Vngrd Mrngst SL-CP Val ETF-UVBRETF
13F holders, Q1 2025 (March 31)1,528holders −63
69new positions
117sold out
5famous investors
$185.43avg. 13F price*
At the end of Q1 2025, 1,528 institutions reported holding Vngrd Mrngst SL-CP Val ETF-U (VBR) in their 13F filings, down 63 from Q4 2024. 69 opened new positions and 117 sold out. The largest holders were Bank of America Corp. ($3.2B), Assetmark, Inc. ($777.7M) and Morgan Stanley ($732.6M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vngrd Mrngst SL-CP Val ETF-U
- Filed as
- VANGUARD INDEX FDS (Q1 2025)
- CUSIP
- 922908611
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $44.8M |
| Exits | 117 | $193.5M |
All 13F filers, Q4 2024 → Q1 2025: 3,559,063 shares bought and 5,943,961 shares sold, net −2,384,898 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,528 holders
| Bank of America Corp. | 0.28% | Reduce -7.9% | 17,000,309 | $3.2B |
| Assetmark, Inc. | 2.14% | Add +4.4% | 4,174,765 | $777.7M |
| Morgan Stanley | 0.05% | Add +2.0% | 3,932,705 | $732.6M |
| Betterment LLC | 1.48% | Reduce -5.5% | 3,353,053 | $624.6M |
| Wells Fargo & Company | 0.08% | Add +0.9% | 1,798,046 | $335.0M |
| Envestnet Asset Management Inc. | 0.11% | Reduce -5.6% | 1,773,578 | $330.4M |
| Captrust Financial Advisors | 0.82% | Add +3.4% | 1,752,227 | $326.4M |
| UBS Group AG | 0.07% | Reduce -3.0% | 1,670,851 | $311.3M |
| Aspiriant, LLC | 9.97% | Add +25.9% | 1,541,432 | $287.2M |
| LPL Financial LLC | 0.10% | Add +7.9% | 1,389,827 | $258.9M |
| Sei Investments Co. | 0.33% | Add +5.4% | 1,385,332 | $258.1M |
| Jones Financial Companies LLLP | 0.22% | Reduce -45.4% | 1,311,587 | $243.4M |
| Raymond James Financial Inc. | 0.07% | Reduce -1.5% | 967,699 | $180.3M |
| Mather Group, Llc. | 1.89% | Add +2.1% | 876,639 | $163.3M |
| PNC Financial Services Group, Inc. | 0.08% | Add +0.8% | 798,111 | $148.7M |
| Choreo, LLC | 2.29% | Reduce -3.6% | 792,246 | $147.6M |
| Ameriprise Financial Inc. | 0.04% | Add +3.0% | 779,514 | $145.2M |
| Tiaa Trust, National Association | 0.45% | Add +1.8% | 774,998 | $144.4M |
| HighTower Advisors, LLC | 0.20% | Add +11.0% | 773,070 | $144.0M |
| Commonwealth Equity Services, LLC | 0.20% | Add +4.7% | 748,249 | $139.4M |
| Allworth Financial LP | 0.76% | Add +0.4% | 745,659 | $134.0M |
| Cetera Investment Advisers | 0.26% | Add +10.5% | 718,232 | $133.8M |
| Focus Partners Wealth | 0.31% | Add +30.2% | 667,709 | $124.4M |
| JPMorgan Chase & Co. | 0.01% | Add +5.6% | 648,984 | $120.9M |
| Efficient Advisors, LLC | 6.89% | Add +2.8% | 567,895 | $105.8M |
| Mill Creek Capital Advisors, LLC | 2.22% | Add +0.1% | 491,142 | $91.5M |
| Osaic Holdings, Inc. | 0.20% | Reduce -33.0% | 486,159 | $90.7M |
| Royal Bank of Canada | 0.02% | Add +2.5% | 485,487 | $90.4M |
| Mariner, LLC | 0.13% | Add +3.6% | 435,333 | $81.1M |
| Rwa Wealth Partners, LLC | 1.02% | Add +5.3% | 432,678 | $80.6M |
| Rockefeller Capital Management L.P. | 0.19% | Reduce -0.4% | 420,364 | $78.3M |
| Bank of Montreal | 0.04% | Reduce -22.2% | 411,206 | $76.6M |
| Stephens Group Asset Management, LLC | 6.07% | Add +5.6% | 403,995 | $75.3M |
| United Capital Financial Advisors, LLC | 0.64% | Reduce -4.4% | 402,781 | $75.0M |
| Moneta Group Investment Advisors LLC | 1.01% | Add +1.1% | 391,713 | $73.0M |
| Retirement Systems of Alabama | 0.28% | No change | 382,480 | $71.3M |
| Wealthspire Advisors, LLC | 0.39% | Add +106.2% | 354,264 | $66.0M |
| Retirement Investment Advisors, Inc. | 6.68% | Add +5.7% | 354,102 | $66.0M |
| Modera Wealth Management, LLC | 0.88% | Reduce -1.0% | 350,900 | $65.4M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +6.5% | 336,371 | $62.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +1.5% | 327,501 | $61.0M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Reduce -1.4% | 326,772 | $60.9M |
| Stifel Financial Corp. | 0.06% | Add +2.1% | 322,604 | $60.1M |
| Creative Planning | 0.06% | Reduce -2.4% | 320,032 | $59.6M |
| Cresset Asset Management, LLC | 0.29% | Add +4.8% | 308,620 | $57.5M |
| Rodgers & Associates, LTD | 6.88% | Add +3.2% | 303,094 | $56.5M |
| 1832 Asset Management L.P. | 0.11% | Add +5.8% | 299,276 | $55.8M |
| Mokosak Advisory Group, LLC | 17.11% | Add +2.9% | 297,399 | $55.4M |
| Bragg Financial Advisors, Inc | 2.23% | Add +4.8% | 290,993 | $54.2M |
| JMG Financial Group, Ltd. | 1.80% | Add +1.6% | 286,017 | $53.3M |
| Mason Investment Advisory Services, Inc. | 3.18% | Add +0.1% | 282,919 | $52.7M |
| Verus Financial Partners, Inc. | 5.79% | Add +0.3% | 292,782 | $50.7M |
| Financial Advisory Corp | 8.28% | Add +9.1% | 268,595 | $50.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -3.9% | 268,573 | $50.0M |
| Stephens Inc. | 0.73% | Add +15.6% | 265,559 | $49.5M |
| Exencial Wealth Advisors, LLC | 1.82% | Reduce -0.9% | 262,816 | $49.0M |
| Savant Capital, LLC | 0.41% | Reduce -32.4% | 261,507 | $48.7M |
| Bailard, Inc. | 1.18% | Add +3.9% | 245,790 | $45.8M |
| Zhang Financial LLC | 2.41% | Add +1.0% | 245,033 | $45.6M |
| Center for Financial Planning, Inc. | 5.82% | Reduce -1.2% | 244,343 | $45.5M |
| MML Investors Services, LLC | 0.15% | Reduce -8.4% | 242,949 | $45.3M |
| Cerity Partners LLC | 0.09% | Reduce -5.8% | 241,559 | $45.0M |
| Thompson Siegel & Walmsley LLC | 0.75% | Add +0.1% | 238,493 | $44.4M |
| Inspirion Wealth Advisors, LLC | 6.07% | Add +1.5% | 234,633 | $43.7M |
| Mercer Global Advisors Inc. | 0.10% | Add +26.2% | 228,959 | $42.6M |
| Truist Financial Corp. | 0.07% | Reduce -3.8% | 221,825 | $41.3M |
| Corient Private Wealth LP | 0.07% | Add +56.8% | 220,963 | $41.2M |
| Abacus Planning Group, Inc. | 7.09% | Reduce -2.3% | 217,207 | $40.5M |
| University of Maryland Foundation, Inc. | 24.75% | No change | 208,177 | $38.8M |
| Foster Group, Inc. | 1.43% | Reduce -2.1% | 205,279 | $38.2M |
| Summit Financial, LLC | 1.00% | Reduce -3.1% | 191,374 | $35.7M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +4.1% | 185,397 | $34.5M |
| 25 LLC | 14.21% | Add +2.3% | 184,400 | $34.4M |
| Comprehensive Financial Management LLC | 1.08% | No change | 184,376 | $34.3M |
| Equitable Holdings, Inc. | 0.33% | Reduce -10.7% | 183,902 | $34.3M |
| Opal Wealth Advisors, LLC | 9.93% | Add +40.5% | 172,892 | $32.2M |
| Strategies Wealth Advisors, LLC | 3.89% | Add +3.6% | 170,901 | $31.8M |
| Waldron Private Wealth LLC | 1.48% | Reduce -2.8% | 168,213 | $31.3M |
| FMR LLC | 0.00% | Reduce -2.8% | 165,087 | $30.8M |
| Sanctuary Advisors, LLC | 0.20% | Add +2.6% | 152,824 | $28.5M |
| Asset Management Group, Inc. | 5.19% | Add +2.2% | 150,689 | $28.1M |
| Marotta Asset Management | 5.40% | Add +5.3% | 137,007 | $27.5M |
| US Bancorp \de | 0.04% | Add +6.3% | 146,003 | $27.2M |
| Natixis Advisors, LLC | 0.05% | Reduce -11.2% | 143,598 | $26.8M |
| NewEdge Advisors, LLC | 0.16% | Add +0.8% | 141,903 | $26.4M |
| Focus Partners Advisor Solutions, LLC | 0.40% | Add +5.3% | 140,545 | $26.2M |
| Comerica Bank | 0.11% | Reduce -0.3% | 140,535 | $26.2M |
| Sequoia Financial Advisors, LLC | 0.20% | Reduce -22.5% | 140,404 | $26.2M |
| Baird Financial Group, Inc. | 0.05% | Reduce -8.3% | 140,346 | $26.1M |
| Coastline Trust Co | 3.24% | Reduce -0.7% | 139,824 | $26.0M |
| Sepio Capital, LP | 2.01% | Add +6.8% | 136,478 | $25.4M |
| Northwest Quadrant Wealth Management, LLC | 5.89% | Add +0.6% | 134,635 | $25.1M |
| Safeguard Financial, LLC | 5.40% | Add +4.9% | 132,402 | $24.7M |
| Wealth Architects, LLC | 2.62% | Reduce -1.6% | 127,552 | $23.8M |
| McAdam, LLC | 1.46% | Reduce -0.8% | 126,938 | $23.6M |
| Private Advisor Group, LLC | 0.14% | Add +3.4% | 126,174 | $23.5M |
| Pasadena Private Wealth, LLC | 4.47% | Add +5.6% | 124,442 | $23.2M |
| Brickley Wealth Management | 4.78% | Add +0.1% | 123,659 | $23.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.59% | Add +6.3% | 123,224 | $23.0M |
| BHK Investment Advisors, LLC | 9.09% | Reduce -10.1% | 115,441 | $21.5M |
| Atria Investments, Inc | 0.27% | Reduce -1.3% | 112,514 | $21.0M |
| Kestra Advisory Services, LLC | 0.10% | Add +3.8% | 111,432 | $20.8M |
| Grey Fox Wealth Advisors, LLC | 5.44% | Add +4.4% | 109,424 | $20.4M |
| Kaydan Wealth Management, Inc. | 6.40% | Reduce -24.8% | 107,129 | $20.0M |
| ARS Wealth Advisors Group, LLC | 2.78% | Reduce -2.1% | 105,546 | $19.7M |
| PDS Planning, Inc | 1.66% | Add +14.1% | 105,425 | $19.6M |
| Shakespeare Wealth Management, LLC | 5.25% | Add +4.6% | 105,276 | $19.6M |
| Retirement Financial Solutions, LLC | 7.49% | Add +5.4% | 103,294 | $19.2M |
| Aaron Wealth Advisors LLC | 2.14% | Add +4.1% | 100,108 | $18.6M |
| Studio Investment Management LLC | 3.84% | Reduce -2.3% | 99,747 | $18.6M |
| Total Wealth Planning, LLC | 2.83% | Add +2.4% | 99,312 | $18.5M |
| Partners in Financial Planning | 3.68% | Add +5.0% | 98,388 | $18.3M |
| Hillman Co. | 6.79% | Add +52.7% | 96,334 | $17.9M |
| CW Advisors, LLC | 0.21% | Add +44.1% | 94,134 | $17.5M |
| Fifth Third Bancorp | 0.07% | Reduce -7.7% | 94,140 | $17.5M |
| Avior Wealth Management, LLC | 0.66% | Reduce -2.8% | 93,639 | $17.4M |
| Beacon Pointe Advisors, LLC | 0.20% | Reduce -1.3% | 93,372 | $17.4M |
| Avion Wealth | 4.42% | Add +0.1% | 86,929 | $17.2M |
| Gallagher Fiduciary Advisors, LLC | 0.55% | Add +0.5% | 89,777 | $16.7M |
| Pathstone Holdings, LLC | 0.07% | Add +30.9% | 88,519 | $16.5M |
| TrueWealth Financial Partners | 9.69% | Add +0.9% | 86,133 | $16.0M |
| Steward Partners Investment Advisory, LLC | 0.14% | Add +4.4% | 86,049 | $16.0M |
| Whitaker-Myers Wealth Managers, LTD. | 4.44% | Add +9.7% | 84,954 | $15.8M |
| Capital Advantage, Inc. | 2.85% | No change | 78,867 | $15.6M |
| Johnson Investment Counsel Inc. | 0.15% | Add +2.0% | 83,261 | $15.5M |
| Glenmede Trust Co. NA | 0.08% | Reduce -2.4% | 82,391 | $15.3M |
| World Investment Advisors | 0.40% | Add +377.1% | 81,796 | $15.2M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -8.8% | 79,001 | $14.7M |
| Plante Moran Financial Advisors, LLC | 1.24% | Reduce -0.8% | 77,145 | $14.4M |
| Family CFO Inc | 7.82% | Add +2.0% | 76,470 | $14.2M |
| Strategic Investment Advisors / MI | 1.49% | Add +9.5% | 75,652 | $14.1M |
| LMG Wealth Partners, LLC | 3.13% | Add +0.4% | 75,468 | $14.1M |
| Traveka Wealth, LLC | 7.82% | Add +2.4% | 74,923 | $14.0M |
| Avantax Advisory Services, Inc. | 0.08% | Add +0.6% | 74,563 | $13.9M |
| Robinswood Financial LLC | 5.12% | Add +2.0% | 74,298 | $13.8M |
| Quest Investment Management LLC | 1.71% | No change | 74,298 | $13.8M |
| JBGlobal.com LLC | 14.18% | Reduce -8.7% | 73,223 | $13.6M |
| Checchi Capital Advisers, LLC | 0.96% | Reduce -12.0% | 73,052 | $13.6M |
| Brooklyn FI, LLC | 4.19% | Add +6.6% | 72,842 | $13.6M |
| Benjamin Edwards Inc. | 0.19% | Reduce -2.0% | 71,599 | $13.3M |
| Bartlett & Co. Wealth Management LLC | 0.20% | Reduce -4.4% | 71,227 | $13.3M |
| Symmetry Partners, LLC | 1.82% | Reduce -28.1% | 70,343 | $13.1M |
| Capital Wealth Management, LLC | 5.35% | Add +1.1% | 69,271 | $12.9M |
| Arvest Investments, Inc. | 2.03% | Add +3.0% | 69,233 | $12.9M |
| Performa Ltd (US), LLC | 4.28% | Add +16.2% | 69,034 | $12.9M |
| Phillips Financial Management, LLC | 0.99% | Reduce -0.6% | 68,764 | $12.8M |
| Pure Financial Advisors, LLC | 0.27% | Add +115.7% | 68,329 | $12.7M |
| Tradition Wealth Management, LLC | 1.12% | Add +0.6% | 68,237 | $12.7M |
| Jacobsen Capital Management | 5.50% | Reduce -0.6% | 67,987 | $12.7M |
| Presilium Private Wealth, LLC | 2.84% | Add +10.1% | 67,942 | $12.7M |
| Silver Coast Investments LLC | 4.80% | Add +2.0% | 67,893 | $12.6M |
| Shepherd Financial Partners LLC | 1.47% | Reduce -63.2% | 67,364 | $12.5M |
| Compound Planning, Inc. | 0.57% | Add +325.9% | 66,932 | $12.5M |
| NorthCoast Asset Management LLC | 0.06% | Add +2.1% | 66,643 | $12.4M |
| Cwm, LLC | 0.05% | Add +27.1% | 66,118 | $12.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.6% | 65,769 | $12.3M |
| D.A. Davidson & Co. | 0.10% | Reduce -4.0% | 65,572 | $12.2M |
| Moser Wealth Advisors, LLC | 6.31% | Add +0.9% | 64,600 | $12.0M |
| Texas Yale Capital Corp. | 0.49% | Reduce -6.9% | 64,443 | $12.0M |
| Peapack Gladstone Financial Corp. | 0.18% | Reduce -1.5% | 64,025 | $11.9M |
| Advisory Services Network, LLC | 0.22% | Reduce -15.3% | 62,576 | $11.7M |
| Wharton Business Group, LLC | 0.52% | Add +0.6% | 62,250 | $11.6M |
| Ancora Advisors LLC | 0.26% | Reduce -1.3% | 61,743 | $11.5M |
| Financial Synergies Wealth Advisors, Inc. | 1.37% | Add +0.1% | 60,505 | $11.3M |
| Apella Capital, LLC | 0.38% | Reduce -12.2% | 63,339 | $11.2M |
| Clayton Financial Group LLC | 4.08% | Add +5.0% | 59,742 | $11.1M |
| Ellevest, Inc. | 0.73% | Reduce -11.5% | 59,071 | $11.0M |
| Garde Capital, Inc. | 0.63% | Reduce -3.3% | 59,062 | $11.0M |
| Praetorian Wealth Management, Inc. | 2.66% | Reduce -0.5% | 58,616 | $10.9M |
| &partners | 0.12% | Add +50.6% | 58,743 | $10.9M |
| HB Wealth Management, LLC | 0.09% | Add +19.8% | 58,228 | $10.8M |
| BancFirst Trust & Investment Management | 5.42% | No change | 58,403 | $10.8M |
| Meridian Wealth Management, LLC | 0.53% | Add +7.0% | 58,117 | $10.8M |
| Victory Financial Group, LLC | 2.07% | Add +11.5% | 57,911 | $10.8M |
| Cherry Tree Wealth Management, LLC | 2.59% | Add +0.5% | 57,636 | $10.7M |
| Baltimore-Washington Financial Advisors, Inc. | 0.57% | Reduce -0.4% | 56,744 | $10.6M |
| Fiducient Advisors LLC | 1.32% | Add +0.8% | 56,577 | $10.5M |
| Jmac Enterprises LLC | 2.50% | Add +1.9% | 56,518 | $10.5M |
| Weinberger Asset Management, Inc | 4.42% | Reduce -0.6% | 55,344 | $10.3M |
| Blair William & Co. | 0.03% | Add +2.3% | 55,174 | $10.3M |
| Susquehanna International Group, LLP | 0.02% | Add +282.1% | 54,692 | $10.2M |
| LMCG Investments, LLC | 0.67% | Reduce -2.7% | 54,457 | $10.1M |
| MAI Capital Management | 0.08% | Reduce -1.3% | 54,010 | $10.1M |
| Fee-Only Financial Planning, L.C. | 6.82% | Reduce -0.7% | 53,656 | $10.0M |
| Payne Capital Management, LLC | 4.22% | Add +4.2% | 53,079 | $9.9M |
| Black Diamond Financial, LLC | 1.48% | Reduce -3.7% | 52,840 | $9.8M |
| Highland Capital Management, LLC | 0.58% | Reduce -4.6% | 51,916 | $9.7M |
| Capital Advisors Wealth Management, LLC | 1.65% | Reduce -1.2% | 50,108 | $9.3M |
| Concurrent Investment Advisors, LLC | 0.23% | Reduce -1.3% | 50,048 | $9.3M |
| Facet Wealth, Inc. | 0.24% | Add +103.7% | 50,263 | $9.2M |
| M&T Bank Corp | 0.03% | Reduce -17.2% | 49,396 | $9.2M |
| Bishop & Co Investment Management, LLC | 3.54% | Reduce -21.6% | 49,149 | $9.2M |
| Veery Capital, LLC | 3.56% | Add +5.0% | 49,143 | $9.2M |
| Family Wealth Partners, LLC | 4.17% | Reduce -1.9% | 49,091 | $9.1M |
| Alhambra Investment Management LLC | 4.71% | Add +20.5% | 49,014 | $9.1M |
| Firestone Capital Management | 2.38% | Add +3.5% | 48,696 | $9.1M |
| Kestra Private Wealth Services, LLC | 0.15% | Add +9.8% | 47,695 | $8.9M |
| Prosperity Planning, Inc. | 4.00% | Reduce -6.1% | 47,626 | $8.9M |
| Forbes Financial Planning, Inc. | 6.54% | Reduce -1.5% | 47,367 | $8.8M |
| Flywheel Private Wealth LLC | 7.98% | Add +0.4% | 47,007 | $8.8M |
| Steele Capital Management, Inc. | 0.46% | Reduce -2.8% | 46,953 | $8.7M |
| Cardiff Park Advisors, LLC | 0.84% | Reduce -2.9% | 46,624 | $8.7M |
| Parallel Advisors, LLC | 0.19% | Add +1.3% | 45,680 | $8.5M |
| Shufro Rose & Co. LLC | 0.67% | Reduce -1.2% | 45,161 | $8.4M |
| Sage Financial Group Inc. | 0.68% | Add +4.9% | 44,966 | $8.4M |
| EP Wealth Advisors, LLC | 0.07% | Reduce -3.1% | 44,829 | $8.4M |
| Cornerstone Wealth Advisors, Inc. | 2.30% | Add +2.1% | 44,449 | $8.3M |
| One Degree Advisors Inc | 3.39% | Add +1.7% | 44,168 | $8.2M |
| PrairieView Partners, LLC | 0.84% | Add +14.5% | 43,253 | $8.1M |
| DAVENPORT & Co LLC | 0.05% | Add +8.1% | 42,944 | $8.0M |
| Bradley Foster & Sargent Inc. | 0.13% | Reduce -0.6% | 42,086 | $7.8M |
| Silvia McColl Wealth Management, LLC | 5.94% | Add +0.5% | 42,035 | $7.8M |
| Ifrah Financial Services, Inc. | 2.21% | Reduce -2.3% | 41,327 | $7.7M |
| Spectrum Investment Advisors, Inc. | 4.96% | Add +2.4% | 41,268 | $7.7M |
| Fifth Third Securities, Inc. | 0.65% | Add +5.2% | 41,063 | $7.6M |
| Kohmann Bosshard Financial Services, LLC | 0.90% | Reduce -1.7% | 41,037 | $7.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.9% | 41,005 | $7.6M |
| Pinnacle Financial Partners Inc | 0.15% | Add +21.1% | 40,882 | $7.6M |
| Old National Bancorp | 0.20% | Reduce -4.1% | 40,783 | $7.6M |
| First American Trust, FSB | 0.69% | Add +13.4% | 40,501 | $7.5M |
| Atria Wealth Solutions, Inc. | 0.09% | Reduce -20.4% | 40,273 | $7.5M |
| Eagle Strategies LLC | 1.30% | Add +5.4% | 40,211 | $7.5M |
| Compass Ion Advisors, LLC | 0.88% | Reduce -9.3% | 40,154 | $7.5M |
| Plum Street Advisors, LLC | 3.56% | Reduce -0.5% | 39,621 | $7.4M |
| Farther Finance Advisors, LLC | 0.19% | Reduce -10.3% | 39,358 | $7.4M |
| Atlas Capital Advisors Inc. | 0.92% | Reduce -3.7% | 39,383 | $7.3M |
| Financial Counselors Inc. | 0.11% | Reduce -0.1% | 39,350 | $7.3M |
| Relyea Zuckerberg Hanson LLC | 0.98% | Reduce -2.8% | 39,240 | $7.3M |
| Fortis Capital Management LLC | 1.41% | Reduce -4.0% | 38,814 | $7.2M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.56% | Add +13.3% | 38,731 | $7.2M |
| AE Wealth Management LLC | 0.06% | Add +3.4% | 38,320 | $7.1M |
| Joel Isaacson & Co., LLC | 0.32% | Add +0.5% | 38,280 | $7.1M |
| Prudential Financial Inc. | 0.01% | Reduce -51.5% | 38,003 | $7.1M |
| Collective Family Office LLC | 1.90% | Reduce -1.6% | 37,790 | $7.0M |
| Cornerstone Wealth Management, LLC | 0.47% | Add +0.9% | 37,588 | $7.0M |
| Quent Capital, LLC | 0.73% | Reduce -2.8% | 37,484 | $7.0M |
| Nicholas Hoffman & Company, LLC. | 0.27% | Reduce -1.1% | 37,484 | $7.0M |
| Ashton Thomas Private Wealth, LLC | 0.27% | Add +2.6% | 37,434 | $7.0M |
| Courier Capital LLC | 0.45% | Add +1.1% | 37,223 | $6.9M |
| Brown Advisory Inc. | 0.01% | Reduce -53.6% | 37,217 | $6.9M |
| Spinnaker Trust | 0.45% | Reduce -0.3% | 37,115 | $6.9M |
| Leeward Financial Partners, LLC | 2.57% | Add +2.7% | 36,935 | $6.9M |
| Mayport, LLC | 1.90% | Add +9.6% | 36,919 | $6.9M |
| Koshinski Asset Management, Inc. | 0.58% | Reduce -13.9% | 36,421 | $6.8M |
| BNP Paribas Financial Markets | 0.01% | Add +75.8% | 36,400 | $6.8M |
| Whittier Trust Co. | 0.09% | Reduce -0.5% | 36,154 | $6.7M |
| Prime Capital Investment Advisors, LLC | 0.08% | Add +18.4% | 35,987 | $6.7M |
| CX Institutional | 0.25% | Add +30.5% | 35,917 | $6.7M |
| Arbor Wealth Advisors LLC | 5.92% | Add +0.6% | 35,610 | $6.6M |
| MassMutual Private Wealth & Trust, FSB | 0.19% | Reduce -5.6% | 35,482 | $6.6M |
| RTD Financial Advisors, Inc. | 0.89% | Add +4.7% | 35,406 | $6.6M |
| Aurelius Family Office LLC | 3.33% | Reduce -2.8% | 35,279 | $6.6M |
| Nabity-Jensen Investment Management Inc | 5.20% | Reduce -0.3% | 35,143 | $6.5M |
| Noble Family Wealth, LLC | 1.80% | Add +2.1% | 35,023 | $6.5M |
| Granby Capital Management, LLC | 3.51% | No change | 35,000 | $6.5M |
| White Lighthouse Investment Management Inc. | 1.14% | Add +4.0% | 34,313 | $6.4M |
| Towerpoint Wealth, LLC | 3.16% | Add +1.2% | 34,249 | $6.4M |
| Tacita Capital Inc | 4.55% | Reduce -3.2% | 33,883 | $6.3M |
| Whitegate Investment Counselors, Inc. | 2.23% | Reduce -5.2% | 33,679 | $6.3M |
| Cannon Financial Strategists, Inc. | 1.07% | Add +3.1% | 33,496 | $6.2M |
| Fairway Financial, LLC | 5.65% | Add +2.2% | 33,436 | $6.2M |
| OneDigital Investment Advisors LLC | 0.07% | Reduce -13.8% | 33,314 | $6.2M |
| Vanguard Group Inc. | 0.00% | Add +1.9% | 33,106 | $6.2M |
| Alpine Bank Wealth Management | 0.98% | — | 32,792 | $6.1M |
| Atmos Advisory, LLC | 4.09% | Add +2.8% | 32,694 | $6.1M |
| Merit Financial Group, LLC | 0.09% | Reduce -40.3% | 32,643 | $6.1M |
| Van Cleef Asset Management,Inc | 0.69% | Reduce -0.8% | 32,516 | $6.1M |
| Mosaic Family Wealth Partners, LLC | 0.86% | Add +0.7% | 32,412 | $6.0M |
| MorganRosel Wealth Management, LLC | 1.82% | Reduce -1.7% | 32,271 | $6.0M |
| American Investment Services, Inc. | 1.05% | Reduce -10.4% | 31,882 | $5.9M |
| Cornerstone Management, Inc. | 1.10% | Reduce -2.7% | 31,504 | $5.9M |
| Wealthfront Advisers LLC | 0.02% | Add +7.7% | 31,253 | $5.8M |
| Chicago Partners Investment Group LLC | 0.19% | Add +7.5% | 31,787 | $5.8M |
| GeoWealth Management, LLC | 0.23% | Reduce -4.8% | 30,932 | $5.8M |
| NBT Bank, N.A. | 0.41% | Add +4.4% | 30,824 | $5.7M |
| Agf Management Ltd. | 0.03% | Reduce -6.8% | 30,560 | $5.7M |
| First Manhattan Co. Llc. | 0.02% | Reduce -7.1% | 30,471 | $5.7M |
| Brandywine Oak Private Wealth LLC | 0.56% | Add +3.2% | 30,453 | $5.7M |
| Quadcap Wealth Management, LLC | 0.82% | Reduce -8.2% | 30,165 | $5.6M |
| Quattro Financial Advisors LLC | 1.91% | New | 29,959 | $5.6M |
| Wealthcare Advisory Partners LLC | 0.15% | Reduce -11.3% | 29,910 | $5.6M |
| Everhart Financial Group, Inc. | 0.76% | Add +14.6% | 29,689 | $5.5M |
| KPP Advisory Services LLC | 1.05% | Add +300.4% | 29,643 | $5.5M |
| Trust Point Inc. | 0.50% | Add +19.1% | 29,580 | $5.5M |
| Verity Asset Management, Inc. | 2.22% | Add +102.5% | 29,240 | $5.4M |
| Monograph Wealth Advisors, LLC | 0.74% | No change | 29,183 | $5.4M |
| Brandes Investment Partners, LP | 0.05% | Reduce -51.0% | 28,988 | $5.4M |
| Columbus Macro, LLC | 0.71% | Add +5.4% | 28,969 | $5.4M |
| Kavar Capital Partners Group, LLC | 0.89% | Reduce -0.0% | 28,794 | $5.4M |
| Advisory Alpha, LLC | 0.18% | Reduce -12.4% | 28,792 | $5.4M |
| Stone Summit Wealth LLC | 1.82% | Reduce -3.6% | 28,772 | $5.4M |
| Willis Investment Counsel | 0.36% | Add +9.4% | 28,748 | $5.4M |
| Ausdal Financial Partners, Inc. | 0.40% | Add +7.7% | 28,621 | $5.3M |
| Sharper & Granite LLC | 2.20% | Add +4.0% | 28,606 | $5.3M |
| Creekside Partners | 2.77% | Reduce -0.5% | 28,365 | $5.3M |
| Wrenne Financial Planning LLC | 2.81% | Add +8.6% | 28,350 | $5.3M |
| TFB Advisors LLC | 1.51% | Reduce -2.4% | 28,138 | $5.2M |
| Elite Financial, Inc. | 2.77% | Add +11.7% | 28,098 | $5.2M |
| Mainsail Asset Management, LLC | 3.51% | Add +6.9% | 27,560 | $5.1M |
| Choate Investment Advisors | 0.13% | Add +6.5% | 27,525 | $5.1M |
| Integrity Alliance, Llc. | 0.20% | Add +928.5% | 27,512 | $5.1M |
| Cornerstone Advisory, LLC | 0.60% | Reduce -7.0% | 28,074 | $5.1M |
| SWAN Capital LLC | 2.36% | Add +30.6% | 27,418 | $5.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -55.3% | 26,973 | $5.1M |
| Kera Capital Partners, Inc. | 1.49% | New | 26,903 | $5.0M |
| Mainsail Financial Group, LLC | 2.80% | Add +5.5% | 26,542 | $4.9M |
| Chemistry Wealth Management LLC | 1.15% | Add +0.8% | 26,528 | $4.9M |
| Manchester Capital Management LLC | 0.60% | No change | 26,442 | $4.9M |
| Arax Advisory Partners | 0.32% | Add +6.0% | 26,390 | $4.9M |
| Ackerman Capital Advisors, LLC | 1.29% | Add +0.5% | 26,260 | $4.9M |
| Pinnacle Financial Group, LLC / IL | 1.78% | Add +17.4% | 26,248 | $4.9M |
| Tenret Co LLC | 2.92% | Reduce -6.5% | 25,809 | $4.8M |
| Avidian Wealth Enterprises, LLC | 0.21% | Reduce -2.1% | 25,754 | $4.8M |
| LifePlan Investment Advisors, Inc. | 2.76% | Add +3.4% | 25,719 | $4.8M |
| Townsquare Capital LLC | 0.05% | Add +20.6% | 25,625 | $4.8M |
| Lam Group, Inc. | 3.49% | Reduce -0.2% | 25,470 | $4.7M |
| Apollon Wealth Management, LLC | 0.10% | Reduce -2.6% | 25,454 | $4.7M |
| Nwam LLC | 0.40% | Add +3.2% | 25,241 | $4.7M |
| Glass Jacobson Investment Advisors llc | 1.54% | No change | 23,611 | $4.7M |
| Elgethun Capital Management | 1.04% | Add +39.9% | 24,919 | $4.6M |
| Goepper Burkhardt LLC | 1.85% | Reduce -7.9% | 24,796 | $4.6M |
| Northern Trust Corp. | 0.00% | Reduce -10.1% | 24,748 | $4.6M |
| Falcon Wealth Planning | 0.51% | Add +39.0% | 24,747 | $4.6M |
| First Horizon Advisors, Inc. | 0.13% | Reduce -6.2% | 24,644 | $4.6M |
| Brookstone Capital Management | 0.07% | Add +18.8% | 24,566 | $4.6M |
| Barry Investment Advisors, LLC | 1.21% | Add +0.1% | 24,521 | $4.6M |
| Truepoint, Inc. | 0.12% | Reduce -2.3% | 24,509 | $4.6M |
| Alpha Omega Wealth Management LLC | 0.87% | Add +8.4% | 24,360 | $4.5M |
| Ervin Investment Management, LLC | 3.06% | Reduce -0.7% | 24,350 | $4.5M |
| Lutz Financial Services LLC | 0.37% | Reduce -1.5% | 24,235 | $4.5M |
| Rockbridge Investment Management, LCC | 0.53% | Reduce -4.6% | 24,234 | $4.5M |
| Zeit Capital LLC | 3.46% | Add +6.4% | 24,114 | $4.5M |
| Lansing Street Advisors | 1.50% | Add +1.3% | 24,050 | $4.5M |
| Perigon Wealth Management, LLC | 0.11% | Add +0.1% | 23,976 | $4.5M |
| CGN Advisors LLC | 0.43% | Reduce -6.0% | 23,586 | $4.4M |
| PFG Advisors | 0.25% | Add +11.2% | 23,555 | $4.4M |
| Bay Rivers Group | 2.29% | Reduce -2.5% | 23,431 | $4.4M |
| RFG Advisory, LLC | 0.12% | Add +9.0% | 23,387 | $4.4M |
| E&G Advisors, LLC | 1.23% | Add +3.3% | 23,395 | $4.4M |
| Bangor Savings Bank | 0.41% | Reduce -8.0% | 23,228 | $4.3M |
| Commerce Bank | 0.03% | Reduce -1.1% | 23,121 | $4.3M |
| Sigma Planning Corp | 0.14% | Reduce -1.4% | 23,080 | $4.3M |
| Peak Retirement Planning, Inc. | 2.38% | Add +33.1% | 22,972 | $4.3M |
| BIP Wealth, LLC | 0.28% | Add +22.7% | 22,971 | $4.3M |
| Cambridge Financial Group, LLC | 1.81% | Reduce -6.2% | 22,934 | $4.3M |
| Brighton Jones LLC | 0.14% | Reduce -2.6% | 22,631 | $4.2M |
| James Investment Research, Inc. | 0.53% | Reduce -0.8% | 22,577 | $4.2M |
| Ieq Capital, LLC | 0.03% | Add +11.5% | 22,504 | $4.2M |
| IHT Wealth Management, LLC | 0.13% | Reduce -5.0% | 22,478 | $4.2M |
| B. Riley Wealth Advisors, Inc. | 0.12% | Reduce -7.5% | 22,022 | $4.1M |
| Archford Capital Strategies, LLC | 0.60% | Add +2.1% | 21,982 | $4.1M |
| Tortoise Investment Management, LLC | 0.43% | Reduce -0.1% | 21,965 | $4.1M |
| Geneos Wealth Management Inc. | 0.14% | Add +43.3% | 21,786 | $4.1M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -1.7% | 21,725 | $4.0M |
| Kathleen S. Wright Associates Inc. | 1.66% | Reduce -4.3% | 21,518 | $4.0M |
| Valeo Financial Advisors, LLC | 0.11% | Add +4.8% | 28,503 | $4.0M |
| Citigroup Inc. | 0.00% | Add +11.2% | 21,078 | $3.9M |
| Vickerman Investment Advisors, Inc. | 0.89% | Add +18.4% | 21,023 | $3.9M |
| Bluespring Wealth Management, LLC | 0.40% | Reduce -3.0% | 20,987 | $3.9M |
| Coldstream Capital Management Inc. | 0.08% | Add +0.0% | 20,980 | $3.9M |
| Cathy Pareto & Associates, Inc. | 3.45% | Add +0.7% | 20,939 | $3.9M |
| Rf&l Wealth Management, LLC | 2.78% | Add +0.0% | 20,885 | $3.9M |
| CSM Advisors, LLC | 0.21% | Reduce -13.2% | 20,846 | $3.9M |
| Stokes Family Office, LLC | 0.44% | Add +1.2% | 20,815 | $3.9M |
| Beaumont Asset Management, L.L.C. | 2.32% | Add +1.4% | 20,617 | $3.8M |
| Seek First Inc. | 3.37% | — | 20,355 | $3.8M |
| Regions Financial Corp. | 0.03% | Reduce -4.4% | 20,209 | $3.8M |
| Associated Banc-Corp | 0.11% | Add +37.2% | 19,925 | $3.7M |
| SOA Wealth Advisors, LLC. | 0.77% | Add +2222.0% | 382,521 | $3.7M |
| Obsido Oy | 3.17% | Add +4.7% | 19,838 | $3.7M |
| Culbertson A N & Co. Inc. | 0.59% | Add +8.6% | 19,826 | $3.7M |
| CreativeOne Wealth, LLC | 0.11% | Reduce -2.4% | 19,736 | $3.7M |
| Brown Wealth Management, LLC | 1.26% | Add +27.0% | 19,734 | $3.7M |
| Summit Wealth & Retirement Planning, Inc. | 1.12% | Add +4.5% | 19,690 | $3.7M |
| Mission Creek Capital Partners, Inc. | 0.88% | Reduce -40.4% | 19,450 | $3.6M |
| Integrity Wealth Solutions LLC | 1.96% | Add +4.2% | 19,430 | $3.6M |
| Martel Wealth Advisors LLC | 0.72% | Add +0.4% | 19,366 | $3.6M |
| Rialto Wealth Management, LLC | 1.13% | Reduce -1.9% | 19,268 | $3.6M |
| Scotia Capital Inc. | 0.02% | Add +1.9% | 19,190 | $3.6M |
| Cahill Financial Advisors Inc. | 0.49% | Add +3.4% | 19,188 | $3.6M |
| Clearstead Advisors, LLC | 0.06% | Reduce -0.9% | 19,088 | $3.6M |
| Councilor Wealth, LLC | 1.77% | Add +6.5% | 19,003 | $3.5M |
| Northeast Financial Consultants Inc | 0.16% | No change | 18,950 | $3.5M |
| TriaGen Wealth Management LLC | 1.24% | Reduce -2.9% | 18,902 | $3.5M |
| Citadel Advisors | 0.00% | Reduce -16.4% | 18,691 | $3.5M |
| Roof Eidam Maycock Peralta, LLC | 0.92% | Add +7.2% | 18,681 | $3.5M |
| Total Clarity Wealth Management, Inc. | 1.13% | No change | 17,501 | $3.5M |
| Ascent Group, LLC | 0.15% | Add +45.3% | 18,578 | $3.5M |
| Ameritas Advisory Services, LLC | 0.14% | Reduce -17.8% | 18,008 | $3.5M |
| IFP Advisors, Inc | 0.11% | Add +6.4% | 18,539 | $3.5M |
| Tme Financial, Inc. | 3.00% | Add +34.7% | 18,547 | $3.5M |
| Index Fund Advisors, Inc. | 0.21% | Reduce -7.1% | 18,159 | $3.4M |
| Signature Estate & Investment Advisors LLC | 0.09% | Add +1.6% | 18,154 | $3.4M |
| FDx Advisors, Inc. | 1.10% | Reduce -8.8% | 18,090 | $3.4M |
| Pittenger & Anderson Inc. | 0.12% | No change | 18,055 | $3.4M |
| Avantax Planning Partners, Inc. | 0.12% | Reduce -0.4% | 17,970 | $3.3M |
| Cranbrook Wealth Management, LLC | 0.78% | Reduce -0.2% | 17,910 | $3.3M |
| Warner Financial, Inc. | 1.47% | Reduce -0.9% | 17,818 | $3.3M |
| CWA Asset Management Group, LLC | 0.16% | Add +0.9% | 17,808 | $3.3M |
| Two Sigma Investments, LP | 0.01% | New | 17,800 | $3.3M |
| Theory Financial LLC | 1.39% | Reduce -0.9% | 17,692 | $3.3M |
| Greenhouse Wealth Management, LLC | 2.46% | Add +0.7% | 17,691 | $3.3M |
| UMB Bank, n.a. | 0.05% | Reduce -2.4% | 17,684 | $3.3M |
| Marble Harbor Investment Counsel, LLC | 0.37% | Add +5.7% | 17,591 | $3.3M |
| CWC Advisors, LLC. | 1.85% | Reduce -1.8% | 17,479 | $3.3M |
| FAS Wealth Partners, Inc. | 0.26% | Reduce -2.6% | 17,373 | $3.2M |
| Essex Financial Services, Inc. | 0.23% | Reduce -0.3% | 17,328 | $3.2M |
| Quadrature Capital Ltd | 0.07% | New | 17,255 | $3.2M |
| Tocqueville Asset Management L.P. | 0.05% | Reduce -3.6% | 17,217 | $3.2M |
| Arkadios Wealth Advisors | 0.12% | Add +140.9% | 17,216 | $3.2M |
| Fiduciary Family Office, LLC | 1.06% | New | 17,160 | $3.2M |
| Future You Wealth LLC | 2.04% | Reduce -10.3% | 17,070 | $3.2M |
| Wedmont Private Capital | 0.16% | Add +1.1% | 18,279 | $3.1M |
| 3Chopt Investment Partners, LLC | 0.81% | Reduce -8.1% | 16,615 | $3.1M |
| JFS Wealth Advisors, LLC | 0.21% | No change | 16,602 | $3.1M |
| WealthShield Partners, LLC | 0.40% | Add +3.6% | 16,527 | $3.1M |
| Regal Investment Advisors LLC | 0.25% | Add +53.8% | 16,490 | $3.1M |
| Wolff Financial Management LLC | 0.85% | Reduce -1.2% | 16,453 | $3.1M |
| Foster & Motley Inc. | 0.19% | Reduce -7.4% | 16,432 | $3.1M |
| Signet Financial Management, LLC | 0.41% | Reduce -6.5% | 16,356 | $3.0M |
| Evergreen Private Wealth LLC | 1.42% | Add +1.6% | 16,254 | $3.0M |
| Echo45 Advisors LLC | 2.02% | Add +1.5% | 16,212 | $3.0M |
| Werba Rubin Papier Wealth Management | 0.65% | Reduce -6.0% | 16,076 | $3.0M |
| Forza Wealth Management, LLC | 1.33% | Reduce -0.3% | 15,924 | $3.0M |
| Baldwin Wealth Partners LLC | 0.21% | Add +0.6% | 15,877 | $3.0M |
| Envision Financial LLC | 2.23% | Reduce -2.8% | 15,868 | $3.0M |
| Diversify Wealth Management, LLC | 0.22% | Add +6.4% | 16,286 | $2.9M |
| Ally Invest Advisors Inc. | 0.25% | Add +11.4% | 15,640 | $2.9M |
| IFG Advisory, LLC | 0.16% | Add +6.0% | 15,530 | $2.9M |
| AQR Capital Management | 0.00% | Add +65.8% | 15,403 | $2.9M |
| Northwest Wealth Management, LLC | 0.57% | Reduce -1.0% | 15,332 | $2.9M |
| Spire Wealth Management | 0.09% | Reduce -11.7% | 15,276 | $2.8M |
| Greenup Street Wealth Management LLC | 0.56% | Add +39.9% | 15,266 | $2.8M |
| McKinley Carter Wealth Services, Inc. | 0.17% | Reduce -3.0% | 15,250 | $2.8M |
| American Financial & Tax Strategies Inc. | 1.52% | Reduce -3.8% | 15,162 | $2.8M |
| Pathway Financial Advisors LLC | 0.51% | Reduce -0.2% | 15,133 | $2.8M |
| AdvisorNet Financial, Inc | 0.21% | Reduce -0.5% | 15,086 | $2.8M |
| OLIO Financial Planning | 0.97% | Reduce -11.1% | 15,055 | $2.8M |
| BlueSky Wealth Advisors, LLC | 0.43% | Add +10.1% | 15,027 | $2.8M |
| Heartwood Wealth Advisors LLC | 0.32% | Reduce -7.6% | 15,017 | $2.8M |
| Wells Trecaso Financial Group, LLC | 0.93% | Reduce -1.2% | 14,909 | $2.8M |
| CENTRAL TRUST Co | 0.07% | Reduce -2.4% | 14,789 | $2.8M |
| Financial Advisors Network, Inc. | 0.45% | Add +3.7% | 14,707 | $2.7M |
| Towne Trust Company, N.A | 0.95% | Add +1.1% | 14,596 | $2.7M |
| Fiduciary Financial Group, LLC | 0.59% | Reduce -3.7% | 15,937 | $2.7M |
| Earned Wealth Advisors, LLC | 0.59% | Add +0.5% | 14,410 | $2.7M |
| Renaissance Technologies | 0.00% | Add +21.0% | 14,400 | $2.7M |
| O'ROURKE & COMPANY, Inc | 1.33% | Add +2.6% | 14,397 | $2.7M |
| LS Investment Advisors, LLC | 0.41% | Reduce -3.2% | 14,382 | $2.7M |
| MSH Capital Advisors LLC | 0.83% | Add +2.4% | 14,380 | $2.7M |
| Linscomb Wealth, Inc. | 0.13% | Add +2.7% | 14,294 | $2.7M |
| Eclectic Associates Inc. | 0.71% | Add +1.3% | 14,271 | $2.7M |
| Silver Oak Securities, Incorporated | 0.25% | Reduce -2.6% | 14,255 | $2.6M |
| Nikulski Financial, Inc. | 0.79% | Add +0.6% | 14,085 | $2.6M |
| RMR Capital Management, LLC | 1.89% | Reduce -0.9% | 14,071 | $2.6M |
| Sageworth Trust Co | 0.16% | No change | 14,057 | $2.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -8.2% | 13,988 | $2.6M |
| Vawter Financial, Ltd. | 1.45% | Reduce -1.5% | 13,849 | $2.6M |
| Waverly Advisors, LLC | 0.03% | Reduce -2.9% | 13,843 | $2.6M |
| Talon Private Wealth, LLC | 0.35% | Add +54.5% | 13,759 | $2.6M |
| Independent Financial Group, LLC | 0.09% | Add +4.3% | 13,816 | $2.6M |
| Financial Freedom, LLC | 1.47% | Add +0.8% | 13,735 | $2.6M |
| Prospera Financial Services Inc | 0.06% | Reduce -0.6% | 13,663 | $2.6M |
| Quantinno Capital Management LP | 0.02% | Add +101.8% | 13,691 | $2.6M |
| Pillar Financial Advisors, LLC | 1.90% | Add +0.6% | 13,650 | $2.5M |
| Creative Financial Designs Inc. | 0.20% | Add +16.0% | 13,648 | $2.5M |
| Sonata Capital Group Inc. | 1.11% | Add +1.9% | 13,639 | $2.5M |
| Diversified Portfolios, Inc. | 0.27% | Reduce -5.3% | 13,639 | $2.5M |
| Arista Wealth Management, LLC | 0.62% | Reduce -0.4% | 13,627 | $2.5M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +5.1% | 13,615 | $2.5M |
| EverSource Wealth Advisors, LLC | 0.14% | Reduce -20.4% | 13,502 | $2.5M |
| O'Connor Financial Group LLC | 1.30% | Reduce -17.6% | 13,440 | $2.5M |
| Evanson Asset Management, LLC | 0.18% | Add +7.1% | 13,330 | $2.5M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -1.3% | 13,233 | $2.5M |
| Principal Securities, Inc. | 0.06% | No change | 12,405 | $2.5M |
| Opulen Financial Group LLC | 2.23% | Add +2.3% | 13,173 | $2.5M |
| Simmons Bank | 0.18% | Reduce -4.1% | 13,076 | $2.4M |
| Stevens Capital Partners | 1.14% | Add +40.4% | 13,072 | $2.4M |
| Bridge Generations Wealth Management LLC | 1.53% | Reduce -7.3% | 13,040 | $2.4M |
| Corrigan Financial, Inc. | 0.50% | Reduce -0.7% | 13,019 | $2.4M |
| Foundations Investment Advisors, LLC | 0.04% | Add +11.1% | 12,941 | $2.4M |
| Magnus Financial Group LLC | 0.23% | Reduce -6.8% | 12,923 | $2.4M |
| Maryland Capital Advisors Inc. | 1.06% | Add +4.4% | 12,886 | $2.4M |
| WP Advisors, LLC | 0.80% | Add +0.1% | 12,877 | $2.4M |
| Leavell Investment Management, Inc. | 0.12% | Add +0.1% | 12,748 | $2.4M |
| Plancorp, LLC | 0.09% | Add +0.7% | 12,726 | $2.4M |
| Riversedge Advisors, LLC | 0.53% | Reduce -10.7% | 12,704 | $2.4M |
| SouthState Bank Corp | 0.11% | Add +0.6% | 12,595 | $2.3M |
| Belpointe Asset Management LLC | 0.12% | Add +62.6% | 12,569 | $2.3M |
| Acropolis Investment Management, LLC | 0.14% | Add +1.7% | 12,448 | $2.3M |
| Bessemer Group Inc. | 0.00% | Add +11.2% | 12,441 | $2.3M |
| Principia Wealth Advisory, LLC | 2.23% | Add +5.3% | 13,101 | $2.3M |
| Prossimo Advisors, LLC | 1.74% | No change | 12,393 | $2.3M |
| North Star Investment Management Corp. | 0.17% | Reduce -11.4% | 12,386 | $2.3M |
| Roberts Glore & Co. Inc. | 0.70% | Reduce -17.4% | 12,296 | $2.3M |
| Rebalance, LLC | 0.17% | Add +0.6% | 12,280 | $2.3M |
| NorthLanding Financial Partners, LLC | 2.24% | Add +1.8% | 12,259 | $2.3M |
| Walkner Condon Financial Advisors LLC | 0.46% | Reduce -1.4% | 12,253 | $2.3M |
| Gradient Capital Advisors, LLC | 0.74% | Reduce -0.5% | 12,165 | $2.3M |
| Cary Street Partners Financial LLC | 0.07% | Add +0.7% | 12,065 | $2.2M |
| AMG National Trust Bank | 0.06% | Reduce -7.9% | 12,022 | $2.2M |
| Gibraltar Capital Management, Inc. | 0.48% | New | 11,994 | $2.2M |
| Northwest Capital Management Inc | 0.92% | Add +11871.0% | 11,971 | $2.2M |
| Optima Capital LLC | 1.42% | Reduce -0.3% | 11,951 | $2.2M |
| Patriot Investment Management Group, Inc. | 0.17% | Add +0.5% | 11,933 | $2.2M |
| Seeds Investor LLC | 0.62% | Reduce -7.4% | 11,919 | $2.2M |
| Composition Wealth, LLC | 0.04% | Reduce -2.2% | 11,886 | $2.2M |
| Sterling Financial Planning, Inc. | 0.79% | Add +0.0% | 11,729 | $2.2M |
| Blue Barn Wealth, LLC | 1.14% | Reduce -0.7% | 11,690 | $2.2M |
| CJM Wealth Advisers, Ltd. | 0.77% | Reduce -10.2% | 11,668 | $2.2M |
| Grove Bank & Trust | 0.29% | Add +37.4% | 11,560 | $2.2M |
| First United Bank & Trust | 0.80% | Reduce -4.5% | 11,516 | $2.1M |
| Quotient Wealth Partners, LLC | 0.07% | Reduce -5.3% | 11,437 | $2.1M |
| Tobias Financial Advisors, Inc. | 0.41% | Add +22.1% | 11,355 | $2.1M |
| Roundview Capital LLC | 0.15% | Reduce -19.4% | 11,321 | $2.1M |
| J.W. Cole Advisors, Inc. | 0.07% | Reduce -12.3% | 11,312 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -2.3% | 11,269 | $2.1M |
| VestGen Advisors, LLC | 0.10% | — | 11,222 | $2.1M |
| Stratos Wealth Advisors, LLC | 0.11% | Add +25.4% | 11,215 | $2.1M |
| Aegis Wealth Management LLC | 1.22% | Add +10.6% | 11,137 | $2.1M |
| Sage Mountain Advisors LLC | 0.15% | Reduce -2.9% | 11,020 | $2.1M |
| Shayne & Jacobs, LLC | 0.50% | No change | 10,867 | $2.0M |
| Telos Capital Management, Inc. | 0.22% | Add +5.9% | 10,856 | $2.0M |
| Center For Asset Management LLC | 1.23% | Reduce -23.3% | 10,841 | $2.0M |
| Mustard Seed Financial, LLC | 1.62% | Add +2.0% | 10,828 | $2.0M |
| Synovus Financial Corp. | 0.03% | Reduce -0.7% | 10,674 | $2.0M |
| Harbour Investments, Inc. | 0.06% | Add +11.0% | 10,658 | $2.0M |
| Matisse Capital | 1.05% | No change | 10,652 | $2.0M |
| Wealthspire Retirement, LLC | 0.16% | Reduce -23.3% | 10,643 | $2.0M |
| SlateStone Wealth, LLC | 0.20% | Reduce -24.8% | 10,609 | $2.0M |
| Midwest Financial Group LLC | 1.15% | Reduce -5.3% | 10,589 | $2.0M |
| Keybank National Association | 0.01% | Add +1.7% | 10,582 | $2.0M |
| Tritonpoint Wealth, LLC | 0.19% | Reduce -13.2% | 10,574 | $2.0M |
| SKY-Mountain Capital Management, Inc. | 1.66% | — | 10,542 | $2.0M |
| Moneco Advisors, LLC | 0.20% | Reduce -0.1% | 10,475 | $2.0M |
| TD Private Client Wealth LLC | 0.05% | Add +4.3% | 10,445 | $1.9M |
| RoundAngle Advisors LLC | 1.78% | Reduce -2.5% | 10,417 | $1.9M |
| Newton One Investments LLC | 0.69% | Add +1.0% | 10,369 | $1.9M |
| Kraft, Davis & Associates, LLC | 0.62% | Reduce -44.6% | 11,054 | $1.9M |
| New Age Alpha Advisors, LLC | 0.09% | New | 10,256 | $1.9M |
| Fiduciary Advisors, Inc. | 1.88% | Add +3.2% | 10,219 | $1.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Reduce -5.1% | 10,206 | $1.9M |
| One Charles Private Wealth Services, LLC | 0.61% | Add +0.4% | 10,181 | $1.9M |
| Gotham Asset Management | 0.02% | No change | 10,175 | $1.9M |
| Beaird Harris Wealth Management, LLC | 0.16% | Add +0.8% | 10,090 | $1.9M |
| Planning Directions Inc. | 0.80% | Add +25.8% | 10,088 | $1.9M |
| Argent Trust Co | 0.08% | Reduce -1.2% | 10,022 | $1.9M |
| Tranquility Partners, LLC | 0.72% | Add +1.7% | 9,987 | $1.9M |
| Family Legacy, Inc. | 0.64% | Reduce -2.8% | 9,961 | $1.9M |
| Sowell Financial Services LLC | 0.08% | New | 9,956 | $1.9M |
| Community Financial Services Group, LLC | 0.40% | Reduce -37.1% | 9,944 | $1.9M |
| BTC Capital Management, Inc. | 0.17% | Reduce -1.0% | 9,927 | $1.8M |
| Cooksen Wealth, LLC | 1.88% | Add +33.5% | 9,635 | $1.8M |
| Iron Horse Wealth Management, LLC | 0.59% | Reduce -80.3% | 9,839 | $1.8M |
| Mgo One Seven LLC | 0.07% | Reduce -29.7% | 9,821 | $1.8M |
| 180 Wealth Advisors, LLC | 0.29% | Reduce -1.1% | 9,818 | $1.8M |
| Vance Wealth, LLC | 0.69% | Reduce -9.1% | 9,814 | $1.8M |
| OneAscent Financial Services LLC | 0.12% | Add +426.6% | 9,706 | $1.8M |
| IVC Wealth Advisors LLC | 0.97% | New | 9,703 | $1.8M |
| Thoroughbred Financial Services, LLC | 0.11% | Add +1.3% | 9,705 | $1.8M |
| Hudson Value Partners, LLC | 0.68% | Add +10.0% | 9,672 | $1.8M |
| NewEdge Wealth, LLC | 0.03% | Reduce -5.5% | 9,608 | $1.8M |
| Kraft Asset Management, LLC | 1.63% | No change | 9,541 | $1.8M |
| Farmers & Merchants Investments Inc. | 0.06% | No change | 9,503 | $1.8M |
| Factor Wealth Management LTD | 0.54% | Add +1.1% | 9,475 | $1.8M |
| USAdvisors Wealth Management, LLC | 0.61% | Add +13.6% | 9,441 | $1.8M |
| Greenline Partners, LLC | 0.25% | Add +77.3% | 4,804 | $1.8M |
| Wesbanco Bank Inc. | 0.06% | Add +0.4% | 9,419 | $1.8M |
| Wealthspan Partners, LLC | 0.81% | Reduce -2.3% | 9,408 | $1.8M |
| Curtis Advisory Group, LLC | 0.51% | Reduce -1.8% | 9,402 | $1.8M |
| Cullen/Frost Bankers, Inc. | 0.02% | Reduce -1.2% | 9,339 | $1.7M |
| Investor's Fiduciary Advisor Network, LLC | 0.82% | Reduce -15.9% | 9,332 | $1.7M |
| Ofc Financial Planning, LLC | 1.96% | Add +1.4% | 9,309 | $1.7M |
| Trustmark Bank Trust Department | 0.13% | Add +1.8% | 9,291 | $1.7M |
| Triune Financial Partners, LLC | 0.54% | Reduce -3.1% | 9,211 | $1.7M |
| Pine Valley Investments Ltd Liability Co | 0.11% | Reduce -2.8% | 9,118 | $1.7M |
| Mascagni Wealth Management, Inc. | 1.68% | No change | 9,084 | $1.7M |
| Topsail Wealth Management, LLC | 0.34% | No change | 9,071 | $1.7M |
| Duncker Streett & Co. Inc. | 0.33% | Reduce -0.1% | 9,051 | $1.7M |
| Mutual Advisors, LLC | 0.05% | Add +34.0% | 9,417 | $1.7M |
| Bokf, NA | 0.03% | Add +1.9% | 9,000 | $1.7M |
| Windward Private Wealth Management Inc. | 0.65% | Reduce -5.6% | 8,949 | $1.7M |
| CVA Family Office, LLC | 0.26% | Reduce -1.4% | 8,937 | $1.7M |
| Guidance Point Advisors, LLC | 0.49% | Add +0.7% | 8,907 | $1.7M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Add +0.2% | 8,875 | $1.7M |
| Trust Co of the South | 0.34% | No change | 8,839 | $1.6M |
| Trust Co. of Vermont | 0.08% | Reduce -5.2% | 8,750 | $1.6M |
| Paragon Capital Management Ltd | 0.33% | Add +1.5% | 8,681 | $1.6M |
| Advyzon Investment Management, LLC | 0.57% | Reduce -12.4% | 8,584 | $1.6M |
| PBMares Wealth Management LLC | 0.32% | Add +0.2% | 8,493 | $1.6M |
| City State Bank | 0.52% | Reduce -0.6% | 8,443 | $1.6M |
| Compton Wealth Advisory Group, LLC | 0.44% | No change | 8,432 | $1.6M |
| McGlone Suttner Wealth Management, Inc. | 0.26% | Reduce -0.1% | 8,432 | $1.6M |
| Victory Capital Management Inc. | 0.00% | No change | 8,408 | $1.6M |
| Probity Advisors, Inc. | 0.30% | Reduce -2.9% | 8,392 | $1.6M |
| Chapin Davis, Inc. | 0.53% | Add +8.0% | 8,353 | $1.6M |
| Focus Financial Network, Inc. | 0.06% | Add +0.1% | 8,330 | $1.6M |
| InvesTrust | 0.42% | Add +1.9% | 8,328 | $1.6M |
| Insigneo Advisory Services, LLC | 0.16% | Add +23.0% | 8,277 | $1.5M |
| CIBC Private Wealth Group LLC | 0.00% | Add +27.9% | 9,422 | $1.5M |
| EWG Elevate Inc. | 0.58% | Add +4.8% | 8,195 | $1.5M |
| SC&H Financial Advisors, Inc. | 0.30% | Add +4.7% | 8,148 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +5.2% | 8,147 | $1.5M |
| Breakwater Capital Group | 0.27% | Add +3.0% | 8,137 | $1.5M |
| Parsons Capital Management Inc. | 0.08% | Reduce -1.0% | 8,133 | $1.5M |
| Market Street Wealth Management Advisors LLC | 0.26% | Reduce -5.4% | 8,105 | $1.5M |
| MB Generational Wealth, LLC | 1.12% | Reduce -20.2% | 8,076 | $1.5M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -6.7% | 8,063 | $1.5M |
| West Branch Capital LLC | 0.50% | Reduce -7.9% | 8,044 | $1.5M |
| Intellectus Partners, LLC | 0.37% | Add +61.4% | 7,961 | $1.5M |
| Liberty Wealth Management LLC | 0.28% | Add +1.7% | 7,720 | $1.4M |
| Empower Advisory Group, LLC | 0.00% | Reduce -13.0% | 7,720 | $1.4M |
| Grange Capital, LLC | 1.67% | Add +3.3% | 7,712 | $1.4M |
| Flputnam Investment Management Co. | 0.03% | Reduce -51.7% | 7,694 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Reduce -10.9% | 7,677 | $1.4M |
| BluePointe Capital Management, LLC | 0.54% | Add +464.4% | 7,676 | $1.4M |
| Diversified Enterprises, LLC | 0.12% | Add +84.8% | 7,595 | $1.4M |
| Family Firm, Inc. | 0.32% | Add +2.4% | 7,578 | $1.4M |
| Csenge Advisory Group | 0.08% | Reduce -5.8% | 8,100 | $1.4M |
| Texas Bank & Trust Co | 0.59% | Reduce -1.4% | 7,505 | $1.4M |
| BigSur Wealth Management LLC | 0.38% | No change | 7,466 | $1.4M |
| Dravo Bay LLC | 0.74% | Reduce -9.1% | 7,449 | $1.4M |
| Hardy Reed LLC | 0.12% | No change | 7,436 | $1.4M |
| Jefferies Financial Group Inc. | 0.02% | Add +2.5% | 7,434 | $1.4M |
| GFS Advisors, LLC | 0.27% | No change | 7,336 | $1.4M |
| Asset Dedication, LLC | 0.11% | Reduce -30.6% | 7,322 | $1.4M |
| Simon Quick Advisors, LLC | 0.08% | Reduce -2.1% | 7,317 | $1.4M |
| ProVise Management Group, LLC | 0.12% | No change | 7,313 | $1.4M |
| Ballentine Partners, LLC | 0.02% | Add +1.7% | 7,308 | $1.4M |
| Evergreen Wealth Management, LLC | 0.81% | Reduce -65.1% | 7,295 | $1.4M |
| 1834 Investment Advisors Co. | 0.17% | Add +1.8% | 7,236 | $1.3M |
| C M Bidwell & Associates Ltd. | 0.81% | Add +0.4% | 7,219 | $1.3M |
| Infinity Wealth Counsel, LLC | 1.45% | Add +3.1% | 7,217 | $1.3M |
| Red Tortoise LLC | 0.70% | Reduce -4.5% | 7,216 | $1.3M |
| Baker Ellis Asset Management LLC | 0.19% | Reduce -0.7% | 7,171 | $1.3M |
| McNamara Financial Services, Inc. | 0.29% | Reduce -1.5% | 7,116 | $1.3M |
| General Partner, Inc. | 0.85% | Reduce -75.5% | 7,029 | $1.3M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.22% | Add +8.4% | 7,027 | $1.3M |
| Acorn Financial Advisory Services Inc. | 0.24% | Reduce -26.1% | 7,002 | $1.3M |
| Newman Dignan & Sheerar, Inc. | 0.36% | Reduce -9.0% | 6,999 | $1.3M |
| Fortis Capital Advisors, LLC | 0.26% | Add +309.5% | 6,958 | $1.3M |
| Forest Hill Capital, LLC | 0.96% | No change | 6,900 | $1.3M |
| Bank of Hawaii | 0.07% | No change | 6,899 | $1.3M |
| Richardson Financial Services Inc. | 0.98% | Add +2.7% | 6,882 | $1.3M |
| Michels Family Financial, LLC | 1.15% | Add +2.6% | 6,846 | $1.3M |
| WealthCare Investment Partners, LLC | 0.54% | Reduce -6.3% | 7,500 | $1.3M |
| Fulton Bank, N.A. | 0.05% | No change | 6,774 | $1.3M |
| Schechter Investment Advisors, LLC | 0.10% | Add +12.8% | 6,765 | $1.3M |
| Wilmington Savings Fund Society, FSB | 0.02% | Add +0.4% | 6,753 | $1.3M |
| ARK & TLK Investments, LLC | 0.44% | No change | 6,721 | $1.3M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -2.2% | 6,702 | $1.2M |
| Petix & Botte Co | 0.33% | Add +0.1% | 6,668 | $1.2M |
| Eagle Harbor Asset Management Inc. | 1.26% | Reduce -7.2% | 6,667 | $1.2M |
| Root Financial Partners, LLC | 0.13% | Reduce -0.0% | 6,613 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.04% | New | 6,593 | $1.2M |
| TRUE Private Wealth Advisors | 0.15% | Reduce -47.2% | 6,519 | $1.2M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | No change | 6,465 | $1.2M |
| Southland Equity Partners LLC | 0.28% | New | 6,432 | $1.2M |
| Strategic Advisors LLC | 0.23% | New | 6,403 | $1.2M |
| Alteri Wealth LLC | 0.52% | Reduce -6.1% | 6,302 | $1.2M |
| Pioneer Wealth Management Group | 0.51% | — | 6,297 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.18% | Reduce -5.6% | 6,293 | $1.2M |
| Financial Advocates Investment Management | 0.08% | Reduce -54.2% | 6,234 | $1.2M |
| Invst, LLC | 0.16% | Reduce -80.4% | 6,216 | $1.2M |
| Lido Advisors, LLC | 0.01% | Reduce -3.0% | 6,211 | $1.2M |
| Condor Capital Management | 0.11% | Reduce -1.9% | 6,205 | $1.2M |
| Pacific Sun Financial Corp | 0.66% | Reduce -2.6% | 6,201 | $1.2M |
| Wellington Management Group LLP | 0.00% | No change | 6,197 | $1.2M |
| Blue Trust, Inc. | 0.01% | Add +0.8% | 6,160 | $1.1M |
| Jentner Corp | 0.34% | Reduce -1.1% | 6,137 | $1.1M |
| New Covenant Trust Company, N.A. | 1.20% | Add +0.5% | 6,134 | $1.1M |
| Wealth Alliance, LLC | 0.14% | Add +4.2% | 6,104 | $1.1M |
| Institute for Wealth Management, LLC. | 0.15% | Add +12.3% | 6,098 | $1.1M |
| FSA Investment Group, LLC | 0.97% | Add +11.2% | 6,086 | $1.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.09% | Reduce -44.9% | 6,059 | $1.1M |
| Arbor Investment Advisors, LLC | 0.15% | Add +0.2% | 6,070 | $1.1M |
| Richard P Slaughter Associates Inc | 0.26% | Reduce -57.2% | 6,069 | $1.1M |
| Hall Capital Management Co. Inc. | 0.52% | Reduce -7.8% | 6,067 | $1.1M |
| NorthRock Partners, LLC | 0.04% | Add +89.0% | 6,046 | $1.1M |
| Caprock Group, LLC | 0.03% | Add +381.5% | 6,038 | $1.1M |
| Flagstar Securities, Inc. | 0.29% | Add +26.1% | 6,032 | $1.1M |
| RFP Financial Group LLC | 0.45% | No change | 6,014 | $1.1M |
| Level Financial Advisors | 0.38% | Reduce -3.3% | 6,014 | $1.1M |
| SageView Advisory Group, LLC | 0.05% | Add +6.7% | 6,006 | $1.1M |
| Revisor Wealth Management LLC | 0.50% | Add +41.8% | 5,987 | $1.1M |
| BSW Wealth Partners | 0.17% | Reduce -2.1% | 5,948 | $1.1M |
| Clarity Capital Advisors, LLC | 0.73% | Reduce -2.9% | 5,932 | $1.1M |
| Level Four Advisory Services, LLC | 0.05% | Reduce -10.4% | 5,926 | $1.1M |
| Meridian Financial Advisors, LLC | 0.77% | Add +2.9% | 5,895 | $1.1M |
| Dynamic Financial Group | 1.10% | Reduce -2.2% | 5,889 | $1.1M |
| Lindbrook Capital, LLC | 0.10% | No change | 5,865 | $1.1M |
| Strategic Financial Partners, Ltd. | 0.58% | Reduce -0.2% | 5,864 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +28.1% | 5,861 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +28.1% | 5,861 | $1.1M |
| Arbor Trust Wealth Advisors, LLC | 0.51% | No change | 5,846 | $1.1M |
| Insight Advisors, LLC/ PA | 0.19% | Reduce -0.3% | 5,841 | $1.1M |
| Monument Group Wealth Advisors, LLC | 0.75% | Add +1.8% | 5,826 | $1.1M |
| Founders Grove Wealth Partners, LLC | 0.30% | Add +12.4% | 5,793 | $1.1M |
| Sage Investment Counsel LLC | 1.37% | Reduce -8.9% | 5,782 | $1.1M |
| Strategic Blueprint, LLC | 0.06% | Add +303.2% | 5,758 | $1.1M |
| Quadrant Capital Group LLC | 0.04% | Reduce -0.1% | 5,754 | $1.1M |
| Martin Worley Group | 0.61% | No change | 5,749 | $1.1M |
| Clear Point Advisors Inc. | 0.95% | Reduce -3.9% | 5,700 | $1.1M |
| Kathmere Capital Management, LLC | 0.09% | Add +6.3% | 5,695 | $1.1M |
| Dentgroup LLC | 0.79% | Reduce -0.9% | 5,682 | $1.1M |
| Brand Asset Management Group, Inc. | 0.44% | Add +6.5% | 5,679 | $1.1M |
| SeaCrest Wealth Management, LLC | 0.12% | Reduce -51.5% | 5,657 | $1.1M |
| Consolidated Portfolio Review Corp | 0.17% | Add +3.8% | 5,631 | $1.0M |
| Chatham Capital Group, Inc. | 0.17% | Add +0.6% | 5,629 | $1.0M |
| Wolf Group Capital Advisors | 0.35% | Add +210.1% | 5,612 | $1.0M |
| MJT & Associates Financial Advisory Group, Inc. | 1.00% | — | 5,610 | $1.0M |
| Octavia Wealth Advisors, LLC | 0.12% | Reduce -0.3% | 5,509 | $1.0M |
| Topel & Distasi Wealth Management, LLC | 0.48% | Reduce -10.5% | 5,505 | $1.0M |
| Bruce G. Allen Investments, LLC | 0.81% | Add +22.7% | 5,486 | $1.0M |
| MidAtlantic Capital Management, Inc. | 0.80% | Add +2.8% | 5,474 | $1.0M |
| GHP Investment Advisors, Inc. | 0.05% | Reduce -1.3% | 5,472 | $1.0M |
| Compass Financial Group, INC | 0.19% | Reduce -0.2% | 5,444 | $1.0M |
| Strategic Financial Concepts, LLC | 0.19% | Add +3.7% | 5,436 | $1.0M |
| Paulson Wealth Management Inc. | 0.28% | Reduce -27.1% | 5,423 | $1.0M |
| American National Bank & Trust | 0.11% | Add +91.0% | 5,422 | $1.0M |
| Wedbush Securities Inc. | 0.04% | Reduce -7.2% | 5,406 | $1.0M |
| Wescott Financial Advisory Group, LLC | 0.10% | Reduce -10.9% | 5,403 | $1.0M |
| King Wealth Management Group | 0.15% | Reduce -3.2% | 5,398 | $1.0M |
| Resurgent Financial Advisors LLC | 0.61% | Add +8.3% | 5,398 | $1.0M |
| Weitzel Financial Services, Inc. | 0.48% | Add +12.9% | 5,679 | $1.0M |
| Integrity Financial Corp | 0.57% | Add +14.2% | 5,384 | $1.0M |
| TruNorth Capital Management, LLC | 0.25% | No change | 5,382 | $1.0M |
| Coordinated Financial Services, Inc. | 0.78% | — | 5,366 | $1000K |
| McClarren Financial Advisors, Inc. | 0.66% | New | 4,879 | $993K |
| Transcend Capital Advisors, LLC | 0.07% | Reduce -2.6% | 5,325 | $992K |
| Arete Wealth Advisors, LLC | 0.08% | Reduce -12.8% | 5,276 | $983K |
| Moisand Fitzgerald Tamayo, LLC | 0.14% | Reduce -1.3% | 5,263 | $980K |
| Meritas Wealth Management, LLC | 0.57% | Reduce -4.0% | 5,260 | $980K |
| Schwallier Wealth Management LLC | 0.72% | Reduce -10.4% | 5,237 | $976K |
| Beacon Financial Advisory LLC | 0.29% | Reduce -4.2% | 5,227 | $974K |
| Retirement Planning Group, LLC | 0.05% | Reduce -6.2% | 5,202 | $969K |
| Iron Gate Global Advisors LLC | 0.13% | No change | 5,200 | $969K |
| Silverlake Wealth Management LLC | 0.37% | Add +8.8% | 5,198 | $968K |
| First National Bank of Mount Dora, Trust Investment Services | 0.24% | No change | 5,196 | $968K |
| VSM Wealth Advisory, LLC | 0.35% | Reduce -2.9% | 5,189 | $967K |
| Parkside Financial Bank & Trust | 0.12% | Add +1.5% | 5,170 | $963K |
| Empowered Funds, LLC | 0.01% | Reduce -2.6% | 5,143 | $958K |
| Uptick Partners, LLC | 0.32% | Reduce -0.0% | 5,129 | $955K |
| Trust Co | 0.11% | Add +4.0% | 5,126 | $955K |
| Fidelity D & D Bancorp Inc. | 0.63% | No change | 5,098 | $950K |
| Evoke Wealth, LLC | 0.02% | Add +6.8% | 5,097 | $950K |
| Discipline Wealth Solutions, LLC | 0.45% | Reduce -15.3% | 5,092 | $949K |
| Baldwin Investment Management, LLC | 0.11% | Reduce -2.5% | 5,087 | $948K |
| Main Street Financial Solutions, LLC | 0.08% | Reduce -7.7% | 5,060 | $943K |
| High Net Worth Advisory Group LLC | 0.27% | Add +0.4% | 5,049 | $941K |
| Cibc World Market Inc. | 0.00% | Add +21.0% | 5,024 | $936K |
| Keb Asset Management, LLC | 0.27% | Reduce -0.7% | 5,002 | $932K |
| Physician Wealth Advisors, Inc. | 0.16% | Reduce -8.9% | 4,922 | $917K |
| LongView Wealth Management | 0.27% | Reduce -13.7% | 4,878 | $909K |
| United Advisor Group, LLC | 0.19% | Add +10.2% | 4,870 | $907K |
| BKM Wealth Management, LLC | 0.37% | Add +10.3% | 4,814 | $897K |
| Burns Matteson Capital Management, LLC | 0.48% | Add +0.1% | 4,803 | $895K |
| Dopkins Wealth Management, LLC | 0.45% | Add +60.1% | 4,797 | $894K |
| Vannoy Advisory Group, Inc. | 0.66% | Reduce -2.8% | 4,791 | $893K |
| Hoge Financial Services, LLC | 0.62% | Add +4.3% | 4,771 | $889K |
| Capital Analysts, LLC | 0.03% | Reduce -43.5% | 4,735 | $882K |
| St. Louis Trust Co | 0.13% | No change | 4,727 | $881K |
| Larson Financial Group LLC | 0.04% | Reduce -3.3% | 4,718 | $879K |
| Perennial Investment Advisors, LLC | 0.10% | Reduce -13.1% | 4,675 | $871K |
| Gladstone Institutional Advisory LLC | 0.04% | Add +4.3% | 4,671 | $870K |
| One Day In July LLC | 0.09% | Add +4.5% | 4,651 | $867K |
| Fermata Advisors, LLC | 0.16% | Add +0.8% | 4,628 | $862K |
| Verisail Partners, LLC | 0.40% | Add +1.4% | 4,624 | $861K |
| HFG Advisors, Inc. | 0.73% | Reduce -2.5% | 4,612 | $859K |
| Inlight Wealth Management, LLC | 0.53% | New | 4,592 | $855K |
| Kovack Advisors, Inc. | 0.09% | Add +13.4% | 4,588 | $855K |
| Mission Wealth Management, LP | 0.02% | Add +1.3% | 4,585 | $854K |
| Aire Advisors, LLC | 0.18% | Reduce -26.3% | 4,562 | $850K |
| Battery Global Advisors, LLC | 0.47% | No change | 4,545 | $847K |
| Sagace Wealth Management LLC | 0.63% | Reduce -2.5% | 4,496 | $838K |
| Financial Alternatives, Inc | 0.60% | Reduce -1.5% | 4,489 | $836K |
| Yukon Wealth Management, Inc. | 0.35% | — | 4,483 | $835K |
| Diversify Advisory Services, LLC | 0.05% | Add +0.3% | 4,575 | $826K |
| Canandaigua National Bank & Trust Co. | 0.08% | Reduce -5.2% | 4,434 | $826K |
| Goelzer Investment Management, Inc. | 0.05% | No change | 4,430 | $825K |
| Canal Capital Management, LLC | 0.14% | Add +1.1% | 4,429 | $825K |
| Conrad Siegel Investment Advisors, Inc. | 0.21% | Reduce -0.0% | 4,428 | $825K |
| Disciplined Investments, LLC | 0.38% | Reduce -0.3% | 4,419 | $823K |
| Bestgate Wealth Advisors, LLC | 1.70% | Add +15.8% | 4,415 | $822K |
| Smithfield Trust Co | 0.04% | Add +0.8% | 4,417 | $822K |
| Soltis Investment Advisors LLC | 0.07% | Add +0.8% | 4,388 | $817K |
| Ritholtz Wealth Management | 0.02% | Reduce -0.8% | 4,382 | $816K |
| Cambridge Capital Management, LLC | 0.51% | Add +0.6% | 4,361 | $812K |
| Mezzasalma Advisors, LLC | 0.28% | Add +2.4% | 4,352 | $811K |
| RS Crum Inc. | 0.22% | Reduce -0.5% | 4,346 | $810K |
| Jacobi Capital Management LLC | 0.06% | Reduce -4.6% | 4,292 | $799K |
| Tyche Wealth Partners LLC | 0.17% | No change | 4,285 | $798K |
| IFG Advisors, LLC | 0.15% | Add +0.1% | 4,263 | $794K |
| City Holding Co. | 0.11% | Reduce -3.6% | 4,256 | $793K |
| Legacies Wealth LLC | 0.59% | No change | 4,251 | $792K |
| Painted Porch Advisors LLC | 0.33% | Add +3.6% | 4,240 | $790K |
| Legacy Edge Advisors, LLC | 0.12% | Reduce -1.4% | 4,219 | $786K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +0.5% | 4,219 | $786K |
| Nemes Rush Group LLC | 0.10% | Reduce -1.9% | 4,214 | $785K |
| Fearless Solutions, LLC dba Best Invest | 0.61% | Reduce -2.7% | 4,202 | $783K |
| Clarius Group, LLC | 0.05% | No change | 4,199 | $782K |
| GWN Securities Inc. | 0.04% | New | 4,064 | $775K |
| Spreng Capital Management, Inc. | 0.36% | Reduce -1.6% | 4,151 | $773K |
| HUB Investment Partners, LLC | 0.03% | Add +46.7% | 4,142 | $772K |
| Legacy Private Trust Co. | 0.05% | Reduce -22.9% | 4,128 | $769K |
| Friday Financial | 0.46% | No change | 4,048 | $768K |
| Berkeley, Inc | 0.36% | Reduce -26.8% | 4,116 | $767K |
| Wrapmanager Inc. | 0.20% | Reduce -0.1% | 4,108 | $765K |
| Jackson Creek Investment Advisors LLC | 0.24% | Add +0.8% | 4,107 | $765K |
| Stonebridge Financial Planning Group, LLC | 0.35% | Add +0.0% | 4,106 | $765K |
| Raffa Wealth Management, LLC | 0.17% | Add +0.1% | 4,113 | $764K |
| Graves Light Lenhart Wealth, Inc. | 0.09% | No change | 4,094 | $763K |
| Prospera Capital Management, LLC | 0.49% | New | 4,082 | $760K |
| Waller Financial Planning Group, Inc. | 0.21% | Reduce -17.4% | 4,073 | $759K |
| Bowman & Co S.C. | 0.37% | Reduce -9.3% | 4,071 | $759K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.32% | Reduce -18.2% | 4,041 | $753K |
| Hemington Wealth Management | 0.12% | No change | 4,040 | $752K |
| Stage Harbor Financial, LLC | 0.63% | Add +234.8% | 4,018 | $749K |
| KDT Advisors, LLC | 1.10% | Add +181.4% | 4,010 | $747K |
| Willner & Heller, LLC | 0.69% | Reduce -2.7% | 3,997 | $745K |
| Neuberger Berman Group LLC | 0.00% | Reduce -2.9% | 3,970 | $740K |
| American Money Management, LLC | 0.14% | Add +0.4% | 3,942 | $734K |
| Embree Financial Group | 0.12% | Add +0.1% | 3,935 | $733K |
| Lion Street Advisors, LLC | 0.23% | Reduce -4.9% | 3,926 | $731K |
| Armbruster Capital Management, Inc. | 0.15% | Reduce -1.4% | 3,911 | $729K |
| Sightline Wealth Advisors, LLC | 0.38% | Add +0.1% | 3,906 | $728K |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +7.5% | 3,890 | $725K |
| Anchor Investment Management, LLC | 0.07% | Reduce -0.9% | 3,869 | $721K |
| Parcion Private Wealth LLC | 0.06% | Add +7.7% | 3,824 | $712K |
| Quantum Financial Advisors, LLC | 0.11% | Add +1.5% | 3,809 | $710K |
| Pekin Hardy Strauss, Inc. | 0.09% | Add +9.8% | 3,806 | $709K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -12.2% | 3,800 | $708K |
| Galvin, Gaustad & Stein, LLC | 0.06% | Reduce -6.1% | 3,786 | $705K |
| Townsend Asset Management Corp. /NC/ | 0.27% | Add +9.8% | 3,771 | $703K |
| Canvas Wealth Advisors, LLC | 0.18% | Add +129.8% | 4,028 | $702K |
| UNIVEST FINANCIAL Corp | 0.05% | Reduce -13.5% | 3,765 | $701K |
| Caitlin John, LLC | 0.69% | Add +0.0% | 3,760 | $700K |
| Wealth Preservation Advisors, LLC | 0.50% | — | 3,746 | $698K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -1.1% | 3,736 | $696K |
| Lake Street Private Wealth, LLC | 0.11% | Add +0.0% | 3,731 | $695K |
| Glassman Wealth Services | 0.12% | Reduce -2.7% | 3,724 | $694K |
| Granite FO LLC | 0.39% | No change | 3,714 | $692K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -1.3% | 3,703 | $690K |
| Elm Partners Management LLC | 0.04% | Add +32.3% | 3,693 | $688K |
| Visionary Wealth Advisors | 0.04% | Add +0.1% | 3,678 | $685K |
| Caldwell Trust Co | 0.07% | Reduce -24.6% | 3,678 | $685K |
| Compass Capital Corp. /Ma/ | 0.36% | Reduce -10.3% | 3,837 | $684K |
| JT Stratford LLC | 0.12% | Reduce -1.7% | 3,651 | $680K |
| Magnolia Private Wealth, LLC | 0.57% | Reduce -1.2% | 3,641 | $678K |
| AlphaCore Capital LLC | 0.06% | New | 3,629 | $676K |
| Chesley Taft & Associates LLC | 0.03% | Reduce -7.6% | 3,627 | $676K |
| Libra Wealth LLC | 0.25% | Add +6.5% | 3,626 | $675K |
| Westhampton Capital, LLC | 0.37% | Add +2.4% | 3,624 | $675K |
| Accretive Wealth Partners, LLC | 0.24% | Reduce -1.6% | 3,701 | $674K |
| Evermay Wealth Management LLC | 0.09% | Reduce -9.0% | 3,609 | $672K |
| Life Planning Partners, Inc | 0.61% | Reduce -0.1% | 3,595 | $670K |
| Agate Pass Investment Management, LLC | 0.28% | No change | 3,576 | $666K |
| Franklin Resources Inc. | 0.00% | No change | 3,565 | $664K |
| Montag A & Associates Inc. | 0.03% | Reduce -28.2% | 3,563 | $664K |
| BCS Wealth Management | 0.17% | Reduce -31.5% | 3,562 | $663K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.30% | Reduce -0.6% | 3,549 | $659K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Reduce -10.6% | 3,535 | $659K |
| Becker Capital Management Inc. | 0.02% | No change | 3,500 | $652K |
| Oak Hill Wealth Advisors, LLC | 0.15% | Add +0.0% | 3,495 | $651K |
| Citizens Financial Group Inc. | 0.01% | Add +3.0% | 3,493 | $651K |
| Transce3nd, LLC | 0.29% | Reduce -36.8% | 3,501 | $651K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -62.5% | 3,477 | $648K |
| Klingman & Associates, LLC | 0.04% | Reduce -0.3% | 3,464 | $645K |
| Mayfair Advisory Group, LLC | 0.37% | Add +3.2% | 3,458 | $644K |
| Hexagon Capital Partners LLC | 0.12% | Reduce -0.1% | 3,439 | $641K |
| McDonald Partners LLC | 0.17% | Reduce -4.6% | 3,404 | $634K |
| Madison Wealth Partners, Inc | 0.16% | Reduce -1.6% | 3,396 | $633K |
| Magnolia Capital Advisors LLC | 0.17% | Reduce -2.4% | 3,393 | $632K |
| Savvy Advisors, Inc. | 0.06% | Add +143.8% | 3,381 | $630K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Reduce -56.5% | 3,377 | $629K |
| Fonville Wealth Management LLC | 0.18% | Add +144.6% | 3,395 | $626K |
| Silver Oak Advisory Group, Inc. | 0.33% | Add +14.4% | 3,344 | $623K |
| Cove Private Wealth, LLC | 0.33% | New | 3,340 | $622K |
| Cozad Asset Management Inc. | 0.06% | Add +0.0% | 3,295 | $614K |
| Axis Wealth Partners, LLC | 0.45% | Add +1.4% | 3,291 | $613K |
| Winebrenner Capital Management LLC | 0.55% | Reduce -1.1% | 3,286 | $612K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +3.5% | 3,282 | $611K |
| Evergreen Capital Management LLC | 0.02% | No change | 3,281 | $611K |
| Woodmont Investment Counsel LLC | 0.04% | Reduce -2.3% | 3,271 | $609K |
| Capasso Planning Partners LLC | 0.25% | Reduce -16.8% | 3,268 | $609K |
| Busey Bank | 0.02% | Add +0.4% | 3,265 | $608K |
| Brass Tax Wealth Management, Inc. | 0.13% | Reduce -0.8% | 3,264 | $608K |
| Abbot Financial Management, Inc. | 0.32% | Add +0.0% | 3,262 | $608K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -11.2% | 3,253 | $606K |
| Apriem Advisors | 0.07% | Add +68.8% | 3,246 | $605K |
| Rockwood Wealth Management, LLC | 0.06% | Reduce -0.6% | 3,237 | $603K |
| Greykasell Wealth Strategies, Inc. | 0.32% | Add +0.1% | 3,235 | $603K |
| Novak & Powell Financial Services, Inc. | 0.37% | Reduce -45.9% | 3,217 | $599K |
| Bedel Financial Consulting, Inc. | 0.09% | Add +4.1% | 3,292 | $599K |
| Barnes Pettey Financial Advisors, LLC | 0.47% | Add +75.7% | 3,212 | $598K |
| Astra Wealth Partners LLC | 0.57% | No change | 3,204 | $597K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +0.3% | 3,199 | $596K |
| Landmark Wealth Management, LLC | 0.26% | Reduce -4.8% | 3,193 | $595K |
| Manuka Financial, LLC | 0.38% | Add +10.1% | 3,179 | $592K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 3,165 | $590K |
| Trilogy Capital Inc. | 0.03% | Reduce -5.4% | 3,162 | $589K |
| Western Wealth Management, LLC | 0.04% | Add +2.3% | 3,160 | $589K |
| Exchange Bank | 0.47% | Reduce -3.1% | 3,155 | $588K |
| McLean Asset Management Corp | 0.19% | Add +5.1% | 3,565 | $580K |
| Beckerman Institutional, LLC | 0.42% | Add +5.5% | 3,104 | $578K |
| Wealthstream Advisors, Inc. | 0.11% | Add +0.3% | 3,094 | $576K |
| Resolute Advisors LLC | 0.17% | Add +0.7% | 3,082 | $574K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -1.2% | 3,080 | $574K |
| Country Club Bank | 0.04% | No change | 3,087 | $573K |
| Unconventional Investor, LLC | 0.34% | Add +0.7% | 3,072 | $572K |
| Hoxton Planning & Management, LLC | 0.22% | Add +0.5% | 3,065 | $571K |
| Apexium Financial, LP | 0.03% | Add +1.1% | 3,058 | $570K |
| Lane & Associates LLC | 0.31% | Reduce -0.9% | 3,051 | $568K |
| QRG Capital Management, Inc. | 0.01% | Reduce -7.1% | 3,038 | $566K |
| MIdWestOne Financial Group, Inc. | 0.08% | Reduce -6.5% | 3,036 | $566K |
| Cadent Capital Advisors, LLC | 0.21% | Reduce -64.5% | 3,018 | $562K |
| Avant Financial Advisors LLC | 0.51% | No change | 3,018 | $562K |
| Apeiron RIA LLC | 0.17% | Add +2.7% | 3,014 | $561K |
| Weik Capital Management | 0.23% | Add +71.4% | 3,000 | $559K |
| Woodside Wealth Management LLC | 0.52% | — | 2,999 | $559K |
| Aveo Capital Partners, LLC | 0.09% | Reduce -42.2% | 3,010 | $550K |
| Centaurus Financial, Inc. | 0.03% | Reduce -0.5% | 2,925 | $545K |
| Continuum Advisory, LLC | 0.07% | Reduce -11.6% | 2,920 | $544K |
| Gibson Capital, LLC | 0.11% | Reduce -7.9% | 2,902 | $541K |
| Collaborative Wealth Managment Inc. | 0.25% | No change | 2,899 | $540K |
| Medallion Wealth Advisors, LLC | 0.24% | Add +15.8% | 2,879 | $538K |
| Precedent Wealth Partners, LLC | 0.15% | Reduce -22.1% | 2,867 | $534K |
| Comprehensive Money Management Services LLC | 0.43% | No change | 2,866 | $534K |
| Altiora Financial Group, LLC | 0.11% | No change | 2,860 | $533K |
| Smartleaf Asset Management LLC | 0.05% | Add +80.9% | 2,869 | $533K |
| Private Trust Co. NA | 0.05% | Add +1.0% | 2,856 | $532K |
| Modern Wealth Management, LLC | 0.02% | Add +8.9% | 2,849 | $531K |
| Sax Wealth Advisors, LLC | 0.04% | Add +10.8% | 2,844 | $530K |
| Debussy Capital Management LP | 0.08% | No change | 2,825 | $526K |
| BlackRock, Inc. | 0.00% | Add +1.3% | 2,825 | $526K |
| SOL Capital Management CO | 0.06% | Reduce -8.1% | 2,825 | $526K |
| Pointe Capital Management LLC | 0.31% | Reduce -1.7% | 2,817 | $525K |
| Founders Financial Securities LLC | 0.04% | Add +7.1% | 2,910 | $524K |
| Tennessee Valley Asset Management Partners | 0.09% | No change | 2,803 | $522K |
| Godsey & Gibb, Inc. | 0.05% | No change | 2,791 | $520K |
| ERn Financial, LLC | 0.08% | Add +0.7% | 2,788 | $519K |
| Empirical Asset Management, LLC | 0.18% | No change | 2,765 | $515K |
| FSM Wealth Advisors, LLC | 0.12% | Add +165.3% | 2,764 | $515K |
| Roffman Miller Associates Inc. | 0.03% | Reduce -0.8% | 2,762 | $515K |
| Cascade Financial Partners, LLC | 0.06% | Add +41.0% | 2,762 | $515K |
| Pinnacle Associates Ltd. | 0.01% | Add +27.5% | 2,751 | $513K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -51.9% | 2,745 | $511K |
| TFO Wealth Partners, LLC | 0.10% | New | 2,737 | $510K |
| SteelPeak Wealth, LLC | 0.02% | Add +3.5% | 2,731 | $509K |
| Forefront Wealth Partners, LLC | 0.35% | Reduce -6.2% | 2,726 | $508K |
| Apollon Financial, LLC | 0.12% | No change | 2,724 | $507K |
| Windsor Advisory Group, LLC | 0.66% | No change | 2,720 | $507K |
| MWA Asset Management | 0.35% | Reduce -1.4% | 2,710 | $505K |
| Potentia Wealth | 0.24% | No change | 2,709 | $505K |
| Frederick Financial Consultants, LLC | 0.36% | No change | 2,700 | $503K |
| National Bank of Canada | 0.00% | Add +24.4% | 2,678 | $499K |
| Family Investment Center, Inc. | 0.12% | Add +2.2% | 2,673 | $498K |
| TCI Wealth Advisors, Inc. | 0.04% | Reduce -3.6% | 2,667 | $497K |
| Walter & Keenan Wealth Management LLC /in/ | 0.15% | Reduce -50.5% | 2,662 | $496K |
| Verdence Capital Advisors LLC | 0.04% | Reduce -1.2% | 2,629 | $490K |
| Pure Portfolios Holdings LLC | 0.18% | Add +33.5% | 2,628 | $490K |
| Quarry Hill Advisors, LLC | 0.32% | Reduce -1.3% | 2,617 | $488K |
| Smith Thornton Advisors LLC | 0.30% | No change | 2,602 | $485K |
| Harbor Investment Advisory, LLC | 0.05% | Add +8.1% | 2,600 | $484K |
| Valmark Advisers, Inc. | 0.01% | Reduce -56.1% | 2,585 | $482K |
| Red Wave Investments LLC | 0.17% | Reduce -2.8% | 2,574 | $480K |
| Investmark Advisory Group LLC | 0.24% | Add +1.1% | 2,568 | $479K |
| Centennial Bank | 0.23% | Reduce -12.5% | 2,560 | $477K |
| Tyler-Stone Wealth Management | 0.09% | Reduce -8.9% | 2,545 | $474K |
| PGIM Custom Harvest LLC | 0.01% | Add +47.0% | 2,532 | $472K |
| Iowa State Bank | 0.10% | New | 2,531 | $472K |
| Droms Strauss Advisors Inc. /Mo/ | 0.16% | Reduce -3.2% | 2,531 | $471K |
| Dakota Wealth Management | 0.01% | Add +8.9% | 2,524 | $470K |
| Clear Creek Financial Management, LLC | 0.05% | Add +25.9% | 2,521 | $470K |
| Anderson Hoagland & Co. | 0.06% | No change | 2,881 | $469K |
| McMill Wealth Management | 0.17% | New | 2,513 | $468K |
| Murphy & Mullick Capital Management Corp | 0.45% | Reduce -3.4% | 2,508 | $467K |
| WoodTrust Financial Corp | 0.07% | Add +10.9% | 2,504 | $466K |
| SBI Securities Co., Ltd. | 0.02% | Add +2.8% | 2,501 | $466K |
| Aviso Wealth Management | 0.25% | Reduce -7.8% | 2,501 | $466K |
| Cascade Wealth Advisors, Inc | 0.32% | No change | 2,680 | $464K |
| Colonial Trust Co / SC | 0.07% | Add +61.1% | 2,492 | $464K |
| PKS Advisory Services, LLC | 0.13% | Reduce -0.4% | 2,468 | $460K |
| Prosperity Consulting Group, LLC | 0.04% | Reduce -3.1% | 2,467 | $460K |
| Sebold Capital Management, Inc. | 0.30% | Add +88.4% | 2,464 | $459K |
| Atticus Wealth Management, LLC | 0.15% | Reduce -7.5% | 2,464 | $459K |
| Elevation Wealth Partners, LLC | 0.20% | Reduce -6.5% | 2,436 | $459K |
| Guardian Wealth Management, Inc. | 0.31% | Add +6.4% | 2,454 | $457K |
| Versant Capital Management, Inc | 0.08% | Reduce -0.4% | 2,446 | $456K |
| Tsfg, LLC | 0.09% | Add +0.0% | 2,443 | $455K |
| Seed Wealth Management, Inc. | 0.37% | No change | 2,440 | $455K |
| Ariadne Wealth Management, LP | 0.24% | No change | 2,442 | $454K |
| First National Bank Sioux Falls | 0.18% | No change | 2,428 | $452K |
| Drucker Wealth 3.0, LLC | 0.10% | Reduce -3.1% | 2,426 | $452K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +249.1% | 2,412 | $449K |
| Rinkey Investments | 0.14% | No change | 2,392 | $446K |
| Proficio Capital Partners LLC | 0.03% | Reduce -27.9% | 2,385 | $444K |
| K2 Financial Inc. | 0.44% | Reduce -4.5% | 2,617 | $444K |
| PAX Financial Group, LLC | 0.08% | Reduce -7.0% | 2,376 | $443K |
| Meeder Advisory Services, Inc. | 0.03% | Add +21.5% | 2,360 | $440K |
| Aptus Capital Advisors, LLC | 0.01% | Add +6.2% | 2,353 | $438K |
| Glenview Trust Co | 0.01% | No change | 2,348 | $437K |
| Round Rock Advisors LLC | 0.08% | Reduce -3.0% | 2,334 | $435K |
| Bell Investment Advisors, Inc | 0.08% | Add +3.8% | 2,327 | $434K |
| Camelot Technology Advisors, Inc. | 0.40% | Reduce -17.7% | 2,327 | $434K |
| Salem Investment Counselors Inc. | 0.02% | Reduce -0.2% | 2,325 | $433K |
| Lodestone Wealth Management LLC | 0.23% | Add +0.0% | 2,324 | $433K |
| Selective Wealth Management, Inc. | 0.19% | No change | 2,516 | $431K |
| Staley Capital Advisers Inc. | 0.02% | Reduce -2.5% | 2,311 | $431K |
| Cypress Point Wealth Management, LLC | 0.14% | No change | 2,308 | $430K |
| Taylor & Morgan Wealth Management, LLC | 0.32% | Reduce -1.9% | 2,301 | $429K |
| Copia Wealth Management | 0.39% | Add +10.3% | 2,283 | $425K |
| Carolinas Wealth Consulting LLC | 0.09% | Reduce -41.3% | 2,273 | $423K |
| DGS Capital Management, LLC | 0.11% | Add +2.0% | 2,266 | $422K |
| Ballentine Capital Advisors, Inc | 0.21% | No change | 2,264 | $422K |
| Fourth Dimension Wealth, LLC | 0.20% | Reduce -2.1% | 2,237 | $417K |
| Eagle Rock Investment Company, LLC | 0.07% | Reduce -1.6% | 2,236 | $417K |
| CoreCap Advisors, LLC | 0.02% | Add +53.8% | 2,234 | $416K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -5.3% | 2,227 | $415K |
| IPG Investment Advisors LLC | 0.09% | Add +105.9% | 2,211 | $412K |
| Fisher Asset Management | 0.00% | Add +99.8% | 2,200 | $410K |
| Aspen Grove Capital, LLC | 0.08% | Reduce -38.3% | 2,200 | $410K |
| Carnegie Investment Counsel | 0.01% | Reduce -3.2% | 2,445 | $408K |
| Lakewood Asset Management LLC | 0.28% | Reduce -4.0% | 2,189 | $408K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Reduce -31.1% | 2,183 | $407K |
| NWF Advisory Services Inc. | 0.06% | Add +23.8% | 2,181 | $406K |
| BLB&B Advisors, LLC | 0.02% | Add +1.0% | 2,178 | $406K |
| Procyon Advisors, LLC | 0.02% | Add +2.0% | 2,175 | $405K |
| TD Waterhouse Canada Inc. | 0.00% | Add +1985.6% | 2,169 | $405K |
| Key Client Fiduciary Advisors, LLC | 0.19% | Add +1.3% | 2,164 | $403K |
| Nottingham Advisors, Inc. | 0.06% | Reduce -10.2% | 2,162 | $403K |
| Fidelis Capital Partners, LLC | 0.04% | Reduce -7.0% | 2,247 | $402K |
| Vantage Financial Partners, LLC | 0.10% | Reduce -33.7% | 2,156 | $402K |
| Finward Bancorp | 0.35% | Reduce -3.0% | 2,145 | $400K |
| Virtue Capital Management, LLC | 0.05% | New | 2,136 | $398K |
| NorthStar Asset Management LLC | 0.25% | Reduce -14.2% | 2,134 | $398K |
| Global Assets Advisory, LLC | 0.07% | Add +85.9% | 2,248 | $398K |
| Narus Financial Partners, LLC | 0.13% | Reduce -1.9% | 2,125 | $396K |
| Financial Futures Ltd Liability Co. | 0.22% | Reduce -1.2% | 2,124 | $396K |
| Cornerstone Advisors Asset Management, LLC | 0.08% | New | 2,124 | $396K |
| Pettyjohn, Wood & White, Inc. | 0.08% | No change | 2,120 | $395K |
| Accredited Investors Inc. | 0.02% | Add +5.0% | 2,116 | $394K |
| Ridgewood Investments LLC | 0.18% | Reduce -1.9% | 2,108 | $393K |
| Elyxium Wealth, LLC | 0.17% | Reduce -43.0% | 2,103 | $392K |
| Pension & Wealth Management Advisors, Inc. | 0.15% | Reduce -13.6% | 2,097 | $391K |
| Oldfather Financial Services, LLC | 0.15% | No change | 2,096 | $390K |
| Pinnacle Bancorp, Inc. | 0.13% | Reduce -1.9% | 2,086 | $389K |
| Dunhill Financial, LLC | 0.18% | Add +3157.8% | 2,085 | $388K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -21.0% | 2,078 | $387K |
| Cahill Wealth Management, LLC | 0.20% | No change | 2,072 | $386K |
| Vontobel Holding Ltd. | 0.00% | New | 2,068 | $385K |
| Fiduciary Trust Co | 0.01% | Add +16.9% | 2,066 | $385K |
| Aspen Wealth Management LLC | 0.11% | New | 2,060 | $384K |
| Provident Wealth Management, LLC | 0.13% | No change | 2,057 | $383K |
| KKM Financial LLC | 0.16% | No change | 2,049 | $382K |
| Hardin Capital Partners, LLC | 0.23% | Reduce -2.8% | 2,042 | $380K |
| GTS Securities LLC | 0.02% | New | 2,035 | $379K |
| Dominguez Wealth Management Solutions, Inc. | 0.28% | Reduce -0.7% | 2,028 | $378K |
| Villere St Denis J & Co. LLC | 0.04% | No change | 2,022 | $377K |
| Winthrop Capital Management, LLC | 0.10% | No change | 2,014 | $375K |
| Wealth Quarterback LLC | 0.21% | Reduce -37.4% | 2,000 | $373K |
| Bantamac Capital, LLC | 0.18% | No change | 2,000 | $373K |
| Twin Focus Capital Partners, LLC | 0.06% | Add +8.1% | 2,000 | $373K |
| Rathbones Group PLC | 0.00% | No change | 2,000 | $373K |
| Guidance Capital, Inc. | 0.11% | Add +6.8% | 2,022 | $372K |
| Athena Investment Management | 0.23% | No change | 1,998 | $372K |
| Burling Wealth Partners, LLC | 0.08% | No change | 1,990 | $371K |
| Richmond Investment Services, LLC | 0.20% | Add +0.3% | 1,957 | $365K |
| Vista Capital Partners, Inc. | 0.04% | Reduce -3.5% | 1,957 | $365K |
| Rooted Wealth Advisors, Inc. | 0.16% | Reduce -0.6% | 2,144 | $363K |
| Stephens Consulting, LLC | 0.09% | Reduce -0.1% | 1,941 | $362K |
| Milestone Investment Advisors LLC | 0.10% | Reduce -11.6% | 1,939 | $361K |
| Adamsbrown Wealth Consultants LLC | 0.11% | No change | 1,936 | $361K |
| Thrive Wealth Management, LLC | 0.07% | Add +6.9% | 1,936 | $361K |
| Keystone Financial Group | 0.04% | Reduce -9.2% | 1,933 | $360K |
| Curated Wealth Partners LLC | 0.05% | Reduce -3.0% | 1,926 | $359K |
| Investments & Financial Planning, LLC | 0.23% | Add +1.3% | 1,922 | $358K |
| Wilson & Boucher Capital Management, LLC | 0.27% | No change | 1,921 | $358K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.20% | No change | 1,920 | $357K |
| Wambolt & Associates, LLC | 0.12% | Reduce -16.7% | 1,900 | $355K |
| Skyline Advisors, Inc. | 0.14% | No change | 1,883 | $351K |
| Vantage Point Financial LLC | 0.18% | No change | 1,873 | $349K |
| Capital Advisors, Ltd. LLC | 0.05% | No change | 1,869 | $348K |
| Signaturefd, LLC | 0.01% | Add +0.7% | 1,867 | $348K |
| Certified Advisory Corp | 0.04% | Reduce -3.6% | 1,867 | $348K |
| West Financial Advisors, LLC | 0.07% | Reduce -6.2% | 1,858 | $346K |
| New Hampshire Trust | 0.08% | Add +0.2% | 1,857 | $346K |
| Brightwater Advisory LLC | 0.27% | Reduce -5.7% | 1,855 | $346K |
| Next Level Private LLC | 0.13% | Reduce -0.4% | 1,854 | $345K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Add +2.0% | 1,842 | $343K |
| Solutions 4 Wealth, Ltd | 0.61% | No change | 1,841 | $343K |
| CGC Financial Services, LLC | 0.14% | Reduce -3.2% | 1,841 | $343K |
| Benchmark Wealth Management, LLC | 0.17% | Add +0.3% | 1,837 | $342K |
| Russell Investments Group, Ltd. | 0.00% | Add +3.0% | 1,832 | $341K |
| Summit Financial Strategies, Inc. | 0.03% | Reduce -7.1% | 1,829 | $341K |
| Washington Trust Advisors, Inc. | 0.03% | Reduce -7.0% | 1,826 | $340K |
| Summit X, LLC | 0.07% | Reduce -0.8% | 1,823 | $340K |
| Camelot Portfolios, LLC | 0.21% | Add +5.8% | 1,820 | $339K |
| GPS Wealth Strategies Group, LLC | 0.05% | Add +1.5% | 1,818 | $339K |
| Davis R M Inc. | 0.01% | Add +4.0% | 1,815 | $338K |
| HSBC Holdings PLC | 0.00% | Reduce -13.9% | 1,813 | $338K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -13.1% | 1,812 | $338K |
| Lodestar Private Asset Management LLC | 0.04% | Add +0.3% | 1,809 | $337K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -0.1% | 1,809 | $337K |
| Burney Co./ | 0.01% | Reduce -5.0% | 1,807 | $337K |
| Client 1ST Advisory Group, LLC | 0.13% | No change | 1,806 | $336K |
| Cadence Bank | 0.02% | Reduce -2.5% | 1,800 | $335K |
| Uptown Financial Advisors LLC | 0.34% | No change | 1,788 | $333K |
| Cutler Investment Counsel LLC | 0.04% | Reduce -0.8% | 1,788 | $333K |
| StoneX Group Inc. | 0.02% | Reduce -45.8% | 1,782 | $332K |
| Sterling Investment Counsel, LLC | 0.11% | Add +1.5% | 1,778 | $331K |
| Grand Wealth Management, LLC | 0.18% | Add +1.8% | 1,774 | $330K |
| Coppell Advisory Solutions LLC | 0.05% | Add +12.9% | 1,825 | $330K |
| Sapient Capital LLC | 0.01% | Reduce -13.2% | 1,769 | $330K |
| Coastwise Capital Group, LLC | 0.28% | Add +3.9% | 1,766 | $329K |
| Keel Point, LLC | 0.03% | Reduce -10.9% | 1,761 | $328K |
| Binnacle Investments Inc | 0.24% | — | 1,753 | $327K |
| Cidel Asset Management Inc. | 0.02% | Reduce -0.6% | 1,750 | $326K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -20.1% | 1,733 | $323K |
| Jag Capital Management, LLC | 0.04% | No change | 1,730 | $322K |
| Total Investment Management Inc. | 0.04% | Add +0.1% | 1,720 | $320K |
| Evercore Wealth Management, LLC | 0.01% | No change | 1,712 | $319K |
| CM Wealth Advisors LLC | 0.10% | No change | 1,711 | $319K |
| Canandaigua National Trust Co of Florida | 0.28% | No change | 1,701 | $317K |
| Dearborn Partners LLC | 0.02% | Reduce -11.9% | 1,698 | $316K |
| Clark Capital Management Group, Inc. | 0.00% | Add +6.6% | 1,690 | $315K |
| Hippocratic Financial Advisors, LLC | 0.19% | No change | 1,678 | $313K |
| Melfa Wealth Management, Inc. | 0.21% | Add +0.1% | 1,676 | $312K |
| Horizon Bancorp Inc. | 0.18% | Reduce -78.5% | 1,668 | $311K |
| Accel Wealth Management | 0.11% | Add +9.8% | 1,664 | $310K |
| Obsidian Personal Planning Solutions LLC | 0.14% | Reduce -1.5% | 1,721 | $310K |
| BWM Planning, LLC | 0.13% | Add +0.1% | 1,651 | $308K |
| WealthTrak Capital Management LLC | 0.26% | Reduce -5.1% | 1,643 | $306K |
| Wealth Group, Ltd. | 0.20% | Add +14.5% | 1,645 | $306K |
| KDK Private Wealth Management, LLC | 0.35% | No change | 1,638 | $305K |
| Marco Investment Management LLC | 0.03% | Reduce -2.4% | 1,633 | $304K |
| Austin Wealth Management, LLC | 0.06% | Reduce -46.0% | 1,692 | $304K |
| Prudent Investors Network, Inc. | 0.09% | Add +51.4% | 1,628 | $303K |
| Annandale Capital, LLC | 0.06% | No change | 1,625 | $303K |
| Appleton Partners Inc. | 0.02% | Reduce -10.1% | 1,627 | $303K |
| New England Private Wealth Advisors LLC | 0.05% | Add +0.7% | 1,625 | $303K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -4.2% | 1,618 | $301K |
| Willis Johnson & Associates, Inc. | 0.02% | Reduce -1.2% | 1,611 | $300K |
| WNY Asset Management, LLC | 0.04% | Reduce -3.2% | 1,609 | $300K |
| MAS Advisors LLC | 0.46% | No change | 1,608 | $300K |
| Victrix Investment Advisors | 0.16% | New | 1,607 | $299K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.08% | Reduce -14.5% | 1,605 | $299K |
| Bonfire Financial | 0.28% | Reduce -13.9% | 1,601 | $298K |
| Argent Advisors, Inc. | 0.10% | Add +5.0% | 1,601 | $298K |
| Park Edge Advisors, LLC | 0.08% | Reduce -7.3% | 1,600 | $298K |
| Delta Financial Group, Inc. | 0.07% | Reduce -1.8% | 1,545 | $297K |
| Amplius Wealth Advisors, LLC | 0.03% | Add +0.4% | 1,591 | $296K |
| Golden State Wealth Management, LLC | 0.04% | Reduce -4.3% | 1,588 | $296K |
| Ceera Investments, LLC | 0.10% | No change | 1,588 | $296K |
| Integral Investment Advisors, Inc. | 0.09% | Add +14.4% | 1,585 | $295K |
| Hazlett, Burt & Watson, Inc. | 0.13% | Reduce -3.3% | 1,583 | $295K |
| Rovin Capital /Ut/ | 0.10% | No change | 1,584 | $295K |
| GatePass Capital, LLC | 0.22% | No change | 1,583 | $295K |
| 1ST Source Bank | 0.02% | Reduce -0.4% | 1,583 | $295K |
| Team Hewins, LLC | 0.11% | Reduce -29.3% | 1,580 | $294K |
| My Personal CFO, LLC | 0.15% | Add +2.9% | 1,579 | $294K |
| Boyum Wealth Architects LLC | 0.29% | — | 1,577 | $294K |
| Nicolet Advisory Services, LLC | 0.03% | Reduce -26.2% | 1,735 | $294K |
| Tradewinds, LLC. | 0.08% | Reduce -63.2% | 1,576 | $294K |
| Cobblestone Capital Advisors LLC | 0.02% | Add +50.0% | 1,569 | $292K |
| Axim Planning & Wealth | 0.26% | Add +4.0% | 1,558 | $290K |
| Salus Financial Advisors, LLC | 0.22% | Reduce -0.5% | 1,556 | $290K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -6.5% | 1,556 | $290K |
| Argentarii, LLC | 0.14% | New | 1,547 | $288K |
| North Capital, Inc. | 0.27% | — | 1,544 | $288K |
| LWM Advisors Inc. | 0.35% | Add +19.3% | 1,545 | $287K |
| Sonoma Private Wealth LLC | 0.40% | Reduce -42.8% | 1,538 | $287K |
| Gilliland Jeter Wealth Management LLC | 0.10% | No change | 1,536 | $286K |
| Uhlmann Price Securities, LLC | 0.21% | Add +0.7% | 1,532 | $285K |
| Robinson Smith Wealth Advisors LLC | 0.24% | Add +2.0% | 1,529 | $285K |
| Vestia Personal Wealth Advisors | 0.22% | Add +4.5% | 1,525 | $284K |
| DecisionMap Wealth Management, LLC | 0.21% | Reduce -3.3% | 1,514 | $282K |
| Snider Financial Group | 0.09% | Add +2.3% | 1,507 | $281K |
| Schrum Private Wealth Management LLC | 0.25% | No change | 1,504 | $280K |
| Ellerson Group Inc. | 0.22% | No change | 1,500 | $279K |
| Jeppson Wealth Management, LLC | 0.10% | New | 1,498 | $279K |
| Horizon Investment Services, LLC | 0.14% | Reduce -0.3% | 1,494 | $278K |
| Romano Brothers and Company | 0.04% | Add +0.7% | 1,485 | $277K |
| Accurate Wealth Management, LLC | 0.05% | Reduce -5.2% | 1,614 | $276K |
| Willow Creek Wealth Management Inc. | 0.03% | No change | 1,481 | $276K |
| Headinvest, LLC | 0.05% | No change | 1,475 | $275K |
| LPWM LLC | 0.09% | Reduce -7.1% | 1,472 | $274K |
| Campbell Deegan Wealth Management, LLC | 0.32% | Reduce -12.0% | 1,472 | $274K |
| LexAurum Advisors, LLC | 0.05% | Add +6.7% | 1,472 | $274K |
| Sage Financial Management Group, Inc. | 0.10% | No change | 1,465 | $273K |
| Inspire Advisors, LLC | 0.03% | Reduce -9.2% | 1,456 | $271K |
| Gilman Hill Asset Management, LLC | 0.05% | Reduce -1.7% | 1,448 | $270K |
| Heritage Wealth Management, Inc. | 0.23% | Add +4.8% | 1,442 | $269K |
| Evensky & Katz LLC | 0.02% | Add +0.6% | 1,438 | $268K |
| Stewardship Advisors, LLC | 0.07% | Add +13.7% | 1,436 | $268K |
| Westmount Partners, LLC | 0.08% | Add +32.5% | 1,426 | $266K |
| Barlow Wealth Partners, LLC | 0.03% | No change | 1,478 | $265K |
| ICONIQ Capital, LLC | 0.00% | No change | 1,419 | $264K |
| N.E.W. Advisory Services LLC | 0.02% | Add +15.5% | 1,418 | $264K |
| Yoder Wealth Management, Inc. | 0.15% | No change | 1,417 | $264K |
| Columbia Asset Management | 0.05% | No change | 1,408 | $262K |
| Creekmur Asset Management LLC | 0.05% | Add +0.6% | 1,407 | $262K |
| Kanawha Capital Management LLC | 0.02% | Reduce -12.4% | 1,406 | $262K |
| Holland Advisory Services, Inc. | 0.40% | Add +0.6% | 1,405 | $262K |
| TFC Financial Management, Inc. | 0.04% | Add +0.2% | 1,403 | $261K |
| Anderson Financial Strategies, LLC | 0.16% | No change | 1,400 | $261K |
| Ameliora Wealth Management Ltd. | 0.10% | No change | 1,400 | $261K |
| W.H. Cornerstone Investments Inc. | 0.18% | Add +0.7% | 1,393 | $260K |
| Pennington Partners & Co., LLC | 0.15% | New | 1,392 | $259K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -63.7% | 1,390 | $259K |
| International Assets Investment Management, LLC | 0.02% | Add +5.7% | 1,389 | $259K |
| Good Life Advisors, LLC | 0.02% | Add +12.8% | 1,389 | $259K |
| GM Advisory Group, LLC | 0.01% | New | 1,387 | $258K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Add +16.2% | 1,374 | $256K |
| Chevy Chase Trust Holdings, LLC | 0.00% | New | 1,356 | $253K |
| PFG Investments, LLC | 0.02% | Add +6.6% | 1,353 | $252K |
| Wells Financial Advisors INC | 0.35% | No change | 1,353 | $252K |
| Destiny Wealth Partners, LLC | 0.04% | No change | 1,341 | $250K |
| River Wealth Advisors LLC | 0.03% | Reduce -0.8% | 1,341 | $250K |
| Rehmann Capital Advisory Group | 0.02% | Add +10.9% | 1,340 | $250K |
| TPG Advisors LLC | 0.20% | Add +1.0% | 1,336 | $249K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -17.4% | 1,333 | $248K |
| SCS Capital Management LLC | 0.00% | New | 1,331 | $248K |
| First Foundation Advisors | 0.01% | No change | 1,330 | $248K |
| Cherry Creek Investment Advisors, Inc. | 0.13% | Add +0.7% | 1,321 | $246K |
| Net Worth Advisory Group | 0.08% | Add +7.1% | 1,318 | $246K |
| Berger Financial Group, Inc | 0.02% | Reduce -1.9% | 1,317 | $245K |
| Claris Advisors, LLC / Mo / | 0.09% | No change | 1,315 | $245K |
| Foundation Wealth Management, LLC\PA | 0.12% | No change | 1,312 | $244K |
| Passive Capital Management, LLC. | 0.08% | No change | 1,310 | $244K |
| Marcum Wealth, LLC | 0.02% | Reduce -11.5% | 1,296 | $241K |
| Roman Butler Fullerton & Co. | 0.09% | Add +0.1% | 1,394 | $241K |
| Retirement Planning Group, LLC / NY | 0.25% | New | 1,295 | $241K |
| Founders Financial Alliance, LLC | 0.06% | Add +141.8% | 1,291 | $241K |
| Milestone Asset Management Group, LLC | 0.22% | Add +0.5% | 1,291 | $240K |
| RHS Financial, LLC | 0.13% | Reduce -2.0% | 1,289 | $240K |
| Kestra Investment Management, LLC | 0.00% | Reduce -98.9% | 1,288 | $240K |
| Watershed Private Wealth LLC | 0.10% | Add +8.4% | 1,285 | $239K |
| Brady Martz Wealth Solutions, LLC | 0.05% | Reduce -0.2% | 1,283 | $239K |
| TruWealth Advisors, LLC | 0.01% | Reduce -8.0% | 1,269 | $236K |
| Bogart Wealth, LLC | 0.01% | No change | 1,265 | $236K |
| Confluence Wealth Services, Inc. | 0.01% | New | 1,334 | $235K |
| Paragon Financial Partners, Inc. | 0.18% | Add +14.1% | 1,261 | $235K |
| Paragon Advisors, LLC | 0.09% | Add +4.8% | 1,255 | $234K |
| Liberty Capital Management, Inc. | 0.05% | No change | 1,251 | $233K |
| Shared Vision Wealth Group LLC | 0.13% | No change | 1,244 | $232K |
| Summit Asset Management, LLC | 0.04% | Reduce -17.4% | 1,239 | $231K |
| Rothschild Capital Partners, LLC | 0.06% | Reduce -18.2% | 1,236 | $230K |
| Andrews, Lucia Wealth Management LLC | 0.15% | No change | 1,160 | $230K |
| Park Place Capital Corp | 0.06% | Add +0.1% | 1,229 | $229K |
| Connecticut Wealth Management, LLC | 0.01% | New | 1,224 | $228K |
| Intelligence Driven Advisers, LLC | 0.04% | Add +2.9% | 1,215 | $226K |
| L. Roy Papp & Associates, LLP | 0.03% | Add +0.7% | 1,208 | $225K |
| Adero Partners, LLC | 0.01% | No change | 1,204 | $224K |
| Winthrop Advisory Group LLC | 0.03% | Add +0.7% | 1,196 | $223K |
| Clark Asset Management, LLC | 0.04% | Add +12.3% | 1,191 | $222K |
| Defined Wealth Management, LLC | 0.15% | Reduce -7.9% | 1,187 | $221K |
| XY Planning Network, Inc. | 0.15% | No change | 1,185 | $221K |
| SilverOak Wealth Management LLC | 0.05% | No change | 1,181 | $220K |
| Woodard & Co. Asset Management Group Inc. | 0.05% | Reduce -7.8% | 1,180 | $220K |
| Harbour Capital Advisors, LLC | 0.05% | No change | 1,237 | $219K |
| Lazari Capital Management, Inc. | 0.09% | Add +0.7% | 1,169 | $218K |
| Freedom Financial Partners LLC | 0.10% | Add +0.3% | 1,165 | $217K |
| Strategic Financial Services, Inc. | 0.01% | No change | 1,165 | $217K |
| Legacy Bridge, LLC | 0.12% | Reduce -20.6% | 1,158 | $216K |
| North Star Asset Management Inc. | 0.01% | Reduce -7.4% | 1,157 | $216K |
| Punch & Associates Investment Management, Inc. | 0.01% | Reduce -5.0% | 1,152 | $215K |
| LJI Wealth Management, LLC | 0.04% | Add +5.5% | 1,144 | $213K |
| Capital Group Private Client Services, Inc. | 0.00% | Reduce -0.8% | 1,144 | $213K |
| Insight Inv LLC | 0.15% | No change | 1,143 | $213K |
| Archer Investment Corp | 0.06% | Add +0.6% | 1,140 | $212K |
| Salomon & Ludwin, LLC | 0.02% | Reduce -9.8% | 1,138 | $212K |
| Seven Mile Advisory | 0.14% | No change | 1,135 | $211K |
| Keystone Wealth Services, LLC | 0.06% | Reduce -13.5% | 1,131 | $211K |
| Angeles Wealth Management, LLC | 0.02% | No change | 1,129 | $210K |
| Cassaday & Co Wealth Management LLC | 0.01% | New | 1,128 | $210K |
| Schneider Downs Wealth Management Advisors, LP | 0.04% | Add +0.1% | 1,127 | $210K |
| Holos Integrated Wealth LLC | 0.14% | No change | 1,125 | $210K |
| Maridea Wealth Management LLC | 0.07% | Add +0.5% | 1,119 | $208K |
| Wealth Management Nebraska | 0.03% | Reduce -56.6% | 1,115 | $208K |
| Ehrlich Financial Group | 0.15% | New | 1,113 | $207K |
| Von Berge Wealth Management Group, LLC | 0.13% | Add +0.3% | 1,151 | $207K |
| FSA Advisors, Inc. | 0.16% | Add +2.0% | 1,105 | $206K |
| Moloney Securities Asset Management, LLC | 0.03% | New | 1,105 | $206K |
| Keystone Financial Services, LLC | 0.17% | New | 1,102 | $205K |
| Murphy Pohlad Asset Management LLC | 0.09% | New | 1,101 | $205K |
| RFG Holdings, Inc. | 0.07% | Reduce -1.8% | 1,095 | $204K |
| BTS Asset Management, Inc. | 0.23% | New | 1,095 | $204K |
| Inman Jager Wealth Management, LLC | 0.15% | New | 1,093 | $204K |
| Jackson, Grant Investment Advisers, Inc. | 0.08% | Add +0.7% | 1,091 | $203K |
| Warwick Investment Management, Inc. | 0.04% | No change | 1,090 | $203K |
| Tillman Hartley LLC | 0.06% | Reduce -3.0% | 1,089 | $203K |
| WPG Advisers, LLC | 0.19% | Reduce -2.8% | 1,080 | $201K |
| Satovsky Asset Management LLC | 0.04% | Add +0.6% | 1,079 | $201K |
| Graney & King, LLC | 0.15% | Add +0.2% | 1,077 | $201K |
| Sound View Wealth Advisors Group, LLC | 0.02% | New | 1,076 | $200K |
| First PREMIER Bank | 0.05% | No change | 1,060 | $197K |
| Key Financial Inc | 0.04% | Reduce -17.9% | 1,025 | $191K |
| Advantage Trust Co | 0.11% | No change | 1,000 | $186K |
| Trivant Custom Portfolio Group, LLC | 0.11% | No change | 1,000 | $186K |
| Community Bank, N.A. | 0.03% | No change | 1,000 | $186K |
| Lanark Financial, Inc. | 0.02% | — | 989 | $184K |
| Rothschild Investment LLC | 0.01% | Add +0.9% | 972 | $181K |
| Brown Brothers Harriman & Co. | 0.00% | Add +1.0% | 968 | $180K |
| Glen Eagle Advisors, LLC | 0.03% | Reduce -13.0% | 960 | $179K |
| LRI Investments, LLC | 0.02% | Reduce -28.8% | 918 | $171K |
| Sandy Spring Bank | 0.01% | Add +0.1% | 914 | $170K |
| Whipplewood Advisors, LLC | 0.10% | Reduce -71.1% | 264 | $170K |
| Marshall Investment Management, LLC | 0.10% | Reduce -0.6% | 907 | $169K |
| Sierra Ocean, LLC | 0.13% | No change | 906 | $169K |
| Abound Wealth Management | 0.06% | Add +152.2% | 903 | $168K |
| Kennebec Savings Bank | 0.18% | No change | 900 | $168K |
| Bare Financial Services, Inc | 0.06% | No change | 873 | $163K |
| Logan Capital Management Inc. | 0.01% | No change | 869 | $162K |
| HHM Wealth Advisors, LLC | 0.02% | Reduce -53.7% | 857 | $160K |
| New Republic Capital, LLC | 0.07% | Reduce -5.6% | 850 | $158K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.31% | No change | 844 | $157K |
| WealthCollab, LLC | 0.09% | No change | 820 | $153K |
| Operose Advisors LLC | 0.05% | Reduce -4.1% | 798 | $149K |
| Proffitt & Goodson Inc. | 0.02% | No change | 783 | $146K |
| Dagco, Inc. | 0.05% | New | 770 | $143K |
| TD Capital Management LLC | 0.01% | No change | 740 | $138K |
| Addison Advisors LLC | 0.04% | No change | 732 | $136K |
| Mb, Levis & Associates, LLC | 0.06% | Add +40.4% | 727 | $135K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 718 | $134K |
| Crewe Advisors LLC | 0.02% | No change | 694 | $129K |
| Atlantic Private Wealth, LLC | 0.09% | No change | 673 | $125K |
| McIlrath & Eck, LLC | 0.02% | Add +0.1% | 668 | $124K |
| West Paces Advisors Inc. | 0.03% | Add +0.8% | 666 | $124K |
| Systematic Financial Management LP | 0.00% | Reduce -89.1% | 664 | $124K |
| PSI Advisors, LLC | 0.04% | No change | 659 | $123K |
| Thompson Investment Management, Inc. | 0.02% | No change | 635 | $118K |
| Colony Family Offices, LLC | 0.04% | Add +12.0% | 633 | $118K |
| MV Capital Management, Inc. | 0.01% | New | 633 | $118K |
| Lazard Asset Management LLC | 0.00% | No change | 610 | $113K |
| Field & Main Bank | 0.04% | No change | 600 | $112K |
| Synergy Investment Management, LLC | 0.05% | Reduce -40.9% | 594 | $111K |
| Brooklyn Investment Group | 0.02% | Add +454.7% | 588 | $109K |
| Curio Wealth, LLC | 0.06% | Reduce -99.5% | 3 | $108K |
| Hurley Capital, LLC | 0.08% | Add +75.9% | 570 | $106K |
| Financial Life Planners | 0.10% | Reduce -4.4% | 564 | $105K |
| Cloud Capital Management, LLC | 0.07% | — | 566 | $105K |
| 10Elms LLP | 0.12% | Reduce -22.2% | 562 | $105K |
| GAMMA Investing LLC | 0.01% | Add +18.4% | 560 | $104K |
| Bfsg, LLC | 0.01% | Reduce -1.8% | 559 | $104K |
| Bristlecone Advisors, LLC | 0.01% | No change | 551 | $103K |
| Investors Research Corp | 0.02% | No change | 546 | $102K |
| Oxford Financial Group, LTD. LLC | 0.01% | Reduce -52.0% | 537 | $100K |
| Centricity Wealth Management, LLC | 0.09% | No change | 517 | $96K |
| Bradley & Co. Private Wealth Management, LLC | 0.06% | No change | 506 | $94K |
| Sachetta, LLC | 0.04% | No change | 503 | $94K |
| Fairscale Capital, LLC | 0.08% | No change | 502 | $94K |
| SYM FINANCIAL Corp | 0.01% | Reduce -2.1% | 500 | $93K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | New | 500 | $93K |
| Valley National Advisers Inc. | 0.02% | Add +0.2% | 491 | $91K |
| First Command Advisory Services, Inc. | 0.00% | No change | 478 | $89K |
| Old Second National Bank of Aurora | 0.02% | No change | 467 | $87K |
| Ameriflex Group, Inc. | 0.03% | Add +0.5% | 436 | $81K |
| Gen-Wealth Partners Inc | 0.03% | Add +0.2% | 433 | $81K |
| Tanglewood Legacy Advisors, LLC | 0.04% | No change | 433 | $81K |
| TCTC Holdings, LLC | 0.00% | Add +0.2% | 423 | $79K |
| Crowley Wealth Management, Inc. | 0.07% | No change | 404 | $75K |
| Mechanics Financial Corp | 0.03% | No change | 400 | $75K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | No change | 400 | $75K |
| Breakwater Investment Management | 0.03% | Add +310.6% | 386 | $72K |
| DHJJ Financial Advisors, Ltd. | 0.03% | Reduce -10.7% | 383 | $71K |
| American Capital Advisory, LLC | 0.04% | Add +87.5% | 375 | $70K |
| Van Den Berg Management I, Inc. | 0.02% | Add +0.3% | 370 | $69K |
| Sound Income Strategies, LLC | 0.00% | Reduce -6.4% | 350 | $65K |
| Cape Investment Advisory, Inc. | 0.03% | Add +9.0% | 350 | $65K |
| Trifecta Capital Advisors, LLC | 0.01% | New | 345 | $64K |
| Red Lighthouse Investment Management, LLC | 0.03% | Add +203.6% | 334 | $64K |
| JDM Financial Group LLC | 0.03% | No change | 341 | $64K |
| Morling Financial Advisors, LLC | 0.02% | No change | 325 | $61K |
| Beacon Capital Management, LLC | 0.01% | Add +0.6% | 319 | $59K |
| Quest 10 Wealth Builders, Inc. | 0.06% | Reduce -50.2% | 319 | $59K |
| Peachtree Investment Partners, LLC | 0.02% | New | 316 | $59K |
| Rossby Financial, LCC | 0.02% | New | 320 | $57K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -6.0% | 298 | $56K |
| Wagner Wealth Management, LLC | 0.01% | New | 296 | $55K |
| IAG Wealth Partners, LLC | 0.01% | Add +18.4% | 290 | $54K |
| Cornerstone Planning Group LLC | 0.01% | Add +10.5% | 295 | $52K |
| Pacific Center for Financial Services | 0.01% | No change | 277 | $52K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 260 | $52K |
| Compass Planning Associates Inc | 0.05% | Add +7.6% | 270 | $50K |
| Rise Advisors, LLC | 0.02% | Reduce -33.9% | 263 | $49K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 260 | $48K |
| Vermillion Wealth Management, Inc. | 0.01% | Reduce -3.4% | 256 | $48K |
| Clearstead Trust, LLC | 0.01% | Add +388.2% | 249 | $46K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 248 | $46K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 245 | $46K |
| Barclays PLC | 0.00% | No change | 240 | $45K |
| Perritt Capital Management Inc | 0.02% | Add +0.4% | 238 | $44K |
| Horrell Capital Management, Inc. | 0.02% | No change | 232 | $43K |
| Private Wealth Asset Management, LLC | 0.01% | — | 232 | $43K |
| Tidemark, LLC | 0.02% | No change | 230 | $43K |
| MeadowBrook Investment Advisors LLC | 0.04% | No change | 225 | $42K |
| 2UniFi Bank | 0.03% | No change | 205 | $41K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 215 | $40K |
| Horizon Financial Services, LLC | 0.02% | Reduce -53.0% | 211 | $39K |
| Cardinal Strategic Wealth Guidance | 0.01% | No change | 210 | $39K |
| Parkworth Wealth Management, Inc. | 0.03% | Add +1.0% | 210 | $39K |
| Keener Financial Planning LLC | 0.02% | Reduce -34.2% | 204 | $38K |
| Hantz Financial Services, Inc. | 0.00% | New | 204 | $38K |
| Eastern Bank | 0.00% | Add +25.3% | 203 | $38K |
| Redwood Park Advisors LLC | 0.03% | No change | 200 | $37K |
| WASHINGTON TRUST Co | 0.00% | No change | 200 | $37K |
| Orion Capital Management LLC | 0.02% | No change | 196 | $37K |
| Ruedi Wealth Management, Inc. | 0.01% | Add +0.5% | 194 | $36K |
| Johnson Financial Group, Inc. | 0.00% | No change | 193 | $36K |
| New England Capital Financial Advisors LLC | 0.02% | Reduce -99.8% | 193 | $36K |
| Pinney & Scofield, Inc. | 0.03% | No change | 192 | $36K |
| Park Square Financial Group, LLC | 0.03% | No change | 190 | $35K |
| Matrix Private Capital Group LLC | 0.02% | No change | 190 | $35K |
| Global Financial Private Client, LLC | 0.01% | No change | 190 | $35K |
| Wayfinding Financial, LLC | 0.02% | New | 191 | $35K |
| Millstone Evans Group, LLC | 0.02% | No change | 185 | $34K |
| Webster Bank, N. A. | 0.00% | No change | 180 | $34K |
| Fairway Wealth LLC | 0.01% | Add +2.4% | 171 | $32K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 169 | $31K |
| Decker Retirement Planning Inc. | 0.02% | Reduce -58.1% | 167 | $31K |
| ORG Partners LLC | 0.01% | Add +3180.0% | 164 | $31K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 143 | $27K |
| Delta Asset Management LLC | 0.00% | No change | 143 | $27K |
| Global Wealth Strategies & Associates | 0.01% | Reduce -28.2% | 130 | $24K |
| Hamilton Point Investment Advisors, LLC | 0.00% | Add +158.3% | 124 | $23K |
| Marquette Asset Management, LLC | 0.00% | No change | 124 | $23K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -14.0% | 123 | $23K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -1.6% | 121 | $23K |
| Oakworth Capital, Inc. | 0.00% | No change | 120 | $22K |
| LGT Financial Advisors LLC | 0.07% | No change | 118 | $22K |
| Fairman Group, LLC | 0.02% | Add +0.9% | 110 | $22K |
| Country Trust Bank | 0.00% | Add +1325.0% | 114 | $21K |
| Signature Resources Capital Management, LLC | 0.02% | Add +107.4% | 112 | $21K |
| Noble Wealth Management PBC | 0.01% | No change | 111 | $21K |
| Columbia River Financial Group, LLC | 0.01% | New | 103 | $19K |
| EMC Capital Management | 0.01% | No change | 100 | $19K |
| Broadwater Capital Management LLC | 0.01% | No change | 100 | $19K |
| MilWealth Group LLC | 0.01% | No change | 100 | $19K |
| Financial Management Professionals, Inc. | 0.00% | New | 100 | $19K |
| Westside Investment Management, Inc. | 0.00% | Add +977.8% | 97 | $18K |
| Tompkins Financial Corp. | 0.00% | Add +56.5% | 97 | $18K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | No change | 94 | $17K |
| Highline Wealth Partners LLC | 0.01% | No change | 92 | $17K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 91 | $17K |
| Private Wealth Management Group, LLC | 0.01% | No change | 91 | $17K |
| Albion Financial Group | 0.00% | No change | 91 | $17K |
| Hughes Financial Services, LLC | 0.00% | New | 89 | $17K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 87 | $16K |
| Main Street Group, LTD | 0.01% | No change | 86 | $16K |
| JNBA Financial Advisors | 0.00% | Reduce -17.3% | 86 | $16K |
| Bellevue Asset Management, LLC | 0.01% | No change | 83 | $16K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 83 | $15K |
| Pineridge Advisors LLC | 0.01% | Add +1.2% | 83 | $15K |
| Hager Investment Management Services, LLC | 0.01% | New | 82 | $15K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 79 | $15K |
| Zions Bancorporation, National Association | 0.00% | — | 78 | $15K |
| Union Savings Bank | 0.01% | No change | 75 | $14K |
| EPG Wealth Management LLC | 0.00% | Add +1.4% | 74 | $14K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 72 | $13K |
| Dakota Community Bank & Trust NA | 0.06% | New | 70 | $13K |
| YANKCOM Partnership | 0.01% | No change | 70 | $13K |
| NFSG Corp | 0.00% | No change | 70 | $13K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -86.2% | 66 | $12K |
| Roble, Belko & Company, Inc | 0.00% | No change | 64 | $12K |
| CNB Bank | 0.01% | No change | 63 | $12K |
| Anfield Capital Management, LLC | 0.00% | No change | 63 | $12K |
| Heritage Wealth Advisors | 0.00% | New | 63 | $12K |
| Wood Tarver Financial Group, LLC | 0.00% | New | 60 | $11K |
| Strategic Investment Solutions, Inc. | 0.00% | New | 59 | $11K |
| Family Manage LLC | 0.00% | Add +3.5% | 59 | $11K |
| Mycio Wealth Partners, LLC | 0.00% | No change | 57 | $11K |
| Barnes Dennig Private Wealth Management LLC | 0.02% | — | 56 | $10K |
| Nalls Sherbakoff Group, LLC | 0.01% | — | 55 | $10K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 55 | $10K |
| Heck Capital Advisors, LLC | 0.00% | No change | 55 | $10K |
| DT Investment Partners, LLC | 0.00% | No change | 55 | $10K |
| St Germain D J Co. Inc. | 0.00% | Reduce -85.8% | 55 | $10K |
| Gleason Group, Inc. | 0.00% | No change | 52 | $10K |
| Fortis Group Advisors, LLC | 0.00% | No change | 52 | $10K |
| Davis Capital Management | 0.01% | No change | 50 | $9K |
| MCF Advisors LLC | 0.00% | No change | 50 | $9K |
| Frazier Financial Advisors, LLC | 0.01% | Reduce -57.3% | 50 | $9K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 49 | $9K |
| Valued Wealth Advisors LLC | 0.01% | No change | 48 | $9K |
| Kessler Investment Group, LLC | 0.00% | New | 47 | $9K |
| Bernard Wealth Management Corp. | 0.00% | No change | 47 | $9K |
| Christopher J. Hasenberg, Inc | 0.00% | Reduce -100.0% | 46 | $9K |
| Armor Investment Advisors, LLC | 0.00% | No change | 46 | $9K |
| Aventura Private Wealth, LLC | 0.00% | No change | 45 | $8K |
| Crews Bank & Trust | 0.00% | No change | 40 | $7K |
| FSA Wealth Management LLC | 0.00% | Reduce -71.2% | 40 | $7K |
| Steph & Co. | 0.00% | No change | 37 | $7K |
| Concord Wealth Partners | 0.00% | No change | 36 | $7K |
| First Financial Corp. | 0.00% | No change | 35 | $7K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 34 | $6K |
| DecisionPoint Financial, LLC | 0.00% | No change | 34 | $6K |
| Stonebridge Financial Group, LLC | 0.00% | Reduce -2.9% | 34 | $6K |
| Navigoe, LLC | 0.01% | No change | 37 | $6K |
| Richards, Merrill & Peterson, Inc. | 0.00% | No change | 32 | $6K |
| ROSS\JOHNSON & Associates LLC | 0.09% | Add +3.7% | 28 | $5K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 26 | $5K |
| HFM Investment Advisors, LLC | 0.00% | — | 22 | $4K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | Add +16.7% | 21 | $4K |
| Winch Advisory Services, LLC | 0.00% | No change | 20 | $4K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 19 | $4K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 19 | $4K |
| FWL Investment Management, LLC | 0.00% | Reduce -5.6% | 17 | $3K |
| PFG Private Wealth Management, LLC | 0.00% | Reduce -59.0% | 16 | $3K |
| Running Point Capital Advisors, LLC | 0.00% | New | 16 | $3K |
| 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 | $2K |
| Avalon Trust Co | 0.00% | New | 12 | $2K |
| Register Financial Advisors 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 |
| Darwin Wealth Management, LLC | 0.00% | No change | 9 | $2K |
| Financial Perspectives, Inc | 0.00% | No change | 9 | $2K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 7 | $1K |
| Hoey Investments, Inc. | 0.00% | New | 7 | $1K |
| Compass Wealth Management LLC | 0.00% | New | 7 | $1K |
| Hopwood Financial Services, Inc. | 0.00% | No change | 5 | $932 |
| Gables Capital Management Inc. | 0.00% | No change | 5 | $931 |
| Spurstone Advisory Services, LLC | 0.01% | No change | 3 | $558 |
| HM Payson & Co. | 0.00% | Reduce -99.4% | 2 | $373 |
| Costello Asset Management, INC | 0.00% | New | 1 | $208 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 1 | $187 |
"% 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.