Vanguard Most SM-Cap ETF-UsdVBETF
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 2,404 institutions reported holding Vanguard Most SM-Cap ETF-Usd (VB) in their 13F filings, up 25 from Q4 2025. 114 opened new positions and 82 sold out. The largest holders were Bank of America Corp. ($5.7B), Morgan Stanley ($2.1B) and Wells Fargo & Company ($1.6B). 5 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 114 | $141.0M |
| Exits | 82 | $85.6M |
All 13F filers, Q4 2025 → Q1 2026: 8,271,867 shares bought and 10,037,639 shares sold, net −1,765,772 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,404 holders
| Bank of America Corp. | 0.41% | Reduce -7.7% | 21,634,424 | $5.7B |
| Morgan Stanley | 0.13% | Add +2.3% | 8,041,306 | $2.1B |
| Wells Fargo & Company | 0.32% | Reduce -0.4% | 6,021,392 | $1.6B |
| UBS Group AG | 0.21% | Add +12.6% | 4,408,647 | $1.2B |
| Envestnet Asset Management Inc. | 0.25% | Add +8.9% | 3,535,022 | $925.9M |
| Mercer Global Advisors Inc. | 1.29% | Add +4.2% | 3,328,890 | $871.9M |
| LPL Financial LLC | 0.23% | Reduce -15.1% | 3,322,073 | $870.1M |
| Jones Financial Companies LLLP | 0.37% | Add +19.1% | 2,976,080 | $763.2M |
| Captrust Financial Advisors | 1.30% | Add +7.1% | 2,832,448 | $741.8M |
| Northwestern Mutual Wealth Management Co. | 0.45% | Add +2.4% | 2,812,991 | $736.8M |
| Raymond James Financial Inc. | 0.18% | Reduce -2.3% | 2,252,087 | $589.9M |
| Mariner, LLC | 0.68% | Add +12.7% | 2,215,685 | $580.3M |
| Ameriprise Financial Inc. | 0.13% | Reduce -8.4% | 2,197,074 | $575.3M |
| Royal Bank of Canada | 0.10% | Reduce -5.1% | 2,091,328 | $547.8M |
| Creative Planning | 0.36% | Reduce -4.2% | 2,035,636 | $533.2M |
| PNC Financial Services Group, Inc. | 0.30% | Add +1.0% | 1,962,918 | $514.1M |
| Bank of New York Mellon Corp | 0.09% | Add +11.8% | 1,940,971 | $508.4M |
| Charles Schwab Investment Management Inc. | 0.07% | Reduce -1.7% | 1,783,785 | $467.2M |
| Goldman Sachs Group Inc. | 0.06% | Add +3.5% | 1,745,051 | $457.1M |
| Wealthfront Advisers LLC | 0.98% | Add +8.2% | 1,696,661 | $444.4M |
| CIBC Bancorp USA Inc. | 0.53% | — | 1,506,970 | $394.1M |
| Cetera Investment Advisers | 0.34% | Add +5.4% | 1,230,968 | $322.4M |
| Wellington Management Group LLP | 0.06% | Add +3.0% | 1,191,150 | $312.0M |
| FMR LLC | 0.02% | Add +2.2% | 1,175,277 | $307.8M |
| Stifel Financial Corp. | 0.28% | Reduce -0.5% | 1,173,969 | $307.5M |
| JPMorgan Chase & Co. | 0.02% | Add +5.2% | 1,203,000 | $305.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 8.27% | Add +2.8% | 1,140,780 | $298.8M |
| Mission Wealth Management, LP | 6.17% | Add +0.1% | 1,125,152 | $294.7M |
| Commonwealth Equity Services, LLC | 0.36% | Reduce -1.5% | 980,879 | $256.9M |
| HighTower Advisors, LLC | 0.27% | Add +0.8% | 958,835 | $251.2M |
| Osaic Holdings, Inc. | 0.35% | Add +10.3% | 907,826 | $238.0M |
| Signaturefd, LLC | 3.63% | Add +5155.9% | 904,125 | $236.8M |
| Glenmede Trust Co. NA | 1.14% | Reduce -0.3% | 887,176 | $232.4M |
| Cerity Partners LLC | 0.32% | Add +12.0% | 863,565 | $227.1M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.82% | — | 818,731 | $214.4M |
| Baird Financial Group, Inc. | 0.33% | Add +4.1% | 810,773 | $212.4M |
| Nicholas Hoffman & Company, LLC. | 4.56% | Add +0.9% | 754,676 | $197.7M |
| Bank of Montreal | 0.08% | Reduce -12.2% | 733,004 | $192.0M |
| Fifth Third Bancorp | 0.32% | Add +119.4% | 678,702 | $177.8M |
| Badgley Phelps Wealth Managers, LLC | 3.51% | Reduce -12.1% | 673,535 | $176.4M |
| Country Trust Bank | 3.24% | Add +26.4% | 651,388 | $170.6M |
| Davis R M Inc. | 2.82% | Add +3.1% | 607,527 | $159.1M |
| 1832 Asset Management L.P. | 0.21% | Add +21.4% | 604,595 | $158.4M |
| Cullen/Frost Bankers, Inc. | 1.76% | Add +3.9% | 590,093 | $154.6M |
| Teacher Retirement System of Texas | 0.62% | No change | 567,165 | $148.6M |
| Vanguard Global Advisers, LLC | 0.08% | — | 555,448 | $145.5M |
| Corient Private Wealth LP | 0.20% | Reduce -3.7% | 548,068 | $143.2M |
| Clearstead Advisors, LLC | 1.26% | Reduce -3.9% | 525,158 | $137.5M |
| Moneta Group Investment Advisors LLC | 1.00% | Add +0.6% | 509,817 | $133.5M |
| Pathstone Holdings, LLC | 0.50% | Reduce -2.8% | 479,636 | $125.6M |
| CBIZ Investment Advisory Services, LLC | 4.56% | Add +259.5% | 476,205 | $124.7M |
| State Street Corp. | 0.00% | Reduce -16.4% | 462,345 | $121.1M |
| Rockefeller Capital Management L.P. | 0.21% | Add +3.7% | 459,424 | $120.3M |
| Pinnacle Associates Ltd. | 1.54% | Add +1.3% | 458,673 | $120.1M |
| Fusion Family Wealth, LLC | 8.64% | Add +2.8% | 441,733 | $115.7M |
| Truist Financial Corp. | 0.15% | Add +5.0% | 434,428 | $113.8M |
| Thrivent Financial for Lutherans | 0.22% | Reduce -1.4% | 430,929 | $112.9M |
| Equitable Holdings, Inc. | 0.70% | Add +9.3% | 423,322 | $109.3M |
| Peapack Gladstone Financial Corp. | 1.37% | Add +0.2% | 408,014 | $106.9M |
| Wealthspire Advisors, LLC | 0.83% | Add +0.7% | 401,536 | $105.2M |
| Cambridge Investment Research Advisors, Inc. | 0.27% | Reduce -0.3% | 395,662 | $103.6M |
| Baker Avenue Asset Management, LP | 2.33% | Add +1.0% | 390,627 | $102.3M |
| Natixis Advisors, LLC | 0.14% | Reduce -9.4% | 375,743 | $98.4M |
| Invictus Private Wealth, LLC | 6.09% | Add +1.7% | 375,719 | $98.4M |
| MML Investors Services, LLC | 0.27% | Reduce -14.8% | 375,337 | $98.3M |
| Heartwood Wealth Advisors LLC | 8.48% | Add +5.2% | 371,133 | $97.2M |
| Trustmark Bank Trust Department | 6.22% | Add +24.6% | 369,600 | $96.8M |
| BlackRock, Inc. | 0.00% | Add +3.5% | 367,802 | $96.3M |
| Private Advisor Group, LLC | 0.45% | Add +0.5% | 367,376 | $96.2M |
| Millburn Ridgefield LLC | 1.97% | Add +8.2% | 350,327 | $91.8M |
| Catalyst Capital Advisors LLC | 1.71% | Add +8.2% | 350,327 | $91.8M |
| Karpus Management, Inc. | 2.63% | Reduce -3.9% | 321,684 | $84.3M |
| Coldstream Capital Management Inc. | 1.04% | Add +2.1% | 320,036 | $83.8M |
| Efficient Advisors, LLC | 5.88% | Reduce -24.5% | 316,200 | $82.8M |
| M&T Bank Corp | 0.27% | Reduce -0.2% | 313,171 | $82.0M |
| Merit Financial Group, LLC | 0.60% | Add +8.4% | 310,293 | $81.3M |
| Park Avenue Securities LLC | 0.59% | Add +3.4% | 288,401 | $75.5M |
| Lincoln National Corp. | 2.16% | Reduce -5.8% | 284,318 | $74.5M |
| Auto-Owners Insurance Co | 1.54% | No change | 281,628 | $73.8M |
| Gibraltar Capital Management, Inc. | 12.63% | Add +0.5% | 280,039 | $73.3M |
| Kestra Advisory Services, LLC | 0.28% | Add +33.3% | 279,931 | $73.3M |
| Focus Partners Wealth | 0.08% | Add +2.7% | 267,051 | $70.1M |
| Wit, LLC | 1.31% | Reduce -0.1% | 264,221 | $69.2M |
| Pittenger & Anderson Inc. | 2.72% | Reduce -0.5% | 260,494 | $68.2M |
| Vista Capital Partners, Inc. | 6.85% | Reduce -1.1% | 260,102 | $68.1M |
| Smithfield Trust Co | 2.95% | Add +1.7% | 258,672 | $67.8M |
| Center for Financial Planning, Inc. | 6.98% | Add +0.1% | 255,392 | $66.9M |
| Assetmark, Inc. | 0.13% | Reduce -16.8% | 243,103 | $63.7M |
| CENTRAL TRUST Co | 1.21% | Add +11.4% | 234,190 | $61.3M |
| Betterment LLC | 0.11% | Add +0.7% | 230,828 | $60.5M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Reduce -42.7% | 228,029 | $60.4M |
| SCS Capital Management LLC | 0.61% | Add +75.2% | 219,708 | $57.5M |
| US Bancorp \de | 0.07% | Reduce -19.1% | 213,243 | $55.9M |
| Joel Isaacson & Co., LLC | 1.84% | Add +4.8% | 211,849 | $55.5M |
| MAI Capital Management | 0.31% | Add +3.5% | 211,306 | $55.3M |
| Vantagepoint Investment Advisers LLC | 0.47% | Reduce -1.7% | 210,237 | $55.1M |
| Ellenbecker Investment Group | 7.32% | Add +2.8% | 207,305 | $54.3M |
| Choreo, LLC | 0.66% | Add +11.3% | 204,738 | $53.6M |
| Janney Montgomery Scott LLC | 0.13% | Add +5.4% | 203,898 | $53.4M |
| Chicago Partners Investment Group LLC | 1.16% | Add +6.1% | 182,750 | $52.0M |
| Cary Street Partners Financial LLC | 1.27% | Reduce -0.4% | 195,276 | $51.1M |
| First Command Advisory Services, Inc. | 0.34% | Reduce -2.2% | 195,207 | $51.1M |
| NewEdge Advisors, LLC | 0.18% | Reduce -0.5% | 195,019 | $51.1M |
| Chandler Asset Management, Inc. | 7.60% | Reduce -26.5% | 191,300 | $50.1M |
| Jane Street Group, LLC | 0.05% | Add +1027.9% | 189,512 | $49.6M |
| American Trust | 4.36% | Add +1.5% | 188,242 | $49.3M |
| Wealthquest Corp | 3.48% | Add +23.1% | 187,247 | $49.0M |
| Citizens Financial Group Inc. | 0.65% | Add +0.3% | 177,989 | $46.6M |
| CX Institutional | 1.42% | Reduce -24.2% | 177,164 | $46.4M |
| Regions Financial Corp. | 0.30% | Add +3.8% | 174,447 | $45.7M |
| MilWealth Group LLC | 10.77% | Add +0.3% | 172,797 | $45.3M |
| Ballast, Inc. | 10.40% | Add +1.5% | 171,762 | $45.0M |
| TCV Trust & Wealth Management, Inc. | 3.74% | Reduce -0.8% | 170,397 | $44.6M |
| Garde Capital, Inc. | 2.64% | Reduce -1.0% | 168,306 | $44.1M |
| AMG National Trust Bank | 0.95% | Add +13.7% | 167,650 | $43.9M |
| Sanctuary Advisors, LLC | 0.23% | Add +0.4% | 165,610 | $43.4M |
| Clark Asset Management, LLC | 4.06% | Add +7.7% | 165,053 | $43.2M |
| Johnson Financial Group, LLC | 2.87% | Reduce -4.7% | 164,577 | $43.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 2.93% | Add +3.4% | 163,687 | $42.9M |
| &partners | 0.21% | Add +8.9% | 161,417 | $42.4M |
| Parallel Advisors, LLC | 0.76% | Add +2.5% | 161,135 | $42.2M |
| Beacon Pointe Advisors, LLC | 0.22% | Add +9.3% | 160,136 | $41.9M |
| Mountain Capital Investment Advisors Inc. | 6.05% | Add +5.3% | 143,693 | $40.7M |
| Apella Capital, LLC | 0.60% | Add +0.9% | 142,227 | $40.5M |
| MPS Loria Financial Planners, LLC | 10.67% | Add +1.6% | 154,343 | $40.4M |
| Alps Advisors Inc. | 0.19% | Reduce -11.2% | 153,390 | $40.2M |
| Investments & Financial Planning, LLC | 21.21% | Reduce -0.7% | 148,729 | $39.0M |
| Capital Asset Advisory Services LLC | 1.49% | Add +6.0% | 136,093 | $38.9M |
| Lido Advisors, LLC | 0.15% | Add +1.1% | 146,103 | $38.3M |
| Janus Henderson Group PLC | 0.02% | Reduce -51.4% | 145,876 | $38.2M |
| Legacy Financial Group LLC | 4.74% | Add +0.2% | 143,888 | $37.7M |
| Heritage Investors Management Corp. | 1.14% | Reduce -0.7% | 142,972 | $37.4M |
| Aufman Associates Inc | 18.35% | Reduce -1.0% | 142,772 | $37.4M |
| Connecticut Wealth Management, LLC | 1.56% | Reduce -5.0% | 142,250 | $37.3M |
| Brown Financial Advisory | 18.36% | Add +14.0% | 141,352 | $37.0M |
| Scott Capital Advisors, LLC | 7.47% | Add +0.5% | 135,454 | $36.9M |
| Compound Planning, Inc. | 1.11% | Reduce -11.4% | 137,137 | $35.9M |
| Moller Wealth Partners | 7.04% | Add +2.8% | 136,177 | $35.7M |
| D.A. Davidson & Co. | 0.22% | Add +3.6% | 135,340 | $35.4M |
| Discipline Wealth Solutions, LLC | 3.67% | Add +219.0% | 133,155 | $34.9M |
| Associated Banc-Corp | 0.92% | Add +12.7% | 133,084 | $34.9M |
| Northeast Investment Management | 1.44% | Add +3.4% | 132,988 | $34.8M |
| Northern Trust Corp. | 0.00% | Add +1.5% | 132,857 | $34.8M |
| Whelan Financial | 10.50% | Reduce -0.2% | 129,152 | $33.8M |
| Avior Wealth Management, LLC | 0.96% | Reduce -16.1% | 129,053 | $33.8M |
| Financial Management Professionals, Inc. | 3.77% | Add +118709.3% | 128,314 | $33.6M |
| AA Financial Advisors, LLC | 4.72% | Reduce -2.0% | 128,019 | $33.5M |
| Waverly Advisors, LLC | 0.25% | Add +1.2% | 126,695 | $33.2M |
| Pure Financial Advisors, LLC | 0.48% | Add +0.2% | 126,682 | $33.2M |
| Randolph Co Inc | 3.16% | Add +0.1% | 126,290 | $33.1M |
| Bluestem Financial Advisors, LLC | 12.50% | Add +2.0% | 123,580 | $32.4M |
| Wolff Financial Management LLC | 7.14% | Add +2.5% | 123,376 | $32.3M |
| Brookstone Capital Management | 0.37% | Add +4.7% | 122,115 | $32.0M |
| Orion Porfolio Solutions, LLC | 0.27% | Add +3.4% | 120,685 | $31.6M |
| WP Advisors, LLC | 8.16% | Reduce -2.2% | 120,390 | $31.5M |
| Chatham Capital Group, Inc. | 4.54% | Reduce -3.4% | 119,511 | $31.3M |
| StoneX Group Inc. | 1.67% | Add +44.8% | 118,060 | $31.0M |
| NewEdge Wealth, LLC | 0.37% | Reduce -5.1% | 118,233 | $31.0M |
| St Germain D J Co. Inc. | 1.22% | Reduce -2.4% | 117,822 | $30.9M |
| Circle Wealth Management, LLC | 0.44% | Add +34.3% | 117,586 | $30.8M |
| United Capital Financial Advisors, LLC | 0.19% | Reduce -1.1% | 117,447 | $30.7M |
| CreativeOne Wealth, LLC | 0.70% | Reduce -0.8% | 115,857 | $30.3M |
| Vanguard Advisers Inc. | 0.12% | — | 115,543 | $30.3M |
| Composition Wealth, LLC | 0.41% | Reduce -4.6% | 114,000 | $29.9M |
| Sharp Wealth Advisory, LLC | 14.74% | Add +7569.2% | 113,964 | $29.8M |
| Integrated Wealth Concepts LLC | 0.23% | Add +52.5% | 112,000 | $29.3M |
| Leavell Investment Management, Inc. | 1.20% | Add +0.3% | 111,460 | $29.2M |
| Searcy Financial Services Inc. | 10.81% | Add +1.9% | 111,329 | $29.2M |
| Bank of Hawaii | 1.51% | Add +0.1% | 110,356 | $28.9M |
| Howard Capital Management Group, LLC | 1.92% | Add +3.2% | 110,269 | $28.9M |
| Summit Financial, LLC | 0.37% | Add +12.1% | 110,082 | $28.8M |
| EverSource Wealth Advisors, LLC | 0.88% | Add +91.0% | 110,024 | $28.8M |
| AQR Capital Management | 0.01% | Add +15.3% | 108,081 | $28.3M |
| Procyon Advisors, LLC | 1.37% | Reduce -1.8% | 106,896 | $28.0M |
| EP Wealth Advisors, LLC | 0.14% | Reduce -8.2% | 106,288 | $27.8M |
| Cwm, LLC | 0.07% | Reduce -6.5% | 106,060 | $27.8M |
| Modera Wealth Management, LLC | 0.32% | Reduce -5.0% | 103,322 | $27.1M |
| SP Asset Management LLC | 2.36% | Reduce -2.2% | 102,259 | $26.8M |
| BLB&B Advisors, LLC | 1.09% | Reduce -3.2% | 100,875 | $26.4M |
| Stephens Inc. | 0.33% | Reduce -0.8% | 100,683 | $26.4M |
| 3Chopt Investment Partners, LLC | 6.00% | Add +3.2% | 100,163 | $26.2M |
| Patriot Investment Management Group, Inc. | 1.66% | Reduce -1.7% | 99,375 | $26.0M |
| MBE Wealth Management, LLC | 10.79% | Reduce -1.8% | 99,166 | $26.0M |
| Laird Norton Wetherby Trust Company, LLC | 0.56% | Add +10.5% | 98,182 | $25.7M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -11.2% | 98,179 | $25.7M |
| Savant Capital, LLC | 0.12% | Reduce -18.0% | 98,074 | $25.7M |
| Woodmont Investment Counsel LLC | 1.58% | Add +0.9% | 98,052 | $25.7M |
| TRB Wealth Management, LLC | 3.64% | — | 97,880 | $25.6M |
| Cyndeo Wealth Partners, LLC | 1.34% | Add +4.7% | 96,958 | $25.4M |
| Curran Financial Partners, LLC | 4.51% | Add +11.2% | 96,187 | $25.2M |
| Manning & Napier Advisors LLC | 0.35% | Add +11.9% | 95,944 | $25.1M |
| Steward Partners Investment Advisory, LLC | 0.13% | Reduce -4.4% | 94,388 | $24.7M |
| Brown Advisory Inc. | 0.04% | Reduce -3.0% | 93,454 | $24.5M |
| Huntington National Bank | 0.18% | New | 93,289 | $24.4M |
| AlphaCore Capital LLC | 0.58% | Add +12.0% | 93,267 | $24.4M |
| Koshinski Asset Management, Inc. | 1.50% | Add +4.5% | 91,720 | $24.0M |
| Nuveen, LLC | 0.01% | Add +12.5% | 91,205 | $23.9M |
| Bessemer Group Inc. | 0.04% | Reduce -3.2% | 91,139 | $23.9M |
| HB Wealth Management, LLC | 0.15% | Add +6.0% | 91,104 | $23.9M |
| WBH Advisory Inc. | 1.76% | Reduce -3.3% | 89,261 | $23.5M |
| First Manhattan Co. Llc. | 0.07% | Add +8.1% | 89,427 | $23.4M |
| Summit Trail Advisors, LLC | 0.33% | Add +4.3% | 89,254 | $23.4M |
| Glenview Trust Co | 0.36% | Add +0.0% | 88,617 | $23.2M |
| Montag A & Associates Inc. | 1.08% | Add +1.8% | 88,378 | $23.1M |
| Aspiriant, LLC | 0.66% | Add +8.4% | 88,362 | $23.1M |
| Koesten, Hirschmann & Crabtree, INC. | 11.19% | Add +3.5% | 87,707 | $23.0M |
| Hurlow Wealth Management Group, Inc. | 5.46% | Add +0.1% | 87,526 | $22.9M |
| Financial Engines Advisors L.L.C. | 0.05% | Reduce -4.8% | 87,478 | $22.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +377.6% | 86,393 | $22.6M |
| Inspirion Wealth Advisors, LLC | 2.81% | Add +28.7% | 86,202 | $22.6M |
| Simon Quick Advisors, LLC | 1.03% | Add +8.2% | 86,104 | $22.6M |
| Crewe Advisors LLC | 1.91% | No change | 85,513 | $22.4M |
| Burrus Financial Services, Inc. | 10.22% | Reduce -70.3% | 85,257 | $22.3M |
| Bleakley Financial Group, LLC | 0.34% | Reduce -0.2% | 83,747 | $21.9M |
| Elm Partners Management LLC | 0.94% | Add +14.1% | 85,423 | $21.7M |
| MBM Wealth Consultants, LLC | 4.97% | Add +1.3% | 82,718 | $21.7M |
| Noble Family Wealth, LLC | 4.44% | Add +4.1% | 82,179 | $21.5M |
| BCK Partners, Inc. | 11.59% | Reduce -0.1% | 81,950 | $21.5M |
| VestGen Advisors, LLC | 0.59% | Add +107.7% | 73,013 | $20.9M |
| DeDora Capital, Inc. | 5.11% | Add +0.9% | 79,562 | $20.8M |
| Whitegate Investment Counselors, Inc. | 6.56% | Reduce -1.6% | 78,768 | $20.6M |
| Kohmann Bosshard Financial Services, LLC | 2.01% | Reduce -0.7% | 78,747 | $20.6M |
| Compton Wealth Advisory Group, LLC | 4.57% | Add +1.1% | 77,948 | $20.5M |
| Tectonic Advisors LLC | 1.08% | Reduce -1.4% | 78,264 | $20.5M |
| Twele Capital Management, Inc. | 3.65% | Add +0.0% | 78,142 | $20.5M |
| Daymark Wealth Partners, LLC | 0.64% | Reduce -0.4% | 77,373 | $20.3M |
| Financial Synergies Wealth Advisors, Inc. | 1.92% | Reduce -2.6% | 76,985 | $20.2M |
| Charles Schwab Trust Co | 1.30% | Add +0.2% | 76,578 | $20.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.38% | Reduce -5.1% | 76,335 | $20.0M |
| Focus Partners Advisor Solutions, LLC | 0.20% | Reduce -8.7% | 75,826 | $19.9M |
| Strategic Investment Advisors / MI | 1.37% | Add +5.1% | 75,521 | $19.8M |
| Roof Eidam Maycock Peralta, LLC | 4.53% | Add +0.4% | 75,449 | $19.8M |
| Salem Investment Counselors Inc. | 0.58% | Add +0.2% | 74,831 | $19.6M |
| World Investment Advisors | 0.32% | Add +11.9% | 74,777 | $19.6M |
| Wealthspire Retirement, LLC | 1.16% | Add +7.1% | 74,047 | $19.4M |
| O'shaughnessy Asset Management, LLC | 0.10% | Add +7.1% | 73,594 | $19.3M |
| SAM Advisors, LLC | 6.04% | Add +1.4% | 73,572 | $19.3M |
| Drucker Wealth 3.0, LLC | 3.33% | Reduce -0.3% | 72,899 | $19.1M |
| OneAscent Financial Services LLC | 1.03% | Add +460.4% | 72,707 | $19.0M |
| McIlrath & Eck, LLC | 1.43% | Add +4.4% | 72,618 | $19.0M |
| Quantinno Capital Management LP | 0.03% | Add +41.5% | 72,283 | $18.9M |
| QRG Capital Management, Inc. | 0.19% | Reduce -3.7% | 71,832 | $18.8M |
| Rainey & Randall Wealth Advisors Inc. | 3.05% | Add +4.9% | 71,747 | $18.8M |
| Marietta Wealth Management, LLC | 2.23% | Add +0.4% | 71,731 | $18.8M |
| Sage Rhino Capital LLC | 3.48% | Reduce -1.1% | 70,959 | $18.6M |
| Gemmer Asset Management LLC | 1.44% | Add +1.8% | 69,601 | $18.2M |
| Great Valley Advisor Group, Inc. | 0.33% | Reduce -3.5% | 69,566 | $18.2M |
| Golden Road Advisors LLC | 10.48% | Add +2.0% | 69,458 | $18.2M |
| Tidal Investments LLC | 0.06% | Reduce -34.1% | 69,254 | $18.1M |
| Alliancebernstein L.P. | 0.01% | Add +0.9% | 70,296 | $18.1M |
| Allworth Financial LP | 0.07% | Reduce -1.1% | 68,585 | $18.0M |
| Crane Advisory, LLC | 2.67% | Reduce -3.4% | 63,769 | $17.8M |
| Independent Advisor Alliance | 0.19% | Add +1473.6% | 67,948 | $17.8M |
| Cresset Asset Management, LLC | 0.08% | Add +7.1% | 67,507 | $17.7M |
| Abound Wealth Management | 4.01% | Add +0.3% | 67,379 | $17.6M |
| Acropolis Investment Management, LLC | 0.78% | Reduce -1.9% | 67,185 | $17.6M |
| Agf Management Ltd. | 0.08% | Reduce -1.0% | 65,906 | $17.3M |
| Aries Wealth Management | 3.77% | Add +12.9% | 65,524 | $17.2M |
| AJ Advisors, LLC | 6.37% | Add +2.3% | 65,512 | $17.2M |
| Signal Advisors Wealth, LLC | 1.17% | Add +64.6% | 65,255 | $17.1M |
| Whittier Trust Co. of Nevada Inc. | 0.35% | Reduce -1.1% | 63,755 | $16.9M |
| Thornburg Investment Management Inc. | 0.18% | New | 64,480 | $16.9M |
| Kestra Private Wealth Services, LLC | 0.21% | Reduce -0.6% | 64,185 | $16.8M |
| Dunhill Financial, LLC | 3.93% | Add +10.9% | 63,623 | $16.7M |
| Blair William & Co. | 0.05% | Add +4.6% | 63,572 | $16.7M |
| Atria Investments, Inc | 0.19% | Reduce -2.8% | 63,537 | $16.6M |
| Arax Advisory Partners | 0.47% | Reduce -49.3% | 63,124 | $16.5M |
| Concurrent Investment Advisors, LLC | 0.18% | Reduce -1.1% | 63,123 | $16.5M |
| Bradley Foster & Sargent Inc. | 0.26% | Add +4.1% | 62,822 | $16.5M |
| Tribridge Partners Financial LLC | 6.81% | Add +3.2% | 62,145 | $16.4M |
| Nelson Capital Management, LLC | 2.00% | Reduce -0.3% | 62,686 | $16.4M |
| True North Advisors, LLC | 1.87% | Reduce -1.8% | 62,645 | $16.4M |
| Wedmont Private Capital | 0.53% | Add +4.2% | 60,051 | $16.4M |
| McAdam, LLC | 0.73% | Add +3.4% | 61,703 | $16.2M |
| Wealth Architects, LLC | 1.41% | Reduce -2.4% | 60,594 | $15.9M |
| Capital Group Private Client Services, Inc. | 0.27% | Add +5.1% | 60,344 | $15.8M |
| RFG Holdings, Inc. | 3.98% | Add +9.9% | 60,282 | $15.8M |
| Johnson Investment Counsel Inc. | 0.13% | Reduce -2.4% | 60,118 | $15.7M |
| Plum Street Advisors, LLC | 5.41% | Add +1.4% | 59,686 | $15.6M |
| Burling Wealth Partners, LLC | 2.52% | Reduce -2.0% | 59,575 | $15.6M |
| Focused Wealth Management, Inc | 1.59% | Add +7.2% | 58,073 | $15.2M |
| Atmos Advisory, LLC | 8.54% | Add +1.5% | 57,413 | $15.0M |
| Vestmark Advisory Solutions, Inc. | 0.17% | Add +402.4% | 57,404 | $15.0M |
| ETF Portfolio Partners, Inc. | 3.92% | Add +1.7% | 56,971 | $14.9M |
| Diversify Wealth Management, LLC | 0.27% | Add +23.4% | 53,248 | $14.9M |
| Berkshire Asset Management LLC | 0.64% | Add +0.5% | 56,691 | $14.8M |
| GoalFusion Wealth Management, LLC | 6.73% | Add +1.4% | 56,670 | $14.8M |
| TD Private Client Wealth LLC | 0.31% | Reduce -1.1% | 56,364 | $14.8M |
| Savvy Advisors, Inc. | 0.40% | Add +7.0% | 56,306 | $14.7M |
| McClarren Financial Advisors, Inc. | 8.64% | Add +0.2% | 55,739 | $14.6M |
| Trust Co of the South | 2.34% | Reduce -5.0% | 55,631 | $14.6M |
| White Wing Wealth Management | 8.72% | Add +0.2% | 55,450 | $14.5M |
| Clarity Wealth Advisors, LLC | 2.97% | Add +7.1% | 55,103 | $14.4M |
| VSM Wealth Advisory, LLC | 4.30% | Add +2.0% | 54,990 | $14.4M |
| Frisco Financial Planning LLC | 11.80% | Add +0.6% | 54,623 | $14.3M |
| Sage Financial Group Inc. | 0.92% | Add +1.0% | 53,701 | $14.1M |
| Performance Wealth Partners, LLC | 0.41% | Add +416.2% | 53,459 | $14.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.24% | Reduce -0.7% | 53,331 | $14.0M |
| Ascent Wealth Partners, LLC | 1.62% | New | 53,150 | $13.9M |
| Fiduciary Wealth Partners, LLC | 9.08% | Reduce -25.3% | 52,967 | $13.9M |
| Oppenheimer & Co. Inc. | 0.17% | Add +5.7% | 52,847 | $13.8M |
| Ballentine Partners, LLC | 0.19% | Add +11.9% | 52,702 | $13.8M |
| Bear Mountain Capital, Inc. | 4.14% | Add +3.7% | 48,121 | $13.8M |
| Ameritas Advisory Services, LLC | 0.53% | Reduce -3.1% | 52,151 | $13.7M |
| PDS Planning, Inc | 0.90% | Reduce -0.1% | 52,005 | $13.6M |
| Asset Management Group, Inc. | 2.19% | Reduce -0.0% | 51,785 | $13.6M |
| Bartlett & Co. Wealth Management LLC | 0.17% | Reduce -0.5% | 47,787 | $13.5M |
| Mitchell McLeod Pugh & Williams Inc. | 1.99% | Reduce -2.2% | 51,535 | $13.5M |
| Nicolet Bankshares Inc. | 0.50% | Add +688.3% | 51,226 | $13.5M |
| Tiaa Trust, National Association | 0.82% | Reduce -94.3% | 51,243 | $13.4M |
| Roberts Wealth Advisors, LLC | 3.41% | Add +4.1% | 51,214 | $13.4M |
| Rossmore Private Capital | 1.18% | Reduce -2.3% | 51,126 | $13.4M |
| Gateway Wealth Partners, LLC | 0.52% | Add +4237.9% | 50,797 | $13.3M |
| Farther Finance Advisors, LLC | 0.12% | Add +13.1% | 50,100 | $13.2M |
| Arbor Wealth Advisors LLC | 9.26% | Add +0.0% | 50,376 | $13.2M |
| Capital Advisors Inc. | 0.21% | Reduce -1.2% | 50,262 | $13.2M |
| Benjamin Edwards Inc. | 0.13% | Reduce -0.7% | 50,000 | $13.1M |
| Ashton Thomas Private Wealth, LLC | 0.31% | Add +2.7% | 49,679 | $13.0M |
| KTF Investments, LLC | 2.22% | Reduce -2.1% | 49,572 | $13.0M |
| St. Louis Trust Co | 1.51% | Reduce -1.2% | 49,347 | $12.9M |
| CRA Financial Services, LLC | 1.68% | Reduce -5.0% | 49,303 | $12.9M |
| Staley Capital Advisers Inc. | 0.55% | Reduce -0.3% | 49,228 | $12.9M |
| Kathmere Capital Management, LLC | 0.80% | Add +3.7% | 49,013 | $12.8M |
| Dakota Wealth Management | 0.28% | Reduce -2.9% | 48,744 | $12.8M |
| NorthRock Partners, LLC | 0.21% | Reduce -9.9% | 48,648 | $12.7M |
| Crestwood Advisors Group, LLC | 0.21% | Add +46.9% | 48,428 | $12.7M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Reduce -39.5% | 48,254 | $12.6M |
| Peddock Capital Advisors, LLC | 2.78% | Add +2.5% | 48,214 | $12.6M |
| Cherry Tree Wealth Management, LLC | 2.66% | Add +0.9% | 48,052 | $12.6M |
| Vawter Financial, Ltd. | 5.28% | Reduce -1.7% | 47,926 | $12.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.71% | Add +6.0% | 47,917 | $12.6M |
| High Note Wealth, LLC | 2.46% | Reduce -0.1% | 47,743 | $12.5M |
| Stratos Wealth Partners, LTD. | 0.14% | Add +0.6% | 47,693 | $12.5M |
| David Kennon Inc | 4.45% | Add +0.1% | 47,376 | $12.4M |
| Whittier Trust Co. | 0.14% | Reduce -2.9% | 46,416 | $12.3M |
| Beirne Wealth Consulting Services, LLC | 3.48% | Add +19.1% | 46,912 | $12.3M |
| Integral Investment Advisors, Inc. | 3.05% | Reduce -0.8% | 46,723 | $12.2M |
| Canandaigua National Corp. | 1.09% | — | 46,569 | $12.2M |
| GeoWealth Management, LLC | 0.44% | Reduce -2.1% | 46,501 | $12.2M |
| James J. Burns & Company, LLC | 1.65% | Add +3.1% | 46,360 | $12.1M |
| Mason & Associates, LLC | 2.75% | Reduce -1.8% | 45,904 | $12.0M |
| JDM Financial Group LLC | 4.62% | Add +4.3% | 94,414 | $12.0M |
| Spectrum Financial Alliance Ltd LLC | 2.29% | Add +0.7% | 45,501 | $11.9M |
| DORVAL Corp | 3.69% | Add +0.5% | 45,444 | $11.9M |
| CSM Advisors, LLC | 0.29% | Add +5.3% | 45,387 | $11.9M |
| Caprock Group, LLC | 0.28% | Reduce -1.4% | 44,099 | $11.6M |
| Silverleafe Capital Partners, LLC | 3.47% | Add +38.2% | 44,013 | $11.5M |
| Sage Mountain Advisors LLC | 0.81% | Reduce -14.2% | 44,011 | $11.5M |
| Praetorian Wealth Management, Inc. | 2.18% | Add +0.6% | 42,049 | $11.5M |
| Kingswood Wealth Advisors, LLC | 0.54% | Add +29.0% | 43,816 | $11.5M |
| Cynosure Group, LLC | 1.43% | Add +0.2% | 43,741 | $11.5M |
| NORTHSTAR ASSET MANAGEMENT Co | 2.57% | Add +2.0% | 43,621 | $11.4M |
| Fonville Wealth Management LLC | 2.17% | Add +0.6% | 43,425 | $11.4M |
| Fee-Only Financial Planning, L.C. | 6.80% | Reduce -1.3% | 42,989 | $11.3M |
| Wealth Analytics Partners, LLC | 4.55% | Reduce -1.5% | 42,752 | $11.2M |
| OneDigital Investment Advisors LLC | 0.11% | Reduce -17.5% | 42,447 | $11.1M |
| Capital Advisors Wealth Management, LLC | 1.49% | Add +61.6% | 42,381 | $11.1M |
| Bokf, NA | 0.17% | Add +19.3% | 42,356 | $11.1M |
| Madrona Financial Services, LLC | 2.42% | Reduce -0.9% | 42,216 | $11.1M |
| Franklin Resources Inc. | 0.00% | Add +72.5% | 42,163 | $11.0M |
| Agate Pass Investment Management, LLC | 4.32% | Reduce -1.7% | 42,156 | $11.0M |
| Earned Wealth Advisors, LLC | 0.74% | Add +2.7% | 42,079 | $11.0M |
| Code Waechter LLC | 6.54% | Add +10.7% | 42,027 | $11.0M |
| Capital Management Associates, Inc | 2.48% | Add +1.2% | 41,904 | $11.0M |
| Fiduciary Advisors, Inc. | 8.22% | Reduce -0.8% | 41,765 | $10.9M |
| Chilton Capital Management LLC | 0.38% | Add +14.2% | 41,763 | $10.9M |
| Capital Planning LLC | 3.56% | Reduce -7.3% | 41,738 | $10.9M |
| Perigon Wealth Management, LLC | 0.20% | Reduce -0.1% | 41,627 | $10.9M |
| Berman McAleer LLC | 1.48% | Reduce -1.9% | 41,371 | $10.8M |
| Harbour Investments, Inc. | 0.17% | Add +71.0% | 41,138 | $10.8M |
| 25 LLC | 3.32% | Add +2.0% | 41,067 | $10.8M |
| U.S. Capital Wealth Advisors, LLC | 0.27% | Reduce -5.7% | 41,025 | $10.7M |
| Apriem Advisors | 1.02% | Add +190.3% | 40,996 | $10.7M |
| TD Capital Management LLC | 0.96% | Reduce -0.7% | 40,805 | $10.7M |
| Ellevest, Inc. | 1.48% | Add +3.4% | 40,685 | $10.7M |
| Hoge Financial Services, LLC | 5.70% | Reduce -1.9% | 40,644 | $10.6M |
| Horizons Wealth Management | 7.04% | Reduce -1.7% | 40,388 | $10.6M |
| Brooklyn FI, LLC | 2.22% | Add +3.2% | 40,246 | $10.5M |
| Red Wave Investments LLC | 3.15% | Reduce -5.5% | 40,201 | $10.5M |
| BlueSky Wealth Advisors, LLC | 1.35% | Add +1.6% | 40,153 | $10.5M |
| Beacon Financial Strategies CORP | 5.96% | Reduce -3.0% | 40,062 | $10.5M |
| Bridges Investment Management Inc. | 0.14% | Add +0.6% | 39,958 | $10.5M |
| Culbertson A N & Co. Inc. | 1.35% | Add +0.1% | 39,650 | $10.4M |
| Old Mission Investment Co LLC | 2.42% | Add +1.4% | 39,562 | $10.4M |
| Apollon Wealth Management, LLC | 0.17% | Reduce -7.4% | 39,553 | $10.4M |
| AdvisorNet Financial, Inc | 0.54% | Add +4.8% | 39,546 | $10.4M |
| Leeward Financial Partners, LLC | 3.06% | Reduce -11.4% | 39,232 | $10.3M |
| Single Point Partners, LLC | 2.04% | Reduce -0.1% | 39,227 | $10.3M |
| Petredis Investment Advisors LLC | 0.84% | Reduce -0.6% | 39,215 | $10.3M |
| Gotham Asset Management | 0.03% | Add +18.6% | 39,210 | $10.3M |
| Napier Financial, LLC | 2.35% | Add +0.5% | 39,120 | $10.2M |
| Kearns & Associates LLC | 5.50% | Add +0.1% | 39,066 | $10.2M |
| Legacy Wealth Partners, LLC | 2.56% | Add +4.3% | 39,004 | $10.2M |
| Evergreen Capital Management LLC | 0.22% | Reduce -0.5% | 38,740 | $10.1M |
| Crusonia Wealth Advisors LLC | 2.09% | Add +4.1% | 38,583 | $10.1M |
| BOK Financial Private Wealth, Inc. | 0.61% | Reduce -5.5% | 38,347 | $10.0M |
| Smartleaf Asset Management LLC | 0.36% | Add +16.3% | 39,554 | $10.0M |
| Financial Futures Ltd Liability Co. | 4.38% | Add +5.0% | 38,056 | $10.0M |
| Chesley Taft & Associates LLC | 0.41% | Reduce -2.5% | 37,423 | $9.8M |
| Rwa Wealth Partners, LLC | 0.11% | Add +6.4% | 37,318 | $9.8M |
| Cornerstone National Bank & Trust Co | 3.60% | Reduce -0.4% | 37,085 | $9.8M |
| Wealthcare Advisory Partners LLC | 0.19% | Add +4.3% | 37,141 | $9.7M |
| TriaGen Wealth Management LLC | 2.65% | Add +0.3% | 37,101 | $9.7M |
| SouthState Bank Corp | 0.45% | Reduce -6.9% | 37,022 | $9.7M |
| Evolution Wealth Advisors, LLC | 0.98% | Add +1.7% | 36,847 | $9.7M |
| Principal Securities, Inc. | 0.14% | Reduce -1.5% | 36,590 | $9.6M |
| Smith & Howard Wealth Management, LLC | 2.07% | Reduce -21.5% | 36,522 | $9.6M |
| Wealth Management Strategies, Inc. | 4.32% | Add +3.4% | 36,415 | $9.5M |
| Field & Main Bank | 2.77% | Add +0.2% | 36,399 | $9.5M |
| Flagship Harbor Advisors, LLC | 0.41% | Reduce -0.2% | 35,848 | $9.4M |
| Visionary Wealth Advisors | 0.41% | Reduce -0.5% | 35,793 | $9.4M |
| Black Diamond Financial, LLC | 1.02% | Reduce -1.9% | 35,711 | $9.4M |
| Valmark Advisers, Inc. | 0.11% | Add +1.3% | 35,517 | $9.3M |
| Sand Hill Global Advisors, LLC | 0.31% | Reduce -1.3% | 35,399 | $9.3M |
| Wesbanco Bank Inc. | 0.26% | Add +6.5% | 35,266 | $9.2M |
| Krane Financial Solutions LLC | 6.25% | — | 35,096 | $9.2M |
| Beacon Financial Planning, Inc. | 3.56% | Add +25.8% | 35,091 | $9.2M |
| Titleist Asset Management, LLC | 0.69% | Add +12.7% | 35,076 | $9.2M |
| Commerce Bank | 0.04% | Add +54.8% | 35,006 | $9.2M |
| Verum Partners LLC | 1.74% | Reduce -2.0% | 34,990 | $9.2M |
| Capital Advantage, Inc. | 1.19% | Add +8.3% | 34,623 | $9.1M |
| Peak Retirement Planning, Inc. | 1.80% | Add +497.3% | 34,533 | $9.0M |
| IFP Advisors, Inc | 0.19% | Reduce -2.7% | 34,328 | $9.0M |
| Sigma Planning Corp | 0.25% | Add +45.9% | 34,252 | $9.0M |
| Thrive Wealth Management, LLC | 1.33% | Reduce -1.1% | 33,944 | $8.9M |
| Orgel Wealth Management, LLC | 0.19% | Reduce -1.1% | 33,799 | $8.9M |
| Brick & Kyle, Associates | 2.92% | Reduce -14.3% | 33,768 | $8.8M |
| Harbor Advisory Corp. | 2.63% | Reduce -24.1% | 33,449 | $8.8M |
| Level Four Advisory Services, LLC | 0.29% | Add +3.3% | 33,428 | $8.8M |
| Sandy Cove Advisors, LLC | 2.61% | Add +0.5% | 33,345 | $8.7M |
| GAMCO Investors | 0.09% | Add +29.1% | 33,330 | $8.7M |
| Prospera Financial Services Inc | 0.14% | Reduce -7.1% | 33,185 | $8.7M |
| Five Pine Wealth Management | 5.34% | Add +0.1% | 32,797 | $8.6M |
| Empower Advisory Group, LLC | 0.02% | Reduce -15.9% | 32,778 | $8.6M |
| OFS Enterprise LLC | 2.52% | — | 32,681 | $8.6M |
| Midwest Trust Co | 0.11% | Add +3.9% | 32,580 | $8.5M |
| WESCAP Management Group, Inc. | 1.68% | Add +0.2% | 32,494 | $8.5M |
| Evolution Advisers, Inc. | 3.58% | Add +1.9% | 32,481 | $8.5M |
| Elite Financial, Inc. | 3.80% | Reduce -1.0% | 32,331 | $8.5M |
| Equity Wealth Partners, LLC | 5.47% | Add +6.4% | 32,288 | $8.5M |
| Sovereign Financial Group, Inc. | 1.45% | Add +7.7% | 31,898 | $8.4M |
| Haverford Trust Co | 0.08% | Reduce -9.3% | 31,881 | $8.4M |
| Prosperity Advisers, LLC | 6.94% | Add +2.4% | 31,873 | $8.3M |
| Howard Wealth Management, LLC | 3.51% | Add +0.0% | 31,865 | $8.3M |
| Venture Visionary Partners LLC | 0.28% | Reduce -1.4% | 31,828 | $8.3M |
| Provida Pension Fund Administrator | 0.14% | Reduce -91.4% | 31,813 | $8.3M |
| Dynamic Advisor Solutions LLC | 0.26% | Add +0.2% | 31,803 | $8.3M |
| Rinkey Investments | 2.13% | Add +3.0% | 31,727 | $8.3M |
| First Bancorp, Inc | 4.12% | Add +2.4% | 31,647 | $8.3M |
| Cambridge Advisors Inc. | 1.61% | Reduce -2.2% | 31,646 | $8.3M |
| Ramiah Investment Group | 7.23% | Add +4.1% | 31,598 | $8.3M |
| Florida Trust Wealth Management Co | 0.23% | Add +1.7% | 31,594 | $8.3M |
| Waller Financial Planning Group, Inc. | 1.82% | Reduce -4.5% | 31,457 | $8.2M |
| Cozad Asset Management Inc. | 0.64% | Add +0.0% | 31,304 | $8.2M |
| Arrow Financial Corp | 0.82% | Reduce -30.9% | 31,275 | $8.2M |
| Exencial Wealth Advisors, LLC | 0.25% | Reduce -4.8% | 31,236 | $8.2M |
| Texas Yale Capital Corp. | 0.23% | Add +4.9% | 31,052 | $8.1M |
| Warwick Investment Management, Inc. | 1.18% | Add +2.3% | 30,988 | $8.1M |
| Vise Technologies, Inc. | 0.16% | No change | 31,433 | $8.1M |
| Roundview Capital LLC | 0.50% | Add +2.1% | 30,793 | $8.1M |
| Latigo Investments, LLC | 4.00% | No change | 30,671 | $8.0M |
| Lazard Asset Management LLC | 0.01% | No change | 30,631 | $8.0M |
| Mutual Advisors, LLC | 0.17% | Reduce -13.4% | 30,620 | $8.0M |
| Rehmann Capital Advisory Group | 0.42% | Reduce -0.7% | 30,536 | $8.0M |
| Ancora Advisors LLC | 0.17% | Reduce -0.4% | 30,510 | $8.0M |
| Westwood Holdings Group Inc. | 0.06% | Add +1.0% | 30,385 | $8.0M |
| RFG Advisory, LLC | 0.14% | Add +53.3% | 30,065 | $7.9M |
| Ieq Capital, LLC | 0.04% | Reduce -4.0% | 29,912 | $7.8M |
| Johnson Bixby & Associates, LLC | 0.97% | Add +1.3% | 29,830 | $7.8M |
| JNBA Financial Advisors | 0.65% | Reduce -4.0% | 29,595 | $7.8M |
| Steph & Co. | 2.21% | Reduce -14.0% | 29,555 | $7.7M |
| Fund Evaluation Group, LLC | 0.24% | New | 29,430 | $7.7M |
| Arcadia Wealth Management, LLC | 2.78% | Add +6.1% | 29,374 | $7.7M |
| Gill Capital Partners, LLC | 2.21% | Add +2.0% | 29,373 | $7.7M |
| Arkos Global Advisors | 0.96% | Reduce -1.1% | 29,345 | $7.7M |
| Plus Group Wealth Advisors LLC | 8.45% | Add +1.9% | 29,339 | $7.7M |
| NavPoint Financial, Inc. | 3.09% | Reduce -0.2% | 29,137 | $7.6M |
| Fiduciary Trust Co | 0.09% | Reduce -2.7% | 29,126 | $7.6M |
| GreatBanc Trust CO | 5.33% | Reduce -0.4% | 29,104 | $7.6M |
| Fifth Third Securities, Inc. | 0.48% | Add +1.3% | 28,626 | $7.5M |
| Gilman Hill Asset Management, LLC | 1.12% | Reduce -5.7% | 28,450 | $7.5M |
| Fiducient Advisors LLC | 0.97% | Reduce -6.0% | 28,393 | $7.4M |
| BIP Wealth, LLC | 0.30% | Reduce -4.5% | 28,381 | $7.4M |
| Renaissance Technologies | 0.01% | New | 28,320 | $7.4M |
| Creekside Partners | 3.04% | Add +1.1% | 28,226 | $7.4M |
| Mesirow Financial Investment Management, Inc. | 0.12% | Add +13.9% | 28,196 | $7.4M |
| RW Investment Management LLC | 0.71% | — | 28,076 | $7.4M |
| Rareview Capital LLC | 4.31% | Add +3.7% | 31,013 | $7.3M |
| Arcadia Investment Advisors LLC | 3.47% | Add +2.8% | 28,042 | $7.3M |
| Prepared Retirement Institute LLC | 3.64% | Reduce -2.4% | 28,024 | $7.3M |
| First PREMIER Bank | 1.69% | Add +5.3% | 28,009 | $7.3M |
| Colony Family Offices, LLC | 1.80% | Reduce -5.3% | 27,902 | $7.3M |
| Family Wealth Partners, LLC | 2.47% | Reduce -1.0% | 27,635 | $7.2M |
| Retirement Management Systems Inc. | 1.74% | Add +7.1% | 27,581 | $7.2M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -5.6% | 27,537 | $7.2M |
| HighRoad Wealth Advisors, LLC | 6.98% | Reduce -1.2% | 27,295 | $7.1M |
| Meeder Advisory Services, Inc. | 0.30% | Add +2.5% | 27,161 | $7.1M |
| Brindle & Bay Financial Advisors, LLC | 4.36% | Add +476.3% | 27,097 | $7.1M |
| White Lighthouse Investment Management Inc. | 0.98% | Add +9.5% | 26,925 | $7.1M |
| Essex Financial Services, Inc. | 0.40% | Add +6.6% | 26,921 | $7.1M |
| Quaker Wealth Management, LLC | 2.19% | Add +3.9% | 26,814 | $7.0M |
| Fi3 FINANCIAL ADVISORS, LLC | 2.02% | Reduce -13.3% | 26,726 | $7.0M |
| Duncan Williams Asset Management, LLC | 1.94% | Add +0.3% | 26,711 | $7.0M |
| BTG Pactual Asset Management US LLC | 0.69% | Reduce -11.8% | 26,683 | $7.0M |
| Cambridge Capital Management, LLC | 2.97% | Add +10.0% | 26,320 | $6.9M |
| Signal Tree Financial Partners LLC | 5.19% | Add +9.3% | 26,226 | $6.9M |
| Nwam LLC | 0.40% | Reduce -19.4% | 26,212 | $6.9M |
| Webster Bank, N. A. | 0.65% | Reduce -5.2% | 26,143 | $6.8M |
| Accredited Investors Inc. | 0.37% | Add +3.1% | 26,080 | $6.8M |
| Continuum Advisory, LLC | 0.66% | Add +1.6% | 26,071 | $6.8M |
| REAP Financial Group, LLC | 1.34% | Add +3.4% | 25,982 | $6.8M |
| Snowden Capital Advisors LLC | 0.18% | Add +2.3% | 25,976 | $6.8M |
| Greenhouse Wealth Management, LLC | 4.20% | Add +0.1% | 25,935 | $6.8M |
| Root Financial Partners, LLC | 0.31% | Add +30.9% | 25,834 | $6.8M |
| Peterson Wealth Advisors, LLC | 0.90% | Reduce -4.4% | 25,712 | $6.7M |
| Annex Advisory Services, LLC | 0.13% | Reduce -10.0% | 25,657 | $6.7M |
| Belpointe Asset Management LLC | 0.24% | Add +34.7% | 25,580 | $6.7M |
| American Investment Services, Inc. | 1.48% | Add +1.6% | 25,368 | $6.6M |
| Brightwater Advisory LLC | 4.35% | Add +1.5% | 25,084 | $6.6M |
| Fifth Third Wealth Advisors LLC | 0.22% | Add +1.0% | 24,985 | $6.5M |
| Archford Capital Strategies, LLC | 0.75% | Reduce -42.8% | 24,909 | $6.5M |
| Atlantic Union Bankshares Corp | 0.13% | Add +1.9% | 24,872 | $6.5M |
| Ruggaard & Associates LLC | 2.58% | Reduce -1.4% | 24,864 | $6.5M |
| Quest Investment Management LLC | 0.76% | Add +18.1% | 24,735 | $6.5M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.58% | Reduce -2.2% | 24,698 | $6.5M |
| Pinnacle Financial Partners, Inc. | 0.05% | Reduce -0.8% | 24,666 | $6.5M |
| Certified Advisory Corp | 0.58% | Add +3.9% | 24,656 | $6.5M |
| Penney Financial, LLC | 2.45% | Reduce -0.9% | 24,416 | $6.4M |
| Jacobsen Capital Management | 2.16% | Add +0.9% | 24,371 | $6.4M |
| Private Client Services, LLC | 1.88% | Add +11.3% | 23,997 | $6.3M |
| Mackenzie Financial Corp. | 0.01% | Reduce -4.8% | 23,858 | $6.2M |
| Family Investment Center, Inc. | 1.20% | Reduce -3.6% | 23,825 | $6.2M |
| Cathy Pareto & Associates, Inc. | 4.19% | Add +7.1% | 23,814 | $6.2M |
| West Bancorporation Inc. | 3.09% | Add +3.6% | 23,672 | $6.2M |
| Grove Bank & Trust | 0.70% | Add +1.1% | 23,665 | $6.2M |
| NewCorp Financial Services, Inc. | 5.36% | Add +2.1% | 23,623 | $6.2M |
| Pinnacle Financial Group, LLC / IL | 1.69% | Add +5.1% | 23,572 | $6.2M |
| Farrell Financial LLC | 3.68% | Reduce -4.0% | 23,542 | $6.2M |
| Walkner Condon Financial Advisors LLC | 0.81% | Add +3.2% | 23,515 | $6.2M |
| Aurelius Family Office LLC | 2.67% | Add +1.8% | 23,464 | $6.1M |
| Carr Financial Group Corp | 1.62% | Add +10.9% | 23,459 | $6.1M |
| Ritholtz Wealth Management | 0.11% | Add +27.4% | 23,391 | $6.1M |
| Rialto Wealth Management, LLC | 1.37% | Reduce -2.6% | 23,359 | $6.1M |
| Frontier Asset Management, LLC | 1.28% | Add +5.3% | 23,311 | $6.1M |
| First United Bank & Trust | 1.98% | Add +42.3% | 23,257 | $6.1M |
| Stonebridge Capital Advisors LLC | 0.43% | Add +1.2% | 23,238 | $6.1M |
| Winthrop Partners - WNY, LLC | 3.24% | Reduce -1.5% | 23,193 | $6.1M |
| S.A. Mason LLC | 2.28% | Add +6.7% | 23,192 | $6.1M |
| Citigroup Inc. | 0.00% | Add +4.3% | 23,074 | $6.0M |
| Mill Creek Capital Advisors, LLC | 0.12% | Add +0.1% | 23,056 | $6.0M |
| Baron Silver Stevens Financial Advisors, LLC | 0.87% | Reduce -0.7% | 22,973 | $6.0M |
| Xcelsior Advisor Partners LLC | 2.30% | Add +17.0% | 22,969 | $6.0M |
| Signature Estate & Investment Advisors LLC | 0.12% | Add +5.5% | 22,913 | $6.0M |
| Evercore Wealth Management, LLC | 0.09% | Reduce -0.0% | 22,721 | $6.0M |
| Kera Capital Partners, Inc. | 0.72% | Add +1.3% | 22,486 | $5.9M |
| Christine Messmer PC | 3.75% | Add +6.7% | 22,386 | $5.9M |
| McNaughton Wealth Management, LLC | 2.42% | Add +5.2% | 22,329 | $5.8M |
| RTD Financial Advisors, Inc. | 0.71% | Add +1.1% | 22,161 | $5.8M |
| Headinvest, LLC | 1.19% | Add +0.1% | 22,121 | $5.8M |
| Carter Financial, LLC | 5.03% | Reduce -0.9% | 22,096 | $5.8M |
| Fortis Capital Advisors, LLC | 0.76% | Add +42.8% | 22,069 | $5.8M |
| May Hill Capital, LLC | 1.45% | Reduce -5.2% | 22,006 | $5.8M |
| Councilor Wealth, LLC | 2.79% | Add +8.3% | 21,974 | $5.8M |
| Abacus Planning Group, Inc. | 0.77% | Reduce -3.8% | 21,871 | $5.7M |
| Integrated Advisors Network LLC | 0.30% | Add +3.4% | 21,856 | $5.7M |
| CWA Asset Management Group, LLC | 0.20% | Reduce -0.1% | 21,848 | $5.7M |
| Arbor Wealth Management LLC\AZ | 5.63% | Add +3.5% | 21,827 | $5.7M |
| Cypress Wealth Services, LLC | 0.81% | Reduce -1.5% | 21,797 | $5.7M |
| Aptus Capital Advisors, LLC | 0.05% | Reduce -8.4% | 21,756 | $5.7M |
| Ausdal Financial Partners, Inc. | 0.25% | Add +2.3% | 21,598 | $5.7M |
| GFS Advisors, LLC | 0.36% | Add +0.7% | 21,325 | $5.6M |
| Marathon Wealth Advisors LLC | 2.29% | Add +1.9% | 21,314 | $5.6M |
| Argent Trust Co | 0.19% | Add +101.4% | 21,288 | $5.6M |
| Brand Asset Management Group, Inc. | 1.44% | Add +10.0% | 21,213 | $5.6M |
| Modern Wealth Management, LLC | 0.10% | Reduce -2.5% | 21,085 | $5.6M |
| One Capital Management, LLC | 0.15% | Reduce -1.4% | 21,145 | $5.5M |
| Financial Insights, Inc. | 1.79% | Reduce -3.6% | 21,110 | $5.5M |
| Keystone Financial Group | 0.38% | Add +1.1% | 21,106 | $5.5M |
| Freestone Capital Holdings, LLC | 0.17% | Add +10.2% | 21,087 | $5.5M |
| Vanguard National Trust Co | 0.35% | — | 21,072 | $5.5M |
| Meridian Wealth Management, LLC | 0.20% | Reduce -0.3% | 21,774 | $5.5M |
| Newton One Investments LLC | 1.49% | Reduce -0.0% | 21,005 | $5.5M |
| DAVENPORT & Co LLC | 0.03% | Add +0.8% | 20,913 | $5.5M |
| Davidson Investment Advisors | 0.24% | Reduce -1.1% | 20,910 | $5.5M |
| Index Fund Advisors, Inc. | 0.25% | Add +0.3% | 20,893 | $5.5M |
| Condor Capital Management | 0.46% | Reduce -2.4% | 20,869 | $5.5M |
| First Heartland Consultants, Inc. | 0.42% | Add +3.6% | 20,763 | $5.4M |
| XML Financial, LLC | 0.44% | Add +1.4% | 20,751 | $5.4M |
| PW Nova Financial Services LLC | 1.47% | Add +1.7% | 20,692 | $5.4M |
| Stage Harbor Financial, LLC | 3.58% | Reduce -2.8% | 20,587 | $5.4M |
| McKinley Carter Wealth Services, Inc. | 0.31% | Reduce -3.9% | 20,584 | $5.4M |
| Cornerstone Wealth Management, LLC | 0.27% | Add +3.7% | 20,419 | $5.3M |
| JMG Financial Group, Ltd. | 0.15% | Add +2.9% | 20,355 | $5.3M |
| Smith Partners Wealth Management, LLC | 4.75% | Reduce -5.9% | 20,245 | $5.3M |
| Aspire Private Capital, LLC | 1.19% | Add +7.1% | 20,189 | $5.3M |
| Balanced Wealth Group LLC | 1.89% | Reduce -1.0% | 20,141 | $5.3M |
| Keyvantage Wealth, LLC | 2.32% | Add +2.1% | 20,137 | $5.3M |
| Bernardo Wealth Planning LLC | 1.03% | Add +2.5% | 20,030 | $5.2M |
| SageView Advisory Group, LLC | 0.19% | Reduce -4.4% | 19,969 | $5.2M |
| Ti-Trust, Inc. | 3.11% | Add +1.0% | 19,962 | $5.2M |
| Pathway Financial Advisors LLC | 0.64% | No change | 19,674 | $5.2M |
| Advisory Services Network, LLC | 0.07% | Reduce -1.9% | 19,749 | $5.2M |
| Plancorp, LLC | 0.15% | Add +0.6% | 19,009 | $5.2M |
| Thayer Financial, L.L.C. | 5.24% | Add +4.9% | 19,621 | $5.1M |
| Washington Growth Strategies LLC | 3.35% | Add +15.6% | 19,589 | $5.1M |
| Parkside Financial Bank & Trust | 0.39% | Reduce -1.9% | 19,560 | $5.1M |
| Compass Ion Advisors, LLC | 0.49% | Reduce -0.4% | 19,461 | $5.1M |
| Wilson & Boucher Capital Management, LLC | 3.37% | Add +0.1% | 19,397 | $5.1M |
| First Financial Corp. | 2.00% | Add +1.4% | 19,392 | $5.1M |
| WASHINGTON TRUST Co | 0.17% | Reduce -0.1% | 19,345 | $5.1M |
| Martel Wealth Advisors LLC | 0.86% | Reduce -0.4% | 19,341 | $5.1M |
| Gleason Group, Inc. | 0.50% | Reduce -0.0% | 19,256 | $5.0M |
| Meramec Financial Planners, LLC | 1.99% | Reduce -10.7% | 17,555 | $5.0M |
| American Alpha Advisors, LLC | 2.94% | No change | 19,176 | $5.0M |
| Box Hill Private Wealth LLC | 4.94% | Reduce -1.1% | 19,094 | $5.0M |
| Acorn Financial Advisory Services Inc. | 0.68% | Reduce -86.2% | 19,072 | $5.0M |
| First Hawaiian Bank | 0.69% | Reduce -1.3% | 18,895 | $4.9M |
| Arkadios Wealth Advisors | 0.08% | Add +5.9% | 18,887 | $4.9M |
| Claro Advisors Inc. | 0.59% | Add +3.0% | 18,800 | $4.9M |
| Independent Financial Group, LLC | 0.11% | Add +15.9% | 18,715 | $4.9M |
| Connable Office Inc. | 0.48% | Add +7.5% | 18,689 | $4.9M |
| Advisor OS, LLC | 0.35% | Add +16.1% | 18,635 | $4.9M |
| Cooke Wealth Management, LLC | 4.30% | Add +2.8% | 18,520 | $4.9M |
| BridgePort Financial Solutions, LLC | 1.37% | Add +4.2% | 18,515 | $4.8M |
| Fishman Jay A Ltd. | 0.43% | Reduce -1.6% | 18,483 | $4.8M |
| Factor Wealth Management LTD | 0.91% | Reduce -7.0% | 18,433 | $4.8M |
| IFG Advisors, LLC | 0.79% | Add +1.4% | 18,408 | $4.8M |
| KFA Private Wealth Group, LLC | 1.16% | Reduce -1.6% | 18,388 | $4.8M |
| Mokosak Advisory Group, LLC | 1.20% | Add +1.9% | 18,302 | $4.8M |
| RiverGlades Family Offices LLC | 2.82% | — | 18,302 | $4.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.27% | Add +100.0% | 18,288 | $4.8M |
| Chris Bulman Inc | 2.10% | Reduce -2.1% | 18,281 | $4.8M |
| Magnolia Capital Advisors LLC | 0.94% | Reduce -48.6% | 18,218 | $4.8M |
| Lynch Asset Management, Inc. | 1.59% | Add +0.3% | 18,150 | $4.8M |
| Courier Capital LLC | 0.27% | Add +1.7% | 18,137 | $4.8M |
| Manchester Capital Management LLC | 0.68% | Reduce -4.3% | 18,087 | $4.7M |
| Warner Financial, Inc. | 1.62% | Add +1.1% | 18,059 | $4.7M |
| Calamos Wealth Management LLC | 0.16% | Add +0.9% | 18,022 | $4.7M |
| Calamos Advisors LLC | 0.02% | New | 18,022 | $4.7M |
| Align Financial, LLC | 2.67% | Reduce -99.3% | 17,938 | $4.7M |
| Salomon & Ludwin, LLC | 0.42% | Reduce -4.3% | 17,743 | $4.7M |
| One Day In July LLC | 0.38% | Add +1.1% | 17,887 | $4.7M |
| First Merchants Corp. | 0.18% | Reduce -2.1% | 17,779 | $4.7M |
| Veridan Wealth LLC | 1.75% | Add +0.3% | 17,731 | $4.6M |
| Cordoba Advisory Partners LLC | 1.28% | Add +3.3% | 17,601 | $4.6M |
| Allen Mooney & Barnes Investment Advisors LLC | 0.67% | Add +0.4% | 17,655 | $4.6M |
| Valtinson Bruner Financial Planning LLC | 1.27% | Reduce -8.8% | 17,651 | $4.6M |
| Sei Investments Co. | 0.00% | Reduce -32.2% | 17,621 | $4.6M |
| IF Advisors, LLC | 3.24% | Add +1.1% | 17,518 | $4.6M |
| Bay Harbor Wealth Management, LLC | 1.19% | Reduce -2.0% | 17,510 | $4.6M |
| United Bank | 0.59% | Reduce -4.7% | 17,459 | $4.6M |
| Laurel Oak Wealth Management, LLC | 0.76% | Add +0.8% | 17,384 | $4.6M |
| Kingsview Wealth Management, LLC | 0.06% | Add +14.0% | 17,383 | $4.6M |
| Barrett & Company, Inc. | 1.56% | Reduce -0.7% | 17,362 | $4.5M |
| Hartmann Taylor Wealth Management, LLC | 2.98% | Add +1.3% | 17,212 | $4.5M |
| Krilogy Financial LLC | 0.14% | Reduce -2.9% | 16,097 | $4.5M |
| Mgo One Seven LLC | 0.09% | Add +0.2% | 17,111 | $4.5M |
| Frazier Financial Advisors, LLC | 2.47% | Reduce -1.0% | 17,058 | $4.5M |
| Balentine LLC | 0.18% | Reduce -0.4% | 17,016 | $4.5M |
| Wealth Science Advisors LLC | 2.51% | No change | 17,270 | $4.5M |
| LongView Wealth Management | 1.11% | Reduce -12.5% | 15,940 | $4.4M |
| CWS Financial Advisors, LLC | 1.13% | Add +0.2% | 16,904 | $4.4M |
| Mather Group, Llc. | 0.04% | Add +2.1% | 16,891 | $4.4M |
| Columbia Asset Management | 0.84% | Add +19.9% | 16,871 | $4.4M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -0.3% | 16,764 | $4.4M |
| Waldron Private Wealth LLC | 0.17% | Reduce -17.1% | 16,734 | $4.4M |
| Robertson Stephens Wealth Management, LLC | 0.12% | Reduce -1.9% | 16,728 | $4.4M |
| Strategic Investment Solutions, Inc. | 1.06% | Add +6.0% | 16,705 | $4.4M |
| Thoroughbred Financial Services, LLC | 0.26% | Add +1.1% | 16,680 | $4.4M |
| Evanson Asset Management, LLC | 0.23% | Add +3.1% | 16,670 | $4.4M |
| Virtue Asset Management LLC | 3.55% | Add +1.2% | 16,634 | $4.4M |
| Financial Advisory Partners, LLC | 1.23% | Add +7.3% | 16,625 | $4.4M |
| Washington Trust Bank | 0.32% | Reduce -23.4% | 16,555 | $4.3M |
| Mayport, LLC | 0.81% | Add +3.5% | 16,539 | $4.3M |
| CoreCap Advisors, LLC | 0.15% | Reduce -2.2% | 16,507 | $4.3M |
| PFG Advisors | 0.21% | Add +2.7% | 16,404 | $4.3M |
| Mystic Asset Management, Inc. | 0.99% | Reduce -2.2% | 16,380 | $4.3M |
| AE Wealth Management LLC | 0.02% | Add +4.9% | 16,350 | $4.3M |
| Goldstone Financial Group, LLC | 0.46% | New | 16,211 | $4.2M |
| TFB Advisors LLC | 2.22% | Reduce -4.1% | 16,179 | $4.2M |
| Cove Private Wealth, LLC | 0.96% | Add +27.7% | 15,980 | $4.2M |
| Blueprint Investment Partners LLC | 0.43% | Add +2.5% | 15,934 | $4.2M |
| Wealth Alliance, LLC | 0.41% | Reduce -9.3% | 15,909 | $4.2M |
| Elevation Point Wealth Partners, LLC | 0.10% | Add +69.4% | 15,883 | $4.2M |
| Frank, Rimerman Advisors LLC | 0.27% | Reduce -16.3% | 15,882 | $4.2M |
| Valeo Financial Advisors, LLC | 0.10% | Reduce -5.3% | 15,861 | $4.2M |
| Wedbush Securities Inc. | 0.12% | Add +8.1% | 15,858 | $4.2M |
| Sagace Wealth Management LLC | 2.81% | Reduce -0.7% | 15,833 | $4.1M |
| Beacon Bridge Wealth Partners, LLC | 1.39% | Add +0.9% | 15,825 | $4.1M |
| Hopwood Nicholas Hunter | 1.32% | Add +2.3% | 15,801 | $4.1M |
| Optimist Retirement Group LLC | 1.82% | Reduce -6.2% | 15,777 | $4.1M |
| Midwest Financial Partners Investments, Inc. | 2.19% | Reduce -2.5% | 15,758 | $4.1M |
| Fort Point Capital Partners LLC | 0.54% | Reduce -0.9% | 15,757 | $4.1M |
| Indivisible Partners | 0.36% | Add +9.1% | 15,745 | $4.1M |
| Keybank National Association | 0.01% | Reduce -2.5% | 15,731 | $4.1M |
| Magnus Financial Group LLC | 0.34% | Reduce -3.3% | 15,700 | $4.1M |
| PCA Investment Advisory Services Inc. | 1.37% | Add +0.8% | 15,671 | $4.1M |
| Johnson Financial Group, Inc. | 0.15% | Reduce -5.8% | 15,662 | $4.1M |
| Fidelis Capital Partners, LLC | 0.29% | Add +3.5% | 15,506 | $4.1M |
| Roble, Belko & Company, Inc | 0.51% | Add +16.9% | 15,400 | $4.0M |
| Acorn Wealth Advisors, LLC | 1.16% | Add +12.2% | 15,192 | $4.0M |
| Sapient Capital LLC | 0.06% | Add +5.5% | 15,191 | $4.0M |
| waypoint wealth counsel | 2.05% | Reduce -1.2% | 15,126 | $4.0M |
| Permanent Capital Management, LP | 0.61% | Reduce -47.4% | 13,892 | $4.0M |
| Liberty Square Wealth Partners LLC | 1.10% | Reduce -8.8% | 15,061 | $3.9M |
| Arwa LLC | 1.95% | Add +8.3% | 14,408 | $3.9M |
| SBI Securities Co., Ltd. | 0.11% | Reduce -0.0% | 15,016 | $3.9M |
| FinDec Wealth Services, Inc. | 4.80% | Reduce -13.1% | 14,994 | $3.9M |
| Alpine Bank Wealth Management | 0.57% | Reduce -2.4% | 14,969 | $3.9M |
| Checchi Capital Advisers, LLC | 0.27% | Reduce -4.2% | 14,962 | $3.9M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.63% | Add +9.5% | 14,940 | $3.9M |
| GenTrust, LLC | 0.16% | Reduce -9.3% | 14,702 | $3.9M |
| Family Capital Management, Inc. | 1.71% | Add +17.4% | 14,649 | $3.8M |
| Farmers & Merchants Investments Inc. | 0.11% | Add +2.7% | 14,578 | $3.8M |
| MY Wealth Management Inc. | 3.67% | Add +0.2% | 17,081 | $3.8M |
| Squire Investment Management Company, LLC | 1.05% | Add +16.2% | 14,448 | $3.8M |
| Cordant, Inc. | 1.53% | Reduce -3.8% | 14,404 | $3.8M |
| Destiny Wealth Partners, LLC | 0.41% | Add +0.0% | 14,392 | $3.8M |
| Greenwich Wealth Management LLC | 0.15% | Reduce -0.0% | 14,362 | $3.8M |
| Timmons Wealth Management, LLC | 3.56% | Add +2.0% | 14,362 | $3.8M |
| Yoffe Investment Management, LLC | 4.81% | No change | 14,338 | $3.8M |
| Highland Capital Management, LLC | 0.20% | Add +0.9% | 14,332 | $3.8M |
| Endeavor Private Wealth, Inc. | 1.07% | Reduce -21.0% | 14,293 | $3.7M |
| Glass Jacobson Investment Advisors llc | 1.29% | Add +8.9% | 14,281 | $3.7M |
| Financial Freedom, LLC | 1.86% | Reduce -11.0% | 14,269 | $3.7M |
| Mycio Wealth Partners, LLC | 0.74% | Add +0.2% | 14,217 | $3.7M |
| Orrstown Financial Services Inc. | 0.62% | Add +4.8% | 14,217 | $3.7M |
| Great Point Wealth Advisors, LLC | 0.69% | No change | 14,204 | $3.7M |
| Rathbones Group PLC | 0.01% | Reduce -1.6% | 14,181 | $3.7M |
| Maripau Wealth Management LLC | 1.63% | Add +5.1% | 14,144 | $3.7M |
| Larson Financial Group LLC | 0.12% | Reduce -13.7% | 14,073 | $3.7M |
| OpenArc Corporate Advisory, LLC | 0.05% | Add +20.4% | 14,016 | $3.7M |
| Owl Creek Wealth Partners LLC | 1.31% | — | 13,998 | $3.7M |
| Blueprint Financial Advisors LLC | 0.54% | Add +0.4% | 13,973 | $3.7M |
| Rhumbline Advisers | 0.00% | Add +41.3% | 13,949 | $3.7M |
| Grandview Asset Management LLC | 1.07% | Reduce -4.2% | 13,901 | $3.6M |
| Aegis Wealth Management LLC | 2.08% | Reduce -3.8% | 13,880 | $3.6M |
| Monument Group Wealth Advisors, LLC | 2.02% | Reduce -0.7% | 13,878 | $3.6M |
| Americana Partners, LLC | 0.09% | Add +7.7% | 13,864 | $3.6M |
| Great Lakes Advisors, LLC | 0.03% | Reduce -2.5% | 13,834 | $3.6M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 3.25% | Add +10.2% | 13,813 | $3.6M |
| M Holdings Securities, Inc. | 0.24% | Reduce -7.4% | 13,060 | $3.6M |
| Cassilly Financial Group LLC | 3.13% | Add +3.0% | 13,783 | $3.6M |
| Chilton Investment Co. Inc. | 0.08% | New | 13,774 | $3.6M |
| Tortoise Investment Management, LLC | 0.30% | Add +3.8% | 13,717 | $3.6M |
| Brighton Jones LLC | 0.08% | New | 13,650 | $3.6M |
| Stone Summit Wealth LLC | 0.99% | Add +3.8% | 13,599 | $3.6M |
| Compass Planning Associates Inc | 2.27% | Add +2.3% | 13,538 | $3.5M |
| General Partner, Inc. | 2.16% | No change | 13,534 | $3.5M |
| Taylor & Morgan Wealth Management, LLC | 2.01% | Add +0.0% | 13,440 | $3.5M |
| Ironwood Investment Counsel, LLC | 0.51% | Add +0.0% | 13,411 | $3.5M |
| Osbon Capital Management LLC | 2.85% | Add +38.0% | 13,353 | $3.5M |
| Atlas Legacy Advisors, LLC | 0.64% | Reduce -0.6% | 13,307 | $3.5M |
| IHT Wealth Management, LLC | 0.08% | Reduce -0.3% | 13,235 | $3.5M |
| Meridian Financial Advisors, LLC | 1.89% | Reduce -3.1% | 13,228 | $3.5M |
| Minot DeBlois Advisors LLC | 3.14% | Reduce -1.4% | 13,198 | $3.5M |
| jvl associates llc | 1.16% | Reduce -0.1% | 13,191 | $3.5M |
| Ameritas Investment Partners, Inc. | 0.11% | Add +0.2% | 13,117 | $3.4M |
| West Financial Advisors, LLC | 0.58% | Add +0.6% | 13,113 | $3.4M |
| Orin Green Financial, LLC | 1.41% | Add +0.3% | 13,110 | $3.4M |
| Regal Investment Advisors LLC | 0.20% | Add +26.7% | 13,071 | $3.4M |
| Briggs Wealth Management, Inc | 3.63% | Add +2.3% | 13,068 | $3.4M |
| Causey Wealth LLC | 1.44% | Reduce -24.6% | 12,982 | $3.4M |
| Hexagon Capital Partners LLC | 0.50% | New | 12,962 | $3.4M |
| Gradient Capital Advisors, LLC | 0.88% | Reduce -0.7% | 12,940 | $3.4M |
| Old North State Wealth Management, LLC | 1.56% | Reduce -1.1% | 12,868 | $3.4M |
| Bragg Financial Advisors, Inc | 0.11% | Reduce -0.5% | 12,839 | $3.4M |
| Winter & Associates, Inc. | 2.94% | Add +40.1% | 12,630 | $3.4M |
| Marble Harbor Investment Counsel, LLC | 0.36% | Add +6.5% | 12,769 | $3.3M |
| Ridgewood Investments LLC | 1.37% | — | 12,750 | $3.3M |
| N.E.W. Advisory Services LLC | 0.25% | Add +2.4% | 12,741 | $3.3M |
| Objective Capital Management, LLC | 3.37% | Add +0.0% | 12,737 | $3.3M |
| Horizon Family Wealth, Inc. | 1.76% | Add +0.4% | 12,732 | $3.3M |
| Tritonpoint Wealth, LLC | 0.36% | Add +8.1% | 12,717 | $3.3M |
| Coordinated Financial Services, Inc. | 1.94% | Add +1.3% | 12,684 | $3.3M |
| Financial Planning Fort Collins, LLC | 2.59% | Add +8.1% | 11,676 | $3.3M |
| Asset One Wealth Management LLC | 0.37% | Add +374.0% | 11,636 | $3.3M |
| Empowered Funds, LLC | 0.02% | New | 12,580 | $3.3M |
| Edmond DE Rothschild Holding S.A. | 0.05% | No change | 12,500 | $3.3M |
| PAX Financial Group, LLC | 0.56% | Reduce -10.8% | 12,464 | $3.3M |
| Retirement Planning Group, LLC | 0.10% | Add +27.0% | 12,442 | $3.3M |
| HighPoint Advisor Group LLC | 0.14% | Add +3.3% | 12,423 | $3.3M |
| Kirtland Hills Capital Management, LLC | 1.03% | Reduce -18.2% | 11,395 | $3.2M |
| Tandem Financial, LLC | 1.09% | New | 12,307 | $3.2M |
| Farnam Financial LLC | 2.64% | Add +0.5% | 12,256 | $3.2M |
| Scott & Selber, Inc. | 0.83% | Add +3.3% | 12,245 | $3.2M |
| Creative Financial Designs Inc. | 0.19% | Reduce -2.3% | 12,225 | $3.2M |
| Wick Capital Partners, LLC | 0.58% | Reduce -2.1% | 12,134 | $3.2M |
| Gainplan LLC | 2.38% | Add +70.0% | 12,124 | $3.2M |
| Evermay Wealth Management LLC | 0.35% | Reduce -4.0% | 12,123 | $3.2M |
| Nadler Financial Group, Inc. | 0.31% | Reduce -22.7% | 12,110 | $3.2M |
| Astoria Strategic Wealth, Inc. | 0.81% | Add +0.9% | 12,108 | $3.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | New | 12,075 | $3.2M |
| Envision Financial LLC | 1.70% | Reduce -1.0% | 12,056 | $3.2M |
| Greenup Street Wealth Management LLC | 0.44% | Add +15.7% | 11,976 | $3.1M |
| Spartan Wealth Advisory Services LLC | 0.27% | — | 11,944 | $3.1M |
| Canvas Wealth Advisors, LLC | 0.53% | Add +0.4% | 11,920 | $3.1M |
| Alesco Advisors, LLC, An ESL Co | 0.08% | Reduce -5.1% | 11,901 | $3.1M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.53% | Reduce -1.9% | 11,884 | $3.1M |
| Investment Advisory Group, LLC | 0.79% | Reduce -0.6% | 11,818 | $3.1M |
| Phillips Financial Management, LLC | 0.22% | Reduce -1.9% | 11,816 | $3.1M |
| Hummer Financial Advisory Services Inc | 2.18% | Add +1.5% | 11,767 | $3.1M |
| Boyd Wealth Management, LLC | 1.30% | Reduce -1.7% | 11,717 | $3.1M |
| Sax Wealth Advisors, LLC | 0.15% | No change | 11,885 | $3.1M |
| Mittelman Wealth Management | 1.91% | Reduce -25.4% | 11,683 | $3.1M |
| Allegheny Financial Group | 0.41% | Add +5.5% | 11,665 | $3.1M |
| Narus Financial Partners, LLC | 0.80% | Reduce -5.1% | 11,654 | $3.1M |
| Rebalance, LLC | 0.18% | Add +0.4% | 11,591 | $3.0M |
| Founders Grove Wealth Partners, LLC | 0.69% | Reduce -0.5% | 11,590 | $3.0M |
| BOS Asset Management, LLC | 0.78% | Add +0.5% | 11,578 | $3.0M |
| Baron Financial Group, LLC | 1.63% | Add +2.5% | 11,550 | $3.0M |
| Galvin, Gaustad & Stein, LLC | 0.25% | Reduce -37.2% | 11,532 | $3.0M |
| Gibson Wealth Advisors LLC | 2.02% | Reduce -0.3% | 11,523 | $3.0M |
| First National Bank of Omaha | 0.09% | Add +43.7% | 11,470 | $3.0M |
| Diversified Trust Co. | 0.06% | Add +7.6% | 11,445 | $3.0M |
| Washington Trust Advisors, Inc. | 0.24% | Add +7.3% | 11,444 | $3.0M |
| Roth Financial Partners LLC | 1.02% | Reduce -3.3% | 11,385 | $3.0M |
| Gladstone Institutional Advisory LLC | 0.11% | Add +20.6% | 11,316 | $3.0M |
| Columbia River Financial Group, LLC | 1.72% | Add +1.6% | 11,314 | $3.0M |
| Brookwood Investment Group LLC | 0.38% | Reduce -0.6% | 11,278 | $3.0M |
| Beam Wealth Advisors, Inc. | 0.73% | Reduce -13.0% | 11,274 | $3.0M |
| Strategic Equity Management | 1.11% | Reduce -5.9% | 11,265 | $3.0M |
| Smith, Moore & Co. | 0.21% | Reduce -0.1% | 11,236 | $2.9M |
| Capital Analysts, LLC | 0.08% | Add +7.9% | 11,206 | $2.9M |
| Graves Light Lenhart Wealth, Inc. | 0.31% | Add +1.1% | 11,196 | $2.9M |
| SkyOak Wealth, LLC | 0.54% | Add +0.5% | 11,176 | $2.9M |
| Strategic Family Wealth Counselors, L.L.C. | 0.77% | Add +0.8% | 11,157 | $2.9M |
| JFS Wealth Advisors, LLC | 0.16% | Add +2.4% | 11,138 | $2.9M |
| B. Riley Wealth Advisors, Inc. | 0.19% | Reduce -22.3% | 11,488 | $2.9M |
| McNamara Financial Services, Inc. | 0.55% | Reduce -3.2% | 11,116 | $2.9M |
| Pension & Wealth Management Advisors, Inc. | 0.86% | Reduce -0.5% | 11,057 | $2.9M |
| Summit Wealth Partners, LLC | 0.46% | Reduce -8.2% | 11,053 | $2.9M |
| Michelson Medical Research Foundation, Inc. | 2.93% | No change | 11,010 | $2.9M |
| Parker Financial LLC | 1.15% | Add +1.7% | 11,009 | $2.9M |
| Strategic Blueprint, LLC | 0.17% | Reduce -7.4% | 10,909 | $2.9M |
| New England Private Wealth Advisors LLC | 0.33% | Reduce -4.6% | 10,893 | $2.9M |
| Wilmington Savings Fund Society, FSB | 0.07% | Reduce -3.8% | 10,862 | $2.8M |
| Oxford Financial Group, LTD. LLC | 0.15% | Reduce -8.1% | 10,861 | $2.8M |
| Kelleher Financial Advisors | 0.73% | No change | 10,854 | $2.8M |
| Pacific Financial Group Inc. | 1.52% | Reduce -5.1% | 10,797 | $2.8M |
| Encompass Wealth Advisors, LLC | 0.98% | Add +0.4% | 10,789 | $2.8M |
| Tanager Wealth Management LLP | 0.27% | Add +8.3% | 10,787 | $2.8M |
| Westside Investment Management, Inc. | 0.43% | Add +2.0% | 10,760 | $2.8M |
| SHUTTLEWORTH & Co | 2.55% | New | 10,760 | $2.8M |
| Paragon Capital Management Inc. | 2.39% | Reduce -3.7% | 10,759 | $2.8M |
| Choate Investment Advisors | 0.06% | Add +136.0% | 10,744 | $2.8M |
| Welch & Forbes LLC | 0.04% | Reduce -0.8% | 10,666 | $2.8M |
| Heritage Trust Co | 0.28% | Add +6.4% | 10,636 | $2.8M |
| Intrinsic Value Partners, LLC | 2.14% | Add +0.9% | 10,585 | $2.8M |
| BTC Capital Management, Inc. | 0.19% | No change | 10,526 | $2.8M |
| Topel & Distasi Wealth Management, LLC | 1.42% | Add +0.7% | 10,521 | $2.8M |
| Klingman & Associates, LLC | 0.13% | Reduce -0.3% | 10,463 | $2.7M |
| Soltis Investment Advisors LLC | 0.18% | Add +7.1% | 10,455 | $2.7M |
| Viewpoint Capital Management LLC | 1.28% | No change | 10,453 | $2.7M |
| Investment Research & Advisory Group, Inc. | 0.95% | Reduce -2.2% | 10,435 | $2.7M |
| Octavia Wealth Advisors, LLC | 0.26% | Reduce -2.1% | 10,430 | $2.7M |
| City State Bank | 0.71% | Add +5.0% | 10,406 | $2.7M |
| Stock Yards Bank & Trust Co. | 0.08% | Add +1.0% | 10,356 | $2.7M |
| Security Financial Services, INC. | 0.43% | Reduce -2.7% | 10,354 | $2.7M |
| Capital Investment Advisors, LLC | 0.04% | Add +5.6% | 10,339 | $2.7M |
| Cary Street Partners Investment Advisory LLC | 0.69% | Add +21.4% | 10,314 | $2.7M |
| DecisionPoint Financial, LLC | 0.58% | Add +15.7% | 10,238 | $2.7M |
| Waters Parkerson & Co., LLC | 0.14% | Add +14.3% | 10,206 | $2.7M |
| Parsons Capital Management Inc. | 0.12% | Add +4.9% | 10,123 | $2.7M |
| Brighton Securities Corp. | 1.27% | Add +4.1% | 10,069 | $2.6M |
| Northstar Financial Companies, Inc. | 2.10% | Reduce -5.0% | 10,062 | $2.6M |
| Columbus Macro, LLC | 0.28% | Reduce -0.1% | 10,055 | $2.6M |
| First American Bank | 0.16% | Add +22.5% | 9,994 | $2.6M |
| Legacy Edge Advisors, LLC | 0.27% | Add +1.7% | 9,939 | $2.6M |
| Fairway Wealth LLC | 0.69% | Add +4.0% | 9,919 | $2.6M |
| Evoke Wealth, LLC | 0.05% | Add +20.6% | 9,852 | $2.6M |
| Radnor Capital Management, LLC | 0.38% | Add +0.6% | 9,827 | $2.6M |
| Red Crane Wealth Management, LLC | 2.11% | Reduce -1.6% | 9,793 | $2.6M |
| Legacy Advisors, LLC | 0.30% | Reduce -8.5% | 9,784 | $2.6M |
| Joseph P. Lucia & Associates, LLC | 0.92% | Reduce -0.2% | 9,782 | $2.6M |
| Scotia Capital Inc. | 0.01% | Reduce -12.5% | 9,779 | $2.6M |
| Zhang Financial LLC | 0.09% | Add +2.6% | 9,744 | $2.6M |
| Vontobel Holding Ltd. | 0.01% | Reduce -5.4% | 9,735 | $2.5M |
| Focus Financial Network, Inc. | 0.09% | Reduce -0.1% | 9,718 | $2.5M |
| Elevated Capital Advisors, LLC | 0.64% | Add +2.7% | 9,665 | $2.5M |
| Principle Wealth Partners LLC | 0.14% | Reduce -0.4% | 9,637 | $2.5M |
| Summit Wealth & Retirement Planning, Inc. | 0.60% | Add +7.1% | 9,634 | $2.5M |
| TFC Financial Management, Inc. | 0.31% | Reduce -3.0% | 9,632 | $2.5M |
| Simmons Bank | 0.17% | Add +2.5% | 9,553 | $2.5M |
| SOA Wealth Advisors, LLC. | 0.47% | Reduce -5.9% | 9,539 | $2.5M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -7.9% | 9,532 | $2.5M |
| Level Financial Advisors | 0.63% | Add +13.1% | 9,503 | $2.5M |
| Leo H. Evart, Inc. | 2.13% | — | 9,497 | $2.5M |
| Goelzer Investment Management, Inc. | 0.12% | Reduce -4.9% | 9,464 | $2.5M |
| Blue Trust, Inc. | 0.03% | Reduce -2.4% | 9,463 | $2.5M |
| Western Wealth Management, LLC | 0.09% | Add +4.2% | 9,461 | $2.5M |
| Argonautica Private Wealth Management, Inc. | 0.75% | Add +2.3% | 9,436 | $2.5M |
| Moneywise, Inc. | 1.08% | Reduce -6.8% | 9,431 | $2.5M |
| Hohimer Wealth Management, LLC | 0.30% | Add +8.7% | 9,427 | $2.5M |
| Wealthspan Partners, LLC | 0.87% | Add +3.2% | 9,422 | $2.5M |
| Strategies Wealth Advisors, LLC | 0.25% | Add +0.1% | 9,392 | $2.5M |
| SWP Financial LLC | 1.25% | Reduce -3.3% | 9,371 | $2.5M |
| Optas, LLC | 0.37% | Reduce -2.7% | 9,364 | $2.5M |
| Operose Advisors LLC | 0.57% | Reduce -25.2% | 9,362 | $2.5M |
| First Citizens Bank & Trust Co. | 0.05% | Reduce -3.9% | 9,360 | $2.5M |
| McCollum Christoferson Group LLC | 0.74% | Reduce -3.2% | 9,343 | $2.4M |
| Guardian Wealth Advisors, LLC / NC | 0.15% | Reduce -0.2% | 9,297 | $2.4M |
| Bailard, Inc. | 0.06% | No change | 9,233 | $2.4M |
| Silverlake Wealth Management LLC | 0.51% | Add +82.0% | 9,215 | $2.4M |
| MassMutual Private Wealth & Trust, FSB | 0.07% | Reduce -1.6% | 9,210 | $2.4M |
| Fiduciary Family Office, LLC | 0.69% | No change | 9,201 | $2.4M |
| Highline Wealth Partners LLC | 0.62% | Add +32.3% | 9,197 | $2.4M |
| Mitchell Sinkler & Starr | 1.10% | Add +3.7% | 9,124 | $2.4M |
| Conning Inc. | 0.08% | No change | 9,084 | $2.4M |
| Infinity Wealth Counsel, LLC | 2.17% | Add +0.5% | 9,017 | $2.4M |
| Peoples Financial Services Corp. | 1.12% | Add +3.1% | 8,993 | $2.4M |
| Holos Integrated Wealth LLC | 1.19% | Reduce -2.1% | 8,853 | $2.4M |
| Fortitude Family Office, LLC | 0.53% | Reduce -0.1% | 8,967 | $2.3M |
| Onyx Bridge Wealth Group LLC | 0.25% | Reduce -0.0% | 8,966 | $2.3M |
| Moisand Fitzgerald Tamayo, LLC | 0.25% | Reduce -3.2% | 8,949 | $2.3M |
| Advisors Capital Management, LLC | 0.03% | Reduce -33.2% | 8,915 | $2.3M |
| Nvest Financial, LLC | 0.87% | Add +504.6% | 8,912 | $2.3M |
| CGN Advisors LLC | 0.18% | Reduce -5.7% | 8,851 | $2.3M |
| Motley Fool Wealth Management, LLC | 0.26% | Reduce -4.0% | 8,828 | $2.3M |
| Eclectic Associates Inc. | 0.31% | Add +6.8% | 8,827 | $2.3M |
| PFG Investments, LLC | 0.11% | Add +5.6% | 8,776 | $2.3M |
| Dorsey & Whitney Trust CO LLC | 0.13% | Reduce -0.8% | 8,772 | $2.3M |
| Clear Creek Financial Management, LLC | 0.18% | Add +40.3% | 8,750 | $2.3M |
| Life Planning Partners, Inc | 1.75% | Add +4.2% | 8,735 | $2.3M |
| McCarter Private Wealth Services LLC | 0.99% | Add +9.9% | 8,729 | $2.3M |
| Moneco Advisors, LLC | 0.18% | Reduce -6.2% | 8,673 | $2.3M |
| Beaumont Financial Advisors, LLC | 0.16% | Add +4.1% | 8,657 | $2.3M |
| BCS Private Wealth Management, Inc. | 0.68% | No change | 8,529 | $2.2M |
| Cypress Point Wealth Management, LLC | 0.48% | No change | 8,500 | $2.2M |
| Cornerstone Advisors Asset Management, LLC | 0.34% | Reduce -8.1% | 8,448 | $2.2M |
| Kitching Partners, LLC | 2.04% | Add +31.1% | 8,433 | $2.2M |
| Boston Research & Management Inc. | 0.52% | Reduce -0.5% | 8,360 | $2.2M |
| Affinity Capital Advisors, LLC | 0.31% | Add +5.3% | 8,332 | $2.2M |
| SVB Wealth LLC | 0.14% | Reduce -17.6% | 8,266 | $2.2M |
| BCS Wealth Management | 0.44% | Reduce -49.1% | 8,255 | $2.2M |
| Integrity Alliance, Llc. | 0.08% | Add +19.7% | 8,220 | $2.2M |
| SeaCrest Wealth Management, LLC | 0.23% | Add +8.0% | 8,218 | $2.2M |
| Pine Valley Investments Ltd Liability Co | 0.10% | Reduce -2.6% | 8,215 | $2.2M |
| Noble Wealth Management PBC | 1.10% | Add +0.3% | 8,160 | $2.1M |
| Debussy Capital Management LP | 0.30% | Reduce -0.8% | 8,155 | $2.1M |
| Sagespring Wealth Partners, LLC | 0.04% | Add +14.2% | 8,152 | $2.1M |
| Smithbridge Asset Management Inc. | 0.32% | New | 8,143 | $2.1M |
| Morton Brown Family Wealth, LLC | 0.56% | Reduce -0.8% | 8,103 | $2.1M |
| Advocate Group LLC | 0.33% | Add +8.0% | 8,102 | $2.1M |
| Schneider Downs Wealth Management Advisors, LP | 0.23% | Reduce -0.8% | 8,085 | $2.1M |
| MidAtlantic Capital Management, Inc. | 1.46% | Add +0.8% | 8,069 | $2.1M |
| HUB Investment Partners, LLC | 0.05% | Add +99.1% | 8,041 | $2.1M |
| Beaird Harris Wealth Management, LLC | 0.14% | Reduce -2.2% | 8,022 | $2.1M |
| Elser Financial Planning, Inc | 0.10% | Reduce -7.5% | 8,026 | $2.1M |
| FDx Advisors, Inc. | 0.67% | Add +0.8% | 8,004 | $2.1M |
| Financial Planning Hawaii, Inc. | 1.23% | Add +4.6% | 7,989 | $2.1M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 7,934 | $2.1M |
| Mountain Hill Investment Partners Corp. | 1.23% | Add +2.1% | 7,918 | $2.1M |
| Canal Capital Management, LLC | 0.28% | Add +0.0% | 7,916 | $2.1M |
| Revolve Wealth Partners, LLC | 0.27% | Reduce -6.0% | 7,895 | $2.1M |
| Essex Bank | 0.45% | Reduce -1.3% | 7,843 | $2.1M |
| Callan Family Office, LLC | 0.05% | Add +0.2% | 7,786 | $2.0M |
| Lord & Richards Wealth Management, LLC | 1.79% | Add +3.3% | 7,780 | $2.0M |
| MADDEN SECURITIES Corp | 0.61% | Reduce -1.9% | 7,766 | $2.0M |
| AssuredPartners Investment Advisors, LLC | 0.22% | Add +3.2% | 7,659 | $2.0M |
| TPG Financial Advisors, LLC | 0.66% | Reduce -4.8% | 7,760 | $2.0M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | New | 7,728 | $2.0M |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.8% | 7,688 | $2.0M |
| TCI Wealth Advisors, Inc. | 0.11% | Reduce -0.2% | 7,684 | $2.0M |
| Tower Bridge Advisors | 0.19% | New | 7,683 | $2.0M |
| GC Wealth Management RIA, LLC | 0.08% | Add +8.7% | 7,661 | $2.0M |
| Sawgrass Asset Management LLC | 0.30% | Reduce -81.2% | 7,640 | $2.0M |
| Gryphon Financial Partners LLC | 0.21% | Add +3.5% | 7,626 | $2.0M |
| Pennsylvania Capital Management Inc. | 0.57% | No change | 7,617 | $2.0M |
| Park National Corp. | 0.06% | Add +62.3% | 7,571 | $2.0M |
| Sierra Capital LLC | 0.22% | No change | 7,550 | $2.0M |
| Market Street Wealth Management Advisors LLC | 0.31% | Reduce -2.2% | 7,515 | $2.0M |
| Hunter Associates Investment Management LLC | 0.26% | Add +0.6% | 7,397 | $2.0M |
| Silvercrest Asset Management Group LLC | 0.01% | Add +16.2% | 7,464 | $2.0M |
| United Financial Planning Group LLC | 1.15% | Reduce -3.9% | 7,456 | $2.0M |
| Howland Capital Management LLC | 0.08% | No change | 7,456 | $2.0M |
| Embree Financial Group | 0.23% | Add +0.2% | 7,447 | $2.0M |
| Berger Financial Group, Inc | 0.11% | Reduce -0.5% | 7,392 | $1.9M |
| Anderson Hoagland & Co. | 0.17% | Add +0.6% | 7,373 | $1.9M |
| Ironwood Financial, llc | 0.34% | Add +2.2% | 7,353 | $1.9M |
| Peak Asset Management, LLC | 0.34% | Reduce -3.6% | 7,346 | $1.9M |
| New England Asset Management Inc. | 0.25% | No change | 7,340 | $1.9M |
| Rockbridge Investment Management, LCC | 0.17% | Add +0.0% | 7,319 | $1.9M |
| Cadent Capital Advisors, LLC | 0.51% | Reduce -51.9% | 7,309 | $1.9M |
| LifePlan Investment Advisors, Inc. | 0.75% | Add +6.4% | 7,309 | $1.9M |
| Cahill Financial Advisors Inc. | 0.21% | Reduce -1.0% | 7,262 | $1.9M |
| Summit Investment Advisory Services, LLC | 0.71% | Add +1.6% | 7,247 | $1.9M |
| 2UniFi Bank | 0.92% | Add +4.3% | 7,237 | $1.9M |
| Sovran Advisors, LLC | 0.15% | Add +7.8% | 6,657 | $1.9M |
| Kovack Advisors, Inc. | 0.10% | Reduce -6.7% | 7,207 | $1.9M |
| Valley Forge Investment Consultants Inc. Adv | 0.57% | Reduce -5.0% | 7,210 | $1.9M |
| Flow Traders U.S. LLC | 0.06% | Reduce -58.7% | 7,199 | $1.9M |
| Private Wealth Advisors, LLC | 0.53% | Reduce -0.8% | 7,197 | $1.9M |
| Duncker Streett & Co. Inc. | 0.36% | Add +0.3% | 7,177 | $1.9M |
| Sfm, LLC | 1.14% | Reduce -3.3% | 7,176 | $1.9M |
| Opulen Financial Group LLC | 1.32% | Reduce -0.1% | 7,147 | $1.9M |
| O'Connor Financial Group LLC | 0.76% | Reduce -3.0% | 7,130 | $1.9M |
| Colonial Trust Co / SC | 0.25% | Add +22.0% | 7,113 | $1.9M |
| Manuka Financial, LLC | 1.15% | Reduce -0.3% | 7,091 | $1.9M |
| Cranbrook Wealth Management, LLC | 0.38% | Reduce -22.0% | 7,083 | $1.9M |
| Bearing Point Capital, LLC | 0.29% | Reduce -11.0% | 7,077 | $1.9M |
| Flputnam Investment Management Co. | 0.03% | Add +1.1% | 7,076 | $1.9M |
| Sowell Financial Services LLC | 0.07% | Reduce -0.1% | 7,047 | $1.8M |
| Traveka Wealth, LLC | 0.70% | No change | 7,028 | $1.8M |
| VestGen Investment Management | 1.01% | Reduce -45.7% | 7,024 | $1.8M |
| 21 West Wealth Management LLC | 1.71% | Reduce -1.3% | 7,021 | $1.8M |
| Mission Creek Capital Partners, Inc. | 0.37% | Add +8.0% | 6,996 | $1.8M |
| Sanchez Levi Garrett | 1.15% | — | 6,979 | $1.8M |
| Lake Street Private Wealth, LLC | 0.23% | Add +2.3% | 6,976 | $1.8M |
| Bridgewealth Advisory Group, LLC | 0.38% | Reduce -4.9% | 6,972 | $1.8M |
| Tillman Hartley LLC | 0.46% | Reduce -2.0% | 6,969 | $1.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.22% | Add +0.3% | 6,964 | $1.8M |
| Sightline Wealth Advisors, LLC | 0.77% | Add +3.1% | 6,951 | $1.8M |
| Retirement Planning Co of New England, Inc. | 0.74% | Reduce -0.3% | 6,933 | $1.8M |
| Cibc World Market Inc. | 0.00% | Add +2.6% | 6,931 | $1.8M |
| Wiser Advisor Group LLC | 2.19% | Reduce -1.0% | 6,916 | $1.8M |
| Clarity Capital Advisors, LLC | 0.84% | Add +0.3% | 6,873 | $1.8M |
| Pioneer Wealth Management Group | 0.50% | Reduce -4.9% | 6,869 | $1.8M |
| Hall Capital Management Co. Inc. | 0.64% | Reduce -0.6% | 6,321 | $1.8M |
| Planwiser Financial, LLC | 1.29% | Reduce -5.4% | 6,415 | $1.8M |
| Perennial Investment Advisors, LLC | 0.14% | Reduce -1.9% | 6,762 | $1.8M |
| Verus Capital Partners, LLC | 0.12% | Reduce -3.0% | 6,761 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -79.3% | 6,749 | $1.8M |
| Ofc Financial Planning, LLC | 1.73% | Reduce -0.5% | 6,728 | $1.8M |
| Retirement Guys Formula LLC | 0.81% | Add +1.6% | 6,730 | $1.8M |
| Tred Avon Family Wealth, LLC | 0.59% | Reduce -2.9% | 6,724 | $1.8M |
| Partners in Financial Planning | 0.29% | Add +0.2% | 6,715 | $1.8M |
| Canandaigua National Trust Co of Florida | 1.41% | Add +2.0% | 6,710 | $1.8M |
| Sachem Hill LLC | 0.34% | Reduce -1.0% | 6,699 | $1.8M |
| Calder Financial LLC | 1.74% | Add +10.9% | 6,660 | $1.8M |
| Capital Squared Financial LLC | 1.34% | Add +14.1% | 6,691 | $1.8M |
| Petix & Botte Co | 0.78% | Reduce -53.2% | 6,679 | $1.7M |
| Strategic Advisory Partners, LLC | 1.38% | Reduce -4.6% | 6,677 | $1.7M |
| Downshift Financial, LLC | 0.90% | Add +28.7% | 6,234 | $1.7M |
| Collective Family Office LLC | 0.39% | Reduce -0.5% | 6,665 | $1.7M |
| Flagstar Securities, Inc. | 0.63% | Reduce -2.1% | 6,664 | $1.7M |
| Aaron Wealth Advisors LLC | 0.10% | Reduce -13.1% | 6,643 | $1.7M |
| DMKC Advisory Services, LLC | 0.72% | Add +8.0% | 6,637 | $1.7M |
| Lowe Brockenbrough & Co. Inc. | 0.09% | Reduce -0.3% | 6,624 | $1.7M |
| Storen Legacy Partners, LLC | 0.54% | Reduce -25.3% | 6,618 | $1.7M |
| Meridian Investment Counsel Inc. | 0.41% | Add +3.4% | 6,611 | $1.7M |
| Investment Partners, LTD. | 0.62% | Reduce -1.8% | 6,611 | $1.7M |
| Anchor Investment Management, LLC | 0.14% | Add +0.2% | 6,604 | $1.7M |
| Steffes Financial, Ltd. | 0.91% | Reduce -1.2% | 6,601 | $1.7M |
| GW&K Investment Management, LLC | 0.02% | Reduce -15.7% | 6,599 | $1.7M |
| Thrive Capital Management, LLC | 0.38% | Add +155.1% | 6,571 | $1.7M |
| Opus Financial Solutions LLC | 1.62% | Add +1.4% | 6,561 | $1.7M |
| Fearless Solutions, LLC dba Best Invest | 1.03% | Reduce -2.3% | 6,545 | $1.7M |
| Carl P. Sherr & Co., LLC | 0.80% | Add +3.1% | 6,540 | $1.7M |
| Aberdeen Wealth Management LLC | 0.78% | Add +9.3% | 6,535 | $1.7M |
| Gray Private Wealth, LLC | 0.86% | Reduce -1.0% | 6,533 | $1.7M |
| Private Trust Co. NA | 0.15% | Reduce -0.5% | 6,533 | $1.7M |
| Greenleaf Trust | 0.02% | Add +4.6% | 6,524 | $1.7M |
| Pacific Sun Financial Corp | 0.82% | Add +0.3% | 6,494 | $1.7M |
| Pachira Investments Inc. | 0.79% | Add +43.6% | 6,454 | $1.7M |
| Lavelle Capital LP | 1.05% | Add +0.1% | 6,451 | $1.7M |
| Revisor Wealth Management LLC | 0.46% | Add +9.0% | 6,368 | $1.7M |
| Geneos Wealth Management Inc. | 0.04% | Add +16.5% | 6,357 | $1.7M |
| Compass Financial Group, INC | 0.23% | Reduce -0.1% | 6,349 | $1.7M |
| Jeppson Wealth Management, LLC | 0.52% | No change | 6,343 | $1.7M |
| Williams Jones Wealth Management, LLC. | 0.02% | Add +6.3% | 6,334 | $1.7M |
| HCR Wealth Advisors | 0.17% | Add +0.0% | 6,330 | $1.7M |
| Traynor Capital Management, Inc. | 0.10% | Add +4.0% | 6,527 | $1.7M |
| Lee Financial Co | 0.23% | No change | 6,290 | $1.6M |
| Patron Partners, LLC | 0.73% | Reduce -2.0% | 6,289 | $1.6M |
| Dimension Capital Management LLC | 0.23% | Reduce -10.8% | 6,275 | $1.6M |
| Wisconsin Wealth Advisors, LLC | 1.61% | Add +4.8% | 6,268 | $1.6M |
| Capital City Trust Co. | 0.37% | Add +2.1% | 6,246 | $1.6M |
| Muirfield Wealth Advisors LLC | 1.20% | Add +6.1% | 6,245 | $1.6M |
| Lanark Financial, Inc. | 0.12% | Reduce -1.4% | 6,231 | $1.6M |
| Westover Capital Advisors, LLC | 0.30% | Reduce -0.1% | 6,205 | $1.6M |
| High Net Worth Advisory Group LLC | 0.38% | Reduce -2.0% | 6,184 | $1.6M |
| Seven Springs Wealth Group, LLC | 0.38% | Reduce -2.6% | 6,171 | $1.6M |
| Berkeley Capital Partners, LLC | 0.37% | Add +1.7% | 6,167 | $1.6M |
| Quadrant Capital Group LLC | 0.05% | Add +16.6% | 6,145 | $1.6M |
| Strategic Wealth Advisors LLC | 1.29% | Add +0.1% | 6,141 | $1.6M |
| Marquette Asset Management, LLC | 0.24% | Reduce -6.7% | 6,137 | $1.6M |
| Secure Asset Management, LLC | 0.25% | Add +67.5% | 6,078 | $1.6M |
| Lodestar Private Asset Management LLC | 0.16% | Add +6.4% | 6,070 | $1.6M |
| Schrum Private Wealth Management LLC | 1.21% | Add +2.0% | 6,068 | $1.6M |
| Independence Bank of Kentucky | 0.20% | Add +4.5% | 6,050 | $1.6M |
| Tranquility Partners, LLC | 0.60% | Add +5.9% | 6,048 | $1.6M |
| Bell Investment Advisors, Inc | 0.25% | Reduce -5.0% | 6,041 | $1.6M |
| Hilltop Holdings Inc. | 0.14% | Reduce -13.6% | 6,019 | $1.6M |
| Main Street Financial Solutions, LLC | 0.12% | Reduce -27.6% | 6,013 | $1.6M |
| Ascent Group, LLC | 0.05% | Reduce -6.3% | 6,000 | $1.6M |
| STAR Financial Bank | 0.74% | Reduce -11.6% | 6,000 | $1.6M |
| Westview Management dba Westview Investment Advisors | 0.82% | Add +41.2% | 6,000 | $1.6M |
| Romano Brothers and Company | 0.18% | Reduce -2.2% | 5,995 | $1.6M |
| Global Wealth Management Investment Advisory, Inc. | 0.25% | Reduce -4.6% | 5,977 | $1.6M |
| USAdvisors Wealth Management, LLC | 0.52% | Reduce -0.9% | 6,162 | $1.6M |
| Everhart Financial Group, Inc. | 0.13% | Reduce -1.1% | 5,951 | $1.6M |
| Cascade Financial Partners, LLC | 0.16% | Add +0.8% | 5,924 | $1.6M |
| Fulton Bank, N.A. | 0.05% | No change | 5,912 | $1.5M |
| Kendall Capital Management | 0.32% | No change | 5,910 | $1.5M |
| Simplicity Wealth,LLC | 0.09% | Reduce -32.9% | 5,910 | $1.5M |
| Tarbox Family Office, Inc. | 0.25% | Reduce -18.1% | 5,906 | $1.5M |
| Capstone Wealth Management Group LLC | 0.95% | Add +8.0% | 5,899 | $1.5M |
| Keel Point, LLC | 0.10% | Add +2.7% | 5,874 | $1.5M |
| Aprio Wealth Management, LLC | 0.08% | Add +45.9% | 5,865 | $1.5M |
| Dogwood Wealth Management LLC | 0.67% | No change | 5,863 | $1.5M |
| Transcend Capital Advisors, LLC | 0.12% | Reduce -3.0% | 5,860 | $1.5M |
| SigFig Wealth Management, LLC | 0.04% | Reduce -8.4% | 5,851 | $1.5M |
| Pines Wealth Management, LLC | 0.50% | Add +17.3% | 5,848 | $1.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +29.3% | 5,837 | $1.5M |
| Rockwood Wealth Management, LLC | 0.11% | No change | 5,829 | $1.5M |
| Cornerstone Wealth Advisors, Inc. | 0.35% | Reduce -1.8% | 5,814 | $1.5M |
| Mairs & Power Inc. | 0.02% | Add +288.0% | 5,805 | $1.5M |
| C M Bidwell & Associates Ltd. | 0.71% | Reduce -4.0% | 5,772 | $1.5M |
| Madden Advisory Services, Inc. | 0.59% | Reduce -4.1% | 5,763 | $1.5M |
| Lam Group, Inc. | 0.83% | No change | 5,750 | $1.5M |
| Mustard Seed Financial, LLC | 0.90% | Add +6.3% | 5,740 | $1.5M |
| GuidedMoney, LLC | 0.79% | Add +0.5% | 5,731 | $1.5M |
| Luminist Capital LLC | 2.01% | Add +2.4% | 5,728 | $1.5M |
| Pallas Capital Advisors LLC | 0.06% | Add +190.0% | 5,710 | $1.5M |
| Stone Loft Wealth Management LLC | 1.07% | Add +355.8% | 5,707 | $1.5M |
| Uptick Partners, LLC | 0.30% | Add +1.3% | 5,696 | $1.5M |
| World Equity Group, Inc. | 0.38% | Add +2.8% | 5,640 | $1.5M |
| Clifford Swan Investment Counsel LLC | 0.05% | Reduce -6.7% | 5,627 | $1.5M |
| 180 Wealth Advisors, LLC | 0.17% | Add +2.1% | 5,570 | $1.5M |
| Amara Financial, Llc. | 1.00% | Add +0.3% | 5,547 | $1.5M |
| Graetz Wealth LLC | 1.30% | Add +0.3% | 5,544 | $1.5M |
| New Covenant Trust Company, N.A. | 1.30% | Reduce -7.7% | 5,541 | $1.5M |
| Fiduciary Alliance LLC | 0.09% | Add +8.2% | 5,208 | $1.4M |
| Cerity Partners Retirement Plan Advisors LLC | 0.73% | — | 5,466 | $1.4M |
| Spire Wealth Management | 0.05% | Reduce -5.1% | 5,466 | $1.4M |
| First Horizon Corp. | 0.06% | Add +4.4% | 5,462 | $1.4M |
| DBK Financial Counsel, LLC | 1.08% | Reduce -1.3% | 5,445 | $1.4M |
| Lionshead Wealth Management, LLC | 1.05% | Add +4.7% | 5,425 | $1.4M |
| Cooper Financial Group | 0.14% | Add +18.6% | 5,394 | $1.4M |
| Autumn Glory Partners, LLC | 0.52% | No change | 5,386 | $1.4M |
| Defined Wealth Management, LLC | 0.83% | Add +1.0% | 5,386 | $1.4M |
| King Wealth Management Group | 0.18% | No change | 5,381 | $1.4M |
| Anchyra Partners LLC | 0.43% | Add +10.3% | 5,361 | $1.4M |
| Beacon Advisors Holdings, LLC | 0.75% | No change | 5,360 | $1.4M |
| Cabot-Wellington, LLC | 0.41% | Add +0.1% | 5,354 | $1.4M |
| Topsail Wealth Management, LLC | 0.21% | Reduce -6.8% | 5,340 | $1.4M |
| Cidel Asset Management Inc. | 0.08% | Reduce -1.6% | 5,334 | $1.4M |
| Selby Wealth Management, LLC | 0.55% | Reduce -1.9% | 5,320 | $1.4M |
| Summit Global Investments | 0.08% | Add +338.6% | 5,316 | $1.4M |
| WealthTrust Asset Management, LLC | 0.83% | Reduce -0.6% | 5,307 | $1.4M |
| Oak Wealth Advisors LLC | 0.76% | No change | 5,294 | $1.4M |
| Carnegie Investment Counsel | 0.03% | Reduce -3.8% | 5,284 | $1.4M |
| Global Strategic Investment Solutions, LLC | 0.14% | Add +0.2% | 5,241 | $1.4M |
| Claris Financial LLC | 0.75% | Add +8.4% | 5,233 | $1.4M |
| Grove Street Fiduciary, LLC | 0.60% | No change | 5,210 | $1.4M |
| Bond & Devick Financial Network, Inc. | 0.38% | Reduce -2.1% | 5,209 | $1.4M |
| Trinity Financial Advisors LLC | 0.39% | Reduce -0.3% | 5,209 | $1.4M |
| FIDELIS iM, LLC | 0.52% | No change | 5,200 | $1.4M |
| Asempa Wealth Advisors | 1.19% | Add +0.3% | 5,169 | $1.4M |
| Wingate Wealth Advisors, Inc. | 0.73% | Add +2.3% | 5,189 | $1.4M |
| Nabity-Jensen Investment Management Inc | 0.94% | Reduce -0.4% | 5,181 | $1.4M |
| Gibson Capital, LLC | 0.25% | No change | 5,176 | $1.4M |
| Strategic Financial Concepts, LLC | 0.33% | Add +378.5% | 5,168 | $1.4M |
| Delta Financial Advisors LLC | 0.35% | Add +7.5% | 5,159 | $1.4M |
| Guardsman Private Capital Management, Inc. | 1.05% | Reduce -22.5% | 5,130 | $1.3M |
| Norris Perne & French LLP | 0.07% | No change | 5,121 | $1.3M |
| Founders Financial Alliance, LLC | 0.24% | Reduce -3.1% | 5,118 | $1.3M |
| SwitchPoint Financial Planning, LLC | 0.90% | Add +1.8% | 5,095 | $1.3M |
| First Business Financial Services, Inc. | 0.12% | Add +0.6% | 5,070 | $1.3M |
| Paulson Wealth Management Inc. | 0.31% | Reduce -4.1% | 5,050 | $1.3M |
| North Star Investment Management Corp. | 0.08% | Add +3.9% | 5,044 | $1.3M |
| Twin Focus Capital Partners, LLC | 0.15% | Add +51.9% | 5,030 | $1.3M |
| SHP Wealth Management | 0.10% | Add +65.7% | 5,016 | $1.3M |
| Sunburst Financial Group, LLC | 0.25% | Reduce -23.8% | 5,012 | $1.3M |
| Camelot Portfolios, LLC | 0.98% | Reduce -22.7% | 4,995 | $1.3M |
| M3 Advisory Group, LLC | 0.80% | Add +5.5% | 4,978 | $1.3M |
| O'ROURKE & COMPANY, Inc | 0.51% | Reduce -4.9% | 4,952 | $1.3M |
| Hourglass Capital, LLC | 0.27% | New | 4,925 | $1.3M |
| Richardson Financial Services Inc. | 0.81% | Reduce -1.5% | 4,918 | $1.3M |
| Tompkins Financial Corp. | 0.10% | Reduce -22.3% | 4,915 | $1.3M |
| Capstone Wealth Management Group, LLC | 0.54% | No change | 4,906 | $1.3M |
| Kennicott Capital Management LLC | 0.70% | Reduce -5.5% | 4,895 | $1.3M |
| Strategic Financial Partners, Ltd. | 0.55% | Reduce -0.1% | 4,883 | $1.3M |
| Pathfinder Wealth Consulting, Inc. | 0.83% | Reduce -13.9% | 4,880 | $1.3M |
| SC&H Financial Advisors, Inc. | 0.19% | Add +0.1% | 4,874 | $1.3M |
| Cohen Investment Advisors LLC | 0.60% | Add +8.4% | 4,852 | $1.3M |
| Vicus Capital | 0.09% | Add +0.0% | 4,842 | $1.3M |
| Cornerstone Wealth Group, LLC | 0.08% | Reduce -16.0% | 4,454 | $1.3M |
| Medallion Wealth Advisors, LLC | 0.41% | Reduce -0.5% | 4,828 | $1.3M |
| Marshall Financial Group, LLC | 0.20% | Reduce -0.3% | 4,829 | $1.3M |
| Tme Financial, Inc. | 0.88% | Reduce -11.6% | 4,827 | $1.3M |
| John W. Brooker & Co., CPAs | 1.98% | Add +127.4% | 4,807 | $1.3M |
| SteelPeak Wealth, LLC | 0.04% | Reduce -1.9% | 4,796 | $1.3M |
| Quadrant Private Wealth Management, LLC | 0.19% | Add +8.1% | 4,790 | $1.3M |
| Addison Capital Co | 0.22% | Reduce -75.4% | 4,775 | $1.3M |
| Vilga Financial Planning LLC | 1.11% | No change | 4,763 | $1.2M |
| First Interstate Bank | 0.07% | Add +1.3% | 4,757 | $1.2M |
| Mosaic Family Wealth Partners, LLC | 0.13% | No change | 4,756 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -0.8% | 4,751 | $1.2M |
| Plante Moran Financial Advisors, LLC | 0.08% | Add +1.4% | 4,749 | $1.2M |
| Beacon Financial Group | 0.12% | Add +0.0% | 4,741 | $1.2M |
| Kiley Juergens Wealth Management, LLC | 0.22% | New | 4,725 | $1.2M |
| JHP Wealth Management, LLC | 1.18% | Add +109.8% | 4,724 | $1.2M |
| Hegarty Advisors, LLC | 0.97% | Reduce -0.9% | 4,714 | $1.2M |
| Harmony Asset Management LLC | 0.38% | Add +4.5% | 4,712 | $1.2M |
| Liberty Wealth Management LLC | 0.15% | Reduce -8.0% | 4,642 | $1.2M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -14.8% | 4,702 | $1.2M |
| Hiley Hunt Wealth Management | 0.54% | Reduce -0.6% | 4,691 | $1.2M |
| NorthStar Asset Management LLC | 0.59% | Add +0.9% | 4,691 | $1.2M |
| Verdence Capital Advisors LLC | 0.07% | Add +25.6% | 4,683 | $1.2M |
| Luminvest Wealth Management LLC | 0.32% | Add +1.8% | 4,674 | $1.2M |
| Trivium Point Advisory, LLC | 0.22% | Reduce -22.2% | 4,676 | $1.2M |
| Dagco, Inc. | 0.26% | Reduce -2.2% | 4,661 | $1.2M |
| Sound Financial Strategies Group, LLC | 0.83% | Add +19.1% | 4,654 | $1.2M |
| Graney & King, LLC | 0.66% | Add +8.2% | 4,651 | $1.2M |
| Sargent Investment Group, LLC | 0.16% | No change | 4,651 | $1.2M |
| Trevian Wealth Management LLC | 0.60% | Add +0.0% | 4,643 | $1.2M |
| Jag Capital Management, LLC | 0.14% | No change | 4,627 | $1.2M |
| Blue Bell Private Wealth Management, LLC | 0.17% | Reduce -0.7% | 4,617 | $1.2M |
| 1ST Source Bank | 0.06% | Add +11.4% | 4,606 | $1.2M |
| Probity Advisors, Inc. | 0.19% | No change | 4,598 | $1.2M |
| Hibernia Wealth Partners, LLC | 0.36% | Add +10.3% | 4,595 | $1.2M |
| Summa Corp. | 0.50% | New | 4,577 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -4.1% | 4,556 | $1.2M |
| Elm3 Financial Group, LLC | 1.01% | Add +39.4% | 4,556 | $1.2M |
| ATLas Financial Planning LLC | 1.07% | Add +0.3% | 4,547 | $1.2M |
| Cassaday & Co Wealth Management LLC | 0.03% | Add +1.0% | 4,527 | $1.2M |
| Sunbeam Capital Management, LLC | 0.68% | Add +0.3% | 4,526 | $1.2M |
| Freedom Financial Partners LLC | 0.42% | Reduce -1.0% | 4,524 | $1.2M |
| Ascentis Independent Advisors | 0.09% | New | 4,515 | $1.2M |
| GLR Partners, LLC | 0.64% | — | 4,509 | $1.2M |
| Vista Investment Management | 0.40% | Reduce -0.9% | 4,505 | $1.2M |
| Intrua Financial, LLC | 0.13% | Reduce -19.6% | 4,498 | $1.2M |
| Ranch Capital Advisors Inc. | 0.43% | Add +3.2% | 4,487 | $1.2M |
| Oxbow Advisors, LLC | 0.10% | No change | 4,484 | $1.2M |
| National Philanthropic Trust | 0.01% | No change | 4,474 | $1.2M |
| Stockman Wealth Management, Inc. | 0.13% | Reduce -1.0% | 4,454 | $1.2M |
| Charter Oak Capital Management, LLC | 0.09% | Add +14.5% | 4,443 | $1.2M |
| Landmark Wealth Management, LLC | 0.31% | Add +8.1% | 4,440 | $1.2M |
| MorganRosel Wealth Management, LLC | 0.46% | Reduce -26.2% | 4,440 | $1.2M |
| Catalyst Financial Partners LLC | 0.14% | Add +20.7% | 4,415 | $1.2M |
| Facet Wealth, Inc. | 0.02% | Add +29.8% | 4,406 | $1.2M |
| Bath Savings Trust Co | 0.12% | Add +14.7% | 4,398 | $1.2M |
| Cardiff Park Advisors, LLC | 0.09% | Add +0.3% | 4,386 | $1.1M |
| Absolute Capital Management, LLC | 0.38% | Add +16.7% | 4,382 | $1.1M |
| Cannon Wealth Management Services, LLC | 0.77% | Add +6.9% | 4,361 | $1.1M |
| Lincoln Capital LLC | 0.22% | Reduce -0.1% | 4,365 | $1.1M |
| Consultiva Wealth Management, Corp. | 3.31% | No change | 4,355 | $1.1M |
| Asset Allocation & Management Company, LLC | 0.43% | No change | 4,345 | $1.1M |
| AlTi Global, Inc. | 0.02% | Reduce -29.8% | 4,343 | $1.1M |
| Confluence Wealth Services, Inc. | 0.04% | Add +18.6% | 4,331 | $1.1M |
| Harbor Group, Inc. | 0.16% | Reduce -19.1% | 4,325 | $1.1M |
| Bank of Marin | 0.82% | No change | 4,300 | $1.1M |
| Fisher Asset Management | 0.00% | Add +16.2% | 4,281 | $1.1M |
| Brio Consultants, LLC | 0.14% | Reduce -3.4% | 3,909 | $1.1M |
| TABR Capital Management, LLC | 1.03% | Reduce -6.1% | 4,275 | $1.1M |
| Compass Capital Corp. /Ma/ | 0.40% | Reduce -1.1% | 3,890 | $1.1M |
| Bedel Financial Consulting, Inc. | 0.13% | Add +0.2% | 4,263 | $1.1M |
| Millington Financial Advisors, LLC | 0.47% | Reduce -0.1% | 3,937 | $1.1M |
| Stillwater Capital Advisors, LLC | 0.13% | No change | 4,250 | $1.1M |
| Armbruster Capital Management, Inc. | 0.18% | Add +0.6% | 4,249 | $1.1M |
| Arrowroot Family Office, LLC | 0.37% | Add +4.3% | 4,248 | $1.1M |
| Upper Left Wealth Management, LLC | 0.66% | Reduce -6.9% | 4,239 | $1.1M |
| 4Thought Financial Group Inc. | 0.55% | Add +34.4% | 4,238 | $1.1M |
| Biltmore Family Office, LLC | 0.15% | No change | 4,226 | $1.1M |
| Modus Advisors, LLC | 0.30% | Reduce -39.4% | 4,212 | $1.1M |
| Asset Dedication, LLC | 0.08% | Reduce -13.1% | 4,211 | $1.1M |
| Fiera Capital Corp | 0.00% | Reduce -15.9% | 4,202 | $1.1M |
| Entrust Financial LLC | 0.77% | Reduce -0.8% | 4,196 | $1.1M |
| Merrithew & Thorsten Inc | 1.04% | No change | 4,194 | $1.1M |
| Kuhn & Co Investment Counsel | 0.71% | Add +2.3% | 4,184 | $1.1M |
| L.K. Benson & Company, P.C. | 0.36% | Reduce -0.2% | 4,162 | $1.1M |
| CPA Asset Management Group, LLC | 0.36% | No change | 4,117 | $1.1M |
| Security National Bank of So Dak | 0.52% | Reduce -1.5% | 4,110 | $1.1M |
| Centaurus Financial, Inc. | 0.05% | Add +10.4% | 4,090 | $1.1M |
| Rosenblum Silverman Sutton S F Inc. | 0.28% | Add +1.7% | 4,088 | $1.1M |
| Laurel Wealth Planning LLC | 0.56% | Reduce -0.2% | 4,085 | $1.1M |
| Beese Fulmer Investment Management, Inc. | 0.07% | Add +0.1% | 4,085 | $1.1M |
| Avantax Planning Partners, Inc. | 0.03% | Add +87.2% | 4,078 | $1.1M |
| 71 West Capital Partners | 0.05% | Add +21.2% | 4,074 | $1.1M |
| Twin Peaks Wealth Advisors, LLC | 0.27% | Add +0.9% | 4,064 | $1.1M |
| Post Resch Tallon Group Inc. | 0.86% | Add +5.2% | 4,036 | $1.1M |
| Naples Global Advisors, LLC | 0.08% | Add +0.6% | 4,052 | $1.1M |
| Kintra Wealth, LLC | 0.07% | New | 4,046 | $1.1M |
| WealthShield Partners, LLC | 0.12% | Add +4.1% | 4,003 | $1.0M |
| Investment Counsel Co. of Nevada | 2.36% | Add +0.4% | 4,002 | $1.0M |
| BSW Wealth Partners | 0.13% | Reduce -9.7% | 3,958 | $1.0M |
| Lee Danner & Bass Inc. | 0.07% | Reduce -0.1% | 3,956 | $1.0M |
| Donalies Financial Planning, LLC | 0.88% | Add +2.8% | 3,952 | $1.0M |
| Balboa Wealth Partners | 0.17% | Add +54.0% | 3,951 | $1.0M |
| Disciplined Investments, LLC | 0.37% | Reduce -1.2% | 3,950 | $1.0M |
| Riverview Trust Co | 1.27% | Reduce -3.4% | 3,948 | $1.0M |
| Geometric Wealth Advisors | 0.13% | Add +2.6% | 3,938 | $1.0M |
| Range Advisory, LLC | 0.19% | Add +76.3% | 3,932 | $1.0M |
| Innovative Wealth Building LLC | 0.72% | Add +1.5% | 3,914 | $1.0M |
| Piedmont Capital Management, LLC | 0.68% | No change | 3,900 | $1.0M |
| Cordgrass Capital Advisors, LLC | 0.24% | Add +50.4% | 3,884 | $1.0M |
| Outbound Financial Inc | 0.76% | No change | 3,869 | $1.0M |
| Deutsche Bank AG | 0.00% | Reduce -41.3% | 3,854 | $1.0M |
| GEM Asset Management, LLC | 0.44% | Reduce -3.4% | 3,845 | $1.0M |
| Trust Co. of Toledo NA | 0.10% | Add +10.5% | 3,843 | $1.0M |
| Heritage Family Offices, LLP | 0.45% | New | 3,839 | $1.0M |
| Integrity Wealth Solutions LLC | 0.39% | Reduce -0.5% | 3,817 | $1000K |
| Blom & Howell Financial Planning, Inc. | 0.98% | Reduce -52.5% | 3,801 | $996K |
| Regatta Capital Group, LLC | 0.15% | No change | 3,798 | $995K |
| Libra Wealth LLC | 0.28% | Reduce -2.5% | 3,797 | $995K |
| FC Advisory LLC | 0.29% | Add +2.1% | 3,797 | $994K |
| National Bank of Canada | 0.00% | Reduce -10.9% | 3,777 | $989K |
| Essex LLC | 0.17% | Add +0.4% | 3,766 | $986K |
| Valpey Financial Services, LLC | 0.64% | Add +1.6% | 3,759 | $985K |
| North Capital, Inc. | 0.83% | Add +0.4% | 3,729 | $977K |
| Keewaydin Investments LLC | 0.31% | Add +3.2% | 3,722 | $975K |
| Diversified Portfolios, Inc. | 0.08% | Reduce -0.1% | 3,722 | $975K |
| Flagship Wealth Advisors, LLC | 0.42% | Reduce -8.6% | 4,099 | $971K |
| Zacks Investment Management | 0.01% | Add +6.6% | 3,702 | $970K |
| Glassman Wealth Services | 0.13% | No change | 3,680 | $964K |
| Snowwater Investment Partners, LLC | 0.91% | Add +16.1% | 3,667 | $960K |
| FreeGulliver LLC | 0.40% | Add +0.4% | 3,644 | $954K |
| Pinnacle Wealth Planning Services, Inc. | 0.10% | Add +1.1% | 3,643 | $954K |
| Dala Group, LLC | 0.79% | Reduce -48.6% | 3,630 | $951K |
| River Wealth Advisors LLC | 0.11% | Reduce -8.9% | 3,623 | $949K |
| Atlas Capital Advisors Inc. | 0.11% | Reduce -1.3% | 3,620 | $948K |
| Ascent Advisors, LLC | 1.74% | — | 3,620 | $948K |
| Franklin, Parlapiano, Turner & Welch, LLC | 0.23% | No change | 3,345 | $947K |
| V2 Financial group LLC | 0.44% | Add +5.9% | 3,614 | $947K |
| D'Orazio & Associates, Inc. | 0.12% | Add +12.4% | 3,594 | $941K |
| Madison Wealth Partners, Inc | 0.15% | Add +26.8% | 3,590 | $940K |
| Athena Investment Management | 0.49% | Add +22.7% | 3,581 | $938K |
| Grange Capital, LLC | 0.93% | Reduce -33.6% | 3,579 | $937K |
| Capital Investment Advisory Services, LLC | 0.07% | Add +0.3% | 3,575 | $936K |
| Fortis Capital Management LLC | 0.13% | Add +0.1% | 3,575 | $936K |
| HORAN Wealth, LLC | 0.09% | Add +103.8% | 3,624 | $935K |
| Shayne & Jacobs, LLC | 0.29% | Add +6.8% | 3,566 | $934K |
| Capital Asset Managemnet, LLC | 1.05% | Add +0.8% | 3,563 | $933K |
| Coastline Trust Co | 0.09% | Reduce -20.4% | 3,560 | $932K |
| First National Trust Co | 0.03% | Add +1.2% | 3,548 | $929K |
| Waterford Advisors, LLC | 0.29% | Reduce -2.0% | 3,654 | $928K |
| Financial Advisors Network, Inc. | 0.13% | Reduce -27.9% | 3,536 | $926K |
| Vista Investment Partners Ii, LLC | 0.41% | Add +30.9% | 3,522 | $922K |
| Eagle Bluffs Wealth Management LLC | 0.36% | Reduce -3.8% | 3,512 | $920K |
| DiNuzzo Private Wealth, Inc. | 0.10% | No change | 3,875 | $920K |
| Passive Capital Management, LLC. | 0.27% | No change | 3,502 | $917K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.03% | New | 3,500 | $917K |
| Caitlin John, LLC | 0.55% | Reduce -3.3% | 3,489 | $914K |
| Droms Strauss Advisors Inc. /Mo/ | 0.24% | Reduce -6.8% | 3,487 | $913K |
| Fort Washington Investment Advisors Inc. | 0.01% | Reduce -1.3% | 3,486 | $913K |
| BXM Wealth LLC | 0.70% | Reduce -94.9% | 3,460 | $906K |
| GAMMA Investing LLC | 0.04% | Reduce -2.0% | 3,454 | $905K |
| Winthrop Capital Management, LLC | 0.23% | Reduce -4.7% | 3,448 | $903K |
| Bridgewater Advisors Inc. | 0.05% | Reduce -17.4% | 3,160 | $903K |
| Sterling Wealth Advisors Inc | 0.51% | Reduce -5.0% | 3,151 | $902K |
| Pearl Planning LLC | 0.48% | Reduce -0.1% | 3,442 | $902K |
| Caldwell Trust Co | 0.08% | Reduce -0.4% | 3,440 | $901K |
| Guyasuta Investment Advisors Inc. | 0.05% | Add +7.5% | 3,440 | $901K |
| Ballast Financial Advisors LLC | 0.92% | Add +7.2% | 3,438 | $901K |
| Segment Wealth Management, LLC | 0.05% | No change | 3,431 | $899K |
| Verus Financial Partners, Inc. | 0.08% | Reduce -2.6% | 3,214 | $898K |
| Cannell & Spears LLC | 0.02% | Add +14.9% | 3,429 | $898K |
| Quadcap Wealth Management, LLC | 0.10% | Add +0.5% | 3,428 | $898K |
| Trust Point Inc. | 0.08% | Add +1.8% | 3,414 | $894K |
| Keating Financial Advisory Services, Inc. | 0.14% | Reduce -16.9% | 3,401 | $891K |
| Oakworth Capital, Inc. | 0.05% | Add +86.8% | 3,399 | $890K |
| American Money Management, LLC | 0.14% | Reduce -0.3% | 3,396 | $890K |
| S&T Bank | 0.33% | Reduce -45.8% | 3,383 | $886K |
| Pacific Point Advisors, LLC | 0.47% | Reduce -0.2% | 3,382 | $886K |
| Evernest Financial Advisors, LLC | 0.18% | Reduce -0.3% | 3,120 | $885K |
| Southland Equity Partners LLC | 0.17% | Add +2.9% | 3,376 | $884K |
| Mayflower Financial Advisors, LLC | 0.11% | Add +0.0% | 3,351 | $878K |
| MJP Associates Inc. | 0.11% | Reduce -4.3% | 3,347 | $877K |
| Hill Island Financial LLC | 0.21% | Reduce -9.6% | 3,347 | $877K |
| Sidoxia Capital Management, LLC | 0.76% | — | 3,345 | $876K |
| Pecaut & Co. | 0.28% | Reduce -1.9% | 3,345 | $876K |
| Human Investing LLC | 0.13% | Add +8.7% | 3,338 | $874K |
| Zions Bancorporation, National Association | 0.06% | Add +12.6% | 3,335 | $874K |
| Oakmont Advisory Group, LLC | 0.89% | Add +25.5% | 3,322 | $870K |
| Hughes Financial Services, LLC | 0.13% | No change | 3,319 | $869K |
| Corsicana & Co. | 0.55% | Reduce -1.5% | 3,911 | $867K |
| Arista Wealth Management, LLC | 0.11% | No change | 3,298 | $864K |
| Prosperity Consulting Group, LLC | 0.04% | No change | 3,283 | $860K |
| Golden State Wealth Management, LLC | 0.09% | Reduce -2.5% | 3,279 | $859K |
| Hirtle & Co., LLC | 0.03% | Reduce -11.6% | 3,274 | $858K |
| Nilsine Partners, LLC | 0.07% | Add +1.8% | 3,018 | $856K |
| Spirepoint Private Client, LLC | 0.08% | Add +34.3% | 3,257 | $853K |
| Jefferson Bridge Capital, LLC | 0.85% | Add +1.4% | 3,256 | $853K |
| Smith Asset Management Co., LLC | 0.73% | Add +4.7% | 3,255 | $853K |
| Conservest Capital Advisors, Inc. | 0.08% | Reduce -15.6% | 3,248 | $851K |
| Advyzon Investment Management, LLC | 0.08% | Add +12.3% | 3,245 | $850K |
| Community Trust & Investment Co. | 0.05% | Add +2.9% | 3,235 | $847K |
| Waterloo Capital, L.P. | 0.06% | Reduce -0.5% | 3,232 | $847K |
| Farmers National Bank | 0.19% | Add +4.3% | 3,230 | $846K |
| Advocate Investing Services LLC | 0.72% | Reduce -2.7% | 3,226 | $845K |
| New Wave Wealth Advisors LLC | 0.30% | Add +4.5% | 3,222 | $844K |
| Abacus Wealth Partners, LLC | 0.08% | Reduce -12.0% | 3,199 | $838K |
| Nestegg Advisors, Inc. | 0.74% | Add +0.6% | 3,198 | $838K |
| Meridian Wealth Partners, LLC | 0.11% | Reduce -4.8% | 3,197 | $837K |
| ARK & TLK Investments, LLC | 0.23% | Reduce -0.3% | 3,169 | $830K |
| Willis Johnson & Associates, Inc. | 0.05% | Reduce -26.0% | 3,153 | $826K |
| Townsquare Capital LLC | 0.19% | Reduce -4.3% | 3,151 | $825K |
| Midland Wealth Advisors, LLC | 0.04% | Reduce -0.5% | 3,141 | $823K |
| Northstar Group, Inc. | 0.12% | Add +0.1% | 3,138 | $822K |
| Innovative Asset Advisors Group, LLC | 0.47% | — | 452 | $822K |
| Elyxium Wealth, LLC | 0.26% | Add +0.3% | 3,137 | $822K |
| Bangor Savings Bank | 0.07% | Reduce -0.3% | 3,136 | $821K |
| Elevatus Welath Management | 0.43% | Reduce -18.7% | 3,122 | $818K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.34% | Reduce -0.7% | 3,112 | $815K |
| Tactive Advisors, LLC | 0.23% | Add +0.3% | 3,112 | $815K |
| Sound Income Strategies, LLC | 0.04% | Add +25.1% | 3,091 | $814K |
| Miller Capital Partners, Inc. | 0.39% | No change | 3,097 | $811K |
| Moss Adams Wealth Advisors LLC | 0.06% | No change | 3,097 | $811K |
| MA Private Wealth | 0.14% | Reduce -1.2% | 3,072 | $805K |
| Howard Financial Services, LTD. | 0.09% | New | 3,067 | $803K |
| Kestra Investment Management, LLC | 0.01% | Add +48.9% | 3,053 | $800K |
| Birchcreek Wealth Management, LLC | 0.38% | Reduce -5.3% | 3,047 | $798K |
| Carroll Advisory Group, LLC | 0.31% | Reduce -33.5% | 3,039 | $796K |
| Marathon Strategic Advisors, LLC | 0.57% | Reduce -0.1% | 3,033 | $794K |
| Freedom Investment Management, Inc. | 0.23% | Reduce -4.7% | 3,012 | $789K |
| Investor's Fiduciary Advisor Network, LLC | 0.24% | Add +1.6% | 3,012 | $788K |
| Pettyjohn, Wood & White, Inc. | 0.13% | Reduce -0.5% | 3,005 | $787K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +7.2% | 2,997 | $785K |
| Brooklyn Investment Group | 0.02% | Add +51.1% | 2,994 | $784K |
| Clark Wealth Partners | 0.53% | No change | 2,992 | $784K |
| Ballast Rock Private Wealth LLC | 0.43% | Add +20.2% | 2,983 | $781K |
| J2 Capital Management Inc | 0.54% | Add +5.8% | 2,980 | $781K |
| Fiduciary Financial Group, LLC | 0.10% | Add +3.3% | 2,961 | $776K |
| Truvestments Capital LLC | 0.14% | Add +2.8% | 2,948 | $772K |
| Ewa, LLC | 0.17% | Reduce -18.5% | 2,941 | $770K |
| Ashton Thomas Securities, LLC | 0.10% | Reduce -0.5% | 2,939 | $770K |
| Aspire Growth Partners LLC | 0.53% | Add +17.5% | 2,936 | $769K |
| Wellspring Financial Advisors, LLC | 0.06% | Reduce -17.9% | 2,930 | $767K |
| Fairscale Capital, LLC | 0.53% | No change | 2,923 | $766K |
| Concentrum Wealth Management | 0.23% | New | 2,917 | $764K |
| Amplius Wealth Advisors, LLC | 0.06% | Add +0.2% | 2,916 | $764K |
| PGIM Custom Harvest LLC | 0.01% | Add +13.2% | 2,916 | $764K |
| Ritter Daniher Financial Advisory LLC / DE | 0.13% | Add +1.0% | 2,913 | $763K |
| McLean Asset Management Corp | 0.13% | Add +0.1% | 2,908 | $762K |
| Certuity, LLC | 0.05% | No change | 2,897 | $759K |
| Matrix Private Capital Group LLC | 0.37% | Reduce -12.1% | 2,897 | $759K |
| Madison Asset Management, LLC | 0.01% | Reduce -1.8% | 2,893 | $758K |
| Becker Capital Management Inc. | 0.02% | Reduce -42.3% | 2,892 | $757K |
| Astoria Portfolio Advisors LLC. | 0.16% | Add +3.2% | 2,670 | $757K |
| Rockland Trust Co. | 0.03% | Add +0.2% | 2,881 | $755K |
| Allodium Investment Consultants, LLC | 0.36% | Add +77.3% | 2,880 | $754K |
| Diversified Management Inc. | 0.13% | Add +0.1% | 2,865 | $750K |
| Victory Financial Group, LLC | 0.09% | Add +101.3% | 2,864 | $750K |
| Harbor Investment Advisory, LLC | 0.06% | Reduce -14.7% | 2,862 | $750K |
| Sterling Capital Management LLC | 0.01% | No change | 2,860 | $749K |
| Solstein Capital, LLC | 0.31% | Add +0.3% | 2,859 | $749K |
| Planning Directions Inc. | 0.38% | Reduce -3.6% | 2,850 | $746K |
| Washburn Capital Management, Inc. | 0.43% | Add +98.1% | 2,841 | $744K |
| Westmount Partners, LLC | 0.18% | Reduce -8.9% | 2,836 | $743K |
| Clayton Financial Group LLC | 0.38% | Reduce -23.4% | 2,831 | $741K |
| Searle & Co. | 0.19% | Add +12.9% | 2,823 | $739K |
| Bryn Mawr Trust Advisors, LLC | 0.04% | Add +0.6% | 2,815 | $737K |
| Curi Capital, LLC | 0.01% | Reduce -18.1% | 2,814 | $737K |
| Stratos Investment Management, LLC | 0.03% | Add +0.5% | 2,813 | $737K |
| Cooper/Haims Advisors, LLC | 0.35% | No change | 2,804 | $734K |
| Mascagni Wealth Management, Inc. | 0.52% | Reduce -0.9% | 2,797 | $733K |
| Websterrogers Financial Advisors, LLC | 0.21% | Add +6.9% | 2,796 | $732K |
| First Community Trust NA | 0.54% | Add +11.3% | 2,791 | $731K |
| TCTC Holdings, LLC | 0.02% | No change | 2,784 | $729K |
| Fund Advisors of America Inc | 0.74% | Add +0.2% | 2,781 | $728K |
| Atwater Malick LLC | 0.20% | No change | 2,775 | $727K |
| Riverpoint Wealth Management Holdings, LLC | 0.15% | Add +0.7% | 2,774 | $727K |
| MPWM Advisory Solutions, LLC | 0.38% | Reduce -8.3% | 2,757 | $722K |
| Summit Wealth Group LLC / Co. | 0.08% | Add +63.8% | 2,749 | $720K |
| Outlook Wealth Advisors, LLC | 0.17% | Reduce -2.1% | 2,742 | $718K |
| Stonebridge Financial Planning Group, LLC | 0.26% | Add +1.3% | 2,729 | $715K |
| WJ Financial Advisors LLC | 0.58% | Add +2.6% | 2,726 | $714K |
| Adirondack Trust Co. | 0.24% | Add +11.8% | 2,701 | $707K |
| MBL Wealth, LLC | 0.05% | No change | 2,700 | $707K |
| Aspen Grove Capital, LLC | 0.14% | Add +0.2% | 2,694 | $706K |
| Wescott Financial Advisory Group, LLC | 0.06% | Reduce -4.5% | 2,680 | $702K |
| Pinnacle Bancorp, Inc. | 0.21% | Add +8.7% | 2,675 | $701K |
| Seek First Inc. | 0.49% | Reduce -1.3% | 2,672 | $700K |
| McGuire Investment Group, LLC | 0.08% | Add +0.6% | 2,671 | $700K |
| Astra Wealth Partners LLC | 0.44% | Add +27.3% | 2,660 | $697K |
| Wealth Dimensions Group, Ltd. | 0.14% | Add +6.9% | 2,656 | $696K |
| Denver PWM, LLC | 0.24% | Reduce -8.4% | 2,412 | $695K |
| Northbridge Financial Group, LLC | 0.30% | No change | 2,516 | $695K |
| Pandi, LLC | 0.11% | New | 2,644 | $693K |
| Werba Rubin Papier Wealth Management | 0.10% | Reduce -4.0% | 2,642 | $692K |
| Fulcrum Wealth Advisors, LLC | 0.57% | Add +23.9% | 2,639 | $691K |
| Birch Hill Investment Advisors LLC | 0.03% | Add +0.6% | 2,636 | $690K |
| Eagle Strategies LLC | 0.08% | Add +1.5% | 2,632 | $689K |
| Convergence Financial, LLC | 0.07% | Add +93.3% | 2,560 | $689K |
| Camden National Bank | 0.09% | Reduce -1.3% | 2,621 | $686K |
| Kelman-Lazarov, Inc. | 0.10% | Add +9.8% | 2,616 | $685K |
| Rothschild Investment LLC | 0.04% | Reduce -1.3% | 2,615 | $685K |
| Members Trust Co | 0.02% | Reduce -1.1% | 2,614 | $685K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -50.6% | 2,611 | $684K |
| Darden Wealth Group Inc | 0.35% | Add +72.8% | 2,610 | $684K |
| Thompson Davis & Co., Inc. | 0.46% | No change | 2,607 | $683K |
| Grandfield & Dodd, LLC | 0.04% | No change | 2,599 | $681K |
| Truepoint, Inc. | 0.02% | Add +0.7% | 2,592 | $679K |
| CDKV Holdings LLC | 0.59% | Add +0.4% | 2,581 | $676K |
| Integrated Wealth Management | 0.77% | Add +16.3% | 2,574 | $674K |
| Flywheel Private Wealth LLC | 0.38% | No change | 2,572 | $674K |
| Heritage Investment Group, Inc. | 0.10% | No change | 2,570 | $673K |
| LRI Investments, LLC | 0.06% | No change | 2,566 | $672K |
| CFS Investment Advisory Services, LLC | 0.05% | Reduce -1.8% | 2,357 | $671K |
| Sara-Bay Financial | 0.20% | Add +2.4% | 2,542 | $666K |
| EFG International AG | 0.01% | Add +0.2% | 2,542 | $666K |
| Lutz Financial Services LLC | 0.04% | No change | 2,541 | $666K |
| Rodgers & Associates, LTD | 0.07% | Reduce -26.3% | 2,526 | $662K |
| Fingerlakes Wealth Management, Inc. | 0.44% | Add +1.7% | 2,524 | $661K |
| LPWM LLC | 0.17% | Add +7.2% | 2,523 | $661K |
| Bison Wealth, LLC | 0.06% | Reduce -5.3% | 2,302 | $658K |
| Cape Investment Advisory, Inc. | 0.22% | Add +10.6% | 2,508 | $657K |
| Sandhill Capital Partners LLC | 0.06% | Reduce -4.2% | 2,502 | $655K |
| Triumph Capital Management | 0.13% | Reduce -2.8% | 2,498 | $654K |
| Glaxis Capital Management, LLC | 0.82% | No change | 2,497 | $654K |
| Transcendent Capital Group LLC | 0.30% | Reduce -1.0% | 2,486 | $651K |
| Thayer Partners, LLC / MA | 0.31% | Add +1.3% | 2,484 | $651K |
| Coastal Bridge Advisors, LLC | 0.05% | Reduce -3.1% | 2,474 | $648K |
| First Trust Advisors LP | 0.00% | Add +18.9% | 2,471 | $647K |
| FF Advisors,LLC | 0.26% | Reduce -29.3% | 2,284 | $647K |
| NWF Advisory Services Inc. | 0.07% | Add +15.0% | 2,452 | $642K |
| Keebeck Wealth Management | 0.07% | Reduce -2.3% | 2,449 | $642K |
| Kavar Capital Partners Group, LLC | 0.08% | Add +0.0% | 2,448 | $641K |
| FAS Wealth Partners, Inc. | 0.04% | Reduce -1.4% | 2,425 | $635K |
| Advisory Resource Group | 0.11% | Reduce -7.9% | 2,423 | $635K |
| Bank of New Hampshire | 0.15% | Reduce -1.8% | 2,423 | $635K |
| Advisory Alpha, LLC | 0.02% | Add +6.0% | 2,421 | $634K |
| German American Bancorp, Inc. | 0.05% | Add +3.8% | 2,417 | $633K |
| Elk River Wealth Management LLC | 0.11% | No change | 2,416 | $633K |
| Sepio Capital, LP | 0.03% | Add +0.3% | 2,410 | $631K |
| Lyell Wealth Management, LP | 0.05% | No change | 2,408 | $631K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.21% | Reduce -0.5% | 2,398 | $628K |
| Churchill Financial Advisors, LLC | 0.13% | Add +1.4% | 2,396 | $628K |
| Heck Capital Advisors, LLC | 0.05% | Add +0.2% | 2,391 | $626K |
| Hancock Whitney Corp. | 0.01% | Add +67.3% | 2,199 | $625K |
| Old Second National Bank of Aurora | 0.13% | No change | 2,385 | $625K |
| Novem Group | 0.07% | Reduce -7.8% | 2,385 | $625K |
| Redwood Family Wealth LLC | 0.61% | Reduce -8.0% | 2,379 | $623K |
| Jacobi Capital Management LLC | 0.03% | Add +18.8% | 2,374 | $622K |
| 1900 Wealth Management LLC | 0.04% | No change | 2,360 | $618K |
| Peregrine Asset Advisers, Inc. | 0.17% | Add +13.8% | 2,356 | $617K |
| Fortress Private Ledger, LLC | 0.19% | Add +25.0% | 2,355 | $617K |
| Financial Management, Inc. | 0.58% | Add +0.2% | 2,353 | $616K |
| Leo Wealth, LLC | 0.04% | Reduce -5.2% | 2,353 | $616K |
| Crescent Grove Advisors, LLC | 0.06% | Add +53.5% | 2,352 | $616K |
| Keystone Financial Services | 0.18% | No change | 2,344 | $614K |
| Tenzing Financial LLC | 0.46% | Reduce -0.1% | 2,218 | $612K |
| Platform Technology Partners | 0.12% | Add +4.0% | 2,338 | $612K |
| Cascade Wealth Advisors, Inc | 0.27% | Reduce -1.1% | 2,123 | $612K |
| Powerhouse Assets LLC | 0.53% | Add +0.0% | 2,335 | $611K |
| Penobscot Wealth Management | 0.18% | Add +1.5% | 2,334 | $611K |
| Capstone Wealth Management, Inc. | 0.52% | Reduce -1.5% | 2,297 | $608K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Reduce -2.4% | 2,318 | $607K |
| Compass Capital Management, Inc. | 0.04% | Reduce -2.6% | 2,317 | $607K |
| Smith Chas P & Associates Pa Cpas | 0.03% | Reduce -8.0% | 2,312 | $606K |
| Brown, Lisle/Cummings, Inc. | 0.15% | Add +0.0% | 2,309 | $605K |
| Francis Financial, Inc. | 0.11% | Reduce -0.9% | 2,308 | $605K |
| FSM Wealth Advisors, LLC | 0.08% | Add +14.6% | 2,308 | $604K |
| Angeles Wealth Management, LLC | 0.03% | Add +10.3% | 2,303 | $603K |
| Meridian Financial Partners LLC | 0.23% | Add +41.9% | 2,270 | $603K |
| Kaizen Financial Strategies | 0.25% | Add +50.7% | 2,148 | $600K |
| Bernicke Wealth Management, Ltd. | 0.08% | No change | 2,273 | $595K |
| Milestone Investment Advisors LLC | 0.14% | Add +0.3% | 2,271 | $595K |
| NTV Asset Management LLC | 0.07% | No change | 2,268 | $594K |
| Obermeyer Wealth Partners | 0.03% | Add +6.7% | 2,268 | $594K |
| Quest 10 Wealth Builders, Inc. | 0.52% | Reduce -0.3% | 2,266 | $594K |
| Spinnaker Trust | 0.03% | Reduce -18.9% | 2,262 | $592K |
| First County Bank | 0.32% | Add +3.6% | 2,258 | $591K |
| Gen-Wealth Partners Inc | 0.19% | No change | 2,253 | $590K |
| Brave Asset Management Inc. | 0.14% | New | 2,247 | $589K |
| KRM Wealth Management L.L.C. | 0.31% | Add +0.4% | 2,245 | $588K |
| Principal Financial Group Inc. | 0.00% | No change | 2,244 | $588K |
| Hutchens & Kramer Investment Management Group, LLC | 0.18% | Add +26.3% | 2,226 | $583K |
| Tolleson Wealth Management, Inc. | 0.08% | Add +11.9% | 2,217 | $581K |
| Round Rock Advisors LLC | 0.09% | Reduce -7.5% | 2,216 | $580K |
| Allen Capital Group, LLC | 0.05% | Reduce -0.5% | 2,211 | $579K |
| Prosperity Bancshares Inc | 0.46% | Reduce -0.2% | 2,204 | $577K |
| Balanced Rock Investment Advisors LLC | 0.40% | Add +2.3% | 2,199 | $576K |
| Linscomb Wealth, Inc. | 0.03% | Reduce -4.3% | 2,194 | $575K |
| Cambridge Financial Group, LLC | 0.19% | Reduce -32.1% | 2,191 | $574K |
| Carret Asset Management, LLC | 0.06% | Add +0.1% | 2,190 | $574K |
| Keb Asset Management, LLC | 0.11% | Reduce -6.4% | 2,185 | $572K |
| WealthCare Investment Partners, LLC | 0.16% | Add +0.3% | 2,118 | $564K |
| Benchmark Financial Wealth Advisors, LLC | 0.16% | Reduce -0.1% | 2,149 | $563K |
| Bar Harbor Wealth Management | 0.03% | Add +16.8% | 2,146 | $562K |
| IMG Wealth Management, Inc. | 0.36% | No change | 2,143 | $561K |
| RCS Financial Planning, LLC | 0.29% | Add +11.2% | 2,137 | $560K |
| Nest Investments, LLC | 0.45% | Add +17.5% | 2,133 | $559K |
| Unified Investment Management | 0.58% | Add +10.3% | 2,133 | $559K |
| City Holding Co. | 0.07% | Add +0.1% | 2,121 | $556K |
| Accel Wealth Management | 0.14% | Reduce -18.9% | 2,121 | $555K |
| Atala Financial Inc | 0.37% | No change | 2,098 | $555K |
| Stevens Capital Partners | 0.13% | Add +13.5% | 2,116 | $554K |
| KCM Investment Advisors LLC | 0.02% | Reduce -67.0% | 2,115 | $554K |
| Chapin Davis, Inc. | 0.12% | Reduce -7.7% | 2,112 | $553K |
| Wealth Care LLC | 0.49% | — | 2,110 | $553K |
| Nicholas Wealth, LLC. | 0.38% | Add +55.0% | 2,102 | $550K |
| Appleton Partners Inc. | 0.04% | Reduce -0.8% | 2,095 | $549K |
| JM2 Capital Inc. | 0.46% | No change | 2,096 | $549K |
| Ameriflex Group, Inc. | 0.28% | Add +9.8% | 2,091 | $548K |
| Jim Saulnier & Associates, LLC | 0.27% | Add +33.0% | 2,090 | $547K |
| My Personal CFO, LLC | 0.24% | Reduce -28.3% | 2,089 | $547K |
| Bravera Wealth | 0.25% | Add +38.2% | 2,087 | $547K |
| Moors & Cabot, Inc. | 0.02% | Reduce -8.1% | 2,087 | $547K |
| Sequent Planning LLC | 0.13% | Add +5.3% | 2,085 | $546K |
| Vident Advisory, LLC | 0.00% | Add +9.3% | 2,079 | $545K |
| TPG Advisors LLC | 0.34% | Add +29.8% | 2,073 | $543K |
| Parcion Private Wealth LLC | 0.03% | New | 2,069 | $542K |
| Fairview Capital Investment Management, LLC | 0.03% | Reduce -61.0% | 2,068 | $542K |
| Main Street Group, LTD | 0.17% | Reduce -1.1% | 2,062 | $540K |
| 55 North Private Wealth, LLC | 0.14% | Add +0.2% | 2,061 | $540K |
| Urban Financial Advisory Corp | 0.19% | Add +15.1% | 2,060 | $540K |
| Atlas Brown,Inc. | 0.16% | Add +78.9% | 2,057 | $539K |
| Waystone Advisors LLC | 0.48% | Reduce -1.8% | 2,056 | $539K |
| Front Row Advisors LLC | 0.18% | No change | 2,055 | $538K |
| Transamerica Financial Advisors, LLC | 0.05% | Add +65.3% | 2,054 | $538K |
| UMB Bank, n.a. | 0.01% | Reduce -12.2% | 2,047 | $536K |
| Florida Financial Advisors, LLC | 0.13% | Add +15.6% | 2,046 | $536K |
| Stephen J. Garry & Associates, LLC | 0.43% | No change | 2,041 | $535K |
| Total Clarity Wealth Management, Inc. | 0.13% | Reduce -0.2% | 2,039 | $534K |
| Comprehensive Money Management Services LLC | 0.35% | No change | 2,039 | $534K |
| Prospera Capital Management, LLC | 0.27% | No change | 2,038 | $534K |
| Private Wealth Asset Management, LLC | 0.06% | Reduce -8.9% | 2,037 | $534K |
| Stanley-Laman Group, Ltd. | 0.07% | New | 2,036 | $533K |
| Fortitude Advisory Group L.L.C. | 0.24% | Add +31.1% | 2,034 | $533K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -2.8% | 2,034 | $533K |
| Newport Capital Group, LLC | 0.32% | Reduce -1.0% | 2,030 | $532K |
| Silver Grove Financial Group, Inc. | 0.43% | New | 2,030 | $532K |
| Lynx Investment Advisory | 0.25% | New | 2,024 | $530K |
| IFC Advisors LLC | 0.08% | Reduce -95.9% | 2,022 | $530K |
| Wiregrass Investment Management LLC | 0.44% | No change | 2,018 | $529K |
| Clearstead Trust, LLC | 0.09% | Reduce -1.6% | 2,015 | $528K |
| Center For Asset Management LLC | 0.26% | Reduce -21.2% | 2,010 | $527K |
| Granite Harbor Advisors, Inc. | 0.23% | No change | 2,010 | $526K |
| Wealth Management Nebraska | 0.05% | No change | 2,008 | $526K |
| Team Hewins, LLC | 0.16% | Reduce -0.1% | 2,007 | $526K |
| Covenant Asset Management, LLC | 0.11% | Add +3.9% | 2,003 | $525K |
| Insight Advisors, LLC/ PA | 0.10% | Add +10.7% | 2,002 | $524K |
| United Advisor Group, LLC | 0.06% | Reduce -1.5% | 2,001 | $524K |
| Finward Bancorp | 0.42% | Add +16.3% | 1,997 | $523K |
| Elevation Wealth Partners, LLC | 0.19% | Add +0.1% | 1,996 | $523K |
| Peirce Capital Management, LLC | 0.20% | New | 1,995 | $523K |
| MCF Advisors LLC | 0.02% | Add +105.8% | 1,992 | $522K |
| Prosperitas Financial LLC | 0.19% | Add +66.5% | 1,981 | $519K |
| Family CFO Inc | 0.23% | Reduce -8.6% | 1,978 | $518K |
| Rede Wealth, LLC | 0.19% | Add +5.0% | 1,978 | $518K |
| Independent Wealth Network Inc. | 0.15% | New | 1,973 | $517K |
| IFC & Insurance Marketing, Inc. | 0.54% | Reduce -10.2% | 1,973 | $517K |
| Melone Private Wealth, LLC | 0.21% | No change | 1,972 | $516K |
| NBT Bank, N.A. | 0.03% | Add +1.8% | 1,971 | $516K |
| Roehl & Yi Investment Advisors, LLC | 0.19% | Add +1.1% | 4,125 | $516K |
| Nova R Wealth, Inc. | 0.16% | Reduce -9.8% | 1,968 | $515K |
| Ullmann Wealth Partners Group, LLC | 0.05% | No change | 1,968 | $515K |
| Key Financial Inc | 0.09% | Add +0.1% | 1,967 | $515K |
| Capital Advisors, Ltd. LLC | 0.06% | Reduce -5.7% | 1,962 | $514K |
| Adamsbrown Wealth Consultants LLC | 0.14% | Add +2.8% | 1,957 | $512K |
| Keystone Financial Services, LLC | 0.34% | Reduce -1.7% | 1,954 | $512K |
| Harbour Investment Management LLC | 0.28% | No change | 1,952 | $511K |
| Capital Square, LLC | 0.24% | Reduce -21.2% | 1,799 | $510K |
| Lodestone Wealth Management LLC | 0.20% | Add +0.1% | 1,945 | $509K |
| Granite Bay Wealth Management, LLC | 0.11% | Add +54.9% | 1,942 | $509K |
| Walter & Keenan Wealth Management LLC /in/ | 0.14% | Reduce -5.2% | 1,929 | $505K |
| Baker Tilly Wealth Management, LLC | 0.12% | Add +7.3% | 1,915 | $502K |
| Busey Bank | 0.01% | Add +19.9% | 1,914 | $501K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -0.1% | 1,905 | $499K |
| Horst & Graben Wealth Management LLC | 0.07% | No change | 1,755 | $498K |
| LJI Wealth Management, LLC | 0.08% | Add +29.1% | 1,897 | $497K |
| Alta Wealth Advisors LLC | 0.16% | Add +0.3% | 1,897 | $497K |
| Penobscot Investment Management Company, Inc. | 0.04% | Reduce -18.6% | 1,891 | $495K |
| Vestia Personal Wealth Advisors | 0.23% | Add +0.6% | 1,881 | $493K |
| LCNB Corp. | 0.17% | No change | 1,875 | $491K |
| Physician Wealth Advisors, Inc. | 0.07% | No change | 1,869 | $490K |
| McMillan Office, Inc. | 0.06% | No change | 1,865 | $488K |
| Osprey Private Wealth LLC | 0.14% | Add +67.7% | 1,858 | $487K |
| Vision Capital Management, Inc. | 0.06% | Add +0.2% | 1,851 | $485K |
| Calton & Associates, Inc. | 0.07% | Reduce -9.1% | 1,851 | $485K |
| Global Financial Private Client, LLC | 0.16% | Add +2.4% | 1,849 | $484K |
| Bakala Capital LLC | 2.32% | Add +0.4% | 1,839 | $482K |
| KLCM Advisors, Inc. | 0.04% | No change | 1,836 | $481K |
| Founders Financial Securities LLC | 0.03% | Reduce -48.3% | 1,758 | $480K |
| Midwestern Financial, LLC | 0.38% | Add +0.4% | 1,831 | $480K |
| Wells Financial Advisors INC | 2.18% | Reduce -74.4% | 1,828 | $479K |
| TrustWell Financial Advisors, LLC | 0.45% | No change | 1,820 | $477K |
| Christensen, King & Associates Investment Services, Inc. | 0.20% | Add +0.1% | 1,816 | $476K |
| Rik Saylor Financial, Inc. | 0.36% | Add +0.1% | 1,813 | $475K |
| Summitry LLC | 0.02% | Add +2.9% | 1,804 | $473K |
| Per Stirling Capital Management, LLC. | 0.05% | Add +25.2% | 1,801 | $472K |
| Vigilare Wealth Management | 0.16% | Reduce -76.0% | 1,800 | $472K |
| Brown Miller Wealth Management, LLC | 0.13% | No change | 1,800 | $471K |
| American Financial & Tax Strategies Inc. | 0.23% | No change | 1,796 | $470K |
| Parsonex Advisory Services, Inc. | 0.46% | Reduce -9.2% | 1,793 | $470K |
| Pitcairn Wealth Advisors LLC | 0.04% | Reduce -83.8% | 1,816 | $469K |
| First Financial Bankshares Inc | 0.01% | No change | 1,788 | $468K |
| Montecito Bank & Trust | 0.08% | Reduce -26.7% | 1,786 | $468K |
| Relyea Zuckerberg Hanson LLC | 0.05% | Add +0.1% | 1,783 | $467K |
| Silver Oak Advisory Group, Inc. | 0.20% | Add +0.1% | 1,784 | $467K |
| International Assets Investment Management, LLC | 0.03% | Reduce -1.2% | 1,766 | $465K |
| Strategic Financial Services, Inc. | 0.02% | Add +10.3% | 1,772 | $464K |
| Seven Mile Advisory | 0.33% | No change | 1,768 | $463K |
| Douglass Winthrop Advisors, LLC | 0.01% | Reduce -24.8% | 1,761 | $461K |
| Dahring | Cusmano LLC | 0.28% | Add +0.4% | 1,761 | $461K |
| TBH Global Asset Management, LLC | 0.09% | New | 1,759 | $461K |
| Northwest Wealth Management, LLC | 0.07% | Reduce -18.9% | 1,759 | $461K |
| Town Capital LLC | 0.37% | Add +9.2% | 1,758 | $460K |
| Parr McKnight Wealth Management Group, LLC | 0.06% | Add +33.8% | 1,754 | $459K |
| Lifeworks Advisors, LLC | 0.06% | Add +2.4% | 1,750 | $458K |
| River's Edge Wealth Management, LLC | 0.43% | Reduce -1.3% | 1,616 | $458K |
| Armstrong Henry H Associates Inc. | 0.05% | No change | 1,745 | $457K |
| DGS Capital Management, LLC | 0.08% | Add +1.4% | 1,744 | $457K |
| Archer Investment Corp | 0.10% | Reduce -2.4% | 1,735 | $455K |
| Wealthedge Investment Advisors, LLC | 0.17% | Reduce -18.7% | 1,734 | $454K |
| Fortune Financial Group, Inc. | 0.41% | Add +117.6% | 1,734 | $454K |
| Beacon Investment Advisory Services, Inc. | 0.02% | Reduce -3.7% | 1,733 | $454K |
| Middleton & Co. Inc. | 0.05% | No change | 1,730 | $453K |
| Bell Bank | 0.02% | Reduce -10.2% | 1,728 | $453K |
| Resolute Wealth Strategies, LLC | 0.19% | Add +16.8% | 1,722 | $451K |
| UNIVEST FINANCIAL Corp | 0.03% | Reduce -16.0% | 1,719 | $450K |
| PFW Advisors LLC | 0.14% | No change | 1,714 | $449K |
| TOWER TRUST & INVESTMENT Co | 0.29% | Add +5.7% | 1,712 | $448K |
| Covestor Ltd | 0.31% | Add +3.6% | 1,704 | $447K |
| Oarsman Capital, Inc. | 0.06% | Add +56.5% | 1,706 | $447K |
| Tumwater Wealth Management, LLC | 0.18% | Reduce -13.1% | 1,705 | $447K |
| LMG Wealth Partners, LLC | 0.08% | No change | 1,698 | $445K |
| HM Payson & Co. | 0.01% | Reduce -3.9% | 1,697 | $444K |
| Synergy Financial Group, LTD | 0.33% | Reduce -20.9% | 1,696 | $444K |
| Westbourne Investments, Inc. | 0.21% | No change | 1,690 | $443K |
| Miller Financial Services LLC | 0.49% | Add +0.2% | 1,679 | $440K |
| KPP Advisory Services LLC | 0.06% | Reduce -1.6% | 1,679 | $440K |
| 49 Wealth Management, LLC | 0.03% | Add +0.2% | 1,673 | $438K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -93.8% | 1,671 | $438K |
| Global Wealth Strategies & Associates | 0.11% | Add +341.1% | 1,663 | $436K |
| Madison Park Capital Advisors, LLC | 0.34% | Add +2.4% | 1,654 | $433K |
| Invst, LLC | 0.05% | Reduce -7.7% | 1,653 | $433K |
| Riverview Capital Advisers, LLC | 0.14% | Reduce -96.8% | 1,652 | $433K |
| Templeton & Phillips Capital Management, LLC | 0.35% | No change | 1,652 | $433K |
| Weitzel Financial Services, Inc. | 0.16% | No change | 1,641 | $432K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -4.4% | 1,647 | $431K |
| Golden Bell Financial Planning LLC | 0.34% | Reduce -1.6% | 1,646 | $431K |
| LifeGuide Financial Advisors, LLC | 0.14% | No change | 1,646 | $431K |
| HHM Wealth Advisors, LLC | 0.05% | Reduce -16.3% | 1,645 | $431K |
| Investment Planning Advisors, Inc. | 0.12% | Add +3.3% | 1,643 | $430K |
| Tocqueville Asset Management L.P. | 0.01% | Add +0.5% | 1,642 | $430K |
| Valley National Advisers Inc. | 0.06% | Reduce -6.7% | 1,643 | $430K |
| HBK Sorce Advisory LLC | 0.01% | Add +1.7% | 1,492 | $430K |
| Mascoma Wealth Management LLC | 0.09% | Reduce -1.9% | 1,639 | $429K |
| First National Bank of Mount Dora, Trust Investment Services | 0.09% | Reduce -0.6% | 1,639 | $429K |
| Selective Wealth Management, Inc. | 0.13% | Add +23.6% | 1,529 | $427K |
| Forum Financial Management, LP | 0.01% | Add +37.5% | 1,628 | $426K |
| Griffin Asset Management, Inc. | 0.05% | Reduce -8.1% | 1,627 | $426K |
| Buck Wealth Strategies, LLC | 0.05% | Reduce -24.1% | 1,627 | $426K |
| Patrick M Sweeney & Associates, Inc. | 0.27% | Reduce -1.1% | 1,625 | $426K |
| Millstone Evans Group, LLC | 0.26% | Add +7.8% | 1,624 | $425K |
| Intergy Private Wealth, LLC | 0.12% | Reduce -0.7% | 1,621 | $425K |
| LexAurum Advisors, LLC | 0.06% | — | 1,617 | $424K |
| Kwmg, LLC | 0.04% | Add +0.9% | 1,614 | $423K |
| Pillar Financial Advisors, LLC | 0.25% | Reduce -0.4% | 1,613 | $422K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.34% | Add +0.4% | 1,609 | $421K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -85.9% | 1,604 | $420K |
| Altiora Financial Group, LLC | 0.07% | No change | 1,603 | $420K |
| Eastern Bank | 0.01% | Add +153.2% | 1,603 | $420K |
| Coastwise Capital Group, LLC | 0.23% | No change | 1,602 | $419K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +60.0% | 1,600 | $419K |
| Fort Sheridan Advisors LLC | 0.05% | New | 1,594 | $418K |
| REDW Wealth LLC | 0.17% | Reduce -14.9% | 1,580 | $414K |
| River Street Advisors LLC | 0.14% | No change | 1,580 | $414K |
| New Insight Wealth Advisors | 0.15% | Reduce -4.0% | 1,579 | $414K |
| Opal Wealth Advisors, LLC | 0.09% | Add +24.6% | 1,578 | $413K |
| Authentikos Wealth Advisory, LLC | 0.28% | Add +7.5% | 1,578 | $413K |
| Jefferies Financial Group Inc. | 0.01% | New | 1,576 | $413K |
| Goepper Burkhardt LLC | 0.14% | Add +1.1% | 1,573 | $412K |
| Donor Advised Charitable Giving, Inc. | 0.01% | No change | 1,571 | $411K |
| Matters Capital LLC | 0.36% | New | 1,570 | $411K |
| Chemistry Wealth Management LLC | 0.07% | Reduce -13.7% | 1,569 | $411K |
| TruNorth Capital Management, LLC | 0.08% | No change | 1,569 | $411K |
| B & T Capital Management DBA Alpha Capital Management | 0.06% | Add +2.0% | 1,563 | $409K |
| DF Dent & Co. Inc. | 0.01% | Add +3.4% | 1,562 | $409K |
| Evergreen Wealth Partners LLC | 0.31% | Add +0.3% | 1,558 | $408K |
| Hardin Capital Partners, LLC | 0.19% | Add +1.4% | 1,551 | $406K |
| Cypress Financial Planning LLC | 0.11% | Reduce -15.5% | 1,548 | $405K |
| Pacific Sage Partners, LLC | 0.06% | Reduce -5.0% | 1,548 | $405K |
| Shepherd Financial Partners LLC | 0.04% | No change | 1,548 | $405K |
| Somerset Group LLC | 0.30% | No change | 1,420 | $404K |
| Etesian Wealth Advisors, Inc. | 0.13% | Reduce -5.8% | 1,542 | $404K |
| Great Diamond Partners, LLC | 0.08% | Add +5.1% | 1,542 | $404K |
| Independent Wealth Advisors LLC | 0.40% | Reduce -3.5% | 1,541 | $404K |
| TMB Capital Partners, LLC | 0.14% | No change | 1,541 | $404K |
| SJS Investment Consulting Inc. | 0.05% | Add +2.1% | 1,539 | $403K |
| Bensler, LLC | 0.04% | Add +37.4% | 1,537 | $403K |
| Cora Capital Advisors LLC | 0.13% | No change | 1,534 | $402K |
| Coquina Private Wealth LLC | 0.32% | Reduce -1.5% | 1,532 | $401K |
| Proffitt & Goodson Inc. | 0.06% | Reduce -0.2% | 1,531 | $401K |
| Strengthening Families & Communities, LLC | 0.10% | New | 1,526 | $400K |
| Interchange Capital Partners, LLC | 0.13% | Add +12.5% | 1,777 | $400K |
| Eagle Bay Advisors LLC | 0.35% | No change | 1,520 | $399K |
| Greenspring Advisors, LLC | 0.02% | Add +2.6% | 1,514 | $397K |
| Keener Financial Planning LLC | 0.17% | Reduce -0.5% | 1,515 | $396K |
| Beacon Capital Management, LLC | 0.07% | Add +2.6% | 1,509 | $395K |
| Strid Group, LLC | 0.05% | Add +79.5% | 1,508 | $395K |
| Sloy Dahl & Holst, LLC | 0.05% | Add +9.5% | 1,507 | $395K |
| TruWealth Advisors, LLC | 0.02% | Add +0.1% | 1,505 | $394K |
| Paragon Capital Management LLC | 0.19% | Reduce -24.9% | 1,503 | $394K |
| Means Investment Co., Inc. | 0.03% | Add +0.1% | 1,502 | $393K |
| ERn Financial, LLC | 0.07% | Reduce -26.8% | 1,502 | $393K |
| August Group Capital Ltd | 0.46% | Add +0.4% | 1,501 | $393K |
| J Hagan Capital, Inc. | 0.21% | Reduce -26.8% | 1,498 | $392K |
| Dravo Bay LLC | 0.16% | Add +59.0% | 1,495 | $392K |
| Coastline Complete Wealth LLC | 0.24% | Reduce -24.7% | 1,493 | $391K |
| Montis Financial, LLC | 0.08% | No change | 1,491 | $391K |
| RiverFront Investment Group, LLC | 0.01% | New | 1,478 | $387K |
| Prospect Financial Services LLC | 0.24% | Add +4.4% | 1,477 | $387K |
| IAG Wealth Partners, LLC | 0.04% | Add +0.5% | 1,477 | $387K |
| WealthTrust Axiom LLC | 0.10% | No change | 1,475 | $386K |
| Three Bearings Fiduciary Advisors, Inc. | 0.37% | No change | 1,474 | $386K |
| Breachway Investments LLC | 0.37% | No change | 1,464 | $386K |
| GDS Wealth Management | 0.02% | Add +26.5% | 1,471 | $385K |
| Olde Wealth Management, LLC | 0.12% | Reduce -5.5% | 1,471 | $385K |
| Capital Investment Counsel, LLC | 0.05% | Reduce -14.0% | 1,467 | $384K |
| Register Financial Advisors LLC | 0.14% | Add +18.1% | 1,465 | $384K |
| Cutler Investment Counsel LLC | 0.04% | No change | 1,465 | $384K |
| Cedar Point Capital Partners, LLC | 0.25% | Reduce -1.2% | 1,451 | $380K |
| Integrity Advisory Solutions, LLC | 0.05% | Add +6.0% | 1,441 | $378K |
| Stonebridge Financial Group, LLC | 0.03% | Add +0.1% | 1,439 | $377K |
| Old National Bancorp | 0.01% | No change | 1,435 | $376K |
| Proactive Wealth Strategies LLC | 0.07% | New | 1,432 | $375K |
| ZWJ Investment Counsel Inc. | 0.01% | Add +0.1% | 1,428 | $374K |
| Tempo Wealth, LLC | 0.07% | Reduce -12.8% | 1,427 | $374K |
| Armstrong Advisory Group, Inc. | 0.03% | Reduce -2.4% | 1,423 | $373K |
| Altura Wealth Advisors Inc. | 0.16% | New | 1,420 | $372K |
| Adapt Wealth Advisors, LLC | 0.13% | Reduce -0.2% | 1,414 | $370K |
| Forza Wealth Management, LLC | 0.13% | No change | 1,410 | $369K |
| Elevation Wealth Management LLC | 0.34% | Add +17.0% | 1,406 | $368K |
| Aspen Capital Management, LLC | 0.09% | No change | 1,403 | $367K |
| Aspect Partners, LLC | 0.15% | No change | 1,402 | $367K |
| Nikulski Financial, Inc. | 0.09% | Reduce -25.2% | 1,402 | $367K |
| John A. Wolfe & Associates, Inc. | 0.56% | Add +0.3% | 1,400 | $367K |
| Atlatl Advisers LLC | 0.27% | Add +22.6% | 1,398 | $366K |
| Alliance Wealth Advisors, LLC | 0.17% | No change | 1,396 | $366K |
| Courage Miller Partners, LLC | 0.10% | No change | 1,395 | $365K |
| Unique Wealth Strategies, LLC | 0.15% | Reduce -2.0% | 1,393 | $365K |
| Holderness Investments Co. | 0.07% | Add +32.0% | 1,390 | $364K |
| LVW Advisors, LLC | 0.04% | Add +2.8% | 1,389 | $364K |
| Disciplined Investors, L.L.C. | 0.22% | Add +0.1% | 1,379 | $361K |
| Clifford Group, LLC | 0.28% | No change | 1,374 | $360K |
| Firestone Capital Management | 0.07% | Add +0.4% | 1,373 | $360K |
| Live Oak Private Wealth LLC | 0.05% | No change | 1,373 | $360K |
| Sentinel Pension Advisors, LLC | 0.05% | Reduce -1.0% | 1,371 | $359K |
| McDonald Partners LLC | 0.08% | Add +31.2% | 1,370 | $359K |
| BBR Partners, LLC | 0.02% | Reduce -69.7% | 1,369 | $359K |
| TrueWealth Advisors, LLC | 0.09% | Reduce -0.4% | 1,369 | $359K |
| Values Added Financial LLC | 0.15% | Reduce -9.7% | 1,369 | $359K |
| Vantage Point Financial LLC | 0.13% | Reduce -0.3% | 1,369 | $358K |
| Aviance Capital Partners, LLC | 0.04% | Add +38.7% | 1,365 | $358K |
| Alteri Wealth LLC | 0.12% | Reduce -21.5% | 1,364 | $357K |
| FWG Investments, LLC. | 0.23% | New | 1,362 | $357K |
| Sheets Smith Wealth Management | 0.04% | No change | 1,361 | $356K |
| Cardinal Point Capital Management ULC | 0.02% | New | 1,355 | $355K |
| ZynergyRetirementPlanningLLC | 0.21% | No change | 1,354 | $355K |
| Foundation Wealth Management, LLC\PA | 0.12% | Add +8.5% | 1,351 | $354K |
| Tempus Wealth Planning, LLC | 0.08% | Reduce -1.5% | 1,351 | $354K |
| Clark Estates Inc. | 0.09% | No change | 1,350 | $354K |
| EagleClaw Capital Managment, LLC | 0.05% | Reduce -12.9% | 1,350 | $354K |
| Essential Planning, LLC. | 0.11% | Reduce -0.5% | 1,349 | $353K |
| Hazlett, Burt & Watson, Inc. | 0.11% | Add +3.6% | 1,338 | $352K |
| XY Planning Network, Inc. | 0.06% | Add +0.4% | 1,335 | $352K |
| Harbor Asset Planning, Inc. | 0.30% | Add +0.3% | 1,341 | $351K |
| Perryman Financial Advisory Inc. | 0.05% | Add +0.1% | 1,341 | $351K |
| Van Hulzen Asset Management, LLC | 0.03% | Reduce -4.4% | 1,340 | $351K |
| Signet Financial Management, LLC | 0.04% | Reduce -0.3% | 1,336 | $350K |
| GatePass Capital, LLC | 0.17% | Add +8.8% | 1,329 | $348K |
| Lawood & Co. | 0.32% | Reduce -0.3% | 1,327 | $348K |
| SilverOak Wealth Management LLC | 0.05% | No change | 1,323 | $347K |
| Koss-Olinger Consulting, LLC | 0.03% | Reduce -3.2% | 1,322 | $346K |
| Trademark Financial Management, LLC | 0.17% | Reduce -3.0% | 1,322 | $346K |
| Cloud Capital Management, LLC | 0.15% | Add +3.7% | 1,320 | $345K |
| DecisionMap Wealth Management, LLC | 0.22% | Add +5.6% | 1,315 | $344K |
| Allen Investment Management, LLC | 0.00% | No change | 1,315 | $344K |
| Missouri Trust & Investment Co | 0.10% | Reduce -2.2% | 1,314 | $344K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.11% | No change | 1,212 | $344K |
| Financial Discovery Group Inc. | 0.80% | — | 1,312 | $344K |
| Novak & Powell Financial Services, Inc. | 0.18% | Reduce -73.7% | 1,311 | $343K |
| Flower City Capital | 0.17% | Reduce -0.8% | 1,308 | $343K |
| Tyche Wealth Partners LLC | 0.05% | Reduce -0.8% | 1,304 | $342K |
| Evolve Private Wealth, LLC | 0.02% | Reduce -39.1% | 1,304 | $342K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 1,302 | $341K |
| Davidson Trust Co. | 0.15% | No change | 1,301 | $341K |
| Grey Ledge Advisors, LLC | 0.08% | Add +0.4% | 1,299 | $340K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 1,295 | $339K |
| Olistico Wealth, LLC | 0.17% | Add +4.4% | 1,294 | $339K |
| Blue Zone Wealth Advisors, LLC | 0.07% | Reduce -8.0% | 1,294 | $339K |
| Denver Wealth Management, Inc. | 0.12% | New | 1,293 | $339K |
| BlueChip Wealth Advisors LLC | 0.15% | New | 1,290 | $338K |
| LaSalle St. Investment Advisors, LLC | 0.05% | Reduce -2.5% | 1,288 | $337K |
| Aerodigm Wealth, LLC | 0.13% | Reduce -19.2% | 1,287 | $337K |
| PCG Asset Management, LLC | 0.27% | Add +53.9% | 1,285 | $337K |
| Aspiring Ventures, LLC | 0.11% | No change | 1,285 | $337K |
| Destination Wealth Management | 0.01% | Add +7.3% | 1,281 | $336K |
| New Republic Capital, LLC | 0.11% | Add +0.3% | 1,279 | $335K |
| Painted Porch Advisors LLC | 0.16% | Add +3.9% | 1,276 | $334K |
| ProVise Management Group, LLC | 0.02% | No change | 1,275 | $334K |
| Triad Wealth Partners, LLC | 0.03% | Reduce -51.3% | 1,273 | $333K |
| Dynasty Wealth Management, LLC | 0.00% | Reduce -9.5% | 1,272 | $333K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -14.0% | 1,224 | $333K |
| ATX Financial Planning, LLC | 0.25% | Reduce -81.0% | 1,270 | $333K |
| Impact Capital Partners LLC | 0.10% | Add +2.2% | 1,268 | $332K |
| Reflection Asset Management | 0.20% | Add +0.2% | 1,165 | $330K |
| L. Roy Papp & Associates, LLP | 0.04% | Reduce -2.3% | 1,257 | $329K |
| Everpar Advisors LLC | 0.11% | New | 1,255 | $329K |
| Elmwood Wealth Management, Inc. | 0.09% | No change | 1,251 | $328K |
| Santori & Peters, Inc. | 0.10% | Reduce -0.7% | 1,250 | $327K |
| KWB Wealth | 0.03% | No change | 1,267 | $327K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Add +6.5% | 1,165 | $324K |
| Smith Thornton Advisors LLC | 0.16% | Reduce -3.1% | 1,236 | $324K |
| Windward Private Wealth Management Inc. | 0.11% | Reduce -1.4% | 1,236 | $324K |
| BetterWealth, LLC | 0.06% | New | 1,230 | $322K |
| Wulff, Hansen & Co. | 0.33% | No change | 1,225 | $321K |
| Accretive Wealth Partners, LLC | 0.09% | Add +10.4% | 1,222 | $320K |
| Walleye Partners, LLC | 0.39% | No change | 1,220 | $320K |
| Wills Financial Group LLC | 0.12% | Add +6.9% | 1,118 | $319K |
| Gilbert & Cook, Inc. | 0.04% | No change | 1,218 | $319K |
| Pflug Koory, LLC | 0.15% | Add +59.7% | 1,214 | $318K |
| Silver Coast Investments LLC | 0.10% | Add +8.1% | 1,208 | $316K |
| MBA Advisors LLC | 0.12% | No change | 1,207 | $316K |
| Oak Harvest Investment Services | 0.03% | Reduce -2.7% | 1,206 | $316K |
| Impact Partnership Wealth, LLC | 0.04% | Add +22.2% | 1,206 | $316K |
| Osborne Partners Capital Management, LLC | 0.02% | No change | 1,203 | $315K |
| William Mack & Associates, Inc. | 0.18% | Reduce -16.7% | 1,199 | $314K |
| Portland Financial Advisors Inc | 0.65% | No change | 1,195 | $313K |
| Arlington Trust Co LLC | 0.03% | Add +1225.6% | 1,193 | $312K |
| WNY Asset Management, LLC | 0.03% | — | 1,188 | $311K |
| IMA Advisory Services, Inc. | 0.03% | Add +3.2% | 1,185 | $310K |
| Clear Harbor Asset Management, LLC | 0.02% | No change | 1,185 | $310K |
| Insigneo Advisory Services, LLC | 0.02% | No change | 1,183 | $310K |
| Hantz Financial Services, Inc. | 0.00% | Add +47.4% | 1,178 | $309K |
| Caliber Wealth Management, LLC / KS | 0.03% | Reduce -35.9% | 1,172 | $307K |
| Shakespeare Wealth Management, LLC | 0.07% | No change | 1,169 | $306K |
| Alpha Financial Advisors, LLC | 0.09% | No change | 1,168 | $306K |
| Traction Financial Partners, LLC | 0.19% | Reduce -8.5% | 1,168 | $306K |
| EnRich Financial Partners LLC | 0.08% | Add +0.3% | 1,166 | $305K |
| Sensible Money, LLC | 0.09% | Reduce -37.6% | 1,159 | $304K |
| Carter Financial Group, INC. | 0.19% | Add +0.4% | 1,158 | $303K |
| Breakwater Capital Group | 0.04% | Add +39.3% | 1,156 | $303K |
| Bannerstone Capital Management, LLC | 0.28% | Add +0.3% | 1,155 | $302K |
| Sit Investment Associates Inc. | 0.01% | No change | 1,154 | $302K |
| Foundry Financial LLC | 0.13% | Reduce -24.2% | 1,151 | $302K |
| Matrix Asset Advisors Inc. | 0.03% | Add +0.1% | 1,149 | $301K |
| Davis Investment Partners, LLC | 0.11% | Add +0.3% | 1,148 | $301K |
| Stokes Family Office, LLC | 0.03% | Add +6.8% | 1,145 | $300K |
| National Wealth Management Group, LLC | 0.11% | Reduce -46.3% | 1,145 | $300K |
| Resources Management Corp. /CT/ | 0.04% | Reduce -2.1% | 1,140 | $299K |
| Shared Vision Wealth Group LLC | 0.12% | No change | 1,141 | $299K |
| Northcape Wealth Management, LLC | 0.08% | Add +1.0% | 1,137 | $298K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 1,133 | $297K |
| Altfest L J & Co. Inc. | 0.03% | New | 1,132 | $296K |
| Hollencrest Capital Management | 0.01% | Add +365.4% | 1,131 | $296K |
| Indiana Trust & Investment Management Co | 0.09% | No change | 1,130 | $296K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | Add +3.9% | 1,127 | $295K |
| Novare Capital Management LLC | 0.02% | Add +31.2% | 1,123 | $294K |
| Noesis Capital Mangement Corp. | 0.04% | Reduce -0.8% | 1,117 | $293K |
| Advance Capital Management, Inc. | 0.01% | Reduce -4.8% | 1,116 | $292K |
| Shade Tree Advisors LLC | 0.21% | Reduce -8.8% | 1,115 | $292K |
| Redwood Financial Network Corp | 0.19% | Reduce -9.0% | 1,113 | $291K |
| Silvia McColl Wealth Management, LLC | 0.19% | No change | 1,110 | $291K |
| Security National Bank of Sioux City Iowa | 0.17% | Add +20.3% | 1,110 | $291K |
| SlateStone Wealth, LLC | 0.02% | No change | 1,107 | $290K |
| First Pacific Financial | 0.04% | Reduce -5.3% | 1,106 | $290K |
| MainStreet Investment Advisors LLC | 0.04% | Reduce -6.4% | 1,105 | $289K |
| Symmetry Partners, LLC | 0.02% | New | 1,104 | $289K |
| Serenus Wealth Advisors, LLC | 0.06% | No change | 1,100 | $288K |
| Money Concepts Capital Corp. | 0.02% | Add +0.6% | 1,099 | $288K |
| Hidden Cove Wealth Management, LLC | 0.18% | Reduce -4.6% | 1,095 | $287K |
| Optima Capital LLC | 0.13% | Add +17.1% | 1,094 | $287K |
| Farmers Trust Co. | 0.04% | No change | 1,092 | $286K |
| Foster Group, Inc. | 0.01% | Add +3.3% | 1,088 | $285K |
| GHP Investment Advisors, Inc. | 0.01% | Add +4.0% | 1,083 | $284K |
| Benchmark Financial, LLC | 0.25% | New | 1,080 | $283K |
| Legacy Trust | 0.05% | Add +7.5% | 1,076 | $282K |
| Cypress Capital Group | 0.03% | Reduce -9.8% | 1,076 | $282K |
| Squarepoint Ops LLC | 0.00% | New | 1,070 | $280K |
| Boston Family Office LLC | 0.02% | No change | 1,070 | $280K |
| Marco Investment Management LLC | 0.02% | No change | 1,067 | $279K |
| Advantage Trust Co | 0.13% | No change | 1,065 | $279K |
| Bluespring Wealth Management, LLC | 0.02% | New | 1,064 | $279K |
| Gallagher Capital Advisors, LLC | 0.19% | Reduce -86.1% | 1,064 | $279K |
| Tobias Financial Advisors, Inc. | 0.04% | Add +2.2% | 1,062 | $278K |
| Womack Financial LLC | 0.20% | No change | 1,057 | $277K |
| BKM Wealth Management, LLC | 0.10% | Reduce -1.3% | 1,049 | $275K |
| Evelyn Partners Asset Management Ltd | 0.07% | New | 1,047 | $274K |
| Steinberganna Wealth Management | 0.13% | Add +6.2% | 1,046 | $274K |
| Valley Financial Group, Inc. | 0.15% | Add +1.6% | 1,045 | $274K |
| Southern Capital Advisors, LLC | 0.13% | Reduce -0.7% | 1,044 | $274K |
| Detalus Advisors, LLC | 0.06% | Reduce -2.2% | 1,040 | $272K |
| Blue Edge Capital, LLC | 0.04% | Reduce -0.9% | 1,038 | $272K |
| Sims Investment Management, LLC | 0.10% | Add +0.3% | 1,036 | $271K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -35.3% | 1,035 | $271K |
| Summit Financial Strategies, Inc. | 0.02% | New | 1,031 | $270K |
| Elevate Wealth Advisory, Inc. | 0.17% | Reduce -3.9% | 1,028 | $269K |
| Old Peak Finance LLC | 0.16% | No change | 1,027 | $269K |
| Crumly & Associates Inc. | 0.06% | Add +5.7% | 1,025 | $268K |
| American State Bank (Iowa) | 0.13% | Add +11.2% | 1,024 | $268K |
| Pictet North America Advisors SA | 0.03% | Reduce -94.4% | 1,024 | $268K |
| FLC Capital Advisors | 0.05% | No change | 1,021 | $267K |
| VERITY Wealth Advisors | 0.18% | No change | 1,015 | $266K |
| Buttonwood Financial Advisors Inc. | 0.09% | Reduce -8.6% | 1,014 | $266K |
| Aletheian Wealth Advisors LLC | 0.13% | — | 1,014 | $266K |
| Integrity Investment Advisors, LLC | 0.14% | Reduce -29.3% | 1,013 | $265K |
| Cornell Pochily Investment Advisors, Inc. | 0.08% | Reduce -0.6% | 1,013 | $265K |
| Avalon Trust Co | 0.02% | Reduce -8.2% | 1,010 | $265K |
| TRUE Private Wealth Advisors | 0.03% | New | 1,001 | $262K |
| Ceeto Capital Group, LLC | 0.08% | New | 1,000 | $262K |
| Optivise Advisory Services LLC | 0.16% | Reduce -1.2% | 996 | $261K |
| Partnership Wealth Management, LLC | 0.20% | Add +3.3% | 994 | $260K |
| Forum Private Client Group LLC | 0.09% | Reduce -19.6% | 993 | $260K |
| CAP Partners, LLC | 0.15% | No change | 992 | $260K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +0.2% | 991 | $260K |
| Strategic Wealth Partners, Ltd. | 0.02% | Add +60.9% | 991 | $260K |
| Morton Capital Management LLC | 0.04% | Add +23.9% | 990 | $259K |
| Kane Co Wealth Management, Inc. | 0.22% | No change | 989 | $259K |
| Aull & Monroe Investment Management Corp | 0.12% | No change | 989 | $259K |
| Maseco LLP | 0.01% | No change | 987 | $258K |
| Walker Financial Services, Inc. | 0.09% | Add +0.3% | 986 | $258K |
| Carmel Capital Partners, LLC | 0.09% | Reduce -7.4% | 986 | $258K |
| GWN Securities Inc. | 0.05% | Reduce -3.8% | 982 | $257K |
| Lexington Hill Partners, LLC | 0.14% | Add +0.4% | 976 | $256K |
| Partners Wealth Management, LLC | 0.26% | Add +4.2% | 975 | $255K |
| Gibbs Wealth Management | 0.03% | New | 974 | $255K |
| Hobbs Group Advisors, LLC | 0.08% | New | 972 | $255K |
| CacheTech Inc. | 0.05% | New | 963 | $252K |
| Adkins Seale Capital Management LLC | 0.25% | No change | 960 | $251K |
| Everstar Asset Management, LLC | 0.13% | No change | 960 | $251K |
| Sterling Investment Advisors, Ltd. | 0.05% | Add +2.8% | 959 | $251K |
| United Community Bank | 0.08% | Add +3.7% | 958 | $251K |
| Tilia Fiduciary Partners, Inc. | 0.14% | Add +12.1% | 952 | $249K |
| Fourth Dimension Wealth, LLC | 0.09% | Reduce -8.1% | 947 | $248K |
| 3 Factor Indexing, LLC | 0.23% | — | 946 | $248K |
| M1 Capital Management LLC | 0.11% | No change | 945 | $247K |
| Novus Advisors, LLC | 0.55% | Add +0.2% | 943 | $247K |
| Csenge Advisory Group | 0.01% | Reduce -4.5% | 943 | $247K |
| Bluedoor Private Wealth, LLC | 0.11% | New | 937 | $245K |
| First Growth Capital LLC | 0.22% | No change | 926 | $244K |
| Matisse Capital | 0.10% | No change | 928 | $243K |
| Prospect Financial Group LLC | 0.22% | No change | 927 | $243K |
| Pathway Financial Advisers, LLC | 0.07% | New | 927 | $243K |
| Carson Advisory Inc. | 0.13% | No change | 926 | $243K |
| Mattern Capital Management, LLC | 0.03% | Reduce -59.4% | 926 | $243K |
| Private Management Group Inc. | 0.01% | Reduce -9.8% | 924 | $242K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 925 | $242K |
| Anson Capital, Inc. | 0.17% | No change | 923 | $242K |
| Approach Retirement Advisors, LLC | 0.20% | Add +0.3% | 923 | $242K |
| Cherrydale Wealth Management, LLC | 0.07% | No change | 921 | $241K |
| CVFG LLC | 0.03% | New | 920 | $241K |
| RMG Wealth Management LLC | 0.03% | New | 835 | $241K |
| McCartney Wealth Management LLC | 0.20% | Add +0.2% | 919 | $241K |
| Stonebrook Private Inc. | 0.05% | Reduce -0.9% | 918 | $240K |
| RoundAngle Advisors LLC | 0.18% | Reduce -1.9% | 916 | $240K |
| North Ridge Wealth Advisors, Inc. | 0.13% | No change | 915 | $240K |
| Correct Capital Wealth Management | 0.04% | No change | 913 | $239K |
| Raffa Wealth Management, LLC | 0.04% | Reduce -0.7% | 913 | $239K |
| F/m Investments LLC | 0.02% | New | 911 | $239K |
| AAF Wealth Management, LLC | 0.10% | Reduce -2.5% | 911 | $239K |
| Retirement Capital Strategies | 0.09% | No change | 907 | $238K |
| Clark Capital Management Group, Inc. | 0.00% | New | 905 | $237K |
| Fulton Breakefield Broenniman LLC | 0.02% | Reduce -0.6% | 903 | $237K |
| Andina Capital Management, LLC | 0.21% | Reduce -34.6% | 903 | $237K |
| Aurora Private Wealth, Inc. | 0.17% | No change | 916 | $236K |
| Steel Grove Capital Advisors, LLC | 0.02% | Reduce -7.9% | 900 | $236K |
| Park Capital Management, LLC / WI | 0.23% | No change | 899 | $235K |
| Evergreen Advisors, LLC | 0.06% | Add +0.3% | 898 | $235K |
| Frisch Financial Group, Inc. | 0.05% | New | 898 | $235K |
| LifeGoal Investments, LLC | 0.13% | No change | 893 | $235K |
| Refined Wealth Management | 0.15% | Reduce -93.7% | 897 | $235K |
| Cottage Street Advisors LLC | 0.10% | Add +0.2% | 895 | $234K |
| Wealthcare Capital Management LLC | 0.02% | New | 893 | $234K |
| Beacon Wealthcare LLC | 0.08% | No change | 887 | $232K |
| WLTH Capital Management, LLC | 0.18% | Reduce -0.9% | 885 | $232K |
| True Wealth Design, LLC | 0.06% | New | 882 | $231K |
| Melfa Wealth Management, Inc. | 0.13% | Add +3.6% | 881 | $231K |
| Richard W. Paul & Associates, LLC | 0.08% | Add +3.0% | 880 | $231K |
| Retirement Income Solutions, Inc. | 0.04% | No change | 880 | $230K |
| Daybright Advisory Services, Inc. | 0.06% | Add +0.3% | 877 | $230K |
| NorthLanding Financial Partners, LLC | 0.19% | Reduce -10.2% | 877 | $230K |
| Community Bank, N.A. | 0.03% | No change | 875 | $229K |
| Nottingham Advisors, Inc. | 0.03% | No change | 873 | $229K |
| Bogart Wealth, LLC | 0.01% | Reduce -23.9% | 870 | $228K |
| Camelot Technology Advisors, Inc. | 0.17% | No change | 869 | $228K |
| Revere Asset Management, Inc | 0.12% | No change | 867 | $227K |
| Strong Retirement Solutions LLC | 0.16% | New | 866 | $227K |
| Cassady Wealth & Retirement Planning, LLC | 0.12% | Add +1.4% | 796 | $226K |
| Waterway Wealth Management, LLC | 0.05% | New | 864 | $226K |
| Blalock Williams, LLC | 0.17% | Reduce -11.3% | 862 | $226K |
| Yukon Wealth Management, Inc. | 0.13% | No change | 862 | $226K |
| Entrewealth, LLC | 0.10% | No change | 861 | $225K |
| Twin City Private Wealth, LLC | 0.17% | Add +7.6% | 860 | $225K |
| Welch Group, LLC | 0.01% | No change | 860 | $225K |
| Stephenson & Company, Inc. | 0.12% | No change | 859 | $225K |
| Retirement Solution LLC | 0.05% | Add +0.2% | 857 | $225K |
| CGC Financial Services, LLC | 0.06% | No change | 857 | $224K |
| Boston Trust Walden Corp | 0.00% | No change | 856 | $224K |
| RS Crum Inc. | 0.04% | No change | 855 | $224K |
| Arsenal Capital Advisors LLC | 0.16% | New | 851 | $223K |
| RVW Wealth, LLC | 0.02% | No change | 851 | $223K |
| Howe & Rusling Inc. | 0.01% | Reduce -36.6% | 849 | $222K |
| Journey Advisory Group, LLC | 0.02% | Reduce -47.6% | 848 | $222K |
| Tiller Private Wealth, Inc. | 0.08% | Reduce -2.3% | 847 | $222K |
| Glen Eagle Advisors, LLC | 0.03% | Reduce -12.1% | 846 | $222K |
| Klingenstein Fields & Co. LP | 0.01% | New | 844 | $221K |
| Powers Advisory Group, LLC | 0.08% | Add +0.4% | 844 | $221K |
| Trek Financial, LLC | 0.01% | Reduce -4.5% | 843 | $221K |
| Reyes Financial Architecture, Inc. | 0.18% | Reduce -1.4% | 839 | $220K |
| Alhambra Investment Management LLC | 0.10% | Reduce -6.8% | 838 | $219K |
| Vestor Capital, LLC | 0.02% | Add +147.9% | 838 | $219K |
| Proficio Capital Partners LLC | 0.01% | Reduce -79.7% | 834 | $218K |
| Amicus Financial Advisors, LLC | 0.06% | Add +7.1% | 834 | $218K |
| First Western Trust Bank | 0.01% | Add +6.3% | 833 | $218K |
| Norden Group LLC | 0.02% | New | 833 | $218K |
| Integris Wealth Management, LLC | 0.05% | Reduce -30.6% | 831 | $218K |
| Clear Wave Wealth Management LLC | 0.06% | — | 830 | $218K |
| Tounjian Advisory Partners, LLC | 0.08% | New | 830 | $217K |
| DDD Partners, LLC | 0.02% | No change | 830 | $217K |
| Beck Mack & Oliver LLC | 0.00% | Reduce -10.8% | 830 | $217K |
| Michels Family Financial, LLC | 0.16% | Reduce -2.7% | 829 | $217K |
| Argent Advisors, Inc. | 0.06% | No change | 828 | $217K |
| Central Bank & Trust Co. | 0.03% | Add +3.1% | 828 | $217K |
| J. Derek Lewis & Associates Inc. | 0.05% | New | 826 | $217K |
| YHB Investment Advisors, Inc. | 0.02% | Reduce -12.3% | 822 | $215K |
| DHJJ Financial Advisors, Ltd. | 0.07% | Add +1.1% | 821 | $215K |
| Monetary Solutions, Ltd | 0.21% | Reduce -3.2% | 818 | $214K |
| Ingalls & Snyder LLC | 0.01% | New | 816 | $214K |
| Heritage Wealth Management, Inc./Texas | 0.09% | No change | 814 | $213K |
| Caldwell Sutter Capital, Inc. | 0.09% | Reduce -10.2% | 813 | $213K |
| Strathmore Capital Advisors, Inc. | 0.06% | New | 751 | $213K |
| Wise Wealth Partners | 0.29% | New | 812 | $213K |
| Heirloom Wealth Management | 0.04% | New | 812 | $213K |
| MinichMacGregor Wealth Management, LLC | 0.04% | No change | 811 | $212K |
| Northeast Planning Associates, Inc. / NH / | 0.14% | No change | 810 | $212K |
| Serenity Investment Advisors | 0.10% | Reduce -11.3% | 731 | $211K |
| Empirical Asset Management, LLC | 0.06% | Add +0.1% | 2,933 | $211K |
| Arthur M. Cohen & Associates, LLC | 0.04% | No change | 800 | $211K |
| Paller Financial Services Inc | 0.17% | No change | 804 | $211K |
| Highland Financial Advisors, LLC | 0.06% | New | 804 | $211K |
| Frederick Financial Consultants, LLC | 0.10% | New | 802 | $210K |
| Willow Financial LLC | 0.21% | No change | 802 | $210K |
| Southern Michigan Bank & Trust | 0.08% | — | 802 | $210K |
| Shira Ridge Wealth Management | 0.08% | Add +1.3% | 801 | $210K |
| Trace Wealth Advisors, LLC | 0.16% | No change | 800 | $210K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.07% | No change | 800 | $210K |
| Princeton Global Asset Management LLC | 0.03% | Add +0.3% | 799 | $209K |
| Pasadena Private Wealth, LLC | 0.03% | Reduce -15.6% | 798 | $209K |
| Key Client Fiduciary Advisors, LLC | 0.07% | New | 798 | $209K |
| Pekin Hardy Strauss, Inc. | 0.02% | No change | 797 | $209K |
| Trustco Bank Corp. N Y | 0.19% | No change | 796 | $208K |
| Accurate Wealth Management, LLC | 0.03% | New | 764 | $208K |
| Bennett Selby Investments LP | 0.07% | Add +0.4% | 792 | $207K |
| Pitti Group Wealth Management, LLC | 0.17% | No change | 787 | $206K |
| Monograph Wealth Advisors, LLC | 0.02% | No change | 786 | $206K |
| TKG Advisors, LLC | 0.09% | Reduce -0.9% | 785 | $206K |
| Drake & Associates, LLC | 0.04% | Reduce -54.2% | 785 | $206K |
| Enclave Advisors LLC | 0.03% | Add +0.4% | 785 | $205K |
| MOR Wealth Management, LLC | 0.09% | No change | 784 | $205K |
| Omega Financial Group, LLC | 0.07% | Add +0.3% | 783 | $205K |
| Heartland Bank & Trust Co | 0.05% | New | 783 | $205K |
| Versant Capital Management, Inc | 0.02% | No change | 783 | $205K |
| Harbour Capital Advisors, LLC | 0.04% | New | 721 | $205K |
| Pinion Investment Advisors, LLC | 0.05% | Reduce -7.5% | 778 | $204K |
| Richard P Slaughter Associates Inc | 0.04% | No change | 777 | $204K |
| PUREfi Wealth, LLC | 0.13% | New | 775 | $203K |
| D L Carlson Investment Group Inc. | 0.03% | New | 774 | $203K |
| Basecamp Wealth Advisors LLC | 0.04% | No change | 773 | $202K |
| Alliance Private Wealth, LLC | 0.07% | Reduce -15.3% | 771 | $202K |
| Well Done, LLC | 0.03% | Reduce -6.7% | 769 | $201K |
| Quartz Partners, LLC | 0.08% | New | 769 | $201K |
| Institute for Wealth Management, LLC. | 0.02% | Reduce -1.8% | 766 | $201K |
| Dearborn Partners LLC | 0.01% | New | 766 | $201K |
| Legacy Financial Group, Inc. | 0.05% | Reduce -6.4% | 766 | $201K |
| Forbes J M & Co. LLP | 0.02% | New | 765 | $200K |
| Teachers Insurance & Annuity Association of America | 0.25% | No change | 759 | $199K |
| Breakwater Investment Management | 0.07% | No change | 758 | $199K |
| Silicon Valley Capital Partners | 0.02% | Add +0.4% | 750 | $196K |
| Seal Cove Capital, LLC | 0.17% | No change | 750 | $196K |
| Sachetta, LLC | 0.10% | Reduce -2.6% | 719 | $188K |
| Raleigh Capital Management Inc. | 0.06% | Add +11.4% | 715 | $187K |
| Synergy Investment Management, LLC | 0.06% | New | 678 | $178K |
| WealthCollab, LLC | 0.07% | No change | 668 | $175K |
| Mb, Levis & Associates, LLC | 0.07% | Add +71.4% | 665 | $174K |
| Perkins Coie Trust Co | 0.03% | No change | 665 | $174K |
| London Co. of Virginia | 0.00% | Reduce -48.0% | 663 | $174K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -73.0% | 659 | $173K |
| Tsfg, LLC | 0.03% | Add +9.2% | 662 | $173K |
| Vermillion Wealth Management, Inc. | 0.07% | Add +0.3% | 648 | $170K |
| one8zero8, LLC | 0.04% | Reduce -1.1% | 640 | $168K |
| CVA Family Office, LLC | 0.02% | Add +0.2% | 636 | $167K |
| Ares Financial Consulting, LLC | 0.13% | No change | 630 | $166K |
| Obsidian Cio, LLC | 0.15% | Add +54.7% | 631 | $165K |
| Pacific Center for Financial Services | 0.04% | Add +12.7% | 629 | $165K |
| Sunbelt Securities, Inc. | 0.01% | Add +52.9% | 590 | $154K |
| Coston, McIsaac & Partners | 0.03% | No change | 591 | $154K |
| 1 North Wealth Services LLC | 0.06% | Add +7.6% | 582 | $152K |
| Legacy Wealth Managment, LLC | 0.08% | Reduce -15.6% | 577 | $151K |
| Gladwyn Financial Advisors, Inc. | 0.10% | Add +0.4% | 556 | $146K |
| Ulland Investment Advisors, LLC | 0.12% | No change | 555 | $145K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -1.8% | 550 | $144K |
| Delos Wealth Advisors, LLC | 0.08% | New | 549 | $144K |
| SYM FINANCIAL Corp | 0.01% | Reduce -37.0% | 547 | $143K |
| Evolution Wealth Management Inc. | 0.10% | Add +22.9% | 543 | $142K |
| Retiremitten Financial LLC | 0.07% | — | 541 | $142K |
| Turtle Creek Wealth Advisors, LLC | 0.01% | Reduce -45.9% | 532 | $139K |
| Nemes Rush Group LLC | 0.01% | Reduce -6.8% | 531 | $139K |
| Orion Capital Management LLC | 0.05% | No change | 519 | $136K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 533 | $135K |
| Townsend Asset Management Corp. /NC/ | 0.05% | Add +0.2% | 502 | $131K |
| Monetary Management Group Inc. | 0.03% | New | 500 | $131K |
| Go Invest LLC | 0.04% | Add +3.1% | 497 | $130K |
| Protective Life Corp. | 0.43% | New | 492 | $129K |
| Morling Financial Advisors, LLC | 0.04% | No change | 485 | $127K |
| Conquis Financial LLC | 0.10% | No change | 434 | $123K |
| Wellington Grp LLC | 0.04% | Add +57.2% | 467 | $122K |
| Smallwood Wealth Investment Management, LLC | 0.06% | No change | 465 | $122K |
| Sittner & Nelson, LLC | 0.04% | Add +316.8% | 446 | $117K |
| KERR FINANCIAL PLANNING Corp | 0.08% | Reduce -34.7% | 450 | $116K |
| MidFirst Bank | 0.01% | Reduce -6.2% | 439 | $115K |
| Seneschal Advisors, LLC | 0.08% | Reduce -4.4% | 436 | $114K |
| Gables Capital Management Inc. | 0.05% | No change | 424 | $111K |
| Paladin Advisory Group, LLC | 0.08% | Reduce -9.5% | 421 | $110K |
| Founders Capital Management | 0.05% | No change | 409 | $107K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 407 | $107K |
| Bollard Group LLC | 0.00% | New | 407 | $106K |
| NFSG Corp | 0.02% | Reduce -11.9% | 400 | $105K |
| Woodard & Co. Asset Management Group Inc. | 0.02% | No change | 400 | $105K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 400 | $105K |
| Realta Investment Advisors | 0.04% | Add +0.3% | 387 | $101K |
| Sankala Group LLC | 0.08% | No change | 377 | $98K |
| Heritage Wealth Advisors | 0.00% | No change | 373 | $98K |
| 1015 Capital Partners, LLC | 0.09% | No change | 373 | $98K |
| Heartland Advisors Inc. | 0.01% | Reduce -51.9% | 371 | $97K |
| Crews Bank & Trust | 0.01% | No change | 369 | $97K |
| Cornerstone Financial Management LLC | 0.09% | Add +13.6% | 367 | $96K |
| Strive Financial Group ,LLC | 0.05% | No change | 367 | $96K |
| Ironwood Wealth Management, LLC. | 0.03% | No change | 363 | $95K |
| Retirement Wealth Solutions LLC | 0.06% | Reduce -0.3% | 363 | $95K |
| Albion Financial Group | 0.01% | No change | 360 | $94K |
| Gilpin Wealth Management, LLC | 0.07% | No change | 358 | $94K |
| GS Investments, Inc. | 0.05% | No change | 357 | $94K |
| Tucker Asset Management LLC | 0.03% | Add +118.4% | 356 | $93K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 355 | $93K |
| Rossby Financial, LCC | 0.02% | Add +22.3% | 351 | $92K |
| Burkett Financial Services, LLC | 0.03% | Add +6.5% | 342 | $90K |
| Atlantic Private Wealth, LLC | 0.06% | No change | 334 | $88K |
| Rakuten Securities, Inc. | 0.04% | Reduce -14.4% | 334 | $87K |
| Mark Sheptoff Financial Planning, LLC | 0.05% | No change | 300 | $86K |
| Granite FO LLC | 0.05% | No change | 328 | $86K |
| Kings Path Partners LLC | 0.03% | No change | 323 | $85K |
| Trust Co | 0.01% | No change | 322 | $84K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 318 | $84K |
| Marshall Investment Management, LLC | 0.04% | New | 309 | $81K |
| Birchbrook, Inc. | 0.04% | Reduce -0.3% | 308 | $81K |
| Blueline Advisors LLC | 0.06% | No change | 307 | $80K |
| Centennial Bank | 0.03% | No change | 305 | $80K |
| Financial Perspectives, Inc | 0.02% | Add +5.2% | 303 | $79K |
| Broadwater Capital Management LLC | 0.06% | No change | 308 | $79K |
| Barnes Dennig Private Wealth Management LLC | 0.08% | No change | 291 | $76K |
| Alerus Financial NA | 0.00% | No change | 291 | $76K |
| Burk Holdings LLC | 0.03% | New | 286 | $75K |
| Benson Wealth Management INC | 0.10% | No change | 281 | $74K |
| Sawyer & Company, Inc | 0.03% | Add +0.4% | 280 | $73K |
| American Capital Advisory, LLC | 0.03% | Reduce -18.1% | 277 | $73K |
| Murphy & Mullick Capital Management Corp | 0.05% | No change | 274 | $72K |
| Quent Capital, LLC | 0.01% | Add +3.4% | 272 | $71K |
| Robinswood Financial LLC | 0.02% | Reduce -29.7% | 267 | $70K |
| Ogorek Anthony Joseph /NY/ | 0.02% | No change | 266 | $69K |
| Bayban | 0.06% | No change | 260 | $68K |
| Godfrey Financial Associates, Inc. | 0.06% | Add +3.3% | 254 | $67K |
| Key Capital Management, INC | 0.04% | Reduce -38.5% | 248 | $65K |
| PlanVest Financial, Inc | 0.05% | — | 246 | $64K |
| Allianz SE | 0.00% | Reduce -99.6% | 245 | $64K |
| HighMark Wealth Management LLC | 0.03% | Reduce -7.6% | 244 | $64K |
| Schroder Investment Management Group | 0.00% | Reduce -62.4% | 244 | $64K |
| Private Wealth Management Group, LLC | 0.02% | No change | 243 | $64K |
| SIMA Wealth Partners, LLC | 0.05% | No change | 241 | $63K |
| CNB Bank | 0.03% | Reduce -2.0% | 240 | $63K |
| SRH Advisors, LLC | 0.02% | No change | 240 | $63K |
| Hilton Head Capital Partners, LLC | 0.04% | Add +19.0% | 238 | $62K |
| Hanson & Doremus Investment Management | 0.01% | No change | 238 | $62K |
| Keystone Financial Group, Inc. | 0.03% | No change | 236 | $62K |
| Comprehensive Financial Planning, Inc. | 0.04% | Reduce -9.3% | 225 | $59K |
| Pioneer Family Office, LLC | 0.04% | No change | 222 | $58K |
| Horizon Kinetics Asset Management LLC | 0.00% | New | 219 | $57K |
| Acima Private Wealth, LLC | 0.02% | No change | 217 | $57K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | Add +0.5% | 215 | $56K |
| Signature Equity Partners, LLC | 0.03% | Add +34.0% | 205 | $54K |
| Hilltop National Bank | 0.01% | Reduce -1.9% | 204 | $53K |
| ESL Trust Services, LLC | 0.01% | No change | 201 | $53K |
| Bfsg, LLC | 0.00% | No change | 198 | $52K |
| Atwood & Palmer Inc. | 0.00% | Add +49.2% | 197 | $52K |
| Financial Connections Group, Inc. | 0.02% | Reduce -16.1% | 198 | $51K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 189 | $50K |
| Hoese & Co LLP | 0.04% | No change | 188 | $49K |
| Toth Financial Advisory Corp. | 0.01% | No change | 180 | $47K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 176 | $46K |
| Vision Retirement, LLC | 0.01% | Add +46.6% | 173 | $45K |
| Motco | 0.00% | Add +38.8% | 161 | $42K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 160 | $42K |
| Byrne Asset Management LLC | 0.03% | Reduce -6.4% | 160 | $42K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 160 | $42K |
| Kozak & Associates, Inc. | 0.01% | Add +3.5% | 150 | $41K |
| Tower View Wealth Management LLC | 0.02% | Add +0.6% | 157 | $41K |
| American National Bank & Trust | 0.00% | No change | 154 | $40K |
| YANKCOM Partnership | 0.02% | No change | 152 | $40K |
| Scarborough Advisors, LLC | 0.00% | New | 151 | $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% | Reduce -2.7% | 146 | $38K |
| Bellevue Asset Management, LLC | 0.02% | Add +0.7% | 144 | $38K |
| Hurley Capital, LLC | 0.02% | Add +197.9% | 143 | $37K |
| Addison Advisors LLC | 0.01% | No change | 133 | $35K |
| Integrity Financial Corp | 0.02% | Reduce -16.6% | 131 | $34K |
| Clarity Asset Management, Inc. | 0.02% | Add +0.8% | 130 | $34K |
| Syntax Research, Inc. | 0.02% | No change | 129 | $34K |
| Winch Advisory Services, LLC | 0.01% | No change | 127 | $33K |
| Roxbury Financial LLC | 0.03% | No change | 125 | $33K |
| WPG Advisers, LLC | 0.02% | Reduce -90.9% | 122 | $32K |
| Ascentis Wealth Management, LLC | 0.01% | Reduce -79.1% | 121 | $32K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 119 | $31K |
| GGM Financial LLC | 0.01% | Reduce -4.1% | 117 | $31K |
| Lloyd Advisory Services, LLC. | 0.01% | Add +16.3% | 114 | $30K |
| Kingdom Financial Group LLC. | 0.01% | Add +70.2% | 114 | $30K |
| NorthAvenue LLC | 0.02% | No change | 113 | $30K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.02% | No change | 110 | $29K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -62.9% | 101 | $29K |
| Your Advocates Ltd., LLP | 0.01% | No change | 109 | $29K |
| Aventura Private Wealth, LLC | 0.01% | No change | 107 | $28K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 103 | $27K |
| Colonial Trust Advisors | 0.00% | No change | 103 | $27K |
| Chesapeake Asset Management LLC | 0.02% | Add +9.7% | 102 | $27K |
| Midwest Capital Advisors, LLC | 0.01% | Reduce -42.9% | 101 | $26K |
| Costello Asset Management, INC | 0.01% | No change | 96 | $25K |
| Navigoe, LLC | 0.01% | No change | 97 | $25K |
| Pinney & Scofield, Inc. | 0.01% | New | 91 | $24K |
| Chapman Financial Group, LLC | 0.02% | No change | 90 | $24K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -67.9% | 85 | $22K |
| Walsh & Associates, LLC | 0.02% | No change | 84 | $22K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 82 | $21K |
| Avion Wealth | 0.00% | Reduce -28.4% | 83 | $21K |
| Curio Wealth, LLC | 0.01% | Reduce -53.5% | 73 | $19K |
| IFG Advisory, LLC | 0.05% | Reduce -97.9% | 72 | $19K |
| West Paces Advisors Inc. | 0.00% | No change | 72 | $19K |
| Pacifica Partners Inc. | 0.01% | New | 71 | $19K |
| Cambient Family Office, LLC | 0.00% | No change | 71 | $19K |
| Thompson Investment Management, Inc. | 0.00% | Add +1.4% | 71 | $19K |
| Team Financial Group, LLC | 0.01% | Reduce -17.1% | 68 | $18K |
| Wall Street Financial Group, Inc. | 0.01% | New | 65 | $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% | No change | 64 | $17K |
| Ballast Advisors LLC | 0.00% | No change | 64 | $17K |
| Pursuit Wealth Strategies, LLC | 0.02% | Add +37.0% | 63 | $17K |
| Friedenthal Financial | 0.01% | No change | 63 | $17K |
| Richards, Merrill & Peterson, Inc. | 0.01% | No change | 62 | $16K |
| Dorato Capital Management | 0.01% | No change | 58 | $16K |
| Bernard Wealth Management Corp. | 0.01% | Add +625.0% | 58 | $15K |
| Central Pacific Bank - Trust Division | 0.00% | New | 57 | $15K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | No change | 54 | $14K |
| WFA of San Diego, LLC | 0.01% | No change | 53 | $14K |
| Advisortrust Partners, LLC | 0.01% | New | 53 | $14K |
| EPG Wealth Management LLC | 0.00% | No change | 53 | $14K |
| Red Tortoise LLC | 0.01% | No change | 49 | $13K |
| Peachtree Investment Partners, LLC | 0.00% | Add +2.1% | 97 | $12K |
| PFS Partners, LLC | 0.01% | No change | 44 | $12K |
| Horizon Investments, LLC | 0.00% | New | 44 | $12K |
| Westfuller Advisors, LLC | 0.01% | No change | 44 | $12K |
| Wilkerson Advisory Group LLC | 0.00% | No change | 42 | $11K |
| True Link Financial Advisors, LLC | 0.00% | 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% | Add +2.6% | 39 | $10K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 38 | $10K |
| Kentucky Trust Co | 0.00% | No change | 36 | $9K |
| Loomis Sayles & Co. L P | 0.00% | Add +3400.0% | 35 | $9K |
| Van Eck Associates Corp. | 0.00% | Add +6.1% | 35 | $9K |
| Fairman Group, LLC | 0.01% | No change | 34 | $9K |
| TopTier Wealth Management, LLC | 0.01% | New | 33 | $9K |
| Wolff Wiese Magana LLC | 0.00% | No change | 32 | $8K |
| Union Savings Bank | 0.00% | No change | 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 |
| Activest Wealth Management | 0.00% | Add +333.3% | 26 | $7K |
| Sofi Wealth, LLC | 0.00% | Reduce -26.5% | 25 | $7K |
| Midway Capital Research & Management | 0.01% | New | 25 | $7K |
| Financial Life Planners | 0.00% | New | 24 | $6K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 24 | $6K |
| Arvest Investments, Inc. | 0.00% | No change | 22 | $6K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 20 | $5K |
| BankPlus Trust Department | 0.00% | No change | 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 |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -91.5% | 12 | $3K |
| Copia Wealth Management | 0.00% | No change | 10 | $3K |
| Merkkuri Wealth Advisors LLC | 0.00% | New | 10 | $3K |
| Ankerstar Wealth, LLC | 0.00% | New | 9 | $2K |
| Kilter Group LLC | 0.00% | Reduce -57.1% | 9 | $2K |
| Park Place Capital Corp | 0.00% | New | 8 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +100.0% | 8 | $2K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 6 | $2K |
| Van Den Berg Management I, Inc. | 0.00% | No change | 5 | $1K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 5 | $1K |
| Rice Partnership, LLC | 0.00% | No change | 5 | $1K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 4 | $1K |
| Eukles Asset Management | 0.00% | No change | 3 | $786 |
| Morse Asset Management, Inc | 0.00% | No change | 3 | $786 |
| BNP Paribas Financial Markets | 0.00% | Reduce -50.0% | 3 | $786 |
| GoalVest Advisory LLC | 0.00% | No change | 2 | $524 |
| Vision Financial Markets LLC | 0.00% | No change | 2 | $267 |
| Imprint Wealth LLC | 0.00% | No change | 1 | $262 |
| Networth Advisors, LLC | 0.00% | No change | 1 | $262 |
| Darwin Wealth Management, LLC | 0.00% | No change | 1 | $261 |
| Brandywine Asset Management, Inc. | 0.00% | No change | 1 | $91 |
"% 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.