Vanguard Most SM-Cap ETF-UsdVBETF
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 2,379 institutions reported holding Vanguard Most SM-Cap ETF-Usd (VB) in their 13F filings, up 181 from Q3 2025. 88 opened new positions and 68 sold out. The largest holders were Bank of America Corp. ($6.0B), Morgan Stanley ($2.0B) and Wells Fargo & Company ($1.6B). 6 famous investors held it, including Mario Gabelli (0.1% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $120.4M |
| Exits | 68 | $250.0M |
All 13F filers, Q3 2025 → Q4 2025: 6,352,610 shares bought and 5,622,711 shares sold, net +729,899 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,379 holders
| Bank of America Corp. | 0.44% | Reduce -0.1% | 23,429,447 | $6.0B |
| Morgan Stanley | 0.12% | Add +1.1% | 7,864,543 | $2.0B |
| Wells Fargo & Company | 0.31% | Reduce -1.0% | 6,047,584 | $1.6B |
| UBS Group AG | 0.20% | Add +1.7% | 3,916,098 | $1.0B |
| LPL Financial LLC | 0.28% | Reduce -1.3% | 3,913,394 | $1.0B |
| Envestnet Asset Management Inc. | 0.25% | Reduce -24.7% | 3,244,942 | $837.0M |
| Mercer Global Advisors Inc. | 1.26% | Add +0.0% | 3,195,143 | $824.2M |
| Northwestern Mutual Wealth Management Co. | 0.45% | Add +2.6% | 2,747,982 | $708.8M |
| Captrust Financial Advisors | 1.30% | Add +5.2% | 2,644,075 | $682.0M |
| Jones Financial Companies LLLP | 0.39% | Reduce -5.3% | 2,499,811 | $644.8M |
| Ameriprise Financial Inc. | 0.14% | Add +2.4% | 2,398,754 | $618.6M |
| Raymond James Financial Inc. | 0.19% | Add +3.7% | 2,304,605 | $594.5M |
| Royal Bank of Canada | 0.10% | Reduce -3.1% | 2,202,948 | $568.3M |
| Creative Planning | 0.39% | Add +8.2% | 2,125,744 | $548.3M |
| Mariner, LLC | 0.60% | Add +7.8% | 1,965,932 | $507.1M |
| PNC Financial Services Group, Inc. | 0.27% | Add +0.1% | 1,942,995 | $501.2M |
| Charles Schwab Investment Management Inc. | 0.07% | Reduce -3.7% | 1,815,002 | $468.2M |
| Bank of New York Mellon Corp | 0.08% | Reduce -3.3% | 1,735,268 | $447.6M |
| Goldman Sachs Group Inc. | 0.06% | Add +0.1% | 1,685,486 | $434.8M |
| Wealthfront Advisers LLC | 0.90% | Add +4.7% | 1,567,975 | $404.5M |
| CIBC Private Wealth Group LLC | 0.61% | Add +10.1% | 1,397,042 | $360.4M |
| Stifel Financial Corp. | 0.27% | Add +2.7% | 1,179,616 | $304.3M |
| Cetera Investment Advisers | 0.33% | Add +5.6% | 1,168,300 | $301.4M |
| Wellington Management Group LLP | 0.05% | Add +2.4% | 1,155,967 | $298.2M |
| FMR LLC | 0.02% | Add +0.3% | 1,150,035 | $296.7M |
| JPMorgan Chase & Co. | 0.02% | Add +2.7% | 1,144,037 | $295.1M |
| Mission Wealth Management, LP | 5.91% | Add +0.6% | 1,123,663 | $289.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 6.84% | Add +2.9% | 1,109,587 | $286.2M |
| Commonwealth Equity Services, LLC | 0.34% | Reduce -5.1% | 996,236 | $257.0M |
| HighTower Advisors, LLC | 0.27% | Add +1.3% | 951,243 | $245.4M |
| Tiaa Trust, National Association | 0.55% | Reduce -4.0% | 896,364 | $231.2M |
| Glenmede Trust Co. NA | 1.09% | — | 890,268 | $229.6M |
| Bank of Montreal | 0.09% | Add +13.6% | 834,564 | $215.3M |
| Osaic Holdings, Inc. | 0.31% | Reduce -1.0% | 823,383 | $212.6M |
| Baird Financial Group, Inc. | 0.31% | Add +3.7% | 778,593 | $200.8M |
| Cerity Partners LLC | 0.29% | Add +18.4% | 770,780 | $198.8M |
| Badgley Phelps Wealth Managers, LLC | 3.62% | Add +35.9% | 765,825 | $197.5M |
| Nicholas Hoffman & Company, LLC. | 4.47% | Add +0.5% | 748,000 | $192.9M |
| Vanguard Group Inc. | 0.00% | Add +4.4% | 643,588 | $166.0M |
| Davis R M Inc. | 2.62% | Add +13.3% | 589,056 | $151.9M |
| Corient Private Wealth LP | 0.20% | Add +26.7% | 569,069 | $146.8M |
| Cullen/Frost Bankers, Inc. | 1.61% | Add +2.0% | 567,959 | $146.5M |
| Teacher Retirement System of Texas | 0.51% | Add +89.5% | 567,165 | $146.3M |
| State Street Corp. | 0.00% | Reduce -11.8% | 553,389 | $142.7M |
| Clearstead Advisors, LLC | 1.78% | Add +1.0% | 546,407 | $140.9M |
| Country Trust Bank | 2.41% | Add +93.2% | 515,265 | $132.9M |
| Moneta Group Investment Advisors LLC | 0.99% | Add +2.3% | 506,835 | $130.7M |
| 1832 Asset Management L.P. | 0.16% | Add +0.3% | 498,180 | $128.5M |
| Pathstone Holdings, LLC | 0.49% | Reduce -0.5% | 493,412 | $127.3M |
| Pinnacle Associates Ltd. | 1.50% | Add +0.3% | 452,974 | $116.8M |
| Rockefeller Capital Management L.P. | 0.21% | Add +15.3% | 442,942 | $114.3M |
| MML Investors Services, LLC | 0.28% | Add +11.4% | 440,701 | $113.7M |
| Thrivent Financial for Lutherans | 0.21% | Add +128.6% | 437,146 | $113.3M |
| Fusion Family Wealth, LLC | 8.40% | Add +3.9% | 429,752 | $110.9M |
| Efficient Advisors, LLC | 6.31% | Reduce -4.9% | 418,748 | $108.0M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Add +2.1% | 398,194 | $107.3M |
| Natixis Advisors, LLC | 0.15% | Reduce -5.8% | 414,563 | $106.9M |
| Truist Financial Corp. | 0.14% | Reduce -8.6% | 413,837 | $106.7M |
| Peapack Gladstone Financial Corp. | 1.32% | Add +3.8% | 407,296 | $105.1M |
| Wealthspire Advisors, LLC | 0.82% | Reduce -49.8% | 398,598 | $102.8M |
| Cambridge Investment Research Advisors, Inc. | 0.27% | Add +15.2% | 396,925 | $102.4M |
| Equitable Holdings, Inc. | 0.68% | Add +4.3% | 387,308 | $99.9M |
| Baker Avenue Asset Management, LP | 2.30% | Add +1.1% | 386,637 | $99.7M |
| Invictus Private Wealth, LLC | 5.77% | Add +2.7% | 369,406 | $95.3M |
| Provida Pension Fund Administrator | 1.65% | Add +22.8% | 369,393 | $95.3M |
| Private Advisor Group, LLC | 0.44% | Add +3.2% | 365,511 | $94.3M |
| Comerica Bank | 0.37% | Add +0.3% | 358,110 | $92.4M |
| BlackRock, Inc. | 0.00% | Add +1816.6% | 355,506 | $91.7M |
| Heartwood Wealth Advisors LLC | 8.39% | Add +1.1% | 352,930 | $91.0M |
| Karpus Management, Inc. | 2.65% | Add +1.5% | 334,706 | $86.3M |
| Millburn Ridgefield LLC | 1.99% | Reduce -5.1% | 323,914 | $83.6M |
| Catalyst Capital Advisors LLC | 1.72% | Reduce -5.1% | 323,914 | $83.6M |
| M&T Bank Corp | 0.26% | Reduce -0.3% | 313,812 | $80.9M |
| Coldstream Capital Management Inc. | 1.05% | Add +0.7% | 313,309 | $80.8M |
| Fifth Third Bancorp | 0.25% | Reduce -0.2% | 309,381 | $79.8M |
| Lincoln National Corp. | 2.27% | Add +3.1% | 301,691 | $77.8M |
| Janus Henderson Group PLC | 0.03% | Reduce -8.0% | 300,051 | $77.4M |
| Trustmark Bank Trust Department | 4.83% | Add +0.2% | 296,726 | $76.5M |
| Assetmark, Inc. | 0.15% | Add +3.0% | 292,043 | $75.3M |
| Merit Financial Group, LLC | 0.59% | Add +10.7% | 286,260 | $73.8M |
| Auto-Owners Insurance Co | 1.53% | Add +13.1% | 281,628 | $72.6M |
| Park Avenue Securities LLC | 0.61% | Add +0.4% | 278,965 | $72.0M |
| Gibraltar Capital Management, Inc. | 12.23% | Reduce -0.2% | 278,719 | $71.9M |
| Wit, LLC | 1.37% | Add +1.5% | 264,352 | $68.2M |
| US Bancorp \de | 0.08% | Reduce -5.3% | 263,672 | $68.0M |
| Vista Capital Partners, Inc. | 6.70% | Reduce -0.8% | 263,086 | $67.9M |
| Pittenger & Anderson Inc. | 2.60% | Add +2.4% | 261,700 | $67.5M |
| Chandler Asset Management, Inc. | 10.63% | Add +4.7% | 260,330 | $67.2M |
| Focus Partners Wealth | 0.08% | Reduce -76.9% | 260,127 | $67.1M |
| Center for Financial Planning, Inc. | 6.85% | Add +0.6% | 255,199 | $65.8M |
| Smithfield Trust Co | 2.90% | Reduce -1.0% | 254,416 | $65.7M |
| CX Institutional | 1.80% | Reduce -1.8% | 233,647 | $60.3M |
| Betterment LLC | 0.11% | Reduce -2.3% | 229,220 | $59.1M |
| Vantagepoint Investment Advisers LLC | 0.44% | Reduce -5.2% | 213,898 | $55.2M |
| CENTRAL TRUST Co | 1.06% | Add +6.4% | 210,293 | $54.2M |
| Kestra Advisory Services, LLC | 0.22% | Add +4.0% | 210,019 | $54.2M |
| MAI Capital Management | 0.30% | Add +3.8% | 204,235 | $52.7M |
| Joel Isaacson & Co., LLC | 1.72% | Add +6.9% | 202,242 | $52.2M |
| Ellenbecker Investment Group | 7.29% | Add +1.3% | 201,597 | $52.0M |
| First Command Advisory Services, Inc. | 0.36% | Reduce -3.7% | 199,609 | $51.5M |
| Cary Street Partners Financial LLC | 1.25% | Add +9.9% | 196,142 | $50.6M |
| NewEdge Advisors, LLC | 0.18% | Add +7.0% | 196,035 | $50.6M |
| Janney Montgomery Scott LLC | 0.11% | Add +6.0% | 193,410 | $49.9M |
| Choreo, LLC | 0.61% | Add +3.1% | 184,004 | $47.9M |
| American Trust | 4.02% | Reduce -2.9% | 185,395 | $47.8M |
| Chicago Partners Investment Group LLC | 1.17% | Add +7.0% | 172,254 | $47.3M |
| Citizens Financial Group Inc. | 0.61% | Add +2.2% | 177,519 | $45.8M |
| Alps Advisors Inc. | 0.26% | Reduce -0.4% | 172,790 | $44.6M |
| Johnson Financial Group, LLC | 2.76% | Add +51.4% | 172,775 | $44.6M |
| MilWealth Group LLC | 10.58% | Add +1.1% | 172,321 | $44.5M |
| TCV Trust & Wealth Management, Inc. | 3.58% | Add +1.1% | 171,826 | $44.3M |
| Garde Capital, Inc. | 2.60% | Add +0.8% | 169,950 | $43.8M |
| Ballast, Inc. | 10.22% | Add +1.1% | 169,204 | $43.6M |
| Regions Financial Corp. | 0.28% | Add +10.4% | 168,052 | $43.3M |
| Sanctuary Advisors, LLC | 0.23% | Add +12.1% | 164,906 | $42.5M |
| Axxcess Wealth Management, LLC | 0.73% | Add +10.5% | 159,426 | $41.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 2.81% | Add +1.8% | 158,310 | $40.8M |
| Parallel Advisors, LLC | 0.74% | Reduce -0.6% | 157,169 | $40.6M |
| Compound Planning, Inc. | 1.18% | Add +2.4% | 154,846 | $39.9M |
| Avior Wealth Management, LLC | 1.24% | Add +4.1% | 153,865 | $39.7M |
| Clark Asset Management, LLC | 4.10% | Add +11.5% | 153,222 | $39.5M |
| Wealthquest Corp | 2.96% | Add +1.7% | 152,042 | $39.2M |
| MPS Loria Financial Planners, LLC | 10.07% | Add +1.6% | 151,840 | $39.2M |
| Legacy Financial Group LLC | 4.83% | Reduce -0.9% | 143,618 | $39.1M |
| Connecticut Wealth Management, LLC | 1.68% | Reduce -3.9% | 149,803 | $38.6M |
| Investments & Financial Planning, LLC | 20.73% | Reduce -2.0% | 149,742 | $38.6M |
| &partners | 0.20% | Add +24.9% | 148,238 | $38.3M |
| AMG National Trust Bank | 0.90% | Add +9.5% | 147,512 | $38.1M |
| Beacon Pointe Advisors, LLC | 0.27% | Add +24.9% | 146,498 | $37.8M |
| Mountain Capital Investment Advisors Inc. | 6.04% | Add +4.0% | 136,449 | $37.5M |
| Aufman Associates Inc | 19.07% | Reduce -0.1% | 144,241 | $37.2M |
| Heritage Investors Management Corp. | 1.08% | Reduce -0.8% | 144,028 | $37.2M |
| Lido Advisors, LLC | 0.15% | Add +18.2% | 144,446 | $37.0M |
| Apella Capital, LLC | 0.72% | Add +3.2% | 140,905 | $36.3M |
| Acorn Financial Advisory Services Inc. | 5.25% | Add +0.4% | 137,938 | $35.6M |
| Scott Capital Advisors, LLC | 7.71% | Reduce -0.1% | 134,837 | $34.8M |
| Capital Asset Advisory Services LLC | 1.39% | Add +3.3% | 128,405 | $34.6M |
| Moller Wealth Partners | 7.16% | Reduce -0.2% | 132,483 | $34.2M |
| CBIZ Investment Advisory Services, LLC | 1.29% | Add +0.8% | 132,471 | $34.2M |
| Northern Trust Corp. | 0.00% | Reduce -0.8% | 130,888 | $33.8M |
| D.A. Davidson & Co. | 0.21% | Add +12.5% | 130,665 | $33.7M |
| AA Financial Advisors, LLC | 6.23% | Add +0.4% | 130,593 | $33.7M |
| Whelan Financial | 10.43% | Reduce -0.1% | 129,440 | $33.4M |
| Northeast Investment Management | 1.30% | Add +2.4% | 128,597 | $33.2M |
| Pure Financial Advisors, LLC | 0.49% | Add +0.1% | 126,419 | $32.6M |
| Randolph Co Inc | 3.12% | Add +0.2% | 126,190 | $32.6M |
| SCS Capital Management LLC | 0.34% | Reduce -8.1% | 125,385 | $32.3M |
| Waverly Advisors, LLC | 0.26% | Add +183.3% | 125,200 | $32.3M |
| NewEdge Wealth, LLC | 0.36% | Add +6.5% | 124,586 | $32.1M |
| Arax Advisory Partners | 0.94% | New | 124,526 | $32.1M |
| Brown Financial Advisory | 16.17% | Add +3.8% | 124,007 | $32.0M |
| Chatham Capital Group, Inc. | 4.54% | Reduce -10.6% | 123,668 | $31.9M |
| WP Advisors, LLC | 7.91% | Reduce -6.2% | 123,091 | $31.8M |
| Bluestem Financial Advisors, LLC | 12.07% | Add +0.0% | 121,099 | $31.2M |
| St Germain D J Co. Inc. | 1.21% | Reduce -0.6% | 120,684 | $31.1M |
| Wolff Financial Management LLC | 6.99% | Add +2.3% | 120,425 | $31.1M |
| Savant Capital, LLC | 0.18% | Add +52.4% | 119,543 | $30.8M |
| Composition Wealth, LLC | 0.44% | Reduce -3.6% | 119,442 | $30.8M |
| United Capital Financial Advisors, LLC | 0.18% | Add +1.1% | 118,770 | $30.6M |
| Associated Banc-Corp | 0.78% | Add +11.9% | 118,078 | $30.5M |
| CreativeOne Wealth, LLC | 0.73% | Add +12.0% | 116,804 | $30.1M |
| Brookstone Capital Management | 0.34% | Add +8.1% | 116,671 | $30.1M |
| Orion Porfolio Solutions, LLC | 0.22% | Add +9.8% | 116,667 | $30.1M |
| EP Wealth Advisors, LLC | 0.16% | — | 115,796 | $29.9M |
| Cwm, LLC | 0.08% | Reduce -2.4% | 113,423 | $29.3M |
| Leavell Investment Management, Inc. | 1.19% | Reduce -1.8% | 111,104 | $28.7M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -4.0% | 110,608 | $28.6M |
| Bank of Hawaii | 1.40% | Add +0.5% | 110,201 | $28.4M |
| Searcy Financial Services Inc. | 10.45% | Add +1.4% | 109,261 | $28.2M |
| Modera Wealth Management, LLC | 0.32% | Reduce -1.5% | 108,819 | $28.1M |
| Procyon Advisors, LLC | 1.39% | Reduce -0.3% | 108,810 | $28.1M |
| Howard Capital Management Group, LLC | 1.74% | Reduce -0.9% | 106,809 | $27.6M |
| Tidal Investments LLC | 0.11% | Add +46.9% | 105,116 | $27.1M |
| SP Asset Management LLC | 2.13% | Reduce -2.1% | 104,542 | $27.0M |
| BLB&B Advisors, LLC | 1.12% | Reduce -3.0% | 104,165 | $26.9M |
| Stephens Inc. | 0.33% | Reduce -4.1% | 101,507 | $26.2M |
| Patriot Investment Management Group, Inc. | 1.65% | Add +2.9% | 101,104 | $26.1M |
| MBE Wealth Management, LLC | 10.90% | Add +1.8% | 100,952 | $26.0M |
| Steward Partners Investment Advisory, LLC | 0.14% | Reduce -5.2% | 98,749 | $25.5M |
| Summit Financial, LLC | 0.37% | Add +1.2% | 98,231 | $25.3M |
| Woodmont Investment Counsel LLC | 1.57% | Add +2.3% | 97,187 | $25.1M |
| 3Chopt Investment Partners, LLC | 5.61% | Add +2.1% | 97,022 | $25.0M |
| Brown Advisory Inc. | 0.03% | Add +0.0% | 96,323 | $24.8M |
| Burrus Financial Services, Inc. | 14.12% | Add +234.6% | 287,513 | $24.8M |
| Bessemer Group Inc. | 0.04% | Reduce -61.1% | 94,158 | $24.3M |
| AQR Capital Management | 0.01% | Add +21.0% | 93,768 | $24.2M |
| Cyndeo Wealth Partners, LLC | 1.29% | Add +5.7% | 92,620 | $23.9M |
| WBH Advisory Inc. | 1.76% | Reduce -0.5% | 92,302 | $23.8M |
| Financial Engines Advisors L.L.C. | 0.04% | Add +1.3% | 91,868 | $23.7M |
| Cadence Bank | 1.35% | Add +6.4% | 89,357 | $23.0M |
| Laird Norton Wetherby Trust Company, LLC | 0.48% | New | 88,869 | $22.9M |
| Glenview Trust Co | 0.35% | Reduce -1.3% | 88,586 | $22.9M |
| Koshinski Asset Management, Inc. | 1.46% | Add +6.2% | 87,749 | $22.6M |
| Circle Wealth Management, LLC | 0.35% | Add +125.2% | 87,586 | $22.6M |
| Hurlow Wealth Management Group, Inc. | 5.52% | Add +1.1% | 87,449 | $22.6M |
| Montag A & Associates Inc. | 1.02% | Reduce -5.4% | 86,859 | $22.4M |
| Manning & Napier Advisors LLC | 0.29% | Add +93.9% | 85,736 | $22.3M |
| Curran Financial Partners, LLC | 4.24% | Add +14.2% | 86,511 | $22.3M |
| HB Wealth Management, LLC | 0.14% | Add +3.4% | 85,990 | $22.2M |
| Summit Trail Advisors, LLC | 0.38% | Reduce -7.7% | 85,594 | $22.1M |
| Crewe Advisors LLC | 1.95% | No change | 85,513 | $22.1M |
| Koesten, Hirschmann & Crabtree, INC. | 10.75% | Reduce -1.1% | 84,697 | $21.8M |
| Bleakley Financial Group, LLC | 0.38% | Add +1.7% | 83,925 | $21.6M |
| AlphaCore Capital LLC | 0.48% | Add +46.0% | 83,303 | $21.5M |
| Focus Partners Advisor Solutions, LLC | 0.26% | Reduce -25.3% | 83,002 | $21.4M |
| First Manhattan Co. Llc. | 0.06% | Add +4.7% | 82,749 | $21.3M |
| BCK Partners, Inc. | 11.43% | Reduce -2.7% | 82,019 | $21.2M |
| MBM Wealth Consultants, LLC | 5.01% | Add +0.6% | 81,626 | $21.1M |
| StoneX Group Inc. | 0.91% | Add +1.5% | 81,562 | $21.0M |
| Aspiriant, LLC | 0.60% | Add +8.3% | 81,513 | $21.0M |
| Nuveen, LLC | 0.01% | Reduce -25.5% | 81,080 | $20.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.39% | Reduce -7.4% | 80,411 | $20.7M |
| Whitegate Investment Counselors, Inc. | 6.45% | Add +0.8% | 80,010 | $20.6M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Add +6.7% | 79,687 | $20.6M |
| Simon Quick Advisors, LLC | 0.90% | Add +5.4% | 79,554 | $20.5M |
| Tectonic Advisors LLC | 1.08% | Add +6.5% | 79,357 | $20.5M |
| Kohmann Bosshard Financial Services, LLC | 1.86% | Reduce -4.2% | 79,308 | $20.5M |
| Financial Synergies Wealth Advisors, Inc. | 1.97% | Reduce -0.6% | 79,060 | $20.4M |
| Noble Family Wealth, LLC | 4.29% | Add +14.8% | 78,920 | $20.4M |
| DeDora Capital, Inc. | 4.82% | Add +3.1% | 78,867 | $20.3M |
| Twele Capital Management, Inc. | 3.60% | Add +0.5% | 78,139 | $20.2M |
| Daymark Wealth Partners, LLC | 0.64% | Add +0.1% | 77,696 | $20.0M |
| Compton Wealth Advisory Group, LLC | 4.35% | Reduce -2.1% | 77,122 | $19.9M |
| Charles Schwab Trust Co | 1.30% | Reduce -1.2% | 76,433 | $19.7M |
| Roof Eidam Maycock Peralta, LLC | 4.39% | Reduce -0.7% | 75,146 | $19.4M |
| Elm Partners Management LLC | 0.88% | Reduce -2.8% | 74,845 | $19.3M |
| Salem Investment Counselors Inc. | 0.54% | Add +0.2% | 74,674 | $19.3M |
| QRG Capital Management, Inc. | 0.21% | Add +9.0% | 74,620 | $19.2M |
| Integrated Wealth Concepts LLC | 0.23% | Reduce -29.0% | 73,463 | $18.9M |
| Drucker Wealth 3.0, LLC | 3.31% | Add +1.4% | 73,093 | $18.9M |
| SAM Advisors, LLC | 5.92% | Add +0.9% | 72,561 | $18.7M |
| Great Valley Advisor Group, Inc. | 0.36% | Add +1.8% | 72,085 | $18.6M |
| Strategic Investment Advisors / MI | 1.60% | Add +143616.0% | 71,858 | $18.5M |
| Sage Rhino Capital LLC | 3.50% | Add +1.1% | 71,749 | $18.5M |
| Marietta Wealth Management, LLC | 2.13% | Add +0.7% | 71,456 | $18.4M |
| Stephens Consulting, LLC | 5.92% | Add +569.1% | 71,033 | $18.3M |
| Fiduciary Wealth Partners, LLC | 7.50% | Reduce -0.3% | 70,887 | $18.3M |
| Alliancebernstein L.P. | 0.01% | Reduce -3.7% | 69,662 | $18.0M |
| Crane Advisory, LLC | 2.72% | Reduce -7.4% | 65,994 | $18.0M |
| McIlrath & Eck, LLC | 1.67% | Add +7.7% | 69,557 | $17.9M |
| Allworth Financial LP | 0.07% | Add +9.8% | 69,310 | $17.9M |
| Wealthspire Retirement, LLC | 1.08% | Add +1.2% | 69,135 | $17.8M |
| O'shaughnessy Asset Management, LLC | 0.10% | Add +8.1% | 68,728 | $17.7M |
| Acropolis Investment Management, LLC | 0.79% | Reduce -2.9% | 68,467 | $17.7M |
| Rainey & Randall Wealth Advisors Inc. | 2.88% | Add +8.0% | 68,419 | $17.6M |
| Gemmer Asset Management LLC | 1.36% | Reduce -0.1% | 68,354 | $17.6M |
| Golden Road Advisors LLC | 10.00% | Reduce -0.9% | 68,122 | $17.6M |
| Whittier Trust Co. of Nevada Inc. | 0.36% | Add +0.1% | 64,451 | $17.4M |
| Abound Wealth Management | 4.06% | Add +0.6% | 67,193 | $17.3M |
| Inspirion Wealth Advisors, LLC | 2.12% | Add +2973.5% | 66,971 | $17.3M |
| World Investment Advisors | 0.28% | Add +41.0% | 66,846 | $17.2M |
| Agf Management Ltd. | 0.07% | Reduce -0.6% | 66,579 | $17.2M |
| Atria Investments, Inc | 0.19% | Reduce -6.6% | 65,352 | $16.9M |
| Kestra Private Wealth Services, LLC | 0.21% | Reduce -1.7% | 64,584 | $16.7M |
| AJ Advisors, LLC | 6.10% | Add +5.0% | 64,044 | $16.5M |
| Concurrent Investment Advisors, LLC | 0.19% | Add +31.9% | 63,820 | $16.5M |
| True North Advisors, LLC | 2.13% | New | 63,812 | $16.5M |
| Cresset Asset Management, LLC | 0.07% | Add +3.7% | 63,036 | $16.3M |
| Nelson Capital Management, LLC | 1.90% | Reduce -0.6% | 62,859 | $16.2M |
| Wealth Architects, LLC | 1.44% | Reduce -0.9% | 62,056 | $16.0M |
| Johnson Investment Counsel Inc. | 0.13% | Add +7.0% | 61,622 | $15.9M |
| Burling Wealth Partners, LLC | 2.44% | Add +6.0% | 60,785 | $15.7M |
| Blair William & Co. | 0.04% | Add +1.9% | 60,762 | $15.7M |
| Bradley Foster & Sargent Inc. | 0.23% | Reduce -1.2% | 60,354 | $15.6M |
| Tribridge Partners Financial LLC | 6.51% | Add +7.2% | 60,193 | $15.5M |
| Wedmont Private Capital | 0.54% | Add +2.4% | 57,607 | $15.4M |
| McAdam, LLC | 0.70% | Add +4.0% | 59,692 | $15.4M |
| Plum Street Advisors, LLC | 5.41% | Add +2.7% | 58,842 | $15.2M |
| Trust Co of the South | 2.43% | Reduce -7.6% | 58,550 | $15.1M |
| Aries Wealth Management | 3.31% | Add +11.3% | 58,035 | $15.0M |
| EverSource Wealth Advisors, LLC | 0.55% | Add +1.4% | 57,614 | $14.9M |
| Capital Group Private Client Services, Inc. | 0.24% | Add +11.5% | 57,398 | $14.8M |
| TD Private Client Wealth LLC | 0.31% | Add +4.9% | 56,994 | $14.7M |
| Dunhill Financial, LLC | 4.63% | Add +12.9% | 57,382 | $14.7M |
| Mitchell McLeod Pugh & Williams Inc. | 2.09% | Add +11.4% | 52,700 | $14.6M |
| Allianz SE | 0.19% | No change | 56,605 | $14.6M |
| Atmos Advisory, LLC | 8.46% | Add +5.2% | 56,579 | $14.6M |
| Berkshire Asset Management LLC | 0.64% | Reduce -27.1% | 56,415 | $14.6M |
| ETF Portfolio Partners, Inc. | 3.73% | Add +1.7% | 56,025 | $14.5M |
| GoalFusion Wealth Management, LLC | 6.67% | Add +1.4% | 55,882 | $14.4M |
| White Wing Wealth Management | 8.52% | Add +1.8% | 55,341 | $14.3M |
| RFG Holdings, Inc. | 3.55% | Add +2.3% | 54,863 | $14.2M |
| McClarren Financial Advisors, Inc. | 8.44% | Add +3.2% | 55,648 | $14.1M |
| Frisco Financial Planning LLC | 11.71% | Reduce -0.2% | 54,317 | $14.0M |
| Focused Wealth Management, Inc | 1.48% | Add +4.9% | 54,191 | $14.0M |
| NorthRock Partners, LLC | 0.24% | Add +2049.0% | 54,025 | $13.9M |
| VSM Wealth Advisory, LLC | 4.18% | Reduce -2.0% | 53,889 | $13.9M |
| Ameritas Advisory Services, LLC | 0.52% | Add +226.0% | 53,849 | $13.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.25% | Reduce -3.4% | 53,725 | $13.9M |
| Sage Financial Group Inc. | 0.91% | Add +1.6% | 53,169 | $13.7M |
| Nicolet Advisory Services, LLC | 0.92% | Add +23.2% | 50,012 | $13.6M |
| Savvy Advisors, Inc. | 0.44% | Add +15.2% | 52,610 | $13.6M |
| Rossmore Private Capital | 1.21% | Add +12.2% | 52,303 | $13.5M |
| PDS Planning, Inc | 0.90% | Add +2.4% | 52,076 | $13.4M |
| CRA Financial Services, LLC | 1.75% | Reduce -18.0% | 51,887 | $13.4M |
| Riverview Capital Advisers, LLC | 4.05% | Reduce -1.0% | 51,834 | $13.4M |
| Asset Management Group, Inc. | 2.16% | Add +0.5% | 51,805 | $13.4M |
| OneDigital Investment Advisors LLC | 0.13% | Add +6.3% | 51,454 | $13.3M |
| Clarity Wealth Advisors, LLC | 2.71% | Add +4.3% | 51,430 | $13.3M |
| Sage Mountain Advisors LLC | 0.70% | Add +13.3% | 51,310 | $13.2M |
| Quantinno Capital Management LP | 0.03% | Add +56.5% | 51,066 | $13.2M |
| Capital Advisors Inc. | 0.21% | Reduce -0.6% | 50,875 | $13.1M |
| KTF Investments, LLC | 2.15% | — | 50,638 | $13.1M |
| Benjamin Edwards Inc. | 0.14% | Reduce -0.3% | 50,352 | $13.0M |
| Arbor Wealth Advisors LLC | 9.26% | Add +0.0% | 50,370 | $13.0M |
| Dakota Wealth Management | 0.23% | Add +273.4% | 50,223 | $13.0M |
| Oppenheimer & Co. Inc. | 0.18% | Add +0.7% | 49,996 | $12.9M |
| St. Louis Trust Co | 1.48% | Reduce -0.5% | 49,927 | $12.9M |
| Whittier Trust Co. | 0.14% | Reduce -1.3% | 47,790 | $12.9M |
| Bear Mountain Capital, Inc. | 4.13% | Reduce -0.3% | 46,422 | $12.8M |
| Staley Capital Advisers Inc. | 0.53% | Reduce -0.6% | 49,374 | $12.7M |
| IFC Advisors LLC | 1.86% | Add +4454.8% | 49,283 | $12.7M |
| Roberts Wealth Advisors, LLC | 3.31% | Add +1.7% | 49,198 | $12.7M |
| Vawter Financial, Ltd. | 5.31% | Add +1.5% | 48,739 | $12.6M |
| Ashton Thomas Private Wealth, LLC | 0.30% | Reduce -0.7% | 48,372 | $12.5M |
| Bartlett & Co. Wealth Management LLC | 0.16% | Reduce -0.5% | 48,005 | $12.4M |
| High Note Wealth, LLC | 2.41% | Add +1.4% | 47,793 | $12.3M |
| Cherry Tree Wealth Management, LLC | 2.59% | Add +4.4% | 47,621 | $12.3M |
| GeoWealth Management, LLC | 0.45% | Reduce -2.0% | 47,492 | $12.3M |
| Stratos Wealth Partners, LTD. | 0.14% | Add +1.4% | 47,393 | $12.2M |
| David Kennon Inc | 4.34% | Reduce -1.0% | 47,353 | $12.2M |
| Kathmere Capital Management, LLC | 0.82% | Add +0.2% | 47,246 | $12.2M |
| Ballentine Partners, LLC | 0.17% | Add +1.2% | 47,101 | $12.1M |
| Integral Investment Advisors, Inc. | 3.01% | Add +1.7% | 47,077 | $12.1M |
| Peddock Capital Advisors, LLC | 2.54% | Add +5.3% | 47,029 | $12.1M |
| Canandaigua National Bank & Trust Co. | 1.08% | Reduce -2.2% | 46,835 | $12.1M |
| Mason & Associates, LLC | 2.74% | Reduce -5.2% | 46,741 | $12.1M |
| Smith & Howard Wealth Management, LLC | 2.75% | Reduce -9.8% | 46,528 | $12.0M |
| Capital Planning LLC | 3.30% | Add +0.9% | 45,004 | $11.8M |
| Diversify Wealth Management, LLC | 0.55% | Reduce -1.1% | 43,156 | $11.8M |
| Arrow Financial Corp | 1.16% | Reduce -4.5% | 45,248 | $11.7M |
| DORVAL Corp | 3.72% | Add +4.5% | 45,204 | $11.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.70% | Reduce -7.6% | 45,192 | $11.7M |
| Spectrum Financial Alliance Ltd LLC | 2.30% | Reduce -0.9% | 45,190 | $11.7M |
| James J. Burns & Company, LLC | 1.60% | Add +5.1% | 44,953 | $11.6M |
| Caprock Group, LLC | 0.24% | Add +0.8% | 44,718 | $11.5M |
| Farther Finance Advisors, LLC | 0.12% | Add +45.3% | 44,315 | $11.4M |
| Leeward Financial Partners, LLC | 3.21% | Add +1.6% | 44,292 | $11.4M |
| Harbor Advisory Corp. | 3.44% | Add +3.3% | 44,096 | $11.4M |
| Cynosure Group, LLC | 1.15% | Reduce -8.9% | 43,649 | $11.3M |
| Fee-Only Financial Planning, L.C. | 6.55% | Reduce -0.6% | 43,560 | $11.2M |
| Archford Capital Strategies, LLC | 1.31% | Add +21.5% | 43,535 | $11.2M |
| U.S. Capital Wealth Advisors, LLC | 0.29% | Reduce -6.1% | 43,506 | $11.2M |
| Wealth Analytics Partners, LLC | 4.39% | — | 43,390 | $11.2M |
| JDM Financial Group LLC | 4.34% | Add +96.6% | 90,503 | $11.2M |
| Fonville Wealth Management LLC | 2.28% | Add +1.2% | 43,179 | $11.1M |
| CSM Advisors, LLC | 0.30% | Add +13.7% | 43,102 | $11.1M |
| Agate Pass Investment Management, LLC | 4.11% | Add +2.2% | 42,875 | $11.1M |
| NORTHSTAR ASSET MANAGEMENT Co | 2.34% | Add +1.1% | 42,761 | $11.0M |
| Apollon Wealth Management, LLC | 0.19% | Reduce -1.6% | 42,724 | $11.0M |
| Madrona Financial Services, LLC | 2.35% | Add +0.9% | 42,603 | $11.0M |
| Red Wave Investments LLC | 3.26% | Add +0.1% | 42,541 | $11.0M |
| Berman McAleer LLC | 1.49% | Reduce -4.9% | 42,161 | $10.9M |
| Fiduciary Advisors, Inc. | 8.27% | Add +2.8% | 42,123 | $10.9M |
| Praetorian Wealth Management, Inc. | 2.14% | Reduce -1.1% | 41,792 | $10.8M |
| Discipline Wealth Solutions, LLC | 2.00% | Add +320.6% | 41,746 | $10.8M |
| Perigon Wealth Management, LLC | 0.19% | Reduce -4.7% | 41,687 | $10.8M |
| Hoge Financial Services, LLC | 5.76% | Add +4.9% | 41,430 | $10.7M |
| Capital Management Associates, Inc | 2.36% | Add +49.9% | 41,414 | $10.7M |
| Beacon Financial Strategies CORP | 5.95% | Add +0.2% | 41,311 | $10.7M |
| TD Capital Management LLC | 0.94% | Reduce -0.1% | 41,080 | $10.6M |
| Horizons Wealth Management | 7.05% | Add +2.5% | 41,077 | $10.6M |
| Earned Wealth Advisors, LLC | 0.75% | Add +18.4% | 40,969 | $10.6M |
| Sawgrass Asset Management LLC | 1.31% | Add +16.9% | 40,650 | $10.5M |
| BOK Financial Private Wealth, Inc. | 0.64% | Reduce -7.9% | 40,556 | $10.5M |
| 25 LLC | 3.29% | Reduce -23.7% | 40,247 | $10.4M |
| SouthState Bank Corp | 0.46% | Add +10.6% | 39,752 | $10.3M |
| Bridges Investment Management Inc. | 0.13% | Reduce -0.3% | 39,702 | $10.2M |
| Signal Advisors Wealth, LLC | 0.81% | Add +16.3% | 39,640 | $10.2M |
| Culbertson A N & Co. Inc. | 1.40% | Reduce -1.3% | 39,626 | $10.2M |
| BlueSky Wealth Advisors, LLC | 1.34% | Reduce -0.7% | 39,530 | $10.2M |
| Petredis Investment Advisors LLC | 0.80% | Reduce -1.3% | 39,433 | $10.2M |
| Brick & Kyle, Associates | 3.62% | Reduce -0.3% | 39,412 | $10.2M |
| Beirne Wealth Consulting Services, LLC | 2.94% | Reduce -2.6% | 39,384 | $10.2M |
| Ellevest, Inc. | 1.40% | Add +3.7% | 39,351 | $10.2M |
| Single Point Partners, LLC | 2.00% | Reduce -0.1% | 39,285 | $10.1M |
| Kearns & Associates LLC | 5.20% | Add +0.1% | 39,028 | $10.1M |
| Old Mission Investment Co LLC | 2.41% | Add +6.5% | 39,011 | $10.1M |
| Brooklyn FI, LLC | 2.15% | Add +10.2% | 38,993 | $10.1M |
| Empower Advisory Group, LLC | 0.03% | Add +13.1% | 38,984 | $10.1M |
| Evergreen Capital Management LLC | 0.22% | Add +0.8% | 38,934 | $10.0M |
| Napier Financial, LLC | 2.51% | — | 38,917 | $10.0M |
| Chesley Taft & Associates LLC | 0.39% | Add +8.4% | 38,368 | $9.9M |
| Code Waechter LLC | 6.29% | Reduce -10.1% | 37,962 | $9.8M |
| AdvisorNet Financial, Inc | 0.52% | Add +6.7% | 37,724 | $9.7M |
| Legacy Wealth Partners, LLC | 2.50% | — | 37,414 | $9.7M |
| Cornerstone National Bank & Trust Co | 3.83% | Add +0.8% | 37,242 | $9.6M |
| Principal Securities, Inc. | 0.15% | Add +2.4% | 37,145 | $9.6M |
| Crusonia Wealth Advisors LLC | 2.11% | — | 37,079 | $9.6M |
| TriaGen Wealth Management LLC | 2.47% | Add +1.4% | 37,004 | $9.5M |
| Chilton Capital Management LLC | 0.33% | Reduce -5.5% | 36,573 | $9.4M |
| Black Diamond Financial, LLC | 0.99% | Reduce -0.7% | 36,399 | $9.4M |
| Field & Main Bank | 2.70% | Add +6.9% | 36,334 | $9.4M |
| Financial Futures Ltd Liability Co. | 4.33% | Add +9.8% | 36,256 | $9.4M |
| Evolution Wealth Advisors, LLC | 0.94% | Reduce -0.1% | 36,224 | $9.3M |
| Visionary Wealth Advisors | 0.42% | Add +1.9% | 35,963 | $9.3M |
| Flagship Harbor Advisors, LLC | 0.44% | Reduce -2.6% | 35,907 | $9.3M |
| Sand Hill Global Advisors, LLC | 0.32% | Reduce -1.1% | 35,875 | $9.3M |
| Prospera Financial Services Inc | 0.15% | Add +0.1% | 35,710 | $9.2M |
| Verum Partners LLC | 1.86% | Reduce -0.2% | 35,703 | $9.2M |
| Wealthcare Advisory Partners LLC | 0.18% | Reduce -2.5% | 35,608 | $9.2M |
| Bokf, NA | 0.14% | Reduce -7.0% | 35,504 | $9.2M |
| Magnolia Capital Advisors LLC | 1.92% | Add +57.2% | 35,461 | $9.1M |
| Mutual Advisors, LLC | 0.20% | Add +0.8% | 35,360 | $9.1M |
| IFP Advisors, Inc | 0.20% | Add +6.0% | 35,273 | $9.1M |
| Wealth Management Strategies, Inc. | 4.18% | Add +1.8% | 35,225 | $9.1M |
| Haverford Trust Co | 0.08% | Add +0.5% | 35,167 | $9.1M |
| VestGen Advisors, LLC | 0.39% | Reduce -22.5% | 35,159 | $9.1M |
| Rwa Wealth Partners, LLC | 0.10% | Reduce -9.3% | 35,076 | $9.0M |
| Valmark Advisers, Inc. | 0.11% | Add +2.7% | 35,073 | $9.0M |
| Steph & Co. | 2.56% | Reduce -3.0% | 34,369 | $8.9M |
| Smartleaf Asset Management LLC | 0.34% | Add +1266.1% | 34,017 | $8.9M |
| Thrive Wealth Management, LLC | 1.30% | Add +6.7% | 34,315 | $8.9M |
| Orgel Wealth Management, LLC | 0.19% | Reduce -7.0% | 34,183 | $8.8M |
| Kingswood Wealth Advisors, LLC | 0.42% | Add +18.0% | 33,977 | $8.8M |
| Nwam LLC | 0.48% | Reduce -3.9% | 32,523 | $8.6M |
| Sandy Cove Advisors, LLC | 2.54% | Reduce -11.9% | 33,177 | $8.6M |
| Wesbanco Bank Inc. | 0.24% | Reduce -3.0% | 33,125 | $8.5M |
| Gotham Asset Management | 0.03% | Add +39.3% | 33,047 | $8.5M |
| Crestwood Advisors Group, LLC | 0.14% | Add +0.6% | 32,958 | $8.5M |
| Waller Financial Planning Group, Inc. | 1.89% | Reduce -9.5% | 32,952 | $8.5M |
| Exencial Wealth Advisors, LLC | 0.27% | Reduce -4.3% | 32,803 | $8.5M |
| Five Pine Wealth Management | 5.42% | Add +1.3% | 32,750 | $8.4M |
| Susquehanna International Group, LLP | 0.01% | Reduce -16.1% | 32,687 | $8.4M |
| Elite Financial, Inc. | 3.83% | Reduce -0.1% | 32,646 | $8.4M |
| Venture Visionary Partners LLC | 0.27% | Reduce -5.8% | 32,263 | $8.4M |
| WESCAP Management Group, Inc. | 1.70% | Reduce -0.7% | 32,435 | $8.4M |
| Level Four Advisory Services, LLC | 0.27% | Add +8.8% | 32,377 | $8.4M |
| Cambridge Advisors Inc. | 1.59% | Add +1.4% | 32,346 | $8.3M |
| Global Retirement Partners, LLC | 0.15% | Reduce -5.0% | 32,189 | $8.3M |
| J.W. Cole Advisors, Inc. | 0.20% | Reduce -10.8% | 51,567 | $8.3M |
| Oldfather Financial Services, LLC | 2.46% | Add +0.1% | 32,013 | $8.3M |
| Capital Advantage, Inc. | 1.11% | Add +36.9% | 31,972 | $8.2M |
| Howard Wealth Management, LLC | 3.59% | Add +0.4% | 31,862 | $8.2M |
| Evolution Advisers, Inc. | 3.56% | Add +3.1% | 31,866 | $8.2M |
| Silverleafe Capital Partners, LLC | 2.44% | Reduce -0.5% | 31,845 | $8.2M |
| Dynamic Advisor Solutions LLC | 0.26% | Reduce -4.8% | 31,737 | $8.2M |
| Vise Technologies, Inc. | 0.16% | Add +102.8% | 31,433 | $8.1M |
| Midwest Trust Co | 0.10% | Add +8.3% | 31,367 | $8.1M |
| Cozad Asset Management Inc. | 0.63% | Add +5.1% | 31,290 | $8.1M |
| Ieq Capital, LLC | 0.02% | Reduce -1.3% | 31,148 | $8.0M |
| Titleist Asset Management, LLC | 0.65% | Add +3.9% | 31,134 | $8.0M |
| Prosperity Advisers, LLC | 6.63% | — | 31,129 | $8.0M |
| Florida Trust Wealth Management Co | 0.22% | Reduce -6.8% | 31,068 | $8.0M |
| First Bancorp, Inc | 4.24% | Add +3.6% | 30,920 | $8.0M |
| Fi3 FINANCIAL ADVISORS, LLC | 2.43% | Reduce -4.1% | 30,826 | $8.0M |
| JNBA Financial Advisors | 0.69% | Add +0.5% | 30,821 | $8.0M |
| Rinkey Investments | 2.02% | Add +0.5% | 30,813 | $7.9M |
| Rehmann Capital Advisory Group | 0.41% | Reduce -1.5% | 30,759 | $7.9M |
| Latigo Investments, LLC | 3.89% | No change | 30,671 | $7.9M |
| Ancora Advisors LLC | 0.16% | Reduce -0.4% | 30,636 | $7.9M |
| Lazard Asset Management LLC | 0.01% | Reduce -1.2% | 30,631 | $7.9M |
| Ramiah Investment Group | 6.79% | Add +7.4% | 30,355 | $7.8M |
| Equity Wealth Partners, LLC | 5.08% | Add +84.9% | 30,354 | $7.8M |
| Warwick Investment Management, Inc. | 1.20% | Add +1.1% | 30,284 | $7.8M |
| Fiducient Advisors LLC | 0.97% | Reduce -8.9% | 30,199 | $7.8M |
| Gilman Hill Asset Management, LLC | 1.23% | Reduce -8.9% | 30,173 | $7.8M |
| Roundview Capital LLC | 0.48% | Add +4.1% | 30,165 | $7.8M |
| Westwood Holdings Group Inc. | 0.06% | Add +8.4% | 30,092 | $7.8M |
| Fiduciary Trust Co | 0.09% | Reduce -2.1% | 29,934 | $7.7M |
| BIP Wealth, LLC | 0.27% | Add +7.4% | 29,729 | $7.7M |
| Arkos Global Advisors | 0.98% | Reduce -0.4% | 29,656 | $7.7M |
| Sovereign Financial Group, Inc. | 1.36% | Add +0.4% | 29,616 | $7.6M |
| Texas Yale Capital Corp. | 0.23% | Add +18.3% | 29,612 | $7.6M |
| Colony Family Offices, LLC | 1.90% | Reduce -0.4% | 29,453 | $7.6M |
| Johnson Bixby & Associates, LLC | 0.94% | Reduce -12.1% | 29,436 | $7.6M |
| GreatBanc Trust CO | 5.31% | Add +1.1% | 29,229 | $7.5M |
| NavPoint Financial, Inc. | 3.22% | Add +1.1% | 29,184 | $7.5M |
| Logan Capital Management Inc. | 0.32% | No change | 29,176 | $7.5M |
| Sequoia Financial Advisors, LLC | 0.04% | Add +1.9% | 29,161 | $7.5M |
| Gill Capital Partners, LLC | 2.25% | Add +1.8% | 28,808 | $7.4M |
| Plus Group Wealth Advisors LLC | 8.23% | — | 28,778 | $7.4M |
| Prepared Retirement Institute LLC | 3.73% | Reduce -2.6% | 28,706 | $7.4M |
| Annex Advisory Services, LLC | 0.14% | Reduce -4.0% | 28,508 | $7.4M |
| Fifth Third Securities, Inc. | 0.48% | Add +1.1% | 28,248 | $7.3M |
| Duncan Williams Asset Management, LLC | 1.80% | Add +5.6% | 26,621 | $7.2M |
| Family Wealth Partners, LLC | 2.60% | Reduce -1.9% | 27,921 | $7.2M |
| Creekside Partners | 3.04% | Reduce -0.8% | 27,907 | $7.2M |
| Beacon Financial Planning, Inc. | 3.47% | Add +5.0% | 27,889 | $7.2M |
| BTG Pactual Asset Management US LLC | 0.80% | Add +3.4% | 30,244 | $7.2M |
| Arcadia Wealth Management, LLC | 2.66% | Add +12.2% | 27,675 | $7.1M |
| HighRoad Wealth Advisors, LLC | 6.81% | — | 27,633 | $7.1M |
| Webster Bank, N. A. | 0.67% | Reduce -1.9% | 27,566 | $7.1M |
| Rareview Capital LLC | 4.60% | Add +1.1% | 29,918 | $7.1M |
| Arcadia Investment Advisors LLC | 3.27% | Add +138.2% | 27,270 | $7.0M |
| Stratos Wealth Advisors, LLC | 0.34% | Reduce -10.3% | 27,002 | $7.0M |
| Peterson Wealth Advisors, LLC | 0.92% | Reduce -3.0% | 26,885 | $6.9M |
| First PREMIER Bank | 1.57% | Add +7.4% | 26,596 | $6.9M |
| Meeder Advisory Services, Inc. | 0.29% | Add +6.5% | 26,506 | $6.8M |
| Permanent Capital Management, LP | 1.33% | Reduce -59.5% | 26,423 | $6.8M |
| Capital Advisors Wealth Management, LLC | 0.92% | Add +0.6% | 26,221 | $6.8M |
| Sei Investments Co. | 0.01% | Add +41.0% | 25,974 | $6.7M |
| Greenhouse Wealth Management, LLC | 3.95% | Add +0.5% | 25,917 | $6.7M |
| Quaker Wealth Management, LLC | 2.11% | Add +2.1% | 25,820 | $6.7M |
| GAMCO Investors | 0.06% | Add +45.3% | 25,813 | $6.7M |
| Retirement Management Systems Inc. | 1.70% | — | 25,761 | $6.6M |
| Continuum Advisory, LLC | 0.66% | Reduce -3.3% | 25,653 | $6.6M |
| Snowden Capital Advisors LLC | 0.17% | Reduce -2.1% | 25,397 | $6.6M |
| Accredited Investors Inc. | 0.35% | Reduce -0.7% | 25,301 | $6.5M |
| Mackenzie Financial Corp. | 0.01% | Add +5.1% | 25,070 | $6.5M |
| Essex Financial Services, Inc. | 0.37% | Add +6.1% | 25,258 | $6.5M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.67% | Reduce -2.3% | 25,249 | $6.5M |
| Ruggaard & Associates LLC | 2.56% | Reduce -7.4% | 25,212 | $6.5M |
| REAP Financial Group, LLC | 1.32% | Add +11.4% | 25,138 | $6.5M |
| American Investment Services, Inc. | 1.49% | Reduce -3.3% | 24,957 | $6.4M |
| Pinnacle Financial Partners, Inc. | 0.05% | — | 24,855 | $6.4M |
| Mesirow Financial Investment Management, Inc. | 0.13% | Reduce -1.9% | 24,754 | $6.4M |
| Fifth Third Wealth Advisors LLC | 0.22% | Reduce -0.7% | 24,744 | $6.4M |
| Brightwater Advisory LLC | 4.31% | Reduce -0.2% | 24,719 | $6.4M |
| Family Investment Center, Inc. | 1.29% | Reduce -1.3% | 24,708 | $6.4M |
| Penney Financial, LLC | 2.45% | Add +6.7% | 24,650 | $6.4M |
| White Lighthouse Investment Management Inc. | 0.89% | Add +3.5% | 24,585 | $6.3M |
| Farrell Financial LLC | 3.73% | Add +0.6% | 24,512 | $6.3M |
| Franklin Resources Inc. | 0.00% | Add +16.7% | 24,448 | $6.3M |
| Atlantic Union Bankshares Corp | 0.12% | Add +7.2% | 24,408 | $6.3M |
| Jacobsen Capital Management | 2.04% | Add +5.1% | 24,155 | $6.2M |
| Harbour Investments, Inc. | 0.13% | Add +3.0% | 24,055 | $6.2M |
| Signal Tree Financial Partners LLC | 4.72% | Add +6.2% | 24,002 | $6.2M |
| Rialto Wealth Management, LLC | 1.48% | Reduce -0.4% | 23,983 | $6.2M |
| Cambridge Capital Management, LLC | 2.77% | Add +5.1% | 23,933 | $6.2M |
| Aptus Capital Advisors, LLC | 0.05% | Add +4.4% | 23,741 | $6.1M |
| Certified Advisory Corp | 0.56% | Add +2.4% | 23,728 | $6.1M |
| Aurelius Family Office LLC | 2.63% | Add +1.6% | 23,044 | $6.1M |
| Winthrop Partners - WNY, LLC | 3.27% | — | 23,544 | $6.1M |
| Sigma Planning Corp | 0.17% | Add +1.2% | 23,476 | $6.1M |
| Grove Bank & Trust | 0.68% | Add +0.3% | 23,406 | $6.0M |
| Kera Capital Partners, Inc. | 0.74% | Add +5.1% | 22,204 | $6.0M |
| May Hill Capital, LLC | 1.61% | Reduce -8.5% | 23,219 | $6.0M |
| Baron Silver Stevens Financial Advisors, LLC | 0.86% | Add +5.1% | 23,144 | $6.0M |
| NewCorp Financial Services, Inc. | 5.29% | — | 23,138 | $6.0M |
| Mill Creek Capital Advisors, LLC | 0.12% | Add +0.2% | 23,032 | $5.9M |
| Stonebridge Capital Advisors LLC | 0.41% | Add +2.3% | 22,954 | $5.9M |
| West Bancorporation Inc. | 3.09% | Add +0.9% | 22,844 | $5.9M |
| Walkner Condon Financial Advisors LLC | 0.82% | Add +2.4% | 22,795 | $5.9M |
| Evercore Wealth Management, LLC | 0.09% | Reduce -5.4% | 22,723 | $5.9M |
| Abacus Planning Group, Inc. | 0.78% | Reduce -0.4% | 22,722 | $5.9M |
| Commerce Bank | 0.03% | Add +1.1% | 22,611 | $5.8M |
| Pinnacle Financial Group, LLC / IL | 1.68% | Add +4.6% | 22,437 | $5.8M |
| Carter Financial, LLC | 5.07% | — | 22,289 | $5.7M |
| Cathy Pareto & Associates, Inc. | 3.98% | Reduce -0.8% | 22,231 | $5.7M |
| Frontier Asset Management, LLC | 1.32% | Reduce -1.2% | 22,142 | $5.7M |
| Cypress Wealth Services, LLC | 0.79% | Reduce -0.0% | 22,128 | $5.7M |
| Citigroup Inc. | 0.00% | Reduce -93.2% | 22,127 | $5.7M |
| Headinvest, LLC | 1.13% | Add +0.9% | 22,088 | $5.7M |
| RTD Financial Advisors, Inc. | 0.69% | Reduce -9.9% | 21,910 | $5.7M |
| Financial Insights, Inc. | 1.89% | Reduce -0.7% | 21,896 | $5.6M |
| CWA Asset Management Group, LLC | 0.20% | Add +0.2% | 21,876 | $5.6M |
| S.A. Mason LLC | 2.22% | Add +5.4% | 21,735 | $5.6M |
| Signature Estate & Investment Advisors LLC | 0.11% | Reduce -2.4% | 21,719 | $5.6M |
| Modern Wealth Management, LLC | 0.10% | Add +27.7% | 21,624 | $5.6M |
| Washington Trust Bank | 0.39% | Reduce -0.2% | 21,617 | $5.6M |
| Private Client Services, LLC | 1.74% | Add +18.2% | 21,566 | $5.6M |
| Ariston Services Group | 3.26% | Add +0.6% | 21,523 | $5.6M |
| Smith Partners Wealth Management, LLC | 5.11% | — | 21,519 | $5.6M |
| One Capital Management, LLC | 0.17% | Add +7.2% | 21,447 | $5.5M |
| McKinley Carter Wealth Services, Inc. | 0.31% | Reduce -2.6% | 21,415 | $5.5M |
| Condor Capital Management | 0.45% | Reduce -1.0% | 21,371 | $5.5M |
| McNaughton Wealth Management, LLC | 2.25% | Add +14.3% | 21,222 | $5.5M |
| GFS Advisors, LLC | 0.65% | No change | 21,175 | $5.5M |
| Stage Harbor Financial, LLC | 3.68% | Add +7.9% | 21,171 | $5.5M |
| Carr Financial Group Corp | 1.45% | Add +13.3% | 21,159 | $5.5M |
| Davidson Investment Advisors | 0.23% | Reduce -3.8% | 21,152 | $5.5M |
| Integrated Advisors Network LLC | 0.24% | Reduce -26.9% | 21,147 | $5.5M |
| Meridian Wealth Management, LLC | 0.19% | Reduce -0.5% | 21,837 | $5.5M |
| Meramec Financial Planners, LLC | 2.12% | — | 19,647 | $5.4M |
| Ausdal Financial Partners, Inc. | 0.25% | Reduce -4.5% | 21,104 | $5.4M |
| Arbor Wealth Management LLC\AZ | 4.24% | — | 21,100 | $5.4M |
| Newton One Investments LLC | 1.60% | Add +1.6% | 21,010 | $5.4M |
| Christine Messmer PC | 3.53% | — | 20,981 | $5.4M |
| Quest Investment Management LLC | 0.58% | Add +7.7% | 20,951 | $5.4M |
| Marathon Wealth Advisors LLC | 2.14% | — | 20,921 | $5.4M |
| SageView Advisory Group, LLC | 0.18% | Reduce -10.5% | 20,884 | $5.4M |
| Keystone Financial Group | 0.40% | Add +3.6% | 20,869 | $5.4M |
| Index Fund Advisors, Inc. | 0.25% | Reduce -2.0% | 20,829 | $5.4M |
| DAVENPORT & Co LLC | 0.03% | Add +2.2% | 20,739 | $5.3M |
| PW Nova Financial Services LLC | 2.01% | — | 20,340 | $5.3M |
| Pathway Financial Advisors LLC | 0.67% | Add +1.4% | 19,674 | $5.3M |
| XML Financial, LLC | 0.43% | Add +6.2% | 20,458 | $5.3M |
| Councilor Wealth, LLC | 2.47% | Add +0.7% | 20,294 | $5.2M |
| Waldron Private Wealth LLC | 0.21% | Add +0.1% | 20,187 | $5.2M |
| Advisory Services Network, LLC | 0.07% | Add +5.3% | 20,136 | $5.2M |
| Balanced Wealth Group LLC | 1.90% | Add +0.3% | 20,336 | $5.2M |
| First Heartland Consultants, Inc. | 0.39% | Reduce -1.0% | 20,032 | $5.2M |
| Parkside Financial Bank & Trust | 0.39% | Add +8.4% | 19,948 | $5.1M |
| Factor Wealth Management LTD | 1.10% | Add +19.2% | 19,817 | $5.1M |
| JMG Financial Group, Ltd. | 0.14% | Reduce -3.3% | 19,782 | $5.1M |
| Ti-Trust, Inc. | 3.15% | Add +0.1% | 19,768 | $5.1M |
| Root Financial Partners, LLC | 0.26% | Add +26.2% | 19,741 | $5.1M |
| Keyvantage Wealth, LLC | 2.18% | Reduce -9.3% | 19,729 | $5.1M |
| Cornerstone Wealth Management, LLC | 0.26% | Add +1.4% | 19,688 | $5.1M |
| Xcelsior Advisor Partners LLC | 2.46% | — | 19,639 | $5.1M |
| RFG Advisory, LLC | 0.10% | Add +10.1% | 19,617 | $5.1M |
| Bernardo Wealth Planning LLC | 0.96% | Reduce -1.9% | 19,548 | $5.0M |
| Compass Ion Advisors, LLC | 0.48% | Reduce -0.8% | 19,547 | $5.0M |
| Martel Wealth Advisors LLC | 0.86% | Add +1.3% | 19,422 | $5.0M |
| Addison Capital Co | 1.25% | Add +50.3% | 19,399 | $5.0M |
| Wilson & Boucher Capital Management, LLC | 3.28% | Reduce -1.5% | 19,372 | $5.0M |
| WASHINGTON TRUST Co | 0.16% | Add +0.0% | 19,364 | $5.0M |
| Valtinson Bruner Financial Planning LLC | 1.44% | Add +0.4% | 19,348 | $5.0M |
| Alongside, LLC | 1.65% | — | 19,312 | $5.0M |
| Box Hill Private Wealth LLC | 5.04% | — | 19,303 | $5.0M |
| Brand Asset Management Group, Inc. | 1.39% | Add +0.8% | 19,292 | $5.0M |
| Gleason Group, Inc. | 0.49% | Add +0.7% | 19,259 | $5.0M |
| LongView Wealth Management | 1.20% | Add +9.2% | 18,210 | $5.0M |
| American Alpha Advisors, LLC | 3.12% | Reduce -0.0% | 19,176 | $4.9M |
| First Hawaiian Bank | 0.66% | Add +7.9% | 19,148 | $4.9M |
| Freestone Capital Holdings, LLC | 0.15% | Reduce -7.7% | 19,143 | $4.9M |
| First Financial Corp. | 1.86% | Add +4.9% | 19,134 | $4.9M |
| Castellan Group | 0.62% | New | 19,118 | $4.9M |
| Cooke Wealth Management, LLC | 4.30% | — | 18,021 | $4.9M |
| Salomon & Ludwin, LLC | 0.43% | Add +0.1% | 18,537 | $4.9M |
| Belpointe Asset Management LLC | 0.18% | Add +11.6% | 18,986 | $4.9M |
| Frank, Rimerman Advisors LLC | 0.31% | Add +17.6% | 18,970 | $4.9M |
| Plancorp, LLC | 0.15% | No change | 18,901 | $4.9M |
| Manchester Capital Management LLC | 0.66% | Reduce -2.7% | 18,899 | $4.9M |
| Aspire Private Capital, LLC | 1.08% | Reduce -4.0% | 18,852 | $4.9M |
| Fishman Jay A Ltd. | 0.40% | Reduce -3.8% | 18,793 | $4.8M |
| Thayer Financial, L.L.C. | 5.10% | — | 18,698 | $4.8M |
| KFA Private Wealth Group, LLC | 1.17% | Add +29.7% | 18,677 | $4.8M |
| Chris Bulman Inc | 2.13% | Add +5.8% | 18,671 | $4.8M |
| Pictet North America Advisors SA | 0.45% | Reduce -2.9% | 18,364 | $4.7M |
| Ritholtz Wealth Management | 0.09% | Reduce -2.8% | 18,359 | $4.7M |
| Galvin, Gaustad & Stein, LLC | 0.37% | Reduce -6.8% | 18,356 | $4.7M |
| United Bank | 0.62% | No change | 18,310 | $4.7M |
| Claro Advisors Inc. | 0.64% | Add +3.6% | 18,261 | $4.7M |
| IFG Advisors, LLC | 0.78% | Add +1.6% | 18,161 | $4.7M |
| First Merchants Corp. | 0.17% | Reduce -6.5% | 18,155 | $4.7M |
| Lynch Asset Management, Inc. | 1.47% | No change | 18,100 | $4.7M |
| Endeavor Private Wealth, Inc. | 1.34% | Add +4.8% | 18,099 | $4.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 18,091 | $4.7M |
| Mokosak Advisory Group, LLC | 1.16% | Add +3.4% | 17,965 | $4.6M |
| Bay Harbor Wealth Management, LLC | 1.20% | Reduce -0.3% | 17,875 | $4.6M |
| Warner Financial, Inc. | 1.60% | Add +1.0% | 17,858 | $4.6M |
| Calamos Wealth Management LLC | 0.16% | No change | 17,855 | $4.6M |
| Arkadios Wealth Advisors | 0.09% | Add +91.3% | 17,835 | $4.6M |
| Courier Capital LLC | 0.26% | Add +0.7% | 17,829 | $4.6M |
| BridgePort Financial Solutions, LLC | 1.23% | Reduce -2.7% | 17,775 | $4.6M |
| One Day In July LLC | 0.38% | Add +1.6% | 17,696 | $4.6M |
| Veridan Wealth LLC | 1.53% | Add +1.2% | 17,670 | $4.6M |
| Krilogy Financial LLC | 0.15% | Add +18.1% | 16,569 | $4.5M |
| Allen Mooney & Barnes Investment Advisors LLC | 0.68% | Add +4.4% | 17,579 | $4.5M |
| Wealth Alliance, LLC | 0.44% | Reduce -2.3% | 17,540 | $4.5M |
| Barrett & Company, Inc. | 1.50% | Reduce -0.8% | 17,491 | $4.5M |
| Flow Traders U.S. LLC | 0.15% | Reduce -84.7% | 17,444 | $4.5M |
| Connable Office Inc. | 0.41% | Add +1.5% | 17,377 | $4.5M |
| IF Advisors, LLC | 3.63% | — | 17,326 | $4.5M |
| Wealth Science Advisors LLC | 2.57% | — | 17,270 | $4.5M |
| FinDec Wealth Services, Inc. | 4.77% | Reduce -5.3% | 17,260 | $4.5M |
| Laurel Oak Wealth Management, LLC | 0.75% | — | 17,254 | $4.5M |
| Causey Wealth LLC | 2.02% | Reduce -3.6% | 17,229 | $4.4M |
| Frazier Financial Advisors, LLC | 2.63% | Reduce -1.4% | 17,227 | $4.4M |
| Signaturefd, LLC | 0.07% | Reduce -2.2% | 17,202 | $4.4M |
| Cordoba Advisory Partners LLC | 1.09% | — | 17,043 | $4.4M |
| Balentine LLC | 0.17% | No change | 17,079 | $4.4M |
| Mgo One Seven LLC | 0.09% | Add +5.8% | 17,078 | $4.4M |
| MY Wealth Management Inc. | 3.83% | Reduce -0.8% | 17,052 | $4.4M |
| Robertson Stephens Wealth Management, LLC | 0.12% | Reduce -0.6% | 17,050 | $4.4M |
| Fort Point Capital Partners LLC | 0.53% | Add +4.2% | 15,899 | $4.4M |
| Hartmann Taylor Wealth Management, LLC | 2.96% | Add +3.3% | 16,990 | $4.4M |
| Washington Growth Strategies LLC | 2.83% | Reduce -0.7% | 16,951 | $4.4M |
| CoreCap Advisors, LLC | 0.15% | Reduce -2.3% | 16,886 | $4.4M |
| TFB Advisors LLC | 1.22% | Add +5.5% | 16,867 | $4.4M |
| CWS Financial Advisors, LLC | 1.18% | Reduce -1.7% | 16,863 | $4.3M |
| Optimist Retirement Group LLC | 1.99% | Add +0.2% | 16,826 | $4.3M |
| Prime Capital Investment Advisors, LLC | 0.05% | Add +1.9% | 16,821 | $4.3M |
| Jane Street Group, LLC | 0.01% | Add +7.5% | 16,802 | $4.3M |
| Mystic Asset Management, Inc. | 0.98% | Reduce -1.2% | 16,745 | $4.3M |
| Valeo Financial Advisors, LLC | 0.10% | Add +0.4% | 16,743 | $4.3M |
| Johnson Financial Group, Inc. | 0.16% | Reduce -6.4% | 16,620 | $4.3M |
| Mather Group, Llc. | 0.04% | Reduce -3.1% | 16,546 | $4.3M |
| Liberty Square Wealth Partners LLC | 1.22% | Reduce -15.7% | 16,516 | $4.3M |
| Thoroughbred Financial Services, LLC | 0.25% | Reduce -4.8% | 16,495 | $4.3M |
| Virtue Asset Management LLC | 3.45% | Reduce -1.1% | 16,441 | $4.2M |
| First United Bank & Trust | 1.35% | Add +15.5% | 16,343 | $4.2M |
| Larson Financial Group LLC | 0.14% | Reduce -3.3% | 16,314 | $4.2M |
| Magnus Financial Group LLC | 0.32% | Reduce -4.7% | 16,239 | $4.2M |
| BCS Wealth Management | 0.42% | Add +99.0% | 16,234 | $4.2M |
| GenTrust, LLC | 0.18% | Reduce -3.4% | 16,216 | $4.2M |
| Midwest Financial Partners Investments, Inc. | 2.32% | — | 16,167 | $4.2M |
| Evanson Asset Management, LLC | 0.23% | Add +9.8% | 16,165 | $4.2M |
| Independent Financial Group, LLC | 0.09% | Add +0.1% | 16,146 | $4.2M |
| Keybank National Association | 0.01% | Reduce -4.2% | 16,131 | $4.2M |
| Advisor OS, LLC | 0.33% | Add +5.2% | 16,055 | $4.1M |
| Financial Freedom, LLC | 2.05% | Reduce -1.4% | 16,039 | $4.1M |
| Mayport, LLC | 0.83% | Add +0.5% | 15,986 | $4.1M |
| PFG Advisors | 0.20% | Reduce -21.4% | 15,974 | $4.1M |
| Sagace Wealth Management LLC | 2.80% | Add +0.3% | 15,944 | $4.1M |
| Strategic Investment Solutions, Inc. | 0.98% | Add +28.3% | 15,753 | $4.1M |
| Beacon Bridge Wealth Partners, LLC | 1.34% | Add +0.3% | 15,680 | $4.0M |
| Nadler Financial Group, Inc. | 0.38% | Add +1.0% | 15,675 | $4.0M |
| Mittelman Wealth Management | 2.62% | Reduce -7.7% | 15,655 | $4.0M |
| Checchi Capital Advisers, LLC | 0.27% | Add +4.3% | 15,624 | $4.0M |
| Alpha Cubed Investments, LLC | 0.14% | Add +8.7% | 15,607 | $4.0M |
| AE Wealth Management LLC | 0.02% | Add +17.5% | 15,588 | $4.0M |
| Blueprint Investment Partners LLC | 0.43% | Add +0.7% | 15,551 | $4.0M |
| PCA Investment Advisory Services Inc. | 1.40% | Reduce -0.9% | 15,540 | $4.0M |
| Financial Advisory Partners, LLC | 1.13% | Add +1.2% | 15,498 | $4.0M |
| Fortis Capital Advisors, LLC | 0.59% | Add +10.8% | 15,452 | $4.0M |
| Hopwood Nicholas Hunter | 1.30% | — | 15,442 | $4.0M |
| Alpine Bank Wealth Management | 0.56% | Reduce -1.3% | 15,339 | $4.0M |
| waypoint wealth counsel | 1.45% | Reduce -3.6% | 15,304 | $3.9M |
| Destiny Wealth Partners, LLC | 0.45% | Reduce -0.7% | 14,389 | $3.9M |
| Kingsview Wealth Management, LLC | 0.06% | Add +18.4% | 15,247 | $3.9M |
| Cadent Capital Advisors, LLC | 1.04% | Add +1.1% | 15,207 | $3.9M |
| SBI Securities Co., Ltd. | 0.10% | Reduce -1.7% | 15,021 | $3.9M |
| Fidelis Capital Partners, LLC | 0.28% | Add +14.1% | 14,988 | $3.9M |
| Cordant, Inc. | 1.62% | Add +6.8% | 14,975 | $3.9M |
| Citadel Advisors | 0.00% | Add +367.9% | 14,904 | $3.8M |
| B. Riley Wealth Advisors, Inc. | 0.18% | Reduce -3.4% | 14,781 | $3.8M |
| Wedbush Securities Inc. | 0.11% | Add +99.1% | 14,672 | $3.8M |
| Sapient Capital LLC | 0.05% | Add +9.2% | 14,403 | $3.8M |
| Grandview Asset Management LLC | 1.03% | Reduce -6.3% | 14,515 | $3.7M |
| Indivisible Partners | 0.40% | — | 14,432 | $3.7M |
| Aegis Wealth Management LLC | 2.10% | Add +1.3% | 14,429 | $3.7M |
| Rathbones Group PLC | 0.01% | Add +1.5% | 14,411 | $3.7M |
| Greenwich Wealth Management LLC | 0.17% | Reduce -2.2% | 14,364 | $3.7M |
| Yoffe Investment Management, LLC | 4.72% | Add +0.0% | 14,338 | $3.7M |
| Petix & Botte Co | 0.83% | Add +0.4% | 14,268 | $3.7M |
| Great Point Wealth Advisors, LLC | 0.67% | Reduce -0.3% | 14,204 | $3.7M |
| Highland Capital Management, LLC | 0.18% | Add +1.9% | 14,198 | $3.7M |
| Farmers & Merchants Investments Inc. | 0.10% | Reduce -1.4% | 14,196 | $3.7M |
| Great Lakes Advisors, LLC | 0.03% | Reduce -0.2% | 14,192 | $3.7M |
| Mycio Wealth Partners, LLC | 0.76% | Add +0.3% | 14,190 | $3.7M |
| Refined Wealth Management | 2.46% | Add +0.5% | 14,167 | $3.7M |
| Apriem Advisors | 0.33% | Add +10.7% | 14,121 | $3.6M |
| M Holdings Securities, Inc. | 0.26% | New | 14,110 | $3.6M |
| Timmons Wealth Management, LLC | 3.57% | — | 14,082 | $3.6M |
| Columbia Asset Management | 0.65% | Add +15.1% | 14,066 | $3.6M |
| Monument Group Wealth Advisors, LLC | 1.97% | Reduce -4.7% | 13,980 | $3.6M |
| PAX Financial Group, LLC | 0.62% | Reduce -3.8% | 13,967 | $3.6M |
| Kirtland Hills Capital Management, LLC | 1.26% | Add +63.5% | 13,925 | $3.6M |
| Blueprint Financial Advisors LLC | 0.55% | Add +0.1% | 13,917 | $3.6M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.67% | Add +32.3% | 13,649 | $3.5M |
| Meridian Financial Advisors, LLC | 1.92% | Reduce -1.6% | 13,645 | $3.5M |
| Orrstown Financial Services Inc. | 0.58% | Add +8.3% | 13,559 | $3.5M |
| Acorn Wealth Advisors, LLC | 1.04% | Reduce -7.5% | 13,542 | $3.5M |
| General Partner, Inc. | 1.98% | Reduce -0.2% | 13,534 | $3.5M |
| Maripau Wealth Management LLC | 1.59% | Add +1.4% | 13,456 | $3.5M |
| Taylor & Morgan Wealth Management, LLC | 1.94% | Add +0.0% | 13,437 | $3.5M |
| Ironwood Investment Counsel, LLC | 0.48% | Reduce -3.6% | 13,405 | $3.5M |
| Minot DeBlois Advisors LLC | 3.10% | Reduce -0.6% | 13,382 | $3.5M |
| Atlas Legacy Advisors, LLC | 0.61% | Add +10.2% | 13,380 | $3.5M |
| Cassilly Financial Group LLC | 3.05% | — | 13,378 | $3.5M |
| Advisors Capital Management, LLC | 0.04% | Add +94.7% | 13,343 | $3.4M |
| Arwa LLC | 2.00% | — | 13,299 | $3.4M |
| IHT Wealth Management, LLC | 0.08% | Reduce -6.2% | 13,280 | $3.4M |
| Compass Planning Associates Inc | 2.36% | Add +27.4% | 13,235 | $3.4M |
| Tortoise Investment Management, LLC | 0.30% | Reduce -3.8% | 13,213 | $3.4M |
| jvl associates llc | 1.11% | Add +0.0% | 13,201 | $3.4M |
| Roble, Belko & Company, Inc | 0.45% | Reduce -3.7% | 13,168 | $3.4M |
| Glass Jacobson Investment Advisors llc | 1.22% | Reduce -11.4% | 13,115 | $3.4M |
| Stone Summit Wealth LLC | 0.92% | Add +7.3% | 13,099 | $3.4M |
| Ameritas Investment Partners, Inc. | 0.10% | Add +2.6% | 13,088 | $3.4M |
| Orin Green Financial, LLC | 1.35% | Reduce -4.7% | 13,074 | $3.4M |
| Gradient Capital Advisors, LLC | 0.87% | Reduce -2.0% | 13,037 | $3.4M |
| West Financial Advisors, LLC | 0.57% | Reduce -5.6% | 13,034 | $3.4M |
| Old North State Wealth Management, LLC | 1.58% | Add +0.6% | 13,005 | $3.4M |
| OneAscent Financial Services LLC | 0.31% | Reduce -76.2% | 12,973 | $3.3M |
| Beam Wealth Advisors, Inc. | 0.92% | Reduce -3.7% | 12,954 | $3.3M |
| VestGen Investment Management | 1.85% | Reduce -6.7% | 12,940 | $3.3M |
| Bragg Financial Advisors, Inc | 0.11% | Reduce -0.2% | 12,900 | $3.3M |
| Americana Partners, LLC | 0.09% | No change | 12,878 | $3.3M |
| Briggs Wealth Management, Inc | 3.54% | — | 12,777 | $3.3M |
| Objective Capital Management, LLC | 3.34% | Add +1.6% | 12,735 | $3.3M |
| Horizon Family Wealth, Inc. | 1.74% | Reduce -37.5% | 12,677 | $3.3M |
| Evermay Wealth Management LLC | 0.37% | Reduce -0.6% | 12,633 | $3.3M |
| Alesco Advisors, LLC, An ESL Co | 0.08% | Add +0.8% | 12,546 | $3.2M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 3.03% | — | 12,540 | $3.2M |
| Operose Advisors LLC | 0.75% | Add +182.8% | 12,521 | $3.2M |
| Coordinated Financial Services, Inc. | 1.88% | Add +2.3% | 12,519 | $3.2M |
| Cove Private Wealth, LLC | 0.97% | Add +2.1% | 12,517 | $3.2M |
| Creative Financial Designs Inc. | 0.20% | Add +12.8% | 12,507 | $3.2M |
| Edmond DE Rothschild Holding S.A. | 0.05% | No change | 12,500 | $3.2M |
| Family Capital Management, Inc. | 1.43% | Add +4.4% | 12,482 | $3.2M |
| N.E.W. Advisory Services LLC | 0.24% | Reduce -2.0% | 12,449 | $3.2M |
| Squire Investment Management Company, LLC | 0.97% | Add +8.8% | 12,438 | $3.2M |
| Wick Capital Partners, LLC | 0.57% | Reduce -2.4% | 12,391 | $3.2M |
| Narus Financial Partners, LLC | 0.87% | Reduce -6.8% | 12,276 | $3.2M |
| Farnam Financial LLC | 2.37% | Add +7.8% | 12,200 | $3.1M |
| Envision Financial LLC | 1.66% | Add +16.0% | 12,173 | $3.1M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.55% | Reduce -0.1% | 12,109 | $3.1M |
| Phillips Financial Management, LLC | 0.20% | Reduce -3.6% | 12,043 | $3.1M |
| Summit Wealth Partners, LLC | 0.57% | Reduce -12.2% | 12,041 | $3.1M |
| HighPoint Advisor Group LLC | 0.07% | New | 12,021 | $3.1M |
| Astoria Strategic Wealth, Inc. | 0.78% | Reduce -0.5% | 12,000 | $3.1M |
| Marble Harbor Investment Counsel, LLC | 0.33% | Add +0.3% | 11,994 | $3.1M |
| Strategic Equity Management | 1.05% | Add +965.8% | 11,969 | $3.1M |
| Boyd Wealth Management, LLC | 1.30% | Add +0.1% | 11,922 | $3.1M |
| Investment Advisory Group, LLC | 0.79% | Add +1.6% | 11,893 | $3.1M |
| Sax Wealth Advisors, LLC | 0.14% | Reduce -7.2% | 11,885 | $3.1M |
| Canvas Wealth Advisors, LLC | 0.52% | Reduce -0.2% | 11,873 | $3.1M |
| Scott & Selber, Inc. | 0.77% | Add +0.6% | 11,858 | $3.1M |
| Oxford Financial Group, LTD. LLC | 0.17% | Add +4.6% | 11,816 | $3.0M |
| Strategic Blueprint, LLC | 0.18% | Reduce -10.0% | 11,782 | $3.0M |
| Roth Financial Partners LLC | 1.00% | Reduce -0.8% | 11,770 | $3.0M |
| Tritonpoint Wealth, LLC | 0.31% | Add +0.0% | 11,768 | $3.0M |
| Axiom Financial Strategies, LLC | 1.27% | Reduce -19.1% | 11,701 | $3.0M |
| Strategic Family Wealth Counselors, L.L.C. | 0.68% | Add +4.3% | 11,065 | $3.0M |
| Founders Grove Wealth Partners, LLC | 0.68% | Add +0.9% | 11,643 | $3.0M |
| OpenArc Corporate Advisory, LLC | 0.05% | — | 11,636 | $3.0M |
| Hummer Financial Advisory Services Inc | 2.11% | Reduce -0.8% | 11,592 | $3.0M |
| Gibson Wealth Advisors LLC | 2.04% | Reduce -1.1% | 11,561 | $3.0M |
| Rebalance, LLC | 0.17% | Reduce -0.0% | 11,547 | $3.0M |
| BOS Asset Management, LLC | 0.80% | No change | 11,517 | $3.0M |
| Silver Oak Securities, Incorporated | 0.20% | Add +2.9% | 11,378 | $3.0M |
| McNamara Financial Services, Inc. | 0.56% | Reduce -59.2% | 11,485 | $3.0M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Add +1060.1% | 11,427 | $2.9M |
| New England Private Wealth Advisors LLC | 0.37% | Add +1.0% | 11,418 | $2.9M |
| SOL Capital Management CO | 0.26% | Reduce -1.1% | 11,382 | $2.9M |
| Pacific Financial Group Inc. | 1.63% | Add +1084.9% | 11,375 | $2.9M |
| Brookwood Investment Group LLC | 0.35% | Reduce -0.4% | 11,340 | $2.9M |
| Wilmington Savings Fund Society, FSB | 0.07% | Add +5.7% | 11,295 | $2.9M |
| Baron Financial Group, LLC | 1.56% | Add +2.3% | 11,272 | $2.9M |
| Smith, Moore & Co. | 0.22% | Add +4.6% | 11,244 | $2.9M |
| Pitcairn Wealth Advisors LLC | 0.26% | — | 11,227 | $2.9M |
| Scotia Capital Inc. | 0.01% | Reduce -0.4% | 11,181 | $2.9M |
| Paragon Capital Management Inc. | 2.23% | Reduce -13.3% | 11,176 | $2.9M |
| Columbia River Financial Group, LLC | 1.76% | Reduce -0.6% | 11,135 | $2.9M |
| SkyOak Wealth, LLC | 0.52% | Add +0.3% | 11,124 | $2.9M |
| Pension & Wealth Management Advisors, Inc. | 0.85% | Reduce -9.5% | 11,115 | $2.9M |
| Graves Light Lenhart Wealth, Inc. | 0.30% | Add +1.3% | 11,070 | $2.9M |
| Allegheny Financial Group | 0.42% | Add +50.0% | 11,062 | $2.9M |
| Michelson Medical Research Foundation, Inc. | 2.85% | No change | 11,010 | $2.8M |
| JFS Wealth Advisors, LLC | 0.16% | Add +0.3% | 10,875 | $2.8M |
| Kelleher Financial Advisors | 0.65% | Add +5.3% | 10,854 | $2.8M |
| Parker Financial LLC | 1.13% | Add +0.7% | 10,828 | $2.8M |
| Financial Planning Fort Collins, LLC | 2.45% | — | 10,801 | $2.8M |
| Align Financial, LLC | 1.61% | — | 2,780,701 | $2.8M |
| Welch & Forbes LLC | 0.03% | Reduce -6.9% | 10,754 | $2.8M |
| Encompass Wealth Advisors, LLC | 0.94% | Add +0.7% | 10,749 | $2.8M |
| Legacy Advisors, LLC | 0.30% | Add +10.9% | 10,691 | $2.8M |
| Investment Research & Advisory Group, Inc. | 0.91% | Add +2.3% | 10,670 | $2.8M |
| Washington Trust Advisors, Inc. | 0.21% | Add +0.8% | 10,666 | $2.8M |
| Octavia Wealth Advisors, LLC | 0.26% | Reduce -3.4% | 10,657 | $2.7M |
| Security Financial Services, INC. | 0.43% | Reduce -0.3% | 10,638 | $2.7M |
| Diversified Trust Co. | 0.05% | Add +4.2% | 10,635 | $2.7M |
| Northstar Financial Companies, Inc. | 2.17% | Reduce -7.2% | 10,586 | $2.7M |
| Westside Investment Management, Inc. | 0.44% | Add +16.4% | 10,550 | $2.7M |
| Argent Trust Co | 0.09% | Add +14.3% | 10,572 | $2.7M |
| BTC Capital Management, Inc. | 0.19% | No change | 10,526 | $2.7M |
| Klingman & Associates, LLC | 0.13% | Reduce -1.8% | 10,497 | $2.7M |
| Intrinsic Value Partners, LLC | 2.03% | Add +11.2% | 10,485 | $2.7M |
| Viewpoint Capital Management LLC | 1.17% | No change | 10,453 | $2.7M |
| Topel & Distasi Wealth Management, LLC | 1.32% | Add +0.1% | 10,446 | $2.7M |
| Capital Analysts, LLC | 0.07% | Add +4.7% | 10,384 | $2.7M |
| Performance Wealth Partners, LLC | 0.07% | Reduce -3.0% | 10,357 | $2.7M |
| Greenup Street Wealth Management LLC | 0.39% | Add +4.2% | 10,354 | $2.7M |
| Foundations Investment Advisors, LLC | 0.04% | Reduce -5.1% | 10,351 | $2.7M |
| Regal Investment Advisors LLC | 0.16% | Reduce -8.7% | 10,317 | $2.7M |
| Vontobel Holding Ltd. | 0.01% | Reduce -2.8% | 10,290 | $2.7M |
| Stock Yards Bank & Trust Co. | 0.08% | Reduce -0.5% | 10,252 | $2.6M |
| SOA Wealth Advisors, LLC. | 0.43% | Reduce -0.8% | 10,139 | $2.6M |
| Moneywise, Inc. | 1.09% | Add +115.8% | 10,122 | $2.6M |
| Columbus Macro, LLC | 0.28% | Add +3.5% | 10,068 | $2.6M |
| SVB Wealth LLC | 0.15% | Add +0.1% | 10,026 | $2.6M |
| Heritage Trust Co | 0.26% | Reduce -24.9% | 9,993 | $2.6M |
| Tanager Wealth Management LLP | 0.26% | Reduce -6.0% | 9,962 | $2.6M |
| Red Crane Wealth Management, LLC | 2.10% | Reduce -1.1% | 9,954 | $2.6M |
| Goelzer Investment Management, Inc. | 0.12% | Reduce -4.8% | 9,954 | $2.6M |
| TFC Financial Management, Inc. | 0.32% | Add +1.0% | 9,926 | $2.6M |
| City State Bank | 0.70% | Add +5.2% | 9,912 | $2.6M |
| Rhumbline Advisers | 0.00% | New | 9,875 | $2.5M |
| Joseph P. Lucia & Associates, LLC | 0.91% | Reduce -3.0% | 9,801 | $2.5M |
| Retirement Planning Group, LLC | 0.08% | Reduce -19.6% | 9,799 | $2.5M |
| Capital Investment Advisors, LLC | 0.04% | Add +24.2% | 9,787 | $2.5M |
| Radnor Capital Management, LLC | 0.37% | Reduce -12.2% | 9,772 | $2.5M |
| Legacy Edge Advisors, LLC | 0.28% | Add +1.4% | 9,769 | $2.5M |
| Soltis Investment Advisors LLC | 0.17% | Add +1.5% | 9,762 | $2.5M |
| First Citizens Bank & Trust Co. | 0.05% | Add +58.5% | 9,743 | $2.5M |
| Focus Financial Network, Inc. | 0.09% | Add +8.4% | 9,728 | $2.5M |
| Blue Trust, Inc. | 0.03% | Add +7.3% | 9,699 | $2.5M |
| SWP Financial LLC | 1.25% | Reduce -1.8% | 9,692 | $2.5M |
| Brighton Securities Corp. | 1.23% | Add +31.9% | 9,676 | $2.5M |
| Osbon Capital Management LLC | 2.34% | — | 9,675 | $2.5M |
| Principle Wealth Partners LLC | 0.14% | Add +0.5% | 9,673 | $2.5M |
| McCollum Christoferson Group LLC | 0.72% | Add +47.3% | 9,653 | $2.5M |
| Parsons Capital Management Inc. | 0.14% | Reduce -9.0% | 9,652 | $2.5M |
| Optas, LLC | 0.39% | Reduce -26.6% | 9,625 | $2.5M |
| Fairway Wealth LLC | 0.66% | Add +0.7% | 9,542 | $2.5M |
| Zhang Financial LLC | 0.09% | Add +1.6% | 9,501 | $2.5M |
| Elevated Capital Advisors, LLC | 0.57% | Reduce -1.9% | 9,414 | $2.4M |
| Strategies Wealth Advisors, LLC | 0.24% | Add +0.0% | 9,386 | $2.4M |
| CGN Advisors LLC | 0.19% | Reduce -0.4% | 9,383 | $2.4M |
| Gladstone Institutional Advisory LLC | 0.09% | Add +7.0% | 9,380 | $2.4M |
| Elevation Point Wealth Partners, LLC | 0.12% | Add +1085.1% | 9,374 | $2.4M |
| MassMutual Private Wealth & Trust, FSB | 0.06% | Reduce -0.2% | 9,360 | $2.4M |
| Guardian Wealth Advisors, LLC / NC | 0.15% | Add +3.4% | 9,319 | $2.4M |
| Simmons Bank | 0.16% | Add +7.9% | 9,317 | $2.4M |
| MIdWestOne Financial Group, Inc. | 0.27% | Add +0.3% | 9,311 | $2.4M |
| Moneco Advisors, LLC | 0.19% | Reduce -3.2% | 9,247 | $2.4M |
| Moisand Fitzgerald Tamayo, LLC | 0.27% | Reduce -1.9% | 9,244 | $2.4M |
| Bailard, Inc. | 0.05% | Reduce -73.6% | 9,233 | $2.4M |
| Argonautica Private Wealth Management, Inc. | 0.70% | Reduce -5.6% | 9,221 | $2.4M |
| Fiduciary Family Office, LLC | 0.68% | Reduce -6.6% | 9,201 | $2.4M |
| Motley Fool Wealth Management, LLC | 0.18% | Add +60.2% | 9,199 | $2.4M |
| Cornerstone Advisors Asset Management, LLC | 0.39% | Add +0.4% | 9,197 | $2.4M |
| Holos Integrated Wealth LLC | 1.32% | Reduce -3.6% | 9,044 | $2.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.28% | Add +1.4% | 9,146 | $2.4M |
| Wealthspan Partners, LLC | 0.86% | Reduce -1.3% | 9,127 | $2.4M |
| Conning Inc. | 0.08% | No change | 9,084 | $2.3M |
| Cranbrook Wealth Management, LLC | 0.46% | Reduce -8.8% | 9,083 | $2.3M |
| Western Wealth Management, LLC | 0.11% | Add +85.8% | 9,079 | $2.3M |
| Winter & Associates, Inc. | 2.15% | — | 9,014 | $2.3M |
| Summit Wealth & Retirement Planning, Inc. | 0.55% | Reduce -2.7% | 8,994 | $2.3M |
| Infinity Wealth Counsel, LLC | 2.11% | Add +0.5% | 8,974 | $2.3M |
| Fortitude Family Office, LLC | 0.54% | Reduce -2.4% | 8,974 | $2.3M |
| Onyx Bridge Wealth Group LLC | 0.25% | Reduce -1.3% | 8,967 | $2.3M |
| Waters Parkerson & Co., LLC | 0.11% | Add +1.8% | 8,926 | $2.3M |
| Storen Legacy Partners, LLC | 0.72% | — | 8,853 | $2.3M |
| DecisionPoint Financial, LLC | 0.50% | Add +1.5% | 8,851 | $2.3M |
| Dorsey & Whitney Trust CO LLC | 0.12% | Reduce -0.5% | 8,847 | $2.3M |
| Simplicity Wealth,LLC | 0.14% | Add +32.1% | 8,809 | $2.3M |
| Mitchell Sinkler & Starr | 1.03% | Reduce -3.8% | 8,799 | $2.3M |
| Gallagher Capital Advisors, LLC | 1.46% | New | 7,676 | $2.3M |
| Peoples Financial Services Corp. | 1.05% | Reduce -5.9% | 8,724 | $2.3M |
| Elser Financial Planning, Inc | 1.62% | Reduce -14.9% | 8,681 | $2.2M |
| Hohimer Wealth Management, LLC | 0.30% | Add +0.4% | 8,670 | $2.2M |
| BCS Private Wealth Management, Inc. | 0.75% | Reduce -0.7% | 8,529 | $2.2M |
| Cypress Point Wealth Management, LLC | 0.48% | No change | 8,500 | $2.2M |
| Cary Street Partners Investment Advisory LLC | 0.59% | Add +3204.7% | 8,493 | $2.2M |
| Pine Valley Investments Ltd Liability Co | 0.11% | Reduce -2.9% | 8,438 | $2.2M |
| Boston Research & Management Inc. | 0.50% | Reduce -15.9% | 8,405 | $2.2M |
| Level Financial Advisors | 0.57% | Add +15.2% | 8,402 | $2.2M |
| Revolve Wealth Partners, LLC | 0.25% | Reduce -5.9% | 8,396 | $2.2M |
| Life Planning Partners, Inc | 1.66% | Reduce -19.2% | 8,381 | $2.2M |
| Beaumont Financial Advisors, LLC | 0.14% | Add +33.8% | 8,319 | $2.1M |
| PFG Investments, LLC | 0.10% | Add +0.8% | 8,311 | $2.1M |
| Main Street Financial Solutions, LLC | 0.16% | Reduce -7.2% | 8,299 | $2.1M |
| Eclectic Associates Inc. | 0.33% | Add +1.7% | 8,266 | $2.1M |
| Debussy Capital Management LP | 0.29% | Reduce -4.4% | 8,224 | $2.1M |
| Beaird Harris Wealth Management, LLC | 0.15% | Add +0.5% | 8,202 | $2.1M |
| Evoke Wealth, LLC | 0.04% | Reduce -23.8% | 8,170 | $2.1M |
| Morton Brown Family Wealth, LLC | 0.57% | Reduce -0.6% | 8,166 | $2.1M |
| First American Bank | 0.13% | Add +3.3% | 8,156 | $2.1M |
| TPG Financial Advisors, LLC | 0.70% | Add +3.1% | 8,153 | $2.1M |
| Schneider Downs Wealth Management Advisors, LP | 0.24% | Add +2.2% | 8,147 | $2.1M |
| Noble Wealth Management PBC | 1.05% | Reduce -1.6% | 8,133 | $2.1M |
| Blom & Howell Financial Planning, Inc. | 2.05% | — | 8,010 | $2.1M |
| MidAtlantic Capital Management, Inc. | 1.32% | Add +1.0% | 8,006 | $2.1M |
| First National Bank of Omaha | 0.06% | Add +10.5% | 7,980 | $2.1M |
| Bearing Point Capital, LLC | 0.32% | Add +45.9% | 7,955 | $2.1M |
| McCarter Private Wealth Services LLC | 0.92% | Add +45.3% | 7,942 | $2.0M |
| Essex Bank | 0.44% | Add +4.8% | 7,942 | $2.0M |
| FDx Advisors, Inc. | 1.04% | Reduce -0.7% | 7,938 | $2.0M |
| MADDEN SECURITIES Corp | 0.62% | Reduce -0.7% | 7,918 | $2.0M |
| Canal Capital Management, LLC | 0.29% | Add +1.2% | 7,915 | $2.0M |
| Affinity Capital Advisors, LLC | 0.28% | Add +0.1% | 7,913 | $2.0M |
| SeaCrest Wealth Management, LLC | 0.21% | Reduce -1.1% | 7,610 | $2.0M |
| O'Connor Financial Group LLC | 0.81% | Add +0.5% | 7,353 | $2.0M |
| GW&K Investment Management, LLC | 0.02% | Add +33.7% | 7,824 | $2.0M |
| Callan Family Office, LLC | 0.04% | New | 7,773 | $2.0M |
| United Financial Planning Group LLC | 1.21% | Reduce -10.4% | 7,759 | $2.0M |
| Mountain Hill Investment Partners Corp. | 1.43% | Add +1.5% | 7,756 | $2.0M |
| Neuberger Berman Group LLC | 0.00% | Reduce -55.9% | 7,753 | $2.0M |
| Kovack Advisors, Inc. | 0.09% | Add +78.0% | 7,724 | $2.0M |
| TCI Wealth Advisors, Inc. | 0.11% | Add +11.2% | 7,698 | $2.0M |
| Market Street Wealth Management Advisors LLC | 0.31% | Reduce -12.7% | 7,683 | $2.0M |
| Aaron Wealth Advisors LLC | 0.11% | Add +17.8% | 7,648 | $2.0M |
| Financial Planning Hawaii, Inc. | 1.14% | — | 7,638 | $2.0M |
| Peak Asset Management, LLC | 0.33% | Reduce -0.3% | 7,624 | $2.0M |
| Pennsylvania Capital Management Inc. | 0.54% | Add +1.9% | 7,617 | $2.0M |
| Valley Forge Investment Consultants Inc. Adv | 0.57% | Add +0.9% | 7,592 | $2.0M |
| Ironwood Financial, llc | 0.33% | Add +10.3% | 7,194 | $2.0M |
| Sierra Capital LLC | 0.21% | No change | 7,550 | $1.9M |
| Lord & Richards Wealth Management, LLC | 1.67% | Add +56.6% | 7,535 | $1.9M |
| Advocate Group LLC | 0.31% | Add +1.3% | 7,501 | $1.9M |
| Vigilare Wealth Management | 0.65% | Reduce -87.0% | 7,493 | $1.9M |
| Howland Capital Management LLC | 0.07% | No change | 7,456 | $1.9M |
| Hunter Associates Investment Management LLC | 0.26% | Reduce -3.0% | 7,354 | $1.9M |
| Embree Financial Group | 0.24% | Reduce -4.2% | 7,431 | $1.9M |
| Berger Financial Group, Inc | 0.11% | Reduce -3.3% | 7,427 | $1.9M |
| AssuredPartners Investment Advisors, LLC | 0.28% | Add +313.0% | 7,421 | $1.9M |
| Sfm, LLC | 1.12% | Reduce -3.6% | 7,420 | $1.9M |
| Gryphon Financial Partners LLC | 0.20% | Add +6.8% | 7,365 | $1.9M |
| New England Asset Management Inc. | 0.26% | No change | 7,340 | $1.9M |
| Cahill Financial Advisors Inc. | 0.21% | Reduce -3.5% | 7,334 | $1.9M |
| Anderson Hoagland & Co. | 0.16% | Reduce -1.3% | 7,331 | $1.9M |
| Bridgewealth Advisory Group, LLC | 0.42% | Reduce -38.7% | 7,328 | $1.9M |
| Maryland Capital Advisors Inc. | 0.64% | Reduce -2.7% | 7,326 | $1.9M |
| Rockbridge Investment Management, LCC | 0.18% | Reduce -3.5% | 7,318 | $1.9M |
| Planwiser Financial, LLC | 1.40% | Add +12.5% | 6,782 | $1.9M |
| Private Wealth Advisors, LLC | 0.67% | Reduce -13.6% | 7,257 | $1.9M |
| Pioneer Wealth Management Group | 0.57% | Reduce -4.4% | 7,224 | $1.9M |
| Tarbox Family Office, Inc. | 0.30% | Reduce -4.1% | 7,212 | $1.9M |
| Opulen Financial Group LLC | 1.34% | Add +5.0% | 7,155 | $1.8M |
| Duncker Streett & Co. Inc. | 0.33% | Reduce -6.0% | 7,153 | $1.8M |
| Wells Financial Advisors INC | 3.50% | Reduce -27.0% | 7,139 | $1.8M |
| Sagespring Wealth Partners, LLC | 0.03% | Add +2.3% | 7,138 | $1.8M |
| Summit Investment Advisory Services, LLC | 0.69% | Add +0.8% | 7,135 | $1.8M |
| Gainplan LLC | 0.69% | Add +2.8% | 7,133 | $1.8M |
| 21 West Wealth Management LLC | 1.68% | Add +0.5% | 7,115 | $1.8M |
| Tillman Hartley LLC | 0.46% | No change | 7,113 | $1.8M |
| Manuka Financial, LLC | 1.14% | Reduce -0.9% | 7,113 | $1.8M |
| Dala Group, LLC | 1.58% | — | 7,057 | $1.8M |
| Sowell Financial Services LLC | 0.07% | Reduce -77.6% | 7,053 | $1.8M |
| GC Wealth Management RIA, LLC | 0.07% | Reduce -39.1% | 7,050 | $1.8M |
| Dimension Capital Management LLC | 0.25% | No change | 7,032 | $1.8M |
| Traveka Wealth, LLC | 0.74% | Add +0.2% | 7,028 | $1.8M |
| Flputnam Investment Management Co. | 0.03% | Add +22.5% | 7,002 | $1.8M |
| Strategic Advisory Partners, LLC | 1.50% | — | 6,996 | $1.8M |
| Wiser Advisor Group LLC | 2.06% | Reduce -0.7% | 6,984 | $1.8M |
| Verus Capital Partners, LLC | 0.12% | Reduce -1.3% | 6,970 | $1.8M |
| Hilltop Holdings Inc. | 0.11% | Add +2.9% | 6,969 | $1.8M |
| Highline Wealth Partners LLC | 0.50% | Reduce -3.0% | 6,954 | $1.8M |
| Retirement Planning Co of New England, Inc. | 0.72% | Reduce -0.5% | 6,953 | $1.8M |
| Modus Advisors, LLC | 0.47% | Reduce -27.3% | 6,947 | $1.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.21% | Reduce -28.4% | 6,944 | $1.8M |
| 2UniFi Bank | 0.85% | Add +10.0% | 6,936 | $1.8M |
| Tred Avon Family Wealth, LLC | 0.58% | Reduce -2.2% | 6,924 | $1.8M |
| Perennial Investment Advisors, LLC | 0.14% | Reduce -4.2% | 6,894 | $1.8M |
| LifePlan Investment Advisors, Inc. | 0.72% | Add +12.6% | 6,870 | $1.8M |
| Integrity Alliance, Llc. | 0.06% | Add +86.0% | 6,866 | $1.8M |
| Clarity Capital Advisors, LLC | 0.88% | Reduce -0.3% | 6,855 | $1.8M |
| Lake Street Private Wealth, LLC | 0.22% | Add +290.7% | 6,821 | $1.8M |
| Flagstar Securities, Inc. | 0.59% | Reduce -3.3% | 6,805 | $1.8M |
| STAR Financial Bank | 0.89% | Reduce -8.9% | 6,787 | $1.8M |
| Sachem Hill LLC | 0.34% | Reduce -1.6% | 6,767 | $1.7M |
| Ofc Financial Planning, LLC | 1.66% | Add +8.2% | 6,759 | $1.7M |
| Cibc World Market Inc. | 0.00% | Reduce -10.7% | 6,755 | $1.7M |
| Sightline Wealth Advisors, LLC | 0.74% | Add +5.5% | 6,744 | $1.7M |
| Investment Partners, LTD. | 0.61% | Add +1.9% | 6,732 | $1.7M |
| Partners in Financial Planning | 0.29% | Reduce -1.6% | 6,702 | $1.7M |
| Fearless Solutions, LLC dba Best Invest | 1.05% | Reduce -0.8% | 6,700 | $1.7M |
| Collective Family Office LLC | 0.40% | Reduce -9.4% | 6,699 | $1.7M |
| ATX Financial Planning, LLC | 1.33% | — | 6,688 | $1.7M |
| Steffes Financial, Ltd. | 0.90% | — | 6,684 | $1.7M |
| Lowe Brockenbrough & Co. Inc. | 0.08% | Reduce -0.9% | 6,641 | $1.7M |
| Carl P. Sherr & Co., LLC | 0.76% | Add +11.8% | 6,345 | $1.7M |
| Guardsman Private Capital Management, Inc. | 1.36% | — | 6,619 | $1.7M |
| Sovran Advisors, LLC | 0.14% | Add +29.4% | 6,175 | $1.7M |
| Gray Private Wealth, LLC | 0.83% | Reduce -2.7% | 6,597 | $1.7M |
| Anchor Investment Management, LLC | 0.14% | Add +0.2% | 6,592 | $1.7M |
| Marquette Asset Management, LLC | 0.25% | Reduce -0.9% | 6,580 | $1.7M |
| Sunburst Financial Group, LLC | 0.34% | Add +1.3% | 6,578 | $1.7M |
| Canandaigua National Trust Co of Florida | 1.06% | Add +3.0% | 6,577 | $1.7M |
| Deutsche Bank AG | 0.00% | Reduce -1.9% | 6,567 | $1.7M |
| Private Trust Co. NA | 0.15% | Add +7.6% | 6,564 | $1.7M |
| SFG Wealth Management, LLC. | 0.67% | Add +12.7% | 6,564 | $1.7M |
| Retirement Guys Formula LLC | 0.77% | Add +11.3% | 6,626 | $1.7M |
| Trust Co. of Vermont | 0.07% | Reduce -22.3% | 6,515 | $1.7M |
| Nicolet Bankshares Inc. | 0.27% | Add +29.1% | 6,498 | $1.7M |
| Mission Creek Capital Partners, Inc. | 0.34% | Add +53.0% | 6,480 | $1.7M |
| Pacific Sun Financial Corp | 0.80% | Reduce -2.7% | 6,478 | $1.7M |
| Opus Financial Solutions LLC | 1.58% | — | 6,473 | $1.7M |
| Camelot Portfolios, LLC | 1.03% | Reduce -19.3% | 6,461 | $1.7M |
| Lavelle Capital LP | 1.05% | — | 6,446 | $1.7M |
| Kitching Partners, LLC | 1.52% | Add +292.1% | 6,430 | $1.7M |
| Silvercrest Asset Management Group LLC | 0.01% | Add +173.8% | 6,424 | $1.7M |
| Patron Partners, LLC | 0.74% | Reduce -0.2% | 6,419 | $1.7M |
| KCM Investment Advisors LLC | 0.05% | Add +11.7% | 6,408 | $1.7M |
| Ascent Group, LLC | 0.06% | Reduce -12.5% | 6,400 | $1.7M |
| Meridian Investment Counsel Inc. | 0.40% | Add +12.8% | 6,397 | $1.7M |
| SigFig Wealth Management, LLC | 0.05% | Reduce -6.3% | 6,386 | $1.6M |
| Diversify Advisory Services, LLC | 0.05% | Add +93.1% | 5,963 | $1.6M |
| Bell Investment Advisors, Inc | 0.26% | Add +0.1% | 6,362 | $1.6M |
| Hall Capital Management Co. Inc. | 0.63% | Add +5.2% | 6,357 | $1.6M |
| Compass Financial Group, INC | 0.23% | Reduce -0.7% | 6,356 | $1.6M |
| Jeppson Wealth Management, LLC | 0.52% | Add +0.8% | 6,343 | $1.6M |
| Seven Springs Wealth Group, LLC | 0.48% | No change | 6,334 | $1.6M |
| HCR Wealth Advisors | 0.16% | Add +517.4% | 6,328 | $1.6M |
| Tompkins Financial Corp. | 0.13% | Add +3.5% | 6,326 | $1.6M |
| Lanark Financial, Inc. | 0.12% | Add +0.1% | 6,322 | $1.6M |
| High Net Worth Advisory Group LLC | 0.38% | Add +9.8% | 6,311 | $1.6M |
| Lee Financial Co | 0.22% | Reduce -0.0% | 6,290 | $1.6M |
| Traynor Capital Management, Inc. | 0.09% | Reduce -11.2% | 6,279 | $1.6M |
| Global Wealth Management Investment Advisory, Inc. | 0.26% | Add +1.4% | 6,267 | $1.6M |
| S&T Bank | 0.51% | Add +4.0% | 6,239 | $1.6M |
| Greenleaf Trust | 0.01% | Add +8.4% | 6,238 | $1.6M |
| Clear Creek Financial Management, LLC | 0.13% | Add +3.8% | 6,235 | $1.6M |
| USAdvisors Wealth Management, LLC | 0.53% | Reduce -1.5% | 6,220 | $1.6M |
| Westover Capital Advisors, LLC | 0.29% | Add +2.8% | 6,214 | $1.6M |
| AlTi Global, Inc. | 0.03% | Add +4.8% | 6,190 | $1.6M |
| Revisor Wealth Management LLC | 0.42% | Add +48.9% | 5,844 | $1.6M |
| DMKC Advisory Services, LLC | 0.70% | Add +14.5% | 6,146 | $1.6M |
| Strategic Wealth Advisors LLC | 1.35% | — | 6,133 | $1.6M |
| Romano Brothers and Company | 0.18% | Reduce -1.0% | 6,132 | $1.6M |
| Capital City Trust Co. | 0.35% | Add +18.0% | 6,119 | $1.6M |
| New Covenant Trust Company, N.A. | 1.42% | No change | 6,006 | $1.6M |
| Berkeley Capital Partners, LLC | 0.37% | Add +0.2% | 6,062 | $1.6M |
| Transcend Capital Advisors, LLC | 0.12% | Reduce -47.6% | 6,041 | $1.6M |
| Clifford Swan Investment Counsel LLC | 0.05% | Add +0.8% | 6,029 | $1.6M |
| Everhart Financial Group, Inc. | 0.14% | Add +11.0% | 6,018 | $1.6M |
| MorganRosel Wealth Management, LLC | 0.39% | Add +8.3% | 6,016 | $1.6M |
| C M Bidwell & Associates Ltd. | 0.73% | Add +0.6% | 6,015 | $1.6M |
| Trivium Point Advisory, LLC | 0.16% | Reduce -0.4% | 6,010 | $1.6M |
| Madden Advisory Services, Inc. | 0.62% | Add +0.7% | 6,009 | $1.5M |
| Calder Financial LLC | 1.52% | — | 6,007 | $1.5M |
| Wisconsin Wealth Advisors, LLC | 1.51% | Reduce -0.1% | 5,983 | $1.5M |
| Aberdeen Wealth Management LLC | 0.71% | New | 5,981 | $1.5M |
| Williams Jones Wealth Management, LLC. | 0.02% | Add +0.7% | 5,961 | $1.5M |
| Schrum Private Wealth Management LLC | 1.13% | Reduce -2.6% | 5,946 | $1.5M |
| Cornerstone Wealth Advisors, Inc. | 0.35% | Add +2.7% | 5,918 | $1.5M |
| Fulton Bank, N.A. | 0.05% | Add +4.4% | 5,912 | $1.5M |
| Kendall Capital Management | 0.32% | No change | 5,910 | $1.5M |
| Muirfield Wealth Advisors LLC | 1.11% | Reduce -3.7% | 5,886 | $1.5M |
| Cascade Financial Partners, LLC | 0.15% | No change | 5,880 | $1.5M |
| Capital Squared Financial LLC | 1.18% | Add +4.1% | 5,864 | $1.5M |
| Dogwood Wealth Management LLC | 0.67% | Reduce -0.0% | 5,863 | $1.5M |
| Colonial Trust Co / SC | 0.20% | Reduce -1.9% | 5,832 | $1.5M |
| Rockwood Wealth Management, LLC | 0.11% | Add +0.6% | 5,829 | $1.5M |
| Independence Bank of Kentucky | 0.19% | Add +2.1% | 5,792 | $1.5M |
| Peak Retirement Planning, Inc. | 0.35% | Add +70.2% | 5,782 | $1.5M |
| Spire Wealth Management | 0.05% | Add +6.0% | 5,761 | $1.5M |
| Lam Group, Inc. | 0.85% | Add +0.8% | 5,750 | $1.5M |
| Topsail Wealth Management, LLC | 0.22% | Reduce -12.4% | 5,730 | $1.5M |
| Keel Point, LLC | 0.09% | Reduce -2.0% | 5,720 | $1.5M |
| Tranquility Partners, LLC | 0.53% | Reduce -4.5% | 5,710 | $1.5M |
| Lodestar Private Asset Management LLC | 0.15% | Reduce -1.4% | 5,707 | $1.5M |
| GuidedMoney, LLC | 0.79% | — | 5,705 | $1.5M |
| Pathfinder Wealth Consulting, Inc. | 0.92% | — | 5,665 | $1.5M |
| Uptick Partners, LLC | 0.31% | Add +14.5% | 5,625 | $1.5M |
| Intrua Financial, LLC | 0.16% | Reduce -2.0% | 5,598 | $1.4M |
| Luminist Capital LLC | 1.78% | Add +3.1% | 5,596 | $1.4M |
| Amara Financial, Llc. | 0.99% | Add +0.4% | 5,529 | $1.4M |
| Graetz Wealth LLC | 1.30% | — | 5,526 | $1.4M |
| Brown Brothers Harriman & Co. | 0.01% | Add +17.1% | 5,521 | $1.4M |
| DBK Financial Counsel, LLC | 1.09% | Reduce -0.5% | 5,516 | $1.4M |
| Novak & Powell Financial Services, Inc. | 0.74% | Add +159.4% | 4,985 | $1.4M |
| Carnegie Investment Counsel | 0.03% | Add +3.8% | 5,492 | $1.4M |
| World Equity Group, Inc. | 0.39% | Add +3.9% | 5,484 | $1.4M |
| Tme Financial, Inc. | 0.99% | Add +3.9% | 5,462 | $1.4M |
| Capstone Wealth Management Group LLC | 0.85% | Add +7.3% | 5,461 | $1.4M |
| Geneos Wealth Management Inc. | 0.03% | Add +4.9% | 5,456 | $1.4M |
| 180 Wealth Advisors, LLC | 0.16% | Add +5.1% | 5,455 | $1.4M |
| Selby Wealth Management, LLC | 0.56% | — | 5,426 | $1.4M |
| Cidel Asset Management Inc. | 0.10% | Reduce -0.2% | 5,421 | $1.4M |
| Mustard Seed Financial, LLC | 0.88% | Add +1.3% | 5,400 | $1.4M |
| Grange Capital, LLC | 1.33% | Reduce -6.1% | 5,389 | $1.4M |
| Autumn Glory Partners, LLC | 0.49% | Add +225.4% | 5,386 | $1.4M |
| King Wealth Management Group | 0.17% | No change | 5,381 | $1.4M |
| Beacon Advisors Holdings, LLC | 0.73% | — | 5,360 | $1.4M |
| Cabot-Wellington, LLC | 0.44% | Reduce -32.9% | 5,347 | $1.4M |
| Harbor Group, Inc. | 0.21% | Reduce -3.5% | 5,344 | $1.4M |
| WealthTrust Asset Management, LLC | 0.96% | New | 5,341 | $1.4M |
| Defined Wealth Management, LLC | 0.79% | Reduce -1.9% | 5,335 | $1.4M |
| Bond & Devick Financial Network, Inc. | 0.39% | Add +1.4% | 5,320 | $1.4M |
| Fairview Capital Investment Management, LLC | 0.07% | Add +1.5% | 5,308 | $1.4M |
| Cornerstone Wealth Group, LLC | 0.09% | Reduce -6.6% | 5,300 | $1.4M |
| Oak Wealth Advisors LLC | 0.78% | No change | 5,294 | $1.4M |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -11.8% | 5,285 | $1.4M |
| Founders Financial Alliance, LLC | 0.26% | Reduce -5.3% | 5,280 | $1.4M |
| Quadrant Capital Group LLC | 0.04% | No change | 5,272 | $1.4M |
| Paulson Wealth Management Inc. | 0.31% | Reduce -12.7% | 5,268 | $1.4M |
| First Horizon Corp. | 0.06% | Reduce -2.1% | 5,231 | $1.3M |
| Global Strategic Investment Solutions, LLC | 0.13% | Reduce -1.3% | 5,231 | $1.3M |
| Trinity Financial Advisors LLC | 0.38% | Reduce -0.8% | 5,226 | $1.3M |
| Grove Street Fiduciary, LLC | 0.56% | No change | 5,210 | $1.3M |
| O'ROURKE & COMPANY, Inc | 0.52% | Reduce -2.1% | 5,205 | $1.3M |
| Nabity-Jensen Investment Management Inc | 0.91% | Add +10.8% | 5,202 | $1.3M |
| FIDELIS iM, LLC | 0.52% | No change | 5,200 | $1.3M |
| Westwood Wealth Management | 1.00% | New | 5,180 | $1.3M |
| Lionshead Wealth Management, LLC | 1.00% | Add +28.3% | 5,180 | $1.3M |
| Kennicott Capital Management LLC | 0.65% | Reduce -28.7% | 5,179 | $1.3M |
| Gibson Capital, LLC | 0.24% | No change | 5,176 | $1.3M |
| Asempa Wealth Advisors | 1.15% | — | 5,155 | $1.3M |
| Tailwinds Wealth, LLC | 1.43% | — | 5,135 | $1.3M |
| Norris Perne & French LLP | 0.09% | Add +148.6% | 5,121 | $1.3M |
| Wingate Wealth Advisors, Inc. | 0.73% | Add +12.0% | 5,071 | $1.3M |
| Silverlake Wealth Management LLC | 0.29% | Reduce -0.4% | 5,062 | $1.3M |
| Liberty Wealth Management LLC | 0.17% | Reduce -4.8% | 5,047 | $1.3M |
| Downshift Financial, LLC | 0.80% | — | 4,844 | $1.3M |
| First Business Financial Services, Inc. | 0.12% | No change | 5,039 | $1.3M |
| Becker Capital Management Inc. | 0.04% | Add +63.5% | 5,008 | $1.3M |
| SwitchPoint Financial Planning, LLC | 0.90% | No change | 5,006 | $1.3M |
| Fiera Capital Corp | 0.00% | Reduce -3.0% | 4,995 | $1.3M |
| Pines Wealth Management, LLC | 0.42% | Add +5.1% | 4,985 | $1.3M |
| Financial Advisors Network, Inc. | 0.17% | Add +6.4% | 4,908 | $1.3M |
| Capstone Wealth Management Group, LLC | 0.53% | Add +0.5% | 4,906 | $1.3M |
| SteelPeak Wealth, LLC | 0.04% | Reduce -5.8% | 4,890 | $1.3M |
| Strategic Financial Partners, Ltd. | 0.55% | No change | 4,888 | $1.3M |
| SC&H Financial Advisors, Inc. | 0.19% | Add +1.3% | 4,867 | $1.3M |
| Anchyra Partners LLC | 0.38% | — | 4,861 | $1.3M |
| Medallion Wealth Advisors, LLC | 0.42% | Add +0.2% | 4,854 | $1.3M |
| North Star Investment Management Corp. | 0.08% | Add +24.7% | 4,855 | $1.3M |
| Asset Dedication, LLC | 0.08% | Add +13.6% | 4,845 | $1.2M |
| Vicus Capital | 0.09% | Reduce -0.1% | 4,841 | $1.2M |
| Marshall Financial Group, LLC | 0.24% | Reduce -2.4% | 4,841 | $1.2M |
| Claris Financial LLC | 0.66% | Reduce -2.2% | 4,826 | $1.2M |
| Fiduciary Alliance LLC | 0.08% | Add +7.7% | 4,815 | $1.2M |
| FineMark National Bank & Trust | 0.04% | Add +0.2% | 4,807 | $1.2M |
| Delta Financial Advisors LLC | 0.32% | Reduce -1.8% | 4,797 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Reduce -0.8% | 4,788 | $1.2M |
| Dagco, Inc. | 0.28% | Reduce -0.4% | 4,768 | $1.2M |
| Hegarty Advisors, LLC | 1.07% | — | 4,759 | $1.2M |
| Vilga Financial Planning LLC | 1.18% | — | 4,763 | $1.2M |
| Mosaic Family Wealth Partners, LLC | 0.13% | No change | 4,756 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -1.8% | 4,749 | $1.2M |
| Beacon Financial Group | 0.12% | Add +0.0% | 4,740 | $1.2M |
| Hiley Hunt Wealth Management | 0.54% | Reduce -0.6% | 4,720 | $1.2M |
| M3 Advisory Group, LLC | 0.74% | Add +5.9% | 4,718 | $1.2M |
| Brindle & Bay Financial Advisors, LLC | 0.81% | — | 4,702 | $1.2M |
| First Interstate Bank | 0.07% | Reduce -1.9% | 4,697 | $1.2M |
| Plante Moran Financial Advisors, LLC | 0.08% | Add +7.4% | 4,683 | $1.2M |
| Park National Corp. | 0.04% | No change | 4,666 | $1.2M |
| Sargent Investment Group, LLC | 0.15% | New | 4,651 | $1.2M |
| NorthStar Asset Management LLC | 0.54% | Add +5.9% | 4,651 | $1.2M |
| Blue Bell Private Wealth Management, LLC | 0.18% | Add +0.5% | 4,648 | $1.2M |
| Trevian Wealth Management LLC | 0.57% | Add +16.0% | 4,641 | $1.2M |
| Jag Capital Management, LLC | 0.13% | No change | 4,627 | $1.2M |
| Probity Advisors, Inc. | 0.19% | Reduce -1.4% | 4,598 | $1.2M |
| Luminvest Wealth Management LLC | 0.33% | Add +25.2% | 4,590 | $1.2M |
| Carroll Advisory Group, LLC | 0.51% | — | 4,573 | $1.2M |
| Freedom Financial Partners LLC | 0.43% | Reduce -13.9% | 4,571 | $1.2M |
| Upper Left Wealth Management, LLC | 0.72% | Reduce -4.8% | 4,553 | $1.2M |
| TABR Capital Management, LLC | 0.78% | Add +10.8% | 4,553 | $1.2M |
| Choate Investment Advisors | 0.02% | Reduce -2.6% | 4,553 | $1.2M |
| Cooper Financial Group | 0.12% | Reduce -10.6% | 4,550 | $1.2M |
| Vista Investment Management | 0.39% | Reduce -0.8% | 4,545 | $1.2M |
| ATLas Financial Planning LLC | 1.15% | — | 4,533 | $1.2M |
| BBR Partners, LLC | 0.06% | Reduce -10.1% | 4,524 | $1.2M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -12.4% | 4,513 | $1.2M |
| Sunbeam Capital Management, LLC | 0.69% | Add +0.6% | 4,511 | $1.2M |
| Harmony Asset Management LLC | 0.39% | Add +38.9% | 4,507 | $1.2M |
| Stockman Wealth Management, Inc. | 0.14% | Add +4.6% | 4,499 | $1.2M |
| Pachira Investments Inc. | 0.56% | Add +56.9% | 4,494 | $1.2M |
| Oxbow Advisors, LLC | 0.10% | No change | 4,484 | $1.2M |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +111.4% | 4,483 | $1.2M |
| Flagship Wealth Advisors, LLC | 0.34% | Reduce -3.5% | 4,482 | $1.2M |
| Cohen Investment Advisors LLC | 0.53% | Add +4.6% | 4,474 | $1.2M |
| National Philanthropic Trust | 0.01% | Reduce -8.0% | 4,474 | $1.2M |
| Coastline Trust Co | 0.11% | Reduce -3.2% | 4,471 | $1.2M |
| Quadrant Private Wealth Management, LLC | 0.19% | Reduce -0.1% | 4,431 | $1.1M |
| Aprio Wealth Management, LLC | 0.07% | Add +123.6% | 4,021 | $1.1M |
| BSW Wealth Partners | 0.14% | Reduce -4.4% | 4,385 | $1.1M |
| Cardiff Park Advisors, LLC | 0.09% | Add +0.6% | 4,371 | $1.1M |
| Lincoln Capital LLC | 0.20% | Add +16.0% | 4,369 | $1.1M |
| Consultiva Wealth Management, Corp. | 3.15% | No change | 4,355 | $1.1M |
| Twin Peaks Wealth Advisors, LLC | 0.33% | Reduce -7.3% | 4,027 | $1.1M |
| Ranch Capital Advisors Inc. | 0.41% | Add +1.8% | 4,347 | $1.1M |
| Asset Allocation & Management Company, LLC | 0.45% | No change | 4,345 | $1.1M |
| Independent Advisor Alliance | 0.03% | Add +27.4% | 4,318 | $1.1M |
| Bank of Marin | 0.77% | No change | 4,300 | $1.1M |
| Graney & King, LLC | 0.65% | Add +1.9% | 4,299 | $1.1M |
| GK Wealth Management LLC | 0.81% | Reduce -1.6% | 4,285 | $1.1M |
| Willis Johnson & Associates, Inc. | 0.07% | Add +23.6% | 4,263 | $1.1M |
| Bedel Financial Consulting, Inc. | 0.12% | Add +6.0% | 4,255 | $1.1M |
| Stillwater Capital Advisors, LLC | 0.12% | Reduce -12.1% | 4,250 | $1.1M |
| Westview Management dba Westview Investment Advisors | 0.52% | — | 4,250 | $1.1M |
| Compass Capital Corp. /Ma/ | 0.42% | Reduce -32.1% | 3,933 | $1.1M |
| National Bank of Canada | 0.00% | Add +3.6% | 4,241 | $1.1M |
| Millington Financial Advisors, LLC | 0.48% | Add +0.3% | 3,942 | $1.1M |
| Entrust Financial LLC | 0.81% | — | 4,231 | $1.1M |
| Biltmore Family Office, LLC | 0.15% | No change | 4,226 | $1.1M |
| Armbruster Capital Management, Inc. | 0.18% | No change | 4,224 | $1.1M |
| Merrithew & Thorsten Inc | 1.14% | — | 4,194 | $1.1M |
| Security National Bank of So Dak | 0.53% | No change | 4,173 | $1.1M |
| L.K. Benson & Company, P.C. | 0.54% | Add +0.1% | 4,172 | $1.1M |
| Hibernia Wealth Partners, LLC | 0.32% | Add +103.4% | 4,166 | $1.1M |
| 1ST Source Bank | 0.06% | No change | 4,134 | $1.1M |
| GEM Asset Management, LLC | 0.47% | Add +30.3% | 3,982 | $1.1M |
| CPA Asset Management Group, LLC | 0.37% | Reduce -19.2% | 4,117 | $1.1M |
| Proficio Capital Partners LLC | 0.07% | Add +1.3% | 4,111 | $1.1M |
| Landmark Wealth Management, LLC | 0.41% | Add +0.9% | 4,109 | $1.1M |
| Bridgewater Advisors Inc. | 0.07% | Reduce -4.4% | 3,824 | $1.1M |
| Laurel Wealth Planning LLC | 0.59% | Reduce -4.2% | 4,095 | $1.1M |
| Keating Financial Advisory Services, Inc. | 0.14% | — | 4,093 | $1.1M |
| Kuhn & Co Investment Counsel | 0.70% | Add +0.3% | 4,090 | $1.1M |
| Riverview Trust Co | 1.28% | No change | 4,086 | $1.1M |
| Beese Fulmer Investment Management, Inc. | 0.07% | Reduce -2.4% | 4,081 | $1.1M |
| Cannon Wealth Management Services, LLC | 0.74% | Add +3.5% | 4,080 | $1.1M |
| Arrowroot Family Office, LLC | 0.38% | Reduce -19.3% | 4,072 | $1.1M |
| Brio Consultants, LLC | 0.14% | Add +6.1% | 4,046 | $1.0M |
| HUB Investment Partners, LLC | 0.03% | Reduce -0.7% | 4,038 | $1.0M |
| Naples Global Advisors, LLC | 0.08% | Add +0.6% | 4,028 | $1.0M |
| Rosenblum Silverman Sutton S F Inc. | 0.24% | Reduce -1.6% | 4,018 | $1.0M |
| Disciplined Investments, LLC | 0.40% | Reduce -0.3% | 3,998 | $1.0M |
| Investment Counsel Co. of Nevada | 2.21% | Add +0.7% | 3,987 | $1.0M |
| River Wealth Advisors LLC | 0.12% | Reduce -0.0% | 3,976 | $1.0M |
| Corsicana & Co. | 0.58% | No change | 3,972 | $1.0M |
| Lee Danner & Bass Inc. | 0.07% | Reduce -0.8% | 3,960 | $1.0M |
| Sound Financial Strategies Group, LLC | 0.71% | Reduce -0.3% | 3,907 | $1.0M |
| Piedmont Capital Management, LLC | 0.66% | — | 3,900 | $1.0M |
| Libra Wealth LLC | 0.28% | No change | 3,893 | $1.0M |
| Charter Oak Capital Management, LLC | 0.08% | Reduce -5.2% | 3,880 | $1.0M |
| Outbound Financial Inc | 0.78% | No change | 3,869 | $998K |
| Innovative Wealth Building LLC | 0.72% | Add +12.8% | 3,855 | $994K |
| Conservest Capital Advisors, Inc. | 0.09% | Add +0.2% | 3,849 | $993K |
| Donalies Financial Planning, LLC | 0.84% | — | 3,846 | $992K |
| WealthShield Partners, LLC | 0.11% | Add +0.7% | 3,846 | $992K |
| Elevatus Welath Management | 0.27% | Add +20.0% | 3,839 | $990K |
| Post Resch Tallon Group Inc. | 0.84% | Add +0.3% | 3,837 | $990K |
| Geometric Wealth Advisors | 0.13% | No change | 3,837 | $990K |
| Integrity Wealth Solutions LLC | 0.39% | Add +1.7% | 3,836 | $989K |
| Bath Savings Trust Co | 0.10% | Add +5.1% | 3,834 | $989K |
| Dentgroup LLC | 0.68% | Reduce -46.8% | 3,821 | $986K |
| Regatta Capital Group, LLC | 0.15% | Add +0.0% | 3,798 | $980K |
| Absolute Capital Management, LLC | 0.35% | Add +72.1% | 3,754 | $968K |
| Essex LLC | 0.17% | Reduce -4.5% | 3,750 | $967K |
| Meritage Portfolio Management | 0.06% | Add +0.0% | 3,741 | $965K |
| Droms Strauss Advisors Inc. /Mo/ | 0.25% | Add +1.2% | 3,741 | $965K |
| Waterford Advisors, LLC | 0.38% | No change | 3,729 | $962K |
| Verdence Capital Advisors LLC | 0.06% | Reduce -3.2% | 3,727 | $961K |
| Diversified Portfolios, Inc. | 0.08% | Reduce -12.4% | 3,725 | $961K |
| FC Advisory LLC | 0.28% | Reduce -1.5% | 3,718 | $959K |
| North Capital, Inc. | 0.83% | Add +0.7% | 3,715 | $958K |
| Centaurus Financial, Inc. | 0.04% | Add +0.3% | 3,706 | $956K |
| Hill Island Financial LLC | 0.23% | Add +11.1% | 3,703 | $955K |
| Hirtle & Co., LLC | 0.04% | Reduce -62.2% | 3,703 | $955K |
| Valpey Financial Services, LLC | 0.61% | Add +2.4% | 3,700 | $955K |
| Clayton Financial Group LLC | 0.49% | Add +30.7% | 3,698 | $954K |
| Fisher Asset Management | 0.00% | Add +78.3% | 3,684 | $950K |
| Glassman Wealth Services | 0.13% | Add +7.8% | 3,680 | $949K |
| Atlas Capital Advisors Inc. | 0.11% | — | 3,666 | $946K |
| Catalyst Financial Partners LLC | 0.11% | No change | 3,657 | $943K |
| Confluence Wealth Services, Inc. | 0.04% | Reduce -0.1% | 3,653 | $942K |
| Eagle Bluffs Wealth Management LLC | 0.38% | Add +3.1% | 3,650 | $942K |
| Abacus Wealth Partners, LLC | 0.09% | Add +103.8% | 3,634 | $937K |
| FreeGulliver LLC | 0.42% | Add +0.3% | 3,630 | $936K |
| Secure Asset Management, LLC | 0.15% | Reduce -26.6% | 3,628 | $936K |
| Winthrop Capital Management, LLC | 0.22% | No change | 3,616 | $933K |
| Ewa, LLC | 0.23% | Add +0.5% | 3,610 | $931K |
| Caitlin John, LLC | 0.61% | Reduce -14.0% | 3,609 | $931K |
| Planning Project LLC | 0.23% | — | 3,608 | $931K |
| Keewaydin Investments LLC | 0.25% | — | 3,607 | $930K |
| Pinnacle Wealth Planning Services, Inc. | 0.10% | Reduce -1.8% | 3,602 | $929K |
| Facet Wealth, Inc. | 0.02% | Add +56.5% | 3,394 | $927K |
| Heritage Wealth Management, Inc. | 0.26% | Add +1.6% | 3,587 | $925K |
| Franklin, Parlapiano, Turner & Welch, LLC | 0.23% | No change | 3,345 | $922K |
| Fortis Capital Management LLC | 0.12% | Add +29.4% | 3,572 | $921K |
| Wellspring Financial Advisors, LLC | 0.07% | Reduce -20.0% | 3,567 | $921K |
| Capital Investment Advisory Services, LLC | 0.07% | Add +71.4% | 3,566 | $920K |
| Capital Asset Managemnet, LLC | 1.01% | — | 3,534 | $912K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -12.0% | 3,532 | $911K |
| GAMMA Investing LLC | 0.05% | Add +9.6% | 3,523 | $909K |
| Verus Financial Partners, Inc. | 0.08% | Reduce -17.0% | 3,301 | $905K |
| First National Trust Co | 0.03% | Reduce -0.5% | 3,505 | $904K |
| Passive Capital Management, LLC. | 0.28% | Reduce -1.4% | 3,502 | $903K |
| MJP Associates Inc. | 0.11% | Add +2.1% | 3,498 | $902K |
| DiNuzzo Private Wealth, Inc. | 0.10% | No change | 3,875 | $901K |
| Trust Co. of Toledo NA | 0.09% | Add +6.4% | 3,477 | $897K |
| Zacks Investment Management | 0.01% | Reduce -12.6% | 3,472 | $896K |
| Richardson Financial Services Inc. | 0.29% | Add +1.5% | 4,995 | $891K |
| Caldwell Trust Co | 0.08% | Add +96.3% | 3,453 | $891K |
| Pearl Planning LLC | 0.54% | — | 3,446 | $889K |
| Curi Capital, LLC | 0.02% | Add +23.5% | 3,438 | $887K |
| Segment Wealth Management, LLC | 0.05% | Add +0.3% | 3,431 | $885K |
| Rodgers & Associates, LTD | 0.09% | No change | 3,426 | $884K |
| V2 Financial group LLC | 0.43% | Add +0.1% | 3,413 | $880K |
| Quadcap Wealth Management, LLC | 0.10% | Add +4.3% | 3,412 | $880K |
| Pecaut & Co. | 0.28% | Reduce -0.7% | 3,410 | $880K |
| American Money Management, LLC | 0.14% | Reduce -3.1% | 3,407 | $879K |
| Founders Financial Securities LLC | 0.05% | Add +138.4% | 3,399 | $877K |
| Pacific Point Advisors, LLC | 0.47% | Add +7.8% | 3,389 | $874K |
| Vantage Financial Partners, LLC | 0.18% | Reduce -1.1% | 3,383 | $873K |
| Evernest Financial Advisors, LLC | 0.18% | Reduce -9.1% | 3,131 | $872K |
| IFG Advisory, LLC | 0.04% | Add +18.2% | 3,377 | $871K |
| Golden State Wealth Management, LLC | 0.09% | Reduce -3.2% | 3,362 | $867K |
| 71 West Capital Partners | 0.04% | — | 3,362 | $867K |
| Meridian Wealth Partners, LLC | 0.12% | Reduce -5.4% | 3,360 | $867K |
| Harbor Investment Advisory, LLC | 0.07% | Add +12.4% | 3,356 | $866K |
| Trust Point Inc. | 0.07% | No change | 3,354 | $865K |
| Mayflower Financial Advisors, LLC | 0.10% | Reduce -6.1% | 3,350 | $864K |
| Shayne & Jacobs, LLC | 0.26% | No change | 3,340 | $862K |
| B&D White Capital Company, LLC | 0.10% | No change | 3,339 | $861K |
| Hughes Financial Services, LLC | 0.13% | Reduce -0.8% | 3,319 | $856K |
| Advocate Investing Services LLC | 0.77% | — | 3,316 | $855K |
| Sterling Wealth Advisors Inc | 0.52% | No change | 3,316 | $855K |
| Twin Focus Capital Partners, LLC | 0.10% | Reduce -11.4% | 3,311 | $854K |
| Arista Wealth Management, LLC | 0.10% | No change | 3,298 | $851K |
| Matrix Private Capital Group LLC | 0.43% | No change | 3,297 | $850K |
| Townsquare Capital LLC | 0.19% | Reduce -26.7% | 3,292 | $849K |
| Prosperity Consulting Group, LLC | 0.04% | Reduce -8.2% | 3,283 | $847K |
| Southland Equity Partners LLC | 0.17% | Reduce -4.4% | 3,280 | $846K |
| Elm3 Financial Group, LLC | 0.70% | Add +47.6% | 3,268 | $843K |
| Waterloo Capital, L.P. | 0.06% | Reduce -1.0% | 3,247 | $837K |
| BXM Wealth LLC | 0.64% | Add +1102.4% | 67,729 | $836K |
| FF Advisors,LLC | 0.37% | Add +115.1% | 3,231 | $833K |
| Birchcreek Wealth Management, LLC | 0.41% | Reduce -2.7% | 3,217 | $830K |
| Jefferson Bridge Capital, LLC | 0.83% | — | 3,212 | $829K |
| Ballast Financial Advisors LLC | 0.85% | — | 3,208 | $827K |
| Guyasuta Investment Advisors Inc. | 0.05% | Add +0.0% | 3,200 | $825K |
| D'Orazio & Associates, Inc. | 0.11% | Add +0.0% | 3,196 | $824K |
| Nestegg Advisors, Inc. | 0.70% | Add +6.0% | 3,179 | $820K |
| ARK & TLK Investments, LLC | 0.23% | No change | 3,178 | $820K |
| Freedom Investment Management, Inc. | 0.24% | Add +0.5% | 3,162 | $816K |
| Snowwater Investment Partners, LLC | 0.75% | — | 3,158 | $815K |
| Cambridge Financial Group, LLC | 0.28% | Add +18.7% | 3,229 | $814K |
| Midland Wealth Advisors, LLC | 0.04% | Reduce -2.6% | 3,156 | $814K |
| 4Thought Financial Group Inc. | 0.40% | Add +56.8% | 3,154 | $814K |
| Bangor Savings Bank | 0.07% | Reduce -1.7% | 3,146 | $812K |
| Community Trust & Investment Co. | 0.04% | Reduce -0.8% | 3,145 | $811K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.28% | Add +6045.1% | 3,134 | $809K |
| Northstar Group, Inc. | 0.11% | Add +7.0% | 3,135 | $809K |
| Elyxium Wealth, LLC | 0.22% | Add +9.0% | 3,129 | $807K |
| Westmount Partners, LLC | 0.20% | No change | 3,112 | $803K |
| Smith Asset Management Co., LLC | 0.66% | Add +5.8% | 3,109 | $802K |
| MA Private Wealth | 0.13% | Reduce -3.4% | 3,108 | $802K |
| Tactive Advisors, LLC | 0.23% | Reduce -17.6% | 3,101 | $800K |
| Farmers National Bank | 0.18% | Add +0.8% | 3,098 | $799K |
| Miller Capital Partners, Inc. | 0.41% | — | 3,097 | $799K |
| Moss Adams Wealth Advisors LLC | 0.06% | Reduce -3.4% | 3,097 | $799K |
| New Wave Wealth Advisors LLC | 0.29% | New | 3,083 | $795K |
| McLean Asset Management Corp | 0.14% | Reduce -25.8% | 2,905 | $793K |
| Human Investing LLC | 0.11% | Add +18.7% | 3,070 | $792K |
| Marathon Strategic Advisors, LLC | 0.60% | Reduce -0.3% | 3,035 | $783K |
| SHP Wealth Management | 0.06% | — | 3,027 | $781K |
| Pettyjohn, Wood & White, Inc. | 0.12% | Add +2.5% | 3,019 | $779K |
| MPWM Advisory Solutions, LLC | 0.43% | Add +22.4% | 3,007 | $776K |
| Clark Wealth Partners | 0.47% | No change | 2,992 | $772K |
| Cannell & Spears LLC | 0.01% | Add +0.6% | 2,984 | $770K |
| Nilsine Partners, LLC | 0.07% | Add +13.5% | 2,965 | $765K |
| Zions Bancorporation, National Association | 0.04% | Reduce -7.3% | 2,963 | $764K |
| Investor's Fiduciary Advisor Network, LLC | 0.16% | Reduce -1.1% | 2,964 | $764K |
| Planning Directions Inc. | 0.38% | Reduce -6.0% | 2,956 | $762K |
| Ashton Thomas Securities, LLC | 0.14% | Add +0.8% | 2,955 | $762K |
| Madison Asset Management, LLC | 0.01% | Reduce -1.3% | 2,945 | $760K |
| Fairscale Capital, LLC | 0.50% | Reduce -0.2% | 2,923 | $754K |
| Athena Investment Management | 0.39% | Add +17.2% | 2,918 | $753K |
| My Personal CFO, LLC | 0.31% | Add +133.9% | 2,912 | $751K |
| Amplius Wealth Advisors, LLC | 0.06% | Add +0.1% | 2,909 | $750K |
| Certuity, LLC | 0.05% | No change | 2,897 | $747K |
| Advyzon Investment Management, LLC | 0.09% | Add +8.7% | 2,889 | $745K |
| Ritter Daniher Financial Advisory LLC / DE | 0.12% | Add +247.2% | 2,885 | $744K |
| Rockland Trust Co. | 0.03% | Add +16.4% | 2,875 | $742K |
| Truvestments Capital LLC | 0.13% | Add +1.1% | 2,868 | $740K |
| Fiduciary Financial Group, LLC | 0.10% | Reduce -10.9% | 2,866 | $739K |
| Diversified Management Inc. | 0.17% | — | 2,861 | $738K |
| Sterling Capital Management LLC | 0.01% | No change | 2,860 | $738K |
| Solstein Capital, LLC | 0.29% | Add +4898.3% | 2,849 | $735K |
| Madison Wealth Partners, Inc | 0.13% | Add +48.0% | 2,832 | $730K |
| Mascagni Wealth Management, Inc. | 0.54% | Add +6.4% | 2,822 | $728K |
| J2 Capital Management Inc | 0.53% | Add +3.6% | 2,817 | $727K |
| Wescott Financial Advisory Group, LLC | 0.06% | Add +2.7% | 2,807 | $724K |
| Cooper/Haims Advisors, LLC | 0.33% | New | 2,804 | $723K |
| Outlook Wealth Advisors, LLC | 0.16% | Add +7.6% | 2,801 | $723K |
| Stratos Investment Management, LLC | 0.03% | Add +4.1% | 2,799 | $722K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Reduce -8.9% | 2,799 | $722K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +12.8% | 2,797 | $721K |
| Spinnaker Trust | 0.04% | Add +66.6% | 2,789 | $719K |
| TCTC Holdings, LLC | 0.02% | No change | 2,784 | $718K |
| Fund Advisors of America Inc | 0.66% | — | 2,776 | $716K |
| Atwater Malick LLC | 0.20% | No change | 2,775 | $716K |
| Astoria Portfolio Advisors LLC. | 0.16% | Add +3.6% | 2,588 | $711K |
| Riverpoint Wealth Management Holdings, LLC | 0.15% | Add +0.7% | 2,754 | $710K |
| Werba Rubin Papier Wealth Management | 0.19% | Add +7.6% | 2,752 | $710K |
| Seek First Inc. | 0.48% | Add +0.1% | 2,707 | $698K |
| MBL Wealth, LLC | 0.06% | Add +0.9% | 2,700 | $696K |
| Stonebridge Financial Planning Group, LLC | 0.25% | No change | 2,694 | $695K |
| Aspen Grove Capital, LLC | 0.12% | Add +0.2% | 2,688 | $694K |
| Vista Investment Partners Ii, LLC | 0.30% | Add +29.9% | 2,691 | $694K |
| WJ Financial Advisors LLC | 0.61% | No change | 2,657 | $685K |
| Camden National Bank | 0.09% | New | 2,656 | $685K |
| McGuire Investment Group, LLC | 0.07% | Reduce -0.7% | 2,656 | $685K |
| Rothschild Investment LLC | 0.04% | Add +3.4% | 2,648 | $683K |
| Oakmont Advisory Group, LLC | 0.73% | — | 2,647 | $683K |
| Members Trust Co | 0.02% | Reduce -0.3% | 2,644 | $682K |
| Sound Income Strategies, LLC | 0.03% | Add +499.8% | 2,471 | $681K |
| Advisory Resource Group | 0.12% | Reduce -1.8% | 2,630 | $678K |
| Birch Hill Investment Advisors LLC | 0.03% | Add +4.0% | 2,621 | $676K |
| Triad Wealth Partners, LLC | 0.06% | Add +99.8% | 2,616 | $675K |
| Accel Wealth Management | 0.18% | Add +0.5% | 2,616 | $675K |
| Websterrogers Financial Advisors, LLC | 0.20% | Reduce -1.5% | 2,615 | $675K |
| Sandhill Capital Partners LLC | 0.05% | No change | 2,612 | $674K |
| Thompson Davis & Co., Inc. | 0.40% | No change | 2,607 | $672K |
| Grandfield & Dodd, LLC | 0.04% | No change | 2,599 | $670K |
| Eagle Strategies LLC | 0.09% | Add +1.6% | 2,594 | $669K |
| Novem Group | 0.08% | Add +5.8% | 2,587 | $667K |
| Redwood Family Wealth LLC | 0.66% | — | 2,586 | $667K |
| Asset One Wealth Management LLC | 0.09% | — | 2,455 | $667K |
| Cordgrass Capital Advisors, LLC | 0.16% | Add +36.7% | 2,582 | $666K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -5.6% | 2,577 | $665K |
| Thrive Capital Management, LLC | 0.15% | Add +9.7% | 2,576 | $665K |
| Truepoint, Inc. | 0.01% | Reduce -4.2% | 2,574 | $664K |
| Flywheel Private Wealth LLC | 0.41% | No change | 2,572 | $663K |
| CDKV Holdings LLC | 0.55% | — | 2,571 | $663K |
| Triumph Capital Management | 0.14% | New | 2,570 | $663K |
| Heritage Investment Group, Inc. | 0.10% | Reduce -0.2% | 2,570 | $663K |
| Balboa Wealth Partners | 0.11% | Add +5.3% | 2,566 | $662K |
| LRI Investments, LLC | 0.05% | Reduce -18.3% | 2,566 | $662K |
| Center For Asset Management LLC | 0.34% | Reduce -0.6% | 2,552 | $658K |
| Coastal Bridge Advisors, LLC | 0.05% | Add +16.2% | 2,552 | $658K |
| Lutz Financial Services LLC | 0.04% | No change | 2,541 | $656K |
| EFG International AG | 0.01% | — | 2,536 | $654K |
| Northbridge Financial Group, LLC | 0.29% | — | 2,516 | $649K |
| Smith Chas P & Associates Pa Cpas | 0.03% | No change | 2,512 | $648K |
| Transcendent Capital Group LLC | 0.29% | Add +0.6% | 2,511 | $648K |
| Sara-Bay Financial | 0.19% | Add +13.2% | 2,483 | $647K |
| First Community Trust NA | 0.48% | Add +58.6% | 2,507 | $647K |
| Keebeck Wealth Management | 0.07% | Add +83.3% | 2,506 | $647K |
| Searle & Co. | 0.17% | No change | 2,500 | $645K |
| Aspire Growth Partners LLC | 0.45% | Add +3.1% | 2,499 | $645K |
| Glaxis Capital Management, LLC | 1.10% | Add +0.7% | 2,497 | $644K |
| Wealth Dimensions Group, Ltd. | 0.13% | Add +3.8% | 2,485 | $641K |
| Ballast Rock Private Wealth LLC | 0.40% | — | 2,482 | $640K |
| Fingerlakes Wealth Management, Inc. | 0.41% | Reduce -4.5% | 2,482 | $640K |
| Leo Wealth, LLC | 0.05% | New | 2,481 | $640K |
| Bank of New Hampshire | 0.14% | Reduce -4.5% | 2,467 | $636K |
| Pinnacle Bancorp, Inc. | 0.19% | Add +2.1% | 2,461 | $635K |
| FAS Wealth Partners, Inc. | 0.04% | Add +2.3% | 2,460 | $634K |
| Thayer Partners, LLC / MA | 0.31% | — | 2,452 | $632K |
| Kavar Capital Partners Group, LLC | 0.09% | Add +5.0% | 2,447 | $631K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -1.5% | 2,440 | $629K |
| Montecito Bank & Trust | 0.10% | No change | 2,436 | $628K |
| Spirepoint Private Client, LLC | 0.06% | Add +185.3% | 2,425 | $626K |
| Bison Wealth, LLC | 0.07% | New | 2,431 | $625K |
| Denver PWM, LLC | 0.21% | No change | 2,633 | $624K |
| Elk River Wealth Management LLC | 0.10% | No change | 2,416 | $623K |
| Adirondack Trust Co. | 0.20% | Add +24.1% | 2,416 | $623K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.22% | Add +0.7% | 2,410 | $622K |
| Lyell Wealth Management, LP | 0.04% | No change | 2,408 | $621K |
| Sepio Capital, LP | 0.03% | Add +0.1% | 2,402 | $620K |
| CFS Investment Advisory Services, LLC | 0.05% | Reduce -0.5% | 2,401 | $619K |
| Round Rock Advisors LLC | 0.09% | Reduce -0.4% | 2,397 | $618K |
| Heck Capital Advisors, LLC | 0.05% | Add +0.3% | 2,387 | $616K |
| Old Second National Bank of Aurora | 0.12% | No change | 2,385 | $615K |
| Kelman-Lazarov, Inc. | 0.09% | No change | 2,383 | $615K |
| Compass Capital Management, Inc. | 0.03% | No change | 2,380 | $614K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +22.9% | 2,375 | $613K |
| Churchill Financial Advisors, LLC | 0.19% | — | 2,363 | $610K |
| 1900 Wealth Management LLC | 0.04% | Reduce -1.1% | 2,360 | $609K |
| LPWM LLC | 0.15% | Add +13.7% | 2,354 | $607K |
| Financial Management, Inc. | 0.58% | — | 2,349 | $606K |
| Capstone Wealth Management, Inc. | 0.53% | — | 2,333 | $605K |
| Keystone Financial Services | 0.18% | No change | 2,344 | $605K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 2,342 | $604K |
| Powerhouse Assets LLC | 0.53% | — | 2,334 | $602K |
| Keb Asset Management, LLC | 0.12% | Reduce -1.6% | 2,334 | $602K |
| UMB Bank, n.a. | 0.01% | Add +21.0% | 2,331 | $601K |
| German American Bancorp, Inc. | 0.05% | Reduce -0.7% | 2,329 | $601K |
| Francis Financial, Inc. | 0.12% | No change | 2,328 | $601K |
| Penobscot Investment Management Company, Inc. | 0.05% | Add +1.1% | 2,323 | $599K |
| Brown, Lisle/Cummings, Inc. | 0.15% | Add +0.0% | 2,308 | $595K |
| Penobscot Wealth Management | 0.18% | Add +0.3% | 2,300 | $593K |
| Linscomb Wealth, Inc. | 0.02% | Reduce -16.3% | 2,292 | $591K |
| Chapin Davis, Inc. | 0.14% | Add +0.1% | 2,287 | $590K |
| Advisory Alpha, LLC | 0.02% | Reduce -5.1% | 2,284 | $590K |
| Capital Square, LLC | 0.30% | Reduce -2.6% | 2,284 | $589K |
| Mattern Capital Management, LLC | 0.07% | No change | 2,283 | $589K |
| Quest 10 Wealth Builders, Inc. | 0.52% | Reduce -0.5% | 2,274 | $587K |
| Bernicke Wealth Management, Ltd. | 0.08% | — | 2,273 | $586K |
| Cascade Wealth Advisors, Inc | 0.27% | Reduce -6.5% | 2,146 | $586K |
| Moors & Cabot, Inc. | 0.03% | Add +97.0% | 2,272 | $586K |
| NTV Asset Management LLC | 0.06% | Reduce -3.2% | 2,268 | $585K |
| Cape Investment Advisory, Inc. | 0.18% | Add +2.1% | 2,267 | $585K |
| Milestone Investment Advisors LLC | 0.14% | No change | 2,263 | $584K |
| Gen-Wealth Partners Inc | 0.19% | No change | 2,253 | $581K |
| JHP Wealth Management, LLC | 0.56% | — | 2,252 | $581K |
| Platform Technology Partners | 0.12% | Add +0.7% | 2,249 | $580K |
| Principal Financial Group Inc. | 0.00% | No change | 2,244 | $579K |
| Golden Reserve Retirement LLC | 0.11% | New | 2,240 | $578K |
| Private Wealth Asset Management, LLC | 0.06% | Add +1.9% | 2,237 | $577K |
| KRM Wealth Management L.L.C. | 0.32% | — | 2,237 | $577K |
| Range Advisory, LLC | 0.15% | — | 2,230 | $575K |
| Allen Capital Group, LLC | 0.05% | Add +4.2% | 2,221 | $573K |
| Tenzing Financial LLC | 0.46% | — | 2,219 | $572K |
| Integrated Wealth Management | 0.64% | — | 2,213 | $571K |
| Prosperity Bancshares Inc | 0.51% | — | 2,209 | $570K |
| IFC & Insurance Marketing, Inc. | 0.56% | — | 2,196 | $567K |
| Carret Asset Management, LLC | 0.05% | Add +29.1% | 2,188 | $564K |
| Nova R Wealth, Inc. | 0.21% | Add +0.5% | 2,182 | $563K |
| First County Bank | 0.30% | Add +0.7% | 2,179 | $562K |
| Avantax Planning Partners, Inc. | 0.02% | No change | 2,179 | $562K |
| Northwest Wealth Management, LLC | 0.09% | Reduce -6.6% | 2,169 | $559K |
| Family CFO Inc | 0.25% | Reduce -30.1% | 2,163 | $558K |
| Thomasville National Bank | 0.03% | Reduce -11.5% | 2,159 | $557K |
| Balanced Rock Investment Advisors LLC | 0.39% | Add +0.2% | 2,150 | $555K |
| Benchmark Financial Wealth Advisors, LLC | 0.16% | Add +3.0% | 2,150 | $555K |
| Synergy Financial Group, LTD | 0.39% | Add +0.3% | 2,143 | $553K |
| IMG Wealth Management, Inc. | 0.35% | Reduce -7.2% | 2,143 | $553K |
| Buck Wealth Strategies, LLC | 0.07% | Add +15.3% | 2,143 | $553K |
| WealthCare Investment Partners, LLC | 0.16% | Reduce -1.3% | 2,112 | $552K |
| Evolve Private Wealth, LLC | 0.03% | — | 2,141 | $552K |
| NWF Advisory Services Inc. | 0.06% | Reduce -4.9% | 2,133 | $550K |
| Wealthedge Investment Advisors, LLC | 0.20% | Reduce -5.6% | 2,132 | $550K |
| National Wealth Management Group, LLC | 0.19% | Add +46.1% | 2,132 | $550K |
| Fulcrum Wealth Advisors, LLC | 0.45% | — | 2,129 | $549K |
| Obermeyer Wealth Partners | 0.03% | Reduce -7.8% | 2,126 | $548K |
| City Holding Co. | 0.07% | Add +620.4% | 2,118 | $546K |
| NBT Bank, N.A. | 0.04% | Add +6.1% | 1,937 | $546K |
| John W. Brooker & Co., CPAs | 0.98% | New | 2,114 | $545K |
| Appleton Partners Inc. | 0.04% | Reduce -1.2% | 2,112 | $545K |
| Atala Financial Inc | 0.35% | No change | 2,098 | $541K |
| JM2 Capital Inc. | 0.43% | — | 2,096 | $541K |
| Waystone Advisors LLC | 0.46% | — | 2,094 | $540K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -14.9% | 2,093 | $540K |
| Astra Wealth Partners LLC | 0.33% | Reduce -40.5% | 2,089 | $539K |
| Angeles Wealth Management, LLC | 0.03% | Reduce -8.2% | 2,087 | $538K |
| Generation Capital Management LLC | 0.35% | Reduce -61.6% | 2,084 | $538K |
| Main Street Group, LTD | 0.19% | Add +0.8% | 2,084 | $538K |
| Capital Advisors, Ltd. LLC | 0.06% | Add +0.1% | 2,081 | $537K |
| First Trust Advisors LP | 0.00% | Add +4.3% | 2,078 | $536K |
| Peregrine Asset Advisers, Inc. | 0.15% | Add +0.1% | 2,071 | $534K |
| 55 North Private Wealth, LLC | 0.14% | — | 2,056 | $530K |
| Front Row Advisors LLC | 0.18% | No change | 2,055 | $530K |
| ERn Financial, LLC | 0.10% | No change | 2,053 | $530K |
| Newport Capital Group, LLC | 0.32% | Reduce -0.3% | 2,051 | $530K |
| Kestra Investment Management, LLC | 0.01% | Add +0.4% | 2,051 | $529K |
| UNIVEST FINANCIAL Corp | 0.03% | Add +35.6% | 2,047 | $528K |
| Clearstead Trust, LLC | 0.08% | No change | 2,047 | $528K |
| J Hagan Capital, Inc. | 0.29% | Reduce -73.6% | 2,046 | $528K |
| Total Clarity Wealth Management, Inc. | 0.13% | Add +13.8% | 2,043 | $527K |
| Stephen J. Garry & Associates, LLC | 0.42% | No change | 2,041 | $526K |
| Comprehensive Money Management Services LLC | 0.36% | Reduce -1.4% | 2,039 | $526K |
| Prospera Capital Management, LLC | 0.27% | No change | 2,038 | $526K |
| Calton & Associates, Inc. | 0.08% | Reduce -13.4% | 2,037 | $525K |
| Walter & Keenan Wealth Management LLC /in/ | 0.14% | Reduce -10.6% | 2,034 | $525K |
| Coppell Advisory Solutions LLC | 0.05% | Reduce -0.3% | 2,014 | $525K |
| United Advisor Group, LLC | 0.07% | Reduce -1.4% | 2,031 | $524K |
| Wiregrass Investment Management LLC | 0.44% | — | 2,018 | $521K |
| FSM Wealth Advisors, LLC | 0.07% | Add +22.6% | 2,014 | $519K |
| Granite Harbor Advisors, Inc. | 0.22% | No change | 2,010 | $518K |
| Team Hewins, LLC | 0.17% | Reduce -0.5% | 2,009 | $518K |
| Wealth Management Nebraska | 0.06% | Add +2.1% | 2,008 | $518K |
| Brooklyn Investment Group | 0.02% | Reduce -28.1% | 1,981 | $518K |
| Vestia Personal Wealth Advisors | 0.26% | Reduce -1.2% | 1,869 | $517K |
| Paragon Capital Management LLC | 0.26% | Add +0.4% | 2,000 | $516K |
| Jacobi Capital Management LLC | 0.03% | Add +15.9% | 1,999 | $516K |
| Elevation Wealth Partners, LLC | 0.18% | Reduce -7.9% | 1,995 | $514K |
| Keystone Financial Services, LLC | 0.35% | Add +0.3% | 1,988 | $513K |
| Coastline Complete Wealth LLC | 0.32% | — | 1,982 | $511K |
| Sequent Planning LLC | 0.13% | Add +12.1% | 1,981 | $511K |
| Tolleson Wealth Management, Inc. | 0.07% | Add +12.5% | 1,981 | $511K |
| Parsonex Advisory Services, Inc. | 0.32% | Add +1.6% | 1,974 | $509K |
| Melone Private Wealth, LLC | 0.22% | Add +0.7% | 1,972 | $509K |
| Pallas Capital Advisors LLC | 0.02% | New | 1,969 | $508K |
| HHM Wealth Advisors, LLC | 0.06% | Reduce -28.4% | 1,965 | $507K |
| Key Financial Inc | 0.09% | Add +30.6% | 1,965 | $507K |
| Tumwater Wealth Management, LLC | 0.21% | Add +1.8% | 1,962 | $506K |
| Harbour Investment Management LLC | 0.27% | No change | 1,952 | $504K |
| Earnest Partners LLC | 0.00% | New | 1,951 | $503K |
| Edge Financial Advisors LLC | 0.21% | Add +0.7% | 1,947 | $502K |
| Ullmann Wealth Partners Group, LLC | 0.05% | Add +0.1% | 1,968 | $502K |
| Lodestone Wealth Management LLC | 0.20% | Add +0.1% | 1,944 | $501K |
| Unified Investment Management | 0.50% | Reduce -2.0% | 1,933 | $499K |
| Covenant Asset Management, LLC | 0.10% | Add +8.8% | 1,927 | $497K |
| Bell Bank | 0.02% | Reduce -3.9% | 1,924 | $496K |
| Windsor Advisory Group, LLC | 0.44% | New | 1,924 | $496K |
| Roehl & Yi Investment Advisors, LLC | 0.20% | Add +22.3% | 4,078 | $496K |
| RCS Financial Planning, LLC | 0.21% | Add +10.4% | 1,922 | $496K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -5.1% | 1,906 | $491K |
| Ameriflex Group, Inc. | 0.26% | Reduce -49.8% | 1,905 | $491K |
| Adamsbrown Wealth Consultants LLC | 0.14% | Reduce -1.6% | 1,904 | $491K |
| Vident Advisory, LLC | 0.00% | Reduce -3.1% | 1,902 | $491K |
| Alta Wealth Advisors LLC | 0.16% | Add +2.4% | 1,891 | $488K |
| Fortress Private Ledger, LLC | 0.16% | Add +4.4% | 1,884 | $486K |
| Rede Wealth, LLC | 0.17% | Add +23.9% | 1,883 | $486K |
| LCNB Corp. | 0.16% | No change | 1,875 | $484K |
| Nikulski Financial, Inc. | 0.12% | Reduce -15.0% | 1,874 | $483K |
| Physician Wealth Advisors, Inc. | 0.07% | Reduce -10.3% | 1,869 | $482K |
| McMillan Office, Inc. | 0.06% | — | 1,865 | $481K |
| Stevens Capital Partners | 0.13% | Add +1.0% | 1,864 | $481K |
| Sensible Money, LLC | 0.15% | Add +60.4% | 1,859 | $480K |
| REDW Wealth LLC | 0.18% | Reduce -11.2% | 1,856 | $479K |
| Vision Capital Management, Inc. | 0.06% | No change | 1,847 | $476K |
| Cypress Financial Planning LLC | 0.13% | Add +20.7% | 1,832 | $476K |
| Bar Harbor Wealth Management | 0.03% | Reduce -2.5% | 1,837 | $474K |
| KLCM Advisors, Inc. | 0.04% | New | 1,836 | $474K |
| Cambria Investment Management, L.P. | 0.03% | Add +88.7% | 1,836 | $474K |
| Bakala Capital LLC | 2.23% | Add +1.3% | 1,832 | $473K |
| Caliber Wealth Management, LLC / KS | 0.05% | Reduce -20.1% | 1,828 | $471K |
| Midwestern Financial, LLC | 0.39% | Add +0.7% | 1,824 | $471K |
| TrustWell Financial Advisors, LLC | 0.45% | — | 1,820 | $469K |
| Oakworth Capital, Inc. | 0.03% | No change | 1,820 | $469K |
| Chemistry Wealth Management LLC | 0.09% | Add +0.1% | 1,817 | $469K |
| Nest Investments, LLC | 0.39% | — | 1,816 | $468K |
| Christensen, King & Associates Investment Services, Inc. | 0.20% | Reduce -3.9% | 1,815 | $468K |
| Rik Saylor Financial, Inc. | 0.34% | Reduce -0.1% | 1,811 | $467K |
| Insight Advisors, LLC/ PA | 0.07% | Add +0.6% | 1,809 | $467K |
| Global Financial Private Client, LLC | 0.16% | No change | 1,805 | $466K |
| Opal Capital LLC | 0.12% | — | 1,670 | $465K |
| Nautilus Advisors LLC | 0.30% | No change | 1,800 | $464K |
| Brown Miller Wealth Management, LLC | 0.13% | No change | 1,800 | $464K |
| Beacon Investment Advisory Services, Inc. | 0.02% | Add +3.8% | 1,799 | $464K |
| American Financial & Tax Strategies Inc. | 0.23% | Reduce -2.5% | 1,796 | $463K |
| Invst, LLC | 0.05% | Add +22.0% | 1,791 | $462K |
| Urban Financial Advisory Corp | 0.18% | Add +8.6% | 1,790 | $462K |
| International Assets Investment Management, LLC | 0.03% | Add +2.1% | 1,788 | $461K |
| First Financial Bankshares Inc | 0.01% | Add +12.6% | 1,788 | $461K |
| Baker Tilly Wealth Management, LLC | 0.11% | Add +12.2% | 1,785 | $461K |
| Relyea Zuckerberg Hanson LLC | 0.05% | Add +0.1% | 1,782 | $460K |
| Silver Oak Advisory Group, Inc. | 0.21% | Reduce -44.5% | 1,783 | $459K |
| Archer Investment Corp | 0.10% | Add +9.1% | 1,778 | $459K |
| HORAN Wealth, LLC | 0.07% | Reduce -0.1% | 1,778 | $459K |
| Griffin Asset Management, Inc. | 0.05% | Reduce -2.5% | 1,770 | $457K |
| Florida Financial Advisors, LLC | 0.12% | Reduce -2.9% | 1,770 | $457K |
| Seven Mile Advisory | 0.08% | No change | 1,768 | $456K |
| HM Payson & Co. | 0.01% | Reduce -2.4% | 1,765 | $455K |
| Hutchens & Kramer Investment Management Group, LLC | 0.16% | Reduce -11.9% | 1,762 | $455K |
| Valley National Advisers Inc. | 0.06% | Add +13.9% | 1,761 | $454K |
| Horst & Graben Wealth Management LLC | 0.07% | Add +0.1% | 1,755 | $453K |
| River's Edge Wealth Management, LLC | 0.44% | — | 1,638 | $453K |
| Dahring | Cusmano LLC | 0.31% | Add +0.4% | 1,754 | $453K |
| Summitry LLC | 0.02% | New | 1,754 | $452K |
| Armstrong Henry H Associates Inc. | 0.04% | No change | 1,745 | $450K |
| Alteri Wealth LLC | 0.15% | Reduce -5.2% | 1,738 | $448K |
| Middleton & Co. Inc. | 0.05% | No change | 1,730 | $446K |
| Strategic Financial Services, Inc. | 0.02% | Reduce -8.8% | 1,607 | $446K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -3.9% | 1,723 | $445K |
| DGS Capital Management, LLC | 0.08% | Reduce -1.0% | 1,720 | $444K |
| Meridian Financial Partners LLC | 0.18% | No change | 1,600 | $443K |
| Finward Bancorp | 0.34% | Add +6.2% | 1,717 | $443K |
| PFW Advisors LLC | 0.13% | No change | 1,714 | $442K |
| Drake & Associates, LLC | 0.09% | Add +31.2% | 1,714 | $442K |
| Lifeworks Advisors, LLC | 0.06% | Add +5.4% | 1,709 | $441K |
| KPP Advisory Services LLC | 0.06% | Add +2.8% | 1,706 | $440K |
| Capital Investment Counsel, LLC | 0.06% | New | 1,705 | $440K |
| LMG Wealth Partners, LLC | 0.08% | Add +29.1% | 1,698 | $438K |
| Westbourne Investments, Inc. | 0.20% | No change | 1,690 | $436K |
| Sterling Investment Counsel, LLC | 0.12% | New | 1,812 | $435K |
| Summit Wealth Group LLC / Co. | 0.06% | New | 1,678 | $433K |
| Miller Financial Services LLC | 0.51% | Reduce -6.9% | 1,675 | $432K |
| Golden Bell Financial Planning LLC | 0.36% | Reduce -3.6% | 1,672 | $431K |
| Mascoma Wealth Management LLC | 0.09% | Reduce -2.0% | 1,671 | $431K |
| 49 Wealth Management, LLC | 0.04% | New | 1,670 | $431K |
| LifeGuide Financial Advisors, LLC | 0.14% | Reduce -5.3% | 1,646 | $430K |
| Austin Wealth Management, LLC | 0.06% | Reduce -13.4% | 1,598 | $430K |
| Weitzel Financial Services, Inc. | 0.17% | Reduce -2.1% | 1,641 | $429K |
| Templeton & Phillips Capital Management, LLC | 0.28% | Add +65.9% | 1,652 | $426K |
| First National Bank of Mount Dora, Trust Investment Services | 0.09% | No change | 1,648 | $425K |
| New Insight Wealth Advisors | 0.15% | Reduce -3.2% | 1,644 | $424K |
| Covestor Ltd | 0.22% | Add +2.4% | 1,644 | $424K |
| Patrick M Sweeney & Associates, Inc. | 0.27% | Reduce -0.2% | 1,643 | $424K |
| Veratis Advisors, Inc. | 0.34% | — | 1,537 | $424K |
| Etesian Wealth Advisors, Inc. | 0.13% | Reduce -12.3% | 1,637 | $422K |
| Tempo Wealth, LLC | 0.08% | — | 1,636 | $422K |
| Tocqueville Asset Management L.P. | 0.01% | Add +1.0% | 1,634 | $421K |
| Intergy Private Wealth, LLC | 0.13% | Reduce -0.2% | 1,632 | $421K |
| Pacific Sage Partners, LLC | 0.07% | No change | 1,629 | $420K |
| Polaris Investment Advisors, LLC | 0.30% | — | 1,629 | $420K |
| Allodium Investment Consultants, LLC | 0.21% | Reduce -4.0% | 1,624 | $419K |
| Journey Advisory Group, LLC | 0.04% | Reduce -23.3% | 1,619 | $418K |
| TOWER TRUST & INVESTMENT Co | 0.26% | Add +10.5% | 1,619 | $418K |
| Pillar Financial Advisors, LLC | 0.25% | Reduce -0.6% | 1,619 | $418K |
| Madison Park Capital Advisors, LLC | 0.34% | Add +0.8% | 1,615 | $417K |
| Town Capital LLC | 0.34% | — | 1,610 | $415K |
| Altiora Financial Group, LLC | 0.07% | No change | 1,603 | $414K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.34% | Add +17.3% | 1,602 | $413K |
| Coastwise Capital Group, LLC | 0.21% | No change | 1,602 | $413K |
| Kwmg, LLC | 0.04% | Add +21.9% | 1,599 | $412K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -10.1% | 1,599 | $412K |
| Independent Wealth Advisors LLC | 0.43% | — | 1,597 | $412K |
| TPG Advisors LLC | 0.26% | Add +11.0% | 1,597 | $412K |
| Busey Bank | 0.01% | Add +0.3% | 1,597 | $412K |
| Aerodigm Wealth, LLC | 0.16% | Reduce -8.4% | 1,592 | $411K |
| Investment Planning Advisors, Inc. | 0.12% | Add +11.9% | 1,590 | $410K |
| River Street Advisors LLC | 0.15% | No change | 1,580 | $408K |
| Interchange Capital Partners, LLC | 0.08% | Reduce -3.6% | 1,579 | $407K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -11.9% | 1,467 | $407K |
| Donor Advised Charitable Giving, Inc. | 0.01% | No change | 1,571 | $405K |
| Jim Saulnier & Associates, LLC | 0.21% | Add +0.7% | 1,571 | $405K |
| TruNorth Capital Management, LLC | 0.08% | No change | 1,569 | $405K |
| Litman Gregory Wealth Management LLC | 0.03% | No change | 1,563 | $403K |
| Bouchey Financial Group, Ltd. | 0.03% | Reduce -0.9% | 1,562 | $403K |
| Goepper Burkhardt LLC | 0.13% | Reduce -5.0% | 1,556 | $401K |
| Coquina Private Wealth LLC | 0.32% | — | 1,556 | $401K |
| Olde Wealth Management, LLC | 0.12% | Reduce -0.7% | 1,556 | $401K |
| Evergreen Wealth Partners LLC | 0.34% | — | 1,553 | $401K |
| Fortitude Advisory Group L.L.C. | 0.17% | Reduce -12.1% | 1,551 | $400K |
| EagleClaw Capital Managment, LLC | 0.06% | No change | 1,550 | $400K |
| Shepherd Financial Partners LLC | 0.04% | No change | 1,548 | $399K |
| Three Bearings Fiduciary Advisors, Inc. | 0.37% | — | 1,474 | $398K |
| TMB Capital Partners, LLC | 0.14% | — | 1,541 | $398K |
| Proffitt & Goodson Inc. | 0.06% | Reduce -8.5% | 1,534 | $396K |
| Cora Capital Advisors LLC | 0.15% | No change | 1,534 | $396K |
| Crescent Grove Advisors, LLC | 0.04% | No change | 1,532 | $395K |
| B & T Capital Management DBA Alpha Capital Management | 0.06% | Reduce -19.8% | 1,532 | $395K |
| Hardin Capital Partners, LLC | 0.19% | Add +0.2% | 1,530 | $395K |
| Eagle Bay Advisors LLC | 0.29% | No change | 1,520 | $392K |
| Keener Financial Planning LLC | 0.17% | Add +0.5% | 1,523 | $392K |
| Foundry Financial LLC | 0.21% | — | 1,519 | $392K |
| Values Added Financial LLC | 0.17% | Add +3.4% | 1,516 | $391K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,424 | $390K |
| Darden Wealth Group Inc | 0.19% | No change | 1,510 | $390K |
| Bravera Wealth | 0.20% | — | 1,510 | $390K |
| DF Dent & Co. Inc. | 0.01% | No change | 1,510 | $390K |
| SJS Investment Consulting Inc. | 0.05% | Add +2.7% | 1,508 | $389K |
| Millstone Evans Group, LLC | 0.23% | Add +1187.2% | 1,506 | $388K |
| TruWealth Advisors, LLC | 0.02% | Add +0.4% | 1,504 | $388K |
| Means Investment Co., Inc. | 0.03% | Add +0.3% | 1,500 | $387K |
| Clarity Retirement & Wealth, LLC | 0.34% | — | 1,499 | $387K |
| Mairs & Power Inc. | 0.00% | Add +15.6% | 1,496 | $386K |
| August Group Capital Ltd | 0.43% | — | 1,495 | $386K |
| Montis Financial, LLC | 0.08% | Reduce -39.0% | 1,491 | $385K |
| Sharp Wealth Advisory, LLC | 0.19% | Add +58.4% | 1,486 | $383K |
| Resolute Wealth Strategies, LLC | 0.17% | No change | 1,475 | $380K |
| WealthTrust Axiom LLC | 0.10% | No change | 1,475 | $380K |
| Greenspring Advisors, LLC | 0.02% | Add +64.8% | 1,475 | $380K |
| Nvest Financial, LLC | 0.16% | Reduce -45.5% | 1,474 | $380K |
| Value Investment Professionals, LLC | 0.40% | — | 1,473 | $380K |
| Somerset Group LLC | 0.29% | No change | 1,420 | $380K |
| Beacon Capital Management, LLC | 0.06% | Add +16.8% | 1,471 | $380K |
| LJI Wealth Management, LLC | 0.06% | No change | 1,469 | $379K |
| IAG Wealth Partners, LLC | 0.04% | Reduce -0.8% | 1,469 | $379K |
| Cedar Point Capital Partners, LLC | 0.24% | Reduce -7.7% | 1,469 | $379K |
| Authentikos Wealth Advisory, LLC | 0.25% | Reduce -1.2% | 1,468 | $379K |
| Great Diamond Partners, LLC | 0.07% | No change | 1,467 | $378K |
| Cutler Investment Counsel LLC | 0.04% | No change | 1,465 | $378K |
| Breachway Investments LLC | 0.40% | — | 1,464 | $378K |
| Armstrong Advisory Group, Inc. | 0.03% | Reduce -4.5% | 1,458 | $376K |
| William Mack & Associates, Inc. | 0.17% | Add +13.7% | 1,440 | $371K |
| Stonebridge Financial Group, LLC | 0.03% | Add +2.6% | 1,438 | $371K |
| Per Stirling Capital Management, LLC. | 0.04% | Reduce -12.7% | 1,438 | $371K |
| Old National Bancorp | 0.01% | Reduce -31.7% | 1,435 | $370K |
| Washburn Capital Management, Inc. | 0.20% | Add +5.1% | 1,434 | $370K |
| Integrity Investment Advisors, LLC | 0.20% | New | 1,433 | $370K |
| ZWJ Investment Counsel Inc. | 0.01% | Add +5.9% | 1,426 | $368K |
| Kaizen Financial Strategies | 0.16% | Add +1.9% | 1,425 | $367K |
| Victory Financial Group, LLC | 0.05% | Reduce -3.5% | 1,423 | $367K |
| Unique Wealth Strategies, LLC | 0.14% | Reduce -4.9% | 1,422 | $367K |
| Adapt Wealth Advisors, LLC | 0.13% | Reduce -29.6% | 1,417 | $366K |
| Prospect Financial Services LLC | 0.21% | Reduce -4.1% | 1,415 | $365K |
| Forza Wealth Management, LLC | 0.13% | No change | 1,410 | $364K |
| Blue Zone Wealth Advisors, LLC | 0.07% | Add +45.0% | 1,406 | $363K |
| Dynasty Wealth Management, LLC | 0.00% | Reduce -1.8% | 1,405 | $363K |
| Aspen Capital Management, LLC | 0.09% | No change | 1,403 | $362K |
| Aspect Partners, LLC | 0.16% | No change | 1,402 | $362K |
| Van Hulzen Asset Management, LLC | 0.03% | Add +39.6% | 1,402 | $362K |
| John A. Wolfe & Associates, Inc. | 0.19% | — | 1,396 | $360K |
| Alliance Wealth Advisors, LLC | 0.17% | No change | 1,396 | $360K |
| Courage Miller Partners, LLC | 0.11% | No change | 1,395 | $360K |
| Clarkston Capital Partners, LLC | 0.01% | New | 1,392 | $359K |
| Sentinel Pension Advisors, LLC | 0.05% | Add +5.2% | 1,385 | $357K |
| Andina Capital Management, LLC | 0.22% | Add +21.9% | 1,380 | $356K |
| Disciplined Investors, L.L.C. | 0.23% | Add +0.2% | 1,377 | $355K |
| Sloy Dahl & Holst, LLC | 0.04% | Add +45.0% | 1,376 | $355K |
| TrueWealth Advisors, LLC | 0.09% | Reduce -4.5% | 1,375 | $355K |
| Clifford Group, LLC | 0.27% | No change | 1,374 | $354K |
| Vantage Point Financial LLC | 0.13% | Add +0.4% | 1,373 | $354K |
| Live Oak Private Wealth LLC | 0.05% | Reduce -1.1% | 1,373 | $354K |
| Tempus Wealth Planning, LLC | 0.08% | Add +0.3% | 1,371 | $354K |
| Firestone Capital Management | 0.07% | Add +0.7% | 1,368 | $353K |
| Koss-Olinger Consulting, LLC | 0.03% | Add +0.1% | 1,366 | $352K |
| Trademark Financial Management, LLC | 0.19% | Add +0.4% | 1,363 | $352K |
| HBW Advisory Services LLC | 0.04% | Add +0.7% | 1,363 | $352K |
| Integrity Advisory Solutions, LLC | 0.05% | Add +9.9% | 1,360 | $351K |
| Sheets Smith Wealth Management | 0.04% | Add +0.7% | 1,361 | $351K |
| Nicholas Wealth, LLC. | 0.24% | New | 1,356 | $350K |
| Essential Planning, LLC. | 0.11% | Reduce -10.0% | 1,356 | $350K |
| ZynergyRetirementPlanningLLC | 0.22% | No change | 1,354 | $349K |
| LVW Advisors, LLC | 0.04% | Reduce -0.1% | 1,351 | $348K |
| Clark Estates Inc. | 0.08% | No change | 1,350 | $348K |
| Missouri Trust & Investment Co | 0.10% | No change | 1,344 | $347K |
| Howe & Rusling Inc. | 0.02% | Add +61.5% | 1,340 | $346K |
| WPG Advisers, LLC | 0.26% | Reduce -11.0% | 1,340 | $346K |
| Signet Financial Management, LLC | 0.04% | No change | 1,340 | $346K |
| Ground Swell Capital, LLC | 0.71% | New | 1,339 | $345K |
| Perryman Financial Advisory Inc. | 0.05% | — | 1,339 | $345K |
| Harbor Asset Planning, Inc. | 0.30% | Reduce -6.6% | 1,337 | $345K |
| Lawood & Co. | 0.33% | — | 1,331 | $343K |
| XY Planning Network, Inc. | 0.06% | New | 1,330 | $343K |
| Convergence Financial, LLC | 0.05% | Reduce -19.7% | 1,324 | $342K |
| SilverOak Wealth Management LLC | 0.05% | No change | 1,323 | $341K |
| Selective Wealth Management, Inc. | 0.11% | Add +20.4% | 1,237 | $341K |
| Flower City Capital | 0.17% | No change | 1,318 | $340K |
| LaSalle St. Investment Advisors, LLC | 0.05% | Add +0.3% | 1,321 | $340K |
| Allen Investment Management, LLC | 0.00% | New | 1,315 | $339K |
| Tyche Wealth Partners LLC | 0.05% | Reduce -16.0% | 1,314 | $339K |
| Hancock Whitney Corp. | 0.01% | No change | 1,314 | $339K |
| Parr McKnight Wealth Management Group, LLC | 0.04% | Reduce -1.2% | 1,311 | $338K |
| Clarius Group, LLC | 0.02% | Reduce -11.7% | 1,309 | $338K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 1,302 | $336K |
| Davidson Trust Co. | 0.14% | New | 1,301 | $336K |
| Premier Path Wealth Partners, LLC | 0.04% | New | 1,296 | $334K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | Reduce -18.3% | 1,295 | $334K |
| Grey Ledge Advisors, LLC | 0.08% | Add +0.1% | 1,294 | $334K |
| O'Brien Wealth Partners LLC | 0.04% | New | 1,291 | $333K |
| Hazlett, Burt & Watson, Inc. | 0.11% | Add +8.7% | 1,291 | $332K |
| L. Roy Papp & Associates, LLP | 0.04% | Add +2.1% | 1,287 | $332K |
| Aspiring Ventures, LLC | 0.12% | Add +11.0% | 1,285 | $331K |
| Traction Financial Partners, LLC | 0.20% | No change | 1,276 | $329K |
| Smith Thornton Advisors LLC | 0.17% | No change | 1,276 | $329K |
| New Republic Capital, LLC | 0.09% | Add +365.3% | 1,275 | $329K |
| London Co. of Virginia | 0.00% | Add +345.8% | 1,275 | $329K |
| ProVise Management Group, LLC | 0.02% | Reduce -5.4% | 1,275 | $329K |
| Cloud Capital Management, LLC | 0.15% | Add +1.0% | 1,273 | $328K |
| Tudor Investment Corporation | 0.00% | Reduce -64.6% | 1,270 | $328K |
| KWB Wealth | 0.03% | No change | 1,267 | $327K |
| Opal Wealth Advisors, LLC | 0.09% | Add +3.4% | 1,266 | $327K |
| Santori & Peters, Inc. | 0.11% | Reduce -2.1% | 1,259 | $325K |
| Granite Bay Wealth Management, LLC | 0.08% | New | 1,254 | $324K |
| Windward Private Wealth Management Inc. | 0.11% | Reduce -4.3% | 1,254 | $323K |
| Stone Loft Wealth Management LLC | 0.30% | — | 1,252 | $323K |
| Elmwood Wealth Management, Inc. | 0.10% | Add +19.0% | 1,251 | $323K |
| Foundation Wealth Management, LLC\PA | 0.12% | No change | 1,245 | $321K |
| Oakmont Investment Advisors, Inc. | 0.24% | — | 1,245 | $321K |
| DecisionMap Wealth Management, LLC | 0.20% | Reduce -1.8% | 1,245 | $321K |
| Transamerica Financial Advisors, LLC | 0.03% | Add +48.3% | 1,243 | $321K |
| Impact Capital Partners LLC | 0.09% | Reduce -0.8% | 1,241 | $320K |
| Oak Harvest Investment Services | 0.03% | Reduce -0.6% | 1,240 | $320K |
| Register Financial Advisors LLC | 0.12% | Add +28.5% | 1,240 | $320K |
| DV Trading LLC | 0.03% | — | 1,240 | $320K |
| Olistico Wealth, LLC | 0.16% | Reduce -7.0% | 1,239 | $320K |
| Forum Private Client Group LLC | 0.11% | Reduce -7.0% | 1,235 | $318K |
| Painted Porch Advisors LLC | 0.13% | Reduce -47.6% | 1,228 | $317K |
| Wulff, Hansen & Co. | 0.27% | Reduce -0.8% | 1,225 | $316K |
| Shade Tree Advisors LLC | 0.24% | Add +9.7% | 1,223 | $315K |
| Redwood Financial Network Corp | 0.20% | Reduce -3.8% | 1,223 | $315K |
| GatePass Capital, LLC | 0.17% | Add +3.2% | 1,221 | $315K |
| Penn Capital Management Company, LLC | 0.03% | New | 1,221 | $315K |
| Walleye Partners, LLC | 0.35% | — | 1,220 | $315K |
| Gilbert & Cook, Inc. | 0.04% | Reduce -0.6% | 1,218 | $314K |
| Summit Global Investments | 0.02% | Reduce -1.0% | 1,212 | $313K |
| Shared Vision Wealth Group LLC | 0.13% | No change | 1,141 | $313K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.10% | No change | 1,212 | $313K |
| MBA Advisors LLC | 0.13% | Add +0.3% | 1,207 | $311K |
| Osborne Partners Capital Management, LLC | 0.02% | No change | 1,203 | $310K |
| Elevation Wealth Management LLC | 0.30% | — | 1,202 | $310K |
| Integris Wealth Management, LLC | 0.07% | New | 1,198 | $309K |
| Portland Financial Advisors Inc | 0.66% | Reduce -2.0% | 1,195 | $308K |
| Destination Wealth Management | 0.01% | Reduce -31.0% | 1,194 | $308K |
| Cypress Capital Group | 0.03% | New | 1,193 | $308K |
| Reflection Asset Management | 0.22% | — | 1,163 | $307K |
| Prosperitas Financial LLC | 0.12% | Reduce -13.4% | 1,190 | $307K |
| Gratus Wealth Advisors, LLC | 0.04% | Reduce -4.1% | 1,189 | $307K |
| Clear Harbor Asset Management, LLC | 0.02% | No change | 1,185 | $306K |
| Forum Financial Management, LP | 0.00% | Reduce -2.1% | 1,184 | $305K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -33.1% | 1,183 | $305K |
| MainStreet Investment Advisors LLC | 0.04% | Reduce -1.3% | 1,180 | $304K |
| Advance Capital Management, Inc. | 0.01% | Reduce -23.4% | 1,172 | $302K |
| Gateway Wealth Partners, LLC | 0.03% | New | 1,171 | $302K |
| Shakespeare Wealth Management, LLC | 0.07% | No change | 1,169 | $301K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Add +0.1% | 1,094 | $301K |
| First Pacific Financial | 0.04% | No change | 1,168 | $301K |
| Alpha Financial Advisors, LLC | 0.09% | Add +0.1% | 1,168 | $301K |
| Resources Management Corp. /CT/ | 0.04% | Reduce -5.1% | 1,165 | $301K |
| EnRich Financial Partners LLC | 0.08% | Add +0.3% | 1,163 | $300K |
| GDS Wealth Management | 0.02% | Reduce -6.7% | 1,163 | $300K |
| Davis Investment Partners, LLC | 0.10% | Add +0.3% | 1,145 | $299K |
| Sit Investment Associates Inc. | 0.01% | No change | 1,154 | $298K |
| Carter Financial Group, INC. | 0.18% | Add +0.6% | 1,153 | $298K |
| Bannerstone Capital Management, LLC | 0.28% | — | 1,151 | $297K |
| Atlas Brown,Inc. | 0.09% | No change | 1,150 | $297K |
| Matrix Asset Advisors Inc. | 0.03% | Add +0.1% | 1,148 | $296K |
| Hidden Cove Wealth Management, LLC | 0.19% | No change | 1,148 | $296K |
| Soundwatch Capital LLC | 0.05% | New | 1,148 | $296K |
| IMA Advisory Services, Inc. | 0.03% | Add +0.9% | 1,148 | $296K |
| Bogart Wealth, LLC | 0.01% | Reduce -11.0% | 1,143 | $295K |
| Atlatl Advisers LLC | 0.11% | No change | 1,140 | $294K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 1,133 | $292K |
| Indiana Trust & Investment Management Co | 0.09% | Reduce -3.4% | 1,130 | $291K |
| Noesis Capital Mangement Corp. | 0.04% | Add +7.8% | 1,126 | $290K |
| Northcape Wealth Management, LLC | 0.08% | Add +0.3% | 1,126 | $290K |
| Bensler, LLC | 0.03% | Reduce -0.5% | 1,119 | $289K |
| Silver Coast Investments LLC | 0.10% | Reduce -4.8% | 1,118 | $288K |
| Silvia McColl Wealth Management, LLC | 0.19% | No change | 1,110 | $286K |
| Buttonwood Financial Advisors Inc. | 0.10% | Reduce -1.3% | 1,109 | $286K |
| SlateStone Wealth, LLC | 0.02% | No change | 1,107 | $286K |
| Osprey Private Wealth LLC | 0.08% | Add +29.1% | 1,108 | $286K |
| Accretive Wealth Partners, LLC | 0.08% | New | 1,107 | $286K |
| Serenus Wealth Advisors, LLC | 0.05% | No change | 1,100 | $284K |
| Avalon Trust Co | 0.02% | No change | 1,100 | $284K |
| Farmers Trust Co. | 0.05% | No change | 1,092 | $282K |
| Money Concepts Capital Corp. | 0.02% | Add +10.1% | 1,092 | $282K |
| Oarsman Capital, Inc. | 0.04% | Add +4.4% | 1,090 | $281K |
| Gateway Investment Advisers LLC | 0.00% | New | 1,088 | $281K |
| Cornerstone Advisory, LLC | 0.03% | No change | 1,087 | $280K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | Add +4.0% | 1,085 | $280K |
| Strategic Financial Concepts, LLC | 0.25% | Reduce -72.5% | 1,080 | $279K |
| Stokes Family Office, LLC | 0.03% | Add +1.4% | 1,072 | $277K |
| Boston Family Office LLC | 0.02% | Reduce -2.6% | 1,070 | $276K |
| Elevate Wealth Advisory, Inc. | 0.19% | Add +0.1% | 1,070 | $276K |
| Marco Investment Management LLC | 0.02% | No change | 1,067 | $275K |
| Advantage Trust Co | 0.12% | Reduce -25.8% | 1,065 | $275K |
| Carmel Capital Partners, LLC | 0.10% | Reduce -1.3% | 1,065 | $275K |
| BKM Wealth Management, LLC | 0.10% | No change | 1,063 | $274K |
| Detalus Advisors, LLC | 0.07% | Add +0.2% | 1,063 | $274K |
| Womack Financial LLC | 0.20% | No change | 1,057 | $273K |
| Holderness Investments Co. | 0.06% | Add +5.0% | 1,053 | $272K |
| Foster Group, Inc. | 0.01% | Add +15.8% | 1,053 | $272K |
| Southern Capital Advisors, LLC | 0.13% | Add +0.9% | 1,051 | $271K |
| Sentry LLC | 0.07% | No change | 1,048 | $270K |
| Blue Edge Capital, LLC | 0.04% | Add +23.5% | 1,047 | $270K |
| Wills Financial Group LLC | 0.10% | No change | 1,046 | $270K |
| McDonald Partners LLC | 0.08% | Reduce -15.8% | 1,044 | $269K |
| GHP Investment Advisors, Inc. | 0.01% | Reduce -6.4% | 1,041 | $269K |
| Tobias Financial Advisors, Inc. | 0.04% | No change | 1,039 | $268K |
| Moody National Bank Trust Division | 0.03% | No change | 1,036 | $267K |
| Sims Investment Management, LLC | 0.09% | Reduce -4.9% | 1,033 | $266K |
| Fourth Dimension Wealth, LLC | 0.10% | Reduce -4.7% | 1,030 | $266K |
| Valley Financial Group, Inc. | 0.15% | Reduce -30.8% | 1,029 | $265K |
| Old Peak Finance LLC | 0.16% | — | 1,027 | $265K |
| Private Management Group Inc. | 0.01% | Add +5.2% | 1,024 | $264K |
| GWN Securities Inc. | 0.05% | Add +4.0% | 1,021 | $263K |
| FLC Capital Advisors | 0.05% | Add +15.4% | 1,021 | $263K |
| Cornell Pochily Investment Advisors, Inc. | 0.08% | Add +15.8% | 1,019 | $263K |
| VERITY Wealth Advisors | 0.16% | No change | 1,015 | $262K |
| Optivise Advisory Services LLC | 0.15% | Add +0.6% | 1,008 | $260K |
| Legacy Trust | 0.05% | No change | 1,001 | $258K |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 1,000 | $258K |
| First Growth Capital LLC | 0.23% | — | 926 | $258K |
| CAP Partners, LLC | 0.14% | Reduce -1.2% | 992 | $256K |
| Kane Co Wealth Management, Inc. | 0.23% | — | 989 | $255K |
| Aull & Monroe Investment Management Corp | 0.13% | No change | 989 | $255K |
| Jaffetilchin Investment Partners, LLC | 0.01% | Add +5.7% | 989 | $255K |
| Csenge Advisory Group | 0.01% | Reduce -41.1% | 987 | $255K |
| Impact Partnership Wealth, LLC | 0.03% | Add +1.4% | 987 | $255K |
| Maseco LLP | 0.01% | New | 987 | $255K |
| Steinberganna Wealth Management | 0.12% | Add +7.8% | 985 | $254K |
| Aviance Capital Partners, LLC | 0.03% | No change | 984 | $254K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | New | 984 | $254K |
| Walker Financial Services, Inc. | 0.09% | Reduce -1.5% | 983 | $254K |
| NorthLanding Financial Partners, LLC | 0.20% | Reduce -9.9% | 977 | $252K |
| Steel Grove Capital Advisors, LLC | 0.03% | Reduce -53.6% | 977 | $252K |
| Austin Private Wealth, LLC | 0.02% | Add +3.2% | 974 | $251K |
| Lexington Hill Partners, LLC | 0.19% | — | 972 | $251K |
| Blalock Williams, LLC | 0.20% | No change | 972 | $251K |
| First Commonwealth Financial Corp | 0.04% | New | 971 | $250K |
| Crumly & Associates Inc. | 0.05% | No change | 970 | $250K |
| MCF Advisors LLC | 0.01% | Add +9.0% | 968 | $250K |
| Partnership Wealth Management, LLC | 0.18% | Add +0.3% | 962 | $248K |
| Glen Eagle Advisors, LLC | 0.03% | Reduce -4.9% | 962 | $248K |
| Alliance Private Wealth, LLC | 0.09% | — | 910 | $248K |
| Adkins Seale Capital Management LLC | 0.24% | — | 960 | $248K |
| Everstar Asset Management, LLC | 0.13% | No change | 960 | $248K |
| WLTH Capital Management, LLC | 0.19% | — | 893 | $247K |
| Global Trust Wealth Management LLC | 0.18% | — | 949 | $245K |
| Pasadena Private Wealth, LLC | 0.03% | Reduce -20.6% | 946 | $244K |
| M1 Capital Management LLC | 0.10% | No change | 945 | $244K |
| Novus Advisors, LLC | 0.54% | Reduce -0.1% | 941 | $243K |
| Dravo Bay LLC | 0.10% | Reduce -1.3% | 940 | $242K |
| YHB Investment Advisors, Inc. | 0.02% | No change | 937 | $242K |
| AF Advisors, Inc. | 0.09% | No change | 936 | $242K |
| Partners Wealth Management, LLC | 0.25% | Reduce -7.9% | 936 | $241K |
| RoundAngle Advisors LLC | 0.18% | Reduce -2.1% | 934 | $241K |
| Optima Capital LLC | 0.10% | Reduce -10.4% | 934 | $241K |
| AAF Wealth Management, LLC | 0.10% | New | 934 | $241K |
| Sterling Investment Advisors, Ltd. | 0.04% | New | 933 | $241K |
| Northland Securities, Inc. | 0.23% | — | 933 | $241K |
| Beck Mack & Oliver LLC | 0.00% | No change | 930 | $240K |
| Matisse Capital | 0.11% | No change | 928 | $239K |
| Prospect Financial Group LLC | 0.22% | No change | 927 | $239K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 925 | $239K |
| Stonebrook Private Inc. | 0.05% | No change | 926 | $239K |
| Carson Advisory Inc. | 0.12% | No change | 926 | $239K |
| Entrewealth, LLC | 0.11% | Reduce -24.0% | 861 | $239K |
| United Community Bank | 0.09% | Add +560.0% | 924 | $238K |
| Anson Capital, Inc. | 0.17% | No change | 923 | $238K |
| Security National Bank of Sioux City Iowa | 0.15% | Reduce -1.4% | 923 | $238K |
| Cherrydale Wealth Management, LLC | 0.07% | Reduce -82.0% | 921 | $238K |
| American State Bank (Iowa) | 0.11% | New | 921 | $238K |
| Approach Retirement Advisors, LLC | 0.20% | — | 920 | $237K |
| Collaborative Wealth Managment Inc. | 0.08% | New | 919 | $237K |
| Raffa Wealth Management, LLC | 0.04% | Add +0.7% | 919 | $237K |
| McCartney Wealth Management LLC | 0.20% | — | 917 | $236K |
| North Ridge Wealth Advisors, Inc. | 0.13% | No change | 915 | $236K |
| Aurora Private Wealth, Inc. | 0.16% | — | 916 | $236K |
| Correct Capital Wealth Management | 0.04% | No change | 913 | $236K |
| Yukon Wealth Management, Inc. | 0.14% | No change | 862 | $235K |
| Fulton Breakefield Broenniman LLC | 0.01% | New | 908 | $234K |
| Retirement Capital Strategies | 0.09% | No change | 907 | $234K |
| Caldwell Sutter Capital, Inc. | 0.10% | Add +0.3% | 905 | $233K |
| Park Capital Management, LLC / WI | 0.17% | Reduce -0.3% | 899 | $232K |
| Alhambra Investment Management LLC | 0.11% | Reduce -0.6% | 899 | $232K |
| Evergreen Advisors, LLC | 0.06% | — | 895 | $231K |
| LifeGoal Investments, LLC | 0.15% | No change | 893 | $230K |
| Cottage Street Advisors LLC | 0.10% | Add +0.7% | 893 | $230K |
| Beacon Wealthcare LLC | 0.08% | Reduce -1.4% | 887 | $229K |
| Trek Financial, LLC | 0.01% | New | 883 | $228K |
| Retirement Income Solutions, Inc. | 0.04% | No change | 880 | $227K |
| Community Bank, N.A. | 0.03% | Add +7.6% | 875 | $226K |
| Daybright Advisory Services, Inc. | 0.06% | — | 874 | $225K |
| Nottingham Advisors, Inc. | 0.03% | No change | 873 | $225K |
| Camelot Technology Advisors, Inc. | 0.17% | No change | 869 | $224K |
| SYM FINANCIAL Corp | 0.02% | No change | 869 | $224K |
| Tiller Private Wealth, Inc. | 0.08% | No change | 867 | $224K |
| Revere Asset Management, Inc | 0.08% | New | 867 | $224K |
| Regimen Wealth, LLC | 0.07% | Add +0.7% | 862 | $222K |
| Serenity Investment Advisors | 0.13% | — | 824 | $222K |
| Welch Group, LLC | 0.01% | Add +0.1% | 860 | $222K |
| Stephenson & Company, Inc. | 0.12% | No change | 859 | $222K |
| CGC Financial Services, LLC | 0.06% | No change | 857 | $221K |
| Novare Capital Management LLC | 0.02% | No change | 856 | $221K |
| Boston Trust Walden Corp | 0.00% | Reduce -25.2% | 856 | $221K |
| Retirement Solution LLC | 0.05% | Add +1.1% | 855 | $221K |
| RS Crum Inc. | 0.04% | No change | 855 | $221K |
| Richard W. Paul & Associates, LLC | 0.07% | Add +0.6% | 854 | $220K |
| Michels Family Financial, LLC | 0.16% | Add +0.7% | 852 | $220K |
| Reyes Financial Architecture, Inc. | 0.13% | Add +1.4% | 851 | $220K |
| RVW Wealth, LLC | 0.02% | Reduce -12.3% | 851 | $219K |
| Melfa Wealth Management, Inc. | 0.13% | No change | 850 | $219K |
| Tilia Fiduciary Partners, Inc. | 0.12% | Add +1.8% | 849 | $219K |
| Commons Capital, LLC | 0.15% | Reduce -10.5% | 847 | $218K |
| Monetary Solutions, Ltd | 0.21% | — | 845 | $218K |
| Powers Advisory Group, LLC | 0.08% | Add +3.7% | 841 | $217K |
| Pinion Investment Advisors, LLC | 0.05% | Add +2.2% | 841 | $217K |
| Strid Group, LLC | 0.03% | New | 840 | $217K |
| PCG Asset Management, LLC | 0.17% | No change | 835 | $216K |
| Vestor Capital, LLC | 0.02% | Reduce -59.7% | 338 | $216K |
| DDD Partners, LLC | 0.01% | No change | 830 | $214K |
| Breakwater Capital Group | 0.03% | New | 830 | $214K |
| Argent Advisors, Inc. | 0.06% | No change | 828 | $214K |
| Fairvoy Private Wealth, LLC | 0.05% | No change | 825 | $213K |
| Well Done, LLC | 0.03% | No change | 824 | $213K |
| Legacy Financial Group, Inc. | 0.06% | Add +0.3% | 818 | $211K |
| Fortune Financial Group, Inc. | 0.21% | — | 797 | $210K |
| Heritage Wealth Management, Inc./Texas | 0.09% | No change | 814 | $210K |
| DHJJ Financial Advisors, Ltd. | 0.07% | Add +0.3% | 812 | $209K |
| MinichMacGregor Wealth Management, LLC | 0.04% | No change | 811 | $209K |
| Northeast Planning Associates, Inc. / NH / | 0.15% | No change | 810 | $209K |
| Paller Financial Services Inc | 0.17% | — | 804 | $207K |
| Central Bank & Trust Co. | 0.03% | No change | 803 | $207K |
| Empirical Asset Management, LLC | 0.06% | No change | 2,930 | $207K |
| Waterfront Wealth Inc. | 0.04% | New | 752 | $207K |
| Willow Financial LLC | 0.21% | — | 802 | $207K |
| Berkshire Money Management, Inc. | 0.02% | New | 801 | $207K |
| Capital Investment Services of America, Inc. | 0.02% | No change | 800 | $206K |
| Trace Wealth Advisors, LLC | 0.15% | No change | 800 | $206K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.07% | No change | 800 | $206K |
| Arthur M. Cohen & Associates, LLC | 0.03% | No change | 800 | $206K |
| Morton Capital Management LLC | 0.03% | Add +0.3% | 799 | $206K |
| Twin City Private Wealth, LLC | 0.16% | Reduce -8.5% | 799 | $206K |
| Hantz Financial Services, Inc. | 0.00% | Add +49.1% | 799 | $206K |
| Legacy Financial Strategies, LLC | 0.04% | Reduce -5.2% | 798 | $206K |
| Princeton Global Asset Management LLC | 0.03% | Reduce -10.8% | 797 | $206K |
| Pekin Hardy Strauss, Inc. | 0.02% | Reduce -21.6% | 797 | $206K |
| Trustco Bank Corp. N Y | 0.19% | No change | 796 | $205K |
| Matauro, LLC | 0.03% | New | 796 | $205K |
| Broyhill Asset Management, LLC | 0.18% | No change | 793 | $205K |
| TKG Advisors, LLC | 0.08% | Reduce -1.6% | 792 | $204K |
| Shira Ridge Wealth Management | 0.08% | Reduce -23.7% | 791 | $204K |
| Crux Wealth Advisors | 0.08% | Reduce -1.7% | 789 | $204K |
| Bennett Selby Investments LP | 0.07% | New | 789 | $204K |
| Pitti Group Wealth Management, LLC | 0.17% | No change | 787 | $203K |
| Monograph Wealth Advisors, LLC | 0.02% | No change | 786 | $203K |
| Cassady Wealth & Retirement Planning, LLC | 0.13% | — | 785 | $202K |
| MOR Wealth Management, LLC | 0.09% | — | 784 | $202K |
| First Western Trust Bank | 0.01% | New | 784 | $202K |
| Telos Capital Management, Inc. | 0.02% | New | 783 | $202K |
| Versant Capital Management, Inc | 0.03% | Add +33.2% | 783 | $202K |
| Enclave Advisors LLC | 0.03% | New | 782 | $202K |
| Omega Financial Group, LLC | 0.07% | Reduce -33.6% | 781 | $201K |
| Institute for Wealth Management, LLC. | 0.02% | Reduce -41.5% | 780 | $201K |
| Amicus Financial Advisors, LLC | 0.06% | — | 779 | $201K |
| KW Wealth Management LLC | 0.30% | New | 777 | $200K |
| Richard P Slaughter Associates Inc | 0.04% | New | 777 | $200K |
| Basecamp Wealth Advisors LLC | 0.04% | — | 773 | $199K |
| Heartland Advisors Inc. | 0.01% | No change | 771 | $199K |
| Pflug Koory, LLC | 0.09% | Add +5.8% | 760 | $196K |
| Teachers Insurance & Annuity Association of America | 0.23% | Add +15.3% | 759 | $196K |
| Breakwater Investment Management | 0.07% | No change | 758 | $196K |
| Seal Cove Capital, LLC | 0.18% | — | 750 | $193K |
| Silicon Valley Capital Partners | 0.02% | Add +0.7% | 747 | $193K |
| Sachetta, LLC | 0.10% | Reduce -82.7% | 738 | $190K |
| Legacy Wealth Managment, LLC | 0.08% | Add +4175.0% | 684 | $176K |
| WealthCollab, LLC | 0.07% | Add +22.3% | 668 | $172K |
| KERR FINANCIAL PLANNING Corp | 0.23% | Add +188.3% | 689 | $172K |
| Perkins Coie Trust Co | 0.03% | No change | 665 | $172K |
| Schroder Investment Management Group | 0.00% | No change | 649 | $167K |
| one8zero8, LLC | 0.04% | No change | 647 | $167K |
| Vermillion Wealth Management, Inc. | 0.07% | Add +0.5% | 646 | $167K |
| Garton & Associates Financial Advisors LLC | 0.10% | — | 646 | $167K |
| Raleigh Capital Management Inc. | 0.06% | Reduce -12.4% | 642 | $166K |
| CVA Family Office, LLC | 0.02% | Add +0.2% | 635 | $164K |
| Eastern Bank | 0.00% | Add +0.3% | 633 | $163K |
| Ares Financial Consulting, LLC | 0.15% | — | 630 | $163K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -7.4% | 616 | $159K |
| Tsfg, LLC | 0.02% | No change | 606 | $156K |
| Coston, McIsaac & Partners | 0.04% | No change | 591 | $152K |
| Ascentis Wealth Management, LLC | 0.04% | Reduce -3.3% | 578 | $149K |
| Nemes Rush Group LLC | 0.01% | Reduce -6.7% | 570 | $147K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 560 | $145K |
| Gladwyn Financial Advisors, Inc. | 0.10% | Reduce -3.8% | 554 | $143K |
| Ulland Investment Advisors, LLC | 0.11% | No change | 555 | $143K |
| Pacific Center for Financial Services | 0.04% | No change | 558 | $142K |
| ORG Partners LLC | 0.03% | Add +198.4% | 549 | $142K |
| 1 North Wealth Services LLC | 0.05% | Add +44.6% | 541 | $140K |
| Orion Capital Management LLC | 0.05% | Add +0.8% | 519 | $134K |
| Townsend Asset Management Corp. /NC/ | 0.05% | Add +0.2% | 501 | $129K |
| Woodside Wealth Management LLC | 0.10% | No change | 497 | $128K |
| Morling Financial Advisors, LLC | 0.04% | No change | 485 | $125K |
| Go Invest LLC | 0.04% | — | 482 | $124K |
| MidFirst Bank | 0.01% | — | 468 | $121K |
| Paladin Advisory Group, LLC | 0.09% | Reduce -19.3% | 465 | $120K |
| Smallwood Wealth Investment Management, LLC | 0.06% | No change | 465 | $120K |
| Seneschal Advisors, LLC | 0.09% | No change | 456 | $118K |
| Mendota Financial Group, LLC | 0.09% | Reduce -18.5% | 454 | $117K |
| NFSG Corp | 0.02% | Add +0.2% | 454 | $117K |
| Carolina Wealth Advisors, LLC | 0.05% | New | 444 | $115K |
| Evolution Wealth Management Inc. | 0.09% | Add +78.2% | 442 | $114K |
| Conquis Financial LLC | 0.10% | No change | 434 | $112K |
| Gables Capital Management Inc. | 0.05% | No change | 424 | $109K |
| Founders Capital Management | 0.05% | Add +1.0% | 409 | $106K |
| Obsidian Cio, LLC | 0.16% | Reduce -98.2% | 408 | $105K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 407 | $105K |
| Sankala Group LLC | 0.08% | — | 377 | $104K |
| Key Capital Management, INC | 0.10% | — | 403 | $104K |
| Woodard & Co. Asset Management Group Inc. | 0.02% | No change | 400 | $103K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 400 | $103K |
| SWAN Capital LLC | 0.04% | No change | 394 | $102K |
| Rakuten Securities, Inc. | 0.03% | Add +9650.0% | 390 | $101K |
| Mb, Levis & Associates, LLC | 0.04% | Add +0.8% | 388 | $100K |
| Realta Investment Advisors | 0.03% | Add +15.2% | 386 | $100K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -6.1% | 386 | $99K |
| Robinswood Financial LLC | 0.03% | Add +7.3% | 380 | $98K |
| Global Wealth Strategies & Associates | 0.02% | Reduce -61.5% | 377 | $97K |
| Heritage Wealth Advisors | 0.00% | No change | 373 | $96K |
| 1015 Capital Partners, LLC | 0.09% | — | 373 | $96K |
| Red Lighthouse Investment Management, LLC | 0.03% | Reduce -10.4% | 370 | $95K |
| Crews Bank & Trust | 0.01% | Reduce -23.8% | 369 | $95K |
| Strive Financial Group ,LLC | 0.05% | — | 367 | $95K |
| Retirement Wealth Solutions LLC | 0.06% | No change | 364 | $94K |
| Ironwood Wealth Management, LLC. | 0.03% | Reduce -1.4% | 363 | $94K |
| Albion Financial Group | 0.01% | No change | 360 | $93K |
| Gilpin Wealth Management, LLC | 0.07% | — | 358 | $92K |
| GS Investments, Inc. | 0.05% | No change | 357 | $92K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 355 | $92K |
| American Capital Advisory, LLC | 0.04% | Reduce -25.1% | 338 | $87K |
| Atlantic Private Wealth, LLC | 0.06% | No change | 334 | $86K |
| Granite FO LLC | 0.05% | No change | 328 | $85K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +114.9% | 318 | $84K |
| Cornerstone Financial Management LLC | 0.08% | — | 323 | $83K |
| Kings Path Partners LLC | 0.03% | No change | 323 | $83K |
| Trust Co | 0.01% | Add +21.5% | 322 | $83K |
| Burkett Financial Services, LLC | 0.03% | Reduce -24.5% | 321 | $83K |
| Birchbrook, Inc. | 0.04% | No change | 309 | $80K |
| Broadwater Capital Management LLC | 0.06% | No change | 308 | $79K |
| Blueline Advisors LLC | 0.06% | — | 307 | $79K |
| Centennial Bank | 0.03% | No change | 305 | $79K |
| Mark Sheptoff Financial Planning, LLC | 0.04% | No change | 300 | $77K |
| Wellington Grp LLC | 0.03% | — | 297 | $77K |
| Wealth Preservation Advisors, LLC | 0.04% | Add +0.3% | 296 | $76K |
| Barnes Dennig Private Wealth Management LLC | 0.08% | No change | 291 | $75K |
| Alerus Financial NA | 0.00% | Reduce -56.1% | 291 | $75K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | No change | 289 | $75K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -90.4% | 272 | $74K |
| Financial Perspectives, Inc | 0.02% | Add +0.3% | 288 | $74K |
| Rossby Financial, LCC | 0.02% | Add +1.8% | 287 | $74K |
| Benson Wealth Management INC | 0.08% | — | 281 | $72K |
| Sawyer & Company, Inc | 0.03% | Add +6.9% | 279 | $72K |
| Murphy & Mullick Capital Management Corp | 0.05% | No change | 274 | $71K |
| Global Trust Asset Management, LLC | 0.03% | Add +145.4% | 265 | $68K |
| HighMark Wealth Management LLC | 0.03% | Add +0.4% | 264 | $68K |
| Ogorek Anthony Joseph /NY/ | 0.02% | No change | 266 | $68K |
| Quent Capital, LLC | 0.00% | Add +1361.1% | 263 | $68K |
| Pandora Wealth, Inc. | 0.04% | No change | 262 | $68K |
| Bayban | 0.06% | — | 260 | $67K |
| Comprehensive Financial Planning, Inc. | 0.04% | No change | 248 | $64K |
| Godfrey Financial Associates, Inc. | 0.05% | — | 246 | $63K |
| CNB Bank | 0.03% | No change | 245 | $63K |
| Private Wealth Management Group, LLC | 0.02% | Reduce -49.4% | 243 | $63K |
| Hollencrest Capital Management | 0.00% | No change | 243 | $63K |
| SIMA Wealth Partners, LLC | 0.05% | No change | 241 | $62K |
| SRH Advisors, LLC | 0.02% | No change | 240 | $62K |
| Hanson & Doremus Investment Management | 0.01% | No change | 238 | $61K |
| Keystone Financial Group, Inc. | 0.03% | No change | 236 | $61K |
| Financial Connections Group, Inc. | 0.02% | Reduce -8.5% | 236 | $60K |
| Pioneer Family Office, LLC | 0.04% | — | 222 | $57K |
| Acima Private Wealth, LLC | 0.02% | No change | 217 | $56K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | Add +0.5% | 214 | $55K |
| Hilltop National Bank | 0.01% | Add +35.1% | 208 | $54K |
| ESL Trust Services, LLC | 0.01% | Reduce -13.0% | 201 | $52K |
| Hilton Head Capital Partners, LLC | 0.03% | — | 200 | $52K |
| Bfsg, LLC | 0.01% | No change | 198 | $51K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 189 | $49K |
| Hoese & Co LLP | 0.03% | New | 188 | $48K |
| Toth Financial Advisory Corp. | 0.01% | No change | 180 | $46K |
| Midwest Capital Advisors, LLC | 0.02% | Reduce -54.1% | 177 | $46K |
| Measured Wealth Private Client Group, LLC | 0.01% | Add +166.7% | 176 | $45K |
| Byrne Asset Management LLC | 0.02% | New | 171 | $44K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 160 | $44K |
| Tucker Asset Management LLC | 0.01% | No change | 163 | $42K |
| Curio Wealth, LLC | 0.01% | Add +423.3% | 157 | $41K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 160 | $41K |
| Integrity Financial Corp | 0.02% | Add +12.9% | 157 | $40K |
| Tower View Wealth Management LLC | 0.02% | Add +0.7% | 156 | $40K |
| American National Bank & Trust | 0.00% | No change | 154 | $40K |
| Signature Equity Partners, LLC | 0.02% | — | 153 | $40K |
| Kozak & Associates, Inc. | 0.01% | Reduce -21.2% | 145 | $39K |
| YANKCOM Partnership | 0.02% | No change | 152 | $39K |
| Wealth Watch Advisors, INC | 0.01% | No change | 151 | $39K |
| Atomic Invest LLC | 0.02% | — | 149 | $39K |
| Creative Capital Management Investments LLC | 0.01% | No change | 150 | $39K |
| Canton Hathaway, LLC | 0.01% | No change | 150 | $39K |
| Family Manage LLC | 0.00% | No change | 150 | $39K |
| Greykasell Wealth Strategies, Inc. | 0.02% | New | 150 | $39K |
| Bellevue Asset Management, LLC | 0.01% | No change | 143 | $37K |
| Financial Network Wealth Advisors LLC | 0.04% | No change | 141 | $36K |
| Laurel Wealth Advisors LLC | 0.00% | New | 135 | $35K |
| Addison Advisors LLC | 0.01% | No change | 133 | $34K |
| Atwood & Palmer Inc. | 0.00% | No change | 132 | $34K |
| Clarity Asset Management, Inc. | 0.02% | Add +0.8% | 129 | $33K |
| Syntax Research, Inc. | 0.02% | No change | 129 | $33K |
| Winch Advisory Services, LLC | 0.01% | Add +0.8% | 127 | $33K |
| Roxbury Financial LLC | 0.03% | No change | 125 | $32K |
| GGM Financial LLC | 0.02% | Add +8.0% | 122 | $31K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 119 | $31K |
| Concord Wealth Partners | 0.00% | No change | 119 | $31K |
| Vision Retirement, LLC | 0.01% | — | 118 | $30K |
| Motco | 0.00% | No change | 116 | $30K |
| Sittner & Nelson, LLC | 0.01% | No change | 107 | $30K |
| NorthAvenue LLC | 0.02% | — | 113 | $29K |
| Avion Wealth | 0.01% | No change | 116 | $29K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.02% | — | 110 | $28K |
| Your Advocates Ltd., LLP | 0.01% | No change | 109 | $28K |
| Financial Management Professionals, Inc. | 0.00% | No change | 108 | $28K |
| Aventura Private Wealth, LLC | 0.01% | No change | 107 | $28K |
| Financial Gravity Asset Management, Inc. | 0.01% | No change | 103 | $27K |
| Colonial Trust Advisors | 0.00% | No change | 103 | $26K |
| Lloyd Advisory Services, LLC. | 0.01% | New | 98 | $25K |
| Navigoe, LLC | 0.02% | No change | 97 | $25K |
| Costello Asset Management, INC | 0.01% | New | 96 | $25K |
| Peachtree Investment Partners, LLC | 0.01% | Add +3.3% | 95 | $24K |
| Inlight Wealth Management, LLC | 0.01% | No change | 94 | $24K |
| Chesapeake Asset Management LLC | 0.02% | Reduce -29.6% | 93 | $24K |
| Wellington-Altus USA Inc. | 0.02% | — | 93 | $24K |
| Chapman Financial Group, LLC | 0.02% | No change | 90 | $23K |
| Arlington Trust Co LLC | 0.00% | No change | 90 | $23K |
| Walsh & Associates, LLC | 0.02% | — | 84 | $22K |
| POM Investment Strategies, LLC | 0.01% | New | 83 | $21K |
| Atlantic Edge Private Wealth Management, 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 | $19K |
| Cambient Family Office, LLC | 0.00% | — | 71 | $18K |
| Thompson Investment Management, Inc. | 0.00% | Add +62.8% | 70 | $18K |
| Kingdom Financial Group LLC. | 0.01% | New | 67 | $17K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 65 | $17K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 65 | $17K |
| Tidemark, LLC | 0.00% | Reduce -21.9% | 64 | $17K |
| Estate Planners Group, LLC | 0.01% | — | 64 | $17K |
| Ballast Advisors LLC | 0.00% | Add +23.1% | 64 | $17K |
| Friedenthal Financial | 0.01% | No change | 63 | $16K |
| Richards, Merrill & Peterson, Inc. | 0.01% | No change | 62 | $16K |
| Dorato Capital Management | 0.01% | — | 58 | $16K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | — | 54 | $14K |
| WFA of San Diego, LLC | 0.01% | No change | 53 | $14K |
| EPG Wealth Management LLC | 0.00% | No change | 53 | $14K |
| MGB Wealth Management, LLC | 0.00% | No change | 50 | $13K |
| Red Tortoise LLC | 0.01% | Add +2.1% | 49 | $13K |
| Hurley Capital, LLC | 0.01% | No change | 48 | $13K |
| Navalign, LLC | 0.00% | New | 48 | $12K |
| Pursuit Wealth Strategies, LLC | 0.02% | — | 46 | $12K |
| PFS Partners, LLC | 0.01% | No change | 44 | $11K |
| New Millennium Group LLC | 0.00% | No change | 44 | $11K |
| Westfuller Advisors, LLC | 0.00% | Add +2.3% | 44 | $11K |
| Wilkerson Advisory Group LLC | 0.00% | — | 42 | $11K |
| Islay Capital Management, LLC | 0.01% | New | 40 | $10K |
| Davis Capital Management | 0.01% | No change | 40 | $10K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 39 | $10K |
| CFG Wealth Management Services, Inc. | 0.01% | — | 38 | $10K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 38 | $10K |
| Kentucky Trust Co | 0.00% | No change | 36 | $9K |
| Ransom Advisory, Ltd | 0.00% | New | 36 | $9K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -50.0% | 36 | $9K |
| Van Eck Associates Corp. | 0.00% | No change | 33 | $9K |
| Sofi Wealth, LLC | 0.00% | Add +13.3% | 34 | $9K |
| Fairman Group, LLC | 0.01% | No change | 34 | $9K |
| Wolff Wiese Magana LLC | 0.00% | No change | 32 | $8K |
| Union Savings Bank | 0.00% | — | 32 | $8K |
| MTM Investment Management, LLC | 0.00% | No change | 32 | $8K |
| Zeit Capital LLC | 0.01% | No change | 31 | $8K |
| West Branch Capital LLC | 0.00% | No change | 26 | $7K |
| Game Plan Financial Advisors, LLC | 0.00% | Reduce -4.0% | 24 | $6K |
| Arvest Investments, Inc. | 0.00% | No change | 22 | $6K |
| Kilter Group LLC | 0.00% | New | 21 | $5K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 20 | $5K |
| Hamrick Investment Counsel, llc | 0.00% | — | 17 | $4K |
| Turning Point Benefit Group, Inc. | 0.00% | New | 16 | $4K |
| BankPlus Trust Department | 0.00% | New | 14 | $4K |
| Providence Capital Advisors, LLC | 0.00% | No change | 14 | $4K |
| Hoey Investments, Inc. | 0.00% | No change | 13 | $3K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 12 | $3K |
| Strategic Advocates LLC | 0.00% | New | 11 | $3K |
| Copia Wealth Management | 0.00% | No change | 10 | $3K |
| RHL Group, LLC | 0.00% | — | 9 | $2K |
| Bernard Wealth Management Corp. | 0.00% | No change | 8 | $2K |
| Goodman Advisory Group, LLC | 0.00% | Reduce -71.4% | 8 | $2K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -40.0% | 6 | $2K |
| Activest Wealth Management | 0.00% | No change | 6 | $2K |
| BNP Paribas Financial Markets | 0.00% | Reduce -100.0% | 6 | $2K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -98.7% | 5 | $1K |
| Van Den Berg Management I, Inc. | 0.00% | No change | 5 | $1K |
| Rice Partnership, LLC | 0.00% | No change | 5 | $1K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 5 | $1K |
| Nova Wealth Management, Inc. | 0.00% | New | 4 | $1K |
| McGuire Capital Advisors Inc. | 0.00% | — | 4 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 4 | $1K |
| Redmont Wealth Advisors LLC | 0.00% | No change | 3 | $774 |
| Eukles Asset Management | 0.00% | No change | 3 | $774 |
| Morse Asset Management, Inc | 0.00% | Reduce -57.1% | 3 | $774 |
| GoalVest Advisory LLC | 0.00% | No change | 2 | $516 |
| Vision Financial Markets LLC | 0.00% | No change | 2 | $262 |
| Imprint Wealth LLC | 0.00% | No change | 1 | $258 |
| Safe Harbor Fiduciary, LLC | 0.00% | — | 1 | $258 |
| Networth Advisors, LLC | 0.00% | — | 1 | $258 |
| Running Point Capital Advisors, LLC | 0.00% | No change | 1 | $258 |
| Acumen Wealth Advisors, LLC | 0.00% | — | 1 | $258 |
| Darwin Wealth Management, LLC | 0.00% | New | 1 | $257 |
| Loomis Sayles & Co. L P | 0.00% | No change | 1 | $224 |
| Brandywine Asset Management, Inc. | 0.00% | — | 1 | $93 |
"% 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.