Vngrd Mrngst SL-CP Val ETF-UVBRETF
13F holders, Q1 2024 (March 31)1,376holders
6famous investors
$191.40avg. 13F price*
At the end of Q1 2024, 1,376 institutions reported holding Vngrd Mrngst SL-CP Val ETF-U (VBR) in their 13F filings. The largest holders were Bank of America Corp. ($3.0B), Betterment LLC ($817.7M) and Morgan Stanley ($799.1M). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Vngrd Mrngst SL-CP Val ETF-U
- Filed as
- VANGUARD INDEX FDS (Q1 2024)
- CUSIP
- 922908611
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $37.6M |
| Exits | 71 | $98.1M |
Ownership 1,376 holders
| Bank of America Corp. | 0.30% | Add +46.9% | 15,767,490 | $3.0B |
| Betterment LLC | 2.19% | Reduce -47.2% | 4,261,605 | $817.7M |
| Morgan Stanley | 0.06% | Reduce -2.8% | 4,164,442 | $799.1M |
| Assetmark, Inc. | 2.21% | Add +6.5% | 3,534,864 | $678.3M |
| Jones Financial Companies LLLP | 0.79% | Reduce -6.7% | 3,036,974 | $582.7M |
| Envestnet Asset Management Inc. | 0.16% | Reduce -15.7% | 2,173,390 | $417.0M |
| Wells Fargo & Company | 0.08% | Add +2.4% | 1,570,561 | $301.4M |
| UBS Group AG | 0.10% | Add +2.7% | 1,527,881 | $293.2M |
| Goldman Sachs Group Inc. | 0.06% | Reduce -26.5% | 1,479,027 | $283.8M |
| Mather Group, Llc. | 4.08% | Reduce -0.2% | 1,437,525 | $258.7M |
| Sei Investments Co. | 0.36% | Add +4.9% | 1,266,835 | $243.1M |
| LPL Financial LLC | 0.12% | Add +2.9% | 1,133,135 | $217.4M |
| PNC Financial Services Group, Inc. | 0.14% | Add +0.7% | 1,031,246 | $197.9M |
| Choreo, LLC | 4.36% | Reduce -6.1% | 885,528 | $169.9M |
| Aspiriant, LLC | 5.98% | Add +0.3% | 753,095 | $144.5M |
| HighTower Advisors, LLC | 0.23% | Reduce -2.7% | 748,331 | $143.6M |
| Ameriprise Financial Inc. | 0.04% | Reduce -4.5% | 726,504 | $139.5M |
| Osaic Holdings, Inc. | 0.31% | Reduce -22.7% | 723,260 | $138.9M |
| Allworth Financial LP | 0.93% | Add +0.8% | 685,765 | $131.6M |
| Tiaa Trust, National Association | 0.40% | Add +4.3% | 679,484 | $130.4M |
| Commonwealth Equity Services, LLC | 0.20% | Add +2.9% | 617,250 | $118.4M |
| Cetera Investment Advisers | 0.27% | Add +324.7% | 602,463 | $115.6M |
| Efficient Advisors, LLC | 7.36% | Reduce -0.8% | 597,685 | $114.7M |
| Mill Creek Capital Advisors, LLC | 2.88% | Add +13.3% | 553,377 | $106.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.7% | 538,995 | $103.4M |
| Bank of Montreal | 0.03% | Add +3.5% | 523,741 | $100.6M |
| Royal Bank of Canada | 0.02% | Reduce -8.4% | 485,467 | $93.2M |
| Raymond James Financial Services Advisors, Inc. | 0.14% | Add +0.3% | 474,644 | $91.1M |
| United Capital Financial Advisors, LLC | 0.70% | Reduce -4.6% | 439,969 | $84.4M |
| SageView Advisory Group, LLC | 4.16% | Add +10480.3% | 470,292 | $82.4M |
| Savant Capital, LLC | 0.94% | Reduce -1.8% | 428,430 | $82.2M |
| Rockefeller Capital Management L.P. | 0.23% | Reduce -1.2% | 407,382 | $78.2M |
| Foster Group, Inc. | 3.77% | Reduce -2.9% | 395,621 | $75.9M |
| Retirement Systems of Alabama | 0.28% | No change | 382,480 | $73.4M |
| Comprehensive Financial Management LLC | 2.34% | Reduce -0.1% | 376,876 | $72.3M |
| Mariner, LLC | 0.15% | Add +1.4% | 373,287 | $71.6M |
| Stephens Group Asset Management, LLC | 6.53% | Reduce -0.0% | 372,658 | $71.5M |
| Raymond James & Associates | 0.05% | Reduce -11.3% | 370,575 | $71.1M |
| Rwa Wealth Partners, LLC | 0.95% | Add +2.1% | 367,971 | $70.6M |
| PDS Planning, Inc | 7.31% | Add +1.8% | 362,364 | $69.5M |
| Moneta Group Investment Advisors LLC | 1.07% | Add +35.6% | 343,458 | $65.9M |
| Exencial Wealth Advisors, LLC | 2.39% | Reduce -2.6% | 332,480 | $63.8M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -3.0% | 327,987 | $62.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -4.7% | 324,631 | $62.3M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Add +0.9% | 319,367 | $61.3M |
| Stifel Financial Corp. | 0.07% | Add +4.6% | 312,594 | $60.0M |
| 1832 Asset Management L.P. | 0.11% | Reduce -2.5% | 312,028 | $59.9M |
| Rodgers & Associates, LTD | 7.28% | Reduce -0.2% | 295,571 | $56.7M |
| Modera Wealth Management, LLC | 0.86% | Add +4.8% | 293,469 | $56.3M |
| Verus Financial Partners, Inc. | 6.59% | Add +0.8% | 293,449 | $56.3M |
| JMG Financial Group, Ltd. | 2.09% | Reduce -0.5% | 285,746 | $54.8M |
| Mason Investment Advisory Services, Inc. | 3.74% | Add +0.2% | 281,631 | $54.0M |
| Symmetry Partners, LLC | 4.13% | Reduce -44.4% | 275,266 | $52.8M |
| Mokosak Advisory Group, LLC | 17.27% | Add +3.4% | 272,633 | $52.3M |
| Park Avenue Securities LLC | 0.65% | Add +3.9% | 263,550 | $50.6M |
| Bragg Financial Advisors, Inc | 2.24% | Add +2.1% | 260,267 | $49.9M |
| Lincoln National Corp. | 0.77% | Reduce -1.7% | 256,007 | $49.1M |
| MML Investors Services, LLC | 0.20% | Reduce -3.6% | 253,032 | $48.6M |
| Cresset Asset Management, LLC | 0.23% | Add +2.2% | 248,423 | $47.7M |
| Center for Financial Planning, Inc. | 7.00% | Add +2.9% | 243,933 | $46.8M |
| Creative Planning | 0.05% | Add +0.1% | 242,632 | $46.6M |
| Equitable Holdings, Inc. | 0.52% | Add +3.0% | 242,618 | $46.6M |
| Zhang Financial LLC | 3.43% | Reduce -1.6% | 241,496 | $46.3M |
| Focus Partners Wealth | 0.36% | Reduce -2.7% | 234,010 | $44.9M |
| Bailard, Inc. | 1.24% | Add +2.3% | 233,416 | $44.8M |
| Cerity Partners LLC | 0.12% | Reduce -0.2% | 231,816 | $44.4M |
| Thompson Siegel & Walmsley LLC | 0.68% | Add +2.5% | 230,983 | $44.3M |
| Merriman Wealth Management, LLC | 1.87% | Reduce -4.9% | 219,021 | $42.0M |
| Buckingham Strategic Wealth, LLC | 0.43% | Reduce -0.1% | 213,604 | $41.0M |
| Inspirion Wealth Advisors, LLC | 6.77% | Add +2.3% | 213,562 | $41.0M |
| Truist Financial Corp. | 0.06% | Reduce -2.6% | 212,142 | $40.7M |
| Atria Investments, Inc | 0.55% | Add +1.4% | 206,981 | $39.7M |
| Captrust Financial Advisors | 0.14% | Reduce -60.0% | 201,362 | $38.6M |
| Abacus Planning Group, Inc. | 7.53% | Add +3.0% | 200,772 | $38.5M |
| Stephens Inc. | 0.59% | Add +1.5% | 198,445 | $38.1M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Reduce -15.6% | 195,757 | $37.6M |
| Summit Financial, LLC | 2.18% | Reduce -1.1% | 191,517 | $36.7M |
| Gallagher Fiduciary Advisors, LLC | 1.28% | Reduce -1.4% | 188,093 | $36.1M |
| Shepherd Financial Partners LLC | 4.72% | Add +10.3% | 188,077 | $36.1M |
| Waldron Private Wealth LLC | 1.60% | Reduce -7.9% | 185,177 | $35.5M |
| Henshaw Capital LLC | 1.59% | No change | 177,150 | $34.0M |
| 25 LLC | 16.44% | Reduce -1.2% | 175,086 | $33.6M |
| Corient Private Wealth LP | 0.06% | Reduce -0.8% | 169,117 | $32.5M |
| Strategies Wealth Advisors, LLC | 4.75% | Add +7.7% | 160,802 | $30.9M |
| FMR LLC | 0.00% | Add +46.2% | 159,775 | $30.7M |
| NewEdge Advisors, LLC | 0.24% | Add +2.0% | 146,202 | $28.1M |
| Coastline Trust Co | 3.28% | Reduce -3.1% | 141,659 | $27.2M |
| Asset Management Group, Inc. | 4.04% | Add +0.5% | 138,729 | $26.6M |
| Baird Financial Group, Inc. | 0.06% | Add +2.5% | 138,715 | $26.6M |
| US Bancorp \de | 0.04% | Reduce -5.3% | 137,675 | $26.4M |
| Comerica Bank | 0.11% | Reduce -1.4% | 136,987 | $26.3M |
| Marotta Asset Management | 5.38% | Add +1.1% | 135,576 | $26.0M |
| BHK Investment Advisors, LLC | 9.88% | Add +32.3% | 134,032 | $25.7M |
| Wealth Architects, LLC | 3.37% | Reduce -1.2% | 133,229 | $25.6M |
| Northwest Quadrant Wealth Management, LLC | 6.06% | Add +1.0% | 128,977 | $24.7M |
| Mercer Global Advisors Inc. | 0.07% | Reduce -30.2% | 111,902 | $22.9M |
| Brickley Wealth Management | 5.16% | Add +0.5% | 117,294 | $22.5M |
| Private Advisor Group, LLC | 0.16% | Add +11.1% | 116,854 | $22.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.70% | Reduce -1.2% | 116,827 | $22.4M |
| Pasadena Private Wealth, LLC | 5.15% | Add +0.9% | 116,610 | $22.4M |
| Prudential Financial Inc. | 0.03% | Reduce -15.2% | 115,892 | $22.2M |
| Sepio Capital, LP | 1.90% | Add +3.3% | 115,344 | $22.1M |
| Fifth Third Bancorp | 0.09% | Reduce -9.6% | 114,605 | $22.0M |
| University of Maryland Foundation, Inc. | 20.94% | No change | 113,570 | $21.8M |
| McAdam, LLC | 1.35% | Add +11.8% | 109,699 | $21.0M |
| Avior Wealth Management, LLC | 0.96% | Add +47.0% | 107,671 | $20.7M |
| ARS Wealth Advisors Group, LLC | 2.76% | Add +9.8% | 106,430 | $20.4M |
| Beacon Pointe Advisors, LLC | 0.23% | Reduce -3.6% | 106,319 | $20.4M |
| Kestra Advisory Services, LLC | 0.14% | Add +6.2% | 105,849 | $20.3M |
| Studio Investment Management LLC | 4.80% | Reduce -12.1% | 105,493 | $20.2M |
| Opal Wealth Advisors, LLC | 6.76% | Add +5.9% | 103,907 | $19.9M |
| Wealthspire Advisors, LLC | 0.26% | Reduce -0.4% | 102,677 | $19.7M |
| Safeguard Financial, LLC | 5.97% | Add +14.2% | 95,555 | $18.3M |
| Total Wealth Planning, LLC | 3.13% | Reduce -1.3% | 94,939 | $18.2M |
| Empowered Funds, LLC | 0.33% | Add +4441.8% | 94,696 | $18.2M |
| Avion Wealth | 4.79% | Reduce -1.0% | 92,902 | $17.8M |
| Partners in Financial Planning | 3.90% | Add +0.4% | 91,406 | $17.5M |
| Janney Montgomery Scott LLC | 0.05% | Add +4.1% | 90,406 | $17.3M |
| Glenmede Trust Co. NA | 0.09% | Add +1.6% | 90,316 | $17.3M |
| Apella Capital, LLC | 0.85% | Reduce -9.8% | 89,518 | $16.9M |
| BBJS Financial Advisors, LLC | 5.92% | Add +11.1% | 86,556 | $16.6M |
| Shakespeare Wealth Management, LLC | 4.81% | Add +0.8% | 86,522 | $16.6M |
| Brooklyn FI, LLC | 6.79% | Add +17.0% | 86,001 | $16.5M |
| Retirement Financial Solutions, LLC | 8.37% | Add +9.9% | 84,877 | $16.3M |
| TrueWealth Financial Partners | 11.18% | Add +1.8% | 83,071 | $15.9M |
| Plante Moran Financial Advisors, LLC | 1.71% | Reduce -10.7% | 83,011 | $15.9M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -6.2% | 81,184 | $15.6M |
| Natixis Advisors, LLC | 0.04% | Reduce -16.6% | 80,389 | $15.4M |
| Ancora Advisors LLC | 0.35% | Add +4.2% | 79,802 | $15.3M |
| Grey Fox Wealth Advisors, LLC | 5.71% | Add +11.7% | 79,178 | $15.2M |
| New England Capital Financial Advisors LLC | 8.48% | Reduce -0.1% | 78,373 | $15.0M |
| LMG Wealth Partners, LLC | 3.74% | Reduce -13.8% | 77,292 | $14.8M |
| LMCG Investments, LLC | 0.87% | Reduce -35.3% | 77,114 | $14.8M |
| Baldwin Wealth Partners LLC | 1.11% | Reduce -2.4% | 76,915 | $14.8M |
| Bartlett & Co. Wealth Management LLC | 0.23% | Reduce -0.3% | 76,885 | $14.8M |
| Arden Trust Co | 2.05% | Add +0.2% | 76,439 | $14.7M |
| Kohmann Bosshard Financial Services, LLC | 2.02% | Reduce -8.1% | 75,510 | $14.5M |
| Aaron Wealth Advisors LLC | 2.07% | Add +1.5% | 75,324 | $14.5M |
| Atria Wealth Solutions, Inc. | 0.16% | Reduce -4.4% | 74,902 | $14.4M |
| Benjamin F. Edwards & Company, Inc. | 0.26% | Reduce -2.6% | 74,747 | $14.3M |
| Phillips Financial Management, LLC | 1.17% | Reduce -4.2% | 74,707 | $14.3M |
| Quest Investment Management LLC | 1.59% | No change | 74,298 | $14.3M |
| Johnson Investment Counsel Inc. | 0.15% | Add +3.9% | 74,288 | $14.3M |
| Arvest Investments, Inc. | 2.25% | Reduce -4.3% | 73,820 | $14.2M |
| Family CFO Inc | 8.65% | Reduce -0.2% | 72,800 | $14.0M |
| Focus Partners Advisor Solutions, LLC | 0.40% | Reduce -9.8% | 72,702 | $14.0M |
| Jacobsen Capital Management | 6.36% | Reduce -33.1% | 71,417 | $13.7M |
| Prosperity Planning, Inc. | 6.64% | Add +5.4% | 71,379 | $13.7M |
| Financial Planning & Information Services, Inc. | 2.03% | Reduce -2.6% | 70,425 | $13.5M |
| D.A. Davidson & Co. | 0.12% | Add +17.4% | 69,568 | $13.3M |
| Capital Advantage, Inc. | 2.71% | Add +2.4% | 70,788 | $13.3M |
| Checchi Capital Advisers, LLC | 1.04% | Reduce -32.6% | 69,398 | $13.3M |
| State of Wisconsin - Board of Commissioners of Public Lands | 3.15% | No change | 68,960 | $13.2M |
| Private Portfolio Partners LLC | 2.75% | Add +4.1% | 68,774 | $13.2M |
| Pathstone Holdings, LLC | 0.06% | Reduce -32.8% | 68,640 | $13.2M |
| Peapack Gladstone Financial Corp. | 0.20% | Reduce -0.1% | 68,341 | $13.1M |
| Robinswood Financial LLC | 5.57% | Reduce -5.3% | 68,602 | $13.0M |
| Financial Synergies Wealth Advisors, Inc. | 1.69% | Reduce -43.5% | 67,303 | $12.9M |
| Texas Yale Capital Corp. | 0.57% | Add +0.0% | 67,244 | $12.9M |
| Steward Partners Investment Advisory, LLC | 0.14% | Add +21.4% | 67,127 | $12.9M |
| Capital Wealth Management, LLC | 6.12% | Reduce -1.0% | 66,650 | $12.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.1% | 66,426 | $12.7M |
| Garde Capital, Inc. | 0.88% | Reduce -3.5% | 65,630 | $12.6M |
| Wharton Business Group, LLC | 0.60% | Add +0.1% | 65,471 | $12.6M |
| Ellevest, Inc. | 0.78% | Add +0.6% | 65,414 | $12.6M |
| Silver Coast Investments LLC | 5.06% | Reduce -12.1% | 64,577 | $12.4M |
| Avantax Advisory Services, Inc. | 0.11% | Reduce -4.0% | 64,528 | $12.4M |
| Tradition Wealth Management, LLC | 1.25% | Add +0.3% | 64,330 | $12.3M |
| Hillman Co. | 5.65% | Add +135.2% | 63,100 | $12.1M |
| Whitaker-Myers Wealth Managers, LTD. | 5.09% | Add +16.9% | 62,825 | $12.1M |
| HTLF Bank | 1.37% | Reduce -1.7% | 62,329 | $12.0M |
| Bishop & Co Investment Management, LLC | 4.82% | Reduce -50.8% | 60,688 | $11.6M |
| Moser Wealth Advisors, LLC | 6.47% | Add +1.3% | 60,530 | $11.6M |
| CW Advisors, LLC | 0.20% | Reduce -0.8% | 60,127 | $11.5M |
| Cherry Tree Wealth Management, LLC | 2.89% | Add +2.3% | 59,881 | $11.5M |
| Strategic Investment Advisors / MI | 1.46% | Add +3.5% | 59,269 | $11.4M |
| Praetorian Wealth Management, Inc. | 3.04% | Add +1.6% | 59,240 | $11.4M |
| Cambria Investment Management, L.P. | 0.68% | Reduce -0.1% | 58,831 | $11.3M |
| Traveka Wealth, LLC | 5.20% | Add +12.7% | 58,580 | $11.2M |
| BancFirst Trust & Investment Management | 5.37% | No change | 58,403 | $11.2M |
| Presilium Private Wealth, LLC | 2.95% | Add +6.9% | 57,956 | $11.1M |
| Highland Capital Management, LLC | 0.62% | Reduce -3.1% | 56,529 | $10.8M |
| Goodwin Investment Advisory | 5.08% | Add +5.4% | 56,188 | $10.8M |
| Advisory Services Network, LLC | 0.24% | Add +5.8% | 55,842 | $10.7M |
| Facet Wealth, Inc. | 0.36% | Add +13.7% | 57,456 | $10.7M |
| Fee-Only Financial Planning, L.C. | 7.23% | Reduce -0.6% | 55,822 | $10.7M |
| Weinberger Asset Management, Inc | 5.02% | Add +2.2% | 54,222 | $10.4M |
| Capital Advisors Wealth Management, LLC | 2.13% | Add +4.7% | 53,495 | $10.3M |
| SWAN Capital LLC | 5.79% | Add +11.2% | 53,067 | $10.2M |
| Old National Bancorp | 0.24% | Reduce -3.4% | 52,534 | $10.1M |
| Whitegate Investment Counselors, Inc. | 2.82% | Add +2.3% | 52,256 | $10.0M |
| Cardiff Park Advisors, LLC | 0.94% | Add +0.1% | 51,540 | $9.9M |
| Baltimore-Washington Financial Advisors, Inc. | 0.62% | Add +3.0% | 50,977 | $9.8M |
| Relyea Zuckerberg Hanson LLC | 1.71% | Reduce -5.6% | 50,760 | $9.7M |
| Steele Capital Management, Inc. | 0.55% | Reduce -11.0% | 50,047 | $9.6M |
| HB Wealth Management, LLC | 0.12% | Reduce -0.5% | 48,436 | $9.3M |
| M&T Bank Corp | 0.03% | Reduce -6.8% | 48,391 | $9.3M |
| Clayton Financial Group LLC | 4.17% | Add +7.3% | 47,758 | $9.2M |
| Annapolis Financial Services, LLC | 2.99% | Reduce -1.8% | 47,391 | $9.1M |
| MassMutual Private Wealth & Trust, FSB | 0.28% | Reduce -36.5% | 47,339 | $9.1M |
| Merit Financial Group, LLC | 0.22% | Add +11.3% | 49,221 | $9.1M |
| Bradley Foster & Sargent Inc. | 0.16% | Reduce -3.3% | 47,236 | $9.1M |
| Cwm, LLC | 0.04% | Add +1.8% | 46,944 | $9.0M |
| Cornerstone Wealth Management, LLC | 0.73% | Add +1.5% | 46,933 | $9.0M |
| Relative Value Partners Group, LLC | 0.57% | Reduce -1.5% | 51,254 | $9.0M |
| Compass Ion Advisors, LLC | 1.29% | Add +3.0% | 46,807 | $9.0M |
| Jmac Enterprises LLC | 1.67% | Add +14.3% | 46,666 | $9.0M |
| Concurrent Investment Advisors, LLC | 0.36% | Reduce -1.2% | 46,090 | $8.8M |
| Prime Capital Investment Advisors, LLC | 0.12% | Reduce -15.7% | 45,750 | $8.8M |
| Iron Horse Wealth Management, LLC | 3.46% | Add +4.0% | 45,530 | $8.7M |
| Blair William & Co. | 0.03% | Reduce -21.3% | 44,803 | $8.6M |
| Family Wealth Partners, LLC | 4.85% | Reduce -7.3% | 44,618 | $8.6M |
| Etfidea, LLC | 2.90% | Add +1.1% | 44,290 | $8.5M |
| Collective Family Office LLC | 2.76% | Reduce -2.7% | 44,262 | $8.5M |
| Firestone Capital Management | 2.36% | Add +4.9% | 44,165 | $8.5M |
| Plum Street Advisors, LLC | 4.28% | Reduce -5.4% | 42,054 | $8.4M |
| Ifrah Financial Services, Inc. | 2.35% | Reduce -1.0% | 43,658 | $8.4M |
| Invst, LLC | 0.97% | Add +4.7% | 42,866 | $8.2M |
| One Degree Advisors Inc | 4.02% | Reduce -0.0% | 42,111 | $8.1M |
| Sage Financial Group Inc. | 0.72% | Reduce -1.1% | 41,944 | $8.0M |
| PrairieView Partners, LLC | 0.91% | Reduce -1.9% | 41,522 | $8.0M |
| Trust Point Inc. | 0.62% | Add +16.4% | 41,313 | $7.9M |
| Perigon Wealth Management, LLC | 0.24% | Reduce -1.1% | 41,198 | $7.9M |
| Performa Ltd (US), LLC | 3.47% | Add +3.4% | 41,136 | $7.9M |
| Fifth Third Securities, Inc. | 0.76% | Add +24.7% | 40,922 | $7.9M |
| Parallel Advisors, LLC | 0.21% | Add +1.7% | 40,794 | $7.8M |
| GeoWealth Management, LLC | 0.30% | New | 40,705 | $7.8M |
| Tacita Capital Inc | 5.42% | Add +5.1% | 40,706 | $7.8M |
| Sterling Wealth Management, Inc. | 3.87% | Add +0.1% | 40,571 | $7.8M |
| First Horizon Advisors, Inc. | 0.24% | Add +2.3% | 40,562 | $7.8M |
| Quent Capital, LLC | 0.91% | Reduce -1.2% | 40,458 | $7.8M |
| Fortis Capital Management LLC | 2.02% | Add +0.9% | 40,111 | $7.7M |
| Victory Financial Group, LLC | 4.47% | Add +21.4% | 39,327 | $7.5M |
| Spectrum Investment Advisors, Inc. | 5.55% | Add +2.6% | 39,194 | $7.5M |
| Hoylecohen, LLC | 0.57% | Reduce -2.1% | 38,858 | $7.5M |
| Agf Management Ltd. | 0.04% | Reduce -1.0% | 38,435 | $7.4M |
| Nicholas Hoffman & Company, LLC. | 0.37% | Add +1.9% | 38,198 | $7.3M |
| Atlas Capital Advisors Inc. | 1.14% | Add +32.6% | 37,971 | $7.3M |
| OLIO Financial Planning | 3.05% | Reduce -0.3% | 39,904 | $7.3M |
| Financial Counselors Inc. | 0.12% | Reduce -6.2% | 37,750 | $7.2M |
| Shufro Rose & Co. LLC | 0.60% | Add +14.3% | 37,644 | $7.2M |
| Cornerstone Management, Inc. | 1.59% | Add +0.5% | 37,324 | $7.2M |
| Courier Capital LLC | 0.51% | Add +0.4% | 36,797 | $7.1M |
| American Investment Services, Inc. | 1.25% | Reduce -0.8% | 36,696 | $7.0M |
| Spinnaker Trust | 0.45% | Reduce -0.4% | 36,567 | $7.0M |
| Brown Advisory Inc. | 0.01% | Reduce -5.4% | 36,179 | $6.9M |
| EP Wealth Advisors, LLC | 0.08% | Reduce -0.6% | 36,162 | $6.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -4.9% | 36,149 | $6.9M |
| DAVENPORT & Co LLC | 0.04% | Add +4.5% | 35,960 | $6.9M |
| Joel Isaacson & Co., LLC | 0.38% | Add +7.8% | 35,800 | $6.9M |
| Silvia McColl Wealth Management, LLC | 5.87% | Reduce -3.9% | 37,098 | $6.8M |
| Farther Finance Advisors, LLC | 0.42% | Reduce -14.2% | 35,954 | $6.8M |
| Mission Creek Capital Partners, Inc. | 1.78% | Add +13.4% | 35,611 | $6.8M |
| Berkeley, Inc | 4.14% | Reduce -2.3% | 35,606 | $6.8M |
| Cornerstone Wealth Advisors, Inc. | 2.10% | Add +7.3% | 35,588 | $6.8M |
| Nabity-Jensen Investment Management Inc | 5.53% | Reduce -0.4% | 35,012 | $6.7M |
| Granby Capital Management, LLC | 3.28% | No change | 35,000 | $6.7M |
| Arbor Wealth Advisors LLC | 6.30% | Add +0.1% | 34,771 | $6.7M |
| RTD Financial Advisors, Inc. | 0.89% | Reduce -0.8% | 34,532 | $6.6M |
| Noble Family Wealth, LLC | 1.87% | Reduce -3.8% | 34,311 | $6.6M |
| AE Wealth Management LLC | 0.07% | Reduce -73.0% | 34,103 | $6.5M |
| First American Trust, FSB | 0.69% | Add +4.3% | 34,072 | $6.5M |
| Pinnacle Financial Partners Inc | 0.14% | Add +9.3% | 33,958 | $6.5M |
| Tortoise Investment Management, LLC | 0.79% | Add +3.3% | 33,932 | $6.5M |
| First Manhattan Co. Llc. | 0.02% | Reduce -4.0% | 33,731 | $6.5M |
| Ashton Thomas Private Wealth, LLC | 0.37% | Add +7.8% | 33,383 | $6.4M |
| Kestra Private Wealth Services, LLC | 0.14% | Add +5.5% | 33,367 | $6.4M |
| Van Cleef Asset Management,Inc | 0.81% | Reduce -0.6% | 33,250 | $6.4M |
| Stone Summit Wealth LLC | 2.21% | Add +9.4% | 33,207 | $6.4M |
| B. Riley Wealth Advisors, Inc. | 0.17% | Add +15.7% | 39,914 | $6.4M |
| Towerpoint Wealth, LLC | 3.17% | Add +3.0% | 32,874 | $6.3M |
| Cannon Financial Strategists, Inc. | 1.24% | Add +0.4% | 32,796 | $6.3M |
| Innealta Capital, LLC | 2.63% | Add +0.0% | 32,462 | $6.2M |
| Monograph Wealth Advisors, LLC | 0.89% | Add +4.4% | 31,706 | $6.1M |
| MorganRosel Wealth Management, LLC | 2.17% | Add +7.8% | 31,693 | $6.1M |
| White Lighthouse Investment Management Inc. | 1.23% | Reduce -0.0% | 31,674 | $6.1M |
| Archford Capital Strategies, LLC | 1.02% | Reduce -34.4% | 31,551 | $6.1M |
| Avidian Wealth Enterprises, LLC | 0.32% | Reduce -5.4% | 31,480 | $6.0M |
| Leeward Financial Partners, LLC | 2.50% | Add +14.5% | 30,796 | $5.9M |
| Goepper Burkhardt LLC | 2.75% | Reduce -4.5% | 31,376 | $5.9M |
| Cornerstone Advisory, LLC | 0.84% | Add +0.7% | 30,657 | $5.9M |
| Kavar Capital Partners Group, LLC | 1.08% | Reduce -50.4% | 30,575 | $5.9M |
| Pure Financial Advisors, LLC | 0.18% | Add +3.3% | 29,661 | $5.7M |
| Rockbridge Investment Management, LCC | 0.83% | Reduce -2.8% | 29,556 | $5.7M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.32% | Add +11.9% | 29,509 | $5.7M |
| Vanguard Group Inc. | 0.00% | Add +6.6% | 29,411 | $5.6M |
| Black Diamond Financial, LLC | 1.52% | No change | 31,341 | $5.6M |
| CVA Family Office, LLC | 1.01% | Reduce -5.1% | 29,395 | $5.6M |
| Chemistry Wealth Management LLC | 1.50% | Reduce -1.8% | 29,049 | $5.6M |
| Atmos Advisory, LLC | 4.45% | Reduce -3.0% | 28,978 | $5.6M |
| Chicago Partners Investment Group LLC | 0.23% | Add +4.3% | 30,007 | $5.5M |
| Mosaic Family Wealth Partners, LLC | 0.90% | Add +7.0% | 28,547 | $5.5M |
| CGN Advisors LLC | 0.69% | Add +1.8% | 28,296 | $5.4M |
| Hyperion Partners, LLC | 3.93% | Add +1.9% | 27,947 | $5.4M |
| RFG Advisory, LLC | 0.18% | Add +54.4% | 27,791 | $5.3M |
| Mayport, LLC | 2.02% | Add +13.9% | 27,515 | $5.3M |
| Truepoint, Inc. | 0.15% | Add +33.3% | 27,463 | $5.3M |
| Apollon Wealth Management, LLC | 0.17% | Reduce -70.3% | 27,440 | $5.3M |
| TFB Advisors LLC | 1.90% | Add +8.5% | 29,072 | $5.2M |
| Koshinski Asset Management, Inc. | 0.54% | Add +182.3% | 27,311 | $5.2M |
| Brandywine Oak Private Wealth LLC | 0.54% | Add +8.4% | 27,123 | $5.2M |
| Aspire Wealth Management Corp | 3.14% | Add +1.3% | 27,106 | $5.2M |
| MAI Capital Management | 0.05% | Reduce -0.0% | 26,927 | $5.2M |
| Bangor Savings Bank | 0.52% | Reduce -1.4% | 26,722 | $5.1M |
| Manchester Capital Management LLC | 0.63% | No change | 26,442 | $5.1M |
| Ackerman Capital Advisors, LLC | 1.40% | Reduce -0.3% | 26,419 | $5.1M |
| Mainsail Asset Management, LLC | 4.11% | Add +1.8% | 26,294 | $5.0M |
| FDx Advisors, Inc. | 0.75% | Reduce -6.1% | 25,813 | $5.0M |
| Lam Group, Inc. | 4.04% | Reduce -0.0% | 25,805 | $5.0M |
| Lutz Financial Services LLC | 0.43% | Reduce -0.2% | 25,759 | $4.9M |
| Tenret Co LLC | 3.48% | Add +1.2% | 25,749 | $4.9M |
| Wrenne Financial Planning LLC | 3.60% | Add +2.5% | 25,407 | $4.9M |
| Ausdal Financial Partners, Inc. | 0.56% | Add +0.3% | 25,194 | $4.8M |
| Raymond James Trust N.A. | 0.12% | Reduce -0.0% | 24,808 | $4.8M |
| CX Institutional | 0.23% | Reduce -0.0% | 24,565 | $4.7M |
| Sharper & Granite LLC | 2.27% | Reduce -5.2% | 25,049 | $4.7M |
| Brighton Jones LLC | 0.17% | Reduce -0.4% | 24,473 | $4.7M |
| Choate Investment Advisors | 0.13% | New | 24,432 | $4.7M |
| Everhart Financial Group, Inc. | 1.36% | Add +5.4% | 24,415 | $4.7M |
| LifePlan Investment Advisors, Inc. | 3.72% | Reduce -26.9% | 24,361 | $4.7M |
| Lansing Street Advisors | 2.09% | Reduce -2.9% | 24,255 | $4.7M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -1.8% | 24,233 | $4.6M |
| Bromfield Sneider Wealth Advisors | 2.86% | Add +0.1% | 24,104 | $4.6M |
| Integrated Wealth Concepts LLC | 0.07% | Add +71.5% | 24,003 | $4.6M |
| James Investment Research, Inc. | 0.55% | Reduce -21.8% | 24,001 | $4.6M |
| Ervin Investment Management, LLC | 3.21% | Add +3.5% | 23,910 | $4.6M |
| IHT Wealth Management, LLC | 0.18% | Reduce -3.7% | 23,881 | $4.6M |
| Foster & Motley Inc. | 0.31% | Reduce -8.2% | 23,657 | $4.5M |
| General Partner, Inc. | 2.82% | Add +23.8% | 23,400 | $4.5M |
| Avantax Planning Partners, Inc. | 0.15% | Reduce -7.7% | 23,395 | $4.5M |
| Nwam LLC | 0.36% | Reduce -0.1% | 23,647 | $4.5M |
| Arax Advisory Partners | 0.47% | Reduce -1.6% | 23,269 | $4.5M |
| Whittier Trust Co. | 0.07% | Reduce -1.1% | 23,266 | $4.5M |
| Glass Jacobson Investment Advisors llc | 1.68% | Add +6.2% | 23,262 | $4.5M |
| Community Financial Services Group, LLC | 1.01% | — | 23,184 | $4.4M |
| Bluespring Wealth Management, LLC | 0.49% | Reduce -2.4% | 23,095 | $4.4M |
| Kathleen S. Wright Associates Inc. | 2.08% | Reduce -5.6% | 23,097 | $4.4M |
| Citigroup Inc. | 0.00% | Add +2.2% | 22,898 | $4.4M |
| Wealthfront Advisers LLC | 0.02% | Add +15.6% | 22,833 | $4.4M |
| Bay Rivers Group | 2.39% | Add +1.1% | 22,679 | $4.4M |
| Sageworth Trust Co | 0.28% | No change | 22,409 | $4.3M |
| Mainsail Financial Group, LLC | 2.96% | Add +1.3% | 22,396 | $4.3M |
| Commerce Bank | 0.03% | Add +3.2% | 22,373 | $4.3M |
| Willis Investment Counsel | 0.29% | Add +6.6% | 22,354 | $4.3M |
| Veery Capital, LLC | 1.75% | Add +1.3% | 22,270 | $4.3M |
| Northern Trust Corp. | 0.00% | Reduce -3.5% | 22,168 | $4.3M |
| Theory Financial LLC | 2.16% | Reduce -4.8% | 22,140 | $4.2M |
| B&D White Capital Company, LLC | 0.94% | Reduce -1.1% | 22,086 | $4.2M |
| Alpha Omega Wealth Management LLC | 0.78% | Add +4.8% | 21,748 | $4.2M |
| Advisors Capital Management, LLC | 0.08% | Reduce -11.4% | 21,662 | $4.2M |
| Arkadios Wealth Advisors | 0.32% | Add +21.4% | 21,454 | $4.1M |
| Cambridge Financial Group, LLC | 1.95% | Add +28.9% | 21,428 | $4.1M |
| Signet Financial Management, LLC | 0.56% | Reduce -3.5% | 21,398 | $4.1M |
| Regions Financial Corp. | 0.03% | Reduce -10.6% | 21,397 | $4.1M |
| InterOcean Capital Group, LLC | 0.10% | Add +3.7% | 21,392 | $4.1M |
| CSM Advisors, LLC | 0.27% | Add +22.3% | 21,313 | $4.1M |
| Sigma Planning Corp | 0.13% | Add +190.6% | 21,209 | $4.1M |
| Axiom Advisory, LLC | 2.99% | Add +3.8% | 21,202 | $4.1M |
| OneDigital Investment Advisors LLC | 0.06% | Add +9.5% | 21,191 | $4.1M |
| CreativeOne Wealth, LLC | 0.16% | Add +65.5% | 21,161 | $4.1M |
| UMB Bank, n.a. | 0.06% | Reduce -4.5% | 21,047 | $4.0M |
| Beaumont Asset Management, L.L.C. | 2.67% | Reduce -3.0% | 20,948 | $4.0M |
| Advisory Alpha, LLC | 0.16% | Add +650.3% | 20,617 | $4.0M |
| PFG Advisors | 0.29% | Add +7.6% | 20,571 | $3.9M |
| Rf&l Wealth Management, LLC | 3.03% | Reduce -1.1% | 20,521 | $3.9M |
| Martel Wealth Advisors LLC | 0.85% | Reduce -2.3% | 20,407 | $3.9M |
| Stokes Family Office, LLC | 0.49% | Add +1.3% | 20,345 | $3.9M |
| Northeast Financial Consultants Inc | 0.19% | Reduce -5.8% | 20,326 | $3.9M |
| Trustmark Bank Trust Department | 0.32% | Add +1.9% | 20,194 | $3.9M |
| NBT Bank, N.A. | 0.28% | Add +19.3% | 20,183 | $3.9M |
| Falcon Wealth Planning | 0.60% | Reduce -9.9% | 19,821 | $3.8M |
| E&G Advisors, LLC | 1.19% | Add +0.2% | 19,807 | $3.8M |
| Index Fund Advisors, Inc. | 0.21% | Add +0.4% | 19,689 | $3.8M |
| Valeo Financial Advisors, LLC | 0.13% | Add +3.9% | 27,552 | $3.8M |
| Citadel Advisors | 0.00% | Add +190.1% | 19,509 | $3.7M |
| Barry Investment Advisors, LLC | 1.25% | Add +26.2% | 19,496 | $3.7M |
| Integrity Wealth Solutions LLC | 2.44% | Reduce -0.9% | 19,475 | $3.7M |
| IFP Advisors, Inc | 0.16% | Reduce -7.0% | 19,453 | $3.7M |
| Evergreen Wealth Management, LLC | 2.51% | No change | 19,288 | $3.7M |
| CENTRAL TRUST Co | 0.09% | Reduce -1.1% | 19,187 | $3.7M |
| BIP Wealth, LLC | 0.27% | Add +4.1% | 18,952 | $3.6M |
| Pinnacle Financial Group, LLC / IL | 1.60% | Add +6.6% | 18,944 | $3.6M |
| O'Connor Financial Group LLC | 2.14% | Reduce -39.7% | 18,706 | $3.6M |
| Cranbrook Wealth Management, LLC | 0.90% | Reduce -6.5% | 18,638 | $3.6M |
| Ameritas Advisory Services, LLC | 0.15% | Reduce -25.4% | 19,050 | $3.6M |
| CWA Asset Management Group, LLC | 0.22% | Add +0.3% | 18,441 | $3.5M |
| Spire Wealth Management | 0.06% | Reduce -0.4% | 18,404 | $3.5M |
| Tocqueville Asset Management L.P. | 0.06% | Reduce -4.4% | 18,351 | $3.5M |
| FinTrust Capital Advisors, LLC | 0.68% | Add +10.4% | 18,350 | $3.5M |
| FAS Wealth Partners, Inc. | 0.31% | Add +4.0% | 18,326 | $3.5M |
| Sowell Financial Services LLC | 0.16% | Reduce -7.5% | 18,188 | $3.5M |
| Pittenger & Anderson Inc. | 0.14% | No change | 18,145 | $3.5M |
| Wealthcare Advisory Partners LLC | 0.11% | Add +85.3% | 18,073 | $3.5M |
| Tritonpoint Wealth, LLC | 0.36% | Reduce -23.8% | 14,666 | $3.5M |
| TriaGen Wealth Management LLC | 1.43% | Add +18.7% | 17,904 | $3.4M |
| Scotia Capital Inc. | 0.02% | Add +6.2% | 17,750 | $3.4M |
| Vickerman Investment Advisors, Inc. | 1.09% | Reduce -0.4% | 17,658 | $3.4M |
| Essex Financial Services, Inc. | 0.31% | Add +2.2% | 17,587 | $3.4M |
| Fiduciary Family Office, LLC | 1.32% | Reduce -1.3% | 17,574 | $3.4M |
| Quotient Wealth Partners, LLC | 0.12% | Reduce -48.4% | 17,472 | $3.4M |
| Greenhouse Wealth Management, LLC | 2.51% | Add +0.5% | 17,463 | $3.4M |
| McKinley Carter Wealth Services, Inc. | 0.22% | Reduce -6.1% | 17,449 | $3.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -6.0% | 17,209 | $3.3M |
| 3Chopt Investment Partners, LLC | 1.35% | Reduce -3.4% | 17,151 | $3.3M |
| NewEdge Wealth, LLC | 0.07% | Add +8.3% | 17,979 | $3.3M |
| Northwest Wealth Management, LLC | 0.90% | Reduce -3.9% | 17,087 | $3.3M |
| Jane Street Group, LLC | 0.00% | New | 16,991 | $3.3M |
| Townsquare Capital LLC | 0.05% | Add +8.2% | 16,924 | $3.2M |
| Kraft, Davis & Associates, LLC | 0.98% | Add +38.8% | 17,146 | $3.2M |
| Independent Financial Group, LLC | 0.15% | Add +9.8% | 16,871 | $3.2M |
| LS Investment Advisors, LLC | 0.51% | Reduce -13.6% | 16,804 | $3.2M |
| Marble Harbor Investment Counsel, LLC | 0.37% | Add +3.5% | 16,751 | $3.2M |
| Roof Eidam Maycock Peralta, LLC | 0.87% | Add +3.7% | 16,567 | $3.2M |
| Zeit Capital LLC | 2.55% | Add +1.3% | 16,489 | $3.2M |
| Prospera Financial Services Inc | 0.09% | Reduce -13.5% | 16,403 | $3.2M |
| Warner Financial, Inc. | 1.57% | Add +3.9% | 16,361 | $3.1M |
| AdvisorNet Financial, Inc | 0.30% | Reduce -35.3% | 16,221 | $3.1M |
| American Financial & Tax Strategies Inc. | 1.66% | Reduce -2.5% | 16,148 | $3.1M |
| Cahill Financial Advisors Inc. | 0.42% | Add +7.7% | 16,134 | $3.1M |
| Forza Wealth Management, LLC | 1.60% | Reduce -1.3% | 16,053 | $3.1M |
| Hyman Charles D | 0.17% | No change | 16,030 | $3.1M |
| Wolff Financial Management LLC | 0.89% | Add +1.4% | 15,912 | $3.1M |
| Evergreen Private Wealth LLC | 1.50% | Reduce -21.2% | 15,655 | $3.0M |
| Echo45 Advisors LLC | 2.15% | Add +0.8% | 15,604 | $3.0M |
| Wedmont Private Capital | 0.22% | Reduce -0.6% | 15,802 | $3.0M |
| J.W. Cole Advisors, Inc. | 0.15% | Reduce -29.9% | 15,556 | $3.0M |
| Heartwood Wealth Advisors LLC | 0.37% | Reduce -0.1% | 15,528 | $3.0M |
| Cedar Brook Financial Partners, LLC | 0.59% | Add +12.4% | 15,471 | $3.0M |
| Werba Rubin Papier Wealth Management | 0.85% | Reduce -5.2% | 15,358 | $2.9M |
| Simmons Bank | 0.22% | Reduce -1.2% | 15,255 | $2.9M |
| Pathway Financial Advisors LLC | 0.78% | No change | 15,055 | $2.9M |
| SOA Wealth Advisors, LLC. | 0.60% | Add +11.5% | 15,037 | $2.9M |
| Access Investment Management LLC | 0.95% | No change | 15,000 | $2.9M |
| CJM Wealth Advisers, Ltd. | 1.09% | Add +0.9% | 14,932 | $2.9M |
| IFG Advisory, LLC | 0.21% | Reduce -5.3% | 14,845 | $2.8M |
| Forum Financial Management, LP | 0.05% | Reduce -67.9% | 14,824 | $2.8M |
| Wells Trecaso Financial Group, LLC | 1.00% | Add +0.6% | 14,703 | $2.8M |
| Nikulski Financial, Inc. | 0.93% | Reduce -2.4% | 14,647 | $2.8M |
| Principal Securities, Inc. | 0.09% | Reduce -8.5% | 14,618 | $2.8M |
| WealthShield Partners, LLC | 0.45% | Reduce -15.4% | 14,527 | $2.8M |
| Landmark Wealth Management, LLC | 1.28% | Reduce -0.2% | 14,443 | $2.8M |
| Mgo One Seven LLC | 0.14% | Add +8.1% | 14,275 | $2.7M |
| SlateStone Wealth, LLC | 0.27% | Reduce -3.9% | 14,262 | $2.7M |
| RMR Capital Management, LLC | 2.71% | Add +8.6% | 14,212 | $2.7M |
| Linscomb Wealth, Inc. | 0.14% | Reduce -2.1% | 14,153 | $2.7M |
| Eclectic Associates Inc. | 1.23% | Add +8.5% | 14,056 | $2.7M |
| Culbertson A N & Co. Inc. | 0.46% | Add +5.9% | 13,989 | $2.7M |
| Walkner Condon Financial Advisors LLC | 0.56% | Reduce -2.6% | 13,808 | $2.6M |
| Waypoint Capital Advisors, LLC | 0.69% | Reduce -3.9% | 13,674 | $2.6M |
| Financial Freedom, LLC | 1.54% | Add +0.1% | 13,584 | $2.6M |
| Councilor Wealth, LLC | 1.30% | Add +2.0% | 13,547 | $2.6M |
| WP Advisors, LLC | 0.85% | Add +0.5% | 13,466 | $2.6M |
| MSH Capital Advisors LLC | 0.91% | Reduce -0.2% | 13,424 | $2.6M |
| Financial Advocates Investment Management | 0.15% | Reduce -27.6% | 15,036 | $2.6M |
| Corrigan Financial, Inc. | 0.66% | Reduce -2.6% | 13,375 | $2.6M |
| North Star Investment Management Corp. | 0.18% | Add +6.3% | 13,319 | $2.6M |
| Earned Wealth Advisors, LLC | 0.98% | Add +5.1% | 13,312 | $2.6M |
| EverSource Wealth Advisors, LLC | 0.20% | Reduce -1.0% | 14,161 | $2.6M |
| Millennium Management | 0.00% | Reduce -35.9% | 13,250 | $2.5M |
| PBMares Wealth Management LLC | 0.66% | Add +58.0% | 13,179 | $2.5M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -6.3% | 13,114 | $2.5M |
| Keybank National Association | 0.01% | Reduce -0.5% | 13,070 | $2.5M |
| Silver Oak Securities, Incorporated | 0.38% | Reduce -16.2% | 12,998 | $2.5M |
| Vawter Financial, Ltd. | 1.81% | Reduce -6.8% | 12,981 | $2.5M |
| SouthState Bank Corp | 0.19% | No change | 12,959 | $2.5M |
| Verity Asset Management, Inc. | 1.39% | Add +17.3% | 12,952 | $2.5M |
| Maryland Capital Advisors Inc. | 1.54% | Reduce -3.0% | 12,941 | $2.5M |
| Sterling Financial Planning, Inc. | 1.00% | Reduce -1.6% | 12,836 | $2.5M |
| MAS Advisors LLC | 2.84% | No change | 12,791 | $2.5M |
| Diversified Portfolios, Inc. | 0.34% | Reduce -0.7% | 12,759 | $2.4M |
| Center For Asset Management LLC | 2.00% | Add +1.1% | 12,714 | $2.4M |
| Cypress Capital, LLC | 0.67% | Reduce -2.9% | 12,694 | $2.4M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 1.01% | No change | 12,688 | $2.4M |
| Paulson Wealth Management Inc. | 0.71% | Reduce -12.5% | 12,670 | $2.4M |
| Composition Wealth, LLC | 0.06% | Reduce -0.7% | 12,662 | $2.4M |
| Roberts Glore & Co. Inc. | 0.73% | Reduce -2.2% | 12,635 | $2.4M |
| Leavell Investment Management, Inc. | 0.14% | Reduce -5.5% | 12,632 | $2.4M |
| Vance Wealth, LLC | 0.95% | Add +2.4% | 12,475 | $2.4M |
| AMG National Trust Bank | 0.07% | Add +1.8% | 12,442 | $2.4M |
| Gotham Asset Management | 0.04% | Add +5.8% | 12,425 | $2.4M |
| Rebalance, LLC | 0.19% | Reduce -6.6% | 12,305 | $2.4M |
| HRT Financial LP | 0.01% | New | 12,183 | $2.3M |
| Acropolis Investment Management, LLC | 0.15% | Reduce -3.7% | 12,151 | $2.3M |
| Blue Barn Wealth, LLC | 1.30% | Reduce -1.6% | 12,143 | $2.3M |
| Richard P Slaughter Associates Inc | 0.56% | Reduce -4.9% | 12,132 | $2.3M |
| Riversedge Advisors, LLC | 0.57% | Add +9.4% | 12,007 | $2.3M |
| Brown Wealth Management, LLC | 0.95% | Add +1.4% | 11,986 | $2.3M |
| Creative Financial Designs Inc. | 0.22% | Add +0.1% | 11,931 | $2.3M |
| Elgethun Capital Management | 0.58% | Add +17.1% | 11,994 | $2.3M |
| NorthLanding Financial Partners, LLC | 2.46% | Add +4.4% | 11,775 | $2.3M |
| Alhambra Investment Management LLC | 1.23% | Add +67.8% | 11,747 | $2.3M |
| Patriot Investment Management Group, Inc. | 0.18% | Reduce -2.2% | 11,747 | $2.3M |
| Brookstone Capital Management | 0.04% | Add +3.0% | 11,727 | $2.3M |
| Plancorp, LLC | 0.10% | Add +5.3% | 11,702 | $2.2M |
| O'ROURKE & COMPANY, Inc | 1.30% | Add +22.4% | 11,684 | $2.2M |
| Capital Analysts, LLC | 0.10% | Add +1.6% | 11,678 | $2.2M |
| Evermay Wealth Management LLC | 0.34% | Add +263.1% | 11,600 | $2.2M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.06% | Reduce -0.3% | 11,560 | $2.2M |
| Associated Banc-Corp | 0.07% | Add +4.6% | 11,552 | $2.2M |
| First United Bank & Trust | 0.82% | Add +0.1% | 11,496 | $2.2M |
| Sage Mountain Advisors LLC | 0.23% | Reduce -16.7% | 11,456 | $2.2M |
| Cary Street Partners Investment Advisory LLC | 0.09% | Add +7.3% | 11,384 | $2.2M |
| Acorn Financial Advisory Services Inc. | 0.41% | Reduce -10.6% | 11,188 | $2.1M |
| Geneos Wealth Management Inc. | 0.10% | Reduce -13.1% | 11,158 | $2.1M |
| Ascent Group, LLC | 0.19% | Reduce -3.5% | 11,122 | $2.1M |
| Forbes Financial Planning, Inc. | 1.81% | Add +52.2% | 10,947 | $2.1M |
| Coldstream Capital Management Inc. | 0.05% | Reduce -16.6% | 10,946 | $2.1M |
| Grove Bank & Trust | 0.35% | Add +8.1% | 10,868 | $2.1M |
| Shayne & Jacobs, LLC | 0.56% | No change | 10,822 | $2.1M |
| Regal Investment Advisors LLC | 0.14% | Add +1.8% | 10,798 | $2.1M |
| WealthCare Investment Partners, LLC | 1.00% | Reduce -24.8% | 10,764 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +21.0% | 10,711 | $2.1M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +21.0% | 10,711 | $2.1M |
| Roundview Capital LLC | 0.17% | Reduce -0.0% | 10,684 | $2.0M |
| Probity Advisors, Inc. | 0.42% | No change | 10,678 | $2.0M |
| Beaird Harris Wealth Management, LLC | 0.20% | Reduce -2.3% | 10,597 | $2.0M |
| Magnus Financial Group LLC | 0.24% | Reduce -0.3% | 10,566 | $2.0M |
| Telos Capital Management, Inc. | 0.23% | Reduce -1.5% | 10,552 | $2.0M |
| Asset Dedication, LLC | 0.15% | Add +2.7% | 10,529 | $2.0M |
| Wesbanco Bank Inc. | 0.08% | Add +57.8% | 10,498 | $2.0M |
| Harbour Investments, Inc. | 0.07% | Add +2.2% | 10,485 | $2.0M |
| MB Generational Wealth, LLC | 1.56% | Reduce -41.9% | 6,015 | $2.0M |
| Kraft Asset Management, LLC | 1.59% | Reduce -4.0% | 10,298 | $2.0M |
| City State Bank | 0.87% | Reduce -0.7% | 10,259 | $2.0M |
| Columbus Macro, LLC | 0.74% | Add +3.7% | 10,223 | $2.0M |
| Newton One Investments LLC | 0.86% | Reduce -3.0% | 10,209 | $2.0M |
| Midwest Financial Group LLC | 1.31% | Add +7.8% | 10,158 | $1.9M |
| Family Legacy, Inc. | 0.70% | Reduce -1.3% | 10,119 | $1.9M |
| Petix & Botte Co | 0.48% | Add +27.8% | 10,068 | $1.9M |
| Evanson Asset Management, LLC | 0.14% | Add +0.0% | 10,047 | $1.9M |
| BTC Capital Management, Inc. | 0.18% | — | 10,025 | $1.9M |
| Wealthspan Partners, LLC | 1.13% | Add +3.5% | 10,021 | $1.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | No change | 10,021 | $1.9M |
| Triune Financial Partners, LLC | 0.67% | Reduce -5.5% | 10,012 | $1.9M |
| 180 Wealth Advisors, LLC | 0.34% | Reduce -0.8% | 9,974 | $1.9M |
| Duncker Streett & Co. Inc. | 0.38% | Reduce -0.1% | 9,965 | $1.9M |
| Faithward Advisors, LLC | 0.35% | Reduce -4.3% | 9,959 | $1.9M |
| Windward Private Wealth Management Inc. | 0.78% | Reduce -14.9% | 9,958 | $1.9M |
| Tranquility Partners, LLC | 0.73% | Add +0.7% | 9,899 | $1.9M |
| Tobias Financial Advisors, Inc. | 0.43% | Reduce -0.3% | 9,868 | $1.9M |
| Ratio Wealth Group | 0.35% | Reduce -1.1% | 9,847 | $1.9M |
| Mustard Seed Financial, LLC | 1.88% | Reduce -1.4% | 9,807 | $1.9M |
| Argent Trust Co | 0.08% | Reduce -3.7% | 9,786 | $1.9M |
| Tidal Investments LLC | 0.03% | New | 9,680 | $1.9M |
| Cooksen Wealth, LLC | 1.92% | Add +2.9% | 9,635 | $1.8M |
| West Branch Capital LLC | 0.74% | Reduce -3.6% | 9,564 | $1.8M |
| Cassady Schiller Wealth Management, LLC | 0.82% | Reduce -0.6% | 9,559 | $1.8M |
| ProVise Management Group, LLC | 0.16% | Reduce -7.2% | 9,544 | $1.8M |
| Resurgent Financial Advisors LLC | 0.98% | Add +102.2% | 9,477 | $1.8M |
| Farmers & Merchants Investments Inc. | 0.06% | No change | 9,477 | $1.8M |
| Simon Quick Advisors, LLC | 0.14% | Reduce -3.6% | 9,401 | $1.8M |
| Horizon Bancorp Inc. | 0.86% | Add +2.5% | 9,366 | $1.8M |
| Independent Advisor Alliance | 0.06% | Reduce -49.6% | 9,301 | $1.8M |
| Paragon Capital Management Ltd | 0.32% | Reduce -12.6% | 9,300 | $1.8M |
| Wealthspire Retirement, LLC | 0.15% | Reduce -19.9% | 9,217 | $1.8M |
| Planning Directions Inc. | 1.22% | Add +1.6% | 9,167 | $1.8M |
| Pine Valley Investments Ltd Liability Co | 0.14% | Reduce -0.3% | 9,158 | $1.8M |
| Csenge Advisory Group | 0.10% | Add +22.9% | 9,150 | $1.8M |
| Dravo Bay LLC | 1.04% | Add +12.7% | 9,136 | $1.8M |
| Eagle Strategies LLC | 0.39% | Reduce -81.6% | 9,084 | $1.7M |
| Curtis Advisory Group, LLC | 0.67% | Reduce -2.3% | 9,057 | $1.7M |
| Market Street Wealth Management Advisors LLC | 0.30% | Reduce -2.3% | 8,946 | $1.7M |
| Sonata Capital Group Inc. | 0.78% | Add +9.1% | 8,919 | $1.7M |
| Waverly Advisors, LLC | 0.04% | Add +41.7% | 8,898 | $1.7M |
| Global Retirement Partners, LLC | 0.06% | Reduce -0.8% | 8,826 | $1.7M |
| McGlone Suttner Wealth Management, Inc. | 0.32% | Reduce -9.9% | 8,793 | $1.7M |
| Nations Financial Group Inc, /Ia/ | 0.14% | Reduce -1.4% | 8,765 | $1.7M |
| Moneco Advisors, LLC | 0.27% | Reduce -0.7% | 8,730 | $1.7M |
| Stevens Capital Partners | 0.99% | Reduce -5.6% | 8,692 | $1.7M |
| Mesirow Financial Investment Management, Inc. | 0.04% | Add +5.7% | 8,674 | $1.7M |
| Guidance Point Advisors, LLC | 0.56% | Add +0.5% | 8,657 | $1.7M |
| Gradient Capital Advisors, LLC | 0.61% | Reduce -8.8% | 8,646 | $1.7M |
| One Charles Private Wealth Services, LLC | 0.72% | Add +1.9% | 8,592 | $1.6M |
| TD Private Client Wealth LLC | 0.05% | Add +9.4% | 8,579 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -0.8% | 8,557 | $1.6M |
| Hardy Reed LLC | 0.20% | No change | 8,447 | $1.6M |
| Portfolio Strategies, Inc. | 0.11% | New | 8,447 | $1.6M |
| Compton Wealth Advisory Group, LLC | 0.44% | Reduce -0.3% | 8,422 | $1.6M |
| Victory Capital Management Inc. | 0.00% | Reduce -15.3% | 8,408 | $1.6M |
| White Wing Wealth Management | 1.34% | Reduce -58.0% | 8,468 | $1.6M |
| SeaCrest Wealth Management, LLC | 0.20% | Add +14.4% | 8,373 | $1.6M |
| Bokf, NA | 0.03% | Add +5.5% | 8,261 | $1.6M |
| McNamara Financial Services, Inc. | 0.34% | Reduce -5.1% | 8,164 | $1.6M |
| Edge Capital Group, LLC | 0.08% | Add +5.0% | 8,030 | $1.5M |
| Pioneer Wealth Management Group | 0.88% | Reduce -45.1% | 8,026 | $1.5M |
| Cadent Capital Advisors, LLC | 0.61% | Reduce -25.3% | 8,004 | $1.5M |
| Empower Advisory Group, LLC | 0.01% | Reduce -2.4% | 7,998 | $1.5M |
| Trust Co. of Vermont | 0.08% | Add +2.3% | 7,922 | $1.5M |
| Breakwater Capital Group | 0.38% | Reduce -0.2% | 7,918 | $1.5M |
| Colony Family Offices, LLC | 0.49% | No change | 7,897 | $1.5M |
| Family Firm, Inc. | 0.37% | Reduce -0.0% | 7,893 | $1.5M |
| Jefferies Financial Group Inc. | 0.03% | Reduce -7.0% | 7,863 | $1.5M |
| Proficio Capital Partners LLC | 0.17% | No change | 7,850 | $1.5M |
| Cullen/Frost Bankers, Inc. | 0.02% | Reduce -0.9% | 7,848 | $1.5M |
| Newman Dignan & Sheerar, Inc. | 0.40% | Reduce -0.5% | 7,841 | $1.5M |
| Ally Invest Advisors Inc. | 0.15% | Add +18.8% | 7,739 | $1.5M |
| Eagle Harbor Asset Management Inc. | 1.56% | Reduce -5.9% | 7,644 | $1.5M |
| Flputnam Investment Management Co. | 0.03% | Reduce -6.0% | 7,629 | $1.5M |
| Compound Planning, Inc. | 0.13% | Add +10.8% | 7,539 | $1.4M |
| Concourse Financial Group Securities, Inc. | 0.09% | Add +0.1% | 7,513 | $1.4M |
| Aptus Capital Advisors, LLC | 0.03% | Add +4.5% | 7,512 | $1.4M |
| Legacy PCG, LLC | 0.90% | Add +0.2% | 7,506 | $1.4M |
| Octavia Wealth Advisors, LLC | 0.21% | Reduce -90.6% | 7,482 | $1.4M |
| Chapin Davis, Inc. | 0.52% | Reduce -0.9% | 7,482 | $1.4M |
| BigSur Wealth Management LLC | 0.45% | Add +135.8% | 7,466 | $1.4M |
| Legacy Edge Advisors, LLC | 0.30% | Reduce -34.4% | 7,443 | $1.4M |
| Aire Advisors, LLC | 0.32% | Add +6.2% | 7,424 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -7.9% | 7,429 | $1.4M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -12.3% | 7,454 | $1.4M |
| GFS Advisors, LLC | 0.23% | Reduce -0.2% | 7,367 | $1.4M |
| Ieq Capital, LLC | 0.02% | Add +3.3% | 7,361 | $1.4M |
| SC&H Financial Advisors, Inc. | 0.37% | Reduce -2.6% | 7,325 | $1.4M |
| New Covenant Trust Company, N.A. | 1.40% | — | 7,301 | $1.4M |
| Red Tortoise LLC | 0.78% | Add +3.5% | 7,280 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +1.1% | 7,246 | $1.4M |
| C M Bidwell & Associates Ltd. | 0.94% | Reduce -0.8% | 7,234 | $1.4M |
| Baker Ellis Asset Management LLC | 0.21% | Reduce -4.9% | 7,221 | $1.4M |
| Matisse Capital | 0.67% | Add +43.0% | 7,216 | $1.4M |
| Hilltop National Bank | 0.47% | — | 7,208 | $1.4M |
| Synovus Financial Corp. | 0.02% | Add +0.9% | 7,083 | $1.4M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -2.4% | 7,090 | $1.4M |
| Monument Group Wealth Advisors, LLC | 0.99% | Reduce -1.9% | 6,983 | $1.3M |
| Hartline Investment Corp./ | 0.23% | New | 6,920 | $1.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.23% | Add +0.4% | 6,920 | $1.3M |
| Forest Hill Capital, LLC | 1.14% | No change | 6,900 | $1.3M |
| Focus Financial Network, Inc. | 0.06% | — | 7,376 | $1.3M |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.33% | Add +1.0% | 68,258 | $1.3M |
| ARK & TLK Investments, LLC | 0.51% | Add +24.8% | 6,809 | $1.3M |
| Clearstead Advisors, LLC | 0.06% | Reduce -9.1% | 6,907 | $1.3M |
| Liberty Wealth Management LLC | 0.25% | Add +195.9% | 6,765 | $1.3M |
| Burns Matteson Capital Management, LLC | 0.84% | Reduce -18.4% | 6,763 | $1.3M |
| Dentgroup LLC | 1.07% | Reduce -4.3% | 6,742 | $1.3M |
| Lido Advisors, LLC | 0.01% | Add +15.3% | 6,730 | $1.3M |
| Mutual Advisors, LLC | 0.04% | Add +4.6% | 6,719 | $1.3M |
| 1834 Investment Advisors Co. | 0.15% | Add +58.7% | 6,676 | $1.3M |
| Pacific Sun Financial Corp | 0.74% | Add +1.2% | 6,665 | $1.3M |
| Evolution Wealth Advisors, LLC | 0.24% | Add +5.3% | 6,625 | $1.3M |
| EWG Elevate Inc. | 0.48% | Add +0.1% | 6,616 | $1.3M |
| PFG Investments, LLC | 0.08% | Add +283.1% | 6,558 | $1.3M |
| Level Financial Advisors | 0.57% | Reduce -3.6% | 6,529 | $1.3M |
| Baldwin Investment Management, LLC | 0.17% | Add +116.1% | 6,512 | $1.2M |
| Trust Co | 0.16% | Reduce -6.5% | 6,507 | $1.2M |
| Richardson Financial Services Inc. | 0.88% | Add +29.8% | 6,504 | $1.2M |
| Lion Street Advisors, LLC | 0.51% | No change | 6,922 | $1.2M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | No change | 6,465 | $1.2M |
| Parsons Capital Management Inc. | 0.08% | Add +0.3% | 6,455 | $1.2M |
| Vantage Financial Partners, LLC | 0.33% | Add +1.2% | 6,437 | $1.2M |
| Thoroughbred Financial Services, LLC | 0.12% | Reduce -14.3% | 6,421 | $1.2M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -11.9% | 6,398 | $1.2M |
| Fermata Advisors, LLC | 0.28% | Reduce -2.4% | 6,385 | $1.2M |
| Jentner Corp | 0.43% | Reduce -2.0% | 6,374 | $1.2M |
| Schwallier Wealth Management LLC | 0.98% | Reduce -12.6% | 6,342 | $1.2M |
| MIdWestOne Financial Group, Inc. | 0.22% | Reduce -30.8% | 6,310 | $1.2M |
| Condor Capital Management | 0.12% | Reduce -0.2% | 6,289 | $1.2M |
| Alera Investment Advisors, LLC | 0.16% | No change | 6,250 | $1.2M |
| Country Club Bank | 0.08% | Reduce -0.9% | 6,208 | $1.2M |
| Wellington Management Group LLP | 0.00% | No change | 6,197 | $1.2M |
| Hall Capital Management Co. Inc. | 0.58% | Add +2.2% | 6,170 | $1.2M |
| Strategic Financial Partners, Ltd. | 0.65% | Add +1.2% | 6,161 | $1.2M |
| Topel & Distasi Wealth Management, LLC | 0.52% | Reduce -0.8% | 6,148 | $1.2M |
| HC Advisors, LLC | 0.56% | No change | 6,117 | $1.2M |
| Arista Wealth Management, LLC | 0.90% | Reduce -56.3% | 6,109 | $1.2M |
| Keb Asset Management, LLC | 0.40% | Reduce -1.9% | 6,096 | $1.2M |
| Janiczek Wealth Management, LLC | 0.25% | No change | 6,055 | $1.2M |
| Transcend Capital Advisors, LLC | 0.09% | Add +23.7% | 6,054 | $1.2M |
| Arbor Investment Advisors, LLC | 0.17% | Reduce -1.8% | 6,050 | $1.2M |
| Clear Point Advisors Inc. | 0.95% | Add +6.0% | 5,988 | $1.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.14% | Add +14.6% | 5,975 | $1.1M |
| Insight Advisors, LLC/ PA | 0.22% | No change | 5,914 | $1.1M |
| Bessemer Group Inc. | 0.00% | Reduce -8.8% | 5,884 | $1.1M |
| Lindbrook Capital, LLC | 0.11% | No change | 5,865 | $1.1M |
| Arbor Trust Wealth Advisors, LLC | 0.62% | Reduce -0.9% | 6,091 | $1.1M |
| Fulton Bank, N.A. | 0.05% | Reduce -8.6% | 5,824 | $1.1M |
| SVB Wealth LLC | 0.02% | Reduce -23.3% | 5,807 | $1.1M |
| Diversify Advisory Services, LLC | 0.07% | — | 5,850 | $1.1M |
| Conrad Siegel Investment Advisors, Inc. | 0.33% | Reduce -19.0% | 5,791 | $1.1M |
| Carnegie Investment Counsel | 0.03% | Add +0.5% | 5,788 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +51.4% | 5,765 | $1.1M |
| Perennial Investment Advisors, LLC | 0.17% | Reduce -1.1% | 5,738 | $1.1M |
| Ballentine Partners, LLC | 0.02% | No change | 5,716 | $1.1M |
| Chatham Capital Group, Inc. | 0.20% | No change | 5,715 | $1.1M |
| Hudson Value Partners, LLC | 0.46% | Add +10.9% | 5,687 | $1.1M |
| King Wealth Management Group | 0.19% | Add +8.1% | 5,683 | $1.1M |
| Uptick Partners, LLC | 0.83% | Add +1.4% | 5,678 | $1.1M |
| LongView Wealth Management | 0.43% | Add +6.6% | 5,668 | $1.1M |
| GHP Investment Advisors, Inc. | 0.05% | Add +11.2% | 5,643 | $1.1M |
| Carlson Capital Management | 0.05% | Reduce -94.0% | 5,637 | $1.1M |
| Beacon Financial Advisory LLC | 0.53% | Reduce -8.4% | 5,522 | $1.1M |
| Jacobi Capital Management LLC | 0.10% | Reduce -3.9% | 5,629 | $1.1M |
| Simplicity Wealth,LLC | 0.03% | New | 5,624 | $1.1M |
| Clarity Capital Advisors, LLC | 0.85% | Add +9.8% | 5,571 | $1.1M |
| Moisand Fitzgerald Tamayo, LLC | 0.16% | Reduce -0.4% | 5,544 | $1.1M |
| HFG Advisors, Inc. | 0.94% | Reduce -78.8% | 5,543 | $1.1M |
| Meritas Wealth Management, LLC | 0.74% | Reduce -0.7% | 5,531 | $1.1M |
| United Advisor Group, LLC | 0.40% | Add +46.7% | 5,503 | $1.1M |
| Institute for Wealth Management, LLC. | 0.14% | Add +0.4% | 5,497 | $1.1M |
| Wedbush Securities Inc. | 0.04% | Reduce -32.0% | 5,457 | $1.0M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Reduce -1.7% | 5,451 | $1.0M |
| Summit Wealth & Retirement Planning, Inc. | 0.37% | Add +34.3% | 5,434 | $1.0M |
| BCS Wealth Management | 0.33% | Add +0.6% | 5,329 | $1.0M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.61% | Reduce -13.6% | 5,322 | $1.0M |
| Revisor Wealth Management LLC | 0.46% | Add +227.0% | 5,477 | $1.0M |
| Girard Partners LTD. | 0.10% | Reduce -24.1% | 5,293 | $1.0M |
| Wescott Financial Advisory Group, LLC | 0.13% | Reduce -8.6% | 5,275 | $1.0M |
| Klingman & Associates, LLC | 0.07% | Reduce -1.8% | 5,270 | $1.0M |
| Vannoy Advisory Group, Inc. | 0.79% | Reduce -0.9% | 5,267 | $1.0M |
| Meridian Financial Advisors, LLC | 0.75% | Add +5.3% | 5,260 | $1.0M |
| Oppenheimer & Co. Inc. | 0.02% | Add +4.3% | 5,254 | $1.0M |
| Silverlake Wealth Management LLC | 0.51% | Reduce -0.8% | 5,237 | $1.0M |
| First National Bank of Mount Dora, Trust Investment Services | 0.24% | Reduce -2.5% | 5,196 | $997K |
| Round Rock Advisors LLC | 0.24% | Reduce -3.5% | 5,170 | $992K |
| Iron Gate Global Advisors LLC | 0.18% | Reduce -8.6% | 5,171 | $987K |
| Compass Financial Group, INC | 0.23% | Add +2.3% | 5,129 | $984K |
| Brand Asset Management Group, Inc. | 0.42% | Add +6.7% | 5,123 | $983K |
| Smithfield Trust Co | 0.05% | Add +4.7% | 5,111 | $980K |
| Kathmere Capital Management, LLC | 0.11% | Add +0.2% | 5,107 | $980K |
| Coordinated Financial Services, Inc. | 0.87% | — | 5,106 | $980K |
| Main Street Financial Solutions, LLC | 0.10% | Add +7.1% | 5,105 | $979K |
| MidAtlantic Capital Management, Inc. | 0.86% | No change | 5,100 | $979K |
| Belpointe Asset Management LLC | 0.07% | New | 5,086 | $976K |
| Wealth Alliance, LLC | 0.13% | Add +3.2% | 5,041 | $967K |
| Galvin, Gaustad & Stein, LLC | 0.09% | Reduce -3.6% | 4,999 | $959K |
| BSW Wealth Partners | 0.16% | Add +22.0% | 4,996 | $959K |
| Fidelity D & D Bancorp Inc. | 0.72% | Reduce -6.6% | 4,977 | $955K |
| Bowman & Co S.C. | 0.58% | Reduce -7.2% | 4,970 | $954K |
| Montag A & Associates Inc. | 0.05% | Add +0.1% | 4,955 | $951K |
| Woodmont Investment Counsel LLC | 0.08% | Reduce -1.9% | 4,925 | $945K |
| Aveo Capital Partners, LLC | 0.10% | Add +5.4% | 5,124 | $944K |
| Dorsey & Whitney Trust CO LLC | 0.06% | Add +13.9% | 4,915 | $943K |
| Schechter Investment Advisors, LLC | 0.07% | Reduce -5.8% | 4,912 | $943K |
| Goelzer Investment Management, Inc. | 0.05% | No change | 4,887 | $938K |
| Stratos Wealth Advisors, LLC | 0.06% | Add +21.5% | 4,883 | $937K |
| Bank of Hawaii | 0.05% | Reduce -11.3% | 4,858 | $932K |
| Trust Co of the South | 0.22% | Add +72.9% | 4,856 | $932K |
| Wrapmanager Inc. | 0.26% | Reduce -0.3% | 4,845 | $930K |
| Hoge Financial Services, LLC | 0.76% | Reduce -1.4% | 4,827 | $926K |
| Hart & Patterson Financial Group LLC | 0.46% | Reduce -1.1% | 4,826 | $926K |
| Mission Wealth Management, LP | 0.02% | Add +17.3% | 4,823 | $925K |
| Waller Financial Planning Group, Inc. | 0.25% | Reduce -0.6% | 4,818 | $925K |
| Caldwell Trust Co | 0.11% | No change | 4,818 | $924K |
| Wealth Quarterback LLC | 0.51% | Reduce -5.6% | 4,753 | $912K |
| Quadrant Capital Group LLC | 0.07% | No change | 4,736 | $909K |
| Greenup Street Wealth Management LLC | 0.23% | Reduce -35.2% | 4,706 | $903K |
| Consolidated Portfolio Review Corp | 0.23% | Reduce -1.7% | 4,632 | $889K |
| Hemington Wealth Management | 0.32% | No change | 4,626 | $888K |
| Evoke Wealth, LLC | 0.03% | New | 4,616 | $886K |
| St. Louis Trust Co | 0.14% | No change | 4,591 | $881K |
| Financial Alternatives, Inc | 0.68% | No change | 4,556 | $874K |
| RS Crum Inc. | 0.24% | Reduce -2.8% | 4,546 | $872K |
| Battery Global Advisors, LLC | 0.71% | No change | 4,545 | $872K |
| Physician Wealth Advisors, Inc. | 0.18% | Reduce -0.2% | 4,879 | $872K |
| TRUE Private Wealth Advisors | 0.10% | Add +20.7% | 4,522 | $868K |
| Retirement Planning Group, LLC | 0.07% | Add +243.6% | 4,512 | $866K |
| Weitzel Financial Services, Inc. | 0.43% | Reduce -47.8% | 4,495 | $855K |
| One Day In July LLC | 0.11% | Add +0.7% | 4,443 | $853K |
| Canal Capital Management, LLC | 0.14% | No change | 4,382 | $841K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +3.0% | 4,368 | $838K |
| Nemes Rush Group LLC | 0.12% | Add +1.5% | 4,342 | $833K |
| Flagstar Securities, Inc. | 0.23% | Add +29.2% | 4,325 | $830K |
| Willner & Heller, LLC | 0.83% | Add +0.5% | 4,321 | $829K |
| City Holding Co. | 0.12% | Add +17.0% | 4,317 | $828K |
| Disciplined Investments, LLC | 0.45% | Reduce -0.5% | 4,308 | $827K |
| Anchor Investment Management, LLC | 0.09% | Add +2.7% | 4,293 | $824K |
| Tyche Wealth Partners LLC | 0.20% | Reduce -18.3% | 4,284 | $822K |
| Neuberger Berman Group LLC | 0.00% | Add +2.3% | 4,281 | $821K |
| Chesley Taft & Associates LLC | 0.04% | Reduce -8.2% | 4,277 | $821K |
| Legacies Wealth LLC | 0.72% | No change | 4,251 | $816K |
| American Money Management, LLC | 0.17% | Reduce -11.2% | 4,200 | $806K |
| Flow Traders U.S. LLC | 0.04% | New | 4,187 | $803K |
| Armbruster Capital Management, Inc. | 0.17% | Reduce -1.9% | 4,173 | $801K |
| McClarren Financial Advisors, Inc. | 0.57% | Add +0.5% | 4,166 | $800K |
| Larson Financial Group LLC | 0.06% | Reduce -5.2% | 4,156 | $797K |
| Walter & Keenan Wealth Management LLC /in/ | 0.26% | Reduce -10.2% | 4,151 | $797K |
| Raffa Wealth Management, LLC | 0.23% | Add +0.5% | 4,095 | $786K |
| Total Clarity Wealth Management, Inc. | 0.27% | Reduce -63.5% | 4,072 | $781K |
| Embree Financial Group | 0.15% | Add +110.9% | 4,005 | $769K |
| D.B. Root & Company, LLC | 0.26% | Add +0.3% | 3,974 | $763K |
| Brandes Investment Partners, LP | 0.01% | Reduce -69.4% | 3,970 | $762K |
| Visionary Wealth Advisors | 0.05% | Reduce -3.7% | 3,968 | $761K |
| Guidance Capital, Inc. | 0.28% | Add +18.8% | 4,221 | $759K |
| First Heartland Consultants, Inc. | 0.08% | Add +189.1% | 3,952 | $758K |
| Kovack Advisors, Inc. | 0.09% | Add +11.3% | 3,915 | $751K |
| Hexagon Capital Partners LLC | 0.17% | Reduce -17.3% | 3,910 | $750K |
| Soundmark Wealth Management, LLC | 0.33% | Reduce -1.3% | 3,894 | $747K |
| Painted Porch Advisors LLC | 0.46% | Add +0.1% | 3,893 | $747K |
| Jackson Creek Investment Advisors LLC | 0.26% | Add +0.5% | 3,862 | $741K |
| Altiora Financial Group, LLC | 0.20% | No change | 3,861 | $741K |
| Clarius Group, LLC | 0.05% | No change | 3,836 | $736K |
| Collaborative Wealth Managment Inc. | 0.37% | Reduce -6.7% | 3,815 | $732K |
| Granite FO LLC | 0.43% | Reduce -0.0% | 3,714 | $729K |
| Strategic Blueprint, LLC | 0.05% | Add +5.7% | 3,795 | $728K |
| Intellectus Partners, LLC | 0.19% | Add +5.6% | 3,766 | $723K |
| Carolinas Wealth Consulting LLC | 0.14% | Add +0.4% | 3,761 | $722K |
| Quantum Financial Advisors, LLC | 0.13% | No change | 3,753 | $720K |
| Cibc World Market Inc. | 0.00% | Add +8.5% | 3,751 | $720K |
| Accretive Wealth Partners, LLC | 0.32% | Reduce -3.6% | 3,906 | $720K |
| TAP Consulting, LLC | 0.16% | Reduce -13.3% | 3,747 | $719K |
| Graves Light Lenhart Wealth, Inc. | 0.08% | No change | 3,737 | $717K |
| IFG Advisors, LLC | 0.19% | Reduce -1.9% | 3,736 | $717K |
| Caitlin John, LLC | 0.54% | Reduce -5.7% | 3,730 | $716K |
| Precedent Wealth Partners, LLC | 0.31% | Reduce -2.5% | 3,725 | $715K |
| BKM Wealth Management, LLC | 0.31% | Add +2.0% | 3,721 | $714K |
| Lake Street Private Wealth, LLC | 0.10% | Add +0.0% | 3,711 | $712K |
| Life Planning Partners, Inc | 0.71% | Add +0.7% | 3,709 | $712K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.3% | 3,676 | $705K |
| Cozad Asset Management Inc. | 0.07% | Add +0.0% | 3,652 | $701K |
| Sightline Wealth Advisors, LLC | 0.46% | Add +21.4% | 3,644 | $699K |
| &partners | 0.10% | Add +96.9% | 3,641 | $699K |
| Parcion Private Wealth LLC | 0.06% | Reduce -0.7% | 3,627 | $696K |
| McDonald Partners LLC | 0.19% | No change | 3,596 | $690K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -9.5% | 3,579 | $687K |
| Agate Pass Investment Management, LLC | 0.37% | Reduce -5.3% | 3,576 | $686K |
| First National Bank Sioux Falls | 0.37% | No change | 3,538 | $679K |
| McLean Asset Management Corp | 0.23% | Reduce -1.0% | 3,592 | $679K |
| Becker Capital Management Inc. | 0.02% | No change | 3,439 | $660K |
| Continuum Advisory, LLC | 0.10% | Reduce -57.2% | 3,499 | $660K |
| True Vision MN LLC | 0.46% | Reduce -4.3% | 3,595 | $656K |
| SOL Capital Management CO | 0.08% | No change | 3,395 | $651K |
| Libra Wealth LLC | 0.28% | No change | 3,385 | $650K |
| Centaurus Financial, Inc. | 0.05% | Reduce -0.3% | 3,366 | $646K |
| Lane & Associates LLC | 0.41% | Add +0.4% | 3,358 | $644K |
| WMS Partners, LLC | 0.04% | No change | 3,342 | $641K |
| Evergreen Capital Management LLC | 0.02% | No change | 3,281 | $630K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -1.6% | 3,278 | $629K |
| Cascade Wealth Advisors, Inc | 0.53% | — | 3,460 | $629K |
| TFO Wealth Partners, LLC | 0.12% | Add +0.1% | 3,271 | $628K |
| Legacy Private Trust Co. | 0.05% | No change | 3,265 | $626K |
| Busey Bank | 0.02% | Add +1.9% | 3,252 | $624K |
| Fortune Financial Advisors, LLC | 0.40% | Reduce -8.5% | 3,243 | $622K |
| Bryn Mawr Trust Advisors, LLC | 0.04% | Reduce -0.8% | 3,243 | $622K |
| Crestwood Advisors Group, LLC | 0.01% | Add +10.3% | 3,227 | $619K |
| Eudaimonia Advisors LLC | 0.33% | Reduce -9.1% | 3,201 | $614K |
| Atticus Wealth Management, LLC | 0.20% | Reduce -8.2% | 3,201 | $614K |
| Brass Tax Wealth Management, Inc. | 0.32% | — | 3,193 | $613K |
| Capasso Planning Partners LLC | 0.25% | Add +10.3% | 3,189 | $612K |
| NorthRock Partners, LLC | 0.02% | Add +3.9% | 3,179 | $610K |
| Bedel Financial Consulting, Inc. | 0.09% | Add +0.6% | 3,134 | $601K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Add +38.6% | 3,122 | $599K |
| Wealthstream Advisors, Inc. | 0.23% | Add +2.0% | 3,121 | $599K |
| Trilogy Capital Inc. | 0.03% | Reduce -0.8% | 3,095 | $594K |
| Diversified, LLC | 0.08% | Add +1.8% | 3,084 | $592K |
| Hoxton Planning & Management, LLC | 0.28% | Add +0.2% | 3,081 | $591K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -5.1% | 3,078 | $591K |
| Taylor & Morgan Wealth Management, LLC | 0.43% | Reduce -9.0% | 3,074 | $590K |
| PAX Financial Group, LLC | 0.12% | Reduce -2.6% | 3,061 | $587K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -51.7% | 3,060 | $587K |
| Essex Private Wealth Management, LLC | 1.66% | Add +0.7% | 3,053 | $586K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.21% | Reduce -6.6% | 3,051 | $585K |
| Wambolt & Associates, LLC | 0.18% | Reduce -46.3% | 3,078 | $585K |
| Citizens Financial Group Inc. | 0.02% | Add +2.9% | 3,043 | $584K |
| Rockwood Wealth Management, LLC | 0.08% | No change | 3,032 | $582K |
| Unconventional Investor, LLC | 0.42% | No change | 3,022 | $580K |
| Resolute Advisors LLC | 0.11% | Add +0.5% | 3,016 | $579K |
| Staley Capital Advisers Inc. | 0.03% | Reduce -39.2% | 3,001 | $576K |
| Western Wealth Management, LLC | 0.04% | Reduce -1.7% | 2,982 | $572K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -35.5% | 2,979 | $572K |
| Dopkins Wealth Management, LLC | 0.34% | Add +5.2% | 2,956 | $567K |
| Derbend Asset Management | 0.28% | Add +0.0% | 2,946 | $565K |
| TCI Wealth Advisors, Inc. | 0.06% | Add +1.2% | 2,935 | $563K |
| Rinkey Investments | 0.20% | No change | 2,929 | $562K |
| Investments & Financial Planning, LLC | 0.39% | Reduce -6.7% | 2,928 | $562K |
| Insigneo Advisory Services, LLC | 0.07% | Add +11.1% | 2,928 | $562K |
| Roffman Miller Associates Inc. | 0.04% | Reduce -2.2% | 2,921 | $560K |
| Gibson Capital, LLC | 0.12% | No change | 2,902 | $557K |
| Silver Oak Advisory Group, Inc. | 0.31% | Add +0.0% | 2,896 | $556K |
| Stonebridge Financial Planning Group, LLC | 0.29% | Add +5.5% | 2,873 | $551K |
| Gilman Hill Asset Management, LLC | 0.10% | Add +57.9% | 2,873 | $551K |
| Clark Asset Management, LLC | 0.17% | Add +0.3% | 2,865 | $550K |
| TrinityPoint Wealth, LLC | 0.09% | Reduce -3.5% | 2,858 | $548K |
| Glassman Wealth Services | 0.11% | Add +3.8% | 2,857 | $548K |
| Sonoma Private Wealth LLC | 0.88% | Add +0.1% | 2,854 | $548K |
| Camelot Technology Advisors, Inc. | 0.51% | No change | 2,850 | $547K |
| Apexium Financial, LP | 0.04% | Add +147.2% | 2,845 | $546K |
| Exchange Bank | 0.45% | Add +2.8% | 2,838 | $545K |
| Inspire Advisors, LLC | 0.08% | Reduce -5.5% | 2,837 | $544K |
| HUB Investment Partners, LLC | 0.03% | Add +4.1% | 2,835 | $544K |
| Founders Financial Securities LLC | 0.06% | Reduce -30.1% | 2,823 | $542K |
| MWA Asset Management | 0.39% | Reduce -2.4% | 2,802 | $538K |
| Renaissance Technologies | 0.00% | New | 2,800 | $537K |
| Godsey & Gibb, Inc. | 0.06% | Add +19.1% | 2,791 | $536K |
| Anderson Hoagland & Co. | 0.06% | No change | 2,881 | $532K |
| ERn Financial, LLC | 0.09% | No change | 2,769 | $531K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -4.2% | 2,765 | $531K |
| Blue Trust, Inc. | 0.01% | Add +39.5% | 2,762 | $530K |
| Centennial Bank | 0.27% | Reduce -1.8% | 2,750 | $528K |
| Apeiron RIA LLC | 0.15% | Add +8.4% | 2,746 | $527K |
| RFP Financial Group LLC | 0.21% | No change | 2,742 | $526K |
| Windsor Advisory Group, LLC | 1.47% | No change | 2,720 | $522K |
| Peirce Capital Management, LLC | 0.29% | No change | 2,720 | $522K |
| Elevation Wealth Partners, LLC | 0.26% | Reduce -4.3% | 2,746 | $522K |
| Aviso Wealth Management | 0.33% | Add +1.1% | 2,712 | $520K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -0.6% | 2,704 | $519K |
| Debussy Capital Management LP | 0.15% | No change | 2,751 | $518K |
| Red Wave Investments LLC | 0.19% | Add +0.8% | 2,687 | $516K |
| Family Investment Center, Inc. | 0.17% | Reduce -1.8% | 2,680 | $514K |
| Narus Financial Partners, LLC | 0.22% | Reduce -4.9% | 2,677 | $514K |
| Verdence Capital Advisors LLC | 0.05% | Add +0.1% | 2,666 | $511K |
| Greenline Partners, LLC | 0.08% | No change | 2,660 | $510K |
| Realta Investment Advisors | 0.11% | Add +10.2% | 2,658 | $510K |
| Cutler Investment Counsel LLC | 0.07% | Reduce -1.1% | 2,657 | $510K |
| Quarry Hill Advisors, LLC | 0.37% | Reduce -1.3% | 2,649 | $508K |
| Townsend Asset Management Corp. /NC/ | 0.20% | Reduce -3.9% | 2,637 | $506K |
| Pointe Capital Management LLC | 0.31% | No change | 2,617 | $502K |
| Apollon Financial, LLC | 0.17% | Reduce -64.5% | 2,603 | $499K |
| Brightwater Advisory LLC | 0.40% | Reduce -14.0% | 2,602 | $499K |
| NWF Advisory Services Inc. | 0.08% | Reduce -1.4% | 2,602 | $499K |
| Level Four Advisory Services, LLC | 0.03% | No change | 2,759 | $497K |
| Pekin Hardy Strauss, Inc. | 0.07% | Add +20.1% | 2,571 | $493K |
| Objective Capital Management, LLC | 0.33% | Add +14.8% | 2,558 | $491K |
| Lodestone Wealth Management LLC | 0.26% | Reduce -0.9% | 2,545 | $488K |
| Abbot Financial Management, Inc. | 0.27% | Add +13.4% | 2,535 | $486K |
| Washington Trust Advisors, Inc. | 0.04% | No change | 2,529 | $485K |
| Investmark Advisory Group LLC | 0.27% | Add +0.9% | 2,521 | $484K |
| Versant Capital Management, Inc | 0.14% | Reduce -7.6% | 2,516 | $483K |
| Selective Wealth Management, Inc. | 0.21% | No change | 2,562 | $473K |
| Dearborn Partners LLC | 0.02% | Reduce -0.1% | 2,456 | $471K |
| Sax Wealth Advisors, LLC | 0.05% | Add +59.1% | 2,446 | $469K |
| Franklin Resources Inc. | 0.00% | Reduce -21.4% | 2,437 | $468K |
| Keystone Financial Group | 0.07% | Reduce -3.6% | 2,435 | $467K |
| Pension & Wealth Management Advisors, Inc. | 0.31% | Reduce -2.9% | 2,423 | $465K |
| Vista Capital Partners, Inc. | 0.06% | Add +0.1% | 2,421 | $465K |
| Seed Wealth Management, Inc. | 0.44% | No change | 2,440 | $464K |
| Integrity Financial Corp | 0.32% | Add +82.1% | 2,418 | $464K |
| Aspen Grove Capital, LLC | 0.13% | Reduce -0.0% | 2,399 | $461K |
| Droms Strauss Advisors Inc. /Mo/ | 0.17% | Add +8.3% | 2,395 | $459K |
| Stephens Consulting, LLC | 0.14% | Add +0.6% | 2,367 | $454K |
| Savvy Advisors, Inc. | 0.26% | Add +31.8% | 2,356 | $452K |
| Private Trust Co. NA | 0.05% | Add +8.4% | 2,356 | $452K |
| EPIQ Capital Group, LLC | 0.18% | Add +0.5% | 2,336 | $448K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -3.0% | 2,323 | $446K |
| JT Stratford LLC | 0.09% | Reduce -30.7% | 2,314 | $444K |
| My Personal CFO, LLC | 0.26% | Add +0.3% | 2,312 | $444K |
| Key Client Fiduciary Advisors, LLC | 0.23% | Add +2.5% | 2,303 | $442K |
| Morton Capital Management LLC | 0.12% | Add +5.1% | 2,282 | $438K |
| Eagle Rock Investment Company, LLC | 0.08% | Add +0.2% | 2,272 | $436K |
| Cypress Point Wealth Management, LLC | 0.22% | New | 2,263 | $434K |
| Ballentine Capital Advisors, Inc | 0.24% | Reduce -3.6% | 2,283 | $434K |
| Oldfather Financial Services, LLC | 0.18% | No change | 2,255 | $433K |
| Salomon & Ludwin, LLC | 0.04% | Reduce -10.2% | 2,237 | $429K |
| Discipline Wealth Solutions, LLC | 0.40% | Reduce -34.8% | 2,247 | $427K |
| Ami Investment Management Inc. | 0.16% | Reduce -0.5% | 2,225 | $427K |
| Rooted Wealth Advisors, Inc. | 0.21% | Add +3.7% | 2,273 | $426K |
| NorthStar Asset Management LLC | 0.32% | Reduce -5.2% | 2,214 | $425K |
| Dakota Wealth Management | 0.01% | Add +27.3% | 2,189 | $420K |
| Financial Futures Ltd Liability Co. | 0.28% | No change | 2,182 | $419K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +38.4% | 2,178 | $418K |
| PGIM Custom Harvest LLC | 0.01% | New | 2,172 | $417K |
| SignalPoint Asset Management, LLC | 0.11% | Add +5.0% | 2,169 | $416K |
| Parkside Financial Bank & Trust | 0.07% | Reduce -1.0% | 2,164 | $415K |
| Virtue Capital Management, LLC | 0.07% | Reduce -0.8% | 2,272 | $415K |
| Summit Wealth Partners, LLC | 0.09% | New | 2,161 | $415K |
| Glenview Trust Co | 0.01% | Reduce -26.0% | 2,147 | $412K |
| Kiely Wealth Advisory Group, Inc. | 0.23% | Add +35.8% | 2,242 | $411K |
| Burney Co./ | 0.02% | Add +26.3% | 2,134 | $409K |
| Pettyjohn, Wood & White, Inc. | 0.08% | No change | 2,120 | $407K |
| Dominguez Wealth Management Solutions, Inc. | 0.32% | Add +0.2% | 2,111 | $405K |
| Camelot Portfolios, LLC | 0.40% | Reduce -26.2% | 2,105 | $404K |
| Ridgewood Investments LLC | 0.21% | Add +16.3% | 2,078 | $399K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -51.9% | 2,074 | $398K |
| Cahill Wealth Management, LLC | 0.23% | No change | 2,072 | $398K |
| Destiny Wealth Partners, LLC | 0.07% | No change | 2,063 | $396K |
| Freestone Capital Holdings, LLC | 0.01% | Add +25.0% | 2,057 | $395K |
| Procyon Advisors, LLC | 0.03% | Reduce -0.9% | 2,053 | $394K |
| KKM Financial LLC | 0.19% | No change | 2,049 | $393K |
| Pinnacle Bancorp, Inc. | 0.12% | Reduce -0.1% | 2,036 | $391K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | No change | 2,025 | $389K |
| Villere St Denis J & Co. LLC | 0.03% | Add +74.8% | 2,022 | $388K |
| Keel Point, LLC | 0.04% | Reduce -20.9% | 2,020 | $388K |
| Accredited Investors Inc. | 0.02% | No change | 2,015 | $387K |
| Cadence Bank | 0.03% | Reduce -6.2% | 2,012 | $386K |
| Bantamac Capital, LLC | 0.22% | New | 2,000 | $384K |
| Consilium Wealth Advisory, LLC | 0.22% | No change | 2,000 | $384K |
| Rathbones Group PLC | 0.00% | No change | 2,000 | $384K |
| Athena Investment Management | 0.23% | No change | 1,998 | $383K |
| Passumpsic Savings Bank | 0.24% | — | 1,989 | $382K |
| Carmichael Hill & Associates, Inc. | 0.16% | No change | 1,984 | $381K |
| Thrive Wealth Management, LLC | 0.08% | Reduce -0.8% | 1,984 | $381K |
| Angeles Wealth Management, LLC | 0.04% | No change | 1,978 | $380K |
| Elm Partners Management LLC | 0.03% | New | 1,972 | $378K |
| West Financial Advisors, LLC | 0.08% | No change | 1,964 | $377K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | Reduce -11.2% | 1,964 | $377K |
| DGS Capital Management, LLC | 0.11% | Add +17.5% | 1,958 | $376K |
| OneAscent Financial Services LLC | 0.04% | Add +17.1% | 1,954 | $375K |
| Evercore Wealth Management, LLC | 0.01% | No change | 1,946 | $373K |
| Valmark Advisers, Inc. | 0.01% | Add +3.7% | 1,940 | $372K |
| Adamsbrown Wealth Consultants LLC | 0.15% | No change | 1,936 | $371K |
| Sapient Capital LLC | 0.01% | Add +1.9% | 1,932 | $371K |
| Appleton Partners Inc. | 0.03% | Reduce -4.9% | 1,928 | $370K |
| Marco Investment Management LLC | 0.03% | No change | 1,922 | $369K |
| Wilson & Boucher Capital Management, LLC | 0.29% | New | 1,921 | $369K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.21% | Add +0.6% | 1,920 | $368K |
| Certuity, LLC | 0.03% | New | 1,903 | $365K |
| CGC Financial Services, LLC | 0.19% | No change | 1,901 | $365K |
| Cidel Asset Management Inc. | 0.03% | No change | 1,900 | $365K |
| Certified Advisory Corp | 0.05% | Reduce -14.0% | 1,899 | $364K |
| Team Hewins, LLC | 0.15% | Reduce -16.4% | 1,899 | $364K |
| Austin Wealth Management, LLC | 0.09% | Reduce -1.2% | 1,927 | $362K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -39.7% | 1,888 | $362K |
| Strategic Financial Concepts, LLC | 0.09% | New | 1,885 | $362K |
| Skyline Advisors, Inc. | 0.16% | Add +8.7% | 1,883 | $361K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.09% | New | 1,878 | $360K |
| BLB&B Advisors, LLC | 0.02% | Add +4.9% | 1,873 | $359K |
| Nicolet Advisory Services, LLC | 0.04% | Reduce -59.1% | 1,898 | $359K |
| Summit Financial Strategies, Inc. | 0.05% | Add +0.5% | 1,867 | $358K |
| Next Level Private LLC | 0.16% | Reduce -0.2% | 1,865 | $358K |
| Capital Advisors, Ltd. LLC | 0.05% | Add +0.4% | 1,859 | $357K |
| Kanawha Capital Management LLC | 0.03% | Add +0.8% | 1,857 | $356K |
| Summit Trail Advisors, LLC | 0.01% | Add +3.6% | 1,857 | $356K |
| New Hampshire Trust | 0.08% | Add +59.0% | 1,854 | $356K |
| Twin Focus Capital Partners, LLC | 0.07% | No change | 1,850 | $355K |
| Park Edge Advisors, LLC | 0.10% | Add +0.1% | 1,846 | $354K |
| BOK Financial Private Wealth, Inc. | 0.03% | Reduce -1.2% | 1,845 | $354K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -7.3% | 1,844 | $354K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 1,844 | $354K |
| Solutions 4 Wealth, Ltd | 0.99% | No change | 1,841 | $353K |
| American Trust | 0.03% | Reduce -46.3% | 1,831 | $351K |
| Melfa Wealth Management, Inc. | 0.25% | Add +14.6% | 1,824 | $350K |
| Bell Investment Advisors, Inc | 0.07% | Add +2.6% | 1,822 | $350K |
| Barnes Pettey Financial Advisors, LLC | 0.30% | Add +0.4% | 1,818 | $349K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -29.9% | 1,809 | $347K |
| Client 1ST Advisory Group, LLC | 0.16% | No change | 1,806 | $347K |
| Accurate Wealth Management, LLC | 0.10% | Reduce -1.6% | 1,931 | $346K |
| HBW Advisory Services LLC | 0.06% | No change | 1,924 | $346K |
| Tsfg, LLC | 0.09% | Reduce -61.3% | 1,798 | $345K |
| Jag Capital Management, LLC | 0.05% | Reduce -27.7% | 1,791 | $344K |
| Harbor Investment Advisory, LLC | 0.04% | Add +90.1% | 1,783 | $342K |
| HSBC Holdings PLC | 0.00% | Reduce -52.1% | 1,774 | $340K |
| Curi Capital, LLC | 0.01% | Add +41.9% | 1,770 | $340K |
| Wells Financial Advisors INC | 0.23% | No change | 1,763 | $338K |
| Weik Capital Management | 0.14% | No change | 1,750 | $336K |
| Sterling Investment Counsel, LLC | 0.15% | Reduce -0.7% | 1,746 | $335K |
| Householder Group Estate & Retirement Specialist, LLC | 0.10% | Add +2.0% | 1,745 | $335K |
| Grand Wealth Management, LLC | 0.16% | No change | 1,743 | $334K |
| GTS Securities LLC | 0.01% | New | 1,731 | $332K |
| Five Oceans Advisors | 0.17% | Reduce -58.2% | 1,717 | $330K |
| Total Investment Management Inc. | 0.04% | Reduce -3.9% | 1,716 | $329K |
| Hazlett, Burt & Watson, Inc. | 0.20% | Reduce -0.2% | 1,706 | $328K |
| BTS Asset Management, Inc. | 0.27% | Reduce -8.8% | 1,716 | $328K |
| Lifeworks Advisors, LLC | 0.09% | Reduce -28.6% | 1,707 | $328K |
| Fidelis Capital Partners, LLC | 0.05% | Add +4.3% | 1,675 | $321K |
| Obsidian Personal Planning Solutions LLC | 0.21% | Reduce -20.2% | 1,776 | $320K |
| CM Wealth Advisors LLC | 0.09% | No change | 1,711 | $319K |
| Connecticut Wealth Management, LLC | 0.02% | Reduce -20.6% | 1,653 | $317K |
| LPWM LLC | 0.12% | Add +6.8% | 1,716 | $317K |
| Hill Investment Group Partners, LLC | 0.04% | Add +0.3% | 1,642 | $315K |
| Mattern Capital Management, LLC | 0.04% | No change | 1,638 | $314K |
| Evensky & Katz LLC | 0.02% | Add +6.8% | 1,636 | $314K |
| HHM Wealth Advisors, LLC | 0.05% | No change | 1,632 | $313K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | Reduce -24.6% | 1,630 | $313K |
| JPL Wealth Management, LLC | 0.17% | New | 1,627 | $312K |
| Lakewood Asset Management LLC | 0.21% | Add +1.2% | 1,624 | $312K |
| Unionview, LLC | 0.26% | Add +45.1% | 1,622 | $311K |
| Benchmark Wealth Management, LLC | 0.17% | Add +0.2% | 1,620 | $311K |
| Amplius Wealth Advisors, LLC | 0.03% | Reduce -1.9% | 1,618 | $310K |
| Mezzasalma Advisors, LLC | 0.15% | Reduce -15.3% | 1,616 | $310K |
| Voya Financial Advisors, Inc. | 0.04% | Reduce -5.2% | 1,613 | $308K |
| Regent Peak Wealth Advisors LLC | 0.08% | Add +11.7% | 1,602 | $307K |
| AQR Capital Management | 0.00% | Add +22.2% | 1,597 | $306K |
| Coppell Advisory Solutions Corp. | 0.06% | — | 1,596 | $306K |
| Capital Investment Advisors, LLC | 0.01% | Add +34.7% | 1,594 | $306K |
| Ceera Investments, LLC | 0.13% | No change | 1,588 | $305K |
| Prosperity Consulting Group, LLC | 0.04% | New | 1,586 | $304K |
| Rovin Capital /Ut/ | 0.12% | Add +0.7% | 1,585 | $304K |
| 1ST Source Bank | 0.02% | No change | 1,583 | $304K |
| High Net Worth Advisory Group LLC | 0.10% | New | 1,574 | $302K |
| Accel Wealth Management | 0.13% | No change | 1,573 | $302K |
| Cascade Financial Partners, LLC | 0.04% | — | 1,656 | $301K |
| Good Life Advisors, LLC | 0.03% | Reduce -40.0% | 1,565 | $300K |
| Wolf Group Capital Advisors | 0.14% | No change | 1,810 | $299K |
| Willis Johnson & Associates, Inc. | 0.03% | Add +1.5% | 1,552 | $298K |
| Signaturefd, LLC | 0.01% | Add +19.6% | 1,551 | $298K |
| Westmount Partners, LLC | 0.11% | Add +17.3% | 1,550 | $297K |
| Blankinship & Foster, LLC | 0.08% | Reduce -1.7% | 1,549 | $297K |
| Gilliland Jeter Wealth Management LLC | 0.10% | No change | 1,536 | $295K |
| Fisher Asset Management | 0.00% | Reduce -43.5% | 1,528 | $293K |
| Argent Advisors, Inc. | 0.12% | No change | 1,525 | $293K |
| Legacy Bridge, LLC | 0.17% | No change | 1,518 | $291K |
| QRG Capital Management, Inc. | 0.00% | Reduce -16.8% | 1,505 | $289K |
| Schrum Private Wealth Management LLC | 0.26% | No change | 1,504 | $289K |
| Punch & Associates Investment Management, Inc. | 0.02% | Reduce -84.4% | 1,503 | $288K |
| Robinson Smith Wealth Advisors LLC | 0.28% | Add +0.1% | 1,500 | $288K |
| Summit Asset Management, LLC | 0.03% | No change | 1,500 | $288K |
| Horizon Investment Services, LLC | 0.14% | No change | 1,498 | $287K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Reduce -2.9% | 1,495 | $287K |
| Willow Creek Wealth Management Inc. | 0.03% | No change | 1,481 | $284K |
| Sage Capital Advisors,llc | 0.08% | Add +14.9% | 1,471 | $282K |
| Cedrus LLC | 0.15% | Reduce -2.3% | 1,464 | $281K |
| Colonial Trust Co / SC | 0.05% | No change | 1,464 | $281K |
| Integral Investment Advisors, Inc. | 0.12% | New | 1,470 | $281K |
| Marcum Wealth, LLC | 0.03% | Reduce -4.4% | 1,457 | $280K |
| Yoder Wealth Management, Inc. | 0.18% | No change | 1,450 | $278K |
| Trivant Custom Portfolio Group, LLC | 0.18% | No change | 1,450 | $278K |
| Watershed Private Wealth LLC | 0.12% | Reduce -18.6% | 1,442 | $277K |
| Lwmg, LLC | 0.06% | Reduce -17.8% | 1,427 | $274K |
| LJI Wealth Management, LLC | 0.07% | Add +6.4% | 1,426 | $274K |
| Private Ocean, LLC | 0.03% | No change | 1,418 | $272K |
| Hibernia Wealth Partners, LLC | 0.18% | New | 1,414 | $271K |
| TFC Financial Management, Inc. | 0.05% | Add +0.1% | 1,414 | $271K |
| Barlow Wealth Partners, LLC | 0.04% | No change | 1,478 | $269K |
| Ameliora Wealth Management Ltd. | 0.12% | New | 1,400 | $269K |
| Tyler-Stone Wealth Management | 0.12% | Reduce -6.4% | 1,394 | $268K |
| Mayfair Advisory Group, LLC | 0.19% | Add +5.7% | 1,391 | $267K |
| TruWealth Advisors, LLC | 0.02% | Add +0.7% | 1,389 | $267K |
| Bogart Wealth, LLC | 0.01% | No change | 1,380 | $265K |
| Creekmur Asset Management LLC | 0.09% | Reduce -14.6% | 1,380 | $265K |
| Winthrop Advisory Group LLC | 0.04% | Add +5.3% | 1,375 | $264K |
| Holland Advisory Services, Inc. | 0.29% | Reduce -3.4% | 1,374 | $264K |
| Graypoint LLC | 0.02% | Reduce -5.0% | 1,374 | $264K |
| BluePointe Capital Management, LLC | 0.18% | No change | 1,373 | $263K |
| Eudaimonia Partners, LLC | 0.06% | New | 1,373 | $263K |
| Delta Financial Group, Inc. | 0.08% | Add +2.2% | 1,373 | $263K |
| Warwick Investment Management, Inc. | 0.06% | Reduce -5.2% | 1,369 | $263K |
| Ritholtz Wealth Management | 0.01% | Reduce -12.3% | 1,363 | $262K |
| W.H. Cornerstone Investments Inc. | 0.19% | Add +0.5% | 1,363 | $261K |
| Guardian Wealth Management, Inc. | 0.20% | Add +4.1% | 1,360 | $261K |
| American National Bank & Trust | 0.03% | Add +562.4% | 1,358 | $261K |
| Milestone Investment Advisors LLC | 0.07% | No change | 1,351 | $259K |
| Woodard & Co. Asset Management Group Inc. | 0.07% | No change | 1,350 | $259K |
| Gray Wealth Management Inc. | 0.12% | No change | 1,349 | $259K |
| Investment Advisory Group, LLC | 0.11% | No change | 1,340 | $257K |
| Sage Financial Management Group, Inc. | 0.12% | No change | 1,334 | $256K |
| Coastwise Capital Group, LLC | 0.24% | Add +8.7% | 1,332 | $256K |
| First Foundation Advisors | 0.01% | Reduce -4.9% | 1,330 | $255K |
| Roman Butler Fullerton & Co. | 0.10% | Add +0.1% | 1,406 | $254K |
| TruNorth Capital Management, LLC | 0.09% | — | 1,323 | $254K |
| Southland Equity Partners LLC | 0.07% | Add +10.3% | 1,319 | $253K |
| Columbia Asset Management | 0.05% | No change | 1,408 | $253K |
| Claris Advisors, LLC / Mo / | 0.13% | No change | 1,315 | $252K |
| Sebold Capital Management, Inc. | 0.17% | No change | 1,308 | $251K |
| Lodestar Private Asset Management LLC | 0.04% | Add +2.2% | 1,308 | $251K |
| Passive Capital Management, LLC. | 0.10% | No change | 1,307 | $251K |
| Defined Wealth Management, LLC | 0.18% | Reduce -33.5% | 1,303 | $250K |
| Headinvest, LLC | 0.05% | New | 1,300 | $249K |
| Fonville Wealth Management LLC | 0.11% | Add +14.7% | 1,300 | $249K |
| Addison Advisors LLC | 0.09% | Add +0.1% | 1,298 | $249K |
| Gradient Investments LLC | 0.01% | Reduce -34.5% | 1,293 | $248K |
| Rothschild Capital Partners, LLC | 0.07% | New | 1,270 | $244K |
| BetterWealth, LLC | 0.08% | Add +0.5% | 1,266 | $243K |
| Claro Advisors Inc. | 0.04% | Reduce -8.2% | 1,258 | $241K |
| Bfsg, LLC | 0.03% | Add +438.6% | 1,255 | $241K |
| International Assets Investment Management, LLC | 0.03% | Reduce -0.9% | 1,267 | $241K |
| FSM Wealth Advisors, LLC | 0.09% | Reduce -28.9% | 1,249 | $240K |
| Shared Vision Wealth Group LLC | 0.15% | No change | 1,244 | $239K |
| Clear Creek Financial Management, LLC | 0.03% | New | 1,241 | $238K |
| Key Financial Inc | 0.06% | No change | 1,238 | $238K |
| New England Private Wealth Advisors LLC | 0.04% | Add +0.5% | 1,243 | $236K |
| Von Berge Wealth Management Group, LLC | 0.15% | No change | 1,229 | $236K |
| Imprint Wealth LLC | 0.06% | New | 1,230 | $234K |
| Schneider Downs Wealth Management Advisors, LP | 0.05% | Reduce -7.8% | 1,218 | $234K |
| Independent Family Office, LLC | 0.13% | No change | 1,217 | $234K |
| NDVR, Inc. | 0.22% | New | 1,215 | $233K |
| Smithbridge Asset Management Inc. | 0.05% | No change | 1,210 | $232K |
| Harbour Capital Advisors, LLC | 0.06% | No change | 1,237 | $232K |
| SilverOak Wealth Management LLC | 0.06% | New | 1,203 | $231K |
| Advisory Services & Investments, LLC | 0.16% | No change | 1,190 | $228K |
| Acas, LLC | 0.22% | Reduce -49.0% | 1,189 | $228K |
| North Star Asset Management Inc. | 0.01% | Add +1.2% | 1,185 | $227K |
| L. Roy Papp & Associates, LLP | 0.03% | Add +0.5% | 1,182 | $227K |
| Global Assets Advisory, LLC | 0.14% | New | 1,193 | $227K |
| Jeppson Wealth Management, LLC | 0.09% | Reduce -2.1% | 1,173 | $225K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.3% | 1,170 | $225K |
| Litman Gregory Wealth Management LLC | 0.02% | New | 1,169 | $224K |
| United Bank | 0.03% | New | 1,168 | $224K |
| Romano Brothers and Company | 0.03% | No change | 1,165 | $224K |
| Midland Wealth Advisors, LLC | 0.01% | No change | 1,155 | $222K |
| Andrews, Lucia Wealth Management LLC | 0.16% | Add +0.5% | 1,154 | $221K |
| Paragon Advisors, LLC | 0.09% | New | 1,149 | $221K |
| Madrona Financial Services, LLC | 0.08% | New | 1,141 | $219K |
| Proffitt & Goodson Inc. | 0.04% | Reduce -23.8% | 1,128 | $216K |
| Lazari Capital Management, Inc. | 0.12% | Add +0.4% | 1,118 | $215K |
| Plan Group Financial, LLC | 0.14% | Reduce -3.3% | 1,113 | $214K |
| RDA Financial Network | 0.07% | No change | 1,112 | $213K |
| LRI Investments, LLC | 0.05% | — | 1,108 | $213K |
| Seven Mile Advisory | 0.16% | New | 1,106 | $212K |
| Rise Advisors, LLC | 0.11% | Reduce -12.4% | 1,106 | $212K |
| VitalStone Financial, LLC | 0.16% | Add +0.4% | 1,100 | $211K |
| Prudent Investors Network, Inc. | 0.08% | — | 1,086 | $208K |
| Wealth Group, Ltd. | 0.16% | — | 1,084 | $208K |
| Russell Investments Group, Ltd. | 0.00% | Add +119.7% | 1,081 | $207K |
| Cornerstone Planning Group LLC | 0.06% | Reduce -1.2% | 1,125 | $207K |
| Archer Investment Corp | 0.06% | No change | 1,076 | $206K |
| Wintrust Investments LLC | 0.02% | Reduce -3.5% | 1,072 | $206K |
| Core Wealth Partners LLC | 0.16% | New | 1,073 | $206K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | New | 1,071 | $206K |
| Cobblestone Capital Advisors LLC | 0.01% | New | 1,071 | $206K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | New | 1,070 | $205K |
| Venture Visionary Partners LLC | 0.01% | Reduce -9.6% | 1,070 | $205K |
| Jackson, Grant Investment Advisers, Inc. | 0.08% | Add +0.5% | 1,067 | $205K |
| New Republic Capital, LLC | 0.13% | No change | 1,065 | $204K |
| Meritage Portfolio Management | 0.01% | New | 1,063 | $204K |
| Prosperitas Financial LLC | 0.13% | New | 1,060 | $203K |
| Cove Private Wealth, LLC | 0.18% | Reduce -20.8% | 1,050 | $201K |
| Sittner & Nelson, LLC | 0.10% | Add +2.1% | 1,049 | $201K |
| BlackRock Inc. | 0.00% | Add +37.6% | 1,047 | $201K |
| Chico Wealth RIA | 0.19% | Reduce -13.8% | 1,047 | $201K |
| Advantage Trust Co | 0.14% | No change | 1,000 | $192K |
| Community Bank, N.A. | 0.03% | No change | 1,000 | $192K |
| Lanark Financial, Inc. | 0.02% | Reduce -14.6% | 989 | $189K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -14.8% | 961 | $184K |
| Sandy Spring Bank | 0.01% | Add +42.6% | 924 | $177K |
| Insight Inv LLC | 0.15% | Add +12.2% | 918 | $176K |
| First PREMIER Bank | 0.05% | No change | 910 | $175K |
| West Paces Advisors Inc. | 0.05% | Add +0.4% | 909 | $174K |
| TD Capital Management LLC | 0.02% | No change | 880 | $169K |
| Logan Capital Management Inc. | 0.01% | No change | 869 | $167K |
| Rothschild Investment LLC | 0.01% | Add +2.4% | 858 | $165K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -28.3% | 847 | $163K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.31% | No change | 844 | $162K |
| Bare Financial Services, Inc | 0.15% | Add +149.2% | 877 | $158K |
| WealthCollab, LLC | 0.12% | No change | 818 | $157K |
| Financial Gravity Asset Management, Inc. | 0.04% | Reduce -0.7% | 845 | $152K |
| McIlrath & Eck, LLC | 0.02% | Add +1.3% | 711 | $136K |
| Crewe Advisors LLC | 0.02% | Reduce -0.4% | 691 | $133K |
| Atlantic Private Wealth, LLC | 0.11% | No change | 672 | $129K |
| Gen-Wealth Partners Inc | 0.06% | — | 668 | $128K |
| Benjamin Edwards Inc. | 0.03% | Add +1.4% | 669 | $128K |
| PSI Advisors, LLC | 0.05% | No change | 659 | $126K |
| Alaska Wealth Advisors, LLC | 0.02% | Add +2.8% | 636 | $122K |
| EnRich Financial Partners LLC | 0.04% | New | 621 | $119K |
| National Bank of Canada | 0.00% | Add +6.4% | 631 | $119K |
| Lazard Asset Management LLC | 0.00% | No change | 610 | $117K |
| ICA Group Wealth Management, LLC | 0.02% | Add +42.4% | 608 | $117K |
| Founders Financial Alliance, LLC | 0.04% | Add +14.1% | 607 | $116K |
| Field & Main Bank | 0.04% | Reduce -14.3% | 600 | $115K |
| Clarkston Capital Partners, LLC | 0.00% | No change | 586 | $112K |
| Barclays PLC | 0.00% | No change | 540 | $104K |
| SJS Investment Consulting Inc. | 0.02% | Reduce -3.7% | 526 | $101K |
| SYM FINANCIAL Corp | 0.02% | Add +5.2% | 526 | $101K |
| Oxford Financial Group, LTD. LLC | 0.01% | Add +74.7% | 524 | $101K |
| Investors Research Corp | 0.02% | No change | 514 | $99K |
| Retirement Group, LLC | 0.04% | Reduce -11.4% | 513 | $98K |
| Bradley & Co. Private Wealth Management, LLC | 0.08% | No change | 506 | $97K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 500 | $96K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 496 | $95K |
| Sachetta, LLC | 0.04% | No change | 525 | $94K |
| Tidemark, LLC | 0.05% | Reduce -32.7% | 466 | $89K |
| Bruce G. Allen Investments, LLC | 0.07% | Add +1004.8% | 464 | $89K |
| WASHINGTON TRUST Co | 0.00% | Add +141.6% | 459 | $88K |
| JFS Wealth Advisors, LLC | 0.01% | Add +64.1% | 448 | $86K |
| CoreCap Advisors, LLC | 0.00% | New | 440 | $84K |
| Horizon Financial Services, LLC | 0.05% | New | 426 | $82K |
| TCTC Holdings, LLC | 0.00% | Add +7.1% | 422 | $81K |
| JDM Financial Group LLC | 0.06% | No change | 405 | $78K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 400 | $77K |
| Van Den Berg Management I, Inc. | 0.02% | No change | 369 | $71K |
| Howe & Rusling Inc. | 0.01% | Add +32.6% | 366 | $70K |
| Provident Wealth Management, LLC | 0.03% | No change | 357 | $69K |
| Red Lighthouse Investment Management, LLC | 0.03% | No change | 334 | $64K |
| Cape Investment Advisory, Inc. | 0.03% | Reduce -5.3% | 320 | $61K |
| Valley National Advisers Inc. | 0.01% | No change | 320 | $61K |
| Beacon Capital Management, LLC | 0.01% | Reduce -29.7% | 315 | $60K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -7.0% | 305 | $59K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | New | 300 | $58K |
| Keener Financial Planning LLC | 0.04% | No change | 295 | $57K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 293 | $56K |
| Thompson Investment Management, Inc. | 0.01% | No change | 288 | $55K |
| Orion Capital Management LLC | 0.03% | No change | 278 | $53K |
| Pacific Center for Financial Services | 0.02% | No change | 277 | $53K |
| IAG Wealth Partners, LLC | 0.01% | Reduce -10.5% | 255 | $49K |
| Garland Capital Management Inc. | 0.03% | No change | 254 | $49K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 248 | $48K |
| Global Wealth Strategies & Associates | 0.02% | Add +30.2% | 237 | $45K |
| Horrell Capital Management, Inc. | 0.01% | No change | 232 | $45K |
| Perritt Capital Management Inc | 0.02% | Add +0.4% | 233 | $45K |
| Palisade Asset Management, LLC | 0.00% | New | 228 | $44K |
| MeadowBrook Investment Advisors LLC | 0.04% | No change | 225 | $43K |
| JNBA Financial Advisors | 0.00% | Add +5.2% | 222 | $43K |
| Abound Wealth Management | 0.02% | Add +13.4% | 220 | $42K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 215 | $41K |
| Element Wealth, LLC | 0.02% | Add +0.5% | 214 | $41K |
| American Capital Advisory, LLC | 0.04% | Add +16.5% | 254 | $40K |
| Cardinal Strategic Wealth Guidance | 0.02% | No change | 210 | $40K |
| Park Place Capital Corp | 0.01% | Add +0.5% | 205 | $39K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 214 | $39K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -0.5% | 198 | $38K |
| Johnson Financial Group, Inc. | 0.00% | Add +2.6% | 198 | $38K |
| Ruedi Wealth Management, Inc. | 0.02% | Reduce -19.8% | 198 | $38K |
| LifeSteps Financial, Inc. | 0.03% | New | 192 | $37K |
| Matrix Private Capital Group LLC | 0.02% | Reduce -68.4% | 190 | $36K |
| Motco | 0.00% | New | 190 | $36K |
| Global Financial Private Client, LLC | 0.02% | No change | 190 | $36K |
| Deutsche Bank AG | 0.00% | Reduce -35.1% | 187 | $36K |
| Pacific Capital Wealth Advisors, Inc. | 0.01% | Add +18.4% | 167 | $32K |
| Operose Advisors LLC | 0.01% | Reduce -30.3% | 166 | $32K |
| Northwest Capital Management Inc | 0.01% | No change | 158 | $30K |
| Main Street Group, LTD | 0.01% | No change | 159 | $30K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 154 | $30K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -2.5% | 153 | $29K |
| Davis Capital Management | 0.03% | No change | 148 | $28K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 143 | $27K |
| Delta Asset Management LLC | 0.00% | No change | 143 | $27K |
| Highlander Capital Management, LLC | 0.01% | No change | 140 | $27K |
| Aspire Private Capital, LLC | 0.01% | Add +9.4% | 140 | $27K |
| FSA Wealth Management LLC | 0.01% | No change | 139 | $27K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -28.6% | 105 | $26K |
| Provenance Wealth Advisors, LLC | 0.00% | Add +103.0% | 134 | $26K |
| Morling Financial Advisors, LLC | 0.01% | No change | 134 | $26K |
| DT Investment Partners, LLC | 0.00% | Add +130.9% | 127 | $24K |
| Marquette Asset Management, LLC | 0.00% | No change | 124 | $24K |
| Private Capital Management LLC | 0.01% | Add +26.0% | 121 | $23K |
| LGT Financial Advisors LLC | 0.03% | Add +0.9% | 116 | $22K |
| Hantz Financial Services, Inc. | 0.00% | New | 114 | $22K |
| Impact Partnership Wealth, LLC | 0.01% | Reduce -46.4% | 111 | $21K |
| Fairman Group, LLC | 0.02% | No change | 107 | $21K |
| Laffer Tengler Investments, Inc. | 0.01% | New | 106 | $20K |
| Broadwater Capital Management LLC | 0.01% | No change | 100 | $19K |
| MilWealth Group LLC | 0.01% | No change | 100 | $19K |
| EMC Capital Management | 0.01% | No change | 100 | $19K |
| Private Wealth Management Group, LLC | 0.01% | Reduce -2.1% | 94 | $18K |
| M&R Capital Management Inc. | 0.00% | No change | 94 | $18K |
| Albion Financial Group | 0.00% | No change | 91 | $17K |
| Highline Wealth Partners LLC | 0.01% | No change | 90 | $17K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 90 | $17K |
| Mb, Levis & Associates, LLC | 0.01% | Add +160.6% | 86 | $17K |
| Castleview Partners, LLC | 0.01% | Add +9.1% | 84 | $16K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 83 | $16K |
| Western Pacific Wealth Management, LP | 0.01% | New | 82 | $16K |
| Pineridge Advisors LLC | 0.01% | Add +35.0% | 81 | $16K |
| NFSG Corp | 0.01% | Reduce -35.2% | 81 | $16K |
| Naples Money Management LLC | 0.02% | New | 79 | $15K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -63.9% | 78 | $15K |
| Union Savings Bank | 0.01% | No change | 75 | $14K |
| DecisionPoint Financial, LLC | 0.01% | No change | 76 | $14K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 72 | $14K |
| Webster Bank, N. A. | 0.00% | No change | 71 | $14K |
| Raleigh Capital Management Inc. | 0.01% | No change | 70 | $13K |
| Mitchell Sinkler & Starr | 0.00% | New | 65 | $12K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 65 | $12K |
| CNB Bank | 0.01% | No change | 63 | $12K |
| Roble, Belko & Company, Inc | 0.00% | Reduce -30.4% | 64 | $12K |
| Tompkins Financial Corp. | 0.00% | No change | 62 | $12K |
| Systematic Financial Management LP | 0.00% | Add +78.1% | 57 | $11K |
| Activest Wealth Management | 0.01% | No change | 56 | $11K |
| Mycio Wealth Partners, LLC | 0.00% | No change | 56 | $11K |
| Family Manage LLC | 0.00% | No change | 54 | $10K |
| Fortis Group Advisors, LLC | 0.00% | Reduce -50.0% | 52 | $10K |
| Gleason Group, Inc. | 0.00% | No change | 51 | $10K |
| Clearstead Trust, LLC | 0.00% | No change | 51 | $10K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 49 | $9K |
| Future Financial Wealth Managment LLC | 0.01% | New | 49 | $9K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 50 | $9K |
| Armor Investment Advisors, LLC | 0.00% | No change | 46 | $9K |
| Sound Income Strategies, LLC | 0.00% | Add +7.9% | 41 | $8K |
| Mascoma Wealth Management LLC | 0.00% | No change | 40 | $8K |
| PFG Private Wealth Management, LLC | 0.00% | No change | 39 | $7K |
| Steph & Co. | 0.00% | New | 35 | $7K |
| Concord Wealth Partners | 0.00% | No change | 35 | $7K |
| Vima LLC | 0.01% | No change | 42 | $7K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 32 | $6K |
| Dunhill Financial, LLC | 0.00% | New | 26 | $5K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 25 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 22 | $4K |
| Main Management LLC | 0.00% | No change | 21 | $4K |
| Birchbrook, Inc. | 0.00% | No change | 20 | $4K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -29.6% | 19 | $4K |
| FWL Investment Management, LLC | 0.00% | No change | 18 | $3K |
| NewSquare Capital LLC | 0.00% | Reduce -20.0% | 16 | $3K |
| Westside Investment Management, Inc. | 0.00% | No change | 14 | $3K |
| Global Trust Asset Management, LLC | 0.00% | No change | 13 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | — | 13 | $2K |
| EPG Wealth Management LLC | 0.00% | No change | 12 | $2K |
| Coston, McIsaac & Partners | 0.00% | No change | 15 | $2K |
| Breakwater Investment Management | 0.00% | — | 10 | $2K |
| Northwest Investment Counselors, LLC | 0.00% | New | 10 | $2K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | Add +25.0% | 10 | $2K |
| Macroview Investment Management LLC | 0.00% | No change | 9 | $2K |
| Financial Perspectives, Inc | 0.00% | No change | 9 | $2K |
| Independence Bank of Kentucky | 0.00% | No change | 9 | $2K |
| First Personal Financial Services | 0.00% | New | 7 | $1K |
| Sunbelt Securities, Inc. | 0.00% | Add +40.0% | 7 | $1K |
| St Germain D J Co. Inc. | 0.00% | Reduce -33.3% | 6 | $1K |
| Pacifica Partners Inc. | 0.00% | No change | 6 | $1K |
| Gables Capital Management Inc. | 0.00% | New | 5 | $959 |
| Abich Financial Wealth Management LLC | 0.00% | New | 2 | $384 |
| Register Financial Advisors LLC | 0.00% | No change | 2 | $384 |
| WR Wealth Planners, LLC | 0.00% | New | 1 | $192 |
"% of holder's portfolio" is VBR's weight in each manager's 13F, not the share of Vngrd Mrngst SL-CP Val ETF-U the manager owns.