Vngrd Mrngst SL-CP Val ETF-UVBRETF
13F holders, Q3 2024 (September 30)1,430holders +61
93new positions
35sold out
6famous investors
$197.85avg. 13F price*
At the end of Q3 2024, 1,430 institutions reported holding Vngrd Mrngst SL-CP Val ETF-U (VBR) in their 13F filings, up 61 from Q2 2024. 93 opened new positions and 35 sold out. The largest holders were Bank of America Corp. ($3.7B), Assetmark, Inc. ($766.5M) and Morgan Stanley ($754.3M). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vngrd Mrngst SL-CP Val ETF-U
- Filed as
- VANGUARD INDEX FDS (Q3 2024)
- CUSIP
- 922908611
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 93 | $66.2M |
| Exits | 35 | $29.2M |
All 13F filers, Q2 2024 → Q3 2024: 5,626,209 shares bought and 4,114,449 shares sold, net +1,511,760 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,430 holders
| Bank of America Corp. | 0.32% | Add +9.8% | 18,445,376 | $3.7B |
| Assetmark, Inc. | 2.20% | Add +3.8% | 3,817,544 | $766.5M |
| Morgan Stanley | 0.05% | Reduce -3.1% | 3,756,951 | $754.3M |
| Betterment LLC | 1.77% | Reduce -3.5% | 3,697,782 | $742.4M |
| Jones Financial Companies LLLP | 0.49% | Add +1.3% | 2,382,526 | $477.6M |
| Envestnet Asset Management Inc. | 0.12% | Reduce -12.3% | 1,920,384 | $385.6M |
| UBS Group AG | 0.09% | Add +7.2% | 1,628,298 | $326.9M |
| Wells Fargo & Company | 0.08% | Add +2.7% | 1,607,845 | $322.8M |
| Captrust Financial Advisors | 0.92% | Add +655.6% | 1,548,368 | $310.9M |
| Axiom Advisory, LLC | 2.61% | Add +7.6% | 1,452,124 | $279.1M |
| Sei Investments Co. | 0.34% | Reduce -3.6% | 1,287,672 | $258.5M |
| LPL Financial LLC | 0.11% | Add +7.0% | 1,230,640 | $247.1M |
| Mather Group, Llc. | 2.74% | Reduce -26.9% | 1,061,231 | $213.1M |
| Aspiriant, LLC | 6.56% | Add +4.9% | 861,225 | $172.9M |
| Choreo, LLC | 2.47% | Reduce -0.4% | 847,549 | $168.6M |
| PNC Financial Services Group, Inc. | 0.10% | Reduce -0.4% | 792,026 | $159.0M |
| Ameriprise Financial Inc. | 0.04% | Add +21.0% | 786,533 | $158.8M |
| Tiaa Trust, National Association | 0.43% | Add +4.8% | 715,144 | $143.6M |
| Allworth Financial LP | 0.87% | Add +1.9% | 710,066 | $142.6M |
| Osaic Holdings, Inc. | 0.32% | Reduce -2.7% | 698,027 | $140.3M |
| HighTower Advisors, LLC | 0.20% | Reduce -3.5% | 669,059 | $134.3M |
| Commonwealth Equity Services, LLC | 0.19% | Add +2.5% | 639,545 | $128.4M |
| Cetera Investment Advisers | 0.28% | Add +4.8% | 635,026 | $127.5M |
| JPMorgan Chase & Co. | 0.01% | Add +8.1% | 588,406 | $118.1M |
| Efficient Advisors, LLC | 7.31% | Reduce -0.9% | 580,223 | $116.5M |
| Raymond James Financial Services Advisors, Inc. | 0.14% | Add +3.4% | 526,298 | $105.7M |
| Focus Partners Wealth | 0.33% | Add +1.2% | 513,218 | $103.0M |
| Bank of Montreal | 0.05% | Reduce -0.2% | 512,540 | $102.7M |
| Mill Creek Capital Advisors, LLC | 2.34% | Add +1.2% | 483,329 | $97.0M |
| Royal Bank of Canada | 0.02% | Reduce -1.3% | 466,547 | $93.7M |
| United Capital Financial Advisors, LLC | 0.71% | Add +0.6% | 431,820 | $86.7M |
| Rockefeller Capital Management L.P. | 0.23% | Add +3.6% | 417,369 | $83.8M |
| Savant Capital, LLC | 0.68% | Add +29.4% | 405,448 | $81.4M |
| Mariner, LLC | 0.14% | Add +3.0% | 387,069 | $77.7M |
| Retirement Systems of Alabama | 0.29% | No change | 382,480 | $76.8M |
| Stephens Group Asset Management, LLC | 6.40% | Add +1.1% | 381,785 | $76.7M |
| Raymond James & Associates | 0.05% | Reduce -3.1% | 377,358 | $75.8M |
| Rwa Wealth Partners, LLC | 0.94% | Add +0.7% | 377,173 | $75.7M |
| Moneta Group Investment Advisors LLC | 1.08% | Add +7.1% | 370,796 | $74.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -74.5% | 368,681 | $74.0M |
| Retirement Investment Advisors, Inc. | 7.14% | Add +4.1% | 325,393 | $65.3M |
| Comprehensive Financial Management LLC | 1.81% | No change | 324,376 | $65.1M |
| Modera Wealth Management, LLC | 0.81% | Reduce -0.5% | 315,793 | $63.4M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Reduce -2.8% | 315,228 | $63.3M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -4.1% | 311,738 | $62.6M |
| Park Avenue Securities LLC | 0.69% | Add +7.5% | 307,498 | $61.7M |
| 1832 Asset Management L.P. | 0.10% | Reduce -2.9% | 302,446 | $60.7M |
| Stifel Financial Corp. | 0.06% | Add +1.0% | 300,556 | $60.4M |
| Rodgers & Associates, LTD | 7.17% | Add +0.2% | 299,381 | $60.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -4.8% | 295,930 | $59.4M |
| Verus Financial Partners, Inc. | 6.38% | Reduce -0.1% | 292,659 | $58.2M |
| Mokosak Advisory Group, LLC | 17.37% | Add +4.8% | 288,529 | $57.9M |
| Cresset Asset Management, LLC | 0.22% | Add +6.7% | 284,114 | $57.0M |
| JMG Financial Group, Ltd. | 1.95% | Reduce -1.1% | 283,935 | $57.0M |
| Mason Investment Advisory Services, Inc. | 3.31% | Reduce -1.0% | 282,279 | $56.7M |
| Exencial Wealth Advisors, LLC | 2.01% | Reduce -7.6% | 277,892 | $55.8M |
| Bragg Financial Advisors, Inc | 2.29% | Add +3.1% | 276,789 | $55.6M |
| Cerity Partners LLC | 0.12% | Reduce -0.8% | 258,619 | $51.9M |
| Creative Planning | 0.05% | Add +2.8% | 251,089 | $50.4M |
| Center for Financial Planning, Inc. | 6.76% | Add +0.8% | 247,971 | $49.8M |
| Zhang Financial LLC | 3.08% | Reduce -0.0% | 242,944 | $48.8M |
| Bailard, Inc. | 1.26% | Add +6.2% | 241,492 | $48.5M |
| Thompson Siegel & Walmsley LLC | 0.71% | Add +1.5% | 236,439 | $47.5M |
| Stephens Inc. | 0.67% | Reduce -1.3% | 234,422 | $47.1M |
| MML Investors Services, LLC | 0.17% | Reduce -1.4% | 230,599 | $46.3M |
| Truist Financial Corp. | 0.07% | Add +7.7% | 225,543 | $45.3M |
| Inspirion Wealth Advisors, LLC | 6.30% | Add +2.2% | 224,362 | $45.0M |
| Foster Group, Inc. | 1.67% | Reduce -2.8% | 222,334 | $44.6M |
| Abacus Planning Group, Inc. | 7.79% | Add +11.4% | 217,057 | $43.6M |
| Merriman Wealth Management, LLC | 1.73% | Reduce -2.6% | 212,807 | $42.7M |
| Lincoln National Corp. | 1.33% | Add +3.5% | 207,389 | $41.6M |
| Equitable Holdings, Inc. | 0.40% | Reduce -0.9% | 204,526 | $41.1M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +4.4% | 191,560 | $38.5M |
| Summit Financial, LLC | 1.43% | Reduce -5.5% | 182,304 | $36.6M |
| Shepherd Financial Partners LLC | 4.40% | Reduce -3.7% | 182,078 | $36.6M |
| Henshaw Capital LLC | 1.49% | No change | 177,150 | $35.6M |
| 25 LLC | 15.41% | Add +0.7% | 176,876 | $35.5M |
| Corient Private Wealth LP | 0.06% | Add +3.7% | 176,761 | $35.5M |
| Waldron Private Wealth LLC | 1.44% | Reduce -4.8% | 172,343 | $34.6M |
| Mercer Global Advisors Inc. | 0.08% | Add +2.2% | 164,992 | $32.9M |
| FMR LLC | 0.00% | Reduce -1.7% | 162,694 | $32.7M |
| NewEdge Advisors, LLC | 0.21% | Add +2.5% | 160,437 | $32.2M |
| World Investment Advisors | 1.00% | Add +2681.9% | 158,567 | $31.8M |
| Strategies Wealth Advisors, LLC | 4.22% | Add +0.5% | 157,304 | $31.6M |
| Wealthspire Advisors, LLC | 0.31% | Add +26.8% | 153,391 | $30.8M |
| Asset Management Group, Inc. | 4.13% | Add +2.5% | 145,513 | $29.2M |
| Kaydan Wealth Management, Inc. | 8.57% | Add +291.9% | 144,602 | $29.0M |
| Sanctuary Advisors, LLC | 0.18% | Add +6.3% | 135,452 | $29.0M |
| Baird Financial Group, Inc. | 0.06% | Add +1.4% | 142,859 | $28.7M |
| Coastline Trust Co | 3.32% | Add +0.5% | 140,799 | $28.3M |
| US Bancorp \de | 0.04% | Add +2.3% | 138,349 | $27.8M |
| Marotta Asset Management | 5.40% | Add +1.3% | 137,007 | $27.5M |
| Wealth Architects, LLC | 3.00% | Reduce -0.3% | 131,812 | $26.5M |
| Northwest Quadrant Wealth Management, LLC | 6.03% | Add +0.8% | 130,332 | $26.2M |
| Comerica Bank | 0.10% | Reduce -3.8% | 129,046 | $25.9M |
| BHK Investment Advisors, LLC | 9.66% | Reduce -0.5% | 128,949 | $25.9M |
| Sepio Capital, LP | 1.95% | Add +3.9% | 124,639 | $25.0M |
| McAdam, LLC | 1.38% | Add +0.0% | 122,296 | $24.6M |
| Opal Wealth Advisors, LLC | 7.63% | Add +8.0% | 121,388 | $24.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.67% | Add +2.5% | 119,061 | $23.9M |
| Safeguard Financial, LLC | 5.58% | Add +8.7% | 117,966 | $23.7M |
| Brickley Wealth Management | 4.82% | Reduce -0.3% | 117,550 | $23.6M |
| Pasadena Private Wealth, LLC | 5.02% | Reduce -1.4% | 117,515 | $23.6M |
| Private Advisor Group, LLC | 0.15% | Reduce -3.6% | 117,343 | $23.6M |
| University of Maryland Foundation, Inc. | 16.18% | No change | 113,570 | $22.8M |
| Fifth Third Bancorp | 0.08% | Reduce -2.7% | 112,885 | $22.7M |
| Atria Investments, Inc | 0.28% | Reduce -37.3% | 111,217 | $22.3M |
| Kestra Advisory Services, LLC | 0.12% | Reduce -11.1% | 110,857 | $22.3M |
| ARS Wealth Advisors Group, LLC | 2.62% | Add +3.1% | 106,160 | $21.3M |
| Studio Investment Management LLC | 4.39% | Reduce -2.4% | 103,946 | $20.9M |
| Prudential Financial Inc. | 0.03% | Reduce -0.6% | 103,907 | $20.9M |
| Shakespeare Wealth Management, LLC | 5.43% | Add +7.1% | 103,459 | $20.8M |
| Grey Fox Wealth Advisors, LLC | 5.74% | Add +22.4% | 102,565 | $20.6M |
| Focus Partners Advisor Solutions, LLC | 0.43% | Reduce -12.0% | 102,427 | $20.6M |
| Gallagher Fiduciary Advisors, LLC | 4.14% | Reduce -37.0% | 101,828 | $20.4M |
| Total Wealth Planning, LLC | 3.08% | Add +1.9% | 98,297 | $19.7M |
| Retirement Financial Solutions, LLC | 8.60% | Add +2.0% | 97,860 | $19.6M |
| Beacon Pointe Advisors, LLC | 0.22% | Reduce -2.8% | 96,382 | $19.4M |
| PDS Planning, Inc | 1.73% | Reduce -74.1% | 96,244 | $19.3M |
| Symmetry Partners, LLC | 4.56% | Reduce -80.7% | 95,832 | $19.2M |
| Natixis Advisors, LLC | 0.04% | Reduce -25.7% | 95,202 | $19.1M |
| Partners in Financial Planning | 3.75% | Add +1.3% | 92,698 | $18.6M |
| Avion Wealth | 4.72% | Reduce -1.3% | 89,767 | $18.0M |
| Aaron Wealth Advisors LLC | 2.09% | Add +14.4% | 87,495 | $17.6M |
| Kestra Investment Management, LLC | 0.74% | Add +2.7% | 85,661 | $17.2M |
| Glenmede Trust Co. NA | 0.08% | Reduce -0.1% | 84,873 | $17.0M |
| TrueWealth Financial Partners | 10.15% | Reduce -6.0% | 83,968 | $16.9M |
| BBJS Financial Advisors, LLC | 5.94% | Add +0.1% | 82,989 | $16.7M |
| Silver Coast Investments LLC | 6.04% | Add +1.8% | 81,727 | $16.4M |
| New England Capital Financial Advisors LLC | 8.33% | Add +0.3% | 79,870 | $16.0M |
| Capital Advantage, Inc. | 3.07% | Reduce -2.7% | 79,679 | $16.0M |
| Plante Moran Financial Advisors, LLC | 1.36% | Reduce -3.6% | 79,518 | $16.0M |
| Johnson Investment Counsel Inc. | 0.16% | Add +2.1% | 79,289 | $15.9M |
| Apella Capital, LLC | 0.65% | Reduce -3.0% | 80,221 | $15.9M |
| Steward Partners Investment Advisory, LLC | 0.15% | Add +18.9% | 78,983 | $15.9M |
| Bartlett & Co. Wealth Management LLC | 0.22% | Reduce -0.8% | 75,701 | $15.2M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -19.1% | 75,635 | $15.2M |
| LMG Wealth Partners, LLC | 3.47% | Reduce -0.6% | 75,552 | $15.2M |
| Whitaker-Myers Wealth Managers, LTD. | 4.97% | Add +4.9% | 74,421 | $14.9M |
| Quest Investment Management LLC | 1.75% | No change | 74,298 | $14.9M |
| Avior Wealth Management, LLC | 0.59% | Reduce -27.3% | 73,832 | $14.8M |
| Benjamin Edwards Inc. | 0.22% | Add +10310.0% | 73,807 | $14.8M |
| Family CFO Inc | 8.24% | Add +0.3% | 72,739 | $14.6M |
| Robinswood Financial LLC | 5.38% | Add +3.4% | 72,086 | $14.5M |
| Private Portfolio Partners LLC | 2.67% | New | 71,023 | $14.3M |
| Phillips Financial Management, LLC | 1.10% | Reduce -4.5% | 70,852 | $14.2M |
| Edmonds Duncan Registered Investment Advisors, LLC | 3.09% | Add +5.7% | 70,228 | $14.1M |
| Checchi Capital Advisers, LLC | 1.04% | Add +0.5% | 69,701 | $14.0M |
| Arvest Investments, Inc. | 2.11% | Reduce -2.9% | 69,488 | $14.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.9% | 69,434 | $13.9M |
| Capital Wealth Management, LLC | 5.97% | Add +1.0% | 69,421 | $13.9M |
| Traveka Wealth, LLC | 7.03% | Add +11.3% | 69,011 | $13.9M |
| Jacobsen Capital Management | 5.81% | Reduce -0.5% | 68,714 | $13.8M |
| D.A. Davidson & Co. | 0.11% | Reduce -1.0% | 68,575 | $13.8M |
| Avantax Advisory Services, Inc. | 0.09% | Reduce -2.3% | 68,424 | $13.7M |
| Pathstone Holdings, LLC | 0.06% | Reduce -0.7% | 67,986 | $13.6M |
| Brooklyn FI, LLC | 4.80% | Add +0.2% | 67,862 | $13.6M |
| Tradition Wealth Management, LLC | 1.21% | Add +2.1% | 67,537 | $13.6M |
| Texas Yale Capital Corp. | 0.59% | Reduce -0.0% | 67,085 | $13.5M |
| Ellevest, Inc. | 0.74% | Add +0.3% | 66,992 | $13.4M |
| Financial Planning & Information Services, Inc. | 1.81% | Add +13.6% | 65,378 | $13.1M |
| Peapack Gladstone Financial Corp. | 0.19% | Reduce -0.5% | 65,035 | $13.1M |
| Strategic Investment Advisors / MI | 1.42% | Add +5.1% | 64,518 | $13.0M |
| Advisory Services Network, LLC | 0.27% | No change | 70,799 | $12.9M |
| CW Advisors, LLC | 0.17% | Reduce -7.8% | 63,663 | $12.8M |
| HTLF Bank | 1.39% | Add +0.2% | 63,594 | $12.8M |
| Hillman Co. | 5.52% | No change | 63,100 | $12.7M |
| Wharton Business Group, LLC | 0.56% | Reduce -4.5% | 62,593 | $12.6M |
| Garde Capital, Inc. | 0.82% | Reduce -2.0% | 62,495 | $12.5M |
| Moser Wealth Advisors, LLC | 6.49% | Add +0.4% | 62,292 | $12.5M |
| Fiducient Advisors LLC | 1.44% | Add +825.1% | 62,019 | $12.5M |
| Bishop & Co Investment Management, LLC | 4.72% | Add +1.2% | 61,727 | $12.4M |
| Presilium Private Wealth, LLC | 2.83% | Reduce -0.1% | 61,172 | $12.3M |
| Ancora Advisors LLC | 0.28% | Reduce -22.5% | 60,917 | $12.2M |
| Financial Synergies Wealth Advisors, Inc. | 1.51% | Reduce -0.9% | 60,560 | $12.2M |
| Thrivent Financial for Lutherans | 0.02% | Add +20.2% | 59,237 | $11.9M |
| Prosperity Planning, Inc. | 5.25% | Reduce -10.4% | 58,826 | $11.8M |
| Praetorian Wealth Management, Inc. | 2.93% | Reduce -2.5% | 58,546 | $11.8M |
| BancFirst Trust & Investment Management | 3.95% | Reduce -0.8% | 58,403 | $11.7M |
| Cherry Tree Wealth Management, LLC | 2.75% | Reduce -3.0% | 57,680 | $11.6M |
| Performa Ltd (US), LLC | 4.30% | Add +23.1% | 57,663 | $11.6M |
| LMCG Investments, LLC | 0.69% | Reduce -0.9% | 56,857 | $11.4M |
| Whitegate Investment Counselors, Inc. | 2.98% | Add +0.3% | 55,963 | $11.2M |
| Fee-Only Financial Planning, L.C. | 7.12% | Reduce -0.8% | 55,372 | $11.1M |
| Baltimore-Washington Financial Advisors, Inc. | 0.60% | Add +5.7% | 55,355 | $11.1M |
| Weinberger Asset Management, Inc | 4.73% | Add +2.6% | 55,219 | $11.1M |
| Highland Capital Management, LLC | 0.62% | Reduce -2.3% | 54,376 | $10.9M |
| Goodwin Investment Advisory | 4.70% | Add +4.1% | 54,091 | $10.9M |
| Clayton Financial Group LLC | 4.05% | Add +4.3% | 53,832 | $10.8M |
| M&T Bank Corp | 0.03% | Add +1.4% | 52,699 | $10.6M |
| Jmac Enterprises LLC | 1.68% | Add +7.2% | 52,353 | $10.5M |
| Black Diamond Financial, LLC | 1.78% | Add +30.5% | 52,289 | $10.5M |
| Meridian Wealth Management, LLC | 0.52% | New | 52,233 | $10.5M |
| Blair William & Co. | 0.03% | Add +14.7% | 51,628 | $10.4M |
| Cardiff Park Advisors, LLC | 0.93% | Add +0.1% | 51,343 | $10.3M |
| Facet Wealth, Inc. | 0.29% | Reduce -6.6% | 51,762 | $10.3M |
| Merit Financial Group, LLC | 0.23% | Add +6.7% | 50,970 | $10.2M |
| Concurrent Investment Advisors, LLC | 0.30% | Add +7.5% | 50,655 | $10.2M |
| Capital Advisors Wealth Management, LLC | 1.85% | Reduce -7.3% | 50,051 | $10.0M |
| Cwm, LLC | 0.04% | Add +5.1% | 49,738 | $10.0M |
| NorthCoast Asset Management LLC | 0.07% | Add +1722.7% | 50,798 | $9.9M |
| Iron Horse Wealth Management, LLC | 3.33% | Add +3.8% | 48,581 | $9.8M |
| Steele Capital Management, Inc. | 0.51% | Reduce -3.4% | 48,353 | $9.7M |
| HB Wealth Management, LLC | 0.10% | Reduce -1.0% | 47,984 | $9.6M |
| Forbes Financial Planning, Inc. | 6.94% | Add +4.2% | 47,970 | $9.6M |
| Cornerstone Wealth Management, LLC | 0.68% | Add +1.4% | 47,810 | $9.6M |
| Cambria Investment Management, L.P. | 0.58% | Reduce -16.1% | 47,703 | $9.6M |
| Family Wealth Partners, LLC | 4.89% | Reduce -2.3% | 47,563 | $9.5M |
| Firestone Capital Management | 2.37% | Add +2.7% | 46,990 | $9.4M |
| Old National Bancorp | 0.21% | Reduce -5.2% | 45,451 | $9.1M |
| Kohmann Bosshard Financial Services, LLC | 1.13% | Reduce -4.8% | 45,176 | $9.1M |
| Compass Ion Advisors, LLC | 1.11% | Reduce -3.8% | 45,032 | $9.0M |
| Parallel Advisors, LLC | 0.21% | Reduce -7.4% | 45,026 | $9.0M |
| Bradley Foster & Sargent Inc. | 0.15% | Add +0.3% | 44,985 | $9.0M |
| Etfidea, LLC | 2.84% | Add +0.7% | 44,780 | $9.0M |
| EP Wealth Advisors, LLC | 0.08% | Add +27.8% | 44,531 | $8.9M |
| Annapolis Financial Services, LLC | 2.62% | Reduce -4.9% | 44,080 | $8.9M |
| Relyea Zuckerberg Hanson LLC | 1.34% | Reduce -8.9% | 43,715 | $8.8M |
| One Degree Advisors Inc | 3.62% | Add +0.7% | 42,863 | $8.6M |
| Ifrah Financial Services, Inc. | 2.30% | Reduce -0.2% | 42,553 | $8.5M |
| First Horizon Advisors, Inc. | 0.24% | Add +0.8% | 42,443 | $8.5M |
| Sage Financial Group Inc. | 0.69% | Add +0.0% | 42,288 | $8.5M |
| Plum Street Advisors, LLC | 4.28% | Reduce -2.2% | 42,054 | $8.4M |
| Cornerstone Wealth Advisors, Inc. | 2.32% | Add +9.2% | 41,563 | $8.3M |
| Silvia McColl Wealth Management, LLC | 6.21% | Add +10.6% | 41,298 | $8.3M |
| Collective Family Office LLC | 2.21% | Reduce -7.1% | 40,469 | $8.1M |
| Fortis Capital Management LLC | 1.63% | Add +0.8% | 40,265 | $8.1M |
| PrairieView Partners, LLC | 0.83% | Reduce -3.5% | 39,667 | $8.0M |
| Spectrum Investment Advisors, Inc. | 5.46% | Add +0.5% | 39,625 | $8.0M |
| Financial Counselors Inc. | 0.12% | Reduce -0.9% | 39,381 | $7.9M |
| Sterling Wealth Management, Inc. | 2.95% | Reduce -3.0% | 39,371 | $7.9M |
| Alliancebernstein L.P. | 0.00% | Add +2.8% | 39,278 | $7.9M |
| Tacita Capital Inc | 5.14% | Reduce -3.1% | 39,234 | $7.9M |
| Quent Capital, LLC | 0.80% | Reduce -3.3% | 39,188 | $7.9M |
| DAVENPORT & Co LLC | 0.05% | Reduce -1.6% | 38,946 | $7.8M |
| MassMutual Private Wealth & Trust, FSB | 0.22% | Add +1.0% | 38,815 | $7.8M |
| Joel Isaacson & Co., LLC | 0.37% | Add +6.9% | 38,811 | $7.8M |
| Veery Capital, LLC | 2.92% | Add +68.0% | 38,777 | $7.8M |
| Atria Wealth Solutions, Inc. | 0.08% | Reduce -43.1% | 38,437 | $7.7M |
| Atlas Capital Advisors Inc. | 1.16% | Reduce -0.6% | 37,811 | $7.6M |
| Kestra Private Wealth Services, LLC | 0.14% | Add +7.7% | 37,506 | $7.5M |
| Nicholas Hoffman & Company, LLC. | 0.32% | Reduce -3.5% | 37,419 | $7.5M |
| Spinnaker Trust | 0.46% | Add +1.7% | 37,170 | $7.5M |
| Shufro Rose & Co. LLC | 0.60% | No change | 40,447 | $7.4M |
| Courier Capital LLC | 0.50% | Reduce -0.0% | 36,673 | $7.4M |
| First Manhattan Co. Llc. | 0.02% | Add +5.6% | 36,389 | $7.3M |
| Ocean Park Asset Management, LLC | 0.32% | New | 36,348 | $7.3M |
| Eagle Strategies LLC | 1.32% | Add +5.9% | 36,300 | $7.3M |
| Brophy Wealth Management, LLC | 2.60% | — | 36,194 | $7.3M |
| First American Trust, FSB | 0.72% | Add +13.6% | 36,184 | $7.3M |
| OLIO Financial Planning | 3.05% | Add +0.2% | 39,904 | $7.3M |
| American Investment Services, Inc. | 1.20% | Reduce -1.6% | 35,724 | $7.2M |
| Cornerstone Management, Inc. | 1.50% | Reduce -5.8% | 35,704 | $7.2M |
| Nabity-Jensen Investment Management Inc | 5.42% | Add +0.1% | 35,261 | $7.1M |
| Brown Advisory Inc. | 0.01% | Reduce -0.6% | 35,023 | $7.0M |
| GeoWealth Management, LLC | 0.25% | Reduce -15.7% | 35,017 | $7.0M |
| Granby Capital Management, LLC | 3.63% | No change | 35,000 | $7.0M |
| AE Wealth Management LLC | 0.06% | Add +3.2% | 34,944 | $7.0M |
| Arbor Wealth Advisors LLC | 6.32% | Add +0.2% | 34,898 | $7.0M |
| Leeward Financial Partners, LLC | 2.61% | Add +1.7% | 34,457 | $6.9M |
| OneDigital Investment Advisors LLC | 0.08% | Add +14.0% | 34,385 | $6.9M |
| Noble Family Wealth, LLC | 1.85% | Reduce -0.2% | 34,286 | $6.9M |
| RTD Financial Advisors, Inc. | 0.87% | Add +0.1% | 34,261 | $6.9M |
| Fifth Third Securities, Inc. | 0.65% | Reduce -3.4% | 34,180 | $6.9M |
| Alpine Bank Wealth Management | 1.09% | — | 33,861 | $6.8M |
| Towerpoint Wealth, LLC | 3.22% | Add +2.4% | 33,805 | $6.8M |
| Koshinski Asset Management, Inc. | 0.59% | Add +11.5% | 33,725 | $6.8M |
| Pinnacle Financial Partners Inc | 0.13% | Reduce -0.8% | 33,330 | $6.7M |
| Ashton Thomas Private Wealth, LLC | 0.36% | Add +0.6% | 33,326 | $6.7M |
| Advisory Alpha, LLC | 0.24% | Add +0.8% | 33,197 | $6.7M |
| Farther Finance Advisors, LLC | 0.25% | Reduce -6.0% | 33,199 | $6.7M |
| Stone Summit Wealth LLC | 2.14% | Reduce -0.7% | 33,053 | $6.6M |
| Prime Capital Investment Advisors, LLC | 0.09% | Reduce -4.0% | 32,968 | $6.6M |
| MorganRosel Wealth Management, LLC | 2.17% | Add +0.0% | 32,849 | $6.6M |
| Quadcap Wealth Management, LLC | 1.03% | Add +9.3% | 32,769 | $6.6M |
| Van Cleef Asset Management,Inc | 0.73% | Reduce -0.1% | 32,756 | $6.6M |
| Mission Creek Capital Partners, Inc. | 1.53% | Reduce -4.6% | 32,746 | $6.6M |
| Cannon Financial Strategists, Inc. | 1.14% | Reduce -0.3% | 32,581 | $6.5M |
| Whittier Trust Co. | 0.09% | No change | 32,520 | $6.5M |
| Innealta Capital, LLC | 2.66% | Reduce -0.0% | 32,455 | $6.5M |
| Archford Capital Strategies, LLC | 0.98% | Add +0.6% | 32,217 | $6.5M |
| White Lighthouse Investment Management Inc. | 1.16% | Reduce -0.6% | 32,275 | $6.5M |
| Wealthcare Advisory Partners LLC | 0.18% | Add +89.2% | 32,222 | $6.5M |
| Agf Management Ltd. | 0.03% | Reduce -0.5% | 32,005 | $6.4M |
| Monograph Wealth Advisors, LLC | 0.83% | Add +8.3% | 31,706 | $6.4M |
| Mosaic Family Wealth Partners, LLC | 0.94% | Add +0.9% | 31,653 | $6.4M |
| Mayport, LLC | 2.01% | Add +6.6% | 31,283 | $6.3M |
| Vanguard Group Inc. | 0.00% | Add +3.5% | 31,229 | $6.3M |
| Hyperion Partners, LLC | 4.00% | Add +5.9% | 31,196 | $6.3M |
| Invst, LLC | 0.76% | Reduce -14.3% | 31,178 | $6.3M |
| Alhambra Investment Management LLC | 3.22% | Add +65.0% | 30,966 | $6.2M |
| Atmos Advisory, LLC | 4.41% | Add +3.7% | 30,927 | $6.2M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.33% | Add +0.9% | 30,075 | $6.0M |
| Kavar Capital Partners Group, LLC | 0.94% | Reduce -1.3% | 29,749 | $6.0M |
| Pure Financial Advisors, LLC | 0.14% | Add +2.1% | 29,726 | $6.0M |
| Chicago Partners Investment Group LLC | 0.21% | Add +1.3% | 29,789 | $6.0M |
| Cornerstone Advisory, LLC | 0.78% | Reduce -4.3% | 29,565 | $5.9M |
| Trust Point Inc. | 0.45% | Add +2.1% | 29,557 | $5.9M |
| Goepper Burkhardt LLC | 2.44% | Reduce -4.6% | 29,461 | $5.9M |
| Verity Asset Management, Inc. | 2.20% | Add +14.3% | 29,044 | $5.8M |
| Brandywine Oak Private Wealth LLC | 0.56% | Add +0.1% | 28,768 | $5.8M |
| TFB Advisors LLC | 1.70% | Reduce -1.3% | 28,502 | $5.7M |
| Creekside Partners | 2.96% | Add +0.3% | 28,474 | $5.7M |
| General Partner, Inc. | 3.55% | No change | 28,467 | $5.7M |
| Wealthfront Advisers LLC | 0.02% | Add +23.8% | 28,315 | $5.7M |
| Chemistry Wealth Management LLC | 1.36% | Reduce -4.1% | 28,294 | $5.7M |
| Essex Financial Services, Inc. | 0.41% | Add +0.1% | 1,222,165 | $5.7M |
| Rockbridge Investment Management, LCC | 0.72% | Reduce -5.2% | 27,763 | $5.6M |
| BNP Paribas Financial Markets | 0.01% | Reduce -44.6% | 27,708 | $5.6M |
| Aspire Wealth Management Corp | 2.96% | Add +1.2% | 27,398 | $5.5M |
| Tenret Co LLC | 3.44% | Add +4.6% | 27,237 | $5.5M |
| Avidian Wealth Enterprises, LLC | 0.25% | Reduce -2.2% | 27,011 | $5.4M |
| Sharper & Granite LLC | 2.40% | Add +2.2% | 26,798 | $5.4M |
| Manchester Capital Management LLC | 0.62% | No change | 26,442 | $5.3M |
| NBT Bank, N.A. | 0.36% | Add +16.5% | 26,269 | $5.3M |
| SWAN Capital LLC | 2.59% | Reduce -29.1% | 26,172 | $5.3M |
| Wrenne Financial Planning LLC | 3.13% | Add +1.5% | 26,164 | $5.3M |
| Ackerman Capital Advisors, LLC | 1.35% | Reduce -2.2% | 26,077 | $5.2M |
| Apollon Wealth Management, LLC | 0.15% | Reduce -2.3% | 25,924 | $5.2M |
| Northern Trust Corp. | 0.00% | Reduce -6.7% | 25,862 | $5.2M |
| Ausdal Financial Partners, Inc. | 0.54% | Add +0.6% | 25,822 | $5.2M |
| LifePlan Investment Advisors, Inc. | 3.30% | Add +1.8% | 25,742 | $5.2M |
| Lam Group, Inc. | 3.63% | Reduce -1.1% | 25,530 | $5.1M |
| Everhart Financial Group, Inc. | 1.13% | Add +1.5% | 25,453 | $5.1M |
| Bangor Savings Bank | 0.48% | Reduce -1.7% | 25,418 | $5.1M |
| Cambridge Financial Group, LLC | 2.11% | Add +0.1% | 25,281 | $5.1M |
| Truepoint, Inc. | 0.14% | Reduce -0.6% | 25,225 | $5.1M |
| CGN Advisors LLC | 0.51% | Reduce -6.1% | 25,210 | $5.1M |
| Ervin Investment Management, LLC | 3.25% | Add +3.3% | 25,196 | $5.1M |
| Nwam LLC | 0.31% | New | 25,133 | $5.0M |
| Mainsail Asset Management, LLC | 3.73% | Reduce -2.9% | 25,093 | $5.0M |
| Choate Investment Advisors | 0.13% | Add +1.8% | 24,862 | $5.0M |
| B. Riley Wealth Advisors, Inc. | 0.14% | Reduce -10.2% | 25,089 | $5.0M |
| Raymond James Trust N.A. | 0.11% | Add +4.2% | 24,814 | $5.0M |
| Lansing Street Advisors | 1.83% | Add +2.7% | 24,763 | $5.0M |
| Lutz Financial Services LLC | 0.40% | Reduce -0.4% | 24,758 | $5.0M |
| Coldstream Capital Management Inc. | 0.11% | Add +129.9% | 23,897 | $4.9M |
| Willis Investment Counsel | 0.32% | Add +7.0% | 24,529 | $4.9M |
| Glass Jacobson Investment Advisors llc | 1.61% | Add +0.8% | 24,143 | $4.8M |
| Mainsail Financial Group, LLC | 2.87% | Reduce -10.2% | 24,348 | $4.8M |
| Barry Investment Advisors, LLC | 1.48% | Add +8.8% | 24,056 | $4.8M |
| Arax Advisory Partners | 0.43% | Reduce -27.9% | 24,036 | $4.8M |
| MAI Capital Management | 0.05% | Reduce -2.8% | 24,006 | $4.8M |
| IHT Wealth Management, LLC | 0.14% | Reduce -0.8% | 23,753 | $4.8M |
| James Investment Research, Inc. | 0.54% | Reduce -2.7% | 23,282 | $4.7M |
| Citigroup Inc. | 0.00% | Reduce -11.5% | 23,185 | $4.7M |
| Sigma Planning Corp | 0.14% | Reduce -0.4% | 23,101 | $4.6M |
| Commerce Bank | 0.03% | Add +4.3% | 22,990 | $4.6M |
| Bay Rivers Group | 2.29% | Add +0.3% | 22,972 | $4.6M |
| Brighton Jones LLC | 0.17% | Reduce -6.0% | 22,795 | $4.6M |
| Perigon Wealth Management, LLC | 0.12% | Reduce -44.2% | 22,675 | $4.6M |
| Kathleen S. Wright Associates Inc. | 1.86% | Add +0.4% | 22,436 | $4.5M |
| Alpha Omega Wealth Management LLC | 0.82% | Reduce -0.2% | 22,191 | $4.5M |
| CX Institutional | 0.20% | Reduce -10.6% | 22,074 | $4.4M |
| Tortoise Investment Management, LLC | 0.46% | Reduce -17.9% | 22,048 | $4.4M |
| Bluespring Wealth Management, LLC | 0.44% | Reduce -4.4% | 21,685 | $4.4M |
| Pinnacle Financial Group, LLC / IL | 1.71% | Add +11.7% | 21,673 | $4.4M |
| Valeo Financial Advisors, LLC | 0.12% | Add +5.9% | 28,571 | $4.3M |
| PFG Advisors | 0.27% | Add +5.4% | 21,395 | $4.3M |
| FDx Advisors, Inc. | 1.17% | Reduce -3.0% | 21,322 | $4.3M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -15.3% | 21,126 | $4.2M |
| RFG Advisory, LLC | 0.13% | Reduce -17.1% | 20,952 | $4.2M |
| &partners | 0.08% | Add +29.8% | 20,765 | $4.2M |
| Beaumont Asset Management, L.L.C. | 2.40% | Reduce -2.4% | 20,592 | $4.1M |
| Rf&l Wealth Management, LLC | 2.93% | Reduce -0.1% | 20,588 | $4.1M |
| Stokes Family Office, LLC | 0.45% | Add +1.3% | 20,565 | $4.1M |
| Townsquare Capital LLC | 0.05% | Reduce -9.0% | 20,353 | $4.1M |
| Synovus Financial Corp. | 0.05% | Add +162.0% | 20,331 | $4.1M |
| Advisors Capital Management, LLC | 0.07% | Reduce -10.7% | 20,329 | $4.1M |
| Regions Financial Corp. | 0.03% | Reduce -0.7% | 20,327 | $4.1M |
| Foster & Motley Inc. | 0.26% | Reduce -6.8% | 20,238 | $4.1M |
| Evergreen Wealth Management, LLC | 2.44% | Add +4.8% | 20,221 | $4.1M |
| Martel Wealth Advisors LLC | 0.82% | Reduce -2.0% | 20,007 | $4.0M |
| E&G Advisors, LLC | 1.10% | Add +0.4% | 19,744 | $4.0M |
| Index Fund Advisors, Inc. | 0.21% | Reduce -0.4% | 19,537 | $3.9M |
| TriaGen Wealth Management LLC | 1.30% | Add +4.0% | 19,284 | $3.9M |
| CreativeOne Wealth, LLC | 0.13% | Add +14.2% | 19,168 | $3.8M |
| Ameritas Advisory Services, LLC | 0.17% | Reduce -7.1% | 19,167 | $3.8M |
| Integrity Wealth Solutions LLC | 2.22% | Reduce -1.9% | 18,977 | $3.8M |
| Northeast Financial Consultants Inc | 0.17% | No change | 18,950 | $3.8M |
| Avantax Planning Partners, Inc. | 0.14% | Reduce -8.9% | 18,811 | $3.8M |
| Community Financial Services Group, LLC | 0.77% | Reduce -5.2% | 18,673 | $3.7M |
| Kraft, Davis & Associates, LLC | 1.11% | Add +5.3% | 18,689 | $3.7M |
| CSM Advisors, LLC | 0.24% | Add +2.1% | 18,404 | $3.7M |
| UMB Bank, n.a. | 0.06% | Reduce -11.9% | 18,397 | $3.7M |
| Scotia Capital Inc. | 0.02% | Reduce -0.1% | 18,333 | $3.7M |
| Falcon Wealth Planning | 0.43% | Add +2.8% | 18,182 | $3.7M |
| Cranbrook Wealth Management, LLC | 0.83% | Reduce -2.0% | 18,179 | $3.7M |
| FAS Wealth Partners, Inc. | 0.29% | Add +1.4% | 18,148 | $3.6M |
| Vickerman Investment Advisors, Inc. | 1.07% | Add +2.4% | 18,139 | $3.6M |
| Pittenger & Anderson Inc. | 0.14% | Reduce -0.5% | 18,055 | $3.6M |
| Clearstead Advisors, LLC | 0.06% | Reduce -3.0% | 18,023 | $3.6M |
| FinTrust Capital Advisors, LLC | 0.61% | Reduce -2.3% | 17,988 | $3.6M |
| Tocqueville Asset Management L.P. | 0.06% | Reduce -2.7% | 17,960 | $3.6M |
| Signet Financial Management, LLC | 0.45% | Reduce -4.5% | 17,704 | $3.6M |
| Greenhouse Wealth Management, LLC | 2.38% | Add +1.0% | 17,630 | $3.5M |
| CWC Advisors, LLC. | 3.49% | — | 17,594 | $3.5M |
| WealthShield Partners, LLC | 0.48% | Add +14.7% | 17,581 | $3.5M |
| CWA Asset Management Group, LLC | 0.19% | — | 17,566 | $3.5M |
| Wedmont Private Capital | 0.20% | Add +11.6% | 17,749 | $3.5M |
| BIP Wealth, LLC | 0.24% | Add +32.0% | 17,457 | $3.5M |
| Spire Wealth Management | 0.12% | Add +0.4% | 17,404 | $3.5M |
| Mesirow Financial Investment Management, Inc. | 0.07% | Add +100.6% | 17,394 | $3.5M |
| Councilor Wealth, LLC | 1.71% | Add +15.3% | 17,387 | $3.5M |
| Fiduciary Family Office, LLC | 1.15% | Add +0.3% | 17,347 | $3.5M |
| Theory Financial LLC | 1.53% | Reduce -2.4% | 17,496 | $3.5M |
| Roof Eidam Maycock Peralta, LLC | 0.88% | Reduce -0.3% | 17,249 | $3.5M |
| Werba Rubin Papier Wealth Management | 0.81% | Reduce -4.2% | 17,184 | $3.5M |
| O'Connor Financial Group LLC | 1.80% | Reduce -5.8% | 17,100 | $3.4M |
| Signature Estate & Investment Advisors LLC | 0.08% | Add +5.3% | 16,988 | $3.4M |
| Culbertson A N & Co. Inc. | 0.55% | Add +19.5% | 16,884 | $3.4M |
| 3Chopt Investment Partners, LLC | 1.21% | Reduce -1.9% | 16,857 | $3.4M |
| Warner Financial, Inc. | 1.50% | Add +2.9% | 16,834 | $3.4M |
| Elgethun Capital Management | 0.79% | Add +8.9% | 16,793 | $3.4M |
| JFS Wealth Advisors, LLC | 0.23% | Add +4108.8% | 16,793 | $3.4M |
| Wolff Financial Management LLC | 0.91% | New | 16,766 | $3.4M |
| Northwest Wealth Management, LLC | 0.78% | Reduce -0.7% | 16,668 | $3.3M |
| Marble Harbor Investment Counsel, LLC | 0.36% | Reduce -0.3% | 16,421 | $3.3M |
| Sowell Financial Services LLC | 0.15% | Reduce -4.8% | 16,403 | $3.3M |
| Zeit Capital LLC | 2.54% | Reduce -0.2% | 16,375 | $3.3M |
| Heartwood Wealth Advisors LLC | 0.36% | Add +3.5% | 16,259 | $3.3M |
| Flputnam Investment Management Co. | 0.06% | Reduce -35.5% | 16,223 | $3.3M |
| Brookstone Capital Management | 0.05% | Add +14.2% | 16,053 | $3.2M |
| IFP Advisors, Inc | 0.12% | Reduce -3.8% | 16,042 | $3.2M |
| Evergreen Private Wealth LLC | 1.49% | Add +0.9% | 16,038 | $3.2M |
| SOA Wealth Advisors, LLC. | 0.61% | Add +3.2% | 15,976 | $3.2M |
| Forza Wealth Management, LLC | 1.47% | Reduce -0.0% | 15,964 | $3.2M |
| McKinley Carter Wealth Services, Inc. | 0.19% | Reduce -5.3% | 15,892 | $3.2M |
| American Financial & Tax Strategies Inc. | 1.61% | Reduce -2.9% | 15,782 | $3.2M |
| Baldwin Wealth Partners LLC | 0.22% | Add +0.4% | 15,760 | $3.2M |
| Silver Oak Securities, Incorporated | 0.33% | Add +19.9% | 15,595 | $3.1M |
| Fiduciary Financial Group, LLC | 0.72% | Add +4.6% | 15,748 | $3.1M |
| AdvisorNet Financial, Inc | 0.23% | Reduce -3.6% | 15,177 | $3.0M |
| Diversify Wealth Management, LLC | 0.29% | Add +1249.9% | 15,213 | $3.0M |
| Brown Wealth Management, LLC | 1.10% | Reduce -1.0% | 15,130 | $3.0M |
| IFG Advisory, LLC | 0.19% | Add +0.5% | 15,095 | $3.0M |
| Pathway Financial Advisors LLC | 0.78% | Add +0.2% | 15,080 | $3.0M |
| Geneos Wealth Management Inc. | 0.12% | Add +33.4% | 15,006 | $3.0M |
| Access Investment Management LLC | 0.92% | No change | 15,000 | $3.0M |
| Wells Trecaso Financial Group, LLC | 0.98% | Add +1.1% | 14,858 | $3.0M |
| LS Investment Advisors, LLC | 0.44% | Reduce -5.5% | 14,834 | $3.0M |
| Cahill Financial Advisors Inc. | 0.41% | Reduce -3.4% | 14,776 | $3.0M |
| CENTRAL TRUST Co | 0.07% | Reduce -1.0% | 14,686 | $2.9M |
| Echo45 Advisors LLC | 1.92% | Add +4.4% | 14,683 | $2.9M |
| Roundview Capital LLC | 0.21% | Reduce -1.9% | 14,630 | $2.9M |
| Eclectic Associates Inc. | 1.15% | Add +0.7% | 14,505 | $2.9M |
| RMR Capital Management, LLC | 2.45% | Add +1.5% | 14,333 | $2.9M |
| Forum Financial Management, LP | 0.05% | Add +0.4% | 14,311 | $2.9M |
| SlateStone Wealth, LLC | 0.26% | Add +0.8% | 14,126 | $2.8M |
| Vawter Financial, Ltd. | 1.73% | Add +4.1% | 14,094 | $2.8M |
| Associated Banc-Corp | 0.08% | Add +12.6% | 14,092 | $2.8M |
| Earned Wealth Advisors, LLC | 0.86% | Add +1.3% | 14,085 | $2.8M |
| Sageworth Trust Co | 0.17% | No change | 14,057 | $2.8M |
| Linscomb Wealth, Inc. | 0.14% | Reduce -0.7% | 14,026 | $2.8M |
| Simmons Bank | 0.20% | Reduce -3.4% | 13,917 | $2.8M |
| EverSource Wealth Advisors, LLC | 0.18% | Reduce -2.4% | 13,902 | $2.8M |
| Nikulski Financial, Inc. | 0.83% | Reduce -1.4% | 13,845 | $2.8M |
| Composition Wealth, LLC | 0.06% | Add +11.1% | 13,791 | $2.8M |
| MSH Capital Advisors LLC | 0.84% | Add +2.4% | 13,745 | $2.8M |
| CJM Wealth Advisers, Ltd. | 0.94% | Reduce -1.7% | 13,733 | $2.8M |
| Arista Wealth Management, LLC | 0.66% | Add +0.2% | 13,680 | $2.7M |
| BlueSky Wealth Advisors, LLC | 0.43% | Add +0.1% | 13,649 | $2.7M |
| North Star Investment Management Corp. | 0.19% | Add +4.6% | 13,623 | $2.7M |
| Mgo One Seven LLC | 0.12% | Reduce -4.0% | 13,613 | $2.7M |
| Financial Freedom, LLC | 1.44% | Reduce -0.3% | 13,549 | $2.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -3.3% | 13,536 | $2.7M |
| Prospera Financial Services Inc | 0.07% | Reduce -11.8% | 13,414 | $2.7M |
| AMG National Trust Bank | 0.07% | Add +7.7% | 13,420 | $2.7M |
| O'ROURKE & COMPANY, Inc | 1.35% | Add +2.9% | 13,419 | $2.7M |
| Center For Asset Management LLC | 1.61% | Add +3.3% | 13,395 | $2.7M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +101.2% | 13,273 | $2.7M |
| Ascent Group, LLC | 0.20% | Reduce -3.8% | 13,257 | $2.7M |
| Waverly Advisors, LLC | 0.05% | Reduce -6.4% | 13,235 | $2.7M |
| Sonata Capital Group Inc. | 1.12% | Add +42.4% | 13,224 | $2.7M |
| Richard P Slaughter Associates Inc | 0.61% | Add +0.7% | 13,188 | $2.6M |
| Walkner Condon Financial Advisors LLC | 0.54% | Reduce -3.3% | 13,178 | $2.6M |
| Independent Financial Group, LLC | 0.10% | Reduce -9.8% | 13,167 | $2.6M |
| Wealthspire Retirement, LLC | 0.21% | Add +2.5% | 13,166 | $2.6M |
| Waypoint Capital Advisors, LLC | 0.56% | Reduce -3.9% | 13,141 | $2.6M |
| Diversified Portfolios, Inc. | 0.28% | Add +1.6% | 13,137 | $2.6M |
| Corrigan Financial, Inc. | 0.60% | Reduce -2.2% | 13,079 | $2.6M |
| WP Advisors, LLC | 0.94% | Reduce -1.2% | 12,802 | $2.6M |
| Riversedge Advisors, LLC | 0.58% | Add +3.5% | 12,792 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.11% | Reduce -8.1% | 12,720 | $2.6M |
| Financial Advocates Investment Management | 0.14% | Add +1.6% | 12,657 | $2.5M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.99% | No change | 12,688 | $2.5M |
| Plancorp, LLC | 0.10% | Add +8.7% | 12,647 | $2.5M |
| Seeds Investor LLC | 0.95% | Add +36.5% | 12,638 | $2.5M |
| SouthState Bank Corp | 0.17% | Reduce -0.8% | 12,616 | $2.5M |
| Leavell Investment Management, Inc. | 0.13% | Add +1.4% | 12,521 | $2.5M |
| Roberts Glore & Co. Inc. | 0.72% | Reduce -1.9% | 12,401 | $2.5M |
| Acropolis Investment Management, LLC | 0.15% | Add +1.0% | 12,376 | $2.5M |
| Principal Securities, Inc. | 0.06% | Reduce -12.8% | 12,374 | $2.5M |
| Maryland Capital Advisors Inc. | 1.20% | Reduce -2.5% | 12,348 | $2.5M |
| Rebalance, LLC | 0.18% | Add +0.0% | 12,210 | $2.5M |
| Sterling Financial Planning, Inc. | 0.90% | Reduce -1.0% | 12,208 | $2.5M |
| Tritonpoint Wealth, LLC | 0.22% | Reduce -11.5% | 12,158 | $2.4M |
| TRUE Private Wealth Advisors | 0.29% | Add +174.9% | 12,133 | $2.4M |
| Flow Traders U.S. LLC | 0.12% | Add +434.4% | 12,109 | $2.4M |
| Prossimo Advisors, LLC | 1.77% | No change | 12,066 | $2.4M |
| Patriot Investment Management Group, Inc. | 0.18% | Add +0.0% | 11,994 | $2.4M |
| Asset Dedication, LLC | 0.16% | Add +12.9% | 11,942 | $2.4M |
| Blue Barn Wealth, LLC | 1.23% | Reduce -0.7% | 11,886 | $2.4M |
| Ally Invest Advisors Inc. | 0.21% | Add +35.5% | 11,883 | $2.4M |
| Keybank National Association | 0.01% | Add +0.1% | 11,849 | $2.4M |
| First United Bank & Trust | 0.85% | Add +1.2% | 11,819 | $2.4M |
| NorthLanding Financial Partners, LLC | 2.33% | Reduce -0.9% | 11,759 | $2.4M |
| Quotient Wealth Partners, LLC | 0.08% | Reduce -3.4% | 11,749 | $2.4M |
| Creative Financial Designs Inc. | 0.20% | Reduce -2.6% | 11,630 | $2.3M |
| Thrive Capital Management, LLC | 1.10% | Reduce -9.7% | 11,619 | $2.3M |
| Hilltop National Bank | 0.71% | Add +18.0% | 11,586 | $2.3M |
| Vance Wealth, LLC | 0.88% | Reduce -5.2% | 11,547 | $2.3M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +5.0% | 11,540 | $2.3M |
| Evanson Asset Management, LLC | 0.16% | Add +12.9% | 11,438 | $2.3M |
| Berkeley, Inc | 0.66% | Add +95.7% | 11,336 | $2.3M |
| Cypress Capital, LLC | 0.58% | Reduce -2.9% | 11,193 | $2.2M |
| SeaCrest Wealth Management, LLC | 0.24% | Reduce -0.3% | 11,179 | $2.2M |
| Sage Mountain Advisors LLC | 0.19% | Reduce -1.3% | 11,134 | $2.2M |
| Midwest Financial Group LLC | 1.31% | Add +4.3% | 11,118 | $2.2M |
| Valmark Advisers, Inc. | 0.03% | Add +419.2% | 11,091 | $2.2M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +6.2% | 11,015 | $2.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | Add +4.7% | 10,994 | $2.2M |
| Gradient Capital Advisors, LLC | 0.73% | Add +31.5% | 10,983 | $2.2M |
| Capital Analysts, LLC | 0.09% | Add +0.9% | 10,944 | $2.2M |
| Shayne & Jacobs, LLC | 0.54% | No change | 10,822 | $2.2M |
| Cary Street Partners Investment Advisory LLC | 0.08% | Reduce -2.1% | 10,765 | $2.2M |
| Greenup Street Wealth Management LLC | 0.44% | Reduce -10.9% | 10,654 | $2.1M |
| Mustard Seed Financial, LLC | 1.77% | Add +5.5% | 10,629 | $2.1M |
| Magnus Financial Group LLC | 0.22% | Add +3.9% | 10,612 | $2.1M |
| Acorn Financial Advisory Services Inc. | 0.38% | Reduce -2.9% | 10,589 | $2.1M |
| Regal Investment Advisors LLC | 0.15% | Reduce -4.3% | 10,421 | $2.1M |
| Matisse Capital | 1.02% | Add +44.3% | 10,415 | $2.1M |
| Family Legacy, Inc. | 0.69% | Reduce -1.9% | 10,272 | $2.1M |
| Moneco Advisors, LLC | 0.25% | Add +10.4% | 10,194 | $2.0M |
| Gotham Asset Management | 0.02% | No change | 10,175 | $2.0M |
| Newton One Investments LLC | 0.82% | Reduce -0.7% | 10,164 | $2.0M |
| MB Generational Wealth, LLC | 1.47% | Reduce -0.3% | 10,162 | $2.0M |
| Argent Trust Co | 0.08% | Reduce -0.3% | 10,096 | $2.0M |
| Telos Capital Management, Inc. | 0.21% | Reduce -2.1% | 10,089 | $2.0M |
| Beaird Harris Wealth Management, LLC | 0.18% | Reduce -1.4% | 10,078 | $2.0M |
| Wealthspan Partners, LLC | 0.99% | Add +0.2% | 9,976 | $2.0M |
| Columbus Macro, LLC | 0.73% | Reduce -0.9% | 9,965 | $2.0M |
| 180 Wealth Advisors, LLC | 0.31% | Reduce -0.0% | 9,960 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -24.9% | 9,940 | $2.0M |
| BTC Capital Management, Inc. | 0.18% | Reduce -0.6% | 9,916 | $2.0M |
| Tranquility Partners, LLC | 0.72% | Reduce -1.3% | 9,902 | $2.0M |
| Harbour Investments, Inc. | 0.06% | Reduce -2.1% | 9,788 | $2.0M |
| Summit Wealth & Retirement Planning, Inc. | 0.63% | Add +73.8% | 9,786 | $2.0M |
| Windward Private Wealth Management Inc. | 0.75% | Add +0.8% | 9,705 | $1.9M |
| Probity Advisors, Inc. | 0.37% | Reduce -3.2% | 9,700 | $1.9M |
| Kraft Asset Management, LLC | 1.52% | No change | 9,640 | $1.9M |
| Total Clarity Wealth Management, Inc. | 0.62% | Reduce -26.6% | 9,593 | $1.9M |
| Triune Financial Partners, LLC | 0.60% | Reduce -3.7% | 9,576 | $1.9M |
| Farmers & Merchants Investments Inc. | 0.06% | Add +0.6% | 9,530 | $1.9M |
| Paulson Wealth Management Inc. | 0.51% | Reduce -22.5% | 9,497 | $1.9M |
| Cassady Schiller Wealth Management, LLC | 0.69% | Reduce -0.1% | 9,425 | $1.9M |
| Tobias Financial Advisors, Inc. | 0.38% | Add +1.1% | 9,384 | $1.9M |
| Thoroughbred Financial Services, LLC | 0.12% | Add +7.1% | 9,366 | $1.9M |
| Curtis Advisory Group, LLC | 0.53% | Add +0.8% | 9,361 | $1.9M |
| TD Private Client Wealth LLC | 0.05% | Add +13.5% | 9,281 | $1.9M |
| Stratos Wealth Advisors, LLC | 0.09% | Reduce -2.5% | 9,257 | $1.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -48.1% | 9,241 | $1.9M |
| Duncker Streett & Co. Inc. | 0.34% | Reduce -5.6% | 9,236 | $1.9M |
| Wesbanco Bank Inc. | 0.06% | Add +0.1% | 9,188 | $1.8M |
| Csenge Advisory Group | 0.10% | Reduce -10.8% | 9,138 | $1.8M |
| Trustmark Bank Trust Department | 0.14% | Add +1.8% | 9,116 | $1.8M |
| Pine Valley Investments Ltd Liability Co | 0.13% | Reduce -2.1% | 9,105 | $1.8M |
| CVA Family Office, LLC | 0.30% | Reduce -5.7% | 9,090 | $1.8M |
| Stevens Capital Partners | 0.87% | Add +1.1% | 9,029 | $1.8M |
| Global Retirement Partners, LLC | 0.05% | Add +4.8% | 8,877 | $1.8M |
| West Branch Capital LLC | 0.61% | Reduce -4.5% | 8,820 | $1.8M |
| Brandes Investment Partners, LP | 0.02% | Add +447.2% | 8,782 | $1.8M |
| Guidance Point Advisors, LLC | 0.53% | Add +1.1% | 8,751 | $1.8M |
| City State Bank | 0.64% | Reduce -14.1% | 8,714 | $1.7M |
| Nations Financial Group Inc, /Ia/ | 0.13% | Reduce -0.5% | 8,711 | $1.7M |
| Ieq Capital, LLC | 0.02% | Add +11.3% | 8,683 | $1.7M |
| Market Street Wealth Management Advisors LLC | 0.28% | Reduce -3.1% | 8,568 | $1.7M |
| One Charles Private Wealth Services, LLC | 0.65% | Reduce -0.8% | 8,519 | $1.7M |
| Simon Quick Advisors, LLC | 0.11% | Reduce -9.6% | 8,512 | $1.7M |
| Paragon Capital Management Ltd | 0.34% | Add +1.0% | 8,511 | $1.7M |
| Kingsview Wealth Management, LLC | 0.04% | Add +13.6% | 8,439 | $1.7M |
| Compton Wealth Advisory Group, LLC | 0.43% | Add +0.1% | 8,432 | $1.7M |
| Bokf, NA | 0.03% | Add +3.2% | 8,566 | $1.7M |
| Cadent Capital Advisors, LLC | 0.57% | Reduce -16.0% | 8,408 | $1.7M |
| Victory Capital Management Inc. | 0.00% | No change | 8,408 | $1.7M |
| Planning Directions Inc. | 1.00% | Reduce -2.8% | 8,396 | $1.7M |
| Grove Bank & Trust | 0.25% | Reduce -9.4% | 8,352 | $1.7M |
| PBMares Wealth Management LLC | 0.35% | Reduce -0.1% | 8,331 | $1.7M |
| WealthCare Investment Partners, LLC | 0.73% | Reduce -6.6% | 8,436 | $1.7M |
| Family Firm, Inc. | 0.37% | Add +2.7% | 8,319 | $1.7M |
| Bessemer Group Inc. | 0.00% | Add +75.9% | 8,285 | $1.7M |
| Hudson Value Partners, LLC | 0.64% | Add +36.3% | 8,225 | $1.7M |
| Parsons Capital Management Inc. | 0.10% | Add +20.6% | 8,213 | $1.6M |
| Breakwater Capital Group | 0.33% | Add +1.0% | 8,211 | $1.6M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +2.3% | 8,156 | $1.6M |
| ProVise Management Group, LLC | 0.13% | Reduce -9.5% | 8,028 | $1.6M |
| Focus Financial Network, Inc. | 0.07% | Add +4.7% | 7,941 | $1.6M |
| Empower Advisory Group, LLC | 0.01% | Reduce -2.4% | 7,933 | $1.6M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.5% | 7,912 | $1.6M |
| Belpointe Asset Management LLC | 0.10% | Add +28.5% | 7,889 | $1.6M |
| 1834 Investment Advisors Co. | 0.18% | Add +11.2% | 7,884 | $1.6M |
| Retirement Planning Group, LLC | 0.09% | Add +103.2% | 7,844 | $1.6M |
| Trust Co. of Vermont | 0.08% | Reduce -0.9% | 7,822 | $1.6M |
| SC&H Financial Advisors, Inc. | 0.34% | Add +0.4% | 7,815 | $1.6M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +2.4% | 7,802 | $1.6M |
| McNamara Financial Services, Inc. | 0.31% | Reduce -4.0% | 7,798 | $1.6M |
| Chapin Davis, Inc. | 0.50% | Add +6.6% | 7,737 | $1.6M |
| EWG Elevate Inc. | 0.62% | Add +1.9% | 7,671 | $1.5M |
| Newman Dignan & Sheerar, Inc. | 0.37% | Add +0.9% | 7,652 | $1.5M |
| Edge Capital Group, LLC | 0.07% | Add +0.1% | 7,664 | $1.5M |
| Horizon Bancorp Inc. | 0.71% | Reduce -0.1% | 7,660 | $1.5M |
| McGlone Suttner Wealth Management, Inc. | 0.32% | Reduce -21.6% | 7,656 | $1.5M |
| Red Tortoise LLC | 0.76% | Add +3.8% | 7,482 | $1.5M |
| BigSur Wealth Management LLC | 0.41% | No change | 7,466 | $1.5M |
| Hardy Reed LLC | 0.13% | Reduce -12.1% | 7,428 | $1.5M |
| Cooksen Wealth, LLC | 1.39% | Reduce -24.3% | 7,400 | $1.5M |
| Dravo Bay LLC | 0.76% | Reduce -23.6% | 7,374 | $1.5M |
| Sagace Wealth Management LLC | 1.12% | Add +8.6% | 7,189 | $1.5M |
| Liberty Wealth Management LLC | 0.25% | Reduce -72.4% | 7,237 | $1.5M |
| C M Bidwell & Associates Ltd. | 0.89% | Reduce -0.1% | 7,228 | $1.5M |
| Petix & Botte Co | 0.39% | Reduce -6.3% | 7,228 | $1.5M |
| Eagle Harbor Asset Management Inc. | 1.44% | Reduce -2.1% | 7,223 | $1.5M |
| Baker Ellis Asset Management LLC | 0.21% | No change | 7,221 | $1.4M |
| Ballentine Partners, LLC | 0.02% | No change | 7,184 | $1.4M |
| New Covenant Trust Company, N.A. | 1.40% | Reduce -0.3% | 7,188 | $1.4M |
| Jefferies Financial Group Inc. | 0.03% | Reduce -8.2% | 7,158 | $1.4M |
| Bank of Hawaii | 0.06% | Add +2.1% | 7,125 | $1.4M |
| KPP Advisory Services LLC | 0.34% | New | 7,095 | $1.4M |
| Wescott Financial Advisory Group, LLC | 0.15% | Reduce -4.7% | 6,936 | $1.4M |
| Mutual Advisors, LLC | 0.04% | Add +0.3% | 6,936 | $1.4M |
| Forest Hill Capital, LLC | 1.05% | No change | 6,900 | $1.4M |
| Pioneer Wealth Management Group | 0.66% | Reduce -5.6% | 6,893 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -81.1% | 6,881 | $1.4M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Add +416.5% | 6,880 | $1.4M |
| Evermay Wealth Management LLC | 0.22% | Reduce -41.3% | 6,839 | $1.4M |
| AQR Capital Management | 0.00% | Add +265.3% | 6,805 | $1.4M |
| Fulton Bank, N.A. | 0.05% | No change | 6,774 | $1.4M |
| Arkadios Wealth Advisors | 0.08% | Add +2.7% | 6,770 | $1.4M |
| ARK & TLK Investments, LLC | 0.48% | Reduce -1.1% | 6,721 | $1.3M |
| Discipline Wealth Solutions, LLC | 0.71% | Add +34.4% | 6,669 | $1.3M |
| Concourse Financial Group Securities, Inc. | 0.08% | Reduce -4.3% | 6,657 | $1.3M |
| Wilmington Savings Fund Society, FSB | 0.02% | New | 6,628 | $1.3M |
| Tudor Investment Corporation | 0.01% | Add +27.4% | 6,575 | $1.3M |
| Level Four Advisory Services, LLC | 0.06% | Add +165.8% | 6,597 | $1.3M |
| United Advisor Group, LLC | 0.29% | Add +82.5% | 6,500 | $1.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.20% | Add +0.2% | 6,492 | $1.3M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | No change | 6,465 | $1.3M |
| Jentner Corp | 0.39% | Add +0.9% | 6,406 | $1.3M |
| Pacific Sun Financial Corp | 0.71% | Reduce -0.5% | 6,385 | $1.3M |
| Alera Investment Advisors, LLC | 0.15% | Add +0.3% | 6,340 | $1.3M |
| Level Financial Advisors | 0.48% | Reduce -3.7% | 6,328 | $1.3M |
| Baldwin Investment Management, LLC | 0.16% | Reduce -2.9% | 6,319 | $1.3M |
| Aire Advisors, LLC | 0.28% | Add +0.3% | 6,313 | $1.3M |
| Condor Capital Management | 0.11% | Reduce -0.7% | 6,296 | $1.3M |
| Fermata Advisors, LLC | 0.25% | Reduce -2.4% | 6,252 | $1.3M |
| Wellington Management Group LLP | 0.00% | No change | 6,197 | $1.2M |
| Monument Group Wealth Advisors, LLC | 0.75% | Reduce -1.1% | 6,186 | $1.2M |
| Topel & Distasi Wealth Management, LLC | 0.51% | No change | 6,148 | $1.2M |
| Schwallier Wealth Management LLC | 0.88% | Add +4.1% | 6,144 | $1.2M |
| NewEdge Wealth, LLC | 0.02% | Add +16.3% | 6,137 | $1.2M |
| Lido Advisors, LLC | 0.01% | Reduce -6.7% | 6,132 | $1.2M |
| Clarity Capital Advisors, LLC | 0.88% | Add +8.6% | 6,077 | $1.2M |
| Richardson Financial Services Inc. | 0.77% | Add +0.9% | 6,676 | $1.2M |
| Arbor Investment Advisors, LLC | 0.16% | Add +0.1% | 6,054 | $1.2M |
| Schechter Investment Advisors, LLC | 0.09% | Add +20.4% | 6,012 | $1.2M |
| Evolution Wealth Advisors, LLC | 0.22% | Reduce -25.9% | 5,975 | $1.2M |
| Clear Point Advisors Inc. | 0.92% | Reduce -3.8% | 5,918 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -9.3% | 5,918 | $1.2M |
| LongView Wealth Management | 0.38% | Add +4.1% | 5,899 | $1.2M |
| Lindbrook Capital, LLC | 0.10% | No change | 5,865 | $1.2M |
| Insight Advisors, LLC/ PA | 0.20% | Reduce -0.4% | 5,864 | $1.2M |
| Strategic Financial Partners, Ltd. | 0.60% | Add +2.6% | 5,840 | $1.2M |
| Legacy Edge Advisors, LLC | 0.19% | Reduce -11.7% | 5,823 | $1.2M |
| Blue Trust, Inc. | 0.02% | Add +5.6% | 6,370 | $1.2M |
| Octavia Wealth Advisors, LLC | 0.14% | Reduce -11.9% | 5,774 | $1.2M |
| Quadrant Capital Group LLC | 0.08% | Add +26.0% | 5,758 | $1.2M |
| Dentgroup LLC | 0.86% | Reduce -8.3% | 5,739 | $1.2M |
| Chatham Capital Group, Inc. | 0.19% | No change | 5,715 | $1.1M |
| Meridian Financial Advisors, LLC | 0.76% | Add +7.4% | 5,686 | $1.1M |
| Wealth Alliance, LLC | 0.14% | Add +7.5% | 5,671 | $1.1M |
| Capasso Planning Partners LLC | 0.33% | Reduce -19.1% | 5,646 | $1.1M |
| Perennial Investment Advisors, LLC | 0.15% | Add +0.7% | 5,609 | $1.1M |
| Transcend Capital Advisors, LLC | 0.08% | Reduce -7.8% | 5,584 | $1.1M |
| BSW Wealth Partners | 0.17% | Add +1.7% | 5,571 | $1.1M |
| GHP Investment Advisors, Inc. | 0.05% | Reduce -1.9% | 5,553 | $1.1M |
| Arbor Trust Wealth Advisors, LLC | 0.58% | No change | 6,041 | $1.1M |
| Physician Wealth Advisors, Inc. | 0.20% | Add +12.1% | 5,470 | $1.1M |
| Institute for Wealth Management, LLC. | 0.14% | Reduce -0.4% | 5,510 | $1.1M |
| Meritas Wealth Management, LLC | 0.68% | Reduce -0.6% | 5,480 | $1.1M |
| Main Street Financial Solutions, LLC | 0.10% | Reduce -4.1% | 5,466 | $1.1M |
| Beacon Financial Advisory LLC | 0.37% | Reduce -1.5% | 5,438 | $1.1M |
| Insigneo Advisory Services, LLC | 0.11% | Add +2.5% | 5,434 | $1.1M |
| Moisand Fitzgerald Tamayo, LLC | 0.15% | Reduce -1.9% | 5,429 | $1.1M |
| TruNorth Capital Management, LLC | 0.32% | No change | 5,403 | $1.1M |
| Trust Co | 0.13% | Reduce -17.0% | 5,373 | $1.1M |
| Diversify Advisory Services, LLC | 0.06% | Reduce -17.5% | 5,370 | $1.1M |
| Compass Financial Group, INC | 0.21% | Reduce -0.7% | 5,344 | $1.1M |
| Keb Asset Management, LLC | 0.32% | Reduce -1.6% | 5,330 | $1.1M |
| MidAtlantic Capital Management, Inc. | 0.78% | Add +4.4% | 5,326 | $1.1M |
| Brand Asset Management Group, Inc. | 0.42% | Reduce -1.3% | 5,296 | $1.1M |
| Empowered Funds, LLC | 0.02% | No change | 5,282 | $1.1M |
| Carlson Capital Management | 0.04% | Reduce -0.1% | 5,265 | $1.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.09% | Add +12.3% | 5,258 | $1.1M |
| King Wealth Management Group | 0.16% | Reduce -7.1% | 5,211 | $1.0M |
| Klingman & Associates, LLC | 0.06% | Add +0.0% | 5,210 | $1.0M |
| Iron Gate Global Advisors LLC | 0.15% | Add +0.6% | 5,200 | $1.0M |
| First National Bank of Mount Dora, Trust Investment Services | 0.24% | No change | 5,196 | $1.0M |
| Kathmere Capital Management, LLC | 0.10% | Reduce -0.3% | 5,087 | $1.0M |
| Aveo Capital Partners, LLC | 0.11% | Reduce -0.2% | 5,072 | $1.0M |
| Larson Financial Group LLC | 0.06% | Add +2.8% | 5,069 | $1.0M |
| Uptick Partners, LLC | 0.43% | Reduce -9.7% | 5,060 | $1.0M |
| Consolidated Portfolio Review Corp | 0.23% | Add +1.2% | 5,043 | $1.0M |
| Arete Wealth Advisors, LLC | 0.09% | Reduce -4.8% | 5,014 | $1.0M |
| Intellectus Partners, LLC | 0.26% | Add +32.5% | 4,989 | $1.0M |
| Fidelity D & D Bancorp Inc. | 0.66% | No change | 4,977 | $999K |
| Montag A & Associates Inc. | 0.05% | Add +0.1% | 4,961 | $996K |
| Compound Planning, Inc. | 0.06% | Reduce -38.8% | 4,941 | $992K |
| Vannoy Advisory Group, Inc. | 0.72% | Reduce -5.9% | 4,941 | $992K |
| Waller Financial Planning Group, Inc. | 0.25% | No change | 4,928 | $990K |
| Canandaigua National Bank & Trust Co. | 0.09% | Reduce -27.5% | 4,923 | $988K |
| Wedbush Securities Inc. | 0.04% | Reduce -6.5% | 4,890 | $982K |
| Silverlake Wealth Management LLC | 0.38% | Add +6.8% | 4,885 | $981K |
| Trust Co of the South | 0.21% | No change | 4,856 | $975K |
| Strategic Financial Concepts, LLC | 0.31% | Reduce -98.0% | 4,855 | $975K |
| Burns Matteson Capital Management, LLC | 0.54% | Reduce -14.4% | 4,801 | $964K |
| HFG Advisors, Inc. | 0.85% | Reduce -3.3% | 4,800 | $964K |
| UNIVEST FINANCIAL Corp | 0.06% | New | 4,796 | $963K |
| Resurgent Financial Advisors LLC | 0.56% | Add +7.0% | 4,767 | $957K |
| Caldwell Trust Co | 0.10% | Reduce -1.0% | 4,746 | $953K |
| Jacobi Capital Management LLC | 0.07% | Reduce -12.9% | 4,746 | $953K |
| St. Louis Trust Co | 0.13% | No change | 4,727 | $949K |
| Flagstar Securities, Inc. | 0.24% | Add +5.5% | 4,720 | $948K |
| Mission Wealth Management, LP | 0.02% | Add +11.9% | 4,694 | $942K |
| Weitzel Financial Services, Inc. | 0.44% | Add +3.9% | 4,737 | $941K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -15.7% | 4,644 | $932K |
| Bowman & Co S.C. | 0.49% | Reduce -2.4% | 4,634 | $931K |
| Goelzer Investment Management, Inc. | 0.05% | Reduce -5.2% | 4,625 | $929K |
| Hoge Financial Services, LLC | 0.69% | Add +1.1% | 4,570 | $917K |
| Financial Alternatives, Inc | 0.64% | No change | 4,556 | $915K |
| Galvin, Gaustad & Stein, LLC | 0.08% | Reduce -8.6% | 4,545 | $913K |
| Battery Global Advisors, LLC | 0.50% | No change | 4,545 | $913K |
| Evoke Wealth, LLC | 0.02% | Add +30.8% | 4,545 | $913K |
| Hart & Patterson Financial Group LLC | 0.43% | Reduce -10.3% | 4,536 | $911K |
| Dorsey & Whitney Trust CO LLC | 0.05% | Add +2.9% | 4,526 | $909K |
| High Net Worth Advisory Group LLC | 0.25% | Add +46.5% | 4,521 | $908K |
| Kingswood Wealth Advisors, LLC | 0.06% | New | 4,501 | $904K |
| Conrad Siegel Investment Advisors, Inc. | 0.24% | Reduce -10.9% | 4,457 | $895K |
| BKM Wealth Management, LLC | 0.36% | Add +7.4% | 4,446 | $893K |
| RS Crum Inc. | 0.21% | Reduce -3.0% | 4,433 | $890K |
| Smithfield Trust Co | 0.04% | Reduce -1.0% | 4,432 | $889K |
| One Day In July LLC | 0.10% | Add +0.2% | 4,400 | $884K |
| Lion Street Advisors, LLC | 0.31% | Reduce -34.5% | 4,394 | $882K |
| Ritholtz Wealth Management | 0.03% | Add +218.9% | 4,392 | $882K |
| Canal Capital Management, LLC | 0.14% | No change | 4,382 | $880K |
| MIdWestOne Financial Group, Inc. | 0.12% | Reduce -26.2% | 4,381 | $880K |
| Disciplined Investments, LLC | 0.43% | Add +0.7% | 4,369 | $877K |
| SageView Advisory Group, LLC | 0.04% | Reduce -15.7% | 4,348 | $873K |
| Willner & Heller, LLC | 0.77% | Add +1.7% | 4,326 | $869K |
| City Holding Co. | 0.12% | Add +0.3% | 4,310 | $865K |
| Gladstone Institutional Advisory LLC | 0.04% | Add +13.2% | 4,301 | $863K |
| Tyche Wealth Partners LLC | 0.19% | Add +0.0% | 4,285 | $860K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -44.6% | 4,285 | $860K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -44.6% | 4,285 | $860K |
| Legacies Wealth LLC | 0.68% | No change | 4,251 | $854K |
| Vantage Financial Partners, LLC | 0.21% | Reduce -12.4% | 4,232 | $850K |
| Diversified, LLC | 0.09% | Add +0.3% | 4,207 | $845K |
| Diversified Enterprises, LLC | 0.09% | — | 4,207 | $845K |
| Clarius Group, LLC | 0.06% | Reduce -2.4% | 4,199 | $843K |
| Neuberger Berman Group LLC | 0.00% | Reduce -4.9% | 4,162 | $836K |
| Wealth Quarterback LLC | 0.43% | Add +1.5% | 4,093 | $822K |
| Nemes Rush Group LLC | 0.12% | Add +1.5% | 4,278 | $821K |
| Quantinno Capital Management LP | 0.01% | New | 4,080 | $819K |
| Raffa Wealth Management, LLC | 0.20% | Reduce -0.5% | 4,076 | $817K |
| Painted Porch Advisors LLC | 0.41% | Add +4.0% | 4,054 | $814K |
| Jackson Creek Investment Advisors LLC | 0.24% | Reduce -4.2% | 4,023 | $808K |
| Wrapmanager Inc. | 0.21% | Reduce -11.8% | 4,017 | $807K |
| Kovack Advisors, Inc. | 0.09% | Add +3.1% | 4,016 | $806K |
| American Money Management, LLC | 0.16% | Reduce -4.0% | 4,001 | $803K |
| Hemington Wealth Management | 0.22% | No change | 4,040 | $803K |
| Parkside Financial Bank & Trust | 0.11% | Reduce -0.1% | 3,940 | $791K |
| Caitlin John, LLC | 0.51% | Add +0.8% | 3,759 | $791K |
| Embree Financial Group | 0.14% | Add +0.1% | 3,928 | $789K |
| Chesley Taft & Associates LLC | 0.04% | Reduce -2.5% | 3,927 | $788K |
| Armbruster Capital Management, Inc. | 0.16% | Add +0.2% | 3,916 | $786K |
| Legacy Private Trust Co. | 0.05% | No change | 3,910 | $785K |
| Millennium Management | 0.00% | Reduce -49.2% | 3,906 | $784K |
| Cibc World Market Inc. | 0.00% | Add +0.5% | 3,903 | $784K |
| Sightline Wealth Advisors, LLC | 0.43% | Add +6.9% | 3,897 | $782K |
| Graves Light Lenhart Wealth, Inc. | 0.10% | No change | 3,879 | $779K |
| Spreng Capital Management, Inc. | 0.37% | New | 3,873 | $778K |
| Altiora Financial Group, LLC | 0.17% | No change | 3,860 | $775K |
| Carolinas Wealth Consulting LLC | 0.14% | Add +2.5% | 3,855 | $774K |
| Anchor Investment Management, LLC | 0.07% | Add +1.0% | 3,843 | $772K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.37% | Reduce -11.5% | 3,808 | $765K |
| Integrity Financial Corp | 0.45% | Add +11.7% | 3,799 | $763K |
| Accretive Wealth Partners, LLC | 0.32% | Reduce -1.3% | 3,768 | $756K |
| IFG Advisors, LLC | 0.16% | Add +0.8% | 3,765 | $756K |
| Quantum Financial Advisors, LLC | 0.12% | No change | 3,753 | $753K |
| Visionary Wealth Advisors | 0.05% | Reduce -0.2% | 3,752 | $753K |
| TAP Consulting, LLC | 0.15% | Add +1.0% | 3,718 | $746K |
| Granite FO LLC | 0.42% | Reduce -0.0% | 3,714 | $746K |
| Lake Street Private Wealth, LLC | 0.12% | Add +0.1% | 3,713 | $746K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.3% | 3,704 | $744K |
| Journey Strategic Wealth LLC | 0.03% | New | 3,695 | $742K |
| Snowden Capital Advisors LLC | 0.02% | Add +10.1% | 3,673 | $737K |
| Hexagon Capital Partners LLC | 0.14% | Reduce -4.5% | 3,667 | $736K |
| Life Planning Partners, Inc | 0.65% | Reduce -3.0% | 3,599 | $723K |
| McLean Asset Management Corp | 0.22% | Add +0.3% | 3,615 | $721K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -21.4% | 3,587 | $720K |
| Agate Pass Investment Management, LLC | 0.36% | Reduce -2.7% | 3,576 | $718K |
| McDonald Partners LLC | 0.18% | No change | 3,569 | $717K |
| Pekin Hardy Strauss, Inc. | 0.09% | Add +37.2% | 3,556 | $714K |
| Parcion Private Wealth LLC | 0.06% | Reduce -2.1% | 3,550 | $713K |
| Objective Capital Management, LLC | 0.42% | — | 3,547 | $712K |
| Cozad Asset Management Inc. | 0.07% | Add +0.0% | 3,543 | $711K |
| JT Stratford LLC | 0.12% | Add +22.1% | 3,543 | $711K |
| Franklin Resources Inc. | 0.00% | Reduce -9.3% | 3,515 | $711K |
| Woodmont Investment Counsel LLC | 0.05% | Reduce -15.5% | 3,535 | $710K |
| Madison Wealth Partners, Inc | 0.21% | New | 3,526 | $708K |
| Precedent Wealth Partners, LLC | 0.23% | Reduce -5.7% | 3,510 | $705K |
| Soltis Investment Advisors LLC | 0.07% | New | 3,501 | $703K |
| Becker Capital Management Inc. | 0.02% | Add +1.8% | 3,500 | $703K |
| Renaissance Technologies | 0.00% | New | 3,500 | $703K |
| Cascade Wealth Advisors, Inc | 0.50% | No change | 3,460 | $695K |
| Landmark Wealth Management, LLC | 0.30% | New | 3,453 | $693K |
| Libra Wealth LLC | 0.27% | Add +0.6% | 3,406 | $684K |
| Continuum Advisory, LLC | 0.09% | Add +3.0% | 3,254 | $678K |
| Sensible Financial Planning & Management, LLC. | 0.13% | New | 3,379 | $678K |
| Trilogy Capital Inc. | 0.03% | Reduce -1.6% | 3,333 | $669K |
| Citizens Financial Group Inc. | 0.01% | Add +8.4% | 3,325 | $668K |
| Proficio Capital Partners LLC | 0.07% | Reduce -57.4% | 3,310 | $665K |
| Lane & Associates LLC | 0.36% | Reduce -0.1% | 3,295 | $661K |
| Brass Tax Wealth Management, Inc. | 0.14% | Add +3.8% | 3,285 | $660K |
| Evergreen Capital Management LLC | 0.02% | No change | 3,281 | $659K |
| Exchange Bank | 0.53% | Add +7.9% | 3,255 | $654K |
| Busey Bank | 0.02% | No change | 3,252 | $653K |
| WMS Partners, LLC | 0.04% | Reduce -2.9% | 3,204 | $643K |
| HBK Sorce Advisory LLC | 0.02% | Add +28.2% | 3,184 | $639K |
| NorthRock Partners, LLC | 0.02% | Reduce -16.3% | 3,182 | $639K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +2.7% | 3,182 | $639K |
| Western Wealth Management, LLC | 0.04% | Reduce -2.2% | 3,169 | $636K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Reduce -4.7% | 3,166 | $636K |
| Fortune Financial Advisors, LLC | 0.58% | Reduce -0.3% | 3,164 | $635K |
| Stonebridge Financial Planning Group, LLC | 0.30% | Reduce -1.6% | 3,155 | $633K |
| Gibson Capital, LLC | 0.13% | Add +6.6% | 3,152 | $633K |
| Bedel Financial Consulting, Inc. | 0.09% | Add +0.4% | 3,145 | $631K |
| HUB Investment Partners, LLC | 0.03% | Add +10.6% | 3,144 | $631K |
| TCI Wealth Advisors, Inc. | 0.05% | Reduce -5.4% | 3,126 | $628K |
| Freestone Capital Holdings, LLC | 0.02% | Add +57.6% | 3,124 | $627K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -1.1% | 3,097 | $622K |
| Rockwood Wealth Management, LLC | 0.07% | Add +1.0% | 3,096 | $622K |
| Abbot Financial Management, Inc. | 0.31% | Add +7.9% | 3,085 | $619K |
| Country Club Bank | 0.04% | No change | 3,087 | $619K |
| Wealthstream Advisors, Inc. | 0.11% | Add +0.4% | 3,078 | $618K |
| SOL Capital Management CO | 0.07% | No change | 3,075 | $617K |
| Hoxton Planning & Management, LLC | 0.24% | Reduce -0.7% | 3,058 | $614K |
| Apexium Financial, LP | 0.04% | Add +2.7% | 3,049 | $612K |
| Resolute Advisors LLC | 0.13% | Add +1.0% | 3,046 | $612K |
| Essex Private Wealth Management, LLC | 1.44% | Reduce -0.3% | 3,043 | $611K |
| Unconventional Investor, LLC | 0.38% | Add +0.4% | 3,035 | $609K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.17% | No change | 3,012 | $605K |
| Schrum Private Wealth Management LLC | 0.31% | Add +100.0% | 3,008 | $604K |
| Guardian Wealth Management, Inc. | 0.42% | Add +59.0% | 2,965 | $595K |
| Roffman Miller Associates Inc. | 0.04% | Reduce -2.4% | 2,941 | $590K |
| Silver Oak Advisory Group, Inc. | 0.30% | Reduce -0.9% | 2,925 | $587K |
| Westhampton Capital, LLC | 0.30% | New | 2,920 | $586K |
| Private Trust Co. NA | 0.06% | Reduce -1.6% | 2,913 | $585K |
| Crestwood Advisors Group, LLC | 0.01% | Add +0.1% | 2,906 | $584K |
| Collaborative Wealth Managment Inc. | 0.26% | Reduce -0.7% | 2,901 | $582K |
| Kiely Wealth Advisory Group, Inc. | 0.37% | Add +4.5% | 2,740 | $580K |
| Townsend Asset Management Corp. /NC/ | 0.22% | Add +9.5% | 2,888 | $580K |
| Talon Private Wealth, LLC | 0.12% | — | 2,884 | $579K |
| Tennessee Valley Asset Management Partners | 0.10% | Reduce -52.5% | 2,883 | $579K |
| Centaurus Financial, Inc. | 0.04% | Add +5.0% | 2,872 | $577K |
| Anderson Hoagland & Co. | 0.06% | No change | 2,881 | $575K |
| Camelot Technology Advisors, Inc. | 0.51% | Add +0.0% | 2,851 | $572K |
| TrinityPoint Wealth, LLC | 0.08% | Reduce -0.3% | 2,850 | $572K |
| Founders Financial Securities LLC | 0.05% | Reduce -9.1% | 2,847 | $572K |
| Apeiron RIA LLC | 0.16% | Add +1.9% | 2,823 | $567K |
| Qube Research & Technologies Ltd | 0.00% | Add +14.9% | 2,805 | $563K |
| Centennial Bank | 0.26% | Add +1.8% | 2,800 | $562K |
| TFO Wealth Partners, LLC | 0.11% | Reduce -14.4% | 2,800 | $562K |
| Godsey & Gibb, Inc. | 0.05% | No change | 2,791 | $560K |
| Tyler-Stone Wealth Management | 0.11% | Add +101.6% | 2,784 | $559K |
| Elm Partners Management LLC | 0.04% | Add +40.8% | 2,777 | $558K |
| Bleakley Financial Group, LLC | 0.02% | Add +1.5% | 2,770 | $556K |
| ERn Financial, LLC | 0.08% | No change | 2,769 | $556K |
| MWA Asset Management | 0.37% | Add +0.0% | 2,768 | $556K |
| Empirical Asset Management, LLC | 0.20% | No change | 2,765 | $555K |
| Glassman Wealth Services | 0.09% | No change | 2,759 | $554K |
| Debussy Capital Management LP | 0.16% | No change | 2,751 | $552K |
| Glenview Trust Co | 0.01% | No change | 2,748 | $552K |
| Beckerman Institutional, LLC | 0.46% | — | 2,742 | $551K |
| RFP Financial Group LLC | 0.18% | No change | 2,742 | $551K |
| Windsor Advisory Group, LLC | 0.62% | No change | 2,720 | $546K |
| Family Investment Center, Inc. | 0.14% | Add +0.6% | 2,719 | $546K |
| Verdence Capital Advisors LLC | 0.04% | Add +1.9% | 2,717 | $546K |
| Sonoma Private Wealth LLC | 0.85% | Reduce -5.6% | 2,717 | $546K |
| Aviso Wealth Management | 0.30% | No change | 2,712 | $544K |
| Bruce G. Allen Investments, LLC | 0.42% | Add +459.2% | 2,712 | $544K |
| Apollon Financial, LLC | 0.16% | No change | 2,674 | $537K |
| Dopkins Wealth Management, LLC | 0.43% | Reduce -10.8% | 2,671 | $536K |
| Walter & Keenan Wealth Management LLC /in/ | 0.16% | Add +0.8% | 2,671 | $536K |
| Greenline Partners, LLC | 0.08% | No change | 2,660 | $534K |
| Quarry Hill Advisors, LLC | 0.36% | Reduce -0.2% | 2,652 | $532K |
| Elevation Wealth Partners, LLC | 0.23% | Add +0.3% | 2,652 | $532K |
| Atticus Wealth Management, LLC | 0.17% | Add +0.8% | 2,651 | $532K |
| Red Wave Investments LLC | 0.19% | No change | 2,647 | $531K |
| Droms Strauss Advisors Inc. /Mo/ | 0.19% | Add +9.6% | 2,642 | $531K |
| Novak & Powell Financial Services, Inc. | 0.31% | No change | 2,641 | $530K |
| Cutler Investment Counsel LLC | 0.07% | No change | 2,633 | $529K |
| Carnegie Investment Counsel | 0.02% | Reduce -25.5% | 2,632 | $528K |
| Pointe Capital Management LLC | 0.31% | No change | 2,617 | $525K |
| Smith Thornton Advisors LLC | 0.34% | No change | 2,602 | $522K |
| QRG Capital Management, Inc. | 0.01% | Add +43.3% | 2,600 | $522K |
| Passumpsic Savings Bank | 0.34% | Add +11.5% | 2,589 | $520K |
| Tradewinds, LLC. | 0.16% | Reduce -32.3% | 2,582 | $518K |
| PAX Financial Group, LLC | 0.09% | Reduce -8.1% | 2,575 | $517K |
| Versant Capital Management, Inc | 0.12% | Reduce -0.5% | 2,563 | $515K |
| Drucker Wealth 3.0, LLC | 0.12% | Reduce -2.4% | 2,548 | $512K |
| Prosperity Consulting Group, LLC | 0.04% | Add +60.5% | 2,546 | $511K |
| Revisor Wealth Management LLC | 0.32% | Reduce -7.5% | 2,528 | $508K |
| Investmark Advisory Group LLC | 0.25% | Add +0.2% | 2,525 | $507K |
| Modern Wealth Management, LLC | 0.03% | Reduce -0.6% | 2,446 | $491K |
| Procyon Advisors, LLC | 0.03% | Add +14.8% | 2,445 | $491K |
| Pension & Wealth Management Advisors, Inc. | 0.25% | Add +0.7% | 2,441 | $490K |
| Seed Wealth Management, Inc. | 0.39% | No change | 2,440 | $490K |
| First National Bank Sioux Falls | 0.22% | Reduce -9.3% | 2,428 | $487K |
| Taylor & Morgan Wealth Management, LLC | 0.33% | Reduce -13.1% | 2,414 | $485K |
| Round Rock Advisors LLC | 0.11% | No change | 2,405 | $483K |
| Aspen Grove Capital, LLC | 0.11% | Add +0.0% | 2,400 | $482K |
| Rinkey Investments | 0.16% | No change | 2,392 | $480K |
| Summit Trail Advisors, LLC | 0.01% | Add +20.2% | 2,389 | $480K |
| Selective Wealth Management, Inc. | 0.20% | Reduce -5.7% | 2,416 | $478K |
| Wambolt & Associates, LLC | 0.13% | Reduce -12.6% | 2,399 | $478K |
| Narus Financial Partners, LLC | 0.17% | Reduce -0.6% | 2,374 | $477K |
| Staley Capital Advisers Inc. | 0.02% | No change | 2,371 | $476K |
| NorthStar Asset Management LLC | 0.32% | Add +0.5% | 2,366 | $475K |
| EPIQ Capital Group, LLC | 0.14% | Add +1.0% | 2,360 | $474K |
| Dakota Wealth Management | 0.01% | Reduce -4.8% | 2,353 | $473K |
| Salem Investment Counselors Inc. | 0.01% | Add +1.0% | 2,330 | $468K |
| Lodestone Wealth Management LLC | 0.23% | Reduce -8.5% | 2,323 | $466K |
| Pinnacle Associates Ltd. | 0.01% | Add +30.0% | 2,580 | $464K |
| Eagle Rock Investment Company, LLC | 0.08% | Reduce -0.1% | 2,303 | $462K |
| Cypress Point Wealth Management, LLC | 0.18% | Add +1.4% | 2,295 | $461K |
| Bell Investment Advisors, Inc | 0.08% | Add +8.9% | 2,274 | $457K |
| Lakewood Asset Management LLC | 0.31% | Add +36.7% | 2,266 | $455K |
| Ballentine Capital Advisors, Inc | 0.23% | Reduce -0.5% | 2,264 | $455K |
| Ariadne Wealth Management, LP | 0.25% | Reduce -6.7% | 2,145 | $452K |
| Cambridge Capital Management, LLC | 0.30% | New | 2,253 | $452K |
| Milestone Investment Advisors LLC | 0.13% | Add +65.9% | 2,241 | $450K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +12.7% | 2,241 | $450K |
| Hibernia Wealth Partners, LLC | 0.15% | New | 2,224 | $447K |
| Ridgewood Investments LLC | 0.22% | Reduce -4.4% | 2,209 | $444K |
| Summit Wealth Partners, LLC | 0.08% | Add +2.4% | 2,189 | $440K |
| McClarren Financial Advisors, Inc. | 0.06% | Reduce -2.6% | 4,798 | $438K |
| Citadel Advisors | 0.00% | Reduce -88.5% | 2,178 | $437K |
| Financial Futures Ltd Liability Co. | 0.25% | No change | 2,151 | $432K |
| Dearborn Partners LLC | 0.02% | No change | 2,143 | $430K |
| Rooted Wealth Advisors, Inc. | 0.19% | Reduce -1.5% | 2,159 | $428K |
| Pettyjohn, Wood & White, Inc. | 0.08% | No change | 2,120 | $426K |
| Keystone Financial Group | 0.05% | New | 2,120 | $426K |
| Inspire Advisors, LLC | 0.05% | Reduce -4.3% | 2,111 | $424K |
| NWF Advisory Services Inc. | 0.06% | Reduce -19.4% | 2,108 | $423K |
| Mayfair Advisory Group, LLC | 0.27% | Add +23.6% | 2,118 | $423K |
| Oldfather Financial Services, LLC | 0.16% | No change | 2,096 | $421K |
| Root Financial Partners, LLC | 0.07% | New | 2,090 | $420K |
| Key Client Fiduciary Advisors, LLC | 0.19% | Reduce -9.8% | 2,089 | $419K |
| Columbia Advisory Partners LLC | 0.40% | New | 2,084 | $418K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -7.5% | 2,084 | $418K |
| SignalPoint Asset Management, LLC | 0.10% | Reduce -4.0% | 2,086 | $418K |
| West Financial Advisors, LLC | 0.08% | No change | 2,079 | $417K |
| Pinnacle Bancorp, Inc. | 0.11% | Add +0.7% | 2,076 | $417K |
| Fidelis Capital Partners, LLC | 0.05% | Add +11.2% | 2,085 | $417K |
| Vista Capital Partners, Inc. | 0.05% | Reduce -7.3% | 2,072 | $416K |
| Cahill Wealth Management, LLC | 0.21% | No change | 2,072 | $416K |
| WoodTrust Financial Corp | 0.06% | Add +5.2% | 2,067 | $415K |
| Dominguez Wealth Management Solutions, Inc. | 0.30% | Reduce -0.4% | 2,062 | $414K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -5.5% | 2,058 | $413K |
| Provident Wealth Management, LLC | 0.14% | No change | 2,057 | $413K |
| KKM Financial LLC | 0.20% | No change | 2,049 | $411K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +0.8% | 2,042 | $410K |
| Brightwater Advisory LLC | 0.30% | Reduce -23.8% | 2,039 | $409K |
| Burney Co./ | 0.01% | Reduce -1.0% | 2,030 | $408K |
| Villere St Denis J & Co. LLC | 0.03% | No change | 2,022 | $406K |
| Accredited Investors Inc. | 0.02% | No change | 2,015 | $405K |
| DGS Capital Management, LLC | 0.11% | Add +0.1% | 2,008 | $403K |
| Hardin Capital Partners, LLC | 0.23% | Reduce -12.8% | 2,037 | $403K |
| Bantamac Capital, LLC | 0.19% | No change | 2,000 | $402K |
| Rathbones Group PLC | 0.00% | No change | 2,000 | $402K |
| Athena Investment Management | 0.23% | No change | 1,998 | $401K |
| Meeder Advisory Services, Inc. | 0.03% | New | 1,998 | $401K |
| BLB&B Advisors, LLC | 0.02% | Add +4.0% | 1,985 | $399K |
| Harbor Investment Advisory, LLC | 0.04% | Add +0.6% | 1,980 | $398K |
| Elyxium Wealth, LLC | 0.22% | — | 1,978 | $397K |
| National Bank of Canada | 0.00% | Add +211.4% | 1,965 | $395K |
| Cadence Bank | 0.03% | Reduce -0.3% | 1,960 | $394K |
| Stephens Consulting, LLC | 0.10% | Reduce -11.9% | 1,956 | $393K |
| Keel Point, LLC | 0.03% | Add +1.7% | 1,949 | $391K |
| Summit Financial Strategies, Inc. | 0.04% | Add +2.9% | 1,943 | $390K |
| Aptus Capital Advisors, LLC | 0.01% | Add +12.8% | 1,939 | $389K |
| HSBC Holdings PLC | 0.00% | Reduce -51.8% | 1,937 | $389K |
| Adamsbrown Wealth Consultants LLC | 0.13% | No change | 1,936 | $389K |
| Certified Advisory Corp | 0.04% | Add +7.1% | 1,933 | $388K |
| Sapient Capital LLC | 0.01% | No change | 1,932 | $388K |
| Wilson & Boucher Capital Management, LLC | 0.27% | No change | 1,921 | $386K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.21% | No change | 1,920 | $385K |
| Thrive Wealth Management, LLC | 0.07% | Reduce -2.4% | 1,919 | $385K |
| Fiduciary Trust Co | 0.01% | New | 1,902 | $382K |
| CGC Financial Services, LLC | 0.15% | No change | 1,901 | $382K |
| Team Hewins, LLC | 0.15% | No change | 1,899 | $381K |
| SteelPeak Wealth, LLC | 0.02% | Add +0.7% | 1,899 | $381K |
| Curi Capital, LLC | 0.01% | Add +13.8% | 1,894 | $380K |
| Investments & Financial Planning, LLC | 0.24% | Reduce -35.4% | 1,892 | $380K |
| Strategic Blueprint, LLC | 0.02% | Reduce -50.9% | 1,888 | $379K |
| Evercore Wealth Management, LLC | 0.01% | Reduce -2.6% | 1,885 | $378K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -0.5% | 1,884 | $378K |
| Skyline Advisors, Inc. | 0.16% | No change | 1,883 | $378K |
| SpiderRock Advisors, LLC | 0.01% | New | 1,882 | $378K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.09% | No change | 1,878 | $377K |
| Pure Portfolios Holdings LLC | 0.14% | — | 1,873 | $376K |
| Venturi Wealth Management, LLC | 0.02% | Add +843.9% | 1,869 | $375K |
| Capital Advisors, Ltd. LLC | 0.05% | No change | 1,869 | $375K |
| Camelot Portfolios, LLC | 0.37% | Reduce -14.6% | 1,865 | $375K |
| Next Level Private LLC | 0.15% | Reduce -0.3% | 1,860 | $373K |
| New Hampshire Trust | 0.08% | No change | 1,854 | $372K |
| HHM Wealth Advisors, LLC | 0.05% | No change | 1,852 | $372K |
| Twin Focus Capital Partners, LLC | 0.06% | No change | 1,850 | $371K |
| Park Edge Advisors, LLC | 0.11% | Add +0.2% | 1,849 | $371K |
| Solutions 4 Wealth, Ltd | 0.72% | No change | 1,841 | $370K |
| Lodestar Private Asset Management LLC | 0.05% | Reduce -0.4% | 1,834 | $368K |
| Cascade Financial Partners, LLC | 0.05% | Add +6.4% | 1,831 | $368K |
| Benchmark Wealth Management, LLC | 0.18% | Add +12.8% | 1,827 | $367K |
| Barnes Pettey Financial Advisors, LLC | 0.29% | Reduce -0.6% | 1,819 | $365K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Add +8.7% | 1,816 | $365K |
| Appleton Partners Inc. | 0.03% | Reduce -0.3% | 1,811 | $364K |
| Client 1ST Advisory Group, LLC | 0.14% | No change | 1,806 | $363K |
| Accurate Wealth Management, LLC | 0.07% | Reduce -4.7% | 1,783 | $361K |
| GPS Wealth Strategies Group, LLC | 0.05% | Add +19.4% | 1,793 | $360K |
| American National Bank & Trust | 0.04% | Reduce -0.6% | 1,791 | $360K |
| Russell Investments Group, Ltd. | 0.00% | Add +18.9% | 1,763 | $354K |
| Cidel Asset Management Inc. | 0.03% | No change | 1,760 | $353K |
| Nicolet Advisory Services, LLC | 0.03% | Reduce -3.5% | 1,789 | $353K |
| Cedrus LLC | 0.13% | Reduce -8.6% | 1,756 | $353K |
| PGIM Custom Harvest LLC | 0.01% | Add +9.7% | 1,754 | $352K |
| Weik Capital Management | 0.14% | No change | 1,750 | $351K |
| Daymark Wealth Partners, LLC | 0.01% | Add +26.4% | 1,745 | $350K |
| Grand Wealth Management, LLC | 0.20% | No change | 1,743 | $350K |
| Sterling Investment Counsel, LLC | 0.12% | Reduce -0.2% | 1,742 | $350K |
| Guidance Capital, Inc. | 0.11% | Add +31.2% | 1,703 | $349K |
| Austin Wealth Management, LLC | 0.08% | Reduce -1.4% | 1,768 | $349K |
| Obsidian Personal Planning Solutions LLC | 0.18% | Reduce -1.6% | 1,748 | $348K |
| Jag Capital Management, LLC | 0.04% | No change | 1,730 | $347K |
| Total Investment Management Inc. | 0.04% | Reduce -1.7% | 1,718 | $345K |
| CM Wealth Advisors LLC | 0.11% | No change | 1,711 | $344K |
| Nottingham Advisors, Inc. | 0.04% | New | 1,706 | $343K |
| Fortis Capital Advisors, LLC | 0.11% | New | 1,704 | $342K |
| Canandaigua National Trust Co of Florida | 0.29% | — | 1,701 | $342K |
| Melfa Wealth Management, Inc. | 0.22% | Reduce -6.5% | 1,696 | $341K |
| Washington Trust Advisors, Inc. | 0.03% | Reduce -24.3% | 1,685 | $338K |
| Marco Investment Management LLC | 0.03% | No change | 1,673 | $336K |
| Tsfg, LLC | 0.07% | Reduce -3.6% | 1,664 | $334K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.09% | Add +17.8% | 1,656 | $332K |
| Kanawha Capital Management LLC | 0.02% | No change | 1,651 | $331K |
| Hazlett, Burt & Watson, Inc. | 0.15% | Reduce -2.7% | 1,660 | $331K |
| Ami Investment Management Inc. | 0.11% | Reduce -26.0% | 1,646 | $331K |
| Unionview, LLC | 0.26% | Add +1.2% | 1,642 | $330K |
| Mattern Capital Management, LLC | 0.04% | No change | 1,638 | $329K |
| Sax Wealth Advisors, LLC | 0.03% | Reduce -17.1% | 1,637 | $329K |
| Willis Johnson & Associates, Inc. | 0.02% | No change | 1,631 | $327K |
| Coppell Advisory Solutions LLC | 0.05% | Add +0.7% | 1,628 | $326K |
| Annandale Capital, LLC | 0.07% | Reduce -0.9% | 1,625 | $326K |
| LPWM LLC | 0.11% | Reduce -4.3% | 1,643 | $324K |
| BWM Planning, LLC | 0.14% | — | 1,615 | $324K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 1,608 | $323K |
| MAS Advisors LLC | 0.69% | Reduce -2.6% | 1,608 | $323K |
| New England Private Wealth Advisors LLC | 0.05% | Add +29.1% | 1,605 | $322K |
| Faithward Advisors, LLC | 0.06% | Add +3.3% | 1,593 | $320K |
| Ceera Investments, LLC | 0.12% | No change | 1,588 | $319K |
| Amplius Wealth Advisors, LLC | 0.03% | Reduce -2.3% | 1,584 | $318K |
| Rovin Capital /Ut/ | 0.12% | Reduce -0.1% | 1,584 | $318K |
| 1ST Source Bank | 0.02% | No change | 1,583 | $318K |
| Capital Investment Advisors, LLC | 0.01% | Add +4.4% | 1,582 | $318K |
| Householder Group Estate & Retirement Specialist, LLC | 0.09% | Reduce -7.2% | 1,581 | $317K |
| Rothschild Capital Partners, LLC | 0.09% | Add +1.7% | 1,565 | $314K |
| Connecticut Wealth Management, LLC | 0.01% | Reduce -6.3% | 1,538 | $309K |
| Gilliland Jeter Wealth Management LLC | 0.10% | Reduce -0.8% | 1,536 | $308K |
| Signaturefd, LLC | 0.01% | Reduce -5.5% | 1,534 | $308K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | Reduce -13.2% | 1,531 | $307K |
| My Personal CFO, LLC | 0.17% | Reduce -31.8% | 1,527 | $307K |
| Argent Advisors, Inc. | 0.11% | No change | 1,525 | $306K |
| Coastwise Capital Group, LLC | 0.25% | Add +14.0% | 1,514 | $304K |
| Uhlmann Price Securities, LLC | 0.24% | — | 1,513 | $304K |
| Clear Creek Financial Management, LLC | 0.03% | Add +0.7% | 1,503 | $302K |
| Summit Asset Management, LLC | 0.03% | No change | 1,500 | $301K |
| Robinson Smith Wealth Advisors LLC | 0.26% | Reduce -1.9% | 1,499 | $301K |
| Horizon Investment Services, LLC | 0.13% | No change | 1,498 | $301K |
| Wolf Group Capital Advisors | 0.14% | Add +43.5% | 1,810 | $299K |
| Willow Creek Wealth Management Inc. | 0.03% | No change | 1,481 | $297K |
| Hill Investment Group Partners, LLC | 0.04% | Reduce -0.1% | 1,646 | $297K |
| Romano Brothers and Company | 0.04% | No change | 1,475 | $296K |
| Gilman Hill Asset Management, LLC | 0.05% | Reduce -27.0% | 1,473 | $296K |
| Colonial Trust Co / SC | 0.05% | Reduce -73.7% | 1,470 | $295K |
| LJI Wealth Management, LLC | 0.06% | Add +2.7% | 1,464 | $294K |
| Sage Financial Management Group, Inc. | 0.11% | New | 1,465 | $294K |
| Marcum Wealth, LLC | 0.03% | Add +0.8% | 1,464 | $294K |
| River Wealth Advisors LLC | 0.04% | New | 1,461 | $293K |
| Performance Wealth Partners, LLC | 0.01% | New | 1,460 | $293K |
| Barlow Wealth Partners, LLC | 0.04% | No change | 1,478 | $293K |
| Legacy Bridge, LLC | 0.16% | No change | 1,458 | $293K |
| Yoder Wealth Management, Inc. | 0.17% | No change | 1,450 | $291K |
| Clark Capital Management Group, Inc. | 0.00% | Add +20.3% | 1,439 | $289K |
| Integral Investment Advisors, Inc. | 0.08% | No change | 1,435 | $288K |
| Lazari Capital Management, Inc. | 0.12% | Add +28.2% | 1,433 | $288K |
| Evensky & Katz LLC | 0.02% | Reduce -7.3% | 1,426 | $286K |
| RHS Financial, LLC | 0.14% | New | 1,424 | $286K |
| Vestia Personal Wealth Advisors | 0.27% | Reduce -0.1% | 1,416 | $284K |
| ICONIQ Capital, LLC | 0.01% | Add +0.9% | 1,411 | $283K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Reduce -1.0% | 1,410 | $283K |
| Columbia Asset Management | 0.05% | No change | 1,408 | $283K |
| Roman Butler Fullerton & Co. | 0.09% | Reduce -1.1% | 1,392 | $282K |
| Ameliora Wealth Management Ltd. | 0.12% | No change | 1,400 | $281K |
| TFC Financial Management, Inc. | 0.04% | Add +0.3% | 1,398 | $281K |
| Creekmur Asset Management LLC | 0.07% | Add +0.9% | 1,392 | $279K |
| Holland Advisory Services, Inc. | 0.36% | Add +1.0% | 1,388 | $279K |
| Fonville Wealth Management LLC | 0.10% | Add +0.1% | 1,387 | $279K |
| WNY Asset Management, LLC | 0.03% | New | 1,387 | $278K |
| Lwmg, LLC | 0.05% | Add +0.7% | 1,385 | $278K |
| Graypoint LLC | 0.02% | Add +0.7% | 1,384 | $278K |
| Wells Financial Advisors INC | 0.38% | Reduce -1.1% | 1,383 | $278K |
| TruWealth Advisors, LLC | 0.02% | No change | 1,379 | $277K |
| Vontobel Holding Ltd. | 0.00% | New | 1,377 | $276K |
| Good Life Advisors, LLC | 0.02% | Reduce -13.3% | 1,375 | $276K |
| W.H. Cornerstone Investments Inc. | 0.19% | Add +0.9% | 1,376 | $276K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | New | 1,373 | $276K |
| BluePointe Capital Management, LLC | 0.18% | No change | 1,373 | $276K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.6% | 1,362 | $274K |
| PFG Investments, LLC | 0.02% | Reduce -37.2% | 1,348 | $271K |
| Smartleaf Asset Management LLC | 0.03% | Add +57.8% | 1,349 | $271K |
| LRI Investments, LLC | 0.03% | Add +16.4% | 1,290 | $269K |
| Claro Advisors Inc. | 0.03% | Reduce -1.0% | 1,338 | $269K |
| First Foundation Advisors | 0.01% | No change | 1,330 | $267K |
| TPG Advisors LLC | 0.21% | New | 1,323 | $266K |
| Claris Advisors, LLC / Mo / | 0.11% | No change | 1,315 | $264K |
| Passive Capital Management, LLC. | 0.09% | Add +0.2% | 1,310 | $263K |
| Sebold Capital Management, Inc. | 0.17% | No change | 1,308 | $263K |
| Cherry Creek Investment Advisors, Inc. | 0.14% | Add +2.8% | 1,305 | $262K |
| Woodard & Co. Asset Management Group Inc. | 0.06% | No change | 1,300 | $261K |
| Apriem Advisors | 0.03% | New | 1,300 | $261K |
| Defined Wealth Management, LLC | 0.17% | No change | 1,299 | $261K |
| Punch & Associates Investment Management, Inc. | 0.01% | Reduce -0.2% | 1,283 | $258K |
| Savvy Advisors, Inc. | 0.05% | Reduce -37.2% | 1,283 | $258K |
| Liberty Capital Management, Inc. | 0.06% | Reduce -0.9% | 1,271 | $255K |
| Bogart Wealth, LLC | 0.01% | Add +1.4% | 1,265 | $254K |
| Caprock Group, LLC | 0.01% | New | 1,262 | $254K |
| Salomon & Ludwin, LLC | 0.03% | Reduce -4.6% | 1,262 | $253K |
| Key Financial Inc | 0.06% | No change | 1,259 | $253K |
| North Star Asset Management Inc. | 0.01% | Add +4.7% | 1,250 | $251K |
| Wealth Group, Ltd. | 0.17% | New | 1,245 | $250K |
| Shared Vision Wealth Group LLC | 0.13% | No change | 1,244 | $250K |
| BetterWealth, LLC | 0.07% | Add +1.0% | 1,242 | $249K |
| Investment Advisory Group, LLC | 0.09% | Reduce -7.6% | 1,238 | $249K |
| Park Place Capital Corp | 0.07% | Add +498.5% | 1,227 | $246K |
| Harbour Capital Advisors, LLC | 0.06% | No change | 1,237 | $246K |
| Schneider Downs Wealth Management Advisors, LP | 0.05% | Add +0.2% | 1,220 | $245K |
| N.E.W. Advisory Services LLC | 0.02% | Reduce -8.7% | 1,215 | $244K |
| Westmount Partners, LLC | 0.07% | New | 1,213 | $244K |
| NDVR, Inc. | 0.25% | No change | 1,215 | $244K |
| Net Worth Advisory Group | 0.07% | — | 1,211 | $243K |
| Lantz Financial LLC | 0.07% | Reduce -25.8% | 1,209 | $243K |
| Adero Partners, LLC | 0.02% | New | 1,209 | $243K |
| Global Assets Advisory, LLC | 0.13% | Add +0.3% | 1,220 | $243K |
| GTS Securities LLC | 0.00% | Reduce -88.0% | 1,207 | $242K |
| Von Berge Wealth Management Group, LLC | 0.15% | Reduce -2.8% | 1,145 | $242K |
| Trivium Point Advisory, LLC | 0.03% | New | 1,143 | $240K |
| Winthrop Advisory Group LLC | 0.03% | Reduce -6.9% | 1,194 | $240K |
| L. Roy Papp & Associates, LLP | 0.03% | Add +1.0% | 1,194 | $240K |
| Accel Wealth Management | 0.09% | Add +7.4% | 1,193 | $240K |
| Advisory Services & Investments, LLC | 0.16% | No change | 1,190 | $239K |
| Destiny Wealth Partners, LLC | 0.04% | No change | 1,190 | $239K |
| First Western Trust Bank | 0.01% | New | 1,189 | $239K |
| SilverOak Wealth Management LLC | 0.05% | No change | 1,181 | $237K |
| Paragon Advisors, LLC | 0.08% | Add +3.0% | 1,180 | $237K |
| Watershed Private Wealth LLC | 0.09% | Reduce -18.3% | 1,178 | $237K |
| White Wing Wealth Management | 0.18% | Reduce -31.7% | 1,175 | $236K |
| Intelligence Driven Advisers, LLC | 0.03% | Add +1.0% | 1,175 | $236K |
| Litman Gregory Wealth Management LLC | 0.02% | No change | 1,169 | $235K |
| Strategic Financial Services, Inc. | 0.01% | Add +0.4% | 1,165 | $234K |
| Smithbridge Asset Management Inc. | 0.04% | Reduce -4.1% | 1,160 | $233K |
| Sage Capital Advisors,llc | 0.06% | Add +1.0% | 1,157 | $232K |
| Evernest Financial Advisors, LLC | 0.06% | New | 1,155 | $232K |
| Midland Wealth Advisors, LLC | 0.01% | No change | 1,155 | $232K |
| Diversified Trust Co. | 0.01% | New | 1,154 | $232K |
| American Trust | 0.02% | New | 1,140 | $229K |
| FSA Advisors, Inc. | 0.23% | New | 1,138 | $229K |
| Cornerstone Planning Group LLC | 0.06% | Add +0.3% | 1,135 | $228K |
| Archer Investment Corp | 0.06% | Add +2.4% | 1,133 | $227K |
| Angeles Wealth Management, LLC | 0.02% | Reduce -42.9% | 1,129 | $227K |
| Satovsky Asset Management LLC | 0.05% | Add +1.3% | 1,126 | $226K |
| GG Group Ventures, LLC | 0.33% | Reduce -3.0% | 1,078 | $225K |
| Trexquant Investment LP | 0.00% | Reduce -70.3% | 1,118 | $224K |
| Rise Advisors, LLC | 0.11% | Add +1.0% | 1,117 | $224K |
| Greenspring Advisors, LLC | 0.05% | No change | 1,116 | $224K |
| Advance Capital Management, Inc. | 0.01% | Add +0.4% | 1,116 | $224K |
| VitalStone Financial, LLC | 0.15% | Add +0.8% | 1,109 | $223K |
| Seven Mile Advisory | 0.15% | No change | 1,106 | $222K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 1,106 | $222K |
| RDA Financial Network | 0.07% | No change | 1,100 | $221K |
| Headinvest, LLC | 0.04% | New | 1,100 | $221K |
| Madrona Financial Services, LLC | 0.06% | Reduce -3.7% | 1,099 | $221K |
| Pinion Investment Advisors, LLC | 0.09% | New | 1,080 | $217K |
| Stewardship Advisors, LLC | 0.06% | New | 1,080 | $217K |
| Cassaday & Co Wealth Management LLC | 0.01% | New | 1,079 | $217K |
| Jackson, Grant Investment Advisers, Inc. | 0.08% | Add +0.5% | 1,078 | $216K |
| Lifeworks Advisors, LLC | 0.04% | Reduce -20.0% | 1,076 | $216K |
| Prudent Investors Network, Inc. | 0.07% | New | 1,075 | $216K |
| Core Wealth Partners LLC | 0.13% | New | 1,073 | $215K |
| Carmel Capital Partners, LLC | 0.08% | New | 1,065 | $214K |
| Regent Peak Wealth Advisors LLC | 0.05% | Reduce -9.9% | 1,057 | $212K |
| EMC Capital Management | 0.14% | Add +37291.0% | 37,391 | $211K |
| Andrews, Lucia Wealth Management LLC | 0.15% | No change | 1,154 | $211K |
| Omega Financial Group, LLC | 0.08% | New | 1,047 | $210K |
| Cobblestone Capital Advisors LLC | 0.01% | New | 1,046 | $210K |
| TNF LLC | 0.08% | New | 1,044 | $209K |
| FSM Wealth Advisors, LLC | 0.06% | New | 1,041 | $209K |
| Jeppson Wealth Management, LLC | 0.07% | New | 1,040 | $209K |
| Beaumont Financial Advisors, LLC | 0.02% | New | 1,033 | $207K |
| Fishman Jay A Ltd. | 0.02% | New | 1,025 | $206K |
| WMG Financial Advisors, LLC | 0.09% | New | 1,020 | $205K |
| Northstar Group, Inc. | 0.04% | New | 1,010 | $203K |
| Griffin Asset Management, Inc. | 0.02% | New | 1,004 | $202K |
| Ellerson Group Inc. | 0.16% | New | 1,000 | $201K |
| Advantage Trust Co | 0.14% | No change | 1,000 | $201K |
| Hedges Asset Management LLC | 0.13% | New | 1,000 | $201K |
| Trivant Custom Portfolio Group, LLC | 0.12% | Reduce -31.0% | 1,000 | $201K |
| Community Bank, N.A. | 0.03% | No change | 1,000 | $201K |
| United Bank | 0.02% | New | 1,000 | $201K |
| Gray Wealth Management Inc. | 0.08% | New | 999 | $201K |
| Lanark Financial, Inc. | 0.02% | No change | 989 | $198K |
| Rothschild Investment LLC | 0.01% | Add +12.2% | 963 | $193K |
| Brown Brothers Harriman & Co. | 0.00% | Add +0.2% | 958 | $192K |
| Carmichael Hill & Associates, Inc. | 0.07% | Add +38.6% | 952 | $191K |
| Insight Inv LLC | 0.15% | No change | 918 | $184K |
| First PREMIER Bank | 0.05% | No change | 910 | $183K |
| CoreCap Advisors, LLC | 0.01% | New | 906 | $182K |
| Kennebec Savings Bank | 0.18% | — | 900 | $181K |
| New Republic Capital, LLC | 0.10% | Reduce -15.5% | 900 | $181K |
| Bare Financial Services, Inc | 0.07% | No change | 873 | $175K |
| Logan Capital Management Inc. | 0.01% | No change | 869 | $174K |
| Sandy Spring Bank | 0.01% | No change | 859 | $173K |
| BlackRock, Inc. | 0.00% | — | 854 | $171K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.27% | No change | 844 | $169K |
| WealthCollab, LLC | 0.11% | Add +0.2% | 820 | $165K |
| West Paces Advisors Inc. | 0.04% | Add +0.9% | 816 | $164K |
| Proffitt & Goodson Inc. | 0.03% | Reduce -30.6% | 783 | $157K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -11.0% | 776 | $156K |
| Bull Oak Capital, LLC | 0.09% | New | 744 | $149K |
| TD Capital Management LLC | 0.01% | Reduce -15.9% | 740 | $149K |
| New Potomac Partners, LLC | 0.08% | New | 740 | $149K |
| Addison Advisors LLC | 0.04% | Reduce -43.6% | 732 | $147K |
| Crewe Advisors LLC | 0.02% | Add +0.4% | 694 | $139K |
| Atlantic Private Wealth, LLC | 0.10% | No change | 672 | $135K |
| McIlrath & Eck, LLC | 0.02% | Add +1.4% | 667 | $134K |
| PSI Advisors, LLC | 0.04% | No change | 659 | $132K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -46.6% | 653 | $131K |
| Alaska Wealth Advisors, LLC | 0.02% | No change | 624 | $125K |
| Lazard Asset Management LLC | 0.00% | No change | 610 | $122K |
| Field & Main Bank | 0.04% | No change | 600 | $120K |
| Clarkston Capital Partners, LLC | 0.00% | No change | 586 | $118K |
| Bfsg, LLC | 0.01% | Reduce -8.0% | 579 | $116K |
| EnRich Financial Partners LLC | 0.04% | Add +3.0% | 551 | $111K |
| First Command Advisory Services, Inc. | 0.00% | Add +46.1% | 548 | $110K |
| Investors Research Corp | 0.02% | No change | 546 | $110K |
| Bristlecone Advisors, LLC | 0.01% | New | 544 | $109K |
| Founders Financial Alliance, LLC | 0.03% | Add +0.2% | 533 | $107K |
| Oarsman Capital, Inc. | 0.02% | New | 531 | $107K |
| Sachetta, LLC | 0.04% | No change | 504 | $101K |
| Fairscale Capital, LLC | 0.09% | No change | 502 | $101K |
| SYM FINANCIAL Corp | 0.01% | Reduce -2.1% | 500 | $100K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 500 | $100K |
| Pacific Capital Wealth Advisors, Inc. | 0.02% | No change | 497 | $100K |
| Valley National Advisers Inc. | 0.02% | Add +52.8% | 489 | $98K |
| Old Second National Bank of Aurora | 0.02% | New | 467 | $94K |
| Providence Capital Advisors, LLC | 0.02% | No change | 459 | $92K |
| Horizon Financial Services, LLC | 0.05% | No change | 449 | $90K |
| DHJJ Financial Advisors, Ltd. | 0.04% | Reduce -0.5% | 442 | $89K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -12.1% | 436 | $87K |
| Gen-Wealth Partners Inc | 0.04% | Reduce -35.5% | 431 | $87K |
| TCTC Holdings, LLC | 0.00% | No change | 422 | $85K |
| Operose Advisors LLC | 0.03% | Add +149.4% | 414 | $83K |
| Private Capital Management LLC | 0.01% | Add +236.4% | 407 | $82K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | No change | 400 | $80K |
| Mb, Levis & Associates, LLC | 0.04% | Add +55.8% | 391 | $78K |
| Van Den Berg Management I, Inc. | 0.02% | No change | 369 | $74K |
| Abound Wealth Management | 0.02% | Add +26.9% | 358 | $72K |
| Sound Income Strategies, LLC | 0.00% | Add +27.6% | 342 | $69K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -36.1% | 332 | $67K |
| Cape Investment Advisory, Inc. | 0.03% | Add +0.3% | 320 | $64K |
| Beacon Capital Management, LLC | 0.01% | No change | 315 | $63K |
| Voisard Asset Management Group, Inc. | 0.03% | No change | 300 | $60K |
| Keener Financial Planning LLC | 0.04% | No change | 295 | $59K |
| Financial Gravity Companies, Inc. | 0.02% | — | 290 | $58K |
| Thompson Investment Management, Inc. | 0.01% | No change | 288 | $58K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 285 | $57K |
| Pacific Center for Financial Services | 0.01% | No change | 277 | $56K |
| Howe & Rusling Inc. | 0.00% | Reduce -57.5% | 268 | $54K |
| IAG Wealth Partners, LLC | 0.01% | No change | 255 | $51K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 254 | $51K |
| Family Asset Management, LLC | 0.03% | No change | 252 | $51K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 248 | $50K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 245 | $49K |
| Legacy Investment Solutions, LLC | 0.03% | — | 231 | $49K |
| Legacy Wealth Managment, LLC | 0.03% | — | 231 | $49K |
| Barclays PLC | 0.00% | Reduce -55.6% | 240 | $48K |
| Perritt Capital Management Inc | 0.02% | Add +0.8% | 236 | $47K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | Reduce -13.0% | 235 | $47K |
| Tidemark, LLC | 0.02% | No change | 230 | $46K |
| MeadowBrook Investment Advisors LLC | 0.04% | Add +95.7% | 225 | $45K |
| Johnson Financial Group, Inc. | 0.00% | Add +15.5% | 223 | $45K |
| Element Wealth, LLC | 0.02% | Add +0.9% | 216 | $43K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 215 | $43K |
| Cardinal Strategic Wealth Guidance | 0.01% | No change | 210 | $42K |
| Exchange Traded Concepts, LLC | 0.00% | New | 210 | $42K |
| American Capital Advisory, LLC | 0.02% | Reduce -8.3% | 200 | $40K |
| Ruedi Wealth Management, Inc. | 0.01% | Add +0.5% | 194 | $39K |
| Matrix Private Capital Group LLC | 0.02% | No change | 190 | $38K |
| Global Financial Private Client, LLC | 0.01% | No change | 190 | $38K |
| WASHINGTON TRUST Co | 0.00% | No change | 190 | $38K |
| Deutsche Bank AG | 0.00% | No change | 187 | $38K |
| Global Wealth Strategies & Associates | 0.01% | No change | 181 | $36K |
| Webster Bank, N. A. | 0.00% | No change | 180 | $36K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 169 | $34K |
| Planning Capital Management Corp | 0.02% | New | 168 | $34K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 143 | $29K |
| Delta Asset Management LLC | 0.00% | No change | 143 | $29K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -92.3% | 143 | $29K |
| JDM Financial Group LLC | 0.02% | Reduce -65.4% | 140 | $28K |
| FSA Wealth Management LLC | 0.01% | — | 139 | $28K |
| Teachers Insurance & Annuity Association of America | 0.04% | — | 131 | $26K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Add +68.0% | 131 | $26K |
| Aspire Private Capital, LLC | 0.01% | No change | 128 | $26K |
| Marquette Asset Management, LLC | 0.00% | No change | 124 | $25K |
| Sunbelt Securities, Inc. | 0.00% | New | 122 | $25K |
| Oakworth Capital, Inc. | 0.00% | New | 120 | $24K |
| LGT Financial Advisors LLC | 0.06% | Add +0.9% | 117 | $24K |
| Ascentis Independent Advisors | 0.00% | New | 115 | $23K |
| Red Lighthouse Investment Management, LLC | 0.01% | No change | 110 | $22K |
| Wintrust Investments LLC | 0.02% | Reduce -91.1% | 110 | $22K |
| Fairman Group, LLC | 0.02% | Add +0.9% | 108 | $22K |
| JNBA Financial Advisors | 0.00% | No change | 104 | $21K |
| Broadwater Capital Management LLC | 0.01% | No change | 100 | $20K |
| Northwest Capital Management Inc | 0.01% | No change | 100 | $20K |
| MilWealth Group LLC | 0.01% | No change | 100 | $20K |
| Private Wealth Management Group, LLC | 0.01% | No change | 94 | $19K |
| M&R Capital Management Inc. | 0.00% | No change | 94 | $19K |
| Highline Wealth Partners LLC | 0.01% | Add +1.1% | 91 | $18K |
| Albion Financial Group | 0.00% | No change | 91 | $18K |
| Valley Wealth Managers, Inc. | 0.00% | Add +1.1% | 91 | $18K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 87 | $18K |
| Main Street Group, LTD | 0.01% | Reduce -41.5% | 86 | $17K |
| Castleview Partners, LLC | 0.01% | No change | 84 | $17K |
| Northwest Investment Counselors, LLC | 0.00% | New | 84 | $17K |
| Bellevue Asset Management, LLC | 0.01% | No change | 83 | $17K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 83 | $17K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 83 | $16K |
| Pineridge Advisors LLC | 0.01% | Add +1.2% | 82 | $16K |
| ESL Trust Services, LLC | 0.00% | New | 80 | $16K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 79 | $16K |
| Sugarloaf Wealth Management, LLC | 0.00% | New | 77 | $15K |
| Union Savings Bank | 0.01% | No change | 75 | $15K |
| Breakwater Investment Management | 0.01% | Add +630.0% | 73 | $15K |
| Morris Financial Concepts, Inc. | 0.01% | Add +125.0% | 72 | $14K |
| Raleigh Capital Management Inc. | 0.01% | No change | 70 | $14K |
| Motco | 0.00% | No change | 68 | $14K |
| DecisionPoint Financial, LLC | 0.00% | No change | 66 | $13K |
| FWL Investment Management, LLC | 0.01% | Add +266.7% | 66 | $13K |
| Mitchell Sinkler & Starr | 0.00% | No change | 65 | $13K |
| Roble, Belko & Company, Inc | 0.00% | No change | 64 | $13K |
| First Personal Financial Services | 0.00% | No change | 63 | $13K |
| CNB Bank | 0.01% | No change | 63 | $13K |
| Tompkins Financial Corp. | 0.00% | No change | 62 | $12K |
| Family Manage LLC | 0.00% | Add +5.6% | 57 | $11K |
| Mycio Wealth Partners, LLC | 0.00% | Add +1.8% | 57 | $11K |
| Realta Investment Advisors | 0.01% | Reduce -98.3% | 56 | $11K |
| Bank of New Hampshire | 0.00% | No change | 55 | $11K |
| Laurel Wealth Advisors LLC | 0.00% | New | 55 | $11K |
| DT Investment Partners, LLC | 0.00% | No change | 55 | $11K |
| Fortis Group Advisors, LLC | 0.00% | No change | 52 | $10K |
| Gleason Group, Inc. | 0.00% | Add +2.0% | 52 | $10K |
| Clearstead Trust, LLC | 0.00% | No change | 51 | $10K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 50 | $10K |
| Davis Capital Management | 0.01% | Reduce -66.2% | 50 | $10K |
| MCF Advisors LLC | 0.00% | No change | 50 | $10K |
| Frazier Financial Advisors, LLC | 0.01% | Add +2.0% | 50 | $10K |
| Future Financial Wealth Managment LLC | 0.01% | New | 49 | $10K |
| Valued Wealth Advisors LLC | 0.01% | No change | 48 | $10K |
| Armor Investment Advisors, LLC | 0.00% | No change | 46 | $9K |
| St Germain D J Co. Inc. | 0.00% | Add +600.0% | 42 | $8K |
| PFG Private Wealth Management, LLC | 0.00% | No change | 39 | $8K |
| Steph & Co. | 0.00% | No change | 37 | $7K |
| Systematic Financial Management LP | 0.00% | Reduce -72.5% | 36 | $7K |
| Concord Wealth Partners | 0.00% | No change | 36 | $7K |
| Financial Network Wealth Advisors LLC | 0.01% | Add +2.9% | 36 | $7K |
| First Financial Corp. | 0.00% | Reduce -49.3% | 35 | $7K |
| Pathway Financial Advisers, LLC | 0.00% | New | 34 | $7K |
| Dunhill Financial, LLC | 0.00% | Add +23.1% | 32 | $6K |
| Kings Path Partners LLC | 0.00% | No change | 30 | $6K |
| Tucker Asset Management LLC | 0.00% | Add +7.4% | 29 | $6K |
| Game Plan Financial Advisors, LLC | 0.00% | Add +4.0% | 26 | $5K |
| Hantz Financial Services, Inc. | 0.00% | New | 25 | $5K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 19 | $4K |
| NewSquare Capital LLC | 0.00% | No change | 16 | $3K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | Add +50.0% | 15 | $3K |
| Coston, McIsaac & Partners | 0.00% | No change | 15 | $3K |
| Global Trust Asset Management, LLC | 0.00% | No change | 13 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 13 | $3K |
| Register Financial Advisors LLC | 0.00% | No change | 12 | $2K |
| Transcendent Capital Group LLC | 0.00% | No change | 12 | $2K |
| EPG Wealth Management LLC | 0.00% | Add +0.0% | 12 | $2K |
| Ashton Thomas Securities, LLC | 0.00% | New | 12 | $2K |
| Rakuten Securities, Inc. | 0.00% | New | 10 | $2K |
| Macroview Investment Management LLC | 0.00% | No change | 9 | $2K |
| Financial Perspectives, Inc | 0.00% | No change | 9 | $2K |
| Darwin Wealth Management, LLC | 0.00% | New | 9 | $2K |
| Independence Bank of Kentucky | 0.00% | No change | 9 | $2K |
| Peterson Financial Group, Inc. | 0.00% | New | 6 | $1K |
| Gables Capital Management Inc. | 0.00% | No change | 5 | $1K |
| Hobbs Group Advisors, LLC | 0.00% | No change | 5 | $1K |
| ORG Partners LLC | 0.00% | No change | 5 | $1K |
| Tradewinds Capital Management, LLC | 0.00% | New | 1 | $201 |
"% 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.