Vngrd Mrngst SL-CP Val ETF-UVBRETF
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 1,576 institutions reported holding Vngrd Mrngst SL-CP Val ETF-U (VBR) in their 13F filings, up 14 from Q2 2025. 97 opened new positions and 71 sold out. The largest holders were Bank of America Corp. ($3.2B), Assetmark, Inc. ($890.4M) and Morgan Stanley ($799.5M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vngrd Mrngst SL-CP Val ETF-U
- Filed as
- VANGUARD INDEX FDS (Q3 2025)
- CUSIP
- 922908611
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 97 | $125.6M |
| Exits | 71 | $48.7M |
All 13F filers, Q2 2025 → Q3 2025: 2,824,269 shares bought and 2,638,060 shares sold, net +186,209 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,576 holders
| Bank of America Corp. | 0.24% | Add +1.4% | 15,438,804 | $3.2B |
| Assetmark, Inc. | 1.91% | Reduce -2.2% | 4,266,021 | $890.4M |
| Morgan Stanley | 0.05% | Reduce -0.9% | 3,830,880 | $799.5M |
| Betterment LLC | 1.28% | Reduce -3.1% | 3,100,066 | $647.0M |
| Wells Fargo & Company | 0.08% | Reduce -1.8% | 1,776,642 | $370.8M |
| Envestnet Asset Management Inc. | 0.10% | Reduce -2.5% | 1,659,874 | $346.4M |
| Aspiriant, LLC | 9.75% | Add +3.0% | 1,527,300 | $318.8M |
| Sei Investments Co. | 0.33% | Add +1.8% | 1,452,261 | $303.1M |
| UBS Group AG | 0.06% | Reduce -11.3% | 1,449,131 | $302.4M |
| LPL Financial LLC | 0.09% | Reduce -0.5% | 1,430,106 | $298.5M |
| Captrust Financial Advisors | 0.52% | Add +7.7% | 1,224,488 | $255.6M |
| Cetera Investment Advisers | 0.26% | Add +21.6% | 1,070,900 | $223.5M |
| Raymond James Financial Inc. | 0.06% | Add +3.0% | 951,299 | $198.5M |
| Jones Financial Companies LLLP | 0.13% | Reduce -14.7% | 906,506 | $189.8M |
| Osaic Holdings, Inc. | 0.26% | Add +9.0% | 885,454 | $185.0M |
| Tiaa Trust, National Association | 0.43% | Add +9.3% | 855,498 | $178.6M |
| PNC Financial Services Group, Inc. | 0.10% | Add +5.5% | 823,826 | $171.9M |
| HighTower Advisors, LLC | 0.19% | Reduce -0.8% | 815,198 | $170.1M |
| Allworth Financial LP | 0.75% | Add +1.8% | 809,011 | $168.8M |
| Choreo, LLC | 2.15% | Add +1.0% | 785,889 | $164.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.7% | 727,231 | $151.8M |
| Ameriprise Financial Inc. | 0.04% | Reduce -1.7% | 726,669 | $151.7M |
| Mather Group, Llc. | 1.34% | Reduce -27.0% | 637,311 | $133.0M |
| Efficient Advisors, LLC | 7.24% | Add +0.8% | 615,422 | $128.4M |
| Commonwealth Equity Services, LLC | 0.16% | Reduce -11.5% | 589,386 | $123.0M |
| Focus Partners Wealth | 0.19% | Reduce -21.1% | 552,460 | $115.3M |
| Rwa Wealth Partners, LLC | 1.15% | Add +3.5% | 483,851 | $101.0M |
| Royal Bank of Canada | 0.02% | Reduce -4.0% | 483,663 | $100.9M |
| Mill Creek Capital Advisors, LLC | 2.07% | Reduce -0.2% | 482,541 | $100.7M |
| Park Avenue Securities LLC | 0.77% | Add +17.3% | 471,888 | $98.5M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Reduce -4.0% | 460,904 | $96.2M |
| Mariner, LLC | 0.12% | Add +1.8% | 460,317 | $96.1M |
| Rockefeller Capital Management L.P. | 0.18% | Add +2.5% | 451,626 | $94.3M |
| Moneta Group Investment Advisors LLC | 0.75% | Add +2.8% | 449,384 | $93.8M |
| JMG Financial Group, Ltd. | 2.35% | Reduce -0.8% | 394,828 | $82.4M |
| Retirement Investment Advisors, Inc. | 6.70% | Add +1.7% | 386,047 | $80.6M |
| Retirement Systems of Alabama | 0.27% | No change | 382,480 | $79.8M |
| Stephens Group Asset Management, LLC | 5.32% | Reduce -16.6% | 378,525 | $79.0M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +3.6% | 367,568 | $76.7M |
| Wealthspire Advisors, LLC | 0.39% | Add +0.7% | 359,466 | $75.0M |
| Modera Wealth Management, LLC | 0.87% | Reduce -1.1% | 358,443 | $74.8M |
| United Capital Financial Advisors, LLC | 0.53% | Reduce -6.2% | 349,701 | $73.0M |
| Bank of Montreal | 0.03% | Reduce -8.4% | 349,500 | $72.9M |
| Stifel Financial Corp. | 0.06% | Add +2.3% | 339,403 | $70.8M |
| Corient Private Wealth LP | 0.11% | Add +62.1% | 322,615 | $67.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -11.4% | 316,472 | $66.1M |
| Rodgers & Associates, LTD | 6.76% | Reduce -0.8% | 314,416 | $65.6M |
| Mokosak Advisory Group, LLC | 16.91% | Add +1.6% | 309,726 | $64.6M |
| Creative Planning | 0.05% | Add +3.2% | 307,216 | $64.1M |
| 1832 Asset Management L.P. | 0.11% | Reduce -4.2% | 302,556 | $63.1M |
| Savant Capital, LLC | 0.38% | Add +13.4% | 299,873 | $62.6M |
| Cresset Asset Management, LLC | 0.27% | Add +6.0% | 297,423 | $62.4M |
| Bragg Financial Advisors, Inc | 2.03% | Reduce -4.1% | 294,047 | $61.4M |
| Financial Advisory Corp | 8.69% | Add +2.5% | 282,758 | $59.0M |
| Mason Investment Advisory Services, Inc. | 2.93% | Add +0.1% | 281,484 | $58.7M |
| Stephens Inc. | 0.71% | Reduce -0.6% | 268,397 | $56.0M |
| Exencial Wealth Advisors, LLC | 1.82% | Reduce -2.2% | 267,656 | $55.9M |
| Cerity Partners LLC | 0.09% | Add +0.7% | 255,634 | $53.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -4.7% | 255,384 | $53.3M |
| Wit, LLC | 1.18% | No change | 250,167 | $52.2M |
| Bailard, Inc. | 1.12% | Add +0.5% | 247,841 | $51.7M |
| Thompson Siegel & Walmsley LLC | 0.81% | Add +0.2% | 239,216 | $49.9M |
| Zhang Financial LLC | 2.00% | Reduce -0.2% | 236,207 | $49.3M |
| Inspirion Wealth Advisors, LLC | 6.30% | Reduce -3.3% | 224,362 | $45.0M |
| Truist Financial Corp. | 0.06% | Add +5.3% | 214,208 | $44.7M |
| Abacus Planning Group, Inc. | 6.13% | Add +3.4% | 212,793 | $44.4M |
| Equitable Holdings, Inc. | 0.32% | Add +11.7% | 210,170 | $43.9M |
| MML Investors Services, LLC | 0.11% | Reduce -16.4% | 204,984 | $42.8M |
| Foster Group, Inc. | 1.30% | Reduce -2.5% | 198,947 | $41.5M |
| Summit Financial, LLC | 0.62% | Reduce -4.4% | 194,255 | $40.5M |
| 25 LLC | 13.66% | Add +0.4% | 192,208 | $40.1M |
| Opal Wealth Advisors, LLC | 10.91% | Add +2.1% | 187,821 | $39.2M |
| Comprehensive Financial Management LLC | 1.07% | No change | 184,376 | $38.7M |
| Strategies Wealth Advisors, LLC | 3.75% | Add +0.9% | 172,619 | $36.0M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -3.3% | 170,530 | $35.6M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -3.0% | 168,115 | $35.1M |
| Waldron Private Wealth LLC | 1.41% | Reduce -1.0% | 166,158 | $34.8M |
| Merit Financial Group, LLC | 0.31% | Reduce -5.2% | 160,742 | $33.5M |
| Sanctuary Advisors, LLC | 0.18% | Add +2.7% | 153,674 | $32.1M |
| Pathstone Holdings, LLC | 0.12% | Reduce -5.9% | 152,877 | $31.9M |
| US Bancorp \de | 0.04% | Add +2.5% | 151,611 | $31.7M |
| Asset Management Group, Inc. | 5.08% | Reduce -0.5% | 148,685 | $31.0M |
| Private Advisor Group, LLC | 0.15% | Add +15.2% | 145,188 | $30.3M |
| Verus Financial Partners, Inc. | 2.90% | Reduce -2.6% | 144,562 | $30.2M |
| NewEdge Advisors, LLC | 0.14% | Add +1.2% | 144,361 | $30.1M |
| Kestra Advisory Services, LLC | 0.14% | Add +18.5% | 142,807 | $29.8M |
| Marotta Asset Management | 5.42% | Add +3.3% | 137,510 | $28.8M |
| Baird Financial Group, Inc. | 0.05% | Reduce -0.0% | 137,590 | $28.7M |
| Aaron Wealth Advisors LLC | 1.72% | Add +41.5% | 136,680 | $28.5M |
| Comerica Bank | 0.11% | Reduce -4.1% | 135,364 | $28.3M |
| Wealth Architects, LLC | 2.64% | Reduce -0.3% | 133,972 | $28.0M |
| Northwest Quadrant Wealth Management, LLC | 5.88% | Reduce -1.3% | 133,429 | $27.8M |
| FMR LLC | 0.00% | Add +1.0% | 133,380 | $27.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.56% | Reduce -0.3% | 132,274 | $27.6M |
| World Investment Advisors | 0.56% | Add +1650.1% | 131,710 | $27.5M |
| McAdam, LLC | 1.34% | Add +1.4% | 130,500 | $27.2M |
| Focus Partners Advisor Solutions, LLC | 0.31% | Reduce -6.5% | 130,556 | $27.1M |
| Brickley Wealth Management | 4.52% | Add +0.0% | 124,278 | $25.9M |
| Grey Fox Wealth Advisors, LLC | 5.13% | Add +4.5% | 119,982 | $25.2M |
| Plante Moran Financial Advisors, LLC | 1.55% | Add +3.0% | 118,432 | $24.7M |
| Pasadena Private Wealth, LLC | 3.56% | Add +0.8% | 118,139 | $24.7M |
| BHK Investment Advisors, LLC | 9.08% | Reduce -0.8% | 116,464 | $24.3M |
| Silver Coast Investments LLC | 8.21% | Reduce -2.8% | 114,502 | $23.9M |
| Natixis Advisors, LLC | 0.03% | Add +13.1% | 113,178 | $23.6M |
| Shakespeare Wealth Management, LLC | 5.30% | Add +1.8% | 111,542 | $23.3M |
| Total Wealth Planning, LLC | 2.62% | Add +0.9% | 108,675 | $22.7M |
| Fiducient Advisors LLC | 2.59% | Add +0.3% | 105,738 | $22.2M |
| Atria Investments, Inc | 0.25% | Add +2.9% | 106,136 | $22.2M |
| Whitaker-Myers Wealth Managers, LTD. | 4.59% | Add +7.7% | 100,778 | $21.0M |
| Balance Wealth Partners LLC | 5.18% | New | 100,413 | $21.0M |
| Partners in Financial Planning | 3.62% | Reduce -0.3% | 100,216 | $20.9M |
| Beacon Pointe Advisors, LLC | 0.18% | Reduce -2.0% | 99,499 | $20.8M |
| PDS Planning, Inc | 1.43% | Reduce -1.2% | 99,014 | $20.7M |
| Coastline Trust Co | 2.18% | Reduce -0.7% | 97,182 | $20.3M |
| Empowered Funds, LLC | 0.20% | Add +12.8% | 96,186 | $20.1M |
| Avion Wealth | 4.21% | Reduce -0.4% | 94,038 | $19.6M |
| Avior Wealth Management, LLC | 0.63% | Add +0.8% | 93,655 | $19.5M |
| TrueWealth Financial Partners | 9.94% | Add +5.2% | 93,357 | $19.5M |
| NorthCoast Asset Management LLC | 0.07% | Reduce -3.3% | 90,078 | $18.8M |
| Johnson Investment Counsel Inc. | 0.15% | Add +2.8% | 86,615 | $18.1M |
| Gallagher Fiduciary Advisors, LLC | 0.66% | Reduce -1.1% | 86,220 | $18.0M |
| Studio Investment Management LLC | 3.38% | Reduce -8.5% | 85,498 | $17.9M |
| Fifth Third Bancorp | 0.06% | Reduce -3.8% | 85,084 | $17.8M |
| Strategic Investment Advisors / MI | 1.58% | Reduce -71.0% | 24,761 | $17.6M |
| Marmo Financial Group, LLC | 8.52% | New | 84,273 | $17.6M |
| &partners | 0.11% | Add +18.5% | 82,863 | $17.3M |
| Brooklyn FI, LLC | 3.84% | Add +10.2% | 82,092 | $17.1M |
| Glenmede Investment Management, LP | 0.08% | Add +1.1% | 81,435 | $17.0M |
| Sequoia Financial Advisors, LLC | 0.10% | Reduce -0.8% | 81,022 | $16.9M |
| Hillman Co. | 5.05% | No change | 78,406 | $16.4M |
| Performa Ltd (US), LLC | 4.29% | Add +0.2% | 77,500 | $16.2M |
| Family CFO Inc | 7.38% | Add +1.3% | 76,761 | $16.0M |
| LMG Wealth Partners, LLC | 2.93% | Add +0.1% | 75,554 | $15.8M |
| Robinswood Financial LLC | 5.23% | Add +2.2% | 75,138 | $15.7M |
| D.A. Davidson & Co. | 0.10% | Add +23.1% | 74,308 | $15.5M |
| Quest Investment Management LLC | 1.63% | No change | 74,298 | $15.5M |
| Capital Wealth Management, LLC | 5.39% | Add +1.6% | 74,236 | $15.5M |
| Steward Partners Investment Advisory, LLC | 0.09% | Reduce -2.9% | 73,949 | $15.4M |
| Presilium Private Wealth, LLC | 2.92% | Add +1.7% | 73,710 | $15.4M |
| Benjamin Edwards Inc. | 0.17% | Reduce -1.1% | 72,561 | $15.1M |
| Traveka Wealth, LLC | 6.66% | Reduce -6.4% | 71,492 | $14.9M |
| Meridian Wealth Management, LLC | 0.57% | Add +5.3% | 70,654 | $14.7M |
| Arvest Investments, Inc. | 2.11% | Add +1.4% | 70,561 | $14.7M |
| Checchi Capital Advisers, LLC | 1.00% | Add +25.5% | 69,640 | $14.5M |
| Symmetry Partners, LLC | 1.57% | Add +27.7% | 69,126 | $14.4M |
| Tradition Wealth Management, LLC | 1.07% | Reduce -1.5% | 69,035 | $14.4M |
| Black Diamond Financial, LLC | 1.61% | Add +66.8% | 68,848 | $14.4M |
| Bartlett & Co. Wealth Management LLC | 0.19% | Reduce -3.4% | 68,260 | $14.3M |
| Jacobsen Capital Management | 4.82% | Reduce -4.7% | 68,089 | $14.2M |
| Phillips Financial Management, LLC | 0.94% | Reduce -0.4% | 68,043 | $14.2M |
| Texas Yale Capital Corp. | 0.45% | Add +0.0% | 67,849 | $14.2M |
| Peapack Gladstone Financial Corp. | 0.18% | Add +4.4% | 66,678 | $13.9M |
| Bank of New York Mellon Corp | 0.00% | Add +11.9% | 66,430 | $13.9M |
| BancFirst Trust & Investment Management | 5.23% | Add +4.5% | 65,865 | $13.7M |
| Victory Financial Group, LLC | 1.88% | Add +7.0% | 65,592 | $13.7M |
| Advisory Services Network, LLC | 0.20% | Add +2.8% | 64,069 | $13.4M |
| Apella Capital, LLC | 0.30% | Add +1.6% | 65,073 | $13.4M |
| Ancora Advisors LLC | 0.27% | Add +0.4% | 63,546 | $13.3M |
| MAI Capital Management | 0.08% | Add +18.0% | 62,945 | $13.1M |
| HB Wealth Management, LLC | 0.09% | Reduce -0.1% | 61,593 | $12.9M |
| Weinberger Asset Management, Inc | 4.61% | Add +2.3% | 61,012 | $12.7M |
| Payne Capital Management, LLC | 4.06% | Add +13.8% | 60,372 | $12.6M |
| Baltimore-Washington Financial Advisors, Inc. | 0.54% | Add +16.2% | 60,303 | $12.6M |
| Financial Synergies Wealth Advisors, Inc. | 1.26% | Add +0.1% | 59,624 | $12.4M |
| Compound Planning, Inc. | 0.40% | Add +3.2% | 59,019 | $12.3M |
| Jmac Enterprises LLC | 2.42% | Add +2.7% | 58,592 | $12.2M |
| Shepherd Financial Partners LLC | 1.16% | Reduce -2.2% | 58,512 | $12.2M |
| Cherry Tree Wealth Management, LLC | 2.68% | Add +1.8% | 58,402 | $12.2M |
| Fourpath Capital Management, LLC | 1.73% | New | 58,341 | $12.2M |
| Center for Financial Planning, Inc. | 1.29% | Reduce -0.9% | 58,024 | $12.1M |
| Garde Capital, Inc. | 0.61% | Reduce -1.8% | 57,789 | $12.1M |
| Flywheel Private Wealth LLC | 9.34% | Add +7.4% | 57,287 | $12.0M |
| Eagle Strategies LLC | 1.59% | Add +19.6% | 56,854 | $11.9M |
| Praetorian Wealth Management, Inc. | 2.42% | Add +0.8% | 56,621 | $11.8M |
| Pure Financial Advisors, LLC | 0.19% | Add +3.6% | 56,174 | $11.7M |
| M&T Bank Corp | 0.04% | Reduce -5.2% | 55,036 | $11.5M |
| Wharton Business Group, LLC | 0.50% | Reduce -2.8% | 54,721 | $11.4M |
| Willis Investment Counsel | 0.62% | Add +0.2% | 54,448 | $11.4M |
| Veery Capital, LLC | 3.55% | Add +3.2% | 53,910 | $11.3M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -7.6% | 53,603 | $11.2M |
| Sepio Capital, LP | 0.66% | Reduce -2.8% | 53,357 | $11.1M |
| Cwm, LLC | 0.03% | Reduce -13.2% | 53,129 | $11.1M |
| Fee-Only Financial Planning, L.C. | 6.44% | Reduce -1.5% | 52,884 | $11.0M |
| Blair William & Co. | 0.03% | Add +1.3% | 52,221 | $10.9M |
| Lansing Street Advisors | 2.88% | Add +6.5% | 51,716 | $10.8M |
| Firestone Capital Management | 2.32% | Add +2.1% | 51,514 | $10.8M |
| Steele Capital Management, Inc. | 0.47% | Reduce -12.9% | 51,041 | $10.7M |
| Vestmark Advisory Solutions, Inc. | 0.20% | New | 50,629 | $10.6M |
| Highland Capital Management, LLC | 0.53% | Reduce -2.3% | 50,513 | $10.5M |
| Joel Isaacson & Co., LLC | 0.38% | Add +1.8% | 50,316 | $10.5M |
| Bishop & Co Investment Management, LLC | 3.49% | Add +2.7% | 50,013 | $10.4M |
| Gladwyn Financial Advisors, Inc. | 7.48% | Add +1.1% | 49,910 | $10.4M |
| Capital Advantage, Inc. | 1.56% | Add +1.9% | 49,714 | $10.4M |
| Concurrent Investment Advisors, LLC | 0.18% | Reduce -2.0% | 49,701 | $10.4M |
| LMCG Investments, LLC | 0.61% | Reduce -4.6% | 49,695 | $10.4M |
| Family Wealth Partners, LLC | 3.87% | Add +3.9% | 49,445 | $10.3M |
| CX Institutional | 0.31% | Add +1.1% | 48,620 | $10.1M |
| One Degree Advisors Inc | 3.10% | Add +4.5% | 48,423 | $10.1M |
| Kestra Private Wealth Services, LLC | 0.13% | Add +0.9% | 47,365 | $9.9M |
| JBGlobal.com LLC | 9.92% | Reduce -10.9% | 46,661 | $9.7M |
| Cardiff Park Advisors, LLC | 0.75% | Add +0.0% | 46,642 | $9.7M |
| Parallel Advisors, LLC | 0.18% | Reduce -0.7% | 46,573 | $9.7M |
| Sage Financial Group Inc. | 0.66% | Add +1.1% | 46,268 | $9.7M |
| Ieq Capital, LLC | 0.03% | Add +96.7% | 46,093 | $9.6M |
| Forbes Financial Planning, Inc. | 6.31% | Add +1.7% | 45,326 | $9.5M |
| DAVENPORT & Co LLC | 0.05% | Add +2.6% | 45,511 | $9.5M |
| ARS Wealth Advisors Group, LLC | 0.93% | Reduce -56.4% | 45,160 | $9.4M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.66% | Add +4.4% | 45,053 | $9.4M |
| Pinnacle Financial Partners Inc | 0.22% | Reduce -0.6% | 44,814 | $9.4M |
| Spectrum Investment Advisors, Inc. | 5.02% | Add +0.3% | 44,406 | $9.3M |
| AE Wealth Management LLC | 0.06% | Add +7.5% | 43,809 | $9.1M |
| Cullen/Frost Bankers, Inc. | 0.11% | Add +225.2% | 43,617 | $9.1M |
| Wrenne Financial Planning LLC | 3.85% | Reduce -1.0% | 43,159 | $9.0M |
| Fifth Third Securities, Inc. | 0.61% | Add +0.1% | 43,140 | $9.0M |
| AQR Capital Management | 0.01% | Add +273.0% | 43,083 | $9.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.7% | 43,067 | $9.0M |
| Prosperity Planning, Inc. | 3.38% | Reduce -6.3% | 42,922 | $9.0M |
| Facet Wealth, Inc. | 0.19% | Reduce -2.1% | 42,852 | $8.9M |
| Brown Advisory Inc. | 0.01% | Add +0.8% | 42,094 | $8.8M |
| Mayport, LLC | 1.90% | Add +2.1% | 41,952 | $8.8M |
| Royce & Associates LP | 0.09% | New | 41,219 | $8.6M |
| Silvia McColl Wealth Management, LLC | 5.79% | Reduce -1.1% | 41,002 | $8.6M |
| Ifrah Financial Services, Inc. | 2.20% | Reduce -0.3% | 40,596 | $8.5M |
| First American Trust, FSB | 0.61% | Reduce -0.3% | 40,420 | $8.4M |
| Koshinski Asset Management, Inc. | 0.60% | Add +8.9% | 40,386 | $8.4M |
| SWAN Capital LLC | 3.38% | Reduce -25.3% | 39,984 | $8.3M |
| Plum Street Advisors, LLC | 3.20% | Reduce -1.1% | 39,763 | $8.3M |
| Kohmann Bosshard Financial Services, LLC | 0.85% | Reduce -3.2% | 39,739 | $8.3M |
| Cornerstone Wealth Advisors, Inc. | 2.00% | Reduce -5.7% | 39,561 | $8.3M |
| Leeward Financial Partners, LLC | 2.33% | Add +6.5% | 39,276 | $8.2M |
| RTD Financial Advisors, Inc. | 0.98% | Reduce -0.1% | 39,033 | $8.1M |
| Fortis Capital Management LLC | 1.14% | Add +0.2% | 38,961 | $8.1M |
| Relyea Zuckerberg Hanson LLC | 0.85% | Add +0.9% | 38,733 | $8.1M |
| Shufro Rose & Co. LLC | 0.66% | Reduce -3.7% | 43,270 | $8.1M |
| Collective Family Office LLC | 1.93% | Add +0.3% | 38,575 | $8.1M |
| Bradley Foster & Sargent Inc. | 0.12% | Reduce -0.8% | 38,487 | $8.0M |
| Courier Capital LLC | 0.45% | Add +0.4% | 37,907 | $7.9M |
| Nicholas Hoffman & Company, LLC. | 0.19% | Add +0.7% | 37,685 | $7.9M |
| Noble Family Wealth, LLC | 1.73% | Add +2.9% | 37,537 | $7.8M |
| Quent Capital, LLC | 0.65% | Reduce -0.5% | 37,434 | $7.8M |
| Cornerstone Wealth Management, LLC | 0.43% | Reduce -2.1% | 37,314 | $7.8M |
| San Luis Wealth Advisors LLC | 1.40% | Reduce -3.3% | 37,309 | $7.8M |
| Towerpoint Wealth, LLC | 3.15% | Add +2.7% | 36,855 | $7.7M |
| Total Clarity Wealth Management, Inc. | 2.04% | Reduce -10.9% | 36,744 | $7.7M |
| Sterling Wealth Management, Inc. | 2.32% | Reduce -3.7% | 36,685 | $7.7M |
| Spinnaker Trust | 0.42% | Reduce -0.5% | 36,617 | $7.6M |
| Whittier Trust Co. | 0.09% | Reduce -0.6% | 36,173 | $7.6M |
| Everhart Financial Group, Inc. | 0.76% | Add +7.8% | 36,345 | $7.6M |
| Farther Finance Advisors, LLC | 0.11% | Reduce -7.1% | 36,060 | $7.5M |
| Fairway Financial, LLC | 5.90% | Add +1.5% | 35,862 | $7.5M |
| Old National Bancorp | 0.13% | Reduce -0.8% | 35,666 | $7.4M |
| Arbor Wealth Advisors LLC | 5.55% | Add +0.1% | 35,642 | $7.4M |
| Tacita Capital Inc | 4.47% | Add +1.6% | 35,437 | $7.4M |
| Granby Capital Management, LLC | 3.88% | No change | 35,000 | $7.3M |
| White Lighthouse Investment Management Inc. | 1.11% | Add +1.5% | 34,948 | $7.3M |
| Ackerman Capital Advisors, LLC | 1.53% | Add +6.8% | 34,920 | $7.3M |
| Mosaic Family Wealth Partners, LLC | 0.85% | Add +1.8% | 34,979 | $7.3M |
| Nabity-Jensen Investment Management Inc | 5.01% | Reduce -1.5% | 34,646 | $7.2M |
| Cannon Financial Strategists, Inc. | 1.03% | Add +2.8% | 34,425 | $7.2M |
| Aurelius Family Office LLC | 3.19% | Reduce -1.6% | 34,361 | $7.2M |
| Elgethun Capital Management | 1.29% | Add +19.3% | 34,004 | $7.1M |
| GeoWealth Management, LLC | 0.26% | Reduce -2.7% | 33,855 | $7.1M |
| Ashton Thomas Private Wealth, LLC | 0.18% | Add +201.0% | 33,297 | $7.0M |
| Clayton Financial Group LLC | 5.05% | Add +55.9% | 33,140 | $6.9M |
| KPP Advisory Services LLC | 1.02% | Add +35.2% | 32,983 | $6.9M |
| Prudential Financial Inc. | 0.01% | Reduce -13.3% | 32,961 | $6.9M |
| SOA Wealth Advisors, LLC. | 1.12% | Add +0.3% | 355,121 | $6.9M |
| Whitegate Investment Counselors, Inc. | 2.25% | Reduce -2.9% | 32,778 | $6.8M |
| Vanguard Group Inc. | 0.00% | Add +1.1% | 32,769 | $6.8M |
| Atmos Advisory, LLC | 4.13% | Add +0.2% | 32,461 | $6.8M |
| Advisory Alpha, LLC | 0.19% | Add +8.0% | 32,214 | $6.8M |
| American Investment Services, Inc. | 1.61% | Reduce -1.8% | 32,046 | $6.7M |
| BNP Paribas Financial Markets | 0.01% | Reduce -32.5% | 32,000 | $6.7M |
| Compass Ion Advisors, LLC | 0.64% | Reduce -1.1% | 31,985 | $6.7M |
| Peak Retirement Planning, Inc. | 1.87% | Add +32.5% | 31,843 | $6.6M |
| NBT Bank, N.A. | 0.43% | Reduce -97.4% | 828 | $6.6M |
| Pinnacle Financial Group, LLC / IL | 2.00% | Add +7.6% | 31,738 | $6.6M |
| Wealthfront Advisers LLC | 0.02% | Reduce -7.4% | 31,626 | $6.6M |
| Van Cleef Asset Management,Inc | 0.67% | Reduce -2.3% | 31,354 | $6.5M |
| Chicago Partners Investment Group LLC | 0.17% | Add +0.0% | 31,215 | $6.5M |
| SkyOak Wealth, LLC | 1.22% | Reduce -0.9% | 30,898 | $6.4M |
| First Manhattan Co. Llc. | 0.02% | Reduce -0.1% | 30,607 | $6.4M |
| Agf Management Ltd. | 0.03% | Reduce -0.3% | 30,310 | $6.3M |
| MassMutual Private Wealth & Trust, FSB | 0.16% | Reduce -7.0% | 30,307 | $6.3M |
| Cornerstone Management, Inc. | 1.03% | Reduce -5.6% | 29,912 | $6.2M |
| Verity Asset Management, Inc. | 2.02% | Add +110.0% | 29,698 | $6.2M |
| Tme Financial, Inc. | 4.64% | Add +1.9% | 29,682 | $6.2M |
| General Partner, Inc. | 3.37% | No change | 29,359 | $6.1M |
| Quadcap Wealth Management, LLC | 0.72% | Reduce -2.0% | 29,320 | $6.1M |
| Brookstone Capital Management | 0.07% | Add +33.2% | 28,985 | $6.0M |
| Columbus Macro, LLC | 0.68% | Reduce -1.6% | 28,713 | $6.0M |
| Redwood Investment Management, LLC | 0.65% | Add +1209.3% | 28,673 | $6.0M |
| Nwam LLC | 0.32% | Add +3.7% | 28,664 | $6.0M |
| Monograph Wealth Advisors, LLC | 0.60% | Reduce -0.2% | 28,507 | $6.0M |
| Kavar Capital Partners Group, LLC | 0.79% | Reduce -0.8% | 28,542 | $6.0M |
| Creekside Partners | 2.60% | Add +0.6% | 28,324 | $5.9M |
| PFG Advisors | 0.24% | New | 28,197 | $5.9M |
| BIP Wealth, LLC | 0.29% | Add +14.9% | 28,191 | $5.9M |
| Mainsail Financial Group, LLC | 2.52% | Add +2.8% | 28,037 | $5.9M |
| Mainsail Asset Management, LLC | 2.56% | Add +1.5% | 27,966 | $5.8M |
| Quattro Financial Advisors LLC | 1.84% | Reduce -0.5% | 27,830 | $5.8M |
| Ausdal Financial Partners, Inc. | 0.28% | Add +2.0% | 27,779 | $5.8M |
| Northern Trust Corp. | 0.00% | Add +6.5% | 27,686 | $5.8M |
| Elite Financial, Inc. | 2.63% | Add +1.4% | 27,712 | $5.8M |
| Brandywine Oak Private Wealth LLC | 0.50% | Add +1.5% | 27,303 | $5.7M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -6.5% | 26,975 | $5.6M |
| Signature Estate & Investment Advisors LLC | 0.12% | Add +11.3% | 26,963 | $5.6M |
| Cornerstone Advisory, LLC | 0.55% | Reduce -5.0% | 26,914 | $5.6M |
| Alpha Omega Wealth Management LLC | 0.93% | Add +5.7% | 26,681 | $5.6M |
| Prime Capital Investment Advisors, LLC | 0.07% | Reduce -2.5% | 26,547 | $5.5M |
| Chemistry Wealth Management LLC | 1.07% | Add +0.4% | 26,480 | $5.5M |
| LifePlan Investment Advisors, Inc. | 2.32% | Add +2.7% | 26,480 | $5.5M |
| RFG Advisory, LLC | 0.11% | Add +13.1% | 25,939 | $5.4M |
| Regions Financial Corp. | 0.04% | Reduce -3.1% | 25,918 | $5.4M |
| Seven Mile Advisory | 0.88% | Add +2170.6% | 25,771 | $5.4M |
| Sigma Planning Corp | 0.15% | Add +7.8% | 25,557 | $5.3M |
| Associated Banc-Corp | 0.14% | Add +8.5% | 25,537 | $5.3M |
| Cary Street Partners Financial LLC | 0.14% | Add +9.1% | 25,387 | $5.3M |
| Thrive Capital Management, LLC | 1.37% | Add +1.1% | 25,359 | $5.3M |
| Arkadios Wealth Advisors | 0.13% | Add +39.0% | 25,316 | $5.3M |
| Two Sigma Investments, LP | 0.01% | New | 25,300 | $5.3M |
| Sharper & Granite LLC | 1.88% | Reduce -13.3% | 25,195 | $5.3M |
| Barry Investment Advisors, LLC | 1.21% | Add +2.2% | 25,060 | $5.3M |
| Apollon Wealth Management, LLC | 0.09% | Reduce -0.8% | 25,101 | $5.2M |
| Vickerman Investment Advisors, Inc. | 1.04% | Add +0.7% | 24,607 | $5.1M |
| Lam Group, Inc. | 3.17% | Reduce -2.7% | 24,520 | $5.1M |
| Midwest Trust Co | 0.07% | Reduce -4.2% | 24,502 | $5.1M |
| Lutz Financial Services LLC | 0.37% | Reduce -0.7% | 24,496 | $5.1M |
| Elevation Point Wealth Partners, LLC | 0.36% | Add +8287.2% | 24,323 | $5.1M |
| Glass Jacobson Investment Advisors llc | 1.83% | Add +0.7% | 24,244 | $5.1M |
| Zeit Capital LLC | 3.44% | Reduce -0.3% | 24,222 | $5.1M |
| Towne Trust Company, N.A | 1.63% | Add +44.7% | 24,101 | $5.0M |
| E&G Advisors, LLC | 1.17% | Add +1.1% | 24,057 | $5.0M |
| Ervin Investment Management, LLC | 2.87% | Add +0.8% | 24,017 | $5.0M |
| Belpointe Asset Management LLC | 0.19% | Add +8.5% | 24,001 | $5.0M |
| Stone Summit Wealth LLC | 1.41% | Reduce -6.8% | 23,748 | $5.0M |
| Trust Point Inc. | 0.40% | Add +22.0% | 23,725 | $5.0M |
| Rockbridge Investment Management, LCC | 0.49% | Reduce -1.4% | 23,712 | $4.9M |
| Valeo Financial Advisors, LLC | 0.11% | Reduce -0.4% | 30,641 | $4.9M |
| Commerce Bank | 0.03% | Add +1.6% | 23,545 | $4.9M |
| IHT Wealth Management, LLC | 0.12% | Add +4.2% | 23,473 | $4.9M |
| Bangor Savings Bank | 0.41% | Add +0.9% | 23,462 | $4.9M |
| Bay Rivers Group | 2.06% | Reduce -1.4% | 23,430 | $4.9M |
| Obsido Oy | 3.24% | Add +11.5% | 23,340 | $4.9M |
| Lido Advisors, LLC | 0.02% | Add +45.2% | 23,220 | $4.9M |
| Truepoint, Inc. | 0.11% | Add +8.0% | 23,164 | $4.8M |
| Perigon Wealth Management, LLC | 0.10% | Reduce -1.7% | 22,983 | $4.8M |
| Stokes Family Office, LLC | 0.45% | Reduce -1.3% | 22,936 | $4.8M |
| Employees' Retirement Fund of the City of Fort Worth | 2.23% | Reduce -2.1% | 22,900 | $4.8M |
| Tenret Co LLC | 2.47% | Add +0.5% | 22,823 | $4.8M |
| Rf&l Wealth Management, LLC | 2.78% | Reduce -0.5% | 22,677 | $4.7M |
| TFB Advisors LLC | 1.37% | Reduce -17.5% | 22,699 | $4.7M |
| Avidian Wealth Enterprises, LLC | 0.18% | Reduce -12.1% | 22,518 | $4.7M |
| Cambridge Financial Group, LLC | 1.51% | Add +4.6% | 22,433 | $4.7M |
| First Horizon Corp. | 0.22% | — | 22,207 | $4.6M |
| Integrated Wealth Concepts LLC | 0.04% | Add +2.6% | 22,171 | $4.6M |
| Mission Creek Capital Partners, Inc. | 0.90% | Add +23.5% | 21,844 | $4.6M |
| Regal Investment Advisors LLC | 0.30% | Add +21.3% | 21,767 | $4.5M |
| Discipline Wealth Solutions, LLC | 1.19% | Add +65.1% | 21,662 | $4.5M |
| Goepper Burkhardt LLC | 1.53% | Reduce -4.4% | 21,485 | $4.5M |
| Seek First Inc. | 3.21% | Add +1.1% | 21,370 | $4.5M |
| Brighton Jones LLC | 0.11% | Reduce -3.8% | 21,169 | $4.4M |
| Roof Eidam Maycock Peralta, LLC | 1.07% | Add +1.1% | 21,159 | $4.4M |
| Tortoise Investment Management, LLC | 0.39% | Reduce -3.1% | 21,149 | $4.4M |
| CGN Advisors LLC | 0.36% | Reduce -12.8% | 21,101 | $4.4M |
| Culbertson A N & Co. Inc. | 0.62% | Add +0.4% | 20,944 | $4.4M |
| Ascent Group, LLC | 0.15% | Add +12.9% | 20,820 | $4.3M |
| Citigroup Inc. | 0.00% | Add +5.4% | 20,804 | $4.3M |
| Institute for Wealth Management, LLC. | 0.45% | Add +9.5% | 20,779 | $4.3M |
| Beaumont Asset Management, L.L.C. | 2.17% | Add +0.2% | 20,681 | $4.3M |
| Alhambra Investment Management LLC | 2.04% | Reduce -1.9% | 20,601 | $4.3M |
| Clearstead Advisors, LLC | 0.06% | Add +2.1% | 20,361 | $4.2M |
| Bluespring Wealth Management, LLC | 0.37% | Reduce -2.9% | 20,247 | $4.2M |
| TriaGen Wealth Management LLC | 1.10% | Add +8.3% | 20,254 | $4.2M |
| Valpey Financial Services, LLC | 2.75% | Reduce -3.8% | 20,118 | $4.2M |
| Summit Wealth & Retirement Planning, Inc. | 1.02% | Add +0.4% | 19,932 | $4.2M |
| Choate Investment Advisors | 0.09% | No change | 19,847 | $4.1M |
| Cathy Pareto & Associates, Inc. | 3.11% | Add +1.8% | 19,766 | $4.1M |
| CENTRAL TRUST Co | 0.09% | Add +33.6% | 19,676 | $4.1M |
| Falcon Wealth Planning | 0.37% | Reduce -4.4% | 19,662 | $4.1M |
| Cahill Financial Advisors Inc. | 0.47% | Reduce -2.7% | 19,629 | $4.1M |
| Scotia Capital Inc. | 0.02% | Add +3.6% | 19,548 | $4.1M |
| Wealthcare Advisory Partners LLC | 0.09% | Add +0.6% | 19,546 | $4.1M |
| CSM Advisors, LLC | 0.11% | Reduce -4.5% | 19,493 | $4.1M |
| CreativeOne Wealth, LLC | 0.10% | Add +3.0% | 19,469 | $4.1M |
| Diversified Portfolios, Inc. | 0.36% | Add +0.3% | 19,422 | $4.1M |
| Marble Harbor Investment Counsel, LLC | 0.42% | Add +10.1% | 19,140 | $4.0M |
| Martel Wealth Advisors LLC | 0.70% | Reduce -2.5% | 19,048 | $4.0M |
| Baker Tilly Wealth Management, LLC | 0.90% | New | 19,022 | $4.0M |
| Krilogy Financial LLC | 0.15% | New | 19,068 | $3.9M |
| LOM Asset Management Ltd | 1.20% | Reduce -0.3% | 18,790 | $3.9M |
| Hilltop National Bank | 0.96% | Add +4.6% | 18,768 | $3.9M |
| Theory Financial LLC | 1.37% | Add +15.3% | 18,640 | $3.9M |
| James Investment Research, Inc. | 0.42% | Reduce -3.7% | 18,444 | $3.8M |
| Harbour Investments, Inc. | 0.09% | Add +88.3% | 18,335 | $3.8M |
| Quantinno Capital Management LP | 0.01% | Add +64.8% | 18,229 | $3.8M |
| Tocqueville Asset Management L.P. | 0.06% | Add +1.2% | 18,223 | $3.8M |
| Integrity Alliance, Llc. | 0.18% | Reduce -37.3% | 18,077 | $3.8M |
| Ally Invest Advisors Inc. | 0.27% | Add +11.0% | 18,070 | $3.8M |
| Pittenger & Anderson Inc. | 0.14% | No change | 18,055 | $3.8M |
| Fiduciary Financial Group, LLC | 0.59% | Add +8.9% | 18,023 | $3.8M |
| Wedmont Private Capital | 0.14% | Reduce -0.9% | 18,003 | $3.8M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +9.8% | 17,956 | $3.7M |
| BlueSky Wealth Advisors, LLC | 0.50% | Reduce -6.0% | 17,875 | $3.7M |
| Kathleen S. Wright Associates Inc. | 1.38% | Add +1.2% | 17,867 | $3.7M |
| Avantax Planning Partners, Inc. | 0.11% | Reduce -0.3% | 17,802 | $3.7M |
| CWA Asset Management Group, LLC | 0.14% | Reduce -0.6% | 17,694 | $3.7M |
| UMB Bank, n.a. | 0.05% | Add +2.1% | 17,664 | $3.7M |
| CWC Advisors, LLC. | 1.80% | Reduce -0.8% | 17,615 | $3.7M |
| PFG Private Wealth Management, LLC | 1.63% | New | 17,501 | $3.7M |
| Integrity Wealth Solutions LLC | 1.63% | Reduce -0.2% | 17,501 | $3.7M |
| Index Fund Advisors, Inc. | 0.18% | Add +0.2% | 17,483 | $3.6M |
| WealthShield Partners, LLC | 0.41% | Add +4.4% | 17,296 | $3.6M |
| FAS Wealth Partners, Inc. | 0.24% | Add +0.3% | 17,220 | $3.6M |
| Fiduciary Family Office, LLC | 1.02% | No change | 17,160 | $3.6M |
| Financial Advisors Network, Inc. | 0.51% | Add +8.3% | 17,133 | $3.6M |
| Echo45 Advisors LLC | 2.09% | Add +2.9% | 17,091 | $3.6M |
| Aspen Wealth Strategies, LLC | 1.99% | Add +2.0% | 17,029 | $3.6M |
| Warner Financial, Inc. | 1.32% | Add +3.0% | 16,947 | $3.5M |
| FDx Advisors, Inc. | 1.05% | Reduce -3.1% | 17,046 | $3.5M |
| Cranbrook Wealth Management, LLC | 0.70% | Reduce -6.9% | 16,798 | $3.5M |
| Werba Rubin Papier Wealth Management | 0.57% | Add +6.2% | 16,776 | $3.5M |
| JFS Wealth Advisors, LLC | 0.20% | No change | 16,602 | $3.5M |
| Wolff Financial Management LLC | 0.80% | Add +0.4% | 16,520 | $3.4M |
| Stevens Capital Partners | 1.03% | Add +0.7% | 16,474 | $3.4M |
| Rialto Wealth Management, LLC | 0.89% | Reduce -11.7% | 16,449 | $3.4M |
| Councilor Wealth, LLC | 1.57% | Reduce -15.1% | 16,276 | $3.4M |
| Creative Financial Designs Inc. | 0.23% | Add +2.6% | 16,209 | $3.4M |
| 3Chopt Investment Partners, LLC | 0.76% | Reduce -3.0% | 15,961 | $3.3M |
| NewEdge Wealth, LLC | 0.05% | Reduce -0.4% | 16,195 | $3.3M |
| Capitolis Liquid Global Markets LLC | 0.03% | New | 16,000 | $3.3M |
| Forza Wealth Management, LLC | 1.27% | No change | 15,924 | $3.3M |
| Greenhouse Wealth Management, LLC | 1.99% | Reduce -1.6% | 15,903 | $3.3M |
| Inlight Wealth Management, LLC | 1.55% | Add +50.3% | 15,845 | $3.3M |
| Baldwin Wealth Partners LLC | 0.21% | Reduce -1.7% | 15,764 | $3.3M |
| NerdWallet Wealth Partners, LLC | 1.61% | — | 15,798 | $3.3M |
| Essex Financial Services, Inc. | 0.19% | Reduce -6.0% | 15,583 | $3.3M |
| Diversify Wealth Management, LLC | 0.19% | Reduce -2.5% | 15,737 | $3.2M |
| Evanson Asset Management, LLC | 0.18% | Add +0.6% | 15,469 | $3.2M |
| Envision Financial LLC | 1.85% | Reduce -1.9% | 15,466 | $3.2M |
| Greenup Street Wealth Management LLC | 0.50% | Reduce -4.3% | 15,445 | $3.2M |
| Geneos Wealth Management Inc. | 0.08% | Reduce -40.3% | 15,393 | $3.2M |
| Northwest Wealth Management, LLC | 0.53% | Add +0.1% | 15,386 | $3.2M |
| EverSource Wealth Advisors, LLC | 0.13% | Add +9.3% | 15,366 | $3.2M |
| Midwestern Financial, LLC | 2.74% | Reduce -3.2% | 15,301 | $3.2M |
| Heartwood Wealth Advisors LLC | 0.30% | Add +1.6% | 15,282 | $3.2M |
| Pathway Financial Advisors LLC | 0.42% | No change | 15,133 | $3.2M |
| Sageworth Trust Co | 0.15% | Add +7.3% | 15,087 | $3.1M |
| Foster & Motley Inc. | 0.17% | Reduce -2.6% | 15,069 | $3.1M |
| Mission Wealth Management, LP | 0.06% | Add +4.2% | 15,057 | $3.1M |
| Ameritas Advisory Services, LLC | 0.21% | Reduce -1.0% | 15,018 | $3.1M |
| AdvisorNet Financial, Inc | 0.18% | Add +3.5% | 15,004 | $3.1M |
| Access Investment Management LLC | 0.84% | No change | 15,000 | $3.1M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +13.2% | 14,971 | $3.1M |
| Signet Financial Management, LLC | 0.36% | Reduce -2.2% | 14,948 | $3.1M |
| American Financial & Tax Strategies Inc. | 1.55% | Reduce -0.8% | 14,902 | $3.1M |
| OLIO Financial Planning | 0.91% | Reduce -2.9% | 14,834 | $3.1M |
| Roberts Glore & Co. Inc. | 0.84% | Add +19.9% | 14,767 | $3.1M |
| Stratos Wealth Advisors, LLC | 0.15% | Add +15.2% | 14,684 | $3.1M |
| Linscomb Wealth, Inc. | 0.13% | Add +1.4% | 14,630 | $3.1M |
| New Age Alpha Advisors, LLC | 0.13% | Reduce -44.0% | 14,489 | $3.0M |
| Nikulski Financial, Inc. | 0.75% | Add +0.1% | 14,316 | $3.0M |
| MSH Capital Advisors LLC | 0.80% | No change | 14,287 | $3.0M |
| Sonata Capital Group Inc. | 1.07% | Add +3.7% | 13,942 | $2.9M |
| Trust Co of the South | 0.48% | No change | 13,928 | $2.9M |
| Composition Wealth, LLC | 0.04% | Reduce -5.4% | 13,905 | $2.9M |
| Silver Oak Securities, Incorporated | 0.22% | Add +1.9% | 13,784 | $2.9M |
| McKinley Carter Wealth Services, Inc. | 0.15% | Reduce -7.9% | 13,683 | $2.9M |
| Eclectic Associates Inc. | 0.52% | Reduce -3.6% | 13,676 | $2.9M |
| NorthLanding Financial Partners, LLC | 2.37% | Reduce -0.2% | 13,631 | $2.8M |
| Opulen Financial Group LLC | 2.15% | Add +1.9% | 13,614 | $2.8M |
| Arista Wealth Management, LLC | 0.35% | Reduce -0.0% | 13,610 | $2.8M |
| Vawter Financial, Ltd. | 1.29% | Add +1087.3% | 13,607 | $2.8M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +11.8% | 13,596 | $2.8M |
| Financial Freedom, LLC | 1.41% | Reduce -1.8% | 13,577 | $2.8M |
| Spire Wealth Management | 0.10% | Reduce -3.2% | 13,542 | $2.8M |
| Earned Wealth Advisors, LLC | 0.46% | Reduce -6.4% | 13,517 | $2.8M |
| Pillar Financial Advisors, LLC | 1.77% | Reduce -0.4% | 13,500 | $2.8M |
| AMG National Trust Bank | 0.07% | Add +8.7% | 13,236 | $2.8M |
| Maryland Capital Advisors Inc. | 0.99% | Reduce -1.2% | 13,233 | $2.8M |
| Financial Counselors Inc. | 3.64% | Reduce -0.2% | 13,123 | $2.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +0.1% | 13,071 | $2.7M |
| Brown Wealth Management, LLC | 0.76% | Add +0.7% | 12,947 | $2.7M |
| O'ROURKE & COMPANY, Inc | 1.13% | Reduce -2.3% | 12,929 | $2.7M |
| Schneider Downs Wealth Management Advisors, LP | 0.32% | Add +3.9% | 12,832 | $2.7M |
| Waverly Advisors, LLC | 0.03% | Reduce -4.0% | 12,800 | $2.7M |
| Gibraltar Capital Management, Inc. | 0.48% | Reduce -0.1% | 12,716 | $2.7M |
| Alpine Bank Wealth Management | 0.37% | No change | 12,685 | $2.6M |
| LS Investment Advisors, LLC | 0.37% | Reduce -10.7% | 12,678 | $2.6M |
| Beaird Harris Wealth Management, LLC | 0.19% | Reduce -1.1% | 12,591 | $2.6M |
| Leavell Investment Management, Inc. | 0.11% | Reduce -0.6% | 12,363 | $2.6M |
| Principal Securities, Inc. | 0.04% | Add +8.3% | 12,386 | $2.6M |
| Prospera Financial Services Inc | 0.04% | Reduce -42.2% | 12,255 | $2.6M |
| Rebalance, LLC | 0.15% | Add +0.1% | 12,280 | $2.6M |
| Mgo One Seven LLC | 0.06% | Add +6.4% | 12,261 | $2.6M |
| Acropolis Investment Management, LLC | 0.13% | Add +4.0% | 13,108 | $2.6M |
| Capital Advisors Wealth Management, LLC | 0.36% | Reduce -8.8% | 12,187 | $2.5M |
| Patriot Investment Management Group, Inc. | 0.17% | Reduce -0.3% | 12,123 | $2.5M |
| SouthState Bank Corp | 0.12% | Reduce -2.0% | 12,048 | $2.5M |
| North Star Investment Management Corp. | 0.16% | Reduce -3.5% | 11,950 | $2.5M |
| Optima Capital LLC | 1.21% | Add +4.6% | 11,899 | $2.5M |
| WP Advisors, LLC | 0.63% | Reduce -6.4% | 11,948 | $2.5M |
| Sellwood Investment Partners LLC | 0.98% | New | 11,796 | $2.5M |
| Plancorp, LLC | 0.08% | Reduce -6.5% | 11,789 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -25.8% | 11,758 | $2.5M |
| Wells Trecaso Financial Group, LLC | 1.16% | Reduce -21.1% | 11,737 | $2.4M |
| Global Retirement Partners, LLC | 0.05% | Add +4.6% | 11,657 | $2.4M |
| Telos Capital Management, Inc. | 0.23% | Reduce -1.8% | 11,617 | $2.4M |
| Gradient Capital Advisors, LLC | 0.65% | Reduce -1.4% | 11,556 | $2.4M |
| IVC Wealth Advisors LLC | 1.07% | Add +3.3% | 11,476 | $2.4M |
| Sterling Financial Planning, Inc. | 0.75% | Reduce -2.5% | 11,464 | $2.4M |
| Synovus Financial Corp. | 0.03% | Add +4.0% | 11,113 | $2.3M |
| Simmons Bank | 0.15% | Reduce -7.2% | 11,081 | $2.3M |
| Factor Wealth Management LTD | 0.58% | Add +11.9% | 11,043 | $2.3M |
| Aegis Wealth Management LLC | 1.23% | Reduce -1.1% | 11,018 | $2.3M |
| Midwest Financial Group LLC | 1.09% | Add +3.3% | 10,950 | $2.3M |
| Shayne & Jacobs, LLC | 0.71% | Add +0.7% | 10,942 | $2.3M |
| Mustard Seed Financial, LLC | 1.46% | Reduce -0.9% | 10,857 | $2.3M |
| Blue Barn Wealth, LLC | 1.00% | Reduce -7.3% | 10,857 | $2.3M |
| CIBC Private Wealth Group LLC | 0.00% | Add +14.1% | 10,855 | $2.3M |
| Seeds Investor LLC | 0.48% | Add +1.6% | 10,847 | $2.3M |
| Sage Mountain Advisors LLC | 0.13% | Reduce -2.0% | 10,797 | $2.3M |
| RMR Capital Management, LLC | 1.57% | Add +5.0% | 10,751 | $2.2M |
| Quotient Wealth Partners, LLC | 0.06% | Reduce -1.3% | 10,716 | $2.2M |
| Keybank National Association | 0.01% | Add +0.8% | 10,663 | $2.2M |
| Summit Wealth Group LLC / Co. | 0.24% | Add +294.1% | 25,094 | $2.2M |
| Matisse Capital | 1.00% | No change | 10,652 | $2.2M |
| Fiduciary Advisors, Inc. | 1.79% | Reduce -2.7% | 10,641 | $2.2M |
| Wealthspire Retirement, LLC | 0.14% | Reduce -0.2% | 10,607 | $2.2M |
| Tritonpoint Wealth, LLC | 0.19% | Reduce -0.1% | 10,547 | $2.2M |
| IFP Advisors, Inc | 0.06% | Add +32.0% | 10,542 | $2.2M |
| SlateStone Wealth, LLC | 0.19% | Add +1.9% | 10,535 | $2.2M |
| Probity Advisors, Inc. | 0.36% | Reduce -0.2% | 10,527 | $2.2M |
| CJM Wealth Advisers, Ltd. | 0.67% | Reduce -6.9% | 10,467 | $2.2M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +6.4% | 10,431 | $2.2M |
| Archford Capital Strategies, LLC | 0.26% | Reduce -57.4% | 10,320 | $2.2M |
| RoundAngle Advisors LLC | 1.67% | Add +0.3% | 10,317 | $2.2M |
| Center For Asset Management LLC | 1.15% | Reduce -25.3% | 10,303 | $2.2M |
| TD Private Client Wealth LLC | 0.05% | Add +2.5% | 10,246 | $2.1M |
| Stonegate Management LLC | 1.42% | — | 10,200 | $2.1M |
| Newton One Investments LLC | 0.63% | Add +0.2% | 10,221 | $2.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Add +0.3% | 10,205 | $2.1M |
| Moneco Advisors, LLC | 0.18% | Add +1.6% | 10,148 | $2.1M |
| Wesbanco Bank Inc. | 0.06% | Add +5.0% | 10,092 | $2.1M |
| Tobias Financial Advisors, Inc. | 0.32% | Reduce -0.7% | 10,086 | $2.1M |
| Roundview Capital LLC | 0.13% | Reduce -5.7% | 10,032 | $2.1M |
| Family Legacy, Inc. | 0.64% | Reduce -1.4% | 10,025 | $2.1M |
| One Charles Private Wealth Services, LLC | 0.55% | Reduce -1.3% | 10,002 | $2.1M |
| Fortitude Family Office, LLC | 0.56% | New | 10,000 | $2.1M |
| Independent Financial Group, LLC | 0.05% | Reduce -36.6% | 9,997 | $2.1M |
| Bessemer Group Inc. | 0.00% | Reduce -6.5% | 9,903 | $2.1M |
| 180 Wealth Advisors, LLC | 0.25% | Add +0.6% | 9,850 | $2.1M |
| USAdvisors Wealth Management, LLC | 0.70% | Add +8.4% | 9,797 | $2.0M |
| BTC Capital Management, Inc. | 0.14% | Reduce -1.1% | 9,711 | $2.0M |
| Riversedge Advisors, LLC | 0.34% | Reduce -4.7% | 9,721 | $2.0M |
| Sowell Financial Services LLC | 0.08% | Reduce -5.6% | 9,582 | $2.0M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -53.8% | 9,505 | $2.0M |
| Farmers & Merchants Investments Inc. | 0.06% | No change | 9,453 | $2.0M |
| AlphaCore Capital LLC | 0.07% | Reduce -3.6% | 9,374 | $2.0M |
| Curtis Advisory Group, LLC | 0.45% | Add +1.2% | 9,412 | $2.0M |
| Magnus Financial Group LLC | 0.16% | Reduce -3.4% | 9,390 | $2.0M |
| Advyzon Investment Management, LLC | 0.34% | Add +5.5% | 9,368 | $2.0M |
| Thoroughbred Financial Services, LLC | 0.12% | Add +2.6% | 9,353 | $2.0M |
| Walkner Condon Financial Advisors LLC | 0.31% | Reduce -2.8% | 9,290 | $1.9M |
| Lion Street Advisors, LLC | 0.67% | Add +241.0% | 10,937 | $1.9M |
| Wealthspan Partners, LLC | 0.74% | Reduce -0.1% | 9,203 | $1.9M |
| Liberty Wealth Management LLC | 0.27% | Reduce -0.8% | 9,181 | $1.9M |
| Insigneo Advisory Services, LLC | 0.13% | Add +12.7% | 9,164 | $1.9M |
| NorthRock Partners, LLC | 0.03% | Add +10.0% | 9,141 | $1.9M |
| First United Bank & Trust | 0.62% | Add +1.4% | 9,116 | $1.9M |
| Topsail Wealth Management, LLC | 0.32% | No change | 9,071 | $1.9M |
| Triune Financial Partners, LLC | 0.48% | Reduce -0.0% | 9,099 | $1.9M |
| Pine Valley Investments Ltd Liability Co | 0.10% | Reduce -2.3% | 9,008 | $1.9M |
| Chilton Investment Co. Inc. | 0.04% | New | 8,986 | $1.9M |
| Guidance Point Advisors, LLC | 0.47% | Add +0.5% | 8,947 | $1.9M |
| Mutual Advisors, LLC | 0.04% | Reduce -9.6% | 8,895 | $1.9M |
| Windward Private Wealth Management Inc. | 0.64% | Reduce -0.5% | 8,901 | $1.9M |
| Parsons Capital Management Inc. | 0.10% | Add +6.0% | 8,838 | $1.8M |
| Vance Wealth, LLC | 0.57% | Reduce -1.1% | 8,797 | $1.8M |
| Grove Bank & Trust | 0.21% | Add +0.7% | 8,767 | $1.8M |
| Ofc Financial Planning, LLC | 1.80% | Reduce -6.0% | 8,713 | $1.8M |
| Duncker Streett & Co. Inc. | 0.32% | Add +0.0% | 8,705 | $1.8M |
| Pioneer Wealth Management Group | 0.59% | Reduce -15.8% | 8,696 | $1.8M |
| Bokf, NA | 0.03% | Reduce -4.4% | 8,597 | $1.8M |
| Compton Wealth Advisory Group, LLC | 0.41% | No change | 8,547 | $1.8M |
| Tranquility Partners, LLC | 0.60% | Reduce -15.3% | 8,501 | $1.8M |
| PBMares Wealth Management LLC | 0.29% | Add +0.1% | 8,498 | $1.8M |
| Argent Trust Co | 0.06% | Reduce -9.5% | 8,483 | $1.8M |
| InvesTrust | 0.65% | Add +1.6% | 8,449 | $1.8M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Reduce -29.2% | 8,448 | $1.8M |
| Marino, Stram & Associates LLC | 0.32% | Add +6.4% | 8,441 | $1.8M |
| Payne Capital LLC | 1.79% | — | 8,435 | $1.8M |
| Kingsview Wealth Management, LLC | 0.03% | Add +7.9% | 8,429 | $1.8M |
| MB Generational Wealth, LLC | 1.12% | — | 8,427 | $1.8M |
| Chapin Davis, Inc. | 0.43% | Add +0.2% | 8,411 | $1.8M |
| Victory Capital Management Inc. | 0.00% | No change | 8,408 | $1.8M |
| O'Connor Financial Group LLC | 0.74% | Reduce -0.7% | 8,406 | $1.8M |
| Paragon Capital Management Ltd | 0.33% | Add +2.1% | 8,371 | $1.7M |
| Breakwater Capital Group | 0.26% | Reduce -2.7% | 8,323 | $1.7M |
| Monument Group Wealth Advisors, LLC | 1.01% | Add +20.0% | 8,227 | $1.7M |
| Brand Asset Management Group, Inc. | 0.48% | Add +65.9% | 8,190 | $1.7M |
| City State Bank | 0.49% | Reduce -1.0% | 8,183 | $1.7M |
| BSW Wealth Partners | 0.21% | Add +4.8% | 8,122 | $1.7M |
| Focus Financial Network, Inc. | 0.06% | Add +2.8% | 8,037 | $1.7M |
| Investor's Fiduciary Advisor Network, LLC | 0.57% | Reduce -7.7% | 8,006 | $1.7M |
| Precision Wealth Strategies, LLC | 0.54% | Reduce -5.4% | 7,966 | $1.7M |
| Trust Co. of Vermont | 0.07% | Reduce -0.4% | 7,948 | $1.7M |
| CVA Family Office, LLC | 0.21% | Reduce -5.9% | 7,948 | $1.7M |
| McGlone Suttner Wealth Management, Inc. | 0.23% | Add +0.0% | 7,934 | $1.7M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +11.3% | 7,780 | $1.6M |
| Clarity Capital Advisors, LLC | 0.88% | Add +0.5% | 7,699 | $1.6M |
| Market Street Wealth Management Advisors LLC | 0.25% | Reduce -3.9% | 7,656 | $1.6M |
| VestGen Advisors, LLC | 0.05% | Reduce -3.0% | 7,632 | $1.6M |
| Community Financial Services Group, LLC | 0.29% | Reduce -10.2% | 7,609 | $1.6M |
| Red Tortoise LLC | 0.69% | Add +8.8% | 7,565 | $1.6M |
| Blue Trust, Inc. | 0.02% | Add +8.9% | 7,526 | $1.6M |
| BigSur Wealth Management LLC | 0.38% | No change | 7,466 | $1.6M |
| Bank of Hawaii | 0.08% | No change | 7,497 | $1.6M |
| 3EDGE Asset Management, LP | 0.09% | Add +12.2% | 7,480 | $1.6M |
| Richardson Financial Services Inc. | 0.96% | Reduce -0.9% | 7,442 | $1.6M |
| Hardy Reed LLC | 0.11% | No change | 7,436 | $1.6M |
| Intellectus Partners, LLC | 0.30% | Add +1.3% | 7,382 | $1.5M |
| Cooksen Wealth, LLC | 1.15% | Reduce -0.7% | 7,377 | $1.5M |
| OneAscent Financial Services LLC | 0.10% | Add +3.1% | 7,327 | $1.5M |
| Infinity Wealth Counsel, LLC | 1.49% | Reduce -0.6% | 7,327 | $1.5M |
| SC&H Financial Advisors, Inc. | 0.25% | Reduce -6.0% | 7,325 | $1.5M |
| Simon Quick Advisors, LLC | 0.07% | Reduce -0.1% | 7,299 | $1.5M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Reduce -3.9% | 7,252 | $1.5M |
| One Day In July LLC | 0.13% | Add +0.9% | 7,250 | $1.5M |
| Ballentine Partners, LLC | 0.02% | No change | 7,206 | $1.5M |
| Alteri Wealth LLC | 0.51% | Add +13.2% | 7,147 | $1.5M |
| Baker Ellis Asset Management LLC | 0.18% | Reduce -0.3% | 7,146 | $1.5M |
| SKY-Mountain Capital Management, Inc. | 1.04% | Reduce -0.4% | 7,164 | $1.5M |
| Evergreen Wealth Management, LLC | 0.78% | Reduce -0.1% | 7,123 | $1.5M |
| Michels Family Financial, LLC | 1.16% | Add +2.2% | 7,118 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.09% | Add +75.4% | 7,037 | $1.5M |
| McNamara Financial Services, Inc. | 0.27% | Reduce -0.5% | 6,957 | $1.5M |
| Forest Hill Capital, LLC | 0.85% | No change | 6,900 | $1.4M |
| Diversified Enterprises, LLC | 0.10% | Reduce -1.1% | 6,897 | $1.4M |
| Fulton Bank, N.A. | 0.05% | No change | 6,895 | $1.4M |
| Asset Dedication, LLC | 0.10% | Reduce -5.7% | 6,867 | $1.4M |
| ProVise Management Group, LLC | 0.11% | Reduce -5.4% | 6,847 | $1.4M |
| C M Bidwell & Associates Ltd. | 0.68% | Reduce -0.3% | 6,811 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -0.3% | 6,787 | $1.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | Add +5.8% | 6,765 | $1.4M |
| GFS Advisors, LLC | 0.18% | Reduce -0.9% | 6,764 | $1.4M |
| WealthCare Investment Partners, LLC | 0.45% | Reduce -10.9% | 6,689 | $1.4M |
| Wealth Alliance, LLC | 0.14% | Reduce -0.9% | 6,687 | $1.4M |
| Empower Advisory Group, LLC | 0.00% | Reduce -3.8% | 6,674 | $1.4M |
| Newman Dignan & Sheerar, Inc. | 0.30% | Reduce -0.8% | 6,664 | $1.4M |
| Strategic Blueprint, LLC | 0.06% | Add +16.7% | 6,648 | $1.4M |
| Trustmark Bank Trust Department | 0.09% | Reduce -10.4% | 6,618 | $1.4M |
| Parkside Financial Bank & Trust | 0.11% | Add +1.9% | 6,587 | $1.4M |
| Fortis Capital Advisors, LLC | 0.22% | Add +4.4% | 6,585 | $1.4M |
| Planning Directions Inc. | 0.72% | Reduce -7.3% | 6,582 | $1.4M |
| 1834 Investment Advisors Co. | 0.17% | Reduce -6.7% | 6,565 | $1.4M |
| Dravo Bay LLC | 0.60% | Reduce -9.0% | 6,540 | $1.4M |
| Vise Technologies, Inc. | 0.05% | Reduce -78.5% | 6,531 | $1.4M |
| Principia Wealth Advisory, LLC | 0.97% | Reduce -45.3% | 6,526 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -12.8% | 6,481 | $1.4M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | No change | 6,465 | $1.3M |
| Arbor Investment Advisors, LLC | 0.17% | Add +0.9% | 6,449 | $1.3M |
| Coordinated Financial Services, Inc. | 0.87% | Add +4.4% | 6,427 | $1.3M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -27.8% | 6,399 | $1.3M |
| Flputnam Investment Management Co. | 0.02% | Reduce -2.5% | 6,388 | $1.3M |
| Strategic Advisors LLC | 0.21% | Add +254.8% | 6,344 | $1.3M |
| Condor Capital Management | 0.11% | Add +1.2% | 6,342 | $1.3M |
| Founders Grove Wealth Partners, LLC | 0.31% | Reduce -2.3% | 6,320 | $1.3M |
| TRUE Private Wealth Advisors | 0.13% | Reduce -3.4% | 6,314 | $1.3M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -3.9% | 6,281 | $1.3M |
| Caprock Group, LLC | 0.03% | — | 6,248 | $1.3M |
| Dynamic Financial Group | 1.13% | Add +2.5% | 6,228 | $1.3M |
| Wellington Management Group LLP | 0.00% | No change | 6,197 | $1.3M |
| Level Four Advisory Services, LLC | 0.04% | Add +8.9% | 6,174 | $1.3M |
| Cove Private Wealth, LLC | 0.41% | No change | 6,165 | $1.3M |
| FSA Investment Group, LLC | 0.80% | Add +0.8% | 6,137 | $1.3M |
| Cadent Capital Advisors, LLC | 0.34% | Add +90.6% | 6,152 | $1.3M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +87.0% | 6,145 | $1.3M |
| Meridian Financial Advisors, LLC | 0.72% | Reduce -1.4% | 6,126 | $1.3M |
| Weitzel Financial Services, Inc. | 0.52% | Add +2.6% | 6,215 | $1.3M |
| Two Sigma Securities, LLC | 0.19% | Add +52.0% | 6,073 | $1.3M |
| ARK & TLK Investments, LLC | 0.40% | Reduce -0.2% | 6,056 | $1.3M |
| Maridea Wealth Management LLC | 0.20% | Add +441.2% | 6,056 | $1.3M |
| Pacific Sun Financial Corp | 0.61% | Reduce -1.8% | 6,046 | $1.3M |
| Eagle Harbor Asset Management Inc. | 1.09% | Reduce -9.5% | 6,015 | $1.3M |
| Petix & Botte Co | 0.29% | Reduce -10.5% | 5,968 | $1.2M |
| Hall Capital Management Co. Inc. | 0.49% | Reduce -0.5% | 5,959 | $1.2M |
| Cibc World Market Inc. | 0.00% | Add +1.3% | 5,926 | $1.2M |
| Mascagni Wealth Management, Inc. | 0.95% | Reduce -11.2% | 5,919 | $1.2M |
| Texas Bank & Trust Co | 0.47% | Reduce -17.5% | 5,914 | $1.2M |
| Bridge Generations Wealth Management LLC | 0.82% | Reduce -54.8% | 5,899 | $1.2M |
| Integrity Financial Corp | 0.59% | Add +1.1% | 5,865 | $1.2M |
| Strategic Financial Partners, Ltd. | 0.56% | Add +0.2% | 5,869 | $1.2M |
| Arbor Trust Wealth Advisors, LLC | 0.55% | Reduce -0.5% | 5,815 | $1.2M |
| Insight Advisors, LLC/ PA | 0.19% | Reduce -0.1% | 5,836 | $1.2M |
| Clear Point Advisors Inc. | 0.94% | Add +3.1% | 5,824 | $1.2M |
| Apriem Advisors | 0.11% | Add +13.3% | 5,747 | $1.2M |
| Level Financial Advisors | 0.34% | Reduce -1.1% | 5,737 | $1.2M |
| WESCAP Management Group, Inc. | 0.25% | New | 5,736 | $1.2M |
| Shared Vision Wealth Group LLC | 0.51% | Add +362.1% | 5,749 | $1.2M |
| Schwallier Wealth Management LLC | 0.74% | Reduce -0.5% | 5,693 | $1.2M |
| United Advisor Group, LLC | 0.16% | Reduce -1.5% | 5,665 | $1.2M |
| West Branch Capital LLC | 0.31% | Reduce -2.8% | 5,660 | $1.2M |
| Chatham Capital Group, Inc. | 0.17% | No change | 5,629 | $1.2M |
| Revisor Wealth Management LLC | 0.40% | Reduce -7.7% | 5,622 | $1.2M |
| St. Louis Trust Co | 0.14% | No change | 5,564 | $1.2M |
| GHP Investment Advisors, Inc. | 0.05% | Add +1.5% | 5,552 | $1.2M |
| MJT & Associates Financial Advisory Group, Inc. | 0.94% | Reduce -0.3% | 5,537 | $1.2M |
| Topel & Distasi Wealth Management, LLC | 0.57% | No change | 5,505 | $1.1M |
| McClarren Financial Advisors, Inc. | 0.70% | Reduce -2.1% | 5,139 | $1.1M |
| Silverlake Wealth Management LLC | 0.28% | Add +0.8% | 5,488 | $1.1M |
| Compass Financial Group, INC | 0.17% | Reduce -2.4% | 5,481 | $1.1M |
| MidAtlantic Capital Management, Inc. | 0.78% | No change | 5,474 | $1.1M |
| Certified Advisory Corp | 0.11% | Add +29.4% | 5,469 | $1.1M |
| High Net Worth Advisory Group LLC | 0.27% | Add +4.1% | 5,427 | $1.1M |
| BKM Wealth Management, LLC | 0.42% | Add +7.2% | 5,407 | $1.1M |
| Trust Co | 0.12% | Add +2.5% | 5,390 | $1.1M |
| Main Street Financial Solutions, LLC | 0.07% | Add +7.1% | 5,386 | $1.1M |
| TruNorth Capital Management, LLC | 0.22% | No change | 5,382 | $1.1M |
| Bruce G. Allen Investments, LLC | 0.80% | Add +1.8% | 5,374 | $1.1M |
| Grange Capital, LLC | 1.08% | Reduce -0.1% | 5,353 | $1.1M |
| Consolidated Portfolio Review Corp | 0.14% | Reduce -1.6% | 5,346 | $1.1M |
| Freestone Capital Holdings, LLC | 0.03% | Add +73.5% | 5,335 | $1.1M |
| Retirement Planning Group, LLC | 0.04% | Add +1.9% | 5,325 | $1.1M |
| Cambridge Capital Management, LLC | 0.53% | Reduce -0.8% | 5,309 | $1.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.13% | Reduce -4.9% | 5,292 | $1.1M |
| Worth Asset Management, LLC | 0.50% | New | 5,288 | $1.1M |
| Savvy Advisors, Inc. | 0.05% | Add +27.8% | 5,277 | $1.1M |
| King Wealth Management Group | 0.14% | Reduce -0.2% | 5,265 | $1.1M |
| Acorn Financial Advisory Services Inc. | 0.17% | Reduce -0.2% | 5,264 | $1.1M |
| Meritas Wealth Management, LLC | 0.54% | Add +0.0% | 5,262 | $1.1M |
| Moisand Fitzgerald Tamayo, LLC | 0.13% | Add +0.1% | 5,245 | $1.1M |
| Resurgent Financial Advisors LLC | 0.54% | Reduce -2.4% | 5,220 | $1.1M |
| Iron Gate Global Advisors LLC | 0.11% | No change | 5,200 | $1.1M |
| First National Bank of Mount Dora, Trust Investment Services | 0.24% | No change | 5,196 | $1.1M |
| SHUTTLEWORTH & Co | 0.97% | — | 5,144 | $1.1M |
| Uptick Partners, LLC | 0.28% | Reduce -2.4% | 5,124 | $1.1M |
| Evoke Wealth, LLC | 0.02% | No change | 5,097 | $1.1M |
| Dentgroup LLC | 0.69% | Reduce -0.1% | 5,111 | $1.1M |
| Transcend Capital Advisors, LLC | 0.08% | Reduce -4.2% | 5,106 | $1.1M |
| Octavia Wealth Advisors, LLC | 0.11% | Reduce -0.0% | 5,068 | $1.1M |
| Harpswell Capital Advisors, LLC | 1.01% | — | 5,086 | $1.1M |
| Visionary Wealth Advisors | 0.05% | Reduce -1.1% | 5,065 | $1.1M |
| Legacy Edge Advisors, LLC | 0.12% | Reduce -17.7% | 5,025 | $1.0M |
| New Covenant Trust Company, N.A. | 0.98% | Reduce -12.6% | 5,022 | $1.0M |
| Fermata Advisors, LLC | 0.26% | Reduce -4.2% | 5,004 | $1.0M |
| Trust Co. of Toledo NA | 0.10% | Reduce -10.7% | 4,995 | $1.0M |
| Pure Portfolios Holdings LLC | 0.33% | Reduce -0.6% | 4,993 | $1.0M |
| American Financial Advisors, LLC | 0.13% | Add +2.5% | 4,986 | $1.0M |
| Providence Capital Advisors, LLC | 0.18% | No change | 4,907 | $1.0M |
| Hoge Financial Services, LLC | 0.59% | Add +0.2% | 4,899 | $1.0M |
| Coastal Bridge Advisors, LLC | 0.08% | Add +40.1% | 4,887 | $1.0M |
| Painted Porch Advisors LLC | 0.39% | Add +3.8% | 4,882 | $1.0M |
| RFP Financial Group LLC | 0.41% | No change | 4,880 | $1.0M |
| Wedbush Securities Inc. | 0.03% | Reduce -12.0% | 4,859 | $1.0M |
| Diversify Advisory Services, LLC | 0.03% | Add +3.6% | 4,898 | $1.0M |
| Pekin Hardy Strauss, Inc. | 0.10% | Add +1.4% | 4,830 | $1.0M |
| Capital Analysts, LLC | 0.03% | Add +13.6% | 4,827 | $1.0M |
| VSM Wealth Advisory, LLC | 0.31% | Add +0.2% | 4,822 | $1.0M |
| HFG Advisors, Inc. | 0.74% | Add +4.8% | 4,806 | $1.0M |
| Keb Asset Management, LLC | 0.23% | No change | 4,805 | $1.0M |
| Burns Matteson Capital Management, LLC | 0.42% | Add +0.1% | 4,783 | $998K |
| Kathmere Capital Management, LLC | 0.07% | Reduce -16.3% | 4,778 | $997K |
| Soltis Investment Advisors LLC | 0.07% | Add +3.5% | 4,773 | $996K |
| Kovack Advisors, Inc. | 0.09% | Add +3.9% | 4,746 | $991K |
| Baldwin Investment Management, LLC | 0.11% | Reduce -4.2% | 4,741 | $989K |
| LongView Wealth Management | 0.27% | No change | 4,728 | $987K |
| Sagace Wealth Management LLC | 0.66% | Add +43.2% | 4,642 | $969K |
| Beacon Financial Advisory LLC | 0.22% | Reduce -1.6% | 4,633 | $967K |
| Elm Partners Management LLC | 0.05% | Add +52.3% | 4,622 | $965K |
| Cypress Point Wealth Management, LLC | 0.20% | Add +100.2% | 4,621 | $965K |
| SageView Advisory Group, LLC | 0.03% | Reduce -9.5% | 4,610 | $962K |
| Larson Financial Group LLC | 0.03% | Reduce -2.0% | 4,588 | $957K |
| Sapient Capital LLC | 0.01% | Reduce -0.1% | 4,568 | $954K |
| Citizens Financial Group Inc. | 0.01% | Add +7.1% | 4,551 | $954K |
| Disciplined Investments, LLC | 0.38% | Reduce -0.8% | 4,568 | $953K |
| Battery Global Advisors, LLC | 0.45% | No change | 4,545 | $953K |
| Aire Advisors, LLC | 0.17% | Add +0.8% | 4,515 | $942K |
| Financial Alternatives, Inc | 0.57% | No change | 4,489 | $937K |
| Goelzer Investment Management, Inc. | 0.05% | Add +1.0% | 4,482 | $935K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -1.1% | 4,480 | $935K |
| Capital Squared Financial LLC | 0.81% | Add +193.9% | 4,467 | $932K |
| Vannoy Advisory Group, Inc. | 0.61% | Reduce -1.8% | 4,466 | $932K |
| Csenge Advisory Group | 0.04% | Reduce -42.6% | 4,465 | $932K |
| Citadel Advisors | 0.00% | Reduce -90.9% | 4,460 | $931K |
| Bestgate Wealth Advisors, LLC | 1.64% | Add +0.6% | 4,443 | $927K |
| BlackRock, Inc. | 0.00% | Add +30.8% | 4,436 | $926K |
| Prospera Capital Management, LLC | 0.45% | Reduce -2.1% | 4,421 | $923K |
| Conrad Siegel Investment Advisors, Inc. | 0.19% | Add +1.3% | 4,395 | $917K |
| Canal Capital Management, LLC | 0.14% | Reduce -1.1% | 4,382 | $915K |
| Dopkins Wealth Management, LLC | 0.39% | Reduce -2.3% | 4,377 | $914K |
| Oppenheimer & Co. Inc. | 0.01% | Add +15.4% | 4,373 | $913K |
| Harbor Investment Advisory, LLC | 0.08% | Add +52.8% | 4,367 | $911K |
| Canandaigua National Bank & Trust Co. | 0.08% | Reduce -1.2% | 4,362 | $910K |
| Ritholtz Wealth Management | 0.02% | Reduce -0.0% | 4,330 | $904K |
| Graves Light Lenhart Wealth, Inc. | 0.10% | Add +1.0% | 4,322 | $902K |
| IFG Advisors, LLC | 0.15% | Add +0.1% | 4,321 | $902K |
| JT Stratford LLC | 0.12% | Add +6.9% | 4,271 | $891K |
| Canvas Wealth Advisors, LLC | 0.16% | Reduce -11.7% | 4,216 | $890K |
| Jacobi Capital Management LLC | 0.05% | Add +0.3% | 4,264 | $890K |
| Marion Wealth Management | 0.21% | No change | 4,261 | $889K |
| Legacies Wealth LLC | 0.57% | No change | 4,251 | $887K |
| Becker Capital Management Inc. | 0.03% | Add +20.3% | 4,230 | $887K |
| RS Crum Inc. | 0.20% | No change | 4,245 | $886K |
| Clarius Group, LLC | 0.05% | Add +0.1% | 4,202 | $877K |
| Mezzasalma Advisors, LLC | 0.22% | Reduce -1.4% | 4,194 | $875K |
| StoneX Group Inc. | 0.04% | Add +33.2% | 4,172 | $873K |
| City Holding Co. | 0.11% | Reduce -0.8% | 4,168 | $870K |
| Raffa Wealth Management, LLC | 0.16% | Add +0.4% | 4,155 | $867K |
| Balefire, LLC | 0.17% | Add +5.7% | 4,132 | $862K |
| Certuity, LLC | 0.06% | New | 4,112 | $858K |
| Fearless Solutions, LLC dba Best Invest | 0.55% | Reduce -2.2% | 4,107 | $857K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +3.3% | 4,103 | $856K |
| Arete Wealth Advisors, LLC | 0.05% | Add +42.5% | 4,116 | $855K |
| Berkeley, Inc | 0.27% | Add +0.1% | 4,095 | $855K |
| Friday Financial | 0.36% | Add +1.0% | 4,093 | $854K |
| Paulson Wealth Management Inc. | 0.20% | Reduce -8.9% | 4,084 | $852K |
| Caitlin John, LLC | 0.59% | Add +0.5% | 4,061 | $847K |
| Anchor Investment Management, LLC | 0.07% | Add +6.1% | 4,053 | $846K |
| HUB Investment Partners, LLC | 0.03% | Add +1.6% | 4,040 | $843K |
| Hemington Wealth Management | 0.11% | No change | 4,040 | $843K |
| Smithfield Trust Co | 0.04% | Reduce -4.7% | 3,982 | $831K |
| IFG Advisory, LLC | 0.04% | Add +3.5% | 3,978 | $830K |
| Quantum Financial Advisors, LLC | 0.10% | Add +1.2% | 3,977 | $830K |
| Envision Financial Planning, LLC | 0.35% | No change | 3,977 | $830K |
| Perennial Investment Advisors, LLC | 0.07% | Reduce -13.6% | 3,962 | $827K |
| RHS Financial, LLC | 0.43% | Reduce -0.8% | 3,961 | $827K |
| Trilogy Capital Inc. | 0.04% | Add +26.2% | 3,958 | $826K |
| Embree Financial Group | 0.11% | Add +0.1% | 3,936 | $822K |
| Armbruster Capital Management, Inc. | 0.14% | No change | 3,911 | $816K |
| Neuberger Berman Group LLC | 0.00% | Reduce -1.8% | 3,896 | $813K |
| Fonville Wealth Management LLC | 0.18% | Reduce -0.4% | 3,890 | $813K |
| Klingman & Associates, LLC | 0.04% | Add +10.3% | 3,886 | $811K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.17% | Add +0.1% | 3,843 | $806K |
| Saxony Capital Management, LLC | 0.53% | Add +38.9% | 3,850 | $804K |
| Waller Financial Planning Group, Inc. | 0.18% | Reduce -0.3% | 3,809 | $795K |
| Synergy Asset Management, LLC | 0.03% | Add +241.0% | 3,949 | $792K |
| Mayfair Advisory Group, LLC | 0.34% | Add +6.6% | 3,795 | $792K |
| Willner & Heller, LLC | 0.61% | Add +0.2% | 3,794 | $792K |
| American Money Management, LLC | 0.13% | Reduce -0.7% | 3,776 | $788K |
| Richmond Investment Services, LLC | 0.15% | Add +0.2% | 3,759 | $785K |
| McLean Asset Management Corp | 0.16% | Reduce -0.2% | 3,723 | $784K |
| Sightline Wealth Advisors, LLC | 0.35% | Reduce -0.5% | 3,756 | $784K |
| Wealth Preservation Advisors, LLC | 0.46% | Add +0.0% | 3,747 | $782K |
| Spreng Capital Management, Inc. | 0.32% | Reduce -4.0% | 3,743 | $781K |
| Lake Street Private Wealth, LLC | 0.10% | Add +0.0% | 3,732 | $779K |
| Glassman Wealth Services | 0.11% | No change | 3,724 | $777K |
| Stage Harbor Financial, LLC | 0.57% | No change | 3,702 | $773K |
| Magnolia Capital Advisors LLC | 0.20% | Reduce -0.0% | 3,692 | $771K |
| Accretive Wealth Partners, LLC | 0.23% | Reduce -0.4% | 3,687 | $769K |
| Caldwell Trust Co | 0.07% | Reduce -0.0% | 3,672 | $766K |
| Wescott Financial Advisory Group, LLC | 0.07% | Add +0.3% | 3,650 | $762K |
| KDT Advisors, LLC | 1.12% | Reduce -9.0% | 3,650 | $762K |
| MorganRosel Wealth Management, LLC | 0.20% | Reduce -2.9% | 3,644 | $761K |
| Signaturefd, LLC | 0.01% | Add +12.1% | 3,644 | $760K |
| Spinnaker Investment Group, LLC | 0.14% | New | 3,639 | $759K |
| Libra Wealth LLC | 0.23% | No change | 3,627 | $757K |
| Snowden Capital Advisors LLC | 0.02% | Add +2.3% | 3,610 | $757K |
| Westhampton Capital, LLC | 0.37% | No change | 3,624 | $756K |
| Legacy Private Trust Co. | 0.05% | Add +8.6% | 3,621 | $756K |
| Physician Wealth Advisors, Inc. | 0.11% | Reduce -7.8% | 3,607 | $753K |
| BCS Wealth Management | 0.17% | Reduce -9.9% | 3,566 | $745K |
| Franklin Resources Inc. | 0.00% | Add +1.4% | 3,566 | $744K |
| Wilmington Savings Fund Society, FSB | 0.02% | Reduce -46.1% | 3,557 | $742K |
| Arrowroot Family Office, LLC | 0.29% | Add +0.4% | 3,542 | $739K |
| Hoxton Planning & Management, LLC | 0.24% | Reduce -2.2% | 3,526 | $736K |
| Life Planning Partners, Inc | 0.54% | No change | 3,525 | $736K |
| Agate Pass Investment Management, LLC | 0.28% | No change | 3,503 | $731K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.27% | Reduce -0.9% | 3,496 | $730K |
| Chesley Taft & Associates LLC | 0.03% | Reduce -2.8% | 3,487 | $728K |
| Greykasell Wealth Strategies, Inc. | 0.30% | Add +0.1% | 3,465 | $723K |
| Winebrenner Capital Management LLC | 0.52% | Reduce -11.1% | 3,446 | $719K |
| Traynor Capital Management, Inc. | 0.04% | Add +22.2% | 3,443 | $719K |
| Compass Capital Corp. /Ma/ | 0.31% | Add +7.4% | 3,431 | $713K |
| Madison Wealth Partners, Inc | 0.14% | Add +0.4% | 3,408 | $711K |
| Oak Hill Wealth Advisors, LLC | 0.13% | No change | 3,400 | $710K |
| Parcion Private Wealth LLC | 0.04% | Reduce -8.1% | 3,399 | $709K |
| McDonald Partners LLC | 0.21% | Reduce -0.6% | 3,383 | $706K |
| Boston Partners | 0.00% | New | 3,351 | $702K |
| Yukon Wealth Management, Inc. | 0.23% | No change | 3,335 | $696K |
| Avant Capital LLC | 0.49% | New | 3,330 | $695K |
| Brass Tax Wealth Management, Inc. | 0.12% | Add +2.0% | 3,324 | $694K |
| Novak & Powell Financial Services, Inc. | 0.36% | New | 3,322 | $693K |
| Medallion Wealth Advisors, LLC | 0.25% | Add +6.9% | 3,310 | $691K |
| Bedel Financial Consulting, Inc. | 0.09% | Add +0.5% | 3,308 | $690K |
| Evergreen Capital Management LLC | 0.02% | No change | 3,281 | $688K |
| Droms Strauss Advisors Inc. /Mo/ | 0.20% | Reduce -5.7% | 3,289 | $686K |
| Destiny Wealth Partners, LLC | 0.08% | Add +2.8% | 3,282 | $685K |
| Abbot Financial Management, Inc. | 0.29% | No change | 3,262 | $681K |
| Greenspring Advisors, LLC | 0.12% | — | 3,225 | $673K |
| Astra Wealth Partners LLC | 0.47% | No change | 3,204 | $669K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 3,175 | $663K |
| Western Wealth Management, LLC | 0.03% | Add +0.7% | 3,166 | $661K |
| Rockwood Wealth Management, LLC | 0.05% | No change | 3,158 | $659K |
| Glenview Trust Co | 0.01% | Reduce -3.6% | 3,146 | $657K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -21.4% | 3,133 | $654K |
| Magnolia Private Wealth, LLC | 0.48% | Reduce -10.1% | 3,120 | $651K |
| Atlantic Union Bankshares Corp | 0.01% | Add +310.0% | 3,116 | $650K |
| Resolute Advisors LLC | 0.17% | Add +0.5% | 3,097 | $649K |
| GreatBanc Trust CO | 0.44% | — | 3,100 | $647K |
| Unconventional Investor, LLC | 0.32% | Add +0.8% | 3,095 | $646K |
| Wealthstream Advisors, Inc. | 0.10% | No change | 3,094 | $646K |
| Tennessee Valley Asset Management Partners | 0.09% | Add +7.2% | 3,078 | $642K |
| Country Club Bank | 0.04% | No change | 3,087 | $642K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -4.0% | 3,071 | $641K |
| Continuum Advisory, LLC | 0.07% | Add +2.8% | 3,031 | $633K |
| Accurate Wealth Management, LLC | 0.08% | Add +82.6% | 3,046 | $632K |
| Beckerman Institutional, LLC | 0.37% | Add +0.0% | 3,024 | $631K |
| RFG - Bristol Wealth Advisors, LLC | 0.18% | Reduce -86.1% | 3,022 | $631K |
| Avant Financial Advisors LLC | 0.47% | No change | 3,018 | $630K |
| Clal Insurance Enterprises Holdings Ltd | 0.00% | New | 3,000 | $629K |
| Smartleaf Asset Management LLC | 0.04% | Add +42.7% | 3,021 | $629K |
| Woodside Wealth Management LLC | 0.50% | Add +0.3% | 3,009 | $628K |
| Weik Capital Management | 0.23% | No change | 3,000 | $626K |
| Tactive Advisors, LLC | 0.18% | Add +3.2% | 2,988 | $624K |
| Eagle Rock Investment Company, LLC | 0.09% | Reduce -1.0% | 2,986 | $623K |
| TCI Wealth Advisors, Inc. | 0.04% | Reduce -2.3% | 2,983 | $623K |
| Evermay Wealth Management LLC | 0.07% | Reduce -15.9% | 2,970 | $621K |
| Axis Wealth Partners, LLC | 0.36% | Reduce -2.0% | 2,950 | $616K |
| Centaurus Financial, Inc. | 0.03% | Add +0.4% | 2,948 | $615K |
| National Bank of Canada | 0.00% | Add +6.7% | 2,945 | $614K |
| SCS Capital Management LLC | 0.01% | Reduce -2.4% | 2,902 | $608K |
| Community Bank, N.A. | 0.07% | Add +190.5% | 2,905 | $606K |
| Gibson Capital, LLC | 0.11% | No change | 2,899 | $605K |
| DGS Capital Management, LLC | 0.11% | Add +8.5% | 2,886 | $602K |
| Sage Investment Counsel LLC | 0.67% | Reduce -25.2% | 2,882 | $602K |
| Anderson Hoagland & Co. | 0.05% | No change | 2,881 | $601K |
| LJI Wealth Management, LLC | 0.10% | Add +0.2% | 2,871 | $599K |
| Woodmont Investment Counsel LLC | 0.04% | Reduce -8.0% | 2,871 | $599K |
| Silver Oak Advisory Group, Inc. | 0.27% | Reduce -1.7% | 2,873 | $599K |
| Comprehensive Money Management Services LLC | 0.42% | Reduce -0.1% | 2,863 | $598K |
| Altiora Financial Group, LLC | 0.11% | No change | 2,860 | $597K |
| Bowman & Co S.C. | 0.25% | Reduce -1.6% | 2,857 | $596K |
| Stonebridge Financial Planning Group, LLC | 0.22% | Reduce -7.2% | 2,846 | $594K |
| Pointe Capital Management LLC | 0.29% | Add +0.9% | 2,842 | $593K |
| Collaborative Wealth Managment Inc. | 0.24% | Add +5.8% | 2,838 | $592K |
| Busey Bank | 0.02% | Reduce -5.2% | 2,835 | $592K |
| WoodTrust Financial Corp | 0.07% | New | 2,832 | $591K |
| Mach-1 Financial Group, LLC | 0.09% | New | 2,830 | $591K |
| Integrity Advisory Solutions, LLC | 0.09% | — | 2,830 | $591K |
| Fisher Asset Management | 0.00% | Add +13.6% | 2,829 | $590K |
| Galvin, Gaustad & Stein, LLC | 0.05% | Reduce -7.2% | 2,814 | $587K |
| Granite FO LLC | 0.32% | Reduce -24.5% | 2,805 | $586K |
| Townsend Asset Management Corp. /NC/ | 0.21% | Reduce -19.5% | 2,801 | $585K |
| Renaissance Technologies | 0.00% | New | 2,800 | $584K |
| American Trust | 0.05% | Add +5.5% | 2,794 | $583K |
| Godsey & Gibb, Inc. | 0.05% | No change | 2,791 | $583K |
| UNIVEST FINANCIAL Corp | 0.03% | Reduce -0.1% | 2,786 | $582K |
| ERn Financial, LLC | 0.11% | No change | 2,782 | $581K |
| Apexium Financial, LP | 0.03% | Reduce -11.6% | 2,764 | $579K |
| Sunbelt Securities, Inc. | 0.04% | Add +2148.8% | 2,766 | $577K |
| Empirical Asset Management, LLC | 0.16% | No change | 2,765 | $577K |
| Twin Focus Capital Partners, LLC | 0.07% | Add +29.6% | 2,762 | $576K |
| FSM Wealth Advisors, LLC | 0.08% | Add +0.6% | 2,760 | $576K |
| Modern Wealth Management, LLC | 0.01% | Reduce -0.4% | 2,758 | $576K |
| Tyche Wealth Partners LLC | 0.10% | Reduce -35.9% | 2,753 | $575K |
| Potentia Wealth | 0.22% | Add +1.1% | 2,739 | $572K |
| Aviso Wealth Management | 0.25% | Add +3.4% | 2,733 | $570K |
| Windsor Advisory Group, LLC | 0.50% | No change | 2,720 | $568K |
| Investmark Advisory Group LLC | 0.25% | Add +4.5% | 2,716 | $567K |
| FWG Investments, LLC. | 0.39% | Add +15.7% | 2,703 | $564K |
| Frederick Financial Consultants, LLC | 0.32% | No change | 2,700 | $563K |
| FNY Investment Advisers, LLC | 0.19% | New | 2,700 | $563K |
| K2 Financial Inc. | 0.45% | Add +12.8% | 2,742 | $562K |
| Great Oak Capital Partners, LLC | 0.15% | New | 2,687 | $561K |
| Apeiron RIA LLC | 0.13% | Reduce -10.6% | 2,670 | $559K |
| Family Investment Center, Inc. | 0.12% | Add +0.3% | 2,661 | $557K |
| Greenline Partners, LLC | 0.07% | Reduce -2.5% | 2,660 | $555K |
| Copia Wealth Management | 0.41% | Add +5.9% | 2,658 | $555K |
| Carnegie Investment Counsel | 0.01% | Add +14.6% | 2,652 | $554K |
| Retirement Planning Group, LLC / NY | 0.41% | Add +29.6% | 2,638 | $553K |
| National Wealth Management Group, LLC | 0.21% | New | 2,646 | $552K |
| Rooted Wealth Advisors, Inc. | 0.17% | Add +9.6% | 2,608 | $551K |
| Cozad Asset Management Inc. | 0.04% | Reduce -20.1% | 2,631 | $549K |
| SOL Capital Management CO | 0.05% | Reduce -7.3% | 2,620 | $547K |
| Precedent Wealth Partners, LLC | 0.12% | Reduce -0.8% | 2,614 | $546K |
| Cornerstone Capital, Inc. | 0.05% | New | 2,606 | $544K |
| Private Trust Co. NA | 0.05% | Reduce -9.1% | 2,604 | $543K |
| Smith Thornton Advisors LLC | 0.28% | No change | 2,602 | $543K |
| Quarry Hill Advisors, LLC | 0.28% | No change | 2,601 | $543K |
| Lakewood Asset Management LLC | 0.33% | Add +5.3% | 2,599 | $542K |
| Prosperity Consulting Group, LLC | 0.03% | Add +5.1% | 2,592 | $541K |
| TFO Wealth Partners, LLC | 0.09% | Reduce -3.5% | 2,584 | $539K |
| Montis Financial, LLC | 0.12% | New | 2,581 | $539K |
| Pinnacle Associates Ltd. | 0.01% | Add +0.8% | 2,554 | $533K |
| Iowa State Bank | 0.10% | No change | 2,531 | $528K |
| Apollon Financial, LLC | 0.09% | Reduce -7.4% | 2,523 | $527K |
| Selective Wealth Management, Inc. | 0.17% | No change | 2,516 | $525K |
| Russell Investments Group, Ltd. | 0.00% | Add +6.2% | 2,516 | $525K |
| First National Bank Sioux Falls | 0.16% | No change | 2,514 | $525K |
| McMill Wealth Management | 0.15% | No change | 2,513 | $524K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -11.6% | 2,511 | $524K |
| Oldfather Financial Services, LLC | 0.16% | No change | 2,509 | $524K |
| Murphy & Mullick Capital Management Corp | 0.39% | No change | 2,508 | $523K |
| Guardian Wealth Management, Inc. | 0.31% | Add +1.5% | 2,504 | $523K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.1% | 2,504 | $523K |
| SteelPeak Wealth, LLC | 0.02% | Add +1.0% | 2,494 | $521K |
| PFG Investments, LLC | 0.03% | Add +1.7% | 2,495 | $521K |
| Narus Financial Partners, LLC | 0.14% | Add +7.6% | 2,494 | $521K |
| Red Wave Investments LLC | 0.16% | Reduce -1.3% | 2,494 | $521K |
| Atticus Wealth Management, LLC | 0.13% | Add +0.8% | 2,484 | $518K |
| Procyon Advisors, LLC | 0.03% | Add +0.1% | 2,481 | $518K |
| XY Planning Network, Inc. | 0.18% | No change | 2,655 | $518K |
| Lodestone Wealth Management LLC | 0.23% | Add +1.1% | 2,474 | $516K |
| Centurion Wealth Management LLC | 0.12% | Add +40.6% | 2,449 | $511K |
| Cascade Financial Partners, LLC | 0.06% | Reduce -1.6% | 2,444 | $510K |
| Root Financial Partners, LLC | 0.03% | Reduce -40.2% | 2,443 | $510K |
| Chapman Financial Group, LLC | 0.35% | Add +24.2% | 2,416 | $504K |
| Landmark Wealth Management, LLC | 0.20% | Reduce -2.0% | 2,400 | $501K |
| Calton & Associates, Inc. | 0.08% | Add +58.8% | 2,398 | $501K |
| MIdWestOne Financial Group, Inc. | 0.06% | Reduce -7.0% | 2,397 | $500K |
| Tsfg, LLC | 0.08% | Reduce -1.5% | 2,396 | $500K |
| Rinkey Investments | 0.13% | No change | 2,392 | $499K |
| Roffman Miller Associates Inc. | 0.03% | Reduce -10.4% | 2,383 | $497K |
| Versant Capital Management, Inc | 0.07% | Add +0.2% | 2,381 | $497K |
| Orleans Capital Management Corp. | 0.32% | No change | 2,373 | $495K |
| Round Rock Advisors LLC | 0.08% | No change | 2,334 | $487K |
| Camelot Technology Advisors, Inc. | 0.39% | No change | 2,327 | $486K |
| Montag A & Associates Inc. | 0.02% | No change | 2,311 | $483K |
| Staley Capital Advisers Inc. | 0.02% | No change | 2,311 | $482K |
| NorthStar Asset Management LLC | 0.23% | Reduce -0.3% | 2,310 | $482K |
| Taylor & Morgan Wealth Management, LLC | 0.30% | Add +0.2% | 2,305 | $481K |
| West Financial Advisors, LLC | 0.08% | Reduce -0.9% | 2,303 | $481K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -3.5% | 2,294 | $479K |
| QRG Capital Management, Inc. | 0.01% | Reduce -26.6% | 2,288 | $477K |
| Manuka Financial, LLC | 0.29% | Reduce -28.7% | 2,267 | $473K |
| Key Client Fiduciary Advisors, LLC | 0.16% | Add +6.7% | 2,262 | $472K |
| Drucker Wealth 3.0, LLC | 0.08% | Reduce -4.0% | 2,258 | $471K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Add +0.2% | 2,250 | $469K |
| Fidelis Capital Partners, LLC | 0.04% | No change | 2,247 | $469K |
| Valmark Advisers, Inc. | 0.01% | Reduce -9.3% | 2,244 | $468K |
| Richard P Slaughter Associates Inc | 0.10% | Reduce -15.1% | 2,235 | $466K |
| BLB&B Advisors, LLC | 0.02% | Reduce -2.5% | 2,223 | $464K |
| Fidelity D & D Bancorp Inc. | 0.26% | No change | 2,223 | $464K |
| IPG Investment Advisors LLC | 0.08% | No change | 2,211 | $464K |
| LPWM LLC | 0.12% | Add +2.8% | 2,220 | $463K |
| Bearing Point Capital, LLC | 0.08% | No change | 2,200 | $459K |
| Exchange Bank | 0.32% | Reduce -29.7% | 2,199 | $459K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -7.4% | 2,169 | $454K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -40.4% | 2,168 | $452K |
| Coppell Advisory Solutions LLC | 0.05% | Add +9.0% | 2,164 | $450K |
| Bell Investment Advisors, Inc | 0.07% | Add +2.5% | 2,152 | $449K |
| Founders Financial Securities LLC | 0.03% | Reduce -29.2% | 2,148 | $448K |
| SBI Securities Co., Ltd. | 0.01% | No change | 2,147 | $448K |
| Hardin Capital Partners, LLC | 0.24% | Add +0.8% | 2,136 | $446K |
| Elevation Wealth Partners, LLC | 0.16% | Reduce -8.2% | 2,130 | $445K |
| Foundations Investment Advisors, LLC | 0.01% | Add +17.7% | 2,125 | $444K |
| Pettyjohn, Wood & White, Inc. | 0.07% | No change | 2,120 | $442K |
| Ariadne Wealth Management, LP | 0.20% | No change | 2,145 | $442K |
| Nottingham Advisors, Inc. | 0.06% | Add +0.1% | 2,102 | $439K |
| Financial Futures Ltd Liability Co. | 0.21% | No change | 2,097 | $438K |
| Pension & Wealth Management Advisors, Inc. | 0.14% | Reduce -0.8% | 2,080 | $434K |
| Provident Wealth Management, LLC | 0.13% | No change | 2,057 | $429K |
| Capasso Planning Partners LLC | 0.27% | Reduce -8.9% | 2,056 | $429K |
| Walter & Keenan Wealth Management LLC /in/ | 0.12% | Reduce -3.7% | 2,044 | $427K |
| Daymark Wealth Partners, LLC | 0.01% | Add +3.2% | 2,042 | $426K |
| Confluence Wealth Services, Inc. | 0.02% | Add +5.9% | 2,033 | $424K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -2.0% | 2,027 | $423K |
| Dominguez Wealth Management Solutions, Inc. | 0.27% | Reduce -0.1% | 2,025 | $423K |
| Argentarii, LLC | 0.17% | Add +17.1% | 2,024 | $422K |
| Ballentine Capital Advisors, Inc | 0.19% | No change | 2,022 | $422K |
| Villere St Denis J & Co. LLC | 0.04% | No change | 2,022 | $422K |
| Washington Trust Advisors, Inc. | 0.03% | Add +10.2% | 2,013 | $420K |
| Winthrop Capital Management, LLC | 0.10% | No change | 2,014 | $420K |
| Bantamac Capital, LLC | 0.32% | No change | 2,000 | $417K |
| Rathbones Group PLC | 0.00% | No change | 2,000 | $417K |
| Athena Investment Management | 0.22% | No change | 1,998 | $417K |
| Cornerstone Advisors Asset Management, LLC | 0.07% | New | 1,995 | $416K |
| Lodestar Private Asset Management LLC | 0.04% | Reduce -0.1% | 1,994 | $416K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -26.4% | 1,994 | $416K |
| Burling Wealth Partners, LLC | 0.07% | No change | 1,990 | $415K |
| First Trust Advisors LP | 0.00% | New | 1,989 | $415K |
| Essential Partners LLC | 0.14% | Reduce -17.6% | 1,988 | $415K |
| Barnes Pettey Financial Advisors, LLC | 0.23% | Add +0.9% | 1,988 | $415K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -18.4% | 1,973 | $414K |
| Retirement Financial Solutions, LLC | 0.13% | Reduce -98.0% | 1,983 | $414K |
| NWF Advisory Services Inc. | 0.05% | Reduce -1.5% | 1,979 | $413K |
| Ceera Investments, LLC | 0.13% | Add +24.6% | 1,978 | $413K |
| Pinnacle Bancorp, Inc. | 0.12% | Add +0.5% | 1,973 | $412K |
| Quadrant Capital Group LLC | 0.01% | Reduce -54.4% | 1,963 | $410K |
| Gemmer Asset Management LLC | 0.03% | New | 1,951 | $407K |
| Columbia Advisory Partners LLC | 0.28% | New | 1,946 | $406K |
| Client 1ST Advisory Group, LLC | 0.13% | Add +7.7% | 1,945 | $406K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.20% | Add +1.3% | 1,944 | $406K |
| Accredited Investors Inc. | 0.02% | Add +9.9% | 1,943 | $406K |
| Adamsbrown Wealth Consultants LLC | 0.11% | Reduce -1.1% | 1,936 | $404K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -28.2% | 1,935 | $404K |
| CM Wealth Advisors LLC | 0.11% | No change | 1,926 | $404K |
| Ridgewood Investments LLC | 0.17% | Add +0.6% | 1,934 | $404K |
| Curated Wealth Partners LLC | 0.05% | Add +0.1% | 1,927 | $402K |
| Capital Investment Advisors, LLC | 0.01% | Add +17.6% | 1,922 | $401K |
| Wilson & Boucher Capital Management, LLC | 0.26% | No change | 1,921 | $401K |
| Guidance Capital, Inc. | 0.10% | Reduce -5.6% | 1,902 | $400K |
| Aspen Grove Capital, LLC | 0.07% | No change | 1,900 | $398K |
| Rexford Capital Inc. | 0.31% | No change | 1,900 | $397K |
| CoreCap Advisors, LLC | 0.01% | Add +6.7% | 1,893 | $395K |
| Summit Trail Advisors, LLC | 0.01% | Add +3.3% | 1,882 | $395K |
| Vantage Point Financial LLC | 0.15% | Add +0.2% | 1,890 | $394K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +20.0% | 1,887 | $394K |
| Simplicity Wealth,LLC | 0.02% | Reduce -60.2% | 1,884 | $393K |
| Skyline Advisors, Inc. | 0.14% | No change | 1,883 | $393K |
| Compass Capital Management, Inc. | 0.02% | New | 1,880 | $392K |
| Investments & Financial Planning, LLC | 0.21% | Reduce -3.6% | 1,876 | $392K |
| Coastwise Capital Group, LLC | 0.28% | Add +6.1% | 1,874 | $391K |
| MWA Asset Management | 0.22% | Reduce -11.4% | 1,869 | $390K |
| Thrive Wealth Management, LLC | 0.06% | Reduce -5.3% | 1,860 | $388K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +17.8% | 1,847 | $386K |
| Solutions 4 Wealth, Ltd | 0.60% | No change | 1,841 | $384K |
| CGC Financial Services, LLC | 0.11% | No change | 1,841 | $384K |
| One Capital Management, LLC | 0.01% | New | 1,834 | $383K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -7.7% | 1,812 | $383K |
| Summit Financial Strategies, Inc. | 0.03% | Reduce -0.4% | 1,826 | $381K |
| Binnacle Investments Inc | 0.22% | Reduce -0.5% | 1,825 | $381K |
| Carnegie Lake Advisors LLC | 0.15% | New | 1,825 | $381K |
| Next Level Private LLC | 0.11% | Reduce -1.3% | 1,805 | $380K |
| Old North State Wealth Management, LLC | 0.18% | Reduce -3.4% | 1,816 | $380K |
| HHM Wealth Advisors, LLC | 0.04% | Reduce -1.2% | 1,818 | $379K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Reduce -0.7% | 1,808 | $377K |
| Invst, LLC | 0.04% | Reduce -70.7% | 1,806 | $377K |
| Cutler Investment Counsel LLC | 0.04% | No change | 1,798 | $377K |
| Cadence Bank | 0.02% | Reduce -0.6% | 1,794 | $374K |
| Capital Advisors, Ltd. LLC | 0.04% | Reduce -3.5% | 1,791 | $374K |
| Uptown Financial Advisors LLC | 0.33% | No change | 1,788 | $373K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -15.6% | 1,788 | $372K |
| WealthTrak Capital Management LLC | 0.31% | Add +1.5% | 1,781 | $372K |
| Brightwater Advisory LLC | 0.25% | Reduce -4.2% | 1,778 | $371K |
| Townsquare Capital LLC | 0.06% | Reduce -32.0% | 1,757 | $367K |
| Sage Rhino Capital LLC | 0.07% | Add +0.9% | 1,751 | $366K |
| Cidel Asset Management Inc. | 0.02% | No change | 1,750 | $365K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -10.7% | 1,749 | $365K |
| Grand Wealth Management, LLC | 0.18% | No change | 1,731 | $363K |
| MAS Advisors LLC | 0.57% | No change | 1,730 | $361K |
| Wrapmanager Inc. | 0.11% | Reduce -57.2% | 1,729 | $361K |
| Diversified Trust Co. | 0.01% | Add +2.2% | 1,718 | $359K |
| Ocean Park Asset Management, LLC | 0.01% | New | 1,716 | $358K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -1.8% | 1,716 | $358K |
| Verdence Capital Advisors LLC | 0.02% | Add +5.5% | 1,699 | $358K |
| Clark Asset Management, LLC | 0.04% | Reduce -32.2% | 1,715 | $358K |
| Berman McAleer LLC | 0.05% | — | 1,707 | $358K |
| Vantage Financial Partners, LLC | 0.08% | Reduce -16.5% | 1,713 | $358K |
| Evercore Wealth Management, LLC | 0.01% | No change | 1,712 | $357K |
| Vista Capital Partners, Inc. | 0.04% | Reduce -8.4% | 1,708 | $357K |
| Obsidian Personal Planning Solutions LLC | 0.12% | Add +0.3% | 1,726 | $356K |
| Seed Wealth Management, Inc. | 0.24% | Reduce -30.3% | 1,700 | $355K |
| Sonoma Private Wealth LLC | 0.42% | Add +10.3% | 1,696 | $354K |
| Melfa Wealth Management, Inc. | 0.21% | No change | 1,691 | $353K |
| New Hampshire Trust | 0.07% | Reduce -8.9% | 1,688 | $352K |
| Nicolet Advisory Services, LLC | 0.03% | Add +0.1% | 1,673 | $349K |
| Marco Investment Management LLC | 0.03% | Add +2.1% | 1,668 | $348K |
| Jag Capital Management, LLC | 0.04% | Reduce -4.3% | 1,655 | $345K |
| BWM Planning, LLC | 0.10% | Add +0.1% | 1,653 | $345K |
| New England Private Wealth Advisors LLC | 0.04% | No change | 1,632 | $341K |
| Semitam Bonam LLC | 0.30% | No change | 1,630 | $340K |
| Willow Creek Wealth Management Inc. | 0.03% | Add +7.7% | 1,628 | $340K |
| Finward Bancorp | 0.26% | Reduce -24.6% | 1,626 | $339K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | No change | 1,625 | $339K |
| Annandale Capital, LLC | 0.06% | No change | 1,625 | $339K |
| Austin Wealth Management, LLC | 0.05% | Add +13.7% | 1,630 | $339K |
| TPG Advisors LLC | 0.22% | No change | 1,616 | $337K |
| Integral Investment Advisors, Inc. | 0.09% | Reduce -25.2% | 1,612 | $336K |
| Willis Johnson & Associates, Inc. | 0.02% | No change | 1,611 | $336K |
| Argent Advisors, Inc. | 0.10% | No change | 1,601 | $334K |
| Ethos Financial Group, LLC | 0.03% | Reduce -15.2% | 1,585 | $332K |
| Camelot Portfolios, LLC | 0.20% | Reduce -8.9% | 1,589 | $332K |
| Uhlmann Price Securities, LLC | 0.20% | Add +16.4% | 1,588 | $332K |
| Team Hewins, LLC | 0.11% | No change | 1,580 | $331K |
| 1ST Source Bank | 0.02% | No change | 1,583 | $330K |
| Appleton Partners Inc. | 0.02% | No change | 1,564 | $326K |
| Centennial Bank | 0.13% | No change | 1,560 | $326K |
| Flagstar Securities, Inc. | 0.10% | Reduce -73.1% | 1,551 | $325K |
| Rovin Capital /Ut/ | 0.09% | No change | 1,555 | $325K |
| Salus Financial Advisors, LLC | 0.20% | No change | 1,556 | $325K |
| Clark Capital Management Group, Inc. | 0.00% | Add +4.7% | 1,551 | $324K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -88.5% | 1,546 | $323K |
| KDK Private Wealth Management, LLC | 0.33% | Reduce -4.7% | 1,546 | $323K |
| Keel Point, LLC | 0.02% | Add +2.9% | 1,544 | $322K |
| LWM Advisors Inc. | 0.29% | Reduce -0.1% | 1,544 | $322K |
| Milestone Asset Management Group, LLC | 0.20% | Add +0.4% | 1,543 | $322K |
| North Capital, Inc. | 0.25% | Add +0.5% | 1,542 | $322K |
| Penobscot Wealth Management | 0.10% | Reduce -1.2% | 1,541 | $322K |
| Gilliland Jeter Wealth Management LLC | 0.10% | No change | 1,536 | $321K |
| Outbound Financial Inc | 0.26% | No change | 1,535 | $320K |
| Gateway Wealth Partners, LLC | 0.04% | Add +1.6% | 1,531 | $320K |
| Robinson Smith Wealth Advisors LLC | 0.23% | No change | 1,529 | $319K |
| Columbia Asset Management | 0.06% | Add +4.5% | 1,523 | $318K |
| Fiduciary Trust Co | 0.00% | Reduce -10.0% | 1,519 | $317K |
| BCR Wealth Strategies, LLC | 0.11% | New | 1,514 | $315K |
| SVB Wealth LLC | 0.02% | Add +34.5% | 1,500 | $313K |
| Romano Brothers and Company | 0.04% | No change | 1,491 | $311K |
| LexAurum Advisors, LLC | 0.04% | Add +2.1% | 1,478 | $309K |
| Meredith Wealth Planning | 0.10% | No change | 1,477 | $308K |
| Vestia Personal Wealth Advisors | 0.16% | Add +0.4% | 1,475 | $308K |
| Barlow Wealth Partners, LLC | 0.03% | Reduce -5.6% | 1,482 | $308K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +41.0% | 1,471 | $307K |
| Stewardship Advisors, LLC | 0.07% | Reduce -2.5% | 1,469 | $307K |
| GM Advisory Group, LLC | 0.01% | Add +0.3% | 1,461 | $305K |
| Keystone Financial Group | 0.02% | Add +2.5% | 1,458 | $304K |
| Jeppson Wealth Management, LLC | 0.10% | No change | 1,455 | $304K |
| Fourth Dimension Wealth, LLC | 0.12% | Reduce -5.5% | 1,444 | $301K |
| Snider Financial Group | 0.08% | No change | 1,438 | $300K |
| Lazari Capital Management, Inc. | 0.10% | Add +0.4% | 1,436 | $300K |
| Park Edge Advisors, LLC | 0.07% | Reduce -10.6% | 1,431 | $299K |
| Bonfire Financial | 0.23% | Reduce -10.8% | 1,423 | $298K |
| Curi Capital, LLC | 0.01% | Add +10.9% | 1,423 | $298K |
| Sage Financial Management Group, Inc. | 0.10% | No change | 1,427 | $298K |
| Inspire Advisors, LLC | 0.03% | Reduce -3.2% | 1,427 | $298K |
| Sovran Advisors, LLC | 0.03% | Add +31.6% | 1,448 | $298K |
| Horizon Investment Services, LLC | 0.11% | Reduce -4.0% | 1,423 | $297K |
| DecisionMap Wealth Management, LLC | 0.19% | Reduce -0.1% | 1,420 | $296K |
| Hollencrest Capital Management | 0.01% | Reduce -0.1% | 1,420 | $296K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -17.7% | 1,419 | $296K |
| Roman Butler Fullerton & Co. | 0.08% | Add +2.4% | 1,428 | $296K |
| Yoder Wealth Management, Inc. | 0.14% | No change | 1,417 | $296K |
| Holland Advisory Services, Inc. | 0.40% | Add +0.4% | 1,411 | $295K |
| Harbor Asset Planning, Inc. | 0.26% | Reduce -7.4% | 1,410 | $294K |
| Evensky & Katz LLC | 0.02% | Add +0.4% | 1,404 | $293K |
| W.H. Cornerstone Investments Inc. | 0.18% | Add +0.5% | 1,400 | $292K |
| PAX Financial Group, LLC | 0.05% | Reduce -9.5% | 1,398 | $292K |
| ICONIQ Capital, LLC | 0.00% | No change | 1,398 | $292K |
| Creekmur Asset Management LLC | 0.05% | Reduce -1.4% | 1,388 | $290K |
| International Assets Investment Management, LLC | 0.02% | No change | 1,453 | $289K |
| Debussy Capital Management LP | 0.04% | Reduce -51.1% | 1,382 | $289K |
| Milestone Investment Advisors LLC | 0.07% | No change | 1,366 | $285K |
| WNY Asset Management, LLC | 0.03% | Reduce -20.6% | 1,357 | $283K |
| Paragon Advisors, LLC | 0.07% | Add +5.0% | 1,355 | $283K |
| Golden State Wealth Management, LLC | 0.03% | Add +0.1% | 1,348 | $281K |
| Stegner Investment Associates Inc. | 0.15% | New | 1,346 | $281K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.3% | 1,345 | $281K |
| Dearborn Partners LLC | 0.01% | New | 1,339 | $279K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +1.2% | 1,334 | $278K |
| Legacy Bridge, LLC | 0.12% | Add +20.8% | 1,326 | $277K |
| Headinvest, LLC | 0.06% | No change | 1,325 | $277K |
| Hippocratic Financial Advisors, LLC | 0.13% | Reduce -11.5% | 1,323 | $276K |
| Cassaday & Co Wealth Management LLC | 0.01% | New | 1,319 | $275K |
| Gilman Hill Asset Management, LLC | 0.04% | Reduce -2.2% | 1,318 | $275K |
| My Personal CFO, LLC | 0.11% | Reduce -15.0% | 1,312 | $274K |
| Foundation Wealth Management, LLC\PA | 0.11% | No change | 1,312 | $274K |
| Passive Capital Management, LLC. | 0.09% | No change | 1,310 | $273K |
| Cobblestone Capital Advisors LLC | 0.01% | No change | 1,308 | $273K |
| Advocacy Wealth Management, LLC | 0.01% | New | 1,305 | $272K |
| Amplius Wealth Advisors, LLC | 0.02% | Reduce -18.2% | 1,301 | $272K |
| Brandes Investment Partners, LP | 0.00% | Reduce -85.4% | 1,301 | $272K |
| Founders Financial Alliance, LLC | 0.05% | Add +326.4% | 1,292 | $270K |
| Wealth Quarterback LLC | 0.10% | Reduce -3.0% | 1,289 | $269K |
| Brady Martz Wealth Solutions, LLC | 0.05% | No change | 1,282 | $268K |
| Sonora Investment Management Group, LLC | 0.02% | No change | 1,281 | $267K |
| Murphy Pohlad Asset Management LLC | 0.10% | Add +12.2% | 1,280 | $267K |
| Axim Planning & Wealth | 0.21% | Reduce -2.8% | 1,272 | $265K |
| RCS Financial Planning, LLC | 0.12% | Add +1.9% | 1,265 | $265K |
| TruWealth Advisors, LLC | 0.01% | No change | 1,269 | $265K |
| PGIM Custom Harvest LLC | 0.00% | Reduce -16.9% | 1,268 | $265K |
| Colonial Trust Co / SC | 0.04% | Reduce -44.6% | 1,268 | $265K |
| Brian Low Financial Group, LLC | 0.21% | Reduce -9.9% | 1,267 | $264K |
| Cherry Creek Investment Advisors, Inc. | 0.11% | Add +3.4% | 1,264 | $264K |
| Tradewinds, LLC. | 0.06% | New | 1,262 | $263K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -26.0% | 1,258 | $262K |
| Net Worth Advisory Group | 0.08% | Reduce -72.5% | 1,254 | $262K |
| Schrum Private Wealth Management LLC | 0.19% | Reduce -16.8% | 1,252 | $261K |
| Wells Financial Advisors INC | 0.35% | No change | 1,251 | $261K |
| TFC Financial Management, Inc. | 0.03% | Add +0.1% | 1,239 | $259K |
| Summit Asset Management, LLC | 0.04% | No change | 1,239 | $259K |
| Balboa Wealth Partners | 0.04% | Add +5.5% | 1,238 | $258K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Reduce -10.3% | 1,233 | $258K |
| Liberty Capital Management, Inc. | 0.05% | Reduce -1.3% | 1,235 | $258K |
| Dakota Wealth Management | 0.01% | Reduce -44.9% | 1,235 | $258K |
| Kraft, Davis & Associates, LLC | 0.06% | Reduce -22.6% | 1,218 | $257K |
| Mb, Levis & Associates, LLC | 0.11% | Add +26.8% | 1,231 | $257K |
| Park Place Capital Corp | 0.05% | Add +0.1% | 1,230 | $257K |
| Claris Advisors, LLC / Mo / | 0.09% | No change | 1,315 | $256K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -22.2% | 1,215 | $254K |
| L. Roy Papp & Associates, LLP | 0.03% | Add +0.5% | 1,214 | $253K |
| Winthrop Advisory Group LLC | 0.02% | Reduce -10.1% | 1,206 | $253K |
| Tandem Financial, LLC | 0.09% | New | 1,205 | $253K |
| Berger Financial Group, Inc | 0.01% | Reduce -1.2% | 1,200 | $251K |
| Crewe Advisors LLC | 0.02% | Add +67.2% | 1,197 | $250K |
| Intelligence Driven Advisers, LLC | 0.03% | Add +0.4% | 1,194 | $249K |
| Harbour Capital Advisors, LLC | 0.05% | No change | 1,187 | $248K |
| Key Financial Inc | 0.05% | Add +14.2% | 1,179 | $247K |
| SilverOak Wealth Management LLC | 0.04% | No change | 1,181 | $246K |
| Accel Wealth Management | 0.07% | Reduce -29.4% | 1,181 | $246K |
| Bogart Wealth, LLC | 0.01% | Reduce -7.8% | 1,178 | $246K |
| Punch & Associates Investment Management, Inc. | 0.01% | Reduce -27.1% | 1,173 | $245K |
| Strategic Financial Services, Inc. | 0.01% | No change | 1,165 | $243K |
| Ehrlich Financial Group | 0.14% | No change | 1,163 | $243K |
| Gilbert & Cook, Inc. | 0.03% | New | 1,161 | $242K |
| Andrews, Lucia Wealth Management LLC | 0.15% | No change | 1,160 | $242K |
| Hazlett, Burt & Watson, Inc. | 0.09% | Add +0.1% | 1,154 | $241K |
| World Equity Group, Inc. | 0.05% | Add +4.3% | 1,151 | $240K |
| Salomon & Ludwin, LLC | 0.02% | Reduce -0.5% | 1,134 | $239K |
| Insight Inv LLC | 0.14% | No change | 1,143 | $239K |
| Archer Investment Corp | 0.05% | Reduce -1.0% | 1,142 | $238K |
| Moloney Securities Asset Management, LLC | 0.03% | Add +2.7% | 1,135 | $237K |
| Connecticut Wealth Management, LLC | 0.01% | Reduce -0.4% | 1,126 | $235K |
| Defined Wealth Management, LLC | 0.14% | Reduce -5.3% | 1,124 | $234K |
| Northern Financial Advisors Inc | 0.12% | New | 1,121 | $234K |
| Lauterbach Financial Advisors, LLC | 0.12% | No change | 1,117 | $233K |
| Prospect Financial Services LLC | 0.13% | New | 1,116 | $233K |
| Ameriflex Group, Inc. | 0.09% | Add +115.9% | 1,116 | $233K |
| Capital Group Private Client Services, Inc. | 0.00% | No change | 1,108 | $231K |
| Burney Co./ | 0.01% | Reduce -21.6% | 1,106 | $231K |
| Signal Advisors Wealth, LLC | 0.02% | New | 1,101 | $230K |
| Jackson, Grant Investment Advisers, Inc. | 0.08% | Add +0.9% | 1,101 | $230K |
| RFG Holdings, Inc. | 0.06% | Add +0.2% | 1,098 | $229K |
| Independent Wealth Network Inc. | 0.07% | Add +2.9% | 1,098 | $229K |
| RAM Investment Partners, LLC | 0.04% | New | 1,098 | $229K |
| Advisors Capital Management, LLC | 0.00% | Reduce -9.6% | 1,096 | $229K |
| Stephens Consulting, LLC | 0.08% | Reduce -60.2% | 1,091 | $228K |
| Tillman Hartley LLC | 0.06% | Reduce -65.2% | 1,089 | $227K |
| Legacy Advisors, LLC | 0.03% | — | 1,085 | $227K |
| Holos Integrated Wealth LLC | 0.13% | No change | 1,125 | $227K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Add +3.6% | 1,085 | $226K |
| Woodard & Co. Asset Management Group Inc. | 0.04% | No change | 1,080 | $225K |
| Graney & King, LLC | 0.16% | No change | 1,077 | $225K |
| Prudent Investors Network, Inc. | 0.06% | No change | 1,075 | $224K |
| Core Wealth Partners LLC | 0.10% | No change | 1,073 | $224K |
| Brown Brothers Harriman & Co. | 0.00% | Add +12.0% | 1,073 | $224K |
| Forum Financial Management, LP | 0.00% | New | 1,064 | $222K |
| Omega Financial Group, LLC | 0.07% | Add +0.4% | 1,062 | $222K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -1.9% | 1,051 | $219K |
| WPG Advisers, LLC | 0.17% | Add +0.5% | 1,045 | $218K |
| Investment Research & Advisory Group, Inc. | 0.07% | Reduce -49.9% | 1,043 | $218K |
| Northstar Group, Inc. | 0.03% | Reduce -1.0% | 1,035 | $216K |
| Lifeworks Advisors, LLC | 0.03% | No change | 1,029 | $215K |
| Satovsky Asset Management LLC | 0.04% | Add +0.2% | 1,029 | $215K |
| Westmount Partners, LLC | 0.06% | New | 1,024 | $215K |
| Smith Salley Wealth Management | 0.01% | Reduce -44.4% | 1,027 | $214K |
| Pinion Investment Advisors, LLC | 0.06% | Reduce -9.9% | 1,014 | $213K |
| Encompass Wealth Advisors, LLC | 0.07% | New | 1,018 | $212K |
| Capital Investment Counsel, LLC | 0.03% | Reduce -21.6% | 1,016 | $212K |
| AIMZ Investment Advisors, LLC | 0.07% | New | 1,015 | $212K |
| GatePass Capital, LLC | 0.12% | Reduce -2.2% | 1,012 | $211K |
| Beaumont Financial Advisors, LLC | 0.01% | Reduce -2.4% | 1,010 | $211K |
| Investment Advisory Group, LLC | 0.06% | New | 1,008 | $210K |
| Post Resch Tallon Group Inc. | 0.19% | New | 1,005 | $210K |
| Serenus Wealth Advisors, LLC | 0.04% | New | 1,002 | $209K |
| Advantage Trust Co | 0.09% | No change | 1,000 | $209K |
| Essential Planning, LLC. | 0.07% | New | 1,000 | $209K |
| United Bank | 0.02% | New | 1,000 | $209K |
| Lanark Financial, Inc. | 0.02% | Add +0.9% | 998 | $208K |
| Manske Wealth Management | 0.06% | New | 996 | $208K |
| RW Investment Management LLC | 0.02% | New | 995 | $208K |
| Meridian Wealth Advisors, LLC | 0.03% | New | 995 | $208K |
| Rothschild Investment LLC | 0.01% | Add +0.6% | 992 | $207K |
| N.E.W. Advisory Services LLC | 0.02% | Add +0.1% | 990 | $207K |
| Crumly & Associates Inc. | 0.05% | New | 988 | $206K |
| Accredited Investor Services, LLC | 0.14% | New | 982 | $205K |
| TAGStone Capital, Inc. | 0.08% | New | 977 | $205K |
| Freedom Financial Partners LLC | 0.08% | New | 978 | $204K |
| White Wing Wealth Management | 0.13% | New | 973 | $204K |
| Hubbell Strickland Wealth Management, LLC | 0.08% | New | 977 | $204K |
| West Bancorporation Inc. | 0.11% | New | 976 | $204K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -16.2% | 972 | $203K |
| Litman Gregory Wealth Management LLC | 0.02% | New | 971 | $203K |
| Ellenbecker Investment Group | 0.03% | New | 969 | $202K |
| Abound Wealth Management | 0.05% | Add +11.8% | 968 | $202K |
| WMG Financial Advisors, LLC | 0.07% | New | 966 | $202K |
| Aquire Wealth Advisors, LLC | 0.05% | New | 965 | $201K |
| jvl associates llc | 0.07% | New | 963 | $201K |
| Sound Income Strategies, LLC | 0.01% | Add +2.5% | 927 | $192K |
| First PREMIER Bank | 0.04% | No change | 910 | $190K |
| Bare Financial Services, Inc | 0.05% | No change | 873 | $182K |
| Operose Advisors LLC | 0.04% | Reduce -6.1% | 866 | $181K |
| Angeles Wealth Management, LLC | 0.01% | Reduce -24.4% | 854 | $178K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.30% | No change | 844 | $176K |
| WealthCollab, LLC | 0.08% | No change | 820 | $171K |
| Kennebec Savings Bank | 0.16% | Reduce -9.2% | 817 | $171K |
| Arcadia Investment Advisors LLC | 0.08% | No change | 811 | $169K |
| New Republic Capital, LLC | 0.05% | Reduce -1.8% | 803 | $168K |
| Proffitt & Goodson Inc. | 0.02% | No change | 783 | $163K |
| Dagco, Inc. | 0.04% | No change | 770 | $161K |
| McIlrath & Eck, LLC | 0.02% | Add +13.9% | 761 | $159K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | New | 756 | $158K |
| Addison Advisors LLC | 0.04% | Reduce -4.3% | 756 | $158K |
| Glen Eagle Advisors, LLC | 0.02% | Add +10.3% | 747 | $156K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -50.8% | 741 | $155K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 718 | $150K |
| Curio Wealth, LLC | 0.06% | No change | 706 | $147K |
| Nalls Sherbakoff Group, LLC | 0.10% | No change | 705 | $147K |
| Colony Family Offices, LLC | 0.04% | No change | 694 | $145K |
| Atlantic Private Wealth, LLC | 0.09% | No change | 673 | $140K |
| Thompson Investment Management, Inc. | 0.02% | No change | 635 | $133K |
| MV Capital Management, Inc. | 0.01% | No change | 633 | $132K |
| Cloud Capital Management, LLC | 0.07% | New | 624 | $131K |
| Lazard Asset Management LLC | 0.00% | No change | 610 | $127K |
| Field & Main Bank | 0.04% | No change | 600 | $125K |
| GAMMA Investing LLC | 0.01% | No change | 593 | $124K |
| LRI Investments, LLC | 0.01% | Reduce -36.0% | 588 | $123K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -43.2% | 565 | $118K |
| 10Elms LLP | 0.12% | No change | 562 | $117K |
| Bfsg, LLC | 0.01% | Add +18.5% | 544 | $114K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 537 | $112K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -6.6% | 520 | $109K |
| West Paces Advisors Inc. | 0.02% | Reduce -22.4% | 517 | $108K |
| Bradley & Co. Private Wealth Management, LLC | 0.06% | No change | 506 | $106K |
| Fairscale Capital, LLC | 0.07% | No change | 502 | $105K |
| Wagner Wealth Management, LLC | 0.02% | No change | 504 | $105K |
| SYM FINANCIAL Corp | 0.01% | No change | 500 | $104K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 500 | $104K |
| Horizon Bancorp Inc. | 0.05% | Reduce -60.2% | 494 | $103K |
| Keener Financial Planning LLC | 0.04% | No change | 467 | $97K |
| Financial Life Planners | 0.06% | New | 440 | $92K |
| Gen-Wealth Partners Inc | 0.03% | Add +0.5% | 437 | $91K |
| Sachetta, LLC | 0.03% | Reduce -11.2% | 435 | $91K |
| American National Bank & Trust | 0.01% | Reduce -95.1% | 435 | $91K |
| Old Second National Bank of Aurora | 0.02% | No change | 428 | $89K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -4.3% | 425 | $89K |
| TCTC Holdings, LLC | 0.00% | No change | 423 | $88K |
| Investors Research Corp | 0.02% | Reduce -25.5% | 407 | $85K |
| Crowley Wealth Management, Inc. | 0.07% | No change | 404 | $84K |
| JPL Wealth Management, LLC | 0.02% | New | 401 | $84K |
| Mechanics Financial Corp | 0.03% | No change | 400 | $83K |
| Manchester Capital Management LLC | 0.01% | Reduce -95.6% | 400 | $83K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | No change | 400 | $83K |
| Private Wealth Asset Management, LLC | 0.01% | Add +5.2% | 382 | $80K |
| DHJJ Financial Advisors, Ltd. | 0.03% | Add +0.3% | 379 | $79K |
| American Capital Advisory, LLC | 0.04% | No change | 375 | $78K |
| Van Den Berg Management I, Inc. | 0.02% | Reduce -0.3% | 369 | $77K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 345 | $72K |
| Ballast Advisors LLC | 0.02% | New | 342 | $71K |
| JDM Financial Group LLC | 0.03% | No change | 341 | $71K |
| Rossby Financial, LCC | 0.02% | Add +6.3% | 335 | $70K |
| Hurley Capital, LLC | 0.04% | Add +0.6% | 327 | $68K |
| Breakwater Investment Management | 0.02% | Reduce -16.3% | 323 | $67K |
| Quest 10 Wealth Builders, Inc. | 0.06% | No change | 319 | $67K |
| Peachtree Investment Partners, LLC | 0.02% | Add +0.3% | 317 | $66K |
| Adirondack Trust Co. | 0.02% | New | 316 | $66K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 306 | $64K |
| Horizon Financial Services, LLC | 0.03% | Add +64.7% | 303 | $63K |
| SJS Investment Consulting Inc. | 0.01% | No change | 298 | $62K |
| Systematic Financial Management LP | 0.00% | Reduce -26.7% | 294 | $61K |
| Alerus Financial NA | 0.00% | No change | 274 | $57K |
| Turning Point Benefit Group, Inc. | 0.03% | New | 259 | $54K |
| Cape Investment Advisory, Inc. | 0.05% | Reduce -26.8% | 259 | $54K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 248 | $52K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 245 | $51K |
| IAG Wealth Partners, LLC | 0.01% | No change | 245 | $51K |
| Kilter Group LLC | 0.02% | No change | 241 | $50K |
| Barclays PLC | 0.00% | No change | 240 | $50K |
| Perritt Capital Management Inc | 0.02% | Add +0.8% | 240 | $50K |
| Salem Investment Counselors Inc. | 0.00% | No change | 232 | $49K |
| Horrell Capital Management, Inc. | 0.02% | No change | 232 | $48K |
| Tidemark, LLC | 0.01% | No change | 230 | $48K |
| Vermillion Wealth Management, Inc. | 0.01% | Reduce -9.1% | 230 | $48K |
| Palisade Asset Management, LLC | 0.00% | New | 228 | $48K |
| 2UniFi Bank | 0.02% | No change | 225 | $47K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 215 | $45K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Add +26.6% | 214 | $45K |
| KERR FINANCIAL PLANNING Corp | 0.06% | — | 211 | $43K |
| Rise Advisors, LLC | 0.02% | Reduce -14.9% | 206 | $43K |
| Hantz Financial Services, Inc. | 0.00% | No change | 204 | $43K |
| JNBA Financial Advisors | 0.00% | No change | 204 | $43K |
| Eastern Bank | 0.00% | No change | 203 | $42K |
| Orion Capital Management LLC | 0.01% | No change | 196 | $41K |
| Compass Financial Services Inc | 0.02% | Add +0.5% | 196 | $41K |
| Millstone Evans Group, LLC | 0.03% | No change | 194 | $40K |
| Pinney & Scofield, Inc. | 0.02% | No change | 192 | $40K |
| Matrix Private Capital Group LLC | 0.02% | No change | 190 | $40K |
| Heritage Wealth Advisors | 0.00% | No change | 183 | $38K |
| Front Row Advisors LLC | 0.01% | No change | 177 | $37K |
| Redwood Park Advisors LLC | 0.03% | Reduce -11.5% | 177 | $37K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 170 | $36K |
| ORG Partners LLC | 0.01% | No change | 164 | $34K |
| Team Financial Group, LLC | 0.02% | No change | 156 | $33K |
| Blume Capital Management, Inc. | 0.01% | Add +3.4% | 153 | $32K |
| Transce3nd, LLC | 0.27% | Reduce -96.2% | 156 | $30K |
| Delta Asset Management LLC | 0.00% | No change | 143 | $30K |
| Balentine LLC | 0.00% | New | 141 | $29K |
| Westfuller Advisors, LLC | 0.01% | New | 138 | $29K |
| Retirement Wealth Solutions LLC | 0.02% | Reduce -49.2% | 127 | $27K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 124 | $26K |
| Marquette Asset Management, LLC | 0.00% | No change | 124 | $26K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 123 | $26K |
| United Financial Planning Group LLC | 0.02% | — | 97 | $25K |
| Caldwell Sutter Capital, Inc. | 0.01% | Reduce -17.5% | 118 | $25K |
| LGT Financial Advisors LLC | 0.05% | Reduce -0.8% | 117 | $24K |
| Longview Financial Advisors LLC | 0.01% | New | 116 | $24K |
| Country Trust Bank | 0.00% | No change | 114 | $24K |
| Clearstead Trust, LLC | 0.00% | Add +330.8% | 112 | $23K |
| Fairman Group, LLC | 0.02% | No change | 110 | $23K |
| Red Lighthouse Investment Management, LLC | 0.01% | No change | 110 | $23K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 107 | $22K |
| New England Capital Financial Advisors LLC | 0.01% | Reduce -0.9% | 106 | $22K |
| EMC Capital Management | 0.01% | No change | 100 | $21K |
| Broadwater Capital Management LLC | 0.02% | Reduce -99.5% | 100 | $21K |
| MilWealth Group LLC | 0.01% | No change | 100 | $21K |
| Westside Investment Management, Inc. | 0.00% | No change | 97 | $20K |
| Tompkins Financial Corp. | 0.00% | No change | 97 | $20K |
| Private Wealth Management Group, LLC | 0.01% | No change | 91 | $19K |
| Albion Financial Group | 0.00% | No change | 91 | $19K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 87 | $18K |
| Valley National Advisers Inc. | 0.00% | Reduce -81.9% | 89 | $18K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 86 | $18K |
| Bellevue Asset Management, LLC | 0.01% | No change | 84 | $18K |
| Pineridge Advisors LLC | 0.00% | No change | 83 | $17K |
| Legacy Wealth Managment, LLC | 0.01% | Reduce -2.4% | 81 | $17K |
| Noble Wealth Management PBC | 0.01% | — | 80 | $17K |
| Zions Bancorporation, National Association | 0.00% | No change | 78 | $16K |
| Main Street Group, LTD | 0.01% | No change | 74 | $15K |
| Barnes Dennig Private Wealth Management LLC | 0.02% | Add +30.4% | 73 | $15K |
| St Germain D J Co. Inc. | 0.00% | Add +3400.0% | 70 | $15K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 63 | $13K |
| CNB Bank | 0.01% | No change | 63 | $13K |
| Anfield Capital Management, LLC | 0.00% | No change | 63 | $13K |
| Roble, Belko & Company, Inc | 0.00% | No change | 64 | $13K |
| Family Legacy Financial Solutions, LLC | 0.01% | New | 61 | $13K |
| Mycio Wealth Partners, LLC | 0.00% | Add +1.8% | 58 | $12K |
| Dunhill Financial, LLC | 0.00% | Reduce -97.2% | 55 | $11K |
| Tucker Asset Management LLC | 0.00% | No change | 54 | $11K |
| Flagship Wealth Advisors, LLC | 0.00% | New | 53 | $11K |
| Gleason Group, Inc. | 0.00% | No change | 52 | $11K |
| MCF Advisors LLC | 0.00% | No change | 50 | $10K |
| Davis Capital Management | 0.01% | — | 50 | $10K |
| NFSG Corp | 0.00% | No change | 50 | $10K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 50 | $10K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 49 | $10K |
| Navigoe, LLC | 0.01% | No change | 49 | $10K |
| Valued Wealth Advisors LLC | 0.00% | No change | 48 | $10K |
| Bernard Wealth Management Corp. | 0.00% | No change | 47 | $10K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | Reduce -50.0% | 47 | $10K |
| Armor Investment Advisors, LLC | 0.00% | No change | 46 | $10K |
| Aventura Private Wealth, LLC | 0.00% | No change | 45 | $9K |
| Evolution Wealth Management Inc. | 0.01% | No change | 41 | $9K |
| Hanson & Doremus Investment Management | 0.00% | Add +280.0% | 38 | $8K |
| Guerra Advisors Inc | 0.00% | New | 38 | $8K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 37 | $8K |
| Steph & Co. | 0.00% | No change | 37 | $8K |
| First Community Trust NA | 0.01% | New | 37 | $8K |
| First Financial Corp. | 0.00% | No change | 35 | $7K |
| DecisionPoint Financial, LLC | 0.00% | No change | 34 | $7K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 34 | $7K |
| Clear Investment Research, LLC | 0.01% | New | 32 | $7K |
| Richards, Merrill & Peterson, Inc. | 0.00% | No change | 32 | $7K |
| Webster Bank, N. A. | 0.00% | New | 30 | $6K |
| FSA Wealth Management LLC | 0.00% | Reduce -25.0% | 30 | $6K |
| Financial Consulate, Inc. | 0.00% | New | 28 | $6K |
| Hughes Financial Services, LLC | 0.00% | Reduce -15.2% | 28 | $6K |
| ROSS\JOHNSON & Associates LLC | 0.11% | No change | 28 | $6K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 26 | $5K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 25 | $5K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | Add +4.2% | 25 | $5K |
| Horizon Investments, LLC | 0.00% | New | 22 | $5K |
| Crews Bank & Trust | 0.00% | Reduce -47.5% | 21 | $4K |
| Winch Advisory Services, LLC | 0.00% | No change | 20 | $4K |
| HFM Investment Advisors, LLC | 0.00% | Reduce -4.8% | 20 | $4K |
| Costello Asset Management, INC | 0.00% | No change | 20 | $4K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 19 | $4K |
| HM Payson & Co. | 0.00% | New | 19 | $4K |
| Activest Wealth Management | 0.00% | Add +0.0% | 19 | $4K |
| Security National Bank | 0.00% | New | 19 | $4K |
| FWL Investment Management, LLC | 0.00% | No change | 17 | $4K |
| Morton Brown Family Wealth, LLC | 0.00% | New | 16 | $3K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 16 | $3K |
| Coston, McIsaac & Partners | 0.00% | No change | 15 | $3K |
| North Ridge Wealth Advisors, Inc. | 0.00% | No change | 14 | $3K |
| Oakworth Capital, Inc. | 0.00% | Reduce -88.3% | 14 | $3K |
| Global Trust Asset Management, LLC | 0.00% | No change | 13 | $3K |
| American Wealth Advisors, LLC | 0.00% | — | 13 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 13 | $3K |
| Register Financial Advisors LLC | 0.00% | No change | 12 | $3K |
| EPG Wealth Management LLC | 0.00% | No change | 12 | $3K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 12 | $3K |
| Princeton Global Asset Management LLC | 0.00% | New | 12 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -96.8% | 7 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 9 | $2K |
| Nemes Rush Group LLC | 0.00% | No change | 9 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.9% | 9 | $2K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 7 | $1K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 7 | $1K |
| Hopwood Financial Services, Inc. | 0.00% | No change | 5 | $1K |
| Gables Capital Management Inc. | 0.00% | No change | 5 | $1K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -90.9% | 5 | $1K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -99.9% | 4 | $834 |
| Spurstone Advisory Services, LLC | 0.01% | No change | 3 | $626 |
| Concord Wealth Partners | 0.00% | No change | 1 | $215 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 1 | $210 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 1 | $209 |
"% 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.