Vngrd Mrngst SL-CP Val ETF-UVBRETF
13F holders, Q1 2026 (March 31)1,715holders +54
114new positions
53sold out
4famous investors
$216.36avg. 13F price*
At the end of Q1 2026, 1,715 institutions reported holding Vngrd Mrngst SL-CP Val ETF-U (VBR) in their 13F filings, up 54 from Q4 2025. 114 opened new positions and 53 sold out. The largest holders were Bank of America Corp. ($2.9B), Assetmark, Inc. ($886.2M) and Morgan Stanley ($829.2M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vngrd Mrngst SL-CP Val ETF-U
- Filed as
- VANGUARD INDEX FDS (Q1 2026)
- CUSIP
- 922908611
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 114 | $207.8M |
| Exits | 53 | $37.4M |
All 13F filers, Q4 2025 → Q1 2026: 3,778,283 shares bought and 6,160,445 shares sold, net −2,382,162 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,715 holders
| Bank of America Corp. | 0.21% | Reduce -16.2% | 13,400,994 | $2.9B |
| Assetmark, Inc. | 1.81% | Reduce -6.9% | 4,079,001 | $886.2M |
| Morgan Stanley | 0.05% | Add +1.2% | 3,816,657 | $829.2M |
| Betterment LLC | 1.20% | Reduce -3.4% | 2,917,128 | $633.7M |
| Aspiriant, LLC | 10.76% | Add +7.3% | 1,739,529 | $377.9M |
| Wells Fargo & Company | 0.07% | Reduce -1.2% | 1,690,012 | $367.2M |
| Envestnet Asset Management Inc. | 0.09% | Add +19.7% | 1,613,157 | $350.5M |
| Sei Investments Co. | 0.30% | Reduce -0.4% | 1,486,561 | $323.0M |
| LPL Financial LLC | 0.09% | Add +3.0% | 1,481,210 | $321.8M |
| UBS Group AG | 0.06% | Add +6.1% | 1,476,405 | $320.7M |
| Captrust Financial Advisors | 0.49% | Add +4.4% | 1,289,920 | $280.2M |
| Cetera Investment Advisers | 0.27% | Add +2.8% | 1,164,853 | $253.1M |
| Raymond James Financial Inc. | 0.07% | Reduce -3.0% | 1,023,425 | $222.3M |
| Jones Financial Companies LLLP | 0.10% | Add +16.4% | 984,444 | $209.9M |
| PNC Financial Services Group, Inc. | 0.11% | Add +2.6% | 846,309 | $183.9M |
| Focus Partners Wealth | 0.20% | Reduce -2.4% | 829,355 | $180.2M |
| Choreo, LLC | 2.19% | Add +2.8% | 822,036 | $178.6M |
| Allworth Financial LP | 0.72% | Reduce -0.6% | 817,672 | $177.6M |
| Osaic Holdings, Inc. | 0.26% | Add +32.9% | 809,258 | $176.0M |
| HighTower Advisors, LLC | 0.18% | Reduce -5.0% | 770,962 | $167.5M |
| JPMorgan Chase & Co. | 0.01% | Add +0.6% | 752,625 | $159.8M |
| Ameriprise Financial Inc. | 0.03% | Reduce -5.3% | 675,388 | $146.8M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.55% | — | 652,542 | $141.8M |
| Mather Group, Llc. | 1.36% | Reduce -0.9% | 629,499 | $136.8M |
| Commonwealth Equity Services, LLC | 0.17% | Reduce -3.9% | 563,135 | $122.3M |
| Rwa Wealth Partners, LLC | 1.24% | Add +5.3% | 522,808 | $113.6M |
| Park Avenue Securities LLC | 0.88% | New | 517,535 | $112.4M |
| Moneta Group Investment Advisors LLC | 0.81% | Add +5.7% | 495,314 | $107.6M |
| Mill Creek Capital Advisors, LLC | 2.18% | Add +1.1% | 488,482 | $106.1M |
| Royal Bank of Canada | 0.02% | Reduce -0.8% | 482,517 | $104.8M |
| Mariner, LLC | 0.12% | Add +0.5% | 473,557 | $102.8M |
| Rockefeller Capital Management L.P. | 0.18% | Reduce -2.2% | 464,272 | $100.9M |
| Stephens Group Asset Management, LLC | 6.41% | Add +21.4% | 462,819 | $100.5M |
| Efficient Advisors, LLC | 6.14% | Reduce -29.9% | 397,932 | $86.5M |
| JMG Financial Group, Ltd. | 2.35% | Add +1.1% | 392,210 | $85.2M |
| Retirement Investment Advisors, Inc. | 6.72% | Add +0.1% | 393,959 | $83.4M |
| Retirement Systems of Alabama | 0.28% | No change | 382,480 | $83.1M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +3.5% | 379,793 | $82.5M |
| Bank of Montreal | 0.03% | Add +7.0% | 374,081 | $81.3M |
| Stifel Financial Corp. | 0.07% | Add +3.8% | 371,224 | $80.7M |
| Modera Wealth Management, LLC | 0.88% | Reduce -2.3% | 339,227 | $73.7M |
| Corient Private Wealth LP | 0.11% | Reduce -3.3% | 339,841 | $73.5M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Reduce -28.7% | 324,522 | $70.9M |
| Mokosak Advisory Group, LLC | 17.65% | Add +0.3% | 324,494 | $70.5M |
| Rodgers & Associates, LTD | 7.02% | Reduce -0.5% | 317,351 | $68.9M |
| Cresset Asset Management, LLC | 0.30% | Add +2.9% | 317,127 | $68.9M |
| Creative Planning | 0.05% | Add +1.0% | 315,100 | $68.5M |
| 1832 Asset Management L.P. | 0.09% | Reduce -1.4% | 297,406 | $64.6M |
| Bragg Financial Advisors, Inc | 2.04% | Add +0.4% | 296,360 | $64.4M |
| Financial Advisory Corp | 8.59% | Reduce -0.0% | 284,691 | $61.8M |
| Mason Investment Advisory Services, Inc. | 2.84% | Reduce -0.8% | 283,035 | $61.5M |
| Savant Capital, LLC | 0.29% | Reduce -1.3% | 278,034 | $60.4M |
| Stephens Inc. | 0.74% | Add +2.2% | 273,733 | $59.5M |
| United Capital Financial Advisors, LLC | 0.36% | Reduce -12.0% | 271,341 | $58.9M |
| Cerity Partners LLC | 0.08% | Add +0.5% | 267,392 | $58.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -16.7% | 263,924 | $57.3M |
| Exencial Wealth Advisors, LLC | 1.72% | Reduce -3.0% | 255,432 | $55.5M |
| Bailard, Inc. | 1.27% | Add +1.8% | 253,684 | $55.1M |
| Wit, LLC | 1.03% | No change | 250,167 | $54.3M |
| Truist Financial Corp. | 0.07% | Add +9.2% | 248,140 | $53.9M |
| Thompson Siegel & Walmsley LLC | 0.91% | Reduce -0.8% | 237,827 | $51.7M |
| Discipline Wealth Solutions, LLC | 5.44% | Add +172.0% | 237,724 | $51.6M |
| Zhang Financial LLC | 1.70% | Reduce -0.1% | 226,556 | $49.2M |
| Fifth Third Bancorp | 0.09% | Add +164.6% | 223,342 | $48.5M |
| Summit Financial, LLC | 0.60% | Add +9.9% | 215,831 | $46.9M |
| Abacus Planning Group, Inc. | 6.22% | Reduce -1.4% | 212,551 | $46.2M |
| Wealthspire Advisors, LLC | 0.35% | Add +3.7% | 205,310 | $44.6M |
| Opal Wealth Advisors, LLC | 9.73% | Add +2.8% | 198,088 | $43.0M |
| Kestra Advisory Services, LLC | 0.16% | Add +9.0% | 193,564 | $42.1M |
| Foster Group, Inc. | 1.21% | Add +0.2% | 186,794 | $40.6M |
| Comprehensive Financial Management LLC | 1.33% | No change | 184,376 | $40.1M |
| Cwm, LLC | 0.11% | Add +6.0% | 184,349 | $40.0M |
| Mercer Global Advisors Inc. | 0.06% | Add +11.2% | 180,680 | $39.3M |
| Beacon Pointe Advisors, LLC | 0.21% | Add +13.6% | 179,371 | $39.0M |
| US Bancorp \de | 0.05% | Add +13.3% | 176,107 | $38.3M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +6.1% | 175,837 | $38.2M |
| Strategies Wealth Advisors, LLC | 3.82% | Reduce -2.9% | 174,938 | $38.0M |
| MML Investors Services, LLC | 0.10% | Reduce -14.0% | 173,964 | $37.8M |
| Sanctuary Advisors, LLC | 0.20% | Add +0.6% | 169,301 | $36.8M |
| Natixis Advisors, LLC | 0.05% | Add +0.2% | 160,387 | $34.8M |
| FMR LLC | 0.00% | Add +11.1% | 159,980 | $34.8M |
| Waller Financial Planning Group, Inc. | 7.54% | Add +6.8% | 157,323 | $34.2M |
| Waldron Private Wealth LLC | 1.33% | Reduce -3.1% | 157,252 | $34.2M |
| Pathstone Holdings, LLC | 0.14% | Add +6.6% | 157,156 | $34.1M |
| NewEdge Advisors, LLC | 0.12% | Add +4.3% | 153,935 | $33.4M |
| Asset Management Group, Inc. | 5.36% | Add +1.8% | 152,663 | $33.2M |
| Baird Financial Group, Inc. | 0.05% | Add +5.5% | 151,976 | $33.0M |
| Aaron Wealth Advisors LLC | 1.90% | Add +9.2% | 150,977 | $32.8M |
| Marotta Asset Management | 5.94% | Add +2.7% | 147,767 | $32.2M |
| Equitable Holdings, Inc. | 0.21% | Reduce -21.4% | 151,784 | $32.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -42.1% | 142,620 | $31.0M |
| Verus Financial Partners, Inc. | 2.76% | Reduce -2.3% | 134,671 | $30.7M |
| Merit Financial Group, LLC | 0.23% | Reduce -1.7% | 141,395 | $30.7M |
| Grove Street Fiduciary, LLC | 13.18% | Reduce -2.7% | 137,682 | $29.9M |
| Northwest Quadrant Wealth Management, LLC | 6.16% | Add +0.6% | 136,500 | $29.7M |
| McAdam, LLC | 1.31% | Reduce -0.2% | 133,535 | $29.0M |
| Focus Partners Advisor Solutions, LLC | 0.29% | Reduce -1.3% | 131,877 | $28.7M |
| Wealth Architects, LLC | 2.55% | Reduce -0.9% | 131,722 | $28.6M |
| 25 LLC | 8.80% | Reduce -1.0% | 131,383 | $28.5M |
| Plante Moran Financial Advisors, LLC | 1.84% | Reduce -4.4% | 130,776 | $28.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.49% | Reduce -1.9% | 128,493 | $27.9M |
| BHK Investment Advisors, LLC | 9.10% | Reduce -4.7% | 125,316 | $27.2M |
| Brickley Wealth Management | 4.65% | Add +0.2% | 124,827 | $27.1M |
| Grey Fox Wealth Advisors, LLC | 5.19% | Add +0.8% | 123,784 | $26.9M |
| World Investment Advisors | 0.43% | Reduce -1.6% | 123,221 | $26.8M |
| Shakespeare Wealth Management, LLC | 5.90% | Add +1.2% | 114,711 | $24.9M |
| Silver Coast Investments LLC | 7.49% | Add +3.1% | 107,975 | $23.5M |
| Whitaker-Myers Wealth Managers, LTD. | 4.67% | Add +4.3% | 107,872 | $23.4M |
| &partners | 0.11% | Add +14.5% | 105,529 | $22.9M |
| Strategic Investment Advisors / MI | 1.58% | Add +19.5% | 105,370 | $22.9M |
| Johnson Investment Counsel Inc. | 0.18% | Add +7.9% | 103,337 | $22.4M |
| Partners in Financial Planning | 3.67% | Add +0.3% | 101,889 | $22.1M |
| Private Advisor Group, LLC | 0.10% | Reduce -30.3% | 101,730 | $22.1M |
| Pasadena Private Wealth, LLC | 3.07% | Reduce -14.5% | 101,570 | $22.1M |
| Inspirion Wealth Advisors, LLC | 2.71% | Reduce -19.8% | 100,092 | $21.7M |
| PDS Planning, Inc | 1.42% | Add +0.2% | 99,068 | $21.5M |
| Performa Ltd (US), LLC | 4.84% | Add +12.5% | 98,553 | $21.4M |
| Atria Investments, Inc | 0.24% | Reduce -12.7% | 97,589 | $21.2M |
| OpenArc Corporate Advisory, LLC | 0.30% | Add +156.0% | 97,571 | $21.2M |
| Avion Wealth | 4.26% | Reduce -0.7% | 94,971 | $20.6M |
| TrueWealth Financial Partners | 8.20% | New | 94,707 | $20.6M |
| Avior Wealth Management, LLC | 0.58% | Add +0.4% | 93,968 | $20.4M |
| Checchi Capital Advisers, LLC | 1.36% | Add +47.6% | 91,277 | $19.8M |
| E&R Wealth Management, LLC | 19.57% | Add +3.7% | 90,451 | $19.7M |
| Arax Advisory Partners | 0.54% | Add +132.6% | 87,989 | $19.1M |
| AQR Capital Management | 0.01% | Add +36.7% | 86,785 | $18.9M |
| Glenmede Trust Co. NA | 0.09% | Add +3.9% | 86,099 | $18.7M |
| Brooklyn FI, LLC | 3.90% | Add +7.2% | 85,516 | $18.6M |
| Marmo Financial Group, LLC | 9.18% | Add +0.2% | 85,317 | $18.5M |
| Willis Investment Counsel | 0.99% | Add +6.4% | 83,829 | $18.2M |
| Benjamin Edwards Inc. | 0.18% | Add +10.9% | 83,405 | $18.1M |
| Capital Wealth Management, LLC | 4.84% | Add +6.8% | 82,391 | $17.9M |
| D.A. Davidson & Co. | 0.10% | Add +5.3% | 79,475 | $17.3M |
| Robinswood Financial LLC | 5.43% | Add +2.0% | 79,391 | $17.2M |
| Studio Investment Management LLC | 3.10% | Reduce -1.6% | 79,186 | $17.2M |
| Presilium Private Wealth, LLC | 3.03% | Add +3.0% | 79,186 | $17.2M |
| MAI Capital Management | 0.10% | Add +1.4% | 78,603 | $17.1M |
| Hillman Co. | 6.62% | No change | 78,406 | $17.0M |
| Gallagher Fiduciary Advisors, LLC | 0.64% | Reduce -10.2% | 76,301 | $16.6M |
| Meridian Wealth Management, LLC | 0.59% | Add +3.0% | 75,953 | $16.5M |
| LMG Wealth Partners, LLC | 2.99% | Add +0.3% | 75,599 | $16.4M |
| Family CFO Inc | 7.22% | Reduce -3.0% | 74,220 | $16.1M |
| Black Diamond Financial, LLC | 1.75% | Add +2.4% | 74,035 | $16.1M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -1.8% | 73,662 | $16.0M |
| Sequoia Financial Advisors, LLC | 0.09% | Reduce -3.5% | 72,040 | $15.7M |
| Arvest Investments, Inc. | 2.11% | Reduce -0.3% | 71,122 | $15.5M |
| Steele Capital Management, Inc. | 0.64% | Add +35.3% | 70,714 | $15.4M |
| Vestmark Advisory Solutions, Inc. | 0.17% | Add +7.0% | 70,237 | $15.3M |
| Tradition Wealth Management, LLC | 1.08% | Add +2.6% | 69,591 | $15.1M |
| Cullen/Frost Bankers, Inc. | 0.17% | Reduce -5.5% | 69,324 | $15.1M |
| Traveka Wealth, LLC | 5.72% | Reduce -4.5% | 68,962 | $15.0M |
| Apella Capital, LLC | 0.22% | Add +5.5% | 64,028 | $14.9M |
| Peapack Gladstone Financial Corp. | 0.19% | Reduce -1.5% | 68,237 | $14.8M |
| UMB Bank, n.a. | 0.21% | Reduce -3.8% | 68,053 | $14.8M |
| Texas Yale Capital Corp. | 0.42% | Reduce -0.3% | 67,450 | $14.7M |
| Victory Financial Group, LLC | 1.75% | Add +4.8% | 65,567 | $14.2M |
| Ancora Advisors LLC | 0.30% | Add +3.0% | 65,433 | $14.2M |
| Baltimore-Washington Financial Advisors, Inc. | 0.62% | Add +5.5% | 65,393 | $14.2M |
| Bartlett & Co. Wealth Management LLC | 0.18% | Reduce -6.3% | 61,499 | $14.1M |
| BancFirst Trust & Investment Management | 6.20% | Reduce -0.1% | 65,814 | $14.0M |
| Jacobsen Capital Management | 4.71% | Reduce -3.1% | 64,135 | $13.9M |
| HB Wealth Management, LLC | 0.09% | Reduce -1.1% | 63,575 | $13.8M |
| Payne Capital Management, LLC | 4.18% | Add +1.4% | 63,472 | $13.8M |
| Advisory Services Network, LLC | 0.18% | Reduce -13.0% | 62,436 | $13.6M |
| CIBC Bancorp USA Inc. | 0.02% | — | 62,486 | $13.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.3% | 62,093 | $13.5M |
| Jmac Enterprises LLC | 2.53% | Add +1.1% | 60,738 | $13.2M |
| Compound Planning, Inc. | 0.41% | Add +6.2% | 60,558 | $13.2M |
| Weinberger Asset Management, Inc | 4.91% | Add +0.2% | 60,270 | $13.1M |
| Flywheel Private Wealth LLC | 7.45% | Add +1.1% | 60,241 | $13.1M |
| Coastline Trust Co | 1.28% | Reduce -38.8% | 59,379 | $12.9M |
| Praetorian Wealth Management, Inc. | 2.45% | Add +0.2% | 57,215 | $12.9M |
| Blair William & Co. | 0.04% | Add +1.2% | 59,206 | $12.9M |
| Fiducient Advisors LLC | 1.68% | Reduce -44.4% | 59,125 | $12.8M |
| Financial Synergies Wealth Advisors, Inc. | 1.23% | Reduce -1.7% | 59,084 | $12.8M |
| Pure Financial Advisors, LLC | 0.19% | No change | 58,915 | $12.8M |
| Eagle Strategies LLC | 1.51% | Reduce -0.8% | 58,169 | $12.6M |
| Harbour Investments, Inc. | 0.19% | Add +209.0% | 57,450 | $12.5M |
| Garde Capital, Inc. | 0.74% | Reduce -0.5% | 57,225 | $12.4M |
| Phillips Financial Management, LLC | 0.89% | Reduce -16.5% | 56,595 | $12.3M |
| Farmers & Merchants Trust Co of Chambersburg PA | 3.35% | Add +21.8% | 56,580 | $12.3M |
| Everhart Financial Group, Inc. | 1.04% | Add +47.6% | 56,396 | $12.3M |
| Cherry Tree Wealth Management, LLC | 2.58% | Reduce -4.2% | 56,142 | $12.2M |
| Veery Capital, LLC | 3.74% | Add +2.8% | 56,113 | $12.2M |
| Center for Financial Planning, Inc. | 1.26% | Reduce -2.7% | 55,764 | $12.1M |
| Janney Montgomery Scott LLC | 0.03% | Add +6.3% | 54,998 | $11.9M |
| Capital Advantage, Inc. | 1.55% | Add +0.7% | 54,431 | $11.8M |
| Shepherd Financial Partners LLC | 1.12% | Reduce -3.3% | 54,253 | $11.8M |
| Forbes Financial Planning, Inc. | 6.79% | Add +3.5% | 54,079 | $11.7M |
| Wharton Business Group, LLC | 0.44% | Reduce -1.2% | 53,419 | $11.6M |
| Sepio Capital, LP | 0.62% | Reduce -1.8% | 52,848 | $11.5M |
| Fee-Only Financial Planning, L.C. | 6.89% | Reduce -0.3% | 52,537 | $11.4M |
| Firestone Capital Management | 2.36% | Add +2.0% | 52,086 | $11.3M |
| Kohmann Bosshard Financial Services, LLC | 1.09% | Add +10.3% | 51,755 | $11.2M |
| Lansing Street Advisors | 2.82% | Reduce -0.3% | 51,451 | $11.2M |
| Gladwyn Financial Advisors, Inc. | 7.71% | Add +0.7% | 51,030 | $11.1M |
| Concurrent Investment Advisors, LLC | 0.12% | Reduce -0.4% | 50,804 | $11.0M |
| One Degree Advisors Inc | 2.87% | Add +0.8% | 50,372 | $10.9M |
| Peak Retirement Planning, Inc. | 2.18% | Add +44.5% | 50,212 | $10.9M |
| Quantinno Capital Management LP | 0.02% | Add +10.8% | 49,253 | $10.7M |
| Joel Isaacson & Co., LLC | 0.35% | Reduce -3.0% | 49,232 | $10.7M |
| Balance Wealth Partners LLC | 3.31% | Add +2.8% | 49,060 | $10.7M |
| Clear Wave Wealth Management LLC | 2.70% | — | 48,906 | $10.6M |
| M&T Bank Corp | 0.03% | Reduce -1.7% | 48,694 | $10.6M |
| Mayport, LLC | 1.95% | Add +7.0% | 48,175 | $10.5M |
| Cardiff Park Advisors, LLC | 0.84% | Add +5.0% | 48,075 | $10.4M |
| Fifth Third Securities, Inc. | 0.67% | Add +4.5% | 47,794 | $10.4M |
| Family Wealth Partners, LLC | 3.52% | Reduce -1.9% | 47,484 | $10.3M |
| DAVENPORT & Co LLC | 0.06% | Add +3.2% | 47,325 | $10.3M |
| AE Wealth Management LLC | 0.06% | Add +2.4% | 47,035 | $10.2M |
| Inlight Wealth Management, LLC | 3.78% | Add +37.4% | 46,971 | $10.2M |
| Spectrum Investment Advisors, Inc. | 5.05% | Add +4.0% | 46,818 | $10.2M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -0.0% | 46,793 | $10.2M |
| Sage Financial Group Inc. | 0.66% | Add +0.2% | 46,757 | $10.2M |
| LMCG Investments, LLC | 0.60% | Reduce -2.2% | 46,494 | $10.1M |
| San Luis Wealth Advisors LLC | 1.67% | Add +4.2% | 46,421 | $10.1M |
| Oath Planning, LLC | 8.94% | Add +22.8% | 46,294 | $10.1M |
| Pinnacle Financial Partners, Inc. | 0.08% | Reduce -13.7% | 46,147 | $10.0M |
| Old National Bancorp | 0.17% | Add +17.4% | 45,874 | $10.0M |
| Kestra Private Wealth Services, LLC | 0.12% | Reduce -5.2% | 45,832 | $10.0M |
| Advisory Alpha, LLC | 0.27% | Add +39.9% | 45,785 | $9.9M |
| Parallel Advisors, LLC | 0.18% | Reduce -0.5% | 45,722 | $9.9M |
| Tiaa Trust, National Association | 0.60% | Reduce -93.9% | 45,151 | $9.8M |
| Hegarty Advisors, LLC | 7.71% | Add +0.5% | 45,040 | $9.8M |
| Shufro Rose & Co. LLC | 0.67% | Reduce -72.0% | 44,966 | $9.8M |
| Wrenne Financial Planning LLC | 3.82% | Add +2.0% | 44,821 | $9.7M |
| Clayton Financial Group LLC | 4.95% | Add +3.8% | 44,336 | $9.6M |
| EP Wealth Advisors, LLC | 0.05% | Reduce -5.1% | 43,692 | $9.5M |
| JBGlobal.com LLC | 9.17% | New | 42,873 | $9.3M |
| Noble Family Wealth, LLC | 1.92% | Add +6.9% | 42,722 | $9.3M |
| Arkadios Wealth Advisors | 0.15% | Add +3.6% | 42,467 | $9.2M |
| RFG Advisory, LLC | 0.17% | Add +32.8% | 42,375 | $9.2M |
| Farther Finance Advisors, LLC | 0.09% | Add +13.7% | 41,997 | $9.2M |
| Alliancebernstein L.P. | 0.00% | Add +0.4% | 43,122 | $9.1M |
| Prosperity Planning, Inc. | 3.28% | Reduce -0.9% | 41,966 | $9.1M |
| Brown Advisory Inc. | 0.01% | Add +0.6% | 41,811 | $9.1M |
| First Trust Advisors LP | 0.01% | Add +1899.6% | 40,612 | $8.8M |
| Atlas Capital Advisors Inc. | 1.00% | Reduce -2.4% | 40,283 | $8.8M |
| Fortis Capital Management LLC | 1.15% | Add +0.4% | 39,528 | $8.6M |
| Elevation Point Wealth Partners, LLC | 0.20% | Add +10.3% | 39,393 | $8.6M |
| Silvia McColl Wealth Management, LLC | 5.63% | Reduce -3.4% | 39,360 | $8.6M |
| Ifrah Financial Services, Inc. | 2.25% | Reduce -2.5% | 39,163 | $8.5M |
| Redwood Investment Management, LLC | 1.05% | Add +19.0% | 38,917 | $8.5M |
| Cornerstone Wealth Advisors, Inc. | 1.94% | Reduce -3.9% | 38,775 | $8.4M |
| Courier Capital LLC | 0.47% | Add +0.5% | 38,381 | $8.3M |
| Plum Street Advisors, LLC | 2.88% | Reduce -2.5% | 38,278 | $8.3M |
| Nicholas Hoffman & Company, LLC. | 0.19% | Add +0.9% | 38,116 | $8.3M |
| Thrive Capital Management, LLC | 1.81% | Add +24.7% | 37,985 | $8.3M |
| Symmetry Partners, LLC | 0.47% | Reduce -7.8% | 37,861 | $8.2M |
| Diversified Management Inc. | 1.40% | Add +0.3% | 37,568 | $8.2M |
| Elgethun Capital Management | 1.35% | Add +2.3% | 37,432 | $8.1M |
| Fairway Financial, LLC | 6.15% | Add +0.5% | 37,253 | $8.1M |
| Meramec Financial Planners, LLC | 3.21% | Reduce -4.6% | 34,669 | $8.1M |
| RTD Financial Advisors, Inc. | 0.99% | Reduce -2.3% | 37,189 | $8.1M |
| Towerpoint Wealth, LLC | 3.26% | Reduce -1.3% | 37,138 | $8.1M |
| Quent Capital, LLC | 0.57% | Reduce -1.2% | 37,136 | $8.1M |
| White Lighthouse Investment Management Inc. | 1.11% | Add +2.8% | 36,970 | $8.0M |
| Relyea Zuckerberg Hanson LLC | 0.81% | Add +0.5% | 36,948 | $8.0M |
| Aurelius Family Office LLC | 3.46% | Add +1.4% | 36,670 | $8.0M |
| Whittier Trust Co. | 0.09% | Add +0.0% | 36,158 | $7.9M |
| Arbor Wealth Advisors LLC | 5.52% | Add +1.4% | 36,222 | $7.9M |
| Collective Family Office LLC | 1.77% | Reduce -1.6% | 36,165 | $7.9M |
| Spinnaker Trust | 0.43% | Reduce -0.1% | 36,123 | $7.8M |
| General Partner, Inc. | 4.75% | Add +22.0% | 35,936 | $7.8M |
| Cornerstone Wealth Management, LLC | 0.39% | Add +1.3% | 35,646 | $7.7M |
| Mosaic Family Wealth Partners, LLC | 0.79% | Add +0.7% | 35,434 | $7.7M |
| Granby Capital Management, LLC | 4.36% | No change | 35,000 | $7.6M |
| Nabity-Jensen Investment Management Inc | 5.27% | Add +0.4% | 34,977 | $7.6M |
| Tacita Capital Inc | 4.43% | Reduce -2.5% | 34,436 | $7.5M |
| Atmos Advisory, LLC | 4.22% | Reduce -0.1% | 34,197 | $7.4M |
| Serenity Investment Advisors | 3.47% | Add +5.5% | 31,831 | $7.4M |
| Cannon Financial Strategists, Inc. | 0.97% | Add +0.5% | 33,938 | $7.4M |
| Ackerman Capital Advisors, LLC | 1.51% | Reduce -3.1% | 33,912 | $7.4M |
| Associated Banc-Corp | 0.19% | Add +9.6% | 33,889 | $7.4M |
| Ameritas Advisory Services, LLC | 0.29% | Reduce -6.6% | 33,868 | $7.4M |
| Smartleaf Asset Management LLC | 0.26% | Add +14.7% | 34,539 | $7.3M |
| Van Cleef Asset Management,Inc | 0.79% | Add +7.5% | 33,588 | $7.3M |
| Bradley Foster & Sargent Inc. | 0.11% | Reduce -9.7% | 33,531 | $7.3M |
| Chicago Partners Investment Group LLC | 0.16% | Add +1.9% | 31,427 | $7.3M |
| Sterling Wealth Management, Inc. | 1.99% | Reduce -0.0% | 33,434 | $7.3M |
| GeoWealth Management, LLC | 0.26% | Add +0.3% | 33,256 | $7.2M |
| SOA Wealth Advisors, LLC. | 1.36% | Add +0.0% | 355,538 | $7.2M |
| Wealthfront Advisers LLC | 0.02% | Add +7.2% | 33,203 | $7.2M |
| Ashton Thomas Private Wealth, LLC | 0.17% | Reduce -2.4% | 33,033 | $7.2M |
| Pinnacle Financial Group, LLC / IL | 1.95% | Add +0.8% | 32,819 | $7.1M |
| Clear Retirement Advice LLC | 5.58% | Add +0.8% | 32,711 | $7.1M |
| SWAN Capital LLC | 2.58% | Reduce -14.9% | 32,338 | $7.0M |
| Whitegate Investment Counselors, Inc. | 2.23% | Reduce -1.3% | 32,312 | $7.0M |
| Compass Ion Advisors, LLC | 0.67% | Reduce -0.6% | 32,256 | $7.0M |
| E-Wealth Partners, LLC | 5.65% | Add +7.5% | 32,102 | $7.0M |
| Brookstone Capital Management | 0.08% | Add +13.0% | 31,769 | $6.9M |
| SkyOak Wealth, LLC | 1.25% | Add +0.9% | 31,480 | $6.8M |
| Leeward Financial Partners, LLC | 2.02% | Reduce -19.5% | 31,191 | $6.8M |
| First American Trust, FSB | 0.46% | Reduce -23.1% | 31,146 | $6.8M |
| NBT Bank, N.A. | 0.44% | Add +3639.7% | 31,077 | $6.8M |
| American Investment Services, Inc. | 1.49% | Add +0.5% | 30,794 | $6.7M |
| Total Clarity Wealth Management, Inc. | 1.57% | Reduce -23.9% | 30,778 | $6.7M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 6.00% | Add +13.4% | 30,721 | $6.7M |
| Cornerstone Management, Inc. | 1.06% | Add +2.8% | 30,698 | $6.7M |
| Facet Wealth, Inc. | 0.12% | Reduce -5.2% | 30,661 | $6.7M |
| Brandywine Oak Private Wealth LLC | 0.56% | Add +3.6% | 30,653 | $6.7M |
| Towne Trust Company, N.A | 2.13% | Add +8.5% | 30,494 | $6.6M |
| Strategic Wealth Advisors LLC | 5.31% | Reduce -0.3% | 30,489 | $6.6M |
| Regions Financial Corp. | 0.04% | Add +4.6% | 30,357 | $6.6M |
| Mainsail Financial Group, LLC | 2.74% | Add +4.6% | 30,253 | $6.6M |
| Agf Management Ltd. | 0.03% | Reduce -0.4% | 30,070 | $6.5M |
| Mainsail Asset Management, LLC | 2.92% | Add +0.9% | 29,982 | $6.5M |
| Boston Partners | 0.01% | Reduce -5.5% | 3,387 | $6.5M |
| Portside Wealth Group, LLC | 0.88% | New | 29,804 | $6.5M |
| First Manhattan Co. Llc. | 0.02% | Reduce -1.0% | 29,794 | $6.5M |
| Signature Estate & Investment Advisors LLC | 0.13% | Add +2.2% | 29,782 | $6.5M |
| Prudential Financial Inc. | 0.01% | Reduce -10.0% | 29,668 | $6.4M |
| CX Institutional | 0.20% | Reduce -40.6% | 29,599 | $6.4M |
| Monograph Wealth Advisors, LLC | 0.60% | Add +4.4% | 29,245 | $6.4M |
| Creekside Partners | 2.61% | Add +2.5% | 29,225 | $6.3M |
| Ausdal Financial Partners, Inc. | 0.28% | Add +0.6% | 29,163 | $6.3M |
| Columbus Macro, LLC | 0.67% | Add +0.6% | 28,979 | $6.3M |
| Quadcap Wealth Management, LLC | 0.71% | Reduce -2.1% | 28,577 | $6.2M |
| HUB Investment Partners, LLC | 0.15% | Add +623.8% | 28,367 | $6.2M |
| Nwam LLC | 0.35% | Add +0.8% | 28,218 | $6.1M |
| Alpha Omega Wealth Management LLC | 0.99% | Add +3.2% | 28,038 | $6.1M |
| MassMutual Private Wealth & Trust, FSB | 0.17% | Reduce -2.1% | 27,959 | $6.1M |
| Ieq Capital, LLC | 0.03% | Reduce -14.2% | 27,831 | $6.0M |
| Kavar Capital Partners Group, LLC | 0.76% | Reduce -2.3% | 27,796 | $6.0M |
| Elite Financial, Inc. | 2.69% | Add +0.9% | 27,639 | $6.0M |
| Ervin Investment Management, LLC | 3.48% | Add +12.3% | 27,378 | $5.9M |
| Fourpath Capital Management, LLC | 0.85% | Reduce -46.8% | 27,367 | $5.9M |
| Cary Street Partners Financial LLC | 0.15% | Add +3.7% | 27,234 | $5.9M |
| Tme Financial, Inc. | 4.09% | Add +0.9% | 27,197 | $5.9M |
| Waverly Advisors, LLC | 0.04% | Add +26.2% | 27,123 | $5.9M |
| Northern Trust Corp. | 0.00% | Reduce -1.7% | 27,060 | $5.9M |
| Vickerman Investment Advisors, Inc. | 1.21% | Add +0.5% | 26,595 | $5.8M |
| Sigma Planning Corp | 0.16% | Add +3.7% | 26,507 | $5.8M |
| BIP Wealth, LLC | 0.23% | Reduce -11.6% | 26,348 | $5.7M |
| Chemistry Wealth Management LLC | 1.01% | Reduce -0.1% | 26,327 | $5.7M |
| Chilton Investment Co. Inc. | 0.13% | Add +193.0% | 26,327 | $5.7M |
| LifePlan Investment Advisors, Inc. | 2.24% | Reduce -2.4% | 26,271 | $5.7M |
| Trustmark Bank Trust Department | 0.37% | Add +234.0% | 26,183 | $5.7M |
| Cornerstone Advisory, LLC | 0.54% | Reduce -2.8% | 26,005 | $5.6M |
| ARS Wealth Advisors Group, LLC | 0.48% | Reduce -8.2% | 25,911 | $5.6M |
| Integrity Alliance, Llc. | 0.21% | Add +3.5% | 25,689 | $5.6M |
| Barry Investment Advisors, LLC | 1.23% | Add +1.0% | 25,586 | $5.6M |
| Highland Capital Management, LLC | 0.29% | Reduce -49.6% | 25,366 | $5.5M |
| PFG Advisors | 0.27% | Reduce -3.5% | 25,356 | $5.5M |
| Sharper & Granite LLC | 1.88% | Add +0.9% | 25,312 | $5.5M |
| EverSource Wealth Advisors, LLC | 0.17% | Add +55.2% | 25,228 | $5.5M |
| E&G Advisors, LLC | 1.22% | Add +4.1% | 25,226 | $5.5M |
| Commerce Bank | 0.03% | Add +0.7% | 25,103 | $5.5M |
| Midwest Trust Co | 0.07% | Reduce -2.8% | 25,066 | $5.4M |
| Prime Capital Investment Advisors, LLC | 0.06% | Reduce -4.0% | 25,044 | $5.4M |
| OneDigital Investment Advisors LLC | 0.05% | Reduce -3.5% | 25,011 | $5.4M |
| Regal Investment Advisors LLC | 0.31% | Add +1.4% | 25,006 | $5.4M |
| Obsido Oy | 3.27% | Add +2.0% | 24,884 | $5.4M |
| Integrated Wealth Concepts LLC | 0.04% | Add +44.4% | 24,817 | $5.4M |
| Apollon Wealth Management, LLC | 0.09% | Add +0.3% | 24,541 | $5.3M |
| Zeit Capital LLC | 3.57% | Add +1.4% | 24,530 | $5.3M |
| Lam Group, Inc. | 2.93% | No change | 24,520 | $5.3M |
| Avidian Wealth Enterprises, LLC | 0.17% | Add +6.0% | 24,469 | $5.3M |
| Tenret Co LLC | 2.54% | Add +4.3% | 24,246 | $5.3M |
| Bay Rivers Group | 2.19% | Reduce -0.4% | 24,243 | $5.3M |
| Seek First Inc. | 3.69% | Add +10.9% | 24,080 | $5.2M |
| Lutz Financial Services LLC | 0.35% | Reduce -1.9% | 24,033 | $5.2M |
| Institute for Wealth Management, LLC. | 0.55% | Add +1.9% | 23,746 | $5.2M |
| Vanguard National Trust Co | 0.32% | — | 23,659 | $5.1M |
| Park National Corp. | 0.16% | New | 23,625 | $5.1M |
| CSM Advisors, LLC | 0.13% | Add +4.7% | 23,600 | $5.1M |
| Culbertson A N & Co. Inc. | 0.66% | Add +5.5% | 23,452 | $5.1M |
| Strategic Advisors LLC | 0.83% | Add +13.9% | 23,006 | $5.0M |
| Employees' Retirement Fund of the City of Fort Worth | 2.16% | No change | 22,900 | $5.0M |
| Perigon Wealth Management, LLC | 0.09% | Reduce -0.1% | 22,782 | $4.9M |
| Truepoint, Inc. | 0.11% | Reduce -0.9% | 22,771 | $4.9M |
| Stokes Family Office, LLC | 0.51% | Add +0.2% | 22,682 | $4.9M |
| Roof Eidam Maycock Peralta, LLC | 1.13% | Add +5.8% | 22,648 | $4.9M |
| Theory Financial LLC | 1.71% | Add +29.4% | 22,428 | $4.9M |
| Valeo Financial Advisors, LLC | 0.12% | Add +0.5% | 29,435 | $4.9M |
| Glass Jacobson Investment Advisors llc | 1.68% | Add +3.5% | 22,363 | $4.9M |
| First Horizon Corp. | 0.20% | Add +0.3% | 22,265 | $4.8M |
| Wedmont Private Capital | 0.15% | Add +17.1% | 21,122 | $4.8M |
| CGN Advisors LLC | 0.38% | Add +0.4% | 21,871 | $4.8M |
| Gateway Wealth Partners, LLC | 0.18% | Add +1323.3% | 21,790 | $4.7M |
| Mission Creek Capital Partners, Inc. | 0.93% | Reduce -0.0% | 21,515 | $4.7M |
| Rf&l Wealth Management, LLC | 3.50% | Reduce -5.8% | 21,491 | $4.7M |
| Cathy Pareto & Associates, Inc. | 3.12% | Add +10.7% | 21,401 | $4.6M |
| CreativeOne Wealth, LLC | 0.11% | Add +8.4% | 21,362 | $4.6M |
| Brighton Jones LLC | 0.10% | New | 21,152 | $4.6M |
| Vise Technologies, Inc. | 0.09% | No change | 21,450 | $4.5M |
| TriaGen Wealth Management LLC | 1.24% | Add +0.5% | 20,845 | $4.5M |
| Bangor Savings Bank | 0.36% | Reduce -9.9% | 20,754 | $4.5M |
| Brindle & Bay Financial Advisors, LLC | 2.75% | Add +36.8% | 20,629 | $4.5M |
| Great Valley Advisor Group, Inc. | 0.08% | Add +152.5% | 20,594 | $4.5M |
| Hilltop National Bank | 1.06% | Add +2.5% | 20,565 | $4.5M |
| Marble Harbor Investment Counsel, LLC | 0.48% | Reduce -1.8% | 20,564 | $4.5M |
| Tortoise Investment Management, LLC | 0.37% | Reduce -2.9% | 20,433 | $4.4M |
| BlueSky Wealth Advisors, LLC | 0.57% | Add +6.3% | 20,362 | $4.4M |
| Apriem Advisors | 0.42% | Add +254.0% | 20,337 | $4.4M |
| Stone Summit Wealth LLC | 1.23% | Reduce -12.9% | 20,306 | $4.4M |
| Summit Wealth & Retirement Planning, Inc. | 1.05% | Add +0.4% | 20,297 | $4.4M |
| Beaumont Asset Management, L.L.C. | 1.97% | Reduce -2.0% | 20,159 | $4.4M |
| Alhambra Investment Management LLC | 2.02% | Reduce -2.3% | 20,139 | $4.4M |
| Scotia Capital Inc. | 0.02% | Reduce -0.4% | 20,088 | $4.4M |
| Talon Private Wealth, LLC | 0.58% | — | 20,088 | $4.4M |
| Quattro Financial Advisors LLC | 1.32% | Reduce -28.9% | 20,007 | $4.3M |
| Stevens Capital Partners | 1.04% | Add +9.3% | 20,002 | $4.3M |
| Cahill Financial Advisors Inc. | 0.47% | Add +0.1% | 19,898 | $4.3M |
| LOM Asset Management Ltd | 1.24% | Add +1.2% | 19,880 | $4.3M |
| Eclectic Associates Inc. | 0.57% | Add +38.0% | 19,868 | $4.3M |
| BlackRock, Inc. | 0.00% | Add +13.8% | 19,800 | $4.3M |
| Tocqueville Asset Management L.P. | 0.06% | Add +2.5% | 19,701 | $4.3M |
| Bluespring Wealth Management, LLC | 0.37% | Reduce -2.3% | 19,670 | $4.3M |
| Krilogy Financial LLC | 0.13% | Reduce -0.2% | 18,333 | $4.2M |
| Falcon Wealth Planning | 0.28% | Reduce -1.7% | 19,149 | $4.2M |
| Ascent Group, LLC | 0.14% | Reduce -5.3% | 19,112 | $4.2M |
| Trust Point Inc. | 0.36% | Reduce -37.1% | 19,080 | $4.1M |
| Financial Advisors Network, Inc. | 0.57% | Add +4.3% | 19,076 | $4.1M |
| Ally Invest Advisors Inc. | 0.27% | Add +0.6% | 18,789 | $4.1M |
| Fiduciary Financial Group, LLC | 0.54% | Add +3.1% | 18,725 | $4.1M |
| Heartwood Wealth Advisors LLC | 0.35% | Add +11.6% | 18,670 | $4.1M |
| Valpey Financial Services, LLC | 2.62% | Reduce -8.0% | 18,557 | $4.0M |
| Martel Wealth Advisors LLC | 0.68% | Reduce -2.5% | 18,480 | $4.0M |
| Aspen Wealth Strategies, LLC | 2.14% | Add +1.0% | 18,296 | $4.0M |
| Clearstead Advisors, LLC | 0.04% | Reduce -8.6% | 18,179 | $3.9M |
| Councilor Wealth, LLC | 1.91% | Add +11.1% | 18,153 | $3.9M |
| Pittenger & Anderson Inc. | 0.16% | No change | 18,055 | $3.9M |
| Wealthcare Advisory Partners LLC | 0.08% | Reduce -5.5% | 18,052 | $3.9M |
| Rockbridge Investment Management, LCC | 0.35% | Reduce -11.7% | 18,000 | $3.9M |
| CENTRAL TRUST Co | 0.08% | Reduce -0.3% | 17,928 | $3.9M |
| Diversify Wealth Management, LLC | 0.07% | Add +8.2% | 17,005 | $3.9M |
| Fluent Financial, LLC | 1.42% | Add +1.9% | 17,127 | $3.9M |
| Diversified Portfolios, Inc. | 0.32% | Reduce -6.6% | 17,787 | $3.9M |
| Lido Advisors, LLC | 0.02% | Reduce -23.5% | 17,784 | $3.9M |
| CWA Asset Management Group, LLC | 0.13% | Add +0.3% | 17,752 | $3.9M |
| Warner Financial, Inc. | 1.32% | Add +4.3% | 17,697 | $3.8M |
| Echo45 Advisors LLC | 2.16% | Add +0.3% | 17,686 | $3.8M |
| New Age Alpha Advisors, LLC | 0.18% | Reduce -30.3% | 17,624 | $3.8M |
| Kintra Wealth, LLC | 0.27% | New | 17,567 | $3.8M |
| Allstreet Capital Advisors LLC | 2.79% | Reduce -2.8% | 17,375 | $3.8M |
| Integrity Wealth Solutions LLC | 1.48% | Add +0.8% | 17,316 | $3.8M |
| CWC Advisors, LLC. | 1.78% | Add +0.3% | 17,262 | $3.8M |
| Fiduciary Family Office, LLC | 1.06% | No change | 17,160 | $3.7M |
| IFP Advisors, Inc | 0.08% | Add +44.1% | 17,148 | $3.7M |
| James Investment Research, Inc. | 0.42% | Reduce -4.8% | 17,099 | $3.7M |
| Independent Financial Group, LLC | 0.08% | Add +9.0% | 17,091 | $3.7M |
| Index Fund Advisors, Inc. | 0.17% | Add +0.7% | 17,090 | $3.7M |
| FAS Wealth Partners, Inc. | 0.23% | Reduce -0.6% | 16,908 | $3.7M |
| Werba Rubin Papier Wealth Management | 0.51% | Add +1.8% | 16,853 | $3.7M |
| 3Chopt Investment Partners, LLC | 0.83% | Add +4.5% | 16,684 | $3.6M |
| Rialto Wealth Management, LLC | 0.81% | Reduce -4.8% | 16,662 | $3.6M |
| Geneos Wealth Management Inc. | 0.08% | Add +2.8% | 16,634 | $3.6M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +11.2% | 16,604 | $3.6M |
| NewEdge Wealth, LLC | 0.04% | Reduce -0.6% | 16,513 | $3.6M |
| JFS Wealth Advisors, LLC | 0.20% | Reduce -0.8% | 16,467 | $3.6M |
| Wolff Financial Management LLC | 0.79% | Reduce -1.2% | 16,422 | $3.6M |
| Guardsman Private Capital Management, Inc. | 2.75% | No change | 16,211 | $3.5M |
| MSH Capital Advisors LLC | 0.75% | Add +13.5% | 16,211 | $3.5M |
| VestGen Advisors, LLC | 0.10% | New | 15,211 | $3.5M |
| Essex Financial Services, Inc. | 0.20% | Reduce -1.5% | 16,073 | $3.5M |
| Cranbrook Wealth Management, LLC | 0.71% | Reduce -4.5% | 16,000 | $3.5M |
| IHT Wealth Management, LLC | 0.08% | Reduce -14.6% | 15,934 | $3.5M |
| Forza Wealth Management, LLC | 1.20% | No change | 15,924 | $3.5M |
| MCF Advisors LLC | 0.15% | Add +31544.0% | 15,822 | $3.4M |
| Stratos Wealth Advisors, LLC | 0.21% | Add +1.1% | 15,797 | $3.4M |
| FDx Advisors, Inc. | 1.09% | Reduce -4.6% | 15,742 | $3.4M |
| WealthShield Partners, LLC | 0.38% | Add +0.3% | 15,614 | $3.4M |
| Greenup Street Wealth Management LLC | 0.47% | Add +8.2% | 15,457 | $3.4M |
| rebel Financial LLC | 1.45% | Reduce -3.3% | 15,439 | $3.4M |
| Greenhouse Wealth Management, LLC | 2.06% | Add +0.3% | 15,309 | $3.3M |
| American Financial & Tax Strategies Inc. | 1.61% | Reduce -2.9% | 15,257 | $3.3M |
| Allen Investment Management, LLC | 0.04% | New | 15,243 | $3.3M |
| Pathway Financial Advisors LLC | 0.41% | No change | 15,133 | $3.3M |
| AdvisorNet Financial, Inc | 0.17% | Reduce -0.5% | 15,158 | $3.3M |
| Koshinski Asset Management, Inc. | 0.21% | Reduce -13.3% | 15,152 | $3.3M |
| Choate Investment Advisors | 0.06% | No change | 15,074 | $3.3M |
| Avantax Planning Partners, Inc. | 0.09% | Reduce -1.0% | 15,006 | $3.3M |
| Sageworth Trust Co | 0.14% | No change | 15,006 | $3.3M |
| Access Investment Management LLC | 0.87% | No change | 15,000 | $3.3M |
| Creative Financial Designs Inc. | 0.20% | Reduce -7.9% | 14,982 | $3.3M |
| Sonata Capital Group Inc. | 1.17% | Add +3.0% | 14,646 | $3.2M |
| KPP Advisory Services LLC | 0.46% | Reduce -30.8% | 14,475 | $3.1M |
| NerdWallet Wealth Partners, LLC | 1.36% | Reduce -9.3% | 14,385 | $3.1M |
| Verity Asset Management, Inc. | 1.31% | Add +9.3% | 14,343 | $3.1M |
| Linscomb Wealth, Inc. | 0.14% | Reduce -6.8% | 14,134 | $3.1M |
| Evanson Asset Management, LLC | 0.16% | Reduce -11.2% | 14,042 | $3.1M |
| NorthLanding Financial Partners, LLC | 2.46% | Reduce -0.1% | 14,029 | $3.0M |
| Spire Wealth Management | 0.10% | Add +2.0% | 13,949 | $3.0M |
| Baldwin Wealth Partners LLC | 0.22% | Reduce -12.2% | 13,848 | $3.0M |
| Opulen Financial Group LLC | 2.11% | Add +0.7% | 13,806 | $3.0M |
| Belpointe Asset Management LLC | 0.11% | Reduce -24.4% | 13,680 | $3.0M |
| Acropolis Investment Management, LLC | 0.13% | Add +1.9% | 13,648 | $3.0M |
| OLIO Financial Planning | 0.82% | Reduce -2.9% | 13,636 | $3.0M |
| Vawter Financial, Ltd. | 1.24% | No change | 13,607 | $3.0M |
| 55 North Private Wealth, LLC | 0.76% | Reduce -2.0% | 13,583 | $3.0M |
| IVC Wealth Advisors LLC | 1.27% | Add +10.8% | 13,507 | $2.9M |
| AMG National Trust Bank | 0.06% | Add +2.5% | 13,489 | $2.9M |
| Envision Financial LLC | 1.57% | Reduce -9.2% | 13,423 | $2.9M |
| Schneider Downs Wealth Management Advisors, LP | 0.32% | Add +2.3% | 13,243 | $2.9M |
| Christine Messmer PC | 1.84% | Reduce -4.3% | 13,237 | $2.9M |
| Foster & Motley Inc. | 0.15% | Reduce -3.0% | 13,224 | $2.9M |
| Pillar Financial Advisors, LLC | 1.67% | Reduce -2.5% | 13,160 | $2.9M |
| Gibraltar Capital Management, Inc. | 0.49% | Reduce -2.9% | 13,121 | $2.9M |
| McKinley Carter Wealth Services, Inc. | 0.16% | Reduce -1.7% | 13,117 | $2.8M |
| Signet Financial Management, LLC | 0.32% | Reduce -4.2% | 12,967 | $2.8M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -0.8% | 12,915 | $2.8M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -4.5% | 12,905 | $2.8M |
| Stirlingshire Investments, Inc. | 2.45% | Add +61.4% | 12,875 | $2.8M |
| Northwest Wealth Management, LLC | 0.42% | Reduce -6.8% | 12,837 | $2.8M |
| Composition Wealth, LLC | 0.04% | Reduce -4.0% | 12,771 | $2.8M |
| First United Bank & Trust | 0.90% | Add +17.8% | 12,761 | $2.8M |
| SouthState Bank Corp | 0.13% | Add +8.3% | 12,661 | $2.8M |
| Cambridge Financial Group, LLC | 0.92% | Reduce -50.6% | 12,510 | $2.7M |
| O'ROURKE & COMPANY, Inc | 1.07% | Reduce -2.6% | 12,477 | $2.7M |
| Trust Co of the South | 0.43% | Add +0.2% | 12,427 | $2.7M |
| Citigroup Inc. | 0.00% | Reduce -7.9% | 12,412 | $2.7M |
| Principal Securities, Inc. | 0.04% | Reduce -4.3% | 12,370 | $2.7M |
| Rebalance, LLC | 0.16% | Add +0.3% | 12,320 | $2.7M |
| Leavell Investment Management, Inc. | 0.11% | Add +3.3% | 12,306 | $2.7M |
| Beaird Harris Wealth Management, LLC | 0.18% | Reduce -2.5% | 12,299 | $2.7M |
| Parsons Capital Management Inc. | 0.12% | Add +29.1% | 12,240 | $2.7M |
| Factor Wealth Management LTD | 0.50% | Add +8.2% | 12,236 | $2.7M |
| Mission Wealth Management, LP | 0.06% | Reduce -7.6% | 12,176 | $2.6M |
| Thoroughbred Financial Services, LLC | 0.16% | Add +4.8% | 12,176 | $2.6M |
| Alpine Bank Wealth Management | 0.38% | Reduce -4.2% | 12,154 | $2.6M |
| Coquina Private Wealth LLC | 2.12% | Add +16.6% | 12,150 | $2.6M |
| Mgo One Seven LLC | 0.05% | Add +0.7% | 12,143 | $2.6M |
| Roberts Glore & Co. Inc. | 0.72% | Reduce -0.4% | 12,142 | $2.6M |
| OneAscent Financial Services LLC | 0.14% | Add +52.9% | 12,139 | $2.6M |
| Patriot Investment Management Group, Inc. | 0.17% | Add +0.0% | 12,126 | $2.6M |
| TD Private Client Wealth LLC | 0.05% | Reduce -3.8% | 12,113 | $2.6M |
| Plancorp, LLC | 0.07% | Add +1.1% | 11,684 | $2.6M |
| TFB Advisors LLC | 1.37% | Reduce -47.0% | 12,031 | $2.6M |
| Midwestern Financial, LLC | 2.05% | Reduce -24.5% | 11,969 | $2.6M |
| Capital Advisors Wealth Management, LLC | 0.35% | Reduce -1.7% | 11,924 | $2.6M |
| Trust Co. of Toledo NA | 0.24% | Add +159.2% | 11,841 | $2.6M |
| Arista Wealth Management, LLC | 0.31% | Reduce -5.0% | 11,820 | $2.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +711.0% | 11,816 | $2.6M |
| Telos Capital Management, Inc. | 0.24% | Add +3.5% | 11,744 | $2.6M |
| Goepper Burkhardt LLC | 0.84% | Reduce -33.0% | 11,620 | $2.5M |
| Verus Capital Partners, LLC | 0.17% | Add +177.0% | 11,526 | $2.5M |
| NorthRock Partners, LLC | 0.04% | Add +30.3% | 11,437 | $2.5M |
| North Star Investment Management Corp. | 0.15% | Reduce -0.9% | 11,436 | $2.5M |
| Wealthspire Retirement, LLC | 0.15% | Reduce -2.8% | 11,325 | $2.5M |
| Brand Asset Management Group, Inc. | 0.64% | Add +69.4% | 11,308 | $2.5M |
| Financial Freedom, LLC | 1.22% | Reduce -11.5% | 11,262 | $2.4M |
| Shared Vision Wealth Group LLC | 1.00% | Add +32.0% | 11,254 | $2.4M |
| Seeds Investor LLC | 0.33% | Reduce -3.2% | 10,588 | $2.4M |
| Midwest Financial Group LLC | 1.02% | Reduce -0.2% | 11,055 | $2.4M |
| Monetary Solutions, Ltd | 2.32% | Add +4.1% | 11,033 | $2.4M |
| Intellectus Partners, LLC | 0.49% | Add +59.1% | 10,948 | $2.4M |
| Shayne & Jacobs, LLC | 0.73% | No change | 10,942 | $2.4M |
| Prospera Financial Services Inc | 0.04% | Reduce -4.0% | 10,828 | $2.4M |
| Powerhouse Assets LLC | 2.04% | Add +1.7% | 10,798 | $2.3M |
| Sage Mountain Advisors LLC | 0.16% | Reduce -0.1% | 10,786 | $2.3M |
| Laurel Oak Wealth Management, LLC | 0.39% | Reduce -26.9% | 10,725 | $2.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Add +4.8% | 10,675 | $2.3M |
| Advyzon Investment Management, LLC | 0.21% | Add +4.2% | 10,667 | $2.3M |
| RoundAngle Advisors LLC | 1.73% | Add +0.4% | 10,657 | $2.3M |
| Matisse Capital | 0.99% | No change | 10,652 | $2.3M |
| Fiduciary Advisors, Inc. | 1.74% | Reduce -2.5% | 10,642 | $2.3M |
| WP Advisors, LLC | 0.60% | Add +0.5% | 10,605 | $2.3M |
| Ballentine Partners, LLC | 0.03% | Add +47.5% | 10,537 | $2.3M |
| Sterling Financial Planning, Inc. | 0.67% | Reduce -9.2% | 10,412 | $2.3M |
| Simmons Bank | 0.15% | Reduce -2.6% | 10,411 | $2.3M |
| Quotient Wealth Partners, LLC | 0.06% | Reduce -0.2% | 10,377 | $2.3M |
| Optima Capital LLC | 1.04% | Add +3.4% | 10,288 | $2.2M |
| Moneco Advisors, LLC | 0.17% | Add +0.0% | 10,228 | $2.2M |
| Livet Wealth, LLC | 1.41% | Reduce -2.0% | 10,225 | $2.2M |
| Harbor Investment Advisory, LLC | 0.17% | Add +36.2% | 10,214 | $2.2M |
| CJM Wealth Advisers, Ltd. | 0.68% | Reduce -1.9% | 10,203 | $2.2M |
| Mustard Seed Financial, LLC | 1.33% | Reduce -7.7% | 10,195 | $2.2M |
| Donalies Financial Planning, LLC | 1.88% | Add +11.4% | 10,169 | $2.2M |
| Bessemer Group Inc. | 0.00% | Add +1.8% | 10,166 | $2.2M |
| Savvy Advisors, Inc. | 0.06% | Add +64.4% | 10,151 | $2.2M |
| Newton One Investments LLC | 0.60% | Reduce -1.0% | 10,151 | $2.2M |
| RMR Capital Management, LLC | 1.59% | Add +2.0% | 10,129 | $2.2M |
| Probity Advisors, Inc. | 0.35% | Reduce -1.6% | 10,061 | $2.2M |
| Fortitude Family Office, LLC | 0.49% | No change | 10,000 | $2.2M |
| Red Tortoise LLC | 0.91% | Add +0.5% | 9,990 | $2.2M |
| Family Legacy, Inc. | 0.65% | Reduce -2.6% | 9,961 | $2.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -5.6% | 9,905 | $2.2M |
| Roundview Capital LLC | 0.13% | Reduce -1.5% | 9,880 | $2.1M |
| Gradient Capital Advisors, LLC | 0.56% | Reduce -12.8% | 9,878 | $2.1M |
| Kingswood Wealth Advisors, LLC | 0.10% | Add +35.8% | 9,873 | $2.1M |
| Junk Investment Group, LLC | 1.12% | — | 9,854 | $2.1M |
| Vanguard Advisers Inc. | 0.01% | — | 9,843 | $2.1M |
| 180 Wealth Advisors, LLC | 0.24% | Add +0.8% | 9,804 | $2.1M |
| One Charles Private Wealth Services, LLC | 0.53% | Reduce -2.2% | 9,780 | $2.1M |
| Financially in Tune, LLC | 1.82% | Add +6.6% | 9,768 | $2.1M |
| Liberty Wealth Management LLC | 0.26% | Add +1.0% | 9,752 | $2.1M |
| Farmers & Merchants Investments Inc. | 0.06% | Add +3.4% | 9,755 | $2.1M |
| Keybank National Association | 0.01% | Reduce -7.7% | 9,723 | $2.1M |
| Kingsview Wealth Management, LLC | 0.03% | Add +9.6% | 9,708 | $2.1M |
| Marino, Stram & Associates LLC | 0.38% | Add +7.9% | 9,645 | $2.1M |
| Curtis Advisory Group, LLC | 0.45% | Add +1.5% | 9,590 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | New | 9,527 | $2.1M |
| IF Advisors, LLC | 1.46% | Add +2.2% | 9,516 | $2.1M |
| Crestwood Advisors Group, LLC | 0.03% | Add +171.7% | 9,494 | $2.1M |
| MB Generational Wealth, LLC | 1.14% | Add +7.1% | 9,461 | $2.1M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -0.7% | 9,439 | $2.1M |
| Jacobs Equity LLC | 1.82% | Add +4.0% | 8,636 | $2.0M |
| Tobias Financial Advisors, Inc. | 0.28% | Reduce -5.5% | 9,346 | $2.0M |
| Greenspring Advisors, LLC | 0.12% | Reduce -1.9% | 9,245 | $2.0M |
| Waystone Advisors LLC | 1.79% | Reduce -7.2% | 9,210 | $2.0M |
| Earned Wealth Advisors, LLC | 0.13% | Reduce -17.7% | 9,183 | $2.0M |
| Baker Tilly Wealth Management, LLC | 0.48% | No change | 9,085 | $2.0M |
| BTC Capital Management, Inc. | 0.13% | Reduce -12.1% | 9,070 | $2.0M |
| Topsail Wealth Management, LLC | 0.29% | No change | 9,071 | $2.0M |
| Guidance Point Advisors, LLC | 0.48% | Add +0.3% | 9,026 | $2.0M |
| Wesbanco Bank Inc. | 0.05% | Add +2.2% | 9,023 | $2.0M |
| Wealthspan Partners, LLC | 0.69% | Reduce -0.0% | 8,999 | $2.0M |
| Sowell Financial Services LLC | 0.07% | Reduce -3.0% | 8,992 | $2.0M |
| Strategic Blueprint, LLC | 0.11% | Add +9.0% | 8,913 | $1.9M |
| Pine Valley Investments Ltd Liability Co | 0.09% | Reduce -1.0% | 8,872 | $1.9M |
| Pioneer Wealth Management Group | 0.54% | Reduce -0.4% | 8,851 | $1.9M |
| Magnus Financial Group LLC | 0.16% | Reduce -3.8% | 8,850 | $1.9M |
| Grove Bank & Trust | 0.22% | Add +1.6% | 8,845 | $1.9M |
| Brown Wealth Management, LLC | 0.49% | Reduce -4.7% | 8,832 | $1.9M |
| Ofc Financial Planning, LLC | 1.89% | Reduce -0.6% | 8,831 | $1.9M |
| Center For Asset Management LLC | 0.95% | Reduce -10.2% | 8,815 | $1.9M |
| Archford Capital Strategies, LLC | 0.22% | Reduce -11.9% | 8,805 | $1.9M |
| Insigneo Advisory Services, LLC | 0.14% | Reduce -3.6% | 8,793 | $1.9M |
| Chapin Davis, Inc. | 0.42% | Add +3.4% | 8,731 | $1.9M |
| Walkner Condon Financial Advisors LLC | 0.25% | Reduce -4.8% | 8,730 | $1.9M |
| Parkside Financial Bank & Trust | 0.15% | Add +3.0% | 8,705 | $1.9M |
| Riversedge Advisors, LLC | 0.31% | Reduce -3.3% | 8,701 | $1.9M |
| Tranquility Partners, LLC | 0.71% | Add +5.2% | 8,699 | $1.9M |
| Trust Co | 0.18% | Add +32.7% | 8,685 | $1.9M |
| LS Investment Advisors, LLC | 0.28% | Reduce -30.5% | 8,658 | $1.9M |
| Duncker Streett & Co. Inc. | 0.36% | Reduce -0.2% | 8,644 | $1.9M |
| InvesTrust | 0.79% | Add +0.3% | 8,611 | $1.9M |
| Triune Financial Partners, LLC | 0.44% | Reduce -1.1% | 8,607 | $1.9M |
| Compton Wealth Advisory Group, LLC | 0.42% | No change | 8,547 | $1.9M |
| Sapient Capital LLC | 0.03% | Add +1.9% | 8,478 | $1.8M |
| Mutual Advisors, LLC | 0.04% | Reduce -5.6% | 8,457 | $1.8M |
| Breakwater Capital Group | 0.25% | Reduce -0.1% | 8,441 | $1.8M |
| Level Four Advisory Services, LLC | 0.06% | Add +32.0% | 8,419 | $1.8M |
| Windward Private Wealth Management Inc. | 0.63% | No change | 8,412 | $1.8M |
| Victory Capital Management Inc. | 0.00% | No change | 8,408 | $1.8M |
| Argent Trust Co | 0.06% | Reduce -1.2% | 8,381 | $1.8M |
| Vance Wealth, LLC | 0.52% | Reduce -3.2% | 8,357 | $1.8M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 8,271 | $1.8M |
| Paragon Capital Management Ltd | 0.38% | Reduce -1.0% | 8,254 | $1.8M |
| BSW Wealth Partners | 0.22% | Add +20.0% | 8,234 | $1.8M |
| SlateStone Wealth, LLC | 0.15% | Reduce -21.2% | 8,206 | $1.8M |
| City State Bank | 0.46% | No change | 8,183 | $1.8M |
| O'Connor Financial Group LLC | 0.73% | Reduce -3.6% | 8,181 | $1.8M |
| Diversified Enterprises, LLC | 0.10% | Reduce -1.4% | 8,173 | $1.8M |
| Brandes Investment Partners, LP | 0.01% | Reduce -83.3% | 8,152 | $1.8M |
| Financial Enhancement Group LLC | 0.22% | New | 7,592 | $1.8M |
| Financial Counselors Inc. | 2.45% | Reduce -1.3% | 7,999 | $1.7M |
| SC&H Financial Advisors, Inc. | 0.26% | Add +0.2% | 7,962 | $1.7M |
| SKY-Mountain Capital Management, Inc. | 1.23% | Add +0.9% | 7,901 | $1.7M |
| Empowered Funds, LLC | 0.01% | New | 7,866 | $1.7M |
| Focus Financial Network, Inc. | 0.06% | Add +2.5% | 7,841 | $1.7M |
| Klingman & Associates, LLC | 0.08% | Reduce -2.4% | 7,838 | $1.7M |
| Clarity Capital Advisors, LLC | 0.79% | Add +0.7% | 7,823 | $1.7M |
| McGlone Suttner Wealth Management, Inc. | 0.23% | No change | 7,821 | $1.7M |
| Monument Group Wealth Advisors, LLC | 0.93% | Reduce -1.2% | 7,708 | $1.7M |
| 3EDGE Asset Management, LP | 0.08% | Add +7.2% | 7,609 | $1.7M |
| Alteri Wealth LLC | 0.53% | Reduce -0.1% | 7,585 | $1.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.09% | Add +23.0% | 7,543 | $1.6M |
| Infinity Wealth Counsel, LLC | 1.50% | Add +0.2% | 7,517 | $1.6M |
| Michels Family Financial, LLC | 1.18% | Add +1.9% | 7,517 | $1.6M |
| Richardson Financial Services Inc. | 1.02% | Reduce -2.5% | 7,512 | $1.6M |
| Cardinal Point Capital Management ULC | 0.10% | New | 7,495 | $1.6M |
| Bokf, NA | 0.02% | Reduce -3.6% | 7,489 | $1.6M |
| XTX Topco Ltd | 0.03% | New | 7,480 | $1.6M |
| BigSur Wealth Management LLC | 0.46% | No change | 7,466 | $1.6M |
| Hardy Reed LLC | 0.12% | No change | 7,436 | $1.6M |
| Trilogy Capital Inc. | 0.07% | Add +12.2% | 7,429 | $1.6M |
| Baker Ellis Asset Management LLC | 0.19% | Add +0.4% | 7,413 | $1.6M |
| Tritonpoint Wealth, LLC | 0.17% | Reduce -12.3% | 7,399 | $1.6M |
| AlphaCore Capital LLC | 0.04% | Reduce -25.4% | 7,388 | $1.6M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Reduce -11.3% | 7,502 | $1.6M |
| Flow Traders U.S. LLC | 0.05% | New | 7,250 | $1.6M |
| Market Street Wealth Management Advisors LLC | 0.25% | Reduce -3.0% | 7,240 | $1.6M |
| One Day In July LLC | 0.13% | Reduce -0.1% | 7,239 | $1.6M |
| Simon Quick Advisors, LLC | 0.07% | Reduce -2.1% | 7,149 | $1.6M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Reduce -1.7% | 7,148 | $1.6M |
| Bank of Hawaii | 0.08% | Reduce -3.8% | 7,089 | $1.5M |
| Bluedoor Private Wealth, LLC | 0.70% | Reduce -17.8% | 6,953 | $1.5M |
| Dravo Bay LLC | 0.61% | Add +4.1% | 6,936 | $1.5M |
| Genesis Financial Group, LLC | 1.01% | Add +3.4% | 6,925 | $1.5M |
| Forest Hill Capital, LLC | 0.98% | No change | 6,900 | $1.5M |
| Southland Equity Partners LLC | 0.29% | New | 6,895 | $1.5M |
| Fulton Bank, N.A. | 0.05% | No change | 6,895 | $1.5M |
| Capital Analysts, LLC | 0.04% | Add +40.7% | 6,861 | $1.5M |
| Evergreen Wealth Management, LLC | 0.77% | Add +0.0% | 6,832 | $1.5M |
| Friday Financial | 0.51% | Add +4.5% | 6,817 | $1.5M |
| Cibc World Market Inc. | 0.00% | Add +4.3% | 6,753 | $1.5M |
| Coordinated Financial Services, Inc. | 0.85% | Add +1.4% | 6,709 | $1.5M |
| Fortis Capital Advisors, LLC | 0.19% | Add +1.3% | 6,702 | $1.5M |
| Aegis Wealth Management LLC | 0.83% | Reduce -0.7% | 6,690 | $1.5M |
| BKM Wealth Management, LLC | 0.53% | Add +5.9% | 6,688 | $1.5M |
| Jane Street Group, LLC | 0.00% | New | 6,669 | $1.4M |
| WealthCare Investment Partners, LLC | 0.40% | No change | 6,591 | $1.4M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | Reduce -1.5% | 6,643 | $1.4M |
| Weitzel Financial Services, Inc. | 0.54% | Add +3.3% | 6,612 | $1.4M |
| Capital Squared Financial LLC | 1.10% | Add +20.4% | 6,639 | $1.4M |
| Retirement Planning Group, LLC | 0.04% | Add +41.9% | 6,622 | $1.4M |
| McNamara Financial Services, Inc. | 0.27% | Reduce -3.3% | 6,557 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +1.5% | 6,540 | $1.4M |
| GFS Advisors, LLC | 0.09% | Add +443.4% | 36,753 | $1.4M |
| Dynamic Financial Group | 1.15% | Add +0.7% | 6,479 | $1.4M |
| Founders Grove Wealth Partners, LLC | 0.32% | Add +0.8% | 6,475 | $1.4M |
| Blue Trust, Inc. | 0.02% | Reduce -10.1% | 6,451 | $1.4M |
| C M Bidwell & Associates Ltd. | 0.65% | Reduce -5.6% | 6,430 | $1.4M |
| Precision Wealth Strategies, LLC | 0.46% | Reduce -9.0% | 6,428 | $1.4M |
| Elevatus Welath Management | 0.73% | Reduce -79.4% | 6,419 | $1.4M |
| Hall Capital Management Co. Inc. | 0.50% | Reduce -1.3% | 5,985 | $1.4M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +33.5% | 6,398 | $1.4M |
| USAdvisors Wealth Management, LLC | 0.46% | Reduce -35.6% | 6,516 | $1.4M |
| Stembrook Asset Management, LLC | 1.35% | Reduce -0.4% | 6,351 | $1.4M |
| Investor's Fiduciary Advisor Network, LLC | 0.42% | Reduce -12.0% | 6,347 | $1.4M |
| Saxony Capital Management, LLC | 0.79% | Add +31.1% | 6,288 | $1.4M |
| Arbor Investment Advisors, LLC | 0.18% | Reduce -1.8% | 6,281 | $1.4M |
| TRUE Private Wealth Advisors | 0.13% | Add +8.0% | 6,254 | $1.4M |
| Uptick Partners, LLC | 0.27% | Add +1.0% | 6,249 | $1.4M |
| Condor Capital Management | 0.11% | Reduce -0.2% | 6,240 | $1.4M |
| 1834 Investment Advisors Co. | 0.17% | Reduce -1.4% | 6,216 | $1.4M |
| Flputnam Investment Management Co. | 0.02% | Reduce -6.9% | 6,209 | $1.3M |
| Wellington Management Group LLP | 0.00% | No change | 6,197 | $1.3M |
| Cadent Capital Advisors, LLC | 0.35% | Add +0.5% | 6,178 | $1.3M |
| Planning Directions Inc. | 0.68% | Reduce -6.6% | 6,139 | $1.3M |
| Harpswell Capital Advisors, LLC | 0.99% | Add +7.0% | 6,136 | $1.3M |
| Bruce G. Allen Investments, LLC | 0.87% | Add +4.0% | 6,135 | $1.3M |
| Independent Advisor Alliance | 0.01% | New | 6,101 | $1.3M |
| WESCAP Management Group, Inc. | 0.26% | Add +6.1% | 6,088 | $1.3M |
| Three Arch Wealth Management LLC | 0.24% | Reduce -0.4% | 6,065 | $1.3M |
| Cooksen Wealth, LLC | 0.95% | Reduce -14.7% | 6,043 | $1.3M |
| VSM Wealth Advisory, LLC | 0.39% | Add +1.9% | 6,032 | $1.3M |
| Sherman Wealth Management LLC | 1.12% | Add +7.7% | 6,027 | $1.3M |
| Painted Porch Advisors LLC | 0.62% | Add +14.3% | 6,019 | $1.3M |
| Revisor Wealth Management LLC | 0.36% | Add +8.5% | 5,997 | $1.3M |
| Pacific Sun Financial Corp | 0.63% | No change | 5,996 | $1.3M |
| Meridian Financial Advisors, LLC | 0.71% | Reduce -0.3% | 5,990 | $1.3M |
| Certified Advisory Corp | 0.12% | Add +8.5% | 5,975 | $1.3M |
| ProVise Management Group, LLC | 0.09% | Reduce -9.4% | 5,934 | $1.3M |
| Coastal Bridge Advisors, LLC | 0.09% | Add +6.5% | 5,929 | $1.3M |
| Eagle Harbor Asset Management Inc. | 1.10% | Reduce -1.8% | 5,909 | $1.3M |
| Community Financial Services Group, LLC | 0.23% | Reduce -2.7% | 5,876 | $1.3M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -5.7% | 5,874 | $1.3M |
| United Advisor Group, LLC | 0.16% | Add +3.1% | 5,847 | $1.3M |
| Gotham Asset Management | 0.00% | New | 5,847 | $1.3M |
| Indivisible Partners | 0.11% | Add +0.2% | 5,808 | $1.3M |
| Insight Advisors, LLC/ PA | 0.24% | Reduce -1.1% | 5,756 | $1.3M |
| ARK & TLK Investments, LLC | 0.34% | No change | 5,754 | $1.3M |
| Silverlake Wealth Management LLC | 0.26% | Add +3.1% | 5,727 | $1.2M |
| Mascagni Wealth Management, Inc. | 0.87% | No change | 5,633 | $1.2M |
| Wealth Alliance, LLC | 0.12% | Reduce -10.3% | 5,628 | $1.2M |
| Chatham Capital Group, Inc. | 0.18% | No change | 5,589 | $1.2M |
| Loomis Sayles & Co. L P | 0.00% | New | 5,557 | $1.2M |
| Graetz Wealth LLC | 1.08% | Reduce -19.3% | 5,551 | $1.2M |
| Independent Wealth Advisors LLC | 1.18% | No change | 5,549 | $1.2M |
| Pekin Hardy Strauss, Inc. | 0.13% | Add +10.5% | 5,548 | $1.2M |
| Maridea Wealth Management LLC | 0.18% | Reduce -10.1% | 5,530 | $1.2M |
| Compass Financial Group, INC | 0.17% | Reduce -0.5% | 5,512 | $1.2M |
| Topel & Distasi Wealth Management, LLC | 0.62% | No change | 5,505 | $1.2M |
| Evoke Wealth, LLC | 0.02% | Add +7.9% | 5,499 | $1.2M |
| GHP Investment Advisors, Inc. | 0.05% | Reduce -0.4% | 5,485 | $1.2M |
| MidAtlantic Capital Management, Inc. | 0.82% | No change | 5,474 | $1.2M |
| TruNorth Capital Management, LLC | 0.22% | No change | 5,382 | $1.2M |
| Cambridge Capital Management, LLC | 0.50% | Add +0.1% | 5,369 | $1.2M |
| MJT & Associates Financial Advisory Group, Inc. | 0.85% | Reduce -3.5% | 5,344 | $1.2M |
| High Net Worth Advisory Group LLC | 0.27% | Add +4.2% | 5,341 | $1.2M |
| Iron Gate Global Advisors LLC | 0.12% | No change | 5,278 | $1.1M |
| Meritas Wealth Management, LLC | 0.52% | No change | 5,277 | $1.1M |
| Strategic Financial Group, LLC | 1.18% | — | 5,256 | $1.1M |
| Resurgent Financial Advisors LLC | 0.42% | Reduce -1.0% | 5,239 | $1.1M |
| JT Stratford LLC | 0.15% | Reduce -23.9% | 5,236 | $1.1M |
| Retirement Planning Group, LLC / NY | 0.73% | Add +29.4% | 5,227 | $1.1M |
| Maimon Wealth Management LTD. | 0.99% | No change | 5,335 | $1.1M |
| Caprock Group, LLC | 0.03% | Reduce -9.7% | 5,209 | $1.1M |
| Strategic Financial Partners, Ltd. | 0.49% | Reduce -10.0% | 5,199 | $1.1M |
| First National Bank of Mount Dora, Trust Investment Services | 0.24% | No change | 5,196 | $1.1M |
| CVA Family Office, LLC | 0.12% | Reduce -16.4% | 5,181 | $1.1M |
| Moisand Fitzgerald Tamayo, LLC | 0.12% | Reduce -0.6% | 5,172 | $1.1M |
| John A. Wolfe & Associates, Inc. | 1.73% | Add +0.1% | 5,172 | $1.1M |
| Net Worth Advisory Group | 0.23% | Add +5.2% | 5,158 | $1.1M |
| King Wealth Management Group | 0.14% | Reduce -1.1% | 5,093 | $1.1M |
| Wedbush Securities Inc. | 0.03% | Reduce -0.7% | 5,069 | $1.1M |
| Hoge Financial Services, LLC | 0.59% | Add +2.8% | 5,062 | $1.1M |
| Empower Advisory Group, LLC | 0.00% | Reduce -14.2% | 5,028 | $1.1M |
| Visionary Wealth Advisors | 0.05% | Add +2.4% | 5,002 | $1.1M |
| McClarren Financial Advisors, Inc. | 0.64% | Reduce -13.8% | 4,989 | $1.1M |
| Legacy Edge Advisors, LLC | 0.11% | Reduce -28.9% | 4,988 | $1.1M |
| Archer Investment Corp | 0.23% | Add +346.1% | 4,974 | $1.1M |
| St. Louis Trust Co | 0.13% | Reduce -10.9% | 4,959 | $1.1M |
| Main Street Financial Solutions, LLC | 0.08% | Reduce -6.8% | 4,927 | $1.1M |
| Ballast Financial Advisors LLC | 1.10% | Reduce -2.7% | 4,926 | $1.1M |
| Bridge Generations Wealth Management LLC | 0.61% | No change | 4,925 | $1.1M |
| Ritter Daniher Financial Advisory LLC / DE | 0.18% | Reduce -0.3% | 4,922 | $1.1M |
| Texas Bank & Trust Co | 0.40% | Reduce -18.1% | 4,890 | $1.1M |
| RFP Financial Group LLC | 0.58% | No change | 4,880 | $1.1M |
| Acorn Financial Advisory Services Inc. | 0.14% | Add +0.0% | 4,826 | $1.0M |
| Gladstone Institutional Advisory LLC | 0.04% | Add +12.1% | 4,808 | $1.0M |
| Asempa Wealth Advisors | 0.91% | Reduce -0.2% | 4,772 | $1.0M |
| Aire Advisors, LLC | 0.19% | Add +5.5% | 4,775 | $1.0M |
| Transcend Capital Advisors, LLC | 0.08% | Reduce -0.8% | 4,770 | $1.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Add +1.4% | 4,747 | $1.0M |
| Cpwa, LLC | 1.23% | — | 4,439 | $1.0M |
| Baldwin Investment Management, LLC | 0.12% | Add +1.0% | 4,702 | $1.0M |
| Sagace Wealth Management LLC | 0.69% | Add +0.4% | 4,700 | $1.0M |
| Providence Capital Advisors, LLC | 0.17% | No change | 4,698 | $1.0M |
| American Financial Advisors, LLC | 0.14% | Reduce -6.7% | 4,689 | $1.0M |
| Cypress Point Wealth Management, LLC | 0.22% | Add +0.3% | 4,657 | $1.0M |
| Signaturefd, LLC | 0.02% | Add +27.1% | 4,641 | $1.0M |
| Silver Oak Advisory Group, Inc. | 0.43% | Add +61.6% | 4,642 | $1.0M |
| Soltis Investment Advisors LLC | 0.07% | Reduce -37.2% | 4,624 | $1.0M |
| Beacon Financial Advisory LLC | 0.23% | Add +0.2% | 4,610 | $1.0M |
| Level Financial Advisors | 0.26% | Reduce -14.9% | 4,609 | $1.0M |
| Octavia Wealth Advisors, LLC | 0.10% | Reduce -1.3% | 4,604 | $1.0M |
| Csenge Advisory Group | 0.05% | Add +0.3% | 4,601 | $1000K |
| Ritholtz Wealth Management | 0.02% | Add +5.7% | 4,583 | $996K |
| Founders Financial Securities LLC | 0.06% | Reduce -4.0% | 4,393 | $993K |
| Grange Capital, LLC | 0.98% | Reduce -12.0% | 4,549 | $988K |
| Battery Global Advisors, LLC | 0.53% | Add +292.5% | 4,545 | $987K |
| Bestgate Wealth Advisors, LLC | 1.76% | Reduce -13.8% | 4,491 | $976K |
| Financial Alternatives, Inc | 0.53% | No change | 4,489 | $975K |
| Burns Matteson Capital Management, LLC | 0.38% | Reduce -3.3% | 4,482 | $974K |
| HFG Advisors, Inc. | 0.69% | Add +1.2% | 4,481 | $974K |
| Keb Asset Management, LLC | 0.19% | Reduce -5.2% | 4,478 | $973K |
| Western Wealth Management, LLC | 0.04% | Reduce -1.0% | 4,474 | $972K |
| Accretive Wealth Partners, LLC | 0.27% | Add +21.6% | 4,433 | $963K |
| Prospera Capital Management, LLC | 0.48% | No change | 4,421 | $961K |
| Conrad Siegel Investment Advisors, Inc. | 0.17% | Add +0.0% | 4,389 | $954K |
| Canal Capital Management, LLC | 0.13% | No change | 4,382 | $952K |
| Graves Light Lenhart Wealth, Inc. | 0.10% | Add +0.9% | 4,364 | $948K |
| IFG Advisors, LLC | 0.15% | Add +0.1% | 4,334 | $942K |
| Schwallier Wealth Management LLC | 0.69% | Reduce -4.7% | 4,329 | $941K |
| Dopkins Wealth Management, LLC | 0.38% | No change | 4,326 | $940K |
| Madison Wealth Partners, Inc | 0.15% | Add +7.0% | 4,306 | $936K |
| One Capital Management, LLC | 0.03% | Add +11.6% | 4,298 | $934K |
| SVRN Asset Management, LLC | 0.90% | No change | 4,296 | $933K |
| Fermata Advisors, LLC | 0.21% | Reduce -10.9% | 4,292 | $933K |
| Bishop & Co Investment Management, LLC | 0.32% | Reduce -91.5% | 4,269 | $928K |
| Marion Wealth Management | 0.21% | No change | 4,261 | $926K |
| Jacobi Capital Management LLC | 0.05% | Reduce -0.5% | 4,248 | $923K |
| Mezzasalma Advisors, LLC | 0.24% | Add +0.5% | 4,248 | $923K |
| Becker Capital Management Inc. | 0.03% | Add +0.2% | 4,237 | $921K |
| Vannoy Advisory Group, Inc. | 0.58% | Reduce -3.8% | 4,223 | $917K |
| Caitlin John, LLC | 0.55% | Add +2.8% | 4,218 | $916K |
| Anchor Investment Management, LLC | 0.08% | Add +3.4% | 4,176 | $907K |
| Asset Dedication, LLC | 0.06% | Reduce -40.2% | 4,175 | $907K |
| Citizens Financial Group Inc. | 0.01% | Reduce -2.2% | 4,161 | $904K |
| Victrix Investment Advisors | 0.33% | Add +15.8% | 4,126 | $896K |
| Summit Wealth Group LLC / Co. | 0.09% | Add +19.2% | 4,123 | $896K |
| Balefire, LLC | 0.17% | Add +0.3% | 4,117 | $894K |
| Spinnaker Investment Group, LLC | 0.18% | Reduce -12.5% | 4,116 | $894K |
| RS Crum Inc. | 0.17% | Add +0.0% | 4,112 | $893K |
| Raffa Wealth Management, LLC | 0.14% | Add +0.1% | 4,196 | $893K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -40.5% | 4,110 | $893K |
| LightSquare Wealth Management, LLC | 0.67% | — | 4,096 | $890K |
| Fearless Solutions, LLC dba Best Invest | 0.54% | Reduce -0.2% | 4,088 | $888K |
| J. Derek Lewis & Associates Inc. | 0.20% | Add +1.1% | 4,087 | $888K |
| LexAurum Advisors, LLC | 0.12% | — | 4,086 | $888K |
| Goelzer Investment Management, Inc. | 0.04% | Reduce -8.5% | 4,086 | $888K |
| Disciplined Investments, LLC | 0.32% | Add +0.1% | 4,079 | $886K |
| Kapstone Financial Advisors LLC | 0.43% | New | 4,077 | $886K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.14% | No change | 4,072 | $885K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -10.4% | 4,067 | $884K |
| Rooted Wealth Advisors, Inc. | 0.23% | Add +21.4% | 3,779 | $882K |
| Winebrenner Capital Management LLC | 0.57% | Add +17.9% | 4,051 | $880K |
| LPWM LLC | 0.22% | Add +1.2% | 4,027 | $875K |
| Horizon Investment Services, LLC | 0.30% | Add +170.9% | 3,982 | $865K |
| Envision Financial Planning, LLC | 0.31% | No change | 3,977 | $864K |
| Smithfield Trust Co | 0.04% | Reduce -0.2% | 3,975 | $863K |
| Canandaigua National Corp. | 0.08% | — | 3,969 | $862K |
| American Money Management, LLC | 0.14% | Reduce -0.2% | 3,951 | $858K |
| Embree Financial Group | 0.10% | Add +0.1% | 3,950 | $858K |
| Nicolet Bankshares Inc. | 0.03% | New | 3,937 | $856K |
| Koenig Investment Advisory, LLC | 0.72% | Add +0.5% | 3,921 | $852K |
| Berkeley, Inc | 0.28% | Reduce -1.2% | 3,898 | $847K |
| Magnolia Capital Advisors LLC | 0.17% | Add +4.3% | 3,882 | $843K |
| City Holding Co. | 0.11% | Reduce -3.4% | 3,881 | $843K |
| Willner & Heller, LLC | 0.63% | Reduce -1.1% | 3,873 | $841K |
| Freestone Capital Holdings, LLC | 0.03% | Reduce -4.7% | 3,861 | $839K |
| Wealth Preservation Advisors, LLC | 0.69% | Add +2.9% | 3,830 | $832K |
| Rossby Financial, LCC | 0.17% | Add +1570.6% | 3,809 | $831K |
| Fonville Wealth Management LLC | 0.16% | Add +0.8% | 3,815 | $829K |
| Pacific Excel Wealth Advisors, Inc. | 0.86% | Add +56.0% | 3,777 | $821K |
| Glassman Wealth Services | 0.11% | Add +1.5% | 3,776 | $820K |
| Quantum Financial Advisors, LLC | 0.09% | No change | 3,776 | $820K |
| Richmond Investment Services, LLC | 0.13% | No change | 3,774 | $820K |
| Clark Asset Management, LLC | 0.08% | Add +178.4% | 3,756 | $816K |
| Lake Street Private Wealth, LLC | 0.10% | Add +0.0% | 3,749 | $815K |
| Medallion Wealth Advisors, LLC | 0.27% | Add +9.3% | 3,738 | $812K |
| QRG Capital Management, Inc. | 0.01% | Add +20.6% | 3,734 | $811K |
| Westhampton Capital, LLC | 0.38% | Add +0.3% | 3,729 | $810K |
| truNorth Financial Services, Inc. | 0.84% | Reduce -11.0% | 3,725 | $809K |
| Franklin Resources Inc. | 0.00% | No change | 3,723 | $809K |
| Larson Financial Group LLC | 0.03% | Add +1.1% | 3,696 | $803K |
| Sightline Wealth Advisors, LLC | 0.34% | Reduce -3.7% | 3,688 | $801K |
| Life Planning Partners, Inc | 0.61% | No change | 3,666 | $796K |
| Mayfair Advisory Group, LLC | 0.28% | Reduce -4.3% | 3,666 | $796K |
| KDT Advisors, LLC | 1.26% | No change | 3,650 | $793K |
| West Branch Capital LLC | 0.21% | Reduce -18.3% | 3,620 | $786K |
| Armbruster Capital Management, Inc. | 0.13% | Reduce -7.6% | 3,614 | $785K |
| McDonald Partners LLC | 0.18% | Add +5.0% | 3,606 | $783K |
| StoneX Group Inc. | 0.04% | Add +22.9% | 3,593 | $782K |
| Caldwell Trust Co | 0.07% | Add +0.8% | 3,595 | $781K |
| Physician Wealth Advisors, Inc. | 0.11% | Add +0.1% | 3,589 | $780K |
| Chesley Taft & Associates LLC | 0.03% | No change | 3,587 | $779K |
| Newman Dignan & Sheerar, Inc. | 0.16% | Reduce -45.8% | 3,581 | $778K |
| Arrowroot Family Office, LLC | 0.26% | Reduce -0.1% | 3,553 | $772K |
| BCS Wealth Management | 0.16% | Reduce -51.0% | 3,545 | $770K |
| TD Waterhouse Canada Inc. | 0.00% | Add +62.0% | 3,513 | $765K |
| Signal Advisors Wealth, LLC | 0.05% | Add +76.9% | 3,518 | $764K |
| Aptus Capital Advisors, LLC | 0.01% | Add +46.0% | 3,515 | $764K |
| Agate Pass Investment Management, LLC | 0.30% | No change | 3,503 | $761K |
| Kovack Advisors, Inc. | 0.04% | Reduce -45.9% | 3,489 | $760K |
| GLR Partners, LLC | 0.41% | — | 3,492 | $759K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.26% | Reduce -0.3% | 3,483 | $757K |
| Libra Wealth LLC | 0.21% | Reduce -4.1% | 3,479 | $756K |
| Greykasell Wealth Strategies, Inc. | 0.30% | Add +0.1% | 3,478 | $756K |
| Wescott Financial Advisory Group, LLC | 0.07% | Reduce -5.8% | 3,438 | $747K |
| Canvas Wealth Advisors, LLC | 0.13% | Add +13.4% | 3,434 | $746K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -43.6% | 3,430 | $745K |
| Parcion Private Wealth LLC | 0.05% | New | 3,419 | $743K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +115.4% | 3,416 | $742K |
| Spirepoint Private Client, LLC | 0.07% | Add +34.5% | 3,409 | $741K |
| Elm Partners Management LLC | 0.03% | No change | 3,471 | $737K |
| Wilmington Savings Fund Society, FSB | 0.02% | Reduce -5.0% | 3,363 | $731K |
| Bedel Financial Consulting, Inc. | 0.08% | Add +0.5% | 3,355 | $729K |
| Brooklyn Investment Group | 0.02% | Add +81.2% | 3,350 | $728K |
| Stage Harbor Financial, LLC | 0.48% | Add +0.6% | 3,304 | $718K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +33.4% | 3,296 | $716K |
| Downshift Financial, LLC | 0.37% | Add +4.0% | 3,097 | $714K |
| OFS Enterprise LLC | 0.21% | — | 3,283 | $713K |
| Destiny Wealth Partners, LLC | 0.08% | No change | 3,282 | $713K |
| Evergreen Capital Management LLC | 0.02% | No change | 3,281 | $713K |
| Rockwood Wealth Management, LLC | 0.05% | Add +5.5% | 3,272 | $711K |
| Abbot Financial Management, Inc. | 0.30% | Add +0.0% | 3,264 | $709K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -3.5% | 3,259 | $708K |
| First National Bank of Omaha | 0.02% | No change | 3,324 | $706K |
| Essential Planning, LLC. | 0.22% | No change | 3,243 | $705K |
| Compass Capital Corp. /Ma/ | 0.25% | Reduce -12.2% | 3,019 | $704K |
| DGS Capital Management, LLC | 0.12% | Add +11.2% | 3,237 | $703K |
| Sage Investment Counsel LLC | 0.78% | Add +16.2% | 3,234 | $702K |
| AlTi Global, Inc. | 0.02% | New | 3,225 | $701K |
| Novak & Powell Financial Services, Inc. | 0.38% | Reduce -3.2% | 3,217 | $699K |
| Continuum Advisory, LLC | 0.07% | Reduce -1.4% | 3,215 | $699K |
| Perennial Investment Advisors, LLC | 0.06% | Add +3.4% | 3,207 | $697K |
| Merited Wealth, LLC | 0.57% | Reduce -7.9% | 3,189 | $693K |
| Astra Wealth Partners LLC | 0.44% | No change | 3,180 | $691K |
| K2 Financial Inc. | 0.50% | Add +5.0% | 2,953 | $683K |
| Resolute Advisors LLC | 0.28% | Add +0.6% | 3,144 | $683K |
| Busey Bank | 0.02% | No change | 3,140 | $682K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +0.1% | 3,140 | $682K |
| Unconventional Investor, LLC | 0.32% | Add +0.6% | 3,134 | $681K |
| Traynor Capital Management, Inc. | 0.04% | Add +1.8% | 3,167 | $672K |
| Calton & Associates, Inc. | 0.10% | Add +2.7% | 3,091 | $672K |
| Greenwood Gearhart LLC | 0.04% | New | 3,089 | $671K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +1.2% | 3,085 | $670K |
| American Trust | 0.06% | Add +6.2% | 3,081 | $669K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -1.2% | 3,080 | $669K |
| Tennessee Valley Asset Management Partners | 0.09% | Add +7.2% | 3,078 | $669K |
| Yukon Wealth Management, Inc. | 0.40% | Reduce -3.5% | 3,074 | $668K |
| Pointe Capital Management LLC | 0.33% | No change | 3,074 | $668K |
| Nikulski Financial, Inc. | 0.16% | Reduce -72.9% | 3,054 | $664K |
| LJI Wealth Management, LLC | 0.11% | Add +5.9% | 3,040 | $660K |
| Townsend Asset Management Corp. /NC/ | 0.24% | Add +8.5% | 3,039 | $660K |
| Legacies Wealth LLC | 0.42% | Reduce -16.0% | 3,036 | $660K |
| Eagle Rock Investment Company, LLC | 0.10% | Add +1.0% | 3,025 | $657K |
| Elevated Financial Group LLC | 0.22% | Reduce -1.3% | 3,023 | $657K |
| Beckerman Institutional, LLC | 0.35% | No change | 3,024 | $657K |
| Avant Financial Advisors LLC | 0.46% | No change | 3,018 | $656K |
| Wealth Management Nebraska | 0.07% | New | 3,016 | $655K |
| TCI Wealth Advisors, Inc. | 0.03% | Add +1.5% | 3,015 | $655K |
| Droms Strauss Advisors Inc. /Mo/ | 0.17% | Reduce -1.3% | 3,011 | $654K |
| Woodside Wealth Management LLC | 0.51% | No change | 3,009 | $654K |
| Weik Capital Management | 0.26% | No change | 3,000 | $652K |
| Modern Wealth Management, LLC | 0.01% | Reduce -4.5% | 2,987 | $652K |
| Centaurus Financial, Inc. | 0.03% | Add +1.1% | 2,993 | $650K |
| Blom & Howell Financial Planning, Inc. | 0.63% | Reduce -28.8% | 2,976 | $647K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +24.4% | 2,975 | $646K |
| Roble, Belko & Company, Inc | 0.08% | Add +137.9% | 2,957 | $642K |
| RHS Financial, LLC | 0.30% | Reduce -5.0% | 2,942 | $639K |
| MorganRosel Wealth Management, LLC | 0.25% | Reduce -25.2% | 2,941 | $639K |
| Magnolia Private Wealth, LLC | 0.43% | Reduce -2.6% | 2,938 | $638K |
| National Bank of Canada | 0.00% | Reduce -3.2% | 2,924 | $635K |
| SageView Advisory Group, LLC | 0.02% | Reduce -23.8% | 2,911 | $633K |
| Russell Investments Group, Ltd. | 0.00% | Add +12.7% | 2,910 | $632K |
| Community Bank, N.A. | 0.08% | No change | 2,905 | $631K |
| Provident Living Financial Services, Inc. | 0.70% | Add +0.6% | 2,903 | $631K |
| Gibson Capital, LLC | 0.12% | No change | 2,899 | $630K |
| Comprehensive Money Management Services LLC | 0.41% | Add +1.2% | 2,898 | $630K |
| Anderson Hoagland & Co. | 0.05% | No change | 2,881 | $626K |
| Cozad Asset Management Inc. | 0.05% | Add +17.6% | 2,875 | $624K |
| FSM Wealth Advisors, LLC | 0.08% | Add +1.3% | 2,871 | $624K |
| Cassady Wealth & Retirement Planning, LLC | 0.32% | Reduce -11.0% | 2,684 | $624K |
| ERn Financial, LLC | 0.12% | Add +3.1% | 2,869 | $623K |
| Glenview Trust Co | 0.01% | Add +6.5% | 2,860 | $621K |
| Centurion Wealth Management LLC | 0.14% | Reduce -1.4% | 2,854 | $620K |
| Evermay Wealth Management LLC | 0.07% | Reduce -1.0% | 2,850 | $619K |
| Strathmore Capital Advisors, Inc. | 0.17% | Reduce -17.5% | 2,674 | $617K |
| Hoxton Planning & Management, LLC | 0.18% | Reduce -4.8% | 2,828 | $614K |
| Investmark Advisory Group LLC | 0.26% | Add +3.7% | 2,821 | $613K |
| Triumph Capital Management | 0.13% | Reduce -5.6% | 2,820 | $613K |
| Godsey & Gibb, Inc. | 0.05% | Add +0.7% | 2,816 | $612K |
| FWG Investments, LLC. | 0.39% | Add +0.4% | 2,808 | $610K |
| Lakewood Asset Management LLC | 0.39% | Reduce -4.7% | 2,778 | $603K |
| BLB&B Advisors, LLC | 0.02% | Reduce -4.7% | 2,775 | $603K |
| Empirical Asset Management, LLC | 0.16% | No change | 2,765 | $601K |
| Avant Capital LLC | 0.42% | Reduce -15.0% | 2,756 | $599K |
| Galvin, Gaustad & Stein, LLC | 0.05% | No change | 2,749 | $597K |
| Integrity Advisory Solutions, LLC | 0.08% | Reduce -9.8% | 2,741 | $596K |
| Arbor Trust Wealth Advisors, LLC | 0.26% | Reduce -2.0% | 2,739 | $595K |
| Potentia Wealth | 0.23% | No change | 2,739 | $595K |
| Principia Wealth Advisory, LLC | 0.34% | Reduce -44.9% | 2,733 | $594K |
| Quarry Hill Advisors, LLC | 0.24% | Reduce -0.7% | 2,550 | $592K |
| Carnegie Investment Counsel | 0.01% | Add +16.0% | 2,721 | $591K |
| Windsor Advisory Group, LLC | 0.49% | No change | 2,720 | $591K |
| Fiduciary Trust Co | 0.01% | Add +88.6% | 2,714 | $590K |
| Pennington Partners & Co., LLC | 0.20% | Add +146.9% | 2,711 | $589K |
| Frederick Financial Consultants, LLC | 0.29% | No change | 2,700 | $586K |
| Tactive Advisors, LLC | 0.17% | Reduce -17.3% | 2,698 | $586K |
| Stonebridge Financial Planning Group, LLC | 0.22% | Reduce -3.6% | 2,696 | $586K |
| Aviso Wealth Management | 0.26% | No change | 2,685 | $583K |
| Petix & Botte Co | 0.26% | Reduce -51.2% | 2,685 | $583K |
| Apollon Financial, LLC | 0.08% | Add +0.1% | 2,677 | $582K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -8.1% | 2,669 | $580K |
| Selective Wealth Management, Inc. | 0.17% | Reduce -0.2% | 2,531 | $580K |
| Integrated Wealthcare, LLC | 0.48% | Add +0.2% | 2,666 | $579K |
| Greenline Partners, LLC | 0.06% | No change | 2,660 | $578K |
| Tyche Wealth Partners LLC | 0.09% | Add +0.0% | 2,648 | $575K |
| First National Bank Sioux Falls | 0.16% | No change | 2,514 | $574K |
| Diversified Trust Co. | 0.01% | Add +53.6% | 2,639 | $573K |
| WoodTrust Financial Corp | 0.07% | Reduce -14.0% | 2,638 | $573K |
| Private Trust Co. NA | 0.05% | Reduce -3.2% | 2,637 | $573K |
| UNIVEST FINANCIAL Corp | 0.03% | Reduce -0.2% | 2,635 | $572K |
| Hexagon Capital Partners LLC | 0.08% | New | 2,633 | $572K |
| Axis Wealth Partners, LLC | 0.30% | Reduce -8.2% | 2,627 | $571K |
| Foundations Investment Advisors, LLC | 0.01% | Add +14.3% | 2,617 | $569K |
| Three Bearings Fiduciary Advisors, Inc. | 0.55% | Reduce -0.2% | 2,615 | $568K |
| TFO Wealth Partners, LLC | 0.08% | Add +0.4% | 2,610 | $567K |
| Collaborative Wealth Managment Inc. | 0.26% | Reduce -10.1% | 2,606 | $566K |
| Smith Thornton Advisors LLC | 0.28% | No change | 2,602 | $565K |
| Dala Group, LLC | 0.47% | Reduce -52.0% | 2,601 | $563K |
| Kathmere Capital Management, LLC | 0.03% | Reduce -46.5% | 2,577 | $560K |
| Gilpin Wealth Management, LLC | 0.44% | Reduce -1.6% | 2,574 | $559K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -81.3% | 2,568 | $558K |
| Kastel Capital Advisors, LLC | 0.34% | No change | 2,619 | $555K |
| Woodmont Investment Counsel LLC | 0.03% | Reduce -15.8% | 2,522 | $548K |
| McMill Wealth Management | 0.15% | Add +0.2% | 2,520 | $547K |
| Guardian Wealth Management, Inc. | 0.30% | Reduce -1.6% | 2,502 | $544K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -5.1% | 2,492 | $541K |
| Leo H. Evart, Inc. | 0.46% | — | 2,491 | $541K |
| Family Investment Center, Inc. | 0.10% | Reduce -7.2% | 2,479 | $538K |
| Pinnacle Bancorp, Inc. | 0.16% | Add +24.6% | 2,469 | $536K |
| Key Client Fiduciary Advisors, LLC | 0.18% | Add +0.2% | 2,467 | $536K |
| DeLarme Wealth Management, Inc. | 0.34% | Reduce -0.9% | 2,464 | $535K |
| Atticus Wealth Management, LLC | 0.14% | Reduce -1.8% | 2,459 | $534K |
| SCS Capital Management LLC | 0.01% | Reduce -10.7% | 2,459 | $534K |
| Prosperity Consulting Group, LLC | 0.02% | No change | 2,455 | $533K |
| Red Wave Investments LLC | 0.16% | Reduce -0.3% | 2,454 | $533K |
| Manske Wealth Management | 0.15% | Add +125.4% | 2,450 | $532K |
| XY Planning Network, Inc. | 0.08% | Reduce -18.7% | 2,436 | $531K |
| HighPoint Advisor Group LLC | 0.02% | Add +5.6% | 2,431 | $528K |
| Precedent Wealth Partners, LLC | 0.11% | Reduce -2.3% | 2,418 | $525K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -13.6% | 2,418 | $525K |
| Cascade Financial Partners, LLC | 0.05% | Reduce -0.3% | 2,404 | $522K |
| Tsfg, LLC | 0.08% | No change | 2,398 | $521K |
| Rinkey Investments | 0.13% | No change | 2,392 | $520K |
| GreatBanc Trust CO | 0.36% | Reduce -13.3% | 2,390 | $519K |
| Valmark Advisers, Inc. | 0.01% | Add +0.9% | 2,387 | $519K |
| Fort Sheridan Advisors LLC | 0.06% | New | 2,385 | $518K |
| Manuka Financial, LLC | 0.32% | No change | 2,380 | $517K |
| Landmark Wealth Management, LLC | 0.14% | Add +1.2% | 2,373 | $516K |
| Orleans Capital Management Corp. | 0.35% | No change | 2,373 | $516K |
| Legacy Private Trust Co. | 0.03% | Add +0.7% | 2,367 | $514K |
| Lodestone Wealth Management LLC | 0.20% | Reduce -4.9% | 2,355 | $512K |
| NorthStar Asset Management LLC | 0.25% | Reduce -0.2% | 2,341 | $509K |
| Roffman Miller Associates Inc. | 0.03% | Add +0.6% | 2,335 | $507K |
| Camelot Technology Advisors, Inc. | 0.37% | Add +0.2% | 2,330 | $506K |
| Montag A & Associates Inc. | 0.02% | No change | 2,311 | $503K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +22.8% | 2,313 | $502K |
| Taylor & Morgan Wealth Management, LLC | 0.29% | Reduce -0.4% | 2,312 | $502K |
| Staley Capital Advisers Inc. | 0.02% | No change | 2,311 | $502K |
| Round Rock Advisors LLC | 0.08% | Reduce -1.1% | 2,309 | $502K |
| West Financial Advisors, LLC | 0.08% | No change | 2,303 | $500K |
| AIMZ Investment Advisors, LLC | 0.15% | Reduce -1.1% | 2,300 | $500K |
| Exchange Bank | 0.35% | Add +4.3% | 2,293 | $498K |
| Burling Wealth Partners, LLC | 0.08% | Add +15.1% | 2,290 | $498K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Add +0.2% | 2,260 | $491K |
| Hardin Capital Partners, LLC | 0.23% | Add +5.5% | 2,256 | $490K |
| Murphy & Mullick Capital Management Corp | 0.36% | Reduce -3.4% | 2,249 | $489K |
| Fidelis Capital Partners, LLC | 0.03% | No change | 2,247 | $488K |
| Narus Financial Partners, LLC | 0.13% | Reduce -8.1% | 2,244 | $488K |
| Fidelity D & D Bancorp Inc. | 0.20% | Reduce -1.2% | 2,239 | $486K |
| Paulson Wealth Management Inc. | 0.11% | Reduce -16.1% | 2,222 | $483K |
| Dearborn Partners LLC | 0.03% | Add +48.0% | 2,221 | $483K |
| Apeiron RIA LLC | 0.11% | Add +0.2% | 2,213 | $481K |
| IPG Investment Advisors LLC | 0.08% | No change | 2,211 | $480K |
| Doliver Advisors, LP | 0.11% | New | 2,208 | $480K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -39.1% | 2,201 | $478K |
| Bearing Point Capital, LLC | 0.07% | Reduce -0.8% | 2,200 | $478K |
| Coastwise Capital Group, LLC | 0.27% | Add +0.5% | 2,197 | $477K |
| Versant Capital Management, Inc | 0.05% | Add +1.4% | 2,186 | $475K |
| Align Financial, LLC | 0.27% | Reduce -99.5% | 2,178 | $473K |
| SBI Securities Co., Ltd. | 0.01% | Add +0.8% | 2,172 | $472K |
| Root Financial Partners, LLC | 0.02% | Reduce -0.9% | 2,159 | $469K |
| Bell Investment Advisors, Inc | 0.07% | Reduce -0.2% | 2,155 | $468K |
| Dimension Capital Management LLC | 0.07% | New | 2,154 | $468K |
| Ariadne Wealth Management, LP | 0.21% | No change | 2,145 | $466K |
| Pettyjohn, Wood & White, Inc. | 0.07% | No change | 2,120 | $461K |
| Nottingham Advisors, Inc. | 0.06% | Add +0.2% | 2,113 | $459K |
| Dominguez Wealth Management Solutions, Inc. | 0.28% | Reduce -0.5% | 2,106 | $457K |
| Iowa State Bank | 0.08% | Reduce -17.1% | 2,099 | $456K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -9.2% | 2,096 | $455K |
| Drucker Wealth 3.0, LLC | 0.08% | Reduce -3.0% | 2,096 | $455K |
| Ceera Investments, LLC | 0.20% | Add +5.8% | 2,093 | $455K |
| JMN Financial LLC | 0.44% | Add +2.9% | 2,072 | $450K |
| Financial Futures Ltd Liability Co. | 0.20% | Reduce -1.0% | 2,066 | $449K |
| Synergy Asset Management, LLC | 0.05% | Add +89.3% | 2,065 | $449K |
| Pension & Wealth Management Advisors, Inc. | 0.13% | Add +0.5% | 2,062 | $448K |
| Callan Family Office, LLC | 0.01% | Reduce -2.8% | 2,060 | $447K |
| Barnes Pettey Financial Advisors, LLC | 0.19% | Add +1.0% | 2,058 | $447K |
| Copia Wealth Management | 0.31% | Reduce -22.6% | 2,056 | $447K |
| Elevation Wealth Partners, LLC | 0.16% | Reduce -1.5% | 2,040 | $443K |
| Prospect Financial Services LLC | 0.27% | Add +44.0% | 2,035 | $442K |
| Compass Capital Management, Inc. | 0.03% | Reduce -4.9% | 2,035 | $442K |
| National Wealth Management Group, LLC | 0.16% | Reduce -21.3% | 2,027 | $440K |
| Clear Creek Financial Management, LLC | 0.03% | Add +8.7% | 2,027 | $440K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.20% | New | 2,024 | $440K |
| Washington Trust Advisors, Inc. | 0.04% | Add +0.1% | 2,022 | $439K |
| Ballentine Capital Advisors, Inc | 0.18% | No change | 2,022 | $439K |
| Villere St Denis J & Co. LLC | 0.05% | No change | 2,022 | $439K |
| Wilson & Boucher Capital Management, LLC | 0.29% | No change | 2,021 | $439K |
| Retirement Financial Solutions, LLC | 0.13% | Add +0.6% | 2,013 | $437K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -1.8% | 2,009 | $436K |
| Bantamac Capital, LLC | 0.32% | No change | 2,000 | $435K |
| Rathbones Group PLC | 0.00% | No change | 2,000 | $435K |
| Athena Investment Management | 0.23% | No change | 1,998 | $434K |
| Lodestar Private Asset Management LLC | 0.04% | Reduce -0.1% | 1,995 | $433K |
| Confluence Wealth Services, Inc. | 0.02% | Add +4.6% | 1,994 | $433K |
| Cerity Partners Retirement Plan Advisors LLC | 0.22% | — | 1,992 | $433K |
| Provident Wealth Management, LLC | 0.13% | Reduce -3.3% | 1,989 | $432K |
| CoreCap Advisors, LLC | 0.01% | Add +11.0% | 1,985 | $431K |
| Security National Bank of So Dak | 0.21% | Add +108.0% | 1,984 | $431K |
| Accredited Investors Inc. | 0.02% | Add +2.1% | 1,983 | $431K |
| South Shore Capital Advisors | 0.31% | Reduce -1.5% | 1,979 | $430K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +19.5% | 1,976 | $429K |
| Quadrant Capital Group LLC | 0.01% | No change | 1,963 | $426K |
| Gemmer Asset Management LLC | 0.03% | Add +0.4% | 1,962 | $426K |
| Huntington National Bank | 0.00% | New | 1,961 | $426K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.4% | 1,821 | $425K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -7.8% | 1,955 | $425K |
| Adamsbrown Wealth Consultants LLC | 0.11% | Add +1.0% | 1,955 | $425K |
| Walter & Keenan Wealth Management LLC /in/ | 0.12% | Reduce -3.3% | 1,946 | $423K |
| Grand Wealth Management, LLC | 0.20% | Add +0.6% | 1,945 | $423K |
| Client 1ST Advisory Group, LLC | 0.13% | No change | 1,945 | $423K |
| Investment Insight Wealth Management, LLC | 0.45% | Add +0.2% | 1,939 | $421K |
| CM Wealth Advisors LLC | 0.09% | No change | 1,926 | $418K |
| BCR Wealth Strategies, LLC | 0.13% | Reduce -37.8% | 1,919 | $416K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -0.3% | 1,912 | $415K |
| Skyline Advisors, Inc. | 0.14% | No change | 1,911 | $415K |
| Winthrop Capital Management, LLC | 0.11% | Reduce -5.9% | 1,909 | $415K |
| Rexford Capital Inc. | 0.29% | No change | 1,900 | $413K |
| Aspen Grove Capital, LLC | 0.08% | No change | 1,900 | $413K |
| Argentarii, LLC | 0.14% | Add +9.0% | 1,898 | $412K |
| SeedSafe Financial LLC | 0.34% | No change | 1,893 | $411K |
| Pacific Park Financial, Inc. | 0.27% | New | 1,887 | $410K |
| TritonPoint Partners, LLC | 0.15% | Reduce -10.0% | 1,877 | $408K |
| Invst, LLC | 0.05% | Add +14.1% | 1,874 | $407K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -5.4% | 1,873 | $407K |
| Ridgewood Investments LLC | 0.17% | — | 1,861 | $404K |
| Twin Focus Capital Partners, LLC | 0.05% | No change | 1,850 | $402K |
| Cypress Wealth Services, LLC | 0.06% | No change | 1,844 | $401K |
| Solutions 4 Wealth, Ltd | 0.60% | No change | 1,841 | $400K |
| CGC Financial Services, LLC | 0.12% | No change | 1,841 | $400K |
| Investments & Financial Planning, LLC | 0.22% | Reduce -0.4% | 1,839 | $399K |
| Thayer Partners, LLC / MA | 0.19% | Add +1.1% | 1,837 | $399K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -4.6% | 1,837 | $399K |
| Richard P Slaughter Associates Inc | 0.09% | Reduce -10.8% | 1,835 | $399K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 1,812 | $398K |
| Old North State Wealth Management, LLC | 0.18% | Reduce -0.3% | 1,825 | $398K |
| Evercore Wealth Management, LLC | 0.01% | No change | 1,827 | $397K |
| Next Level Private LLC | 0.09% | Add +0.3% | 1,819 | $395K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -2.9% | 1,856 | $393K |
| Summit Financial Strategies, Inc. | 0.03% | Add +1.7% | 1,803 | $392K |
| Range Advisory, LLC | 0.07% | Add +4.8% | 1,796 | $390K |
| MWA Asset Management | 0.21% | Add +0.8% | 1,794 | $390K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 1,791 | $389K |
| Uptown Financial Advisors LLC | 0.31% | No change | 1,788 | $388K |
| Guidance Capital, Inc. | 0.09% | Reduce -12.5% | 1,670 | $388K |
| Sterling Investment Counsel, LLC | 0.11% | Add +4.3% | 1,781 | $387K |
| Carnegie Lake Advisors LLC | 0.15% | Reduce -2.7% | 1,775 | $386K |
| NWF Advisory Services Inc. | 0.04% | No change | 1,773 | $385K |
| Cutler Investment Counsel LLC | 0.04% | No change | 1,763 | $383K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Add +42.3% | 1,755 | $381K |
| Vista Capital Partners, Inc. | 0.04% | Add +1.0% | 1,746 | $379K |
| Stewardship Advisors, LLC | 0.09% | Add +15.7% | 1,740 | $378K |
| Cove Private Wealth, LLC | 0.09% | Reduce -71.8% | 1,740 | $378K |
| Ethos Financial Group, LLC | 0.03% | New | 1,735 | $377K |
| Essential Partners LLC | 0.13% | Add +3.5% | 1,733 | $376K |
| New Hampshire Trust | 0.08% | Add +2.1% | 1,723 | $374K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 1,721 | $374K |
| KMG Fiduciary Partners, LLC | 0.03% | Add +14.0% | 1,715 | $373K |
| Berman McAleer LLC | 0.05% | No change | 1,706 | $371K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.2% | 1,705 | $371K |
| Melfa Wealth Management, Inc. | 0.21% | Add +0.4% | 1,703 | $370K |
| Seed Wealth Management, Inc. | 0.25% | No change | 1,700 | $369K |
| Argent Advisors, Inc. | 0.10% | Add +13.3% | 1,700 | $369K |
| Penobscot Wealth Management | 0.11% | Add +7.7% | 1,697 | $369K |
| TPG Advisors LLC | 0.23% | No change | 1,696 | $368K |
| Bradley & Co. Private Wealth Management, LLC | 0.19% | Add +235.0% | 1,695 | $368K |
| PFG Investments, LLC | 0.02% | Add +6.6% | 1,693 | $368K |
| Brightwater Advisory LLC | 0.24% | Reduce -0.9% | 1,688 | $367K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Add +1.0% | 1,686 | $366K |
| Sonoma Private Wealth LLC | 0.45% | Reduce -3.1% | 1,683 | $366K |
| HSBC Holdings PLC | 0.00% | No change | 1,670 | $363K |
| Fisher Asset Management | 0.00% | Reduce -6.5% | 1,663 | $361K |
| West Bancorporation Inc. | 0.18% | New | 1,662 | $361K |
| New England Private Wealth Advisors LLC | 0.04% | Add +0.6% | 1,657 | $360K |
| BWM Planning, LLC | 0.09% | No change | 1,655 | $360K |
| Jag Capital Management, LLC | 0.04% | No change | 1,655 | $360K |
| Aureus Asset Management, LLC | 0.02% | New | 1,641 | $357K |
| Mb, Levis & Associates, LLC | 0.15% | Add +23.8% | 1,635 | $355K |
| Semitam Bonam LLC | 0.29% | No change | 1,630 | $354K |
| Curated Wealth Partners LLC | 0.04% | Reduce -15.6% | 1,628 | $354K |
| Annandale Capital, LLC | 0.06% | No change | 1,625 | $353K |
| Murphy Pohlad Asset Management LLC | 0.13% | Add +17.4% | 1,624 | $353K |
| Clark Capital Management Group, Inc. | 0.00% | Add +17.3% | 1,623 | $353K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | No change | 1,621 | $352K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -0.8% | 1,619 | $352K |
| Procyon Advisors, LLC | 0.02% | Reduce -42.2% | 1,603 | $348K |
| Crusonia Wealth Advisors LLC | 0.07% | Reduce -10.3% | 1,601 | $348K |
| Willis Johnson & Associates, Inc. | 0.02% | Reduce -0.8% | 1,598 | $347K |
| Berger Financial Group, Inc | 0.02% | Add +33.0% | 1,597 | $347K |
| Marco Investment Management LLC | 0.03% | No change | 1,593 | $346K |
| Appleton Partners Inc. | 0.02% | No change | 1,591 | $346K |
| Mosley Wealth Management | 0.16% | Reduce -14.6% | 1,651 | $344K |
| Barlow Wealth Partners, LLC | 0.04% | No change | 1,482 | $344K |
| 1ST Source Bank | 0.02% | No change | 1,583 | $344K |
| Eastern Bank | 0.01% | Add +253.3% | 1,583 | $344K |
| Columbia Asset Management | 0.07% | No change | 1,573 | $342K |
| Dakota Wealth Management | 0.01% | No change | 1,570 | $341K |
| Keystone Financial Group | 0.02% | Add +1.0% | 1,568 | $341K |
| Capasso Planning Partners LLC | 0.18% | Add +0.2% | 1,568 | $341K |
| North Capital, Inc. | 0.29% | Add +0.6% | 1,564 | $340K |
| LongView Wealth Management | 0.08% | Reduce -67.8% | 1,483 | $338K |
| MOR Wealth Management, LLC | 0.15% | No change | 1,555 | $338K |
| Uhlmann Price Securities, LLC | 0.02% | Add +0.6% | 1,554 | $338K |
| LWM Advisors Inc. | 0.29% | Add +0.2% | 1,547 | $336K |
| Performance Wealth Partners, LLC | 0.01% | Add +46.4% | 1,539 | $334K |
| Integrity Financial Corp | 0.17% | Reduce -32.1% | 1,536 | $334K |
| Gilliland Jeter Wealth Management LLC | 0.10% | No change | 1,536 | $334K |
| Principal Financial Group Inc. | 0.00% | Reduce -21.3% | 1,535 | $334K |
| Outbound Financial Inc | 0.25% | No change | 1,535 | $333K |
| Vantage Point Financial LLC | 0.12% | Reduce -12.5% | 1,534 | $333K |
| Milestone Asset Management Group, LLC | 0.19% | Reduce -0.7% | 1,534 | $333K |
| GM Advisory Group, LLC | 0.01% | Reduce -16.5% | 1,525 | $331K |
| Montis Financial, LLC | 0.07% | Reduce -35.8% | 1,516 | $329K |
| Thrive Wealth Management, LLC | 0.05% | Reduce -0.3% | 1,505 | $327K |
| My Personal CFO, LLC | 0.14% | Add +0.3% | 1,500 | $326K |
| New Covenant Trust Company, N.A. | 0.29% | Reduce -5.8% | 1,499 | $326K |
| Vestia Personal Wealth Advisors | 0.15% | Add +0.3% | 1,490 | $324K |
| KDK Private Wealth Management, LLC | 0.30% | Reduce -1.8% | 1,490 | $324K |
| Pearl Planning LLC | 0.17% | No change | 1,490 | $324K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Reduce -8.6% | 1,486 | $323K |
| Roman Butler Fullerton & Co. | 0.09% | Add +0.1% | 1,432 | $323K |
| Keel Point, LLC | 0.02% | Reduce -4.9% | 1,481 | $322K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.1% | 1,475 | $321K |
| Solstein Capital, LLC | 0.13% | Add +0.6% | 1,472 | $320K |
| Bonfire Financial | 0.24% | Add +5.6% | 1,471 | $320K |
| AA Financial Advisors, LLC | 0.04% | New | 1,471 | $320K |
| Salus Financial Advisors, LLC | 0.19% | Reduce -5.7% | 1,468 | $319K |
| Flagstar Securities, Inc. | 0.11% | Add +0.3% | 1,461 | $317K |
| Lazari Capital Management, Inc. | 0.11% | Add +0.6% | 1,458 | $317K |
| Jeppson Wealth Management, LLC | 0.10% | Add +0.2% | 1,458 | $317K |
| Curi Capital, LLC | 0.01% | Add +13.0% | 1,456 | $316K |
| Accurate Wealth Management, LLC | 0.04% | Reduce -53.0% | 1,404 | $316K |
| Meredith Wealth Planning | 0.09% | No change | 1,447 | $314K |
| Altiora Financial Group, LLC | 0.05% | No change | 1,441 | $313K |
| Rothschild Investment LLC | 0.02% | Add +45.1% | 1,438 | $312K |
| Florida Financial Advisors, LLC | 0.07% | New | 1,434 | $312K |
| Gambit Capital Management, LLC | 0.22% | Reduce -20.2% | 1,433 | $311K |
| Harbor Asset Planning, Inc. | 0.26% | Add +0.6% | 1,432 | $311K |
| Park Edge Advisors, LLC | 0.07% | No change | 1,431 | $311K |
| Simplicity Wealth,LLC | 0.02% | New | 1,429 | $310K |
| Axim Planning & Wealth | 0.38% | Add +15.4% | 1,422 | $309K |
| W.H. Cornerstone Investments Inc. | 0.19% | Add +0.6% | 1,421 | $309K |
| Holland Advisory Services, Inc. | 0.41% | Add +0.2% | 1,420 | $308K |
| Yoder Wealth Management, Inc. | 0.14% | No change | 1,417 | $308K |
| Sage Financial Management Group, Inc. | 0.09% | No change | 1,415 | $307K |
| Ocean Park Asset Management, LLC | 0.02% | Reduce -12.3% | 1,413 | $307K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -12.3% | 1,413 | $307K |
| Finward Bancorp | 0.24% | Reduce -13.5% | 1,406 | $305K |
| Strategic Financial Services, Inc. | 0.01% | No change | 1,405 | $305K |
| ICONIQ Capital, LLC | 0.01% | Add +0.1% | 1,399 | $304K |
| Inspire Advisors, LLC | 0.02% | Add +1.8% | 1,397 | $303K |
| Wrapmanager Inc. | 0.11% | Reduce -7.8% | 1,396 | $303K |
| Team Hewins, LLC | 0.09% | Reduce -12.0% | 1,390 | $302K |
| SVB Wealth LLC | 0.02% | Reduce -7.3% | 1,390 | $302K |
| Sound Income Strategies, LLC | 0.01% | Reduce -6.5% | 1,383 | $302K |
| Western Pacific Wealth Management, LP | 0.31% | New | 1,384 | $301K |
| Sovran Advisors, LLC | 0.02% | Reduce -5.3% | 1,293 | $301K |
| Debussy Capital Management LP | 0.04% | No change | 1,383 | $300K |
| Tradewinds, LLC. | 0.10% | Add +12.8% | 1,295 | $300K |
| Schrum Private Wealth Management LLC | 0.23% | Add +10.1% | 1,379 | $300K |
| RFG - Bristol Wealth Advisors, LLC | 0.08% | Reduce -32.4% | 1,376 | $299K |
| Independent Wealth Network Inc. | 0.09% | Add +16.6% | 1,366 | $297K |
| Milestone Investment Advisors LLC | 0.07% | No change | 1,366 | $297K |
| Founders Financial Alliance, LLC | 0.05% | Add +348.2% | 1,358 | $295K |
| First Heartland Consultants, Inc. | 0.02% | No change | 1,348 | $293K |
| DecisionMap Wealth Management, LLC | 0.19% | Reduce -2.5% | 1,336 | $290K |
| Headinvest, LLC | 0.06% | No change | 1,325 | $288K |
| Hippocratic Financial Advisors, LLC | 0.13% | No change | 1,323 | $287K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 1,319 | $287K |
| Gilman Hill Asset Management, LLC | 0.04% | No change | 1,318 | $286K |
| HHM Wealth Advisors, LLC | 0.03% | Reduce -27.6% | 1,318 | $286K |
| Claris Advisors, LLC / Mo / | 0.09% | No change | 1,315 | $286K |
| Key Financial Inc | 0.05% | Add +6.5% | 1,313 | $285K |
| Prudent Investors Network, Inc. | 0.06% | Add +22.1% | 1,312 | $285K |
| Passive Capital Management, LLC. | 0.09% | No change | 1,310 | $285K |
| Advocacy Wealth Management, LLC | 0.01% | No change | 1,305 | $284K |
| Kraft, Davis & Associates, LLC | 0.06% | No change | 1,219 | $283K |
| Amplius Wealth Advisors, LLC | 0.02% | Add +0.1% | 1,302 | $283K |
| Vilga Financial Planning LLC | 0.25% | New | 1,301 | $283K |
| Wealth Quarterback LLC | 0.11% | Add +0.4% | 1,291 | $280K |
| WealthTrak Capital Management LLC | 0.20% | Reduce -0.1% | 1,290 | $280K |
| Robinson Smith Wealth Advisors LLC | 0.19% | Reduce -14.1% | 1,287 | $280K |
| Austin Wealth Management, LLC | 0.06% | Reduce -34.9% | 1,272 | $279K |
| Brady Martz Wealth Solutions, LLC | 0.05% | No change | 1,282 | $279K |
| Xxi Wealth, LLC | 0.16% | Add +0.1% | 1,281 | $278K |
| Iams Wealth Management, LLC | 0.10% | Reduce -0.8% | 1,277 | $278K |
| Lynx Investment Advisory | 0.13% | New | 1,276 | $277K |
| Cherry Creek Investment Advisors, Inc. | 0.12% | Add +0.8% | 1,269 | $276K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 1,298 | $276K |
| Foundation Wealth Management, LLC\PA | 0.10% | No change | 1,266 | $275K |
| Titleist Asset Management, LLC | 0.02% | Add +0.6% | 1,265 | $275K |
| Harbour Capital Advisors, LLC | 0.05% | No change | 1,187 | $275K |
| Ti-Trust, Inc. | 0.16% | New | 1,263 | $274K |
| TFC Financial Management, Inc. | 0.03% | Add +1.3% | 1,258 | $273K |
| Rothschild Capital Partners, LLC | 0.07% | Add +23.8% | 1,258 | $273K |
| Colonial Trust Co / SC | 0.04% | No change | 1,253 | $272K |
| Tower Bridge Advisors | 0.03% | New | 1,250 | $272K |
| Evensky & Katz LLC | 0.02% | Reduce -11.8% | 1,248 | $271K |
| Crumly & Associates Inc. | 0.06% | Add +25.7% | 1,242 | $270K |
| Ares Financial Consulting, LLC | 0.21% | Add +0.1% | 1,237 | $270K |
| Winthrop Advisory Group LLC | 0.02% | No change | 1,237 | $269K |
| Integral Investment Advisors, Inc. | 0.07% | No change | 1,237 | $269K |
| Legacy Advisors, LLC | 0.03% | No change | 1,235 | $268K |
| Park Place Capital Corp | 0.05% | Add +0.1% | 1,233 | $268K |
| L. Roy Papp & Associates, LLP | 0.03% | Add +0.6% | 1,232 | $268K |
| Aprio Wealth Management, LLC | 0.01% | New | 1,231 | $268K |
| Lexington Hill Partners, LLC | 0.15% | Add +0.6% | 1,226 | $266K |
| Crewe Advisors LLC | 0.02% | Add +1.5% | 1,215 | $264K |
| Harvest Investment Services, LLC | 0.05% | Add +25.7% | 1,213 | $264K |
| Intelligence Driven Advisers, LLC | 0.05% | Add +0.6% | 1,213 | $263K |
| United Financial Planning Group LLC | 0.16% | Add +2138.9% | 1,209 | $263K |
| Fell Capital Management | 0.25% | No change | 1,208 | $262K |
| Tandem Financial, LLC | 0.09% | New | 1,205 | $262K |
| TruWealth Advisors, LLC | 0.01% | No change | 1,203 | $261K |
| Hazlett, Burt & Watson, Inc. | 0.08% | Add +0.1% | 1,202 | $261K |
| Renaissance Technologies | 0.00% | New | 1,200 | $261K |
| Balboa Wealth Partners | 0.04% | Reduce -4.0% | 1,192 | $259K |
| RCS Financial Planning, LLC | 0.13% | No change | 1,189 | $258K |
| Walleye Partners, LLC | 0.32% | Reduce -6.5% | 1,188 | $258K |
| PGIM Custom Harvest LLC | 0.00% | Add +0.3% | 1,187 | $258K |
| WNY Asset Management, LLC | 0.03% | — | 1,186 | $258K |
| SilverOak Wealth Management LLC | 0.04% | No change | 1,181 | $257K |
| Romano Brothers and Company | 0.03% | No change | 1,181 | $257K |
| Gilbert & Cook, Inc. | 0.03% | No change | 1,170 | $254K |
| Security National Bank of Sioux City Iowa | 0.15% | New | 1,166 | $253K |
| N.E.W. Advisory Services LLC | 0.02% | Add +0.1% | 1,161 | $252K |
| Andrews, Lucia Wealth Management LLC | 0.15% | No change | 1,160 | $252K |
| Daviman Financial, LLC | 0.15% | Reduce -13.0% | 1,155 | $251K |
| Wetzel Investment Advisors, Inc. | 0.10% | New | 1,153 | $250K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -11.3% | 1,151 | $250K |
| Bayban | 0.22% | No change | 1,150 | $250K |
| Ehrlich Financial Group | 0.14% | Reduce -1.2% | 1,150 | $250K |
| Advisors Capital Management, LLC | 0.00% | Add +7.9% | 1,148 | $250K |
| Capital Group Private Client Services, Inc. | 0.00% | Add +3.6% | 1,148 | $249K |
| Beacon Financial Planning, Inc. | 0.10% | New | 1,145 | $249K |
| Granville Capital, Inc. | 0.13% | No change | 1,142 | $248K |
| Financial Gravity Asset Management, Inc. | 0.04% | No change | 1,138 | $247K |
| Sargent Investment Group, LLC | 0.03% | Add +7.3% | 1,137 | $247K |
| Chapman Financial Group, LLC | 0.18% | Reduce -53.1% | 1,134 | $246K |
| Van Diest Capital, LLC | 0.19% | New | 1,134 | $246K |
| Merrithew & Thorsten Inc | 0.23% | Add +0.6% | 1,130 | $245K |
| Aquire Wealth Advisors, LLC | 0.06% | Reduce -0.7% | 1,125 | $244K |
| World Equity Group, Inc. | 0.06% | Reduce -14.8% | 1,124 | $244K |
| Defined Wealth Management, LLC | 0.14% | Reduce -0.1% | 1,123 | $244K |
| Omega Financial Group, LLC | 0.08% | Add +4.8% | 1,122 | $244K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Add +0.4% | 1,121 | $244K |
| Lauterbach Financial Advisors, LLC | 0.12% | No change | 1,117 | $243K |
| Horst & Graben Wealth Management LLC | 0.03% | Add +8.7% | 1,046 | $242K |
| Jackson, Grant Investment Advisers, Inc. | 0.08% | Add +0.5% | 1,112 | $242K |
| Keating Financial Advisory Services, Inc. | 0.04% | Add +46.0% | 1,111 | $241K |
| RFG Holdings, Inc. | 0.06% | Add +0.3% | 1,107 | $241K |
| Graney & King, LLC | 0.13% | No change | 1,107 | $241K |
| Salomon & Ludwin, LLC | 0.02% | Reduce -4.0% | 1,093 | $239K |
| Red Door Wealth Management, LLC | 0.02% | Add +0.2% | 1,099 | $239K |
| Pitcairn Wealth Advisors LLC | 0.02% | No change | 1,126 | $238K |
| Private Wealth Asset Management, LLC | 0.03% | Add +186.9% | 1,096 | $238K |
| Accel Wealth Management | 0.06% | Reduce -7.8% | 1,094 | $238K |
| Fourth Dimension Wealth, LLC | 0.09% | Reduce -24.1% | 1,087 | $236K |
| Woodard & Co. Asset Management Group Inc. | 0.04% | Reduce -4.4% | 1,087 | $236K |
| Investment Advisory Group, LLC | 0.06% | Add +7.7% | 1,086 | $236K |
| Tenon Financial LLC | 0.09% | New | 1,085 | $236K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -9.5% | 1,078 | $234K |
| Cidel Asset Management Inc. | 0.01% | Reduce -24.6% | 1,075 | $234K |
| Forum Financial Management, LP | 0.00% | Add +0.8% | 1,072 | $233K |
| 4WEALTH Advisors, Inc. | 0.20% | Add +2.2% | 1,094 | $232K |
| Holos Integrated Wealth LLC | 0.12% | Reduce -6.7% | 1,050 | $231K |
| Investment Research & Advisory Group, Inc. | 0.08% | Add +0.6% | 1,058 | $230K |
| Winthrop Partners - WNY, LLC | 0.12% | No change | 1,058 | $230K |
| Cottage Street Advisors LLC | 0.10% | No change | 1,055 | $229K |
| Granite FO LLC | 0.14% | Reduce -62.8% | 1,055 | $229K |
| Connecticut Wealth Management, LLC | 0.01% | Reduce -6.3% | 1,055 | $229K |
| MBL Wealth, LLC | 0.02% | New | 1,053 | $229K |
| International Assets Investment Management, LLC | 0.02% | Reduce -20.4% | 1,048 | $229K |
| Legacy Wealth Managment, LLC | 0.11% | Reduce -2.0% | 1,050 | $228K |
| Pinion Investment Advisors, LLC | 0.05% | Reduce -4.4% | 1,050 | $228K |
| Northstar Group, Inc. | 0.03% | Add +0.4% | 1,043 | $226K |
| BTS Asset Management, Inc. | 0.87% | Reduce -3.8% | 1,041 | $226K |
| Winter & Associates, Inc. | 0.20% | No change | 1,030 | $226K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -2.4% | 1,040 | $226K |
| Lanark Financial, Inc. | 0.02% | No change | 1,039 | $226K |
| Ewa, LLC | 0.05% | Add +0.1% | 1,033 | $225K |
| Ellenbecker Investment Group | 0.03% | Add +0.5% | 1,029 | $224K |
| Seven Mile Advisory | 0.16% | Reduce -96.0% | 1,029 | $224K |
| Peak Asset Management, LLC | 0.04% | Add +0.1% | 1,028 | $223K |
| Smith Salley Wealth Management | 0.01% | No change | 1,027 | $223K |
| Core Wealth Partners LLC | 0.10% | Reduce -4.4% | 1,026 | $223K |
| Westmount Partners, LLC | 0.05% | No change | 1,024 | $223K |
| Carmel Capital Partners, LLC | 0.08% | New | 1,021 | $222K |
| WPG Advisers, LLC | 0.16% | Reduce -3.2% | 1,018 | $221K |
| Straight Path Wealth Management | 0.06% | No change | 1,018 | $221K |
| Serenus Wealth Advisors, LLC | 0.04% | No change | 1,016 | $221K |
| Tillman Hartley LLC | 0.06% | Reduce -6.9% | 1,013 | $220K |
| Operose Advisors LLC | 0.05% | Add +16.7% | 1,012 | $220K |
| RAM Investment Partners, LLC | 0.04% | Add +0.7% | 1,011 | $220K |
| Geometric Wealth Advisors | 0.03% | New | 1,011 | $220K |
| Cooper Financial Group | 0.02% | New | 1,003 | $218K |
| Advantage Trust Co | 0.10% | No change | 1,000 | $217K |
| United Bank | 0.03% | No change | 1,000 | $217K |
| Meridian Wealth Advisors, LLC | 0.03% | No change | 995 | $216K |
| Hubbell Strickland Wealth Management, LLC | 0.09% | Add +0.6% | 992 | $215K |
| TAGStone Capital, Inc. | 0.08% | Add +1.2% | 989 | $215K |
| Insight Inv LLC | 0.12% | Reduce -27.1% | 986 | $214K |
| Post Resch Tallon Group Inc. | 0.17% | Reduce -2.7% | 978 | $213K |
| Daybright Advisory Services, Inc. | 0.06% | New | 978 | $213K |
| Satovsky Asset Management LLC | 0.04% | Reduce -5.9% | 976 | $212K |
| Brian Low Financial Group, LLC | 0.14% | Reduce -11.0% | 975 | $212K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -9.6% | 975 | $212K |
| Bernicke Wealth Management, Ltd. | 0.03% | No change | 971 | $211K |
| White Wing Wealth Management | 0.13% | Reduce -0.7% | 969 | $211K |
| Venturi Wealth Management, LLC | 0.01% | New | 968 | $210K |
| jvl associates llc | 0.07% | No change | 963 | $209K |
| PUREfi Wealth, LLC | 0.14% | Add +0.2% | 959 | $208K |
| McLean Asset Management Corp | 0.04% | No change | 958 | $208K |
| Vaughan David Investments LLC | 0.00% | Reduce -11.8% | 952 | $207K |
| Lifeworks Advisors, LLC | 0.03% | Reduce -6.8% | 952 | $207K |
| CFO4Life Group, LLC | 0.03% | Add +0.5% | 952 | $207K |
| Ledyard National Bank | 0.02% | Reduce -3.5% | 950 | $206K |
| Oak Harvest Investment Services | 0.02% | Reduce -0.6% | 950 | $206K |
| Camelot Portfolios, LLC | 0.15% | Reduce -17.4% | 947 | $206K |
| Legend Capital Advisors LLC | 0.13% | No change | 946 | $206K |
| First National Trust Co | 0.01% | New | 944 | $205K |
| Ipsen Advisor Group LLC | 0.14% | New | 942 | $205K |
| RW Investment Management LLC | 0.02% | — | 941 | $204K |
| Angeles Wealth Management, LLC | 0.01% | Add +10.1% | 940 | $204K |
| Accredited Investor Services, LLC | 0.13% | Reduce -4.4% | 939 | $204K |
| Inman Jager Wealth Management, LLC | 0.12% | New | 939 | $204K |
| Horizon Financial Services, LLC | 0.09% | Add +161.3% | 938 | $204K |
| SteelPeak Wealth, LLC | 0.01% | New | 937 | $204K |
| Regent Peak Wealth Advisors LLC | 0.04% | New | 937 | $204K |
| Maseco LLP | 0.01% | Reduce -3.2% | 936 | $203K |
| Paragon Financial Partners, Inc. | 0.12% | New | 893 | $203K |
| PAX Financial Group, LLC | 0.03% | Reduce -5.9% | 932 | $202K |
| Artesa Financial Group, LLC | 0.19% | New | 931 | $202K |
| Warwick Investment Management, Inc. | 0.03% | New | 930 | $202K |
| Petersen Hastings Wealth Advisors Inc. | 0.02% | New | 930 | $202K |
| Wealth Advisors of Iowa, LLC | 0.06% | New | 928 | $202K |
| Crescent Grove Advisors, LLC | 0.02% | New | 926 | $201K |
| Sovereign Financial Group, Inc. | 0.03% | New | 923 | $201K |
| Miller Capital Partners, Inc. | 0.10% | No change | 920 | $200K |
| First PREMIER Bank | 0.05% | No change | 910 | $198K |
| Legacy Bridge, LLC | 0.08% | Reduce -17.3% | 908 | $197K |
| Abound Wealth Management | 0.04% | Reduce -4.6% | 905 | $197K |
| Cornerstone Financial Management LLC | 0.18% | Reduce -19.0% | 888 | $193K |
| Entrust Financial LLC | 0.13% | Add +21.1% | 882 | $192K |
| Bare Financial Services, Inc | 0.05% | No change | 873 | $190K |
| Wellington-Altus USA Inc. | 0.11% | New | 780 | $190K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -0.6% | 870 | $189K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.28% | No change | 844 | $183K |
| Tompkins Financial Corp. | 0.01% | Add +770.1% | 844 | $183K |
| Marshall Investment Management, LLC | 0.09% | New | 828 | $180K |
| Bogart Wealth, LLC | 0.01% | No change | 828 | $180K |
| Glen Eagle Advisors, LLC | 0.03% | Add +3.5% | 827 | $180K |
| WealthCollab, LLC | 0.07% | Add +0.2% | 822 | $179K |
| Hamrick Investment Counsel, llc | 0.10% | New | 820 | $178K |
| Kennebec Savings Bank | 0.16% | No change | 817 | $177K |
| Arcadia Investment Advisors LLC | 0.08% | No change | 811 | $176K |
| New Republic Capital, LLC | 0.06% | No change | 775 | $168K |
| Dagco, Inc. | 0.04% | No change | 770 | $167K |
| Centennial Bank | 0.06% | Reduce -28.3% | 760 | $165K |
| Addison Advisors LLC | 0.04% | No change | 756 | $164K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | No change | 732 | $159K |
| Curio Wealth, LLC | 0.05% | No change | 706 | $153K |
| Nalls Sherbakoff Group, LLC | 0.11% | No change | 705 | $153K |
| Colony Family Offices, LLC | 0.04% | No change | 694 | $151K |
| Crews Bank & Trust | 0.02% | No change | 678 | $147K |
| McIlrath & Eck, LLC | 0.01% | Reduce -46.8% | 649 | $141K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.06% | Reduce -48.4% | 639 | $139K |
| Napier Financial, LLC | 0.03% | New | 639 | $139K |
| Thompson Investment Management, Inc. | 0.02% | No change | 635 | $138K |
| MV Capital Management, Inc. | 0.01% | No change | 633 | $138K |
| Hollencrest Capital Management | 0.01% | Reduce -56.7% | 615 | $134K |
| Lazard Asset Management LLC | 0.00% | No change | 610 | $133K |
| Field & Main Bank | 0.04% | No change | 600 | $130K |
| GAMMA Investing LLC | 0.01% | No change | 593 | $129K |
| Certuity, LLC | 0.01% | Reduce -85.6% | 591 | $128K |
| LRI Investments, LLC | 0.01% | No change | 588 | $128K |
| MidFirst Bank | 0.01% | Add +50.4% | 588 | $128K |
| 10Elms LLP | 0.09% | Add +4.3% | 586 | $127K |
| Hilton Head Capital Partners, LLC | 0.07% | Add +14.8% | 582 | $127K |
| Ascentis Independent Advisors | 0.01% | New | 580 | $126K |
| West Paces Advisors Inc. | 0.02% | Add +0.5% | 574 | $125K |
| Johnson Financial Group, Inc. | 0.00% | No change | 565 | $123K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | Reduce -5.9% | 561 | $122K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 537 | $117K |
| Hurley Capital, LLC | 0.06% | Add +62.4% | 536 | $116K |
| Barclays PLC | 0.00% | New | 530 | $115K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -0.8% | 488 | $113K |
| Fairscale Capital, LLC | 0.08% | No change | 520 | $113K |
| Wellington Grp LLC | 0.03% | Add +129.3% | 509 | $111K |
| Wagner Wealth Management, LLC | 0.02% | No change | 502 | $109K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | New | 500 | $109K |
| SYM FINANCIAL Corp | 0.01% | No change | 500 | $109K |
| Torren Management, LLC | 0.05% | No change | 499 | $108K |
| Hantz Financial Services, Inc. | 0.00% | Add +143.1% | 496 | $108K |
| Synergy Investment Management, LLC | 0.04% | New | 494 | $107K |
| Atlantic Private Wealth, LLC | 0.07% | Reduce -28.9% | 479 | $104K |
| Basecamp Wealth Advisors LLC | 0.02% | New | 466 | $101K |
| Main Street Group, LTD | 0.03% | New | 460 | $100K |
| Atwood & Palmer Inc. | 0.01% | New | 451 | $98K |
| Gen-Wealth Partners Inc | 0.03% | Add +0.2% | 440 | $96K |
| Old Second National Bank of Aurora | 0.02% | No change | 428 | $93K |
| Gill Capital Partners, LLC | 0.03% | New | 420 | $91K |
| Bfsg, LLC | 0.01% | Reduce -17.9% | 414 | $90K |
| DHJJ Financial Advisors, Ltd. | 0.03% | Add +7.0% | 410 | $89K |
| Birchwood Financial Partners, Inc. | 0.08% | Add +0.3% | 405 | $88K |
| Valley National Advisers Inc. | 0.01% | No change | 408 | $88K |
| Mechanics Financial Corp | 0.04% | No change | 400 | $87K |
| Manchester Capital Management LLC | 0.01% | No change | 400 | $87K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 400 | $87K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.5% | 395 | $86K |
| Dunhill Financial, LLC | 0.02% | Add +89.0% | 378 | $82K |
| American Capital Advisory, LLC | 0.03% | No change | 375 | $81K |
| Proffitt & Goodson Inc. | 0.01% | Reduce -54.0% | 360 | $78K |
| Salem Investment Counselors Inc. | 0.00% | New | 357 | $78K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +209.6% | 356 | $77K |
| Ameriflex Group, Inc. | 0.04% | Reduce -42.4% | 347 | $75K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 345 | $75K |
| JDM Financial Group LLC | 0.03% | No change | 341 | $74K |
| Investors Research Corp | 0.01% | Reduce -16.2% | 341 | $74K |
| Retiremitten Financial LLC | 0.04% | — | 339 | $74K |
| Horizon Bancorp Inc. | 0.04% | Reduce -18.9% | 338 | $73K |
| Financial Life Planners | 0.05% | New | 328 | $71K |
| Breakwater Investment Management | 0.03% | No change | 323 | $70K |
| Quest 10 Wealth Builders, Inc. | 0.06% | No change | 318 | $69K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 306 | $66K |
| Wells Financial Advisors INC | 0.30% | Reduce -60.2% | 304 | $66K |
| Tucker Asset Management LLC | 0.02% | Add +2.8% | 298 | $65K |
| SJS Investment Consulting Inc. | 0.01% | No change | 298 | $65K |
| Alerus Financial NA | 0.00% | No change | 274 | $60K |
| JPL Wealth Management, LLC | 0.01% | New | 270 | $59K |
| North Ridge Wealth Advisors, Inc. | 0.03% | Add +1814.3% | 268 | $58K |
| Rossmore Private Capital | 0.00% | New | 250 | $54K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 248 | $54K |
| IAG Wealth Partners, LLC | 0.01% | No change | 245 | $53K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 245 | $53K |
| Systematic Financial Management LP | 0.00% | Reduce -41.0% | 242 | $52K |
| Kilter Group LLC | 0.02% | No change | 241 | $52K |
| Burk Holdings LLC | 0.02% | New | 237 | $51K |
| Adirondack Trust Co. | 0.02% | No change | 236 | $51K |
| Horrell Capital Management, Inc. | 0.02% | No change | 232 | $50K |
| Vermillion Wealth Management, Inc. | 0.02% | Reduce -3.4% | 230 | $50K |
| Howe & Rusling Inc. | 0.00% | New | 225 | $49K |
| 2UniFi Bank | 0.02% | No change | 225 | $49K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 215 | $47K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -14.4% | 214 | $46K |
| TopTier Wealth Management, LLC | 0.03% | New | 214 | $46K |
| 1015 Capital Partners, LLC | 0.04% | Reduce -3.3% | 207 | $45K |
| Peachtree Investment Partners, LLC | 0.02% | Reduce -35.6% | 206 | $45K |
| JNBA Financial Advisors | 0.00% | No change | 204 | $44K |
| Orion Capital Management LLC | 0.01% | No change | 196 | $43K |
| Millstone Evans Group, LLC | 0.03% | No change | 194 | $42K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 193 | $42K |
| Matrix Private Capital Group LLC | 0.02% | No change | 190 | $41K |
| Motco | 0.00% | New | 190 | $41K |
| Key Capital Management, INC | 0.03% | No change | 183 | $40K |
| Transce3nd, LLC | 0.35% | Add +3.5% | 180 | $39K |
| Strive Financial Group ,LLC | 0.02% | No change | 180 | $39K |
| Redwood Park Advisors LLC | 0.03% | Add +0.6% | 179 | $39K |
| Front Row Advisors LLC | 0.01% | No change | 177 | $38K |
| Westend Capital Management, LLC | 0.01% | New | 175 | $38K |
| Signature Equity Partners, LLC | 0.02% | Reduce -1.1% | 174 | $38K |
| Tower View Wealth Management LLC | 0.02% | New | 171 | $37K |
| Seal Cove Capital, LLC | 0.03% | No change | 168 | $36K |
| Toth Financial Advisory Corp. | 0.00% | No change | 168 | $36K |
| Team Financial Group, LLC | 0.02% | No change | 156 | $34K |
| PlanVest Financial, Inc | 0.03% | — | 152 | $33K |
| Horizon Kinetics Asset Management LLC | 0.00% | New | 135 | $29K |
| Signature Resources Capital Management, LLC | 0.01% | Add +1.6% | 125 | $27K |
| Marquette Asset Management, LLC | 0.00% | No change | 124 | $27K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 123 | $27K |
| Longview Financial Advisors LLC | 0.01% | No change | 120 | $26K |
| Heritage Wealth Advisors | 0.00% | Reduce -34.4% | 120 | $26K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 118 | $26K |
| Country Trust Bank | 0.00% | No change | 114 | $25K |
| Fairman Group, LLC | 0.02% | Add +0.9% | 112 | $24K |
| Sunrise Financial Services, LLC | 0.02% | No change | 111 | $24K |
| Private Wealth Management Group, LLC | 0.01% | Add +19.8% | 109 | $24K |
| MilWealth Group LLC | 0.01% | No change | 100 | $22K |
| Blume Capital Management, Inc. | 0.00% | No change | 100 | $22K |
| Broadwater Capital Management LLC | 0.02% | No change | 100 | $21K |
| Westside Investment Management, Inc. | 0.00% | No change | 97 | $21K |
| Westfuller Advisors, LLC | 0.01% | Reduce -30.2% | 97 | $21K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 96 | $21K |
| Steph & Co. | 0.01% | Add +154.1% | 94 | $20K |
| Albion Financial Group | 0.00% | No change | 91 | $20K |
| Truvestments Capital LLC | 0.00% | New | 90 | $20K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 88 | $19K |
| Bellevue Asset Management, LLC | 0.01% | Add +1.2% | 86 | $19K |
| IFG Advisory, LLC | 0.05% | Reduce -98.1% | 84 | $18K |
| SHP Wealth Management | 0.00% | Add +110.0% | 84 | $18K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 82 | $18K |
| Sachetta, LLC | 0.01% | Reduce -12.9% | 81 | $18K |
| Noble Wealth Management PBC | 0.01% | No change | 80 | $17K |
| Advisortrust Partners, LLC | 0.01% | New | 80 | $17K |
| Merkkuri Wealth Advisors LLC | 0.01% | New | 79 | $17K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 78 | $17K |
| Zions Bancorporation, National Association | 0.00% | No change | 78 | $17K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 77 | $17K |
| Union Savings Bank | 0.01% | No change | 75 | $16K |
| Barnes Dennig Private Wealth Management LLC | 0.02% | No change | 73 | $16K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +14.3% | 72 | $16K |
| St Germain D J Co. Inc. | 0.00% | Add +1.4% | 71 | $15K |
| Strategic Advisory Partners, LLC | 0.01% | New | 70 | $15K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 63 | $14K |
| CNB Bank | 0.01% | No change | 63 | $14K |
| Basepoint Wealth LLC | 0.01% | Add +1.6% | 62 | $13K |
| Mycio Wealth Partners, LLC | 0.00% | No change | 58 | $13K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 54 | $12K |
| Sankala Group LLC | 0.01% | Add +73.3% | 52 | $11K |
| Davis Capital Management | 0.01% | No change | 50 | $11K |
| Aberdeen Wealth Management LLC | 0.01% | New | 50 | $11K |
| Bravera Wealth | 0.00% | New | 50 | $11K |
| NFSG Corp | 0.00% | No change | 50 | $11K |
| Horizon Investments, LLC | 0.00% | New | 50 | $11K |
| Valued Wealth Advisors LLC | 0.00% | No change | 48 | $10K |
| Bernard Wealth Management Corp. | 0.00% | No change | 47 | $10K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | No change | 47 | $10K |
| Navigoe, LLC | 0.01% | No change | 49 | $10K |
| Armor Investment Advisors, LLC | 0.00% | Reduce -33.3% | 46 | $10K |
| True Link Financial Advisors, LLC | 0.00% | New | 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% | No change | 40 | $9K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 37 | $8K |
| First Community Trust NA | 0.01% | No change | 37 | $8K |
| First Financial Corp. | 0.00% | No change | 35 | $8K |
| DecisionPoint Financial, LLC | 0.00% | Reduce -26.1% | 34 | $7K |
| HM Payson & Co. | 0.00% | Reduce -93.5% | 34 | $7K |
| Van Den Berg Management I, Inc. | 0.00% | Reduce -77.2% | 34 | $7K |
| Clear Investment Research, LLC | 0.01% | New | 32 | $7K |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -36.0% | 32 | $7K |
| Richards, Merrill & Peterson, Inc. | 0.00% | No change | 32 | $7K |
| Webster Bank, N. A. | 0.00% | No change | 30 | $7K |
| ROSS\JOHNSON & Associates LLC | 0.11% | No change | 28 | $6K |
| Hughes Financial Services, LLC | 0.00% | No change | 28 | $6K |
| Game Plan Financial Advisors, LLC | 0.00% | Add +3.9% | 27 | $6K |
| Sittner & Nelson, LLC | 0.00% | No change | 26 | $6K |
| Vision Retirement, LLC | 0.00% | New | 26 | $6K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 25 | $6K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 25 | $5K |
| Essential Investment Partners LLC | 0.01% | No change | 25 | $5K |
| Blueline Advisors LLC | 0.00% | No change | 25 | $5K |
| First Pacific Financial | 0.00% | New | 24 | $5K |
| Central Pacific Bank - Trust Division | 0.00% | Add +84.6% | 24 | $5K |
| Register Financial Advisors LLC | 0.00% | Add +75.0% | 21 | $5K |
| Costello Asset Management, INC | 0.00% | No change | 20 | $4K |
| Birchbrook, Inc. | 0.00% | Reduce -86.0% | 20 | $4K |
| Winch Advisory Services, LLC | 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% | No change | 19 | $4K |
| Clearstead Trust, LLC | 0.00% | Reduce -83.9% | 18 | $4K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | New | 18 | $4K |
| Oakworth Capital, Inc. | 0.00% | No change | 14 | $3K |
| Coston, McIsaac & Partners | 0.00% | No change | 15 | $3K |
| Hanson & Doremus Investment Management | 0.00% | No change | 13 | $3K |
| Global Trust Asset Management, LLC | 0.00% | No change | 14 | $3K |
| RHL Group, LLC | 0.00% | Reduce -18.8% | 13 | $3K |
| Princeton Global Asset Management LLC | 0.00% | No change | 12 | $3K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 12 | $3K |
| Bullock Wealth Management Group | 0.00% | No change | 9 | $2K |
| Quaker Wealth Management, LLC | 0.00% | No change | 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% | No change | 7 | $2K |
| Godfrey Financial Associates, Inc. | 0.00% | New | 7 | $2K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 7 | $2K |
| 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 |
| Clark Wealth Partners | 0.00% | New | 3 | $652 |
| HighMark Wealth Management LLC | 0.00% | New | 1 | $280 |
| Evergreen Advisors, LLC | 0.00% | New | 1 | $230 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 1 | $218 |
| Spurstone Advisory Services, LLC | 0.00% | Reduce -66.7% | 1 | $217 |
"% 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.