Vngrd Mrngst SL-CP Val ETF-UVBRETF
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 1,562 institutions reported holding Vngrd Mrngst SL-CP Val ETF-U (VBR) in their 13F filings, up 34 from Q1 2025. 107 opened new positions and 84 sold out. The largest holders were Bank of America Corp. ($3.0B), Assetmark, Inc. ($850.3M) and Morgan Stanley ($753.8M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 (Q2 2025)
- CUSIP
- 922908611
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 107 | $209.1M |
| Exits | 84 | $107.9M |
All 13F filers, Q1 2025 → Q2 2025: 4,140,989 shares bought and 5,848,919 shares sold, net −1,707,930 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,562 holders
| Bank of America Corp. | 0.24% | Reduce -10.4% | 15,229,662 | $3.0B |
| Assetmark, Inc. | 2.01% | Add +4.5% | 4,360,477 | $850.3M |
| Morgan Stanley | 0.05% | Reduce -1.7% | 3,865,623 | $753.8M |
| Betterment LLC | 1.33% | Reduce -4.5% | 3,200,471 | $624.1M |
| Wells Fargo & Company | 0.08% | Add +0.6% | 1,809,616 | $352.9M |
| Envestnet Asset Management Inc. | 0.10% | Reduce -4.0% | 1,703,138 | $332.1M |
| UBS Group AG | 0.07% | Reduce -2.2% | 1,633,911 | $318.6M |
| Aspiriant, LLC | 9.20% | Reduce -3.8% | 1,483,454 | $289.3M |
| LPL Financial LLC | 0.09% | Add +3.4% | 1,436,793 | $280.2M |
| Sei Investments Co. | 0.32% | Add +3.0% | 1,426,827 | $278.3M |
| Captrust Financial Advisors | 0.49% | Reduce -35.1% | 1,136,586 | $221.6M |
| Jones Financial Companies LLLP | 0.16% | Reduce -19.0% | 1,062,970 | $208.1M |
| Raymond James Financial Inc. | 0.06% | Reduce -4.5% | 923,880 | $180.2M |
| Cetera Investment Advisers | 0.29% | Add +22.6% | 880,807 | $171.8M |
| Mather Group, Llc. | 1.82% | Reduce -0.4% | 873,500 | $170.3M |
| HighTower Advisors, LLC | 0.20% | Add +6.3% | 821,531 | $160.2M |
| Osaic Holdings, Inc. | 0.28% | Add +67.1% | 812,288 | $156.3M |
| Allworth Financial LP | 0.74% | Add +6.6% | 794,775 | $155.0M |
| Tiaa Trust, National Association | 0.40% | Add +1.0% | 782,506 | $152.6M |
| Choreo, LLC | 2.13% | Reduce -1.8% | 777,889 | $152.4M |
| PNC Financial Services Group, Inc. | 0.10% | Reduce -2.2% | 780,538 | $152.2M |
| JPMorgan Chase & Co. | 0.01% | Add +15.2% | 747,328 | $145.7M |
| Ameriprise Financial Inc. | 0.04% | Reduce -5.2% | 739,019 | $144.6M |
| Focus Partners Wealth | 0.30% | Add +4.9% | 700,565 | $136.7M |
| Commonwealth Equity Services, LLC | 0.17% | Reduce -11.0% | 665,646 | $129.8M |
| Efficient Advisors, LLC | 7.09% | Add +7.5% | 610,689 | $119.1M |
| Royal Bank of Canada | 0.02% | Add +3.7% | 503,565 | $98.2M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Add +47.0% | 480,301 | $96.9M |
| Mill Creek Capital Advisors, LLC | 2.09% | Reduce -1.5% | 483,605 | $94.3M |
| Rwa Wealth Partners, LLC | 1.14% | Add +8.0% | 467,411 | $91.1M |
| Stephens Group Asset Management, LLC | 6.37% | Add +12.3% | 453,785 | $88.5M |
| Mariner, LLC | 0.13% | Add +3.9% | 452,257 | $88.2M |
| Rockefeller Capital Management L.P. | 0.19% | Add +4.8% | 440,453 | $85.9M |
| Moneta Group Investment Advisors LLC | 1.02% | Add +11.6% | 437,040 | $85.2M |
| Park Avenue Securities LLC | 0.72% | New | 402,203 | $78.4M |
| JMG Financial Group, Ltd. | 2.35% | Add +39.1% | 397,979 | $77.6M |
| Retirement Systems of Alabama | 0.27% | No change | 382,480 | $74.6M |
| Bank of Montreal | 0.04% | Reduce -7.2% | 381,568 | $74.4M |
| Retirement Investment Advisors, Inc. | 6.66% | Add +7.2% | 379,601 | $74.0M |
| United Capital Financial Advisors, LLC | 0.59% | Reduce -7.4% | 372,856 | $72.7M |
| Modera Wealth Management, LLC | 0.87% | Add +3.3% | 362,293 | $70.7M |
| Wealthspire Advisors, LLC | 0.39% | Add +0.8% | 357,106 | $69.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +9.0% | 357,098 | $69.6M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +5.4% | 354,686 | $69.2M |
| Stifel Financial Corp. | 0.06% | Add +2.9% | 331,832 | $64.7M |
| Rodgers & Associates, LTD | 6.79% | Add +4.6% | 316,993 | $61.8M |
| 1832 Asset Management L.P. | 0.11% | Add +5.5% | 315,854 | $61.6M |
| Bragg Financial Advisors, Inc | 2.14% | Add +5.3% | 306,523 | $59.8M |
| Mokosak Advisory Group, LLC | 16.82% | Add +2.6% | 305,009 | $59.5M |
| Creative Planning | 0.05% | Reduce -7.0% | 297,801 | $58.1M |
| Cresset Asset Management, LLC | 0.28% | Reduce -9.1% | 280,451 | $54.9M |
| Mason Investment Advisory Services, Inc. | 2.99% | Reduce -0.6% | 281,121 | $54.8M |
| Financial Advisory Corp | 8.25% | Add +2.7% | 275,782 | $53.8M |
| Exencial Wealth Advisors, LLC | 1.88% | Add +4.2% | 273,786 | $53.4M |
| Stephens Inc. | 0.72% | Add +1.7% | 270,049 | $52.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.2% | 268,007 | $52.3M |
| Savant Capital, LLC | 0.37% | Add +1.1% | 264,513 | $51.6M |
| Cerity Partners LLC | 0.09% | Add +5.1% | 253,816 | $49.5M |
| Wit, LLC | 1.21% | New | 250,167 | $48.8M |
| Bailard, Inc. | 1.12% | Add +0.4% | 246,697 | $48.1M |
| MML Investors Services, LLC | 0.14% | Add +0.9% | 245,196 | $47.8M |
| Thompson Siegel & Walmsley LLC | 0.79% | Add +0.1% | 238,826 | $46.6M |
| Zhang Financial LLC | 2.13% | Reduce -3.4% | 236,780 | $46.2M |
| Inspirion Wealth Advisors, LLC | 5.99% | Reduce -1.1% | 231,924 | $45.2M |
| Abacus Planning Group, Inc. | 5.97% | Reduce -5.3% | 205,765 | $40.1M |
| Summit Financial, LLC | 0.90% | Add +6.2% | 203,262 | $39.8M |
| Foster Group, Inc. | 1.36% | Reduce -0.6% | 203,956 | $39.8M |
| Truist Financial Corp. | 0.06% | Reduce -8.3% | 203,501 | $39.7M |
| Corient Private Wealth LP | 0.05% | Reduce -9.9% | 198,986 | $38.8M |
| 25 LLC | 13.71% | Add +3.8% | 191,385 | $37.3M |
| Equitable Holdings, Inc. | 0.30% | Add +2.3% | 188,102 | $36.7M |
| Comprehensive Financial Management LLC | 1.01% | No change | 184,376 | $36.1M |
| Opal Wealth Advisors, LLC | 9.96% | Add +6.4% | 184,022 | $35.9M |
| Mercer Global Advisors Inc. | 0.08% | Reduce -23.0% | 176,390 | $34.4M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -6.5% | 173,386 | $33.8M |
| Strategies Wealth Advisors, LLC | 3.64% | Add +0.1% | 171,025 | $33.4M |
| Merit Financial Group, LLC | 0.37% | Add +419.5% | 169,586 | $33.1M |
| Waldron Private Wealth LLC | 1.43% | Reduce -0.2% | 167,804 | $32.9M |
| Pathstone Holdings, LLC | 0.12% | Add +83.5% | 162,441 | $30.2M |
| Verus Financial Partners, Inc. | 3.04% | Reduce -49.3% | 148,415 | $29.9M |
| Sanctuary Advisors, LLC | 0.18% | Reduce -2.1% | 149,591 | $29.2M |
| Asset Management Group, Inc. | 5.08% | Reduce -0.9% | 149,397 | $29.1M |
| US Bancorp \de | 0.04% | Add +1.3% | 147,872 | $28.9M |
| NewEdge Advisors, LLC | 0.14% | Add +0.6% | 142,693 | $27.8M |
| Comerica Bank | 0.11% | Add +0.4% | 141,141 | $27.5M |
| Focus Partners Advisor Solutions, LLC | 0.36% | Reduce -0.7% | 139,592 | $27.2M |
| Baird Financial Group, Inc. | 0.05% | Reduce -1.9% | 137,603 | $26.8M |
| Northwest Quadrant Wealth Management, LLC | 5.88% | Add +0.4% | 135,194 | $26.4M |
| Wealth Architects, LLC | 2.66% | Add +5.3% | 134,344 | $26.2M |
| Marotta Asset Management | 5.20% | Reduce -2.9% | 133,063 | $25.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.59% | Add +7.7% | 132,699 | $25.9M |
| FMR LLC | 0.00% | Reduce -20.0% | 132,031 | $25.7M |
| McAdam, LLC | 1.37% | Add +1.4% | 128,647 | $25.1M |
| Private Advisor Group, LLC | 0.13% | Reduce -0.1% | 126,038 | $24.6M |
| Brickley Wealth Management | 4.74% | Add +0.5% | 124,223 | $24.2M |
| Kestra Advisory Services, LLC | 0.11% | Add +8.2% | 120,548 | $23.5M |
| Silver Coast Investments LLC | 8.35% | Add +73.5% | 117,826 | $23.0M |
| BHK Investment Advisors, LLC | 8.97% | Add +1.7% | 117,444 | $22.9M |
| Pasadena Private Wealth, LLC | 3.92% | Reduce -5.8% | 117,238 | $22.9M |
| Grey Fox Wealth Advisors, LLC | 5.36% | Add +4.9% | 114,766 | $22.5M |
| Plante Moran Financial Advisors, LLC | 1.58% | Add +49.1% | 115,003 | $22.4M |
| Shakespeare Wealth Management, LLC | 5.70% | Add +4.1% | 109,603 | $21.4M |
| Total Wealth Planning, LLC | 2.66% | Add +8.5% | 107,740 | $21.0M |
| Fiducient Advisors LLC | 2.53% | Add +86.4% | 105,438 | $20.7M |
| ARS Wealth Advisors Group, LLC | 2.33% | Reduce -1.9% | 103,560 | $20.2M |
| Atria Investments, Inc | 0.24% | Reduce -8.3% | 103,130 | $20.1M |
| Beacon Pointe Advisors, LLC | 0.21% | Add +8.7% | 101,497 | $19.8M |
| Partners in Financial Planning | 3.62% | Add +2.2% | 100,573 | $19.6M |
| PDS Planning, Inc | 1.46% | Reduce -4.9% | 100,246 | $19.5M |
| Natixis Advisors, LLC | 0.03% | Reduce -30.3% | 100,061 | $19.5M |
| Retirement Financial Solutions, LLC | 6.75% | Reduce -4.8% | 98,339 | $19.2M |
| Coastline Trust Co | 2.19% | Reduce -30.0% | 97,873 | $19.1M |
| Aaron Wealth Advisors LLC | 1.92% | Reduce -3.5% | 96,575 | $18.8M |
| Avion Wealth | 4.20% | Add +8.6% | 94,436 | $18.4M |
| Studio Investment Management LLC | 3.67% | Reduce -6.3% | 93,413 | $18.3M |
| Avantax Advisory Services, Inc. | 0.10% | Add +25.8% | 93,804 | $18.3M |
| Whitaker-Myers Wealth Managers, LTD. | 4.60% | Add +10.1% | 93,548 | $18.2M |
| NorthCoast Asset Management LLC | 0.08% | Add +39.8% | 93,131 | $18.2M |
| Avior Wealth Management, LLC | 0.63% | Reduce -0.8% | 92,876 | $18.1M |
| TrueWealth Financial Partners | 9.55% | Add +3.1% | 88,775 | $17.3M |
| Fifth Third Bancorp | 0.06% | Reduce -6.0% | 88,474 | $17.3M |
| Gallagher Fiduciary Advisors, LLC | 0.66% | Reduce -2.9% | 87,206 | $17.0M |
| Strategic Investment Advisors / MI | 1.62% | Add +12.7% | 85,269 | $16.7M |
| Empowered Funds, LLC | 0.19% | Add +1557.9% | 85,268 | $16.6M |
| Johnson Investment Counsel Inc. | 0.15% | Add +1.2% | 84,267 | $16.4M |
| Sequoia Financial Advisors, LLC | 0.11% | Reduce -41.8% | 81,670 | $15.9M |
| Glenmede Investment Management, LP | 0.08% | — | 80,551 | $15.7M |
| Hillman Co. | 5.82% | Reduce -18.6% | 78,406 | $15.3M |
| Performa Ltd (US), LLC | 4.55% | Add +12.0% | 77,347 | $15.1M |
| Traveka Wealth, LLC | 7.89% | Add +1.9% | 76,382 | $14.9M |
| Steward Partners Investment Advisory, LLC | 0.12% | Reduce -11.5% | 76,119 | $14.8M |
| Family CFO Inc | 7.40% | Reduce -0.9% | 75,806 | $14.8M |
| LMG Wealth Partners, LLC | 3.02% | Reduce -0.0% | 75,446 | $14.7M |
| Brooklyn FI, LLC | 3.72% | Add +2.3% | 74,489 | $14.5M |
| Quest Investment Management LLC | 1.59% | No change | 74,298 | $14.5M |
| Robinswood Financial LLC | 5.07% | Reduce -1.0% | 73,522 | $14.3M |
| Benjamin Edwards Inc. | 0.18% | Add +2.4% | 73,341 | $14.3M |
| Capital Wealth Management, LLC | 5.31% | Add +5.5% | 73,061 | $14.2M |
| CW Advisors, LLC | 0.14% | Reduce -22.8% | 72,688 | $14.2M |
| Presilium Private Wealth, LLC | 2.89% | Add +6.7% | 72,475 | $14.1M |
| Jacobsen Capital Management | 5.13% | Add +5.0% | 71,423 | $13.9M |
| Bartlett & Co. Wealth Management LLC | 0.19% | Reduce -0.8% | 70,627 | $13.8M |
| Tradition Wealth Management, LLC | 1.09% | Add +2.8% | 70,111 | $13.7M |
| &partners | 0.10% | Add +19.1% | 69,944 | $13.7M |
| Arvest Investments, Inc. | 2.04% | Add +0.5% | 69,582 | $13.6M |
| Phillips Financial Management, LLC | 0.97% | Reduce -0.7% | 68,294 | $13.3M |
| Texas Yale Capital Corp. | 0.43% | Add +5.3% | 67,836 | $13.2M |
| Meridian Wealth Management, LLC | 0.56% | Add +15.4% | 67,089 | $13.1M |
| Apella Capital, LLC | 0.35% | Add +1.1% | 64,066 | $12.8M |
| Peapack Gladstone Financial Corp. | 0.18% | Reduce -0.3% | 63,847 | $12.5M |
| Advisory Services Network, LLC | 0.20% | Reduce -0.4% | 62,308 | $12.4M |
| Ancora Advisors LLC | 0.26% | Add +2.5% | 63,306 | $12.3M |
| BancFirst Trust & Investment Management | 5.74% | Add +8.0% | 63,055 | $12.3M |
| HB Wealth Management, LLC | 0.10% | Add +5.9% | 61,675 | $12.0M |
| Victory Financial Group, LLC | 1.90% | Add +5.8% | 61,280 | $12.0M |
| Cwm, LLC | 0.04% | Reduce -7.4% | 61,225 | $11.9M |
| D.A. Davidson & Co. | 0.08% | Reduce -7.9% | 60,384 | $11.8M |
| Shepherd Financial Partners LLC | 1.23% | Reduce -11.2% | 59,836 | $11.7M |
| Weinberger Asset Management, Inc | 4.49% | Add +7.7% | 59,630 | $11.6M |
| Financial Synergies Wealth Advisors, Inc. | 1.26% | Reduce -1.6% | 59,549 | $11.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -9.7% | 59,380 | $11.6M |
| Garde Capital, Inc. | 0.61% | Reduce -0.3% | 58,860 | $11.5M |
| Steele Capital Management, Inc. | 0.55% | Add +24.8% | 58,585 | $11.5M |
| Center for Financial Planning, Inc. | 1.31% | Reduce -76.0% | 58,544 | $11.4M |
| Moser Wealth Advisors, LLC | 5.48% | Reduce -9.4% | 58,536 | $11.4M |
| M&T Bank Corp | 0.04% | Add +17.6% | 58,070 | $11.3M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -26.6% | 58,019 | $11.3M |
| Cherry Tree Wealth Management, LLC | 2.60% | Reduce -0.4% | 57,398 | $11.2M |
| Compound Planning, Inc. | 0.42% | Reduce -14.5% | 57,208 | $11.2M |
| Jmac Enterprises LLC | 2.38% | Add +0.9% | 57,051 | $11.1M |
| Almanack Investment Partners, LLC. | 1.75% | New | 56,450 | $11.0M |
| Wharton Business Group, LLC | 0.46% | Reduce -9.6% | 56,305 | $11.0M |
| Praetorian Wealth Management, Inc. | 2.52% | Reduce -4.2% | 56,161 | $11.0M |
| Checchi Capital Advisers, LLC | 0.75% | Reduce -24.0% | 55,508 | $10.8M |
| Sepio Capital, LP | 0.76% | Reduce -59.8% | 54,869 | $10.7M |
| Willis Investment Counsel | 0.62% | Add +89.1% | 54,351 | $10.6M |
| Pure Financial Advisors, LLC | 0.19% | Reduce -20.6% | 54,245 | $10.6M |
| Symmetry Partners, LLC | 1.30% | Reduce -23.1% | 54,126 | $10.6M |
| Fee-Only Financial Planning, L.C. | 6.48% | Add +0.0% | 53,675 | $10.5M |
| SWAN Capital LLC | 4.54% | Add +95.3% | 53,552 | $10.4M |
| Flywheel Private Wealth LLC | 8.35% | Add +13.5% | 53,355 | $10.4M |
| MAI Capital Management | 0.07% | Reduce -1.3% | 53,324 | $10.4M |
| Payne Capital Management, LLC | 3.99% | Reduce -0.0% | 53,062 | $10.3M |
| JBGlobal.com LLC | 10.61% | Reduce -28.5% | 52,374 | $10.2M |
| Veery Capital, LLC | 3.50% | Add +6.3% | 52,221 | $10.2M |
| LMCG Investments, LLC | 0.64% | Reduce -4.4% | 52,084 | $10.2M |
| Baltimore-Washington Financial Advisors, Inc. | 0.47% | Reduce -8.5% | 51,909 | $10.1M |
| Highland Capital Management, LLC | 0.55% | Reduce -0.5% | 51,675 | $10.1M |
| Blair William & Co. | 0.03% | Reduce -6.5% | 51,558 | $10.1M |
| Concurrent Investment Advisors, LLC | 0.19% | Add +1.3% | 50,710 | $9.9M |
| Firestone Capital Management | 2.32% | Add +3.6% | 50,474 | $9.8M |
| Joel Isaacson & Co., LLC | 0.39% | Add +29.2% | 49,452 | $9.6M |
| Gladwyn Financial Advisors, Inc. | 7.45% | — | 49,372 | $9.6M |
| Citadel Advisors | 0.01% | Add +161.4% | 48,867 | $9.5M |
| Lansing Street Advisors | 2.83% | Add +102.0% | 48,578 | $9.5M |
| Capital Advantage, Inc. | 1.51% | Reduce -38.1% | 48,801 | $9.5M |
| Bishop & Co Investment Management, LLC | 3.41% | Reduce -0.9% | 48,697 | $9.5M |
| CX Institutional | 0.33% | Add +34.0% | 48,111 | $9.4M |
| Family Wealth Partners, LLC | 3.71% | Reduce -3.1% | 47,579 | $9.3M |
| Eagle Strategies LLC | 1.41% | Add +18.2% | 47,515 | $9.3M |
| BNP Paribas Financial Markets | 0.01% | Add +30.2% | 47,400 | $9.2M |
| Kestra Private Wealth Services, LLC | 0.13% | Reduce -1.6% | 46,952 | $9.2M |
| Parallel Advisors, LLC | 0.18% | Add +2.7% | 46,895 | $9.1M |
| Cardiff Park Advisors, LLC | 0.79% | No change | 46,624 | $9.1M |
| EP Wealth Advisors, LLC | 0.06% | Add +3.4% | 46,333 | $9.0M |
| One Degree Advisors Inc | 3.21% | Add +4.9% | 46,321 | $9.0M |
| Prosperity Planning, Inc. | 3.61% | Reduce -3.9% | 45,793 | $8.9M |
| Sage Financial Group Inc. | 0.66% | Add +1.8% | 45,779 | $8.9M |
| Pinnacle Financial Partners Inc | 0.18% | Add +10.2% | 45,070 | $8.8M |
| Forbes Financial Planning, Inc. | 5.87% | Reduce -5.9% | 44,574 | $8.7M |
| Facet Wealth, Inc. | 0.20% | Reduce -12.9% | 43,775 | $8.7M |
| DAVENPORT & Co LLC | 0.05% | Add +3.2% | 44,336 | $8.6M |
| Spectrum Investment Advisors, Inc. | 5.01% | Add +7.3% | 44,264 | $8.6M |
| Wrenne Financial Planning LLC | 3.98% | Add +53.8% | 43,596 | $8.5M |
| PrairieView Partners, LLC | 0.82% | Add +0.4% | 43,439 | $8.5M |
| Alliancebernstein L.P. | 0.00% | Add +5.8% | 43,375 | $8.5M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.63% | Add +11.4% | 43,154 | $8.4M |
| Fifth Third Securities, Inc. | 0.63% | Add +5.0% | 43,103 | $8.4M |
| Shufro Rose & Co. LLC | 0.68% | Reduce -0.5% | 44,932 | $8.4M |
| Cornerstone Wealth Advisors, Inc. | 2.11% | Reduce -5.6% | 41,966 | $8.2M |
| Brown Advisory Inc. | 0.01% | Add +12.3% | 41,777 | $8.1M |
| Silvia McColl Wealth Management, LLC | 5.87% | Reduce -1.4% | 41,435 | $8.1M |
| Black Diamond Financial, LLC | 1.25% | Reduce -21.9% | 41,267 | $8.0M |
| Total Clarity Wealth Management, Inc. | 2.30% | Add +135.7% | 41,251 | $8.0M |
| Mayport, LLC | 1.92% | Add +11.3% | 41,097 | $8.0M |
| Kohmann Bosshard Financial Services, LLC | 0.89% | Add +0.1% | 41,069 | $8.0M |
| AE Wealth Management LLC | 0.06% | Add +6.3% | 40,752 | $7.9M |
| Ifrah Financial Services, Inc. | 2.17% | Reduce -1.4% | 40,735 | $7.9M |
| First American Trust, FSB | 0.63% | Add +0.1% | 40,546 | $7.9M |
| Plum Street Advisors, LLC | 3.46% | Add +1.5% | 40,226 | $7.8M |
| RTD Financial Advisors, Inc. | 0.97% | Add +10.3% | 39,064 | $7.6M |
| Fortis Capital Management LLC | 1.18% | Add +0.2% | 38,886 | $7.6M |
| Farther Finance Advisors, LLC | 0.15% | Reduce -1.4% | 38,814 | $7.6M |
| Bradley Foster & Sargent Inc. | 0.12% | Reduce -7.8% | 38,796 | $7.6M |
| San Luis Wealth Advisors LLC | 1.62% | New | 38,583 | $7.5M |
| Collective Family Office LLC | 1.93% | Add +1.8% | 38,475 | $7.5M |
| Relyea Zuckerberg Hanson LLC | 0.88% | Reduce -2.1% | 38,399 | $7.5M |
| Cornerstone Wealth Management, LLC | 0.45% | Add +1.4% | 38,128 | $7.4M |
| Sterling Wealth Management, Inc. | 2.53% | — | 38,105 | $7.4M |
| Prudential Financial Inc. | 0.01% | No change | 38,003 | $7.4M |
| Courier Capital LLC | 0.45% | Add +1.4% | 37,752 | $7.4M |
| Quent Capital, LLC | 0.71% | Add +0.3% | 37,607 | $7.3M |
| Nicholas Hoffman & Company, LLC. | 0.19% | Reduce -0.2% | 37,417 | $7.3M |
| Koshinski Asset Management, Inc. | 0.55% | Add +1.9% | 37,093 | $7.2M |
| Leeward Financial Partners, LLC | 2.28% | Reduce -0.2% | 36,862 | $7.2M |
| Spinnaker Trust | 0.43% | Reduce -0.9% | 36,793 | $7.2M |
| Noble Family Wealth, LLC | 1.74% | Add +4.2% | 36,495 | $7.1M |
| Whittier Trust Co. | 0.09% | Add +0.7% | 36,404 | $7.1M |
| Old National Bancorp | 0.12% | Reduce -11.8% | 35,967 | $7.0M |
| Towerpoint Wealth, LLC | 3.10% | Add +4.7% | 35,871 | $7.0M |
| Arbor Wealth Advisors LLC | 5.63% | No change | 35,610 | $6.9M |
| Fairway Financial, LLC | 5.83% | Add +5.7% | 35,338 | $6.9M |
| Nabity-Jensen Investment Management Inc | 5.06% | Add +0.1% | 35,175 | $6.9M |
| Granby Capital Management, LLC | 3.81% | No change | 35,000 | $6.8M |
| Aurelius Family Office LLC | 3.22% | Reduce -1.0% | 34,927 | $6.8M |
| Tacita Capital Inc | 4.37% | Add +2.9% | 34,864 | $6.8M |
| GeoWealth Management, LLC | 0.26% | Add +12.5% | 34,793 | $6.8M |
| Atria Wealth Solutions, Inc. | 0.15% | Reduce -15.5% | 34,015 | $6.7M |
| White Lighthouse Investment Management Inc. | 1.09% | Add +0.4% | 34,440 | $6.7M |
| Mosaic Family Wealth Partners, LLC | 0.85% | Add +6.0% | 34,348 | $6.7M |
| Wealthfront Advisers LLC | 0.02% | Add +9.3% | 34,150 | $6.7M |
| Whitegate Investment Counselors, Inc. | 2.24% | Add +0.2% | 33,759 | $6.6M |
| Everhart Financial Group, Inc. | 0.76% | Add +13.6% | 33,721 | $6.6M |
| Cannon Financial Strategists, Inc. | 1.03% | Add +0.0% | 33,503 | $6.5M |
| Chicago Partners Investment Group LLC | 0.18% | Reduce -1.8% | 31,209 | $6.4M |
| Ackerman Capital Advisors, LLC | 1.48% | Add +24.5% | 32,685 | $6.4M |
| American Investment Services, Inc. | 1.62% | Add +2.3% | 32,620 | $6.4M |
| MassMutual Private Wealth & Trust, FSB | 0.17% | Reduce -8.1% | 32,598 | $6.4M |
| Vanguard Group Inc. | 0.00% | Reduce -2.1% | 32,416 | $6.3M |
| Atmos Advisory, LLC | 4.03% | Reduce -0.9% | 32,391 | $6.3M |
| Compass Ion Advisors, LLC | 0.68% | Reduce -19.5% | 32,325 | $6.3M |
| Van Cleef Asset Management,Inc | 0.67% | Reduce -1.4% | 32,075 | $6.3M |
| SOA Wealth Advisors, LLC. | 1.14% | Reduce -7.5% | 354,002 | $6.2M |
| Cornerstone Management, Inc. | 1.07% | Add +0.5% | 31,672 | $6.2M |
| NBT Bank, N.A. | 0.42% | Add +2.3% | 31,529 | $6.1M |
| SkyOak Wealth, LLC | 1.22% | New | 31,166 | $6.1M |
| First Manhattan Co. Llc. | 0.02% | Add +0.5% | 30,635 | $6.0M |
| Arax Advisory Partners | 0.27% | Reduce -9.7% | 23,820 | $5.9M |
| Vise Technologies, Inc. | 0.25% | — | 30,450 | $5.9M |
| Agf Management Ltd. | 0.03% | Reduce -0.6% | 30,385 | $5.9M |
| Quadcap Wealth Management, LLC | 0.74% | Reduce -0.8% | 29,910 | $5.8M |
| Sharper & Granite LLC | 2.22% | Add +1.6% | 29,061 | $5.8M |
| Advisory Alpha, LLC | 0.18% | Add +3.6% | 29,842 | $5.8M |
| Pinnacle Financial Group, LLC / IL | 1.93% | Add +12.4% | 29,508 | $5.8M |
| General Partner, Inc. | 3.35% | Add +317.7% | 29,359 | $5.7M |
| Columbus Macro, LLC | 0.70% | Add +0.7% | 29,173 | $5.7M |
| Tme Financial, Inc. | 4.59% | Add +57.1% | 29,129 | $5.7M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -13.4% | 28,837 | $5.6M |
| Integrity Alliance, Llc. | 0.31% | Add +4.8% | 28,825 | $5.6M |
| Kavar Capital Partners Group, LLC | 0.81% | Reduce -0.1% | 28,774 | $5.6M |
| Monograph Wealth Advisors, LLC | 0.69% | Reduce -2.1% | 28,557 | $5.6M |
| Elgethun Capital Management | 1.12% | Add +14.4% | 28,515 | $5.6M |
| Cornerstone Advisory, LLC | 0.59% | Add +0.9% | 28,339 | $5.5M |
| Creekside Partners | 2.61% | Reduce -0.8% | 28,153 | $5.5M |
| Quattro Financial Advisors LLC | 1.92% | Reduce -6.7% | 27,958 | $5.5M |
| Nwam LLC | 0.32% | Add +9.5% | 27,635 | $5.4M |
| Elite Financial, Inc. | 2.66% | Reduce -2.8% | 27,324 | $5.4M |
| Mainsail Financial Group, LLC | 2.51% | Add +2.8% | 27,286 | $5.4M |
| Mainsail Asset Management, LLC | 3.32% | Add +0.0% | 27,563 | $5.4M |
| TFB Advisors LLC | 1.41% | Reduce -2.3% | 27,505 | $5.4M |
| Ausdal Financial Partners, Inc. | 0.35% | Reduce -4.9% | 27,231 | $5.3M |
| Prime Capital Investment Advisors, LLC | 0.07% | Reduce -24.3% | 27,226 | $5.3M |
| Brandywine Oak Private Wealth LLC | 0.49% | Reduce -11.7% | 26,901 | $5.2M |
| Regions Financial Corp. | 0.04% | Add +32.3% | 26,739 | $5.2M |
| Chemistry Wealth Management LLC | 1.10% | Reduce -0.6% | 26,379 | $5.1M |
| Northern Trust Corp. | 0.00% | Add +5.1% | 26,008 | $5.1M |
| New Age Alpha Advisors, LLC | 0.22% | Add +152.1% | 25,857 | $5.0M |
| Geneos Wealth Management Inc. | 0.12% | Add +18.4% | 25,783 | $5.0M |
| LifePlan Investment Advisors, Inc. | 2.50% | Add +0.2% | 25,782 | $5.0M |
| Avidian Wealth Enterprises, LLC | 0.20% | Reduce -0.6% | 25,605 | $5.0M |
| Midwest Trust Co | 0.07% | — | 25,578 | $5.0M |
| Stone Summit Wealth LLC | 1.54% | Reduce -11.5% | 25,467 | $5.0M |
| Apollon Wealth Management, LLC | 0.10% | Reduce -0.6% | 25,306 | $4.9M |
| Alpha Omega Wealth Management LLC | 0.88% | Add +3.7% | 25,251 | $4.9M |
| Lam Group, Inc. | 3.28% | Reduce -1.1% | 25,195 | $4.9M |
| Thrive Capital Management, LLC | 1.53% | New | 25,094 | $4.9M |
| First Horizon Advisors, Inc. | 0.13% | Add +0.2% | 24,694 | $4.8M |
| Lutz Financial Services LLC | 0.37% | Add +1.8% | 24,673 | $4.8M |
| Barry Investment Advisors, LLC | 1.20% | Add +0.0% | 24,530 | $4.8M |
| BIP Wealth, LLC | 0.29% | Add +6.8% | 24,541 | $4.8M |
| Vickerman Investment Advisors, Inc. | 1.02% | Add +16.2% | 24,434 | $4.8M |
| KPP Advisory Services LLC | 0.78% | Reduce -17.7% | 24,396 | $4.8M |
| Zeit Capital LLC | 3.39% | Add +0.8% | 24,294 | $4.7M |
| Archford Capital Strategies, LLC | 0.60% | Add +10.3% | 24,243 | $4.7M |
| Signature Estate & Investment Advisors LLC | 0.11% | Add +33.5% | 24,228 | $4.7M |
| CGN Advisors LLC | 0.42% | Add +2.5% | 24,184 | $4.7M |
| Glass Jacobson Investment Advisors llc | 1.81% | Add +2.0% | 24,079 | $4.7M |
| Rockbridge Investment Management, LCC | 0.50% | Reduce -0.7% | 24,057 | $4.7M |
| Peak Retirement Planning, Inc. | 1.89% | Add +4.6% | 24,028 | $4.7M |
| Ervin Investment Management, LLC | 2.91% | Reduce -2.2% | 23,822 | $4.6M |
| E&G Advisors, LLC | 1.20% | Add +1.7% | 23,786 | $4.6M |
| Bay Rivers Group | 2.12% | Add +1.4% | 23,756 | $4.6M |
| Valeo Financial Advisors, LLC | 0.11% | Add +8.0% | 30,771 | $4.6M |
| Sigma Planning Corp | 0.14% | Add +2.7% | 23,696 | $4.6M |
| Associated Banc-Corp | 0.13% | Add +18.1% | 23,539 | $4.6M |
| Ieq Capital, LLC | 0.03% | Add +4.1% | 23,430 | $4.6M |
| Employees' Retirement Fund of the City of Fort Worth | 2.08% | New | 23,400 | $4.6M |
| Perigon Wealth Management, LLC | 0.11% | Reduce -2.5% | 23,383 | $4.6M |
| Cary Street Partners Financial LLC | 0.13% | Add +92.9% | 23,277 | $4.5M |
| Bangor Savings Bank | 0.41% | Add +0.1% | 23,247 | $4.5M |
| Stokes Family Office, LLC | 0.48% | Add +11.6% | 23,236 | $4.5M |
| Commerce Bank | 0.03% | Add +0.3% | 23,178 | $4.5M |
| RFG Advisory, LLC | 0.11% | Reduce -1.9% | 22,930 | $4.5M |
| Rf&l Wealth Management, LLC | 2.86% | Add +9.2% | 22,797 | $4.4M |
| Tenret Co LLC | 2.42% | Reduce -12.0% | 22,704 | $4.4M |
| IHT Wealth Management, LLC | 0.12% | Add +0.3% | 22,535 | $4.4M |
| Goepper Burkhardt LLC | 1.61% | Reduce -9.4% | 22,470 | $4.4M |
| Belpointe Asset Management LLC | 0.18% | Add +76.0% | 22,127 | $4.3M |
| Brighton Jones LLC | 0.12% | Reduce -2.8% | 22,001 | $4.3M |
| Tortoise Investment Management, LLC | 0.41% | Reduce -0.6% | 21,830 | $4.3M |
| Brookstone Capital Management | 0.06% | Reduce -11.4% | 21,766 | $4.2M |
| RFG - Bristol Wealth Advisors, LLC | 1.31% | New | 21,731 | $4.2M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -0.5% | 21,614 | $4.2M |
| Cambridge Financial Group, LLC | 1.57% | Reduce -6.5% | 21,453 | $4.2M |
| Truepoint, Inc. | 0.10% | Reduce -12.5% | 21,452 | $4.2M |
| Clayton Financial Group LLC | 4.93% | Reduce -64.4% | 21,261 | $4.1M |
| Prospera Financial Services Inc | 0.08% | Add +55.1% | 21,193 | $4.1M |
| Seek First Inc. | 3.34% | Add +3.9% | 21,146 | $4.1M |
| Alhambra Investment Management LLC | 2.03% | Reduce -57.2% | 21,000 | $4.1M |
| Bluespring Wealth Management, LLC | 0.39% | Reduce -0.7% | 20,845 | $4.1M |
| Obsido Oy | 3.10% | Add +5.5% | 20,939 | $4.1M |
| Roof Eidam Maycock Peralta, LLC | 1.01% | Add +12.0% | 20,921 | $4.1M |
| Valpey Financial Services, LLC | 2.82% | — | 20,914 | $4.1M |
| Culbertson A N & Co. Inc. | 0.62% | Add +5.3% | 20,869 | $4.1M |
| Beaumont Asset Management, L.L.C. | 2.16% | Add +0.1% | 20,647 | $4.0M |
| Coldstream Capital Management Inc. | 0.07% | Reduce -1.9% | 20,579 | $4.0M |
| Falcon Wealth Planning | 0.41% | Reduce -16.9% | 20,573 | $4.0M |
| CSM Advisors, LLC | 0.12% | Reduce -2.0% | 20,419 | $4.0M |
| Cahill Financial Advisors Inc. | 0.49% | Add +5.1% | 20,166 | $3.9M |
| Clearstead Advisors, LLC | 0.05% | Add +4.5% | 19,948 | $3.9M |
| Choate Investment Advisors | 0.08% | Reduce -27.9% | 19,847 | $3.9M |
| Summit Wealth & Retirement Planning, Inc. | 1.04% | Add +0.8% | 19,844 | $3.9M |
| Citigroup Inc. | 0.00% | Reduce -6.4% | 19,731 | $3.8M |
| Martel Wealth Advisors LLC | 0.71% | Add +0.8% | 19,531 | $3.8M |
| Trust Point Inc. | 0.36% | Reduce -34.3% | 19,442 | $3.8M |
| Wealthcare Advisory Partners LLC | 0.09% | Reduce -35.0% | 19,438 | $3.8M |
| Cathy Pareto & Associates, Inc. | 3.13% | Reduce -7.3% | 19,416 | $3.8M |
| Diversified Portfolios, Inc. | 0.36% | Add +41.9% | 19,354 | $3.8M |
| Councilor Wealth, LLC | 1.75% | Add +0.9% | 19,172 | $3.7M |
| James Investment Research, Inc. | 0.44% | Reduce -15.2% | 19,146 | $3.7M |
| Atlas Capital Advisors Inc. | 0.46% | Reduce -51.5% | 19,098 | $3.7M |
| BlueSky Wealth Advisors, LLC | 0.54% | Add +26.6% | 19,017 | $3.7M |
| Institute for Wealth Management, LLC. | 0.41% | Add +211.1% | 18,970 | $3.7M |
| CreativeOne Wealth, LLC | 0.10% | Reduce -4.2% | 18,900 | $3.7M |
| Scotia Capital Inc. | 0.02% | Reduce -1.7% | 18,859 | $3.7M |
| LOM Asset Management Ltd | 1.24% | — | 18,840 | $3.7M |
| Wedmont Private Capital | 0.16% | Reduce -0.6% | 18,168 | $3.7M |
| TriaGen Wealth Management LLC | 1.10% | Reduce -1.0% | 18,706 | $3.6M |
| Rialto Wealth Management, LLC | 1.01% | Reduce -3.4% | 18,617 | $3.6M |
| Ascent Group, LLC | 0.14% | Reduce -0.8% | 18,434 | $3.6M |
| Arkadios Wealth Advisors | 0.11% | Add +5.8% | 18,212 | $3.6M |
| Pittenger & Anderson Inc. | 0.13% | No change | 18,055 | $3.5M |
| Cranbrook Wealth Management, LLC | 0.75% | Add +0.8% | 18,048 | $3.5M |
| Tocqueville Asset Management L.P. | 0.05% | Add +4.6% | 18,008 | $3.5M |
| Hilltop National Bank | 0.91% | — | 17,947 | $3.5M |
| Regal Investment Advisors LLC | 0.26% | Add +8.8% | 17,940 | $3.5M |
| Avantax Planning Partners, Inc. | 0.11% | Reduce -0.6% | 17,859 | $3.5M |
| CWA Asset Management Group, LLC | 0.15% | Reduce -0.0% | 17,805 | $3.5M |
| CWC Advisors, LLC. | 1.79% | Add +1.6% | 17,755 | $3.5M |
| Mission Creek Capital Partners, Inc. | 0.77% | Reduce -9.1% | 17,683 | $3.4M |
| Kathleen S. Wright Associates Inc. | 1.34% | Reduce -17.9% | 17,661 | $3.4M |
| Northeast Financial Consultants Inc | 0.14% | Reduce -6.9% | 17,637 | $3.4M |
| FDx Advisors, Inc. | 1.05% | Reduce -2.7% | 17,599 | $3.4M |
| Integrity Wealth Solutions LLC | 1.67% | Reduce -9.7% | 17,538 | $3.4M |
| Index Fund Advisors, Inc. | 0.19% | Reduce -4.0% | 17,441 | $3.4M |
| Marble Harbor Investment Counsel, LLC | 0.37% | Reduce -1.1% | 17,391 | $3.4M |
| UMB Bank, n.a. | 0.05% | Reduce -2.1% | 17,303 | $3.4M |
| Evergreen Private Wealth LLC | 1.41% | Add +6.3% | 17,281 | $3.4M |
| FAS Wealth Partners, Inc. | 0.25% | Reduce -1.1% | 17,173 | $3.3M |
| Fiduciary Family Office, LLC | 1.10% | No change | 17,160 | $3.3M |
| Fiduciary Financial Group, LLC | 0.59% | Add +3.8% | 16,548 | $3.3M |
| Diversify Wealth Management, LLC | 0.20% | Reduce -0.9% | 16,132 | $3.3M |
| Aspen Wealth Strategies, LLC | 1.96% | New | 16,693 | $3.3M |
| Towne Trust Company, N.A | 1.13% | Add +14.1% | 16,652 | $3.2M |
| Stevens Capital Partners | 1.16% | Add +25.1% | 16,356 | $3.2M |
| Echo45 Advisors LLC | 2.04% | Add +2.4% | 16,606 | $3.2M |
| JFS Wealth Advisors, LLC | 0.21% | No change | 16,602 | $3.2M |
| Essex Financial Services, Inc. | 0.21% | Reduce -4.3% | 16,581 | $3.2M |
| WealthShield Partners, LLC | 0.39% | Add +0.2% | 16,566 | $3.2M |
| 3Chopt Investment Partners, LLC | 0.78% | Reduce -0.9% | 16,460 | $3.2M |
| NewEdge Wealth, LLC | 0.05% | Add +69.2% | 16,255 | $3.2M |
| Warner Financial, Inc. | 1.32% | Reduce -7.6% | 16,456 | $3.2M |
| Wolff Financial Management LLC | 0.83% | No change | 16,453 | $3.2M |
| Theory Financial LLC | 1.22% | Reduce -8.6% | 16,172 | $3.2M |
| Flow Traders U.S. LLC | 0.12% | New | 16,379 | $3.2M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +44.5% | 16,348 | $3.2M |
| rebel Financial LLC | 1.45% | — | 16,240 | $3.2M |
| Ally Invest Advisors Inc. | 0.25% | Add +4.1% | 16,279 | $3.2M |
| Greenhouse Wealth Management, LLC | 2.03% | Reduce -8.7% | 16,160 | $3.2M |
| Tower Research Capital LLC (TRC) | 0.08% | New | 16,150 | $3.1M |
| Greenup Street Wealth Management LLC | 0.55% | Add +5.7% | 16,142 | $3.1M |
| Lido Advisors, LLC | 0.02% | Add +157.5% | 15,991 | $3.1M |
| Future You Wealth LLC | 1.70% | Reduce -5.9% | 16,063 | $3.1M |
| Baldwin Wealth Partners LLC | 0.21% | Add +1.0% | 16,036 | $3.1M |
| Forza Wealth Management, LLC | 1.27% | No change | 15,924 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -71.0% | 15,836 | $3.1M |
| Financial Advisors Network, Inc. | 0.47% | Add +7.5% | 15,818 | $3.1M |
| Midwestern Financial, LLC | 2.89% | — | 15,812 | $3.1M |
| Creative Financial Designs Inc. | 0.22% | Add +15.8% | 15,801 | $3.1M |
| Werba Rubin Papier Wealth Management | 0.58% | Reduce -1.7% | 15,798 | $3.1M |
| Independent Financial Group, LLC | 0.08% | Add +14.1% | 15,766 | $3.1M |
| Envision Financial LLC | 2.05% | Reduce -0.7% | 15,762 | $3.1M |
| Foster & Motley Inc. | 0.17% | Reduce -5.8% | 15,478 | $3.0M |
| Northwest Wealth Management, LLC | 0.54% | Add +0.3% | 15,372 | $3.0M |
| Evanson Asset Management, LLC | 0.19% | Add +15.3% | 15,372 | $3.0M |
| Signet Financial Management, LLC | 0.37% | Reduce -6.5% | 15,285 | $3.0M |
| OLIO Financial Planning | 0.94% | Add +1.5% | 15,284 | $3.0M |
| Ameritas Advisory Services, LLC | 0.15% | Reduce -15.7% | 15,175 | $3.0M |
| Pathway Financial Advisors LLC | 0.43% | No change | 15,133 | $3.0M |
| Heartwood Wealth Advisors LLC | 0.31% | Add +0.1% | 15,038 | $2.9M |
| American Financial & Tax Strategies Inc. | 1.51% | Reduce -0.9% | 15,020 | $2.9M |
| Access Investment Management LLC | 0.83% | — | 15,000 | $2.9M |
| Wells Trecaso Financial Group, LLC | 0.90% | Reduce -0.2% | 14,874 | $2.9M |
| McKinley Carter Wealth Services, Inc. | 0.16% | Reduce -2.6% | 14,850 | $2.9M |
| CENTRAL TRUST Co | 0.07% | Reduce -0.4% | 14,731 | $2.9M |
| Composition Wealth, LLC | 0.05% | Add +23.7% | 14,699 | $2.9M |
| AdvisorNet Financial, Inc | 0.18% | Reduce -3.9% | 14,499 | $2.8M |
| Mission Wealth Management, LP | 0.06% | Add +215.1% | 14,449 | $2.8M |
| Earned Wealth Advisors, LLC | 0.55% | Add +0.2% | 14,442 | $2.8M |
| Linscomb Wealth, Inc. | 0.13% | Add +0.9% | 14,421 | $2.8M |
| Nikulski Financial, Inc. | 0.76% | Add +1.6% | 14,303 | $2.8M |
| MSH Capital Advisors LLC | 0.80% | Reduce -0.7% | 14,287 | $2.8M |
| LS Investment Advisors, LLC | 0.40% | Reduce -1.3% | 14,202 | $2.8M |
| Eclectic Associates Inc. | 0.60% | Reduce -0.6% | 14,182 | $2.8M |
| Verity Asset Management, Inc. | 1.32% | Reduce -51.6% | 14,145 | $2.8M |
| EverSource Wealth Advisors, LLC | 0.12% | Add +4.2% | 14,063 | $2.7M |
| Sageworth Trust Co | 0.15% | No change | 14,057 | $2.7M |
| Spire Wealth Management | 0.10% | Reduce -8.4% | 13,986 | $2.7M |
| Center For Asset Management LLC | 1.68% | Add +27.1% | 13,784 | $2.7M |
| Trust Co of the South | 0.48% | Add +57.6% | 13,928 | $2.7M |
| Financial Freedom, LLC | 1.45% | Add +0.6% | 13,819 | $2.7M |
| NorthLanding Financial Partners, LLC | 2.36% | Add +11.4% | 13,661 | $2.7M |
| Arista Wealth Management, LLC | 0.37% | Reduce -0.1% | 13,613 | $2.7M |
| Pillar Financial Advisors, LLC | 1.82% | Reduce -0.7% | 13,550 | $2.6M |
| Silver Oak Securities, Incorporated | 0.22% | Reduce -5.1% | 13,532 | $2.6M |
| Sonata Capital Group Inc. | 1.05% | Reduce -1.4% | 13,447 | $2.6M |
| Cullen/Frost Bankers, Inc. | 0.03% | Add +43.6% | 13,412 | $2.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -50.3% | 13,402 | $2.6M |
| Maryland Capital Advisors Inc. | 1.02% | Add +3.9% | 13,388 | $2.6M |
| Opulen Financial Group LLC | 2.14% | Add +1.4% | 13,360 | $2.6M |
| Capital Advisors Wealth Management, LLC | 0.41% | Reduce -73.3% | 13,355 | $2.6M |
| Waverly Advisors, LLC | 0.03% | Reduce -3.6% | 13,340 | $2.6M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -2.8% | 13,231 | $2.6M |
| O'ROURKE & COMPANY, Inc | 1.20% | Reduce -8.1% | 13,230 | $2.6M |
| Financial Counselors Inc. | 3.63% | Reduce -66.6% | 13,148 | $2.6M |
| Discipline Wealth Solutions, LLC | 0.98% | Add +157.6% | 13,118 | $2.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -1.3% | 13,059 | $2.5M |
| Bridge Generations Wealth Management LLC | 1.54% | No change | 13,040 | $2.5M |
| Brown Wealth Management, LLC | 0.78% | Reduce -34.8% | 12,861 | $2.5M |
| WP Advisors, LLC | 0.68% | Reduce -0.8% | 12,771 | $2.5M |
| Stratos Wealth Advisors, LLC | 0.13% | Add +13.7% | 12,746 | $2.5M |
| Beaird Harris Wealth Management, LLC | 0.19% | Add +26.2% | 12,732 | $2.5M |
| Gibraltar Capital Management, Inc. | 0.48% | Add +6.1% | 12,726 | $2.5M |
| Alpine Bank Wealth Management | 0.37% | Reduce -61.3% | 12,685 | $2.5M |
| Plancorp, LLC | 0.09% | Reduce -0.9% | 12,605 | $2.5M |
| Acropolis Investment Management, LLC | 0.14% | Add +1.3% | 12,603 | $2.5M |
| Leavell Investment Management, Inc. | 0.11% | Reduce -2.5% | 12,436 | $2.4M |
| North Star Investment Management Corp. | 0.17% | No change | 12,386 | $2.4M |
| Schneider Downs Wealth Management Advisors, LP | 0.36% | Add +995.8% | 12,350 | $2.4M |
| Roberts Glore & Co. Inc. | 0.70% | Add +0.1% | 12,311 | $2.4M |
| SouthState Bank Corp | 0.10% | Reduce -2.4% | 12,295 | $2.4M |
| Rebalance, LLC | 0.16% | Reduce -0.1% | 12,273 | $2.4M |
| AMG National Trust Bank | 0.06% | Add +1.3% | 12,180 | $2.4M |
| Patriot Investment Management Group, Inc. | 0.16% | Add +1.9% | 12,162 | $2.4M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -13.1% | 12,156 | $2.4M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Reduce -45.8% | 11,938 | $2.3M |
| Simmons Bank | 0.17% | Reduce -8.7% | 11,935 | $2.3M |
| Principia Wealth Advisory, LLC | 1.98% | Reduce -9.0% | 11,926 | $2.3M |
| Telos Capital Management, Inc. | 0.23% | Add +9.0% | 11,831 | $2.3M |
| Sterling Financial Planning, Inc. | 0.77% | Add +0.2% | 11,753 | $2.3M |
| Gradient Capital Advisors, LLC | 0.68% | Reduce -3.6% | 11,723 | $2.3M |
| Blue Barn Wealth, LLC | 1.08% | Add +0.2% | 11,710 | $2.3M |
| AQR Capital Management | 0.00% | Reduce -25.0% | 11,551 | $2.3M |
| Tudor Investment Corporation | 0.02% | New | 11,523 | $2.2M |
| Mgo One Seven LLC | 0.07% | Add +17.3% | 11,521 | $2.2M |
| Principal Securities, Inc. | 0.04% | Reduce -7.8% | 11,440 | $2.2M |
| Optima Capital LLC | 1.20% | Reduce -4.8% | 11,373 | $2.2M |
| CJM Wealth Advisers, Ltd. | 0.73% | Reduce -3.7% | 11,238 | $2.2M |
| Global Retirement Partners, LLC | 0.05% | — | 11,149 | $2.2M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Reduce -70.5% | 11,063 | $2.2M |
| IVC Wealth Advisors LLC | 1.06% | Add +14.5% | 11,108 | $2.2M |
| Quantinno Capital Management LP | 0.01% | Reduce -19.2% | 11,060 | $2.2M |
| Sage Mountain Advisors LLC | 0.14% | No change | 11,020 | $2.1M |
| Mustard Seed Financial, LLC | 1.54% | Add +1.2% | 10,956 | $2.1M |
| Fiduciary Advisors, Inc. | 1.88% | Add +7.0% | 10,933 | $2.1M |
| Shayne & Jacobs, LLC | 0.70% | No change | 10,867 | $2.1M |
| Quotient Wealth Partners, LLC | 0.06% | Reduce -5.0% | 10,862 | $2.1M |
| Synovus Financial Corp. | 0.03% | Add +0.1% | 10,681 | $2.1M |
| Seeds Investor LLC | 0.49% | Reduce -10.4% | 10,675 | $2.1M |
| Matisse Capital | 0.98% | No change | 10,652 | $2.1M |
| Aegis Wealth Management LLC | 1.24% | No change | 11,137 | $2.1M |
| Roundview Capital LLC | 0.14% | Reduce -6.1% | 10,635 | $2.1M |
| Wealthspire Retirement, LLC | 0.14% | Reduce -0.1% | 10,632 | $2.1M |
| Tritonpoint Wealth, LLC | 0.19% | Reduce -0.1% | 10,560 | $2.1M |
| Midwest Financial Group LLC | 1.09% | Add +0.1% | 10,604 | $2.1M |
| Bessemer Group Inc. | 0.00% | Reduce -14.8% | 10,595 | $2.1M |
| Keybank National Association | 0.01% | Reduce -0.1% | 10,573 | $2.1M |
| Probity Advisors, Inc. | 0.36% | Add +25.7% | 10,548 | $2.1M |
| Inlight Wealth Management, LLC | 1.06% | Add +129.6% | 10,544 | $2.1M |
| Talon Private Wealth, LLC | 0.28% | Reduce -23.9% | 10,467 | $2.0M |
| SlateStone Wealth, LLC | 0.19% | Reduce -2.5% | 10,342 | $2.0M |
| Pioneer Wealth Management Group | 0.75% | Add +64.0% | 10,325 | $2.0M |
| EWG Elevate Inc. | 0.62% | Add +26.0% | 10,323 | $2.0M |
| RoundAngle Advisors LLC | 1.68% | Reduce -1.2% | 10,291 | $2.0M |
| Mutual Advisors, LLC | 0.05% | Add +4.5% | 9,837 | $2.0M |
| RMR Capital Management, LLC | 1.43% | Reduce -27.2% | 10,240 | $2.0M |
| Newton One Investments LLC | 0.63% | Reduce -1.6% | 10,204 | $2.0M |
| Riversedge Advisors, LLC | 0.39% | Reduce -19.7% | 10,196 | $2.0M |
| Gotham Asset Management | 0.01% | No change | 10,175 | $2.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Reduce -0.3% | 10,172 | $2.0M |
| Family Legacy, Inc. | 0.64% | Add +2.0% | 10,165 | $2.0M |
| Tobias Financial Advisors, Inc. | 0.34% | Reduce -10.5% | 10,159 | $2.0M |
| Sowell Financial Services LLC | 0.08% | Add +2.0% | 10,155 | $2.0M |
| One Charles Private Wealth Services, LLC | 0.56% | Reduce -0.4% | 10,138 | $2.0M |
| Tranquility Partners, LLC | 0.70% | Add +0.5% | 10,034 | $2.0M |
| TD Private Client Wealth LLC | 0.05% | Reduce -4.3% | 9,991 | $1.9M |
| Moneco Advisors, LLC | 0.18% | Reduce -4.6% | 9,990 | $1.9M |
| GTS Securities LLC | 0.09% | Add +387.4% | 9,918 | $1.9M |
| Factor Wealth Management LTD | 0.53% | Add +4.1% | 9,865 | $1.9M |
| BTC Capital Management, Inc. | 0.16% | Reduce -1.1% | 9,821 | $1.9M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -13.0% | 9,804 | $1.9M |
| 180 Wealth Advisors, LLC | 0.27% | Reduce -0.3% | 9,788 | $1.9M |
| Iron Horse Wealth Management, LLC | 0.56% | Reduce -0.6% | 9,784 | $1.9M |
| AlphaCore Capital LLC | 0.07% | Add +168.1% | 9,728 | $1.9M |
| Harbour Investments, Inc. | 0.05% | Reduce -8.6% | 9,738 | $1.9M |
| Magnus Financial Group LLC | 0.17% | Reduce -24.8% | 9,723 | $1.9M |
| Wesbanco Bank Inc. | 0.06% | Add +2.0% | 9,607 | $1.9M |
| Walkner Condon Financial Advisors LLC | 0.34% | Reduce -22.0% | 9,553 | $1.9M |
| Kraft Asset Management, LLC | 1.73% | No change | 9,541 | $1.9M |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.0% | 9,516 | $1.9M |
| Farmers & Merchants Investments Inc. | 0.05% | Reduce -0.5% | 9,453 | $1.8M |
| Argent Trust Co | 0.07% | Reduce -6.5% | 9,372 | $1.8M |
| Curtis Advisory Group, LLC | 0.46% | Reduce -1.1% | 9,299 | $1.8M |
| Ofc Financial Planning, LLC | 1.92% | Reduce -0.4% | 9,269 | $1.8M |
| Liberty Wealth Management LLC | 0.28% | Add +19.9% | 9,260 | $1.8M |
| Pine Valley Investments Ltd Liability Co | 0.11% | Add +1.1% | 9,220 | $1.8M |
| Wealthspan Partners, LLC | 0.75% | Reduce -2.1% | 9,212 | $1.8M |
| Thoroughbred Financial Services, LLC | 0.12% | Reduce -6.0% | 9,118 | $1.8M |
| Topsail Wealth Management, LLC | 0.32% | No change | 9,071 | $1.8M |
| Triune Financial Partners, LLC | 0.49% | Reduce -1.2% | 9,103 | $1.8M |
| Manchester Capital Management LLC | 0.23% | Reduce -65.6% | 9,101 | $1.8M |
| USAdvisors Wealth Management, LLC | 0.65% | Reduce -4.3% | 9,034 | $1.8M |
| Bokf, NA | 0.03% | Reduce -0.1% | 8,994 | $1.8M |
| First United Bank & Trust | 0.61% | Reduce -21.9% | 8,993 | $1.8M |
| Windward Private Wealth Management Inc. | 0.63% | Reduce -0.0% | 8,947 | $1.7M |
| Brandes Investment Partners, LP | 0.02% | Reduce -69.2% | 8,932 | $1.7M |
| Guidance Point Advisors, LLC | 0.46% | No change | 8,907 | $1.7M |
| Vance Wealth, LLC | 0.59% | Reduce -9.3% | 8,896 | $1.7M |
| American National Bank & Trust | 0.18% | Add +63.9% | 8,888 | $1.7M |
| Advyzon Investment Management, LLC | 0.38% | Add +3.4% | 8,877 | $1.7M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Reduce -0.2% | 8,861 | $1.7M |
| O'Connor Financial Group LLC | 0.75% | Reduce -37.0% | 8,463 | $1.7M |
| Grove Bank & Trust | 0.21% | Reduce -24.7% | 8,707 | $1.7M |
| Duncker Streett & Co. Inc. | 0.31% | Reduce -3.8% | 8,703 | $1.7M |
| Northwest Capital Management Inc | 0.92% | Reduce -27.5% | 8,679 | $1.7M |
| Investor's Fiduciary Advisor Network, LLC | 0.63% | Reduce -7.1% | 8,670 | $1.7M |
| Breakwater Capital Group | 0.27% | Add +5.1% | 8,555 | $1.7M |
| Compton Wealth Advisory Group, LLC | 0.42% | Add +1.4% | 8,547 | $1.7M |
| PBMares Wealth Management LLC | 0.30% | Reduce -0.1% | 8,485 | $1.7M |
| Community Financial Services Group, LLC | 0.33% | Reduce -14.8% | 8,477 | $1.7M |
| CVA Family Office, LLC | 0.23% | Reduce -5.5% | 8,447 | $1.6M |
| Precision Wealth Strategies, LLC | 0.53% | New | 8,421 | $1.6M |
| Victory Capital Management Inc. | 0.00% | No change | 8,408 | $1.6M |
| Chapin Davis, Inc. | 0.45% | Add +0.5% | 8,395 | $1.6M |
| NorthRock Partners, LLC | 0.04% | Add +37.5% | 8,312 | $1.6M |
| Parsons Capital Management Inc. | 0.10% | Add +2.5% | 8,335 | $1.6M |
| InvesTrust | 0.63% | Reduce -0.2% | 8,314 | $1.6M |
| City State Bank | 0.51% | Reduce -2.1% | 8,268 | $1.6M |
| Paragon Capital Management Ltd | 0.29% | Reduce -5.5% | 8,201 | $1.6M |
| Insigneo Advisory Services, LLC | 0.14% | Reduce -1.8% | 8,131 | $1.6M |
| HRT Financial LP | 0.01% | New | 8,042 | $1.6M |
| IFP Advisors, Inc | 0.04% | Reduce -56.9% | 7,986 | $1.6M |
| Trust Co. of Vermont | 0.07% | Reduce -8.8% | 7,980 | $1.6M |
| Market Street Wealth Management Advisors LLC | 0.25% | Reduce -1.7% | 7,965 | $1.6M |
| Marino, Stram & Associates LLC | 0.31% | New | 7,932 | $1.5M |
| McGlone Suttner Wealth Management, Inc. | 0.23% | Reduce -5.9% | 7,932 | $1.5M |
| VestGen Advisors, LLC | 0.06% | Reduce -29.9% | 7,871 | $1.5M |
| Focus Financial Network, Inc. | 0.06% | Reduce -6.1% | 7,820 | $1.5M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -3.1% | 7,811 | $1.5M |
| SC&H Financial Advisors, Inc. | 0.26% | Reduce -4.3% | 7,797 | $1.5M |
| WealthCare Investment Partners, LLC | 0.54% | Add +0.1% | 7,507 | $1.5M |
| BSW Wealth Partners | 0.21% | Add +30.3% | 7,748 | $1.5M |
| Clarity Capital Advisors, LLC | 0.87% | Add +29.2% | 7,664 | $1.5M |
| Richardson Financial Services Inc. | 1.00% | Add +9.1% | 7,510 | $1.5M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Reduce -1.7% | 7,548 | $1.5M |
| World Investment Advisors | 0.03% | Reduce -90.8% | 7,526 | $1.5M |
| Csenge Advisory Group | 0.08% | Reduce -4.0% | 7,776 | $1.5M |
| BigSur Wealth Management LLC | 0.37% | No change | 7,466 | $1.5M |
| Bank of Hawaii | 0.08% | Add +8.7% | 7,497 | $1.5M |
| Hardy Reed LLC | 0.12% | No change | 7,436 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +26.8% | 7,431 | $1.4M |
| Cooksen Wealth, LLC | 1.16% | Reduce -22.9% | 7,430 | $1.4M |
| Trustmark Bank Trust Department | 0.10% | Reduce -20.5% | 7,383 | $1.4M |
| Infinity Wealth Counsel, LLC | 1.45% | Add +2.1% | 7,372 | $1.4M |
| Intellectus Partners, LLC | 0.31% | Reduce -8.4% | 7,290 | $1.4M |
| Simon Quick Advisors, LLC | 0.07% | Reduce -0.1% | 7,308 | $1.4M |
| SKY-Mountain Capital Management, Inc. | 0.95% | Reduce -31.8% | 7,193 | $1.4M |
| Asset Dedication, LLC | 0.10% | Reduce -0.5% | 7,284 | $1.4M |
| ProVise Management Group, LLC | 0.11% | Reduce -1.0% | 7,239 | $1.4M |
| Ballentine Partners, LLC | 0.02% | Reduce -1.4% | 7,206 | $1.4M |
| One Day In July LLC | 0.13% | Add +54.5% | 7,184 | $1.4M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.18% | Add +2.0% | 7,171 | $1.4M |
| Baker Ellis Asset Management LLC | 0.19% | No change | 7,171 | $1.4M |
| Texas Bank & Trust Co | 0.56% | Reduce -4.5% | 7,165 | $1.4M |
| Evergreen Wealth Management, LLC | 0.78% | Reduce -2.2% | 7,133 | $1.4M |
| OneAscent Financial Services LLC | 0.10% | Reduce -26.8% | 7,107 | $1.4M |
| Planning Directions Inc. | 0.78% | Reduce -29.6% | 7,100 | $1.4M |
| 1834 Investment Advisors Co. | 0.17% | Reduce -2.7% | 7,038 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -14.2% | 6,988 | $1.4M |
| McNamara Financial Services, Inc. | 0.27% | Reduce -1.8% | 6,989 | $1.4M |
| Dravo Bay LLC | 0.66% | Reduce -3.6% | 7,184 | $1.4M |
| Diversified Enterprises, LLC | 0.10% | Reduce -8.1% | 6,977 | $1.4M |
| Michels Family Financial, LLC | 1.16% | Add +1.8% | 6,966 | $1.4M |
| Red Tortoise LLC | 0.66% | Reduce -3.7% | 6,952 | $1.4M |
| Empower Advisory Group, LLC | 0.00% | Reduce -10.2% | 6,935 | $1.4M |
| Blue Trust, Inc. | 0.02% | Add +12.2% | 6,912 | $1.3M |
| Forest Hill Capital, LLC | 0.95% | No change | 6,900 | $1.3M |
| Fulton Bank, N.A. | 0.05% | Add +1.8% | 6,895 | $1.3M |
| Monument Group Wealth Advisors, LLC | 0.84% | Add +17.6% | 6,854 | $1.3M |
| C M Bidwell & Associates Ltd. | 0.69% | Reduce -5.4% | 6,831 | $1.3M |
| GFS Advisors, LLC | 0.18% | Reduce -6.9% | 6,829 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +3.2% | 6,804 | $1.3M |
| Wealth Alliance, LLC | 0.15% | Add +10.5% | 6,745 | $1.3M |
| Newman Dignan & Sheerar, Inc. | 0.30% | Reduce -4.0% | 6,719 | $1.3M |
| Petix & Botte Co | 0.32% | No change | 6,668 | $1.3M |
| 3EDGE Asset Management, LP | 0.08% | New | 6,665 | $1.3M |
| Mascagni Wealth Management, Inc. | 1.11% | Reduce -26.6% | 6,664 | $1.3M |
| Eagle Harbor Asset Management Inc. | 1.25% | Reduce -0.3% | 6,646 | $1.3M |
| Wilmington Savings Fund Society, FSB | 0.02% | Reduce -2.2% | 6,604 | $1.3M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -2.5% | 6,533 | $1.3M |
| Flputnam Investment Management Co. | 0.02% | Reduce -14.9% | 6,550 | $1.3M |
| TRUE Private Wealth Advisors | 0.14% | Add +0.2% | 6,533 | $1.3M |
| Founders Grove Wealth Partners, LLC | 0.32% | Add +11.6% | 6,466 | $1.3M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | No change | 6,465 | $1.3M |
| Parkside Financial Bank & Trust | 0.14% | Add +25.0% | 6,461 | $1.3M |
| Summit Wealth Group LLC / Co. | 0.31% | — | 6,367 | $1.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | Add +5.5% | 6,394 | $1.2M |
| Arbor Investment Advisors, LLC | 0.16% | Add +5.3% | 6,394 | $1.2M |
| Revisor Wealth Management LLC | 0.45% | Add +1.7% | 6,088 | $1.2M |
| Alteri Wealth LLC | 0.48% | Add +0.2% | 6,312 | $1.2M |
| Fortis Capital Advisors, LLC | 0.22% | Reduce -9.3% | 6,310 | $1.2M |
| Condor Capital Management | 0.11% | Add +1.0% | 6,265 | $1.2M |
| Meridian Financial Advisors, LLC | 0.78% | Add +5.4% | 6,213 | $1.2M |
| Wellington Management Group LLP | 0.00% | No change | 6,197 | $1.2M |
| Cove Private Wealth, LLC | 0.43% | Add +84.6% | 6,165 | $1.2M |
| Invst, LLC | 0.15% | Reduce -0.9% | 6,162 | $1.2M |
| Jentner Corp | 0.32% | Add +0.4% | 6,162 | $1.2M |
| Pacific Sun Financial Corp | 0.63% | Reduce -0.7% | 6,156 | $1.2M |
| Coordinated Financial Services, Inc. | 0.84% | — | 6,154 | $1.2M |
| Weitzel Financial Services, Inc. | 0.51% | Add +6.7% | 6,059 | $1.2M |
| Legacy Edge Advisors, LLC | 0.16% | Add +44.7% | 6,103 | $1.2M |
| FSA Investment Group, LLC | 0.88% | Add +0.1% | 6,089 | $1.2M |
| Dynamic Financial Group | 1.14% | Add +3.2% | 6,079 | $1.2M |
| ARK & TLK Investments, LLC | 0.38% | Reduce -9.7% | 6,067 | $1.2M |
| Hall Capital Management Co. Inc. | 0.49% | Reduce -1.3% | 5,989 | $1.2M |
| Arbor Trust Wealth Advisors, LLC | 0.56% | Reduce -0.0% | 5,845 | $1.1M |
| Strategic Financial Partners, Ltd. | 0.53% | Reduce -0.1% | 5,857 | $1.1M |
| Cibc World Market Inc. | 0.00% | Add +16.4% | 5,850 | $1.1M |
| Insight Advisors, LLC/ PA | 0.18% | No change | 5,841 | $1.1M |
| Integrity Financial Corp | 0.58% | Add +7.8% | 5,803 | $1.1M |
| West Branch Capital LLC | 0.34% | Reduce -27.6% | 5,821 | $1.1M |
| Level Financial Advisors | 0.35% | Reduce -3.6% | 5,798 | $1.1M |
| Flagstar Securities, Inc. | 0.31% | Reduce -4.5% | 5,759 | $1.1M |
| New Covenant Trust Company, N.A. | 1.00% | Reduce -6.4% | 5,743 | $1.1M |
| United Advisor Group, LLC | 0.19% | Add +18.1% | 5,752 | $1.1M |
| Schwallier Wealth Management LLC | 0.68% | Add +9.2% | 5,719 | $1.1M |
| Kathmere Capital Management, LLC | 0.09% | Add +0.2% | 5,708 | $1.1M |
| Strategic Blueprint, LLC | 0.05% | Reduce -1.1% | 5,695 | $1.1M |
| Martin Worley Group | 0.54% | Reduce -1.4% | 5,671 | $1.1M |
| Level Four Advisory Services, LLC | 0.04% | Reduce -4.4% | 5,667 | $1.1M |
| Clear Point Advisors Inc. | 0.93% | Reduce -0.9% | 5,648 | $1.1M |
| Chatham Capital Group, Inc. | 0.17% | No change | 5,629 | $1.1M |
| Compass Financial Group, INC | 0.18% | Add +3.1% | 5,615 | $1.1M |
| Trust Co. of Toledo NA | 0.12% | New | 5,593 | $1.1M |
| St. Louis Trust Co | 0.14% | Add +17.7% | 5,564 | $1.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.15% | Reduce -11.6% | 5,564 | $1.1M |
| MJT & Associates Financial Advisory Group, Inc. | 1.34% | Reduce -1.0% | 5,552 | $1.1M |
| Wedbush Securities Inc. | 0.04% | Add +2.2% | 5,524 | $1.1M |
| Topel & Distasi Wealth Management, LLC | 0.56% | No change | 5,505 | $1.1M |
| MidAtlantic Capital Management, Inc. | 0.76% | No change | 5,474 | $1.1M |
| GHP Investment Advisors, Inc. | 0.05% | Reduce -0.1% | 5,469 | $1.1M |
| Silverlake Wealth Management LLC | 0.31% | Add +4.7% | 5,442 | $1.1M |
| Consolidated Portfolio Review Corp | 0.15% | Reduce -3.5% | 5,433 | $1.1M |
| Strategic Financial Concepts, LLC | 0.15% | Reduce -0.3% | 5,419 | $1.1M |
| TruNorth Capital Management, LLC | 0.23% | No change | 5,382 | $1.0M |
| Grange Capital, LLC | 1.09% | Reduce -30.5% | 5,361 | $1.0M |
| Cambridge Capital Management, LLC | 0.56% | Add +22.7% | 5,350 | $1.0M |
| Resurgent Financial Advisors LLC | 0.57% | Reduce -1.0% | 5,346 | $1.0M |
| Transcend Capital Advisors, LLC | 0.08% | Add +0.0% | 5,327 | $1.0M |
| SageView Advisory Group, LLC | 0.04% | Reduce -15.2% | 5,096 | $1.0M |
| Bruce G. Allen Investments, LLC | 0.78% | Reduce -3.8% | 5,279 | $1.0M |
| Acorn Financial Advisory Services Inc. | 0.17% | Reduce -24.7% | 5,273 | $1.0M |
| King Wealth Management Group | 0.14% | Reduce -2.3% | 5,274 | $1.0M |
| Prossimo Advisors, LLC | 0.82% | Reduce -57.5% | 5,263 | $1.0M |
| Meritas Wealth Management, LLC | 0.56% | Add +0.0% | 5,261 | $1.0M |
| Trust Co | 0.12% | Add +2.5% | 5,256 | $1.0M |
| Uptick Partners, LLC | 0.29% | Add +2.4% | 5,250 | $1.0M |
| McClarren Financial Advisors, Inc. | 0.67% | Add +7.6% | 5,249 | $1.0M |
| Moisand Fitzgerald Tamayo, LLC | 0.13% | Reduce -0.4% | 5,242 | $1.0M |
| Fermata Advisors, LLC | 0.27% | Add +12.9% | 5,225 | $1.0M |
| Iron Gate Global Advisors LLC | 0.11% | No change | 5,200 | $1.0M |
| Retirement Planning Group, LLC | 0.04% | Add +0.4% | 5,224 | $1.0M |
| High Net Worth Advisory Group LLC | 0.27% | Add +3.3% | 5,213 | $1.0M |
| First National Bank of Mount Dora, Trust Investment Services | 0.23% | No change | 5,196 | $1.0M |
| Visionary Wealth Advisors | 0.05% | Add +39.2% | 5,121 | $999K |
| Evoke Wealth, LLC | 0.02% | No change | 5,097 | $999K |
| Dentgroup LLC | 0.69% | Reduce -10.0% | 5,114 | $997K |
| Octavia Wealth Advisors, LLC | 0.11% | Reduce -8.0% | 5,069 | $993K |
| Apriem Advisors | 0.11% | Add +56.2% | 5,070 | $989K |
| BKM Wealth Management, LLC | 0.38% | Add +4.8% | 5,046 | $984K |
| Main Street Financial Solutions, LLC | 0.07% | Reduce -0.6% | 5,030 | $981K |
| Pure Portfolios Holdings LLC | 0.33% | Add +91.1% | 5,022 | $979K |
| Canvas Wealth Advisors, LLC | 0.19% | Add +18.6% | 4,775 | $967K |
| Baldwin Investment Management, LLC | 0.12% | Reduce -2.8% | 4,947 | $965K |
| Brand Asset Management Group, Inc. | 0.36% | Reduce -13.1% | 4,936 | $963K |
| Diversify Advisory Services, LLC | 0.04% | Add +3.3% | 4,728 | $958K |
| Providence Capital Advisors, LLC | 0.18% | New | 4,907 | $957K |
| Hoge Financial Services, LLC | 0.59% | Add +2.5% | 4,888 | $953K |
| RFP Financial Group LLC | 0.39% | Reduce -18.9% | 4,880 | $952K |
| American Financial Advisors, LLC | 0.13% | New | 4,867 | $949K |
| VSM Wealth Advisory, LLC | 0.31% | Reduce -7.3% | 4,813 | $939K |
| Keb Asset Management, LLC | 0.23% | Reduce -3.9% | 4,805 | $937K |
| Burns Matteson Capital Management, LLC | 0.45% | Reduce -0.5% | 4,777 | $932K |
| Pekin Hardy Strauss, Inc. | 0.11% | Add +25.1% | 4,761 | $928K |
| Simplicity Wealth,LLC | 0.04% | New | 4,736 | $924K |
| LongView Wealth Management | 0.28% | Reduce -3.1% | 4,728 | $922K |
| Beacon Financial Advisory LLC | 0.24% | Reduce -9.9% | 4,710 | $918K |
| Painted Porch Advisors LLC | 0.38% | Add +11.0% | 4,705 | $917K |
| Larson Financial Group LLC | 0.04% | Reduce -0.8% | 4,680 | $913K |
| Verisail Partners, LLC | 0.38% | Add +0.3% | 4,636 | $904K |
| Soltis Investment Advisors LLC | 0.07% | Add +5.1% | 4,613 | $900K |
| Disciplined Investments, LLC | 0.38% | Add +4.2% | 4,606 | $898K |
| Sapient Capital LLC | 0.02% | Add +158.5% | 4,573 | $896K |
| Perennial Investment Advisors, LLC | 0.09% | Reduce -1.9% | 4,587 | $895K |
| HFG Advisors, Inc. | 0.71% | Reduce -0.6% | 4,585 | $894K |
| Battery Global Advisors, LLC | 0.44% | No change | 4,545 | $890K |
| Kovack Advisors, Inc. | 0.09% | Reduce -0.5% | 4,566 | $890K |
| Net Worth Advisory Group | 0.20% | Add +245.9% | 4,559 | $889K |
| Vannoy Advisory Group, Inc. | 0.61% | Reduce -5.1% | 4,546 | $886K |
| Prospera Capital Management, LLC | 0.49% | Add +10.6% | 4,514 | $884K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -3.1% | 4,528 | $883K |
| Financial Alternatives, Inc | 0.57% | No change | 4,489 | $875K |
| Paulson Wealth Management Inc. | 0.23% | Reduce -17.4% | 4,481 | $874K |
| Dopkins Wealth Management, LLC | 0.39% | Reduce -6.6% | 4,479 | $873K |
| Aire Advisors, LLC | 0.17% | Reduce -1.8% | 4,479 | $873K |
| Goelzer Investment Management, Inc. | 0.05% | Add +0.1% | 4,436 | $865K |
| Canal Capital Management, LLC | 0.14% | No change | 4,429 | $864K |
| Canandaigua National Bank & Trust Co. | 0.08% | Reduce -0.4% | 4,416 | $861K |
| Conrad Siegel Investment Advisors, Inc. | 0.19% | Reduce -2.1% | 4,337 | $846K |
| Ritholtz Wealth Management | 0.02% | Reduce -1.2% | 4,331 | $845K |
| IFG Advisors, LLC | 0.14% | Add +1.3% | 4,317 | $842K |
| Quadrant Capital Group LLC | 0.03% | Reduce -25.1% | 4,309 | $840K |
| Tyche Wealth Partners LLC | 0.17% | Add +0.2% | 4,295 | $838K |
| Graves Light Lenhart Wealth, Inc. | 0.10% | Add +4.5% | 4,278 | $834K |
| Citizens Financial Group Inc. | 0.01% | Add +21.6% | 4,249 | $832K |
| Marion Wealth Management | 0.21% | New | 4,261 | $831K |
| Mezzasalma Advisors, LLC | 0.25% | Reduce -2.3% | 4,252 | $829K |
| Jackson Creek Investment Advisors LLC | 0.22% | Add +3.5% | 4,251 | $829K |
| Capital Analysts, LLC | 0.03% | Reduce -10.2% | 4,250 | $829K |
| Legacies Wealth LLC | 0.55% | No change | 4,251 | $829K |
| Jacobi Capital Management LLC | 0.06% | Reduce -1.0% | 4,251 | $829K |
| RS Crum Inc. | 0.20% | Reduce -2.3% | 4,245 | $828K |
| Certified Advisory Corp | 0.09% | Add +126.5% | 4,228 | $825K |
| Bestgate Wealth Advisors, LLC | 1.70% | No change | 4,415 | $822K |
| City Holding Co. | 0.11% | Reduce -1.3% | 4,200 | $819K |
| Fearless Solutions, LLC dba Best Invest | 0.57% | Reduce -0.1% | 4,199 | $819K |
| Clarius Group, LLC | 0.05% | No change | 4,199 | $819K |
| Smithfield Trust Co | 0.04% | Reduce -5.4% | 4,178 | $815K |
| Raffa Wealth Management, LLC | 0.16% | Add +0.6% | 4,137 | $810K |
| Transce3nd, LLC | 0.34% | Add +18.1% | 4,134 | $807K |
| Savvy Advisors, Inc. | 0.05% | Add +22.1% | 4,129 | $805K |
| Berkeley, Inc | 0.29% | Reduce -0.6% | 4,091 | $798K |
| Root Financial Partners, LLC | 0.08% | Reduce -38.2% | 4,085 | $797K |
| Friday Financial | 0.40% | Add +0.1% | 4,053 | $790K |
| Caitlin John, LLC | 0.72% | Add +7.5% | 4,041 | $788K |
| Wrapmanager Inc. | 0.19% | Reduce -1.7% | 4,038 | $787K |
| Hemington Wealth Management | 0.11% | No change | 4,040 | $787K |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +3.1% | 4,012 | $782K |
| KDT Advisors, LLC | 1.26% | No change | 4,010 | $782K |
| Two Sigma Securities, LLC | 0.10% | New | 3,994 | $779K |
| JT Stratford LLC | 0.12% | Add +9.4% | 3,994 | $779K |
| RHS Financial, LLC | 0.44% | Add +209.6% | 3,991 | $778K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -5.5% | 3,988 | $778K |
| HUB Investment Partners, LLC | 0.03% | Reduce -4.0% | 3,978 | $776K |
| Envision Financial Planning, LLC | 0.36% | New | 3,977 | $776K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +7.3% | 3,974 | $775K |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.1% | 3,968 | $774K |
| BCS Wealth Management | 0.17% | Add +11.1% | 3,958 | $772K |
| Embree Financial Group | 0.12% | Reduce -0.1% | 3,932 | $767K |
| Quantum Financial Advisors, LLC | 0.10% | Add +3.2% | 3,930 | $766K |
| Armbruster Capital Management, Inc. | 0.14% | No change | 3,911 | $763K |
| Physician Wealth Advisors, Inc. | 0.12% | Reduce -20.5% | 3,911 | $763K |
| Balefire, LLC | 0.17% | New | 3,910 | $762K |
| Fonville Wealth Management LLC | 0.19% | Add +15.0% | 3,904 | $762K |
| Spreng Capital Management, Inc. | 0.32% | Reduce -6.1% | 3,898 | $760K |
| Winebrenner Capital Management LLC | 0.61% | Add +18.0% | 3,877 | $756K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.26% | Reduce -5.0% | 3,841 | $753K |
| Sage Investment Counsel LLC | 0.87% | Reduce -33.3% | 3,855 | $752K |
| IFG Advisory, LLC | 0.04% | Reduce -75.3% | 3,843 | $749K |
| McLean Asset Management Corp | 0.20% | Add +4.6% | 3,730 | $749K |
| Anchor Investment Management, LLC | 0.07% | Reduce -1.2% | 3,821 | $745K |
| Waller Financial Planning Group, Inc. | 0.18% | Reduce -6.2% | 3,819 | $745K |
| American Money Management, LLC | 0.13% | Reduce -3.5% | 3,803 | $742K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.3% | 3,789 | $739K |
| Willner & Heller, LLC | 0.62% | Reduce -5.3% | 3,785 | $738K |
| Sightline Wealth Advisors, LLC | 0.36% | Reduce -3.4% | 3,774 | $736K |
| MorganRosel Wealth Management, LLC | 0.20% | Reduce -88.4% | 3,754 | $732K |
| Richmond Investment Services, LLC | 0.15% | Add +91.7% | 3,752 | $732K |
| Wealth Preservation Advisors, LLC | 0.45% | No change | 3,746 | $731K |
| Lake Street Private Wealth, LLC | 0.10% | No change | 3,731 | $728K |
| Glassman Wealth Services | 0.11% | No change | 3,724 | $726K |
| Granite FO LLC | 0.41% | No change | 3,714 | $724K |
| Stage Harbor Financial, LLC | 0.59% | Reduce -7.9% | 3,702 | $722K |
| Accretive Wealth Partners, LLC | 0.24% | No change | 3,701 | $722K |
| Parcion Private Wealth LLC | 0.05% | Reduce -3.3% | 3,699 | $721K |
| Magnolia Capital Advisors LLC | 0.18% | Add +8.8% | 3,693 | $720K |
| Caldwell Trust Co | 0.07% | Reduce -0.1% | 3,673 | $716K |
| Summit X, LLC | 0.13% | Add +100.0% | 3,646 | $711K |
| Wescott Financial Advisory Group, LLC | 0.07% | Reduce -32.7% | 3,638 | $709K |
| Axxcess Wealth Management, LLC | 0.02% | New | 3,638 | $709K |
| Libra Wealth LLC | 0.23% | Add +0.0% | 3,627 | $707K |
| Westhampton Capital, LLC | 0.36% | No change | 3,624 | $707K |
| Mayfair Advisory Group, LLC | 0.33% | Add +3.0% | 3,560 | $707K |
| Hoxton Planning & Management, LLC | 0.24% | Add +17.6% | 3,605 | $703K |
| Chesley Taft & Associates LLC | 0.03% | Reduce -1.1% | 3,587 | $700K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -5.5% | 3,530 | $692K |
| Evermay Wealth Management LLC | 0.08% | Reduce -2.2% | 3,530 | $690K |
| Becker Capital Management Inc. | 0.02% | Add +0.4% | 3,515 | $689K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.28% | Reduce -0.6% | 3,529 | $688K |
| Arrowroot Family Office, LLC | 0.31% | — | 3,527 | $688K |
| Life Planning Partners, Inc | 0.55% | Reduce -1.9% | 3,525 | $687K |
| Klingman & Associates, LLC | 0.04% | Add +1.7% | 3,522 | $687K |
| Franklin Resources Inc. | 0.00% | Reduce -1.4% | 3,515 | $685K |
| Victrix Investment Advisors | 0.30% | Add +118.0% | 3,504 | $683K |
| Agate Pass Investment Management, LLC | 0.28% | Reduce -2.0% | 3,503 | $683K |
| Oak Hill Wealth Advisors, LLC | 0.14% | Reduce -2.7% | 3,400 | $681K |
| Coastal Bridge Advisors, LLC | 0.06% | New | 3,488 | $680K |
| Droms Strauss Advisors Inc. /Mo/ | 0.21% | Add +37.8% | 3,487 | $680K |
| Townsend Asset Management Corp. /NC/ | 0.25% | Reduce -7.7% | 3,480 | $679K |
| Magnolia Private Wealth, LLC | 0.52% | Reduce -4.7% | 3,471 | $677K |
| Greykasell Wealth Strategies, Inc. | 0.32% | Add +7.0% | 3,462 | $675K |
| McDonald Partners LLC | 0.16% | No change | 3,404 | $664K |
| Madison Wealth Partners, Inc | 0.14% | Reduce -0.1% | 3,394 | $662K |
| BlackRock, Inc. | 0.00% | Add +20.1% | 3,392 | $661K |
| Yukon Wealth Management, Inc. | 0.23% | Reduce -25.6% | 3,335 | $650K |
| Legacy Private Trust Co. | 0.04% | Reduce -19.3% | 3,333 | $650K |
| Evergreen Capital Management LLC | 0.02% | No change | 3,281 | $643K |
| Cozad Asset Management Inc. | 0.06% | No change | 3,295 | $643K |
| Bedel Financial Consulting, Inc. | 0.09% | Add +0.0% | 3,293 | $642K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -5.5% | 3,286 | $641K |
| Compass Capital Corp. /Ma/ | 0.30% | Reduce -16.7% | 3,195 | $636K |
| Glenview Trust Co | 0.01% | Add +38.9% | 3,262 | $636K |
| Abbot Financial Management, Inc. | 0.29% | No change | 3,262 | $636K |
| Brass Tax Wealth Management, Inc. | 0.12% | Reduce -0.2% | 3,258 | $635K |
| Signaturefd, LLC | 0.01% | Add +74.1% | 3,251 | $634K |
| Sagace Wealth Management LLC | 0.47% | Reduce -27.9% | 3,241 | $632K |
| Cadent Capital Advisors, LLC | 0.21% | Add +7.0% | 3,228 | $630K |
| Lion Street Advisors, LLC | 0.19% | Reduce -18.3% | 3,207 | $625K |
| Astra Wealth Partners LLC | 0.50% | No change | 3,204 | $625K |
| Flagship Harbor Advisors, LLC | 0.03% | No change | 3,199 | $624K |
| Destiny Wealth Partners, LLC | 0.08% | Add +138.2% | 3,194 | $623K |
| Manuka Financial, LLC | 0.34% | No change | 3,179 | $620K |
| Crestwood Advisors Group, LLC | 0.01% | Add +0.3% | 3,175 | $619K |
| Rockwood Wealth Management, LLC | 0.05% | Reduce -2.4% | 3,158 | $616K |
| Medallion Wealth Advisors, LLC | 0.24% | Add +7.6% | 3,097 | $614K |
| StoneX Group Inc. | 0.03% | Add +75.8% | 3,133 | $613K |
| Western Wealth Management, LLC | 0.04% | Reduce -0.5% | 3,144 | $613K |
| Apexium Financial, LP | 0.03% | Add +2.3% | 3,128 | $613K |
| Trilogy Capital Inc. | 0.03% | Reduce -0.8% | 3,136 | $612K |
| Exchange Bank | 0.48% | Reduce -0.9% | 3,127 | $610K |
| Tillman Hartley LLC | 0.17% | Add +187.0% | 3,125 | $609K |
| Woodmont Investment Counsel LLC | 0.04% | Reduce -4.6% | 3,121 | $609K |
| QRG Capital Management, Inc. | 0.01% | Add +2.6% | 3,116 | $608K |
| Country Club Bank | 0.04% | No change | 3,087 | $604K |
| Resolute Advisors LLC | 0.15% | No change | 3,082 | $604K |
| Wealthstream Advisors, Inc. | 0.10% | No change | 3,094 | $603K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -0.2% | 3,074 | $599K |
| Unconventional Investor, LLC | 0.33% | No change | 3,072 | $599K |
| Stonebridge Financial Planning Group, LLC | 0.25% | Reduce -25.3% | 3,066 | $598K |
| TCI Wealth Advisors, Inc. | 0.04% | Add +14.5% | 3,054 | $596K |
| Elm Partners Management LLC | 0.03% | Reduce -17.8% | 3,034 | $592K |
| Founders Financial Securities LLC | 0.04% | Add +4.2% | 3,032 | $591K |
| Galvin, Gaustad & Stein, LLC | 0.05% | Reduce -19.9% | 3,031 | $591K |
| Beckerman Institutional, LLC | 0.39% | Reduce -2.6% | 3,023 | $590K |
| Avant Financial Advisors LLC | 0.48% | No change | 3,018 | $589K |
| Eagle Rock Investment Company, LLC | 0.09% | Add +34.8% | 3,015 | $588K |
| Axis Wealth Partners, LLC | 0.39% | Reduce -8.5% | 3,011 | $587K |
| Weik Capital Management | 0.23% | No change | 3,000 | $585K |
| Woodside Wealth Management LLC | 0.50% | No change | 2,999 | $585K |
| Busey Bank | 0.02% | Reduce -8.4% | 2,989 | $583K |
| Apeiron RIA LLC | 0.15% | Reduce -0.9% | 2,987 | $582K |
| SCS Capital Management LLC | 0.01% | Add +123.4% | 2,973 | $582K |
| Forefront Wealth Partners, LLC | 0.40% | Add +6.6% | 2,906 | $576K |
| Continuum Advisory, LLC | 0.07% | Add +1.0% | 2,948 | $575K |
| Centaurus Financial, Inc. | 0.03% | Add +0.3% | 2,935 | $572K |
| Silver Oak Advisory Group, Inc. | 0.28% | Reduce -12.6% | 2,922 | $569K |
| Bowman & Co S.C. | 0.25% | Reduce -28.7% | 2,902 | $566K |
| Gibson Capital, LLC | 0.11% | Reduce -0.1% | 2,899 | $565K |
| Tactive Advisors, LLC | 0.18% | — | 2,895 | $564K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -45.3% | 2,888 | $563K |
| Anderson Hoagland & Co. | 0.05% | No change | 2,881 | $562K |
| Tennessee Valley Asset Management Partners | 0.14% | Add +2.5% | 2,872 | $560K |
| Traynor Capital Management, Inc. | 0.04% | New | 2,817 | $559K |
| LJI Wealth Management, LLC | 0.10% | Add +150.5% | 2,866 | $559K |
| Comprehensive Money Management Services LLC | 0.42% | No change | 2,866 | $559K |
| Private Trust Co. NA | 0.05% | Add +0.3% | 2,864 | $558K |
| Altiora Financial Group, LLC | 0.11% | No change | 2,860 | $558K |
| Harbor Investment Advisory, LLC | 0.05% | Add +9.9% | 2,858 | $557K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -19.7% | 2,839 | $554K |
| SOL Capital Management CO | 0.05% | No change | 2,825 | $551K |
| Debussy Capital Management LP | 0.08% | No change | 2,825 | $551K |
| Pointe Capital Management LLC | 0.29% | No change | 2,817 | $549K |
| FSM Wealth Advisors, LLC | 0.09% | Reduce -0.8% | 2,743 | $547K |
| Godsey & Gibb, Inc. | 0.05% | No change | 2,791 | $544K |
| UNIVEST FINANCIAL Corp | 0.03% | Reduce -25.9% | 2,790 | $544K |
| ERn Financial, LLC | 0.11% | Reduce -0.2% | 2,782 | $543K |
| Saxony Capital Management, LLC | 0.41% | New | 2,771 | $540K |
| Modern Wealth Management, LLC | 0.01% | Reduce -2.8% | 2,768 | $540K |
| Empirical Asset Management, LLC | 0.17% | No change | 2,765 | $539K |
| National Bank of Canada | 0.00% | Add +3.1% | 2,760 | $538K |
| Stephens Consulting, LLC | 0.13% | Add +41.3% | 2,743 | $535K |
| Greenline Partners, LLC | 0.07% | Reduce -43.2% | 2,728 | $532K |
| Apollon Financial, LLC | 0.11% | No change | 2,724 | $531K |
| Windsor Advisory Group, LLC | 0.75% | No change | 2,720 | $530K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -17.5% | 2,709 | $528K |
| Potentia Wealth | 0.30% | No change | 2,709 | $528K |
| Vaughan David Investments LLC | 0.01% | New | 2,703 | $527K |
| Frederick Financial Consultants, LLC | 0.33% | No change | 2,700 | $526K |
| Sax Wealth Advisors, LLC | 0.03% | Reduce -5.3% | 2,694 | $525K |
| Collaborative Wealth Managment Inc. | 0.23% | Reduce -7.5% | 2,682 | $523K |
| TFO Wealth Partners, LLC | 0.09% | Reduce -2.1% | 2,679 | $523K |
| Family Investment Center, Inc. | 0.12% | Reduce -0.7% | 2,654 | $519K |
| Roffman Miller Associates Inc. | 0.03% | Reduce -3.7% | 2,660 | $519K |
| DGS Capital Management, LLC | 0.11% | Add +17.3% | 2,659 | $519K |
| XY Planning Network, Inc. | 0.18% | Add +124.0% | 2,655 | $518K |
| American Trust | 0.05% | New | 2,648 | $516K |
| Aviso Wealth Management | 0.24% | Add +5.7% | 2,643 | $515K |
| Precedent Wealth Partners, LLC | 0.13% | Reduce -8.1% | 2,635 | $514K |
| Richard P Slaughter Associates Inc | 0.10% | Reduce -56.6% | 2,633 | $513K |
| Wellington Capital Management, Inc. | 0.76% | — | 2,612 | $509K |
| Smith Thornton Advisors LLC | 0.29% | No change | 2,602 | $507K |
| Quarry Hill Advisors, LLC | 0.30% | Reduce -0.6% | 2,601 | $507K |
| Investmark Advisory Group LLC | 0.24% | Add +1.3% | 2,600 | $507K |
| Selective Wealth Management, Inc. | 0.18% | No change | 2,516 | $506K |
| Townsquare Capital LLC | 0.05% | Reduce -89.9% | 2,584 | $504K |
| MIdWestOne Financial Group, Inc. | 0.07% | Reduce -15.2% | 2,576 | $502K |
| Murphy & Mullick Capital Management Corp | 0.40% | No change | 2,508 | $497K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -7.9% | 2,534 | $494K |
| Iowa State Bank | 0.10% | No change | 2,531 | $494K |
| Clark Asset Management, LLC | 0.07% | Add +112.3% | 2,528 | $493K |
| Red Wave Investments LLC | 0.16% | Reduce -1.8% | 2,527 | $493K |
| First National Bank Sioux Falls | 0.18% | Add +3.5% | 2,514 | $490K |
| McMill Wealth Management | 0.16% | No change | 2,513 | $490K |
| Copia Wealth Management | 0.41% | Add +9.9% | 2,510 | $489K |
| Oldfather Financial Services, LLC | 0.17% | Add +19.7% | 2,509 | $489K |
| Aptus Capital Advisors, LLC | 0.00% | Add +6.3% | 2,502 | $488K |
| Fisher Asset Management | 0.00% | Add +13.2% | 2,491 | $486K |
| Tyler-Stone Wealth Management | 0.08% | Reduce -2.4% | 2,485 | $485K |
| Cascade Financial Partners, LLC | 0.06% | Reduce -10.1% | 2,484 | $484K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -9.6% | 2,470 | $484K |
| Procyon Advisors, LLC | 0.05% | Add +13.9% | 2,478 | $484K |
| Valmark Advisers, Inc. | 0.01% | Reduce -4.3% | 2,475 | $483K |
| Guardian Wealth Management, Inc. | 0.32% | Add +0.6% | 2,468 | $481K |
| Lakewood Asset Management LLC | 0.32% | Add +12.7% | 2,467 | $481K |
| Prosperity Consulting Group, LLC | 0.04% | No change | 2,467 | $481K |
| Atticus Wealth Management, LLC | 0.13% | No change | 2,464 | $480K |
| K2 Financial Inc. | 0.42% | Reduce -7.1% | 2,432 | $480K |
| Rooted Wealth Advisors, Inc. | 0.17% | Add +11.0% | 2,380 | $479K |
| PFG Investments, LLC | 0.03% | Add +81.3% | 2,453 | $478K |
| Lodestone Wealth Management LLC | 0.23% | Add +5.3% | 2,446 | $477K |
| Landmark Wealth Management, LLC | 0.20% | Reduce -23.3% | 2,448 | $477K |
| Seed Wealth Management, Inc. | 0.35% | No change | 2,440 | $476K |
| Tsfg, LLC | 0.09% | Reduce -0.4% | 2,433 | $474K |
| Drucker Wealth 3.0, LLC | 0.09% | Reduce -3.0% | 2,353 | $473K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -57.2% | 2,419 | $472K |
| Essential Partners LLC | 0.19% | — | 2,412 | $470K |
| Rinkey Investments | 0.14% | No change | 2,392 | $466K |
| TD Waterhouse Canada Inc. | 0.00% | Add +8.0% | 2,342 | $465K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -1.4% | 2,377 | $464K |
| Versant Capital Management, Inc | 0.07% | Reduce -2.9% | 2,376 | $463K |
| Orleans Capital Management Corp. | 0.25% | New | 2,373 | $463K |
| Russell Investments Group, Ltd. | 0.00% | Add +29.4% | 2,370 | $462K |
| Sebold Capital Management, Inc. | 0.28% | Reduce -5.0% | 2,340 | $456K |
| FWG Investments, LLC. | 0.35% | New | 2,336 | $456K |
| Round Rock Advisors LLC | 0.08% | No change | 2,334 | $455K |
| Camelot Technology Advisors, Inc. | 0.39% | No change | 2,327 | $454K |
| West Financial Advisors, LLC | 0.08% | Add +25.1% | 2,325 | $453K |
| Elevation Wealth Partners, LLC | 0.18% | Reduce -4.8% | 2,320 | $452K |
| Narus Financial Partners, LLC | 0.14% | Add +9.0% | 2,317 | $452K |
| Montag A & Associates Inc. | 0.02% | Reduce -35.1% | 2,311 | $452K |
| NorthStar Asset Management LLC | 0.24% | Add +8.5% | 2,316 | $452K |
| Carnegie Investment Counsel | 0.01% | Reduce -5.3% | 2,315 | $451K |
| Staley Capital Advisers Inc. | 0.02% | No change | 2,311 | $451K |
| Cypress Point Wealth Management, LLC | 0.11% | No change | 2,308 | $450K |
| Taylor & Morgan Wealth Management, LLC | 0.30% | No change | 2,301 | $449K |
| Colonial Trust Co / SC | 0.07% | Reduce -8.2% | 2,288 | $446K |
| Fidelis Capital Partners, LLC | 0.04% | No change | 2,247 | $445K |
| BLB&B Advisors, LLC | 0.02% | Add +4.7% | 2,281 | $445K |
| Ariadne Wealth Management, LP | 0.21% | Reduce -12.2% | 2,145 | $443K |
| Capasso Planning Partners LLC | 0.25% | Reduce -31.0% | 2,256 | $440K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Add +2.9% | 2,246 | $438K |
| Dakota Wealth Management | 0.01% | Reduce -11.2% | 2,242 | $437K |
| Financial Harvest, LLC | 0.32% | New | 2,228 | $434K |
| Fidelity D & D Bancorp Inc. | 0.27% | Reduce -56.4% | 2,223 | $434K |
| IPG Investment Advisors LLC | 0.08% | No change | 2,211 | $433K |
| Bearing Point Capital, LLC | 0.08% | New | 2,200 | $429K |
| Redwood Investment Management, LLC | 0.05% | New | 2,190 | $427K |
| LPWM LLC | 0.12% | Add +46.7% | 2,160 | $421K |
| Hardin Capital Partners, LLC | 0.25% | Add +3.8% | 2,119 | $421K |
| Finward Bancorp | 0.33% | Add +0.5% | 2,156 | $420K |
| Integral Investment Advisors, Inc. | 0.12% | Add +36.0% | 2,155 | $420K |
| Bristlecone Advisors, LLC | 0.04% | Add +290.4% | 2,151 | $419K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -14.2% | 2,147 | $419K |
| Twin Focus Capital Partners, LLC | 0.06% | Add +6.5% | 2,131 | $416K |
| Smartleaf Asset Management LLC | 0.04% | Reduce -26.2% | 2,117 | $415K |
| Walter & Keenan Wealth Management LLC /in/ | 0.12% | Reduce -20.3% | 2,122 | $414K |
| Key Client Fiduciary Advisors, LLC | 0.17% | Reduce -2.0% | 2,121 | $414K |
| Pettyjohn, Wood & White, Inc. | 0.07% | No change | 2,120 | $413K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -34.9% | 2,118 | $413K |
| MWA Asset Management | 0.25% | Reduce -22.1% | 2,110 | $412K |
| Bell Investment Advisors, Inc | 0.07% | Reduce -9.8% | 2,100 | $410K |
| Nottingham Advisors, Inc. | 0.06% | Reduce -2.9% | 2,099 | $409K |
| Pension & Wealth Management Advisors, Inc. | 0.14% | No change | 2,097 | $409K |
| Financial Futures Ltd Liability Co. | 0.22% | Reduce -1.3% | 2,097 | $409K |
| Investment Research & Advisory Group, Inc. | 0.15% | New | 2,083 | $406K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -0.4% | 2,069 | $404K |
| Provident Wealth Management, LLC | 0.13% | No change | 2,057 | $401K |
| Vantage Financial Partners, LLC | 0.09% | Reduce -4.8% | 2,052 | $400K |
| KKM Financial LLC | 0.14% | No change | 2,049 | $400K |
| Retirement Planning Group, LLC / NY | 0.35% | Add +57.2% | 2,036 | $399K |
| Dominguez Wealth Management Solutions, Inc. | 0.27% | No change | 2,028 | $395K |
| Ballentine Capital Advisors, Inc | 0.19% | Reduce -10.7% | 2,022 | $394K |
| Villere St Denis J & Co. LLC | 0.04% | No change | 2,022 | $394K |
| Guidance Capital, Inc. | 0.11% | Reduce -0.4% | 2,014 | $394K |
| Winthrop Capital Management, LLC | 0.10% | No change | 2,014 | $393K |
| NWF Advisory Services Inc. | 0.05% | Reduce -7.8% | 2,010 | $392K |
| Bantamac Capital, LLC | 0.14% | No change | 2,000 | $390K |
| Rathbones Group PLC | 0.00% | No change | 2,000 | $390K |
| Athena Investment Management | 0.22% | No change | 1,998 | $390K |
| Lodestar Private Asset Management LLC | 0.04% | Add +10.3% | 1,995 | $389K |
| Coppell Advisory Solutions LLC | 0.05% | Add +8.8% | 1,985 | $389K |
| Burling Wealth Partners, LLC | 0.07% | No change | 1,990 | $388K |
| Daymark Wealth Partners, LLC | 0.01% | Add +9.4% | 1,979 | $386K |
| Barnes Pettey Financial Advisors, LLC | 0.26% | Reduce -38.7% | 1,970 | $384K |
| Thrive Wealth Management, LLC | 0.06% | Add +1.5% | 1,965 | $383K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +8.4% | 1,964 | $383K |
| Pinnacle Bancorp, Inc. | 0.12% | Reduce -5.9% | 1,963 | $383K |
| Fifth Third Wealth Advisors LLC | 0.02% | New | 1,958 | $382K |
| Adamsbrown Wealth Consultants LLC | 0.11% | Add +1.1% | 1,957 | $382K |
| Investments & Financial Planning, LLC | 0.22% | Add +1.3% | 1,946 | $379K |
| Chapman Financial Group, LLC | 0.32% | — | 1,945 | $379K |
| CM Wealth Advisors LLC | 0.11% | Add +12.6% | 1,926 | $377K |
| Dunhill Financial, LLC | 0.11% | Reduce -7.4% | 1,931 | $377K |
| Curated Wealth Partners LLC | 0.04% | No change | 1,926 | $376K |
| Ridgewood Investments LLC | 0.16% | Reduce -8.8% | 1,922 | $375K |
| Wilson & Boucher Capital Management, LLC | 0.26% | No change | 1,921 | $375K |
| Confluence Wealth Services, Inc. | 0.02% | Add +43.9% | 1,920 | $374K |
| Aspen Grove Capital, LLC | 0.06% | Reduce -13.6% | 1,900 | $372K |
| Rexford Capital Inc. | 0.31% | — | 1,900 | $371K |
| Wambolt & Associates, LLC | 0.12% | Reduce -2.4% | 1,854 | $368K |
| Vantage Point Financial LLC | 0.16% | Add +0.7% | 1,886 | $368K |
| Old North State Wealth Management, LLC | 0.19% | New | 1,879 | $367K |
| Skyline Advisors, Inc. | 0.14% | No change | 1,883 | $367K |
| Ethos Financial Group, LLC | 0.03% | New | 1,868 | $366K |
| Vista Capital Partners, Inc. | 0.04% | Reduce -4.7% | 1,865 | $364K |
| Capital Advisors, Ltd. LLC | 0.04% | Reduce -0.7% | 1,856 | $362K |
| Brightwater Advisory LLC | 0.26% | No change | 1,855 | $362K |
| New Hampshire Trust | 0.08% | Reduce -0.2% | 1,854 | $362K |
| Smith Salley Wealth Management | 0.02% | New | 1,847 | $360K |
| Sterling Investment Counsel, LLC | 0.21% | Add +3.8% | 1,846 | $360K |
| Solutions 4 Wealth, Ltd | 0.60% | No change | 1,841 | $359K |
| CGC Financial Services, LLC | 0.12% | No change | 1,841 | $359K |
| HHM Wealth Advisors, LLC | 0.04% | Add +114.7% | 1,840 | $359K |
| Binnacle Investments Inc | 0.23% | Add +4.6% | 1,834 | $358K |
| Summit Financial Strategies, Inc. | 0.03% | Add +0.3% | 1,834 | $358K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.20% | No change | 1,920 | $357K |
| Summit Trail Advisors, LLC | 0.01% | New | 1,822 | $357K |
| Next Level Private LLC | 0.12% | Reduce -1.4% | 1,829 | $357K |
| Washington Trust Advisors, Inc. | 0.03% | No change | 1,826 | $356K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | — | 1,820 | $355K |
| HSBC Holdings PLC | 0.00% | No change | 1,813 | $354K |
| Vontobel Holding Ltd. | 0.00% | Reduce -12.5% | 1,810 | $353K |
| Cutler Investment Counsel LLC | 0.04% | Add +0.6% | 1,798 | $352K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -86.0% | 1,806 | $352K |
| Client 1ST Advisory Group, LLC | 0.13% | No change | 1,806 | $352K |
| Cadence Bank | 0.02% | Add +0.3% | 1,805 | $352K |
| Strategic Advisors LLC | 0.07% | Reduce -72.1% | 1,788 | $349K |
| Uptown Financial Advisors LLC | 0.32% | No change | 1,788 | $349K |
| CoreCap Advisors, LLC | 0.01% | Reduce -20.6% | 1,775 | $346K |
| Accredited Investors Inc. | 0.02% | Reduce -16.4% | 1,768 | $345K |
| Coastwise Capital Group, LLC | 0.27% | No change | 1,766 | $344K |
| WealthTrak Capital Management LLC | 0.29% | Add +6.8% | 1,755 | $342K |
| Cidel Asset Management Inc. | 0.02% | No change | 1,750 | $341K |
| Exchange Traded Concepts, LLC | 0.00% | New | 1,748 | $341K |
| Camelot Portfolios, LLC | 0.20% | Reduce -4.2% | 1,744 | $340K |
| Centurion Wealth Management LLC | 0.10% | New | 1,742 | $340K |
| Grand Wealth Management, LLC | 0.17% | Reduce -2.4% | 1,731 | $339K |
| Accurate Wealth Management, LLC | 0.05% | Add +3.4% | 1,668 | $339K |
| Sage Rhino Capital LLC | 0.07% | New | 1,735 | $338K |
| MAS Advisors LLC | 0.55% | Add +7.6% | 1,730 | $337K |
| Jag Capital Management, LLC | 0.04% | No change | 1,730 | $337K |
| Argentarii, LLC | 0.15% | Add +11.7% | 1,728 | $337K |
| GPS Wealth Strategies Group, LLC | 0.04% | Reduce -5.2% | 1,724 | $336K |
| Obsidian Personal Planning Solutions LLC | 0.14% | No change | 1,721 | $336K |
| Benchmark Wealth Management, LLC | 0.15% | Reduce -6.8% | 1,712 | $334K |
| Evercore Wealth Management, LLC | 0.01% | No change | 1,712 | $334K |
| WNY Asset Management, LLC | 0.04% | Add +6.2% | 1,709 | $333K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -32.6% | 1,699 | $331K |
| Melfa Wealth Management, Inc. | 0.21% | Add +0.9% | 1,691 | $330K |
| Fiduciary Trust Co | 0.00% | Reduce -18.3% | 1,688 | $329K |
| Diversified Trust Co. | 0.01% | New | 1,681 | $328K |
| Nicolet Advisory Services, LLC | 0.03% | Reduce -3.6% | 1,672 | $327K |
| New England Private Wealth Advisors LLC | 0.05% | Add +0.4% | 1,632 | $327K |
| Accel Wealth Management | 0.11% | Add +0.6% | 1,674 | $327K |
| BWM Planning, LLC | 0.11% | No change | 1,651 | $322K |
| Capital Investment Advisors, LLC | 0.01% | Add +17.6% | 1,635 | $319K |
| Marco Investment Management LLC | 0.03% | No change | 1,633 | $318K |
| Kraft, Davis & Associates, LLC | 0.09% | Reduce -85.8% | 1,573 | $318K |
| Semitam Bonam LLC | 0.30% | — | 1,630 | $318K |
| Annandale Capital, LLC | 0.06% | No change | 1,625 | $317K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Reduce -11.8% | 1,625 | $317K |
| KDK Private Wealth Management, LLC | 0.34% | Reduce -1.0% | 1,622 | $316K |
| TPG Advisors LLC | 0.23% | Add +21.0% | 1,616 | $315K |
| Barlow Wealth Partners, LLC | 0.04% | Add +6.2% | 1,570 | $315K |
| Willis Johnson & Associates, Inc. | 0.02% | No change | 1,611 | $314K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -38.7% | 1,611 | $314K |
| Punch & Associates Investment Management, Inc. | 0.02% | Add +39.6% | 1,608 | $314K |
| Bonfire Financial | 0.26% | Reduce -0.3% | 1,596 | $313K |
| Argent Advisors, Inc. | 0.10% | No change | 1,601 | $312K |
| Park Edge Advisors, LLC | 0.08% | No change | 1,600 | $312K |
| Amplius Wealth Advisors, LLC | 0.03% | No change | 1,591 | $310K |
| Ceera Investments, LLC | 0.09% | No change | 1,588 | $310K |
| Team Hewins, LLC | 0.11% | No change | 1,580 | $310K |
| 1ST Source Bank | 0.02% | No change | 1,583 | $309K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -2.8% | 1,573 | $307K |
| Sagespring Wealth Partners, LLC | 0.01% | New | 1,568 | $306K |
| Appleton Partners Inc. | 0.02% | Reduce -3.9% | 1,564 | $305K |
| First Heartland Consultants, Inc. | 0.03% | Add +0.3% | 1,561 | $304K |
| Centennial Bank | 0.13% | Reduce -39.1% | 1,560 | $304K |
| Penobscot Wealth Management | 0.11% | New | 1,560 | $304K |
| Salus Financial Advisors, LLC | 0.20% | No change | 1,556 | $303K |
| Rovin Capital /Ut/ | 0.09% | Reduce -1.8% | 1,555 | $303K |
| LWM Advisors Inc. | 0.34% | No change | 1,545 | $301K |
| PAX Financial Group, LLC | 0.06% | Reduce -35.0% | 1,544 | $301K |
| My Personal CFO, LLC | 0.14% | Reduce -2.3% | 1,543 | $301K |
| Sonoma Private Wealth LLC | 0.37% | No change | 1,538 | $300K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -11.3% | 1,537 | $300K |
| Milestone Asset Management Group, LLC | 0.22% | Add +19.1% | 1,537 | $300K |
| Gilliland Jeter Wealth Management LLC | 0.10% | No change | 1,536 | $300K |
| Outbound Financial Inc | 0.27% | — | 1,535 | $299K |
| North Capital, Inc. | 0.26% | Reduce -0.7% | 1,534 | $299K |
| Robinson Smith Wealth Advisors LLC | 0.24% | No change | 1,529 | $298K |
| Fourth Dimension Wealth, LLC | 0.13% | Reduce -31.7% | 1,528 | $298K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -39.8% | 1,525 | $297K |
| Harbor Asset Planning, Inc. | 0.28% | — | 1,523 | $297K |
| Capital Squared Financial LLC | 0.35% | — | 1,520 | $296K |
| Willow Creek Wealth Management Inc. | 0.03% | Add +2.1% | 1,512 | $295K |
| Calton & Associates, Inc. | 0.05% | New | 1,510 | $294K |
| Gateway Wealth Partners, LLC | 0.06% | New | 1,507 | $294K |
| Stewardship Advisors, LLC | 0.07% | Add +4.9% | 1,506 | $294K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -45.2% | 1,505 | $294K |
| Schrum Private Wealth Management LLC | 0.24% | No change | 1,504 | $293K |
| Keel Point, LLC | 0.02% | Reduce -14.8% | 1,501 | $293K |
| Ellerson Group Inc. | 0.21% | No change | 1,500 | $293K |
| Hippocratic Financial Advisors, LLC | 0.16% | Reduce -10.9% | 1,495 | $292K |
| Romano Brothers and Company | 0.04% | Add +0.4% | 1,491 | $291K |
| Horizon Investment Services, LLC | 0.13% | Reduce -0.7% | 1,483 | $289K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -12.3% | 1,482 | $289K |
| Meredith Wealth Planning | 0.10% | New | 1,477 | $288K |
| Inspire Advisors, LLC | 0.03% | Add +1.2% | 1,474 | $288K |
| Vestia Personal Wealth Advisors | 0.20% | Reduce -3.7% | 1,469 | $287K |
| Harvest Investment Services, LLC | 0.06% | New | 1,465 | $286K |
| Austin Wealth Management, LLC | 0.05% | Reduce -15.3% | 1,434 | $284K |
| Columbia Asset Management | 0.06% | Add +3.5% | 1,458 | $284K |
| GM Advisory Group, LLC | 0.01% | Add +5.0% | 1,457 | $284K |
| Jeppson Wealth Management, LLC | 0.10% | Reduce -2.9% | 1,455 | $284K |
| Roman Butler Fullerton & Co. | 0.08% | No change | 1,394 | $284K |
| PKS Advisory Services, LLC | 0.07% | Reduce -45.3% | 1,351 | $283K |
| International Assets Investment Management, LLC | 0.02% | Add +4.6% | 1,453 | $283K |
| LexAurum Advisors, LLC | 0.04% | Reduce -1.7% | 1,447 | $282K |
| Snider Financial Group | 0.08% | Reduce -4.6% | 1,438 | $280K |
| Lazari Capital Management, Inc. | 0.10% | Add +22.3% | 1,430 | $279K |
| Sage Financial Management Group, Inc. | 0.10% | Reduce -2.6% | 1,427 | $278K |
| Keystone Financial Group | 0.03% | Reduce -26.4% | 1,422 | $277K |
| DecisionMap Wealth Management, LLC | 0.19% | Reduce -6.1% | 1,422 | $277K |
| Hollencrest Capital Management | 0.01% | New | 1,421 | $277K |
| Yoder Wealth Management, Inc. | 0.14% | No change | 1,417 | $276K |
| Good Life Advisors, LLC | 0.02% | Add +2.0% | 1,417 | $276K |
| Burney Co./ | 0.01% | Reduce -21.9% | 1,411 | $275K |
| Creekmur Asset Management LLC | 0.05% | No change | 1,407 | $274K |
| Brian Low Financial Group, LLC | 0.26% | — | 1,406 | $274K |
| Kanawha Capital Management LLC | 0.02% | No change | 1,406 | $274K |
| Holland Advisory Services, Inc. | 0.40% | No change | 1,405 | $274K |
| Evensky & Katz LLC | 0.02% | Reduce -2.8% | 1,398 | $273K |
| Forte Capital LLC | 0.03% | New | 1,399 | $273K |
| ICONIQ Capital, LLC | 0.00% | Reduce -1.5% | 1,398 | $273K |
| W.H. Cornerstone Investments Inc. | 0.17% | No change | 1,393 | $272K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | No change | 1,374 | $269K |
| Milestone Investment Advisors LLC | 0.07% | Reduce -29.6% | 1,366 | $266K |
| Uhlmann Price Securities, LLC | 0.19% | Reduce -11.0% | 1,364 | $266K |
| Winthrop Advisory Group LLC | 0.03% | Add +12.2% | 1,342 | $263K |
| Gilman Hill Asset Management, LLC | 0.04% | Reduce -6.9% | 1,348 | $263K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -15.2% | 1,347 | $263K |
| Pennington Partners & Co., LLC | 0.14% | Reduce -3.8% | 1,339 | $262K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.1% | 1,341 | $262K |
| Canandaigua National Trust Co of Florida | 0.19% | Reduce -21.3% | 1,339 | $261K |
| Passive Capital Management, LLC. | 0.08% | No change | 1,310 | $260K |
| Wealth Quarterback LLC | 0.12% | Reduce -33.5% | 1,329 | $259K |
| Headinvest, LLC | 0.06% | Reduce -10.2% | 1,325 | $258K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -1.1% | 1,318 | $257K |
| Claris Advisors, LLC / Mo / | 0.09% | No change | 1,315 | $256K |
| Foundation Wealth Management, LLC\PA | 0.11% | No change | 1,312 | $256K |
| Cobblestone Capital Advisors LLC | 0.01% | Reduce -16.6% | 1,308 | $255K |
| Axim Planning & Wealth | 0.23% | Reduce -16.1% | 1,308 | $255K |
| Capital Investment Counsel, LLC | 0.04% | New | 1,296 | $253K |
| Paragon Advisors, LLC | 0.07% | Add +2.8% | 1,290 | $251K |
| Curi Capital, LLC | 0.00% | New | 1,283 | $251K |
| Brady Martz Wealth Solutions, LLC | 0.05% | Reduce -0.1% | 1,282 | $250K |
| Sonora Investment Management Group, LLC | 0.02% | New | 1,281 | $250K |
| Bogart Wealth, LLC | 0.01% | Add +1.0% | 1,278 | $249K |
| TruWealth Advisors, LLC | 0.01% | No change | 1,269 | $247K |
| Shared Vision Wealth Group LLC | 0.12% | No change | 1,244 | $247K |
| Park Place Capital Corp | 0.06% | No change | 1,229 | $244K |
| Wells Financial Advisors INC | 0.34% | Reduce -7.5% | 1,251 | $244K |
| Liberty Capital Management, Inc. | 0.05% | No change | 1,251 | $244K |
| RCS Financial Planning, LLC | 0.12% | New | 1,241 | $243K |
| Horizon Bancorp Inc. | 0.12% | Reduce -25.5% | 1,242 | $242K |
| Summit Asset Management, LLC | 0.04% | No change | 1,239 | $242K |
| TFC Financial Management, Inc. | 0.03% | Reduce -11.8% | 1,238 | $241K |
| Cherry Creek Investment Advisors, Inc. | 0.11% | Reduce -7.5% | 1,222 | $238K |
| Harbour Capital Advisors, LLC | 0.05% | Reduce -4.0% | 1,187 | $238K |
| Financial Advocates Investment Management | 0.02% | Reduce -80.4% | 1,222 | $238K |
| Berger Financial Group, Inc | 0.02% | Reduce -7.7% | 1,215 | $237K |
| Advisors Capital Management, LLC | 0.00% | New | 1,212 | $236K |
| L. Roy Papp & Associates, LLP | 0.03% | No change | 1,208 | $236K |
| Von Berge Wealth Management Group, LLC | 0.13% | Add +0.2% | 1,153 | $234K |
| Intelligence Driven Advisers, LLC | 0.04% | Reduce -2.1% | 1,189 | $232K |
| Defined Wealth Management, LLC | 0.14% | No change | 1,187 | $232K |
| SilverOak Wealth Management LLC | 0.04% | No change | 1,181 | $230K |
| Balboa Wealth Partners | 0.05% | New | 1,173 | $229K |
| Salomon & Ludwin, LLC | 0.02% | Add +0.2% | 1,140 | $229K |
| Strategic Financial Services, Inc. | 0.01% | No change | 1,165 | $227K |
| Ehrlich Financial Group | 0.15% | Add +4.5% | 1,163 | $227K |
| Andrews, Lucia Wealth Management LLC | 0.15% | No change | 1,160 | $226K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -50.9% | 1,160 | $226K |
| Synergy Asset Management, LLC | 0.03% | New | 1,158 | $226K |
| Archer Investment Corp | 0.05% | Add +1.2% | 1,154 | $225K |
| Hazlett, Burt & Watson, Inc. | 0.09% | Reduce -27.2% | 1,153 | $225K |
| Peirce Capital Management, LLC | 0.10% | New | 1,148 | $224K |
| Vawter Financial, Ltd. | 2.52% | Reduce -91.7% | 1,146 | $223K |
| Holos Integrated Wealth LLC | 0.13% | No change | 1,125 | $223K |
| Insight Inv LLC | 0.15% | No change | 1,143 | $223K |
| Campbell Deegan Wealth Management, LLC | 0.22% | Reduce -22.4% | 1,142 | $223K |
| Murphy Pohlad Asset Management LLC | 0.09% | Add +3.6% | 1,141 | $223K |
| Seven Mile Advisory | 0.13% | No change | 1,135 | $221K |
| Connecticut Wealth Management, LLC | 0.01% | Reduce -7.6% | 1,131 | $220K |
| Sovran Advisors, LLC | 0.02% | New | 1,100 | $220K |
| Angeles Wealth Management, LLC | 0.02% | Add +0.1% | 1,130 | $220K |
| Pinion Investment Advisors, LLC | 0.08% | New | 1,125 | $219K |
| Maridea Wealth Management LLC | 0.06% | No change | 1,119 | $218K |
| Lauterbach Financial Advisors, LLC | 0.12% | New | 1,117 | $218K |
| SVB Wealth LLC | 0.01% | New | 1,115 | $217K |
| Gray Private Wealth, LLC | 0.12% | New | 1,108 | $216K |
| Capital Group Private Client Services, Inc. | 0.00% | Reduce -3.1% | 1,108 | $216K |
| Advisor OS, LLC | 0.02% | New | 1,106 | $216K |
| Moloney Securities Asset Management, LLC | 0.03% | No change | 1,105 | $215K |
| World Equity Group, Inc. | 0.06% | New | 1,103 | $215K |
| Keystone Financial Services, LLC | 0.16% | Reduce -0.2% | 1,100 | $214K |
| Legacy Bridge, LLC | 0.10% | Reduce -5.2% | 1,098 | $214K |
| RFG Holdings, Inc. | 0.06% | Add +0.1% | 1,096 | $214K |
| Jackson, Grant Investment Advisers, Inc. | 0.08% | No change | 1,091 | $213K |
| Woodard & Co. Asset Management Group Inc. | 0.04% | Reduce -8.5% | 1,080 | $211K |
| Silver Oak Wealth Advisors Services, LLC | 0.15% | New | 1,079 | $211K |
| Graney & King, LLC | 0.14% | No change | 1,077 | $210K |
| Prudent Investors Network, Inc. | 0.06% | Reduce -34.0% | 1,075 | $210K |
| Core Wealth Partners LLC | 0.11% | New | 1,073 | $209K |
| Performance Wealth Partners, LLC | 0.01% | New | 1,071 | $209K |
| Independent Wealth Network Inc. | 0.08% | New | 1,067 | $208K |
| Omega Financial Group, LLC | 0.07% | New | 1,058 | $206K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -2.7% | 1,047 | $204K |
| Northstar Group, Inc. | 0.03% | New | 1,045 | $204K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | New | 1,043 | $203K |
| Ipsen Advisor Group LLC | 0.15% | New | 1,042 | $203K |
| WPG Advisers, LLC | 0.17% | Reduce -3.7% | 1,040 | $203K |
| Schulz Wealth, LTD. | 0.15% | New | 1,039 | $203K |
| Copperwynd Financial, LLC | 0.05% | New | 1,037 | $202K |
| GatePass Capital, LLC | 0.14% | Reduce -34.6% | 1,035 | $202K |
| Beaumont Financial Advisors, LLC | 0.01% | New | 1,035 | $202K |
| Key Financial Inc | 0.04% | Add +0.7% | 1,032 | $201K |
| Smithbridge Asset Management Inc. | 0.04% | New | 1,030 | $201K |
| Lifeworks Advisors, LLC | 0.03% | New | 1,029 | $201K |
| Satovsky Asset Management LLC | 0.04% | Reduce -4.8% | 1,027 | $200K |
| River Wealth Advisors LLC | 0.02% | Reduce -23.5% | 1,026 | $200K |
| Advantage Trust Co | 0.10% | No change | 1,000 | $195K |
| Community Bank, N.A. | 0.03% | No change | 1,000 | $195K |
| Maseco LLP | 0.01% | — | 1,000 | $195K |
| Johnson Financial Group, Inc. | 0.01% | Add +415.5% | 995 | $195K |
| N.E.W. Advisory Services LLC | 0.02% | Reduce -30.3% | 989 | $193K |
| Rothschild Investment LLC | 0.01% | Add +1.4% | 986 | $192K |
| Lanark Financial, Inc. | 0.02% | No change | 989 | $192K |
| Mb, Levis & Associates, LLC | 0.08% | Add +33.6% | 971 | $189K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -1.0% | 958 | $187K |
| Operose Advisors LLC | 0.05% | Add +15.5% | 922 | $180K |
| LRI Investments, LLC | 0.02% | No change | 918 | $179K |
| Whipplewood Advisors, LLC | 0.10% | Add +246.2% | 914 | $178K |
| First PREMIER Bank | 0.04% | Reduce -14.2% | 910 | $177K |
| Sierra Ocean, LLC | 0.13% | No change | 906 | $177K |
| Sound Income Strategies, LLC | 0.01% | Add +158.3% | 904 | $176K |
| Kennebec Savings Bank | 0.17% | No change | 900 | $176K |
| Bare Financial Services, Inc | 0.06% | No change | 873 | $170K |
| Abound Wealth Management | 0.05% | Reduce -4.1% | 866 | $169K |
| Total Investment Management Inc. | 0.02% | Reduce -50.2% | 857 | $167K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.27% | No change | 844 | $165K |
| New Republic Capital, LLC | 0.06% | Reduce -3.8% | 818 | $160K |
| WealthCollab, LLC | 0.09% | No change | 820 | $160K |
| Arcadia Investment Advisors LLC | 0.08% | New | 811 | $158K |
| Addison Advisors LLC | 0.04% | Add +7.9% | 790 | $154K |
| Proffitt & Goodson Inc. | 0.02% | No change | 783 | $153K |
| Dagco, Inc. | 0.04% | No change | 770 | $150K |
| Atlantic Union Bankshares Corp | 0.00% | New | 760 | $148K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 718 | $140K |
| Crewe Advisors LLC | 0.02% | Add +3.2% | 716 | $140K |
| Curio Wealth, LLC | 0.06% | Add +23433.3% | 706 | $138K |
| Nalls Sherbakoff Group, LLC | 0.10% | Add +1181.8% | 705 | $137K |
| Colony Family Offices, LLC | 0.04% | Add +9.6% | 694 | $136K |
| Glen Eagle Advisors, LLC | 0.02% | Reduce -29.5% | 677 | $132K |
| Atlantic Private Wealth, LLC | 0.09% | No change | 673 | $131K |
| McIlrath & Eck, LLC | 0.01% | No change | 668 | $130K |
| West Paces Advisors Inc. | 0.03% | No change | 666 | $130K |
| Thompson Investment Management, Inc. | 0.02% | No change | 635 | $124K |
| MV Capital Management, Inc. | 0.01% | No change | 633 | $123K |
| Lazard Asset Management LLC | 0.00% | No change | 610 | $118K |
| Field & Main Bank | 0.04% | No change | 600 | $117K |
| GAMMA Investing LLC | 0.01% | Add +5.9% | 593 | $116K |
| Brooklyn Investment Group | 0.01% | Reduce -0.7% | 584 | $114K |
| 10Elms LLP | 0.12% | No change | 562 | $110K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -75.0% | 557 | $109K |
| Investors Research Corp | 0.02% | No change | 546 | $106K |
| Tanglewood Legacy Advisors, LLC | 0.04% | Add +24.5% | 539 | $105K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 537 | $105K |
| Ameriflex Group, Inc. | 0.05% | Add +18.6% | 517 | $101K |
| Centricity Wealth Management, LLC | 0.08% | No change | 517 | $101K |
| Fairscale Capital, LLC | 0.07% | No change | 502 | $100K |
| Bradley & Co. Private Wealth Management, LLC | 0.06% | No change | 506 | $99K |
| Wagner Wealth Management, LLC | 0.02% | Add +70.3% | 504 | $98K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 500 | $98K |
| SYM FINANCIAL Corp | 0.01% | No change | 500 | $98K |
| Sachetta, LLC | 0.04% | Reduce -2.6% | 490 | $96K |
| Valley National Advisers Inc. | 0.02% | No change | 491 | $95K |
| Keener Financial Planning LLC | 0.05% | Add +128.9% | 467 | $91K |
| Bfsg, LLC | 0.01% | Reduce -17.9% | 459 | $90K |
| Strategic Wealth Partners, Ltd. | 0.01% | — | 444 | $87K |
| Gen-Wealth Partners Inc | 0.03% | Add +0.5% | 435 | $85K |
| Old Second National Bank of Aurora | 0.02% | Reduce -8.3% | 428 | $83K |
| TCTC Holdings, LLC | 0.00% | No change | 423 | $82K |
| Crowley Wealth Management, Inc. | 0.07% | No change | 404 | $79K |
| Systematic Financial Management LP | 0.00% | Reduce -39.6% | 401 | $78K |
| Mechanics Financial Corp | 0.03% | No change | 400 | $78K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | No change | 400 | $78K |
| Breakwater Investment Management | 0.03% | No change | 386 | $75K |
| DHJJ Financial Advisors, Ltd. | 0.03% | Reduce -1.3% | 378 | $74K |
| American Capital Advisory, LLC | 0.04% | No change | 375 | $73K |
| Van Den Berg Management I, Inc. | 0.02% | No change | 370 | $72K |
| Private Wealth Asset Management, LLC | 0.01% | Add +56.5% | 363 | $71K |
| Cape Investment Advisory, Inc. | 0.03% | Add +1.1% | 354 | $69K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 345 | $67K |
| JDM Financial Group LLC | 0.03% | No change | 341 | $66K |
| Hurley Capital, LLC | 0.04% | Reduce -43.0% | 325 | $63K |
| Beacon Capital Management, LLC | 0.01% | No change | 319 | $62K |
| Quest 10 Wealth Builders, Inc. | 0.06% | No change | 319 | $62K |
| Peachtree Investment Partners, LLC | 0.02% | No change | 316 | $62K |
| Rossby Financial, LCC | 0.02% | Reduce -1.6% | 315 | $61K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +17.7% | 306 | $60K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -36.2% | 305 | $59K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -76.5% | 303 | $59K |
| Wallace Hart LLC | 0.05% | New | 298 | $58K |
| SJS Investment Consulting Inc. | 0.01% | No change | 298 | $58K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 290 | $56K |
| Compass Planning Associates Inc | 0.05% | Add +7.0% | 289 | $56K |
| Alerus Financial NA | 0.00% | New | 274 | $53K |
| Vermillion Wealth Management, Inc. | 0.02% | Reduce -1.2% | 253 | $49K |
| Retirement Wealth Solutions LLC | 0.04% | New | 250 | $49K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 248 | $48K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 245 | $48K |
| IAG Wealth Partners, LLC | 0.01% | Reduce -15.5% | 245 | $48K |
| Rise Advisors, LLC | 0.02% | Reduce -8.0% | 242 | $47K |
| Kilter Group LLC | 0.02% | New | 241 | $47K |
| Barclays PLC | 0.00% | No change | 240 | $47K |
| Perritt Capital Management Inc | 0.02% | No change | 238 | $47K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -90.0% | 232 | $45K |
| Horrell Capital Management, Inc. | 0.02% | No change | 232 | $45K |
| Park Square Financial Group, LLC | 0.03% | Add +21.1% | 230 | $45K |
| Tidemark, LLC | 0.01% | No change | 230 | $45K |
| MeadowBrook Investment Advisors LLC | 0.04% | No change | 225 | $44K |
| 2UniFi Bank | 0.02% | Add +9.8% | 225 | $44K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -25.8% | 219 | $44K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 215 | $42K |
| Cardinal Strategic Wealth Guidance | 0.01% | No change | 210 | $41K |
| Parkworth Wealth Management, Inc. | 0.03% | No change | 210 | $41K |
| Hantz Financial Services, Inc. | 0.00% | No change | 204 | $40K |
| JNBA Financial Advisors | 0.00% | Add +137.2% | 204 | $40K |
| Eastern Bank | 0.00% | No change | 203 | $40K |
| Redwood Park Advisors LLC | 0.03% | No change | 200 | $39K |
| Orion Capital Management LLC | 0.01% | No change | 196 | $38K |
| Compass Financial Services Inc | 0.02% | New | 195 | $38K |
| Millstone Evans Group, LLC | 0.03% | Add +4.9% | 194 | $38K |
| Pinney & Scofield, Inc. | 0.03% | No change | 192 | $37K |
| Matrix Private Capital Group LLC | 0.02% | No change | 190 | $37K |
| Horizon Financial Services, LLC | 0.02% | Reduce -12.8% | 184 | $36K |
| Heritage Wealth Advisors | 0.00% | Add +190.5% | 183 | $36K |
| Front Row Advisors LLC | 0.01% | New | 177 | $35K |
| Financial Gravity Companies, Inc. | 0.01% | — | 170 | $33K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 169 | $33K |
| ORG Partners LLC | 0.01% | No change | 164 | $33K |
| Team Financial Group, LLC | 0.01% | New | 156 | $30K |
| Traub Capital Management LLC | 0.03% | — | 155 | $30K |
| Blume Capital Management, Inc. | 0.01% | New | 148 | $29K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 143 | $28K |
| Delta Asset Management LLC | 0.00% | No change | 143 | $28K |
| Berkshire Money Management, Inc. | 0.00% | New | 125 | $24K |
| Sunbelt Securities, Inc. | 0.00% | Add +1.6% | 123 | $24K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 124 | $24K |
| Marquette Asset Management, LLC | 0.00% | No change | 124 | $24K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 123 | $24K |
| Pin Oak Investment Advisors Inc. | 0.02% | New | 212 | $24K |
| Oakworth Capital, Inc. | 0.00% | No change | 120 | $23K |
| LGT Financial Advisors LLC | 0.06% | No change | 118 | $23K |
| Country Trust Bank | 0.00% | No change | 114 | $22K |
| Fairman Group, LLC | 0.02% | No change | 110 | $21K |
| Red Lighthouse Investment Management, LLC | 0.01% | Reduce -67.1% | 110 | $21K |
| Signature Resources Capital Management, LLC | 0.01% | Reduce -4.5% | 107 | $21K |
| New England Capital Financial Advisors LLC | 0.01% | Reduce -44.6% | 107 | $21K |
| EMC Capital Management | 0.01% | No change | 100 | $20K |
| Financial Management Professionals, Inc. | 0.00% | No change | 100 | $20K |
| Broadwater Capital Management LLC | 0.02% | Add +19401.0% | 19,501 | $20K |
| MilWealth Group LLC | 0.01% | No change | 100 | $20K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 95 | $19K |
| Westside Investment Management, Inc. | 0.00% | No change | 97 | $19K |
| Tompkins Financial Corp. | 0.00% | No change | 97 | $19K |
| Mid-American Wealth Advisory Group, Inc. | 0.01% | New | 94 | $18K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | No change | 94 | $18K |
| BTG Pactual Asset Management US LLC | 0.00% | New | 93 | $18K |
| Highline Wealth Partners LLC | 0.01% | No change | 92 | $18K |
| Private Wealth Management Group, LLC | 0.01% | No change | 91 | $18K |
| Albion Financial Group | 0.00% | No change | 91 | $18K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -4.4% | 87 | $17K |
| Morris Financial Concepts, Inc. | 0.01% | Add +19.4% | 86 | $17K |
| Bellevue Asset Management, LLC | 0.01% | Add +1.2% | 84 | $16K |
| Legacy Investment Solutions, LLC | 0.01% | — | 83 | $16K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 83 | $16K |
| Pineridge Advisors LLC | 0.01% | No change | 83 | $16K |
| Elevate Wealth Advisory, Inc. | 0.01% | New | 78 | $15K |
| Zions Bancorporation, National Association | 0.00% | No change | 78 | $15K |
| Union Savings Bank | 0.01% | No change | 75 | $15K |
| Main Street Group, LTD | 0.01% | Reduce -13.9% | 74 | $14K |
| Delos Wealth Advisors, LLC | 0.01% | New | 73 | $14K |
| YANKCOM Partnership | 0.01% | No change | 70 | $14K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Add +3.0% | 68 | $13K |
| Dynamic Wealth Strategies, LLC | 0.01% | New | 63 | $12K |
| CNB Bank | 0.01% | No change | 63 | $12K |
| Anfield Capital Management, LLC | 0.00% | No change | 63 | $12K |
| Roble, Belko & Company, Inc | 0.00% | No change | 64 | $12K |
| Mycio Wealth Partners, LLC | 0.00% | No change | 57 | $11K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | No change | 56 | $11K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -57.7% | 55 | $11K |
| DT Investment Partners, LLC | 0.00% | No change | 55 | $11K |
| Tucker Asset Management LLC | 0.00% | New | 54 | $11K |
| Gleason Group, Inc. | 0.00% | No change | 52 | $10K |
| MCF Advisors LLC | 0.00% | No change | 50 | $10K |
| NFSG Corp | 0.00% | Reduce -28.6% | 50 | $10K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 50 | $10K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 49 | $10K |
| Valued Wealth Advisors LLC | 0.00% | No change | 48 | $9K |
| Bernard Wealth Management Corp. | 0.00% | No change | 47 | $9K |
| Kessler Investment Group, LLC | 0.00% | No change | 47 | $9K |
| Navigoe, LLC | 0.01% | Add +32.4% | 49 | $9K |
| Armor Investment Advisors, LLC | 0.00% | No change | 46 | $9K |
| Aventura Private Wealth, LLC | 0.00% | No change | 45 | $9K |
| Evolution Wealth Management Inc. | 0.01% | — | 41 | $8K |
| Crews Bank & Trust | 0.00% | No change | 40 | $8K |
| FSA Wealth Management LLC | 0.00% | No change | 40 | $8K |
| Howe & Rusling Inc. | 0.00% | New | 39 | $8K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Reduce -53.2% | 37 | $7K |
| Steph & Co. | 0.00% | No change | 37 | $7K |
| First Financial Corp. | 0.00% | No change | 35 | $7K |
| DecisionPoint Financial, LLC | 0.00% | No change | 34 | $7K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | New | 34 | $7K |
| Hughes Financial Services, LLC | 0.00% | Reduce -62.9% | 33 | $7K |
| Richards, Merrill & Peterson, Inc. | 0.00% | No change | 32 | $6K |
| Nova Wealth Management, Inc. | 0.00% | Add +0.0% | 31 | $6K |
| Christopher J. Hasenberg, Inc | 0.00% | Reduce -34.8% | 30 | $6K |
| ROSS\JOHNSON & Associates LLC | 0.11% | No change | 28 | $5K |
| Clearstead Trust, LLC | 0.00% | Reduce -89.6% | 26 | $5K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 26 | $5K |
| Provenance Wealth Advisors, LLC | 0.00% | Reduce -71.3% | 25 | $5K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | Add +14.3% | 24 | $5K |
| HFM Investment Advisors, LLC | 0.00% | Reduce -4.5% | 21 | $4K |
| Winch Advisory Services, LLC | 0.00% | No change | 20 | $4K |
| Costello Asset Management, INC | 0.00% | Add +1900.0% | 20 | $4K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 19 | $4K |
| FWL Investment Management, LLC | 0.00% | No change | 17 | $3K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 16 | $3K |
| North Ridge Wealth Advisors, Inc. | 0.00% | New | 14 | $3K |
| Global Trust Asset Management, LLC | 0.00% | No change | 13 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 13 | $3K |
| Register Financial Advisors LLC | 0.00% | No change | 12 | $2K |
| EPG Wealth Management LLC | 0.00% | Reduce -83.8% | 12 | $2K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 12 | $2K |
| Coston, McIsaac & Partners | 0.00% | No change | 15 | $2K |
| Hanson & Doremus Investment Management | 0.00% | New | 10 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 9 | $2K |
| Nemes Rush Group LLC | 0.00% | Reduce -99.8% | 9 | $2K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 7 | $1K |
| MPWM Advisory Solutions, LLC | 0.00% | Reduce -79.4% | 7 | $1K |
| Hopwood Financial Services, Inc. | 0.00% | No change | 5 | $976 |
| Gables Capital Management Inc. | 0.00% | No change | 5 | $975 |
| Fairway Wealth LLC | 0.00% | Reduce -97.7% | 4 | $780 |
| Spurstone Advisory Services, LLC | 0.01% | No change | 3 | $585 |
| St Germain D J Co. Inc. | 0.00% | Reduce -96.4% | 2 | $390 |
| Concord Wealth Partners | 0.00% | Reduce -97.2% | 1 | $200 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 1 | $196 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 1 | $196 |
"% 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.