Vngrd Mrngst SL-CP Val ETF-UVBRETF
13F holders, Q4 2024 (December 31)1,591holders +161
88new positions
50sold out
5famous investors
$198.19avg. 13F price*
At the end of Q4 2024, 1,591 institutions reported holding Vngrd Mrngst SL-CP Val ETF-U (VBR) in their 13F filings, up 161 from Q3 2024. 88 opened new positions and 50 sold out. The largest holders were Bank of America Corp. ($3.7B), Assetmark, Inc. ($792.4M) and Morgan Stanley ($764.4M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vngrd Mrngst SL-CP Val ETF-U
- Filed as
- VANGUARD INDEX FDS (Q4 2024)
- CUSIP
- 922908611
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $75.1M |
| Exits | 50 | $68.7M |
All 13F filers, Q3 2024 → Q4 2024: 3,478,876 shares bought and 3,090,032 shares sold, net +388,844 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,591 holders
| Bank of America Corp. | 0.34% | Add +0.0% | 18,452,222 | $3.7B |
| Assetmark, Inc. | 2.15% | Add +4.7% | 3,998,206 | $792.4M |
| Morgan Stanley | 0.05% | Add +2.7% | 3,857,217 | $764.4M |
| Betterment LLC | 1.68% | Reduce -4.1% | 3,546,772 | $702.9M |
| Jones Financial Companies LLLP | 0.45% | Add +0.8% | 2,400,592 | $475.7M |
| Envestnet Asset Management Inc. | 0.12% | Reduce -2.2% | 1,878,380 | $372.3M |
| Wells Fargo & Company | 0.09% | Add +10.8% | 1,781,230 | $353.0M |
| UBS Group AG | 0.08% | Add +5.8% | 1,722,474 | $341.4M |
| Captrust Financial Advisors | 0.96% | Add +9.4% | 1,693,990 | $335.7M |
| Sei Investments Co. | 0.33% | Add +2.1% | 1,314,899 | $260.6M |
| LPL Financial LLC | 0.10% | Add +4.7% | 1,287,839 | $255.2M |
| Aspiriant, LLC | 8.76% | Add +42.1% | 1,224,131 | $242.6M |
| Raymond James Financial Inc. | 0.07% | — | 982,869 | $194.8M |
| Mather Group, Llc. | 2.21% | Reduce -19.1% | 858,328 | $170.1M |
| Choreo, LLC | 2.34% | Reduce -3.0% | 822,212 | $162.9M |
| PNC Financial Services Group, Inc. | 0.10% | Reduce -0.1% | 791,454 | $156.9M |
| Allworth Financial LP | 0.84% | Add +4.6% | 743,017 | $153.3M |
| Tiaa Trust, National Association | 0.46% | Add +6.5% | 761,595 | $150.9M |
| Ameriprise Financial Inc. | 0.04% | Reduce -3.8% | 756,522 | $150.0M |
| Commonwealth Equity Services, LLC | 0.21% | Add +11.7% | 714,644 | $141.6M |
| Osaic Holdings, Inc. | 0.32% | Add +3.9% | 725,453 | $141.6M |
| HighTower Advisors, LLC | 0.19% | Add +4.1% | 696,587 | $138.0M |
| Cetera Investment Advisers | 0.27% | Add +2.4% | 650,087 | $128.8M |
| JPMorgan Chase & Co. | 0.01% | Add +4.4% | 614,324 | $121.7M |
| Efficient Advisors, LLC | 7.05% | Reduce -4.8% | 552,519 | $109.5M |
| Bank of Montreal | 0.05% | Add +3.1% | 528,591 | $104.8M |
| Focus Partners Wealth | 0.26% | Reduce -0.1% | 512,670 | $101.6M |
| Mill Creek Capital Advisors, LLC | 2.33% | Add +1.5% | 490,541 | $97.2M |
| Royal Bank of Canada | 0.02% | Add +1.6% | 473,800 | $93.9M |
| Rockefeller Capital Management L.P. | 0.22% | Add +1.1% | 422,177 | $83.7M |
| United Capital Financial Advisors, LLC | 0.71% | Reduce -2.4% | 421,473 | $83.5M |
| Mariner, LLC | 0.14% | Add +8.6% | 420,240 | $83.3M |
| Rwa Wealth Partners, LLC | 1.00% | Add +9.0% | 411,046 | $81.5M |
| Moneta Group Investment Advisors LLC | 1.08% | Add +4.4% | 387,247 | $76.7M |
| Savant Capital, LLC | 0.60% | Reduce -4.6% | 386,790 | $76.7M |
| Stephens Group Asset Management, LLC | 6.32% | Add +0.2% | 382,594 | $75.8M |
| Retirement Systems of Alabama | 0.28% | No change | 382,480 | $75.8M |
| Modera Wealth Management, LLC | 0.85% | Add +12.2% | 354,389 | $70.2M |
| Retirement Investment Advisors, Inc. | 7.00% | Add +2.9% | 334,894 | $66.4M |
| Park Avenue Securities LLC | 0.68% | Add +7.8% | 331,455 | $65.7M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Add +5.1% | 331,345 | $65.7M |
| Creative Planning | 0.06% | Add +30.6% | 327,946 | $65.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -12.5% | 322,622 | $63.9M |
| Stifel Financial Corp. | 0.07% | Add +5.1% | 315,942 | $62.6M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +1.3% | 315,855 | $62.6M |
| Cresset Asset Management, LLC | 0.28% | Add +3.7% | 294,504 | $58.4M |
| Rodgers & Associates, LTD | 6.94% | Reduce -1.9% | 293,771 | $58.2M |
| Mokosak Advisory Group, LLC | 17.18% | Add +0.2% | 289,160 | $57.3M |
| Verus Financial Partners, Inc. | 6.40% | Reduce -0.3% | 291,822 | $57.0M |
| 1832 Asset Management L.P. | 0.10% | Reduce -6.4% | 283,002 | $56.1M |
| Mason Investment Advisory Services, Inc. | 3.28% | Add +0.1% | 282,609 | $56.0M |
| JMG Financial Group, Ltd. | 1.90% | Reduce -0.8% | 281,596 | $55.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -5.6% | 279,457 | $55.4M |
| Bragg Financial Advisors, Inc | 2.23% | Add +0.3% | 277,583 | $55.0M |
| MML Investors Services, LLC | 0.18% | Add +15.1% | 265,372 | $52.6M |
| Exencial Wealth Advisors, LLC | 1.93% | Reduce -4.6% | 265,115 | $52.5M |
| Cerity Partners LLC | 0.11% | Reduce -0.9% | 256,293 | $50.8M |
| Center for Financial Planning, Inc. | 6.54% | Reduce -0.2% | 247,394 | $49.0M |
| Financial Advisory Corp | 8.51% | — | 246,091 | $48.8M |
| Zhang Financial LLC | 2.75% | Reduce -0.1% | 242,628 | $48.1M |
| Thompson Siegel & Walmsley LLC | 0.74% | Add +0.8% | 238,249 | $47.2M |
| Bailard, Inc. | 1.20% | Reduce -2.1% | 236,518 | $46.9M |
| Inspirion Wealth Advisors, LLC | 6.41% | Add +3.0% | 231,145 | $45.9M |
| Truist Financial Corp. | 0.07% | Add +2.3% | 230,684 | $45.7M |
| Stephens Inc. | 0.64% | Reduce -2.0% | 229,703 | $45.5M |
| Abacus Planning Group, Inc. | 7.75% | Add +2.4% | 222,350 | $44.1M |
| Foster Group, Inc. | 1.59% | Reduce -5.7% | 209,709 | $41.6M |
| University of Maryland Foundation, Inc. | 23.16% | Add +83.3% | 208,177 | $41.3M |
| Equitable Holdings, Inc. | 0.39% | Add +0.7% | 205,987 | $40.8M |
| Merriman Wealth Management, LLC | 1.69% | Reduce -3.6% | 205,133 | $40.7M |
| Summit Financial, LLC | 1.37% | Add +8.3% | 197,507 | $39.1M |
| Comprehensive Financial Management LLC | 1.01% | Reduce -43.2% | 184,376 | $36.5M |
| Shepherd Financial Partners LLC | 4.34% | Add +0.5% | 183,032 | $36.3M |
| Mercer Global Advisors Inc. | 0.09% | Add +9.9% | 181,389 | $35.9M |
| Sequoia Financial Advisors, LLC | 0.35% | Add +1545.5% | 181,253 | $35.9M |
| 25 LLC | 15.12% | Add +1.9% | 180,243 | $35.7M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Reduce -7.0% | 178,165 | $35.3M |
| Henshaw Capital LLC | 1.46% | No change | 177,150 | $35.1M |
| Waldron Private Wealth LLC | 1.38% | Add +0.4% | 172,974 | $34.3M |
| Wealthspire Advisors, LLC | 0.34% | Add +12.0% | 171,840 | $34.1M |
| FMR LLC | 0.00% | Add +4.4% | 169,914 | $33.7M |
| Strategies Wealth Advisors, LLC | 4.18% | Add +4.9% | 164,981 | $33.5M |
| Natixis Advisors, LLC | 0.06% | Add +69.8% | 161,624 | $32.0M |
| Sanctuary Advisors, LLC | 0.20% | Add +10.0% | 148,957 | $30.9M |
| Baird Financial Group, Inc. | 0.06% | Add +7.2% | 153,082 | $30.3M |
| Asset Management Group, Inc. | 5.20% | Add +1.3% | 147,464 | $29.2M |
| Kaydan Wealth Management, Inc. | 9.38% | Reduce -1.5% | 142,408 | $28.2M |
| Comerica Bank | 0.11% | Add +9.2% | 140,899 | $27.9M |
| Coastline Trust Co | 3.27% | No change | 140,799 | $27.9M |
| NewEdge Advisors, LLC | 0.17% | Reduce -12.3% | 140,785 | $27.9M |
| Corient Private Wealth LP | 0.05% | Reduce -20.3% | 140,913 | $27.5M |
| US Bancorp \de | 0.04% | Reduce -0.7% | 137,332 | $27.2M |
| Northwest Quadrant Wealth Management, LLC | 6.03% | Add +2.7% | 133,827 | $26.5M |
| Focus Partners Advisor Solutions, LLC | 0.45% | Add +30.3% | 133,476 | $26.5M |
| Christopher J. Hasenberg, Inc | 10.45% | New | 130,774 | $25.9M |
| Marotta Asset Management | 5.38% | Reduce -5.0% | 130,135 | $25.7M |
| Wealth Architects, LLC | 2.90% | Reduce -1.7% | 129,566 | $25.7M |
| BHK Investment Advisors, LLC | 9.55% | Reduce -0.5% | 128,354 | $25.4M |
| McAdam, LLC | 1.38% | Add +4.7% | 128,011 | $25.4M |
| Sepio Capital, LP | 2.03% | Add +2.5% | 127,795 | $25.3M |
| Safeguard Financial, LLC | 5.44% | Add +7.0% | 126,255 | $25.0M |
| Brickley Wealth Management | 4.97% | Add +5.0% | 123,491 | $24.5M |
| Opal Wealth Advisors, LLC | 7.32% | Add +1.3% | 123,008 | $24.4M |
| Private Advisor Group, LLC | 0.14% | Add +4.0% | 122,016 | $24.2M |
| Pasadena Private Wealth, LLC | 4.80% | Add +0.3% | 117,846 | $23.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.62% | Reduce -2.6% | 115,912 | $23.0M |
| Kestra Investment Management, LLC | 0.90% | Add +34.7% | 115,407 | $22.9M |
| Atria Investments, Inc | 0.28% | Add +2.5% | 114,018 | $22.6M |
| ARS Wealth Advisors Group, LLC | 2.94% | Add +1.6% | 107,809 | $21.4M |
| Kestra Advisory Services, LLC | 0.12% | Reduce -3.1% | 107,360 | $21.3M |
| Grey Fox Wealth Advisors, LLC | 5.69% | Add +2.2% | 104,799 | $20.8M |
| Studio Investment Management LLC | 4.30% | Reduce -1.8% | 102,045 | $20.2M |
| Fifth Third Bancorp | 0.07% | Reduce -9.7% | 101,962 | $20.2M |
| Shakespeare Wealth Management, LLC | 5.38% | Reduce -2.8% | 100,613 | $19.9M |
| Retirement Financial Solutions, LLC | 10.47% | Add +0.1% | 97,990 | $19.4M |
| Symmetry Partners, LLC | 2.76% | Add +2.1% | 97,881 | $19.4M |
| Total Wealth Planning, LLC | 2.99% | Reduce -1.3% | 97,002 | $19.2M |
| Avior Wealth Management, LLC | 0.70% | Add +30.5% | 96,344 | $19.1M |
| Aaron Wealth Advisors LLC | 2.21% | Add +9.9% | 96,128 | $19.1M |
| Beacon Pointe Advisors, LLC | 0.21% | Reduce -1.8% | 94,638 | $18.8M |
| Partners in Financial Planning | 3.79% | Add +1.1% | 93,677 | $18.6M |
| PDS Planning, Inc | 1.63% | Reduce -4.0% | 92,416 | $18.3M |
| Gallagher Fiduciary Advisors, LLC | 3.47% | Reduce -12.2% | 89,366 | $17.7M |
| Avion Wealth | 4.42% | Reduce -3.3% | 86,829 | $17.2M |
| Janney Montgomery Scott LLC | 0.05% | Add +14.5% | 86,584 | $17.2M |
| TrueWealth Financial Partners | 10.49% | Add +1.6% | 85,321 | $16.9M |
| Glenmede Trust Co. NA | 0.09% | Reduce -0.6% | 84,381 | $16.7M |
| Checchi Capital Advisers, LLC | 1.23% | Add +19.1% | 83,036 | $16.5M |
| Steward Partners Investment Advisory, LLC | 0.14% | Add +4.3% | 82,417 | $16.3M |
| Johnson Investment Counsel Inc. | 0.16% | Add +3.0% | 81,638 | $16.2M |
| Brown Advisory Inc. | 0.02% | Add +129.0% | 80,216 | $15.9M |
| JBGlobal.com LLC | 16.78% | — | 80,173 | $15.9M |
| New England Capital Financial Advisors LLC | 7.70% | Reduce -0.3% | 79,626 | $15.8M |
| Capital Advantage, Inc. | 2.85% | Reduce -1.0% | 78,867 | $15.6M |
| Prudential Financial Inc. | 0.02% | Reduce -24.6% | 78,342 | $15.5M |
| Plante Moran Financial Advisors, LLC | 1.28% | Reduce -2.2% | 77,745 | $15.4M |
| Whitaker-Myers Wealth Managers, LTD. | 4.48% | Add +4.1% | 77,468 | $15.4M |
| LMG Wealth Partners, LLC | 3.25% | Reduce -0.5% | 75,176 | $14.9M |
| Family CFO Inc | 8.18% | Add +3.1% | 75,001 | $14.9M |
| Bartlett & Co. Wealth Management LLC | 0.21% | Reduce -1.6% | 74,493 | $14.8M |
| Quest Investment Management LLC | 1.71% | No change | 74,298 | $14.7M |
| Avantax Advisory Services, Inc. | 0.09% | Add +8.3% | 74,123 | $14.7M |
| Advisory Services Network, LLC | 0.27% | Add +4.4% | 73,890 | $14.6M |
| Traveka Wealth, LLC | 8.00% | Add +6.0% | 73,163 | $14.5M |
| Benjamin Edwards Inc. | 0.21% | Reduce -1.0% | 73,097 | $14.5M |
| Robinswood Financial LLC | 5.46% | Add +1.0% | 72,815 | $14.4M |
| Apella Capital, LLC | 0.55% | Reduce -10.1% | 72,158 | $14.3M |
| Private Portfolio Partners LLC | 2.62% | Add +1.2% | 71,868 | $14.2M |
| Texas Yale Capital Corp. | 0.55% | Add +3.2% | 69,225 | $13.7M |
| Phillips Financial Management, LLC | 1.08% | Reduce -2.4% | 69,174 | $13.7M |
| Strategic Investment Advisors / MI | 1.45% | Add +7.1% | 69,098 | $13.7M |
| Capital Wealth Management, LLC | 5.82% | Reduce -1.4% | 68,484 | $13.6M |
| Jacobsen Capital Management | 5.77% | Reduce -0.4% | 68,411 | $13.6M |
| Brooklyn FI, LLC | 4.50% | Add +0.7% | 68,304 | $13.5M |
| D.A. Davidson & Co. | 0.11% | Reduce -0.4% | 68,278 | $13.5M |
| Tradition Wealth Management, LLC | 1.18% | Add +0.4% | 67,810 | $13.4M |
| Pathstone Holdings, LLC | 0.06% | Reduce -0.6% | 67,609 | $13.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.8% | 67,523 | $13.4M |
| Arvest Investments, Inc. | 2.13% | Reduce -3.3% | 67,182 | $13.3M |
| Ellevest, Inc. | 0.76% | Reduce -0.4% | 66,737 | $13.2M |
| Silver Coast Investments LLC | 4.99% | Reduce -18.6% | 66,555 | $13.2M |
| CW Advisors, LLC | 0.18% | Add +2.6% | 65,326 | $12.9M |
| NorthCoast Asset Management LLC | 0.06% | Add +28.5% | 65,290 | $12.9M |
| Peapack Gladstone Financial Corp. | 0.19% | Reduce -0.1% | 64,980 | $12.9M |
| Moser Wealth Advisors, LLC | 6.60% | Add +2.8% | 64,030 | $12.7M |
| Hillman Co. | 5.29% | No change | 63,100 | $12.5M |
| HTLF Bank | 1.41% | Reduce -1.3% | 62,778 | $12.4M |
| Bishop & Co Investment Management, LLC | 4.74% | Add +1.5% | 62,670 | $12.4M |
| Ancora Advisors LLC | 0.28% | Add +2.7% | 62,558 | $12.4M |
| Wharton Business Group, LLC | 0.55% | Reduce -1.2% | 61,869 | $12.3M |
| Presilium Private Wealth, LLC | 2.81% | Add +0.9% | 61,708 | $12.2M |
| Garde Capital, Inc. | 0.80% | Reduce -2.3% | 61,072 | $12.1M |
| Thrivent Financial for Lutherans | 0.02% | Add +1.9% | 60,335 | $12.0M |
| Financial Synergies Wealth Advisors, Inc. | 1.49% | Reduce -0.1% | 60,472 | $12.0M |
| M&T Bank Corp | 0.04% | Add +13.3% | 59,689 | $11.8M |
| Performa Ltd (US), LLC | 4.15% | Add +3.0% | 59,422 | $11.8M |
| Brandes Investment Partners, LP | 0.13% | Add +573.5% | 59,150 | $11.7M |
| Praetorian Wealth Management, Inc. | 2.84% | Add +0.7% | 58,929 | $11.7M |
| BancFirst Trust & Investment Management | 5.21% | No change | 58,403 | $11.5M |
| Essential Planning, LLC. | 0.07% | New | 55,956 | $11.5M |
| Cherry Tree Wealth Management, LLC | 2.81% | Reduce -0.6% | 57,326 | $11.4M |
| Baltimore-Washington Financial Advisors, Inc. | 0.59% | Add +3.0% | 56,993 | $11.3M |
| Clayton Financial Group LLC | 4.06% | Add +5.7% | 56,907 | $11.3M |
| Fiducient Advisors LLC | 1.37% | Reduce -9.5% | 56,150 | $11.1M |
| LMCG Investments, LLC | 0.68% | Reduce -1.5% | 55,988 | $11.1M |
| Weinberger Asset Management, Inc | 4.61% | Add +0.9% | 55,695 | $11.0M |
| Jmac Enterprises LLC | 1.73% | Add +6.0% | 55,470 | $11.0M |
| Black Diamond Financial, LLC | 1.63% | Add +4.9% | 54,868 | $10.9M |
| MAI Capital Management | 0.08% | Add +127.9% | 54,712 | $10.8M |
| Merit Financial Group, LLC | 0.19% | Add +7.2% | 54,635 | $10.8M |
| Highland Capital Management, LLC | 0.62% | Add +0.1% | 54,429 | $10.8M |
| Meridian Wealth Management, LLC | 0.51% | Add +4.0% | 54,330 | $10.8M |
| Fee-Only Financial Planning, L.C. | 6.91% | Reduce -2.5% | 54,012 | $10.7M |
| Blair William & Co. | 0.03% | Add +4.4% | 53,915 | $10.7M |
| Cwm, LLC | 0.04% | Add +4.6% | 52,032 | $10.3M |
| Victory Financial Group, LLC | 2.71% | — | 51,956 | $10.3M |
| Ocean Park Asset Management, LLC | 0.35% | Add +42.1% | 51,663 | $10.2M |
| Payne Capital Management, LLC | 4.36% | — | 50,943 | $10.1M |
| Prosperity Planning, Inc. | 4.58% | Reduce -13.7% | 50,744 | $10.1M |
| Capital Advisors Wealth Management, LLC | 1.79% | Add +1.3% | 50,697 | $10.0M |
| Concurrent Investment Advisors, LLC | 0.27% | Add +0.1% | 50,683 | $10.0M |
| Atria Wealth Solutions, Inc. | 0.11% | Add +31.5% | 50,560 | $10.0M |
| Goodwin Investment Advisory | 5.22% | Reduce -7.0% | 50,296 | $10.0M |
| Family Wealth Partners, LLC | 4.71% | Add +5.2% | 50,041 | $9.9M |
| Iron Horse Wealth Management, LLC | 3.32% | Add +2.7% | 49,914 | $9.9M |
| HB Wealth Management, LLC | 0.10% | Add +1.3% | 48,593 | $9.6M |
| Steele Capital Management, Inc. | 0.50% | Reduce -0.1% | 48,293 | $9.6M |
| Forbes Financial Planning, Inc. | 4.62% | Add +0.3% | 48,106 | $9.5M |
| Cardiff Park Advisors, LLC | 0.91% | Reduce -6.5% | 48,004 | $9.5M |
| Firestone Capital Management | 2.32% | Add +0.2% | 47,066 | $9.3M |
| Veery Capital, LLC | 3.55% | Add +20.8% | 46,823 | $9.3M |
| Flywheel Private Wealth LLC | 8.53% | — | 46,815 | $9.3M |
| EP Wealth Advisors, LLC | 0.07% | Add +3.8% | 46,243 | $9.2M |
| Shufro Rose & Co. LLC | 0.71% | Add +13.0% | 45,717 | $9.1M |
| Parallel Advisors, LLC | 0.20% | Add +0.1% | 45,074 | $8.9M |
| One Degree Advisors Inc | 3.60% | Add +1.4% | 43,441 | $8.8M |
| Compass Ion Advisors, LLC | 1.04% | Reduce -1.7% | 44,261 | $8.8M |
| Cambria Investment Management, L.P. | 0.53% | Reduce -8.0% | 43,888 | $8.7M |
| Farther Finance Advisors, LLC | 0.31% | Add +32.1% | 43,864 | $8.7M |
| Cornerstone Wealth Advisors, Inc. | 2.37% | Add +4.7% | 43,521 | $8.6M |
| Kestra Private Wealth Services, LLC | 0.15% | Add +15.8% | 43,442 | $8.6M |
| Sage Financial Group Inc. | 0.68% | Add +1.4% | 42,878 | $8.5M |
| Old National Bancorp | 0.20% | Reduce -6.5% | 42,514 | $8.4M |
| Bradley Foster & Sargent Inc. | 0.14% | Reduce -5.9% | 42,328 | $8.4M |
| Ifrah Financial Services, Inc. | 2.32% | Reduce -0.6% | 42,304 | $8.4M |
| Koshinski Asset Management, Inc. | 0.72% | Add +25.4% | 42,303 | $8.4M |
| Silvia McColl Wealth Management, LLC | 6.21% | Add +1.3% | 41,837 | $8.3M |
| Kohmann Bosshard Financial Services, LLC | 0.99% | Reduce -7.5% | 41,764 | $8.3M |
| Alliancebernstein L.P. | 0.00% | Add +5.4% | 41,395 | $8.2M |
| Atlas Capital Advisors Inc. | 1.03% | Add +8.1% | 40,888 | $8.1M |
| Alhambra Investment Management LLC | 4.13% | Add +31.4% | 40,676 | $8.1M |
| Fortis Capital Management LLC | 1.49% | Add +0.4% | 40,432 | $8.0M |
| Relyea Zuckerberg Hanson LLC | 1.08% | Reduce -7.7% | 40,358 | $8.0M |
| Spectrum Investment Advisors, Inc. | 5.33% | Add +1.7% | 40,287 | $8.0M |
| &partners | 0.09% | Add +87.9% | 39,013 | $7.9M |
| Plum Street Advisors, LLC | 3.90% | Reduce -5.3% | 39,831 | $7.9M |
| DAVENPORT & Co LLC | 0.05% | Add +2.0% | 39,734 | $7.9M |
| Financial Counselors Inc. | 0.11% | Add +0.1% | 39,409 | $7.8M |
| Fifth Third Securities, Inc. | 0.66% | Add +14.2% | 39,047 | $7.7M |
| Sterling Wealth Management, Inc. | 2.84% | Reduce -1.4% | 38,822 | $7.7M |
| OneDigital Investment Advisors LLC | 0.09% | Add +12.4% | 38,655 | $7.7M |
| Quent Capital, LLC | 0.79% | Reduce -1.6% | 38,552 | $7.6M |
| Collective Family Office LLC | 2.09% | Reduce -5.1% | 38,394 | $7.6M |
| Eagle Strategies LLC | 1.31% | Add +5.1% | 38,148 | $7.6M |
| Joel Isaacson & Co., LLC | 0.34% | Reduce -1.9% | 38,092 | $7.5M |
| Nicholas Hoffman & Company, LLC. | 0.30% | Add +1.3% | 37,904 | $7.5M |
| PrairieView Partners, LLC | 0.78% | Reduce -4.7% | 37,788 | $7.5M |
| MassMutual Private Wealth & Trust, FSB | 0.21% | Reduce -3.2% | 37,586 | $7.4M |
| Cornerstone Wealth Management, LLC | 0.50% | Reduce -22.1% | 37,245 | $7.4M |
| Spinnaker Trust | 0.47% | Add +0.2% | 37,228 | $7.4M |
| AE Wealth Management LLC | 0.06% | Add +6.1% | 37,067 | $7.3M |
| Courier Capital LLC | 0.50% | Add +0.3% | 36,802 | $7.3M |
| Ashton Thomas Private Wealth, LLC | 0.28% | Add +9.5% | 36,492 | $7.2M |
| Whittier Trust Co. | 0.09% | Add +11.7% | 36,338 | $7.2M |
| Aurelius Family Office LLC | 3.63% | — | 36,276 | $7.2M |
| Leeward Financial Partners, LLC | 2.54% | Add +4.4% | 35,966 | $7.1M |
| First American Trust, FSB | 0.71% | Reduce -1.3% | 35,698 | $7.1M |
| American Investment Services, Inc. | 1.25% | Reduce -0.4% | 35,589 | $7.1M |
| Whitegate Investment Counselors, Inc. | 2.41% | Reduce -36.5% | 35,515 | $7.0M |
| Arbor Wealth Advisors LLC | 6.25% | Add +1.5% | 35,407 | $7.0M |
| Nabity-Jensen Investment Management Inc | 5.27% | Reduce -0.1% | 35,236 | $7.0M |
| Tacita Capital Inc | 4.95% | Reduce -10.8% | 35,018 | $6.9M |
| Granby Capital Management, LLC | 3.59% | No change | 35,000 | $6.9M |
| Noble Family Wealth, LLC | 1.87% | Add +0.1% | 34,314 | $6.8M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.56% | Add +13.6% | 34,170 | $6.8M |
| Towerpoint Wealth, LLC | 3.29% | Add +0.1% | 33,844 | $6.7M |
| RTD Financial Advisors, Inc. | 0.86% | Reduce -1.3% | 33,828 | $6.7M |
| Pinnacle Financial Partners Inc | 0.14% | Add +1.3% | 33,770 | $6.7M |
| Wealthcare Advisory Partners LLC | 0.19% | Add +4.6% | 33,708 | $6.7M |
| Mayport, LLC | 1.97% | Add +7.7% | 33,676 | $6.7M |
| White Lighthouse Investment Management Inc. | 1.15% | Add +2.3% | 33,009 | $6.5M |
| Advisory Alpha, LLC | 0.23% | Reduce -1.0% | 32,876 | $6.5M |
| Quadcap Wealth Management, LLC | 0.96% | Add +0.2% | 32,841 | $6.5M |
| MorganRosel Wealth Management, LLC | 2.13% | Reduce -0.1% | 32,828 | $6.5M |
| First Manhattan Co. Llc. | 0.02% | Reduce -9.8% | 32,806 | $6.5M |
| Agf Management Ltd. | 0.03% | Add +2.5% | 32,805 | $6.5M |
| Van Cleef Asset Management,Inc | 0.71% | Add +0.1% | 32,776 | $6.5M |
| Fairway Financial, LLC | 5.92% | — | 32,723 | $6.5M |
| Mission Creek Capital Partners, Inc. | 1.41% | Reduce -0.3% | 32,638 | $6.5M |
| Cannon Financial Strategists, Inc. | 1.10% | Reduce -0.3% | 32,500 | $6.4M |
| GeoWealth Management, LLC | 0.21% | Reduce -7.2% | 32,496 | $6.4M |
| Vanguard Group Inc. | 0.00% | Add +4.0% | 32,490 | $6.4M |
| Cornerstone Management, Inc. | 1.24% | Reduce -9.3% | 32,392 | $6.4M |
| Mosaic Family Wealth Partners, LLC | 0.92% | Add +1.7% | 32,187 | $6.4M |
| Atmos Advisory, LLC | 4.38% | Add +2.8% | 31,803 | $6.3M |
| Invst, LLC | 0.77% | Add +1.9% | 31,761 | $6.3M |
| Pure Financial Advisors, LLC | 0.14% | Add +6.6% | 31,683 | $6.3M |
| Cornerstone Advisory, LLC | 0.70% | Add +2.1% | 30,191 | $6.1M |
| Prime Capital Investment Advisors, LLC | 0.09% | Reduce -7.8% | 30,402 | $6.0M |
| Stone Summit Wealth LLC | 1.99% | Reduce -9.7% | 29,847 | $5.9M |
| Chicago Partners Investment Group LLC | 0.20% | Reduce -0.7% | 29,580 | $5.9M |
| NBT Bank, N.A. | 0.41% | Add +12.4% | 29,536 | $5.9M |
| Brandywine Oak Private Wealth LLC | 0.57% | Add +2.5% | 29,501 | $5.8M |
| Monograph Wealth Advisors, LLC | 0.76% | Reduce -8.0% | 29,183 | $5.8M |
| Wealthfront Advisers LLC | 0.02% | Add +2.5% | 29,031 | $5.8M |
| TFB Advisors LLC | 1.63% | Add +1.1% | 28,818 | $5.7M |
| Kavar Capital Partners Group, LLC | 0.96% | Reduce -3.2% | 28,802 | $5.7M |
| General Partner, Inc. | 3.42% | Add +0.6% | 28,629 | $5.7M |
| Creekside Partners | 2.93% | Add +0.1% | 28,509 | $5.6M |
| Tenret Co LLC | 3.44% | Add +1.3% | 27,597 | $5.5M |
| CX Institutional | 0.22% | Add +24.7% | 27,525 | $5.5M |
| Northern Trust Corp. | 0.00% | Add +6.4% | 27,525 | $5.5M |
| Sharper & Granite LLC | 2.40% | Add +2.6% | 27,502 | $5.5M |
| Columbus Macro, LLC | 0.76% | Add +175.7% | 27,477 | $5.4M |
| Goepper Burkhardt LLC | 2.17% | Reduce -8.7% | 26,910 | $5.3M |
| Ausdal Financial Partners, Inc. | 0.45% | Add +2.9% | 26,568 | $5.3M |
| Manchester Capital Management LLC | 0.61% | No change | 26,442 | $5.2M |
| Chemistry Wealth Management LLC | 1.22% | Reduce -7.0% | 26,325 | $5.2M |
| Avidian Wealth Enterprises, LLC | 0.23% | Reduce -2.6% | 26,313 | $5.2M |
| Willis Investment Counsel | 0.34% | Add +7.1% | 26,269 | $5.2M |
| First Horizon Advisors, Inc. | 0.15% | Reduce -38.1% | 26,268 | $5.2M |
| Ackerman Capital Advisors, LLC | 1.36% | Add +0.3% | 26,141 | $5.2M |
| Apollon Wealth Management, LLC | 0.12% | Add +0.8% | 26,129 | $5.2M |
| Wrenne Financial Planning LLC | 2.94% | Reduce -0.2% | 26,101 | $5.2M |
| Everhart Financial Group, Inc. | 1.06% | Add +1.8% | 25,917 | $5.1M |
| Choate Investment Advisors | 0.12% | Add +4.0% | 25,852 | $5.1M |
| Mainsail Asset Management, LLC | 3.57% | Add +2.8% | 25,791 | $5.1M |
| Lam Group, Inc. | 3.61% | Reduce -0.0% | 25,520 | $5.1M |
| Rockbridge Investment Management, LCC | 0.65% | Reduce -8.5% | 25,396 | $5.0M |
| Facet Wealth, Inc. | 0.13% | Reduce -52.3% | 24,672 | $5.0M |
| Bangor Savings Bank | 0.47% | Reduce -0.7% | 25,238 | $5.0M |
| Elite Financial, Inc. | 2.70% | — | 25,157 | $5.0M |
| Mainsail Financial Group, LLC | 2.89% | Add +3.3% | 25,153 | $5.0M |
| CGN Advisors LLC | 0.48% | Reduce -0.5% | 25,086 | $5.0M |
| Truepoint, Inc. | 0.13% | Reduce -0.6% | 25,078 | $5.0M |
| Arax Advisory Partners | 0.31% | Add +3.5% | 24,888 | $4.9M |
| LifePlan Investment Advisors, Inc. | 3.05% | Reduce -3.4% | 24,878 | $4.9M |
| Trust Point Inc. | 0.34% | Reduce -16.0% | 24,837 | $4.9M |
| Perigon Wealth Management, LLC | 0.12% | Add +5.7% | 23,960 | $4.9M |
| Lutz Financial Services LLC | 0.39% | Reduce -0.6% | 24,612 | $4.9M |
| Ervin Investment Management, LLC | 3.13% | Reduce -2.7% | 24,517 | $4.9M |
| Barry Investment Advisors, LLC | 1.56% | Add +1.8% | 24,486 | $4.9M |
| Nwam LLC | 0.30% | Reduce -2.7% | 24,450 | $4.8M |
| Cambridge Financial Group, LLC | 2.07% | Reduce -3.3% | 24,442 | $4.8M |
| Bay Rivers Group | 2.31% | Add +4.6% | 24,033 | $4.8M |
| CSM Advisors, LLC | 0.22% | Add +30.4% | 24,004 | $4.8M |
| B. Riley Wealth Advisors, Inc. | 0.15% | Reduce -5.2% | 23,796 | $4.7M |
| Lansing Street Advisors | 1.64% | Reduce -4.1% | 23,753 | $4.7M |
| IHT Wealth Management, LLC | 0.15% | Reduce -0.4% | 23,657 | $4.7M |
| Glass Jacobson Investment Advisors llc | 1.54% | Reduce -2.2% | 23,611 | $4.7M |
| Zeit Capital LLC | 3.57% | Add +38.4% | 22,657 | $4.7M |
| Sigma Planning Corp | 0.15% | Add +1.3% | 23,408 | $4.6M |
| Commerce Bank | 0.03% | Add +1.7% | 23,389 | $4.6M |
| Brighton Jones LLC | 0.13% | Add +1.9% | 23,239 | $4.6M |
| Thrive Capital Management, LLC | 2.11% | Add +99.5% | 23,179 | $4.6M |
| James Investment Research, Inc. | 0.54% | Reduce -2.2% | 22,768 | $4.5M |
| E&G Advisors, LLC | 1.22% | Add +14.8% | 22,658 | $4.5M |
| Kathleen S. Wright Associates Inc. | 1.86% | Add +0.2% | 22,482 | $4.5M |
| Alpha Omega Wealth Management LLC | 0.84% | Add +1.3% | 22,473 | $4.5M |
| Citadel Advisors | 0.00% | Add +926.8% | 22,364 | $4.4M |
| Pinnacle Financial Group, LLC / IL | 1.74% | Add +3.1% | 22,353 | $4.4M |
| Integrated Wealth Concepts LLC | 0.05% | Add +4.6% | 22,101 | $4.4M |
| Tortoise Investment Management, LLC | 0.46% | Reduce -0.3% | 21,989 | $4.4M |
| Ameritas Advisory Services, LLC | 0.15% | Add +14.2% | 21,897 | $4.3M |
| Bluespring Wealth Management, LLC | 0.44% | Reduce -0.3% | 21,628 | $4.3M |
| Archford Capital Strategies, LLC | 0.65% | Reduce -33.2% | 21,528 | $4.3M |
| RFG Advisory, LLC | 0.12% | Add +2.4% | 21,455 | $4.3M |
| Townsquare Capital LLC | 0.05% | Add +4.4% | 21,257 | $4.2M |
| PFG Advisors | 0.26% | Reduce -1.0% | 21,175 | $4.2M |
| Regions Financial Corp. | 0.03% | Add +4.0% | 21,143 | $4.2M |
| SWAN Capital LLC | 2.03% | Reduce -19.8% | 21,002 | $4.2M |
| Coldstream Capital Management Inc. | 0.09% | Reduce -12.2% | 20,975 | $4.2M |
| Evergreen Wealth Management, LLC | 2.45% | Add +3.5% | 20,929 | $4.1M |
| Rf&l Wealth Management, LLC | 2.93% | Add +1.4% | 20,879 | $4.1M |
| Cathy Pareto & Associates, Inc. | 3.79% | — | 20,799 | $4.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -25.3% | 20,700 | $4.1M |
| Brookstone Capital Management | 0.06% | Add +28.8% | 20,676 | $4.1M |
| Advisors Capital Management, LLC | 0.06% | Add +1.5% | 20,632 | $4.1M |
| Stokes Family Office, LLC | 0.44% | No change | 20,565 | $4.1M |
| Beaumont Asset Management, L.L.C. | 2.33% | Reduce -1.3% | 20,327 | $4.0M |
| Kraft, Davis & Associates, LLC | 1.15% | Add +6.8% | 19,957 | $4.0M |
| CreativeOne Wealth, LLC | 0.12% | Add +5.5% | 20,226 | $4.0M |
| Ieq Capital, LLC | 0.04% | Add +132.4% | 20,184 | $4.0M |
| Valeo Financial Advisors, LLC | 0.11% | Reduce -4.8% | 27,185 | $4.0M |
| FDx Advisors, Inc. | 1.15% | Reduce -7.0% | 19,836 | $3.9M |
| Rialto Wealth Management, LLC | 1.29% | — | 19,641 | $3.9M |
| Index Fund Advisors, Inc. | 0.21% | Add +0.1% | 19,549 | $3.9M |
| TriaGen Wealth Management LLC | 1.30% | Add +0.9% | 19,461 | $3.9M |
| Martel Wealth Advisors LLC | 0.75% | Reduce -3.6% | 19,288 | $3.8M |
| Clearstead Advisors, LLC | 0.06% | Add +6.9% | 19,259 | $3.8M |
| Future You Wealth LLC | 2.67% | — | 19,030 | $3.8M |
| Citigroup Inc. | 0.00% | Reduce -18.2% | 18,957 | $3.8M |
| Obsido Oy | 3.38% | — | 18,954 | $3.8M |
| Northeast Financial Consultants Inc | 0.16% | No change | 18,950 | $3.8M |
| Scotia Capital Inc. | 0.02% | Add +2.8% | 18,837 | $3.7M |
| Summit Wealth & Retirement Planning, Inc. | 1.16% | Add +92.5% | 18,836 | $3.7M |
| BIP Wealth, LLC | 0.25% | Add +7.2% | 18,716 | $3.7M |
| Integrity Wealth Solutions LLC | 2.07% | Reduce -1.7% | 18,646 | $3.7M |
| Cahill Financial Advisors Inc. | 0.50% | Add +25.5% | 18,549 | $3.7M |
| Stark Wealth Management LLC | 2.70% | — | 18,478 | $3.7M |
| Culbertson A N & Co. Inc. | 0.58% | Add +8.1% | 18,254 | $3.6M |
| UMB Bank, n.a. | 0.06% | Reduce -1.5% | 18,122 | $3.6M |
| 3Chopt Investment Partners, LLC | 1.23% | Add +7.3% | 18,084 | $3.6M |
| Pittenger & Anderson Inc. | 0.13% | No change | 18,055 | $3.6M |
| Avantax Planning Partners, Inc. | 0.13% | Reduce -4.1% | 18,040 | $3.6M |
| Warner Financial, Inc. | 1.53% | Add +6.8% | 17,978 | $3.6M |
| Cranbrook Wealth Management, LLC | 0.82% | Reduce -1.3% | 17,942 | $3.6M |
| Tocqueville Asset Management L.P. | 0.06% | Reduce -0.5% | 17,868 | $3.5M |
| Signature Estate & Investment Advisors LLC | 0.09% | Add +5.1% | 17,861 | $3.5M |
| Theory Financial LLC | 1.48% | Add +2.0% | 17,853 | $3.5M |
| Councilor Wealth, LLC | 1.68% | Add +2.6% | 17,848 | $3.5M |
| FAS Wealth Partners, Inc. | 0.30% | Reduce -1.7% | 17,846 | $3.5M |
| Elgethun Capital Management | 0.86% | Add +6.0% | 17,808 | $3.5M |
| CWC Advisors, LLC. | 3.52% | Add +1.2% | 17,807 | $3.5M |
| Wedmont Private Capital | 0.19% | Add +1.8% | 18,074 | $3.5M |
| Falcon Wealth Planning | 0.39% | Reduce -2.1% | 17,802 | $3.5M |
| Vickerman Investment Advisors, Inc. | 0.96% | Reduce -2.1% | 17,753 | $3.5M |
| Foster & Motley Inc. | 0.23% | Reduce -12.3% | 17,744 | $3.5M |
| CWA Asset Management Group, LLC | 0.18% | Add +0.5% | 17,646 | $3.5M |
| Greenhouse Wealth Management, LLC | 2.30% | Reduce -0.3% | 17,577 | $3.5M |
| Signet Financial Management, LLC | 0.44% | Reduce -1.1% | 17,502 | $3.5M |
| Total Clarity Wealth Management, Inc. | 1.13% | Add +82.4% | 17,501 | $3.5M |
| Roof Eidam Maycock Peralta, LLC | 0.89% | Add +1.1% | 17,431 | $3.5M |
| IFP Advisors, Inc | 0.11% | Add +8.6% | 17,425 | $3.5M |
| Essex Financial Services, Inc. | 0.24% | Reduce -98.6% | 17,378 | $3.4M |
| Spire Wealth Management | 0.11% | Reduce -0.7% | 17,291 | $3.4M |
| Peak Retirement Planning, Inc. | 2.31% | — | 17,257 | $3.4M |
| World Investment Advisors | 0.09% | Reduce -89.2% | 17,144 | $3.4M |
| Werba Rubin Papier Wealth Management | 0.80% | Reduce -0.5% | 17,106 | $3.4M |
| EverSource Wealth Advisors, LLC | 0.19% | Add +22.0% | 16,958 | $3.4M |
| OLIO Financial Planning | 1.18% | Reduce -57.6% | 16,935 | $3.4M |
| Principal Financial Group Inc. | 0.00% | New | 16,905 | $3.4M |
| Wolff Financial Management LLC | 0.92% | Reduce -0.7% | 16,651 | $3.3M |
| Marble Harbor Investment Counsel, LLC | 0.36% | Add +1.4% | 16,651 | $3.3M |
| JFS Wealth Advisors, LLC | 0.22% | Reduce -1.1% | 16,602 | $3.3M |
| SOA Wealth Advisors, LLC. | 0.60% | Add +3.1% | 16,474 | $3.3M |
| Envision Financial LLC | 2.59% | — | 16,321 | $3.2M |
| O'Connor Financial Group LLC | 1.69% | Reduce -4.6% | 16,318 | $3.2M |
| Fiduciary Financial Group, LLC | 0.71% | Add +5.1% | 16,546 | $3.2M |
| Heartwood Wealth Advisors LLC | 0.36% | No change | 16,259 | $3.2M |
| Echo45 Advisors LLC | 2.09% | Add +8.8% | 15,968 | $3.2M |
| Evergreen Private Wealth LLC | 1.49% | Reduce -0.3% | 15,996 | $3.2M |
| Forza Wealth Management, LLC | 1.44% | No change | 15,964 | $3.2M |
| WealthShield Partners, LLC | 0.45% | Reduce -9.2% | 15,957 | $3.2M |
| Flputnam Investment Management Co. | 0.06% | Reduce -1.8% | 15,925 | $3.2M |
| Community Financial Services Group, LLC | 0.62% | Reduce -15.3% | 15,819 | $3.1M |
| Baldwin Wealth Partners LLC | 0.22% | Add +0.2% | 15,787 | $3.1M |
| American Financial & Tax Strategies Inc. | 1.62% | Reduce -0.2% | 15,756 | $3.1M |
| McKinley Carter Wealth Services, Inc. | 0.19% | Reduce -1.1% | 15,725 | $3.1M |
| Compound Planning, Inc. | 0.16% | Add +218.0% | 15,714 | $3.1M |
| Brown Wealth Management, LLC | 1.09% | Add +2.7% | 15,536 | $3.1M |
| Northwest Wealth Management, LLC | 0.65% | Reduce -7.1% | 15,488 | $3.1M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +32.1% | 15,243 | $3.0M |
| Geneos Wealth Management Inc. | 0.11% | Add +1.3% | 15,206 | $3.0M |
| Pathway Financial Advisors LLC | 0.69% | Add +0.5% | 15,159 | $3.0M |
| AdvisorNet Financial, Inc | 0.25% | Reduce -0.1% | 15,157 | $3.0M |
| CENTRAL TRUST Co | 0.07% | Add +3.1% | 15,147 | $3.0M |
| Hilltop National Bank | 0.90% | Add +30.4% | 15,104 | $3.0M |
| Wells Trecaso Financial Group, LLC | 0.98% | Add +1.5% | 15,085 | $3.0M |
| Diversify Wealth Management, LLC | 0.23% | Add +0.6% | 15,301 | $3.0M |
| Access Investment Management LLC | 0.86% | No change | 15,000 | $3.0M |
| Forum Financial Management, LP | 0.05% | Add +4.3% | 14,920 | $3.0M |
| Roberts Glore & Co. Inc. | 0.88% | Add +20.1% | 14,887 | $3.0M |
| LS Investment Advisors, LLC | 0.43% | Add +0.1% | 14,851 | $2.9M |
| Innealta Capital, LLC | 1.43% | Reduce -54.4% | 14,798 | $2.9M |
| IFG Advisory, LLC | 0.16% | Reduce -3.0% | 14,649 | $2.9M |
| Silver Oak Securities, Incorporated | 0.27% | Reduce -6.2% | 14,632 | $2.9M |
| Associated Banc-Corp | 0.09% | Add +3.0% | 14,518 | $2.9M |
| Towne Trust Company, N.A | 1.00% | New | 14,437 | $2.9M |
| Diversified Portfolios, Inc. | 0.31% | Add +9.6% | 14,395 | $2.9M |
| Earned Wealth Advisors, LLC | 0.91% | Add +1.8% | 14,337 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Add +108.0% | 14,315 | $2.8M |
| Waverly Advisors, LLC | 0.04% | Add +7.7% | 14,249 | $2.8M |
| Riversedge Advisors, LLC | 0.64% | Add +11.3% | 14,231 | $2.8M |
| RMR Capital Management, LLC | 2.10% | Reduce -0.9% | 14,206 | $2.8M |
| Financial Advisors Network, Inc. | 0.47% | — | 14,179 | $2.8M |
| Richard P Slaughter Associates Inc | 0.63% | Add +7.4% | 14,168 | $2.8M |
| Center For Asset Management LLC | 1.81% | Add +5.6% | 14,142 | $2.8M |
| SlateStone Wealth, LLC | 0.27% | Reduce -0.1% | 14,110 | $2.8M |
| Eclectic Associates Inc. | 0.83% | Reduce -2.9% | 14,086 | $2.8M |
| Bridge Generations Wealth Management LLC | 1.84% | — | 14,060 | $2.8M |
| Vawter Financial, Ltd. | 1.67% | Reduce -0.3% | 14,057 | $2.8M |
| Sageworth Trust Co | 0.17% | No change | 14,057 | $2.8M |
| MSH Capital Advisors LLC | 0.88% | Add +2.2% | 14,045 | $2.8M |
| Roundview Capital LLC | 0.19% | Reduce -4.0% | 14,045 | $2.8M |
| Ally Invest Advisors Inc. | 0.24% | Add +18.1% | 14,040 | $2.8M |
| O'ROURKE & COMPANY, Inc | 1.36% | Add +4.5% | 14,027 | $2.8M |
| Verity Asset Management, Inc. | 1.56% | Reduce -50.3% | 14,441 | $2.8M |
| Nikulski Financial, Inc. | 0.82% | Add +1.1% | 14,002 | $2.8M |
| North Star Investment Management Corp. | 0.19% | Add +2.6% | 13,982 | $2.8M |
| Mgo One Seven LLC | 0.11% | Add +2.6% | 13,963 | $2.8M |
| Tme Financial, Inc. | 2.58% | — | 13,765 | $2.8M |
| Linscomb Wealth, Inc. | 0.14% | Reduce -0.8% | 13,913 | $2.8M |
| Wealthspire Retirement, LLC | 0.22% | Add +5.4% | 13,874 | $2.7M |
| Magnus Financial Group LLC | 0.27% | Add +30.7% | 13,868 | $2.7M |
| Prospera Financial Services Inc | 0.06% | Add +2.4% | 13,741 | $2.7M |
| Arista Wealth Management, LLC | 0.65% | Add +0.0% | 13,683 | $2.7M |
| BlueSky Wealth Advisors, LLC | 0.42% | Reduce -0.0% | 13,648 | $2.7M |
| Simmons Bank | 0.20% | Reduce -2.0% | 13,640 | $2.7M |
| Financial Freedom, LLC | 1.42% | Add +0.6% | 13,629 | $2.7M |
| Financial Advocates Investment Management | 0.15% | Add +7.5% | 13,606 | $2.7M |
| Pillar Financial Advisors, LLC | 2.06% | — | 13,568 | $2.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -0.9% | 13,408 | $2.7M |
| Sonata Capital Group Inc. | 1.10% | Add +1.3% | 13,389 | $2.7M |
| Independent Financial Group, LLC | 0.09% | Add +0.6% | 13,250 | $2.6M |
| Corrigan Financial, Inc. | 0.60% | Add +0.3% | 13,116 | $2.6M |
| AMG National Trust Bank | 0.07% | Reduce -2.8% | 13,050 | $2.6M |
| CJM Wealth Advisers, Ltd. | 0.87% | Reduce -5.3% | 12,998 | $2.6M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -2.4% | 12,958 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +1.4% | 12,893 | $2.6M |
| Seeds Investor LLC | 0.73% | Add +1.9% | 12,877 | $2.6M |
| Opulen Financial Group LLC | 2.32% | — | 12,872 | $2.6M |
| WP Advisors, LLC | 0.85% | Add +0.5% | 12,871 | $2.6M |
| Ascent Group, LLC | 0.19% | Reduce -3.5% | 12,790 | $2.5M |
| Leavell Investment Management, Inc. | 0.12% | Add +1.7% | 12,738 | $2.5M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.96% | Reduce -0.3% | 12,655 | $2.5M |
| Plancorp, LLC | 0.10% | Reduce -0.1% | 12,632 | $2.5M |
| Worth Asset Management, LLC | 1.34% | New | 12,620 | $2.5M |
| SouthState Bank Corp | 0.16% | Reduce -0.8% | 12,517 | $2.5M |
| Principia Wealth Advisory, LLC | 2.32% | — | 12,446 | $2.5M |
| Evanson Asset Management, LLC | 0.17% | Add +8.8% | 12,445 | $2.5M |
| Walkner Condon Financial Advisors LLC | 0.50% | Reduce -5.7% | 12,428 | $2.5M |
| Principal Securities, Inc. | 0.06% | Add +0.3% | 12,405 | $2.5M |
| Prossimo Advisors, LLC | 1.78% | Add +2.7% | 12,393 | $2.5M |
| Maryland Capital Advisors Inc. | 1.13% | Reduce -0.0% | 12,345 | $2.4M |
| TRUE Private Wealth Advisors | 0.30% | Add +1.7% | 12,343 | $2.4M |
| Acropolis Investment Management, LLC | 0.14% | Reduce -1.1% | 12,238 | $2.4M |
| Gradient Capital Advisors, LLC | 0.78% | Add +11.4% | 12,231 | $2.4M |
| Rebalance, LLC | 0.18% | Reduce -0.0% | 12,207 | $2.4M |
| Tritonpoint Wealth, LLC | 0.22% | Add +0.1% | 12,175 | $2.4M |
| Composition Wealth, LLC | 0.05% | Reduce -11.8% | 12,158 | $2.4M |
| Quotient Wealth Partners, LLC | 0.08% | Add +2.7% | 12,071 | $2.4M |
| First United Bank & Trust | 0.87% | Add +2.1% | 12,064 | $2.4M |
| NorthLanding Financial Partners, LLC | 2.41% | Add +2.4% | 12,045 | $2.4M |
| Cary Street Partners Financial LLC | 0.08% | — | 11,987 | $2.4M |
| Optima Capital LLC | 1.64% | — | 11,984 | $2.4M |
| Renaissance Technologies | 0.00% | Add +240.0% | 11,900 | $2.4M |
| Patriot Investment Management Group, Inc. | 0.18% | Reduce -0.9% | 11,880 | $2.4M |
| Blue Barn Wealth, LLC | 1.23% | Reduce -0.9% | 11,776 | $2.3M |
| Creative Financial Designs Inc. | 0.19% | Add +1.2% | 11,768 | $2.3M |
| Sterling Financial Planning, Inc. | 0.85% | Reduce -4.0% | 11,724 | $2.3M |
| SeaCrest Wealth Management, LLC | 0.24% | Add +4.3% | 11,655 | $2.3M |
| Foundations Investment Advisors, LLC | 0.04% | New | 11,645 | $2.3M |
| Genesis Wealth Advisors, LLC | 2.00% | — | 11,554 | $2.3M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +16.1% | 11,535 | $2.3M |
| Sage Mountain Advisors LLC | 0.16% | Add +1.9% | 11,351 | $2.2M |
| Bessemer Group Inc. | 0.00% | Add +35.0% | 11,189 | $2.2M |
| Midwest Financial Group LLC | 1.27% | Add +0.5% | 11,178 | $2.2M |
| Investor's Fiduciary Advisor Network, LLC | 0.84% | — | 11,102 | $2.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.18% | Add +109.0% | 10,990 | $2.2M |
| Greenup Street Wealth Management LLC | 0.43% | Add +2.4% | 10,910 | $2.2M |
| Shayne & Jacobs, LLC | 0.56% | Add +0.4% | 10,867 | $2.2M |
| Vance Wealth, LLC | 0.83% | Reduce -6.5% | 10,797 | $2.1M |
| Synovus Financial Corp. | 0.03% | Reduce -47.1% | 10,744 | $2.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Reduce -2.2% | 10,750 | $2.1M |
| Regal Investment Advisors LLC | 0.16% | Add +2.9% | 10,725 | $2.1M |
| RoundAngle Advisors LLC | 2.02% | — | 10,687 | $2.1M |
| Matisse Capital | 1.07% | Add +2.3% | 10,652 | $2.1M |
| Mustard Seed Financial, LLC | 1.71% | Reduce -0.2% | 10,612 | $2.1M |
| Asset Dedication, LLC | 0.16% | Reduce -11.7% | 10,543 | $2.1M |
| Moneco Advisors, LLC | 0.22% | Add +2.8% | 10,482 | $2.1M |
| Keybank National Association | 0.01% | Reduce -12.2% | 10,402 | $2.1M |
| Newton One Investments LLC | 0.78% | Add +1.0% | 10,262 | $2.0M |
| Family Legacy, Inc. | 0.69% | Reduce -0.3% | 10,243 | $2.0M |
| Telos Capital Management, Inc. | 0.22% | Add +1.6% | 10,250 | $2.0M |
| Gotham Asset Management | 0.02% | No change | 10,175 | $2.0M |
| NewEdge Wealth, LLC | 0.03% | Add +65.6% | 10,163 | $2.0M |
| Argent Trust Co | 0.08% | Add +0.5% | 10,142 | $2.0M |
| One Charles Private Wealth Services, LLC | 0.68% | Add +19.0% | 10,141 | $2.0M |
| MB Generational Wealth, LLC | 1.47% | Reduce -0.4% | 10,122 | $2.0M |
| Aegis Wealth Management LLC | 1.35% | — | 10,069 | $2.0M |
| TD Private Client Wealth LLC | 0.06% | Add +7.9% | 10,018 | $2.0M |
| BTC Capital Management, Inc. | 0.18% | Add +1.1% | 10,024 | $2.0M |
| Beaird Harris Wealth Management, LLC | 0.17% | Reduce -0.7% | 10,005 | $2.0M |
| Anchor Pointe Wealth Management, LLC | 2.58% | — | 10,029 | $2.0M |
| 180 Wealth Advisors, LLC | 0.31% | Reduce -0.4% | 9,924 | $2.0M |
| Fiduciary Advisors, Inc. | 1.98% | — | 9,905 | $2.0M |
| Tranquility Partners, LLC | 0.74% | Reduce -0.8% | 9,822 | $2.0M |
| Advyzon Investment Management, LLC | 0.75% | — | 9,802 | $1.9M |
| Kraft Asset Management, LLC | 1.49% | Reduce -1.0% | 9,541 | $1.9M |
| Wealthspan Partners, LLC | 0.91% | Reduce -3.5% | 9,628 | $1.9M |
| Harbour Investments, Inc. | 0.05% | Reduce -1.9% | 9,605 | $1.9M |
| Thoroughbred Financial Services, LLC | 0.12% | Add +2.3% | 9,581 | $1.9M |
| Curtis Advisory Group, LLC | 0.50% | Add +2.2% | 9,570 | $1.9M |
| Cassady Schiller Wealth Management, LLC | 0.69% | Add +1.1% | 9,533 | $1.9M |
| Donaldson Capital Management, LLC | 0.07% | New | 9,522 | $1.9M |
| Triune Financial Partners, LLC | 0.59% | Reduce -0.7% | 9,505 | $1.9M |
| Farmers & Merchants Investments Inc. | 0.06% | Reduce -0.3% | 9,503 | $1.9M |
| Windward Private Wealth Management Inc. | 0.73% | Reduce -2.3% | 9,481 | $1.9M |
| Acorn Financial Advisory Services Inc. | 0.31% | Reduce -10.6% | 9,470 | $1.9M |
| Cullen/Frost Bankers, Inc. | 0.03% | Add +15.9% | 9,454 | $1.9M |
| Pine Valley Investments Ltd Liability Co | 0.12% | Add +3.1% | 9,384 | $1.9M |
| Wesbanco Bank Inc. | 0.06% | Add +2.1% | 9,378 | $1.9M |
| Factor Wealth Management LTD | 0.62% | — | 9,367 | $1.9M |
| Stevens Capital Partners | 0.84% | Add +3.1% | 9,313 | $1.8M |
| Tobias Financial Advisors, Inc. | 0.37% | Reduce -0.9% | 9,303 | $1.8M |
| AQR Capital Management | 0.00% | Add +36.5% | 9,289 | $1.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +0.3% | 9,269 | $1.8M |
| Trust Co. of Vermont | 0.09% | Add +18.0% | 9,232 | $1.8M |
| Ofc Financial Planning, LLC | 1.92% | — | 9,177 | $1.8M |
| Trustmark Bank Trust Department | 0.13% | Add +0.1% | 9,126 | $1.8M |
| Topsail Wealth Management, LLC | 0.38% | — | 9,071 | $1.8M |
| CVA Family Office, LLC | 0.28% | Reduce -0.3% | 9,059 | $1.8M |
| Duncker Streett & Co. Inc. | 0.33% | Reduce -1.9% | 9,058 | $1.8M |
| Global Retirement Partners, LLC | 0.05% | Add +2.0% | 9,053 | $1.8M |
| Stratos Wealth Advisors, LLC | 0.08% | Reduce -3.4% | 8,947 | $1.8M |
| Talon Private Wealth, LLC | 0.37% | Add +208.9% | 8,908 | $1.8M |
| Independent Advisor Alliance | 0.02% | New | 8,887 | $1.8M |
| Empower Advisory Group, LLC | 0.01% | Add +11.8% | 8,872 | $1.8M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Reduce -49.1% | 8,860 | $1.8M |
| Guidance Point Advisors, LLC | 0.51% | Add +1.1% | 8,849 | $1.8M |
| Trust Co of the South | 0.36% | Add +82.0% | 8,839 | $1.8M |
| Hudson Value Partners, LLC | 0.65% | Add +6.9% | 8,794 | $1.7M |
| West Branch Capital LLC | 0.55% | Reduce -0.9% | 8,736 | $1.7M |
| Bokf, NA | 0.03% | Add +3.1% | 8,836 | $1.7M |
| Kingsview Wealth Management, LLC | 0.03% | Add +2.4% | 8,644 | $1.7M |
| Probity Advisors, Inc. | 0.33% | Reduce -10.9% | 8,639 | $1.7M |
| Nations Financial Group Inc, /Ia/ | 0.13% | Reduce -1.1% | 8,616 | $1.7M |
| Csenge Advisory Group | 0.09% | Reduce -6.0% | 8,594 | $1.7M |
| Market Street Wealth Management Advisors LLC | 0.28% | No change | 8,568 | $1.7M |
| Paragon Capital Management Ltd | 0.34% | Add +0.5% | 8,552 | $1.7M |
| Mascagni Wealth Management, Inc. | 1.68% | — | 9,084 | $1.7M |
| Cadent Capital Advisors, LLC | 0.59% | Add +1.2% | 8,506 | $1.7M |
| City State Bank | 0.59% | Reduce -2.6% | 8,490 | $1.7M |
| PBMares Wealth Management LLC | 0.34% | Add +1.7% | 8,473 | $1.7M |
| McGlone Suttner Wealth Management, Inc. | 0.28% | Add +10.2% | 8,439 | $1.7M |
| Compton Wealth Advisory Group, LLC | 0.43% | No change | 8,432 | $1.7M |
| Grove Bank & Trust | 0.23% | Add +0.8% | 8,416 | $1.7M |
| Victory Capital Management Inc. | 0.00% | No change | 8,408 | $1.7M |
| Capital Analysts, LLC | 0.07% | Reduce -23.4% | 8,381 | $1.7M |
| Focus Financial Network, Inc. | 0.07% | Add +4.8% | 8,320 | $1.6M |
| USAdvisors Wealth Management, LLC | 0.53% | New | 8,310 | $1.6M |
| Parsons Capital Management Inc. | 0.09% | Add +0.0% | 8,216 | $1.6M |
| Dravo Bay LLC | 0.79% | Add +11.1% | 8,195 | $1.6M |
| InvesTrust | 0.45% | — | 8,173 | $1.6M |
| Planning Directions Inc. | 0.92% | Reduce -4.5% | 8,017 | $1.6M |
| WealthCare Investment Partners, LLC | 0.69% | Reduce -5.1% | 8,004 | $1.6M |
| Edge Capital Group, LLC | 0.07% | Add +3.1% | 7,904 | $1.6M |
| Breakwater Capital Group | 0.31% | Reduce -3.8% | 7,899 | $1.6M |
| Chapin Davis, Inc. | 0.51% | No change | 7,737 | $1.6M |
| EWG Elevate Inc. | 0.47% | Add +2.0% | 7,822 | $1.6M |
| SC&H Financial Advisors, Inc. | 0.32% | Reduce -0.4% | 7,782 | $1.5M |
| Horizon Bancorp Inc. | 0.73% | Add +1.5% | 7,772 | $1.5M |
| Y-Intercept (Hong Kong) Ltd | 0.10% | New | 7,763 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -0.7% | 7,746 | $1.5M |
| Belpointe Asset Management LLC | 0.09% | Reduce -2.0% | 7,731 | $1.5M |
| Newman Dignan & Sheerar, Inc. | 0.39% | Add +0.5% | 7,688 | $1.5M |
| Texas Bank & Trust Co | 0.62% | — | 7,613 | $1.5M |
| Liberty Wealth Management LLC | 0.25% | Add +4.9% | 7,593 | $1.5M |
| Red Tortoise LLC | 0.78% | Add +0.9% | 7,552 | $1.5M |
| Simon Quick Advisors, LLC | 0.09% | Reduce -12.2% | 7,477 | $1.5M |
| BigSur Wealth Management LLC | 0.42% | No change | 7,466 | $1.5M |
| Grange Capital, LLC | 1.55% | — | 7,463 | $1.5M |
| Paulson Wealth Management Inc. | 0.40% | Reduce -21.6% | 7,443 | $1.5M |
| Hardy Reed LLC | 0.13% | Add +0.1% | 7,436 | $1.5M |
| KPP Advisory Services LLC | 0.35% | Add +4.3% | 7,403 | $1.5M |
| Family Firm, Inc. | 0.33% | Reduce -11.1% | 7,398 | $1.5M |
| Fluent Financial, LLC | 0.65% | New | 7,394 | $1.5M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.9% | 7,366 | $1.5M |
| GFS Advisors, LLC | 0.22% | New | 7,336 | $1.5M |
| ProVise Management Group, LLC | 0.12% | Reduce -8.9% | 7,313 | $1.4M |
| Jefferies Financial Group Inc. | 0.02% | Add +1.3% | 7,249 | $1.4M |
| McNamara Financial Services, Inc. | 0.34% | Reduce -7.3% | 7,226 | $1.4M |
| Mutual Advisors, LLC | 0.04% | Add +1.3% | 7,028 | $1.4M |
| Baker Ellis Asset Management LLC | 0.21% | No change | 7,221 | $1.4M |
| Cooksen Wealth, LLC | 1.32% | Reduce -2.5% | 7,216 | $1.4M |
| C M Bidwell & Associates Ltd. | 0.87% | Reduce -0.5% | 7,193 | $1.4M |
| Ballentine Partners, LLC | 0.02% | No change | 7,184 | $1.4M |
| Eagle Harbor Asset Management Inc. | 1.43% | Reduce -0.6% | 7,182 | $1.4M |
| Arkadios Wealth Advisors | 0.08% | Add +5.5% | 7,146 | $1.4M |
| 1834 Investment Advisors Co. | 0.18% | Reduce -9.9% | 7,105 | $1.4M |
| Infinity Wealth Counsel, LLC | 1.48% | — | 7,000 | $1.4M |
| Forest Hill Capital, LLC | 1.06% | No change | 6,900 | $1.4M |
| Bank of Hawaii | 0.08% | Reduce -3.2% | 6,899 | $1.4M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -0.4% | 6,854 | $1.4M |
| Quantinno Capital Management LP | 0.01% | Add +66.3% | 6,784 | $1.3M |
| Fulton Bank, N.A. | 0.05% | No change | 6,774 | $1.3M |
| Insigneo Advisory Services, LLC | 0.14% | Add +23.9% | 6,731 | $1.3M |
| Wilmington Savings Fund Society, FSB | 0.02% | Add +1.5% | 6,729 | $1.3M |
| ARK & TLK Investments, LLC | 0.46% | No change | 6,721 | $1.3M |
| Alteri Wealth LLC | 0.37% | — | 6,713 | $1.3M |
| Richardson Financial Services Inc. | 0.93% | Add +0.4% | 6,703 | $1.3M |
| Michels Family Financial, LLC | 1.21% | — | 6,670 | $1.3M |
| Petix & Botte Co | 0.35% | Reduce -7.8% | 6,665 | $1.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.20% | Add +2.7% | 6,665 | $1.3M |
| Concourse Financial Group Securities, Inc. | 0.07% | Reduce -4.0% | 6,390 | $1.3M |
| Level Four Advisory Services, LLC | 0.05% | Add +0.3% | 6,615 | $1.3M |
| Root Financial Partners, LLC | 0.16% | Add +216.5% | 6,614 | $1.3M |
| Hall Capital Management Co. Inc. | 0.61% | — | 6,577 | $1.3M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.26% | Add +291.4% | 6,482 | $1.3M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | No change | 6,465 | $1.3M |
| Lido Advisors, LLC | 0.01% | Add +4.4% | 6,401 | $1.3M |
| Pacific Sun Financial Corp | 0.69% | Reduce -0.3% | 6,365 | $1.3M |
| Sage Investment Counsel LLC | 1.64% | — | 6,346 | $1.3M |
| Condor Capital Management | 0.11% | Add +0.4% | 6,322 | $1.3M |
| Level Financial Advisors | 0.45% | Reduce -1.7% | 6,220 | $1.2M |
| Jentner Corp | 0.36% | Reduce -3.1% | 6,207 | $1.2M |
| Wellington Management Group LLP | 0.00% | No change | 6,197 | $1.2M |
| Aire Advisors, LLC | 0.25% | Reduce -1.9% | 6,192 | $1.2M |
| Topel & Distasi Wealth Management, LLC | 0.52% | No change | 6,148 | $1.2M |
| Systematic Financial Management LP | 0.03% | Add +16877.8% | 6,112 | $1.2M |
| Clarity Capital Advisors, LLC | 0.81% | Add +0.6% | 6,111 | $1.2M |
| Blue Trust, Inc. | 0.02% | Reduce -4.1% | 6,109 | $1.2M |
| New Covenant Trust Company, N.A. | 1.20% | Reduce -15.1% | 6,101 | $1.2M |
| BSW Wealth Partners | 0.18% | Add +9.1% | 6,079 | $1.2M |
| Wescott Financial Advisory Group, LLC | 0.12% | Reduce -12.6% | 6,064 | $1.2M |
| Arete Wealth Advisors, LLC | 0.09% | Add +20.7% | 6,052 | $1.2M |
| Arbor Investment Advisors, LLC | 0.17% | Add +0.1% | 6,057 | $1.2M |
| Dynamic Financial Group | 1.21% | — | 6,021 | $1.2M |
| RFP Financial Group LLC | 0.46% | Add +119.3% | 6,014 | $1.2M |
| Discipline Wealth Solutions, LLC | 0.55% | Reduce -9.8% | 6,012 | $1.2M |
| Schechter Investment Advisors, LLC | 0.09% | Reduce -0.3% | 5,996 | $1.2M |
| Novak & Powell Financial Services, Inc. | 0.70% | Add +125.3% | 5,950 | $1.2M |
| Clear Point Advisors Inc. | 1.00% | Add +0.2% | 5,928 | $1.2M |
| Valmark Advisers, Inc. | 0.02% | Reduce -46.9% | 5,886 | $1.2M |
| Strategic Financial Partners, Ltd. | 0.59% | Add +0.6% | 5,875 | $1.2M |
| Lindbrook Capital, LLC | 0.10% | No change | 5,865 | $1.2M |
| Wealth Alliance, LLC | 0.14% | Add +3.3% | 5,858 | $1.2M |
| Arbor Trust Wealth Advisors, LLC | 0.54% | Reduce -3.2% | 5,846 | $1.2M |
| Schwallier Wealth Management LLC | 0.88% | Reduce -4.8% | 5,846 | $1.2M |
| Insight Advisors, LLC/ PA | 0.20% | Reduce -0.1% | 5,859 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Add +19.1% | 5,826 | $1.2M |
| Quadrant Capital Group LLC | 0.08% | No change | 5,758 | $1.1M |
| Martin Worley Group | 0.71% | — | 5,749 | $1.1M |
| Dentgroup LLC | 0.87% | Reduce -0.1% | 5,736 | $1.1M |
| Meridian Financial Advisors, LLC | 0.78% | Add +0.8% | 5,731 | $1.1M |
| Monument Group Wealth Advisors, LLC | 0.80% | Reduce -7.5% | 5,725 | $1.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +774.6% | 5,711 | $1.1M |
| LongView Wealth Management | 0.34% | Reduce -4.2% | 5,649 | $1.1M |
| SageView Advisory Group, LLC | 0.05% | Add +29.4% | 5,628 | $1.1M |
| Berkeley, Inc | 0.58% | Reduce -50.4% | 5,619 | $1.1M |
| Chatham Capital Group, Inc. | 0.18% | Reduce -2.1% | 5,595 | $1.1M |
| King Wealth Management Group | 0.16% | Add +7.1% | 5,579 | $1.1M |
| Prime Buchholz LLC | 0.36% | — | 5,548 | $1.1M |
| Transce3nd, LLC | 0.37% | — | 5,537 | $1.1M |
| GHP Investment Advisors, Inc. | 0.05% | Reduce -0.2% | 5,544 | $1.1M |
| Retirement Planning Group, LLC | 0.06% | Reduce -29.3% | 5,544 | $1.1M |
| Octavia Wealth Advisors, LLC | 0.13% | Reduce -4.3% | 5,528 | $1.1M |
| FSA Investment Group, LLC | 0.95% | — | 5,472 | $1.1M |
| Meritas Wealth Management, LLC | 0.65% | Add +0.0% | 5,481 | $1.1M |
| Main Street Financial Solutions, LLC | 0.11% | Add +0.2% | 5,479 | $1.1M |
| Transcend Capital Advisors, LLC | 0.08% | Reduce -2.1% | 5,465 | $1.1M |
| Compass Financial Group, INC | 0.20% | Add +2.1% | 5,454 | $1.1M |
| Beacon Financial Advisory LLC | 0.35% | Add +0.3% | 5,454 | $1.1M |
| Institute for Wealth Management, LLC. | 0.14% | Reduce -1.4% | 5,432 | $1.1M |
| Consolidated Portfolio Review Corp | 0.17% | Add +7.5% | 5,423 | $1.1M |
| Physician Wealth Advisors, Inc. | 0.18% | Reduce -1.3% | 5,401 | $1.1M |
| Walter & Keenan Wealth Management LLC /in/ | 0.32% | Add +101.5% | 5,382 | $1.1M |
| Perennial Investment Advisors, LLC | 0.13% | Reduce -4.1% | 5,381 | $1.1M |
| TruNorth Capital Management, LLC | 0.29% | Reduce -0.4% | 5,382 | $1.1M |
| Kathmere Capital Management, LLC | 0.10% | Add +5.4% | 5,360 | $1.1M |
| Legacy Private Trust Co. | 0.07% | Add +37.0% | 5,355 | $1.1M |
| VSM Wealth Advisory, LLC | 0.38% | — | 5,344 | $1.1M |
| Brand Asset Management Group, Inc. | 0.43% | Add +0.7% | 5,334 | $1.1M |
| Moisand Fitzgerald Tamayo, LLC | 0.15% | Reduce -1.8% | 5,333 | $1.1M |
| Carlson Capital Management | 0.05% | Add +1.3% | 5,331 | $1.1M |
| MidAtlantic Capital Management, Inc. | 0.77% | No change | 5,326 | $1.1M |
| Empowered Funds, LLC | 0.02% | No change | 5,282 | $1.0M |
| Strategic Financial Concepts, LLC | 0.20% | Add +8.0% | 5,244 | $1.0M |
| Baldwin Investment Management, LLC | 0.13% | Reduce -17.4% | 5,219 | $1.0M |
| Aveo Capital Partners, LLC | 0.11% | Add +2.7% | 5,208 | $1.0M |
| Iron Gate Global Advisors LLC | 0.15% | No change | 5,200 | $1.0M |
| BCS Wealth Management | 0.26% | New | 5,197 | $1.0M |
| First National Bank of Mount Dora, Trust Investment Services | 0.24% | No change | 5,196 | $1.0M |
| Coordinated Financial Services, Inc. | 0.81% | — | 5,162 | $1.0M |
| Founders Grove Wealth Partners, LLC | 0.30% | — | 5,155 | $1.0M |
| Uptick Partners, LLC | 0.37% | Add +1.4% | 5,130 | $1.0M |
| Fidelity D & D Bancorp Inc. | 0.67% | Add +2.4% | 5,098 | $1.0M |
| Parkside Financial Bank & Trust | 0.13% | Add +29.3% | 5,093 | $1.0M |
| Weitzel Financial Services, Inc. | 0.47% | Add +6.2% | 5,032 | $1.0M |
| Keb Asset Management, LLC | 0.29% | Reduce -5.5% | 5,038 | $998K |
| High Net Worth Advisory Group LLC | 0.28% | Add +11.3% | 5,030 | $998K |
| Resurgent Financial Advisors LLC | 0.58% | Add +4.5% | 4,983 | $987K |
| Montag A & Associates Inc. | 0.05% | Add +0.1% | 4,964 | $984K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.27% | Add +63.9% | 4,938 | $979K |
| Waller Financial Planning Group, Inc. | 0.25% | Add +0.1% | 4,934 | $978K |
| Intellectus Partners, LLC | 0.22% | Reduce -1.1% | 4,934 | $978K |
| Vannoy Advisory Group, Inc. | 0.73% | Reduce -0.2% | 4,930 | $977K |
| Trust Co | 0.11% | Reduce -8.2% | 4,930 | $977K |
| Caldwell Trust Co | 0.10% | Add +2.8% | 4,878 | $967K |
| Larson Financial Group LLC | 0.05% | Reduce -3.8% | 4,878 | $967K |
| Burns Matteson Capital Management, LLC | 0.53% | Reduce -0.0% | 4,799 | $951K |
| Flagstar Securities, Inc. | 0.24% | Add +1.3% | 4,783 | $948K |
| Silverlake Wealth Management LLC | 0.37% | Reduce -2.2% | 4,776 | $946K |
| Evoke Wealth, LLC | 0.03% | Add +5.0% | 4,773 | $946K |
| HFG Advisors, Inc. | 0.82% | Reduce -1.5% | 4,729 | $937K |
| St. Louis Trust Co | 0.13% | No change | 4,727 | $937K |
| Integrity Financial Corp | 0.54% | Add +24.1% | 4,716 | $935K |
| Canandaigua National Bank & Trust Co. | 0.09% | Reduce -5.0% | 4,678 | $927K |
| Sagace Wealth Management LLC | 0.69% | Reduce -35.8% | 4,613 | $914K |
| Fermata Advisors, LLC | 0.17% | Reduce -26.6% | 4,591 | $910K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +6.8% | 4,576 | $907K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +6.8% | 4,576 | $907K |
| Hoge Financial Services, LLC | 0.66% | Add +0.1% | 4,575 | $907K |
| Verisail Partners, LLC | 0.42% | — | 4,561 | $904K |
| Financial Alternatives, Inc | 0.64% | No change | 4,556 | $903K |
| Battery Global Advisors, LLC | 0.48% | No change | 4,545 | $901K |
| Mission Wealth Management, LP | 0.02% | Reduce -3.6% | 4,527 | $897K |
| Hart & Patterson Financial Group LLC | 0.44% | Reduce -0.4% | 4,519 | $896K |
| Jacobi Capital Management LLC | 0.07% | Reduce -5.2% | 4,500 | $892K |
| Diversify Advisory Services, LLC | 0.05% | Reduce -15.1% | 4,560 | $890K |
| Bowman & Co S.C. | 0.46% | Reduce -3.1% | 4,489 | $890K |
| Gladstone Institutional Advisory LLC | 0.04% | Add +4.1% | 4,478 | $887K |
| Bruce G. Allen Investments, LLC | 0.72% | Add +64.9% | 4,471 | $886K |
| One Day In July LLC | 0.09% | Add +1.1% | 4,450 | $882K |
| Disciplined Investments, LLC | 0.43% | Add +1.5% | 4,434 | $879K |
| Goelzer Investment Management, Inc. | 0.05% | Reduce -4.2% | 4,430 | $878K |
| Conrad Siegel Investment Advisors, Inc. | 0.24% | Reduce -0.6% | 4,429 | $878K |
| United Advisor Group, LLC | 0.17% | Reduce -32.0% | 4,419 | $876K |
| Ritholtz Wealth Management | 0.03% | Add +0.5% | 4,415 | $875K |
| City Holding Co. | 0.12% | Add +2.4% | 4,413 | $875K |
| Compass Capital Corp. /Ma/ | 0.34% | — | 4,275 | $870K |
| Tradewinds, LLC. | 0.24% | Add +66.0% | 4,286 | $870K |
| Smithfield Trust Co | 0.04% | Reduce -1.1% | 4,382 | $869K |
| Canal Capital Management, LLC | 0.14% | No change | 4,382 | $868K |
| RS Crum Inc. | 0.21% | Reduce -1.4% | 4,369 | $866K |
| BKM Wealth Management, LLC | 0.35% | Reduce -1.8% | 4,366 | $865K |
| Soltis Investment Advisors LLC | 0.08% | Add +24.3% | 4,352 | $862K |
| UNIVEST FINANCIAL Corp | 0.05% | Reduce -9.3% | 4,351 | $862K |
| Cambridge Capital Management, LLC | 0.55% | Add +92.4% | 4,334 | $859K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -6.8% | 4,327 | $858K |
| Fearless Solutions, LLC dba Best Invest | 0.65% | — | 4,319 | $856K |
| Nemes Rush Group LLC | 0.11% | Add +0.4% | 4,294 | $851K |
| Tyche Wealth Partners LLC | 0.18% | No change | 4,285 | $849K |
| Revisor Wealth Management LLC | 0.78% | Add +67.0% | 4,221 | $846K |
| Legacy Edge Advisors, LLC | 0.13% | Reduce -26.5% | 4,278 | $845K |
| IFG Advisors, LLC | 0.17% | Add +13.1% | 4,257 | $844K |
| Mezzasalma Advisors, LLC | 0.27% | New | 4,251 | $842K |
| Legacies Wealth LLC | 0.65% | No change | 4,251 | $842K |
| Spreng Capital Management, Inc. | 0.37% | Add +8.9% | 4,219 | $836K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +17.1% | 4,199 | $832K |
| Clarius Group, LLC | 0.06% | No change | 4,199 | $832K |
| Cibc World Market Inc. | 0.00% | Add +6.3% | 4,151 | $823K |
| Lion Street Advisors, LLC | 0.26% | Reduce -6.0% | 4,129 | $818K |
| Wrapmanager Inc. | 0.21% | Add +2.3% | 4,111 | $815K |
| Diversified Enterprises, LLC | 0.08% | Reduce -2.3% | 4,111 | $815K |
| Raffa Wealth Management, LLC | 0.19% | Add +0.9% | 4,111 | $815K |
| Willner & Heller, LLC | 0.71% | Reduce -5.0% | 4,109 | $814K |
| Stonebridge Financial Planning Group, LLC | 0.36% | Add +30.1% | 4,105 | $814K |
| Graves Light Lenhart Wealth, Inc. | 0.10% | Add +5.5% | 4,094 | $811K |
| Painted Porch Advisors LLC | 0.40% | Add +1.0% | 4,093 | $811K |
| Neuberger Berman Group LLC | 0.00% | Reduce -1.8% | 4,087 | $810K |
| Jackson Creek Investment Advisors LLC | 0.24% | Add +1.3% | 4,076 | $808K |
| Friday Financial | 0.55% | — | 4,048 | $802K |
| Kovack Advisors, Inc. | 0.08% | Add +0.8% | 4,046 | $802K |
| Hemington Wealth Management | 0.20% | No change | 4,040 | $800K |
| Galvin, Gaustad & Stein, LLC | 0.07% | Reduce -11.3% | 4,031 | $799K |
| Armbruster Capital Management, Inc. | 0.16% | Add +1.3% | 3,965 | $786K |
| Evermay Wealth Management LLC | 0.12% | Reduce -42.0% | 3,964 | $786K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Reduce -12.6% | 3,956 | $784K |
| Embree Financial Group | 0.13% | Add +0.0% | 3,929 | $779K |
| American Money Management, LLC | 0.15% | Reduce -1.8% | 3,928 | $778K |
| Capasso Planning Partners LLC | 0.31% | Reduce -30.4% | 3,928 | $778K |
| Chesley Taft & Associates LLC | 0.04% | No change | 3,927 | $778K |
| Sightline Wealth Advisors, LLC | 0.42% | Add +0.1% | 3,903 | $774K |
| Anchor Investment Management, LLC | 0.07% | Add +1.6% | 3,903 | $774K |
| Carolinas Wealth Consulting LLC | 0.15% | Add +0.4% | 3,872 | $767K |
| Glassman Wealth Services | 0.13% | Add +38.8% | 3,828 | $759K |
| Capital Investment Advisors, LLC | 0.02% | Add +141.8% | 3,825 | $758K |
| Bestgate Wealth Advisors, LLC | 1.52% | — | 3,814 | $756K |
| Snowden Capital Advisors LLC | 0.02% | Add +2.8% | 3,776 | $748K |
| Accretive Wealth Partners, LLC | 0.32% | Reduce -0.2% | 3,761 | $745K |
| Caitlin John, LLC | 0.51% | No change | 3,759 | $745K |
| Quantum Financial Advisors, LLC | 0.11% | No change | 3,753 | $744K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +1.2% | 3,750 | $743K |
| TAP Consulting, LLC | 0.15% | Add +0.9% | 3,750 | $743K |
| Lake Street Private Wealth, LLC | 0.12% | Add +0.5% | 3,730 | $739K |
| Granite FO LLC | 0.42% | No change | 3,714 | $736K |
| JT Stratford LLC | 0.12% | Add +4.8% | 3,713 | $736K |
| Elyxium Wealth, LLC | 0.45% | Add +86.5% | 3,689 | $731K |
| Magnolia Private Wealth, LLC | 0.65% | — | 3,686 | $730K |
| Precedent Wealth Partners, LLC | 0.24% | Add +4.9% | 3,682 | $730K |
| Visionary Wealth Advisors | 0.04% | Reduce -2.0% | 3,676 | $729K |
| HBK Sorce Advisory LLC | 0.02% | Add +15.1% | 3,664 | $726K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -19.6% | 3,617 | $717K |
| Life Planning Partners, Inc | 0.66% | No change | 3,599 | $713K |
| Agate Pass Investment Management, LLC | 0.32% | No change | 3,576 | $709K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.33% | Reduce -6.2% | 3,571 | $708K |
| McDonald Partners LLC | 0.18% | No change | 3,569 | $707K |
| Aspen Grove Capital, LLC | 0.15% | Add +48.6% | 3,566 | $707K |
| Franklin Resources Inc. | 0.00% | Add +1.4% | 3,565 | $707K |
| Parcion Private Wealth LLC | 0.05% | No change | 3,550 | $704K |
| Westhampton Capital, LLC | 0.36% | Add +21.2% | 3,540 | $702K |
| Becker Capital Management Inc. | 0.02% | No change | 3,500 | $694K |
| Oak Hill Wealth Advisors, LLC | 0.17% | — | 3,494 | $692K |
| Bleakley Financial Group, LLC | 0.02% | Add +25.9% | 3,486 | $691K |
| Klingman & Associates, LLC | 0.04% | Reduce -33.3% | 3,476 | $689K |
| Magnolia Capital Advisors LLC | 0.18% | New | 3,476 | $689K |
| Pekin Hardy Strauss, Inc. | 0.09% | Reduce -2.5% | 3,466 | $687K |
| Madison Wealth Partners, Inc | 0.19% | Reduce -2.2% | 3,450 | $684K |
| Hexagon Capital Partners LLC | 0.12% | Reduce -6.1% | 3,443 | $682K |
| Townsend Asset Management Corp. /NC/ | 0.25% | Add +18.9% | 3,435 | $681K |
| Atlas Financial Advisors, Inc. | 1.05% | New | 3,410 | $676K |
| Libra Wealth LLC | 0.26% | No change | 3,406 | $675K |
| JPL Wealth Management, LLC | 0.19% | — | 3,394 | $673K |
| McLean Asset Management Corp | 0.20% | Reduce -6.1% | 3,393 | $672K |
| Citizens Financial Group Inc. | 0.01% | Add +1.9% | 3,390 | $672K |
| Landmark Wealth Management, LLC | 0.29% | Reduce -2.8% | 3,355 | $665K |
| Mayfair Advisory Group, LLC | 0.39% | Add +58.2% | 3,351 | $664K |
| Woodmont Investment Counsel LLC | 0.05% | Reduce -5.3% | 3,347 | $663K |
| Trilogy Capital Inc. | 0.03% | Add +0.2% | 3,341 | $662K |
| Financial Harvest, LLC | 0.56% | — | 3,325 | $659K |
| Winebrenner Capital Management LLC | 0.51% | — | 3,323 | $659K |
| Proficio Capital Partners LLC | 0.05% | No change | 3,310 | $656K |
| Continuum Advisory, LLC | 0.08% | Add +1.5% | 3,303 | $655K |
| Objective Capital Management, LLC | 0.44% | Reduce -6.9% | 3,302 | $654K |
| Cozad Asset Management Inc. | 0.06% | Reduce -7.0% | 3,294 | $653K |
| Brass Tax Wealth Management, Inc. | 0.14% | Add +0.2% | 3,291 | $652K |
| StoneX Group Inc. | 0.04% | New | 3,289 | $652K |
| Evergreen Capital Management LLC | 0.02% | No change | 3,281 | $650K |
| Bedel Financial Consulting, Inc. | 0.09% | Add +0.6% | 3,163 | $649K |
| QRG Capital Management, Inc. | 0.01% | Add +25.7% | 3,269 | $648K |
| Abbot Financial Management, Inc. | 0.32% | Add +5.7% | 3,261 | $646K |
| Exchange Bank | 0.52% | Add +0.1% | 3,257 | $645K |
| Busey Bank | 0.02% | No change | 3,252 | $644K |
| Vantage Financial Partners, LLC | 0.16% | Reduce -23.2% | 3,250 | $644K |
| MIdWestOne Financial Group, Inc. | 0.09% | Reduce -25.9% | 3,248 | $644K |
| Axis Wealth Partners, LLC | 0.54% | — | 3,246 | $643K |
| Rockwood Wealth Management, LLC | 0.07% | Add +5.1% | 3,255 | $643K |
| Austin Wealth Management, LLC | 0.13% | Add +77.3% | 3,134 | $641K |
| Greykasell Wealth Strategies, Inc. | 0.36% | — | 3,230 | $640K |
| Astra Wealth Partners LLC | 0.60% | — | 3,204 | $635K |
| WMS Partners, LLC | 0.04% | No change | 3,204 | $635K |
| NorthRock Partners, LLC | 0.02% | Add +0.5% | 3,199 | $634K |
| Wealth Quarterback LLC | 0.30% | Reduce -21.9% | 3,197 | $634K |
| AlTi Global, Inc. | 0.02% | New | 3,096 | $633K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +0.3% | 3,190 | $632K |
| Lane & Associates LLC | 0.33% | Reduce -6.6% | 3,078 | $632K |
| American Trust | 0.05% | Add +179.0% | 3,181 | $630K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +41.5% | 3,171 | $629K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Add +0.1% | 3,169 | $628K |
| Crestwood Advisors Group, LLC | 0.01% | Add +8.9% | 3,165 | $627K |
| Gibson Capital, LLC | 0.13% | No change | 3,152 | $625K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -0.2% | 3,117 | $618K |
| Western Wealth Management, LLC | 0.03% | Reduce -2.6% | 3,088 | $612K |
| Wealthstream Advisors, Inc. | 0.11% | Add +0.2% | 3,085 | $611K |
| Country Club Bank | 0.04% | No change | 3,087 | $610K |
| SOL Capital Management CO | 0.07% | No change | 3,075 | $609K |
| Resolute Advisors LLC | 0.12% | Add +0.5% | 3,062 | $607K |
| Unconventional Investor, LLC | 0.37% | Add +0.5% | 3,051 | $605K |
| Hoxton Planning & Management, LLC | 0.23% | Reduce -0.2% | 3,051 | $605K |
| Apexium Financial, LP | 0.04% | Reduce -0.8% | 3,024 | $599K |
| Avant Financial Advisors LLC | 0.55% | — | 3,018 | $598K |
| Dopkins Wealth Management, LLC | 0.30% | Add +12.2% | 2,996 | $594K |
| Fortune Financial Advisors, LLC | 0.54% | Reduce -5.4% | 2,994 | $593K |
| Anderson Hoagland & Co. | 0.06% | No change | 2,881 | $589K |
| Beckerman Institutional, LLC | 0.47% | Add +7.3% | 2,942 | $583K |
| Centaurus Financial, Inc. | 0.04% | Add +2.4% | 2,941 | $583K |
| Debussy Capital Management LP | 0.09% | Add +2.7% | 2,825 | $582K |
| Apeiron RIA LLC | 0.16% | Add +4.0% | 2,936 | $582K |
| Centennial Bank | 0.27% | Add +4.5% | 2,925 | $580K |
| Silver Oak Advisory Group, Inc. | 0.31% | Reduce -0.1% | 2,922 | $579K |
| Forefront Wealth Partners, LLC | 0.43% | — | 2,906 | $576K |
| Collaborative Wealth Managment Inc. | 0.26% | Reduce -0.1% | 2,899 | $575K |
| TrinityPoint Wealth, LLC | 0.08% | Add +1.4% | 2,890 | $573K |
| Manuka Financial, LLC | 0.39% | — | 2,888 | $572K |
| Westfuller Advisors, LLC | 0.36% | New | 2,884 | $572K |
| Pointe Capital Management LLC | 0.33% | Add +9.6% | 2,867 | $568K |
| Comprehensive Money Management Services LLC | 0.47% | — | 2,866 | $568K |
| Altiora Financial Group, LLC | 0.12% | Reduce -25.9% | 2,860 | $567K |
| American National Bank & Trust | 0.06% | Add +58.5% | 2,838 | $562K |
| Private Trust Co. NA | 0.06% | Reduce -2.9% | 2,828 | $560K |
| Camelot Technology Advisors, Inc. | 0.51% | Reduce -0.8% | 2,827 | $560K |
| HUB Investment Partners, LLC | 0.02% | Reduce -10.2% | 2,824 | $560K |
| Kiely Wealth Advisory Group, Inc. | 0.36% | Add +0.2% | 2,746 | $558K |
| Tennessee Valley Asset Management Partners | 0.09% | Reduce -2.8% | 2,803 | $555K |
| SVB Wealth LLC | 0.01% | New | 2,802 | $555K |
| Tyler-Stone Wealth Management | 0.10% | Add +0.4% | 2,795 | $554K |
| Elm Partners Management LLC | 0.04% | Add +0.5% | 2,792 | $553K |
| Godsey & Gibb, Inc. | 0.06% | No change | 2,791 | $553K |
| BlackRock, Inc. | 0.00% | Add +226.5% | 2,788 | $553K |
| Roffman Miller Associates Inc. | 0.03% | Reduce -5.3% | 2,785 | $552K |
| ERn Financial, LLC | 0.08% | No change | 2,769 | $549K |
| TCI Wealth Advisors, Inc. | 0.05% | Reduce -11.4% | 2,768 | $549K |
| Empirical Asset Management, LLC | 0.18% | No change | 2,765 | $548K |
| MWA Asset Management | 0.36% | Reduce -0.7% | 2,748 | $545K |
| Apollon Financial, LLC | 0.13% | Add +1.9% | 2,724 | $540K |
| K2 Financial Inc. | 0.54% | — | 2,740 | $540K |
| Windsor Advisory Group, LLC | 0.63% | No change | 2,720 | $539K |
| Founders Financial Securities LLC | 0.05% | Reduce -4.5% | 2,718 | $539K |
| Aviso Wealth Management | 0.27% | No change | 2,712 | $537K |
| Potentia Wealth | 0.24% | — | 2,709 | $537K |
| Greenline Partners, LLC | 0.08% | Add +1.8% | 2,709 | $537K |
| Passumpsic Savings Bank | 0.33% | Add +4.4% | 2,703 | $536K |
| Frederick Financial Consultants, LLC | 0.43% | — | 2,700 | $535K |
| Sonoma Private Wealth LLC | 0.86% | Reduce -1.1% | 2,687 | $533K |
| Cascade Wealth Advisors, Inc | 0.36% | Reduce -22.5% | 2,680 | $531K |
| Integrity Alliance, Llc. | 0.06% | — | 2,675 | $530K |
| Atticus Wealth Management, LLC | 0.16% | Add +0.5% | 2,663 | $528K |
| Verdence Capital Advisors LLC | 0.04% | Reduce -2.0% | 2,662 | $528K |
| Quarry Hill Advisors, LLC | 0.35% | No change | 2,652 | $526K |
| Red Wave Investments LLC | 0.18% | No change | 2,647 | $525K |
| SteelPeak Wealth, LLC | 0.02% | Add +38.9% | 2,638 | $523K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +28.8% | 2,629 | $521K |
| Family Investment Center, Inc. | 0.13% | Reduce -3.8% | 2,616 | $518K |
| Droms Strauss Advisors Inc. /Mo/ | 0.17% | Reduce -1.0% | 2,615 | $518K |
| Modern Wealth Management, LLC | 0.02% | Add +6.9% | 2,615 | $518K |
| Elevation Wealth Partners, LLC | 0.22% | Reduce -1.7% | 2,606 | $516K |
| Smith Thornton Advisors LLC | 0.33% | No change | 2,602 | $516K |
| Murphy & Mullick Capital Management Corp | 0.47% | — | 2,595 | $514K |
| Wealth Management Nebraska | 0.08% | — | 2,572 | $510K |
| Sax Wealth Advisors, LLC | 0.04% | Add +56.9% | 2,568 | $509K |
| PAX Financial Group, LLC | 0.09% | Reduce -0.8% | 2,554 | $506K |
| Prosperity Consulting Group, LLC | 0.04% | No change | 2,546 | $505K |
| Investmark Advisory Group LLC | 0.25% | Add +0.6% | 2,539 | $503K |
| Selective Wealth Management, Inc. | 0.20% | Add +4.1% | 2,516 | $503K |
| Carnegie Investment Counsel | 0.01% | Reduce -4.0% | 2,526 | $501K |
| Ariadne Wealth Management, LP | 0.23% | Add +13.8% | 2,442 | $497K |
| Drucker Wealth 3.0, LLC | 0.11% | Reduce -1.8% | 2,503 | $496K |
| NorthStar Asset Management LLC | 0.31% | Add +5.1% | 2,487 | $493K |
| PKS Advisory Services, LLC | 0.12% | — | 2,479 | $491K |
| Fidelis Capital Partners, LLC | 0.05% | Add +15.8% | 2,415 | $490K |
| Medallion Wealth Advisors, LLC | 0.24% | — | 2,486 | $489K |
| Versant Capital Management, Inc | 0.10% | Reduce -4.2% | 2,455 | $487K |
| Tsfg, LLC | 0.10% | Add +46.8% | 2,442 | $484K |
| Seed Wealth Management, Inc. | 0.39% | No change | 2,440 | $484K |
| SBI Securities Co., Ltd. | 0.01% | — | 2,433 | $482K |
| First National Bank Sioux Falls | 0.20% | No change | 2,428 | $481K |
| Pension & Wealth Management Advisors, Inc. | 0.19% | Reduce -0.6% | 2,427 | $481K |
| Nottingham Advisors, Inc. | 0.06% | Add +41.1% | 2,407 | $477K |
| Round Rock Advisors LLC | 0.10% | No change | 2,405 | $477K |
| Harbor Investment Advisory, LLC | 0.04% | Add +21.5% | 2,405 | $477K |
| Rinkey Investments | 0.15% | No change | 2,392 | $474K |
| EPIQ Capital Group, LLC | 0.12% | Add +0.6% | 2,373 | $470K |
| Staley Capital Advisers Inc. | 0.02% | No change | 2,371 | $470K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -16.1% | 2,352 | $466K |
| Glenview Trust Co | 0.01% | Reduce -14.6% | 2,348 | $465K |
| Taylor & Morgan Wealth Management, LLC | 0.33% | Reduce -2.9% | 2,345 | $465K |
| Salem Investment Counselors Inc. | 0.02% | No change | 2,330 | $462K |
| Lodestone Wealth Management LLC | 0.23% | No change | 2,323 | $460K |
| Dakota Wealth Management | 0.01% | Reduce -1.5% | 2,317 | $459K |
| Nicolet Advisory Services, LLC | 0.04% | Add +31.4% | 2,351 | $459K |
| Cypress Point Wealth Management, LLC | 0.14% | Add +0.6% | 2,308 | $457K |
| Guardian Wealth Management, Inc. | 0.31% | Reduce -22.2% | 2,306 | $457K |
| Fourth Dimension Wealth, LLC | 0.24% | — | 2,285 | $453K |
| Wambolt & Associates, LLC | 0.15% | Reduce -5.0% | 2,280 | $452K |
| Lakewood Asset Management LLC | 0.31% | Add +0.6% | 2,279 | $452K |
| Eagle Rock Investment Company, LLC | 0.07% | Reduce -1.4% | 2,272 | $450K |
| Ballentine Capital Advisors, Inc | 0.23% | No change | 2,264 | $449K |
| WoodTrust Financial Corp | 0.06% | Add +9.2% | 2,258 | $447K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +9.4% | 2,251 | $446K |
| Bell Investment Advisors, Inc | 0.08% | Reduce -1.4% | 2,242 | $444K |
| Team Hewins, LLC | 0.17% | Add +17.7% | 2,235 | $443K |
| DGS Capital Management, LLC | 0.11% | Add +10.7% | 2,222 | $440K |
| Aptus Capital Advisors, LLC | 0.01% | Add +14.2% | 2,215 | $439K |
| Finward Bancorp | 0.38% | — | 2,212 | $438K |
| Milestone Investment Advisors LLC | 0.12% | Reduce -2.1% | 2,193 | $435K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -41.3% | 2,168 | $430K |
| Narus Financial Partners, LLC | 0.15% | Reduce -8.7% | 2,167 | $430K |
| Rooted Wealth Advisors, Inc. | 0.17% | Reduce -0.1% | 2,156 | $428K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -16.4% | 2,158 | $428K |
| BLB&B Advisors, LLC | 0.02% | Add +8.7% | 2,157 | $427K |
| National Bank of Canada | 0.00% | Add +9.6% | 2,153 | $427K |
| Ridgewood Investments LLC | 0.21% | Reduce -2.7% | 2,149 | $426K |
| Financial Futures Ltd Liability Co. | 0.24% | Reduce -0.1% | 2,149 | $426K |
| Key Client Fiduciary Advisors, LLC | 0.19% | Add +2.3% | 2,136 | $423K |
| Procyon Advisors, LLC | 0.03% | Reduce -12.8% | 2,132 | $423K |
| Keystone Financial Group | 0.04% | Add +0.4% | 2,129 | $422K |
| Pinnacle Bancorp, Inc. | 0.14% | Add +2.5% | 2,127 | $422K |
| Pettyjohn, Wood & White, Inc. | 0.08% | No change | 2,120 | $420K |
| HSBC Holdings PLC | 0.00% | Add +8.7% | 2,105 | $417K |
| Hardin Capital Partners, LLC | 0.25% | Add +3.1% | 2,101 | $416K |
| Oldfather Financial Services, LLC | 0.16% | No change | 2,096 | $415K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 2,084 | $413K |
| Acorn Wealth Advisors, LLC | 0.17% | New | 2,081 | $412K |
| Cahill Wealth Management, LLC | 0.21% | No change | 2,072 | $411K |
| Copia Wealth Management | 0.39% | — | 2,070 | $410K |
| Provident Wealth Management, LLC | 0.14% | No change | 2,057 | $408K |
| KKM Financial LLC | 0.17% | No change | 2,049 | $406K |
| Dominguez Wealth Management Solutions, Inc. | 0.30% | Reduce -0.9% | 2,043 | $405K |
| Sapient Capital LLC | 0.01% | Add +5.4% | 2,037 | $404K |
| Vista Capital Partners, Inc. | 0.05% | Reduce -2.1% | 2,028 | $402K |
| Villere St Denis J & Co. LLC | 0.04% | No change | 2,022 | $401K |
| Chapman Financial Group, LLC | 0.32% | — | 2,015 | $399K |
| Accredited Investors Inc. | 0.02% | No change | 2,015 | $399K |
| Winthrop Capital Management, LLC | 0.11% | New | 2,014 | $398K |
| Clear Creek Financial Management, LLC | 0.04% | Add +33.2% | 2,002 | $397K |
| Bantamac Capital, LLC | 0.18% | No change | 2,000 | $396K |
| Rathbones Group PLC | 0.00% | No change | 2,000 | $396K |
| Athena Investment Management | 0.23% | No change | 1,998 | $396K |
| World Equity Group, Inc. | 0.08% | New | 1,996 | $396K |
| Burling Wealth Partners, LLC | 0.08% | — | 1,990 | $394K |
| Curated Wealth Partners LLC | 0.04% | New | 1,986 | $394K |
| West Financial Advisors, LLC | 0.08% | Reduce -4.8% | 1,980 | $392K |
| Keel Point, LLC | 0.03% | Add +1.4% | 1,977 | $392K |
| Guidance Capital, Inc. | 0.12% | Add +11.2% | 1,893 | $391K |
| Summit Financial Strategies, Inc. | 0.04% | Add +1.3% | 1,969 | $390K |
| Pure Portfolios Holdings LLC | 0.14% | Add +5.1% | 1,969 | $390K |
| Brightwater Advisory LLC | 0.31% | Reduce -3.5% | 1,968 | $390K |
| Washington Trust Advisors, Inc. | 0.03% | Add +16.5% | 1,963 | $389K |
| Cascade Financial Partners, LLC | 0.05% | Add +7.0% | 1,959 | $388K |
| Curi Capital, LLC | 0.01% | Add +3.2% | 1,955 | $387K |
| Richmond Investment Services, LLC | 0.22% | — | 1,951 | $387K |
| Stephens Consulting, LLC | 0.10% | Reduce -0.7% | 1,943 | $385K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -2.8% | 1,942 | $385K |
| Certified Advisory Corp | 0.04% | Add +0.2% | 1,937 | $384K |
| Adamsbrown Wealth Consultants LLC | 0.13% | No change | 1,936 | $384K |
| Dearborn Partners LLC | 0.02% | Reduce -10.0% | 1,928 | $382K |
| Apriem Advisors | 0.04% | Add +47.9% | 1,923 | $381K |
| Wilson & Boucher Capital Management, LLC | 0.27% | No change | 1,921 | $381K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.21% | No change | 1,920 | $381K |
| Burney Co./ | 0.01% | Reduce -6.3% | 1,903 | $377K |
| CGC Financial Services, LLC | 0.15% | No change | 1,901 | $377K |
| Investments & Financial Planning, LLC | 0.23% | Add +0.3% | 1,898 | $376K |
| Skyline Advisors, Inc. | 0.14% | No change | 1,883 | $373K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.09% | No change | 1,878 | $372K |
| Vantage Point Financial LLC | 0.20% | — | 1,873 | $371K |
| Venturi Wealth Management, LLC | 0.02% | No change | 1,869 | $370K |
| Capital Advisors, Ltd. LLC | 0.05% | No change | 1,869 | $370K |
| Next Level Private LLC | 0.15% | Add +0.1% | 1,862 | $369K |
| Bonfire Financial | 0.33% | — | 1,860 | $369K |
| Signaturefd, LLC | 0.01% | Add +20.9% | 1,854 | $368K |
| New Hampshire Trust | 0.08% | No change | 1,854 | $367K |
| HHM Wealth Advisors, LLC | 0.05% | No change | 1,852 | $367K |
| Twin Focus Capital Partners, LLC | 0.05% | No change | 1,850 | $367K |
| Cadence Bank | 0.02% | Reduce -5.8% | 1,847 | $366K |
| OneAscent Financial Services LLC | 0.03% | New | 1,843 | $365K |
| Solutions 4 Wealth, Ltd | 0.66% | No change | 1,841 | $365K |
| Summit X, LLC | 0.08% | New | 1,838 | $364K |
| Benchmark Wealth Management, LLC | 0.18% | Add +0.3% | 1,832 | $363K |
| Barnes Pettey Financial Advisors, LLC | 0.28% | Add +0.5% | 1,828 | $362K |
| Silver Oak Wealth Advisors Services, LLC | 0.31% | — | 1,815 | $360K |
| Appleton Partners Inc. | 0.03% | Reduce -0.1% | 1,810 | $359K |
| Thrive Wealth Management, LLC | 0.06% | Reduce -5.6% | 1,811 | $359K |
| Obsidian Personal Planning Solutions LLC | 0.17% | No change | 1,748 | $359K |
| Daymark Wealth Partners, LLC | 0.02% | Add +3.7% | 1,810 | $359K |
| Client 1ST Advisory Group, LLC | 0.14% | No change | 1,806 | $358K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Reduce -0.6% | 1,805 | $358K |
| Lodestar Private Asset Management LLC | 0.04% | Reduce -1.6% | 1,804 | $358K |
| Cutler Investment Counsel LLC | 0.04% | Reduce -31.6% | 1,802 | $357K |
| GPS Wealth Strategies Group, LLC | 0.05% | Reduce -0.1% | 1,791 | $355K |
| Uptown Financial Advisors LLC | 0.38% | — | 1,788 | $354K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.8% | 1,778 | $352K |
| Fiduciary Trust Co | 0.00% | Reduce -7.1% | 1,767 | $350K |
| NWF Advisory Services Inc. | 0.05% | Reduce -16.4% | 1,762 | $349K |
| Cidel Asset Management Inc. | 0.02% | No change | 1,760 | $349K |
| Canvas Wealth Advisors, LLC | 0.09% | New | 1,753 | $347K |
| Sterling Investment Counsel, LLC | 0.23% | Add +0.6% | 1,752 | $347K |
| Weik Capital Management | 0.14% | No change | 1,750 | $347K |
| Davis R M Inc. | 0.01% | New | 1,745 | $346K |
| Grant Street Asset Management, Inc. | 0.09% | New | 1,744 | $346K |
| Grand Wealth Management, LLC | 0.19% | No change | 1,743 | $345K |
| WealthTrak Capital Management LLC | 0.29% | — | 1,732 | $343K |
| Jag Capital Management, LLC | 0.05% | No change | 1,730 | $343K |
| Park Edge Advisors, LLC | 0.10% | Reduce -6.7% | 1,725 | $342K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -1.8% | 1,723 | $341K |
| Camelot Portfolios, LLC | 0.37% | Reduce -7.8% | 1,720 | $341K |
| Total Investment Management Inc. | 0.05% | Add +0.1% | 1,719 | $341K |
| Evercore Wealth Management, LLC | 0.01% | Reduce -9.2% | 1,712 | $339K |
| CM Wealth Advisors LLC | 0.11% | No change | 1,711 | $339K |
| Fortis Capital Advisors, LLC | 0.12% | Reduce -0.3% | 1,699 | $337K |
| Canandaigua National Trust Co of Florida | 0.26% | No change | 1,701 | $337K |
| Coastwise Capital Group, LLC | 0.27% | Add +12.3% | 1,700 | $337K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +5.0% | 1,689 | $335K |
| Hippocratic Financial Advisors, LLC | 0.23% | — | 1,678 | $333K |
| Accurate Wealth Management, LLC | 0.06% | Reduce -4.5% | 1,702 | $332K |
| Melfa Wealth Management, Inc. | 0.22% | Reduce -1.3% | 1,674 | $332K |
| Marco Investment Management LLC | 0.03% | No change | 1,673 | $332K |
| Campbell Deegan Wealth Management, LLC | 0.40% | — | 1,672 | $331K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -11.6% | 1,665 | $330K |
| WNY Asset Management, LLC | 0.04% | Add +19.8% | 1,662 | $329K |
| Golden State Wealth Management, LLC | 0.05% | — | 1,660 | $329K |
| SignalPoint Asset Management, LLC | 0.08% | Reduce -20.8% | 1,653 | $328K |
| BWM Planning, LLC | 0.14% | Add +2.2% | 1,650 | $327K |
| Unionview, LLC | 0.24% | Add +0.4% | 1,648 | $327K |
| Hazlett, Burt & Watson, Inc. | 0.14% | Reduce -1.4% | 1,637 | $325K |
| KDK Private Wealth Management, LLC | 0.34% | — | 1,638 | $325K |
| Mattern Capital Management, LLC | 0.04% | No change | 1,638 | $325K |
| Willis Johnson & Associates, Inc. | 0.02% | No change | 1,631 | $323K |
| Annandale Capital, LLC | 0.06% | No change | 1,625 | $322K |
| New England Private Wealth Advisors LLC | 0.05% | Add +0.6% | 1,614 | $320K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +17.5% | 1,613 | $320K |
| Coppell Advisory Solutions LLC | 0.04% | Reduce -0.7% | 1,617 | $320K |
| MAS Advisors LLC | 0.53% | No change | 1,608 | $319K |
| Kanawha Capital Management LLC | 0.03% | Reduce -2.7% | 1,606 | $318K |
| Inspire Advisors, LLC | 0.04% | Reduce -24.0% | 1,604 | $318K |
| 1ST Source Bank | 0.02% | Add +0.4% | 1,590 | $315K |
| Ami Investment Management Inc. | 0.10% | Reduce -3.5% | 1,589 | $315K |
| Ceera Investments, LLC | 0.11% | No change | 1,588 | $315K |
| Clark Capital Management Group, Inc. | 0.00% | Add +10.2% | 1,586 | $314K |
| Rovin Capital /Ut/ | 0.11% | No change | 1,584 | $314K |
| Amplius Wealth Advisors, LLC | 0.03% | No change | 1,584 | $314K |
| LPWM LLC | 0.10% | Reduce -3.6% | 1,584 | $314K |
| GatePass Capital, LLC | 0.35% | — | 1,583 | $314K |
| Smartleaf Asset Management LLC | 0.03% | Add +17.6% | 1,586 | $314K |
| Delta Financial Group, Inc. | 0.07% | New | 1,573 | $312K |
| DecisionMap Wealth Management, LLC | 0.25% | — | 1,566 | $310K |
| Salus Financial Advisors, LLC | 0.24% | — | 1,564 | $310K |
| Colonial Trust Co / SC | 0.05% | Add +5.2% | 1,547 | $307K |
| Gilliland Jeter Wealth Management LLC | 0.10% | No change | 1,536 | $304K |
| My Personal CFO, LLC | 0.16% | Add +0.5% | 1,534 | $304K |
| Argent Advisors, Inc. | 0.11% | No change | 1,525 | $302K |
| Uhlmann Price Securities, LLC | 0.23% | Add +0.6% | 1,522 | $301K |
| Accel Wealth Management | 0.11% | Add +27.0% | 1,515 | $300K |
| Rothschild Capital Partners, LLC | 0.07% | Reduce -3.5% | 1,511 | $299K |
| Wolf Group Capital Advisors | 0.14% | No change | 1,810 | $299K |
| Barlow Wealth Partners, LLC | 0.04% | No change | 1,478 | $299K |
| Schrum Private Wealth Management LLC | 0.25% | Reduce -50.0% | 1,504 | $298K |
| Householder Group Estate & Retirement Specialist, LLC | 0.22% | Reduce -4.7% | 1,507 | $298K |
| Ellerson Group Inc. | 0.22% | Add +50.0% | 1,500 | $297K |
| Summit Asset Management, LLC | 0.05% | No change | 1,500 | $297K |
| Robinson Smith Wealth Advisors LLC | 0.25% | No change | 1,499 | $297K |
| Axim Planning & Wealth | 0.32% | New | 1,498 | $297K |
| Horizon Investment Services, LLC | 0.13% | No change | 1,498 | $297K |
| Willow Creek Wealth Management Inc. | 0.03% | No change | 1,481 | $294K |
| Performance Wealth Partners, LLC | 0.01% | Add +1.2% | 1,478 | $293K |
| Headinvest, LLC | 0.06% | Add +34.1% | 1,475 | $292K |
| Romano Brothers and Company | 0.04% | No change | 1,475 | $292K |
| Snider Financial Group | 0.09% | New | 1,473 | $292K |
| Gilman Hill Asset Management, LLC | 0.05% | No change | 1,473 | $292K |
| Marcum Wealth, LLC | 0.03% | No change | 1,464 | $290K |
| Sage Financial Management Group, Inc. | 0.11% | No change | 1,465 | $290K |
| Vestia Personal Wealth Advisors | 0.24% | Add +3.0% | 1,459 | $289K |
| Legacy Bridge, LLC | 0.15% | No change | 1,458 | $289K |
| CoreCap Advisors, LLC | 0.01% | Add +60.4% | 1,453 | $288K |
| Roman Butler Fullerton & Co. | 0.09% | Add +0.1% | 1,393 | $287K |
| Wealth Group, Ltd. | 0.18% | Add +15.4% | 1,437 | $285K |
| Wolverine Trading, LLC | 0.01% | New | 1,438 | $284K |
| Strategic Blueprint, LLC | 0.02% | Reduce -24.4% | 1,428 | $283K |
| Evensky & Katz LLC | 0.02% | Add +0.3% | 1,430 | $283K |
| KDT Advisors, LLC | 0.41% | — | 1,425 | $282K |
| ICONIQ Capital, LLC | 0.00% | Add +0.6% | 1,419 | $281K |
| Yoder Wealth Management, Inc. | 0.16% | Reduce -2.3% | 1,417 | $281K |
| Columbia Asset Management | 0.05% | No change | 1,408 | $279K |
| TFC Financial Management, Inc. | 0.04% | Add +0.1% | 1,400 | $277K |
| Anderson Financial Strategies, LLC | 0.17% | — | 1,400 | $277K |
| Ameliora Wealth Management Ltd. | 0.10% | No change | 1,400 | $277K |
| Creekmur Asset Management LLC | 0.06% | Add +0.4% | 1,398 | $277K |
| Holland Advisory Services, Inc. | 0.36% | Add +0.6% | 1,396 | $277K |
| Fonville Wealth Management LLC | 0.09% | Add +0.1% | 1,388 | $275K |
| Savvy Advisors, Inc. | 0.03% | Add +8.1% | 1,387 | $275K |
| Integral Investment Advisors, Inc. | 0.09% | Reduce -3.5% | 1,385 | $275K |
| W.H. Cornerstone Investments Inc. | 0.18% | Add +0.6% | 1,384 | $274K |
| LexAurum Advisors, LLC | 0.05% | New | 1,380 | $274K |
| TruWealth Advisors, LLC | 0.02% | Add +0.1% | 1,380 | $273K |
| Heritage Wealth Management, Inc. | 0.23% | New | 1,376 | $273K |
| BluePointe Capital Management, LLC | 0.15% | Reduce -0.9% | 1,360 | $270K |
| Wells Financial Advisors INC | 0.37% | Reduce -2.2% | 1,353 | $268K |
| River Wealth Advisors LLC | 0.04% | Reduce -7.5% | 1,352 | $268K |
| Berger Financial Group, Inc | 0.02% | New | 1,343 | $266K |
| Destiny Wealth Partners, LLC | 0.04% | Add +12.7% | 1,341 | $266K |
| First Foundation Advisors | 0.01% | No change | 1,330 | $264K |
| TPG Advisors LLC | 0.20% | No change | 1,323 | $262K |
| RHS Financial, LLC | 0.14% | Reduce -7.6% | 1,316 | $261K |
| Claris Advisors, LLC / Mo / | 0.10% | No change | 1,315 | $261K |
| Cherry Creek Investment Advisors, Inc. | 0.13% | Add +0.5% | 1,312 | $260K |
| Foundation Wealth Management, LLC\PA | 0.13% | — | 1,312 | $260K |
| Passive Capital Management, LLC. | 0.09% | No change | 1,310 | $260K |
| International Assets Investment Management, LLC | 0.02% | New | 1,314 | $259K |
| Sebold Capital Management, Inc. | 0.17% | No change | 1,308 | $259K |
| Keystone Wealth Services, LLC | 0.07% | New | 1,308 | $259K |
| PUREfi Wealth, LLC | 0.25% | — | 1,304 | $258K |
| Brady Martz Wealth Solutions, LLC | 0.06% | — | 1,285 | $257K |
| LWM Advisors Inc. | 0.26% | — | 1,295 | $257K |
| Trexquant Investment LP | 0.00% | Add +15.5% | 1,291 | $256K |
| LRI Investments, LLC | 0.02% | No change | 1,290 | $256K |
| Defined Wealth Management, LLC | 0.17% | Reduce -0.8% | 1,289 | $256K |
| Milestone Asset Management Group, LLC | 0.23% | — | 1,285 | $255K |
| Woodard & Co. Asset Management Group Inc. | 0.05% | Reduce -1.5% | 1,280 | $254K |
| PFG Investments, LLC | 0.02% | Reduce -5.9% | 1,269 | $251K |
| Bogart Wealth, LLC | 0.01% | No change | 1,265 | $251K |
| Stewardship Advisors, LLC | 0.07% | Add +16.9% | 1,263 | $250K |
| Salomon & Ludwin, LLC | 0.03% | Reduce -0.1% | 1,261 | $250K |
| Heritage Financial Services, LLC | 0.03% | New | 1,260 | $250K |
| Exchange Traded Concepts, LLC | 0.01% | Add +500.0% | 1,260 | $250K |
| Caprock Group, LLC | 0.01% | Reduce -0.6% | 1,254 | $249K |
| Liberty Capital Management, Inc. | 0.06% | Reduce -1.6% | 1,251 | $248K |
| North Star Asset Management Inc. | 0.01% | No change | 1,250 | $248K |
| BetterWealth, LLC | 0.07% | Add +0.6% | 1,249 | $248K |
| Graypoint LLC | 0.01% | Reduce -9.8% | 1,248 | $247K |
| Key Financial Inc | 0.06% | Reduce -0.9% | 1,248 | $247K |
| Harbour Capital Advisors, LLC | 0.06% | No change | 1,237 | $247K |
| Shared Vision Wealth Group LLC | 0.13% | No change | 1,244 | $246K |
| Good Life Advisors, LLC | 0.02% | Reduce -10.5% | 1,231 | $244K |
| Net Worth Advisory Group | 0.07% | Add +1.6% | 1,231 | $244K |
| N.E.W. Advisory Services LLC | 0.02% | Add +1.1% | 1,228 | $243K |
| Park Place Capital Corp | 0.07% | Add +0.1% | 1,228 | $243K |
| NDVR, Inc. | 0.23% | No change | 1,215 | $241K |
| Punch & Associates Investment Management, Inc. | 0.01% | Reduce -5.5% | 1,212 | $240K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -11.3% | 1,208 | $239K |
| Global Assets Advisory, LLC | 0.13% | Reduce -0.9% | 1,209 | $239K |
| Adero Partners, LLC | 0.02% | Reduce -0.4% | 1,204 | $239K |
| L. Roy Papp & Associates, LLP | 0.03% | Add +0.5% | 1,200 | $238K |
| Stage Harbor Financial, LLC | 0.21% | New | 1,200 | $238K |
| Von Berge Wealth Management Group, LLC | 0.14% | Add +0.3% | 1,148 | $238K |
| Paragon Advisors, LLC | 0.08% | Add +1.5% | 1,198 | $237K |
| Winthrop Advisory Group LLC | 0.03% | Reduce -0.5% | 1,188 | $235K |
| Watershed Private Wealth LLC | 0.09% | Add +0.6% | 1,185 | $235K |
| XY Planning Network, Inc. | 0.18% | — | 1,185 | $235K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Reduce -16.2% | 1,182 | $234K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Reduce -22.8% | 1,182 | $234K |
| SilverOak Wealth Management LLC | 0.05% | No change | 1,181 | $234K |
| Intelligence Driven Advisers, LLC | 0.04% | Add +0.5% | 1,181 | $234K |
| Bay Capital Advisors, LLC | 0.19% | — | 1,179 | $234K |
| Andrews, Lucia Wealth Management LLC | 0.16% | Add +0.5% | 1,160 | $233K |
| Platform Technology Partners | 0.07% | New | 1,172 | $232K |
| Litman Gregory Wealth Management LLC | 0.02% | No change | 1,169 | $232K |
| Strategic Financial Services, Inc. | 0.01% | No change | 1,165 | $231K |
| Sage Capital Advisors,llc | 0.06% | Add +0.6% | 1,164 | $231K |
| Freedom Financial Partners LLC | 0.11% | — | 1,162 | $230K |
| Lazari Capital Management, Inc. | 0.09% | Reduce -19.0% | 1,161 | $230K |
| Midland Wealth Advisors, LLC | 0.01% | No change | 1,155 | $229K |
| Capital Group Private Client Services, Inc. | 0.00% | New | 1,153 | $228K |
| Insight Inv LLC | 0.16% | Add +24.5% | 1,143 | $227K |
| Causey Wealth LLC | 0.13% | — | 1,141 | $226K |
| Seven Mile Advisory | 0.14% | Add +2.6% | 1,135 | $225K |
| Archer Investment Corp | 0.06% | No change | 1,133 | $225K |
| White Knight Strategic Wealth Advisors, LLC | 0.09% | New | 1,130 | $224K |
| Angeles Wealth Management, LLC | 0.02% | No change | 1,129 | $224K |
| Schneider Downs Wealth Management Advisors, LP | 0.04% | Reduce -7.7% | 1,126 | $223K |
| Holos Integrated Wealth LLC | 0.15% | — | 1,125 | $223K |
| Tillman Hartley LLC | 0.06% | New | 1,123 | $223K |
| Oxford Financial Group, LTD. LLC | 0.01% | Add +1.2% | 1,119 | $222K |
| Advance Capital Management, Inc. | 0.01% | Add +0.2% | 1,118 | $221K |
| RFG Holdings, Inc. | 0.07% | New | 1,115 | $221K |
| Greenspring Advisors, LLC | 0.05% | No change | 1,116 | $221K |
| Maridea Wealth Management LLC | 0.07% | — | 1,113 | $221K |
| WPG Advisers, LLC | 0.20% | — | 1,111 | $220K |
| Investment Advisory Group, LLC | 0.07% | Reduce -10.5% | 1,108 | $220K |
| Paragon Financial Partners, Inc. | 0.17% | New | 1,105 | $219K |
| Glen Eagle Advisors, LLC | 0.04% | Add +153.2% | 1,104 | $219K |
| Madrona Financial Services, LLC | 0.06% | Add +0.5% | 1,104 | $219K |
| Fisher Asset Management | 0.00% | New | 1,101 | $218K |
| FSA Advisors, Inc. | 0.26% | Reduce -4.8% | 1,083 | $216K |
| Warwick Investment Management, Inc. | 0.04% | New | 1,090 | $216K |
| LJI Wealth Management, LLC | 0.04% | Reduce -26.0% | 1,084 | $215K |
| Jackson, Grant Investment Advisers, Inc. | 0.08% | Add +0.6% | 1,084 | $215K |
| Compass Investment Advisers LLC | 0.62% | — | 1,080 | $214K |
| Westmount Partners, LLC | 0.06% | Reduce -11.3% | 1,076 | $213K |
| Lifeworks Advisors, LLC | 0.04% | No change | 1,076 | $213K |
| Graney & King, LLC | 0.16% | — | 1,075 | $213K |
| Prudent Investors Network, Inc. | 0.06% | No change | 1,075 | $213K |
| IPG Investment Advisors LLC | 0.05% | New | 1,074 | $213K |
| Core Wealth Partners LLC | 0.12% | No change | 1,073 | $213K |
| Satovsky Asset Management LLC | 0.05% | Reduce -4.7% | 1,073 | $213K |
| FSM Wealth Advisors, LLC | 0.05% | Add +0.1% | 1,042 | $212K |
| Beaumont Financial Advisors, LLC | 0.02% | Add +3.4% | 1,068 | $212K |
| Plan A Wealth LLC | 0.19% | — | 1,065 | $211K |
| Carmel Capital Partners, LLC | 0.09% | No change | 1,065 | $211K |
| Clark Asset Management, LLC | 0.04% | New | 1,061 | $210K |
| Baron Financial Group, LLC | 0.13% | New | 1,061 | $210K |
| First PREMIER Bank | 0.05% | Add +16.5% | 1,060 | $210K |
| Regent Peak Wealth Advisors LLC | 0.05% | No change | 1,057 | $209K |
| BCR Wealth Strategies, LLC | 0.10% | New | 1,056 | $209K |
| GG Group Ventures, LLC | 0.28% | Reduce -2.3% | 1,053 | $209K |
| Pinion Investment Advisors, LLC | 0.08% | Reduce -2.5% | 1,053 | $209K |
| Omega Financial Group, LLC | 0.08% | Add +0.5% | 1,052 | $208K |
| Cobblestone Capital Advisors LLC | 0.01% | No change | 1,046 | $207K |
| Gray Wealth Management Inc. | 0.08% | Add +3.8% | 1,037 | $206K |
| Trivium Point Advisory, LLC | 0.03% | Reduce -9.4% | 1,036 | $205K |
| Ipsen Advisor Group LLC | 0.18% | — | 1,036 | $205K |
| Annex Advisory Services, LLC | 0.01% | New | 1,035 | $205K |
| Matauro, LLC | 0.04% | — | 1,031 | $204K |
| Meritage Portfolio Management | 0.01% | New | 1,031 | $204K |
| Equitable Trust Co. | 0.01% | New | 1,030 | $204K |
| Oak Harvest Investment Services | 0.03% | New | 1,019 | $202K |
| RDA Financial Network | 0.06% | Reduce -7.5% | 1,017 | $202K |
| CFO4Life Group, LLC | 0.04% | New | 1,013 | $201K |
| Northstar Group, Inc. | 0.04% | Add +0.3% | 1,013 | $201K |
| Griffin Asset Management, Inc. | 0.02% | Add +0.6% | 1,010 | $200K |
| Synergy Investment Management, LLC | 0.09% | — | 1,005 | $199K |
| Advantage Trust Co | 0.12% | No change | 1,000 | $198K |
| Trivant Custom Portfolio Group, LLC | 0.12% | No change | 1,000 | $198K |
| Community Bank, N.A. | 0.03% | No change | 1,000 | $198K |
| Rothschild Investment LLC | 0.01% | No change | 963 | $191K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 958 | $190K |
| Marshall Investment Management, LLC | 0.11% | — | 912 | $183K |
| Whipplewood Advisors, LLC | 0.10% | — | 914 | $181K |
| Sandy Spring Bank | 0.01% | Add +6.3% | 913 | $181K |
| Sierra Ocean, LLC | 0.15% | — | 906 | $180K |
| New Republic Capital, LLC | 0.12% | No change | 900 | $178K |
| Kennebec Savings Bank | 0.18% | No change | 900 | $177K |
| Bare Financial Services, Inc | 0.07% | No change | 873 | $173K |
| Logan Capital Management Inc. | 0.01% | No change | 869 | $172K |
| Serenus Wealth Advisors, LLC | 0.03% | — | 19,899 | $170K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.33% | No change | 844 | $167K |
| Operose Advisors LLC | 0.06% | Add +101.0% | 832 | $165K |
| WealthCollab, LLC | 0.10% | No change | 820 | $163K |
| Proffitt & Goodson Inc. | 0.03% | No change | 783 | $155K |
| TD Capital Management LLC | 0.01% | No change | 740 | $147K |
| Addison Advisors LLC | 0.04% | No change | 732 | $145K |
| 10Elms LLP | 0.18% | — | 722 | $143K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | New | 718 | $142K |
| Crewe Advisors LLC | 0.02% | No change | 694 | $138K |
| Synergy Asset Management, LLC | 0.01% | New | 685 | $138K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -10.9% | 691 | $137K |
| Atlantic Private Wealth, LLC | 0.10% | Add +0.1% | 673 | $133K |
| McIlrath & Eck, LLC | 0.02% | No change | 667 | $132K |
| West Paces Advisors Inc. | 0.03% | Reduce -19.0% | 661 | $131K |
| PSI Advisors, LLC | 0.04% | No change | 659 | $131K |
| Quest 10 Wealth Builders, Inc. | 0.13% | — | 641 | $127K |
| Thompson Investment Management, Inc. | 0.02% | Add +120.5% | 635 | $126K |
| Lazard Asset Management LLC | 0.00% | No change | 610 | $120K |
| Field & Main Bank | 0.04% | No change | 600 | $119K |
| Financial Life Planners | 0.10% | — | 590 | $117K |
| Clarkston Capital Partners, LLC | 0.00% | No change | 586 | $116K |
| Bfsg, LLC | 0.01% | Reduce -1.7% | 569 | $113K |
| Colony Family Offices, LLC | 0.04% | New | 565 | $112K |
| EnRich Financial Partners LLC | 0.04% | No change | 551 | $109K |
| Bristlecone Advisors, LLC | 0.01% | Add +1.3% | 551 | $109K |
| Curio Wealth, LLC | 0.06% | — | 547 | $108K |
| Investors Research Corp | 0.02% | No change | 546 | $108K |
| Founders Financial Alliance, LLC | 0.03% | Add +0.2% | 534 | $106K |
| Oarsman Capital, Inc. | 0.02% | Add +0.4% | 533 | $106K |
| Mb, Levis & Associates, LLC | 0.05% | Add +32.5% | 518 | $103K |
| Centricity Wealth Management, LLC | 0.10% | — | 517 | $102K |
| SYM FINANCIAL Corp | 0.01% | Add +2.2% | 511 | $101K |
| Bradley & Co. Private Wealth Management, LLC | 0.06% | — | 506 | $100K |
| Sachetta, LLC | 0.04% | Reduce -0.2% | 503 | $100K |
| Fairscale Capital, LLC | 0.09% | No change | 502 | $99K |
| Pacific Capital Wealth Advisors, Inc. | 0.02% | No change | 497 | $98K |
| Valley National Advisers Inc. | 0.02% | Add +0.2% | 490 | $97K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -12.8% | 478 | $95K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Add +264.1% | 477 | $95K |
| GAMMA Investing LLC | 0.01% | New | 473 | $94K |
| Old Second National Bank of Aurora | 0.02% | No change | 467 | $93K |
| Ameriflex Group, Inc. | 0.04% | — | 434 | $89K |
| Horizon Financial Services, LLC | 0.05% | No change | 449 | $89K |
| Tanglewood Legacy Advisors, LLC | 0.04% | New | 433 | $86K |
| Gen-Wealth Partners Inc | 0.04% | Add +0.2% | 432 | $86K |
| DHJJ Financial Advisors, Ltd. | 0.03% | Reduce -2.9% | 429 | $85K |
| TCTC Holdings, LLC | 0.00% | No change | 422 | $84K |
| Atlatl Advisers LLC | 0.05% | — | 420 | $83K |
| Crowley Wealth Management, Inc. | 0.07% | — | 404 | $80K |
| Mechanics Financial Corp | 0.04% | New | 400 | $79K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | No change | 400 | $79K |
| Decker Retirement Planning Inc. | 0.05% | — | 399 | $79K |
| Rise Advisors, LLC | 0.04% | Reduce -64.4% | 398 | $79K |
| Private Capital Management LLC | 0.02% | Reduce -2.7% | 396 | $78K |
| St Germain D J Co. Inc. | 0.00% | Add +823.8% | 388 | $77K |
| Sound Income Strategies, LLC | 0.00% | Add +9.4% | 374 | $74K |
| Van Den Berg Management I, Inc. | 0.02% | No change | 369 | $73K |
| Abound Wealth Management | 0.02% | No change | 358 | $71K |
| Lee Danner & Bass Inc. | 0.01% | New | 350 | $69K |
| JDM Financial Group LLC | 0.04% | Add +143.6% | 341 | $68K |
| Hurley Capital, LLC | 0.05% | — | 324 | $65K |
| Morling Financial Advisors, LLC | 0.02% | New | 325 | $64K |
| HM Payson & Co. | 0.00% | New | 324 | $64K |
| Cape Investment Advisory, Inc. | 0.02% | Add +0.3% | 321 | $64K |
| Beacon Capital Management, LLC | 0.01% | Add +0.6% | 317 | $63K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -4.5% | 317 | $63K |
| Keener Financial Planning LLC | 0.04% | Add +5.1% | 310 | $61K |
| Financial Gravity Companies, Inc. | 0.01% | Add +0.3% | 291 | $58K |
| Menard Financial Group LLC | 0.03% | New | 290 | $57K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -76.5% | 267 | $55K |
| Pacific Center for Financial Services | 0.01% | No change | 277 | $55K |
| Vermillion Wealth Management, Inc. | 0.03% | — | 265 | $52K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +2.4% | 260 | $52K |
| Compass Planning Associates Inc | 0.05% | — | 251 | $50K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 248 | $49K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 245 | $49K |
| IAG Wealth Partners, LLC | 0.01% | Reduce -3.9% | 245 | $49K |
| Barclays PLC | 0.00% | No change | 240 | $48K |
| Perritt Capital Management Inc | 0.02% | Add +0.4% | 237 | $47K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 235 | $47K |
| Promus Capital, LLC | 0.04% | — | 233 | $46K |
| Horrell Capital Management, Inc. | 0.01% | New | 232 | $46K |
| Tidemark, LLC | 0.02% | No change | 230 | $46K |
| MeadowBrook Investment Advisors LLC | 0.04% | No change | 225 | $45K |
| Element Wealth, LLC | 0.02% | Add +0.5% | 217 | $43K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 215 | $43K |
| Cardinal Strategic Wealth Guidance | 0.01% | No change | 210 | $42K |
| Parkworth Wealth Management, Inc. | 0.03% | — | 208 | $41K |
| 2UniFi Bank | 0.03% | — | 205 | $41K |
| Redwood Park Advisors LLC | 0.03% | — | 200 | $40K |
| American Capital Advisory, LLC | 0.02% | No change | 200 | $40K |
| WASHINGTON TRUST Co | 0.00% | Add +5.3% | 200 | $40K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -13.4% | 193 | $40K |
| Orion Capital Management LLC | 0.02% | New | 196 | $39K |
| Ruedi Wealth Management, Inc. | 0.01% | Reduce -0.5% | 193 | $38K |
| Pinney & Scofield, Inc. | 0.03% | — | 192 | $38K |
| Park Square Financial Group, LLC | 0.03% | — | 190 | $38K |
| Matrix Private Capital Group LLC | 0.02% | No change | 190 | $38K |
| Global Financial Private Client, LLC | 0.01% | No change | 190 | $38K |
| Deutsche Bank AG | 0.00% | No change | 187 | $37K |
| Millstone Evans Group, LLC | 0.03% | — | 185 | $37K |
| FPC Investment Advisory, Inc. | 0.03% | New | 178 | $37K |
| 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 | $33K |
| Fairway Wealth LLC | 0.01% | New | 167 | $33K |
| Eastern Bank | 0.00% | New | 162 | $32K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 143 | $28K |
| Delta Asset Management LLC | 0.00% | No change | 143 | $28K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 143 | $28K |
| FSA Wealth Management LLC | 0.01% | No change | 139 | $28K |
| Marquette Asset Management, LLC | 0.00% | No change | 124 | $25K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.8% | 123 | $24K |
| Oakworth Capital, Inc. | 0.00% | No change | 120 | $24K |
| LGT Financial Advisors LLC | 0.05% | Add +0.8% | 118 | $23K |
| Frazier Financial Advisors, LLC | 0.02% | Add +134.0% | 117 | $23K |
| Wintrust Investments LLC | 0.02% | Add +1.8% | 112 | $22K |
| Noble Wealth Management PBC | 0.02% | — | 111 | $22K |
| Red Lighthouse Investment Management, LLC | 0.01% | No change | 110 | $22K |
| Fairman Group, LLC | 0.02% | Add +0.9% | 109 | $22K |
| Brooklyn Investment Group | 0.01% | New | 106 | $21K |
| TD Waterhouse Canada Inc. | 0.00% | Add +25.3% | 104 | $21K |
| JNBA Financial Advisors | 0.00% | No change | 104 | $21K |
| EMC Capital Management | 0.01% | Reduce -99.7% | 100 | $20K |
| Broadwater Capital Management LLC | 0.02% | No change | 100 | $20K |
| Northwest Capital Management Inc | 0.01% | No change | 100 | $20K |
| MilWealth Group LLC | 0.01% | No change | 100 | $20K |
| Howe & Rusling Inc. | 0.00% | Reduce -63.4% | 98 | $20K |
| Mendota Financial Group, LLC | 0.01% | New | 98 | $19K |
| Breakwater Investment Management | 0.01% | Add +28.8% | 94 | $19K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | — | 94 | $18K |
| Highline Wealth Partners LLC | 0.01% | Add +1.1% | 92 | $18K |
| Private Wealth Management Group, LLC | 0.01% | Reduce -3.2% | 91 | $18K |
| Albion Financial Group | 0.00% | No change | 91 | $18K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 91 | $18K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 87 | $17K |
| Raleigh Capital Management Inc. | 0.01% | Add +22.9% | 86 | $17K |
| Main Street Group, LTD | 0.01% | No change | 86 | $17K |
| Legacy Investment Solutions, LLC | 0.01% | Reduce -64.1% | 83 | $17K |
| Legacy Wealth Managment, LLC | 0.01% | Reduce -64.1% | 83 | $17K |
| Bellevue Asset Management, LLC | 0.01% | No change | 83 | $17K |
| Castleview Partners, LLC | 0.01% | No change | 84 | $17K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 83 | $16K |
| Pineridge Advisors LLC | 0.01% | No change | 82 | $16K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 79 | $16K |
| Zions Bancorporation, N.A. | 0.00% | New | 78 | $15K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 77 | $15K |
| Union Savings Bank | 0.01% | No change | 75 | $15K |
| EPG Wealth Management LLC | 0.00% | Add +508.3% | 73 | $15K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 72 | $14K |
| YANKCOM Partnership | 0.01% | — | 70 | $14K |
| NFSG Corp | 0.00% | New | 70 | $14K |
| Roble, Belko & Company, Inc | 0.00% | No change | 64 | $13K |
| Mitchell Sinkler & Starr | 0.00% | No change | 65 | $13K |
| Dunhill Financial, LLC | 0.01% | Add +100.0% | 64 | $13K |
| CNB Bank | 0.01% | No change | 63 | $12K |
| Anfield Capital Management, LLC | 0.00% | New | 63 | $12K |
| Comprehensive Financial Planning, Inc. | 0.01% | — | 62 | $12K |
| Tompkins Financial Corp. | 0.00% | No change | 62 | $12K |
| Family Manage LLC | 0.00% | No change | 57 | $11K |
| Mycio Wealth Partners, LLC | 0.00% | No change | 57 | $11K |
| Bank of New Hampshire | 0.00% | No change | 55 | $11K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 55 | $11K |
| Heck Capital Advisors, LLC | 0.00% | New | 55 | $11K |
| DT Investment Partners, LLC | 0.00% | No change | 55 | $11K |
| Signature Resources Capital Management, LLC | 0.01% | Add +8.0% | 54 | $11K |
| Realta Investment Advisors | 0.00% | Reduce -7.1% | 52 | $10K |
| Fortis Group Advisors, LLC | 0.00% | No change | 52 | $10K |
| Gleason Group, Inc. | 0.00% | No change | 52 | $10K |
| Clearstead Trust, LLC | 0.00% | No change | 51 | $10K |
| Davis Capital Management | 0.01% | No change | 50 | $10K |
| MCF Advisors LLC | 0.00% | No change | 50 | $10K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 49 | $10K |
| Hamilton Point Investment Advisors, LLC | 0.00% | New | 48 | $10K |
| Valued Wealth Advisors LLC | 0.01% | No change | 48 | $9K |
| Bernard Wealth Management Corp. | 0.00% | — | 47 | $9K |
| Armor Investment Advisors, LLC | 0.00% | No change | 46 | $9K |
| Aventura Private Wealth, LLC | 0.00% | — | 45 | $9K |
| ESL Trust Services, LLC | 0.00% | Reduce -48.8% | 41 | $8K |
| Crews Bank & Trust | 0.00% | — | 40 | $8K |
| PFG Private Wealth Management, LLC | 0.00% | No change | 39 | $8K |
| Steph & Co. | 0.00% | No change | 37 | $7K |
| Spectrum Wealth Counsel, LLC | 0.00% | New | 37 | $7K |
| Concord Wealth Partners | 0.00% | No change | 36 | $7K |
| Navigoe, LLC | 0.01% | — | 37 | $7K |
| Chilton Capital Management LLC | 0.00% | New | 35 | $7K |
| First Financial Corp. | 0.00% | No change | 35 | $7K |
| Stonebridge Financial Group, LLC | 0.00% | — | 35 | $7K |
| Pathway Financial Advisers, LLC | 0.00% | Add +2.9% | 35 | $7K |
| DecisionPoint Financial, LLC | 0.00% | Reduce -48.5% | 34 | $7K |
| MPWM Advisory Solutions, LLC | 0.00% | — | 34 | $7K |
| GoalVest Advisory LLC | 0.00% | New | 34 | $7K |
| Richards, Merrill & Peterson, Inc. | 0.00% | — | 32 | $6K |
| Kings Path Partners LLC | 0.00% | No change | 30 | $6K |
| Wingate Wealth Advisors, Inc. | 0.01% | — | 28 | $6K |
| ROSS\JOHNSON & Associates LLC | 0.13% | — | 27 | $5K |
| Tucker Asset Management LLC | 0.00% | Reduce -6.9% | 27 | $5K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 26 | $5K |
| New Wave Wealth Advisors LLC | 0.00% | New | 20 | $4K |
| Winch Advisory Services, LLC | 0.00% | New | 20 | $4K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 19 | $4K |
| FWL Investment Management, LLC | 0.00% | Reduce -72.7% | 18 | $4K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | Add +20.0% | 18 | $4K |
| NewSquare Capital LLC | 0.00% | No change | 16 | $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 |
| Ashton Thomas Securities, LLC | 0.00% | No change | 12 | $2K |
| Coston, McIsaac & Partners | 0.00% | No change | 15 | $2K |
| Financial Perspectives, Inc | 0.00% | No change | 9 | $2K |
| Westside Investment Management, Inc. | 0.00% | New | 9 | $2K |
| Independence Bank of Kentucky | 0.00% | No change | 9 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 9 | $2K |
| Country Trust Bank | 0.00% | New | 8 | $2K |
| Prudent Man Investment Management, Inc. | 0.00% | — | 7 | $1K |
| Legend Financial Advisors, Inc. | 0.00% | New | 7 | $1K |
| Nova Wealth Management, Inc. | 0.00% | — | 6 | $1K |
| Mascoma Wealth Management LLC | 0.00% | New | 6 | $1K |
| Hopwood Financial Services, Inc. | 0.00% | — | 5 | $991 |
| Gables Capital Management Inc. | 0.00% | No change | 5 | $991 |
| ORG Partners LLC | 0.00% | No change | 5 | $990 |
| Clark Wealth Partners | 0.00% | — | 4 | $793 |
| Spurstone Advisory Services, LLC | 0.01% | — | 3 | $594 |
| FLP Wealth Management, LLC | 0.00% | — | 2 | $407 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 1 | $199 |
"% 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.