Vanguard Ftse Developed ETFVEAETF
13F holders, Q1 2024 (March 31)2,150holders
7famous investors
$50.16avg. 13F price*
At the end of Q1 2024, 2,150 institutions reported holding Vanguard Ftse Developed ETF (VEA) in their 13F filings. The largest holders were Bank of America Corp. ($8.0B), Creative Planning ($6.7B) and Betterment LLC ($6.0B). 7 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), John W. Rogers Jr. (0.1% of Ariel Investments's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Vanguard Ftse Developed ETF
- CUSIP
- 921943858
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 110 | $347.5M |
| Exits | 83 | $183.2M |
Ownership 2,150 holders
| Bank of America Corp. | 0.79% | Add +5.6% | 159,027,295 | $8.0B |
| Creative Planning | 7.41% | Add +5.4% | 133,211,487 | $6.7B |
| Betterment LLC | 16.05% | Add +8.6% | 119,206,500 | $6.0B |
| Envestnet Asset Management Inc. | 1.77% | Add +6.6% | 94,628,421 | $4.7B |
| Jones Financial Companies LLLP | 5.48% | Add +2.7% | 80,163,643 | $4.0B |
| Wells Fargo & Company | 0.84% | Add +1.1% | 63,119,363 | $3.2B |
| Morgan Stanley | 0.22% | Add +1.3% | 55,317,778 | $2.8B |
| Wealthfront Advisers LLC | 9.67% | Add +1.9% | 55,106,704 | $2.8B |
| Northwestern Mutual Wealth Management Co. | 2.50% | Add +5.9% | 48,559,821 | $2.4B |
| Goldman Sachs Group Inc. | 0.48% | Reduce -2.5% | 45,148,623 | $2.3B |
| WealthNavi Inc. | 27.89% | Add +4.0% | 41,761,577 | $2.1B |
| Royal Bank of Canada | 0.50% | Add +2.6% | 40,573,825 | $2.0B |
| Northern Trust Corp. | 0.34% | Add +3.3% | 39,140,590 | $2.0B |
| Charles Schwab Investment Management Inc. | 0.42% | Add +2.3% | 36,495,617 | $1.8B |
| Sei Investments Co. | 2.02% | Reduce -11.0% | 27,453,392 | $1.4B |
| UBS Group AG | 0.44% | Reduce -1.0% | 26,612,627 | $1.3B |
| Mariner, LLC | 2.68% | Add +6.8% | 25,816,132 | $1.3B |
| Tiaa Trust, National Association | 3.57% | Reduce -1.2% | 23,235,374 | $1.2B |
| LPL Financial LLC | 0.55% | Add +2.5% | 20,447,230 | $1.0B |
| Mercer Global Advisors Inc. | 2.50% | Add +16.8% | 17,505,655 | $878.4M |
| Vanguard Group Inc. | 0.02% | Add +4.8% | 17,314,776 | $868.7M |
| Baird Financial Group, Inc. | 1.77% | Add +4.7% | 16,814,474 | $843.6M |
| FMR LLC | 0.06% | Reduce -0.7% | 16,649,372 | $835.3M |
| Bank of New York Mellon Corp | 0.15% | Reduce -25.5% | 15,833,471 | $794.4M |
| Commonwealth Equity Services, LLC | 1.27% | Add +1.7% | 15,228,615 | $764.0M |
| US Bancorp \de | 1.01% | Add +1.0% | 14,473,572 | $726.1M |
| JPMorgan Chase & Co. | 0.06% | Reduce -3.1% | 14,421,129 | $723.5M |
| Captrust Financial Advisors | 2.51% | Add +11.2% | 13,623,720 | $683.5M |
| Envestnet Portfolio Solutions, Inc. | 2.53% | Add +2.5% | 13,416,525 | $673.1M |
| Cerity Partners LLC | 1.75% | Reduce -30.1% | 13,254,848 | $664.1M |
| Jasper Ridge Partners, L.P. | 17.71% | Add +15.6% | 11,223,616 | $563.1M |
| Rwa Wealth Partners, LLC | 7.22% | Add +1.6% | 10,698,914 | $536.8M |
| Valmark Advisers, Inc. | 9.28% | Add +2.0% | 10,611,872 | $532.4M |
| Corient Private Wealth LP | 0.88% | Add +32.6% | 9,877,050 | $495.5M |
| Ameriprise Financial Inc. | 0.14% | Add +11.7% | 9,840,061 | $493.9M |
| HighTower Advisors, LLC | 0.76% | Add +8.1% | 9,341,428 | $468.7M |
| Charles Schwab Investment Advisory, Inc. | 0.64% | Reduce -2.8% | 9,327,426 | $468.0M |
| Wealthspire Advisors, LLC | 5.90% | Add +2.1% | 8,811,622 | $442.1M |
| Keybank National Association | 1.62% | Reduce -8.7% | 7,817,813 | $392.2M |
| PNC Financial Services Group, Inc. | 0.26% | Reduce -0.6% | 7,563,479 | $379.5M |
| Stifel Financial Corp. | 0.43% | Reduce -1.7% | 7,548,846 | $378.7M |
| SCS Capital Management LLC | 7.71% | Reduce -0.2% | 7,228,085 | $362.6M |
| Morningstar Investment Services LLC | 3.66% | Reduce -47.7% | 6,617,665 | $332.7M |
| Facet Wealth, Inc. | 11.21% | Add +11.3% | 6,657,120 | $332.5M |
| HBK Sorce Advisory LLC | 11.47% | Add +4.5% | 6,472,441 | $324.7M |
| Raymond James Financial Services Advisors, Inc. | 0.48% | Add +12.1% | 6,466,386 | $324.4M |
| M&T Bank Corp | 1.08% | Reduce -3.9% | 6,209,019 | $311.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 7.06% | Add +7.5% | 6,181,290 | $310.1M |
| Nicholas Hoffman & Company, LLC. | 15.49% | Add +19.9% | 6,084,193 | $305.2M |
| MML Investors Services, LLC | 1.24% | Add +17.3% | 5,991,316 | $300.6M |
| Regions Financial Corp. | 2.23% | Add +1.8% | 5,851,809 | $293.6M |
| Manufacturers Life Insurance Company, The | 0.27% | Reduce -0.1% | 5,831,218 | $292.5M |
| Modera Wealth Management, LLC | 4.38% | Reduce -1.6% | 5,738,186 | $287.9M |
| State of Tennessee, Department of Treasury | 1.06% | Reduce -2.0% | 5,732,083 | $287.6M |
| Citigroup Inc. | 0.31% | Reduce -3.9% | 5,631,745 | $282.5M |
| JMG Financial Group, Ltd. | 10.64% | Add +4.2% | 5,561,141 | $279.0M |
| Victory Capital Management Inc. | 0.28% | Add +3.6% | 5,549,493 | $278.4M |
| Fiduciary Trust Co | 4.16% | Add +0.9% | 5,407,168 | $271.3M |
| Truepoint, Inc. | 7.24% | Add +7.8% | 5,079,162 | $254.8M |
| Pathstone Holdings, LLC | 1.19% | Add +1.3% | 5,044,530 | $253.1M |
| Fisher Asset Management | 0.11% | Add +3.2% | 4,756,494 | $238.6M |
| Cetera Investment Advisers | 0.54% | Add +147.9% | 4,577,042 | $229.6M |
| TFO Wealth Partners, LLC | 44.25% | Reduce -0.6% | 4,547,642 | $228.2M |
| Bank of Hawaii | 11.03% | Add +23.7% | 4,516,616 | $226.6M |
| Sofi Wealth, LLC | 20.01% | Add +9.8% | 4,289,616 | $215.2M |
| Country Trust Bank | 5.53% | Add +2.5% | 4,252,927 | $213.4M |
| Ballentine Partners, LLC | 4.03% | Reduce -0.0% | 4,233,812 | $212.4M |
| Voya Investment Management LLC | 0.22% | Reduce -7.6% | 3,939,703 | $197.7M |
| Lincoln National Corp. | 3.05% | Add +4.7% | 3,894,386 | $195.4M |
| Osaic Holdings, Inc. | 0.44% | Reduce -56.2% | 3,885,930 | $195.0M |
| Raymond James & Associates | 0.13% | Add +1.4% | 3,859,562 | $193.6M |
| Ally Invest Advisors Inc. | 19.19% | Add +2.9% | 3,853,542 | $193.3M |
| Linscomb Wealth, Inc. | 9.94% | Add +0.4% | 3,850,126 | $193.2M |
| Ellevest, Inc. | 11.56% | Add +2.5% | 3,711,506 | $186.2M |
| Wilmington Savings Fund Society, FSB | 7.10% | — | 3,686,605 | $185.0M |
| Janney Montgomery Scott LLC | 0.55% | Add +1.0% | 3,666,219 | $183.9M |
| Rockefeller Capital Management L.P. | 0.50% | Add +18.2% | 3,402,021 | $170.7M |
| D.A. Davidson & Co. | 1.51% | Reduce -0.3% | 3,336,066 | $167.4M |
| Fifth Third Bancorp | 0.64% | Reduce -4.1% | 3,282,823 | $164.7M |
| Blair William & Co. | 0.48% | Add +2.9% | 3,050,215 | $153.0M |
| CIBC Private Wealth Group LLC | 0.30% | Reduce -0.9% | 3,016,199 | $150.7M |
| Farmers & Merchants Investments Inc. | 4.89% | Add +2.1% | 2,883,042 | $144.6M |
| Assetmark, Inc. | 0.47% | Add +10.0% | 2,881,033 | $144.5M |
| MAI Capital Management | 1.49% | Add +15.3% | 2,851,957 | $143.1M |
| Synovus Financial Corp. | 1.82% | Add +0.8% | 2,794,495 | $140.2M |
| BLB&B Advisors, LLC | 7.76% | Add +6.7% | 2,743,674 | $137.7M |
| Johnson Financial Group, LLC | 17.00% | Add +5.4% | 2,685,174 | $134.7M |
| Wedmont Private Capital | 9.63% | Add +7.5% | 2,639,218 | $131.9M |
| Susquehanna International Group, LLP | 0.20% | New | 2,596,596 | $130.3M |
| Truist Financial Corp. | 0.19% | Reduce -20.9% | 2,555,551 | $128.2M |
| Cambridge Investment Research Advisors, Inc. | 0.49% | Reduce -10.0% | 2,528,820 | $126.9M |
| Allen Investment Management, LLC | 1.56% | Add +4.1% | 2,482,768 | $124.6M |
| Acropolis Investment Management, LLC | 8.15% | Add +1.9% | 2,482,005 | $124.5M |
| Freestone Capital Holdings, LLC | 4.62% | Add +3.4% | 2,467,674 | $123.8M |
| Tectonic Advisors LLC | 9.37% | Add +6.0% | 2,449,811 | $122.9M |
| Cambridge Associates LLC /Ma/ | 6.57% | Reduce -1.4% | 2,448,454 | $122.8M |
| Foster Group, Inc. | 5.88% | Reduce -0.5% | 2,358,256 | $118.3M |
| Nepc LLC | 3.83% | Add +45.1% | 2,216,107 | $111.2M |
| Bridges Investment Management Inc. | 3.35% | Reduce -0.1% | 2,138,469 | $107.3M |
| Focus Partners Wealth | 0.87% | Add +81.4% | 2,131,318 | $106.9M |
| Lake Street Advisors Group, LLC | 4.87% | Reduce -5.6% | 2,073,882 | $104.0M |
| First Financial Bankshares Inc | 2.34% | Add +1.9% | 2,066,658 | $103.7M |
| Thrivent Financial for Lutherans | 0.20% | Reduce -22.7% | 1,949,878 | $97.8M |
| Westwood Holdings Group Inc. | 0.78% | Add +0.5% | 1,948,684 | $97.8M |
| Plante Moran Financial Advisors, LLC | 10.46% | Add +7.8% | 1,939,846 | $97.3M |
| Atria Wealth Solutions, Inc. | 1.08% | Add +2.0% | 1,908,858 | $95.8M |
| Orion Porfolio Solutions, LLC | 1.02% | Add +1.2% | 1,902,230 | $95.4M |
| Orion Portfolio Solutions, LLC | 1.02% | Add +1.2% | 1,902,230 | $95.4M |
| Oakworth Capital, Inc. | 7.16% | Reduce -9.3% | 1,896,313 | $95.1M |
| Badgley Phelps Wealth Managers, LLC | 2.38% | Add +1.6% | 1,892,434 | $94.9M |
| Michael & Susan Dell Foundation | 11.78% | No change | 1,883,769 | $94.5M |
| Glenmede Trust Co. NA | 0.46% | Add +1.7% | 1,822,482 | $91.4M |
| Comerica Bank | 0.39% | Add +0.2% | 1,787,351 | $89.7M |
| Sigma Investment Counselors Inc. | 5.75% | Add +0.4% | 1,779,700 | $89.3M |
| Tanglewood Wealth Management, Inc. | 10.64% | Add +1.2% | 1,715,419 | $86.1M |
| NewEdge Advisors, LLC | 0.75% | Add +8.0% | 1,712,673 | $85.9M |
| Mountain Capital Investment Advisors Inc. | 23.95% | New | 1,709,899 | $85.4M |
| Agf Management Ltd. | 0.47% | Add +1.4% | 1,682,563 | $84.4M |
| Rebalance, LLC | 6.79% | Add +2.0% | 1,646,506 | $82.6M |
| Raymond James Trust N.A. | 1.94% | Reduce -2.6% | 1,598,138 | $80.2M |
| McKinley Carter Wealth Services, Inc. | 5.33% | Add +3.0% | 1,588,104 | $79.7M |
| Fusion Family Wealth, LLC | 8.24% | Add +4.2% | 1,583,752 | $79.5M |
| Ocean Park Asset Management, LLC | 3.73% | No change | 1,577,677 | $79.2M |
| Wealth Enhancement Advisory Services, LLC | 0.20% | Add +61.3% | 1,569,972 | $78.8M |
| Brookstone Capital Management | 1.38% | Add +3.4% | 1,536,310 | $77.1M |
| Arbor Investment Advisors, LLC | 11.22% | Add +1.1% | 1,527,728 | $76.6M |
| Litman Gregory Wealth Management LLC | 6.84% | Add +9.0% | 1,503,192 | $75.4M |
| Coldstream Capital Management Inc. | 1.91% | Add +0.1% | 1,497,780 | $75.1M |
| Monashee Investment Management LLC | 8.79% | Reduce -5.5% | 1,464,600 | $73.5M |
| PDS Planning, Inc | 7.67% | Add +2.6% | 1,455,589 | $73.0M |
| DT Investment Partners, LLC | 7.34% | Add +9.6% | 1,446,741 | $72.6M |
| Gilbert & Cook, Inc. | 9.67% | Add +1.8% | 1,414,542 | $71.0M |
| Choreo, LLC | 1.82% | Reduce -2.8% | 1,411,701 | $70.8M |
| Davis R M Inc. | 1.48% | Add +6.7% | 1,407,847 | $70.6M |
| Mission Wealth Management, LP | 1.89% | Add +6.1% | 1,406,201 | $70.5M |
| Bank of Montreal | 0.02% | Add +38.4% | 1,390,587 | $69.9M |
| Evoke Wealth, LLC | 2.05% | New | 1,374,758 | $69.0M |
| Whittier Trust Co. | 1.00% | Add +0.8% | 1,369,183 | $68.7M |
| Pure Financial Advisors, LLC | 2.14% | Reduce -1.8% | 1,362,085 | $68.3M |
| Allspring Global Investments Holdings, LLC | 0.11% | Reduce -6.3% | 1,361,720 | $68.3M |
| Planning Alternatives Ltd. | 11.13% | Reduce -0.0% | 1,350,278 | $67.7M |
| CreativeOne Wealth, LLC | 2.65% | Add +15.1% | 1,324,792 | $66.5M |
| Beacon Pointe Advisors, LLC | 0.73% | Reduce -1.1% | 1,304,729 | $65.5M |
| MassMutual Private Wealth & Trust, FSB | 2.02% | Add +3.5% | 1,293,714 | $64.9M |
| Composition Wealth, LLC | 1.62% | Reduce -6.9% | 1,282,962 | $64.4M |
| Legacy Private Trust Co. | 4.69% | Add +28.6% | 1,277,796 | $64.1M |
| Marcum Wealth, LLC | 6.49% | Add +4.2% | 1,274,457 | $63.9M |
| Commerce Bank | 0.42% | Reduce -0.9% | 1,270,221 | $63.7M |
| Atria Investments, Inc | 0.87% | Add +5.3% | 1,263,847 | $63.4M |
| Steele Capital Management, Inc. | 3.64% | Add +6.1% | 1,261,913 | $63.3M |
| BOK Financial Private Wealth, Inc. | 4.70% | Reduce -3.4% | 1,259,094 | $63.2M |
| State Street Corp. | 0.00% | Reduce -6.8% | 1,256,492 | $63.0M |
| Buckingham Strategic Wealth, LLC | 0.67% | Add +3.0% | 1,255,893 | $63.0M |
| Lockheed Martin Investment Management Co. | 4.55% | No change | 1,250,000 | $62.7M |
| Toews Corp. | 10.88% | Reduce -9.2% | 1,247,472 | $62.6M |
| Alliancebernstein L.P. | 0.02% | Reduce -2.4% | 1,235,031 | $62.0M |
| UMB Bank, n.a. | 0.97% | Reduce -1.2% | 1,221,321 | $61.3M |
| Woodmont Investment Counsel LLC | 5.14% | Add +2.4% | 1,216,507 | $61.0M |
| Signaturefd, LLC | 1.26% | Reduce -1.4% | 1,192,975 | $59.9M |
| Connable Office Inc. | 6.75% | Add +2.8% | 1,187,099 | $59.6M |
| TD Waterhouse Canada Inc. | 0.44% | Add +12.3% | 927,557 | $59.1M |
| Patriot Investment Management Group, Inc. | 4.64% | Add +1.4% | 1,169,185 | $58.7M |
| Savant Capital, LLC | 0.66% | Add +19.5% | 1,148,344 | $57.6M |
| Old National Bancorp | 1.36% | Add +1.9% | 1,143,665 | $57.4M |
| Johnson Investment Counsel Inc. | 0.62% | Add +4.2% | 1,142,287 | $57.3M |
| Sepio Capital, LP | 4.91% | Reduce -5.8% | 1,140,671 | $57.2M |
| Aptus Capital Advisors, LLC | 1.22% | Add +21.7% | 1,136,389 | $57.0M |
| VPR Management LLC | 15.48% | Reduce -13.1% | 1,112,000 | $55.8M |
| Lwmg, LLC | 12.88% | Add +3.8% | 1,111,990 | $55.8M |
| Financial Counselors Inc. | 0.94% | Reduce -8.6% | 1,111,197 | $55.7M |
| Pinnacle Financial Partners Inc | 1.21% | Reduce -4.3% | 1,110,568 | $55.7M |
| Hirtle & Co., LLC | 2.74% | Add +0.5% | 1,096,076 | $55.0M |
| Connecticut Wealth Management, LLC | 2.89% | Reduce -3.8% | 1,080,910 | $54.2M |
| Regis Management CO LLC | 16.26% | Reduce -0.7% | 1,065,822 | $53.5M |
| Avion Wealth | 14.18% | Add +2.7% | 1,053,062 | $52.8M |
| Lido Advisors, LLC | 0.48% | Reduce -15.0% | 1,052,905 | $52.8M |
| Proffitt & Goodson Inc. | 9.36% | Add +0.4% | 1,050,606 | $52.7M |
| Elwood & Goetz Wealth Advisory Group, LLC | 12.79% | Add +0.9% | 1,050,460 | $52.7M |
| Auto-Owners Insurance Co | 1.39% | No change | 1,045,750 | $52.5M |
| Alps Advisors Inc. | 0.37% | Reduce -1.0% | 1,043,885 | $52.4M |
| Arvest Investments, Inc. | 8.24% | Reduce -3.4% | 1,036,297 | $52.0M |
| Arlington Trust Co LLC | 13.36% | Add +1.1% | 1,036,125 | $52.0M |
| Tanager Wealth Management LLP | 8.37% | Add +9.1% | 1,033,611 | $51.9M |
| Wellington Management Group LLP | 0.01% | Add +71.5% | 1,029,683 | $51.7M |
| WestHill Financial Advisors, Inc. | 12.70% | Add +3.2% | 1,029,042 | $51.6M |
| Vision Capital Management, Inc. | 7.69% | Reduce -1.2% | 1,027,100 | $51.5M |
| Bokf, NA | 0.94% | Add +5.4% | 1,031,165 | $51.5M |
| Cresset Asset Management, LLC | 0.25% | Add +1.5% | 1,013,643 | $50.9M |
| Trilogy Capital Inc. | 2.92% | Add +7.5% | 1,011,755 | $50.8M |
| EverSource Wealth Advisors, LLC | 3.95% | Add +14.5% | 1,034,891 | $50.2M |
| Human Investing LLC | 10.03% | Add +2.6% | 995,477 | $49.9M |
| Relative Value Partners Group, LLC | 3.14% | Add +2.2% | 1,052,737 | $49.9M |
| Jacobsen Capital Management | 23.02% | Add +13.9% | 989,297 | $49.6M |
| Apella Capital, LLC | 2.49% | Add +9.5% | 987,737 | $49.3M |
| Moneta Group Investment Advisors LLC | 0.80% | Add +25.5% | 976,730 | $49.0M |
| Alesco Advisors, LLC, An ESL Co | 1.60% | Reduce -0.0% | 970,494 | $48.7M |
| JFG Wealth Management, LLC | 13.04% | Add +7.8% | 969,400 | $48.6M |
| Jane Street Group, LLC | 0.06% | Reduce -71.9% | 962,075 | $48.3M |
| Clark Asset Management, LLC | 14.82% | Add +18.4% | 961,414 | $48.2M |
| Ameritas Investment Partners, Inc. | 1.64% | Reduce -10.1% | 952,652 | $47.8M |
| Alera Investment Advisors, LLC | 6.41% | Reduce -8.1% | 944,456 | $47.4M |
| Edge Capital Group, LLC | 2.31% | Add +9.1% | 924,727 | $46.4M |
| West Financial Advisors, LLC | 9.94% | Add +3.9% | 923,921 | $46.4M |
| Kwmg, LLC | 5.05% | Add +1.0% | 919,122 | $46.1M |
| Whittier Trust Co. of Nevada Inc. | 1.30% | Add +1.9% | 904,968 | $45.4M |
| Peapack Gladstone Financial Corp. | 0.70% | Add +6.6% | 896,434 | $45.0M |
| Wallington Asset Management, LLC | 7.04% | Reduce -0.3% | 895,970 | $45.0M |
| Heartwood Wealth Advisors LLC | 5.51% | Reduce -34.2% | 891,974 | $44.8M |
| Kestra Advisory Services, LLC | 0.30% | Add +9.2% | 887,804 | $44.5M |
| SigFig Wealth Management, LLC | 1.63% | Reduce -13.1% | 892,207 | $44.5M |
| Cornerstone Planning Group LLC | 13.75% | Add +8.0% | 892,064 | $44.2M |
| CENTRAL TRUST Co | 1.09% | Add +3.5% | 875,236 | $43.9M |
| Welch & Forbes LLC | 0.60% | Add +3.9% | 864,883 | $43.4M |
| Citizens Business Bank | 8.93% | Add +0.0% | 854,219 | $42.9M |
| Chandler Asset Management, Inc. | 8.67% | Add +3.2% | 852,581 | $42.8M |
| Strategic Investment Advisors / MI | 5.47% | Add +15.2% | 849,308 | $42.6M |
| Charles Schwab Trust Co | 4.03% | Add +4.1% | 848,308 | $42.6M |
| Wealth Architects, LLC | 5.60% | Add +1.3% | 846,698 | $42.5M |
| Avantax Advisory Services, Inc. | 0.38% | Add +6.9% | 844,249 | $42.4M |
| Robertson Stephens Wealth Management, LLC | 2.31% | Add +1.3% | 840,694 | $42.2M |
| First Bank & Trust | 8.66% | Add +3.1% | 834,603 | $41.9M |
| Hills Bank & Trust Co | 3.49% | Add +1.0% | 820,959 | $41.2M |
| Meeder Advisory Services, Inc. | 4.17% | Add +7.5% | 816,532 | $41.0M |
| Raffa Wealth Management, LLC | 12.17% | Reduce -0.1% | 814,552 | $40.9M |
| Financial Synergies Wealth Advisors, Inc. | 5.30% | Add +3.1% | 804,862 | $40.4M |
| National Bank of Canada | 0.07% | Add +3.6% | 800,522 | $40.3M |
| Waverly Advisors, LLC | 0.94% | Add +21.2% | 800,150 | $40.1M |
| Riverpoint Wealth Management Holdings, LLC | 11.15% | Add +0.1% | 799,054 | $40.1M |
| Summit Trail Advisors, LLC | 1.06% | Add +3.0% | 792,163 | $39.7M |
| GP Brinson Investments LLC | 16.94% | No change | 790,120 | $39.6M |
| Cliffwater LLC | 10.64% | Add +0.1% | 787,054 | $39.5M |
| Steward Partners Investment Advisory, LLC | 0.43% | Add +15.3% | 783,123 | $39.3M |
| Gemmer Asset Management LLC | 4.54% | Reduce -11.7% | 778,827 | $39.1M |
| Private Advisor Group, LLC | 0.28% | Reduce -8.3% | 768,298 | $38.5M |
| Park Avenue Securities LLC | 0.49% | Add +3.9% | 762,467 | $38.3M |
| Empowered Funds, LLC | 0.69% | Add +2066.3% | 759,841 | $38.1M |
| Efficient Advisors, LLC | 2.43% | Add +2.3% | 755,201 | $37.9M |
| Coyle Financial Counsel LLC | 13.52% | Add +4.1% | 753,622 | $37.8M |
| Eastern Bank | 1.57% | Add +100.4% | 751,790 | $37.7M |
| Salomon & Ludwin, LLC | 3.24% | Reduce -0.3% | 751,467 | $37.7M |
| Kathmere Capital Management, LLC | 4.31% | Add +7.6% | 750,136 | $37.6M |
| Laird Norton Wetherby Wealth Management, LLC | 1.79% | Reduce -0.2% | 746,791 | $37.5M |
| First Western Trust Bank | 1.70% | Reduce -1.0% | 745,048 | $37.4M |
| Oakwell Private Wealth Management, LLC | 11.36% | Add +11.9% | 744,840 | $37.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.15% | Reduce -3.5% | 740,431 | $37.1M |
| Trust Co | 4.85% | Reduce -1.1% | 735,588 | $36.9M |
| Partners in Financial Planning | 8.17% | Add +1.7% | 731,539 | $36.7M |
| Whitcomb & Hess, Inc. | 11.76% | Reduce -1.4% | 729,409 | $36.6M |
| Merit Financial Group, LLC | 0.87% | Add +33.5% | 736,895 | $36.5M |
| Townsquare Capital LLC | 0.53% | Add +19.3% | 720,268 | $36.1M |
| Avior Wealth Management, LLC | 1.67% | Reduce -6.9% | 719,067 | $36.0M |
| Brown Advisory Inc. | 0.05% | Reduce -1.1% | 713,693 | $35.8M |
| Chai Trust Co. LLC | 3.86% | Add +4.9% | 709,750 | $35.6M |
| Hanson & Doremus Investment Management | 6.10% | Add +3.8% | 705,820 | $35.4M |
| Tidal Investments LLC | 0.60% | Reduce -3.2% | 703,529 | $35.3M |
| EP Wealth Advisors, LLC | 0.41% | Reduce -2.3% | 701,620 | $35.2M |
| Caisse de depot et placement du Quebec | 0.08% | Add +55.6% | 700,000 | $35.1M |
| Acorn Financial Advisory Services Inc. | 6.60% | Reduce -10.9% | 696,722 | $35.0M |
| Seaside Wealth Management, Inc. | 14.86% | Add +2.0% | 694,226 | $34.8M |
| Sageworth Trust Co | 2.21% | Add +0.6% | 683,474 | $34.3M |
| Meridian Management Co. | 9.33% | Add +0.2% | 681,388 | $34.2M |
| Jordan Park Group LLC | 2.17% | Add +1.3% | 680,725 | $34.2M |
| Full Sail Capital, LLC | 2.37% | Add +0.3% | 677,377 | $34.0M |
| RPTC Inc. | 7.04% | Reduce -10.2% | 664,217 | $33.3M |
| Fi3 FINANCIAL ADVISORS, LLC | 15.32% | Add +6.0% | 672,007 | $33.3M |
| Roble, Belko & Company, Inc | 5.64% | Reduce -3.9% | 654,874 | $32.9M |
| Roof Eidam Maycock Peralta, LLC | 8.98% | Add +26.2% | 651,578 | $32.7M |
| Galvin, Gaustad & Stein, LLC | 3.05% | Reduce -0.8% | 651,243 | $32.7M |
| Old Mission Capital LLC | 0.79% | Reduce -30.8% | 644,356 | $32.3M |
| Klingman & Associates, LLC | 2.31% | Add +8.6% | 639,587 | $32.1M |
| 1ST Source Bank | 1.86% | Add +0.2% | 636,970 | $32.0M |
| Wolff Financial Management LLC | 9.27% | Add +2.9% | 634,125 | $31.8M |
| Family Firm, Inc. | 7.73% | Add +0.9% | 632,754 | $31.7M |
| Apriem Advisors | 3.99% | Add +7.9% | 632,379 | $31.7M |
| PACK Private Wealth, LLC | 19.86% | Add +2.1% | 629,939 | $31.6M |
| Perkins Coie Trust Co | 7.35% | Reduce -1.4% | 625,254 | $31.4M |
| REDW Wealth LLC | 8.45% | Add +5.1% | 624,715 | $31.3M |
| Executive Wealth Group LLC | 6.50% | Add +201.3% | 640,431 | $31.2M |
| Duff & Phelps Investment Management Co. | 0.37% | No change | 620,470 | $31.1M |
| Kopp LeRoy C | 17.73% | — | 618,865 | $31.0M |
| Kopp Family Office, LLC | 17.73% | Add +1.1% | 618,865 | $31.0M |
| Old Mission Investment Co LLC | 10.35% | Add +2.2% | 617,356 | $31.0M |
| TD Asset Management Inc | 0.03% | Add +8.4% | 616,165 | $30.9M |
| Cascade Financial Partners, LLC | 4.45% | — | 636,144 | $30.9M |
| Mutual Advisors, LLC | 0.98% | Reduce -1.7% | 611,166 | $30.7M |
| Veery Capital, LLC | 12.55% | Add +4.4% | 610,502 | $30.6M |
| Intrust Bank NA | 3.27% | Reduce -1.1% | 608,517 | $30.5M |
| Mesirow Financial Investment Management, Inc. | 0.69% | Add +3.0% | 607,519 | $30.5M |
| Windward Private Wealth Management Inc. | 12.37% | Add +2.2% | 603,493 | $30.3M |
| Parker Financial LLC | 17.21% | Add +9.3% | 602,161 | $30.2M |
| Apollon Wealth Management, LLC | 0.93% | Add +19.3% | 589,320 | $29.6M |
| OLIO Financial Planning | 12.42% | Reduce -0.5% | 615,950 | $29.5M |
| JRM Investment Counsel, LLC | 10.53% | Add +23.6% | 586,598 | $29.4M |
| Benjamin F. Edwards & Company, Inc. | 0.53% | Add +1.0% | 584,676 | $29.3M |
| Concourse Financial Group Securities, Inc. | 1.88% | Reduce -1.4% | 581,016 | $29.1M |
| American Trust | 2.43% | Reduce -31.3% | 580,827 | $29.1M |
| Keener Financial Planning LLC | 19.86% | Add +9.7% | 575,609 | $28.9M |
| Keel Point, LLC | 2.96% | Add +12.0% | 569,394 | $28.6M |
| Integrated Wealth Concepts LLC | 0.41% | Add +26.6% | 566,832 | $28.4M |
| Dravo Bay LLC | 16.90% | Add +7.3% | 566,209 | $28.4M |
| Cambridge Advisors Inc. | 6.69% | Add +1.7% | 565,458 | $28.4M |
| Mascoma Wealth Management LLC | 8.00% | Reduce -4.3% | 560,646 | $28.1M |
| Beacon Investment Advisory Services, Inc. | 1.21% | Add +7.4% | 559,409 | $28.1M |
| Austin Private Wealth, LLC | 3.21% | Reduce -3.6% | 558,859 | $27.9M |
| Wealthcare Advisory Partners LLC | 0.91% | Add +0.1% | 555,879 | $27.9M |
| Wintrust Investments LLC | 2.45% | Reduce -6.6% | 554,371 | $27.8M |
| Praetorian Wealth Management, Inc. | 7.40% | Add +3.4% | 551,624 | $27.7M |
| Capital International Investors | 0.01% | Reduce -12.4% | 550,021 | $27.6M |
| Heritage Trust Co | 3.67% | Reduce -0.8% | 546,760 | $27.4M |
| Beaird Harris Wealth Management, LLC | 2.67% | Add +5.8% | 546,022 | $27.4M |
| Bricktown Capital, LLC | 5.54% | Reduce -60.1% | 545,759 | $27.4M |
| D'Orazio & Associates, Inc. | 4.40% | Add +0.3% | 544,402 | $27.3M |
| Weitzel Financial Services, Inc. | 13.78% | Add +0.3% | 546,990 | $27.3M |
| Kohmann Bosshard Financial Services, LLC | 3.79% | Add +25.5% | 542,686 | $27.2M |
| Lowe Brockenbrough & Co. Inc. | 1.84% | Reduce -0.6% | 542,566 | $27.2M |
| Penobscot Wealth Management | 17.17% | Add +0.7% | 541,685 | $27.2M |
| Nicolet Advisory Services, LLC | 2.75% | Reduce -1.6% | 541,200 | $27.0M |
| Garde Capital, Inc. | 1.89% | Reduce -0.7% | 538,790 | $27.0M |
| Focus Partners Advisor Solutions, LLC | 0.77% | Add +62.7% | 528,333 | $26.5M |
| B. Riley Wealth Advisors, Inc. | 0.71% | Add +44.5% | 602,345 | $26.3M |
| Integris Wealth Management, LLC | 7.27% | Add +11.2% | 524,040 | $26.3M |
| Bryn Mawr Trust Advisors, LLC | 1.48% | Add +47.3% | 520,182 | $26.1M |
| Evolution Advisers, Inc. | 15.39% | Add +3.6% | 519,669 | $26.1M |
| Clarius Group, LLC | 1.78% | Add +19.4% | 514,316 | $25.8M |
| Prudential Financial Inc. | 0.04% | Reduce -16.9% | 514,227 | $25.8M |
| Monterey Private Wealth, Inc. | 10.30% | Add +8.5% | 511,532 | $25.7M |
| Wind River Trust Co | 9.33% | Reduce -2.0% | 510,978 | $25.6M |
| Arax Advisory Partners | 2.69% | Reduce -0.2% | 508,504 | $25.5M |
| Mondrian Investment Partners LTD | 0.35% | Add +94.9% | 507,345 | $25.5M |
| Valeo Financial Advisors, LLC | 0.91% | Add +2.4% | 518,587 | $25.3M |
| Arvest Trust Co. N A | 1.42% | Add +33.7% | 498,777 | $25.0M |
| Abound Wealth Management | 9.51% | Reduce -1.9% | 497,599 | $25.0M |
| Leavell Investment Management, Inc. | 1.44% | Reduce -1.0% | 496,870 | $24.9M |
| Accredited Investors Inc. | 1.60% | Reduce -1.2% | 496,004 | $24.9M |
| PrairieView Partners, LLC | 2.85% | Add +6.9% | 495,258 | $24.8M |
| GHP Investment Advisors, Inc. | 1.23% | Add +2.1% | 494,407 | $24.8M |
| Cordant, Inc. | 14.35% | Add +1.0% | 493,417 | $24.8M |
| Fiera Capital Corp | 0.07% | Add +2.7% | 490,603 | $24.6M |
| Ally Financial Inc. | 3.32% | No change | 490,000 | $24.6M |
| LBMC Investment Advisors, LLC | 2.13% | Reduce 0.0% | 489,594 | $24.6M |
| FSA Wealth Management LLC | 10.57% | Add +4.1% | 484,385 | $24.3M |
| Stephens Inc. | 0.38% | Reduce -36.8% | 484,095 | $24.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.87% | Reduce -42.8% | 483,873 | $24.3M |
| REAP Financial Group, LLC | 6.63% | Add +24.9% | 481,783 | $24.2M |
| CANADA LIFE ASSURANCE Co | 0.05% | Reduce -6.4% | 481,090 | $24.2M |
| Cantor Fitzgerald Investment Advisors L.P. | 1.78% | Reduce -1.3% | 477,757 | $24.0M |
| Wiser Wealth Management, Inc | 7.85% | Add +3.0% | 476,992 | $23.9M |
| First Horizon Advisors, Inc. | 0.73% | Add +9.8% | 472,019 | $23.7M |
| Aufman Associates Inc | 16.65% | Add +0.5% | 471,301 | $23.6M |
| Balentine LLC | 0.70% | Reduce -4.7% | 465,424 | $23.4M |
| Parallel Advisors, LLC | 0.63% | Reduce -1.6% | 464,758 | $23.3M |
| Simmons Bank | 1.75% | Reduce -0.1% | 464,250 | $23.3M |
| Tenret Co LLC | 16.41% | Add +7.2% | 463,740 | $23.3M |
| Ballentine Capital Advisors, Inc | 12.57% | Add +2.8% | 457,727 | $22.9M |
| Affiance Financial, LLC | 6.10% | Add +4.8% | 449,110 | $22.5M |
| Sandy Spring Bank | 1.02% | Add +0.5% | 447,622 | $22.5M |
| Founders Financial Securities LLC | 2.34% | Reduce -24.9% | 443,856 | $22.3M |
| Pinnacle Associates Ltd. | 0.35% | Reduce -0.1% | 441,708 | $22.2M |
| Allworth Financial LP | 0.16% | Reduce -10.9% | 441,507 | $22.2M |
| Nelson Capital Management, LLC | 4.22% | Add +3.8% | 439,646 | $22.1M |
| Relyea Zuckerberg Hanson LLC | 3.86% | Add +3.7% | 438,645 | $22.0M |
| Cibc World Market Inc. | 0.06% | Add +0.3% | 434,695 | $21.8M |
| Journey Advisory Group, LLC | 2.69% | Add +3.7% | 434,513 | $21.8M |
| Anderson Hoagland & Co. | 2.44% | Reduce -4.6% | 441,636 | $21.7M |
| Fiduciary Group, LLC | 2.36% | Add +0.2% | 430,225 | $21.6M |
| Bay Harbor Wealth Management, LLC | 7.73% | Add +1.2% | 429,085 | $21.5M |
| Horizon Investments, LLC | 0.56% | Reduce -25.5% | 428,287 | $21.5M |
| Peninsula Wealth, LLC | 4.29% | Reduce -27.6% | 428,210 | $21.5M |
| Hart & Patterson Financial Group LLC | 10.62% | Reduce -18.9% | 427,435 | $21.4M |
| Fort Point Capital Partners LLC | 2.89% | Reduce -1.4% | 424,616 | $21.3M |
| Brooklyn FI, LLC | 8.73% | Add +17.2% | 422,993 | $21.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 2.24% | Reduce -0.1% | 416,176 | $20.9M |
| NDVR, Inc. | 19.87% | Add +15.8% | 414,948 | $20.8M |
| Equita Financial Network, Inc. | 9.31% | Add +10.4% | 413,418 | $20.7M |
| Noble Family Wealth, LLC | 5.90% | Add +39.5% | 412,973 | $20.7M |
| JFS Wealth Advisors, LLC | 1.64% | Add +0.7% | 410,887 | $20.6M |
| Twele Capital Management, Inc. | 4.64% | Reduce 0.0% | 408,801 | $20.5M |
| Fort Washington Investment Advisors Inc. | 0.13% | Reduce -11.1% | 407,256 | $20.4M |
| Brown Wealth Management, LLC | 8.39% | Reduce -28.0% | 404,207 | $20.3M |
| Ratio Wealth Group | 3.76% | Add +7.8% | 402,167 | $20.2M |
| Aspire Private Capital, LLC | 5.32% | Add +3.2% | 402,091 | $20.2M |
| Cypress Financial Planning LLC | 9.23% | Add +76.8% | 401,707 | $20.2M |
| ERn Financial, LLC | 3.48% | Add +1.7% | 400,395 | $20.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.07% | No change | 400,000 | $20.1M |
| RE Dickinson Investment Advisors, LLC | 12.50% | Add +27.8% | 398,293 | $20.0M |
| Hurlow Wealth Management Group, Inc. | 7.02% | Add +0.3% | 396,609 | $19.9M |
| Texas Capital Bank Wealth Management Services Inc | 2.18% | Reduce -3.7% | 395,610 | $19.8M |
| Bar Harbor Wealth Management | 1.33% | Add +4.7% | 395,219 | $19.8M |
| Grey Fox Wealth Advisors, LLC | 7.44% | Add +11.5% | 394,172 | $19.8M |
| Pine Ridge Advisers LLC | 2.31% | Add +2.1% | 393,525 | $19.7M |
| Capital Planning Advisors, LLC | 3.46% | Add +0.4% | 392,964 | $19.7M |
| Kestra Private Wealth Services, LLC | 0.44% | Add +10.1% | 389,407 | $19.5M |
| Mayport, LLC | 7.46% | Add +16.6% | 389,210 | $19.5M |
| St. Louis Trust Co | 3.04% | Add +4.5% | 388,148 | $19.5M |
| Beirne Wealth Consulting Services, LLC | 8.25% | Add +3159.1% | 387,603 | $19.4M |
| Perigon Wealth Management, LLC | 0.59% | Reduce -11.0% | 386,718 | $19.4M |
| Sovereign Financial Group, Inc. | 5.14% | Add +4.2% | 386,021 | $19.4M |
| Sage Mountain Advisors LLC | 1.99% | Add +39.9% | 381,226 | $19.1M |
| Arcadia Wealth Management, LLC | 11.71% | Add +10.3% | 379,503 | $19.0M |
| Wade Financial Advisory, Inc | 6.90% | Add +1.9% | 377,283 | $18.9M |
| Hudock, Inc. | 4.15% | Add +1.2% | 375,620 | $18.8M |
| Echo45 Advisors LLC | 13.53% | Add +1.4% | 374,701 | $18.8M |
| Johnson Bixby & Associates, LLC | 3.27% | Reduce -1.4% | 374,503 | $18.8M |
| Causeway Capital Management LLC | 0.49% | Reduce -35.9% | 373,285 | $18.7M |
| J.W. Cole Advisors, Inc. | 0.94% | Add +20.2% | 372,862 | $18.7M |
| Empower Advisory Group, LLC | 0.07% | Reduce -4.0% | 369,716 | $18.5M |
| Carlson Capital Management | 0.87% | Reduce -46.0% | 369,016 | $18.5M |
| Burkett Financial Services, LLC | 9.47% | Add +0.6% | 366,127 | $18.4M |
| United Capital Financial Advisors, LLC | 0.15% | Reduce -4.0% | 365,413 | $18.3M |
| JNBA Financial Advisors | 1.92% | Reduce -11.2% | 364,635 | $18.3M |
| Kanawha Capital Management LLC | 1.46% | Add +1.2% | 364,553 | $18.3M |
| Compound Planning, Inc. | 1.68% | Add +38.2% | 362,589 | $18.2M |
| Michelson Medical Research Foundation, Inc. | 10.98% | No change | 361,160 | $18.1M |
| Morton Brown Family Wealth, LLC | 7.46% | Add +2.7% | 360,373 | $18.1M |
| Cardiff Park Advisors, LLC | 1.72% | Add +0.8% | 358,594 | $18.0M |
| VestGen Investment Management | 5.46% | Reduce -0.5% | 358,126 | $18.0M |
| Myecfo, LLC | 10.54% | Add +0.5% | 358,114 | $18.0M |
| Pittenger & Anderson Inc. | 0.73% | Add +8.4% | 357,901 | $18.0M |
| Transamerica Financial Advisors, LLC | 1.82% | Add +6.6% | 356,159 | $17.9M |
| Hassell Wealth Management, LLC | 11.31% | Add +0.9% | 365,194 | $17.8M |
| Drive Wealth Management, LLC | 4.97% | Add +29.1% | 353,311 | $17.7M |
| Stratos Wealth Partners, LTD. | 0.30% | Reduce -5.1% | 352,262 | $17.7M |
| Ritholtz Wealth Management | 0.61% | Reduce -0.4% | 352,246 | $17.7M |
| Ellenbecker Investment Group | 3.71% | Add +10.1% | 352,137 | $17.7M |
| Chilton Capital Management LLC | 0.83% | Reduce -1.4% | 350,185 | $17.6M |
| Global Retirement Partners, LLC | 0.65% | Add +6.6% | 346,195 | $17.4M |
| Bear Mountain Capital, Inc. | 7.48% | Reduce -4.8% | 362,616 | $17.4M |
| Laird Norton Wetherby Trust Company, LLC | 2.35% | Reduce -7.9% | 345,135 | $17.3M |
| Parkside Advisors LLC | 4.45% | Add +0.3% | 344,590 | $17.3M |
| Rossmore Private Capital | 2.26% | Add +1.1% | 343,943 | $17.3M |
| Choate Investment Advisors | 0.46% | Add +256.1% | 343,308 | $17.2M |
| Symmetry Partners, LLC | 1.35% | Reduce -61.8% | 343,074 | $17.2M |
| Guardian Wealth Advisors, LLC | 11.17% | Add +0.6% | 342,580 | $17.2M |
| Simon Quick Advisors, LLC | 1.28% | Add +2.6% | 341,336 | $17.1M |
| Stephenson & Company, Inc. | 12.50% | Add +8.0% | 340,808 | $17.1M |
| Tompkins Financial Corp. | 1.93% | Reduce -3.1% | 339,460 | $17.0M |
| Raelipskie Partnership | 9.70% | Reduce -17.4% | 339,312 | $17.0M |
| Cahill Financial Advisors Inc. | 2.31% | Reduce -2.5% | 337,405 | $16.9M |
| NewSquare Capital LLC | 1.49% | Add +4.3% | 335,659 | $16.8M |
| Natixis Advisors, LLC | 0.04% | Add +12.7% | 330,270 | $16.6M |
| Legacy Financial Group LLC | 3.34% | Add +1444.6% | 328,697 | $16.5M |
| Sand Hill Global Advisors, LLC | 0.78% | Reduce -3.6% | 326,451 | $16.4M |
| Whitegate Investment Counselors, Inc. | 4.59% | Add +1.8% | 325,051 | $16.3M |
| Fairview Capital Investment Management, LLC | 0.92% | Add +4.2% | 324,347 | $16.3M |
| Waterford Advisors, LLC | 6.90% | Add +4.1% | 324,285 | $16.3M |
| Intergy Private Wealth, LLC | 6.68% | Add +4.2% | 323,704 | $16.2M |
| Iron Horse Wealth Management, LLC | 6.41% | Add +6.0% | 322,647 | $16.2M |
| Franklin Resources Inc. | 0.01% | Reduce -40.8% | 322,217 | $16.2M |
| Riversedge Advisors, LLC | 3.92% | Reduce -2.7% | 317,374 | $15.9M |
| Libra Wealth LLC | 6.98% | Add +4.5% | 317,291 | $15.9M |
| American Money Management, LLC | 3.32% | Add +4.0% | 316,896 | $15.9M |
| Asset Planning Corporation | 11.53% | Add +0.9% | 314,655 | $15.8M |
| Advocate Group LLC | 3.13% | Add +1.4% | 313,662 | $15.7M |
| Per Stirling Capital Management, LLC. | 2.61% | Add +8.8% | 311,903 | $15.6M |
| Level Financial Advisors | 7.09% | Add +3.0% | 311,407 | $15.6M |
| Principal Securities, Inc. | 0.48% | Add +8.8% | 307,173 | $15.4M |
| Latigo Investments, LLC | 7.89% | Add +0.4% | 306,975 | $15.4M |
| Argent Trust Co | 0.69% | Add +17.1% | 305,354 | $15.3M |
| Strategic Wealth Partners Group, LLC | 1.69% | Reduce -2.5% | 305,336 | $15.3M |
| Dynamic Advisor Solutions LLC | 0.51% | Reduce -1.6% | 302,502 | $15.2M |
| Aletheian Wealth Advisors LLC | 8.22% | Add +8.5% | 302,047 | $15.2M |
| Telos Capital Management, Inc. | 1.71% | Add +1.2% | 301,912 | $15.1M |
| Aspen Grove Capital, LLC | 4.27% | Reduce -0.5% | 300,815 | $15.1M |
| Wealth Forward, LLC | 11.86% | Add +4.5% | 300,315 | $15.1M |
| NorthCoast Asset Management LLC | 0.19% | Add +133.3% | 298,982 | $15.0M |
| Ziegler Capital Management, LLC | 0.56% | No change | 295,195 | $14.8M |
| Atmos Advisory, LLC | 11.85% | Reduce -2.8% | 294,994 | $14.8M |
| Equitable Holdings, Inc. | 0.17% | Reduce -58.4% | 294,063 | $14.8M |
| Caprock Group, LLC | 0.84% | Reduce -4.8% | 292,290 | $14.7M |
| Mosaic Family Wealth Partners, LLC | 2.39% | Add +3.8% | 289,819 | $14.5M |
| Motive Wealth Advisors | 8.79% | Add +96.2% | 289,466 | $14.5M |
| 5th Street Advisors, LLC | 8.22% | Reduce -6.4% | 289,085 | $14.5M |
| 1900 Wealth Management LLC | 1.32% | Reduce -10.3% | 288,499 | $14.5M |
| Cornerstone Wealth Advisors, Inc. | 4.45% | Reduce -0.9% | 288,370 | $14.5M |
| Wealthspire Retirement, LLC | 1.24% | Reduce -11.0% | 287,534 | $14.4M |
| HT Partners LLC | 5.20% | Add +16.9% | 286,326 | $14.4M |
| Abacus Planning Group, Inc. | 2.80% | Add +7.8% | 285,800 | $14.3M |
| Farther Finance Advisors, LLC | 0.87% | Add +53.4% | 285,457 | $14.3M |
| Portland Global Advisors LLC | 1.94% | Add +1.3% | 284,119 | $14.3M |
| SilverOak Wealth Management LLC | 3.53% | Add +4.7% | 283,621 | $14.2M |
| Annapolis Financial Services, LLC | 4.66% | Reduce -2.7% | 281,880 | $14.1M |
| Redwood Investment Management, LLC | 1.33% | Reduce -26.3% | 279,114 | $14.0M |
| CW Advisors, LLC | 0.24% | Reduce -1.3% | 275,862 | $13.8M |
| Independent Advisor Alliance | 0.50% | Reduce -49.9% | 275,219 | $13.8M |
| Monument Capital Management | 3.97% | Add +170.3% | 274,913 | $13.8M |
| Penney Financial, LLC | 10.11% | Add +3.0% | 272,844 | $13.7M |
| Plancorp, LLC | 0.59% | Add +15.8% | 272,521 | $13.7M |
| Capasso Planning Partners LLC | 5.61% | Add +4.4% | 269,990 | $13.5M |
| Cambridge Trust Co. | 0.51% | Reduce -8.9% | 269,513 | $13.5M |
| Horizons Wealth Management | 8.83% | No change | 281,266 | $13.5M |
| Applied Capital LLC | 7.98% | Reduce -26.6% | 268,139 | $13.5M |
| CVA Family Office, LLC | 2.40% | Add +0.1% | 267,932 | $13.4M |
| Bradley Foster & Sargent Inc. | 0.24% | Reduce -0.9% | 267,484 | $13.4M |
| Regal Investment Advisors LLC | 0.91% | Reduce -0.5% | 265,735 | $13.3M |
| Rodgers & Associates, LTD | 1.71% | Add +1.0% | 264,901 | $13.3M |
| Advisors Capital Management, LLC | 0.24% | Add +5.3% | 264,617 | $13.3M |
| Smith & Howard Wealth Management, LLC | 4.08% | Reduce -2.6% | 263,024 | $13.2M |
| Operose Advisors LLC | 4.46% | Add +10.6% | 262,875 | $13.2M |
| Halbert Hargrove Global Advisors, LLC | 0.87% | Reduce -5.2% | 262,696 | $13.2M |
| Wooster Corthell Wealth Management, Inc. | 3.01% | Reduce -1.7% | 262,147 | $13.2M |
| Nadler Financial Group, Inc. | 1.62% | Add +0.7% | 261,750 | $13.1M |
| PFG Private Wealth Management, LLC | 8.23% | Add +1.9% | 260,664 | $13.1M |
| Smith, Moore & Co. | 1.39% | Reduce -1.3% | 260,384 | $13.1M |
| One Degree Advisors Inc | 6.50% | Reduce -0.2% | 260,293 | $13.1M |
| Stratos Wealth Advisors, LLC | 0.77% | Add +6.3% | 259,872 | $13.0M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -6.3% | 258,886 | $13.0M |
| Cherry Tree Wealth Management, LLC | 3.25% | Add +8.5% | 257,870 | $12.9M |
| MBM Wealth Consultants, LLC | 4.48% | Add +1.0% | 254,168 | $12.8M |
| Marathon Mission, Inc. | 9.97% | Add +15.2% | 251,764 | $12.6M |
| Arcataur Capital Management LLC | 4.52% | Reduce -0.1% | 250,613 | $12.6M |
| Norris Perne & French LLP | 0.90% | Reduce -4.2% | 249,454 | $12.5M |
| GYL Financial Synergies, LLC | 0.98% | Add +94.2% | 249,129 | $12.5M |
| Geneos Wealth Management Inc. | 0.57% | Add +0.7% | 247,680 | $12.4M |
| Zuckerman Investment Group, LLC | 1.43% | Add +33.5% | 247,041 | $12.4M |
| OneDigital Investment Advisors LLC | 0.19% | Reduce -18.5% | 246,256 | $12.4M |
| CSM Advisors, LLC | 0.81% | Add +0.1% | 245,666 | $12.3M |
| ETF Store, Inc. | 7.03% | Add +7.4% | 245,559 | $12.3M |
| FMA Wealth Management, LLC | 10.20% | Add +2.0% | 245,384 | $12.3M |
| Summit Financial, LLC | 0.73% | Reduce -5.3% | 244,953 | $12.3M |
| Montis Financial, LLC | 5.83% | Reduce -1.8% | 244,613 | $12.3M |
| Towerpoint Wealth, LLC | 6.14% | Add +1.9% | 243,704 | $12.2M |
| Cambridge Capital Management, LLC | 9.51% | Add +2.9% | 242,147 | $12.1M |
| One Day In July LLC | 1.61% | Add +4.8% | 242,132 | $12.1M |
| Warner Financial, Inc. | 6.08% | Add +2.3% | 241,701 | $12.1M |
| Crestmont Private Wealth LLC | 6.01% | Reduce -6.5% | 241,530 | $12.1M |
| Gordian Advisors LLC | 11.14% | Add +20.1% | 241,257 | $12.1M |
| Moller Wealth Partners | 3.26% | Reduce -1.3% | 240,075 | $12.0M |
| Central Bank & Trust Co. | 1.71% | Add +27.9% | 239,232 | $12.0M |
| Staley Capital Advisers Inc. | 0.56% | Add +1.3% | 238,255 | $12.0M |
| White Wing Wealth Management | 9.91% | Reduce -12.1% | 238,853 | $11.9M |
| Bailard, Inc. | 0.33% | Add +1.8% | 237,251 | $11.9M |
| AllSquare Wealth Management LLC | 6.91% | Reduce -0.9% | 235,156 | $11.8M |
| Martel Wealth Advisors LLC | 2.56% | Reduce -4.0% | 234,893 | $11.8M |
| Seven Post Investment Office LP | 2.88% | Add +2.8% | 234,793 | $11.8M |
| Kearns & Associates LLC | 9.11% | Add +10.4% | 234,417 | $11.8M |
| Bristlecone Advisors, LLC | 1.03% | Add +212.0% | 233,050 | $11.7M |
| Epacria Capital Partners, LLC | 8.53% | No change | 233,000 | $11.7M |
| RFG Advisory, LLC | 0.40% | Reduce -9.3% | 232,833 | $11.7M |
| CoreCap Advisors, LLC | 0.62% | Add +2.2% | 232,806 | $11.7M |
| Harbour Investments, Inc. | 0.41% | Add +7.4% | 232,772 | $11.7M |
| Abbrea Capital, LLC | 1.53% | Add +14.4% | 232,153 | $11.6M |
| Integrity Wealth Solutions LLC | 7.52% | Add +2.8% | 229,576 | $11.5M |
| AdvisorNet Financial, Inc | 1.10% | Reduce -17.0% | 227,834 | $11.4M |
| Ade, LLC | 7.61% | Add +3.7% | 226,528 | $11.4M |
| Agilis Partners LLC | 2.89% | Reduce -0.9% | 225,418 | $11.3M |
| Values Added Financial LLC | 8.74% | Reduce -9.2% | 223,298 | $11.2M |
| Concurrent Investment Advisors, LLC | 0.46% | Add +8.4% | 223,204 | $11.2M |
| Gould Capital, LLC | 7.88% | Add +5.2% | 222,798 | $11.2M |
| QRG Capital Management, Inc. | 0.14% | Add +4.3% | 222,192 | $11.1M |
| Ebor Charitable Trust | 24.12% | Reduce -12.3% | 222,036 | $11.1M |
| Waterloo Capital, L.P. | 1.41% | Add +12.2% | 220,584 | $11.1M |
| Advisor OS, LLC | 1.27% | Add +4.8% | 220,564 | $11.1M |
| Wealth Alliance Advisory Group, LLC | 2.56% | Add +4.3% | 220,025 | $11.0M |
| Great Valley Advisor Group, Inc. | 0.33% | Reduce -6.9% | 218,825 | $11.0M |
| Prosperity Consulting Group, LLC | 1.37% | Add +150.6% | 218,097 | $10.9M |
| Financial Insights, Inc. | 3.12% | Reduce -21.1% | 216,360 | $10.9M |
| Ashton Thomas Private Wealth, LLC | 0.62% | Reduce -4.1% | 216,047 | $10.8M |
| Arete Wealth Advisors, LLC | 1.00% | Add +9.5% | 215,636 | $10.8M |
| Hiley Hunt Wealth Management | 7.08% | Add +3.0% | 215,456 | $10.8M |
| Chesley Taft & Associates LLC | 0.55% | Add +1.5% | 215,244 | $10.8M |
| Hillcrest Wealth Advisors - NY, LLC | 5.81% | Add +1.3% | 213,560 | $10.7M |
| Sterling Wealth Management, Inc. | 5.33% | Add +6.3% | 213,546 | $10.7M |
| Cape Cod Five Cents Savings Bank | 1.02% | Reduce -1.3% | 211,357 | $10.6M |
| NewEdge Wealth, LLC | 0.24% | Reduce -0.5% | 213,305 | $10.5M |
| Fairway Wealth LLC | 7.09% | Add +5.9% | 208,319 | $10.5M |
| IFG Advisors, LLC | 2.70% | Add +0.2% | 207,634 | $10.4M |
| Integrated Investment Consultants, LLC | 2.86% | Add +2.0% | 207,157 | $10.4M |
| Lodestar Private Asset Management LLC | 1.47% | Add +5.3% | 205,917 | $10.3M |
| Auour Investments LLC | 3.81% | Reduce -1.5% | 205,821 | $10.3M |
| Aerodigm Wealth, LLC | 4.14% | Reduce -51.9% | 204,061 | $10.2M |
| Tenon Financial LLC | 8.64% | — | 203,966 | $10.2M |
| Kitching Partners, LLC | 19.40% | Add +1.4% | 203,698 | $10.2M |
| Gill Capital Partners, LLC | 4.12% | Add +17.1% | 210,460 | $10.2M |
| Safeguard Financial, LLC | 3.32% | Reduce -4.9% | 202,816 | $10.2M |
| Petredis Investment Advisors LLC | 1.22% | Add +14.8% | 202,212 | $10.1M |
| Snowden Capital Advisors LLC | 0.32% | Reduce -4.4% | 202,171 | $10.1M |
| Fca Corp. | 3.27% | Add +1.1% | 201,487 | $10.1M |
| Evercore Wealth Management, LLC | 0.16% | Reduce -1.0% | 200,061 | $10.0M |
| Employees Retirement System of Texas | 0.11% | No change | 200,000 | $10.0M |
| Waypoint Capital Advisors, LLC | 2.62% | Add +51.4% | 199,763 | $10.0M |
| FF Advisors,LLC | 6.86% | Add +9.7% | 197,911 | $9.9M |
| Vident Advisory, LLC | 0.21% | Add +4.1% | 197,066 | $9.9M |
| Precedent Wealth Partners, LLC | 4.24% | Reduce -7.3% | 196,815 | $9.9M |
| Omnia Family Wealth, LLC | 4.60% | Add +12.6% | 195,594 | $9.8M |
| Ascent Group, LLC | 0.86% | Reduce -0.3% | 194,722 | $9.8M |
| Monument Group Wealth Advisors, LLC | 7.22% | Reduce -2.8% | 194,310 | $9.7M |
| PFG Investments, LLC | 0.59% | Add +288.5% | 194,146 | $9.7M |
| Planned Solutions, Inc. | 4.78% | Add +1.9% | 194,040 | $9.7M |
| Nisa Investment Advisors, LLC | 0.06% | No change | 193,400 | $9.7M |
| Advisory Services Network, LLC | 0.21% | Reduce -5.0% | 193,160 | $9.7M |
| Rockbridge Investment Management, LCC | 1.41% | Reduce -2.0% | 192,326 | $9.6M |
| Interactive Financial Advisors, Inc. | 5.33% | Add +4937.6% | 192,186 | $9.6M |
| Forefront Analytics, LLC | 4.66% | Add +0.6% | 191,416 | $9.6M |
| Unconventional Investor, LLC | 6.86% | Add +0.7% | 189,720 | $9.5M |
| Global Strategic Investment Solutions, LLC | 1.11% | Add +0.2% | 189,381 | $9.5M |
| Marshall Financial Group Inc. | 3.13% | Reduce -0.0% | 189,015 | $9.5M |
| Eagle Bay Advisors LLC | 5.97% | Reduce -10.5% | 188,739 | $9.5M |
| First National Bank of Omaha | 0.64% | Reduce -9.1% | 185,095 | $9.4M |
| Elevated Capital Advisors, LLC | 2.69% | Add +5.4% | 186,876 | $9.4M |
| DHK Financial Advisors, Inc. | 6.63% | Reduce -0.4% | 186,584 | $9.4M |
| Birchbrook, Inc. | 5.57% | Add +0.5% | 186,568 | $9.4M |
| HB Wealth Management, LLC | 0.12% | Add +0.6% | 185,516 | $9.3M |
| Cedar Brook Financial Partners, LLC | 1.84% | Add +15.1% | 185,483 | $9.3M |
| Objectivity Squared, LLC | 8.17% | Add +7.0% | 189,081 | $9.3M |
| Tarbox Family Office, Inc. | 1.63% | Reduce -1.0% | 185,200 | $9.3M |
| Opus Capital Group, LLC | 1.35% | Reduce -0.2% | 184,778 | $9.3M |
| BKM Wealth Management, LLC | 3.97% | Reduce -41.1% | 184,114 | $9.2M |
| Southland Equity Partners LLC | 2.59% | Add +4.2% | 184,037 | $9.2M |
| Forbes Financial Planning, Inc. | 7.90% | Add +0.7% | 182,993 | $9.2M |
| Parsons Capital Management Inc. | 0.63% | Add +2.0% | 182,659 | $9.2M |
| Discipline Wealth Solutions, LLC | 8.46% | Add +10.6% | 182,731 | $9.1M |
| First Manhattan Co. Llc. | 0.03% | Reduce -1.9% | 181,166 | $9.1M |
| Waller Financial Planning Group, Inc. | 2.41% | Reduce -16.5% | 180,538 | $9.1M |
| Mittelman Wealth Management | 6.01% | — | 176,942 | $8.9M |
| RiverGlades Family Offices LLC | 7.04% | Reduce -2.6% | 175,665 | $8.8M |
| Nwam LLC | 0.71% | Reduce -0.9% | 175,820 | $8.8M |
| Fifth Third Securities, Inc. | 0.85% | Reduce -2.3% | 175,300 | $8.8M |
| Integrated Advisors Network LLC | 0.45% | Reduce -1.3% | 175,006 | $8.8M |
| First Bancorp, Inc | 6.60% | Reduce -3.2% | 173,724 | $8.7M |
| FSB Premier Wealth Management, Inc. | 4.04% | Add +2.5% | 173,120 | $8.7M |
| Focus Financial Network, Inc. | 0.42% | — | 180,952 | $8.7M |
| Von Berge Wealth Management Group, LLC | 5.56% | Add +26.6% | 172,143 | $8.6M |
| Manchester Capital Management LLC | 1.06% | Add +23.9% | 172,138 | $8.6M |
| Kraft, Davis & Associates, LLC | 2.59% | Reduce -4.5% | 170,475 | $8.6M |
| Citadel Advisors | 0.01% | Add +100.5% | 171,005 | $8.6M |
| Prudent Man Advisors, LLC | 3.20% | Reduce -0.0% | 164,412 | $8.5M |
| WESCAP Management Group, Inc. | 2.47% | Add +32.0% | 169,886 | $8.5M |
| Hilltop Wealth Advisors, LLC | 4.36% | Reduce -2.0% | 169,884 | $8.5M |
| Rareview Capital LLC | 8.37% | Add +24.8% | 169,632 | $8.5M |
| Oppenheimer & Co. Inc. | 0.14% | Add +2.4% | 169,306 | $8.5M |
| IFP Advisors, Inc | 0.37% | Add +3.1% | 168,757 | $8.5M |
| Investment Partners, LTD. | 3.84% | Add +2.3% | 168,676 | $8.5M |
| Boston Financial Mangement LLC | 0.27% | Reduce -1.6% | 168,611 | $8.5M |
| Mackenzie Financial Corp. | 0.01% | Add +2.0% | 168,534 | $8.5M |
| DBK Financial Counsel, LLC | 8.86% | Add +0.2% | 168,388 | $8.4M |
| 1834 Investment Advisors Co. | 1.00% | Add +26.8% | 167,368 | $8.4M |
| PFW Advisors LLC | 2.57% | Reduce -4.0% | 167,336 | $8.4M |
| Dynasty Wealth Management, LLC | 0.27% | — | 166,853 | $8.4M |
| Jmac Enterprises LLC | 1.55% | Add +22.4% | 165,910 | $8.3M |
| Gould Asset Management LLC | 2.01% | Add +5.7% | 165,506 | $8.3M |
| Etesian Wealth Advisors, Inc. | 4.76% | Reduce -0.6% | 165,483 | $8.3M |
| Roth Financial Partners LLC | 3.68% | Add +5.0% | 165,358 | $8.3M |
| Highview Capital Management LLC | 3.71% | Add +58.7% | 164,564 | $8.3M |
| Ancora Advisors LLC | 0.19% | Add +1.8% | 164,548 | $8.3M |
| Camden National Bank | 1.45% | Reduce -7.9% | 164,227 | $8.2M |
| Schneider Downs Wealth Management Advisors, LP | 1.90% | Reduce -2.2% | 164,192 | $8.2M |
| Exencial Wealth Advisors, LLC | 0.31% | Reduce -12.6% | 163,693 | $8.2M |
| Tortoise Investment Management, LLC | 0.99% | Add +0.6% | 162,990 | $8.2M |
| Creative Financial Designs Inc. | 0.77% | Add +1.8% | 162,567 | $8.2M |
| Paulson Wealth Management Inc. | 2.39% | Add +9.3% | 162,222 | $8.1M |
| Windsor Capital Management, LLC | 2.52% | Reduce -0.6% | 162,210 | $8.1M |
| First Citizens Bank & Trust Co. | 0.16% | Reduce -7.1% | 162,084 | $8.1M |
| Rosenberg Matthew Hamilton | 2.34% | Add +1.2% | 162,021 | $8.1M |
| Private Trust Co. NA | 0.87% | Reduce -3.9% | 160,794 | $8.1M |
| Cwm, LLC | 0.04% | Add +5.3% | 160,366 | $8.0M |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 10.62% | No change | 160,036 | $8.0M |
| Sunesis Advisors, LLC | 4.69% | Add +7.4% | 159,584 | $8.0M |
| American Investment Services, Inc. | 1.42% | Reduce -0.4% | 159,446 | $8.0M |
| Pitcairn Co. | 0.51% | Add +178.4% | 158,375 | $7.9M |
| Plum Street Advisors, LLC | 4.00% | Add +9.7% | 149,488 | $7.9M |
| Frank, Rimerman Advisors LLC | 1.51% | Reduce -5.3% | 156,038 | $7.8M |
| Ariel Investments | 0.08% | Reduce -52.6% | 155,739 | $7.8M |
| AE Wealth Management LLC | 0.09% | Reduce -84.2% | 155,339 | $7.8M |
| Northeast Investment Management | 0.38% | Reduce -4.7% | 155,116 | $7.8M |
| First Heartland Consultants, Inc. | 0.81% | Add +1.3% | 154,809 | $7.8M |
| Security Financial Services, INC. | 1.75% | Add +3.7% | 154,679 | $7.8M |
| Mycio Wealth Partners, LLC | 1.95% | Add +0.8% | 154,581 | $7.8M |
| Private Capital Management LLC | 1.70% | Reduce -0.5% | 153,761 | $7.7M |
| Sigma Planning Corp | 0.24% | Add +152.9% | 152,653 | $7.7M |
| Hobart Private Capital, LLC | 2.33% | Add +7.6% | 152,206 | $7.6M |
| Silvercrest Asset Management Group LLC | 0.05% | Reduce -0.2% | 151,712 | $7.6M |
| Trust Co. of Vermont | 0.42% | Add +5.9% | 151,512 | $7.6M |
| Eight 31 Financial, LLC | 4.76% | Reduce -20.7% | 150,854 | $7.6M |
| Stonehearth Capital Management, LLC | 3.42% | Add +0.9% | 150,522 | $7.6M |
| Sandy Cove Advisors, LLC | 3.48% | Reduce -19.6% | 150,422 | $7.5M |
| Coastline Trust Co | 0.91% | Add +7.3% | 150,265 | $7.5M |
| Petix & Botte Co | 1.87% | Add +774.8% | 149,919 | $7.5M |
| Obermeyer Wealth Partners | 0.44% | Add +1.9% | 149,452 | $7.5M |
| Clearstead Advisors, LLC | 0.37% | Add +3.3% | 148,494 | $7.5M |
| Seldon Capital LP | 4.53% | No change | 149,017 | $7.5M |
| Roberts Wealth Advisors, LLC | 2.78% | Add +0.7% | 153,834 | $7.4M |
| Hohimer Wealth Management, LLC | 1.74% | Add +18.2% | 148,140 | $7.4M |
| MSH Capital Advisors LLC | 2.60% | Reduce -6.1% | 147,364 | $7.4M |
| Consolidated Portfolio Review Corp | 1.93% | Reduce -5.2% | 146,909 | $7.4M |
| Conservest Capital Advisors, Inc. | 0.75% | Reduce -5.5% | 146,596 | $7.4M |
| Cadence Bank | 0.53% | Add +31.7% | 146,414 | $7.3M |
| Stratos Investment Management, LLC | 0.71% | Reduce -0.4% | 145,249 | $7.3M |
| Mgo One Seven LLC | 0.38% | Add +10.1% | 144,252 | $7.2M |
| Vise Technologies, Inc. | 1.42% | Add +10.1% | 143,851 | $7.2M |
| Aspiriant, LLC | 0.30% | Reduce -0.7% | 143,522 | $7.2M |
| Trust Co of the South | 1.66% | Add +18.4% | 143,406 | $7.2M |
| Waldron Private Wealth LLC | 0.32% | Add +6.6% | 143,382 | $7.2M |
| Starfox Financial Services, LLC | 6.09% | Add +11.7% | 148,611 | $7.2M |
| Common Fund for Nonprofit Organizations | 1.22% | Reduce -0.5% | 161,035 | $7.2M |
| Ausdal Financial Partners, Inc. | 0.83% | Add +1.3% | 142,688 | $7.2M |
| New Hampshire Trust | 1.67% | Reduce -3.1% | 142,082 | $7.1M |
| Topel & Distasi Wealth Management, LLC | 3.14% | Reduce -4.4% | 141,609 | $7.1M |
| Up Strategic Wealth Investment Advisors LLC | 11.57% | Add +1.4% | 140,929 | $7.1M |
| Crescent Grove Advisors, LLC | 0.73% | Add +0.9% | 140,285 | $7.0M |
| Matrix Asset Advisors Inc. | 0.84% | Add +14.9% | 140,280 | $7.0M |
| Regis Acquisition Inc. | 4.26% | Add +24.7% | 139,431 | $7.0M |
| Goldstone Financial Group, LLC | 1.60% | Add +5.7% | 139,384 | $7.0M |
| Lansing Street Advisors | 3.13% | Add +11.1% | 138,639 | $7.0M |
| Northland Capital Management LLC | 4.86% | Add +1.0% | 138,498 | $6.9M |
| Campion Asset Management | 5.35% | Add +0.4% | 137,866 | $6.9M |
| Nations Financial Group Inc, /Ia/ | 0.57% | Reduce -0.2% | 136,078 | $6.8M |
| Strategic Financial Concepts, LLC | 1.64% | New | 136,077 | $6.8M |
| Pillar Wealth Advisors, LLC | 5.15% | Add +1.0% | 136,046 | $6.8M |
| Stewardship Advisors, LLC | 2.33% | Add +2894.1% | 135,840 | $6.8M |
| MJP Associates Inc. | 1.48% | Add +4.7% | 135,310 | $6.8M |
| Meeder Asset Management Inc. | 0.43% | Add +3.2% | 134,767 | $6.8M |
| Twin Focus Capital Partners, LLC | 1.29% | Add +11.6% | 134,674 | $6.8M |
| Private Ocean, LLC | 0.72% | Reduce -19.2% | 134,645 | $6.8M |
| AlTi Global, Inc. | 0.19% | Add +40.5% | 134,489 | $6.7M |
| Perella Weinberg Partners Capital Management LP | 0.68% | No change | 133,940 | $6.7M |
| Bessemer Group Inc. | 0.01% | Add +7.3% | 133,642 | $6.7M |
| Axxcess Wealth Management, LLC | 0.19% | Add +7.5% | 133,638 | $6.7M |
| Beacon Financial Strategies CORP | 4.81% | Add +1.3% | 133,052 | $6.7M |
| RS Crum Inc. | 1.81% | Reduce -1.1% | 132,640 | $6.7M |
| SVB Wealth LLC | 0.15% | Reduce -0.7% | 132,639 | $6.7M |
| Algorithmic Investment Models, LLC | 4.87% | Reduce -2.1% | 131,964 | $6.6M |
| Traction Financial Partners, LLC | 5.12% | Reduce -75.4% | 130,277 | $6.6M |
| Headinvest, LLC | 1.28% | Add +0.3% | 130,720 | $6.6M |
| Avestar Capital, LLC | 0.75% | New | 130,583 | $6.6M |
| Fiducient Advisors LLC | 1.29% | Reduce -11.9% | 130,166 | $6.5M |
| Fonville Wealth Management LLC | 2.89% | Add +13.6% | 130,125 | $6.5M |
| Berkshire Asset Management LLC | 0.35% | Add +2.8% | 130,070 | $6.5M |
| Opes Wealth Management LLC | 1.51% | Reduce -2.0% | 130,032 | $6.5M |
| AlphaStar Capital Management, LLC | 0.67% | Reduce -3.7% | 129,603 | $6.5M |
| Millennium Management | 0.01% | Add +20.3% | 129,141 | $6.5M |
| Arcus Capital Partners, LLC | 2.02% | Add +0.5% | 127,022 | $6.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.19% | Add +2.3% | 126,286 | $6.3M |
| Brighton Jones LLC | 0.23% | Add +1.5% | 124,792 | $6.3M |
| Brandywine Trust Co. | 1.06% | Add +21.3% | 124,672 | $6.3M |
| Procyon Advisors, LLC | 0.48% | Add +54.8% | 124,437 | $6.2M |
| Battery Global Advisors, LLC | 5.06% | Reduce -39.2% | 124,415 | $6.2M |
| Tilson Financial Group, Inc. | 3.35% | Add +8.8% | 124,136 | $6.2M |
| Sebold Capital Management, Inc. | 4.20% | Add +3.8% | 123,953 | $6.2M |
| PAX Financial Group, LLC | 1.24% | Reduce -12.3% | 123,562 | $6.2M |
| Prio Wealth Limited Partnership | 0.18% | Reduce -1.9% | 123,454 | $6.2M |
| Eagle Strategies LLC | 1.37% | Add +2830.2% | 123,330 | $6.2M |
| Eudaimonia Partners, LLC | 1.47% | Add +9.7% | 122,952 | $6.2M |
| McNamara Financial Services, Inc. | 1.32% | Add +3.1% | 122,828 | $6.2M |
| Joule Financial, LLC | 2.53% | Add +3.8% | 122,667 | $6.2M |
| CWA Asset Management Group, LLC | 0.37% | Reduce -1.1% | 122,644 | $6.2M |
| Elmwood Wealth Management, Inc. | 2.63% | Add +144.8% | 122,459 | $6.1M |
| Smartleaf Asset Management LLC | 1.18% | Reduce -2.6% | 121,687 | $6.1M |
| Steel Grove Capital Advisors, LLC | 0.81% | Reduce -3.8% | 121,448 | $6.1M |
| Asset Allocation & Management Company, LLC | 3.99% | Reduce -3.5% | 121,376 | $6.1M |
| Black Diamond Financial, LLC | 1.65% | No change | 127,092 | $6.1M |
| Becker Capital Management Inc. | 0.21% | Reduce -3.3% | 121,142 | $6.1M |
| Curi Capital, LLC | 0.14% | Add +4.5% | 120,512 | $6.0M |
| Fortis Advisors, LLC | 4.04% | Add +4.2% | 120,296 | $6.0M |
| Aveo Capital Partners, LLC | 0.66% | Add +5.1% | 121,447 | $6.0M |
| CGN Advisors LLC | 0.76% | Reduce -3.6% | 119,855 | $6.0M |
| Avidian Wealth Enterprises, LLC | 0.32% | Reduce -6.2% | 119,677 | $6.0M |
| O'shaughnessy Asset Management, LLC | 0.07% | Add +24.0% | 118,639 | $6.0M |
| McNaughton Wealth Management, LLC | 3.30% | Add +3.3% | 118,518 | $5.9M |
| Lanark Financial, Inc. | 0.56% | Add +3.5% | 117,930 | $5.9M |
| Roundview Capital LLC | 0.48% | Reduce -2.9% | 117,298 | $5.9M |
| Associated Banc-Corp | 0.19% | Add +0.1% | 117,118 | $5.9M |
| Broadview Financial Management, LLC | 4.27% | Reduce -3.2% | 116,742 | $5.9M |
| Nicolet Bankshares Inc. | 1.21% | Add +0.6% | 116,706 | $5.9M |
| Principal Financial Group Inc. | 0.00% | Add +249.1% | 115,743 | $5.8M |
| Moody National Bank Trust Division | 0.46% | Reduce -0.4% | 115,505 | $5.8M |
| Checchi Capital Advisers, LLC | 0.45% | Reduce -0.8% | 115,189 | $5.8M |
| Verum Partners LLC | 2.05% | Add +7.7% | 114,876 | $5.8M |
| McAdam, LLC | 0.37% | Reduce -5.8% | 114,271 | $5.7M |
| Private Portfolio Partners LLC | 1.19% | Reduce -0.9% | 113,967 | $5.7M |
| First PREMIER Bank | 1.51% | Add +4.3% | 113,936 | $5.7M |
| Systelligence, LLC | 1.49% | No change | 113,300 | $5.7M |
| Sachem Hill LLC | 1.33% | Reduce -6.5% | 112,968 | $5.7M |
| Corrigan Financial, Inc. | 1.44% | Add +13.5% | 112,747 | $5.7M |
| Fairman Group, LLC | 5.33% | Add +6.3% | 112,404 | $5.6M |
| Cary Street Partners Investment Advisory LLC | 0.24% | Add +10.7% | 130,233 | $5.6M |
| Bray Capital Advisors | 1.42% | Reduce -0.9% | 111,706 | $5.6M |
| SWP Financial LLC | 3.91% | Add +4.3% | 111,945 | $5.6M |
| Encompass Wealth Advisors, LLC | 1.49% | Reduce -4.4% | 111,213 | $5.6M |
| Stock Yards Bank & Trust Co. | 0.18% | Add +0.6% | 110,959 | $5.6M |
| Flputnam Investment Management Co. | 0.12% | Reduce -5.5% | 110,636 | $5.6M |
| Sound Stewardship, LLC | 3.35% | Add +8.2% | 110,099 | $5.5M |
| Angeles Investment Advisors, LLC | 0.29% | Add +13.4% | 109,755 | $5.5M |
| RHS Financial, LLC | 3.20% | Add +12.5% | 109,523 | $5.5M |
| Liberty Capital Management, Inc. | 1.35% | Reduce -7.9% | 109,413 | $5.5M |
| Leeward Financial Partners, LLC | 2.32% | Add +6.0% | 109,213 | $5.5M |
| Ieq Capital, LLC | 0.08% | Add +5.7% | 109,207 | $5.5M |
| DDFG, Inc | 1.72% | Reduce -0.6% | 107,975 | $5.4M |
| Taylor Hoffman Wealth Management | 2.29% | Add +2.2% | 107,308 | $5.4M |
| Bank of New Hampshire | 1.41% | Reduce -1.5% | 106,897 | $5.4M |
| Brandywine Oak Private Wealth LLC | 0.56% | Add +2.9% | 106,832 | $5.4M |
| Nuveen Asset Management, LLC | 0.00% | Add +0.0% | 106,811 | $5.4M |
| Zhang Financial LLC | 0.40% | Add +8.5% | 106,789 | $5.4M |
| Clarity Capital Advisors, LLC | 4.26% | Add +10.6% | 106,307 | $5.3M |
| Sentinel Trust Co. Lba | 0.69% | Reduce -0.2% | 105,703 | $5.3M |
| Mayflower Financial Advisors, LLC | 0.89% | Reduce -1.8% | 105,589 | $5.3M |
| Asset Allocation Strategies LLC | 1.87% | Add +8.2% | 105,487 | $5.3M |
| Carolinas Wealth Consulting LLC | 1.04% | Add +18.0% | 105,429 | $5.3M |
| Soundmark Wealth Management, LLC | 2.34% | Reduce -9.0% | 105,131 | $5.3M |
| Meridian Wealth Advisors, LLC | 0.99% | Add +5.7% | 105,106 | $5.3M |
| Main Street Financial Solutions, LLC | 0.56% | Add +100.0% | 104,818 | $5.3M |
| Farrell Financial LLC | 4.29% | Add +5.6% | 104,397 | $5.2M |
| Okabena Investment Services Inc. | 1.73% | New | 103,723 | $5.2M |
| Quattro Financial Advisors LLC | 1.47% | Add +214789.6% | 103,147 | $5.2M |
| Archvest Wealth Advisors, Inc. | 3.66% | Add +3.6% | 103,556 | $5.2M |
| Smithbridge Asset Management Inc. | 1.07% | Reduce -0.9% | 103,121 | $5.2M |
| Eclectic Associates Inc. | 2.35% | Reduce -0.4% | 102,655 | $5.2M |
| Arq Wealth Advisors, LLC | 2.22% | Reduce -0.8% | 101,867 | $5.1M |
| Walkner Condon Financial Advisors LLC | 1.08% | Add +2.4% | 101,535 | $5.1M |
| FSA Advisors, Inc. | 5.43% | Reduce -2.5% | 101,089 | $5.1M |
| Resolute Advisors LLC | 0.93% | Add +3.1% | 100,722 | $5.1M |
| Rehmann Capital Advisory Group | 0.38% | Reduce -5.1% | 100,644 | $5.0M |
| Diversify Advisory Services, LLC | 0.30% | — | 100,447 | $5.0M |
| Ategra Capital Management, LLC | 2.30% | Reduce -3.7% | 99,920 | $5.0M |
| First Financial Corp. | 2.53% | Add +14.1% | 99,209 | $5.0M |
| Dorsey & Whitney Trust CO LLC | 0.34% | Reduce -11.0% | 98,919 | $5.0M |
| Bluestem Financial Advisors, LLC | 2.56% | Add +2.3% | 98,567 | $4.9M |
| SouthState Bank Corp | 0.38% | Reduce -0.1% | 98,140 | $4.9M |
| HM Payson & Co. | 0.09% | Reduce -10.9% | 97,660 | $4.9M |
| Deutsche Bank AG | 0.00% | Add +9.9% | 97,614 | $4.9M |
| Single Point Partners, LLC | 1.14% | Reduce -0.6% | 97,469 | $4.9M |
| Two Sigma Securities, LLC | 0.24% | New | 97,114 | $4.9M |
| Smithfield Trust Co | 0.26% | Reduce -0.4% | 97,117 | $4.9M |
| Prime Capital Investment Advisors, LLC | 0.07% | Add +19.6% | 96,596 | $4.8M |
| Certified Advisory Corp | 0.68% | Reduce -1.6% | 96,375 | $4.8M |
| JT Stratford LLC | 0.96% | Add +5.8% | 96,171 | $4.8M |
| St Germain D J Co. Inc. | 0.23% | Add +0.6% | 95,855 | $4.8M |
| FFT Wealth Management LLC | 0.41% | Reduce -73.7% | 95,740 | $4.8M |
| Berger Financial Group, Inc | 0.39% | Reduce -13.9% | 95,102 | $4.8M |
| Kentucky Farm Bureau Mutual Insurance Co | 1.13% | No change | 95,000 | $4.8M |
| BSW Wealth Partners | 0.80% | Add +10.7% | 94,414 | $4.7M |
| LifeGuide Financial Advisors, LLC | 2.39% | Add +11.2% | 94,407 | $4.7M |
| Wedbush Securities Inc. | 0.18% | Add +94.9% | 94,004 | $4.7M |
| BluePointe Capital Management, LLC | 3.22% | Add +4.1% | 93,359 | $4.7M |
| Cypress Wealth Services, LLC | 1.09% | Reduce -1.5% | 93,329 | $4.7M |
| Tradition Wealth Management, LLC | 0.47% | Add +0.6% | 93,069 | $4.7M |
| Gradient Capital Advisors, LLC | 1.71% | Reduce -1.6% | 92,976 | $4.7M |
| First National Corp. /Ma/ | 1.15% | No change | 97,371 | $4.7M |
| EPIQ Capital Group, LLC | 1.86% | Reduce -5.8% | 92,962 | $4.7M |
| Chicago Partners Investment Group LLC | 0.20% | Add +14.2% | 95,375 | $4.7M |
| Emprise Bank | 3.13% | — | 92,788 | $4.7M |
| Rinkey Investments | 1.69% | Reduce -0.7% | 92,419 | $4.6M |
| Motley Fool Wealth Management, LLC | 0.24% | Add +9.1% | 92,087 | $4.6M |
| Stillwater Capital Advisors, LLC | 0.68% | Reduce -2.3% | 91,474 | $4.6M |
| Shepherd Financial Partners LLC | 0.60% | Add +1.1% | 90,918 | $4.6M |
| Koshinski Asset Management, Inc. | 0.47% | Add +625.0% | 90,720 | $4.6M |
| Fort Sheridan Advisors LLC | 0.86% | Add +1.8% | 90,486 | $4.5M |
| Summit Financial Strategies, Inc. | 0.63% | Reduce -0.7% | 90,352 | $4.5M |
| Rockingstone Advisors LLC | 2.34% | Add +0.6% | 90,271 | $4.5M |
| Nabity-Jensen Investment Management Inc | 3.73% | Add +0.5% | 90,265 | $4.5M |
| Texas Capital Bancshares Inc | 2.05% | Reduce -3.2% | 90,157 | $4.5M |
| Graves Light Lenhart Wealth, Inc. | 0.52% | Add +8.6% | 89,892 | $4.5M |
| Rothschild Wealth LLC | 1.58% | — | 89,705 | $4.5M |
| Narus Financial Partners, LLC | 1.92% | Add +6.8% | 89,670 | $4.5M |
| Silver Coast Investments LLC | 1.83% | Reduce -2.8% | 89,124 | $4.5M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.74% | Reduce -1.6% | 89,087 | $4.5M |
| Mitchell McLeod Pugh & Williams Inc. | 1.07% | Add +7.3% | 89,067 | $4.5M |
| Alley Investment Management Company, LLC | 0.61% | Reduce -0.3% | 89,001 | $4.5M |
| FC Advisory LLC | 1.64% | Add +3.8% | 88,981 | $4.5M |
| IHT Wealth Management, LLC | 0.18% | Reduce -32.4% | 88,846 | $4.5M |
| NorthStar Asset Management LLC | 3.37% | Add +3.1% | 88,592 | $4.4M |
| Condor Capital Management | 0.43% | Reduce -2.6% | 88,188 | $4.4M |
| Centennial Bank | 2.26% | Reduce -4.7% | 87,874 | $4.4M |
| Connectus Wealth, LLC | 0.12% | Reduce -0.6% | 86,490 | $4.3M |
| Naples Global Advisors, LLC | 0.44% | Add +20.1% | 86,297 | $4.3M |
| Blue Investment Partners LLC | 2.25% | Add +1.6% | 86,228 | $4.3M |
| Signal Advisors Wealth, LLC | 1.07% | Add +29.3% | 86,045 | $4.3M |
| Fulton Breakefield Broenniman LLC | 0.33% | Add +6.8% | 86,039 | $4.3M |
| Northwest Wealth Management, LLC | 1.18% | Add +0.6% | 85,821 | $4.3M |
| World Equity Group, Inc. | 0.88% | Reduce -11.8% | 85,678 | $4.3M |
| Baker Boyer National Bank | 1.47% | Add +40.4% | 85,269 | $4.3M |
| Mather Group, Llc. | 0.07% | Add +3.7% | 88,952 | $4.3M |
| Tamar Securities, LLC | 0.72% | Add +60.4% | 84,885 | $4.3M |
| Grey Ledge Advisors, LLC | 1.19% | Add +5.8% | 84,299 | $4.2M |
| Haverford Trust Co | 0.04% | Reduce -0.9% | 83,641 | $4.2M |
| Csenge Advisory Group | 0.23% | Add +10.7% | 83,583 | $4.2M |
| GenTrust, LLC | 0.26% | Reduce -7.6% | 83,558 | $4.2M |
| Life Planning Partners, Inc | 4.16% | Add +5.6% | 83,297 | $4.2M |
| Sabal Trust CO | 0.24% | Add +115.3% | 82,495 | $4.1M |
| Cutler Investment Counsel LLC | 0.55% | Add +10.6% | 82,213 | $4.1M |
| Wescott Financial Advisory Group, LLC | 0.51% | Add +10.0% | 81,799 | $4.1M |
| Breed's Hill Capital LLC | 3.76% | No change | 81,414 | $4.1M |
| Trek Financial, LLC | 0.32% | Add +0.8% | 81,343 | $4.1M |
| Phoenix Wealth Advisors | 2.48% | Add +21.1% | 81,154 | $4.1M |
| Sequoia Financial Advisors, LLC | 0.05% | Reduce -38.0% | 80,494 | $4.0M |
| Parthenon LLC | 0.51% | Add +15.5% | 80,456 | $4.0M |
| C M Bidwell & Associates Ltd. | 2.74% | Add +2.0% | 80,361 | $4.0M |
| All Season Financial Advisors, Inc. | 3.33% | Add +7.9% | 80,222 | $4.0M |
| Foundations Investment Advisors, LLC | 0.11% | Reduce -1.1% | 80,166 | $4.0M |
| MBB Public Markets I LLC | 0.26% | Reduce -52.2% | 80,000 | $4.0M |
| Elite Life Management LLC | 19.50% | Add +7.9% | 79,394 | $4.0M |
| Stone Summit Wealth LLC | 1.38% | Add +16.9% | 79,033 | $4.0M |
| Compass Financial Group, Inc. | 2.11% | Reduce 0.0% | 78,903 | $4.0M |
| Penserra Capital Management LLC | 0.05% | New | 78,828 | $4.0M |
| Opinicus Capital, Inc. | 3.50% | Add +0.8% | 78,667 | $3.9M |
| Weinberger Asset Management, Inc | 1.90% | Reduce -1.6% | 78,480 | $3.9M |
| Capital Analysts, LLC | 0.18% | Add +4.8% | 78,175 | $3.9M |
| Americana Partners, LLC | 0.33% | Add +10.8% | 78,141 | $3.9M |
| Nottingham Advisors, Inc. | 0.48% | Reduce -0.5% | 77,595 | $3.9M |
| New Republic Capital, LLC | 2.44% | Add +2.3% | 76,474 | $3.8M |
| Carr Financial Group Corp | 1.28% | Reduce -67.1% | 76,455 | $3.8M |
| BOS Asset Management, LLC | 2.01% | Reduce -0.3% | 76,423 | $3.8M |
| Sensible Financial Planning & Management, LLC. | 0.84% | Reduce -0.6% | 76,086 | $3.8M |
| Provident Wealth Management, LLC | 1.43% | Add +4.7% | 76,035 | $3.8M |
| Blueprint Investment Partners LLC | 0.75% | Add +43.2% | 75,779 | $3.8M |
| Debussy Capital Management LP | 1.10% | Reduce -0.8% | 75,004 | $3.8M |
| United Advisor Group, LLC | 1.42% | Reduce -30.0% | 75,200 | $3.8M |
| Barry Investment Advisors, LLC | 1.26% | Add +1.5% | 75,186 | $3.8M |
| RBF Capital, LLC | 0.21% | No change | 75,000 | $3.8M |
| West Bancorporation Inc. | 2.47% | Reduce -11.7% | 74,919 | $3.8M |
| Silver Oak Securities, Incorporated | 0.57% | Add +0.3% | 74,835 | $3.8M |
| Arrowroot Family Office, LLC | 2.38% | Add +8.8% | 73,936 | $3.7M |
| Columbus Macro, LLC | 1.40% | Add +4.7% | 73,743 | $3.7M |
| Park National Corp. | 0.14% | Reduce -5.5% | 73,081 | $3.7M |
| Global Endowment Management, LP | 0.38% | No change | 73,000 | $3.7M |
| Hoylecohen, LLC | 0.28% | Add +0.3% | 72,772 | $3.7M |
| Laraway Financial Advisors Inc | 3.22% | Add +0.3% | 72,767 | $3.7M |
| Capital Asset Advisory Services LLC | 0.21% | Add +28.1% | 73,345 | $3.6M |
| Evergreen Capital Management LLC | 0.14% | Reduce -0.8% | 72,292 | $3.6M |
| Compton Wealth Advisory Group, LLC | 0.99% | Add +30.4% | 72,277 | $3.6M |
| Van Cleef Asset Management,Inc | 0.45% | Add +5.8% | 70,669 | $3.5M |
| US Financial Advisors, LLC | 1.23% | Add +2.7% | 70,665 | $3.5M |
| Financial Advocates Investment Management | 0.20% | Reduce -2.4% | 70,431 | $3.5M |
| Greystone Financial Group, LLC | 0.70% | Add +15.2% | 70,350 | $3.5M |
| Ironwood Financial, llc | 0.81% | Add +10.1% | 70,124 | $3.5M |
| Security Benefit Life Insurance Co. | 1.11% | Add +47.1% | 70,000 | $3.5M |
| Highland Capital Management, LLC | 0.20% | Reduce -0.5% | 69,990 | $3.5M |
| Watershed Private Wealth LLC | 1.55% | Reduce -30.3% | 69,664 | $3.5M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.10% | Reduce -2.0% | 69,556 | $3.5M |
| ETF Portfolio Partners, Inc. | 1.10% | Reduce -74.2% | 69,164 | $3.5M |
| Echo Wealth Management, LLC | 2.87% | Reduce -5.7% | 68,959 | $3.5M |
| Great Lakes Advisors, LLC | 0.03% | Add +1.8% | 68,392 | $3.4M |
| Afg Fiduciary Services Limited Partnership | 2.53% | Reduce -28.1% | 68,542 | $3.4M |
| Baron Wealth Management LLC | 1.81% | Add +8.6% | 68,097 | $3.4M |
| Financial Planning & Information Services, Inc. | 0.51% | Reduce -2.4% | 67,256 | $3.4M |
| Bakala Capital LLC | 28.88% | Add +103.0% | 66,907 | $3.4M |
| Gold Investment Management Ltd. | 1.36% | Reduce -1.1% | 66,891 | $3.4M |
| Golden Road Advisors LLC | 2.77% | Add +4.7% | 66,501 | $3.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.53% | Reduce -10.1% | 66,151 | $3.3M |
| RiverFront Investment Group, LLC | 0.09% | Add +1.6% | 66,018 | $3.3M |
| Willis Johnson & Associates, Inc. | 0.29% | Add +0.5% | 65,946 | $3.3M |
| MorganRosel Wealth Management, LLC | 1.18% | Add +51.3% | 65,921 | $3.3M |
| Ameritas Advisory Services, LLC | 0.14% | Add +57.1% | 66,030 | $3.3M |
| Braun-Bostich & Associates Inc. | 2.75% | Reduce -45.3% | 65,421 | $3.3M |
| MidAtlantic Capital Management, Inc. | 2.88% | Reduce -0.3% | 65,379 | $3.3M |
| Conning Inc. | 0.11% | No change | 65,275 | $3.3M |
| Moors & Cabot, Inc. | 0.18% | Add +98.5% | 64,869 | $3.3M |
| Laurel Wealth Planning LLC | 2.15% | Add +1.2% | 64,416 | $3.2M |
| Schechter Investment Advisors, LLC | 0.24% | Add +152.5% | 64,240 | $3.2M |
| Warwick Investment Management, Inc. | 0.77% | Add +11.2% | 64,183 | $3.2M |
| LGL Partners, LLC | 0.54% | Reduce -76.4% | 64,153 | $3.2M |
| Arkadios Wealth Advisors | 0.25% | Reduce -16.8% | 63,806 | $3.2M |
| Camelot Technology Advisors, Inc. | 2.97% | Add +0.6% | 63,802 | $3.2M |
| Gladstone Institutional Advisory LLC | 0.17% | Reduce -20.2% | 63,583 | $3.2M |
| VERITY Wealth Advisors | 2.44% | Add +2.7% | 63,480 | $3.2M |
| Kingsview Wealth Management, LLC | 0.08% | Reduce -3.8% | 63,303 | $3.2M |
| Barrett & Company, Inc. | 1.50% | Add +1.2% | 63,218 | $3.2M |
| Forum Financial Management, LP | 0.05% | Reduce -2.4% | 62,909 | $3.2M |
| DAVENPORT & Co LLC | 0.02% | Reduce -7.9% | 62,782 | $3.1M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -26.6% | 62,661 | $3.1M |
| Revolve Wealth Partners, LLC | 0.54% | Add +3.8% | 62,544 | $3.1M |
| Citizens Financial Group Inc. | 0.10% | Add +10.3% | 62,500 | $3.1M |
| Baker Avenue Asset Management, LP | 0.12% | Add +4.9% | 62,305 | $3.1M |
| JDM Financial Group LLC | 2.28% | Add +1.0% | 62,227 | $3.1M |
| Morling Financial Advisors, LLC | 1.77% | Reduce -1.6% | 61,834 | $3.1M |
| LMCG Investments, LLC | 0.18% | Reduce -0.4% | 61,677 | $3.1M |
| ICA Group Wealth Management, LLC | 0.62% | Reduce -3.9% | 61,509 | $3.1M |
| Maripau Wealth Management LLC | 2.31% | Add +2.8% | 61,347 | $3.1M |
| Marquette Associates, Inc. | 2.17% | Add +1698.7% | 61,227 | $3.1M |
| Verus Capital Partners, LLC | 0.34% | Reduce -14.7% | 61,205 | $3.1M |
| Certuity, LLC | 0.27% | Reduce -10.7% | 61,097 | $3.1M |
| Peoples Bank | 1.70% | Add +0.5% | 60,856 | $3.1M |
| Simplicity Wealth,LLC | 0.07% | Add +917.8% | 60,826 | $3.1M |
| Boston Family Office LLC | 0.22% | Reduce -1.4% | 60,785 | $3.0M |
| Diversified Trust Co. | 0.09% | Add +3.3% | 60,622 | $3.0M |
| Trevian Wealth Management LLC | 2.06% | Add +19.8% | 60,132 | $3.0M |
| Pachira Investments Inc. | 2.46% | Add +20.2% | 60,058 | $3.0M |
| Avantax Planning Partners, Inc. | 0.10% | Add +86.0% | 59,818 | $3.0M |
| CJM Wealth Advisers, Ltd. | 1.14% | Reduce -6.4% | 59,751 | $3.0M |
| Gray Private Wealth, LLC | 1.97% | — | 59,597 | $3.0M |
| Waters Parkerson & Co., LLC | 0.15% | Add +1.1% | 58,999 | $3.0M |
| First National Trust Co | 0.12% | Reduce -0.8% | 58,513 | $2.9M |
| Five Oceans Advisors | 1.49% | Reduce -10.4% | 57,930 | $2.9M |
| W.H. Cornerstone Investments Inc. | 2.09% | Add +60.3% | 57,899 | $2.9M |
| Qube Research & Technologies Ltd | 0.01% | New | 57,791 | $2.9M |
| Birch Hill Investment Advisors LLC | 0.14% | Add +1.7% | 57,735 | $2.9M |
| Beacon Financial Group | 0.33% | Reduce -3.6% | 57,665 | $2.9M |
| OneAscent Financial Services LLC | 0.32% | Add +3.7% | 57,380 | $2.9M |
| Falcon Wealth Planning | 0.46% | Reduce -10.3% | 57,316 | $2.9M |
| Horizon Investment Services, LLC | 1.39% | Reduce -7.0% | 56,611 | $2.8M |
| NorthLanding Financial Partners, LLC | 3.06% | Reduce -0.2% | 56,123 | $2.8M |
| Florida Trust Wealth Management Co | 0.10% | Add +3.7% | 56,050 | $2.8M |
| Moser Wealth Advisors, LLC | 1.57% | Add +1.8% | 56,010 | $2.8M |
| BancFirst Trust & Investment Management | 1.35% | Reduce -2.9% | 56,010 | $2.8M |
| Washington Trust Bank | 0.27% | Add +0.1% | 55,718 | $2.8M |
| General Partner, Inc. | 1.75% | Add +54.4% | 55,579 | $2.8M |
| Aua Capital Management, LLC | 1.59% | Add +54.0% | 55,107 | $2.8M |
| Visionary Wealth Advisors | 0.19% | Add +63.4% | 55,089 | $2.8M |
| Independent Family Office, LLC | 1.48% | Add +17.0% | 54,972 | $2.8M |
| Castle Wealth Management LLC | 1.44% | Reduce -2.1% | 54,857 | $2.8M |
| 49 Wealth Management, LLC | 0.59% | Add +13.0% | 54,867 | $2.7M |
| Caldwell Trust Co | 0.32% | Add +3.8% | 54,573 | $2.7M |
| SOL Capital Management CO | 0.34% | Add +7.7% | 54,443 | $2.7M |
| Motco | 0.16% | Add +4.1% | 54,430 | $2.7M |
| Guardian Capital Advisors LP | 0.29% | No change | 56,920 | $2.7M |
| Perennial Investment Advisors, LLC | 0.41% | Add +7.4% | 54,311 | $2.7M |
| Windham Capital Management, LLC | 2.14% | Reduce -76.8% | 54,223 | $2.7M |
| C2C Wealth Management, LLC | 2.70% | Reduce -0.2% | 54,165 | $2.7M |
| Turtle Creek Wealth Advisors, LLC | 0.67% | Add +57.8% | 54,061 | $2.7M |
| BTC Capital Management, Inc. | 0.25% | — | 53,551 | $2.7M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.96% | Add +37.6% | 53,363 | $2.7M |
| Retirement Planning Group, LLC | 0.20% | Add +10.6% | 53,307 | $2.7M |
| Scott Capital Advisors, LLC | 0.81% | Reduce -26.9% | 53,525 | $2.7M |
| Hutchens & Kramer Investment Management Group, LLC | 1.58% | Add +34.5% | 53,493 | $2.7M |
| Steph & Co. | 0.91% | Add +6.5% | 52,756 | $2.6M |
| Washington Trust Advisors, Inc. | 0.24% | Reduce -1.0% | 52,384 | $2.6M |
| CoreFirst Bank & Trust | 1.63% | Add +20.3% | 52,027 | $2.6M |
| Maryland Capital Advisors Inc. | 1.62% | Reduce -0.6% | 51,882 | $2.6M |
| Sightline Wealth Advisors, LLC | 1.71% | Add +1.9% | 51,818 | $2.6M |
| AQR Capital Management | 0.00% | Reduce -92.2% | 51,805 | $2.6M |
| Charter Oak Capital Management, LLC | 0.28% | Add +3.0% | 51,706 | $2.6M |
| Partners Capital Investment Group, LLP | 0.08% | No change | 51,633 | $2.6M |
| Evanson Asset Management, LLC | 0.19% | Add +0.3% | 51,407 | $2.6M |
| Appleton Partners Inc. | 0.20% | Reduce -12.3% | 51,370 | $2.6M |
| Essex Financial Services, Inc. | 0.24% | Add +10.1% | 51,319 | $2.6M |
| Bangor Savings Bank | 0.26% | Add +0.8% | 51,099 | $2.6M |
| Essex Bank | 0.74% | No change | 53,512 | $2.6M |
| Lodestone Wealth Management LLC | 1.34% | Add +2.7% | 51,026 | $2.6M |
| Shufro Rose & Co. LLC | 0.21% | Add +13.4% | 50,832 | $2.6M |
| Firestone Capital Management | 0.71% | Reduce -0.6% | 50,770 | $2.5M |
| TD Private Client Wealth LLC | 0.08% | Add +2.0% | 50,641 | $2.5M |
| Community Financial Services Group, LLC | 0.58% | — | 50,515 | $2.5M |
| Eagle Bluffs Wealth Management LLC | 1.55% | Reduce -2.2% | 49,809 | $2.5M |
| Creegan & Nassoura Financial Group, LLC | 1.67% | No change | 49,776 | $2.5M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -4.4% | 49,581 | $2.5M |
| CM Wealth Advisors LLC | 0.71% | Add +506.1% | 49,700 | $2.5M |
| Wesbanco Bank Inc. | 0.09% | Add +6.7% | 49,422 | $2.5M |
| Nova R Wealth, Inc. | 1.29% | Add +8.3% | 49,380 | $2.5M |
| LPWM LLC | 0.91% | Add +0.8% | 50,205 | $2.5M |
| Evermay Wealth Management LLC | 0.37% | Add +1.2% | 49,145 | $2.5M |
| Cranbrook Wealth Management, LLC | 0.62% | Reduce -9.9% | 49,138 | $2.5M |
| Bordeaux Wealth Advisors LLC | 0.82% | Add +24.7% | 48,937 | $2.5M |
| Armbruster Capital Management, Inc. | 0.52% | Reduce -6.3% | 48,652 | $2.4M |
| Strategic Financial Planning, Inc. | 1.82% | Add +0.0% | 48,540 | $2.4M |
| First Hawaiian Bank | 0.08% | Reduce -16.2% | 48,428 | $2.4M |
| One Wealth Advisors, LLC | 0.42% | Add +5.8% | 48,368 | $2.4M |
| PFG Advisors | 0.18% | Add +1.3% | 48,104 | $2.4M |
| Sowell Financial Services LLC | 0.11% | Reduce -3.5% | 48,067 | $2.4M |
| Prospera Financial Services Inc | 0.07% | Add +4.6% | 47,930 | $2.4M |
| Soltis Investment Advisors LLC | 0.27% | Add +17.4% | 47,940 | $2.4M |
| Lindbrook Capital, LLC | 0.22% | Reduce -0.3% | 47,843 | $2.4M |
| Callan Family Office, LLC | 0.56% | Add +0.0% | 47,724 | $2.4M |
| Archford Capital Strategies, LLC | 0.40% | Reduce -0.5% | 47,689 | $2.4M |
| Kovack Advisors, Inc. | 0.29% | Reduce -5.1% | 47,572 | $2.4M |
| AMG National Trust Bank | 0.07% | Add +3.5% | 47,482 | $2.4M |
| Global Wealth Management Investment Advisory, Inc. | 0.58% | Reduce -11.0% | 47,174 | $2.4M |
| Parkwood LLC | 0.25% | Reduce -34.8% | 46,909 | $2.4M |
| Maltin Wealth Management, Inc. | 1.32% | Add +0.1% | 46,865 | $2.4M |
| Castleview Partners, LLC | 1.31% | Add +4679.1% | 46,644 | $2.3M |
| Collective Family Office LLC | 0.76% | Reduce -0.1% | 46,622 | $2.3M |
| First National Advisers, LLC | 0.52% | Add +6.6% | 46,150 | $2.3M |
| Private Wealth Management Group, LLC | 1.04% | Reduce -7.8% | 45,655 | $2.3M |
| Stonebridge Financial Planning Group, LLC | 1.20% | Reduce -0.8% | 45,355 | $2.3M |
| Texas Yale Capital Corp. | 0.10% | Add +0.5% | 45,238 | $2.3M |
| LongView Wealth Management | 0.90% | Add +21.9% | 45,125 | $2.3M |
| Diversified Portfolios, Inc. | 0.32% | Add +2.1% | 44,920 | $2.3M |
| Aquire Wealth Advisors, LLC | 0.79% | Reduce -0.1% | 44,819 | $2.2M |
| Legacy Financial Advisors, Inc. | 0.40% | Reduce -0.7% | 44,669 | $2.2M |
| Innova Wealth Partners | 1.72% | Add +0.3% | 44,507 | $2.2M |
| Fulton Bank, N.A. | 0.09% | Add +28.0% | 44,043 | $2.2M |
| James J. Burns & Company, LLC | 0.77% | Reduce -45.3% | 44,452 | $2.2M |
| Richardson Financial Services Inc. | 1.55% | Add +14084.5% | 43,830 | $2.2M |
| CIC Wealth, LLC | 0.64% | Reduce -0.1% | 43,868 | $2.2M |
| Thoroughbred Financial Services, LLC | 0.21% | Reduce -5.9% | 43,658 | $2.2M |
| Family Wealth Partners, LLC | 1.24% | Reduce -9.8% | 43,493 | $2.2M |
| Highline Wealth Partners LLC | 0.89% | Reduce -1.1% | 43,303 | $2.2M |
| Andina Capital Management, LLC | 1.69% | Add +7.4% | 43,028 | $2.2M |
| Letson Investment Management, Inc. | 0.91% | Reduce -15.7% | 43,012 | $2.2M |
| Hardy Reed LLC | 0.27% | Reduce -7.7% | 42,960 | $2.2M |
| Portfolio Strategies, Inc. | 0.15% | New | 42,960 | $2.2M |
| Running Point Capital Advisors, LLC | 0.96% | Reduce -3.1% | 42,926 | $2.2M |
| Summit Global Investments | 0.16% | Add +587.5% | 42,811 | $2.1M |
| Swmg, LLC | 0.97% | Add +1.1% | 42,776 | $2.1M |
| Cornerstone Wealth Management, LLC | 0.17% | Reduce -3.0% | 42,747 | $2.1M |
| Jump Financial, LLC | 0.06% | Add +222.8% | 42,583 | $2.1M |
| Summit Financial Group, Inc. | 0.76% | Reduce -2.3% | 42,439 | $2.1M |
| Ameliora Wealth Management Ltd. | 0.96% | Reduce -6.8% | 42,374 | $2.1M |
| Moneco Advisors, LLC | 0.34% | Reduce -18.3% | 42,371 | $2.1M |
| Barclays PLC | 0.00% | Reduce -4.9% | 41,884 | $2.1M |
| Flagship Harbor Advisors, LLC | 0.14% | Reduce -5.6% | 41,882 | $2.1M |
| M3 Advisory Group, LLC | 1.89% | Add +0.7% | 41,647 | $2.1M |
| Quadrant Capital Group LLC | 0.16% | Add +16.5% | 41,305 | $2.1M |
| RTD Financial Advisors, Inc. | 0.28% | Reduce -0.9% | 41,019 | $2.1M |
| StoneX Group Inc. | 0.18% | Reduce -0.7% | 40,803 | $2.0M |
| Lazard Asset Management LLC | 0.00% | Reduce -62.8% | 40,830 | $2.0M |
| LifePlan Investment Advisors, Inc. | 1.63% | Add +156.9% | 40,703 | $2.0M |
| Cynosure Group, LLC | 0.37% | Add +68.9% | 40,672 | $2.0M |
| Grove Bank & Trust | 0.34% | Reduce -5.4% | 40,557 | $2.0M |
| Asset Dedication, LLC | 0.15% | Add +6.9% | 40,394 | $2.0M |
| MA Private Wealth | 0.41% | Reduce -46.4% | 40,292 | $2.0M |
| Inscription Capital, LLC | 0.33% | Add +210.9% | 40,218 | $2.0M |
| N.E.W. Advisory Services LLC | 0.22% | Add +10.4% | 39,984 | $2.0M |
| Landmark Wealth Management, LLC | 0.93% | Reduce -2.3% | 39,950 | $2.0M |
| Montecito Bank & Trust | 0.40% | Reduce -1.4% | 39,930 | $2.0M |
| Bigelow Investment Advisors, LLC | 0.98% | Add +0.8% | 39,922 | $2.0M |
| Alliance Wealth Advisors, LLC | 1.26% | Reduce -71.6% | 39,850 | $2.0M |
| Objective Capital Management, LLC | 1.35% | Reduce -8.4% | 39,763 | $2.0M |
| Affinity Capital Advisors, LLC | 0.44% | Reduce -7.0% | 39,735 | $2.0M |
| Ironwood Investment Counsel, LLC | 0.35% | Reduce -0.9% | 39,490 | $2.0M |
| Canal Capital Management, LLC | 0.33% | Add +22.7% | 39,466 | $2.0M |
| Aureus Asset Management, LLC | 0.14% | Reduce -1.1% | 39,413 | $2.0M |
| Waypoint Wealth Partners Inc. | 0.56% | Reduce -0.3% | 39,388 | $2.0M |
| Bleakley Financial Group, LLC | 0.06% | Reduce -5.9% | 39,324 | $2.0M |
| Victory Financial Group, LLC | 1.16% | Reduce -27.0% | 38,933 | $2.0M |
| Squire Investment Management Company, LLC | 1.23% | Add +5.9% | 38,835 | $1.9M |
| Orcam Financial Group | 2.13% | Reduce -0.3% | 38,804 | $1.9M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Reduce -19.6% | 38,784 | $1.9M |
| Legacy Edge Advisors, LLC | 0.41% | Reduce -22.9% | 38,738 | $1.9M |
| Cassady Schiller Wealth Management, LLC | 0.87% | Add +35.3% | 38,718 | $1.9M |
| Pine Harbor Wealth Management, LLC | 1.22% | Add +67.6% | 38,564 | $1.9M |
| Sunburst Financial Group, LLC | 0.55% | Add +9.9% | 38,566 | $1.9M |
| Venture Visionary Partners LLC | 0.09% | Add +0.5% | 38,274 | $1.9M |
| SeaCrest Wealth Management, LLC | 0.23% | Reduce -12.2% | 37,960 | $1.9M |
| &partners | 0.26% | Add +18.9% | 39,353 | $1.9M |
| Oarsman Capital, Inc. | 0.45% | Reduce -11.7% | 37,907 | $1.9M |
| FSM Wealth Advisors, LLC | 0.67% | Add +37.4% | 37,715 | $1.9M |
| Chico Wealth RIA | 1.78% | Reduce -3.9% | 37,569 | $1.9M |
| Security National Bank of Sioux City Iowa | 1.33% | Reduce -28.6% | 37,493 | $1.9M |
| West Coast Financial LLC | 0.23% | Reduce -24.4% | 37,160 | $1.9M |
| Janiczek Wealth Management, LLC | 0.39% | Add +17.9% | 36,646 | $1.8M |
| Ciovacco Capital Management LLC | 1.23% | Reduce -58.9% | 36,433 | $1.8M |
| Western Wealth Management, LLC | 0.14% | Reduce -61.2% | 36,297 | $1.8M |
| Hall Laurie J Trustee | 0.64% | No change | 36,188 | $1.8M |
| Lake Street Private Wealth, LLC | 0.25% | Add +4.2% | 36,157 | $1.8M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -10.0% | 36,000 | $1.8M |
| Red Tortoise LLC | 1.00% | Reduce -0.6% | 35,853 | $1.8M |
| Calton & Associates, Inc. | 0.87% | Reduce -5.8% | 35,738 | $1.8M |
| Independent Financial Group, LLC | 0.08% | Add +5.2% | 35,595 | $1.8M |
| Interchange Capital Partners, LLC | 1.20% | Add +5.7% | 35,334 | $1.8M |
| Total Clarity Wealth Management, Inc. | 0.62% | Add +23.1% | 35,497 | $1.8M |
| Family CFO Inc | 1.10% | Add +0.6% | 35,478 | $1.8M |
| Sterling Financial Planning, Inc. | 0.72% | Reduce -16.6% | 35,326 | $1.8M |
| Strategies Wealth Advisors, LLC | 0.27% | Add +14.1% | 35,075 | $1.8M |
| Arbor Wealth Advisors LLC | 1.66% | Add +1.8% | 34,947 | $1.8M |
| Aries Wealth Management | 0.56% | Add +0.3% | 34,920 | $1.8M |
| Lion Street Advisors, LLC | 0.71% | No change | 36,529 | $1.7M |
| Magnus Financial Group LLC | 0.21% | Add +4.6% | 34,692 | $1.7M |
| SignalPoint Asset Management, LLC | 0.48% | Add +288.6% | 34,520 | $1.7M |
| Bragg Financial Advisors, Inc | 0.08% | Add +0.1% | 34,290 | $1.7M |
| Kingswood Wealth Advisors, LLC | 0.20% | Add +29.3% | 34,008 | $1.7M |
| Perennial Advisors, LLC | 0.39% | Add +3.5% | 33,777 | $1.7M |
| IFG Advisory, LLC | 0.13% | Add +10.3% | 33,767 | $1.7M |
| International Assets Investment Management, LLC | 0.18% | Reduce -0.1% | 33,735 | $1.7M |
| GC Wealth Management RIA, LLC | 0.34% | Add +624.0% | 33,491 | $1.7M |
| Sage Capital Advisors,llc | 0.49% | Add +0.0% | 33,438 | $1.7M |
| Clifford Swan Investment Counsel LLC | 0.06% | Reduce -2.7% | 32,894 | $1.7M |
| Financial Life Advisors | 0.69% | Reduce -2.7% | 32,790 | $1.6M |
| Gotham Asset Management | 0.02% | Add +43.9% | 32,704 | $1.6M |
| Wells Trecaso Financial Group, LLC | 0.58% | Add +7.1% | 32,629 | $1.6M |
| Jefferies Financial Group Inc. | 0.04% | Reduce -1.9% | 32,597 | $1.6M |
| Legacy Bridge, LLC | 0.96% | Add +14.4% | 32,596 | $1.6M |
| Continuum Advisory, LLC | 0.24% | Reduce -67.0% | 32,417 | $1.6M |
| Busey Bank | 0.06% | Reduce -14.7% | 32,221 | $1.6M |
| Spire Wealth Management | 0.03% | Add +2.7% | 31,986 | $1.6M |
| Stephens Consulting, LLC | 0.49% | Reduce -1.3% | 31,545 | $1.6M |
| WBH Advisory Inc. | 0.16% | Add +0.0% | 31,542 | $1.6M |
| RCS Financial Planning, LLC | 0.97% | Reduce -5.3% | 31,528 | $1.6M |
| Obsidian Personal Planning Solutions LLC | 1.04% | Reduce -5.9% | 32,543 | $1.6M |
| Balanced Rock Investment Advisors LLC | 1.34% | Reduce -5.4% | 31,359 | $1.6M |
| Greenleaf Trust | 0.01% | Reduce -14.2% | 30,889 | $1.5M |
| Redwood Wealth Management Group, LLC | 1.64% | Reduce -2.1% | 30,871 | $1.5M |
| Advisory Research Inc. | 0.31% | No change | 30,809 | $1.5M |
| Flagstar Securities, Inc. | 0.43% | Add +3.0% | 30,770 | $1.5M |
| LS Investment Advisors, LLC | 0.24% | Reduce -23.9% | 30,705 | $1.5M |
| Eq LLC | 0.95% | Add +3.3% | 30,633 | $1.5M |
| True Wealth Design, LLC | 0.38% | Add +0.6% | 30,606 | $1.5M |
| Cyndeo Wealth Partners, LLC | 0.13% | Reduce -26.3% | 30,572 | $1.5M |
| Rothschild Capital Partners, LLC | 0.45% | Add +2.4% | 30,546 | $1.5M |
| Global Financial Private Client, LLC | 0.66% | Add +22.8% | 30,573 | $1.5M |
| GS Investments, Inc. | 0.73% | Add +0.2% | 30,375 | $1.5M |
| HC Advisors, LLC | 0.72% | Add +12.6% | 30,204 | $1.5M |
| Colony Family Offices, LLC | 0.49% | Add +0.9% | 30,107 | $1.5M |
| One Capital Management, LLC | 0.05% | Reduce -2.0% | 30,078 | $1.5M |
| Uptick Partners, LLC | 1.15% | Reduce -7.2% | 30,006 | $1.5M |
| Apollon Financial, LLC | 0.52% | Add +2.2% | 29,969 | $1.5M |
| Liberty Wealth Management LLC | 0.29% | Add +284.2% | 29,738 | $1.5M |
| NorthRock Partners, LLC | 0.06% | Add +32.2% | 29,912 | $1.5M |
| Guidance Capital, Inc. | 0.55% | Add +119.2% | 30,996 | $1.5M |
| Johnson Financial Group, Inc. | 0.08% | Reduce -7.2% | 29,790 | $1.5M |
| Fortitude Family Office, LLC | 1.00% | Add +0.0% | 29,743 | $1.5M |
| E&G Advisors, LLC | 0.47% | Add +0.8% | 29,667 | $1.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 29,641 | $1.5M |
| Thrive Wealth Management, LLC | 0.31% | Reduce -2.8% | 29,574 | $1.5M |
| Inspirion Wealth Advisors, LLC | 0.24% | Reduce -7.5% | 29,435 | $1.5M |
| Covestor Ltd | 0.94% | Add +14.6% | 29,383 | $1.5M |
| Meridian Investment Counsel Inc. | 0.49% | Add +0.3% | 29,360 | $1.5M |
| Forthright Family Wealth Advisory LLC | 0.98% | Add +12.3% | 29,244 | $1.5M |
| Graypoint LLC | 0.11% | Reduce -22.6% | 29,221 | $1.5M |
| Capital City Trust Co. | 0.41% | Add +6.1% | 29,189 | $1.5M |
| Optas, LLC | 0.40% | Reduce -0.0% | 29,150 | $1.5M |
| Gridiron Partners, LLC | 0.93% | No change | 29,111 | $1.5M |
| First National Bank & Trust Co. of Newtown | 0.30% | No change | 29,095 | $1.5M |
| Pinion Investment Advisors, LLC | 0.76% | Reduce -0.7% | 29,058 | $1.5M |
| White Lighthouse Investment Management Inc. | 0.30% | Reduce -0.2% | 29,020 | $1.5M |
| Delta Financial Advisors LLC | 0.58% | Add +0.8% | 28,996 | $1.5M |
| Advus Financial Partners, LLC | 0.45% | Reduce -5.0% | 28,806 | $1.4M |
| 9258 Wealth Management, LLC | 0.22% | Add +0.6% | 28,782 | $1.4M |
| L.M. Kohn & Company | 0.40% | Add +53.8% | 28,669 | $1.4M |
| Petra Financial Advisors Inc. | 1.05% | Reduce -0.2% | 30,000 | $1.4M |
| Crewe Advisors LLC | 0.17% | Add +3.6% | 28,522 | $1.4M |
| Integral Investment Advisors, Inc. | 0.59% | New | 28,445 | $1.4M |
| InTrack Investment Management Inc | 1.06% | Reduce -0.2% | 28,357 | $1.4M |
| First American Bank | 0.11% | Reduce -2.6% | 28,346 | $1.4M |
| Compass Ion Advisors, LLC | 0.20% | Reduce -8.4% | 28,126 | $1.4M |
| Aaron Wealth Advisors LLC | 0.20% | Reduce -9.5% | 28,116 | $1.4M |
| Baron Silver Stevens Financial Advisors, LLC | 0.27% | Add +1.3% | 28,071 | $1.4M |
| Bell Bank | 0.12% | Add +86.9% | 28,034 | $1.4M |
| SpiderRock Advisors, LLC | 0.05% | — | 28,307 | $1.4M |
| S&T Bank | 0.27% | Reduce -0.1% | 27,850 | $1.4M |
| WP Advisors, LLC | 0.46% | Reduce -7.7% | 27,805 | $1.4M |
| Strategic Blueprint, LLC | 0.10% | Reduce -11.2% | 27,758 | $1.4M |
| Brown Brothers Harriman & Co. | 0.01% | Add +103.4% | 27,635 | $1.4M |
| Wealthspan Partners, LLC | 0.82% | Add +10.9% | 27,619 | $1.4M |
| Oxford Financial Group, LTD. LLC | 0.10% | Add +125.1% | 27,601 | $1.4M |
| Trinity Financial Advisors LLC | 0.62% | Reduce -6.4% | 27,582 | $1.4M |
| Savvy Advisors, Inc. | 0.80% | Add +57.2% | 27,513 | $1.4M |
| National Philanthropic Trust | 0.03% | Reduce -81.6% | 27,499 | $1.4M |
| Allen Capital Group, LLC | 0.20% | Reduce -1.1% | 27,413 | $1.4M |
| CFO4Life Group, LLC | 0.25% | Add +113.6% | 27,334 | $1.4M |
| Beaumont Financial Advisors, LLC | 0.11% | Reduce -5.0% | 27,295 | $1.4M |
| Bluespring Wealth Management, LLC | 0.15% | Reduce -2.7% | 27,275 | $1.4M |
| Nikulski Financial, Inc. | 0.45% | Reduce -1.3% | 27,195 | $1.4M |
| Sunpointe, LLC | 1.51% | Reduce -6.5% | 27,145 | $1.4M |
| Integrated Capital Management, Inc. | 1.11% | Reduce -12.7% | 27,120 | $1.4M |
| Moloney Securities Asset Management, LLC | 0.21% | Add +1.0% | 27,035 | $1.4M |
| L & S Advisors Inc | 0.17% | Reduce -1.8% | 27,000 | $1.4M |
| Peak Financial Management, Inc. | 0.43% | No change | 26,881 | $1.3M |
| Cidel Asset Management Inc. | 0.10% | No change | 26,846 | $1.3M |
| Sweet Financial Partners, LLC | 0.31% | Reduce -30.7% | 26,782 | $1.3M |
| Upper Left Wealth Management, LLC | 1.24% | Add +29.3% | 26,613 | $1.3M |
| Fifth Third Wealth Advisors LLC | 0.21% | Add +26.8% | 26,540 | $1.3M |
| Zacks Investment Management | 0.01% | Add +37.6% | 26,525 | $1.3M |
| Carmichael Hill & Associates, Inc. | 0.55% | Reduce -2.7% | 26,501 | $1.3M |
| Optimist Retirement Group LLC | 0.68% | Add +1.3% | 26,472 | $1.3M |
| Atlantic Edge Private Wealth Management, LLC | 0.45% | Add +3.2% | 26,286 | $1.3M |
| 3Chopt Investment Partners, LLC | 0.54% | Reduce -25.7% | 26,230 | $1.3M |
| Everhart Financial Group, Inc. | 0.38% | Reduce -0.3% | 26,191 | $1.3M |
| Mendel Capital Management LLC | 0.87% | Add +2.1% | 26,187 | $1.3M |
| Joel Isaacson & Co., LLC | 0.07% | Add +13.5% | 26,172 | $1.3M |
| Arcadia Investment Advisors LLC | 0.75% | Reduce -5.2% | 26,037 | $1.3M |
| Cordgrass Capital Advisors, LLC | 0.41% | Reduce -18.3% | 25,996 | $1.3M |
| HCR Wealth Advisors | 0.20% | Reduce -8.5% | 25,916 | $1.3M |
| Pine Valley Investments Ltd Liability Co | 0.10% | Reduce -5.3% | 25,884 | $1.3M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.75% | Add +0.9% | 25,833 | $1.3M |
| Claro Advisors Inc. | 0.23% | Reduce -10.1% | 25,826 | $1.3M |
| Breakwater Capital Group | 0.33% | Add +2.5% | 25,813 | $1.3M |
| HRT Financial LP | 0.01% | Reduce -38.8% | 25,784 | $1.3M |
| Villere St Denis J & Co. LLC | 0.11% | Add +28.3% | 25,767 | $1.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Add +5.1% | 25,617 | $1.3M |
| Websterrogers Financial Advisors, LLC | 0.45% | Add +0.0% | 25,468 | $1.3M |
| Crestwood Advisors Group, LLC | 0.03% | Add +28.9% | 25,386 | $1.3M |
| Dakota Wealth Management | 0.03% | Add +27.8% | 25,334 | $1.3M |
| Neuberger Berman Group LLC | 0.00% | Reduce -6.5% | 25,240 | $1.3M |
| Wealth Advisory Solutions, LLC | 0.33% | Reduce -15.5% | 25,208 | $1.3M |
| Tobias Financial Advisors, Inc. | 0.29% | Add +0.8% | 25,168 | $1.3M |
| Stevens Capital Partners | 0.75% | Reduce -3.3% | 25,161 | $1.3M |
| Prosperity Planning, Inc. | 0.61% | Add +0.7% | 25,148 | $1.3M |
| Kelly Financial Services LLC | 0.48% | Reduce -6.3% | 25,058 | $1.3M |
| Halter Ferguson Financial Inc. | 0.98% | Add +7.5% | 25,054 | $1.3M |
| DGS Capital Management, LLC | 0.36% | Add +24.0% | 25,044 | $1.3M |
| Capital Advisors, Ltd. LLC | 0.16% | Reduce -1.5% | 25,033 | $1.3M |
| Vista Investment Management | 0.51% | Add +2.4% | 24,960 | $1.3M |
| Black Cypress Capital Management, LLC | 1.17% | — | 24,934 | $1.3M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.32% | Add +1.1% | 24,796 | $1.2M |
| Mma Asset Management LLC | 0.58% | Reduce -3.4% | 24,893 | $1.2M |
| Flower City Capital | 0.83% | Reduce -0.2% | 24,762 | $1.2M |
| Enterprise Bank & Trust Co | 0.43% | Reduce -0.5% | 24,756 | $1.2M |
| WCG Wealth Advisors LLC | 0.10% | Add +6.4% | 24,759 | $1.2M |
| Gryphon Financial Partners LLC | 0.21% | Add +22.3% | 24,733 | $1.2M |
| Thompson Siegel & Walmsley LLC | 0.02% | No change | 24,716 | $1.2M |
| Paragon Capital Management Ltd | 0.22% | Add +0.1% | 24,586 | $1.2M |
| Retirement Systems of Alabama | 0.00% | No change | 24,535 | $1.2M |
| Sax Wealth Advisors, LLC | 0.14% | Add +8.6% | 24,464 | $1.2M |
| Econ Financial Services Corp | 0.76% | Reduce -29.8% | 24,387 | $1.2M |
| Parkside Financial Bank & Trust | 0.20% | Reduce -2.0% | 24,325 | $1.2M |
| Osborne Partners Capital Management, LLC | 0.07% | Add +4.6% | 24,164 | $1.2M |
| Davidson Trust Co. | 0.71% | Add +5.9% | 24,150 | $1.2M |
| Financial Strategies Group, Inc. | 0.33% | No change | 24,212 | $1.2M |
| Silverlake Wealth Management LLC | 0.62% | Reduce -4.5% | 24,109 | $1.2M |
| Accel Wealth Management | 0.51% | Add +0.0% | 23,981 | $1.2M |
| Institute for Wealth Management, LLC. | 0.15% | Reduce -11.6% | 23,811 | $1.2M |
| Sachetta, LLC | 0.56% | No change | 24,829 | $1.2M |
| William Howard & Co Financial Advisors Inc | 1.11% | — | 23,698 | $1.2M |
| Capital Investment Advisory Services, LLC | 0.13% | Reduce -12.8% | 23,493 | $1.2M |
| Bridgewater Advisors Inc. | 0.18% | Reduce -13.8% | 23,366 | $1.2M |
| Merriman Wealth Management, LLC | 0.05% | Add +0.1% | 23,348 | $1.2M |
| Kavar Capital Partners Group, LLC | 0.21% | Add +2.5% | 23,091 | $1.2M |
| Viawealth, LLC | 0.72% | Reduce -13.6% | 22,973 | $1.2M |
| Pallas Capital Advisors LLC | 0.05% | Reduce -1.2% | 22,955 | $1.2M |
| Sanctuary Wealth Management, L.L.C. | 0.93% | Reduce -21.0% | 22,830 | $1.1M |
| Bath Savings Trust Co | 0.12% | Add +4.9% | 22,804 | $1.1M |
| Sageworth Trust Co of South Dakota | 1.77% | Add +24.3% | 22,788 | $1.1M |
| Arden Trust Co | 0.16% | Reduce -7.9% | 22,775 | $1.1M |
| Naviter Wealth, LLC | 0.19% | No change | 22,736 | $1.1M |
| Larson Financial Group LLC | 0.09% | Add +5.3% | 22,706 | $1.1M |
| Chapin Davis, Inc. | 0.41% | Add +4.8% | 22,620 | $1.1M |
| Wealthcare Capital Management LLC | 0.13% | Reduce -27.1% | 22,547 | $1.1M |
| Ami Investment Management Inc. | 0.41% | Reduce -0.0% | 22,408 | $1.1M |
| KCM Investment Advisors LLC | 0.04% | Reduce -5.7% | 22,402 | $1.1M |
| Westmount Partners, LLC | 0.40% | Reduce -7.3% | 22,388 | $1.1M |
| Jag Capital Management, LLC | 0.16% | No change | 22,369 | $1.1M |
| FineMark National Bank & Trust | 0.04% | Reduce -21.9% | 22,269 | $1.1M |
| Intrua Financial, LLC | 0.17% | Reduce -16.2% | 22,260 | $1.1M |
| Dentgroup LLC | 0.92% | Add +1.3% | 22,207 | $1.1M |
| Glass Jacobson Investment Advisors llc | 0.42% | Add +0.9% | 22,114 | $1.1M |
| Boston Research & Management Inc. | 0.27% | No change | 21,999 | $1.1M |
| TCV Trust & Wealth Management, Inc. | 0.11% | No change | 21,974 | $1.1M |
| Journey Strategic Wealth LLC | 0.05% | Reduce -66.9% | 21,874 | $1.1M |
| Forte Capital LLC | 0.14% | Reduce -1.7% | 21,859 | $1.1M |
| World Investment Advisors | 0.16% | Reduce -53.8% | 21,723 | $1.1M |
| WMS Partners, LLC | 0.07% | Add +0.7% | 21,653 | $1.1M |
| Carl P. Sherr & Co., LLC | 0.61% | Add +0.2% | 21,633 | $1.1M |
| Scotia Capital Inc. | 0.01% | Add +1.1% | 21,606 | $1.1M |
| Outlook Wealth Advisors, LLC | 0.33% | Reduce -10.8% | 21,601 | $1.1M |
| Signet Financial Management, LLC | 0.15% | Add +0.9% | 21,587 | $1.1M |
| TrueWealth Advisors, LLC | 0.41% | Reduce -7.9% | 21,329 | $1.1M |
| McClarren Financial Advisors, Inc. | 0.77% | Add +0.6% | 21,268 | $1.1M |
| HUB Investment Partners, LLC | 0.06% | Add +44.5% | 21,148 | $1.1M |
| Palisade Asset Management, LLC | 0.10% | Reduce -1.1% | 21,066 | $1.1M |
| Twelve Points Wealth Management LLC | 0.39% | Add +13.5% | 21,057 | $1.1M |
| Fidelis Capital Partners, LLC | 0.16% | New | 21,048 | $1.1M |
| Ramsay, Stattman, Vela & Price, Inc. | 0.20% | Add +7.0% | 21,038 | $1.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +10.5% | 21,030 | $1.1M |
| Adero Partners, LLC | 0.08% | Reduce -4.8% | 21,017 | $1.1M |
| Sensible Money, LLC | 0.57% | Reduce -0.3% | 20,982 | $1.1M |
| PCA Investment Advisory Services Inc. | 0.59% | Reduce -0.9% | 20,951 | $1.1M |
| Smith Salley Wealth Management | 0.08% | Add +6.8% | 20,882 | $1.0M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.11% | Reduce -2.2% | 20,786 | $1.0M |
| Absolute Capital Management, LLC | 0.67% | Add +13.7% | 20,785 | $1.0M |
| Fee-Only Financial Planning, L.C. | 0.70% | Reduce -0.5% | 20,769 | $1.0M |
| Voya Financial Advisors, Inc. | 0.12% | Add +11.4% | 20,596 | $1.0M |
| Lutz Financial Services LLC | 0.09% | No change | 20,558 | $1.0M |
| Olde Wealth Management, LLC | 0.49% | Reduce -4.5% | 20,583 | $1.0M |
| Sugarloaf Wealth Management, LLC | 0.21% | Reduce -36.5% | 20,463 | $1.0M |
| Biltmore Family Office, LLC | 0.20% | No change | 20,434 | $1.0M |
| Treynor Bancshares, Inc. | 0.59% | Add +2.4% | 20,346 | $1.0M |
| Miller Investment Management, LP | 0.13% | No change | 20,187 | $1.0M |
| Probity Advisors, Inc. | 0.21% | Reduce -0.2% | 20,178 | $1.0M |
| WASHINGTON TRUST Co | 0.04% | Reduce -9.8% | 20,115 | $1.0M |
| Aspire Wealth Management Corp | 0.61% | Add +23.7% | 20,035 | $1.0M |
| Bell Investment Advisors, Inc | 0.20% | Reduce -6.6% | 20,024 | $1.0M |
| Main Management LLC | 0.09% | Add +10.1% | 19,954 | $1.0M |
| Center for Financial Planning, Inc. | 0.15% | Reduce -0.2% | 19,932 | $1000K |
| Stordahl Capital Management, Inc. | 0.25% | Reduce -10.1% | 19,879 | $997K |
| Taylor & Morgan Wealth Management, LLC | 0.73% | Reduce -3.7% | 19,842 | $995K |
| Pecaut & Co. | 0.37% | Reduce -3.9% | 19,709 | $989K |
| Inspire Trust Co, N.A. | 0.55% | New | 19,670 | $987K |
| Cannon Financial Strategists, Inc. | 0.19% | Add +0.7% | 19,662 | $986K |
| Phillips Financial Management, LLC | 0.08% | Reduce -0.4% | 19,502 | $978K |
| City Holding Co. | 0.15% | Add +38.7% | 19,491 | $978K |
| Cobblestone Capital Advisors LLC | 0.06% | No change | 19,453 | $976K |
| Milestone Investment Advisors LLC | 0.26% | Add +0.0% | 19,422 | $974K |
| Freedom Investment Management, Inc. | 0.08% | Reduce -12.8% | 19,417 | $974K |
| Daymark Wealth Partners, LLC | 0.05% | Add +13.1% | 19,376 | $972K |
| Signature Estate & Investment Advisors LLC | 0.03% | Reduce -94.1% | 19,360 | $971K |
| Sterling Investment Management, LLC | 0.68% | Reduce -13.2% | 19,354 | $971K |
| Roffman Miller Associates Inc. | 0.06% | Reduce -4.1% | 19,343 | $970K |
| Old North State Trust, LLC | 0.81% | — | 19,206 | $964K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Reduce -21.4% | 19,912 | $963K |
| Legacy Trust | 0.24% | No change | 19,096 | $958K |
| MBE Wealth Management, LLC | 0.59% | Reduce -2.0% | 19,089 | $958K |
| Cohen Investment Advisors LLC | 0.62% | Add +1.9% | 19,053 | $956K |
| New York Life Investment Management LLC | 0.01% | New | 19,027 | $955K |
| Wealthstream Advisors, Inc. | 0.36% | Add +0.3% | 19,013 | $954K |
| Venturi Wealth Management, LLC | 0.06% | Add +4.5% | 18,973 | $952K |
| MIdWestOne Financial Group, Inc. | 0.17% | Reduce -0.9% | 18,949 | $951K |
| Seven Mile Advisory | 0.72% | Add +0.8% | 18,944 | $950K |
| Waterfront Wealth Inc. | 0.27% | Reduce -8.2% | 19,468 | $949K |
| TFB Advisors LLC | 0.34% | Add +54.2% | 19,540 | $946K |
| Fragasso Financial Advisors Inc | 0.08% | Add +72.7% | 18,835 | $945K |
| Breakwater Investment Management | 0.43% | — | 18,773 | $942K |
| RDA Financial Network | 0.32% | No change | 18,735 | $940K |
| Pacific Financial Group Inc. | 0.65% | Add +0.7% | 18,730 | $940K |
| Clearstead Trust, LLC | 0.25% | Add +3.5% | 18,713 | $939K |
| Root Financial Partners, LLC | 0.28% | Add +15.6% | 18,703 | $938K |
| Centaurus Financial, Inc. | 0.07% | Reduce -10.2% | 18,667 | $937K |
| Defined Wealth Management, LLC | 0.67% | Add +11.7% | 18,618 | $934K |
| Laurel Wealth Advisors LLC | 0.16% | Reduce -1.3% | 18,610 | $934K |
| Howland Capital Management LLC | 0.04% | Add +14.4% | 18,602 | $933K |
| Argus Investors' Counsel, Inc. | 0.57% | New | 18,590 | $933K |
| Red Lighthouse Investment Management, LLC | 0.37% | No change | 18,549 | $931K |
| West Michigan Advisors, LLC | 0.30% | Add +41.7% | 18,546 | $930K |
| Retirement Group, LLC | 0.33% | Reduce -3.3% | 18,539 | $930K |
| Conrad Siegel Investment Advisors, Inc. | 0.27% | Reduce -2.0% | 18,511 | $929K |
| Keystone Financial Group | 0.14% | Add +1.8% | 18,454 | $926K |
| Warren Street Wealth Advisors, LLC | 0.46% | Reduce -0.7% | 18,397 | $923K |
| Callan Capital, LLC | 0.08% | Reduce -0.6% | 18,383 | $922K |
| Jacobi Capital Management LLC | 0.09% | Reduce -52.3% | 18,334 | $920K |
| Hilltop Holdings Inc. | 0.10% | Add +36.5% | 18,327 | $919K |
| Insight 2811, Inc. | 0.47% | Add +12.3% | 18,296 | $918K |
| Fidelity D & D Bancorp Inc. | 0.69% | Reduce -11.4% | 18,284 | $917K |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +45.2% | 18,180 | $912K |
| Resources Management Corp. /CT/ | 0.13% | Reduce -2.0% | 18,173 | $912K |
| Rappaport Reiches Capital Management, LLC | 0.29% | No change | 18,174 | $912K |
| Sharp Wealth Advisory, LLC | 0.85% | Add +14.2% | 18,136 | $910K |
| Van Den Berg Management I, Inc. | 0.27% | Reduce -5.1% | 18,096 | $908K |
| Capital Investment Advisors, LLC | 0.02% | Add +11.4% | 18,095 | $908K |
| Woodstock Corp. | 0.09% | No change | 17,824 | $894K |
| Security National Bank of So Dak | 0.54% | No change | 17,785 | $892K |
| Heritage Financial Services, LLC | 0.13% | Add +0.8% | 17,766 | $891K |
| Raleigh Capital Management Inc. | 0.38% | Reduce -2.5% | 17,735 | $890K |
| Level Four Advisory Services, LLC | 0.05% | No change | 18,545 | $888K |
| Elevatus Welath Management | 0.35% | No change | 17,680 | $887K |
| North Star Asset Management Inc. | 0.04% | Add +7.3% | 17,605 | $883K |
| Aspire Capital Advisors LLC | 0.30% | Add +1.4% | 17,533 | $880K |
| Catalyst Financial Partners LLC | 0.22% | No change | 18,243 | $873K |
| Founders Financial Alliance, LLC | 0.26% | Add +43.0% | 17,396 | $873K |
| Mattern Capital Management, LLC | 0.12% | No change | 17,350 | $870K |
| Twin City Private Wealth, LLC | 0.85% | — | 17,302 | $868K |
| NorthCrest Asset Manangement, LLC | 0.03% | Reduce -9.0% | 17,194 | $863K |
| Accurate Wealth Management, LLC | 0.25% | Reduce -8.5% | 18,010 | $862K |
| Diversified, LLC | 0.12% | Add +33.6% | 17,161 | $861K |
| Birchcreek Wealth Management, LLC | 0.45% | Add +0.3% | 17,101 | $858K |
| BBR Partners, LLC | 0.07% | Add +233.6% | 16,955 | $851K |
| Capital Advisors Wealth Management, LLC | 0.18% | Add +1.8% | 16,911 | $848K |
| Adamsbrown Wealth Consultants LLC | 0.34% | Reduce -0.0% | 16,872 | $846K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.36% | Reduce -55.9% | 16,860 | $846K |
| Heck Capital Advisors, LLC | 0.13% | Reduce -6.3% | 16,772 | $841K |
| Denver PWM, LLC | 0.32% | Add +3.5% | 16,892 | $838K |
| Guardian Wealth Advisors, LLC / NC | 0.10% | Add +131.5% | 16,619 | $834K |
| Saxon Interests, Inc. | 0.40% | Reduce -11.3% | 16,597 | $833K |
| Jentner Corp | 0.29% | Reduce -8.3% | 16,542 | $830K |
| FAS Wealth Partners, Inc. | 0.07% | Add +63.3% | 16,495 | $828K |
| Axiom Advisory, LLC | 0.60% | Add +5.1% | 16,382 | $822K |
| Cahill Wealth Management, LLC | 0.48% | Reduce -2.4% | 16,349 | $820K |
| Innealta Capital, LLC | 0.35% | Reduce -8.4% | 16,295 | $818K |
| Santori & Peters, Inc. | 0.35% | Reduce -1.6% | 16,259 | $816K |
| Cannell & Spears LLC | 0.02% | No change | 16,180 | $812K |
| North Star Investment Management Corp. | 0.06% | Add +7.8% | 16,149 | $810K |
| O'Dell Group, LLC | 0.20% | Reduce -19.7% | 16,129 | $809K |
| Allie Family Office LLC | 0.47% | No change | 16,050 | $805K |
| Wrenne Financial Planning LLC | 0.59% | Reduce -0.3% | 16,018 | $804K |
| Certus Wealth Management, LLC | 0.64% | Add +7.9% | 16,213 | $804K |
| Richard W. Paul & Associates, LLC | 0.32% | Reduce -3.1% | 15,976 | $802K |
| Archer Investment Corp | 0.24% | Add +23.3% | 15,912 | $798K |
| Independence Bank of Kentucky | 0.24% | Reduce -3.5% | 15,785 | $792K |
| Peterson Wealth Advisors, LLC | 0.17% | Add +0.6% | 15,762 | $791K |
| Clear Investment Research, LLC | 1.06% | Reduce -4.3% | 15,650 | $785K |
| Unique Wealth, LLC | 0.22% | No change | 15,646 | $785K |
| Bcwm, LLC | 0.27% | Reduce -0.3% | 15,640 | $785K |
| Belpointe Asset Management LLC | 0.06% | Add +3.4% | 15,573 | $781K |
| Financial Perspectives, Inc | 0.30% | No change | 15,554 | $780K |
| Strategic Financial Services, Inc. | 0.05% | Add +1.0% | 15,319 | $769K |
| Clear Creek Financial Management, LLC | 0.10% | Add +28.6% | 15,317 | $768K |
| City State Bank | 0.34% | Reduce -0.4% | 15,253 | $765K |
| MTM Investment Management, LLC | 0.31% | New | 15,213 | $763K |
| Modus Advisors, LLC | 0.28% | Reduce -1.3% | 15,189 | $762K |
| Foster Victor Wealth Advisors, LLC | 0.07% | Reduce -10.4% | 15,413 | $761K |
| Beacon Bridge Wealth Partners, LLC | 0.36% | New | 15,095 | $757K |
| Brand Asset Management Group, Inc. | 0.32% | Add +40.1% | 14,995 | $752K |
| Glassman Wealth Services | 0.15% | Add +0.1% | 14,982 | $752K |
| Monograph Wealth Advisors, LLC | 0.11% | Add +30.1% | 14,971 | $751K |
| Mission Creek Capital Partners, Inc. | 0.20% | Add +0.6% | 14,967 | $751K |
| Hartline Investment Corp./ | 0.13% | New | 14,963 | $751K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.13% | Add +0.3% | 14,963 | $751K |
| Viewpoint Capital Management LLC | 0.48% | No change | 14,946 | $750K |
| Destiny Wealth Partners, LLC | 0.13% | Reduce -4.1% | 14,849 | $745K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.31% | Add +5.0% | 15,330 | $744K |
| Northwest Bancshares, Inc. | 0.12% | Add +244.8% | 14,811 | $743K |
| DecisionPoint Financial, LLC | 0.30% | Reduce -7.2% | 15,201 | $743K |
| Key Financial Inc | 0.19% | Add +0.0% | 14,748 | $740K |
| Baldwin Wealth Partners LLC | 0.06% | Reduce -2.0% | 14,614 | $733K |
| Northstar Advisory Group, LLC | 0.44% | Add +0.0% | 14,471 | $728K |
| Dohj, LLC | 0.19% | Add +0.8% | 14,454 | $725K |
| Rakuten Investment Management, Inc. | 0.01% | Reduce -1.4% | 14,400 | $722K |
| Leo Wealth, LLC | 0.07% | Reduce -0.3% | 14,402 | $721K |
| KFA Private Wealth Group, LLC | 0.22% | Add +49.0% | 14,305 | $718K |
| Cook Wealth, LLC | 0.43% | Reduce -3.3% | 14,586 | $716K |
| Thrive Capital Management, LLC | 0.38% | New | 14,273 | $716K |
| Farmers National Bank | 0.21% | Add +29.0% | 14,264 | $716K |
| RKL Wealth Management LLC | 0.07% | Reduce -2.2% | 14,198 | $712K |
| Blue Trust, Inc. | 0.01% | Reduce -39.5% | 14,193 | $712K |
| Harding Loevner LP | 0.00% | Add +10.9% | 14,120 | $708K |
| Sapient Capital LLC | 0.02% | Add +71.7% | 14,099 | $707K |
| Ritter Daniher Financial Advisory LLC / DE | 0.23% | Reduce -0.3% | 14,009 | $703K |
| Financial Management Network Inc. | 0.18% | Reduce -1.4% | 14,183 | $702K |
| Wealth Group, Ltd. | 0.53% | — | 13,992 | $702K |
| Colton Groome Financial Advisors, LLC | 0.28% | Reduce -1.6% | 13,969 | $701K |
| Canvas Wealth Advisors, LLC | 0.24% | Add +14.4% | 14,623 | $700K |
| Quantinno Capital Management LP | 0.02% | Add +5.9% | 13,871 | $696K |
| CX Institutional | 0.03% | Add +18.5% | 13,870 | $696K |
| Valtinson Bruner Financial Planning LLC | 0.30% | Reduce -1.9% | 13,828 | $694K |
| Round Rock Advisors LLC | 0.17% | Reduce -11.3% | 13,803 | $692K |
| Pathway Financial Advisors LLC | 0.19% | Reduce -2.8% | 13,786 | $692K |
| Benchmark Financial Wealth Advisors, LLC | 0.26% | Add +12.9% | 13,746 | $690K |
| Proathlete Wealth Management LLC | 0.37% | Add +21.4% | 13,737 | $689K |
| Three Bridge Wealth Advisors, LLC | 0.27% | Reduce -8.8% | 13,676 | $686K |
| Abbot Financial Management, Inc. | 0.38% | Reduce -1.4% | 13,661 | $685K |
| Sage Rhino Capital LLC | 0.16% | No change | 13,539 | $679K |
| NBT Bank, N.A. | 0.05% | Reduce -3.4% | 13,494 | $677K |
| Motiv8 Investments LLC | 0.53% | Add +6.0% | 13,492 | $677K |
| Mills Wealth Advisors LLC | 0.49% | Reduce -10.9% | 13,443 | $674K |
| Colonial River Investments, LLC | 0.38% | Add +10.1% | 13,438 | $674K |
| Missouri Trust & Investment Co | 0.26% | Reduce -3.6% | 13,438 | $674K |
| Jackson Creek Investment Advisors LLC | 0.24% | Reduce -0.2% | 13,376 | $671K |
| Mainsail Financial Group, LLC | 0.46% | Add +10.2% | 13,364 | $670K |
| Spinnaker Investment Group, LLC | 0.19% | Add +4.2% | 13,347 | $670K |
| WealthShield Partners, LLC | 0.11% | Reduce -2.4% | 13,313 | $668K |
| Friedenthal Financial | 0.41% | Add +783.4% | 13,260 | $665K |
| AlphaQ Advisors LLC | 0.40% | Reduce -1.2% | 13,179 | $661K |
| Great Point Wealth Advisors, LLC | 0.15% | Reduce -3.6% | 13,174 | $661K |
| Rice Partnership, LLC | 0.16% | No change | 13,150 | $660K |
| Aprio Wealth Management, LLC | 0.13% | Add +0.0% | 13,118 | $658K |
| Kiley Juergens Wealth Management, LLC | 0.20% | Add +4.5% | 13,006 | $652K |
| Resonant Capital Advisors, LLC | 0.06% | No change | 13,000 | $652K |
| Romano Brothers and Company | 0.09% | Reduce -3.0% | 12,980 | $651K |
| Exchange Bank | 0.54% | Add +3.4% | 12,975 | $651K |
| Advance Capital Management, Inc. | 0.04% | Add +68.4% | 12,894 | $647K |
| Independent Wealth Network Inc. | 0.30% | Reduce -4.6% | 12,883 | $646K |
| River Wealth Advisors LLC | 0.09% | Add +7.6% | 12,821 | $643K |
| BIP Wealth, LLC | 0.05% | Reduce -17.2% | 12,796 | $642K |
| Webster Bank, N. A. | 0.07% | Reduce -21.9% | 12,684 | $636K |
| Vigilare Wealth Management | 0.31% | Reduce -7.6% | 12,682 | $636K |
| Austin Wealth Management, LLC | 0.16% | Add +0.1% | 12,570 | $636K |
| Smith Anglin Financial, LLC | 0.07% | Reduce -56.6% | 12,666 | $635K |
| Optimum Investment Advisors | 0.29% | Add +33.4% | 12,647 | $635K |
| Source Financial Advisors LLC | 0.19% | Reduce -3.0% | 12,647 | $634K |
| Tufton Capital Management | 0.12% | Reduce -1.4% | 12,622 | $633K |
| St. Clair Advisors, LLC | 0.21% | Add +0.6% | 12,590 | $632K |
| Clear Harbor Asset Management, LLC | 0.06% | Add +3.4% | 12,587 | $632K |
| Edgestream Partners, L.P. | 0.03% | New | 12,536 | $629K |
| Capital Management Associates, Inc | 0.46% | Reduce -29.7% | 12,532 | $629K |
| SYM FINANCIAL Corp | 0.10% | Reduce -4.6% | 12,507 | $627K |
| Hollencrest Capital Management | 0.03% | Add +150.2% | 12,490 | $627K |
| Fayez Sarofim & Co | 0.00% | No change | 12,444 | $624K |
| My Personal CFO, LLC | 0.36% | Add +0.2% | 12,416 | $623K |
| Skyline Advisors, Inc. | 0.28% | Add +0.5% | 12,413 | $623K |
| Summit Wealth Partners, LLC | 0.13% | Reduce -2.5% | 12,315 | $618K |
| Bahl & Gaynor LLC | 0.00% | Reduce -27.6% | 12,238 | $614K |
| W Advisors, LLC | 0.42% | Add +0.8% | 12,217 | $613K |
| Latitude Advisors, LLC | 0.38% | Add +8.8% | 12,202 | $612K |
| Next Capital Management LLC | 0.25% | Add +28.6% | 12,192 | $612K |
| Matisse Capital | 0.29% | Reduce -1.0% | 12,164 | $610K |
| Intelligence Driven Advisers, LLC | 0.09% | Add +7.5% | 12,128 | $608K |
| Dodds Wealth, LLC | 0.25% | Add +17.0% | 12,081 | $606K |
| Hanover Advisors Inc. | 0.25% | Add +4.7% | 12,060 | $605K |
| Center For Asset Management LLC | 0.49% | Add +1.8% | 11,895 | $597K |
| Eagle Global Advisors LLC | 0.03% | Reduce -12.5% | 11,876 | $596K |
| Watts Gwilliam & Co., LLC | 0.18% | — | 11,639 | $590K |
| Fiduciary Family Office, LLC | 0.23% | No change | 11,738 | $589K |
| Householder Group Estate & Retirement Specialist, LLC | 0.17% | Add +6.4% | 11,722 | $588K |
| HTG Investment Advisors, Inc. | 0.34% | No change | 11,723 | $588K |
| Capstone Financial Advisors, Inc. | 0.04% | Add +0.4% | 11,663 | $585K |
| Emergent Wealth Advisors, LLC | 0.50% | New | 11,604 | $582K |
| Courier Capital LLC | 0.04% | Add +0.0% | 11,602 | $582K |
| MBA Advisors LLC | 0.30% | Reduce -21.6% | 11,594 | $582K |
| Morton Capital Management LLC | 0.16% | Reduce -11.0% | 11,575 | $581K |
| Wimmer Associates 1, LLC | 0.31% | No change | 11,565 | $580K |
| Personal Cfo Solutions, LLC | 0.09% | Add +5.8% | 11,533 | $579K |
| Sunbelt Securities, Inc. | 0.06% | Add +4.4% | 11,481 | $576K |
| Everett Harris & Co. | 0.01% | Add +0.0% | 11,477 | $576K |
| Curtis Advisory Group, LLC | 0.22% | Add +8.5% | 11,470 | $575K |
| Rooted Wealth Advisors, Inc. | 0.28% | Add +7.8% | 11,566 | $574K |
| Hemenway Trust Co LLC | 0.05% | Add +154.2% | 11,438 | $574K |
| Apeiron RIA LLC | 0.17% | Add +7.7% | 11,395 | $572K |
| Insigneo Advisory Services, LLC | 0.07% | Reduce -3.8% | 11,310 | $567K |
| Cozad Asset Management Inc. | 0.06% | Reduce -1.7% | 11,234 | $564K |
| Radnor Capital Management, LLC | 0.10% | Reduce -1.8% | 11,215 | $563K |
| Strategic Financial Partners, Ltd. | 0.31% | Add +15.6% | 11,170 | $560K |
| WNY Asset Management, LLC | 0.09% | Add +26.1% | 11,165 | $560K |
| Insight Advisors, LLC/ PA | 0.11% | Add +0.7% | 11,143 | $559K |
| Burton Enright Welch | 0.13% | Reduce -1.9% | 11,138 | $559K |
| Chatham Capital Group, Inc. | 0.10% | Reduce -8.3% | 11,104 | $557K |
| Forza Wealth Management, LLC | 0.29% | Reduce -2.0% | 11,074 | $556K |
| MAS Advisors LLC | 0.64% | No change | 11,054 | $555K |
| Summit Wealth & Retirement Planning, Inc. | 0.20% | Add +1.3% | 11,034 | $554K |
| Cherry Creek Investment Advisors, Inc. | 0.30% | Reduce -9.7% | 11,010 | $552K |
| Bellecapital International Ltd. | 0.12% | No change | 10,942 | $549K |
| My Legacy Advisors, LLC | 0.18% | Reduce -15.4% | 10,927 | $548K |
| Alpha Financial Advisors, LLC | 0.26% | Add +3.1% | 10,897 | $547K |
| Addison Capital Co | 0.27% | New | 10,894 | $547K |
| HBW Advisory Services LLC | 0.10% | No change | 11,351 | $544K |
| Apexium Financial, LP | 0.04% | Add +0.3% | 10,824 | $543K |
| Wilson & Boucher Capital Management, LLC | 0.43% | No change | 10,800 | $542K |
| Bogart Wealth, LLC | 0.03% | Add +12.9% | 10,767 | $540K |
| Confluence Wealth Services, Inc. | 0.05% | Add +1.7% | 10,767 | $540K |
| Francis Financial, Inc. | 0.17% | Reduce -4.6% | 10,745 | $539K |
| Blue Barn Wealth, LLC | 0.30% | Reduce -10.6% | 9,932 | $538K |
| Meridian Wealth Partners, LLC | 0.10% | Reduce -9.4% | 10,707 | $537K |
| Brio Consultants, LLC | 0.09% | Reduce -2.5% | 10,703 | $537K |
| MontVue Capital Management, Inc. | 0.47% | Add +1.0% | 10,613 | $532K |
| Pinnacle Bancorp, Inc. | 0.16% | Reduce -0.3% | 10,562 | $530K |
| HTLF Bank | 0.06% | Add +52.9% | 10,527 | $528K |
| Capital Advantage, Inc. | 0.11% | New | 10,482 | $528K |
| Cary Street Partners Asset Management LLC | 0.08% | Reduce -4.2% | 10,518 | $528K |
| Sound Income Strategies, LLC | 0.04% | Add +418.0% | 10,489 | $526K |
| Northwest Investment Counselors, LLC | 0.13% | No change | 10,481 | $526K |
| Bluesphere Advisors LLC | 0.29% | Reduce -20.9% | 10,479 | $526K |
| Titleist Asset Management, LLC | 0.09% | New | 10,477 | $526K |
| Beacon Financial Advisory LLC | 0.25% | Reduce -3.2% | 10,447 | $524K |
| Lanham O'Dell & Company, Inc. | 0.27% | New | 32,526 | $524K |
| Advisor Resource Council | 0.22% | Reduce -87.9% | 10,928 | $524K |
| Steward Partners Investment Solutions, LLC | 0.09% | New | 10,427 | $523K |
| Peak Asset Management, LLC | 0.10% | Reduce -60.0% | 10,389 | $521K |
| Kelleher Financial Advisors | 0.22% | No change | 10,365 | $520K |
| Detalus Advisors, LLC | 0.18% | Add +0.8% | 10,279 | $516K |
| Yoder Wealth Management, Inc. | 0.34% | No change | 10,275 | $515K |
| Clayton Financial Group LLC | 0.23% | New | 10,232 | $513K |
| PBMares Wealth Management LLC | 0.13% | Reduce -23.7% | 10,216 | $513K |
| Carnegie Investment Counsel | 0.02% | Reduce -10.1% | 10,199 | $512K |
| Trexquant Investment LP | 0.01% | New | 10,193 | $511K |
| Grandfield & Dodd, LLC | 0.03% | Add +3.0% | 10,112 | $507K |
| Zions Bancorporation, N.A. | 0.04% | Reduce -25.1% | 10,105 | $507K |
| Cable Hill Partners, LLC | 0.06% | No change | 10,709 | $505K |
| First County Bank | 0.25% | Reduce -16.4% | 10,060 | $505K |
| Redmond Asset Management, LLC | 0.16% | Reduce -1.2% | 10,051 | $504K |
| S.A. Mason LLC | 0.30% | No change | 10,041 | $504K |
| Valley Forge Investment Consultants Inc. Adv | 0.20% | Reduce -11.0% | 10,026 | $503K |
| Louisbourg Investments Inc. | 0.14% | No change | 10,000 | $502K |
| Lebenthal Global Advisors, LLC | 0.11% | Reduce -80.5% | 9,954 | $499K |
| MeadowBrook Investment Advisors LLC | 0.47% | Reduce -1.0% | 9,926 | $498K |
| Intelligent Financial Strategies | 0.31% | Add +1463.6% | 9,913 | $497K |
| Crown Wealth Group, LLC | 0.26% | New | 9,890 | $496K |
| Ledyard National Bank | 0.05% | Reduce -4.0% | 9,873 | $495K |
| Montag A & Associates Inc. | 0.02% | No change | 9,777 | $491K |
| Heritage Wealth Advisors | 0.02% | Add +0.6% | 9,749 | $489K |
| Ellsworth Advisors, LLC | 0.14% | Reduce -13.1% | 10,069 | $489K |
| Godsey & Gibb, Inc. | 0.05% | Add +5.2% | 9,735 | $488K |
| First Foundation Advisors | 0.02% | Reduce -1.5% | 9,713 | $487K |
| Mustard Seed Financial, LLC | 0.49% | Add +0.1% | 9,692 | $486K |
| Family Capital Management, Inc. | 0.34% | Add +22.9% | 9,689 | $486K |
| GFS Advisors, LLC | 0.08% | Reduce -50.9% | 9,659 | $485K |
| VeraBank, N.A. | 0.15% | Reduce -0.3% | 9,622 | $483K |
| Burney Co./ | 0.02% | Reduce -2.0% | 9,584 | $481K |
| Tudor Investment Corporation | 0.01% | Add +32.5% | 9,489 | $476K |
| Private Wealth Group, LLC | 0.24% | No change | 9,356 | $469K |
| Anchor Investment Management, LLC | 0.05% | Add +0.6% | 9,302 | $467K |
| Wealth Group Ltd | 0.14% | Add +59.6% | 9,231 | $465K |
| Fortis Capital Advisors, LLC | 0.19% | Reduce -7.7% | 9,219 | $463K |
| SageView Advisory Group, LLC | 0.02% | Reduce -93.8% | 5,729 | $461K |
| Alexander Randolph Advisory, Inc. | 0.40% | Add +2.8% | 9,100 | $457K |
| Elm Partners Management LLC | 0.04% | New | 9,097 | $456K |
| Norwood Financial Corp | 0.66% | Add +11.7% | 9,066 | $455K |
| Custos Family Office, LLC | 0.23% | Reduce -10.3% | 9,010 | $452K |
| Icon Wealth Advisors, LLC | 0.04% | Reduce -1.1% | 8,959 | $449K |
| SeaBridge Investment Advisors LLC | 0.12% | No change | 8,959 | $449K |
| Talisman Wealth Advisors LLC | 0.56% | Add +0.3% | 8,903 | $447K |
| First National Bank Sioux Falls | 0.24% | Reduce -1.0% | 8,903 | $447K |
| Hibernia Wealth Partners, LLC | 0.30% | Add +6.9% | 8,895 | $446K |
| Exchange Capital Management, Inc. | 0.07% | Add +2.7% | 8,808 | $442K |
| TL Private Wealth | 0.22% | Add +0.6% | 8,841 | $442K |
| 1832 Asset Management L.P. | 0.00% | Add +29.5% | 8,778 | $440K |
| RAM Investment Partners, LLC | 0.14% | New | 8,765 | $440K |
| Adirondack Trust Co. | 0.18% | No change | 8,763 | $440K |
| GEM Asset Management, LLC | 0.30% | Add +1.8% | 9,178 | $439K |
| DB Fitzpatrick & Co, Inc | 0.40% | Add +11.4% | 8,732 | $438K |
| Investment Advisory Group, LLC | 0.18% | Add +2.4% | 8,718 | $437K |
| Monarch Capital Management Inc. | 0.12% | No change | 8,712 | $437K |
| Keyes, Stange & Wooten Wealth Management, LLC | 0.38% | No change | 8,686 | $436K |
| Schorn Wealth LLC | 0.16% | Add +24.7% | 8,684 | $436K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -0.6% | 8,669 | $435K |
| Unionview, LLC | 0.36% | Add +0.5% | 8,659 | $434K |
| Lincoln Capital LLC | 0.10% | Add +1.9% | 8,655 | $434K |
| Financial Alternatives, Inc | 0.34% | Add +9.8% | 8,639 | $433K |
| Fourpath Capital Management, LLC | 0.30% | Add +2.6% | 8,571 | $430K |
| Garden State Investment Advisory Services LLC | 0.16% | Reduce -1.4% | 8,576 | $429K |
| Total Wealth Planning, LLC | 0.07% | Add +2.1% | 8,535 | $428K |
| Good Life Advisors, LLC | 0.04% | Reduce -53.2% | 8,533 | $428K |
| J. W. Coons Advisors, LLC | 0.08% | Add +0.1% | 8,530 | $428K |
| CWS Financial Advisors, LLC | 0.17% | New | 8,509 | $427K |
| FirstPurpose Wealth LLC | 0.15% | Add +3.7% | 8,648 | $426K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -48.7% | 8,470 | $425K |
| B & T Capital Management DBA Alpha Capital Management | 0.08% | Reduce -0.5% | 8,464 | $425K |
| Acas, LLC | 0.41% | Reduce -16.1% | 8,461 | $424K |
| Pioneer Wealth Management Group | 0.24% | Reduce -16.7% | 8,458 | $424K |
| First United Bank & Trust | 0.16% | Reduce -2.3% | 8,438 | $423K |
| Next Level Private LLC | 0.19% | No change | 8,426 | $423K |
| Criterion Capital Advisors, LLC | 0.28% | Add +8.4% | 8,408 | $422K |
| Avaii Wealth Management, LLC | 0.25% | Add +4.3% | 8,372 | $420K |
| Formidable Asset Management, LLC | 0.07% | Reduce -10.0% | 8,304 | $417K |
| New England Private Wealth Advisors LLC | 0.07% | Add +0.2% | 8,320 | $416K |
| Harmony Asset Management LLC | 0.17% | New | 8,286 | $416K |
| Client 1ST Advisory Group, LLC | 0.19% | No change | 8,275 | $415K |
| Modern Wealth Management, LLC | 0.04% | New | 8,261 | $414K |
| Fermata Advisors, LLC | 0.09% | Add +0.1% | 8,223 | $413K |
| TBH Global Asset Management, LLC | 0.08% | No change | 8,222 | $412K |
| DRW Securities, LLC | 0.02% | Reduce -93.7% | 8,218 | $412K |
| Capital Group Private Client Services, Inc. | 0.00% | Add +22.7% | 8,203 | $412K |
| Park Place Capital Corp | 0.15% | Add +0.1% | 8,146 | $409K |
| Cardinal Point Capital Management ULC | 0.08% | Add +37.0% | 8,144 | $409K |
| Keating Wealth Management LLC | 0.24% | No change | 8,104 | $407K |
| Wealth Alliance, LLC | 0.05% | Add +0.2% | 8,089 | $406K |
| Beacon Bank & Trust | 0.10% | Reduce -6.1% | 8,056 | $404K |
| Wealth Dimensions Group, Ltd. | 0.12% | Add +0.2% | 8,044 | $404K |
| Asset Management Group, Inc. | 0.06% | Add +16.0% | 8,009 | $402K |
| Gries Financial LLC | 0.07% | Add +65.8% | 7,988 | $401K |
| Coppell Advisory Solutions Corp. | 0.08% | — | 7,963 | $399K |
| Kingdom Financial Group LLC. | 0.28% | Add +65.5% | 7,910 | $397K |
| Wellspring Financial Advisors, LLC | 0.06% | Add +0.5% | 7,907 | $397K |
| Bank of Marin | 0.35% | No change | 7,902 | $396K |
| Boston Trust Walden Corp | 0.00% | No change | 7,891 | $396K |
| Transcend Capital Advisors, LLC | 0.03% | Add +24.6% | 7,861 | $394K |
| Lam Group, Inc. | 0.32% | Add +0.1% | 7,854 | $394K |
| Glenview Trust Co | 0.01% | Reduce -21.9% | 7,850 | $394K |
| Invst, LLC | 0.05% | Reduce -8.0% | 7,877 | $394K |
| Compass Financial Group, INC | 0.09% | Reduce -19.2% | 7,829 | $393K |
| One Wealth Map LLC | 0.26% | Reduce -29.4% | 8,097 | $392K |
| Front Row Advisors LLC | 0.15% | Add +60.0% | 7,802 | $391K |
| Richard P Slaughter Associates Inc | 0.09% | New | 7,775 | $390K |
| Key Client Fiduciary Advisors, LLC | 0.21% | Add +17.6% | 7,774 | $390K |
| Shakespeare Wealth Management, LLC | 0.11% | No change | 7,749 | $389K |
| BlackRock Inc. | 0.00% | Reduce -95.5% | 7,740 | $388K |
| Ruedi Wealth Management, Inc. | 0.16% | Add +4.2% | 7,711 | $387K |
| Navalign, LLC | 0.13% | Reduce -41.4% | 7,708 | $387K |
| Baldwin Investment Management, LLC | 0.05% | Add +6.7% | 7,702 | $386K |
| Beam Wealth Advisors, Inc. | 0.23% | Add +0.2% | 7,686 | $386K |
| Holistic Financial Partners | 0.20% | No change | 7,659 | $384K |
| Emerald Advisors, LLC | 0.07% | Add +11.1% | 7,659 | $384K |
| Sonoma Private Wealth LLC | 0.62% | Add +2.7% | 7,625 | $383K |
| Cape Investment Advisory, Inc. | 0.18% | Reduce -8.4% | 7,611 | $382K |
| JPL Wealth Management, LLC | 0.21% | New | 7,574 | $380K |
| Capital Advisors Inc. | 0.01% | Add +6.7% | 7,549 | $379K |
| Atlas Brown,Inc. | 0.14% | New | 7,538 | $378K |
| Onyx Bridge Wealth Group LLC | 0.07% | Add +0.7% | 7,735 | $378K |
| Mitchell Capital Management Co. | 0.07% | No change | 7,519 | $377K |
| First Merchants Corp. | 0.03% | Add +75.8% | 7,506 | $377K |
| Sharper & Granite LLC | 0.18% | Add +6.0% | 7,545 | $375K |
| Watchman Group, Inc. | 0.11% | No change | 7,472 | $375K |
| Realta Investment Advisors | 0.08% | Add +36.7% | 7,470 | $375K |
| Fielder Capital Group LLC | 0.17% | Reduce -11.3% | 7,468 | $375K |
| Collaborative Wealth Managment Inc. | 0.19% | Add +16.8% | 7,418 | $372K |
| Horan Securities, Inc. | 0.18% | Reduce -6.2% | 7,418 | $372K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.18% | Reduce -0.6% | 7,380 | $370K |
| Schmidt P J Investment Management Inc. | 0.07% | New | 7,380 | $370K |
| TD Capital Management LLC | 0.04% | Reduce -52.3% | 7,379 | $370K |
| McDaniel Terry & Co. | 0.03% | No change | 7,372 | $370K |
| Klingenstein Fields & Co. LP | 0.02% | No change | 7,330 | $368K |
| WR Wealth Planners, LLC | 0.11% | Reduce -4.2% | 7,291 | $366K |
| McGlone Suttner Wealth Management, Inc. | 0.07% | Reduce -10.6% | 7,277 | $365K |
| VitalStone Financial, LLC | 0.28% | Add +635.0% | 7,277 | $365K |
| Clarity Financial LLC | 0.06% | New | 7,273 | $365K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +1.1% | 7,262 | $364K |
| Awm Capital, LLC | 0.06% | Add +7.8% | 7,220 | $362K |
| Hill Investment Group Partners, LLC | 0.05% | No change | 7,214 | $362K |
| Physician Wealth Advisors, Inc. | 0.08% | Add +0.1% | 7,563 | $362K |
| Carmel Capital Partners, LLC | 0.15% | New | 7,208 | $362K |
| Foster & Motley Inc. | 0.02% | Add +34.4% | 7,184 | $360K |
| Provenance Wealth Advisors, LLC | 0.05% | Reduce -6.0% | 7,171 | $360K |
| True North Advisors, LLC | 0.10% | Reduce -6.8% | 7,145 | $358K |
| Girard Partners LTD. | 0.03% | Reduce -5.5% | 7,099 | $356K |
| Stanley-Laman Group, Ltd. | 0.05% | Add +3.0% | 7,085 | $355K |
| Renasant Bank | 0.25% | Add +0.0% | 7,052 | $354K |
| Howe & Rusling Inc. | 0.03% | Add +15.7% | 7,037 | $353K |
| Tillman Hartley LLC | 0.12% | Add +4.8% | 6,984 | $350K |
| Impact Partnership Wealth, LLC | 0.14% | Reduce -28.6% | 6,978 | $350K |
| Napa Wealth Management | 0.18% | Add +1.0% | 6,971 | $350K |
| Family Investment Center, Inc. | 0.11% | Reduce -6.0% | 6,967 | $350K |
| Bank of Nova Scotia | 0.00% | No change | 6,945 | $348K |
| BCS Wealth Management | 0.11% | Reduce -1.0% | 6,932 | $348K |
| Westover Capital Advisors, LLC | 0.10% | Reduce -0.1% | 6,930 | $348K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -24.4% | 6,885 | $345K |
| Mechanics Bank Trust Department | 0.05% | Reduce -2.1% | 6,834 | $343K |
| Bright Futures Wealth Management, LLC. | 0.18% | — | 6,910 | $341K |
| First Interstate Bank | 0.02% | Reduce -20.4% | 6,765 | $339K |
| Maple Capital Management, Inc. | 0.03% | Add +24.5% | 6,750 | $339K |
| Clarity Wealth Advisors, LLC | 0.11% | Reduce -1.2% | 6,746 | $338K |
| OneAscent Wealth Management LLC | 0.13% | Add +10.4% | 6,743 | $338K |
| Marks Group Wealth Management, Inc | 0.04% | No change | 6,735 | $338K |
| Heritage Investors Management Corp. | 0.01% | New | 6,681 | $335K |
| Pasadena Private Wealth, LLC | 0.08% | No change | 6,675 | $335K |
| American State Bank (Iowa) | 0.22% | No change | 6,658 | $334K |
| LCNB Corp. | 0.12% | Add +17.7% | 6,649 | $334K |
| HHM Wealth Advisors, LLC | 0.05% | Reduce -1.6% | 6,629 | $333K |
| Inspire Advisors, LLC | 0.05% | Add +23.9% | 6,622 | $332K |
| TCI Wealth Advisors, Inc. | 0.03% | Reduce -8.4% | 6,617 | $332K |
| Atlas Capital Advisors Inc. | 0.05% | Add +123.9% | 6,615 | $332K |
| Foguth Wealth Management, LLC. | 0.18% | — | 6,609 | $332K |
| Kowal Investment Group, LLC | 0.07% | Add +1.7% | 6,573 | $330K |
| Penobscot Investment Management Company, Inc. | 0.03% | Add +15.7% | 6,563 | $329K |
| Pin Oak Investment Advisors Inc. | 0.32% | Reduce -10.9% | 6,560 | $329K |
| Grey Street Capital, LLC | 0.04% | Add +37.9% | 6,550 | $329K |
| Arkos Global Advisors | 0.05% | Add +1.1% | 6,511 | $327K |
| First Business Financial Services, Inc. | 0.04% | Reduce -0.2% | 6,514 | $327K |
| Gibson Capital, LLC | 0.07% | No change | 6,503 | $326K |
| Koesten, Hirschmann & Crabtree, INC. | 0.21% | Reduce -2.1% | 6,496 | $326K |
| Disciplined Investments, LLC | 0.18% | Add +0.7% | 6,473 | $325K |
| Brown Financial Advisory | 0.25% | Reduce -1.1% | 6,471 | $325K |
| Alpha Cubed Investments, LLC | 0.02% | Reduce -91.1% | 6,364 | $319K |
| Hyman Charles D | 0.02% | No change | 6,359 | $319K |
| Concorde Asset Management, LLC | 0.22% | Reduce -29.3% | 6,348 | $318K |
| Patton Albertson Miller Group, LLC | 0.05% | Reduce -1.7% | 6,340 | $318K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -84.6% | 6,337 | $318K |
| Bank Ozk | 0.14% | Add +4.1% | 6,331 | $318K |
| NWF Advisory Services Inc. | 0.05% | New | 6,307 | $316K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -2.7% | 6,241 | $313K |
| GAMMA Investing LLC | 0.06% | Add +68.2% | 6,227 | $312K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | No change | 6,169 | $309K |
| SlateStone Wealth, LLC | 0.03% | New | 6,168 | $309K |
| Melfa Wealth Management, Inc. | 0.22% | New | 6,148 | $308K |
| Financial Partners Group, LLC | 0.12% | Add +22.6% | 6,143 | $308K |
| S&co Inc. | 0.02% | No change | 6,150 | $308K |
| Austin Asset Management Co Inc | 0.07% | Add +2.5% | 6,126 | $307K |
| Money Concepts Capital Corp. | 0.03% | Add +46.4% | 6,124 | $307K |
| Atwater Malick LLC | 0.11% | No change | 6,121 | $307K |
| Retirement Income Solutions, Inc. | 0.07% | Add +10.6% | 6,070 | $305K |
| Derbend Asset Management | 0.15% | No change | 6,067 | $304K |
| Darden Wealth Group Inc | 0.24% | Add +5.4% | 6,042 | $303K |
| Bfsg, LLC | 0.04% | Reduce -0.1% | 6,027 | $302K |
| Proficio Capital Partners LLC | 0.03% | Reduce -5.2% | 6,000 | $301K |
| Clarus Group, Inc. | 0.21% | Reduce -0.7% | 5,986 | $300K |
| NTV Asset Management LLC | 0.05% | No change | 5,983 | $300K |
| Evernest Financial Advisors, LLC | 0.14% | New | 6,254 | $299K |
| Seascape Capital Management | 0.11% | Reduce -13.7% | 5,967 | $299K |
| O'Connor Financial Group LLC | 0.18% | Reduce -54.1% | 5,947 | $298K |
| Slagle Financial, LLC | 0.16% | Reduce -45.7% | 5,919 | $297K |
| Rathbones Group PLC | 0.00% | No change | 5,900 | $296K |
| Providence Capital Advisors, LLC | 0.06% | Add +1.4% | 5,894 | $296K |
| Newman Dignan & Sheerar, Inc. | 0.08% | No change | 5,875 | $295K |
| Selective Wealth Management, Inc. | 0.13% | No change | 5,974 | $294K |
| Able Wealth Management LLC | 0.26% | Reduce -26.6% | 5,831 | $293K |
| ProVise Management Group, LLC | 0.03% | Reduce -27.6% | 5,824 | $292K |
| Coordinated Financial Services, Inc. | 0.26% | — | 5,814 | $292K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 5,816 | $291K |
| Market Street Wealth Management Advisors LLC | 0.05% | Reduce -2.3% | 5,793 | $291K |
| Spinnaker Trust | 0.02% | Add +9.8% | 5,788 | $290K |
| Astoria Portfolio Advisors LLC. | 0.11% | Reduce -4.7% | 5,989 | $290K |
| Earned Wealth Advisors, LLC | 0.11% | New | 5,762 | $289K |
| Frisch Financial Group, Inc. | 0.10% | Reduce -13.9% | 5,769 | $289K |
| McIlrath & Eck, LLC | 0.05% | Add +16.5% | 5,742 | $288K |
| Imprint Wealth LLC | 0.07% | New | 5,764 | $288K |
| One Charles Private Wealth Services, LLC | 0.13% | Add +2.2% | 5,724 | $287K |
| Silver Oak Advisory Group, Inc. | 0.16% | No change | 5,710 | $287K |
| KKM Financial LLC | 0.14% | Reduce -1.0% | 5,713 | $287K |
| Auxano Advisors, LLC | 0.08% | New | 5,710 | $286K |
| Willow Creek Wealth Management Inc. | 0.03% | New | 5,710 | $286K |
| Athena Investment Management | 0.17% | No change | 5,700 | $286K |
| Horan Capital Advisors, LLC. | 0.10% | Add +0.0% | 5,692 | $286K |
| UNIVEST FINANCIAL Corp | 0.08% | Reduce -7.2% | 5,687 | $285K |
| Palo Alto Wealth Advisors, LLC | 0.20% | Add +5.6% | 5,677 | $285K |
| MKT Advisors LLC | 0.16% | Add +0.1% | 5,784 | $285K |
| Seeds Investor LLC | 0.26% | New | 5,660 | $284K |
| Cooper Financial Group | 0.05% | New | 5,646 | $283K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Reduce -6.4% | 5,624 | $282K |
| Mraz, Amerine & Associates, Inc. | 0.05% | No change | 5,611 | $282K |
| FLC Capital Advisors | 0.07% | No change | 5,555 | $279K |
| Guidance Point Advisors, LLC | 0.09% | Add +0.6% | 5,544 | $278K |
| Occidental Asset Management, LLC | 0.05% | Reduce -11.6% | 5,514 | $277K |
| Vickerman Investment Advisors, Inc. | 0.09% | Reduce -1.2% | 5,513 | $277K |
| High Note Wealth, LLC | 0.09% | No change | 5,503 | $276K |
| Chilton Investment Co. Inc. | 0.01% | No change | 5,483 | $275K |
| Idaho Trust Co | 0.26% | New | 5,458 | $274K |
| Fingerlakes Wealth Management, Inc. | 0.26% | Add +3.4% | 5,458 | $274K |
| Alpha Omega Wealth Management LLC | 0.05% | Reduce -20.2% | 5,458 | $274K |
| Gateway Wealth Partners, LLC | 0.10% | New | 5,440 | $273K |
| Caitlin John, LLC | 0.21% | Add +8.2% | 5,439 | $273K |
| WMG Financial Advisors, LLC | 0.16% | New | 5,436 | $273K |
| Gradient Investments LLC | 0.01% | Add +5.6% | 5,422 | $272K |
| Harbor Group, Inc. | 0.07% | Reduce -11.4% | 5,409 | $271K |
| Stonebridge Capital Advisors LLC | 0.02% | Reduce -19.2% | 5,375 | $270K |
| Mainsail Asset Management, LLC | 0.22% | Add +8.1% | 5,371 | $269K |
| Greenwood Capital Associates LLC | 0.04% | No change | 5,354 | $269K |
| Obsidian Cio, LLC | 0.07% | Add +7.2% | 5,352 | $269K |
| Wallace Capital Management Inc. | 0.04% | No change | 5,352 | $269K |
| Geometric Wealth Advisors | 0.06% | Add +1.1% | 5,337 | $268K |
| Sterling Investment Advisors LLC | 0.16% | Add +0.4% | 5,329 | $267K |
| AA Financial Advisors, LLC | 0.11% | Add +11.4% | 5,320 | $267K |
| Prostatis Group LLC | 0.10% | New | 5,315 | $267K |
| OMNI 360 Wealth, Inc. | 0.22% | No change | 5,312 | $267K |
| Atlantic Private Wealth, LLC | 0.22% | No change | 5,289 | $265K |
| WealthCollab, LLC | 0.20% | No change | 5,286 | $265K |
| ORBA Wealth Advisors, L.L.C. | 0.15% | No change | 5,254 | $264K |
| Fortis Capital Management LLC | 0.07% | Add +2.9% | 5,248 | $263K |
| Capital Planning LLC | 0.09% | No change | 5,239 | $263K |
| FWG Investments, LLC. | 0.28% | Reduce -3.5% | 5,224 | $262K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | Add +10.1% | 5,223 | $262K |
| Investors Research Corp | 0.06% | Add +5.2% | 5,222 | $262K |
| Aft, Forsyth & Company, Inc. | 0.15% | No change | 5,200 | $261K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +11.2% | 5,196 | $261K |
| Shore Point Advisors, LLC | 0.15% | Add +1.0% | 5,182 | $260K |
| G&S Capital LLC | 0.12% | No change | 5,145 | $258K |
| Salem Investment Counselors Inc. | 0.01% | Add +3.8% | 5,119 | $257K |
| Nvest Financial, LLC | 0.17% | Add +5.2% | 5,114 | $257K |
| Sequent Planning LLC | 0.09% | — | 5,112 | $256K |
| Strategic Advocates LLC | 0.10% | Reduce -51.7% | 5,102 | $256K |
| Ti-Trust, Inc. | 0.19% | No change | 5,076 | $255K |
| Fortitude Advisory Group L.L.C. | 0.14% | Reduce -4.6% | 5,030 | $252K |
| Fsa Wealth Partners, Inc. | 0.06% | Reduce -0.1% | 5,029 | $252K |
| Stokes Capital Advisors, LLC | 0.07% | Reduce -5.6% | 5,021 | $252K |
| Excalibur Management Corp. | 0.11% | Reduce -42.4% | 4,998 | $251K |
| Cascade Investment Group, Inc. | 0.19% | No change | 4,971 | $249K |
| Evensky & Katz LLC | 0.02% | Add +0.1% | 4,967 | $249K |
| Private Advisory Group LLC | 0.04% | Add +7.5% | 4,945 | $248K |
| Guardian Asset Advisors, LLC | 0.21% | New | 4,938 | $248K |
| PCG Wealth Advisors, LLC | 0.12% | Add +5.8% | 4,906 | $246K |
| Embree Financial Group | 0.05% | Reduce -14.4% | 4,904 | $246K |
| Zullo Investment Group, Inc. | 0.12% | Reduce -15.4% | 4,901 | $246K |
| jvl associates llc | 0.10% | New | 4,897 | $246K |
| Spirepoint Private Client, LLC | 0.04% | — | 4,896 | $246K |
| LexAurum Advisors, LLC | 0.06% | Reduce -29.3% | 4,892 | $245K |
| Bill Few Associates, Inc. | 0.10% | No change | 4,860 | $244K |
| Hexagon Capital Partners LLC | 0.05% | Add +9.9% | 4,851 | $243K |
| Lockerman Financial Group, Inc. | 0.46% | Add +1.6% | 4,844 | $243K |
| Harbour Investment Management LLC | 0.11% | New | 4,829 | $242K |
| Rovin Capital /Ut/ | 0.10% | Add +2.8% | 4,818 | $242K |
| Legacy Wealth Asset Management, LLC | 0.07% | No change | 4,818 | $242K |
| IAG Wealth Partners, LLC | 0.05% | Reduce -9.4% | 4,804 | $241K |
| Caldwell Sutter Capital, Inc. | 0.12% | Add +8.5% | 4,783 | $240K |
| Destination Wealth Management | 0.01% | Reduce -37.2% | 4,782 | $240K |
| Blue Zone Wealth Advisors, LLC | 0.08% | Add +1.8% | 4,762 | $239K |
| Ameraudi Asset Management, Inc. | 0.11% | No change | 4,743 | $238K |
| Northwest Quadrant Wealth Management, LLC | 0.06% | New | 4,709 | $236K |
| Wit, LLC | 7.19% | Reduce -5.7% | 4,706 | $236K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.10% | New | 4,695 | $236K |
| Lakeridge Wealth Management LLC | 0.15% | New | 4,688 | $235K |
| Quantitative Strategies, Inc. | 0.13% | Add +0.9% | 4,632 | $232K |
| Investmark Advisory Group LLC | 0.13% | Add +6.1% | 4,614 | $231K |
| B.O.S.S. Retirement Advisors, LLC | 0.09% | New | 4,832 | $231K |
| National Wealth Management Group, LLC | 0.18% | Reduce -3.7% | 4,583 | $230K |
| Lyell Wealth Management, LP | 0.02% | New | 4,582 | $230K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.10% | Reduce -50.6% | 4,635 | $228K |
| Fiduciary Alliance LLC | 0.04% | Add +0.5% | 4,558 | $228K |
| Reynders McVeigh Capital Management, LLC | 0.01% | Reduce -3.3% | 4,519 | $227K |
| Truvestments Capital LLC | 0.09% | Add +0.6% | 4,514 | $226K |
| Marotta Asset Management | 0.05% | Add +1.9% | 4,512 | $226K |
| Alkeme Wealth, LLC | 0.10% | No change | 4,556 | $226K |
| Greenwich Wealth Management LLC | 0.02% | Reduce -3.2% | 4,481 | $225K |
| Brown Miller Wealth Management, LLC | 0.10% | No change | 4,484 | $225K |
| Meridian Financial Advisors, LLC | 0.17% | No change | 4,479 | $225K |
| LaSalle St. Investment Advisors, LLC | 0.13% | New | 4,475 | $224K |
| Biechele Royce Advisors | 0.07% | Reduce -6.2% | 4,450 | $224K |
| Members Trust Co | 0.01% | New | 4,457 | $224K |
| XML Financial, LLC | 0.02% | Add +0.5% | 4,457 | $224K |
| WealthTrust Axiom LLC | 0.07% | No change | 4,426 | $222K |
| SkyOak Wealth, LLC | 0.05% | New | 4,406 | $221K |
| Mason Investment Advisory Services, Inc. | 0.02% | No change | 4,400 | $221K |
| Financial Guidance Group, Inc. | 0.14% | No change | 4,397 | $221K |
| Greenup Street Wealth Management LLC | 0.06% | Reduce -18.8% | 4,374 | $219K |
| FreeGulliver LLC | 0.19% | No change | 4,370 | $219K |
| Argent Advisors, Inc. | 0.09% | No change | 4,367 | $219K |
| Cedrus LLC | 0.12% | Reduce -0.1% | 4,365 | $219K |
| Cahaba Wealth Management, Inc. | 0.02% | Add +0.3% | 4,356 | $219K |
| Truefg, LLC | 0.08% | No change | 4,356 | $219K |
| Cadence Wealth Management LLC | 0.22% | Add +0.5% | 4,351 | $218K |
| Hubbell Strickland Wealth Management, LLC | 0.11% | New | 4,254 | $217K |
| Sather Financial Group Inc | 0.02% | No change | 4,314 | $216K |
| AIFG Consultants Ltd. | 0.16% | Add +0.1% | 4,306 | $216K |
| Advisory Alpha, LLC | 0.01% | New | 4,305 | $216K |
| Mayfair Advisory Group, LLC | 0.16% | New | 4,294 | $215K |
| Trust Point Inc. | 0.02% | No change | 4,294 | $215K |
| EPG Wealth Management LLC | 0.05% | New | 4,281 | $215K |
| Claret Asset Management Corp | 0.04% | No change | 4,256 | $214K |
| Alta Wealth Advisors LLC | 0.11% | Reduce -1.7% | 4,236 | $213K |
| USAdvisors Wealth Management, LLC | 0.08% | Reduce -2.6% | 4,229 | $212K |
| DF Dent & Co. Inc. | 0.00% | No change | 4,202 | $211K |
| MBL Wealth, LLC | 0.02% | New | 4,196 | $211K |
| Pettyjohn, Wood & White, Inc. | 0.04% | New | 4,194 | $210K |
| Benedetti & Gucer, Inc. | 0.10% | New | 4,183 | $210K |
| RIA Advisory Group LLC | 0.08% | New | 4,182 | $210K |
| Wallace Advisory Group, LLC | 0.16% | New | 4,374 | $210K |
| Bernardo Wealth Planning LLC | 0.06% | New | 4,171 | $209K |
| SC&H Financial Advisors, Inc. | 0.05% | Reduce -4.6% | 4,156 | $209K |
| Cornerstone Advisory, LLC | 0.03% | New | 4,148 | $208K |
| GW&K Investment Management, LLC | 0.00% | Add +62.5% | 4,119 | $207K |
| Catalyst Private Wealth, LLC | 0.11% | New | 4,097 | $206K |
| Range Financial Group LLC | 0.11% | Reduce -43.6% | 4,081 | $205K |
| Elk River Wealth Management LLC | 0.04% | Reduce -71.5% | 4,075 | $204K |
| Prudent Investors Network, Inc. | 0.08% | — | 4,063 | $204K |
| Cedar Point Capital Partners, LLC | 0.15% | Reduce -4.1% | 4,043 | $203K |
| Accretive Wealth Partners, LLC | 0.09% | New | 4,085 | $202K |
| Eastover Investment Advisors LLC | 0.10% | New | 4,032 | $202K |
| Greenfield Savings Bank | 0.11% | New | 4,027 | $202K |
| Community Bank & Trust, Waco, Texas | 0.05% | New | 4,000 | $201K |
| Hedges Asset Management LLC | 0.14% | New | 4,000 | $201K |
| Rock Point Advisors, LLC | 0.06% | New | 4,000 | $201K |
| LVW Advisors, LLC | 0.03% | New | 3,995 | $200K |
| Pavion Blue Capital, LLC | 0.10% | New | 3,995 | $200K |
| Werba Rubin Papier Wealth Management | 0.06% | New | 3,993 | $200K |
| Northwest Capital Management Inc | 0.06% | No change | 3,947 | $198K |
| Nordwand Advisors, LLC | 0.08% | Add +105.5% | 3,905 | $196K |
| Tucker Asset Management LLC | 0.05% | Add +42.8% | 3,896 | $195K |
| GoalVest Advisory LLC | 0.06% | Reduce -4.2% | 3,864 | $194K |
| Balefire, LLC | 0.07% | Add +12.1% | 3,860 | $194K |
| GeoWealth Management, LLC | 0.01% | Add +47.4% | 3,814 | $191K |
| Future Financial Wealth Managment LLC | 0.15% | New | 3,799 | $191K |
| Hazlett, Burt & Watson, Inc. | 0.11% | Add +109.3% | 3,772 | $189K |
| Institutional & Family Asset Management, LLC | 0.03% | Add +88.2% | 3,747 | $188K |
| Duncker Streett & Co. Inc. | 0.04% | No change | 3,739 | $188K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | Reduce -0.1% | 3,686 | $185K |
| Brown, Lisle/Cummings, Inc. | 0.06% | No change | 3,642 | $183K |
| Global Wealth Strategies & Associates | 0.07% | Add +47.5% | 3,614 | $181K |
| United Community Bank | 0.07% | Reduce -12.3% | 3,564 | $179K |
| TCTC Holdings, LLC | 0.01% | No change | 3,560 | $179K |
| Spotlight Asset Group, Inc. | 0.13% | No change | 3,519 | $177K |
| Old Second National Bank of Aurora | 0.05% | Reduce -41.9% | 3,464 | $174K |
| DHJJ Financial Advisors, Ltd. | 0.08% | Reduce -0.6% | 3,451 | $173K |
| Concord Wealth Partners | 0.03% | Add +11400.0% | 3,450 | $173K |
| American National Bank & Trust | 0.02% | Add +715.9% | 3,443 | $173K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1322.5% | 3,414 | $171K |
| Colonial Trust Co / SC | 0.03% | Reduce -5.3% | 3,378 | $169K |
| Gables Capital Management Inc. | 0.09% | Add +34.8% | 3,350 | $168K |
| Rowlandmiller & Partners.adv | 0.04% | No change | 3,311 | $166K |
| TruNorth Capital Management, LLC | 0.06% | — | 3,294 | $165K |
| Central Pacific Bank - Trust Division | 0.02% | — | 3,279 | $164K |
| Glen Eagle Advisors, LLC | 0.03% | No change | 3,173 | $159K |
| Union Savings Bank | 0.08% | No change | 3,154 | $158K |
| Indiana Trust & Investment Management Co | 0.06% | No change | 3,140 | $158K |
| Blue Bell Private Wealth Management, LLC | 0.03% | Add +26.6% | 3,094 | $155K |
| MCF Advisors LLC | 0.01% | Reduce -18.5% | 3,063 | $154K |
| Signature Resources Capital Management, LLC | 0.14% | No change | 3,069 | $147K |
| Harbor Investment Advisory, LLC | 0.01% | Add +46.2% | 2,755 | $138K |
| Rothschild Investment LLC | 0.01% | Add +828.5% | 2,674 | $134K |
| Colonial Trust Advisors | 0.01% | Reduce -6.9% | 2,642 | $133K |
| Beacon Capital Management, LLC | 0.03% | No change | 2,555 | $128K |
| FRG Family Wealth Advisors LLC | 0.03% | New | 2,639 | $128K |
| RFP Financial Group LLC | 0.05% | No change | 2,488 | $125K |
| Ironwood Wealth Management, LLC. | 0.04% | Reduce -1.3% | 2,482 | $125K |
| Rain Capital Management, LLC | 0.08% | Add +0.6% | 2,273 | $114K |
| Pacifica Partners Inc. | 0.05% | Reduce -4.0% | 2,158 | $108K |
| BNP Paribas Financial Markets | 0.00% | Add +1.4% | 2,028 | $102K |
| Bruce G. Allen Investments, LLC | 0.08% | Add +0.6% | 2,028 | $102K |
| Elevation Wealth Partners, LLC | 0.05% | Reduce -1.7% | 1,999 | $100K |
| TFC Financial Management, Inc. | 0.02% | Reduce -10.1% | 1,999 | $100K |
| Nemes Rush Group LLC | 0.01% | Add +138.5% | 1,994 | $100K |
| SJS Investment Consulting Inc. | 0.02% | Reduce -6.8% | 1,980 | $99K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 1,873 | $94K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Add +39.7% | 1,872 | $94K |
| Coston, McIsaac & Partners | 0.03% | Add +0.1% | 1,856 | $93K |
| Voisard Asset Management Group, Inc. | 0.05% | No change | 1,852 | $93K |
| HBC Financial Services, PLLC | 0.06% | No change | 1,883 | $91K |
| Main Street Group, LTD | 0.04% | Add +0.2% | 1,785 | $89K |
| Highlander Capital Management, LLC | 0.03% | No change | 1,673 | $84K |
| Macroview Investment Management LLC | 0.09% | Add +0.1% | 1,666 | $84K |
| Wiser Advisor Group LLC | 0.13% | Add +0.2% | 1,649 | $83K |
| Logan Capital Management Inc. | 0.00% | Reduce -65.5% | 1,556 | $78K |
| Bromfield Sneider Wealth Advisors | 0.05% | No change | 1,545 | $78K |
| Richardson Capital Management LLC | 0.06% | Reduce -64.8% | 1,530 | $77K |
| Marquette Asset Management, LLC | 0.01% | No change | 1,524 | $76K |
| Tyler-Stone Wealth Management | 0.03% | Add +24.0% | 1,495 | $75K |
| Global Assets Advisory, LLC | 0.04% | New | 1,491 | $75K |
| NFSG Corp | 0.03% | Reduce -48.5% | 1,477 | $74K |
| West Paces Advisors Inc. | 0.02% | Reduce -4.8% | 1,476 | $74K |
| Advantage Trust Co | 0.05% | No change | 1,465 | $73K |
| Canton Hathaway, LLC | 0.02% | No change | 1,460 | $73K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +259.8% | 1,439 | $72K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | Add +0.6% | 1,401 | $70K |
| Tidemark, LLC | 0.04% | Add +22.1% | 1,387 | $70K |
| Silicon Valley Capital Partners | 0.01% | Add +54.1% | 1,362 | $68K |
| Clear Point Advisors Inc. | 0.06% | Add +0.6% | 1,352 | $68K |
| Tsfg, LLC | 0.02% | Reduce -19.0% | 1,319 | $66K |
| ESL Trust Services, LLC | 0.02% | New | 1,284 | $64K |
| Ransom Advisory, Ltd | 0.03% | — | 1,273 | $64K |
| Ramirez Asset Management, Inc. | 0.01% | No change | 1,255 | $63K |
| Dakota Community Bank & Trust NA | 0.34% | Reduce -1.6% | 1,254 | $63K |
| Rakuten Securities, Inc. | 0.03% | New | 1,249 | $63K |
| Bollard Group LLC | 0.00% | Add +0.6% | 1,168 | $59K |
| Planning Capital Management Corp | 0.04% | No change | 1,152 | $58K |
| Opal Wealth Advisors, LLC | 0.02% | New | 1,141 | $57K |
| Pacific Center for Financial Services | 0.02% | Add +97.5% | 1,106 | $55K |
| Wolff Wiese Magana LLC | 0.05% | No change | 1,046 | $52K |
| Financial Freedom, LLC | 0.03% | No change | 1,015 | $51K |
| Jamison Private Wealth Management, Inc. | 0.01% | Add +78.8% | 998 | $50K |
| Field & Main Bank | 0.02% | No change | 988 | $50K |
| POM Investment Strategies, LLC | 0.04% | No change | 982 | $49K |
| Addison Advisors LLC | 0.02% | Add +28.5% | 928 | $47K |
| Orion Capital Management LLC | 0.02% | No change | 912 | $46K |
| Quent Capital, LLC | 0.01% | New | 908 | $46K |
| LifeSteps Financial, Inc. | 0.03% | New | 879 | $44K |
| FSC Wealth Advisors, LLC | 0.03% | No change | 873 | $44K |
| Rise Advisors, LLC | 0.02% | Add +0.6% | 859 | $43K |
| Valley National Advisers Inc. | 0.01% | No change | 876 | $43K |
| Albion Financial Group | 0.00% | No change | 825 | $41K |
| Your Advocates Ltd., LLP | 0.02% | Reduce -11.8% | 818 | $41K |
| EnRich Financial Partners LLC | 0.01% | New | 800 | $40K |
| Tower View Wealth Management LLC | 0.02% | New | 790 | $40K |
| Kathleen S. Wright Associates Inc. | 0.02% | No change | 788 | $40K |
| LRI Investments, LLC | 0.01% | — | 787 | $39K |
| Piscataqua Savings Bank | 0.03% | No change | 769 | $39K |
| Gen-Wealth Partners Inc | 0.02% | — | 733 | $37K |
| Stone House Investment Management, LLC | 0.01% | New | 684 | $34K |
| Hoese & Co LLP | 0.03% | No change | 685 | $33K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -33.9% | 662 | $33K |
| HighMark Wealth Management LLC | 0.02% | Reduce -63.5% | 661 | $33K |
| Studio Investment Management LLC | 0.01% | New | 658 | $33K |
| Evergreen Private Wealth LLC | 0.02% | No change | 610 | $31K |
| LGT Financial Advisors LLC | 0.04% | Add +0.7% | 606 | $30K |
| Versant Capital Management, Inc | 0.01% | No change | 600 | $30K |
| Community Bank, N.A. | 0.00% | No change | 600 | $30K |
| Paladin Advisory Group, LLC | 0.02% | No change | 572 | $29K |
| Delta Asset Management LLC | 0.00% | No change | 540 | $27K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 539 | $27K |
| Princeton Global Asset Management LLC | 0.01% | No change | 538 | $27K |
| Wetzel Investment Advisors, Inc. | 0.02% | No change | 546 | $26K |
| Partnership Wealth Management, LLC | 0.02% | Add +0.6% | 498 | $25K |
| PFS Partners, LLC | 0.02% | Add +0.4% | 491 | $25K |
| Eukles Asset Management | 0.01% | Add +46.6% | 491 | $25K |
| Atticus Wealth Management, LLC | 0.01% | Reduce -61.6% | 454 | $23K |
| Westside Investment Management, Inc. | 0.01% | No change | 450 | $23K |
| Anfield Capital Management, LLC | 0.01% | New | 449 | $23K |
| Pacific Capital Wealth Advisors, Inc. | 0.01% | Reduce -78.9% | 446 | $22K |
| Register Financial Advisors LLC | 0.01% | New | 437 | $22K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -35.1% | 417 | $20K |
| Dunhill Financial, LLC | 0.01% | No change | 395 | $20K |
| Aspect Partners, LLC | 0.02% | New | 380 | $19K |
| Frazier Financial Advisors, LLC | 0.02% | Reduce -90.2% | 372 | $19K |
| Dagco, Inc. | 0.01% | New | 369 | $19K |
| Syntrinsic LLC | 0.01% | Add +0.6% | 368 | $18K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | Reduce -85.5% | 358 | $18K |
| American Capital Advisory, LLC | 0.02% | Add +828.6% | 390 | $18K |
| Toronto Dominion Bank | 0.00% | No change | 350 | $18K |
| Zeit Capital LLC | 0.01% | No change | 339 | $17K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -56.8% | 344 | $17K |
| CGC Financial Services, LLC | 0.01% | No change | 335 | $17K |
| Ulland Investment Advisors, LLC | 0.01% | No change | 320 | $16K |
| CNB Bank | 0.01% | No change | 300 | $15K |
| Global Trust Asset Management, LLC | 0.01% | No change | 300 | $15K |
| Vima LLC | 0.02% | No change | 320 | $14K |
| Gleason Group, Inc. | 0.00% | Add +0.3% | 284 | $14K |
| Bellevue Asset Management, LLC | 0.01% | Reduce -55.6% | 278 | $14K |
| Mendota Financial Group, LLC | 0.01% | No change | 266 | $13K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | No change | 262 | $13K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 268 | $13K |
| Transcendent Capital Group LLC | 0.01% | Add +0.4% | 253 | $13K |
| Peoples Financial Services Corp. | 0.01% | No change | 234 | $12K |
| Hilltop National Bank | 0.00% | — | 220 | $11K |
| Investment Research & Advisory Group, Inc. | 0.00% | Reduce -72.7% | 192 | $10K |
| Emfo, LLC | 0.01% | New | 178 | $9K |
| Byrne Asset Management LLC | 0.01% | No change | 177 | $9K |
| WFA Asset Management Corp | 0.00% | New | 168 | $8K |
| Islay Capital Management, LLC | 0.01% | Reduce -98.2% | 165 | $8K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -76.2% | 164 | $8K |
| Kozak & Associates, Inc. | 0.00% | New | 153 | $8K |
| First Pacific Financial | 0.00% | Add +17.7% | 146 | $7K |
| Centerpoint Advisors, LLC | 0.00% | No change | 117 | $6K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 100 | $5K |
| Legend Financial Advisors, Inc. | 0.00% | No change | 96 | $5K |
| Lowe Wealth Advisors, LLC | 0.00% | Reduce -58.3% | 81 | $4K |
| SRH Advisors, LLC | 0.00% | No change | 79 | $4K |
| Robinswood Financial LLC | 0.00% | No change | 62 | $3K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -99.7% | 61 | $3K |
| First Personal Financial Services | 0.00% | No change | 55 | $3K |
| Nvwm, LLC | 0.00% | New | 54 | $3K |
| Activest Wealth Management | 0.00% | Add +2.3% | 45 | $2K |
| Dogwood Wealth Management LLC | 0.00% | Reduce -33.3% | 42 | $2K |
| Financial Connections Group, Inc. | 0.00% | New | 33 | $2K |
| Semmax Financial Advisors Inc. | 0.00% | Reduce -79.3% | 32 | $2K |
| Western Pacific Wealth Management, LP | 0.00% | Add +3.3% | 31 | $2K |
| Abich Financial Wealth Management LLC | 0.00% | No change | 29 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 10 | $485 |
| Amundi | 0.00% | New | 8 | $410 |
| Davis Capital Management | 0.00% | No change | 8 | $402 |
| PSI Advisors, LLC | 0.00% | No change | 6 | $301 |
"% of holder's portfolio" is VEA's weight in each manager's 13F, not the share of Vanguard Ftse Developed ETF the manager owns.