Vngrd Mrngst SL-CP Val ETF-UVBRETF
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 1,770 institutions reported holding Vngrd Mrngst SL-CP Val ETF-U (VBR) in their 13F filings, up 55 from Q1 2026. 108 opened new positions and 54 sold out. The largest holders were Bank of America Corp. ($3.3B), Assetmark, Inc. ($1.2B) and Morgan Stanley ($938.8M). 3 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 Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Vngrd Mrngst SL-CP Val ETF-U
- Filed as
- VANGUARD INDEX FDS (Q2 2026)
- CUSIP
- 922908611
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 108 | $40.3M |
| Exits | 54 | $65.0M |
All 13F filers, Q1 2026 → Q2 2026: 4,021,896 shares bought and 2,022,038 shares sold, net +1,999,858 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,770 holders
| Bank of America Corp. | 0.21% | Add +2.1% | 13,679,532 | $3.3B |
| Assetmark, Inc. | 2.04% | Add +19.5% | 4,872,925 | $1.2B |
| Morgan Stanley | 0.05% | Add +1.2% | 3,863,641 | $938.8M |
| Betterment LLC | 1.16% | Reduce -3.6% | 2,812,964 | $683.5M |
| Aspiriant, LLC | 10.47% | Add +0.3% | 1,745,538 | $424.2M |
| Wells Fargo & Company | 0.07% | Reduce -0.8% | 1,676,389 | $407.3M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -1.2% | 1,593,329 | $387.2M |
| LPL Financial LLC | 0.08% | Add +4.2% | 1,544,049 | $375.2M |
| Sei Investments Co. | 0.32% | Add +1.9% | 1,515,431 | $368.2M |
| UBS Group AG | 0.06% | Reduce -0.7% | 1,466,671 | $356.4M |
| Captrust Financial Advisors | 0.48% | Add +0.3% | 1,294,112 | $314.5M |
| Cetera Investment Advisers | 0.27% | Add +3.2% | 1,201,689 | $292.0M |
| Jones Financial Companies LLLP | 0.10% | Add +5.2% | 1,035,273 | $251.3M |
| Raymond James Financial Inc. | 0.07% | Add +0.2% | 1,025,471 | $249.2M |
| Osaic Holdings, Inc. | 0.24% | Add +5.5% | 854,208 | $207.8M |
| PNC Financial Services Group, Inc. | 0.10% | Reduce -0.2% | 844,489 | $205.2M |
| Focus Partners Wealth | 0.21% | Add +0.5% | 833,299 | $202.5M |
| Choreo, LLC | 2.17% | Reduce -0.8% | 815,364 | $198.1M |
| Savant Capital, LLC | 0.55% | Add +185.6% | 794,000 | $187.8M |
| HighTower Advisors, LLC | 0.18% | Reduce -1.3% | 761,123 | $184.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -6.7% | 702,244 | $170.6M |
| Ameriprise Financial Inc. | 0.03% | Reduce -0.1% | 675,077 | $164.1M |
| Allworth Financial LP | 0.68% | Reduce -19.5% | 658,265 | $160.0M |
| Pathstone Holdings, LLC | 0.45% | Add +306.7% | 639,128 | $155.3M |
| Mather Group, Llc. | 1.33% | Reduce -0.5% | 626,525 | $152.2M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.52% | Reduce -5.4% | 617,562 | $150.1M |
| Commonwealth Equity Services, LLC | 0.17% | Reduce -2.2% | 550,938 | $133.9M |
| Park Avenue Securities LLC | 0.82% | Add +4.1% | 538,661 | $130.9M |
| Rwa Wealth Partners, LLC | 1.25% | Add +2.4% | 535,469 | $130.1M |
| Moneta Group Investment Advisors LLC | 0.92% | Add +2.8% | 509,083 | $123.7M |
| Royal Bank of Canada | 0.02% | Add +0.6% | 485,216 | $117.9M |
| Mariner, LLC | 0.12% | Add +0.2% | 474,531 | $115.3M |
| Rockefeller Capital Management L.P. | 0.17% | Add +0.9% | 468,410 | $113.8M |
| Stephens Group Asset Management, LLC | 6.36% | Add +0.1% | 463,142 | $112.5M |
| Retirement Investment Advisors, Inc. | 6.87% | Add +1.1% | 398,418 | $96.3M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +1.6% | 385,819 | $93.8M |
| Bank of Montreal | 0.03% | Add +2.4% | 382,947 | $93.1M |
| Retirement Systems of Alabama | 0.28% | No change | 382,480 | $92.9M |
| JMG Financial Group, Ltd. | 2.23% | Reduce -3.2% | 379,798 | $92.3M |
| Stifel Financial Corp. | 0.07% | Reduce -1.1% | 367,336 | $89.3M |
| Creative Planning | 0.05% | Add +8.5% | 341,900 | $83.1M |
| Modera Wealth Management, LLC | 0.86% | Reduce -2.2% | 331,750 | $80.6M |
| Mokosak Advisory Group, LLC | 17.26% | Add +1.1% | 327,918 | $79.7M |
| Cresset Asset Management, LLC | 0.29% | Add +2.3% | 324,328 | $78.8M |
| Rodgers & Associates, LTD | 7.11% | Add +1.5% | 322,177 | $78.3M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Reduce -2.2% | 317,453 | $76.8M |
| Stephens Inc. | 0.82% | Add +10.7% | 302,916 | $73.6M |
| 1832 Asset Management L.P. | 0.09% | Add +0.0% | 297,518 | $72.3M |
| Bragg Financial Advisors, Inc | 1.89% | Reduce -1.9% | 290,690 | $70.6M |
| Mason Investment Advisory Services, Inc. | 2.61% | Reduce -0.3% | 282,251 | $68.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -1.0% | 261,253 | $63.5M |
| Financial Advisory Corp | 8.33% | Reduce -9.2% | 258,499 | $62.8M |
| United Capital Financial Advisors, LLC | 0.35% | Reduce -4.9% | 258,163 | $62.7M |
| Bailard, Inc. | 1.27% | Add +1.5% | 257,473 | $62.6M |
| Everhart Financial Group, Inc. | 3.97% | Add +352.8% | 255,385 | $62.1M |
| Cerity Partners LLC | 0.07% | Reduce -7.0% | 248,766 | $60.4M |
| Discipline Wealth Solutions, LLC | 5.26% | Add +4.3% | 247,996 | $60.3M |
| Wit, LLC | 0.94% | Reduce -3.1% | 242,389 | $58.9M |
| Thompson Siegel & Walmsley LLC | 1.03% | Reduce -0.8% | 235,903 | $57.3M |
| Zhang Financial LLC | 1.60% | Reduce -0.2% | 226,097 | $54.9M |
| Summit Financial, LLC | 0.60% | Add +3.6% | 223,617 | $54.3M |
| Abacus Planning Group, Inc. | 6.65% | Add +4.2% | 221,445 | $53.8M |
| Fifth Third Bancorp | 0.09% | Reduce -2.3% | 218,163 | $53.0M |
| Wealthspire Advisors, LLC | 0.29% | Add +5.8% | 217,250 | $52.8M |
| Corient Private Wealth LP | 0.07% | Reduce -38.0% | 210,635 | $51.2M |
| Opal Wealth Advisors, LLC | 10.47% | Add +0.7% | 199,493 | $48.5M |
| Beacon Pointe Advisors, LLC | 0.22% | Add +9.3% | 196,061 | $47.6M |
| Kestra Advisory Services, LLC | 0.15% | Reduce -0.4% | 192,874 | $46.9M |
| US Bancorp \de | 0.05% | Add +6.7% | 187,984 | $45.7M |
| MML Investors Services, LLC | 0.09% | Add +7.5% | 187,080 | $45.5M |
| Foster Group, Inc. | 1.19% | Reduce -1.1% | 184,812 | $44.9M |
| Comprehensive Financial Management LLC | 1.47% | No change | 184,376 | $44.8M |
| Mercer Global Advisors Inc. | 0.05% | Add +0.4% | 181,462 | $44.1M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +0.6% | 176,809 | $43.0M |
| Sanctuary Advisors, LLC | 0.20% | Add +3.3% | 174,818 | $42.5M |
| Truist Financial Corp. | 0.05% | Reduce -31.4% | 170,343 | $41.4M |
| FMR LLC | 0.00% | Add +4.5% | 167,237 | $40.6M |
| Baird Financial Group, Inc. | 0.05% | Add +5.9% | 160,911 | $39.1M |
| NewEdge Advisors, LLC | 0.11% | Add +2.8% | 158,217 | $38.4M |
| Equitable Holdings, Inc. | 0.23% | Add +2.3% | 155,199 | $37.7M |
| Strategies Wealth Advisors, LLC | 3.32% | Reduce -12.7% | 152,687 | $37.1M |
| Asset Management Group, Inc. | 5.34% | Reduce -1.7% | 150,058 | $36.5M |
| Marotta Asset Management | 5.97% | Add +0.0% | 147,806 | $35.9M |
| Waller Financial Planning Group, Inc. | 7.34% | Reduce -6.8% | 146,704 | $35.6M |
| Waldron Private Wealth LLC | 1.22% | Reduce -8.0% | 144,689 | $35.2M |
| Aaron Wealth Advisors LLC | 1.75% | Reduce -5.9% | 142,094 | $34.5M |
| Northwest Quadrant Wealth Management, LLC | 6.30% | Add +2.5% | 139,983 | $34.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.3% | 139,326 | $33.9M |
| Grove Street Fiduciary, LLC | 13.85% | Reduce -2.0% | 134,962 | $32.8M |
| Verus Financial Partners, Inc. | 2.75% | Reduce -1.7% | 132,360 | $32.2M |
| 25 LLC | 8.74% | Reduce 0.0% | 131,378 | $31.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.47% | Add +2.0% | 131,099 | $31.9M |
| Grey Fox Wealth Advisors, LLC | 4.97% | Add +5.3% | 130,298 | $31.7M |
| Wealth Architects, LLC | 2.48% | Reduce -1.9% | 129,165 | $31.4M |
| Merit Financial Group, LLC | 0.19% | Reduce -10.0% | 127,220 | $30.9M |
| Brickley Wealth Management | 4.40% | Add +1.0% | 126,040 | $30.6M |
| &partners | 0.13% | Add +18.8% | 125,363 | $30.5M |
| BHK Investment Advisors, LLC | 9.04% | Reduce -0.6% | 124,520 | $30.3M |
| Natixis Advisors, LLC | 0.03% | Reduce -26.7% | 117,555 | $28.6M |
| McAdam, LLC | 1.09% | Reduce -13.0% | 116,187 | $28.2M |
| Plante Moran Financial Advisors, LLC | 1.31% | Reduce -11.3% | 116,033 | $28.2M |
| Focus Partners Advisor Solutions, LLC | 0.24% | Reduce -12.8% | 114,999 | $27.9M |
| Whitaker-Myers Wealth Managers, LTD. | 4.65% | Add +6.3% | 114,681 | $27.9M |
| Johnson Investment Counsel Inc. | 0.20% | Add +10.9% | 114,613 | $27.8M |
| Thrivent Financial for Lutherans | 0.05% | Add +143.9% | 114,125 | $27.7M |
| Performa Ltd (US), LLC | 4.36% | Add +12.7% | 111,091 | $27.0M |
| World Investment Advisors | 0.45% | Reduce -0.4% | 122,757 | $26.9M |
| OpenArc Corporate Advisory, LLC | 0.31% | Add +11.2% | 108,531 | $26.4M |
| Strategic Investment Advisors / MI | 1.58% | Add +1.9% | 107,366 | $26.1M |
| Silver Coast Investments LLC | 7.67% | Reduce -1.9% | 105,958 | $25.7M |
| Atria Investments, Inc | 0.26% | Add +8.1% | 105,469 | $25.6M |
| Hillman Co. | 8.97% | Add +33.1% | 104,335 | $25.4M |
| Pasadena Private Wealth, LLC | 3.20% | Add +1.2% | 102,774 | $25.0M |
| Partners in Financial Planning | 3.67% | Reduce -2.2% | 99,603 | $24.2M |
| E&R Wealth Management, LLC | 20.49% | Add +9.9% | 99,405 | $24.2M |
| PDS Planning, Inc | 1.38% | Reduce -1.1% | 97,954 | $23.8M |
| TrueWealth Financial Partners | 9.62% | Add +1.1% | 95,773 | $23.3M |
| Avion Wealth | 4.32% | Add +0.5% | 95,456 | $23.2M |
| Retirement Planning Group, LLC | 0.56% | Add +1281.3% | 91,469 | $22.2M |
| Avior Wealth Management, LLC | 0.58% | Reduce -3.5% | 90,711 | $22.0M |
| AQR Capital Management | 0.01% | Add +2.7% | 89,148 | $21.7M |
| Janney Montgomery Scott LLC | 0.04% | Add +61.5% | 88,819 | $21.6M |
| Brooklyn FI, LLC | 3.94% | Add +2.9% | 88,025 | $21.5M |
| MAI Capital Management | 0.08% | Add +11.4% | 87,560 | $21.3M |
| Benjamin Edwards Inc. | 0.19% | Add +3.5% | 86,349 | $21.0M |
| Glenmede Trust Co. NA | 0.09% | Reduce -1.5% | 84,814 | $20.6M |
| Capital Wealth Management, LLC | 4.91% | Add +2.0% | 84,066 | $20.4M |
| Robinswood Financial LLC | 5.75% | Add +4.0% | 82,608 | $20.1M |
| Inspirion Wealth Advisors, LLC | 2.26% | Reduce -18.7% | 81,368 | $19.8M |
| Presilium Private Wealth, LLC | 3.01% | Add +2.0% | 80,770 | $19.6M |
| Gallagher Fiduciary Advisors, LLC | 0.64% | Add +4.2% | 79,492 | $19.3M |
| HB Wealth Management, LLC | 0.11% | Add +24.6% | 79,220 | $19.2M |
| St. Louis Trust Co | 2.18% | No change | 4,959 | $19.1M |
| Black Diamond Financial, LLC | 1.67% | Add +5.4% | 78,049 | $19.0M |
| Meridian Wealth Management, LLC | 0.59% | Add +2.6% | 77,936 | $18.9M |
| D.A. Davidson & Co. | 0.10% | Reduce -2.5% | 77,528 | $18.8M |
| LMG Wealth Partners, LLC | 2.96% | Add +0.7% | 76,108 | $18.5M |
| Studio Investment Management LLC | 3.08% | Reduce -5.2% | 75,052 | $18.2M |
| Arax Advisory Partners | 0.12% | Reduce -15.8% | 74,105 | $18.0M |
| Family CFO Inc | 6.87% | Reduce -1.1% | 73,425 | $17.8M |
| Steward Partners Investment Advisory, LLC | 0.09% | Reduce -0.4% | 73,339 | $17.8M |
| Arvest Investments, Inc. | 2.15% | Add +2.9% | 73,201 | $17.8M |
| Sequoia Financial Advisors, LLC | 0.09% | Reduce -2.3% | 70,397 | $17.1M |
| Tradition Wealth Management, LLC | 1.04% | Add +0.9% | 70,187 | $17.1M |
| Checchi Capital Advisers, LLC | 1.06% | Reduce -24.7% | 68,723 | $16.7M |
| Traveka Wealth, LLC | 5.52% | Reduce -1.0% | 68,288 | $16.6M |
| Baltimore-Washington Financial Advisors, Inc. | 0.62% | Add +3.8% | 67,900 | $16.5M |
| Cullen/Frost Bankers, Inc. | 0.16% | Reduce -2.2% | 67,802 | $16.5M |
| Blair William & Co. | 0.04% | Add +14.1% | 67,544 | $16.4M |
| Texas Yale Capital Corp. | 0.36% | Add +0.0% | 67,451 | $16.4M |
| Peapack Gladstone Financial Corp. | 0.19% | Reduce -1.9% | 66,949 | $16.3M |
| CIBC Bancorp USA Inc. | 0.02% | Add +3.7% | 64,781 | $16.2M |
| Steele Capital Management, Inc. | 0.59% | Reduce -6.5% | 66,141 | $16.1M |
| Victory Financial Group, LLC | 1.68% | Add +0.2% | 65,695 | $16.0M |
| Compound Planning, Inc. | 0.42% | Add +8.5% | 65,686 | $16.0M |
| Fiducient Advisors LLC | 2.27% | Add +10.5% | 65,357 | $15.9M |
| UMB Bank, n.a. | 0.20% | Reduce -4.7% | 64,840 | $15.8M |
| Payne Capital Management, LLC | 4.18% | Add +1.7% | 64,545 | $15.7M |
| Flywheel Private Wealth LLC | 7.72% | Add +7.0% | 64,484 | $15.7M |
| Jacobsen Capital Management | 4.56% | Add +0.1% | 64,231 | $15.6M |
| Advisory Services Network, LLC | 0.17% | Add +1.0% | 63,065 | $15.3M |
| BancFirst Trust & Investment Management | 6.46% | Reduce -4.7% | 62,754 | $15.2M |
| Apella Capital, LLC | 0.21% | Reduce -3.1% | 62,058 | $15.0M |
| Weinberger Asset Management, Inc | 4.79% | Add +1.3% | 61,043 | $14.9M |
| Bartlett & Co. Wealth Management LLC | 0.18% | Reduce -1.1% | 60,849 | $14.8M |
| Jmac Enterprises LLC | 2.48% | Reduce -0.3% | 60,571 | $14.7M |
| Ancora Advisors LLC | 0.28% | Reduce -9.0% | 59,556 | $14.5M |
| Coastline Trust Co | 1.28% | Reduce -0.1% | 59,350 | $14.4M |
| Financial Synergies Wealth Advisors, Inc. | 1.21% | Reduce -0.3% | 58,878 | $14.3M |
| Quantinno Capital Management LP | 0.02% | Add +19.0% | 58,628 | $14.2M |
| Harbour Investments, Inc. | 0.19% | Add +0.9% | 57,968 | $14.1M |
| Pure Financial Advisors, LLC | 0.18% | Reduce -1.9% | 57,812 | $14.0M |
| Eagle Strategies LLC | 1.39% | Reduce -0.9% | 57,636 | $14.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.2% | 57,611 | $14.0M |
| Veery Capital, LLC | 3.75% | Add +2.5% | 57,527 | $14.0M |
| Praetorian Wealth Management, Inc. | 2.41% | Add +0.4% | 57,440 | $14.0M |
| Farmers & Merchants Trust Co of Chambersburg PA | 3.54% | Add +1.5% | 57,438 | $14.0M |
| Peak Retirement Planning, Inc. | 2.17% | Add +12.5% | 56,505 | $13.7M |
| Center for Financial Planning, Inc. | 1.27% | Add +0.5% | 56,015 | $13.6M |
| Cherry Tree Wealth Management, LLC | 2.55% | Reduce -0.5% | 55,851 | $13.6M |
| Capital Advantage, Inc. | 1.64% | Add +1.6% | 55,290 | $13.4M |
| Inlight Wealth Management, LLC | 4.26% | Add +17.3% | 55,104 | $13.4M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +6.8% | 54,237 | $13.2M |
| Firestone Capital Management | 2.45% | Add +4.0% | 54,147 | $13.2M |
| Forbes Financial Planning, Inc. | 7.01% | Reduce -0.6% | 53,767 | $13.1M |
| Kohmann Bosshard Financial Services, LLC | 1.08% | Add +1.6% | 52,563 | $12.8M |
| Gladwyn Financial Advisors, Inc. | 7.94% | Add +2.4% | 52,261 | $12.7M |
| Sepio Capital, LP | 0.64% | Reduce -1.2% | 52,223 | $12.7M |
| Oath Planning, LLC | 9.37% | Add +12.2% | 51,947 | $12.6M |
| Fee-Only Financial Planning, L.C. | 6.75% | Reduce -1.3% | 51,858 | $12.6M |
| Lansing Street Advisors | 2.67% | Add +0.3% | 51,593 | $12.5M |
| Private Advisor Group, LLC | 0.06% | Reduce -49.8% | 51,111 | $12.4M |
| One Degree Advisors Inc | 2.76% | Add +1.3% | 51,012 | $12.4M |
| Balance Wealth Partners LLC | 3.28% | Add +3.4% | 50,737 | $12.3M |
| M&T Bank Corp | 0.04% | Add +4.2% | 50,727 | $12.3M |
| Clear Wave Wealth Management LLC | 2.69% | Add +1.8% | 49,775 | $12.1M |
| Mayport, LLC | 1.87% | Add +3.0% | 49,609 | $12.1M |
| Phillips Financial Management, LLC | 0.88% | Reduce -12.4% | 49,560 | $12.0M |
| Joel Isaacson & Co., LLC | 0.35% | Add +0.2% | 49,341 | $12.0M |
| Atlas Capital Advisors Inc. | 1.30% | Add +21.5% | 48,944 | $11.9M |
| AE Wealth Management LLC | 0.06% | Add +4.0% | 48,902 | $11.9M |
| Advisory Alpha, LLC | 0.29% | Add +6.1% | 48,560 | $11.8M |
| EP Wealth Advisors, LLC | 0.04% | Add +9.3% | 47,757 | $11.6M |
| Family Wealth Partners, LLC | 3.53% | Reduce -0.4% | 47,274 | $11.5M |
| Clayton Financial Group LLC | 6.32% | Add +6.0% | 47,019 | $11.4M |
| Spectrum Investment Advisors, Inc. | 4.66% | Add +0.2% | 46,917 | $11.4M |
| Global Retirement Partners, LLC | 0.17% | — | 46,486 | $11.3M |
| Old National Bancorp | 0.22% | Add +1.1% | 46,355 | $11.3M |
| Sage Financial Group Inc. | 0.62% | Reduce -1.0% | 46,304 | $11.3M |
| Relyea Zuckerberg Hanson LLC | 0.94% | Add +25.2% | 46,253 | $11.2M |
| Tiaa Trust, National Association | 0.66% | Add +1.9% | 46,002 | $11.2M |
| Parallel Advisors, LLC | 0.17% | Reduce -0.1% | 45,689 | $11.1M |
| Noble Family Wealth, LLC | 1.97% | Add +6.2% | 45,356 | $11.0M |
| Fifth Third Securities, Inc. | 0.63% | Reduce -5.2% | 45,316 | $11.0M |
| Farther Finance Advisors, LLC | 0.09% | Add +7.9% | 45,305 | $11.0M |
| Shepherd Financial Partners LLC | 0.90% | Reduce -16.8% | 45,136 | $11.0M |
| Kestra Private Wealth Services, LLC | 0.12% | Reduce -1.8% | 45,025 | $10.9M |
| Hegarty Advisors, LLC | 7.52% | Reduce -0.1% | 44,971 | $10.9M |
| San Luis Wealth Advisors LLC | 1.64% | Reduce -3.2% | 44,940 | $10.9M |
| Wrenne Financial Planning LLC | 3.68% | Reduce -0.0% | 44,818 | $10.9M |
| LMCG Investments, LLC | 0.58% | Reduce -3.9% | 44,685 | $10.9M |
| Pinnacle Financial Partners, Inc. | 0.07% | Reduce -3.5% | 44,539 | $10.8M |
| BIP Wealth, LLC | 0.31% | Add +68.3% | 44,334 | $10.8M |
| DAVENPORT & Co LLC | 0.05% | Reduce -6.4% | 44,293 | $10.8M |
| Mainsail Financial Group, LLC | 3.63% | Add +45.5% | 44,016 | $10.7M |
| Shufro Rose & Co. LLC | 0.61% | Reduce -3.2% | 43,533 | $10.6M |
| Arkadios Wealth Advisors | 0.16% | Add +0.4% | 42,630 | $10.4M |
| Brown Advisory Inc. | 0.02% | Add +1.3% | 42,341 | $10.3M |
| JBGlobal.com LLC | 8.98% | Reduce -1.4% | 42,250 | $10.3M |
| Redwood Investment Management, LLC | 1.02% | Add +8.3% | 42,150 | $10.2M |
| Cardiff Park Advisors, LLC | 0.79% | Reduce -12.5% | 42,081 | $10.2M |
| Alliancebernstein L.P. | 0.00% | Add +6.9% | 46,086 | $10.0M |
| Thrive Capital Management, LLC | 1.89% | Add +8.4% | 41,187 | $10.0M |
| Prosperity Planning, Inc. | 3.21% | Reduce -2.0% | 41,134 | $10.0M |
| Vestmark Advisory Solutions, Inc. | 0.09% | Reduce -42.2% | 40,611 | $9.9M |
| Wharton Business Group, LLC | 0.33% | Reduce -24.4% | 40,400 | $9.8M |
| Elgethun Capital Management | 1.35% | Add +6.8% | 39,970 | $9.7M |
| Silvia McColl Wealth Management, LLC | 5.82% | Add +1.2% | 39,837 | $9.7M |
| Garde Capital, Inc. | 0.43% | Reduce -30.4% | 39,800 | $9.7M |
| Elevation Point Wealth Partners, LLC | 0.18% | Add +0.8% | 39,710 | $9.6M |
| Fortis Capital Management LLC | 1.08% | Add +0.3% | 39,653 | $9.6M |
| Ifrah Financial Services, Inc. | 2.31% | Reduce -0.7% | 38,893 | $9.5M |
| Courier Capital LLC | 0.47% | Add +0.3% | 38,480 | $9.4M |
| Bluespring Wealth Management, LLC | 0.18% | Add +95.4% | 38,430 | $9.3M |
| Nicholas Hoffman & Company, LLC. | 0.20% | Add +0.5% | 38,318 | $9.3M |
| Cornerstone Wealth Advisors, Inc. | 1.95% | Reduce -1.3% | 38,289 | $9.3M |
| Quent Capital, LLC | 0.57% | Add +2.7% | 38,134 | $9.3M |
| Fairway Financial, LLC | 6.24% | Add +0.7% | 37,525 | $9.1M |
| Elevatus Welath Management | 2.21% | Add +481.7% | 37,338 | $9.1M |
| Diversified Management Inc. | 1.94% | Reduce -0.7% | 37,294 | $9.1M |
| Symmetry Partners, LLC | 0.46% | Reduce -1.9% | 37,125 | $9.0M |
| Portside Wealth Group, LLC | 1.05% | Add +24.0% | 36,960 | $9.0M |
| Towerpoint Wealth, LLC | 3.11% | Reduce -0.9% | 36,794 | $8.9M |
| White Lighthouse Investment Management Inc. | 1.11% | Reduce -0.9% | 36,641 | $8.9M |
| Meramec Financial Planners, LLC | 3.24% | Add +4.3% | 36,141 | $8.9M |
| Whittier Trust Co. | 0.09% | Add +0.5% | 36,336 | $8.8M |
| Arbor Wealth Advisors LLC | 5.37% | Reduce -0.2% | 36,145 | $8.8M |
| RTD Financial Advisors, Inc. | 0.95% | Reduce -3.2% | 36,003 | $8.7M |
| General Partner, Inc. | 4.70% | No change | 35,936 | $8.7M |
| Mosaic Family Wealth Partners, LLC | 0.59% | Add +1.2% | 35,853 | $8.7M |
| Spinnaker Trust | 0.42% | Reduce -0.9% | 35,813 | $8.7M |
| Cornerstone Wealth Management, LLC | 0.37% | Add +0.1% | 35,671 | $8.7M |
| Collective Family Office LLC | 1.76% | Reduce -2.1% | 35,395 | $8.6M |
| Kinetic Wealth Investment Advisors LLC | 4.04% | — | 35,241 | $8.6M |
| Plum Street Advisors, LLC | 2.73% | Reduce -8.2% | 35,143 | $8.5M |
| Granby Capital Management, LLC | 4.44% | No change | 35,000 | $8.5M |
| Brookstone Capital Management | 0.09% | Add +10.1% | 34,971 | $8.5M |
| Nabity-Jensen Investment Management Inc | 5.19% | Reduce -0.5% | 34,819 | $8.5M |
| Aurelius Family Office LLC | 3.33% | Reduce -5.2% | 34,752 | $8.4M |
| Associated Banc-Corp | 0.20% | Add +2.5% | 34,741 | $8.4M |
| Clear Retirement Advice LLC | 5.77% | Add +6.0% | 34,691 | $8.4M |
| Atmos Advisory, LLC | 4.40% | Add +1.4% | 34,671 | $8.4M |
| Tacita Capital Inc | 4.56% | Add +0.4% | 34,568 | $8.4M |
| Smartleaf Asset Management LLC | 0.27% | No change | 34,539 | $8.4M |
| Cannon Financial Strategists, Inc. | 0.95% | Add +1.7% | 34,527 | $8.4M |
| E-Wealth Partners, LLC | 6.04% | Add +7.1% | 34,384 | $8.4M |
| Pinnacle Financial Group, LLC / IL | 2.03% | Add +4.2% | 34,212 | $8.3M |
| Bradley Foster & Sargent Inc. | 0.12% | Add +1.0% | 33,871 | $8.2M |
| Wealthfront Advisers LLC | 0.02% | Add +2.0% | 33,857 | $8.2M |
| Van Cleef Asset Management,Inc | 0.83% | Add +0.2% | 33,658 | $8.2M |
| GeoWealth Management, LLC | 0.25% | Reduce -0.1% | 33,225 | $8.1M |
| Serenity Investment Advisors | 3.43% | Add +2.0% | 32,475 | $8.0M |
| Ashton Thomas Private Wealth, LLC | 0.17% | Reduce -0.6% | 32,852 | $8.0M |
| Towne Trust Company, N.A | 2.41% | Add +6.8% | 32,582 | $7.9M |
| Whitegate Investment Counselors, Inc. | 2.24% | Add +0.2% | 32,386 | $7.9M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 6.17% | Add +5.2% | 32,314 | $7.9M |
| Sterling Wealth Management, Inc. | 1.92% | Reduce -4.9% | 31,793 | $7.7M |
| Compass Ion Advisors, LLC | 0.67% | Reduce -1.5% | 31,778 | $7.7M |
| Chicago Partners Investment Group LLC | 0.15% | Reduce -0.1% | 31,402 | $7.6M |
| Brandywine Oak Private Wealth LLC | 0.57% | Add +1.3% | 31,057 | $7.5M |
| Mainsail Asset Management, LLC | 2.95% | Add +3.0% | 30,870 | $7.5M |
| Ackerman Capital Advisors, LLC | 1.52% | Reduce -8.7% | 30,954 | $7.5M |
| American Investment Services, Inc. | 1.56% | Reduce -1.4% | 30,374 | $7.4M |
| Regions Financial Corp. | 0.04% | Reduce -0.3% | 30,277 | $7.4M |
| CX Institutional | 0.21% | Add +2.0% | 30,196 | $7.3M |
| SkyOak Wealth, LLC | 1.20% | Reduce -4.4% | 30,101 | $7.3M |
| Leeward Financial Partners, LLC | 1.92% | Reduce -3.5% | 30,097 | $7.3M |
| Cornerstone Management, Inc. | 1.05% | Reduce -2.1% | 30,045 | $7.3M |
| Boston Partners | 0.01% | Add +782.8% | 29,901 | $7.3M |
| HUB Investment Partners, LLC | 0.13% | Add +5.3% | 29,868 | $7.3M |
| Tme Financial, Inc. | 4.45% | Add +9.0% | 29,652 | $7.2M |
| Ausdal Financial Partners, Inc. | 0.28% | Add +1.3% | 29,538 | $7.2M |
| Creekside Partners | 2.58% | Add +0.2% | 29,291 | $7.1M |
| Columbus Macro, LLC | 0.69% | Add +1.1% | 29,286 | $7.1M |
| First Manhattan Co. Llc. | 0.02% | Reduce -2.3% | 29,103 | $7.1M |
| Mosley Wealth Management | 2.24% | Add +1655.4% | 28,982 | $7.0M |
| Monograph Wealth Advisors, LLC | 0.58% | Reduce -1.0% | 28,945 | $7.0M |
| Sigma Planning Corp | 0.18% | Add +8.5% | 28,769 | $7.0M |
| SOA Wealth Advisors, LLC. | 1.17% | Reduce -12.1% | 312,605 | $7.0M |
| CreativeOne Wealth, LLC | 0.15% | Add +33.8% | 28,578 | $6.9M |
| Ervin Investment Management, LLC | 3.77% | Add +4.3% | 28,553 | $6.9M |
| Ameritas Advisory Services, LLC | 0.14% | Reduce -15.9% | 28,483 | $6.9M |
| Alpha Omega Wealth Management LLC | 1.05% | Add +1.0% | 28,306 | $6.9M |
| Waverly Advisors, LLC | 0.04% | Add +4.0% | 28,200 | $6.9M |
| Quadcap Wealth Management, LLC | 0.66% | Reduce -1.8% | 28,058 | $6.8M |
| Nwam LLC | 0.34% | Reduce -0.6% | 28,057 | $6.8M |
| First American Trust, FSB | 0.41% | Reduce -10.0% | 28,035 | $6.8M |
| SWAN Capital LLC | 2.32% | Reduce -13.6% | 27,930 | $6.8M |
| Kavar Capital Partners Group, LLC | 0.83% | Reduce -0.3% | 27,715 | $6.7M |
| Cary Street Partners Financial LLC | 0.15% | Add +1.7% | 27,691 | $6.7M |
| Fourpath Capital Management, LLC | 0.88% | Add +0.3% | 27,447 | $6.7M |
| Northern Trust Corp. | 0.00% | Add +1.0% | 27,325 | $6.6M |
| Elite Financial, Inc. | 2.67% | Reduce -1.7% | 27,170 | $6.6M |
| Agf Management Ltd. | 0.03% | Reduce -9.9% | 27,095 | $6.6M |
| Integrity Alliance, Llc. | 0.20% | Add +4.3% | 26,804 | $6.5M |
| Vickerman Investment Advisors, Inc. | 1.26% | Add +0.2% | 26,660 | $6.5M |
| Strategic Wealth Advisors LLC | 5.54% | Add +0.3% | 30,576 | $6.5M |
| GFS Advisors, LLC | 0.69% | Reduce -89.9% | 3,728 | $6.5M |
| Chemistry Wealth Management LLC | 1.03% | Add +0.6% | 26,485 | $6.4M |
| PFG Advisors | 0.32% | Add +4.4% | 26,469 | $6.4M |
| MassMutual Private Wealth & Trust, FSB | 0.17% | Reduce -6.0% | 26,279 | $6.4M |
| Trustmark Bank Trust Department | 0.38% | Reduce -0.0% | 26,176 | $6.4M |
| Barry Investment Advisors, LLC | 1.32% | Add +1.7% | 26,032 | $6.3M |
| LifePlan Investment Advisors, Inc. | 2.17% | Reduce -1.3% | 25,925 | $6.3M |
| Sharper & Granite LLC | 1.92% | Add +0.9% | 25,542 | $6.2M |
| RFG Advisory, LLC | 0.10% | Reduce -39.8% | 25,512 | $6.2M |
| Signature Estate & Investment Advisors LLC | 0.11% | Reduce -14.6% | 25,438 | $6.2M |
| Avidian Wealth Enterprises, LLC | 0.17% | Add +3.5% | 25,317 | $6.2M |
| Commerce Bank | 0.03% | Add +0.6% | 25,262 | $6.1M |
| Midwest Trust Co | 0.07% | Add +0.8% | 25,255 | $6.1M |
| Regal Investment Advisors LLC | 0.32% | Add +0.8% | 25,216 | $6.1M |
| Obsido Oy | 3.27% | Add +1.2% | 25,193 | $6.1M |
| OneDigital Investment Advisors LLC | 0.05% | Add +0.6% | 25,168 | $6.1M |
| E&G Advisors, LLC | 1.18% | Reduce -0.1% | 25,194 | $6.1M |
| Cornerstone Advisory, LLC | 0.51% | Reduce -3.4% | 25,121 | $6.1M |
| Highland Capital Management, LLC | 0.28% | Reduce -1.2% | 25,051 | $6.1M |
| Chilton Investment Co. Inc. | 0.15% | Reduce -5.5% | 24,882 | $6.0M |
| BlackRock, Inc. | 0.00% | Add +25.3% | 24,814 | $6.0M |
| Zeit Capital LLC | 3.63% | Add +1.1% | 24,791 | $6.0M |
| Culbertson A N & Co. Inc. | 0.70% | Add +5.5% | 24,732 | $6.0M |
| Vise Technologies, Inc. | 0.07% | Add +15.1% | 24,686 | $6.0M |
| Seek First Inc. | 3.78% | Add +2.2% | 24,620 | $6.0M |
| Lam Group, Inc. | 2.96% | No change | 24,520 | $6.0M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -1.2% | 24,254 | $5.9M |
| Bay Rivers Group | 2.00% | Reduce -0.8% | 24,048 | $5.8M |
| Employees' Retirement Fund of the City of Fort Worth | 2.08% | Add +4.8% | 24,000 | $5.8M |
| Lutz Financial Services LLC | 0.35% | Reduce -0.2% | 23,984 | $5.8M |
| Theory Financial LLC | 1.83% | Add +6.8% | 23,942 | $5.8M |
| Talon Private Wealth, LLC | 0.68% | Add +18.9% | 23,880 | $5.8M |
| Vanguard National Trust Co | 0.31% | No change | 23,659 | $5.7M |
| Perigon Wealth Management, LLC | 0.09% | Add +3.7% | 23,632 | $5.7M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -5.2% | 23,524 | $5.7M |
| Institute for Wealth Management, LLC. | 0.50% | Reduce -2.3% | 23,212 | $5.6M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -7.6% | 23,151 | $5.6M |
| Susquehanna International Group, LLP | 0.00% | Add +140.5% | 22,913 | $5.6M |
| ARS Wealth Advisors Group, LLC | 0.43% | Reduce -13.4% | 22,435 | $5.5M |
| Prudential Financial Inc. | 0.01% | Reduce -24.4% | 22,415 | $5.4M |
| Stevens Capital Partners | 1.03% | Add +11.3% | 22,266 | $5.4M |
| Brighton Jones LLC | 0.10% | Add +5.1% | 22,237 | $5.4M |
| Clearstead Advisors, LLC | 0.05% | Add +22.1% | 22,191 | $5.4M |
| Roof Eidam Maycock Peralta, LLC | 1.06% | Reduce -2.1% | 22,182 | $5.4M |
| Valeo Financial Advisors, LLC | 0.11% | Reduce -0.8% | 29,214 | $5.4M |
| Apriem Advisors | 0.47% | Add +9.0% | 22,173 | $5.4M |
| Glass Jacobson Investment Advisors llc | 1.67% | Reduce -1.7% | 21,991 | $5.3M |
| CGN Advisors LLC | 0.39% | Reduce -0.6% | 21,736 | $5.3M |
| First Horizon Corp. | 0.20% | Reduce -3.0% | 21,603 | $5.2M |
| Mission Creek Capital Partners, Inc. | 0.92% | Reduce -0.1% | 21,490 | $5.2M |
| Mission Wealth Management, LP | 0.07% | Add +76.3% | 21,471 | $5.2M |
| Cathy Pareto & Associates, Inc. | 3.05% | Add +0.1% | 21,432 | $5.2M |
| Rf&l Wealth Management, LLC | 3.49% | Reduce -1.3% | 21,211 | $5.2M |
| Truepoint, Inc. | 0.11% | Reduce -7.7% | 21,023 | $5.1M |
| TriaGen Wealth Management LLC | 1.28% | Add +0.8% | 21,014 | $5.1M |
| Marble Harbor Investment Counsel, LLC | 0.51% | Add +1.1% | 20,781 | $5.0M |
| Tocqueville Asset Management L.P. | 0.07% | Add +5.4% | 20,761 | $5.0M |
| Hilltop National Bank | 1.07% | Add +0.6% | 20,695 | $5.0M |
| Heartwood Wealth Advisors LLC | 0.39% | Add +10.3% | 20,587 | $5.0M |
| Great Valley Advisor Group, Inc. | 0.08% | Reduce -0.7% | 20,452 | $5.0M |
| Brindle & Bay Financial Advisors, LLC | 2.47% | Reduce -1.5% | 20,315 | $4.9M |
| Wedmont Private Capital | 0.13% | Reduce -4.3% | 20,206 | $4.9M |
| Quattro Financial Advisors LLC | 1.05% | Add +0.6% | 20,126 | $4.9M |
| Ieq Capital, LLC | 0.02% | Reduce -27.7% | 20,112 | $4.9M |
| Stone Summit Wealth LLC | 1.23% | Reduce -1.4% | 20,019 | $4.9M |
| Scotia Capital Inc. | 0.02% | Reduce -0.5% | 19,983 | $4.9M |
| Cahill Financial Advisors Inc. | 0.46% | Add +0.1% | 19,917 | $4.8M |
| Financial Advisors Network, Inc. | 0.59% | Add +4.1% | 19,860 | $4.8M |
| Summit Wealth & Retirement Planning, Inc. | 1.02% | Reduce -2.6% | 19,775 | $4.8M |
| Eclectic Associates Inc. | 0.54% | Reduce -2.2% | 19,431 | $4.7M |
| CENTRAL TRUST Co | 0.09% | Add +8.0% | 19,363 | $4.7M |
| MCF Advisors LLC | 0.17% | Add +22.2% | 19,331 | $4.7M |
| Gateway Wealth Partners, LLC | 0.28% | Reduce -11.4% | 19,304 | $4.7M |
| Tortoise Investment Management, LLC | 0.35% | Reduce -5.5% | 19,299 | $4.7M |
| Ally Invest Advisors Inc. | 0.28% | Add +2.3% | 19,226 | $4.7M |
| IFP Advisors, Inc | 0.08% | Add +12.0% | 19,208 | $4.7M |
| Trust Point Inc. | 0.39% | Reduce -0.1% | 19,065 | $4.6M |
| BlueSky Wealth Advisors, LLC | 0.53% | Reduce -7.3% | 18,875 | $4.6M |
| Ascent Group, LLC | 0.14% | Reduce -1.3% | 18,857 | $4.6M |
| Councilor Wealth, LLC | 1.84% | Add +3.1% | 18,716 | $4.5M |
| Aspen Wealth Strategies, LLC | 2.19% | Add +1.9% | 18,638 | $4.5M |
| Alhambra Investment Management LLC | 1.98% | Reduce -7.5% | 18,629 | $4.5M |
| Bangor Savings Bank | 0.33% | Reduce -10.3% | 18,620 | $4.5M |
| Carolina Wealth Management Inc | 2.06% | — | 18,431 | $4.5M |
| Falcon Wealth Planning | 0.28% | Reduce -4.2% | 18,347 | $4.5M |
| Geneos Wealth Management Inc. | 0.09% | Add +9.9% | 18,288 | $4.4M |
| Lido Advisors, LLC | 0.02% | Add +2.8% | 18,275 | $4.4M |
| Total Clarity Wealth Management, Inc. | 0.86% | Reduce -40.7% | 18,257 | $4.4M |
| Warner Financial, Inc. | 1.29% | Add +2.4% | 18,114 | $4.4M |
| Martel Wealth Advisors LLC | 0.69% | Reduce -2.0% | 18,106 | $4.4M |
| Pittenger & Anderson Inc. | 0.16% | Add +0.1% | 18,065 | $4.4M |
| Krilogy Financial LLC | 0.13% | Reduce -1.7% | 18,026 | $4.4M |
| Echo45 Advisors LLC | 2.24% | Add +1.1% | 17,886 | $4.3M |
| Diversified Portfolios, Inc. | 0.31% | Add +0.3% | 17,849 | $4.3M |
| Schneider Downs Wealth Management Advisors, LP | 0.41% | Add +34.6% | 17,820 | $4.3M |
| CWA Asset Management Group, LLC | 0.13% | Add +0.1% | 17,777 | $4.3M |
| Fiduciary Financial Group, LLC | 0.49% | Reduce -5.3% | 17,735 | $4.3M |
| Allstreet Capital Advisors LLC | 2.79% | Add +1.7% | 17,673 | $4.3M |
| Werba Rubin Papier Wealth Management | 0.52% | Add +4.8% | 17,657 | $4.3M |
| Fluent Financial, LLC | 1.53% | Add +3.1% | 17,655 | $4.3M |
| Viaable, LLC | 3.55% | — | 17,627 | $4.3M |
| Rockbridge Investment Management, LCC | 0.35% | Reduce -2.3% | 17,588 | $4.3M |
| Valpey Financial Services, LLC | 2.54% | Reduce -5.5% | 17,546 | $4.3M |
| Integrity Wealth Solutions LLC | 1.57% | Add +1.1% | 17,498 | $4.3M |
| Fiduciary Family Office, LLC | 1.05% | Add +0.9% | 17,310 | $4.2M |
| Diversify Advisory Services, LLC | 0.07% | New | 17,046 | $4.2M |
| Diversify Wealth Management, LLC | 0.07% | Add +0.2% | 17,046 | $4.2M |
| J.W. Cole Advisors, Inc. | 0.07% | New | 17,157 | $4.2M |
| Park National Corp. | 0.12% | Reduce -27.6% | 17,106 | $4.2M |
| Stratos Wealth Advisors, LLC | 0.23% | Add +8.0% | 17,061 | $4.1M |
| Index Fund Advisors, Inc. | 0.16% | Reduce -0.7% | 16,974 | $4.1M |
| James Investment Research, Inc. | 0.42% | Reduce -0.9% | 16,950 | $4.1M |
| Flow Traders U.S. LLC | 0.17% | Add +132.6% | 16,865 | $4.1M |
| FAS Wealth Partners, Inc. | 0.21% | Reduce -1.2% | 16,712 | $4.1M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +0.6% | 16,695 | $4.1M |
| NewEdge Wealth, LLC | 0.04% | Add +0.9% | 16,668 | $4.1M |
| Beaumont Asset Management, L.L.C. | 1.56% | Reduce -17.8% | 16,565 | $4.0M |
| JFS Wealth Advisors, LLC | 0.20% | Reduce -0.3% | 16,425 | $4.0M |
| Rialto Wealth Management, LLC | 0.79% | Reduce -1.6% | 16,395 | $4.0M |
| LOM Asset Management Ltd | 1.03% | Reduce -17.6% | 16,392 | $4.0M |
| CWC Advisors, LLC. | 1.76% | Reduce -5.4% | 16,337 | $4.0M |
| 3Chopt Investment Partners, LLC | 0.74% | Reduce -2.3% | 16,294 | $4.0M |
| Modern Wealth Management, LLC | 0.05% | Add +443.8% | 16,242 | $3.9M |
| Guardsman Private Capital Management, Inc. | 2.76% | No change | 16,211 | $3.9M |
| Independent Financial Group, LLC | 0.07% | Reduce -5.3% | 16,177 | $3.9M |
| Essex Financial Services, Inc. | 0.20% | Add +0.2% | 16,109 | $3.9M |
| Forza Wealth Management, LLC | 1.19% | No change | 15,924 | $3.9M |
| MSH Capital Advisors LLC | 0.67% | Reduce -1.8% | 15,913 | $3.9M |
| Argent Trust Co | 0.11% | Add +89.8% | 15,903 | $3.9M |
| Greenup Street Wealth Management LLC | 0.46% | Add +1.0% | 15,607 | $3.8M |
| Woodward Financial Advisors, Inc. | 1.27% | — | 15,592 | $3.8M |
| Cranbrook Wealth Management, LLC | 0.71% | Reduce -2.7% | 15,573 | $3.8M |
| Wolff Financial Management LLC | 0.75% | Reduce -5.6% | 15,506 | $3.8M |
| Copper Harbor Investment Advisors, LLC | 0.79% | — | 15,333 | $3.7M |
| Stokes Family Office, LLC | 0.43% | Reduce -32.5% | 15,304 | $3.7M |
| IHT Wealth Management, LLC | 0.08% | Reduce -4.1% | 15,286 | $3.7M |
| Choate Investment Advisors | 0.07% | Add +1.2% | 15,253 | $3.7M |
| Allen Investment Management, LLC | 0.04% | No change | 15,243 | $3.7M |
| AdvisorNet Financial, Inc | 0.17% | Add +0.4% | 15,225 | $3.7M |
| Verity Asset Management, Inc. | 1.40% | Add +6.1% | 15,223 | $3.7M |
| 3EDGE Asset Management, LP | 0.16% | Add +99.4% | 15,174 | $3.7M |
| Pathway Financial Advisors LLC | 0.43% | No change | 15,133 | $3.7M |
| FDx Advisors, Inc. | 1.11% | Reduce -3.8% | 15,140 | $3.7M |
| Access Investment Management LLC | 0.93% | No change | 15,000 | $3.6M |
| American Financial & Tax Strategies Inc. | 1.64% | Reduce -2.4% | 14,897 | $3.6M |
| Sonata Capital Group Inc. | 1.16% | Add +1.4% | 14,846 | $3.6M |
| EverSource Wealth Advisors, LLC | 0.12% | Reduce -41.2% | 14,841 | $3.6M |
| Avantax Planning Partners, Inc. | 0.09% | Reduce -2.3% | 14,664 | $3.6M |
| NorthLanding Financial Partners, LLC | 2.40% | Add +1.9% | 14,295 | $3.5M |
| Acropolis Investment Management, LLC | 0.14% | Add +4.6% | 14,278 | $3.5M |
| Bessemer Group Inc. | 0.00% | Add +40.4% | 14,276 | $3.5M |
| NerdWallet Wealth Partners, LLC | 1.19% | Reduce -0.8% | 14,263 | $3.5M |
| First United Bank & Trust | 0.98% | Add +10.4% | 14,084 | $3.4M |
| Opulen Financial Group LLC | 2.15% | Add +1.9% | 14,072 | $3.4M |
| Evanson Financial, LLC | 0.17% | — | 14,052 | $3.4M |
| Leavell Investment Management, Inc. | 0.12% | Add +11.7% | 13,744 | $3.3M |
| Baldwin Wealth Partners LLC | 0.22% | Reduce -1.0% | 13,705 | $3.3M |
| Sax Wealth Advisors, LLC | 0.14% | Add +725.0% | 15,313 | $3.3M |
| Linscomb Wealth, Inc. | 0.14% | Reduce -3.5% | 13,647 | $3.3M |
| Vawter Financial, Ltd. | 1.25% | Add +0.1% | 13,619 | $3.3M |
| 55 North Private Wealth, LLC | 0.65% | Add +0.1% | 13,596 | $3.3M |
| Koshinski Asset Management, Inc. | 0.18% | Reduce -10.3% | 13,596 | $3.3M |
| Creative Financial Designs Inc. | 0.16% | Reduce -9.5% | 13,556 | $3.3M |
| CSM Advisors, LLC | 0.07% | Reduce -42.9% | 13,484 | $3.3M |
| AMG National Trust Bank | 0.07% | Reduce -0.1% | 13,479 | $3.3M |
| OLIO Financial Planning | 0.81% | Reduce -1.3% | 13,459 | $3.3M |
| Trust Co of the South | 0.46% | Add +8.3% | 13,458 | $3.3M |
| Spire Wealth Management | 0.10% | Reduce -3.8% | 13,426 | $3.3M |
| IVC Wealth Advisors LLC | 1.27% | Reduce -0.6% | 13,425 | $3.3M |
| Belpointe Asset Management LLC | 0.11% | Reduce -3.0% | 13,272 | $3.2M |
| Gibraltar Capital Management, Inc. | 0.50% | Add +0.5% | 13,186 | $3.2M |
| Coquina Private Wealth LLC | 2.16% | Add +8.0% | 13,116 | $3.2M |
| McKinley Carter Wealth Services, Inc. | 0.16% | Reduce -0.2% | 13,090 | $3.2M |
| Pillar Financial Advisors, LLC | 1.66% | Reduce -0.7% | 13,062 | $3.2M |
| Foster & Motley Inc. | 0.14% | Reduce -2.1% | 12,945 | $3.1M |
| Citigroup Inc. | 0.00% | Add +4.2% | 12,938 | $3.1M |
| Composition Wealth, LLC | 0.04% | Add +1.1% | 12,918 | $3.1M |
| Christine Messmer PC | 1.76% | Reduce -2.8% | 12,869 | $3.1M |
| Parsons Capital Management Inc. | 0.14% | Add +4.2% | 12,756 | $3.1M |
| Wealthcare Advisory Partners LLC | 0.06% | Reduce -29.5% | 12,734 | $3.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -1.5% | 12,717 | $3.1M |
| KPP Advisory Services LLC | 0.39% | Reduce -12.2% | 12,707 | $3.1M |
| Northwest Wealth Management, LLC | 0.41% | Reduce -1.1% | 12,691 | $3.1M |
| Kintra Wealth, LLC | 0.16% | Reduce -30.2% | 12,265 | $3.1M |
| New Age Alpha Advisors, LLC | 0.13% | Reduce -28.1% | 12,665 | $3.1M |
| SouthState Bank Corp | 0.13% | Reduce -0.3% | 12,617 | $3.1M |
| Shared Vision Wealth Group LLC | 1.05% | Add +11.6% | 12,564 | $3.1M |
| O'ROURKE & COMPANY, Inc | 1.06% | Add +0.2% | 12,497 | $3.0M |
| Envision Financial LLC | 1.37% | Reduce -8.9% | 12,227 | $3.0M |
| Principal Securities, Inc. | 0.04% | Reduce -1.4% | 12,195 | $3.0M |
| SKY-Mountain Capital Management, Inc. | 2.12% | Add +54.3% | 12,193 | $3.0M |
| OneAscent Financial Services LLC | 0.14% | Add +0.3% | 12,169 | $3.0M |
| Harbor Investment Advisory, LLC | 0.21% | Add +19.0% | 12,158 | $3.0M |
| Alpine Bank Wealth Management | 0.38% | No change | 12,154 | $3.0M |
| Patriot Investment Management Group, Inc. | 0.17% | No change | 12,126 | $2.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -6.8% | 12,030 | $2.9M |
| Maryland Capital Advisors Inc. | 0.93% | — | 11,998 | $2.9M |
| TFB Advisors LLC | 1.28% | Reduce -0.4% | 11,982 | $2.9M |
| Fiduciary Financial Advisors | 0.29% | New | 11,919 | $2.9M |
| TD Private Client Wealth LLC | 0.05% | Reduce -1.8% | 11,893 | $2.9M |
| Advyzon Investment Management, LLC | 0.21% | Add +10.9% | 11,827 | $2.9M |
| Mgo One Seven LLC | 0.05% | Reduce -2.6% | 11,825 | $2.9M |
| Arista Wealth Management, LLC | 0.31% | Reduce -0.0% | 11,817 | $2.9M |
| Stirlingshire Investments, Inc. | 2.12% | Reduce -8.8% | 11,749 | $2.9M |
| Trust Co. of Toledo NA | 0.24% | Reduce -1.2% | 11,696 | $2.8M |
| Midwestern Financial, LLC | 1.98% | Reduce -2.6% | 11,654 | $2.8M |
| Capital Advisors Wealth Management, LLC | 0.33% | Reduce -3.4% | 11,516 | $2.8M |
| Wealthspire Retirement, LLC | 0.15% | Add +1.2% | 11,463 | $2.8M |
| Beaird Harris Wealth Management, LLC | 0.17% | Reduce -7.6% | 11,366 | $2.8M |
| Monetary Solutions, Ltd | 2.36% | Add +2.4% | 11,295 | $2.7M |
| Roberts Glore & Co. Inc. | 0.68% | Reduce -7.0% | 11,291 | $2.7M |
| Telos Capital Management, Inc. | 0.24% | Reduce -4.2% | 11,255 | $2.7M |
| Rebalance, LLC | 0.14% | Reduce -8.7% | 11,244 | $2.7M |
| Cambridge Financial Group, LLC | 0.86% | Reduce -10.2% | 11,232 | $2.7M |
| XY Planning Network, Inc. | 0.34% | Add +358.5% | 11,169 | $2.7M |
| Midwest Financial Group LLC | 0.95% | Add +0.5% | 11,105 | $2.7M |
| Optima Capital LLC | 1.06% | Add +7.9% | 11,098 | $2.7M |
| North Star Investment Management Corp. | 0.15% | Reduce -3.0% | 11,087 | $2.7M |
| Savvy Advisors, Inc. | 0.06% | Add +9.1% | 11,076 | $2.7M |
| Intellectus Partners, LLC | 0.47% | Add +1.1% | 11,067 | $2.7M |
| Thoroughbred Financial Services, LLC | 0.13% | Reduce -1.7% | 11,968 | $2.7M |
| Kingsview Wealth Management, LLC | 0.03% | Add +12.6% | 10,926 | $2.7M |
| Shayne & Jacobs, LLC | 0.78% | Reduce -0.5% | 10,892 | $2.6M |
| Marino, Stram & Associates LLC | 0.42% | Add +12.1% | 10,812 | $2.6M |
| Ballentine Partners, LLC | 0.03% | Add +2.5% | 10,799 | $2.6M |
| WealthShield Partners, LLC | 0.40% | Reduce -30.9% | 10,795 | $2.6M |
| Prospera Financial Services Inc | 0.04% | Reduce -0.7% | 10,755 | $2.6M |
| Sage Mountain Advisors LLC | 0.16% | Reduce -0.0% | 10,785 | $2.6M |
| Trust Co | 0.24% | Add +24.1% | 10,782 | $2.6M |
| Powerhouse Assets LLC | 2.13% | Reduce -0.3% | 10,767 | $2.6M |
| Waystone Advisors LLC | 1.95% | Add +16.7% | 10,752 | $2.6M |
| Brand Asset Management Group, Inc. | 0.58% | Reduce -5.3% | 10,707 | $2.6M |
| Matisse Capital | 1.04% | No change | 10,652 | $2.6M |
| Moneco Advisors, LLC | 0.16% | Add +3.8% | 10,612 | $2.6M |
| Seeds Investor LLC | 0.26% | Reduce -0.7% | 10,511 | $2.6M |
| Sageworth Trust Co | 0.10% | Reduce -30.0% | 10,506 | $2.6M |
| Parkside Financial Bank & Trust | 0.17% | Add +20.6% | 10,500 | $2.6M |
| Kingswood Wealth Advisors, LLC | 0.10% | Add +6.3% | 10,494 | $2.6M |
| Facet Wealth, Inc. | 0.04% | Reduce -65.8% | 10,476 | $2.5M |
| Factor Wealth Management LTD | 0.38% | Reduce -14.8% | 10,419 | $2.5M |
| Plancorp, LLC | 0.06% | Reduce -10.5% | 10,462 | $2.5M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +5.1% | 10,409 | $2.5M |
| Sterling Financial Planning, Inc. | 0.69% | Reduce -0.3% | 10,385 | $2.5M |
| Mustard Seed Financial, LLC | 1.30% | Add +1.2% | 10,321 | $2.5M |
| NorthRock Partners, LLC | 0.04% | Reduce -9.8% | 10,316 | $2.5M |
| Fiduciary Advisors, Inc. | 1.68% | Reduce -3.4% | 10,276 | $2.5M |
| Quotient Wealth Partners, LLC | 0.06% | Reduce -1.1% | 10,262 | $2.5M |
| RMR Capital Management, LLC | 1.72% | Add +1.3% | 10,260 | $2.5M |
| Vanguard Advisers Inc. | 0.01% | Add +3.8% | 10,220 | $2.5M |
| Keybank National Association | 0.01% | Add +4.8% | 10,193 | $2.5M |
| Donalies Financial Planning, LLC | 1.82% | Reduce -0.1% | 10,160 | $2.5M |
| Goepper Burkhardt LLC | 0.74% | Reduce -12.6% | 10,153 | $2.5M |
| Livet Wealth, LLC | 1.42% | Reduce -0.8% | 10,141 | $2.5M |
| Simmons Bank | 0.14% | Reduce -2.8% | 10,119 | $2.5M |
| TritonPoint Partners, LLC | 0.20% | Add +435.6% | 10,054 | $2.4M |
| Empowered Funds, LLC | 0.01% | Add +27.5% | 10,029 | $2.4M |
| Fortitude Family Office, LLC | 0.47% | No change | 10,000 | $2.4M |
| Newton One Investments LLC | 0.61% | Reduce -1.7% | 9,983 | $2.4M |
| Roundview Capital LLC | 0.13% | Add +0.5% | 9,933 | $2.4M |
| Family Legacy, Inc. | 0.64% | Reduce -0.9% | 9,871 | $2.4M |
| Probity Advisors, Inc. | 0.34% | Reduce -2.7% | 9,793 | $2.4M |
| One Charles Private Wealth Services, LLC | 0.55% | Reduce -0.3% | 9,756 | $2.4M |
| Farmers & Merchants Investments Inc. | 0.06% | Reduce -1.0% | 9,658 | $2.3M |
| Junk Investment Group, LLC | 1.04% | Reduce -2.2% | 9,639 | $2.3M |
| Laurel Oak Wealth Management, LLC | 0.34% | Reduce -10.9% | 9,557 | $2.3M |
| Curtis Advisory Group, LLC | 0.45% | Reduce -0.6% | 9,529 | $2.3M |
| 180 Wealth Advisors, LLC | 0.23% | Reduce -3.0% | 9,509 | $2.3M |
| WP Advisors, LLC | 0.56% | Reduce -10.4% | 9,497 | $2.3M |
| Gradient Capital Advisors, LLC | 0.53% | Reduce -3.9% | 9,495 | $2.3M |
| IF Advisors, LLC | 1.51% | Reduce -0.6% | 9,464 | $2.3M |
| MB Generational Wealth, LLC | 1.13% | No change | 9,461 | $2.3M |
| Crestwood Advisors Group, LLC | 0.03% | Reduce -0.8% | 9,419 | $2.3M |
| Wesbanco Bank Inc. | 0.06% | Add +4.3% | 9,410 | $2.3M |
| Greenspring Advisors, LLC | 0.12% | Reduce -0.2% | 9,223 | $2.2M |
| Tobias Financial Advisors, Inc. | 0.28% | Reduce -1.4% | 9,216 | $2.2M |
| Grove Bank & Trust | 0.22% | Add +3.7% | 9,174 | $2.2M |
| CJM Wealth Advisers, Ltd. | 0.58% | Reduce -10.2% | 9,161 | $2.2M |
| Baker Tilly Wealth Management, LLC | 0.47% | No change | 9,085 | $2.2M |
| Topsail Wealth Management, LLC | 0.28% | No change | 9,071 | $2.2M |
| Guidance Point Advisors, LLC | 0.48% | Add +0.2% | 9,046 | $2.2M |
| Wealthspan Partners, LLC | 0.69% | Add +0.1% | 9,007 | $2.2M |
| Brown Wealth Management, LLC | 0.49% | Add +1.9% | 9,001 | $2.2M |
| Strategic Blueprint, LLC | 0.11% | Add +0.9% | 8,991 | $2.2M |
| Center For Asset Management LLC | 0.97% | Add +1.9% | 8,987 | $2.2M |
| Pine Valley Investments Ltd Liability Co | 0.09% | Add +0.6% | 8,926 | $2.2M |
| Walkner Condon Financial Advisors LLC | 0.24% | Add +0.1% | 8,737 | $2.1M |
| Liberty Wealth Management LLC | 0.26% | No change | 9,752 | $2.1M |
| BTC Capital Management, Inc. | 0.13% | Reduce -4.0% | 8,712 | $2.1M |
| Chapin Davis, Inc. | 0.37% | Reduce -0.3% | 8,709 | $2.1M |
| Triune Financial Partners, LLC | 0.44% | Add +1.0% | 8,696 | $2.1M |
| BSW Wealth Partners | 0.23% | Add +5.5% | 8,689 | $2.1M |
| Duncker Streett & Co. Inc. | 0.36% | Add +0.0% | 8,646 | $2.1M |
| Loomis Sayles & Co. L P | 0.00% | Add +55.5% | 8,639 | $2.1M |
| Sapient Capital LLC | 0.03% | Add +1.6% | 8,609 | $2.1M |
| InvesTrust | 0.80% | Reduce -0.1% | 8,606 | $2.1M |
| Jacobs Equity LLC | 1.44% | Reduce -0.5% | 8,597 | $2.1M |
| Tranquility Partners, LLC | 0.72% | Reduce -1.2% | 8,596 | $2.1M |
| Pioneer Wealth Management Group | 0.50% | Reduce -2.9% | 8,593 | $2.1M |
| Level Four Advisory Services, LLC | 0.06% | Add +1.9% | 8,582 | $2.1M |
| Archford Capital Strategies, LLC | 0.21% | Reduce -2.8% | 8,555 | $2.1M |
| LS Investment Advisors, LLC | 0.28% | Reduce -1.5% | 8,530 | $2.1M |
| Breakwater Capital Group | 0.25% | Add +1.0% | 8,529 | $2.1M |
| Sowell Financial Services LLC | 0.07% | Reduce -5.3% | 8,512 | $2.1M |
| Earned Wealth Advisors, LLC | 0.13% | Reduce -7.3% | 8,510 | $2.1M |
| VestGen Advisors, LLC | 0.06% | Reduce -44.2% | 8,494 | $2.1M |
| Magnus Financial Group LLC | 0.15% | Reduce -4.2% | 8,477 | $2.1M |
| Mutual Advisors, LLC | 0.04% | Reduce -0.4% | 8,421 | $2.0M |
| Windward Private Wealth Management Inc. | 0.65% | No change | 8,412 | $2.0M |
| Victory Capital Management Inc. | 0.00% | No change | 8,408 | $2.0M |
| Tritonpoint Wealth, LLC | 0.20% | Add +13.6% | 8,402 | $2.0M |
| Compton Wealth Advisory Group, LLC | 0.41% | Reduce -2.2% | 8,362 | $2.0M |
| Paragon Capital Management Ltd | 0.38% | Add +0.2% | 8,269 | $2.0M |
| J. M. Brown & Associates Inc. | 1.14% | — | 8,210 | $2.0M |
| Ofc Financial Planning, LLC | 1.76% | Reduce -7.7% | 8,152 | $2.0M |
| City State Bank | 0.45% | Reduce -0.6% | 8,133 | $2.0M |
| AlphaCore Capital LLC | 0.04% | Add +9.7% | 8,101 | $2.0M |
| Financial Enhancement Group LLC | 0.23% | Add +6.1% | 8,057 | $2.0M |
| SC&H Financial Advisors, Inc. | 0.26% | Add +0.1% | 7,969 | $1.9M |
| Richardson Financial Services Inc. | 1.09% | Add +5.8% | 7,944 | $1.9M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Add +5.8% | 7,940 | $1.9M |
| Insigneo Advisory Services, LLC | 0.07% | Reduce -10.4% | 7,880 | $1.9M |
| Clarity Capital Advisors, LLC | 0.80% | Add +0.5% | 7,863 | $1.9M |
| Diversified Enterprises, LLC | 0.09% | Reduce -3.8% | 7,862 | $1.9M |
| Riversedge Advisors, LLC | 0.25% | Reduce -9.9% | 7,836 | $1.9M |
| Klingman & Associates, LLC | 0.08% | Reduce -0.1% | 7,832 | $1.9M |
| McGlone Suttner Wealth Management, Inc. | 0.22% | Add +0.0% | 7,822 | $1.9M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -17.2% | 7,817 | $1.9M |
| Vance Wealth, LLC | 0.43% | Reduce -6.5% | 7,812 | $1.9M |
| Michels Family Financial, LLC | 1.22% | Add +3.9% | 7,809 | $1.9M |
| Financial Counselors Inc. | 2.59% | Reduce -3.0% | 7,755 | $1.9M |
| Infinity Wealth Counsel, LLC | 1.51% | Add +2.4% | 7,697 | $1.9M |
| Cardinal Point Capital Management ULC | 0.10% | Add +1.6% | 7,612 | $1.8M |
| Monument Group Wealth Advisors, LLC | 0.88% | Add +408.5% | 39,196 | $1.8M |
| Bokf, NA | 0.03% | Add +0.1% | 7,494 | $1.8M |
| BigSur Wealth Management LLC | 0.44% | No change | 7,466 | $1.8M |
| IMA Advisory Services, Inc. | 0.11% | New | 7,453 | $1.8M |
| Hardy Reed LLC | 0.12% | No change | 7,436 | $1.8M |
| SlateStone Wealth, LLC | 0.14% | Reduce -9.7% | 7,412 | $1.8M |
| Focus Financial Network, Inc. | 0.06% | Reduce -5.5% | 7,408 | $1.8M |
| Forest Hill Capital, LLC | 1.38% | Add +7.3% | 7,400 | $1.8M |
| Baker Ellis Asset Management LLC | 0.19% | Reduce -0.3% | 7,393 | $1.8M |
| Trust Co. of Vermont | 0.07% | — | 7,388 | $1.8M |
| Alteri Wealth LLC | 0.50% | Reduce -2.6% | 7,388 | $1.8M |
| TRUE Private Wealth Advisors | 0.15% | Add +15.7% | 7,235 | $1.8M |
| Financial Freedom, LLC | 0.80% | Reduce -36.1% | 7,193 | $1.7M |
| Genesis Financial Group, LLC | 1.13% | Add +3.3% | 7,151 | $1.7M |
| Simon Quick Advisors, LLC | 0.07% | No change | 7,149 | $1.7M |
| Graetz Wealth LLC | 1.38% | Add +28.5% | 7,132 | $1.7M |
| Fulton Bank, N.A. | 0.05% | Add +3.0% | 7,104 | $1.7M |
| Cibc World Market Inc. | 0.00% | Add +3.4% | 6,981 | $1.7M |
| Bank of Hawaii | 0.08% | Reduce -1.7% | 6,971 | $1.7M |
| 1834 Investment Advisors Co. | 0.19% | Add +11.4% | 6,927 | $1.7M |
| Market Street Wealth Management Advisors LLC | 0.24% | Reduce -4.7% | 6,903 | $1.7M |
| Capital Squared Financial LLC | 1.08% | Add +2.8% | 6,825 | $1.7M |
| Evergreen Wealth Management, LLC | 0.78% | Reduce -0.3% | 6,812 | $1.7M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Reduce -4.9% | 6,797 | $1.7M |
| Friday Financial | 0.44% | Reduce -0.0% | 6,815 | $1.7M |
| O'Connor Financial Group LLC | 0.58% | Reduce -17.4% | 6,756 | $1.6M |
| Fortis Capital Advisors, LLC | 0.18% | Reduce -0.1% | 6,696 | $1.6M |
| Aegis Wealth Management LLC | 0.76% | No change | 6,690 | $1.6M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | Add +0.0% | 6,644 | $1.6M |
| Dravo Bay LLC | 0.56% | Reduce -4.5% | 6,624 | $1.6M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Add +3.5% | 6,624 | $1.6M |
| Uptick Partners, LLC | 0.25% | Add +5.7% | 6,606 | $1.6M |
| Southland Equity Partners LLC | 0.28% | Reduce -4.3% | 6,600 | $1.6M |
| Ritholtz Wealth Management | 0.02% | Add +42.7% | 6,542 | $1.6M |
| Founders Grove Wealth Partners, LLC | 0.32% | Add +0.8% | 6,524 | $1.6M |
| Dynamic Financial Group | 1.19% | Reduce -0.2% | 6,464 | $1.6M |
| C M Bidwell & Associates Ltd. | 0.64% | Reduce -0.2% | 6,420 | $1.6M |
| Gotham Asset Management | 0.00% | Add +9.8% | 6,418 | $1.6M |
| Saxony Capital Management, LLC | 0.71% | Add +2.0% | 6,413 | $1.6M |
| Coastal Bridge Advisors, LLC | 0.10% | Add +7.7% | 6,386 | $1.6M |
| Retirement Planning Group, LLC / NY | 0.84% | Add +21.9% | 6,374 | $1.5M |
| Silverlake Wealth Management LLC | 0.29% | Add +10.2% | 6,309 | $1.5M |
| Arbor Investment Advisors, LLC | 0.17% | Add +0.3% | 6,297 | $1.5M |
| McNamara Financial Services, Inc. | 0.26% | Reduce -4.4% | 6,266 | $1.5M |
| Bruce G. Allen Investments, LLC | 0.97% | Add +2.1% | 6,262 | $1.5M |
| Parkwoods Wealth Partners, LLC | 0.24% | New | 6,239 | $1.5M |
| Sherman Wealth Management LLC | 1.14% | Add +3.2% | 6,221 | $1.5M |
| Precision Wealth Strategies, LLC | 0.46% | Reduce -3.3% | 6,217 | $1.5M |
| Prairie Advisory, LLC | 0.36% | — | 6,212 | $1.5M |
| Wellington Management Group LLP | 0.00% | No change | 6,197 | $1.5M |
| One Day In July LLC | 0.10% | Reduce -14.4% | 6,195 | $1.5M |
| Cadent Capital Advisors, LLC | 0.31% | Reduce -0.7% | 6,135 | $1.5M |
| Weitzel Financial Services, Inc. | 0.51% | Reduce -7.1% | 6,144 | $1.5M |
| IFG Advisory, LLC | 0.05% | Add +7184.5% | 6,119 | $1.5M |
| Condor Capital Management | 0.11% | Reduce -2.0% | 6,118 | $1.5M |
| Painted Porch Advisors LLC | 0.65% | Add +1.6% | 6,118 | $1.5M |
| Revisor Wealth Management LLC | 0.36% | Add +2.0% | 6,115 | $1.5M |
| Trilogy Capital Inc. | 0.06% | Reduce -17.7% | 6,115 | $1.5M |
| VSM Wealth Advisory, LLC | 0.39% | Add +1.2% | 6,105 | $1.5M |
| Franklin Resources Inc. | 0.00% | Add +63.9% | 6,102 | $1.5M |
| WESCAP Management Group, Inc. | 0.28% | No change | 6,088 | $1.5M |
| Three Arch Wealth Management LLC | 0.23% | Add +0.3% | 6,081 | $1.5M |
| Stembrook Asset Management, LLC | 1.27% | Reduce -4.8% | 6,047 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -7.9% | 6,022 | $1.5M |
| Planning Directions Inc. | 0.68% | Reduce -2.3% | 5,999 | $1.5M |
| United Advisor Group, LLC | 0.15% | Add +2.1% | 5,972 | $1.5M |
| Meridian Financial Advisors, LLC | 0.70% | Reduce -0.3% | 5,969 | $1.5M |
| Bluedoor Private Wealth, LLC | 0.61% | Reduce -14.4% | 5,953 | $1.4M |
| WealthCare Investment Partners, LLC | 0.35% | Reduce -9.8% | 5,944 | $1.4M |
| Clear Point Advisors Inc. | 1.27% | New | 5,892 | $1.4M |
| Flputnam Investment Management Co. | 0.02% | Reduce -5.4% | 5,873 | $1.4M |
| Certified Advisory Corp | 0.11% | Reduce -2.0% | 5,857 | $1.4M |
| Maridea Wealth Management LLC | 0.15% | Add +4.8% | 5,798 | $1.4M |
| Baldwin Investment Management, LLC | 0.13% | Add +21.5% | 5,715 | $1.4M |
| ProVise Management Group, LLC | 0.09% | Reduce -3.7% | 5,713 | $1.4M |
| Insight Advisors, LLC/ PA | 0.24% | Reduce -1.1% | 5,694 | $1.4M |
| ARK & TLK Investments, LLC | 0.34% | Reduce -1.1% | 5,693 | $1.4M |
| Signal Advisors Wealth, LLC | 0.07% | Add +61.5% | 5,682 | $1.4M |
| Eagle Harbor Asset Management Inc. | 1.08% | Reduce -4.1% | 5,669 | $1.4M |
| Indivisible Partners | 0.08% | Reduce -3.3% | 5,617 | $1.4M |
| Chatham Capital Group, Inc. | 0.17% | No change | 5,589 | $1.4M |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -5.3% | 5,565 | $1.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -53.0% | 5,551 | $1.3M |
| Pekin Hardy Strauss, Inc. | 0.12% | Reduce -0.8% | 5,503 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.04% | Add +14.3% | 5,493 | $1.3M |
| Cooksen Wealth, LLC | 0.84% | Reduce -9.1% | 5,492 | $1.3M |
| Lynx Investment Advisory | 0.43% | Add +326.2% | 5,438 | $1.3M |
| Maimon Wealth Management LTD. | 1.01% | Add +1.4% | 5,409 | $1.3M |
| Clark Asset Management, LLC | 0.10% | Add +43.4% | 5,386 | $1.3M |
| JT Stratford LLC | 0.14% | Add +2.8% | 5,384 | $1.3M |
| TruNorth Capital Management, LLC | 0.21% | No change | 5,382 | $1.3M |
| Pacific Sun Financial Corp | 0.54% | Reduce -10.3% | 5,376 | $1.3M |
| High Net Worth Advisory Group LLC | 0.28% | Add +0.2% | 5,354 | $1.3M |
| GHP Investment Advisors, Inc. | 0.05% | Reduce -2.5% | 5,345 | $1.3M |
| Mascagni Wealth Management, Inc. | 0.80% | Reduce -5.5% | 5,321 | $1.3M |
| Cambridge Capital Management, LLC | 0.49% | Reduce -1.1% | 5,309 | $1.3M |
| MJT & Associates Financial Advisory Group, Inc. | 0.85% | Reduce -0.9% | 5,295 | $1.3M |
| Meritas Wealth Management, LLC | 0.50% | Add +0.1% | 5,283 | $1.3M |
| Investor's Fiduciary Advisor Network, LLC | 0.44% | Reduce -16.8% | 5,279 | $1.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Reduce -30.1% | 5,273 | $1.3M |
| Iron Gate Global Advisors LLC | 0.12% | Reduce -0.3% | 5,262 | $1.3M |
| Strategic Financial Partners, Ltd. | 0.48% | Add +0.2% | 5,211 | $1.3M |
| First National Bank of Mount Dora, Trust Investment Services | 0.25% | No change | 5,196 | $1.3M |
| Strategic Financial Group, LLC | 1.21% | Reduce -1.2% | 5,193 | $1.3M |
| Capital Analysts, LLC | 0.03% | Reduce -24.4% | 5,188 | $1.3M |
| Moisand Fitzgerald Tamayo, LLC | 0.12% | Add +0.0% | 5,173 | $1.3M |
| BKM Wealth Management, LLC | 0.44% | Reduce -23.0% | 5,149 | $1.3M |
| Wedbush Securities Inc. | 0.03% | Add +1.4% | 5,142 | $1.2M |
| Community Financial Services Group, LLC | 0.18% | Reduce -13.3% | 5,097 | $1.2M |
| Archer Investment Corp | 0.24% | Add +2.4% | 5,091 | $1.2M |
| John A. Wolfe & Associates, Inc. | 1.69% | Reduce -2.4% | 5,050 | $1.2M |
| Hoge Financial Services, LLC | 0.59% | Reduce -0.3% | 5,048 | $1.2M |
| King Wealth Management Group | 0.13% | Reduce -1.2% | 5,032 | $1.2M |
| Independent Wealth Advisors LLC | 1.10% | Reduce -9.7% | 5,013 | $1.2M |
| Nuveen, LLC | 0.00% | New | 5,000 | $1.2M |
| Visionary Wealth Advisors | 0.05% | Reduce -0.3% | 4,989 | $1.2M |
| Legacy Edge Advisors, LLC | 0.11% | No change | 4,988 | $1.2M |
| NBT Bank, N.A. | 0.08% | Reduce -84.0% | 4,971 | $1.2M |
| American Financial Advisors, LLC | 0.15% | Add +5.9% | 4,966 | $1.2M |
| Caprock Group, LLC | 0.02% | Reduce -4.9% | 4,956 | $1.2M |
| Empower Advisory Group, LLC | 0.00% | Reduce -1.4% | 4,956 | $1.2M |
| Blue Trust, Inc. | 0.01% | Reduce -23.4% | 4,940 | $1.2M |
| Bridge Generations Wealth Management LLC | 0.61% | No change | 4,925 | $1.2M |
| LexAurum Advisors, LLC | 0.14% | Add +20.3% | 4,914 | $1.2M |
| Compass Financial Group, INC | 0.14% | Reduce -11.0% | 4,908 | $1.2M |
| Main Street Financial Solutions, LLC | 0.08% | Reduce -0.4% | 4,907 | $1.2M |
| Resurgent Financial Advisors LLC | 0.33% | Reduce -6.5% | 4,901 | $1.2M |
| Asset Dedication, LLC | 0.07% | Add +17.4% | 4,900 | $1.2M |
| RFP Financial Group LLC | 0.53% | No change | 4,880 | $1.2M |
| Ritter Daniher Financial Advisory LLC / DE | 0.18% | Reduce -0.8% | 4,880 | $1.2M |
| Signaturefd, LLC | 0.02% | Add +4.5% | 4,852 | $1.2M |
| McClarren Financial Advisors, Inc. | 0.61% | Reduce -3.3% | 4,825 | $1.2M |
| Texas Bank & Trust Co | 0.38% | Reduce -1.5% | 4,817 | $1.2M |
| Markowski Investments | 0.26% | — | 4,802 | $1.2M |
| Two Sigma Securities, LLC | 0.10% | New | 4,784 | $1.2M |
| Asempa Wealth Advisors | 0.89% | Add +0.2% | 4,781 | $1.2M |
| Transcend Capital Advisors, LLC | 0.08% | Add +0.0% | 4,772 | $1.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Add +0.4% | 4,766 | $1.2M |
| Beacon Financial Advisory LLC | 0.23% | Add +3.0% | 4,746 | $1.2M |
| Providence Capital Advisors, LLC | 0.17% | No change | 4,698 | $1.1M |
| Sagace Wealth Management LLC | 0.72% | Reduce -0.2% | 4,690 | $1.1M |
| Greenwood Gearhart LLC | 0.05% | Add +51.8% | 4,690 | $1.1M |
| Aire Advisors, LLC | 0.18% | Reduce -2.3% | 4,667 | $1.1M |
| Ballast Financial Advisors LLC | 1.02% | Reduce -6.2% | 4,619 | $1.1M |
| Acorn Financial Advisory Services Inc. | 0.15% | Reduce -4.3% | 4,616 | $1.1M |
| Petix & Botte Co | 0.23% | Add +71.6% | 4,608 | $1.1M |
| Silver Oak Advisory Group, Inc. | 0.44% | Reduce -1.7% | 4,565 | $1.1M |
| Level Financial Advisors | 0.25% | Reduce -1.2% | 4,553 | $1.1M |
| Battery Global Advisors, LLC | 0.55% | No change | 4,545 | $1.1M |
| CVA Family Office, LLC | 0.10% | Reduce -12.4% | 4,540 | $1.1M |
| Nicolet Bankshares Inc. | 0.03% | Add +14.1% | 4,492 | $1.1M |
| Octavia Wealth Advisors, LLC | 0.09% | Reduce -2.4% | 4,493 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | Add +10.4% | 4,491 | $1.1M |
| Financial Alternatives, Inc | 0.54% | No change | 4,489 | $1.1M |
| HFG Advisors, Inc. | 0.68% | No change | 4,481 | $1.1M |
| Wealth Alliance, LLC | 0.09% | Reduce -20.7% | 4,463 | $1.1M |
| Prospera Capital Management, LLC | 0.34% | Add +0.8% | 4,454 | $1.1M |
| Summit Wealth Group LLC / Co. | 0.09% | Add +8.1% | 4,458 | $1.1M |
| Cpwa, LLC | 1.24% | Reduce -1.2% | 4,387 | $1.1M |
| Rooted Wealth Advisors, Inc. | 0.26% | Add +16.1% | 4,386 | $1.1M |
| Canal Capital Management, LLC | 0.13% | No change | 4,382 | $1.1M |
| Conrad Siegel Investment Advisors, Inc. | 0.17% | Reduce -0.2% | 4,380 | $1.1M |
| Keb Asset Management, LLC | 0.17% | Reduce -2.3% | 4,374 | $1.1M |
| Graves Light Lenhart Wealth, Inc. | 0.10% | Add +0.1% | 4,366 | $1.1M |
| Yukon Wealth Management, Inc. | 0.30% | Add +41.4% | 4,347 | $1.1M |
| Mezzasalma Advisors, LLC | 0.21% | Add +2.2% | 4,340 | $1.1M |
| IFG Advisors, LLC | 0.15% | Add +0.1% | 4,337 | $1.1M |
| Western Wealth Management, LLC | 0.03% | Reduce -3.1% | 4,337 | $1.1M |
| Dopkins Wealth Management, LLC | 0.38% | No change | 4,326 | $1.1M |
| City Holding Co. | 0.12% | Add +11.3% | 4,321 | $1.0M |
| Accretive Wealth Partners, LLC | 0.26% | Reduce -2.6% | 4,319 | $1.0M |
| SVRN Asset Management, LLC | 0.54% | No change | 4,296 | $1.0M |
| Caitlin John, LLC | 0.57% | Add +1.2% | 4,268 | $1.0M |
| Principal Financial Group Inc. | 0.00% | Add +178.0% | 4,267 | $1.0M |
| Marion Wealth Management | 0.21% | No change | 4,261 | $1.0M |
| Csenge Advisory Group | 0.04% | Reduce -8.3% | 4,217 | $1.0M |
| Manske Wealth Management | 0.25% | Add +71.9% | 4,211 | $1.0M |
| Townsend Asset Management Corp. /NC/ | 0.33% | Add +38.1% | 4,196 | $1.0M |
| Becker Capital Management Inc. | 0.03% | Reduce -1.1% | 4,192 | $1.0M |
| Schwallier Wealth Management LLC | 0.64% | Reduce -3.2% | 4,192 | $1.0M |
| Bishop & Co Investment Management, LLC | 0.31% | Reduce -2.5% | 4,164 | $1.0M |
| Grange Capital, LLC | 0.93% | Reduce -8.6% | 4,158 | $1.0M |
| Vannoy Advisory Group, Inc. | 0.57% | Reduce -1.7% | 4,152 | $1.0M |
| Founders Financial Securities LLC | 0.05% | Reduce -5.5% | 4,151 | $1.0M |
| Burns Matteson Capital Management, LLC | 0.32% | Reduce -7.9% | 4,129 | $1.0M |
| RS Crum Inc. | 0.19% | No change | 4,112 | $999K |
| Jacobi Capital Management LLC | 0.05% | Reduce -3.3% | 4,108 | $998K |
| Fermata Advisors, LLC | 0.20% | Reduce -4.5% | 4,100 | $996K |
| J. Derek Lewis & Associates Inc. | 0.19% | Add +0.1% | 4,089 | $994K |
| QRG Capital Management, Inc. | 0.01% | Add +9.2% | 4,079 | $991K |
| Disciplined Investments, LLC | 0.32% | Reduce -0.1% | 4,074 | $990K |
| Winebrenner Capital Management LLC | 0.60% | Add +0.1% | 4,054 | $985K |
| Wealth Preservation Advisors, LLC | 0.56% | Add +5.8% | 4,051 | $984K |
| Madison Wealth Partners, Inc | 0.13% | Reduce -5.9% | 4,051 | $984K |
| TCI Wealth Advisors, Inc. | 0.04% | Add +34.2% | 4,045 | $983K |
| LPWM LLC | 0.22% | No change | 4,027 | $978K |
| Fearless Solutions, LLC dba Best Invest | 0.51% | Reduce -2.2% | 3,999 | $972K |
| Horizon Investment Services, LLC | 0.27% | Add +0.2% | 3,990 | $970K |
| Kapstone Financial Advisors LLC | 0.40% | Reduce -2.4% | 3,980 | $967K |
| Smithfield Trust Co | 0.04% | Reduce -0.0% | 3,974 | $966K |
| Daymark Wealth Partners, LLC | 0.02% | Add +145.3% | 3,972 | $965K |
| MidAtlantic Capital Management, Inc. | 0.60% | Reduce -27.6% | 3,963 | $963K |
| Embree Financial Group | 0.10% | Add +0.1% | 3,954 | $961K |
| Larson Financial Group LLC | 0.03% | Add +6.6% | 3,941 | $958K |
| Balefire, LLC | 0.16% | Reduce -4.3% | 3,939 | $957K |
| American Money Management, LLC | 0.14% | Reduce -0.9% | 3,916 | $952K |
| Freestone Capital Holdings, LLC | 0.02% | Add +1.1% | 3,902 | $948K |
| Fonville Wealth Management LLC | 0.15% | Add +2.0% | 3,891 | $946K |
| Willner & Heller, LLC | 0.59% | Add +0.4% | 3,887 | $945K |
| Spinnaker Investment Group, LLC | 0.15% | Reduce -5.6% | 3,886 | $944K |
| Canandaigua National Bank & Trust Co. | 0.08% | — | 3,876 | $942K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.14% | Reduce -5.4% | 3,851 | $936K |
| Magnolia Capital Advisors LLC | 0.16% | Reduce -1.0% | 3,844 | $934K |
| One Capital Management, LLC | 0.03% | No change | 4,298 | $934K |
| Spirepoint Private Client, LLC | 0.08% | Add +12.2% | 3,826 | $930K |
| Rossby Financial, LCC | 0.17% | Reduce -0.3% | 3,797 | $923K |
| Berkeley, Inc | 0.29% | Reduce -2.7% | 3,793 | $922K |
| Caldwell Trust Co | 0.07% | Add +5.2% | 3,783 | $919K |
| Soltis Investment Advisors LLC | 0.05% | Reduce -18.3% | 3,777 | $918K |
| Glassman Wealth Services | 0.11% | Add +0.0% | 3,777 | $918K |
| Quantum Financial Advisors, LLC | 0.09% | Reduce -0.3% | 3,764 | $915K |
| Kovack Advisors, Inc. | 0.04% | Add +7.8% | 3,762 | $914K |
| Lake Street Private Wealth, LLC | 0.10% | Add +0.0% | 3,750 | $911K |
| Envision Financial Planning, LLC | 0.29% | Reduce -6.3% | 3,726 | $905K |
| Westhampton Capital, LLC | 0.37% | Reduce -0.5% | 3,710 | $901K |
| McDonald Partners LLC | 0.22% | Add +2.5% | 3,695 | $898K |
| Sightline Wealth Advisors, LLC | 0.33% | Add +0.1% | 3,692 | $897K |
| LightSquare Wealth Management, LLC | 0.62% | Reduce -9.9% | 3,691 | $897K |
| Anchor Investment Management, LLC | 0.07% | Reduce -12.2% | 3,668 | $891K |
| KDT Advisors, LLC | 1.23% | No change | 3,650 | $887K |
| Bestgate Wealth Advisors, LLC | 1.40% | Reduce -19.5% | 3,617 | $879K |
| Armbruster Capital Management, Inc. | 0.13% | No change | 3,614 | $878K |
| Goelzer Investment Management, Inc. | 0.04% | Reduce -11.8% | 3,605 | $876K |
| Citizens Financial Group Inc. | 0.01% | Reduce -13.5% | 3,601 | $875K |
| Medallion Wealth Advisors, LLC | 0.28% | Reduce -3.7% | 3,600 | $875K |
| Physician Wealth Advisors, Inc. | 0.10% | Add +0.0% | 3,590 | $872K |
| Chesley Taft & Associates LLC | 0.03% | No change | 3,587 | $872K |
| Life Planning Partners, Inc | 0.64% | Reduce -3.0% | 3,557 | $864K |
| Arrowroot Family Office, LLC | 0.25% | Reduce -0.1% | 3,551 | $863K |
| BCS Wealth Management | 0.15% | Reduce -0.3% | 3,536 | $859K |
| Mayfair Advisory Group, LLC | 0.26% | Reduce -4.4% | 3,506 | $856K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 3,513 | $853K |
| Agate Pass Investment Management, LLC | 0.31% | No change | 3,503 | $851K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.24% | Add +0.3% | 3,494 | $849K |
| Greykasell Wealth Strategies, Inc. | 0.31% | Add +0.1% | 3,481 | $846K |
| Libra Wealth LLC | 0.22% | No change | 3,479 | $845K |
| Elm Partners Management LLC | 0.03% | Reduce -0.6% | 3,450 | $838K |
| Prospect Financial Services LLC | 0.42% | Add +69.3% | 3,446 | $837K |
| truNorth Financial Services, Inc. | 0.75% | Reduce -7.9% | 3,430 | $833K |
| Bedel Financial Consulting, Inc. | 0.08% | Add +0.5% | 3,372 | $819K |
| GLR Partners, LLC | 0.38% | Reduce -4.0% | 3,352 | $815K |
| First National Bank of Omaha | 0.02% | No change | 3,324 | $808K |
| MorganRosel Wealth Management, LLC | 0.27% | Add +12.8% | 3,317 | $806K |
| Abbot Financial Management, Inc. | 0.30% | Add +1.5% | 3,314 | $805K |
| Koenig Investment Advisory, LLC | 0.63% | Reduce -15.5% | 3,312 | $805K |
| Rockwood Wealth Management, LLC | 0.05% | Add +1.2% | 3,310 | $804K |
| Canvas Wealth Advisors, LLC | 0.11% | Reduce -3.7% | 3,308 | $804K |
| Atlantic Union Bankshares Corp | 0.01% | Add +7.3% | 3,304 | $803K |
| Sage Investment Counsel LLC | 0.80% | Add +1.8% | 3,293 | $800K |
| Parcion Private Wealth LLC | 0.04% | Reduce -3.7% | 3,293 | $800K |
| StoneX Group Inc. | 0.03% | Reduce -8.8% | 3,277 | $797K |
| OFS Enterprise LLC | 0.20% | Reduce -0.1% | 3,280 | $797K |
| Wilmington Savings Fund Society, FSB | 0.02% | Reduce -2.9% | 3,264 | $793K |
| Astoria Portfolio Advisors LLC. | 0.13% | New | 3,249 | $790K |
| Wescott Financial Advisory Group, LLC | 0.06% | Reduce -5.8% | 3,239 | $787K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -0.9% | 3,230 | $785K |
| AlTi Global, Inc. | 0.02% | Add +0.0% | 3,226 | $784K |
| Astra Wealth Partners LLC | 0.44% | Add +1.3% | 3,222 | $783K |
| Kathmere Capital Management, LLC | 0.04% | Add +23.8% | 3,190 | $775K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -22.8% | 3,172 | $771K |
| Resolute Advisors LLC | 0.18% | Add +0.5% | 3,158 | $767K |
| Stage Harbor Financial, LLC | 0.44% | Reduce -4.5% | 3,156 | $767K |
| Unconventional Investor, LLC | 0.32% | Add +0.5% | 3,148 | $765K |
| Wealth Management Nebraska | 0.07% | Add +4.2% | 3,142 | $763K |
| Pacific Park Financial, Inc. | 0.44% | Add +66.1% | 3,135 | $762K |
| Busey Bank | 0.02% | Reduce -0.4% | 3,127 | $760K |
| Evergreen Capital Management LLC | 0.01% | Reduce -4.9% | 3,121 | $758K |
| Pointe Capital Management LLC | 0.34% | Add +1.2% | 3,111 | $756K |
| Downshift Financial, LLC | 0.34% | Add +0.3% | 3,106 | $755K |
| LJI Wealth Management, LLC | 0.11% | Add +2.1% | 3,103 | $754K |
| Tennessee Valley Asset Management Partners | 0.08% | Add +0.8% | 3,103 | $754K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +0.2% | 3,090 | $751K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -62.7% | 3,087 | $750K |
| Newman Dignan & Sheerar, Inc. | 0.14% | Reduce -13.9% | 3,084 | $749K |
| Calton & Associates, Inc. | 0.11% | Reduce -0.4% | 3,079 | $748K |
| Nikulski Financial, Inc. | 0.16% | Add +0.8% | 3,077 | $748K |
| Traynor Capital Management, Inc. | 0.04% | Reduce -3.2% | 3,065 | $745K |
| Integrity Advisory Solutions, LLC | 0.08% | Add +11.5% | 3,055 | $743K |
| Legacies Wealth LLC | 0.40% | No change | 3,036 | $738K |
| First Trust Advisors LP | 0.00% | Reduce -92.5% | 3,033 | $737K |
| Brandes Investment Partners, LP | 0.01% | Reduce -62.9% | 3,028 | $736K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -13.9% | 3,027 | $736K |
| Merited Wealth, LLC | 0.52% | Reduce -5.2% | 3,024 | $735K |
| Beckerman Institutional, LLC | 0.35% | No change | 3,024 | $735K |
| Avant Financial Advisors LLC | 0.46% | No change | 3,018 | $733K |
| Droms Strauss Advisors Inc. /Mo/ | 0.17% | Add +0.1% | 3,014 | $732K |
| Woodside Wealth Management LLC | 0.51% | No change | 3,009 | $731K |
| National Bank of Canada | 0.00% | Add +2.9% | 3,008 | $730K |
| Weik Capital Management | 0.28% | No change | 3,000 | $729K |
| Centaurus Financial, Inc. | 0.03% | Reduce -0.9% | 2,966 | $721K |
| Roble, Belko & Company, Inc | 0.08% | Add +0.2% | 2,963 | $720K |
| RHS Financial, LLC | 0.29% | No change | 2,942 | $715K |
| Elevated Financial Group LLC | 0.20% | Reduce -2.7% | 2,941 | $715K |
| Compass Capital Corp. /Ma/ | 0.23% | Reduce -5.4% | 2,856 | $713K |
| Community Bank, N.A. | 0.08% | Add +0.8% | 2,928 | $711K |
| Comprehensive Money Management Services LLC | 0.45% | Add +0.9% | 2,923 | $710K |
| K2 Financial Inc. | 0.50% | Reduce -1.3% | 2,916 | $710K |
| Fifth Third Wealth Advisors LLC | 0.02% | Reduce -11.7% | 2,911 | $707K |
| West Branch Capital LLC | 0.16% | Reduce -19.7% | 2,907 | $706K |
| Gibson Capital, LLC | 0.12% | Reduce -0.1% | 2,896 | $704K |
| Pennington Partners & Co., LLC | 0.22% | Add +6.6% | 2,889 | $702K |
| Cozad Asset Management Inc. | 0.05% | Add +0.4% | 2,886 | $701K |
| Anderson Hoagland & Co. | 0.05% | No change | 2,881 | $700K |
| Valmark Advisers, Inc. | 0.01% | Add +20.6% | 2,880 | $700K |
| Eagle Rock Investment Company, LLC | 0.09% | Reduce -4.9% | 2,878 | $699K |
| FSM Wealth Advisors, LLC | 0.07% | Add +0.2% | 2,876 | $699K |
| ERn Financial, LLC | 0.12% | No change | 2,869 | $697K |
| Provident Living Financial Services, Inc. | 0.69% | Reduce -1.3% | 2,865 | $696K |
| Continuum Advisory, LLC | 0.06% | Reduce -11.1% | 2,859 | $695K |
| American Trust | 0.05% | Reduce -7.5% | 2,850 | $692K |
| Centurion Wealth Management LLC | 0.17% | Reduce -0.3% | 2,847 | $692K |
| Trailhead Planners LLC | 0.66% | New | 2,821 | $685K |
| Godsey & Gibb, Inc. | 0.06% | No change | 2,816 | $684K |
| Perennial Investment Advisors, LLC | 0.05% | Reduce -12.3% | 2,811 | $683K |
| FWG Investments, LLC. | 0.36% | Reduce -0.2% | 2,803 | $681K |
| Essential Planning, LLC. | 0.19% | Reduce -13.6% | 2,801 | $681K |
| Exchange Bank | 0.42% | Add +21.7% | 2,791 | $678K |
| Hoxton Planning & Management, LLC | 0.18% | Reduce -1.3% | 2,791 | $678K |
| Empirical Asset Management, LLC | 0.15% | No change | 2,765 | $672K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -5.3% | 2,755 | $670K |
| Investmark Advisory Group LLC | 0.25% | Reduce -2.6% | 2,747 | $667K |
| USAdvisors Wealth Management, LLC | 0.19% | Reduce -57.9% | 2,742 | $666K |
| Avant Capital LLC | 0.42% | Reduce -0.7% | 2,737 | $665K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -8.1% | 2,734 | $664K |
| Aviso Wealth Management | 0.23% | Add +1.8% | 2,733 | $664K |
| Diversified Trust Co. | 0.01% | Add +3.1% | 2,721 | $661K |
| Windsor Advisory Group, LLC | 0.48% | No change | 2,720 | $661K |
| Foundations Investment Advisors, LLC | 0.01% | Add +3.9% | 2,719 | $661K |
| Pinnacle Bancorp, Inc. | 0.17% | Add +9.8% | 2,711 | $659K |
| TFO Wealth Partners, LLC | 0.07% | Add +3.6% | 2,705 | $657K |
| Strathmore Capital Advisors, Inc. | 0.18% | No change | 2,674 | $651K |
| Cassady Wealth & Retirement Planning, LLC | 0.30% | Reduce -0.3% | 2,675 | $650K |
| Fiduciary Trust Co | 0.01% | Reduce -1.5% | 2,674 | $650K |
| Integrated Wealthcare, LLC | 0.48% | Reduce -0.1% | 2,663 | $647K |
| Tyche Wealth Partners LLC | 0.09% | Add +0.5% | 2,660 | $646K |
| Greenline Partners, LLC | 0.07% | No change | 2,660 | $646K |
| Frederick Financial Consultants, LLC | 0.27% | Reduce -1.9% | 2,650 | $644K |
| Systematic Financial Management LP | 0.01% | Add +993.8% | 2,647 | $643K |
| WoodTrust Financial Corp | 0.08% | Add +0.3% | 2,647 | $643K |
| Coppell Advisory Solutions LLC | 0.05% | New | 4,511 | $643K |
| Harpswell Capital Advisors, LLC | 0.41% | Reduce -57.0% | 2,636 | $641K |
| Glenview Trust Co | 0.01% | Reduce -7.9% | 2,635 | $640K |
| Private Trust Co. NA | 0.05% | Reduce -0.5% | 2,625 | $638K |
| Lakewood Asset Management LLC | 0.35% | Reduce -5.9% | 2,613 | $635K |
| Hexagon Capital Partners LLC | 0.09% | Reduce -0.9% | 2,608 | $634K |
| Tactive Advisors, LLC | 0.16% | Reduce -3.5% | 2,603 | $633K |
| UNIVEST FINANCIAL Corp | 0.03% | Reduce -1.2% | 2,603 | $632K |
| Stonebridge Financial Planning Group, LLC | 0.20% | Reduce -3.7% | 2,596 | $631K |
| Smith Thornton Advisors LLC | 0.28% | No change | 2,602 | $629K |
| SageView Advisory Group, LLC | 0.02% | Reduce -11.3% | 2,583 | $628K |
| Washington Trust Advisors, Inc. | 0.05% | Add +26.9% | 2,567 | $624K |
| Gilpin Wealth Management, LLC | 0.43% | Reduce -0.8% | 2,553 | $620K |
| Quarry Hill Advisors, LLC | 0.24% | No change | 2,550 | $620K |
| Guardian Wealth Management, Inc. | 0.30% | Add +1.8% | 2,547 | $619K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -25.8% | 2,544 | $618K |
| Selective Wealth Management, Inc. | 0.16% | No change | 2,531 | $618K |
| Three Bearings Fiduciary Advisors, Inc. | 0.55% | Reduce -2.9% | 2,539 | $617K |
| G&S Capital LLC | 0.18% | New | 2,536 | $616K |
| Root Financial Partners, LLC | 0.02% | Add +17.5% | 2,536 | $616K |
| Highview Capital Management LLC | 0.18% | New | 2,531 | $615K |
| Apollon Financial, LLC | 0.07% | Reduce -5.6% | 2,527 | $614K |
| Woodmont Investment Counsel LLC | 0.03% | No change | 2,522 | $613K |
| Axis Wealth Partners, LLC | 0.29% | Reduce -4.4% | 2,512 | $610K |
| Leo H. Evart, Inc. | 0.48% | Add +0.6% | 2,506 | $609K |
| McMill Wealth Management | 0.15% | Reduce -1.1% | 2,492 | $606K |
| Family Investment Center, Inc. | 0.10% | Add +0.3% | 2,486 | $604K |
| Prosperity Consulting Group, LLC | 0.02% | Add +0.7% | 2,472 | $601K |
| DeLarme Wealth Management, Inc. | 0.35% | No change | 2,464 | $599K |
| HighPoint Advisor Group LLC | 0.02% | Add +1.1% | 2,459 | $598K |
| Precedent Wealth Partners, LLC | 0.10% | Add +0.8% | 2,437 | $592K |
| Fidelis Capital Partners, LLC | 0.03% | Add +8.3% | 2,433 | $591K |
| Principia Wealth Advisory, LLC | 0.30% | Reduce -11.0% | 2,432 | $591K |
| Sovran Advisors, LLC | 0.04% | Add +83.4% | 2,371 | $588K |
| BLB&B Advisors, LLC | 0.02% | Reduce -12.8% | 2,421 | $588K |
| Triumph Capital Management | 0.11% | Reduce -14.5% | 2,410 | $586K |
| NorthStar Asset Management LLC | 0.13% | Add +2.9% | 2,409 | $585K |
| Collaborative Wealth Managment Inc. | 0.25% | Reduce -7.7% | 2,406 | $585K |
| Burling Wealth Partners, LLC | 0.09% | Add +5.1% | 2,406 | $585K |
| Cascade Financial Partners, LLC | 0.05% | No change | 2,404 | $584K |
| Key Client Fiduciary Advisors, LLC | 0.17% | Reduce -2.6% | 2,402 | $584K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -0.8% | 2,399 | $583K |
| Rinkey Investments | 0.14% | No change | 2,392 | $581K |
| Tsfg, LLC | 0.07% | Reduce -0.3% | 2,392 | $581K |
| Accredited Investors Inc. | 0.03% | Add +20.2% | 2,383 | $579K |
| Maseco LLP | 0.02% | Add +154.5% | 2,382 | $579K |
| Dearborn Partners LLC | 0.03% | Add +7.2% | 2,381 | $579K |
| Manuka Financial, LLC | 0.30% | No change | 2,380 | $578K |
| Atticus Wealth Management, LLC | 0.14% | Reduce -3.2% | 2,380 | $578K |
| Cypress Point Wealth Management, LLC | 0.12% | Reduce -48.9% | 2,379 | $578K |
| Orleans Capital Management Corp. | 0.30% | No change | 2,373 | $577K |
| Narus Financial Partners, LLC | 0.15% | Add +5.4% | 2,366 | $575K |
| First National Bank Sioux Falls | 0.16% | No change | 2,514 | $574K |
| Magnolia Private Wealth, LLC | 0.31% | Reduce -19.8% | 2,357 | $573K |
| Lodestone Wealth Management LLC | 0.20% | No change | 2,355 | $572K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Add +39.6% | 2,353 | $572K |
| Legacy Private Trust Co. | 0.03% | Reduce -0.7% | 2,351 | $571K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +6.5% | 2,344 | $570K |
| Kastel Capital Advisors, LLC | 0.36% | Add +0.0% | 2,620 | $569K |
| Roffman Miller Associates Inc. | 0.03% | Add +0.0% | 2,336 | $568K |
| Camelot Technology Advisors, Inc. | 0.39% | Add +0.1% | 2,333 | $567K |
| Angeles Wealth Management, LLC | 0.03% | Add +147.1% | 2,323 | $564K |
| Montag A & Associates Inc. | 0.02% | No change | 2,311 | $562K |
| Staley Capital Advisers Inc. | 0.02% | No change | 2,311 | $562K |
| Hardin Capital Partners, LLC | 0.26% | Add +2.0% | 2,301 | $560K |
| West Financial Advisors, LLC | 0.09% | No change | 2,303 | $560K |
| Red Wave Investments LLC | 0.14% | Reduce -6.3% | 2,300 | $559K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Reduce -16.4% | 2,299 | $559K |
| Confluence Wealth Services, Inc. | 0.02% | Add +14.5% | 2,283 | $555K |
| Landmark Wealth Management, LLC | 0.13% | Reduce -4.6% | 2,264 | $550K |
| Fort Sheridan Advisors LLC | 0.06% | Reduce -5.1% | 2,264 | $550K |
| Evermay Wealth Management LLC | 0.06% | Reduce -20.6% | 2,263 | $550K |
| AIMZ Investment Advisors, LLC | 0.15% | Reduce -1.7% | 2,260 | $549K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +14.6% | 2,241 | $545K |
| Fidelity D & D Bancorp Inc. | 0.19% | No change | 2,239 | $544K |
| KMG Fiduciary Partners, LLC | 0.05% | Add +30.3% | 2,235 | $543K |
| Fisher Asset Management | 0.00% | Add +33.6% | 2,222 | $540K |
| Blom & Howell Financial Planning, Inc. | 0.45% | Reduce -25.5% | 2,216 | $538K |
| IPG Investment Advisors LLC | 0.08% | No change | 2,211 | $537K |
| Coastwise Capital Group, LLC | 0.31% | Add +0.3% | 2,204 | $536K |
| Bearing Point Capital, LLC | 0.07% | No change | 2,200 | $535K |
| Round Rock Advisors LLC | 0.07% | Reduce -4.8% | 2,199 | $534K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Reduce -2.8% | 2,197 | $534K |
| Murphy & Mullick Capital Management Corp | 0.33% | Reduce -2.6% | 2,191 | $532K |
| Arbor Trust Wealth Advisors, LLC | 0.21% | Reduce -20.0% | 2,190 | $532K |
| Versant Capital Management, Inc | 0.05% | Reduce -0.3% | 2,180 | $530K |
| Align Financial, LLC | 0.26% | No change | 2,178 | $529K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -0.1% | 2,170 | $527K |
| Bell Investment Advisors, Inc | 0.08% | Add +0.7% | 2,169 | $527K |
| Essential Partners LLC | 0.24% | Add +24.9% | 2,164 | $526K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -19.2% | 2,156 | $524K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -16.2% | 2,151 | $523K |
| Taylor & Morgan Wealth Management, LLC | 0.26% | Reduce -7.1% | 2,147 | $522K |
| Ariadne Wealth Management, LP | 0.23% | No change | 2,145 | $521K |
| Dimension Capital Management LLC | 0.06% | Reduce -0.4% | 2,145 | $521K |
| JMN Financial LLC | 0.40% | Add +3.3% | 2,141 | $520K |
| Paulson Wealth Management Inc. | 0.11% | Reduce -3.6% | 2,141 | $520K |
| GTS Securities LLC | 0.01% | New | 2,137 | $519K |
| Dominguez Wealth Management Solutions, Inc. | 0.29% | Add +1.2% | 2,131 | $518K |
| Pettyjohn, Wood & White, Inc. | 0.07% | No change | 2,120 | $515K |
| Aureus Asset Management, LLC | 0.03% | Add +29.0% | 2,117 | $514K |
| Range Advisory, LLC | 0.06% | Add +17.9% | 2,117 | $514K |
| Capital Investment Advisors, LLC | 0.01% | Add +5.0% | 2,109 | $513K |
| Nottingham Advisors, Inc. | 0.06% | Add +0.1% | 2,116 | $512K |
| Doliver Advisors, LP | 0.12% | Reduce -4.5% | 2,108 | $512K |
| Security National Bank of So Dak | 0.24% | Add +6.2% | 2,107 | $512K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -15.6% | 2,103 | $511K |
| Iowa State Bank | 0.09% | No change | 2,099 | $510K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +0.1% | 2,097 | $509K |
| Copia Wealth Management | 0.31% | Add +1.8% | 2,092 | $508K |
| Barnes Pettey Financial Advisors, LLC | 0.16% | Add +1.1% | 2,080 | $505K |
| Greenhouse Wealth Management, LLC | 0.36% | Reduce -86.4% | 2,080 | $505K |
| Pension & Wealth Management Advisors, Inc. | 0.14% | Add +0.4% | 2,070 | $503K |
| Lodestar Private Asset Management LLC | 0.04% | Add +3.7% | 2,069 | $503K |
| Financial Futures Ltd Liability Co. | 0.19% | Reduce -0.3% | 2,060 | $501K |
| GreatBanc Trust CO | 0.31% | Reduce -14.4% | 2,045 | $497K |
| Provident Wealth Management, LLC | 0.13% | Add +2.3% | 2,035 | $494K |
| Compass Capital Management, Inc. | 0.03% | No change | 2,035 | $494K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.20% | No change | 2,024 | $492K |
| Ceera Investments, LLC | 0.21% | Reduce -3.4% | 2,022 | $491K |
| Villere St Denis J & Co. LLC | 0.06% | No change | 2,022 | $491K |
| Retirement Financial Solutions, LLC | 0.12% | Add +0.5% | 2,022 | $491K |
| Wilson & Boucher Capital Management, LLC | 0.29% | No change | 2,021 | $491K |
| Elevation Wealth Partners, LLC | 0.15% | Reduce -1.0% | 2,019 | $491K |
| Clark Capital Management Group, Inc. | 0.00% | Add +24.1% | 2,014 | $489K |
| Ballentine Capital Advisors, Inc | 0.18% | Reduce -0.7% | 2,007 | $488K |
| Bantamac Capital, LLC | 0.34% | No change | 2,000 | $486K |
| Rathbones Group PLC | 0.00% | No change | 2,000 | $486K |
| CoreCap Advisors, LLC | 0.01% | Add +0.1% | 1,986 | $483K |
| Verus Capital Partners, LLC | 0.03% | Reduce -82.8% | 1,979 | $481K |
| AssuredPartners Investment Advisors, LLC | 0.05% | New | 1,979 | $481K |
| South Shore Capital Advisors | 0.32% | No change | 1,979 | $481K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +0.1% | 1,977 | $480K |
| Tradewinds, LLC. | 0.11% | Add +1261.1% | 17,626 | $479K |
| Forum Financial Management, LP | 0.01% | Add +83.8% | 1,970 | $479K |
| Client 1ST Advisory Group, LLC | 0.13% | Add +1.1% | 1,966 | $478K |
| Gemmer Asset Management LLC | 0.03% | Add +0.2% | 1,966 | $478K |
| Hall Capital Management Co. Inc. | 0.15% | Reduce -67.2% | 1,962 | $477K |
| Adamsbrown Wealth Consultants LLC | 0.09% | No change | 1,955 | $475K |
| Walter & Keenan Wealth Management LLC /in/ | 0.12% | Add +0.4% | 1,954 | $475K |
| Carnegie Investment Counsel | 0.01% | Reduce -28.3% | 1,951 | $474K |
| Grand Wealth Management, LLC | 0.20% | Add +0.3% | 1,951 | $474K |
| Alliance Wealth Advisors, LLC | 0.09% | New | 1,943 | $472K |
| Investment Insight Wealth Management, LLC | 0.41% | Add +0.1% | 1,941 | $472K |
| Huntington National Bank | 0.00% | Reduce -1.1% | 1,940 | $471K |
| Summit Trail Advisors, LLC | 0.01% | Add +5.4% | 1,937 | $471K |
| Argentarii, LLC | 0.14% | Reduce -1.0% | 1,879 | $469K |
| National Wealth Management Group, LLC | 0.14% | Reduce -5.0% | 1,926 | $468K |
| CM Wealth Advisors LLC | 0.08% | No change | 1,926 | $468K |
| Kera Capital Partners, Inc. | 0.04% | New | 1,923 | $467K |
| HBK Sorce Advisory LLC | 0.01% | Add +2.4% | 1,864 | $466K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,912 | $465K |
| Skyline Advisors, Inc. | 0.15% | No change | 1,911 | $464K |
| Winthrop Capital Management, LLC | 0.11% | Add +0.1% | 1,910 | $464K |
| Simplicity Wealth,LLC | 0.02% | Add +33.2% | 1,904 | $463K |
| Aspen Grove Capital, LLC | 0.07% | Add +0.1% | 1,901 | $462K |
| Rexford Capital Inc. | 0.28% | No change | 1,900 | $462K |
| Athena Investment Management | 0.27% | Reduce -5.0% | 1,898 | $461K |
| Rothschild Capital Partners, LLC | 0.10% | Add +50.8% | 1,897 | $461K |
| Chevy Chase Trust Holdings, LLC | 0.00% | New | 1,896 | $461K |
| SeedSafe Financial LLC | 0.33% | No change | 1,893 | $460K |
| Quadrant Capital Group LLC | 0.01% | Reduce -3.9% | 1,887 | $459K |
| SeaCrest Wealth Management, LLC | 0.05% | No change | 1,873 | $455K |
| Ridgewood Investments LLC | 0.17% | No change | 1,861 | $452K |
| Bogart Wealth, LLC | 0.02% | Add +124.4% | 1,858 | $451K |
| Twin Focus Capital Partners, LLC | 0.05% | Add +0.3% | 1,855 | $451K |
| Solutions 4 Wealth, Ltd | 0.58% | No change | 1,841 | $447K |
| CGC Financial Services, LLC | 0.10% | No change | 1,841 | $447K |
| Thayer Partners, LLC / MA | 0.19% | Add +0.2% | 1,840 | $447K |
| Investments & Financial Planning, LLC | 0.21% | Add +0.1% | 1,840 | $447K |
| Security National Bank of Sioux City Iowa | 0.18% | Add +57.5% | 1,836 | $446K |
| Evercore Wealth Management, LLC | 0.01% | No change | 1,827 | $444K |
| Next Level Private LLC | 0.09% | Add +0.4% | 1,827 | $444K |
| SteelPeak Wealth, LLC | 0.01% | Add +94.7% | 1,824 | $443K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 1,812 | $439K |
| Cypress Wealth Services, LLC | 0.05% | Reduce -2.2% | 1,804 | $438K |
| First American Bank | 0.02% | New | 1,793 | $436K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 1,791 | $435K |
| Uptown Financial Advisors LLC | 0.32% | No change | 1,788 | $434K |
| TPG Advisors LLC | 0.24% | Add +4.8% | 1,778 | $432K |
| Carnegie Lake Advisors LLC | 0.16% | No change | 1,775 | $431K |
| NWF Advisory Services Inc. | 0.04% | No change | 1,773 | $431K |
| Van Diest Capital, LLC | 0.39% | Add +56.2% | 1,771 | $430K |
| Stewardship Advisors, LLC | 0.09% | Add +1.7% | 1,769 | $430K |
| Old North State Wealth Management, LLC | 0.18% | Reduce -3.4% | 1,763 | $429K |
| Drucker Wealth 3.0, LLC | 0.07% | Reduce -15.8% | 1,765 | $429K |
| Cutler Investment Counsel LLC | 0.04% | No change | 1,763 | $428K |
| Ethos Financial Group, LLC | 0.03% | Add +0.8% | 1,748 | $428K |
| Mb, Levis & Associates, LLC | 0.16% | Add +7.6% | 1,759 | $428K |
| Davis Investment Partners, LLC | 0.13% | New | 1,759 | $427K |
| Sterling Investment Counsel, LLC | 0.10% | Reduce -1.4% | 1,757 | $427K |
| Crusonia Wealth Advisors LLC | 0.07% | Add +9.5% | 1,753 | $426K |
| Dakota Wealth Management | 0.01% | Add +11.2% | 1,746 | $424K |
| Vista Capital Partners, Inc. | 0.04% | Reduce -0.2% | 1,743 | $424K |
| Berman McAleer LLC | 0.05% | Add +1.8% | 1,736 | $422K |
| Outbound Financial Inc | 0.27% | Add +12.5% | 1,727 | $420K |
| Cove Private Wealth, LLC | 0.08% | Reduce -0.9% | 1,725 | $419K |
| Sonoma Private Wealth LLC | 0.45% | Add +2.1% | 1,719 | $418K |
| PFG Investments, LLC | 0.02% | Add +0.7% | 1,705 | $414K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -0.2% | 1,702 | $413K |
| Seed Wealth Management, Inc. | 0.26% | No change | 1,700 | $413K |
| New England Private Wealth Advisors LLC | 0.04% | Add +2.0% | 1,691 | $413K |
| Bradley & Co. Private Wealth Management, LLC | 0.20% | No change | 1,695 | $412K |
| Brightwater Advisory LLC | 0.26% | No change | 1,688 | $410K |
| MWA Asset Management | 0.18% | Reduce -6.5% | 1,678 | $408K |
| Summit Financial Strategies, Inc. | 0.03% | Reduce -7.1% | 1,675 | $407K |
| Connecticut Wealth Management, LLC | 0.01% | Add +58.5% | 1,672 | $406K |
| HSBC Holdings PLC | 0.00% | No change | 1,670 | $406K |
| Uhlmann Price Securities, LLC | 0.02% | Add +7.2% | 1,666 | $405K |
| BWM Planning, LLC | 0.09% | No change | 1,655 | $402K |
| Jag Capital Management, LLC | 0.04% | No change | 1,655 | $402K |
| Berger Financial Group, Inc | 0.02% | Add +3.4% | 1,651 | $401K |
| Semitam Bonam LLC | 0.29% | No change | 1,630 | $396K |
| Curated Wealth Partners LLC | 0.05% | Add +0.1% | 1,629 | $396K |
| Annandale Capital, LLC | 0.06% | No change | 1,625 | $395K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -52.5% | 1,621 | $393K |
| Cambria Investment Management, L.P. | 0.02% | New | 1,616 | $393K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -1.1% | 1,604 | $390K |
| New Hampshire Trust | 0.07% | Reduce -7.4% | 1,596 | $388K |
| AA Financial Advisors, LLC | 0.05% | Add +8.3% | 1,593 | $387K |
| Marco Investment Management LLC | 0.03% | No change | 1,593 | $387K |
| Guidance Capital, Inc. | 0.08% | Reduce -5.7% | 1,575 | $387K |
| 1ST Source Bank | 0.02% | No change | 1,583 | $385K |
| Team Hewins, LLC | 0.11% | Add +13.8% | 1,582 | $384K |
| Vantage Point Financial LLC | 0.12% | Add +2.5% | 1,573 | $382K |
| Dala Group, LLC | 0.31% | Reduce -39.6% | 1,572 | $382K |
| North Capital, Inc. | 0.29% | Add +0.5% | 1,571 | $382K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -22.5% | 1,571 | $382K |
| Capasso Planning Partners LLC | 0.19% | Add +0.1% | 1,569 | $381K |
| Penobscot Wealth Management | 0.10% | Reduce -7.8% | 1,565 | $380K |
| Richmond Investment Services, LLC | 0.12% | Reduce -58.7% | 1,558 | $379K |
| Milestone Asset Management Group, LLC | 0.19% | Add +1.2% | 1,552 | $377K |
| Axim Planning & Wealth | 0.53% | Add +8.9% | 1,548 | $376K |
| Columbia Asset Management | 0.07% | Reduce -2.0% | 1,541 | $374K |
| Keystone Financial Group | 0.02% | Reduce -1.9% | 1,539 | $374K |
| Integrity Financial Corp | 0.18% | No change | 1,536 | $373K |
| Gilliland Jeter Wealth Management LLC | 0.10% | No change | 1,536 | $373K |
| Richard P Slaughter Associates Inc | 0.07% | Reduce -16.6% | 1,531 | $372K |
| Bonfire Financial | 0.24% | Add +3.1% | 1,517 | $369K |
| BCR Wealth Strategies, LLC | 0.10% | Reduce -20.9% | 1,517 | $368K |
| Eastern Bank | 0.01% | Reduce -4.7% | 1,509 | $367K |
| LWM Advisors Inc. | 0.31% | Reduce -2.5% | 1,509 | $367K |
| Curi Capital, LLC | 0.01% | Add +3.3% | 1,504 | $365K |
| My Personal CFO, LLC | 0.14% | Add +0.3% | 1,504 | $365K |
| Argent Advisors, Inc. | 0.09% | Reduce -11.8% | 1,500 | $364K |
| Vestia Personal Wealth Advisors | 0.14% | Add +0.3% | 1,494 | $363K |
| Invst, LLC | 0.04% | Reduce -20.4% | 1,491 | $362K |
| Synergy Asset Management, LLC | 0.03% | Reduce -27.9% | 1,490 | $362K |
| Net Worth Advisory Group | 0.09% | Reduce -71.2% | 1,488 | $362K |
| Pearl Planning LLC | 0.17% | Reduce -0.5% | 1,483 | $360K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.3% | 1,479 | $360K |
| Solstein Capital, LLC | 0.12% | Add +0.4% | 1,478 | $359K |
| Keel Point, LLC | 0.02% | Reduce -0.2% | 1,478 | $359K |
| New Covenant Trust Company, N.A. | 0.27% | Reduce -1.5% | 1,477 | $359K |
| Thrive Wealth Management, LLC | 0.05% | Reduce -2.3% | 1,470 | $357K |
| Salus Financial Advisors, LLC | 0.18% | No change | 1,468 | $357K |
| Flagstar Securities, Inc. | 0.11% | Add +0.3% | 1,465 | $356K |
| Lazari Capital Management, Inc. | 0.11% | Add +0.5% | 1,465 | $356K |
| Melfa Wealth Management, Inc. | 0.19% | Reduce -14.1% | 1,463 | $355K |
| KDK Private Wealth Management, LLC | 0.29% | Reduce -2.0% | 1,460 | $355K |
| Ewa, LLC | 0.06% | Add +41.1% | 1,458 | $354K |
| Appleton Partners Inc. | 0.02% | Reduce -8.5% | 1,456 | $354K |
| Barlow Wealth Partners, LLC | 0.04% | No change | 1,482 | $354K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -5.5% | 1,455 | $354K |
| Meredith Wealth Planning | 0.08% | No change | 1,447 | $352K |
| Altiora Financial Group, LLC | 0.06% | No change | 1,441 | $350K |
| Rothschild Investment LLC | 0.01% | Add +0.1% | 1,439 | $350K |
| Harbor Asset Planning, Inc. | 0.26% | Add +0.4% | 1,438 | $350K |
| Gambit Capital Management, LLC | 0.20% | Add +0.1% | 1,434 | $348K |
| Park Edge Advisors, LLC | 0.07% | No change | 1,431 | $348K |
| Roman Butler Fullerton & Co. | 0.08% | Add +0.1% | 1,433 | $346K |
| W.H. Cornerstone Investments Inc. | 0.20% | Add +0.3% | 1,425 | $346K |
| Procyon Advisors, LLC | 0.01% | Reduce -11.2% | 1,424 | $346K |
| Yoder Wealth Management, Inc. | 0.14% | Add +0.4% | 1,423 | $346K |
| Holland Advisory Services, Inc. | 0.38% | Add +0.1% | 1,422 | $346K |
| Accurate Wealth Management, LLC | 0.03% | Add +1.5% | 1,425 | $345K |
| Prudent Investors Network, Inc. | 0.07% | Add +8.0% | 1,417 | $344K |
| Amplius Wealth Advisors, LLC | 0.03% | Add +8.5% | 1,413 | $343K |
| Independent Wealth Network Inc. | 0.09% | Add +2.9% | 1,406 | $342K |
| Finward Bancorp | 0.26% | No change | 1,406 | $342K |
| Sage Financial Management Group, Inc. | 0.09% | Reduce -0.6% | 1,406 | $342K |
| Strategic Financial Services, Inc. | 0.01% | No change | 1,405 | $341K |
| Founders Financial Alliance, LLC | 0.05% | Add +3.3% | 1,403 | $341K |
| Wrapmanager Inc. | 0.11% | No change | 1,396 | $339K |
| SVB Wealth LLC | 0.02% | No change | 1,390 | $338K |
| Western Pacific Wealth Management, LP | 0.30% | No change | 1,384 | $336K |
| Milestone Investment Advisors LLC | 0.07% | No change | 1,366 | $332K |
| RFG - Bristol Wealth Advisors, LLC | 0.08% | Reduce -0.9% | 1,363 | $331K |
| Graney & King, LLC | 0.12% | Add +66.7% | 1,845 | $330K |
| Jeppson Wealth Management, LLC | 0.10% | Reduce -7.2% | 1,353 | $329K |
| Montis Financial, LLC | 0.07% | Reduce -11.6% | 1,340 | $326K |
| DecisionMap Wealth Management, LLC | 0.18% | No change | 1,336 | $325K |
| Horizon Financial Services, LLC | 0.12% | Add +42.1% | 1,333 | $324K |
| Sound Income Strategies, LLC | 0.01% | Reduce -4.1% | 1,326 | $322K |
| Headinvest, LLC | 0.06% | No change | 1,325 | $322K |
| Hippocratic Financial Advisors, LLC | 0.12% | No change | 1,323 | $321K |
| Kendall Capital Management | 0.05% | New | 1,323 | $321K |
| Synergy Investment Management, LLC | 0.08% | Add +166.2% | 1,315 | $321K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 1,319 | $321K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 1,318 | $320K |
| Fell Capital Management | 0.27% | Add +8.8% | 1,314 | $319K |
| Claris Advisors, LLC / Mo / | 0.08% | Reduce -0.1% | 1,314 | $319K |
| Xxi Wealth, LLC | 0.15% | Add +2.3% | 1,311 | $319K |
| Advocacy Wealth Management, LLC | 0.01% | No change | 1,305 | $317K |
| Capital Group Private Client Services, Inc. | 0.00% | Add +13.2% | 1,300 | $316K |
| Wealth Quarterback LLC | 0.10% | Add +0.2% | 1,294 | $315K |
| Key Financial Inc | 0.05% | Reduce -1.5% | 1,293 | $314K |
| Robinson Smith Wealth Advisors LLC | 0.19% | No change | 1,287 | $313K |
| Brady Martz Wealth Solutions, LLC | 0.05% | No change | 1,282 | $312K |
| MOR Wealth Management, LLC | 0.12% | Reduce -17.9% | 1,277 | $310K |
| WealthTrak Capital Management LLC | 0.20% | Reduce -1.3% | 1,273 | $309K |
| Austin Wealth Management, LLC | 0.07% | Reduce -0.9% | 1,261 | $308K |
| Foundation Wealth Management, LLC\PA | 0.09% | No change | 1,266 | $308K |
| Iams Wealth Management, LLC | 0.09% | Reduce -1.0% | 1,264 | $307K |
| Ti-Trust, Inc. | 0.17% | No change | 1,263 | $307K |
| PGIM Custom Harvest LLC | 0.00% | Add +5.9% | 1,257 | $305K |
| Inspire Advisors, LLC | 0.02% | Reduce -10.1% | 1,256 | $305K |
| Colonial Trust Co / SC | 0.04% | No change | 1,253 | $304K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -7.1% | 1,252 | $304K |
| Tower Bridge Advisors | 0.03% | No change | 1,250 | $304K |
| Cherry Creek Investment Advisors, Inc. | 0.12% | Reduce -1.6% | 1,248 | $303K |
| Hazlett, Burt & Watson, Inc. | 0.08% | Add +3.5% | 1,244 | $303K |
| Tenon Financial LLC | 0.10% | Add +14.8% | 1,246 | $303K |
| Crumly & Associates Inc. | 0.06% | No change | 1,242 | $302K |
| L. Roy Papp & Associates, LLP | 0.03% | Add +0.5% | 1,238 | $301K |
| Ares Financial Consulting, LLC | 0.22% | No change | 1,237 | $301K |
| Integral Investment Advisors, Inc. | 0.07% | No change | 1,237 | $301K |
| Legacy Advisors, LLC | 0.03% | No change | 1,235 | $300K |
| Park Place Capital Corp | 0.05% | Add +0.1% | 1,234 | $300K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Reduce -29.7% | 1,234 | $300K |
| Lexington Hill Partners, LLC | 0.15% | Add +0.5% | 1,232 | $299K |
| Winthrop Advisory Group LLC | 0.02% | Reduce -0.5% | 1,231 | $299K |
| Titleist Asset Management, LLC | 0.02% | Reduce -3.1% | 1,226 | $298K |
| Callan Family Office, LLC | 0.01% | Reduce -40.6% | 1,224 | $297K |
| Harvest Investment Services, LLC | 0.05% | Add +0.6% | 1,220 | $297K |
| Intelligence Driven Advisers, LLC | 0.05% | Add +0.4% | 1,218 | $296K |
| Bernicke Wealth Management, Ltd. | 0.03% | Add +25.3% | 1,217 | $296K |
| SCS Capital Management LLC | 0.00% | Reduce -50.5% | 1,217 | $296K |
| Crewe Advisors LLC | 0.02% | No change | 1,215 | $295K |
| Kroeger Financial Partners | 0.28% | — | 1,210 | $294K |
| Tandem Financial, LLC | 0.09% | No change | 1,205 | $293K |
| Harbour Capital Advisors, LLC | 0.05% | Add +1.7% | 1,207 | $292K |
| Kraft, Davis & Associates, LLC | 0.06% | No change | 1,219 | $291K |
| Balboa Wealth Partners | 0.04% | Add +0.5% | 1,198 | $291K |
| Golden State Wealth Management, LLC | 0.03% | Add +3.8% | 1,195 | $290K |
| Advocate Group LLC | 0.04% | New | 1,184 | $288K |
| SilverOak Wealth Management LLC | 0.04% | No change | 1,181 | $287K |
| Romano Brothers and Company | 0.03% | Reduce -0.5% | 1,175 | $286K |
| Philadelphia Investment Partners, LLC | 0.18% | New | 1,171 | $285K |
| Gilbert & Cook, Inc. | 0.03% | No change | 1,170 | $284K |
| Anchor Bay Capital, Inc. | 0.15% | — | 1,140 | $284K |
| Ellenbecker Investment Group | 0.03% | Add +13.4% | 1,167 | $284K |
| Highland Investment Advisors LLC | 0.12% | — | 1,167 | $283K |
| RCS Financial Planning, LLC | 0.13% | Reduce -2.0% | 1,165 | $283K |
| Hilltop Holdings Inc. | 0.02% | New | 1,165 | $283K |
| Cooper Financial Group | 0.02% | Add +15.9% | 1,163 | $282K |
| Andrews, Lucia Wealth Management LLC | 0.15% | No change | 1,160 | $282K |
| Red Door Wealth Management, LLC | 0.03% | Add +5.2% | 1,156 | $281K |
| Certuity, LLC | 0.01% | Add +95.1% | 1,153 | $280K |
| Bayban | 0.21% | No change | 1,150 | $279K |
| Ehrlich Financial Group | 0.14% | No change | 1,150 | $279K |
| Beacon Financial Planning, Inc. | 0.09% | Add +0.1% | 1,146 | $278K |
| Granville Capital, Inc. | 0.12% | No change | 1,142 | $277K |
| Passive Capital Management, LLC. | 0.09% | No change | 1,310 | $277K |
| N.E.W. Advisory Services LLC | 0.02% | Reduce -1.7% | 1,141 | $277K |
| Veratis Advisors, Inc. | 0.20% | — | 1,141 | $277K |
| Financial Gravity Companies, Inc. | 0.04% | — | 1,138 | $276K |
| Keener Financial Planning LLC | 0.10% | New | 1,138 | $276K |
| Chapman Financial Group, LLC | 0.18% | No change | 1,134 | $276K |
| Merrithew & Thorsten Inc | 0.23% | Add +0.4% | 1,135 | $275K |
| World Equity Group, Inc. | 0.06% | Add +0.6% | 1,131 | $275K |
| HORAN Wealth, LLC | 0.03% | New | 1,131 | $275K |
| Schrum Private Wealth Management LLC | 0.28% | Add +9.1% | 1,504 | $275K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Add +0.6% | 1,128 | $274K |
| Financial Management Professionals, Inc. | 0.03% | New | 1,127 | $274K |
| Omega Financial Group, LLC | 0.08% | Add +0.5% | 1,127 | $274K |
| Pitcairn Wealth Advisors LLC | 0.03% | No change | 1,126 | $274K |
| M3 Advisory Group, LLC | 0.14% | New | 1,123 | $273K |
| Jackson, Grant Investment Advisers, Inc. | 0.08% | Add +0.5% | 1,117 | $272K |
| Lauterbach Financial Advisors, LLC | 0.12% | No change | 1,117 | $271K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Reduce -24.8% | 1,117 | $271K |
| Liberty Capital Management, Inc. | 0.05% | — | 1,112 | $270K |
| Advisory Solutions Group, LLC | 0.09% | — | 1,112 | $270K |
| West Bancorporation Inc. | 0.12% | Reduce -33.1% | 1,111 | $270K |
| Defined Wealth Management, LLC | 0.14% | Reduce -1.2% | 1,110 | $270K |
| Daviman Financial, LLC | 0.15% | Reduce -4.0% | 1,109 | $269K |
| Legacy Wealth Managment, LLC | 0.11% | Add +5.6% | 1,109 | $269K |
| Keating Financial Advisory Services, Inc. | 0.04% | Reduce -0.6% | 1,104 | $268K |
| Straight Path Wealth Management | 0.06% | Add +7.8% | 1,097 | $267K |
| Accel Wealth Management | 0.06% | Add +0.1% | 1,095 | $266K |
| Pinion Investment Advisors, LLC | 0.05% | Add +4.3% | 1,095 | $266K |
| Obermeyer Wealth Partners | 0.01% | New | 1,094 | $266K |
| Murphy Pohlad Asset Management LLC | 0.09% | Reduce -32.8% | 1,092 | $265K |
| Woodard & Co. Asset Management Group Inc. | 0.04% | No change | 1,087 | $264K |
| Investment Advisory Group, LLC | 0.06% | No change | 1,086 | $264K |
| RFG Holdings, Inc. | 0.06% | Reduce -2.0% | 1,085 | $264K |
| Sfmg, LLC | 0.02% | New | 1,085 | $264K |
| Cidel Asset Management Inc. | 0.01% | No change | 1,075 | $261K |
| Sargent Investment Group, LLC | 0.03% | Reduce -6.8% | 1,060 | $258K |
| Fourth Dimension Wealth, LLC | 0.08% | Reduce -2.6% | 1,059 | $257K |
| Winthrop Partners - WNY, LLC | 0.13% | No change | 1,058 | $257K |
| Granite FO LLC | 0.14% | No change | 1,055 | $256K |
| MBL Wealth, LLC | 0.02% | No change | 1,053 | $256K |
| Cottage Street Advisors LLC | 0.10% | Reduce -0.4% | 1,051 | $255K |
| TFC Financial Management, Inc. | 0.03% | Reduce -16.6% | 1,049 | $255K |
| Salomon & Ludwin, LLC | 0.02% | Reduce -4.2% | 1,047 | $254K |
| Northstar Group, Inc. | 0.03% | No change | 1,043 | $253K |
| Cypress Financial Planning LLC | 0.06% | New | 1,043 | $253K |
| 4WEALTH Advisors, Inc. | 0.19% | Reduce -4.8% | 1,042 | $253K |
| Beaumont Financial Advisors, LLC | 0.02% | No change | 1,040 | $253K |
| International Assets Investment Management, LLC | 0.02% | Reduce -0.7% | 1,041 | $253K |
| Lanark Financial, Inc. | 0.02% | No change | 1,039 | $252K |
| Colton Groome Financial Advisors, LLC | 0.06% | New | 1,038 | $252K |
| LongView Wealth Management | 0.06% | Reduce -30.3% | 1,033 | $251K |
| Peak Asset Management, LLC | 0.04% | Add +0.1% | 1,029 | $250K |
| Smith Salley Wealth Management | 0.01% | No change | 1,027 | $250K |
| Westmount Partners, LLC | 0.05% | Add +0.1% | 1,025 | $249K |
| WPG Advisers, LLC | 0.15% | Add +0.3% | 1,021 | $248K |
| Retiremitten Financial LLC | 0.10% | Add +201.2% | 1,021 | $248K |
| RAM Investment Partners, LLC | 0.04% | Add +0.6% | 1,017 | $247K |
| Serenus Wealth Advisors, LLC | 0.04% | No change | 1,016 | $247K |
| Axxcess Wealth Management, LLC | 0.00% | New | 1,010 | $245K |
| Holos Integrated Wealth LLC | 0.11% | Reduce -3.8% | 1,010 | $245K |
| Element Pointe Advisors, LLC | 0.04% | New | 1,004 | $244K |
| Investment Research & Advisory Group, Inc. | 0.08% | Reduce -5.2% | 1,003 | $244K |
| Seven Mile Advisory | 0.16% | Reduce -2.8% | 1,000 | $243K |
| United Bank | 0.03% | No change | 1,000 | $243K |
| Hubbell Strickland Wealth Management, LLC | 0.09% | Add +0.4% | 996 | $242K |
| Meridian Wealth Advisors, LLC | 0.03% | No change | 995 | $242K |
| Geometric Wealth Advisors | 0.03% | Reduce -1.8% | 993 | $241K |
| TAGStone Capital, Inc. | 0.08% | Add +0.3% | 992 | $241K |
| Legacy Capital Wealth Management, LLC | 0.11% | New | 991 | $241K |
| Sovereign Financial Group, Inc. | 0.04% | Add +7.0% | 988 | $240K |
| Abound Wealth Management | 0.05% | Add +9.1% | 987 | $240K |
| Western Reserve Capital Management, LLC | 0.18% | New | 983 | $239K |
| WNY Asset Management, LLC | 0.02% | Reduce -17.3% | 981 | $238K |
| Satovsky Asset Management LLC | 0.04% | Add +0.4% | 980 | $238K |
| Quantum Financial Planning Services, Inc. | 0.07% | New | 980 | $238K |
| Post Resch Tallon Group Inc. | 0.16% | No change | 978 | $238K |
| Evensky & Katz LLC | 0.01% | Reduce -22.0% | 973 | $237K |
| Aquire Wealth Advisors, LLC | 0.05% | Reduce -13.4% | 974 | $237K |
| First National Trust Co | 0.01% | Add +3.0% | 972 | $236K |
| White Wing Wealth Management | 0.12% | Add +0.3% | 972 | $236K |
| Horst & Graben Wealth Management LLC | 0.03% | Reduce -7.2% | 971 | $236K |
| Private Wealth Asset Management, LLC | 0.02% | Reduce -11.9% | 965 | $234K |
| McLean Asset Management Corp | 0.03% | No change | 958 | $234K |
| jvl associates llc | 0.07% | No change | 963 | $234K |
| PUREfi Wealth, LLC | 0.13% | Add +0.1% | 960 | $233K |
| Encompass Wealth Advisors, LLC | 0.07% | New | 960 | $233K |
| B & T Capital Management DBA Alpha Capital Management | 0.03% | New | 956 | $232K |
| CFO4Life Group, LLC | 0.03% | Add +0.4% | 956 | $232K |
| WealthCollab, LLC | 0.08% | Add +15.8% | 952 | $231K |
| Vaughan David Investments LLC | 0.00% | No change | 952 | $231K |
| Maia Wealth LLC | 0.03% | New | 951 | $231K |
| Ledyard National Bank | 0.02% | No change | 950 | $231K |
| Carmel Capital Partners, LLC | 0.08% | Reduce -7.0% | 949 | $231K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -12.0% | 949 | $231K |
| Gilman Hill Asset Management, LLC | 0.03% | Reduce -28.1% | 948 | $230K |
| Innovative Wealth Building LLC | 0.13% | New | 948 | $230K |
| Ipsen Advisor Group LLC | 0.15% | Add +0.4% | 946 | $230K |
| Tillman Hartley LLC | 0.05% | Reduce -6.6% | 946 | $230K |
| Legend Capital Advisors LLC | 0.13% | No change | 946 | $230K |
| TIAA Wealth Investment Management LLC | 0.00% | Reduce -27.1% | 946 | $230K |
| Redmond Asset Management, LLC | 0.06% | New | 942 | $229K |
| RW Investment Management LLC | 0.02% | No change | 941 | $229K |
| Inman Jager Wealth Management, LLC | 0.12% | No change | 939 | $228K |
| Regent Peak Wealth Advisors LLC | 0.04% | No change | 937 | $228K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -3.9% | 937 | $228K |
| Accredited Investor Services, LLC | 0.13% | Reduce -0.3% | 936 | $227K |
| Forefront Wealth Partners, LLC | 0.07% | New | 935 | $227K |
| Schulz Wealth, LTD. | 0.12% | — | 932 | $227K |
| Artesa Financial Group, LLC | 0.19% | No change | 931 | $226K |
| Petersen Hastings Wealth Advisors Inc. | 0.02% | No change | 930 | $226K |
| PAX Financial Group, LLC | 0.03% | Reduce -0.4% | 928 | $225K |
| Wealth Advisors of Iowa, LLC | 0.06% | No change | 928 | $225K |
| Daybright Advisory Services, Inc. | 0.05% | Reduce -5.9% | 920 | $225K |
| Crescent Grove Advisors, LLC | 0.02% | No change | 926 | $225K |
| Miller Capital Partners, Inc. | 0.09% | No change | 920 | $224K |
| Independent Advisor Alliance | 0.01% | Reduce -84.9% | 920 | $224K |
| Brian Low Financial Group, LLC | 0.13% | Reduce -5.6% | 920 | $224K |
| Fiduciary Alliance LLC | 0.02% | New | 919 | $223K |
| Heritage Wealth Management, Inc. | 0.11% | New | 915 | $222K |
| American State Bank (Iowa) | 0.09% | New | 913 | $222K |
| Donaldson Capital Management, LLC | 0.01% | New | 910 | $221K |
| Lantz Financial LLC | 0.04% | New | 910 | $221K |
| First PREMIER Bank | 0.04% | No change | 910 | $221K |
| Advisor OS, LLC | 0.01% | New | 908 | $221K |
| Opus Financial Solutions LLC | 0.18% | New | 908 | $221K |
| Legacy Bridge, LLC | 0.07% | No change | 908 | $221K |
| Silver Oak Wealth Advisors Services, LLC | 0.13% | New | 904 | $220K |
| Mayflower Financial Advisors, LLC | 0.02% | New | 904 | $220K |
| Verisail Partners, LLC | 0.08% | New | 903 | $219K |
| Paragon Financial Partners, Inc. | 0.12% | Add +0.3% | 896 | $219K |
| Sierra Ocean, LLC | 0.15% | New | 902 | $219K |
| Operose Advisors LLC | 0.04% | Reduce -11.3% | 898 | $218K |
| Marin Bay Wealth Advisors, LLC | 0.12% | New | 889 | $216K |
| Cornerstone Financial Management LLC | 0.17% | No change | 888 | $216K |
| Lifeworks Advisors, LLC | 0.02% | Reduce -6.7% | 888 | $216K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -8.4% | 887 | $216K |
| Entrust Financial LLC | 0.14% | Add +0.5% | 886 | $215K |
| Allegheny Financial Group | 0.02% | New | 885 | $215K |
| Camelot Portfolios, LLC | 0.15% | Reduce -6.8% | 883 | $215K |
| Beacon Financial Group | 0.02% | New | 883 | $215K |
| IRON Financial LLC | 0.09% | New | 882 | $214K |
| CogentBlue Wealth Advisors, LLC | 0.12% | New | 880 | $214K |
| Fingerlakes Wealth Management, Inc. | 0.11% | New | 877 | $213K |
| Hengehold Capital Management LLC | 0.02% | New | 876 | $213K |
| FSA Advisors, Inc. | 0.10% | New | 875 | $213K |
| Bare Financial Services, Inc | 0.05% | No change | 873 | $212K |
| Ullmann Wealth Partners Group, LLC | 0.02% | New | 868 | $211K |
| Smith, Moore & Co. | 0.01% | New | 865 | $210K |
| TT Capital Management LLC | 0.16% | New | 865 | $210K |
| Evernest Financial Advisors, LLC | 0.04% | New | 864 | $210K |
| Symphony Financial, Ltd. Co. | 0.02% | New | 864 | $210K |
| Helium Advisors LLC | 0.17% | New | 862 | $209K |
| Cornerstone Financial Group, LLC | 0.13% | New | 859 | $209K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -62.9% | 858 | $208K |
| Altus Wealth Group LLC | 0.07% | New | 852 | $207K |
| Sigma Investment Counselors Inc. | 0.01% | New | 851 | $207K |
| Approach Retirement Advisors, LLC | 0.15% | New | 850 | $207K |
| Invested Advisors | 0.18% | New | 848 | $206K |
| LifeGuide Financial Advisors, LLC | 0.06% | New | 844 | $205K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.28% | No change | 844 | $205K |
| Tompkins Financial Corp. | 0.01% | No change | 844 | $205K |
| Advisors Capital Management, LLC | 0.00% | Reduce -26.6% | 843 | $205K |
| Bull Oak Capital, LLC | 0.07% | New | 841 | $204K |
| Glen Eagle Advisors, LLC | 0.03% | Add +1.6% | 840 | $204K |
| Tanager Wealth Management LLP | 0.02% | New | 838 | $204K |
| FSA Investment Group, LLC | 0.07% | New | 837 | $203K |
| IAM Advisory, LLC | 0.04% | New | 833 | $202K |
| Elmwood Wealth Management, Inc. | 0.05% | New | 832 | $202K |
| Financial Harvest, LLC | 0.08% | New | 832 | $202K |
| Timbuktu Capital Management, LLC | 0.30% | — | 831 | $202K |
| Port Capital LLC | 0.01% | New | 825 | $200K |
| Kennebec Savings Bank | 0.16% | No change | 817 | $199K |
| Arcadia Investment Advisors LLC | 0.08% | No change | 811 | $197K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -8.8% | 793 | $193K |
| New Republic Capital, LLC | 0.04% | No change | 775 | $188K |
| Transamerica Financial Advisors, LLC | 0.02% | Add +286.0% | 745 | $181K |
| Ameriflex Group, Inc. | 0.07% | Add +112.7% | 738 | $179K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | Add +0.1% | 733 | $178K |
| 10Elms LLP | 0.08% | Add +23.4% | 723 | $176K |
| Nalls Sherbakoff Group, LLC | 0.12% | Add +0.4% | 708 | $172K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.06% | Add +10.3% | 705 | $171K |
| Colony Family Offices, LLC | 0.04% | No change | 694 | $169K |
| Fairscale Capital, LLC | 0.10% | Add +30.6% | 679 | $165K |
| Crews Bank & Trust | 0.02% | No change | 678 | $165K |
| Napier Financial, LLC | 0.03% | No change | 639 | $155K |
| Thompson Investment Management, Inc. | 0.02% | Reduce -0.3% | 633 | $154K |
| MV Capital Management, Inc. | 0.01% | No change | 633 | $154K |
| Hollencrest Capital Management | 0.01% | No change | 615 | $149K |
| Marshall Investment Management, LLC | 0.06% | Reduce -25.9% | 614 | $149K |
| Lazard Asset Management LLC | 0.00% | No change | 610 | $148K |
| Evolution Advisers, Inc. | 0.05% | New | 610 | $148K |
| Field & Main Bank | 0.03% | No change | 600 | $146K |
| GAMMA Investing LLC | 0.01% | No change | 593 | $144K |
| LRI Investments, LLC | 0.01% | No change | 588 | $143K |
| MidFirst Bank | 0.01% | No change | 588 | $143K |
| Insight Inv LLC | 0.07% | Reduce -40.7% | 585 | $142K |
| Hilton Head Capital Partners, LLC | 0.07% | Add +0.5% | 585 | $142K |
| Johnson Financial Group, Inc. | 0.00% | No change | 565 | $137K |
| Hantz Financial Services, Inc. | 0.00% | Add +12.5% | 558 | $136K |
| Hurley Capital, LLC | 0.07% | Add +2.6% | 550 | $134K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | Reduce -2.9% | 545 | $132K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 537 | $130K |
| Qube Research & Technologies Ltd | 0.00% | New | 521 | $127K |
| Wagner Wealth Management, LLC | 0.02% | No change | 502 | $122K |
| SYM FINANCIAL Corp | 0.01% | No change | 500 | $121K |
| Torren Management, LLC | 0.06% | No change | 499 | $121K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 500 | $121K |
| Raffa Wealth Management, LLC | 0.01% | Reduce -88.4% | 485 | $118K |
| Cape Investment Advisory, Inc. | 0.03% | New | 484 | $118K |
| Atlantic Private Wealth, LLC | 0.07% | No change | 479 | $116K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -3.7% | 470 | $115K |
| Basecamp Wealth Advisors LLC | 0.02% | No change | 466 | $113K |
| Atwood & Palmer Inc. | 0.01% | No change | 451 | $109K |
| Dunhill Financial, LLC | 0.02% | Add +16.1% | 439 | $107K |
| Old Second National Bank of Aurora | 0.02% | No change | 428 | $104K |
| Main Street Group, LTD | 0.03% | Reduce -7.6% | 425 | $103K |
| Bfsg, LLC | 0.01% | No change | 414 | $101K |
| Birchwood Financial Partners, Inc. | 0.08% | Add +0.3% | 406 | $99K |
| Compass Financial Management LLC | 0.01% | — | 401 | $99K |
| Mechanics Financial Corp | 0.03% | No change | 400 | $97K |
| Manchester Capital Management LLC | 0.01% | No change | 400 | $97K |
| Rossmore Private Capital | 0.01% | Add +60.0% | 400 | $97K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 400 | $97K |
| DHJJ Financial Advisors, Ltd. | 0.03% | Reduce -2.4% | 400 | $97K |
| United Financial Planning Group LLC | 0.05% | Reduce -67.5% | 393 | $96K |
| American Capital Advisory, LLC | 0.03% | No change | 375 | $91K |
| Ellevest, Inc. | 0.01% | New | 37,015 | $91K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +3.9% | 370 | $90K |
| Addison Advisors LLC | 0.04% | Reduce -51.2% | 369 | $90K |
| Gill Capital Partners, LLC | 0.02% | Reduce -14.1% | 361 | $88K |
| Proffitt & Goodson Inc. | 0.01% | No change | 360 | $87K |
| Salem Investment Counselors Inc. | 0.00% | Add +0.3% | 358 | $87K |
| Financial Life Planners | 0.05% | Add +6.7% | 350 | $85K |
| Gen-Wealth Partners Inc | 0.02% | Reduce -21.1% | 347 | $84K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 345 | $84K |
| Cornerstone National Bank & Trust Co | 0.03% | New | 345 | $84K |
| JDM Financial Group LLC | 0.03% | No change | 341 | $83K |
| Investors Research Corp | 0.01% | No change | 341 | $83K |
| Horizon Bancorp Inc. | 0.04% | No change | 338 | $82K |
| Valley National Advisers Inc. | 0.01% | Reduce -17.4% | 337 | $82K |
| Breakwater Investment Management | 0.03% | No change | 323 | $78K |
| Burk Holdings LLC | 0.03% | Add +33.8% | 317 | $77K |
| Quest 10 Wealth Builders, Inc. | 0.06% | Reduce -0.6% | 316 | $77K |
| West Paces Advisors Inc. | 0.01% | Reduce -45.5% | 313 | $76K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 306 | $74K |
| SJS Investment Consulting Inc. | 0.01% | No change | 298 | $72K |
| Tucker Asset Management LLC | 0.02% | No change | 298 | $72K |
| Alerus Financial NA | 0.00% | No change | 274 | $67K |
| Howe & Rusling Inc. | 0.00% | Add +21.3% | 273 | $66K |
| JPL Wealth Management, LLC | 0.01% | No change | 270 | $66K |
| Strive Financial Group ,LLC | 0.03% | Add +41.7% | 255 | $62K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 245 | $60K |
| IAG Wealth Partners, LLC | 0.01% | No change | 245 | $60K |
| Kilter Group LLC | 0.02% | No change | 241 | $59K |
| Adirondack Trust Co. | 0.02% | No change | 236 | $57K |
| Beacon Financial Strategies CORP | 0.03% | New | 235 | $57K |
| Horrell Capital Management, Inc. | 0.03% | No change | 232 | $56K |
| NBH Bank | 0.02% | — | 225 | $55K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 248 | $54K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 214 | $52K |
| Peachtree Investment Partners, LLC | 0.02% | Add +0.5% | 207 | $50K |
| Orion Capital Management LLC | 0.01% | No change | 196 | $48K |
| Millstone Evans Group, LLC | 0.03% | No change | 194 | $47K |
| Matrix Private Capital Group LLC | 0.02% | No change | 190 | $46K |
| Westend Capital Management, LLC | 0.01% | Add +8.0% | 189 | $46K |
| First Bancorp, Inc | 0.02% | New | 188 | $46K |
| 1015 Capital Partners, LLC | 0.04% | Reduce -10.1% | 186 | $45K |
| Oakmont Advisory Group, LLC | 0.04% | New | 184 | $45K |
| Key Capital Management, INC | 0.02% | No change | 183 | $44K |
| Signature Resources Capital Management, LLC | 0.02% | Add +45.6% | 182 | $44K |
| Front Row Advisors LLC | 0.01% | No change | 177 | $44K |
| Redwood Park Advisors LLC | 0.03% | Add +0.6% | 180 | $44K |
| Basepoint Wealth LLC | 0.02% | Add +179.0% | 173 | $42K |
| Tower View Wealth Management LLC | 0.02% | Add +0.6% | 172 | $42K |
| Toth Financial Advisory Corp. | 0.00% | No change | 168 | $41K |
| Vermillion Wealth Management, Inc. | 0.01% | Reduce -27.8% | 166 | $40K |
| PlanVest Financial, Inc | 0.02% | No change | 152 | $37K |
| LifeSteps Financial, Inc. | 0.02% | New | 142 | $35K |
| Gleason Group, Inc. | 0.00% | New | 139 | $34K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 135 | $33K |
| TOP Private Wealth LLC. | 0.03% | — | 131 | $32K |
| JNBA Financial Advisors | 0.00% | Reduce -38.7% | 125 | $30K |
| Marquette Asset Management, LLC | 0.00% | No change | 124 | $30K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 123 | $30K |
| Longview Financial Advisors LLC | 0.01% | No change | 120 | $29K |
| Heritage Wealth Advisors | 0.00% | No change | 120 | $29K |
| Barclays PLC | 0.00% | Reduce -77.4% | 120 | $29K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 118 | $29K |
| Transce3nd, LLC | 0.25% | Reduce -34.4% | 118 | $29K |
| Country Trust Bank | 0.00% | No change | 114 | $28K |
| Fairman Group, LLC | 0.02% | No change | 112 | $27K |
| Sunrise Financial Services, LLC | 0.02% | No change | 111 | $27K |
| Private Wealth Management Group, LLC | 0.01% | Add +0.9% | 110 | $27K |
| Planning Strategies Inc. | 0.02% | — | 109 | $26K |
| Financial Consulate, Inc. | 0.00% | New | 106 | $26K |
| Broadwater Capital Management LLC | 0.02% | No change | 100 | $24K |
| MilWealth Group LLC | 0.01% | No change | 100 | $24K |
| Blume Capital Management, Inc. | 0.00% | No change | 100 | $24K |
| EMC Capital Management | 0.01% | — | 100 | $24K |
| Westside Investment Management, Inc. | 0.00% | No change | 97 | $24K |
| Westfuller Advisors, LLC | 0.01% | No change | 97 | $24K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 96 | $23K |
| Signature Equity Partners, LLC | 0.01% | Reduce -47.7% | 91 | $22K |
| Albion Financial Group | 0.00% | No change | 91 | $22K |
| Valley Wealth Managers, Inc. | 0.00% | Add +1.1% | 89 | $22K |
| Kingdom Financial Group LLC. | 0.01% | New | 87 | $21K |
| Bellevue Asset Management, LLC | 0.01% | No change | 86 | $21K |
| Zions Bancorporation, National Association | 0.00% | No change | 78 | $19K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 77 | $19K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +6.9% | 77 | $19K |
| Union Savings Bank | 0.01% | No change | 75 | $18K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | No change | 73 | $18K |
| Silver Grove Financial Group, Inc. | 0.01% | Reduce -20.7% | 65 | $16K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 63 | $15K |
| CNB Bank | 0.01% | No change | 63 | $15K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 61 | $15K |
| Buck Wealth Strategies, LLC | 0.00% | New | 61 | $15K |
| Noble Wealth Management PBC | 0.01% | Reduce -25.0% | 60 | $15K |
| Mycio Wealth Partners, LLC | 0.00% | Add +1.7% | 59 | $14K |
| Hoese & Co LLP | 0.01% | New | 56 | $14K |
| Valued Wealth Advisors LLC | 0.00% | Add +16.7% | 56 | $14K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 54 | $13K |
| Flagship Wealth Advisors, LLC | 0.00% | New | 53 | $13K |
| NFSG Corp | 0.00% | Add +6.0% | 53 | $13K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 50 | $12K |
| Bravera Wealth | 0.00% | No change | 50 | $12K |
| Davis Capital Management | 0.01% | Reduce -2.0% | 49 | $12K |
| Bernard Wealth Management Corp. | 0.00% | No change | 47 | $11K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | No change | 47 | $11K |
| Armor Investment Advisors, LLC | 0.00% | No change | 46 | $11K |
| Navigoe, LLC | 0.01% | No change | 49 | $11K |
| Aventura Private Wealth, LLC | 0.00% | No change | 45 | $11K |
| St Germain D J Co. Inc. | 0.00% | Reduce -36.6% | 45 | $11K |
| Evolution Wealth Management Inc. | 0.01% | No change | 41 | $10K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.00% | New | 40 | $10K |
| Walsh & Associates, LLC | 0.01% | No change | 40 | $10K |
| Wells Financial Advisors INC | 0.09% | Reduce -87.2% | 39 | $9K |
| First Community Trust NA | 0.00% | No change | 37 | $9K |
| Steph & Co. | 0.00% | Reduce -60.6% | 37 | $9K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 37 | $9K |
| Frankly Finances, LLC | 0.01% | New | 36 | $9K |
| First Financial Corp. | 0.00% | No change | 35 | $9K |
| Centennial Bank | 0.00% | Reduce -95.4% | 35 | $9K |
| HM Payson & Co. | 0.00% | No change | 34 | $8K |
| DecisionPoint Financial, LLC | 0.00% | No change | 34 | $8K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 32 | $8K |
| Richards, Merrill & Peterson, Inc. | 0.00% | No change | 32 | $8K |
| Sankala Group LLC | 0.01% | Reduce -42.3% | 30 | $7K |
| Van Den Berg Management I, Inc. | 0.00% | Reduce -11.8% | 30 | $7K |
| Webster Bank, N. A. | 0.00% | No change | 30 | $7K |
| ROSS\JOHNSON & Associates LLC | 0.11% | No change | 28 | $7K |
| Hughes Financial Services, LLC | 0.00% | No change | 28 | $7K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 27 | $6K |
| Sittner & Nelson, LLC | 0.00% | No change | 26 | $6K |
| Vision Retirement, LLC | 0.00% | No change | 26 | $6K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 25 | $6K |
| Owl Creek Wealth Partners LLC | 0.00% | No change | 25 | $6K |
| Essential Investment Partners LLC | 0.00% | No change | 25 | $6K |
| First Pacific Financial | 0.00% | No change | 24 | $6K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 24 | $6K |
| Ascentis Independent Advisors | 0.02% | Reduce -95.9% | 24 | $6K |
| Blueline Advisors LLC | 0.00% | Reduce -4.0% | 24 | $6K |
| Harborfront Financial Group LLC | 0.02% | — | 24 | $6K |
| FWL Investment Management, LLC | 0.00% | New | 23 | $6K |
| Concord Wealth Partners | 0.00% | New | 21 | $5K |
| Winch Advisory Services, LLC | 0.00% | No change | 20 | $5K |
| Costello Asset Management, INC | 0.00% | Reduce -5.0% | 19 | $5K |
| Activest Wealth Management | 0.00% | No change | 19 | $5K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 19 | $5K |
| Security National Bank | 0.00% | No change | 19 | $5K |
| HFM Investment Advisors, LLC | 0.00% | No change | 19 | $5K |
| Clearstead Trust, LLC | 0.00% | No change | 18 | $4K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | No change | 18 | $4K |
| Networth Advisors, LLC | 0.00% | New | 15 | $4K |
| Global Trust Asset Management, LLC | 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 |
| Register Financial Advisors LLC | 0.00% | Reduce -42.9% | 12 | $3K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 12 | $3K |
| Princeton Global Asset Management LLC | 0.00% | No change | 12 | $3K |
| Bullock Wealth Management Group | 0.00% | No change | 9 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 9 | $2K |
| Quaker Wealth Management, LLC | 0.00% | No change | 9 | $2K |
| Kings Path Partners LLC | 0.00% | New | 9 | $2K |
| Nemes Rush Group LLC | 0.00% | No change | 9 | $2K |
| Horizon Investments, LLC | 0.00% | Reduce -82.0% | 9 | $2K |
| Colonial Trust Advisors | 0.00% | No change | 7 | $2K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 7 | $2K |
| Delos Wealth Advisors, LLC | 0.00% | New | 7 | $2K |
| Kentucky Trust Co | 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 |
| Clark Wealth Partners | 0.00% | Add +100.0% | 6 | $1K |
| Gables Capital Management Inc. | 0.00% | No change | 5 | $1K |
| Spurstone Advisory Services, LLC | 0.02% | Add +400.0% | 5 | $1K |
| HighMark Wealth Management LLC | 0.00% | Add +400.0% | 5 | $1K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 3 | $728 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 1 | $243 |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 1 | $242 |
"% 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.