Vanguard Ftse Developed ETFVEAETF
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 2,162 institutions reported holding Vanguard Ftse Developed ETF (VEA) in their 13F filings, up 12 from Q1 2024. 101 opened new positions and 98 sold out. The largest holders were Bank of America Corp. ($8.0B), Creative Planning ($6.9B) and Betterment LLC ($6.2B). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 101 | $214.4M |
| Exits | 98 | $278.4M |
All 13F filers, Q1 2024 → Q2 2024: 111,034,283 shares bought and 43,798,570 shares sold, net +67,235,713 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,162 holders
| Bank of America Corp. | 0.77% | Add +2.2% | 162,575,292 | $8.0B |
| Creative Planning | 7.38% | Add +4.9% | 139,777,262 | $6.9B |
| Betterment LLC | 15.96% | Add +4.5% | 124,617,150 | $6.2B |
| Envestnet Asset Management Inc. | 1.63% | Reduce -0.1% | 94,561,349 | $4.7B |
| Jones Financial Companies LLLP | 3.72% | Reduce -18.8% | 65,091,837 | $3.2B |
| Wells Fargo & Company | 0.80% | Reduce -1.0% | 62,480,996 | $3.1B |
| Morgan Stanley | 0.22% | Add +5.8% | 58,495,816 | $2.9B |
| Wealthfront Advisers LLC | 8.98% | Reduce -2.0% | 53,994,384 | $2.7B |
| Northwestern Mutual Wealth Management Co. | 2.48% | Add +5.0% | 50,962,305 | $2.5B |
| Goldman Sachs Group Inc. | 0.49% | Add +12.4% | 50,735,346 | $2.5B |
| WealthNavi Inc. | 27.37% | Add +4.5% | 43,659,589 | $2.2B |
| Northern Trust Corp. | 0.34% | Add +4.7% | 40,982,356 | $2.0B |
| Royal Bank of Canada | 0.49% | Add +0.6% | 40,812,179 | $2.0B |
| Charles Schwab Investment Management Inc. | 0.35% | Add +1.5% | 37,027,013 | $1.8B |
| Mariner, LLC | 2.59% | Add +4.6% | 27,012,626 | $1.3B |
| Sei Investments Co. | 1.89% | Reduce -1.7% | 26,977,348 | $1.3B |
| UBS Group AG | 0.40% | Reduce -0.2% | 26,559,305 | $1.3B |
| Tiaa Trust, National Association | 3.45% | Reduce -2.8% | 22,589,677 | $1.1B |
| LPL Financial LLC | 0.53% | Add +4.3% | 21,328,841 | $1.1B |
| Mercer Global Advisors Inc. | 2.59% | Add +10.6% | 19,366,592 | $948.3M |
| Vanguard Group Inc. | 0.02% | Add +2.6% | 17,759,362 | $877.7M |
| Baird Financial Group, Inc. | 1.78% | Add +3.3% | 17,360,109 | $857.9M |
| FMR LLC | 0.05% | Reduce -0.9% | 16,501,796 | $815.5M |
| Commonwealth Equity Services, LLC | 1.25% | Add +5.2% | 16,025,179 | $792.0M |
| Bank of New York Mellon Corp | 0.15% | Reduce -0.5% | 15,748,177 | $778.3M |
| US Bancorp \de | 1.06% | Add +8.6% | 15,722,609 | $777.0M |
| Captrust Financial Advisors | 2.41% | Add +12.5% | 15,328,632 | $748.0M |
| Cerity Partners LLC | 1.84% | Add +3.6% | 13,732,063 | $678.6M |
| Envestnet Portfolio Solutions, Inc. | 2.34% | Add +1.0% | 13,555,406 | $669.9M |
| Susquehanna International Group, LLP | 1.15% | Add +402.9% | 13,057,692 | $645.3M |
| Jasper Ridge Partners, L.P. | 20.86% | Add +16.3% | 13,047,187 | $644.8M |
| Corient Private Wealth LP | 1.11% | Add +30.4% | 12,880,916 | $636.6M |
| JPMorgan Chase & Co. | 0.05% | Reduce -11.0% | 12,834,739 | $634.3M |
| Rwa Wealth Partners, LLC | 7.07% | Add +1.4% | 10,846,941 | $536.1M |
| Valmark Advisers, Inc. | 9.05% | Add +1.5% | 10,766,786 | $532.1M |
| HighTower Advisors, LLC | 0.79% | Add +10.7% | 10,339,848 | $511.0M |
| Ameriprise Financial Inc. | 0.14% | Add +5.2% | 10,348,500 | $508.1M |
| Wealthspire Advisors, LLC | 5.80% | Add +4.0% | 9,163,122 | $452.8M |
| PNC Financial Services Group, Inc. | 0.25% | Add +0.5% | 7,598,210 | $375.5M |
| Stifel Financial Corp. | 0.42% | Reduce -0.4% | 7,521,143 | $371.7M |
| Keybank National Association | 1.52% | Reduce -3.9% | 7,511,992 | $371.2M |
| SCS Capital Management LLC | 7.53% | Add +0.7% | 7,279,685 | $359.8M |
| Facet Wealth, Inc. | 10.77% | Add +5.0% | 6,988,945 | $350.6M |
| Nicholas Hoffman & Company, LLC. | 16.05% | Add +13.8% | 6,925,011 | $342.2M |
| Michael & Susan Dell Foundation | 34.63% | Add +264.5% | 6,866,826 | $339.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 6.97% | Add +6.4% | 6,574,509 | $324.9M |
| HBK Sorce Advisory LLC | 11.35% | Add +1.5% | 6,571,962 | $324.8M |
| Morningstar Investment Services LLC | 3.52% | Reduce -0.8% | 6,564,061 | $324.1M |
| Raymond James Financial Services Advisors, Inc. | 0.45% | Reduce -0.2% | 6,451,500 | $318.8M |
| MML Investors Services, LLC | 1.28% | Add +7.1% | 6,418,587 | $317.2M |
| M&T Bank Corp | 1.03% | Reduce -2.0% | 6,086,708 | $300.8M |
| State of Tennessee, Department of Treasury | 1.08% | Add +3.9% | 5,957,810 | $294.4M |
| Citigroup Inc. | 0.28% | Add +4.5% | 5,885,916 | $290.9M |
| Manufacturers Life Insurance Company, The | 0.27% | Add +0.4% | 5,855,873 | $289.4M |
| Regions Financial Corp. | 2.17% | Reduce -1.2% | 5,783,744 | $285.8M |
| JMG Financial Group, Ltd. | 10.53% | Add +2.6% | 5,704,667 | $281.9M |
| Modera Wealth Management, LLC | 4.10% | Reduce -1.8% | 5,632,577 | $278.4M |
| Victory Capital Management Inc. | 0.27% | Reduce -1.9% | 5,442,838 | $269.0M |
| Bank of Hawaii | 12.33% | Add +20.3% | 5,432,708 | $268.5M |
| Fiduciary Trust Co | 3.98% | Reduce -0.9% | 5,358,155 | $264.8M |
| Pathstone Holdings, LLC | 1.14% | Add +1.0% | 5,095,870 | $251.8M |
| Truepoint, Inc. | 7.16% | Reduce -0.1% | 5,075,828 | $250.8M |
| Fisher Asset Management | 0.10% | Add +2.0% | 4,852,342 | $239.8M |
| Sofi Wealth, LLC | 19.68% | Add +10.7% | 4,748,711 | $234.7M |
| Focus Partners Wealth | 0.76% | Add +113.3% | 4,547,206 | $224.7M |
| TFO Wealth Partners, LLC | 43.81% | Reduce -0.3% | 4,532,866 | $224.0M |
| Cetera Investment Advisers | 0.52% | Reduce -1.0% | 4,532,379 | $224.0M |
| Voya Investment Management LLC | 0.25% | Add +13.2% | 4,459,956 | $220.4M |
| Country Trust Bank | 5.50% | Add +3.6% | 4,406,871 | $217.8M |
| Ballentine Partners, LLC | 3.89% | Add +0.5% | 4,253,182 | $210.2M |
| Osaic Holdings, Inc. | 0.48% | Add +5.0% | 4,080,838 | $201.7M |
| Ally Invest Advisors Inc. | 18.96% | Add +3.6% | 3,992,351 | $197.3M |
| Raymond James & Associates | 0.13% | Add +3.1% | 3,978,354 | $196.6M |
| Linscomb Wealth, Inc. | 9.95% | Add +1.1% | 3,890,392 | $192.3M |
| Ellevest, Inc. | 11.33% | Add +3.0% | 3,822,288 | $188.9M |
| Janney Montgomery Scott LLC | 0.56% | Add +1.5% | 3,721,606 | $183.9M |
| Wilmington Savings Fund Society, FSB | 7.01% | Add +0.3% | 3,699,200 | $182.8M |
| D.A. Davidson & Co. | 1.48% | Add +1.4% | 3,382,182 | $167.1M |
| CIBC Private Wealth Group LLC | 0.30% | Add +6.2% | 3,203,151 | $161.0M |
| MAI Capital Management | 1.57% | Add +13.0% | 3,222,426 | $159.3M |
| Fifth Third Bancorp | 0.60% | Reduce -2.9% | 3,188,126 | $157.6M |
| Blair William & Co. | 0.48% | Add +2.8% | 3,134,055 | $154.9M |
| Lincoln National Corp. | 5.20% | Reduce -20.1% | 3,112,311 | $153.8M |
| Rockefeller Capital Management L.P. | 0.43% | Reduce -9.5% | 3,077,959 | $152.1M |
| Wedmont Private Capital | 9.56% | Add +11.8% | 2,950,399 | $151.9M |
| Assetmark, Inc. | 0.45% | Add +2.6% | 2,956,920 | $146.1M |
| Bridges Investment Management Inc. | 2.22% | Add +38.1% | 2,953,043 | $145.9M |
| Farmers & Merchants Investments Inc. | 4.81% | Add +1.1% | 2,914,677 | $144.0M |
| BLB&B Advisors, LLC | 7.72% | Add +3.9% | 2,849,841 | $140.8M |
| Synovus Financial Corp. | 1.83% | Add +0.1% | 2,798,517 | $138.3M |
| Cambridge Associates LLC /Ma/ | 6.15% | Add +10.9% | 2,715,890 | $134.2M |
| Alliancebernstein L.P. | 0.04% | Add +110.6% | 2,601,412 | $128.6M |
| Truist Financial Corp. | 0.20% | Add +1.5% | 2,594,341 | $128.2M |
| Acropolis Investment Management, LLC | 8.03% | Add +3.6% | 2,571,704 | $127.1M |
| Cambridge Investment Research Advisors, Inc. | 0.47% | Add +1.4% | 2,563,714 | $126.7M |
| Tectonic Advisors LLC | 9.12% | Add +4.1% | 2,551,173 | $126.1M |
| Freestone Capital Holdings, LLC | 4.52% | Add +3.2% | 2,546,972 | $125.9M |
| Foster Group, Inc. | 4.90% | Add +6.9% | 2,521,480 | $124.6M |
| Allen Investment Management, LLC | 1.49% | Reduce -0.1% | 2,481,079 | $122.6M |
| Johnson Financial Group, LLC | 14.94% | Reduce -13.9% | 2,311,540 | $114.2M |
| Westwood Holdings Group Inc. | 0.92% | Add +16.1% | 2,262,714 | $111.8M |
| Nepc LLC | 3.63% | Add +0.5% | 2,227,087 | $110.1M |
| First Financial Bankshares Inc | 2.38% | Add +1.6% | 2,099,488 | $103.8M |
| Orion Porfolio Solutions, LLC | 1.03% | Add +3.4% | 1,966,292 | $97.2M |
| Orion Portfolio Solutions, LLC | 1.03% | Add +3.4% | 1,966,292 | $97.2M |
| Glenmede Trust Co. NA | 0.48% | Add +5.8% | 1,928,933 | $95.3M |
| Atria Wealth Solutions, Inc. | 1.06% | Add +0.9% | 1,926,452 | $95.2M |
| Lake Street Advisors Group, LLC | 4.57% | Reduce -7.3% | 1,922,000 | $95.0M |
| Mountain Capital Investment Advisors Inc. | 23.25% | Add +7.2% | 1,833,208 | $93.7M |
| Badgley Phelps Wealth Managers, LLC | 2.31% | Reduce -0.3% | 1,886,113 | $93.2M |
| Oakworth Capital, Inc. | 6.77% | Reduce -1.1% | 1,874,558 | $92.6M |
| Wealth Enhancement Advisory Services, LLC | 0.22% | Add +17.2% | 1,840,169 | $90.9M |
| Sigma Investment Counselors Inc. | 5.64% | Add +2.4% | 1,822,636 | $90.1M |
| NewEdge Advisors, LLC | 0.65% | Add +6.1% | 1,816,420 | $89.8M |
| Empowered Funds, LLC | 1.54% | Add +136.4% | 1,796,545 | $88.8M |
| Allspring Global Investments Holdings, LLC | 0.14% | Add +31.6% | 1,791,446 | $88.5M |
| Comerica Bank | 0.37% | Add +0.0% | 1,787,768 | $88.4M |
| Litman Gregory Wealth Management LLC | 7.77% | Add +17.9% | 1,771,955 | $87.6M |
| Plante Moran Financial Advisors, LLC | 8.67% | Reduce -9.6% | 1,754,451 | $86.7M |
| Tanglewood Wealth Management, Inc. | 10.58% | Add +0.4% | 1,721,513 | $85.1M |
| Monashee Investment Management LLC | 10.98% | Add +16.3% | 1,702,600 | $84.1M |
| Rebalance, LLC | 6.69% | Add +2.2% | 1,682,366 | $83.1M |
| Cresset Asset Management, LLC | 0.34% | Add +61.5% | 1,637,361 | $80.9M |
| Fusion Family Wealth, LLC | 8.20% | Add +2.9% | 1,629,225 | $80.5M |
| McKinley Carter Wealth Services, Inc. | 5.09% | Add +1.9% | 1,618,045 | $80.0M |
| Coldstream Capital Management Inc. | 1.94% | Add +7.7% | 1,612,902 | $79.7M |
| Raymond James Trust N.A. | 1.84% | Reduce -0.9% | 1,583,901 | $78.3M |
| Agf Management Ltd. | 0.44% | Reduce -6.2% | 1,577,989 | $78.0M |
| Ocean Park Asset Management, LLC | 3.60% | Reduce -2.7% | 1,534,577 | $75.8M |
| Choreo, LLC | 1.26% | Add +7.7% | 1,520,316 | $75.2M |
| Arbor Investment Advisors, LLC | 10.97% | Reduce -0.6% | 1,518,396 | $75.0M |
| Savant Capital, LLC | 0.74% | Add +30.7% | 1,500,416 | $74.2M |
| PDS Planning, Inc | 7.46% | Add +2.8% | 1,496,671 | $74.0M |
| DT Investment Partners, LLC | 6.48% | Add +2.3% | 1,479,549 | $73.1M |
| Davis R M Inc. | 1.48% | Add +5.0% | 1,478,131 | $73.0M |
| Brookstone Capital Management | 1.18% | Reduce -9.3% | 1,393,362 | $71.2M |
| Whittier Trust Co. | 1.00% | Add +4.7% | 1,432,963 | $70.8M |
| Pure Financial Advisors, LLC | 1.92% | Add +2.6% | 1,397,645 | $69.1M |
| Planning Alternatives Ltd. | 10.83% | Add +0.3% | 1,353,629 | $66.9M |
| Gilbert & Cook, Inc. | 9.73% | Reduce -4.8% | 1,347,243 | $66.6M |
| Legacy Private Trust Co. | 4.66% | Add +3.9% | 1,327,738 | $65.6M |
| MassMutual Private Wealth & Trust, FSB | 1.97% | Add +1.5% | 1,313,425 | $64.9M |
| Buckingham Strategic Wealth, LLC | 0.66% | Add +2.8% | 1,291,556 | $63.8M |
| Atria Investments, Inc | 0.82% | Add +1.7% | 1,285,810 | $63.5M |
| Commerce Bank | 0.41% | Add +0.1% | 1,271,585 | $62.8M |
| Mission Wealth Management, LP | 1.70% | Reduce -9.7% | 1,269,810 | $62.8M |
| Woodmont Investment Counsel LLC | 5.12% | Add +4.3% | 1,268,764 | $62.7M |
| Steele Capital Management, Inc. | 3.49% | Add +0.4% | 1,266,987 | $62.6M |
| Lockheed Martin Investment Management Co. | 3.58% | No change | 1,250,000 | $61.8M |
| Beacon Pointe Advisors, LLC | 0.73% | Reduce -4.2% | 1,249,434 | $61.7M |
| BOK Financial Private Wealth, Inc. | 4.45% | Reduce -1.6% | 1,238,374 | $61.2M |
| UMB Bank, n.a. | 0.99% | Add +0.3% | 1,224,860 | $60.5M |
| Marcum Wealth, LLC | 6.02% | Reduce -4.8% | 1,213,150 | $60.0M |
| Old National Bancorp | 1.41% | Add +5.8% | 1,210,371 | $59.8M |
| CreativeOne Wealth, LLC | 3.01% | Reduce -9.2% | 1,203,143 | $59.5M |
| Patriot Investment Management Group, Inc. | 4.64% | Add +2.7% | 1,201,251 | $59.4M |
| Connable Office Inc. | 6.38% | Add +1.1% | 1,200,041 | $59.3M |
| Lwmg, LLC | 12.47% | Add +7.6% | 1,196,196 | $59.1M |
| Johnson Investment Counsel Inc. | 0.62% | Add +4.4% | 1,192,914 | $59.0M |
| Sanctuary Advisors, LLC | 0.43% | — | 1,202,673 | $58.8M |
| Aptus Capital Advisors, LLC | 1.11% | Add +4.4% | 1,186,582 | $58.6M |
| Signaturefd, LLC | 1.18% | Reduce -1.1% | 1,179,808 | $58.3M |
| Financial Counselors Inc. | 0.93% | Add +5.7% | 1,174,375 | $58.0M |
| Meeder Advisory Services, Inc. | 4.07% | Add +42.7% | 1,165,368 | $57.6M |
| Sepio Capital, LP | 5.26% | Add +1.8% | 1,161,427 | $57.4M |
| EverSource Wealth Advisors, LLC | 3.79% | Add +8.2% | 1,119,638 | $57.0M |
| TD Waterhouse Canada Inc. | 0.51% | Add +23.0% | 1,141,148 | $56.7M |
| Adventist Health System/ West | 9.08% | New | 1,131,440 | $55.9M |
| Tanager Wealth Management LLP | 8.24% | Add +8.4% | 1,120,649 | $55.4M |
| Apella Capital, LLC | 2.47% | Add +11.8% | 1,103,958 | $55.3M |
| Hirtle & Co., LLC | 2.76% | Add +1.4% | 1,111,387 | $54.9M |
| Composition Wealth, LLC | 1.34% | Reduce -13.5% | 1,109,871 | $54.8M |
| Pinnacle Financial Partners Inc | 1.16% | Reduce -1.7% | 1,092,163 | $54.3M |
| Arvest Trust Co. N A | 3.23% | Add +120.3% | 1,098,610 | $54.3M |
| Thrivent Financial for Lutherans | 0.11% | Reduce -43.8% | 1,095,042 | $54.1M |
| Elwood & Goetz Wealth Advisory Group, LLC | 15.33% | Add +4.0% | 1,092,505 | $54.0M |
| Regis Management CO LLC | 16.01% | Add +0.7% | 1,073,577 | $53.1M |
| Proffitt & Goodson Inc. | 9.31% | Add +1.7% | 1,068,071 | $52.8M |
| Bank of Montreal | 0.02% | Reduce -25.9% | 1,031,039 | $52.2M |
| Avion Wealth | 14.32% | Reduce -0.2% | 1,050,589 | $51.9M |
| Kestra Advisory Services, LLC | 0.29% | Add +23.3% | 1,094,591 | $51.9M |
| Auto-Owners Insurance Co | 1.37% | No change | 1,045,750 | $51.7M |
| Human Investing LLC | 10.03% | Add +4.9% | 1,044,383 | $51.6M |
| Axiom Advisory, LLC | 0.56% | Add +6211.9% | 1,034,015 | $51.4M |
| Bokf, NA | 0.92% | Add +0.8% | 1,039,834 | $51.4M |
| Connecticut Wealth Management, LLC | 2.65% | Reduce -4.0% | 1,037,519 | $51.3M |
| Edge Capital Group, LLC | 2.48% | Add +11.9% | 1,035,124 | $51.2M |
| Peapack Gladstone Financial Corp. | 0.78% | Add +15.0% | 1,030,907 | $50.9M |
| Summit Trail Advisors, LLC | 1.34% | Add +30.1% | 1,030,508 | $50.9M |
| Clark Asset Management, LLC | 14.10% | Add +7.1% | 1,029,555 | $50.9M |
| Arlington Trust Co LLC | 12.00% | Reduce -0.6% | 1,029,542 | $50.9M |
| Moneta Group Investment Advisors LLC | 0.81% | Add +4.8% | 1,023,723 | $50.6M |
| Vision Capital Management, Inc. | 7.52% | Reduce -0.4% | 1,022,696 | $50.5M |
| WestHill Financial Advisors, Inc. | 12.23% | Reduce -0.9% | 1,020,105 | $50.4M |
| Alps Advisors Inc. | 0.35% | Reduce -2.5% | 1,018,350 | $50.3M |
| Lido Advisors, LLC | 0.41% | Reduce -4.6% | 1,004,758 | $49.7M |
| Trilogy Capital Inc. | 2.69% | Reduce -0.8% | 1,004,183 | $49.6M |
| Jacobsen Capital Management | 21.80% | Reduce -0.2% | 987,235 | $48.8M |
| Toews Corp. | 8.01% | Reduce -21.3% | 981,666 | $48.5M |
| Avantax Advisory Services, Inc. | 0.34% | Add +15.9% | 978,547 | $48.4M |
| Alesco Advisors, LLC, An ESL Co | 1.55% | Reduce -1.2% | 958,509 | $47.4M |
| West Financial Advisors, LLC | 9.80% | Add +3.4% | 955,402 | $47.2M |
| Caisse de depot et placement du Quebec | 0.11% | Add +35.7% | 950,000 | $46.9M |
| Symmetry Partners, LLC | 2.38% | Add +173.3% | 937,595 | $46.3M |
| JFG Wealth Management, LLC | 13.09% | Reduce -4.1% | 930,012 | $46.0M |
| Kwmg, LLC | 4.95% | Add +1.1% | 929,170 | $45.9M |
| Cornerstone Planning Group LLC | 13.03% | Add +7.0% | 954,687 | $45.4M |
| Whittier Trust Co. of Nevada Inc. | 1.26% | Add +1.4% | 917,291 | $45.3M |
| Wallington Asset Management, LLC | 6.88% | Add +1.6% | 910,745 | $45.0M |
| Ameritas Investment Partners, Inc. | 1.54% | Reduce -4.7% | 908,286 | $44.9M |
| Heartwood Wealth Advisors LLC | 5.31% | Add +0.9% | 899,722 | $44.5M |
| Strategic Investment Advisors / MI | 5.32% | Add +4.0% | 883,731 | $43.7M |
| Charles Schwab Trust Co | 4.03% | Add +3.8% | 880,451 | $43.5M |
| Welch & Forbes LLC | 0.58% | Add +1.6% | 878,332 | $43.5M |
| Arvest Investments, Inc. | 6.87% | Reduce -16.3% | 867,814 | $42.9M |
| Wealth Architects, LLC | 5.20% | Add +1.7% | 860,960 | $42.5M |
| Robertson Stephens Wealth Management, LLC | 2.22% | Add +2.3% | 859,833 | $42.5M |
| Citizens Business Bank | 8.97% | Add +0.5% | 858,701 | $42.4M |
| First Bank & Trust | 8.64% | Add +2.9% | 858,631 | $42.4M |
| Chandler Asset Management, Inc. | 8.58% | Add +0.5% | 856,806 | $42.3M |
| Private Advisor Group, LLC | 0.28% | Add +10.0% | 845,064 | $41.8M |
| Waverly Advisors, LLC | 0.81% | Add +5.0% | 840,589 | $41.5M |
| Hills Bank & Trust Co | 3.31% | Add +0.7% | 826,886 | $40.9M |
| Financial Synergies Wealth Advisors, Inc. | 5.47% | Add +2.1% | 822,189 | $40.6M |
| Raffa Wealth Management, LLC | 11.52% | Add +0.8% | 821,149 | $40.6M |
| CENTRAL TRUST Co | 0.99% | Reduce -6.9% | 814,624 | $40.3M |
| National Bank of Canada | 0.06% | Add +1.5% | 812,541 | $40.0M |
| Kohmann Bosshard Financial Services, LLC | 5.37% | Add +48.7% | 807,136 | $39.9M |
| Permanent Capital Management, LP | 8.31% | — | 697,740 | $39.8M |
| Oakwell Private Wealth Management, LLC | 11.20% | Add +7.8% | 802,862 | $39.7M |
| Riverpoint Wealth Management Holdings, LLC | 10.99% | Add +0.3% | 801,320 | $39.6M |
| GP Brinson Investments LLC | 16.81% | No change | 790,120 | $39.0M |
| Kathmere Capital Management, LLC | 4.14% | Add +5.3% | 789,511 | $39.0M |
| Gemmer Asset Management LLC | 4.15% | Add +0.8% | 785,000 | $38.8M |
| VPR Management LLC | 14.46% | Reduce -29.6% | 782,800 | $38.7M |
| Cliffwater LLC | 8.28% | Reduce -0.6% | 782,575 | $38.7M |
| Park Avenue Securities LLC | 0.47% | Add +2.4% | 780,435 | $38.6M |
| Steward Partners Investment Advisory, LLC | 0.40% | Reduce -1.5% | 771,700 | $38.1M |
| Efficient Advisors, LLC | 2.47% | Add +1.9% | 769,308 | $38.0M |
| Merit Financial Group, LLC | 0.84% | Add +3.9% | 765,819 | $37.8M |
| Coyle Financial Counsel LLC | 13.52% | No change | 753,622 | $37.8M |
| Eastern Bank | 1.52% | Add +1.1% | 760,225 | $37.6M |
| Whitcomb & Hess, Inc. | 11.56% | Add +2.9% | 750,459 | $37.1M |
| Partners in Financial Planning | 8.03% | Add +2.2% | 747,466 | $36.9M |
| Trust Co | 4.74% | Add +1.0% | 743,224 | $36.7M |
| American Trust | 2.99% | Add +27.1% | 738,323 | $36.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.09% | Reduce -0.9% | 733,708 | $36.3M |
| Laird Norton Wetherby Wealth Management, LLC | 1.71% | Reduce -1.8% | 733,419 | $36.2M |
| Hanson & Doremus Investment Management | 6.04% | Add +3.4% | 730,082 | $36.1M |
| Chai Trust Co. LLC | 5.55% | Add +2.8% | 729,406 | $36.0M |
| First Western Trust Bank | 1.71% | Reduce -2.5% | 726,399 | $35.9M |
| Seaside Wealth Management, Inc. | 14.67% | Add +3.2% | 716,143 | $35.4M |
| Klingman & Associates, LLC | 2.39% | Add +11.5% | 713,239 | $35.2M |
| TD Asset Management Inc | 0.03% | Add +15.2% | 709,806 | $35.1M |
| Jane Street Group, LLC | 0.04% | Reduce -26.3% | 709,321 | $35.1M |
| Mutual Advisors, LLC | 1.05% | Add +14.0% | 696,582 | $34.9M |
| Acorn Financial Advisory Services Inc. | 6.48% | Add +0.8% | 702,413 | $34.7M |
| Meridian Management Co. | 9.49% | Add +2.6% | 699,106 | $34.5M |
| Townsquare Capital LLC | 0.47% | Reduce -3.6% | 694,634 | $34.3M |
| Brown Advisory Inc. | 0.04% | Reduce -3.6% | 688,019 | $34.0M |
| Sageworth Trust Co | 2.14% | Add +0.4% | 686,120 | $33.9M |
| Fi3 FINANCIAL ADVISORS, LLC | 14.82% | Add +1.4% | 681,404 | $33.7M |
| EP Wealth Advisors, LLC | 0.36% | Reduce -3.4% | 677,516 | $33.5M |
| SigFig Wealth Management, LLC | 1.25% | Reduce -24.1% | 677,072 | $33.3M |
| Full Sail Capital, LLC | 2.23% | Reduce -0.9% | 670,965 | $33.2M |
| RPTC Inc. | 6.78% | Add +0.7% | 668,654 | $33.0M |
| Causeway Capital Management LLC | 0.89% | Add +77.9% | 664,149 | $32.8M |
| Roof Eidam Maycock Peralta, LLC | 8.86% | Add +1.4% | 660,949 | $32.7M |
| Galvin, Gaustad & Stein, LLC | 3.06% | Add +0.9% | 657,448 | $32.5M |
| Tidal Investments LLC | 0.45% | Reduce -6.7% | 656,413 | $32.4M |
| Roble, Belko & Company, Inc | 5.38% | Reduce -0.7% | 650,073 | $32.1M |
| Family Firm, Inc. | 7.16% | Add +21.7% | 770,140 | $32.1M |
| Apriem Advisors | 3.90% | Add +1.9% | 644,529 | $31.9M |
| PACK Private Wealth, LLC | 19.78% | Add +2.3% | 644,141 | $31.8M |
| Cascade Financial Partners, LLC | 4.18% | Add +1.2% | 643,763 | $31.8M |
| Parker Financial LLC | 17.31% | Add +7.0% | 644,475 | $31.8M |
| REDW Wealth LLC | 8.22% | Add +1.6% | 634,637 | $31.4M |
| Flputnam Investment Management Co. | 0.59% | Add +472.5% | 633,349 | $31.3M |
| Jordan Park Group LLC | 2.37% | Reduce -7.8% | 627,796 | $31.0M |
| Keel Point, LLC | 2.80% | Add +9.4% | 623,171 | $31.0M |
| 1ST Source Bank | 1.81% | Reduce -1.7% | 626,263 | $30.9M |
| Keener Financial Planning LLC | 20.17% | Add +8.7% | 625,692 | $30.9M |
| Perkins Coie Trust Co | 7.18% | Reduce -0.1% | 624,920 | $30.9M |
| Old Mission Investment Co LLC | 9.99% | Add +0.7% | 621,872 | $30.7M |
| Windward Private Wealth Management Inc. | 12.35% | Add +2.3% | 617,175 | $30.5M |
| Kopp Family Office, LLC | 18.83% | Reduce -0.7% | 614,265 | $30.4M |
| Beacon Investment Advisory Services, Inc. | 1.29% | Add +8.5% | 606,816 | $30.0M |
| Mesirow Financial Investment Management, Inc. | 0.67% | Reduce -0.2% | 606,360 | $30.0M |
| Avior Wealth Management, LLC | 1.28% | Reduce -15.9% | 605,016 | $29.8M |
| Dravo Bay LLC | 16.54% | Add +6.5% | 602,703 | $29.8M |
| Intrust Bank NA | 3.16% | Reduce -1.1% | 601,939 | $29.7M |
| Veery Capital, LLC | 11.98% | Reduce -1.9% | 598,590 | $29.6M |
| OLIO Financial Planning | 12.41% | Reduce -0.3% | 614,321 | $29.4M |
| Concourse Financial Group Securities, Inc. | 1.83% | Add +1.9% | 591,885 | $29.3M |
| Integrated Wealth Concepts LLC | 0.39% | Add +2.7% | 582,151 | $28.8M |
| Mascoma Wealth Management LLC | 7.62% | Add +3.6% | 580,932 | $28.7M |
| NorthCoast Asset Management LLC | 0.24% | Add +93.8% | 579,408 | $28.6M |
| Salomon & Ludwin, LLC | 3.16% | Reduce -23.8% | 572,692 | $28.3M |
| Lowe Brockenbrough & Co. Inc. | 1.88% | Add +5.1% | 570,338 | $28.2M |
| Wealthcare Advisory Partners LLC | 0.88% | Add +2.5% | 569,769 | $28.2M |
| JRM Investment Counsel, LLC | 10.14% | Reduce -3.0% | 568,738 | $28.1M |
| Citizens Financial Group Inc. | 0.62% | Add +806.6% | 566,645 | $28.0M |
| Penobscot Wealth Management | 16.65% | Add +2.3% | 554,184 | $28.0M |
| Bryn Mawr Trust Advisors, LLC | 1.54% | Add +8.6% | 564,680 | $27.9M |
| Praetorian Wealth Management, Inc. | 7.13% | Add +2.2% | 563,766 | $27.9M |
| Wintrust Investments LLC | 2.25% | Add +1.0% | 559,974 | $27.7M |
| Benjamin F. Edwards & Company, Inc. | 0.49% | Reduce -4.2% | 559,892 | $27.7M |
| Cambridge Advisors Inc. | 6.40% | Reduce -1.4% | 557,452 | $27.5M |
| Beaird Harris Wealth Management, LLC | 2.55% | Add +0.6% | 549,166 | $27.1M |
| Nicolet Advisory Services, LLC | 2.60% | Reduce -1.4% | 533,829 | $27.1M |
| D'Orazio & Associates, Inc. | 4.16% | Add +0.7% | 548,171 | $27.1M |
| Weitzel Financial Services, Inc. | 13.46% | Reduce -0.3% | 545,499 | $27.0M |
| Monterey Private Wealth, Inc. | 9.99% | Add +5.7% | 540,595 | $26.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.95% | Add +11.5% | 539,616 | $26.7M |
| Heritage Trust Co | 3.51% | Reduce -1.4% | 538,951 | $26.6M |
| Valeo Financial Advisors, LLC | 0.83% | Add +3.7% | 537,599 | $26.6M |
| Prudential Financial Inc. | 0.04% | Add +3.4% | 531,666 | $26.3M |
| Garde Capital, Inc. | 1.82% | Reduce -1.5% | 530,719 | $26.2M |
| Evolution Advisers, Inc. | 15.04% | Add +1.9% | 529,380 | $26.2M |
| Austin Private Wealth, LLC | 2.81% | Reduce -5.6% | 527,648 | $26.1M |
| REAP Financial Group, LLC | 6.98% | Add +9.0% | 525,244 | $26.0M |
| Pine Ridge Advisers LLC | 2.76% | Add +33.2% | 524,199 | $25.9M |
| Manning & Napier Advisors LLC | 0.29% | — | 522,132 | $25.8M |
| Brooklyn FI, LLC | 10.05% | Add +23.1% | 520,530 | $25.7M |
| Clarius Group, LLC | 1.81% | Add +0.3% | 515,980 | $25.5M |
| Compound Planning, Inc. | 1.89% | Add +42.2% | 515,442 | $25.5M |
| Wiser Wealth Management, Inc | 7.81% | Add +7.0% | 510,200 | $25.2M |
| GHP Investment Advisors, Inc. | 1.25% | Add +2.5% | 506,783 | $25.0M |
| Cordant, Inc. | 13.96% | Add +2.5% | 505,608 | $25.0M |
| PrairieView Partners, LLC | 2.80% | Add +1.8% | 504,249 | $24.9M |
| Leavell Investment Management, Inc. | 1.37% | Add +0.7% | 500,441 | $24.7M |
| Accredited Investors Inc. | 1.54% | Add +0.7% | 499,275 | $24.7M |
| Arax Advisory Partners | 2.40% | Reduce -2.2% | 497,207 | $24.6M |
| First Horizon Advisors, Inc. | 0.75% | Add +5.1% | 496,271 | $24.5M |
| CANADA LIFE ASSURANCE Co | 0.05% | Add +3.1% | 496,074 | $24.5M |
| Stephens Inc. | 0.37% | Add +1.4% | 490,948 | $24.3M |
| Founders Financial Securities LLC | 2.29% | Add +10.2% | 488,921 | $24.2M |
| Cibc World Market Inc. | 0.06% | Add +12.2% | 487,831 | $24.1M |
| Abound Wealth Management | 8.88% | Reduce -2.0% | 487,436 | $24.1M |
| Wellington Management Group LLP | 0.00% | Reduce -53.2% | 482,121 | $23.8M |
| Focus Partners Advisor Solutions, LLC | 0.62% | Reduce -9.1% | 480,139 | $23.7M |
| Integris Wealth Management, LLC | 6.79% | Reduce -9.3% | 475,462 | $23.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 1.81% | Reduce -0.7% | 474,381 | $23.4M |
| Cahill Financial Advisors Inc. | 3.21% | Add +40.6% | 474,292 | $23.4M |
| Ballentine Capital Advisors, Inc | 12.44% | Add +3.4% | 473,483 | $23.4M |
| Aufman Associates Inc | 16.63% | Add +0.3% | 472,689 | $23.4M |
| Fiera Capital Corp | 0.07% | Reduce -3.8% | 471,756 | $23.3M |
| Tenret Co LLC | 16.12% | Add +1.6% | 471,003 | $23.3M |
| Parallel Advisors, LLC | 0.59% | Add +1.0% | 469,354 | $23.2M |
| Sandy Spring Bank | 1.02% | Add +4.3% | 466,863 | $23.1M |
| Journey Advisory Group, LLC | 2.75% | Add +6.8% | 464,263 | $22.9M |
| Affiance Financial, LLC | 5.98% | Add +3.3% | 463,997 | $22.9M |
| New York Life Investment Management LLC | 0.23% | Add +2326.4% | 461,676 | $22.8M |
| Horizon Investments, LLC | 0.62% | Add +6.3% | 455,223 | $22.5M |
| Simmons Bank | 1.69% | Reduce -2.3% | 453,652 | $22.4M |
| Noble Family Wealth, LLC | 6.43% | Add +9.5% | 452,058 | $22.3M |
| 1900 Wealth Management LLC | 2.07% | Add +55.6% | 448,813 | $22.2M |
| Relyea Zuckerberg Hanson LLC | 3.71% | Add +2.1% | 447,794 | $22.1M |
| Nelson Capital Management, LLC | 3.91% | Add +1.4% | 445,919 | $22.0M |
| LBMC Investment Advisors, LLC | 1.91% | Reduce -9.1% | 444,981 | $22.0M |
| Equita Financial Network, Inc. | 9.16% | Add +7.3% | 443,663 | $21.9M |
| Allworth Financial LP | 0.14% | Reduce -1.6% | 434,609 | $21.9M |
| CFS Investment Advisory Services, LLC | 1.76% | New | 439,692 | $21.7M |
| Balentine LLC | 0.97% | Reduce -7.0% | 433,027 | $21.4M |
| Pinnacle Associates Ltd. | 0.33% | Reduce -2.8% | 429,550 | $21.2M |
| Fort Point Capital Partners LLC | 2.72% | Add +0.8% | 428,047 | $21.2M |
| Arcadia Wealth Management, LLC | 12.03% | Add +12.3% | 426,387 | $21.1M |
| Summit Financial, LLC | 0.96% | Add +72.7% | 423,051 | $20.9M |
| Grey Fox Wealth Advisors, LLC | 7.33% | Add +7.0% | 421,822 | $20.8M |
| Sovereign Financial Group, Inc. | 5.19% | Add +9.2% | 421,570 | $20.8M |
| Cypress Financial Planning LLC | 8.71% | Add +4.9% | 421,356 | $20.8M |
| ERn Financial, LLC | 3.45% | Add +5.0% | 420,395 | $20.8M |
| Capital Planning Advisors, LLC | 3.55% | Add +6.9% | 420,117 | $20.8M |
| Farther Finance Advisors, LLC | 1.01% | Add +47.0% | 419,536 | $20.8M |
| Hart & Patterson Financial Group LLC | 10.27% | Reduce -1.8% | 419,608 | $20.7M |
| Fiduciary Group, LLC | 2.23% | Reduce -2.7% | 418,425 | $20.7M |
| Pinnacle Wealth Management Advisory Group, LLC | 2.10% | Reduce -1.2% | 411,288 | $20.3M |
| Bay Harbor Wealth Management, LLC | 7.07% | Reduce -4.4% | 410,336 | $20.3M |
| Exencial Wealth Advisors, LLC | 0.76% | Add +150.0% | 409,241 | $20.2M |
| Aspire Private Capital, LLC | 5.20% | Add +1.5% | 408,141 | $20.2M |
| Fort Washington Investment Advisors Inc. | 0.13% | Reduce -0.1% | 406,649 | $20.1M |
| Twele Capital Management, Inc. | 4.55% | Reduce -0.6% | 406,309 | $20.1M |
| Mayport, LLC | 7.10% | Add +3.7% | 403,506 | $19.9M |
| Kestra Private Wealth Services, LLC | 0.39% | Add +1.9% | 396,829 | $19.6M |
| Hassell Wealth Management, LLC | 8.78% | Add +7.0% | 390,777 | $19.6M |
| J.W. Cole Advisors, Inc. | 0.92% | Add +6.0% | 395,259 | $19.5M |
| Beirne Wealth Consulting Services, LLC | 7.85% | Add +1.6% | 393,793 | $19.5M |
| NDVR, Inc. | 20.24% | Reduce -5.1% | 393,605 | $19.5M |
| Hurlow Wealth Management Group, Inc. | 6.67% | Reduce -0.8% | 393,367 | $19.4M |
| St. Louis Trust Co | 2.97% | Add +1.3% | 393,223 | $19.4M |
| United Capital Financial Advisors, LLC | 0.17% | Add +7.5% | 392,879 | $19.4M |
| Bar Harbor Wealth Management | 1.28% | Reduce -1.5% | 389,414 | $19.2M |
| Natixis Advisors, LLC | 0.04% | Add +17.4% | 387,662 | $19.2M |
| Morton Brown Family Wealth, LLC | 7.55% | Add +4.8% | 377,810 | $19.1M |
| Anderson Hoagland & Co. | 2.00% | Reduce -13.7% | 381,101 | $19.1M |
| Texas Capital Bank Wealth Management Services Inc | 1.98% | Reduce -2.7% | 384,844 | $19.0M |
| Sage Mountain Advisors LLC | 1.75% | Add +0.7% | 383,995 | $19.0M |
| B. Riley Wealth Advisors, Inc. | 0.48% | Reduce -36.3% | 383,974 | $19.0M |
| Global Retirement Partners, LLC | 0.59% | Add +10.9% | 383,935 | $19.0M |
| Brown Wealth Management, LLC | 7.62% | Reduce -5.4% | 382,425 | $18.9M |
| Wade Financial Advisory, Inc | 6.74% | Add +0.4% | 378,804 | $18.7M |
| Drive Wealth Management, LLC | 5.01% | Add +6.4% | 375,839 | $18.6M |
| Bricktown Capital, LLC | 3.78% | Reduce -31.2% | 375,555 | $18.6M |
| Bear Mountain Capital, Inc. | 7.55% | Reduce -0.7% | 360,165 | $18.5M |
| Simon Quick Advisors, LLC | 1.31% | Add +9.7% | 374,406 | $18.5M |
| Hudock, Inc. | 3.45% | Reduce -0.5% | 373,886 | $18.5M |
| Ellenbecker Investment Group | 3.70% | Add +5.6% | 371,850 | $18.4M |
| Carlson Capital Management | 0.86% | Add +0.5% | 370,834 | $18.3M |
| Burkett Financial Services, LLC | 9.38% | Add +1.1% | 369,982 | $18.3M |
| Cardiff Park Advisors, LLC | 1.75% | Add +2.7% | 368,264 | $18.2M |
| Tompkins Financial Corp. | 1.90% | Add +8.3% | 367,769 | $18.2M |
| JNBA Financial Advisors | 1.89% | Reduce -0.5% | 362,812 | $17.9M |
| Empower Advisory Group, LLC | 0.07% | Reduce -2.0% | 362,410 | $17.9M |
| Michelson Medical Research Foundation, Inc. | 15.35% | No change | 361,160 | $17.8M |
| Stratos Wealth Advisors, LLC | 0.88% | Add +38.4% | 359,705 | $17.8M |
| Pittenger & Anderson Inc. | 0.73% | Add +0.1% | 358,357 | $17.7M |
| Kanawha Capital Management LLC | 1.39% | Reduce -1.9% | 357,590 | $17.7M |
| Myecfo, LLC | 10.17% | Reduce -0.4% | 356,687 | $17.6M |
| Mather Group, Llc. | 0.22% | Add +294.9% | 351,239 | $17.6M |
| Transamerica Financial Advisors, LLC | 1.88% | No change | 356,159 | $17.6M |
| JFS Wealth Advisors, LLC | 1.39% | Reduce -13.5% | 355,545 | $17.6M |
| VestGen Investment Management | 5.19% | Reduce -0.9% | 355,057 | $17.5M |
| Johnson Bixby & Associates, LLC | 2.94% | Reduce -5.3% | 354,750 | $17.5M |
| Libra Wealth LLC | 7.51% | Add +10.6% | 350,851 | $17.3M |
| Wind River Trust Co | 7.02% | Reduce -31.5% | 350,143 | $17.3M |
| Stratos Wealth Partners, LTD. | 0.28% | Reduce -0.8% | 349,589 | $17.3M |
| Intergy Private Wealth, LLC | 7.04% | Add +6.7% | 345,518 | $17.1M |
| Laird Norton Wetherby Trust Company, LLC | 2.41% | No change | 345,135 | $17.1M |
| Choate Investment Advisors | 0.45% | Add +0.5% | 344,867 | $17.0M |
| Ritholtz Wealth Management | 0.56% | Reduce -2.4% | 343,683 | $17.0M |
| Guardian Wealth Advisors, LLC | 10.98% | Reduce -0.3% | 341,545 | $16.9M |
| Financial Engines Advisors L.L.C. | 0.04% | Add +31.9% | 341,374 | $16.9M |
| Stephenson & Company, Inc. | 12.49% | Add +0.1% | 341,021 | $16.9M |
| Principal Securities, Inc. | 0.46% | Add +10.9% | 340,620 | $16.8M |
| Parkside Advisors LLC | 4.30% | Reduce -1.2% | 340,596 | $16.8M |
| Redwood Investment Management, LLC | 1.45% | Add +21.7% | 339,707 | $16.8M |
| Alera Investment Advisors, LLC | 2.02% | Reduce -64.0% | 339,577 | $16.8M |
| Rossmore Private Capital | 2.20% | Reduce -1.4% | 339,027 | $16.8M |
| Raelipskie Partnership | 8.87% | Reduce -0.8% | 336,557 | $16.6M |
| Monument Capital Management | 4.89% | Add +22.3% | 336,234 | $16.6M |
| NewSquare Capital LLC | 1.43% | Add +0.1% | 336,016 | $16.6M |
| Iron Horse Wealth Management, LLC | 6.33% | Add +3.9% | 335,111 | $16.6M |
| Chilton Capital Management LLC | 0.74% | Reduce -4.7% | 333,711 | $16.5M |
| Advocate Group LLC | 3.28% | Add +5.2% | 329,973 | $16.3M |
| Whitegate Investment Counselors, Inc. | 4.62% | Add +1.4% | 329,590 | $16.3M |
| Aletheian Wealth Advisors LLC | 8.57% | Add +8.9% | 328,989 | $16.3M |
| Franklin Resources Inc. | 0.01% | Add +2.0% | 328,659 | $16.2M |
| Dynamic Advisor Solutions LLC | 0.51% | Add +8.4% | 327,904 | $16.2M |
| Waterford Advisors, LLC | 6.79% | Add +1.1% | 327,767 | $16.2M |
| Level Financial Advisors | 7.01% | Add +5.1% | 327,191 | $16.2M |
| Caprock Group, LLC | 0.65% | Add +10.8% | 323,866 | $16.0M |
| F/m Investments LLC | 0.57% | New | 321,812 | $15.9M |
| Asset Planning Corporation | 11.80% | Add +1.4% | 319,101 | $15.8M |
| American Money Management, LLC | 3.36% | Add +0.4% | 318,253 | $15.7M |
| Orin Green Financial, LLC | 7.16% | New | 314,731 | $15.6M |
| RE Dickinson Investment Advisors, LLC | 9.47% | Reduce -21.0% | 314,614 | $15.5M |
| Summit Wealth Group, LLC | 4.65% | New | 313,529 | $15.5M |
| World Investment Advisors | 0.96% | Add +1338.8% | 312,554 | $15.4M |
| Sand Hill Global Advisors, LLC | 0.70% | Reduce -4.6% | 311,324 | $15.4M |
| Aspen Grove Capital, LLC | 3.62% | Add +3.4% | 311,055 | $15.4M |
| Latigo Investments, LLC | 7.77% | No change | 306,975 | $15.2M |
| Wealth Forward, LLC | 11.81% | Add +1.8% | 305,821 | $15.1M |
| Plancorp, LLC | 0.65% | Add +12.1% | 305,523 | $15.1M |
| Abacus Planning Group, Inc. | 2.93% | Add +6.9% | 305,491 | $15.1M |
| Argent Trust Co | 0.66% | Reduce -0.4% | 304,110 | $15.0M |
| Fairview Capital Investment Management, LLC | 0.84% | Reduce -6.3% | 303,888 | $15.0M |
| Telos Capital Management, Inc. | 1.66% | Add +0.3% | 302,675 | $15.0M |
| Atmos Advisory, LLC | 11.69% | Add +2.5% | 302,518 | $15.0M |
| Legacy Financial Group LLC | 2.92% | Reduce -8.5% | 300,691 | $14.9M |
| Wealthspire Retirement, LLC | 1.24% | Add +3.9% | 298,868 | $14.8M |
| Advisory Services Network, LLC | 0.30% | Add +53.9% | 297,183 | $14.7M |
| Echo45 Advisors LLC | 10.32% | Reduce -20.7% | 297,160 | $14.7M |
| Motive Wealth Advisors | 8.81% | Add +2.6% | 296,968 | $14.7M |
| HT Partners LLC | 5.15% | Add +2.9% | 294,682 | $14.6M |
| Operose Advisors LLC | 5.15% | Add +11.9% | 294,164 | $14.5M |
| Mosaic Family Wealth Partners, LLC | 2.33% | Add +1.4% | 293,721 | $14.5M |
| Portland Global Advisors LLC | 1.97% | Add +3.4% | 293,651 | $14.5M |
| CSM Advisors, LLC | 1.02% | Add +18.3% | 290,704 | $14.4M |
| ORG Partners LLC | 1.79% | New | 289,932 | $14.3M |
| Cornerstone Wealth Advisors, Inc. | 4.29% | Add +0.6% | 290,161 | $14.3M |
| Stewardship Advisors, LLC | 4.74% | Add +113.4% | 289,924 | $14.3M |
| Equitable Holdings, Inc. | 0.15% | Reduce -1.7% | 289,091 | $14.3M |
| SilverOak Wealth Management LLC | 3.42% | Add +1.7% | 288,325 | $14.2M |
| RFG Advisory, LLC | 0.46% | Add +23.2% | 286,876 | $14.2M |
| 5th Street Advisors, LLC | 7.39% | Reduce -1.0% | 286,199 | $14.1M |
| Riversedge Advisors, LLC | 3.41% | Reduce -10.9% | 282,859 | $14.0M |
| CW Advisors, LLC | 0.22% | Add +1.1% | 278,969 | $13.8M |
| Advisors Capital Management, LLC | 0.24% | Add +5.3% | 278,718 | $13.8M |
| Montis Financial, LLC | 6.22% | Add +12.2% | 274,346 | $13.6M |
| Applied Capital LLC | 7.77% | Add +2.2% | 273,996 | $13.5M |
| Bradley Foster & Sargent Inc. | 0.24% | Add +2.2% | 273,376 | $13.5M |
| Annapolis Financial Services, LLC | 4.34% | Reduce -3.8% | 271,054 | $13.4M |
| Rodgers & Associates, LTD | 1.72% | Add +2.1% | 270,459 | $13.4M |
| Capital International Investors | 0.00% | Reduce -51.1% | 268,711 | $13.3M |
| Regal Investment Advisors LLC | 0.88% | Add +1.0% | 268,294 | $13.3M |
| Nadler Financial Group, Inc. | 1.56% | Add +2.5% | 268,186 | $13.3M |
| One Degree Advisors Inc | 6.35% | Add +2.3% | 266,341 | $13.2M |
| Penney Financial, LLC | 9.62% | Reduce -2.4% | 266,306 | $13.2M |
| Zuckerman Investment Group, LLC | 1.52% | Add +7.5% | 265,515 | $13.1M |
| Marathon Mission, Inc. | 9.93% | Add +5.3% | 265,202 | $13.1M |
| MBM Wealth Consultants, LLC | 4.46% | Add +2.7% | 260,929 | $13.1M |
| PFG Private Wealth Management, LLC | 7.92% | Add +1.3% | 264,159 | $13.1M |
| Cherry Tree Wealth Management, LLC | 3.28% | Add +2.4% | 264,006 | $13.0M |
| Capasso Planning Partners LLC | 4.20% | Reduce -3.2% | 261,429 | $12.9M |
| Wooster Corthell Wealth Management, Inc. | 2.91% | Reduce -0.7% | 260,383 | $12.9M |
| Bordeaux Wealth Advisors LLC | 2.46% | Add +430.5% | 259,607 | $12.8M |
| Cambridge Capital Management, LLC | 9.48% | Add +7.1% | 259,361 | $12.8M |
| Smith & Howard Wealth Management, LLC | 3.82% | Reduce -1.4% | 259,323 | $12.8M |
| Halbert Hargrove Global Advisors, LLC | 0.75% | Reduce -1.4% | 259,049 | $12.8M |
| Abbrea Capital, LLC | 1.69% | Add +11.5% | 258,748 | $12.8M |
| GYL Financial Synergies, LLC | 0.99% | Add +3.7% | 258,349 | $12.8M |
| Geneos Wealth Management Inc. | 0.57% | Add +4.0% | 257,708 | $12.7M |
| Independent Advisor Alliance | 0.44% | Reduce -6.4% | 257,633 | $12.7M |
| Smith, Moore & Co. | 1.31% | Reduce -1.4% | 256,791 | $12.7M |
| One Day In July LLC | 1.57% | Add +5.1% | 254,421 | $12.6M |
| Harbour Investments, Inc. | 0.42% | Add +8.9% | 253,479 | $12.5M |
| FMA Wealth Management, LLC | 10.08% | Add +2.8% | 252,340 | $12.5M |
| Norris Perne & French LLP | 0.90% | Add +0.4% | 250,564 | $12.4M |
| Clearstead Advisors, LLC | 0.21% | Add +68.1% | 249,591 | $12.3M |
| Warner Financial, Inc. | 6.01% | Add +3.1% | 249,165 | $12.3M |
| Arcataur Capital Management LLC | 4.38% | Reduce -0.8% | 248,722 | $12.3M |
| Waypoint Capital Advisors, LLC | 3.06% | Add +23.9% | 247,480 | $12.2M |
| Towerpoint Wealth, LLC | 6.10% | Add +1.5% | 247,435 | $12.2M |
| &partners | 0.53% | Add +523.7% | 245,445 | $12.1M |
| QRG Capital Management, Inc. | 0.14% | Add +10.4% | 245,357 | $12.1M |
| Integrity Wealth Solutions LLC | 7.88% | Add +6.8% | 245,284 | $12.1M |
| AdvisorNet Financial, Inc | 1.10% | Add +7.2% | 244,158 | $12.1M |
| Drucker Wealth 3.0, LLC | 3.20% | — | 244,086 | $12.1M |
| Central Bank & Trust Co. | 1.66% | Add +1.2% | 242,116 | $12.0M |
| Moller Wealth Partners | 3.18% | Add +0.5% | 241,159 | $11.9M |
| Bristlecone Advisors, LLC | 1.01% | Add +3.3% | 240,649 | $11.9M |
| Advisor OS, LLC | 1.30% | Add +8.6% | 239,565 | $11.8M |
| Petredis Investment Advisors LLC | 1.32% | Add +18.1% | 238,841 | $11.8M |
| Staley Capital Advisers Inc. | 0.54% | Reduce -0.0% | 238,227 | $11.8M |
| Private Ocean, LLC | 1.04% | Add +76.7% | 237,900 | $11.8M |
| Kearns & Associates LLC | 8.77% | Add +1.3% | 237,566 | $11.7M |
| Mondrian Investment Partners LTD | 0.18% | Reduce -54.0% | 233,379 | $11.7M |
| Bailard, Inc. | 0.32% | Reduce -1.3% | 234,232 | $11.6M |
| Epacria Capital Partners, LLC | 8.50% | No change | 233,000 | $11.5M |
| Ade, LLC | 7.77% | Add +2.8% | 232,838 | $11.5M |
| Gordian Advisors LLC | 11.05% | Reduce -3.8% | 232,025 | $11.5M |
| Hobart Private Capital, LLC | 3.26% | Add +52.1% | 231,509 | $11.4M |
| AllSquare Wealth Management LLC | 6.85% | Reduce -1.7% | 231,054 | $11.4M |
| Values Added Financial LLC | 8.21% | Add +3.2% | 230,499 | $11.4M |
| Crestmont Private Wealth LLC | 5.45% | Reduce -5.3% | 228,816 | $11.3M |
| Battery Global Advisors, LLC | 7.43% | Add +82.6% | 227,233 | $11.2M |
| Waterloo Capital, L.P. | 1.35% | Add +2.8% | 226,766 | $11.2M |
| Tenon Financial LLC | 8.73% | Add +11.1% | 226,593 | $11.2M |
| Ashton Thomas Securities, LLC | 2.70% | — | 222,873 | $11.2M |
| Omnia Family Wealth, LLC | 4.72% | Add +15.3% | 225,466 | $11.1M |
| Vident Advisory, LLC | 0.31% | Add +14.2% | 224,990 | $11.1M |
| Seven Post Investment Office LP | 2.06% | Reduce -4.3% | 224,714 | $11.1M |
| Sterling Wealth Management, Inc. | 5.26% | Add +5.1% | 224,425 | $11.1M |
| Wealth Alliance Advisory Group, LLC | 2.50% | Add +2.0% | 224,394 | $11.1M |
| Martel Wealth Advisors LLC | 2.37% | Reduce -4.7% | 223,977 | $11.1M |
| Agilis Partners LLC | 3.35% | Reduce -1.3% | 222,457 | $11.0M |
| Eagle Bay Advisors LLC | 6.65% | Add +17.7% | 222,087 | $11.0M |
| White Wing Wealth Management | 8.78% | Reduce -7.1% | 221,962 | $11.0M |
| Ebor Charitable Trust | 23.37% | Reduce -0.4% | 221,080 | $10.9M |
| Great Valley Advisor Group, Inc. | 0.31% | Add +1.0% | 220,983 | $10.9M |
| Gould Capital, LLC | 7.68% | Reduce -1.0% | 220,482 | $10.9M |
| Hiley Hunt Wealth Management | 6.72% | Add +2.2% | 220,252 | $10.9M |
| Hillcrest Wealth Advisors - NY, LLC | 5.83% | Add +2.5% | 218,985 | $10.8M |
| Chesley Taft & Associates LLC | 0.54% | Add +1.1% | 217,658 | $10.8M |
| Lodestar Private Asset Management LLC | 1.48% | Add +5.5% | 217,142 | $10.7M |
| Concurrent Investment Advisors, LLC | 0.35% | Reduce -2.8% | 216,947 | $10.7M |
| Signature Estate & Investment Advisors LLC | 0.27% | Add +1014.7% | 215,808 | $10.7M |
| Per Stirling Capital Management, LLC. | 1.71% | Reduce -31.3% | 214,421 | $10.6M |
| Kitching Partners, LLC | 19.26% | Add +5.2% | 214,208 | $10.6M |
| Kings Path Partners LLC | 4.98% | — | 213,944 | $10.6M |
| Horizons Wealth Management | 8.43% | Reduce -25.3% | 210,036 | $10.6M |
| Gill Capital Partners, LLC | 4.08% | Add +1.6% | 213,720 | $10.6M |
| Fairway Wealth LLC | 6.22% | Add +2.5% | 213,487 | $10.6M |
| IFG Advisors, LLC | 2.47% | Add +1.6% | 210,864 | $10.4M |
| Bessemer Group Inc. | 0.02% | Add +57.4% | 210,323 | $10.4M |
| Ausdal Financial Partners, Inc. | 1.11% | Add +47.4% | 210,323 | $10.4M |
| Integrated Investment Consultants, LLC | 2.86% | No change | 207,157 | $10.4M |
| Evercore Wealth Management, LLC | 0.16% | Add +4.9% | 209,805 | $10.4M |
| Cape Cod Five Cents Savings Bank | 1.00% | Reduce -1.3% | 208,539 | $10.3M |
| Sterling Group Wealth Management, LLC | 5.90% | — | 208,028 | $10.3M |
| Objectivity Squared, LLC | 7.85% | Add +5.6% | 199,690 | $10.3M |
| Discipline Wealth Solutions, LLC | 8.10% | Add +13.7% | 207,676 | $10.3M |
| Auour Investments LLC | 3.79% | Add +0.0% | 205,832 | $10.2M |
| Fca Corp. | 3.24% | Add +1.6% | 204,735 | $10.1M |
| Precedent Wealth Partners, LLC | 4.07% | Add +4.0% | 204,634 | $10.1M |
| Snowden Capital Advisors LLC | 0.30% | Add +0.3% | 202,860 | $10.0M |
| Safeguard Financial, LLC | 2.78% | Reduce -0.3% | 202,121 | $10.0M |
| Employees Retirement System of Texas | 0.11% | No change | 200,000 | $9.9M |
| Mgo One Seven LLC | 0.47% | Add +37.9% | 198,860 | $9.8M |
| Ashton Thomas Private Wealth, LLC | 0.54% | Reduce -8.1% | 198,557 | $9.8M |
| Oppenheimer & Co. Inc. | 0.16% | Add +17.1% | 198,343 | $9.8M |
| Planned Solutions, Inc. | 4.81% | Add +2.0% | 197,997 | $9.8M |
| FF Advisors,LLC | 6.83% | Reduce -0.8% | 196,301 | $9.7M |
| Aerodigm Wealth, LLC | 4.46% | Reduce -4.0% | 195,946 | $9.7M |
| Peninsula Wealth, LLC | 1.81% | Reduce -56.1% | 187,856 | $9.7M |
| Financial Insights, Inc. | 2.68% | Reduce -9.9% | 194,952 | $9.6M |
| Ascent Group, LLC | 0.78% | Reduce -0.1% | 194,632 | $9.6M |
| Prosperity Consulting Group, LLC | 1.30% | Reduce -11.2% | 193,785 | $9.6M |
| Unconventional Investor, LLC | 6.75% | Add +2.1% | 193,758 | $9.6M |
| Nisa Investment Advisors, LLC | 0.06% | No change | 193,400 | $9.6M |
| Forefront Analytics, LLC | 4.57% | Add +0.9% | 193,194 | $9.5M |
| AE Wealth Management LLC | 0.10% | Add +23.8% | 192,336 | $9.5M |
| Monument Group Wealth Advisors, LLC | 6.38% | Reduce -1.1% | 192,066 | $9.5M |
| 1834 Investment Advisors Co. | 1.14% | Add +14.5% | 191,611 | $9.5M |
| BKM Wealth Management, LLC | 4.55% | Add +4.0% | 191,561 | $9.5M |
| Rockbridge Investment Management, LCC | 1.34% | Reduce -0.8% | 190,845 | $9.4M |
| NewEdge Wealth, LLC | 0.20% | Reduce -10.6% | 190,798 | $9.4M |
| HB Wealth Management, LLC | 0.11% | Add +2.8% | 190,748 | $9.4M |
| Marshall Financial Group Inc. | 3.05% | Add +0.6% | 190,181 | $9.4M |
| Quattro Financial Advisors LLC | 2.44% | Add +83.1% | 188,850 | $9.3M |
| Global Strategic Investment Solutions, LLC | 1.13% | Reduce -0.5% | 188,496 | $9.3M |
| Forbes Financial Planning, Inc. | 7.29% | Add +2.6% | 187,729 | $9.3M |
| First National Bank of Omaha | 0.61% | Add +1.4% | 187,650 | $9.3M |
| Interactive Financial Advisors, Inc. | 5.11% | Reduce -2.4% | 187,626 | $9.3M |
| Mittelman Wealth Management | 6.01% | Add +6.0% | 187,508 | $9.3M |
| OneDigital Investment Advisors LLC | 0.12% | Reduce -24.0% | 187,152 | $9.2M |
| Camden National Bank | 1.42% | Add +13.4% | 186,238 | $9.2M |
| Focus Financial Network, Inc. | 0.39% | Reduce -0.7% | 179,696 | $9.2M |
| Rareview Capital LLC | 8.74% | Add +9.0% | 184,903 | $9.1M |
| Opus Capital Group, LLC | 1.30% | Add +0.1% | 184,869 | $9.1M |
| First Manhattan Co. Llc. | 0.03% | Add +1.5% | 183,872 | $9.1M |
| Birchbrook, Inc. | 5.45% | Reduce -1.5% | 183,778 | $9.1M |
| Tarbox Family Office, Inc. | 1.60% | Reduce -1.0% | 183,275 | $9.1M |
| Ariel Investments | 0.10% | Add +16.9% | 182,114 | $9.0M |
| Integrated Advisors Network LLC | 0.46% | Add +3.5% | 181,183 | $9.0M |
| Elevated Capital Advisors, LLC | 2.51% | Reduce -3.4% | 180,622 | $8.9M |
| Fifth Third Securities, Inc. | 0.82% | Add +3.0% | 180,511 | $8.9M |
| Koshinski Asset Management, Inc. | 0.82% | Add +95.6% | 177,463 | $8.9M |
| Parsons Capital Management Inc. | 0.60% | Reduce -2.4% | 178,287 | $8.8M |
| Prudent Man Advisors, LLC | 3.10% | Add +4.5% | 171,847 | $8.8M |
| RiverGlades Family Offices LLC | 6.76% | Add +0.2% | 176,066 | $8.7M |
| O'shaughnessy Asset Management, LLC | 0.09% | Add +48.1% | 175,686 | $8.7M |
| Dynasty Wealth Management, LLC | 0.25% | Add +4.6% | 174,461 | $8.6M |
| Kraft, Davis & Associates, LLC | 2.61% | Add +0.6% | 171,469 | $8.6M |
| Mackenzie Financial Corp. | 0.01% | Add +3.1% | 173,830 | $8.6M |
| Highview Capital Management LLC | 3.57% | Add +5.6% | 173,771 | $8.6M |
| Waller Financial Planning Group, Inc. | 2.30% | Reduce -4.0% | 173,270 | $8.6M |
| Frank, Rimerman Advisors LLC | 0.61% | Add +11.0% | 173,138 | $8.6M |
| Consolidated Portfolio Review Corp | 2.00% | Add +17.8% | 173,109 | $8.6M |
| Von Berge Wealth Management Group, LLC | 5.43% | Add +0.3% | 172,654 | $8.5M |
| Tortoise Investment Management, LLC | 0.97% | Add +5.9% | 172,625 | $8.5M |
| Arete Wealth Advisors, LLC | 0.70% | Reduce -20.3% | 171,843 | $8.5M |
| Jmac Enterprises LLC | 1.48% | Add +2.8% | 170,537 | $8.4M |
| First Bancorp, Inc | 6.18% | Reduce -2.5% | 169,295 | $8.4M |
| First Citizens Bank & Trust Co. | 0.16% | Add +4.4% | 169,162 | $8.4M |
| WESCAP Management Group, Inc. | 2.35% | Reduce -1.0% | 168,237 | $8.3M |
| Hilltop Wealth Advisors, LLC | 4.17% | Reduce -1.0% | 168,110 | $8.3M |
| FSB Premier Wealth Management, Inc. | 3.71% | Reduce -3.9% | 166,441 | $8.2M |
| Northeast Investment Management | 0.39% | Add +7.1% | 166,197 | $8.2M |
| DBK Financial Counsel, LLC | 8.95% | Reduce -1.3% | 166,182 | $8.2M |
| Investment Partners, LTD. | 3.69% | Reduce -1.6% | 166,060 | $8.2M |
| PFW Advisors LLC | 2.60% | Reduce -1.2% | 165,403 | $8.2M |
| Roth Financial Partners LLC | 3.52% | Reduce -0.1% | 165,274 | $8.2M |
| Security Financial Services, INC. | 1.77% | Add +6.8% | 165,203 | $8.2M |
| Ancora Advisors LLC | 0.20% | Reduce -0.2% | 164,199 | $8.1M |
| Boston Financial Mangement LLC | 0.26% | Reduce -3.0% | 163,541 | $8.1M |
| CGN Advisors LLC | 0.94% | Add +36.4% | 163,445 | $8.1M |
| Shotwell Rutter Baer Inc | 7.10% | New | 159,865 | $8.0M |
| Schneider Downs Wealth Management Advisors, LP | 1.78% | Reduce -1.4% | 161,960 | $8.0M |
| IFP Advisors, Inc | 0.32% | Reduce -4.2% | 161,608 | $8.0M |
| Paulson Wealth Management Inc. | 2.33% | Reduce -0.4% | 161,598 | $8.0M |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 6.80% | No change | 160,036 | $7.9M |
| Goldstone Financial Group, LLC | 1.59% | Add +14.8% | 159,938 | $7.9M |
| Etesian Wealth Advisors, Inc. | 4.43% | Reduce -3.5% | 159,673 | $7.9M |
| First Heartland Consultants, Inc. | 0.78% | Add +3.1% | 159,541 | $7.9M |
| Lansing Street Advisors | 3.28% | Add +14.8% | 159,215 | $7.9M |
| Stonehearth Capital Management, LLC | 3.37% | Add +5.8% | 159,202 | $7.9M |
| Matrix Asset Advisors Inc. | 0.94% | Add +13.2% | 158,791 | $7.8M |
| Gould Asset Management LLC | 1.81% | Reduce -4.1% | 158,780 | $7.8M |
| Sunesis Advisors, LLC | 4.66% | Reduce -0.6% | 158,563 | $7.8M |
| Trust Co. of Vermont | 0.42% | Add +4.3% | 157,992 | $7.8M |
| American Investment Services, Inc. | 1.38% | Reduce -1.1% | 157,711 | $7.8M |
| Vise Technologies, Inc. | 1.36% | Add +9.2% | 157,089 | $7.8M |
| Up Strategic Wealth Investment Advisors LLC | 11.71% | Add +11.1% | 156,509 | $7.7M |
| Pitcairn Co. | 0.47% | Reduce -1.2% | 156,441 | $7.7M |
| Windsor Capital Management, LLC | 2.39% | Reduce -3.7% | 156,276 | $7.7M |
| Newport Capital Group, LLC | 6.11% | — | 156,230 | $7.7M |
| Coastline Trust Co | 0.90% | Add +3.9% | 156,176 | $7.7M |
| Mycio Wealth Partners, LLC | 1.97% | Add +0.8% | 155,842 | $7.7M |
| Roberts Wealth Advisors, LLC | 2.62% | Reduce -0.3% | 153,409 | $7.7M |
| Axxcess Wealth Management, LLC | 0.21% | Add +16.1% | 155,224 | $7.7M |
| Wealthstar Advisors, LLC | 6.10% | New | 152,343 | $7.5M |
| Cadence Bank | 0.56% | Add +3.9% | 152,103 | $7.5M |
| Private Capital Management LLC | 1.49% | Reduce -1.4% | 151,680 | $7.5M |
| Silvercrest Asset Management Group LLC | 0.05% | Reduce -0.1% | 151,527 | $7.5M |
| Sigma Planning Corp | 0.24% | Reduce -0.8% | 151,415 | $7.5M |
| Sandy Cove Advisors, LLC | 3.32% | Add +0.4% | 151,050 | $7.5M |
| Seldon Capital LP | 4.12% | No change | 149,017 | $7.4M |
| Conservest Capital Advisors, Inc. | 0.79% | No change | 146,596 | $7.4M |
| MSH Capital Advisors LLC | 2.45% | Add +0.7% | 148,360 | $7.3M |
| Obermeyer Wealth Partners | 0.42% | Reduce -0.8% | 148,333 | $7.3M |
| Creative Financial Designs Inc. | 0.65% | Reduce -9.0% | 147,972 | $7.3M |
| Black Diamond Financial, LLC | 1.41% | Add +15.9% | 147,358 | $7.3M |
| Stratos Investment Management, LLC | 0.59% | Reduce -0.6% | 144,381 | $7.1M |
| New Hampshire Trust | 1.62% | Add +1.4% | 144,071 | $7.1M |
| Plum Street Advisors, LLC | 4.14% | Reduce -3.9% | 143,694 | $7.1M |
| AlTi Global, Inc. | 0.19% | Add +6.8% | 143,675 | $7.1M |
| Hohimer Wealth Management, LLC | 1.65% | Reduce -3.1% | 143,594 | $7.1M |
| Trust Co of the South | 1.68% | Add +0.0% | 143,413 | $7.1M |
| Apollon Wealth Management, LLC | 0.22% | Reduce -75.7% | 143,412 | $7.1M |
| Regis Acquisition Inc. | 4.32% | Add +2.8% | 143,286 | $7.1M |
| Aspiriant, LLC | 0.29% | Reduce -1.0% | 142,047 | $7.0M |
| PAX Financial Group, LLC | 1.37% | Add +14.6% | 141,565 | $7.0M |
| Cwm, LLC | 0.03% | Reduce -11.8% | 141,510 | $7.0M |
| Waldron Private Wealth LLC | 0.31% | Reduce -1.5% | 141,203 | $7.0M |
| Topel & Distasi Wealth Management, LLC | 3.06% | Reduce -0.6% | 140,793 | $7.0M |
| Rosenberg Matthew Hamilton | 2.05% | Reduce -13.5% | 140,137 | $6.9M |
| MJP Associates Inc. | 1.43% | Add +2.8% | 139,125 | $6.9M |
| National Philanthropic Trust | 0.13% | Add +405.1% | 138,904 | $6.9M |
| CVA Family Office, LLC | 1.23% | Reduce -48.6% | 137,728 | $6.8M |
| Avidian Wealth Enterprises, LLC | 0.33% | Add +14.5% | 137,032 | $6.8M |
| Fonville Wealth Management LLC | 2.67% | Add +4.8% | 136,408 | $6.7M |
| Crescent Grove Advisors, LLC | 0.74% | Reduce -2.8% | 136,397 | $6.7M |
| Nations Financial Group Inc, /Ia/ | 0.55% | Add +0.0% | 136,089 | $6.7M |
| Zhang Financial LLC | 0.47% | Add +26.5% | 135,054 | $6.7M |
| Twin Focus Capital Partners, LLC | 1.06% | Add +0.1% | 134,814 | $6.7M |
| Campion Asset Management | 5.23% | Reduce -2.4% | 134,548 | $6.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.20% | Add +6.2% | 134,163 | $6.6M |
| Elmwood Wealth Management, Inc. | 2.95% | Add +9.5% | 134,094 | $6.6M |
| ETF Store, Inc. | 6.83% | Reduce -45.5% | 133,954 | $6.6M |
| Cerity Partners OCIO LLC | 0.51% | — | 133,940 | $6.6M |
| Manchester Capital Management LLC | 0.78% | Reduce -23.8% | 131,244 | $6.5M |
| Opes Wealth Management LLC | 1.35% | Add +0.8% | 131,102 | $6.5M |
| Beacon Financial Strategies CORP | 4.66% | Reduce -1.5% | 131,082 | $6.5M |
| Brighton Jones LLC | 0.21% | Add +4.8% | 130,730 | $6.5M |
| Headinvest, LLC | 1.27% | Add +0.0% | 130,722 | $6.5M |
| AlphaStar Capital Management, LLC | 0.59% | Add +0.4% | 130,065 | $6.4M |
| Becker Capital Management Inc. | 0.22% | Add +7.3% | 130,018 | $6.4M |
| Brandywine Trust Co. | 1.06% | Add +4.1% | 129,767 | $6.4M |
| Berkshire Asset Management LLC | 0.32% | Reduce -0.3% | 129,654 | $6.4M |
| Private Trust Co. NA | 0.69% | Reduce -19.5% | 129,494 | $6.4M |
| RS Crum Inc. | 1.68% | Reduce -2.5% | 129,365 | $6.4M |
| Traction Financial Partners, LLC | 4.63% | Reduce -3.3% | 126,033 | $6.4M |
| McNamara Financial Services, Inc. | 1.35% | Add +4.9% | 128,810 | $6.4M |
| Asset Allocation Strategies LLC | 2.12% | Add +20.8% | 127,447 | $6.3M |
| Joule Financial, LLC | 2.53% | Add +2.5% | 125,776 | $6.2M |
| Savvy Advisors, Inc. | 2.02% | Add +356.8% | 125,671 | $6.2M |
| Liberty Capital Management, Inc. | 1.47% | Add +14.4% | 125,226 | $6.2M |
| Procyon Advisors, LLC | 0.46% | Add +0.5% | 125,034 | $6.2M |
| Ieq Capital, LLC | 0.08% | Add +14.4% | 124,986 | $6.2M |
| Avestar Capital, LLC | 0.68% | Reduce -4.5% | 124,727 | $6.2M |
| McNaughton Wealth Management, LLC | 3.26% | Add +5.1% | 124,540 | $6.2M |
| Arcus Capital Partners, LLC | 2.37% | Reduce -2.0% | 124,430 | $6.1M |
| Sequoia Financial Advisors, LLC | 0.07% | Add +54.0% | 123,933 | $6.1M |
| State Street Corp. | 0.00% | Reduce -90.1% | 123,931 | $6.1M |
| Algorithmic Investment Models, LLC | 4.78% | Reduce -6.2% | 123,843 | $6.1M |
| Moody National Bank Trust Division | 0.47% | Add +6.7% | 123,265 | $6.1M |
| Main Street Financial Solutions, LLC | 0.57% | Add +16.3% | 121,870 | $6.0M |
| Asset Allocation & Management Company, LLC | 3.96% | No change | 121,376 | $6.0M |
| Associated Banc-Corp | 0.19% | Add +3.6% | 121,309 | $6.0M |
| Smartleaf Asset Management LLC | 0.97% | Reduce -1.5% | 119,832 | $5.9M |
| Common Fund for Nonprofit Organizations | 0.82% | Reduce -25.7% | 119,614 | $5.9M |
| First Financial Corp. | 3.00% | Add +20.2% | 119,217 | $5.9M |
| Sebold Capital Management, Inc. | 4.06% | Reduce -4.0% | 118,997 | $5.9M |
| Curi Capital, LLC | 0.14% | Reduce -1.3% | 118,954 | $5.9M |
| Fortis Advisors, LLC | 4.14% | Reduce -1.2% | 118,833 | $5.9M |
| Roundview Capital LLC | 0.46% | Add +1.2% | 118,702 | $5.9M |
| Broadview Financial Management, LLC | 4.27% | Add +1.7% | 118,701 | $5.9M |
| Aveo Capital Partners, LLC | 0.66% | Reduce -2.4% | 118,478 | $5.9M |
| Steel Grove Capital Advisors, LLC | 0.81% | Reduce -2.5% | 118,462 | $5.9M |
| Walkner Condon Financial Advisors LLC | 1.26% | Add +16.4% | 118,201 | $5.8M |
| Fairman Group, LLC | 5.92% | Add +4.9% | 117,896 | $5.8M |
| Fiducient Advisors LLC | 0.80% | Reduce -10.0% | 117,199 | $5.8M |
| McAdam, LLC | 0.35% | Add +2.5% | 117,155 | $5.8M |
| Farrell Financial LLC | 4.48% | Add +11.6% | 116,493 | $5.8M |
| BlueSky Wealth Advisors, LLC | 0.97% | New | 116,300 | $5.7M |
| Lanark Financial, Inc. | 0.52% | Reduce -1.4% | 116,254 | $5.7M |
| First PREMIER Bank | 1.53% | Add +1.6% | 115,749 | $5.7M |
| Corrigan Financial, Inc. | 1.44% | No change | 112,747 | $5.7M |
| Stillwater Capital Advisors, LLC | 0.79% | Add +25.0% | 114,332 | $5.7M |
| Sachem Hill LLC | 1.21% | Add +1.2% | 114,303 | $5.6M |
| Nicolet Bankshares Inc. | 1.18% | Reduce -2.5% | 113,748 | $5.6M |
| Okabena Investment Services Inc. | 1.78% | Add +9.5% | 113,546 | $5.6M |
| RHS Financial, LLC | 3.43% | Add +3.6% | 113,521 | $5.6M |
| Principal Financial Group Inc. | 0.00% | Reduce -2.2% | 113,241 | $5.6M |
| Leeward Financial Partners, LLC | 2.27% | Add +3.7% | 113,207 | $5.6M |
| Systelligence, LLC | 1.49% | Reduce -0.3% | 112,967 | $5.6M |
| Bray Capital Advisors | 1.39% | Reduce -0.0% | 111,690 | $5.5M |
| Clarity Capital Advisors, LLC | 4.26% | Add +4.9% | 111,515 | $5.5M |
| Prio Wealth Limited Partnership | 0.16% | Reduce -10.0% | 111,157 | $5.5M |
| Checchi Capital Advisers, LLC | 0.43% | Reduce -3.5% | 111,098 | $5.5M |
| Sound Stewardship, LLC | 3.33% | Add +0.9% | 111,042 | $5.5M |
| SignalPoint Asset Management, LLC | 1.46% | Add +220.3% | 110,581 | $5.5M |
| Compton Wealth Advisory Group, LLC | 1.45% | Add +52.7% | 110,377 | $5.5M |
| Mayflower Financial Advisors, LLC | 0.89% | Add +3.9% | 109,707 | $5.4M |
| Archvest Wealth Advisors, Inc. | 3.59% | Add +5.6% | 109,383 | $5.4M |
| Northland Capital Management LLC | 3.78% | Reduce -21.0% | 109,405 | $5.4M |
| Creekside Partners | 2.98% | — | 109,034 | $5.4M |
| Encompass Wealth Advisors, LLC | 1.43% | Reduce -2.3% | 108,621 | $5.4M |
| Meridian Wealth Advisors, LLC | 0.96% | Add +3.3% | 108,575 | $5.4M |
| Taylor Hoffman Wealth Management | 2.18% | Add +0.8% | 108,219 | $5.4M |
| DDFG, Inc | 1.65% | Reduce -0.1% | 107,858 | $5.3M |
| Brandywine Oak Private Wealth LLC | 0.54% | No change | 106,832 | $5.3M |
| Nuveen Asset Management, LLC | 0.00% | No change | 106,811 | $5.3M |
| Carolinas Wealth Consulting LLC | 1.02% | Add +1.2% | 106,718 | $5.3M |
| Eclectic Associates Inc. | 2.34% | Add +3.8% | 106,544 | $5.3M |
| Bank of New Hampshire | 1.36% | Reduce -0.7% | 106,142 | $5.2M |
| Resolute Advisors LLC | 1.34% | Add +4.6% | 105,357 | $5.2M |
| SVB Wealth LLC | 0.13% | Reduce -20.9% | 104,918 | $5.2M |
| Cary Street Partners Investment Advisory LLC | 0.21% | Reduce -5.6% | 122,922 | $5.2M |
| Rehmann Capital Advisory Group | 0.37% | Add +3.5% | 104,198 | $5.2M |
| Marathon Strategic Advisors, LLC | 6.02% | New | 104,229 | $5.2M |
| Chicago Partners Investment Group LLC | 0.20% | Add +7.6% | 102,647 | $5.1M |
| Baker Boyer National Bank | 1.80% | Add +22.0% | 104,008 | $5.1M |
| Sentinel Trust Co. Lba | 0.63% | Reduce -1.8% | 103,757 | $5.1M |
| Csenge Advisory Group | 0.29% | Add +24.1% | 103,719 | $5.1M |
| ICONIQ Capital, LLC | 0.11% | New | 103,456 | $5.1M |
| Smithbridge Asset Management Inc. | 1.06% | Add +0.3% | 103,451 | $5.1M |
| Emprise Bank | 3.11% | Add +9.8% | 101,877 | $5.0M |
| Motley Fool Wealth Management, LLC | 0.25% | Add +8.8% | 100,169 | $5.0M |
| Diversify Advisory Services, LLC | 0.27% | Reduce -1.0% | 99,426 | $5.0M |
| Certified Advisory Corp | 0.62% | Add +3.6% | 99,840 | $4.9M |
| Graves Light Lenhart Wealth, Inc. | 0.56% | Add +10.8% | 99,591 | $4.9M |
| JT Stratford LLC | 0.91% | Add +3.2% | 99,218 | $4.9M |
| Dorsey & Whitney Trust CO LLC | 0.33% | Reduce -1.1% | 97,800 | $4.8M |
| HM Payson & Co. | 0.09% | Add +0.0% | 97,677 | $4.8M |
| Bluestem Financial Advisors, LLC | 2.42% | Reduce -1.8% | 96,838 | $4.8M |
| FSA Advisors, Inc. | 4.99% | Reduce -4.3% | 96,691 | $4.8M |
| BSW Wealth Partners | 0.78% | Add +2.3% | 96,537 | $4.8M |
| Tradition Wealth Management, LLC | 0.46% | Add +3.5% | 96,331 | $4.8M |
| Smithfield Trust Co | 0.25% | Reduce -1.0% | 96,118 | $4.7M |
| Stock Yards Bank & Trust Co. | 0.16% | Reduce -13.7% | 95,811 | $4.7M |
| LifeGuide Financial Advisors, LLC | 2.30% | Add +1.3% | 95,651 | $4.7M |
| Haverford Trust Co | 0.05% | Add +13.9% | 95,288 | $4.7M |
| Verum Partners LLC | 1.52% | Reduce -17.1% | 95,221 | $4.7M |
| TPG Advisors LLC | 4.00% | — | 95,092 | $4.7M |
| Kentucky Farm Bureau Mutual Insurance Co | 1.07% | No change | 95,000 | $4.7M |
| BluePointe Capital Management, LLC | 3.15% | Add +1.7% | 94,923 | $4.7M |
| SouthState Bank Corp | 0.34% | Reduce -3.4% | 94,850 | $4.7M |
| FFT Wealth Management LLC | 0.41% | Reduce -1.2% | 94,573 | $4.7M |
| Gradient Capital Advisors, LLC | 1.67% | Add +1.5% | 94,410 | $4.7M |
| EPIQ Capital Group, LLC | 1.64% | Add +1.4% | 94,293 | $4.7M |
| NorthStar Asset Management LLC | 3.22% | Add +6.1% | 94,031 | $4.6M |
| Rinkey Investments | 1.67% | Add +1.6% | 93,925 | $4.6M |
| St Germain D J Co. Inc. | 0.22% | Reduce -2.1% | 93,800 | $4.6M |
| Oak Hill Wealth Advisors, LLC | 1.40% | — | 93,632 | $4.6M |
| Mitchell McLeod Pugh & Williams Inc. | 1.05% | Add +5.0% | 93,516 | $4.6M |
| DRW Securities, LLC | 0.28% | Add +1032.3% | 93,056 | $4.6M |
| Trek Financial, LLC | 0.36% | Add +14.2% | 92,910 | $4.6M |
| Elite Life Management LLC | 17.74% | Add +16.6% | 92,552 | $4.6M |
| Fort Sheridan Advisors LLC | 0.74% | Add +2.1% | 92,429 | $4.6M |
| Naples Global Advisors, LLC | 0.46% | Add +6.7% | 92,095 | $4.6M |
| Angeles Investment Advisors, LLC | 0.23% | Reduce -16.4% | 91,795 | $4.5M |
| Grey Ledge Advisors, LLC | 1.24% | Add +8.7% | 91,608 | $4.5M |
| Summit Financial Strategies, Inc. | 0.56% | Add +1.1% | 91,375 | $4.5M |
| Rockingstone Advisors LLC | 2.31% | Add +1.1% | 91,255 | $4.5M |
| Narus Financial Partners, LLC | 1.82% | Add +1.7% | 91,196 | $4.5M |
| Cypress Wealth Services, LLC | 1.00% | Reduce -2.4% | 91,089 | $4.5M |
| Rothschild Wealth LLC | 1.46% | Add +1.1% | 90,735 | $4.5M |
| Tamar Securities, LLC | 0.73% | Add +6.8% | 90,661 | $4.5M |
| Jump Financial, LLC | 0.09% | Add +111.5% | 90,074 | $4.5M |
| Life Planning Partners, Inc | 4.04% | Add +8.1% | 90,067 | $4.5M |
| Texas Capital Bancshares Inc | 1.83% | Reduce -0.1% | 90,034 | $4.4M |
| Fulton Breakefield Broenniman LLC | 0.33% | Add +4.2% | 89,661 | $4.4M |
| Alley Investment Management Company, LLC | 0.60% | Add +0.4% | 89,374 | $4.4M |
| First National Corp. /Ma/ | 1.05% | Reduce -8.3% | 89,329 | $4.4M |
| Berger Financial Group, Inc | 0.35% | Reduce -6.2% | 89,256 | $4.4M |
| Nabity-Jensen Investment Management Inc | 3.58% | Reduce -1.9% | 88,537 | $4.4M |
| Phoenix Wealth Advisors | 2.20% | Add +9.1% | 88,502 | $4.4M |
| Prime Capital Investment Advisors, LLC | 0.06% | Reduce -8.6% | 88,325 | $4.4M |
| FC Advisory LLC | 1.59% | Reduce -1.1% | 88,001 | $4.3M |
| Centennial Bank | 2.13% | Add +0.1% | 87,994 | $4.3M |
| Shepherd Financial Partners LLC | 0.56% | Reduce -3.6% | 87,626 | $4.3M |
| MidAtlantic Capital Management, Inc. | 3.62% | Add +33.6% | 87,362 | $4.3M |
| Condor Capital Management | 0.41% | Reduce -1.2% | 87,142 | $4.3M |
| All Season Financial Advisors, Inc. | 3.89% | Add +8.1% | 86,735 | $4.3M |
| Silver Oak Securities, Incorporated | 0.64% | Add +15.5% | 86,455 | $4.3M |
| Olympus Wealth Management, LLC | 1.34% | New | 86,371 | $4.3M |
| Foundations Investment Advisors, LLC | 0.10% | Add +6.6% | 85,445 | $4.2M |
| Wedbush Securities Inc. | 0.15% | Reduce -9.5% | 85,115 | $4.2M |
| Stone Summit Wealth LLC | 1.50% | Add +7.4% | 84,899 | $4.2M |
| Maripau Wealth Management LLC | 2.86% | Add +38.2% | 84,763 | $4.2M |
| GenTrust, LLC | 0.23% | Add +1.0% | 84,395 | $4.2M |
| IHT Wealth Management, LLC | 0.16% | Reduce -4.8% | 84,596 | $4.2M |
| Sabal Trust CO | 0.25% | Add +1.9% | 84,030 | $4.2M |
| Capital Asset Advisory Services LLC | 0.23% | Add +13.0% | 82,888 | $4.2M |
| Blue Investment Partners LLC | 1.86% | Reduce -3.6% | 83,120 | $4.1M |
| Silver Coast Investments LLC | 1.68% | Reduce -6.8% | 83,071 | $4.1M |
| James J. Burns & Company, LLC | 0.80% | Add +86.1% | 82,733 | $4.1M |
| Wescott Financial Advisory Group, LLC | 0.47% | Add +1.1% | 82,667 | $4.1M |
| Cutler Investment Counsel LLC | 0.55% | Add +0.2% | 82,360 | $4.1M |
| Nottingham Advisors, Inc. | 0.48% | Add +5.7% | 82,046 | $4.1M |
| Capital Analysts, LLC | 0.18% | Add +4.8% | 81,953 | $4.0M |
| Kingsview Wealth Management, LLC | 0.10% | Add +29.1% | 81,705 | $4.0M |
| Parthenon LLC | 0.51% | Add +1.6% | 81,701 | $4.0M |
| Breed's Hill Capital LLC | 3.56% | No change | 81,414 | $4.0M |
| Compass Financial Group, Inc. | 1.99% | Add +0.3% | 79,142 | $4.0M |
| Opinicus Capital, Inc. | 3.35% | Add +2.1% | 80,298 | $4.0M |
| MBB Public Markets I LLC | 0.08% | No change | 80,000 | $4.0M |
| Bakala Capital LLC | 28.19% | Add +18.3% | 79,121 | $3.9M |
| Columbus Macro, LLC | 1.50% | Add +6.5% | 78,498 | $3.9M |
| Great Lakes Advisors, LLC | 0.03% | Add +14.5% | 78,326 | $3.9M |
| Oxford Financial Group, LTD. LLC | 0.26% | Add +183.7% | 78,290 | $3.9M |
| Americana Partners, LLC | 0.30% | Reduce -0.1% | 78,058 | $3.9M |
| Moors & Cabot, Inc. | 0.21% | Add +20.2% | 77,973 | $3.9M |
| Pillar Wealth Advisors, LLC | 4.61% | Reduce -42.9% | 77,683 | $3.8M |
| Northwest Wealth Management, LLC | 0.99% | Reduce -9.7% | 77,536 | $3.8M |
| CoreFirst Bank & Trust | 2.55% | Add +47.4% | 76,697 | $3.8M |
| New Republic Capital, LLC | 1.90% | Add +0.2% | 76,632 | $3.8M |
| Gladstone Institutional Advisory LLC | 0.20% | Add +20.4% | 76,522 | $3.8M |
| Weinberger Asset Management, Inc | 1.78% | Reduce -2.8% | 76,286 | $3.8M |
| Blueprint Investment Partners LLC | 0.82% | Add +0.6% | 76,243 | $3.8M |
| Jacobi Capital Management LLC | 0.33% | Add +315.7% | 76,213 | $3.8M |
| BOS Asset Management, LLC | 1.74% | Reduce -0.7% | 75,905 | $3.8M |
| Arrowroot Family Office, LLC | 2.40% | Add +2.6% | 75,895 | $3.8M |
| Sensible Financial Planning & Management, LLC. | 0.80% | Reduce -1.1% | 75,278 | $3.7M |
| Debussy Capital Management LP | 1.06% | Add +0.3% | 75,201 | $3.7M |
| RBF Capital, LLC | 0.22% | No change | 75,000 | $3.7M |
| C M Bidwell & Associates Ltd. | 2.48% | Reduce -6.8% | 74,867 | $3.7M |
| Ironwood Financial, llc | 0.83% | Add +6.4% | 74,598 | $3.7M |
| Maia Wealth LLC | 1.11% | — | 72,120 | $3.7M |
| Ameritas Advisory Services, LLC | 0.14% | Add +12.2% | 74,101 | $3.7M |
| Laraway Financial Advisors Inc | 3.12% | Add +1.4% | 73,794 | $3.6M |
| Barry Investment Advisors, LLC | 1.23% | Reduce -1.9% | 73,779 | $3.6M |
| W.H. Cornerstone Investments Inc. | 2.56% | Add +26.1% | 73,005 | $3.6M |
| Wesbanco Bank Inc. | 0.13% | Add +46.7% | 72,522 | $3.6M |
| Willis Johnson & Associates, Inc. | 0.29% | Add +9.7% | 72,321 | $3.6M |
| Park National Corp. | 0.13% | Reduce -1.5% | 71,962 | $3.6M |
| MorganRosel Wealth Management, LLC | 1.24% | Add +7.7% | 70,996 | $3.5M |
| Provident Wealth Management, LLC | 1.26% | Reduce -8.0% | 69,970 | $3.5M |
| US Financial Advisors, LLC | 1.16% | Reduce -1.2% | 69,801 | $3.4M |
| DAVENPORT & Co LLC | 0.02% | Add +10.8% | 69,531 | $3.4M |
| Baron Wealth Management LLC | 1.76% | Add +0.8% | 68,660 | $3.4M |
| Essex Financial Services, Inc. | 0.25% | Add +34.9% | 69,243 | $3.4M |
| Hoylecohen, LLC | 0.25% | Reduce -6.3% | 68,162 | $3.4M |
| AQR Capital Management | 0.01% | Add +31.4% | 68,082 | $3.4M |
| Financial Advocates Investment Management | 0.21% | Reduce -3.8% | 67,760 | $3.3M |
| Independent Family Office, LLC | 1.91% | Add +23.1% | 67,686 | $3.3M |
| West Bancorporation Inc. | 2.47% | Reduce -9.8% | 67,552 | $3.3M |
| Steph & Co. | 1.13% | Add +27.6% | 67,320 | $3.3M |
| Greystone Financial Group, LLC | 0.65% | Reduce -4.4% | 67,276 | $3.3M |
| Van Cleef Asset Management,Inc | 0.42% | Reduce -4.9% | 67,203 | $3.3M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.94% | Add +25.9% | 67,200 | $3.3M |
| Highland Capital Management, LLC | 0.20% | Reduce -4.2% | 67,082 | $3.3M |
| Gold Investment Management Ltd. | 1.40% | Reduce -0.1% | 66,817 | $3.3M |
| RiverFront Investment Group, LLC | 0.09% | No change | 66,018 | $3.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.48% | Reduce -0.7% | 65,722 | $3.2M |
| Conning Inc. | 0.12% | No change | 65,275 | $3.2M |
| Echo Wealth Management, LLC | 2.42% | Reduce -5.8% | 64,956 | $3.2M |
| Schechter Investment Advisors, LLC | 0.24% | Add +1.0% | 64,866 | $3.2M |
| LGL Partners, LLC | 0.47% | Add +0.9% | 64,749 | $3.2M |
| Golden Road Advisors LLC | 2.63% | Reduce -4.4% | 63,587 | $3.2M |
| Camelot Technology Advisors, Inc. | 2.96% | Add +0.9% | 64,351 | $3.2M |
| Diversified Trust Co. | 0.09% | Add +5.8% | 64,143 | $3.2M |
| VERITY Wealth Advisors | 2.37% | Add +0.9% | 64,060 | $3.2M |
| Afg Fiduciary Services Limited Partnership | 2.21% | Reduce -9.2% | 62,218 | $3.2M |
| Warwick Investment Management, Inc. | 0.74% | Reduce -0.4% | 63,923 | $3.2M |
| Barrett & Company, Inc. | 1.42% | Add +0.3% | 63,430 | $3.1M |
| Revolve Wealth Partners, LLC | 0.52% | Add +1.4% | 63,424 | $3.1M |
| Carr Financial Group Corp | 0.99% | Reduce -17.5% | 63,049 | $3.1M |
| Wick Capital Partners, LLC | 1.08% | New | 54,439 | $3.1M |
| Caldwell Trust Co | 0.34% | Add +14.3% | 62,359 | $3.1M |
| Morling Financial Advisors, LLC | 1.34% | Add +0.7% | 62,270 | $3.1M |
| JDM Financial Group LLC | 2.08% | Add +0.0% | 62,239 | $3.1M |
| Peoples Bank | 1.60% | Add +2.3% | 62,231 | $3.1M |
| Visionary Wealth Advisors | 0.20% | Add +11.9% | 61,654 | $3.0M |
| First National Trust Co | 0.13% | Add +5.2% | 61,565 | $3.0M |
| Titleist Asset Management, LLC | 0.46% | Add +480.6% | 60,826 | $3.0M |
| Marquette Associates, Inc. | 2.26% | Reduce -0.9% | 60,701 | $3.0M |
| Lodestone Wealth Management LLC | 1.58% | Add +18.8% | 60,629 | $3.0M |
| Deutsche Bank AG | 0.00% | Reduce -38.0% | 60,549 | $3.0M |
| Pachira Investments Inc. | 2.65% | Add +0.8% | 60,529 | $3.0M |
| Baker Avenue Asset Management, LP | 0.10% | Reduce -3.2% | 60,311 | $3.0M |
| Simplicity Wealth,LLC | 0.07% | Reduce -1.5% | 59,910 | $3.0M |
| ETF Portfolio Partners, Inc. | 0.93% | Reduce -13.5% | 59,857 | $3.0M |
| TPG Financial Advisors, LLC | 1.40% | — | 59,854 | $3.0M |
| BancFirst Trust & Investment Management | 1.38% | Add +5.7% | 59,220 | $2.9M |
| United Advisor Group, LLC | 0.91% | Reduce -21.3% | 59,171 | $2.9M |
| Maltin Wealth Management, Inc. | 1.57% | Add +26.2% | 59,162 | $2.9M |
| Waters Parkerson & Co., LLC | 0.16% | Add +0.2% | 59,134 | $2.9M |
| Gray Private Wealth, LLC | 1.87% | Reduce -0.8% | 59,108 | $2.9M |
| LMCG Investments, LLC | 0.17% | Reduce -4.2% | 59,085 | $2.9M |
| Verus Capital Partners, LLC | 0.30% | Reduce -4.5% | 58,483 | $2.9M |
| Birch Hill Investment Advisors LLC | 0.14% | Add +1.2% | 58,422 | $2.9M |
| Financial Planning & Information Services, Inc. | 0.44% | Reduce -13.6% | 58,083 | $2.9M |
| NorthRock Partners, LLC | 0.11% | Add +93.9% | 58,012 | $2.9M |
| Avantax Planning Partners, Inc. | 0.09% | Reduce -3.1% | 57,980 | $2.9M |
| AMG National Trust Bank | 0.08% | Add +21.8% | 57,850 | $2.9M |
| Watershed Private Wealth LLC | 1.22% | Reduce -17.0% | 57,842 | $2.9M |
| CJM Wealth Advisers, Ltd. | 1.05% | Reduce -3.7% | 57,551 | $2.8M |
| Beacon Financial Group | 0.32% | Reduce -0.2% | 57,529 | $2.8M |
| Florida Trust Wealth Management Co | 0.10% | Add +2.5% | 57,454 | $2.8M |
| Scott Capital Advisors, LLC | 0.84% | Add +5.4% | 56,436 | $2.8M |
| Forum Financial Management, LP | 0.05% | Reduce -9.4% | 57,013 | $2.8M |
| NorthLanding Financial Partners, LLC | 2.94% | Add +0.6% | 56,477 | $2.8M |
| Horizon Investment Services, LLC | 1.31% | Reduce -0.4% | 56,387 | $2.8M |
| Perennial Investment Advisors, LLC | 0.40% | Add +3.7% | 56,300 | $2.8M |
| Rappaport Reiches Capital Management, LLC | 0.82% | Add +209.3% | 56,205 | $2.8M |
| Lazard Asset Management LLC | 0.00% | Add +37.3% | 56,063 | $2.8M |
| Laurel Wealth Planning LLC | 1.92% | Reduce -13.4% | 55,811 | $2.8M |
| Moser Wealth Advisors, LLC | 1.50% | Reduce -0.5% | 55,729 | $2.8M |
| General Partner, Inc. | 1.75% | No change | 55,579 | $2.7M |
| Turtle Creek Wealth Advisors, LLC | 0.64% | Add +2.7% | 55,543 | $2.7M |
| Buck Wealth Strategies, LLC | 0.81% | New | 55,408 | $2.7M |
| LifePlan Investment Advisors, Inc. | 1.96% | Add +35.5% | 55,144 | $2.7M |
| Washington Trust Advisors, Inc. | 0.25% | Add +5.3% | 55,137 | $2.7M |
| Windham Capital Management, LLC | 2.10% | No change | 54,223 | $2.7M |
| Washington Trust Bank | 0.26% | Reduce -3.1% | 53,969 | $2.7M |
| C2C Wealth Management, LLC | 2.61% | Reduce -0.4% | 53,931 | $2.7M |
| 49 Wealth Management, LLC | 0.52% | Reduce -2.2% | 53,657 | $2.7M |
| BTC Capital Management, Inc. | 0.25% | No change | 53,551 | $2.6M |
| TD Private Client Wealth LLC | 0.08% | Add +5.7% | 53,521 | $2.6M |
| Callan Family Office, LLC | 0.51% | Add +12.0% | 53,434 | $2.6M |
| Evergreen Capital Management LLC | 0.10% | Reduce -26.1% | 53,416 | $2.6M |
| Shufro Rose & Co. LLC | 0.21% | Add +4.5% | 53,099 | $2.6M |
| Appleton Partners Inc. | 0.20% | Add +3.4% | 53,101 | $2.6M |
| Boston Family Office LLC | 0.19% | Reduce -12.7% | 53,066 | $2.6M |
| SOL Capital Management CO | 0.31% | Reduce -2.6% | 53,003 | $2.6M |
| Certuity, LLC | 0.21% | Reduce -13.4% | 52,889 | $2.6M |
| Castle Wealth Management LLC | 1.25% | Reduce -3.8% | 52,762 | $2.6M |
| Falcon Wealth Planning | 0.34% | Reduce -8.0% | 52,754 | $2.6M |
| Hutchens & Kramer Investment Management Group, LLC | 1.43% | Reduce -2.0% | 52,414 | $2.6M |
| LPWM LLC | 0.89% | Add +2.3% | 51,344 | $2.6M |
| Sightline Wealth Advisors, LLC | 1.60% | Add +0.4% | 52,043 | $2.6M |
| Essex Bank | 0.69% | Reduce -3.0% | 51,924 | $2.6M |
| PFG Advisors | 0.17% | Add +7.3% | 51,642 | $2.6M |
| Partners Capital Investment Group, LLP | 0.04% | No change | 51,633 | $2.5M |
| Community Financial Services Group, LLC | 0.55% | Add +2.0% | 51,544 | $2.5M |
| Five Oceans Advisors | 1.34% | Reduce -11.0% | 51,535 | $2.5M |
| Bangor Savings Bank | 0.25% | Add +0.4% | 51,300 | $2.5M |
| RTD Financial Advisors, Inc. | 0.34% | Add +25.0% | 51,267 | $2.5M |
| SageView Advisory Group, LLC | 0.16% | Add +787.4% | 50,836 | $2.5M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Add +1.8% | 50,471 | $2.5M |
| Charter Oak Capital Management, LLC | 0.26% | Reduce -2.6% | 50,379 | $2.5M |
| Global Endowment Management, LP | 0.26% | Reduce -31.5% | 50,000 | $2.5M |
| Prospera Financial Services Inc | 0.07% | Add +3.7% | 49,706 | $2.5M |
| Maryland Capital Advisors Inc. | 1.32% | Reduce -4.3% | 49,667 | $2.5M |
| Evanson Asset Management, LLC | 0.18% | Reduce -3.5% | 49,621 | $2.5M |
| Creegan & Nassoura Financial Group, LLC | 1.68% | Reduce -0.5% | 49,526 | $2.4M |
| Grove Bank & Trust | 0.39% | Add +20.7% | 48,970 | $2.4M |
| Custos Family Office, LLC | 0.96% | Add +438.6% | 48,523 | $2.4M |
| Rakuten Investment Management, Inc. | 0.02% | Add +236.8% | 48,504 | $2.4M |
| Riverview Trust Co | 2.27% | New | 48,354 | $2.4M |
| Armbruster Capital Management, Inc. | 0.50% | Reduce -0.7% | 48,325 | $2.4M |
| PFG Investments, LLC | 0.17% | Reduce -75.2% | 48,124 | $2.4M |
| Archford Capital Strategies, LLC | 0.39% | Add +0.8% | 48,082 | $2.4M |
| Millennium Management | 0.00% | Reduce -62.9% | 47,945 | $2.4M |
| Eagle Bluffs Wealth Management LLC | 1.38% | Reduce -3.9% | 47,855 | $2.4M |
| Lindbrook Capital, LLC | 0.22% | No change | 47,843 | $2.4M |
| Evermay Wealth Management LLC | 0.38% | Reduce -2.8% | 47,782 | $2.4M |
| Nova R Wealth, Inc. | 1.22% | Reduce -3.4% | 47,711 | $2.4M |
| First National Advisers, LLC | 0.43% | Add +3.4% | 47,695 | $2.4M |
| Andina Capital Management, LLC | 1.76% | Add +10.4% | 47,493 | $2.3M |
| Fulton Bank, N.A. | 0.09% | Add +7.5% | 47,339 | $2.3M |
| Firestone Capital Management | 0.64% | Reduce -6.8% | 47,325 | $2.3M |
| Kovack Advisors, Inc. | 0.26% | Reduce -0.6% | 47,269 | $2.3M |
| Guardian Capital Advisors LP | 0.25% | Reduce -19.6% | 45,776 | $2.3M |
| Parkwood LLC | 0.29% | No change | 46,909 | $2.3M |
| Cassady Schiller Wealth Management, LLC | 0.94% | Add +21.1% | 46,882 | $2.3M |
| Thoroughbred Financial Services, LLC | 0.15% | Add +7.3% | 46,854 | $2.3M |
| Soltis Investment Advisors LLC | 0.24% | Reduce -2.7% | 46,635 | $2.3M |
| Trinity Financial Advisors LLC | 1.03% | Add +68.8% | 46,571 | $2.3M |
| Family Wealth Partners, LLC | 1.19% | Add +6.6% | 46,364 | $2.3M |
| Collective Family Office LLC | 0.67% | Reduce -0.9% | 46,181 | $2.3M |
| Highline Wealth Partners LLC | 0.86% | Add +6.2% | 45,968 | $2.3M |
| Stonebridge Financial Planning Group, LLC | 1.14% | Add +1.1% | 45,841 | $2.3M |
| Strategic Financial Planning, Inc. | 1.62% | Reduce -6.3% | 45,463 | $2.2M |
| Letson Investment Management, Inc. | 0.99% | Add +5.3% | 45,302 | $2.2M |
| Texas Yale Capital Corp. | 0.11% | No change | 45,238 | $2.2M |
| Motco | 0.13% | Reduce -17.1% | 45,140 | $2.2M |
| Diversified Portfolios, Inc. | 0.29% | No change | 44,920 | $2.2M |
| Global Wealth Management Investment Advisory, Inc. | 0.52% | Reduce -4.9% | 44,861 | $2.2M |
| Private Wealth Management Group, LLC | 0.96% | Reduce -1.9% | 44,763 | $2.2M |
| Richardson Financial Services Inc. | 1.59% | Add +1.9% | 44,664 | $2.2M |
| Chris Bulman Inc | 1.51% | — | 44,610 | $2.2M |
| One Wealth Advisors, LLC | 0.47% | Reduce -7.2% | 44,870 | $2.2M |
| Cornerstone Wealth Management, LLC | 0.17% | Add +3.8% | 44,361 | $2.2M |
| Aquire Wealth Advisors, LLC | 0.73% | Reduce -1.5% | 44,155 | $2.2M |
| Swmg, LLC | 0.97% | Add +3.0% | 44,039 | $2.2M |
| CIC Wealth, LLC | 0.60% | Add +0.2% | 43,952 | $2.2M |
| Legacy Financial Advisors, Inc. | 0.39% | Reduce -1.7% | 43,893 | $2.2M |
| Castleview Partners, LLC | 1.23% | Reduce -6.1% | 43,803 | $2.2M |
| Sowell Financial Services LLC | 0.10% | Reduce -8.9% | 43,773 | $2.2M |
| LongView Wealth Management | 0.80% | Reduce -3.3% | 43,623 | $2.2M |
| StoneX Group Inc. | 0.17% | Add +5.6% | 43,098 | $2.1M |
| M3 Advisory Group, LLC | 1.75% | Add +3.4% | 43,074 | $2.1M |
| Sunpointe, LLC | 1.38% | Add +58.6% | 43,046 | $2.1M |
| Stonekeep Investments, LLC | 1.72% | — | 43,028 | $2.1M |
| Innova Wealth Partners | 1.51% | Reduce -4.3% | 42,609 | $2.1M |
| Hardy Reed LLC | 0.21% | Reduce -0.8% | 42,599 | $2.1M |
| Inscription Capital, LLC | 0.34% | Add +5.1% | 42,272 | $2.1M |
| Barclays PLC | 0.00% | No change | 41,884 | $2.1M |
| World Equity Group, Inc. | 0.61% | Reduce -51.5% | 41,539 | $2.1M |
| Cynosure Group, LLC | 0.33% | Add +1.5% | 41,299 | $2.0M |
| Burke & Herbert Bank & Trust Co. | 0.50% | New | 41,289 | $2.0M |
| Running Point Capital Advisors, LLC | 0.84% | Reduce -3.9% | 41,244 | $2.0M |
| Cromwell Holdings LLC | 1.21% | — | 40,997 | $2.0M |
| Asset Dedication, LLC | 0.14% | Add +1.5% | 40,996 | $2.0M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Add +5.7% | 40,994 | $2.0M |
| Legacy Edge Advisors, LLC | 0.37% | Add +5.5% | 40,874 | $2.0M |
| Pine Harbor Wealth Management, LLC | 1.19% | Add +6.0% | 40,870 | $2.0M |
| Cranbrook Wealth Management, LLC | 0.49% | Reduce -17.3% | 40,650 | $2.0M |
| Formidable Asset Management, LLC | 0.32% | Add +389.2% | 40,622 | $2.0M |
| Affinity Capital Advisors, LLC | 0.42% | Add +1.5% | 40,334 | $2.0M |
| Alliance Wealth Advisors, LLC | 1.25% | Add +1.0% | 40,261 | $2.0M |
| Flagship Harbor Advisors, LLC | 0.12% | Reduce -4.4% | 40,049 | $2.0M |
| SeaCrest Wealth Management, LLC | 0.22% | Add +5.2% | 39,935 | $2.0M |
| Squire Investment Management Company, LLC | 1.12% | Add +2.6% | 39,839 | $2.0M |
| E&G Advisors, LLC | 0.58% | Add +34.0% | 39,757 | $2.0M |
| Bleakley Financial Group, LLC | 0.06% | Add +1.0% | 39,704 | $2.0M |
| Aureus Asset Management, LLC | 0.14% | Reduce -0.2% | 39,326 | $1.9M |
| Interchange Capital Partners, LLC | 0.71% | Add +11.0% | 39,207 | $1.9M |
| Eight 31 Financial, LLC | 1.49% | Reduce -74.0% | 39,205 | $1.9M |
| Bigelow Investment Advisors, LLC | 0.92% | Reduce -2.1% | 39,072 | $1.9M |
| Orcam Financial Group | 2.07% | Add +0.5% | 39,014 | $1.9M |
| Canal Capital Management, LLC | 0.33% | Reduce -1.4% | 38,919 | $1.9M |
| Quadrant Capital Group LLC | 0.14% | Reduce -5.8% | 38,917 | $1.9M |
| Aua Capital Management, LLC | 1.16% | Reduce -29.5% | 38,865 | $1.9M |
| IFG Advisory, LLC | 0.12% | Add +14.4% | 38,616 | $1.9M |
| Venture Visionary Partners LLC | 0.09% | Add +0.8% | 38,587 | $1.9M |
| Relative Value Partners Group, LLC | 0.25% | Reduce -96.4% | 38,276 | $1.9M |
| Lake Street Private Wealth, LLC | 0.25% | Add +5.9% | 38,276 | $1.9M |
| Waypoint Wealth Partners Inc. | 0.55% | Reduce -3.0% | 38,223 | $1.9M |
| Western Wealth Management, LLC | 0.14% | Add +5.1% | 38,152 | $1.9M |
| Sunburst Financial Group, LLC | 0.51% | Reduce -1.5% | 37,998 | $1.9M |
| Arbor Wealth Advisors LLC | 1.85% | Add +8.3% | 37,857 | $1.9M |
| Montecito Bank & Trust | 0.38% | Reduce -5.4% | 37,756 | $1.9M |
| Oarsman Capital, Inc. | 0.41% | Reduce -0.9% | 37,576 | $1.9M |
| Security National Bank of Sioux City Iowa | 1.33% | Reduce -0.2% | 37,419 | $1.8M |
| Rothschild Capital Partners, LLC | 0.53% | Add +22.5% | 37,414 | $1.8M |
| FSM Wealth Advisors, LLC | 0.62% | Reduce -0.9% | 37,368 | $1.8M |
| New Century Financial Group, LLC | 0.78% | New | 37,138 | $1.8M |
| Summit Global Investments | 0.13% | Reduce -13.4% | 37,068 | $1.8M |
| Red Tortoise LLC | 1.00% | Add +3.4% | 37,054 | $1.8M |
| Thrive Capital Management, LLC | 0.83% | Add +158.2% | 36,856 | $1.8M |
| West Coast Financial LLC | 0.21% | Reduce -1.5% | 36,602 | $1.8M |
| Moneco Advisors, LLC | 0.26% | Reduce -14.1% | 36,402 | $1.8M |
| Independent Financial Group, LLC | 0.07% | Add +2.1% | 36,330 | $1.8M |
| Daymark Wealth Partners, LLC | 0.08% | Add +87.3% | 36,289 | $1.8M |
| Hall Laurie J Trustee | 0.62% | No change | 36,188 | $1.8M |
| Guidance Capital, Inc. | 0.59% | Add +13.3% | 35,120 | $1.8M |
| Ironwood Investment Counsel, LLC | 0.32% | Reduce -8.5% | 36,136 | $1.8M |
| Chico Wealth RIA | 1.62% | Reduce -4.9% | 35,724 | $1.8M |
| Security Benefit Life Insurance Co. | 0.59% | Reduce -49.0% | 35,700 | $1.8M |
| International Assets Investment Management, LLC | 0.17% | Add +5.8% | 35,699 | $1.8M |
| Retirement Investment Advisors, Inc. | 0.21% | — | 35,599 | $1.8M |
| Kingswood Wealth Advisors, LLC | 0.16% | Add +4.4% | 35,508 | $1.8M |
| Calton & Associates, Inc. | 0.87% | Reduce -1.1% | 35,351 | $1.7M |
| Family CFO Inc | 1.07% | Reduce -0.9% | 35,152 | $1.7M |
| Aries Wealth Management | 0.54% | No change | 34,920 | $1.7M |
| Total Clarity Wealth Management, Inc. | 0.60% | Reduce -1.7% | 34,906 | $1.7M |
| Perennial Advisors, LLC | 0.39% | Add +2.9% | 34,771 | $1.7M |
| Strategies Wealth Advisors, LLC | 0.25% | Reduce -1.4% | 34,593 | $1.7M |
| Clear Creek Financial Management, LLC | 0.21% | Add +123.6% | 34,249 | $1.7M |
| Victory Financial Group, LLC | 0.79% | Reduce -12.4% | 34,119 | $1.7M |
| Sterling Financial Planning, Inc. | 0.68% | Reduce -3.9% | 33,960 | $1.7M |
| Ciovacco Capital Management LLC | 1.07% | Reduce -7.9% | 33,557 | $1.7M |
| Sage Capital Advisors,llc | 0.48% | Add +0.1% | 33,481 | $1.7M |
| Bragg Financial Advisors, Inc | 0.07% | Reduce -2.6% | 33,388 | $1.7M |
| Bell Bank | 0.14% | Add +19.1% | 33,379 | $1.6M |
| N.E.W. Advisory Services LLC | 0.18% | Reduce -17.0% | 33,198 | $1.6M |
| Pallas Capital Advisors LLC | 0.07% | Add +41.0% | 32,355 | $1.6M |
| City of London Investment Management Co. Ltd. | 0.14% | New | 33,000 | $1.6M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -8.3% | 33,000 | $1.6M |
| RCS Financial Planning, LLC | 0.96% | Add +4.5% | 32,937 | $1.6M |
| Clifford Swan Investment Counsel LLC | 0.06% | No change | 32,894 | $1.6M |
| Gotham Asset Management | 0.02% | Add +0.3% | 32,788 | $1.6M |
| Magnus Financial Group LLC | 0.18% | Reduce -5.8% | 32,692 | $1.6M |
| Wells Trecaso Financial Group, LLC | 0.56% | Reduce -0.0% | 32,627 | $1.6M |
| Spire Wealth Management | 0.06% | Add +1.9% | 32,611 | $1.6M |
| Legacy Bridge, LLC | 0.95% | No change | 32,596 | $1.6M |
| Liberty Wealth Management LLC | 0.29% | Add +9.2% | 32,473 | $1.6M |
| Lynx Investment Advisory | 1.19% | — | 32,489 | $1.6M |
| Colony Family Offices, LLC | 0.52% | Add +7.9% | 32,484 | $1.6M |
| Obsidian Personal Planning Solutions LLC | 0.97% | Reduce -0.8% | 32,274 | $1.6M |
| MIdWestOne Financial Group, Inc. | 0.29% | Add +69.1% | 32,040 | $1.6M |
| Jefferies Financial Group Inc. | 0.03% | Reduce -1.9% | 31,994 | $1.6M |
| Greenleaf Trust | 0.01% | Add +2.9% | 31,784 | $1.6M |
| WBH Advisory Inc. | 0.16% | Add +0.3% | 31,643 | $1.6M |
| Redwood Wealth Management Group, LLC | 1.17% | Add +2.0% | 31,488 | $1.6M |
| Stephens Consulting, LLC | 0.44% | Reduce -0.4% | 31,408 | $1.6M |
| William Howard & Co Financial Advisors Inc | 1.42% | Add +31.4% | 31,152 | $1.5M |
| Covestor Ltd | 0.99% | Add +5.5% | 30,991 | $1.5M |
| Wealthspan Partners, LLC | 0.85% | Add +12.2% | 30,999 | $1.5M |
| Continuum Advisory, LLC | 0.22% | Reduce -4.6% | 30,924 | $1.5M |
| Thrive Wealth Management, LLC | 0.30% | Add +4.2% | 30,814 | $1.5M |
| MA Private Wealth | 0.30% | Reduce -23.8% | 30,724 | $1.5M |
| Global Financial Private Client, LLC | 0.63% | Add +0.1% | 30,616 | $1.5M |
| LS Investment Advisors, LLC | 0.24% | Reduce -0.7% | 30,505 | $1.5M |
| Janiczek Wealth Management, LLC | 0.32% | Reduce -17.0% | 30,427 | $1.5M |
| True Wealth Design, LLC | 0.37% | Reduce -0.6% | 30,414 | $1.5M |
| Petra Financial Advisors Inc. | 1.08% | Add +1.4% | 30,414 | $1.5M |
| One Capital Management, LLC | 0.05% | Add +1.1% | 30,406 | $1.5M |
| GS Investments, Inc. | 0.71% | No change | 30,375 | $1.5M |
| Eq LLC | 0.90% | Reduce -1.2% | 30,277 | $1.5M |
| Balanced Rock Investment Advisors LLC | 1.26% | Reduce -3.5% | 30,252 | $1.5M |
| L.M. Kohn & Company | 0.40% | Add +4.4% | 29,933 | $1.5M |
| Flagstar Securities, Inc. | 0.41% | Reduce -2.4% | 30,035 | $1.5M |
| Forthright Family Wealth Advisory LLC | 0.96% | Add +2.6% | 29,993 | $1.5M |
| Upper Left Wealth Management, LLC | 1.34% | Add +12.4% | 29,924 | $1.5M |
| GC Wealth Management RIA, LLC | 0.29% | Reduce -10.7% | 29,923 | $1.5M |
| Fortitude Family Office, LLC | 0.83% | Add +0.0% | 29,756 | $1.5M |
| Financial Life Advisors | 0.60% | Reduce -9.4% | 29,710 | $1.5M |
| PBMares Wealth Management LLC | 0.36% | Add +190.2% | 29,647 | $1.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | No change | 29,641 | $1.5M |
| Compass Ion Advisors, LLC | 0.21% | Add +3.6% | 29,127 | $1.5M |
| Accel Wealth Management | 0.58% | Add +23.2% | 29,548 | $1.5M |
| Pine Valley Investments Ltd Liability Co | 0.11% | Add +13.8% | 29,450 | $1.5M |
| Lion Street Advisors, LLC | 0.54% | Reduce -19.5% | 29,407 | $1.5M |
| Meridian Investment Counsel Inc. | 0.46% | No change | 29,360 | $1.5M |
| Johnson Financial Group, Inc. | 0.07% | Reduce -1.5% | 29,340 | $1.4M |
| Capital City Trust Co. | 0.39% | No change | 29,189 | $1.4M |
| 9258 Wealth Management, LLC | 0.22% | Add +1.2% | 29,140 | $1.4M |
| Gridiron Partners, LLC | 0.92% | No change | 29,111 | $1.4M |
| FineMark National Bank & Trust | 0.05% | Add +30.7% | 29,107 | $1.4M |
| Inspirion Wealth Advisors, LLC | 0.22% | Reduce -1.1% | 29,104 | $1.4M |
| Allen Capital Group, LLC | 0.20% | Add +6.2% | 29,100 | $1.4M |
| Crewe Advisors LLC | 0.16% | Add +1.9% | 29,057 | $1.4M |
| Uptick Partners, LLC | 1.10% | Reduce -4.7% | 28,595 | $1.4M |
| Delta Financial Advisors LLC | 0.56% | Add +0.1% | 29,022 | $1.4M |
| First National Bank & Trust Co. of Newtown | 0.29% | Reduce -0.7% | 28,895 | $1.4M |
| DB Fitzpatrick & Co, Inc | 1.32% | Add +230.1% | 28,821 | $1.4M |
| SpiderRock Advisors, LLC | 0.04% | Add +1.6% | 28,745 | $1.4M |
| Everhart Financial Group, Inc. | 0.37% | Add +12.5% | 29,454 | $1.4M |
| Quantinno Capital Management LP | 0.03% | Add +106.4% | 28,633 | $1.4M |
| Advus Financial Partners, LLC | 0.43% | Reduce -0.7% | 28,604 | $1.4M |
| First American Bank | 0.11% | Add +0.6% | 28,514 | $1.4M |
| White Lighthouse Investment Management Inc. | 0.27% | Reduce -1.9% | 28,455 | $1.4M |
| S&T Bank | 0.36% | Add +2.1% | 28,450 | $1.4M |
| Larson Financial Group LLC | 0.10% | Add +25.1% | 28,399 | $1.4M |
| Atlantic Edge Private Wealth Management, LLC | 0.47% | Add +7.6% | 28,287 | $1.4M |
| InTrack Investment Management Inc | 0.99% | Reduce -0.3% | 28,262 | $1.4M |
| Joel Isaacson & Co., LLC | 0.07% | Add +7.8% | 28,204 | $1.4M |
| Aaron Wealth Advisors LLC | 0.19% | No change | 28,116 | $1.4M |
| Parkside Financial Bank & Trust | 0.22% | Add +15.4% | 28,081 | $1.4M |
| Venturi Wealth Management, LLC | 0.08% | Add +46.3% | 27,751 | $1.4M |
| Naviter Wealth, LLC | 0.20% | Add +22.0% | 27,748 | $1.4M |
| Brown Brothers Harriman & Co. | 0.01% | Add +0.3% | 27,729 | $1.4M |
| CFO4Life Group, LLC | 0.26% | Add +0.5% | 27,464 | $1.4M |
| Baron Silver Stevens Financial Advisors, LLC | 0.26% | Reduce -2.4% | 27,400 | $1.4M |
| Nikulski Financial, Inc. | 0.43% | Add +0.1% | 27,225 | $1.3M |
| Beaumont Financial Advisors, LLC | 0.11% | Reduce -0.5% | 27,157 | $1.3M |
| Moloney Securities Asset Management, LLC | 0.20% | Add +0.3% | 27,127 | $1.3M |
| DGS Capital Management, LLC | 0.38% | Add +8.1% | 27,063 | $1.3M |
| L & S Advisors Inc | 0.17% | Add +0.2% | 27,045 | $1.3M |
| Cyndeo Wealth Partners, LLC | 0.10% | Reduce -11.6% | 27,029 | $1.3M |
| Carmichael Hill & Associates, Inc. | 0.54% | Add +1.9% | 27,003 | $1.3M |
| Sageworth Trust Co of South Dakota | 1.95% | Add +18.2% | 26,928 | $1.3M |
| Pinion Investment Advisors, LLC | 0.66% | Reduce -7.5% | 26,866 | $1.3M |
| Cidel Asset Management Inc. | 0.10% | No change | 26,846 | $1.3M |
| Tennessee Valley Asset Management Partners | 0.25% | New | 26,816 | $1.3M |
| Sweet Financial Partners, LLC | 0.30% | Reduce 0.0% | 26,781 | $1.3M |
| Braun-Bostich & Associates Inc. | 0.98% | Reduce -59.2% | 26,712 | $1.3M |
| Busey Bank | 0.05% | Reduce -17.3% | 26,643 | $1.3M |
| First Hawaiian Bank | 0.04% | Reduce -45.2% | 26,539 | $1.3M |
| Forte Capital LLC | 0.16% | Add +21.1% | 26,482 | $1.3M |
| Mma Asset Management LLC | 0.61% | Add +5.9% | 26,365 | $1.3M |
| Mendel Capital Management LLC | 0.84% | Add +0.7% | 26,356 | $1.3M |
| First Trust Direct Indexing L.P. | 0.08% | New | 26,191 | $1.3M |
| Arcadia Investment Advisors LLC | 0.73% | No change | 26,037 | $1.3M |
| Cordgrass Capital Advisors, LLC | 0.40% | No change | 25,996 | $1.3M |
| Absolute Capital Management, LLC | 0.77% | Add +24.0% | 25,777 | $1.3M |
| Breakwater Capital Group | 0.29% | Reduce -0.2% | 25,758 | $1.3M |
| Gryphon Financial Partners LLC | 0.19% | Add +4.0% | 25,712 | $1.3M |
| Kavar Capital Partners Group, LLC | 0.23% | Add +11.0% | 25,638 | $1.3M |
| Luminvest Wealth Management LLC | 0.59% | New | 25,514 | $1.3M |
| Peak Financial Management, Inc. | 0.40% | Reduce -4.9% | 25,561 | $1.3M |
| Dakota Wealth Management | 0.03% | Add +0.9% | 25,556 | $1.3M |
| Optimist Retirement Group LLC | 0.66% | Reduce -3.5% | 25,543 | $1.3M |
| Retirement Systems of Alabama | 0.00% | Add +3.9% | 25,494 | $1.3M |
| Wealthcare Capital Management LLC | 0.13% | Add +12.4% | 25,336 | $1.3M |
| Halter Ferguson Financial Inc. | 0.89% | Add +1.0% | 25,306 | $1.3M |
| Vista Investment Management | 0.51% | Add +1.3% | 25,280 | $1.2M |
| Wealth Advisory Solutions, LLC | 0.34% | Add +0.3% | 25,270 | $1.2M |
| HCR Wealth Advisors | 0.18% | Reduce -2.6% | 25,247 | $1.2M |
| Kelly Financial Services LLC | 0.45% | Add +0.6% | 25,209 | $1.2M |
| Integrated Capital Management, Inc. | 0.99% | Reduce -7.1% | 25,205 | $1.2M |
| Enterprise Bank & Trust Co | 0.42% | Add +1.4% | 25,096 | $1.2M |
| Sachetta, LLC | 0.54% | Reduce -0.8% | 24,619 | $1.2M |
| Black Cypress Capital Management, LLC | 1.18% | Add +0.1% | 24,963 | $1.2M |
| Zacks Investment Management | 0.01% | Reduce -6.0% | 24,926 | $1.2M |
| Fifth Third Wealth Advisors LLC | 0.09% | Reduce -6.1% | 24,914 | $1.2M |
| Flower City Capital | 0.79% | Reduce -0.2% | 24,713 | $1.2M |
| Thompson Siegel & Walmsley LLC | 0.02% | No change | 24,716 | $1.2M |
| Paragon Capital Management Ltd | 0.22% | Add +0.3% | 24,649 | $1.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Reduce -4.0% | 24,601 | $1.2M |
| Harding Loevner LP | 0.01% | Add +74.2% | 24,597 | $1.2M |
| Tobias Financial Advisors, Inc. | 0.26% | Reduce -2.4% | 24,575 | $1.2M |
| WP Advisors, LLC | 0.39% | Reduce -11.7% | 24,564 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +34.9% | 24,520 | $1.2M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.70% | Reduce -5.3% | 24,461 | $1.2M |
| Econ Financial Services Corp | 0.75% | Reduce -0.1% | 24,369 | $1.2M |
| Silverlake Wealth Management LLC | 0.49% | Add +0.8% | 24,307 | $1.2M |
| Westmount Partners, LLC | 0.40% | Add +8.3% | 24,246 | $1.2M |
| Scotia Capital Inc. | 0.01% | Add +12.0% | 24,204 | $1.2M |
| Capital Investment Advisory Services, LLC | 0.12% | Add +3.0% | 24,198 | $1.2M |
| TCV Trust & Wealth Management, Inc. | 0.11% | Add +10.0% | 24,169 | $1.2M |
| Prosperity Planning, Inc. | 0.41% | Reduce -4.4% | 24,037 | $1.2M |
| Websterrogers Financial Advisors, LLC | 0.42% | Reduce -6.0% | 23,941 | $1.2M |
| Chapin Davis, Inc. | 0.40% | Add +5.3% | 23,822 | $1.2M |
| Bridgewater Advisors Inc. | 0.15% | Add +1.5% | 23,714 | $1.2M |
| Osborne Partners Capital Management, LLC | 0.07% | Reduce -1.6% | 23,789 | $1.2M |
| Sax Wealth Advisors, LLC | 0.11% | Reduce -2.8% | 23,780 | $1.2M |
| Bluespring Wealth Management, LLC | 0.13% | Reduce -13.0% | 23,734 | $1.2M |
| PCA Investment Advisory Services Inc. | 0.61% | Add +12.8% | 23,636 | $1.2M |
| Capital Advisors, Ltd. LLC | 0.15% | Reduce -5.6% | 23,628 | $1.2M |
| City Holding Co. | 0.17% | Add +21.3% | 23,637 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | Reduce -6.6% | 23,576 | $1.2M |
| Diversified, LLC | 0.14% | Add +37.0% | 23,516 | $1.2M |
| Stevens Capital Partners | 0.60% | Reduce -6.7% | 23,470 | $1.2M |
| 3Chopt Investment Partners, LLC | 0.35% | Reduce -10.7% | 23,418 | $1.2M |
| Southland Equity Partners LLC | 0.33% | Reduce -87.3% | 23,397 | $1.2M |
| Smith Chas P & Associates Pa Cpas | 0.07% | New | 23,340 | $1.2M |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.07% | New | 23,340 | $1.2M |
| Quadrant Private Wealth Management, LLC | 0.26% | New | 23,183 | $1.1M |
| Strategic Blueprint, LLC | 0.08% | Reduce -16.5% | 23,181 | $1.1M |
| Archer Investment Corp | 0.34% | Add +45.6% | 23,167 | $1.1M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.27% | Reduce -6.7% | 23,144 | $1.1M |
| Crestwood Advisors Group, LLC | 0.02% | Reduce -8.9% | 23,114 | $1.1M |
| Merriman Wealth Management, LLC | 0.05% | Reduce -1.0% | 23,111 | $1.1M |
| Sanctuary Wealth Management, L.L.C. | 0.86% | Add +0.9% | 23,032 | $1.1M |
| Viawealth, LLC | 0.71% | Add +0.2% | 23,010 | $1.1M |
| Fidelis Capital Partners, LLC | 0.16% | Add +12.6% | 23,704 | $1.1M |
| Ramsay, Stattman, Vela & Price, Inc. | 0.21% | Add +9.0% | 22,931 | $1.1M |
| KCM Investment Advisors LLC | 0.04% | Add +2.2% | 22,892 | $1.1M |
| Bath Savings Trust Co | 0.12% | Add +0.2% | 22,854 | $1.1M |
| Financial Strategies Group, Inc. | 0.28% | Reduce -6.9% | 22,539 | $1.1M |
| TrueWealth Advisors, LLC | 0.42% | Add +7.0% | 22,831 | $1.1M |
| Advisory Research Inc. | 0.21% | Reduce -25.9% | 22,817 | $1.1M |
| Carl P. Sherr & Co., LLC | 0.63% | Add +5.1% | 22,739 | $1.1M |
| Arkadios Wealth Advisors | 0.08% | Reduce -64.5% | 22,645 | $1.1M |
| Sagace Wealth Management LLC | 1.09% | — | 21,861 | $1.1M |
| Sugarloaf Wealth Management, LLC | 0.20% | Add +9.7% | 22,457 | $1.1M |
| Ami Investment Management Inc. | 0.38% | Reduce -1.2% | 22,143 | $1.1M |
| HUB Investment Partners, LLC | 0.05% | Add +4.1% | 22,017 | $1.1M |
| Boston Research & Management Inc. | 0.27% | No change | 21,999 | $1.1M |
| North Star Asset Management Inc. | 0.05% | Add +24.7% | 21,961 | $1.1M |
| Kiley Juergens Wealth Management, LLC | 0.30% | Add +67.4% | 21,768 | $1.1M |
| Villere St Denis J & Co. LLC | 0.09% | Reduce -15.5% | 21,767 | $1.1M |
| Graypoint LLC | 0.07% | Reduce -25.8% | 21,679 | $1.1M |
| Integral Investment Advisors, Inc. | 0.39% | Reduce -23.9% | 21,636 | $1.1M |
| Intrua Financial, LLC | 0.17% | Reduce -2.9% | 21,612 | $1.1M |
| Glass Jacobson Investment Advisors llc | 0.39% | Reduce -2.3% | 21,602 | $1.1M |
| Outlook Wealth Advisors, LLC | 0.33% | No change | 21,601 | $1.1M |
| Level Four Advisory Services, LLC | 0.05% | Add +15.4% | 21,404 | $1.1M |
| Old North State Trust, LLC | 0.91% | Add +11.2% | 21,365 | $1.1M |
| Root Financial Partners, LLC | 0.25% | Add +13.8% | 21,287 | $1.1M |
| Palisade Asset Management, LLC | 0.11% | No change | 21,066 | $1.0M |
| Adero Partners, LLC | 0.08% | Reduce 0.0% | 21,016 | $1.0M |
| Dentgroup LLC | 0.83% | Reduce -5.8% | 20,915 | $1.0M |
| Sensible Money, LLC | 0.50% | Reduce -0.3% | 20,911 | $1.0M |
| Voya Financial Advisors, Inc. | 0.12% | Add +1.2% | 20,852 | $1.0M |
| Proathlete Wealth Management LLC | 0.49% | Add +51.4% | 20,796 | $1.0M |
| Institute for Wealth Management, LLC. | 0.14% | Reduce -12.8% | 20,774 | $1.0M |
| HTLF Bank | 0.12% | Add +97.2% | 20,754 | $1.0M |
| Hilltop Holdings Inc. | 0.12% | Add +12.7% | 20,653 | $1.0M |
| Aspire Wealth Management Corp | 0.58% | Add +2.7% | 20,575 | $1.0M |
| Taylor & Morgan Wealth Management, LLC | 0.72% | Add +3.7% | 20,569 | $1.0M |
| Lutz Financial Services LLC | 0.09% | No change | 20,558 | $1.0M |
| Signet Financial Management, LLC | 0.14% | Reduce -5.2% | 20,459 | $1.0M |
| Stordahl Capital Management, Inc. | 0.25% | Add +2.8% | 20,434 | $1.0M |
| Biltmore Family Office, LLC | 0.19% | No change | 20,434 | $1.0M |
| Freedom Investment Management, Inc. | 0.08% | Add +5.0% | 20,387 | $1.0M |
| Roffman Miller Associates Inc. | 0.07% | Add +4.9% | 20,286 | $1.0M |
| Fee-Only Financial Planning, L.C. | 0.67% | Reduce -2.4% | 20,281 | $1.0M |
| Jag Capital Management, LLC | 0.14% | Reduce -9.4% | 20,275 | $1.0M |
| Smith Salley Wealth Management | 0.07% | Reduce -2.9% | 20,268 | $1.0M |
| Seven Mile Advisory | 0.73% | Add +6.6% | 20,197 | $998K |
| Belpointe Asset Management LLC | 0.07% | Add +29.7% | 20,193 | $998K |
| Miller Investment Management, LP | 0.12% | No change | 20,187 | $998K |
| TruNorth Capital Management, LLC | 0.32% | Add +511.4% | 20,139 | $995K |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -4.6% | 20,063 | $992K |
| Conrad Siegel Investment Advisors, Inc. | 0.29% | Add +8.3% | 20,039 | $990K |
| WASHINGTON TRUST Co | 0.04% | Reduce -1.0% | 19,920 | $984K |
| First National Bank Sioux Falls | 0.51% | Add +122.9% | 19,846 | $981K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.21% | Reduce -77.8% | 19,800 | $979K |
| MontVue Capital Management, Inc. | 0.78% | Add +86.1% | 19,749 | $976K |
| Olde Wealth Management, LLC | 0.37% | Reduce -4.3% | 19,709 | $974K |
| Journey Strategic Wealth LLC | 0.04% | Reduce -10.0% | 19,696 | $973K |
| Sharp Wealth Advisory, LLC | 0.83% | Add +8.5% | 19,685 | $973K |
| Cannon Financial Strategists, Inc. | 0.19% | Add +0.1% | 19,679 | $973K |
| Inspire Trust Co, N.A. | 0.32% | No change | 19,670 | $972K |
| Pecaut & Co. | 0.37% | Reduce -0.5% | 19,612 | $969K |
| Main Management LLC | 0.08% | Reduce -1.7% | 19,615 | $969K |
| Davidson Trust Co. | 0.67% | Reduce -19.1% | 19,543 | $966K |
| Milestone Investment Advisors LLC | 0.26% | Add +0.6% | 19,534 | $965K |
| Intelligence Driven Advisers, LLC | 0.14% | Add +60.8% | 19,498 | $964K |
| Cobblestone Capital Advisors LLC | 0.06% | No change | 19,453 | $961K |
| MBE Wealth Management, LLC | 0.58% | Add +1.4% | 19,362 | $957K |
| Breakwater Investment Management | 0.43% | Add +2.5% | 19,245 | $951K |
| Probity Advisors, Inc. | 0.20% | Reduce -5.0% | 19,161 | $947K |
| WCG Wealth Advisors LLC | 0.07% | Reduce -22.8% | 19,119 | $945K |
| Insight 2811, Inc. | 0.49% | Add +4.5% | 19,116 | $945K |
| Legacy Trust | 0.23% | No change | 19,096 | $944K |
| Defined Wealth Management, LLC | 0.66% | Add +2.5% | 19,088 | $943K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.10% | Reduce -8.3% | 19,071 | $942K |
| Howland Capital Management LLC | 0.04% | Add +2.1% | 19,002 | $939K |
| Wealthstream Advisors, Inc. | 0.34% | Reduce -0.1% | 18,989 | $938K |
| Twelve Points Wealth Management LLC | 0.33% | Reduce -9.9% | 18,970 | $938K |
| Centaurus Financial, Inc. | 0.06% | Add +1.3% | 18,910 | $935K |
| Clearstead Trust, LLC | 0.23% | Add +0.5% | 18,813 | $930K |
| Platform Technology Partners | 0.32% | — | 18,714 | $925K |
| Wrenne Financial Planning LLC | 0.63% | Add +16.0% | 18,582 | $918K |
| Red Lighthouse Investment Management, LLC | 0.38% | No change | 18,549 | $917K |
| TFB Advisors LLC | 0.30% | Reduce -5.5% | 18,459 | $912K |
| Fidelity D & D Bancorp Inc. | 0.69% | Add +0.8% | 18,434 | $911K |
| Canvas Wealth Advisors, LLC | 0.28% | Add +24.0% | 18,127 | $909K |
| RDA Financial Network | 0.30% | Reduce -1.9% | 18,373 | $908K |
| Motiv8 Investments LLC | 0.67% | Add +36.0% | 18,352 | $907K |
| Accurate Wealth Management, LLC | 0.22% | Reduce -1.8% | 17,695 | $905K |
| Claro Advisors Inc. | 0.14% | Reduce -29.3% | 18,268 | $903K |
| Warren Street Wealth Advisors, LLC | 0.45% | Reduce -0.8% | 18,245 | $902K |
| Center for Financial Planning, Inc. | 0.13% | Reduce -8.6% | 18,223 | $901K |
| West Michigan Advisors, LLC | 0.29% | Reduce -2.2% | 18,142 | $897K |
| Addison Capital Co | 0.39% | Add +65.7% | 18,053 | $892K |
| Laurel Wealth Advisors LLC | 0.16% | Reduce -3.3% | 18,000 | $890K |
| Callan Capital, LLC | 0.07% | Reduce -2.5% | 17,924 | $886K |
| Wellspring Financial Advisors, LLC | 0.10% | Add +126.7% | 17,922 | $886K |
| Foster Victor Wealth Advisors, LLC | 0.07% | Add +11.6% | 17,196 | $884K |
| Wealth Group, Ltd. | 0.63% | Add +27.7% | 17,871 | $883K |
| Woodstock Corp. | 0.09% | No change | 17,824 | $881K |
| Security National Bank of So Dak | 0.53% | No change | 17,785 | $879K |
| Tudor Investment Corporation | 0.01% | Add +87.3% | 17,775 | $878K |
| Phillips Financial Management, LLC | 0.07% | Reduce -8.9% | 17,766 | $878K |
| Sterling Investment Management, LLC | 0.67% | Reduce -8.5% | 17,714 | $875K |
| Raleigh Capital Management Inc. | 0.37% | Reduce -0.2% | 17,707 | $875K |
| Elevatus Welath Management | 0.33% | No change | 17,680 | $874K |
| Leo Wealth, LLC | 0.09% | Add +22.2% | 17,599 | $870K |
| Resources Management Corp. /CT/ | 0.13% | Reduce -3.4% | 17,558 | $868K |
| Fragasso Financial Advisors Inc | 0.07% | Reduce -6.8% | 17,556 | $868K |
| Mission Creek Capital Partners, Inc. | 0.22% | Add +17.3% | 17,553 | $867K |
| Hardin Capital Partners, LLC | 0.56% | — | 17,375 | $859K |
| NorthCrest Asset Manangement, LLC | 0.03% | Add +1.0% | 17,368 | $858K |
| Trexquant Investment LP | 0.01% | Add +70.3% | 17,357 | $858K |
| Mattern Capital Management, LLC | 0.12% | No change | 17,350 | $857K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +28196.7% | 17,261 | $852K |
| Arden Trust Co | 0.12% | Reduce -24.8% | 17,139 | $847K |
| Twin City Private Wealth, LLC | 0.80% | Reduce -1.1% | 17,117 | $846K |
| Birchcreek Wealth Management, LLC | 0.48% | Reduce -0.1% | 17,078 | $844K |
| Unique Wealth, LLC | 0.22% | Add +8.6% | 16,997 | $840K |
| Heritage Financial Services, LLC | 0.12% | Reduce -4.6% | 16,947 | $838K |
| Richard W. Paul & Associates, LLC | 0.32% | Add +5.8% | 16,900 | $835K |
| Certus Wealth Management, LLC | 0.63% | Add +4.0% | 16,862 | $833K |
| Catalyst Financial Partners LLC | 0.18% | Reduce -7.8% | 16,818 | $831K |
| Pacific Financial Group Inc. | 0.59% | Reduce -10.3% | 16,802 | $830K |
| Adamsbrown Wealth Consultants LLC | 0.32% | Reduce -0.5% | 16,792 | $830K |
| Heck Capital Advisors, LLC | 0.10% | Add +0.0% | 16,774 | $829K |
| City State Bank | 0.34% | Add +9.9% | 16,767 | $829K |
| Beacon Bridge Wealth Partners, LLC | 0.38% | Add +10.8% | 16,731 | $827K |
| Vigilare Wealth Management | 0.36% | Add +31.6% | 16,687 | $825K |
| Colonial Trust Co / SC | 0.15% | Add +393.6% | 16,675 | $824K |
| Aspire Capital Advisors LLC | 0.27% | Reduce -4.9% | 16,673 | $824K |
| Van Den Berg Management I, Inc. | 0.24% | Reduce -8.0% | 16,654 | $823K |
| Petix & Botte Co | 0.23% | Reduce -88.9% | 16,624 | $822K |
| Guardian Wealth Advisors, LLC / NC | 0.10% | No change | 16,619 | $821K |
| Cohen Investment Advisors LLC | 0.66% | Reduce -1.8% | 18,715 | $818K |
| Bell Investment Advisors, Inc | 0.16% | Reduce -17.9% | 16,439 | $812K |
| Capital Advisors Wealth Management, LLC | 0.16% | Reduce -3.0% | 16,406 | $811K |
| O'Dell Group, LLC | 0.20% | No change | 16,129 | $809K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Reduce -21.1% | 15,704 | $807K |
| North Star Investment Management Corp. | 0.06% | Add +0.9% | 16,291 | $805K |
| Jentner Corp | 0.27% | Reduce -2.2% | 16,184 | $800K |
| Cannell & Spears LLC | 0.02% | No change | 16,180 | $800K |
| Mainsail Financial Group, LLC | 0.47% | Add +20.4% | 16,091 | $795K |
| Cahill Wealth Management, LLC | 0.47% | Reduce -1.6% | 16,079 | $795K |
| Allie Family Office LLC | 0.48% | No change | 16,050 | $793K |
| Peterson Wealth Advisors, LLC | 0.17% | Add +1.6% | 16,013 | $791K |
| Brio Consultants, LLC | 0.13% | Add +49.5% | 15,997 | $791K |
| Santori & Peters, Inc. | 0.34% | Reduce -1.9% | 15,943 | $788K |
| HBW Advisory Services LLC | 0.13% | Add +40.1% | 15,904 | $786K |
| Clear Investment Research, LLC | 1.02% | Add +0.9% | 15,796 | $781K |
| Everett Harris & Co. | 0.01% | Add +37.0% | 15,728 | $777K |
| CX Institutional | 0.04% | Add +13.3% | 15,712 | $777K |
| Innealta Capital, LLC | 0.26% | Reduce -4.3% | 15,596 | $771K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.30% | Add +0.2% | 15,361 | $771K |
| Bcwm, LLC | 0.28% | Reduce -0.4% | 15,574 | $770K |
| Financial Perspectives, Inc | 0.28% | No change | 15,554 | $769K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.13% | Add +3.3% | 15,449 | $763K |
| Benchmark Financial Wealth Advisors, LLC | 0.28% | Add +12.3% | 15,432 | $763K |
| Geometric Wealth Advisors | 0.16% | Add +188.2% | 15,382 | $760K |
| DecisionPoint Financial, LLC | 0.25% | Reduce -2.1% | 14,880 | $758K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +86.1% | 15,269 | $755K |
| Strategic Financial Services, Inc. | 0.05% | Reduce -1.0% | 15,169 | $750K |
| Glassman Wealth Services | 0.14% | Add +1.1% | 15,139 | $748K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -16.8% | 15,056 | $744K |
| Viewpoint Capital Management LLC | 0.45% | No change | 14,946 | $739K |
| Brand Asset Management Group, Inc. | 0.31% | Reduce -0.4% | 14,934 | $738K |
| Fielder Capital Group LLC | 0.28% | Add +99.5% | 14,902 | $736K |
| Destiny Wealth Partners, LLC | 0.13% | No change | 14,849 | $734K |
| Baldwin Wealth Partners LLC | 0.06% | Add +1.5% | 14,830 | $733K |
| Key Financial Inc | 0.17% | No change | 14,748 | $729K |
| Twin Peaks Wealth Advisors, LLC | 0.36% | New | 14,744 | $729K |
| Dohj, LLC | 0.18% | Add +0.6% | 14,546 | $719K |
| Northstar Advisory Group, LLC | 0.41% | Add +0.0% | 14,475 | $715K |
| 1832 Asset Management L.P. | 0.00% | Add +64.9% | 14,474 | $715K |
| Blue Trust, Inc. | 0.01% | Add +0.4% | 14,251 | $715K |
| Richard P Slaughter Associates Inc | 0.17% | Add +85.7% | 14,435 | $713K |
| Emergent Wealth Advisors, LLC | 0.57% | Add +24.3% | 14,422 | $713K |
| Cook Wealth, LLC | 0.38% | Reduce -1.9% | 14,309 | $710K |
| Modus Advisors, LLC | 0.25% | Reduce -5.7% | 14,329 | $708K |
| Sapient Capital LLC | 0.01% | Add +1.1% | 14,249 | $704K |
| BBR Partners, LLC | 0.06% | Reduce -16.2% | 14,205 | $702K |
| MTM Investment Management, LLC | 0.28% | Reduce -7.8% | 14,030 | $693K |
| Ritter Daniher Financial Advisory LLC / DE | 0.22% | Add +0.1% | 14,030 | $693K |
| Austin Wealth Management, LLC | 0.16% | Add +7.5% | 13,507 | $689K |
| Exchange Bank | 0.59% | Add +7.4% | 13,932 | $689K |
| Round Rock Advisors LLC | 0.17% | Add +0.0% | 13,809 | $682K |
| Pathway Financial Advisors LLC | 0.18% | Add +0.1% | 13,800 | $682K |
| Colton Groome Financial Advisors, LLC | 0.27% | Reduce -1.4% | 13,768 | $680K |
| Pinnacle Bancorp, Inc. | 0.20% | Add +30.2% | 13,747 | $679K |
| Northwest Investment Counselors, LLC | 0.17% | Add +31.1% | 13,735 | $679K |
| Abbot Financial Management, Inc. | 0.36% | Reduce -0.7% | 13,561 | $670K |
| Bahl & Gaynor LLC | 0.00% | Add +10.8% | 13,558 | $670K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.31% | Reduce -19.8% | 13,524 | $668K |
| Valtinson Bruner Financial Planning LLC | 0.26% | Reduce -2.4% | 13,497 | $667K |
| NBT Bank, N.A. | 0.05% | No change | 13,494 | $667K |
| My Personal CFO, LLC | 0.35% | Add +8.3% | 13,445 | $664K |
| Sage Rhino Capital LLC | 0.16% | Reduce -0.9% | 13,417 | $663K |
| RAM Investment Partners, LLC | 0.19% | Add +52.6% | 13,380 | $661K |
| Jackson Creek Investment Advisors LLC | 0.24% | Reduce -0.6% | 13,297 | $657K |
| Spinnaker Investment Group, LLC | 0.18% | Reduce -0.4% | 13,293 | $657K |
| Waterfront Wealth Inc. | 0.18% | Reduce -32.3% | 13,182 | $651K |
| Rice Partnership, LLC | 0.14% | No change | 13,150 | $650K |
| Mills Wealth Advisors LLC | 0.46% | Reduce -2.4% | 13,125 | $649K |
| W1M Asset Management Ltd | 0.05% | New | 13,124 | $649K |
| Aprio Wealth Management, LLC | 0.12% | Reduce -0.6% | 13,041 | $644K |
| Financial Management Network Inc. | 0.15% | Reduce -10.0% | 12,764 | $644K |
| RKL Wealth Management LLC | 0.06% | Reduce -8.3% | 13,022 | $644K |
| Farmers National Bank | 0.19% | Reduce -8.8% | 13,016 | $643K |
| Resonant Capital Advisors, LLC | 0.05% | No change | 13,000 | $642K |
| Great Point Wealth Advisors, LLC | 0.14% | Reduce -2.8% | 12,810 | $633K |
| Personal Cfo Solutions, LLC | 0.10% | Add +11.0% | 12,798 | $632K |
| Founders Financial Alliance, LLC | 0.19% | Reduce -26.7% | 12,755 | $630K |
| Saxon Interests, Inc. | 0.30% | Reduce -23.3% | 12,728 | $629K |
| S.A. Mason LLC | 0.36% | Add +26.7% | 12,726 | $629K |
| St. Clair Advisors, LLC | 0.20% | Add +0.9% | 12,707 | $628K |
| Aristotle Capital Management, LLC | 0.00% | New | 12,676 | $626K |
| SYM FINANCIAL Corp | 0.10% | Add +0.7% | 12,594 | $622K |
| Independent Wealth Network Inc. | 0.29% | Reduce -2.4% | 12,575 | $621K |
| Next Capital Management LLC | 0.26% | Add +2.5% | 12,494 | $617K |
| Romano Brothers and Company | 0.09% | Reduce -3.9% | 12,480 | $617K |
| Fayez Sarofim & Co | 0.00% | No change | 12,444 | $615K |
| Optimum Investment Advisors | 0.28% | Reduce -1.7% | 12,437 | $615K |
| Skyline Advisors, Inc. | 0.27% | Add +0.0% | 12,416 | $614K |
| Rooted Wealth Advisors, Inc. | 0.27% | Add +4.7% | 12,104 | $613K |
| Latitude Advisors, LLC | 0.37% | Add +1.6% | 12,394 | $612K |
| Hollencrest Capital Management | 0.03% | Reduce -1.0% | 12,360 | $611K |
| Summit Wealth Partners, LLC | 0.13% | Add +0.3% | 12,346 | $610K |
| Eagle Global Advisors LLC | 0.03% | Add +3.8% | 12,332 | $609K |
| Dearborn Partners LLC | 0.03% | New | 12,309 | $608K |
| Colonial River Investments, LLC | 0.33% | Reduce -8.8% | 12,261 | $606K |
| Advance Capital Management, Inc. | 0.03% | Reduce -5.1% | 12,234 | $605K |
| Smith Anglin Financial, LLC | 0.06% | Reduce -3.9% | 12,178 | $602K |
| WNY Asset Management, LLC | 0.08% | Add +9.0% | 12,169 | $601K |
| Matisse Capital | 0.30% | No change | 12,164 | $601K |
| Webster Bank, N. A. | 0.07% | Reduce -4.3% | 12,136 | $600K |
| 17 Capital Partners, LLC | 0.42% | New | 12,058 | $596K |
| Center For Asset Management LLC | 0.39% | Add +0.6% | 11,968 | $591K |
| Tufton Capital Management | 0.11% | Reduce -5.3% | 11,956 | $591K |
| River Wealth Advisors LLC | 0.08% | Reduce -7.1% | 11,913 | $589K |
| Beam Wealth Advisors, Inc. | 0.20% | Add +54.8% | 11,898 | $588K |
| Strategic Financial Partners, Ltd. | 0.32% | Add +6.3% | 11,874 | $587K |
| Dodds Wealth, LLC | 0.23% | Reduce -3.1% | 11,701 | $586K |
| Curtis Advisory Group, LLC | 0.21% | Add +3.2% | 11,837 | $585K |
| HTG Investment Advisors, Inc. | 0.32% | Add +0.9% | 11,825 | $584K |
| Missouri Trust & Investment Co | 0.22% | Reduce -12.4% | 11,771 | $582K |
| W Advisors, LLC | 0.38% | Reduce -3.7% | 11,760 | $581K |
| Sunbelt Securities, Inc. | 0.06% | Add +1.8% | 11,686 | $578K |
| Courier Capital LLC | 0.05% | Add +0.0% | 11,607 | $574K |
| Monograph Wealth Advisors, LLC | 0.08% | Reduce -22.6% | 11,594 | $573K |
| Bogart Wealth, LLC | 0.03% | Add +7.7% | 11,591 | $573K |
| Wimmer Associates 1, LLC | 0.29% | No change | 11,565 | $572K |
| Shakespeare Wealth Management, LLC | 0.16% | Add +48.6% | 11,517 | $569K |
| MBA Advisors LLC | 0.29% | Reduce -0.7% | 11,513 | $569K |
| Fort Vancouver Investment Management, LLC | 0.55% | — | 11,512 | $569K |
| Insigneo Advisory Services, LLC | 0.06% | Add +5.2% | 11,899 | $566K |
| WealthShield Partners, LLC | 0.09% | Reduce -14.1% | 11,438 | $565K |
| Hanover Advisors Inc. | 0.25% | Reduce -5.4% | 11,412 | $564K |
| Clear Harbor Asset Management, LLC | 0.05% | Reduce -9.4% | 11,407 | $564K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.24% | Add +145.1% | 11,359 | $561K |
| Householder Group Estate & Retirement Specialist, LLC | 0.16% | Reduce -3.4% | 11,325 | $559K |
| Apexium Financial, LP | 0.04% | Add +4.4% | 11,297 | $558K |
| Friedenthal Financial | 0.35% | Reduce -15.1% | 11,253 | $556K |
| Cozad Asset Management Inc. | 0.06% | Add +0.1% | 11,242 | $556K |
| Family Capital Management, Inc. | 0.38% | Add +15.9% | 11,233 | $555K |
| Chatham Capital Group, Inc. | 0.10% | No change | 11,104 | $549K |
| Fiduciary Family Office, LLC | 0.22% | Reduce -5.4% | 11,100 | $549K |
| Citadel Advisors | 0.00% | Reduce -93.5% | 11,096 | $548K |
| Vestia Personal Wealth Advisors | 0.58% | — | 11,067 | $547K |
| MAS Advisors LLC | 1.30% | No change | 11,054 | $546K |
| Summit Wealth & Retirement Planning, Inc. | 0.19% | Add +0.1% | 11,040 | $546K |
| Confluence Wealth Services, Inc. | 0.04% | Add +2.3% | 11,018 | $545K |
| Wilson & Boucher Capital Management, LLC | 0.41% | No change | 10,800 | $534K |
| Capital Management Associates, Inc | 0.32% | Reduce -13.8% | 10,796 | $534K |
| Burton Enright Welch | 0.12% | Reduce -3.3% | 10,766 | $532K |
| Francis Financial, Inc. | 0.16% | No change | 10,745 | $531K |
| Clayton Financial Group LLC | 0.23% | Add +3.3% | 10,568 | $530K |
| Blue Barn Wealth, LLC | 0.29% | Add +7.9% | 10,717 | $529K |
| Ascentis Independent Advisors | 0.11% | — | 10,662 | $527K |
| Cable Hill Partners, LLC | 0.06% | Reduce -0.8% | 10,628 | $525K |
| Capstone Financial Advisors, Inc. | 0.03% | Reduce -9.8% | 10,521 | $520K |
| Beacon Financial Advisory LLC | 0.19% | Add +0.7% | 10,519 | $520K |
| Lanham O'Dell & Company, Inc. | 0.29% | Add +0.8% | 32,786 | $519K |
| Detalus Advisors, LLC | 0.18% | Add +2.1% | 10,499 | $519K |
| Godsey & Gibb, Inc. | 0.05% | Add +7.5% | 10,461 | $517K |
| RPS Advisory Solutions LLC | 0.48% | — | 10,443 | $516K |
| Cherry Creek Investment Advisors, Inc. | 0.27% | Reduce -5.7% | 10,380 | $513K |
| Kelleher Financial Advisors | 0.21% | No change | 10,365 | $512K |
| Apeiron RIA LLC | 0.16% | Reduce -9.1% | 10,354 | $512K |
| Yoder Wealth Management, Inc. | 0.33% | No change | 10,275 | $508K |
| Legacy Capital Wealth Partners, LLC | 0.13% | New | 10,220 | $505K |
| Investment Advisory Group, LLC | 0.19% | Add +16.8% | 10,184 | $503K |
| Cary Street Partners Asset Management LLC | 0.07% | Reduce -3.3% | 10,171 | $503K |
| Valley Forge Investment Consultants Inc. Adv | 0.19% | Add +0.9% | 10,119 | $500K |
| Zions Bancorporation, N.A. | 0.04% | No change | 10,105 | $499K |
| Koss-Olinger Consulting, LLC | 0.05% | New | 10,075 | $498K |
| Ellsworth Advisors, LLC | 0.14% | No change | 10,069 | $498K |
| Insight Advisors, LLC/ PA | 0.09% | Reduce -9.6% | 10,069 | $498K |
| Lebenthal Global Advisors, LLC | 0.11% | Add +1.0% | 10,057 | $497K |
| Fortis Capital Advisors, LLC | 0.18% | Add +8.6% | 10,008 | $495K |
| Peak Asset Management, LLC | 0.10% | Reduce -3.7% | 10,004 | $494K |
| Louisbourg Investments Inc. | 0.14% | No change | 10,000 | $494K |
| Grandfield & Dodd, LLC | 0.03% | Reduce -1.2% | 9,991 | $494K |
| Valued Retirements, Inc. | 0.75% | New | 9,979 | $493K |
| Modern Wealth Management, LLC | 0.04% | Add +20.5% | 9,951 | $492K |
| Mustard Seed Financial, LLC | 0.47% | Add +2.3% | 9,914 | $490K |
| Elser Financial Planning, Inc | 0.08% | — | 9,870 | $488K |
| Heritage Wealth Advisors | 0.02% | Add +0.9% | 9,835 | $486K |
| Montag A & Associates Inc. | 0.02% | Add +0.5% | 9,827 | $486K |
| BIP Wealth, LLC | 0.04% | Reduce -23.4% | 9,805 | $485K |
| Talisman Wealth Advisors LLC | 0.56% | Add +10.1% | 9,801 | $484K |
| Denver PWM, LLC | 0.19% | Reduce -42.0% | 9,796 | $484K |
| Arkos Global Advisors | 0.08% | Add +50.2% | 9,779 | $483K |
| NTV Asset Management LLC | 0.07% | Add +63.4% | 9,773 | $483K |
| Ledyard National Bank | 0.05% | Reduce -1.2% | 9,755 | $482K |
| GFS Advisors, LLC | 0.08% | Reduce -75.2% | 2,400 | $477K |
| Maple Capital Management, Inc. | 0.04% | Add +42.8% | 9,641 | $476K |
| Burney Co./ | 0.02% | No change | 9,584 | $474K |
| Gateway Wealth Partners, LLC | 0.14% | Add +75.8% | 9,566 | $473K |
| Independence Bank of Kentucky | 0.12% | Reduce -40.6% | 9,380 | $464K |
| Private Wealth Group, LLC | 0.24% | No change | 9,356 | $462K |
| Anchor Investment Management, LLC | 0.05% | Add +0.1% | 9,310 | $460K |
| Icon Wealth Advisors, LLC | 0.04% | Add +0.7% | 9,020 | $459K |
| TL Private Wealth | 0.21% | Add +0.9% | 8,924 | $459K |
| BlackRock Inc. | 0.00% | Add +19.9% | 9,280 | $459K |
| Forza Wealth Management, LLC | 0.24% | Reduce -16.3% | 9,274 | $458K |
| Bluesphere Advisors LLC | 0.23% | Reduce -11.9% | 9,235 | $456K |
| Pioneer Wealth Management Group | 0.24% | Add +8.5% | 9,177 | $454K |
| GEM Asset Management, LLC | 0.28% | Reduce -0.3% | 9,153 | $452K |
| Invst, LLC | 0.05% | Add +15.9% | 9,130 | $452K |
| My Legacy Advisors, LLC | 0.14% | Reduce -16.5% | 9,120 | $451K |
| Alexander Randolph Advisory, Inc. | 0.42% | No change | 9,100 | $450K |
| Elm Partners Management LLC | 0.03% | No change | 9,097 | $450K |
| Intelligent Financial Strategies | 0.28% | Reduce -8.4% | 9,082 | $449K |
| Three Bridge Wealth Advisors, LLC | 0.18% | Reduce -33.6% | 9,079 | $449K |
| Sequent Planning LLC | 0.15% | Add +75.5% | 8,971 | $444K |
| SeaBridge Investment Advisors LLC | 0.11% | No change | 8,959 | $443K |
| Monarch Capital Management Inc. | 0.13% | Add +2.1% | 8,896 | $440K |
| Diversify Wealth Management, LLC | 0.05% | — | 9,218 | $439K |
| Sonoma Private Wealth LLC | 0.71% | Add +16.2% | 8,863 | $438K |
| FAS Wealth Partners, Inc. | 0.04% | Reduce -46.3% | 8,860 | $438K |
| Glenview Trust Co | 0.01% | Add +12.7% | 8,850 | $437K |
| Meridian Wealth Partners, LLC | 0.08% | Reduce -17.6% | 8,822 | $436K |
| First County Bank | 0.22% | Reduce -12.6% | 8,795 | $435K |
| Fiduciary Financial Group, LLC | 0.10% | — | 8,437 | $434K |
| Adirondack Trust Co. | 0.18% | No change | 8,763 | $433K |
| VeraBank, N.A. | 0.13% | Reduce -9.0% | 8,758 | $433K |
| Morton Capital Management LLC | 0.10% | Reduce -24.4% | 8,752 | $433K |
| Redmond Asset Management, LLC | 0.14% | Reduce -12.9% | 8,751 | $432K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +20.3% | 8,734 | $432K |
| Unionview, LLC | 0.35% | Add +0.8% | 8,733 | $432K |
| Good Life Advisors, LLC | 0.04% | Add +1.8% | 8,690 | $429K |
| Eagle Strategies LLC | 0.08% | Reduce -93.0% | 8,663 | $428K |
| S&co Inc. | 0.03% | Add +41.1% | 8,675 | $428K |
| Concorde Asset Management, LLC | 0.26% | Add +36.2% | 8,648 | $427K |
| Financial Alternatives, Inc | 0.32% | No change | 8,639 | $427K |
| Orca Investment Management, LLC | 0.41% | New | 8,609 | $425K |
| Schorn Wealth LLC | 0.15% | Reduce -1.0% | 8,600 | $425K |
| B & T Capital Management DBA Alpha Capital Management | 0.08% | Add +1.6% | 8,596 | $425K |
| Lincoln Capital LLC | 0.09% | Reduce -0.7% | 8,594 | $425K |
| Acas, LLC | 0.37% | Reduce -1.5% | 8,336 | $424K |
| Avaii Wealth Management, LLC | 0.24% | Add +2.5% | 8,582 | $424K |
| Treynor Bancshares, Inc. | 0.44% | Reduce -57.9% | 8,574 | $424K |
| Lavaca Capital LLC | 0.23% | New | 8,572 | $424K |
| Total Wealth Planning, LLC | 0.07% | Reduce -3.5% | 8,234 | $423K |
| J. W. Coons Advisors, LLC | 0.08% | Add +0.1% | 8,542 | $422K |
| New England Private Wealth Advisors LLC | 0.07% | Add +2.5% | 8,529 | $422K |
| Fourpath Capital Management, LLC | 0.31% | Reduce -0.6% | 8,517 | $421K |
| TBH Global Asset Management, LLC | 0.09% | Add +3.3% | 8,497 | $420K |
| GAMMA Investing LLC | 0.06% | Add +36.4% | 8,493 | $420K |
| Alamar Capital Management, LLC | 0.25% | — | 8,485 | $419K |
| First United Bank & Trust | 0.16% | No change | 8,438 | $417K |
| Next Level Private LLC | 0.19% | No change | 8,426 | $416K |
| Criterion Capital Advisors, LLC | 0.26% | No change | 8,408 | $416K |
| Marotta Asset Management | 0.09% | Add +86.2% | 8,400 | $415K |
| Harmony Asset Management LLC | 0.17% | Add +1.4% | 8,401 | $415K |
| Evensky & Katz LLC | 0.03% | Add +68.5% | 8,370 | $414K |
| Exchange Capital Management, Inc. | 0.07% | Reduce -5.0% | 8,363 | $413K |
| Wealth Alliance, LLC | 0.05% | Add +3.2% | 8,346 | $412K |
| Asset Management Group, Inc. | 0.06% | Add +4.0% | 8,332 | $412K |
| Fermata Advisors, LLC | 0.09% | Add +1.3% | 8,328 | $412K |
| One Wealth Map LLC | 0.25% | No change | 8,097 | $411K |
| Williamson Legacy Group, LLC | 0.31% | New | 8,303 | $410K |
| Client 1ST Advisory Group, LLC | 0.18% | No change | 8,275 | $409K |
| Seneca Financial Advisors LLC | 0.21% | New | 8,265 | $408K |
| First Foundation Advisors | 0.02% | Reduce -15.0% | 8,252 | $408K |
| CWS Financial Advisors, LLC | 0.16% | Reduce -3.3% | 8,227 | $407K |
| Wealth Dimensions Group, Ltd. | 0.12% | Add +2.0% | 8,205 | $405K |
| Physician Wealth Advisors, Inc. | 0.07% | Add +4.0% | 7,865 | $404K |
| Park Place Capital Corp | 0.13% | Add +0.1% | 8,157 | $403K |
| Stanley-Laman Group, Ltd. | 0.05% | Add +15.1% | 8,156 | $403K |
| Cardinal Point Capital Management ULC | 0.07% | Add +0.1% | 8,154 | $403K |
| Lam Group, Inc. | 0.34% | Add +3.8% | 8,154 | $403K |
| Key Client Fiduciary Advisors, LLC | 0.20% | Add +4.7% | 8,139 | $402K |
| Keyes, Stange & Wooten Wealth Management, LLC | 0.28% | Reduce -6.3% | 8,139 | $402K |
| Beacon Bank & Trust | 0.10% | No change | 8,056 | $398K |
| Cooper Financial Group | 0.06% | Add +42.4% | 8,038 | $397K |
| Quotient Wealth Partners, LLC | 0.01% | Add +26.1% | 7,989 | $395K |
| NWF Advisory Services Inc. | 0.06% | Add +26.6% | 7,985 | $395K |
| Capital Advisors Inc. | 0.01% | Add +5.5% | 7,967 | $394K |
| Bank of Marin | 0.34% | No change | 7,902 | $391K |
| McGlone Suttner Wealth Management, Inc. | 0.08% | Add +11.8% | 8,138 | $390K |
| Baldwin Investment Management, LLC | 0.05% | Add +1.7% | 7,830 | $387K |
| KFA Private Wealth Group, LLC | 0.20% | Reduce -45.3% | 7,820 | $386K |
| Front Row Advisors LLC | 0.13% | Add +0.1% | 7,806 | $386K |
| Gries Financial LLC | 0.08% | Reduce -2.3% | 7,806 | $386K |
| WMS Partners, LLC | 0.02% | Reduce -64.0% | 7,791 | $385K |
| Impact Partnership Wealth, LLC | 0.10% | Add +11.6% | 7,784 | $385K |
| Earned Wealth Advisors, LLC | 0.15% | Add +35.0% | 7,776 | $384K |
| Navalign, LLC | 0.12% | No change | 7,708 | $381K |
| Carrera Capital Advisors | 0.12% | — | 7,690 | $380K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -2.3% | 7,681 | $380K |
| Ruedi Wealth Management, Inc. | 0.15% | Reduce -0.8% | 7,648 | $378K |
| Holistic Financial Partners | 0.19% | Reduce -0.5% | 7,619 | $377K |
| Goodman Financial Corp | 0.08% | New | 7,603 | $376K |
| Compass Financial Group, INC | 0.08% | Reduce -3.2% | 7,577 | $374K |
| Cambiar Investors LLC | 0.01% | New | 7,546 | $373K |
| First Interstate Bank | 0.02% | Add +11.5% | 7,541 | $373K |
| Onyx Bridge Wealth Group LLC | 0.06% | Reduce -2.6% | 7,531 | $372K |
| Mitchell Capital Management Co. | 0.07% | No change | 7,519 | $372K |
| Lakeridge Wealth Management LLC | 0.22% | Add +60.2% | 7,510 | $371K |
| Strategic Wealth Investment Group, LLC | 0.05% | — | 7,501 | $371K |
| First Merchants Corp. | 0.01% | No change | 7,506 | $371K |
| Awm Capital, LLC | 0.06% | Add +3.7% | 7,485 | $370K |
| Watchman Group, Inc. | 0.12% | No change | 7,472 | $369K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.18% | Add +0.8% | 7,439 | $368K |
| Emerald Advisors, LLC | 0.06% | Reduce -3.2% | 7,415 | $366K |
| Hemenway Trust Co LLC | 0.03% | Reduce -35.2% | 7,412 | $366K |
| Horan Securities, Inc. | 0.16% | Reduce -0.3% | 7,397 | $366K |
| Occidental Asset Management, LLC | 0.06% | Add +34.1% | 7,395 | $365K |
| Vivid Wealth Management, LLC | 0.20% | New | 7,393 | $365K |
| TD Capital Management LLC | 0.04% | Add +0.1% | 7,389 | $365K |
| Atlas Brown,Inc. | 0.13% | Reduce -2.0% | 7,385 | $365K |
| Schmidt P J Investment Management Inc. | 0.07% | No change | 7,380 | $365K |
| Carmel Capital Partners, LLC | 0.15% | Add +2.3% | 7,374 | $364K |
| McDaniel Terry & Co. | 0.03% | No change | 7,372 | $364K |
| Hill Investment Group Partners, LLC | 0.05% | Reduce -0.3% | 7,194 | $364K |
| Tradewinds, LLC. | 0.11% | New | 7,348 | $363K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 7,330 | $362K |
| Boston Trust Walden Corp | 0.00% | Reduce -7.7% | 7,281 | $360K |
| American State Bank (Iowa) | 0.23% | Add +7.8% | 7,174 | $355K |
| Provenance Wealth Advisors, LLC | 0.05% | No change | 7,171 | $354K |
| Girard Partners LTD. | 0.03% | Add +0.5% | 7,136 | $353K |
| True North Advisors, LLC | 0.09% | Reduce -0.2% | 7,130 | $352K |
| Sharper & Granite LLC | 0.17% | Reduce -5.6% | 7,120 | $352K |
| Gibson Capital, LLC | 0.08% | Add +9.0% | 7,089 | $350K |
| Renasant Bank | 0.24% | No change | 7,052 | $349K |
| Investors Research Corp | 0.08% | Add +35.0% | 7,051 | $348K |
| Heritage Investors Management Corp. | 0.01% | Add +5.3% | 7,036 | $348K |
| SWP Financial LLC | 0.23% | Reduce -93.7% | 7,039 | $348K |
| Tillman Hartley LLC | 0.12% | No change | 6,984 | $345K |
| Family Investment Center, Inc. | 0.10% | Reduce -0.1% | 6,957 | $344K |
| Bank of Nova Scotia | 0.00% | No change | 6,945 | $343K |
| WR Wealth Planners, LLC | 0.10% | Reduce -4.8% | 6,938 | $343K |
| Retirement Planning Group, LLC | 0.02% | Reduce -87.0% | 6,929 | $342K |
| Alpha Financial Advisors, LLC | 0.16% | Reduce -36.4% | 6,929 | $342K |
| Bright Futures Wealth Management, LLC. | 0.19% | Add +1.6% | 7,024 | $342K |
| HHM Wealth Advisors, LLC | 0.05% | Add +3.8% | 6,879 | $340K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | New | 6,871 | $340K |
| Mechanics Bank Trust Department | 0.05% | No change | 6,834 | $338K |
| Caitlin John, LLC | 0.25% | Add +25.2% | 6,809 | $337K |
| Midland Wealth Advisors, LLC | 0.02% | New | 6,793 | $336K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -21.9% | 6,774 | $335K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -2.0% | 6,748 | $333K |
| VitalStone Financial, LLC | 0.24% | Reduce -7.3% | 6,747 | $333K |
| Clarity Wealth Advisors, LLC | 0.11% | No change | 6,746 | $333K |
| Hazlett, Burt & Watson, Inc. | 0.17% | Add +79.0% | 6,750 | $333K |
| Marks Group Wealth Management, Inc | 0.04% | No change | 6,735 | $333K |
| Salem Investment Counselors Inc. | 0.01% | Add +31.5% | 6,731 | $333K |
| CM Wealth Advisors LLC | 0.16% | Reduce -86.5% | 6,698 | $331K |
| Hibernia Wealth Partners, LLC | 0.12% | Reduce -24.9% | 6,682 | $330K |
| Pasadena Private Wealth, LLC | 0.08% | No change | 6,675 | $330K |
| Coppell Advisory Solutions LLC | 0.05% | — | 6,666 | $329K |
| Financial Partners Group, LLC | 0.13% | Add +8.3% | 6,652 | $329K |
| LCNB Corp. | 0.12% | No change | 6,649 | $329K |
| Atlas Capital Advisors Inc. | 0.04% | Add +0.0% | 6,616 | $327K |
| Sfmg, LLC | 0.03% | New | 6,603 | $326K |
| Koesten, Hirschmann & Crabtree, INC. | 0.21% | No change | 6,496 | $326K |
| JPL Wealth Management, LLC | 0.16% | Reduce -13.1% | 6,582 | $325K |
| Penobscot Investment Management Company, Inc. | 0.03% | No change | 6,563 | $324K |
| Kowal Investment Group, LLC | 0.06% | Reduce -0.2% | 6,561 | $324K |
| Paragon Private Wealth Management, LLC | 0.18% | New | 6,553 | $324K |
| First Business Financial Services, Inc. | 0.03% | No change | 6,514 | $322K |
| TCI Wealth Advisors, Inc. | 0.03% | Reduce -1.6% | 6,508 | $322K |
| Brown Financial Advisory | 0.25% | No change | 6,471 | $320K |
| Hyman Charles D | 0.02% | No change | 6,359 | $314K |
| Patton Albertson Miller Group, LLC | 0.04% | No change | 6,340 | $313K |
| Sound View Wealth Advisors Group, LLC | 0.03% | No change | 6,241 | $308K |
| Sheets Smith Wealth Management | 0.04% | New | 6,217 | $307K |
| Evernest Financial Advisors, LLC | 0.14% | Reduce -0.9% | 6,200 | $306K |
| Jennison Associates LLC | 0.00% | New | 6,200 | $306K |
| WFA of San Diego, LLC | 0.27% | — | 6,155 | $304K |
| Atwater Malick LLC | 0.10% | No change | 6,121 | $303K |
| Pin Oak Investment Advisors Inc. | 0.29% | Reduce -6.9% | 6,110 | $302K |
| Napa Wealth Management | 0.20% | Reduce -12.5% | 6,102 | $302K |
| Mayfair Advisory Group, LLC | 0.20% | Add +35.8% | 5,832 | $300K |
| Members Wealth LLC | 0.20% | — | 5,268 | $300K |
| Selective Wealth Management, Inc. | 0.13% | No change | 5,974 | $299K |
| SlateStone Wealth, LLC | 0.03% | Reduce -2.0% | 6,043 | $299K |
| Carnegie Investment Counsel | 0.01% | Reduce -40.7% | 6,045 | $299K |
| Source Financial Advisors LLC | 0.09% | Reduce -52.2% | 6,044 | $299K |
| Bfsg, LLC | 0.04% | No change | 6,027 | $298K |
| Proficio Capital Partners LLC | 0.03% | No change | 6,000 | $297K |
| Newman Dignan & Sheerar, Inc. | 0.08% | Add +2.1% | 5,997 | $296K |
| Bank Ozk | 0.13% | Reduce -5.3% | 5,996 | $296K |
| Clarus Group, Inc. | 0.13% | Reduce -0.0% | 5,985 | $296K |
| Accretive Wealth Partners, LLC | 0.12% | Add +46.4% | 5,982 | $296K |
| Austin Asset Management Co Inc | 0.06% | Reduce -2.4% | 5,979 | $295K |
| Money Concepts Capital Corp. | 0.02% | Reduce -2.7% | 5,957 | $294K |
| Sit Investment Associates Inc. | 0.01% | New | 5,955 | $294K |
| Coordinated Financial Services, Inc. | 0.25% | Add +1.9% | 5,924 | $293K |
| ARK & TLK Investments, LLC | 0.11% | New | 5,904 | $292K |
| Rathbones Group PLC | 0.00% | No change | 5,900 | $292K |
| Melfa Wealth Management, Inc. | 0.20% | Reduce -4.0% | 5,899 | $292K |
| O'Connor Financial Group LLC | 0.17% | Reduce -1.0% | 5,887 | $291K |
| First American Trust, FSB | 0.03% | New | 5,873 | $290K |
| Providence Capital Advisors, LLC | 0.06% | Reduce -0.4% | 5,868 | $290K |
| Spinnaker Trust | 0.02% | Add +1.3% | 5,864 | $290K |
| MKT Advisors LLC | 0.14% | No change | 5,784 | $290K |
| Horan Capital Advisors, LLC. | 0.10% | Add +2.9% | 5,859 | $290K |
| Signal Advisors Wealth, LLC | 0.63% | Reduce -93.2% | 5,849 | $289K |
| Westover Capital Advisors, LLC | 0.07% | Reduce -16.0% | 5,820 | $288K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 5,816 | $287K |
| Able Wealth Management LLC | 0.24% | Reduce -0.6% | 5,794 | $286K |
| Harvest Investment Services, LLC | 0.11% | New | 5,790 | $286K |
| Wealth Group Ltd | 0.09% | Reduce -37.3% | 5,784 | $286K |
| Astoria Portfolio Advisors LLC. | 0.10% | Reduce -3.5% | 5,778 | $286K |
| Moss Adams Wealth Advisors LLC | 0.04% | New | 5,773 | $285K |
| Two Sigma Securities, LLC | 0.01% | Reduce -94.1% | 5,764 | $285K |
| Slagle Financial, LLC | 0.15% | Reduce -2.6% | 5,762 | $285K |
| McIlrath & Eck, LLC | 0.04% | Add +0.0% | 5,744 | $284K |
| Market Street Wealth Management Advisors LLC | 0.05% | Reduce -1.2% | 5,722 | $283K |
| KKM Financial LLC | 0.13% | No change | 5,713 | $282K |
| Willow Creek Wealth Management Inc. | 0.03% | No change | 5,710 | $282K |
| Silver Oak Advisory Group, Inc. | 0.16% | No change | 5,710 | $282K |
| Athena Investment Management | 0.17% | No change | 5,700 | $282K |
| UNIVEST FINANCIAL Corp | 0.08% | No change | 5,687 | $281K |
| Collaborative Wealth Managment Inc. | 0.14% | Reduce -24.4% | 5,608 | $277K |
| Garden State Investment Advisory Services LLC | 0.10% | Reduce -34.7% | 5,601 | $277K |
| Fortis Capital Management LLC | 0.06% | Add +6.7% | 5,599 | $277K |
| Guidance Point Advisors, LLC | 0.09% | Add +1.0% | 5,597 | $277K |
| FLC Capital Advisors | 0.07% | No change | 5,555 | $275K |
| Foster & Motley Inc. | 0.02% | Reduce -22.9% | 5,536 | $274K |
| Vickerman Investment Advisors, Inc. | 0.09% | No change | 5,513 | $272K |
| Fingerlakes Wealth Management, Inc. | 0.24% | Add +0.9% | 5,506 | $272K |
| High Note Wealth, LLC | 0.08% | No change | 5,503 | $272K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | Add +5.3% | 5,502 | $272K |
| Chilton Investment Co. Inc. | 0.01% | No change | 5,483 | $271K |
| Seeds Investor LLC | 0.14% | Reduce -3.4% | 5,467 | $270K |
| Alpha Omega Wealth Management LLC | 0.05% | No change | 5,458 | $270K |
| Palo Alto Wealth Advisors, LLC | 0.19% | Reduce -3.9% | 5,455 | $270K |
| Harbor Group, Inc. | 0.07% | Add +0.8% | 5,455 | $270K |
| Mainsail Asset Management, LLC | 0.21% | Add +0.1% | 5,376 | $266K |
| Greenwood Capital Associates LLC | 0.03% | No change | 5,354 | $265K |
| Guardian Asset Advisors, LLC | 0.19% | Add +8.3% | 5,347 | $265K |
| Signify Wealth | 0.38% | New | 5,335 | $264K |
| Retirement Income Solutions, Inc. | 0.06% | Reduce -12.2% | 5,329 | $263K |
| Sterling Investment Advisors LLC | 0.16% | Reduce -0.1% | 5,326 | $263K |
| Disciplined Investments, LLC | 0.14% | Reduce -17.7% | 5,326 | $263K |
| GW&K Investment Management, LLC | 0.00% | Add +29.1% | 5,317 | $263K |
| AA Financial Advisors, LLC | 0.09% | Reduce -0.1% | 5,316 | $263K |
| OMNI 360 Wealth, Inc. | 0.20% | No change | 5,312 | $263K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Reduce -5.7% | 5,302 | $262K |
| Atlantic Private Wealth, LLC | 0.21% | No change | 5,289 | $261K |
| Fsa Wealth Partners, Inc. | 0.07% | Add +5.2% | 5,288 | $261K |
| jvl associates llc | 0.10% | Add +7.7% | 5,275 | $261K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.07% | New | 5,274 | $261K |
| WMG Financial Advisors, LLC | 0.14% | Reduce -3.0% | 5,271 | $260K |
| Shore Point Advisors, LLC | 0.15% | Add +1.5% | 5,262 | $260K |
| ORBA Wealth Advisors, L.L.C. | 0.13% | No change | 5,254 | $260K |
| New Wave Wealth Advisors LLC | 0.14% | — | 5,253 | $260K |
| Capital Planning LLC | 0.08% | No change | 5,239 | $259K |
| Stonegate Investment Group, LLC | 0.01% | New | 5,236 | $259K |
| Aft, Forsyth & Company, Inc. | 0.13% | No change | 5,200 | $257K |
| Stonebridge Capital Advisors LLC | 0.02% | Reduce -4.5% | 5,132 | $254K |
| SIMA Wealth Partners, LLC | 0.24% | — | 5,089 | $251K |
| Ti-Trust, Inc. | 0.19% | No change | 5,076 | $251K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -2.4% | 5,073 | $251K |
| Fortitude Advisory Group L.L.C. | 0.15% | Add +0.5% | 5,056 | $250K |
| Patton Fund Management, Inc. | 0.05% | New | 5,052 | $250K |
| Virtue Capital Management, LLC | 0.04% | New | 4,926 | $249K |
| Excalibur Management Corp. | 0.10% | No change | 4,998 | $247K |
| Caldwell Sutter Capital, Inc. | 0.12% | Add +3.9% | 4,969 | $246K |
| Nvest Financial, LLC | 0.15% | Reduce -3.0% | 4,962 | $245K |
| Gibbs Wealth Management | 0.10% | New | 4,915 | $243K |
| Kingdom Financial Group LLC. | 0.16% | Reduce -38.0% | 4,906 | $242K |
| FreeGulliver LLC | 0.17% | Add +12.2% | 4,904 | $242K |
| Advisory Alpha, LLC | 0.01% | Add +13.8% | 4,898 | $242K |
| Logan Capital Management Inc. | 0.01% | Add +212.5% | 4,863 | $240K |
| Bill Few Associates, Inc. | 0.09% | No change | 4,860 | $240K |
| Cascade Investment Group, Inc. | 0.19% | Reduce -2.5% | 4,848 | $240K |
| Harbour Investment Management LLC | 0.11% | No change | 4,829 | $239K |
| Spirepoint Private Client, LLC | 0.03% | Reduce -2.0% | 4,798 | $237K |
| LexAurum Advisors, LLC | 0.06% | Reduce -2.1% | 4,787 | $237K |
| Chemistry Wealth Management LLC | 0.06% | New | 4,787 | $237K |
| Blue Zone Wealth Advisors, LLC | 0.08% | Add +0.4% | 4,782 | $236K |
| Red Door Wealth Management, LLC | 0.04% | New | 4,778 | $236K |
| ABLE Financial Group, LLC | 0.09% | New | 4,767 | $236K |
| Lockerman Financial Group, Inc. | 0.43% | Reduce -1.6% | 4,766 | $236K |
| Meredith Wealth Planning | 0.12% | New | 4,762 | $235K |
| Northwest Quadrant Wealth Management, LLC | 0.06% | Add +0.9% | 4,753 | $235K |
| FWG Investments, LLC. | 0.24% | Reduce -9.1% | 4,751 | $235K |
| Ameraudi Asset Management, Inc. | 0.11% | No change | 4,743 | $234K |
| Cedar Point Capital Partners, LLC | 0.17% | Add +16.9% | 4,728 | $234K |
| First Financial Bank - Trust Division | 0.02% | New | 4,722 | $233K |
| XML Financial, LLC | 0.02% | Add +5.9% | 4,719 | $233K |
| Zullo Investment Group, Inc. | 0.10% | Reduce -4.0% | 4,705 | $233K |
| GDS Wealth Management | 0.03% | New | 4,698 | $232K |
| Copperwynd Financial, LLC | 0.08% | New | 4,555 | $232K |
| Wit, LLC | 6.96% | Reduce -0.6% | 4,679 | $231K |
| Satovsky Asset Management LLC | 0.06% | New | 4,677 | $231K |
| Realta Investment Advisors | 0.05% | Reduce -37.6% | 4,661 | $230K |
| PCG Wealth Advisors, LLC | 0.10% | Reduce -5.5% | 4,638 | $229K |
| Quantitative Strategies, Inc. | 0.13% | No change | 4,632 | $229K |
| Truvestments Capital LLC | 0.09% | Add +2.6% | 4,632 | $229K |
| National Wealth Management Group, LLC | 0.17% | Add +0.9% | 4,626 | $229K |
| Mason Investment Advisory Services, Inc. | 0.01% | Add +5.1% | 4,623 | $228K |
| Hubbell Strickland Wealth Management, LLC | 0.11% | Add +8.2% | 4,602 | $227K |
| Financial Guidance Group, Inc. | 0.14% | Add +4.2% | 4,582 | $226K |
| Investmark Advisory Group LLC | 0.12% | Reduce -1.0% | 4,566 | $226K |
| Fiduciary Alliance LLC | 0.04% | Reduce -0.5% | 4,535 | $225K |
| Tucker Asset Management LLC | 0.05% | Add +16.7% | 4,548 | $225K |
| Legacy Wealth Asset Management, LLC | 0.06% | Reduce -5.8% | 4,538 | $224K |
| Rovin Capital /Ut/ | 0.09% | Reduce -5.8% | 4,541 | $224K |
| Reynders McVeigh Capital Management, LLC | 0.01% | No change | 4,519 | $223K |
| Summit X, LLC | 0.05% | New | 4,469 | $223K |
| Stokes Capital Advisors, LLC | 0.06% | Reduce -10.4% | 4,501 | $222K |
| Wallace Capital Management Inc. | 0.03% | Reduce -15.9% | 4,500 | $222K |
| Madrona Financial Services, LLC | 0.07% | New | 4,493 | $222K |
| Brown Miller Wealth Management, LLC | 0.09% | No change | 4,484 | $222K |
| SkyOak Wealth, LLC | 0.05% | Add +1.7% | 4,482 | $222K |
| WealthCollab, LLC | 0.16% | Reduce -15.5% | 4,468 | $221K |
| Blue Bell Private Wealth Management, LLC | 0.05% | Add +44.0% | 4,457 | $220K |
| Members Trust Co | 0.01% | No change | 4,457 | $220K |
| Cadence Wealth Management LLC | 0.15% | Add +2.0% | 4,440 | $219K |
| Hexagon Capital Partners LLC | 0.05% | Reduce -8.8% | 4,422 | $219K |
| Cornerstone Advisory, LLC | 0.03% | Add +6.5% | 4,418 | $218K |
| Greenup Street Wealth Management LLC | 0.05% | Add +1.0% | 4,416 | $218K |
| Institutional & Family Asset Management, LLC | 0.03% | Add +17.8% | 4,412 | $218K |
| Mraz, Amerine & Associates, Inc. | 0.04% | Reduce -21.4% | 4,411 | $218K |
| WealthTrust Axiom LLC | 0.07% | Reduce -0.6% | 4,399 | $217K |
| Pegasus Partners Ltd. | 0.02% | New | 4,393 | $217K |
| LM Advisors LLC | 0.04% | New | 4,394 | $217K |
| Barnes Pettey Financial Advisors, LLC | 0.19% | New | 4,384 | $217K |
| Cahaba Wealth Management, Inc. | 0.02% | Add +0.6% | 4,382 | $217K |
| Burt Wealth Advisors | 0.06% | New | 4,375 | $216K |
| Truefg, LLC | 0.08% | No change | 4,356 | $215K |
| Family Asset Management, LLC | 0.14% | New | 4,355 | $215K |
| Frisch Financial Group, Inc. | 0.07% | Reduce -24.5% | 4,353 | $215K |
| AIFG Consultants Ltd. | 0.16% | Add +0.1% | 4,311 | $213K |
| Trust Point Inc. | 0.02% | No change | 4,294 | $212K |
| GeoWealth Management, LLC | 0.01% | Add +12.0% | 4,273 | $211K |
| Fortis Group Advisors, LLC | 0.04% | New | 4,269 | $211K |
| Claret Asset Management Corp | 0.04% | No change | 4,256 | $210K |
| Empirical Asset Management, LLC | 0.08% | New | 148,491 | $208K |
| One Charles Private Wealth Services, LLC | 0.09% | Reduce -26.5% | 4,209 | $208K |
| Bernardo Wealth Planning LLC | 0.06% | Add +0.8% | 4,203 | $208K |
| DF Dent & Co. Inc. | 0.00% | No change | 4,202 | $208K |
| USAdvisors Wealth Management, LLC | 0.07% | Reduce -0.6% | 4,205 | $207K |
| Clark Capital Management Group, Inc. | 0.00% | New | 4,184 | $207K |
| Cedrus LLC | 0.10% | Reduce -4.4% | 4,174 | $206K |
| Cape Investment Advisory, Inc. | 0.09% | Reduce -45.2% | 4,173 | $206K |
| G&S Capital LLC | 0.09% | Reduce -21.7% | 4,029 | $206K |
| Annex Advisory Services, LLC | 0.01% | New | 4,166 | $206K |
| TNF LLC | 0.08% | New | 4,115 | $205K |
| Pettyjohn, Wood & White, Inc. | 0.04% | Reduce -0.9% | 4,156 | $205K |
| Greenwich Wealth Management LLC | 0.01% | Reduce -7.8% | 4,131 | $204K |
| Range Financial Group LLC | 0.10% | Add +0.6% | 4,106 | $203K |
| Argent Advisors, Inc. | 0.08% | Reduce -6.1% | 4,102 | $203K |
| Catalyst Private Wealth, LLC | 0.11% | No change | 4,097 | $202K |
| Embree Financial Group | 0.04% | Reduce -16.7% | 4,087 | $202K |
| Great Waters Wealth Management | 0.03% | New | 4,083 | $202K |
| Evoke Wealth, LLC | 0.30% | Reduce -99.7% | 4,076 | $201K |
| Balefire, LLC | 0.07% | Add +5.5% | 4,074 | $201K |
| Seelaus Asset Management LLC | 0.21% | New | 4,056 | $200K |
| Fortem Financial Group, LLC | 0.09% | New | 4,056 | $200K |
| Gradient Investments LLC | 0.00% | Reduce -26.9% | 3,966 | $196K |
| Nordwand Advisors, LLC | 0.08% | No change | 3,905 | $193K |
| Princeton Global Asset Management LLC | 0.04% | Add +599.6% | 3,764 | $186K |
| GoalVest Advisory LLC | 0.06% | Reduce -2.7% | 3,761 | $186K |
| Duncker Streett & Co. Inc. | 0.04% | No change | 3,739 | $185K |
| Strategic Financial Concepts, LLC | 0.11% | Add +6005.9% | 8,308,691 | $184K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | Add +0.3% | 3,697 | $183K |
| Brown, Lisle/Cummings, Inc. | 0.06% | No change | 3,642 | $180K |
| Global Wealth Strategies & Associates | 0.06% | Add +0.4% | 3,630 | $179K |
| United Community Bank | 0.07% | No change | 3,564 | $176K |
| TCTC Holdings, LLC | 0.01% | No change | 3,560 | $176K |
| Spotlight Asset Group, Inc. | 0.12% | Add +1.0% | 3,555 | $176K |
| Gables Capital Management Inc. | 0.09% | Add +4.8% | 3,509 | $173K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | New | 3,482 | $172K |
| Old Second National Bank of Aurora | 0.04% | No change | 3,464 | $171K |
| DHJJ Financial Advisors, Ltd. | 0.07% | Add +0.0% | 3,452 | $171K |
| Concord Wealth Partners | 0.03% | Add +0.0% | 3,451 | $171K |
| American National Bank & Trust | 0.02% | No change | 3,443 | $170K |
| IAG Wealth Partners, LLC | 0.03% | Reduce -28.6% | 3,429 | $169K |
| Sound Income Strategies, LLC | 0.01% | Reduce -67.4% | 3,418 | $169K |
| Ransom Advisory, Ltd | 0.08% | Add +157.1% | 3,273 | $162K |
| Glen Eagle Advisors, LLC | 0.03% | Add +1.7% | 3,228 | $160K |
| Rowlandmiller & Partners.adv | 0.03% | Reduce -2.9% | 3,214 | $159K |
| Pacifica Partners Inc. | 0.07% | Add +46.6% | 3,164 | $159K |
| Signature Resources Capital Management, LLC | 0.13% | Add +3.1% | 3,163 | $156K |
| Union Savings Bank | 0.08% | No change | 3,154 | $156K |
| MCF Advisors LLC | 0.01% | Add +0.4% | 3,075 | $152K |
| Indiana Trust & Investment Management Co | 0.06% | Reduce -3.1% | 3,042 | $150K |
| Central Pacific Bank - Trust Division | 0.02% | Reduce -7.7% | 3,026 | $150K |
| Hobbs Group Advisors, LLC | 0.05% | — | 2,828 | $140K |
| Jamison Private Wealth Management, Inc. | 0.02% | Add +170.8% | 2,703 | $134K |
| Rothschild Investment LLC | 0.01% | Add +0.4% | 2,684 | $133K |
| Colonial Trust Advisors | 0.01% | Reduce -0.2% | 2,637 | $130K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -5.0% | 2,616 | $129K |
| Beacon Capital Management, LLC | 0.02% | Add +1.6% | 2,595 | $128K |
| Ironwood Wealth Management, LLC. | 0.04% | No change | 2,482 | $123K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +70.4% | 2,452 | $121K |
| Rain Capital Management, LLC | 0.08% | No change | 2,273 | $115K |
| BNP Paribas Financial Markets | 0.00% | Add +11.4% | 2,260 | $112K |
| Russell Investments Group, Ltd. | 0.00% | New | 2,205 | $109K |
| RFP Financial Group LLC | 0.04% | Reduce -16.5% | 2,078 | $103K |
| Elevation Wealth Partners, LLC | 0.05% | Add +1.0% | 2,019 | $100K |
| Wiser Advisor Group LLC | 0.16% | Add +21.9% | 2,011 | $99K |
| TFC Financial Management, Inc. | 0.02% | No change | 1,999 | $99K |
| SJS Investment Consulting Inc. | 0.02% | No change | 1,980 | $98K |
| Robinswood Financial LLC | 0.04% | Add +3014.5% | 1,931 | $95K |
| Field & Main Bank | 0.04% | Add +93.6% | 1,913 | $95K |
| HBC Financial Services, PLLC | 0.06% | No change | 1,883 | $94K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 1,873 | $93K |
| Voisard Asset Management Group, Inc. | 0.04% | No change | 1,852 | $92K |
| Coston, McIsaac & Partners | 0.03% | No change | 1,856 | $91K |
| Consultiva Wealth Management, Corp. | 0.76% | New | 1,684 | $83K |
| Bruce G. Allen Investments, LLC | 0.06% | Reduce -24.3% | 1,536 | $76K |
| Marquette Asset Management, LLC | 0.01% | No change | 1,524 | $75K |
| Olistico Wealth, LLC | 0.05% | New | 1,500 | $74K |
| Advantage Trust Co | 0.05% | No change | 1,465 | $72K |
| Canton Hathaway, LLC | 0.02% | No change | 1,460 | $72K |
| Albion Financial Group | 0.01% | Add +76.5% | 1,456 | $72K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | Add +0.9% | 1,414 | $70K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Reduce -25.5% | 1,394 | $69K |
| Tyler-Stone Wealth Management | 0.03% | Reduce -7.1% | 1,389 | $69K |
| MeadowBrook Investment Advisors LLC | 0.07% | Reduce -95.9% | 405 | $68K |
| NFSG Corp | 0.03% | Reduce -6.8% | 1,377 | $68K |
| Silicon Valley Capital Partners | 0.01% | Add +0.9% | 1,375 | $68K |
| Clear Point Advisors Inc. | 0.06% | Add +0.9% | 1,364 | $67K |
| Painted Porch Advisors LLC | 0.04% | New | 1,344 | $66K |
| Tsfg, LLC | 0.02% | Add +0.1% | 1,320 | $65K |
| Main Street Group, LTD | 0.03% | Reduce -26.9% | 1,304 | $64K |
| ESL Trust Services, LLC | 0.02% | No change | 1,284 | $63K |
| Ramirez Asset Management, Inc. | 0.01% | No change | 1,255 | $62K |
| Dakota Community Bank & Trust NA | 0.33% | No change | 1,254 | $62K |
| Tidemark, LLC | 0.03% | Reduce -10.4% | 1,242 | $61K |
| Richardson Capital Management LLC | 0.04% | Reduce -22.6% | 1,184 | $59K |
| Bollard Group LLC | 0.00% | Add +0.9% | 1,179 | $58K |
| Pacific Center for Financial Services | 0.02% | No change | 1,106 | $55K |
| Wolff Wiese Magana LLC | 0.04% | Add +5.3% | 1,102 | $54K |
| Hoese & Co LLP | 0.05% | Add +56.6% | 1,073 | $54K |
| Great Lakes Retirement, Inc. | 0.01% | New | 1,037 | $51K |
| Financial Freedom, LLC | 0.03% | No change | 1,015 | $50K |
| POM Investment Strategies, LLC | 0.04% | No change | 982 | $49K |
| Orion Capital Management LLC | 0.02% | No change | 912 | $45K |
| West Paces Advisors Inc. | 0.01% | Reduce -40.2% | 882 | $44K |
| Addison Advisors LLC | 0.01% | Reduce -5.6% | 876 | $43K |
| FSC Wealth Advisors, LLC | 0.03% | No change | 873 | $43K |
| Valley National Advisers Inc. | 0.01% | No change | 876 | $43K |
| Rise Advisors, LLC | 0.02% | Add +0.9% | 867 | $43K |
| Gleason Group, Inc. | 0.01% | Add +201.4% | 856 | $42K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | Add +133.0% | 834 | $41K |
| EnRich Financial Partners LLC | 0.01% | No change | 800 | $40K |
| Kathleen S. Wright Associates Inc. | 0.02% | No change | 788 | $39K |
| LRI Investments, LLC | 0.00% | No change | 787 | $39K |
| Your Advocates Ltd., LLP | 0.02% | Reduce -4.9% | 778 | $38K |
| Fairscale Capital, LLC | 0.03% | — | 747 | $38K |
| Piscataqua Savings Bank | 0.03% | No change | 769 | $38K |
| Abich Financial Wealth Management LLC | 0.02% | Add +2458.6% | 742 | $37K |
| Spectrum Wealth Counsel, LLC | 0.00% | New | 669 | $33K |
| HighMark Wealth Management LLC | 0.02% | Add +0.9% | 667 | $33K |
| Toth Financial Advisory Corp. | 0.00% | No change | 662 | $33K |
| FinTrust Capital Advisors, LLC | 0.01% | New | 659 | $33K |
| Financial Gravity Asset Management, Inc. | 0.01% | Add +55.2% | 647 | $32K |
| Triad Wealth Partners, LLC | 0.02% | New | 633 | $31K |
| LGT Financial Advisors LLC | 0.06% | Add +0.8% | 611 | $30K |
| Evergreen Private Wealth LLC | 0.01% | No change | 610 | $30K |
| Versant Capital Management, Inc | 0.01% | No change | 600 | $30K |
| Community Bank, N.A. | 0.00% | No change | 600 | $30K |
| ICA Group Wealth Management, LLC | 0.02% | Reduce -99.0% | 590 | $29K |
| Paladin Advisory Group, LLC | 0.02% | No change | 572 | $28K |
| Wetzel Investment Advisors, Inc. | 0.02% | No change | 546 | $27K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 539 | $27K |
| Transcendent Capital Group LLC | 0.01% | Add +101.2% | 509 | $25K |
| PFS Partners, LLC | 0.02% | Add +1.0% | 496 | $25K |
| Eukles Asset Management | 0.01% | No change | 491 | $24K |
| Tower View Wealth Management LLC | 0.01% | Reduce -38.0% | 490 | $24K |
| Delta Asset Management LLC | 0.00% | Reduce -9.3% | 490 | $24K |
| Anfield Capital Management, LLC | 0.01% | No change | 449 | $22K |
| New Millennium Group LLC | 0.01% | New | 448 | $22K |
| Advisor Resource Council | 0.03% | Add +26.8% | 13,859 | $22K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 446 | $22K |
| Register Financial Advisors LLC | 0.01% | No change | 437 | $22K |
| Atticus Wealth Management, LLC | 0.01% | Reduce -4.2% | 435 | $22K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | Add +67.9% | 440 | $21K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -88.0% | 411 | $20K |
| Dunhill Financial, LLC | 0.01% | Add +0.3% | 396 | $20K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 372 | $18K |
| Syntrinsic LLC | 0.01% | Add +0.8% | 371 | $18K |
| Dagco, Inc. | 0.01% | Add +0.5% | 371 | $18K |
| Northwest Capital Management Inc | 0.01% | Reduce -91.1% | 352 | $17K |
| Toronto Dominion Bank | 0.00% | No change | 350 | $17K |
| Zeit Capital LLC | 0.01% | No change | 339 | $17K |
| Ulland Investment Advisors, LLC | 0.01% | No change | 320 | $16K |
| AlphaMark Advisors, LLC | 0.01% | New | 319 | $16K |
| Macroview Investment Management LLC | 0.02% | Reduce -81.0% | 317 | $16K |
| Global Trust Asset Management, LLC | 0.01% | Add +3.3% | 310 | $15K |
| Halpern Financial, Inc. | 0.00% | New | 308 | $15K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -9.3% | 312 | $15K |
| CNB Bank | 0.01% | No change | 300 | $15K |
| Westside Investment Management, Inc. | 0.00% | Reduce -33.3% | 300 | $15K |
| Bellevue Asset Management, LLC | 0.01% | Add +1.1% | 281 | $14K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 268 | $13K |
| Mendota Financial Group, LLC | 0.01% | No change | 266 | $13K |
| SWS Partners | 0.00% | New | 246 | $12K |
| Pineridge Advisors LLC | 0.00% | New | 236 | $12K |
| Peoples Financial Services Corp. | 0.01% | No change | 234 | $12K |
| Hilltop National Bank | 0.00% | No change | 220 | $11K |
| Partnership Wealth Management, LLC | 0.01% | Reduce -56.2% | 218 | $11K |
| First Pacific Financial | 0.00% | Add +47.3% | 215 | $11K |
| West Branch Capital LLC | 0.00% | New | 195 | $10K |
| Investment Research & Advisory Group, Inc. | 0.00% | Add +1.0% | 194 | $10K |
| CGC Financial Services, LLC | 0.00% | Reduce -44.8% | 185 | $9K |
| Opal Wealth Advisors, LLC | 0.00% | Reduce -84.1% | 181 | $9K |
| Emfo, LLC | 0.01% | No change | 178 | $9K |
| Byrne Asset Management LLC | 0.01% | No change | 177 | $9K |
| Nemes Rush Group LLC | 0.00% | Reduce -91.5% | 170 | $8K |
| First Command Advisory Services, Inc. | 0.00% | Add +379.3% | 786 | $8K |
| Gilliland Jeter Wealth Management LLC | 0.00% | New | 161 | $8K |
| Kozak & Associates, Inc. | 0.00% | No change | 153 | $8K |
| Centerpoint Advisors, LLC | 0.00% | No change | 117 | $6K |
| Creekmur Asset Management LLC | 0.00% | New | 113 | $6K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 100 | $5K |
| Legend Financial Advisors, Inc. | 0.00% | No change | 96 | $5K |
| SRH Advisors, LLC | 0.00% | No change | 79 | $4K |
| Camelot Portfolios, LLC | 0.00% | New | 76 | $4K |
| First Personal Financial Services | 0.00% | No change | 55 | $3K |
| Dogwood Wealth Management LLC | 0.00% | Add +14.3% | 48 | $2K |
| Activest Wealth Management | 0.00% | No change | 45 | $2K |
| Lowe Wealth Advisors, LLC | 0.00% | Reduce -46.9% | 43 | $2K |
| American Capital Advisory, LLC | 0.00% | Reduce -89.2% | 42 | $2K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 32 | $2K |
| McClarren Financial Advisors, Inc. | 0.01% | Reduce -95.8% | 889 | $1K |
| Financial Connections Group, Inc. | 0.00% | No change | 33 | $1K |
| Strengthening Families & Communities, LLC | 0.00% | New | 12 | $1K |
| SWAN Capital LLC | 0.00% | New | 16 | $791 |
| Strategic Investment Solutions, Inc. | 0.00% | — | 9 | $455 |
| Davis Capital Management | 0.00% | No change | 8 | $398 |
| PSI Advisors, LLC | 0.00% | No change | 6 | $297 |
| New England Capital Financial Advisors LLC | 0.00% | New | 2 | $99 |
"% of holder's portfolio" is VEA's weight in each manager's 13F, not the share of Vanguard Ftse Developed ETF the manager owns.