18,235 | $4.6M |
| FinDec Wealth Services, Inc. | 4.80% | Reduce -3.7% | 18,228 | $4.6M |
| Lynch Asset Management, Inc. | 1.47% | Add +1.5% | 18,100 | $4.6M |
| Bay Harbor Wealth Management, LLC | 1.24% | Add +1.2% | 17,920 | $4.6M |
| Wealth Alliance, LLC | 0.47% | Reduce -6.1% | 17,954 | $4.6M |
| RiverGlades Family Offices LLC | 2.79% | Add +1.3% | 17,947 | $4.6M |
| IFG Advisors, LLC | 0.74% | Reduce -13.8% | 17,867 | $4.5M |
| Causey Wealth LLC | 2.22% | Reduce -11.1% | 17,866 | $4.5M |
| Calamos Wealth Management LLC | 0.17% | Reduce -0.2% | 17,855 | $4.5M |
| RFG Advisory, LLC | 0.09% | Reduce -6.6% | 17,814 | $4.5M |
| Johnson Financial Group, Inc. | 0.17% | Reduce -16.6% | 17,754 | $4.5M |
| GAMCO Investors | 0.04% | Add +1.2% | 17,765 | $4.5M |
| First Hawaiian Bank | 0.58% | Add +22.0% | 17,746 | $4.5M |
| Courier Capital LLC | 0.26% | Add +0.4% | 17,701 | $4.5M |
| Warner Financial, Inc. | 1.68% | Add +5.2% | 17,687 | $4.5M |
| Chris Bulman Inc | 2.25% | Reduce -4.7% | 17,641 | $4.5M |
| Barrett & Company, Inc. | 1.54% | Add +20.8% | 17,632 | $4.5M |
| Claro Advisors Inc. | 0.65% | Reduce -4.8% | 17,626 | $4.5M |
| Signaturefd, LLC | 0.07% | Reduce -13.3% | 17,581 | $4.5M |
| Neuberger Berman Group LLC | 0.00% | Add +149.0% | 17,568 | $4.5M |
| Consolidated Portfolio Review Corp | 0.56% | Reduce -11.6% | 17,498 | $4.4M |
| Frazier Financial Advisors, LLC | 2.73% | Reduce -0.8% | 17,466 | $4.4M |
| Veridan Wealth LLC | 1.53% | — | 17,466 | $4.4M |
| One Day In July LLC | 0.37% | Reduce -0.7% | 17,420 | $4.4M |
| Mokosak Advisory Group, LLC | 1.16% | Add +0.2% | 17,374 | $4.4M |
| Thoroughbred Financial Services, LLC | 0.27% | Reduce -2.5% | 17,334 | $4.4M |
| Endeavor Private Wealth, Inc. | 1.36% | New | 17,275 | $4.4M |
| CoreCap Advisors, LLC | 0.16% | Reduce -68.9% | 17,287 | $4.4M |
| Robertson Stephens Wealth Management, LLC | 0.13% | Reduce -50.5% | 17,159 | $4.4M |
| MY Wealth Management Inc. | 3.83% | Add +1.0% | 17,195 | $4.4M |
| CWS Financial Advisors, LLC | 1.21% | Add +8.8% | 17,147 | $4.4M |
| Connable Office Inc. | 0.40% | Reduce -5.4% | 17,116 | $4.4M |
| Mather Group, Llc. | 0.04% | Reduce -4.1% | 17,083 | $4.3M |
| Balentine LLC | 0.16% | No change | 17,079 | $4.3M |
| Washington Growth Strategies LLC | 3.09% | Reduce -3.5% | 17,062 | $4.3M |
| Magnus Financial Group LLC | 0.34% | Reduce -3.6% | 17,031 | $4.3M |
| Belpointe Asset Management LLC | 0.17% | Add +9.9% | 17,012 | $4.3M |
| Mittelman Wealth Management | 2.82% | Reduce -25.0% | 16,964 | $4.3M |
| Mystic Asset Management, Inc. | 0.97% | Reduce -0.6% | 16,950 | $4.3M |
| Modern Wealth Management, LLC | 0.09% | Reduce -4.7% | 16,928 | $4.3M |
| Larson Financial Group LLC | 0.15% | Reduce -18.5% | 16,870 | $4.3M |
| Keybank National Association | 0.01% | Reduce -0.4% | 16,842 | $4.3M |
| GenTrust, LLC | 0.19% | Reduce -4.7% | 16,783 | $4.3M |
| Allen Mooney & Barnes Investment Advisors LLC | 0.67% | Reduce -0.4% | 16,833 | $4.3M |
| Optimist Retirement Group LLC | 1.93% | Add +1.7% | 16,790 | $4.3M |
| LongView Wealth Management | 1.15% | Add +13.5% | 16,673 | $4.2M |
| Valeo Financial Advisors, LLC | 0.10% | Add +3.9% | 16,673 | $4.2M |
| Factor Wealth Management LTD | 1.06% | Add +11.8% | 16,625 | $4.2M |
| Virtue Asset Management LLC | 3.56% | — | 16,620 | $4.2M |
| Ameritas Advisory Services, LLC | 0.27% | Reduce -73.8% | 16,516 | $4.2M |
| Prime Capital Investment Advisors, LLC | 0.05% | Add +1.2% | 16,511 | $4.2M |
| Hartmann Taylor Wealth Management, LLC | 3.00% | Reduce -2.6% | 16,448 | $4.2M |
| Equity Wealth Partners, LLC | 3.39% | — | 16,415 | $4.2M |
| Financial Freedom, LLC | 2.06% | Reduce -1.9% | 16,266 | $4.1M |
| Mgo One Seven LLC | 0.09% | Add +9.1% | 16,137 | $4.1M |
| Frank, Rimerman Advisors LLC | 0.26% | Reduce -0.0% | 16,132 | $4.1M |
| Independent Financial Group, LLC | 0.10% | Add +3.5% | 16,131 | $4.1M |
| TFB Advisors LLC | 1.19% | Add +15.7% | 15,988 | $4.1M |
| Mayport, LLC | 0.88% | Reduce -2.5% | 15,908 | $4.0M |
| Sagace Wealth Management LLC | 2.75% | Add +5.1% | 15,900 | $4.0M |
| waypoint wealth counsel | 1.59% | Add +0.3% | 15,869 | $4.0M |
| PCA Investment Advisory Services Inc. | 1.47% | Add +15.5% | 15,675 | $4.0M |
| Root Financial Partners, LLC | 0.25% | Add +73.5% | 15,641 | $4.0M |
| Jane Street Group, LLC | 0.00% | Add +55.7% | 15,627 | $4.0M |
| Beacon Bridge Wealth Partners, LLC | 1.41% | Add +1.6% | 15,626 | $4.0M |
| Alpine Bank Wealth Management | 0.56% | Reduce -3.1% | 15,546 | $4.0M |
| Nadler Financial Group, Inc. | 0.38% | Reduce -7.0% | 15,516 | $3.9M |
| Vise Technologies, Inc. | 0.15% | Add +16.1% | 15,503 | $3.9M |
| Grandview Asset Management LLC | 1.11% | Reduce -1.6% | 15,487 | $3.9M |
| Blueprint Investment Partners LLC | 0.55% | Add +10.5% | 15,449 | $3.9M |
| Financial Advisory Partners, LLC | 1.14% | Add +3.5% | 15,316 | $3.9M |
| Fort Point Capital Partners LLC | 0.49% | Reduce -1.1% | 15,253 | $3.9M |
| B. Riley Wealth Advisors, Inc. | 0.19% | Reduce -16.4% | 15,294 | $3.9M |
| SBI Securities Co., Ltd. | 0.10% | Reduce -6.9% | 15,276 | $3.9M |
| Advisor OS, LLC | 0.34% | Add +0.7% | 15,269 | $3.9M |
| Kathleen S. Wright Associates Inc. | 1.44% | Add +4.3% | 15,224 | $3.9M |
| Cadent Capital Advisors, LLC | 1.01% | Reduce -37.9% | 15,034 | $3.8M |
| Checchi Capital Advisers, LLC | 0.26% | Reduce -2.3% | 14,981 | $3.8M |
| Glass Jacobson Investment Advisors llc | 1.36% | Add +0.5% | 14,807 | $3.8M |
| Evanson Asset Management, LLC | 0.21% | Reduce -2.2% | 14,721 | $3.7M |
| Greenwich Wealth Management LLC | 0.19% | Add +0.9% | 14,689 | $3.7M |
| Monument Group Wealth Advisors, LLC | 2.20% | Add +14.1% | 14,663 | $3.7M |
| Acorn Wealth Advisors, LLC | 1.17% | Add +2.1% | 14,636 | $3.7M |
| PAX Financial Group, LLC | 0.67% | Reduce -1.6% | 14,523 | $3.7M |
| Destiny Wealth Partners, LLC | 0.45% | Add +4.3% | 14,486 | $3.7M |
| Axiom Financial Strategies, LLC | 1.58% | Reduce -60.5% | 14,464 | $3.7M |
| KFA Private Wealth Group, LLC | 1.05% | Reduce -3.5% | 14,404 | $3.7M |
| Farmers & Merchants Investments Inc. | 0.10% | Reduce -2.4% | 14,396 | $3.7M |
| Alpha Cubed Investments, LLC | 0.13% | Reduce -5.9% | 14,355 | $3.7M |
| Yoffe Investment Management, LLC | 4.74% | Reduce -0.8% | 14,337 | $3.6M |
| Aegis Wealth Management LLC | 1.94% | Reduce -29.5% | 14,245 | $3.6M |
| Great Point Wealth Advisors, LLC | 0.68% | — | 14,243 | $3.6M |
| Great Lakes Advisors, LLC | 0.03% | Add +0.4% | 14,221 | $3.6M |
| Petix & Botte Co | 0.83% | Add +0.1% | 14,215 | $3.6M |
| Rathbones Group PLC | 0.01% | Reduce -0.6% | 14,197 | $3.6M |
| IHT Wealth Management, LLC | 0.09% | Add +4.4% | 14,152 | $3.6M |
| First United Bank & Trust | 1.17% | Add +2.7% | 14,148 | $3.6M |
| Mycio Wealth Partners, LLC | 0.83% | Add +0.2% | 14,142 | $3.6M |
| Refined Wealth Management | 2.30% | Add +0.1% | 14,092 | $3.6M |
| Cordant, Inc. | 1.61% | Add +0.5% | 14,015 | $3.6M |
| Krilogy Financial LLC | 0.13% | New | 14,034 | $3.6M |
| Fortis Capital Advisors, LLC | 0.56% | Add +12.1% | 13,942 | $3.5M |
| Highland Capital Management, LLC | 0.18% | Add +1.6% | 13,932 | $3.5M |
| Ironwood Investment Counsel, LLC | 0.52% | Reduce -1.8% | 13,909 | $3.5M |
| Blueprint Financial Advisors LLC | 0.76% | Add +1.6% | 13,901 | $3.5M |
| VestGen Investment Management | 2.12% | Add +2.2% | 13,865 | $3.5M |
| Meridian Financial Advisors, LLC | 1.99% | Reduce -0.8% | 13,862 | $3.5M |
| West Financial Advisors, LLC | 0.58% | Add +0.7% | 13,811 | $3.5M |
| Tortoise Investment Management, LLC | 0.31% | Add +0.2% | 13,738 | $3.5M |
| Summit Wealth Partners, LLC | 0.63% | Reduce -7.5% | 13,716 | $3.5M |
| Orin Green Financial, LLC | 1.39% | Add +3.9% | 13,711 | $3.5M |
| Roble, Belko & Company, Inc | 0.47% | Reduce -25.7% | 13,679 | $3.5M |
| General Partner, Inc. | 1.90% | No change | 13,559 | $3.4M |
| Minot DeBlois Advisors LLC | 3.10% | Reduce -2.0% | 13,466 | $3.4M |
| Beam Wealth Advisors, Inc. | 0.93% | Reduce -19.8% | 13,458 | $3.4M |
| Dakota Wealth Management | 0.07% | Reduce -4.5% | 13,452 | $3.4M |
| Taylor & Morgan Wealth Management, LLC | 2.10% | Reduce -2.4% | 13,431 | $3.4M |
| Gradient Capital Advisors, LLC | 0.91% | Reduce -1.4% | 13,307 | $3.4M |
| Heritage Trust Co | 0.36% | Add +0.1% | 13,306 | $3.4M |
| AE Wealth Management LLC | 0.02% | Add +6.3% | 13,270 | $3.4M |
| Maripau Wealth Management LLC | 1.70% | Add +10.1% | 13,265 | $3.4M |
| Sapient Capital LLC | 0.05% | Add +2.3% | 13,187 | $3.4M |
| jvl associates llc | 1.11% | Reduce -2.5% | 13,197 | $3.4M |
| Narus Financial Partners, LLC | 0.92% | Add +1.7% | 13,175 | $3.4M |
| Fidelis Capital Partners, LLC | 0.26% | Add +5.0% | 13,133 | $3.3M |
| Optas, LLC | 0.57% | Reduce -21.9% | 13,122 | $3.3M |
| Strategic Blueprint, LLC | 0.15% | Add +3.1% | 13,097 | $3.3M |
| Old North State Wealth Management, LLC | 1.54% | Reduce -0.1% | 12,924 | $3.3M |
| Brighton Jones LLC | 0.08% | Add +0.8% | 12,925 | $3.3M |
| Bragg Financial Advisors, Inc | 0.11% | Reduce -0.8% | 12,924 | $3.3M |
| Addison Capital Co | 0.97% | Add +48.6% | 12,906 | $3.3M |
| Paragon Capital Management Inc. | 2.45% | Reduce -4.4% | 12,889 | $3.3M |
| Kingsview Wealth Management, LLC | 0.05% | Add +4.0% | 12,882 | $3.3M |
| Americana Partners, LLC | 0.10% | No change | 12,878 | $3.3M |
| Sax Wealth Advisors, LLC | 0.18% | Reduce -19.8% | 12,810 | $3.3M |
| Ameritas Investment Partners, Inc. | 0.10% | Add +5.4% | 12,758 | $3.2M |
| Apriem Advisors | 0.31% | Add +10.3% | 12,757 | $3.2M |
| Evermay Wealth Management LLC | 0.37% | Reduce -1.9% | 12,704 | $3.2M |
| N.E.W. Advisory Services LLC | 0.29% | Add +1.8% | 12,703 | $3.2M |
| Wick Capital Partners, LLC | 0.77% | Add +20.2% | 12,691 | $3.2M |
| Objective Capital Management, LLC | 3.30% | Add +0.2% | 12,532 | $3.2M |
| Orrstown Financial Services Inc. | 0.54% | Add +3.5% | 12,514 | $3.2M |
| Edmond DE Rothschild Holding S.A. | 0.05% | No change | 12,500 | $3.2M |
| Phillips Financial Management, LLC | 0.21% | Reduce -0.1% | 12,489 | $3.2M |
| Alesco Advisors, LLC, An ESL Co | 0.09% | Reduce -0.0% | 12,451 | $3.2M |
| Strategic Investment Solutions, Inc. | 0.83% | Add +128.0% | 12,282 | $3.1M |
| Pension & Wealth Management Advisors, Inc. | 0.98% | Reduce -0.2% | 12,282 | $3.1M |
| Cove Private Wealth, LLC | 1.00% | Add +0.8% | 12,262 | $3.1M |
| Coordinated Financial Services, Inc. | 2.02% | Add +0.6% | 12,244 | $3.1M |
| Columbia Asset Management | 0.58% | Reduce -1.8% | 12,218 | $3.1M |
| Stone Summit Wealth LLC | 0.88% | Add +17.2% | 12,213 | $3.1M |
| Watts Gwilliam & Co., LLC | 0.50% | No change | 12,190 | $3.1M |
| Retirement Planning Group, LLC | 0.11% | Add +8.3% | 12,182 | $3.1M |
| Atlas Legacy Advisors, LLC | 0.60% | Reduce -1.1% | 12,142 | $3.1M |
| Pinnacle Financial Partners Inc | 0.07% | Reduce -3.0% | 12,128 | $3.1M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.59% | Add +1.7% | 12,115 | $3.1M |
| Marshall & Sullivan Inc. | 1.42% | Add +28.3% | 12,076 | $3.1M |
| Canvas Wealth Advisors, LLC | 0.56% | Reduce -8.1% | 11,899 | $3.1M |
| Astoria Strategic Wealth, Inc. | 0.78% | Reduce -8.8% | 12,056 | $3.1M |
| Bridgewealth Advisory Group, LLC | 0.71% | Add +7.0% | 11,963 | $3.0M |
| Family Capital Management, Inc. | 1.45% | Add +3.5% | 11,961 | $3.0M |
| Marble Harbor Investment Counsel, LLC | 0.32% | Add +0.4% | 11,954 | $3.0M |
| Boyd Wealth Management, LLC | 1.30% | Reduce -1.1% | 11,906 | $3.0M |
| Roth Financial Partners LLC | 1.02% | Reduce -1.8% | 11,869 | $3.0M |
| Tritonpoint Wealth, LLC | 0.26% | Add +6.2% | 11,763 | $3.0M |
| Scott & Selber, Inc. | 0.76% | Add +3.0% | 11,790 | $3.0M |
| Ridgewood Investments LLC | 1.26% | Add +9.1% | 11,776 | $3.0M |
| Hummer Financial Advisory Services Inc | 2.17% | Reduce -0.4% | 11,687 | $3.0M |
| Investment Advisory Group, LLC | 0.81% | No change | 11,705 | $3.0M |
| Gibson Wealth Advisors LLC | 2.11% | Reduce -3.3% | 11,686 | $3.0M |
| GC Wealth Management RIA, LLC | 0.10% | Add +41.6% | 11,580 | $2.9M |
| Welch & Forbes LLC | 0.04% | Reduce -5.5% | 11,554 | $2.9M |
| Rebalance, LLC | 0.18% | Reduce -0.0% | 11,552 | $2.9M |
| Founders Grove Wealth Partners, LLC | 0.69% | Reduce -2.1% | 11,537 | $2.9M |
| Transcend Capital Advisors, LLC | 0.21% | Reduce -5.1% | 11,524 | $2.9M |
| BOS Asset Management, LLC | 0.83% | Add +0.8% | 11,517 | $2.9M |
| SOL Capital Management CO | 0.26% | Reduce -7.8% | 11,505 | $2.9M |
| Arcadia Investment Advisors LLC | 1.41% | Add +2496.4% | 11,450 | $2.9M |
| Squire Investment Management Company, LLC | 0.95% | Add +13.8% | 11,433 | $2.9M |
| Northstar Financial Companies, Inc. | 2.68% | Add +1.3% | 11,409 | $2.9M |
| Brookwood Investment Group LLC | 0.37% | Reduce -3.6% | 11,384 | $2.9M |
| Farnam Financial LLC | 2.24% | Add +24.4% | 11,319 | $2.9M |
| New England Private Wealth Advisors LLC | 0.38% | Add +0.7% | 11,307 | $2.9M |
| Oxford Financial Group, LTD. LLC | 0.16% | Add +15.3% | 11,301 | $2.9M |
| Regal Investment Advisors LLC | 0.19% | Reduce -17.0% | 11,300 | $2.9M |
| Columbia River Financial Group, LLC | 1.76% | Reduce -9.0% | 11,201 | $2.9M |
| Scotia Capital Inc. | 0.01% | Add +13.5% | 11,222 | $2.9M |
| Radnor Capital Management, LLC | 0.43% | No change | 11,127 | $2.8M |
| SkyOak Wealth, LLC | 0.53% | Reduce -0.5% | 11,094 | $2.8M |
| Creative Financial Designs Inc. | 0.19% | Reduce -3.7% | 11,092 | $2.8M |
| Octavia Wealth Advisors, LLC | 0.28% | Reduce -4.2% | 11,033 | $2.8M |
| Silver Oak Securities, Incorporated | 0.21% | Add +0.1% | 11,054 | $2.8M |
| Baron Financial Group, LLC | 1.54% | Add +11.1% | 11,020 | $2.8M |
| Michelson Medical Research Foundation, Inc. | 2.43% | No change | 11,010 | $2.8M |
| Northern Financial Advisors Inc | 1.46% | New | 10,946 | $2.8M |
| Graves Light Lenhart Wealth, Inc. | 0.31% | Add +2.4% | 10,933 | $2.8M |
| Foundations Investment Advisors, LLC | 0.04% | Add +147.3% | 10,911 | $2.8M |
| JFS Wealth Advisors, LLC | 0.16% | Add +4.9% | 10,838 | $2.8M |
| Evoke Wealth, LLC | 0.06% | Add +59.4% | 10,720 | $2.7M |
| Parker Financial LLC | 1.12% | Reduce -2.1% | 10,754 | $2.7M |
| Smith, Moore & Co. | 0.21% | Reduce -6.2% | 10,747 | $2.7M |
| Klingman & Associates, LLC | 0.14% | No change | 10,685 | $2.7M |
| Performance Wealth Partners, LLC | 0.08% | Reduce -5.1% | 10,683 | $2.7M |
| Wilmington Savings Fund Society, FSB | 0.07% | Reduce -37.9% | 10,683 | $2.7M |
| Encompass Wealth Advisors, LLC | 0.92% | Add +3.9% | 10,673 | $2.7M |
| Security Financial Services, INC. | 0.44% | Reduce -0.1% | 10,666 | $2.7M |
| Stephens Consulting, LLC | 0.93% | Reduce -28.6% | 10,616 | $2.7M |
| Strategic Family Wealth Counselors, L.L.C. | 0.69% | Add +3.0% | 10,611 | $2.7M |
| Parsons Capital Management Inc. | 0.15% | Reduce -14.6% | 10,605 | $2.7M |
| Tanager Wealth Management LLP | 0.28% | Add +0.3% | 10,603 | $2.7M |
| Vontobel Holding Ltd. | 0.01% | Reduce -2.4% | 10,586 | $2.7M |
| Washington Trust Advisors, Inc. | 0.20% | Add +0.9% | 10,584 | $2.7M |
| BTC Capital Management, Inc. | 0.18% | No change | 10,526 | $2.7M |
| Envision Financial LLC | 1.53% | Add +11.2% | 10,493 | $2.7M |
| Viewpoint Capital Management LLC | 1.17% | No change | 10,453 | $2.7M |
| Goelzer Investment Management, Inc. | 0.14% | Add +0.0% | 10,451 | $2.7M |
| Investment Research & Advisory Group, Inc. | 0.90% | Reduce -13.2% | 10,433 | $2.7M |
| Topel & Distasi Wealth Management, LLC | 1.31% | Reduce -2.2% | 10,433 | $2.7M |
| Compass Planning Associates Inc | 2.42% | Add +14.7% | 10,387 | $2.6M |
| Life Planning Partners, Inc | 1.93% | Reduce -1.6% | 10,378 | $2.6M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.54% | Add +16.7% | 10,314 | $2.6M |
| Kelleher Financial Advisors | 0.66% | Reduce -13.3% | 10,307 | $2.6M |
| Stock Yards Bank & Trust Co. | 0.08% | Add +13.4% | 10,307 | $2.6M |
| Elser Financial Planning, Inc | 3.15% | Reduce -16.4% | 10,202 | $2.6M |
| SOA Wealth Advisors, LLC. | 0.42% | Reduce -7.0% | 10,223 | $2.6M |
| Diversified Trust Co. | 0.05% | Reduce -16.7% | 10,207 | $2.6M |
| Joseph P. Lucia & Associates, LLC | 0.97% | Add +2.2% | 10,103 | $2.6M |
| Red Crane Wealth Management, LLC | 2.16% | Add +2.5% | 10,065 | $2.6M |
| SVB Wealth LLC | 0.14% | Reduce -19.9% | 10,019 | $2.5M |
| Boston Research & Management Inc. | 0.56% | No change | 9,993 | $2.5M |
| Cranbrook Wealth Management, LLC | 0.51% | Reduce -2.6% | 9,964 | $2.5M |
| Greenup Street Wealth Management LLC | 0.39% | Reduce -3.1% | 9,936 | $2.5M |
| Discipline Wealth Solutions, LLC | 0.67% | Add +64.3% | 9,925 | $2.5M |
| Capital Analysts, LLC | 0.07% | Add +34.8% | 9,914 | $2.5M |
| SWP Financial LLC | 1.28% | Reduce -1.1% | 9,867 | $2.5M |
| Fiduciary Family Office, LLC | 0.71% | No change | 9,851 | $2.5M |
| TFC Financial Management, Inc. | 0.32% | Reduce -0.7% | 9,828 | $2.5M |
| Hirtle & Co., LLC | 0.10% | Reduce -2.8% | 9,785 | $2.5M |
| Wells Financial Advisors INC | 3.33% | Reduce -6.5% | 9,778 | $2.5M |
| Argonautica Private Wealth Management, Inc. | 0.72% | Add +0.3% | 9,764 | $2.5M |
| Columbus Macro, LLC | 0.28% | Reduce -7.1% | 9,729 | $2.5M |
| Forefront Wealth Partners, LLC | 0.62% | New | 9,721 | $2.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.29% | Reduce -1.6% | 9,700 | $2.5M |
| Legacy Advisors, LLC | 0.30% | — | 9,644 | $2.5M |
| Legacy Edge Advisors, LLC | 0.29% | No change | 9,635 | $2.4M |
| Principle Wealth Partners LLC | 0.14% | Reduce -0.8% | 9,621 | $2.4M |
| Soltis Investment Advisors LLC | 0.17% | Add +3.6% | 9,617 | $2.4M |
| Elevated Capital Advisors, LLC | 0.61% | Add +2.8% | 9,596 | $2.4M |
| Modus Advisors, LLC | 0.66% | Reduce -1.9% | 9,553 | $2.4M |
| Moneco Advisors, LLC | 0.20% | Reduce -12.0% | 9,550 | $2.4M |
| Forefront Analytics, LLC | 2.33% | Add +0.3% | 9,534 | $2.4M |
| Fairway Wealth LLC | 0.68% | Add +19.5% | 9,480 | $2.4M |
| Intrinsic Value Partners, LLC | 1.94% | Reduce -1.1% | 9,428 | $2.4M |
| Moisand Fitzgerald Tamayo, LLC | 0.28% | Reduce -3.6% | 9,424 | $2.4M |
| City State Bank | 0.69% | Reduce -3.0% | 9,423 | $2.4M |
| CGN Advisors LLC | 0.20% | Add +0.1% | 9,419 | $2.4M |
| Strategies Wealth Advisors, LLC | 0.25% | Add +0.1% | 9,385 | $2.4M |
| MassMutual Private Wealth & Trust, FSB | 0.06% | Reduce -0.4% | 9,375 | $2.4M |
| Zhang Financial LLC | 0.10% | Reduce -3.7% | 9,356 | $2.4M |
| Arkadios Wealth Advisors | 0.06% | Add +26.4% | 9,322 | $2.4M |
| MIdWestOne Financial Group, Inc. | 0.29% | Add +21.0% | 9,279 | $2.4M |
| Peoples Financial Services Corp. | 1.06% | Add +18.1% | 9,271 | $2.4M |
| Argent Trust Co | 0.08% | Add +0.5% | 9,246 | $2.4M |
| Wealthspan Partners, LLC | 0.91% | Reduce -4.0% | 9,246 | $2.4M |
| Summit Wealth & Retirement Planning, Inc. | 0.58% | Reduce -2.3% | 9,241 | $2.3M |
| Fortitude Family Office, LLC | 0.63% | Reduce -0.8% | 9,195 | $2.3M |
| Cornerstone Advisors Asset Management, LLC | 0.41% | Add +2.7% | 9,160 | $2.3M |
| Holos Integrated Wealth LLC | 1.37% | Reduce -0.4% | 9,381 | $2.3M |
| Mitchell Sinkler & Starr | 1.05% | Add +0.4% | 9,149 | $2.3M |
| Onyx Bridge Wealth Group LLC | 0.25% | Add +8.8% | 9,088 | $2.3M |
| Conning Inc. | 0.08% | No change | 9,084 | $2.3M |
| Westside Investment Management, Inc. | 0.37% | Reduce -1.5% | 9,065 | $2.3M |
| Blue Trust, Inc. | 0.03% | Add +30.5% | 9,036 | $2.3M |
| Guardian Wealth Advisors, LLC / NC | 0.15% | Add +3.3% | 9,009 | $2.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.29% | Add +22.1% | 9,017 | $2.3M |
| Focus Financial Network, Inc. | 0.08% | Add +4.1% | 8,970 | $2.3M |
| Main Street Financial Solutions, LLC | 0.15% | Reduce -10.7% | 8,940 | $2.3M |
| Infinity Wealth Counsel, LLC | 2.20% | Add +0.2% | 8,926 | $2.3M |
| Revolve Wealth Partners, LLC | 0.27% | Add +3.8% | 8,926 | $2.3M |
| Dorsey & Whitney Trust CO LLC | 0.12% | No change | 8,894 | $2.3M |
| Market Street Wealth Management Advisors LLC | 0.36% | Reduce -2.5% | 8,797 | $2.2M |
| Gladstone Institutional Advisory LLC | 0.09% | Add +2.7% | 8,767 | $2.2M |
| Waters Parkerson & Co., LLC | 0.11% | Add +3.6% | 8,766 | $2.2M |
| DecisionPoint Financial, LLC | 0.52% | Reduce -0.2% | 8,722 | $2.2M |
| Pine Valley Investments Ltd Liability Co | 0.12% | Add +6.8% | 8,691 | $2.2M |
| United Financial Planning Group LLC | 1.39% | — | 8,663 | $2.2M |
| Hohimer Wealth Management, LLC | 0.31% | Add +1.4% | 8,639 | $2.2M |
| Simmons Bank | 0.15% | Reduce -3.5% | 8,635 | $2.2M |
| BCS Private Wealth Management, Inc. | 0.78% | Add +21.9% | 8,589 | $2.2M |
| Debussy Capital Management LP | 0.31% | Reduce -13.7% | 8,606 | $2.2M |
| Kirtland Hills Capital Management, LLC | 0.86% | Add +11.5% | 8,519 | $2.2M |
| Cypress Point Wealth Management, LLC | 0.44% | No change | 8,500 | $2.2M |
| Private Wealth Advisors, LLC | 0.80% | Reduce -3.9% | 8,403 | $2.1M |
| Trust Co. of Vermont | 0.09% | Reduce -0.4% | 8,385 | $2.1M |
| Noble Wealth Management PBC | 1.12% | — | 8,268 | $2.1M |
| PFG Investments, LLC | 0.11% | Add +10.8% | 8,242 | $2.1M |
| Morton Brown Family Wealth, LLC | 0.60% | Reduce -0.3% | 8,217 | $2.1M |
| Beaird Harris Wealth Management, LLC | 0.15% | Add +2.6% | 8,163 | $2.1M |
| BCS Wealth Management | 0.47% | Reduce -1.4% | 8,159 | $2.1M |
| Eclectic Associates Inc. | 0.38% | Reduce -1.7% | 8,129 | $2.1M |
| FDx Advisors, Inc. | 0.61% | Reduce -2.1% | 7,990 | $2.0M |
| Camelot Portfolios, LLC | 1.21% | Reduce -0.6% | 8,010 | $2.0M |
| Affinity Capital Advisors, LLC | 0.31% | Reduce -0.5% | 7,905 | $2.0M |
| MADDEN SECURITIES Corp | 0.62% | Reduce -3.1% | 7,971 | $2.0M |
| Schneider Downs Wealth Management Advisors, LP | 0.24% | Reduce -3.2% | 7,971 | $2.0M |
| Cabot-Wellington, LLC | 0.66% | Reduce -7.8% | 7,964 | $2.0M |
| MidAtlantic Capital Management, Inc. | 1.38% | Add +0.0% | 7,928 | $2.0M |
| TPG Financial Advisors, LLC | 0.75% | Reduce -0.5% | 7,906 | $2.0M |
| First American Bank | 0.13% | Add +26.1% | 7,895 | $2.0M |
| Capital Investment Advisors, LLC | 0.03% | Add +6.0% | 7,882 | $2.0M |
| Canal Capital Management, LLC | 0.30% | No change | 7,822 | $2.0M |
| SeaCrest Wealth Management, LLC | 0.21% | Add +5.7% | 7,694 | $2.0M |
| J Hagan Capital, Inc. | 1.20% | Add +6.8% | 7,761 | $2.0M |
| Embree Financial Group | 0.26% | Reduce -11.8% | 7,758 | $2.0M |
| Hunter Associates Investment Management LLC | 0.27% | Reduce -2.8% | 7,581 | $2.0M |
| Sfm, LLC | 1.14% | Reduce -1.6% | 7,698 | $2.0M |
| Berger Financial Group, Inc | 0.12% | Add +4.1% | 7,680 | $2.0M |
| Peak Asset Management, LLC | 0.34% | No change | 7,649 | $1.9M |
| Mountain Hill Investment Partners Corp. | 1.70% | Reduce -10.2% | 7,641 | $1.9M |
| Duncker Streett & Co. Inc. | 0.34% | Reduce -0.1% | 7,607 | $1.9M |
| Cahill Financial Advisors Inc. | 0.22% | Reduce -4.5% | 7,598 | $1.9M |
| Rockbridge Investment Management, LCC | 0.19% | Reduce -0.2% | 7,580 | $1.9M |
| Essex Bank | 0.43% | Reduce -1.9% | 7,578 | $1.9M |
| Cibc World Market Inc. | 0.00% | Add +1.6% | 7,562 | $1.9M |
| Pioneer Wealth Management Group | 0.62% | Reduce -8.6% | 7,560 | $1.9M |
| Sierra Capital LLC | 0.21% | No change | 7,550 | $1.9M |
| Maryland Capital Advisors Inc. | 0.69% | Reduce -0.7% | 7,530 | $1.9M |
| Valley Forge Investment Consultants Inc. Adv | 0.56% | Add +66.2% | 7,525 | $1.9M |
| Tarbox Family Office, Inc. | 0.28% | Reduce -0.0% | 7,517 | $1.9M |
| Howland Capital Management LLC | 0.07% | Add +0.1% | 7,456 | $1.9M |
| Pennsylvania Capital Management Inc. | 0.55% | Add +0.0% | 7,476 | $1.9M |
| STAR Financial Bank | 1.12% | Add +3.9% | 7,449 | $1.9M |
| Anderson Hoagland & Co. | 0.17% | Reduce -29.4% | 7,424 | $1.9M |
| Advocate Group LLC | 0.31% | Add +39.5% | 7,408 | $1.9M |
| Collective Family Office LLC | 0.45% | Reduce -0.2% | 7,391 | $1.9M |
| Allegheny Financial Group | 0.35% | Add +6.5% | 7,377 | $1.9M |
| Wedbush Securities Inc. | 0.06% | Reduce -6.9% | 7,368 | $1.9M |
| New England Asset Management Inc. | 0.25% | No change | 7,340 | $1.9M |
| Brighton Securities Corp. | 0.97% | Add +43.6% | 7,337 | $1.9M |
| O'Connor Financial Group LLC | 0.78% | Reduce -1.3% | 7,320 | $1.9M |
| Ascent Group, LLC | 0.07% | Reduce -38.2% | 7,318 | $1.9M |
| Level Financial Advisors | 0.52% | Add +5.3% | 7,293 | $1.9M |
| Kennicott Capital Management LLC | 0.89% | Reduce -11.7% | 7,263 | $1.8M |
| First National Bank of Omaha | 0.12% | No change | 7,223 | $1.8M |
| Shorepoint Capital Partners LLC | 0.36% | — | 7,213 | $1.8M |
| Perennial Investment Advisors, LLC | 0.15% | Reduce -0.8% | 7,197 | $1.8M |
| Dentgroup LLC | 1.18% | No change | 7,179 | $1.8M |
| Manuka Financial, LLC | 1.13% | Reduce -30.2% | 7,175 | $1.8M |
| Highline Wealth Partners LLC | 0.49% | Add +5.0% | 7,173 | $1.8M |
| Tillman Hartley LLC | 0.47% | Add +1.8% | 7,113 | $1.8M |
| 21 West Wealth Management LLC | 1.71% | Add +2.9% | 7,083 | $1.8M |
| Tred Avon Family Wealth, LLC | 0.62% | — | 7,077 | $1.8M |
| Summit Investment Advisory Services, LLC | 0.72% | Add +4.0% | 7,076 | $1.8M |
| Traynor Capital Management, Inc. | 0.10% | Reduce -8.0% | 7,074 | $1.8M |
| Flagstar Securities, Inc. | 0.55% | Reduce -40.5% | 7,039 | $1.8M |
| Verus Capital Partners, LLC | 0.14% | Reduce -2.2% | 7,060 | $1.8M |
| Wiser Advisor Group LLC | 2.22% | Add +0.9% | 7,034 | $1.8M |
| Dimension Capital Management LLC | 0.26% | Reduce -0.2% | 7,032 | $1.8M |
| Traveka Wealth, LLC | 0.80% | No change | 7,014 | $1.8M |
| Retirement Planning Co of New England, Inc. | 0.72% | Reduce -2.8% | 6,990 | $1.8M |
| Sagespring Wealth Partners, LLC | 0.03% | Add +4.3% | 6,981 | $1.8M |
| Gainplan LLC | 0.75% | Reduce -2.9% | 6,942 | $1.8M |
| TCI Wealth Advisors, Inc. | 0.10% | Add +0.6% | 6,923 | $1.8M |
| Gryphon Financial Partners LLC | 0.20% | Add +6.8% | 6,896 | $1.8M |
| Sachem Hill LLC | 0.35% | Reduce -1.0% | 6,874 | $1.7M |
| Clarity Capital Advisors, LLC | 0.95% | Add +0.2% | 6,873 | $1.7M |
| Advisors Capital Management, LLC | 0.02% | Reduce -1.7% | 6,852 | $1.7M |
| SigFig Wealth Management, LLC | 0.05% | Reduce -43.5% | 6,816 | $1.7M |
| Partners in Financial Planning | 0.30% | Reduce -1.9% | 6,812 | $1.7M |
| Opulen Financial Group LLC | 1.31% | Reduce -1.7% | 6,812 | $1.7M |
| Gray Private Wealth, LLC | 0.87% | Add +0.2% | 6,782 | $1.7M |
| Hilltop Holdings Inc. | 0.09% | Add +22.6% | 6,772 | $1.7M |
| Fearless Solutions, LLC dba Best Invest | 1.10% | Reduce -0.6% | 6,757 | $1.7M |
| Lowe Brockenbrough & Co. Inc. | 0.09% | Reduce -1.0% | 6,703 | $1.7M |
| Deutsche Bank AG | 0.00% | Add +40.2% | 6,692 | $1.7M |
| Simplicity Wealth,LLC | 0.10% | Add +125.1% | 6,668 | $1.7M |
| Pacific Sun Financial Corp | 0.82% | Reduce -1.5% | 6,659 | $1.7M |
| Marquette Asset Management, LLC | 0.26% | Reduce -2.0% | 6,640 | $1.7M |
| Investment Partners, LTD. | 0.59% | Reduce -0.7% | 6,609 | $1.7M |
| Anchor Investment Management, LLC | 0.14% | Reduce -3.9% | 6,577 | $1.7M |
| Topsail Wealth Management, LLC | 0.28% | No change | 6,544 | $1.7M |
| McCollum Christoferson Group LLC | 0.48% | Add +130.5% | 6,553 | $1.7M |
| Ironwood Financial, llc | 0.29% | Add +1.3% | 6,523 | $1.7M |
| Sunburst Financial Group, LLC | 0.35% | Reduce -1.4% | 6,496 | $1.7M |
| Aaron Wealth Advisors LLC | 0.10% | Reduce -3.1% | 6,491 | $1.7M |
| Patron Partners, LLC | 0.74% | Add +1.8% | 6,429 | $1.6M |
| Compass Financial Group, INC | 0.24% | Add +0.2% | 6,399 | $1.6M |
| Sightline Wealth Advisors, LLC | 0.73% | Reduce -2.1% | 6,395 | $1.6M |
| Canandaigua National Trust Co of Florida | 1.29% | Reduce -4.6% | 6,388 | $1.6M |
| Bell Investment Advisors, Inc | 0.26% | Reduce -3.0% | 6,359 | $1.6M |
| Seven Springs Wealth Group, LLC | 0.40% | No change | 6,334 | $1.6M |
| USAdvisors Wealth Management, LLC | 0.55% | Add +2.6% | 6,316 | $1.6M |
| Lanark Financial, Inc. | 0.12% | Add +1.9% | 6,313 | $1.6M |
| 2UniFi Bank | 0.80% | Add +11.0% | 6,306 | $1.6M |
| Lee Financial Co | 0.20% | Add +0.0% | 6,292 | $1.6M |
| Jeppson Wealth Management, LLC | 0.51% | Reduce -0.3% | 6,295 | $1.6M |
| Willow Creek Wealth Management Inc. | 0.13% | Add +50.9% | 6,261 | $1.6M |
| Ofc Financial Planning, LLC | 1.57% | Reduce -1.4% | 6,248 | $1.6M |
| Beaumont Financial Advisors, LLC | 0.11% | Add +1.9% | 6,219 | $1.6M |
| Romano Brothers and Company | 0.18% | Reduce -1.7% | 6,196 | $1.6M |
| Global Wealth Management Investment Advisory, Inc. | 0.26% | Reduce -3.7% | 6,178 | $1.6M |
| First Citizens Bank & Trust Co. | 0.03% | Reduce -5.7% | 6,146 | $1.6M |
| Tompkins Financial Corp. | 0.13% | Reduce -7.2% | 6,114 | $1.6M |
| Muirfield Wealth Advisors LLC | 1.15% | Reduce -0.1% | 6,112 | $1.6M |
| Schrum Private Wealth Management LLC | 1.14% | Add +2.8% | 6,104 | $1.6M |
| LifePlan Investment Advisors, Inc. | 0.65% | Add +13.9% | 6,103 | $1.6M |
| Private Trust Co. NA | 0.14% | Add +24.2% | 6,100 | $1.6M |
| Berkeley Capital Partners, LLC | 0.36% | Add +1.0% | 6,052 | $1.5M |
| Westover Capital Advisors, LLC | 0.28% | Reduce -0.1% | 6,047 | $1.5M |
| Hall Capital Management Co. Inc. | 0.61% | Reduce -2.1% | 6,044 | $1.5M |
| Trivium Point Advisory, LLC | 0.16% | Reduce -2.2% | 6,034 | $1.5M |
| Paulson Wealth Management Inc. | 0.36% | Reduce -3.4% | 6,034 | $1.5M |
| Planwiser Financial, LLC | 1.22% | Reduce -3.2% | 6,030 | $1.5M |
| New Covenant Trust Company, N.A. | 1.42% | Reduce -1.1% | 6,006 | $1.5M |
| Clear Creek Financial Management, LLC | 0.13% | Add +0.7% | 6,006 | $1.5M |
| S&T Bank | 0.43% | No change | 5,999 | $1.5M |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -3.0% | 5,991 | $1.5M |
| Wisconsin Wealth Advisors, LLC | 1.45% | Reduce -1.8% | 5,988 | $1.5M |
| Clifford Swan Investment Counsel LLC | 0.05% | Add +3.6% | 5,982 | $1.5M |
| C M Bidwell & Associates Ltd. | 0.73% | Add +6.0% | 5,981 | $1.5M |
| Tranquility Partners, LLC | 0.51% | Reduce -0.1% | 5,979 | $1.5M |
| Madden Advisory Services, Inc. | 0.64% | Reduce -1.0% | 5,967 | $1.5M |
| Colonial Trust Co / SC | 0.20% | Add +35.4% | 5,942 | $1.5M |
| AlTi Global, Inc. | 0.04% | Reduce -14.7% | 5,906 | $1.5M |
| Williams Jones Wealth Management, LLC. | 0.02% | Reduce -10.6% | 5,919 | $1.5M |
| Kendall Capital Management | 0.34% | No change | 5,910 | $1.5M |
| Dogwood Wealth Management LLC | 0.68% | No change | 5,864 | $1.5M |
| Retirement Guys Formula LLC | 0.53% | Reduce -3.2% | 5,955 | $1.5M |
| Cascade Financial Partners, LLC | 0.17% | Reduce -0.2% | 5,880 | $1.5M |
| GW&K Investment Management, LLC | 0.01% | Reduce -0.1% | 5,852 | $1.5M |
| Keel Point, LLC | 0.09% | Reduce -7.6% | 5,839 | $1.5M |
| SFG Wealth Management, LLC. | 0.64% | Reduce -34.9% | 5,827 | $1.5M |
| Compass Capital Corp. /Ma/ | 0.65% | Reduce -0.9% | 5,797 | $1.5M |
| Rockwood Wealth Management, LLC | 0.12% | Reduce -0.8% | 5,792 | $1.5M |
| Lodestar Private Asset Management LLC | 0.15% | Add +8.0% | 5,790 | $1.5M |
| Cornerstone Wealth Advisors, Inc. | 0.35% | Reduce -0.2% | 5,760 | $1.5M |
| Greenleaf Trust | 0.01% | Reduce -1.0% | 5,756 | $1.5M |
| High Net Worth Advisory Group LLC | 0.35% | Add +44.2% | 5,750 | $1.5M |
| Motley Fool Wealth Management, LLC | 0.10% | Reduce -1.1% | 5,743 | $1.5M |
| KCM Investment Advisors LLC | 0.05% | Reduce -0.5% | 5,738 | $1.5M |
| Grange Capital, LLC | 1.41% | Reduce -3.6% | 5,738 | $1.5M |
| Flputnam Investment Management Co. | 0.02% | Reduce -12.3% | 5,716 | $1.5M |
| Intrua Financial, LLC | 0.17% | New | 5,713 | $1.5M |
| Lam Group, Inc. | 0.90% | No change | 5,705 | $1.5M |
| Laird Norton Wetherby Wealth Management, LLC | 0.06% | Add +9.8% | 5,693 | $1.4M |
| Cornerstone Wealth Group, LLC | 0.10% | Reduce -1.9% | 5,677 | $1.4M |
| Independence Bank of Kentucky | 0.19% | Add +3.2% | 5,674 | $1.4M |
| Carl P. Sherr & Co., LLC | 0.68% | Add +3.2% | 5,673 | $1.4M |
| Meridian Investment Counsel Inc. | 0.36% | Add +24.2% | 5,673 | $1.4M |
| Fulton Bank, N.A. | 0.05% | Reduce -32.3% | 5,665 | $1.4M |
| KMG Fiduciary Partners, LLC | 0.10% | Add +0.0% | 5,651 | $1.4M |
| Capital Squared Financial LLC | 1.24% | Add +73.7% | 5,634 | $1.4M |
| Founders Financial Alliance, LLC | 0.27% | Reduce -2.0% | 5,576 | $1.4M |
| MorganRosel Wealth Management, LLC | 0.37% | Add +8.0% | 5,555 | $1.4M |
| DBK Financial Counsel, LLC | 1.18% | Reduce -1.0% | 5,541 | $1.4M |
| Harbor Group, Inc. | 0.22% | Reduce -4.4% | 5,536 | $1.4M |
| Amara Financial, Llc. | 1.03% | Add +0.1% | 5,507 | $1.4M |
| McCarter Private Wealth Services LLC | 0.71% | Add +31.5% | 5,467 | $1.4M |
| Bearing Point Capital, LLC | 0.24% | Add +0.7% | 5,454 | $1.4M |
| Luminist Capital LLC | 1.21% | Add +11.3% | 5,425 | $1.4M |
| Defined Wealth Management, LLC | 0.80% | Reduce -0.3% | 5,437 | $1.4M |
| Spire Wealth Management | 0.05% | Reduce -2.2% | 5,435 | $1.4M |
| Cidel Asset Management Inc. | 0.08% | No change | 5,432 | $1.4M |
| Everhart Financial Group, Inc. | 0.14% | Add +5.2% | 5,423 | $1.4M |
| Generation Capital Management LLC | 1.00% | Add +43.6% | 5,421 | $1.4M |
| King Wealth Management Group | 0.17% | No change | 5,381 | $1.4M |
| DMKC Advisory Services, LLC | 0.69% | Add +15.9% | 5,368 | $1.4M |
| First Horizon Corp. | 0.06% | — | 5,343 | $1.4M |
| Mustard Seed Financial, LLC | 0.87% | Add +11.3% | 5,330 | $1.4M |
| O'ROURKE & COMPANY, Inc | 0.56% | Add +0.9% | 5,318 | $1.4M |
| Freedom Financial Partners LLC | 0.51% | Reduce -0.8% | 5,308 | $1.3M |
| Global Strategic Investment Solutions, LLC | 0.13% | Reduce -1.2% | 5,302 | $1.3M |
| Liberty Wealth Management LLC | 0.19% | Add +2.4% | 5,299 | $1.3M |
| Oak Wealth Advisors LLC | 0.78% | Add +1.9% | 5,294 | $1.3M |
| Carnegie Investment Counsel | 0.03% | Reduce -5.0% | 5,291 | $1.3M |
| Trinity Financial Advisors LLC | 0.39% | Reduce -8.7% | 5,267 | $1.3M |
| World Equity Group, Inc. | 0.30% | Reduce -2.0% | 5,279 | $1.3M |
| Quadrant Capital Group LLC | 0.04% | No change | 5,272 | $1.3M |
| Tme Financial, Inc. | 1.00% | Add +3.7% | 5,258 | $1.3M |
| BXM Wealth LLC | 1.27% | Add +77.5% | 5,633 | $1.3M |
| Bond & Devick Financial Network, Inc. | 0.40% | Reduce -0.3% | 5,246 | $1.3M |
| NorthCrest Asset Manangement, LLC | 0.03% | Reduce -5.5% | 5,204 | $1.3M |
| Fairview Capital Investment Management, LLC | 0.07% | No change | 5,229 | $1.3M |
| Grove Street Fiduciary, LLC | 0.63% | Reduce -3.7% | 5,210 | $1.3M |
| SteelPeak Wealth, LLC | 0.04% | New | 5,192 | $1.3M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -59.2% | 5,202 | $1.3M |
| Fund Evaluation Group, LLC | 0.05% | Reduce -1.4% | 5,190 | $1.3M |
| 180 Wealth Advisors, LLC | 0.16% | Add +1.3% | 5,189 | $1.3M |
| Capital City Trust Co. | 0.32% | Add +1.6% | 5,185 | $1.3M |
| Gibson Capital, LLC | 0.24% | Reduce -3.0% | 5,176 | $1.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +3.4% | 5,152 | $1.3M |
| Fiera Capital Corp | 0.00% | No change | 5,152 | $1.3M |
| Cherrydale Wealth Management, LLC | 0.41% | Reduce -9.0% | 5,112 | $1.3M |
| CPA Asset Management Group, LLC | 0.50% | No change | 5,094 | $1.3M |
| Capstone Wealth Management Group LLC | 0.83% | Add +1.3% | 5,092 | $1.3M |
| Cooper Financial Group | 0.14% | Add +8.3% | 5,091 | $1.3M |
| Silverlake Wealth Management LLC | 0.32% | Reduce -4.0% | 5,083 | $1.3M |
| Arrowroot Family Office, LLC | 0.51% | Reduce -1.8% | 5,044 | $1.3M |
| First Business Financial Services, Inc. | 0.12% | Reduce -33.7% | 5,039 | $1.3M |
| Nicolet Bankshares Inc. | 0.21% | Add +24.2% | 5,035 | $1.3M |
| BBR Partners, LLC | 0.07% | Reduce -13.6% | 5,030 | $1.3M |
| SwitchPoint Financial Planning, LLC | 0.92% | No change | 5,006 | $1.3M |
| Marshall Financial Group, LLC | 0.25% | Reduce -1.6% | 4,960 | $1.3M |
| Secure Asset Management, LLC | 0.21% | Reduce -16.2% | 4,940 | $1.3M |
| Claris Financial LLC | 0.71% | Add +25.1% | 4,934 | $1.3M |
| Richardson Financial Services Inc. | 0.78% | Reduce -0.9% | 4,922 | $1.3M |
| Uptick Partners, LLC | 0.33% | Reduce -5.3% | 4,913 | $1.2M |
| Strategic Financial Partners, Ltd. | 0.57% | Reduce -2.1% | 4,888 | $1.2M |
| Western Wealth Management, LLC | 0.07% | Reduce -10.9% | 4,885 | $1.2M |
| Delta Financial Advisors LLC | 0.35% | Add +1.2% | 4,885 | $1.2M |
| Capstone Wealth Management Group, LLC | 0.53% | Reduce -0.3% | 4,883 | $1.2M |
| National Philanthropic Trust | 0.01% | Reduce -1.8% | 4,863 | $1.2M |
| Vicus Capital | 0.09% | Add +1.1% | 4,847 | $1.2M |
| Medallion Wealth Advisors, LLC | 0.44% | Add +0.9% | 4,844 | $1.2M |
| Stillwater Capital Advisors, LLC | 0.14% | Reduce -3.2% | 4,835 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -13.6% | 4,834 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Reduce -2.4% | 4,827 | $1.2M |
| Lord & Richards Wealth Management, LLC | 1.12% | Add +8.6% | 4,812 | $1.2M |
| SC&H Financial Advisors, Inc. | 0.20% | Reduce -10.8% | 4,803 | $1.2M |
| FineMark National Bank & Trust | 0.04% | Add +34.6% | 4,799 | $1.2M |
| Dagco, Inc. | 0.31% | Add +0.0% | 4,789 | $1.2M |
| First Interstate Bank | 0.07% | Add +81.2% | 4,786 | $1.2M |
| Upper Left Wealth Management, LLC | 0.76% | Reduce -9.4% | 4,785 | $1.2M |
| Sovran Advisors, LLC | 0.11% | Add +27.1% | 4,774 | $1.2M |
| Mosaic Family Wealth Partners, LLC | 0.14% | Reduce -23.0% | 4,756 | $1.2M |
| Hiley Hunt Wealth Management | 0.57% | No change | 4,747 | $1.2M |
| Pines Wealth Management, LLC | 0.41% | Add +7.0% | 4,742 | $1.2M |
| Beacon Financial Group | 0.12% | Reduce -0.6% | 4,739 | $1.2M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -42.4% | 4,716 | $1.2M |
| Nabity-Jensen Investment Management Inc | 0.83% | Reduce -4.2% | 4,694 | $1.2M |
| Moneywise, Inc. | 0.54% | Reduce -4.3% | 4,691 | $1.2M |
| Choate Investment Advisors | 0.02% | Add +2.8% | 4,673 | $1.2M |
| Park National Corp. | 0.04% | Reduce -1.4% | 4,666 | $1.2M |
| Probity Advisors, Inc. | 0.19% | Reduce -0.1% | 4,661 | $1.2M |
| Flagship Wealth Advisors, LLC | 0.39% | Reduce -2.4% | 4,646 | $1.2M |
| Maia Wealth LLC | 0.20% | Reduce -2.8% | 4,624 | $1.2M |
| Jag Capital Management, LLC | 0.13% | No change | 4,627 | $1.2M |
| Blue Bell Private Wealth Management, LLC | 0.18% | Add +1.1% | 4,624 | $1.2M |
| Coastline Trust Co | 0.13% | Reduce -3.9% | 4,620 | $1.2M |
| Financial Advisors Network, Inc. | 0.17% | Add +4.7% | 4,614 | $1.2M |
| BSW Wealth Partners | 0.15% | Reduce -0.2% | 4,587 | $1.2M |
| Vista Investment Management | 0.41% | Reduce -0.8% | 4,583 | $1.2M |
| Wingate Wealth Advisors, Inc. | 0.80% | Add +32.5% | 4,527 | $1.2M |
| Sunbeam Capital Management, LLC | 0.71% | Add +0.3% | 4,485 | $1.1M |
| Townsquare Capital LLC | 0.17% | Reduce -17.2% | 4,492 | $1.1M |
| Oxbow Advisors, LLC | 0.11% | Reduce -2.6% | 4,484 | $1.1M |
| FIDELIS iM, LLC | 0.71% | No change | 5,200 | $1.1M |
| Fiduciary Alliance LLC | 0.08% | Add +21.0% | 4,470 | $1.1M |
| Wellspring Financial Advisors, LLC | 0.10% | Reduce -29.4% | 4,461 | $1.1M |
| M3 Advisory Group, LLC | 0.71% | Add +10.9% | 4,457 | $1.1M |
| Quadrant Private Wealth Management, LLC | 0.21% | Add +10.8% | 4,435 | $1.1M |
| Operose Advisors LLC | 0.28% | Add +11.6% | 4,428 | $1.1M |
| NorthStar Asset Management LLC | 0.53% | Add +16.2% | 4,392 | $1.1M |
| Plante Moran Financial Advisors, LLC | 0.07% | Reduce -6.8% | 4,362 | $1.1M |
| GK Wealth Management LLC | 0.82% | Reduce -32.8% | 4,355 | $1.1M |
| Consultiva Wealth Management, Corp. | 3.11% | Reduce -2.3% | 4,355 | $1.1M |
| Asset Allocation & Management Company, LLC | 0.47% | No change | 4,345 | $1.1M |
| Cardiff Park Advisors, LLC | 0.08% | Add +3.0% | 4,345 | $1.1M |
| Twin Peaks Wealth Advisors, LLC | 0.38% | Reduce -14.1% | 4,343 | $1.1M |
| Kovack Advisors, Inc. | 0.10% | Add +19.9% | 4,338 | $1.1M |
| Stockman Wealth Management, Inc. | 0.14% | Add +190.5% | 4,302 | $1.1M |
| Bank of Marin | 0.77% | No change | 4,300 | $1.1M |
| Ranch Capital Advisors Inc. | 0.42% | Reduce -4.2% | 4,270 | $1.1M |
| Cohen Investment Advisors LLC | 0.53% | Add +3.7% | 4,277 | $1.1M |
| Laurel Wealth Planning LLC | 0.57% | Add +0.4% | 4,275 | $1.1M |
| Sachetta, LLC | 0.40% | Reduce -1.7% | 4,274 | $1.1M |
| Asset Dedication, LLC | 0.07% | Add +13.9% | 4,264 | $1.1M |
| Diversified Portfolios, Inc. | 0.10% | Add +1.5% | 4,252 | $1.1M |
| Biltmore Family Office, LLC | 0.15% | No change | 4,226 | $1.1M |
| Mission Creek Capital Partners, Inc. | 0.21% | Add +290.0% | 4,235 | $1.1M |
| Armbruster Capital Management, Inc. | 0.18% | Reduce -0.3% | 4,224 | $1.1M |
| Graney & King, LLC | 0.74% | Add +0.9% | 4,217 | $1.1M |
| Caitlin John, LLC | 0.74% | Reduce -2.0% | 4,197 | $1.1M |
| Beese Fulmer Investment Management, Inc. | 0.07% | Add +0.1% | 4,183 | $1.1M |
| Security National Bank of So Dak | 0.53% | Reduce -0.6% | 4,173 | $1.1M |
| L.K. Benson & Company, P.C. | 0.57% | Add +10.2% | 4,169 | $1.1M |
| 1ST Source Bank | 0.06% | Add +0.5% | 4,134 | $1.1M |
| TABR Capital Management, LLC | 0.72% | Reduce -0.9% | 4,108 | $1.0M |
| Financial Advocates Investment Management | 0.59% | Reduce -77.7% | 4,100 | $1.0M |
| Charter Oak Capital Management, LLC | 0.08% | Add +1.5% | 4,094 | $1.0M |
| National Bank of Canada | 0.00% | Reduce -77.7% | 4,092 | $1.0M |
| Riverview Trust Co | 1.26% | Reduce -0.3% | 4,086 | $1.0M |
| Rosenblum Silverman Sutton S F Inc. | 0.24% | Add +3.4% | 4,083 | $1.0M |
| Kuhn & Co Investment Counsel | 0.82% | Add +0.9% | 4,080 | $1.0M |
| Landmark Wealth Management, LLC | 0.41% | Add +0.5% | 4,073 | $1.0M |
| HUB Investment Partners, LLC | 0.04% | Reduce -1.5% | 4,067 | $1.0M |
| Proficio Capital Partners LLC | 0.07% | Reduce -21.9% | 4,057 | $1.0M |
| Lionshead Wealth Management, LLC | 0.82% | Add +65.2% | 4,039 | $1.0M |
| Naples Global Advisors, LLC | 0.08% | Add +0.4% | 4,005 | $1.0M |
| Bedel Financial Consulting, Inc. | 0.13% | Add +2.1% | 4,015 | $1.0M |
| Fort Washington Investment Advisors Inc. | 0.01% | Add +2.0% | 4,014 | $1.0M |
| Disciplined Investments, LLC | 0.41% | Reduce -2.2% | 4,008 | $1.0M |
| Trevian Wealth Management LLC | 0.55% | Add +29.8% | 4,001 | $1.0M |
| Lee Danner & Bass Inc. | 0.07% | Reduce -0.4% | 3,991 | $1.0M |
| River Wealth Advisors LLC | 0.12% | Reduce -0.9% | 3,977 | $1.0M |
| Verus Financial Partners, Inc. | 0.10% | Reduce -3.0% | 3,975 | $1.0M |
| McLean Asset Management Corp | 0.21% | Add +0.2% | 3,913 | $1.0M |
| Zacks Investment Management | 0.01% | New | 3,972 | $1.0M |
| Corsicana & Co. | 0.57% | — | 3,972 | $1.0M |
| Investment Counsel Co. of Nevada | 2.05% | Add +0.3% | 3,961 | $1.0M |
| Revisor Wealth Management LLC | 0.35% | Reduce -42.1% | 3,925 | $1.0M |
| Cannon Wealth Management Services, LLC | 0.76% | Add +7.0% | 3,944 | $1.0M |
| Verdence Capital Advisors LLC | 0.06% | Add +14.7% | 3,851 | $1.0M |
| Bridgewater Advisors Inc. | 0.07% | Reduce -4.0% | 3,999 | $1.0M |
| Strategic Financial Concepts, LLC | 0.15% | Reduce -26.6% | 3,931 | $999K |
| Essex LLC | 0.18% | Reduce -2.3% | 3,925 | $998K |
| Sound Financial Strategies Group, LLC | 0.73% | Add +11.3% | 3,919 | $997K |
| Millington Financial Advisors, LLC | 0.48% | Reduce -3.2% | 3,932 | $995K |
| Libra Wealth LLC | 0.30% | Add +1.3% | 3,893 | $990K |
| North Star Investment Management Corp. | 0.06% | Add +0.2% | 3,892 | $990K |
| Outbound Financial Inc | 0.80% | No change | 3,869 | $984K |
| Conservest Capital Advisors, Inc. | 0.09% | Reduce -1.4% | 3,843 | $977K |
| Geometric Wealth Advisors | 0.13% | No change | 3,837 | $976K |
| Post Resch Tallon Group Inc. | 0.87% | Add +4.6% | 3,827 | $973K |
| Lincoln Capital LLC | 0.18% | Add +8.0% | 3,765 | $971K |
| WealthShield Partners, LLC | 0.11% | Add +0.4% | 3,818 | $971K |
| Brio Consultants, LLC | 0.13% | Reduce -30.7% | 3,814 | $970K |
| Renaissance Technologies | 0.00% | New | 3,800 | $966K |
| Regatta Capital Group, LLC | 0.15% | No change | 3,797 | $966K |
| Ameriflex Group, Inc. | 0.36% | Add +266.0% | 3,792 | $964K |
| FC Advisory LLC | 0.28% | Add +0.9% | 3,774 | $960K |
| PFG Private Wealth Management, LLC | 0.43% | New | 3,773 | $959K |
| Integrity Wealth Solutions LLC | 0.43% | Add +9.2% | 3,773 | $959K |
| Tactive Advisors, LLC | 0.27% | Add +3.3% | 3,761 | $956K |
| Meritage Portfolio Management | 0.06% | Reduce -0.0% | 3,740 | $951K |
| Twin Focus Capital Partners, LLC | 0.12% | Add +0.5% | 3,738 | $951K |
| Waterford Advisors, LLC | 0.33% | Reduce -99.0% | 3,729 | $948K |
| JT Stratford LLC | 0.13% | Add +0.1% | 3,721 | $946K |
| Droms Strauss Advisors Inc. /Mo/ | 0.27% | Reduce -5.7% | 3,697 | $940K |
| FNY Investment Advisers, LLC | 0.31% | New | 3,700 | $940K |
| Centaurus Financial, Inc. | 0.04% | Add +43.8% | 3,693 | $939K |
| Integrity Alliance, Llc. | 0.04% | Add +20.6% | 3,692 | $939K |
| North Capital, Inc. | 0.73% | Add +6.3% | 3,691 | $939K |
| Pinnacle Wealth Planning Services, Inc. | 0.11% | Reduce -0.1% | 3,667 | $932K |
| Luminvest Wealth Management LLC | 0.30% | Add +105.3% | 3,667 | $932K |
| Catalyst Financial Partners LLC | 0.11% | Reduce -0.9% | 3,657 | $930K |
| Confluence Wealth Services, Inc. | 0.05% | Reduce -0.1% | 3,657 | $930K |
| Bath Savings Trust Co | 0.09% | Add +8.4% | 3,648 | $928K |
| FreeGulliver LLC | 0.41% | Add +0.6% | 3,620 | $920K |
| Valpey Financial Services, LLC | 0.60% | Reduce -2.0% | 3,615 | $919K |
| Winthrop Capital Management, LLC | 0.22% | No change | 3,616 | $919K |
| Ewa, LLC | 0.25% | Add +0.6% | 3,593 | $914K |
| Tudor Investment Corporation | 0.01% | Reduce -90.5% | 3,586 | $912K |
| Prosperity Consulting Group, LLC | 0.04% | Add +15.6% | 3,575 | $909K |
| Mayflower Financial Advisors, LLC | 0.11% | Add +0.5% | 3,568 | $907K |
| Passive Capital Management, LLC. | 0.29% | Reduce -2.4% | 3,552 | $903K |
| Eagle Bluffs Wealth Management LLC | 0.39% | Add +1.1% | 3,540 | $903K |
| Meridian Wealth Partners, LLC | 0.12% | Reduce -26.9% | 3,551 | $903K |
| Cobblestone Capital Advisors LLC | 0.04% | No change | 3,534 | $899K |
| Heritage Wealth Management, Inc. | 0.26% | Reduce -7.5% | 3,531 | $898K |
| First National Trust Co | 0.03% | Reduce -1.9% | 3,522 | $896K |
| American Money Management, LLC | 0.15% | Reduce -4.8% | 3,517 | $894K |
| Astra Wealth Partners LLC | 0.62% | Reduce -0.2% | 3,508 | $892K |
| DiNuzzo Private Wealth, Inc. | 0.10% | Add +0.3% | 3,875 | $885K |
| Golden State Wealth Management, LLC | 0.10% | Add +0.8% | 3,472 | $883K |
| Willis Johnson & Associates, Inc. | 0.05% | Reduce -12.9% | 3,448 | $877K |
| Evernest Financial Advisors, LLC | 0.25% | Add +13.1% | 3,443 | $875K |
| Pecaut & Co. | 0.28% | Reduce -23.8% | 3,434 | $873K |
| Southland Equity Partners LLC | 0.18% | Reduce -5.7% | 3,431 | $872K |
| Rodgers & Associates, LTD | 0.09% | No change | 3,426 | $871K |
| MJP Associates Inc. | 0.11% | Reduce -0.2% | 3,425 | $871K |
| Vantage Financial Partners, LLC | 0.18% | Reduce -5.1% | 3,421 | $870K |
| Segment Wealth Management, LLC | 0.05% | Add +0.2% | 3,419 | $869K |
| Innovative Wealth Building LLC | 0.68% | Reduce -0.4% | 3,418 | $869K |
| Glassman Wealth Services | 0.12% | Add +12.0% | 3,412 | $868K |
| V2 Financial group LLC | 0.48% | Reduce -3.9% | 3,410 | $867K |
| Peak Retirement Planning, Inc. | 0.24% | Add +28.5% | 3,397 | $864K |
| Independent Advisor Alliance | 0.02% | Reduce -13.5% | 3,389 | $862K |
| Optimum Investment Advisors | 0.34% | Reduce -1.8% | 3,370 | $857K |
| LexAurum Advisors, LLC | 0.12% | Reduce -22.1% | 3,362 | $855K |
| Apexium Financial, LP | 0.04% | Add +0.5% | 3,357 | $855K |
| Hughes Financial Services, LLC | 0.14% | Reduce -1.3% | 3,344 | $854K |
| Trust Point Inc. | 0.07% | No change | 3,354 | $853K |
| Franklin, Parlapiano, Turner & Welch, LLC | 0.21% | No change | 3,345 | $851K |
| Shayne & Jacobs, LLC | 0.26% | No change | 3,340 | $849K |
| B&D White Capital Company, LLC | 0.11% | New | 3,339 | $849K |
| Hill Island Financial LLC | 0.21% | Reduce -1.0% | 3,332 | $847K |
| Matrix Private Capital Group LLC | 0.45% | Add +0.7% | 3,297 | $841K |
| Birchcreek Wealth Management, LLC | 0.43% | Reduce -3.4% | 3,307 | $841K |
| Sterling Wealth Advisors Inc | 0.54% | No change | 3,316 | $840K |
| Arista Wealth Management, LLC | 0.10% | Reduce -0.5% | 3,298 | $839K |
| Waterloo Capital, L.P. | 0.06% | Add +0.6% | 3,281 | $834K |
| Quadcap Wealth Management, LLC | 0.10% | Reduce -3.8% | 3,271 | $832K |
| Trust Co. of Toledo NA | 0.08% | Add +31.9% | 3,267 | $831K |
| Harmony Asset Management LLC | 0.28% | Add +23.9% | 3,245 | $825K |
| Midland Wealth Advisors, LLC | 0.04% | Reduce -0.5% | 3,240 | $824K |
| Fiduciary Financial Group, LLC | 0.13% | Add +34.9% | 3,217 | $818K |
| MA Private Wealth | 0.14% | Reduce -37.4% | 3,216 | $818K |
| Moss Adams Wealth Advisors LLC | 0.06% | No change | 3,205 | $818K |
| GAMMA Investing LLC | 0.05% | No change | 3,215 | $818K |
| Silver Oak Advisory Group, Inc. | 0.37% | Add +0.0% | 3,212 | $816K |
| Bangor Savings Bank | 0.07% | Reduce -1.1% | 3,201 | $814K |
| Elevatus Welath Management | 0.23% | Add +8.3% | 3,200 | $814K |
| Guyasuta Investment Advisors Inc. | 0.05% | Reduce -17.4% | 3,199 | $814K |
| D'Orazio & Associates, Inc. | 0.11% | Reduce -40.5% | 3,195 | $812K |
| Zions Bancorporation, National Association | 0.04% | No change | 3,195 | $812K |
| Citadel Advisors | 0.00% | Reduce -63.8% | 3,185 | $810K |
| ARK & TLK Investments, LLC | 0.26% | Reduce -2.2% | 3,178 | $808K |
| Community Trust & Investment Co. | 0.04% | New | 3,169 | $806K |
| Pacific Point Advisors, LLC | 0.47% | Add +1.8% | 3,145 | $800K |
| Freedom Investment Management, Inc. | 0.21% | Reduce -37.1% | 3,145 | $800K |
| Planning Directions Inc. | 0.42% | Add +0.9% | 3,145 | $800K |
| LRI Investments, LLC | 0.07% | Reduce -0.1% | 3,141 | $799K |
| Westmount Partners, LLC | 0.20% | Add +5.5% | 3,112 | $793K |
| Family CFO Inc | 0.36% | No change | 3,094 | $787K |
| Diversify Advisory Services, LLC | 0.03% | Add +14.9% | 3,088 | $786K |
| Becker Capital Management Inc. | 0.02% | Reduce -7.0% | 3,064 | $782K |
| GEM Asset Management, LLC | 0.37% | Add +0.6% | 3,056 | $781K |
| Farmers National Bank | 0.19% | Reduce -1.1% | 3,073 | $781K |
| Bryn Mawr Trust Advisors, LLC | 0.04% | Reduce -0.7% | 3,072 | $781K |
| Marathon Strategic Advisors, LLC | 0.62% | Add +1.7% | 3,044 | $774K |
| Clark Wealth Partners | 0.47% | Reduce -18.0% | 2,992 | $772K |
| Nestegg Advisors, Inc. | 0.68% | Add +17.8% | 2,999 | $763K |
| Investor's Fiduciary Advisor Network, LLC | 0.26% | Reduce -6.6% | 2,996 | $761K |
| Harbor Investment Advisory, LLC | 0.06% | Reduce -3.5% | 2,986 | $759K |
| Madison Asset Management, LLC | 0.01% | Reduce -3.9% | 2,985 | $759K |
| Cannell & Spears LLC | 0.01% | Add +0.9% | 2,965 | $754K |
| Smith Asset Management Co., LLC | 0.64% | Add +24.5% | 2,938 | $753K |
| Pettyjohn, Wood & White, Inc. | 0.12% | Reduce -0.0% | 2,944 | $748K |
| Fairscale Capital, LLC | 0.51% | No change | 2,930 | $747K |
| Northstar Group, Inc. | 0.11% | Reduce -3.0% | 2,931 | $745K |
| Ashton Thomas Securities, LLC | 0.10% | Reduce -15.5% | 2,930 | $745K |
| Amplius Wealth Advisors, LLC | 0.06% | Reduce -26.3% | 2,905 | $739K |
| Certuity, LLC | 0.05% | Add +117.3% | 2,897 | $737K |
| Elyxium Wealth, LLC | 0.25% | No change | 2,871 | $730K |
| Pachira Investments Inc. | 0.41% | Add +8.2% | 2,865 | $728K |
| Sterling Capital Management LLC | 0.01% | No change | 2,860 | $727K |
| IFG Advisory, LLC | 0.03% | Reduce -7.6% | 2,856 | $726K |
| Truvestments Capital LLC | 0.13% | Reduce -9.5% | 2,838 | $722K |
| Clayton Financial Group LLC | 0.53% | Add +49.0% | 2,830 | $720K |
| Wells Trecaso Financial Group, LLC | 0.34% | Reduce -43.9% | 2,823 | $718K |
| Curi Capital, LLC | 0.01% | Add +37.8% | 2,784 | $710K |
| TCTC Holdings, LLC | 0.02% | No change | 2,784 | $708K |
| Atwater Malick LLC | 0.20% | No change | 2,775 | $706K |
| Fortis Capital Management LLC | 0.10% | Add +4.4% | 2,761 | $702K |
| HHM Wealth Advisors, LLC | 0.08% | Add +0.7% | 2,745 | $698K |
| Linscomb Wealth, Inc. | 0.03% | Reduce -5.4% | 2,738 | $696K |
| Riverpoint Wealth Management Holdings, LLC | 0.15% | Add +0.3% | 2,736 | $696K |
| Wescott Financial Advisory Group, LLC | 0.06% | Reduce -1.2% | 2,733 | $695K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -13.3% | 2,729 | $694K |
| Cambridge Financial Group, LLC | 0.22% | Add +26.5% | 2,721 | $692K |
| J2 Capital Management Inc | 0.52% | Reduce -15.4% | 2,720 | $692K |
| Nvest Financial, LLC | 0.40% | New | 2,705 | $688K |
| Seek First Inc. | 0.49% | Add +0.3% | 2,705 | $688K |
| Aspen Grove Capital, LLC | 0.12% | Add +0.1% | 2,683 | $685K |
| Stonebridge Financial Planning Group, LLC | 0.26% | Add +17.9% | 2,694 | $685K |
| Stratos Investment Management, LLC | 0.03% | Add +0.1% | 2,688 | $684K |
| Truepoint, Inc. | 0.02% | Add +4.3% | 2,688 | $684K |
| AllSquare Wealth Management LLC | 0.36% | No change | 2,678 | $681K |
| Advisory Resource Group | 0.12% | Reduce -0.3% | 2,677 | $681K |
| MBL Wealth, LLC | 0.06% | No change | 2,675 | $680K |
| McGuire Investment Group, LLC | 0.08% | Reduce -0.5% | 2,674 | $680K |
| Advyzon Investment Management, LLC | 0.12% | Add +0.1% | 2,659 | $676K |
| SPC Financial, Inc. | 0.05% | Reduce -3.5% | 2,658 | $676K |
| WJ Financial Advisors LLC | 0.66% | — | 2,657 | $676K |
| Websterrogers Financial Advisors, LLC | 0.20% | Reduce -0.3% | 2,655 | $675K |
| Members Trust Co | 0.02% | No change | 2,653 | $675K |
| Mascagni Wealth Management, Inc. | 0.52% | Reduce -7.2% | 2,653 | $675K |
| Nilsine Partners, LLC | 0.06% | No change | 2,613 | $664K |
| Sandhill Capital Partners LLC | 0.05% | No change | 2,612 | $664K |
| Thompson Davis & Co., Inc. | 0.41% | Add +33.2% | 2,607 | $663K |
| Outlook Wealth Advisors, LLC | 0.17% | Add +2.0% | 2,604 | $662K |
| Accel Wealth Management | 0.19% | Add +4.3% | 2,602 | $662K |
| Grandfield & Dodd, LLC | 0.04% | Add +6.1% | 2,599 | $661K |
| Fingerlakes Wealth Management, Inc. | 0.43% | Reduce -0.7% | 2,598 | $661K |
| Human Investing LLC | 0.10% | Reduce -8.9% | 2,587 | $658K |
| Bank of New Hampshire | 0.15% | Reduce -16.2% | 2,583 | $657K |
| Heritage Investment Group, Inc. | 0.10% | Add +0.2% | 2,575 | $655K |
| Flywheel Private Wealth LLC | 0.51% | Reduce -2.7% | 2,572 | $654K |
| Brooklyn Investment Group | 0.09% | No change | 2,754 | $654K |
| Center For Asset Management LLC | 0.35% | Add +29.1% | 2,566 | $653K |
| Rothschild Investment LLC | 0.04% | Add +0.0% | 2,560 | $651K |
| Werba Rubin Papier Wealth Management | 0.10% | Add +0.1% | 2,557 | $650K |
| Eagle Strategies LLC | 0.09% | Add +3.1% | 2,553 | $649K |
| Lutz Financial Services LLC | 0.05% | Add +0.2% | 2,541 | $646K |
| Astoria Portfolio Advisors LLC. | 0.17% | No change | 2,499 | $645K |
| Birch Hill Investment Advisors LLC | 0.03% | No change | 2,521 | $641K |
| NorthRock Partners, LLC | 0.01% | Add +117.8% | 2,514 | $639K |
| Smith Chas P & Associates Pa Cpas | 0.06% | Reduce -1.4% | 2,512 | $639K |
| Searle & Co. | 0.17% | No change | 2,500 | $636K |
| Transcendent Capital Group LLC | 0.28% | Reduce -3.4% | 2,496 | $635K |
| Athena Investment Management | 0.33% | Add +46.2% | 2,490 | $633K |
| Smartleaf Asset Management LLC | 0.04% | Add +95.5% | 2,490 | $633K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,478 | $632K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -1.7% | 2,480 | $631K |
| Glaxis Capital Management, LLC | 1.05% | Add +1.9% | 2,480 | $631K |
| Rockland Trust Co. | 0.03% | New | 2,471 | $628K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -10.7% | 2,460 | $626K |
| MPWM Advisory Solutions, LLC | 0.37% | Reduce -1.8% | 2,457 | $625K |
| CFS Investment Advisory Services, LLC | 0.05% | Add +6.2% | 2,413 | $625K |
| Denver PWM, LLC | 0.19% | No change | 2,633 | $624K |
| Montis Financial, LLC | 0.14% | Reduce -10.8% | 2,445 | $622K |
| Novem Group | 0.07% | Add +33.8% | 2,444 | $621K |
| Thomasville National Bank | 0.04% | No change | 2,440 | $620K |
| Balboa Wealth Partners | 0.11% | Reduce -2.7% | 2,438 | $620K |
| Montecito Bank & Trust | 0.10% | — | 2,436 | $619K |
| Vishria Bird Financial Group, LLC | 0.12% | Add +3.8% | 2,431 | $618K |
| Advisory Alpha, LLC | 0.02% | Reduce -0.3% | 2,406 | $617K |
| Elk River Wealth Management LLC | 0.10% | Add +5.3% | 2,416 | $616K |
| Aspire Growth Partners LLC | 0.45% | Add +3.5% | 2,424 | $616K |
| Pinnacle Bancorp, Inc. | 0.18% | Add +2.1% | 2,411 | $613K |
| Lyell Wealth Management, LP | 0.05% | No change | 2,408 | $612K |
| Round Rock Advisors LLC | 0.10% | No change | 2,407 | $612K |
| FAS Wealth Partners, Inc. | 0.04% | No change | 2,405 | $612K |
| Sepio Capital, LP | 0.04% | Reduce -7.5% | 2,400 | $610K |
| Wealth Dimensions Group, Ltd. | 0.13% | Reduce -1.2% | 2,395 | $609K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.22% | Reduce -2.5% | 2,394 | $609K |
| Old Second National Bank of Aurora | 0.12% | No change | 2,385 | $606K |
| 1900 Wealth Management LLC | 0.04% | No change | 2,385 | $606K |
| Kelman-Lazarov, Inc. | 0.09% | New | 2,383 | $606K |
| Heck Capital Advisors, LLC | 0.05% | Reduce -39.6% | 2,379 | $606K |
| Compass Capital Management, Inc. | 0.03% | New | 2,380 | $605K |
| Keb Asset Management, LLC | 0.14% | Reduce -9.5% | 2,371 | $603K |
| MAS Advisors LLC | 0.95% | Reduce -0.6% | 2,354 | $599K |
| Calton & Associates, Inc. | 0.09% | Add +9.4% | 2,352 | $598K |
| Thrive Capital Management, LLC | 0.15% | Add +6.1% | 2,348 | $597K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -0.4% | 2,346 | $597K |
| German American Bancorp, Inc. | 0.05% | No change | 2,346 | $597K |
| Capital Square, LLC | 0.30% | No change | 2,345 | $596K |
| Keystone Financial Services | 0.18% | No change | 2,344 | $596K |
| Painted Porch Advisors LLC | 0.23% | Add +7225.0% | 2,344 | $596K |
| NTV Asset Management LLC | 0.06% | Add +11.4% | 2,343 | $596K |
| Douglass Winthrop Advisors, LLC | 0.01% | Add +33.0% | 2,342 | $596K |
| Kavar Capital Partners Group, LLC | 0.08% | No change | 2,331 | $593K |
| Francis Financial, Inc. | 0.11% | Reduce -2.4% | 2,328 | $592K |
| Northwest Wealth Management, LLC | 0.10% | No change | 2,322 | $590K |
| IMG Wealth Management, Inc. | 0.40% | Reduce -0.3% | 2,309 | $587K |
| Obermeyer Wealth Partners | 0.03% | Add +2.6% | 2,307 | $587K |
| Brown, Lisle/Cummings, Inc. | 0.15% | Add +0.0% | 2,307 | $587K |
| Cascade Wealth Advisors, Inc | 0.29% | Reduce -2.6% | 2,294 | $586K |
| Penobscot Investment Management Company, Inc. | 0.04% | No change | 2,297 | $584K |
| Penobscot Wealth Management | 0.19% | Reduce -1.3% | 2,294 | $583K |
| Caliber Wealth Management, LLC / KS | 0.06% | Reduce -25.6% | 2,288 | $582K |
| Quest 10 Wealth Builders, Inc. | 0.54% | Reduce -1.9% | 2,286 | $581K |
| Chapin Davis, Inc. | 0.14% | Reduce -5.5% | 2,284 | $581K |
| Mattern Capital Management, LLC | 0.07% | No change | 2,283 | $581K |
| Principal Financial Group Inc. | 0.00% | Add +0.0% | 2,244 | $579K |
| Walter & Keenan Wealth Management LLC /in/ | 0.16% | Add +0.2% | 2,275 | $579K |
| Angeles Wealth Management, LLC | 0.04% | Reduce -3.7% | 2,273 | $578K |
| Milestone Investment Advisors LLC | 0.14% | No change | 2,263 | $575K |
| Wealthedge Investment Advisors, LLC | 0.22% | Add +0.2% | 2,258 | $574K |
| Gen-Wealth Partners Inc | 0.19% | No change | 2,253 | $573K |
| NWF Advisory Services Inc. | 0.06% | Reduce -16.6% | 2,242 | $570K |
| Platform Technology Partners | 0.14% | Add +27.4% | 2,234 | $568K |
| Cape Investment Advisory, Inc. | 0.56% | Add +6.7% | 2,220 | $564K |
| Elm3 Financial Group, LLC | 0.46% | Reduce -3.4% | 2,214 | $563K |
| Nikulski Financial, Inc. | 0.14% | Reduce -2.6% | 2,204 | $561K |
| Coastal Bridge Advisors, LLC | 0.04% | Reduce -1.3% | 2,197 | $559K |
| Private Wealth Asset Management, LLC | 0.07% | Add +3.3% | 2,195 | $558K |
| Sara-Bay Financial | 0.16% | Add +4.0% | 2,194 | $558K |
| Absolute Capital Management, LLC | 0.24% | Add +26.6% | 2,181 | $556K |
| Avantax Planning Partners, Inc. | 0.02% | Add +10.8% | 2,179 | $554K |
| Nova R Wealth, Inc. | 0.23% | Add +2.6% | 2,171 | $552K |
| Facet Wealth, Inc. | 0.01% | Add +23.0% | 2,168 | $551K |
| Elevation Wealth Partners, LLC | 0.20% | Reduce -2.4% | 2,166 | $551K |
| First County Bank | 0.28% | Reduce -10.1% | 2,163 | $550K |
| Balanced Rock Investment Advisors LLC | 0.40% | Reduce -6.8% | 2,146 | $546K |
| WealthCare Investment Partners, LLC | 0.18% | Add +9.0% | 2,140 | $545K |
| Synergy Financial Group, LTD | 0.37% | Add +0.6% | 2,137 | $543K |
| Appleton Partners Inc. | 0.04% | Reduce -0.7% | 2,137 | $543K |
| Allen Capital Group, LLC | 0.05% | Add +3.6% | 2,132 | $542K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -2.3% | 2,121 | $539K |
| Journey Advisory Group, LLC | 0.04% | No change | 2,110 | $537K |
| Old National Bancorp | 0.01% | Add +41.5% | 2,102 | $534K |
| Atala Financial Inc | 0.33% | No change | 2,098 | $533K |
| REDW Wealth LLC | 0.20% | Reduce -4.3% | 2,089 | $531K |
| Benchmark Financial Wealth Advisors, LLC | 0.16% | Add +2.7% | 2,088 | $531K |
| Physician Wealth Advisors, Inc. | 0.08% | Reduce -1.2% | 2,083 | $530K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +4.3% | 2,081 | $529K |
| Capital Advisors, Ltd. LLC | 0.06% | Reduce -4.6% | 2,078 | $529K |
| Vista Investment Partners Ii, LLC | 0.25% | Add +3.6% | 2,071 | $527K |
| Peregrine Asset Advisers, Inc. | 0.16% | No change | 2,070 | $526K |
| LPWM LLC | 0.14% | Add +4.0% | 2,070 | $526K |
| Comprehensive Money Management Services LLC | 0.37% | Reduce -1.4% | 2,069 | $526K |
| Main Street Group, LTD | 0.17% | Reduce -5.0% | 2,068 | $526K |
| Fisher Asset Management | 0.00% | Add +13.9% | 2,066 | $525K |
| Front Row Advisors LLC | 0.18% | Add +0.3% | 2,055 | $524K |
| Newport Capital Group, LLC | 0.33% | No change | 2,058 | $524K |
| United Advisor Group, LLC | 0.07% | Add +0.2% | 2,060 | $524K |
| Norris Perne & French LLP | 0.04% | No change | 2,060 | $524K |
| ERn Financial, LLC | 0.10% | Reduce -0.2% | 2,053 | $522K |
| Hibernia Wealth Partners, LLC | 0.33% | Reduce -49.0% | 2,048 | $521K |
| Clearstead Trust, LLC | 0.09% | Reduce -13.1% | 2,047 | $520K |
| Kestra Investment Management, LLC | 0.01% | Add +55.8% | 2,042 | $519K |
| Stephen J. Garry & Associates, LLC | 0.41% | Reduce -0.5% | 2,041 | $519K |
| Prospera Capital Management, LLC | 0.25% | No change | 2,038 | $518K |
| Inspirion Wealth Advisors, LLC | 0.07% | Reduce -53.3% | 2,179 | $517K |
| Team Hewins, LLC | 0.17% | No change | 2,020 | $515K |
| Coppell Advisory Solutions LLC | 0.05% | Add +2.1% | 2,020 | $513K |
| Adapt Wealth Advisors, LLC | 0.19% | Reduce -1.4% | 2,013 | $512K |
| 4Thought Financial Group Inc. | 0.26% | Add +13.7% | 2,012 | $512K |
| Granite Harbor Advisors, Inc. | 0.21% | No change | 2,010 | $511K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -28.8% | 2,009 | $511K |
| Bell Bank | 0.02% | Add +0.1% | 2,003 | $509K |
| Hutchens & Kramer Investment Management Group, LLC | 0.20% | Reduce -12.8% | 2,000 | $509K |
| First Trust Advisors LP | 0.00% | Add +18.6% | 1,992 | $507K |
| Paragon Capital Management LLC | 0.24% | Add +0.2% | 1,992 | $507K |
| NBT Bank, N.A. | 0.03% | Reduce -17.1% | 1,825 | $506K |
| Keystone Financial Services, LLC | 0.35% | Add +0.2% | 1,981 | $504K |
| Unified Investment Management | 0.50% | Add +3.4% | 1,973 | $502K |
| Ullmann Wealth Partners Group, LLC | 0.05% | No change | 1,967 | $500K |
| Burke & Herbert Bank & Trust Co. | 0.11% | No change | 1,967 | $500K |
| Wealth Management Nebraska | 0.06% | No change | 1,966 | $500K |
| Steel Grove Capital Advisors, LLC | 0.06% | No change | 2,106 | $499K |
| Vident Advisory, LLC | 0.00% | Add +30.8% | 1,962 | $499K |
| Melone Private Wealth, LLC | 0.23% | Add +0.2% | 1,959 | $498K |
| Harbour Investment Management LLC | 0.22% | No change | 1,952 | $498K |
| GEN Financial Management, INC. | 0.43% | Reduce -12.4% | 1,948 | $496K |
| Adirondack Trust Co. | 0.17% | Add +60.8% | 1,946 | $495K |
| Parsonex Advisory Services, Inc. | 0.34% | Add +0.5% | 1,942 | $494K |
| Lodestone Wealth Management LLC | 0.22% | Add +0.1% | 1,941 | $494K |
| Adamsbrown Wealth Consultants LLC | 0.14% | Add +1.6% | 1,935 | $492K |
| Edge Financial Advisors LLC | 0.22% | Reduce -2.4% | 1,934 | $492K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +3.3% | 1,933 | $492K |
| Tumwater Wealth Management, LLC | 0.22% | Reduce -28.0% | 1,928 | $490K |
| UMB Bank, n.a. | 0.01% | Add +69.0% | 1,926 | $490K |
| Novak & Powell Financial Services, Inc. | 0.26% | New | 1,922 | $489K |
| Madison Wealth Partners, Inc | 0.10% | Reduce -1.3% | 1,913 | $486K |
| Arete Wealth Advisors, LLC | 0.03% | Add +3.8% | 1,910 | $486K |
| B & T Capital Management DBA Alpha Capital Management | 0.08% | Add +0.3% | 1,909 | $486K |
| Vestia Personal Wealth Advisors | 0.26% | Add +18.9% | 1,891 | $481K |
| Christensen, King & Associates Investment Services, Inc. | 0.21% | No change | 1,889 | $480K |
| Cordgrass Capital Advisors, LLC | 0.12% | Add +11.0% | 1,889 | $480K |
| Bar Harbor Wealth Management | 0.03% | Reduce -1.1% | 1,884 | $479K |
| LCNB Corp. | 0.17% | Reduce -1.6% | 1,875 | $477K |
| Etesian Wealth Advisors, Inc. | 0.16% | Reduce -18.5% | 1,866 | $474K |
| Buck Wealth Strategies, LLC | 0.06% | Add +9.0% | 1,858 | $472K |
| Vision Capital Management, Inc. | 0.06% | No change | 1,847 | $470K |
| Alta Wealth Advisors LLC | 0.17% | Add +4.5% | 1,846 | $470K |
| Stevens Capital Partners | 0.14% | Add +28.0% | 1,846 | $469K |
| Austin Wealth Management, LLC | 0.07% | Add +96.4% | 1,846 | $469K |
| American Financial & Tax Strategies Inc. | 0.23% | Reduce -0.9% | 1,843 | $469K |
| Alteri Wealth LLC | 0.16% | Reduce -2.3% | 1,833 | $466K |
| Florida Financial Advisors, LLC | 0.14% | Add +0.7% | 1,823 | $464K |
| Oakworth Capital, Inc. | 0.03% | Add +0.3% | 1,820 | $463K |
| Griffin Asset Management, Inc. | 0.05% | Reduce -3.5% | 1,816 | $462K |
| Chemistry Wealth Management LLC | 0.09% | Add +4.1% | 1,815 | $462K |
| Midwestern Financial, LLC | 0.40% | Add +0.3% | 1,812 | $461K |
| Rik Saylor Financial, Inc. | 0.34% | Reduce -1.2% | 1,812 | $461K |
| HM Payson & Co. | 0.01% | Add +1.6% | 1,809 | $460K |
| Bakala Capital LLC | 2.48% | Add +0.3% | 1,809 | $460K |
| Fortress Private Ledger, LLC | 0.17% | New | 1,805 | $459K |
| Global Financial Private Client, LLC | 0.16% | Add +4.4% | 1,805 | $459K |
| Insight Advisors, LLC/ PA | 0.07% | Reduce -2.5% | 1,798 | $459K |
| Miller Financial Services LLC | 0.53% | Reduce -0.3% | 1,800 | $458K |
| Nautilus Advisors LLC | 0.31% | No change | 1,800 | $458K |
| Brown Miller Wealth Management, LLC | 0.13% | Add +8.5% | 1,800 | $458K |
| Aprio Wealth Management, LLC | 0.05% | Add +0.2% | 1,798 | $457K |
| AssuredPartners Investment Advisors, LLC | 0.10% | Reduce -21.1% | 1,797 | $457K |
| Total Clarity Wealth Management, Inc. | 0.12% | Reduce -0.8% | 1,795 | $456K |
| Journey Strategic Wealth LLC | 0.01% | Add +12.3% | 1,793 | $456K |
| Abacus Wealth Partners, LLC | 0.07% | Reduce -43.8% | 1,783 | $453K |
| Relyea Zuckerberg Hanson LLC | 0.05% | Add +1.2% | 1,781 | $453K |
| HORAN Wealth, LLC | 0.07% | New | 1,779 | $452K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -8.4% | 1,778 | $452K |
| Covenant Asset Management, LLC | 0.09% | Add +7.8% | 1,772 | $451K |
| Insigneo Advisory Services, LLC | 0.03% | Add +20.7% | 1,769 | $450K |
| Seven Mile Advisory | 0.07% | No change | 1,768 | $450K |
| Sequent Planning LLC | 0.13% | Reduce -5.8% | 1,767 | $449K |
| Tolleson Wealth Management, Inc. | 0.07% | No change | 1,761 | $449K |
| Fortitude Advisory Group L.L.C. | 0.24% | Add +43.7% | 1,765 | $449K |
| Strategic Financial Services, Inc. | 0.02% | Reduce -20.2% | 1,762 | $448K |
| Caldwell Trust Co | 0.04% | Add +7.8% | 1,759 | $447K |
| Horst & Graben Wealth Management LLC | 0.07% | Reduce -2.7% | 1,754 | $446K |
| Dahring | Cusmano LLC | 0.32% | Reduce -2.0% | 1,747 | $444K |
| RCS Financial Planning, LLC | 0.20% | Add +12.7% | 1,741 | $444K |
| Lake Street Private Wealth, LLC | 0.06% | Add +8.6% | 1,746 | $444K |
| Armstrong Henry H Associates Inc. | 0.04% | No change | 1,745 | $444K |
| Aerodigm Wealth, LLC | 0.19% | Add +29.6% | 1,739 | $443K |
| DGS Capital Management, LLC | 0.08% | Reduce -7.1% | 1,737 | $442K |
| Golden Bell Financial Planning LLC | 0.38% | Add +5.2% | 1,735 | $441K |
| Beacon Investment Advisory Services, Inc. | 0.02% | No change | 1,733 | $441K |
| Middleton & Co. Inc. | 0.05% | No change | 1,730 | $440K |
| Destination Wealth Management | 0.01% | Reduce -3.1% | 1,730 | $440K |
| Jacobi Capital Management LLC | 0.03% | Add +23.4% | 1,724 | $438K |
| PFW Advisors LLC | 0.13% | Reduce -31.3% | 1,714 | $436K |
| Mascoma Wealth Management LLC | 0.10% | Reduce -2.9% | 1,706 | $434K |
| New Insight Wealth Advisors | 0.16% | Add +18.2% | 1,698 | $432K |
| Carret Asset Management, LLC | 0.04% | No change | 1,695 | $431K |
| Westbourne Investments, Inc. | 0.21% | Add +6.3% | 1,690 | $431K |
| Allodium Investment Consultants, LLC | 0.24% | Add +0.1% | 1,691 | $430K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -0.2% | 1,666 | $427K |
| Csenge Advisory Group | 0.02% | Reduce -37.1% | 1,677 | $426K |
| Proffitt & Goodson Inc. | 0.06% | Reduce -11.2% | 1,676 | $426K |
| Spinnaker Trust | 0.02% | Reduce -11.2% | 1,674 | $426K |
| Weitzel Financial Services, Inc. | 0.17% | Add +2.8% | 1,677 | $425K |
| Lion Street Advisors, LLC | 0.15% | Add +79.3% | 1,850 | $425K |
| KPP Advisory Services LLC | 0.06% | Add +1.5% | 1,659 | $422K |
| Autumn Glory Partners, LLC | 0.17% | New | 1,655 | $421K |
| Obsidian Personal Planning Solutions LLC | 0.15% | No change | 1,647 | $420K |
| Urban Financial Advisory Corp | 0.20% | Add +1.4% | 1,649 | $419K |
| International Assets Investment Management, LLC | 0.03% | No change | 1,751 | $419K |
| Convergence Financial, LLC | 0.06% | Reduce -9.6% | 1,648 | $419K |
| First National Bank of Mount Dora, Trust Investment Services | 0.09% | No change | 1,648 | $419K |
| Per Stirling Capital Management, LLC. | 0.05% | Reduce -0.5% | 1,647 | $419K |
| Patrick M Sweeney & Associates, Inc. | 0.27% | Add +1.2% | 1,646 | $418K |
| FSM Wealth Advisors, LLC | 0.06% | No change | 1,643 | $418K |
| Kitching Partners, LLC | 0.39% | Add +0.3% | 1,640 | $417K |
| Interchange Capital Partners, LLC | 0.08% | No change | 1,638 | $417K |
| LifeGuide Financial Advisors, LLC | 0.15% | No change | 1,739 | $416K |
| Goepper Burkhardt LLC | 0.14% | Reduce -1.2% | 1,637 | $416K |
| Intergy Private Wealth, LLC | 0.13% | Reduce -0.6% | 1,635 | $416K |
| Archer Investment Corp | 0.09% | Add +0.1% | 1,630 | $414K |
| Pacific Sage Partners, LLC | 0.07% | No change | 1,629 | $414K |
| Pillar Financial Advisors, LLC | 0.26% | No change | 1,629 | $414K |
| Meridian Financial Partners LLC | 0.17% | No change | 1,600 | $413K |
| Lifeworks Advisors, LLC | 0.06% | Add +7.4% | 1,621 | $412K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 1,618 | $411K |
| Finward Bancorp | 0.31% | No change | 1,617 | $411K |
| Covestor Ltd | 0.22% | Add +4.6% | 1,606 | $408K |
| Madison Park Capital Advisors, LLC | 0.33% | Add +2.0% | 1,603 | $408K |
| Altiora Financial Group, LLC | 0.07% | Reduce -1.7% | 1,603 | $408K |
| Coastwise Capital Group, LLC | 0.29% | No change | 1,602 | $407K |
| TBH Global Asset Management, LLC | 0.08% | New | 1,600 | $407K |
| Busey Bank | 0.01% | Reduce -1.4% | 1,592 | $405K |
| Cedar Point Capital Partners, LLC | 0.27% | Reduce -0.7% | 1,591 | $405K |
| Baker Tilly Wealth Management, LLC | 0.09% | Reduce -1.6% | 1,591 | $404K |
| Foster Dykema Cabot & Partners, LLC | 0.03% | No change | 1,585 | $404K |
| First Financial Bankshares Inc | 0.01% | No change | 1,588 | $404K |
| First Community Trust NA | 0.31% | Add +23.7% | 1,581 | $402K |
| River Street Advisors LLC | 0.16% | No change | 1,580 | $402K |
| Bouchey Financial Group, Ltd. | 0.03% | Reduce -3.8% | 1,577 | $401K |
| Stonegate Investment Group, LLC | 0.01% | No change | 1,574 | $400K |
| Donor Advised Charitable Giving, Inc. | 0.01% | No change | 1,571 | $399K |
| Olde Wealth Management, LLC | 0.12% | — | 1,567 | $399K |
| TruNorth Capital Management, LLC | 0.08% | No change | 1,569 | $399K |
| Mairs & Power Inc. | 0.00% | Reduce -17.5% | 1,294 | $399K |
| Tyche Wealth Partners LLC | 0.07% | Add +83.9% | 1,565 | $398K |
| Litman Gregory Wealth Management LLC | 0.03% | Reduce -20.0% | 1,563 | $397K |
| Jim Saulnier & Associates, LLC | 0.22% | Add +0.4% | 1,560 | $397K |
| EagleClaw Capital Managment, LLC | 0.06% | No change | 1,550 | $394K |
| Charis Legacy Partners, LLC | 0.59% | Reduce -34.6% | 1,549 | $394K |
| Shepherd Financial Partners LLC | 0.04% | No change | 1,548 | $394K |
| Valley National Advisers Inc. | 0.06% | Reduce -13.2% | 1,546 | $393K |
| Chilton Investment Co. Inc. | 0.01% | Add +55.8% | 1,542 | $392K |
| Crescent Grove Advisors, LLC | 0.04% | Reduce -22.6% | 1,532 | $391K |
| Cora Capital Advisors LLC | 0.17% | Reduce -3.8% | 1,534 | $390K |
| Advance Capital Management, Inc. | 0.02% | Reduce -1.2% | 1,531 | $389K |
| Hardin Capital Partners, LLC | 0.21% | Reduce -4.3% | 1,527 | $388K |
| Armstrong Advisory Group, Inc. | 0.03% | Add +22.1% | 1,526 | $388K |
| Rede Wealth, LLC | 0.30% | Reduce -25.6% | 1,520 | $388K |
| Eagle Bay Advisors LLC | 0.30% | No change | 1,520 | $388K |
| Cypress Financial Planning LLC | 0.12% | Reduce -3.2% | 1,518 | $386K |
| Keener Financial Planning LLC | 0.18% | No change | 1,515 | $385K |
| Darden Wealth Group Inc | 0.20% | New | 1,510 | $384K |
| DF Dent & Co. Inc. | 0.01% | No change | 1,510 | $384K |
| UNIVEST FINANCIAL Corp | 0.02% | Add +7.3% | 1,510 | $384K |
| Key Financial Inc | 0.07% | Add +10.9% | 1,505 | $384K |
| WPG Advisers, LLC | 0.30% | Reduce -83.4% | 1,506 | $383K |
| Essential Planning, LLC. | 0.13% | No change | 1,506 | $383K |
| FF Advisors,LLC | 0.18% | Reduce -7.1% | 1,502 | $382K |
| TruWealth Advisors, LLC | 0.02% | Reduce -12.3% | 1,498 | $381K |
| Means Investment Co., Inc. | 0.03% | Add +0.1% | 1,495 | $380K |
| Unique Wealth Strategies, LLC | 0.15% | Reduce -1.3% | 1,495 | $380K |
| Valley Financial Group, Inc. | 0.21% | Add +0.6% | 1,487 | $378K |
| Authentikos Wealth Advisory, LLC | 0.25% | Reduce -4.9% | 1,486 | $378K |
| Clarius Group, LLC | 0.02% | No change | 1,482 | $377K |
| IAG Wealth Partners, LLC | 0.05% | Reduce -8.1% | 1,481 | $377K |
| Prospect Financial Services LLC | 0.22% | Add +33.5% | 1,475 | $375K |
| Resolute Wealth Strategies, LLC | 0.17% | No change | 1,475 | $375K |
| WealthTrust Axiom LLC | 0.10% | No change | 1,475 | $375K |
| Victory Financial Group, LLC | 0.05% | No change | 1,474 | $375K |
| Cutler Investment Counsel LLC | 0.04% | New | 1,465 | $374K |
| LJI Wealth Management, LLC | 0.07% | No change | 1,469 | $374K |
| Invst, LLC | 0.04% | Reduce -5.0% | 1,468 | $373K |
| SJS Investment Consulting Inc. | 0.05% | Add +26.1% | 1,468 | $373K |
| Great Diamond Partners, LLC | 0.07% | No change | 1,467 | $373K |
| Values Added Financial LLC | 0.17% | Add +1.7% | 1,466 | $373K |
| TOWER TRUST & INVESTMENT Co | 0.25% | Add +1.2% | 1,465 | $373K |
| National Wealth Management Group, LLC | 0.14% | Add +29.1% | 1,459 | $371K |
| Spreng Capital Management, Inc. | 0.15% | Reduce -5.9% | 1,449 | $368K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Add +18.2% | 1,424 | $366K |
| TPG Advisors LLC | 0.24% | Add +7.5% | 1,439 | $366K |
| TrueWealth Advisors, LLC | 0.10% | Reduce -2.1% | 1,439 | $366K |
| Advantage Trust Co | 0.16% | Reduce -0.1% | 1,435 | $365K |
| Harbor Asset Planning, Inc. | 0.33% | Add +0.3% | 1,432 | $364K |
| Dynasty Wealth Management, LLC | 0.00% | Reduce -95.8% | 1,431 | $364K |
| Nixon Peabody Trust Co. | 0.03% | Reduce -6.3% | 1,427 | $363K |
| Founders Financial Securities LLC | 0.02% | Reduce -59.6% | 1,426 | $363K |
| Investment Planning Advisors, Inc. | 0.11% | Add +13.7% | 1,421 | $361K |
| Somerset Group LLC | 0.29% | Reduce -67.9% | 1,420 | $361K |
| Moloney Securities Asset Management, LLC | 0.04% | Add +12.4% | 1,417 | $360K |
| Forza Wealth Management, LLC | 0.14% | No change | 1,410 | $359K |
| Aspen Capital Management, LLC | 0.09% | Reduce -0.3% | 1,403 | $357K |
| Aspect Partners, LLC | 0.16% | Reduce -11.9% | 1,402 | $357K |
| Stonebridge Financial Group, LLC | 0.03% | Add +0.1% | 1,401 | $356K |
| Two Sigma Investments, LP | 0.00% | New | 1,400 | $356K |
| Waddell & Associates, LLC | 0.03% | New | 1,398 | $355K |
| Alliance Wealth Advisors, LLC | 0.18% | No change | 1,396 | $355K |
| Courage Miller Partners, LLC | 0.11% | Reduce -1.2% | 1,395 | $355K |
| Live Oak Private Wealth LLC | 0.05% | Add +5.7% | 1,389 | $353K |
| Kaizen Financial Strategies | 0.16% | Add +0.7% | 1,398 | $350K |
| Prosperitas Financial LLC | 0.14% | Reduce -5.1% | 1,375 | $350K |
| Disciplined Investors, L.L.C. | 0.25% | Add +0.3% | 1,374 | $349K |
| Clifford Group, LLC | 0.27% | No change | 1,374 | $349K |
| Keebeck Wealth Management | 0.04% | Add +0.3% | 1,367 | $349K |
| Vantage Point Financial LLC | 0.13% | Add +22.0% | 1,368 | $348K |
| Tempus Wealth Planning, LLC | 0.08% | Add +1.9% | 1,367 | $347K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.34% | Add +53.5% | 1,366 | $347K |
| Washburn Capital Management, Inc. | 0.19% | Reduce -21.1% | 1,364 | $347K |
| Firestone Capital Management | 0.07% | Add +2.2% | 1,359 | $346K |
| Trademark Financial Management, LLC | 0.20% | Reduce -1.3% | 1,357 | $345K |
| ZynergyRetirementPlanningLLC | 0.22% | No change | 1,354 | $344K |
| HBW Advisory Services LLC | 0.04% | Reduce -2.7% | 1,353 | $344K |
| LVW Advisors, LLC | 0.04% | No change | 1,352 | $344K |
| Sheets Smith Wealth Management | 0.04% | No change | 1,351 | $344K |
| Clark Estates Inc. | 0.08% | No change | 1,350 | $343K |
| ProVise Management Group, LLC | 0.03% | Reduce -0.3% | 1,348 | $343K |
| ZWJ Investment Counsel Inc. | 0.01% | No change | 1,346 | $342K |
| Missouri Trust & Investment Co | 0.10% | Reduce -1.8% | 1,344 | $342K |
| Signet Financial Management, LLC | 0.04% | Add +0.5% | 1,340 | $341K |
| Institute for Wealth Management, LLC. | 0.04% | New | 1,333 | $339K |
| Olistico Wealth, LLC | 0.18% | Reduce -5.3% | 1,333 | $339K |
| Forum Private Client Group LLC | 0.12% | Reduce -5.1% | 1,328 | $338K |
| Parr McKnight Wealth Management Group, LLC | 0.04% | Reduce -8.7% | 1,327 | $337K |
| Flower City Capital | 0.18% | Reduce -2.1% | 1,318 | $337K |
| SilverOak Wealth Management LLC | 0.06% | No change | 1,323 | $336K |
| Sentinel Pension Advisors, LLC | 0.05% | Reduce -10.9% | 1,317 | $335K |
| LMG Wealth Partners, LLC | 0.06% | No change | 1,315 | $334K |
| Hancock Whitney Corp. | 0.01% | No change | 1,314 | $334K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Reduce -0.3% | 1,317 | $334K |
| Kwmg, LLC | 0.03% | Reduce -3.8% | 1,312 | $334K |
| Windward Private Wealth Management Inc. | 0.12% | Reduce -10.0% | 1,311 | $333K |
| Triad Wealth Partners, LLC | 0.04% | Add +44.3% | 1,309 | $333K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 1,302 | $332K |
| Drake & Associates, LLC | 0.07% | Add +2.4% | 1,306 | $331K |
| Grey Ledge Advisors, LLC | 0.07% | Add +3.4% | 1,293 | $329K |
| Total Wealth Planning, LLC | 0.04% | Reduce -3.8% | 1,291 | $328K |
| Santori & Peters, Inc. | 0.12% | Reduce -79.1% | 1,286 | $327K |
| Bogart Wealth, LLC | 0.01% | Add +1.7% | 1,284 | $326K |
| Traction Financial Partners, LLC | 0.20% | No change | 1,276 | $324K |
| Smith Thornton Advisors LLC | 0.17% | No change | 1,276 | $324K |
| Koss-Olinger Consulting, LLC | 0.03% | No change | 1,365 | $324K |
| Redwood Financial Network Corp | 0.20% | Add +4.8% | 1,271 | $323K |
| DecisionMap Wealth Management, LLC | 0.21% | Reduce -5.7% | 1,268 | $322K |
| William Mack & Associates, Inc. | 0.17% | No change | 1,266 | $322K |
| L. Roy Papp & Associates, LLP | 0.04% | Reduce -13.5% | 1,260 | $320K |
| Beacon Capital Management, LLC | 0.05% | Add +16.8% | 1,259 | $320K |
| Cloud Capital Management, LLC | 0.17% | No change | 1,260 | $320K |
| Pitcairn Co. | 0.03% | No change | 1,257 | $320K |
| Impact Capital Partners LLC | 0.10% | Add +0.2% | 1,251 | $318K |
| Oak Harvest Investment Services | 0.04% | Add +0.8% | 1,247 | $317K |
| GDS Wealth Management | 0.02% | Reduce -5.5% | 1,247 | $317K |
| My Personal CFO, LLC | 0.12% | Reduce -57.0% | 1,245 | $317K |
| Foundation Wealth Management, LLC\PA | 0.12% | No change | 1,245 | $317K |
| Gratus Wealth Advisors, LLC | 0.04% | Add +0.1% | 1,240 | $315K |
| McDonald Partners LLC | 0.09% | Reduce -14.6% | 1,240 | $315K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.11% | No change | 1,212 | $315K |
| Mach-1 Financial Group, LLC | 0.05% | New | 1,237 | $315K |
| Integrity Advisory Solutions, LLC | 0.05% | — | 1,237 | $315K |
| WMG Financial Advisors, LLC | 0.10% | Reduce -0.4% | 1,237 | $315K |
| Wulff, Hansen & Co. | 0.27% | Reduce -29.0% | 1,235 | $314K |
| Resources Management Corp. /CT/ | 0.04% | Reduce -4.4% | 1,228 | $312K |
| Opal Wealth Advisors, LLC | 0.09% | Reduce -2.3% | 1,225 | $312K |
| Gilbert & Cook, Inc. | 0.04% | Add +23.6% | 1,225 | $311K |
| Summit Global Investments | 0.02% | Add +13.3% | 1,224 | $311K |
| Portland Financial Advisors Inc | 0.66% | No change | 1,219 | $310K |
| New Century Financial Group, LLC | 0.55% | No change | 1,213 | $308K |
| Forum Financial Management, LP | 0.00% | Reduce -2.1% | 1,209 | $307K |
| MBA Advisors LLC | 0.13% | No change | 1,204 | $306K |
| Osborne Partners Capital Management, LLC | 0.02% | No change | 1,203 | $306K |
| MainStreet Investment Advisors LLC | 0.04% | No change | 1,195 | $304K |
| Warren Street Wealth Advisors, LLC | 0.09% | Add +9.4% | 1,193 | $303K |
| Pasadena Private Wealth, LLC | 0.04% | Reduce -0.9% | 1,192 | $303K |
| Hazlett, Burt & Watson, Inc. | 0.11% | Add +22.7% | 1,188 | $302K |
| Clear Harbor Asset Management, LLC | 0.02% | New | 1,185 | $301K |
| GatePass Capital, LLC | 0.18% | No change | 1,183 | $301K |
| KWB Wealth | 0.03% | No change | 1,267 | $300K |
| Roehl & Yi Investment Advisors, LLC | 0.13% | New | 3,334 | $300K |
| Omega Financial Group, LLC | 0.10% | New | 1,177 | $300K |
| Silver Coast Investments LLC | 0.10% | Add +4.0% | 1,175 | $299K |
| Indiana Trust & Investment Management Co | 0.09% | No change | 1,170 | $298K |
| Shakespeare Wealth Management, LLC | 0.07% | Reduce -1.5% | 1,169 | $297K |
| First Pacific Financial | 0.04% | Add +6.9% | 1,168 | $297K |
| Alpha Financial Advisors, LLC | 0.10% | Add +0.1% | 1,167 | $297K |
| Sensible Money, LLC | 0.10% | Reduce -2.0% | 1,159 | $295K |
| EnRich Financial Partners LLC | 0.08% | Add +0.3% | 1,159 | $295K |
| Aspiring Ventures, LLC | 0.11% | No change | 1,158 | $294K |
| Moors & Cabot, Inc. | 0.01% | Reduce -7.8% | 1,153 | $293K |
| Sit Investment Associates Inc. | 0.01% | No change | 1,154 | $293K |
| Atlas Brown,Inc. | 0.09% | New | 1,150 | $292K |
| Carter Financial Group, INC. | 0.18% | Add +0.3% | 1,146 | $292K |
| Hidden Cove Wealth Management, LLC | 0.19% | New | 1,148 | $292K |
| Matrix Asset Advisors Inc. | 0.03% | No change | 1,147 | $292K |
| Goldstone Financial Group, LLC | 0.03% | New | 1,145 | $291K |
| Davis Investment Partners, LLC | 0.10% | Add +0.4% | 1,142 | $291K |
| Boston Trust Walden Corp | 0.00% | New | 1,144 | $291K |
| Shared Vision Wealth Group LLC | 0.12% | No change | 1,141 | $290K |
| Atlatl Advisers LLC | 0.12% | New | 1,140 | $290K |
| IMA Advisory Services, Inc. | 0.03% | Add +9.6% | 1,138 | $289K |
| B.O.S.S. Retirement Advisors, LLC | 0.07% | Reduce -0.1% | 1,136 | $289K |
| Entrewealth, LLC | 0.15% | New | 1,133 | $288K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Add +19.0% | 1,133 | $288K |
| Andina Capital Management, LLC | 0.16% | Add +12.1% | 1,132 | $288K |
| Bensler, LLC | 0.03% | Reduce -4.3% | 1,125 | $286K |
| Northcape Wealth Management, LLC | 0.08% | Add +1.2% | 1,123 | $286K |
| WNY Asset Management, LLC | 0.03% | Reduce -3.9% | 1,123 | $286K |
| Buttonwood Financial Advisors Inc. | 0.10% | Add +6.0% | 1,123 | $286K |
| Strategic Equity Management | 0.11% | Reduce -14.2% | 1,123 | $285K |
| Shade Tree Advisors LLC | 0.25% | No change | 1,115 | $284K |
| GHP Investment Advisors, Inc. | 0.01% | Reduce -22.3% | 1,112 | $283K |
| Silvia McColl Wealth Management, LLC | 0.19% | No change | 1,110 | $282K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Add +6.7% | 1,093 | $282K |
| SlateStone Wealth, LLC | 0.02% | New | 1,107 | $281K |
| Serenus Wealth Advisors, LLC | 0.05% | No change | 1,100 | $280K |
| Avalon Trust Co | 0.02% | Reduce -38.5% | 1,100 | $280K |
| Boston Family Office LLC | 0.02% | Add +0.1% | 1,099 | $279K |
| Farmers Trust Co. | 0.05% | No change | 1,092 | $278K |
| Cornerstone Advisory, LLC | 0.03% | Add +0.3% | 1,087 | $276K |
| Sims Investment Management, LLC | 0.10% | Reduce -32.0% | 1,086 | $276K |
| NorthLanding Financial Partners, LLC | 0.23% | Reduce -0.7% | 1,084 | $276K |
| IFC Advisors LLC | 0.05% | No change | 1,082 | $275K |
| Fourth Dimension Wealth, LLC | 0.10% | Reduce -0.2% | 1,081 | $275K |
| Carmel Capital Partners, LLC | 0.12% | Reduce -0.9% | 1,079 | $274K |
| Elevate Wealth Advisory, Inc. | 0.20% | Reduce -5.5% | 1,069 | $273K |
| Marco Investment Management LLC | 0.02% | No change | 1,067 | $271K |
| BKM Wealth Management, LLC | 0.10% | No change | 1,063 | $270K |
| Detalus Advisors, LLC | 0.07% | Reduce -14.5% | 1,061 | $270K |
| Womack Financial LLC | 0.20% | No change | 1,057 | $269K |
| Stokes Family Office, LLC | 0.03% | No change | 1,057 | $269K |
| Elmwood Wealth Management, Inc. | 0.09% | No change | 1,051 | $267K |
| Trexquant Investment LP | 0.00% | Add +15.7% | 1,049 | $267K |
| Sentry LLC | 0.07% | No change | 1,048 | $266K |
| Wills Financial Group LLC | 0.11% | No change | 1,046 | $266K |
| Noesis Capital Mangement Corp. | 0.04% | Reduce -28.9% | 1,045 | $266K |
| Oarsman Capital, Inc. | 0.04% | Reduce -16.8% | 1,044 | $266K |
| Optima Capital LLC | 0.13% | Reduce -45.2% | 1,043 | $265K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | New | 1,043 | $265K |
| Southern Capital Advisors, LLC | 0.12% | New | 1,042 | $265K |
| Tobias Financial Advisors, Inc. | 0.04% | Reduce -9.0% | 1,039 | $264K |
| Shira Ridge Wealth Management | 0.11% | Add +22.4% | 1,037 | $264K |
| Moody National Bank Trust Division | 0.02% | No change | 1,036 | $263K |
| HCR Wealth Advisors | 0.03% | Reduce -0.2% | 1,025 | $263K |
| Selective Wealth Management, Inc. | 0.08% | Add +0.3% | 1,027 | $263K |
| Pekin Hardy Strauss, Inc. | 0.03% | Add +14.7% | 1,017 | $259K |
| Partners Wealth Management, LLC | 0.26% | Reduce -20.9% | 1,016 | $258K |
| VERITY Wealth Advisors | 0.16% | No change | 1,015 | $258K |
| Glen Eagle Advisors, LLC | 0.04% | Add +5.2% | 1,012 | $257K |
| CAP Partners, LLC | 0.14% | Reduce -0.4% | 1,004 | $255K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +0.1% | 1,004 | $255K |
| Holderness Investments Co. | 0.05% | No change | 1,003 | $255K |
| Optivise Advisory Services LLC | 0.15% | Add +0.3% | 1,002 | $255K |
| Legacy Trust | 0.05% | Add +2.6% | 1,001 | $255K |
| Aletheian Wealth Advisors LLC | 0.12% | No change | 1,000 | $254K |
| Walker Financial Services, Inc. | 0.10% | Reduce -5.1% | 998 | $254K |
| Templeton & Phillips Capital Management, LLC | 0.18% | New | 996 | $253K |
| Money Concepts Capital Corp. | 0.02% | New | 992 | $252K |
| Aull & Monroe Investment Management Corp | 0.13% | Reduce -15.3% | 989 | $251K |
| Barclays PLC | 0.00% | No change | 988 | $251K |
| GWN Securities Inc. | 0.06% | Reduce -49.9% | 982 | $251K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -31.6% | 985 | $251K |
| Aviance Capital Partners, LLC | 0.03% | No change | 984 | $250K |
| Global Wealth Strategies & Associates | 0.06% | Add +4156.5% | 979 | $249K |
| Impact Partnership Wealth, LLC | 0.04% | Reduce -0.1% | 973 | $247K |
| Cambria Investment Management, L.P. | 0.01% | New | 973 | $247K |
| Private Management Group Inc. | 0.01% | No change | 973 | $247K |
| Blalock Williams, LLC | 0.22% | No change | 972 | $247K |
| Crumly & Associates Inc. | 0.05% | Reduce -0.2% | 970 | $247K |
| Blue Zone Wealth Advisors, LLC | 0.05% | New | 970 | $247K |
| RVW Wealth, LLC | 0.02% | Reduce -9.8% | 970 | $247K |
| Register Financial Advisors LLC | 0.10% | Add +3.9% | 965 | $245K |
| Pacific Financial Group Inc. | 0.18% | Add +13.3% | 960 | $244K |
| Everstar Asset Management, LLC | 0.14% | New | 960 | $244K |
| Partnership Wealth Management, LLC | 0.19% | Reduce -2.3% | 959 | $244K |
| RoundAngle Advisors LLC | 0.19% | Add +1.7% | 954 | $243K |
| Dravo Bay LLC | 0.11% | Reduce -2.3% | 952 | $242K |
| Sloy Dahl & Holst, LLC | 0.03% | Add +6.2% | 949 | $241K |
| Intelligence Driven Advisers, LLC | 0.03% | Reduce -8.1% | 948 | $241K |
| Commons Capital, LLC | 0.16% | Add +5.5% | 946 | $241K |
| M1 Capital Management LLC | 0.10% | No change | 945 | $240K |
| Austin Private Wealth, LLC | 0.02% | Reduce -31.0% | 944 | $240K |
| Novus Advisors, LLC | 0.55% | Reduce -18.3% | 942 | $240K |
| Sharp Wealth Advisory, LLC | 0.13% | Reduce -10.7% | 938 | $239K |
| YHB Investment Advisors, Inc. | 0.02% | Reduce -5.1% | 937 | $238K |
| AF Advisors, Inc. | 0.10% | No change | 936 | $238K |
| Security National Bank of Sioux City Iowa | 0.15% | No change | 936 | $238K |
| Jaffetilchin Investment Partners, LLC | 0.01% | Reduce -0.9% | 936 | $238K |
| Beck Mack & Oliver LLC | 0.00% | No change | 930 | $236K |
| Matisse Capital | 0.11% | Reduce -6.8% | 928 | $236K |
| Prospect Financial Group LLC | 0.23% | No change | 927 | $236K |
| Stonebrook Private Inc. | 0.05% | No change | 926 | $236K |
| Carson Advisory Inc. | 0.13% | No change | 926 | $235K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 925 | $235K |
| Anson Capital, Inc. | 0.18% | No change | 923 | $235K |
| North Ridge Wealth Advisors, Inc. | 0.13% | No change | 915 | $233K |
| Steinberganna Wealth Management | 0.11% | — | 914 | $232K |
| Raffa Wealth Management, LLC | 0.04% | Reduce -26.4% | 913 | $232K |
| Correct Capital Wealth Management | 0.04% | No change | 913 | $232K |
| Base Wealth Management LLC | 0.13% | Reduce -12.8% | 911 | $232K |
| Foster Group, Inc. | 0.01% | Add +1.8% | 909 | $231K |
| Retirement Capital Strategies | 0.09% | No change | 907 | $231K |
| Alhambra Investment Management LLC | 0.11% | Reduce -8.9% | 904 | $230K |
| Park Capital Management, LLC / WI | 0.18% | Add +0.3% | 902 | $229K |
| Caldwell Sutter Capital, Inc. | 0.10% | Reduce -2.4% | 902 | $229K |
| Beacon Wealthcare LLC | 0.08% | No change | 900 | $229K |
| Greenspring Advisors, LLC | 0.04% | — | 895 | $228K |
| Princeton Global Asset Management LLC | 0.04% | Add +30.4% | 893 | $227K |
| LifeGoal Investments, LLC | 0.19% | No change | 893 | $227K |
| Northwest Capital Management Inc | 0.24% | No change | 891 | $227K |
| Aureus Asset Management, LLC | 0.01% | No change | 890 | $226K |
| MCF Advisors LLC | 0.01% | Add +5.5% | 888 | $226K |
| Cottage Street Advisors LLC | 0.10% | Add +0.3% | 887 | $226K |
| FLC Capital Advisors | 0.04% | New | 885 | $225K |
| Retirement Income Solutions, Inc. | 0.04% | Add +2.9% | 880 | $224K |
| Cornell Pochily Investment Advisors, Inc. | 0.07% | New | 880 | $224K |
| Twin City Private Wealth, LLC | 0.17% | Add +12.5% | 873 | $223K |
| Nottingham Advisors, Inc. | 0.03% | No change | 873 | $222K |
| Camelot Technology Advisors, Inc. | 0.18% | No change | 869 | $221K |
| SYM FINANCIAL Corp | 0.02% | No change | 869 | $221K |
| RHS Financial, LLC | 0.11% | New | 868 | $221K |
| Tiller Private Wealth, Inc. | 0.08% | No change | 867 | $220K |
| Yukon Wealth Management, Inc. | 0.07% | No change | 862 | $219K |
| Stephenson & Company, Inc. | 0.13% | No change | 859 | $218K |
| Welch Group, LLC | 0.01% | Reduce -11.8% | 859 | $218K |
| Osprey Private Wealth LLC | 0.08% | New | 858 | $218K |
| CGC Financial Services, LLC | 0.06% | No change | 857 | $218K |
| Regimen Wealth, LLC | 0.06% | Add +0.3% | 856 | $218K |
| Novare Capital Management LLC | 0.02% | New | 856 | $218K |
| RS Crum Inc. | 0.05% | New | 855 | $217K |
| Schmidt P J Investment Management Inc. | 0.04% | Reduce -47.5% | 852 | $217K |
| Melfa Wealth Management, Inc. | 0.13% | No change | 850 | $216K |
| Spirepoint Private Client, LLC | 0.02% | No change | 850 | $216K |
| Richard W. Paul & Associates, LLC | 0.07% | Add +0.1% | 849 | $216K |
| Blue Edge Capital, LLC | 0.03% | No change | 848 | $216K |
| Michels Family Financial, LLC | 0.17% | Reduce -26.1% | 846 | $215K |
| Retirement Solution LLC | 0.05% | New | 846 | $215K |
| RMG Wealth Management LLC | 0.03% | No change | 843 | $215K |
| Legacy Financial Strategies, LLC | 0.04% | New | 842 | $214K |
| Transamerica Financial Advisors, LLC | 0.02% | New | 838 | $214K |
| Reyes Financial Architecture, Inc. | 0.14% | No change | 839 | $213K |
| Vestor Capital, LLC | 0.01% | Reduce -83.2% | 838 | $213K |
| Pinion Investment Advisors, LLC | 0.06% | Reduce -4.8% | 823 | $213K |
| PCG Asset Management, LLC | 0.17% | New | 835 | $212K |
| Tilia Fiduciary Partners, Inc. | 0.12% | New | 834 | $212K |
| Ritter Daniher Financial Advisory LLC / DE | 0.04% | New | 831 | $211K |
| Howe & Rusling Inc. | 0.01% | Reduce -12.1% | 830 | $211K |
| DDD Partners, LLC | 0.01% | New | 830 | $211K |
| Argent Advisors, Inc. | 0.06% | New | 828 | $211K |
| Fairvoy Private Wealth, LLC | 0.05% | Reduce -10.9% | 825 | $210K |
| Well Done, LLC | 0.04% | New | 824 | $210K |
| Synergy Investment Management, LLC | 0.08% | Reduce -40.4% | 823 | $209K |
| Legacy Financial Group, Inc. | 0.06% | New | 816 | $208K |
| Heritage Wealth Management, Inc./Texas | 0.09% | New | 814 | $207K |
| Community Bank, N.A. | 0.03% | No change | 813 | $207K |
| Powers Advisory Group, LLC | 0.08% | New | 811 | $206K |
| MinichMacGregor Wealth Management, LLC | 0.04% | New | 811 | $206K |
| DHJJ Financial Advisors, Ltd. | 0.07% | Reduce -0.5% | 810 | $206K |
| Northeast Planning Associates, Inc. / NH / | 0.17% | New | 810 | $206K |
| First Foundation Advisors | 0.01% | New | 809 | $206K |
| Burk Holdings LLC | 0.11% | New | 806 | $205K |
| TKG Advisors, LLC | 0.09% | New | 805 | $205K |
| Crux Wealth Advisors | 0.08% | New | 803 | $204K |
| Central Bank & Trust Co. | 0.03% | New | 803 | $204K |
| Empirical Asset Management, LLC | 0.06% | New | 2,930 | $204K |
| Capital Investment Services of America, Inc. | 0.02% | New | 800 | $203K |
| Trace Wealth Advisors, LLC | 0.15% | New | 800 | $203K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.07% | No change | 800 | $203K |
| Arthur M. Cohen & Associates, LLC | 0.03% | New | 800 | $203K |
| Curated Wealth Partners LLC | 0.02% | New | 800 | $203K |
| Morton Capital Management LLC | 0.03% | New | 797 | $203K |
| Trustco Bank Corp. N Y | 0.18% | New | 796 | $202K |
| OLIO Financial Planning | 0.06% | New | 796 | $202K |
| Broyhill Asset Management, LLC | 0.18% | Reduce -6.7% | 793 | $202K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +2371.9% | 791 | $201K |
| Monograph Wealth Advisors, LLC | 0.02% | Reduce -41.6% | 786 | $200K |
| Pitti Group Wealth Management, LLC | 0.17% | New | 787 | $200K |
| Heartland Advisors Inc. | 0.01% | New | 771 | $196K |
| Breakwater Investment Management | 0.07% | Reduce -20.3% | 758 | $193K |
| Silicon Valley Capital Partners | 0.02% | Add +0.3% | 742 | $189K |
| Raleigh Capital Management Inc. | 0.07% | Reduce -8.9% | 733 | $186K |
| Guerra Advisors Inc | 0.07% | New | 724 | $184K |
| Pflug Koory, LLC | 0.09% | Add +51.8% | 718 | $183K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -9.5% | 687 | $175K |
| Strategic Wealth Partners, Ltd. | 0.01% | Add +29.9% | 665 | $169K |
| Perkins Coie Trust Co | 0.03% | No change | 665 | $169K |
| Alerus Financial NA | 0.01% | Add +127.8% | 663 | $169K |
| Teachers Insurance & Annuity Association of America | 0.20% | Reduce -18.9% | 658 | $167K |
| Schroder Investment Management Group | 0.00% | Reduce -31.6% | 649 | $165K |
| one8zero8, LLC | 0.04% | No change | 647 | $165K |
| Vermillion Wealth Management, Inc. | 0.04% | Add +0.3% | 643 | $163K |
| Grey Fox Wealth Advisors, LLC | 0.03% | New | 637 | $163K |
| CVA Family Office, LLC | 0.02% | No change | 634 | $161K |
| Eastern Bank | 0.00% | No change | 631 | $160K |
| Nemes Rush Group LLC | 0.02% | Add +24.9% | 611 | $155K |
| Tsfg, LLC | 0.02% | Reduce -21.9% | 606 | $154K |
| Pathway Financial Advisers, LLC | 0.04% | New | 612 | $154K |
| Ascentis Wealth Management, LLC | 0.04% | Reduce -3.5% | 598 | $152K |
| Coston, McIsaac & Partners | 0.04% | No change | 591 | $150K |
| Versant Capital Management, Inc | 0.02% | Add +7.3% | 588 | $149K |
| Gladwyn Financial Advisors, Inc. | 0.11% | Add +0.2% | 576 | $147K |
| Paladin Advisory Group, LLC | 0.11% | Add +82.3% | 576 | $146K |
| Cornerstone Planning Group LLC | 0.02% | New | 2,842 | $144K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 560 | $142K |
| Pacific Center for Financial Services | 0.04% | No change | 558 | $142K |
| Mendota Financial Group, LLC | 0.11% | New | 557 | $142K |
| Ulland Investment Advisors, LLC | 0.11% | Add +22.0% | 555 | $141K |
| WealthCollab, LLC | 0.06% | No change | 546 | $139K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -27.8% | 536 | $136K |
| Orion Capital Management LLC | 0.05% | Add +225.9% | 515 | $131K |
| Townsend Asset Management Corp. /NC/ | 0.05% | Reduce -9.8% | 500 | $127K |
| Woodside Wealth Management LLC | 0.10% | No change | 497 | $126K |
| Morling Financial Advisors, LLC | 0.04% | Reduce -45.4% | 485 | $123K |
| Crews Bank & Trust | 0.02% | Reduce -4.9% | 484 | $123K |
| Private Wealth Management Group, LLC | 0.03% | No change | 480 | $122K |
| Smallwood Wealth Investment Management, LLC | 0.06% | Add +0.2% | 465 | $118K |
| Seneschal Advisors, LLC | 0.08% | New | 456 | $116K |
| NFSG Corp | 0.02% | No change | 453 | $115K |
| American Capital Advisory, LLC | 0.05% | Add +46.9% | 451 | $115K |
| Conquis Financial LLC | 0.10% | Reduce -2.7% | 434 | $111K |
| Burkett Financial Services, LLC | 0.04% | Add +0.2% | 425 | $108K |
| Gables Capital Management Inc. | 0.05% | No change | 424 | $108K |
| Sound Income Strategies, LLC | 0.01% | Reduce -17.8% | 412 | $105K |
| Red Lighthouse Investment Management, LLC | 0.04% | Reduce -22.8% | 413 | $105K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -57.9% | 411 | $104K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | New | 407 | $104K |
| Founders Capital Management | 0.05% | Reduce -9.2% | 405 | $103K |
| Armor Investment Advisors, LLC | 0.03% | Reduce -12.3% | 400 | $102K |
| Woodard & Co. Asset Management Group Inc. | 0.02% | No change | 400 | $102K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 400 | $102K |
| SWAN Capital LLC | 0.04% | No change | 394 | $100K |
| Midwest Capital Advisors, LLC | 0.05% | Reduce -21.1% | 386 | $98K |
| Mb, Levis & Associates, LLC | 0.04% | Add +0.3% | 385 | $98K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -2.6% | 379 | $96K |
| 1 North Wealth Services LLC | 0.04% | Reduce -43.3% | 374 | $95K |
| Heritage Wealth Advisors | 0.00% | No change | 373 | $95K |
| Ironwood Wealth Management, LLC. | 0.03% | Add +0.6% | 368 | $94K |
| Retirement Wealth Solutions LLC | 0.06% | Add +527.6% | 364 | $92K |
| Albion Financial Group | 0.01% | No change | 360 | $92K |
| GS Investments, Inc. | 0.04% | No change | 357 | $91K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 355 | $90K |
| Robinswood Financial LLC | 0.03% | No change | 354 | $90K |
| Family Legacy Financial Solutions, LLC | 0.07% | Reduce -0.9% | 336 | $86K |
| Realta Investment Advisors | 0.03% | Add +0.9% | 335 | $85K |
| Atlantic Private Wealth, LLC | 0.05% | No change | 334 | $85K |
| Granite FO LLC | 0.05% | No change | 328 | $83K |
| Kings Path Partners LLC | 0.03% | No change | 323 | $82K |
| Birchbrook, Inc. | 0.04% | No change | 309 | $79K |
| Broadwater Capital Management LLC | 0.06% | Reduce -99.6% | 308 | $78K |
| Centennial Bank | 0.03% | Reduce -14.1% | 305 | $78K |
| FSA Wealth Management LLC | 0.03% | Add +0.3% | 300 | $76K |
| Mark Sheptoff Financial Planning, LLC | 0.04% | No change | 300 | $76K |
| Wealth Preservation Advisors, LLC | 0.04% | No change | 295 | $75K |
| City Holding Co. | 0.01% | No change | 294 | $75K |
| Barnes Dennig Private Wealth Management LLC | 0.08% | New | 291 | $74K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | No change | 289 | $73K |
| Financial Perspectives, Inc | 0.02% | Add +0.3% | 287 | $73K |
| London Co. of Virginia | 0.00% | Reduce -33.0% | 286 | $73K |
| Rossby Financial, LCC | 0.02% | Add +0.7% | 282 | $72K |
| Crowley Wealth Management, Inc. | 0.06% | No change | 278 | $71K |
| New Republic Capital, LLC | 0.02% | No change | 274 | $70K |
| Murphy & Mullick Capital Management Corp | 0.05% | No change | 274 | $70K |
| Trust Co | 0.01% | No change | 265 | $67K |
| Ogorek Anthony Joseph /NY/ | 0.02% | Reduce -2.9% | 266 | $67K |
| HighMark Wealth Management LLC | 0.03% | Add +9.1% | 263 | $67K |
| Pandora Wealth, Inc. | 0.04% | No change | 262 | $67K |
| Cary Street Partners Investment Advisory LLC | 0.03% | New | 257 | $65K |
| Financial Connections Group, Inc. | 0.03% | No change | 258 | $65K |
| Evolution Wealth Management Inc. | 0.06% | No change | 248 | $63K |
| Comprehensive Financial Planning, Inc. | 0.04% | Add +0.4% | 248 | $63K |
| CNB Bank | 0.03% | Add +1013.6% | 245 | $62K |
| Sawyer & Company, Inc | 0.02% | Reduce -7.1% | 261 | $62K |
| Hollencrest Capital Management | 0.00% | No change | 243 | $62K |
| SIMA Wealth Partners, LLC | 0.05% | No change | 241 | $61K |
| SRH Advisors, LLC | 0.02% | No change | 240 | $61K |
| Hanson & Doremus Investment Management | 0.01% | No change | 238 | $61K |
| Keystone Financial Group, Inc. | 0.03% | No change | 236 | $60K |
| KERR FINANCIAL PLANNING Corp | 0.08% | — | 239 | $60K |
| ESL Trust Services, LLC | 0.01% | No change | 231 | $59K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | Reduce -1.7% | 226 | $57K |
| Winnacle Wealth LLC | 0.04% | New | 225 | $57K |
| Acima Private Wealth, LLC | 0.02% | No change | 217 | $55K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | Add +0.5% | 213 | $54K |
| Bfsg, LLC | 0.00% | Add +1.5% | 198 | $50K |
| True Wealth Design, LLC | 0.02% | Reduce -50.3% | 195 | $50K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | Reduce -13.3% | 189 | $48K |
| ORG Partners LLC | 0.01% | No change | 184 | $47K |
| Toth Financial Advisory Corp. | 0.00% | No change | 180 | $46K |
| Kozak & Associates, Inc. | 0.01% | Reduce -28.4% | 184 | $45K |
| Tucker Asset Management LLC | 0.01% | Reduce -48.7% | 163 | $41K |
| Pin Oak Investment Advisors Inc. | 0.03% | Reduce -3.0% | 160 | $41K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 160 | $41K |
| Tower View Wealth Management LLC | 0.02% | No change | 155 | $39K |
| Hilltop National Bank | 0.01% | No change | 154 | $39K |
| American National Bank & Trust | 0.00% | No change | 154 | $39K |
| YANKCOM Partnership | 0.02% | Add +280.0% | 152 | $39K |
| Wealth Watch Advisors, INC | 0.02% | New | 151 | $38K |
| Creative Capital Management Investments LLC | 0.01% | No change | 150 | $38K |
| Family Manage LLC | 0.01% | No change | 150 | $38K |
| Canton Hathaway, LLC | 0.01% | No change | 150 | $38K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 148 | $38K |
| Bellevue Asset Management, LLC | 0.02% | No change | 143 | $37K |
| Financial Network Wealth Advisors LLC | 0.04% | No change | 141 | $36K |
| United Community Bank | 0.01% | New | 140 | $36K |
| Integrity Financial Corp | 0.02% | Add +363.3% | 139 | $35K |
| Hopwood Financial Services, Inc. | 0.02% | No change | 135 | $34K |
| Addison Advisors LLC | 0.01% | No change | 133 | $34K |
| Atwood & Palmer Inc. | 0.00% | No change | 132 | $34K |
| Chesapeake Asset Management LLC | 0.03% | Add +116.4% | 132 | $34K |
| Syntax Research, Inc. | 0.02% | No change | 129 | $33K |
| Clarity Asset Management, Inc. | 0.02% | No change | 128 | $33K |
| Winch Advisory Services, LLC | 0.01% | No change | 126 | $32K |
| Roxbury Financial LLC | 0.03% | No change | 125 | $32K |
| Promus Capital, LLC | 0.02% | No change | 120 | $31K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 119 | $30K |
| Concord Wealth Partners | 0.00% | No change | 119 | $30K |
| Millstone Evans Group, LLC | 0.02% | Reduce -77.4% | 117 | $30K |
| Motco | 0.00% | No change | 116 | $29K |
| Avion Wealth | 0.01% | No change | 116 | $29K |
| GGM Financial LLC | 0.01% | New | 113 | $29K |
| Your Advocates Ltd., LLP | 0.01% | Add +2080.0% | 109 | $28K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -84.8% | 108 | $28K |
| Global Trust Asset Management, LLC | 0.01% | No change | 108 | $28K |
| Aventura Private Wealth, LLC | 0.01% | No change | 107 | $27K |
| Sittner & Nelson, LLC | 0.01% | No change | 107 | $27K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 103 | $26K |
| Colonial Trust Advisors | 0.00% | No change | 103 | $26K |
| Accredited Wealth Management, LLC | 0.02% | Add +4677.0% | 4,777 | $26K |
| Navigoe, LLC | 0.02% | No change | 97 | $24K |
| Inlight Wealth Management, LLC | 0.01% | Reduce -17.5% | 94 | $24K |
| Peachtree Investment Partners, LLC | 0.01% | Add +2.2% | 92 | $24K |
| Chapman Financial Group, LLC | 0.02% | No change | 90 | $23K |
| Binnacle Investments Inc | 0.01% | No change | 90 | $23K |
| Arlington Trust Co LLC | 0.00% | No change | 90 | $23K |
| Strengthening Families & Communities, LLC | 0.00% | New | 82 | $21K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | Reduce -31.1% | 82 | $21K |
| Tidemark, LLC | 0.01% | No change | 82 | $21K |
| Team Financial Group, LLC | 0.01% | No change | 82 | $21K |
| West Paces Advisors Inc. | 0.00% | No change | 72 | $18K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -98.2% | 72 | $18K |
| Pineridge Advisors LLC | 0.00% | No change | 66 | $17K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 66 | $17K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 65 | $17K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 65 | $17K |
| Friedenthal Financial | 0.01% | No change | 63 | $16K |
| Richards, Merrill & Peterson, Inc. | 0.01% | No change | 62 | $16K |
| Solstein Capital, LLC | 0.01% | No change | 57 | $14K |
| Palisade Asset Management, LLC | 0.00% | New | 56 | $14K |
| WFA of San Diego, LLC | 0.01% | Add +1.9% | 53 | $13K |
| EPG Wealth Management LLC | 0.00% | Reduce -78.1% | 53 | $13K |
| Ballast Advisors LLC | 0.00% | Reduce -37.4% | 52 | $13K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Reduce -96.8% | 51 | $13K |
| MGB Wealth Management, LLC | 0.00% | No change | 50 | $13K |
| Red Tortoise LLC | 0.01% | No change | 48 | $12K |
| Hurley Capital, LLC | 0.01% | No change | 48 | $12K |
| New Millennium Group LLC | 0.01% | No change | 44 | $11K |
| PFS Partners, LLC | 0.01% | No change | 44 | $11K |
| Westfuller Advisors, LLC | 0.01% | New | 43 | $11K |
| Thompson Investment Management, Inc. | 0.00% | No change | 43 | $11K |
| Davis Capital Management | 0.01% | — | 40 | $10K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 39 | $10K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 38 | $10K |
| Kentucky Trust Co | 0.01% | Reduce -41.0% | 36 | $9K |
| Fairman Group, LLC | 0.01% | No change | 34 | $9K |
| Wolff Wiese Magana LLC | 0.00% | No change | 32 | $8K |
| MTM Investment Management, LLC | 0.00% | No change | 32 | $8K |
| Hemington Wealth Management | 0.00% | No change | 33 | $8K |
| Van Eck Associates Corp. | 0.00% | Reduce -21.4% | 33 | $8K |
| Zeit Capital LLC | 0.01% | No change | 31 | $8K |
| Sofi Wealth, LLC | 0.00% | Reduce -6.3% | 30 | $8K |
| Curio Wealth, LLC | 0.00% | Reduce -61.5% | 30 | $8K |
| Game Plan Financial Advisors, LLC | 0.00% | Add +4.2% | 25 | $7K |
| Goodman Advisory Group, LLC | 0.00% | New | 28 | $7K |
| West Branch Capital LLC | 0.00% | Reduce -79.4% | 26 | $7K |
| Financial Life Planners | 0.00% | New | 24 | $6K |
| Arvest Investments, Inc. | 0.00% | No change | 22 | $6K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 20 | $5K |
| Quent Capital, LLC | 0.00% | New | 18 | $5K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -61.9% | 16 | $4K |
| Providence Capital Advisors, LLC | 0.00% | Add +250.0% | 14 | $4K |
| Hoey Investments, Inc. | 0.00% | Reduce -23.5% | 13 | $3K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 12 | $3K |
| Mma Asset Management LLC | 0.00% | New | 10 | $3K |
| Copia Wealth Management | 0.00% | No change | 10 | $3K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 10 | $3K |
| Bernard Wealth Management Corp. | 0.00% | New | 8 | $2K |
| Kiker Wealth Management, LLC | 0.00% | New | 8 | $2K |
| Absher Wealth Management, LLC | 0.00% | No change | 8 | $2K |
| Morse Asset Management, Inc | 0.00% | No change | 7 | $2K |
| Lowe Wealth Advisors, LLC | 0.00% | New | 6 | $2K |
| Activest Wealth Management | 0.00% | New | 6 | $2K |
| Van Den Berg Management I, Inc. | 0.00% | Reduce -28.6% | 5 | $1K |
| Rice Partnership, LLC | 0.00% | No change | 5 | $1K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 5 | $1K |
| Rakuten Securities, Inc. | 0.00% | Add +300.0% | 4 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -100.0% | 4 | $1K |
| Redmont Wealth Advisors LLC | 0.00% | No change | 3 | $763 |
| Eukles Asset Management | 0.00% | No change | 3 | $763 |
| GoalVest Advisory LLC | 0.00% | No change | 2 | $509 |
| Vision Financial Markets LLC | 0.00% | No change | 2 | $257 |
| Imprint Wealth LLC | 0.00% | — | 1 | $254 |
| Running Point Capital Advisors, LLC | 0.00% | No change | 1 | $254 |
| Loomis Sayles & Co. L P | 0.00% | Reduce -99.5% | 1 | $221 |
"% 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.