Vngrd Mrngst SL-CP Val ETF-UVBRETF
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 1,661 institutions reported holding Vngrd Mrngst SL-CP Val ETF-U (VBR) in their 13F filings, up 85 from Q3 2025. 69 opened new positions and 75 sold out. The largest holders were Bank of America Corp. ($3.4B), Assetmark, Inc. ($927.5M) and Morgan Stanley ($799.0M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Vngrd Mrngst SL-CP Val ETF-U
- Filed as
- VANGUARD INDEX FDS (Q4 2025)
- CUSIP
- 922908611
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $70.3M |
| Exits | 75 | $225.5M |
All 13F filers, Q3 2025 → Q4 2025: 3,581,517 shares bought and 3,317,563 shares sold, net +263,954 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,661 holders
| Bank of America Corp. | 0.25% | Add +3.6% | 15,999,348 | $3.4B |
| Assetmark, Inc. | 1.89% | Add +2.7% | 4,379,433 | $927.5M |
| Morgan Stanley | 0.05% | Reduce -1.5% | 3,772,834 | $799.0M |
| Betterment LLC | 1.22% | Reduce -2.6% | 3,019,666 | $639.5M |
| Wells Fargo & Company | 0.07% | Reduce -3.7% | 1,710,386 | $362.2M |
| Aspiriant, LLC | 9.86% | Add +6.1% | 1,620,708 | $343.2M |
| Sei Investments Co. | 0.31% | Add +2.8% | 1,492,797 | $316.2M |
| LPL Financial LLC | 0.08% | Add +0.6% | 1,438,715 | $304.7M |
| UBS Group AG | 0.06% | Reduce -4.0% | 1,391,151 | $294.6M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -18.8% | 1,347,287 | $285.3M |
| Captrust Financial Advisors | 0.50% | Add +0.9% | 1,236,013 | $261.8M |
| Cetera Investment Advisers | 0.26% | Add +5.8% | 1,133,246 | $240.0M |
| Raymond James Financial Inc. | 0.07% | Add +10.8% | 1,054,552 | $223.3M |
| Focus Partners Wealth | 0.21% | Add +53.8% | 849,534 | $179.9M |
| Jones Financial Companies LLLP | 0.11% | Reduce -6.7% | 845,509 | $179.1M |
| PNC Financial Services Group, Inc. | 0.10% | Add +0.2% | 825,195 | $174.8M |
| Allworth Financial LP | 0.72% | Add +1.7% | 822,944 | $174.3M |
| HighTower Advisors, LLC | 0.19% | Reduce -0.4% | 811,935 | $172.0M |
| Choreo, LLC | 2.18% | Add +1.8% | 800,045 | $171.2M |
| JPMorgan Chase & Co. | 0.01% | Add +2.9% | 748,345 | $158.5M |
| Tiaa Trust, National Association | 0.38% | Reduce -13.3% | 741,951 | $157.1M |
| Ameriprise Financial Inc. | 0.03% | Reduce -1.8% | 713,304 | $151.1M |
| Mather Group, Llc. | 1.39% | Reduce -0.4% | 634,982 | $134.5M |
| Osaic Holdings, Inc. | 0.19% | Reduce -31.2% | 609,009 | $129.2M |
| Commonwealth Equity Services, LLC | 0.17% | Reduce -0.6% | 585,914 | $124.1M |
| Efficient Advisors, LLC | 7.02% | Reduce -7.7% | 567,985 | $120.3M |
| Rwa Wealth Partners, LLC | 1.15% | Add +2.7% | 496,724 | $105.2M |
| Royal Bank of Canada | 0.02% | Add +0.5% | 486,145 | $103.0M |
| Mill Creek Capital Advisors, LLC | 2.09% | Add +0.1% | 483,233 | $102.3M |
| Rockefeller Capital Management L.P. | 0.18% | Add +5.1% | 474,832 | $100.6M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Reduce -1.3% | 455,082 | $100.1M |
| Mariner, LLC | 0.12% | Add +2.4% | 471,283 | $99.8M |
| Moneta Group Investment Advisors LLC | 0.75% | Add +4.3% | 468,700 | $99.3M |
| Retirement Investment Advisors, Inc. | 6.72% | Add +2.0% | 393,715 | $83.4M |
| JMG Financial Group, Ltd. | 2.31% | Reduce -1.7% | 388,085 | $82.2M |
| Retirement Systems of Alabama | 0.26% | No change | 382,480 | $81.0M |
| Stephens Group Asset Management, LLC | 5.39% | Add +0.7% | 381,201 | $80.7M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -0.2% | 366,780 | $77.7M |
| Stifel Financial Corp. | 0.07% | Add +5.4% | 357,653 | $75.8M |
| Corient Private Wealth LP | 0.10% | Add +8.9% | 351,343 | $74.4M |
| Bank of Montreal | 0.03% | Add +0.0% | 349,503 | $74.0M |
| Modera Wealth Management, LLC | 0.85% | Reduce -3.1% | 347,369 | $73.6M |
| Mokosak Advisory Group, LLC | 17.19% | Add +4.4% | 323,418 | $68.5M |
| Rodgers & Associates, LTD | 6.84% | Add +1.5% | 319,068 | $67.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +0.1% | 316,670 | $67.1M |
| Creative Planning | 0.05% | Add +1.6% | 312,049 | $66.1M |
| United Capital Financial Advisors, LLC | 0.39% | Reduce -11.8% | 308,452 | $65.3M |
| Cresset Asset Management, LLC | 0.28% | Add +3.6% | 308,069 | $65.2M |
| 1832 Asset Management L.P. | 0.08% | Reduce -0.3% | 301,566 | $63.9M |
| Bragg Financial Advisors, Inc | 2.04% | Add +0.4% | 295,284 | $62.5M |
| Mason Investment Advisory Services, Inc. | 2.87% | Add +1.3% | 285,194 | $60.4M |
| Financial Advisory Corp | 8.77% | Add +0.7% | 284,736 | $60.3M |
| Savant Capital, LLC | 0.34% | Reduce -6.1% | 281,708 | $59.7M |
| Stephens Inc. | 0.71% | Reduce -0.2% | 267,844 | $56.7M |
| Cerity Partners LLC | 0.08% | Add +4.1% | 266,186 | $56.4M |
| Exencial Wealth Advisors, LLC | 1.77% | Reduce -1.6% | 263,467 | $55.8M |
| Wit, LLC | 1.06% | No change | 250,167 | $53.0M |
| Bailard, Inc. | 1.17% | Add +0.6% | 249,231 | $52.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -3.5% | 246,488 | $52.2M |
| Thompson Siegel & Walmsley LLC | 0.86% | Add +0.3% | 239,847 | $50.8M |
| Truist Financial Corp. | 0.06% | Add +6.1% | 227,217 | $48.1M |
| Zhang Financial LLC | 1.79% | Reduce -4.0% | 226,870 | $48.0M |
| Abacus Planning Group, Inc. | 6.08% | Add +1.3% | 215,550 | $45.7M |
| MML Investors Services, LLC | 0.10% | Reduce -1.3% | 202,263 | $42.8M |
| Wealthspire Advisors, LLC | 0.33% | Reduce -44.9% | 197,999 | $41.9M |
| Summit Financial, LLC | 0.61% | Add +1.1% | 196,321 | $41.6M |
| Equitable Holdings, Inc. | 0.28% | Reduce -8.1% | 193,127 | $40.9M |
| Opal Wealth Advisors, LLC | 10.65% | Add +2.6% | 192,768 | $40.8M |
| Foster Group, Inc. | 1.19% | Reduce -6.3% | 186,403 | $39.5M |
| Comprehensive Financial Management LLC | 1.18% | No change | 184,376 | $39.0M |
| Strategies Wealth Advisors, LLC | 3.82% | Add +4.4% | 180,173 | $38.2M |
| Kestra Advisory Services, LLC | 0.16% | Add +24.4% | 177,635 | $37.6M |
| Cwm, LLC | 0.10% | Add +227.4% | 173,948 | $36.8M |
| Sanctuary Advisors, LLC | 0.19% | Add +9.6% | 168,373 | $35.7M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -1.4% | 165,723 | $35.1M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -4.8% | 162,435 | $34.4M |
| Waldron Private Wealth LLC | 1.36% | Reduce -2.3% | 162,374 | $34.4M |
| Shufro Rose & Co. LLC | 2.31% | Add +271.2% | 160,599 | $34.0M |
| Natixis Advisors, LLC | 0.05% | Add +41.4% | 160,053 | $33.9M |
| Beacon Pointe Advisors, LLC | 0.24% | Add +58.7% | 157,913 | $33.4M |
| US Bancorp \de | 0.04% | Add +2.6% | 155,486 | $32.9M |
| Asset Management Group, Inc. | 5.14% | Add +0.8% | 149,918 | $31.8M |
| NewEdge Advisors, LLC | 0.11% | Add +2.3% | 147,636 | $31.3M |
| Pathstone Holdings, LLC | 0.12% | Reduce -3.6% | 147,425 | $31.2M |
| Waller Financial Planning Group, Inc. | 6.92% | Add +3765.9% | 147,254 | $31.2M |
| Private Advisor Group, LLC | 0.15% | Add +0.6% | 146,032 | $30.9M |
| Verus Financial Partners, Inc. | 2.85% | Reduce -4.7% | 137,820 | $30.9M |
| FMR LLC | 0.00% | Add +8.0% | 143,985 | $30.5M |
| Baird Financial Group, Inc. | 0.05% | Add +4.7% | 143,982 | $30.5M |
| Marotta Asset Management | 5.64% | Add +4.6% | 143,896 | $30.5M |
| Merit Financial Group, LLC | 0.24% | Reduce -10.5% | 143,889 | $30.5M |
| Grove Street Fiduciary, LLC | 12.53% | New | 141,499 | $30.0M |
| Aaron Wealth Advisors LLC | 1.63% | Add +1.1% | 138,251 | $29.3M |
| Plante Moran Financial Advisors, LLC | 1.83% | Add +15.5% | 136,768 | $29.0M |
| Northwest Quadrant Wealth Management, LLC | 5.94% | Add +1.7% | 135,704 | $28.7M |
| Comerica Bank | 0.11% | Reduce -1.1% | 133,866 | $28.4M |
| McAdam, LLC | 1.30% | Add +2.6% | 133,850 | $28.3M |
| Focus Partners Advisor Solutions, LLC | 0.35% | Add +2.4% | 133,619 | $28.3M |
| Wealth Architects, LLC | 2.54% | Reduce -0.8% | 132,936 | $28.2M |
| 25 LLC | 8.92% | Reduce -31.0% | 132,709 | $28.1M |
| BHK Investment Advisors, LLC | 9.15% | Add +12.9% | 131,510 | $27.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.50% | Reduce -1.0% | 130,954 | $27.7M |
| World Investment Advisors | 0.44% | Reduce -4.9% | 125,279 | $26.5M |
| Inspirion Wealth Advisors, LLC | 3.24% | Reduce -44.4% | 124,858 | $26.4M |
| Brickley Wealth Management | 4.45% | Add +0.2% | 124,542 | $26.4M |
| Grey Fox Wealth Advisors, LLC | 5.32% | Add +2.3% | 122,772 | $26.0M |
| Pasadena Private Wealth, LLC | 3.45% | Add +0.5% | 118,751 | $25.2M |
| Shakespeare Wealth Management, LLC | 5.31% | Add +1.6% | 113,371 | $24.0M |
| Atria Investments, Inc | 0.27% | Add +5.4% | 111,820 | $23.7M |
| Fiducient Advisors LLC | 2.79% | Add +0.6% | 106,353 | $22.5M |
| Silver Coast Investments LLC | 7.64% | Reduce -8.6% | 104,680 | $22.2M |
| Whitaker-Myers Wealth Managers, LTD. | 4.57% | Add +2.6% | 103,424 | $21.9M |
| Partners in Financial Planning | 3.64% | Add +1.4% | 101,609 | $21.5M |
| PDS Planning, Inc | 1.40% | Reduce -0.1% | 98,861 | $20.9M |
| Coastline Trust Co | 1.93% | Reduce -0.2% | 96,980 | $20.5M |
| Johnson Investment Counsel Inc. | 0.17% | Add +10.6% | 95,786 | $20.3M |
| Avion Wealth | 4.25% | Add +1.7% | 95,662 | $20.3M |
| Avior Wealth Management, LLC | 0.62% | Reduce -0.1% | 93,577 | $19.8M |
| &partners | 0.10% | Add +11.3% | 92,191 | $19.5M |
| Strategic Investment Advisors / MI | 1.62% | Add +256.2% | 88,207 | $18.7M |
| Performa Ltd (US), LLC | 4.71% | Add +13.1% | 87,613 | $18.6M |
| Discipline Wealth Solutions, LLC | 3.43% | Add +303.5% | 87,397 | $18.5M |
| E&R Wealth Management, LLC | 19.27% | — | 87,204 | $18.5M |
| Marmo Financial Group, LLC | 8.54% | Add +1.1% | 85,159 | $18.0M |
| Gallagher Fiduciary Advisors, LLC | 0.58% | Reduce -1.5% | 84,951 | $18.0M |
| Fifth Third Bancorp | 0.06% | Reduce -0.8% | 84,411 | $17.9M |
| Glenmede Trust Co. NA | 0.08% | — | 82,878 | $17.6M |
| Studio Investment Management LLC | 3.11% | Reduce -5.9% | 80,476 | $17.0M |
| Brooklyn FI, LLC | 3.61% | Reduce -2.9% | 79,749 | $16.9M |
| Willis Investment Counsel | 0.86% | Add +44.7% | 78,792 | $16.7M |
| Hillman Co. | 5.76% | No change | 78,406 | $16.6M |
| Robinswood Financial LLC | 5.27% | Add +3.5% | 77,800 | $16.5M |
| MAI Capital Management | 0.09% | Add +23.1% | 77,508 | $16.4M |
| Capital Wealth Management, LLC | 5.28% | Add +3.9% | 77,159 | $16.3M |
| Presilium Private Wealth, LLC | 2.97% | Add +4.3% | 76,868 | $16.3M |
| Family CFO Inc | 7.25% | Reduce -0.3% | 76,536 | $16.2M |
| D.A. Davidson & Co. | 0.10% | Add +1.5% | 75,445 | $16.0M |
| LMG Wealth Partners, LLC | 2.98% | Reduce -0.3% | 75,342 | $16.0M |
| Benjamin Edwards Inc. | 0.18% | Add +3.6% | 75,189 | $15.9M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +1.4% | 75,015 | $15.9M |
| Sequoia Financial Advisors, LLC | 0.09% | Reduce -7.8% | 74,677 | $15.8M |
| Quest Investment Management LLC | 1.70% | No change | 74,298 | $15.7M |
| Meridian Wealth Management, LLC | 0.55% | Add +4.4% | 73,777 | $15.6M |
| Cullen/Frost Bankers, Inc. | 0.17% | Add +68.2% | 73,363 | $15.5M |
| Black Diamond Financial, LLC | 1.61% | Add +5.0% | 72,320 | $15.3M |
| Traveka Wealth, LLC | 6.22% | Add +1.0% | 72,196 | $15.3M |
| Advisory Services Network, LLC | 0.21% | Add +12.0% | 71,733 | $15.2M |
| Arvest Investments, Inc. | 2.12% | Add +1.1% | 71,359 | $15.1M |
| UMB Bank, n.a. | 0.20% | Add +300.6% | 70,760 | $15.0M |
| Peapack Gladstone Financial Corp. | 0.18% | Add +3.9% | 69,276 | $14.7M |
| Tradition Wealth Management, LLC | 1.03% | Reduce -1.8% | 67,795 | $14.4M |
| Phillips Financial Management, LLC | 0.93% | Reduce -0.4% | 67,784 | $14.4M |
| Texas Yale Capital Corp. | 0.43% | Reduce -0.3% | 67,650 | $14.3M |
| BancFirst Trust & Investment Management | 5.83% | No change | 65,865 | $14.1M |
| Jacobsen Capital Management | 4.58% | Reduce -2.8% | 66,185 | $14.0M |
| Bartlett & Co. Wealth Management LLC | 0.18% | Reduce -3.8% | 65,659 | $13.9M |
| Vestmark Advisory Solutions, Inc. | 0.19% | Add +29.6% | 65,635 | $13.9M |
| HB Wealth Management, LLC | 0.09% | Add +4.4% | 64,301 | $13.6M |
| Ancora Advisors LLC | 0.28% | Add +0.0% | 63,552 | $13.5M |
| AQR Capital Management | 0.01% | Add +47.3% | 63,473 | $13.4M |
| Victory Financial Group, LLC | 1.67% | Reduce -4.6% | 62,582 | $13.3M |
| Payne Capital Management, LLC | 4.18% | Add +3.6% | 62,571 | $13.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.2% | 62,314 | $13.2M |
| Baltimore-Washington Financial Advisors, Inc. | 0.55% | Add +2.7% | 61,958 | $13.1M |
| Checchi Capital Advisers, LLC | 0.89% | Reduce -11.2% | 61,834 | $13.1M |
| Apella Capital, LLC | 0.25% | Reduce -6.7% | 60,684 | $12.9M |
| Weinberger Asset Management, Inc | 4.59% | Reduce -1.4% | 60,160 | $12.7M |
| Financial Synergies Wealth Advisors, Inc. | 1.23% | Add +0.8% | 60,086 | $12.7M |
| Jmac Enterprises LLC | 2.43% | Add +2.5% | 60,083 | $12.7M |
| Flywheel Private Wealth LLC | 7.88% | Add +4.1% | 59,615 | $12.6M |
| Pure Financial Advisors, LLC | 0.19% | Add +4.9% | 58,915 | $12.5M |
| Eagle Strategies LLC | 1.59% | Add +3.1% | 58,630 | $12.4M |
| Cherry Tree Wealth Management, LLC | 2.62% | Add +0.3% | 58,605 | $12.4M |
| Blair William & Co. | 0.03% | Add +12.0% | 58,483 | $12.4M |
| Garde Capital, Inc. | 0.72% | Reduce -0.5% | 57,493 | $12.2M |
| Center for Financial Planning, Inc. | 1.26% | Reduce -1.3% | 57,300 | $12.1M |
| Praetorian Wealth Management, Inc. | 2.40% | Add +0.8% | 57,105 | $12.1M |
| Compound Planning, Inc. | 0.36% | Reduce -3.4% | 57,018 | $12.1M |
| Shepherd Financial Partners LLC | 1.10% | Reduce -4.1% | 56,128 | $11.9M |
| Veery Capital, LLC | 3.55% | Add +1.3% | 54,583 | $11.6M |
| Wharton Business Group, LLC | 0.44% | Reduce -1.2% | 54,088 | $11.5M |
| Capital Advantage, Inc. | 1.54% | Add +8.8% | 54,068 | $11.5M |
| Sepio Capital, LP | 0.62% | Add +0.9% | 53,832 | $11.4M |
| Pinnacle Financial Partners, Inc. | 0.09% | — | 53,487 | $11.3M |
| Fee-Only Financial Planning, L.C. | 6.51% | Reduce -0.3% | 52,710 | $11.2M |
| Steele Capital Management, Inc. | 0.48% | Add +2.4% | 52,268 | $11.1M |
| Forbes Financial Planning, Inc. | 6.47% | Add +15.3% | 52,246 | $11.1M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -3.5% | 51,747 | $11.0M |
| Lansing Street Advisors | 2.81% | Reduce -0.2% | 51,620 | $10.9M |
| Fourpath Capital Management, LLC | 1.49% | Reduce -11.8% | 51,444 | $10.9M |
| Firestone Capital Management | 2.30% | Reduce -0.8% | 51,083 | $10.8M |
| Concurrent Investment Advisors, LLC | 0.12% | Add +2.6% | 51,014 | $10.8M |
| Joel Isaacson & Co., LLC | 0.35% | Add +0.8% | 50,737 | $10.7M |
| Gladwyn Financial Advisors, Inc. | 7.54% | Add +1.5% | 50,675 | $10.7M |
| Highland Capital Management, LLC | 0.53% | Reduce -0.4% | 50,315 | $10.7M |
| One Degree Advisors Inc | 2.91% | Add +3.2% | 49,986 | $10.6M |
| Bishop & Co Investment Management, LLC | 3.51% | Reduce -0.1% | 49,976 | $10.6M |
| CX Institutional | 0.32% | Add +2.5% | 49,862 | $10.6M |
| M&T Bank Corp | 0.03% | Reduce -10.0% | 49,517 | $10.5M |
| Brandes Investment Partners, LP | 0.08% | Add +3661.3% | 48,934 | $10.4M |
| Family Wealth Partners, LLC | 3.69% | Reduce -2.1% | 48,400 | $10.3M |
| Kestra Private Wealth Services, LLC | 0.13% | Add +2.1% | 48,354 | $10.2M |
| Balance Wealth Partners LLC | 3.25% | Reduce -52.5% | 47,740 | $10.1M |
| LMCG Investments, LLC | 0.58% | Reduce -4.4% | 47,530 | $10.1M |
| Thrivent Financial for Lutherans | 0.02% | Add +2927.3% | 46,802 | $10.0M |
| Kohmann Bosshard Financial Services, LLC | 0.91% | Add +18.1% | 46,926 | $9.9M |
| Sage Financial Group Inc. | 0.65% | Add +0.8% | 46,643 | $9.9M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.75% | Add +3.1% | 46,437 | $9.8M |
| EP Wealth Advisors, LLC | 0.05% | — | 46,055 | $9.8M |
| Parallel Advisors, LLC | 0.18% | Reduce -1.3% | 45,957 | $9.7M |
| AE Wealth Management LLC | 0.06% | Add +4.9% | 45,950 | $9.7M |
| DAVENPORT & Co LLC | 0.05% | Add +0.8% | 45,866 | $9.7M |
| Cardiff Park Advisors, LLC | 0.80% | Reduce -1.8% | 45,800 | $9.7M |
| Fifth Third Securities, Inc. | 0.63% | Add +6.0% | 45,739 | $9.7M |
| Spectrum Investment Advisors, Inc. | 4.78% | Add +1.4% | 45,039 | $9.5M |
| Mayport, LLC | 1.92% | Add +7.3% | 45,002 | $9.5M |
| Hegarty Advisors, LLC | 8.24% | — | 44,812 | $9.5M |
| San Luis Wealth Advisors LLC | 1.58% | Add +19.4% | 44,546 | $9.4M |
| Global Retirement Partners, LLC | 0.17% | Add +282.0% | 44,528 | $9.4M |
| Quantinno Capital Management LP | 0.02% | Add +143.8% | 44,447 | $9.4M |
| Wrenne Financial Planning LLC | 3.79% | Add +1.8% | 43,943 | $9.3M |
| CIBC Private Wealth Group LLC | 0.02% | Add +303.0% | 43,750 | $9.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.3% | 42,941 | $9.1M |
| Clayton Financial Group LLC | 4.61% | Add +28.9% | 42,721 | $9.0M |
| Prosperity Planning, Inc. | 3.32% | Reduce -1.4% | 42,330 | $9.0M |
| Brown Advisory Inc. | 0.01% | Reduce -1.2% | 41,576 | $8.8M |
| Atlas Capital Advisors Inc. | 0.97% | — | 41,257 | $8.7M |
| Symmetry Partners, LLC | 0.51% | Reduce -40.6% | 41,074 | $8.7M |
| Arkadios Wealth Advisors | 0.17% | Add +62.0% | 41,008 | $8.7M |
| Silvia McColl Wealth Management, LLC | 5.74% | Reduce -0.6% | 40,744 | $8.6M |
| First American Trust, FSB | 0.59% | Add +0.1% | 40,477 | $8.6M |
| Total Clarity Wealth Management, Inc. | 2.07% | Add +10.0% | 40,430 | $8.6M |
| Cornerstone Wealth Advisors, Inc. | 1.99% | Add +2.0% | 40,347 | $8.5M |
| Ifrah Financial Services, Inc. | 2.18% | Reduce -1.1% | 40,153 | $8.5M |
| Noble Family Wealth, LLC | 1.78% | Add +6.5% | 39,971 | $8.5M |
| Meramec Financial Planners, LLC | 3.29% | — | 36,325 | $8.4M |
| Fortis Capital Management LLC | 1.11% | Add +1.0% | 39,365 | $8.3M |
| Plum Street Advisors, LLC | 2.96% | Reduce -1.2% | 39,278 | $8.3M |
| Old National Bancorp | 0.14% | Add +9.5% | 39,067 | $8.3M |
| Leeward Financial Partners, LLC | 2.31% | Reduce -1.3% | 38,765 | $8.2M |
| Everhart Financial Group, Inc. | 0.75% | Add +5.1% | 38,208 | $8.1M |
| Courier Capital LLC | 0.45% | Add +0.7% | 38,174 | $8.1M |
| OpenArc Corporate Advisory, LLC | 0.13% | — | 38,107 | $8.1M |
| RTD Financial Advisors, Inc. | 0.98% | Reduce -2.5% | 38,073 | $8.1M |
| SWAN Capital LLC | 3.13% | Reduce -4.9% | 38,020 | $8.1M |
| Arax Advisory Partners | 0.23% | New | 37,828 | $8.0M |
| Nicholas Hoffman & Company, LLC. | 0.19% | Add +0.2% | 37,773 | $8.0M |
| Oath Planning, LLC | 7.88% | — | 37,690 | $8.0M |
| Towerpoint Wealth, LLC | 3.16% | Add +2.1% | 37,630 | $8.0M |
| Quent Capital, LLC | 0.57% | Add +0.4% | 37,595 | $8.0M |
| Whittier Trust Co. | 0.09% | Reduce -0.1% | 36,143 | $8.0M |
| Diversified Management Inc. | 1.85% | — | 37,476 | $7.9M |
| Bradley Foster & Sargent Inc. | 0.12% | Reduce -3.6% | 37,117 | $7.9M |
| Aurelius Family Office LLC | 3.38% | Add +5.3% | 36,179 | $7.9M |
| Fairway Financial, LLC | 5.93% | Add +3.4% | 37,063 | $7.8M |
| Farther Finance Advisors, LLC | 0.08% | Add +2.4% | 36,932 | $7.8M |
| Relyea Zuckerberg Hanson LLC | 0.79% | Reduce -5.1% | 36,767 | $7.8M |
| Collective Family Office LLC | 1.79% | Reduce -4.7% | 36,745 | $7.8M |
| Elgethun Capital Management | 1.34% | Add +7.6% | 36,597 | $7.8M |
| Ameritas Advisory Services, LLC | 0.29% | Add +141.5% | 36,275 | $7.7M |
| Spinnaker Trust | 0.41% | Reduce -1.3% | 36,149 | $7.7M |
| White Lighthouse Investment Management Inc. | 1.06% | Add +3.0% | 35,980 | $7.6M |
| Elevation Point Wealth Partners, LLC | 0.36% | Add +46.9% | 35,718 | $7.6M |
| Arbor Wealth Advisors LLC | 5.39% | Add +0.2% | 35,710 | $7.6M |
| Tacita Capital Inc | 4.34% | Reduce -0.3% | 35,337 | $7.5M |
| Mosaic Family Wealth Partners, LLC | 0.82% | Add +0.6% | 35,204 | $7.5M |
| Cornerstone Wealth Management, LLC | 0.39% | Reduce -5.7% | 35,194 | $7.5M |
| Granby Capital Management, LLC | 3.95% | No change | 35,000 | $7.4M |
| Ackerman Capital Advisors, LLC | 1.49% | Add +0.2% | 34,982 | $7.4M |
| Clear Retirement Advice LLC | 5.76% | — | 32,436 | $7.4M |
| Nabity-Jensen Investment Management Inc | 5.00% | Add +0.5% | 34,833 | $7.4M |
| Peak Retirement Planning, Inc. | 1.72% | Add +9.1% | 34,743 | $7.4M |
| Atmos Advisory, LLC | 4.20% | Add +5.5% | 34,233 | $7.3M |
| Inlight Wealth Management, LLC | 2.65% | Add +115.8% | 34,194 | $7.2M |
| Facet Wealth, Inc. | 0.13% | Reduce -24.5% | 32,341 | $7.2M |
| Ashton Thomas Private Wealth, LLC | 0.17% | Add +1.6% | 33,827 | $7.2M |
| Cannon Financial Strategists, Inc. | 0.99% | Reduce -1.9% | 33,780 | $7.2M |
| Vanguard Group Inc. | 0.00% | Add +3.0% | 33,770 | $7.2M |
| Sterling Wealth Management, Inc. | 2.02% | Reduce -8.8% | 33,443 | $7.1M |
| Prudential Financial Inc. | 0.01% | No change | 32,961 | $7.1M |
| SOA Wealth Advisors, LLC. | 1.16% | Add +0.1% | 355,427 | $7.0M |
| GeoWealth Management, LLC | 0.26% | Reduce -2.1% | 33,144 | $7.0M |
| Whitegate Investment Counselors, Inc. | 2.17% | Reduce -0.1% | 32,743 | $6.9M |
| Advisory Alpha, LLC | 0.19% | Add +1.6% | 32,717 | $6.9M |
| Redwood Investment Management, LLC | 0.78% | Add +14.1% | 32,715 | $6.9M |
| Chicago Partners Investment Group LLC | 0.17% | Reduce -1.2% | 30,847 | $6.9M |
| Pinnacle Financial Group, LLC / IL | 2.00% | Add +2.6% | 32,574 | $6.9M |
| Compass Ion Advisors, LLC | 0.65% | Add +1.4% | 32,437 | $6.9M |
| Ieq Capital, LLC | 0.02% | Reduce -29.6% | 32,435 | $6.9M |
| RFG Advisory, LLC | 0.13% | Add +23.0% | 31,909 | $6.8M |
| Serenity Investment Advisors | 3.89% | — | 30,187 | $6.7M |
| Van Cleef Asset Management,Inc | 0.67% | Reduce -0.3% | 31,248 | $6.6M |
| SkyOak Wealth, LLC | 1.19% | Add +1.0% | 31,207 | $6.6M |
| Elevatus Welath Management | 1.80% | New | 31,168 | $6.6M |
| NBT Bank, N.A. | 0.43% | Add +0.4% | 831 | $6.6M |
| Wealthfront Advisers LLC | 0.01% | Reduce -2.1% | 30,976 | $6.6M |
| Associated Banc-Corp | 0.17% | Add +21.1% | 30,931 | $6.6M |
| American Investment Services, Inc. | 1.51% | Reduce -4.4% | 30,642 | $6.5M |
| Strategic Wealth Advisors LLC | 5.54% | — | 30,576 | $6.5M |
| Thrive Capital Management, LLC | 1.44% | Add +20.1% | 30,456 | $6.5M |
| Smartleaf Asset Management LLC | 0.24% | Add +896.8% | 30,113 | $6.4M |
| Trust Point Inc. | 0.51% | Add +28.0% | 30,358 | $6.4M |
| Agf Management Ltd. | 0.03% | Reduce -0.4% | 30,200 | $6.4M |
| First Manhattan Co. Llc. | 0.02% | Reduce -1.6% | 30,104 | $6.4M |
| Cornerstone Management, Inc. | 1.03% | Reduce -0.1% | 29,867 | $6.3M |
| E-Wealth Partners, LLC | 5.31% | — | 29,851 | $6.3M |
| BIP Wealth, LLC | 0.22% | Add +5.8% | 29,820 | $6.3M |
| Mainsail Asset Management, LLC | 2.70% | Add +6.3% | 29,719 | $6.3M |
| Brandywine Oak Private Wealth LLC | 0.53% | Add +8.4% | 29,585 | $6.3M |
| General Partner, Inc. | 3.54% | Add +0.3% | 29,451 | $6.2M |
| Quadcap Wealth Management, LLC | 0.71% | Reduce -0.5% | 29,181 | $6.2M |
| Signature Estate & Investment Advisors LLC | 0.12% | Add +8.1% | 29,147 | $6.2M |
| Regions Financial Corp. | 0.04% | Add +12.0% | 29,026 | $6.1M |
| Ausdal Financial Partners, Inc. | 0.28% | Add +4.3% | 28,978 | $6.1M |
| Mainsail Financial Group, LLC | 2.55% | Add +3.2% | 28,931 | $6.1M |
| Nwam LLC | 0.34% | Reduce -2.4% | 27,979 | $6.1M |
| Columbus Macro, LLC | 0.67% | Add +0.3% | 28,800 | $6.1M |
| MassMutual Private Wealth & Trust, FSB | 0.16% | Reduce -5.8% | 28,557 | $6.0M |
| Creekside Partners | 2.55% | Add +0.7% | 28,518 | $6.0M |
| Kavar Capital Partners Group, LLC | 0.83% | Reduce -0.3% | 28,456 | $6.0M |
| ARS Wealth Advisors Group, LLC | 0.54% | Reduce -37.5% | 28,231 | $6.0M |
| Quattro Financial Advisors LLC | 1.78% | Add +1.1% | 28,125 | $6.0M |
| Brookstone Capital Management | 0.07% | Reduce -3.0% | 28,123 | $6.0M |
| Towne Trust Company, N.A | 1.86% | Add +16.6% | 28,107 | $6.0M |
| Monograph Wealth Advisors, LLC | 0.58% | Reduce -1.7% | 28,016 | $5.9M |
| Northern Trust Corp. | 0.00% | Reduce -0.6% | 27,533 | $5.8M |
| Elite Financial, Inc. | 2.64% | Reduce -1.1% | 27,395 | $5.8M |
| Alpha Omega Wealth Management LLC | 0.95% | Add +1.8% | 27,166 | $5.8M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 5.38% | — | 27,094 | $5.7M |
| Tme Financial, Inc. | 4.01% | Reduce -9.2% | 26,956 | $5.7M |
| LifePlan Investment Advisors, Inc. | 2.32% | Add +1.6% | 26,918 | $5.7M |
| Cornerstone Advisory, LLC | 0.54% | Reduce -0.6% | 26,762 | $5.7M |
| Vickerman Investment Advisors, Inc. | 1.12% | Add +7.5% | 26,457 | $5.6M |
| Chemistry Wealth Management LLC | 1.04% | Reduce -0.5% | 26,357 | $5.6M |
| PFG Advisors | 0.27% | Reduce -6.8% | 26,265 | $5.6M |
| Cary Street Partners Financial LLC | 0.14% | Add +3.5% | 26,262 | $5.6M |
| Prime Capital Investment Advisors, LLC | 0.07% | Reduce -1.8% | 26,078 | $5.5M |
| Seven Mile Advisory | 0.96% | Add +0.9% | 25,997 | $5.5M |
| OneDigital Investment Advisors LLC | 0.05% | Reduce -3.9% | 25,919 | $5.5M |
| Midwest Trust Co | 0.07% | Add +5.3% | 25,788 | $5.5M |
| Sigma Planning Corp | 0.15% | Add +0.0% | 25,558 | $5.4M |
| Barry Investment Advisors, LLC | 1.19% | Add +1.1% | 25,326 | $5.4M |
| New Age Alpha Advisors, LLC | 0.23% | Add +74.5% | 25,285 | $5.4M |
| Sharper & Granite LLC | 1.87% | Reduce -0.4% | 25,086 | $5.3M |
| Commerce Bank | 0.03% | Add +5.8% | 24,919 | $5.3M |
| Integrity Alliance, Llc. | 0.19% | Add +37.4% | 24,829 | $5.3M |
| Cambridge Financial Group, LLC | 1.82% | Add +13.0% | 25,342 | $5.2M |
| Regal Investment Advisors LLC | 0.31% | Add +13.3% | 24,671 | $5.2M |
| Lam Group, Inc. | 2.97% | No change | 24,520 | $5.2M |
| Lutz Financial Services LLC | 0.35% | Add +0.0% | 24,507 | $5.2M |
| Apollon Wealth Management, LLC | 0.09% | Reduce -2.5% | 24,475 | $5.2M |
| Obsido Oy | 3.17% | Add +4.5% | 24,393 | $5.2M |
| Ervin Investment Management, LLC | 2.89% | Add +1.5% | 24,379 | $5.2M |
| Bay Rivers Group | 2.08% | Add +3.9% | 24,331 | $5.2M |
| E&G Advisors, LLC | 1.15% | Add +0.8% | 24,237 | $5.1M |
| Zeit Capital LLC | 3.46% | Reduce -0.1% | 24,187 | $5.1M |
| Stone Summit Wealth LLC | 1.34% | Reduce -1.8% | 23,318 | $4.9M |
| Institute for Wealth Management, LLC. | 0.52% | Add +12.1% | 23,298 | $4.9M |
| Tenret Co LLC | 2.49% | Add +1.9% | 23,250 | $4.9M |
| Lido Advisors, LLC | 0.02% | Add +0.1% | 23,242 | $4.9M |
| Avidian Wealth Enterprises, LLC | 0.18% | Add +2.5% | 23,085 | $4.9M |
| Bangor Savings Bank | 0.39% | Reduce -1.8% | 23,037 | $4.9M |
| Truepoint, Inc. | 0.11% | Reduce -0.8% | 22,974 | $4.9M |
| Employees' Retirement Fund of the City of Fort Worth | 2.17% | No change | 22,900 | $4.8M |
| Rf&l Wealth Management, LLC | 2.71% | Add +0.6% | 22,823 | $4.8M |
| Perigon Wealth Management, LLC | 0.09% | Reduce -0.7% | 22,812 | $4.8M |
| TFB Advisors LLC | 1.34% | Reduce -0.1% | 22,686 | $4.8M |
| Stokes Family Office, LLC | 0.44% | Reduce -1.3% | 22,630 | $4.8M |
| CSM Advisors, LLC | 0.13% | Add +15.6% | 22,531 | $4.8M |
| Valeo Financial Advisors, LLC | 0.10% | Reduce -4.4% | 29,299 | $4.7M |
| Culbertson A N & Co. Inc. | 0.65% | Add +6.1% | 22,229 | $4.7M |
| First Horizon Corp. | 0.21% | Add +0.0% | 22,208 | $4.7M |
| CGN Advisors LLC | 0.37% | Add +3.3% | 21,786 | $4.6M |
| Seek First Inc. | 3.17% | Add +1.6% | 21,713 | $4.6M |
| Glass Jacobson Investment Advisors llc | 1.65% | Reduce -10.9% | 21,611 | $4.6M |
| Mission Creek Capital Partners, Inc. | 0.92% | Reduce -1.5% | 21,520 | $4.6M |
| Waverly Advisors, LLC | 0.04% | Add +67.9% | 21,491 | $4.6M |
| Vise Technologies, Inc. | 0.09% | Add +228.4% | 21,450 | $4.5M |
| Roof Eidam Maycock Peralta, LLC | 1.03% | Add +1.2% | 21,415 | $4.5M |
| Tortoise Investment Management, LLC | 0.39% | Reduce -0.5% | 21,047 | $4.5M |
| Marble Harbor Investment Counsel, LLC | 0.47% | Add +9.4% | 20,944 | $4.4M |
| KPP Advisory Services LLC | 0.64% | Reduce -36.5% | 20,930 | $4.4M |
| TriaGen Wealth Management LLC | 1.14% | Add +2.4% | 20,739 | $4.4M |
| Alhambra Investment Management LLC | 2.03% | Add +0.0% | 20,603 | $4.4M |
| Beaumont Asset Management, L.L.C. | 2.18% | Reduce -0.6% | 20,561 | $4.4M |
| Rockbridge Investment Management, LCC | 0.40% | Reduce -14.1% | 20,374 | $4.3M |
| Summit Wealth & Retirement Planning, Inc. | 1.01% | Add +1.4% | 20,214 | $4.3M |
| Strategic Advisors LLC | 0.67% | Add +218.3% | 20,191 | $4.3M |
| Scotia Capital Inc. | 0.02% | Add +3.2% | 20,176 | $4.3M |
| Ascent Group, LLC | 0.15% | Reduce -3.1% | 20,170 | $4.3M |
| Valpey Financial Services, LLC | 2.73% | Add +0.2% | 20,162 | $4.3M |
| Bluespring Wealth Management, LLC | 0.37% | Reduce -0.6% | 20,124 | $4.3M |
| Hilltop National Bank | 1.03% | Add +6.9% | 20,055 | $4.2M |
| Clearstead Advisors, LLC | 0.05% | Reduce -2.3% | 19,887 | $4.2M |
| Cahill Financial Advisors Inc. | 0.46% | Add +1.3% | 19,886 | $4.2M |
| CreativeOne Wealth, LLC | 0.10% | Add +1.2% | 19,703 | $4.2M |
| LOM Asset Management Ltd | 1.20% | Add +4.5% | 19,636 | $4.2M |
| Falcon Wealth Planning | 0.35% | Reduce -0.9% | 19,479 | $4.1M |
| Krilogy Financial LLC | 0.14% | Reduce -3.6% | 18,372 | $4.1M |
| Cathy Pareto & Associates, Inc. | 2.84% | Reduce -2.2% | 19,325 | $4.1M |
| Tocqueville Asset Management L.P. | 0.06% | Add +5.5% | 19,228 | $4.1M |
| BlueSky Wealth Advisors, LLC | 0.53% | Add +7.1% | 19,149 | $4.1M |
| Wealthcare Advisory Partners LLC | 0.08% | Reduce -2.3% | 19,095 | $4.0M |
| Diversified Portfolios, Inc. | 0.34% | Reduce -2.0% | 19,035 | $4.0M |
| Martel Wealth Advisors LLC | 0.69% | Reduce -0.5% | 18,950 | $4.0M |
| Cantor Fitzgerald, L. P. | 0.12% | New | 18,936 | $4.0M |
| Ally Invest Advisors Inc. | 0.27% | Add +3.4% | 18,679 | $4.0M |
| IHT Wealth Management, LLC | 0.10% | Reduce -20.6% | 18,650 | $3.9M |
| Harbour Investments, Inc. | 0.08% | Add +1.4% | 18,590 | $3.9M |
| Wedmont Private Capital | 0.14% | Add +0.2% | 18,045 | $3.9M |
| Theory Financial LLC | 1.31% | Reduce -7.0% | 17,327 | $3.9M |
| Stevens Capital Partners | 1.01% | Add +11.0% | 18,293 | $3.9M |
| Financial Advisors Network, Inc. | 0.53% | Add +6.7% | 18,288 | $3.9M |
| Fiduciary Financial Group, LLC | 0.54% | Add +0.8% | 18,164 | $3.8M |
| Aspen Wealth Strategies, LLC | 2.10% | Add +6.4% | 18,116 | $3.8M |
| Belpointe Asset Management LLC | 0.14% | Reduce -24.6% | 18,107 | $3.8M |
| Pittenger & Anderson Inc. | 0.15% | No change | 18,055 | $3.8M |
| CENTRAL TRUST Co | 0.07% | Reduce -8.6% | 17,978 | $3.8M |
| James Investment Research, Inc. | 0.42% | Reduce -2.7% | 17,951 | $3.8M |
| Allstreet Capital Advisors LLC | 2.74% | — | 17,876 | $3.8M |
| CWA Asset Management Group, LLC | 0.14% | Add +0.0% | 17,695 | $3.7M |
| Echo45 Advisors LLC | 2.13% | Add +3.2% | 17,639 | $3.7M |
| Rialto Wealth Management, LLC | 0.89% | Add +6.4% | 17,497 | $3.7M |
| Koshinski Asset Management, Inc. | 0.24% | Reduce -56.8% | 17,467 | $3.7M |
| BlackRock, Inc. | 0.00% | Add +292.0% | 17,391 | $3.7M |
| Goepper Burkhardt LLC | 1.20% | Reduce -19.3% | 17,340 | $3.7M |
| CWC Advisors, LLC. | 1.76% | Reduce -2.3% | 17,212 | $3.6M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -22.5% | 17,188 | $3.6M |
| Integrity Wealth Solutions LLC | 1.44% | Reduce -1.9% | 17,175 | $3.6M |
| Fiduciary Family Office, LLC | 1.04% | No change | 17,160 | $3.6M |
| FAS Wealth Partners, Inc. | 0.23% | Reduce -1.2% | 17,013 | $3.6M |
| Index Fund Advisors, Inc. | 0.17% | Reduce -2.9% | 16,975 | $3.6M |
| Warner Financial, Inc. | 1.25% | Add +0.1% | 16,971 | $3.6M |
| Fluent Financial, LLC | 1.36% | New | 16,803 | $3.6M |
| Cranbrook Wealth Management, LLC | 0.70% | Reduce -0.3% | 16,747 | $3.5M |
| Heartwood Wealth Advisors LLC | 0.33% | Add +9.5% | 16,728 | $3.5M |
| Wolff Financial Management LLC | 0.79% | Add +0.6% | 16,622 | $3.5M |
| NewEdge Wealth, LLC | 0.04% | Add +2.6% | 16,609 | $3.5M |
| JFS Wealth Advisors, LLC | 0.20% | Add +0.0% | 16,603 | $3.5M |
| Werba Rubin Papier Wealth Management | 0.95% | Reduce -1.3% | 16,555 | $3.5M |
| FDx Advisors, Inc. | 1.78% | Reduce -3.2% | 16,507 | $3.5M |
| Diversify Wealth Management, LLC | 0.16% | Reduce -0.1% | 15,714 | $3.5M |
| Councilor Wealth, LLC | 1.63% | Add +0.4% | 16,335 | $3.5M |
| Essex Financial Services, Inc. | 0.20% | Add +4.7% | 16,316 | $3.5M |
| Creative Financial Designs Inc. | 0.22% | Add +0.4% | 16,274 | $3.4M |
| EverSource Wealth Advisors, LLC | 0.13% | Add +5.8% | 16,254 | $3.4M |
| Guardsman Private Capital Management, Inc. | 2.74% | — | 16,211 | $3.4M |
| Geneos Wealth Management Inc. | 0.08% | Add +5.1% | 16,181 | $3.4M |
| rebel Financial LLC | 1.44% | Add +0.0% | 15,962 | $3.4M |
| 3Chopt Investment Partners, LLC | 0.76% | No change | 15,961 | $3.4M |
| Forza Wealth Management, LLC | 1.22% | No change | 15,924 | $3.4M |
| Midwestern Financial, LLC | 2.78% | Add +3.6% | 15,858 | $3.4M |
| NerdWallet Wealth Partners, LLC | 1.50% | Add +0.4% | 15,867 | $3.4M |
| Evanson Asset Management, LLC | 0.18% | Add +2.3% | 15,818 | $3.4M |
| Baldwin Wealth Partners LLC | 0.21% | Add +0.1% | 15,774 | $3.3M |
| Pathway Financial Advisors LLC | 0.42% | No change | 15,133 | $3.3M |
| American Financial & Tax Strategies Inc. | 1.66% | Add +5.5% | 15,718 | $3.3M |
| Independent Financial Group, LLC | 0.07% | Add +56.9% | 15,680 | $3.3M |
| Stratos Wealth Advisors, LLC | 0.16% | Add +6.4% | 15,622 | $3.3M |
| WealthShield Partners, LLC | 0.36% | Reduce -10.0% | 15,567 | $3.3M |
| Greenhouse Wealth Management, LLC | 1.91% | Reduce -4.1% | 15,255 | $3.2M |
| AdvisorNet Financial, Inc | 0.17% | Add +1.6% | 15,240 | $3.2M |
| Linscomb Wealth, Inc. | 0.13% | Add +3.6% | 15,161 | $3.2M |
| Avantax Planning Partners, Inc. | 0.09% | Reduce -14.9% | 15,154 | $3.2M |
| Brindle & Bay Financial Advisors, LLC | 2.13% | — | 15,076 | $3.2M |
| Choate Investment Advisors | 0.06% | Reduce -24.1% | 15,074 | $3.2M |
| Sageworth Trust Co | 0.14% | Reduce -0.5% | 15,006 | $3.2M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -0.2% | 14,935 | $3.2M |
| Access Investment Management LLC | 0.84% | No change | 15,000 | $3.1M |
| Envision Financial LLC | 1.65% | Reduce -4.5% | 14,778 | $3.1M |
| Laurel Oak Wealth Management, LLC | 0.52% | — | 14,667 | $3.1M |
| Eclectic Associates Inc. | 0.48% | Add +5.3% | 14,397 | $3.0M |
| MSH Capital Advisors LLC | 0.65% | Reduce -0.0% | 14,283 | $3.0M |
| Greenup Street Wealth Management LLC | 0.44% | Reduce -7.5% | 14,280 | $3.0M |
| Sonata Capital Group Inc. | 1.09% | Add +2.0% | 14,224 | $3.0M |
| OLIO Financial Planning | 0.83% | Reduce -5.3% | 14,048 | $3.0M |
| NorthLanding Financial Partners, LLC | 2.39% | Add +3.0% | 14,039 | $3.0M |
| 55 North Private Wealth, LLC | 0.77% | — | 13,857 | $2.9M |
| Silver Oak Securities, Incorporated | 0.20% | Reduce -0.5% | 13,712 | $2.9M |
| Christine Messmer PC | 1.91% | — | 13,837 | $2.9M |
| Northwest Wealth Management, LLC | 0.46% | Reduce -10.5% | 13,776 | $2.9M |
| Opulen Financial Group LLC | 2.11% | Add +0.7% | 13,704 | $2.9M |
| Spire Wealth Management | 0.10% | Add +1.0% | 13,672 | $2.9M |
| Foster & Motley Inc. | 0.15% | Reduce -9.6% | 13,629 | $2.9M |
| Vawter Financial, Ltd. | 1.22% | No change | 13,607 | $2.9M |
| Signet Financial Management, LLC | 0.32% | Reduce -9.5% | 13,530 | $2.9M |
| Gibraltar Capital Management, Inc. | 0.49% | Add +6.3% | 13,515 | $2.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -0.6% | 13,513 | $2.9M |
| Pillar Financial Advisors, LLC | 1.72% | No change | 13,500 | $2.9M |
| Citigroup Inc. | 0.00% | Reduce -35.2% | 13,475 | $2.9M |
| J.W. Cole Advisors, Inc. | 0.07% | Reduce -7.0% | 16,702 | $2.9M |
| Acropolis Investment Management, LLC | 0.13% | Add +2.1% | 13,388 | $2.8M |
| McKinley Carter Wealth Services, Inc. | 0.16% | Reduce -2.5% | 13,347 | $2.8M |
| Composition Wealth, LLC | 0.04% | Reduce -4.3% | 13,303 | $2.8M |
| Mission Wealth Management, LP | 0.06% | Reduce -12.5% | 13,174 | $2.8M |
| AMG National Trust Bank | 0.07% | Reduce -0.6% | 13,156 | $2.8M |
| Verity Asset Management, Inc. | 1.19% | Reduce -55.8% | 13,118 | $2.8M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -0.4% | 13,016 | $2.8M |
| Schneider Downs Wealth Management Advisors, LP | 0.31% | Add +0.9% | 12,952 | $2.7M |
| Principal Securities, Inc. | 0.04% | Add +4.4% | 12,929 | $2.7M |
| Maryland Capital Advisors Inc. | 0.92% | Reduce -2.6% | 12,892 | $2.7M |
| O'ROURKE & COMPANY, Inc | 1.06% | Reduce -0.9% | 12,811 | $2.7M |
| Financial Freedom, LLC | 1.34% | Reduce -6.3% | 12,725 | $2.7M |
| Alpine Bank Wealth Management | 0.38% | No change | 12,685 | $2.7M |
| Beaird Harris Wealth Management, LLC | 0.18% | Add +0.2% | 12,619 | $2.7M |
| TD Private Client Wealth LLC | 0.06% | Add +22.9% | 12,591 | $2.7M |
| LS Investment Advisors, LLC | 0.37% | Reduce -1.7% | 12,457 | $2.6M |
| Arista Wealth Management, LLC | 0.32% | Reduce -8.6% | 12,445 | $2.6M |
| Trust Co of the South | 0.42% | Reduce -11.0% | 12,402 | $2.6M |
| Rebalance, LLC | 0.15% | Add +0.1% | 12,287 | $2.6M |
| Roberts Glore & Co. Inc. | 0.69% | Reduce -17.5% | 12,187 | $2.6M |
| IVC Wealth Advisors LLC | 1.12% | Add +6.2% | 12,186 | $2.6M |
| Capital Advisors Wealth Management, LLC | 0.35% | Reduce -0.5% | 12,125 | $2.6M |
| Patriot Investment Management Group, Inc. | 0.16% | Add +0.0% | 12,125 | $2.6M |
| Mgo One Seven LLC | 0.05% | Reduce -1.6% | 12,064 | $2.6M |
| Leavell Investment Management, Inc. | 0.10% | Reduce -3.6% | 11,919 | $2.5M |
| IFP Advisors, Inc | 0.06% | Add +12.9% | 11,898 | $2.5M |
| SouthState Bank Corp | 0.11% | Reduce -3.0% | 11,686 | $2.5M |
| Wealthspire Retirement, LLC | 0.15% | Add +9.8% | 11,648 | $2.5M |
| Thoroughbred Financial Services, LLC | 0.15% | Add +24.3% | 11,624 | $2.5M |
| Plancorp, LLC | 0.07% | Reduce -2.0% | 11,553 | $2.4M |
| North Star Investment Management Corp. | 0.15% | Reduce -3.4% | 11,543 | $2.4M |
| Sterling Financial Planning, Inc. | 0.73% | Reduce -0.0% | 11,462 | $2.4M |
| Telos Capital Management, Inc. | 0.22% | Reduce -2.4% | 11,343 | $2.4M |
| Gradient Capital Advisors, LLC | 0.62% | Reduce -2.0% | 11,326 | $2.4M |
| Prospera Financial Services Inc | 0.04% | Reduce -8.0% | 11,280 | $2.4M |
| Factor Wealth Management LTD | 0.52% | Add +2.4% | 11,306 | $2.4M |
| Nikulski Financial, Inc. | 0.57% | Reduce -21.3% | 11,271 | $2.4M |
| Earned Wealth Advisors, LLC | 0.17% | Reduce -17.5% | 11,154 | $2.4M |
| Midwest Financial Group LLC | 1.04% | Add +1.1% | 11,076 | $2.3M |
| Mustard Seed Financial, LLC | 1.47% | Add +1.8% | 11,048 | $2.3M |
| Shayne & Jacobs, LLC | 0.70% | No change | 10,942 | $2.3M |
| Seeds Investor LLC | 0.44% | Add +0.9% | 10,940 | $2.3M |
| Fiduciary Advisors, Inc. | 1.76% | Add +2.6% | 10,920 | $2.3M |
| First United Bank & Trust | 0.73% | Add +18.8% | 10,832 | $2.3M |
| Sage Mountain Advisors LLC | 0.12% | No change | 10,797 | $2.3M |
| Simmons Bank | 0.15% | Reduce -3.6% | 10,684 | $2.3M |
| Matisse Capital | 1.01% | No change | 10,652 | $2.3M |
| Powerhouse Assets LLC | 1.98% | — | 10,622 | $2.2M |
| RoundAngle Advisors LLC | 1.64% | Add +2.9% | 10,614 | $2.2M |
| Monetary Solutions, Ltd | 2.21% | — | 10,598 | $2.2M |
| WP Advisors, LLC | 0.56% | Reduce -11.7% | 10,550 | $2.2M |
| Keybank National Association | 0.01% | Reduce -1.3% | 10,528 | $2.2M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +0.6% | 10,496 | $2.2M |
| Arlington Financial Advisors, LLC | 0.32% | New | 10,477 | $2.2M |
| Livet Wealth, LLC | 1.36% | — | 10,438 | $2.2M |
| Coquina Private Wealth LLC | 1.77% | — | 10,418 | $2.2M |
| SlateStone Wealth, LLC | 0.18% | Reduce -1.2% | 10,411 | $2.2M |
| CJM Wealth Advisers, Ltd. | 0.66% | Reduce -0.6% | 10,402 | $2.2M |
| Quotient Wealth Partners, LLC | 0.06% | Reduce -3.0% | 10,397 | $2.2M |
| BTC Capital Management, Inc. | 0.15% | Add +6.2% | 10,313 | $2.2M |
| Newton One Investments LLC | 0.64% | Add +0.3% | 10,255 | $2.2M |
| Advyzon Investment Management, LLC | 0.25% | Add +9.3% | 10,241 | $2.2M |
| Moneco Advisors, LLC | 0.17% | Add +0.8% | 10,227 | $2.2M |
| Family Legacy, Inc. | 0.65% | Add +2.0% | 10,223 | $2.2M |
| Probity Advisors, Inc. | 0.35% | Reduce -2.9% | 10,219 | $2.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Reduce -0.2% | 10,188 | $2.2M |
| USAdvisors Wealth Management, LLC | 0.71% | Add +3.3% | 10,123 | $2.1M |
| Roundview Capital LLC | 0.13% | No change | 10,032 | $2.1M |
| One Charles Private Wealth Services, LLC | 0.55% | Add +0.0% | 10,004 | $2.1M |
| Fortitude Family Office, LLC | 0.50% | No change | 10,000 | $2.1M |
| Archford Capital Strategies, LLC | 0.25% | Reduce -3.1% | 9,997 | $2.1M |
| Bessemer Group Inc. | 0.00% | Add +0.9% | 9,990 | $2.1M |
| Optima Capital LLC | 0.91% | Reduce -16.4% | 9,951 | $2.1M |
| Red Tortoise LLC | 0.90% | Add +31.4% | 9,937 | $2.1M |
| RMR Capital Management, LLC | 1.52% | Reduce -7.7% | 9,928 | $2.1M |
| Waystone Advisors LLC | 1.80% | — | 9,925 | $2.1M |
| AlphaCore Capital LLC | 0.05% | Add +5.7% | 9,905 | $2.1M |
| Tobias Financial Advisors, Inc. | 0.30% | Reduce -2.0% | 9,885 | $2.1M |
| Center For Asset Management LLC | 1.09% | Reduce -4.7% | 9,815 | $2.1M |
| 180 Wealth Advisors, LLC | 0.23% | Reduce -1.2% | 9,731 | $2.1M |
| Liberty Wealth Management LLC | 0.26% | Add +5.2% | 9,654 | $2.0M |
| Coldstream Capital Management Inc. | 0.03% | No change | 9,505 | $2.0M |
| Parsons Capital Management Inc. | 0.11% | Add +7.3% | 9,481 | $2.0M |
| Curtis Advisory Group, LLC | 0.42% | Add +0.4% | 9,450 | $2.0M |
| Farmers & Merchants Investments Inc. | 0.06% | Reduce -0.2% | 9,433 | $2.0M |
| Greenspring Advisors, LLC | 0.12% | Add +192.2% | 9,423 | $2.0M |
| IF Advisors, LLC | 1.60% | — | 9,309 | $2.0M |
| Sowell Financial Services LLC | 0.07% | Reduce -3.2% | 9,274 | $2.0M |
| Brown Wealth Management, LLC | 0.52% | Reduce -28.4% | 9,267 | $2.0M |
| Magnus Financial Group LLC | 0.15% | Reduce -2.0% | 9,200 | $1.9M |
| Walkner Condon Financial Advisors LLC | 0.27% | Reduce -1.3% | 9,172 | $1.9M |
| Triune Financial Partners, LLC | 0.45% | Reduce -4.4% | 8,701 | $1.9M |
| Financially in Tune, LLC | 1.81% | — | 9,161 | $1.9M |
| Donalies Financial Planning, LLC | 1.65% | — | 9,130 | $1.9M |
| Insigneo Advisory Services, LLC | 0.14% | Reduce -0.4% | 9,124 | $1.9M |
| Baker Tilly Wealth Management, LLC | 0.47% | Reduce -52.2% | 9,085 | $1.9M |
| Topsail Wealth Management, LLC | 0.28% | No change | 9,071 | $1.9M |
| Shared Vision Wealth Group LLC | 0.77% | Add +48.3% | 8,527 | $1.9M |
| Guidance Point Advisors, LLC | 0.45% | Add +0.6% | 9,002 | $1.9M |
| Wealthspan Partners, LLC | 0.69% | Reduce -2.2% | 9,001 | $1.9M |
| O'Connor Financial Group LLC | 0.76% | Add +1.0% | 8,487 | $1.9M |
| Riversedge Advisors, LLC | 0.31% | Reduce -7.5% | 8,993 | $1.9M |
| Chilton Investment Co. Inc. | 0.04% | No change | 8,986 | $1.9M |
| Pine Valley Investments Ltd Liability Co | 0.09% | Reduce -0.5% | 8,963 | $1.9M |
| Mutual Advisors, LLC | 0.04% | Add +0.8% | 8,962 | $1.9M |
| Marino, Stram & Associates LLC | 0.34% | Add +5.9% | 8,941 | $1.9M |
| Pioneer Wealth Management Group | 0.57% | Add +2.2% | 8,890 | $1.9M |
| Ofc Financial Planning, LLC | 1.79% | Add +2.0% | 8,888 | $1.9M |
| Kingsview Wealth Management, LLC | 0.03% | Add +5.1% | 8,860 | $1.9M |
| MB Generational Wealth, LLC | 0.99% | Add +4.8% | 8,833 | $1.9M |
| Wesbanco Bank Inc. | 0.05% | Reduce -12.5% | 8,826 | $1.9M |
| NorthRock Partners, LLC | 0.03% | Reduce -4.0% | 8,780 | $1.9M |
| Grove Bank & Trust | 0.21% | Reduce -0.7% | 8,702 | $1.8M |
| Duncker Streett & Co. Inc. | 0.33% | Reduce -0.5% | 8,662 | $1.8M |
| Vance Wealth, LLC | 0.54% | Reduce -1.9% | 8,630 | $1.8M |
| InvesTrust | 0.70% | Add +1.6% | 8,583 | $1.8M |
| Compton Wealth Advisory Group, LLC | 0.40% | No change | 8,547 | $1.8M |
| Argent Trust Co | 0.06% | No change | 8,483 | $1.8M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Add +0.2% | 8,462 | $1.8M |
| Bluedoor Private Wealth, LLC | 0.83% | — | 8,453 | $1.8M |
| Breakwater Capital Group | 0.25% | Add +1.5% | 8,448 | $1.8M |
| Parkside Financial Bank & Trust | 0.13% | Add +28.2% | 8,447 | $1.8M |
| Chapin Davis, Inc. | 0.42% | Add +0.4% | 8,444 | $1.8M |
| Tritonpoint Wealth, LLC | 0.18% | Reduce -20.0% | 8,442 | $1.8M |
| Windward Private Wealth Management Inc. | 0.62% | Reduce -5.5% | 8,412 | $1.8M |
| Victory Capital Management Inc. | 0.00% | No change | 8,408 | $1.8M |
| Sapient Capital LLC | 0.03% | Add +82.1% | 8,318 | $1.8M |
| Payne Capital LLC | 1.80% | Reduce -1.1% | 8,346 | $1.8M |
| Paragon Capital Management Ltd | 0.36% | Reduce -0.4% | 8,335 | $1.8M |
| Jacobs Equity LLC | 1.69% | — | 8,305 | $1.8M |
| Diversified Enterprises, LLC | 0.10% | Add +20.2% | 8,293 | $1.8M |
| SKY-Mountain Capital Management, Inc. | 1.17% | Add +9.3% | 7,827 | $1.8M |
| Tranquility Partners, LLC | 0.63% | Reduce -2.7% | 8,271 | $1.8M |
| City State Bank | 0.47% | No change | 8,183 | $1.7M |
| Strategic Blueprint, LLC | 0.10% | Add +23.0% | 8,178 | $1.7M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +4.8% | 8,157 | $1.7M |
| Financial Counselors Inc. | 2.38% | Reduce -38.2% | 8,106 | $1.7M |
| Klingman & Associates, LLC | 0.08% | Add +106.6% | 8,030 | $1.7M |
| Stirlingshire Investments, Inc. | 1.50% | — | 7,975 | $1.7M |
| SC&H Financial Advisors, Inc. | 0.26% | Add +8.5% | 7,949 | $1.7M |
| OneAscent Financial Services LLC | 0.15% | Add +8.3% | 7,939 | $1.7M |
| Trustmark Bank Trust Department | 0.10% | Add +18.4% | 7,839 | $1.7M |
| McGlone Suttner Wealth Management, Inc. | 0.22% | Reduce -1.4% | 7,821 | $1.7M |
| Monument Group Wealth Advisors, LLC | 0.90% | Reduce -5.1% | 7,805 | $1.7M |
| Bokf, NA | 0.03% | Reduce -9.6% | 7,773 | $1.6M |
| Clarity Capital Advisors, LLC | 0.82% | Add +0.9% | 7,767 | $1.6M |
| Richardson Financial Services Inc. | 0.53% | Add +3.5% | 7,706 | $1.6M |
| Focus Financial Network, Inc. | 0.06% | Reduce -4.8% | 7,649 | $1.6M |
| Alteri Wealth LLC | 0.52% | Add +6.2% | 7,589 | $1.6M |
| Trust Co. of Vermont | 0.07% | Reduce -5.2% | 7,534 | $1.6M |
| Infinity Wealth Counsel, LLC | 1.45% | Add +2.4% | 7,502 | $1.6M |
| Harbor Investment Advisory, LLC | 0.12% | Add +71.7% | 7,499 | $1.6M |
| BigSur Wealth Management LLC | 0.38% | No change | 7,466 | $1.6M |
| Market Street Wealth Management Advisors LLC | 0.25% | Reduce -2.5% | 7,462 | $1.6M |
| Hardy Reed LLC | 0.11% | No change | 7,436 | $1.6M |
| Baker Ellis Asset Management LLC | 0.19% | Add +3.3% | 7,382 | $1.6M |
| Michels Family Financial, LLC | 1.15% | Add +3.6% | 7,378 | $1.6M |
| Bank of Hawaii | 0.08% | Reduce -1.7% | 7,371 | $1.6M |
| Soltis Investment Advisors LLC | 0.10% | Add +54.4% | 7,368 | $1.6M |
| Simon Quick Advisors, LLC | 0.07% | No change | 7,299 | $1.5M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Add +0.3% | 7,273 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +3.3% | 7,271 | $1.5M |
| One Day In July LLC | 0.13% | Reduce -0.1% | 7,245 | $1.5M |
| BCS Wealth Management | 0.15% | Add +102.9% | 7,237 | $1.5M |
| Investor's Fiduciary Advisor Network, LLC | 0.33% | Reduce -9.9% | 7,210 | $1.5M |
| Blue Trust, Inc. | 0.02% | Reduce -4.6% | 7,178 | $1.5M |
| Ballentine Partners, LLC | 0.02% | Reduce -0.9% | 7,142 | $1.5M |
| 3EDGE Asset Management, LP | 0.08% | Reduce -5.2% | 7,095 | $1.5M |
| Cooksen Wealth, LLC | 1.10% | Reduce -4.0% | 7,080 | $1.5M |
| Precision Wealth Strategies, LLC | 0.48% | Reduce -11.3% | 7,065 | $1.5M |
| Legacy Edge Advisors, LLC | 0.16% | Add +39.6% | 7,016 | $1.5M |
| Asset Dedication, LLC | 0.10% | Add +1.7% | 6,984 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +6.6% | 6,909 | $1.5M |
| Forest Hill Capital, LLC | 0.75% | No change | 6,900 | $1.5M |
| Fulton Bank, N.A. | 0.05% | No change | 6,895 | $1.5M |
| Intellectus Partners, LLC | 0.28% | Reduce -6.8% | 6,882 | $1.5M |
| Graetz Wealth LLC | 1.33% | — | 6,881 | $1.5M |
| JT Stratford LLC | 0.19% | Add +61.1% | 6,881 | $1.5M |
| BSW Wealth Partners | 0.17% | Reduce -15.5% | 6,860 | $1.5M |
| Evergreen Wealth Management, LLC | 0.73% | Reduce -4.1% | 6,830 | $1.4M |
| C M Bidwell & Associates Ltd. | 0.68% | Add +0.0% | 6,814 | $1.4M |
| McNamara Financial Services, Inc. | 0.27% | Reduce -2.6% | 6,779 | $1.4M |
| GFS Advisors, LLC | 0.17% | No change | 6,764 | $1.4M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | Add +4.3% | 6,746 | $1.4M |
| Aegis Wealth Management LLC | 0.81% | Reduce -38.9% | 6,735 | $1.4M |
| Genesis Financial Group, LLC | 0.82% | — | 6,695 | $1.4M |
| Brand Asset Management Group, Inc. | 0.40% | Reduce -18.5% | 6,675 | $1.4M |
| WealthCare Investment Partners, LLC | 0.41% | Reduce -1.5% | 6,591 | $1.4M |
| Flputnam Investment Management Co. | 0.02% | Add +4.4% | 6,667 | $1.4M |
| Dravo Bay LLC | 0.59% | Add +1.9% | 6,665 | $1.4M |
| Trilogy Capital Inc. | 0.06% | Add +67.3% | 6,621 | $1.4M |
| Coordinated Financial Services, Inc. | 0.82% | Add +3.0% | 6,619 | $1.4M |
| Fortis Capital Advisors, LLC | 0.21% | Add +0.4% | 6,614 | $1.4M |
| Newman Dignan & Sheerar, Inc. | 0.29% | Reduce -0.8% | 6,612 | $1.4M |
| Planning Directions Inc. | 0.70% | Reduce -0.2% | 6,570 | $1.4M |
| ProVise Management Group, LLC | 0.10% | Reduce -4.4% | 6,548 | $1.4M |
| Trust Co | 0.13% | Add +21.4% | 6,543 | $1.4M |
| Friday Financial | 0.49% | Add +59.4% | 6,526 | $1.4M |
| Weitzel Financial Services, Inc. | 0.53% | Add +3.0% | 6,403 | $1.4M |
| Cibc World Market Inc. | 0.00% | Add +9.2% | 6,473 | $1.4M |
| Kovack Advisors, Inc. | 0.07% | Add +35.8% | 6,447 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -5.0% | 6,446 | $1.4M |
| Dynamic Financial Group | 1.16% | Add +3.3% | 6,434 | $1.4M |
| Founders Grove Wealth Partners, LLC | 0.31% | Add +1.7% | 6,426 | $1.4M |
| Arbor Investment Advisors, LLC | 0.18% | Reduce -0.9% | 6,393 | $1.4M |
| Stembrook Asset Management, LLC | 1.28% | — | 6,379 | $1.4M |
| Level Four Advisory Services, LLC | 0.04% | Add +3.3% | 6,378 | $1.4M |
| BKM Wealth Management, LLC | 0.49% | Add +16.8% | 6,317 | $1.3M |
| 1834 Investment Advisors Co. | 0.17% | Reduce -4.0% | 6,301 | $1.3M |
| Wealth Alliance, LLC | 0.13% | Reduce -6.2% | 6,272 | $1.3M |
| Condor Capital Management | 0.11% | Reduce -1.4% | 6,250 | $1.3M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -0.9% | 6,226 | $1.3M |
| CVA Family Office, LLC | 0.15% | Reduce -22.0% | 6,201 | $1.3M |
| Wellington Management Group LLP | 0.00% | No change | 6,197 | $1.3M |
| Uptick Partners, LLC | 0.28% | Add +20.8% | 6,189 | $1.3M |
| Savvy Advisors, Inc. | 0.04% | Add +17.0% | 6,173 | $1.3M |
| Cove Private Wealth, LLC | 0.39% | No change | 6,165 | $1.3M |
| Maridea Wealth Management LLC | 0.20% | Add +1.6% | 6,151 | $1.3M |
| Cadent Capital Advisors, LLC | 0.34% | Reduce -0.0% | 6,150 | $1.3M |
| FSA Investment Group, LLC | 0.79% | Add +0.1% | 6,142 | $1.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | Reduce -9.3% | 6,134 | $1.3M |
| Three Arch Wealth Management LLC | 0.24% | — | 6,092 | $1.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +721.0% | 6,084 | $1.3M |
| Hall Capital Management Co. Inc. | 0.50% | Add +1.8% | 6,064 | $1.3M |
| Community Financial Services Group, LLC | 0.23% | Reduce -20.6% | 6,041 | $1.3M |
| Eagle Harbor Asset Management Inc. | 1.06% | Add +0.1% | 6,018 | $1.3M |
| Meridian Financial Advisors, LLC | 0.69% | Reduce -2.0% | 6,006 | $1.3M |
| Pacific Sun Financial Corp | 0.61% | Reduce -0.8% | 5,996 | $1.3M |
| Texas Bank & Trust Co | 0.46% | Add +1.0% | 5,972 | $1.3M |
| VSM Wealth Advisory, LLC | 0.38% | Add +22.7% | 5,917 | $1.3M |
| Revisor Wealth Management LLC | 0.34% | Reduce -1.6% | 5,529 | $1.3M |
| Bruce G. Allen Investments, LLC | 0.85% | Add +9.8% | 5,900 | $1.2M |
| Empower Advisory Group, LLC | 0.00% | Reduce -12.2% | 5,862 | $1.2M |
| Total Wealth Planning, LLC | 2.66% | Reduce -94.6% | 5,862 | $1.2M |
| Insight Advisors, LLC/ PA | 0.19% | Reduce -0.3% | 5,818 | $1.2M |
| Indivisible Partners | 0.13% | — | 5,799 | $1.2M |
| TRUE Private Wealth Advisors | 0.12% | Reduce -8.3% | 5,789 | $1.2M |
| Strategic Financial Partners, Ltd. | 0.53% | Reduce -1.6% | 5,775 | $1.2M |
| Caprock Group, LLC | 0.03% | Reduce -7.7% | 5,766 | $1.2M |
| ARK & TLK Investments, LLC | 0.34% | Reduce -5.0% | 5,754 | $1.2M |
| Apriem Advisors | 0.11% | Reduce -0.0% | 5,745 | $1.2M |
| Harpswell Capital Advisors, LLC | 0.96% | Add +12.8% | 5,736 | $1.2M |
| WESCAP Management Group, Inc. | 0.25% | No change | 5,736 | $1.2M |
| United Advisor Group, LLC | 0.15% | Add +0.1% | 5,670 | $1.2M |
| Mascagni Wealth Management, Inc. | 0.89% | Reduce -4.8% | 5,633 | $1.2M |
| Sherman Wealth Management LLC | 1.03% | — | 5,597 | $1.2M |
| Chatham Capital Group, Inc. | 0.17% | Reduce -0.7% | 5,589 | $1.2M |
| Coastal Bridge Advisors, LLC | 0.09% | Add +13.9% | 5,567 | $1.2M |
| St. Louis Trust Co | 0.14% | No change | 5,564 | $1.2M |
| Clear Point Advisors Inc. | 0.91% | Reduce -4.5% | 5,559 | $1.2M |
| Silverlake Wealth Management LLC | 0.26% | Add +1.2% | 5,552 | $1.2M |
| Independent Wealth Advisors LLC | 1.23% | — | 5,549 | $1.2M |
| Compass Financial Group, INC | 0.17% | Add +1.1% | 5,539 | $1.2M |
| MJT & Associates Financial Advisory Group, Inc. | 0.88% | No change | 5,537 | $1.2M |
| Capital Squared Financial LLC | 0.91% | Add +23.4% | 5,514 | $1.2M |
| Certified Advisory Corp | 0.11% | Add +0.7% | 5,506 | $1.2M |
| Petix & Botte Co | 0.26% | Reduce -7.7% | 5,506 | $1.2M |
| GHP Investment Advisors, Inc. | 0.05% | Reduce -0.8% | 5,506 | $1.2M |
| Topel & Distasi Wealth Management, LLC | 0.57% | No change | 5,505 | $1.2M |
| MidAtlantic Capital Management, Inc. | 0.74% | No change | 5,474 | $1.2M |
| Level Financial Advisors | 0.30% | Reduce -5.6% | 5,418 | $1.1M |
| Dala Group, LLC | 0.99% | — | 5,413 | $1.1M |
| TruNorth Capital Management, LLC | 0.22% | No change | 5,382 | $1.1M |
| Cambridge Capital Management, LLC | 0.51% | Add +1.0% | 5,363 | $1.1M |
| Maimon Wealth Management LTD. | 1.05% | — | 5,335 | $1.1M |
| Resurgent Financial Advisors LLC | 0.56% | Add +1.4% | 5,291 | $1.1M |
| Main Street Financial Solutions, LLC | 0.08% | Reduce -1.9% | 5,286 | $1.1M |
| Iron Gate Global Advisors LLC | 0.11% | Add +1.5% | 5,278 | $1.1M |
| Meritas Wealth Management, LLC | 0.54% | Add +0.3% | 5,277 | $1.1M |
| Painted Porch Advisors LLC | 0.45% | Add +7.9% | 5,266 | $1.1M |
| Bestgate Wealth Advisors, LLC | 1.94% | Add +17.3% | 5,212 | $1.1M |
| Diversify Advisory Services, LLC | 0.03% | Add +0.1% | 4,901 | $1.1M |
| Moisand Fitzgerald Tamayo, LLC | 0.12% | Reduce -0.8% | 5,204 | $1.1M |
| First National Bank of Mount Dora, Trust Investment Services | 0.24% | No change | 5,196 | $1.1M |
| Grange Capital, LLC | 1.05% | Reduce -3.4% | 5,169 | $1.1M |
| John A. Wolfe & Associates, Inc. | 0.59% | — | 5,164 | $1.1M |
| King Wealth Management Group | 0.13% | Reduce -2.2% | 5,149 | $1.1M |
| High Net Worth Advisory Group LLC | 0.25% | Reduce -5.6% | 5,125 | $1.1M |
| Dentgroup LLC | 0.74% | No change | 5,111 | $1.1M |
| Wedbush Securities Inc. | 0.03% | Add +5.0% | 5,102 | $1.1M |
| Evoke Wealth, LLC | 0.02% | No change | 5,097 | $1.1M |
| Ballast Financial Advisors LLC | 1.10% | — | 5,064 | $1.1M |
| American Financial Advisors, LLC | 0.14% | Add +0.8% | 5,027 | $1.1M |
| Pekin Hardy Strauss, Inc. | 0.10% | Add +3.9% | 5,020 | $1.1M |
| Clal Insurance Enterprises Holdings Ltd | 0.01% | Add +66.7% | 5,000 | $1.1M |
| Pure Portfolios Holdings LLC | 0.32% | No change | 4,993 | $1.1M |
| McClarren Financial Advisors, Inc. | 0.63% | Add +12.6% | 5,785 | $1.1M |
| Principia Wealth Advisory, LLC | 0.66% | Reduce -24.0% | 4,961 | $1.1M |
| Ritter Daniher Financial Advisory LLC / DE | 0.18% | Add +493600.0% | 4,937 | $1.0M |
| Bridge Generations Wealth Management LLC | 0.65% | Reduce -16.5% | 4,925 | $1.0M |
| Hoge Financial Services, LLC | 0.56% | Add +0.5% | 4,923 | $1.0M |
| Net Worth Advisory Group | 0.21% | Add +291.1% | 4,905 | $1.0M |
| Visionary Wealth Advisors | 0.05% | Reduce -3.6% | 4,883 | $1.0M |
| RFP Financial Group LLC | 0.49% | No change | 4,880 | $1.0M |
| Capital Analysts, LLC | 0.03% | Add +1.0% | 4,877 | $1.0M |
| LongView Wealth Management | 0.25% | Reduce -2.5% | 4,608 | $1.0M |
| Acorn Financial Advisory Services Inc. | 0.15% | Reduce -8.3% | 4,825 | $1.0M |
| Fermata Advisors, LLC | 0.24% | Reduce -3.7% | 4,820 | $1.0M |
| Kathmere Capital Management, LLC | 0.07% | Add +0.8% | 4,817 | $1.0M |
| Transcend Capital Advisors, LLC | 0.08% | Reduce -5.8% | 4,809 | $1.0M |
| Saxony Capital Management, LLC | 0.62% | Add +24.6% | 4,797 | $1.0M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -25.1% | 4,791 | $1.0M |
| Schwallier Wealth Management LLC | 0.65% | Reduce -20.2% | 4,543 | $1.0M |
| Asempa Wealth Advisors | 0.87% | — | 4,780 | $1.0M |
| Keb Asset Management, LLC | 0.20% | Reduce -1.7% | 4,725 | $1.0M |
| Spinnaker Investment Group, LLC | 0.18% | Add +29.3% | 4,706 | $997K |
| Providence Capital Advisors, LLC | 0.17% | Reduce -4.3% | 4,698 | $995K |
| Sagace Wealth Management LLC | 0.67% | Add +0.9% | 4,683 | $992K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +14.1% | 4,681 | $991K |
| Retirement Planning Group, LLC | 0.03% | Reduce -12.3% | 4,668 | $989K |
| Octavia Wealth Advisors, LLC | 0.09% | Reduce -8.0% | 4,663 | $988K |
| Baldwin Investment Management, LLC | 0.11% | Reduce -1.8% | 4,654 | $986K |
| Cypress Point Wealth Management, LLC | 0.21% | Add +0.5% | 4,643 | $983K |
| Burns Matteson Capital Management, LLC | 0.39% | Reduce -3.1% | 4,633 | $981K |
| Beacon Financial Advisory LLC | 0.23% | Reduce -0.7% | 4,600 | $974K |
| Csenge Advisory Group | 0.04% | Add +2.8% | 4,588 | $972K |
| Founders Financial Securities LLC | 0.06% | Add +113.1% | 4,577 | $969K |
| Trust Co. of Toledo NA | 0.10% | Reduce -8.5% | 4,569 | $968K |
| Oppenheimer & Co. Inc. | 0.01% | Add +3.8% | 4,537 | $961K |
| Aire Advisors, LLC | 0.18% | Add +0.3% | 4,527 | $959K |
| Western Wealth Management, LLC | 0.04% | Add +42.7% | 4,518 | $957K |
| Marion Wealth Management | 0.21% | No change | 4,261 | $956K |
| Financial Alternatives, Inc | 0.55% | No change | 4,489 | $951K |
| Goelzer Investment Management, Inc. | 0.04% | Reduce -0.4% | 4,464 | $945K |
| West Branch Capital LLC | 0.24% | Reduce -21.8% | 4,428 | $938K |
| HFG Advisors, Inc. | 0.68% | Reduce -7.9% | 4,426 | $937K |
| Prospera Capital Management, LLC | 0.47% | No change | 4,421 | $936K |
| Vannoy Advisory Group, Inc. | 0.59% | Reduce -1.7% | 4,390 | $930K |
| Conrad Siegel Investment Advisors, Inc. | 0.18% | Reduce -0.2% | 4,388 | $929K |
| Canal Capital Management, LLC | 0.13% | No change | 4,382 | $928K |
| IFG Advisory, LLC | 0.04% | Add +9.0% | 4,337 | $918K |
| Ritholtz Wealth Management | 0.02% | Add +0.2% | 4,337 | $918K |
| IFG Advisors, LLC | 0.15% | Add +0.2% | 4,329 | $917K |
| Dopkins Wealth Management, LLC | 0.37% | Reduce -1.2% | 4,326 | $916K |
| Graves Light Lenhart Wealth, Inc. | 0.10% | Add +0.1% | 4,325 | $916K |
| SVRN Asset Management, LLC | 0.75% | — | 4,296 | $910K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -4.2% | 4,290 | $909K |
| Mezzasalma Advisors, LLC | 0.22% | Add +0.8% | 4,228 | $906K |
| Koenig Investment Advisory, LLC | 0.73% | — | 3,900 | $905K |
| Jacobi Capital Management LLC | 0.05% | Add +0.1% | 4,270 | $904K |
| Citizens Financial Group Inc. | 0.01% | Reduce -6.5% | 4,256 | $901K |
| Becker Capital Management Inc. | 0.03% | No change | 4,230 | $896K |
| Clarius Group, LLC | 0.05% | Add +0.1% | 4,208 | $891K |
| Raffa Wealth Management, LLC | 0.14% | Add +0.9% | 4,193 | $888K |
| truNorth Financial Services, Inc. | 0.96% | — | 4,187 | $887K |
| Blom & Howell Financial Planning, Inc. | 0.88% | — | 4,177 | $885K |
| Verus Capital Partners, LLC | 0.06% | New | 4,161 | $881K |
| Certuity, LLC | 0.05% | No change | 4,112 | $871K |
| RS Crum Inc. | 0.17% | Reduce -3.2% | 4,111 | $871K |
| Balefire, LLC | 0.17% | Reduce -0.7% | 4,104 | $869K |
| Caitlin John, LLC | 0.57% | Add +1.0% | 4,103 | $869K |
| Fearless Solutions, LLC dba Best Invest | 0.53% | Reduce -0.3% | 4,095 | $867K |
| Disciplined Investments, LLC | 0.33% | Reduce -10.8% | 4,074 | $863K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.16% | Add +6.0% | 4,072 | $862K |
| Freestone Capital Holdings, LLC | 0.03% | Reduce -24.1% | 4,051 | $858K |
| J. Derek Lewis & Associates Inc. | 0.20% | — | 4,043 | $856K |
| Retirement Planning Group, LLC / NY | 0.58% | Add +53.1% | 4,040 | $856K |
| Anchor Investment Management, LLC | 0.07% | Reduce -0.3% | 4,039 | $855K |
| Canandaigua National Bank & Trust Co. | 0.08% | Reduce -7.5% | 4,033 | $854K |
| Madison Wealth Partners, Inc | 0.16% | Add +18.1% | 4,024 | $852K |
| City Holding Co. | 0.10% | Reduce -3.6% | 4,018 | $851K |
| Smithfield Trust Co | 0.04% | No change | 3,982 | $845K |
| LPWM LLC | 0.21% | Add +79.2% | 3,978 | $842K |
| Envision Financial Planning, LLC | 0.32% | No change | 3,977 | $842K |
| American Money Management, LLC | 0.13% | Add +4.8% | 3,959 | $839K |
| Embree Financial Group | 0.10% | Add +0.2% | 3,945 | $835K |
| Berkeley, Inc | 0.27% | Reduce -3.7% | 3,944 | $835K |
| MorganRosel Wealth Management, LLC | 0.21% | Add +7.9% | 3,932 | $833K |
| HUB Investment Partners, LLC | 0.02% | Reduce -3.0% | 3,919 | $830K |
| Willner & Heller, LLC | 0.60% | Add +3.2% | 3,915 | $829K |
| Armbruster Capital Management, Inc. | 0.14% | No change | 3,911 | $828K |
| Mayfair Advisory Group, LLC | 0.32% | Add +0.9% | 3,830 | $821K |
| One Capital Management, LLC | 0.02% | Add +109.9% | 3,850 | $815K |
| Sightline Wealth Advisors, LLC | 0.35% | Add +2.0% | 3,830 | $811K |
| SageView Advisory Group, LLC | 0.03% | Reduce -17.1% | 3,820 | $809K |
| Fonville Wealth Management LLC | 0.16% | Reduce -2.7% | 3,785 | $802K |
| Compass Capital Corp. /Ma/ | 0.31% | Add +0.2% | 3,439 | $801K |
| Quantum Financial Advisors, LLC | 0.09% | Reduce -5.0% | 3,776 | $800K |
| Richmond Investment Services, LLC | 0.14% | Add +0.4% | 3,774 | $799K |
| Lake Street Private Wealth, LLC | 0.10% | Add +0.4% | 3,748 | $794K |
| Magnolia Capital Advisors LLC | 0.17% | Add +0.8% | 3,723 | $789K |
| Franklin Resources Inc. | 0.00% | Add +4.4% | 3,723 | $788K |
| Wealth Preservation Advisors, LLC | 0.40% | Reduce -0.7% | 3,722 | $788K |
| Glassman Wealth Services | 0.11% | Reduce -0.1% | 3,720 | $788K |
| Westhampton Capital, LLC | 0.37% | Add +2.6% | 3,718 | $787K |
| Life Planning Partners, Inc | 0.59% | Add +4.0% | 3,666 | $776K |
| Larson Financial Group LLC | 0.03% | Reduce -20.3% | 3,657 | $775K |
| Signaturefd, LLC | 0.01% | Add +0.2% | 3,651 | $773K |
| Wescott Financial Advisory Group, LLC | 0.07% | Add +0.0% | 3,651 | $773K |
| KDT Advisors, LLC | 1.08% | No change | 3,650 | $773K |
| Accretive Wealth Partners, LLC | 0.23% | Reduce -1.2% | 3,644 | $772K |
| Libra Wealth LLC | 0.21% | No change | 3,627 | $768K |
| Legacies Wealth LLC | 0.43% | Reduce -15.0% | 3,614 | $765K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -41.2% | 3,612 | $765K |
| Physician Wealth Advisors, Inc. | 0.11% | Reduce -0.6% | 3,587 | $760K |
| Chesley Taft & Associates LLC | 0.03% | Add +2.9% | 3,587 | $760K |
| Boston Partners | 0.00% | Add +7.0% | 3,585 | $759K |
| Caldwell Trust Co | 0.07% | Reduce -2.9% | 3,565 | $755K |
| Victrix Investment Advisors | 0.29% | New | 3,563 | $755K |
| Arrowroot Family Office, LLC | 0.27% | Add +0.4% | 3,556 | $753K |
| Wilmington Savings Fund Society, FSB | 0.02% | Reduce -0.5% | 3,538 | $749K |
| Agate Pass Investment Management, LLC | 0.28% | No change | 3,503 | $742K |
| Oldfather Financial Services, LLC | 0.22% | Add +39.6% | 3,503 | $742K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.26% | Reduce -0.0% | 3,495 | $740K |
| Crestwood Advisors Group, LLC | 0.01% | Add +10.1% | 3,494 | $740K |
| Destiny Wealth Partners, LLC | 0.08% | No change | 3,282 | $736K |
| Greykasell Wealth Strategies, Inc. | 0.29% | Add +0.3% | 3,474 | $736K |
| Elm Partners Management LLC | 0.03% | Reduce -24.9% | 3,471 | $735K |
| Merited Wealth, LLC | 0.68% | — | 3,461 | $733K |
| Summit Wealth Group LLC / Co. | 0.10% | Reduce -86.2% | 3,460 | $733K |
| Winebrenner Capital Management LLC | 0.49% | Reduce -0.3% | 3,437 | $728K |
| Yukon Wealth Management, Inc. | 0.42% | Reduce -4.5% | 3,185 | $727K |
| McDonald Partners LLC | 0.23% | Add +1.5% | 3,434 | $727K |
| Medallion Wealth Advisors, LLC | 0.24% | Add +3.3% | 3,419 | $724K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -6.4% | 3,378 | $716K |
| First National Bank of Omaha | 0.02% | New | 3,324 | $711K |
| Rooted Wealth Advisors, Inc. | 0.20% | Add +19.3% | 3,112 | $711K |
| Bedel Financial Consulting, Inc. | 0.08% | Add +0.9% | 3,339 | $707K |
| Novak & Powell Financial Services, Inc. | 0.37% | No change | 3,322 | $704K |
| Stage Harbor Financial, LLC | 0.47% | Reduce -11.3% | 3,285 | $696K |
| Evergreen Capital Management LLC | 0.02% | No change | 3,281 | $695K |
| Tactive Advisors, LLC | 0.20% | Add +9.2% | 3,264 | $691K |
| Abbot Financial Management, Inc. | 0.29% | Add +0.0% | 3,263 | $691K |
| Continuum Advisory, LLC | 0.07% | Add +7.6% | 3,262 | $691K |
| Avant Capital LLC | 0.47% | Reduce -2.6% | 3,243 | $687K |
| Essential Planning, LLC. | 0.22% | Add +224.3% | 3,243 | $687K |
| Strathmore Capital Advisors, Inc. | 0.23% | New | 3,242 | $687K |
| Downshift Financial, LLC | 0.42% | — | 2,977 | $674K |
| Astra Wealth Partners LLC | 0.41% | Reduce -0.8% | 3,180 | $673K |
| Busey Bank | 0.02% | Add +10.8% | 3,140 | $665K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +0.1% | 3,137 | $664K |
| Accurate Wealth Management, LLC | 0.08% | Reduce -2.0% | 2,984 | $663K |
| Modern Wealth Management, LLC | 0.01% | Add +13.3% | 3,126 | $662K |
| Resolute Advisors LLC | 0.22% | Add +0.9% | 3,126 | $662K |
| Atlantic Union Bankshares Corp | 0.01% | Add +0.1% | 3,118 | $660K |
| Unconventional Investor, LLC | 0.31% | Add +0.7% | 3,116 | $660K |
| Traynor Capital Management, Inc. | 0.04% | Reduce -9.7% | 3,110 | $659K |
| Perennial Investment Advisors, LLC | 0.05% | Reduce -21.7% | 3,101 | $657K |
| Rockwood Wealth Management, LLC | 0.05% | Reduce -1.8% | 3,100 | $657K |
| RHS Financial, LLC | 0.32% | Reduce -21.8% | 3,097 | $656K |
| QRG Capital Management, Inc. | 0.01% | Add +35.4% | 3,097 | $656K |
| BCR Wealth Strategies, LLC | 0.22% | Add +103.9% | 3,087 | $653K |
| Passumpsic Savings Bank | 0.36% | — | 3,083 | $653K |
| Pointe Capital Management LLC | 0.32% | Add +8.2% | 3,074 | $651K |
| WoodTrust Financial Corp | 0.08% | Add +8.4% | 3,069 | $650K |
| Elevated Financial Group LLC | 0.22% | — | 3,064 | $649K |
| Droms Strauss Advisors Inc. /Mo/ | 0.17% | Reduce -7.3% | 3,049 | $646K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -0.7% | 3,049 | $646K |
| Integrity Advisory Solutions, LLC | 0.09% | Add +7.3% | 3,037 | $643K |
| Canvas Wealth Advisors, LLC | 0.11% | Reduce -28.2% | 3,028 | $641K |
| Beckerman Institutional, LLC | 0.36% | No change | 3,024 | $640K |
| National Bank of Canada | 0.00% | Add +2.6% | 3,022 | $640K |
| Avant Financial Advisors LLC | 0.46% | No change | 3,018 | $639K |
| Magnolia Private Wealth, LLC | 0.45% | Reduce -3.3% | 3,017 | $639K |
| Cassady Wealth & Retirement Planning, LLC | 0.42% | — | 3,016 | $639K |
| Calton & Associates, Inc. | 0.09% | Add +25.6% | 3,011 | $638K |
| Woodside Wealth Management LLC | 0.48% | No change | 3,009 | $637K |
| Weik Capital Management | 0.24% | No change | 3,000 | $635K |
| Woodmont Investment Counsel LLC | 0.04% | Add +4.4% | 2,997 | $635K |
| Eagle Rock Investment Company, LLC | 0.09% | Add +0.3% | 2,995 | $634K |
| XY Planning Network, Inc. | 0.11% | Add +12.8% | 2,995 | $634K |
| Triumph Capital Management | 0.14% | New | 2,986 | $632K |
| TCI Wealth Advisors, Inc. | 0.03% | Reduce -0.4% | 2,971 | $629K |
| Hoxton Planning & Management, LLC | 0.19% | Reduce -15.8% | 2,969 | $629K |
| Centaurus Financial, Inc. | 0.03% | Add +0.5% | 2,962 | $627K |
| K2 Financial Inc. | 0.48% | Add +2.6% | 2,813 | $621K |
| StoneX Group Inc. | 0.03% | Reduce -29.9% | 2,923 | $619K |
| Lakewood Asset Management LLC | 0.36% | Add +12.1% | 2,914 | $617K |
| BLB&B Advisors, LLC | 0.03% | Add +31.0% | 2,912 | $617K |
| DGS Capital Management, LLC | 0.11% | Add +0.9% | 2,912 | $617K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +45.7% | 2,905 | $615K |
| Community Bank, N.A. | 0.07% | No change | 2,905 | $615K |
| Collaborative Wealth Managment Inc. | 0.22% | Add +2.2% | 2,900 | $614K |
| American Trust | 0.05% | Add +3.8% | 2,900 | $614K |
| Gibson Capital, LLC | 0.11% | No change | 2,899 | $614K |
| Centurion Wealth Management LLC | 0.13% | Add +18.2% | 2,895 | $613K |
| Provident Living Financial Services, Inc. | 0.60% | — | 2,885 | $611K |
| Anderson Hoagland & Co. | 0.05% | No change | 2,881 | $610K |
| Evermay Wealth Management LLC | 0.07% | Reduce -3.1% | 2,879 | $610K |
| Tennessee Valley Asset Management Partners | 0.08% | Reduce -6.7% | 2,872 | $608K |
| Bowman & Co S.C. | 0.26% | Add +0.5% | 2,871 | $608K |
| Silver Oak Advisory Group, Inc. | 0.27% | No change | 2,873 | $608K |
| LJI Wealth Management, LLC | 0.09% | No change | 2,871 | $608K |
| Comprehensive Money Management Services LLC | 0.42% | No change | 2,863 | $606K |
| Axis Wealth Partners, LLC | 0.33% | Reduce -3.0% | 2,861 | $606K |
| Granite FO LLC | 0.32% | Add +1.1% | 2,835 | $601K |
| FSM Wealth Advisors, LLC | 0.08% | Add +2.6% | 2,833 | $600K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Add +11.5% | 2,800 | $593K |
| Townsend Asset Management Corp. /NC/ | 0.21% | Reduce -0.0% | 2,800 | $593K |
| Stonebridge Financial Planning Group, LLC | 0.21% | Reduce -1.7% | 2,797 | $592K |
| Godsey & Gibb, Inc. | 0.05% | Add +0.2% | 2,796 | $592K |
| FWG Investments, LLC. | 0.38% | Add +3.4% | 2,796 | $592K |
| Arbor Trust Wealth Advisors, LLC | 0.26% | Reduce -51.9% | 2,795 | $592K |
| Sage Investment Counsel LLC | 0.65% | Reduce -3.4% | 2,783 | $589K |
| ERn Financial, LLC | 0.11% | No change | 2,782 | $589K |
| Procyon Advisors, LLC | 0.03% | Add +11.7% | 2,772 | $587K |
| Empirical Asset Management, LLC | 0.17% | No change | 2,765 | $586K |
| Three Bearings Fiduciary Advisors, Inc. | 0.55% | — | 2,620 | $584K |
| GreatBanc Trust CO | 0.41% | Reduce -11.1% | 2,755 | $583K |
| SCS Capital Management LLC | 0.01% | Reduce -5.1% | 2,753 | $583K |
| Galvin, Gaustad & Stein, LLC | 0.05% | Reduce -2.3% | 2,749 | $582K |
| Potentia Wealth | 0.21% | No change | 2,739 | $580K |
| Private Trust Co. NA | 0.05% | Add +4.7% | 2,725 | $577K |
| Investmark Advisory Group LLC | 0.25% | Add +0.2% | 2,721 | $576K |
| Windsor Advisory Group, LLC | 0.51% | No change | 2,720 | $576K |
| Selective Wealth Management, Inc. | 0.18% | Add +0.8% | 2,537 | $573K |
| Frederick Financial Consultants, LLC | 0.31% | No change | 2,700 | $572K |
| Glenview Trust Co | 0.01% | Reduce -14.6% | 2,686 | $569K |
| Aviso Wealth Management | 0.24% | Reduce -1.8% | 2,685 | $569K |
| Apollon Financial, LLC | 0.08% | Add +6.0% | 2,673 | $566K |
| Family Investment Center, Inc. | 0.11% | Add +0.3% | 2,670 | $566K |
| Integrated Wealthcare, LLC | 0.47% | — | 2,661 | $564K |
| Greenline Partners, LLC | 0.06% | No change | 2,660 | $563K |
| Copia Wealth Management | 0.40% | No change | 2,658 | $563K |
| Paulson Wealth Management Inc. | 0.13% | Reduce -35.1% | 2,650 | $561K |
| Tyche Wealth Partners LLC | 0.09% | Reduce -3.9% | 2,647 | $561K |
| UNIVEST FINANCIAL Corp | 0.03% | Reduce -5.2% | 2,641 | $559K |
| Pinnacle Associates Ltd. | 0.01% | Add +2.9% | 2,627 | $556K |
| Kastel Capital Advisors, LLC | 0.34% | — | 2,619 | $555K |
| Gilpin Wealth Management, LLC | 0.44% | — | 2,616 | $554K |
| Smith Thornton Advisors LLC | 0.28% | No change | 2,602 | $551K |
| TFO Wealth Partners, LLC | 0.08% | Add +0.6% | 2,600 | $551K |
| Russell Investments Group, Ltd. | 0.00% | Add +2.7% | 2,583 | $547K |
| National Wealth Management Group, LLC | 0.19% | Reduce -2.6% | 2,577 | $546K |
| Quarry Hill Advisors, LLC | 0.25% | Reduce -1.3% | 2,567 | $544K |
| Guardian Wealth Management, Inc. | 0.32% | Add +1.6% | 2,543 | $539K |
| SOL Capital Management CO | 0.05% | Reduce -3.0% | 2,540 | $538K |
| Spirepoint Private Client, LLC | 0.05% | New | 2,535 | $537K |
| Iowa State Bank | 0.10% | No change | 2,531 | $536K |
| McMill Wealth Management | 0.15% | Add +0.1% | 2,516 | $533K |
| First National Bank Sioux Falls | 0.16% | No change | 2,514 | $532K |
| Atticus Wealth Management, LLC | 0.13% | Add +0.8% | 2,504 | $530K |
| DeLarme Wealth Management, Inc. | 0.37% | — | 2,486 | $527K |
| Precedent Wealth Partners, LLC | 0.11% | Reduce -5.3% | 2,476 | $524K |
| Lodestone Wealth Management LLC | 0.21% | Add +0.1% | 2,476 | $524K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +41.3% | 2,471 | $523K |
| Red Wave Investments LLC | 0.16% | Reduce -1.3% | 2,462 | $521K |
| Key Client Fiduciary Advisors, LLC | 0.18% | Add +8.8% | 2,461 | $521K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -5.3% | 2,455 | $520K |
| Cozad Asset Management Inc. | 0.04% | Reduce -7.1% | 2,444 | $518K |
| Narus Financial Partners, LLC | 0.14% | Reduce -2.1% | 2,442 | $517K |
| Battery Global Advisors, LLC | 0.24% | Reduce -74.5% | 1,158 | $515K |
| Pacific Excel Wealth Advisors, Inc. | 0.97% | — | 2,421 | $513K |
| Chapman Financial Group, LLC | 0.35% | No change | 2,416 | $512K |
| Cascade Financial Partners, LLC | 0.05% | Reduce -1.4% | 2,411 | $511K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -3.8% | 2,408 | $510K |
| Tsfg, LLC | 0.08% | Add +0.1% | 2,398 | $508K |
| MIdWestOne Financial Group, Inc. | 0.06% | No change | 2,397 | $508K |
| TBH Global Asset Management, LLC | 0.08% | New | 1,985 | $507K |
| Rinkey Investments | 0.13% | No change | 2,392 | $507K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | New | 2,391 | $506K |
| Manuka Financial, LLC | 0.31% | Add +5.0% | 2,380 | $504K |
| Orleans Capital Management Corp. | 0.31% | No change | 2,373 | $503K |
| Valmark Advisers, Inc. | 0.01% | Add +5.4% | 2,365 | $501K |
| Montis Financial, LLC | 0.10% | Reduce -8.5% | 2,361 | $500K |
| Legacy Private Trust Co. | 0.03% | Reduce -35.1% | 2,351 | $498K |
| Carnegie Investment Counsel | 0.01% | Reduce -11.5% | 2,346 | $497K |
| NorthStar Asset Management LLC | 0.22% | Add +1.5% | 2,345 | $497K |
| Landmark Wealth Management, LLC | 0.19% | Reduce -2.3% | 2,345 | $497K |
| Round Rock Advisors LLC | 0.07% | No change | 2,334 | $494K |
| Coppell Advisory Solutions LLC | 0.05% | Add +6.8% | 2,310 | $494K |
| Murphy & Mullick Capital Management Corp | 0.36% | Reduce -7.2% | 2,328 | $493K |
| Camelot Technology Advisors, Inc. | 0.37% | Reduce -0.0% | 2,326 | $493K |
| AIMZ Investment Advisors, LLC | 0.14% | Add +129.1% | 2,325 | $492K |
| Roffman Miller Associates Inc. | 0.03% | Reduce -2.6% | 2,322 | $492K |
| Taylor & Morgan Wealth Management, LLC | 0.28% | Add +0.7% | 2,321 | $492K |
| Ariadne Wealth Management, LP | 0.20% | No change | 2,145 | $491K |
| Montag A & Associates Inc. | 0.02% | No change | 2,311 | $489K |
| Staley Capital Advisers Inc. | 0.02% | No change | 2,311 | $489K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +0.6% | 2,308 | $489K |
| West Financial Advisors, LLC | 0.08% | No change | 2,303 | $488K |
| HighPoint Advisor Group LLC | 0.01% | New | 2,302 | $488K |
| Foundations Investment Advisors, LLC | 0.01% | Add +7.7% | 2,289 | $485K |
| Fidelity D & D Bancorp Inc. | 0.21% | Add +1.9% | 2,266 | $480K |
| Integrity Financial Corp | 0.24% | Reduce -61.4% | 2,262 | $479K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Add +0.3% | 2,256 | $478K |
| Fidelis Capital Partners, LLC | 0.03% | No change | 2,247 | $476K |
| Bearing Point Capital, LLC | 0.07% | Add +0.8% | 2,218 | $470K |
| IPG Investment Advisors LLC | 0.08% | No change | 2,211 | $468K |
| Apeiron RIA LLC | 0.09% | Reduce -17.3% | 2,208 | $468K |
| Exchange Bank | 0.32% | No change | 2,199 | $466K |
| Coastwise Capital Group, LLC | 0.24% | Add +16.6% | 2,186 | $463K |
| Root Financial Partners, LLC | 0.02% | Reduce -10.8% | 2,178 | $461K |
| Align Financial, LLC | 0.27% | — | 459,936 | $460K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,169 | $459K |
| Drucker Wealth 3.0, LLC | 0.08% | Reduce -4.3% | 2,162 | $458K |
| Bell Investment Advisors, Inc | 0.07% | Add +0.4% | 2,160 | $457K |
| Versant Capital Management, Inc | 0.06% | Reduce -9.5% | 2,155 | $456K |
| SBI Securities Co., Ltd. | 0.01% | Add +0.4% | 2,155 | $456K |
| North Star Asset Management Inc. | 0.02% | New | 2,143 | $454K |
| Compass Capital Management, Inc. | 0.03% | Add +13.8% | 2,140 | $453K |
| Hardin Capital Partners, LLC | 0.21% | Add +0.1% | 2,139 | $453K |
| Pettyjohn, Wood & White, Inc. | 0.07% | No change | 2,120 | $449K |
| Callan Family Office, LLC | 0.01% | New | 2,120 | $449K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -59.9% | 2,120 | $449K |
| Dominguez Wealth Management Solutions, Inc. | 0.27% | Add +4.5% | 2,117 | $448K |
| Nottingham Advisors, Inc. | 0.06% | Add +0.3% | 2,109 | $447K |
| Burney Co./ | 0.01% | Add +89.8% | 2,099 | $444K |
| Financial Futures Ltd Liability Co. | 0.20% | Reduce -0.5% | 2,087 | $442K |
| TritonPoint Partners, LLC | 0.24% | — | 2,085 | $442K |
| Elevation Wealth Partners, LLC | 0.16% | Reduce -2.8% | 2,071 | $439K |
| Richard P Slaughter Associates Inc | 0.09% | Reduce -7.9% | 2,058 | $436K |
| Provident Wealth Management, LLC | 0.13% | No change | 2,057 | $436K |
| Pension & Wealth Management Advisors, Inc. | 0.13% | Reduce -1.4% | 2,051 | $435K |
| Guidance Capital, Inc. | 0.11% | Add +0.4% | 1,909 | $433K |
| Capital Investment Advisors, LLC | 0.01% | Add +6.4% | 2,045 | $433K |
| Barnes Pettey Financial Advisors, LLC | 0.21% | Add +2.5% | 2,038 | $432K |
| RFG - Bristol Wealth Advisors, LLC | 0.12% | Reduce -32.6% | 2,036 | $431K |
| Austin Wealth Management, LLC | 0.06% | Add +19.9% | 1,954 | $431K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +0.3% | 1,980 | $431K |
| First Trust Advisors LP | 0.00% | Add +2.1% | 2,031 | $430K |
| Winthrop Capital Management, LLC | 0.10% | Add +0.7% | 2,029 | $430K |
| Ballentine Capital Advisors, Inc | 0.18% | No change | 2,022 | $428K |
| Villere St Denis J & Co. LLC | 0.04% | No change | 2,022 | $428K |
| Wilson & Boucher Capital Management, LLC | 0.28% | Add +5.2% | 2,021 | $428K |
| Washington Trust Advisors, Inc. | 0.03% | Add +0.3% | 2,019 | $428K |
| JMN Financial LLC | 0.43% | — | 2,013 | $427K |
| Walter & Keenan Wealth Management LLC /in/ | 0.11% | Reduce -1.6% | 2,012 | $426K |
| South Shore Capital Advisors | 0.31% | — | 2,009 | $425K |
| Retirement Financial Solutions, LLC | 0.12% | Add +1.0% | 2,002 | $424K |
| Bantamac Capital, LLC | 0.30% | No change | 2,000 | $424K |
| Rathbones Group PLC | 0.00% | No change | 2,000 | $424K |
| Athena Investment Management | 0.22% | No change | 1,998 | $423K |
| Lodestar Private Asset Management LLC | 0.04% | Add +0.1% | 1,996 | $423K |
| Burling Wealth Partners, LLC | 0.07% | No change | 1,990 | $421K |
| Signal Advisors Wealth, LLC | 0.03% | Add +80.7% | 1,989 | $421K |
| HBK Sorce Advisory LLC | 0.01% | Add +1.4% | 1,813 | $421K |
| Pinnacle Bancorp, Inc. | 0.12% | Add +0.5% | 1,982 | $420K |
| Ceera Investments, LLC | 0.16% | No change | 1,978 | $419K |
| Quadrant Capital Group LLC | 0.01% | No change | 1,963 | $416K |
| Gemmer Asset Management LLC | 0.03% | Add +0.2% | 1,955 | $414K |
| Principal Financial Group Inc. | 0.00% | New | 1,950 | $413K |
| Jim Saulnier & Associates, LLC | 0.21% | New | 1,948 | $413K |
| Client 1ST Advisory Group, LLC | 0.13% | No change | 1,945 | $412K |
| Accredited Investors Inc. | 0.02% | No change | 1,943 | $412K |
| Adamsbrown Wealth Consultants LLC | 0.11% | No change | 1,936 | $410K |
| Investment Insight Wealth Management, LLC | 0.40% | — | 1,935 | $410K |
| Grand Wealth Management, LLC | 0.19% | Add +11.7% | 1,934 | $410K |
| Curated Wealth Partners LLC | 0.04% | Add +0.1% | 1,928 | $408K |
| CM Wealth Advisors LLC | 0.09% | No change | 1,926 | $408K |
| Summit Trail Advisors, LLC | 0.01% | Add +2.3% | 1,926 | $408K |
| Brown Brothers Harriman & Co. | 0.00% | Add +78.7% | 1,917 | $406K |
| Mosley Wealth Management | 0.19% | — | 1,934 | $406K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -1.2% | 1,912 | $405K |
| Skyline Advisors, Inc. | 0.14% | Add +1.5% | 1,911 | $405K |
| Confluence Wealth Services, Inc. | 0.02% | Reduce -6.3% | 1,906 | $404K |
| Rexford Capital Inc. | 0.30% | No change | 1,900 | $402K |
| Aspen Grove Capital, LLC | 0.07% | No change | 1,900 | $402K |
| SeedSafe Financial LLC | 0.35% | — | 1,893 | $401K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +2.0% | 1,884 | $399K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 1,812 | $399K |
| Brooklyn Investment Group | 0.02% | New | 1,849 | $396K |
| Clear Creek Financial Management, LLC | 0.03% | Add +48.2% | 1,864 | $395K |
| Twin Focus Capital Partners, LLC | 0.05% | Reduce -33.0% | 1,850 | $392K |
| Investments & Financial Planning, LLC | 0.21% | Reduce -1.6% | 1,847 | $391K |
| Cypress Wealth Services, LLC | 0.05% | New | 1,844 | $391K |
| Solutions 4 Wealth, Ltd | 0.59% | No change | 1,841 | $390K |
| CGC Financial Services, LLC | 0.10% | No change | 1,841 | $390K |
| Old North State Wealth Management, LLC | 0.18% | Add +0.8% | 1,831 | $389K |
| Evercore Wealth Management, LLC | 0.01% | Add +6.7% | 1,827 | $387K |
| GM Advisory Group, LLC | 0.02% | Add +25.1% | 1,827 | $387K |
| Carnegie Lake Advisors LLC | 0.15% | No change | 1,825 | $387K |
| HHM Wealth Advisors, LLC | 0.05% | Add +0.2% | 1,821 | $386K |
| Thayer Partners, LLC / MA | 0.19% | — | 1,817 | $385K |
| Next Level Private LLC | 0.10% | Add +0.4% | 1,813 | $384K |
| Gambit Capital Management, LLC | 0.27% | — | 1,795 | $380K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 1,791 | $379K |
| CoreCap Advisors, LLC | 0.01% | Reduce -5.5% | 1,789 | $379K |
| Uptown Financial Advisors LLC | 0.32% | No change | 1,788 | $379K |
| Crusonia Wealth Advisors LLC | 0.08% | — | 1,784 | $378K |
| MWA Asset Management | 0.21% | Reduce -4.8% | 1,780 | $377K |
| Fisher Asset Management | 0.00% | Reduce -37.1% | 1,778 | $377K |
| Summit Financial Strategies, Inc. | 0.03% | Reduce -2.9% | 1,773 | $376K |
| Cadence Bank | 0.02% | Reduce -1.2% | 1,773 | $376K |
| NWF Advisory Services Inc. | 0.04% | Reduce -10.4% | 1,773 | $375K |
| Sage Rhino Capital LLC | 0.07% | Add +1.0% | 1,768 | $374K |
| Cutler Investment Counsel LLC | 0.04% | Reduce -1.9% | 1,763 | $373K |
| Vantage Point Financial LLC | 0.13% | Reduce -7.2% | 1,754 | $371K |
| Argentarii, LLC | 0.12% | Reduce -13.9% | 1,742 | $369K |
| Sonoma Private Wealth LLC | 0.44% | Add +2.4% | 1,737 | $368K |
| Vantage Financial Partners, LLC | 0.07% | Add +0.9% | 1,729 | $366K |
| Vista Capital Partners, Inc. | 0.04% | Add +1.2% | 1,728 | $366K |
| Diversified Trust Co. | 0.01% | No change | 1,718 | $364K |
| Range Advisory, LLC | 0.09% | — | 1,713 | $363K |
| Berman McAleer LLC | 0.05% | Reduce -0.1% | 1,706 | $361K |
| Brightwater Advisory LLC | 0.24% | Reduce -4.2% | 1,703 | $361K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.1% | 1,701 | $360K |
| Seed Wealth Management, Inc. | 0.25% | No change | 1,700 | $360K |
| Melfa Wealth Management, Inc. | 0.21% | Add +0.3% | 1,696 | $359K |
| TPG Advisors LLC | 0.22% | Add +5.0% | 1,696 | $359K |
| New Hampshire Trust | 0.07% | No change | 1,688 | $358K |
| Essential Partners LLC | 0.11% | Reduce -15.8% | 1,674 | $355K |
| HSBC Holdings PLC | 0.00% | New | 1,670 | $354K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 1,669 | $353K |
| BWM Planning, LLC | 0.09% | Add +0.1% | 1,655 | $351K |
| Jag Capital Management, LLC | 0.04% | No change | 1,655 | $351K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +23.9% | 1,653 | $350K |
| New England Private Wealth Advisors LLC | 0.04% | Add +0.9% | 1,647 | $349K |
| Invst, LLC | 0.04% | Reduce -9.1% | 1,642 | $348K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -20.1% | 1,632 | $346K |
| Semitam Bonam LLC | 0.29% | No change | 1,630 | $345K |
| Finward Bancorp | 0.27% | No change | 1,626 | $344K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Add +0.1% | 1,626 | $344K |
| Annandale Capital, LLC | 0.06% | No change | 1,625 | $344K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -14.1% | 1,621 | $343K |
| Ocean Park Asset Management, LLC | 0.02% | Reduce -6.1% | 1,611 | $341K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -6.1% | 1,611 | $341K |
| New Covenant Trust Company, N.A. | 0.31% | Reduce -68.3% | 1,591 | $341K |
| Willis Johnson & Associates, Inc. | 0.02% | No change | 1,611 | $341K |
| Nicolet Advisory Services, LLC | 0.02% | Reduce -8.3% | 1,535 | $340K |
| Sterling Investment Counsel, LLC | 0.10% | New | 1,708 | $338K |
| Marco Investment Management LLC | 0.03% | Reduce -4.5% | 1,593 | $337K |
| Vestia Personal Wealth Advisors | 0.17% | Add +0.8% | 1,486 | $337K |
| Appleton Partners Inc. | 0.02% | Add +1.7% | 1,591 | $337K |
| PFG Investments, LLC | 0.02% | Reduce -36.4% | 1,588 | $336K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +7.8% | 1,586 | $336K |
| 1ST Source Bank | 0.02% | No change | 1,583 | $335K |
| Team Hewins, LLC | 0.11% | No change | 1,580 | $335K |
| Penobscot Wealth Management | 0.10% | Add +2.3% | 1,576 | $334K |
| Columbia Asset Management | 0.06% | Add +3.3% | 1,573 | $333K |
| Sound Income Strategies, LLC | 0.02% | Add +59.6% | 1,480 | $333K |
| Dakota Wealth Management | 0.01% | Add +27.1% | 1,570 | $332K |
| Capasso Planning Partners LLC | 0.18% | Reduce -23.9% | 1,565 | $332K |
| Cordoba Advisory Partners LLC | 0.08% | — | 1,564 | $331K |
| Keel Point, LLC | 0.02% | Add +0.9% | 1,558 | $330K |
| Salus Financial Advisors, LLC | 0.20% | No change | 1,556 | $330K |
| MOR Wealth Management, LLC | 0.15% | — | 1,555 | $329K |
| North Capital, Inc. | 0.28% | Add +0.8% | 1,555 | $329K |
| Barlow Wealth Partners, LLC | 0.04% | No change | 1,482 | $329K |
| Rovin Capital /Ut/ | 0.09% | No change | 1,555 | $329K |
| Keystone Financial Group | 0.02% | Add +6.5% | 1,553 | $329K |
| Uhlmann Price Securities, LLC | 0.19% | Reduce -2.7% | 1,545 | $327K |
| Milestone Asset Management Group, LLC | 0.18% | Add +0.1% | 1,545 | $327K |
| LWM Advisors Inc. | 0.29% | No change | 1,544 | $327K |
| Strategic Financial Services, Inc. | 0.01% | Add +20.6% | 1,405 | $326K |
| Gilliland Jeter Wealth Management LLC | 0.10% | No change | 1,536 | $325K |
| Outbound Financial Inc | 0.25% | No change | 1,535 | $325K |
| Roman Butler Fullerton & Co. | 0.09% | Add +0.1% | 1,430 | $325K |
| Gateway Wealth Partners, LLC | 0.04% | No change | 1,531 | $324K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -29.6% | 1,526 | $323K |
| KDK Private Wealth Management, LLC | 0.28% | Reduce -1.9% | 1,517 | $321K |
| Wrapmanager Inc. | 0.11% | Reduce -12.4% | 1,515 | $321K |
| Thrive Wealth Management, LLC | 0.05% | Reduce -18.8% | 1,510 | $320K |
| Stewardship Advisors, LLC | 0.07% | Add +2.4% | 1,504 | $319K |
| KMG Fiduciary Partners, LLC | 0.02% | New | 1,504 | $319K |
| Dearborn Partners LLC | 0.02% | Add +12.1% | 1,501 | $318K |
| Argent Advisors, Inc. | 0.09% | Reduce -6.3% | 1,500 | $318K |
| SVB Wealth LLC | 0.02% | No change | 1,500 | $318K |
| Robinson Smith Wealth Advisors LLC | 0.22% | Reduce -2.0% | 1,499 | $317K |
| My Personal CFO, LLC | 0.13% | Add +14.0% | 1,496 | $317K |
| Pearl Planning LLC | 0.19% | — | 1,490 | $316K |
| Rehmann Capital Advisory Group | 0.02% | Add +9.6% | 1,474 | $312K |
| Horizon Investment Services, LLC | 0.11% | Add +3.3% | 1,470 | $311K |
| Solstein Capital, LLC | 0.12% | New | 1,463 | $310K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,457 | $309K |
| Flagstar Securities, Inc. | 0.10% | Reduce -6.1% | 1,457 | $308K |
| Jeppson Wealth Management, LLC | 0.10% | No change | 1,455 | $308K |
| Sovran Advisors, LLC | 0.03% | Reduce -5.7% | 1,365 | $308K |
| Lazari Capital Management, Inc. | 0.10% | Add +1.0% | 1,450 | $307K |
| Meredith Wealth Planning | 0.09% | Reduce -2.0% | 1,447 | $306K |
| Altiora Financial Group, LLC | 0.05% | Reduce -49.6% | 1,441 | $305K |
| Fiduciary Trust Co | 0.00% | Reduce -5.3% | 1,439 | $305K |
| Columbia Advisory Partners LLC | 0.21% | Reduce -26.3% | 1,434 | $304K |
| Fourth Dimension Wealth, LLC | 0.11% | Reduce -0.8% | 1,432 | $303K |
| Park Edge Advisors, LLC | 0.07% | No change | 1,431 | $303K |
| Cidel Asset Management Inc. | 0.02% | Reduce -18.6% | 1,425 | $302K |
| Harbor Asset Planning, Inc. | 0.26% | Add +1.0% | 1,424 | $302K |
| Hollencrest Capital Management | 0.01% | No change | 1,420 | $301K |
| Yoder Wealth Management, Inc. | 0.14% | No change | 1,417 | $300K |
| Holland Advisory Services, Inc. | 0.40% | Add +0.4% | 1,417 | $300K |
| Evensky & Katz LLC | 0.02% | Add +0.8% | 1,415 | $300K |
| Sage Financial Management Group, Inc. | 0.09% | Reduce -0.8% | 1,415 | $300K |
| Prospect Financial Services LLC | 0.17% | Add +26.6% | 1,413 | $299K |
| W.H. Cornerstone Investments Inc. | 0.18% | Add +0.9% | 1,413 | $299K |
| ICONIQ Capital, LLC | 0.00% | No change | 1,398 | $296K |
| Bonfire Financial | 0.22% | Reduce -2.1% | 1,393 | $295K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -10.8% | 1,384 | $293K |
| Murphy Pohlad Asset Management LLC | 0.11% | Add +8.1% | 1,383 | $293K |
| Debussy Capital Management LP | 0.04% | Add +0.1% | 1,383 | $293K |
| Inspire Advisors, LLC | 0.03% | Reduce -3.8% | 1,373 | $291K |
| DecisionMap Wealth Management, LLC | 0.18% | Reduce -3.5% | 1,371 | $290K |
| Milestone Investment Advisors LLC | 0.07% | No change | 1,366 | $289K |
| Insight Inv LLC | 0.16% | Add +18.4% | 1,353 | $287K |
| Clark Asset Management, LLC | 0.03% | Reduce -21.3% | 1,349 | $286K |
| First Heartland Consultants, Inc. | 0.02% | Add +10.9% | 1,348 | $285K |
| Daviman Financial, LLC | 0.17% | — | 1,328 | $281K |
| Headinvest, LLC | 0.06% | No change | 1,325 | $281K |
| Hippocratic Financial Advisors, LLC | 0.13% | No change | 1,323 | $280K |
| Mb, Levis & Associates, LLC | 0.12% | Add +7.3% | 1,321 | $280K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 1,319 | $279K |
| World Equity Group, Inc. | 0.08% | Add +14.6% | 1,319 | $279K |
| Gilman Hill Asset Management, LLC | 0.04% | No change | 1,318 | $279K |
| International Assets Investment Management, LLC | 0.02% | Reduce -9.4% | 1,316 | $279K |
| Claris Advisors, LLC / Mo / | 0.08% | No change | 1,315 | $279K |
| Passive Capital Management, LLC. | 0.09% | No change | 1,310 | $277K |
| Advocacy Wealth Management, LLC | 0.01% | No change | 1,305 | $276K |
| Amplius Wealth Advisors, LLC | 0.02% | No change | 1,301 | $276K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -3.7% | 1,298 | $275K |
| WealthTrak Capital Management LLC | 0.20% | Reduce -27.5% | 1,291 | $273K |
| Curi Capital, LLC | 0.00% | Reduce -9.4% | 1,289 | $273K |
| Iams Wealth Management, LLC | 0.10% | New | 1,288 | $273K |
| Wealth Quarterback LLC | 0.10% | Reduce -0.2% | 1,286 | $272K |
| Calder Financial LLC | 0.27% | — | 1,285 | $272K |
| Brady Martz Wealth Solutions, LLC | 0.05% | No change | 1,282 | $272K |
| Xxi Wealth, LLC | 0.16% | — | 1,280 | $271K |
| Kraft, Davis & Associates, LLC | 0.06% | Add +0.1% | 1,219 | $270K |
| First Citizens Bank & Trust Co. | 0.01% | New | 1,274 | $270K |
| Veratis Advisors, Inc. | 0.21% | — | 1,167 | $269K |
| Walleye Partners, LLC | 0.30% | — | 1,270 | $269K |
| Foundation Wealth Management, LLC\PA | 0.10% | Reduce -3.5% | 1,266 | $268K |
| Cherry Creek Investment Advisors, Inc. | 0.11% | Reduce -0.4% | 1,259 | $267K |
| Titleist Asset Management, LLC | 0.02% | New | 1,258 | $266K |
| Colonial Trust Co / SC | 0.04% | Reduce -1.2% | 1,253 | $265K |
| Schrum Private Wealth Management LLC | 0.20% | No change | 1,252 | $265K |
| Roble, Belko & Company, Inc | 0.03% | Add +1842.2% | 1,243 | $263K |
| TFC Financial Management, Inc. | 0.03% | Add +0.2% | 1,242 | $263K |
| Balboa Wealth Partners | 0.04% | Add +0.2% | 1,241 | $263K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.09% | Add +30850.0% | 1,238 | $262K |
| Winthrop Advisory Group LLC | 0.02% | Add +2.6% | 1,237 | $262K |
| Integral Investment Advisors, Inc. | 0.06% | Reduce -23.3% | 1,237 | $262K |
| Ares Financial Consulting, LLC | 0.25% | — | 1,236 | $262K |
| Legacy Advisors, LLC | 0.03% | Add +13.8% | 1,235 | $262K |
| Key Financial Inc | 0.05% | Add +4.6% | 1,233 | $261K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | No change | 1,233 | $261K |
| Park Place Capital Corp | 0.05% | Add +0.2% | 1,232 | $261K |
| Axim Planning & Wealth | 0.28% | Reduce -3.1% | 1,232 | $261K |
| L. Roy Papp & Associates, LLP | 0.03% | Add +0.9% | 1,225 | $260K |
| Liberty Capital Management, Inc. | 0.05% | Reduce -0.9% | 1,224 | $259K |
| Lexington Hill Partners, LLC | 0.19% | — | 1,219 | $258K |
| McIlrath & Eck, LLC | 0.02% | Add +60.2% | 1,219 | $258K |
| Fell Capital Management | 0.25% | — | 1,208 | $256K |
| Punch & Associates Investment Management, Inc. | 0.02% | Add +3.0% | 1,208 | $256K |
| Intelligence Driven Advisers, LLC | 0.04% | Add +1.0% | 1,206 | $255K |
| TruWealth Advisors, LLC | 0.01% | Reduce -5.2% | 1,203 | $255K |
| Harbour Capital Advisors, LLC | 0.05% | No change | 1,187 | $255K |
| Berger Financial Group, Inc | 0.01% | Add +0.1% | 1,201 | $254K |
| Hazlett, Burt & Watson, Inc. | 0.08% | Add +4.1% | 1,201 | $254K |
| Crewe Advisors LLC | 0.02% | No change | 1,197 | $254K |
| Meeder Advisory Services, Inc. | 0.01% | Add +22.5% | 1,191 | $252K |
| RCS Financial Planning, LLC | 0.11% | Reduce -6.0% | 1,189 | $252K |
| Accel Wealth Management | 0.07% | Add +0.4% | 1,186 | $251K |
| PGIM Custom Harvest LLC | 0.00% | Reduce -6.7% | 1,183 | $251K |
| SilverOak Wealth Management LLC | 0.04% | No change | 1,181 | $250K |
| Romano Brothers and Company | 0.03% | Reduce -20.8% | 1,181 | $250K |
| Independent Wealth Network Inc. | 0.08% | Add +6.7% | 1,171 | $248K |
| Gilbert & Cook, Inc. | 0.03% | Add +0.8% | 1,170 | $248K |
| Salomon & Ludwin, LLC | 0.02% | Add +0.3% | 1,138 | $247K |
| Ehrlich Financial Group | 0.14% | Add +0.1% | 1,164 | $246K |
| Andrews, Lucia Wealth Management LLC | 0.15% | No change | 1,160 | $246K |
| N.E.W. Advisory Services LLC | 0.02% | Add +17.2% | 1,160 | $246K |
| Bayban | 0.22% | — | 1,150 | $244K |
| Tradewinds, LLC. | 0.06% | Reduce -9.0% | 1,148 | $243K |
| Camelot Portfolios, LLC | 0.15% | Reduce -27.8% | 1,147 | $243K |
| Granville Capital, Inc. | 0.13% | — | 1,142 | $242K |
| Holos Integrated Wealth LLC | 0.13% | No change | 1,125 | $241K |
| Financial Gravity Asset Management, Inc. | 0.05% | Add +569.4% | 1,138 | $241K |
| Woodard & Co. Asset Management Group Inc. | 0.04% | Add +5.3% | 1,137 | $241K |
| Aquire Wealth Advisors, LLC | 0.06% | Add +17.4% | 1,133 | $240K |
| Pitcairn Wealth Advisors LLC | 0.02% | — | 1,126 | $238K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 1,126 | $238K |
| Merrithew & Thorsten Inc | 0.25% | — | 1,123 | $238K |
| Defined Wealth Management, LLC | 0.14% | No change | 1,124 | $238K |
| Lauterbach Financial Advisors, LLC | 0.12% | No change | 1,117 | $237K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Add +3.0% | 1,117 | $237K |
| Archer Investment Corp | 0.05% | Reduce -2.4% | 1,115 | $236K |
| Capital Group Private Client Services, Inc. | 0.00% | No change | 1,108 | $235K |
| Graney & King, LLC | 0.14% | Add +2.8% | 1,107 | $235K |
| Jackson, Grant Investment Advisers, Inc. | 0.08% | Add +0.5% | 1,106 | $234K |
| RFG Holdings, Inc. | 0.06% | Add +0.6% | 1,104 | $234K |
| Legacy Bridge, LLC | 0.09% | Reduce -17.2% | 1,098 | $233K |
| Encompass Wealth Advisors, LLC | 0.08% | Add +7.9% | 1,098 | $233K |
| Pinion Investment Advisors, LLC | 0.06% | Add +8.3% | 1,098 | $233K |
| Pennington Partners & Co., LLC | 0.09% | New | 1,098 | $232K |
| Red Door Wealth Management, LLC | 0.02% | New | 1,097 | $232K |
| Cornerstone Financial Management LLC | 0.22% | — | 1,096 | $232K |
| Brian Low Financial Group, LLC | 0.16% | Reduce -13.5% | 1,096 | $232K |
| Stephens Consulting, LLC | 0.07% | No change | 1,091 | $231K |
| Synergy Asset Management, LLC | 0.02% | Reduce -72.4% | 1,091 | $231K |
| Tillman Hartley LLC | 0.06% | Reduce -0.1% | 1,088 | $230K |
| Manske Wealth Management | 0.07% | Add +9.1% | 1,087 | $230K |
| BTS Asset Management, Inc. | 0.31% | New | 1,082 | $229K |
| Vaughan David Investments LLC | 0.01% | New | 1,079 | $229K |
| Strategic Wealth Partners, Ltd. | 0.02% | Add +153.7% | 1,078 | $228K |
| Prudent Investors Network, Inc. | 0.05% | No change | 1,075 | $228K |
| Core Wealth Partners LLC | 0.10% | No change | 1,073 | $227K |
| Legacy Wealth Managment, LLC | 0.11% | Add +1223.5% | 1,072 | $227K |
| Omega Financial Group, LLC | 0.08% | Add +0.8% | 1,071 | $227K |
| 4WEALTH Advisors, Inc. | 0.20% | New | 1,070 | $227K |
| Beaumont Financial Advisors, LLC | 0.01% | Add +5.5% | 1,066 | $226K |
| Advisors Capital Management, LLC | 0.00% | Reduce -2.9% | 1,064 | $225K |
| Forum Financial Management, LP | 0.00% | No change | 1,064 | $225K |
| Centennial Bank | 0.09% | Reduce -32.0% | 1,060 | $224K |
| Sargent Investment Group, LLC | 0.03% | New | 1,060 | $224K |
| Winthrop Partners - WNY, LLC | 0.12% | — | 1,058 | $224K |
| Cottage Street Advisors LLC | 0.09% | New | 1,055 | $223K |
| Investment Research & Advisory Group, Inc. | 0.07% | Add +0.9% | 1,052 | $223K |
| WPG Advisers, LLC | 0.17% | Add +0.7% | 1,052 | $223K |
| Performance Wealth Partners, LLC | 0.01% | No change | 1,051 | $223K |
| Northstar Group, Inc. | 0.03% | Add +0.4% | 1,039 | $220K |
| Lanark Financial, Inc. | 0.02% | Add +4.1% | 1,039 | $220K |
| Satovsky Asset Management LLC | 0.04% | Add +0.8% | 1,037 | $220K |
| Ewa, LLC | 0.05% | New | 1,032 | $218K |
| Winter & Associates, Inc. | 0.20% | — | 1,030 | $218K |
| Peak Asset Management, LLC | 0.04% | New | 1,027 | $218K |
| Smith Salley Wealth Management | 0.01% | No change | 1,027 | $218K |
| Ellenbecker Investment Group | 0.03% | Add +5.7% | 1,024 | $217K |
| Westmount Partners, LLC | 0.05% | No change | 1,024 | $217K |
| Lifeworks Advisors, LLC | 0.03% | Reduce -0.7% | 1,022 | $216K |
| Straight Path Wealth Management | 0.06% | New | 1,018 | $216K |
| Rothschild Capital Partners, LLC | 0.05% | New | 1,016 | $215K |
| Serenus Wealth Advisors, LLC | 0.04% | Add +1.4% | 1,016 | $215K |
| McLean Asset Management Corp | 0.04% | Reduce -74.3% | 958 | $214K |
| Investment Advisory Group, LLC | 0.05% | No change | 1,008 | $214K |
| Post Resch Tallon Group Inc. | 0.18% | No change | 1,005 | $213K |
| RAM Investment Partners, LLC | 0.04% | Reduce -8.6% | 1,004 | $213K |
| Advantage Trust Co | 0.10% | No change | 1,000 | $212K |
| United Bank | 0.03% | No change | 1,000 | $212K |
| Meridian Wealth Advisors, LLC | 0.03% | No change | 995 | $211K |
| Rothschild Investment LLC | 0.01% | Reduce -0.1% | 991 | $210K |
| PAX Financial Group, LLC | 0.04% | Reduce -29.2% | 990 | $210K |
| Crumly & Associates Inc. | 0.04% | No change | 988 | $209K |
| Hubbell Strickland Wealth Management, LLC | 0.08% | Add +0.9% | 986 | $209K |
| Ledyard National Bank | 0.02% | New | 984 | $208K |
| Accredited Investor Services, LLC | 0.14% | No change | 982 | $208K |
| Freedom Financial Partners LLC | 0.08% | Add +0.4% | 982 | $208K |
| White Wing Wealth Management | 0.12% | Add +0.3% | 976 | $207K |
| Bernicke Wealth Management, Ltd. | 0.03% | — | 971 | $206K |
| Litman Gregory Wealth Management LLC | 0.02% | No change | 971 | $206K |
| Mayflower Financial Advisors, LLC | 0.02% | New | 969 | $205K |
| Maia Wealth LLC | 0.04% | New | 896 | $205K |
| Maseco LLP | 0.01% | New | 967 | $205K |
| TAGStone Capital, Inc. | 0.08% | No change | 977 | $205K |
| Harvest Investment Services, LLC | 0.04% | New | 965 | $204K |
| jvl associates llc | 0.07% | No change | 963 | $204K |
| Horst & Graben Wealth Management LLC | 0.03% | New | 962 | $204K |
| PUREfi Wealth, LLC | 0.16% | New | 957 | $203K |
| Oak Harvest Investment Services | 0.02% | New | 956 | $202K |
| Security National Bank of So Dak | 0.10% | New | 954 | $202K |
| Abound Wealth Management | 0.05% | Reduce -2.0% | 949 | $201K |
| CFO4Life Group, LLC | 0.03% | New | 947 | $201K |
| Legend Capital Advisors LLC | 0.11% | — | 946 | $200K |
| Miller Capital Partners, Inc. | 0.10% | — | 920 | $195K |
| First PREMIER Bank | 0.04% | No change | 910 | $193K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Add +21.9% | 875 | $185K |
| Bare Financial Services, Inc | 0.05% | No change | 873 | $185K |
| Operose Advisors LLC | 0.04% | Add +0.1% | 867 | $184K |
| Angeles Wealth Management, LLC | 0.01% | No change | 854 | $181K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.26% | No change | 844 | $179K |
| Bogart Wealth, LLC | 0.01% | Reduce -29.7% | 828 | $175K |
| WealthCollab, LLC | 0.07% | No change | 820 | $174K |
| Kennebec Savings Bank | 0.15% | No change | 817 | $173K |
| Arcadia Investment Advisors LLC | 0.08% | No change | 811 | $172K |
| Glen Eagle Advisors, LLC | 0.02% | Add +7.0% | 799 | $169K |
| Proffitt & Goodson Inc. | 0.02% | No change | 783 | $166K |
| New Republic Capital, LLC | 0.04% | Reduce -3.5% | 775 | $164K |
| Dagco, Inc. | 0.04% | No change | 770 | $163K |
| Wells Financial Advisors INC | 0.31% | Reduce -38.9% | 764 | $162K |
| Keating Financial Advisory Services, Inc. | 0.02% | — | 761 | $161K |
| Addison Advisors LLC | 0.04% | No change | 756 | $160K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | Reduce -3.2% | 732 | $155K |
| Entrust Financial LLC | 0.11% | — | 728 | $154K |
| Curio Wealth, LLC | 0.05% | No change | 706 | $152K |
| Nalls Sherbakoff Group, LLC | 0.11% | No change | 705 | $149K |
| Colony Family Offices, LLC | 0.04% | No change | 694 | $147K |
| Crews Bank & Trust | 0.02% | Add +3128.6% | 678 | $144K |
| Atlantic Private Wealth, LLC | 0.09% | Add +0.1% | 674 | $143K |
| Thompson Investment Management, Inc. | 0.02% | No change | 635 | $134K |
| MV Capital Management, Inc. | 0.01% | No change | 633 | $134K |
| Lazard Asset Management LLC | 0.00% | No change | 610 | $129K |
| Ameriflex Group, Inc. | 0.07% | Reduce -46.1% | 602 | $127K |
| Cape Investment Advisory, Inc. | 0.04% | Add +132.1% | 601 | $127K |
| Field & Main Bank | 0.04% | No change | 600 | $127K |
| Wealth Enhancement Trust Services, Inc. | 0.02% | — | 596 | $126K |
| GAMMA Investing LLC | 0.01% | No change | 593 | $126K |
| LRI Investments, LLC | 0.01% | No change | 588 | $125K |
| West Paces Advisors Inc. | 0.02% | Add +10.4% | 571 | $121K |
| Johnson Financial Group, Inc. | 0.00% | No change | 565 | $120K |
| 10Elms LLP | 0.12% | No change | 562 | $119K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 537 | $114K |
| Fairscale Capital, LLC | 0.07% | Add +3.6% | 520 | $110K |
| HM Payson & Co. | 0.00% | Add +2631.6% | 519 | $110K |
| Cornerstone Planning Group LLC | 0.02% | Add +6928.6% | 492 | $110K |
| Hilton Head Capital Partners, LLC | 0.06% | — | 507 | $107K |
| Bradley & Co. Private Wealth Management, LLC | 0.06% | No change | 506 | $107K |
| Bfsg, LLC | 0.01% | Reduce -7.3% | 504 | $107K |
| Wagner Wealth Management, LLC | 0.02% | Reduce -0.4% | 502 | $106K |
| SYM FINANCIAL Corp | 0.01% | No change | 500 | $106K |
| Torren Management, LLC | 0.05% | — | 499 | $106K |
| Elyxium Wealth, LLC | 0.03% | New | 492 | $104K |
| Hills Bank & Trust Co | 0.01% | New | 490 | $104K |
| Eastern Bank | 0.00% | Add +120.7% | 448 | $95K |
| Gen-Wealth Partners Inc | 0.03% | Add +0.5% | 439 | $93K |
| Old Second National Bank of Aurora | 0.02% | No change | 428 | $91K |
| TCTC Holdings, LLC | 0.00% | No change | 423 | $90K |
| Horizon Bancorp Inc. | 0.04% | Reduce -15.6% | 417 | $88K |
| Systematic Financial Management LP | 0.00% | Add +39.5% | 410 | $87K |
| Investors Research Corp | 0.02% | No change | 407 | $86K |
| Valley National Advisers Inc. | 0.01% | Add +358.4% | 408 | $86K |
| Birchwood Financial Partners, Inc. | 0.09% | — | 404 | $86K |
| Mechanics Financial Corp | 0.03% | No change | 400 | $85K |
| Manchester Capital Management LLC | 0.01% | No change | 400 | $85K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | No change | 400 | $85K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -85.8% | 393 | $83K |
| MidFirst Bank | 0.01% | — | 391 | $83K |
| DHJJ Financial Advisors, Ltd. | 0.03% | Add +1.1% | 383 | $81K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 382 | $81K |
| American Capital Advisory, LLC | 0.03% | No change | 375 | $79K |
| Horizon Financial Services, LLC | 0.03% | Add +18.5% | 359 | $76K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 345 | $73K |
| JDM Financial Group LLC | 0.03% | No change | 341 | $72K |
| Hurley Capital, LLC | 0.04% | Add +0.9% | 330 | $70K |
| Breakwater Investment Management | 0.02% | No change | 323 | $68K |
| Peachtree Investment Partners, LLC | 0.02% | Add +0.9% | 320 | $68K |
| Quest 10 Wealth Builders, Inc. | 0.06% | Reduce -0.3% | 318 | $67K |
| IFC & Insurance Marketing, Inc. | 0.07% | — | 310 | $66K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 306 | $65K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -76.5% | 303 | $64K |
| SJS Investment Consulting Inc. | 0.01% | No change | 298 | $63K |
| Tucker Asset Management LLC | 0.02% | Add +437.0% | 290 | $61K |
| Alerus Financial NA | 0.00% | No change | 274 | $58K |
| Anfield Capital Management, LLC | 0.02% | Add +298.4% | 251 | $53K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Add +16.8% | 250 | $53K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 248 | $53K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 245 | $52K |
| IAG Wealth Partners, LLC | 0.01% | No change | 245 | $52K |
| Kilter Group LLC | 0.02% | No change | 241 | $51K |
| Vermillion Wealth Management, Inc. | 0.02% | Add +3.5% | 238 | $50K |
| Planning Project LLC | 0.01% | — | 237 | $50K |
| Adirondack Trust Co. | 0.02% | Reduce -25.3% | 236 | $50K |
| Horrell Capital Management, Inc. | 0.02% | No change | 232 | $49K |
| Tidemark, LLC | 0.01% | No change | 230 | $49K |
| Rossby Financial, LCC | 0.02% | Reduce -31.9% | 228 | $48K |
| 2UniFi Bank | 0.02% | No change | 225 | $48K |
| Wellington Grp LLC | 0.02% | — | 222 | $47K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 215 | $46K |
| 1015 Capital Partners, LLC | 0.04% | — | 214 | $45K |
| KERR FINANCIAL PLANNING Corp | 0.06% | No change | 211 | $43K |
| JNBA Financial Advisors | 0.00% | No change | 204 | $43K |
| Hantz Financial Services, Inc. | 0.00% | No change | 204 | $43K |
| Dunhill Financial, LLC | 0.01% | Add +263.6% | 200 | $42K |
| Compass Financial Services Inc | 0.02% | Add +1.0% | 198 | $42K |
| Orion Capital Management LLC | 0.01% | No change | 196 | $42K |
| Millstone Evans Group, LLC | 0.02% | No change | 194 | $41K |
| Pinney & Scofield, Inc. | 0.02% | No change | 192 | $41K |
| Matrix Private Capital Group LLC | 0.02% | No change | 190 | $40K |
| Transce3nd, LLC | 0.31% | Add +11.5% | 174 | $39K |
| Key Capital Management, INC | 0.04% | — | 183 | $39K |
| Heritage Wealth Advisors | 0.00% | No change | 183 | $39K |
| Strive Financial Group ,LLC | 0.02% | — | 180 | $38K |
| Redwood Park Advisors LLC | 0.03% | Add +0.6% | 178 | $38K |
| Front Row Advisors LLC | 0.01% | No change | 177 | $37K |
| Signature Equity Partners, LLC | 0.02% | — | 176 | $37K |
| Seal Cove Capital, LLC | 0.03% | — | 168 | $36K |
| Toth Financial Advisory Corp. | 0.00% | New | 168 | $36K |
| ORG Partners LLC | 0.01% | No change | 164 | $35K |
| Team Financial Group, LLC | 0.01% | No change | 156 | $33K |
| Van Den Berg Management I, Inc. | 0.01% | Reduce -59.6% | 149 | $32K |
| Modus Advisors, LLC | 0.01% | New | 144 | $30K |
| Birchbrook, Inc. | 0.02% | New | 143 | $30K |
| Westfuller Advisors, LLC | 0.01% | Add +0.7% | 139 | $29K |
| Motiv8 Investments LLC | 0.02% | New | 135 | $29K |
| Retirement Wealth Solutions LLC | 0.02% | No change | 127 | $27K |
| Marquette Asset Management, LLC | 0.00% | No change | 124 | $26K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 123 | $26K |
| Signature Resources Capital Management, LLC | 0.01% | Add +14.9% | 123 | $26K |
| Longview Financial Advisors LLC | 0.01% | Add +3.5% | 120 | $25K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 118 | $25K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 115 | $24K |
| Country Trust Bank | 0.00% | No change | 114 | $24K |
| Clearstead Trust, LLC | 0.00% | No change | 112 | $24K |
| Fairman Group, LLC | 0.02% | Add +0.9% | 111 | $24K |
| Sunrise Financial Services, LLC | 0.02% | — | 111 | $24K |
| Red Lighthouse Investment Management, LLC | 0.01% | No change | 110 | $23K |
| EMC Capital Management | 0.01% | No change | 100 | $22K |
| Broadwater Capital Management LLC | 0.02% | No change | 100 | $21K |
| MilWealth Group LLC | 0.01% | No change | 100 | $21K |
| Blume Capital Management, Inc. | 0.00% | Reduce -34.6% | 100 | $21K |
| Westside Investment Management, Inc. | 0.00% | No change | 97 | $21K |
| Tompkins Financial Corp. | 0.00% | No change | 97 | $21K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | Add +182.3% | 96 | $20K |
| Sachetta, LLC | 0.01% | Reduce -78.6% | 93 | $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% | Add +1.1% | 88 | $19K |
| Bellevue Asset Management, LLC | 0.01% | Add +1.2% | 85 | $18K |
| Atomic Invest LLC | 0.01% | — | 83 | $18K |
| Navalign, LLC | 0.00% | New | 84 | $18K |
| Noble Wealth Management PBC | 0.01% | No change | 80 | $17K |
| Zions Bancorporation, National Association | 0.00% | No change | 78 | $17K |
| Morris Financial Concepts, Inc. | 0.01% | Reduce -10.5% | 77 | $16K |
| Union Savings Bank | 0.01% | — | 75 | $16K |
| Barnes Dennig Private Wealth Management LLC | 0.02% | No change | 73 | $15K |
| St Germain D J Co. Inc. | 0.00% | No change | 70 | $15K |
| Armor Investment Advisors, LLC | 0.01% | Add +50.0% | 69 | $15K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 63 | $13K |
| CNB Bank | 0.01% | No change | 63 | $13K |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 63 | $13K |
| Basepoint Wealth LLC | 0.01% | New | 61 | $13K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 61 | $13K |
| Mycio Wealth Partners, LLC | 0.00% | No change | 58 | $12K |
| Laurel Wealth Advisors LLC | 0.00% | New | 55 | $12K |
| United Financial Planning Group LLC | 0.01% | Reduce -44.3% | 54 | $11K |
| Hamilton Point Investment Advisors, LLC | 0.00% | Reduce -56.5% | 54 | $11K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 53 | $11K |
| Gleason Group, Inc. | 0.00% | Add +1.9% | 53 | $11K |
| Garton & Associates Financial Advisors LLC | 0.01% | — | 51 | $11K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 50 | $11K |
| Davis Capital Management | 0.01% | No change | 50 | $11K |
| NFSG Corp | 0.00% | No change | 50 | $11K |
| MCF Advisors LLC | 0.00% | No change | 50 | $11K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 49 | $10K |
| Valued Wealth Advisors LLC | 0.00% | No change | 48 | $10K |
| Navigoe, LLC | 0.01% | No change | 49 | $10K |
| Bernard Wealth Management Corp. | 0.00% | No change | 47 | $10K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | No change | 47 | $10K |
| DecisionPoint Financial, LLC | 0.00% | Add +35.3% | 46 | $10K |
| Aventura Private Wealth, LLC | 0.00% | No change | 45 | $10K |
| Evolution Wealth Management Inc. | 0.01% | No change | 41 | $9K |
| Walsh & Associates, LLC | 0.01% | — | 40 | $8K |
| SHP Wealth Management | 0.00% | — | 40 | $8K |
| Reflection Asset Management | 0.01% | — | 37 | $8K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 37 | $8K |
| First Community Trust NA | 0.01% | No change | 37 | $8K |
| Steph & Co. | 0.00% | No change | 37 | $8K |
| First Financial Corp. | 0.00% | No change | 35 | $7K |
| Sankala Group LLC | 0.01% | — | 30 | $7K |
| Richards, Merrill & Peterson, Inc. | 0.00% | No change | 32 | $7K |
| Webster Bank, N. A. | 0.00% | No change | 30 | $6K |
| Sittner & Nelson, LLC | 0.00% | New | 26 | $6K |
| Hughes Financial Services, LLC | 0.00% | No change | 28 | $6K |
| ROSS\JOHNSON & Associates LLC | 0.11% | No change | 28 | $6K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 26 | $6K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 25 | $5K |
| Essential Investment Partners LLC | 0.01% | — | 25 | $5K |
| Blueline Advisors LLC | 0.00% | — | 25 | $5K |
| Winch Advisory Services, LLC | 0.00% | No change | 20 | $4K |
| Costello Asset Management, INC | 0.00% | No change | 20 | $4K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 19 | $4K |
| Activest Wealth Management | 0.00% | No change | 19 | $4K |
| Security National Bank | 0.00% | No change | 19 | $4K |
| HFM Investment Advisors, LLC | 0.00% | Reduce -5.0% | 19 | $4K |
| FWL Investment Management, LLC | 0.00% | No change | 17 | $4K |
| RHL Group, LLC | 0.00% | — | 16 | $3K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 16 | $3K |
| Turning Point Benefit Group, Inc. | 0.00% | Reduce -94.2% | 15 | $3K |
| North Ridge Wealth Advisors, Inc. | 0.00% | No change | 14 | $3K |
| Coston, McIsaac & Partners | 0.00% | No change | 15 | $3K |
| Hanson & Doremus Investment Management | 0.00% | Reduce -65.8% | 13 | $3K |
| Oakworth Capital, Inc. | 0.00% | No change | 14 | $3K |
| Global Trust Asset Management, LLC | 0.00% | Add +7.7% | 14 | $3K |
| American Wealth Advisors, LLC | 0.00% | Add +7.7% | 14 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 13 | $3K |
| Register Financial Advisors LLC | 0.00% | No change | 12 | $3K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 12 | $3K |
| Princeton Global Asset Management LLC | 0.00% | No change | 12 | $3K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -97.9% | 11 | $2K |
| Fairway Wealth LLC | 0.00% | New | 10 | $2K |
| Bullock Wealth Management Group | 0.00% | — | 9 | $2K |
| Quaker Wealth Management, LLC | 0.00% | New | 9 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 9 | $2K |
| Nemes Rush Group LLC | 0.00% | No change | 9 | $2K |
| Colonial Trust Advisors | 0.00% | New | 7 | $2K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 7 | $1K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 7 | $1K |
| Gables Capital Management Inc. | 0.00% | No change | 5 | $1K |
| Global Wealth Strategies & Associates | 0.00% | No change | 5 | $1K |
| Spurstone Advisory Services, LLC | 0.01% | No change | 3 | $635 |
| Stone House Investment Management, LLC | 0.00% | New | 2 | $426 |
| Concord Wealth Partners | 0.00% | No change | 1 | $220 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 1 | $212 |
"% 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.