Vanguard Ftse Developed ETFVEAETF
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 2,834 institutions reported holding Vanguard Ftse Developed ETF (VEA) in their 13F filings, up 263 from Q3 2025. 130 opened new positions and 56 sold out. The largest holders were Bank of America Corp. ($12.9B), Betterment LLC ($8.7B) and Creative Planning ($7.8B). 6 famous investors held it, including Ken Fisher (0.2% of Fisher Asset Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vanguard Ftse Developed ETF
- CUSIP
- 921943858
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 130 | $742.3M |
| Exits | 56 | $150.8M |
All 13F filers, Q3 2025 → Q4 2025: 137,249,845 shares bought and 53,550,997 shares sold, net +83,698,848 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,834 holders
| Bank of America Corp. | 0.94% | Add +2.1% | 205,758,023 | $12.9B |
| Betterment LLC | 16.49% | Add +0.8% | 138,588,366 | $8.7B |
| Creative Planning | 5.55% | Reduce -3.0% | 124,175,031 | $7.8B |
| Morgan Stanley | 0.34% | Add +44.0% | 90,491,038 | $5.7B |
| Envestnet Asset Management Inc. | 1.42% | Reduce -7.8% | 76,401,735 | $4.8B |
| Wells Fargo & Company | 0.79% | Add +1.3% | 64,314,341 | $4.0B |
| Northwestern Mutual Wealth Management Co. | 2.44% | Add +6.5% | 61,886,335 | $3.9B |
| Wealthfront Advisers LLC | 8.19% | Add +0.6% | 58,685,582 | $3.7B |
| Jones Financial Companies LLLP | 2.02% | Add +3.1% | 52,908,486 | $3.3B |
| Northern Trust Corp. | 0.41% | Add +6.1% | 51,950,297 | $3.2B |
| WealthNavi Inc. | 27.35% | Add +1.5% | 49,538,873 | $3.1B |
| Royal Bank of Canada | 0.46% | Add +1.8% | 42,271,448 | $2.6B |
| Mercer Global Advisors Inc. | 3.32% | Add +4.3% | 34,844,186 | $2.2B |
| Mariner, LLC | 2.45% | Add +4.0% | 32,997,394 | $2.1B |
| Captrust Financial Advisors | 3.58% | Add +5.7% | 30,166,421 | $1.9B |
| LPL Financial LLC | 0.49% | Add +0.3% | 28,541,648 | $1.8B |
| Goldman Sachs Group Inc. | 0.25% | Reduce -1.8% | 28,224,383 | $1.8B |
| Corient Private Wealth LP | 2.35% | Add +13.7% | 27,743,539 | $1.7B |
| UBS Group AG | 0.34% | Reduce -1.3% | 27,524,012 | $1.7B |
| Sei Investments Co. | 1.58% | Reduce -0.7% | 25,669,235 | $1.6B |
| Vanguard Group Inc. | 0.02% | Add +6.2% | 23,397,538 | $1.5B |
| Tiaa Trust, National Association | 3.06% | Add +0.6% | 20,427,521 | $1.3B |
| Baird Financial Group, Inc. | 1.96% | Add +8.7% | 20,114,092 | $1.3B |
| Jasper Ridge Partners, L.P. | 27.38% | Reduce -4.7% | 19,780,576 | $1.2B |
| Cerity Partners LLC | 1.76% | Add +3.6% | 19,343,762 | $1.2B |
| Commonwealth Equity Services, LLC | 1.42% | Reduce -2.5% | 17,014,674 | $1.1B |
| FMR LLC | 0.05% | Reduce -0.8% | 15,605,899 | $974.9M |
| Rwa Wealth Partners, LLC | 10.49% | Add +6.2% | 15,365,116 | $959.9M |
| Facet Wealth, Inc. | 15.88% | Add +11.3% | 13,444,679 | $897.0M |
| JPMorgan Chase & Co. | 0.06% | Add +2.9% | 14,279,977 | $892.1M |
| Raymond James Financial Inc. | 0.28% | Add +6.1% | 14,278,396 | $892.0M |
| Bank of New York Mellon Corp | 0.16% | Add +0.3% | 14,091,113 | $880.3M |
| Wealthspire Advisors, LLC | 6.75% | Reduce -45.8% | 13,581,933 | $848.5M |
| Nicholas Hoffman & Company, LLC. | 18.50% | Add +0.3% | 12,768,794 | $797.7M |
| Ameriprise Financial Inc. | 0.18% | Reduce -1.2% | 12,559,141 | $784.1M |
| Envestnet Portfolio Solutions, Inc. | 2.64% | Add +1.5% | 12,029,160 | $751.5M |
| Valmark Advisers, Inc. | 9.20% | Add +1.5% | 11,930,938 | $745.3M |
| Manufacturers Life Insurance Company, The | 0.60% | Reduce -0.5% | 11,558,138 | $722.2M |
| US Bancorp \de | 0.84% | Reduce -1.2% | 11,411,762 | $712.9M |
| HighTower Advisors, LLC | 0.76% | Add +2.1% | 11,092,054 | $692.9M |
| Moneta Group Investment Advisors LLC | 5.23% | Add +1.5% | 11,055,006 | $690.6M |
| SCS Capital Management LLC | 6.28% | Reduce -3.2% | 9,489,679 | $592.8M |
| Fisher Asset Management | 0.20% | Add +0.4% | 9,468,021 | $591.5M |
| Cambridge Associates LLC /Ma/ | 9.35% | Add +9.6% | 9,146,753 | $571.4M |
| Stifel Financial Corp. | 0.51% | Reduce -7.4% | 8,991,350 | $561.7M |
| PNC Financial Services Group, Inc. | 0.29% | Add +2.8% | 8,503,607 | $531.2M |
| HBK Sorce Advisory LLC | 12.02% | Add +1.0% | 7,766,637 | $523.2M |
| MML Investors Services, LLC | 1.27% | Add +11.1% | 8,346,613 | $521.4M |
| Regions Financial Corp. | 3.21% | Add +1.8% | 8,032,715 | $501.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 7.51% | Add +3.0% | 7,957,746 | $497.1M |
| Focus Partners Wealth | 0.56% | Add +43.8% | 7,879,679 | $491.9M |
| Cetera Investment Advisers | 0.52% | Add +5.3% | 7,684,136 | $480.0M |
| Wit, LLC | 9.38% | Add +89.0% | 7,490,656 | $467.9M |
| Country Trust Bank | 8.29% | Add +33.8% | 7,328,295 | $457.8M |
| Jane Street Group, LLC | 0.53% | Add +1309.4% | 7,027,316 | $439.0M |
| Keybank National Association | 1.41% | Reduce -4.5% | 6,283,595 | $392.5M |
| JMG Financial Group, Ltd. | 10.89% | Reduce -0.3% | 6,204,833 | $387.6M |
| Voya Investment Management LLC | 0.41% | Add +20.5% | 5,763,869 | $360.1M |
| M&T Bank Corp | 1.14% | Add +0.6% | 5,662,009 | $353.7M |
| Modera Wealth Management, LLC | 3.98% | Reduce -1.9% | 5,505,632 | $343.9M |
| CIBC Private Wealth Group LLC | 0.56% | Add +13.0% | 5,308,961 | $331.7M |
| Assetmark, Inc. | 0.67% | Reduce -3.0% | 5,268,081 | $329.1M |
| Alliancebernstein L.P. | 0.10% | Add +10.8% | 5,264,817 | $328.9M |
| Ballentine Partners, LLC | 4.32% | Reduce -2.6% | 4,926,140 | $307.7M |
| Osaic Holdings, Inc. | 0.44% | Add +2.5% | 4,857,553 | $303.5M |
| Fiduciary Trust Co | 3.42% | Reduce -1.1% | 4,821,786 | $301.2M |
| Westwood Holdings Group Inc. | 2.45% | Add +9.9% | 4,754,095 | $297.0M |
| Nearwater Capital Markets, Ltd | 5.04% | New | 4,714,850 | $294.5M |
| Pathstone Holdings, LLC | 1.13% | Add +2.2% | 4,694,360 | $293.3M |
| Rockefeller Capital Management L.P. | 0.52% | Add +14.1% | 4,662,433 | $291.3M |
| Ally Invest Advisors Inc. | 19.85% | Add +0.7% | 4,604,747 | $287.7M |
| State of Tennessee, Department of Treasury | 0.91% | Reduce -0.8% | 4,321,161 | $286.1M |
| Nepc LLC | 6.09% | Add +66.2% | 4,575,987 | $285.9M |
| Vantagepoint Investment Advisers LLC | 2.29% | Reduce -1.6% | 4,562,001 | $285.0M |
| MAI Capital Management | 1.61% | Add +4.7% | 4,455,575 | $278.3M |
| Wedmont Private Capital | 9.56% | Add +9.4% | 4,308,564 | $275.2M |
| Linscomb Wealth, Inc. | 11.50% | Add +2.8% | 4,383,551 | $273.8M |
| TFO Wealth Partners, LLC | 40.82% | Reduce -0.5% | 4,366,497 | $272.8M |
| Bridges Investment Management Inc. | 3.30% | Add +3.9% | 4,165,019 | $260.2M |
| Wilmington Savings Fund Society, FSB | 6.08% | Add +2.0% | 4,142,828 | $258.8M |
| Truist Financial Corp. | 0.32% | Add +12.2% | 3,876,842 | $242.2M |
| Pinnacle Financial Partners, Inc. | 1.81% | — | 3,840,165 | $239.9M |
| BlackRock, Inc. | 0.00% | Add +1113.7% | 3,812,926 | $238.2M |
| Bank of Hawaii | 11.62% | Reduce -0.6% | 3,763,436 | $235.1M |
| Savant Capital, LLC | 1.32% | Add +4.9% | 3,710,957 | $231.8M |
| Johnson Financial Group, LLC | 14.14% | Add +47.5% | 3,658,192 | $228.5M |
| D.A. Davidson & Co. | 1.39% | Add +0.4% | 3,630,720 | $226.8M |
| Truepoint, Inc. | 5.05% | Reduce -2.9% | 3,589,070 | $224.2M |
| Janney Montgomery Scott LLC | 0.51% | Reduce -0.6% | 3,579,131 | $223.6M |
| Farmers & Merchants Investments Inc. | 6.13% | Add +5.5% | 3,549,570 | $221.7M |
| BLB&B Advisors, LLC | 9.09% | Add +3.5% | 3,479,727 | $217.4M |
| DV Equities, LLC | 38.26% | — | 3,385,845 | $211.5M |
| Wealth Enhancement Advisory Services, LLC | 0.28% | Add +1.1% | 3,254,229 | $208.7M |
| BNP Paribas Financial Markets | 0.13% | Add +1062.8% | 3,210,182 | $200.5M |
| Fifth Third Bancorp | 0.63% | Add +3.1% | 3,193,149 | $199.5M |
| Blair William & Co. | 0.53% | Add +3.4% | 3,148,531 | $196.7M |
| Cambridge Investment Research Advisors, Inc. | 0.52% | Reduce -6.4% | 3,128,031 | $195.4M |
| National Bank of Canada | 0.20% | Add +257.7% | 3,081,773 | $192.5M |
| Beacon Pointe Advisors, LLC | 1.33% | Add +23.3% | 3,037,258 | $189.7M |
| Tanglewood Wealth Management, Inc. | 16.76% | Add +6.6% | 2,925,381 | $182.7M |
| Victory Capital Management Inc. | 0.10% | Reduce -2.7% | 2,819,462 | $176.1M |
| Acropolis Investment Management, LLC | 7.90% | Add +1.5% | 2,812,424 | $175.7M |
| Foster Group, Inc. | 5.29% | Add +1.6% | 2,799,343 | $174.9M |
| Freestone Capital Holdings, LLC | 5.16% | Add +1.2% | 2,785,505 | $174.0M |
| Lincoln National Corp. | 5.02% | Add +2.2% | 2,746,278 | $171.6M |
| Farther Finance Advisors, LLC | 1.75% | Add +29.8% | 2,615,643 | $163.4M |
| Coldstream Capital Management Inc. | 2.08% | Reduce -2.9% | 2,562,638 | $160.1M |
| Davis R M Inc. | 2.67% | Add +14.0% | 2,482,285 | $155.1M |
| BOK Financial Private Wealth, Inc. | 9.49% | Add +2.0% | 2,481,695 | $155.0M |
| Aptus Capital Advisors, LLC | 1.30% | Add +13.0% | 2,447,979 | $152.9M |
| Orion Porfolio Solutions, LLC | 1.11% | Add +3.7% | 2,431,969 | $151.9M |
| Eastern Bank | 2.62% | Add +3.5% | 2,427,295 | $151.6M |
| Keewaydin Investments LLC | 39.02% | — | 2,347,487 | $146.6M |
| Clark Asset Management, LLC | 15.18% | Add +7.3% | 2,341,248 | $146.3M |
| NewEdge Advisors, LLC | 0.53% | Add +7.7% | 2,329,131 | $145.5M |
| Plante Moran Financial Advisors, LLC | 9.03% | Add +8.0% | 2,282,614 | $142.6M |
| Wellington Management Group LLP | 0.03% | Add +117.3% | 2,277,980 | $142.3M |
| Capitolis Liquid Global Markets LLC | 0.85% | New | 2,275,100 | $142.1M |
| Hills Bank & Trust Co | 8.09% | Add +1.0% | 2,226,081 | $139.1M |
| Oakworth Capital, Inc. | 7.58% | Add +0.7% | 2,221,405 | $138.8M |
| Sigma Investment Counselors Inc. | 7.05% | Add +16.7% | 2,221,205 | $138.8M |
| Glenmede Trust Co. NA | 0.65% | — | 2,188,111 | $136.7M |
| Robertson Stephens Wealth Management, LLC | 3.81% | Add +5.7% | 2,162,844 | $135.1M |
| Hirtle & Co., LLC | 5.18% | Add +4.8% | 2,155,133 | $134.6M |
| First Financial Bankshares Inc | 2.65% | Reduce -2.2% | 2,110,603 | $131.8M |
| Steele Capital Management, Inc. | 5.66% | Add +2.9% | 2,110,333 | $131.8M |
| Evoke Wealth, LLC | 2.46% | Add +9.5% | 2,044,257 | $127.7M |
| Summit Trail Advisors, LLC | 2.19% | Reduce -22.7% | 2,031,147 | $126.9M |
| Johnson Investment Counsel Inc. | 1.03% | Add +6.5% | 2,025,712 | $126.5M |
| Jabodon PT Co. | 16.34% | New | 1,976,178 | $123.5M |
| Old National Bancorp | 2.04% | Add +5.5% | 1,964,506 | $122.7M |
| Fusion Family Wealth, LLC | 9.20% | Add +1.6% | 1,944,094 | $121.4M |
| TD Waterhouse Canada Inc. | 0.74% | Add +16.3% | 1,916,820 | $119.7M |
| Comerica Bank | 0.46% | Add +1.8% | 1,851,395 | $115.7M |
| Badgley Phelps Wealth Managers, LLC | 2.09% | Add +1.3% | 1,822,448 | $113.8M |
| Employees Retirement System of Texas | 1.07% | Reduce -73.1% | 1,798,331 | $112.3M |
| Cresset Asset Management, LLC | 0.48% | Add +3.0% | 1,797,699 | $112.3M |
| PDS Planning, Inc | 7.39% | Reduce -0.1% | 1,770,112 | $110.6M |
| Citizens Financial Group Inc. | 1.46% | Add +11.1% | 1,740,735 | $108.7M |
| Apella Capital, LLC | 2.14% | Add +6.9% | 1,735,240 | $108.4M |
| Citigroup Inc. | 0.07% | Reduce -63.4% | 1,705,959 | $106.6M |
| Agf Management Ltd. | 0.45% | Add +6.0% | 1,662,448 | $103.9M |
| DT Investment Partners, LLC | 8.52% | Add +1.2% | 1,647,863 | $102.9M |
| Rebalance, LLC | 5.88% | Add +1.4% | 1,611,305 | $100.7M |
| Sofi Wealth, LLC | 5.01% | Add +3.9% | 1,608,390 | $100.5M |
| Midwest Trust Co | 1.24% | Add +7.1% | 1,585,564 | $99.1M |
| Litman Gregory Wealth Management LLC | 7.24% | Reduce -3.3% | 1,583,314 | $98.9M |
| CreativeOne Wealth, LLC | 2.39% | Add +3.5% | 1,576,808 | $98.5M |
| MassMutual Private Wealth & Trust, FSB | 2.52% | Reduce -2.1% | 1,564,564 | $97.7M |
| Pure Financial Advisors, LLC | 1.45% | Reduce -1.1% | 1,544,139 | $96.5M |
| Brown Advisory Inc. | 0.13% | Add +38.0% | 1,522,216 | $95.1M |
| Bank of Montreal | 0.04% | Add +0.6% | 1,501,374 | $93.8M |
| Laird Norton Wetherby Trust Company, LLC | 1.95% | Add +263.6% | 1,500,723 | $93.8M |
| Woodmont Investment Counsel LLC | 5.85% | Add +4.3% | 1,494,152 | $93.3M |
| Arbor Investment Advisors, LLC | 11.94% | Reduce -1.4% | 1,452,866 | $90.8M |
| Kohmann Bosshard Financial Services, LLC | 8.16% | Add +14.3% | 1,431,087 | $89.6M |
| Thrivent Financial for Lutherans | 0.16% | Add +90.9% | 1,419,834 | $88.9M |
| Waverly Advisors, LLC | 0.72% | Add +10.8% | 1,418,311 | $88.6M |
| Whittier Trust Co. | 0.95% | Reduce -0.8% | 1,362,811 | $87.4M |
| Elwood & Goetz Wealth Advisory Group, LLC | 15.34% | Add +4.5% | 1,396,767 | $87.3M |
| Kestra Advisory Services, LLC | 0.36% | Add +15.6% | 1,383,454 | $86.4M |
| Patriot Investment Management Group, Inc. | 5.47% | Add +2.3% | 1,382,059 | $86.3M |
| Alps Advisors Inc. | 0.49% | Reduce -0.7% | 1,341,636 | $83.8M |
| Allen Investment Management, LLC | 0.93% | Add +2.8% | 1,340,479 | $83.7M |
| Choreo, LLC | 1.06% | Reduce -2.4% | 1,329,679 | $83.5M |
| Commerce Bank | 0.46% | Add +5.2% | 1,319,691 | $82.4M |
| Peapack Gladstone Financial Corp. | 1.03% | Add +3.6% | 1,314,164 | $82.1M |
| Connable Office Inc. | 7.47% | Reduce -3.5% | 1,303,791 | $81.4M |
| Planning Alternatives Ltd. | 10.11% | Reduce -1.4% | 1,285,360 | $80.3M |
| Mission Wealth Management, LP | 1.62% | Reduce -2.8% | 1,270,516 | $79.4M |
| Wallington Asset Management, LLC | 10.05% | Reduce -0.2% | 1,268,139 | $79.2M |
| New York Life Investment Management LLC | 0.68% | Add +14.6% | 1,265,937 | $79.1M |
| Gilbert & Cook, Inc. | 9.88% | Reduce -0.4% | 1,258,426 | $78.6M |
| Proffitt & Goodson Inc. | 10.97% | Add +0.5% | 1,256,430 | $78.5M |
| Lockheed Martin Investment Management Co. | 2.61% | No change | 1,250,000 | $78.1M |
| LVW Advisors, LLC | 7.91% | Reduce -0.7% | 1,249,244 | $78.0M |
| Human Investing LLC | 10.99% | Add +2.9% | 1,245,935 | $77.8M |
| Atria Investments, Inc | 0.88% | Add +1.1% | 1,242,168 | $77.6M |
| TD Asset Management Inc | 0.06% | Add +10.8% | 1,234,627 | $77.1M |
| Lido Advisors, LLC | 0.30% | Add +29.4% | 1,249,933 | $76.1M |
| Compound Planning, Inc. | 2.24% | Add +0.3% | 1,214,523 | $75.9M |
| Arvest Bank Trust Division | 4.02% | Add +7.3% | 1,189,476 | $74.3M |
| &partners | 0.39% | Add +42.1% | 1,181,652 | $74.0M |
| Connecticut Wealth Management, LLC | 3.21% | Add +4.8% | 1,180,706 | $73.8M |
| CENTRAL TRUST Co | 1.44% | Add +7.8% | 1,178,890 | $73.6M |
| Auto-Owners Insurance Co | 1.55% | Add +12.7% | 1,178,750 | $73.6M |
| Private Advisor Group, LLC | 0.34% | Add +21.9% | 1,173,314 | $73.3M |
| Inherent Management Corp. | 37.55% | No change | 1,171,437 | $73.2M |
| Vision Capital Management, Inc. | 8.75% | Add +0.5% | 1,161,767 | $72.6M |
| Klingman & Associates, LLC | 3.45% | Add +7.0% | 1,145,549 | $71.6M |
| Legacy Private Trust Co. | 4.21% | Add +0.6% | 1,144,197 | $71.5M |
| Adventist Health System/ West | 11.88% | No change | 1,131,440 | $70.7M |
| Signaturefd, LLC | 1.07% | Add +0.6% | 1,122,673 | $70.1M |
| Tanager Wealth Management LLP | 6.95% | Reduce -3.7% | 1,114,111 | $69.6M |
| WestHill Financial Advisors, Inc. | 13.18% | Add +0.8% | 1,110,703 | $69.4M |
| West Financial Advisors, LLC | 11.61% | Reduce -2.1% | 1,101,503 | $68.8M |
| NewEdge Wealth, LLC | 0.77% | Add +345.4% | 1,096,874 | $68.5M |
| Fulton Breakefield Broenniman LLC | 4.30% | Add +35.2% | 1,089,937 | $68.1M |
| Bokf, NA | 1.04% | Reduce -3.4% | 1,083,730 | $67.7M |
| Whittier Trust Co. of Nevada Inc. | 1.40% | Add +2.7% | 1,053,011 | $67.5M |
| Charles Schwab Trust Co | 4.43% | Reduce -1.8% | 1,079,970 | $67.5M |
| Oakwell Private Wealth Management, LLC | 12.24% | Add +4.1% | 1,049,888 | $65.6M |
| EverSource Wealth Advisors, LLC | 2.42% | Reduce -2.1% | 1,049,797 | $65.6M |
| Trilogy Capital Inc. | 2.92% | Add +0.7% | 1,046,626 | $65.4M |
| Allspring Global Investments Holdings, LLC | 0.11% | Reduce -0.0% | 1,029,945 | $65.1M |
| Sepio Capital, LP | 3.55% | Add +2.0% | 1,036,937 | $64.8M |
| Brookstone Capital Management | 0.73% | Add +10.3% | 1,024,040 | $64.0M |
| Jacobsen Capital Management | 20.71% | Add +2.4% | 1,014,776 | $63.4M |
| Strategic Investment Advisors / MI | 5.48% | Add +0.2% | 1,014,172 | $63.4M |
| Keel Point, LLC | 3.81% | Add +5.1% | 1,012,021 | $63.2M |
| Kathmere Capital Management, LLC | 4.19% | Add +1.1% | 995,410 | $62.2M |
| Simon Quick Advisors, LLC | 2.70% | Add +16.7% | 990,514 | $61.9M |
| Pine Ridge Advisers LLC | 4.24% | No change | 984,266 | $61.5M |
| Kwmg, LLC | 5.29% | Reduce -0.7% | 982,599 | $61.4M |
| Coyle Financial Counsel LLC | 13.08% | Add +2.3% | 979,288 | $61.2M |
| Welch & Forbes LLC | 0.73% | Reduce -1.5% | 967,383 | $60.4M |
| UMB Bank, n.a. | 0.80% | Add +0.3% | 966,458 | $60.4M |
| AQR Capital Management | 0.03% | Add +11.4% | 959,729 | $60.0M |
| Avion Wealth | 12.48% | Reduce -2.5% | 952,318 | $59.5M |
| Ellenbecker Investment Group | 8.33% | Add +13.1% | 951,754 | $59.5M |
| Financial Advisors Network, Inc. | 8.11% | Reduce -1.4% | 947,187 | $59.2M |
| Merit Financial Group, LLC | 0.47% | Add +1.2% | 940,699 | $58.8M |
| Meeder Advisory Services, Inc. | 2.50% | Reduce -2.9% | 932,957 | $58.3M |
| Sequoia Financial Advisors, LLC | 0.32% | Reduce -0.5% | 926,457 | $57.9M |
| Financial Synergies Wealth Advisors, Inc. | 5.59% | Add +1.9% | 926,276 | $57.9M |
| EP Wealth Advisors, LLC | 0.30% | — | 925,697 | $57.8M |
| Wealth Architects, LLC | 5.21% | Reduce -1.4% | 925,625 | $57.8M |
| Chandler Asset Management, Inc. | 9.12% | Add +0.9% | 922,703 | $57.6M |
| Beacon Investment Advisory Services, Inc. | 2.35% | Reduce -1.1% | 922,677 | $57.6M |
| Citizens Business Bank | 9.50% | Add +1.1% | 920,192 | $57.5M |
| Bryn Mawr Trust Advisors, LLC | 2.75% | Add +6.9% | 915,172 | $57.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.02% | Add +1.1% | 908,989 | $56.8M |
| Heartwood Wealth Advisors LLC | 5.19% | Add +1.1% | 901,342 | $56.3M |
| Exchange Traded Concepts, LLC | 0.46% | Add +10.9% | 888,805 | $55.5M |
| Gemmer Asset Management LLC | 4.27% | Add +2.6% | 887,584 | $55.4M |
| Allworth Financial LP | 0.23% | Add +87.2% | 886,695 | $55.4M |
| Seaside Wealth Management, Inc. | 15.76% | Add +1.4% | 884,270 | $55.2M |
| REAP Financial Group, LLC | 11.13% | Add +8.2% | 877,055 | $54.8M |
| Chai Trust Co. LLC | 4.71% | Add +5.7% | 874,885 | $54.7M |
| Lowe Brockenbrough & Co. Inc. | 2.69% | Add +7.6% | 873,231 | $54.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3.24% | Add +4.4% | 867,832 | $54.2M |
| Alesco Advisors, LLC, An ESL Co | 1.40% | Reduce -0.8% | 864,100 | $54.0M |
| Arvest Investments, Inc. | 7.56% | Add +2.6% | 861,470 | $53.8M |
| Riverpoint Wealth Management Holdings, LLC | 11.54% | Add +0.7% | 860,232 | $53.7M |
| Steward Partners Investment Advisory, LLC | 0.29% | Add +3.6% | 854,504 | $53.4M |
| Petredis Investment Advisors LLC | 4.18% | Reduce -0.1% | 853,094 | $53.3M |
| Consolidated Portfolio Review Corp | 4.53% | Add +349.0% | 839,410 | $52.4M |
| McKinley Carter Wealth Services, Inc. | 2.93% | Reduce -14.3% | 838,536 | $52.4M |
| Park Avenue Securities LLC | 0.44% | Add +2.5% | 831,843 | $52.0M |
| Capital Planning Advisors, LLC | 6.91% | Add +2.4% | 827,165 | $51.7M |
| OLIO Financial Planning | 14.48% | Add +1.9% | 826,598 | $51.6M |
| Arlington Trust Co LLC | 5.25% | Reduce -2.1% | 824,926 | $51.5M |
| Sageworth Trust Co | 2.20% | Add +2.9% | 822,354 | $51.4M |
| Composition Wealth, LLC | 0.74% | Reduce -3.7% | 820,987 | $51.3M |
| Parker Financial LLC | 20.70% | Reduce -1.6% | 816,906 | $51.0M |
| Hanson & Doremus Investment Management | 6.11% | Add +2.1% | 813,857 | $50.8M |
| Raffa Wealth Management, LLC | 7.79% | Add +0.4% | 810,680 | $50.6M |
| Keener Financial Planning LLC | 21.75% | Add +4.8% | 805,831 | $50.3M |
| Tidal Investments LLC | 0.21% | Add +71.6% | 798,816 | $49.9M |
| Whitcomb & Hess, Inc. | 11.75% | Add +1.0% | 771,651 | $49.8M |
| First Bank & Trust | 8.08% | No change | 794,444 | $49.6M |
| Range Advisory, LLC | 12.76% | — | 792,232 | $49.5M |
| Trust Co | 4.64% | Add +1.2% | 791,340 | $49.4M |
| Mutual Advisors, LLC | 1.05% | Add +5.8% | 782,065 | $48.9M |
| Efficient Advisors, LLC | 2.84% | Reduce -0.1% | 779,733 | $48.7M |
| GP Brinson Investments LLC | 20.93% | No change | 777,776 | $48.6M |
| Partners in Financial Planning | 8.22% | Add +0.3% | 777,465 | $48.6M |
| Financial Advisory Corp | 7.05% | Reduce -3.3% | 776,222 | $48.5M |
| Tectonic Advisors LLC | 2.55% | Add +8.3% | 773,024 | $48.3M |
| Cliffwater LLC | 10.10% | No change | 770,181 | $48.1M |
| Perkins Coie Trust Co | 8.83% | Reduce -0.1% | 758,665 | $47.4M |
| McMorgan & Co. LLC | 7.82% | Add +1.7% | 755,421 | $47.2M |
| Sanctuary Advisors, LLC | 0.26% | Add +8.1% | 755,278 | $47.2M |
| Nicolet Advisory Services, LLC | 3.15% | Add +27.8% | 720,525 | $46.8M |
| TLT Family Holdco ULC | 5.13% | Reduce -15.3% | 748,200 | $46.7M |
| Matrix Trust Co | 7.63% | Add +2.0% | 739,497 | $46.2M |
| PACK Private Wealth, LLC | 21.10% | Add +1.7% | 738,661 | $46.1M |
| Old Mission Investment Co LLC | 11.04% | Add +0.3% | 737,749 | $46.1M |
| Journey Advisory Group, LLC | 3.84% | Add +16.1% | 730,840 | $45.7M |
| Beaird Harris Wealth Management, LLC | 3.14% | Add +1.6% | 729,098 | $45.5M |
| Greenwood Gearhart LLC | 2.50% | Add +1.2% | 728,016 | $45.5M |
| Financial Planning Navigators CORP | 20.69% | — | 721,490 | $45.1M |
| Roble, Belko & Company, Inc | 5.88% | Reduce -0.7% | 717,726 | $44.8M |
| Summit Financial, LLC | 0.66% | Add +3.5% | 716,748 | $44.8M |
| Brooklyn FI, LLC | 9.57% | Add +2.0% | 715,806 | $44.7M |
| Wolff Financial Management LLC | 10.00% | Add +2.7% | 711,722 | $44.5M |
| Grey Fox Wealth Advisors, LLC | 9.07% | Add +8.0% | 709,603 | $44.3M |
| SoundView Advisors Inc. | 15.32% | Add +5.8% | 702,923 | $43.9M |
| Roof Eidam Maycock Peralta, LLC | 9.93% | Add +1.6% | 701,500 | $43.8M |
| Focus Partners Advisor Solutions, LLC | 0.54% | Add +6.3% | 701,166 | $43.8M |
| Signal Advisors Wealth, LLC | 3.47% | Add +9.7% | 699,616 | $43.7M |
| Nadler Financial Group, Inc. | 4.06% | Add +7.1% | 699,065 | $43.7M |
| RPTC Inc. | 7.26% | Add +1.7% | 692,632 | $43.3M |
| Acorn Financial Advisory Services Inc. | 6.33% | Add +3.1% | 686,391 | $42.9M |
| Cibc World Market Inc. | 0.08% | Reduce -0.6% | 683,371 | $42.7M |
| Tompkins Financial Corp. | 3.32% | Add +7.7% | 682,579 | $42.6M |
| Noble Family Wealth, LLC | 8.98% | Add +6.7% | 682,103 | $42.6M |
| Fiduciary Wealth Partners, LLC | 17.32% | Add +3.6% | 676,059 | $42.2M |
| First Western Trust Bank | 2.07% | Reduce -9.2% | 674,831 | $42.2M |
| Kaydan Wealth Management, Inc. | 12.15% | Reduce -1.0% | 672,129 | $42.0M |
| Global Retirement Partners, LLC | 0.74% | Add +65.2% | 671,861 | $42.0M |
| Cahill Financial Advisors Inc. | 4.58% | Add +14.9% | 669,988 | $41.9M |
| Permanent Capital Management, LP | 8.13% | Add +1.7% | 667,846 | $41.7M |
| 49 Wealth Management, LLC | 3.38% | Add +16.9% | 665,161 | $41.6M |
| MBB Public Markets I LLC | 4.32% | No change | 662,117 | $41.4M |
| Founders Financial Securities LLC | 2.42% | Add +23.3% | 657,516 | $41.1M |
| Cantor Fitzgerald Investment Advisors L.P. | 3.01% | Reduce -1.0% | 650,057 | $40.6M |
| Fi3 FINANCIAL ADVISORS, LLC | 12.39% | Reduce -2.6% | 648,298 | $40.5M |
| Ameritas Investment Partners, Inc. | 1.23% | Reduce -2.5% | 646,329 | $40.4M |
| Moody National Bank Trust Division | 3.88% | Add +17.6% | 645,217 | $40.3M |
| Nelson Capital Management, LLC | 4.70% | Add +1.6% | 643,177 | $40.2M |
| Wealth Management Strategies, Inc. | 18.38% | Add +8.1% | 639,020 | $39.9M |
| Clarius Group, LLC | 2.26% | Reduce -1.6% | 633,333 | $39.6M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +9.3% | 633,300 | $39.6M |
| JRM Investment Counsel, LLC | 11.51% | Add +2.0% | 631,723 | $39.5M |
| Meridian Management Co. | 9.71% | Add +9.9% | 627,592 | $39.2M |
| Weitzel Financial Services, Inc. | 14.97% | Add +1.6% | 612,103 | $38.7M |
| Benjamin Edwards Inc. | 0.43% | Add +6.7% | 618,694 | $38.7M |
| Avior Wealth Management, LLC | 1.20% | Add +2.1% | 619,257 | $38.6M |
| Windward Private Wealth Management Inc. | 13.35% | Reduce -4.2% | 616,922 | $38.5M |
| Arax Advisory Partners | 1.12% | Reduce -41.8% | 616,144 | $38.5M |
| Conrad Siegel Investment Advisors, Inc. | 7.30% | Add +19.9% | 615,924 | $38.5M |
| Integris Wealth Management, LLC | 8.73% | Add +4.6% | 614,222 | $38.4M |
| Attessa Capital LLC | 20.95% | Add +6.9% | 613,471 | $38.3M |
| Cascade Financial Partners, LLC | 3.88% | Reduce -4.3% | 612,549 | $38.3M |
| Wiser Wealth Management, Inc | 8.49% | Add +0.7% | 611,360 | $38.2M |
| Ellevest, Inc. | 5.26% | Reduce -1.7% | 608,408 | $38.0M |
| Praetorian Wealth Management, Inc. | 7.48% | Add +0.6% | 603,148 | $37.7M |
| Bank Hapoalim BM | 3.38% | No change | 603,000 | $37.7M |
| Evolution Advisers, Inc. | 16.26% | Add +2.5% | 601,143 | $37.6M |
| Natixis Advisors, LLC | 0.05% | Reduce -8.6% | 600,391 | $37.5M |
| Penobscot Wealth Management | 11.46% | Add +2.3% | 593,408 | $37.1M |
| Manning & Napier Advisors LLC | 0.48% | Add +4.4% | 589,532 | $37.0M |
| Harbour Investments, Inc. | 0.75% | Add +9.5% | 588,781 | $36.8M |
| Arcadia Wealth Management, LLC | 13.62% | Add +9.6% | 585,907 | $36.6M |
| Galvin, Gaustad & Stein, LLC | 2.89% | Add +1.1% | 584,362 | $36.5M |
| Strid Group, LLC | 4.54% | Add +4.8% | 583,541 | $36.5M |
| Horizon Investments, LLC | 0.46% | Add +11.8% | 582,877 | $36.4M |
| Wealthcare Advisory Partners LLC | 0.71% | Reduce -5.1% | 577,144 | $36.1M |
| Advisors Capital Management, LLC | 0.43% | Reduce -4.8% | 575,203 | $35.9M |
| Relyea Zuckerberg Hanson LLC | 3.62% | Add +14.8% | 574,332 | $35.9M |
| Apriem Advisors | 3.29% | Reduce -0.9% | 573,649 | $35.8M |
| World Investment Advisors | 0.59% | Add +42.5% | 573,388 | $35.8M |
| D'Orazio & Associates, Inc. | 4.56% | Add +1.2% | 571,381 | $35.7M |
| Mayport, LLC | 7.18% | Add +3.6% | 570,460 | $35.6M |
| Choate Investment Advisors | 0.70% | Add +10.8% | 569,722 | $35.6M |
| Savvy Advisors, Inc. | 1.15% | Add +25.8% | 568,020 | $35.5M |
| 1ST Source Bank | 1.86% | Reduce -6.3% | 567,626 | $35.5M |
| Intrust Bank NA | 2.93% | Reduce -1.9% | 566,257 | $35.4M |
| Equita Financial Network, Inc. | 10.66% | Add +9.6% | 565,986 | $35.4M |
| Leavell Investment Management, Inc. | 1.46% | Reduce -0.1% | 559,880 | $35.0M |
| Guardian Wealth Advisors, LLC / NC | 2.19% | Add +3.4% | 559,449 | $34.9M |
| Montis Financial, LLC | 6.89% | Add +4.9% | 557,735 | $34.8M |
| Inlight Wealth Management, LLC | 12.73% | Add +27.4% | 556,615 | $34.8M |
| Valeo Financial Advisors, LLC | 0.77% | Add +1.9% | 555,111 | $34.7M |
| Kestra Private Wealth Services, LLC | 0.43% | Add +4.5% | 552,635 | $34.5M |
| Cambridge Advisors Inc. | 6.53% | Reduce -4.1% | 548,815 | $34.3M |
| Founders Grove Wealth Partners, LLC | 7.71% | Reduce -2.2% | 548,491 | $34.3M |
| Bar Harbor Wealth Management | 1.98% | Add +3.1% | 548,387 | $34.3M |
| Seven Mile Advisory | 5.97% | Add +2.8% | 547,293 | $34.2M |
| Cwm, LLC | 0.09% | Add +13.4% | 541,756 | $33.8M |
| Bank of Nova Scotia | 0.05% | New | 541,700 | $33.8M |
| Affiance Financial, LLC | 5.44% | Reduce -0.8% | 540,982 | $33.8M |
| Abacus Planning Group, Inc. | 4.50% | Reduce -2.6% | 540,549 | $33.8M |
| Okabena Investment Services Inc. | 6.35% | Add +11.0% | 533,099 | $33.3M |
| Vestmark Advisory Solutions, Inc. | 0.45% | Add +105.5% | 532,889 | $33.3M |
| Mascoma Wealth Management LLC | 7.12% | Add +2.4% | 531,364 | $33.2M |
| VPR Management LLC | 14.63% | No change | 525,600 | $32.8M |
| VestGen Advisors, LLC | 1.39% | Add +36.5% | 523,878 | $32.7M |
| Cordant, Inc. | 13.71% | Add +4.1% | 523,528 | $32.7M |
| Atlantic Union Bankshares Corp | 0.61% | Add +1.3% | 519,613 | $32.5M |
| Ieq Capital, LLC | 0.10% | Add +13.9% | 519,190 | $32.4M |
| Advocate Group LLC | 5.25% | Add +4.3% | 519,020 | $32.4M |
| Operose Advisors LLC | 7.54% | Add +18.9% | 517,824 | $32.3M |
| Fairview Capital Investment Management, LLC | 1.66% | Add +3.4% | 516,130 | $32.2M |
| Parallel Advisors, LLC | 0.59% | Add +1.4% | 515,743 | $32.2M |
| Aufman Associates Inc | 16.50% | Add +0.0% | 515,427 | $32.2M |
| SilverOak Wealth Management LLC | 5.04% | Add +4.4% | 515,236 | $32.2M |
| Sovereign Financial Group, Inc. | 5.74% | Add +0.5% | 515,175 | $32.2M |
| BIP Wealth, LLC | 1.13% | Add +1.1% | 514,651 | $32.2M |
| SigFig Wealth Management, LLC | 0.96% | Reduce -0.9% | 514,163 | $32.1M |
| JFS Wealth Advisors, LLC | 1.81% | Add +4.7% | 513,808 | $32.1M |
| St. Louis Trust Co | 3.68% | Add +10.1% | 513,626 | $32.1M |
| Sage Mountain Advisors LLC | 1.70% | Add +4.5% | 512,030 | $32.0M |
| Ballentine Capital Advisors, Inc | 13.42% | Add +1.6% | 510,131 | $31.9M |
| Mosaic Family Wealth Partners, LLC | 3.49% | Add +9.7% | 508,888 | $31.8M |
| Caprock Group, LLC | 0.67% | Add +24.6% | 508,081 | $31.7M |
| Axos Invest Inc. | 23.32% | Add +3.7% | 507,798 | $31.7M |
| GHP Investment Advisors, Inc. | 1.30% | Reduce -0.3% | 506,824 | $31.7M |
| Abound Wealth Management | 7.41% | Reduce -0.5% | 506,534 | $31.6M |
| Stephens Inc. | 0.39% | Reduce -3.1% | 502,121 | $31.4M |
| Capital Advisors Inc. | 0.50% | Reduce -1.4% | 500,552 | $31.3M |
| Garde Capital, Inc. | 1.85% | Add +0.6% | 498,902 | $31.2M |
| Prosperity Advisers, LLC | 25.42% | — | 492,880 | $30.8M |
| Fiera Capital Corp | 0.10% | Add +3.3% | 492,211 | $30.7M |
| Morton Brown Family Wealth, LLC | 8.37% | Add +1.5% | 491,908 | $30.7M |
| Trinity Financial Advisors LLC | 8.51% | Add +5.0% | 487,192 | $30.4M |
| Principal Securities, Inc. | 0.47% | Reduce -1.4% | 486,009 | $30.4M |
| Cypress Financial Planning LLC | 8.47% | Add +6.7% | 482,694 | $30.3M |
| Axxcess Wealth Management, LLC | 0.53% | Add +60.9% | 478,101 | $29.9M |
| Brandywine Asset Management, Inc. | 20.90% | — | 444,906 | $29.7M |
| Pinnacle Associates Ltd. | 0.38% | Add +0.0% | 474,732 | $29.7M |
| AdvisorNet Financial, Inc | 1.58% | Add +3.0% | 473,984 | $29.6M |
| Per Stirling Capital Management, LLC. | 3.32% | Reduce -0.3% | 473,552 | $29.6M |
| Quantinno Capital Management LP | 0.06% | Reduce -11.6% | 473,469 | $29.6M |
| JNBA Financial Advisors | 2.58% | Add +0.4% | 472,679 | $29.5M |
| Hassell Wealth Management, LLC | 9.85% | Reduce -1.2% | 452,390 | $29.5M |
| Tenret Co LLC | 14.92% | Add +1.9% | 471,686 | $29.5M |
| Kopp Family Office, LLC | 18.69% | Reduce -4.9% | 468,604 | $29.3M |
| American Trust | 2.46% | Reduce -1.7% | 468,513 | $29.3M |
| 1900 Wealth Management LLC | 1.87% | Add +1.2% | 467,941 | $29.2M |
| NorthRock Partners, LLC | 0.49% | Add +272.4% | 461,848 | $28.9M |
| NDVR, Inc. | 23.75% | Reduce -1.3% | 458,244 | $28.6M |
| Precedent Wealth Partners, LLC | 5.97% | Add +11.9% | 455,712 | $28.5M |
| Principal Financial Group Inc. | 0.01% | Add +10.6% | 453,398 | $28.3M |
| Segall Bryant & Hamill, LLC | 0.38% | Reduce -0.5% | 451,746 | $28.2M |
| Salomon & Ludwin, LLC | 2.49% | Reduce -1.2% | 454,649 | $28.1M |
| Mesirow Financial Investment Management, Inc. | 0.58% | Reduce -31.8% | 449,895 | $28.1M |
| Exencial Wealth Advisors, LLC | 0.89% | Reduce -4.7% | 447,571 | $28.0M |
| Hurlow Wealth Management Group, Inc. | 6.82% | Add +0.2% | 446,032 | $27.9M |
| Cardiff Park Advisors, LLC | 2.28% | Add +1.9% | 442,922 | $27.7M |
| 71 West Capital Partners | 1.27% | — | 442,800 | $27.7M |
| Pittenger & Anderson Inc. | 1.06% | Add +4.6% | 441,100 | $27.6M |
| Myecfo, LLC | 11.65% | Add +5.1% | 439,520 | $27.5M |
| Up Strategic Wealth Investment Advisors LLC | 19.94% | Reduce -0.3% | 407,487 | $27.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.89% | Reduce -0.7% | 438,733 | $27.4M |
| Modern Wealth Management, LLC | 0.50% | Add +5.1% | 438,158 | $27.4M |
| Invst, LLC | 2.97% | Add +135.2% | 437,929 | $27.4M |
| Heritage Trust Co | 2.77% | Add +5.0% | 436,161 | $27.2M |
| Northeast Investment Management | 1.06% | Add +4.0% | 436,130 | $27.2M |
| Jordan Park Group LLC | 1.57% | Reduce -1.6% | 435,116 | $27.2M |
| Advisor OS, LLC | 2.19% | Add +8.4% | 435,010 | $27.2M |
| Level Financial Advisors | 7.17% | Add +5.6% | 434,155 | $27.1M |
| J.W. Cole Advisors, Inc. | 0.65% | Reduce -3.0% | 671,887 | $26.9M |
| Twele Capital Management, Inc. | 4.79% | Add +0.4% | 428,789 | $26.8M |
| Concurrent Investment Advisors, LLC | 0.31% | Add +42.9% | 427,770 | $26.7M |
| Libra Wealth LLC | 7.45% | Add +7.2% | 426,184 | $26.6M |
| Beirne Wealth Consulting Services, LLC | 7.66% | Add +1.7% | 423,574 | $26.5M |
| Bear Mountain Capital, Inc. | 8.53% | Add +1.1% | 407,057 | $26.4M |
| Fort Washington Investment Advisors Inc. | 0.14% | Add +2.4% | 422,088 | $26.4M |
| Franklin Resources Inc. | 0.01% | Add +9.7% | 421,820 | $26.4M |
| Causeway Capital Management LLC | 0.36% | Reduce -17.1% | 421,392 | $26.3M |
| United Financial Planning Group LLC | 15.84% | New | 417,953 | $26.1M |
| LBMC Investment Advisors, LLC | 1.62% | Add +2.1% | 417,437 | $26.1M |
| Zuckerman Investment Group, LLC | 2.32% | Add +5.3% | 415,225 | $25.9M |
| Prime Buchholz LLC | 15.36% | Reduce -6.0% | 414,194 | $25.9M |
| Fiduciary Group, LLC | 2.17% | Add +2.5% | 413,628 | $25.8M |
| Balentine LLC | 0.98% | Reduce -1.8% | 411,536 | $25.7M |
| Equitable Holdings, Inc. | 0.18% | Reduce -1.9% | 410,362 | $25.6M |
| Argent Trust Co | 0.87% | Add +13.7% | 406,743 | $25.4M |
| Drive Wealth Management, LLC | 4.96% | Add +9.4% | 406,544 | $25.4M |
| Motive Wealth Advisors | 10.80% | Reduce -2.9% | 405,873 | $25.4M |
| O'shaughnessy Asset Management, LLC | 0.14% | Add +17.4% | 404,844 | $25.3M |
| Focus Financial Network, Inc. | 0.88% | Add +7.0% | 404,680 | $25.3M |
| Cornerstone Wealth Advisors, Inc. | 5.86% | Add +16.3% | 403,402 | $25.2M |
| Gotham Asset Management | 0.09% | Add +15.1% | 401,680 | $25.1M |
| Aspen Grove Capital, LLC | 4.34% | Reduce -16.2% | 400,814 | $25.0M |
| Advisory Services Network, LLC | 0.35% | Add +5.1% | 397,487 | $24.8M |
| Stephenson & Company, Inc. | 13.64% | Add +1.2% | 397,478 | $24.8M |
| Hudock, Inc. | 3.65% | Add +1.8% | 396,870 | $24.8M |
| Simmons Bank | 1.66% | Reduce -2.0% | 396,410 | $24.8M |
| William Mack & Associates, Inc. | 11.65% | Add +49.6% | 396,085 | $24.7M |
| Rossmore Private Capital | 2.21% | Add +15.4% | 395,639 | $24.7M |
| Anderson Hoagland & Co. | 2.12% | Add +1.0% | 394,406 | $24.6M |
| NerdWallet Wealth Partners, LLC | 10.96% | Add +12.9% | 392,153 | $24.4M |
| Waterford Advisors, LLC | 9.51% | Reduce -0.3% | 389,663 | $24.3M |
| Fort Point Capital Partners LLC | 2.92% | Add +18.6% | 372,041 | $24.2M |
| Burkett Financial Services, LLC | 8.23% | Reduce -2.7% | 386,261 | $24.1M |
| United Capital Financial Advisors, LLC | 0.15% | Reduce -1.1% | 385,382 | $24.1M |
| TrustBank | 10.02% | — | 384,629 | $24.0M |
| Intergy Private Wealth, LLC | 7.25% | Add +2.3% | 384,543 | $24.0M |
| Toews Corp. | 3.46% | Reduce -6.6% | 381,059 | $23.8M |
| Fifth Third Securities, Inc. | 1.55% | Add +10.4% | 380,517 | $23.8M |
| Procyon Advisors, LLC | 1.17% | Reduce -0.7% | 379,645 | $23.7M |
| One Degree Advisors Inc | 6.51% | Add +31.5% | 379,182 | $23.7M |
| Guardian Wealth Advisors, LLC | 13.35% | Reduce -0.4% | 378,824 | $23.7M |
| a16z Perennial Management, L.P. | 1.87% | Add +673.1% | 377,596 | $23.6M |
| MJP Associates Inc. | 2.94% | Add +12.6% | 376,073 | $23.5M |
| Ashton Thomas Private Wealth, LLC | 0.57% | Add +14.3% | 374,693 | $23.4M |
| PFG Private Wealth Management, LLC | 10.23% | Add +44.0% | 374,277 | $23.4M |
| Kanawha Capital Management LLC | 1.60% | Add +0.2% | 372,734 | $23.3M |
| Orin Green Financial, LLC | 9.30% | Reduce -0.4% | 372,130 | $23.2M |
| Discipline Wealth Solutions, LLC | 4.30% | Add +18.2% | 371,413 | $23.2M |
| Dravo Bay LLC | 9.59% | Add +1.7% | 369,314 | $23.1M |
| Rakuten Investment Management, Inc. | 0.08% | No change | 384,275 | $22.9M |
| Transamerica Financial Advisors, LLC | 1.91% | Reduce -5.6% | 366,550 | $22.9M |
| Peak Retirement Planning, Inc. | 5.36% | Add +38.6% | 366,490 | $22.9M |
| Northern Lights Advisors, Inc. | 15.66% | — | 365,441 | $22.8M |
| Buck Wealth Strategies, LLC | 2.89% | Add +16.3% | 364,560 | $22.8M |
| Brown Wealth Management, LLC | 5.98% | Add +55.3% | 363,943 | $22.7M |
| CANADA LIFE ASSURANCE Co | 0.04% | Reduce -1.2% | 360,558 | $22.5M |
| Bay Harbor Wealth Management, LLC | 5.86% | Reduce -2.4% | 359,099 | $22.4M |
| Bradley Foster & Sargent Inc. | 0.33% | Add +2.2% | 357,966 | $22.4M |
| Plancorp, LLC | 0.68% | Reduce -2.2% | 357,900 | $22.4M |
| Echo45 Advisors LLC | 12.62% | Reduce -1.4% | 354,046 | $22.1M |
| Wealthspire Retirement, LLC | 1.34% | Reduce -4.7% | 353,659 | $22.1M |
| Elevation Point Wealth Partners, LLC | 1.06% | Add +402.4% | 353,510 | $22.1M |
| Fairway Wealth LLC | 5.94% | Add +7.8% | 352,279 | $22.0M |
| F/m Investments LLC | 0.83% | Reduce -2.8% | 349,683 | $21.8M |
| QRG Capital Management, Inc. | 0.24% | Add +6.9% | 349,486 | $21.8M |
| Atmos Advisory, LLC | 12.60% | Add +3.9% | 348,079 | $21.7M |
| Accredited Investors Inc. | 1.15% | Reduce -4.2% | 347,858 | $21.7M |
| Kaleidoscope Capital LP | 8.29% | Reduce -7.5% | 347,181 | $21.7M |
| Capital Asset Advisory Services LLC | 0.87% | Add +88.5% | 337,834 | $21.7M |
| Texas Capital Bank Wealth Management Services Inc | 1.25% | Add +26.3% | 345,687 | $21.6M |
| Payne Capital Management, LLC | 6.75% | Add +0.7% | 342,538 | $21.4M |
| KRM Wealth Management L.L.C. | 11.73% | — | 342,284 | $21.4M |
| Aspire Private Capital, LLC | 4.75% | Reduce -5.3% | 342,186 | $21.4M |
| Penney Financial, LLC | 8.24% | Add +8.6% | 341,986 | $21.4M |
| Park Place Capital Corp | 4.43% | Add +3.4% | 340,615 | $21.3M |
| American Money Management, LLC | 3.34% | Add +0.5% | 340,598 | $21.3M |
| Level Wealth Management LLC | 10.88% | Reduce -3.2% | 340,571 | $21.3M |
| Perigon Wealth Management, LLC | 0.38% | Add +5.7% | 337,741 | $21.1M |
| Amara Financial, Llc. | 14.55% | Add +15.7% | 336,393 | $21.0M |
| Signal Tree Financial Partners LLC | 15.93% | Add +2.7% | 334,329 | $20.9M |
| Vise Technologies, Inc. | 0.41% | Add +62.4% | 333,953 | $20.9M |
| Stewardship Advisors, LLC | 4.80% | Add +25.3% | 332,377 | $20.8M |
| Applied Capital LLC | 7.99% | Add +2.3% | 332,339 | $20.8M |
| Raelipskie Partnership | 8.68% | Reduce -0.5% | 331,433 | $20.7M |
| Chesley Taft & Associates LLC | 0.82% | Add +13.9% | 331,150 | $20.7M |
| Geneos Wealth Management Inc. | 0.50% | Add +5.6% | 328,964 | $20.6M |
| RFG Advisory, LLC | 0.39% | Add +15.8% | 327,507 | $20.5M |
| Sand Hill Global Advisors, LLC | 0.71% | Reduce -0.3% | 326,830 | $20.4M |
| Regal Investment Advisors LLC | 1.21% | Add +10.6% | 323,750 | $20.2M |
| Portland Global Advisors LLC | 2.17% | Add +2.4% | 323,176 | $20.2M |
| Kearns & Associates LLC | 10.28% | Add +0.7% | 318,398 | $19.9M |
| Continuum Wealth Advisors, LLC | 7.66% | Add +9.1% | 317,465 | $19.8M |
| Rodgers & Associates, LTD | 2.00% | Add +1.8% | 316,581 | $19.8M |
| Telos Capital Management, Inc. | 1.84% | Add +0.3% | 315,989 | $19.7M |
| Rinkey Investments | 5.00% | Add +0.6% | 314,960 | $19.7M |
| Zhang Financial LLC | 0.73% | Add +3.7% | 314,532 | $19.6M |
| Gill Capital Partners, LLC | 5.92% | Add +18.0% | 312,379 | $19.5M |
| Stratos Wealth Partners, LTD. | 0.22% | Reduce -4.3% | 310,376 | $19.4M |
| Chilton Capital Management LLC | 0.66% | Reduce -0.3% | 307,815 | $19.2M |
| CSM Advisors, LLC | 0.52% | Add +21.2% | 307,525 | $19.2M |
| Latigo Investments, LLC | 9.44% | No change | 306,975 | $19.2M |
| REDW Wealth LLC | 7.31% | Reduce -4.0% | 306,852 | $19.2M |
| Warner Financial, Inc. | 6.65% | Add +4.9% | 306,771 | $19.2M |
| Susquehanna International Group, LLP | 0.03% | Add +87.6% | 306,324 | $19.1M |
| Integrated Wealth Concepts LLC | 0.23% | Reduce -20.2% | 305,293 | $19.1M |
| Flputnam Investment Management Co. | 0.28% | Reduce -1.8% | 304,104 | $19.0M |
| HT Partners LLC | 5.65% | Reduce -0.6% | 303,952 | $19.0M |
| Arcataur Capital Management LLC | 5.43% | Add +1.5% | 303,402 | $19.0M |
| Waterloo Capital, L.P. | 1.37% | Reduce -37.5% | 303,188 | $18.9M |
| Marathon Mission, Inc. | 10.95% | Add +2.3% | 302,999 | $18.9M |
| Hopwood Nicholas Hunter | 6.15% | — | 302,760 | $18.9M |
| Thayer Partners, LLC / MA | 9.18% | — | 302,210 | $18.9M |
| Summit Wealth Group, LLC | 4.38% | Add +0.1% | 300,322 | $18.8M |
| Bailard, Inc. | 0.41% | Add +2.7% | 299,526 | $18.7M |
| Vilga Financial Planning LLC | 17.92% | — | 299,407 | $18.7M |
| Cherry Tree Wealth Management, LLC | 3.95% | Add +3.1% | 299,201 | $18.7M |
| Ausdal Financial Partners, Inc. | 0.86% | Add +2.6% | 295,009 | $18.4M |
| CFS Investment Advisory Services, LLC | 1.34% | Add +2.9% | 293,268 | $18.3M |
| Bricktown Capital, LLC | 3.04% | Reduce -9.4% | 288,764 | $18.0M |
| MBM Wealth Consultants, LLC | 4.28% | Add +0.5% | 288,285 | $18.0M |
| Jmac Enterprises LLC | 3.42% | Add +2.1% | 286,030 | $17.9M |
| Sterling Wealth Management, Inc. | 5.08% | Add +3.3% | 285,130 | $17.8M |
| Whitegate Investment Counselors, Inc. | 5.55% | Add +12.6% | 284,384 | $17.8M |
| Cerity Partners OCIO LLC | 0.98% | Add +8.3% | 284,053 | $17.7M |
| Cambridge Capital Management, LLC | 7.96% | Add +0.1% | 283,878 | $17.7M |
| White Wing Wealth Management | 10.57% | Add +12.2% | 283,426 | $17.7M |
| Rareview Capital LLC | 11.48% | Reduce -1.0% | 310,463 | $17.7M |
| Asset Allocation Strategies LLC | 3.25% | Add +7.3% | 280,830 | $17.5M |
| Omnia Family Wealth, LLC | 5.17% | Add +20.6% | 280,014 | $17.5M |
| DiPaolo Financial Group, Inc. | 18.61% | — | 279,815 | $17.5M |
| VCI Wealth Management LLC | 4.86% | Add +6.8% | 279,727 | $17.5M |
| Smith, Moore & Co. | 1.32% | Add +2.4% | 278,444 | $17.4M |
| Diversify Wealth Management, LLC | 0.81% | Add +1168.5% | 269,336 | $17.4M |
| Rialto Wealth Management, LLC | 4.12% | Reduce -1.1% | 275,907 | $17.2M |
| Camden National Bank | 2.36% | Add +21.6% | 274,742 | $17.2M |
| Hamilton Wealth, LLC | 3.25% | Add +1.1% | 273,161 | $17.1M |
| Riversedge Advisors, LLC | 2.77% | Reduce -3.7% | 273,119 | $17.1M |
| Dynamic Advisor Solutions LLC | 0.55% | Reduce -1.4% | 272,209 | $17.0M |
| CoreCap Advisors, LLC | 0.59% | Reduce -0.9% | 271,752 | $17.0M |
| Signature Estate & Investment Advisors LLC | 0.34% | Add +1.8% | 271,671 | $17.0M |
| Trust Co of the South | 2.73% | Reduce -4.5% | 271,544 | $17.0M |
| YANKCOM Partnership | 7.20% | Add +3.1% | 270,998 | $16.9M |
| Unconventional Investor, LLC | 8.04% | Add +12.8% | 271,005 | $16.9M |
| Ade, LLC | 8.16% | Add +2.8% | 269,731 | $16.9M |
| Gordian Advisors LLC | 11.12% | Reduce -2.8% | 268,722 | $16.8M |
| Investment Partners, LTD. | 5.84% | Add +3.5% | 267,283 | $16.7M |
| Topsail Wealth Management, LLC | 2.43% | Reduce -0.7% | 265,694 | $16.6M |
| Vident Advisory, LLC | 0.16% | Reduce -25.9% | 265,272 | $16.6M |
| First Manhattan Co. Llc. | 0.04% | Add +3.4% | 264,747 | $16.5M |
| Hilltop Wealth Advisors, LLC | 8.27% | Add +2.1% | 263,486 | $16.5M |
| Parkwood LLC | 1.39% | No change | 262,127 | $16.4M |
| Integrity Wealth Solutions LLC | 6.47% | Add +0.7% | 261,782 | $16.4M |
| Wealth Forward, LLC | 9.20% | Add +1.2% | 260,812 | $16.3M |
| FMA Wealth Management, LLC | 10.54% | Add +1.2% | 260,257 | $16.3M |
| Allstreet Capital Advisors LLC | 11.73% | — | 259,566 | $16.2M |
| Hillcrest Wealth Advisors - NY, LLC | 6.97% | Add +1.4% | 259,083 | $16.2M |
| HM Payson & Co. | 0.23% | Add +237.2% | 258,574 | $16.2M |
| Austin Private Wealth, LLC | 1.21% | Reduce -6.6% | 258,218 | $16.1M |
| Carrera Capital Advisors | 2.71% | Add +0.4% | 257,967 | $16.1M |
| Towerpoint Wealth, LLC | 6.38% | Add +2.9% | 257,899 | $16.1M |
| Integrated Wealthcare, LLC | 13.53% | — | 257,622 | $16.1M |
| Rochester Wealth Strategies, LLC | 10.08% | Add +2.0% | 256,963 | $16.1M |
| Clearstead Advisors, LLC | 0.20% | Add +0.7% | 256,213 | $16.0M |
| Friends of the Cornell Lab of Ornithology, Inc. | 15.29% | — | 255,134 | $15.9M |
| Western Reserve Capital Management, LLC | 14.82% | — | 254,506 | $15.9M |
| Steffes Financial, Ltd. | 8.25% | — | 253,046 | $15.8M |
| XY Planning Network, Inc. | 2.74% | Add +89.1% | 251,855 | $15.7M |
| HB Wealth Management, LLC | 0.10% | Add +4.7% | 251,769 | $15.7M |
| Crestmont Private Wealth LLC | 5.11% | Add +0.5% | 251,706 | $15.7M |
| Keystone Global Partners, LLC | 6.91% | Add +6.8% | 251,477 | $15.7M |
| Common Fund for Nonprofit Organizations | 1.28% | Reduce -45.3% | 251,474 | $15.7M |
| Empower Advisory Group, LLC | 0.04% | Reduce -22.1% | 250,192 | $15.6M |
| Hiley Hunt Wealth Management | 6.95% | Reduce -0.5% | 248,765 | $15.5M |
| Moller Wealth Partners | 3.25% | Reduce -4.9% | 248,490 | $15.5M |
| Cornerstone Planning Group LLC | 2.42% | Add +52141.1% | 232,473 | $15.5M |
| Brighton Jones LLC | 0.57% | Reduce -2.4% | 246,948 | $15.4M |
| Smith & Howard Wealth Management, LLC | 3.53% | Reduce -0.3% | 246,806 | $15.4M |
| Nwam LLC | 0.86% | Reduce -1.9% | 240,674 | $15.4M |
| Brindle & Bay Financial Advisors, LLC | 10.25% | — | 246,596 | $15.4M |
| Retirement Wealth Solutions LLC | 9.71% | Reduce -1.7% | 246,011 | $15.4M |
| Kings Path Partners LLC | 5.38% | Add +3.3% | 245,781 | $15.4M |
| TMB Capital Partners, LLC | 5.21% | — | 243,965 | $15.2M |
| FF Advisors,LLC | 6.72% | Add +7.4% | 241,603 | $15.1M |
| Coastline Trust Co | 1.41% | Add +12.7% | 240,789 | $15.0M |
| Green Ridge Wealth Planning LLC | 7.69% | — | 240,618 | $15.0M |
| Gould Capital, LLC | 9.26% | Reduce -0.7% | 240,617 | $15.0M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -0.8% | 240,586 | $15.0M |
| Consilio Wealth Advisors, LLC | 4.39% | Add +735.0% | 240,303 | $15.0M |
| Mgo One Seven LLC | 0.31% | Add +14.2% | 239,997 | $15.0M |
| Vavra Capital Management, LLC | 14.71% | — | 239,736 | $15.0M |
| NewSquare Capital LLC | 1.32% | Reduce -29.6% | 239,383 | $15.0M |
| Ritholtz Wealth Management | 0.27% | Reduce -0.5% | 238,965 | $14.9M |
| Aspiriant, LLC | 0.43% | Add +73.5% | 238,514 | $14.9M |
| Bristlecone Value Partners, LLC | 17.11% | — | 237,281 | $14.8M |
| Sunesis Advisors, LLC | 6.71% | Reduce -3.4% | 237,156 | $14.8M |
| Turtle Creek Wealth Advisors, LLC | 1.16% | Add +0.1% | 236,659 | $14.8M |
| IFP Advisors, Inc | 0.33% | Add +7.0% | 236,007 | $14.7M |
| Mackenzie Financial Corp. | 0.02% | Add +7.9% | 234,993 | $14.7M |
| 1834 Investment Advisors Co. | 1.84% | Add +1.0% | 235,415 | $14.7M |
| Aerodigm Wealth, LLC | 5.67% | Reduce -4.9% | 235,150 | $14.7M |
| Matrix Asset Advisors Inc. | 1.32% | Add +6.6% | 234,854 | $14.7M |
| Epacria Capital Partners, LLC | 11.63% | No change | 234,089 | $14.6M |
| MSH Capital Advisors LLC | 3.09% | Add +7.4% | 231,513 | $14.5M |
| Staley Capital Advisers Inc. | 0.60% | Add +16.7% | 231,301 | $14.4M |
| Thrive Capital Management, LLC | 3.22% | Add +66.5% | 231,291 | $14.4M |
| Seven Post Investment Office LP | 5.16% | Reduce -5.7% | 230,974 | $14.4M |
| AE Wealth Management LLC | 0.08% | Add +10.6% | 230,609 | $14.4M |
| Etesian Wealth Advisors, Inc. | 4.51% | Add +3.4% | 230,112 | $14.4M |
| InvesTrust | 5.55% | Add +4.7% | 229,823 | $14.4M |
| Beacon Financial Strategies CORP | 7.97% | Add +0.6% | 228,582 | $14.3M |
| Lodestar Private Asset Management LLC | 1.43% | Add +3.5% | 228,335 | $14.3M |
| Goldstone Financial Group, LLC | 1.59% | Add +4.3% | 227,824 | $14.2M |
| Objectivity Squared, LLC | 7.95% | Add +3.4% | 227,623 | $14.2M |
| Central Bank & Trust Co. | 2.20% | Reduce -0.6% | 227,524 | $14.2M |
| Callan Family Office, LLC | 0.31% | Add +145.3% | 227,480 | $14.2M |
| Bessemer Group Inc. | 0.02% | Reduce -3.1% | 227,104 | $14.2M |
| Dynasty Wealth Management, LLC | 0.14% | Reduce -9.8% | 226,761 | $14.2M |
| Obermeyer Wealth Partners | 0.64% | Add +24.4% | 225,655 | $14.1M |
| Fifth Third Wealth Advisors LLC | 0.49% | Add +21.4% | 225,591 | $14.1M |
| Enclave Advisors LLC | 1.98% | Add +9.9% | 223,904 | $14.0M |
| Oppenheimer & Co. Inc. | 0.20% | Reduce -27.4% | 223,038 | $13.9M |
| Ensign Peak Advisors, Inc | 0.02% | No change | 222,384 | $13.9M |
| Eagle Strategies LLC | 1.77% | Add +10.0% | 221,638 | $13.8M |
| Silvercrest Asset Management Group LLC | 0.09% | Add +46.0% | 220,943 | $13.8M |
| Warwick Investment Management, Inc. | 2.11% | Add +41.3% | 219,468 | $13.7M |
| Schneider Downs Wealth Management Advisors, LP | 1.55% | Add +0.1% | 219,427 | $13.7M |
| Evercore Wealth Management, LLC | 0.20% | Add +4.2% | 218,960 | $13.7M |
| Horizons Wealth Management | 9.08% | Add +1.1% | 218,422 | $13.6M |
| Kitching Partners, LLC | 12.46% | Add +10.3% | 218,144 | $13.6M |
| Fonville Wealth Management LLC | 2.78% | Add +6.4% | 217,483 | $13.6M |
| OneDigital Investment Advisors LLC | 0.13% | Reduce -11.2% | 214,435 | $13.4M |
| Mittelman Wealth Management | 8.69% | Add +4.0% | 214,116 | $13.4M |
| Snowden Capital Advisors LLC | 0.35% | Add +1.9% | 213,493 | $13.3M |
| Clarity Wealth Development LLC | 11.25% | Add +7.9% | 212,910 | $13.3M |
| Highview Capital Management LLC | 4.69% | Add +0.2% | 212,774 | $13.3M |
| Gutierrez Wealth Advisory, LLC | 8.33% | Add +3.6% | 212,251 | $13.3M |
| Fortitude Family Office, LLC | 3.10% | Reduce -3.3% | 211,745 | $13.2M |
| Phoenix Wealth Advisors | 5.06% | Add +1.0% | 210,446 | $13.1M |
| Fca Corp. | 3.71% | Reduce -3.2% | 210,402 | $13.1M |
| Frisco Financial Planning LLC | 10.96% | Add +2.9% | 209,908 | $13.1M |
| Arkadios Wealth Advisors | 0.26% | Add +12.7% | 209,043 | $13.1M |
| Avos Capital Management, LLC | 5.70% | Reduce -0.4% | 208,783 | $13.0M |
| Gallagher Fiduciary Advisors, LLC | 0.42% | Add +2312.6% | 208,692 | $13.0M |
| WESCAP Management Group, Inc. | 2.64% | Reduce -4.5% | 208,684 | $13.0M |
| First Citizens Bank & Trust Co. | 0.27% | Reduce -0.7% | 208,064 | $13.0M |
| Tenon Financial LLC | 5.47% | Reduce -7.1% | 207,832 | $13.0M |
| Blueprint Investment Partners LLC | 1.38% | Reduce -1.7% | 207,176 | $12.9M |
| Pine Valley Investments Ltd Liability Co | 0.64% | Reduce -2.9% | 206,354 | $12.9M |
| CGN Advisors LLC | 1.02% | Add +0.8% | 206,333 | $12.9M |
| Deane Retirement Strategies, Inc. | 5.33% | Reduce -0.3% | 206,269 | $12.9M |
| Eagle Bay Advisors LLC | 9.39% | Reduce -2.4% | 205,909 | $12.9M |
| BKM Wealth Management, LLC | 4.65% | Add +2.9% | 203,581 | $12.7M |
| Wind River Trust Co | 4.74% | No change | 202,975 | $12.7M |
| First National Bank of Omaha | 0.37% | Add +3.5% | 202,358 | $12.6M |
| Halbert Hargrove Global Advisors, LLC | 0.60% | Reduce -5.4% | 200,749 | $12.5M |
| Auour Investments LLC | 3.99% | Add +8.7% | 200,579 | $12.5M |
| K2 Financial Inc. | 9.67% | Reduce -1.2% | 195,762 | $12.5M |
| Live Oak Investment Partners | 7.65% | Reduce -0.7% | 199,280 | $12.4M |
| Birchbrook, Inc. | 6.19% | Reduce -0.7% | 198,851 | $12.4M |
| Ashton Thomas Securities, LLC | 2.35% | Reduce -8.8% | 198,176 | $12.4M |
| Nicolet Bankshares Inc. | 1.98% | Add +24.8% | 197,735 | $12.4M |
| Stratos Wealth Advisors, LLC | 0.60% | Add +8.3% | 197,058 | $12.3M |
| IF Advisors, LLC | 9.94% | — | 195,837 | $12.2M |
| First Heartland Consultants, Inc. | 0.93% | Add +2.4% | 195,414 | $12.2M |
| Cadence Bank | 0.71% | Add +7.2% | 195,398 | $12.2M |
| IFG Advisors, LLC | 2.03% | Add +0.4% | 195,181 | $12.2M |
| Duncan Williams Asset Management, LLC | 3.02% | Add +41.4% | 181,890 | $12.2M |
| Nisa Investment Advisors, LLC | 0.04% | No change | 193,580 | $12.1M |
| Forbes Financial Planning, Inc. | 7.05% | Add +40.1% | 192,974 | $12.1M |
| Manske Wealth Management | 3.56% | Add +0.1% | 192,916 | $12.1M |
| Values Added Financial LLC | 5.09% | Reduce -0.5% | 192,882 | $12.0M |
| Hohimer Wealth Management, LLC | 1.63% | Add +3.6% | 192,276 | $12.0M |
| PFW Advisors LLC | 3.58% | Add +4.9% | 189,688 | $11.8M |
| Strategic Blueprint, LLC | 0.70% | Reduce -0.6% | 189,308 | $11.8M |
| National Philanthropic Trust | 0.12% | Reduce -2.0% | 189,223 | $11.8M |
| Opus Capital Group, LLC | 1.28% | Reduce -0.1% | 188,949 | $11.8M |
| SBI Securities Co., Ltd. | 0.30% | Reduce -1.0% | 188,844 | $11.8M |
| First Horizon Corp. | 0.53% | Add +38.6% | 188,708 | $11.8M |
| Integrity Advisory Solutions, LLC | 1.69% | Reduce -1.4% | 188,344 | $11.8M |
| Trust Co. of Vermont | 0.49% | Add +8.5% | 187,681 | $11.7M |
| Parsons Capital Management Inc. | 0.64% | Add +0.3% | 187,076 | $11.7M |
| Drucker Wealth 3.0, LLC | 2.05% | Reduce -3.9% | 187,016 | $11.7M |
| Sterling Group Wealth Management, LLC | 5.63% | Reduce -2.7% | 186,298 | $11.6M |
| Meridian Wealth Advisors, LLC | 1.61% | Add +23.3% | 186,068 | $11.6M |
| Trace Wealth Advisors, LLC | 8.40% | Add +0.6% | 186,022 | $11.6M |
| Park National Corp. | 0.36% | Add +1.1% | 185,466 | $11.6M |
| Gould Asset Management LLC | 2.05% | Reduce -2.0% | 185,034 | $11.6M |
| Dorsey & Whitney Trust CO LLC | 0.61% | Reduce -4.9% | 184,652 | $11.5M |
| Associated Banc-Corp | 0.29% | Add +7.8% | 184,397 | $11.5M |
| Avant Financial Advisors LLC | 8.25% | Reduce -0.1% | 183,841 | $11.5M |
| Martel Wealth Advisors LLC | 1.96% | Reduce -2.4% | 183,530 | $11.5M |
| Capasso Planning Partners LLC | 6.30% | Add +8.0% | 183,410 | $11.5M |
| Elevated Capital Advisors, LLC | 2.67% | Reduce -1.4% | 183,344 | $11.5M |
| Maripau Wealth Management LLC | 5.23% | Add +2.4% | 181,937 | $11.4M |
| Sigma Planning Corp | 0.31% | Add +1.3% | 181,456 | $11.4M |
| Redwood Investment Management, LLC | 1.28% | Add +8.8% | 181,652 | $11.3M |
| Stone Summit Wealth LLC | 3.07% | Add +8.0% | 181,188 | $11.3M |
| Black Diamond Financial, LLC | 1.19% | Add +2.7% | 179,950 | $11.2M |
| Aurelius Family Office LLC | 4.83% | Reduce -2.2% | 175,710 | $11.2M |
| Frank, Rimerman Advisors LLC | 0.71% | Add +1.9% | 179,379 | $11.2M |
| Shotwell Rutter Baer Inc | 6.70% | Add +1.6% | 174,418 | $11.2M |
| Rockbridge Investment Management, LCC | 1.03% | Reduce -0.2% | 177,638 | $11.1M |
| Integrated Investment Consultants, LLC | 2.18% | Reduce -0.8% | 177,469 | $11.1M |
| Atlatl Advisers LLC | 4.24% | Add +6.0% | 177,042 | $11.1M |
| Bleakley Financial Group, LLC | 0.19% | Add +92.8% | 176,990 | $11.1M |
| Apollon Wealth Management, LLC | 0.19% | Add +0.5% | 176,855 | $11.0M |
| Timmons Wealth Management, LLC | 10.87% | — | 176,762 | $11.0M |
| Security Financial Services, INC. | 1.73% | Add +0.3% | 176,219 | $11.0M |
| Newport Capital Group, LLC | 6.72% | Add +1.1% | 175,969 | $11.0M |
| Stonehearth Capital Management, LLC | 4.05% | Add +0.9% | 175,234 | $10.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +928.0% | 174,767 | $10.9M |
| Elite Life Management LLC | 17.71% | Add +1.8% | 162,010 | $10.9M |
| CBIZ Investment Advisory Services, LLC | 0.41% | No change | 174,321 | $10.9M |
| True North Advisors, LLC | 1.41% | New | 174,258 | $10.9M |
| Roth Financial Partners LLC | 3.59% | Reduce -0.5% | 173,862 | $10.9M |
| Paulson Wealth Management Inc. | 2.51% | Add +0.1% | 173,676 | $10.8M |
| Roundview Capital LLC | 0.67% | Add +7.0% | 173,414 | $10.8M |
| Mission Hills Financial Advisory, LLC | 5.71% | Add +1.4% | 173,226 | $10.8M |
| Lanark Financial, Inc. | 0.81% | Add +0.7% | 172,683 | $10.8M |
| Tortoise Investment Management, LLC | 0.94% | Reduce -0.1% | 170,856 | $10.7M |
| Quattro Financial Advisors LLC | 3.19% | Add +1.5% | 170,788 | $10.7M |
| Headinvest, LLC | 2.11% | Add +7.8% | 169,741 | $10.6M |
| Interactive Financial Advisors, Inc. | 6.84% | Reduce -7.8% | 169,363 | $10.6M |
| New Hampshire Trust | 2.06% | Reduce -4.3% | 169,283 | $10.6M |
| First Bancorp, Inc | 5.61% | Add +0.7% | 169,014 | $10.6M |
| Johnson Bixby & Associates, LLC | 1.31% | Add +2.8% | 168,855 | $10.5M |
| Arete Wealth Advisors, LLC | 0.73% | Add +4.4% | 168,565 | $10.5M |
| Cape Cod Five Cents Savings Bank | 0.96% | No change | 199,278 | $10.5M |
| B. Riley Wealth Advisors, Inc. | 0.50% | Reduce -9.9% | 168,209 | $10.5M |
| Harding Loevner LP | 0.09% | Add +844.1% | 168,181 | $10.5M |
| Kraft, Davis & Associates, LLC | 2.35% | Reduce -0.2% | 162,567 | $10.5M |
| Disciplina Capital Management LLC | 1.20% | Reduce -12.8% | 167,860 | $10.5M |
| Global Strategic Investment Solutions, LLC | 1.02% | Add +0.1% | 167,578 | $10.5M |
| Becker Capital Management Inc. | 0.30% | Add +10.8% | 165,470 | $10.3M |
| Twin Cities Retirement Group LLC | 9.97% | — | 165,369 | $10.3M |
| Integrated Advisors Network LLC | 0.45% | Add +0.8% | 164,078 | $10.2M |
| Grove Bank & Trust | 1.15% | Add +2.9% | 163,127 | $10.2M |
| Xcelsior Advisor Partners LLC | 4.95% | — | 163,077 | $10.2M |
| Tarbox Family Office, Inc. | 1.64% | Reduce -4.5% | 162,893 | $10.2M |
| Waller Financial Planning Group, Inc. | 2.25% | Reduce -7.0% | 162,096 | $10.1M |
| Main Street Financial Solutions, LLC | 0.76% | Reduce -7.5% | 161,302 | $10.1M |
| Tilson Financial Group, Inc. | 3.07% | Add +7.5% | 159,866 | $10.0M |
| Conning Inc. | 0.35% | Add +5.5% | 159,445 | $10.0M |
| AlphaCore Capital LLC | 0.22% | Add +16.9% | 158,533 | $9.9M |
| Capital International Investors | 0.00% | Add +273.5% | 157,629 | $9.9M |
| Michelson Medical Research Foundation, Inc. | 9.90% | No change | 158,160 | $9.9M |
| Arrowroot Family Office, LLC | 3.59% | Add +37.2% | 158,063 | $9.9M |
| DBK Financial Counsel, LLC | 7.57% | Reduce -2.1% | 157,876 | $9.9M |
| Miller Investment Management, LP | 0.96% | Add +148.6% | 157,476 | $9.8M |
| E&R Wealth Management, LLC | 10.26% | — | 157,419 | $9.8M |
| Pitcairn Wealth Advisors LLC | 0.88% | — | 157,079 | $9.8M |
| Rosenberg Matthew Hamilton | 2.03% | Reduce -0.3% | 157,050 | $9.8M |
| Allianz Asset Management GmbH | 0.01% | Add +8.9% | 156,844 | $9.8M |
| Monument Group Wealth Advisors, LLC | 5.27% | Reduce -6.6% | 154,680 | $9.7M |
| Piedmont Capital Management, LLC | 6.35% | — | 154,639 | $9.7M |
| Principia Wealth Advisory, LLC | 6.02% | Add +53.1% | 154,009 | $9.6M |
| Prudent Man Advisors, LLC | 3.51% | Reduce -0.9% | 148,459 | $9.6M |
| Campion Asset Management | 6.68% | Add +2.8% | 153,962 | $9.6M |
| Verus Advisory, Inc. | 6.24% | — | 152,270 | $9.6M |
| Diversify Advisory Services, LLC | 0.30% | Reduce -0.8% | 146,361 | $9.5M |
| BSW Wealth Partners | 1.14% | Add +3.5% | 151,550 | $9.5M |
| Elmwood Wealth Management, Inc. | 2.97% | Add +1.7% | 150,662 | $9.4M |
| CWA Asset Management Group, LLC | 0.34% | Reduce -0.9% | 149,654 | $9.3M |
| Stembrook Asset Management, LLC | 8.80% | — | 149,094 | $9.3M |
| Centennial Bank | 3.70% | Reduce -1.4% | 149,024 | $9.3M |
| Seldon Capital LP | 3.22% | No change | 149,017 | $9.3M |
| Prosperity Consulting Group, LLC | 0.41% | Reduce -1.5% | 147,668 | $9.2M |
| Fidelis Capital Partners, LLC | 0.67% | Add +8.7% | 147,541 | $9.2M |
| Silver Oak Securities, Incorporated | 0.62% | Add +10.5% | 146,734 | $9.2M |
| Brandywine Trust Co. | 1.61% | No change | 147,227 | $9.2M |
| CVA Family Office, LLC | 1.06% | Add +1.3% | 147,131 | $9.2M |
| Mitchell McLeod Pugh & Williams Inc. | 1.31% | Add +8.1% | 135,734 | $9.1M |
| Victrix Investment Advisors | 3.53% | New | 146,010 | $9.1M |
| Mycio Wealth Partners, LLC | 1.88% | Add +0.3% | 145,696 | $9.1M |
| Ascent Group, LLC | 0.31% | Reduce -9.8% | 145,511 | $9.1M |
| Emprise Bank | 3.76% | Reduce -2.3% | 144,925 | $9.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 144,675 | $9.0M |
| Foundation Wealth Management, LLC\PA | 3.28% | Add +18.9% | 144,656 | $9.0M |
| First Financial Corp. | 3.40% | Add +4.4% | 144,395 | $9.0M |
| Prime Capital Investment Advisors, LLC | 0.11% | Add +48.6% | 144,245 | $9.0M |
| DWR Wealth Management, LLC | 8.36% | — | 143,483 | $9.0M |
| Employees' Retirement Fund of the City of Fort Worth | 4.03% | Add +82.2% | 144,100 | $9.0M |
| Roberts Wealth Advisors, LLC | 2.34% | Reduce -5.3% | 143,482 | $9.0M |
| Resolute Advisors LLC | 2.91% | Add +7.8% | 142,997 | $8.9M |
| Three Bridge Wealth Advisors, LLC | 2.35% | Add +0.3% | 142,678 | $8.9M |
| Waldron Private Wealth LLC | 0.35% | Add +0.4% | 142,481 | $8.9M |
| HighRoad Wealth Advisors, LLC | 8.50% | — | 142,468 | $8.9M |
| Cary Street Partners Financial LLC | 0.22% | Reduce -5.6% | 159,323 | $8.8M |
| Great Valley Advisor Group, Inc. | 0.17% | Reduce -2.1% | 140,654 | $8.8M |
| Berkshire Asset Management LLC | 0.38% | Add +2.5% | 140,301 | $8.8M |
| Twin Focus Capital Partners, LLC | 1.01% | Add +5.0% | 140,091 | $8.8M |
| Revolve Wealth Partners, LLC | 1.02% | Add +3.9% | 139,223 | $8.7M |
| Altura Wealth Advisors Inc. | 3.73% | Add +28.4% | 138,793 | $8.7M |
| FSB Premier Wealth Management, Inc. | 2.74% | Reduce -1.1% | 138,174 | $8.6M |
| Creative Financial Designs Inc. | 0.54% | Add +11.3% | 138,125 | $8.6M |
| Walkner Condon Financial Advisors LLC | 1.20% | Add +4.6% | 137,817 | $8.6M |
| Plum Street Advisors, LLC | 3.06% | Reduce -2.2% | 137,477 | $8.6M |
| Stillwater Capital Advisors, LLC | 0.92% | Add +11.2% | 137,009 | $8.6M |
| Joule Financial, LLC | 2.56% | Reduce -2.3% | 137,003 | $8.6M |
| Tamar Securities, LLC | 0.90% | Add +13.8% | 136,631 | $8.5M |
| VSM Wealth Advisory, LLC | 2.56% | Add +1.4% | 136,321 | $8.5M |
| Essex Financial Services, Inc. | 0.48% | Add +16.9% | 135,920 | $8.5M |
| KilterHowling LLC | 4.29% | Add +0.2% | 135,532 | $8.5M |
| Rothschild Wealth LLC | 0.81% | Add +6.3% | 135,515 | $8.5M |
| Compton Wealth Advisory Group, LLC | 1.85% | Add +4.0% | 135,462 | $8.5M |
| Ancora Advisors LLC | 0.17% | Add +8.8% | 135,439 | $8.5M |
| Arlington Partners LLC | 59.98% | New | 135,000 | $8.4M |
| Smartleaf Asset Management LLC | 0.32% | Add +20.1% | 134,136 | $8.4M |
| Sandy Cove Advisors, LLC | 2.49% | Reduce -13.5% | 134,475 | $8.4M |
| PAX Financial Group, LLC | 1.45% | Reduce -0.1% | 134,320 | $8.4M |
| Courier Capital LLC | 0.47% | Add +4.1% | 133,164 | $8.3M |
| Clarity Capital Advisors, LLC | 4.15% | Add +16.5% | 132,929 | $8.3M |
| Journey Beyond Wealth, LLC | 6.58% | Add +7.4% | 132,520 | $8.3M |
| Sound Stewardship, LLC | 3.97% | Add +0.2% | 132,476 | $8.3M |
| Windsor Capital Management, LLC | 2.42% | Reduce -5.1% | 132,054 | $8.2M |
| Liberty Capital Management, Inc. | 1.54% | Add +3.0% | 131,987 | $8.2M |
| Pachira Investments Inc. | 4.01% | Add +41.8% | 131,758 | $8.2M |
| Legacy Wealth Partners, LLC | 2.13% | — | 131,483 | $8.2M |
| Nations Financial Group Inc, /Ia/ | 0.43% | Add +1.4% | 131,079 | $8.2M |
| Fullerton Advisors, LLC | 8.17% | — | 130,993 | $8.2M |
| Verus Capital Partners, LLC | 0.55% | Add +259.7% | 130,375 | $8.1M |
| North Star Investment Management Corp. | 0.51% | Add +6.9% | 130,143 | $8.1M |
| Old Second National Bank of Aurora | 1.63% | Add +1.9% | 130,096 | $8.1M |
| American Investment Services, Inc. | 1.89% | Reduce -8.4% | 130,091 | $8.1M |
| Sax Wealth Advisors, LLC | 0.38% | Add +100.8% | 129,868 | $8.1M |
| Triad Wealth Partners, LLC | 0.77% | Add +16.9% | 129,578 | $8.1M |
| OpenArc Corporate Advisory, LLC | 0.13% | — | 129,496 | $8.1M |
| Retirement Planning Group, LLC | 0.26% | Reduce -16.6% | 128,702 | $8.0M |
| Finhabits Advisors LLC | 7.54% | — | 128,566 | $8.0M |
| Fairman Group, LLC | 6.40% | Add +7.0% | 128,217 | $8.0M |
| Lansing Street Advisors | 2.06% | Add +1.5% | 127,975 | $8.0M |
| Chicago Partners Investment Group LLC | 0.20% | Add +2.8% | 120,351 | $7.9M |
| Ameritas Advisory Services, LLC | 0.30% | Add +330.0% | 126,273 | $7.9M |
| Blueprint Financial Advisors LLC | 1.20% | Reduce -1.0% | 125,987 | $7.9M |
| Farnam Financial LLC | 5.92% | Add +16.4% | 125,909 | $7.9M |
| Koshinski Asset Management, Inc. | 0.51% | Reduce -2.8% | 125,862 | $7.9M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -5.2% | 124,709 | $7.8M |
| Entrust Financial LLC | 5.77% | — | 124,402 | $7.8M |
| Naples Global Advisors, LLC | 0.58% | Add +3.0% | 124,352 | $7.8M |
| Strategent Financial, LLC | 4.90% | Add +8.3% | 124,036 | $7.7M |
| Lexington Hill Partners, LLC | 5.81% | — | 123,771 | $7.7M |
| Brandywine Oak Private Wealth LLC | 0.65% | Add +1.5% | 123,701 | $7.7M |
| Florida Trust Wealth Management Co | 0.21% | Add +4.3% | 123,451 | $7.7M |
| Forefront Analytics, LLC | 6.80% | Add +11.5% | 123,208 | $7.7M |
| Jacobi Capital Management LLC | 0.45% | Reduce -1.6% | 123,129 | $7.7M |
| Tradition Wealth Management, LLC | 0.55% | Add +4.3% | 122,834 | $7.7M |
| RS Crum Inc. | 1.53% | Reduce -0.9% | 122,675 | $7.7M |
| Farrell Financial LLC | 4.51% | Add +2.3% | 122,482 | $7.7M |
| LifePlan Investment Advisors, Inc. | 3.10% | Add +10.4% | 121,717 | $7.6M |
| Veery Capital, LLC | 2.33% | Add +1.0% | 121,635 | $7.6M |
| Summitas Investment Management LLC | 5.68% | — | 120,908 | $7.6M |
| MorganRosel Wealth Management, LLC | 1.89% | Add +11.6% | 120,765 | $7.5M |
| GenTrust, LLC | 0.33% | Add +1.4% | 120,398 | $7.5M |
| EJMK Ventures LLC | 4.62% | — | 120,273 | $7.5M |
| NorthStar Asset Management LLC | 3.38% | Add +4.1% | 120,176 | $7.5M |
| Sagespring Wealth Partners, LLC | 0.14% | Reduce -1.8% | 119,824 | $7.5M |
| Spectrum Strategic Capital Management, LLC | 3.96% | New | 119,317 | $7.5M |
| Madrid Wealth Management, LLC | 6.04% | — | 119,205 | $7.4M |
| Vectors Research Management, LLC | 2.27% | Add +3.6% | 119,009 | $7.4M |
| Csenge Advisory Group | 0.34% | Add +8.5% | 118,762 | $7.4M |
| Capital Analysts, LLC | 0.20% | Reduce -2.3% | 118,401 | $7.4M |
| Creekside Partners | 3.11% | Add +2.3% | 117,768 | $7.4M |
| Optas, LLC | 1.15% | Add +62.4% | 117,703 | $7.4M |
| Encompass Wealth Advisors, LLC | 2.50% | Add +0.3% | 117,502 | $7.3M |
| BlueSky Wealth Advisors, LLC | 0.97% | Reduce -1.6% | 117,426 | $7.3M |
| Lord & Richards Wealth Management, LLC | 6.29% | Add +55.2% | 117,231 | $7.3M |
| Narus Financial Partners, LLC | 2.02% | Add +0.2% | 117,091 | $7.3M |
| Strong Retirement Solutions LLC | 4.93% | — | 117,031 | $7.3M |
| Jim Saulnier & Associates, LLC | 3.79% | Reduce -2.7% | 116,956 | $7.3M |
| Stratos Investment Management, LLC | 0.29% | Reduce -10.1% | 116,652 | $7.3M |
| M Holdings Securities, Inc. | 0.52% | Add +234.1% | 115,996 | $7.2M |
| CoreFirst Bank & Trust | 3.91% | Reduce -7.4% | 115,864 | $7.2M |
| LifeGuide Financial Advisors, LLC | 2.40% | Add +2.3% | 114,461 | $7.2M |
| Andina Capital Management, LLC | 4.35% | Add +2.2% | 115,290 | $7.2M |
| SteelPeak Wealth, LLC | 0.24% | Add +45.9% | 115,261 | $7.2M |
| RHS Financial, LLC | 3.51% | Add +0.9% | 115,164 | $7.2M |
| Eclectic Associates Inc. | 1.12% | Add +1.7% | 115,011 | $7.2M |
| Semitam Bonam LLC | 5.95% | Add +5.4% | 114,437 | $7.1M |
| McNamara Financial Services, Inc. | 1.35% | Reduce -9.8% | 114,349 | $7.1M |
| Fiduciary Advisors, Inc. | 5.42% | Add +0.5% | 114,120 | $7.1M |
| Lane Brothers & Co. Inc. | 5.16% | — | 114,108 | $7.1M |
| Westerkirk Capital Inc. | 0.69% | No change | 113,781 | $7.1M |
| Marino Management, LLC | 1.41% | — | 113,061 | $7.1M |
| Gradient Capital Advisors, LLC | 1.82% | Add +5.2% | 113,158 | $7.1M |
| Rock Creek Group LLC | 0.79% | Add +64.0% | 113,062 | $7.1M |
| TPG Advisors LLC | 4.39% | Add +2.9% | 112,911 | $7.1M |
| W.H. Cornerstone Investments Inc. | 4.23% | Add +10.6% | 112,233 | $7.0M |
| Interchange Capital Partners, LLC | 1.30% | Add +0.9% | 112,201 | $7.0M |
| Meadowbrook Advisors Group, LLC | 3.88% | — | 110,300 | $6.9M |
| Proficio Capital Partners LLC | 0.48% | Reduce -33.8% | 109,726 | $6.9M |
| Grove Street Fiduciary, LLC | 2.86% | Reduce -6.0% | 109,577 | $6.8M |
| Silverlake Wealth Management LLC | 1.54% | Add +25.3% | 109,546 | $6.8M |
| Steph & Co. | 1.97% | Add +5.1% | 109,492 | $6.8M |
| Taylor Hoffman Capital Management LLC | 2.08% | Reduce -3.1% | 109,446 | $6.8M |
| Bearing Point Capital, LLC | 1.07% | Add +5.4% | 109,305 | $6.8M |
| McAdam, LLC | 0.31% | Reduce -3.3% | 108,925 | $6.8M |
| Caldwell Trust Co | 0.60% | Add +11.8% | 108,863 | $6.8M |
| Diversified Enterprises, LLC | 0.40% | Add +44.6% | 108,382 | $6.8M |
| Graves Light Lenhart Wealth, Inc. | 0.71% | Add +0.6% | 107,832 | $6.7M |
| Sachem Hill LLC | 1.30% | Reduce -1.8% | 107,047 | $6.7M |
| Fort Sheridan Advisors LLC | 0.85% | Add +0.7% | 106,989 | $6.7M |
| Compass Financial Group, Inc. | 2.95% | Add +0.2% | 106,920 | $6.7M |
| Leo Wealth, LLC | 0.48% | Add +110.7% | 106,836 | $6.7M |
| Mission Creek Capital Partners, Inc. | 1.34% | Add +86.1% | 106,473 | $6.7M |
| Deutsche Bank AG | 0.00% | Add +68.8% | 106,414 | $6.6M |
| Independent Family Office, LLC | 2.77% | Add +0.8% | 106,190 | $6.6M |
| LOM Asset Management Ltd | 1.92% | Add +15.4% | 106,153 | $6.6M |
| Steel Grove Capital Advisors, LLC | 0.69% | Add +19.2% | 106,021 | $6.6M |
| Sovran Advisors, LLC | 0.56% | Add +4.1% | 101,879 | $6.6M |
| IHT Wealth Management, LLC | 0.16% | Add +1.2% | 103,965 | $6.6M |
| Certified Advisory Corp | 0.60% | Add +1.4% | 105,763 | $6.6M |
| ICONIQ Capital, LLC | 0.10% | Add +0.0% | 105,323 | $6.6M |
| Kingsview Wealth Management, LLC | 0.09% | Reduce -0.1% | 104,995 | $6.6M |
| Motley Fool Wealth Management, LLC | 0.51% | Add +56.8% | 104,823 | $6.5M |
| Ironwood Financial, llc | 1.11% | Add +2.6% | 100,658 | $6.5M |
| Fortis Advisors, LLC | 3.60% | Reduce -1.8% | 104,531 | $6.5M |
| Certuity, LLC | 0.41% | Add +35.6% | 104,253 | $6.5M |
| Crescent Grove Advisors, LLC | 0.62% | Reduce -2.0% | 104,245 | $6.5M |
| SouthState Bank Corp | 0.29% | Reduce -7.1% | 104,166 | $6.5M |
| Wood Tarver Financial Group, LLC | 1.82% | Add +4.3% | 103,620 | $6.5M |
| Broadview Financial Management, LLC | 4.31% | Add +0.9% | 103,043 | $6.4M |
| Wedbush Securities Inc. | 0.19% | Reduce -14.1% | 102,846 | $6.4M |
| Pacific Financial Group Inc. | 3.57% | Add +434.3% | 102,740 | $6.4M |
| JHP Wealth Management, LLC | 6.21% | — | 102,677 | $6.4M |
| Rehmann Capital Advisory Group | 0.33% | Reduce -1.7% | 102,614 | $6.4M |
| Wright Wealth LLC | 4.17% | — | 102,480 | $6.4M |
| Kovack Advisors, Inc. | 0.30% | Add +95.2% | 102,463 | $6.4M |
| Guardsman Private Capital Management, Inc. | 5.09% | — | 102,296 | $6.4M |
| Cypress Wealth Services, LLC | 0.88% | Add +3.7% | 102,265 | $6.4M |
| Foundations Investment Advisors, LLC | 0.08% | Reduce -37.8% | 102,110 | $6.4M |
| St Germain D J Co. Inc. | 0.25% | Reduce -1.3% | 102,030 | $6.4M |
| Hudson Oak Wealth Advisory LLC | 5.61% | — | 101,776 | $6.4M |
| United Advisor Group, LLC | 0.82% | Add +16.3% | 101,663 | $6.4M |
| Whitaker-Myers Wealth Managers, LTD. | 1.32% | Add +9.8% | 101,569 | $6.3M |
| Bank of New Hampshire | 1.42% | Reduce -0.5% | 101,354 | $6.3M |
| Manuka Financial, LLC | 3.92% | Add +3.5% | 100,990 | $6.3M |
| Regency Capital Management Inc.\DE | 2.61% | Add +11.7% | 100,591 | $6.3M |
| Haverford Trust Co | 0.06% | Add +1.9% | 100,522 | $6.3M |
| DRW Securities, LLC | 0.48% | New | 100,398 | $6.3M |
| International Assets Investment Management, LLC | 0.43% | Add +5.7% | 100,308 | $6.3M |
| Mayflower Financial Advisors, LLC | 0.76% | Add +4.2% | 100,270 | $6.3M |
| Meridian Wealth Management, LLC | 0.22% | Add +24.8% | 100,226 | $6.3M |
| Kingswood Wealth Advisors, LLC | 0.30% | Add +15.8% | 100,243 | $6.3M |
| Symmetry Partners, LLC | 0.37% | Reduce -40.1% | 99,852 | $6.2M |
| Marathon Strategic Advisors, LLC | 4.76% | Reduce -1.5% | 99,727 | $6.2M |
| Nuveen, LLC | 0.00% | No change | 99,600 | $6.2M |
| Carroll Advisory Group, LLC | 2.69% | — | 99,445 | $6.2M |
| Avidian Wealth Enterprises, LLC | 0.22% | Reduce -32.0% | 98,488 | $6.2M |
| Astra Wealth Partners LLC | 3.76% | Add +7.5% | 98,424 | $6.1M |
| Cidel Asset Management Inc. | 0.43% | Reduce -3.3% | 98,204 | $6.1M |
| Brucke Financial, Inc. | 3.35% | Add +11.8% | 98,102 | $6.1M |
| Perennial Investment Advisors, LLC | 0.48% | Add +5.3% | 97,972 | $6.1M |
| Burling Wealth Partners, LLC | 0.95% | Add +38.5% | 97,552 | $6.1M |
| Root Financial Partners, LLC | 0.31% | Add +27.1% | 97,303 | $6.1M |
| Curi Capital, LLC | 0.11% | Add +2.5% | 97,278 | $6.1M |
| Cassady Wealth & Retirement Planning, LLC | 3.91% | — | 96,013 | $6.0M |
| Advyzon Investment Management, LLC | 0.69% | Add +26.1% | 95,304 | $6.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.14% | Reduce -2.0% | 95,183 | $5.9M |
| DDFG, Inc | 1.30% | Reduce -2.2% | 94,927 | $5.9M |
| First PREMIER Bank | 1.36% | Reduce -3.4% | 94,836 | $5.9M |
| Great Lakes Advisors, LLC | 0.05% | Add +136.8% | 94,752 | $5.9M |
| A&I Financial Services, LLC | 2.81% | Add +2.9% | 94,559 | $5.9M |
| Legacy Financial Group LLC | 0.73% | Reduce -40.0% | 88,104 | $5.9M |
| Financial Insights, Inc. | 1.97% | Add +1.7% | 94,174 | $5.9M |
| Mather Group, Llc. | 0.06% | Reduce -20.8% | 94,046 | $5.9M |
| Cutler Investment Counsel LLC | 0.61% | Add +0.0% | 94,024 | $5.9M |
| Fiducient Advisors LLC | 0.72% | Add +30.2% | 93,579 | $5.8M |
| Alvarez & Marsal Private Wealth Partners, LLC | 1.12% | — | 92,955 | $5.8M |
| Titleist Asset Management, LLC | 0.47% | Reduce -29.4% | 92,361 | $5.8M |
| Bakala Capital LLC | 27.23% | Add +2.3% | 92,201 | $5.8M |
| Ascent Wealth Partners, LLC | 0.66% | Reduce -0.1% | 91,958 | $5.7M |
| Checchi Capital Advisers, LLC | 0.39% | Reduce -0.1% | 91,937 | $5.7M |
| Peterson Wealth Advisors, LLC | 0.76% | Reduce -6.4% | 91,810 | $5.7M |
| Trevian Wealth Management LLC | 2.72% | Add +8.7% | 91,806 | $5.7M |
| Financial Counselors Inc. | 7.92% | Reduce -13.4% | 91,445 | $5.7M |
| Single Point Partners, LLC | 1.13% | Add +0.5% | 91,439 | $5.7M |
| Americana Partners, LLC | 0.16% | Add +22.3% | 91,120 | $5.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.76% | Add +88.8% | 90,975 | $5.7M |
| River Street Advisors LLC | 2.13% | Add +5.4% | 90,908 | $5.7M |
| FC Advisory LLC | 1.63% | Reduce -1.9% | 90,792 | $5.7M |
| Topel & Distasi Wealth Management, LLC | 2.76% | Reduce -2.3% | 90,614 | $5.7M |
| SYM FINANCIAL Corp | 0.58% | Reduce -8.9% | 90,166 | $5.6M |
| Klingenstein Fields & Co. LP | 0.21% | Add +95.7% | 89,933 | $5.6M |
| Avestar Capital, LLC | 0.39% | Reduce -0.7% | 89,894 | $5.6M |
| Dynamic Wealth Strategies, LLC | 3.32% | Add +17.7% | 89,211 | $5.6M |
| MidAtlantic Capital Management, Inc. | 3.56% | Add +0.4% | 88,952 | $5.6M |
| Bluestem Financial Advisors, LLC | 2.14% | Reduce -0.4% | 88,788 | $5.5M |
| Bestgate Wealth Advisors, LLC | 9.73% | Reduce -0.6% | 88,619 | $5.5M |
| LCW Services, LLC | 2.95% | — | 88,593 | $5.5M |
| Smithfield Trust Co | 0.24% | Reduce -0.6% | 88,520 | $5.5M |
| Diversified Trust Co. | 0.10% | Add +4.3% | 87,973 | $5.5M |
| Grey Ledge Advisors, LLC | 1.24% | Add +1.9% | 87,935 | $5.5M |
| Wescott Financial Advisory Group, LLC | 0.48% | Reduce -0.7% | 87,244 | $5.5M |
| Swmg, LLC | 1.50% | Add +11.3% | 79,966 | $5.4M |
| Alley Investment Management Company, LLC | 0.63% | Reduce -0.3% | 86,126 | $5.4M |
| Life Planning Partners, Inc | 4.10% | Reduce -6.4% | 85,612 | $5.3M |
| Climber Capital SA | 3.48% | — | 85,690 | $5.3M |
| ETF Store, Inc. | 5.42% | Add +1.8% | 85,104 | $5.3M |
| AlTi Global, Inc. | 0.11% | Add +0.5% | 84,947 | $5.3M |
| Sagace Wealth Management LLC | 3.60% | Reduce -0.7% | 84,837 | $5.3M |
| One Capital Management, LLC | 0.16% | Add +171.7% | 84,480 | $5.3M |
| Arq Wealth Advisors, LLC | 1.42% | Reduce -0.6% | 84,081 | $5.3M |
| Donalies Financial Planning, LLC | 4.47% | — | 83,960 | $5.2M |
| Graetz Wealth LLC | 4.76% | — | 83,616 | $5.2M |
| Laurel Wealth Planning LLC | 2.89% | Add +6.4% | 83,504 | $5.2M |
| TD Private Client Wealth LLC | 0.11% | Add +11.8% | 83,460 | $5.2M |
| James J. Burns & Company, LLC | 0.72% | Add +1.0% | 83,343 | $5.2M |
| West Bancorporation Inc. | 2.72% | Add +14.0% | 83,170 | $5.2M |
| Highland Capital Management, LLC | 0.26% | No change | 83,044 | $5.2M |
| Verum Partners LLC | 1.04% | Reduce -5.3% | 82,915 | $5.2M |
| Willis Johnson & Associates, Inc. | 0.32% | Add +6.2% | 82,868 | $5.2M |
| Stonekeep Investments, LLC | 3.31% | Add +4.8% | 82,784 | $5.2M |
| Arta Finance Wealth Management LLC | 2.64% | — | 82,749 | $5.2M |
| Qube Research & Technologies Ltd | 0.01% | Add +2149.5% | 82,714 | $5.2M |
| Sentinel Trust Co. Lba | 0.51% | Reduce -3.7% | 82,232 | $5.1M |
| Gladstone Institutional Advisory LLC | 0.19% | Add +3.6% | 82,153 | $5.1M |
| Balboa Wealth Partners | 0.85% | Reduce -0.2% | 82,134 | $5.1M |
| Condor Capital Management | 0.41% | Reduce -1.0% | 81,980 | $5.1M |
| Stonebridge Financial Planning Group, LLC | 1.85% | Add +15.1% | 81,967 | $5.1M |
| Northwest Wealth Management, LLC | 0.81% | Reduce -7.3% | 81,932 | $5.1M |
| Parthenon LLC | 0.55% | Reduce -4.1% | 81,775 | $5.1M |
| Calton & Associates, Inc. | 0.75% | Reduce -8.0% | 81,353 | $5.1M |
| Angeles Wealth Management, LLC | 0.28% | Reduce -3.3% | 81,243 | $5.1M |
| Flywheel Private Wealth LLC | 3.17% | Reduce -1.1% | 81,163 | $5.1M |
| Norris Perne & French LLP | 0.34% | Reduce -1.2% | 81,101 | $5.1M |
| Laraway Financial Advisors Inc | 3.30% | Add +3.1% | 81,003 | $5.1M |
| Clear Creek Financial Management, LLC | 0.41% | Add +4.0% | 80,938 | $5.1M |
| Marks Group Wealth Management, Inc | 0.48% | Add +9.6% | 80,345 | $5.0M |
| Teachers Insurance & Annuity Association of America | 5.89% | Reduce -19.7% | 80,298 | $5.0M |
| Crusonia Wealth Advisors LLC | 1.10% | — | 80,295 | $5.0M |
| U.S. Capital Wealth Advisors, LLC | 0.13% | Add +6.1% | 79,908 | $5.0M |
| First National Trust Co | 0.17% | Add +25.1% | 79,244 | $5.0M |
| Adelphi Trust Co | 4.03% | — | 79,037 | $4.9M |
| Autumn Glory Partners, LLC | 1.73% | Add +363.7% | 78,967 | $4.9M |
| Sightline Wealth Advisors, LLC | 2.10% | Add +10.2% | 78,837 | $4.9M |
| Integrity Alliance, Llc. | 0.18% | Add +368.1% | 78,760 | $4.9M |
| Golden Road Advisors LLC | 2.79% | Add +1.0% | 78,478 | $4.9M |
| Mill Creek Capital Advisors, LLC | 0.10% | Add +0.5% | 78,066 | $4.9M |
| Addison Capital Co | 1.21% | Add +40.7% | 77,616 | $4.8M |
| Brady Martz Wealth Solutions, LLC | 0.85% | Add +274.2% | 77,411 | $4.8M |
| Birch Hill Investment Advisors LLC | 0.20% | Add +6.1% | 77,295 | $4.8M |
| Summit Financial Strategies, Inc. | 0.40% | Reduce -1.6% | 77,241 | $4.8M |
| Magnolia Capital Advisors LLC | 1.01% | Add +6.7% | 77,199 | $4.8M |
| BOS Asset Management, LLC | 1.29% | Add +4.6% | 76,606 | $4.8M |
| Nova R Wealth, Inc. | 1.74% | Add +54.9% | 76,409 | $4.8M |
| Jennison Associates LLC | 0.00% | Add +795.6% | 76,275 | $4.8M |
| FineMark National Bank & Trust | 0.15% | Add +52.8% | 75,892 | $4.7M |
| Hughes Financial Services, LLC | 0.74% | Reduce -1.7% | 75,882 | $4.7M |
| Absolute Capital Management, LLC | 1.72% | Add +64.0% | 75,567 | $4.7M |
| Glassman Wealth Services | 0.64% | Add +1.2% | 75,470 | $4.7M |
| Scott Capital Advisors, LLC | 1.03% | Add +1.1% | 74,587 | $4.7M |
| Proathlete Wealth Management LLC | 1.27% | Add +15.7% | 73,952 | $4.6M |
| Northland Capital Management LLC | 2.60% | Reduce -33.4% | 74,367 | $4.6M |
| Squire Investment Management Company, LLC | 1.40% | Add +10.9% | 74,279 | $4.6M |
| Petros Family Wealth, LLC | 3.08% | New | 73,981 | $4.6M |
| Severin Investments, LLC | 4.08% | Reduce -3.8% | 73,944 | $4.6M |
| Sapient Capital LLC | 0.06% | Add +194.9% | 73,231 | $4.6M |
| Innealta Capital, LLC | 2.48% | Add +4.6% | 73,313 | $4.6M |
| Columbus Macro, LLC | 0.50% | Add +1.7% | 73,290 | $4.6M |
| Asset Allocation & Management Company, LLC | 1.84% | No change | 73,189 | $4.6M |
| LMCG Investments, LLC | 0.26% | Add +0.8% | 73,066 | $4.6M |
| Prospera Financial Services Inc | 0.07% | Add +8.0% | 72,918 | $4.6M |
| Tailwinds Wealth, LLC | 4.88% | — | 72,482 | $4.5M |
| C M Bidwell & Associates Ltd. | 2.13% | Reduce -0.8% | 72,283 | $4.5M |
| Stock Yards Bank & Trust Co. | 0.14% | Add +3.2% | 72,246 | $4.5M |
| Capital Asset Managemnet, LLC | 5.00% | — | 72,217 | $4.5M |
| Federation des caisses Desjardins du Quebec | 0.02% | Reduce -0.8% | 72,106 | $4.5M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.85% | No change | 72,015 | $4.5M |
| Kastel Capital Advisors, LLC | 2.76% | — | 71,993 | $4.5M |
| Traction Financial Partners, LLC | 2.66% | Add +2.4% | 71,902 | $4.5M |
| Moors & Cabot, Inc. | 0.19% | Add +35.3% | 71,893 | $4.5M |
| Private Trust Co. NA | 0.39% | Reduce -6.2% | 71,798 | $4.5M |
| Nabity-Jensen Investment Management Inc | 3.02% | Add +3.6% | 71,290 | $4.5M |
| SageView Advisory Group, LLC | 0.15% | Reduce -4.2% | 71,264 | $4.5M |
| Rockingstone Advisors LLC | 2.02% | Reduce -0.0% | 70,974 | $4.4M |
| Red Tortoise LLC | 1.90% | Add +1.0% | 70,963 | $4.4M |
| Greenspring Advisors, LLC | 0.27% | Add +948.3% | 70,717 | $4.4M |
| Visionary Wealth Advisors | 0.20% | Add +13.5% | 70,680 | $4.4M |
| Napier Financial, LLC | 1.10% | — | 70,392 | $4.4M |
| Parkside Financial Bank & Trust | 0.33% | Add +1.8% | 70,372 | $4.4M |
| SVB Wealth LLC | 0.26% | Reduce -1.9% | 70,211 | $4.4M |
| Conservest Capital Advisors, Inc. | 0.39% | Add +1.3% | 69,997 | $4.4M |
| Baker Avenue Asset Management, LP | 0.10% | Add +4.2% | 69,976 | $4.4M |
| Barry Investment Advisors, LLC | 0.97% | Add +0.7% | 69,540 | $4.3M |
| Security Benefit Life Insurance Co. | 1.80% | Reduce -2.3% | 69,200 | $4.3M |
| Wesbanco Bank Inc. | 0.12% | Reduce -23.5% | 68,825 | $4.3M |
| Andrews Advisory Associates, LLC | 2.28% | — | 68,537 | $4.3M |
| Renasant Bank | 2.89% | Reduce -13.6% | 68,291 | $4.3M |
| VERITY Wealth Advisors | 2.63% | No change | 67,932 | $4.2M |
| BCGM Wealth Management, LLC | 1.08% | Reduce -32.2% | 67,475 | $4.2M |
| Northstar Financial Companies, Inc. | 3.35% | Reduce -1.6% | 67,326 | $4.2M |
| Luminvest Wealth Management LLC | 1.16% | Add +78.0% | 67,197 | $4.2M |
| PCM Encore, LLC | 0.89% | — | 67,034 | $4.2M |
| Schroder Investment Management Group | 0.00% | Reduce -92.3% | 66,411 | $4.2M |
| Camelot Technology Advisors, Inc. | 3.13% | Add +1.6% | 66,552 | $4.2M |
| Gold Investment Management Ltd. | 1.33% | No change | 66,513 | $4.2M |
| Pine Harbor Wealth Management, LLC | 1.27% | Add +39.1% | 66,501 | $4.2M |
| Opinicus Capital, Inc. | 2.89% | Reduce -0.3% | 66,445 | $4.2M |
| Aegis Wealth Management LLC | 2.34% | Reduce -3.0% | 66,276 | $4.1M |
| Sincerus Advisory, LLC | 3.33% | Add +1.9% | 66,239 | $4.1M |
| Van Cleef Asset Management,Inc | 0.42% | Reduce -0.5% | 66,089 | $4.1M |
| BridgePort Financial Solutions, LLC | 1.11% | Reduce -3.6% | 65,942 | $4.1M |
| DMKC Advisory Services, LLC | 1.80% | Add +8.6% | 65,793 | $4.1M |
| Monument Capital Management | 1.02% | Reduce -1.9% | 65,587 | $4.1M |
| Nestegg Advisors, Inc. | 3.48% | Add +1.5% | 65,306 | $4.1M |
| Atlantic Edge Private Wealth Management, LLC | 1.01% | Reduce -1.6% | 65,095 | $4.1M |
| Evergreen Capital Management LLC | 0.09% | Add +0.9% | 65,088 | $4.1M |
| Bravera Wealth | 2.03% | — | 64,985 | $4.1M |
| Allodium Investment Consultants, LLC | 2.04% | Reduce -1.7% | 64,487 | $4.0M |
| Thoroughbred Financial Services, LLC | 0.24% | Add +4.2% | 64,390 | $4.0M |
| Cushing Capital Partners, LLC | 2.97% | Add +9.9% | 64,192 | $4.0M |
| Calydon Capital | 0.68% | New | 64,166 | $4.0M |
| Highline Wealth Partners LLC | 1.13% | Add +1.5% | 64,071 | $4.0M |
| Silver Coast Investments LLC | 1.38% | Reduce -7.7% | 64,034 | $4.0M |
| Evanson Asset Management, LLC | 0.22% | Add +11.8% | 63,956 | $4.0M |
| PFG Advisors | 0.19% | Add +13.5% | 63,736 | $4.0M |
| Shepherd Financial Partners LLC | 0.37% | Reduce -3.8% | 63,699 | $4.0M |
| Walker Financial Services, Inc. | 1.44% | Add +49.3% | 63,657 | $4.0M |
| CJM Wealth Advisers, Ltd. | 1.19% | Add +1.0% | 63,653 | $4.0M |
| Centerline Wealth Advisors, LLC | 1.44% | Reduce -65.4% | 63,542 | $4.0M |
| Greystone Financial Group, LLC | 0.61% | Add +1.8% | 62,928 | $3.9M |
| STAR Financial Bank | 2.01% | Add +919.6% | 62,876 | $3.9M |
| Waters Parkerson & Co., LLC | 0.19% | Add +7.8% | 62,590 | $3.9M |
| Forum Financial Management, LP | 0.05% | Add +0.8% | 62,573 | $3.9M |
| Patton Fund Management, Inc. | 0.52% | Add +11.1% | 62,454 | $3.9M |
| Armbruster Capital Management, Inc. | 0.65% | Reduce -0.5% | 62,336 | $3.9M |
| Berger Financial Group, Inc | 0.23% | Reduce -0.8% | 62,296 | $3.9M |
| FFT Wealth Management LLC | 0.74% | Reduce -5.4% | 62,173 | $3.9M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -11.4% | 61,960 | $3.9M |
| Kirtland Hills Capital Management, LLC | 1.36% | Add +29.6% | 61,960 | $3.9M |
| Michael & Susan Dell Foundation | 0.13% | New | 61,900 | $3.9M |
| GC Wealth Management RIA, LLC | 0.14% | Reduce -26.6% | 61,827 | $3.9M |
| Washington Trust Advisors, Inc. | 0.29% | Add +3.6% | 61,630 | $3.9M |
| Old Peak Finance LLC | 2.37% | — | 61,494 | $3.8M |
| Palatine Hill Wealth Management, LLC | 3.09% | — | 61,349 | $3.8M |
| Quartz Partners, LLC | 1.42% | Add +1.7% | 61,269 | $3.8M |
| One Day In July LLC | 0.31% | Reduce -38.2% | 60,676 | $3.8M |
| Collective Family Office LLC | 0.87% | Reduce -0.4% | 60,661 | $3.8M |
| Wealthspan Partners, LLC | 1.38% | Add +19.3% | 60,589 | $3.8M |
| Barrett & Company, Inc. | 1.26% | Reduce -2.5% | 60,490 | $3.8M |
| CogentBlue Wealth Advisors, LLC | 2.57% | Reduce -3.6% | 60,409 | $3.8M |
| Pathfinder Wealth Consulting, Inc. | 2.38% | — | 60,358 | $3.8M |
| Legacy Edge Advisors, LLC | 0.41% | Add +29.6% | 60,314 | $3.8M |
| Essential Planning, LLC. | 1.20% | Add +37.4% | 60,308 | $3.8M |
| Charter Oak Capital Management, LLC | 0.29% | Add +2.6% | 60,103 | $3.8M |
| Rockland Trust Co. | 0.15% | Add +4.5% | 59,982 | $3.7M |
| Chilton Investment Co. Inc. | 0.08% | Reduce -18.8% | 59,721 | $3.7M |
| Essex Bank | 0.81% | Add +1.1% | 59,469 | $3.7M |
| Gray Private Wealth, LLC | 1.81% | Reduce -0.1% | 59,434 | $3.7M |
| Hilltop Holdings Inc. | 0.22% | Reduce -0.9% | 59,344 | $3.7M |
| Midwest Financial Partners Investments, Inc. | 2.05% | — | 59,135 | $3.7M |
| Elm Partners Management LLC | 0.17% | Add +12.8% | 59,046 | $3.7M |
| TPG Financial Advisors, LLC | 1.23% | Add +0.5% | 59,006 | $3.7M |
| Washington Trust Bank | 0.26% | Add +0.3% | 58,645 | $3.7M |
| Pacific Park Financial, Inc. | 2.28% | — | 58,521 | $3.7M |
| PFC Capital Group, Inc. | 1.50% | Add +10.8% | 58,325 | $3.6M |
| Morling Financial Advisors, LLC | 1.15% | Add +0.1% | 58,266 | $3.6M |
| Wingate Wealth Advisors, Inc. | 2.03% | Add +6.2% | 58,143 | $3.6M |
| Alpine Bank Wealth Management | 0.51% | Reduce -1.1% | 57,904 | $3.6M |
| Mullaney, Keating & Wright, Inc. | 1.91% | Add +0.1% | 57,785 | $3.6M |
| Weinberger Asset Management, Inc | 1.30% | Reduce -6.2% | 57,785 | $3.6M |
| Sageworth Trust Co of South Dakota | 2.94% | Add +61.7% | 57,612 | $3.6M |
| Lodestone Wealth Management LLC | 1.47% | Reduce -1.7% | 57,589 | $3.6M |
| Verus Wealth Management, LLC | 3.35% | Reduce -47.0% | 57,527 | $3.6M |
| NorthLanding Financial Partners, LLC | 2.88% | Add +0.6% | 57,345 | $3.6M |
| Greykasell Wealth Strategies, Inc. | 1.41% | Reduce -1.9% | 56,968 | $3.6M |
| Firestone Capital Management | 0.75% | Add +0.4% | 56,796 | $3.5M |
| Cove Private Wealth, LLC | 1.06% | No change | 56,475 | $3.5M |
| Archvest Wealth Advisors, Inc. | 2.25% | Add +10.5% | 56,456 | $3.5M |
| LPWM LLC | 0.89% | Add +4.7% | 56,433 | $3.5M |
| Debussy Capital Management LP | 0.48% | Reduce -7.3% | 56,310 | $3.5M |
| ETF Portfolio Partners, Inc. | 0.91% | Reduce -0.4% | 56,272 | $3.5M |
| World Equity Group, Inc. | 0.98% | Reduce -0.8% | 56,054 | $3.5M |
| RKL Wealth Management LLC | 0.29% | Add +1.2% | 56,042 | $3.5M |
| Family Wealth Partners, LLC | 1.26% | Reduce -0.1% | 55,842 | $3.5M |
| Archer Investment Corp | 0.79% | Reduce -18.4% | 55,734 | $3.5M |
| Midwestern Financial, LLC | 2.88% | Add +5.7% | 55,729 | $3.5M |
| Bartlett & Co. Wealth Management LLC | 0.05% | Add +13.5% | 55,709 | $3.5M |
| General Partner, Inc. | 1.97% | No change | 55,579 | $3.5M |
| JT Stratford LLC | 0.45% | Reduce -37.4% | 55,569 | $3.5M |
| Legacy Financial Advisors, Inc. | 0.48% | Add +0.1% | 55,555 | $3.5M |
| High Note Wealth, LLC | 0.68% | Add +57.8% | 55,500 | $3.5M |
| Birch Financial Group, LLC | 1.98% | Add +2.8% | 55,490 | $3.5M |
| Montecito Bank & Trust | 0.55% | Add +6.5% | 55,288 | $3.5M |
| RTD Financial Advisors, Inc. | 0.42% | Reduce -10.4% | 55,222 | $3.4M |
| Perennial Advisors, LLC | 0.58% | Add +20.8% | 55,069 | $3.4M |
| City Holding Co. | 0.42% | Add +23.7% | 54,777 | $3.4M |
| Frankly Finances, LLC | 3.23% | — | 54,541 | $3.4M |
| Joel Isaacson & Co., LLC | 0.11% | Add +33.4% | 54,494 | $3.4M |
| Western Wealth Management, LLC | 0.16% | Add +3.6% | 54,465 | $3.4M |
| Peoples Bank | 2.11% | Reduce -3.3% | 54,447 | $3.4M |
| JDM Financial Group LLC | 1.30% | Reduce -2.0% | 53,787 | $3.4M |
| Manchester Capital Management LLC | 0.46% | Add +2.1% | 53,766 | $3.4M |
| Cordgrass Capital Advisors, LLC | 0.81% | Add +32.5% | 53,696 | $3.4M |
| Uptown Financial Advisors LLC | 2.85% | Add +3.6% | 53,599 | $3.3M |
| BTC Capital Management, Inc. | 0.23% | No change | 53,551 | $3.3M |
| Hutchens & Kramer Investment Management Group, LLC | 1.16% | Add +3.1% | 53,527 | $3.3M |
| Beacon Financial Group | 0.33% | Reduce -1.0% | 53,347 | $3.3M |
| Blom & Howell Financial Planning, Inc. | 3.31% | — | 53,342 | $3.3M |
| Cornerstone Wealth Management, LLC | 0.17% | Add +2.7% | 53,234 | $3.3M |
| Elevation Wealth Partners, LLC | 1.18% | Add +1.4% | 53,182 | $3.3M |
| Guardian Asset Advisors, LLC | 1.73% | Add +0.8% | 53,171 | $3.3M |
| Oakmont Advisory Group, LLC | 3.54% | — | 53,066 | $3.3M |
| Venture Visionary Partners LLC | 0.11% | Add +17.2% | 52,673 | $3.3M |
| Shrier Wealth Management, LLC | 1.31% | — | 52,472 | $3.3M |
| Maltin Wealth Management, Inc. | 1.30% | Add +3.2% | 52,226 | $3.3M |
| Prospera Capital Management, LLC | 1.63% | Add +1.5% | 51,675 | $3.2M |
| Lazard Asset Management LLC | 0.01% | Add +77.7% | 51,605 | $3.2M |
| Baron Wealth Management LLC | 0.99% | Add +0.8% | 51,555 | $3.2M |
| Capital Group Private Client Services, Inc. | 0.05% | Add +24.1% | 51,533 | $3.2M |
| E&G Advisors, LLC | 0.72% | Add +13.1% | 51,522 | $3.2M |
| Brown Brothers Harriman & Co. | 0.02% | Add +2.9% | 51,377 | $3.2M |
| Southland Equity Partners LLC | 0.63% | Add +3.5% | 51,005 | $3.2M |
| Shepherd Street Advisors LLC | 3.05% | — | 50,854 | $3.2M |
| Roehl & Yi Investment Advisors, LLC | 1.27% | Add +11.1% | 108,490 | $3.2M |
| Covestor Ltd | 1.66% | Add +4.8% | 50,724 | $3.2M |
| Boston Family Office LLC | 0.20% | Reduce -0.8% | 50,725 | $3.2M |
| Unique Wealth, LLC | 0.44% | Reduce -1.6% | 50,601 | $3.2M |
| Clarion Wealth Managment Partners, LLC | 2.91% | Reduce -6.7% | 50,418 | $3.1M |
| BancFirst Trust & Investment Management | 1.30% | Reduce -3.3% | 50,138 | $3.1M |
| Sowell Financial Services LLC | 0.11% | Add +4.2% | 50,022 | $3.1M |
| Magnus Financial Group LLC | 0.24% | Add +9.5% | 49,854 | $3.1M |
| Texas Yale Capital Corp. | 0.09% | Add +3.0% | 49,827 | $3.1M |
| N.E.W. Advisory Services LLC | 0.23% | Reduce -5.5% | 49,754 | $3.1M |
| Cullen/Frost Bankers, Inc. | 0.03% | Add +101.9% | 49,694 | $3.1M |
| LGL Partners, LLC | 1.30% | Add +1.7% | 48,826 | $3.1M |
| Bayban | 2.70% | — | 48,821 | $3.0M |
| Carr Financial Group Corp | 0.81% | Add +7.9% | 48,798 | $3.0M |
| Oxford Financial Group, LTD. LLC | 0.17% | Add +10.7% | 48,792 | $3.0M |
| Guidance Capital, Inc. | 0.74% | Add +2.4% | 46,249 | $3.0M |
| Riverview Trust Co | 3.66% | No change | 48,354 | $3.0M |
| Castle Wealth Management LLC | 1.00% | Reduce -1.8% | 48,099 | $3.0M |
| Sherman Wealth Management LLC | 2.61% | — | 48,096 | $3.0M |
| Canal Capital Management, LLC | 0.43% | Add +10.9% | 48,069 | $3.0M |
| Global Endowment Management, LP | 0.37% | No change | 48,000 | $3.0M |
| Whipplewood Advisors, LLC | 1.93% | Reduce -1.8% | 47,958 | $3.0M |
| Summit Wealth Group LLC / Co. | 0.40% | New | 47,859 | $3.0M |
| Soltis Investment Advisors LLC | 0.20% | Reduce -3.5% | 47,609 | $3.0M |
| RiverFront Investment Group, LLC | 0.05% | Reduce -14.8% | 47,203 | $2.9M |
| J. R. Prunier Capital Management LLC | 1.22% | — | 46,910 | $2.9M |
| Trek Financial, LLC | 0.17% | Reduce -3.8% | 46,811 | $2.9M |
| Note Advisors, LLC | 1.50% | Reduce -1.8% | 44,901 | $2.9M |
| Waystone Advisors LLC | 2.50% | — | 46,671 | $2.9M |
| Independent Financial Group, LLC | 0.07% | Add +12.1% | 46,615 | $2.9M |
| HMV Wealth Advisors, LLC | 1.45% | Reduce -1.1% | 46,470 | $2.9M |
| Jefferson Bridge Capital, LLC | 2.92% | — | 46,375 | $2.9M |
| Arbor Wealth Advisors LLC | 2.06% | Add +2.2% | 46,316 | $2.9M |
| Compass Ion Advisors, LLC | 0.28% | Reduce -0.2% | 46,275 | $2.9M |
| Watershed Private Wealth LLC | 0.87% | Reduce -0.3% | 46,214 | $2.9M |
| Private Wealth Asset Management, LLC | 0.31% | Add +3.1% | 46,184 | $2.9M |
| Thrive Wealth Management, LLC | 0.42% | Reduce -1.2% | 46,167 | $2.9M |
| Spinnaker Trust | 0.15% | Add +42.7% | 46,156 | $2.9M |
| Archford Capital Strategies, LLC | 0.34% | Add +0.7% | 46,132 | $2.9M |
| DAVENPORT & Co LLC | 0.02% | Reduce -15.8% | 46,042 | $2.9M |
| Wincap Financial LLC | 1.97% | Reduce -65.6% | 46,021 | $2.9M |
| Clear Retirement Advice LLC | 2.23% | — | 42,956 | $2.9M |
| StoneX Group Inc. | 0.12% | Add +8.3% | 45,841 | $2.9M |
| Diversified Portfolios, Inc. | 0.24% | Reduce -0.6% | 45,823 | $2.9M |
| Simplicity Wealth,LLC | 0.17% | Add +10.3% | 45,649 | $2.9M |
| KLCM Advisors, Inc. | 0.24% | New | 45,581 | $2.8M |
| Acorn Wealth Advisors, LLC | 0.85% | Add +1.5% | 45,574 | $2.8M |
| Avantax Planning Partners, Inc. | 0.08% | Reduce -2.5% | 45,243 | $2.8M |
| Neuberger Berman Group LLC | 0.00% | Add +13.3% | 45,213 | $2.8M |
| VestGen Investment Management | 1.56% | Reduce -8.2% | 45,183 | $2.8M |
| C2C Wealth Management, LLC | 2.36% | Reduce -2.5% | 44,891 | $2.8M |
| Greenleaf Trust | 0.03% | Reduce -0.5% | 44,541 | $2.8M |
| SOL Capital Management CO | 0.25% | No change | 44,455 | $2.8M |
| Blue Trust, Inc. | 0.03% | Add +16.4% | 44,323 | $2.8M |
| Strategic Financial Planning, Inc. | 1.57% | Reduce -0.1% | 44,199 | $2.8M |
| AMG National Trust Bank | 0.07% | Add +1.0% | 44,190 | $2.8M |
| May Hill Capital, LLC | 0.74% | Reduce -10.5% | 44,052 | $2.8M |
| Planning Project LLC | 0.69% | — | 44,038 | $2.8M |
| Upper Left Wealth Management, LLC | 1.68% | Add +1.7% | 43,986 | $2.7M |
| Barclays PLC | 0.00% | Reduce -2.3% | 43,712 | $2.7M |
| Holos Integrated Wealth LLC | 1.52% | Reduce -3.8% | 43,177 | $2.7M |
| DB Fitzpatrick & Co, Inc | 2.42% | Add +22.7% | 43,635 | $2.7M |
| Maryland Capital Advisors Inc. | 0.92% | Reduce -2.3% | 43,581 | $2.7M |
| Fulton Bank, N.A. | 0.09% | Add +11.2% | 43,403 | $2.7M |
| Falcon Wealth Planning | 0.23% | Reduce -3.4% | 43,370 | $2.7M |
| Inspirion Wealth Advisors, LLC | 0.33% | Add +44.7% | 43,169 | $2.7M |
| GS Investments, Inc. | 1.46% | Add +14.2% | 42,900 | $2.7M |
| Indivisible Partners | 0.29% | — | 42,990 | $2.7M |
| Hancock Whitney Corp. | 0.05% | Reduce -24.5% | 42,847 | $2.7M |
| SHP Wealth Management | 0.21% | — | 42,803 | $2.7M |
| Ticino Wealth | 0.99% | — | 42,777 | $2.7M |
| PCA Investment Advisory Services Inc. | 0.93% | Add +21.8% | 42,619 | $2.7M |
| Quadrant Capital Group LLC | 0.08% | Reduce -2.9% | 42,610 | $2.7M |
| Global Wealth Management Investment Advisory, Inc. | 0.43% | Add +0.9% | 42,537 | $2.7M |
| Basecamp Wealth Advisors LLC | 0.57% | — | 42,509 | $2.7M |
| Patriot Financial Group Insurance Agency, LLC | 0.32% | Reduce -2.7% | 42,413 | $2.6M |
| Birchwood Financial Partners, Inc. | 2.61% | — | 42,110 | $2.6M |
| Bahl & Gaynor LLC | 0.01% | Add +27.0% | 41,813 | $2.6M |
| Asset Dedication, LLC | 0.17% | Add +0.4% | 41,767 | $2.6M |
| Creegan & Nassoura Financial Group, LLC | 1.69% | Reduce -3.0% | 41,753 | $2.6M |
| Retirement Investment Advisors, Inc. | 0.21% | Reduce -1.3% | 41,663 | $2.6M |
| Bison Wealth, LLC | 0.29% | Reduce -94.9% | 41,928 | $2.6M |
| Stone Wealth Partners | 2.31% | — | 41,504 | $2.6M |
| Colonial Trust Co / SC | 0.35% | No change | 41,435 | $2.6M |
| Buffalo Business & Estate Services Ltd. | 0.37% | — | 41,255 | $2.6M |
| Larch Capital Partners LLC | 0.35% | — | 41,141 | $2.6M |
| Orcam Financial Group | 1.93% | Add +1.9% | 41,135 | $2.6M |
| M3 Advisory Group, LLC | 1.55% | Add +0.2% | 40,776 | $2.5M |
| Riverchase Wealth Management, LLC | 1.38% | No change | 40,613 | $2.5M |
| Appleton Partners Inc. | 0.17% | Reduce -2.7% | 40,550 | $2.5M |
| Curry Webb Wealth Management LLC | 1.25% | — | 40,431 | $2.5M |
| Connecticut Capital Management Group, LLC | 2.41% | — | 40,343 | $2.5M |
| Benchmark Financial, LLC | 2.50% | — | 40,073 | $2.5M |
| Aquire Wealth Advisors, LLC | 0.65% | Reduce -2.7% | 40,036 | $2.5M |
| Allen Capital Group, LLC | 0.23% | Add +0.2% | 39,918 | $2.5M |
| DGS Capital Management, LLC | 0.42% | Add +2.0% | 39,630 | $2.5M |
| Comprehensive Money Management Services LLC | 1.71% | Reduce -0.9% | 39,629 | $2.5M |
| Solstein Capital, LLC | 0.99% | New | 39,626 | $2.5M |
| Private Wealth Management Group, LLC | 0.66% | Reduce -4.8% | 39,610 | $2.5M |
| SeaCrest Wealth Management, LLC | 0.25% | Reduce -6.9% | 38,674 | $2.5M |
| XTX Topco Ltd | 0.06% | Add +74.1% | 39,538 | $2.5M |
| OneAscent Financial Services LLC | 0.23% | Reduce -45.8% | 39,529 | $2.5M |
| Ironwood Investment Counsel, LLC | 0.34% | Reduce -4.2% | 39,522 | $2.5M |
| Bangor Savings Bank | 0.20% | Reduce -3.9% | 39,496 | $2.5M |
| Sherry Group, Inc. | 2.57% | — | 39,115 | $2.5M |
| Delta Financial Advisors LLC | 0.64% | Add +4.7% | 39,256 | $2.5M |
| First Trust Advisors LP | 0.00% | Reduce -0.3% | 39,127 | $2.4M |
| Aureus Asset Management, LLC | 0.16% | Add +1.3% | 39,065 | $2.4M |
| Inscription Capital, LLC | 0.25% | Add +29.4% | 38,999 | $2.4M |
| Baron Silver Stevens Financial Advisors, LLC | 0.35% | Add +12.8% | 38,827 | $2.4M |
| Family CFO Inc | 1.08% | Add +0.0% | 38,811 | $2.4M |
| Rothschild Capital Partners, LLC | 0.57% | Add +32.4% | 38,797 | $2.4M |
| Cyndeo Wealth Partners, LLC | 0.13% | Reduce -1.1% | 38,732 | $2.4M |
| Parsonex Advisory Services, Inc. | 1.54% | Add +1.9% | 38,703 | $2.4M |
| Kennebec Savings Bank | 2.09% | Reduce -0.6% | 38,665 | $2.4M |
| Clientfirst Wealth Management, LLC | 1.93% | Reduce -1.1% | 38,474 | $2.4M |
| Viewpoint Investment Partners Corp. | 1.14% | Reduce -0.8% | 38,461 | $2.4M |
| Clifford Swan Investment Counsel LLC | 0.08% | Add +8.6% | 38,459 | $2.4M |
| Davidson Trust Co. | 1.00% | Add +16.5% | 38,386 | $2.4M |
| IFC Advisors LLC | 0.35% | No change | 38,200 | $2.4M |
| Evermay Wealth Management LLC | 0.27% | Reduce -0.4% | 38,177 | $2.4M |
| Old North State Trust, LLC | 1.41% | Reduce -16.4% | 38,065 | $2.4M |
| Larson Financial Group LLC | 0.08% | Add +8.0% | 38,045 | $2.4M |
| Flagship Harbor Advisors, LLC | 0.11% | Reduce -1.2% | 38,027 | $2.4M |
| LongView Wealth Management | 0.57% | Reduce -8.3% | 36,358 | $2.4M |
| Adirondack Capital Advisors, LLC | 1.58% | — | 37,642 | $2.4M |
| Centaurus Financial, Inc. | 0.11% | Reduce -12.1% | 37,550 | $2.3M |
| Montag A & Associates Inc. | 0.11% | Add +256.9% | 37,481 | $2.3M |
| Trust Co. of Toledo NA | 0.23% | Reduce -1.5% | 37,477 | $2.3M |
| Victory Financial Group, LLC | 0.29% | Add +45.9% | 37,310 | $2.3M |
| Atlas Legacy Advisors, LLC | 0.41% | Add +19.7% | 37,242 | $2.3M |
| DV Trading LLC | 0.20% | — | 37,214 | $2.3M |
| Cogent Private Wealth, Inc. | 1.77% | — | 37,199 | $2.3M |
| Sage Capital Advisors,llc | 0.55% | Add +6.6% | 37,149 | $2.3M |
| BBR Partners, LLC | 0.12% | Add +6.3% | 37,057 | $2.3M |
| Gryphon Financial Partners LLC | 0.25% | Add +3.7% | 36,960 | $2.3M |
| One Wealth Advisors, LLC | 0.28% | Reduce -21.6% | 33,459 | $2.3M |
| L & S Advisors Inc | 0.23% | Add +1.1% | 36,785 | $2.3M |
| Lynx Investment Advisory | 1.25% | Add +8.6% | 36,624 | $2.3M |
| JMN Financial LLC | 2.28% | — | 36,549 | $2.3M |
| First National Advisers, LLC | 0.31% | Reduce -8.4% | 36,400 | $2.3M |
| MCF Advisors LLC | 0.13% | Add +2094.3% | 36,271 | $2.3M |
| Blue Bell Private Wealth Management, LLC | 0.33% | Reduce -0.2% | 36,267 | $2.3M |
| RCS Financial Planning, LLC | 0.97% | Add +9.5% | 36,184 | $2.3M |
| United Community Bank | 0.85% | Add +220.2% | 36,116 | $2.3M |
| Harmony Asset Management LLC | 0.76% | Add +38.3% | 36,100 | $2.3M |
| HCR Wealth Advisors | 0.22% | Add +15.9% | 36,097 | $2.3M |
| Aua Capital Management, LLC | 1.13% | Add +0.0% | 36,067 | $2.3M |
| Bell Bank | 0.10% | No change | 36,005 | $2.2M |
| Cranbrook Wealth Management, LLC | 0.44% | Reduce -2.8% | 35,811 | $2.2M |
| Dearborn Partners LLC | 0.11% | Add +24.8% | 35,629 | $2.2M |
| Quadrature Capital Ltd | 0.02% | New | 35,514 | $2.2M |
| FSM Wealth Advisors, LLC | 0.30% | Reduce -28.3% | 35,382 | $2.2M |
| Cynosure Group, LLC | 0.22% | Add +0.9% | 35,363 | $2.2M |
| Sharp Wealth Advisory, LLC | 1.11% | Add +9.0% | 35,363 | $2.2M |
| RCW Management, LLC | 2.23% | — | 35,338 | $2.2M |
| William Howard & Co Financial Advisors Inc | 1.86% | Reduce -0.9% | 35,316 | $2.2M |
| WASHINGTON TRUST Co | 0.07% | Reduce -2.7% | 35,210 | $2.2M |
| Journey Strategic Wealth LLC | 0.06% | Reduce -5.6% | 35,019 | $2.2M |
| Synergy Asset Management, LLC | 0.23% | Reduce -71.3% | 34,924 | $2.2M |
| North Star Asset Management Inc. | 0.09% | Add +4.9% | 34,922 | $2.2M |
| ATX Financial Planning, LLC | 1.68% | — | 34,873 | $2.2M |
| Compass Capital Corp. /Ma/ | 0.84% | Add +2.4% | 31,779 | $2.2M |
| Dakota Wealth Management | 0.04% | Add +11.1% | 34,865 | $2.2M |
| Austin Wealth Management, LLC | 0.32% | Reduce -9.0% | 34,005 | $2.2M |
| Security National Bank of Sioux City Iowa | 1.39% | Reduce -0.6% | 34,763 | $2.2M |
| Hurley Capital, LLC | 1.22% | Add +16.3% | 34,730 | $2.2M |
| Stevens Capital Partners | 0.57% | Add +5.9% | 34,671 | $2.2M |
| Hardy Reed LLC | 0.15% | Reduce -0.5% | 34,670 | $2.2M |
| Innova Wealth Partners | 1.09% | Reduce -3.8% | 34,541 | $2.2M |
| Belpointe Asset Management LLC | 0.08% | Add +0.5% | 34,529 | $2.2M |
| Eagle Bluffs Wealth Management LLC | 0.87% | Add +5.7% | 34,359 | $2.1M |
| Certior Financial Group, LLC | 1.46% | Add +6.0% | 34,303 | $2.1M |
| Jefferies Financial Group Inc. | 0.02% | Add +8.7% | 34,115 | $2.1M |
| GeoWealth Management, LLC | 0.08% | Reduce -10.1% | 33,956 | $2.1M |
| Charis Legacy Partners, LLC | 3.13% | Reduce -2.8% | 33,953 | $2.1M |
| Oarsman Capital, Inc. | 0.28% | Reduce -18.3% | 33,880 | $2.1M |
| WBH Advisory Inc. | 0.16% | Reduce -0.4% | 33,809 | $2.1M |
| Legacy Bridge, LLC | 0.85% | Reduce -0.5% | 33,629 | $2.1M |
| Beacon Advisors Holdings, LLC | 1.10% | — | 33,397 | $2.1M |
| Running Point Capital Advisors, LLC | 0.57% | Reduce -9.7% | 33,214 | $2.1M |
| Bigelow Investment Advisors, LLC | 0.81% | Reduce -1.2% | 33,211 | $2.1M |
| Mezzasalma Advisors, LLC | 0.50% | New | 32,715 | $2.1M |
| Maseco LLP | 0.09% | New | 33,070 | $2.1M |
| Edge Financial Advisors LLC | 0.86% | Add +7.0% | 32,890 | $2.1M |
| Capital Investment Advisors, LLC | 0.03% | Add +14.2% | 32,851 | $2.1M |
| Milestone Asset Management Group, LLC | 1.16% | Add +2.9% | 32,771 | $2.0M |
| Fermata Advisors, LLC | 0.49% | Add +3.0% | 32,763 | $2.0M |
| Insight 2811, Inc. | 0.90% | Add +1.9% | 32,656 | $2.0M |
| New Republic Capital, LLC | 0.54% | Add +49.6% | 32,640 | $2.0M |
| Generations Wealth, LLC | 2.08% | — | 32,604 | $2.0M |
| State Street Corp. | 0.00% | Reduce -55.0% | 32,545 | $2.0M |
| Platform Technology Partners | 0.43% | Add +14.4% | 32,370 | $2.0M |
| Global Financial Private Client, LLC | 0.71% | Reduce -1.1% | 32,326 | $2.0M |
| Institute for Wealth Management, LLC. | 0.21% | Reduce -1.4% | 32,272 | $2.0M |
| Hansen & Associates Financial Group, Inc. | 1.10% | Reduce -4.3% | 29,392 | $2.0M |
| Afg Fiduciary Services Limited Partnership | 1.20% | Reduce -7.5% | 31,729 | $2.0M |
| Liberty Wealth Management LLC | 0.26% | Reduce -2.2% | 32,056 | $2.0M |
| Moneco Advisors, LLC | 0.16% | Reduce -0.2% | 31,992 | $2.0M |
| Capital City Trust Co. | 0.44% | No change | 31,857 | $2.0M |
| Everhart Financial Group, Inc. | 0.18% | Add +4.8% | 31,844 | $2.0M |
| Landmark Wealth Management, LLC | 0.76% | Add +0.9% | 31,778 | $2.0M |
| HighPoint Advisor Group LLC | 0.04% | New | 31,702 | $2.0M |
| Heritage Investment Group, Inc. | 0.30% | Reduce -1.8% | 31,531 | $2.0M |
| GAMMA Investing LLC | 0.10% | Add +7.4% | 31,528 | $2.0M |
| Tennessee Valley Asset Management Partners | 0.25% | Add +8.2% | 31,371 | $2.0M |
| Affinity Capital Advisors, LLC | 0.27% | Add +7.9% | 31,108 | $1.9M |
| Aries Wealth Management | 0.43% | No change | 31,000 | $1.9M |
| Crewe Advisors LLC | 0.17% | Add +2.7% | 30,847 | $1.9M |
| Lutz Financial Services LLC | 0.13% | No change | 30,798 | $1.9M |
| Five Oceans Advisors | 0.68% | Reduce -0.6% | 30,753 | $1.9M |
| L.K. Benson & Company, P.C. | 0.96% | Add +27.6% | 30,746 | $1.9M |
| IFG Advisory, LLC | 0.08% | Reduce -7.2% | 30,743 | $1.9M |
| Peoples Financial Services Corp. | 0.89% | No change | 30,710 | $1.9M |
| Entrewealth, LLC | 0.86% | Reduce -10.5% | 28,405 | $1.9M |
| Thompson Siegel & Walmsley LLC | 0.03% | Add +21.2% | 30,613 | $1.9M |
| Daymark Wealth Partners, LLC | 0.06% | Reduce -1.8% | 30,518 | $1.9M |
| Pallas Capital Advisors LLC | 0.06% | Add +43.9% | 30,461 | $1.9M |
| Wealthcare Capital Partners, LLC | 0.89% | Reduce -0.3% | 30,428 | $1.9M |
| Financial Planning Hawaii, Inc. | 1.09% | — | 30,419 | $1.9M |
| Maridea Wealth Management LLC | 0.29% | Reduce -8.9% | 30,368 | $1.9M |
| Total Clarity Wealth Management, Inc. | 0.46% | Add +5.0% | 30,365 | $1.9M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +6.2% | 30,238 | $1.9M |
| Carl P. Sherr & Co., LLC | 0.84% | Add +3.0% | 28,467 | $1.9M |
| Migdal Insurance & Financial Holdings Ltd. | 0.02% | Add +18.8% | 30,053 | $1.9M |
| Balanced Rock Investment Advisors LLC | 1.33% | Add +0.2% | 29,936 | $1.9M |
| Mondrian Investment Partners LTD | 0.03% | Reduce -87.1% | 29,918 | $1.9M |
| Pure Portfolios Holdings LLC | 0.56% | Add +5.5% | 29,868 | $1.9M |
| Breakwater Capital Group | 0.26% | Add +1.8% | 29,858 | $1.9M |
| Sunburst Financial Group, LLC | 0.38% | Reduce -0.3% | 29,809 | $1.9M |
| J.E. Simmons & Co., P.C. | 1.20% | — | 29,752 | $1.9M |
| Sterling Financial Planning, Inc. | 0.56% | Reduce -1.5% | 29,562 | $1.8M |
| Endeavor Private Wealth, Inc. | 0.53% | Add +12.3% | 29,537 | $1.8M |
| First National Bank Sioux Falls | 0.55% | No change | 29,440 | $1.8M |
| Fortis Capital Advisors, LLC | 0.27% | Add +3.4% | 29,279 | $1.8M |
| Ethos Financial Group, LLC | 0.14% | Add +33.0% | 29,277 | $1.8M |
| Redwood Wealth Management Group, LLC | 0.77% | Reduce -0.7% | 29,214 | $1.8M |
| Petra Financial Advisors Inc. | 1.07% | Add +4.5% | 29,191 | $1.8M |
| CX Institutional | 0.05% | Add +12.3% | 28,844 | $1.8M |
| Parr McKnight Wealth Management Group, LLC | 0.24% | Add +8.8% | 28,803 | $1.8M |
| Motco | 0.16% | Add +1.7% | 28,714 | $1.8M |
| Perspective Wealth Advisors LLC | 1.27% | — | 28,619 | $1.8M |
| Independent Advisor Alliance | 0.04% | Add +232.9% | 28,561 | $1.8M |
| Destination Wealth Management | 0.05% | Add +11.2% | 28,515 | $1.8M |
| Insigneo Advisory Services, LLC | 0.13% | Add +5.0% | 28,477 | $1.8M |
| Tolleson Wealth Management, Inc. | 0.26% | No change | 28,361 | $1.8M |
| Advus Financial Partners, LLC | 0.43% | No change | 28,313 | $1.8M |
| Genesis Private Wealth, LLC | 0.55% | Add +145.6% | 28,254 | $1.8M |
| Nottingham Advisors, Inc. | 0.24% | Reduce -28.9% | 27,962 | $1.7M |
| Ewa, LLC | 0.43% | Add +735.3% | 27,941 | $1.7M |
| ERn Financial, LLC | 0.33% | Reduce -0.5% | 27,743 | $1.7M |
| Vista Investment Management | 0.57% | Add +3.3% | 27,618 | $1.7M |
| Hall Laurie J Trustee | 0.57% | No change | 27,589 | $1.7M |
| Smithbridge Asset Management Inc. | 0.15% | Add +75.7% | 27,516 | $1.7M |
| Opes Wealth Management LLC | 0.29% | Reduce -1.1% | 27,457 | $1.7M |
| Bernicke Wealth Management, Ltd. | 0.22% | — | 27,386 | $1.7M |
| Wealthedge Investment Advisors, LLC | 0.63% | Add +0.2% | 27,377 | $1.7M |
| Verdence Capital Advisors LLC | 0.10% | Reduce -43.0% | 27,304 | $1.7M |
| Kiley Juergens Wealth Management, LLC | 0.37% | Reduce -1.6% | 27,259 | $1.7M |
| Bragg Financial Advisors, Inc | 0.06% | Reduce -2.6% | 27,216 | $1.7M |
| Spire Wealth Management | 0.06% | Add +0.6% | 27,194 | $1.7M |
| Novem Group | 0.20% | Reduce -1.8% | 27,099 | $1.7M |
| Krilogy Financial LLC | 0.06% | Add +22.3% | 25,584 | $1.7M |
| Baker Boyer National Bank | 0.51% | Add +1.2% | 27,044 | $1.7M |
| Midland Wealth Advisors, LLC | 0.09% | Reduce -0.0% | 27,028 | $1.7M |
| Gridiron Partners, LLC | 0.96% | Reduce -99.4% | 26,975 | $1.7M |
| Bath Savings Trust Co | 0.17% | Add +52.7% | 26,970 | $1.7M |
| Beacon Bridge Wealth Partners, LLC | 0.56% | Add +2.8% | 26,854 | $1.7M |
| Capital Advisors, Ltd. LLC | 0.19% | Add +23.2% | 26,799 | $1.7M |
| Claris Financial LLC | 0.89% | Reduce -6.4% | 26,751 | $1.7M |
| SB Capital Management Inc | 0.61% | — | 26,734 | $1.7M |
| Lavelle Capital LP | 1.06% | — | 26,671 | $1.7M |
| Milestone Investment Advisors LLC | 0.40% | Add +1.2% | 26,664 | $1.7M |
| Hardman Johnston Global Advisors LLC | 0.08% | New | 26,640 | $1.7M |
| Chico Wealth RIA | 1.08% | Reduce -0.6% | 26,497 | $1.7M |
| Level Four Advisory Services, LLC | 0.05% | Reduce -68.9% | 26,428 | $1.7M |
| Sequent Planning LLC | 0.42% | Add +43.3% | 26,416 | $1.7M |
| Minot DeBlois Advisors LLC | 1.48% | Add +0.1% | 26,375 | $1.6M |
| Continuum Advisory, LLC | 0.16% | Add +3.1% | 26,291 | $1.6M |
| Quadrant Private Wealth Management, LLC | 0.27% | Add +22.0% | 26,190 | $1.6M |
| Confluence Wealth Services, Inc. | 0.07% | Add +28.3% | 26,189 | $1.6M |
| Colony Family Offices, LLC | 0.41% | No change | 26,174 | $1.6M |
| Wick Capital Partners, LLC | 0.29% | Add +47.1% | 26,169 | $1.6M |
| White Lighthouse Investment Management Inc. | 0.23% | Add +0.0% | 26,168 | $1.6M |
| Baxter Bros Inc. | 0.19% | Add +6.2% | 26,043 | $1.6M |
| Cohen Investment Advisors LLC | 0.74% | Add +3.0% | 25,851 | $1.6M |
| Crestwood Advisors Group, LLC | 0.03% | Add +3.0% | 25,786 | $1.6M |
| Align Financial, LLC | 0.93% | — | 1,604,874 | $1.6M |
| Ramsay, Stattman, Vela & Price, Inc. | 0.29% | Add +4.4% | 25,632 | $1.6M |
| Talisman Wealth Advisors LLC | 1.25% | Add +203.8% | 25,581 | $1.6M |
| S.A. Mason LLC | 0.63% | Add +54.1% | 25,569 | $1.6M |
| Hegarty Advisors, LLC | 1.39% | — | 25,537 | $1.6M |
| Strategies Wealth Advisors, LLC | 0.16% | Reduce -0.1% | 25,529 | $1.6M |
| Retirement Systems of Alabama | 0.01% | Reduce -1.7% | 25,369 | $1.6M |
| CFO4Life Group, LLC | 0.23% | Add +1.4% | 25,335 | $1.6M |
| Voya Financial Advisors, Inc. | 0.15% | Reduce -6.2% | 25,213 | $1.6M |
| IMA Advisory Services, Inc. | 0.15% | Add +0.1% | 25,198 | $1.6M |
| Mma Asset Management LLC | 0.56% | Add +0.2% | 25,175 | $1.6M |
| Refined Wealth Management | 1.06% | Add +206.6% | 25,152 | $1.6M |
| PW Advisors, LLC \ FL | 1.26% | — | 25,130 | $1.6M |
| Quantify Chaos Advisors, LLC | 4.73% | — | 24,970 | $1.6M |
| Meridian Investment Counsel Inc. | 0.38% | Add +0.6% | 24,945 | $1.6M |
| Midwest Capital Advisors, LLC | 0.74% | Add +1.0% | 24,736 | $1.5M |
| Flower City Capital | 0.79% | Add +1.2% | 24,710 | $1.5M |
| Flagstar Securities, Inc. | 0.52% | Reduce -3.5% | 24,623 | $1.5M |
| Curated Wealth Partners LLC | 0.17% | Add +12.1% | 24,515 | $1.5M |
| SBI Okasan Asset Management Co.Ltd. | 0.08% | — | 24,389 | $1.5M |
| Brand Asset Management Group, Inc. | 0.43% | Reduce -0.8% | 24,479 | $1.5M |
| McCarter Private Wealth Services LLC | 0.69% | Reduce -2.5% | 24,473 | $1.5M |
| Ariel Investments | 0.02% | Reduce -57.5% | 24,473 | $1.5M |
| Smith Chas P & Associates Pa Cpas | 0.08% | No change | 24,399 | $1.5M |
| Topor & Co. Korea | 1.14% | — | 24,266 | $1.5M |
| Zacks Investment Management | 0.01% | Reduce -12.1% | 24,248 | $1.5M |
| Axis Wealth Partners, LLC | 0.83% | Add +2.0% | 24,191 | $1.5M |
| Everstar Asset Management, LLC | 0.81% | Reduce -31.3% | 24,102 | $1.5M |
| South Plains Financial, Inc. | 0.89% | No change | 24,064 | $1.5M |
| Advisory Research Inc. | 0.19% | No change | 24,026 | $1.5M |
| Optimist Retirement Group LLC | 0.69% | Add +0.6% | 23,971 | $1.5M |
| Founders Financial Alliance, LLC | 0.28% | Reduce -0.8% | 23,967 | $1.5M |
| Compass Planning Associates Inc | 1.03% | Add +6.6% | 23,870 | $1.5M |
| HUB Investment Partners, LLC | 0.04% | Reduce -16.8% | 23,861 | $1.5M |
| 3Chopt Investment Partners, LLC | 0.33% | Add +12.6% | 23,853 | $1.5M |
| Scotia Capital Inc. | 0.01% | Reduce -2.2% | 23,853 | $1.5M |
| Fidelity D & D Bancorp Inc. | 0.64% | Reduce -0.1% | 23,794 | $1.5M |
| Sterling Investment Management, LLC | 0.84% | Add +4.9% | 23,753 | $1.5M |
| First American Bank | 0.09% | Reduce -1.0% | 23,741 | $1.5M |
| Prosperity Planning, Inc. | 0.55% | Reduce 0.0% | 23,740 | $1.5M |
| KCM Investment Advisors LLC | 0.05% | Add +1.8% | 23,705 | $1.5M |
| Financial Strategies Group, Inc. | 0.27% | Reduce -0.1% | 23,084 | $1.5M |
| Kavar Capital Partners Group, LLC | 0.20% | No change | 23,663 | $1.5M |
| Williams Jones Wealth Management, LLC. | 0.02% | Add +0.6% | 23,619 | $1.5M |
| Tempo Wealth, LLC | 0.26% | — | 23,579 | $1.5M |
| Bridge Generations Wealth Management LLC | 0.91% | Add +9.7% | 23,569 | $1.5M |
| Peck Wealth Management, LLC | 1.38% | Add +0.8% | 23,349 | $1.5M |
| Silver Grove Financial Group, Inc. | 1.26% | Add +3.3% | 23,340 | $1.5M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.26% | Reduce -2.4% | 23,276 | $1.5M |
| Capital Advisors Wealth Management, LLC | 0.20% | Add +3.3% | 23,269 | $1.5M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.15% | Add +10.0% | 23,263 | $1.5M |
| Chapin Davis, Inc. | 0.34% | Add +0.1% | 23,262 | $1.5M |
| Windsor Advisory Group, LLC | 1.30% | New | 23,252 | $1.5M |
| Arcadia Investment Advisors LLC | 0.68% | No change | 23,239 | $1.5M |
| Aprio Wealth Management, LLC | 0.08% | Add +52.6% | 20,094 | $1.5M |
| Catalyst Financial Partners LLC | 0.16% | Reduce -0.8% | 23,104 | $1.4M |
| Elevatus Welath Management | 0.39% | No change | 23,002 | $1.4M |
| Ofc Financial Planning, LLC | 1.36% | Add +25.2% | 22,959 | $1.4M |
| Security National Bank of So Dak | 0.71% | No change | 22,949 | $1.4M |
| Probity Advisors, Inc. | 0.23% | Reduce -1.1% | 22,857 | $1.4M |
| City State Bank | 0.39% | Add +6.6% | 22,830 | $1.4M |
| Downshift Financial, LLC | 0.88% | — | 21,637 | $1.4M |
| TCTC Holdings, LLC | 0.04% | No change | 22,760 | $1.4M |
| Clear Harbor Asset Management, LLC | 0.10% | Reduce -1.8% | 22,757 | $1.4M |
| Monograph Wealth Advisors, LLC | 0.14% | Reduce -0.1% | 22,722 | $1.4M |
| Benchmark Financial Wealth Advisors, LLC | 0.41% | Reduce -0.1% | 22,692 | $1.4M |
| Cannell & Spears LLC | 0.03% | No change | 22,691 | $1.4M |
| New England Private Wealth Advisors LLC | 0.18% | Add +27.4% | 22,658 | $1.4M |
| Clear Investment Research, LLC | 2.34% | Add +11.4% | 22,623 | $1.4M |
| Key Financial Inc | 0.26% | Add +4.8% | 22,567 | $1.4M |
| Accel Wealth Management | 0.39% | Reduce -2.2% | 22,565 | $1.4M |
| Johnson Financial Group, Inc. | 0.05% | Reduce -9.9% | 22,537 | $1.4M |
| Wealth Advisory Solutions, LLC | 0.33% | Reduce -4.5% | 22,491 | $1.4M |
| Legacy Trust | 0.26% | Add +4.9% | 22,366 | $1.4M |
| Peak Financial Management, Inc. | 0.36% | Reduce -2.6% | 22,329 | $1.4M |
| Jump Financial, LLC | 0.02% | Add +19.2% | 22,311 | $1.4M |
| Pecaut & Co. | 0.45% | Add +5.3% | 22,288 | $1.4M |
| Fiduciary Financial Group, LLC | 0.20% | Reduce -0.3% | 22,240 | $1.4M |
| Investment Advisory Group, LLC | 0.36% | Add +2.4% | 22,221 | $1.4M |
| American Alpha Advisors, LLC | 0.87% | Add +17.6% | 22,171 | $1.4M |
| Financial Life Advisors | 0.43% | No change | 22,169 | $1.4M |
| Wealthcare Capital Management LLC | 0.14% | Add +5.2% | 22,149 | $1.4M |
| IKE Capital, LLC | 1.20% | — | 22,027 | $1.4M |
| HORAN Wealth, LLC | 0.21% | Add +0.6% | 21,984 | $1.4M |
| WealthTrak Capital Management LLC | 0.98% | Reduce -1.3% | 21,875 | $1.4M |
| Boston Trust Walden Corp | 0.01% | No change | 21,848 | $1.4M |
| Wilson & Boucher Capital Management, LLC | 0.90% | Add +2.9% | 21,837 | $1.4M |
| 1832 Asset Management L.P. | 0.00% | Add +1.6% | 21,812 | $1.4M |
| Traveka Wealth, LLC | 0.55% | New | 21,772 | $1.4M |
| Canvas Wealth Advisors, LLC | 0.23% | Reduce -1.7% | 21,761 | $1.4M |
| Eq LLC | 0.39% | Reduce -5.1% | 21,709 | $1.4M |
| Plan A Wealth LLC | 0.66% | Add +13.1% | 21,673 | $1.4M |
| Hanover Advisors Inc. | 0.52% | Reduce -3.7% | 21,597 | $1.3M |
| Roffman Miller Associates Inc. | 0.07% | Add +2.3% | 21,581 | $1.3M |
| Fielder Capital Group LLC | 0.29% | Add +77.1% | 21,578 | $1.3M |
| Main Management LLC | 0.10% | Add +10.8% | 21,530 | $1.3M |
| Osborne Partners Capital Management, LLC | 0.07% | No change | 21,524 | $1.3M |
| Clearwave Capital, LLC | 0.99% | — | 21,512 | $1.3M |
| Wealthquest Corp | 0.10% | Add +7.5% | 21,511 | $1.3M |
| Steinberganna Wealth Management | 0.63% | Add +4.2% | 21,482 | $1.3M |
| Ami Investment Management Inc. | 0.30% | No change | 21,452 | $1.3M |
| Pennington Partners & Co., LLC | 0.54% | Add +8.6% | 21,445 | $1.3M |
| Marshall Financial Group, LLC | 0.26% | Add +0.7% | 21,436 | $1.3M |
| Antonelli Financial Advisors, LLC | 0.88% | Add +1.7% | 21,368 | $1.3M |
| Citadel Advisors | 0.00% | Reduce -20.6% | 21,300 | $1.3M |
| Smith Salley Wealth Management | 0.07% | Add +6.0% | 21,296 | $1.3M |
| Burke & Herbert Bank & Trust Co. | 0.37% | Reduce -42.5% | 21,230 | $1.3M |
| MBE Wealth Management, LLC | 0.56% | Add +8.8% | 21,230 | $1.3M |
| Laurel Wealth Advisors LLC | 0.18% | No change | 21,198 | $1.3M |
| McNaughton Wealth Management, LLC | 0.54% | Add +14.3% | 21,121 | $1.3M |
| Brio Consultants, LLC | 0.17% | Reduce -3.6% | 21,032 | $1.3M |
| Mitchell Capital Management Co. | 0.23% | No change | 21,029 | $1.3M |
| NBT Bank, N.A. | 0.08% | Add +12.1% | 20,981 | $1.3M |
| McClarren Financial Advisors, Inc. | 0.78% | Reduce -39.8% | 8,211 | $1.3M |
| Cape Investment Advisory, Inc. | 0.40% | Add +34.5% | 20,912 | $1.3M |
| Sensible Money, LLC | 0.42% | No change | 20,849 | $1.3M |
| Baldwin Wealth Partners LLC | 0.08% | Add +25.3% | 20,835 | $1.3M |
| Diesslin Group, Inc. | 0.52% | — | 20,729 | $1.3M |
| Greenline Partners, LLC | 0.15% | No change | 20,601 | $1.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Add +34.7% | 20,598 | $1.3M |
| Bell Investment Advisors, Inc | 0.20% | Reduce -1.7% | 20,532 | $1.3M |
| Quotient Wealth Partners, LLC | 0.03% | Add +19.2% | 20,497 | $1.3M |
| Defined Wealth Management, LLC | 0.74% | Reduce -0.6% | 20,436 | $1.3M |
| Shufro Rose & Co. LLC | 0.09% | Reduce -65.9% | 20,408 | $1.3M |
| Birchcreek Wealth Management, LLC | 0.63% | Reduce -0.5% | 20,407 | $1.3M |
| Sargent Investment Group, LLC | 0.16% | New | 20,375 | $1.3M |
| Cannon Financial Strategists, Inc. | 0.18% | Reduce -4.0% | 20,295 | $1.3M |
| Jag Capital Management, LLC | 0.14% | No change | 20,275 | $1.3M |
| Meriwether Wealth & Planning, LLC | 0.71% | New | 20,243 | $1.3M |
| Hardin Capital Partners, LLC | 0.60% | Add +0.3% | 20,240 | $1.3M |
| Mechanics Bank Trust Department | 0.17% | Add +175.8% | 20,227 | $1.3M |
| Fee-Only Financial Planning, L.C. | 0.74% | No change | 20,194 | $1.3M |
| NTV Asset Management LLC | 0.13% | Add +0.0% | 20,188 | $1.3M |
| Maia Wealth LLC | 0.21% | Reduce -78.3% | 18,369 | $1.3M |
| TruNorth Capital Management, LLC | 0.24% | No change | 20,139 | $1.3M |
| Rydar Equities, Inc. | 0.98% | Add +4.3% | 20,096 | $1.3M |
| Prosperity Wealth Management, Inc. | 0.42% | Add +77.4% | 20,082 | $1.3M |
| Boston Research & Management Inc. | 0.29% | Reduce -0.7% | 20,068 | $1.3M |
| TFB Advisors LLC | 0.35% | Add +37.2% | 20,053 | $1.3M |
| Client 1ST Advisory Group, LLC | 0.39% | Add +5.7% | 20,031 | $1.3M |
| WP Advisors, LLC | 0.31% | Add +6.1% | 20,025 | $1.3M |
| Geometric Wealth Advisors | 0.16% | Add +0.2% | 20,009 | $1.2M |
| RBF Capital, LLC | 0.06% | No change | 20,000 | $1.2M |
| Pioneer Wealth Management Group | 0.38% | Add +0.7% | 19,975 | $1.2M |
| Summit Global Investments | 0.07% | Reduce -6.3% | 19,948 | $1.2M |
| WCG Wealth Advisors LLC | 0.03% | Add +12.1% | 19,934 | $1.2M |
| Breakwater Investment Management | 0.45% | Reduce -0.8% | 19,746 | $1.2M |
| Golden State Wealth Management, LLC | 0.13% | Add +2.0% | 19,735 | $1.2M |
| Heritage Financial Services, LLC | 0.10% | Add +2.4% | 19,673 | $1.2M |
| Idaho Trust Co | 0.41% | Reduce -24.8% | 19,658 | $1.2M |
| Squarepoint Ops LLC | 0.00% | Add +4.8% | 19,655 | $1.2M |
| MontVue Capital Management, Inc. | 0.82% | Add +1.6% | 19,644 | $1.2M |
| Bank of Marin | 0.85% | No change | 19,620 | $1.2M |
| Capital Management Associates, Inc | 0.27% | Add +59.0% | 19,616 | $1.2M |
| Taylor & Morgan Wealth Management, LLC | 0.69% | Reduce -1.1% | 19,608 | $1.2M |
| Keystone Financial Group | 0.09% | Reduce -1.2% | 19,534 | $1.2M |
| Twelve Points Wealth Management LLC | 0.27% | Add +0.9% | 18,902 | $1.2M |
| Pinion Investment Advisors, LLC | 0.30% | Add +8.3% | 19,513 | $1.2M |
| Nikulski Financial, Inc. | 0.29% | Reduce -39.2% | 19,452 | $1.2M |
| WealthShield Partners, LLC | 0.13% | Reduce -0.6% | 19,402 | $1.2M |
| Goepper Burkhardt LLC | 0.39% | Add +2.5% | 19,347 | $1.2M |
| Optima Capital LLC | 0.52% | Reduce -9.4% | 19,340 | $1.2M |
| Winthrop Partners - WNY, LLC | 0.65% | — | 19,292 | $1.2M |
| Adirondack Trust Co. | 0.40% | Add +129.3% | 19,259 | $1.2M |
| Halter Ferguson Financial Inc. | 0.27% | Reduce -0.4% | 19,251 | $1.2M |
| Beaumont Financial Advisors, LLC | 0.08% | Reduce -4.1% | 19,189 | $1.2M |
| Outlook Wealth Advisors, LLC | 0.27% | No change | 19,179 | $1.2M |
| Kassira Wealth Management LLC | 1.13% | Add +7.6% | 19,143 | $1.2M |
| Mainsail Financial Group, LLC | 0.50% | Reduce -4.8% | 19,099 | $1.2M |
| Colton Groome Financial Advisors, LLC | 0.34% | Add +32.5% | 19,078 | $1.2M |
| Ketron Financial | 0.40% | — | 19,035 | $1.2M |
| WFA of San Diego, LLC | 0.87% | Add +3.0% | 19,015 | $1.2M |
| PFG Investments, LLC | 0.06% | Add +5.1% | 19,006 | $1.2M |
| Glenview Trust Co | 0.02% | Add +13.0% | 18,954 | $1.2M |
| Mattern Capital Management, LLC | 0.14% | No change | 18,878 | $1.2M |
| Integrated Capital Management, Inc. | 0.78% | Add +3.8% | 18,863 | $1.2M |
| Bridgewater Advisors Inc. | 0.08% | Reduce -3.3% | 18,107 | $1.2M |
| MIdWestOne Financial Group, Inc. | 0.13% | Reduce -23.4% | 18,691 | $1.2M |
| Athena Investment Management | 0.60% | Add +35.7% | 18,642 | $1.2M |
| Anchor Capital Advisors LLC | 0.03% | New | 18,582 | $1.2M |
| Family Capital Management, Inc. | 0.51% | Add +5.5% | 18,551 | $1.2M |
| Red Lighthouse Investment Management, LLC | 0.41% | No change | 18,549 | $1.2M |
| Destiny Wealth Partners, LLC | 0.13% | No change | 17,533 | $1.2M |
| Cambria Investment Management, L.P. | 0.07% | Add +0.4% | 18,525 | $1.2M |
| Legacy Wealth Advisors, LLC | 0.76% | — | 18,499 | $1.2M |
| Glass Jacobson Investment Advisors llc | 0.42% | Reduce -6.3% | 18,491 | $1.2M |
| Stirlingshire Investments, Inc. | 1.02% | — | 18,481 | $1.2M |
| Medallion Wealth Advisors, LLC | 0.39% | Add +2.5% | 18,462 | $1.2M |
| Olde Wealth Management, LLC | 0.35% | Add +2.5% | 18,437 | $1.2M |
| Palisade Asset Management, LLC | 0.11% | Add +10.7% | 18,244 | $1.1M |
| Aureum Wealth Management, LLC | 1.06% | — | 18,223 | $1.1M |
| Uptick Partners, LLC | 0.24% | Add +23.3% | 18,190 | $1.1M |
| Westmount Partners, LLC | 0.28% | Reduce -20.2% | 18,168 | $1.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Add +15.6% | 18,135 | $1.1M |
| Resources Management Corp. /CT/ | 0.15% | Add +11.6% | 18,101 | $1.1M |
| Salem Investment Counselors Inc. | 0.03% | Add +155.6% | 18,025 | $1.1M |
| Fingerlakes Wealth Management, Inc. | 0.71% | Add +16.4% | 17,951 | $1.1M |
| Earned Wealth Advisors, LLC | 0.08% | New | 17,936 | $1.1M |
| Clearstead Trust, LLC | 0.18% | Reduce -17.6% | 17,912 | $1.1M |
| WorthPointe, LLC | 0.29% | New | 17,891 | $1.1M |
| Biltmore Family Office, LLC | 0.15% | Reduce -7.3% | 17,876 | $1.1M |
| Golden Bell Financial Planning LLC | 0.93% | Reduce -2.9% | 17,869 | $1.1M |
| Atala Financial Inc | 0.71% | Add +1.2% | 17,865 | $1.1M |
| Blue Zone Wealth Advisors, LLC | 0.21% | Reduce -0.9% | 17,707 | $1.1M |
| Tufton Capital Management | 0.19% | Add +37.6% | 17,681 | $1.1M |
| Pillar Financial Advisors, LLC | 0.66% | Add +1.0% | 17,596 | $1.1M |
| Heck Capital Advisors, LLC | 0.08% | Add +6.6% | 17,532 | $1.1M |
| WPG Advisers, LLC | 0.81% | Reduce -4.5% | 17,451 | $1.1M |
| Pinnacle Bancorp, Inc. | 0.32% | Reduce -0.1% | 17,359 | $1.1M |
| GreatBanc Trust CO | 0.76% | Reduce -44.2% | 17,325 | $1.1M |
| KFA Private Wealth Group, LLC | 0.26% | Add +28.1% | 17,293 | $1.1M |
| Financial Perspectives, Inc | 0.29% | Add +0.2% | 17,292 | $1.1M |
| Kestra Investment Management, LLC | 0.03% | Add +7.5% | 17,272 | $1.1M |
| Woodstock Corp. | 0.09% | No change | 17,235 | $1.1M |
| Vista Capital Partners, Inc. | 0.11% | Add +81.9% | 17,224 | $1.1M |
| McDonald Partners LLC | 0.34% | Add +9.3% | 17,190 | $1.1M |
| Aristotle Capital Management, LLC | 0.00% | Add +184.9% | 17,154 | $1.1M |
| Heritage Family Offices, LLP | 0.49% | New | 17,099 | $1.1M |
| FLC Capital Advisors | 0.20% | Add +16.2% | 17,084 | $1.1M |
| FAS Wealth Partners, Inc. | 0.07% | Add +0.3% | 17,023 | $1.1M |
| Richardson Financial Services Inc. | 0.34% | Add +0.0% | 44,946 | $1.1M |
| Wrenne Financial Planning LLC | 0.43% | Reduce -3.0% | 16,938 | $1.1M |
| DKM Wealth Management, Inc. | 0.79% | Reduce -1.2% | 16,896 | $1.1M |
| Tillman Hartley LLC | 0.26% | Add +208.9% | 16,861 | $1.1M |
| Burton Enright Welch | 0.15% | Add +1.3% | 16,841 | $1.1M |
| Godsey & Gibb, Inc. | 0.09% | Add +8.0% | 16,825 | $1.1M |
| XML Financial, LLC | 0.09% | Add +60.9% | 16,789 | $1.0M |
| TCV Trust & Wealth Management, Inc. | 0.08% | Reduce -5.3% | 16,758 | $1.0M |
| Mayfair Advisory Group, LLC | 0.40% | Add +0.5% | 16,492 | $1.0M |
| Paragon Capital Management Ltd | 0.21% | Add +2.2% | 16,625 | $1.0M |
| Freedom Financial Partners LLC | 0.38% | Reduce -10.1% | 16,592 | $1.0M |
| Strategic Financial Services, Inc. | 0.05% | No change | 15,355 | $1.0M |
| Coppell Advisory Solutions LLC | 0.10% | Add +4.2% | 16,460 | $1.0M |
| Tobias Financial Advisors, Inc. | 0.15% | Reduce -26.6% | 16,530 | $1.0M |
| Stordahl Capital Management, Inc. | 0.21% | Reduce -0.8% | 16,501 | $1.0M |
| Busey Bank | 0.03% | Add +15.9% | 16,466 | $1.0M |
| Arcus Capital Partners, LLC | 0.37% | Reduce -5.0% | 16,401 | $1.0M |
| 2UniFi Bank | 0.49% | Add +21.5% | 16,396 | $1.0M |
| MTM Investment Management, LLC | 0.33% | Reduce -0.0% | 16,391 | $1.0M |
| Integrated Capital Management, LLC | 0.44% | Add +1.7% | 16,321 | $1.0M |
| Mountain Capital Investment Advisors Inc. | 0.16% | Reduce -32.8% | 15,457 | $1.0M |
| Center for Financial Planning, Inc. | 0.11% | Add +8.1% | 16,254 | $1.0M |
| Polaris Investment Advisors, LLC | 0.73% | — | 16,244 | $1.0M |
| Signet Financial Management, LLC | 0.11% | Reduce -3.2% | 16,219 | $1.0M |
| Portfolio Resources Advisor Group, Inc. | 1.01% | — | 16,163 | $1.0M |
| Axecap Investments, LLC | 0.62% | New | 16,159 | $1.0M |
| Macroview Investment Management LLC | 0.69% | Add +11.8% | 16,097 | $1.0M |
| First County Bank | 0.53% | Add +2.4% | 16,096 | $1.0M |
| Harpswell Capital Advisors, LLC | 0.80% | Reduce -7.9% | 16,090 | $1.0M |
| RDA Financial Network | 0.24% | Add +6.1% | 16,057 | $1.0M |
| Allie Family Office LLC | 0.47% | No change | 16,050 | $1.0M |
| Friedenthal Financial | 0.52% | Reduce -0.7% | 16,034 | $1.0M |
| Next Capital Management LLC | 0.32% | No change | 16,023 | $1.0M |
| Howland Capital Management LLC | 0.04% | No change | 15,998 | $999K |
| Summit Wealth Partners, LLC | 0.18% | Add +9.8% | 15,916 | $994K |
| Abacus Wealth Partners, LLC | 0.10% | New | 15,902 | $993K |
| W Advisors, LLC | 0.50% | Reduce -3.7% | 15,874 | $992K |
| Capital Investment Advisory Services, LLC | 0.07% | Reduce -11.2% | 15,853 | $990K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Reduce -6.7% | 14,740 | $990K |
| Belleair Asset Management, LLC | 0.94% | — | 15,830 | $989K |
| Spirepoint Private Client, LLC | 0.09% | Add +232.5% | 15,802 | $987K |
| Horizon Investment Services, LLC | 0.35% | Add +0.2% | 15,777 | $986K |
| Valpey Financial Services, LLC | 0.63% | Reduce -0.4% | 15,747 | $984K |
| Northwest Bancshares, Inc. | 0.19% | Reduce -0.1% | 15,746 | $984K |
| Legacy Capital Wealth Partners, LLC | 0.21% | Add +5.0% | 15,679 | $979K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.07% | Add +26.4% | 15,675 | $979K |
| Crux Wealth Advisors | 0.36% | Add +1.2% | 15,665 | $979K |
| FSA Advisors, Inc. | 0.68% | Reduce -70.6% | 15,642 | $977K |
| Richard W. Paul & Associates, LLC | 0.32% | Add +0.3% | 15,637 | $977K |
| Transcend Capital Advisors, LLC | 0.08% | Add +33.8% | 15,632 | $977K |
| Phillips Financial Management, LLC | 0.06% | Reduce -6.2% | 15,589 | $974K |
| UNIVEST FINANCIAL Corp | 0.05% | Add +7.0% | 15,566 | $972K |
| Rainier Family Wealth Inc. | 0.73% | Add +0.5% | 15,562 | $972K |
| Fragasso Financial Advisors Inc | 0.06% | Reduce -0.9% | 15,540 | $971K |
| Tudor Financial Inc. | 0.50% | Add +5.1% | 15,535 | $970K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.12% | Add +0.4% | 15,504 | $969K |
| Santori & Peters, Inc. | 0.33% | Add +1.4% | 15,446 | $965K |
| Rice Partnership, LLC | 0.13% | Reduce -4.7% | 15,394 | $962K |
| Sound View Wealth Advisors Group, LLC | 0.06% | No change | 15,369 | $960K |
| Viewpoint Capital Management LLC | 0.42% | No change | 15,346 | $959K |
| Douglass Winthrop Advisors, LLC | 0.02% | Reduce -39.5% | 15,285 | $955K |
| Arsenal Capital Advisors LLC | 0.67% | — | 15,283 | $955K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 15,240 | $952K |
| Aspire Capital Advisors LLC | 0.22% | No change | 15,225 | $951K |
| Pacific Sage Partners, LLC | 0.15% | Add +36.4% | 15,167 | $947K |
| Twin City Private Wealth, LLC | 0.72% | Reduce -10.4% | 15,134 | $945K |
| Black Cypress Capital Management, LLC | 0.66% | Reduce -1.4% | 15,121 | $945K |
| RAM Investment Partners, LLC | 0.17% | Reduce -11.4% | 15,115 | $944K |
| National Wealth Management Group, LLC | 0.33% | Add +139.6% | 15,065 | $941K |
| Vantage Point Financial LLC | 0.34% | Add +3.4% | 15,063 | $941K |
| My Personal CFO, LLC | 0.39% | Reduce -87.6% | 15,045 | $940K |
| Richards, Merrill & Peterson, Inc. | 0.36% | Add +6.3% | 15,020 | $938K |
| Stephens Consulting, LLC | 0.30% | Reduce -0.4% | 15,015 | $938K |
| Adamsbrown Wealth Consultants LLC | 0.26% | Reduce -0.9% | 14,968 | $935K |
| Sonoma Private Wealth LLC | 1.13% | Add +3.1% | 14,918 | $932K |
| Lake Street Private Wealth, LLC | 0.11% | Reduce -0.9% | 14,869 | $929K |
| Bay Capital Advisors, LLC | 0.57% | Add +0.1% | 14,858 | $928K |
| Yoder Wealth Management, Inc. | 0.42% | No change | 14,841 | $927K |
| Waterfront Wealth Inc. | 0.18% | Add +7.3% | 13,980 | $927K |
| Beckerman Institutional, LLC | 0.52% | Add +0.7% | 14,748 | $921K |
| Capstone Wealth Management Group LLC | 0.56% | Add +23.3% | 14,716 | $919K |
| Edgestream Partners, L.P. | 0.03% | Reduce -46.0% | 14,701 | $918K |
| Innovative Wealth Building LLC | 0.67% | Add +14.0% | 14,691 | $918K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.31% | Reduce -1.3% | 14,682 | $917K |
| Modus Advisors, LLC | 0.24% | Reduce -0.2% | 14,680 | $917K |
| Elser Financial Planning, Inc | 0.66% | Reduce -3.9% | 14,659 | $916K |
| Exchange Bank | 0.63% | Reduce -0.3% | 14,642 | $915K |
| Carmel Capital Partners, LLC | 0.32% | Add +3.2% | 14,566 | $910K |
| Sage Rhino Capital LLC | 0.17% | Add +3.2% | 14,474 | $904K |
| Ascentis Independent Advisors | 0.15% | Add +13.7% | 14,452 | $903K |
| Kintra Wealth, LLC | 0.13% | New | 14,412 | $900K |
| Strategic Advisory Partners, LLC | 0.75% | — | 14,388 | $899K |
| Capital Advantage, Inc. | 0.12% | Reduce -0.6% | 14,382 | $898K |
| TriaGen Wealth Management LLC | 0.23% | No change | 14,353 | $897K |
| First National Bank & Trust Co. of Newtown | 0.16% | Add +0.1% | 14,340 | $896K |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 0.84% | — | 14,305 | $894K |
| Vigilare Wealth Management | 0.30% | No change | 14,300 | $893K |
| 55 North Private Wealth, LLC | 0.23% | — | 14,269 | $891K |
| Skyline Advisors, Inc. | 0.30% | Add +14.9% | 14,267 | $891K |
| Romano Brothers and Company | 0.10% | Reduce -2.7% | 14,262 | $891K |
| Golden Reserve Retirement LLC | 0.16% | New | 14,225 | $889K |
| Serenity Investment Advisors | 0.52% | — | 13,843 | $885K |
| BigSur Wealth Management LLC | 0.21% | No change | 14,100 | $881K |
| Richard P Slaughter Associates Inc | 0.18% | Add +3.5% | 14,092 | $880K |
| Performance Wealth Partners, LLC | 0.02% | Add +58.2% | 14,083 | $880K |
| 14B Captial Management LP | 0.70% | New | 14,000 | $875K |
| Sankala Group LLC | 0.70% | — | 12,435 | $873K |
| Global Assets Advisory, LLC | 0.25% | Add +37.3% | 13,922 | $870K |
| Evernest Financial Advisors, LLC | 0.18% | Reduce -26.1% | 12,710 | $869K |
| First Merchants Corp. | 0.03% | Add +4.4% | 13,903 | $869K |
| Clarendon Private LLC | 0.73% | No change | 13,868 | $866K |
| Fort Vancouver Investment Management, LLC | 0.46% | Reduce -16.9% | 13,845 | $865K |
| Intelligence Driven Advisers, LLC | 0.12% | Add +4.6% | 13,813 | $863K |
| TCI Wealth Advisors, Inc. | 0.05% | Add +2.0% | 13,809 | $863K |
| Potomac Fund Management Inc. | 0.03% | Reduce -3.5% | 13,749 | $859K |
| Kera Capital Partners, Inc. | 0.11% | Add +15.9% | 12,970 | $859K |
| True Vision MN LLC | 0.44% | Reduce -7.1% | 13,736 | $858K |
| First National Bank of Hutchinson | 0.50% | No change | 13,732 | $858K |
| BCS Wealth Management | 0.09% | Add +96.9% | 13,726 | $857K |
| Fiscal Wisdom Wealth Management, LLC | 0.81% | Add +34.3% | 13,724 | $857K |
| Advisory Alpha, LLC | 0.02% | Add +7.1% | 13,712 | $857K |
| LS Investment Advisors, LLC | 0.12% | Reduce -14.1% | 13,711 | $857K |
| Dentgroup LLC | 0.58% | Reduce -17.7% | 13,618 | $851K |
| NorthCrest Asset Manangement, LLC | 0.02% | Reduce -5.2% | 13,294 | $850K |
| Accurate Wealth Management, LLC | 0.11% | Reduce -13.1% | 13,143 | $848K |
| Spinnaker Investment Group, LLC | 0.15% | Add +31.2% | 13,539 | $846K |
| MA Private Wealth | 0.14% | Reduce -22.5% | 13,527 | $845K |
| Raleigh Capital Management Inc. | 0.31% | Reduce -12.4% | 13,507 | $844K |
| Fortress Financial Group, LLC | 0.62% | Add +0.1% | 13,483 | $842K |
| Forthright Family Wealth Advisory LLC | 0.53% | Reduce -5.1% | 13,465 | $841K |
| Annex Advisory Services, LLC | 0.02% | Add +1.3% | 13,350 | $834K |
| Revisor Wealth Management LLC | 0.22% | Add +30.2% | 13,008 | $834K |
| Godfrey Financial Associates, Inc. | 0.72% | — | 13,301 | $831K |
| Causey Wealth LLC | 0.38% | Reduce -5.9% | 13,285 | $830K |
| Bluespring Wealth Management, LLC | 0.07% | Reduce -3.9% | 13,272 | $829K |
| Koesten, Hirschmann & Crabtree, INC. | 0.41% | Reduce -3.3% | 13,251 | $828K |
| Pathway Financial Advisors LLC | 0.10% | Reduce -7.5% | 12,798 | $821K |
| Independence Bank of Kentucky | 0.10% | No change | 13,135 | $821K |
| Approach Retirement Advisors, LLC | 0.71% | — | 13,128 | $820K |
| Bluesphere Advisors LLC | 0.36% | Add +2.3% | 13,118 | $819K |
| Alaethes Wealth, LLC | 0.23% | Add +7.5% | 13,083 | $817K |
| St. Clair Advisors, LLC | 0.21% | Add +1.7% | 13,049 | $815K |
| Ritter Daniher Financial Advisory LLC / DE | 0.14% | Add +4.0% | 13,048 | $815K |
| Resonant Capital Advisors, LLC | 0.04% | No change | 13,000 | $812K |
| Claro Advisors Inc. | 0.11% | Reduce -3.0% | 12,966 | $810K |
| GEM Asset Management, LLC | 0.36% | Add +48.0% | 12,672 | $809K |
| Apollon Financial, LLC | 0.12% | Add +2.9% | 12,897 | $806K |
| Petix & Botte Co | 0.18% | Add +4.9% | 12,888 | $805K |
| Silver Oak Wealth Advisors Services, LLC | 0.52% | Reduce -0.5% | 12,875 | $804K |
| Arkos Global Advisors | 0.10% | Reduce -5.4% | 12,871 | $804K |
| Sound Income Strategies, LLC | 0.04% | Add +31.9% | 12,337 | $804K |
| Venturi Wealth Management, LLC | 0.04% | Reduce -45.1% | 12,853 | $803K |
| Warren Street Wealth Advisors, LLC | 0.23% | Reduce -34.6% | 12,809 | $800K |
| DecisionPoint Financial, LLC | 0.18% | Reduce -0.3% | 12,789 | $799K |
| Eagle Global Advisors LLC | 0.03% | Add +1.5% | 12,785 | $799K |
| Gateway Wealth Partners, LLC | 0.09% | Add +39.5% | 12,782 | $798K |
| Fiduciary Alliance LLC | 0.05% | Add +39.5% | 12,710 | $794K |
| Elgethun Capital Management | 0.14% | Add +1.4% | 12,676 | $792K |
| Objective Capital Management, LLC | 0.80% | No change | 12,640 | $790K |
| Integrated Wealth Management | 0.88% | — | 12,577 | $786K |
| Brookwood Investment Group LLC | 0.09% | Add +0.4% | 12,560 | $785K |
| Forefront Wealth Partners, LLC | 0.37% | Reduce -89.8% | 12,550 | $784K |
| Viawealth, LLC | 0.44% | Reduce -0.1% | 12,550 | $784K |
| Redmond Asset Management, LLC | 0.20% | Add +0.1% | 12,545 | $784K |
| Darden Wealth Group Inc | 0.38% | Add +0.1% | 12,515 | $782K |
| Powers Advisory Group, LLC | 0.29% | Add +8.4% | 12,508 | $781K |
| W1M Asset Management Ltd | 0.01% | Reduce -23.9% | 12,478 | $779K |
| Capital Squared Financial LLC | 0.61% | Add +22.3% | 12,459 | $778K |
| Wealth Dimensions Group, Ltd. | 0.15% | Reduce -4.8% | 12,457 | $778K |
| Integral Investment Advisors, Inc. | 0.19% | Add +20.4% | 12,453 | $778K |
| Everett Harris & Co. | 0.01% | Add +8.4% | 12,450 | $778K |
| Fayez Sarofim & Co | 0.00% | No change | 12,444 | $777K |
| Round Rock Advisors LLC | 0.12% | Add +0.1% | 12,433 | $777K |
| Opulen Financial Group LLC | 0.56% | Add +0.6% | 12,388 | $774K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.26% | Reduce -1.4% | 12,283 | $767K |
| Outbound Financial Inc | 0.60% | No change | 12,280 | $767K |
| VeraBank, N.A. | 0.14% | Reduce -0.3% | 12,267 | $766K |
| Hobart Private Capital, LLC | 0.15% | Reduce -57.9% | 12,253 | $765K |
| Missouri Trust & Investment Co | 0.22% | Reduce -0.5% | 12,206 | $763K |
| Cambiar Investors LLC | 0.03% | Add +221.0% | 12,201 | $762K |
| Freedom Investment Management, Inc. | 0.22% | Reduce -0.7% | 12,167 | $760K |
| Alpha Financial Advisors, LLC | 0.23% | Reduce -4.0% | 12,154 | $759K |
| River Wealth Advisors LLC | 0.09% | Add +1.3% | 12,143 | $759K |
| Laffer Tengler Investments, Inc. | 0.13% | No change | 12,142 | $759K |
| Center For Asset Management LLC | 0.40% | Reduce -0.1% | 12,098 | $756K |
| Peak Wealth Management LLC | 0.63% | — | 12,089 | $755K |
| Virtue Asset Management LLC | 0.61% | Reduce -3.0% | 12,080 | $755K |
| Pearl Planning LLC | 0.46% | — | 12,078 | $755K |
| Cornerstone Financial Group, LLC | 0.53% | Add +8.1% | 12,073 | $754K |
| Radnor Capital Management, LLC | 0.11% | No change | 12,020 | $751K |
| Sheridan Capital Management, LLC | 0.38% | Reduce -0.8% | 12,008 | $750K |
| TrueWealth Advisors, LLC | 0.19% | Reduce -23.3% | 11,995 | $749K |
| Farmers National Bank | 0.17% | Add +11.3% | 11,985 | $749K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.09% | — | 11,961 | $747K |
| Kesler, Norman & Wride, LLC | 0.13% | New | 11,954 | $747K |
| apricus wealth, LLC | 0.38% | Add +20.1% | 11,951 | $747K |
| Stanley-Laman Group, Ltd. | 0.09% | Add +4.2% | 11,941 | $746K |
| Abbot Financial Management, Inc. | 0.31% | Add +1.6% | 11,911 | $744K |
| Foguth Wealth Management, LLC. | 0.12% | — | 11,759 | $743K |
| HTG Investment Advisors, Inc. | 0.23% | Add +1.5% | 11,879 | $742K |
| Princeton Global Asset Management LLC | 0.12% | Add +76.1% | 11,830 | $739K |
| Heritage Investors Management Corp. | 0.02% | Reduce -7.5% | 11,826 | $739K |
| MeadowBrook Investment Advisors LLC | 0.64% | Add +0.1% | 11,810 | $738K |
| Requisite Capital Management, LLC | 0.14% | New | 11,792 | $737K |
| Sachetta, LLC | 0.40% | Reduce -54.9% | 11,769 | $735K |
| Barnes Dennig Private Wealth Management LLC | 0.74% | No change | 11,757 | $734K |
| Asset Management Group, Inc. | 0.12% | Reduce -1.0% | 11,725 | $732K |
| West Michigan Advisors, LLC | 0.17% | Add +4.6% | 11,719 | $732K |
| Kingdom Financial Group LLC. | 0.23% | Add +245.1% | 11,683 | $730K |
| Guardian Financial Partners, LLC | 0.31% | Add +1.7% | 11,672 | $729K |
| Dodds Wealth, LLC | 0.18% | Reduce -11.8% | 11,672 | $729K |
| Fourth Dimension Wealth, LLC | 0.27% | Add +0.4% | 11,660 | $728K |
| Lee Danner & Bass Inc. | 0.05% | Add +4.2% | 11,642 | $727K |
| Town Capital LLC | 0.59% | — | 11,640 | $727K |
| Villere St Denis J & Co. LLC | 0.07% | No change | 11,610 | $725K |
| Capital Planning LLC | 0.20% | Add +27.1% | 11,471 | $725K |
| Quantum Financial Advisors, LLC | 0.08% | No change | 11,572 | $723K |
| Asempa Wealth Advisors | 0.62% | — | 11,572 | $723K |
| Oak Wealth Advisors LLC | 0.41% | No change | 11,549 | $721K |
| Wellspring Financial Advisors, LLC | 0.06% | Reduce -0.9% | 11,523 | $720K |
| Clarkston Capital Partners, LLC | 0.02% | New | 11,523 | $720K |
| Urban Financial Advisory Corp | 0.28% | Add +1.5% | 11,498 | $718K |
| Curtis Advisory Group, LLC | 0.15% | Reduce -1.6% | 11,488 | $718K |
| Hemenway Trust Co LLC | 0.05% | Add +25.6% | 11,458 | $716K |
| Empirical Asset Management, LLC | 0.20% | Reduce -2.0% | 14,605 | $710K |
| Bedel Financial Consulting, Inc. | 0.08% | Reduce -10.6% | 11,355 | $709K |
| Grandfield & Dodd, LLC | 0.04% | No change | 11,350 | $709K |
| Ledyard National Bank | 0.06% | Reduce -11.3% | 11,350 | $709K |
| Nolet Wealth Management, LLC | 0.40% | — | 11,344 | $709K |
| Planned Solutions, Inc. | 0.23% | Reduce -1.4% | 11,329 | $708K |
| Chatham Capital Group, Inc. | 0.10% | No change | 11,260 | $703K |
| CRA Financial Services, LLC | 0.09% | Add +60.2% | 11,254 | $703K |
| Matisse Capital | 0.31% | No change | 11,228 | $701K |
| Summit Wealth & Retirement Planning, Inc. | 0.16% | Add +0.0% | 11,129 | $695K |
| Sherman Asset Management, Inc. | 0.59% | Reduce -10.2% | 11,125 | $695K |
| River's Edge Wealth Management, LLC | 0.68% | — | 10,105 | $695K |
| Forza Wealth Management, LLC | 0.25% | Reduce -9.2% | 11,083 | $692K |
| Fund Evaluation Group, LLC | 0.02% | Reduce -3.6% | 11,074 | $692K |
| CWS Financial Advisors, LLC | 0.19% | Add +17.1% | 11,063 | $691K |
| Keating Financial Advisory Services, Inc. | 0.09% | — | 11,048 | $690K |
| InTrack Investment Management Inc | 0.39% | Reduce -0.0% | 11,047 | $690K |
| Carnegie Investment Counsel | 0.01% | Add +8.0% | 10,951 | $684K |
| Frontier Asset Management, LLC | 0.16% | Add +2.1% | 10,941 | $683K |
| Van Den Berg Management I, Inc. | 0.16% | Reduce -5.7% | 10,895 | $681K |
| SKY-Mountain Capital Management, Inc. | 0.45% | Add +23.1% | 10,266 | $678K |
| MJT & Associates Financial Advisory Group, Inc. | 0.51% | No change | 10,848 | $678K |
| Selective Wealth Management, Inc. | 0.21% | Add +2.2% | 10,418 | $677K |
| ORG Partners LLC | 0.12% | Reduce -4.1% | 10,803 | $675K |
| Independent Wealth Network Inc. | 0.21% | Reduce -7.5% | 10,792 | $674K |
| J. Derek Lewis & Associates Inc. | 0.16% | — | 10,738 | $671K |
| Acumen Wealth Advisors, LLC | 0.19% | — | 10,624 | $664K |
| Braun-Bostich & Associates Inc. | 0.41% | Add +30.1% | 10,609 | $663K |
| American State Bank (Iowa) | 0.32% | Add +16.4% | 10,590 | $662K |
| SwitchPoint Financial Planning, LLC | 0.46% | No change | 10,580 | $661K |
| Argyle Capital Partners, LLC | 0.48% | Add +6.0% | 10,571 | $660K |
| Tepp RIA, LLC | 0.65% | Reduce -0.6% | 10,567 | $660K |
| Investor's Fiduciary Advisor Network, LLC | 0.14% | New | 10,547 | $658K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.10% | Add +100.0% | 10,230 | $656K |
| Yeomans Consulting Group, Inc. | 0.19% | New | 10,489 | $655K |
| Engineers Gate Manager LP | 0.01% | New | 10,483 | $655K |
| Integrity Investment Advisors, LLC | 0.36% | New | 10,476 | $654K |
| Segment Wealth Management, LLC | 0.04% | New | 10,470 | $654K |
| Heritage Wealth Advisors | 0.02% | Add +0.8% | 10,436 | $652K |
| Hubbell Strickland Wealth Management, LLC | 0.26% | Add +32.7% | 10,387 | $649K |
| Putney Financial Group LLC | 0.61% | Add +7.5% | 10,362 | $647K |
| Shakespeare Wealth Management, LLC | 0.14% | No change | 10,343 | $646K |
| Elyxium Wealth, LLC | 0.18% | Add +1.1% | 10,319 | $645K |
| Sierra Ocean, LLC | 0.53% | No change | 10,263 | $641K |
| Foster Dykema Cabot & Partners, LLC | 0.04% | Reduce -2.1% | 10,255 | $641K |
| Latitude Advisors, LLC | 0.28% | Reduce -17.3% | 10,250 | $640K |
| GWN Securities Inc. | 0.13% | Add +8.1% | 10,239 | $640K |
| North Berkeley Wealth Management, LLC | 0.38% | Add +8.0% | 10,196 | $637K |
| Zions Bancorporation, National Association | 0.03% | No change | 10,104 | $631K |
| Holistic Financial Partners | 0.23% | Add +3.4% | 10,098 | $631K |
| Richmond Investment Services, LLC | 0.11% | Reduce -1.6% | 10,088 | $630K |
| Atlas Brown,Inc. | 0.19% | No change | 10,055 | $628K |
| Beacon Financial Advisory LLC | 0.15% | Reduce -3.0% | 10,047 | $628K |
| Louisbourg Investments Inc. | 0.12% | No change | 10,000 | $625K |
| Cordatus Wealth Management LLC | 0.14% | No change | 9,977 | $623K |
| IPG Investment Advisors LLC | 0.11% | Reduce -7.3% | 9,965 | $623K |
| Vicus Capital | 0.05% | Add +1.2% | 9,938 | $621K |
| Robinhood Asset Management, LLC | 0.05% | — | 9,899 | $618K |
| Lincoln Capital LLC | 0.11% | Add +0.0% | 9,863 | $616K |
| Wealth Alliance, LLC | 0.06% | Add +2.3% | 9,839 | $615K |
| B&D White Capital Company, LLC | 0.07% | Add +30.4% | 9,838 | $615K |
| Cornerstone Advisors Asset Management, LLC | 0.10% | Reduce -27.8% | 9,833 | $614K |
| Great Point Wealth Advisors, LLC | 0.11% | Reduce -2.8% | 9,802 | $612K |
| Mustard Seed Financial, LLC | 0.38% | Add +1.4% | 9,775 | $611K |
| McLean Asset Management Corp | 0.11% | Reduce -11.5% | 9,392 | $609K |
| NWF Advisory Services Inc. | 0.07% | Add +12.9% | 9,751 | $609K |
| Peak Asset Management, LLC | 0.10% | No change | 9,731 | $608K |
| TL Private Wealth | 0.23% | Add +1.7% | 9,396 | $606K |
| Tocqueville Asset Management L.P. | 0.01% | Add +21.2% | 9,702 | $606K |
| Cherry Creek Investment Advisors, Inc. | 0.26% | Reduce -13.5% | 9,685 | $605K |
| Rooted Wealth Advisors, Inc. | 0.17% | Reduce -0.0% | 9,054 | $605K |
| Piscataqua Savings Bank | 0.42% | Add +1151.0% | 9,620 | $601K |
| Alexander Randolph Advisory, Inc. | 0.50% | No change | 9,578 | $598K |
| OMNI 360 Wealth, Inc. | 0.30% | Add +93.5% | 9,155 | $594K |
| LCNB Corp. | 0.20% | Reduce -11.6% | 9,478 | $592K |
| Meramec Financial Planners, LLC | 0.23% | — | 8,787 | $592K |
| Alteri Wealth LLC | 0.19% | Add +8.8% | 9,439 | $590K |
| GW&K Investment Management, LLC | 0.01% | Add +8.1% | 9,430 | $589K |
| Brooklyn Investment Group | 0.03% | Add +124.8% | 9,385 | $589K |
| Pinnacle Wealth Planning Services, Inc. | 0.06% | Add +4.7% | 9,376 | $586K |
| Icon Wealth Advisors, LLC | 0.04% | Reduce -13.8% | 9,367 | $585K |
| Private Wealth Group, LLC | 0.28% | No change | 9,356 | $584K |
| Community Bank of Raymore | 0.40% | No change | 9,330 | $583K |
| Stage Harbor Financial, LLC | 0.39% | Reduce -10.6% | 9,328 | $583K |
| KKM Financial LLC | 0.10% | Add +3.4% | 9,301 | $581K |
| High Probability Advisors, LLC | 0.08% | Add +143.7% | 9,286 | $580K |
| Insight Advisors, LLC/ PA | 0.09% | Add +2.7% | 9,265 | $579K |
| Capstone Financial Advisors, Inc. | 0.03% | Add +18.2% | 9,257 | $578K |
| Pasadena Private Wealth, LLC | 0.08% | Reduce -0.9% | 9,250 | $578K |
| Altar Rock LLC | 0.69% | — | 9,210 | $575K |
| PCG Wealth Advisors, LLC | 0.16% | Add +10.4% | 9,202 | $575K |
| Michels Family Financial, LLC | 0.42% | Add +4.7% | 9,151 | $572K |
| Webster Bank, N. A. | 0.05% | No change | 9,146 | $571K |
| Ruedi Wealth Management, Inc. | 0.15% | Add +3.8% | 9,139 | $571K |
| Elevation Wealth Management LLC | 0.54% | — | 9,092 | $568K |
| ABLE Financial Group, LLC | 0.12% | Add +128.9% | 9,091 | $568K |
| Impact Partnership Wealth, LLC | 0.07% | Add +1.4% | 9,058 | $566K |
| Dunhill Financial, LLC | 0.18% | Add +145.8% | 9,050 | $565K |
| Northland Securities, Inc. | 0.54% | — | 9,033 | $564K |
| Denver PWM, LLC | 0.19% | No change | 9,897 | $564K |
| Burney Co./ | 0.02% | Add +14.2% | 9,028 | $564K |
| Valtinson Bruner Financial Planning LLC | 0.16% | Reduce -1.3% | 9,022 | $564K |
| Kagan Cocozza Asset Management | 0.40% | Reduce -0.5% | 9,014 | $563K |
| First Interstate Bank | 0.03% | Reduce -2.5% | 8,973 | $561K |
| SeaBridge Investment Advisors LLC | 0.09% | No change | 8,959 | $560K |
| First Foundation Advisors | 0.02% | Add +2.3% | 8,935 | $558K |
| HBW Advisory Services LLC | 0.06% | Add +11.6% | 8,932 | $558K |
| Kelly Financial Services LLC | 0.14% | Reduce -17.0% | 8,895 | $556K |
| Wimmer Associates 1, LLC | 0.26% | Reduce -5.0% | 8,890 | $555K |
| BWM Planning, LLC | 0.15% | Add +0.2% | 8,867 | $554K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 8,847 | $552K |
| B & T Capital Management DBA Alpha Capital Management | 0.08% | Add +1.6% | 8,807 | $550K |
| Key Client Fiduciary Advisors, LLC | 0.19% | Reduce -0.8% | 8,730 | $545K |
| Archer Investment Management, LLC | 0.29% | Add +4.3% | 8,687 | $543K |
| 5th Street Advisors, LLC | 0.25% | New | 8,651 | $540K |
| Coordinated Financial Services, Inc. | 0.31% | Add +0.9% | 8,648 | $540K |
| Garden State Investment Advisory Services LLC | 0.13% | Add +7.1% | 8,609 | $538K |
| Stone Loft Wealth Management LLC | 0.50% | — | 8,592 | $537K |
| MBL Wealth, LLC | 0.04% | Add +45.9% | 8,584 | $536K |
| Torrey-Payne Wealth Management, LLC | 0.48% | — | 8,099 | $535K |
| Patten Group, Inc. | 0.10% | Add +5.6% | 8,555 | $534K |
| Harbour Investment Management LLC | 0.28% | No change | 8,544 | $534K |
| Ares Financial Consulting, LLC | 0.51% | — | 8,539 | $533K |
| Fourpath Capital Management, LLC | 0.07% | Add +0.1% | 8,535 | $533K |
| Seneschal Advisors, LLC | 0.39% | Add +0.8% | 8,515 | $532K |
| Welch Group, LLC | 0.02% | Reduce -18.7% | 8,513 | $532K |
| Battery Global Advisors, LLC | 0.25% | Reduce -99.0% | 3,770 | $532K |
| TBH Global Asset Management, LLC | 0.09% | Reduce -6.0% | 8,507 | $531K |
| Beacon Bank & Trust | 0.11% | Add +23.0% | 8,501 | $531K |
| SVRN Asset Management, LLC | 0.44% | — | 8,500 | $531K |
| Collaborative Wealth Managment Inc. | 0.19% | Add +18.5% | 8,498 | $531K |
| Onyx Bridge Wealth Group LLC | 0.06% | Add +0.3% | 8,494 | $531K |
| HHM Wealth Advisors, LLC | 0.06% | No change | 8,493 | $531K |
| Gibson Capital, LLC | 0.10% | No change | 8,469 | $529K |
| Retirement Income Solutions, Inc. | 0.09% | Add +50.5% | 8,436 | $527K |
| Financial Alternatives, Inc | 0.31% | Add +0.1% | 8,421 | $526K |
| Moss Adams Wealth Advisors LLC | 0.04% | Reduce -1.7% | 8,405 | $525K |
| KPP Advisory Services LLC | 0.08% | No change | 8,394 | $524K |
| Pettyjohn, Wood & White, Inc. | 0.08% | Reduce -0.6% | 8,357 | $522K |
| Rothschild Investment LLC | 0.03% | Add +17.2% | 8,325 | $520K |
| Wealth Management Nebraska | 0.06% | Add +1.1% | 8,324 | $520K |
| Oak Harvest Investment Services | 0.06% | Add +40.1% | 8,312 | $519K |
| AA Financial Advisors, LLC | 0.10% | Add +41.6% | 8,278 | $517K |
| Next Level Private LLC | 0.14% | Add +1.7% | 8,267 | $516K |
| Kendall Capital Management | 0.11% | Add +21.5% | 8,264 | $516K |
| Element Wealth, LLC | 0.21% | Reduce -0.3% | 8,256 | $516K |
| Briggs Wealth Management, Inc | 0.55% | — | 8,193 | $512K |
| Werba Rubin Papier Wealth Management | 0.14% | Reduce -2.1% | 8,188 | $511K |
| Citrine Capital LLC | 0.24% | No change | 8,182 | $511K |
| Allegheny Financial Group | 0.08% | Add +11.0% | 8,174 | $511K |
| Alliance Wealth Advisors, LLC | 0.24% | No change | 8,172 | $510K |
| GFS Advisors, LLC | 0.06% | No change | 8,159 | $510K |
| E-Wealth Partners, LLC | 0.43% | — | 8,154 | $509K |
| Breachway Investments LLC | 0.54% | — | 8,142 | $509K |
| Cozad Asset Management Inc. | 0.04% | Reduce -6.4% | 8,140 | $508K |
| Caitlin John, LLC | 0.33% | Add +1.5% | 8,132 | $508K |
| Harvest Investment Services, LLC | 0.10% | Add +27.9% | 8,102 | $506K |
| Anchor Investment Management, LLC | 0.04% | Add +0.6% | 8,096 | $506K |
| SkyOak Wealth, LLC | 0.09% | Add +0.5% | 8,090 | $505K |
| Vigil Wealth Management, LLC | 0.42% | — | 8,090 | $505K |
| COFG Advisors, LLC | 0.12% | — | 8,044 | $503K |
| Fortis Capital Management LLC | 0.07% | Reduce -0.4% | 8,025 | $501K |
| Traynor Capital Management, Inc. | 0.03% | Add +9.9% | 8,022 | $501K |
| First United Bank & Trust | 0.16% | No change | 8,015 | $501K |
| Aaron Wealth Advisors LLC | 0.03% | No change | 8,009 | $500K |
| Sendero Wealth Management, LLC | 0.06% | No change | 7,994 | $499K |
| Retirement Guys Formula LLC | 0.23% | Add +0.4% | 8,987 | $499K |
| Strategic Financial Partners, Ltd. | 0.22% | Reduce -5.9% | 7,971 | $498K |
| Brown Financial Advisory | 0.25% | No change | 7,903 | $494K |
| Detalus Advisors, LLC | 0.12% | Add +6.4% | 7,890 | $493K |
| Greenwood Capital Associates LLC | 0.05% | No change | 7,879 | $492K |
| Petersen Hastings Wealth Advisors Inc. | 0.05% | — | 7,867 | $491K |
| Northstar Advisory Group, LLC | 0.17% | Reduce -2.2% | 7,838 | $490K |
| Moody LYNN Lieberson & Walker, LLC | 0.03% | Reduce -0.2% | 7,831 | $489K |
| Inspire Advisors, LLC | 0.04% | Add +9.6% | 7,792 | $487K |
| Nvest Financial, LLC | 0.20% | Reduce -1.0% | 7,756 | $485K |
| Rare Wolf Capital LLC | 0.30% | — | 7,718 | $482K |
| Lam Group, Inc. | 0.28% | Add +0.2% | 7,713 | $482K |
| Haven Private, LLC | 0.21% | Reduce -1.0% | 7,703 | $481K |
| 21 West Wealth Management LLC | 0.44% | No change | 7,691 | $480K |
| Rathbones Group PLC | 0.00% | New | 7,681 | $480K |
| First Pacific Financial | 0.06% | Add +2.4% | 7,658 | $478K |
| Coastal Bridge Advisors, LLC | 0.04% | Add +1.6% | 7,658 | $478K |
| Diversified Management Inc. | 0.11% | — | 7,635 | $477K |
| SC&H Financial Advisors, Inc. | 0.07% | Add +54.8% | 7,624 | $476K |
| Concorde Asset Management, LLC | 0.19% | Add +3.9% | 7,593 | $474K |
| Parcion Private Wealth LLC | 0.03% | New | 7,591 | $474K |
| Howe & Rusling Inc. | 0.03% | Add +7.9% | 7,576 | $473K |
| Worth Asset Management, LLC | 0.20% | Add +8.7% | 7,576 | $473K |
| Global Wealth Strategies & Associates | 0.12% | Reduce -25.9% | 7,556 | $472K |
| Harbor Group, Inc. | 0.07% | Add +0.3% | 7,546 | $471K |
| Scratch Capital LLC | 0.31% | Add +10.5% | 7,524 | $470K |
| Quantum Financial Planning Services, Inc. | 0.17% | Add +97.9% | 7,515 | $469K |
| Fortitude Advisory Group L.L.C. | 0.20% | Add +31.0% | 7,513 | $469K |
| Iowa State Bank | 0.09% | No change | 7,511 | $469K |
| Miller Capital Partners, Inc. | 0.24% | — | 7,476 | $467K |
| Financial Management Network Inc. | 0.07% | Add +4.9% | 7,381 | $466K |
| Watchman Group, Inc. | 0.11% | Add +0.6% | 7,458 | $466K |
| Money Concepts Capital Corp. | 0.03% | Add +36.0% | 7,452 | $466K |
| Fell Capital Management | 0.45% | — | 7,438 | $465K |
| Voisard Asset Management Group, Inc. | 0.10% | Add +0.0% | 7,407 | $463K |
| Stone House Investment Management, LLC | 0.07% | Add +6.6% | 7,406 | $463K |
| Alpha Cubed Investments, LLC | 0.02% | Reduce -28.5% | 7,379 | $461K |
| Snider Financial Group | 0.12% | Reduce -25.2% | 7,363 | $460K |
| Maxele Advisors, LLC | 0.37% | Add +0.1% | 7,351 | $459K |
| Wealth Advisors of Iowa, LLC | 0.15% | New | 7,349 | $459K |
| Atomic Invest LLC | 0.26% | — | 7,267 | $456K |
| Sunbeam Capital Management, LLC | 0.27% | No change | 7,302 | $456K |
| Liberty Square Wealth Partners LLC | 0.13% | Reduce -44.6% | 7,301 | $456K |
| Astoria Portfolio Advisors LLC. | 0.10% | Reduce -4.2% | 6,590 | $456K |
| Whalen Wealth Management Inc. | 0.24% | Add +2.5% | 7,293 | $456K |
| Calamos Wealth Management LLC | 0.02% | Add +5.3% | 7,281 | $455K |
| Van Diest Capital, LLC | 0.68% | — | 7,272 | $454K |
| GM Advisory Group, LLC | 0.02% | Reduce -6.5% | 7,257 | $453K |
| Occidental Asset Management, LLC | 0.05% | Add +0.1% | 7,253 | $453K |
| LifeGoal Investments, LLC | 0.30% | Add +32.3% | 7,240 | $452K |
| Westover Capital Advisors, LLC | 0.08% | New | 7,233 | $452K |
| Mascagni Wealth Management, Inc. | 0.34% | Add +2.1% | 7,231 | $452K |
| Leeward Financial Partners, LLC | 0.13% | Reduce -16.9% | 7,228 | $452K |
| Parkwoods Wealth Partners, LLC | 0.13% | Add +15.6% | 7,217 | $451K |
| Able Wealth Management LLC | 0.14% | Add +6.9% | 7,208 | $450K |
| Physician Wealth Advisors, Inc. | 0.06% | Add +1.9% | 7,172 | $448K |
| Virtue Capital Management, LLC | 0.07% | Reduce -86.6% | 7,088 | $448K |
| Hidden Cove Wealth Management, LLC | 0.29% | Reduce -1.4% | 7,168 | $448K |
| Tme Financial, Inc. | 0.31% | Add +6.5% | 7,134 | $446K |
| Austin Asset Management Co Inc | 0.08% | Add +29.2% | 7,133 | $446K |
| Stonebridge Financial Group, LLC | 0.04% | No change | 7,127 | $445K |
| Keyes, Stange & Wooten Wealth Management, LLC | 0.21% | Reduce -1.4% | 7,119 | $445K |
| Hollencrest Capital Management | 0.02% | No change | 7,117 | $445K |
| Columbia River Financial Group, LLC | 0.27% | Add +13.7% | 7,123 | $444K |
| Heritage Wealth Management, Inc. | 0.29% | No change | 7,105 | $444K |
| CIBC Asset Management Inc | 0.00% | New | 7,105 | $444K |
| Lifeworks Advisors, LLC | 0.06% | New | 7,093 | $443K |
| Clark Financial Services Group Inc. | 0.24% | Add +3.0% | 6,927 | $443K |
| Yoffe Investment Management, LLC | 0.57% | No change | 7,089 | $443K |
| AssuredPartners Investment Advisors, LLC | 0.07% | Add +1.9% | 7,089 | $443K |
| American National Bank of Texas | 0.43% | Reduce -4.1% | 7,087 | $443K |
| Custos Family Office, LLC | 0.30% | Add +0.7% | 7,084 | $443K |
| Sunpointe, LLC | 0.15% | Reduce -0.5% | 7,084 | $443K |
| Stanich Group LLC | 0.33% | Add +0.0% | 7,065 | $441K |
| Ellsworth Advisors, LLC | 0.09% | Add +0.9% | 6,728 | $437K |
| Balance Wealth Partners LLC | 0.14% | Add +0.7% | 6,957 | $435K |
| Synergy Investment Management, LLC | 0.15% | No change | 6,957 | $435K |
| LaSalle St. Investment Advisors, LLC | 0.07% | Reduce -0.5% | 6,951 | $434K |
| Liberty Atlantic Advisors LLC | 0.42% | — | 6,892 | $431K |
| Private Client Services, LLC | 0.13% | Add +1.3% | 6,877 | $430K |
| Garner Asset Management Corp | 0.16% | New | 6,845 | $428K |
| Markin Asset Management, LP | 0.47% | — | 6,837 | $427K |
| O'Connor Financial Group LLC | 0.17% | Add +0.1% | 6,476 | $426K |
| Colonial River Investments, LLC | 0.15% | Reduce -7.0% | 6,808 | $425K |
| Lakeridge Wealth Management LLC | 0.19% | Add +24.8% | 6,790 | $424K |
| Emerald Advisors, LLC | 0.06% | Reduce -10.3% | 6,771 | $423K |
| Realta Investment Advisors | 0.14% | Add +7.8% | 6,768 | $423K |
| Bright Futures Wealth Management, LLC. | 0.31% | Add +6.0% | 6,751 | $422K |
| Provenance Wealth Advisors, LLC | 0.05% | No change | 6,728 | $420K |
| Westfuller Advisors, LLC | 0.17% | Add +1.7% | 6,726 | $420K |
| HBE Wealth Management, LLC | 0.40% | — | 6,724 | $420K |
| Stonebridge Capital Advisors LLC | 0.03% | Reduce -14.4% | 6,720 | $420K |
| Evolution Wealth Advisors, LLC | 0.04% | Reduce -0.5% | 6,719 | $420K |
| M1 Capital Management LLC | 0.18% | No change | 6,718 | $420K |
| CM Wealth Advisors LLC | 0.09% | No change | 6,698 | $418K |
| Hibernia Wealth Partners, LLC | 0.13% | Add +87.8% | 6,682 | $417K |
| J.M. Arbour, LLC | 0.42% | — | 6,666 | $416K |
| Cedar Point Capital Partners, LLC | 0.27% | Add +2.0% | 6,655 | $416K |
| Chris Bulman Inc | 0.18% | Add +28.4% | 6,643 | $415K |
| Newman Dignan & Sheerar, Inc. | 0.09% | No change | 6,617 | $413K |
| Atlas Capital Advisors Inc. | 0.05% | — | 6,615 | $413K |
| Legacies Wealth LLC | 0.23% | New | 6,603 | $412K |
| JDH Wealth Management, LLC | 0.28% | No change | 6,583 | $411K |
| Donaldson Capital Management, LLC | 0.01% | Reduce -23.3% | 6,557 | $410K |
| Arcadia Wealth Management, Inc. | 0.23% | No change | 6,551 | $409K |
| OneAscent Wealth Management LLC | 0.14% | Add +1.7% | 6,526 | $408K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.16% | Add +0.6% | 6,517 | $407K |
| Alta Wealth Advisors LLC | 0.14% | Add +15.8% | 6,513 | $407K |
| Monarch Capital Management Inc. | 0.10% | No change | 6,498 | $406K |
| Guidance Point Advisors, LLC | 0.10% | Add +5.0% | 6,489 | $406K |
| Lafayette Investments, Inc. | 0.08% | New | 6,480 | $405K |
| Schorn Wealth LLC | 0.12% | Reduce -0.4% | 6,473 | $404K |
| Conquis Financial LLC | 0.35% | Add +5.1% | 6,471 | $404K |
| Mainsail Asset Management, LLC | 0.17% | Add +3.7% | 6,459 | $404K |
| ATLas Financial Planning LLC | 0.40% | — | 6,449 | $403K |
| Prodigy Asset Management LLC | 0.14% | No change | 6,433 | $402K |
| First Business Financial Services, Inc. | 0.04% | Reduce -1.3% | 6,432 | $402K |
| Millennium Management | 0.00% | Reduce -82.5% | 6,425 | $401K |
| Legacy Advisors, LLC | 0.04% | New | 6,415 | $401K |
| First Financial Group Corp | 0.34% | No change | 6,409 | $400K |
| Aspiring Ventures, LLC | 0.14% | Reduce -11.9% | 6,372 | $398K |
| SWP Financial LLC | 0.20% | Reduce -0.7% | 6,362 | $397K |
| Advisory Advocates, LLC | 0.40% | — | 6,359 | $397K |
| Market Street Wealth Management Advisors LLC | 0.06% | Add +0.1% | 6,356 | $397K |
| Patton Albertson Miller Group, LLC | 0.05% | No change | 6,340 | $396K |
| BCM Advisors, LLC | 0.08% | No change | 6,018 | $396K |
| Compass Financial Group, INC | 0.06% | Add +0.3% | 6,336 | $396K |
| Accredited Investor Services, LLC | 0.26% | No change | 6,333 | $396K |
| Index Fund Advisors, Inc. | 0.02% | Add +1.7% | 6,310 | $394K |
| Ballast Rock Private Wealth LLC | 0.25% | — | 6,299 | $394K |
| Advance Capital Management, Inc. | 0.02% | Reduce -46.2% | 6,252 | $391K |
| Sterling Investment Advisors LLC | 0.19% | Reduce -4.4% | 6,231 | $389K |
| ARK & TLK Investments, LLC | 0.11% | No change | 6,221 | $389K |
| Morangie Management LLC | 0.31% | No change | 6,217 | $388K |
| Everest Private Wealth | 0.22% | No change | 6,187 | $387K |
| Noesis Capital Mangement Corp. | 0.06% | Add +39.8% | 6,166 | $385K |
| S&co Inc. | 0.02% | No change | 6,150 | $384K |
| Vantus Wealth LLC | 0.28% | — | 6,136 | $383K |
| Atwater Malick LLC | 0.11% | No change | 6,121 | $382K |
| Huntleigh Advisors, Inc. | 0.06% | Reduce -1.1% | 6,120 | $382K |
| Granite Bay Wealth Management, LLC | 0.09% | New | 6,106 | $381K |
| Vestia Personal Wealth Advisors | 0.19% | Add +1.4% | 5,846 | $380K |
| Bank Ozk | 0.13% | Reduce -0.5% | 6,073 | $379K |
| WealthCollab, LLC | 0.16% | Add +45.3% | 6,070 | $379K |
| Landaas & Co. /Wi | 0.08% | Add +0.4% | 6,070 | $379K |
| Persium Advisors, LLC | 0.28% | No change | 6,057 | $378K |
| SlateStone Wealth, LLC | 0.03% | No change | 6,053 | $378K |
| Twin Peaks Wealth Advisors, LLC | 0.11% | Add +49.2% | 5,509 | $377K |
| Amplius Wealth Advisors, LLC | 0.03% | Add +27.5% | 6,020 | $376K |
| Pin Oak Investment Advisors Inc. | 0.26% | Reduce -6.7% | 5,559 | $375K |
| Tull Financial Group, Inc. | 0.16% | Add +3.5% | 5,989 | $374K |
| Intrua Financial, LLC | 0.04% | Add +4.7% | 5,970 | $373K |
| Evolution Wealth Management Inc. | 0.31% | Add +7.4% | 5,962 | $372K |
| Sit Investment Associates Inc. | 0.01% | No change | 5,955 | $372K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +1.3% | 5,952 | $372K |
| Focused Alpha, LLC | 0.11% | — | 5,931 | $370K |
| Impact Capital Partners LLC | 0.11% | Reduce -0.2% | 5,927 | $370K |
| Sunbelt Securities, Inc. | 0.02% | Add +3.0% | 5,923 | $370K |
| American National Bank & Trust | 0.03% | No change | 5,911 | $369K |
| Base Wealth Management LLC | 0.20% | Add +2.1% | 5,885 | $368K |
| Penobscot Investment Management Company, Inc. | 0.03% | Reduce -18.7% | 5,876 | $367K |
| Tribridge Partners Financial LLC | 0.15% | No change | 5,858 | $366K |
| Harbor Investment Advisory, LLC | 0.03% | Add +124.8% | 5,854 | $366K |
| Ti-Trust, Inc. | 0.23% | Reduce -0.3% | 5,853 | $366K |
| Hazlett, Burt & Watson, Inc. | 0.12% | Add +324.7% | 5,831 | $364K |
| Melfa Wealth Management, Inc. | 0.21% | Add +0.1% | 5,817 | $363K |
| Pioneer Family Office, LLC | 0.25% | — | 5,814 | $363K |
| Westbourne Investments, Inc. | 0.17% | No change | 5,776 | $361K |
| Cardinal Point Capital Management ULC | 0.02% | Add +5.1% | 5,774 | $361K |
| Yardley Wealth Management LLC | 0.19% | Reduce -13.9% | 5,772 | $361K |
| Canopy Partners, LLC | 0.12% | Add +61.7% | 5,768 | $360K |
| Wealth Group Ltd | 0.08% | Add +7.8% | 5,767 | $360K |
| O'Brien Wealth Partners LLC | 0.05% | New | 5,766 | $360K |
| Burk Holdings LLC | 0.17% | Add +57.4% | 5,764 | $360K |
| Providence Capital Advisors, LLC | 0.06% | Reduce -0.2% | 5,762 | $360K |
| Chicago Capital, LLC | 0.01% | Add +2.0% | 5,761 | $360K |
| Tradewinds, LLC. | 0.09% | Add +40.4% | 5,741 | $359K |
| Lee, Kelleher & Klein Wealth Management | 0.21% | No change | 5,740 | $359K |
| Torrey Growth & Income Advisors | 0.12% | New | 5,709 | $357K |
| Shore Point Advisors, LLC | 0.15% | Add +2.0% | 5,695 | $356K |
| One Wealth Capital Management, LLC | 0.15% | Add +1.1% | 5,694 | $356K |
| Prudent Investors Network, Inc. | 0.08% | Add +29.0% | 5,692 | $356K |
| Logan Capital Management Inc. | 0.01% | Add +199.2% | 5,690 | $355K |
| Rossby Financial, LCC | 0.11% | Reduce -7.7% | 5,666 | $354K |
| Gibbs Wealth Management | 0.09% | Reduce -10.8% | 5,465 | $353K |
| Truvestments Capital LLC | 0.06% | No change | 5,629 | $352K |
| Bfsg, LLC | 0.03% | Add +1.5% | 5,620 | $351K |
| Oldfather Financial Services, LLC | 0.10% | New | 5,609 | $350K |
| JSF Financial, LLC | 0.07% | Add +0.7% | 5,607 | $350K |
| Community Bank & Trust, Waco, Texas | 0.07% | Add +30.3% | 5,597 | $350K |
| Councilor Wealth, LLC | 0.16% | Add +1.0% | 5,587 | $349K |
| Cedarwood Wealth LLC | 0.39% | — | 5,280 | $349K |
| Portland Financial Advisors Inc | 0.74% | No change | 5,561 | $347K |
| Cornerstone Advisory, LLC | 0.03% | Add +1.5% | 5,558 | $347K |
| Clarity Asset Management, Inc. | 0.19% | Add +0.8% | 5,536 | $346K |
| Accretive Wealth Partners, LLC | 0.10% | No change | 5,530 | $345K |
| EFG International AG | 0.01% | — | 5,500 | $344K |
| Cura Wealth Advisors, LLC | 0.13% | Add +7.0% | 5,494 | $343K |
| Coquina Private Wealth LLC | 0.27% | — | 5,478 | $342K |
| Weatherly Asset Management L. P. | 0.03% | Add +6.1% | 5,472 | $342K |
| Vantage Financial Partners, LLC | 0.07% | Add +1.7% | 5,463 | $341K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -99.7% | 5,444 | $340K |
| SageGuard Financial Group, LLC | 0.05% | — | 5,439 | $340K |
| Nautilus Advisors LLC | 0.22% | No change | 5,423 | $339K |
| Westbourne Investment Advisors, Inc. | 0.09% | No change | 5,423 | $339K |
| Vickerman Investment Advisors, Inc. | 0.07% | No change | 5,416 | $338K |
| Alongside, LLC | 0.11% | — | 5,410 | $338K |
| Alpha Omega Wealth Management LLC | 0.06% | No change | 5,406 | $338K |
| Brown Miller Wealth Management, LLC | 0.09% | Add +20.3% | 5,396 | $337K |
| Chemistry Wealth Management LLC | 0.06% | No change | 5,385 | $336K |
| Community Bank, N.A. | 0.04% | Add +33.9% | 5,370 | $335K |
| Winebrenner Capital Management LLC | 0.22% | No change | 5,365 | $335K |
| First Financial Bank - Trust Division | 0.03% | No change | 5,322 | $332K |
| Gradient Investments LLC | 0.01% | New | 5,310 | $332K |
| Coastwise Capital Group, LLC | 0.17% | Add +0.4% | 5,300 | $331K |
| Disciplined Investments, LLC | 0.13% | Add +6.7% | 5,294 | $331K |
| Atlantic Private Wealth, LLC | 0.21% | No change | 5,289 | $330K |
| McGlone Suttner Wealth Management, Inc. | 0.04% | Add +7.0% | 5,262 | $329K |
| Thomasville National Bank | 0.02% | New | 5,257 | $328K |
| Bensler, LLC | 0.03% | Add +0.1% | 5,255 | $328K |
| Leelyn Smith, LLC | 0.05% | Add +4.3% | 5,241 | $327K |
| Awm Capital, LLC | 0.03% | Add +0.4% | 5,223 | $326K |
| Aft, Forsyth & Company, Inc. | 0.14% | No change | 5,200 | $325K |
| Sterling Investment Advisors, Ltd. | 0.06% | Add +0.6% | 5,197 | $325K |
| True Link Financial Advisors, LLC | 0.02% | Reduce -9.6% | 5,196 | $325K |
| Caldwell Sutter Capital, Inc. | 0.14% | Add +1.0% | 5,192 | $324K |
| Equitable Trust Co. | 0.01% | No change | 5,182 | $324K |
| Schmidt P J Investment Management Inc. | 0.05% | Add +2.0% | 5,168 | $323K |
| Front Row Advisors LLC | 0.11% | No change | 5,159 | $322K |
| BetterWealth, LLC | 0.07% | No change | 5,153 | $322K |
| BlueStem Wealth Partners, LLC | 0.04% | Reduce -11.6% | 5,139 | $321K |
| Mairs & Power Inc. | 0.00% | Add +12.0% | 5,129 | $320K |
| Longview Financial Advisors LLC | 0.18% | Add +2.0% | 5,118 | $320K |
| Elevated Financial Group LLC | 0.11% | — | 5,116 | $320K |
| Invenio Wealth Partners LLC | 0.12% | Add +2.3% | 5,113 | $319K |
| Aspen Wealth Strategies, LLC | 0.17% | Add +4.6% | 5,090 | $318K |
| jvl associates llc | 0.10% | Reduce -4.0% | 5,064 | $316K |
| MKT Advisors LLC | 0.11% | Reduce -3.7% | 4,941 | $316K |
| Circle Wealth Management, LLC | 0.00% | Add +32.2% | 5,055 | $316K |
| Total Wealth Planning, LLC | 0.67% | Reduce -43.3% | 5,047 | $315K |
| Meridian Wealth Partners, LLC | 0.04% | Reduce -13.1% | 5,040 | $315K |
| Colorado Capital Management, Inc. | 0.12% | Add +3.7% | 5,024 | $314K |
| Northwest Quadrant Wealth Management, LLC | 0.06% | Add +1.7% | 5,002 | $312K |
| Gilpin Wealth Management, LLC | 0.25% | — | 5,000 | $312K |
| Harrington Investments, INC | 0.16% | No change | 5,000 | $312K |
| Sharper & Granite LLC | 0.11% | Reduce -0.7% | 4,995 | $312K |
| Magnolia Private Wealth, LLC | 0.22% | Add +2.8% | 4,951 | $309K |
| Capital Investment Counsel, LLC | 0.04% | New | 4,940 | $309K |
| Great Waters Wealth Management | 0.03% | Add +0.6% | 4,931 | $308K |
| Foster & Motley Inc. | 0.02% | Add +16.6% | 4,938 | $308K |
| Black Swift Group, LLC | 0.05% | No change | 4,926 | $308K |
| SFI Advisors, LLC | 0.20% | New | 4,919 | $307K |
| TSG Advice Partners, LLC | 0.05% | — | 4,870 | $304K |
| Brightwater Advisory LLC | 0.21% | Add +2.6% | 4,870 | $304K |
| Greenwich Wealth Management LLC | 0.01% | Add +5.0% | 4,859 | $304K |
| DHJJ Financial Advisors, Ltd. | 0.10% | Add +0.5% | 4,853 | $303K |
| Klaas Financial Asset Advisors, LLC | 0.04% | New | 4,851 | $303K |
| Satovsky Asset Management LLC | 0.06% | Add +2.5% | 4,848 | $303K |
| Mason Investment Advisory Services, Inc. | 0.01% | Reduce -6.0% | 4,815 | $301K |
| Bridgewealth Advisory Group, LLC | 0.07% | New | 4,806 | $300K |
| Bravias Capital Group, LLC | 0.18% | New | 4,781 | $299K |
| Wagner Wealth Management, LLC | 0.06% | Reduce -0.6% | 4,757 | $297K |
| Morton Capital Management LLC | 0.05% | Reduce -21.2% | 4,742 | $296K |
| Livet Wealth, LLC | 0.18% | — | 4,737 | $296K |
| Caerus Investment Advisors, LLC | 0.10% | Reduce -11.3% | 4,731 | $296K |
| Thompson Davis & Co., Inc. | 0.18% | No change | 4,730 | $295K |
| Canandaigua National Trust Co of Florida | 0.18% | Reduce -0.6% | 4,722 | $295K |
| Intelligent Financial Strategies | 0.14% | Add +0.7% | 4,714 | $294K |
| Gerber, LLC | 0.16% | Reduce -2.3% | 4,710 | $294K |
| Security National Bank | 0.04% | No change | 4,682 | $292K |
| Elevate Capital Advisors, LLC | 0.19% | New | 4,675 | $292K |
| High Net Worth Advisory Group LLC | 0.07% | Add +0.6% | 4,669 | $292K |
| Robinswood Financial LLC | 0.09% | Add +0.5% | 4,659 | $291K |
| Cascade Investment Group, Inc. | 0.19% | No change | 4,643 | $290K |
| Investmark Advisory Group LLC | 0.12% | Add +0.8% | 4,639 | $290K |
| Lauterbach Financial Advisors, LLC | 0.14% | Add +12.7% | 4,632 | $289K |
| Hardworking Capital Advisors, LLC | 0.26% | — | 4,611 | $288K |
| First Nebraska Trust Co | 0.03% | No change | 4,596 | $287K |
| Centric Wealth Management | 0.06% | New | 4,308 | $286K |
| Rock Point Advisors, LLC | 0.07% | Add +13.8% | 4,554 | $284K |
| Insight Wealth Strategies, LLC | 0.03% | Reduce -4.5% | 4,548 | $284K |
| POM Investment Strategies, LLC | 0.15% | Add +140.1% | 4,540 | $284K |
| Fjell Capital, LLC | 0.22% | No change | 4,535 | $283K |
| WMG Financial Advisors, LLC | 0.12% | Reduce -17.5% | 4,533 | $283K |
| Uniting Wealth Partners, LLC | 0.09% | Add +11.8% | 4,532 | $283K |
| Seelaus Asset Management LLC | 0.23% | Reduce -4.6% | 4,531 | $283K |
| Cascades Capital Asset Management, LLC | 0.12% | New | 4,530 | $283K |
| Meridian Financial Advisors, LLC | 0.15% | Add +1.6% | 4,524 | $283K |
| Rovin Capital /Ut/ | 0.07% | Reduce -25.3% | 4,516 | $282K |
| Baldwin Investment Management, LLC | 0.03% | Add +22.0% | 4,491 | $281K |
| Cornerstone Wealth Group, LLC | 0.02% | No change | 4,481 | $280K |
| Members Trust Co | 0.01% | No change | 4,479 | $280K |
| J2 Capital Management Inc | 0.20% | No change | 4,474 | $279K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Reduce -43.9% | 4,290 | $279K |
| Bernardo Wealth Planning LLC | 0.05% | Add +1.3% | 4,467 | $279K |
| Jackson Thornton Wealth Management, LLC | 0.03% | Add +22.9% | 4,347 | $279K |
| Glen Eagle Advisors, LLC | 0.04% | Add +15.6% | 4,462 | $279K |
| PUREfi Wealth, LLC | 0.21% | Reduce -2.6% | 4,444 | $278K |
| Clark Capital Management Group, Inc. | 0.00% | Add +20.3% | 4,432 | $277K |
| Burns Matteson Capital Management, LLC | 0.11% | Reduce -1.4% | 4,419 | $276K |
| Truefg, LLC | 0.07% | Add +0.4% | 4,417 | $276K |
| Caliber Wealth Management, LLC / KS | 0.03% | Reduce -6.3% | 4,416 | $276K |
| Clarity Wealth Advisors, LLC | 0.06% | Add +3.1% | 4,414 | $276K |
| WealthTrust Axiom LLC | 0.07% | No change | 4,399 | $275K |
| Muirfield Wealth Advisors LLC | 0.20% | Add +1.7% | 4,397 | $275K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Add +0.0% | 4,383 | $274K |
| Columbia Bank | 0.08% | No change | 4,381 | $274K |
| WealthPlan Investment Management, LLC | 0.02% | New | 4,381 | $274K |
| WJ Financial Advisors LLC | 0.24% | Add +0.3% | 4,373 | $273K |
| McIlrath & Eck, LLC | 0.03% | Reduce -6.8% | 4,370 | $273K |
| MPWM Advisory Solutions, LLC | 0.15% | Add +0.1% | 4,367 | $273K |
| Barnes Pettey Financial Advisors, LLC | 0.13% | Add +6.6% | 4,364 | $273K |
| FourThought Financial Partners, LLC | 0.02% | Reduce -3.2% | 4,362 | $273K |
| Indie Asset Partners, LLC | 0.30% | Reduce -8.5% | 4,360 | $272K |
| Signature Resources Capital Management, LLC | 0.14% | Reduce -31.2% | 4,352 | $272K |
| Veracity Capital LLC | 0.08% | Add +0.8% | 4,343 | $271K |
| BlueChip Wealth Advisors LLC | 0.11% | No change | 4,341 | $271K |
| Two West Capital Advisors LLC | 0.16% | Add +19.5% | 4,325 | $270K |
| Frisch Financial Group, Inc. | 0.06% | No change | 4,295 | $268K |
| True Wealth Design, LLC | 0.08% | Reduce -2.2% | 4,288 | $268K |
| Argent Advisors, Inc. | 0.07% | Add +0.4% | 4,283 | $268K |
| Baron Financial Group, LLC | 0.14% | New | 4,275 | $267K |
| Elk River Wealth Management LLC | 0.04% | No change | 4,274 | $267K |
| Schrum Private Wealth Management LLC | 0.20% | Add +1.4% | 4,271 | $267K |
| Quest 10 Wealth Builders, Inc. | 0.24% | Reduce -0.0% | 4,257 | $266K |
| Saxony Capital Management, LLC | 0.16% | Reduce -25.2% | 4,250 | $265K |
| GDS Wealth Management | 0.02% | New | 4,238 | $265K |
| Capstone Wealth Management Group, LLC | 0.11% | Add +1.7% | 4,224 | $264K |
| One Charles Private Wealth Services, LLC | 0.07% | No change | 4,209 | $263K |
| Brandes Investment Partners, LP | 0.00% | New | 4,208 | $263K |
| Richardson Capital Management LLC | 0.13% | Reduce -11.5% | 4,199 | $262K |
| TD Capital Management LLC | 0.02% | Reduce -31.8% | 4,199 | $262K |
| Lockerman Financial Group, Inc. | 0.50% | Reduce -2.2% | 4,188 | $262K |
| Theory Financial LLC | 0.09% | No change | 3,937 | $260K |
| Accelerate Investment Advisors LLC | 0.18% | New | 4,161 | $260K |
| West Paces Advisors Inc. | 0.05% | New | 4,160 | $260K |
| Raab & Moskowitz Asset Management LLC | 0.06% | New | 4,158 | $260K |
| Cadence Wealth Management LLC | 0.13% | Reduce -8.5% | 4,152 | $259K |
| Disciplined Investors, L.L.C. | 0.17% | Add +1.2% | 4,150 | $259K |
| Main Line Retirement Advisors, LLC | 0.13% | Add +1.7% | 4,147 | $259K |
| Silver Oak Advisory Group, Inc. | 0.12% | Reduce -3.3% | 4,141 | $258K |
| Ullmann Wealth Partners Group, LLC | 0.03% | No change | 4,230 | $258K |
| Balefire, LLC | 0.05% | Add +0.9% | 4,126 | $258K |
| Hobbs Group Advisors, LLC | 0.08% | New | 4,124 | $258K |
| Horizon Kinetics Asset Management LLC | 0.00% | New | 4,110 | $257K |
| Hoxton Planning & Management, LLC | 0.08% | No change | 4,104 | $256K |
| Emergent Wealth Advisors, LLC | 0.14% | Add +0.3% | 4,102 | $256K |
| MBA Advisors LLC | 0.10% | Add +0.1% | 4,095 | $256K |
| Oak Family Advisors, LLC | 0.08% | New | 4,095 | $256K |
| USAdvisors Wealth Management, LLC | 0.08% | Reduce -2.8% | 4,087 | $255K |
| Ceera Investments, LLC | 0.10% | No change | 4,069 | $254K |
| North Capital, Inc. | 0.22% | Add +50.7% | 4,067 | $254K |
| Cora Capital Advisors LLC | 0.10% | New | 4,067 | $254K |
| DF Dent & Co. Inc. | 0.00% | Reduce -3.7% | 4,045 | $253K |
| Wallace Capital Management Inc. | 0.03% | Reduce -18.1% | 4,037 | $252K |
| Eastover Investment Advisors LLC | 0.11% | No change | 4,033 | $252K |
| Saxon Interests, Inc. | 0.09% | Reduce -45.8% | 4,017 | $251K |
| Embree Financial Group | 0.03% | Reduce -0.1% | 4,015 | $251K |
| Harbor Asset Planning, Inc. | 0.21% | Add +10.7% | 4,003 | $250K |
| Hedges Asset Management LLC | 0.18% | No change | 4,000 | $250K |
| Noble Wealth Management PBC | 0.13% | Reduce -0.5% | 3,999 | $250K |
| Pavion Blue Capital, LLC | 0.10% | No change | 3,995 | $250K |
| Dala Group, LLC | 0.22% | — | 3,988 | $249K |
| Strait & Sound Wealth Management LLC | 0.09% | Add +0.0% | 3,981 | $249K |
| Williamson Legacy Group, LLC | 0.19% | Add +12.7% | 3,968 | $248K |
| Jeppson Wealth Management, LLC | 0.08% | No change | 3,952 | $247K |
| MY Wealth Management Inc. | 0.21% | New | 3,950 | $247K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.36% | New | 3,942 | $246K |
| Purkiss Capital Advisors LLC | 0.11% | Add +11.9% | 3,923 | $245K |
| Mraz, Amerine & Associates, Inc. | 0.04% | No change | 3,917 | $245K |
| JB Capital LLC | 0.01% | Add +1.4% | 3,906 | $244K |
| Legacy Wealth Asset Management, LLC | 0.06% | Reduce -1.1% | 3,904 | $244K |
| Slagle Financial, LLC | 0.09% | Reduce -5.6% | 3,894 | $243K |
| Northbridge Financial Group, LLC | 0.11% | — | 3,892 | $243K |
| Wilkinson Global Asset Management LLC | 0.02% | New | 3,883 | $243K |
| Ransom Advisory, Ltd | 0.10% | New | 3,882 | $243K |
| Range Financial Group LLC | 0.08% | Add +0.7% | 3,863 | $241K |
| Bill Few Associates, Inc. | 0.06% | Reduce -73.8% | 3,860 | $241K |
| Tritonpoint Wealth, LLC | 0.02% | New | 3,858 | $241K |
| Alamar Capital Management, LLC | 0.13% | No change | 3,849 | $240K |
| Carolina Wealth Advisors, LLC | 0.11% | Reduce -1.0% | 3,848 | $240K |
| Brown, Lisle/Cummings, Inc. | 0.06% | No change | 3,842 | $240K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | Reduce -5.0% | 3,833 | $239K |
| Integrity Financial Corp | 0.12% | Reduce -69.5% | 3,824 | $239K |
| One Wealth Map LLC | 0.12% | New | 3,593 | $239K |
| Asset Advisory Group, Inc. | 0.12% | — | 3,822 | $239K |
| SP Asset Management LLC | 0.02% | Reduce -15.3% | 3,819 | $239K |
| Tactive Advisors, LLC | 0.07% | Reduce -2.9% | 3,812 | $238K |
| Foundry Financial LLC | 0.12% | — | 3,806 | $238K |
| Daybright Advisory Services, Inc. | 0.06% | — | 3,789 | $237K |
| Proactive Wealth Strategies LLC | 0.09% | New | 3,786 | $237K |
| Arwa LLC | 0.14% | — | 3,781 | $236K |
| Naviter Wealth, LLC | 0.03% | Reduce -85.8% | 3,759 | $235K |
| GuidedMoney, LLC | 0.13% | — | 3,750 | $234K |
| Red Door Wealth Management, LLC | 0.02% | Reduce -1.2% | 3,749 | $234K |
| IFC & Insurance Marketing, Inc. | 0.23% | — | 3,753 | $234K |
| Asset One Wealth Management LLC | 0.03% | — | 3,512 | $233K |
| Clarity Financial LLC | 0.02% | Reduce -32.4% | 3,734 | $233K |
| Holderness Investments Co. | 0.05% | No change | 3,719 | $232K |
| Sivia Capital Partners, LLC | 0.05% | Reduce -28.9% | 3,714 | $232K |
| Cloud Capital Management, LLC | 0.11% | Add +501.9% | 3,720 | $232K |
| MN Wealth Advisors, LLC | 0.12% | New | 3,711 | $232K |
| RIA Advisory Group LLC | 0.06% | New | 3,712 | $232K |
| Ellis Investment Partners, LLC | 0.04% | Reduce -3.6% | 3,708 | $232K |
| Eagle Rock Investment Company, LLC | 0.03% | Add +3.7% | 3,702 | $231K |
| Sulzberger Capital Advisors, Inc. | 0.23% | No change | 3,700 | $231K |
| Private Wealth Advisors, LLC | 0.08% | Add +5.2% | 3,696 | $231K |
| Hamilton Point Investment Advisors, LLC | 0.04% | Reduce -30.8% | 3,680 | $230K |
| Cahaba Wealth Management, Inc. | 0.02% | Reduce -33.8% | 3,677 | $230K |
| Wedgewood Investors Inc. | 0.26% | No change | 3,669 | $229K |
| Resolute Capital, LLC | 0.10% | — | 3,669 | $229K |
| Syntegra Private Wealth Group, LLC | 0.02% | No change | 3,668 | $229K |
| Toth Financial Advisory Corp. | 0.02% | Add +225.2% | 3,662 | $229K |
| Greenup Street Wealth Management LLC | 0.03% | Add +8.0% | 3,653 | $228K |
| Sharkey, Howes & Javer | 0.03% | Reduce -5.9% | 3,652 | $228K |
| MidFirst Bank | 0.02% | — | 3,651 | $228K |
| Ames National Corp. | 0.13% | Reduce -1.0% | 3,649 | $228K |
| Excalibur Management Corp. | 0.08% | Reduce -6.4% | 3,648 | $228K |
| Wallace Advisory Group, LLC | 0.24% | No change | 3,645 | $228K |
| Financial Guidance Group, Inc. | 0.09% | No change | 3,639 | $227K |
| Alaska Wealth Advisors, LLC | 0.03% | Add +0.6% | 3,609 | $225K |
| Pacifica Partners Inc. | 0.10% | Add +14.4% | 3,562 | $225K |
| Straight Path Wealth Management | 0.06% | New | 3,603 | $225K |
| Reynders McVeigh Capital Management, LLC | 0.01% | No change | 3,595 | $225K |
| Nixon Peabody Trust Co. | 0.02% | New | 3,600 | $225K |
| Agate Pass Investment Management, LLC | 0.08% | New | 3,599 | $225K |
| Flagstone Financial Management | 0.06% | No change | 3,596 | $225K |
| Reyes Financial Architecture, Inc. | 0.14% | Reduce -1.3% | 3,588 | $224K |
| Maple Capital Management, Inc. | 0.01% | New | 3,578 | $223K |
| Headlands Technologies LLC | 0.02% | Reduce -53.2% | 3,574 | $223K |
| Factor Wealth Management LTD | 0.05% | Add +0.5% | 3,573 | $223K |
| McElhenny Sheffield Capital Management, LLC | 0.05% | Add +4.0% | 3,570 | $223K |
| Seek First Inc. | 0.15% | Add +1.6% | 3,569 | $223K |
| SJS Investment Consulting Inc. | 0.03% | Add +25.4% | 3,568 | $223K |
| Signature Equity Partners, LLC | 0.12% | — | 3,568 | $223K |
| AIFG Consultants Ltd. | 0.38% | Reduce -0.6% | 3,567 | $223K |
| Infinity Wealth Counsel, LLC | 0.20% | Reduce -6.6% | 3,548 | $222K |
| Figure 8 Investment Strategies LLC | 0.20% | No change | 3,543 | $221K |
| Amicus Financial Advisors, LLC | 0.06% | — | 3,541 | $221K |
| Pandora Wealth, Inc. | 0.13% | Reduce -0.9% | 3,522 | $220K |
| Madrona Financial Services, LLC | 0.05% | Reduce -13.6% | 3,522 | $220K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | Add +19.6% | 3,511 | $219K |
| Nicholson Wealth Management Group, LLC | 0.13% | No change | 3,510 | $219K |
| Gables Capital Management Inc. | 0.09% | No change | 3,509 | $219K |
| Quent Capital, LLC | 0.02% | Add +125.5% | 3,508 | $219K |
| Loudon Investment Management, LLC | 0.11% | No change | 3,506 | $219K |
| Boston Common Asset Management, LLC | 0.01% | New | 3,488 | $218K |
| Cambridge Financial Group, LLC | 0.08% | No change | 3,757 | $218K |
| Mosaic Financial Group, LLC | 0.15% | New | 3,475 | $217K |
| RB Capital Management, LLC | 0.05% | Reduce -0.8% | 3,466 | $217K |
| Eight 31 Financial, LLC | 0.12% | Add +0.9% | 3,457 | $216K |
| Yarger Wealth Strategies, LLC | 0.09% | New | 3,442 | $215K |
| Valley National Advisers Inc. | 0.03% | No change | 3,456 | $215K |
| Alkeme Wealth, LLC | 0.09% | No change | 3,441 | $215K |
| Rockwood Wealth Management, LLC | 0.02% | New | 3,436 | $215K |
| Zullo Investment Group, Inc. | 0.08% | New | 3,432 | $214K |
| Cohen Capital Management, Inc. | 0.03% | No change | 3,432 | $214K |
| G&S Capital LLC | 0.08% | Reduce -0.1% | 3,419 | $214K |
| Maimon Wealth Management LTD. | 0.20% | — | 3,400 | $212K |
| Peterson Wealth Services | 0.05% | Add +169200.0% | 3,386 | $212K |
| Redwood Park Advisors LLC | 0.14% | No change | 3,377 | $211K |
| Winthrop Advisory Group LLC | 0.02% | Reduce -9.1% | 3,376 | $211K |
| Vested Financial Planning, LLC | 0.16% | No change | 3,373 | $211K |
| Strategic Wealth Partners, Ltd. | 0.01% | Add +45.1% | 3,368 | $210K |
| RMG Wealth Management LLC | 0.03% | Add +151.5% | 2,852 | $209K |
| Investors Research Corp | 0.04% | Reduce -6.3% | 3,351 | $209K |
| First American Trust, FSB | 0.01% | New | 3,343 | $209K |
| Marshall Investment Management, LLC | 0.10% | Reduce -3.1% | 3,338 | $209K |
| Rogco, LP | 0.07% | New | 3,321 | $207K |
| Private Management Group Inc. | 0.01% | New | 3,321 | $207K |
| Legacy Wealth Managment, LLC | 0.10% | Add +84.0% | 3,316 | $207K |
| BLVD Private Wealth, LLC | 0.18% | New | 3,306 | $207K |
| JGP Wealth Management, LLC | 0.02% | New | 3,304 | $206K |
| Marble Wealth, LLC | 0.03% | — | 3,284 | $205K |
| Lunt Capital Management, Inc. | 0.08% | New | 3,281 | $205K |
| EPG Wealth Management LLC | 0.06% | New | 3,268 | $204K |
| Atom Investors LP | 0.02% | Reduce -96.4% | 3,267 | $204K |
| Strive Financial Group ,LLC | 0.11% | — | 3,265 | $204K |
| Core Wealth Management, Inc. | 0.06% | New | 3,263 | $204K |
| Group One Trading LLC | 0.01% | New | 3,252 | $203K |
| Marietta Investment Partners LLC | 0.04% | New | 3,235 | $202K |
| Edgemoor Investment Advisors, Inc. | 0.02% | New | 3,234 | $202K |
| Matauro, LLC | 0.03% | New | 3,228 | $202K |
| ProVise Management Group, LLC | 0.01% | New | 3,213 | $201K |
| Clearwater Capital Advisors, LLC | 0.02% | New | 3,203 | $200K |
| Crews Bank & Trust | 0.03% | Add +172.2% | 3,193 | $199K |
| Evelyn Partners Asset Management Ltd | 0.05% | No change | 3,182 | $199K |
| Hantz Financial Services, Inc. | 0.00% | Add +92.3% | 3,128 | $195K |
| Nexus Investment Management ULC | 0.03% | No change | 3,024 | $189K |
| Rowlandmiller & Partners.adv | 0.04% | No change | 3,000 | $187K |
| Bogart Wealth, LLC | 0.01% | Add +0.2% | 3,000 | $187K |
| Ceeto Capital Group, LLC | 0.05% | No change | 2,973 | $186K |
| Evensky & Katz LLC | 0.01% | Add +58.8% | 2,975 | $186K |
| Blueline Advisors LLC | 0.15% | — | 2,973 | $186K |
| Go Invest LLC | 0.06% | — | 2,959 | $185K |
| Tsfg, LLC | 0.03% | Add +3.6% | 2,943 | $184K |
| Woodside Wealth Management LLC | 0.14% | No change | 2,932 | $183K |
| SIMA Wealth Partners, LLC | 0.14% | No change | 2,912 | $182K |
| Bulwark Capital Corp | 0.13% | Reduce -5.3% | 2,903 | $181K |
| Indiana Trust & Investment Management Co | 0.05% | No change | 2,890 | $181K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 2,852 | $178K |
| GoalVest Advisory LLC | 0.03% | Add +3.1% | 2,788 | $174K |
| Union Savings Bank | 0.07% | — | 2,688 | $168K |
| Colonial Trust Advisors | 0.01% | No change | 2,612 | $163K |
| Compass Financial Services Inc | 0.07% | Add +1.7% | 2,578 | $161K |
| Ascentis Wealth Management, LLC | 0.04% | Add +3.8% | 2,570 | $161K |
| American Capital Advisory, LLC | 0.07% | No change | 2,569 | $160K |
| Coston, McIsaac & Partners | 0.04% | Add +0.0% | 2,572 | $160K |
| Walsh & Associates, LLC | 0.15% | — | 2,485 | $155K |
| Creative Capital Management Investments LLC | 0.05% | Reduce -8.1% | 2,455 | $153K |
| Sittner & Nelson, LLC | 0.05% | Add +40.1% | 2,229 | $150K |
| MilWealth Group LLC | 0.04% | New | 2,387 | $149K |
| Orion Capital Management LLC | 0.05% | No change | 2,354 | $147K |
| Trifecta Capital Advisors, LLC | 0.02% | No change | 2,271 | $142K |
| IAG Wealth Partners, LLC | 0.02% | Add +8.1% | 2,253 | $141K |
| Curio Wealth, LLC | 0.05% | Reduce -12.2% | 2,242 | $141K |
| Central Pacific Bank - Trust Division | 0.02% | No change | 2,227 | $139K |
| Navalign, LLC | 0.03% | New | 2,117 | $132K |
| Kelleher Financial Advisors | 0.03% | No change | 2,116 | $132K |
| Financial Consulate, Inc. | 0.02% | Reduce -11.1% | 2,110 | $132K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.04% | No change | 2,097 | $131K |
| LFA - Lugano Financial Advisors SA | 0.07% | Add +1297.3% | 2,040 | $127K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 2,009 | $126K |
| NorthAvenue LLC | 0.10% | — | 1,997 | $125K |
| Ameriflex Group, Inc. | 0.06% | Reduce -10.2% | 1,964 | $123K |
| Team Financial Group, LLC | 0.06% | Add +1.7% | 1,961 | $123K |
| Clark Wealth Partners | 0.07% | No change | 1,914 | $120K |
| Osbon Capital Management LLC | 0.11% | — | 1,892 | $118K |
| Global Trust Asset Management, LLC | 0.05% | New | 1,871 | $117K |
| Concord Wealth Partners | 0.01% | Add +0.2% | 1,851 | $116K |
| Vestor Capital, LLC | 0.01% | Reduce -86.7% | 242 | $114K |
| KERR FINANCIAL PLANNING Corp | 0.15% | Add +100.0% | 1,768 | $112K |
| Kilter Group LLC | 0.05% | Add +105.7% | 1,775 | $111K |
| Olistico Wealth, LLC | 0.05% | New | 1,708 | $107K |
| Consultiva Wealth Management, Corp. | 0.30% | No change | 1,684 | $105K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | Add +1.7% | 1,620 | $101K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -11.4% | 1,607 | $100K |
| North Ridge Wealth Advisors, Inc. | 0.06% | Add +1.2% | 1,575 | $98K |
| Tucker Asset Management LLC | 0.03% | New | 1,539 | $96K |
| Paladin Advisory Group, LLC | 0.07% | No change | 1,519 | $95K |
| West Branch Capital LLC | 0.02% | No change | 1,517 | $95K |
| LRI Investments, LLC | 0.01% | No change | 1,501 | $94K |
| Canton Hathaway, LLC | 0.02% | No change | 1,460 | $91K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | Add +52.4% | 1,384 | $86K |
| FWL Investment Management, LLC | 0.02% | New | 1,380 | $86K |
| Field & Main Bank | 0.02% | Add +43.2% | 1,346 | $84K |
| Wiser Advisor Group LLC | 0.10% | Add +0.6% | 1,330 | $83K |
| Essential Partners LLC | 0.03% | Add +78.5% | 1,317 | $82K |
| Triumph Capital Management | 0.02% | New | 1,309 | $82K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 1,293 | $81K |
| ESL Trust Services, LLC | 0.02% | No change | 1,284 | $80K |
| Ramirez Asset Management, Inc. | 0.01% | No change | 1,255 | $78K |
| Premier Financial Group | 0.02% | Reduce -10.1% | 1,250 | $78K |
| Bollard Group LLC | 0.00% | Add +1.6% | 1,241 | $78K |
| HFM Investment Advisors, LLC | 0.03% | Add +5.1% | 1,244 | $78K |
| Ironwood Wealth Management, LLC. | 0.02% | Reduce -19.4% | 1,214 | $76K |
| Your Advocates Ltd., LLP | 0.02% | Reduce -10.4% | 1,214 | $76K |
| Hager Investment Management Services, LLC | 0.04% | New | 1,212 | $76K |
| Dakota Community Bank & Trust NA | 0.25% | No change | 1,161 | $73K |
| Obsidian Cio, LLC | 0.11% | Reduce -90.8% | 1,136 | $71K |
| Aventura Private Wealth, LLC | 0.03% | No change | 1,116 | $70K |
| Wolff Wiese Magana LLC | 0.04% | No change | 1,111 | $69K |
| Copia Wealth Management | 0.05% | Add +0.6% | 1,098 | $69K |
| Winnacle Wealth LLC | 0.05% | Reduce -34.8% | 1,060 | $67K |
| Pacific Center for Financial Services | 0.02% | No change | 1,106 | $66K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,017 | $64K |
| Financial Freedom, LLC | 0.03% | No change | 1,015 | $63K |
| Atwood & Palmer Inc. | 0.00% | No change | 971 | $61K |
| HighMark Wealth Management LLC | 0.02% | Add +3.2% | 968 | $60K |
| Addison Advisors LLC | 0.01% | No change | 965 | $60K |
| 1015 Capital Partners, LLC | 0.06% | — | 950 | $59K |
| Collier Financial | 0.04% | Add +0.6% | 947 | $59K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.04% | — | 924 | $58K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | — | 918 | $57K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +2115.0% | 886 | $55K |
| Sunrise Financial Services, LLC | 0.04% | — | 864 | $54K |
| Darwin Wealth Management, LLC | 0.02% | New | 859 | $54K |
| Bullock Wealth Management Group | 0.03% | — | 851 | $53K |
| Versant Capital Management, Inc | 0.01% | No change | 825 | $52K |
| Key Capital Management, INC | 0.05% | — | 818 | $51K |
| Kozak & Associates, Inc. | 0.01% | Reduce -15.7% | 775 | $50K |
| TFC Financial Management, Inc. | 0.01% | Reduce -68.2% | 790 | $49K |
| Costello Asset Management, INC | 0.02% | Add +179.9% | 767 | $48K |
| Albion Financial Group | 0.00% | No change | 760 | $47K |
| Roxbury Financial LLC | 0.04% | No change | 747 | $47K |
| Fairscale Capital, LLC | 0.03% | No change | 747 | $47K |
| Advantage Trust Co | 0.02% | Reduce -91.3% | 733 | $46K |
| IFS Advisors, LLC | 0.02% | Add +18.7% | 725 | $45K |
| Wilkerson Advisory Group LLC | 0.02% | — | 709 | $44K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +70000.0% | 701 | $44K |
| Marquette Asset Management, LLC | 0.01% | Reduce -47.2% | 693 | $43K |
| Keystone Financial Group, Inc. | 0.02% | No change | 676 | $42K |
| Lummis Asset Management, LP | 0.02% | No change | 646 | $40K |
| Nemes Rush Group LLC | 0.00% | Add +1.1% | 644 | $40K |
| LGT Financial Advisors LLC | 0.24% | Add +1.6% | 635 | $40K |
| Simplex Trading, LLC | 0.00% | New | 630 | $39K |
| Strategic Advocates LLC | 0.01% | Add +66.1% | 623 | $39K |
| Cornerstone Financial Management LLC | 0.04% | — | 625 | $39K |
| Arbor Wealth Management LLC\AZ | 0.03% | — | 625 | $39K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -35.5% | 624 | $39K |
| Tidemark, LLC | 0.01% | Add +80.9% | 624 | $39K |
| Quaker Wealth Management, LLC | 0.01% | Add +7637.5% | 619 | $39K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +2.6% | 584 | $36K |
| Strategic Wealth Advisors LLC | 0.03% | — | 567 | $35K |
| Ulland Investment Advisors, LLC | 0.03% | No change | 562 | $35K |
| Hamrick Investment Counsel, llc | 0.03% | — | 560 | $35K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 542 | $34K |
| Financial Network Wealth Advisors LLC | 0.03% | Add +1.7% | 529 | $33K |
| Transce3nd, LLC | 0.26% | No change | 486 | $33K |
| PFS Partners, LLC | 0.01% | Add +1.8% | 513 | $32K |
| Eukles Asset Management | 0.01% | No change | 491 | $31K |
| Pinney & Scofield, Inc. | 0.02% | No change | 490 | $31K |
| Tradewinds Capital Management, LLC | 0.01% | Add +1.7% | 482 | $30K |
| Knuff & Co LLC | 0.01% | No change | 478 | $30K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +0.9% | 467 | $29K |
| GGM Financial LLC | 0.01% | Add +0.4% | 459 | $29K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -88.2% | 457 | $29K |
| Anfield Capital Management, LLC | 0.01% | No change | 449 | $28K |
| CNB Bank | 0.01% | No change | 422 | $26K |
| Nova Wealth Management, Inc. | 0.02% | Add +151.5% | 420 | $26K |
| American Wealth Advisors, LLC | 0.03% | Add +1.5% | 410 | $26K |
| Ankerstar Wealth, LLC | 0.02% | — | 387 | $24K |
| Gen-Wealth Partners Inc | 0.01% | No change | 381 | $24K |
| Wellington Grp LLC | 0.01% | — | 343 | $21K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 342 | $21K |
| Hilltop National Bank | 0.01% | No change | 330 | $21K |
| Wealth Preservation Advisors, LLC | 0.01% | No change | 322 | $20K |
| Cedar Wealth Management, LLC | 0.01% | No change | 318 | $20K |
| Three Bearings Fiduciary Advisors, Inc. | 0.02% | — | 293 | $19K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 300 | $19K |
| Cheviot Value Management, LLC | 0.00% | No change | 278 | $19K |
| NFSG Corp | 0.00% | Add +1.1% | 286 | $18K |
| Clayton Financial Group LLC | 0.01% | New | 285 | $18K |
| Advocate Investing Services LLC | 0.02% | — | 282 | $18K |
| Corsicana & Co. | 0.01% | No change | 279 | $17K |
| Winch Advisory Services, LLC | 0.00% | Add +56.8% | 276 | $17K |
| Mendota Financial Group, LLC | 0.01% | No change | 266 | $17K |
| CDKV Holdings LLC | 0.01% | — | 261 | $16K |
| S&T Bank | 0.00% | Reduce -95.1% | 247 | $15K |
| Wellington-Altus USA Inc. | 0.01% | — | 229 | $14K |
| Aventus Investment Advisors, Inc. | 0.01% | No change | 216 | $13K |
| Nalls Sherbakoff Group, LLC | 0.01% | No change | 212 | $13K |
| Investment Research & Advisory Group, Inc. | 0.00% | Add +2.0% | 204 | $13K |
| Networth Advisors, LLC | 0.01% | — | 195 | $12K |
| Affinity Wealth LLC | 0.01% | New | 186 | $12K |
| Wealth Watch Advisors, INC | 0.00% | Reduce -89.7% | 186 | $12K |
| CGC Financial Services, LLC | 0.00% | No change | 185 | $12K |
| New Millennium Group LLC | 0.00% | Reduce -28.4% | 169 | $11K |
| Gleason Group, Inc. | 0.00% | Add +2.1% | 145 | $9K |
| CKW Financial Group | 0.00% | New | 142 | $9K |
| Delta Asset Management LLC | 0.00% | No change | 140 | $9K |
| MRP Capital Investments, LLC | 0.01% | No change | 135 | $8K |
| McGuire Capital Advisors Inc. | 0.01% | — | 133 | $8K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | Reduce -74.8% | 125 | $8K |
| Millstone Evans Group, LLC | 0.00% | No change | 114 | $7K |
| Morgan Dempsey Capital Management LLC | 0.00% | New | 112 | $7K |
| Blume Capital Management, Inc. | 0.00% | Reduce -56.5% | 104 | $6K |
| Smallwood Wealth Investment Management, LLC | 0.00% | Add +4.1% | 101 | $6K |
| Byrne Asset Management LLC | 0.00% | No change | 100 | $6K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 100 | $6K |
| Prosperity Bancshares Inc | 0.01% | — | 91 | $6K |
| RHL Group, LLC | 0.00% | — | 90 | $6K |
| Tower View Wealth Management LLC | 0.00% | Add +1.1% | 88 | $6K |
| Merited Wealth, LLC | 0.01% | — | 87 | $5K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +2.5% | 82 | $5K |
| Hilton Head Capital Partners, LLC | 0.00% | — | 80 | $5K |
| Monetary Solutions, Ltd | 0.00% | — | 75 | $5K |
| Innovative Advisory Group, LLC | 0.00% | No change | 74 | $5K |
| Zeit Capital LLC | 0.00% | No change | 64 | $4K |
| Measured Wealth Private Client Group, LLC | 0.00% | Reduce -93.0% | 60 | $4K |
| Prudent Man Investment Management, Inc. | 0.00% | Reduce -65.6% | 56 | $3K |
| Camelot Portfolios, LLC | 0.00% | New | 55 | $3K |
| LM Advisors LLC | 0.01% | Reduce -93.8% | 214 | $3K |
| Dagco, Inc. | 0.00% | No change | 52 | $3K |
| Murphy & Mullick Capital Management Corp | 0.00% | New | 50 | $3K |
| Estate Planners Group, LLC | 0.00% | — | 39 | $2K |
| Activest Wealth Management | 0.00% | Reduce -54.6% | 39 | $2K |
| SRH Advisors, LLC | 0.00% | No change | 35 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 34 | $2K |
| Bernard Wealth Management Corp. | 0.00% | No change | 19 | $1K |
| Spurstone Advisory Services, LLC | 0.01% | No change | 9 | $562 |
| Imprint Wealth LLC | 0.00% | Reduce -69.2% | 8 | $500 |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 6 | $375 |
| Lloyd Advisory Services, LLC. | 0.00% | New | 6 | $349 |
| Arcadia Investment Management Corp. | 0.00% | New | 5 | $313 |
| MV Capital Management, Inc. | 0.00% | New | 5 | $313 |
| Rakuten Securities, Inc. | 0.00% | Reduce -25.0% | 3 | $187 |
| Greenline Wealth Management LLC | 0.00% | — | 1 | $62 |
"% of holder's portfolio" is VEA's weight in each manager's 13F, not the share of Vanguard Ftse Developed ETF the manager owns.