Vanguard Most SM-Cap ETF-UsdVBETF
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 2,484 institutions reported holding Vanguard Most SM-Cap ETF-Usd (VB) in their 13F filings, up 80 from Q1 2026. 142 opened new positions and 49 sold out. The largest holders were Bank of America Corp. ($6.5B), Morgan Stanley ($2.5B) and Wells Fargo & Company ($1.5B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Vanguard Most SM-Cap ETF-Usd
- CUSIP
- 922908751
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 142 | $173.6M |
| Exits | 49 | $68.0M |
All 13F filers, Q1 2026 → Q2 2026: 5,467,986 shares bought and 5,319,491 shares sold, net +148,495 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,484 holders
| Bank of America Corp. | 0.42% | Reduce -0.3% | 21,579,198 | $6.5B |
| Morgan Stanley | 0.13% | Add +0.7% | 8,094,439 | $2.5B |
| Wells Fargo & Company | 0.27% | Reduce -15.1% | 5,112,663 | $1.5B |
| UBS Group AG | 0.20% | Reduce -6.1% | 4,139,634 | $1.3B |
| Envestnet Asset Management Inc. | 0.28% | Add +11.3% | 3,935,022 | $1.2B |
| Mercer Global Advisors Inc. | 1.28% | Add +2.8% | 3,420,614 | $1.0B |
| LPL Financial LLC | 0.23% | Reduce -0.6% | 3,301,516 | $1.0B |
| Captrust Financial Advisors | 1.35% | Add +2.9% | 2,914,921 | $883.6M |
| Northwestern Mutual Wealth Management Co. | 0.46% | Add +0.0% | 2,813,902 | $852.9M |
| Jones Financial Companies LLLP | 0.32% | Reduce -11.5% | 2,634,215 | $789.2M |
| Mariner, LLC | 0.72% | Add +2.9% | 2,278,949 | $690.8M |
| Royal Bank of Canada | 0.11% | Add +1.5% | 2,122,591 | $643.4M |
| Raymond James Financial Inc. | 0.17% | Reduce -8.4% | 2,062,501 | $625.2M |
| Ameriprise Financial Inc. | 0.13% | Reduce -7.2% | 2,038,406 | $618.3M |
| Creative Planning | 0.36% | Reduce -0.7% | 2,021,950 | $612.9M |
| PNC Financial Services Group, Inc. | 0.30% | Add +1.2% | 1,986,263 | $602.1M |
| Bank of New York Mellon Corp | 0.10% | Reduce -1.4% | 1,913,874 | $580.1M |
| Goldman Sachs Group Inc. | 0.06% | Add +0.2% | 1,747,986 | $529.8M |
| Wealthfront Advisers LLC | 1.00% | Add +1.1% | 1,715,012 | $519.9M |
| CIBC Bancorp USA Inc. | 0.59% | Add +5.2% | 1,585,209 | $479.9M |
| Charles Schwab Investment Management Inc. | 0.06% | Reduce -12.6% | 1,558,749 | $472.5M |
| Mission Wealth Management, LP | 5.59% | Add +31.4% | 1,478,793 | $448.3M |
| Cetera Investment Advisers | 0.35% | Add +3.0% | 1,267,408 | $384.2M |
| JPMorgan Chase & Co. | 0.02% | Add +3.1% | 1,240,289 | $373.7M |
| Stifel Financial Corp. | 0.30% | Add +1.1% | 1,186,781 | $359.7M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 7.73% | Add +3.3% | 1,178,370 | $357.2M |
| FMR LLC | 0.02% | Reduce -1.5% | 1,157,296 | $350.8M |
| Osaic Holdings, Inc. | 0.38% | Add +17.4% | 1,065,927 | $323.4M |
| HighTower Advisors, LLC | 0.28% | Add +0.1% | 959,311 | $290.8M |
| Commonwealth Equity Services, LLC | 0.36% | Reduce -3.1% | 950,658 | $288.2M |
| Signaturefd, LLC | 3.80% | Add +3.8% | 938,568 | $284.5M |
| Cerity Partners LLC | 0.34% | Add +7.8% | 930,912 | $282.1M |
| Glenmede Trust Co. NA | 1.17% | Reduce -1.5% | 873,688 | $264.8M |
| Baird Financial Group, Inc. | 0.35% | Add +4.2% | 844,581 | $256.0M |
| Wellington Management Group LLP | 0.04% | Reduce -33.9% | 787,375 | $238.7M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.82% | Reduce -4.1% | 785,131 | $238.0M |
| Nicholas Hoffman & Company, LLC. | 4.86% | Add +0.6% | 759,092 | $230.1M |
| Bank of Montreal | 0.08% | Add +1.8% | 745,936 | $226.1M |
| Assetmark, Inc. | 0.37% | Add +191.9% | 709,612 | $215.1M |
| Fifth Third Bancorp | 0.32% | Reduce -2.8% | 659,527 | $199.9M |
| Badgley Phelps Wealth Managers, LLC | 3.47% | Reduce -3.0% | 653,239 | $198.0M |
| Davis R M Inc. | 2.95% | Add +1.4% | 616,237 | $186.8M |
| Cullen/Frost Bankers, Inc. | 1.80% | Add +1.8% | 600,979 | $182.2M |
| 1832 Asset Management L.P. | 0.22% | Reduce -4.2% | 579,086 | $175.5M |
| Teacher Retirement System of Texas | 0.46% | No change | 567,165 | $171.9M |
| Vanguard Global Advisers, LLC | 0.08% | Add +0.3% | 557,087 | $168.9M |
| Country Trust Bank | 2.84% | Reduce -17.9% | 534,925 | $162.1M |
| Clearstead Advisors, LLC | 1.50% | Reduce -0.5% | 522,390 | $158.3M |
| Moneta Group Investment Advisors LLC | 1.14% | Reduce -0.8% | 506,003 | $153.4M |
| Pathstone Holdings, LLC | 0.43% | Add +0.6% | 482,252 | $146.2M |
| Rockefeller Capital Management L.P. | 0.22% | Add +4.1% | 478,322 | $145.0M |
| Pinnacle Associates Ltd. | 1.53% | Add +0.9% | 462,685 | $140.2M |
| State Street Corp. | 0.00% | Reduce 0.0% | 462,337 | $140.1M |
| MML Investors Services, LLC | 0.28% | Add +21.1% | 454,602 | $137.8M |
| Fusion Family Wealth, LLC | 9.08% | Reduce -0.2% | 440,832 | $136.6M |
| Equitable Holdings, Inc. | 0.76% | Reduce -1.0% | 419,138 | $127.0M |
| Truist Financial Corp. | 0.15% | Reduce -5.0% | 412,889 | $125.2M |
| Peapack Gladstone Financial Corp. | 1.44% | Add +1.0% | 412,077 | $124.9M |
| CBIZ Investment Advisory Services, LLC | 4.56% | No change | 476,205 | $124.7M |
| Kestra Advisory Services, LLC | 0.40% | Add +46.8% | 410,869 | $124.5M |
| Corient Private Wealth LP | 0.17% | Reduce -25.7% | 407,068 | $123.4M |
| Trustmark Bank Trust Department | 7.14% | Add +7.0% | 395,334 | $119.8M |
| Baker Avenue Asset Management, LP | 2.27% | Add +0.8% | 393,762 | $119.4M |
| Wealthspire Advisors, LLC | 0.65% | Reduce -2.9% | 389,955 | $118.2M |
| Natixis Advisors, LLC | 0.13% | Add +3.0% | 387,212 | $117.4M |
| Heartwood Wealth Advisors LLC | 9.02% | Add +3.3% | 383,312 | $116.2M |
| Invictus Private Wealth, LLC | 6.19% | Add +1.3% | 380,442 | $115.3M |
| BlackRock, Inc. | 0.00% | Add +3.4% | 380,254 | $115.3M |
| Cambridge Investment Research Advisors, Inc. | 0.24% | Reduce -10.0% | 355,964 | $107.9M |
| Millburn Ridgefield LLC | 2.04% | Add +1.3% | 354,954 | $107.6M |
| Catalyst Capital Advisors LLC | 1.79% | Add +1.3% | 354,954 | $107.6M |
| Merit Financial Group, LLC | 0.62% | Add +6.1% | 329,358 | $99.8M |
| Karpus Management, Inc. | 2.79% | Reduce -0.7% | 319,556 | $96.9M |
| M&T Bank Corp | 0.27% | Reduce -2.2% | 306,174 | $92.8M |
| Park Avenue Securities LLC | 0.57% | Add +5.0% | 302,910 | $91.8M |
| Lincoln National Corp. | 2.27% | Add +3.1% | 293,140 | $88.9M |
| Jupiter Topco LLC | 0.03% | — | 281,530 | $85.3M |
| Gibraltar Capital Management, Inc. | 13.18% | Add +0.4% | 281,100 | $85.2M |
| Focus Partners Wealth | 0.09% | Add +5.2% | 280,808 | $85.1M |
| Pittenger & Anderson Inc. | 2.81% | Reduce -0.7% | 258,663 | $78.4M |
| Center for Financial Planning, Inc. | 7.29% | Add +0.7% | 257,140 | $77.9M |
| Vista Capital Partners, Inc. | 6.77% | Reduce -1.8% | 255,406 | $77.4M |
| Smithfield Trust Co | 3.05% | Reduce -2.6% | 251,979 | $76.5M |
| Auto-Owners Insurance Co | 1.70% | Reduce -11.6% | 249,028 | $75.5M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +8.6% | 247,593 | $73.8M |
| Thrivent Financial for Lutherans | 0.13% | Reduce -43.7% | 242,540 | $73.5M |
| Private Advisor Group, LLC | 0.33% | Reduce -35.2% | 237,908 | $72.1M |
| Integrated Wealth Concepts LLC | 0.47% | Add +112.4% | 237,840 | $72.1M |
| Sanctuary Advisors, LLC | 0.33% | Add +43.0% | 236,909 | $71.8M |
| CENTRAL TRUST Co | 1.26% | Reduce -1.9% | 229,713 | $69.6M |
| Betterment LLC | 0.12% | Reduce -2.3% | 225,580 | $68.4M |
| Beacon Pointe Advisors, LLC | 0.32% | Add +40.5% | 225,077 | $68.2M |
| MAI Capital Management | 0.26% | Add +6.1% | 224,136 | $67.9M |
| Wealthquest Corp | 4.26% | Add +19.0% | 222,880 | $67.6M |
| US Bancorp \de | 0.07% | Add +2.9% | 219,466 | $66.5M |
| Joel Isaacson & Co., LLC | 1.93% | Add +3.6% | 219,403 | $66.5M |
| NewEdge Advisors, LLC | 0.20% | Add +12.4% | 219,247 | $66.5M |
| Janney Montgomery Scott LLC | 0.13% | Add +6.1% | 216,420 | $65.6M |
| SCS Capital Management LLC | 0.62% | Reduce -2.1% | 215,155 | $65.2M |
| Wit, LLC | 1.03% | Reduce -19.4% | 213,076 | $64.6M |
| Savant Capital, LLC | 0.19% | Add +130.0% | 225,605 | $64.4M |
| Vantagepoint Investment Advisers LLC | 0.48% | No change | 210,237 | $63.7M |
| Choreo, LLC | 0.68% | Reduce -0.1% | 204,425 | $62.0M |
| Ellenbecker Investment Group | 7.05% | Reduce -3.6% | 199,894 | $60.6M |
| Coldstream Capital Management Inc. | 0.74% | Reduce -39.2% | 194,489 | $59.0M |
| Cary Street Partners Financial LLC | 1.26% | Reduce -2.5% | 190,361 | $57.7M |
| American Trust | 4.43% | Add +0.6% | 189,427 | $57.4M |
| Regions Financial Corp. | 0.34% | Add +8.5% | 189,238 | $57.4M |
| Chandler Asset Management, Inc. | 8.00% | Reduce -2.1% | 187,220 | $56.8M |
| Chicago Partners Investment Group LLC | 1.13% | Add +5.1% | 192,065 | $56.6M |
| Citizens Financial Group Inc. | 0.68% | Add +4.0% | 185,047 | $56.1M |
| Ballast, Inc. | 10.57% | Add +7.6% | 184,845 | $56.0M |
| &partners | 0.23% | Add +13.1% | 182,529 | $55.3M |
| Clark Asset Management, LLC | 4.27% | Add +8.8% | 179,533 | $54.4M |
| Axxcess Wealth Management, LLC | 0.85% | New | 176,047 | $53.4M |
| MilWealth Group LLC | 11.20% | Add +0.3% | 173,301 | $52.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 3.05% | Add +3.4% | 169,243 | $51.3M |
| TCV Trust & Wealth Management, Inc. | 3.86% | Reduce -1.3% | 168,264 | $51.0M |
| CX Institutional | 1.47% | Reduce -5.1% | 168,070 | $50.9M |
| Johnson Financial Group, LLC | 2.74% | Add +1.9% | 167,764 | $50.9M |
| Garde Capital, Inc. | 2.28% | Reduce -0.3% | 167,731 | $50.8M |
| AMG National Trust Bank | 1.03% | Reduce -1.2% | 165,626 | $50.2M |
| AA Financial Advisors, LLC | 5.86% | Add +25.7% | 160,869 | $48.8M |
| Parallel Advisors, LLC | 0.74% | Reduce -0.4% | 160,428 | $48.6M |
| MPS Loria Financial Planners, LLC | 11.03% | Add +2.6% | 158,328 | $48.0M |
| Avior Wealth Management, LLC | 1.22% | Add +18.8% | 153,346 | $46.5M |
| Alps Advisors Inc. | 0.22% | Reduce -0.8% | 152,155 | $46.1M |
| Investments & Financial Planning, LLC | 21.46% | Add +0.5% | 149,530 | $45.3M |
| Brown Financial Advisory | 18.72% | Add +4.6% | 147,831 | $44.8M |
| Orion Porfolio Solutions, LLC | 0.34% | Add +22.2% | 147,448 | $44.7M |
| Mountain Capital Investment Advisors Inc. | 6.31% | Add +1.7% | 146,186 | $44.3M |
| Discipline Wealth Solutions, LLC | 3.86% | Add +9.7% | 146,099 | $44.3M |
| Apella Capital, LLC | 0.62% | Add +4.1% | 148,012 | $44.2M |
| Capital Asset Advisory Services LLC | 1.57% | Add +5.3% | 143,354 | $43.5M |
| Aufman Associates Inc | 17.04% | Reduce -1.2% | 141,062 | $42.8M |
| Legacy Financial Group LLC | 4.70% | Reduce -4.3% | 137,688 | $41.7M |
| Northeast Investment Management | 1.54% | Add +3.4% | 137,569 | $41.7M |
| Compound Planning, Inc. | 1.09% | Add +0.3% | 137,539 | $41.7M |
| Associated Banc-Corp | 0.98% | Add +2.4% | 136,256 | $41.3M |
| Connecticut Wealth Management, LLC | 1.52% | Reduce -4.8% | 135,435 | $41.1M |
| Brookstone Capital Management | 0.41% | Add +10.3% | 134,707 | $40.8M |
| Heritage Investors Management Corp. | 1.12% | Reduce -6.2% | 134,058 | $40.6M |
| Scott Capital Advisors, LLC | 6.30% | Reduce -2.0% | 132,758 | $40.2M |
| Northern Trust Corp. | 0.00% | Reduce -0.3% | 132,415 | $40.1M |
| D.A. Davidson & Co. | 0.22% | Reduce -2.3% | 132,169 | $40.1M |
| Moller Wealth Partners | 7.25% | Reduce -3.0% | 132,140 | $40.1M |
| Whelan Financial | 10.70% | Add +0.3% | 129,593 | $39.3M |
| Lido Advisors, LLC | 0.14% | Reduce -12.7% | 127,593 | $38.7M |
| Waverly Advisors, LLC | 0.22% | Add +0.6% | 127,397 | $38.6M |
| Randolph Co Inc | 3.22% | Add +0.0% | 126,306 | $38.3M |
| Pure Financial Advisors, LLC | 0.49% | Reduce -0.5% | 126,112 | $38.2M |
| First Command Advisory Services, Inc. | 0.23% | Reduce -35.6% | 125,748 | $38.1M |
| AQR Capital Management | 0.01% | Add +15.8% | 125,108 | $37.9M |
| Financial Management Professionals, Inc. | 3.59% | Reduce -2.7% | 124,872 | $37.9M |
| StoneX Group Inc. | 1.50% | Add +3.8% | 122,525 | $37.2M |
| Bessemer Group Inc. | 0.05% | Add +34.5% | 122,573 | $37.2M |
| Wolff Financial Management LLC | 7.34% | Reduce -1.6% | 121,432 | $36.8M |
| Chatham Capital Group, Inc. | 4.69% | Add +1.3% | 121,101 | $36.7M |
| Bluestem Financial Advisors, LLC | 12.85% | Reduce -2.1% | 120,996 | $36.7M |
| Steward Partners Investment Advisory, LLC | 0.19% | Add +27.0% | 119,902 | $36.3M |
| WP Advisors, LLC | 8.72% | Reduce -1.3% | 118,864 | $36.0M |
| Circle Wealth Management, LLC | 0.45% | No change | 117,586 | $35.6M |
| NewEdge Wealth, LLC | 0.36% | Reduce -0.9% | 117,108 | $35.5M |
| Summit Financial, LLC | 0.39% | Add +6.2% | 116,926 | $35.4M |
| Arax Advisory Partners | 0.23% | Add +84.6% | 116,555 | $35.3M |
| St Germain D J Co. Inc. | 1.26% | Reduce -2.0% | 115,437 | $35.0M |
| United Capital Financial Advisors, LLC | 0.19% | Reduce -1.7% | 115,463 | $35.0M |
| CreativeOne Wealth, LLC | 0.75% | Reduce -1.3% | 114,328 | $34.7M |
| Vanguard Advisers Inc. | 0.12% | Reduce -1.2% | 114,139 | $34.6M |
| Composition Wealth, LLC | 0.40% | Reduce -1.1% | 112,791 | $34.2M |
| 3Chopt Investment Partners, LLC | 6.32% | Add +10.7% | 110,885 | $33.6M |
| Leavell Investment Management, Inc. | 1.23% | Reduce -0.7% | 110,711 | $33.6M |
| Howard Capital Management Group, LLC | 2.04% | Reduce -0.3% | 109,897 | $33.3M |
| Searcy Financial Services Inc. | 11.11% | Reduce -1.8% | 109,328 | $33.1M |
| EP Wealth Advisors, LLC | 0.13% | Add +2.8% | 109,265 | $33.1M |
| Bank of Hawaii | 1.62% | Reduce -1.6% | 108,559 | $32.9M |
| Curran Financial Partners, LLC | 4.79% | Add +10.3% | 106,081 | $32.2M |
| Procyon Advisors, LLC | 1.39% | Reduce -0.9% | 105,915 | $32.1M |
| HB Wealth Management, LLC | 0.18% | Add +16.2% | 105,892 | $32.1M |
| AlphaCore Capital LLC | 0.57% | Add +10.6% | 103,126 | $31.3M |
| Manning & Napier Advisors LLC | 0.40% | Add +7.2% | 102,876 | $31.2M |
| Cyndeo Wealth Partners, LLC | 1.46% | Add +5.8% | 102,541 | $31.1M |
| SP Asset Management LLC | 2.48% | Reduce -0.0% | 102,238 | $31.0M |
| Signal Advisors Wealth, LLC | 1.60% | Add +54.6% | 100,858 | $30.6M |
| Stephens Inc. | 0.34% | Add +0.1% | 100,816 | $30.6M |
| Focus Partners Advisor Solutions, LLC | 0.26% | Add +32.6% | 100,534 | $30.5M |
| Modera Wealth Management, LLC | 0.32% | Reduce -3.3% | 99,867 | $30.3M |
| First Manhattan Co. Llc. | 0.08% | Add +10.9% | 99,194 | $30.1M |
| Patriot Investment Management Group, Inc. | 1.73% | Reduce -0.7% | 98,662 | $29.9M |
| TRB Wealth Management, LLC | 3.97% | Add +0.6% | 98,465 | $29.8M |
| BLB&B Advisors, LLC | 1.09% | Reduce -2.5% | 98,397 | $29.8M |
| MBE Wealth Management, LLC | 10.45% | Reduce -1.1% | 98,047 | $29.7M |
| Woodmont Investment Counsel LLC | 1.62% | Reduce -0.1% | 97,940 | $29.7M |
| Koshinski Asset Management, Inc. | 1.55% | Add +5.0% | 96,303 | $29.2M |
| Laird Norton Wetherby Trust Company, LLC | 0.55% | Reduce -3.1% | 95,164 | $28.8M |
| Inspirion Wealth Advisors, LLC | 3.30% | Add +10.9% | 95,625 | $28.8M |
| Elm Partners Management LLC | 1.02% | Add +10.3% | 94,216 | $28.6M |
| Huntington National Bank | 0.18% | Add +0.7% | 93,906 | $28.5M |
| Koesten, Hirschmann & Crabtree, INC. | 11.71% | Add +5.8% | 92,772 | $28.1M |
| Bleakley Financial Group, LLC | 0.35% | Add +9.7% | 91,884 | $27.9M |
| Brown Advisory Inc. | 0.04% | Reduce -2.3% | 91,350 | $27.7M |
| Quantinno Capital Management LP | 0.03% | Add +26.1% | 91,129 | $27.6M |
| Aspiriant, LLC | 0.68% | Add +2.4% | 90,467 | $27.4M |
| Noble Family Wealth, LLC | 4.90% | Add +10.0% | 90,379 | $27.4M |
| WBH Advisory Inc. | 1.82% | Add +0.4% | 89,618 | $27.2M |
| Fund Evaluation Group, LLC | 0.72% | Add +198.6% | 87,872 | $26.6M |
| Simon Quick Advisors, LLC | 1.07% | Add +1.8% | 87,670 | $26.6M |
| Summit Trail Advisors, LLC | 0.33% | Reduce -2.0% | 87,486 | $26.5M |
| Glenview Trust Co | 0.37% | Reduce -1.6% | 87,170 | $26.4M |
| Hurlow Wealth Management Group, Inc. | 5.47% | Reduce -1.0% | 86,672 | $26.3M |
| Ameritas Advisory Services, LLC | 0.53% | Add +65.5% | 86,317 | $26.2M |
| DeDora Capital, Inc. | 5.68% | Add +8.4% | 86,239 | $26.1M |
| Tidal Investments LLC | 0.06% | Add +23.8% | 85,747 | $26.0M |
| Montag A & Associates Inc. | 1.10% | Reduce -3.0% | 85,699 | $26.0M |
| Crewe Advisors LLC | 1.88% | No change | 85,513 | $25.9M |
| QRG Capital Management, Inc. | 0.21% | Add +17.2% | 84,191 | $25.5M |
| Financial Engines Advisors L.L.C. | 0.05% | Reduce -3.8% | 84,171 | $25.5M |
| Burrus Financial Services, Inc. | 10.97% | Reduce -2.3% | 83,316 | $25.3M |
| Cresset Asset Management, LLC | 0.09% | Add +21.0% | 81,665 | $24.8M |
| Tectonic Advisors LLC | 1.18% | Add +3.7% | 81,125 | $24.6M |
| BCK Partners, Inc. | 11.76% | Reduce -1.8% | 80,458 | $24.4M |
| Whitegate Investment Counselors, Inc. | 6.92% | Add +1.9% | 80,223 | $24.3M |
| Strategic Investment Advisors / MI | 1.45% | Add +4.4% | 78,810 | $23.9M |
| Daymark Wealth Partners, LLC | 0.58% | Add +0.9% | 78,096 | $23.7M |
| MBM Wealth Consultants, LLC | 4.56% | Reduce -5.8% | 77,964 | $23.6M |
| Compton Wealth Advisory Group, LLC | 4.73% | Reduce -0.2% | 77,776 | $23.5M |
| Kohmann Bosshard Financial Services, LLC | 1.99% | Reduce -1.9% | 77,283 | $23.4M |
| Twele Capital Management, Inc. | 3.78% | Reduce -2.2% | 76,439 | $23.2M |
| Concurrent Investment Advisors, LLC | 0.20% | Add +20.0% | 75,758 | $23.0M |
| Salem Investment Counselors Inc. | 0.56% | Add +0.0% | 74,861 | $22.7M |
| Rainey & Randall Wealth Advisors Inc. | 3.24% | Add +4.1% | 74,700 | $22.6M |
| Atria Investments, Inc | 0.23% | Add +17.6% | 74,685 | $22.6M |
| SAM Advisors, LLC | 6.17% | Add +1.4% | 74,596 | $22.6M |
| Roof Eidam Maycock Peralta, LLC | 4.45% | Reduce -1.1% | 74,582 | $22.6M |
| O'shaughnessy Asset Management, LLC | 0.11% | Add +1.3% | 74,541 | $22.6M |
| Financial Synergies Wealth Advisors, Inc. | 1.91% | Reduce -3.5% | 74,319 | $22.5M |
| Johnson Investment Counsel Inc. | 0.16% | Add +23.2% | 74,060 | $22.4M |
| Blair William & Co. | 0.06% | Add +15.3% | 73,321 | $22.2M |
| Charles Schwab Trust Co | 1.24% | Reduce -4.5% | 73,151 | $22.2M |
| Marietta Wealth Management, LLC | 2.26% | Add +0.9% | 72,359 | $21.9M |
| Great Valley Advisor Group, Inc. | 0.34% | Add +3.2% | 71,790 | $21.8M |
| OneAscent Financial Services LLC | 1.04% | Reduce -1.6% | 71,522 | $21.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.36% | Reduce -7.3% | 70,763 | $21.4M |
| Wealthspire Retirement, LLC | 1.17% | Reduce -4.7% | 70,589 | $21.4M |
| Gemmer Asset Management LLC | 1.42% | Reduce -0.1% | 69,547 | $21.1M |
| Golden Road Advisors LLC | 10.13% | Reduce -0.8% | 68,897 | $20.9M |
| VestGen Advisors, LLC | 0.61% | Reduce -5.8% | 68,766 | $20.8M |
| Bradley Foster & Sargent Inc. | 0.29% | Add +7.6% | 67,606 | $20.5M |
| Abound Wealth Management | 4.05% | Reduce -0.1% | 67,280 | $20.4M |
| AJ Advisors, LLC | 6.29% | Add +1.9% | 66,781 | $20.2M |
| Aries Wealth Management | 3.97% | Add +1.7% | 66,637 | $20.2M |
| Capital Group Private Client Services, Inc. | 0.28% | Add +9.8% | 66,281 | $20.1M |
| Old Mission Investment Co LLC | 4.17% | Add +67.0% | 66,050 | $20.0M |
| Sage Rhino Capital LLC | 3.28% | Reduce -7.2% | 65,839 | $20.0M |
| Drucker Wealth 3.0, LLC | 3.15% | Reduce -9.9% | 65,708 | $19.9M |
| Dunhill Financial, LLC | 4.04% | Add +2.6% | 65,265 | $19.8M |
| Acropolis Investment Management, LLC | 0.78% | Reduce -3.3% | 64,981 | $19.7M |
| Alliancebernstein L.P. | 0.01% | Add +4.9% | 73,740 | $19.3M |
| Crane Advisory, LLC | 2.76% | Add +1.3% | 64,565 | $19.2M |
| Kestra Private Wealth Services, LLC | 0.21% | Reduce -1.4% | 63,255 | $19.2M |
| Whittier Trust Co. of Nevada Inc. | 0.35% | Reduce -0.3% | 63,557 | $19.0M |
| Performance Wealth Partners, LLC | 0.47% | Add +16.6% | 62,311 | $18.9M |
| Burling Wealth Partners, LLC | 2.76% | Add +4.5% | 62,242 | $18.9M |
| Agf Management Ltd. | 0.07% | Reduce -6.0% | 61,981 | $18.8M |
| Nelson Capital Management, LLC | 2.06% | Reduce -1.2% | 61,952 | $18.8M |
| RFG Holdings, Inc. | 3.93% | Add +2.5% | 61,812 | $18.7M |
| True North Advisors, LLC | 1.79% | Reduce -1.4% | 61,751 | $18.7M |
| McAdam, LLC | 0.72% | Add +0.1% | 61,748 | $18.7M |
| Allworth Financial LP | 0.08% | Reduce -10.1% | 61,660 | $18.7M |
| Equity Wealth Partners, LLC | 6.69% | Add +90.3% | 61,430 | $18.6M |
| Citigroup Inc. | 0.01% | Add +164.7% | 61,078 | $18.5M |
| World Investment Advisors | 0.31% | Reduce -7.5% | 69,190 | $18.5M |
| Focused Wealth Management, Inc | 1.60% | Add +3.1% | 59,868 | $18.1M |
| Tribridge Partners Financial LLC | 7.08% | Reduce -2.1% | 60,827 | $18.1M |
| Wedmont Private Capital | 0.49% | Add +0.3% | 60,211 | $18.0M |
| Wealth Architects, LLC | 1.41% | Reduce -2.7% | 58,944 | $17.9M |
| Clarity Wealth Advisors, LLC | 3.14% | Add +6.5% | 58,679 | $17.8M |
| TD Private Client Wealth LLC | 0.33% | Add +3.7% | 58,458 | $17.7M |
| EverSource Wealth Advisors, LLC | 0.60% | Reduce -47.0% | 58,318 | $17.7M |
| Atmos Advisory, LLC | 9.19% | Add +1.0% | 58,007 | $17.6M |
| Plum Street Advisors, LLC | 5.57% | Reduce -3.6% | 57,507 | $17.4M |
| GoalFusion Wealth Management, LLC | 7.03% | Add +1.3% | 57,414 | $17.4M |
| Susquehanna International Group, LLP | 0.02% | Add +749.8% | 57,356 | $17.4M |
| Savvy Advisors, Inc. | 0.37% | Add +1.7% | 57,241 | $17.4M |
| Berkshire Asset Management LLC | 0.67% | Add +0.1% | 56,738 | $17.2M |
| ETF Portfolio Partners, Inc. | 4.08% | Reduce -0.6% | 56,616 | $17.2M |
| Copper Harbor Investment Advisors, LLC | 3.60% | — | 56,130 | $17.0M |
| Ascent Wealth Partners, LLC | 1.70% | Add +5.5% | 56,075 | $17.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -35.1% | 56,075 | $17.0M |
| Trust Co of the South | 2.39% | Add +0.8% | 56,049 | $17.0M |
| Nicolet Bankshares Inc. | 0.54% | Add +8.9% | 55,781 | $16.9M |
| McClarren Financial Advisors, Inc. | 8.70% | Reduce -0.3% | 55,545 | $16.8M |
| White Wing Wealth Management | 8.72% | Reduce -0.6% | 55,140 | $16.7M |
| Oppenheimer & Co. Inc. | 0.18% | Add +3.3% | 54,570 | $16.5M |
| VSM Wealth Advisory, LLC | 4.39% | Reduce -0.9% | 54,504 | $16.5M |
| Vestmark Advisory Solutions, Inc. | 0.15% | Reduce -6.3% | 53,772 | $16.3M |
| Diversify Advisory Services, LLC | 0.27% | New | 54,872 | $16.3M |
| Diversify Wealth Management, LLC | 0.27% | Add +3.0% | 54,872 | $16.3M |
| Frisco Financial Planning LLC | 12.23% | Reduce -2.0% | 53,540 | $16.2M |
| Sage Financial Group Inc. | 0.90% | Reduce -0.3% | 53,537 | $16.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.24% | Add +0.1% | 53,368 | $16.2M |
| J.W. Cole Advisors, Inc. | 0.28% | New | 53,027 | $16.1M |
| Mitchell McLeod Pugh & Williams Inc. | 1.97% | Add +2.6% | 52,877 | $16.0M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Add +9.4% | 52,796 | $16.0M |
| Jane Street Group, LLC | 0.01% | Reduce -72.4% | 52,260 | $15.8M |
| PDS Planning, Inc | 0.91% | Add +0.2% | 52,128 | $15.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.77% | Add +8.1% | 51,773 | $15.7M |
| Ballentine Partners, LLC | 0.19% | Reduce -2.1% | 51,611 | $15.6M |
| Spectrum Financial Alliance Ltd LLC | 2.30% | Add +13.4% | 51,609 | $15.6M |
| Asset Management Group, Inc. | 2.28% | Reduce -0.7% | 51,437 | $15.6M |
| Rossmore Private Capital | 1.26% | Add +0.2% | 51,231 | $15.5M |
| Roberts Wealth Advisors, LLC | 3.52% | Reduce -0.2% | 51,091 | $15.5M |
| Ashton Thomas Private Wealth, LLC | 0.32% | Add +2.6% | 50,954 | $15.4M |
| Farther Finance Advisors, LLC | 0.12% | Add +1.3% | 50,766 | $15.4M |
| Bokf, NA | 0.21% | Add +19.1% | 50,427 | $15.3M |
| Arbor Wealth Advisors LLC | 9.34% | Add +0.0% | 50,381 | $15.3M |
| Cherry Tree Wealth Management, LLC | 2.87% | Add +4.7% | 50,301 | $15.2M |
| Tiaa Trust, National Association | 0.90% | Reduce -2.1% | 50,141 | $15.2M |
| Capital Advisors Inc. | 0.22% | Reduce -1.3% | 49,597 | $15.0M |
| Peddock Capital Advisors, LLC | 2.99% | Add +2.6% | 49,484 | $15.0M |
| Staley Capital Advisers Inc. | 0.58% | Reduce -0.5% | 48,967 | $14.8M |
| Kingswood Wealth Advisors, LLC | 0.60% | Add +11.7% | 48,951 | $14.8M |
| Dakota Wealth Management | 0.28% | Reduce -0.3% | 48,621 | $14.7M |
| Kathmere Capital Management, LLC | 0.78% | Reduce -0.9% | 48,565 | $14.7M |
| NorthRock Partners, LLC | 0.21% | Reduce -0.3% | 48,519 | $14.7M |
| Crestwood Advisors Group, LLC | 0.22% | Reduce -0.1% | 48,362 | $14.7M |
| CRA Financial Services, LLC | 1.69% | Reduce -2.0% | 48,302 | $14.6M |
| High Note Wealth, LLC | 2.48% | Add +0.6% | 48,037 | $14.6M |
| James J. Burns & Company, LLC | 1.57% | Add +3.3% | 47,870 | $14.5M |
| Bear Mountain Capital, Inc. | 4.18% | Add +1.1% | 48,633 | $14.4M |
| Vawter Financial, Ltd. | 5.43% | Reduce -0.8% | 47,551 | $14.4M |
| KTF Investments, LLC | 1.45% | Reduce -4.6% | 47,279 | $14.3M |
| Stratos Wealth Partners, LTD. | 0.15% | Reduce -0.9% | 47,272 | $14.3M |
| Earned Wealth Advisors, LLC | 0.92% | Add +12.0% | 47,145 | $14.3M |
| Bartlett & Co. Wealth Management LLC | 0.18% | Reduce -1.4% | 47,096 | $14.3M |
| Beirne Wealth Consulting Services, LLC | 2.84% | Add +0.3% | 47,050 | $14.3M |
| David Kennon Inc | 4.69% | Reduce -1.2% | 46,823 | $14.2M |
| Integral Investment Advisors, Inc. | 3.13% | Add +0.2% | 46,818 | $14.2M |
| Americana Partners, LLC | 0.32% | Add +237.4% | 46,780 | $14.2M |
| GeoWealth Management, LLC | 0.44% | Add +0.3% | 46,634 | $14.1M |
| Apollon Wealth Management, LLC | 0.17% | Add +17.9% | 46,612 | $14.1M |
| Vise Technologies, Inc. | 0.16% | Add +48.0% | 46,525 | $14.1M |
| Caprock Group, LLC | 0.27% | Add +5.4% | 46,461 | $14.1M |
| Canandaigua National Bank & Trust Co. | 1.18% | — | 46,232 | $14.0M |
| Mason & Associates, LLC | 2.91% | Add +0.7% | 46,209 | $14.0M |
| DORVAL Corp | 4.03% | Add +1.6% | 46,172 | $14.0M |
| Whittier Trust Co. | 0.14% | Reduce -0.4% | 46,237 | $13.9M |
| Apriem Advisors | 1.19% | Add +10.5% | 45,306 | $13.7M |
| Benjamin Edwards Inc. | 0.12% | Reduce -10.0% | 45,016 | $13.7M |
| Ni Acquisitions Company, LLC | 5.82% | — | 44,993 | $13.6M |
| Code Waechter LLC | 7.05% | Add +7.0% | 44,952 | $13.6M |
| JDM Financial Group LLC | 4.63% | Add +27.7% | 120,569 | $13.6M |
| Madrona Financial Services, LLC | 2.48% | Add +5.1% | 44,361 | $13.4M |
| Rwa Wealth Partners, LLC | 0.13% | Add +18.8% | 44,329 | $13.4M |
| Fiduciary Wealth Partners, LLC | 7.38% | Reduce -16.5% | 44,238 | $13.4M |
| Sage Mountain Advisors LLC | 0.82% | Add +0.3% | 44,152 | $13.4M |
| Capital Advisors Wealth Management, LLC | 1.56% | Add +3.1% | 43,690 | $13.2M |
| IMA Advisory Services, Inc. | 0.82% | Add +3561.9% | 43,393 | $13.2M |
| Black Diamond Financial, LLC | 1.16% | Add +21.2% | 43,280 | $13.1M |
| AdvisorNet Financial, Inc | 0.60% | Add +8.9% | 43,077 | $13.1M |
| NORTHSTAR ASSET MANAGEMENT Co | 2.45% | Add +0.9% | 44,011 | $13.0M |
| Capital Management Associates, Inc | 2.61% | Add +2.3% | 42,847 | $13.0M |
| Fee-Only Financial Planning, L.C. | 6.94% | Reduce -0.6% | 42,733 | $13.0M |
| Red Wave Investments LLC | 3.29% | Add +6.2% | 42,690 | $12.9M |
| Ellevest, Inc. | 1.52% | Add +113.0% | 86,654 | $12.9M |
| Fonville Wealth Management LLC | 2.10% | Reduce -2.3% | 42,424 | $12.9M |
| Fiduciary Advisors, Inc. | 8.64% | Add +1.4% | 42,368 | $12.8M |
| Commerce Bank | 0.06% | Add +20.8% | 42,300 | $12.8M |
| Harbour Investments, Inc. | 0.17% | Add +2.8% | 42,273 | $12.8M |
| Mb, Levis & Associates, LLC | 4.71% | Add +6238.4% | 42,150 | $12.8M |
| Praetorian Wealth Management, Inc. | 2.20% | Add +0.2% | 42,131 | $12.8M |
| Crusonia Wealth Advisors LLC | 2.10% | Add +9.1% | 42,091 | $12.8M |
| Perigon Wealth Management, LLC | 0.20% | Add +0.2% | 41,716 | $12.6M |
| Chilton Capital Management LLC | 0.40% | Reduce -0.4% | 41,614 | $12.6M |
| Wealth Analytics Partners, LLC | 4.56% | Reduce -0.9% | 42,379 | $12.6M |
| Agate Pass Investment Management, LLC | 4.61% | Reduce -2.1% | 41,287 | $12.5M |
| Berman McAleer LLC | 1.45% | Reduce -0.5% | 41,181 | $12.5M |
| 25 LLC | 3.39% | Reduce -0.6% | 40,836 | $12.4M |
| Principal Securities, Inc. | 0.15% | Add +11.4% | 40,765 | $12.4M |
| Sigma Planning Corp | 0.31% | Add +18.7% | 40,643 | $12.3M |
| Beacon Financial Strategies CORP | 6.12% | Add +1.4% | 40,606 | $12.3M |
| Hoge Financial Services, LLC | 5.84% | Reduce -0.9% | 40,272 | $12.2M |
| TD Capital Management LLC | 0.99% | Reduce -1.8% | 40,087 | $12.2M |
| Bridges Investment Management Inc. | 0.15% | Reduce -0.0% | 39,944 | $12.1M |
| Chesley Taft & Associates LLC | 0.47% | Add +6.6% | 39,904 | $12.1M |
| Leeward Financial Partners, LLC | 3.17% | Add +1.6% | 39,856 | $12.1M |
| Brooklyn FI, LLC | 2.21% | Add +1.2% | 40,724 | $12.0M |
| Gotham Asset Management | 0.03% | Add +0.9% | 39,553 | $12.0M |
| Culbertson A N & Co. Inc. | 1.39% | Reduce -0.5% | 39,471 | $12.0M |
| Kearns & Associates LLC | 5.57% | Add +0.8% | 39,367 | $11.9M |
| Napier Financial, LLC | 2.48% | Add +0.6% | 39,347 | $11.9M |
| Smartleaf Asset Management LLC | 0.39% | No change | 39,554 | $11.9M |
| Legacy Wealth Partners, LLC | 2.66% | Add +0.3% | 39,103 | $11.9M |
| BlueSky Wealth Advisors, LLC | 1.37% | Reduce -2.7% | 39,084 | $11.8M |
| Capital Planning LLC | 3.43% | Reduce -7.0% | 38,814 | $11.8M |
| Brindle & Bay Financial Advisors, LLC | 5.88% | Add +43.1% | 38,780 | $11.8M |
| Evergreen Capital Management LLC | 0.21% | Add +0.1% | 38,768 | $11.8M |
| Petredis Investment Advisors LLC | 0.79% | Reduce -1.6% | 38,608 | $11.7M |
| OneDigital Investment Advisors LLC | 0.10% | Reduce -9.2% | 38,563 | $11.7M |
| Financial Futures Ltd Liability Co. | 4.44% | Add +1.1% | 38,495 | $11.7M |
| Wealth Management Strategies, Inc. | 4.54% | Add +5.3% | 38,346 | $11.6M |
| Single Point Partners, LLC | 2.01% | Reduce -3.8% | 37,745 | $11.4M |
| SouthState Bank Corp | 0.47% | Add +1.4% | 37,529 | $11.4M |
| TriaGen Wealth Management LLC | 2.84% | Add +0.7% | 37,370 | $11.3M |
| Field & Main Bank | 2.33% | Add +2.3% | 37,250 | $11.3M |
| Wesbanco Bank Inc. | 0.28% | Add +4.8% | 36,971 | $11.2M |
| Silverleafe Capital Partners, LLC | 3.04% | Reduce -16.3% | 36,839 | $11.2M |
| BOK Financial Private Wealth, Inc. | 0.57% | Reduce -4.4% | 36,657 | $11.1M |
| Capital Advantage, Inc. | 1.34% | Add +4.6% | 36,228 | $11.0M |
| Flagship Harbor Advisors, LLC | 0.42% | Add +1.0% | 36,207 | $11.0M |
| Wealthcare Advisory Partners LLC | 0.21% | Reduce -3.0% | 36,007 | $10.9M |
| Valmark Advisers, Inc. | 0.12% | Add +1.1% | 35,919 | $10.9M |
| Evolution Wealth Advisors, LLC | 1.27% | Reduce -2.5% | 35,915 | $10.9M |
| Visionary Wealth Advisors | 0.43% | Add +0.2% | 35,863 | $10.9M |
| Beacon Financial Planning, Inc. | 3.68% | Add +2.0% | 35,796 | $10.9M |
| DMKC Advisory Services, LLC | 2.05% | Add +439.1% | 35,779 | $10.8M |
| Verum Partners LLC | 1.62% | Add +1.1% | 35,371 | $10.7M |
| Peak Retirement Planning, Inc. | 1.69% | Add +2.1% | 35,246 | $10.7M |
| Krane Financial Solutions LLC | 6.53% | Reduce -0.3% | 34,974 | $10.6M |
| Cornerstone National Bank & Trust Co | 3.56% | Reduce -5.8% | 34,936 | $10.5M |
| Sand Hill Global Advisors, LLC | 0.32% | Reduce -1.8% | 34,748 | $10.5M |
| Titleist Asset Management, LLC | 0.71% | Reduce -1.1% | 34,707 | $10.5M |
| Goldstone Financial Group, LLC | 0.96% | Add +113.7% | 34,639 | $10.5M |
| Thrive Wealth Management, LLC | 1.34% | Add +1.5% | 34,451 | $10.4M |
| IFP Advisors, Inc | 0.19% | Add +0.1% | 34,373 | $10.4M |
| Evolution Advisers, Inc. | 3.78% | Add +4.4% | 33,903 | $10.3M |
| Orgel Wealth Management, LLC | 0.19% | Add +0.3% | 33,887 | $10.3M |
| Roundview Capital LLC | 0.56% | Add +9.9% | 33,838 | $10.3M |
| Private Client Services, LLC | 2.69% | Add +40.9% | 33,814 | $10.2M |
| Cynosure Group, LLC | 1.54% | Reduce -22.7% | 33,812 | $10.2M |
| Smith & Howard Wealth Management, LLC | 2.10% | Reduce -7.6% | 33,750 | $10.2M |
| BIP Wealth, LLC | 0.29% | Add +18.4% | 33,588 | $10.2M |
| Rinkey Investments | 2.38% | Add +5.0% | 33,327 | $10.1M |
| Sovereign Financial Group, Inc. | 1.54% | Add +3.9% | 33,141 | $10.0M |
| Empower Advisory Group, LLC | 0.02% | Add +1.0% | 33,099 | $10.0M |
| Sandy Cove Advisors, LLC | 2.51% | Reduce -0.8% | 33,062 | $10.0M |
| Johnson Bixby & Associates, LLC | 1.12% | Add +10.7% | 33,027 | $10.0M |
| Midwest Trust Co | 0.11% | Add +0.9% | 32,890 | $10.0M |
| Howard Wealth Management, LLC | 3.68% | Add +3.0% | 32,826 | $10.0M |
| Prosperity Advisers, LLC | 7.15% | Add +2.2% | 32,560 | $9.9M |
| Florida Trust Wealth Management Co | 0.24% | Add +2.8% | 32,477 | $9.8M |
| OFS Enterprise LLC | 2.51% | Reduce -0.8% | 32,420 | $9.8M |
| Ramiah Investment Group | 7.49% | Add +2.5% | 32,379 | $9.8M |
| Prospera Financial Services Inc | 0.14% | Reduce -3.7% | 31,945 | $9.7M |
| Five Pine Wealth Management | 5.49% | Reduce -2.5% | 31,990 | $9.7M |
| Franklin Resources Inc. | 0.00% | Reduce -24.3% | 31,909 | $9.7M |
| WESCAP Management Group, Inc. | 1.80% | Reduce -2.3% | 31,749 | $9.6M |
| Haverford Trust Co | 0.08% | Reduce -0.5% | 31,727 | $9.6M |
| Elite Financial, Inc. | 3.88% | Reduce -2.0% | 31,678 | $9.6M |
| First Bancorp, Inc | 3.79% | Add +0.1% | 31,666 | $9.6M |
| Cambridge Advisors Inc. | 1.65% | No change | 31,646 | $9.6M |
| Cozad Asset Management Inc. | 0.62% | Add +0.9% | 31,578 | $9.6M |
| Mutual Advisors, LLC | 0.18% | Add +2.8% | 31,479 | $9.5M |
| Dynamic Advisor Solutions LLC | 0.27% | Reduce -1.1% | 31,446 | $9.5M |
| Meeder Advisory Services, Inc. | 0.35% | Add +15.4% | 31,348 | $9.5M |
| Harbor Advisory Corp. | 2.50% | Reduce -7.8% | 30,823 | $9.3M |
| Latigo Investments, LLC | 4.14% | No change | 30,671 | $9.3M |
| Texas Yale Capital Corp. | 0.20% | Reduce -1.5% | 30,598 | $9.3M |
| Lazard Asset Management LLC | 0.01% | Reduce -0.3% | 30,544 | $9.3M |
| Ancora Advisors LLC | 0.18% | Reduce -0.5% | 30,370 | $9.2M |
| Westwood Holdings Group Inc. | 0.07% | Reduce -0.2% | 30,334 | $9.2M |
| Rehmann Capital Advisory Group | 0.42% | Reduce -0.7% | 30,310 | $9.2M |
| Global Retirement Partners, LLC | 0.14% | — | 30,301 | $9.2M |
| Arrow Financial Corp | 0.82% | Reduce -3.4% | 30,205 | $9.2M |
| Waller Financial Planning Group, Inc. | 1.87% | Reduce -4.8% | 29,961 | $9.1M |
| Plus Group Wealth Advisors LLC | 8.54% | Add +2.1% | 29,945 | $9.1M |
| Venture Visionary Partners LLC | 0.25% | Reduce -6.9% | 29,636 | $9.0M |
| Gill Capital Partners, LLC | 2.38% | Add +0.7% | 29,589 | $9.0M |
| Arcadia Wealth Management, LLC | 2.80% | Add +0.1% | 29,411 | $8.9M |
| Retirement Management Systems Inc. | 1.82% | Add +6.2% | 29,290 | $8.9M |
| Brick & Kyle, Associates | 2.92% | No change | 33,768 | $8.8M |
| Fiduciary Trust Co | 0.10% | No change | 29,126 | $8.8M |
| Arkos Global Advisors | 1.04% | Reduce -0.8% | 29,112 | $8.8M |
| NavPoint Financial, Inc. | 3.27% | Reduce -0.2% | 29,091 | $8.8M |
| Logan Capital Management Inc. | 0.33% | — | 29,057 | $8.8M |
| Nwam LLC | 0.44% | Add +10.1% | 28,847 | $8.7M |
| Warwick Investment Management, Inc. | 0.98% | Reduce -7.0% | 28,822 | $8.7M |
| First PREMIER Bank | 1.41% | Add +2.9% | 28,818 | $8.7M |
| Mesirow Financial Investment Management, Inc. | 0.14% | Add +1.7% | 28,681 | $8.7M |
| Gateway Wealth Partners, LLC | 0.52% | Reduce -43.7% | 28,604 | $8.7M |
| Atlantic Union Bankshares Corp | 0.14% | Add +14.8% | 28,564 | $8.7M |
| RW Investment Management LLC | 0.76% | Add +1.7% | 28,546 | $8.7M |
| Creekside Partners | 3.13% | Add +1.0% | 28,515 | $8.6M |
| Root Financial Partners, LLC | 0.33% | Add +10.0% | 28,408 | $8.6M |
| Steph & Co. | 2.17% | Reduce -4.2% | 28,319 | $8.6M |
| Essex Financial Services, Inc. | 0.42% | Add +4.4% | 28,115 | $8.5M |
| Signal Tree Financial Partners LLC | 5.57% | Add +5.7% | 27,713 | $8.4M |
| Archford Capital Strategies, LLC | 0.85% | Add +11.0% | 27,652 | $8.4M |
| Colony Family Offices, LLC | 1.83% | Reduce -1.7% | 27,432 | $8.3M |
| HighRoad Wealth Advisors, LLC | 7.01% | Add +0.5% | 27,426 | $8.3M |
| Family Wealth Partners, LLC | 2.55% | Reduce -1.0% | 27,366 | $8.3M |
| REAP Financial Group, LLC | 1.41% | Add +4.9% | 27,258 | $8.3M |
| Prepared Retirement Institute LLC | 3.50% | Reduce -3.2% | 27,121 | $8.2M |
| Quaker Wealth Management, LLC | 2.39% | Add +1.0% | 27,090 | $8.2M |
| Duncan Williams Asset Management, LLC | 1.85% | Add +1.3% | 27,067 | $8.2M |
| CSM Advisors, LLC | 0.18% | Reduce -40.4% | 27,044 | $8.2M |
| Fifth Third Securities, Inc. | 0.47% | Reduce -6.0% | 26,909 | $8.2M |
| Snowden Capital Advisors LLC | 0.19% | Add +3.3% | 26,841 | $8.1M |
| DAVENPORT & Co LLC | 0.04% | Add +28.0% | 26,766 | $8.1M |
| White Lighthouse Investment Management Inc. | 1.01% | Reduce -1.1% | 26,615 | $8.1M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -3.4% | 26,593 | $8.1M |
| Cambridge Capital Management, LLC | 3.06% | Add +0.9% | 26,554 | $8.0M |
| Continuum Advisory, LLC | 0.64% | Add +0.5% | 26,197 | $7.9M |
| Rareview Capital LLC | 4.37% | Add +6.3% | 32,970 | $7.8M |
| S.A. Mason LLC | 2.40% | Add +11.1% | 25,765 | $7.8M |
| Arcadia Investment Advisors LLC | 3.28% | Reduce -8.6% | 25,635 | $7.8M |
| Level Four Advisory Services, LLC | 0.22% | Reduce -23.6% | 25,525 | $7.7M |
| Gilman Hill Asset Management, LLC | 1.07% | Reduce -10.3% | 25,510 | $7.7M |
| Ieq Capital, LLC | 0.04% | Reduce -14.8% | 25,482 | $7.7M |
| GreatBanc Trust CO | 4.77% | Reduce -12.8% | 25,368 | $7.7M |
| Argent Trust Co | 0.22% | Add +18.6% | 25,249 | $7.7M |
| Certified Advisory Corp | 0.61% | Add +1.8% | 25,098 | $7.6M |
| Peterson Wealth Advisors, LLC | 0.90% | Reduce -2.6% | 25,039 | $7.6M |
| Annex Advisory Services, LLC | 0.13% | Reduce -2.5% | 25,011 | $7.6M |
| Greenhouse Wealth Management, LLC | 5.31% | Reduce -3.9% | 24,935 | $7.6M |
| Sapient Capital LLC | 0.10% | Add +63.5% | 24,832 | $7.5M |
| Belpointe Asset Management LLC | 0.25% | Reduce -3.2% | 24,759 | $7.5M |
| Grove Bank & Trust | 0.74% | Add +4.6% | 24,750 | $7.5M |
| Fifth Third Wealth Advisors LLC | 0.21% | Reduce -1.0% | 24,738 | $7.5M |
| Accredited Investors Inc. | 0.32% | Reduce -5.2% | 24,724 | $7.5M |
| Aptus Capital Advisors, LLC | 0.05% | Add +13.0% | 24,586 | $7.5M |
| West Bancorporation Inc. | 3.19% | Add +3.8% | 24,582 | $7.5M |
| Pinnacle Financial Group, LLC / IL | 1.82% | Add +4.3% | 24,578 | $7.4M |
| Brightwater Advisory LLC | 4.70% | Reduce -2.1% | 24,551 | $7.4M |
| Pinnacle Financial Partners, Inc. | 0.05% | Reduce -0.5% | 24,536 | $7.4M |
| Ruggaard & Associates LLC | 2.66% | Reduce -1.5% | 24,486 | $7.4M |
| Jacobsen Capital Management | 2.17% | Add +0.4% | 24,475 | $7.4M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.61% | Reduce -1.1% | 24,437 | $7.4M |
| Rose Capital Advisors LLC | 3.97% | — | 24,429 | $7.4M |
| Carr Financial Group Corp | 1.70% | Add +3.9% | 24,369 | $7.4M |
| NewCorp Financial Services, Inc. | 5.65% | Add +3.1% | 24,350 | $7.4M |
| JNBA Financial Advisors | 0.56% | Reduce -17.9% | 24,310 | $7.4M |
| First United Bank & Trust | 2.10% | Add +3.6% | 24,084 | $7.3M |
| Cathy Pareto & Associates, Inc. | 4.28% | Add +1.1% | 24,073 | $7.3M |
| Kera Capital Partners, Inc. | 0.70% | Add +6.8% | 24,023 | $7.3M |
| Quest Investment Management LLC | 0.84% | Reduce -3.6% | 23,835 | $7.2M |
| Walkner Condon Financial Advisors LLC | 0.83% | Add +0.9% | 23,721 | $7.2M |
| McNaughton Wealth Management, LLC | 2.54% | Add +5.8% | 23,616 | $7.2M |
| Family Investment Center, Inc. | 1.19% | Reduce -0.9% | 23,607 | $7.2M |
| Xcelsior Advisor Partners LLC | 0.94% | Add +2.5% | 23,535 | $7.1M |
| Christine Messmer PC | 4.00% | Add +4.6% | 23,406 | $7.1M |
| Advisor OS, LLC | 0.47% | Add +25.5% | 23,381 | $7.1M |
| Farrell Financial LLC | 3.82% | Reduce -0.9% | 23,330 | $7.1M |
| RFG Advisory, LLC | 0.11% | Reduce -22.7% | 23,232 | $7.0M |
| Fiducient Advisors LLC | 1.01% | Reduce -18.2% | 23,231 | $7.0M |
| Ariston Services Group | 3.87% | Add +0.0% | 23,137 | $7.0M |
| Baron Silver Stevens Financial Advisors, LLC | 0.89% | Add +0.5% | 23,077 | $7.0M |
| Stonebridge Capital Advisors LLC | 0.45% | Reduce -0.7% | 23,075 | $7.0M |
| Sagespring Wealth Partners, LLC | 0.11% | Add +182.5% | 23,031 | $7.0M |
| Evercore Wealth Management, LLC | 0.10% | Add +1.4% | 23,028 | $7.0M |
| Winthrop Partners - WNY, LLC | 3.43% | Reduce -1.3% | 22,883 | $6.9M |
| Councilor Wealth, LLC | 2.81% | Add +4.1% | 22,879 | $6.9M |
| BTG Pactual Asset Management US LLC | 0.52% | Reduce -14.4% | 22,833 | $6.9M |
| Modern Wealth Management, LLC | 0.08% | Add +6.5% | 22,464 | $6.8M |
| Aurelius Family Office LLC | 2.67% | Reduce -4.5% | 22,399 | $6.8M |
| Keystone Financial Group | 0.40% | Add +5.9% | 22,348 | $6.8M |
| American Investment Services, Inc. | 1.42% | Reduce -12.6% | 22,163 | $6.7M |
| Webster Bank, N. A. | 0.58% | Reduce -15.7% | 22,042 | $6.7M |
| Integrated Advisors Network LLC | 0.31% | Add +0.8% | 22,029 | $6.7M |
| Freestone Capital Holdings, LLC | 0.17% | Add +4.3% | 21,985 | $6.7M |
| Ausdal Financial Partners, Inc. | 0.26% | Add +1.6% | 21,943 | $6.7M |
| CWA Asset Management Group, LLC | 0.20% | Reduce -0.0% | 21,843 | $6.6M |
| Cypress Wealth Services, LLC | 0.81% | Add +0.2% | 21,838 | $6.6M |
| XML Financial, LLC | 0.48% | Add +5.0% | 21,795 | $6.6M |
| Arbor Wealth Management LLC\AZ | 5.87% | Reduce -0.2% | 21,786 | $6.6M |
| May Hill Capital, LLC | 1.37% | Reduce -1.7% | 21,641 | $6.6M |
| Winter & Associates, Inc. | 4.90% | Add +70.5% | 21,535 | $6.5M |
| Headinvest, LLC | 1.22% | Reduce -2.7% | 21,517 | $6.5M |
| Phillip James Consulting Co. | 4.35% | New | 21,494 | $6.5M |
| Brand Asset Management Group, Inc. | 1.44% | Add +1.2% | 21,466 | $6.5M |
| Vanguard National Trust Co | 0.35% | Add +1.6% | 21,399 | $6.5M |
| Carter Financial, LLC | 4.85% | Reduce -3.4% | 21,353 | $6.5M |
| Abacus Planning Group, Inc. | 0.80% | Reduce -2.4% | 21,347 | $6.5M |
| Fortis Capital Advisors, LLC | 0.73% | Reduce -3.3% | 21,342 | $6.5M |
| Marathon Wealth Advisors LLC | 2.21% | Reduce -0.1% | 21,296 | $6.5M |
| Newton One Investments LLC | 1.61% | Add +0.2% | 21,042 | $6.4M |
| Signature Estate & Investment Advisors LLC | 0.11% | Reduce -8.2% | 21,039 | $6.4M |
| Kingsview Wealth Management, LLC | 0.08% | Add +20.8% | 21,005 | $6.4M |
| Index Fund Advisors, Inc. | 0.25% | Add +0.1% | 20,913 | $6.3M |
| Condor Capital Management | 0.47% | Add +0.1% | 20,889 | $6.3M |
| JMG Financial Group, Ltd. | 0.15% | Add +1.6% | 20,676 | $6.3M |
| PW Nova Financial Services LLC | 1.34% | Reduce -0.3% | 20,620 | $6.3M |
| Meridian Wealth Management, LLC | 0.19% | Reduce -1.1% | 21,526 | $6.3M |
| Cornerstone Wealth Management, LLC | 0.27% | Add +0.9% | 20,611 | $6.2M |
| Stage Harbor Financial, LLC | 3.60% | Reduce -0.0% | 20,579 | $6.2M |
| Keyvantage Wealth, LLC | 2.36% | Add +2.2% | 20,578 | $6.2M |
| RTD Financial Advisors, Inc. | 0.68% | Reduce -7.3% | 20,538 | $6.2M |
| Bernardo Wealth Planning LLC | 1.06% | Add +2.1% | 20,452 | $6.2M |
| Rialto Wealth Management, LLC | 1.22% | Reduce -12.6% | 20,407 | $6.2M |
| First Heartland Consultants, Inc. | 0.40% | Reduce -2.0% | 20,353 | $6.2M |
| Kelleher Financial Advisors | 0.88% | Add +87.5% | 20,349 | $6.2M |
| BridgePort Financial Solutions, LLC | 1.56% | Add +9.4% | 20,257 | $6.1M |
| Ti-Trust, Inc. | 3.29% | Add +1.1% | 20,181 | $6.1M |
| Financial Insights, Inc. | 1.66% | Reduce -4.4% | 20,176 | $6.1M |
| Thayer Financial, L.L.C. | 5.55% | Add +2.6% | 20,132 | $6.1M |
| Davidson Investment Advisors | 0.25% | Reduce -3.9% | 20,105 | $6.1M |
| McKinley Carter Wealth Services, Inc. | 0.31% | Reduce -2.5% | 20,074 | $6.1M |
| Ritholtz Wealth Management | 0.09% | Reduce -14.4% | 20,013 | $6.1M |
| Parkside Financial Bank & Trust | 0.41% | Add +2.3% | 20,011 | $6.1M |
| Independent Financial Group, LLC | 0.11% | Add +6.0% | 19,842 | $6.0M |
| Balanced Wealth Group LLC | 1.88% | Reduce -2.6% | 19,620 | $5.9M |
| Advisory Services Network, LLC | 0.07% | Reduce -0.8% | 19,601 | $5.9M |
| Washington Growth Strategies LLC | 3.30% | No change | 19,589 | $5.9M |
| American Alpha Advisors, LLC | 3.49% | Add +1.6% | 19,479 | $5.9M |
| Elevation Point Wealth Partners, LLC | 0.11% | Add +21.5% | 19,300 | $5.9M |
| Indivisible Partners | 0.33% | Add +22.5% | 19,291 | $5.8M |
| Frontier Asset Management, LLC | 1.05% | Reduce -17.3% | 19,280 | $5.8M |
| First Financial Corp. | 2.02% | Reduce -0.6% | 19,278 | $5.8M |
| SageView Advisory Group, LLC | 0.19% | Reduce -3.6% | 19,246 | $5.8M |
| Wilson & Boucher Capital Management, LLC | 3.42% | Reduce -1.0% | 19,197 | $5.8M |
| Pathway Financial Advisors LLC | 0.68% | Reduce -1.9% | 19,304 | $5.8M |
| Calamos Wealth Management LLC | 0.18% | Add +5.8% | 19,070 | $5.8M |
| Aspire Private Capital, LLC | 1.19% | Reduce -5.6% | 19,056 | $5.8M |
| WASHINGTON TRUST Co | 0.18% | Reduce -1.8% | 18,998 | $5.8M |
| Box Hill Private Wealth LLC | 4.61% | Reduce -0.6% | 18,975 | $5.8M |
| Acorn Financial Advisory Services Inc. | 0.76% | Reduce -0.6% | 18,956 | $5.7M |
| First Hawaiian Bank | 0.73% | Add +0.3% | 18,955 | $5.7M |
| Courier Capital LLC | 0.28% | Add +2.8% | 18,635 | $5.6M |
| Warner Financial, Inc. | 1.64% | Add +2.0% | 18,416 | $5.6M |
| Connable Office Inc. | 0.49% | Reduce -1.5% | 18,409 | $5.6M |
| Veridan Wealth LLC | 1.95% | Add +3.8% | 18,406 | $5.6M |
| Claro Advisors Inc. | 0.58% | Reduce -2.2% | 18,383 | $5.6M |
| First Merchants Corp. | 0.20% | Add +3.4% | 18,379 | $5.6M |
| IFG Advisors, LLC | 0.77% | Reduce -0.3% | 18,360 | $5.6M |
| Mayport, LLC | 0.86% | Add +10.6% | 18,285 | $5.5M |
| One Capital Management, LLC | 0.15% | No change | 21,145 | $5.5M |
| Gleason Group, Inc. | 0.48% | Reduce -5.3% | 18,239 | $5.5M |
| Martel Wealth Advisors LLC | 0.87% | Reduce -5.9% | 18,192 | $5.5M |
| Lynch Asset Management, Inc. | 1.50% | No change | 18,150 | $5.5M |
| Cordoba Advisory Partners LLC | 1.16% | Add +2.5% | 18,043 | $5.5M |
| Strategic Investment Solutions, Inc. | 1.25% | Add +8.3% | 18,088 | $5.5M |
| Keybank National Association | 0.02% | Add +14.4% | 17,998 | $5.5M |
| Prime Capital Investment Advisors, LLC | 0.05% | Add +7.3% | 17,984 | $5.5M |
| Arkadios Wealth Advisors | 0.08% | Reduce -4.8% | 17,971 | $5.4M |
| Cooke Wealth Management, LLC | 4.46% | Reduce -3.1% | 17,952 | $5.4M |
| Chris Bulman Inc | 1.99% | Reduce -1.8% | 17,950 | $5.4M |
| One Day In July LLC | 0.38% | Reduce -0.1% | 17,875 | $5.4M |
| Barrett & Company, Inc. | 1.51% | Add +2.8% | 17,851 | $5.4M |
| Waldron Private Wealth LLC | 0.19% | Add +6.6% | 17,844 | $5.4M |
| Align Financial, LLC | 2.68% | Reduce -0.7% | 17,821 | $5.4M |
| Mokosak Advisory Group, LLC | 1.16% | Reduce -3.3% | 17,695 | $5.4M |
| IF Advisors, LLC | 3.52% | Add +0.9% | 17,683 | $5.4M |
| Fishman Jay A Ltd. | 0.43% | Reduce -4.3% | 17,683 | $5.4M |
| Frazier Financial Advisors, LLC | 2.71% | Add +3.7% | 17,683 | $5.4M |
| Plancorp, LLC | 0.13% | Reduce -5.3% | 18,007 | $5.3M |
| Valtinson Bruner Financial Planning LLC | 1.33% | Reduce -0.5% | 17,564 | $5.3M |
| RiverGlades Family Offices LLC | 2.43% | Reduce -4.4% | 17,492 | $5.3M |
| Virtue Asset Management LLC | 3.77% | Add +4.2% | 17,339 | $5.3M |
| AE Wealth Management LLC | 0.02% | Add +5.8% | 17,293 | $5.2M |
| Compass Ion Advisors, LLC | 0.45% | Reduce -11.3% | 17,258 | $5.2M |
| Financial Advisory Partners, LLC | 1.37% | Add +3.8% | 17,255 | $5.2M |
| Bay Harbor Wealth Management, LLC | 1.20% | Reduce -1.8% | 17,196 | $5.2M |
| Wealth Science Advisors LLC | 2.31% | Reduce -0.6% | 17,174 | $5.2M |
| Laurel Oak Wealth Management, LLC | 0.76% | Reduce -1.4% | 17,138 | $5.2M |
| Evanson Financial, LLC | 0.25% | — | 17,043 | $5.2M |
| Cove Private Wealth, LLC | 1.00% | Add +6.5% | 17,026 | $5.2M |
| Meramec Financial Planners, LLC | 1.88% | Reduce -1.1% | 17,358 | $5.2M |
| Mgo One Seven LLC | 0.09% | Reduce -0.9% | 16,958 | $5.1M |
| Allen Mooney & Barnes Investment Advisors LLC | 0.78% | Reduce -4.2% | 16,912 | $5.1M |
| Beacon Bridge Wealth Partners, LLC | 1.46% | Add +6.7% | 16,889 | $5.1M |
| Mather Group, Llc. | 0.04% | Reduce -0.3% | 16,847 | $5.1M |
| Thoroughbred Financial Services, LLC | 0.24% | Add +0.7% | 16,802 | $5.1M |
| Salomon & Ludwin, LLC | 0.42% | Reduce -5.0% | 16,849 | $5.1M |
| Columbia Asset Management | 0.88% | Reduce -0.8% | 16,739 | $5.1M |
| United Bank | 0.59% | Reduce -4.5% | 16,676 | $5.1M |
| CoreCap Advisors, LLC | 0.15% | Add +0.8% | 16,640 | $5.0M |
| Magnolia Capital Advisors LLC | 0.86% | Reduce -8.9% | 16,604 | $5.0M |
| PFG Advisors | 0.25% | Add +0.8% | 16,534 | $5.0M |
| CWS Financial Advisors, LLC | 1.11% | Reduce -2.7% | 16,453 | $5.0M |
| Manchester Capital Management LLC | 0.65% | Reduce -9.1% | 16,451 | $5.0M |
| Mystic Asset Management, Inc. | 1.06% | Reduce -0.2% | 16,351 | $5.0M |
| Blueprint Investment Partners LLC | 0.41% | Add +2.3% | 16,306 | $4.9M |
| Hopwood Nicholas Hunter | 1.35% | Add +2.7% | 16,229 | $4.9M |
| Fidelis Capital Partners, LLC | 0.28% | Add +4.5% | 16,212 | $4.9M |
| TFB Advisors LLC | 2.15% | Reduce -0.4% | 16,108 | $4.9M |
| Krilogy Financial LLC | 0.14% | Reduce -0.1% | 16,080 | $4.9M |
| Fort Point Capital Partners LLC | 0.52% | Add +1.8% | 16,043 | $4.9M |
| Balentine LLC | 0.17% | Reduce -6.0% | 15,992 | $4.8M |
| Factor Wealth Management LTD | 0.73% | Reduce -13.3% | 15,987 | $4.8M |
| Nuveen, LLC | 0.00% | Reduce -82.5% | 15,984 | $4.8M |
| Smith Partners Wealth Management, LLC | 3.83% | Reduce -21.5% | 15,900 | $4.8M |
| Lebenthal Global Advisors, LLC | 0.65% | New | 15,861 | $4.8M |
| Arwa LLC | 1.99% | Add +11.9% | 16,122 | $4.8M |
| KFA Private Wealth Group, LLC | 1.15% | Reduce -14.0% | 15,811 | $4.8M |
| Sagace Wealth Management LLC | 3.03% | Reduce -0.2% | 15,799 | $4.8M |
| Optimist Retirement Group LLC | 1.84% | Reduce -0.1% | 15,755 | $4.8M |
| Valeo Financial Advisors, LLC | 0.10% | Reduce -0.9% | 15,710 | $4.8M |
| Maripau Wealth Management LLC | 1.70% | Add +10.7% | 15,652 | $4.8M |
| Fsa Wealth Partners, Inc. | 1.18% | New | 15,601 | $4.7M |
| Wedbush Securities Inc. | 0.12% | Reduce -1.7% | 15,594 | $4.7M |
| Midwest Financial Partners Investments, Inc. | 1.95% | Reduce -1.8% | 15,476 | $4.7M |
| Johnson Financial Group, Inc. | 0.15% | Reduce -1.2% | 15,468 | $4.7M |
| Zhang Financial LLC | 0.14% | Add +58.5% | 15,440 | $4.7M |
| Roble, Belko & Company, Inc | 0.50% | Add +0.1% | 15,410 | $4.7M |
| Frank, Rimerman Advisors LLC | 0.26% | Reduce -3.4% | 15,350 | $4.7M |
| Magnus Financial Group LLC | 0.33% | Reduce -2.5% | 15,313 | $4.6M |
| Acorn Wealth Advisors, LLC | 1.13% | Add +0.7% | 15,290 | $4.6M |
| Orrstown Financial Services Inc. | 0.69% | Add +7.5% | 15,285 | $4.6M |
| SBI Securities Co., Ltd. | 0.10% | Add +1.2% | 15,195 | $4.6M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.68% | Add +0.7% | 15,040 | $4.6M |
| Fi3 FINANCIAL ADVISORS, LLC | 1.09% | Reduce -75.2% | 6,617 | $4.5M |
| Glass Jacobson Investment Advisors llc | 1.42% | Add +4.9% | 14,982 | $4.5M |
| Robertson Stephens Wealth Management, LLC | 0.11% | Reduce -10.6% | 14,956 | $4.5M |
| Waycross Investment Management Co | 3.45% | New | 14,949 | $4.5M |
| LongView Wealth Management | 1.16% | Reduce -6.7% | 14,873 | $4.5M |
| Hartmann Taylor Wealth Management, LLC | 2.98% | No change | 17,212 | $4.5M |
| Compass Planning Associates Inc | 2.43% | Add +9.5% | 14,823 | $4.5M |
| McCollum Christoferson Group LLC | 1.29% | Add +57.4% | 14,710 | $4.5M |
| Family Capital Management, Inc. | 1.72% | Add +0.1% | 14,661 | $4.4M |
| GenTrust, LLC | 0.17% | Reduce -0.6% | 14,619 | $4.4M |
| Ameritas Investment Partners, Inc. | 0.12% | Add +10.8% | 14,533 | $4.4M |
| Squire Investment Management Company, LLC | 1.06% | Add +0.3% | 14,491 | $4.4M |
| Cary Street Partners Investment Advisory LLC | 0.89% | Add +40.4% | 14,483 | $4.4M |
| Blueprint Financial Advisors LLC | 0.49% | Add +3.4% | 14,448 | $4.4M |
| Timmons Wealth Management, LLC | 3.20% | Add +0.5% | 14,426 | $4.4M |
| Liberty Square Wealth Partners LLC | 1.04% | Reduce -4.2% | 14,426 | $4.4M |
| Cassilly Financial Group LLC | 3.17% | Add +4.5% | 14,401 | $4.4M |
| Cordant, Inc. | 1.57% | Reduce -0.0% | 14,398 | $4.4M |
| Tortoise Investment Management, LLC | 0.32% | Add +4.7% | 14,367 | $4.4M |
| Greenwich Wealth Management LLC | 0.16% | No change | 14,362 | $4.4M |
| Yoffe Investment Management, LLC | 4.98% | No change | 14,338 | $4.3M |
| PCA Investment Advisory Services Inc. | 1.21% | Reduce -8.5% | 14,336 | $4.3M |
| Highland Capital Management, LLC | 0.20% | Reduce -0.4% | 14,269 | $4.3M |
| Financial Freedom, LLC | 1.98% | Reduce -0.1% | 14,252 | $4.3M |
| Rathbones Group PLC | 0.02% | Add +0.5% | 14,247 | $4.3M |
| Advisory Resource Group | 0.65% | Add +487.9% | 14,244 | $4.3M |
| Mycio Wealth Partners, LLC | 0.81% | Add +0.1% | 14,239 | $4.3M |
| FinDec Wealth Services, Inc. | 5.09% | Reduce -5.3% | 14,205 | $4.3M |
| Great Point Wealth Advisors, LLC | 0.70% | No change | 14,204 | $4.3M |
| Chilton Investment Co. Inc. | 0.10% | Add +3.1% | 14,202 | $4.3M |
| Alpine Bank Wealth Management | 0.55% | Reduce -6.0% | 14,077 | $4.3M |
| Owl Creek Wealth Partners LLC | 1.24% | Add +0.2% | 14,026 | $4.3M |
| Brighton Jones LLC | 0.08% | Add +2.3% | 13,962 | $4.2M |
| Larson Financial Group LLC | 0.11% | Reduce -0.9% | 13,949 | $4.2M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 3.32% | Add +0.9% | 13,935 | $4.2M |
| IHT Wealth Management, LLC | 0.09% | Add +5.0% | 13,892 | $4.2M |
| Aegis Wealth Management LLC | 1.98% | No change | 13,880 | $4.2M |
| Great Lakes Advisors, LLC | 0.03% | Reduce -0.1% | 13,817 | $4.2M |
| Stone Summit Wealth LLC | 1.06% | Add +1.2% | 13,764 | $4.2M |
| Evergreen Wealth Management, LLC | 1.94% | New | 13,673 | $4.1M |
| Wealth Alliance, LLC | 0.35% | Reduce -14.2% | 13,650 | $4.1M |
| OpenArc Corporate Advisory, LLC | 0.05% | Reduce -2.6% | 13,645 | $4.1M |
| General Partner, Inc. | 2.21% | No change | 13,534 | $4.1M |
| Checchi Capital Advisers, LLC | 0.26% | Reduce -9.9% | 13,487 | $4.1M |
| Ironwood Investment Counsel, LLC | 0.54% | Add +0.4% | 13,467 | $4.1M |
| Grandview Asset Management LLC | 1.01% | Reduce -3.5% | 13,417 | $4.1M |
| Briggs Wealth Management, Inc | 3.71% | Add +2.6% | 13,410 | $4.1M |
| Taylor & Morgan Wealth Management, LLC | 1.99% | Reduce -0.7% | 13,347 | $4.0M |
| Gladstone Institutional Advisory LLC | 0.13% | Add +17.9% | 13,337 | $4.0M |
| TritonPoint Partners, LLC | 0.34% | New | 13,325 | $4.0M |
| First American Bank | 0.23% | Add +33.1% | 13,298 | $4.0M |
| jvl associates llc | 1.14% | Add +0.7% | 13,284 | $4.0M |
| XTX Topco Ltd | 0.05% | New | 13,277 | $4.0M |
| Meridian Financial Advisors, LLC | 1.93% | Add +0.3% | 13,274 | $4.0M |
| Atlas Legacy Advisors, LLC | 0.59% | Reduce -0.4% | 13,249 | $4.0M |
| Petix & Botte Co | 0.81% | Add +98.2% | 13,237 | $4.0M |
| waypoint wealth counsel | 2.51% | Reduce -12.8% | 13,190 | $4.0M |
| Minot DeBlois Advisors LLC | 3.42% | Reduce -0.3% | 13,159 | $4.0M |
| Altura Wealth Advisors Inc. | 1.34% | Add +824.2% | 13,124 | $4.0M |
| Ridgewood Investments LLC | 1.49% | Add +2.9% | 13,121 | $4.0M |
| Farnam Financial LLC | 2.90% | Add +7.0% | 13,118 | $4.0M |
| Lynx Investment Advisory | 1.30% | Add +546.0% | 13,075 | $4.0M |
| Creative Financial Designs Inc. | 0.19% | Add +6.9% | 13,067 | $4.0M |
| Regal Investment Advisors LLC | 0.21% | Reduce -0.4% | 13,019 | $3.9M |
| Hall Capital Management Co. Inc. | 1.23% | Add +105.9% | 13,015 | $3.9M |
| Retirement Planning Group, LLC | 0.10% | Add +4.5% | 12,998 | $3.9M |
| Sei Investments Co. | 0.00% | Reduce -26.4% | 12,975 | $3.9M |
| Farmers & Merchants Investments Inc. | 0.10% | Reduce -11.3% | 12,929 | $3.9M |
| Orin Green Financial, LLC | 1.45% | Reduce -1.4% | 12,928 | $3.9M |
| Monument Group Wealth Advisors, LLC | 1.88% | Reduce -7.1% | 12,891 | $3.9M |
| N.E.W. Advisory Services LLC | 0.26% | Add +0.9% | 12,862 | $3.9M |
| Causey Wealth LLC | 1.52% | Reduce -1.0% | 12,851 | $3.9M |
| Parsons Capital Management Inc. | 0.18% | Add +26.6% | 12,814 | $3.9M |
| Endeavor Private Wealth, Inc. | 0.94% | Reduce -10.3% | 12,814 | $3.9M |
| Bragg Financial Advisors, Inc | 0.10% | Reduce -0.3% | 12,801 | $3.9M |
| West Financial Advisors, LLC | 0.59% | Reduce -2.4% | 12,796 | $3.9M |
| Gradient Capital Advisors, LLC | 0.90% | Reduce -1.2% | 12,790 | $3.9M |
| Tandem Financial, LLC | 1.24% | Add +3.5% | 12,742 | $3.9M |
| Tritonpoint Wealth, LLC | 0.38% | Reduce -0.1% | 12,708 | $3.9M |
| Marble Harbor Investment Counsel, LLC | 0.39% | Reduce -0.8% | 12,662 | $3.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | Add +4.3% | 12,591 | $3.8M |
| Old North State Wealth Management, LLC | 1.62% | Reduce -2.7% | 12,520 | $3.8M |
| Objective Capital Management, LLC | 3.37% | Reduce -1.7% | 12,526 | $3.8M |
| Horizon Family Wealth, Inc. | 1.73% | Reduce -1.7% | 12,510 | $3.8M |
| HUB Investment Partners, LLC | 0.07% | Add +55.5% | 12,500 | $3.8M |
| Edmond DE Rothschild Holding S.A. | 0.05% | No change | 12,500 | $3.8M |
| HighPoint Advisor Group LLC | 0.13% | Reduce -0.5% | 12,357 | $3.7M |
| Capital Analysts, LLC | 0.09% | Add +9.4% | 12,255 | $3.7M |
| Scott & Selber, Inc. | 0.78% | No change | 12,245 | $3.7M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.55% | Add +2.7% | 12,203 | $3.7M |
| Gainplan LLC | 1.44% | Reduce -0.3% | 12,087 | $3.7M |
| Nadler Financial Group, Inc. | 0.31% | Reduce -0.3% | 12,080 | $3.7M |
| Astoria Strategic Wealth, Inc. | 0.83% | Reduce -0.6% | 12,038 | $3.6M |
| Sax Wealth Advisors, LLC | 0.15% | Add +16.9% | 13,891 | $3.6M |
| Allegheny Financial Group | 0.38% | Add +2.2% | 11,918 | $3.6M |
| Brown Brothers Harriman & Co. | 0.02% | Add +153.1% | 11,902 | $3.6M |
| Wick Capital Partners, LLC | 0.54% | Reduce -2.0% | 11,896 | $3.6M |
| Spartan Wealth Advisory Services LLC | 0.29% | Reduce -0.8% | 11,850 | $3.6M |
| Hummer Financial Advisory Services Inc | 2.35% | Add +0.3% | 11,802 | $3.6M |
| Investment Advisory Group, LLC | 0.78% | Reduce -0.2% | 11,793 | $3.6M |
| Strategic Family Wealth Counselors, L.L.C. | 0.83% | Add +5.5% | 11,773 | $3.6M |
| Daniel Investment Group, Inc. | 2.10% | — | 11,725 | $3.6M |
| Boyd Wealth Management, LLC | 1.34% | Reduce -0.3% | 11,679 | $3.5M |
| BOS Asset Management, LLC | 0.82% | Add +0.4% | 11,620 | $3.5M |
| Baron Financial Group, LLC | 1.68% | Add +0.6% | 11,614 | $3.5M |
| Diversified Trust Co. | 0.06% | Add +1.2% | 11,585 | $3.5M |
| Founders Grove Wealth Partners, LLC | 0.70% | Reduce -0.1% | 11,580 | $3.5M |
| Hexagon Capital Partners LLC | 0.49% | Reduce -10.8% | 11,557 | $3.5M |
| PAX Financial Group, LLC | 0.52% | Reduce -7.3% | 11,555 | $3.5M |
| Asset One Wealth Management LLC | 0.37% | Add +1.1% | 11,761 | $3.5M |
| Canvas Wealth Advisors, LLC | 0.49% | Reduce -3.5% | 11,508 | $3.5M |
| First National Bank of Omaha | 0.10% | No change | 11,470 | $3.5M |
| Kirtland Hills Capital Management, LLC | 0.99% | Add +0.5% | 11,457 | $3.5M |
| Rebalance, LLC | 0.18% | Reduce -1.2% | 11,452 | $3.5M |
| Washington Trust Advisors, Inc. | 0.26% | Reduce -0.2% | 11,424 | $3.5M |
| Tailwinds Wealth, LLC | 2.04% | New | 11,413 | $3.5M |
| Alesco Advisors, LLC, An ESL Co | 0.08% | Reduce -4.5% | 11,365 | $3.4M |
| B. Riley Wealth Advisors, Inc. | 0.19% | Reduce -0.8% | 11,398 | $3.4M |
| Roth Financial Partners LLC | 1.02% | Reduce -0.8% | 11,300 | $3.4M |
| Galvin, Gaustad & Stein, LLC | 0.26% | Reduce -2.3% | 11,272 | $3.4M |
| SkyOak Wealth, LLC | 0.56% | Add +0.5% | 11,233 | $3.4M |
| Smith, Moore & Co. | 0.22% | Reduce -0.1% | 11,228 | $3.4M |
| Gibson Wealth Advisors LLC | 2.12% | Reduce -2.8% | 11,205 | $3.4M |
| Graves Light Lenhart Wealth, Inc. | 0.32% | Reduce -0.1% | 11,182 | $3.4M |
| Beam Wealth Advisors, Inc. | 0.75% | Reduce -1.1% | 11,150 | $3.4M |
| Financial Planning Fort Collins, LLC | 2.66% | Reduce -3.3% | 11,297 | $3.4M |
| Pitcairn Wealth Advisors LLC | 0.37% | Add +512.4% | 11,122 | $3.4M |
| SHUTTLEWORTH & Co | 2.69% | Add +3.2% | 11,107 | $3.4M |
| Focus Financial Network, Inc. | 0.10% | Add +14.0% | 11,079 | $3.4M |
| Narus Financial Partners, LLC | 0.86% | Reduce -5.0% | 11,065 | $3.4M |
| Level Financial Advisors | 0.75% | Add +16.1% | 11,031 | $3.3M |
| Michelson Medical Research Foundation, Inc. | 3.08% | No change | 11,010 | $3.3M |
| McNamara Financial Services, Inc. | 0.57% | Reduce -1.3% | 10,977 | $3.3M |
| JFS Wealth Advisors, LLC | 0.17% | Reduce -1.8% | 10,937 | $3.3M |
| Hohimer Wealth Management, LLC | 0.34% | Add +16.0% | 10,934 | $3.3M |
| Pension & Wealth Management Advisors, Inc. | 0.89% | Reduce -1.1% | 10,933 | $3.3M |
| City State Bank | 0.76% | Add +4.9% | 10,916 | $3.3M |
| Investment Research & Advisory Group, Inc. | 1.02% | Add +4.6% | 10,911 | $3.3M |
| Maridea Wealth Management LLC | 0.36% | New | 10,847 | $3.3M |
| Summit Wealth Partners, LLC | 0.47% | Reduce -2.0% | 10,831 | $3.3M |
| Westside Investment Management, Inc. | 0.43% | Add +0.4% | 10,802 | $3.3M |
| Intrinsic Value Partners, LLC | 2.23% | Add +1.9% | 10,785 | $3.3M |
| Encompass Wealth Advisors, LLC | 0.99% | Reduce -0.2% | 10,766 | $3.3M |
| Strategic Equity Management | 1.09% | Reduce -4.6% | 10,745 | $3.3M |
| Choate Investment Advisors | 0.06% | No change | 10,744 | $3.3M |
| Wilmington Savings Fund Society, FSB | 0.07% | Reduce -1.8% | 10,670 | $3.2M |
| Welch & Forbes LLC | 0.04% | No change | 10,666 | $3.2M |
| Strategic Blueprint, LLC | 0.16% | Reduce -2.3% | 10,658 | $3.2M |
| New England Private Wealth Advisors LLC | 0.31% | Add +0.3% | 10,930 | $3.2M |
| Greenup Street Wealth Management LLC | 0.39% | Reduce -11.3% | 10,625 | $3.2M |
| Heritage Trust Co | 0.28% | Reduce -0.3% | 10,600 | $3.2M |
| Planwiser Financial, LLC | 2.23% | Add +65.2% | 10,599 | $3.2M |
| Osbon Capital Management LLC | 2.52% | Reduce -20.7% | 10,589 | $3.2M |
| Tanager Wealth Management LLP | 0.28% | Reduce -2.1% | 10,555 | $3.2M |
| Octavia Wealth Advisors, LLC | 0.28% | Add +1.1% | 10,548 | $3.2M |
| Paragon Capital Management Inc. | 2.39% | Reduce -2.0% | 10,539 | $3.2M |
| Columbia River Financial Group, LLC | 1.72% | Reduce -6.9% | 10,534 | $3.2M |
| BTC Capital Management, Inc. | 0.19% | No change | 10,526 | $3.2M |
| Soltis Investment Advisors LLC | 0.18% | Add +0.3% | 10,488 | $3.2M |
| Kitching Partners, LLC | 2.73% | Add +24.1% | 10,463 | $3.2M |
| First Citizens Bank & Trust Co. | 0.05% | Add +11.7% | 10,458 | $3.2M |
| Viewpoint Capital Management LLC | 1.61% | No change | 10,453 | $3.2M |
| Klingman & Associates, LLC | 0.13% | Reduce -0.4% | 10,421 | $3.2M |
| Brighton Securities Corp. | 1.36% | Add +3.4% | 10,409 | $3.2M |
| Parker Financial LLC | 1.15% | Reduce -5.5% | 10,409 | $3.2M |
| Pacific Financial Group Inc. | 1.51% | Reduce -3.8% | 10,385 | $3.1M |
| Blue Edge Capital, LLC | 0.38% | No change | 1,038 | $3.1M |
| Fairway Wealth LLC | 0.72% | Add +4.3% | 10,349 | $3.1M |
| Capital Investment Advisors, LLC | 0.04% | Reduce -0.4% | 10,294 | $3.1M |
| Brookwood Investment Group LLC | 0.36% | Reduce -9.0% | 10,262 | $3.1M |
| Simmons Bank | 0.18% | Add +7.2% | 10,244 | $3.1M |
| Oxford Financial Group, LTD. LLC | 0.16% | Reduce -6.1% | 10,201 | $3.1M |
| Phillips Financial Management, LLC | 0.23% | Reduce -14.0% | 10,166 | $3.1M |
| Coppell Advisory Solutions LLC | 0.25% | New | 2,241 | $3.1M |
| Fiduciary Financial Advisors | 0.31% | New | 10,082 | $3.1M |
| Legacy Edge Advisors, LLC | 0.28% | Add +1.2% | 10,056 | $3.0M |
| Elevated Capital Advisors, LLC | 0.84% | Add +4.0% | 10,051 | $3.0M |
| DecisionPoint Financial, LLC | 0.56% | Reduce -1.5% | 10,086 | $3.0M |
| Columbus Macro, LLC | 0.30% | Reduce -0.3% | 10,026 | $3.0M |
| Northstar Financial Companies, Inc. | 2.05% | Reduce -0.4% | 10,019 | $3.0M |
| Nvest Financial, LLC | 0.96% | Add +12.0% | 9,983 | $3.0M |
| Legacy Advisors, LLC | 0.28% | Add +1.0% | 9,884 | $3.0M |
| Waters Parkerson & Co., LLC | 0.15% | Reduce -3.2% | 9,879 | $3.0M |
| Leo H. Evart, Inc. | 2.36% | Add +4.0% | 9,876 | $3.0M |
| Elser Financial Planning, Inc | 0.13% | Add +22.7% | 9,849 | $3.0M |
| Radnor Capital Management, LLC | 0.42% | No change | 9,827 | $3.0M |
| Washington Trust Bank | 0.21% | Reduce -41.1% | 9,754 | $3.0M |
| Summit Wealth & Retirement Planning, Inc. | 0.63% | Add +1.3% | 9,754 | $3.0M |
| Guardian Wealth Advisors, LLC / NC | 0.17% | Add +4.0% | 9,672 | $2.9M |
| Scotia Capital Inc. | 0.01% | Reduce -1.2% | 9,663 | $2.9M |
| Principle Wealth Partners LLC | 0.14% | Add +0.2% | 9,658 | $2.9M |
| Topel & Distasi Wealth Management, LLC | 1.41% | Reduce -8.3% | 9,652 | $2.9M |
| Security Financial Services, INC. | 0.41% | Reduce -6.8% | 9,651 | $2.9M |
| Joseph P. Lucia & Associates, LLC | 0.88% | Reduce -1.4% | 9,643 | $2.9M |
| Foundations Investment Advisors, LLC | 0.03% | Add +1.1% | 9,642 | $2.9M |
| Vontobel Holding Ltd. | 0.01% | Reduce -1.4% | 9,596 | $2.9M |
| Red Crane Wealth Management, LLC | 2.12% | Reduce -2.8% | 9,521 | $2.9M |
| Wealthspan Partners, LLC | 0.91% | Add +1.0% | 9,520 | $2.9M |
| Operose Advisors LLC | 0.56% | Add +1.3% | 9,480 | $2.9M |
| Argonautica Private Wealth Management, Inc. | 0.70% | Add +0.5% | 9,478 | $2.9M |
| Western Wealth Management, LLC | 0.09% | Add +0.1% | 9,466 | $2.9M |
| Callan Family Office, LLC | 0.06% | Add +21.4% | 9,454 | $2.9M |
| Clear Creek Financial Management, LLC | 0.18% | Add +7.6% | 9,418 | $2.9M |
| Mitchell Sinkler & Starr | 1.19% | Add +3.0% | 9,395 | $2.8M |
| Integrity Alliance, Llc. | 0.09% | Add +13.6% | 9,341 | $2.8M |
| SWP Financial LLC | 1.30% | Reduce -0.8% | 9,300 | $2.8M |
| Mission Creek Capital Partners, Inc. | 0.50% | Add +32.9% | 9,300 | $2.8M |
| Fiduciary Family Office, LLC | 0.70% | Add +0.9% | 9,287 | $2.8M |
| Highline Wealth Partners LLC | 0.57% | Add +0.8% | 9,267 | $2.8M |
| MY Wealth Management Inc. | 1.97% | Reduce -45.9% | 9,243 | $2.8M |
| Peoples Financial Services Corp. | 1.21% | Add +2.7% | 9,234 | $2.8M |
| Bailard, Inc. | 0.06% | No change | 9,233 | $2.8M |
| Moneywise, Inc. | 1.04% | Reduce -2.5% | 9,197 | $2.8M |
| Kintra Wealth, LLC | 0.15% | Add +123.0% | 9,021 | $2.8M |
| Onyx Bridge Wealth Group LLC | 0.25% | Add +2.2% | 9,166 | $2.8M |
| Silverlake Wealth Management LLC | 0.53% | Reduce -1.0% | 9,119 | $2.8M |
| Infinity Wealth Counsel, LLC | 2.23% | Add +1.0% | 9,108 | $2.8M |
| MassMutual Private Wealth & Trust, FSB | 0.07% | Reduce -1.3% | 9,095 | $2.8M |
| Conning Inc. | 0.09% | No change | 9,084 | $2.8M |
| Thrive Capital Management, LLC | 0.52% | Add +37.6% | 9,045 | $2.7M |
| Moisand Fitzgerald Tamayo, LLC | 0.27% | Add +0.9% | 9,034 | $2.7M |
| Goelzer Investment Management, Inc. | 0.12% | Reduce -4.7% | 9,020 | $2.7M |
| 49 Wealth Management, LLC | 0.52% | Add +433.6% | 8,928 | $2.7M |
| Alongside, LLC | 0.52% | — | 8,928 | $2.7M |
| Gainline Financial Partners, LLC | 2.53% | — | 8,926 | $2.7M |
| Keel Point, LLC | 0.16% | Add +51.9% | 8,924 | $2.7M |
| PFG Investments, LLC | 0.10% | Add +1.5% | 8,908 | $2.7M |
| Strategies Wealth Advisors, LLC | 0.24% | Reduce -5.5% | 8,880 | $2.7M |
| Eclectic Associates Inc. | 0.30% | Reduce -0.5% | 8,781 | $2.7M |
| CGN Advisors LLC | 0.19% | Reduce -0.9% | 8,772 | $2.7M |
| Dorsey & Whitney Trust CO LLC | 0.13% | Reduce -0.7% | 8,707 | $2.6M |
| Optas, LLC | 0.37% | Reduce -7.6% | 8,656 | $2.6M |
| Evermay Wealth Management LLC | 0.27% | Reduce -28.6% | 8,656 | $2.6M |
| Holos Integrated Wealth LLC | 1.22% | Reduce -1.2% | 8,744 | $2.6M |
| BCS Private Wealth Management, Inc. | 0.78% | No change | 8,529 | $2.6M |
| John W. Brooker & Co., CPAs | 3.12% | Add +77.4% | 8,528 | $2.6M |
| Cypress Point Wealth Management, LLC | 0.52% | No change | 8,500 | $2.6M |
| BCS Wealth Management | 0.46% | Add +2.9% | 8,492 | $2.6M |
| Beaumont Financial Advisors, LLC | 0.16% | Reduce -2.2% | 8,470 | $2.6M |
| Moneco Advisors, LLC | 0.16% | Reduce -2.5% | 8,457 | $2.6M |
| Flagstar Securities, Inc. | 0.77% | Add +26.8% | 8,452 | $2.6M |
| Fortitude Family Office, LLC | 0.50% | Reduce -6.1% | 8,418 | $2.6M |
| Empowered Funds, LLC | 0.01% | Reduce -33.1% | 8,415 | $2.6M |
| St. Louis Trust Co | 0.29% | Reduce -2.5% | 48,132 | $2.5M |
| Schneider Downs Wealth Management Advisors, LP | 0.24% | Add +3.5% | 8,369 | $2.5M |
| VestGen Investment Management | 1.34% | Add +19.0% | 8,357 | $2.5M |
| Boston Research & Management Inc. | 0.57% | Reduce -0.2% | 8,343 | $2.5M |
| AssuredPartners Investment Advisors, LLC | 0.25% | Add +8.9% | 8,339 | $2.5M |
| Advisors Capital Management, LLC | 0.03% | Reduce -6.8% | 8,310 | $2.5M |
| TPG Financial Advisors, LLC | 0.75% | Add +7.0% | 8,301 | $2.5M |
| Affinity Capital Advisors, LLC | 0.31% | Add +0.1% | 8,341 | $2.5M |
| Pachira Investments Inc. | 0.95% | Add +28.5% | 8,293 | $2.5M |
| Pine Valley Investments Ltd Liability Co | 0.11% | No change | 8,215 | $2.5M |
| Bluespring Wealth Management, LLC | 0.05% | Add +671.5% | 8,209 | $2.5M |
| Stock Yards Bank & Trust Co. | 0.07% | Reduce -21.4% | 8,142 | $2.5M |
| Morton Brown Family Wealth, LLC | 0.56% | Reduce -0.1% | 8,099 | $2.5M |
| Lord & Richards Wealth Management, LLC | 1.92% | Add +4.1% | 8,098 | $2.5M |
| MidAtlantic Capital Management, Inc. | 1.52% | Reduce -0.1% | 8,065 | $2.4M |
| Essex Bank | 0.53% | Add +2.5% | 8,039 | $2.4M |
| Beaird Harris Wealth Management, LLC | 0.15% | Add +0.1% | 8,032 | $2.4M |
| Aprio Wealth Management, LLC | 0.12% | Add +36.9% | 8,029 | $2.4M |
| Rhumbline Advisers | 0.00% | Reduce -42.5% | 8,015 | $2.4M |
| Financial Planning Hawaii, Inc. | 1.30% | Add +0.0% | 7,991 | $2.4M |
| NBH Bank | 1.02% | — | 7,984 | $2.4M |
| GC Wealth Management RIA, LLC | 0.14% | Add +4.0% | 7,971 | $2.4M |
| Silvercrest Asset Management Group LLC | 0.02% | Add +6.6% | 7,956 | $2.4M |
| Revolve Wealth Partners, LLC | 0.25% | Add +0.6% | 7,945 | $2.4M |
| Mountain Hill Investment Partners Corp. | 1.36% | Add +0.1% | 7,924 | $2.4M |
| SOA Wealth Advisors, LLC. | 0.40% | Reduce -17.0% | 7,918 | $2.4M |
| Canal Capital Management, LLC | 0.29% | No change | 7,916 | $2.4M |
| Gryphon Financial Partners LLC | 0.22% | Add +3.6% | 7,898 | $2.4M |
| Cornerstone Advisors Asset Management, LLC | 0.31% | Reduce -6.7% | 7,880 | $2.4M |
| TCI Wealth Advisors, Inc. | 0.10% | Add +2.5% | 7,880 | $2.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.24% | Reduce -57.2% | 7,831 | $2.4M |
| Tower Bridge Advisors | 0.21% | Add +0.6% | 7,730 | $2.3M |
| McCarter Private Wealth Services LLC | 0.81% | Reduce -11.8% | 7,702 | $2.3M |
| FDx Advisors, Inc. | 0.70% | Reduce -3.8% | 7,701 | $2.3M |
| Hunter Associates Investment Management LLC | 0.27% | Add +3.2% | 7,632 | $2.3M |
| Sowell Financial Services LLC | 0.08% | Add +8.9% | 7,676 | $2.3M |
| Sfm, LLC | 1.19% | Add +6.9% | 7,673 | $2.3M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | Reduce -0.8% | 7,668 | $2.3M |
| Sawgrass Asset Management LLC | 0.31% | No change | 7,640 | $2.3M |
| Pennsylvania Capital Management Inc. | 0.59% | Add +0.0% | 7,619 | $2.3M |
| Peak Asset Management, LLC | 0.34% | Add +3.7% | 7,616 | $2.3M |
| LifePlan Investment Advisors, Inc. | 0.79% | Add +4.1% | 7,611 | $2.3M |
| Neuberger Berman Group LLC | 0.00% | Reduce -1.4% | 7,579 | $2.3M |
| Steffes Financial, Ltd. | 0.99% | Add +14.8% | 7,578 | $2.3M |
| Sierra Capital LLC | 0.22% | No change | 7,550 | $2.3M |
| Noble Wealth Management PBC | 1.04% | Reduce -7.6% | 7,539 | $2.3M |
| Market Street Wealth Management Advisors LLC | 0.32% | No change | 7,515 | $2.3M |
| Howland Capital Management LLC | 0.08% | No change | 7,456 | $2.3M |
| Avidian Wealth Enterprises, LLC | 0.06% | Add +147.9% | 7,430 | $2.3M |
| Advocate Group LLC | 0.34% | Reduce -9.1% | 7,364 | $2.2M |
| Ironwood Financial, llc | 0.35% | Add +2.3% | 7,519 | $2.2M |
| Rockbridge Investment Management, LCC | 0.18% | Add +0.3% | 7,343 | $2.2M |
| New England Asset Management Inc. | 0.27% | No change | 7,340 | $2.2M |
| Opulen Financial Group LLC | 1.39% | Add +1.9% | 7,279 | $2.2M |
| Summit Investment Advisory Services, LLC | 0.55% | Add +0.2% | 7,259 | $2.2M |
| United Financial Planning Group LLC | 1.12% | Reduce -2.8% | 7,245 | $2.2M |
| Lake Street Private Wealth, LLC | 0.25% | Add +3.5% | 7,219 | $2.2M |
| Duncker Streett & Co. Inc. | 0.37% | Add +0.3% | 7,195 | $2.2M |
| Ofc Financial Planning, LLC | 1.94% | Add +6.8% | 7,188 | $2.2M |
| Private Wealth Advisors, LLC | 0.65% | Reduce -0.3% | 7,173 | $2.2M |
| Park National Corp. | 0.06% | Reduce -5.3% | 7,166 | $2.2M |
| Capital City Trust Co. | 0.45% | Add +14.4% | 7,145 | $2.2M |
| Valley Forge Investment Consultants Inc. Adv | 0.56% | Reduce -1.1% | 7,128 | $2.2M |
| Colonial Trust Co / SC | 0.27% | Add +0.0% | 7,115 | $2.2M |
| Manuka Financial, LLC | 1.12% | Add +0.2% | 7,105 | $2.2M |
| GW&K Investment Management, LLC | 0.02% | Add +7.6% | 7,101 | $2.2M |
| Trust Co. of Vermont | 0.08% | — | 7,083 | $2.1M |
| Bearing Point Capital, LLC | 0.29% | Add +0.0% | 7,079 | $2.1M |
| Traveka Wealth, LLC | 0.71% | No change | 7,028 | $2.1M |
| O'Connor Financial Group LLC | 0.75% | Reduce -1.6% | 7,014 | $2.1M |
| Kovack Advisors, Inc. | 0.10% | Reduce -2.5% | 7,023 | $2.1M |
| Cranbrook Wealth Management, LLC | 0.40% | Reduce -1.4% | 6,986 | $2.1M |
| 21 West Wealth Management LLC | 1.81% | Reduce -0.6% | 6,976 | $2.1M |
| Collective Family Office LLC | 0.43% | Add +4.5% | 6,967 | $2.1M |
| Cahill Financial Advisors Inc. | 0.20% | Reduce -4.1% | 6,964 | $2.1M |
| Bridgewealth Advisory Group, LLC | 0.40% | Reduce -0.4% | 6,941 | $2.1M |
| Carl P. Sherr & Co., LLC | 0.88% | Add +5.7% | 6,911 | $2.1M |
| Sightline Wealth Advisors, LLC | 0.77% | Reduce -0.6% | 6,909 | $2.1M |
| Tillman Hartley LLC | 0.47% | Reduce -0.9% | 6,906 | $2.1M |
| Aaron Wealth Advisors LLC | 0.11% | Add +3.7% | 6,890 | $2.1M |
| Clarity Capital Advisors, LLC | 0.88% | Add +0.2% | 6,888 | $2.1M |
| SVB Wealth LLC | 0.13% | Reduce -16.8% | 6,874 | $2.1M |
| Sanchez Levi Garrett | 1.12% | Reduce -2.1% | 6,831 | $2.1M |
| Life Planning Partners, Inc | 1.54% | Reduce -21.8% | 6,829 | $2.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.23% | Reduce -2.1% | 6,814 | $2.1M |
| Berger Financial Group, Inc | 0.11% | Reduce -7.9% | 6,807 | $2.1M |
| Capital Squared Financial LLC | 1.35% | Add +1.5% | 6,793 | $2.1M |
| Retirement Planning Co of New England, Inc. | 0.74% | Reduce -2.6% | 6,752 | $2.0M |
| SHP Wealth Management | 0.14% | Add +34.6% | 6,752 | $2.0M |
| Flputnam Investment Management Co. | 0.02% | Reduce -4.6% | 6,748 | $2.0M |
| Geneos Wealth Management Inc. | 0.04% | Add +6.1% | 6,744 | $2.0M |
| Maryland Capital Advisors Inc. | 0.65% | — | 6,728 | $2.0M |
| Capstone Wealth Management Group, Inc. | 1.23% | — | 6,727 | $2.0M |
| Partners in Financial Planning | 0.31% | Add +0.1% | 6,723 | $2.0M |
| Retirement Guys Formula LLC | 0.77% | Add +0.6% | 6,771 | $2.0M |
| Cadent Capital Advisors, LLC | 0.42% | Reduce -8.2% | 6,711 | $2.0M |
| Anderson Hoagland & Co. | 0.16% | Reduce -9.2% | 6,695 | $2.0M |
| Strategic Advisory Partners, LLC | 1.43% | Reduce -0.2% | 6,666 | $2.0M |
| Verus Capital Partners, LLC | 0.11% | Reduce -1.5% | 6,658 | $2.0M |
| Perennial Investment Advisors, LLC | 0.13% | Reduce -1.6% | 6,655 | $2.0M |
| Revisor Wealth Management LLC | 0.48% | Add +4.5% | 6,657 | $2.0M |
| Anchor Investment Management, LLC | 0.15% | Add +0.7% | 6,650 | $2.0M |
| Sachem Hill LLC | 0.36% | Reduce -0.9% | 6,641 | $2.0M |
| Lowe Brockenbrough & Co. Inc. | 0.09% | Reduce -0.3% | 6,607 | $2.0M |
| Investment Partners, LTD. | 0.62% | Reduce -0.4% | 6,586 | $2.0M |
| Sovran Advisors, LLC | 0.15% | Add +0.2% | 6,671 | $2.0M |
| Opus Financial Solutions LLC | 1.60% | Reduce -0.1% | 6,557 | $2.0M |
| Pioneer Wealth Management Group | 0.48% | Reduce -4.6% | 6,550 | $2.0M |
| Gray Private Wealth, LLC | 0.86% | Add +0.0% | 6,535 | $2.0M |
| Lanark Financial, Inc. | 0.13% | Add +4.3% | 6,497 | $2.0M |
| Lodestar Private Asset Management LLC | 0.17% | Add +6.9% | 6,491 | $2.0M |
| Muirfield Wealth Advisors LLC | 1.28% | Add +3.8% | 6,483 | $2.0M |
| Pacific Sun Financial Corp | 0.81% | Reduce -0.3% | 6,474 | $2.0M |
| Patron Partners, LLC | 0.75% | Add +2.9% | 6,468 | $2.0M |
| Lavelle Capital LP | 0.99% | Add +0.1% | 6,455 | $2.0M |
| Fearless Solutions, LLC dba Best Invest | 1.03% | Reduce -1.5% | 6,449 | $2.0M |
| Mittelman Wealth Management | 1.29% | Reduce -84.2% | 1,848 | $1.9M |
| Wisconsin Wealth Advisors, LLC | 1.67% | Add +2.4% | 6,419 | $1.9M |
| Traynor Capital Management, Inc. | 0.09% | Reduce -1.8% | 6,413 | $1.9M |
| Storen Legacy Partners, LLC | 0.53% | Reduce -3.2% | 6,408 | $1.9M |
| Westview Management dba Westview Investment Advisors | 0.95% | Add +6.8% | 6,407 | $1.9M |
| Cibc World Market Inc. | 0.00% | Reduce -7.7% | 6,397 | $1.9M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -93.5% | 6,377 | $1.9M |
| USAdvisors Wealth Management, LLC | 0.55% | Add +3.3% | 6,368 | $1.9M |
| Embree Financial Group | 0.19% | Reduce -14.9% | 6,337 | $1.9M |
| Smithbridge Asset Management Inc. | 0.26% | Reduce -22.2% | 6,336 | $1.9M |
| HCR Wealth Advisors | 0.17% | Add +0.0% | 6,331 | $1.9M |
| Secure Asset Management, LLC | 0.27% | Add +3.9% | 6,315 | $1.9M |
| Summit Global Investments | 0.10% | Add +18.6% | 6,303 | $1.9M |
| Wiser Advisor Group LLC | 2.09% | Reduce -9.0% | 6,294 | $1.9M |
| Lee Financial Co | 0.24% | No change | 6,290 | $1.9M |
| Dimension Capital Management LLC | 0.22% | No change | 6,275 | $1.9M |
| Compass Financial Group, INC | 0.22% | Reduce -1.2% | 6,273 | $1.9M |
| Jeppson Wealth Management, LLC | 0.56% | Reduce -1.2% | 6,268 | $1.9M |
| Bath Savings Trust Co | 0.20% | Add +41.6% | 6,229 | $1.9M |
| Greenleaf Trust | 0.02% | Reduce -4.6% | 6,223 | $1.9M |
| Westover Capital Advisors, LLC | 0.31% | Reduce -0.1% | 6,201 | $1.9M |
| Williams Jones Wealth Management, LLC. | 0.02% | Reduce -2.2% | 6,194 | $1.9M |
| Downshift Financial, LLC | 0.85% | Reduce -0.8% | 6,187 | $1.9M |
| Pines Wealth Management, LLC | 0.54% | Add +5.8% | 6,184 | $1.9M |
| Seven Springs Wealth Group, LLC | 0.42% | No change | 6,171 | $1.9M |
| Berkeley Capital Partners, LLC | 0.38% | Reduce -0.3% | 6,150 | $1.9M |
| Quadrant Capital Group LLC | 0.05% | No change | 6,145 | $1.9M |
| Pacific Excel Wealth Advisors, Inc. | 0.72% | New | 6,137 | $1.9M |
| Heritage Family Offices, LLP | 0.72% | Add +59.9% | 6,137 | $1.9M |
| Jim Saulnier & Associates, LLC | 0.75% | Add +193.6% | 6,136 | $1.9M |
| Luminist Capital LLC | 2.10% | Add +7.0% | 6,127 | $1.9M |
| Tranquility Partners, LLC | 0.63% | Add +0.7% | 6,093 | $1.8M |
| Calder Financial LLC | 1.73% | Reduce -9.1% | 6,057 | $1.8M |
| Rockwood Wealth Management, LLC | 0.12% | Add +3.8% | 6,049 | $1.8M |
| C M Bidwell & Associates Ltd. | 0.75% | Add +4.6% | 6,036 | $1.8M |
| Marquette Asset Management, LLC | 0.24% | Reduce -1.8% | 6,024 | $1.8M |
| Independence Bank of Kentucky | 0.21% | Reduce -0.5% | 6,020 | $1.8M |
| Main Street Financial Solutions, LLC | 0.12% | Reduce -0.2% | 6,000 | $1.8M |
| Romano Brothers and Company | 0.18% | No change | 5,995 | $1.8M |
| High Net Worth Advisory Group LLC | 0.39% | Reduce -3.1% | 5,991 | $1.8M |
| Kendall Capital Management | 0.30% | Add +0.7% | 5,953 | $1.8M |
| Bell Investment Advisors, Inc | 0.26% | Reduce -1.5% | 5,950 | $1.8M |
| Consultiva Wealth Management, Corp. | 4.06% | Add +36.5% | 5,945 | $1.8M |
| Planning Strategies Inc. | 1.12% | — | 5,930 | $1.8M |
| STAR Financial Bank | 0.73% | Reduce -1.4% | 5,917 | $1.8M |
| Fulton Bank, N.A. | 0.05% | Reduce -0.3% | 5,896 | $1.8M |
| Dogwood Wealth Management LLC | 0.70% | No change | 5,863 | $1.8M |
| SteelPeak Wealth, LLC | 0.05% | Add +22.1% | 5,854 | $1.8M |
| New Covenant Trust Company, N.A. | 1.34% | Add +5.6% | 5,850 | $1.8M |
| Global Wealth Management Investment Advisory, Inc. | 0.25% | Reduce -2.2% | 5,848 | $1.8M |
| Timbuktu Capital Management, LLC | 2.66% | — | 5,842 | $1.8M |
| Mustard Seed Financial, LLC | 0.92% | Add +1.6% | 5,833 | $1.8M |
| Transcend Capital Advisors, LLC | 0.12% | Reduce -0.5% | 5,832 | $1.8M |
| Uptick Partners, LLC | 0.27% | Add +2.2% | 5,822 | $1.8M |
| Madden Advisory Services, Inc. | 0.63% | Add +0.1% | 5,766 | $1.7M |
| MADDEN SECURITIES Corp | 0.49% | Reduce -25.8% | 5,763 | $1.7M |
| Lam Group, Inc. | 0.87% | No change | 5,750 | $1.7M |
| Cascade Financial Partners, LLC | 0.15% | Reduce -3.0% | 5,744 | $1.7M |
| GuidedMoney, LLC | 0.80% | No change | 5,731 | $1.7M |
| Tarbox Family Office, Inc. | 0.25% | Reduce -3.2% | 5,717 | $1.7M |
| World Equity Group, Inc. | 0.39% | Add +1.3% | 5,714 | $1.7M |
| Trinity Financial Advisors LLC | 0.44% | Add +9.3% | 5,691 | $1.7M |
| SigFig Wealth Management, LLC | 0.05% | Reduce -2.5% | 5,702 | $1.7M |
| Trivium Point Advisory, LLC | 0.16% | Add +21.2% | 5,668 | $1.7M |
| First Horizon Corp. | 0.07% | Add +3.8% | 5,667 | $1.7M |
| Clifford Swan Investment Counsel LLC | 0.06% | Add +0.5% | 5,654 | $1.7M |
| Graetz Wealth LLC | 1.36% | Add +1.7% | 5,639 | $1.7M |
| Private Trust Co. NA | 0.14% | Reduce -14.3% | 5,599 | $1.7M |
| Stone Loft Wealth Management LLC | 0.97% | Add +0.1% | 5,712 | $1.7M |
| Lionshead Wealth Management, LLC | 1.10% | Add +3.2% | 5,597 | $1.7M |
| Aberdeen Wealth Management LLC | 0.81% | Reduce -14.8% | 5,568 | $1.7M |
| Amara Financial, Llc. | 1.01% | Add +0.3% | 5,562 | $1.7M |
| Everhart Financial Group, Inc. | 0.11% | Reduce -6.6% | 5,559 | $1.7M |
| 180 Wealth Advisors, LLC | 0.17% | Reduce -0.4% | 5,549 | $1.7M |
| Cooper Financial Group | 0.14% | Add +2.5% | 5,528 | $1.7M |
| Hilltop Holdings Inc. | 0.14% | Reduce -8.5% | 5,505 | $1.7M |
| Cornerstone Wealth Advisors, Inc. | 0.35% | Reduce -5.5% | 5,496 | $1.7M |
| Marshall Financial Group, LLC | 0.24% | Add +13.5% | 5,482 | $1.7M |
| Range Advisory, LLC | 0.20% | Add +39.2% | 5,472 | $1.7M |
| Fiduciary Alliance LLC | 0.11% | Add +5.0% | 5,471 | $1.7M |
| Wingate Wealth Advisors, Inc. | 0.73% | Add +5.0% | 5,451 | $1.7M |
| Meridian Investment Counsel Inc. | 0.35% | Reduce -17.6% | 5,444 | $1.7M |
| Tme Financial, Inc. | 1.02% | Add +12.8% | 5,443 | $1.6M |
| First Interstate Bank | 0.09% | Add +13.3% | 5,388 | $1.6M |
| Autumn Glory Partners, LLC | 0.46% | No change | 5,386 | $1.6M |
| King Wealth Management Group | 0.18% | No change | 5,381 | $1.6M |
| M3 Advisory Group, LLC | 0.84% | Add +7.7% | 5,360 | $1.6M |
| Cabot-Wellington, LLC | 0.43% | Add +0.1% | 5,360 | $1.6M |
| GTS Securities LLC | 0.03% | New | 5,358 | $1.6M |
| Spire Wealth Management | 0.05% | Reduce -2.3% | 5,339 | $1.6M |
| Cidel Asset Management Inc. | 0.08% | No change | 5,334 | $1.6M |
| WealthTrust Asset Management, LLC | 0.87% | Add +0.4% | 5,330 | $1.6M |
| Ranch Capital Advisors Inc. | 0.51% | Add +18.7% | 5,328 | $1.6M |
| Simplicity Wealth,LLC | 0.05% | Reduce -10.1% | 5,315 | $1.6M |
| Verdence Capital Advisors LLC | 0.08% | Add +13.3% | 5,308 | $1.6M |
| Defined Wealth Management, LLC | 0.83% | Reduce -1.5% | 5,307 | $1.6M |
| Selby Wealth Management, LLC | 0.57% | Reduce -0.4% | 5,300 | $1.6M |
| Topsail Wealth Management, LLC | 0.20% | Reduce -0.8% | 5,295 | $1.6M |
| Oak Wealth Advisors LLC | 0.77% | No change | 5,294 | $1.6M |
| Ascent Group, LLC | 0.05% | Reduce -12.3% | 5,261 | $1.6M |
| Capital Investment Advisory Services, LLC | 0.10% | Add +46.7% | 5,244 | $1.6M |
| Flagship Wealth Advisors, LLC | 0.36% | Add +27.8% | 5,237 | $1.6M |
| Strategic Wealth Advisors LLC | 1.35% | Reduce -0.1% | 6,133 | $1.6M |
| Asempa Wealth Advisors | 1.21% | Add +0.9% | 5,216 | $1.6M |
| Grove Street Fiduciary, LLC | 0.67% | No change | 5,210 | $1.6M |
| Beacon Advisors Holdings, LLC | 0.77% | Reduce -2.9% | 5,206 | $1.6M |
| JHP Wealth Management, LLC | 1.29% | Add +10.2% | 5,205 | $1.6M |
| FIDELIS iM, LLC | 0.54% | No change | 5,200 | $1.6M |
| Global Strategic Investment Solutions, LLC | 0.14% | Reduce -1.1% | 5,182 | $1.6M |
| Delta Financial Advisors LLC | 0.37% | Add +0.0% | 5,160 | $1.6M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -11.6% | 5,159 | $1.6M |
| Gibson Capital, LLC | 0.26% | Reduce -0.4% | 5,156 | $1.6M |
| Anchyra Partners LLC | 0.37% | Reduce -4.2% | 5,137 | $1.6M |
| Norris Perne & French LLP | 0.07% | Add +0.3% | 5,137 | $1.6M |
| Bond & Devick Financial Network, Inc. | 0.38% | Reduce -1.5% | 5,131 | $1.6M |
| Guardsman Private Capital Management, Inc. | 1.09% | No change | 5,130 | $1.6M |
| Nabity-Jensen Investment Management Inc | 0.95% | Reduce -1.2% | 5,120 | $1.6M |
| Mairs & Power Inc. | 0.01% | Reduce -11.9% | 5,114 | $1.6M |
| Mayflower Financial Advisors, LLC | 0.13% | Add +52.5% | 5,110 | $1.5M |
| Atlas Capital Advisors Inc. | 0.17% | Add +40.6% | 5,089 | $1.5M |
| Cohen Investment Advisors LLC | 0.69% | Add +4.5% | 5,070 | $1.5M |
| First Business Financial Services, Inc. | 0.12% | No change | 5,070 | $1.5M |
| Paulson Wealth Management Inc. | 0.32% | Reduce -0.1% | 5,046 | $1.5M |
| SwitchPoint Financial Planning, LLC | 0.88% | Reduce -1.1% | 5,041 | $1.5M |
| DBK Financial Counsel, LLC | 1.28% | Reduce -7.6% | 5,033 | $1.5M |
| Tred Avon Family Wealth, LLC | 0.47% | Reduce -25.4% | 5,014 | $1.5M |
| O'ROURKE & COMPANY, Inc | 0.53% | Add +0.8% | 4,994 | $1.5M |
| Sunburst Financial Group, LLC | 0.25% | Reduce -0.8% | 4,972 | $1.5M |
| Harmony Asset Management LLC | 0.40% | Add +5.2% | 4,959 | $1.5M |
| Addison Capital Co | 0.25% | Add +3.5% | 4,943 | $1.5M |
| Kroeger Financial Partners | 1.45% | — | 4,943 | $1.5M |
| Blue Trust, Inc. | 0.02% | Reduce -47.9% | 4,928 | $1.5M |
| Talon Private Wealth, LLC | 0.17% | New | 4,927 | $1.5M |
| Hourglass Capital, LLC | 0.29% | No change | 4,925 | $1.5M |
| Camelot Portfolios, LLC | 1.05% | Reduce -1.8% | 4,903 | $1.5M |
| North Star Investment Management Corp. | 0.08% | Reduce -2.8% | 4,901 | $1.5M |
| MorganRosel Wealth Management, LLC | 0.50% | Add +10.3% | 4,897 | $1.5M |
| Twin Focus Capital Partners, LLC | 0.15% | Reduce -2.7% | 4,894 | $1.5M |
| Capstone Wealth Management Group, LLC | 0.52% | Reduce -0.3% | 4,891 | $1.5M |
| Strategic Financial Partners, Ltd. | 0.56% | No change | 4,883 | $1.5M |
| Graney & King, LLC | 0.53% | Add +4.0% | 4,838 | $1.5M |
| Kennicott Capital Management LLC | 0.68% | Reduce -0.7% | 4,859 | $1.5M |
| Vicus Capital | 0.09% | Add +0.0% | 4,844 | $1.5M |
| GLR Partners, LLC | 0.68% | Add +7.2% | 4,833 | $1.5M |
| SC&H Financial Advisors, Inc. | 0.19% | Reduce -1.2% | 4,816 | $1.5M |
| Lincoln Capital LLC | 0.26% | Add +10.0% | 4,800 | $1.5M |
| NorthStar Asset Management LLC | 0.31% | Add +1.8% | 4,775 | $1.4M |
| Vilga Financial Planning LLC | 1.09% | No change | 4,763 | $1.4M |
| Upper Left Wealth Management, LLC | 0.80% | Add +12.2% | 4,756 | $1.4M |
| Beacon Financial Group | 0.13% | Reduce -0.4% | 4,723 | $1.4M |
| Sound Financial Strategies Group, LLC | 0.91% | Add +1.2% | 4,710 | $1.4M |
| Dagco, Inc. | 0.26% | Add +0.8% | 4,699 | $1.4M |
| Hegarty Advisors, LLC | 0.98% | Reduce -0.3% | 4,698 | $1.4M |
| Hiley Hunt Wealth Management | 0.56% | Add +0.0% | 4,692 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Reduce -1.3% | 4,690 | $1.4M |
| Luminvest Wealth Management LLC | 0.33% | Add +0.0% | 4,676 | $1.4M |
| Kiley Juergens Wealth Management, LLC | 0.22% | Reduce -1.2% | 4,670 | $1.4M |
| Sargent Investment Group, LLC | 0.17% | No change | 4,651 | $1.4M |
| Trevian Wealth Management LLC | 0.60% | Add +0.0% | 4,644 | $1.4M |
| Elm3 Financial Group, LLC | 0.96% | Add +1.6% | 4,631 | $1.4M |
| Blue Bell Private Wealth Management, LLC | 0.17% | No change | 4,617 | $1.4M |
| Richardson Financial Services Inc. | 0.79% | Reduce -6.1% | 4,617 | $1.4M |
| Plante Moran Financial Advisors, LLC | 0.07% | Reduce -3.0% | 4,608 | $1.4M |
| Pallas Capital Advisors LLC | 0.04% | Reduce -19.5% | 4,596 | $1.4M |
| 1ST Source Bank | 0.06% | Reduce -0.5% | 4,584 | $1.4M |
| Summa Corp. | 0.44% | No change | 4,577 | $1.4M |
| National Bank of Canada | 0.00% | Add +21.3% | 4,580 | $1.4M |
| Cornerstone Wealth Group, LLC | 0.08% | Add +2.6% | 4,570 | $1.4M |
| Bedel Financial Consulting, Inc. | 0.13% | Add +6.9% | 4,557 | $1.4M |
| Sunbeam Capital Management, LLC | 0.63% | Add +0.2% | 4,537 | $1.4M |
| Cassaday & Co Wealth Management LLC | 0.03% | No change | 4,527 | $1.4M |
| ATLas Financial Planning LLC | 1.11% | Reduce -0.9% | 4,507 | $1.4M |
| Oxbow Advisors, LLC | 0.11% | No change | 4,484 | $1.4M |
| Asset Dedication, LLC | 0.09% | Add +6.3% | 4,475 | $1.4M |
| National Philanthropic Trust | 0.02% | No change | 4,474 | $1.4M |
| Destiny Wealth Partners, LLC | 0.19% | Reduce -68.2% | 4,581 | $1.4M |
| Landmark Wealth Management, LLC | 0.32% | Add +0.3% | 4,455 | $1.4M |
| Confluence Wealth Services, Inc. | 0.04% | Add +2.8% | 4,450 | $1.3M |
| Granite Bay Wealth Management, LLC | 0.12% | Add +129.2% | 4,450 | $1.3M |
| Vista Investment Management | 0.41% | Reduce -1.6% | 4,433 | $1.3M |
| Corsicana & Co. | 0.65% | Add +13.3% | 4,432 | $1.3M |
| Ascent Advisors, LLC | 1.54% | Add +22.7% | 4,442 | $1.3M |
| TABR Capital Management, LLC | 1.14% | Add +2.9% | 4,398 | $1.3M |
| Cardiff Park Advisors, LLC | 0.10% | Add +0.3% | 4,398 | $1.3M |
| Fisher Asset Management | 0.00% | Add +2.2% | 4,376 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -4.4% | 4,355 | $1.3M |
| Freedom Financial Partners LLC | 0.43% | Reduce -3.8% | 4,354 | $1.3M |
| Asset Allocation & Management Company, LLC | 0.43% | No change | 4,345 | $1.3M |
| Centaurus Financial, Inc. | 0.05% | Add +6.1% | 4,341 | $1.3M |
| Carnegie Investment Counsel | 0.03% | Reduce -18.0% | 4,335 | $1.3M |
| Coastline Trust Co | 0.12% | Add +21.8% | 4,335 | $1.3M |
| Cannon Wealth Management Services, LLC | 0.72% | Reduce -0.7% | 4,331 | $1.3M |
| Truvestments Capital LLC | 0.19% | Add +62.4% | 4,787 | $1.3M |
| Catalyst Financial Partners LLC | 0.13% | Reduce -2.6% | 4,302 | $1.3M |
| Bank of Marin | 0.91% | No change | 4,300 | $1.3M |
| Post Resch Tallon Group Inc. | 0.90% | Add +6.0% | 4,276 | $1.3M |
| Founders Financial Alliance, LLC | 0.17% | Reduce -16.5% | 4,273 | $1.3M |
| Trust Co. of Toledo NA | 0.11% | Add +10.9% | 4,262 | $1.3M |
| Balboa Wealth Partners | 0.18% | Add +7.8% | 4,260 | $1.3M |
| Victory Financial Group, LLC | 0.14% | Add +48.7% | 4,259 | $1.3M |
| Stillwater Capital Advisors, LLC | 0.13% | No change | 4,250 | $1.3M |
| Harbor Group, Inc. | 0.15% | Reduce -2.0% | 4,237 | $1.3M |
| Biltmore Family Office, LLC | 0.17% | No change | 4,226 | $1.3M |
| Merrithew & Thorsten Inc | 1.08% | No change | 4,194 | $1.3M |
| Facet Wealth, Inc. | 0.02% | Reduce -5.0% | 4,184 | $1.3M |
| Washburn Capital Management, Inc. | 0.62% | Add +46.8% | 4,171 | $1.3M |
| Arrowroot Family Office, LLC | 0.36% | Reduce -1.9% | 4,167 | $1.3M |
| L.K. Benson & Company, P.C. | 0.38% | Add +0.1% | 4,164 | $1.3M |
| Tompkins Financial Corp. | 0.09% | Reduce -15.5% | 4,155 | $1.3M |
| 71 West Capital Partners | 0.04% | Add +1.6% | 4,140 | $1.3M |
| Independent Advisor Alliance | 0.03% | Reduce -93.9% | 4,135 | $1.3M |
| Armbruster Capital Management, Inc. | 0.19% | Reduce -2.7% | 4,134 | $1.3M |
| CPA Asset Management Group, LLC | 0.36% | No change | 4,117 | $1.2M |
| Security National Bank of So Dak | 0.58% | No change | 4,110 | $1.2M |
| Kuhn & Co Investment Counsel | 0.72% | Reduce -2.1% | 4,096 | $1.2M |
| Probity Advisors, Inc. | 0.18% | Reduce -10.9% | 4,096 | $1.2M |
| Newport Capital Group, LLC | 0.70% | Add +101.5% | 4,090 | $1.2M |
| Strategic Financial Concepts, LLC | 0.37% | Reduce -20.9% | 4,090 | $1.2M |
| Laurel Wealth Planning LLC | 0.55% | No change | 4,085 | $1.2M |
| Orcam Financial Group | 0.60% | New | 4,073 | $1.2M |
| Fiera Capital Corp | 0.00% | Reduce -3.1% | 4,071 | $1.2M |
| Liberty Wealth Management LLC | 0.15% | No change | 4,642 | $1.2M |
| Entrust Financial LLC | 0.80% | Reduce -3.0% | 4,068 | $1.2M |
| Rosenblum Silverman Sutton S F Inc. | 0.29% | Reduce -1.0% | 4,048 | $1.2M |
| Jag Capital Management, LLC | 0.12% | Reduce -12.6% | 4,045 | $1.2M |
| Naples Global Advisors, LLC | 0.08% | Reduce -0.3% | 4,042 | $1.2M |
| Donalies Financial Planning, LLC | 0.90% | Add +2.1% | 4,034 | $1.2M |
| GK Wealth Management LLC | 0.74% | New | 4,031 | $1.2M |
| Beese Fulmer Investment Management, Inc. | 0.07% | Reduce -1.8% | 4,010 | $1.2M |
| Financial Advisors Network, Inc. | 0.15% | Add +12.4% | 3,973 | $1.2M |
| FC Advisory LLC | 0.32% | Add +4.0% | 3,950 | $1.2M |
| Madison Wealth Partners, Inc | 0.15% | Add +9.8% | 3,942 | $1.2M |
| Lee Danner & Bass Inc. | 0.07% | Reduce -0.4% | 3,941 | $1.2M |
| Mosaic Family Wealth Partners, LLC | 0.08% | Reduce -17.2% | 3,940 | $1.2M |
| Geometric Wealth Advisors | 0.13% | No change | 3,938 | $1.2M |
| Disciplined Investments, LLC | 0.38% | Reduce -0.5% | 3,931 | $1.2M |
| Modus Advisors, LLC | 0.29% | Reduce -6.8% | 3,924 | $1.2M |
| Brio Consultants, LLC | 0.14% | Add +0.3% | 3,922 | $1.2M |
| Elevatus Welath Management | 0.29% | Add +25.4% | 3,915 | $1.2M |
| Fort Washington Investment Advisors Inc. | 0.01% | Add +11.9% | 3,901 | $1.2M |
| Piedmont Capital Management, LLC | 0.72% | No change | 3,900 | $1.2M |
| Absolute Capital Management, LLC | 0.29% | Reduce -11.4% | 3,881 | $1.2M |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -5.0% | 3,874 | $1.2M |
| Outbound Financial Inc | 0.76% | No change | 3,869 | $1.2M |
| Tudor Investment Corporation | 0.00% | New | 3,863 | $1.2M |
| GEM Asset Management, LLC | 0.46% | Add +0.2% | 3,853 | $1.2M |
| Innovative Wealth Building LLC | 0.68% | Reduce -1.7% | 3,849 | $1.2M |
| Millington Financial Advisors, LLC | 0.46% | Reduce -0.2% | 3,930 | $1.2M |
| Twin Peaks Wealth Advisors, LLC | 0.26% | Reduce -5.5% | 3,840 | $1.2M |
| Syon Capital LLC | 0.05% | New | 3,833 | $1.2M |
| Cordgrass Capital Advisors, LLC | 0.43% | Reduce -1.5% | 3,825 | $1.2M |
| Regatta Capital Group, LLC | 0.16% | Add +0.3% | 3,811 | $1.2M |
| Libra Wealth LLC | 0.29% | No change | 3,797 | $1.2M |
| Integrity Wealth Solutions LLC | 0.42% | Reduce -0.8% | 3,785 | $1.1M |
| Prospect Financial Services LLC | 0.58% | Add +153.8% | 3,748 | $1.1M |
| North Capital, Inc. | 0.86% | Add +0.3% | 3,740 | $1.1M |
| Keewaydin Investments LLC | 0.33% | No change | 3,722 | $1.1M |
| Stockman Wealth Management, Inc. | 0.12% | Reduce -16.5% | 3,719 | $1.1M |
| TFC Financial Management, Inc. | 0.12% | Reduce -61.5% | 3,710 | $1.1M |
| Valpey Financial Services, LLC | 0.67% | Reduce -1.8% | 3,690 | $1.1M |
| Heck Capital Advisors, LLC | 0.07% | Add +54.2% | 3,686 | $1.1M |
| Glassman Wealth Services | 0.13% | No change | 3,680 | $1.1M |
| Spirepoint Private Client, LLC | 0.09% | Add +12.8% | 3,673 | $1.1M |
| New Wave Wealth Advisors LLC | 0.30% | Add +13.8% | 3,668 | $1.1M |
| Snowwater Investment Partners, LLC | 0.77% | No change | 3,667 | $1.1M |
| Waterford Advisors, LLC | 0.30% | Reduce -0.6% | 3,634 | $1.1M |
| FreeGulliver LLC | 0.39% | Reduce -0.6% | 3,621 | $1.1M |
| V2 Financial group LLC | 0.41% | Add +0.1% | 3,616 | $1.1M |
| Pinnacle Wealth Planning Services, Inc. | 0.10% | Reduce -0.8% | 3,614 | $1.1M |
| BSW Wealth Partners | 0.12% | Reduce -8.8% | 3,608 | $1.1M |
| Townsquare Capital LLC | 0.20% | Add +14.3% | 3,600 | $1.1M |
| D'Orazio & Associates, Inc. | 0.13% | No change | 3,594 | $1.1M |
| GAMMA Investing LLC | 0.04% | Add +3.8% | 3,584 | $1.1M |
| Droms Strauss Advisors Inc. /Mo/ | 0.25% | Add +2.5% | 3,576 | $1.1M |
| Diversified Portfolios, Inc. | 0.08% | Reduce -4.3% | 3,560 | $1.1M |
| Shayne & Jacobs, LLC | 0.32% | Reduce -0.3% | 3,556 | $1.1M |
| Two Sigma Securities, LLC | 0.09% | New | 3,550 | $1.1M |
| Vista Investment Partners Ii, LLC | 0.42% | Add +0.6% | 3,544 | $1.1M |
| SeaCrest Wealth Management, LLC | 0.12% | Reduce -56.9% | 3,541 | $1.1M |
| River Wealth Advisors LLC | 0.11% | Reduce -2.5% | 3,534 | $1.1M |
| Quadcap Wealth Management, LLC | 0.10% | Add +3.1% | 3,534 | $1.1M |
| Heritage Wealth Management, Inc. | 0.27% | New | 3,533 | $1.1M |
| Fortis Capital Management LLC | 0.12% | Reduce -1.6% | 3,518 | $1.1M |
| Winthrop Capital Management, LLC | 0.26% | Add +1.9% | 3,513 | $1.1M |
| Eagle Bluffs Wealth Management LLC | 0.35% | Reduce -0.4% | 3,498 | $1.1M |
| Cannell & Spears LLC | 0.02% | Add +1.7% | 3,488 | $1.1M |
| Caldwell Trust Co | 0.09% | Add +1.3% | 3,484 | $1.1M |
| Blom & Howell Financial Planning, Inc. | 0.88% | Reduce -8.4% | 3,483 | $1.1M |
| Hantz Financial Services, Inc. | 0.01% | Add +195.4% | 3,480 | $1.1M |
| Oakworth Capital, Inc. | 0.05% | Add +2.4% | 3,482 | $1.1M |
| Grange Capital, LLC | 0.97% | Reduce -3.3% | 3,460 | $1.0M |
| Marex Group Ltd | 0.01% | New | 3,454 | $1.0M |
| DiNuzzo Private Wealth, Inc. | 0.10% | No change | 3,875 | $1.0M |
| Astoria Portfolio Advisors LLC. | 0.18% | Add +29.2% | 3,449 | $1.0M |
| Pearl Planning LLC | 0.48% | Add +0.1% | 3,445 | $1.0M |
| Segment Wealth Management, LLC | 0.05% | No change | 3,431 | $1.0M |
| Prosperity Consulting Group, LLC | 0.04% | Add +4.5% | 3,429 | $1.0M |
| Advyzon Investment Management, LLC | 0.08% | Add +5.5% | 3,423 | $1.0M |
| Pacific Point Advisors, LLC | 0.47% | Add +1.1% | 3,421 | $1.0M |
| Guyasuta Investment Advisors Inc. | 0.05% | Reduce -0.6% | 3,420 | $1.0M |
| Zacks Investment Management | 0.01% | Reduce -7.6% | 3,419 | $1.0M |
| BXM Wealth LLC | 0.56% | Reduce -1.3% | 3,416 | $1.0M |
| Ballast Rock Private Wealth LLC | 0.48% | Add +14.2% | 3,407 | $1.0M |
| Essex LLC | 0.16% | Reduce -9.6% | 3,405 | $1.0M |
| Innovative Asset Advisors Group, LLC | 0.45% | Add +651.5% | 3,397 | $1.0M |
| Sidoxia Capital Management, LLC | 0.75% | Add +1.2% | 3,385 | $1.0M |
| S&T Bank | 0.31% | No change | 3,383 | $1.0M |
| Trust Point Inc. | 0.09% | Reduce -1.1% | 3,378 | $1.0M |
| Curi Capital, LLC | 0.02% | Add +19.8% | 3,371 | $1.0M |
| Pecaut & Co. | 0.31% | Add +0.7% | 3,367 | $1.0M |
| Ballast Financial Advisors LLC | 0.92% | Reduce -2.3% | 3,359 | $1.0M |
| Envision Financial LLC | 0.47% | Reduce -72.2% | 3,356 | $1.0M |
| Hughes Financial Services, LLC | 0.13% | Add +0.9% | 3,349 | $1.0M |
| Hill Island Financial LLC | 0.22% | No change | 3,347 | $1.0M |
| Franklin, Parlapiano, Turner & Welch, LLC | 0.23% | No change | 3,345 | $1.0M |
| MJP Associates Inc. | 0.11% | Reduce -0.1% | 3,345 | $1.0M |
| Atlas Brown,Inc. | 0.27% | Add +62.4% | 3,340 | $1.0M |
| Zions Bancorporation, National Association | 0.06% | No change | 3,335 | $1.0M |
| Oakmont Advisory Group, LLC | 0.85% | Add +0.4% | 3,335 | $1.0M |
| Caitlin John, LLC | 0.55% | Reduce -4.6% | 3,330 | $1.0M |
| Dala Group, LLC | 0.83% | Reduce -9.0% | 3,304 | $1.0M |
| Arista Wealth Management, LLC | 0.11% | No change | 3,298 | $1000K |
| AlTi Global, Inc. | 0.02% | Reduce -24.3% | 3,287 | $996K |
| Waterloo Capital, L.P. | 0.06% | Add +1.4% | 3,278 | $994K |
| Medallion Wealth Advisors, LLC | 0.31% | Reduce -32.2% | 3,274 | $993K |
| IFG Advisory, LLC | 0.03% | Add +4443.1% | 3,271 | $991K |
| Tactive Advisors, LLC | 0.24% | Add +4.8% | 3,263 | $989K |
| Hirtle & Co., LLC | 0.03% | Reduce -0.4% | 3,260 | $988K |
| Sound Income Strategies, LLC | 0.04% | Add +5.4% | 3,257 | $987K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.36% | Add +4.5% | 3,252 | $986K |
| Farmers National Bank | 0.21% | Add +0.5% | 3,246 | $984K |
| Community Trust & Investment Co. | 0.05% | No change | 3,235 | $981K |
| Advocate Investing Services LLC | 0.76% | Add +0.3% | 3,234 | $980K |
| Conservest Capital Advisors, Inc. | 0.08% | Reduce -0.4% | 3,234 | $980K |
| Golden State Wealth Management, LLC | 0.09% | Reduce -1.5% | 3,229 | $979K |
| Affiance Financial, LLC | 0.14% | New | 3,220 | $976K |
| Silver Grove Financial Group, Inc. | 0.53% | Add +57.9% | 3,206 | $972K |
| Nestegg Advisors, Inc. | 0.69% | Add +0.2% | 3,204 | $971K |
| Abacus Wealth Partners, LLC | 0.10% | No change | 3,199 | $970K |
| Moss Adams Wealth Advisors LLC | 0.06% | Add +3.2% | 3,196 | $969K |
| Schrum Private Wealth Management LLC | 0.99% | Reduce -33.2% | 4,056 | $965K |
| TCTC Holdings, LLC | 0.03% | Add +14.0% | 3,173 | $962K |
| ARK & TLK Investments, LLC | 0.24% | No change | 3,169 | $961K |
| Verus Financial Partners, Inc. | 0.08% | Reduce -1.7% | 3,158 | $957K |
| Kachkovsky & Fisher, Inc. | 0.92% | — | 3,155 | $956K |
| Meridian Wealth Partners, LLC | 0.12% | Reduce -1.4% | 3,152 | $955K |
| Sterling Wealth Advisors Inc | 0.52% | No change | 3,151 | $955K |
| Concentrum Wealth Management | 0.23% | Add +7.8% | 3,146 | $954K |
| Searle & Co. | 0.21% | Add +11.4% | 3,146 | $954K |
| Northstar Group, Inc. | 0.13% | No change | 3,138 | $951K |
| Keating Financial Advisory Services, Inc. | 0.13% | Reduce -7.8% | 3,136 | $951K |
| Bangor Savings Bank | 0.07% | Reduce -0.2% | 3,129 | $948K |
| Evernest Financial Advisors, LLC | 0.20% | No change | 3,120 | $946K |
| Riverview Trust Co | 1.13% | Reduce -21.0% | 3,118 | $945K |
| Miller Capital Partners, Inc. | 0.37% | No change | 3,097 | $939K |
| Howard Financial Services, LTD. | 0.09% | No change | 3,067 | $930K |
| Elyxium Wealth, LLC | 0.10% | Reduce -2.4% | 3,061 | $928K |
| Bridgewater Advisors Inc. | 0.05% | Reduce -2.2% | 3,090 | $926K |
| Nilsine Partners, LLC | 0.06% | Add +1.2% | 3,054 | $926K |
| Athena Investment Management | 0.55% | Reduce -14.7% | 3,054 | $926K |
| Fairview Capital Investment Management, LLC | 0.05% | Add +47.1% | 3,043 | $922K |
| Aspire Growth Partners LLC | 0.54% | Add +3.6% | 3,041 | $922K |
| Carroll Advisory Group, LLC | 0.30% | No change | 3,039 | $921K |
| American Money Management, LLC | 0.13% | Reduce -10.6% | 3,037 | $921K |
| Marathon Strategic Advisors, LLC | 0.52% | Reduce -0.3% | 3,024 | $917K |
| Southland Equity Partners LLC | 0.16% | Reduce -10.5% | 3,021 | $916K |
| Human Investing LLC | 0.12% | Reduce -9.6% | 3,019 | $915K |
| Transamerica Financial Advisors, LLC | 0.08% | Add +46.3% | 3,005 | $911K |
| Clark Wealth Partners | 0.51% | No change | 2,992 | $907K |
| LPWM LLC | 0.20% | Add +18.2% | 2,982 | $904K |
| Passive Capital Management, LLC. | 0.28% | No change | 3,502 | $903K |
| Diversified Management Inc. | 0.19% | Add +3.7% | 2,971 | $901K |
| Birchcreek Wealth Management, LLC | 0.35% | Reduce -2.9% | 2,959 | $897K |
| Ewa, LLC | 0.16% | Add +0.3% | 2,949 | $894K |
| J2 Capital Management Inc | 0.60% | Reduce -1.2% | 2,944 | $892K |
| Collaborative Capital Advisors LLC | 0.56% | — | 2,941 | $891K |
| Matrix Private Capital Group LLC | 0.39% | Add +1.4% | 2,939 | $891K |
| Fairscale Capital, LLC | 0.53% | No change | 2,923 | $886K |
| Freedom Investment Management, Inc. | 0.25% | Reduce -3.3% | 2,914 | $883K |
| Jefferson Bridge Capital, LLC | 0.76% | Reduce -10.9% | 2,900 | $879K |
| Certuity, LLC | 0.04% | No change | 2,897 | $878K |
| Rockland Trust Co. | 0.03% | Add +0.4% | 2,893 | $877K |
| Pettyjohn, Wood & White, Inc. | 0.13% | Reduce -3.9% | 2,887 | $875K |
| Rothschild Investment LLC | 0.03% | Add +10.3% | 2,884 | $874K |
| Allodium Investment Consultants, LLC | 0.37% | Add +0.1% | 2,882 | $873K |
| Solstein Capital, LLC | 0.30% | Add +0.3% | 2,868 | $869K |
| Harbor Investment Advisory, LLC | 0.06% | No change | 2,862 | $868K |
| Parcion Private Wealth LLC | 0.05% | Add +38.3% | 2,862 | $868K |
| Windsor Advisory Group, LLC | 0.63% | New | 2,862 | $867K |
| Thayer Partners, LLC / MA | 0.36% | Add +15.2% | 2,861 | $867K |
| Sterling Capital Management LLC | 0.01% | No change | 2,860 | $867K |
| Becker Capital Management Inc. | 0.02% | Reduce -1.4% | 2,853 | $865K |
| Westmount Partners, LLC | 0.19% | No change | 2,836 | $860K |
| First Community Trust NA | 0.39% | Add +1.6% | 2,835 | $859K |
| Nicholas Wealth, LLC. | 0.47% | Add +34.9% | 2,835 | $859K |
| Ritter Daniher Financial Advisory LLC / DE | 0.13% | Reduce -2.8% | 2,833 | $859K |
| Fund Advisors of America Inc | 0.78% | Add +1.7% | 2,829 | $858K |
| Fiduciary Financial Group, LLC | 0.10% | Reduce -4.6% | 2,826 | $857K |
| Clayton Financial Group LLC | 0.47% | Reduce -0.3% | 2,823 | $856K |
| McLean Asset Management Corp | 0.11% | Reduce -0.6% | 2,890 | $853K |
| Adirondack Trust Co. | 0.25% | Add +4.1% | 2,811 | $852K |
| Wellspring Financial Advisors, LLC | 0.06% | Reduce -4.1% | 2,810 | $852K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -3.6% | 2,810 | $852K |
| Bryn Mawr Trust Advisors, LLC | 0.04% | Reduce -0.3% | 2,808 | $851K |
| Cooper/Haims Advisors, LLC | 0.37% | Add +0.0% | 2,805 | $850K |
| Vigilare Wealth Management | 0.26% | Add +55.8% | 2,804 | $850K |
| Atwater Malick LLC | 0.18% | Add +0.6% | 2,792 | $846K |
| Riverpoint Wealth Management Holdings, LLC | 0.16% | Add +0.4% | 2,785 | $844K |
| Prospera Capital Management, LLC | 0.26% | Add +37.1% | 2,794 | $843K |
| Novem Group | 0.09% | Add +16.4% | 2,776 | $842K |
| Stratos Investment Management, LLC | 0.03% | Reduce -1.6% | 2,769 | $839K |
| Compass Capital Management, Inc. | 0.05% | Add +19.5% | 2,769 | $839K |
| Outlook Wealth Advisors, LLC | 0.18% | Add +0.8% | 2,765 | $838K |
| Ashton Thomas Securities, LLC | 0.12% | Reduce -6.4% | 2,752 | $835K |
| Summit Wealth Group LLC / Co. | 0.07% | Add +0.1% | 2,751 | $834K |
| First National Trust Co | 0.03% | Reduce -22.6% | 2,747 | $833K |
| WealthCare Investment Partners, LLC | 0.20% | Add +29.2% | 2,737 | $830K |
| WJ Financial Advisors LLC | 0.61% | No change | 2,726 | $826K |
| Deutsche Bank AG | 0.00% | Reduce -29.3% | 2,725 | $826K |
| Members Trust Co | 0.03% | Add +3.9% | 2,717 | $824K |
| Truepoint, Inc. | 0.02% | Add +4.6% | 2,711 | $822K |
| McGuire Investment Group, LLC | 0.07% | Add +1.5% | 2,710 | $821K |
| MBL Wealth, LLC | 0.06% | No change | 2,700 | $818K |
| Aspen Grove Capital, LLC | 0.12% | Add +0.0% | 2,695 | $818K |
| FAS Wealth Partners, Inc. | 0.04% | Add +11.0% | 2,692 | $816K |
| Cape Investment Advisory, Inc. | 0.22% | Add +7.0% | 2,684 | $813K |
| Madison Asset Management, LLC | 0.01% | Reduce -7.3% | 2,683 | $813K |
| Seek First Inc. | 0.51% | Add +0.3% | 2,679 | $812K |
| Pinnacle Bancorp, Inc. | 0.21% | Reduce -0.1% | 2,672 | $810K |
| MPWM Advisory Solutions, LLC | 0.37% | Reduce -3.2% | 2,670 | $809K |
| Stonebridge Financial Planning Group, LLC | 0.26% | Reduce -2.4% | 2,664 | $807K |
| Astra Wealth Partners LLC | 0.45% | No change | 2,660 | $806K |
| Wealth Dimensions Group, Ltd. | 0.14% | Reduce -0.2% | 2,650 | $803K |
| Werba Rubin Papier Wealth Management | 0.10% | Add +0.3% | 2,650 | $803K |
| Pandi, LLC | 0.12% | No change | 2,644 | $801K |
| Websterrogers Financial Advisors, LLC | 0.21% | Reduce -5.5% | 2,642 | $801K |
| Birch Hill Investment Advisors LLC | 0.03% | No change | 2,636 | $799K |
| Midland Wealth Advisors, LLC | 0.04% | Reduce -16.4% | 2,626 | $796K |
| Camden National Bank | 0.10% | No change | 2,621 | $794K |
| Sara-Bay Financial | 0.21% | Add +2.8% | 2,612 | $792K |
| Thompson Davis & Co., Inc. | 0.47% | No change | 2,607 | $790K |
| Grandfield & Dodd, LLC | 0.04% | No change | 2,599 | $788K |
| Eagle Strategies LLC | 0.08% | Reduce -1.3% | 2,597 | $787K |
| Fortress Private Ledger, LLC | 0.22% | Add +10.2% | 2,596 | $787K |
| Planning Directions Inc. | 0.36% | Reduce -9.1% | 2,591 | $785K |
| Prosperity Bancshares Inc | 0.51% | Add +17.5% | 2,589 | $785K |
| Kelman-Lazarov, Inc. | 0.10% | Reduce -1.1% | 2,588 | $784K |
| CDKV Holdings LLC | 0.61% | Reduce -0.2% | 2,576 | $781K |
| Flywheel Private Wealth LLC | 0.38% | Reduce -0.0% | 2,571 | $780K |
| Heritage Investment Group, Inc. | 0.10% | No change | 2,570 | $779K |
| LRI Investments, LLC | 0.06% | No change | 2,566 | $778K |
| Fulcrum Wealth Advisors, LLC | 0.59% | Reduce -2.9% | 2,563 | $777K |
| Peregrine Asset Advisers, Inc. | 0.17% | Add +8.7% | 2,561 | $776K |
| Darden Wealth Group Inc | 0.31% | Reduce -2.6% | 2,542 | $770K |
| Lutz Financial Services LLC | 0.05% | No change | 2,541 | $770K |
| Fingerlakes Wealth Management, Inc. | 0.41% | Add +0.2% | 2,530 | $767K |
| First Trust Advisors LP | 0.00% | Add +2.3% | 2,528 | $766K |
| Rodgers & Associates, LTD | 0.07% | No change | 2,526 | $766K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -3.3% | 2,524 | $765K |
| Northbridge Financial Group, LLC | 0.29% | Reduce -0.1% | 2,513 | $762K |
| Eastern Bank | 0.01% | Add +56.5% | 2,509 | $761K |
| Nest Investments, LLC | 0.58% | Add +17.5% | 2,507 | $760K |
| Brave Asset Management Inc. | 0.16% | Add +11.5% | 2,506 | $760K |
| Sandhill Capital Partners LLC | 0.06% | No change | 2,502 | $758K |
| Glaxis Capital Management, LLC | 1.52% | No change | 2,497 | $757K |
| Transcendent Capital Group LLC | 0.29% | Add +0.2% | 2,490 | $755K |
| WealthShield Partners, LLC | 0.11% | Reduce -38.1% | 2,479 | $751K |
| Churchill Financial Advisors, LLC | 0.14% | Add +3.3% | 2,475 | $750K |
| Mascagni Wealth Management, Inc. | 0.46% | Reduce -11.8% | 2,468 | $748K |
| Coastal Bridge Advisors, LLC | 0.05% | Reduce -0.7% | 2,456 | $744K |
| Kestra Investment Management, LLC | 0.01% | Reduce -19.6% | 2,454 | $744K |
| TPG Advisors LLC | 0.41% | Add +18.3% | 2,453 | $744K |
| Denver PWM, LLC | 0.24% | Reduce -0.4% | 2,403 | $743K |
| Keebeck Wealth Management | 0.07% | No change | 2,449 | $742K |
| Angeles Wealth Management, LLC | 0.03% | Add +6.3% | 2,448 | $742K |
| Kavar Capital Partners Group, LLC | 0.09% | No change | 2,448 | $742K |
| Jacobi Capital Management LLC | 0.04% | Add +3.0% | 2,446 | $742K |
| Hibernia Wealth Partners, LLC | 0.40% | Reduce -46.9% | 2,442 | $740K |
| Platform Technology Partners | 0.12% | Add +3.9% | 2,430 | $737K |
| Benchmark Financial Wealth Advisors, LLC | 0.18% | Add +12.8% | 2,423 | $735K |
| Elk River Wealth Management LLC | 0.12% | No change | 2,416 | $732K |
| Sepio Capital, LP | 0.04% | Add +0.0% | 2,411 | $731K |
| Triumph Capital Management | 0.13% | Reduce -3.6% | 2,408 | $730K |
| Lyell Wealth Management, LP | 0.04% | No change | 2,408 | $730K |
| Bank of New Hampshire | 0.15% | Reduce -0.9% | 2,400 | $727K |
| Amplius Wealth Advisors, LLC | 0.05% | Reduce -18.2% | 2,384 | $723K |
| NWF Advisory Services Inc. | 0.07% | Reduce -2.8% | 2,383 | $722K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +2.5% | 2,376 | $720K |
| Waystone Advisors LLC | 0.54% | Add +15.6% | 2,376 | $720K |
| FWG Investments, LLC. | 0.38% | Add +73.8% | 2,367 | $717K |
| Redwood Family Wealth LLC | 0.63% | Reduce -0.6% | 2,364 | $717K |
| Roehl & Yi Investment Advisors, LLC | 0.24% | Add +9.5% | 4,518 | $716K |
| Financial Management, Inc. | 0.59% | Add +0.3% | 2,360 | $715K |
| 1900 Wealth Management LLC | 0.04% | No change | 2,360 | $715K |
| Crescent Grove Advisors, LLC | 0.06% | No change | 2,352 | $713K |
| Optima Capital LLC | 0.28% | Add +114.3% | 2,344 | $711K |
| CFS Investment Advisory Services, LLC | 0.05% | No change | 2,357 | $708K |
| Old Second National Bank of Aurora | 0.13% | Reduce -2.5% | 2,325 | $705K |
| Fortitude Advisory Group L.L.C. | 0.27% | Add +14.2% | 2,323 | $704K |
| Capital Asset Managemnet, LLC | 1.58% | Reduce -34.8% | 2,322 | $704K |
| Stevens Capital Partners | 0.13% | Add +9.4% | 2,316 | $702K |
| Integrated Wealth Management | 0.74% | Reduce -10.0% | 2,316 | $702K |
| Smith Chas P & Associates Pa Cpas | 0.04% | No change | 2,312 | $701K |
| Brown, Lisle/Cummings, Inc. | 0.16% | No change | 2,309 | $700K |
| FSM Wealth Advisors, LLC | 0.08% | Add +0.0% | 2,309 | $700K |
| Francis Financial, Inc. | 0.11% | No change | 2,308 | $700K |
| Jefferies Financial Group Inc. | 0.01% | Add +46.2% | 2,304 | $698K |
| Powerhouse Assets LLC | 0.57% | Reduce -1.3% | 2,304 | $698K |
| Entruity Wealth, LLC | 0.45% | New | 2,289 | $694K |
| FF Advisors,LLC | 0.26% | No change | 2,284 | $692K |
| City Holding Co. | 0.08% | Add +7.5% | 2,280 | $691K |
| Milestone Investment Advisors LLC | 0.15% | Add +0.3% | 2,278 | $691K |
| Bernicke Wealth Management, Ltd. | 0.08% | No change | 2,273 | $689K |
| NTV Asset Management LLC | 0.07% | No change | 2,268 | $687K |
| Spinnaker Trust | 0.03% | No change | 2,262 | $686K |
| First County Bank | 0.32% | No change | 2,258 | $684K |
| KLCM Advisors, Inc. | 0.05% | Add +22.9% | 2,257 | $684K |
| Advisortrust Partners, LLC | 0.23% | Add +4154.7% | 2,255 | $684K |
| Gen-Wealth Partners Inc | 0.19% | No change | 2,253 | $683K |
| RiverFront Investment Group, LLC | 0.01% | Add +52.2% | 2,250 | $682K |
| Total Clarity Wealth Management, Inc. | 0.13% | Add +10.2% | 2,247 | $681K |
| Penobscot Wealth Management | 0.18% | Reduce -3.7% | 2,247 | $681K |
| Sequent Planning LLC | 0.15% | Add +7.8% | 2,247 | $681K |
| Intergy Private Wealth, LLC | 0.16% | Add +38.3% | 2,242 | $679K |
| Greenspring Advisors, LLC | 0.04% | Add +48.0% | 2,241 | $679K |
| Capstone Wealth Management, Inc. | 0.51% | Reduce -2.6% | 2,238 | $679K |
| UMB Bank, n.a. | 0.01% | Add +9.3% | 2,238 | $678K |
| Principal Financial Group Inc. | 0.00% | Reduce -0.7% | 2,229 | $676K |
| Rossby Financial, LCC | 0.12% | Add +608.5% | 2,487 | $676K |
| Round Rock Advisors LLC | 0.09% | Add +0.3% | 2,223 | $674K |
| Bison Wealth, LLC | 0.06% | Reduce -3.1% | 2,231 | $673K |
| Allen Capital Group, LLC | 0.06% | Add +0.3% | 2,218 | $672K |
| Tolleson Wealth Management, Inc. | 0.09% | No change | 2,217 | $672K |
| Advisory Alpha, LLC | 0.02% | Reduce -8.6% | 2,213 | $671K |
| Quest 10 Wealth Builders, Inc. | 0.52% | Reduce -2.6% | 2,206 | $669K |
| Tenzing Financial LLC | 0.46% | Reduce -0.1% | 2,217 | $669K |
| Private Wealth Asset Management, LLC | 0.06% | Add +8.3% | 2,206 | $669K |
| KRM Wealth Management L.L.C. | 0.29% | Reduce -1.7% | 2,206 | $669K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +37.5% | 2,200 | $667K |
| Hancock Whitney Corp. | 0.01% | No change | 2,199 | $667K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.19% | Reduce -8.5% | 2,195 | $665K |
| Wescott Financial Advisory Group, LLC | 0.05% | Reduce -18.2% | 2,192 | $664K |
| Carret Asset Management, LLC | 0.06% | Add +0.1% | 2,191 | $664K |
| Finward Bancorp | 0.50% | Add +9.7% | 2,191 | $664K |
| Ameriflex Group, Inc. | 0.27% | Add +4.7% | 2,189 | $663K |
| KCM Investment Advisors LLC | 0.02% | Add +3.3% | 2,185 | $662K |
| Unified Investment Management | 0.61% | Add +1.5% | 2,165 | $656K |
| Vident Advisory, LLC | 0.00% | Add +3.6% | 2,154 | $653K |
| RCS Financial Planning, LLC | 0.31% | Add +0.7% | 2,152 | $652K |
| Bravera Wealth | 0.25% | Add +2.9% | 2,148 | $651K |
| Cascade Wealth Advisors, Inc | 0.26% | Add +0.1% | 2,125 | $651K |
| German American Bancorp, Inc. | 0.05% | Reduce -11.4% | 2,142 | $649K |
| Covenant Asset Management, LLC | 0.12% | Add +6.7% | 2,137 | $648K |
| Thomasville National Bank | 0.04% | — | 2,133 | $647K |
| Keystone Financial Services | 0.17% | Reduce -9.2% | 2,128 | $645K |
| Obermeyer Wealth Partners | 0.03% | Reduce -6.3% | 2,126 | $644K |
| Appleton Partners Inc. | 0.04% | Add +1.4% | 2,125 | $644K |
| Florida Financial Advisors, LLC | 0.11% | Add +3.7% | 2,122 | $643K |
| Accel Wealth Management | 0.14% | No change | 2,121 | $643K |
| Chapin Davis, Inc. | 0.11% | No change | 2,112 | $640K |
| Front Row Advisors LLC | 0.19% | Add +1.7% | 2,090 | $640K |
| Balanced Rock Investment Advisors LLC | 0.40% | Reduce -4.2% | 2,107 | $639K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +3.4% | 2,104 | $638K |
| JM2 Capital Inc. | 0.44% | No change | 2,096 | $635K |
| Independent Wealth Network Inc. | 0.16% | Add +6.1% | 2,094 | $635K |
| My Personal CFO, LLC | 0.25% | Add +0.1% | 2,091 | $634K |
| Meridian Financial Partners LLC | 0.22% | Reduce -6.0% | 2,134 | $634K |
| Center For Asset Management LLC | 0.28% | Add +3.3% | 2,076 | $629K |
| Bar Harbor Wealth Management | 0.03% | Reduce -3.4% | 2,073 | $628K |
| Convergence Financial, LLC | 0.05% | Reduce -19.2% | 2,069 | $627K |
| IMG Wealth Management, Inc. | 0.35% | Reduce -3.6% | 2,066 | $626K |
| Hutchens & Kramer Investment Management Group, LLC | 0.17% | Reduce -7.4% | 2,061 | $625K |
| Shepherd Financial Partners LLC | 0.05% | Add +33.1% | 2,060 | $624K |
| Team Hewins, LLC | 0.17% | Add +2.5% | 2,057 | $624K |
| Rede Wealth, LLC | 0.21% | Add +3.9% | 2,056 | $623K |
| Strid Group, LLC | 0.07% | Add +36.1% | 2,053 | $622K |
| Adamsbrown Wealth Consultants LLC | 0.12% | Add +4.8% | 2,050 | $621K |
| Linscomb Wealth, Inc. | 0.03% | Reduce -6.8% | 2,046 | $620K |
| Urban Financial Advisory Corp | 0.17% | Reduce -0.9% | 2,041 | $619K |
| Comprehensive Money Management Services LLC | 0.39% | No change | 2,039 | $618K |
| Stanley-Laman Group, Ltd. | 0.06% | No change | 2,036 | $617K |
| Ullmann Wealth Partners Group, LLC | 0.06% | Add +3.2% | 2,031 | $616K |
| Wiregrass Investment Management LLC | 0.42% | Add +0.6% | 2,029 | $615K |
| IFC Advisors LLC | 0.08% | No change | 2,022 | $613K |
| Stephen J. Garry & Associates, LLC | 0.45% | Reduce -1.0% | 2,021 | $613K |
| Main Street Group, LTD | 0.15% | Reduce -2.3% | 2,015 | $611K |
| Insight Advisors, LLC/ PA | 0.11% | Add +0.6% | 2,014 | $610K |
| Wealth Management Nebraska | 0.05% | No change | 2,008 | $609K |
| Integrity Advisory Solutions, LLC | 0.06% | Add +39.1% | 2,005 | $608K |
| Prosperitas Financial LLC | 0.19% | Add +0.6% | 1,992 | $604K |
| United Advisor Group, LLC | 0.06% | Reduce -0.5% | 1,991 | $604K |
| Granite Harbor Advisors, Inc. | 0.24% | Reduce -1.0% | 1,990 | $603K |
| Invst, LLC | 0.06% | Add +20.4% | 1,990 | $603K |
| Clearstead Trust, LLC | 0.08% | Reduce -1.3% | 1,988 | $602K |
| TrustWell Financial Advisors, LLC | 0.51% | Add +8.8% | 1,980 | $600K |
| Melone Private Wealth, LLC | 0.23% | Add +0.3% | 1,979 | $600K |
| Family CFO Inc | 0.23% | No change | 1,978 | $600K |
| Peirce Capital Management, LLC | 0.22% | Reduce -0.8% | 1,978 | $600K |
| MCF Advisors LLC | 0.02% | Reduce -0.9% | 1,974 | $598K |
| Key Financial Inc | 0.10% | Add +0.3% | 1,972 | $598K |
| Capital Advisors, Ltd. LLC | 0.06% | Add +0.1% | 1,964 | $595K |
| Physician Wealth Advisors, Inc. | 0.07% | Add +4.9% | 1,960 | $594K |
| Moors & Cabot, Inc. | 0.02% | Reduce -6.4% | 1,954 | $592K |
| Harbour Investment Management LLC | 0.31% | No change | 1,952 | $592K |
| IFC & Insurance Marketing, Inc. | 0.52% | Reduce -1.3% | 1,948 | $591K |
| Elevation Wealth Partners, LLC | 0.18% | Reduce -2.6% | 1,945 | $589K |
| Investor's Fiduciary Advisor Network, LLC | 0.20% | Reduce -35.4% | 1,945 | $589K |
| Madison Park Capital Advisors, LLC | 0.42% | Add +1009.6% | 18,353 | $587K |
| 55 North Private Wealth, LLC | 0.12% | Reduce -6.2% | 1,934 | $586K |
| Alta Wealth Advisors LLC | 0.16% | Add +1.9% | 1,934 | $586K |
| Busey Bank | 0.01% | Add +0.8% | 1,930 | $585K |
| Keystone Financial Services, LLC | 0.35% | Reduce -1.5% | 1,925 | $584K |
| LCNB Corp. | 0.18% | Add +2.7% | 1,925 | $584K |
| Intrua Financial, LLC | 0.06% | Reduce -57.3% | 1,923 | $583K |
| Capital Square, LLC | 0.26% | Add +8.7% | 1,955 | $583K |
| Lodestone Wealth Management LLC | 0.20% | Reduce -1.6% | 1,914 | $580K |
| Symphony Financial, Ltd. Co. | 0.06% | New | 1,908 | $578K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -0.2% | 1,902 | $576K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.39% | Add +17.9% | 1,897 | $575K |
| Uncommon Cents Investing LLC | 0.12% | New | 1,894 | $574K |
| Osprey Private Wealth LLC | 0.15% | Add +0.9% | 1,875 | $569K |
| Highland Investment Advisors LLC | 0.25% | — | 1,871 | $567K |
| Penobscot Investment Management Company, Inc. | 0.04% | Reduce -1.4% | 1,865 | $565K |
| McMillan Office, Inc. | 0.07% | No change | 1,865 | $565K |
| Vestia Personal Wealth Advisors | 0.22% | Reduce -0.6% | 1,870 | $565K |
| Cypress Financial Planning LLC | 0.14% | Add +20.4% | 1,863 | $565K |
| Walter & Keenan Wealth Management LLC /in/ | 0.14% | Reduce -4.1% | 1,850 | $561K |
| Keb Asset Management, LLC | 0.09% | Reduce -15.4% | 1,849 | $560K |
| Vision Capital Management, Inc. | 0.06% | Reduce -0.2% | 1,847 | $560K |
| Bakala Capital LLC | 2.45% | Add +0.3% | 1,844 | $559K |
| Global Financial Private Client, LLC | 0.15% | Reduce -0.3% | 1,844 | $559K |
| International Assets Investment Management, LLC | 0.03% | Add +4.9% | 1,852 | $558K |
| Midwestern Financial, LLC | 0.39% | Add +0.3% | 1,836 | $557K |
| Wealth Care LLC | 0.45% | Reduce -13.0% | 1,836 | $556K |
| HORAN Wealth, LLC | 0.07% | Reduce -49.4% | 1,834 | $556K |
| Kaizen Financial Strategies | 0.22% | Reduce -14.6% | 1,834 | $553K |
| Tyche Wealth Partners LLC | 0.08% | Add +39.3% | 1,817 | $551K |
| NBT Bank, N.A. | 0.04% | Reduce -7.9% | 1,816 | $550K |
| Christensen, King & Associates Investment Services, Inc. | 0.22% | No change | 1,816 | $550K |
| Register Financial Advisors LLC | 0.17% | Add +23.9% | 1,815 | $550K |
| Rik Saylor Financial, Inc. | 0.36% | Reduce -0.2% | 1,809 | $548K |
| TBH Global Asset Management, LLC | 0.10% | Add +2.7% | 1,807 | $548K |
| Parr McKnight Wealth Management Group, LLC | 0.06% | Add +3.0% | 1,806 | $547K |
| Per Stirling Capital Management, LLC. | 0.05% | Add +0.1% | 1,802 | $546K |
| Means Investment Co., Inc. | 0.04% | Add +19.8% | 1,800 | $546K |
| Brown Miller Wealth Management, LLC | 0.14% | No change | 1,800 | $546K |
| Archer Investment Corp | 0.10% | Add +3.8% | 1,800 | $545K |
| American Financial & Tax Strategies Inc. | 0.25% | No change | 1,796 | $544K |
| First Financial Bankshares Inc | 0.01% | No change | 1,788 | $542K |
| Parkwoods Wealth Partners, LLC | 0.09% | New | 1,787 | $542K |
| Montecito Bank & Trust | 0.08% | No change | 1,786 | $541K |
| Relyea Zuckerberg Hanson LLC | 0.05% | Add +0.1% | 1,784 | $541K |
| Silver Oak Advisory Group, Inc. | 0.21% | No change | 1,784 | $540K |
| Northwest Wealth Management, LLC | 0.07% | Add +0.9% | 1,775 | $538K |
| Strategic Financial Services, Inc. | 0.02% | No change | 1,772 | $537K |
| Triad Wealth Partners, LLC | 0.03% | Add +40.6% | 1,790 | $536K |
| Seven Mile Advisory | 0.36% | No change | 1,768 | $536K |
| Dahring | Cusmano LLC | 0.28% | Add +0.3% | 1,766 | $535K |
| Town Capital LLC | 0.34% | Add +0.4% | 1,765 | $535K |
| Covestor Ltd | 0.31% | Add +3.4% | 1,762 | $534K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 1,761 | $534K |
| Veratis Advisors, Inc. | 0.38% | — | 1,760 | $534K |
| LJI Wealth Management, LLC | 0.07% | Reduce -7.4% | 1,757 | $533K |
| Chemistry Wealth Management LLC | 0.09% | Add +11.8% | 1,755 | $532K |
| Tumwater Wealth Management, LLC | 0.19% | Add +2.6% | 1,750 | $530K |
| Horst & Graben Wealth Management LLC | 0.07% | Add +0.1% | 1,756 | $529K |
| Armstrong Henry H Associates Inc. | 0.05% | No change | 1,745 | $529K |
| Matters Capital LLC | 0.37% | Add +10.8% | 1,740 | $527K |
| Founders Financial Securities LLC | 0.03% | Reduce -1.1% | 1,738 | $527K |
| Beacon Investment Advisory Services, Inc. | 0.02% | No change | 1,733 | $525K |
| UNIVEST FINANCIAL Corp | 0.03% | Add +0.7% | 1,731 | $525K |
| Middleton & Co. Inc. | 0.06% | No change | 1,730 | $524K |
| GatePass Capital, LLC | 0.20% | Add +30.1% | 1,729 | $524K |
| Parsonex Advisory Services, Inc. | 0.46% | Reduce -3.5% | 1,730 | $524K |
| Resolute Wealth Strategies, LLC | 0.20% | No change | 1,722 | $522K |
| Interchange Capital Partners, LLC | 0.10% | Reduce -3.3% | 1,718 | $521K |
| PFW Advisors LLC | 0.15% | No change | 1,714 | $520K |
| Synergy Financial Group, LTD | 0.37% | Add +0.8% | 1,710 | $518K |
| LMG Wealth Partners, LLC | 0.08% | No change | 1,698 | $515K |
| HM Payson & Co. | 0.01% | No change | 1,697 | $514K |
| Pacific Sage Partners, LLC | 0.07% | Add +9.4% | 1,694 | $513K |
| Security National Bank of Sioux City Iowa | 0.21% | Add +52.0% | 1,687 | $511K |
| XY Planning Network, Inc. | 0.06% | Add +26.3% | 1,686 | $511K |
| TOWER TRUST & INVESTMENT Co | 0.31% | Reduce -1.9% | 1,680 | $509K |
| Calton & Associates, Inc. | 0.07% | Reduce -10.0% | 1,666 | $505K |
| New Insight Wealth Advisors | 0.15% | Add +5.3% | 1,662 | $504K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -0.7% | 1,660 | $503K |
| Westbourne Investments, Inc. | 0.20% | Reduce -2.1% | 1,655 | $502K |
| Bell Bank | 0.02% | Reduce -4.3% | 1,653 | $501K |
| Templeton & Phillips Capital Management, LLC | 0.37% | No change | 1,652 | $501K |
| Golden Bell Financial Planning LLC | 0.37% | No change | 1,646 | $499K |
| LifeGuide Financial Advisors, LLC | 0.14% | No change | 1,646 | $499K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 1,642 | $498K |
| MA Private Wealth | 0.07% | Reduce -46.6% | 1,640 | $497K |
| First National Bank of Mount Dora, Trust Investment Services | 0.10% | No change | 1,639 | $497K |
| Oarsman Capital, Inc. | 0.05% | Reduce -4.1% | 1,636 | $496K |
| B & T Capital Management DBA Alpha Capital Management | 0.06% | Add +4.5% | 1,634 | $495K |
| Patrick M Sweeney & Associates, Inc. | 0.28% | Add +0.1% | 1,626 | $493K |
| Griffin Asset Management, Inc. | 0.05% | Reduce -0.1% | 1,625 | $493K |
| Buck Wealth Strategies, LLC | 0.05% | Reduce -0.3% | 1,623 | $492K |
| Hardin Capital Partners, LLC | 0.23% | Add +4.5% | 1,621 | $492K |
| Weitzel Financial Services, Inc. | 0.17% | No change | 1,641 | $491K |
| HHM Wealth Advisors, LLC | 0.05% | Reduce -1.5% | 1,620 | $491K |
| Old National Bancorp | 0.01% | Add +12.8% | 1,618 | $490K |
| Mascoma Wealth Management LLC | 0.09% | Reduce -1.4% | 1,616 | $490K |
| Pillar Financial Advisors, LLC | 0.26% | Add +0.1% | 1,614 | $489K |
| Altiora Financial Group, LLC | 0.08% | No change | 1,603 | $486K |
| Bluedoor Private Wealth, LLC | 0.20% | Add +71.1% | 1,603 | $486K |
| Coastwise Capital Group, LLC | 0.28% | No change | 1,602 | $485K |
| Kwmg, LLC | 0.04% | Reduce -1.0% | 1,598 | $484K |
| Atala Financial Inc | 0.29% | Reduce -23.8% | 1,598 | $484K |
| Tounjian Advisory Partners, LLC | 0.21% | Add +92.4% | 1,597 | $484K |
| Strengthening Families & Communities, LLC | 0.11% | Add +4.6% | 1,596 | $484K |
| Fort Sheridan Advisors LLC | 0.05% | No change | 1,594 | $483K |
| Riverview Capital Advisers, LLC | 0.14% | Reduce -3.8% | 1,590 | $482K |
| Lifeworks Advisors, LLC | 0.05% | Reduce -9.3% | 1,588 | $481K |
| Investment Planning Advisors, Inc. | 0.11% | Reduce -3.8% | 1,581 | $479K |
| REDW Wealth LLC | 0.17% | No change | 1,580 | $479K |
| River Street Advisors LLC | 0.14% | No change | 1,580 | $479K |
| LexAurum Advisors, LLC | 0.06% | Reduce -2.3% | 1,580 | $479K |
| Donor Advised Charitable Giving, Inc. | 0.01% | No change | 1,571 | $476K |
| Forum Financial Management, LP | 0.01% | Reduce -3.5% | 1,571 | $476K |
| TruNorth Capital Management, LLC | 0.08% | No change | 1,569 | $476K |
| DF Dent & Co. Inc. | 0.01% | No change | 1,562 | $473K |
| Denver Wealth Management, Inc. | 0.14% | Add +20.6% | 1,560 | $473K |
| HBK Sorce Advisory LLC | 0.01% | Add +4.5% | 1,559 | $473K |
| Evergreen Wealth Partners LLC | 0.28% | Reduce -0.1% | 1,556 | $472K |
| Fidelis Wealth Advisors LLC | 0.70% | New | 2,031 | $471K |
| Independent Wealth Advisors LLC | 0.42% | Add +0.3% | 1,545 | $468K |
| LVW Advisors, LLC | 0.04% | Add +11.2% | 1,544 | $468K |
| Great Diamond Partners, LLC | 0.08% | Add +0.1% | 1,544 | $468K |
| TMB Capital Partners, LLC | 0.15% | No change | 1,541 | $467K |
| Global Wealth Strategies & Associates | 0.09% | Reduce -7.3% | 1,541 | $467K |
| Bensler, LLC | 0.04% | Add +0.1% | 1,539 | $467K |
| SJS Investment Consulting Inc. | 0.05% | No change | 1,539 | $467K |
| Studio Investment Management LLC | 0.08% | New | 1,533 | $465K |
| Proffitt & Goodson Inc. | 0.06% | Reduce -0.2% | 1,528 | $463K |
| Carolina Wealth Management Inc | 0.21% | — | 1,528 | $463K |
| Keener Financial Planning LLC | 0.17% | Add +1.0% | 1,530 | $463K |
| Eagle Bay Advisors LLC | 0.34% | No change | 1,520 | $461K |
| Baker Tilly Wealth Management, LLC | 0.10% | Reduce -20.7% | 1,518 | $460K |
| Cutler Investment Counsel LLC | 0.04% | Add +3.6% | 1,518 | $460K |
| Firestone Capital Management | 0.09% | Add +10.3% | 1,515 | $459K |
| J Hagan Capital, Inc. | 0.21% | Add +1.0% | 1,513 | $459K |
| Cora Capital Advisors LLC | 0.13% | Reduce -1.6% | 1,509 | $457K |
| Opal Wealth Advisors, LLC | 0.10% | Reduce -4.4% | 1,508 | $457K |
| Nova R Wealth, Inc. | 0.13% | Reduce -23.4% | 1,508 | $457K |
| Sloy Dahl & Holst, LLC | 0.06% | Reduce -0.1% | 1,506 | $457K |
| EFG International AG | 0.01% | Reduce -40.8% | 1,506 | $456K |
| August Group Capital Ltd | 0.50% | Add +0.3% | 1,505 | $456K |
| Paragon Capital Management LLC | 0.21% | Add +0.1% | 1,505 | $456K |
| Dravo Bay LLC | 0.16% | No change | 1,495 | $453K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Add +16.0% | 1,494 | $453K |
| Montis Financial, LLC | 0.09% | No change | 1,491 | $452K |
| Coquina Private Wealth LLC | 0.31% | Reduce -2.8% | 1,489 | $451K |
| Sharp Wealth Advisory, LLC | 0.21% | Reduce -98.7% | 1,486 | $450K |
| KPP Advisory Services LLC | 0.06% | Reduce -12.0% | 1,478 | $448K |
| IAG Wealth Partners, LLC | 0.04% | No change | 1,477 | $448K |
| Vantage Point Financial LLC | 0.14% | Add +7.7% | 1,475 | $447K |
| WealthTrust Axiom LLC | 0.10% | No change | 1,475 | $447K |
| Value Investment Professionals, LLC | 0.38% | New | 1,473 | $446K |
| Selective Wealth Management, Inc. | 0.12% | Reduce -2.0% | 1,499 | $444K |
| Etesian Wealth Advisors, Inc. | 0.13% | Reduce -5.1% | 1,463 | $443K |
| Samalin Investment Counsel, LLC | 0.14% | New | 1,461 | $443K |
| Goepper Burkhardt LLC | 0.13% | Reduce -7.4% | 1,457 | $442K |
| Wealthedge Investment Advisors, LLC | 0.15% | Reduce -16.1% | 1,454 | $441K |
| Authentikos Wealth Advisory, LLC | 0.28% | Reduce -8.2% | 1,448 | $439K |
| Gateway Investment Advisers LLC | 0.00% | New | 1,441 | $437K |
| Stonebridge Financial Group, LLC | 0.03% | Add +0.1% | 1,440 | $437K |
| William Mack & Associates, Inc. | 0.15% | Add +20.1% | 1,440 | $436K |
| Beacon Capital Management, LLC | 0.06% | Reduce -4.6% | 1,439 | $436K |
| Tempo Wealth, LLC | 0.06% | Add +0.8% | 1,439 | $436K |
| Cedar Point Capital Partners, LLC | 0.25% | Reduce -1.2% | 1,434 | $435K |
| GDS Wealth Management | 0.02% | Reduce -2.7% | 1,431 | $434K |
| ZWJ Investment Counsel Inc. | 0.01% | Add +0.1% | 1,429 | $433K |
| Armstrong Advisory Group, Inc. | 0.03% | Add +0.1% | 1,425 | $432K |
| Impact Partnership Wealth, LLC | 0.04% | Add +17.4% | 1,416 | $429K |
| BlueChip Wealth Advisors LLC | 0.16% | Add +9.7% | 1,415 | $429K |
| Sensible Money, LLC | 0.11% | Add +21.7% | 1,411 | $428K |
| Forza Wealth Management, LLC | 0.13% | No change | 1,410 | $427K |
| Advantage Trust Co | 0.15% | Add +31.9% | 1,405 | $426K |
| Aspen Capital Management, LLC | 0.09% | No change | 1,403 | $425K |
| Aspect Partners, LLC | 0.16% | No change | 1,402 | $425K |
| Nikulski Financial, Inc. | 0.09% | No change | 1,402 | $425K |
| Hazlett, Burt & Watson, Inc. | 0.11% | Add +4.7% | 1,401 | $425K |
| Proactive Wealth Strategies LLC | 0.07% | Reduce -2.2% | 1,400 | $425K |
| Breachway Investments LLC | 0.64% | Reduce -4.4% | 1,399 | $424K |
| Olde Wealth Management, LLC | 0.12% | Reduce -4.9% | 1,399 | $424K |
| Somerset Group LLC | 0.30% | No change | 1,420 | $423K |
| McDonald Partners LLC | 0.10% | Add +2.0% | 1,397 | $423K |
| Alliance Wealth Advisors, LLC | 0.17% | No change | 1,396 | $423K |
| Courage Miller Partners, LLC | 0.11% | No change | 1,395 | $423K |
| Atlatl Advisers LLC | 0.10% | Reduce -0.4% | 1,393 | $422K |
| Flower City Capital | 0.19% | Add +6.4% | 1,392 | $422K |
| Unique Wealth Strategies, LLC | 0.15% | Reduce -0.6% | 1,385 | $420K |
| Disciplined Investors, L.L.C. | 0.21% | Add +0.1% | 1,381 | $419K |
| Holderness Investments Co. | 0.07% | Reduce -0.7% | 1,380 | $418K |
| River's Edge Wealth Management, LLC | 0.37% | Reduce -13.1% | 1,405 | $417K |
| ERn Financial, LLC | 0.07% | Reduce -8.3% | 1,377 | $417K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.10% | New | 1,376 | $417K |
| Clifford Group, LLC | 0.29% | No change | 1,374 | $416K |
| Values Added Financial LLC | 0.15% | No change | 1,369 | $415K |
| TrueWealth Advisors, LLC | 0.09% | Reduce -0.2% | 1,366 | $414K |
| Aviance Capital Partners, LLC | 0.04% | No change | 1,365 | $414K |
| Csenge Advisory Group | 0.02% | Add +44.4% | 1,362 | $413K |
| BBR Partners, LLC | 0.02% | Reduce -0.6% | 1,361 | $413K |
| Elevation Wealth Management LLC | 0.31% | Reduce -3.6% | 1,356 | $411K |
| Benchmark Financial, LLC | 0.33% | Add +25.5% | 1,355 | $411K |
| Hill Investment Group Partners, LLC | 0.04% | New | 1,355 | $411K |
| ZynergyRetirementPlanningLLC | 0.22% | No change | 1,354 | $410K |
| Clark Estates Inc. | 0.09% | No change | 1,350 | $409K |
| EagleClaw Capital Managment, LLC | 0.05% | No change | 1,350 | $409K |
| Essential Planning, LLC. | 0.12% | No change | 1,349 | $409K |
| Three Bearings Fiduciary Advisors, Inc. | 0.37% | Reduce -8.6% | 1,348 | $409K |
| Basso Capital Management, L.P. | 0.10% | New | 1,348 | $408K |
| American National Bank & Trust | 0.03% | Add +774.7% | 1,347 | $408K |
| Harbor Asset Planning, Inc. | 0.31% | Add +0.3% | 1,345 | $408K |
| Sentinel Pension Advisors, LLC | 0.05% | Reduce -0.2% | 1,368 | $405K |
| Sheets Smith Wealth Management | 0.04% | Reduce -1.8% | 1,337 | $405K |
| DecisionMap Wealth Management, LLC | 0.22% | Add +0.7% | 1,324 | $401K |
| SilverOak Wealth Management LLC | 0.05% | No change | 1,323 | $401K |
| Adapt Wealth Advisors, LLC | 0.13% | Reduce -6.4% | 1,323 | $401K |
| Wulff, Hansen & Co. | 0.31% | Add +7.8% | 1,320 | $400K |
| Insigneo Advisory Services, LLC | 0.01% | Add +11.6% | 1,320 | $400K |
| Cloud Capital Management, LLC | 0.15% | No change | 1,320 | $399K |
| Allen Investment Management, LLC | 0.00% | No change | 1,315 | $399K |
| Financial Discovery Group Inc. | 0.85% | No change | 1,312 | $398K |
| Tempus Wealth Planning, LLC | 0.08% | Reduce -3.0% | 1,311 | $397K |
| Grey Ledge Advisors, LLC | 0.08% | Add +0.9% | 1,311 | $397K |
| Resonant Capital Advisors, LLC | 0.02% | Add +0.4% | 1,307 | $396K |
| Cambridge Financial Group, LLC | 0.12% | Reduce -40.4% | 1,305 | $395K |
| Painted Porch Advisors LLC | 0.17% | Add +2.2% | 1,304 | $395K |
| Davidson Trust Co. | 0.15% | No change | 1,301 | $394K |
| Capital Investment Counsel, LLC | 0.05% | Reduce -11.4% | 1,299 | $394K |
| Obsidian Cio, LLC | 0.29% | Add +105.7% | 1,298 | $393K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 1,295 | $393K |
| Blue Zone Wealth Advisors, LLC | 0.07% | No change | 1,294 | $392K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -19.5% | 1,291 | $391K |
| Seeds Investor LLC | 0.04% | New | 1,291 | $391K |
| Olistico Wealth, LLC | 0.17% | Reduce -0.4% | 1,289 | $391K |
| Aerodigm Wealth, LLC | 0.13% | No change | 1,287 | $390K |
| Gilbert & Cook, Inc. | 0.04% | Add +5.7% | 1,287 | $390K |
| Compass Capital Corp. /Ma/ | 0.13% | Reduce -67.3% | 1,272 | $390K |
| PCG Asset Management, LLC | 0.28% | No change | 1,285 | $390K |
| Aspiring Ventures, LLC | 0.10% | No change | 1,285 | $390K |
| New Republic Capital, LLC | 0.09% | Add +0.2% | 1,282 | $389K |
| Cypress Capital Group | 0.04% | Add +18.6% | 1,276 | $387K |
| Dynasty Wealth Management, LLC | 0.00% | Add +0.2% | 1,274 | $386K |
| L. Roy Papp & Associates, LLP | 0.04% | No change | 1,257 | $381K |
| KWB Wealth | 0.03% | Reduce -0.9% | 1,256 | $381K |
| Trademark Financial Management, LLC | 0.16% | Reduce -5.1% | 1,255 | $380K |
| John A. Wolfe & Associates, Inc. | 0.52% | Reduce -10.5% | 1,253 | $380K |
| Breakwater Capital Group | 0.05% | Add +8.5% | 1,254 | $380K |
| Santori & Peters, Inc. | 0.11% | Add +0.2% | 1,252 | $380K |
| Elmwood Wealth Management, Inc. | 0.09% | No change | 1,251 | $379K |
| Pflug Koory, LLC | 0.15% | Add +2.8% | 1,248 | $378K |
| BetterWealth, LLC | 0.07% | Add +1.5% | 1,248 | $378K |
| Alteri Wealth LLC | 0.10% | Reduce -8.7% | 1,246 | $378K |
| Missouri Trust & Investment Co | 0.10% | Reduce -2.8% | 1,277 | $377K |
| Osborne Partners Capital Management, LLC | 0.02% | Add +3.2% | 1,242 | $377K |
| Silver Coast Investments LLC | 0.11% | Add +2.7% | 1,241 | $376K |
| Howe & Rusling Inc. | 0.02% | Add +44.9% | 1,230 | $373K |
| Perryman Financial Advisory Inc. | 0.05% | Reduce -8.4% | 1,228 | $372K |
| Accretive Wealth Partners, LLC | 0.09% | No change | 1,222 | $371K |
| Walleye Partners, LLC | 0.42% | No change | 1,220 | $370K |
| Tennessee Valley Asset Management Partners | 0.04% | New | 1,219 | $370K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.12% | Add +2.6% | 1,243 | $368K |
| Smith Thornton Advisors LLC | 0.16% | No change | 1,236 | $366K |
| MBA Advisors LLC | 0.12% | No change | 1,207 | $366K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -1.6% | 1,205 | $365K |
| Foundation Wealth Management, LLC\PA | 0.11% | Reduce -10.8% | 1,205 | $365K |
| Portland Financial Advisors Inc | 0.66% | No change | 1,195 | $362K |
| GHP Investment Advisors, Inc. | 0.01% | Add +10.0% | 1,191 | $361K |
| Impact Capital Partners LLC | 0.10% | Reduce -6.5% | 1,186 | $360K |
| Clear Harbor Asset Management, LLC | 0.02% | No change | 1,185 | $359K |
| Altfest L J & Co. Inc. | 0.03% | Add +4.2% | 1,179 | $357K |
| Caliber Wealth Management, LLC / KS | 0.03% | Add +0.3% | 1,176 | $356K |
| Foundry Financial LLC | 0.12% | Add +2.1% | 1,175 | $356K |
| Monetary Management Group Inc. | 0.07% | Add +135.0% | 1,175 | $356K |
| Partners Wealth Management, LLC | 0.35% | Add +20.2% | 1,172 | $355K |
| Shakespeare Wealth Management, LLC | 0.09% | No change | 1,169 | $354K |
| EnRich Financial Partners LLC | 0.08% | Add +0.2% | 1,168 | $354K |
| Alpha Financial Advisors, LLC | 0.10% | No change | 1,168 | $354K |
| WNY Asset Management, LLC | 0.03% | Reduce -1.7% | 1,168 | $354K |
| Traction Financial Partners, LLC | 0.19% | No change | 1,168 | $354K |
| GWN Securities Inc. | 0.06% | Add +18.8% | 1,167 | $354K |
| Shared Vision Wealth Group LLC | 0.12% | Add +2.1% | 1,165 | $353K |
| Winthrop Advisory Group LLC | 0.02% | New | 1,163 | $353K |
| Bannerstone Capital Management, LLC | 0.30% | Add +0.4% | 1,160 | $352K |
| Advance Capital Management, Inc. | 0.01% | Add +3.9% | 1,160 | $352K |
| Sit Investment Associates Inc. | 0.01% | No change | 1,154 | $350K |
| Windward Private Wealth Management Inc. | 0.11% | Reduce -6.8% | 1,152 | $349K |
| Davis Investment Partners, LLC | 0.11% | Add +0.2% | 1,150 | $349K |
| Matrix Asset Advisors Inc. | 0.03% | No change | 1,149 | $348K |
| Detalus Advisors, LLC | 0.07% | Add +10.5% | 1,149 | $348K |
| Kapstone Financial Advisors LLC | 0.15% | New | 1,146 | $347K |
| ProVise Management Group, LLC | 0.02% | Reduce -10.2% | 1,145 | $347K |
| Drake & Associates, LLC | 0.06% | Add +45.7% | 1,144 | $347K |
| Resources Management Corp. /CT/ | 0.04% | No change | 1,140 | $346K |
| National Wealth Management Group, LLC | 0.11% | Reduce -0.4% | 1,140 | $346K |
| Cardinal Point Capital Management ULC | 0.02% | Reduce -15.9% | 1,139 | $345K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -15.4% | 1,133 | $344K |
| American State Bank (Iowa) | 0.14% | Add +10.6% | 1,132 | $343K |
| Optivise Advisory Services LLC | 0.17% | Add +13.7% | 1,132 | $343K |
| Northcape Wealth Management, LLC | 0.09% | Reduce -0.5% | 1,131 | $343K |
| Indiana Trust & Investment Management Co | 0.09% | No change | 1,130 | $343K |
| West Paces Advisors Inc. | 0.06% | Add +1468.1% | 1,129 | $342K |
| BankPlus Trust Department | 0.08% | Add +7957.1% | 1,128 | $342K |
| Pathway Financial Advisers, LLC | 0.09% | Add +21.7% | 1,128 | $342K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | No change | 1,127 | $342K |
| Steinberganna Wealth Management | 0.14% | Add +7.7% | 1,126 | $341K |
| Hidden Cove Wealth Management, LLC | 0.19% | Add +2.4% | 1,121 | $340K |
| Destination Wealth Management | 0.01% | Reduce -12.5% | 1,121 | $340K |
| Carter Financial Group, INC. | 0.18% | Reduce -3.3% | 1,120 | $340K |
| Wills Financial Group LLC | 0.12% | No change | 1,118 | $339K |
| Shade Tree Advisors LLC | 0.20% | No change | 1,115 | $338K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -1.9% | 1,112 | $337K |
| Silvia McColl Wealth Management, LLC | 0.20% | No change | 1,110 | $336K |
| Novare Capital Management LLC | 0.02% | Reduce -1.3% | 1,108 | $336K |
| Symmetry Partners, LLC | 0.02% | No change | 1,104 | $335K |
| Oak Harvest Investment Services | 0.03% | Reduce -8.8% | 1,100 | $334K |
| Serenus Wealth Advisors, LLC | 0.06% | No change | 1,100 | $333K |
| Money Concepts Capital Corp. | 0.02% | Reduce -0.2% | 1,097 | $332K |
| Noesis Capital Mangement Corp. | 0.04% | Reduce -2.2% | 1,092 | $331K |
| Monetary Solutions, Ltd | 0.28% | Add +33.3% | 1,090 | $331K |
| SlateStone Wealth, LLC | 0.03% | Reduce -2.1% | 1,084 | $329K |
| ATX Financial Planning, LLC | 0.22% | Reduce -15.0% | 1,080 | $327K |
| Strategic Wealth Partners, Ltd. | 0.02% | Add +8.7% | 1,077 | $327K |
| Legacy Trust | 0.06% | No change | 1,076 | $326K |
| Southern Capital Advisors, LLC | 0.14% | Add +2.8% | 1,073 | $325K |
| BKM Wealth Management, LLC | 0.12% | Add +2.2% | 1,072 | $325K |
| Marco Investment Management LLC | 0.02% | No change | 1,067 | $323K |
| Port Capital LLC | 0.01% | New | 1,065 | $323K |
| Gallagher Capital Advisors, LLC | 0.18% | Reduce -0.1% | 1,063 | $322K |
| Millstone Evans Group, LLC | 0.17% | Reduce -34.6% | 1,062 | $322K |
| Womack Financial LLC | 0.21% | No change | 1,057 | $320K |
| Tobias Financial Advisors, Inc. | 0.04% | Reduce -0.6% | 1,056 | $320K |
| Boston Family Office LLC | 0.02% | Reduce -1.3% | 1,056 | $320K |
| Summit Financial Strategies, Inc. | 0.02% | Add +1.4% | 1,045 | $317K |
| Maseco LLP | 0.01% | Add +5.7% | 1,043 | $316K |
| Valley Financial Group, Inc. | 0.16% | Reduce -0.3% | 1,042 | $316K |
| First Pacific Financial | 0.04% | Reduce -6.2% | 1,037 | $314K |
| VERITY Wealth Advisors | 0.19% | Add +2.0% | 1,035 | $314K |
| Foster Group, Inc. | 0.01% | Reduce -5.0% | 1,034 | $313K |
| Retirement Solution LLC | 0.06% | Add +20.1% | 1,029 | $312K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -0.7% | 1,028 | $312K |
| Elevate Wealth Advisory, Inc. | 0.18% | No change | 1,028 | $312K |
| Old Peak Finance LLC | 0.15% | No change | 1,027 | $311K |
| Adkins Seale Capital Management LLC | 0.28% | Add +6.6% | 1,023 | $310K |
| CPC Advisors, LLC | 0.04% | New | 1,022 | $310K |
| FLC Capital Advisors | 0.05% | No change | 1,021 | $309K |
| Integrity Investment Advisors, LLC | 0.13% | Add +0.3% | 1,016 | $308K |
| Aletheian Wealth Advisors LLC | 0.13% | Reduce -0.4% | 1,010 | $306K |
| Penney Financial, LLC | 0.11% | Reduce -95.9% | 1,005 | $305K |
| Koss-Olinger Consulting, LLC | 0.02% | Reduce -24.1% | 1,004 | $304K |
| Carson Advisory Inc. | 0.14% | Add +8.3% | 1,003 | $304K |
| Ceeto Capital Group, LLC | 0.08% | No change | 1,000 | $303K |
| CAP Partners, LLC | 0.15% | No change | 992 | $301K |
| MainStreet Investment Advisors LLC | 0.04% | Reduce -10.4% | 990 | $300K |
| Sims Investment Management, LLC | 0.09% | Reduce -4.4% | 990 | $300K |
| Walker Financial Services, Inc. | 0.09% | Add +0.3% | 989 | $300K |
| Kane Co Wealth Management, Inc. | 0.23% | No change | 989 | $300K |
| Aull & Monroe Investment Management Corp | 0.13% | No change | 989 | $300K |
| TRUE Private Wealth Advisors | 0.03% | Reduce -1.6% | 985 | $299K |
| Stonebrook Private Inc. | 0.05% | Add +7.0% | 982 | $298K |
| Clarendon Private LLC | 0.19% | New | 982 | $298K |
| Forum Private Client Group LLC | 0.09% | Reduce -1.2% | 981 | $297K |
| Lexington Hill Partners, LLC | 0.14% | Add +0.3% | 979 | $297K |
| Partnership Wealth Management, LLC | 0.20% | Reduce -1.9% | 975 | $296K |
| Pacific Park Financial, Inc. | 0.17% | New | 972 | $295K |
| Crumly & Associates Inc. | 0.06% | Reduce -5.4% | 970 | $294K |
| Hobbs Group Advisors, LLC | 0.08% | Reduce -0.6% | 966 | $293K |
| Teachers Insurance & Annuity Association of America | 0.32% | Add +26.9% | 963 | $292K |
| CacheTech Inc. | 0.05% | No change | 963 | $292K |
| Everstar Asset Management, LLC | 0.14% | No change | 960 | $291K |
| Sterling Investment Advisors, Ltd. | 0.05% | Add +0.1% | 960 | $291K |
| United Community Bank | 0.09% | No change | 958 | $290K |
| Tilia Fiduciary Partners, Inc. | 0.14% | Add +0.3% | 955 | $289K |
| Fourth Dimension Wealth, LLC | 0.09% | No change | 947 | $287K |
| 3 Factor Indexing, LLC | 0.24% | No change | 946 | $287K |
| M1 Capital Management LLC | 0.11% | No change | 945 | $286K |
| Carmel Capital Partners, LLC | 0.09% | Reduce -4.6% | 941 | $285K |
| Hollencrest Capital Management | 0.02% | Reduce -16.8% | 941 | $285K |
| Telos Capital Management, Inc. | 0.03% | New | 940 | $285K |
| Novus Advisors, LLC | 0.59% | Reduce -1.2% | 932 | $283K |
| RS Crum Inc. | 0.05% | Add +8.9% | 931 | $282K |
| Strong Retirement Solutions LLC | 0.17% | Add +7.4% | 930 | $282K |
| Cogent Private Wealth, Inc. | 0.18% | New | 930 | $282K |
| Matisse Capital | 0.11% | No change | 928 | $281K |
| Accurate Wealth Management, LLC | 0.03% | Add +23.4% | 943 | $281K |
| Prospect Financial Group LLC | 0.23% | No change | 927 | $281K |
| First Growth Capital LLC | 0.21% | No change | 926 | $281K |
| Approach Retirement Advisors, LLC | 0.20% | Add +0.1% | 924 | $280K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 925 | $280K |
| Anson Capital, Inc. | 0.18% | No change | 923 | $280K |
| Twin City Private Wealth, LLC | 0.20% | Add +7.3% | 923 | $280K |
| McCartney Wealth Management LLC | 0.21% | Add +0.3% | 922 | $279K |
| Cherrydale Wealth Management, LLC | 0.07% | No change | 921 | $279K |
| Fulton Breakefield Broenniman LLC | 0.02% | Add +1.9% | 920 | $279K |
| Bogart Wealth, LLC | 0.01% | Add +5.2% | 915 | $277K |
| Raffa Wealth Management, LLC | 0.03% | Add +0.1% | 914 | $277K |
| Correct Capital Wealth Management | 0.05% | No change | 913 | $277K |
| Wise Wealth Partners | 0.47% | Add +11.9% | 909 | $276K |
| Stephenson & Company, Inc. | 0.13% | Add +5.6% | 907 | $275K |
| Retirement Capital Strategies | 0.10% | No change | 907 | $275K |
| Wealth Alliance Advisory Group, LLC | 0.04% | New | 903 | $274K |
| Junk Investment Group, LLC | 0.12% | New | 903 | $274K |
| Evergreen Advisors, LLC | 0.06% | Add +0.3% | 901 | $273K |
| Steel Grove Capital Advisors, LLC | 0.03% | No change | 900 | $273K |
| Lawood & Co. | 0.18% | Reduce -32.2% | 900 | $273K |
| Fortune Financial Group, Inc. | 0.21% | Reduce -48.1% | 899 | $273K |
| Park Capital Management, LLC / WI | 0.16% | No change | 899 | $273K |
| Smith Salley Wealth Management | 0.01% | New | 898 | $272K |
| Refined Wealth Management | 0.16% | Add +0.1% | 898 | $272K |
| Cottage Street Advisors LLC | 0.11% | Add +0.2% | 897 | $272K |
| Glen Eagle Advisors, LLC | 0.03% | Add +5.9% | 896 | $272K |
| Private Management Group Inc. | 0.01% | Reduce -3.3% | 894 | $271K |
| AAF Wealth Management, LLC | 0.10% | Reduce -2.0% | 893 | $271K |
| Wealthcare Capital Management LLC | 0.03% | No change | 893 | $271K |
| LifeGoal Investments, LLC | 0.12% | No change | 893 | $271K |
| Amicus Financial Advisors, LLC | 0.07% | Add +6.8% | 891 | $270K |
| Beacon Wealthcare LLC | 0.09% | No change | 887 | $269K |
| Sentry LLC | 0.08% | New | 886 | $269K |
| Melfa Wealth Management, Inc. | 0.14% | No change | 881 | $267K |
| Argent Advisors, Inc. | 0.07% | Add +6.3% | 880 | $267K |
| David J Yvars Group | 0.13% | New | 879 | $266K |
| Edgestream Partners, L.P. | 0.01% | New | 879 | $266K |
| Camelot Technology Advisors, Inc. | 0.18% | No change | 869 | $263K |
| Buttonwood Financial Advisors Inc. | 0.08% | Reduce -14.3% | 869 | $263K |
| NorthLanding Financial Partners, LLC | 0.18% | Reduce -0.9% | 869 | $263K |
| Revere Asset Management, Inc | 0.10% | No change | 867 | $263K |
| Community Bank, N.A. | 0.03% | Reduce -1.1% | 865 | $262K |
| Kinetic Wealth Investment Advisors LLC | 0.12% | — | 864 | $262K |
| Blalock Williams, LLC | 0.17% | No change | 862 | $261K |
| Yukon Wealth Management, Inc. | 0.07% | No change | 862 | $261K |
| Waterfront Wealth Inc. | 0.04% | New | 876 | $261K |
| Welch Group, LLC | 0.01% | No change | 860 | $261K |
| Journey Advisory Group, LLC | 0.02% | Add +1.3% | 859 | $260K |
| Entrewealth, LLC | 0.10% | No change | 861 | $260K |
| CGC Financial Services, LLC | 0.06% | No change | 857 | $260K |
| Daybright Advisory Services, Inc. | 0.06% | Add +0.3% | 880 | $260K |
| J. Derek Lewis & Associates Inc. | 0.05% | Add +3.8% | 857 | $260K |
| Boston Trust Walden Corp | 0.00% | No change | 856 | $259K |
| Grey Fox Wealth Advisors, LLC | 0.04% | New | 856 | $259K |
| Powers Advisory Group, LLC | 0.08% | Add +1.1% | 853 | $259K |
| Arsenal Capital Advisors LLC | 0.15% | No change | 851 | $258K |
| RVW Wealth, LLC | 0.02% | Reduce -0.1% | 850 | $258K |
| Nottingham Advisors, Inc. | 0.03% | No change | 873 | $257K |
| Tiller Private Wealth, Inc. | 0.08% | No change | 847 | $257K |
| CVFG LLC | 0.03% | Reduce -8.0% | 846 | $256K |
| Miller Financial Services LLC | 0.21% | Reduce -49.7% | 845 | $256K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 844 | $256K |
| Key Client Fiduciary Advisors, LLC | 0.07% | Add +5.1% | 839 | $254K |
| Clear Wave Wealth Management LLC | 0.06% | Add +0.8% | 837 | $254K |
| Proficio Capital Partners LLC | 0.01% | No change | 834 | $253K |
| First Western Trust Bank | 0.01% | No change | 833 | $252K |
| DDD Partners, LLC | 0.02% | Add +0.1% | 831 | $252K |
| Integris Wealth Management, LLC | 0.05% | No change | 831 | $252K |
| Beck Mack & Oliver LLC | 0.00% | No change | 830 | $252K |
| Michels Family Financial, LLC | 0.16% | Add +0.1% | 830 | $251K |
| Elevate Capital Advisors, LLC | 0.14% | New | 829 | $251K |
| Central Bank & Trust Co. | 0.04% | No change | 828 | $251K |
| Trek Financial, LLC | 0.01% | Reduce -2.4% | 823 | $249K |
| Valley National Advisers Inc. | 0.03% | Reduce -50.1% | 820 | $249K |
| Alhambra Investment Management LLC | 0.11% | Reduce -2.7% | 815 | $247K |
| Stokes Family Office, LLC | 0.03% | Reduce -28.8% | 815 | $247K |
| Heritage Wealth Management, Inc./Texas | 0.10% | No change | 814 | $247K |
| Waddell & Associates, LLC | 0.01% | New | 814 | $247K |
| Northeast Planning Associates, Inc. / NH / | 0.18% | Add +0.1% | 811 | $246K |
| MinichMacGregor Wealth Management, LLC | 0.04% | No change | 811 | $246K |
| Shira Ridge Wealth Management | 0.09% | Add +0.6% | 806 | $244K |
| Paller Financial Services Inc | 0.18% | No change | 804 | $244K |
| Southern Michigan Bank & Trust | 0.09% | No change | 802 | $243K |
| YHB Investment Advisors, Inc. | 0.02% | Reduce -2.4% | 802 | $243K |
| Trace Wealth Advisors, LLC | 0.16% | No change | 800 | $242K |
| Arthur M. Cohen & Associates, LLC | 0.04% | No change | 800 | $242K |
| Pasadena Private Wealth, LLC | 0.03% | Add +0.3% | 800 | $242K |
| Pinion Investment Advisors, LLC | 0.05% | Add +2.7% | 799 | $242K |
| DHJJ Financial Advisors, Ltd. | 0.07% | Reduce -2.9% | 797 | $242K |
| Pekin Hardy Strauss, Inc. | 0.02% | No change | 797 | $242K |
| Cassady Wealth & Retirement Planning, LLC | 0.11% | No change | 796 | $241K |
| Trustco Bank Corp. N Y | 0.18% | No change | 796 | $241K |
| Bennett Selby Investments LP | 0.08% | Add +0.3% | 794 | $241K |
| Sunpointe, LLC | 0.07% | New | 793 | $240K |
| RKL Wealth Management LLC | 0.02% | New | 787 | $239K |
| Pitti Group Wealth Management, LLC | 0.17% | Reduce -0.1% | 786 | $238K |
| Monograph Wealth Advisors, LLC | 0.02% | No change | 786 | $238K |
| Omega Financial Group, LLC | 0.07% | Add +0.3% | 785 | $238K |
| TKG Advisors, LLC | 0.08% | No change | 785 | $238K |
| MOR Wealth Management, LLC | 0.09% | No change | 784 | $238K |
| Versant Capital Management, Inc | 0.02% | No change | 783 | $237K |
| Norden Group LLC | 0.02% | Reduce -6.0% | 783 | $237K |
| Richard W. Paul & Associates, LLC | 0.07% | Reduce -11.3% | 781 | $237K |
| Colton Groome Financial Advisors, LLC | 0.06% | New | 781 | $237K |
| Redwood Financial Network Corp | 0.13% | Reduce -29.8% | 781 | $237K |
| Cornell Pochily Investment Advisors, Inc. | 0.06% | Reduce -23.2% | 778 | $236K |
| Richard P Slaughter Associates Inc | 0.05% | No change | 777 | $236K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -14.4% | 775 | $235K |
| PUREfi Wealth, LLC | 0.13% | No change | 775 | $235K |
| Heartland Bank & Trust Co | 0.05% | Reduce -1.0% | 775 | $235K |
| D L Carlson Investment Group Inc. | 0.04% | No change | 774 | $235K |
| Genesis Private Wealth, LLC | 0.07% | New | 773 | $234K |
| Frederick Financial Consultants, LLC | 0.10% | Reduce -3.7% | 772 | $234K |
| Quartz Partners, LLC | 0.08% | No change | 769 | $233K |
| RHS Financial, LLC | 0.09% | New | 767 | $232K |
| Dearborn Partners LLC | 0.01% | No change | 766 | $232K |
| Forbes J M & Co. LLP | 0.02% | No change | 765 | $232K |
| Alliance Private Wealth, LLC | 0.08% | Reduce -0.9% | 764 | $232K |
| Community Bank of Raymore | 0.14% | New | 763 | $231K |
| Retirement Income Solutions, Inc. | 0.04% | No change | 880 | $230K |
| TD Waterhouse Canada Inc. | 0.00% | Add +15.9% | 764 | $230K |
| Empirical Asset Management, LLC | 0.05% | Reduce -74.1% | 759 | $230K |
| Sterling Financial Planning, Inc. | 0.06% | New | 757 | $230K |
| Hengehold Capital Management LLC | 0.02% | New | 754 | $229K |
| Silicon Valley Capital Partners | 0.02% | Add +0.3% | 752 | $228K |
| Enclave Advisors LLC | 0.03% | Reduce -4.2% | 752 | $228K |
| Syntegra Private Wealth Group, LLC | 0.02% | New | 751 | $228K |
| ICW Investment Advisors LLC | 0.08% | New | 751 | $228K |
| Capital Investment Services of America, Inc. | 0.02% | New | 750 | $227K |
| Pine Harbor Wealth Management, LLC | 0.06% | New | 750 | $227K |
| Regimen Wealth, LLC | 0.06% | New | 749 | $227K |
| Mosaic Financial Group, LLC | 0.14% | New | 747 | $226K |
| Nixon Peabody Trust Co. | 0.02% | New | 745 | $226K |
| Moody LYNN Lieberson & Walker, LLC | 0.01% | New | 745 | $226K |
| Breakwater Investment Management | 0.08% | Reduce -1.9% | 744 | $226K |
| Mason Investment Advisory Services, Inc. | 0.01% | New | 743 | $225K |
| Sovereign Investment Advisors, LLC | 0.04% | New | 742 | $225K |
| Legacy Financial Group, Inc. | 0.05% | Reduce -3.1% | 742 | $225K |
| Next Capital Management LLC | 0.06% | New | 738 | $224K |
| AF Advisors, Inc. | 0.11% | New | 737 | $223K |
| Schmidt P J Investment Management Inc. | 0.03% | New | 736 | $223K |
| Foster & Motley Inc. | 0.01% | New | 734 | $223K |
| Strathmore Capital Advisors, Inc. | 0.06% | No change | 751 | $223K |
| Matauro, LLC | 0.03% | New | 734 | $223K |
| Crux Wealth Advisors | 0.08% | New | 734 | $222K |
| Donaldson Capital Management, LLC | 0.01% | New | 732 | $222K |
| Serenity Investment Advisors | 0.09% | No change | 731 | $221K |
| OLIO Financial Planning | 0.05% | New | 728 | $221K |
| Strive Financial Group ,LLC | 0.10% | Add +97.8% | 726 | $220K |
| Ingalls & Snyder LLC | 0.01% | Reduce -11.0% | 726 | $220K |
| Wall Capital Group, Inc. | 0.18% | New | 723 | $219K |
| F/m Investments LLC | 0.01% | Reduce -20.6% | 723 | $219K |
| Plan A Wealth LLC | 0.09% | New | 722 | $219K |
| Sigma Investment Counselors Inc. | 0.01% | New | 719 | $218K |
| RPS Advisory Solutions LLC | 0.14% | New | 718 | $218K |
| Broyhill Asset Management, LLC | 0.19% | New | 718 | $218K |
| Veracity Capital LLC | 0.06% | New | 716 | $217K |
| Foster Victor Wealth Advisors, LLC | 0.01% | Reduce -37.3% | 730 | $217K |
| WLTH Capital Management, LLC | 0.14% | Reduce -19.8% | 710 | $215K |
| Tsfg, LLC | 0.03% | Add +7.0% | 708 | $215K |
| Harbour Capital Advisors, LLC | 0.04% | No change | 721 | $215K |
| Everpar Advisors LLC | 0.06% | Reduce -43.8% | 706 | $214K |
| Reliant Investment Partners, LLC | 0.14% | New | 701 | $212K |
| TIAA Wealth Investment Management LLC | 0.00% | Add +32.1% | 704 | $212K |
| Verity Asset Management, Inc. | 0.08% | New | 699 | $212K |
| Quantum Financial Planning Services, Inc. | 0.07% | New | 698 | $212K |
| HFG Advisors, Inc. | 0.13% | New | 698 | $212K |
| Delta Investment Management, LLC | 0.03% | New | 697 | $211K |
| Blankinship & Foster, LLC | 0.04% | New | 697 | $211K |
| Trexquant Investment LP | 0.00% | New | 697 | $211K |
| Ballentine Capital Advisors, Inc | 0.08% | New | 696 | $211K |
| Chicago Capital, LLC | 0.01% | New | 693 | $210K |
| Clearwave Capital, LLC | 0.12% | New | 692 | $210K |
| Alamar Capital Management, LLC | 0.11% | New | 692 | $210K |
| Austin Wealth Management, LLC | 0.04% | New | 704 | $209K |
| Xena Financial Planning, LLC | 0.20% | New | 685 | $208K |
| Frisch Financial Group, Inc. | 0.04% | Reduce -23.8% | 684 | $207K |
| Raleigh Capital Management Inc. | 0.07% | Reduce -4.3% | 684 | $207K |
| Red Mountain Financial, LLC | 0.17% | New | 683 | $207K |
| Fca Corp. | 0.05% | New | 683 | $207K |
| First City Capital Management, Inc. | 0.10% | New | 681 | $206K |
| Clarus Group, Inc. | 0.07% | New | 678 | $206K |
| Ledgewood Wealth Advisors, LLC | 0.11% | New | 675 | $205K |
| CMH Wealth Management LLC | 0.03% | New | 675 | $205K |
| Caldwell Sutter Capital, Inc. | 0.08% | Reduce -17.1% | 674 | $204K |
| New Perspectives, Inc | 0.06% | New | 674 | $204K |
| Citrine Capital LLC | 0.08% | New | 673 | $204K |
| Wilkins Miller Wealth Management, LLC | 0.11% | New | 671 | $203K |
| Financial Plan, Inc. | 0.02% | New | 669 | $203K |
| WealthCollab, LLC | 0.07% | No change | 668 | $202K |
| Peak Financial Management, Inc. | 0.05% | New | 668 | $202K |
| Colonial River Investments, LLC | 0.06% | New | 667 | $202K |
| Waterway Wealth Management, LLC | 0.04% | Reduce -22.9% | 666 | $202K |
| Carrera Capital Advisors | 0.03% | New | 666 | $202K |
| Parthenon LLC | 0.02% | New | 665 | $202K |
| Perkins Coie Trust Co | 0.03% | No change | 665 | $202K |
| Northstar Advisory Group, LLC | 0.06% | New | 665 | $201K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.04% | New | 663 | $201K |
| One Wealth Advisors, LLC | 0.02% | New | 660 | $200K |
| Pacific Center for Financial Services | 0.04% | Add +4.6% | 658 | $199K |
| Vermillion Wealth Management, Inc. | 0.05% | Add +0.1% | 649 | $197K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +105.7% | 654 | $196K |
| StrongBox Wealth, LLC | 0.05% | New | 635 | $192K |
| Ares Financial Consulting, LLC | 0.14% | No change | 630 | $191K |
| Synergy Investment Management, LLC | 0.05% | Reduce -7.8% | 625 | $189K |
| Nemes Rush Group LLC | 0.02% | Add +16.8% | 620 | $188K |
| Avalon Trust Co | 0.01% | Reduce -39.6% | 610 | $185K |
| Coston, McIsaac & Partners | 0.04% | No change | 591 | $179K |
| Basecamp Wealth Advisors LLC | 0.03% | Reduce -27.2% | 563 | $171K |
| Institute for Wealth Management, LLC. | 0.01% | Reduce -26.6% | 562 | $170K |
| Evolution Wealth Management Inc. | 0.10% | Add +3.0% | 559 | $169K |
| Ulland Investment Advisors, LLC | 0.12% | No change | 555 | $168K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 550 | $167K |
| Delos Wealth Advisors, LLC | 0.09% | No change | 549 | $166K |
| SYM FINANCIAL Corp | 0.01% | Add +0.2% | 548 | $166K |
| London Co. of Virginia | 0.00% | Reduce -19.0% | 537 | $163K |
| Turtle Creek Wealth Advisors, LLC | 0.01% | No change | 532 | $161K |
| GFS Advisors, LLC | 0.02% | No change | 21,325 | $160K |
| Orion Capital Management LLC | 0.05% | Reduce -0.6% | 516 | $157K |
| Go Invest LLC | 0.04% | Add +1.0% | 502 | $152K |
| Morling Financial Advisors, LLC | 0.04% | Add +3.1% | 500 | $152K |
| one8zero8, LLC | 0.03% | Reduce -21.9% | 500 | $152K |
| 1 North Wealth Services LLC | 0.05% | Reduce -16.7% | 485 | $147K |
| Lavaca Capital LLC | 0.02% | New | 482 | $146K |
| Smallwood Wealth Investment Management, LLC | 0.06% | No change | 465 | $141K |
| Sittner & Nelson, LLC | 0.04% | Add +4.0% | 464 | $141K |
| Townsend Asset Management Corp. /NC/ | 0.04% | Reduce -8.4% | 460 | $139K |
| Hilltop National Bank | 0.03% | Add +123.0% | 455 | $138K |
| NFSG Corp | 0.02% | Add +12.5% | 450 | $137K |
| SWAN Capital LLC | 0.05% | New | 448 | $136K |
| MidFirst Bank | 0.01% | No change | 439 | $133K |
| Seneschal Advisors, LLC | 0.09% | No change | 436 | $132K |
| Conquis Financial LLC | 0.11% | No change | 434 | $132K |
| Gables Capital Management Inc. | 0.05% | Add +0.9% | 428 | $130K |
| Park Place Capital Corp | 0.02% | Add +5225.0% | 426 | $129K |
| Gladwyn Financial Advisors, Inc. | 0.08% | Reduce -26.1% | 411 | $124K |
| Bollard Group LLC | 0.00% | Add +0.3% | 408 | $124K |
| Founders Capital Management | 0.05% | No change | 409 | $124K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 407 | $124K |
| KERR FINANCIAL PLANNING Corp | 0.14% | Reduce -1.3% | 444 | $122K |
| Paladin Advisory Group, LLC | 0.08% | Reduce -4.8% | 401 | $122K |
| Woodard & Co. Asset Management Group Inc. | 0.02% | No change | 400 | $121K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 400 | $121K |
| Blueline Advisors LLC | 0.08% | Add +30.0% | 399 | $121K |
| Crews Bank & Trust | 0.02% | Add +7.9% | 398 | $121K |
| Winch Advisory Services, LLC | 0.02% | Add +208.7% | 392 | $119K |
| Reyes Financial Architecture, Inc. | 0.06% | Reduce -54.7% | 380 | $115K |
| Loomis Sayles & Co. L P | 0.00% | Add +971.4% | 375 | $114K |
| Heritage Wealth Advisors | 0.00% | No change | 373 | $113K |
| 1015 Capital Partners, LLC | 0.09% | No change | 373 | $113K |
| Heartland Advisors Inc. | 0.01% | No change | 371 | $112K |
| Cornerstone Financial Management LLC | 0.09% | No change | 367 | $111K |
| Retirement Wealth Solutions LLC | 0.06% | No change | 363 | $110K |
| Tucker Asset Management LLC | 0.03% | Add +1.4% | 361 | $109K |
| Albion Financial Group | 0.01% | No change | 360 | $109K |
| Gilpin Wealth Management, LLC | 0.08% | No change | 358 | $109K |
| GS Investments, Inc. | 0.08% | No change | 357 | $108K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 355 | $108K |
| Trust Co | 0.01% | Add +8.4% | 349 | $106K |
| Bfsg, LLC | 0.01% | Add +76.3% | 349 | $106K |
| Sankala Group LLC | 0.07% | Reduce -8.0% | 347 | $106K |
| Ironwood Wealth Management, LLC. | 0.02% | Reduce -5.8% | 342 | $104K |
| Atlantic Private Wealth, LLC | 0.06% | No change | 334 | $101K |
| Compass Financial Management LLC | 0.01% | — | 332 | $101K |
| Financial Perspectives, Inc | 0.02% | Add +8.6% | 329 | $100K |
| Granite FO LLC | 0.05% | No change | 328 | $99K |
| Kings Path Partners LLC | 0.03% | No change | 323 | $98K |
| Burkett Financial Services, LLC | 0.03% | Reduce -9.1% | 311 | $95K |
| Broadwater Capital Management LLC | 0.07% | No change | 308 | $93K |
| Birchbrook, Inc. | 0.04% | Reduce -0.7% | 306 | $93K |
| Mark Sheptoff Financial Planning, LLC | 0.05% | No change | 300 | $91K |
| Realta Investment Advisors | 0.03% | Reduce -23.3% | 297 | $90K |
| Barnes Dennig Private Wealth Management LLC | 0.07% | No change | 291 | $88K |
| Alerus Financial NA | 0.00% | No change | 291 | $88K |
| PlanVest Financial, Inc | 0.06% | Add +17.5% | 289 | $88K |
| Benson Wealth Management INC | 0.09% | No change | 281 | $85K |
| Sawyer & Company, Inc | 0.03% | Add +0.4% | 281 | $85K |
| Murphy & Mullick Capital Management Corp | 0.05% | No change | 274 | $83K |
| Quent Capital, LLC | 0.01% | Reduce -0.4% | 271 | $82K |
| Robinswood Financial LLC | 0.02% | No change | 267 | $81K |
| Wells Financial Advisors INC | 0.75% | Reduce -85.5% | 266 | $81K |
| Ogorek Anthony Joseph /NY/ | 0.02% | No change | 266 | $80K |
| Godfrey Financial Associates, Inc. | 0.06% | Add +3.1% | 262 | $79K |
| Bayban | 0.06% | No change | 260 | $79K |
| Protective Life Corp. | 0.56% | Reduce -47.6% | 258 | $78K |
| Game Plan Financial Advisors, LLC | 0.03% | Add +966.7% | 256 | $78K |
| HighMark Wealth Management LLC | 0.02% | Add +0.4% | 245 | $74K |
| Allianz SE | 0.00% | No change | 245 | $74K |
| Schroder Investment Management Group | 0.00% | No change | 244 | $74K |
| Tidemark, LLC | 0.02% | Add +279.7% | 243 | $74K |
| SIMA Wealth Partners, LLC | 0.05% | No change | 241 | $73K |
| CNB Bank | 0.03% | No change | 240 | $73K |
| SRH Advisors, LLC | 0.02% | No change | 240 | $73K |
| Hilton Head Capital Partners, LLC | 0.04% | No change | 238 | $72K |
| Hanson & Doremus Investment Management | 0.01% | No change | 238 | $72K |
| Burk Holdings LLC | 0.03% | Reduce -17.5% | 236 | $72K |
| Keystone Financial Group, Inc. | 0.04% | No change | 236 | $72K |
| Key Capital Management, INC | 0.04% | Reduce -7.7% | 229 | $69K |
| American Capital Advisory, LLC | 0.02% | Reduce -19.9% | 222 | $67K |
| 4Thought Financial Group Inc. | 0.03% | Reduce -94.8% | 221 | $67K |
| Basepoint Wealth LLC | 0.04% | New | 220 | $67K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 219 | $66K |
| Portfolio Resources Advisor Group, Inc. | 0.06% | New | 218 | $66K |
| Private Wealth Management Group, LLC | 0.02% | Reduce -10.7% | 217 | $66K |
| Acima Private Wealth, LLC | 0.02% | No change | 217 | $66K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | Add +0.5% | 216 | $65K |
| Vestor Capital, LLC | 0.00% | Add +96.4% | 1,646 | $65K |
| Signature Equity Partners, LLC | 0.03% | Add +3.9% | 213 | $64K |
| CVA Family Office, LLC | 0.01% | Reduce -66.7% | 212 | $64K |
| Towne Trust Company, N.A | 0.02% | New | 210 | $64K |
| Centennial Bank | 0.02% | Reduce -32.8% | 205 | $62K |
| LifeSteps Financial, Inc. | 0.03% | New | 203 | $62K |
| ESL Trust Services, LLC | 0.01% | No change | 201 | $61K |
| Atwood & Palmer Inc. | 0.00% | No change | 197 | $60K |
| Comprehensive Financial Planning, Inc. | 0.03% | Reduce -13.8% | 194 | $59K |
| Marshall Investment Management, LLC | 0.02% | Reduce -38.5% | 190 | $58K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 189 | $57K |
| Hoese & Co LLP | 0.04% | No change | 188 | $57K |
| Pioneer Family Office, LLC | 0.03% | Reduce -18.5% | 181 | $55K |
| Toth Financial Advisory Corp. | 0.01% | No change | 180 | $55K |
| Vision Retirement, LLC | 0.01% | Add +0.6% | 174 | $53K |
| Cambient Family Office, LLC | 0.01% | Add +131.0% | 164 | $50K |
| Byrne Asset Management LLC | 0.03% | Add +1.9% | 163 | $49K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | Add +198.2% | 161 | $49K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 160 | $48K |
| Tower View Wealth Management LLC | 0.02% | No change | 157 | $48K |
| Concord Wealth Partners | 0.01% | New | 150 | $46K |
| Creative Capital Management Investments LLC | 0.01% | No change | 150 | $45K |
| Canton Hathaway, LLC | 0.01% | No change | 150 | $45K |
| Family Manage LLC | 0.00% | No change | 150 | $45K |
| Centerpoint Advisors, LLC | 0.01% | New | 148 | $45K |
| Kozak & Associates, Inc. | 0.01% | Reduce -3.3% | 145 | $44K |
| Bellevue Asset Management, LLC | 0.02% | No change | 144 | $44K |
| Hurley Capital, LLC | 0.02% | No change | 143 | $43K |
| Princeton Global Asset Management LLC | 0.01% | Reduce -82.3% | 141 | $43K |
| Greykasell Wealth Strategies, Inc. | 0.02% | Reduce -3.4% | 141 | $43K |
| Integrity Financial Corp | 0.02% | Add +3.8% | 136 | $41K |
| Addison Advisors LLC | 0.02% | No change | 133 | $40K |
| Colonial Trust Advisors | 0.00% | Add +26.2% | 130 | $39K |
| Syntax Research, Inc. | 0.03% | No change | 129 | $39K |
| Roxbury Financial LLC | 0.03% | No change | 125 | $38K |
| WPG Advisers, LLC | 0.02% | No change | 122 | $37K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 119 | $36K |
| GGM Financial LLC | 0.01% | No change | 117 | $35K |
| Motco | 0.00% | Reduce -27.9% | 116 | $35K |
| NorthAvenue LLC | 0.02% | No change | 113 | $34K |
| YANKCOM Partnership | 0.01% | Reduce -26.3% | 112 | $34K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.02% | No change | 110 | $33K |
| Your Advocates Ltd., LLP | 0.01% | No change | 109 | $33K |
| Bernard Wealth Management Corp. | 0.01% | Add +86.2% | 108 | $33K |
| Aventura Private Wealth, LLC | 0.01% | No change | 107 | $32K |
| Activest Wealth Management | 0.01% | Add +303.9% | 105 | $32K |
| Financial Gravity Companies, Inc. | 0.01% | — | 103 | $31K |
| Chesapeake Asset Management LLC | 0.02% | No change | 102 | $31K |
| Midwest Capital Advisors, LLC | 0.01% | No change | 101 | $31K |
| LFA - Lugano Financial Advisors SA | 0.02% | New | 100 | $30K |
| Peachtree Investment Partners, LLC | 0.01% | Add +2.1% | 99 | $30K |
| Costello Asset Management, INC | 0.01% | No change | 96 | $29K |
| Navigoe, LLC | 0.02% | No change | 97 | $29K |
| Anchor Bay Capital, Inc. | 0.02% | — | 91 | $28K |
| Pinney & Scofield, Inc. | 0.01% | No change | 91 | $28K |
| Global Trust Asset Management, LLC | 0.01% | Add +5.9% | 90 | $27K |
| Chapman Financial Group, LLC | 0.02% | No change | 90 | $27K |
| Arlington Trust Co LLC | 0.00% | Reduce -92.5% | 90 | $27K |
| Toews Corp. | 0.00% | New | 83 | $25K |
| Avion Wealth | 0.00% | No change | 83 | $25K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 82 | $25K |
| Wellington-Altus USA Inc. | 0.02% | New | 93 | $24K |
| Spectrum Wealth Advisory Group, LLC | 0.01% | New | 80 | $24K |
| Richards, Merrill & Peterson, Inc. | 0.01% | Add +25.8% | 78 | $24K |
| MV Capital Management, Inc. | 0.00% | New | 76 | $23K |
| Pacifica Partners Inc. | 0.01% | No change | 71 | $21K |
| Kingdom Financial Group LLC. | 0.01% | Reduce -38.6% | 70 | $21K |
| Markowski Investments | 0.00% | — | 67 | $20K |
| Measured Wealth Private Client Group, LLC | 0.00% | Reduce -62.5% | 66 | $20K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 65 | $20K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 65 | $20K |
| Walsh & Associates, LLC | 0.02% | Reduce -23.8% | 64 | $20K |
| Pursuit Wealth Strategies, LLC | 0.03% | Add +1.6% | 64 | $19K |
| Ballast Advisors LLC | 0.00% | No change | 64 | $19K |
| Friedenthal Financial | 0.01% | No change | 63 | $19K |
| Peterson Wealth Management | 0.01% | New | 61 | $19K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -39.6% | 61 | $18K |
| Dorato Capital Management | 0.01% | No change | 58 | $17K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 57 | $17K |
| Davis Capital Management | 0.01% | Add +32.5% | 53 | $16K |
| EPG Wealth Management LLC | 0.00% | No change | 53 | $16K |
| 10Elms LLP | 0.01% | New | 52 | $16K |
| PFS Partners, LLC | 0.01% | No change | 44 | $13K |
| Vima LLC | 0.01% | — | 44 | $13K |
| Thompson Investment Management, Inc. | 0.00% | Reduce -39.4% | 43 | $13K |
| Harborfront Financial Group LLC | 0.05% | — | 42 | $13K |
| Wilkerson Advisory Group LLC | 0.00% | No change | 42 | $13K |
| Van Eck Associates Corp. | 0.00% | Add +20.0% | 42 | $13K |
| Ascentis Wealth Management, LLC | 0.00% | Reduce -66.1% | 41 | $12K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 38 | $12K |
| Kentucky Trust Co | 0.01% | No change | 36 | $11K |
| Fairman Group, LLC | 0.01% | No change | 34 | $10K |
| Wolff Wiese Magana LLC | 0.00% | No change | 32 | $10K |
| MTM Investment Management, LLC | 0.00% | No change | 32 | $10K |
| True Wealth Design, LLC | 0.00% | Reduce -96.4% | 32 | $10K |
| Rakuten Securities, Inc. | 0.00% | Reduce -90.4% | 32 | $10K |
| Union Savings Bank | 0.00% | No change | 32 | $10K |
| Zeit Capital LLC | 0.01% | No change | 31 | $9K |
| West Branch Capital LLC | 0.00% | No change | 26 | $8K |
| Midway Capital Research & Management | 0.01% | No change | 25 | $8K |
| Financial Life Planners | 0.00% | No change | 24 | $7K |
| Arvest Investments, Inc. | 0.00% | No change | 22 | $7K |
| Westfuller Advisors, LLC | 0.00% | Reduce -54.5% | 20 | $6K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 20 | $6K |
| McGuire Capital Advisors Inc. | 0.00% | Add +400.0% | 20 | $6K |
| Sofi Wealth, LLC | 0.00% | Reduce -20.0% | 20 | $6K |
| Mechanics Financial Corp | 0.00% | New | 15 | $5K |
| Providence Capital Advisors, LLC | 0.00% | No change | 14 | $4K |
| Hoey Investments, Inc. | 0.00% | No change | 13 | $4K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +140.0% | 12 | $4K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 12 | $4K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 12 | $4K |
| Copia Wealth Management | 0.00% | No change | 10 | $3K |
| Kilter Group LLC | 0.00% | Reduce -11.1% | 8 | $2K |
| High Point Wealth Management, LLC | 0.00% | New | 6 | $2K |
| Mosley Wealth Management | 0.00% | New | 6 | $2K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 6 | $2K |
| Ankerstar Wealth, LLC | 0.00% | Reduce -44.4% | 5 | $2K |
| Frankly Finances, LLC | 0.00% | New | 5 | $2K |
| Van Den Berg Management I, Inc. | 0.00% | No change | 5 | $2K |
| Blume Capital Management, Inc. | 0.00% | New | 3 | $910 |
| Eukles Asset Management | 0.00% | No change | 3 | $909 |
| Morse Asset Management, Inc | 0.00% | No change | 3 | $909 |
| BNP Paribas Financial Markets | 0.00% | No change | 3 | $909 |
| GoalVest Advisory LLC | 0.00% | No change | 2 | $606 |
| Vision Financial Markets LLC | 0.00% | No change | 2 | $308 |
| Networth Advisors, LLC | 0.00% | No change | 1 | $304 |
| Imprint Wealth LLC | 0.00% | No change | 1 | $303 |
| Darwin Wealth Management, LLC | 0.00% | No change | 1 | $303 |
"% 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.