Vanguard Ftse Developed ETFVEAETF
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 2,914 institutions reported holding Vanguard Ftse Developed ETF (VEA) in their 13F filings, up 80 from Q4 2025. 167 opened new positions and 81 sold out. The largest holders were Bank of America Corp. ($12.7B), Betterment LLC ($8.8B) and Creative Planning ($7.7B). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 167 | $627.2M |
| Exits | 81 | $213.3M |
All 13F filers, Q4 2025 → Q1 2026: 128,207,457 shares bought and 95,046,907 shares sold, net +33,160,550 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,914 holders
| Bank of America Corp. | 0.93% | Reduce -3.4% | 198,676,662 | $12.7B |
| Betterment LLC | 16.74% | Reduce -0.5% | 137,930,799 | $8.8B |
| Creative Planning | 5.23% | Reduce -3.0% | 120,418,397 | $7.7B |
| Envestnet Asset Management Inc. | 1.48% | Add +12.7% | 86,071,437 | $5.5B |
| Morgan Stanley | 0.33% | Reduce -6.5% | 84,618,722 | $5.4B |
| Northwestern Mutual Wealth Management Co. | 2.53% | Add +3.6% | 64,148,091 | $4.1B |
| Wells Fargo & Company | 0.79% | Reduce -4.5% | 61,389,203 | $3.9B |
| Wealthfront Advisers LLC | 8.11% | Reduce -1.7% | 57,686,964 | $3.7B |
| Northern Trust Corp. | 0.45% | Add +3.3% | 53,670,869 | $3.4B |
| Jones Financial Companies LLLP | 1.64% | Add +4.0% | 54,998,602 | $3.4B |
| WealthNavi Inc. | 27.48% | Reduce -0.1% | 49,481,329 | $3.2B |
| Royal Bank of Canada | 0.58% | Add +11.9% | 47,313,421 | $3.0B |
| Mercer Global Advisors Inc. | 3.39% | Add +2.6% | 35,738,763 | $2.3B |
| Mariner, LLC | 2.66% | Add +7.8% | 35,566,989 | $2.3B |
| Corient Private Wealth LP | 2.99% | Add +20.3% | 33,373,857 | $2.1B |
| Captrust Financial Advisors | 3.63% | Add +7.2% | 32,329,953 | $2.1B |
| UBS Group AG | 0.35% | Add +11.4% | 30,665,391 | $2.0B |
| LPL Financial LLC | 0.47% | Reduce -2.6% | 27,795,967 | $1.8B |
| Goldman Sachs Group Inc. | 0.23% | Reduce -4.7% | 26,907,518 | $1.7B |
| Sei Investments Co. | 1.46% | Reduce -3.6% | 24,732,041 | $1.6B |
| Baird Financial Group, Inc. | 2.15% | Add +6.8% | 21,484,114 | $1.4B |
| Jasper Ridge Partners, L.P. | 30.13% | Add +6.8% | 21,127,620 | $1.4B |
| Vanguard Global Advisers, LLC | 0.72% | — | 20,980,753 | $1.3B |
| Cerity Partners LLC | 1.86% | Add +5.6% | 20,422,031 | $1.3B |
| Tiaa-Cref Individual & Institutional Services, LLC | 4.92% | — | 19,977,313 | $1.3B |
| Commonwealth Equity Services, LLC | 1.50% | Reduce -1.4% | 16,771,525 | $1.1B |
| Raymond James Financial Inc. | 0.31% | Add +9.9% | 15,686,207 | $1.0B |
| FMR LLC | 0.05% | Reduce -0.3% | 15,567,374 | $997.6M |
| JPMorgan Chase & Co. | 0.07% | Add +9.6% | 15,645,905 | $970.5M |
| Rwa Wealth Partners, LLC | 10.25% | Reduce -4.9% | 14,612,210 | $936.4M |
| Wealthspire Advisors, LLC | 7.33% | Add +7.2% | 14,562,701 | $933.2M |
| Ameriprise Financial Inc. | 0.21% | Add +13.5% | 14,258,098 | $914.1M |
| Facet Wealth, Inc. | 15.49% | Add +3.8% | 13,952,816 | $894.1M |
| Bank of New York Mellon Corp | 0.16% | Reduce -6.5% | 13,176,389 | $844.3M |
| Nicholas Hoffman & Company, LLC. | 19.04% | Add +0.8% | 12,874,922 | $825.0M |
| Valmark Advisers, Inc. | 9.26% | Add +1.9% | 12,151,204 | $778.6M |
| US Bancorp \de | 0.93% | Add +1.0% | 11,530,530 | $769.4M |
| HighTower Advisors, LLC | 0.80% | Add +5.4% | 11,686,674 | $748.9M |
| Moneta Group Investment Advisors LLC | 5.28% | Reduce -1.0% | 10,948,174 | $701.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 10.20% | Add +36.6% | 10,869,572 | $696.5M |
| Manufacturers Life Insurance Company, The | 0.55% | Reduce -14.3% | 9,907,011 | $634.8M |
| Fisher Asset Management | 0.21% | Add +0.8% | 9,538,714 | $611.2M |
| Cambridge Associates LLC /Ma/ | 9.67% | Add +3.4% | 9,457,821 | $606.1M |
| SCS Capital Management LLC | 6.32% | Reduce -2.0% | 9,303,611 | $596.2M |
| HBK Sorce Advisory LLC | 11.30% | Add +0.7% | 7,820,433 | $553.9M |
| Focus Partners Wealth | 0.59% | Add +5.2% | 8,287,534 | $531.2M |
| Regions Financial Corp. | 3.39% | Add +1.3% | 8,136,420 | $521.4M |
| PNC Financial Services Group, Inc. | 0.30% | Reduce -4.9% | 8,084,586 | $518.1M |
| Stifel Financial Corp. | 0.48% | Reduce -10.1% | 8,080,270 | $517.8M |
| Cetera Investment Advisers | 0.53% | Add +1.0% | 7,762,066 | $497.4M |
| MML Investors Services, LLC | 1.35% | Reduce -8.9% | 7,600,217 | $487.0M |
| Country Trust Bank | 9.01% | Add +1.0% | 7,398,667 | $474.1M |
| Wit, LLC | 8.28% | Reduce -8.6% | 6,848,135 | $438.8M |
| CIBC Bancorp USA Inc. | 0.58% | — | 6,772,115 | $431.3M |
| JMG Financial Group, Ltd. | 11.07% | Add +1.1% | 6,275,829 | $402.2M |
| Keybank National Association | 1.46% | Reduce -0.5% | 6,255,187 | $400.8M |
| Alliancebernstein L.P. | 0.12% | Add +11.9% | 5,891,488 | $368.0M |
| M&T Bank Corp | 1.19% | Add +0.1% | 5,669,825 | $363.3M |
| Modera Wealth Management, LLC | 4.11% | Reduce -2.9% | 5,345,932 | $342.6M |
| Pathstone Holdings, LLC | 1.36% | Add +13.7% | 5,338,767 | $342.1M |
| Assetmark, Inc. | 0.69% | Add +0.6% | 5,300,718 | $339.7M |
| Fifth Third Bancorp | 0.60% | Add +59.8% | 5,103,764 | $327.0M |
| Ballentine Partners, LLC | 4.48% | Add +1.9% | 5,017,663 | $321.5M |
| Wedmont Private Capital | 10.37% | Add +10.0% | 4,740,776 | $321.5M |
| Osaic Holdings, Inc. | 0.47% | Add +2.4% | 4,975,739 | $318.9M |
| Beacon Pointe Advisors, LLC | 1.69% | Add +63.6% | 4,969,772 | $318.5M |
| Voya Investment Management LLC | 0.38% | Reduce -14.3% | 4,942,229 | $316.7M |
| Westwood Holdings Group Inc. | 2.27% | Add +1.8% | 4,841,404 | $310.2M |
| Fiduciary Trust Co | 3.62% | Reduce -0.9% | 4,776,066 | $306.1M |
| Vantagepoint Investment Advisers LLC | 2.59% | Add +4.4% | 4,763,933 | $305.3M |
| Rockefeller Capital Management L.P. | 0.54% | Add +2.1% | 4,762,512 | $305.2M |
| Bank of Montreal | 0.13% | Add +214.4% | 4,719,883 | $302.5M |
| MAI Capital Management | 1.68% | Add +3.8% | 4,624,277 | $296.3M |
| Ally Invest Advisors Inc. | 19.66% | Reduce -1.0% | 4,557,340 | $292.0M |
| Nepc LLC | 5.72% | Reduce -1.9% | 4,487,383 | $287.6M |
| Bridges Investment Management Inc. | 3.85% | Add +6.4% | 4,430,181 | $283.9M |
| TFO Wealth Partners, LLC | 37.42% | Reduce -1.6% | 4,294,262 | $275.2M |
| SBI Okasan Asset Management Co.Ltd. | 11.18% | Add +17929.2% | 4,397,138 | $272.8M |
| State of Tennessee, Department of Treasury | 0.91% | Reduce -2.3% | 4,222,808 | $270.6M |
| Truist Financial Corp. | 0.36% | Add +6.0% | 4,110,119 | $263.4M |
| Wilmington Savings Fund Society, FSB | 6.27% | Reduce -1.0% | 4,102,415 | $262.9M |
| BlackRock, Inc. | 0.00% | Add +6.7% | 4,066,994 | $260.6M |
| Vanguard Advisers Inc. | 1.00% | — | 3,989,649 | $255.7M |
| Pinnacle Financial Partners, Inc. | 1.94% | Add +3.1% | 3,957,635 | $253.6M |
| Linscomb Wealth, Inc. | 11.11% | Reduce -11.1% | 3,896,828 | $249.7M |
| Blair William & Co. | 0.71% | Add +22.7% | 3,862,086 | $247.5M |
| Savant Capital, LLC | 1.18% | Add +2.6% | 3,809,462 | $244.1M |
| Johnson Financial Group, LLC | 15.59% | Reduce -0.1% | 3,654,573 | $234.2M |
| Farmers & Merchants Investments Inc. | 6.45% | Add +2.8% | 3,649,530 | $233.9M |
| D.A. Davidson & Co. | 1.39% | Reduce -1.6% | 3,572,615 | $228.9M |
| BLB&B Advisors, LLC | 9.30% | Add +1.0% | 3,513,752 | $225.2M |
| Cambridge Investment Research Advisors, Inc. | 0.57% | Add +10.7% | 3,462,023 | $221.8M |
| Janney Montgomery Scott LLC | 0.55% | Reduce -3.3% | 3,460,078 | $221.7M |
| Truepoint, Inc. | 4.94% | Reduce -3.7% | 3,455,184 | $221.4M |
| Victory Capital Management Inc. | 0.14% | Add +21.0% | 3,410,358 | $218.5M |
| TD Waterhouse Canada Inc. | 0.65% | Add +75.4% | 3,362,729 | $218.5M |
| Farther Finance Advisors, LLC | 1.98% | Add +23.1% | 3,219,453 | $209.7M |
| Bank of Hawaii | 10.29% | Reduce -18.5% | 3,067,085 | $196.5M |
| Freestone Capital Holdings, LLC | 5.75% | Add +5.8% | 2,948,244 | $188.9M |
| Tanglewood Wealth Management, Inc. | 15.46% | Reduce -0.4% | 2,913,636 | $186.7M |
| Foster Group, Inc. | 5.41% | Add +1.2% | 2,834,008 | $181.6M |
| Acropolis Investment Management, LLC | 7.88% | Reduce -1.0% | 2,783,625 | $178.4M |
| Robertson Stephens Wealth Management, LLC | 4.79% | Add +23.4% | 2,669,304 | $171.0M |
| Lincoln National Corp. | 4.92% | Reduce -3.4% | 2,653,608 | $170.0M |
| BOK Financial Private Wealth, Inc. | 10.04% | Add +4.5% | 2,592,872 | $166.2M |
| Davis R M Inc. | 2.95% | Add +4.4% | 2,590,950 | $166.0M |
| Coldstream Capital Management Inc. | 2.04% | Add +0.3% | 2,570,908 | $164.7M |
| Clark Asset Management, LLC | 15.39% | Add +9.2% | 2,557,181 | $163.9M |
| Summit Trail Advisors, LLC | 2.33% | Add +25.0% | 2,539,753 | $162.7M |
| West Virginia University Foundation, Inc | 9.56% | New | 2,449,723 | $157.0M |
| Orion Porfolio Solutions, LLC | 1.32% | Reduce -0.6% | 2,416,424 | $154.8M |
| Aptus Capital Advisors, LLC | 1.29% | Reduce -2.2% | 2,395,141 | $153.5M |
| Eastern Bank | 2.63% | Reduce -1.7% | 2,386,846 | $152.9M |
| Oakworth Capital, Inc. | 7.93% | Add +5.2% | 2,337,244 | $149.8M |
| Old National Bancorp | 2.51% | Add +18.9% | 2,336,037 | $149.7M |
| Plante Moran Financial Advisors, LLC | 9.56% | Add +1.0% | 2,305,373 | $147.7M |
| Hirtle & Co., LLC | 5.75% | Add +6.7% | 2,300,281 | $147.4M |
| NewEdge Advisors, LLC | 0.53% | Reduce -1.4% | 2,296,726 | $147.2M |
| Envestnet Portfolio Solutions, Inc. | 0.81% | Reduce -81.0% | 2,289,350 | $146.7M |
| Evoke Wealth, LLC | 2.67% | Add +10.4% | 2,257,880 | $144.7M |
| Sigma Investment Counselors Inc. | 7.64% | Add +1.6% | 2,257,633 | $144.7M |
| Hills Bank & Trust Co | 6.96% | Add +1.0% | 2,247,545 | $144.0M |
| Glenmede Trust Co. NA | 0.70% | Add +2.3% | 2,237,745 | $143.4M |
| Nearwater Capital Markets, Ltd | 3.37% | Reduce -52.8% | 2,227,000 | $142.7M |
| Jabodon PT Co. | 16.41% | Add +11.5% | 2,203,616 | $141.2M |
| Wealth Enhancement Advisory Services, LLC | 0.31% | Reduce -32.8% | 2,187,334 | $140.8M |
| Johnson Investment Counsel Inc. | 1.13% | Add +7.8% | 2,182,786 | $139.9M |
| Keewaydin Investments LLC | 44.00% | Reduce -7.3% | 2,176,727 | $139.5M |
| National Bank of Canada | 0.14% | Reduce -29.5% | 2,172,361 | $139.2M |
| Steele Capital Management, Inc. | 5.71% | Add +2.0% | 2,152,149 | $137.9M |
| First Financial Bankshares Inc | 2.72% | Reduce -0.6% | 2,098,908 | $134.5M |
| Wellington Management Group LLP | 0.03% | Reduce -8.5% | 2,084,557 | $133.6M |
| Cresset Asset Management, LLC | 0.57% | Add +14.9% | 2,064,817 | $132.3M |
| HM Payson & Co. | 1.89% | Add +688.7% | 2,039,445 | $130.7M |
| Citizens Financial Group Inc. | 1.80% | Add +15.9% | 2,017,148 | $129.3M |
| Fusion Family Wealth, LLC | 9.48% | Add +1.9% | 1,982,081 | $127.0M |
| EverSource Wealth Advisors, LLC | 3.84% | Add +86.8% | 1,960,679 | $125.6M |
| Jane Street Group, LLC | 0.14% | Reduce -72.1% | 1,960,335 | $125.6M |
| Citigroup Inc. | 0.08% | Add +14.5% | 1,952,611 | $125.1M |
| Empowered Funds, LLC | 0.79% | New | 1,936,398 | $124.1M |
| Apella Capital, LLC | 1.80% | Add +0.3% | 1,740,478 | $121.2M |
| Laird Norton Wetherby Trust Company, LLC | 2.64% | Add +26.0% | 1,890,946 | $121.2M |
| Badgley Phelps Wealth Managers, LLC | 2.35% | Add +1.0% | 1,839,884 | $117.9M |
| Employees Retirement System of Texas | 1.20% | No change | 1,798,331 | $115.2M |
| Allen Investment Management, LLC | 1.41% | Add +32.6% | 1,777,177 | $113.9M |
| PDS Planning, Inc | 7.36% | Reduce -1.6% | 1,741,699 | $111.6M |
| Agf Management Ltd. | 0.50% | Add +3.6% | 1,723,173 | $110.4M |
| DT Investment Partners, LLC | 9.07% | Add +3.2% | 1,701,316 | $109.0M |
| Commerce Bank | 0.51% | Add +24.6% | 1,644,980 | $105.4M |
| Midwest Trust Co | 1.30% | Add +2.8% | 1,629,166 | $104.4M |
| Rebalance, LLC | 5.92% | Reduce -1.3% | 1,589,892 | $101.9M |
| Brown Advisory Inc. | 0.17% | Add +4.4% | 1,589,470 | $101.9M |
| CreativeOne Wealth, LLC | 2.35% | Add +0.0% | 1,577,008 | $101.1M |
| Clearstead Advisors, LLC | 0.91% | Add +508.7% | 1,559,457 | $99.9M |
| MassMutual Private Wealth & Trust, FSB | 2.71% | Reduce -0.6% | 1,554,661 | $99.6M |
| Pure Financial Advisors, LLC | 1.44% | Add +0.7% | 1,554,354 | $99.6M |
| Whittier Trust Co. | 1.12% | Add +11.9% | 1,525,106 | $99.3M |
| Woodmont Investment Counsel LLC | 6.10% | Add +3.4% | 1,544,563 | $99.0M |
| Kestra Advisory Services, LLC | 0.37% | Add +11.0% | 1,535,055 | $98.4M |
| Kohmann Bosshard Financial Services, LLC | 9.37% | Add +5.0% | 1,502,484 | $96.3M |
| CENTRAL TRUST Co | 1.84% | Add +23.6% | 1,457,328 | $93.4M |
| Arbor Investment Advisors, LLC | 12.05% | Reduce -0.5% | 1,445,106 | $92.6M |
| Waverly Advisors, LLC | 0.68% | Reduce -0.1% | 1,416,937 | $90.8M |
| Elwood & Goetz Wealth Advisory Group, LLC | 15.21% | Add +0.1% | 1,398,364 | $89.6M |
| TD Asset Management Inc | 0.07% | Add +11.8% | 1,380,471 | $88.5M |
| Patriot Investment Management Group, Inc. | 5.65% | Reduce -0.1% | 1,380,121 | $88.4M |
| NewEdge Wealth, LLC | 1.04% | Add +24.0% | 1,360,500 | $87.2M |
| Private Advisor Group, LLC | 0.41% | Add +15.0% | 1,349,511 | $86.5M |
| Arvest Bank Trust Division | 4.68% | Add +13.0% | 1,343,652 | $86.1M |
| Peapack Gladstone Financial Corp. | 1.09% | Add +1.6% | 1,335,202 | $85.6M |
| Choreo, LLC | 1.05% | Add +0.3% | 1,333,248 | $85.4M |
| &partners | 0.42% | Add +11.8% | 1,321,214 | $84.9M |
| Lido Advisors, LLC | 0.32% | Add +1.8% | 1,272,621 | $81.5M |
| Thrivent Financial for Lutherans | 0.16% | Reduce -10.2% | 1,275,510 | $81.5M |
| Connable Office Inc. | 7.94% | Reduce -3.4% | 1,259,848 | $80.7M |
| Wallington Asset Management, LLC | 10.67% | Reduce -1.2% | 1,253,147 | $80.3M |
| Gilbert & Cook, Inc. | 10.37% | Reduce -0.4% | 1,253,008 | $80.3M |
| Lockheed Martin Investment Management Co. | 2.93% | No change | 1,250,000 | $80.1M |
| Planning Alternatives Ltd. | 10.26% | Reduce -3.5% | 1,240,204 | $79.5M |
| Mission Wealth Management, LP | 1.64% | Reduce -3.9% | 1,220,992 | $78.2M |
| Horizon Investments, LLC | 0.87% | Add +107.9% | 1,211,578 | $77.6M |
| Klingman & Associates, LLC | 3.76% | Add +5.7% | 1,210,939 | $77.6M |
| Human Investing LLC | 11.28% | Reduce -3.0% | 1,208,409 | $77.4M |
| Sofi Wealth, LLC | 3.69% | Reduce -25.7% | 1,194,817 | $76.6M |
| Fulton Breakefield Broenniman LLC | 4.99% | Add +9.4% | 1,192,727 | $76.4M |
| Connecticut Wealth Management, LLC | 3.18% | Add +0.5% | 1,185,979 | $76.0M |
| Auto-Owners Insurance Co | 1.58% | No change | 1,178,750 | $75.5M |
| Proffitt & Goodson Inc. | 11.64% | Reduce -6.5% | 1,174,605 | $75.3M |
| Inherent Management Corp. | 38.15% | No change | 1,171,437 | $75.1M |
| LVW Advisors, LLC | 7.31% | Reduce -6.4% | 1,169,707 | $75.0M |
| Alps Advisors Inc. | 0.35% | Reduce -13.7% | 1,158,201 | $74.2M |
| Vision Capital Management, Inc. | 9.37% | Reduce -0.3% | 1,157,964 | $74.2M |
| AQR Capital Management | 0.03% | Add +19.9% | 1,151,187 | $73.8M |
| New York Life Investment Management LLC | 0.62% | Reduce -10.0% | 1,139,233 | $73.0M |
| Adventist Health System/ West | 12.86% | No change | 1,131,440 | $72.5M |
| Tanager Wealth Management LLP | 7.00% | Add +1.3% | 1,128,295 | $72.3M |
| Bokf, NA | 1.11% | Add +4.1% | 1,128,273 | $72.3M |
| Keel Point, LLC | 4.84% | Add +11.4% | 1,127,898 | $72.3M |
| Oakwell Private Wealth Management, LLC | 12.89% | Add +7.4% | 1,127,248 | $72.2M |
| Legacy Private Trust Co. | 4.45% | Reduce -1.9% | 1,122,493 | $71.9M |
| Whittier Trust Co. of Nevada Inc. | 1.48% | Add +4.8% | 1,103,762 | $71.9M |
| Signaturefd, LLC | 1.10% | Reduce -0.4% | 1,118,640 | $71.7M |
| Moody National Bank Trust Division | 6.78% | Add +72.2% | 1,111,319 | $71.2M |
| Vestmark Advisory Solutions, Inc. | 0.78% | Add +106.7% | 1,101,228 | $70.6M |
| Simon Quick Advisors, LLC | 3.22% | Add +10.9% | 1,098,313 | $70.4M |
| WestHill Financial Advisors, Inc. | 13.41% | Reduce -1.5% | 1,094,065 | $70.1M |
| Compound Planning, Inc. | 2.15% | Reduce -10.3% | 1,089,021 | $69.8M |
| Sageworth Trust Co | 2.97% | Add +31.3% | 1,079,778 | $69.2M |
| West Financial Advisors, LLC | 11.63% | Reduce -2.9% | 1,069,091 | $68.5M |
| Chai Trust Co. LLC | 5.76% | Add +21.4% | 1,061,981 | $68.1M |
| Nicolet Bankshares Inc. | 2.50% | Add +427.5% | 1,043,067 | $67.7M |
| Sepio Capital, LP | 3.67% | Add +1.8% | 1,055,102 | $67.6M |
| Range Advisory, LLC | 12.50% | Add +32.8% | 1,051,784 | $67.4M |
| Brookstone Capital Management | 0.77% | Add +2.5% | 1,049,185 | $67.2M |
| Atria Investments, Inc | 0.75% | Reduce -16.2% | 1,040,629 | $66.7M |
| Trilogy Capital Inc. | 2.96% | Reduce -0.9% | 1,037,450 | $66.5M |
| Beacon Investment Advisory Services, Inc. | 2.76% | Add +12.3% | 1,036,323 | $66.4M |
| Strategic Investment Advisors / MI | 4.58% | Add +2.0% | 1,035,011 | $66.3M |
| Charles Schwab Trust Co | 4.29% | Reduce -4.4% | 1,032,535 | $66.2M |
| Ellenbecker Investment Group | 8.87% | Add +7.9% | 1,026,987 | $65.8M |
| Kathmere Capital Management, LLC | 4.01% | Add +1.4% | 1,009,671 | $64.7M |
| Kwmg, LLC | 5.33% | Add +1.5% | 997,098 | $63.9M |
| Coyle Financial Counsel LLC | 13.50% | Add +1.7% | 995,981 | $63.8M |
| Pine Ridge Advisers LLC | 4.48% | No change | 984,266 | $63.1M |
| Allspring Global Investments Holdings, LLC | 0.10% | Reduce -6.7% | 960,908 | $62.6M |
| Welch & Forbes LLC | 0.80% | Add +0.3% | 970,411 | $62.2M |
| UMB Bank, n.a. | 0.87% | Add +0.2% | 968,323 | $62.1M |
| Sequoia Financial Advisors, LLC | 0.34% | Add +3.2% | 956,431 | $61.3M |
| Steward Partners Investment Advisory, LLC | 0.31% | Add +9.8% | 938,479 | $60.1M |
| Merit Financial Group, LLC | 0.44% | Reduce -0.8% | 933,569 | $59.8M |
| First Western Trust Bank | 3.01% | Add +37.9% | 930,771 | $59.6M |
| REAP Financial Group, LLC | 11.73% | Add +5.8% | 927,578 | $59.4M |
| DRW Securities, LLC | 3.23% | Add +821.7% | 925,404 | $59.3M |
| Avion Wealth | 12.16% | Reduce -3.6% | 917,970 | $58.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3.35% | Add +5.7% | 917,014 | $58.8M |
| Lowe Brockenbrough & Co. Inc. | 2.92% | Add +4.6% | 913,241 | $58.5M |
| Financial Synergies Wealth Advisors, Inc. | 5.57% | Reduce -1.6% | 911,468 | $58.4M |
| Citizens Business Bank | 9.56% | Reduce -1.1% | 910,316 | $58.3M |
| Bryn Mawr Trust Advisors, LLC | 2.82% | Reduce -0.9% | 907,001 | $58.1M |
| Exchange Traded Concepts, LLC | 0.45% | Add +1.9% | 906,112 | $58.1M |
| Arvest Investments, Inc. | 7.87% | Add +4.5% | 900,266 | $57.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.00% | Reduce -1.1% | 898,925 | $57.6M |
| Gemmer Asset Management LLC | 4.55% | Add +1.2% | 898,383 | $57.6M |
| Seaside Wealth Management, Inc. | 16.14% | Add +1.3% | 895,783 | $57.4M |
| Financial Advisors Network, Inc. | 7.90% | Reduce -5.7% | 892,836 | $57.2M |
| Meeder Advisory Services, Inc. | 2.37% | Reduce -5.1% | 885,176 | $56.7M |
| Old Mission Capital LLC | 1.34% | New | 884,885 | $56.7M |
| Petredis Investment Advisors LLC | 4.59% | Add +2.7% | 876,046 | $56.1M |
| Jacobsen Capital Management | 18.93% | Reduce -13.8% | 874,716 | $56.1M |
| EP Wealth Advisors, LLC | 0.27% | Reduce -6.2% | 868,550 | $55.7M |
| World Investment Advisors | 0.89% | Add +50.7% | 863,858 | $55.4M |
| Signal Advisors Wealth, LLC | 3.79% | Add +23.2% | 861,720 | $55.2M |
| Arlington Trust Co LLC | 4.86% | Add +4.4% | 861,007 | $55.2M |
| Riverpoint Wealth Management Holdings, LLC | 11.71% | Reduce -0.1% | 859,108 | $55.1M |
| Park Avenue Securities LLC | 0.43% | Add +3.2% | 858,247 | $55.0M |
| Chandler Asset Management, Inc. | 8.32% | Reduce -7.2% | 856,468 | $54.9M |
| Allworth Financial LP | 0.22% | Reduce -4.1% | 850,183 | $54.5M |
| Capital Planning Advisors, LLC | 7.80% | Add +1.8% | 842,318 | $54.0M |
| Consolidated Portfolio Review Corp | 4.91% | No change | 839,410 | $53.8M |
| Composition Wealth, LLC | 0.74% | Add +1.9% | 836,440 | $53.6M |
| Wealth Architects, LLC | 4.77% | Reduce -9.7% | 835,644 | $53.5M |
| Heartwood Wealth Advisors LLC | 4.65% | Reduce -7.7% | 832,286 | $53.3M |
| Tiaa Trust, National Association | 3.24% | Reduce -95.9% | 831,827 | $53.3M |
| Mutual Advisors, LLC | 1.14% | Add +6.2% | 830,644 | $53.2M |
| Alesco Advisors, LLC, An ESL Co | 1.34% | Reduce -5.1% | 820,151 | $52.6M |
| OLIO Financial Planning | 14.52% | Reduce -1.0% | 818,156 | $52.4M |
| Hanson & Doremus Investment Management | 5.98% | Reduce -0.3% | 811,831 | $52.0M |
| Trust Co | 4.82% | Add +1.5% | 803,197 | $51.5M |
| Keener Financial Planning LLC | 21.61% | Reduce -0.4% | 802,324 | $51.4M |
| Parker Financial LLC | 20.41% | Reduce -2.1% | 799,373 | $51.1M |
| Tectonic Advisors LLC | 2.70% | Add +3.0% | 796,228 | $51.0M |
| Journey Advisory Group, LLC | 4.35% | Add +8.4% | 792,195 | $50.8M |
| Partners in Financial Planning | 8.39% | Add +1.5% | 789,474 | $50.6M |
| Bank of Nova Scotia | 0.09% | Add +45.6% | 788,500 | $50.5M |
| Focus Partners Advisor Solutions, LLC | 0.50% | Add +11.6% | 782,578 | $50.1M |
| Raffa Wealth Management, LLC | 7.82% | Reduce -3.5% | 782,167 | $50.1M |
| Whitcomb & Hess, Inc. | 11.64% | Add +1.0% | 779,154 | $49.9M |
| GP Brinson Investments LLC | 22.62% | No change | 777,776 | $49.8M |
| First Bank & Trust | 8.02% | Reduce -2.2% | 776,648 | $49.8M |
| Summit Financial, LLC | 0.63% | Add +8.1% | 774,716 | $49.6M |
| Acorn Financial Advisory Services Inc. | 6.77% | Add +12.4% | 771,539 | $49.4M |
| Perkins Coie Trust Co | 9.49% | Add +1.6% | 770,556 | $49.4M |
| Cliffwater LLC | 13.08% | No change | 770,181 | $49.4M |
| Sanctuary Advisors, LLC | 0.27% | Add +1.8% | 768,573 | $49.3M |
| Grey Fox Wealth Advisors, LLC | 9.49% | Add +8.1% | 767,016 | $49.2M |
| Financial Advisory Corp | 6.77% | Reduce -2.1% | 760,053 | $48.7M |
| Old Mission Investment Co LLC | 11.22% | Add +1.5% | 748,746 | $48.0M |
| Greenwood Gearhart LLC | 2.59% | Add +2.9% | 748,732 | $48.0M |
| TLT Family Holdco ULC | 6.62% | No change | 748,200 | $47.9M |
| Nadler Financial Group, Inc. | 4.62% | Add +7.0% | 747,961 | $47.9M |
| Beaird Harris Wealth Management, LLC | 3.23% | Add +1.8% | 742,002 | $47.5M |
| PACK Private Wealth, LLC | 21.79% | Add +0.2% | 740,272 | $47.4M |
| Strid Group, LLC | 5.87% | Add +26.6% | 739,049 | $47.4M |
| Matrix Trust Co | 7.85% | Reduce -0.2% | 737,901 | $47.3M |
| 49 Wealth Management, LLC | 3.54% | Add +10.9% | 737,423 | $47.3M |
| Causeway Capital Management LLC | 0.58% | Add +74.8% | 736,637 | $47.2M |
| Brooklyn FI, LLC | 9.84% | Add +2.1% | 730,755 | $46.8M |
| Roof Eidam Maycock Peralta, LLC | 10.66% | Add +3.4% | 725,135 | $46.5M |
| Financial Planning Navigators CORP | 20.36% | Add +0.4% | 724,688 | $46.4M |
| Wolff Financial Management LLC | 10.22% | Add +1.4% | 721,999 | $46.3M |
| Roble, Belko & Company, Inc | 5.85% | Add +0.1% | 718,603 | $46.0M |
| Permanent Capital Management, LP | 7.15% | Add +0.1% | 668,654 | $46.0M |
| Rakuten Investment Management, Inc. | 0.09% | Add +100.0% | 768,550 | $45.9M |
| Noble Family Wealth, LLC | 9.46% | Add +4.8% | 715,084 | $45.8M |
| Founders Financial Securities LLC | 2.53% | Add +1.1% | 664,634 | $44.9M |
| SoundView Advisors Inc. | 15.84% | Reduce -1.2% | 694,551 | $44.5M |
| Nelson Capital Management, LLC | 5.37% | Add +6.7% | 685,976 | $44.0M |
| VestGen Advisors, LLC | 1.23% | Add +19.2% | 624,595 | $43.7M |
| Natixis Advisors, LLC | 0.06% | Add +13.1% | 678,877 | $43.5M |
| Advisors Capital Management, LLC | 0.51% | Add +17.6% | 676,160 | $43.3M |
| Tompkins Financial Corp. | 3.45% | Reduce -1.0% | 675,522 | $43.3M |
| Harbour Investments, Inc. | 0.67% | Add +14.2% | 672,488 | $43.1M |
| Wealth Management Strategies, Inc. | 19.37% | Add +4.5% | 668,039 | $42.8M |
| Manning & Napier Advisors LLC | 0.60% | Add +13.2% | 667,370 | $42.8M |
| Bogart Wealth, LLC | 1.65% | Add +22129.5% | 666,886 | $42.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +359.6% | 664,979 | $42.6M |
| Mesirow Financial Investment Management, Inc. | 0.69% | Add +47.5% | 663,651 | $42.5M |
| Ameritas Investment Partners, Inc. | 1.31% | Add +2.6% | 663,259 | $42.5M |
| Mayport, LLC | 7.89% | Add +16.1% | 662,483 | $42.5M |
| Cibc World Market Inc. | 0.07% | Reduce -4.7% | 651,183 | $41.7M |
| Fi3 FINANCIAL ADVISORS, LLC | 11.97% | Reduce -0.1% | 647,394 | $41.5M |
| Avior Wealth Management, LLC | 1.16% | Add +3.7% | 642,047 | $41.0M |
| Praetorian Wealth Management, Inc. | 7.79% | Add +0.2% | 604,120 | $41.0M |
| Inlight Wealth Management, LLC | 15.11% | Add +14.4% | 636,976 | $40.8M |
| Galvin, Gaustad & Stein, LLC | 3.31% | Add +8.8% | 635,928 | $40.8M |
| Conrad Siegel Investment Advisors, Inc. | 7.32% | Add +2.8% | 632,910 | $40.6M |
| Attessa Capital LLC | 22.05% | Add +3.1% | 632,694 | $40.5M |
| JRM Investment Counsel, LLC | 10.87% | Add +0.0% | 631,968 | $40.5M |
| Efficient Advisors, LLC | 2.87% | Reduce -19.2% | 630,007 | $40.4M |
| Cahill Financial Advisors Inc. | 4.36% | Reduce -6.2% | 628,350 | $40.3M |
| Penobscot Wealth Management | 11.81% | Add +5.1% | 623,833 | $40.0M |
| Choate Investment Advisors | 0.78% | Add +9.3% | 622,729 | $39.9M |
| Weitzel Financial Services, Inc. | 14.93% | Reduce -0.4% | 609,677 | $39.6M |
| Wiser Wealth Management, Inc | 8.54% | Add +1.1% | 618,310 | $39.6M |
| Windward Private Wealth Management Inc. | 13.68% | Add +0.1% | 617,688 | $39.6M |
| RPTC Inc. | 6.91% | Reduce -11.2% | 615,193 | $39.4M |
| Integris Wealth Management, LLC | 9.05% | Add +0.1% | 614,651 | $39.4M |
| Cascade Financial Partners, LLC | 4.05% | Add +0.1% | 613,020 | $39.3M |
| Relyea Zuckerberg Hanson LLC | 3.91% | Add +5.6% | 606,648 | $38.9M |
| Ellevest, Inc. | 5.39% | Reduce -0.6% | 604,859 | $38.8M |
| Meridian Management Co. | 9.62% | Reduce -3.9% | 603,238 | $38.7M |
| 1ST Source Bank | 1.99% | Add +5.8% | 600,665 | $38.5M |
| Bar Harbor Wealth Management | 2.25% | Add +9.4% | 599,739 | $38.4M |
| Evolution Advisers, Inc. | 16.15% | Reduce -0.5% | 598,049 | $38.3M |
| Cantor Fitzgerald Investment Advisors L.P. | 2.81% | Reduce -8.6% | 593,905 | $38.1M |
| Operose Advisors LLC | 8.75% | Add +13.7% | 588,865 | $37.7M |
| Tidal Investments LLC | 0.12% | Reduce -26.4% | 587,738 | $37.7M |
| Leavell Investment Management, Inc. | 1.53% | Add +4.0% | 582,227 | $37.3M |
| Wealthcare Advisory Partners LLC | 0.72% | Add +0.7% | 581,295 | $37.2M |
| Vident Advisory, LLC | 0.31% | Add +117.5% | 576,869 | $37.0M |
| Guardian Wealth Advisors, LLC / NC | 2.34% | Add +2.7% | 574,533 | $36.8M |
| SilverOak Wealth Management LLC | 5.82% | Add +11.5% | 574,475 | $36.8M |
| D'Orazio & Associates, Inc. | 4.75% | Add +0.3% | 572,859 | $36.7M |
| Mascoma Wealth Management LLC | 7.57% | Add +7.6% | 571,579 | $36.6M |
| Apriem Advisors | 3.49% | Reduce -0.5% | 570,851 | $36.6M |
| Kestra Private Wealth Services, LLC | 0.45% | Add +3.2% | 570,327 | $36.5M |
| Benjamin Edwards Inc. | 0.36% | Reduce -7.9% | 570,025 | $36.5M |
| Avidian Wealth Enterprises, LLC | 1.15% | Add +475.9% | 567,178 | $36.3M |
| Quantinno Capital Management LP | 0.06% | Add +19.3% | 564,820 | $36.2M |
| Sage Mountain Advisors LLC | 2.52% | Add +9.7% | 561,686 | $36.0M |
| Valeo Financial Advisors, LLC | 0.86% | Add +0.8% | 559,702 | $35.9M |
| Arcadia Wealth Management, LLC | 12.97% | Reduce -4.5% | 559,227 | $35.8M |
| Atlantic Union Bankshares Corp | 0.69% | Add +7.5% | 558,408 | $35.8M |
| Ieq Capital, LLC | 0.17% | Add +7.2% | 556,463 | $35.7M |
| Okabena Investment Services Inc. | 6.80% | Add +3.3% | 550,713 | $35.3M |
| Gotham Asset Management | 0.11% | Add +36.2% | 547,138 | $35.1M |
| Founders Grove Wealth Partners, LLC | 7.95% | Reduce -0.4% | 546,091 | $35.0M |
| Fiduciary Wealth Partners, LLC | 22.88% | Reduce -19.3% | 545,488 | $35.0M |
| Fairview Capital Investment Management, LLC | 1.89% | Add +5.0% | 541,790 | $34.7M |
| Intrust Bank NA | 2.82% | Reduce -4.5% | 540,862 | $34.7M |
| Advocate Group LLC | 5.42% | Add +4.2% | 540,708 | $34.6M |
| Arax Advisory Partners | 0.98% | Reduce -12.3% | 540,191 | $34.6M |
| Cordant, Inc. | 13.96% | Add +2.5% | 536,709 | $34.4M |
| McMorgan & Co. LLC | 5.56% | Reduce -29.1% | 535,942 | $34.3M |
| Sovereign Financial Group, Inc. | 5.94% | Add +3.5% | 533,080 | $34.2M |
| Segall Bryant & Hamill, LLC | 0.49% | Add +18.0% | 532,920 | $34.1M |
| Savvy Advisors, Inc. | 0.91% | Reduce -6.3% | 532,225 | $34.1M |
| Cwm, LLC | 0.09% | Reduce -2.0% | 531,000 | $34.0M |
| Discipline Wealth Solutions, LLC | 3.57% | Add +42.4% | 528,729 | $33.9M |
| Abacus Planning Group, Inc. | 4.56% | Reduce -2.3% | 528,331 | $33.9M |
| Parallel Advisors, LLC | 0.61% | Add +1.9% | 525,750 | $33.7M |
| McKinley Carter Wealth Services, Inc. | 1.95% | Reduce -37.3% | 525,701 | $33.7M |
| VPR Management LLC | 13.46% | No change | 525,600 | $33.7M |
| Cardiff Park Advisors, LLC | 2.69% | Add +18.6% | 525,132 | $33.7M |
| Cambridge Advisors Inc. | 6.52% | Reduce -4.5% | 524,375 | $33.6M |
| Axos Invest Inc. | 25.34% | Add +3.0% | 523,151 | $33.5M |
| Affiance Financial, LLC | 5.43% | Reduce -3.4% | 522,437 | $33.5M |
| Abound Wealth Management | 7.60% | Add +3.1% | 522,137 | $33.5M |
| JNBA Financial Advisors | 2.79% | Add +10.4% | 521,916 | $33.4M |
| Mosaic Family Wealth Partners, LLC | 3.41% | Add +2.2% | 520,084 | $33.3M |
| Stephens Inc. | 0.41% | Add +1.9% | 511,500 | $32.8M |
| Prosperity Advisers, LLC | 27.22% | Add +3.7% | 511,191 | $32.8M |
| NerdWallet Wealth Partners, LLC | 14.28% | Add +30.2% | 510,600 | $32.7M |
| Equita Financial Network, Inc. | 10.28% | Reduce -9.8% | 510,420 | $32.7M |
| Ballentine Capital Advisors, Inc | 13.52% | Reduce -0.1% | 509,740 | $32.7M |
| JFS Wealth Advisors, LLC | 1.83% | Reduce -0.8% | 509,610 | $32.7M |
| Morton Brown Family Wealth, LLC | 8.59% | Add +3.2% | 507,517 | $32.5M |
| Aufman Associates Inc | 15.95% | Reduce -1.6% | 507,208 | $32.5M |
| Precedent Wealth Partners, LLC | 6.50% | Add +11.3% | 506,968 | $32.5M |
| St. Louis Trust Co | 3.78% | Reduce -1.6% | 505,137 | $32.4M |
| GHP Investment Advisors, Inc. | 1.33% | Reduce -0.5% | 504,486 | $32.3M |
| O'shaughnessy Asset Management, LLC | 0.16% | Add +24.4% | 503,446 | $32.3M |
| Principal Securities, Inc. | 0.47% | Add +2.7% | 498,917 | $32.0M |
| Tenret Co LLC | 15.44% | Add +5.8% | 498,789 | $32.0M |
| AdvisorNet Financial, Inc | 1.64% | Add +4.3% | 494,179 | $31.7M |
| Garde Capital, Inc. | 1.89% | Reduce -1.1% | 493,403 | $31.6M |
| Montis Financial, LLC | 6.50% | Reduce -12.0% | 490,620 | $31.4M |
| Cypress Financial Planning LLC | 8.71% | Add +1.1% | 487,941 | $31.3M |
| Northeast Investment Management | 1.28% | Add +11.0% | 484,270 | $31.0M |
| Consilio Wealth Advisors, LLC | 9.06% | Add +101.3% | 483,856 | $31.0M |
| Axxcess Wealth Management, LLC | 0.99% | Add +1.0% | 482,740 | $30.9M |
| Exencial Wealth Advisors, LLC | 0.96% | Add +7.8% | 482,654 | $30.9M |
| SigFig Wealth Management, LLC | 0.90% | Reduce -6.8% | 479,118 | $30.7M |
| Argent Trust Co | 1.03% | Add +17.0% | 475,835 | $30.5M |
| Ashton Thomas Private Wealth, LLC | 0.72% | Add +26.9% | 475,483 | $30.5M |
| Integrated Wealth Concepts LLC | 0.24% | Add +55.5% | 474,704 | $30.4M |
| Beirne Wealth Consulting Services, LLC | 8.59% | Add +11.8% | 473,721 | $30.4M |
| Penserra Capital Management LLC | 0.35% | New | 463,139 | $29.7M |
| 1900 Wealth Management LLC | 1.90% | Reduce -1.1% | 462,616 | $29.6M |
| NorthRock Partners, LLC | 0.48% | Reduce -0.1% | 461,341 | $29.6M |
| Franklin Resources Inc. | 0.01% | Add +9.3% | 461,236 | $29.6M |
| American Trust | 2.61% | Reduce -1.7% | 460,453 | $29.5M |
| Geneos Wealth Management Inc. | 0.68% | Add +39.2% | 457,832 | $29.3M |
| Berkshire Money Management, Inc. | 2.99% | New | 455,647 | $29.2M |
| Pittenger & Anderson Inc. | 1.16% | Add +3.3% | 455,631 | $29.2M |
| Myecfo, LLC | 12.20% | Add +3.6% | 455,174 | $29.2M |
| Brandywine Asset Management, Inc. | 23.03% | Add +0.2% | 445,676 | $29.0M |
| Level Financial Advisors | 7.38% | Add +4.0% | 451,513 | $28.9M |
| VCI Wealth Management LLC | 8.01% | Add +61.2% | 450,867 | $28.9M |
| Hassell Wealth Management, LLC | 9.69% | Reduce -0.4% | 450,573 | $28.9M |
| Bear Mountain Capital, Inc. | 8.64% | Add +1.9% | 414,769 | $28.8M |
| Fiera Capital Corp | 0.10% | Reduce -8.9% | 448,614 | $28.7M |
| Up Strategic Wealth Investment Advisors LLC | 18.09% | Add +1.2% | 412,336 | $28.7M |
| Peak Retirement Planning, Inc. | 5.72% | Add +22.1% | 447,638 | $28.7M |
| 71 West Capital Partners | 1.26% | Add +0.8% | 446,401 | $28.6M |
| Heritage Trust Co | 2.86% | Add +1.9% | 444,563 | $28.5M |
| Kaydan Wealth Management, Inc. | 9.50% | Reduce -34.0% | 443,433 | $28.4M |
| Libra Wealth LLC | 7.96% | Add +3.4% | 440,860 | $28.3M |
| Kopp Family Office, LLC | 19.39% | Reduce -6.1% | 439,867 | $28.2M |
| Per Stirling Capital Management, LLC. | 3.10% | Reduce -7.4% | 438,386 | $28.1M |
| Brown Wealth Management, LLC | 7.21% | Add +20.4% | 438,095 | $28.1M |
| Fort Washington Investment Advisors Inc. | 0.16% | Add +3.7% | 437,845 | $28.1M |
| Hurlow Wealth Management Group, Inc. | 6.67% | Reduce -2.0% | 436,987 | $28.0M |
| United Financial Planning Group LLC | 16.51% | Add +4.3% | 435,762 | $27.9M |
| Modern Wealth Management, LLC | 0.48% | Reduce -2.9% | 425,409 | $27.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.7% | 432,133 | $27.7M |
| LBMC Investment Advisors, LLC | 1.69% | Add +3.4% | 431,796 | $27.7M |
| Salomon & Ludwin, LLC | 2.46% | Reduce -6.4% | 425,654 | $27.5M |
| Pinnacle Associates Ltd. | 0.35% | Reduce -9.8% | 428,358 | $27.4M |
| Kanawha Capital Management LLC | 1.93% | Add +14.8% | 427,875 | $27.4M |
| Claro Advisors Inc. | 3.30% | Add +3198.1% | 427,636 | $27.4M |
| Zuckerman Investment Group, LLC | 2.58% | Add +2.9% | 427,077 | $27.4M |
| Jordan Park Group LLC | 1.46% | Reduce -1.9% | 426,624 | $27.3M |
| Invst, LLC | 3.07% | Reduce -3.1% | 424,139 | $27.2M |
| Cornerstone Wealth Advisors, Inc. | 6.25% | Add +5.0% | 423,474 | $27.1M |
| Focus Financial Network, Inc. | 0.97% | Add +4.5% | 423,017 | $27.1M |
| Concurrent Investment Advisors, LLC | 0.29% | Reduce -1.8% | 420,230 | $26.9M |
| Fiduciary Group, LLC | 2.28% | Add +0.9% | 417,202 | $26.7M |
| Diversify Wealth Management, LLC | 0.48% | Add +47.9% | 398,251 | $26.7M |
| Prime Buchholz LLC | 13.96% | Add +0.6% | 416,806 | $26.7M |
| Advisory Services Network, LLC | 0.35% | Add +4.6% | 415,705 | $26.6M |
| Drive Wealth Management, LLC | 5.62% | Add +2.2% | 415,652 | $26.6M |
| Twele Capital Management, Inc. | 4.74% | Reduce -3.3% | 414,535 | $26.6M |
| Fifth Third Securities, Inc. | 1.71% | Add +8.5% | 412,934 | $26.5M |
| TrustBank | 10.18% | Add +6.5% | 409,669 | $26.3M |
| Balentine LLC | 1.04% | Reduce -2.0% | 403,190 | $25.8M |
| Anderson Hoagland & Co. | 2.22% | Add +2.2% | 403,001 | $25.8M |
| Stephenson & Company, Inc. | 13.94% | Add +0.9% | 401,173 | $25.7M |
| Intergy Private Wealth, LLC | 7.49% | Add +3.6% | 398,279 | $25.5M |
| Simmons Bank | 1.71% | Add +0.2% | 397,336 | $25.5M |
| Capital Asset Advisory Services LLC | 0.97% | Add +8.3% | 365,934 | $25.4M |
| Elevation Point Wealth Partners, LLC | 0.60% | Add +12.0% | 395,812 | $25.4M |
| United Capital Financial Advisors, LLC | 0.16% | Add +2.5% | 394,895 | $25.2M |
| PFG Private Wealth Management, LLC | 10.59% | Add +4.1% | 389,773 | $25.0M |
| Plancorp, LLC | 0.71% | Add +3.0% | 368,467 | $25.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.70% | Reduce -11.6% | 387,943 | $24.9M |
| Rossmore Private Capital | 2.18% | Reduce -2.2% | 386,783 | $24.8M |
| William Mack & Associates, Inc. | 14.13% | Reduce -2.6% | 385,705 | $24.7M |
| Waterford Advisors, LLC | 7.82% | Add +1.9% | 397,267 | $24.6M |
| Burkett Financial Services, LLC | 8.31% | Reduce -2.1% | 378,257 | $24.2M |
| Buck Wealth Strategies, LLC | 2.99% | Add +3.5% | 377,312 | $24.2M |
| a16z Perennial Management, L.P. | 2.01% | Reduce -0.2% | 377,003 | $24.2M |
| Northern Lights Advisors, Inc. | 16.31% | Add +2.8% | 375,705 | $24.1M |
| One Degree Advisors Inc | 6.30% | Reduce -1.1% | 375,039 | $24.0M |
| RFG Advisory, LLC | 0.44% | Add +14.0% | 373,278 | $23.9M |
| Procyon Advisors, LLC | 1.17% | Reduce -1.7% | 373,156 | $23.9M |
| Level Wealth Management LLC | 11.20% | Add +9.5% | 372,959 | $23.9M |
| Hudock, Inc. | 3.51% | Reduce -6.3% | 372,019 | $23.8M |
| Fairway Wealth LLC | 6.27% | Add +5.2% | 370,681 | $23.7M |
| QRG Capital Management, Inc. | 0.24% | Add +5.9% | 369,956 | $23.7M |
| Orin Green Financial, LLC | 9.70% | Reduce -0.8% | 369,189 | $23.7M |
| Arkadios Wealth Advisors | 0.39% | Add +76.3% | 368,434 | $23.6M |
| Wealthspire Retirement, LLC | 1.41% | Add +4.0% | 367,887 | $23.6M |
| Brucke Financial, Inc. | 11.92% | Add +273.7% | 366,593 | $23.5M |
| Aspen Grove Capital, LLC | 4.54% | Reduce -9.2% | 364,015 | $23.3M |
| KRM Wealth Management L.L.C. | 12.14% | Add +6.3% | 363,700 | $23.3M |
| Guardian Wealth Advisors, LLC | 13.37% | Reduce -4.2% | 362,920 | $23.3M |
| Dravo Bay LLC | 9.42% | Reduce -2.1% | 361,711 | $23.2M |
| Amara Financial, Llc. | 15.94% | Add +7.3% | 360,959 | $23.1M |
| Advisor OS, LLC | 1.67% | Reduce -17.1% | 360,560 | $23.1M |
| Park Place Capital Corp | 4.63% | Add +5.7% | 359,988 | $23.1M |
| CFS Investment Advisory Services, LLC | 1.58% | Add +12.7% | 330,567 | $23.0M |
| Vanguard National Trust Co | 1.44% | — | 357,764 | $22.9M |
| Stewardship Advisors, LLC | 5.26% | Add +7.5% | 357,365 | $22.9M |
| Zhang Financial LLC | 0.79% | Add +13.2% | 356,156 | $22.8M |
| Transamerica Financial Advisors, LLC | 1.94% | Reduce -3.0% | 355,456 | $22.8M |
| Chilton Capital Management LLC | 0.79% | Add +15.3% | 354,834 | $22.7M |
| Echo45 Advisors LLC | 12.69% | Reduce -0.5% | 352,211 | $22.6M |
| Payne Capital Management, LLC | 6.81% | Add +2.5% | 351,057 | $22.5M |
| Perigon Wealth Management, LLC | 0.41% | Add +3.6% | 349,879 | $22.4M |
| Gill Capital Partners, LLC | 6.40% | Add +11.2% | 347,448 | $22.3M |
| Motive Wealth Advisors | 10.42% | Reduce -14.7% | 346,246 | $22.2M |
| American Money Management, LLC | 3.51% | Add +1.5% | 345,658 | $22.1M |
| Texas Capital Bank Wealth Management Services Inc | 1.31% | Reduce -0.5% | 343,869 | $22.0M |
| Penney Financial, LLC | 8.45% | Add +0.5% | 343,634 | $22.0M |
| Signal Tree Financial Partners LLC | 16.49% | Add +2.0% | 340,970 | $21.8M |
| Chesley Taft & Associates LLC | 0.91% | Add +2.5% | 339,275 | $21.7M |
| Accredited Investors Inc. | 1.17% | Reduce -2.5% | 339,208 | $21.7M |
| Applied Capital LLC | 8.08% | Add +1.7% | 337,884 | $21.7M |
| Bradley Foster & Sargent Inc. | 0.34% | Reduce -5.9% | 336,871 | $21.6M |
| Fort Point Capital Partners LLC | 2.83% | Reduce -9.6% | 336,262 | $21.5M |
| Raelipskie Partnership | 9.06% | Add +0.8% | 334,121 | $21.4M |
| National Philanthropic Trust | 0.23% | Add +76.4% | 333,758 | $21.4M |
| Continuum Wealth Advisors, LLC | 8.79% | Add +4.2% | 330,777 | $21.2M |
| DiPaolo Financial Group, Inc. | 15.39% | Add +17.9% | 329,996 | $21.1M |
| Aspire Private Capital, LLC | 4.74% | Reduce -4.3% | 327,533 | $21.0M |
| HT Partners LLC | 6.34% | Add +7.6% | 326,965 | $21.0M |
| Portland Global Advisors LLC | 2.23% | Add +1.1% | 326,609 | $20.9M |
| Vise Technologies, Inc. | 0.41% | No change | 333,953 | $20.9M |
| Aletheian Wealth Advisors LLC | 10.17% | — | 325,489 | $20.9M |
| Kearns & Associates LLC | 11.21% | Add +2.1% | 325,021 | $20.8M |
| Warner Financial, Inc. | 7.13% | Add +5.7% | 324,323 | $20.8M |
| Kaleidoscope Capital LP | 7.98% | Reduce -6.9% | 323,236 | $20.7M |
| Telos Capital Management, Inc. | 1.98% | Add +1.9% | 321,898 | $20.6M |
| Sand Hill Global Advisors, LLC | 0.69% | Reduce -1.5% | 321,897 | $20.6M |
| Arcataur Capital Management LLC | 5.74% | Add +6.1% | 321,836 | $20.6M |
| Bay Harbor Wealth Management, LLC | 5.33% | Reduce -10.7% | 320,707 | $20.6M |
| Vilga Financial Planning LLC | 18.17% | Add +6.0% | 317,399 | $20.3M |
| CSM Advisors, LLC | 0.50% | Add +3.1% | 317,045 | $20.3M |
| Atmos Advisory, LLC | 11.51% | Reduce -9.1% | 316,339 | $20.3M |
| Thayer Partners, LLC / MA | 9.65% | Add +4.7% | 316,257 | $20.3M |
| Regal Investment Advisors LLC | 1.16% | Reduce -3.3% | 312,947 | $20.1M |
| Rinkey Investments | 5.08% | Reduce -1.5% | 310,210 | $19.9M |
| Rodgers & Associates, LTD | 2.01% | Reduce -2.7% | 307,921 | $19.7M |
| Bailard, Inc. | 0.45% | Add +2.7% | 307,596 | $19.7M |
| Marathon Mission, Inc. | 11.45% | Add +1.3% | 307,040 | $19.7M |
| Latigo Investments, LLC | 9.80% | No change | 306,975 | $19.7M |
| Hopwood Nicholas Hunter | 6.25% | Add +1.3% | 306,648 | $19.7M |
| Asset Allocation Strategies LLC | 3.47% | Add +8.5% | 304,707 | $19.5M |
| BNP Paribas Financial Markets | 0.01% | Reduce -90.6% | 301,703 | $19.3M |
| Cherry Tree Wealth Management, LLC | 4.09% | Add +0.8% | 301,466 | $19.3M |
| Summit Wealth Group, LLC | 4.43% | Add +0.3% | 301,247 | $19.3M |
| Stratos Wealth Partners, LTD. | 0.22% | Reduce -3.0% | 300,962 | $19.3M |
| Independent Advisor Alliance | 0.21% | Add +951.7% | 300,377 | $19.2M |
| YANKCOM Partnership | 7.91% | Add +10.7% | 300,064 | $19.2M |
| MJP Associates Inc. | 2.33% | Reduce -20.3% | 299,599 | $19.2M |
| Warwick Investment Management, Inc. | 2.78% | Add +36.2% | 298,929 | $19.2M |
| Equitable Holdings, Inc. | 0.12% | Add +43.4% | 588,378 | $19.1M |
| Waterloo Capital, L.P. | 1.34% | Reduce -1.7% | 298,169 | $19.1M |
| Ritholtz Wealth Management | 0.33% | Add +23.5% | 295,188 | $18.9M |
| Hillcrest Wealth Advisors - NY, LLC | 7.66% | Add +13.9% | 295,083 | $18.9M |
| HB Wealth Management, LLC | 0.12% | Add +17.2% | 295,068 | $18.9M |
| Bessemer Group Inc. | 0.03% | Add +29.8% | 294,843 | $18.9M |
| Signature Estate & Investment Advisors LLC | 0.38% | Add +8.5% | 294,834 | $18.9M |
| First Manhattan Co. Llc. | 0.05% | Add +11.3% | 294,591 | $18.9M |
| OpenArc Corporate Advisory, LLC | 0.27% | Add +127.2% | 294,246 | $18.9M |
| Sanchez Levi Garrett | 11.73% | — | 291,948 | $18.7M |
| CoreCap Advisors, LLC | 0.64% | Add +7.3% | 291,456 | $18.7M |
| MBM Wealth Consultants, LLC | 4.28% | Add +1.0% | 291,269 | $18.7M |
| Jmac Enterprises LLC | 3.57% | Add +1.7% | 290,987 | $18.6M |
| Flputnam Investment Management Co. | 0.28% | Reduce -4.6% | 289,996 | $18.6M |
| Ausdal Financial Partners, Inc. | 0.83% | Reduce -2.0% | 289,238 | $18.5M |
| Cambridge Capital Management, LLC | 7.98% | Add +1.9% | 289,181 | $18.5M |
| Unconventional Investor, LLC | 8.78% | Add +6.5% | 288,563 | $18.5M |
| Camden National Bank | 2.50% | Add +5.0% | 288,503 | $18.5M |
| Coastline Trust Co | 1.83% | Add +19.7% | 288,278 | $18.5M |
| Omnia Family Wealth, LLC | 5.81% | Add +2.8% | 287,746 | $18.4M |
| TrueWealth Financial Partners | 7.32% | New | 286,411 | $18.4M |
| True North Advisors, LLC | 2.09% | Add +64.2% | 286,089 | $18.3M |
| Steffes Financial, Ltd. | 9.67% | Add +13.0% | 285,838 | $18.3M |
| Sterling Wealth Management, Inc. | 5.01% | Reduce -0.1% | 284,944 | $18.3M |
| Whitegate Investment Counselors, Inc. | 5.80% | Add +0.1% | 284,792 | $18.2M |
| White Wing Wealth Management | 10.95% | Add +0.5% | 284,774 | $18.2M |
| Franklin, Parlapiano, Turner & Welch, LLC | 4.33% | New | 268,606 | $18.2M |
| Ade, LLC | 8.69% | Add +4.8% | 282,823 | $18.1M |
| Rareview Capital LLC | 10.54% | Add +1.6% | 315,371 | $18.0M |
| XY Planning Network, Inc. | 2.87% | Add +9.5% | 275,743 | $18.0M |
| Refined Wealth Management | 11.31% | Add +1011.9% | 279,667 | $17.9M |
| Smith, Moore & Co. | 1.30% | Add +0.2% | 278,974 | $17.9M |
| Battery Global Advisors, LLC | 9.57% | Add +7273.1% | 277,967 | $17.8M |
| Arlington Partners LLC | 35.53% | Add +105.8% | 277,768 | $17.8M |
| Investment Partners, LTD. | 6.33% | Add +3.9% | 277,622 | $17.8M |
| Oppenheimer & Co. Inc. | 0.21% | Add +22.7% | 273,686 | $17.5M |
| Hamilton Wealth, LLC | 3.41% | Add +0.1% | 273,411 | $17.5M |
| Bleakley Financial Group, LLC | 0.27% | Add +54.0% | 272,470 | $17.5M |
| Riversedge Advisors, LLC | 2.83% | Reduce -0.3% | 272,425 | $17.5M |
| Enclave Advisors LLC | 2.48% | Add +21.3% | 271,519 | $17.4M |
| Rialto Wealth Management, LLC | 3.90% | Reduce -1.9% | 270,782 | $17.4M |
| Carrera Capital Advisors | 2.66% | Add +4.4% | 269,252 | $17.3M |
| Integrated Wealthcare, LLC | 14.39% | Add +4.2% | 268,455 | $17.2M |
| Brindle & Bay Financial Advisors, LLC | 10.52% | Add +8.5% | 267,546 | $17.1M |
| REDW Wealth LLC | 6.83% | Reduce -12.9% | 267,325 | $17.1M |
| IFP Advisors, Inc | 0.35% | Add +13.1% | 266,993 | $17.1M |
| Friends of the Cornell Lab of Ornithology, Inc. | 16.14% | Add +4.5% | 266,651 | $17.1M |
| Gordian Advisors LLC | 11.36% | Reduce -0.9% | 266,171 | $17.1M |
| Topsail Wealth Management, LLC | 2.51% | Reduce -0.1% | 265,544 | $17.0M |
| Dynamic Advisor Solutions LLC | 0.54% | Reduce -2.5% | 265,496 | $17.0M |
| Wealth Forward, LLC | 9.53% | Add +1.1% | 263,557 | $16.9M |
| Parkwood LLC | 1.49% | No change | 262,127 | $16.8M |
| Crestmont Private Wealth LLC | 5.28% | Add +3.8% | 261,299 | $16.7M |
| Matrix Asset Advisors Inc. | 1.53% | Add +11.1% | 260,896 | $16.7M |
| Smith & Howard Wealth Management, LLC | 3.61% | Add +5.5% | 260,262 | $16.7M |
| FMA Wealth Management, LLC | 11.09% | Reduce -0.1% | 260,071 | $16.7M |
| FF Advisors,LLC | 6.74% | Add +1.7% | 245,662 | $16.6M |
| Gould Capital, LLC | 10.04% | Add +7.6% | 258,902 | $16.6M |
| Brighton Jones LLC | 0.36% | Add +4.3% | 257,436 | $16.5M |
| Western Reserve Capital Management, LLC | 13.54% | Add +1.1% | 257,376 | $16.5M |
| Hilltop Wealth Advisors, LLC | 9.82% | Reduce -2.9% | 255,880 | $16.4M |
| Towerpoint Wealth, LLC | 6.61% | Reduce -0.8% | 255,721 | $16.4M |
| Allstreet Capital Advisors LLC | 12.03% | Reduce -2.2% | 253,794 | $16.3M |
| Rochester Wealth Strategies, LLC | 9.81% | Reduce -1.7% | 252,558 | $16.2M |
| Hiley Hunt Wealth Management | 7.09% | Add +0.9% | 251,030 | $16.1M |
| Stratos Investment Management, LLC | 0.64% | Add +114.8% | 250,611 | $16.1M |
| Goldstone Financial Group, LLC | 1.73% | Add +9.6% | 249,586 | $16.0M |
| Fifth Third Wealth Advisors LLC | 0.54% | Add +10.4% | 249,071 | $16.0M |
| Keystone Global Partners, LLC | 7.12% | Reduce -1.1% | 248,622 | $15.9M |
| Mgo One Seven LLC | 0.32% | Add +3.3% | 247,883 | $15.9M |
| Green Ridge Wealth Planning LLC | 8.35% | Add +2.9% | 247,484 | $15.9M |
| Capital Advisors Inc. | 0.25% | Reduce -50.6% | 247,469 | $15.9M |
| Moller Wealth Partners | 3.13% | Reduce -0.5% | 247,152 | $15.8M |
| Central Bank & Trust Co. | 2.47% | Add +8.0% | 245,797 | $15.8M |
| AE Wealth Management LLC | 0.08% | Add +6.2% | 244,977 | $15.7M |
| Vavra Capital Management, LLC | 15.24% | Add +2.0% | 244,639 | $15.7M |
| Integrity Wealth Solutions LLC | 6.12% | Reduce -7.1% | 243,237 | $15.6M |
| Mackenzie Financial Corp. | 0.02% | Add +2.8% | 241,621 | $15.5M |
| MSH Capital Advisors LLC | 3.28% | Add +4.4% | 241,612 | $15.5M |
| Obermeyer Wealth Partners | 0.71% | Add +6.9% | 241,193 | $15.5M |
| Aspiriant, LLC | 0.44% | Add +1.1% | 241,032 | $15.4M |
| Sunesis Advisors, LLC | 6.98% | Add +1.6% | 240,861 | $15.4M |
| Evercore Wealth Management, LLC | 0.24% | Add +9.7% | 240,254 | $15.4M |
| Kings Path Partners LLC | 5.27% | Reduce -2.7% | 239,223 | $15.3M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -0.7% | 239,017 | $15.3M |
| Callan Family Office, LLC | 0.35% | Add +4.5% | 237,656 | $15.2M |
| Nwam LLC | 0.88% | Reduce -1.3% | 237,633 | $15.2M |
| TMB Capital Partners, LLC | 5.12% | Reduce -2.7% | 237,380 | $15.2M |
| Lodestar Private Asset Management LLC | 1.50% | Add +3.6% | 236,578 | $15.2M |
| Cornerstone Planning Group LLC | 2.01% | Reduce -5.9% | 218,756 | $15.1M |
| Staley Capital Advisers Inc. | 0.64% | Add +1.6% | 234,961 | $15.1M |
| Bristlecone Value Partners, LLC | 13.22% | Reduce -1.2% | 234,483 | $15.0M |
| Beacon Financial Strategies CORP | 8.52% | Add +2.4% | 234,141 | $15.0M |
| Epacria Capital Partners, LLC | 11.62% | No change | 234,089 | $15.0M |
| 1834 Investment Advisors Co. | 1.87% | Reduce -0.7% | 233,810 | $15.0M |
| Etesian Wealth Advisors, Inc. | 4.78% | Add +1.6% | 233,742 | $15.0M |
| Eagle Strategies LLC | 1.79% | Add +5.4% | 233,603 | $15.0M |
| NewSquare Capital LLC | 1.30% | Reduce -2.7% | 232,875 | $14.9M |
| P/E Global LLC | 1.17% | New | 232,135 | $14.9M |
| InvesTrust | 6.24% | Add +0.8% | 231,634 | $14.8M |
| Aerodigm Wealth, LLC | 5.59% | Reduce -1.5% | 231,609 | $14.8M |
| EJMK Ventures LLC | 8.26% | Add +91.8% | 230,627 | $14.8M |
| Thrive Capital Management, LLC | 3.20% | Reduce -1.3% | 228,183 | $14.6M |
| Silvercrest Asset Management Group LLC | 0.10% | Add +1.6% | 224,506 | $14.4M |
| Fund Evaluation Group, LLC | 0.44% | Add +1914.0% | 223,029 | $14.3M |
| IF Advisors, LLC | 10.09% | Add +13.7% | 222,644 | $14.3M |
| Ensign Peak Advisors, Inc | 0.03% | No change | 222,384 | $14.3M |
| Avestar Capital, LLC | 0.98% | Add +147.1% | 222,156 | $14.2M |
| Turtle Creek Wealth Advisors, LLC | 1.07% | Reduce -6.4% | 221,537 | $14.2M |
| Retirement Wealth Solutions LLC | 8.94% | Reduce -10.1% | 221,243 | $14.2M |
| Stone Summit Wealth LLC | 3.94% | Add +21.9% | 220,871 | $14.2M |
| Mittelman Wealth Management | 8.82% | Add +3.1% | 220,830 | $14.2M |
| Clarity Wealth Development LLC | 11.55% | Add +3.7% | 220,754 | $14.1M |
| Schneider Downs Wealth Management Advisors, LP | 1.54% | Reduce -0.4% | 218,620 | $14.0M |
| Meridian Wealth Advisors, LLC | 1.84% | Add +17.0% | 217,706 | $14.0M |
| Fonville Wealth Management LLC | 2.65% | Reduce -0.1% | 217,311 | $13.9M |
| Snowden Capital Advisors LLC | 0.37% | Add +1.6% | 216,955 | $13.9M |
| RiverGlades Family Offices LLC | 8.16% | — | 216,577 | $13.9M |
| Objectivity Squared, LLC | 8.75% | Reduce -4.9% | 216,533 | $13.9M |
| Arrowroot Family Office, LLC | 4.58% | Add +36.9% | 216,425 | $13.9M |
| Trust Co of the South | 2.23% | Reduce -20.3% | 216,384 | $13.9M |
| First National Bank of Omaha | 0.43% | Add +6.9% | 216,242 | $13.8M |
| Manske Wealth Management | 3.87% | Add +11.8% | 215,721 | $13.8M |
| SBI Securities Co., Ltd. | 0.38% | Add +13.6% | 214,603 | $13.8M |
| Park National Corp. | 0.42% | Add +15.5% | 214,231 | $13.7M |
| Fca Corp. | 3.86% | Add +1.3% | 213,184 | $13.7M |
| Horizons Wealth Management | 9.06% | Reduce -2.7% | 212,549 | $13.6M |
| WESCAP Management Group, Inc. | 2.67% | Add +1.4% | 211,649 | $13.6M |
| Apollon Wealth Management, LLC | 0.22% | Add +19.6% | 211,521 | $13.6M |
| Phoenix Wealth Advisors | 5.32% | Reduce -0.0% | 210,378 | $13.5M |
| Associated Banc-Corp | 0.36% | Add +13.9% | 210,016 | $13.5M |
| Blueprint Investment Partners LLC | 1.37% | Add +1.2% | 209,729 | $13.4M |
| Gutierrez Wealth Advisory, LLC | 8.33% | Reduce -1.4% | 209,346 | $13.4M |
| Fortitude Family Office, LLC | 3.01% | Reduce -1.2% | 209,210 | $13.4M |
| Tandem Financial, LLC | 4.52% | New | 208,410 | $13.4M |
| Frisco Financial Planning LLC | 11.00% | Reduce -0.8% | 208,134 | $13.3M |
| Huntington National Bank | 0.10% | New | 207,869 | $13.3M |
| Empower Advisory Group, LLC | 0.03% | Reduce -17.0% | 207,570 | $13.3M |
| Hohimer Wealth Management, LLC | 1.64% | Add +7.9% | 207,468 | $13.3M |
| Live Oak Investment Partners | 7.81% | Add +3.6% | 206,423 | $13.2M |
| Ferguson Wellman Capital Management, Inc. | 0.18% | New | 206,062 | $13.2M |
| Tenon Financial LLC | 5.18% | Reduce -1.0% | 205,679 | $13.2M |
| CGN Advisors LLC | 1.04% | Reduce -0.7% | 204,884 | $13.1M |
| Miller Investment Management, LP | 1.30% | Add +29.9% | 204,511 | $13.1M |
| First Horizon Corp. | 0.55% | Add +8.0% | 203,788 | $13.1M |
| BKM Wealth Management, LLC | 4.76% | Reduce -0.1% | 203,463 | $13.0M |
| Wind River Trust Co | 4.91% | No change | 202,975 | $13.0M |
| K2 Financial Inc. | 9.40% | Reduce -3.4% | 189,111 | $12.9M |
| RFG Holdings, Inc. | 3.25% | New | 201,501 | $12.9M |
| Auour Investments LLC | 4.06% | Add +0.4% | 201,325 | $12.9M |
| CVA Family Office, LLC | 1.35% | Add +36.3% | 200,546 | $12.9M |
| Parsons Capital Management Inc. | 0.59% | Add +7.0% | 200,251 | $12.8M |
| Seven Post Investment Office LP | 4.14% | Reduce -13.3% | 200,180 | $12.8M |
| First Citizens Bank & Trust Co. | 0.27% | Reduce -4.4% | 198,935 | $12.7M |
| Principia Wealth Advisory, LLC | 7.19% | Add +28.8% | 198,396 | $12.7M |
| First Heartland Consultants, Inc. | 0.97% | Add +1.3% | 197,943 | $12.7M |
| Kitching Partners, LLC | 11.65% | Reduce -9.5% | 197,326 | $12.6M |
| Forbes Financial Planning, Inc. | 7.29% | Add +2.0% | 196,899 | $12.6M |
| Redwood Investment Management, LLC | 1.56% | Add +8.2% | 196,536 | $12.6M |
| Birchbrook, Inc. | 6.16% | Reduce -1.3% | 196,199 | $12.6M |
| Capasso Planning Partners LLC | 6.75% | Add +6.5% | 195,263 | $12.5M |
| Halbert Hargrove Global Advisors, LLC | 0.61% | Reduce -3.1% | 194,501 | $12.5M |
| Nisa Investment Advisors, LLC | 0.05% | No change | 193,580 | $12.4M |
| Ashton Thomas Securities, LLC | 1.55% | Reduce -2.9% | 192,354 | $12.3M |
| SouthState Bank Corp | 0.57% | Add +84.2% | 191,879 | $12.3M |
| Maripau Wealth Management LLC | 5.39% | Add +5.3% | 191,494 | $12.3M |
| Xcelsior Advisor Partners LLC | 4.69% | Add +17.4% | 191,484 | $12.3M |
| IFG Advisors, LLC | 2.00% | Reduce -2.2% | 190,823 | $12.2M |
| Cerity Partners Retirement Plan Advisors LLC | 6.23% | — | 196,556 | $12.2M |
| PFW Advisors LLC | 3.83% | Add +0.1% | 189,923 | $12.2M |
| Drucker Wealth 3.0, LLC | 2.12% | Add +1.5% | 189,847 | $12.2M |
| Integrated Capital Management, LLC | 5.06% | Add +1046.1% | 187,055 | $12.0M |
| Rockbridge Investment Management, LCC | 1.08% | Add +5.3% | 186,984 | $12.0M |
| Dorsey & Whitney Trust CO LLC | 0.65% | Add +0.5% | 185,580 | $11.9M |
| Black Diamond Financial, LLC | 1.30% | Add +3.0% | 185,397 | $11.9M |
| Avant Financial Advisors LLC | 8.35% | Add +0.8% | 185,389 | $11.9M |
| Pine Valley Investments Ltd Liability Co | 0.58% | Reduce -10.2% | 185,239 | $11.9M |
| Elevated Capital Advisors, LLC | 2.99% | Add +1.0% | 185,188 | $11.9M |
| Cora Capital Advisors LLC | 3.92% | Add +4448.8% | 184,999 | $11.9M |
| Strategic Blueprint, LLC | 0.69% | Reduce -2.3% | 184,886 | $11.8M |
| Sigma Planning Corp | 0.33% | Add +1.5% | 184,230 | $11.8M |
| Certuity, LLC | 0.77% | Add +76.6% | 184,068 | $11.8M |
| Duncan Williams Asset Management, LLC | 3.27% | Add +1.1% | 183,838 | $11.8M |
| Centennial Bank | 4.21% | Add +22.8% | 183,020 | $11.7M |
| Values Added Financial LLC | 4.93% | Reduce -5.3% | 182,680 | $11.7M |
| Western Wealth Management, LLC | 0.45% | Add +235.4% | 182,656 | $11.7M |
| Summit Global Investments | 0.69% | Add +814.4% | 182,398 | $11.7M |
| Dynasty Wealth Management, LLC | 0.10% | Reduce -19.7% | 182,070 | $11.7M |
| Acumen Wealth Advisors, LLC | 3.13% | Add +1611.6% | 181,839 | $11.7M |
| Elite Life Management LLC | 14.54% | Add +1.2% | 163,933 | $11.6M |
| Highview Capital Management LLC | 4.22% | Reduce -14.9% | 181,098 | $11.6M |
| Sterling Group Wealth Management, LLC | 5.49% | Reduce -2.8% | 181,086 | $11.6M |
| Gould Asset Management LLC | 2.01% | Reduce -2.6% | 180,190 | $11.5M |
| Timmons Wealth Management, LLC | 10.94% | Add +1.9% | 180,073 | $11.5M |
| Frank, Rimerman Advisors LLC | 0.76% | Add +0.2% | 179,707 | $11.5M |
| Integrity Advisory Solutions, LLC | 1.52% | Reduce -4.8% | 179,204 | $11.5M |
| Headinvest, LLC | 2.35% | Add +5.4% | 178,899 | $11.5M |
| Newport Capital Group, LLC | 6.95% | Add +1.1% | 177,979 | $11.4M |
| Paulson Wealth Management Inc. | 2.67% | Add +2.4% | 177,885 | $11.4M |
| Shotwell Rutter Baer Inc | 6.69% | Add +1.9% | 177,685 | $11.4M |
| HUB Investment Partners, LLC | 0.28% | Add +644.7% | 177,683 | $11.4M |
| Opus Capital Group, LLC | 1.22% | Reduce -6.0% | 177,628 | $11.4M |
| Kraft, Davis & Associates, LLC | 2.42% | Add +1.5% | 164,998 | $11.4M |
| Trace Wealth Advisors, LLC | 8.50% | Reduce -4.9% | 176,958 | $11.3M |
| Roundview Capital LLC | 0.71% | Add +2.0% | 176,841 | $11.3M |
| Mission Hills Financial Advisory, LLC | 5.77% | Add +1.5% | 175,865 | $11.3M |
| Compton Wealth Advisory Group, LLC | 2.50% | Add +27.5% | 172,662 | $11.2M |
| Aurelius Family Office LLC | 4.87% | Reduce -0.6% | 174,636 | $11.2M |
| Security Financial Services, INC. | 1.76% | Reduce -1.7% | 173,263 | $11.1M |
| Twin Cities Retirement Group LLC | 10.14% | Add +4.6% | 173,032 | $11.1M |
| Integrated Advisors Network LLC | 0.58% | Add +5.2% | 172,664 | $11.1M |
| Johnson Bixby & Associates, LLC | 1.37% | Add +2.1% | 172,461 | $11.1M |
| Bricktown Capital, LLC | 2.17% | Reduce -40.3% | 172,264 | $11.0M |
| Lansing Street Advisors | 2.78% | Add +34.4% | 172,013 | $11.0M |
| Clarity Capital Advisors, LLC | 5.12% | Add +29.0% | 171,497 | $11.0M |
| Main Street Financial Solutions, LLC | 0.80% | Add +6.1% | 171,128 | $11.0M |
| Tortoise Investment Management, LLC | 0.90% | Reduce -0.2% | 170,559 | $10.9M |
| Victrix Investment Advisors | 3.96% | Add +16.7% | 170,393 | $10.9M |
| Lanark Financial, Inc. | 0.82% | Reduce -1.4% | 170,210 | $10.9M |
| Grove Bank & Trust | 1.23% | Add +4.2% | 170,028 | $10.9M |
| Martel Wealth Advisors LLC | 1.85% | Reduce -7.4% | 169,909 | $10.9M |
| Interactive Financial Advisors, Inc. | 7.12% | Add +0.3% | 169,886 | $10.9M |
| First Bancorp, Inc | 5.41% | Add +0.5% | 169,792 | $10.9M |
| CBIZ Investment Advisory Services, LLC | 0.40% | Reduce -2.9% | 169,197 | $10.8M |
| Flow Traders U.S. LLC | 0.34% | New | 168,343 | $10.8M |
| Foundation Wealth Management, LLC\PA | 3.78% | Add +15.7% | 167,304 | $10.7M |
| Becker Capital Management Inc. | 0.31% | Add +0.6% | 166,429 | $10.7M |
| OneDigital Investment Advisors LLC | 0.10% | Reduce -22.4% | 166,314 | $10.7M |
| Integrated Investment Consultants, LLC | 2.26% | Reduce -6.4% | 166,101 | $10.6M |
| Chilton Investment Co. Inc. | 0.25% | Add +177.2% | 165,535 | $10.6M |
| Allianz Asset Management GmbH | 0.01% | Add +5.5% | 165,400 | $10.6M |
| Quattro Financial Advisors LLC | 3.19% | Reduce -3.6% | 164,574 | $10.5M |
| Employees' Retirement Fund of the City of Fort Worth | 4.56% | Add +13.9% | 164,100 | $10.5M |
| New Hampshire Trust | 2.12% | Reduce -3.2% | 163,802 | $10.5M |
| Conning Inc. | 0.36% | Add +2.1% | 162,787 | $10.4M |
| Twin Focus Capital Partners, LLC | 1.20% | Add +15.9% | 162,334 | $10.4M |
| Tilson Financial Group, Inc. | 3.11% | Add +1.2% | 161,721 | $10.4M |
| Piedmont Capital Management, LLC | 6.91% | Add +4.5% | 161,623 | $10.4M |
| Creative Financial Designs Inc. | 0.63% | Add +16.8% | 161,303 | $10.3M |
| Global Strategic Investment Solutions, LLC | 1.01% | Reduce -4.3% | 160,321 | $10.3M |
| Waller Financial Planning Group, Inc. | 2.26% | Reduce -1.6% | 159,464 | $10.2M |
| Tarbox Family Office, Inc. | 1.66% | Reduce -2.1% | 159,401 | $10.2M |
| Mycio Wealth Partners, LLC | 2.03% | Add +9.3% | 159,281 | $10.2M |
| Prime Capital Investment Advisors, LLC | 0.12% | Add +10.2% | 158,945 | $10.2M |
| E&R Wealth Management, LLC | 10.13% | Add +0.8% | 158,647 | $10.2M |
| Michelson Medical Research Foundation, Inc. | 10.29% | No change | 158,160 | $10.1M |
| Pachira Investments Inc. | 4.73% | Add +19.8% | 157,835 | $10.1M |
| First Financial Corp. | 3.96% | Add +9.0% | 157,328 | $10.1M |
| STAR Financial Bank | 4.74% | Add +149.2% | 156,704 | $10.0M |
| Arete Wealth Advisors, LLC | 0.75% | Reduce -7.3% | 156,282 | $10.0M |
| Campion Asset Management | 6.77% | Add +1.1% | 155,683 | $10.0M |
| Ancora Advisors LLC | 0.21% | Add +14.8% | 155,416 | $10.0M |
| Essex Financial Services, Inc. | 0.56% | Add +14.2% | 155,203 | $9.9M |
| Rosenberg Matthew Hamilton | 2.04% | Reduce -1.3% | 155,021 | $9.9M |
| Elmwood Wealth Management, Inc. | 2.74% | Add +2.6% | 154,582 | $9.9M |
| Roth Financial Partners LLC | 3.37% | Reduce -11.0% | 154,772 | $9.9M |
| Capitolis Liquid Global Markets LLC | 0.06% | — | 153,200 | $9.8M |
| Pitcairn Wealth Advisors LLC | 0.90% | No change | 157,079 | $9.8M |
| 6th Street Advisors, LLC | 6.15% | — | 152,593 | $9.8M |
| Smartleaf Asset Management LLC | 0.35% | Add +17.4% | 157,483 | $9.8M |
| CWA Asset Management Group, LLC | 0.33% | Add +1.8% | 152,291 | $9.8M |
| Great Valley Advisor Group, Inc. | 0.18% | Add +7.9% | 151,770 | $9.7M |
| Root Financial Partners, LLC | 0.45% | Add +54.6% | 150,469 | $9.6M |
| Carroll Advisory Group, LLC | 3.73% | Add +50.6% | 149,753 | $9.6M |
| Berkshire Asset Management LLC | 0.41% | Add +6.5% | 149,385 | $9.6M |
| Silverlake Wealth Management LLC | 2.02% | Add +36.3% | 149,353 | $9.6M |
| Seldon Capital LP | 3.51% | No change | 149,017 | $9.5M |
| Fidelis Capital Partners, LLC | 0.68% | Add +0.9% | 148,808 | $9.5M |
| KilterHowling LLC | 4.80% | Add +9.6% | 148,492 | $9.5M |
| BSW Wealth Partners | 1.16% | Reduce -2.4% | 147,892 | $9.5M |
| Monument Group Wealth Advisors, LLC | 5.25% | Reduce -4.5% | 147,684 | $9.5M |
| Stembrook Asset Management, LLC | 9.25% | Reduce -1.1% | 147,413 | $9.4M |
| Brandywine Trust Co. | 1.71% | Add +0.1% | 147,317 | $9.4M |
| Walkner Condon Financial Advisors LLC | 1.23% | Add +6.0% | 146,146 | $9.4M |
| Tamar Securities, LLC | 1.00% | Add +6.6% | 145,681 | $9.3M |
| North Star Investment Management Corp. | 0.57% | Add +11.8% | 145,515 | $9.3M |
| Lexington Hill Partners, LLC | 5.28% | Add +17.5% | 145,444 | $9.3M |
| Fairman Group, LLC | 7.95% | Add +13.3% | 145,205 | $9.3M |
| Resolute Advisors LLC | 3.85% | Add +1.5% | 145,119 | $9.3M |
| Florida Trust Wealth Management Co | 0.26% | Add +16.9% | 144,376 | $9.3M |
| Courier Capital LLC | 0.52% | Add +8.4% | 144,314 | $9.2M |
| Prosperity Consulting Group, LLC | 0.41% | Reduce -2.4% | 144,166 | $9.2M |
| Mitchell McLeod Pugh & Williams Inc. | 1.36% | Add +6.2% | 144,115 | $9.2M |
| Emprise Bank | 3.70% | Reduce -0.9% | 143,599 | $9.2M |
| Triad Wealth Partners, LLC | 0.73% | Add +10.6% | 143,307 | $9.2M |
| Ascent Group, LLC | 0.32% | Reduce -1.7% | 143,061 | $9.2M |
| Waldron Private Wealth LLC | 0.36% | Add +0.2% | 142,830 | $9.2M |
| Three Bridge Wealth Advisors, LLC | 2.50% | Reduce -0.3% | 142,287 | $9.1M |
| Susquehanna International Group, LLP | 0.01% | Reduce -53.6% | 142,150 | $9.1M |
| Burling Wealth Partners, LLC | 1.47% | Add +45.7% | 142,143 | $9.1M |
| Roberts Wealth Advisors, LLC | 2.31% | Reduce -1.1% | 141,949 | $9.1M |
| Stillwater Capital Advisors, LLC | 1.04% | Add +3.6% | 141,927 | $9.1M |
| Blueprint Financial Advisors LLC | 1.34% | Add +12.4% | 141,625 | $9.1M |
| HighRoad Wealth Advisors, LLC | 8.86% | Reduce -0.7% | 141,524 | $9.1M |
| B. Riley Wealth Advisors, Inc. | 0.59% | Reduce -13.2% | 146,008 | $9.1M |
| Capital Analysts, LLC | 0.24% | Add +18.1% | 139,815 | $9.0M |
| Fullerton Advisors, LLC | 9.27% | Add +6.6% | 139,666 | $8.9M |
| Talon Private Wealth, LLC | 1.18% | — | 139,080 | $8.9M |
| VSM Wealth Advisory, LLC | 2.66% | Add +2.0% | 139,064 | $8.9M |
| Nations Financial Group Inc, /Ia/ | 0.46% | Add +5.5% | 138,314 | $8.9M |
| Plum Street Advisors, LLC | 3.06% | Add +0.2% | 137,787 | $8.8M |
| Vectors Research Management, LLC | 2.57% | Add +15.6% | 137,513 | $8.8M |
| Cary Street Partners Financial LLC | 0.22% | Reduce -2.6% | 155,120 | $8.8M |
| GK Wealth Management LLC | 7.61% | New | 141,015 | $8.7M |
| DWR Wealth Management, LLC | 7.61% | Reduce -1.7% | 141,015 | $8.7M |
| AlphaCore Capital LLC | 0.21% | Reduce -14.5% | 135,515 | $8.7M |
| Legacy Wealth Partners, LLC | 2.17% | Add +2.9% | 135,254 | $8.7M |
| Joule Financial, LLC | 2.52% | Reduce -1.5% | 134,998 | $8.7M |
| Creekside Partners | 3.55% | Add +14.4% | 134,718 | $8.6M |
| Farnam Financial LLC | 7.09% | Add +6.7% | 134,378 | $8.6M |
| Sagespring Wealth Partners, LLC | 0.16% | Add +12.1% | 134,323 | $8.6M |
| Cerity Partners OCIO LLC | 0.51% | Reduce -52.9% | 133,940 | $8.6M |
| Wedbush Securities Inc. | 0.25% | Add +29.8% | 133,456 | $8.6M |
| Old Second National Bank of Aurora | 1.77% | Add +2.5% | 133,357 | $8.5M |
| FSB Premier Wealth Management, Inc. | 2.67% | Reduce -3.8% | 132,927 | $8.5M |
| Rothschild Wealth LLC | 0.77% | Reduce -2.1% | 132,652 | $8.5M |
| Spectrum Strategic Capital Management, LLC | 4.57% | Add +11.2% | 132,638 | $8.5M |
| Sound Stewardship, LLC | 3.88% | Reduce -0.2% | 132,196 | $8.5M |
| Chicago Partners Investment Group LLC | 0.19% | Add +2.6% | 123,456 | $8.4M |
| Sandy Cove Advisors, LLC | 2.51% | Reduce -2.8% | 130,677 | $8.4M |
| Strategent Financial, LLC | 5.67% | Add +5.1% | 130,319 | $8.4M |
| Revolve Wealth Partners, LLC | 1.07% | Reduce -7.6% | 128,648 | $8.2M |
| Eclectic Associates Inc. | 1.09% | Add +11.1% | 127,751 | $8.2M |
| Fortis Advisors, LLC | 4.09% | Add +21.9% | 127,474 | $8.2M |
| Finhabits Advisors LLC | 7.53% | Reduce -1.0% | 127,308 | $8.2M |
| EPG Wealth Management LLC | 2.21% | Add +3790.2% | 127,132 | $8.1M |
| Naples Global Advisors, LLC | 0.59% | Add +1.9% | 126,719 | $8.1M |
| LifePlan Investment Advisors, Inc. | 3.19% | Add +3.9% | 126,510 | $8.1M |
| DBK Financial Counsel, LLC | 6.13% | Reduce -19.9% | 126,416 | $8.1M |
| Prudent Man Advisors, LLC | 2.43% | Reduce -18.6% | 120,895 | $8.1M |
| American Investment Services, Inc. | 1.80% | Reduce -3.1% | 126,020 | $8.1M |
| Jacobi Capital Management LLC | 0.45% | Add +2.2% | 125,804 | $8.1M |
| Retirement Planning Group, LLC | 0.25% | Reduce -2.3% | 125,729 | $8.1M |
| Verus Capital Partners, LLC | 0.55% | Reduce -3.6% | 125,710 | $8.1M |
| W.H. Cornerstone Investments Inc. | 5.03% | Add +11.8% | 125,499 | $8.0M |
| GenTrust, LLC | 0.34% | Add +3.8% | 124,996 | $8.0M |
| Tradition Wealth Management, LLC | 0.57% | Add +1.1% | 124,121 | $8.0M |
| Sax Wealth Advisors, LLC | 0.39% | Reduce -2.0% | 127,279 | $8.0M |
| PAX Financial Group, LLC | 1.36% | Reduce -7.7% | 123,984 | $7.9M |
| Farrell Financial LLC | 4.74% | Add +1.1% | 123,814 | $7.9M |
| Jim Saulnier & Associates, LLC | 3.86% | Add +5.7% | 123,634 | $7.9M |
| RS Crum Inc. | 1.53% | Add +0.7% | 123,500 | $7.9M |
| Brandywine Oak Private Wealth LLC | 0.66% | Reduce -0.5% | 123,101 | $7.9M |
| Curi Capital, LLC | 0.14% | Add +26.5% | 123,052 | $7.9M |
| JHP Wealth Management, LLC | 7.53% | Add +19.8% | 122,957 | $7.9M |
| Ameritas Advisory Services, LLC | 0.31% | Reduce -2.9% | 122,603 | $7.9M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -1.7% | 122,601 | $7.9M |
| Madrid Wealth Management, LLC | 5.92% | Add +2.8% | 122,525 | $7.9M |
| Veery Capital, LLC | 2.40% | Add +0.3% | 122,038 | $7.8M |
| NorthStar Asset Management LLC | 3.77% | Add +1.4% | 121,840 | $7.8M |
| Journey Beyond Wealth, LLC | 6.70% | Reduce -8.1% | 121,824 | $7.8M |
| Steph & Co. | 2.22% | Add +11.1% | 121,655 | $7.8M |
| Wood Tarver Financial Group, LLC | 2.14% | Add +16.9% | 121,103 | $7.8M |
| Koshinski Asset Management, Inc. | 0.48% | Reduce -3.9% | 120,973 | $7.8M |
| Independent Financial Group, LLC | 0.17% | Add +158.4% | 120,478 | $7.7M |
| Hobart Private Capital, LLC | 1.51% | Add +881.4% | 120,254 | $7.7M |
| Optas, LLC | 1.16% | Add +2.1% | 120,123 | $7.7M |
| Lord & Richards Wealth Management, LLC | 6.74% | Add +2.3% | 119,901 | $7.7M |
| BlueSky Wealth Advisors, LLC | 0.99% | Add +1.9% | 119,711 | $7.7M |
| Narus Financial Partners, LLC | 2.00% | Add +1.9% | 119,261 | $7.6M |
| Windsor Capital Management, LLC | 2.27% | Reduce -10.2% | 118,639 | $7.6M |
| Cassady Wealth & Retirement Planning, LLC | 3.91% | Add +14.2% | 109,654 | $7.5M |
| Caldwell Trust Co | 0.67% | Add +7.9% | 117,472 | $7.5M |
| Entrust Financial LLC | 5.26% | Reduce -5.6% | 117,440 | $7.5M |
| CoreFirst Bank & Trust | 3.98% | Add +1.0% | 117,046 | $7.5M |
| Encompass Wealth Advisors, LLC | 2.61% | Reduce -0.5% | 116,872 | $7.5M |
| TPG Advisors LLC | 4.61% | Add +2.3% | 115,450 | $7.4M |
| International Assets Investment Management, LLC | 0.51% | Add +13.2% | 113,495 | $7.4M |
| Gradient Capital Advisors, LLC | 1.91% | Add +1.6% | 114,961 | $7.4M |
| Independent Family Office, LLC | 3.01% | Add +7.5% | 114,168 | $7.3M |
| Sovran Advisors, LLC | 0.57% | Add +4.3% | 106,243 | $7.3M |
| LifeGuide Financial Advisors, LLC | 2.34% | Reduce -0.4% | 114,018 | $7.3M |
| Silver Oak Securities, Incorporated | 0.53% | Reduce -22.4% | 113,790 | $7.3M |
| Westerkirk Capital Inc. | 0.78% | No change | 113,781 | $7.3M |
| IHT Wealth Management, LLC | 0.17% | Add +8.9% | 113,234 | $7.3M |
| RHS Financial, LLC | 3.43% | Reduce -2.0% | 112,869 | $7.2M |
| LOM Asset Management Ltd | 2.08% | Add +6.2% | 112,747 | $7.2M |
| Semitam Bonam LLC | 5.89% | Reduce -1.6% | 112,577 | $7.2M |
| Graves Light Lenhart Wealth, Inc. | 0.75% | Add +4.1% | 112,208 | $7.2M |
| McNamara Financial Services, Inc. | 1.36% | Reduce -2.0% | 112,101 | $7.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -82.3% | 112,037 | $7.2M |
| Lane Brothers & Co. Inc. | 5.22% | Reduce -2.0% | 111,845 | $7.2M |
| Heritage Family Offices, LLP | 3.17% | Add +552.8% | 111,616 | $7.2M |
| Mission Creek Capital Partners, Inc. | 1.42% | Add +4.7% | 111,449 | $7.1M |
| Renaissance Technologies | 0.01% | New | 111,400 | $7.1M |
| Taylor Hoffman Capital Management LLC | 2.18% | Add +0.9% | 110,445 | $7.1M |
| Kovack Advisors, Inc. | 0.38% | Add +5.8% | 108,453 | $7.0M |
| River Street Advisors LLC | 2.37% | Add +20.6% | 109,604 | $7.0M |
| Marino Management, LLC | 1.28% | No change | 113,061 | $7.0M |
| Kingswood Wealth Advisors, LLC | 0.33% | Add +9.0% | 109,282 | $7.0M |
| Severin Investments, LLC | 6.01% | Add +47.7% | 109,217 | $7.0M |
| Meadowbrook Advisors Group, LLC | 4.16% | Reduce -1.0% | 109,204 | $7.0M |
| Summitas Investment Management LLC | 5.48% | Reduce -9.8% | 109,113 | $7.0M |
| Strong Retirement Solutions LLC | 4.89% | Reduce -6.9% | 108,996 | $7.0M |
| Bearing Point Capital, LLC | 1.09% | Reduce -0.8% | 108,465 | $7.0M |
| Wright Wealth LLC | 4.65% | Add +5.8% | 108,449 | $6.9M |
| Whitaker-Myers Wealth Managers, LTD. | 1.38% | Add +6.5% | 108,175 | $6.9M |
| Steel Grove Capital Advisors, LLC | 0.73% | Add +1.9% | 108,069 | $6.9M |
| One Capital Management, LLC | 0.19% | Add +27.6% | 107,785 | $6.9M |
| Regency Capital Management Inc.\DE | 3.07% | Add +6.5% | 107,114 | $6.9M |
| Csenge Advisory Group | 0.31% | Reduce -9.9% | 107,020 | $6.9M |
| Grove Street Fiduciary, LLC | 3.02% | Reduce -2.5% | 106,813 | $6.8M |
| M Holdings Securities, Inc. | 0.46% | Reduce -13.9% | 99,811 | $6.8M |
| Fort Sheridan Advisors LLC | 0.82% | Reduce -1.0% | 105,934 | $6.8M |
| Ironwood Financial, llc | 1.18% | Add +5.2% | 105,888 | $6.8M |
| Certified Advisory Corp | 0.61% | Add +0.1% | 105,886 | $6.8M |
| Compass Financial Group, Inc. | 3.06% | Reduce -1.0% | 105,848 | $6.8M |
| Crescent Grove Advisors, LLC | 0.67% | Add +1.4% | 105,685 | $6.8M |
| Fiduciary Advisors, Inc. | 5.08% | Reduce -7.5% | 105,554 | $6.8M |
| Perennial Investment Advisors, LLC | 0.54% | Add +7.7% | 105,512 | $6.8M |
| ICONIQ Capital, LLC | 0.15% | No change | 105,323 | $6.7M |
| Diversified Trust Co. | 0.13% | Add +19.6% | 105,183 | $6.7M |
| Meridian Wealth Management, LLC | 0.24% | Add +4.9% | 105,125 | $6.7M |
| OxenFree Capital LLC | 3.23% | New | 97,053 | $6.7M |
| Hudson Oak Wealth Advisory LLC | 5.77% | Add +1.7% | 103,550 | $6.6M |
| Diversified Enterprises, LLC | 0.36% | Reduce -4.6% | 103,381 | $6.6M |
| Deutsche Bank AG | 0.00% | Reduce -3.0% | 103,197 | $6.6M |
| Haverford Trust Co | 0.06% | Add +2.1% | 102,637 | $6.6M |
| Guardsman Private Capital Management, Inc. | 5.12% | No change | 102,296 | $6.6M |
| McAdam, LLC | 0.30% | Reduce -6.1% | 102,239 | $6.6M |
| Advyzon Investment Management, LLC | 0.59% | Add +7.1% | 102,107 | $6.5M |
| Smithbridge Asset Management Inc. | 0.97% | Add +270.4% | 101,922 | $6.5M |
| Birch Hill Investment Advisors LLC | 0.29% | Add +31.7% | 101,773 | $6.5M |
| St Germain D J Co. Inc. | 0.26% | Reduce -0.7% | 101,272 | $6.5M |
| Manuka Financial, LLC | 4.00% | Add +0.2% | 101,190 | $6.5M |
| Squarepoint Ops LLC | 0.01% | Add +414.7% | 101,159 | $6.5M |
| Bank of New Hampshire | 1.48% | Reduce -0.2% | 101,133 | $6.5M |
| Cypress Wealth Services, LLC | 0.91% | Reduce -1.7% | 100,517 | $6.4M |
| Foundations Investment Advisors, LLC | 0.08% | Reduce -1.6% | 100,491 | $6.4M |
| Astra Wealth Partners LLC | 4.04% | Add +1.5% | 99,905 | $6.4M |
| United Advisor Group, LLC | 0.79% | Reduce -1.8% | 99,874 | $6.4M |
| Kintra Wealth, LLC | 0.45% | Add +593.0% | 99,870 | $6.4M |
| Leo Wealth, LLC | 0.46% | Reduce -6.5% | 99,867 | $6.4M |
| Nuveen, LLC | 0.00% | No change | 99,600 | $6.4M |
| Marathon Strategic Advisors, LLC | 4.58% | Reduce -0.3% | 99,472 | $6.4M |
| Motley Fool Wealth Management, LLC | 0.72% | Reduce -5.3% | 99,314 | $6.4M |
| Broadview Financial Management, LLC | 4.33% | Reduce -4.0% | 98,952 | $6.3M |
| GC Wealth Management RIA, LLC | 0.26% | Add +59.9% | 98,844 | $6.3M |
| Altura Wealth Advisors Inc. | 2.75% | Reduce -29.0% | 98,485 | $6.3M |
| Kingsview Wealth Management, LLC | 0.08% | Reduce -7.8% | 96,849 | $6.2M |
| Trevian Wealth Management LLC | 3.06% | Add +5.2% | 96,618 | $6.2M |
| Grey Ledge Advisors, LLC | 1.40% | Add +9.8% | 96,512 | $6.2M |
| Cutler Investment Counsel LLC | 0.64% | Add +2.6% | 96,431 | $6.2M |
| Cidel Asset Management Inc. | 0.34% | Reduce -1.9% | 96,345 | $6.2M |
| Sachem Hill LLC | 1.19% | Reduce -10.2% | 96,148 | $6.2M |
| Rehmann Capital Advisory Group | 0.32% | Reduce -6.3% | 96,129 | $6.2M |
| Gateway Wealth Partners, LLC | 0.24% | Add +651.1% | 96,011 | $6.2M |
| Balboa Wealth Partners | 1.03% | Add +16.9% | 95,994 | $6.2M |
| Fiducient Advisors LLC | 0.80% | Add +2.3% | 95,720 | $6.1M |
| Smithfield Trust Co | 0.27% | Add +8.2% | 95,761 | $6.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.35% | Add +125.2% | 95,508 | $6.1M |
| Dynamic Wealth Strategies, LLC | 3.53% | Add +6.7% | 95,157 | $6.1M |
| Mayflower Financial Advisors, LLC | 0.74% | Reduce -5.2% | 95,106 | $6.1M |
| MorganRosel Wealth Management, LLC | 2.40% | Reduce -21.4% | 94,973 | $6.1M |
| Graetz Wealth LLC | 5.41% | Add +13.1% | 94,584 | $6.1M |
| First PREMIER Bank | 1.40% | Reduce -0.4% | 94,420 | $6.0M |
| AlTi Global, Inc. | 0.13% | Add +10.8% | 94,166 | $6.0M |
| DDFG, Inc | 1.30% | Reduce -0.9% | 94,076 | $6.0M |
| TD Private Client Wealth LLC | 0.13% | Add +12.7% | 94,063 | $6.0M |
| Pacific Financial Group Inc. | 3.24% | Reduce -8.7% | 93,855 | $6.0M |
| Great Lakes Advisors, LLC | 0.05% | Reduce -1.6% | 93,213 | $6.0M |
| Alvarez & Marsal Private Wealth Partners, LLC | 0.84% | No change | 92,955 | $6.0M |
| Financial Insights, Inc. | 1.93% | Reduce -1.5% | 92,757 | $5.9M |
| Flywheel Private Wealth LLC | 3.39% | Add +14.3% | 92,750 | $5.9M |
| Bakala Capital LLC | 28.46% | Add +0.2% | 92,360 | $5.9M |
| Symmetry Partners, LLC | 0.34% | Reduce -7.7% | 92,169 | $5.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -74.5% | 91,816 | $5.9M |
| Single Point Partners, LLC | 1.17% | Add +0.5% | 91,932 | $5.9M |
| Disciplina Capital Management LLC | 0.62% | Reduce -45.4% | 91,660 | $5.9M |
| Ascent Wealth Partners, LLC | 0.68% | Reduce -0.4% | 91,605 | $5.9M |
| Nolet Wealth Management, LLC | 3.34% | Add +707.0% | 91,547 | $5.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.16% | Reduce -4.0% | 91,386 | $5.9M |
| Arta Finance Wealth Management LLC | 2.88% | Add +10.0% | 91,028 | $5.8M |
| Moors & Cabot, Inc. | 0.25% | Add +26.2% | 90,732 | $5.8M |
| Klingenstein Fields & Co. LP | 0.23% | Add +0.4% | 90,291 | $5.8M |
| FC Advisory LLC | 1.69% | Reduce -0.6% | 90,269 | $5.8M |
| Financial Counselors Inc. | 8.16% | Reduce -1.3% | 90,225 | $5.8M |
| Americana Partners, LLC | 0.15% | Reduce -1.4% | 89,878 | $5.8M |
| Sound Financial Strategies Group, LLC | 3.91% | New | 89,452 | $5.7M |
| ETF Store, Inc. | 5.58% | Add +5.1% | 89,427 | $5.7M |
| MidAtlantic Capital Management, Inc. | 3.94% | Add +0.1% | 89,080 | $5.7M |
| Stonekeep Investments, LLC | 3.69% | Add +7.3% | 88,841 | $5.7M |
| Stonebridge Financial Planning Group, LLC | 2.08% | Add +8.1% | 88,606 | $5.7M |
| Life Planning Partners, Inc | 4.31% | Add +3.0% | 88,216 | $5.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.76% | Reduce -3.2% | 88,025 | $5.6M |
| SYM FINANCIAL Corp | 0.56% | Reduce -2.7% | 87,752 | $5.6M |
| Integrity Alliance, Llc. | 0.21% | Add +11.3% | 87,680 | $5.6M |
| Trinity Financial Advisors LLC | 1.59% | Reduce -82.1% | 87,124 | $5.6M |
| Titleist Asset Management, LLC | 0.42% | Reduce -5.8% | 86,961 | $5.6M |
| Bluestem Financial Advisors, LLC | 2.15% | Reduce -2.2% | 86,840 | $5.6M |
| Clear Creek Financial Management, LLC | 0.43% | Add +7.2% | 86,777 | $5.6M |
| Evergreen Capital Management LLC | 0.12% | Add +32.9% | 86,476 | $5.5M |
| Alley Investment Management Company, LLC | 0.67% | Add +0.3% | 86,341 | $5.5M |
| West Bancorporation Inc. | 2.75% | Add +3.4% | 86,009 | $5.5M |
| Peterson Wealth Advisors, LLC | 0.73% | Reduce -6.4% | 85,944 | $5.5M |
| Bestgate Wealth Advisors, LLC | 9.92% | Reduce -3.2% | 85,805 | $5.5M |
| Wescott Financial Advisory Group, LLC | 0.48% | Reduce -1.7% | 85,746 | $5.5M |
| Checchi Capital Advisers, LLC | 0.38% | Reduce -7.0% | 85,487 | $5.5M |
| Legacy Financial Group LLC | 0.69% | Reduce -3.1% | 85,338 | $5.5M |
| Angeles Wealth Management, LLC | 0.30% | Add +4.8% | 85,156 | $5.5M |
| Scott Capital Advisors, LLC | 1.10% | Add +7.8% | 80,388 | $5.4M |
| A&I Financial Services, LLC | 2.57% | Reduce -10.6% | 84,538 | $5.4M |
| Sightline Wealth Advisors, LLC | 2.29% | Add +7.0% | 84,394 | $5.4M |
| Absolute Capital Management, LLC | 1.80% | Add +11.7% | 84,378 | $5.4M |
| Petros Family Wealth, LLC | 3.84% | Add +13.7% | 84,147 | $5.4M |
| Pine Harbor Wealth Management, LLC | 1.61% | Add +26.2% | 83,945 | $5.4M |
| Mather Group, Llc. | 0.05% | Reduce -10.8% | 83,895 | $5.4M |
| Donalies Financial Planning, LLC | 4.58% | Reduce -0.1% | 83,885 | $5.4M |
| Verum Partners LLC | 1.02% | Add +1.1% | 83,843 | $5.4M |
| Andina Capital Management, LLC | 4.80% | Reduce -27.6% | 83,532 | $5.4M |
| Columbus Macro, LLC | 0.57% | Add +13.8% | 83,394 | $5.3M |
| Laurel Wealth Planning LLC | 2.82% | Reduce -0.3% | 83,297 | $5.3M |
| Layline Advisors, LLC | 5.96% | — | 83,125 | $5.3M |
| James J. Burns & Company, LLC | 0.72% | Reduce -0.3% | 83,100 | $5.3M |
| Highland Capital Management, LLC | 0.28% | No change | 83,044 | $5.3M |
| Arq Wealth Advisors, LLC | 0.96% | Reduce -1.3% | 83,020 | $5.3M |
| Parthenon LLC | 0.61% | Add +1.0% | 82,625 | $5.3M |
| Sagace Wealth Management LLC | 3.58% | Reduce -3.0% | 82,323 | $5.3M |
| Proathlete Wealth Management LLC | 1.46% | Add +10.8% | 81,938 | $5.3M |
| Midwest Financial Partners Investments, Inc. | 2.78% | Add +38.4% | 81,829 | $5.2M |
| Willis Johnson & Associates, Inc. | 0.31% | Reduce -1.3% | 81,757 | $5.2M |
| Sentinel Trust Co. Lba | 0.52% | Reduce -0.8% | 81,530 | $5.2M |
| Crusonia Wealth Advisors LLC | 1.07% | Add +1.0% | 81,082 | $5.2M |
| Condor Capital Management | 0.43% | Reduce -1.8% | 80,499 | $5.2M |
| Marks Group Wealth Management, Inc | 0.50% | No change | 80,345 | $5.1M |
| Teachers Insurance & Annuity Association of America | 6.45% | No change | 80,298 | $5.1M |
| First National Trust Co | 0.17% | Add +0.8% | 79,913 | $5.1M |
| Swmg, LLC | 1.45% | Reduce -0.6% | 79,476 | $5.1M |
| Northwest Wealth Management, LLC | 0.76% | Reduce -3.1% | 79,409 | $5.1M |
| Laraway Financial Advisors Inc | 3.58% | Reduce -2.0% | 79,398 | $5.1M |
| Walker Financial Services, Inc. | 1.74% | Add +24.5% | 79,239 | $5.1M |
| Mill Creek Capital Advisors, LLC | 0.10% | Add +1.4% | 79,133 | $5.1M |
| Summit Financial Strategies, Inc. | 0.40% | Add +2.3% | 78,995 | $5.1M |
| Northland Capital Management LLC | 2.76% | Add +6.0% | 78,853 | $5.1M |
| Adelphi Trust Co | 4.10% | Reduce -0.6% | 78,578 | $5.0M |
| Visionary Wealth Advisors | 0.22% | Add +10.3% | 77,965 | $5.0M |
| Golden Road Advisors LLC | 2.87% | Reduce -0.8% | 77,885 | $5.0M |
| Squire Investment Management Company, LLC | 1.39% | Add +4.8% | 77,882 | $5.0M |
| Citadel Advisors | 0.00% | Add +265.6% | 77,878 | $5.0M |
| Magnolia Capital Advisors LLC | 0.98% | Add +0.8% | 77,808 | $5.0M |
| Brady Martz Wealth Solutions, LLC | 0.85% | Add +0.3% | 77,678 | $5.0M |
| OneAscent Financial Services LLC | 0.27% | Add +94.7% | 76,961 | $4.9M |
| C M Bidwell & Associates Ltd. | 2.30% | Add +6.5% | 76,944 | $4.9M |
| U.S. Capital Wealth Advisors, LLC | 0.12% | Reduce -3.9% | 76,822 | $4.9M |
| LMCG Investments, LLC | 0.29% | Add +5.1% | 76,771 | $4.9M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +5.3% | 75,961 | $4.9M |
| Prospera Financial Services Inc | 0.08% | Add +4.0% | 75,798 | $4.9M |
| Norris Perne & French LLP | 0.24% | Reduce -6.6% | 75,728 | $4.9M |
| Bravera Wealth | 2.19% | Add +16.5% | 75,710 | $4.9M |
| Wesbanco Bank Inc. | 0.13% | Add +9.2% | 75,180 | $4.8M |
| BridgePort Financial Solutions, LLC | 1.36% | Add +13.9% | 75,083 | $4.8M |
| BOS Asset Management, LLC | 1.23% | Reduce -2.0% | 75,036 | $4.8M |
| Luminvest Wealth Management LLC | 1.26% | Add +11.6% | 75,005 | $4.8M |
| DAVENPORT & Co LLC | 0.03% | Add +62.8% | 74,977 | $4.8M |
| Nova R Wealth, Inc. | 1.53% | Reduce -2.0% | 74,889 | $4.8M |
| Glassman Wealth Services | 0.65% | Reduce -0.8% | 74,867 | $4.8M |
| Calton & Associates, Inc. | 0.69% | Reduce -8.5% | 74,425 | $4.8M |
| Stock Yards Bank & Trust Co. | 0.15% | Add +3.0% | 74,399 | $4.8M |
| Hughes Financial Services, LLC | 0.73% | Reduce -2.1% | 74,296 | $4.8M |
| Proficio Capital Partners LLC | 0.25% | Reduce -32.4% | 74,213 | $4.8M |
| Traction Financial Partners, LLC | 2.92% | Add +3.1% | 74,110 | $4.7M |
| Evanson Asset Management, LLC | 0.25% | Add +14.4% | 73,148 | $4.7M |
| Unique Wealth, LLC | 0.65% | Add +43.9% | 72,837 | $4.7M |
| PCM Encore, LLC | 0.96% | Add +8.6% | 72,810 | $4.7M |
| Sapient Capital LLC | 0.07% | Reduce -0.6% | 72,804 | $4.7M |
| Highline Wealth Partners LLC | 1.19% | Add +13.5% | 72,742 | $4.7M |
| Montag A & Associates Inc. | 0.22% | Add +93.9% | 72,661 | $4.7M |
| Nabity-Jensen Investment Management Inc | 3.22% | Add +1.6% | 72,413 | $4.6M |
| Autumn Glory Partners, LLC | 1.70% | Reduce -8.3% | 72,382 | $4.6M |
| SteelPeak Wealth, LLC | 0.15% | Reduce -37.3% | 72,263 | $4.6M |
| Essential Planning, LLC. | 1.47% | Add +19.7% | 72,211 | $4.6M |
| E&G Advisors, LLC | 1.03% | Add +40.1% | 72,188 | $4.6M |
| Asset Allocation & Management Company, LLC | 1.72% | Reduce -1.6% | 72,039 | $4.6M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.74% | Reduce -0.0% | 71,992 | $4.6M |
| Private Trust Co. NA | 0.41% | Add +0.1% | 71,844 | $4.6M |
| Seeds Investor LLC | 0.62% | New | 66,629 | $4.6M |
| Climber Capital SA | 2.99% | Reduce -16.8% | 71,260 | $4.6M |
| High Note Wealth, LLC | 0.90% | Add +28.3% | 71,226 | $4.6M |
| Napier Financial, LLC | 1.04% | Add +1.0% | 71,104 | $4.6M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +14.5% | 70,960 | $4.5M |
| Red Tortoise LLC | 1.91% | Reduce -0.2% | 70,848 | $4.5M |
| Rockingstone Advisors LLC | 2.08% | Reduce -0.4% | 70,669 | $4.5M |
| Leeward Financial Partners, LLC | 1.34% | Add +874.9% | 70,466 | $4.5M |
| Summit Wealth Group LLC / Co. | 0.47% | Add +47.0% | 70,357 | $4.5M |
| Kastel Capital Advisors, LLC | 2.76% | No change | 71,993 | $4.5M |
| Atlatl Advisers LLC | 3.34% | Reduce -60.4% | 70,154 | $4.5M |
| Conservest Capital Advisors, Inc. | 0.41% | Add +0.1% | 70,095 | $4.5M |
| DMKC Advisory Services, LLC | 1.86% | Add +6.0% | 69,715 | $4.5M |
| Baker Avenue Asset Management, LP | 0.10% | Reduce -0.5% | 69,655 | $4.5M |
| Greenspring Advisors, LLC | 0.27% | Reduce -2.0% | 69,313 | $4.4M |
| Krane Financial Solutions LLC | 3.00% | — | 68,925 | $4.4M |
| Barry Investment Advisors, LLC | 0.97% | Reduce -0.9% | 68,894 | $4.4M |
| Sincerus Advisory, LLC | 3.33% | Add +3.6% | 68,656 | $4.4M |
| Renasant Bank | 3.11% | Add +0.5% | 68,627 | $4.4M |
| Spartan Wealth Advisory Services LLC | 0.38% | — | 68,331 | $4.4M |
| Waters Parkerson & Co., LLC | 0.22% | Add +8.3% | 67,792 | $4.3M |
| SVB Wealth LLC | 0.29% | Reduce -3.5% | 67,774 | $4.3M |
| Financial & Tax Architects, LLC | 0.97% | New | 67,709 | $4.3M |
| Patton Fund Management, Inc. | 0.73% | Add +7.9% | 67,376 | $4.3M |
| Opinicus Capital, Inc. | 3.03% | Add +1.1% | 67,145 | $4.3M |
| Armbruster Capital Management, Inc. | 0.70% | Add +6.8% | 66,544 | $4.3M |
| Gold Investment Management Ltd. | 1.32% | No change | 66,513 | $4.3M |
| Van Cleef Asset Management,Inc | 0.46% | Add +0.4% | 66,360 | $4.3M |
| Parkside Financial Bank & Trust | 0.33% | Reduce -5.8% | 66,287 | $4.2M |
| Kirtland Hills Capital Management, LLC | 1.35% | Add +0.2% | 62,100 | $4.2M |
| Topel & Distasi Wealth Management, LLC | 2.19% | Reduce -27.2% | 65,991 | $4.2M |
| Tocqueville Asset Management L.P. | 0.06% | Add +579.1% | 65,882 | $4.2M |
| Oakmont Advisory Group, LLC | 4.30% | Add +24.1% | 65,827 | $4.2M |
| LPWM LLC | 1.06% | Add +16.6% | 65,778 | $4.2M |
| Thoroughbred Financial Services, LLC | 0.25% | Add +2.1% | 65,772 | $4.2M |
| Capital Asset Managemnet, LLC | 4.74% | Reduce -9.1% | 65,659 | $4.2M |
| Camelot Technology Advisors, Inc. | 3.08% | Reduce -1.6% | 65,521 | $4.2M |
| Nestegg Advisors, Inc. | 3.66% | Reduce -0.3% | 65,101 | $4.2M |
| Cordgrass Capital Advisors, LLC | 0.98% | Add +21.1% | 65,031 | $4.2M |
| Boston Family Office LLC | 0.28% | Add +28.2% | 65,036 | $4.2M |
| Latko Wealth Management, Ltd. | 2.03% | New | 65,021 | $4.2M |
| Monument Capital Management | 1.03% | Reduce -2.0% | 64,298 | $4.1M |
| Calydon Capital | 0.67% | Add +0.2% | 64,296 | $4.1M |
| Northstar Financial Companies, Inc. | 3.27% | Reduce -4.6% | 64,217 | $4.1M |
| LCW Services, LLC | 2.04% | Reduce -27.6% | 64,156 | $4.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -63.4% | 64,031 | $4.1M |
| BCGM Wealth Management, LLC | 1.03% | Reduce -5.2% | 63,977 | $4.1M |
| CJM Wealth Advisers, Ltd. | 1.23% | Reduce -0.7% | 63,217 | $4.1M |
| Forum Financial Management, LP | 0.06% | Add +0.8% | 63,064 | $4.0M |
| VERITY Wealth Advisors | 2.70% | Reduce -7.2% | 63,012 | $4.0M |
| FFT Wealth Management LLC | 0.73% | Add +1.3% | 62,979 | $4.0M |
| Allodium Investment Consultants, LLC | 1.92% | Reduce -2.8% | 62,657 | $4.0M |
| Colonial Trust Co / SC | 0.55% | Add +51.1% | 62,626 | $4.0M |
| Atlantic Edge Private Wealth Management, LLC | 0.98% | Reduce -4.3% | 62,320 | $4.0M |
| Wingate Wealth Advisors, Inc. | 2.13% | Add +7.0% | 62,192 | $4.0M |
| Michael & Susan Dell Foundation | 0.14% | No change | 61,900 | $4.0M |
| Wealthspan Partners, LLC | 1.40% | Add +2.1% | 61,893 | $4.0M |
| Quartz Partners, LLC | 1.53% | Add +0.8% | 61,779 | $4.0M |
| Greykasell Wealth Strategies, Inc. | 1.59% | Add +8.3% | 61,703 | $4.0M |
| Old Peak Finance LLC | 2.30% | Add +0.0% | 61,497 | $3.9M |
| Washington Trust Advisors, Inc. | 0.32% | Reduce -0.3% | 61,425 | $3.9M |
| Barrett & Company, Inc. | 1.35% | Add +1.5% | 61,399 | $3.9M |
| Silver Coast Investments LLC | 1.25% | Reduce -4.2% | 61,366 | $3.9M |
| One Day In July LLC | 0.31% | Add +0.9% | 61,235 | $3.9M |
| Berger Financial Group, Inc | 0.22% | Reduce -1.7% | 61,234 | $3.9M |
| Security Benefit Life Insurance Co. | 2.08% | Reduce -11.7% | 61,100 | $3.9M |
| Innealta Capital, LLC | 2.43% | Reduce -16.7% | 61,080 | $3.9M |
| PFC Capital Group, Inc. | 1.72% | Add +4.6% | 60,994 | $3.9M |
| City Holding Co. | 0.49% | Add +11.1% | 60,828 | $3.9M |
| Shepherd Financial Partners LLC | 0.37% | Reduce -4.9% | 60,565 | $3.9M |
| Magnus Financial Group LLC | 0.32% | Add +21.2% | 60,416 | $3.9M |
| Bartlett & Co. Wealth Management LLC | 0.05% | Add +1.7% | 56,644 | $3.8M |
| Perennial Advisors, LLC | 0.66% | Add +8.9% | 59,992 | $3.8M |
| Rockland Trust Co. | 0.15% | Reduce -0.3% | 59,775 | $3.8M |
| Essex Bank | 0.84% | Reduce -0.0% | 59,453 | $3.8M |
| Lodestone Wealth Management LLC | 1.51% | Add +3.1% | 59,376 | $3.8M |
| JT Stratford LLC | 0.49% | Add +6.8% | 59,350 | $3.8M |
| Aegis Wealth Management LLC | 2.17% | Reduce -10.5% | 59,312 | $3.8M |
| Waystone Advisors LLC | 3.38% | Add +26.4% | 58,977 | $3.8M |
| CogentBlue Wealth Advisors, LLC | 2.53% | Reduce -2.7% | 58,780 | $3.8M |
| Gray Private Wealth, LLC | 1.89% | Reduce -1.2% | 58,717 | $3.8M |
| TPG Financial Advisors, LLC | 1.22% | Reduce -1.0% | 58,423 | $3.7M |
| Sageworth Trust Co of South Dakota | 2.95% | Add +0.9% | 58,112 | $3.7M |
| Manchester Capital Management LLC | 0.54% | Add +8.1% | 58,103 | $3.7M |
| Elm Partners Management LLC | 0.16% | Add +1.6% | 60,019 | $3.7M |
| Verus Wealth Management, LLC | 3.45% | Add +0.9% | 58,048 | $3.7M |
| Mullaney, Keating & Wright, Inc. | 2.02% | Add +0.2% | 57,896 | $3.7M |
| Ascentis Independent Advisors | 0.28% | Add +299.9% | 57,801 | $3.7M |
| Cushing Capital Partners, LLC | 2.85% | Reduce -10.0% | 57,784 | $3.7M |
| Pacific Park Financial, Inc. | 2.42% | Reduce -1.3% | 57,784 | $3.7M |
| Alpine Bank Wealth Management | 0.54% | Reduce -0.8% | 57,471 | $3.7M |
| Centerline Wealth Advisors, LLC | 1.32% | Reduce -10.1% | 57,144 | $3.7M |
| Archvest Wealth Advisors, Inc. | 2.36% | Add +1.1% | 57,105 | $3.7M |
| Birch Financial Group, LLC | 2.13% | Add +2.7% | 56,985 | $3.7M |
| Cove Private Wealth, LLC | 0.83% | Add +0.6% | 56,795 | $3.6M |
| Hutchens & Kramer Investment Management Group, LLC | 1.15% | Add +5.9% | 56,706 | $3.6M |
| Morling Financial Advisors, LLC | 1.12% | Reduce -2.7% | 56,668 | $3.6M |
| RiverFront Investment Group, LLC | 0.06% | Add +19.9% | 56,618 | $3.6M |
| Family Wealth Partners, LLC | 1.24% | Add +1.4% | 56,602 | $3.6M |
| WP Advisors, LLC | 0.94% | Add +182.6% | 56,583 | $3.6M |
| Frankly Finances, LLC | 3.27% | Add +3.5% | 56,420 | $3.6M |
| Aureus Asset Management, LLC | 0.24% | Add +44.1% | 56,286 | $3.6M |
| SageView Advisory Group, LLC | 0.13% | Reduce -21.0% | 56,284 | $3.6M |
| Roehl & Yi Investment Advisors, LLC | 1.35% | Add +40.9% | 152,854 | $3.6M |
| StoneX Group Inc. | 0.19% | Add +22.4% | 56,126 | $3.6M |
| Joel Isaacson & Co., LLC | 0.12% | Add +2.9% | 56,064 | $3.6M |
| Weinberger Asset Management, Inc | 1.35% | Reduce -3.0% | 56,054 | $3.6M |
| NorthLanding Financial Partners, LLC | 2.89% | Reduce -2.3% | 56,012 | $3.6M |
| Debussy Capital Management LP | 0.49% | Reduce -0.9% | 55,823 | $3.6M |
| Cornerstone Wealth Management, LLC | 0.18% | Add +4.9% | 55,821 | $3.6M |
| General Partner, Inc. | 2.17% | No change | 55,579 | $3.6M |
| Gladstone Institutional Advisory LLC | 0.13% | Reduce -32.5% | 55,463 | $3.6M |
| Quadrant Capital Group LLC | 0.11% | Add +30.1% | 55,441 | $3.6M |
| Texas Yale Capital Corp. | 0.10% | Add +11.3% | 55,441 | $3.6M |
| Shepherd Street Advisors LLC | 3.50% | Add +8.9% | 55,395 | $3.5M |
| Charter Oak Capital Management, LLC | 0.27% | Reduce -8.2% | 55,154 | $3.5M |
| Buffalo Business & Estate Services Ltd. | 0.51% | Add +33.6% | 55,118 | $3.5M |
| Worth Asset Management, LLC | 1.32% | Add +627.4% | 55,111 | $3.5M |
| ETF Portfolio Partners, Inc. | 0.92% | Reduce -2.5% | 54,866 | $3.5M |
| Carr Financial Group Corp | 0.93% | Add +12.4% | 54,832 | $3.5M |
| PFG Advisors | 0.17% | Reduce -14.4% | 54,560 | $3.5M |
| BTC Capital Management, Inc. | 0.24% | Add +1.8% | 54,519 | $3.5M |
| Capital Group Private Client Services, Inc. | 0.06% | Add +5.7% | 54,492 | $3.5M |
| AMG National Trust Bank | 0.08% | Add +23.2% | 54,459 | $3.5M |
| Uptown Financial Advisors LLC | 2.81% | Add +1.3% | 54,309 | $3.5M |
| Stone Wealth Partners | 3.12% | Add +30.7% | 54,264 | $3.5M |
| Venture Visionary Partners LLC | 0.12% | Add +2.9% | 54,198 | $3.5M |
| Collective Family Office LLC | 0.78% | Reduce -11.0% | 53,991 | $3.5M |
| JDM Financial Group LLC | 1.33% | Add +0.3% | 53,935 | $3.5M |
| Firestone Capital Management | 0.72% | Reduce -5.6% | 53,621 | $3.4M |
| Elevation Wealth Partners, LLC | 1.23% | Add +0.6% | 53,507 | $3.4M |
| Boston Trust Walden Corp | 0.03% | Add +144.4% | 53,398 | $3.4M |
| Beacon Financial Group | 0.34% | Reduce -0.3% | 53,176 | $3.4M |
| Shrier Wealth Management, LLC | 1.26% | Add +1.1% | 53,024 | $3.4M |
| Barclays PLC | 0.00% | Add +21.1% | 52,919 | $3.4M |
| Legacy Edge Advisors, LLC | 0.36% | Reduce -12.4% | 52,846 | $3.4M |
| N.E.W. Advisory Services LLC | 0.25% | Add +6.0% | 52,762 | $3.4M |
| Soltis Investment Advisors LLC | 0.22% | Add +10.7% | 52,690 | $3.4M |
| Maltin Wealth Management, Inc. | 1.29% | Add +0.6% | 52,559 | $3.4M |
| World Equity Group, Inc. | 0.87% | Reduce -3.8% | 53,936 | $3.4M |
| Whipplewood Advisors, LLC | 1.74% | Add +8.9% | 52,208 | $3.3M |
| Simplicity Wealth,LLC | 0.19% | Add +14.1% | 52,063 | $3.3M |
| Bath Savings Trust Co | 0.36% | Add +92.6% | 51,938 | $3.3M |
| Legacy Financial Advisors, Inc. | 0.47% | Reduce -6.5% | 51,930 | $3.3M |
| Prospera Capital Management, LLC | 1.67% | Add +0.4% | 51,873 | $3.3M |
| Covestor Ltd | 2.29% | Add +1.7% | 51,569 | $3.3M |
| Baron Wealth Management LLC | 0.99% | Add +0.0% | 51,567 | $3.3M |
| RTD Financial Advisors, Inc. | 0.40% | Reduce -7.2% | 51,236 | $3.3M |
| Brown Brothers Harriman & Co. | 0.02% | Reduce -0.4% | 51,172 | $3.3M |
| Sowell Financial Services LLC | 0.12% | Add +2.0% | 51,003 | $3.3M |
| Belpointe Asset Management LLC | 0.12% | Add +46.7% | 50,656 | $3.2M |
| Palatine Hill Wealth Management, LLC | 2.82% | Reduce -17.6% | 50,533 | $3.2M |
| BancFirst Trust & Investment Management | 1.43% | Add +3.3% | 51,814 | $3.2M |
| Southland Equity Partners LLC | 0.63% | Reduce -1.8% | 50,094 | $3.2M |
| WorthPointe, LLC | 0.87% | Add +179.7% | 50,033 | $3.2M |
| DGS Capital Management, LLC | 0.53% | Add +26.2% | 50,017 | $3.2M |
| Inscription Capital, LLC | 0.34% | Add +27.9% | 49,899 | $3.2M |
| HMV Wealth Advisors, LLC | 1.50% | Add +7.3% | 49,875 | $3.2M |
| Sherman Wealth Management LLC | 2.73% | Add +3.1% | 49,581 | $3.2M |
| LGL Partners, LLC | 1.30% | Add +1.0% | 49,301 | $3.2M |
| Mendel Capital Management LLC | 1.59% | — | 49,254 | $3.2M |
| Oxford Financial Group, LTD. LLC | 0.17% | Add +0.8% | 49,156 | $3.1M |
| Greenleaf Trust | 0.03% | Add +9.9% | 48,956 | $3.1M |
| Guidance Capital, Inc. | 0.70% | Reduce -1.7% | 45,475 | $3.1M |
| Performance Wealth Partners, LLC | 0.09% | Add +247.0% | 48,862 | $3.1M |
| Lynx Investment Advisory | 1.49% | Add +33.2% | 48,787 | $3.1M |
| Bayban | 2.70% | Reduce -0.6% | 48,529 | $3.1M |
| Riverview Trust Co | 3.82% | No change | 48,354 | $3.1M |
| Capital International Investors | 0.00% | Reduce -68.5% | 49,700 | $3.1M |
| Montecito Bank & Trust | 0.51% | Reduce -13.1% | 48,032 | $3.1M |
| Global Endowment Management, LP | 0.34% | No change | 48,000 | $3.1M |
| Castle Wealth Management LLC | 0.99% | Reduce -0.6% | 47,792 | $3.1M |
| Asset Dedication, LLC | 0.21% | Add +14.3% | 47,745 | $3.1M |
| Dearborn Partners LLC | 0.17% | Add +33.7% | 47,647 | $3.1M |
| Archford Capital Strategies, LLC | 0.35% | Add +3.1% | 47,577 | $3.0M |
| Andrews Advisory Associates, LLC | 1.60% | Reduce -30.8% | 47,408 | $3.0M |
| Forefront Analytics, LLC | 2.76% | Reduce -61.6% | 47,307 | $3.0M |
| Jefferson Bridge Capital, LLC | 3.01% | Add +1.9% | 47,262 | $3.0M |
| Inspirion Wealth Advisors, LLC | 0.38% | Add +9.0% | 47,044 | $3.0M |
| DB Fitzpatrick & Co, Inc | 2.58% | Add +7.7% | 47,000 | $3.0M |
| Acorn Wealth Advisors, LLC | 0.88% | Add +3.0% | 46,961 | $3.0M |
| Delta Financial Advisors LLC | 0.78% | Add +19.0% | 46,701 | $3.0M |
| PCA Investment Advisory Services Inc. | 1.00% | Add +9.5% | 46,670 | $3.0M |
| Arbor Wealth Advisors LLC | 2.10% | Add +0.7% | 46,636 | $3.0M |
| Hancock Whitney Corp. | 0.05% | Add +7.6% | 46,112 | $3.0M |
| Clarion Wealth Managment Partners, LLC | 2.70% | Reduce -7.9% | 46,438 | $3.0M |
| Compass Ion Advisors, LLC | 0.28% | Add +0.3% | 46,421 | $3.0M |
| Summit Asset Management, LLC | 0.41% | New | 46,371 | $3.0M |
| Larch Capital Partners LLC | 0.43% | Add +12.7% | 46,366 | $3.0M |
| Indivisible Partners | 0.26% | Add +8.1% | 46,473 | $3.0M |
| Private Wealth Asset Management, LLC | 0.32% | No change | 46,184 | $3.0M |
| Avantax Planning Partners, Inc. | 0.08% | Add +2.0% | 46,159 | $3.0M |
| Point72 Asset Management | 0.01% | New | 46,085 | $3.0M |
| Trek Financial, LLC | 0.16% | Reduce -1.7% | 46,021 | $2.9M |
| Cogent Private Wealth, Inc. | 2.13% | Add +23.6% | 45,974 | $2.9M |
| Centaurus Financial, Inc. | 0.14% | Add +22.4% | 45,943 | $2.9M |
| Watershed Private Wealth LLC | 0.92% | Reduce -0.7% | 45,874 | $2.9M |
| Peoples Bank | 1.80% | Reduce -16.1% | 45,708 | $2.9M |
| Stevens Capital Partners | 0.70% | Add +31.3% | 45,525 | $2.9M |
| Midwestern Financial, LLC | 2.29% | Reduce -18.5% | 45,407 | $2.9M |
| SHP Wealth Management | 0.22% | Add +6.0% | 45,364 | $2.9M |
| Mairs & Power Inc. | 0.03% | Add +782.0% | 45,237 | $2.9M |
| KLCM Advisors, Inc. | 0.25% | Reduce -0.8% | 45,232 | $2.9M |
| Upper Left Wealth Management, LLC | 1.71% | Add +2.7% | 45,176 | $2.9M |
| Diversified Portfolios, Inc. | 0.24% | Reduce -1.4% | 45,170 | $2.9M |
| Jennison Associates LLC | 0.00% | Reduce -40.8% | 45,124 | $2.9M |
| S.A. Mason LLC | 1.08% | Add +76.3% | 45,075 | $2.9M |
| RCW Management, LLC | 2.96% | Add +27.4% | 45,026 | $2.9M |
| Pathfinder Wealth Consulting, Inc. | 1.87% | Reduce -25.4% | 45,026 | $2.9M |
| Note Advisors, LLC | 1.44% | Reduce -0.0% | 44,890 | $2.9M |
| C2C Wealth Management, LLC | 2.43% | Reduce -0.1% | 44,861 | $2.9M |
| Bison Wealth, LLC | 0.28% | Reduce -3.1% | 40,617 | $2.9M |
| Fulton Bank, N.A. | 0.10% | Add +3.0% | 44,720 | $2.9M |
| Ticino Wealth | 0.99% | Reduce -4.5% | 40,856 | $2.9M |
| Thrive Wealth Management, LLC | 0.42% | Reduce -3.7% | 44,451 | $2.8M |
| Birchwood Financial Partners, Inc. | 2.74% | Add +5.4% | 44,393 | $2.8M |
| Orcam Financial Group | 2.01% | Add +7.6% | 44,272 | $2.8M |
| Richardson Financial Services Inc. | 1.76% | Reduce -2.1% | 44,004 | $2.8M |
| Archer Investment Corp | 0.60% | Reduce -21.6% | 43,708 | $2.8M |
| Benchmark Financial, LLC | 2.51% | Add +8.8% | 43,584 | $2.8M |
| Holos Integrated Wealth LLC | 1.41% | Reduce -0.9% | 42,772 | $2.8M |
| Strategic Financial Concepts, LLC | 0.68% | New | 42,878 | $2.8M |
| Spinnaker Trust | 0.15% | Reduce -6.4% | 43,206 | $2.8M |
| May Hill Capital, LLC | 0.70% | Reduce -1.9% | 43,206 | $2.8M |
| HORAN Wealth, LLC | 0.26% | Add +100.0% | 43,968 | $2.8M |
| J. R. Prunier Capital Management LLC | 1.17% | Reduce -8.3% | 43,033 | $2.8M |
| Neuberger Berman Group LLC | 0.00% | Reduce -5.0% | 42,958 | $2.8M |
| GS Investments, Inc. | 1.57% | No change | 42,900 | $2.7M |
| Clear Retirement Advice LLC | 2.15% | Reduce -0.6% | 42,683 | $2.7M |
| Basecamp Wealth Advisors LLC | 0.56% | No change | 42,509 | $2.7M |
| VestGen Investment Management | 1.50% | Reduce -6.1% | 42,410 | $2.7M |
| Canal Capital Management, LLC | 0.37% | Reduce -12.1% | 42,271 | $2.7M |
| Blom & Howell Financial Planning, Inc. | 2.64% | Reduce -21.2% | 42,021 | $2.7M |
| Fortis Capital Advisors, LLC | 0.35% | Add +42.6% | 41,745 | $2.7M |
| Gryphon Financial Partners LLC | 0.28% | Add +12.8% | 41,708 | $2.7M |
| Retirement Investment Advisors, Inc. | 0.21% | Add +2.0% | 42,489 | $2.7M |
| Greystone Financial Group, LLC | 0.75% | Reduce -34.3% | 41,375 | $2.7M |
| Bahl & Gaynor LLC | 0.01% | Reduce -1.1% | 41,362 | $2.7M |
| SeaCrest Wealth Management, LLC | 0.28% | Add +6.3% | 41,103 | $2.6M |
| First Trust Advisors LP | 0.00% | Add +4.9% | 41,059 | $2.6M |
| Rothschild Capital Partners, LLC | 0.65% | Add +5.6% | 40,976 | $2.6M |
| M3 Advisory Group, LLC | 1.61% | Add +0.1% | 40,819 | $2.6M |
| Hurley Capital, LLC | 1.40% | Add +17.5% | 40,805 | $2.6M |
| Comprehensive Money Management Services LLC | 1.72% | Add +3.0% | 40,804 | $2.6M |
| IFC Advisors LLC | 0.37% | Add +6.8% | 40,800 | $2.6M |
| Falcon Wealth Planning | 0.18% | Reduce -6.1% | 40,720 | $2.6M |
| Riverchase Wealth Management, LLC | 1.36% | No change | 40,613 | $2.6M |
| Sequent Planning LLC | 0.63% | Add +53.6% | 40,580 | $2.6M |
| Security National Bank of Sioux City Iowa | 1.53% | Add +16.5% | 40,509 | $2.6M |
| McDonald Partners LLC | 0.61% | Add +135.6% | 40,503 | $2.6M |
| Curry Webb Wealth Management LLC | 1.23% | Add +0.1% | 40,481 | $2.6M |
| First National Advisers, LLC | 0.38% | Add +11.2% | 40,474 | $2.6M |
| Global Wealth Management Investment Advisory, Inc. | 0.41% | Reduce -5.2% | 40,347 | $2.6M |
| Allen Capital Group, LLC | 0.23% | Add +1.0% | 40,325 | $2.6M |
| Capital Advisor Network LLC | 3.61% | — | 40,256 | $2.6M |
| Beam Wealth Advisors, Inc. | 0.64% | New | 40,249 | $2.6M |
| Bangor Savings Bank | 0.21% | Add +1.5% | 40,105 | $2.6M |
| Sellwood Investment Partners LLC | 1.01% | New | 39,888 | $2.6M |
| Evermay Wealth Management LLC | 0.28% | Add +4.2% | 39,776 | $2.5M |
| Appleton Partners Inc. | 0.18% | Reduce -2.1% | 39,699 | $2.5M |
| Solstein Capital, LLC | 1.04% | Add +0.2% | 39,695 | $2.5M |
| Ironwood Investment Counsel, LLC | 0.37% | Add +0.4% | 39,675 | $2.5M |
| LongView Wealth Management | 0.64% | Add +1.0% | 36,724 | $2.5M |
| L.K. Benson & Company, P.C. | 0.83% | Add +28.2% | 39,411 | $2.5M |
| Sherry Group, Inc. | 2.74% | Add +0.1% | 39,164 | $2.5M |
| Family CFO Inc | 1.12% | Add +0.9% | 39,159 | $2.5M |
| North Star Asset Management Inc. | 0.11% | Add +12.0% | 39,125 | $2.5M |
| Private Wealth Management Group, LLC | 0.66% | Reduce -1.6% | 38,982 | $2.5M |
| Clientfirst Wealth Management, LLC | 2.11% | Add +1.3% | 38,974 | $2.5M |
| Synergy Asset Management, LLC | 0.26% | Add +11.4% | 38,903 | $2.5M |
| Adirondack Capital Advisors, LLC | 1.60% | Add +3.1% | 38,820 | $2.5M |
| Cyndeo Wealth Partners, LLC | 0.13% | Add +0.1% | 38,788 | $2.5M |
| Blue Trust, Inc. | 0.03% | Reduce -12.6% | 38,724 | $2.5M |
| Cullen/Frost Bankers, Inc. | 0.03% | Reduce -22.2% | 38,661 | $2.5M |
| Viewpoint Investment Partners Corp. | 1.14% | No change | 38,461 | $2.5M |
| Aquire Wealth Advisors, LLC | 0.65% | Reduce -4.2% | 38,375 | $2.5M |
| Davidson Trust Co. | 1.06% | Reduce -0.1% | 38,328 | $2.5M |
| Kennebec Savings Bank | 2.20% | Reduce -1.2% | 38,198 | $2.4M |
| Endeavor Private Wealth, Inc. | 0.70% | Add +29.2% | 38,173 | $2.4M |
| MCF Advisors LLC | 0.11% | Add +5.2% | 38,161 | $2.4M |
| Talisman Wealth Advisors LLC | 1.97% | Add +49.1% | 38,153 | $2.4M |
| Connecticut Capital Management Group, LLC | 2.29% | Reduce -6.1% | 37,895 | $2.4M |
| Sharp Wealth Advisory, LLC | 1.20% | Add +6.9% | 37,804 | $2.4M |
| Downshift Financial, LLC | 1.25% | Add +65.4% | 35,788 | $2.4M |
| Certior Financial Group, LLC | 1.54% | Add +10.0% | 37,720 | $2.4M |
| Generations Wealth, LLC | 2.34% | Add +15.4% | 37,622 | $2.4M |
| Legacy Wealth Advisors, LLC | 1.23% | Add +103.2% | 37,590 | $2.4M |
| Trust Co. of Toledo NA | 0.23% | No change | 37,477 | $2.4M |
| Flagship Harbor Advisors, LLC | 0.11% | Reduce -1.6% | 37,424 | $2.4M |
| TruNorth Capital Management, LLC | 0.46% | Add +85.4% | 37,345 | $2.4M |
| Institute for Wealth Management, LLC. | 0.26% | Add +15.5% | 37,269 | $2.4M |
| United Community Bank | 0.80% | Add +3.0% | 37,216 | $2.4M |
| Atlas Legacy Advisors, LLC | 0.44% | Reduce -0.1% | 37,196 | $2.4M |
| Mechanics Bank Trust Department | 0.33% | Add +82.9% | 37,001 | $2.4M |
| Baron Silver Stevens Financial Advisors, LLC | 0.34% | Reduce -4.9% | 36,941 | $2.4M |
| Sage Capital Advisors,llc | 0.55% | Reduce -1.1% | 36,737 | $2.4M |
| William Howard & Co Financial Advisors Inc | 2.03% | Add +4.0% | 36,725 | $2.4M |
| Blue Bell Private Wealth Management, LLC | 0.33% | Add +0.0% | 36,268 | $2.3M |
| Aua Capital Management, LLC | 1.18% | No change | 36,067 | $2.3M |
| FSM Wealth Advisors, LLC | 0.30% | Add +1.7% | 35,988 | $2.3M |
| Tailwinds Wealth, LLC | 5.64% | Reduce -50.5% | 35,884 | $2.3M |
| Bell Bank | 0.10% | Reduce -0.4% | 35,847 | $2.3M |
| Legacy Bridge, LLC | 0.87% | Add +6.4% | 35,796 | $2.3M |
| JMN Financial LLC | 2.25% | Reduce -2.4% | 35,682 | $2.3M |
| Pathway Financial Advisors LLC | 0.28% | Add +176.3% | 35,365 | $2.3M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +17.9% | 35,656 | $2.3M |
| Clifford Swan Investment Counsel LLC | 0.08% | Reduce -7.7% | 35,510 | $2.3M |
| Landmark Wealth Management, LLC | 0.61% | Add +11.7% | 35,489 | $2.3M |
| Wincap Financial LLC | 1.51% | Reduce -23.0% | 35,440 | $2.3M |
| BBR Partners, LLC | 0.13% | Reduce -4.5% | 35,399 | $2.3M |
| Cynosure Group, LLC | 0.28% | Add +0.1% | 35,397 | $2.3M |
| Dakota Wealth Management | 0.05% | Add +1.2% | 35,268 | $2.3M |
| WASHINGTON TRUST Co | 0.08% | No change | 35,210 | $2.3M |
| Bragg Financial Advisors, Inc | 0.07% | Add +27.9% | 34,807 | $2.2M |
| Victory Financial Group, LLC | 0.27% | Reduce -6.9% | 34,745 | $2.2M |
| Parsonex Advisory Services, Inc. | 2.17% | Reduce -10.6% | 34,588 | $2.2M |
| Stonehearth Capital Management, LLC | 0.88% | Reduce -80.3% | 34,551 | $2.2M |
| Cranbrook Wealth Management, LLC | 0.45% | Reduce -3.6% | 34,533 | $2.2M |
| Capital Investment Advisors, LLC | 0.03% | Add +5.0% | 34,499 | $2.2M |
| Kropog Financial Group, LLC | 1.79% | New | 34,479 | $2.2M |
| Global Financial Private Client, LLC | 0.72% | Add +6.4% | 34,400 | $2.2M |
| Financial Planning Hawaii, Inc. | 1.30% | Add +12.8% | 34,313 | $2.2M |
| CMH Wealth Management LLC | 0.38% | New | 34,300 | $2.2M |
| Eagle Bluffs Wealth Management LLC | 0.86% | Reduce -0.2% | 34,275 | $2.2M |
| Jefferies Financial Group Inc. | 0.03% | Add +0.3% | 34,210 | $2.2M |
| GeoWealth Management, LLC | 0.08% | Add +0.1% | 33,990 | $2.2M |
| Eagle Bay Advisors LLC | 1.92% | Reduce -83.5% | 33,914 | $2.2M |
| Platform Technology Partners | 0.42% | Add +4.1% | 33,708 | $2.2M |
| Journey Strategic Wealth LLC | 0.05% | Reduce -3.9% | 33,666 | $2.2M |
| Compass Capital Corp. /Ma/ | 0.77% | Reduce -2.9% | 30,872 | $2.2M |
| Owl Creek Wealth Partners LLC | 0.77% | — | 33,569 | $2.2M |
| Insight 2811, Inc. | 0.94% | Add +2.8% | 33,565 | $2.2M |
| Beacon Advisors Holdings, LLC | 1.15% | Add +0.3% | 33,504 | $2.1M |
| HCR Wealth Advisors | 0.22% | Reduce -7.5% | 33,374 | $2.1M |
| Bigelow Investment Advisors, LLC | 0.86% | Add +0.4% | 33,357 | $2.1M |
| Summa Corp. | 0.88% | New | 33,181 | $2.1M |
| Maseco LLP | 0.07% | Reduce -0.4% | 32,940 | $2.1M |
| Fermata Advisors, LLC | 0.48% | Add +0.5% | 32,928 | $2.1M |
| Hardy Reed LLC | 0.15% | Reduce -5.2% | 32,882 | $2.1M |
| Milestone Asset Management Group, LLC | 1.23% | Add +0.1% | 32,820 | $2.1M |
| Common Fund for Nonprofit Organizations | 0.20% | Reduce -87.0% | 32,754 | $2.1M |
| RCS Financial Planning, LLC | 1.09% | Reduce -9.5% | 32,733 | $2.1M |
| Thompson Siegel & Walmsley LLC | 0.04% | Add +6.9% | 32,713 | $2.1M |
| Afg Fiduciary Services Limited Partnership | 1.23% | Add +1.1% | 32,095 | $2.1M |
| Pallas Capital Advisors LLC | 0.08% | Add +6.7% | 32,501 | $2.1M |
| Maridea Wealth Management LLC | 0.30% | Add +6.6% | 32,360 | $2.1M |
| Krilogy Financial LLC | 0.07% | Add +17.7% | 30,119 | $2.1M |
| Charis Legacy Partners, LLC | 3.02% | Reduce -5.1% | 32,210 | $2.1M |
| GTS Securities LLC | 0.07% | New | 32,196 | $2.1M |
| Heirloom Wealth Management | 0.37% | New | 32,162 | $2.1M |
| Interchange Capital Partners, LLC | 0.65% | Reduce -64.5% | 39,846 | $2.1M |
| Left Brain Wealth Management, LLC | 0.81% | New | 32,032 | $2.1M |
| GAMMA Investing LLC | 0.10% | Add +1.3% | 31,923 | $2.0M |
| Crestwood Advisors Group, LLC | 0.03% | Add +23.8% | 31,917 | $2.0M |
| Oarsman Capital, Inc. | 0.25% | Reduce -5.8% | 31,908 | $2.0M |
| Crewe Advisors LLC | 0.17% | Add +3.0% | 31,766 | $2.0M |
| Capital City Trust Co. | 0.46% | Reduce -0.4% | 31,722 | $2.0M |
| First National Bank Sioux Falls | 0.56% | Add +0.4% | 29,570 | $2.0M |
| Verdence Capital Advisors LLC | 0.12% | Add +15.2% | 31,464 | $2.0M |
| Tennessee Valley Asset Management Partners | 0.26% | Reduce -0.4% | 31,243 | $2.0M |
| 55 North Private Wealth, LLC | 0.51% | Add +118.2% | 31,139 | $2.0M |
| Heritage Investment Group, Inc. | 0.30% | Reduce -1.3% | 31,116 | $2.0M |
| Aries Wealth Management | 0.44% | No change | 31,000 | $2.0M |
| Balanced Rock Investment Advisors LLC | 1.39% | Add +3.4% | 30,950 | $2.0M |
| HighPoint Advisor Group LLC | 0.08% | Reduce -2.6% | 30,876 | $2.0M |
| Parr McKnight Wealth Management Group, LLC | 0.26% | Add +6.8% | 30,757 | $2.0M |
| Peoples Financial Services Corp. | 0.93% | Reduce -0.2% | 30,648 | $2.0M |
| Lutz Financial Services LLC | 0.13% | Reduce -0.6% | 30,620 | $2.0M |
| Everhart Financial Group, Inc. | 0.17% | Reduce -3.9% | 30,618 | $2.0M |
| Aprio Wealth Management, LLC | 0.11% | Add +52.1% | 30,556 | $2.0M |
| Affinity Capital Advisors, LLC | 0.27% | Reduce -2.0% | 30,499 | $2.0M |
| Larson Financial Group LLC | 0.06% | Reduce -20.0% | 30,422 | $1.9M |
| Five Oceans Advisors | 0.71% | Reduce -1.1% | 30,419 | $1.9M |
| Outlook Wealth Advisors, LLC | 0.47% | Add +58.3% | 30,368 | $1.9M |
| Pecaut & Co. | 0.63% | Add +35.8% | 30,267 | $1.9M |
| Lazard Asset Management LLC | 0.00% | Reduce -41.4% | 30,258 | $1.9M |
| Canandaigua National Corp. | 0.17% | — | 30,082 | $1.9M |
| Wilson & Boucher Capital Management, LLC | 1.28% | Add +37.6% | 30,039 | $1.9M |
| Wealthcare Capital Partners, LLC | 0.90% | Reduce -1.3% | 30,026 | $1.9M |
| J. Safra Sarasin Holding AG | 0.03% | New | 30,000 | $1.9M |
| S&A Financial Services, Inc. | 1.32% | — | 29,959 | $1.9M |
| Steinberganna Wealth Management | 0.92% | Add +39.0% | 29,849 | $1.9M |
| One Wealth Advisors, LLC | 0.24% | Reduce -10.9% | 29,797 | $1.9M |
| Topor & Co. Korea | 1.61% | Add +22.7% | 29,771 | $1.9M |
| Breakwater Capital Group | 0.25% | Reduce -0.5% | 29,711 | $1.9M |
| Novem Group | 0.22% | Add +9.3% | 29,616 | $1.9M |
| Stratos Wealth Advisors, LLC | 0.12% | Reduce -85.0% | 29,508 | $1.9M |
| Spire Wealth Management | 0.06% | Add +8.5% | 29,495 | $1.9M |
| Aureum Wealth Management, LLC | 1.31% | Add +61.7% | 29,467 | $1.9M |
| State Street Corp. | 0.00% | Reduce -9.6% | 29,438 | $1.9M |
| J.E. Simmons & Co., P.C. | 1.26% | Reduce -1.4% | 29,351 | $1.9M |
| Kiley Juergens Wealth Management, LLC | 0.33% | Add +7.6% | 29,328 | $1.9M |
| Sunburst Financial Group, LLC | 0.36% | Reduce -1.9% | 29,252 | $1.9M |
| Parcion Private Wealth LLC | 0.12% | Add +284.8% | 29,213 | $1.9M |
| Destination Wealth Management | 0.05% | Add +2.1% | 29,110 | $1.9M |
| Harmony Asset Management LLC | 0.57% | Reduce -19.5% | 29,047 | $1.9M |
| Redwood Wealth Management Group, LLC | 0.80% | Reduce -1.1% | 28,896 | $1.9M |
| Stillwater Private Wealth, LLC | 1.56% | — | 28,863 | $1.8M |
| Sterling Financial Planning, Inc. | 0.55% | Reduce -2.4% | 28,844 | $1.8M |
| CX Institutional | 0.06% | Reduce -0.3% | 28,761 | $1.8M |
| 3 Factor Indexing, LLC | 1.73% | — | 28,647 | $1.8M |
| Moneco Advisors, LLC | 0.14% | Reduce -10.6% | 28,614 | $1.8M |
| Carl P. Sherr & Co., LLC | 0.86% | Add +0.5% | 28,605 | $1.8M |
| Continuum Advisory, LLC | 0.18% | Add +8.7% | 28,575 | $1.8M |
| Insigneo Advisory Services, LLC | 0.13% | Reduce -0.1% | 28,452 | $1.8M |
| Total Clarity Wealth Management, Inc. | 0.43% | Reduce -6.4% | 28,434 | $1.8M |
| Tolleson Wealth Management, Inc. | 0.27% | No change | 28,361 | $1.8M |
| Capital Advisors, Ltd. LLC | 0.21% | Add +5.8% | 28,352 | $1.8M |
| WBH Advisory Inc. | 0.14% | Reduce -17.6% | 27,857 | $1.8M |
| Navigate Wealth Management, LLC | 1.27% | — | 26,704 | $1.8M |
| Brooklyn Investment Group | 0.06% | Add +200.8% | 28,226 | $1.8M |
| Perspective Wealth Advisors LLC | 1.17% | Reduce -1.4% | 28,212 | $1.8M |
| Confluence Wealth Services, Inc. | 0.07% | Add +7.7% | 28,204 | $1.8M |
| Milestone Investment Advisors LLC | 0.44% | Add +5.7% | 28,179 | $1.8M |
| Bernicke Wealth Management, Ltd. | 0.23% | Add +2.4% | 28,049 | $1.8M |
| Daymark Wealth Partners, LLC | 0.06% | Reduce -8.2% | 28,031 | $1.8M |
| Wick Capital Partners, LLC | 0.33% | Add +7.1% | 28,029 | $1.8M |
| Summit Wealth Partners, LLC | 0.28% | Add +75.4% | 27,917 | $1.8M |
| Motco | 0.17% | Reduce -2.9% | 27,874 | $1.8M |
| Liberty Wealth Management LLC | 0.22% | Reduce -13.1% | 27,863 | $1.8M |
| Vista Investment Management | 0.60% | Add +0.4% | 27,737 | $1.8M |
| Zacks Investment Management | 0.01% | Add +14.3% | 27,721 | $1.8M |
| Nottingham Advisors, Inc. | 0.23% | Reduce -1.0% | 27,677 | $1.8M |
| Advus Financial Partners, LLC | 0.44% | Reduce -2.6% | 27,579 | $1.8M |
| Washington Trust Bank | 0.13% | Reduce -53.2% | 27,457 | $1.8M |
| Rainier Family Wealth Inc. | 1.18% | Add +76.0% | 27,391 | $1.8M |
| TIAA Wealth Investment Management LLC | 0.01% | — | 28,289 | $1.8M |
| Quantify Chaos Advisors, LLC | 5.45% | Add +9.1% | 27,251 | $1.7M |
| Peck Wealth Management, LLC | 1.75% | Add +16.5% | 27,206 | $1.7M |
| Wealthedge Investment Advisors, LLC | 0.64% | Reduce -0.8% | 27,161 | $1.7M |
| Tower Bridge Advisors | 0.17% | New | 27,108 | $1.7M |
| Cohen Investment Advisors LLC | 0.82% | Add +4.7% | 27,074 | $1.7M |
| Gibbs Wealth Management | 0.23% | Add +393.7% | 26,982 | $1.7M |
| Gridiron Partners, LLC | 1.06% | No change | 26,975 | $1.7M |
| Level Four Advisory Services, LLC | 0.06% | Add +1.8% | 26,915 | $1.7M |
| Beacon Bridge Wealth Partners, LLC | 0.58% | Add +0.2% | 26,913 | $1.7M |
| Lavelle Capital LP | 1.07% | Add +0.8% | 26,891 | $1.7M |
| Minot DeBlois Advisors LLC | 1.56% | Add +1.5% | 26,771 | $1.7M |
| Entrewealth, LLC | 0.77% | Reduce -5.8% | 26,765 | $1.7M |
| Midland Wealth Advisors, LLC | 0.09% | Reduce -1.1% | 26,717 | $1.7M |
| Hall Laurie J Trustee | 0.60% | Reduce -3.3% | 26,669 | $1.7M |
| Ramsay, Stattman, Vela & Price, Inc. | 0.34% | Add +3.5% | 26,518 | $1.7M |
| Chico Wealth RIA | 1.04% | Add +0.0% | 26,498 | $1.7M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.15% | Add +13.6% | 26,434 | $1.7M |
| Adirondack Trust Co. | 0.57% | Add +37.2% | 26,429 | $1.7M |
| Pennington Partners & Co., LLC | 0.58% | Add +23.2% | 26,418 | $1.7M |
| Transcend Capital Advisors, LLC | 0.14% | Add +68.9% | 26,406 | $1.7M |
| Seven Mile Advisory | 1.22% | Reduce -95.2% | 26,390 | $1.7M |
| New Republic Capital, LLC | 0.57% | Reduce -19.2% | 26,382 | $1.7M |
| ERn Financial, LLC | 0.32% | Reduce -5.1% | 26,333 | $1.7M |
| Mma Asset Management LLC | 0.59% | Add +4.3% | 26,244 | $1.7M |
| Quadrant Private Wealth Management, LLC | 0.26% | Reduce -0.5% | 26,069 | $1.7M |
| Baxter Bros Inc. | 0.21% | No change | 26,043 | $1.7M |
| Claris Financial LLC | 0.91% | Reduce -2.8% | 26,014 | $1.7M |
| Howland Capital Management LLC | 0.07% | Add +62.5% | 26,000 | $1.7M |
| Security National Bank of So Dak | 0.80% | Add +13.2% | 25,985 | $1.7M |
| Hegarty Advisors, LLC | 1.31% | Add +1.6% | 25,955 | $1.7M |
| TRB Wealth Management, LLC | 0.24% | — | 25,899 | $1.7M |
| Baker Boyer National Bank | 0.50% | Reduce -4.3% | 25,890 | $1.7M |
| Athena Investment Management | 0.86% | Add +38.8% | 25,878 | $1.7M |
| Colony Family Offices, LLC | 0.41% | Reduce -1.4% | 25,818 | $1.7M |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Reduce -14.7% | 25,633 | $1.6M |
| Axis Wealth Partners, LLC | 0.87% | Add +5.6% | 25,547 | $1.6M |
| Earned Wealth Advisors, LLC | 0.11% | Add +42.2% | 25,502 | $1.6M |
| Harding Loevner LP | 0.02% | Reduce -84.9% | 25,456 | $1.6M |
| Retirement Systems of Alabama | 0.01% | No change | 25,369 | $1.6M |
| IMA Advisory Services, Inc. | 0.16% | Add +0.2% | 25,242 | $1.6M |
| PW Advisors, LLC \ FL | 1.21% | Add +0.0% | 25,131 | $1.6M |
| McNaughton Wealth Management, LLC | 0.67% | Add +18.9% | 25,114 | $1.6M |
| Align Financial, LLC | 0.91% | Reduce -98.4% | 25,053 | $1.6M |
| Sendero Wealth Management, LLC | 0.18% | Add +213.0% | 25,018 | $1.6M |
| McCarter Private Wealth Services LLC | 0.70% | Add +2.2% | 25,013 | $1.6M |
| Genesis Private Wealth, LLC | 0.50% | Reduce -11.7% | 24,945 | $1.6M |
| Meridian Investment Counsel Inc. | 0.38% | Reduce -0.4% | 24,845 | $1.6M |
| XML Financial, LLC | 0.13% | Add +47.8% | 24,814 | $1.6M |
| Midwest Capital Advisors, LLC | 0.74% | Add +0.1% | 24,756 | $1.6M |
| Brand Asset Management Group, Inc. | 0.41% | Add +0.6% | 24,613 | $1.6M |
| Optimist Retirement Group LLC | 0.70% | Add +2.7% | 24,611 | $1.6M |
| Sensible Money, LLC | 0.48% | Add +17.9% | 24,586 | $1.6M |
| Flower City Capital | 0.79% | Reduce -0.5% | 24,576 | $1.6M |
| White Lighthouse Investment Management Inc. | 0.22% | Reduce -6.5% | 24,456 | $1.6M |
| South Plains Financial, Inc. | 0.91% | Add +1.5% | 24,433 | $1.6M |
| Smith Chas P & Associates Pa Cpas | 0.08% | No change | 24,399 | $1.6M |
| Catalyst Financial Partners LLC | 0.18% | Add +5.5% | 24,384 | $1.6M |
| Prosperity Planning, Inc. | 0.56% | Add +2.5% | 24,327 | $1.6M |
| Advisory Research Inc. | 0.19% | Add +1.2% | 24,316 | $1.6M |
| Osborne Partners Capital Management, LLC | 0.08% | Add +12.5% | 24,211 | $1.6M |
| CFO4Life Group, LLC | 0.24% | Reduce -4.8% | 24,107 | $1.5M |
| Compass Planning Associates Inc | 0.98% | Add +0.1% | 23,883 | $1.5M |
| Fiduciary Financial Group, LLC | 0.20% | Add +7.2% | 23,845 | $1.5M |
| Capital Advisors Wealth Management, LLC | 0.20% | Add +2.4% | 23,819 | $1.5M |
| Financial Strategies Group, Inc. | 0.26% | Reduce -3.0% | 22,391 | $1.5M |
| Tempo Wealth, LLC | 0.27% | Add +0.7% | 23,745 | $1.5M |
| Vista Capital Partners, Inc. | 0.15% | Add +37.8% | 23,741 | $1.5M |
| KCM Investment Advisors LLC | 0.05% | Add +0.1% | 23,736 | $1.5M |
| City State Bank | 0.39% | Add +3.9% | 23,712 | $1.5M |
| Everstar Asset Management, LLC | 0.81% | Reduce -1.8% | 23,677 | $1.5M |
| Kavar Capital Partners Group, LLC | 0.19% | No change | 23,663 | $1.5M |
| Silver Grove Financial Group, Inc. | 1.22% | Add +1.4% | 23,661 | $1.5M |
| Old North State Trust, LLC | 0.90% | Reduce -37.9% | 23,628 | $1.5M |
| Opes Wealth Management LLC | 0.26% | Reduce -14.0% | 23,615 | $1.5M |
| TCTC Holdings, LLC | 0.04% | Add +3.8% | 23,614 | $1.5M |
| Stone Loft Wealth Management LLC | 1.08% | Add +174.3% | 23,566 | $1.5M |
| Meriwether Wealth & Planning, LLC | 0.83% | Add +16.4% | 23,556 | $1.5M |
| Clear Investment Research, LLC | 2.36% | Add +4.1% | 23,549 | $1.5M |
| Cannell & Spears LLC | 0.03% | Add +3.8% | 23,545 | $1.5M |
| Investor's Fiduciary Advisor Network, LLC | 0.46% | Add +122.5% | 23,471 | $1.5M |
| Clearwave Capital, LLC | 1.02% | Add +8.7% | 23,375 | $1.5M |
| Global Assets Advisory, LLC | 0.43% | Add +67.8% | 23,368 | $1.5M |
| Bridge Generations Wealth Management LLC | 0.86% | Reduce -1.0% | 23,339 | $1.5M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.69% | New | 23,337 | $1.5M |
| Fidelity D & D Bancorp Inc. | 0.60% | Reduce -2.1% | 23,291 | $1.5M |
| Voya Financial Advisors, Inc. | 0.15% | Reduce -4.7% | 24,041 | $1.5M |
| Rossby Financial, LCC | 0.31% | Add +303.4% | 22,857 | $1.5M |
| Sterling Investment Management, LLC | 0.89% | Reduce -2.2% | 23,234 | $1.5M |
| Strategies Wealth Advisors, LLC | 0.15% | Reduce -9.2% | 23,189 | $1.5M |
| Peak Financial Management, Inc. | 0.38% | Add +3.5% | 23,101 | $1.5M |
| Brio Consultants, LLC | 0.18% | Add +1.8% | 21,419 | $1.5M |
| Arcadia Investment Advisors LLC | 0.70% | Reduce -0.9% | 23,039 | $1.5M |
| Hilltop Holdings Inc. | 0.13% | Reduce -61.2% | 23,027 | $1.5M |
| Geometric Wealth Advisors | 0.18% | Add +15.1% | 23,021 | $1.5M |
| Ofc Financial Planning, LLC | 1.45% | Add +0.3% | 23,017 | $1.5M |
| Investment Advisory Group, LLC | 0.37% | Add +3.5% | 23,003 | $1.5M |
| Elevatus Welath Management | 0.77% | No change | 23,002 | $1.5M |
| Wealth Advisory Solutions, LLC | 0.33% | Add +1.9% | 22,908 | $1.5M |
| Scotia Capital Inc. | 0.01% | Reduce -4.0% | 22,899 | $1.5M |
| Forthright Family Wealth Advisory LLC | 0.98% | Add +117.2% | 29,244 | $1.5M |
| Stonebridge Capital Advisors LLC | 0.10% | Add +240.5% | 22,883 | $1.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Add +10.9% | 22,838 | $1.5M |
| New England Private Wealth Advisors LLC | 0.17% | Add +0.8% | 22,831 | $1.5M |
| WCG Wealth Advisors LLC | 0.04% | Add +14.4% | 22,803 | $1.5M |
| Clear Harbor Asset Management, LLC | 0.10% | Add +0.0% | 22,758 | $1.5M |
| RKL Wealth Management LLC | 0.13% | Reduce -59.4% | 22,754 | $1.5M |
| Glass Jacobson Investment Advisors llc | 0.50% | Add +23.0% | 22,744 | $1.5M |
| Probity Advisors, Inc. | 0.23% | Reduce -0.6% | 22,732 | $1.5M |
| Family Capital Management, Inc. | 0.65% | Add +22.5% | 22,728 | $1.5M |
| Monograph Wealth Advisors, LLC | 0.14% | Add +0.0% | 22,723 | $1.5M |
| Benchmark Financial Wealth Advisors, LLC | 0.40% | Add +0.0% | 22,694 | $1.5M |
| Kestra Investment Management, LLC | 0.03% | Add +31.1% | 22,645 | $1.5M |
| Accel Wealth Management | 0.38% | Add +0.1% | 22,577 | $1.4M |
| Main Management LLC | 0.11% | Add +4.7% | 22,544 | $1.4M |
| Smith Salley Wealth Management | 0.07% | Add +5.9% | 22,546 | $1.4M |
| Capital Investment Advisory Services, LLC | 0.11% | Add +42.0% | 22,510 | $1.4M |
| Diesslin Group, Inc. | 0.65% | Add +8.2% | 22,421 | $1.4M |
| Hardin Capital Partners, LLC | 0.66% | Add +10.3% | 22,316 | $1.4M |
| Lake Street Private Wealth, LLC | 0.18% | Add +49.8% | 22,278 | $1.4M |
| Advisory Alpha, LLC | 0.04% | Add +62.0% | 22,216 | $1.4M |
| Flagstar Securities, Inc. | 0.51% | Reduce -10.1% | 22,146 | $1.4M |
| Key Financial Inc | 0.25% | Reduce -1.9% | 22,127 | $1.4M |
| First American Bank | 0.09% | Reduce -7.0% | 22,092 | $1.4M |
| Wealthcare Capital Management LLC | 0.14% | Reduce -0.6% | 22,026 | $1.4M |
| Tufton Capital Management | 0.26% | Add +24.3% | 21,976 | $1.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Add +21.1% | 21,956 | $1.4M |
| Ewa, LLC | 0.32% | Reduce -21.5% | 21,933 | $1.4M |
| NTV Asset Management LLC | 0.15% | Add +8.6% | 21,924 | $1.4M |
| Curated Wealth Partners LLC | 0.18% | Reduce -10.6% | 21,906 | $1.4M |
| Proactive Wealth Strategies LLC | 0.26% | Add +477.8% | 21,877 | $1.4M |
| Accretive Wealth Partners, LLC | 0.40% | Add +295.5% | 21,872 | $1.4M |
| Traveka Wealth, LLC | 0.53% | No change | 21,772 | $1.4M |
| WealthTrak Capital Management LLC | 1.00% | Reduce -0.5% | 21,764 | $1.4M |
| Avos Capital Management, LLC | 0.55% | Reduce -89.6% | 21,758 | $1.4M |
| L & S Advisors Inc | 0.17% | Reduce -41.0% | 21,708 | $1.4M |
| Founders Financial Alliance, LLC | 0.25% | Reduce -9.6% | 21,669 | $1.4M |
| American Alpha Advisors, LLC | 0.81% | Reduce -2.6% | 21,603 | $1.4M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.24% | Reduce -7.2% | 21,591 | $1.4M |
| Fielder Capital Group LLC | 0.30% | Add +0.0% | 21,579 | $1.4M |
| Canvas Wealth Advisors, LLC | 0.23% | Reduce -1.0% | 21,542 | $1.4M |
| Cape Investment Advisory, Inc. | 0.46% | Add +3.0% | 21,536 | $1.4M |
| 1832 Asset Management L.P. | 0.00% | Reduce -1.6% | 21,474 | $1.4M |
| Hemenway Trust Co LLC | 0.11% | Add +87.3% | 21,458 | $1.4M |
| Glenview Trust Co | 0.02% | Add +13.1% | 21,436 | $1.4M |
| Eq LLC | 0.39% | Reduce -1.3% | 21,424 | $1.4M |
| Hanover Advisors Inc. | 0.56% | Reduce -1.1% | 21,360 | $1.4M |
| Ami Investment Management Inc. | 0.31% | Reduce -0.8% | 21,291 | $1.4M |
| Fingerlakes Wealth Management, Inc. | 0.90% | Add +18.4% | 21,256 | $1.4M |
| Antonelli Financial Advisors, LLC | 0.94% | Reduce -0.6% | 21,248 | $1.4M |
| Roffman Miller Associates Inc. | 0.08% | Reduce -1.5% | 21,250 | $1.4M |
| Vann Equity Management LLC | 0.97% | — | 21,247 | $1.4M |
| Williams Jones Wealth Management, LLC. | 0.02% | Reduce -10.2% | 21,205 | $1.4M |
| IKE Capital, LLC | 0.77% | Reduce -3.8% | 21,202 | $1.4M |
| Strategic Financial Services, Inc. | 0.06% | Add +38.1% | 21,201 | $1.4M |
| Johnson Financial Group, Inc. | 0.05% | Reduce -6.0% | 21,184 | $1.4M |
| Exchange Bank | 0.94% | Add +43.9% | 21,071 | $1.4M |
| Mitchell Capital Management Co. | 0.25% | No change | 21,029 | $1.3M |
| Burke & Herbert Bank & Trust Co. | 0.37% | Reduce -1.0% | 21,010 | $1.3M |
| Defined Wealth Management, LLC | 0.79% | Add +2.8% | 20,997 | $1.3M |
| Arsenal Capital Advisors LLC | 0.98% | Add +37.3% | 20,985 | $1.3M |
| Chapin Davis, Inc. | 0.30% | Reduce -9.8% | 20,972 | $1.3M |
| McClarren Financial Advisors, Inc. | 0.79% | Add +155.1% | 20,949 | $1.3M |
| BIP Wealth, LLC | 0.05% | Reduce -95.9% | 20,942 | $1.3M |
| Beaumont Financial Advisors, LLC | 0.09% | Add +9.1% | 20,931 | $1.3M |
| Vertrix Wealth Management, LLC | 0.49% | — | 20,736 | $1.3M |
| Cannon Financial Strategists, Inc. | 0.17% | Add +2.0% | 20,705 | $1.3M |
| Busey Bank | 0.04% | Add +25.7% | 20,697 | $1.3M |
| Rydar Equities, Inc. | 1.02% | Add +2.7% | 20,632 | $1.3M |
| Greenline Partners, LLC | 0.14% | No change | 20,601 | $1.3M |
| Client 1ST Advisory Group, LLC | 0.40% | Add +2.8% | 20,591 | $1.3M |
| NBT Bank, N.A. | 0.09% | Reduce -2.0% | 20,566 | $1.3M |
| Financial Perspectives, Inc | 0.37% | Add +18.8% | 20,542 | $1.3M |
| Quotient Wealth Partners, LLC | 0.03% | Add +0.2% | 20,539 | $1.3M |
| RDA Financial Network | 0.33% | Add +27.6% | 20,486 | $1.3M |
| 3Chopt Investment Partners, LLC | 0.30% | Reduce -14.3% | 20,434 | $1.3M |
| Sargent Investment Group, LLC | 0.17% | Add +0.2% | 20,409 | $1.3M |
| Birchcreek Wealth Management, LLC | 0.63% | No change | 20,407 | $1.3M |
| LexAurum Advisors, LLC | 0.17% | — | 20,368 | $1.3M |
| Stanley-Laman Group, Ltd. | 0.16% | Add +70.4% | 20,351 | $1.3M |
| PFG Investments, LLC | 0.06% | Add +6.9% | 20,312 | $1.3M |
| Jag Capital Management, LLC | 0.15% | No change | 20,275 | $1.3M |
| Financial Life Advisors | 0.40% | Reduce -8.6% | 20,268 | $1.3M |
| Bank of Marin | 0.95% | Add +3.3% | 20,267 | $1.3M |
| Capital Management Associates, Inc | 0.29% | Add +3.0% | 20,215 | $1.3M |
| Fee-Only Financial Planning, L.C. | 0.78% | No change | 20,194 | $1.3M |
| Laurel Wealth Advisors LLC | 0.13% | Reduce -14.2% | 18,198 | $1.3M |
| Pioneer Wealth Management Group | 0.36% | Add +0.7% | 20,107 | $1.3M |
| CVS HEALTH Corp | 0.60% | New | 20,000 | $1.3M |
| RBF Capital, LLC | 0.06% | No change | 20,000 | $1.3M |
| ATX Financial Planning, LLC | 0.97% | Reduce -42.7% | 19,976 | $1.3M |
| Kassira Wealth Management LLC | 1.17% | Add +3.5% | 19,811 | $1.3M |
| Breakwater Investment Management | 0.47% | Reduce -0.0% | 19,745 | $1.3M |
| Baldwin Wealth Partners LLC | 0.09% | Reduce -5.5% | 19,695 | $1.3M |
| WFA of San Diego, LLC | 1.01% | Add +3.5% | 19,682 | $1.3M |
| Idaho Trust Co | 0.41% | Reduce -0.6% | 19,545 | $1.3M |
| Boston Research & Management Inc. | 0.30% | Reduce -2.8% | 19,498 | $1.2M |
| WealthShield Partners, LLC | 0.14% | Reduce -0.2% | 19,359 | $1.2M |
| MBE Wealth Management, LLC | 0.52% | Reduce -8.8% | 19,351 | $1.2M |
| LS Investment Advisors, LLC | 0.19% | Add +40.9% | 19,321 | $1.2M |
| Golden State Wealth Management, LLC | 0.14% | Reduce -2.2% | 19,297 | $1.2M |
| Winthrop Partners - WNY, LLC | 0.66% | No change | 19,292 | $1.2M |
| Goepper Burkhardt LLC | 0.41% | Reduce -0.7% | 19,204 | $1.2M |
| Mainsail Financial Group, LLC | 0.51% | Add +0.3% | 19,159 | $1.2M |
| Integrated Capital Management, Inc. | 0.82% | Add +1.5% | 19,143 | $1.2M |
| Wealthquest Corp | 0.09% | Reduce -11.1% | 19,133 | $1.2M |
| Taylor & Morgan Wealth Management, LLC | 0.70% | Reduce -2.4% | 19,132 | $1.2M |
| Palisade Asset Management, LLC | 0.12% | Add +4.7% | 19,097 | $1.2M |
| GreatBanc Trust CO | 0.86% | Add +10.1% | 19,070 | $1.2M |
| Fiscal Wisdom Wealth Management, LLC | 1.17% | Add +38.6% | 19,024 | $1.2M |
| Ketron Financial | 0.44% | Reduce -0.3% | 18,975 | $1.2M |
| Mattern Capital Management, LLC | 0.14% | No change | 18,878 | $1.2M |
| AMG Asset Management Group, Inc. | 0.94% | New | 18,836 | $1.2M |
| Uptick Partners, LLC | 0.24% | Add +3.2% | 18,774 | $1.2M |
| Cascades Capital Asset Management, LLC | 0.51% | Add +314.4% | 18,772 | $1.2M |
| Schaper Benz & Wise Investment Counsel Inc. | 0.09% | Add +19.5% | 18,729 | $1.2M |
| MontVue Capital Management, Inc. | 0.82% | Reduce -4.7% | 18,712 | $1.2M |
| Twelve Points Wealth Management LLC | 0.26% | Reduce -1.4% | 18,639 | $1.2M |
| Resources Management Corp. /CT/ | 0.16% | Add +3.0% | 18,635 | $1.2M |
| Red Lighthouse Investment Management, LLC | 0.40% | No change | 18,549 | $1.2M |
| Stirlingshire Investments, Inc. | 1.04% | Add +0.2% | 18,515 | $1.2M |
| Plan A Wealth LLC | 0.57% | Reduce -14.6% | 18,511 | $1.2M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Add +18.7% | 17,496 | $1.2M |
| Westmount Partners, LLC | 0.29% | Add +1.7% | 18,478 | $1.2M |
| Revisor Wealth Management LLC | 0.33% | Add +41.7% | 18,436 | $1.2M |
| Advisor Resource Council | 0.47% | New | 18,368 | $1.2M |
| Legacy Trust | 0.23% | Reduce -18.1% | 18,322 | $1.2M |
| Medallion Wealth Advisors, LLC | 0.38% | Reduce -0.8% | 18,314 | $1.2M |
| Heck Capital Advisors, LLC | 0.09% | Add +4.3% | 18,295 | $1.2M |
| Bell Investment Advisors, Inc | 0.18% | Reduce -11.3% | 18,211 | $1.2M |
| Putney Financial Group LLC | 1.17% | Add +75.5% | 18,185 | $1.2M |
| FLC Capital Advisors | 0.21% | Add +6.0% | 18,101 | $1.2M |
| Macroview Investment Management LLC | 0.81% | Add +12.4% | 18,089 | $1.2M |
| Colton Groome Financial Advisors, LLC | 0.33% | Reduce -5.5% | 18,023 | $1.2M |
| Halter Ferguson Financial Inc. | 0.25% | Reduce -6.7% | 17,953 | $1.2M |
| Heartland Bank & Trust Co | 0.26% | New | 17,874 | $1.1M |
| Carmel Capital Partners, LLC | 0.41% | Add +22.4% | 17,828 | $1.1M |
| 2UniFi Bank | 0.55% | Add +8.6% | 17,806 | $1.1M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.38% | Add +13.6% | 16,675 | $1.1M |
| Estate Counselors, LLC | 0.10% | New | 17,665 | $1.1M |
| Golden Bell Financial Planning LLC | 0.90% | Reduce -1.5% | 17,600 | $1.1M |
| Destiny Wealth Partners, LLC | 0.12% | Add +0.3% | 17,593 | $1.1M |
| Pinion Investment Advisors, LLC | 0.26% | Reduce -9.8% | 17,591 | $1.1M |
| Paragon Capital Management Ltd | 0.24% | Add +5.1% | 17,477 | $1.1M |
| Hansen & Associates Financial Group, Inc. | 0.60% | Reduce -41.1% | 17,300 | $1.1M |
| Hazlett, Burt & Watson, Inc. | 0.35% | Add +198.0% | 17,378 | $1.1M |
| Blue Zone Wealth Advisors, LLC | 0.23% | Reduce -2.0% | 17,352 | $1.1M |
| Capstone Wealth Management Group LLC | 0.68% | Add +17.7% | 17,318 | $1.1M |
| Dunhill Financial, LLC | 0.26% | Add +90.8% | 17,264 | $1.1M |
| Woodstock Corp. | 0.10% | No change | 17,235 | $1.1M |
| Salem Investment Counselors Inc. | 0.03% | Reduce -4.4% | 17,228 | $1.1M |
| Pinnacle Bancorp, Inc. | 0.33% | Reduce -0.8% | 17,224 | $1.1M |
| Portfolio Resources Advisor Group, Inc. | 1.10% | Add +6.5% | 17,214 | $1.1M |
| Keystone Financial Group | 0.08% | Reduce -12.0% | 17,187 | $1.1M |
| Immaculate Wealth Management LLC | 8.69% | — | 17,162 | $1.1M |
| KFA Private Wealth Group, LLC | 0.26% | Reduce -0.8% | 17,150 | $1.1M |
| Olde Wealth Management, LLC | 0.35% | Reduce -6.9% | 17,164 | $1.1M |
| Maia Wealth LLC | 0.19% | Reduce -6.8% | 17,130 | $1.1M |
| Tobias Financial Advisors, Inc. | 0.15% | Add +3.6% | 17,121 | $1.1M |
| Sound View Wealth Advisors Group, LLC | 0.07% | Add +10.9% | 17,052 | $1.1M |
| UNIVEST FINANCIAL Corp | 0.06% | Add +9.2% | 17,000 | $1.1M |
| FAS Wealth Partners, Inc. | 0.07% | Reduce -0.3% | 16,966 | $1.1M |
| Pillar Financial Advisors, LLC | 0.64% | Reduce -3.6% | 16,965 | $1.1M |
| MTM Investment Management, LLC | 0.34% | Add +3.2% | 16,917 | $1.1M |
| DKM Wealth Management, Inc. | 0.78% | Add +0.1% | 16,911 | $1.1M |
| PlanVest Financial, Inc | 0.82% | — | 16,906 | $1.1M |
| Biltmore Family Office, LLC | 0.15% | Reduce -5.6% | 16,876 | $1.1M |
| Tillman Hartley LLC | 0.27% | Add +0.1% | 16,874 | $1.1M |
| Next Capital Management LLC | 0.33% | Add +4.5% | 16,749 | $1.1M |
| Optima Capital LLC | 0.50% | Reduce -13.5% | 16,732 | $1.1M |
| Innova Wealth Partners | 0.51% | Reduce -51.7% | 16,678 | $1.1M |
| Atala Financial Inc | 0.71% | Reduce -8.1% | 16,424 | $1.1M |
| Freedom Financial Partners LLC | 0.38% | Reduce -0.5% | 16,509 | $1.1M |
| Barings LLC | 0.02% | New | 16,483 | $1.1M |
| Integrity Wealth Partners, LLC | 0.95% | — | 16,455 | $1.1M |
| Burton Enright Welch | 0.14% | Reduce -2.4% | 16,442 | $1.1M |
| Nikulski Financial, Inc. | 0.26% | Reduce -15.7% | 16,400 | $1.1M |
| Wrenne Financial Planning LLC | 0.41% | Reduce -3.4% | 16,360 | $1.0M |
| Brookwood Investment Group LLC | 0.13% | Add +30.2% | 16,354 | $1.0M |
| Abacus Wealth Partners, LLC | 0.10% | Add +2.7% | 16,329 | $1.0M |
| Powers Advisory Group, LLC | 0.37% | Add +30.2% | 16,291 | $1.0M |
| Mayfair Advisory Group, LLC | 0.36% | Reduce -1.5% | 16,250 | $1.0M |
| Stordahl Capital Management, Inc. | 0.21% | Reduce -2.0% | 16,164 | $1.0M |
| Tudor Financial Inc. | 0.53% | Add +3.9% | 16,138 | $1.0M |
| Arcus Capital Partners, LLC | 0.37% | Reduce -1.7% | 16,122 | $1.0M |
| Balance Wealth Partners LLC | 0.32% | Add +131.4% | 16,100 | $1.0M |
| Harpswell Capital Advisors, LLC | 0.77% | No change | 16,090 | $1.0M |
| WPG Advisers, LLC | 0.76% | Reduce -7.9% | 16,065 | $1.0M |
| Allie Family Office LLC | 0.45% | No change | 16,050 | $1.0M |
| Godsey & Gibb, Inc. | 0.09% | Reduce -5.0% | 15,991 | $1.0M |
| Integrity Investment Advisors, LLC | 0.55% | Add +52.4% | 15,960 | $1.0M |
| Shufro Rose & Co. LLC | 0.07% | Reduce -21.8% | 15,953 | $1.0M |
| First County Bank | 0.55% | Reduce -1.0% | 15,930 | $1.0M |
| TCV Trust & Wealth Management, Inc. | 0.09% | Reduce -5.1% | 15,905 | $1.0M |
| Koss-Olinger Consulting, LLC | 0.09% | New | 15,901 | $1.0M |
| Two Sigma Securities, LLC | 0.12% | New | 15,826 | $1.0M |
| Spirepoint Private Client, LLC | 0.10% | No change | 15,802 | $1.0M |
| Signet Financial Management, LLC | 0.11% | Reduce -3.1% | 15,714 | $1.0M |
| Kagan Cocozza Asset Management | 0.71% | Add +74.2% | 15,703 | $1.0M |
| Twin City Private Wealth, LLC | 0.76% | Add +3.6% | 15,683 | $1.0M |
| Northwest Bancshares, Inc. | 0.20% | Reduce -0.7% | 15,635 | $1.0M |
| Horizon Investment Services, LLC | 0.35% | Reduce -0.9% | 15,630 | $1.0M |
| Skyline Advisors, Inc. | 0.35% | Add +9.1% | 15,571 | $998K |
| First Merchants Corp. | 0.04% | Add +11.9% | 15,561 | $997K |
| Belleair Asset Management, LLC | 0.91% | Reduce -2.0% | 15,510 | $994K |
| Valpey Financial Services, LLC | 0.64% | Reduce -1.8% | 15,457 | $990K |
| Richards, Merrill & Peterson, Inc. | 0.36% | Add +2.6% | 15,416 | $988K |
| Polaris Investment Advisors, LLC | 0.72% | Reduce -5.1% | 15,412 | $988K |
| Santori & Peters, Inc. | 0.31% | Reduce -0.3% | 15,406 | $987K |
| Rice Partnership, LLC | 0.13% | No change | 15,394 | $986K |
| Viewpoint Capital Management LLC | 0.46% | Add +0.0% | 15,352 | $984K |
| Capital Squared Financial LLC | 0.75% | Add +23.2% | 15,351 | $984K |
| Douglass Winthrop Advisors, LLC | 0.02% | No change | 15,285 | $979K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.12% | Reduce -1.6% | 15,263 | $978K |
| Innovative Wealth Building LLC | 0.69% | Add +3.8% | 15,253 | $977K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 15,240 | $977K |
| Black Cypress Capital Management, LLC | 0.70% | Add +0.7% | 15,232 | $976K |
| Kesler, Norman & Wride, LLC | 0.17% | Add +27.4% | 15,228 | $976K |
| Aspire Capital Advisors LLC | 0.22% | No change | 15,225 | $976K |
| Fragasso Financial Advisors Inc | 0.06% | Reduce -4.0% | 14,926 | $972K |
| Center for Financial Planning, Inc. | 0.10% | Reduce -6.8% | 15,152 | $971K |
| Adamsbrown Wealth Consultants LLC | 0.26% | Add +1.2% | 15,151 | $971K |
| Fiduciary Alliance LLC | 0.06% | Add +11.1% | 14,121 | $970K |
| Brown Financial Advisory | 0.48% | Add +91.0% | 15,092 | $967K |
| RAM Investment Partners, LLC | 0.17% | Reduce -0.3% | 15,072 | $966K |
| McLean Asset Management Corp | 0.17% | Add +60.0% | 15,027 | $963K |
| Intelligence Driven Advisers, LLC | 0.17% | Add +8.7% | 15,018 | $962K |
| Pacific Sage Partners, LLC | 0.15% | Reduce -1.4% | 14,963 | $959K |
| Anchor Capital Advisors LLC | 0.03% | Reduce -19.6% | 14,947 | $958K |
| Vantage Point Financial LLC | 0.34% | Reduce -0.9% | 14,925 | $956K |
| Elser Financial Planning, Inc | 0.05% | Add +1.4% | 14,863 | $952K |
| Yoder Wealth Management, Inc. | 0.43% | No change | 14,841 | $951K |
| Richard W. Paul & Associates, LLC | 0.32% | Reduce -5.6% | 14,755 | $946K |
| Beckerman Institutional, LLC | 0.50% | No change | 14,748 | $945K |
| Modus Advisors, LLC | 0.26% | Add +0.2% | 14,704 | $942K |
| Crux Wealth Advisors | 0.36% | Reduce -6.2% | 14,688 | $941K |
| Addison Capital Co | 0.17% | Reduce -81.1% | 14,643 | $938K |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 0.84% | Add +2.2% | 14,620 | $937K |
| Bridgewater Advisors Inc. | 0.06% | Reduce -26.9% | 13,244 | $935K |
| Sonoma Private Wealth LLC | 1.15% | Reduce -2.5% | 14,539 | $932K |
| Clearstead Trust, LLC | 0.15% | Reduce -18.8% | 14,537 | $932K |
| Sage Rhino Capital LLC | 0.17% | Add +0.1% | 14,484 | $928K |
| Alaethes Wealth, LLC | 0.27% | Add +10.6% | 14,468 | $927K |
| Granite Bay Wealth Management, LLC | 0.20% | Add +136.3% | 14,431 | $925K |
| Cozad Asset Management Inc. | 0.07% | Add +77.0% | 14,409 | $923K |
| Capital Advantage, Inc. | 0.12% | No change | 14,382 | $922K |
| TriaGen Wealth Management LLC | 0.25% | No change | 14,353 | $920K |
| Annex Advisory Services, LLC | 0.02% | Add +7.2% | 14,316 | $917K |
| TCI Wealth Advisors, Inc. | 0.05% | Add +3.5% | 14,287 | $916K |
| Godfrey Financial Associates, Inc. | 0.78% | Add +6.5% | 14,165 | $908K |
| Urban Financial Advisory Corp | 0.32% | Add +23.1% | 14,153 | $907K |
| Legacy Capital Wealth Partners, LLC | 0.19% | Reduce -10.0% | 14,113 | $904K |
| BigSur Wealth Management LLC | 0.25% | No change | 14,100 | $904K |
| Denver Wealth Management, Inc. | 0.31% | New | 14,046 | $900K |
| Forefront Wealth Partners, LLC | 0.38% | Add +11.7% | 14,020 | $898K |
| Romano Brothers and Company | 0.10% | Reduce -2.0% | 13,977 | $896K |
| Approach Retirement Advisors, LLC | 0.74% | Add +6.4% | 13,964 | $895K |
| Sound Income Strategies, LLC | 0.04% | Add +11.3% | 13,727 | $894K |
| Cornerstone Financial Group, LLC | 0.57% | Add +7.8% | 13,012 | $894K |
| Bay Capital Advisors, LLC | 0.55% | Reduce -6.1% | 13,952 | $894K |
| Causey Wealth LLC | 0.38% | Add +4.6% | 13,899 | $891K |
| Clarendon Private LLC | 0.68% | Add +0.2% | 13,892 | $890K |
| Fort Vancouver Investment Management, LLC | 0.45% | Reduce -0.0% | 13,844 | $887K |
| Redmond Asset Management, LLC | 0.24% | Add +10.3% | 13,831 | $886K |
| Pinnacle Wealth Planning Services, Inc. | 0.09% | Add +46.5% | 13,735 | $880K |
| Tepp RIA, LLC | 0.69% | Add +29.9% | 13,732 | $880K |
| First National Bank of Hutchinson | 0.56% | No change | 13,732 | $880K |
| Boyce & Associates Wealth Consulting, Inc. | 0.67% | New | 13,730 | $880K |
| Waterfront Wealth Inc. | 0.16% | Reduce -1.9% | 13,716 | $879K |
| Independent Wealth Network Inc. | 0.26% | Add +27.1% | 13,715 | $879K |
| J. Derek Lewis & Associates Inc. | 0.20% | Add +27.6% | 13,697 | $878K |
| Argyle Capital Partners, LLC | 0.63% | Add +29.2% | 13,659 | $875K |
| Fortress Financial Group, LLC | 0.64% | Add +0.0% | 13,485 | $864K |
| First Pacific Financial | 0.11% | Add +75.7% | 13,454 | $862K |
| Icon Wealth Advisors, LLC | 0.06% | Add +36.5% | 12,783 | $857K |
| Ethos Financial Group, LLC | 0.06% | Reduce -54.6% | 13,303 | $855K |
| Foster Victor Wealth Advisors, LLC | 0.05% | Add +188.6% | 12,382 | $853K |
| Strategic Advisory Partners, LLC | 0.67% | Reduce -7.5% | 13,304 | $853K |
| Bluespring Wealth Management, LLC | 0.07% | No change | 13,272 | $850K |
| Koesten, Hirschmann & Crabtree, INC. | 0.41% | No change | 13,251 | $849K |
| Apollon Financial, LLC | 0.12% | Add +2.6% | 13,239 | $848K |
| Evernest Financial Advisors, LLC | 0.18% | Reduce -2.0% | 12,461 | $848K |
| Peak Wealth Management LLC | 0.70% | Add +9.4% | 13,232 | $848K |
| BTG Pactual Asset Management US LLC | 0.08% | New | 17,128 | $847K |
| MA Private Wealth | 0.14% | Reduce -2.4% | 13,202 | $846K |
| Richard P Slaughter Associates Inc | 0.18% | Reduce -6.6% | 13,165 | $844K |
| Bluesphere Advisors LLC | 0.30% | Add +0.3% | 13,160 | $843K |
| St. Clair Advisors, LLC | 0.22% | Add +0.2% | 13,071 | $838K |
| Abbot Financial Management, Inc. | 0.35% | Add +9.2% | 13,011 | $834K |
| Resonant Capital Advisors, LLC | 0.04% | No change | 13,000 | $833K |
| American State Bank (Iowa) | 0.40% | Add +21.9% | 12,905 | $827K |
| Eagle Global Advisors LLC | 0.03% | No change | 12,785 | $819K |
| Independence Bank of Kentucky | 0.10% | Reduce -2.7% | 12,775 | $819K |
| Silver Oak Wealth Advisors Services, LLC | 0.53% | Reduce -1.0% | 12,749 | $817K |
| Phillips Financial Management, LLC | 0.06% | Reduce -18.4% | 12,715 | $815K |
| Warren Street Wealth Advisors, LLC | 0.21% | Reduce -0.8% | 12,709 | $814K |
| Elgethun Capital Management | 0.13% | No change | 12,676 | $812K |
| Ritter Daniher Financial Advisory LLC / DE | 0.14% | Reduce -2.9% | 12,672 | $812K |
| Objective Capital Management, LLC | 0.82% | No change | 12,640 | $810K |
| CWS Financial Advisors, LLC | 0.21% | Add +14.3% | 12,640 | $810K |
| Friedenthal Financial | 0.41% | Reduce -21.2% | 12,638 | $810K |
| Wealth Dimensions Group, Ltd. | 0.16% | Add +1.1% | 12,588 | $807K |
| VeraBank, N.A. | 0.15% | Add +2.6% | 12,585 | $806K |
| Viawealth, LLC | 0.45% | Add +0.3% | 12,584 | $806K |
| BetterWealth, LLC | 0.16% | Add +144.1% | 12,579 | $806K |
| Kera Capital Partners, Inc. | 0.10% | Reduce -3.3% | 12,547 | $804K |
| NorthCoast Asset Management LLC | 0.02% | Add +130.3% | 12,536 | $803K |
| Potomac Fund Management Inc. | 0.03% | Reduce -9.1% | 12,498 | $801K |
| Arkos Global Advisors | 0.10% | Reduce -3.0% | 12,488 | $800K |
| W1M Asset Management Ltd | 0.01% | No change | 12,478 | $800K |
| Fayez Sarofim & Co | 0.00% | No change | 12,444 | $797K |
| Round Rock Advisors LLC | 0.12% | Add +0.0% | 12,434 | $797K |
| Matauro, LLC | 0.11% | Add +283.1% | 12,368 | $793K |
| DecisionPoint Financial, LLC | 0.17% | Reduce -3.4% | 12,355 | $792K |
| Opulen Financial Group LLC | 0.56% | Reduce -0.4% | 12,344 | $791K |
| Sachetta, LLC | 0.43% | Add +4.9% | 12,342 | $791K |
| Venturi Wealth Management, LLC | 0.04% | Reduce -4.2% | 12,315 | $789K |
| Outbound Financial Inc | 0.59% | No change | 12,280 | $787K |
| Integrated Wealth Management | 0.90% | Reduce -2.6% | 12,255 | $785K |
| River Wealth Advisors LLC | 0.09% | Add +0.9% | 12,252 | $785K |
| Sankala Group LLC | 0.64% | Add +0.3% | 12,479 | $780K |
| Laffer Tengler Investments, Inc. | 0.14% | No change | 12,142 | $778K |
| Missouri Trust & Investment Co | 0.23% | Reduce -0.7% | 12,126 | $777K |
| Virtue Asset Management LLC | 0.63% | Add +0.2% | 12,105 | $776K |
| Pearl Planning LLC | 0.41% | Reduce -0.0% | 12,077 | $774K |
| LRI Investments, LLC | 0.07% | Add +702.5% | 12,046 | $772K |
| Princeton Global Asset Management LLC | 0.13% | Add +1.8% | 12,044 | $772K |
| Compass Wealth Management LLC | 0.19% | New | 12,022 | $770K |
| Radnor Capital Management, LLC | 0.11% | No change | 12,020 | $770K |
| Integral Investment Advisors, Inc. | 0.19% | Reduce -3.5% | 12,018 | $770K |
| Mondrian Investment Partners LTD | 0.01% | Reduce -59.9% | 11,985 | $768K |
| GEM Asset Management, LLC | 0.34% | Reduce -5.8% | 11,943 | $765K |
| Farmers National Bank | 0.17% | Reduce -0.4% | 11,935 | $765K |
| HTG Investment Advisors, Inc. | 0.22% | Add +0.5% | 11,932 | $765K |
| Beacon Financial Advisory LLC | 0.17% | Add +18.3% | 11,883 | $761K |
| Alpha Financial Advisors, LLC | 0.23% | Reduce -2.3% | 11,880 | $761K |
| Asempa Wealth Advisors | 0.66% | Add +1.0% | 11,684 | $761K |
| Raleigh Capital Management Inc. | 0.26% | Reduce -12.2% | 11,858 | $760K |
| Foguth Wealth Management, LLC. | 0.09% | Reduce -10.2% | 10,563 | $758K |
| Cornerstone Advisors Asset Management, LLC | 0.12% | Add +20.0% | 11,803 | $756K |
| Accurate Wealth Management, LLC | 0.09% | Reduce -15.1% | 11,165 | $756K |
| Requisite Capital Management, LLC | 0.14% | No change | 11,792 | $756K |
| Barnes Dennig Private Wealth Management LLC | 0.75% | No change | 11,757 | $753K |
| Asset Management Group, Inc. | 0.12% | Reduce -0.2% | 11,699 | $750K |
| Lee Danner & Bass Inc. | 0.05% | No change | 11,642 | $746K |
| MeadowBrook Investment Advisors LLC | 0.67% | Reduce -1.4% | 11,640 | $746K |
| Wellspring Financial Advisors, LLC | 0.06% | Add +0.9% | 11,631 | $745K |
| Diversified Management Inc. | 0.13% | Add +52.0% | 11,605 | $744K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.24% | Reduce -5.7% | 11,587 | $742K |
| Dodds Wealth, LLC | 0.18% | Reduce -0.8% | 11,577 | $742K |
| Lam Group, Inc. | 0.41% | Add +49.8% | 11,556 | $741K |
| Twin Peaks Wealth Advisors, LLC | 0.19% | Add +109.3% | 11,528 | $739K |
| National Wealth Management Group, LLC | 0.27% | Reduce -23.8% | 11,479 | $736K |
| Capital Planning LLC | 0.24% | No change | 11,471 | $735K |
| Grandfield & Dodd, LLC | 0.04% | Add +0.8% | 11,442 | $733K |
| Richmond Investment Services, LLC | 0.12% | Add +13.4% | 11,442 | $733K |
| Lloyd Advisory Services, LLC. | 0.21% | Add +189150.0% | 11,355 | $728K |
| Kingdom Financial Group LLC. | 0.21% | Reduce -2.8% | 11,355 | $728K |
| Matters Capital LLC | 0.64% | New | 11,354 | $728K |
| West Michigan Advisors, LLC | 0.16% | Reduce -3.1% | 11,351 | $727K |
| Bedel Financial Consulting, Inc. | 0.08% | Reduce -0.1% | 11,349 | $727K |
| Curtis Advisory Group, LLC | 0.16% | Reduce -1.3% | 11,335 | $726K |
| Heritage Investors Management Corp. | 0.02% | Reduce -4.2% | 11,329 | $726K |
| Selective Wealth Management, Inc. | 0.21% | Add +3.7% | 10,803 | $725K |
| Quantum Financial Advisors, LLC | 0.08% | Reduce -2.3% | 11,303 | $724K |
| Chatham Capital Group, Inc. | 0.10% | No change | 11,260 | $722K |
| CRA Financial Services, LLC | 0.09% | No change | 11,254 | $721K |
| Empirical Asset Management, LLC | 0.19% | Reduce -0.8% | 14,486 | $720K |
| Matisse Capital | 0.31% | No change | 11,228 | $719K |
| SwitchPoint Financial Planning, LLC | 0.49% | Add +5.9% | 11,208 | $718K |
| Center For Asset Management LLC | 0.36% | Reduce -7.5% | 11,193 | $717K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.08% | Reduce -6.6% | 11,171 | $716K |
| apricus wealth, LLC | 0.35% | Reduce -6.5% | 11,168 | $716K |
| Atlas Brown,Inc. | 0.21% | Add +10.7% | 11,130 | $713K |
| Summit Wealth & Retirement Planning, Inc. | 0.17% | Reduce -0.0% | 11,128 | $713K |
| Valtinson Bruner Financial Planning LLC | 0.20% | Add +23.2% | 11,119 | $713K |
| Oak Wealth Advisors LLC | 0.39% | Reduce -3.8% | 11,108 | $712K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Add +5715.7% | 12,136,863 | $710K |
| Forza Wealth Management, LLC | 0.25% | Reduce -0.8% | 10,999 | $705K |
| InTrack Investment Management Inc | 0.40% | Reduce -0.5% | 10,987 | $704K |
| GWN Securities Inc. | 0.13% | Add +6.9% | 10,947 | $702K |
| Serenity Investment Advisors | 0.33% | Reduce -28.2% | 9,937 | $700K |
| Denver PWM, LLC | 0.24% | Reduce -0.3% | 9,862 | $699K |
| TrueWealth Advisors, LLC | 0.18% | Reduce -9.3% | 10,873 | $697K |
| Guardian Asset Advisors, LLC | 0.41% | Reduce -79.6% | 10,839 | $695K |
| WNY Asset Management, LLC | 0.07% | — | 10,822 | $693K |
| Cambria Investment Management, L.P. | 0.04% | Reduce -41.9% | 10,772 | $690K |
| Villere St Denis J & Co. LLC | 0.08% | Reduce -7.3% | 10,765 | $690K |
| Hubbell Strickland Wealth Management, LLC | 0.27% | Add +3.5% | 10,755 | $689K |
| Sunbeam Capital Management, LLC | 0.39% | Add +47.0% | 10,736 | $688K |
| Sheridan Capital Management, LLC | 0.36% | Reduce -10.6% | 10,733 | $688K |
| Spinnaker Investment Group, LLC | 0.14% | Reduce -21.2% | 10,669 | $684K |
| Van Den Berg Management I, Inc. | 0.16% | Reduce -2.3% | 10,646 | $682K |
| Darden Wealth Group Inc | 0.35% | Reduce -15.0% | 10,642 | $682K |
| Archer Investment Management, LLC | 0.29% | Add +21.7% | 10,575 | $678K |
| Guardian Financial Partners, LLC | 0.29% | Reduce -9.5% | 10,566 | $677K |
| River's Edge Wealth Management, LLC | 0.63% | Reduce -2.2% | 9,885 | $674K |
| MJT & Associates Financial Advisory Group, Inc. | 0.49% | Reduce -3.1% | 10,508 | $673K |
| SKY-Mountain Capital Management, Inc. | 0.48% | Add +2.1% | 10,481 | $672K |
| My Personal CFO, LLC | 0.29% | Reduce -30.4% | 10,476 | $671K |
| Sherman Asset Management, Inc. | 0.62% | Reduce -5.9% | 10,465 | $671K |
| Latitude Advisors, LLC | 0.31% | Add +1.8% | 10,431 | $668K |
| Heritage Wealth Advisors | 0.03% | Reduce -0.2% | 10,412 | $667K |
| Beacon Bank & Trust | 0.14% | Add +22.3% | 10,393 | $666K |
| Shakespeare Wealth Management, LLC | 0.16% | No change | 10,343 | $663K |
| W Advisors, LLC | 0.34% | Reduce -34.9% | 10,342 | $663K |
| Trust Point Inc. | 0.06% | New | 10,288 | $659K |
| Sierra Ocean, LLC | 0.54% | No change | 10,263 | $658K |
| Keating Financial Advisory Services, Inc. | 0.11% | Reduce -7.2% | 10,248 | $657K |
| Foster Dykema Cabot & Partners, LLC | 0.04% | Reduce -0.2% | 10,237 | $656K |
| Hobbs Group Advisors, LLC | 0.20% | Add +148.2% | 10,234 | $656K |
| Impact Partnership Wealth, LLC | 0.08% | Add +12.9% | 10,224 | $655K |
| Vigilare Wealth Management | 0.22% | Reduce -28.5% | 10,222 | $655K |
| WealthPlan Investment Management, LLC | 0.04% | Add +133.3% | 10,219 | $655K |
| Compass Financial Group, INC | 0.09% | Add +61.2% | 10,215 | $655K |
| Citrine Capital LLC | 0.28% | Add +24.4% | 10,182 | $652K |
| Ledyard National Bank | 0.06% | Reduce -10.6% | 10,148 | $650K |
| Rooted Wealth Advisors, Inc. | 0.17% | Add +3.6% | 9,377 | $650K |
| Zions Bancorporation, National Association | 0.04% | No change | 10,104 | $647K |
| MBL Wealth, LLC | 0.05% | Add +16.9% | 10,034 | $643K |
| Vicus Capital | 0.05% | Add +0.6% | 10,000 | $641K |
| Louisbourg Investments Inc. | 0.12% | No change | 10,000 | $641K |
| IPG Investment Advisors LLC | 0.11% | No change | 9,965 | $639K |
| TL Private Wealth | 0.25% | Add +0.2% | 9,412 | $638K |
| Nixon Peabody Trust Co. | 0.05% | Add +175.8% | 9,927 | $636K |
| Carnegie Investment Counsel | 0.01% | Reduce -9.6% | 9,901 | $634K |
| NWF Advisory Services Inc. | 0.07% | Add +1.4% | 9,888 | $634K |
| NorthCrest Asset Manangement, LLC | 0.02% | Reduce -26.3% | 9,792 | $633K |
| HBW Advisory Services LLC | 0.07% | Add +10.6% | 9,874 | $633K |
| Cherry Creek Investment Advisors, Inc. | 0.27% | Add +1.6% | 9,836 | $630K |
| Alexander Randolph Advisory, Inc. | 0.54% | Add +2.3% | 9,800 | $628K |
| Peak Asset Management, LLC | 0.11% | Add +0.5% | 9,782 | $627K |
| North Berkeley Wealth Management, LLC | 0.33% | Reduce -4.7% | 9,714 | $622K |
| Lincoln Capital LLC | 0.12% | Reduce -1.2% | 9,747 | $622K |
| Burney Co./ | 0.02% | Add +7.4% | 9,697 | $621K |
| Harvest Investment Services, LLC | 0.11% | Add +19.6% | 9,692 | $621K |
| COFG Advisors, LLC | 0.15% | Add +19.9% | 9,643 | $618K |
| Clark Capital Management Group, Inc. | 0.00% | Add +117.1% | 9,621 | $617K |
| Focused Wealth Management, Inc | 0.06% | New | 9,597 | $615K |
| GW&K Investment Management, LLC | 0.01% | Add +1.5% | 9,568 | $613K |
| Frontier Asset Management, LLC | 0.13% | Reduce -12.7% | 9,549 | $612K |
| Alteri Wealth LLC | 0.20% | Add +1.1% | 9,542 | $611K |
| B & T Capital Management DBA Alpha Capital Management | 0.09% | Add +8.1% | 9,524 | $610K |
| Howard Financial Services, LTD. | 0.07% | New | 9,517 | $610K |
| KPP Advisory Services LLC | 0.09% | Add +13.1% | 9,489 | $608K |
| PCG Wealth Advisors, LLC | 0.15% | Add +3.1% | 9,488 | $608K |
| LCNB Corp. | 0.20% | No change | 9,478 | $607K |
| Key Client Fiduciary Advisors, LLC | 0.21% | Add +8.2% | 9,449 | $605K |
| Alta Wealth Advisors LLC | 0.20% | Add +44.4% | 9,406 | $603K |
| Altiora Financial Group, LLC | 0.10% | New | 9,400 | $602K |
| Wimmer Associates 1, LLC | 0.29% | Add +5.6% | 9,390 | $602K |
| Holistic Financial Partners | 0.22% | Reduce -7.1% | 9,385 | $601K |
| Advisortrust Partners, LLC | 0.25% | New | 9,363 | $600K |
| Private Wealth Group, LLC | 0.28% | No change | 9,356 | $600K |
| Great Point Wealth Advisors, LLC | 0.11% | Reduce -4.7% | 9,342 | $599K |
| Toth Financial Advisory Corp. | 0.07% | Add +155.0% | 9,337 | $598K |
| Stage Harbor Financial, LLC | 0.40% | No change | 9,328 | $598K |
| Pasadena Private Wealth, LLC | 0.08% | Add +0.8% | 9,327 | $598K |
| Insight Advisors, LLC/ PA | 0.11% | Add +0.4% | 9,298 | $596K |
| High Probability Advisors, LLC | 0.08% | No change | 9,286 | $595K |
| Mustard Seed Financial, LLC | 0.36% | Reduce -5.0% | 9,284 | $595K |
| GM Advisory Group, LLC | 0.02% | Add +27.9% | 9,282 | $595K |
| Altar Rock LLC | 0.69% | No change | 9,210 | $590K |
| Hollencrest Capital Management | 0.02% | Add +29.1% | 9,189 | $589K |
| Impact Capital Partners LLC | 0.18% | Add +54.7% | 9,169 | $588K |
| OMNI 360 Wealth, Inc. | 0.30% | Add +0.1% | 9,164 | $587K |
| Webster Bank, N. A. | 0.06% | No change | 9,146 | $586K |
| Onyx Bridge Wealth Group LLC | 0.06% | Add +7.6% | 9,143 | $586K |
| Providence Capital Advisors, LLC | 0.10% | Add +57.8% | 9,094 | $583K |
| ABLE Financial Group, LLC | 0.11% | No change | 9,091 | $583K |
| Michels Family Financial, LLC | 0.42% | Reduce -0.8% | 9,073 | $581K |
| KKM Financial LLC | 0.10% | No change | 9,301 | $581K |
| Cordatus Wealth Management LLC | 0.14% | Reduce -9.2% | 9,057 | $580K |
| SeaBridge Investment Advisors LLC | 0.10% | No change | 8,959 | $574K |
| Patten Group, Inc. | 0.10% | Add +4.5% | 8,942 | $573K |
| First Foundation Advisors | 0.02% | No change | 8,935 | $573K |
| First Interstate Bank | 0.03% | Reduce -0.7% | 8,910 | $571K |
| BWM Planning, LLC | 0.15% | No change | 8,867 | $568K |
| Northland Securities, Inc. | 0.54% | Reduce -2.3% | 8,830 | $566K |
| Ascentis Wealth Management, LLC | 0.12% | Add +243.3% | 8,822 | $565K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 8,847 | $565K |
| Bright Futures Wealth Management, LLC. | 0.38% | Add +29.6% | 8,749 | $561K |
| Rothschild Investment LLC | 0.03% | Add +4.8% | 8,724 | $559K |
| Trellis Wealth Advisors LLC | 0.21% | New | 8,715 | $558K |
| Wealth Alliance, LLC | 0.06% | Reduce -11.5% | 8,705 | $558K |
| Ares Financial Consulting, LLC | 0.44% | Add +0.0% | 8,540 | $556K |
| Detalus Advisors, LLC | 0.13% | Add +9.9% | 8,673 | $556K |
| 5th Street Advisors, LLC | 0.24% | No change | 8,651 | $554K |
| Mascagni Wealth Management, Inc. | 0.39% | Add +19.2% | 8,618 | $552K |
| Money Concepts Capital Corp. | 0.03% | Add +15.5% | 8,605 | $551K |
| Harbour Investment Management LLC | 0.30% | No change | 8,544 | $548K |
| Fourpath Capital Management, LLC | 0.08% | No change | 8,535 | $547K |
| Moss Adams Wealth Advisors LLC | 0.04% | Add +1.4% | 8,519 | $546K |
| Welch Group, LLC | 0.02% | No change | 8,513 | $546K |
| SVRN Asset Management, LLC | 0.53% | No change | 8,500 | $545K |
| Gibson Capital, LLC | 0.10% | Add +0.3% | 8,497 | $544K |
| Cornerstone Wealth Group, LLC | 0.04% | Add +78.7% | 8,007 | $543K |
| HHM Wealth Advisors, LLC | 0.06% | Reduce -0.5% | 8,455 | $542K |
| Torrey Growth & Income Advisors | 0.23% | Add +78.8% | 10,210 | $542K |
| PGIM Custom Harvest LLC | 0.01% | New | 8,446 | $541K |
| Retirement Income Solutions, Inc. | 0.09% | No change | 8,436 | $541K |
| Financial Alternatives, Inc | 0.29% | Add +0.0% | 8,424 | $540K |
| Oak Family Advisors, LLC | 0.17% | Add +105.6% | 8,419 | $539K |
| Bensler, LLC | 0.06% | Add +59.5% | 8,383 | $537K |
| Wealth Management Nebraska | 0.05% | Add +0.4% | 8,358 | $536K |
| Pettyjohn, Wood & White, Inc. | 0.09% | No change | 8,357 | $536K |
| Piscataqua Savings Bank | 0.37% | Reduce -13.5% | 8,320 | $533K |
| Next Level Private LLC | 0.12% | Add +0.5% | 8,309 | $532K |
| Breachway Investments LLC | 0.51% | No change | 8,142 | $530K |
| Global Wealth Strategies & Associates | 0.13% | Add +9.4% | 8,268 | $530K |
| Anchor Investment Management, LLC | 0.04% | Add +1.8% | 8,240 | $528K |
| Diversify Advisory Services, LLC | 0.08% | Reduce -94.6% | 7,866 | $528K |
| Briggs Wealth Management, Inc | 0.56% | Add +0.2% | 8,207 | $526K |
| Harbor Group, Inc. | 0.08% | Add +8.7% | 8,199 | $525K |
| Ruedi Wealth Management, Inc. | 0.14% | Reduce -10.4% | 8,191 | $525K |
| Werba Rubin Papier Wealth Management | 0.07% | Add +0.0% | 8,190 | $525K |
| Element Wealth, LLC | 0.22% | Reduce -1.0% | 8,177 | $524K |
| Cassaday & Co Wealth Management LLC | 0.01% | New | 8,176 | $524K |
| Columbia River Financial Group, LLC | 0.30% | Add +14.7% | 8,167 | $523K |
| Petersen Hastings Wealth Advisors Inc. | 0.05% | Add +3.6% | 8,150 | $522K |
| Atlas Capital Advisors Inc. | 0.06% | Add +23.2% | 8,149 | $522K |
| Lifeworks Advisors, LLC | 0.07% | Add +14.5% | 8,119 | $520K |
| Alliance Wealth Advisors, LLC | 0.25% | Reduce -0.7% | 8,112 | $520K |
| Calamos Wealth Management LLC | 0.02% | Add +11.4% | 8,109 | $520K |
| Calamos Advisors LLC | 0.00% | New | 8,109 | $520K |
| SkyOak Wealth, LLC | 0.09% | No change | 8,090 | $518K |
| Seneschal Advisors, LLC | 0.38% | Reduce -5.0% | 8,089 | $518K |
| Landaas & Co. /Wi | 0.11% | Add +33.0% | 8,071 | $517K |
| Freedom Investment Management, Inc. | 0.15% | Reduce -33.8% | 8,060 | $516K |
| Coastal Bridge Advisors, LLC | 0.04% | Add +5.0% | 8,041 | $515K |
| Community Bank of Raymore | 0.34% | Reduce -13.9% | 8,030 | $515K |
| Toronto Dominion Bank | 0.00% | New | 8,000 | $513K |
| TBH Global Asset Management, LLC | 0.10% | Reduce -6.0% | 7,996 | $512K |
| Traynor Capital Management, Inc. | 0.03% | Add +2.8% | 8,246 | $511K |
| Strategic Financial Partners, Ltd. | 0.22% | No change | 7,971 | $511K |
| LifeGoal Investments, LLC | 0.29% | Add +7.9% | 7,814 | $509K |
| Moody LYNN Lieberson & Walker, LLC | 0.03% | Add +1.4% | 7,942 | $509K |
| First National Bank & Trust Co. of Newtown | 0.11% | Reduce -44.6% | 7,940 | $509K |
| E-Wealth Partners, LLC | 0.41% | Reduce -2.8% | 7,930 | $508K |
| Allegheny Financial Group | 0.07% | Reduce -3.1% | 7,917 | $507K |
| First United Bank & Trust | 0.16% | Reduce -1.3% | 7,915 | $507K |
| GFS Advisors, LLC | 0.03% | Reduce -3.1% | 7,909 | $507K |
| Greenwood Capital Associates LLC | 0.06% | No change | 7,879 | $505K |
| Sentinel Advisory Group, LLC | 0.25% | — | 7,850 | $503K |
| Westfuller Advisors, LLC | 0.22% | Add +16.7% | 7,849 | $503K |
| Retirement Guys Formula LLC | 0.23% | Reduce -0.1% | 8,975 | $502K |
| Vigil Wealth Management, LLC | 0.41% | Reduce -3.3% | 7,823 | $501K |
| Financial Management Network Inc. | 0.08% | Add +0.4% | 7,409 | $501K |
| Miller Capital Partners, Inc. | 0.24% | Add +4.2% | 7,789 | $499K |
| Aspiring Ventures, LLC | 0.17% | Add +21.9% | 7,764 | $498K |
| Fortitude Advisory Group L.L.C. | 0.22% | Add +2.9% | 7,730 | $495K |
| Rare Wolf Capital LLC | 0.32% | No change | 7,718 | $495K |
| Iowa State Bank | 0.09% | Add +2.4% | 7,693 | $493K |
| Rathbones Group PLC | 0.00% | No change | 7,681 | $492K |
| Mountain Capital Investment Advisors Inc. | 0.07% | Reduce -53.3% | 7,213 | $491K |
| 21 West Wealth Management LLC | 0.46% | Reduce -0.4% | 7,661 | $491K |
| Town Capital LLC | 0.40% | Reduce -34.2% | 7,657 | $491K |
| Northstar Advisory Group, LLC | 0.19% | Reduce -2.5% | 7,644 | $490K |
| SC&H Financial Advisors, Inc. | 0.07% | Add +0.1% | 7,630 | $489K |
| Kendall Capital Management | 0.10% | Reduce -7.8% | 7,615 | $488K |
| Segment Wealth Management, LLC | 0.03% | Reduce -27.3% | 7,610 | $488K |
| Parkwoods Wealth Partners, LLC | 0.12% | Add +4.6% | 7,549 | $484K |
| Asset One Wealth Management LLC | 0.05% | Add +102.6% | 7,116 | $483K |
| TFB Advisors LLC | 0.25% | Reduce -62.5% | 7,526 | $482K |
| Astoria Portfolio Advisors LLC. | 0.10% | Add +7.4% | 7,080 | $482K |
| Quantum Financial Planning Services, Inc. | 0.17% | No change | 7,515 | $482K |
| Garden State Investment Advisory Services LLC | 0.12% | Reduce -12.8% | 7,505 | $481K |
| Meramec Financial Planners, LLC | 0.19% | Reduce -21.1% | 6,936 | $481K |
| Balyasny Asset Management L.P. | 0.00% | New | 7,500 | $481K |
| Watchman Group, Inc. | 0.12% | No change | 7,458 | $478K |
| Wealth Advisors of Iowa, LLC | 0.15% | Add +1.2% | 7,438 | $477K |
| Fell Capital Management | 0.45% | No change | 7,438 | $477K |
| Thompson Davis & Co., Inc. | 0.32% | Add +57.2% | 7,434 | $476K |
| Howe & Rusling Inc. | 0.03% | Reduce -1.9% | 7,432 | $476K |
| B&D White Capital Company, LLC | 0.06% | Reduce -24.5% | 7,429 | $476K |
| AssuredPartners Investment Advisors, LLC | 0.05% | Add +2.7% | 7,282 | $474K |
| Trivium Point Advisory, LLC | 0.09% | New | 7,395 | $474K |
| BCM Advisors, LLC | 0.09% | Add +15.8% | 6,968 | $473K |
| Gradient Investments LLC | 0.01% | Add +38.3% | 7,343 | $471K |
| Occidental Asset Management, LLC | 0.06% | Add +1.1% | 7,333 | $470K |
| Collaborative Wealth Managment Inc. | 0.22% | Reduce -13.8% | 7,321 | $469K |
| Coordinated Financial Services, Inc. | 0.27% | Reduce -15.8% | 7,281 | $467K |
| Planned Solutions, Inc. | 0.15% | Reduce -36.0% | 7,255 | $465K |
| J.M. Arbour, LLC | 0.45% | Add +8.8% | 7,249 | $465K |
| PUREfi Wealth, LLC | 0.30% | Add +62.3% | 7,212 | $462K |
| Private Client Services, LLC | 0.14% | Add +4.7% | 7,198 | $461K |
| Physician Wealth Advisors, Inc. | 0.06% | Add +0.1% | 7,176 | $460K |
| Stonebridge Financial Group, LLC | 0.04% | Add +0.4% | 7,155 | $458K |
| Austin Asset Management Co Inc | 0.08% | No change | 7,133 | $457K |
| Lakeridge Wealth Management LLC | 0.20% | Add +5.0% | 7,128 | $457K |
| Eagle Wealth Strategies LLC | 0.20% | New | 7,117 | $456K |
| Heritage Wealth Management, Inc. | 0.25% | No change | 7,105 | $455K |
| Custos Family Office, LLC | 0.32% | Add +0.1% | 7,092 | $454K |
| Yoffe Investment Management, LLC | 0.58% | No change | 7,089 | $454K |
| Tme Financial, Inc. | 0.31% | Reduce -0.7% | 7,084 | $454K |
| Voisard Asset Management Group, Inc. | 0.10% | Reduce -4.4% | 7,079 | $454K |
| Westover Capital Advisors, LLC | 0.08% | Reduce -2.3% | 7,067 | $453K |
| Nvest Financial, LLC | 0.17% | Reduce -8.9% | 7,066 | $453K |
| Torrey-Payne Wealth Management, LLC | 0.41% | Reduce -13.0% | 7,049 | $452K |
| Capstone Financial Advisors, Inc. | 0.02% | Reduce -23.9% | 7,045 | $451K |
| Synergy Investment Management, LLC | 0.15% | Add +1.1% | 7,036 | $451K |
| CIBC Asset Management Inc | 0.00% | Reduce -1.1% | 7,030 | $450K |
| WJ Financial Advisors LLC | 0.36% | Add +60.2% | 7,005 | $449K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Add +0.2% | 6,968 | $447K |
| Sunpointe, LLC | 0.15% | Reduce -1.9% | 6,951 | $445K |
| Kelly Financial Services LLC | 0.11% | Reduce -22.0% | 6,936 | $444K |
| Chris Bulman Inc | 0.19% | Add +4.4% | 6,935 | $444K |
| Scratch Capital LLC | 0.25% | Reduce -7.9% | 6,930 | $444K |
| Mainsail Asset Management, LLC | 0.20% | Add +7.1% | 6,916 | $443K |
| Stanich Group LLC | 0.34% | Reduce -2.2% | 6,910 | $443K |
| D.B. Root & Company, LLC | 0.11% | New | 6,909 | $443K |
| Braun-Bostich & Associates Inc. | 0.28% | Reduce -35.2% | 6,875 | $441K |
| BCS Wealth Management | 0.09% | Reduce -50.0% | 6,870 | $440K |
| Inspire Advisors, LLC | 0.04% | Reduce -12.2% | 6,841 | $438K |
| Seelaus Asset Management LLC | 0.32% | Add +50.9% | 6,838 | $438K |
| Colter Lewis Investment Partners LLC | 0.41% | New | 6,805 | $436K |
| Greenwich Wealth Management LLC | 0.02% | Add +39.9% | 6,797 | $436K |
| Coquina Private Wealth LLC | 0.35% | Add +23.9% | 6,785 | $435K |
| Keyes, Stange & Wooten Wealth Management, LLC | 0.19% | Reduce -4.9% | 6,769 | $434K |
| Hidden Cove Wealth Management, LLC | 0.28% | Reduce -6.0% | 6,740 | $432K |
| Ellsworth Advisors, LLC | 0.08% | Add +0.2% | 6,740 | $432K |
| Provenance Wealth Advisors, LLC | 0.05% | No change | 6,728 | $431K |
| Clark Financial Services Group Inc. | 0.24% | Reduce -2.9% | 6,727 | $431K |
| HBE Wealth Management, LLC | 0.38% | No change | 6,724 | $431K |
| Virtue Capital Management, LLC | 0.07% | Reduce -2.2% | 6,931 | $430K |
| Ethic Inc. | 0.01% | New | 6,705 | $430K |
| CM Wealth Advisors LLC | 0.09% | No change | 6,698 | $429K |
| Hibernia Wealth Partners, LLC | 0.13% | No change | 6,682 | $428K |
| SWP Financial LLC | 0.22% | Add +4.7% | 6,658 | $427K |
| ATLas Financial Planning LLC | 0.38% | Add +2.9% | 6,638 | $425K |
| Newman Dignan & Sheerar, Inc. | 0.09% | No change | 6,617 | $424K |
| Legacies Wealth LLC | 0.27% | No change | 6,603 | $423K |
| Monarch Capital Management Inc. | 0.10% | Add +1.5% | 6,598 | $423K |
| Flagstone Financial Management | 0.10% | Add +83.2% | 6,586 | $422K |
| JDH Wealth Management, LLC | 0.28% | No change | 6,583 | $422K |
| First Business Financial Services, Inc. | 0.04% | Add +2.0% | 6,562 | $420K |
| Donaldson Capital Management, LLC | 0.01% | Reduce -0.0% | 6,556 | $420K |
| Able Wealth Management LLC | 0.11% | Reduce -9.1% | 6,554 | $420K |
| Arcadia Wealth Management, Inc. | 0.23% | No change | 6,551 | $420K |
| Amplius Wealth Advisors, LLC | 0.04% | Add +8.7% | 6,544 | $419K |
| Guidance Point Advisors, LLC | 0.10% | Add +0.7% | 6,533 | $419K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.18% | Add +0.1% | 6,526 | $418K |
| Caitlin John, LLC | 0.25% | Reduce -19.8% | 6,526 | $418K |
| Stone House Investment Management, LLC | 0.07% | Reduce -11.9% | 6,526 | $418K |
| Dagco, Inc. | 0.09% | Add +12419.2% | 6,510 | $417K |
| Harbor Investment Advisory, LLC | 0.03% | Add +11.2% | 6,508 | $417K |
| Conquis Financial LLC | 0.35% | Reduce -4.8% | 6,159 | $417K |
| Colonial River Investments, LLC | 0.15% | Reduce -4.5% | 6,500 | $417K |
| Financial Discovery Group Inc. | 0.97% | — | 6,476 | $415K |
| O'Connor Financial Group LLC | 0.17% | Reduce -0.3% | 6,454 | $414K |
| Prodigy Asset Management LLC | 0.14% | No change | 6,433 | $412K |
| Cornerstone Financial Management LLC | 0.38% | Add +925.6% | 6,410 | $411K |
| First Financial Group Corp | 0.34% | No change | 6,409 | $411K |
| Cura Wealth Advisors, LLC | 0.18% | Add +16.2% | 6,386 | $409K |
| Lauterbach Financial Advisors, LLC | 0.20% | Add +37.7% | 6,377 | $409K |
| Advisory Advocates, LLC | 0.42% | No change | 6,359 | $408K |
| Market Street Wealth Management Advisors LLC | 0.06% | No change | 6,356 | $407K |
| Whalen Wealth Management Inc. | 0.22% | Reduce -12.9% | 6,355 | $407K |
| Huntleigh Advisors, Inc. | 0.07% | Add +3.7% | 6,348 | $407K |
| Schorn Wealth LLC | 0.12% | Reduce -2.0% | 6,346 | $407K |
| Noesis Capital Mangement Corp. | 0.06% | Add +2.9% | 6,343 | $406K |
| Patton Albertson Miller Group, LLC | 0.05% | No change | 6,340 | $406K |
| Fortis Capital Management LLC | 0.05% | Reduce -21.0% | 6,339 | $406K |
| M1 Capital Management LLC | 0.19% | Reduce -6.0% | 6,318 | $405K |
| Legacy Advisors, LLC | 0.05% | Reduce -1.6% | 6,312 | $404K |
| Ballast Rock Private Wealth LLC | 0.22% | Add +0.2% | 6,310 | $404K |
| Petix & Botte Co | 0.18% | Reduce -51.2% | 6,290 | $403K |
| Liberty Atlantic Advisors LLC | 0.34% | Reduce -8.8% | 6,283 | $403K |
| Oak Harvest Investment Services | 0.04% | Reduce -24.4% | 6,281 | $403K |
| Sterling Investment Advisors LLC | 0.19% | Add +0.4% | 6,254 | $401K |
| Everest Private Wealth | 0.20% | Add +0.6% | 6,224 | $399K |
| ARK & TLK Investments, LLC | 0.11% | No change | 6,221 | $399K |
| Morangie Management LLC | 0.37% | No change | 6,217 | $398K |
| Tradewinds, LLC. | 0.13% | Add +0.5% | 5,767 | $396K |
| Portland Financial Advisors Inc | 0.82% | Add +11.2% | 6,182 | $396K |
| Synergy Financial Group, LTD | 0.30% | New | 6,157 | $395K |
| S&co Inc. | 0.02% | No change | 6,150 | $394K |
| First Nebraska Trust Co | 0.04% | Add +33.5% | 6,134 | $393K |
| Atwater Malick LLC | 0.11% | No change | 6,121 | $392K |
| One Wealth Capital Management, LLC | 0.17% | Add +1.5% | 5,781 | $392K |
| Continental Investors Services, Inc. | 0.37% | New | 5,538 | $391K |
| American National Bank of Texas | 0.37% | Reduce -14.1% | 6,087 | $390K |
| Vestia Personal Wealth Advisors | 0.18% | Add +4.0% | 6,079 | $390K |
| Front Row Advisors LLC | 0.13% | Add +17.8% | 6,075 | $389K |
| Forbes J M & Co. LLP | 0.03% | New | 6,060 | $388K |
| Persium Advisors, LLC | 0.31% | No change | 6,057 | $388K |
| SlateStone Wealth, LLC | 0.03% | No change | 6,053 | $388K |
| Focused Alpha, LLC | 0.12% | Add +1.8% | 6,039 | $387K |
| Lafayette Investments, Inc. | 0.08% | Reduce -7.0% | 6,025 | $386K |
| Nicholas Wealth, LLC. | 0.27% | New | 6,022 | $386K |
| Advance Capital Management, Inc. | 0.01% | Reduce -4.0% | 5,999 | $384K |
| Evolution Wealth Management Inc. | 0.28% | Add +0.3% | 5,981 | $383K |
| Morton Capital Management LLC | 0.06% | Add +26.0% | 5,975 | $383K |
| Sit Investment Associates Inc. | 0.01% | No change | 5,955 | $382K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +0.1% | 5,960 | $382K |
| Emerald Advisors, LLC | 0.05% | Reduce -12.0% | 5,958 | $382K |
| Concorde Asset Management, LLC | 0.19% | Reduce -21.6% | 5,950 | $381K |
| Wealth Group Ltd | 0.09% | Add +2.6% | 5,916 | $379K |
| Sun Group Wealth Partners | 0.30% | New | 5,915 | $379K |
| Haven Private, LLC | 0.16% | Reduce -23.4% | 5,903 | $378K |
| Hexagon Capital Partners LLC | 0.06% | New | 5,898 | $378K |
| Base Wealth Management LLC | 0.21% | No change | 5,885 | $377K |
| McElhenny Sheffield Capital Management, LLC | 0.09% | Add +64.8% | 5,884 | $377K |
| J2 Capital Management Inc | 0.26% | Add +31.4% | 5,880 | $377K |
| Penobscot Investment Management Company, Inc. | 0.03% | No change | 5,876 | $377K |
| Legacy Wealth Managment, LLC | 0.19% | Add +77.0% | 5,871 | $376K |
| Liberty Square Wealth Partners LLC | 0.10% | Reduce -19.7% | 5,862 | $376K |
| Melfa Wealth Management, Inc. | 0.21% | Add +0.5% | 5,844 | $374K |
| Lee, Kelleher & Klein Wealth Management | 0.22% | Add +1.8% | 5,842 | $374K |
| Xxi Wealth, LLC | 0.21% | New | 5,833 | $374K |
| Ti-Trust, Inc. | 0.22% | Reduce -0.6% | 5,819 | $373K |
| Pioneer Family Office, LLC | 0.26% | No change | 5,814 | $373K |
| American National Bank & Trust | 0.04% | Reduce -1.7% | 5,811 | $372K |
| Convergence Financial, LLC | 0.04% | New | 5,806 | $372K |
| Edgestream Partners, L.P. | 0.01% | Reduce -60.5% | 5,805 | $372K |
| Tull Financial Group, Inc. | 0.17% | Reduce -3.2% | 5,798 | $372K |
| Prudent Investors Network, Inc. | 0.08% | Add +1.5% | 5,777 | $370K |
| Westbourne Investments, Inc. | 0.18% | No change | 5,776 | $370K |
| Cpwa, LLC | 0.44% | — | 5,225 | $370K |
| Canopy Partners, LLC | 0.13% | No change | 5,768 | $370K |
| Elevation Wealth Management LLC | 0.34% | Reduce -36.6% | 5,764 | $369K |
| Bravias Capital Group, LLC | 0.24% | Add +20.4% | 5,756 | $369K |
| AA Financial Advisors, LLC | 0.05% | Reduce -30.6% | 5,748 | $368K |
| Cornerstone Advisory, LLC | 0.03% | Add +3.2% | 5,735 | $368K |
| Robinswood Financial LLC | 0.11% | Add +22.0% | 5,683 | $364K |
| Yardley Wealth Management LLC | 0.19% | Reduce -1.6% | 5,681 | $364K |
| Shore Point Advisors, LLC | 0.14% | Reduce -0.3% | 5,676 | $364K |
| Tribridge Partners Financial LLC | 0.15% | Reduce -4.3% | 5,608 | $363K |
| Austin Wealth Management, LLC | 0.08% | Reduce -83.6% | 5,566 | $362K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -4.8% | 5,641 | $361K |
| Fourth Dimension Wealth, LLC | 0.14% | Reduce -51.7% | 5,637 | $361K |
| Truvestments Capital LLC | 0.07% | Add +0.1% | 5,636 | $361K |
| Bfsg, LLC | 0.03% | Reduce -0.0% | 5,618 | $360K |
| OFS Enterprise LLC | 0.11% | — | 5,609 | $359K |
| Community Bank & Trust, Waco, Texas | 0.07% | No change | 5,597 | $359K |
| EFG International AG | 0.01% | Add +1.8% | 5,596 | $359K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.15% | Add +528.3% | 5,567 | $357K |
| CVFG LLC | 0.04% | New | 5,539 | $355K |
| Leelyn Smith, LLC | 0.05% | Add +5.6% | 5,535 | $355K |
| Chicago Capital, LLC | 0.01% | Reduce -4.0% | 5,529 | $354K |
| Van Diest Capital, LLC | 0.28% | Reduce -24.3% | 5,503 | $353K |
| Ibex Wealth Advisors | 0.03% | New | 5,501 | $353K |
| Disciplined Investments, LLC | 0.13% | Add +3.6% | 5,483 | $351K |
| Aspen Wealth Strategies, LLC | 0.19% | Add +7.7% | 5,482 | $351K |
| Weatherly Asset Management L. P. | 0.03% | No change | 5,472 | $351K |
| Tucker Asset Management LLC | 0.10% | Add +255.3% | 5,468 | $350K |
| Pin Oak Investment Advisors Inc. | 0.25% | Reduce -1.9% | 5,454 | $349K |
| JSF Financial, LLC | 0.07% | Reduce -3.0% | 5,440 | $349K |
| Bank Ozk | 0.12% | Reduce -10.5% | 5,436 | $348K |
| Foundry Financial LLC | 0.15% | Add +42.6% | 5,428 | $348K |
| Westbourne Investment Advisors, Inc. | 0.10% | No change | 5,423 | $348K |
| Alpha Omega Wealth Management LLC | 0.06% | No change | 5,406 | $346K |
| Brown Miller Wealth Management, LLC | 0.10% | No change | 5,396 | $346K |
| Satovsky Asset Management LLC | 0.06% | Add +11.1% | 5,384 | $345K |
| Colorado Capital Management, Inc. | 0.13% | Add +7.2% | 5,387 | $345K |
| Florida Financial Advisors, LLC | 0.08% | New | 5,382 | $345K |
| Caldwell Sutter Capital, Inc. | 0.14% | Add +3.6% | 5,377 | $345K |
| Vickerman Investment Advisors, Inc. | 0.07% | Reduce -1.2% | 5,353 | $343K |
| First Financial Bank - Trust Division | 0.03% | No change | 5,322 | $341K |
| Foster & Motley Inc. | 0.02% | Add +7.7% | 5,319 | $341K |
| Elevate Capital Advisors, LLC | 0.22% | Add +13.8% | 5,318 | $341K |
| Two West Capital Advisors LLC | 0.18% | Add +17.1% | 5,066 | $340K |
| Coastwise Capital Group, LLC | 0.19% | Add +0.0% | 5,302 | $340K |
| Atlantic Private Wealth, LLC | 0.22% | No change | 5,289 | $339K |
| Cascade Investment Group, Inc. | 0.22% | Add +13.9% | 5,288 | $339K |
| Cedarwood Wealth LLC | 0.34% | Add +0.1% | 5,285 | $339K |
| McGlone Suttner Wealth Management, Inc. | 0.04% | Add +0.1% | 5,265 | $337K |
| True Link Financial Advisors, LLC | 0.02% | Add +1.0% | 5,248 | $336K |
| Awm Capital, LLC | 0.03% | Add +0.2% | 5,234 | $335K |
| FourThought Financial Partners, LLC | 0.03% | Add +19.9% | 5,228 | $335K |
| Sterling Investment Advisors, Ltd. | 0.06% | Add +0.1% | 5,201 | $333K |
| Aft, Forsyth & Company, Inc. | 0.16% | No change | 5,200 | $333K |
| BlueChip Wealth Advisors LLC | 0.15% | Add +19.5% | 5,187 | $332K |
| Equitable Trust Co. | 0.02% | No change | 5,182 | $332K |
| Greenup Street Wealth Management LLC | 0.05% | Add +41.8% | 5,179 | $332K |
| Intrua Financial, LLC | 0.04% | Reduce -13.3% | 5,176 | $332K |
| Strategic Wealth Partners, Ltd. | 0.02% | Add +53.6% | 5,175 | $332K |
| Capital Investment Counsel, LLC | 0.05% | Add +4.5% | 5,160 | $331K |
| Insight Wealth Strategies, LLC | 0.04% | Add +13.3% | 5,152 | $330K |
| BlueStem Wealth Partners, LLC | 0.04% | Add +0.1% | 5,144 | $330K |
| Arwa LLC | 0.16% | Add +28.5% | 4,859 | $328K |
| Longview Financial Advisors LLC | 0.18% | No change | 5,118 | $328K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.09% | Reduce -50.0% | 5,115 | $328K |
| Robinhood Asset Management, LLC | 0.02% | Reduce -48.3% | 5,115 | $328K |
| Winebrenner Capital Management LLC | 0.21% | Reduce -4.7% | 5,114 | $328K |
| Invenio Wealth Partners LLC | 0.13% | No change | 5,113 | $328K |
| Schmidt P J Investment Management Inc. | 0.05% | Reduce -1.9% | 5,068 | $325K |
| HSBC Holdings PLC | 0.00% | New | 5,068 | $325K |
| jvl associates llc | 0.11% | No change | 5,064 | $324K |
| Klaas Financial Asset Advisors, LLC | 0.04% | Add +3.9% | 5,042 | $323K |
| Meridian Wealth Partners, LLC | 0.04% | No change | 5,040 | $323K |
| F/m Investments LLC | 0.02% | Reduce -98.6% | 5,009 | $322K |
| Aristotle Capital Management, LLC | 0.00% | Reduce -70.7% | 5,027 | $322K |
| MKT Advisors LLC | 0.11% | No change | 4,941 | $322K |
| Northwest Quadrant Wealth Management, LLC | 0.07% | Add +0.2% | 5,011 | $321K |
| Hantz Financial Services, Inc. | 0.00% | Add +59.9% | 5,002 | $321K |
| Bourgeon Capital Management LLC | 0.06% | New | 5,002 | $321K |
| Corient IA LP | 0.30% | New | 5,000 | $320K |
| Gilpin Wealth Management, LLC | 0.25% | No change | 5,000 | $320K |
| Harrington Investments, INC | 0.17% | No change | 5,000 | $320K |
| Sharper & Granite LLC | 0.11% | Reduce -0.1% | 4,990 | $320K |
| OneAscent Wealth Management LLC | 0.11% | Reduce -23.7% | 4,979 | $319K |
| Great Waters Wealth Management | 0.03% | Add +0.7% | 4,964 | $318K |
| OneAscent Family Office, LLC | 0.22% | New | 4,962 | $318K |
| Signature Resources Capital Management, LLC | 0.15% | Add +14.0% | 4,962 | $318K |
| Magnolia Private Wealth, LLC | 0.21% | No change | 4,951 | $317K |
| Black Swift Group, LLC | 0.06% | No change | 4,926 | $316K |
| Glen Eagle Advisors, LLC | 0.04% | Add +9.3% | 4,879 | $313K |
| Brightwater Advisory LLC | 0.21% | No change | 4,870 | $312K |
| Octavia Wealth Advisors, LLC | 0.03% | New | 4,864 | $312K |
| Bridgewealth Advisory Group, LLC | 0.06% | Add +1.1% | 4,859 | $311K |
| TSG Advice Partners, LLC | 0.05% | Reduce -0.3% | 4,853 | $311K |
| Wagner Wealth Management, LLC | 0.06% | Add +1.8% | 4,841 | $310K |
| High Net Worth Advisory Group LLC | 0.07% | Add +3.5% | 4,832 | $310K |
| Cardinal Point Capital Management ULC | 0.02% | Reduce -16.4% | 4,827 | $309K |
| Mason Investment Advisory Services, Inc. | 0.01% | Add +0.2% | 4,823 | $309K |
| SageGuard Financial Group, LLC | 0.05% | Reduce -11.8% | 4,800 | $308K |
| Security National Bank | 0.04% | Add +2.5% | 4,800 | $308K |
| Aaron Wealth Advisors LLC | 0.02% | Reduce -40.1% | 4,798 | $307K |
| Livet Wealth, LLC | 0.20% | Add +1.1% | 4,787 | $307K |
| Slagle Financial, LLC | 0.10% | Add +22.3% | 4,764 | $305K |
| Secure Asset Management, LLC | 0.05% | New | 4,726 | $303K |
| Canandaigua National Trust Co of Florida | 0.24% | No change | 4,722 | $303K |
| Gerber, LLC | 0.17% | No change | 4,710 | $302K |
| DHJJ Financial Advisors, Ltd. | 0.10% | Reduce -3.1% | 4,700 | $301K |
| Winnacle Wealth LLC | 0.23% | Add +343.2% | 4,698 | $301K |
| Raab & Moskowitz Asset Management LLC | 0.07% | Add +12.4% | 4,675 | $300K |
| Evensky & Katz LLC | 0.02% | Add +56.1% | 4,643 | $298K |
| Investmark Advisory Group LLC | 0.13% | Add +0.1% | 4,643 | $298K |
| Intelligent Financial Strategies | 0.15% | Reduce -2.0% | 4,621 | $296K |
| Snider Financial Group | 0.09% | Reduce -37.4% | 4,613 | $296K |
| Hardworking Capital Advisors, LLC | 0.28% | No change | 4,611 | $295K |
| Jackson Thornton Wealth Management, LLC | 0.03% | No change | 4,347 | $294K |
| ZWJ Investment Counsel Inc. | 0.01% | New | 4,590 | $294K |
| Frisch Financial Group, Inc. | 0.06% | Add +6.7% | 4,582 | $294K |
| Clarity Wealth Advisors, LLC | 0.06% | Add +3.8% | 4,581 | $294K |
| Delos Wealth Advisors, LLC | 0.17% | New | 4,571 | $293K |
| Columbia Bank | 0.08% | Add +4.3% | 4,567 | $293K |
| Centric Wealth Management | 0.06% | No change | 4,308 | $293K |
| Steelhead Wealth Management LLC | 0.15% | — | 4,568 | $292K |
| Fjell Capital, LLC | 0.22% | No change | 4,535 | $291K |
| Meridian Financial Advisors, LLC | 0.16% | No change | 4,524 | $290K |
| GDS Wealth Management | 0.02% | Add +6.6% | 4,517 | $289K |
| Community Bank, N.A. | 0.03% | Reduce -15.9% | 4,515 | $289K |
| Crews Bank & Trust | 0.04% | Add +41.1% | 4,507 | $289K |
| Uniting Wealth Partners, LLC | 0.06% | Reduce -0.8% | 4,497 | $288K |
| Veracity Capital LLC | 0.10% | Add +3.5% | 4,496 | $288K |
| Baldwin Investment Management, LLC | 0.03% | Add +0.0% | 4,493 | $288K |
| Henderson Brothers Financial Partners, LLC | 0.07% | — | 4,488 | $288K |
| Bernardo Wealth Planning LLC | 0.06% | Add +0.1% | 4,473 | $287K |
| WealthCollab, LLC | 0.12% | Reduce -26.4% | 4,470 | $286K |
| Angeles Investment Advisors, LLC | 0.02% | New | 4,468 | $286K |
| WealthTrust Axiom LLC | 0.07% | Add +0.9% | 4,438 | $284K |
| Index Fund Advisors, Inc. | 0.01% | Reduce -29.7% | 4,434 | $284K |
| IMC-Chicago, LLC | 0.00% | New | 4,429 | $284K |
| Caerus Investment Advisors, LLC | 0.12% | Reduce -6.4% | 4,428 | $284K |
| Truefg, LLC | 0.08% | Add +0.1% | 4,419 | $283K |
| Caliber Wealth Management, LLC / KS | 0.03% | No change | 4,416 | $283K |
| Accelerate Investment Advisors LLC | 0.19% | Add +6.0% | 4,412 | $283K |
| Muirfield Wealth Advisors LLC | 0.21% | Add +0.2% | 4,405 | $282K |
| Rock Point Advisors, LLC | 0.08% | Reduce -3.3% | 4,404 | $282K |
| Fiduciary Financial Advisors | 0.25% | — | 4,379 | $281K |
| Verde Capital Management | 0.06% | New | 4,362 | $280K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Reduce -0.9% | 4,344 | $278K |
| J Hagan Capital, Inc. | 0.15% | New | 4,323 | $277K |
| Dimension Capital Management LLC | 0.04% | New | 4,288 | $275K |
| True Wealth Design, LLC | 0.08% | Reduce -0.3% | 4,277 | $274K |
| Marshall Investment Management, LLC | 0.13% | Add +28.0% | 4,274 | $274K |
| Elk River Wealth Management LLC | 0.05% | No change | 4,274 | $274K |
| Argent Advisors, Inc. | 0.07% | Reduce -0.3% | 4,270 | $274K |
| MPWM Advisory Solutions, LLC | 0.14% | Reduce -2.3% | 4,267 | $273K |
| Quest 10 Wealth Builders, Inc. | 0.24% | No change | 4,257 | $273K |
| Saxony Capital Management, LLC | 0.16% | No change | 4,250 | $272K |
| Capstone Wealth Management Group, LLC | 0.11% | Add +0.2% | 4,231 | $271K |
| One Charles Private Wealth Services, LLC | 0.07% | No change | 4,209 | $270K |
| Balefire, LLC | 0.05% | Add +1.8% | 4,201 | $269K |
| Dala Group, LLC | 0.22% | Add +4.8% | 4,178 | $268K |
| Hoxton Planning & Management, LLC | 0.08% | Add +1.7% | 4,173 | $267K |
| 1776 Wealth LLC | 0.10% | New | 4,159 | $267K |
| Disciplined Investors, L.L.C. | 0.16% | Add +0.1% | 4,154 | $266K |
| Main Line Retirement Advisors, LLC | 0.13% | Add +0.2% | 4,154 | $266K |
| Barnes Pettey Financial Advisors, LLC | 0.12% | Reduce -5.0% | 4,147 | $266K |
| Silver Oak Advisory Group, Inc. | 0.11% | No change | 4,141 | $265K |
| Cedar Point Capital Partners, LLC | 0.17% | Reduce -38.0% | 4,126 | $264K |
| Holderness Investments Co. | 0.05% | Add +10.7% | 4,116 | $264K |
| Richardson Capital Management LLC | 0.13% | Reduce -2.1% | 4,111 | $263K |
| West Paces Advisors Inc. | 0.05% | Reduce -1.3% | 4,108 | $263K |
| Madrona Financial Services, LLC | 0.06% | Add +16.3% | 4,096 | $262K |
| Noble Wealth Management PBC | 0.13% | Add +2.4% | 4,094 | $262K |
| MBA Advisors LLC | 0.10% | Reduce -0.5% | 4,074 | $261K |
| Indie Asset Partners, LLC | 0.30% | Reduce -6.6% | 4,071 | $261K |
| Ceera Investments, LLC | 0.11% | No change | 4,069 | $261K |
| North Capital, Inc. | 0.22% | No change | 4,067 | $261K |
| North Ridge Wealth Advisors, Inc. | 0.15% | Add +157.1% | 4,049 | $259K |
| Councilor Wealth, LLC | 0.13% | Reduce -27.6% | 4,046 | $259K |
| DF Dent & Co. Inc. | 0.01% | No change | 4,045 | $259K |
| Eastover Investment Advisors LLC | 0.11% | No change | 4,033 | $258K |
| Northbridge Financial Group, LLC | 0.11% | Reduce -2.9% | 3,781 | $258K |
| Harbor Asset Planning, Inc. | 0.22% | Add +0.2% | 4,011 | $257K |
| Asset Advisory Group, Inc. | 0.13% | Add +4.8% | 4,006 | $257K |
| Allegiance Financial Group Advisory Services LLC | 0.05% | New | 3,996 | $256K |
| Marex Group Ltd | 0.00% | New | 3,996 | $256K |
| Resolute Capital, LLC | 0.10% | Add +8.9% | 3,996 | $256K |
| Pavion Blue Capital, LLC | 0.11% | No change | 3,995 | $256K |
| Members Trust Co | 0.01% | Reduce -10.8% | 3,995 | $256K |
| CCG Wealth Management, LLC | 0.07% | New | 3,986 | $255K |
| Novare Capital Management LLC | 0.02% | New | 3,981 | $255K |
| Symphony Financial, Ltd. Co. | 0.03% | New | 4,003 | $254K |
| Fire Capital Management LLC | 0.12% | New | 3,958 | $254K |
| Investments & Financial Planning, LLC | 0.14% | New | 3,953 | $253K |
| Jeppson Wealth Management, LLC | 0.08% | No change | 3,952 | $253K |
| Burns Matteson Capital Management, LLC | 0.10% | Reduce -10.7% | 3,945 | $253K |
| Theory Financial LLC | 0.09% | No change | 3,937 | $252K |
| Aire Advisors, LLC | 0.05% | New | 3,934 | $252K |
| Range Financial Group LLC | 0.08% | Add +1.8% | 3,933 | $252K |
| Blue Chip Partners, LLC | 0.02% | New | 3,930 | $252K |
| Simplex Trading, LLC | 0.01% | Add +522.2% | 3,920 | $251K |
| Embree Financial Group | 0.03% | Reduce -2.4% | 3,917 | $251K |
| Mraz, Amerine & Associates, Inc. | 0.04% | No change | 3,917 | $251K |
| JB Capital LLC | 0.01% | Add +0.1% | 3,909 | $250K |
| TD Capital Management LLC | 0.02% | Reduce -6.9% | 3,908 | $250K |
| Wellington Grp LLC | 0.08% | Add +1039.1% | 3,907 | $250K |
| USAdvisors Wealth Management, LLC | 0.08% | Reduce -1.5% | 4,024 | $249K |
| MidFirst Bank | 0.02% | Add +6.3% | 3,880 | $249K |
| Brickley Wealth Management | 0.04% | New | 3,868 | $248K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | Add +0.9% | 3,867 | $248K |
| Williamson Legacy Group, LLC | 0.19% | Reduce -2.6% | 3,863 | $248K |
| Wallace Capital Management Inc. | 0.03% | Reduce -4.3% | 3,862 | $247K |
| Bill Few Associates, Inc. | 0.06% | No change | 3,860 | $247K |
| Carolina Wealth Advisors, LLC | 0.10% | Add +0.2% | 3,854 | $247K |
| Ellis Investment Partners, LLC | 0.04% | Add +3.9% | 3,853 | $247K |
| Clearview Wealth Management LLC | 0.17% | — | 3,850 | $247K |
| Cambiar Investors LLC | 0.01% | Reduce -68.5% | 3,843 | $246K |
| Brown, Lisle/Cummings, Inc. | 0.06% | No change | 3,842 | $246K |
| SP Asset Management LLC | 0.02% | Add +0.2% | 3,825 | $245K |
| Red Door Wealth Management, LLC | 0.03% | Add +2.0% | 3,823 | $245K |
| Circle Wealth Management, LLC | 0.00% | Reduce -24.4% | 3,823 | $245K |
| Lockerman Financial Group, Inc. | 0.44% | Reduce -8.7% | 3,822 | $245K |
| Garner Asset Management Corp | 0.10% | Reduce -44.2% | 3,820 | $245K |
| Legacy Wealth Asset Management, LLC | 0.06% | Reduce -2.2% | 3,819 | $245K |
| Pacifica Partners Inc. | 0.08% | Add +6.8% | 3,805 | $244K |
| Alamar Capital Management, LLC | 0.15% | Reduce -1.3% | 3,799 | $243K |
| Daybright Advisory Services, Inc. | 0.07% | Add +0.2% | 3,795 | $243K |
| Headlands Technologies LLC | 0.03% | Add +5.6% | 3,773 | $242K |
| Amicus Financial Advisors, LLC | 0.07% | Add +6.5% | 3,770 | $242K |
| SmartHarvest Portfolios, LLC | 0.10% | New | 3,768 | $241K |
| Weaver Consulting Group | 0.06% | New | 3,766 | $241K |
| IFC & Insurance Marketing, Inc. | 0.25% | No change | 3,753 | $240K |
| GuidedMoney, LLC | 0.13% | No change | 3,750 | $240K |
| Van Hulzen Asset Management, LLC | 0.02% | New | 3,739 | $240K |
| Clarity Financial LLC | 0.03% | No change | 3,734 | $239K |
| Tactive Advisors, LLC | 0.07% | Reduce -2.4% | 3,720 | $238K |
| Sulzberger Capital Advisors, Inc. | 0.24% | No change | 3,700 | $237K |
| SJS Investment Consulting Inc. | 0.03% | Add +3.5% | 3,692 | $237K |
| Keeler Thomas Management LLC | 0.10% | New | 3,679 | $236K |
| Retiremitten Financial LLC | 0.11% | — | 3,673 | $235K |
| Wedgewood Investors Inc. | 0.27% | No change | 3,669 | $235K |
| Syntegra Private Wealth Group, LLC | 0.02% | No change | 3,668 | $235K |
| Excalibur Management Corp. | 0.08% | Add +0.1% | 3,652 | $234K |
| Ames National Corp. | 0.14% | No change | 3,649 | $234K |
| One Wealth Map LLC | 0.11% | Reduce -5.4% | 3,399 | $234K |
| Wallace Advisory Group, LLC | 0.25% | No change | 3,645 | $234K |
| Financial Guidance Group, Inc. | 0.09% | No change | 3,639 | $233K |
| Pension & Wealth Management Advisors, Inc. | 0.07% | Add +162.1% | 3,627 | $232K |
| Cloud Capital Management, LLC | 0.10% | Reduce -2.4% | 3,632 | $232K |
| Murphy Pohlad Asset Management LLC | 0.08% | New | 3,619 | $232K |
| ProVise Management Group, LLC | 0.02% | Add +12.6% | 3,619 | $232K |
| Optimus Capital Advisors, LLC | 0.14% | New | 3,616 | $232K |
| Agate Pass Investment Management, LLC | 0.09% | No change | 3,599 | $231K |
| Alaska Wealth Advisors, LLC | 0.03% | Reduce -0.4% | 3,593 | $230K |
| Reyes Financial Architecture, Inc. | 0.19% | No change | 3,588 | $230K |
| Tableaux LLC | 0.11% | New | 3,585 | $230K |
| Pacific Excel Wealth Advisors, Inc. | 0.24% | New | 3,578 | $229K |
| Madison Wealth Partners, Inc | 0.04% | New | 3,575 | $229K |
| Seek First Inc. | 0.16% | Add +0.2% | 3,575 | $229K |
| McIlrath & Eck, LLC | 0.02% | Reduce -18.3% | 3,570 | $229K |
| Infinity Wealth Counsel, LLC | 0.21% | No change | 3,548 | $227K |
| Private Wealth Advisors, LLC | 0.06% | Reduce -4.3% | 3,536 | $227K |
| Creekmur Asset Management LLC | 17.02% | — | 3,524 | $226K |
| Signature Equity Partners, LLC | 0.12% | Reduce -1.4% | 3,518 | $225K |
| Nicholson Wealth Management Group, LLC | 0.13% | No change | 3,510 | $225K |
| Gables Capital Management Inc. | 0.10% | No change | 3,509 | $225K |
| DecisionMap Wealth Management, LLC | 0.15% | New | 3,505 | $225K |
| Vance Wealth, LLC | 0.06% | New | 3,502 | $224K |
| Hamilton Point Investment Advisors, LLC | 0.03% | Reduce -4.9% | 3,500 | $224K |
| Cordoba Advisory Partners LLC | 0.06% | New | 3,481 | $223K |
| Main Street Group, LTD | 0.07% | New | 3,480 | $223K |
| Mosaic Financial Group, LLC | 0.16% | No change | 3,475 | $223K |
| Sharkey, Howes & Javer | 0.03% | Reduce -4.7% | 3,480 | $223K |
| Concentrum Wealth Management | 0.07% | New | 3,479 | $223K |
| Central Valley Advisors, LLC | 0.06% | New | 3,480 | $223K |
| RB Capital Management, LLC | 0.05% | Add +0.3% | 3,477 | $223K |
| Plan Group Financial, LLC | 0.05% | New | 3,477 | $223K |
| Stableford Capital II LLC | 0.08% | New | 3,461 | $222K |
| Eight 31 Financial, LLC | 0.13% | Add +0.1% | 3,460 | $222K |
| John W. Brooker & Co., CPAs | 0.35% | New | 3,459 | $222K |
| Loudon Investment Management, LLC | 0.12% | Reduce -1.4% | 3,457 | $222K |
| Strathmore Capital Advisors, Inc. | 0.06% | New | 3,250 | $221K |
| Valley National Advisers Inc. | 0.03% | No change | 3,456 | $221K |
| Cadence Wealth Management LLC | 0.09% | Reduce -17.1% | 3,442 | $221K |
| Alkeme Wealth, LLC | 0.09% | No change | 3,441 | $220K |
| Zullo Investment Group, Inc. | 0.08% | Add +0.2% | 3,438 | $220K |
| Cohen Capital Management, Inc. | 0.03% | No change | 3,432 | $220K |
| Yarger Wealth Strategies, LLC | 0.09% | Reduce -0.5% | 3,425 | $220K |
| G&S Capital LLC | 0.08% | Add +0.1% | 3,422 | $219K |
| Straight Path Wealth Management | 0.06% | Reduce -5.0% | 3,421 | $219K |
| Strait & Sound Wealth Management LLC | 0.08% | Reduce -14.1% | 3,421 | $219K |
| Maple Capital Management, Inc. | 0.01% | Reduce -4.9% | 3,403 | $218K |
| First American Trust, FSB | 0.01% | Add +1.7% | 3,399 | $218K |
| WMG Financial Advisors, LLC | 0.09% | Reduce -25.1% | 3,397 | $218K |
| Peterson Wealth Services | 0.05% | No change | 3,386 | $217K |
| Winthrop Advisory Group LLC | 0.02% | Add +0.1% | 3,378 | $216K |
| Redwood Park Advisors LLC | 0.16% | No change | 3,377 | $216K |
| Vested Financial Planning, LLC | 0.16% | No change | 3,373 | $216K |
| Bucket List Wealth Management, LLC | 0.13% | New | 3,371 | $216K |
| Investors Research Corp | 0.04% | No change | 3,351 | $215K |
| Bulwark Capital Corp | 0.13% | Add +15.0% | 3,339 | $214K |
| Delta Investment Management, LLC | 0.04% | New | 3,329 | $213K |
| Storen Legacy Partners, LLC | 0.07% | New | 3,326 | $213K |
| Rogco, LP | 0.07% | No change | 3,321 | $213K |
| Private Management Group Inc. | 0.01% | No change | 3,321 | $213K |
| Chatterton & Associates Inc. | 0.15% | New | 3,125 | $211K |
| Reynders McVeigh Capital Management, LLC | 0.01% | Reduce -8.3% | 3,295 | $211K |
| Maimon Wealth Management LTD. | 0.19% | No change | 3,400 | $211K |
| Elyxium Wealth, LLC | 0.07% | Reduce -68.1% | 3,290 | $211K |
| Marble Wealth, LLC | 0.04% | Add +0.1% | 3,289 | $211K |
| Curran Financial Partners, LLC | 0.04% | New | 3,286 | $211K |
| Ameriflex Group, Inc. | 0.11% | Add +67.3% | 3,285 | $211K |
| Altfest L J & Co. Inc. | 0.02% | New | 3,281 | $210K |
| Lunt Capital Management, Inc. | 0.08% | No change | 3,281 | $210K |
| Tritonpoint Wealth, LLC | 0.02% | Reduce -15.0% | 3,281 | $210K |
| Core Wealth Management, Inc. | 0.06% | No change | 3,263 | $209K |
| Strive Financial Group ,LLC | 0.11% | No change | 3,265 | $209K |
| Nilsine Partners, LLC | 0.02% | New | 3,069 | $209K |
| BLVD Private Wealth, LLC | 0.18% | Reduce -1.5% | 3,255 | $209K |
| Marietta Investment Partners LLC | 0.04% | No change | 3,235 | $207K |
| Edgemoor Investment Advisors, Inc. | 0.02% | No change | 3,234 | $207K |
| Retirement Planning Group, LLC / NY | 0.13% | New | 3,220 | $206K |
| Bingham Private Wealth, LLC | 0.16% | New | 3,217 | $206K |
| Integrity Financial Corp | 0.10% | Reduce -15.9% | 3,215 | $206K |
| DV Trading LLC | 0.02% | Reduce -91.4% | 3,211 | $206K |
| Cascade Wealth Advisors, Inc | 0.09% | New | 2,901 | $205K |
| JGP Wealth Management, LLC | 0.02% | Reduce -3.0% | 3,204 | $205K |
| Boston Common Asset Management, LLC | 0.01% | Reduce -8.3% | 3,199 | $205K |
| Sanchez Gaunt Capital Management, LLC | 0.13% | — | 3,196 | $205K |
| Financial Security Advisor, Inc. | 0.04% | New | 3,186 | $204K |
| Fearless Solutions, LLC dba Best Invest | 0.12% | New | 3,184 | $204K |
| Evelyn Partners Asset Management Ltd | 0.05% | No change | 3,182 | $204K |
| Clearwater Capital Advisors, LLC | 0.02% | Reduce -0.7% | 3,181 | $204K |
| Stokes Capital Advisors, LLC | 0.05% | New | 3,177 | $204K |
| Boston Standard Wealth Management, LLC | 0.03% | New | 3,125 | $203K |
| Mirador Capital Partners LP | 0.03% | New | 3,174 | $203K |
| Jamison Private Wealth Management, Inc. | 0.03% | New | 3,173 | $203K |
| Redhawk Wealth Advisors, Inc. | 0.02% | New | 3,164 | $203K |
| LFA - Lugano Financial Advisors SA | 0.10% | Add +55.0% | 3,162 | $203K |
| Astoria Strategic Wealth, Inc. | 0.05% | New | 3,153 | $202K |
| Opal Wealth Advisors, LLC | 0.05% | New | 3,151 | $202K |
| Retirement Solution LLC | 0.05% | New | 3,149 | $202K |
| Hengehold Capital Management LLC | 0.02% | New | 3,144 | $201K |
| RIA Advisory Group LLC | 0.05% | Reduce -15.4% | 3,141 | $201K |
| FreeGulliver LLC | 0.08% | New | 3,138 | $201K |
| Midwest Financial Network, LLC | 0.16% | New | 3,123 | $200K |
| Rowlandmiller & Partners.adv | 0.04% | No change | 3,000 | $192K |
| Global Trust Asset Management, LLC | 0.07% | Add +59.0% | 2,974 | $191K |
| Go Invest LLC | 0.05% | Add +0.2% | 2,965 | $190K |
| Tsfg, LLC | 0.03% | Add +0.1% | 2,946 | $189K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | Reduce -16.4% | 2,936 | $188K |
| SIMA Wealth Partners, LLC | 0.14% | No change | 2,912 | $187K |
| Wellington-Altus USA Inc. | 0.11% | Add +1036.2% | 2,602 | $185K |
| Indiana Trust & Investment Management Co | 0.06% | No change | 2,890 | $185K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 2,852 | $183K |
| Blueline Advisors LLC | 0.14% | Reduce -4.5% | 2,838 | $182K |
| Union Savings Bank | 0.08% | No change | 2,688 | $172K |
| Essential Partners LLC | 0.06% | Add +96.7% | 2,591 | $166K |
| Coston, McIsaac & Partners | 0.04% | Add +0.8% | 2,592 | $166K |
| Colonial Trust Advisors | 0.01% | Reduce -1.9% | 2,562 | $164K |
| Burk Holdings LLC | 0.07% | Reduce -56.3% | 2,519 | $161K |
| Walsh & Associates, LLC | 0.16% | Add +0.0% | 2,486 | $159K |
| Versant Capital Management, Inc | 0.02% | Add +194.7% | 2,431 | $156K |
| GoalVest Advisory LLC | 0.03% | Reduce -13.3% | 2,417 | $155K |
| Westside Investment Management, Inc. | 0.02% | Add +136.2% | 2,402 | $154K |
| MilWealth Group LLC | 0.04% | No change | 2,387 | $153K |
| Community Financial Services Group, LLC | 0.03% | New | 2,347 | $153K |
| Creative Capital Management Investments LLC | 0.04% | Reduce -2.9% | 2,384 | $153K |
| Quent Capital, LLC | 0.01% | Reduce -32.4% | 2,371 | $152K |
| Orion Capital Management LLC | 0.05% | No change | 2,354 | $151K |
| Trifecta Capital Advisors, LLC | 0.02% | No change | 2,271 | $146K |
| IAG Wealth Partners, LLC | 0.02% | No change | 2,253 | $144K |
| Sittner & Nelson, LLC | 0.05% | No change | 2,229 | $143K |
| Curio Wealth, LLC | 0.05% | Reduce -1.0% | 2,219 | $142K |
| Copia Wealth Management | 0.10% | Add +101.5% | 2,212 | $142K |
| Hara Capital LLC | 0.07% | New | 2,187 | $140K |
| Jackson, Grant Investment Advisers, Inc. | 0.05% | Add +32.6% | 2,148 | $138K |
| Kelleher Financial Advisors | 0.03% | No change | 2,116 | $136K |
| Financial Consulate, Inc. | 0.02% | Add +0.2% | 2,114 | $135K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.04% | No change | 2,097 | $134K |
| Knuff & Co LLC | 0.04% | Add +335.4% | 2,081 | $133K |
| American Capital Advisory, LLC | 0.05% | Reduce -19.3% | 2,074 | $133K |
| Team Financial Group, LLC | 0.06% | Add +0.2% | 1,965 | $126K |
| Central Pacific Bank - Trust Division | 0.02% | Reduce -13.2% | 1,933 | $124K |
| Clark Wealth Partners | 0.08% | No change | 1,914 | $123K |
| Triumph Capital Management | 0.03% | Add +46.1% | 1,913 | $123K |
| HFM Investment Advisors, LLC | 0.05% | Add +52.9% | 1,902 | $122K |
| Osbon Capital Management LLC | 0.10% | No change | 1,892 | $121K |
| Vestor Capital, LLC | 0.01% | Add +654.1% | 1,825 | $117K |
| Vision Retirement, LLC | 0.03% | New | 1,755 | $112K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | Reduce -12.7% | 1,753 | $112K |
| Kilter Group LLC | 0.05% | Reduce -1.7% | 1,745 | $112K |
| Tidemark, LLC | 0.03% | Add +174.4% | 1,712 | $110K |
| Olistico Wealth, LLC | 0.05% | No change | 1,708 | $109K |
| Consultiva Wealth Management, Corp. | 0.31% | No change | 1,684 | $108K |
| Marshall & Sterling Wealth Advisors Inc. | 0.07% | Add +1221.6% | 1,652 | $106K |
| NorthAvenue LLC | 0.08% | Reduce -23.0% | 1,538 | $99K |
| Paladin Advisory Group, LLC | 0.07% | No change | 1,519 | $97K |
| Canton Hathaway, LLC | 0.02% | No change | 1,460 | $94K |
| Field & Main Bank | 0.03% | Add +5.6% | 1,421 | $91K |
| Financial Freedom, LLC | 0.04% | Add +38.9% | 1,410 | $90K |
| Innovative Asset Advisors Group, LLC | 0.05% | — | 1,396 | $89K |
| Clarity Asset Management, Inc. | 0.04% | Reduce -75.4% | 1,363 | $87K |
| IFG Advisory, LLC | 0.25% | Reduce -95.6% | 1,356 | $87K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 1,293 | $83K |
| ESL Trust Services, LLC | 0.02% | No change | 1,284 | $82K |
| Obsidian Cio, LLC | 0.07% | Add +11.4% | 1,265 | $81K |
| Ramirez Asset Management, Inc. | 0.01% | No change | 1,255 | $80K |
| RMG Wealth Management LLC | 0.01% | Reduce -60.2% | 1,134 | $80K |
| Bollard Group LLC | 0.00% | Add +0.2% | 1,244 | $80K |
| Premier Financial Group | 0.01% | Reduce -3.5% | 1,206 | $79K |
| Ironwood Wealth Management, LLC. | 0.02% | No change | 1,214 | $78K |
| Hager Investment Management Services, LLC | 0.04% | No change | 1,212 | $78K |
| Pacific Center for Financial Services | 0.02% | Add +6.8% | 1,181 | $76K |
| West Branch Capital LLC | 0.02% | Reduce -22.5% | 1,176 | $75K |
| Dakota Community Bank & Trust NA | 0.25% | No change | 1,161 | $74K |
| Aventura Private Wealth, LLC | 0.03% | No change | 1,116 | $72K |
| Wolff Wiese Magana LLC | 0.04% | No change | 1,111 | $71K |
| Wiser Advisor Group LLC | 0.09% | Reduce -16.7% | 1,108 | $71K |
| Tradewinds Capital Management, LLC | 0.01% | Add +122.2% | 1,071 | $69K |
| Ballast Advisors LLC | 0.02% | New | 1,056 | $68K |
| Atwood & Palmer Inc. | 0.00% | No change | 971 | $62K |
| Addison Advisors LLC | 0.01% | No change | 965 | $62K |
| 1015 Capital Partners, LLC | 0.06% | No change | 950 | $61K |
| Collier Financial | 0.05% | Add +0.1% | 948 | $61K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.05% | Add +1.6% | 939 | $60K |
| Marin Bay Wealth Advisors, LLC | 0.04% | New | 45,116 | $60K |
| KERR FINANCIAL PLANNING Corp | 0.04% | Reduce -50.0% | 884 | $60K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | No change | 918 | $59K |
| Monetary Management Group Inc. | 0.01% | New | 900 | $58K |
| Bullock Wealth Management Group | 0.03% | No change | 851 | $55K |
| Purpose Unlimited Inc. | 0.00% | New | 863 | $55K |
| HighMark Wealth Management LLC | 0.02% | Reduce -12.1% | 851 | $55K |
| Kozak & Associates, Inc. | 0.01% | Add +2.3% | 793 | $54K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -48.5% | 828 | $53K |
| Costello Asset Management, INC | 0.02% | Add +7.8% | 827 | $53K |
| TFC Financial Management, Inc. | 0.01% | Add +0.3% | 792 | $51K |
| Albion Financial Group | 0.00% | No change | 760 | $49K |
| Key Capital Management, INC | 0.03% | Reduce -8.3% | 750 | $48K |
| Roxbury Financial LLC | 0.04% | No change | 747 | $48K |
| Fairscale Capital, LLC | 0.03% | No change | 747 | $48K |
| GGM Financial LLC | 0.02% | Add +62.8% | 747 | $48K |
| Daytona Street Capital LLC | 0.04% | New | 725 | $48K |
| Advantage Trust Co | 0.02% | No change | 733 | $47K |
| Nemes Rush Group LLC | 0.00% | Add +13.5% | 731 | $47K |
| IFS Advisors, LLC | 0.02% | No change | 725 | $46K |
| Sunrise Financial Services, LLC | 0.03% | Reduce -18.5% | 704 | $45K |
| Marquette Asset Management, LLC | 0.01% | No change | 693 | $44K |
| Keystone Financial Group, Inc. | 0.02% | Add +0.1% | 677 | $43K |
| Hickory Point Bank & Trust | 0.03% | New | 675 | $43K |
| Pinney & Scofield, Inc. | 0.02% | Add +32.2% | 648 | $42K |
| CDKV Holdings LLC | 0.04% | Add +147.5% | 646 | $41K |
| Lummis Asset Management, LP | 0.02% | No change | 646 | $41K |
| Darwin Wealth Management, LLC | 0.01% | Reduce -25.6% | 639 | $41K |
| LGT Financial Advisors LLC | 0.21% | Add +0.2% | 636 | $41K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 624 | $40K |
| Scarborough Advisors, LLC | 0.00% | New | 620 | $40K |
| PFS Partners, LLC | 0.02% | Add +14.8% | 589 | $38K |
| Frazier Financial Advisors, LLC | 0.02% | Add +5.9% | 574 | $37K |
| POM Investment Strategies, LLC | 0.05% | Reduce -87.4% | 571 | $37K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -3.8% | 562 | $36K |
| Ulland Investment Advisors, LLC | 0.03% | No change | 562 | $36K |
| Strategic Wealth Advisors LLC | 0.03% | No change | 567 | $36K |
| Hamrick Investment Counsel, llc | 0.02% | No change | 560 | $36K |
| Financial Network Wealth Advisors LLC | 0.03% | Add +0.2% | 530 | $34K |
| Transce3nd, LLC | 0.28% | No change | 486 | $31K |
| Peterson Wealth Management | 0.02% | New | 480 | $31K |
| Anfield Capital Management, LLC | 0.01% | No change | 449 | $29K |
| Your Advocates Ltd., LLP | 0.01% | Reduce -63.8% | 440 | $28K |
| Strategic Investment Solutions, Inc. | 0.01% | Reduce -8.3% | 428 | $27K |
| CNB Bank | 0.01% | No change | 422 | $27K |
| Nova Wealth Management, Inc. | 0.02% | No change | 420 | $27K |
| 1620 Investment Advisors, Inc. | 0.02% | New | 391 | $25K |
| Ankerstar Wealth, LLC | 0.03% | No change | 387 | $25K |
| Gen-Wealth Partners Inc | 0.01% | No change | 381 | $24K |
| Mosley Wealth Management | 0.01% | New | 391 | $23K |
| Financial Connections Group, Inc. | 0.01% | New | 362 | $23K |
| Comprehensive Financial Planning, Inc. | 0.02% | No change | 342 | $22K |
| JPL Wealth Management, LLC | 0.01% | New | 339 | $22K |
| Wealth Preservation Advisors, LLC | 0.02% | No change | 322 | $21K |
| McGuire Capital Advisors Inc. | 0.01% | Add +133.8% | 311 | $20K |
| Three Bearings Fiduciary Advisors, Inc. | 0.02% | No change | 293 | $19K |
| Wilkerson Advisory Group LLC | 0.01% | Reduce -59.0% | 291 | $19K |
| NFSG Corp | 0.00% | Add +0.3% | 287 | $18K |
| Clayton Financial Group LLC | 0.01% | No change | 285 | $18K |
| Advocate Investing Services LLC | 0.02% | No change | 282 | $18K |
| Cheviot Value Management, LLC | 0.00% | No change | 278 | $18K |
| Winch Advisory Services, LLC | 0.00% | Add +0.4% | 277 | $18K |
| FWL Investment Management, LLC | 0.00% | Reduce -80.3% | 272 | $17K |
| Bernard Wealth Management Corp. | 0.01% | Add +1315.8% | 269 | $17K |
| Miller Global Investments, LLC | 0.02% | New | 265 | $17K |
| Corsicana & Co. | 0.01% | No change | 279 | $14K |
| Beacon Capital Management, Inc. | 0.00% | New | 220 | $14K |
| Aventus Investment Advisors, Inc. | 0.01% | No change | 216 | $14K |
| Nalls Sherbakoff Group, LLC | 0.01% | No change | 212 | $14K |
| Rakuten Securities, Inc. | 0.01% | Add +6966.7% | 212 | $14K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 204 | $13K |
| Intentional Wealth Strategies, LLC | 0.01% | — | 201 | $13K |
| Networth Advisors, LLC | 0.01% | No change | 195 | $12K |
| Morgan Dempsey Capital Management LLC | 0.01% | Add +67.0% | 187 | $12K |
| CGC Financial Services, LLC | 0.00% | No change | 185 | $12K |
| Activest Wealth Management | 0.00% | Add +356.4% | 178 | $11K |
| Valued Wealth Advisors LLC | 0.00% | New | 177 | $11K |
| Financial Life Planners | 0.01% | New | 174 | $11K |
| Swiss Re Ltd. | 0.07% | New | 172 | $11K |
| Deane Retirement Strategies, Inc. | 0.00% | Reduce -99.9% | 168 | $11K |
| Horizon Bancorp Inc. | 0.00% | New | 158 | $10K |
| Gleason Group, Inc. | 0.00% | No change | 145 | $9K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | New | 134 | $9K |
| Delta Asset Management LLC | 0.00% | No change | 140 | $9K |
| MRP Capital Investments, LLC | 0.01% | No change | 135 | $9K |
| Strengthening Families & Communities, LLC | 0.00% | New | 120 | $8K |
| Millstone Evans Group, LLC | 0.00% | No change | 114 | $7K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 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 | 0.00% | No change | 91 | $6K |
| Tower View Wealth Management LLC | 0.00% | No change | 88 | $6K |
| Hilltop National Bank | 0.00% | Reduce -75.2% | 82 | $5K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 82 | $5K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 80 | $5K |
| Monetary Solutions, Ltd | 0.00% | No change | 75 | $5K |
| Quaker Wealth Management, LLC | 0.00% | Reduce -88.2% | 73 | $5K |
| Zeit Capital LLC | 0.00% | Add +7.8% | 69 | $4K |
| Eukles Asset Management | 0.00% | Reduce -86.3% | 67 | $4K |
| RHL Group, LLC | 0.00% | Reduce -26.7% | 66 | $4K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 60 | $4K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 56 | $3K |
| LM Advisors LLC | 0.02% | Add +2.3% | 219 | $3K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 50 | $3K |
| Flagship Wealth Advisors, LLC | 0.00% | New | 48 | $3K |
| SRH Advisors, LLC | 0.00% | No change | 35 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 34 | $2K |
| Protective Life Corp. | 0.01% | New | 27 | $2K |
| Merkkuri Wealth Advisors LLC | 0.00% | New | 22 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -97.2% | 20 | $1K |
| Imprint Wealth LLC | 0.00% | No change | 8 | $513 |
| Arcadia Investment Management Corp. | 0.00% | No change | 5 | $321 |
| Financially Speaking Inc | 0.00% | New | 2 | $129 |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -66.7% | 2 | $128 |
"% of holder's portfolio" is VEA's weight in each manager's 13F, not the share of Vanguard Ftse Developed ETF the manager owns.