Vanguard Dividend Apprec ETFVIGETF
13F holders, Q1 2024 (March 31)2,041holders
4famous investors
$182.52avg. 13F price*
At the end of Q1 2024, 2,041 institutions reported holding Vanguard Dividend Apprec ETF (VIG) in their 13F filings. The largest holders were Bank of America Corp. ($3.9B), Morgan Stanley ($2.2B) and Wells Fargo & Company ($1.9B). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Vanguard Dividend Apprec ETF
- CUSIP
- 921908844
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 105 | $75.1M |
| Exits | 92 | $109.9M |
Ownership 2,041 holders
| Bank of America Corp. | 0.39% | Reduce -18.9% | 21,483,143 | $3.9B |
| Morgan Stanley | 0.17% | Add +1.3% | 11,789,763 | $2.2B |
| Wells Fargo & Company | 0.51% | Reduce -0.8% | 10,561,201 | $1.9B |
| Vanguard Group Inc. | 0.03% | Add +5.7% | 8,635,317 | $1.6B |
| Wealthfront Advisers LLC | 4.44% | Add +5.3% | 6,943,479 | $1.3B |
| UBS Group AG | 0.39% | Reduce -0.3% | 6,430,354 | $1.2B |
| LPL Financial LLC | 0.52% | Add +0.3% | 5,315,166 | $970.6M |
| HB Wealth Management, LLC | 10.25% | Add +15.9% | 4,459,230 | $814.3M |
| Royal Bank of Canada | 0.17% | Reduce -1.5% | 3,739,024 | $682.8M |
| Raymond James & Associates | 0.44% | Add +58.8% | 3,537,699 | $646.0M |
| JPMorgan Chase & Co. | 0.05% | Add +9.9% | 3,153,977 | $575.9M |
| Commonwealth Equity Services, LLC | 0.85% | Add +2.4% | 2,807,350 | $512.6M |
| Ameriprise Financial Inc. | 0.12% | Reduce -7.7% | 2,408,867 | $440.3M |
| HighTower Advisors, LLC | 0.64% | Add +1.5% | 2,169,376 | $396.1M |
| Bank of New York Mellon Corp | 0.07% | Reduce -7.3% | 1,954,126 | $356.8M |
| Raymond James Financial Services Advisors, Inc. | 0.53% | Reduce -2.4% | 1,943,697 | $354.9M |
| Envestnet Asset Management Inc. | 0.13% | Add +1.8% | 1,936,898 | $353.7M |
| Signaturefd, LLC | 7.24% | Add +1.0% | 1,875,638 | $342.5M |
| Northwestern Mutual Wealth Management Co. | 0.29% | Add +1.4% | 1,543,448 | $281.8M |
| Osaic Holdings, Inc. | 0.58% | Add +5.5% | 1,430,951 | $261.4M |
| Trust Point Inc. | 18.42% | Reduce -2.0% | 1,283,644 | $234.4M |
| Modera Wealth Management, LLC | 3.53% | Add +6.5% | 1,270,301 | $232.0M |
| Mariner, LLC | 0.47% | Reduce -4.5% | 1,252,668 | $228.7M |
| Manufacturers Life Insurance Company, The | 0.20% | Reduce -2.3% | 1,190,764 | $217.4M |
| Joel Isaacson & Co., LLC | 11.02% | Add +3.5% | 1,101,241 | $201.1M |
| Truist Financial Corp. | 0.28% | Reduce -34.7% | 1,025,668 | $187.3M |
| Captrust Financial Advisors | 0.67% | Reduce -4.4% | 1,005,317 | $183.6M |
| Stifel Financial Corp. | 0.21% | Reduce -2.2% | 1,004,837 | $183.5M |
| Creative Planning | 0.20% | Reduce -6.2% | 982,964 | $179.5M |
| Aspiriant, LLC | 7.28% | Reduce -1.1% | 962,404 | $175.8M |
| Corient Private Wealth LP | 0.30% | Reduce -8.9% | 936,985 | $171.1M |
| Annex Advisory Services, LLC | 5.83% | Add +79.5% | 898,754 | $164.1M |
| Bank of Montreal | 0.05% | Reduce -1.4% | 885,227 | $161.4M |
| Brown Advisory Inc. | 0.21% | Add +1.5% | 879,038 | $160.5M |
| MAI Capital Management | 1.65% | Add +17.2% | 866,506 | $158.2M |
| Cambridge Investment Research Advisors, Inc. | 0.58% | Reduce -3.7% | 830,337 | $151.6M |
| Cetera Investment Advisers | 0.35% | Add +505.7% | 813,293 | $148.5M |
| Wealth Enhancement Advisory Services, LLC | 0.38% | Add +1.9% | 811,425 | $148.2M |
| Lincoln National Corp. | 2.20% | Add +2.1% | 773,325 | $141.2M |
| Waverly Advisors, LLC | 3.31% | Add +37.9% | 770,803 | $140.8M |
| Nicholas Hoffman & Company, LLC. | 6.79% | Add +1.3% | 732,370 | $133.7M |
| Rockefeller Capital Management L.P. | 0.38% | Add +17.4% | 714,115 | $130.4M |
| Goldman Sachs Group Inc. | 0.03% | Add +4.7% | 703,742 | $128.5M |
| Blair William & Co. | 0.39% | Reduce -3.4% | 674,069 | $123.1M |
| Retirement Planning Group, LLC | 9.33% | Reduce -0.7% | 666,701 | $121.7M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -44.7% | 656,940 | $120.0M |
| Northeast Financial Consultants Inc | 5.87% | Add +5.7% | 655,223 | $119.7M |
| Focus Partners Wealth | 0.97% | Reduce -4.3% | 651,818 | $119.0M |
| Glenmede Trust Co. NA | 0.59% | Add +0.0% | 642,377 | $117.3M |
| Fifth Third Bancorp | 0.44% | Reduce -3.7% | 618,218 | $112.9M |
| Baird Financial Group, Inc. | 0.23% | Reduce -3.4% | 600,574 | $109.7M |
| Private Advisor Group, LLC | 0.73% | Add +1.2% | 556,294 | $101.6M |
| Cerity Partners LLC | 0.26% | Add +0.1% | 547,080 | $99.5M |
| Performance Wealth Partners, LLC | 4.17% | Reduce -1.4% | 543,708 | $99.3M |
| Stokes Family Office, LLC | 12.19% | Reduce -0.2% | 534,328 | $97.6M |
| Janney Montgomery Scott LLC | 0.29% | Add +5.5% | 533,479 | $97.4M |
| MML Investors Services, LLC | 0.38% | Add +2.5% | 510,664 | $93.3M |
| DAVENPORT & Co LLC | 0.57% | Reduce -3.5% | 504,476 | $92.1M |
| Cresset Asset Management, LLC | 0.45% | Add +0.8% | 500,256 | $91.4M |
| Confluence Wealth Services, Inc. | 7.65% | Add +18.9% | 474,402 | $86.6M |
| Franklin Resources Inc. | 0.03% | Reduce -1.9% | 439,201 | $80.2M |
| Jones Financial Companies LLLP | 0.11% | Add +10.2% | 430,595 | $78.6M |
| Atria Wealth Solutions, Inc. | 0.86% | Add +7.6% | 418,131 | $76.4M |
| Mercer Global Advisors Inc. | 0.22% | Add +15.3% | 413,646 | $75.7M |
| TD Private Client Wealth LLC | 2.36% | Add +7.0% | 393,919 | $71.9M |
| Kestra Advisory Services, LLC | 0.44% | Add +5.7% | 360,988 | $65.9M |
| Hubbell Strickland Wealth Management, LLC | 33.01% | Reduce -0.2% | 357,368 | $65.3M |
| Systematic Alpha Investments, LLC | 2.58% | No change | 353,000 | $64.5M |
| Paragon Capital Management Ltd | 11.29% | Reduce -0.2% | 345,927 | $63.2M |
| Haverford Trust Co | 0.64% | Add +6.4% | 336,364 | $61.4M |
| Provenance Wealth Advisors, LLC | 8.51% | Reduce -2.8% | 331,496 | $60.5M |
| Park Avenue Securities LLC | 0.76% | Reduce -17.3% | 323,913 | $59.1M |
| Rational Advisors, Inc. | 5.55% | Reduce -10.3% | 320,269 | $58.5M |
| 360 Financial, Inc. | 22.43% | Add +4.2% | 315,908 | $57.7M |
| Berkshire Money Management, Inc. | 6.77% | Reduce -1.6% | 307,039 | $56.1M |
| Brookstone Capital Management | 1.00% | Add +12.7% | 304,989 | $55.7M |
| Ieq Capital, LLC | 0.79% | Reduce -0.9% | 302,440 | $55.2M |
| Beacon Pointe Advisors, LLC | 0.59% | Reduce -1.5% | 292,308 | $53.4M |
| GLOBALT Investments LLC / GA | 2.10% | Reduce -1.4% | 288,844 | $52.7M |
| Steward Partners Investment Advisory, LLC | 0.58% | Add +28.3% | 288,716 | $52.7M |
| FMR LLC | 0.00% | Add +13.6% | 277,655 | $50.7M |
| WMS Partners, LLC | 3.48% | Add +9.3% | 276,883 | $50.6M |
| Advisor OS, LLC | 5.68% | Reduce -11.5% | 270,728 | $49.4M |
| Baltimore-Washington Financial Advisors, Inc. | 3.06% | Add +6.5% | 264,037 | $48.2M |
| Klaas Financial Asset Advisors, LLC | 9.49% | Add +0.0% | 260,510 | $47.6M |
| Principle Wealth Partners LLC | 3.68% | Add +0.3% | 257,438 | $47.0M |
| D.A. Davidson & Co. | 0.42% | Reduce -3.5% | 253,164 | $46.2M |
| PNC Financial Services Group, Inc. | 0.03% | Add +0.2% | 253,140 | $46.2M |
| Planning Alternatives Ltd. | 7.57% | Reduce -0.2% | 252,261 | $46.1M |
| Evensky & Katz LLC | 3.25% | Add +0.6% | 252,259 | $46.1M |
| NewEdge Advisors, LLC | 0.40% | Reduce -5.5% | 250,232 | $45.7M |
| MJP Associates Inc. | 9.93% | Reduce -1.0% | 249,931 | $45.6M |
| Pathstone Holdings, LLC | 0.21% | Reduce -1.6% | 244,239 | $44.6M |
| PDS Planning, Inc | 4.68% | Add +0.8% | 244,140 | $44.6M |
| Resonant Capital Advisors, LLC | 3.63% | Add +2.7% | 232,227 | $42.4M |
| New England Private Wealth Advisors LLC | 7.45% | Reduce -0.8% | 232,689 | $42.4M |
| Wealth Architects, LLC | 5.57% | Reduce -1.9% | 231,295 | $42.2M |
| Avantax Planning Partners, Inc. | 1.33% | Reduce -10.5% | 224,233 | $40.9M |
| Advisory Alpha, LLC | 1.68% | Reduce -6.7% | 223,850 | $40.9M |
| Kohmann Bosshard Financial Services, LLC | 5.68% | Reduce -2.0% | 223,578 | $40.8M |
| US Bancorp \de | 0.06% | Reduce -2.1% | 222,854 | $40.7M |
| American Financial Advisors, LLC | 5.63% | Add +0.1% | 218,906 | $40.0M |
| Levy Wealth Management Group, LLC | 11.20% | No change | 234,290 | $39.9M |
| E&G Advisors, LLC | 12.05% | Reduce -1.0% | 210,368 | $38.4M |
| Mosaic Advisors LLC | 31.22% | Reduce -2.7% | 209,375 | $38.2M |
| Prime Capital Investment Advisors, LLC | 0.52% | Add +4.6% | 205,420 | $37.5M |
| Northern Trust Corp. | 0.01% | Add +3.3% | 204,604 | $37.4M |
| TD Capital Management LLC | 3.96% | Reduce -0.4% | 203,166 | $37.1M |
| Connecticut Wealth Management, LLC | 1.95% | Reduce -2.8% | 200,867 | $36.7M |
| Ballentine Partners, LLC | 0.70% | Reduce -0.6% | 200,546 | $36.6M |
| Equitable Holdings, Inc. | 0.41% | Add +0.9% | 199,026 | $36.3M |
| Noble Family Wealth, LLC | 10.18% | Add +6.5% | 195,680 | $35.7M |
| M&T Bank Corp | 0.12% | Add +6.6% | 194,059 | $35.4M |
| Buska Wealth Management, LLC | 14.86% | — | 185,600 | $33.9M |
| ProVise Management Group, LLC | 2.91% | Reduce -5.9% | 184,134 | $33.6M |
| Agf Management Ltd. | 0.18% | Reduce -2.1% | 180,523 | $33.0M |
| VPR Management LLC | 9.01% | Reduce -30.9% | 177,730 | $32.5M |
| JNBA Financial Advisors | 3.39% | Reduce -30.6% | 176,796 | $32.3M |
| Frazier Financial Advisors, LLC | 26.33% | Add +3.0% | 175,779 | $32.1M |
| Mesirow Financial Investment Management, Inc. | 0.72% | Add +12.5% | 174,199 | $31.8M |
| Evoke Wealth, LLC | 0.95% | Add +11109.5% | 174,196 | $31.8M |
| Laurel Wealth Advisors LLC | 5.45% | Add +5.7% | 173,823 | $31.7M |
| Howard Financial Services, LTD. | 5.42% | Reduce -4.2% | 172,151 | $31.4M |
| Eclectic Associates Inc. | 14.32% | Reduce -3.4% | 171,841 | $31.4M |
| Edmonds Duncan Registered Investment Advisors, LLC | 7.87% | Add +0.3% | 171,779 | $31.4M |
| Florida Trust Wealth Management Co | 1.05% | Reduce -1.1% | 168,703 | $30.8M |
| Arlington Trust Co LLC | 7.73% | Add +1.3% | 164,655 | $30.1M |
| Capital Advisors, Ltd. LLC | 3.90% | Reduce -1.6% | 163,846 | $29.9M |
| FIDELIS iM, LLC | 14.84% | Add +0.3% | 161,841 | $29.6M |
| Seneca Financial Advisors LLC | 15.70% | Reduce -12.9% | 161,266 | $29.4M |
| Diversified Trust Co. | 0.89% | Reduce -2.8% | 161,232 | $29.4M |
| Old Mission Investment Co LLC | 9.60% | Reduce -3.6% | 157,351 | $28.7M |
| Baron Silver Stevens Financial Advisors, LLC | 5.59% | Reduce -1.0% | 157,209 | $28.7M |
| Avantax Advisory Services, Inc. | 0.25% | Add +9.2% | 156,811 | $28.6M |
| First Manhattan Co. Llc. | 0.09% | Add +2.9% | 155,732 | $28.4M |
| Human Investing LLC | 5.61% | Reduce -1.7% | 152,984 | $27.9M |
| Firestone Capital Management | 7.77% | Reduce -1.0% | 152,859 | $27.9M |
| National Bank of Canada | 0.05% | Reduce -6.5% | 151,143 | $27.4M |
| Edge Capital Group, LLC | 1.36% | Reduce -8.6% | 149,481 | $27.3M |
| Graves Light Lenhart Wealth, Inc. | 3.14% | Reduce -4.8% | 148,558 | $27.1M |
| Stephens Inc. | 0.41% | Reduce -0.4% | 146,192 | $26.7M |
| Granite FO LLC | 15.05% | Reduce -4.0% | 132,312 | $25.6M |
| Investment Advisory Services Inc. /TX | 9.33% | Add +0.4% | 139,197 | $25.4M |
| Scotia Capital Inc. | 0.15% | Reduce -3.6% | 136,943 | $25.0M |
| Gray Wealth Management Inc. | 11.13% | Add +0.4% | 136,500 | $24.9M |
| Ratio Wealth Group | 4.58% | Add +3.3% | 134,696 | $24.6M |
| Valmark Advisers, Inc. | 0.42% | Add +1.3% | 133,567 | $24.4M |
| Citigroup Inc. | 0.03% | Reduce -33.0% | 132,743 | $24.3M |
| Studio Investment Management LLC | 5.75% | Add +0.7% | 132,565 | $24.2M |
| McCarthy Asset Management, Inc. | 14.88% | Reduce -0.9% | 132,412 | $24.2M |
| Capital Advisors Wealth Management, LLC | 5.00% | Reduce -0.5% | 132,057 | $24.1M |
| Allworth Financial LP | 0.17% | Reduce -5.1% | 130,557 | $23.8M |
| Searcy Financial Services Inc. | 11.98% | Add +0.8% | 128,837 | $23.5M |
| EP Wealth Advisors, LLC | 0.27% | Add +13.2% | 127,390 | $23.3M |
| Rwa Wealth Partners, LLC | 0.31% | Reduce -1.7% | 127,320 | $23.2M |
| Compton Wealth Advisory Group, LLC | 6.30% | Add +7.7% | 126,128 | $23.0M |
| Smith Anglin Financial, LLC | 2.33% | Reduce -7.6% | 123,496 | $22.6M |
| Crane Advisory, LLC | 4.54% | Add +11.0% | 126,513 | $22.5M |
| Lodestar Private Asset Management LLC | 3.19% | Add +2.6% | 122,527 | $22.4M |
| Ameritas Advisory Services, LLC | 0.91% | Add +42.3% | 123,517 | $22.2M |
| MTM Financial Group, LLC | 14.57% | Add +2.5% | 120,091 | $21.9M |
| Northeast Investment Management | 1.06% | Add +2.7% | 118,613 | $21.7M |
| EverSource Wealth Advisors, LLC | 1.70% | Add +2.5% | 123,675 | $21.7M |
| Capital Advantage, Inc. | 4.37% | Add +0.9% | 119,049 | $21.5M |
| Mutual Advisors, LLC | 0.69% | Reduce -23.9% | 117,903 | $21.5M |
| NewEdge Wealth, LLC | 0.48% | Add +1.5% | 121,988 | $21.4M |
| Roof Eidam Maycock Peralta, LLC | 5.87% | Add +1.5% | 117,019 | $21.4M |
| CENTRAL TRUST Co | 0.53% | Reduce -1.2% | 116,978 | $21.4M |
| Western Wealth Management, LLC | 1.64% | Add +7.5% | 115,835 | $21.2M |
| Goepper Burkhardt LLC | 9.64% | Reduce -6.6% | 114,262 | $20.7M |
| Clearstead Advisors, LLC | 1.02% | Reduce -10.5% | 114,322 | $20.7M |
| Coldstream Capital Management Inc. | 0.52% | Reduce -26.3% | 113,151 | $20.7M |
| Wharton Business Group, LLC | 0.99% | Reduce -0.4% | 112,673 | $20.6M |
| Ariston Services Group | 19.65% | No change | 112,352 | $20.5M |
| Montag A & Associates Inc. | 1.03% | Add +0.4% | 112,308 | $20.5M |
| Whitegate Investment Counselors, Inc. | 5.66% | Add +0.3% | 109,974 | $20.1M |
| Carnegie Investment Counsel | 0.62% | Add +3.9% | 109,535 | $20.0M |
| Cahill Financial Advisors Inc. | 2.70% | Reduce -8.9% | 108,590 | $19.8M |
| PFG Advisors | 1.43% | Add +2.1% | 107,463 | $19.6M |
| J.W. Cole Advisors, Inc. | 0.99% | Add +0.8% | 107,657 | $19.6M |
| Nikulski Financial, Inc. | 6.50% | Add +1.8% | 107,413 | $19.6M |
| Comerica Bank | 0.08% | Add +0.1% | 106,373 | $19.4M |
| Buckingham Strategic Wealth, LLC | 0.20% | Reduce -3.6% | 106,347 | $19.4M |
| CM Wealth Advisors LLC | 5.55% | Add +187.0% | 108,560 | $19.4M |
| McCarthy & Cox | 7.29% | — | 105,693 | $19.3M |
| Mittelman Wealth Management | 12.97% | — | 104,872 | $19.2M |
| Carolinas Wealth Consulting LLC | 3.77% | Reduce -13.6% | 104,793 | $19.1M |
| Compass Financial Group, INC | 4.43% | Add +3.2% | 104,460 | $19.1M |
| Hanover Advisors Inc. | 7.94% | Add +16.7% | 103,625 | $18.9M |
| JT Stratford LLC | 3.74% | Add +4.8% | 102,447 | $18.7M |
| AMG National Trust Bank | 0.53% | Add +2.6% | 100,208 | $18.3M |
| Jackson, Grant Investment Advisers, Inc. | 7.45% | Reduce -0.8% | 99,583 | $18.2M |
| Cornerstone Wealth Management, LLC | 1.47% | Add +2.2% | 99,332 | $18.1M |
| Fusion Capital, LLC | 8.24% | Reduce -1.4% | 98,590 | $18.0M |
| Dan L Duncan Foundation | 26.63% | Reduce -5.4% | 97,273 | $17.8M |
| Tradition Wealth Management, LLC | 1.78% | Add +6.2% | 96,501 | $17.6M |
| Family CFO Inc | 10.90% | Reduce -1.1% | 96,392 | $17.6M |
| KilterHowling LLC | 12.30% | Add +2.4% | 95,933 | $17.5M |
| FAS Wealth Partners, Inc. | 1.55% | Reduce -0.7% | 95,909 | $17.5M |
| DDFG, Inc | 5.53% | Reduce -0.9% | 95,385 | $17.4M |
| Cwm, LLC | 0.08% | Reduce -0.4% | 95,157 | $17.4M |
| CRA Financial Services, LLC | 3.77% | Reduce -1.7% | 94,949 | $17.3M |
| Snowden Capital Advisors LLC | 0.55% | Add +22.2% | 94,837 | $17.3M |
| Advisory Services Network, LLC | 0.38% | Add +1.1% | 94,622 | $17.3M |
| Aptus Capital Advisors, LLC | 0.37% | Add +38.4% | 94,238 | $17.2M |
| Prepared Retirement Institute LLC | 12.75% | Reduce -0.8% | 93,550 | $17.1M |
| Flagship Harbor Advisors, LLC | 1.09% | Reduce -3.6% | 93,274 | $17.0M |
| Snider Financial Group | 7.07% | Reduce -0.5% | 92,932 | $17.0M |
| Lido Advisors, LLC | 0.15% | Reduce -3.2% | 92,489 | $16.9M |
| Family Manage LLC | 3.12% | Reduce -1.0% | 92,319 | $16.9M |
| Employees' Retirement Fund of the City of Fort Worth | 3.13% | No change | 92,000 | $16.8M |
| Vantage Financial Partners Ltd., Inc. | 4.30% | Add +24.7% | 90,290 | $16.5M |
| OneDigital Investment Advisors LLC | 0.26% | Reduce -17.4% | 90,215 | $16.5M |
| Addison Advisors LLC | 5.63% | Add +1.6% | 89,655 | $16.4M |
| SVB Wealth LLC | 0.36% | Add +47.5% | 89,562 | $16.4M |
| Martel Wealth Advisors LLC | 3.49% | Reduce -4.7% | 88,216 | $16.1M |
| Rovin Capital /Ut/ | 6.57% | Add +13.7% | 87,756 | $16.0M |
| Zions Bancorporation, N.A. | 1.16% | Reduce -69.3% | 86,270 | $15.8M |
| Sound View Wealth Advisors Group, LLC | 1.67% | Reduce -5.4% | 85,667 | $15.6M |
| Smith, Moore & Co. | 1.67% | Reduce -3.8% | 85,587 | $15.6M |
| Associated Banc-Corp | 0.49% | Add +7.7% | 85,387 | $15.6M |
| Royal Fund Management, LLC | 1.80% | Add +0.2% | 85,369 | $15.6M |
| Cozad Asset Management Inc. | 1.62% | Add +2.6% | 85,280 | $15.6M |
| LM Advisors LLC | 2.73% | Reduce -7.4% | 86,411 | $15.5M |
| Stratos Wealth Partners, LTD. | 0.26% | Add +8.9% | 84,113 | $15.4M |
| CIBC Private Wealth Group LLC | 0.03% | Add +4.0% | 84,338 | $15.3M |
| HBK Sorce Advisory LLC | 0.54% | Add +1.2% | 83,312 | $15.2M |
| Mercer Investments LLC | 24.31% | Reduce -9.7% | 83,921 | $15.2M |
| Clarity Wealth Advisors, LLC | 5.14% | Add +2.0% | 83,166 | $15.2M |
| Focus Financial Network, Inc. | 0.74% | — | 87,290 | $15.2M |
| Coston, McIsaac & Partners | 4.86% | Add +7.3% | 82,887 | $15.1M |
| Curi Capital, LLC | 0.35% | Add +1.3% | 82,881 | $15.1M |
| CreativeOne Wealth, LLC | 0.60% | Add +23.9% | 82,850 | $15.1M |
| Wealthcare Advisory Partners LLC | 0.49% | Reduce -21.8% | 82,551 | $15.1M |
| Consolidated Capital Management, LLC | 7.22% | Reduce -1.3% | 82,486 | $15.1M |
| Forbes J M & Co. LLP | 1.63% | Reduce -22.7% | 82,316 | $15.0M |
| Madison Asset Management, LLC | 0.18% | Add +11.6% | 81,879 | $15.0M |
| Betterment LLC | 0.04% | Add +121.1% | 81,741 | $14.9M |
| Planning Directions Inc. | 10.35% | Reduce -2.8% | 81,564 | $14.9M |
| Asset Management Group, Inc. | 2.25% | Add +0.2% | 81,089 | $14.8M |
| Onyx Bridge Wealth Group LLC | 2.58% | Add +0.1% | 81,728 | $14.4M |
| Integrated Advisors Network LLC | 0.74% | Add +7.3% | 79,060 | $14.4M |
| Select Asset Management & Trust | 5.99% | Add +24.5% | 78,971 | $14.4M |
| Syon Capital LLC | 1.35% | Add +11.3% | 77,997 | $14.2M |
| Composition Wealth, LLC | 0.36% | Reduce -3.3% | 77,775 | $14.2M |
| Kingsview Wealth Management, LLC | 0.36% | Add +8.8% | 77,617 | $14.2M |
| Rothschild Investment LLC | 1.02% | Add +1.3% | 77,149 | $14.1M |
| Family Investment Center, Inc. | 4.53% | Reduce -70.6% | 77,066 | $14.1M |
| Hapanowicz & Associates Financial Services, Inc | 7.94% | Reduce -1.8% | 76,136 | $13.9M |
| Oak Harvest Investment Services | 2.31% | Reduce -3.6% | 76,002 | $13.9M |
| Aspen Grove Capital, LLC | 3.88% | Add +0.4% | 75,076 | $13.7M |
| High Net Worth Advisory Group LLC | 4.31% | Add +15.1% | 74,911 | $13.7M |
| FRG Family Wealth Advisors LLC | 2.68% | Reduce -1.2% | 78,001 | $13.7M |
| Wintrust Investments LLC | 1.20% | Add +1.0% | 74,668 | $13.6M |
| Garde Capital, Inc. | 0.95% | No change | 74,625 | $13.6M |
| Aspen Wealth Management LLC | 5.25% | Add +6.3% | 74,477 | $13.6M |
| Romano Brothers and Company | 1.86% | Add +2.2% | 74,349 | $13.6M |
| Carr Financial Group Corp | 4.49% | Add +28.7% | 73,903 | $13.5M |
| Venture Visionary Partners LLC | 0.64% | Add +7.3% | 73,665 | $13.5M |
| Main Street Financial Solutions, LLC | 1.43% | Add +9.1% | 73,563 | $13.4M |
| Burns J W & Co. Inc. | 1.86% | Add +6.0% | 73,038 | $13.3M |
| Bryn Mawr Trust Advisors, LLC | 0.75% | Reduce -7.0% | 72,727 | $13.3M |
| Blackston Financial Advisory Group, LLC | 8.75% | Reduce -0.4% | 72,212 | $13.2M |
| Mission Wealth Management, LP | 0.35% | Add +24.9% | 72,017 | $13.2M |
| HHM Wealth Advisors, LLC | 2.14% | Add +13.0% | 71,039 | $13.0M |
| Synovus Financial Corp. | 0.17% | Add +0.1% | 70,835 | $12.9M |
| Whittier Trust Co. | 0.19% | Add +3.1% | 70,756 | $12.9M |
| Visionary Wealth Advisors | 0.86% | Reduce -19.3% | 69,923 | $12.8M |
| Dakota Wealth Management | 0.32% | Add +1.3% | 69,793 | $12.7M |
| Strategies Wealth Advisors, LLC | 1.96% | Reduce -0.6% | 69,603 | $12.7M |
| Beacon Investment Advisory Services, Inc. | 0.55% | Add +2.6% | 69,352 | $12.7M |
| Pettyjohn, Wood & White, Inc. | 2.52% | Reduce -2.3% | 69,344 | $12.7M |
| Regal Investment Advisors LLC | 0.86% | Reduce -6.6% | 68,854 | $12.6M |
| Jordan Park Group LLC | 0.80% | Reduce -1.6% | 68,685 | $12.5M |
| Journey Advisory Group, LLC | 1.55% | Add +1.3% | 68,499 | $12.5M |
| Patriot Investment Management Group, Inc. | 0.98% | Reduce -19.1% | 67,858 | $12.4M |
| Mosaic Financial Group, LLC | 9.92% | — | 67,785 | $12.4M |
| Motive Wealth Advisors | 7.48% | Add +58.2% | 67,677 | $12.4M |
| Evergreen Capital Management LLC | 0.46% | Add +0.3% | 66,894 | $12.2M |
| Parallel Advisors, LLC | 0.33% | Add +14.1% | 66,710 | $12.2M |
| D.B. Root & Company, LLC | 4.11% | Add +4.4% | 66,534 | $12.1M |
| B. Riley Wealth Advisors, Inc. | 0.33% | Reduce -11.8% | 77,306 | $12.1M |
| Johnson Financial Group, Inc. | 0.65% | Reduce -25.1% | 65,707 | $12.0M |
| Meridian Wealth Advisors, LLC | 2.25% | Add +5.2% | 65,638 | $12.0M |
| Kestra Private Wealth Services, LLC | 0.27% | Reduce -1.9% | 65,361 | $11.9M |
| Apollon Wealth Management, LLC | 0.37% | Reduce -77.6% | 64,421 | $11.8M |
| SimpliFi, Inc. | 5.38% | Reduce -41.8% | 64,386 | $11.8M |
| Apella Capital, LLC | 0.59% | Reduce -2.8% | 65,170 | $11.7M |
| Wheelhouse Advisory Group LLC | 8.93% | Add +6.7% | 63,672 | $11.6M |
| UMB Bank, n.a. | 0.18% | Add +8.8% | 63,305 | $11.6M |
| Great Valley Advisor Group, Inc. | 0.35% | Add +29.4% | 63,287 | $11.6M |
| Circle Wealth Management, LLC | 0.29% | No change | 63,000 | $11.5M |
| IFP Advisors, Inc | 0.50% | Add +1.9% | 62,534 | $11.4M |
| Perigon Wealth Management, LLC | 0.35% | Reduce -3.4% | 62,364 | $11.4M |
| Segment Wealth Management, LLC | 0.87% | Reduce -0.2% | 62,347 | $11.4M |
| Ancora Advisors LLC | 0.26% | Add +8.2% | 62,272 | $11.4M |
| Raymond James Trust N.A. | 0.28% | Reduce -0.1% | 62,262 | $11.4M |
| Flputnam Investment Management Co. | 0.24% | Reduce -4.4% | 62,235 | $11.4M |
| Old National Bancorp | 0.27% | Reduce -5.4% | 62,015 | $11.3M |
| Mgo One Seven LLC | 0.59% | Add +0.8% | 62,011 | $11.3M |
| Mendel Capital Management LLC | 7.47% | Add +0.0% | 61,802 | $11.3M |
| Merit Financial Group, LLC | 0.27% | Add +403.4% | 63,626 | $11.3M |
| Allred Capital Management, LLC | 4.36% | Reduce -0.7% | 61,221 | $11.2M |
| Chatham Capital Group, Inc. | 2.05% | Reduce -0.3% | 61,205 | $11.2M |
| Simplicity Wealth,LLC | 0.27% | Add +1939.3% | 61,178 | $11.2M |
| Interactive Financial Advisors, Inc. | 6.16% | Add +138.0% | 61,058 | $11.1M |
| Money Concepts Capital Corp. | 1.03% | Add +1.3% | 60,949 | $11.1M |
| Leavell Investment Management, Inc. | 0.64% | Reduce -2.2% | 60,744 | $11.1M |
| Rehmann Capital Advisory Group | 0.82% | Add +13.8% | 60,510 | $11.0M |
| Kraft, Davis & Associates, LLC | 3.31% | Reduce -7.0% | 60,814 | $11.0M |
| Tyche Wealth Partners LLC | 2.68% | Reduce -3.8% | 59,936 | $10.9M |
| United Capital Financial Advisors, LLC | 0.09% | Add +3.9% | 59,383 | $10.8M |
| Destiny Wealth Partners, LLC | 1.94% | Add +1.8% | 59,326 | $10.8M |
| Global Retirement Partners, LLC | 0.40% | Add +6.2% | 59,298 | $10.8M |
| Harbour Investments, Inc. | 0.38% | Add +4.7% | 59,097 | $10.8M |
| Kitching Partners, LLC | 20.39% | Add +1.1% | 58,813 | $10.7M |
| Concurrent Investment Advisors, LLC | 0.43% | Add +203.3% | 58,508 | $10.7M |
| Beacon Financial Group | 1.22% | Reduce -11.6% | 58,261 | $10.6M |
| Americana Partners, LLC | 0.89% | Add +22.9% | 58,055 | $10.6M |
| Toronto Dominion Bank | 0.02% | Add +75.8% | 57,971 | $10.6M |
| BNP Paribas Financial Markets | 0.01% | Reduce -54.5% | 57,948 | $10.6M |
| Transcend Capital Advisors, LLC | 0.85% | Add +1.3% | 57,712 | $10.5M |
| Accretive Wealth Partners, LLC | 4.62% | Add +6.1% | 59,085 | $10.5M |
| Cornerstone Advisory, LLC | 1.49% | Add +5.0% | 57,074 | $10.4M |
| White Lighthouse Investment Management Inc. | 2.10% | Reduce -0.2% | 56,741 | $10.4M |
| Bleakley Financial Group, LLC | 0.30% | Reduce -4.0% | 56,661 | $10.3M |
| Archford Capital Strategies, LLC | 1.74% | Add +1.8% | 56,637 | $10.3M |
| Country Club Bank | 0.72% | Reduce -2.9% | 56,050 | $10.2M |
| Sandy Cove Advisors, LLC | 4.71% | Reduce -0.5% | 56,023 | $10.2M |
| Natixis Advisors, LLC | 0.02% | Add +14.2% | 56,017 | $10.2M |
| Crestwood Advisors Group, LLC | 0.22% | Add +11.7% | 55,785 | $10.2M |
| Essex Financial Services, Inc. | 0.93% | Reduce -1.6% | 55,493 | $10.1M |
| Sebold Capital Management, Inc. | 6.79% | Add +3.0% | 55,133 | $10.1M |
| Brio Consultants, LLC | 1.70% | Reduce -7.3% | 55,069 | $10.1M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -3.9% | 54,819 | $10.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.25% | Reduce -0.7% | 54,750 | $10.0M |
| Oppenheimer & Co. Inc. | 0.17% | Add +2.1% | 54,658 | $10.0M |
| Integrated Capital Management, Inc. | 8.12% | Reduce -4.1% | 54,390 | $9.9M |
| LS Investment Advisors, LLC | 1.56% | Add +0.4% | 53,667 | $9.8M |
| Wimmer Associates 1, LLC | 5.14% | Reduce -0.5% | 53,579 | $9.8M |
| WASHINGTON TRUST Co | 0.36% | Add +1.1% | 53,209 | $9.7M |
| Steward Partners Investment Solutions, LLC | 1.63% | New | 53,098 | $9.7M |
| Johnson Investment Counsel Inc. | 0.10% | Add +0.6% | 52,643 | $9.6M |
| NWF Advisory Services Inc. | 1.61% | Add +99.6% | 52,634 | $9.6M |
| Global Wealth Strategies & Associates | 3.61% | Reduce -39.1% | 52,508 | $9.6M |
| Jefferies Financial Group Inc. | 0.21% | Reduce -1.1% | 52,327 | $9.6M |
| Security Financial Services, INC. | 2.15% | Reduce -0.2% | 52,228 | $9.5M |
| Mason & Associates Inc | 2.53% | Reduce -62.4% | 51,960 | $9.5M |
| Prentice Wealth Management LLC | 3.29% | Add +2.7% | 51,824 | $9.5M |
| Bigelow Investment Advisors, LLC | 4.64% | Add +11.2% | 51,706 | $9.4M |
| Mycio Wealth Partners, LLC | 2.38% | Add +0.3% | 51,600 | $9.4M |
| M3 Advisory Group, LLC | 8.53% | Add +4.8% | 51,552 | $9.4M |
| Thomasville National Bank | 0.77% | Add +1.8% | 51,422 | $9.4M |
| Choate Investment Advisors | 0.25% | Add +31.5% | 51,417 | $9.4M |
| West Financial Advisors, LLC | 2.01% | Reduce -6.9% | 51,263 | $9.4M |
| Advisors Preferred, LLC | 1.56% | Reduce -2.6% | 50,970 | $9.3M |
| Capital Investment Advisors, LLC | 0.22% | Reduce -7.1% | 50,558 | $9.2M |
| GC Wealth Management RIA, LLC | 1.85% | Add +51.1% | 50,477 | $9.2M |
| Kades & Cheifetz LLC | 5.87% | Add +3.6% | 50,195 | $9.2M |
| North Star Investment Management Corp. | 0.65% | Add +3.4% | 49,561 | $9.1M |
| Safir Wealth Advisors, LLC | 7.40% | Add +4.7% | 49,390 | $9.0M |
| First Horizon Advisors, Inc. | 0.28% | Add +9.9% | 49,230 | $9.0M |
| Boston Family Office LLC | 0.65% | Add +1.5% | 49,118 | $9.0M |
| Sandbox Financial Partners, LLC | 3.76% | Add +6.9% | 49,036 | $9.0M |
| Souders Financial Advisors | 1.40% | Add +1.4% | 48,739 | $8.9M |
| Wealthspan Partners, LLC | 5.23% | Reduce -1.2% | 48,624 | $8.9M |
| Heritage Wealth Advisors | 0.40% | Reduce -5.2% | 48,575 | $8.9M |
| Alpha Cubed Investments, LLC | 0.46% | Reduce -24.8% | 48,362 | $8.8M |
| Osborne Partners Capital Management, LLC | 0.54% | Reduce -2.4% | 48,320 | $8.8M |
| Orion Capital Management LLC | 4.68% | Reduce -0.9% | 48,077 | $8.8M |
| First Heartland Consultants, Inc. | 0.91% | Reduce -11.6% | 47,815 | $8.7M |
| Signet Financial Management, LLC | 1.20% | Reduce -0.7% | 47,796 | $8.7M |
| Peterson Wealth Management | 6.30% | Reduce -6.1% | 47,758 | $8.7M |
| 180 Wealth Advisors, LLC | 1.56% | Add +0.7% | 47,627 | $8.7M |
| TD Waterhouse Canada Inc. | 0.06% | Add +5.1% | 43,579 | $8.7M |
| Stokes Capital Advisors, LLC | 2.50% | Reduce -1.2% | 47,023 | $8.6M |
| Woodmont Investment Counsel LLC | 0.72% | Reduce -1.3% | 46,965 | $8.6M |
| Vigilare Wealth Management | 4.22% | Reduce -2.8% | 46,898 | $8.6M |
| SPC Financial, Inc. | 0.80% | Reduce -4.2% | 46,829 | $8.6M |
| Windward Private Wealth Management Inc. | 3.49% | Reduce -5.4% | 46,812 | $8.5M |
| Capstone Financial Advisors, Inc. | 0.57% | Reduce -3.3% | 46,430 | $8.5M |
| Stratos Wealth Advisors, LLC | 0.50% | Add +0.0% | 46,285 | $8.5M |
| Cypress Financial Planning LLC | 3.83% | Reduce -4.9% | 45,816 | $8.4M |
| Warner Financial, Inc. | 4.15% | Add +0.7% | 45,398 | $8.3M |
| IFG Advisory, LLC | 0.62% | Reduce -13.1% | 45,238 | $8.3M |
| Boston Financial Mangement LLC | 0.26% | Reduce -0.2% | 45,210 | $8.3M |
| Evergreen Wealth Management, LLC | 5.57% | No change | 45,089 | $8.2M |
| Yoder Wealth Management, Inc. | 5.35% | Reduce -2.5% | 44,934 | $8.2M |
| Level Four Advisory Services, LLC | 0.45% | No change | 47,877 | $8.2M |
| Peapack Gladstone Financial Corp. | 0.13% | Add +17.1% | 44,602 | $8.1M |
| Strategic Blueprint, LLC | 0.58% | Add +8.3% | 44,505 | $8.1M |
| Whittier Trust Co. of Nevada Inc. | 0.23% | Add +7.0% | 44,498 | $8.1M |
| Donaldson Capital Management, LLC | 0.34% | Reduce -11.7% | 44,320 | $8.1M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -0.8% | 44,266 | $8.1M |
| Gilliland Jeter Wealth Management LLC | 2.81% | Add +0.5% | 44,157 | $8.1M |
| Hartline Investment Corp./ | 1.42% | New | 44,133 | $8.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.42% | Reduce -43.9% | 44,133 | $8.1M |
| Eagle Strategies LLC | 1.79% | Add +960.5% | 44,023 | $8.0M |
| Financial Perspectives, Inc | 3.04% | Reduce -2.4% | 43,948 | $8.0M |
| O'shaughnessy Asset Management, LLC | 0.09% | Reduce -1.9% | 43,883 | $8.0M |
| Ledyard National Bank | 0.77% | Reduce -5.2% | 43,778 | $8.0M |
| Integral Investment Advisors, Inc. | 3.29% | Add +13.7% | 43,578 | $7.9M |
| Kaizen Financial Strategies | 5.41% | Reduce -1.8% | 43,513 | $7.9M |
| Compass Ion Advisors, LLC | 1.14% | Add +3.2% | 43,312 | $7.9M |
| Verum Partners LLC | 2.81% | Reduce -17.8% | 43,276 | $7.9M |
| Kwmg, LLC | 0.86% | Add +1.2% | 43,207 | $7.9M |
| SouthState Bank Corp | 0.61% | Reduce -1.9% | 43,101 | $7.9M |
| New Perspectives, Inc | 4.35% | — | 43,065 | $7.9M |
| Allen Investment Management, LLC | 0.10% | No change | 43,042 | $7.9M |
| Cascade Financial Partners, LLC | 1.13% | — | 44,516 | $7.8M |
| Bradley Foster & Sargent Inc. | 0.14% | Add +0.4% | 42,640 | $7.8M |
| Cascade Wealth Advisors, Inc | 6.59% | — | 44,194 | $7.8M |
| Garden State Investment Advisory Services LLC | 2.84% | Reduce -0.4% | 42,365 | $7.8M |
| NorthRock Partners, LLC | 0.30% | Add +0.6% | 42,340 | $7.7M |
| WealthShield Partners, LLC | 1.25% | Reduce -9.3% | 42,338 | $7.7M |
| Moors & Cabot, Inc. | 0.42% | Add +10.8% | 42,195 | $7.7M |
| CVA Family Office, LLC | 1.38% | Add +0.0% | 42,177 | $7.7M |
| Twin Focus Capital Partners, LLC | 1.46% | Add +2.2% | 42,134 | $7.7M |
| Pecaut & Co. | 2.87% | New | 42,129 | $7.7M |
| Grayhawk Investment Strategies Inc. | 6.78% | Reduce -4.3% | 42,121 | $7.7M |
| Sheets Smith Wealth Management | 0.85% | Add +73.2% | 41,794 | $7.6M |
| Cedar Brook Financial Partners, LLC | 1.51% | Add +5.5% | 41,783 | $7.6M |
| Western Pacific Wealth Management, LP | 5.51% | Add +12.2% | 41,581 | $7.6M |
| Apollon Financial, LLC | 2.62% | Reduce -26.4% | 41,498 | $7.6M |
| Citizens Financial Group Inc. | 0.25% | Add +5.0% | 41,459 | $7.6M |
| Pathway Financial Advisors LLC | 2.04% | Add +1.3% | 41,302 | $7.5M |
| IAG Wealth Partners, LLC | 1.61% | Reduce -6.3% | 41,148 | $7.5M |
| Arete Wealth Advisors, LLC | 0.69% | Add +6.4% | 41,105 | $7.5M |
| Kavar Capital Partners Group, LLC | 1.38% | Reduce -51.9% | 40,899 | $7.5M |
| Focus Partners Advisor Solutions, LLC | 0.21% | Add +98.2% | 40,669 | $7.4M |
| Spire Wealth Management | 0.14% | Reduce -0.5% | 40,533 | $7.4M |
| Robertson Stephens Wealth Management, LLC | 0.40% | Add +3.2% | 40,339 | $7.4M |
| Moneta Group Investment Advisors LLC | 0.12% | Add +41.3% | 39,752 | $7.3M |
| Plotkin Financial Advisors, LLC | 4.78% | Add +2.5% | 39,492 | $7.2M |
| CWS Financial Advisors, LLC | 2.95% | Add +1.5% | 39,424 | $7.2M |
| Aberdeen Wealth Management LLC | 4.19% | Add +2.2% | 39,405 | $7.2M |
| Capital Analysts, LLC | 0.33% | Reduce -1.8% | 39,117 | $7.1M |
| Litman Gregory Wealth Management LLC | 0.65% | No change | 39,067 | $7.1M |
| Fulton Breakefield Broenniman LLC | 0.54% | Reduce -0.8% | 38,479 | $7.0M |
| Northstar Group, Inc. | 1.43% | Add +1.1% | 38,323 | $7.0M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +3.2% | 38,105 | $7.0M |
| Sigma Planning Corp | 0.22% | Add +115.2% | 37,878 | $6.9M |
| Financial Advocates Investment Management | 0.40% | Add +1.1% | 37,558 | $6.9M |
| Raab & Moskowitz Asset Management LLC | 1.91% | Reduce -0.9% | 37,372 | $6.8M |
| Hurlow Wealth Management Group, Inc. | 2.41% | Reduce -2.4% | 37,333 | $6.8M |
| Stevard, LLC | 6.14% | No change | 37,274 | $6.8M |
| Koshinski Asset Management, Inc. | 0.70% | Add +1.8% | 37,235 | $6.8M |
| Cambridge Advisors Inc. | 1.60% | Reduce -0.4% | 37,135 | $6.8M |
| Leo Wealth, LLC | 0.69% | Add +3.4% | 37,061 | $6.8M |
| Nwam LLC | 0.55% | Add +2.0% | 37,616 | $6.8M |
| Cibc World Market Inc. | 0.02% | Add +10.7% | 36,984 | $6.8M |
| StrongBox Wealth, LLC | 3.54% | Reduce -7.3% | 36,744 | $6.7M |
| Rooted Wealth Advisors, Inc. | 3.30% | Add +3.6% | 37,121 | $6.7M |
| McNamara Financial Services, Inc. | 1.43% | Reduce -2.6% | 36,614 | $6.7M |
| Prospera Financial Services Inc | 0.20% | Add +0.1% | 36,480 | $6.7M |
| Bartlett & Co. Wealth Management LLC | 0.10% | Add +5.0% | 36,318 | $6.6M |
| Independent Financial Group, LLC | 0.30% | Reduce -0.4% | 36,189 | $6.6M |
| Brightwater Advisory LLC | 5.28% | Reduce -1.6% | 36,014 | $6.6M |
| Savant Capital, LLC | 0.08% | Reduce -0.8% | 35,950 | $6.6M |
| McClarren Financial Advisors, Inc. | 4.68% | Add +0.3% | 35,691 | $6.5M |
| Weaver Consulting Group | 2.41% | Add +2.3% | 35,636 | $6.5M |
| Hollencrest Capital Management | 0.30% | Add +0.4% | 35,630 | $6.5M |
| One Degree Advisors Inc | 3.21% | Reduce -0.4% | 35,339 | $6.5M |
| GPS Wealth Strategies Group, LLC | 1.04% | Reduce -20.6% | 35,237 | $6.4M |
| BIP Wealth, LLC | 0.47% | Reduce -7.0% | 35,143 | $6.4M |
| Integrated Wealth Concepts LLC | 0.09% | Add +0.1% | 35,087 | $6.4M |
| McGlone Suttner Wealth Management, Inc. | 1.19% | Reduce -1.0% | 34,757 | $6.3M |
| Dynamic Advisor Solutions LLC | 0.21% | Add +6.9% | 34,670 | $6.3M |
| Bessemer Group Inc. | 0.01% | Add +13.8% | 34,535 | $6.3M |
| Headinvest, LLC | 1.23% | Add +2.7% | 34,501 | $6.3M |
| Ogorek Anthony Joseph /NY/ | 2.19% | Reduce -3.5% | 34,452 | $6.3M |
| Wealthspire Advisors, LLC | 0.08% | Reduce -11.3% | 34,291 | $6.3M |
| Good Life Advisors, LLC | 0.56% | Add +11.8% | 34,269 | $6.3M |
| Dagco, Inc. | 2.85% | New | 34,261 | $6.3M |
| Prudential Financial Inc. | 0.01% | Reduce -30.0% | 33,928 | $6.2M |
| Sloy Dahl & Holst, LLC | 1.46% | Add +3.1% | 33,893 | $6.2M |
| Benchmark Wealth Management, LLC | 3.37% | Add +0.7% | 33,844 | $6.2M |
| Westside Investment Management, Inc. | 1.47% | Reduce -0.9% | 33,553 | $6.1M |
| Cardiff Park Advisors, LLC | 0.58% | Add +0.1% | 33,463 | $6.1M |
| Forum Private Client Group LLC | 2.94% | Reduce -9.4% | 33,314 | $6.1M |
| Sowell Financial Services LLC | 0.29% | Reduce -5.5% | 33,131 | $6.0M |
| StoneX Group Inc. | 0.54% | Add +4.0% | 33,035 | $6.0M |
| Resurgent Financial Advisors LLC | 3.23% | Add +112.1% | 32,962 | $6.0M |
| &partners | 0.82% | Add +39.0% | 32,565 | $5.9M |
| Csenge Advisory Group | 0.33% | Add +2.0% | 32,419 | $5.9M |
| DHJJ Financial Advisors, Ltd. | 2.61% | Reduce -0.5% | 32,285 | $5.9M |
| Marcum Wealth, LLC | 0.59% | Add +2.8% | 32,040 | $5.9M |
| Ranch Capital Advisors Inc. | 3.14% | Reduce -0.6% | 31,845 | $5.8M |
| Certified Advisory Corp | 0.81% | Add +2.9% | 31,836 | $5.8M |
| Pinnacle Associates Ltd. | 0.09% | Add +10.1% | 31,799 | $5.8M |
| Blue Edge Capital, LLC | 0.97% | Reduce -1.3% | 31,793 | $5.8M |
| Muirfield Wealth Advisors LLC | 5.56% | Reduce -0.2% | 31,629 | $5.8M |
| Clear Creek Financial Management, LLC | 0.74% | Add +156.4% | 31,691 | $5.8M |
| Tennessee Valley Asset Management Partners | 1.38% | Reduce -1.7% | 31,269 | $5.7M |
| Curran Financial Partners, LLC | 1.98% | Add +0.7% | 31,192 | $5.7M |
| Tiaa Trust, National Association | 0.02% | Add +8.6% | 30,951 | $5.7M |
| FSC Wealth Advisors, LLC | 3.97% | Reduce -4.1% | 30,857 | $5.6M |
| SkyOak Wealth, LLC | 1.35% | Add +0.9% | 30,843 | $5.6M |
| Councilmark Asset Management, LLC | 4.05% | — | 30,820 | $5.6M |
| Guardian Wealth Advisors, LLC / NC | 0.69% | Add +8.3% | 30,676 | $5.6M |
| D'Orazio & Associates, Inc. | 0.90% | Reduce -16.2% | 30,648 | $5.6M |
| Financial Advisory Partners, LLC | 2.16% | Reduce -9.7% | 30,594 | $5.6M |
| Prosperity Consulting Group, LLC | 0.70% | Add +1686.7% | 30,589 | $5.6M |
| Vestmark Advisory Solutions, Inc. | 0.24% | Add +24.8% | 30,542 | $5.6M |
| Montecito Bank & Trust | 1.10% | Reduce -10.6% | 30,224 | $5.5M |
| Raffa Wealth Management, LLC | 1.64% | Reduce -54.2% | 30,060 | $5.5M |
| Arcataur Capital Management LLC | 1.97% | Reduce -1.7% | 30,026 | $5.5M |
| Flagstar Securities, Inc. | 1.52% | Add +1.6% | 29,905 | $5.5M |
| Asset Allocation Strategies LLC | 1.93% | Add +5.6% | 29,855 | $5.5M |
| Bay Rivers Group | 2.99% | Reduce -0.9% | 29,825 | $5.4M |
| Investment Partners, LTD. | 2.47% | Add +1.6% | 29,823 | $5.4M |
| Gibson Capital, LLC | 1.19% | No change | 29,752 | $5.4M |
| Trust Co. of Vermont | 0.30% | Add +2.7% | 29,705 | $5.4M |
| Moser Wealth Advisors, LLC | 3.01% | Add +5.7% | 29,628 | $5.4M |
| Davis R M Inc. | 0.11% | Reduce -19.9% | 29,559 | $5.4M |
| Philadelphia Trust Co. | 0.43% | Reduce -0.2% | 29,341 | $5.4M |
| Howard Wealth Management, LLC | 4.33% | Reduce -3.6% | 29,150 | $5.3M |
| IHT Wealth Management, LLC | 0.21% | Add +52.4% | 29,108 | $5.3M |
| City State Bank | 2.34% | Add +11.9% | 29,048 | $5.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.12% | Reduce -14.3% | 28,984 | $5.3M |
| Seven Springs Wealth Group, LLC | 2.08% | Reduce -0.0% | 28,979 | $5.3M |
| Walter & Keenan Wealth Management LLC /in/ | 1.72% | Add +29.4% | 28,667 | $5.2M |
| Kovack Advisors, Inc. | 0.63% | Reduce -0.4% | 28,663 | $5.2M |
| Keystone Financial Group | 0.77% | Add +4.0% | 28,627 | $5.2M |
| Jmac Enterprises LLC | 0.97% | Add +2.1% | 28,550 | $5.2M |
| Roman Butler Fullerton & Co. | 1.95% | Add +2.9% | 29,615 | $5.2M |
| Atria Investments, Inc | 0.07% | Reduce -1.9% | 28,394 | $5.2M |
| Colony Family Offices, LLC | 1.67% | Add +0.7% | 28,339 | $5.2M |
| Watts Gwilliam & Co., LLC | 1.60% | — | 28,464 | $5.2M |
| Amplius Wealth Advisors, LLC | 0.58% | Reduce -13.4% | 28,275 | $5.2M |
| Waller Financial Planning Group, Inc. | 1.36% | Add +15.7% | 28,001 | $5.1M |
| HM Payson & Co. | 0.09% | Add +2.5% | 27,897 | $5.1M |
| Pinnacle Financial Group, LLC / IL | 2.24% | Add +2.4% | 27,883 | $5.1M |
| Bridgewater Advisors Inc. | 0.76% | Add +0.1% | 27,861 | $5.1M |
| GW Henssler & Associates Ltd. | 0.30% | Add +10.7% | 27,796 | $5.1M |
| Staley Capital Advisers Inc. | 0.24% | Reduce -0.3% | 27,772 | $5.1M |
| Hofer & Associates. Inc | 4.26% | Add +3.1% | 27,716 | $5.1M |
| One Day In July LLC | 0.67% | Add +3.0% | 27,684 | $5.1M |
| Hoylecohen, LLC | 0.38% | Add +0.1% | 27,475 | $5.0M |
| Scott & Selber, Inc. | 1.70% | Reduce -0.7% | 27,431 | $5.0M |
| WealthBridge Capital Management, LLC | 1.68% | Add +3.1% | 27,321 | $5.0M |
| GYL Financial Synergies, LLC | 0.39% | Reduce -2.1% | 27,156 | $5.0M |
| Investment Advisory Group, LLC | 2.04% | Add +2.9% | 27,018 | $4.9M |
| Henshaw Capital LLC | 0.23% | No change | 26,988 | $4.9M |
| CSM Advisors, LLC | 0.32% | Add +7.2% | 26,734 | $4.9M |
| AE Wealth Management LLC | 0.06% | Reduce -78.8% | 26,680 | $4.9M |
| Schechter Investment Advisors, LLC | 0.36% | Add +311.9% | 26,668 | $4.9M |
| Verdence Capital Advisors LLC | 0.44% | Reduce -0.3% | 26,633 | $4.9M |
| Riverview Capital Advisers, LLC | 1.67% | Add +2.2% | 26,561 | $4.9M |
| Ridgecrest Wealth Partners, LLC | 2.88% | Add +5.7% | 26,523 | $4.8M |
| Tempus Wealth Planning, LLC | 2.13% | Reduce -0.8% | 26,478 | $4.8M |
| Oxler Private Wealth LLC | 1.88% | Reduce -0.7% | 26,301 | $4.8M |
| Strategic Financial Concepts, LLC | 1.16% | Add +777.6% | 26,276 | $4.8M |
| Acorn Wealth Advisors, LLC | 2.49% | Add +1.5% | 26,079 | $4.8M |
| CPC Advisors, LLC | 0.81% | Reduce -1.2% | 25,915 | $4.7M |
| Wade Financial Advisory, Inc | 1.72% | Reduce -1.9% | 25,788 | $4.7M |
| Mid-American Wealth Advisory Group, Inc. | 3.17% | Add +5.8% | 25,762 | $4.7M |
| Cary Street Partners Investment Advisory LLC | 0.20% | Reduce -11.1% | 25,625 | $4.7M |
| Insight Advisors, LLC/ PA | 0.91% | Reduce -25.4% | 25,604 | $4.7M |
| Morton Capital Management LLC | 1.25% | Reduce -0.4% | 25,386 | $4.6M |
| First Command Advisory Services, Inc. | 0.05% | Reduce -15.2% | 25,286 | $4.6M |
| LGL Partners, LLC | 0.77% | Add +0.3% | 25,147 | $4.6M |
| MilWealth Group LLC | 1.45% | Reduce -5.9% | 24,962 | $4.6M |
| Detalus Advisors, LLC | 1.60% | Reduce -1.8% | 24,536 | $4.5M |
| NORTHSTAR ASSET MANAGEMENT Co | 1.10% | Add +4.5% | 24,515 | $4.5M |
| Cibc World Markets Corp. | 0.03% | Add +462.7% | 24,445 | $4.5M |
| S&co Inc. | 0.31% | No change | 24,316 | $4.4M |
| Independent Family Office, LLC | 2.38% | No change | 24,248 | $4.4M |
| Summit Trail Advisors, LLC | 0.12% | Add +62.2% | 24,084 | $4.4M |
| TFB Advisors LLC | 1.59% | Add +17.0% | 25,219 | $4.4M |
| Levin Capital Strategies, L.P. | 0.44% | Add +0.0% | 24,020 | $4.4M |
| W Advisors, LLC | 2.99% | No change | 23,899 | $4.4M |
| Miller Investment Management, LP | 0.56% | No change | 23,831 | $4.4M |
| SkyView Investment Advisors, LLC | 0.81% | Reduce -7.6% | 23,808 | $4.3M |
| Keybank National Association | 0.02% | Add +4.1% | 23,309 | $4.3M |
| Cora Capital Advisors LLC | 2.27% | Add +2.7% | 23,291 | $4.3M |
| Financial Insights, Inc. | 1.22% | No change | 23,234 | $4.2M |
| FreeGulliver LLC | 3.77% | Add +2.6% | 23,191 | $4.2M |
| Hoese & Co LLP | 3.86% | Reduce -3.6% | 23,723 | $4.2M |
| Strategic Wealth Partners Group, LLC | 0.46% | Add +4.0% | 22,999 | $4.2M |
| Global Financial Private Client, LLC | 1.79% | Add +0.6% | 22,928 | $4.2M |
| Concourse Financial Group Securities, Inc. | 0.27% | Add +1.1% | 22,790 | $4.2M |
| Intelligent Financial Strategies | 2.56% | Add +0.0% | 22,631 | $4.1M |
| FLC Capital Advisors | 1.04% | Reduce -13.0% | 22,443 | $4.1M |
| Financial Guidance Group, Inc. | 2.66% | Add +0.3% | 22,405 | $4.1M |
| Per Stirling Capital Management, LLC. | 0.68% | Reduce -0.6% | 22,398 | $4.1M |
| Smart Money Group LLC | 1.59% | Reduce -10.4% | 23,357 | $4.1M |
| Private Capital Management, LLC | 0.46% | Reduce -3.4% | 22,345 | $4.1M |
| Breakwater Investment Management | 1.88% | — | 22,320 | $4.1M |
| Client 1ST Advisory Group, LLC | 1.83% | No change | 22,258 | $4.1M |
| New Insight Wealth Advisors | 2.53% | Reduce -1.0% | 22,178 | $4.0M |
| Farther Finance Advisors, LLC | 0.25% | Add +9.4% | 22,304 | $4.0M |
| First National Bank of Mount Dora, Trust Investment Services | 0.98% | Add +1.6% | 22,041 | $4.0M |
| Theory Financial LLC | 2.03% | Reduce -5.6% | 21,809 | $4.0M |
| Vantage Financial Partners, LLC | 1.07% | Add +3.1% | 21,782 | $4.0M |
| Abbot Financial Management, Inc. | 2.19% | Add +1.7% | 21,717 | $4.0M |
| Prospect Financial Services LLC | 3.26% | Add +7.9% | 21,648 | $4.0M |
| Salem Investment Counselors Inc. | 0.13% | Add +7.3% | 21,592 | $3.9M |
| Gratus Wealth Advisors, LLC | 0.72% | Reduce -44.5% | 22,641 | $3.9M |
| Heritage Trust Co | 0.52% | Reduce -0.5% | 21,408 | $3.9M |
| Spirepoint Private Client, LLC | 0.59% | — | 21,376 | $3.9M |
| Bell Investment Advisors, Inc | 0.76% | Reduce -0.3% | 21,296 | $3.9M |
| Empower Advisory Group, LLC | 0.01% | Add +0.7% | 21,277 | $3.9M |
| Forza Wealth Management, LLC | 2.02% | No change | 21,252 | $3.9M |
| Graypoint LLC | 0.28% | Reduce -0.4% | 21,246 | $3.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -4.0% | 21,218 | $3.9M |
| Safeguard Investment Advisory Group, LLC | 1.31% | Reduce -8.6% | 21,200 | $3.9M |
| Fortis Advisors, LLC | 2.58% | Add +0.4% | 21,137 | $3.9M |
| Marino, Stram & Associates LLC | 0.91% | Add +3.9% | 21,134 | $3.9M |
| Earned Wealth Advisors, LLC | 1.47% | New | 21,093 | $3.9M |
| Townsquare Capital LLC | 0.06% | Add +23.2% | 21,032 | $3.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -7.9% | 21,001 | $3.8M |
| Arrowroot Family Office, LLC | 2.46% | Add +1.2% | 20,997 | $3.8M |
| Cornerstone Advisors Asset Management, LLC | 1.34% | No change | 20,909 | $3.8M |
| HUB Investment Partners, LLC | 0.21% | Add +7.3% | 20,856 | $3.8M |
| OneAscent Financial Services LLC | 0.42% | Reduce -3.1% | 20,787 | $3.8M |
| Fort Washington Investment Advisors Inc. | 0.02% | Reduce -2.5% | 20,665 | $3.8M |
| Garrett Wealth Advisory Group, LLC | 1.54% | Reduce -6.9% | 20,660 | $3.8M |
| Bank of Hawaii | 0.18% | No change | 20,599 | $3.8M |
| Dentgroup LLC | 3.08% | Add +0.1% | 20,349 | $3.7M |
| Schmidt P J Investment Management Inc. | 0.70% | Add +9.0% | 20,253 | $3.7M |
| Archer Investment Corp | 1.11% | Reduce -4.7% | 20,215 | $3.7M |
| Channel Wealth LLC | 1.48% | Reduce -5.3% | 20,137 | $3.7M |
| Conservest Capital Advisors, Inc. | 0.37% | Reduce -20.3% | 20,112 | $3.7M |
| Riverpoint Wealth Management Holdings, LLC | 1.02% | Reduce -0.1% | 20,081 | $3.7M |
| Fonville Wealth Management LLC | 1.62% | Reduce 0.0% | 20,062 | $3.7M |
| Mainsail Asset Management, LLC | 2.98% | Add +0.2% | 20,021 | $3.7M |
| St Germain D J Co. Inc. | 0.18% | Reduce -0.3% | 20,020 | $3.7M |
| Laird Norton Wetherby Wealth Management, LLC | 0.17% | Add +0.2% | 19,988 | $3.6M |
| Cambridge Capital Management, LLC | 2.85% | Reduce -0.8% | 19,934 | $3.6M |
| CoreFirst Bank & Trust | 2.26% | Reduce -0.8% | 19,835 | $3.6M |
| Seamount Financial Group Inc. | 3.17% | Add +4.2% | 19,821 | $3.6M |
| Novak & Powell Financial Services, Inc. | 2.71% | Reduce -0.0% | 19,808 | $3.6M |
| Kiley Juergens Wealth Management, LLC | 1.12% | Reduce -0.4% | 19,784 | $3.6M |
| Buttonwood Financial Advisors Inc. | 1.70% | Reduce -1.1% | 19,773 | $3.6M |
| Evanson Asset Management, LLC | 0.27% | Add +5.9% | 19,691 | $3.6M |
| Madden Advisory Services, Inc. | 1.89% | Reduce -2.2% | 19,675 | $3.6M |
| Farmers & Merchants Investments Inc. | 0.12% | Reduce -1.3% | 19,609 | $3.6M |
| Charter Oak Capital Management, LLC | 0.38% | Reduce -2.2% | 19,600 | $3.6M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -42.2% | 19,516 | $3.6M |
| Northwest Financial Advisors | 3.91% | Add +13.7% | 19,479 | $3.6M |
| Kaydan Wealth Management, Inc. | 1.21% | Add +1.2% | 19,458 | $3.6M |
| American Institute for Advanced Investment Management, LLP | 2.80% | Reduce -1.0% | 19,390 | $3.5M |
| Secure Asset Management, LLC | 0.83% | Reduce -21.7% | 19,303 | $3.5M |
| Tower View Wealth Management LLC | 2.06% | Reduce -1.0% | 19,297 | $3.5M |
| Calydon Capital | 0.66% | Add +60.6% | 19,407 | $3.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.56% | Add +4.8% | 19,908 | $3.5M |
| KCM Investment Advisors LLC | 0.13% | Reduce -0.8% | 19,202 | $3.5M |
| Power Wealth Management LLC | 2.20% | Reduce -13.6% | 19,184 | $3.5M |
| CORDA Investment Management, LLC. | 0.28% | Add +1.8% | 19,166 | $3.5M |
| PFG Investments, LLC | 0.21% | Add +145.3% | 19,001 | $3.5M |
| Commerce Bank | 0.02% | Add +4.7% | 18,944 | $3.5M |
| Pension & Wealth Management Advisors, Inc. | 2.27% | Reduce -1.6% | 18,923 | $3.5M |
| Columbia Asset Management | 0.70% | Add +0.0% | 20,200 | $3.4M |
| Baron Wealth Management LLC | 1.82% | Reduce -1.3% | 18,821 | $3.4M |
| St. Louis Trust Co | 0.54% | No change | 19,220 | $3.4M |
| Johnson Bixby & Associates, LLC | 0.59% | Reduce -1.9% | 18,587 | $3.4M |
| CPA Asset Management Group, LLC | 1.90% | Add +0.1% | 18,564 | $3.4M |
| JMG Financial Group, Ltd. | 0.13% | Reduce -2.5% | 18,545 | $3.4M |
| Trilogy Capital Inc. | 0.19% | Reduce -1.4% | 18,531 | $3.4M |
| Cutler Investment Counsel LLC | 0.45% | Add +1.8% | 18,468 | $3.4M |
| Norway Savings Bank | 1.41% | Add +1.5% | 18,457 | $3.4M |
| Sard Wealth Management Group, LLC | 3.03% | Add +4.7% | 18,355 | $3.4M |
| Benedict Financial Advisors Inc. | 0.85% | Reduce -6.9% | 18,310 | $3.3M |
| Fort Sheridan Advisors LLC | 0.62% | Add +16.9% | 18,140 | $3.3M |
| Mill Creek Capital Advisors, LLC | 0.09% | Reduce -0.3% | 18,121 | $3.3M |
| Von Berge Wealth Management Group, LLC | 2.13% | Add +5.9% | 18,119 | $3.3M |
| Brighton Jones LLC | 0.12% | Reduce -0.5% | 18,064 | $3.3M |
| Spreng Capital Management, Inc. | 1.78% | Add +22.7% | 18,035 | $3.3M |
| Financial Management Network Inc. | 0.83% | Reduce -1.2% | 18,478 | $3.3M |
| Ehrlich Financial Group | 2.77% | Reduce -5.9% | 18,008 | $3.3M |
| Embree Financial Group | 0.64% | Reduce -2.2% | 17,960 | $3.3M |
| Patton Albertson Miller Group, LLC | 0.49% | Reduce -4.5% | 17,901 | $3.3M |
| Moseley Investment Management Inc. | 1.62% | Reduce -3.3% | 17,831 | $3.3M |
| Private Portfolio Partners LLC | 0.67% | Reduce -0.9% | 17,643 | $3.2M |
| St. Clair Advisors, LLC | 1.04% | Add +0.0% | 17,528 | $3.2M |
| Caprock Group, LLC | 0.18% | Add +7.7% | 17,458 | $3.2M |
| Tarbox Family Office, Inc. | 0.56% | Add +0.3% | 17,405 | $3.2M |
| Ausdal Financial Partners, Inc. | 0.37% | Add +13.3% | 17,375 | $3.2M |
| Keating Wealth Management LLC | 1.90% | Add +5.5% | 17,366 | $3.2M |
| Wedmont Private Capital | 0.23% | Add +2.8% | 17,628 | $3.2M |
| Blue Chip Partners, LLC | 0.31% | Add +1.6% | 17,320 | $3.2M |
| Parsons Capital Management Inc. | 0.22% | Add +8.7% | 17,308 | $3.2M |
| Atticus Wealth Management, LLC | 1.02% | Add +1.6% | 17,088 | $3.1M |
| GSG Advisors LLC | 1.15% | Reduce -16.2% | 17,327 | $3.1M |
| Nations Financial Group Inc, /Ia/ | 0.26% | Add +11.7% | 16,955 | $3.1M |
| Sugar Maple Asset Management, LLC | 2.98% | — | 16,938 | $3.1M |
| Gouws Capital LLC | 2.34% | Reduce -0.8% | 16,937 | $3.1M |
| White Wing Wealth Management | 2.56% | New | 17,013 | $3.1M |
| Trek Financial, LLC | 0.24% | Add +16.4% | 16,872 | $3.1M |
| Simon Quick Advisors, LLC | 0.23% | Reduce -7.9% | 16,859 | $3.1M |
| Pathway Financial Advisers, LLC | 1.10% | Add +12.4% | 16,748 | $3.1M |
| CGN Advisors LLC | 0.39% | Reduce -0.8% | 16,690 | $3.0M |
| FMA Wealth Management, LLC | 2.52% | Add +1.6% | 16,631 | $3.0M |
| Pallas Capital Advisors LLC | 0.13% | Add +2.5% | 16,610 | $3.0M |
| Centurion Wealth Management LLC | 1.19% | Reduce -3.5% | 16,597 | $3.0M |
| Van Hulzen Asset Management, LLC | 0.20% | Reduce -1.7% | 16,590 | $3.0M |
| Farrell Financial LLC | 2.48% | Reduce -3.4% | 16,557 | $3.0M |
| TBH Global Asset Management, LLC | 0.60% | Reduce -30.5% | 16,477 | $3.0M |
| Mayflower Financial Advisors, LLC | 0.50% | Reduce -2.2% | 16,477 | $3.0M |
| United Services Automobile Association | 0.07% | Reduce -6.4% | 16,380 | $3.0M |
| Beacon Financial Advisory LLC | 1.45% | Reduce -0.5% | 16,276 | $3.0M |
| Wilmington Savings Fund Society, FSB | 0.11% | — | 16,253 | $3.0M |
| WCG Wealth Advisors LLC | 0.25% | Reduce -20.4% | 16,177 | $3.0M |
| Winthrop Advisory Group LLC | 0.43% | Reduce -1.6% | 16,143 | $2.9M |
| Beacon Bridge Wealth Partners, LLC | 1.39% | Reduce -10.8% | 16,087 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +0.4% | 16,077 | $2.9M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +0.4% | 16,077 | $2.9M |
| Stablepoint Partners, LLC | 0.59% | Add +23.2% | 16,009 | $2.9M |
| L. Roy Papp & Associates, LLP | 0.35% | Add +6.7% | 15,931 | $2.9M |
| Pinnacle Bancorp, Inc. | 0.86% | Add +0.2% | 15,927 | $2.9M |
| Williams Jones Wealth Management, LLC. | 0.04% | Add +2.0% | 15,891 | $2.9M |
| Wealthspire Retirement, LLC | 0.25% | Reduce -0.1% | 15,869 | $2.9M |
| Moulton Wealth Management, Inc. | 3.03% | Add +101.4% | 15,813 | $2.9M |
| Tranquility Partners, LLC | 1.11% | Add +0.8% | 15,732 | $2.9M |
| Moloney Securities Asset Management, LLC | 0.44% | Add +2.3% | 15,719 | $2.9M |
| SteelPeak Wealth, LLC | 0.15% | Add +1.4% | 15,650 | $2.9M |
| Sandy Spring Bank | 0.13% | Add +12.7% | 15,627 | $2.9M |
| SeaCrest Wealth Management, LLC | 0.35% | Add +6.8% | 15,599 | $2.8M |
| Tobias Financial Advisors, Inc. | 0.65% | Reduce -0.7% | 15,592 | $2.8M |
| Leeward Financial Partners, LLC | 1.20% | No change | 15,549 | $2.8M |
| Sax Wealth Advisors, LLC | 0.33% | Add +10.5% | 15,496 | $2.8M |
| Chicago Partners Investment Group LLC | 0.12% | Add +1.3% | 15,966 | $2.8M |
| Landmark Wealth Management, LLC | 1.30% | Reduce -1.1% | 15,399 | $2.8M |
| Carmichael Hill & Associates, Inc. | 1.16% | Reduce -0.1% | 15,362 | $2.8M |
| Transamerica Financial Advisors, LLC | 0.29% | Reduce -0.3% | 15,356 | $2.8M |
| Kingswood Wealth Advisors, LLC | 0.32% | Reduce -30.2% | 15,246 | $2.8M |
| Hohimer Wealth Management, LLC | 0.65% | Reduce -2.5% | 15,164 | $2.8M |
| Lake Street Private Wealth, LLC | 0.38% | Reduce -1.6% | 15,143 | $2.8M |
| SC&H Financial Advisors, Inc. | 0.72% | Add +0.1% | 15,126 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -42.9% | 15,078 | $2.8M |
| Cantor Fitzgerald, L. P. | 0.66% | New | 15,000 | $2.7M |
| Retirement Group, LLC | 0.98% | Reduce -2.0% | 14,912 | $2.7M |
| Wellspring Financial Advisors, LLC | 0.43% | Add +0.1% | 14,835 | $2.7M |
| Centaurus Financial, Inc. | 0.19% | Reduce -3.3% | 14,747 | $2.7M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.03% | Add +0.5% | 15,328 | $2.7M |
| Regions Financial Corp. | 0.02% | Reduce -10.9% | 14,727 | $2.7M |
| Sunburst Financial Group, LLC | 0.76% | Reduce -5.9% | 14,791 | $2.7M |
| Advisory Research Inc. | 0.53% | No change | 14,544 | $2.7M |
| Great Lakes Advisors, LLC | 0.02% | Reduce -6.3% | 14,515 | $2.7M |
| Armstrong Advisory Group, Inc. | 0.26% | No change | 15,483 | $2.6M |
| Opus Capital Group, LLC | 0.38% | Reduce -6.3% | 14,411 | $2.6M |
| Stonegate Investment Group, LLC | 0.08% | Add +0.4% | 14,400 | $2.6M |
| Arax Advisory Partners | 0.28% | Reduce -39.2% | 14,387 | $2.6M |
| Linscomb Wealth, Inc. | 0.13% | Reduce -3.2% | 14,298 | $2.6M |
| Citizens National Bank Trust Department | 0.60% | Reduce -5.1% | 14,198 | $2.6M |
| Choreo, LLC | 0.07% | Reduce -6.6% | 14,192 | $2.6M |
| Schwallier Wealth Management LLC | 2.08% | Reduce -5.0% | 14,159 | $2.6M |
| Zhang Financial LLC | 0.19% | Add +8.0% | 14,028 | $2.6M |
| Fidelity D & D Bancorp Inc. | 1.92% | Add +0.4% | 14,021 | $2.6M |
| Dupree Financial Group, LLC | 1.20% | Add +3.2% | 13,956 | $2.5M |
| Sonata Capital Group Inc. | 1.16% | No change | 13,922 | $2.5M |
| Affiance Financial, LLC | 0.69% | Reduce -1.1% | 13,901 | $2.5M |
| Belpointe Asset Management LLC | 0.19% | Reduce -5.0% | 13,899 | $2.5M |
| Kelleher Financial Advisors | 1.05% | Add +24.1% | 13,851 | $2.5M |
| First PREMIER Bank | 0.67% | Reduce -0.3% | 13,781 | $2.5M |
| Exencial Wealth Advisors, LLC | 0.09% | Reduce -3.1% | 13,766 | $2.5M |
| Tocqueville Asset Management L.P. | 0.04% | Add +0.0% | 13,629 | $2.5M |
| RFG Advisory, LLC | 0.08% | Add +15.2% | 13,555 | $2.5M |
| Harbor Investment Advisory, LLC | 0.26% | Add +1.4% | 13,551 | $2.5M |
| SRH Advisors, LLC | 0.78% | No change | 13,491 | $2.5M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -0.3% | 13,335 | $2.4M |
| Caldwell Trust Co | 0.28% | Reduce -2.6% | 13,325 | $2.4M |
| LaSalle St. Investment Advisors, LLC | 1.37% | Reduce -15.6% | 13,369 | $2.4M |
| Shira Ridge Wealth Management | 1.39% | Reduce -3.8% | 13,312 | $2.4M |
| Pps&v Asset Management Consultants, Inc. | 1.78% | Reduce -10.5% | 13,267 | $2.4M |
| Brown Brothers Harriman & Co. | 0.02% | Add +18.1% | 13,185 | $2.4M |
| Keystone Wealth Services, LLC | 0.78% | Add +257.9% | 13,165 | $2.4M |
| Wilson & Boucher Capital Management, LLC | 1.88% | Add +3.6% | 13,090 | $2.4M |
| LexAurum Advisors, LLC | 0.61% | Reduce -3.8% | 13,074 | $2.4M |
| Caldwell Sutter Capital, Inc. | 1.15% | Add +3.2% | 13,058 | $2.4M |
| Smith Salley Wealth Management | 0.18% | Add +0.1% | 13,033 | $2.4M |
| FC Advisory LLC | 0.87% | Reduce -0.9% | 12,972 | $2.4M |
| Uptick Partners, LLC | 1.80% | Add +1.9% | 12,948 | $2.4M |
| Accel Wealth Management | 1.00% | Add +1.0% | 12,939 | $2.4M |
| Financial Counselors Inc. | 0.04% | Add +4.1% | 12,876 | $2.4M |
| Perennial Investment Advisors, LLC | 0.35% | Reduce -0.3% | 12,760 | $2.3M |
| Oliver Luxxe Assets LLC | 0.49% | Reduce -1.8% | 12,717 | $2.3M |
| 9258 Wealth Management, LLC | 0.36% | Add +2.8% | 12,715 | $2.3M |
| Crescent Grove Advisors, LLC | 0.24% | Add +6.9% | 12,710 | $2.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.07% | Reduce -3.0% | 12,700 | $2.3M |
| Argent Trust Co | 0.10% | Add +8.8% | 12,684 | $2.3M |
| Walkner Condon Financial Advisors LLC | 0.49% | Add +10.6% | 12,671 | $2.3M |
| Roger Wittlin Investment Advisory, LLC | 1.62% | Reduce -29.0% | 12,624 | $2.3M |
| First National Trust Co | 0.09% | Add +1.3% | 12,584 | $2.3M |
| Becker Capital Management Inc. | 0.08% | Reduce -2.3% | 12,535 | $2.3M |
| Joseph P. Lucia & Associates, LLC | 1.23% | Reduce -0.1% | 12,532 | $2.3M |
| Atlas Capital Advisors Inc. | 0.36% | Add +6.8% | 12,491 | $2.3M |
| Castlekeep Investment Advisors LLC | 1.64% | Reduce -1.9% | 12,481 | $2.3M |
| Aviance Capital Partners, LLC | 0.34% | Add +3.1% | 12,470 | $2.3M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Reduce -1.7% | 12,444 | $2.3M |
| Hall Capital Management Co. Inc. | 1.12% | Add +5.1% | 12,422 | $2.3M |
| International Assets Investment Management, LLC | 0.24% | Add +4.8% | 12,474 | $2.3M |
| Pinnacle Financial Partners Inc | 0.05% | Add +2.9% | 12,377 | $2.3M |
| Hazlett, Burt & Watson, Inc. | 1.35% | Add +5.6% | 12,377 | $2.3M |
| Pekin Hardy Strauss, Inc. | 0.31% | Add +6.0% | 12,353 | $2.3M |
| Durante & Waters, LLC | 2.05% | Reduce -1.2% | 12,303 | $2.2M |
| Roberts Glore & Co. Inc. | 0.67% | Reduce -0.1% | 12,298 | $2.2M |
| Geneos Wealth Management Inc. | 0.10% | Reduce -14.7% | 12,258 | $2.2M |
| Proficio Capital Partners LLC | 0.25% | Add +0.3% | 12,251 | $2.2M |
| Ritholtz Wealth Management | 0.08% | Add +7.7% | 12,249 | $2.2M |
| Wetzel Investment Advisors, Inc. | 1.32% | Reduce -1.7% | 12,870 | $2.2M |
| Fidelis Capital Partners, LLC | 0.34% | Reduce -7.2% | 12,225 | $2.2M |
| Reynders McVeigh Capital Management, LLC | 0.13% | Reduce -2.0% | 12,223 | $2.2M |
| Busey Bank | 0.08% | Reduce -0.9% | 12,217 | $2.2M |
| North Star Asset Management Inc. | 0.10% | Add +11.7% | 12,155 | $2.2M |
| Round Rock Advisors LLC | 0.53% | Reduce -0.9% | 12,151 | $2.2M |
| Fiduciary Trust Co | 0.03% | Reduce -12.7% | 12,139 | $2.2M |
| Wedbush Securities Inc. | 0.08% | Add +19.0% | 12,122 | $2.2M |
| WNY Asset Management, LLC | 0.34% | Add +0.4% | 12,032 | $2.2M |
| Lion Street Advisors, LLC | 0.90% | No change | 12,877 | $2.2M |
| MKT Advisors LLC | 1.20% | Reduce -4.1% | 12,313 | $2.2M |
| Roundview Capital LLC | 0.18% | Add +2.3% | 11,960 | $2.2M |
| Bokf, NA | 0.04% | Add +9.3% | 11,967 | $2.2M |
| Nicolet Advisory Services, LLC | 0.22% | Reduce -1.2% | 11,970 | $2.2M |
| Beese Fulmer Investment Management, Inc. | 0.20% | Add +0.2% | 11,753 | $2.1M |
| Jacobi Capital Management LLC | 0.20% | Reduce -0.0% | 11,742 | $2.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.07% | Add +29.5% | 11,733 | $2.1M |
| Stock Yards Bank & Trust Co. | 0.07% | Add +39.2% | 11,724 | $2.1M |
| Cornell Pochily Investment Advisors, Inc. | 0.85% | Add +1.9% | 11,712 | $2.1M |
| Childress Capital Advisors, LLC | 0.62% | No change | 11,686 | $2.1M |
| Eldridge Investment Advisors, Inc. | 0.55% | No change | 11,665 | $2.1M |
| Xponance LLC | 0.02% | No change | 11,650 | $2.1M |
| Sapient Capital LLC | 0.05% | Add +107.9% | 11,553 | $2.1M |
| Advisors Capital Management, LLC | 0.04% | Reduce -11.2% | 11,535 | $2.1M |
| Krilogy Financial LLC | 0.16% | Add +1.2% | 11,443 | $2.1M |
| Duncan Williams Asset Management, LLC | 1.88% | — | 11,408 | $2.1M |
| SWAN Capital LLC | 1.18% | Add +27.4% | 11,366 | $2.1M |
| TrueWealth Advisors, LLC | 0.80% | Reduce -1.1% | 11,340 | $2.1M |
| Tandem Capital Management Corp. | 1.17% | Add +0.8% | 11,336 | $2.1M |
| Southeast Asset Advisors, LLC | 0.25% | Add +8.2% | 11,314 | $2.1M |
| Capital Planning LLC | 0.67% | Add +14.9% | 11,296 | $2.1M |
| FineMark National Bank & Trust | 0.08% | Reduce -0.2% | 11,292 | $2.1M |
| Weinberger Asset Management, Inc | 0.99% | Add +1.5% | 11,224 | $2.0M |
| Thoroughbred Financial Services, LLC | 0.20% | Reduce -8.4% | 11,182 | $2.0M |
| Breed's Hill Capital LLC | 1.87% | No change | 11,112 | $2.0M |
| Latitude Advisors, LLC | 1.26% | Add +3.1% | 11,064 | $2.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.22% | Add +31.0% | 11,006 | $2.0M |
| Planning Center, Inc. | 0.43% | Reduce -1.6% | 10,930 | $2.0M |
| Mascoma Wealth Management LLC | 0.57% | Reduce -30.8% | 10,876 | $2.0M |
| Aries Wealth Management | 0.64% | Reduce -0.6% | 10,858 | $2.0M |
| Cambridge Financial Group, LLC | 0.94% | Reduce -1.9% | 10,838 | $2.0M |
| Matthew Goff Investment Advisor, LLC | 0.40% | Reduce -1.7% | 10,804 | $2.0M |
| West Bancorporation Inc. | 1.29% | Add +2.7% | 10,789 | $2.0M |
| Galvin, Gaustad & Stein, LLC | 0.18% | Add +0.8% | 10,740 | $2.0M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.83% | Reduce -1.3% | 11,099 | $2.0M |
| Meridian Financial Advisors, LLC | 1.45% | Add +0.7% | 10,654 | $1.9M |
| Evercore Wealth Management, LLC | 0.03% | No change | 10,631 | $1.9M |
| Eudaimonia Advisors LLC | 1.03% | Add +1.1% | 10,604 | $1.9M |
| IMS Capital Management | 0.90% | Reduce -2.9% | 10,573 | $1.9M |
| Collective Family Office LLC | 0.62% | Add +0.1% | 10,531 | $1.9M |
| Strategic Wealth Partners, Ltd. | 0.21% | Add +53.8% | 10,504 | $1.9M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.15% | Reduce -10.7% | 10,463 | $1.9M |
| ICA Group Wealth Management, LLC | 0.38% | Add +20.8% | 10,444 | $1.9M |
| Ironwood Investment Counsel, LLC | 0.33% | Reduce -14.0% | 10,384 | $1.9M |
| Saxon Interests, Inc. | 0.90% | Add +3.3% | 10,372 | $1.9M |
| CJM Wealth Advisers, Ltd. | 0.72% | Add +5.1% | 10,372 | $1.9M |
| Defined Wealth Management, LLC | 1.36% | Reduce -0.1% | 10,365 | $1.9M |
| Advisor Resource Council | 0.80% | Reduce -90.3% | 11,035 | $1.9M |
| Acima Private Wealth, LLC | 0.69% | Add +0.7% | 10,292 | $1.9M |
| Spinnaker Investment Group, LLC | 0.53% | Reduce -0.8% | 10,290 | $1.9M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.78% | Reduce -1.6% | 10,287 | $1.9M |
| Cornerstone Management, Inc. | 0.41% | Reduce -9.0% | 10,108 | $1.8M |
| Beacon Capital Management, LLC | 0.38% | Reduce -14.3% | 10,098 | $1.8M |
| TFG Advisers LLC | 0.72% | Add +0.0% | 10,098 | $1.8M |
| Pitti Group Wealth Management, LLC | 2.06% | Reduce -1.1% | 10,368 | $1.8M |
| Joseph Group Capital Management | 0.92% | Add +7.1% | 10,076 | $1.8M |
| Mad River Investors | 1.27% | No change | 10,052 | $1.8M |
| Miramar Capital, LLC | 0.46% | Reduce -4.7% | 10,251 | $1.8M |
| Ashton Thomas Private Wealth, LLC | 0.10% | Add +18.9% | 9,983 | $1.8M |
| Sweeney & Michel, LLC | 0.81% | — | 10,014 | $1.8M |
| Robinson Smith Wealth Advisors LLC | 1.74% | Reduce -0.1% | 9,921 | $1.8M |
| Compound Planning, Inc. | 0.17% | Reduce -7.5% | 9,905 | $1.8M |
| Howard Capital Management, LLC | 0.20% | Add +11.4% | 9,871 | $1.8M |
| Fiduciary Family Office, LLC | 0.71% | No change | 9,850 | $1.8M |
| Duncker Streett & Co. Inc. | 0.35% | Reduce -0.8% | 9,794 | $1.8M |
| Bath Savings Trust Co | 0.19% | Add +20.8% | 9,780 | $1.8M |
| LRI Investments, LLC | 0.45% | — | 9,722 | $1.8M |
| Axxcess Wealth Management, LLC | 0.05% | Reduce -0.6% | 9,714 | $1.8M |
| Anson Capital, Inc. | 2.55% | Add +0.9% | 9,705 | $1.8M |
| Private Trust Co. NA | 0.19% | Reduce -3.8% | 9,654 | $1.8M |
| Lake Street Advisors Group, LLC | 0.08% | Add +5.2% | 9,650 | $1.8M |
| Glen Eagle Advisors, LLC | 0.33% | Add +4.8% | 9,633 | $1.8M |
| Invst, LLC | 0.21% | Reduce -8.6% | 9,679 | $1.8M |
| DF Dent & Co. Inc. | 0.02% | Reduce -1.0% | 9,569 | $1.7M |
| Cassaday & Co Wealth Management LLC | 0.06% | Add +3.8% | 9,552 | $1.7M |
| HBC Financial Services, PLLC | 1.18% | Reduce -5.0% | 10,000 | $1.7M |
| Fairhaven Wealth Management, LLC | 0.59% | Reduce -57.8% | 9,487 | $1.7M |
| Founders Financial Securities LLC | 0.18% | Reduce -4.3% | 9,446 | $1.7M |
| Avior Wealth Management, LLC | 0.08% | Add +16.1% | 9,432 | $1.7M |
| Cape Cod Five Cents Savings Bank | 0.17% | Reduce -6.2% | 9,396 | $1.7M |
| Novare Capital Management LLC | 0.15% | Add +11.2% | 9,377 | $1.7M |
| RPG Investment Advisory, LLC | 0.25% | Reduce -3.0% | 9,284 | $1.7M |
| Personal Cfo Solutions, LLC | 0.26% | Add +0.0% | 9,258 | $1.7M |
| Verity & Verity, LLC | 0.19% | Add +8.3% | 9,196 | $1.7M |
| Foundations Investment Advisors, LLC | 0.04% | Reduce -1.8% | 8,975 | $1.6M |
| Gladstone Institutional Advisory LLC | 0.09% | Reduce -45.4% | 8,943 | $1.6M |
| waypoint wealth counsel | 1.26% | Add +10.5% | 8,936 | $1.6M |
| Valley Forge Investment Consultants Inc. Adv | 0.64% | Add +1.2% | 8,931 | $1.6M |
| Keudell/Morrison Wealth Management | 0.49% | Add +0.6% | 8,905 | $1.6M |
| Cypress Wealth Services, LLC | 0.38% | Add +0.0% | 8,901 | $1.6M |
| National Wealth Management Group, LLC | 1.26% | Reduce -24.8% | 8,898 | $1.6M |
| Monterey Private Wealth, Inc. | 0.65% | Reduce -0.7% | 8,873 | $1.6M |
| Consolidated Portfolio Review Corp | 0.42% | Add +0.5% | 8,826 | $1.6M |
| BOS Asset Management, LLC | 0.85% | Reduce -23.0% | 8,825 | $1.6M |
| Nova R Wealth, Inc. | 0.84% | Add +0.8% | 8,823 | $1.6M |
| AIMZ Investment Advisors, LLC | 0.60% | Reduce -0.4% | 8,798 | $1.6M |
| Ethos Financial Group, LLC | 0.31% | Add +1.4% | 8,783 | $1.6M |
| Wolff Financial Management LLC | 0.47% | Add +0.0% | 8,776 | $1.6M |
| Signature Estate & Investment Advisors LLC | 0.05% | Add +13.0% | 8,769 | $1.6M |
| Birchcreek Wealth Management, LLC | 0.84% | Add +1.2% | 8,751 | $1.6M |
| Emerald Advisors, LLC | 0.28% | Add +3.7% | 8,733 | $1.6M |
| Moneco Advisors, LLC | 0.25% | Reduce -16.9% | 8,725 | $1.6M |
| Jag Capital Management, LLC | 0.22% | Add +96.2% | 8,637 | $1.6M |
| J. W. Coons Advisors, LLC | 0.28% | Reduce -2.6% | 8,634 | $1.6M |
| Townsend Asset Management Corp. /NC/ | 0.63% | Reduce -15.3% | 8,626 | $1.6M |
| Talisman Wealth Advisors LLC | 1.98% | Reduce -1.8% | 8,617 | $1.6M |
| Bridgewealth Advisory Group, LLC | 0.77% | Reduce -14.7% | 8,581 | $1.6M |
| Capital Investment Advisory Services, LLC | 0.17% | Reduce -10.6% | 8,534 | $1.6M |
| Avity Investment Management Inc. | 0.13% | Add +2.2% | 8,517 | $1.6M |
| Quantinno Capital Management LP | 0.03% | Add +232.5% | 8,515 | $1.6M |
| Sepio Capital, LP | 0.13% | No change | 8,508 | $1.6M |
| Albion Financial Group | 0.12% | Reduce -1.1% | 8,508 | $1.6M |
| Madison Park Capital Advisors, LLC | 1.35% | Add +4.7% | 8,481 | $1.5M |
| Capital Advisors Inc. | 0.03% | Add +1.3% | 8,428 | $1.5M |
| Atlantic Edge Private Wealth Management, LLC | 0.53% | Reduce -1.6% | 8,384 | $1.5M |
| Arq Wealth Advisors, LLC | 0.66% | Reduce -0.3% | 8,351 | $1.5M |
| Sand Hill Global Advisors, LLC | 0.07% | Add +26.6% | 8,347 | $1.5M |
| Bluesphere Advisors LLC | 0.84% | Add +0.6% | 8,334 | $1.5M |
| Paragon Financial Partners, Inc. | 1.25% | Add +5.7% | 8,298 | $1.5M |
| Wolverine Trading, LLC | 0.02% | New | 8,239 | $1.5M |
| L.M. Kohn & Company | 0.42% | Add +15.3% | 8,216 | $1.5M |
| Biltmore Family Office, LLC | 0.30% | No change | 8,209 | $1.5M |
| Chicago Capital, LLC | 0.05% | Add +15.9% | 8,196 | $1.5M |
| Bienville Capital Management, LLC | 0.46% | Add +0.1% | 8,195 | $1.5M |
| IRON Financial LLC | 0.83% | Add +0.3% | 8,157 | $1.5M |
| Arkos Global Advisors | 0.25% | New | 8,111 | $1.5M |
| Keeley-Teton Advisors, LLC | 0.18% | Add +0.8% | 8,098 | $1.5M |
| Motco | 0.09% | Reduce -0.2% | 8,097 | $1.5M |
| Nottingham Advisors, Inc. | 0.18% | Reduce -0.6% | 8,096 | $1.5M |
| Aua Capital Management, LLC | 0.85% | Reduce -5.8% | 8,092 | $1.5M |
| Relyea Zuckerberg Hanson LLC | 0.26% | Add +0.1% | 8,061 | $1.5M |
| BNC Wealth Management, LLC | 0.63% | No change | 8,040 | $1.5M |
| First Commonwealth Financial Corp | 0.39% | New | 8,040 | $1.5M |
| BluePointe Capital Management, LLC | 1.01% | No change | 8,024 | $1.5M |
| Inspirion Wealth Advisors, LLC | 0.24% | No change | 7,995 | $1.5M |
| Sage Investment Advisers LLC | 1.67% | Add +3.2% | 7,961 | $1.5M |
| Creative Financial Designs Inc. | 0.14% | Reduce -14.3% | 7,941 | $1.5M |
| Gateway Wealth Partners, LLC | 0.51% | Add +2.6% | 7,811 | $1.4M |
| Walleye Trading LLC | 0.02% | New | 7,798 | $1.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.08% | Add +3.0% | 7,794 | $1.4M |
| C M Bidwell & Associates Ltd. | 0.96% | Reduce -2.7% | 7,762 | $1.4M |
| NovaPoint Capital, LLC | 0.50% | No change | 7,760 | $1.4M |
| Viawealth, LLC | 0.89% | Reduce -5.5% | 7,755 | $1.4M |
| Great Diamond Partners, LLC | 0.32% | Reduce -15.3% | 7,730 | $1.4M |
| Founders Financial Alliance, LLC | 0.42% | Add +5.2% | 7,692 | $1.4M |
| Godshalk Welsh Capital Management, Inc. | 0.94% | Add +0.3% | 7,673 | $1.4M |
| Lansing Street Advisors | 0.63% | Add +7.2% | 7,634 | $1.4M |
| Everett Harris & Co. | 0.02% | Add +9.8% | 7,632 | $1.4M |
| Traphagen Investment Advisors LLC | 0.15% | Add +1.7% | 7,629 | $1.4M |
| GM Advisory Group, LLC | 0.10% | Add +0.2% | 7,617 | $1.4M |
| Logan Capital Management Inc. | 0.06% | Reduce -0.1% | 7,613 | $1.4M |
| First Citizens Bank & Trust Co. | 0.03% | Add +6.0% | 7,591 | $1.4M |
| Cambridge Trust Co. | 0.05% | Reduce -4.6% | 7,582 | $1.4M |
| Angeles Wealth Management, LLC | 0.14% | Add +1.3% | 7,569 | $1.4M |
| American State Bank (Iowa) | 0.93% | No change | 7,558 | $1.4M |
| Capital City Trust Co. | 0.38% | Add +10.4% | 7,546 | $1.4M |
| Prudential PLC | 0.01% | Reduce -14.2% | 7,520 | $1.4M |
| Future Financial Wealth Managment LLC | 1.06% | Reduce -63.6% | 7,514 | $1.4M |
| Coho Partners, Ltd. | 0.03% | Reduce -33.1% | 7,509 | $1.4M |
| Horst & Graben Wealth Management LLC | 0.28% | Reduce -0.0% | 7,497 | $1.4M |
| Alpine Global Management, LLC | 0.32% | New | 7,462 | $1.4M |
| WBH Advisory Inc. | 0.14% | Reduce -2.7% | 7,443 | $1.4M |
| Sachetta, LLC | 0.64% | No change | 7,965 | $1.4M |
| Debussy Capital Management LP | 0.40% | Reduce -5.6% | 7,479 | $1.4M |
| Austin Private Wealth, LLC | 0.16% | Reduce -2.9% | 7,496 | $1.3M |
| Darrow Company, Inc. | 0.88% | Reduce -0.9% | 7,353 | $1.3M |
| First American Bank | 0.10% | No change | 7,334 | $1.3M |
| Community Bank, N.A. | 0.18% | Reduce -3.1% | 7,308 | $1.3M |
| Simmons Bank | 0.10% | Reduce -4.4% | 7,292 | $1.3M |
| Arbor Wealth Advisors LLC | 1.25% | Add +0.1% | 7,240 | $1.3M |
| Navis Wealth Advisors, LLC | 1.59% | Reduce -3.1% | 7,237 | $1.3M |
| Strategic Financial Services, Inc. | 0.08% | Reduce -4.8% | 7,202 | $1.3M |
| Objective Capital Management, LLC | 0.88% | Add +2.4% | 7,169 | $1.3M |
| Manhattan West Asset Management, LLC | 0.31% | Reduce -2.5% | 7,163 | $1.3M |
| Petix & Botte Co | 0.32% | Reduce -49.1% | 7,158 | $1.3M |
| Collaborative Wealth Managment Inc. | 0.66% | Reduce -2.7% | 7,157 | $1.3M |
| PGIM Custom Harvest LLC | 0.03% | Add +71.0% | 7,156 | $1.3M |
| Catalina Capital Group, LLC | 0.56% | Reduce -0.9% | 7,133 | $1.3M |
| Madison Wealth Partners, Inc | 0.47% | Reduce -5.4% | 7,124 | $1.3M |
| Cynosure Group, LLC | 0.23% | Add +12.9% | 7,087 | $1.3M |
| Rappaport Reiches Capital Management, LLC | 0.40% | No change | 7,076 | $1.3M |
| Barclays PLC | 0.00% | Reduce -0.3% | 7,050 | $1.3M |
| National Philanthropic Trust | 0.03% | Reduce -16.7% | 7,041 | $1.3M |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Add +11.7% | 7,009 | $1.3M |
| Nadler Financial Group, Inc. | 0.16% | No change | 6,996 | $1.3M |
| Kelman-Lazarov, Inc. | 0.25% | No change | 6,973 | $1.3M |
| Gratus Capital, LLC | 0.06% | Add +67.2% | 6,969 | $1.3M |
| Summit Wealth Partners, LLC | 0.27% | No change | 6,962 | $1.3M |
| EPIQ Capital Group, LLC | 0.51% | Add +0.4% | 6,956 | $1.3M |
| Philip James Wealth Mangement, LLC | 0.90% | Reduce -5.0% | 6,952 | $1.3M |
| Versant Capital Management, Inc | 0.36% | No change | 6,940 | $1.3M |
| Piedmont Capital Management, LLC | 0.86% | Add +0.7% | 7,008 | $1.3M |
| Balanced Wealth Group LLC | 0.56% | Add +3.2% | 6,969 | $1.3M |
| Crewe Advisors LLC | 0.15% | Add +58.1% | 6,886 | $1.3M |
| Capstone Wealth Management Group, LLC | 0.90% | Reduce -7.8% | 6,883 | $1.3M |
| Bfsg, LLC | 0.17% | Add +7.2% | 6,881 | $1.3M |
| MSH Capital Advisors LLC | 0.44% | Add +22.1% | 6,872 | $1.3M |
| FinTrust Capital Advisors, LLC | 0.24% | Reduce -18.0% | 6,871 | $1.3M |
| Union Savings Bank | 0.66% | Reduce -12.5% | 6,871 | $1.3M |
| Essex Bank | 0.36% | No change | 7,347 | $1.3M |
| WESCAP Management Group, Inc. | 0.36% | No change | 6,804 | $1.2M |
| Monograph Wealth Advisors, LLC | 0.18% | Reduce -25.9% | 6,758 | $1.2M |
| Gallacher Capital Management LLC | 0.63% | Add +0.1% | 6,754 | $1.2M |
| MPS Loria Financial Planners, LLC | 0.41% | Reduce -0.1% | 6,752 | $1.2M |
| Abacus Wealth Partners, LLC | 0.21% | Reduce -5.3% | 6,741 | $1.2M |
| Old North State Wealth Management, LLC | 0.80% | Reduce -5.7% | 6,731 | $1.2M |
| Carlson Capital Management | 0.06% | Reduce -4.1% | 6,736 | $1.2M |
| Callan Family Office, LLC | 0.29% | No change | 6,716 | $1.2M |
| Patten Group, Inc. | 0.30% | Add +3.6% | 6,712 | $1.2M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.03% | Reduce -20.7% | 6,704 | $1.2M |
| Frank, Rimerman Advisors LLC | 0.24% | Add +0.1% | 6,694 | $1.2M |
| Trifecta Capital Advisors, LLC | 0.29% | Reduce -8.2% | 6,632 | $1.2M |
| Cooper/Haims Advisors, LLC | 0.70% | No change | 6,631 | $1.2M |
| Rockland Trust Co. | 0.06% | No change | 6,608 | $1.2M |
| Tsfg, LLC | 0.30% | Reduce -71.8% | 6,587 | $1.2M |
| Ledgewood Wealth Advisors, LLC | 1.11% | Reduce -4.7% | 6,539 | $1.2M |
| Peninsula Wealth, LLC | 0.24% | Add +0.3% | 6,532 | $1.2M |
| Wexford Capital LP | 0.24% | No change | 6,524 | $1.2M |
| Silverlake Wealth Management LLC | 0.61% | Reduce -4.7% | 6,517 | $1.2M |
| Weik Capital Management | 0.50% | Add +1.3% | 6,475 | $1.2M |
| Greytown Advisors Inc. | 0.67% | Reduce -6.1% | 6,472 | $1.2M |
| Millennium Management | 0.00% | Reduce -91.4% | 6,436 | $1.2M |
| Klingman & Associates, LLC | 0.08% | Add +0.1% | 6,427 | $1.2M |
| Thompson Davis & Co., Inc. | 0.79% | Reduce -0.8% | 6,401 | $1.2M |
| RVW Wealth, LLC | 0.12% | Reduce -49.1% | 6,385 | $1.2M |
| Summit Financial, LLC | 0.07% | Add +296.8% | 6,356 | $1.2M |
| Rockingstone Advisors LLC | 0.60% | Reduce -0.9% | 6,344 | $1.2M |
| Syverson Strege & Co | 0.42% | No change | 6,336 | $1.2M |
| Cadence Bank | 0.08% | Reduce -3.0% | 6,335 | $1.2M |
| Highview Capital Management LLC | 0.52% | Reduce -3.1% | 6,332 | $1.2M |
| Barrett & Company, Inc. | 0.55% | Reduce -3.0% | 6,331 | $1.2M |
| Bristlecone Advisors, LLC | 0.10% | Add +0.1% | 6,321 | $1.2M |
| Executive Wealth Group LLC | 0.24% | Add +200.0% | 6,489 | $1.2M |
| Clear Harbor Asset Management, LLC | 0.10% | New | 6,301 | $1.2M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.09% | No change | 6,290 | $1.1M |
| Patten & Patten Inc. | 0.08% | Add +20.6% | 6,276 | $1.1M |
| Coppell Advisory Solutions Corp. | 0.22% | — | 6,275 | $1.1M |
| Sunbelt Securities, Inc. | 0.13% | Reduce -0.6% | 6,268 | $1.1M |
| Sovereign Financial Group, Inc. | 0.30% | Add +6.5% | 6,265 | $1.1M |
| Vident Advisory, LLC | 0.02% | No change | 6,264 | $1.1M |
| Mayfair Advisory Group, LLC | 0.83% | Reduce -18.3% | 6,263 | $1.1M |
| Thrive Capital Management, LLC | 0.61% | Reduce -21.2% | 6,258 | $1.1M |
| YHB Investment Advisors, Inc. | 0.10% | Reduce -1.8% | 6,237 | $1.1M |
| Dempze Nancy E | 0.87% | No change | 6,231 | $1.1M |
| Norwood Financial Corp | 1.64% | Reduce -2.8% | 6,210 | $1.1M |
| Quaker Wealth Management, LLC | 0.46% | Reduce -2.7% | 6,206 | $1.1M |
| Greenspring Advisors, LLC | 0.28% | Add +22.0% | 6,203 | $1.1M |
| ERn Financial, LLC | 0.20% | Reduce -3.0% | 6,198 | $1.1M |
| Fortis Capital Advisors, LLC | 0.47% | Reduce -0.8% | 6,150 | $1.1M |
| OneAscent Wealth Management LLC | 0.43% | Add +8.1% | 6,150 | $1.1M |
| Evergreen Advisors, LLC | 0.34% | Add +0.4% | 6,111 | $1.1M |
| Harmony Asset Management LLC | 0.46% | No change | 6,099 | $1.1M |
| Pittenger & Anderson Inc. | 0.05% | Add +26.6% | 6,082 | $1.1M |
| Sunpointe, LLC | 1.23% | Add +20.1% | 6,061 | $1.1M |
| RDA Financial Network | 0.38% | Reduce -1.6% | 6,056 | $1.1M |
| Tenret Co LLC | 0.78% | No change | 6,040 | $1.1M |
| Millennium Capital Advisors, LLC | 0.78% | Add +0.8% | 6,030 | $1.1M |
| Richard C. Young & CO., LTD. | 0.14% | Add +9.0% | 6,022 | $1.1M |
| Atlas Private Wealth Management, LLC | 0.46% | Reduce -0.5% | 6,018 | $1.1M |
| Elmwood Wealth Management, Inc. | 0.47% | Reduce -3.2% | 6,013 | $1.1M |
| Vaughan David Investments LLC | 0.03% | Reduce -15.0% | 5,987 | $1.1M |
| Horizon Wealth Management, LLC | 0.28% | Reduce -0.4% | 5,952 | $1.1M |
| JRM Investment Counsel, LLC | 0.39% | Reduce -5.6% | 5,948 | $1.1M |
| Clear Point Advisors Inc. | 0.89% | Add +0.3% | 5,943 | $1.1M |
| Camden National Bank | 0.19% | Reduce -5.6% | 5,939 | $1.1M |
| Triangle Securities Wealth Management | 0.31% | Reduce -0.3% | 5,917 | $1.1M |
| Gradient Capital Advisors, LLC | 0.40% | Add +0.3% | 5,901 | $1.1M |
| Nilsine Partners, LLC | 0.15% | No change | 5,886 | $1.1M |
| Front Row Advisors LLC | 0.40% | Add +32.9% | 5,883 | $1.1M |
| Cranbrook Wealth Management, LLC | 0.27% | No change | 5,875 | $1.1M |
| Carret Asset Management, LLC | 0.13% | Add +2.6% | 5,870 | $1.1M |
| Northwest Bancshares, Inc. | 0.17% | No change | 5,822 | $1.1M |
| Elevation Point Wealth Partners, LLC | 0.08% | Reduce -11.6% | 5,809 | $1.1M |
| FirstPurpose Wealth LLC | 0.38% | Add +37.5% | 5,956 | $1.1M |
| Richard W. Paul & Associates, LLC | 0.42% | Reduce -13.0% | 5,767 | $1.1M |
| Independent Advisor Alliance | 0.04% | Reduce -50.3% | 5,757 | $1.1M |
| Financial Partners Group, Inc | 0.17% | Reduce -7.6% | 5,728 | $1.0M |
| McAdam, LLC | 0.07% | Reduce -2.6% | 5,724 | $1.0M |
| Herold Advisors, Inc. | 0.25% | Add +0.9% | 5,708 | $1.0M |
| Institute for Wealth Management, LLC. | 0.13% | Reduce -1.6% | 5,663 | $1.0M |
| Eubel Brady & Suttman Asset Management Inc. | 0.14% | No change | 5,660 | $1.0M |
| First Bancorp, Inc | 0.78% | Reduce -0.7% | 5,653 | $1.0M |
| Cutler Group LLC / CA | 0.52% | New | 5,647 | $1.0M |
| Northwest Wealth Management, LLC | 0.28% | Reduce -0.3% | 5,643 | $1.0M |
| Moody LYNN Lieberson & Walker, LLC | 0.07% | No change | 5,636 | $1.0M |
| Valeo Financial Advisors, LLC | 0.04% | Add +10.9% | 5,768 | $1.0M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.26% | Add +0.2% | 5,558 | $1.0M |
| Successful Portfolios LLC | 0.69% | Add +5.4% | 5,539 | $1.0M |
| KOM Wealth Management Group, LLC | 0.99% | Reduce -3.8% | 5,530 | $1.0M |
| Van Den Berg Management I, Inc. | 0.30% | Reduce -6.0% | 5,521 | $1.0M |
| Smithbridge Asset Management Inc. | 0.21% | No change | 5,510 | $1.0M |
| Safeguard Financial, LLC | 0.33% | Reduce -1.0% | 5,508 | $1.0M |
| Baldwin Wealth Partners LLC | 0.08% | No change | 5,500 | $1.0M |
| Fortis Group Advisors, LLC | 0.18% | Reduce -26.0% | 5,499 | $1.0M |
| O'ROURKE & COMPANY, Inc | 0.58% | Add +0.3% | 5,483 | $1.0M |
| Mather Group, Llc. | 0.02% | Add +13.5% | 5,865 | $999K |
| Fortitude Advisory Group L.L.C. | 0.56% | Add +2.1% | 5,455 | $996K |
| Principal Securities, Inc. | 0.03% | Add +33.6% | 5,430 | $991K |
| Daymark Wealth Partners, LLC | 0.05% | Add +176.5% | 5,411 | $988K |
| CIC Wealth, LLC | 0.29% | Add +0.1% | 5,411 | $988K |
| MA Private Wealth | 0.20% | Reduce -2.1% | 5,408 | $988K |
| WealthCare Investment Partners, LLC | 0.48% | Reduce -0.2% | 5,401 | $986K |
| Fifth Third Wealth Advisors LLC | 0.15% | Add +4.7% | 5,399 | $986K |
| Lincoln Capital Corp. | 0.43% | Reduce -1.0% | 5,395 | $985K |
| Evernest Financial Advisors, LLC | 0.46% | Reduce -24.1% | 5,625 | $980K |
| Lantern Wealth Advisors, LLC | 0.69% | Add +44.9% | 5,363 | $979K |
| Cypress Capital Group | 0.12% | Reduce -8.9% | 5,353 | $978K |
| Morling Financial Advisors, LLC | 0.56% | Reduce -2.8% | 5,333 | $974K |
| Alterna Wealth Management, Inc. | 0.79% | New | 5,330 | $973K |
| Pettinga Financial Advisors LLC | 0.25% | Reduce -39.9% | 5,326 | $973K |
| Sutton Place Investors LLC | 0.48% | No change | 5,311 | $970K |
| Sage Capital Advisors,llc | 0.28% | Add +0.0% | 5,307 | $969K |
| Wells Financial Advisors INC | 0.66% | No change | 5,300 | $968K |
| Park National Corp. | 0.04% | Reduce -3.8% | 5,280 | $964K |
| Dorsey & Whitney Trust CO LLC | 0.07% | Reduce -41.0% | 5,274 | $963K |
| Baldwin Investment Management, LLC | 0.13% | Add +38.0% | 5,269 | $962K |
| Emfo, LLC | 0.88% | No change | 5,256 | $960K |
| Sawgrass Asset Management LLC | 0.10% | No change | 5,238 | $957K |
| Flagstone Financial Management | 0.37% | No change | 5,176 | $945K |
| Independent Wealth Network Inc. | 0.44% | Add +9.0% | 5,133 | $937K |
| Ritter Daniher Financial Advisory LLC / DE | 0.31% | No change | 5,100 | $931K |
| Jaffetilchin Investment Partners, LLC | 0.08% | Add +2.0% | 5,094 | $930K |
| IFG Advisors, LLC | 0.24% | Add +7.8% | 5,092 | $930K |
| TruWealth Advisors, LLC | 0.06% | Add +3.6% | 5,079 | $927K |
| Pine Harbor Wealth Management, LLC | 0.58% | Reduce -18.2% | 5,052 | $923K |
| Fiduciary Group, LLC | 0.10% | Add +5.2% | 5,046 | $921K |
| Newman Dignan & Sheerar, Inc. | 0.25% | Add +0.2% | 5,046 | $921K |
| Brown Miller Wealth Management, LLC | 0.40% | Add +20.7% | 5,006 | $914K |
| Indiana Trust & Investment Management Co | 0.37% | No change | 4,995 | $912K |
| Key Client Fiduciary Advisors, LLC | 0.48% | Add +1.0% | 4,994 | $912K |
| BBR Partners, LLC | 0.07% | New | 4,993 | $912K |
| Lwmg, LLC | 0.21% | Add +0.1% | 4,971 | $908K |
| Mosaic Family Wealth Partners, LLC | 0.15% | Add +0.5% | 4,946 | $903K |
| Santori & Peters, Inc. | 0.39% | Add +0.3% | 4,935 | $901K |
| Smartleaf Asset Management LLC | 0.17% | Add +9959.2% | 4,929 | $899K |
| Grey Ledge Advisors, LLC | 0.25% | Add +31.7% | 4,921 | $899K |
| Vicus Capital | 0.08% | Add +0.1% | 4,918 | $898K |
| Bowman & Co S.C. | 0.54% | Add +29.4% | 4,901 | $895K |
| Palisade Asset Management, LLC | 0.09% | Add +17.9% | 4,881 | $891K |
| Occidental Asset Management, LLC | 0.17% | Reduce -9.8% | 4,874 | $890K |
| Forum Financial Management, LP | 0.02% | Add +3.4% | 4,870 | $889K |
| Brookmont Capital Management | 0.47% | Reduce -28.0% | 4,851 | $886K |
| NSI Retail Advisors, LLC | 0.13% | Reduce -18.5% | 4,834 | $883K |
| John W. Brooker & Co., CPAs | 0.47% | Add +0.5% | 4,831 | $882K |
| XML Financial, LLC | 0.09% | Add +5.0% | 4,798 | $876K |
| Texas Yale Capital Corp. | 0.04% | No change | 4,791 | $875K |
| LongView Wealth Management | 0.35% | Reduce -8.3% | 4,786 | $874K |
| Financial Advisory Group | 0.15% | Reduce -3.1% | 4,780 | $873K |
| Ignite Planners, LLC | 0.24% | Add +0.4% | 4,804 | $872K |
| Acas, LLC | 0.84% | Reduce -44.5% | 4,754 | $868K |
| One Charles Private Wealth Services, LLC | 0.38% | Reduce -2.7% | 4,740 | $866K |
| Maple Capital Management, Inc. | 0.08% | Reduce -11.1% | 4,735 | $865K |
| Mason Investment Advisory Services, Inc. | 0.06% | No change | 4,720 | $862K |
| Well Done, LLC | 0.17% | Reduce -10.2% | 4,713 | $861K |
| SOL Capital Management CO | 0.11% | Add +12.6% | 4,706 | $859K |
| QRG Capital Management, Inc. | 0.01% | Add +63.2% | 4,691 | $857K |
| Blossom Wealth Management | 2.06% | Add +1.3% | 4,686 | $856K |
| Lowe Brockenbrough & Co. Inc. | 0.06% | Reduce -21.4% | 4,669 | $853K |
| Wesbanco Bank Inc. | 0.03% | Add +36.5% | 4,628 | $845K |
| Sage Rhino Capital LLC | 0.20% | No change | 4,620 | $844K |
| Magnus Financial Group LLC | 0.10% | Add +0.3% | 4,599 | $840K |
| HTLF Bank | 0.10% | Reduce -89.5% | 4,578 | $836K |
| Highland Capital Management, LLC | 0.05% | Reduce -9.3% | 4,577 | $836K |
| Towerpoint Wealth, LLC | 0.42% | Reduce -40.6% | 4,570 | $835K |
| Willner & Heller, LLC | 0.83% | Reduce -0.6% | 4,552 | $831K |
| Raub Brock Capital Management LP | 0.18% | Reduce -11.5% | 4,552 | $831K |
| Flagship Private Wealth, LLC | 0.54% | Add +0.1% | 4,544 | $830K |
| Intrua Financial, LLC | 0.13% | Add +2.1% | 4,540 | $829K |
| KMG Fiduciary Partners, LLC | 0.09% | Reduce -0.7% | 4,531 | $827K |
| HMS Capital Management, LLC | 0.46% | Add +3.2% | 4,513 | $824K |
| Capital Asset Advisory Services LLC | 0.05% | Reduce -0.9% | 4,585 | $822K |
| Private Capital Management LLC | 0.18% | Add +10.0% | 4,449 | $812K |
| Freestone Capital Holdings, LLC | 0.03% | Add +144.7% | 4,439 | $811K |
| Marble Harbor Investment Counsel, LLC | 0.09% | Reduce -5.6% | 4,405 | $804K |
| Capital Management Corp. | 0.15% | No change | 4,400 | $803K |
| JGP Wealth Management, LLC | 0.12% | Reduce -34.8% | 4,398 | $803K |
| Anderson Hoagland & Co. | 0.09% | Add +0.3% | 4,513 | $801K |
| Webster Bank, N. A. | 0.09% | Add +0.3% | 4,369 | $798K |
| Continuum Advisory, LLC | 0.12% | Reduce -3.0% | 4,405 | $795K |
| Integrity Financial Corp | 0.54% | Add +60.1% | 4,332 | $791K |
| KPP Advisory Services LLC | 0.22% | New | 4,313 | $788K |
| Darwin Wealth Management, LLC | 0.22% | Reduce -1.4% | 4,294 | $784K |
| Jane Street Group, LLC | 0.00% | Add +76.5% | 4,272 | $780K |
| Kingfisher Capital LLC | 0.19% | Add +0.0% | 4,264 | $779K |
| Blue Trust, Inc. | 0.01% | Reduce -21.2% | 4,265 | $779K |
| Melfa Wealth Management, Inc. | 0.56% | Add +6.4% | 4,227 | $772K |
| Legacy Financial Strategies, LLC | 0.20% | No change | 4,199 | $767K |
| Westmount Partners, LLC | 0.28% | Add +0.2% | 4,194 | $766K |
| Steele Capital Management, Inc. | 0.04% | Add +3.0% | 4,190 | $765K |
| Financial Enhancement Group LLC | 0.13% | No change | 4,346 | $763K |
| Glenview Trust Co | 0.02% | Reduce -4.7% | 4,176 | $763K |
| Boston Trust Walden Corp | 0.01% | Reduce -0.7% | 4,172 | $762K |
| JFS Wealth Advisors, LLC | 0.06% | Add +0.4% | 4,157 | $759K |
| Sequent Planning LLC | 0.27% | — | 4,149 | $758K |
| Capital Market Strategies LLC | 0.58% | Add +0.2% | 4,147 | $757K |
| Private Management Group Inc. | 0.03% | Add +16.4% | 4,138 | $756K |
| Greenleaf Trust | 0.01% | Reduce -3.6% | 4,124 | $753K |
| Black Diamond Financial, LLC | 0.20% | No change | 4,391 | $748K |
| Dechtman Wealth Management, LLC | 0.17% | Reduce -1.3% | 4,098 | $748K |
| Christensen, King & Associates Investment Services, Inc. | 0.37% | Add +9.8% | 4,086 | $746K |
| Agate Pass Investment Management, LLC | 0.40% | Add +12.7% | 4,083 | $746K |
| Callan Capital, LLC | 0.07% | No change | 4,063 | $742K |
| Summit Financial Wealth Advisors, LLC | 0.15% | Reduce -5.7% | 4,061 | $742K |
| ETF Store, Inc. | 0.42% | Add +14.1% | 4,041 | $738K |
| Thrive Wealth Management, LLC | 0.15% | Reduce -3.7% | 4,040 | $738K |
| Hill Island Financial LLC | 0.24% | Reduce -24.2% | 4,028 | $736K |
| Appleton Partners Inc. | 0.06% | Add +0.9% | 4,006 | $732K |
| Wealthquest Corp | 0.08% | No change | 4,007 | $732K |
| Gerber, LLC | 0.61% | No change | 3,992 | $729K |
| World Investment Advisors | 0.10% | Reduce -18.0% | 3,992 | $729K |
| Missouri Trust & Investment Co | 0.28% | No change | 3,982 | $727K |
| Ascent Wealth Partners, LLC | 0.11% | Reduce -1.6% | 3,981 | $727K |
| FF Advisors,LLC | 0.50% | Add +13.2% | 3,952 | $722K |
| Am Investment Strategies LLC | 0.18% | No change | 3,943 | $720K |
| BlackRock Inc. | 0.00% | Add +7.4% | 3,939 | $719K |
| Palo Alto Wealth Advisors, LLC | 0.51% | Add +0.4% | 3,939 | $719K |
| Hunter Associates Investment Management LLC | 0.12% | No change | 3,925 | $718K |
| First National Bank of Omaha | 0.05% | Reduce -16.2% | 3,694 | $717K |
| Motiv8 Investments LLC | 0.56% | Reduce -17.0% | 3,923 | $716K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -0.8% | 3,921 | $716K |
| TCI Wealth Advisors, Inc. | 0.07% | Reduce -20.1% | 3,920 | $716K |
| Ridgewood Investments LLC | 0.38% | Add +0.1% | 3,917 | $715K |
| Leading Edge Financial Planning LLC | 0.32% | Reduce -27.7% | 3,915 | $715K |
| HFG Advisors, Inc. | 0.63% | Reduce -7.7% | 3,914 | $715K |
| Arcus Capital Partners, LLC | 0.23% | Add +0.2% | 3,913 | $715K |
| Canal Capital Management, LLC | 0.12% | Add +19.7% | 3,912 | $714K |
| Better Money Decisions, LLC | 0.57% | Reduce -20.2% | 3,911 | $714K |
| Keel Point, LLC | 0.07% | Add +36.3% | 3,909 | $714K |
| Fairview Capital Investment Management, LLC | 0.04% | No change | 3,900 | $712K |
| Integris Wealth Management, LLC | 0.20% | No change | 3,896 | $711K |
| Aureus Asset Management, LLC | 0.05% | Reduce -14.4% | 3,890 | $710K |
| Intrust Bank NA | 0.08% | Reduce -9.9% | 3,886 | $710K |
| Portside Wealth Group, LLC | 0.13% | Add +7.9% | 3,863 | $705K |
| Willow Creek Wealth Management Inc. | 0.08% | Add +0.4% | 3,853 | $704K |
| MN Wealth Advisors, LLC | 0.43% | Reduce -23.2% | 3,842 | $702K |
| Boltwood Capital Management | 0.22% | No change | 3,829 | $699K |
| Prio Wealth Limited Partnership | 0.02% | No change | 3,822 | $698K |
| Sheaff Brock Investment Advisors, LLC | 0.06% | Add +1.6% | 3,821 | $698K |
| N.E.W. Advisory Services LLC | 0.08% | Reduce -0.4% | 3,820 | $698K |
| Koa Wealth Management, LLC | 0.63% | Add +2.4% | 3,820 | $698K |
| BSW Wealth Partners | 0.12% | Reduce -7.9% | 3,812 | $696K |
| Valued Retirements, Inc. | 1.11% | Add +4.5% | 3,812 | $696K |
| Arkadios Wealth Advisors | 0.05% | Reduce -23.6% | 3,812 | $696K |
| Asset Dedication, LLC | 0.05% | Reduce -5.8% | 3,809 | $694K |
| Avaii Wealth Management, LLC | 0.41% | Reduce -1.3% | 3,800 | $694K |
| Wealth Group Ltd | 0.21% | Reduce -2.7% | 3,810 | $690K |
| Citizens & Northern Corp. | 0.23% | No change | 3,775 | $689K |
| Fisher Asset Management | 0.00% | Reduce -39.9% | 3,772 | $689K |
| Lutz Financial Services LLC | 0.06% | No change | 3,760 | $687K |
| Smith Chas P & Associates Pa Cpas | 0.04% | Reduce -3.7% | 3,738 | $683K |
| Salomon & Ludwin, LLC | 0.06% | Add +8.6% | 3,737 | $682K |
| Mark Sheptoff Financial Planning, LLC | 0.38% | Reduce -0.6% | 3,731 | $681K |
| Silver Lake Advisory, LLC | 0.16% | New | 3,729 | $681K |
| Pasadena Private Wealth, LLC | 0.16% | Add +3.1% | 3,716 | $679K |
| Passumpsic Savings Bank | 0.43% | — | 3,704 | $676K |
| Sonora Investment Management Group, LLC | 0.05% | Reduce -3.3% | 3,692 | $674K |
| Carson Advisory Inc. | 0.47% | Add +7.2% | 3,692 | $674K |
| Seaside Wealth Management, Inc. | 0.29% | Add +0.4% | 3,685 | $673K |
| Stephens Consulting, LLC | 0.21% | Reduce -0.5% | 3,676 | $671K |
| 1776 Wealth LLC | 0.32% | No change | 3,660 | $668K |
| RTD Financial Advisors, Inc. | 0.09% | No change | 3,655 | $667K |
| Bison Wealth, LLC | 0.11% | Reduce -21.8% | 3,651 | $667K |
| Trademark Financial Management, LLC | 0.55% | Reduce -7.2% | 3,643 | $665K |
| Northwest Investment Counselors, LLC | 0.16% | No change | 3,635 | $664K |
| CoreCap Advisors, LLC | 0.04% | Reduce -0.1% | 3,634 | $664K |
| Trust Co | 0.09% | Add +0.3% | 3,632 | $663K |
| Pacific Sun Financial Corp | 0.39% | No change | 3,632 | $663K |
| Grove Bank & Trust | 0.11% | No change | 3,623 | $662K |
| Matrix Asset Advisors Inc. | 0.08% | Add +0.9% | 3,619 | $661K |
| Synergy Asset Management, LLC | 0.11% | Reduce -5.9% | 3,618 | $661K |
| Selective Wealth Management, Inc. | 0.29% | New | 3,719 | $660K |
| Schrum Private Wealth Management LLC | 0.60% | Add +23.3% | 3,611 | $660K |
| Trinity Financial Advisors LLC | 0.30% | Add +0.2% | 3,604 | $658K |
| American Money Management, LLC | 0.14% | Reduce -9.7% | 3,602 | $658K |
| Schaeffer Financial LLC | 0.65% | Reduce -0.4% | 3,579 | $654K |
| Redhawk Wealth Advisors, Inc. | 0.11% | No change | 3,570 | $652K |
| Bluespring Wealth Management, LLC | 0.07% | Add +0.4% | 3,555 | $649K |
| Sage Mountain Advisors LLC | 0.07% | No change | 3,549 | $648K |
| Radnor Capital Management, LLC | 0.11% | Add +0.8% | 3,542 | $647K |
| Gimbal Financial | 0.53% | Reduce -3.4% | 3,539 | $646K |
| OMNI 360 Wealth, Inc. | 0.53% | Add +3.0% | 3,539 | $646K |
| Deutsche Bank AG | 0.00% | No change | 3,520 | $643K |
| Girard Partners LTD. | 0.06% | Reduce -2.4% | 3,515 | $642K |
| Rockbridge Investment Management, LCC | 0.09% | No change | 3,513 | $642K |
| Bailard, Inc. | 0.02% | No change | 3,498 | $639K |
| PrairieView Partners, LLC | 0.07% | Reduce -4.3% | 3,490 | $638K |
| Hemington Wealth Management | 0.23% | Add +4.5% | 3,480 | $636K |
| Gemmer Asset Management LLC | 0.07% | Reduce -0.8% | 3,481 | $636K |
| Pacific Financial Group Inc. | 0.44% | Reduce -9.3% | 3,471 | $634K |
| Ellis Investment Partners, LLC | 0.14% | Add +20.9% | 3,468 | $633K |
| Legacy Private Trust Co. | 0.05% | Add +14.2% | 3,450 | $630K |
| Adapt Wealth Advisors, LLC | 0.45% | — | 3,441 | $628K |
| Frisch Financial Group, Inc. | 0.21% | Add +0.3% | 3,419 | $624K |
| Sage Capital Management, LLC | 0.34% | Add +0.2% | 3,416 | $624K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +2.1% | 3,406 | $622K |
| Smithfield Trust Co | 0.03% | Add +1.7% | 3,391 | $620K |
| Element Pointe Advisors, LLC | 0.16% | No change | 3,392 | $619K |
| Essential Planning, LLC. | 0.31% | No change | 3,634 | $619K |
| Neuberger Berman Group LLC | 0.00% | Reduce -16.6% | 3,390 | $619K |
| Advantage Trust Co | 0.46% | No change | 3,388 | $619K |
| Councilor Wealth, LLC | 0.31% | Add +7.5% | 3,377 | $617K |
| Naples Global Advisors, LLC | 0.06% | Add +17.6% | 3,374 | $616K |
| Meridian Wealth Partners, LLC | 0.11% | Reduce -8.8% | 3,371 | $616K |
| Lanark Financial, Inc. | 0.06% | Reduce -11.1% | 3,357 | $613K |
| Sterling Financial Planning, Inc. | 0.25% | Reduce -2.4% | 3,355 | $613K |
| Masso Torrence Wealth Management Inc. | 0.36% | Reduce -5.3% | 3,355 | $613K |
| Hilltop National Bank | 0.21% | — | 3,351 | $612K |
| Covenant Asset Management, LLC | 0.15% | Reduce -2.1% | 3,344 | $611K |
| Valley National Advisers Inc. | 0.09% | No change | 3,345 | $610K |
| Montis Financial, LLC | 0.29% | No change | 3,332 | $608K |
| Telos Capital Management, Inc. | 0.07% | Reduce -2.9% | 3,328 | $608K |
| Manchester Capital Management LLC | 0.07% | Add +0.3% | 3,324 | $607K |
| Heritage Financial Services, LLC | 0.09% | No change | 3,317 | $606K |
| Destination Wealth Management | 0.02% | Add +0.1% | 3,316 | $606K |
| Community Financial Services Group, LLC | 0.14% | — | 3,316 | $606K |
| Hoey Investments, Inc. | 0.13% | Reduce -14.9% | 3,314 | $605K |
| Ewa, LLC | 0.27% | Reduce -97.3% | 3,339 | $605K |
| TAGStone Capital, Inc. | 0.35% | Add +0.4% | 3,303 | $603K |
| Nvwm, LLC | 0.17% | No change | 3,300 | $603K |
| Southland Equity Partners LLC | 0.17% | No change | 3,298 | $602K |
| AQR Capital Management | 0.00% | New | 3,282 | $599K |
| Oxford Financial Group, LTD. LLC | 0.04% | No change | 3,278 | $599K |
| Bensler, LLC | 0.09% | Add +0.1% | 3,277 | $598K |
| Trust Co. of Oklahoma | 0.21% | No change | 3,275 | $598K |
| Gryphon Financial Partners LLC | 0.10% | Add +11.0% | 3,274 | $598K |
| Revolve Wealth Partners, LLC | 0.10% | Reduce -2.9% | 3,274 | $598K |
| Plante Moran Financial Advisors, LLC | 0.06% | Reduce -8.0% | 3,267 | $597K |
| Farmers National Bank | 0.18% | Reduce -2.6% | 3,264 | $596K |
| Cannon Financial Strategists, Inc. | 0.12% | Add +0.1% | 3,260 | $595K |
| Guardian Wealth Advisors, LLC | 0.39% | Add +0.7% | 3,251 | $594K |
| Pine Valley Investments Ltd Liability Co | 0.05% | Reduce -6.5% | 3,238 | $591K |
| Realta Investment Advisors | 0.12% | Reduce -14.9% | 3,230 | $590K |
| Fiduciary Alliance LLC | 0.10% | Reduce -17.6% | 3,247 | $589K |
| Howland Capital Management LLC | 0.03% | Reduce -8.5% | 3,221 | $588K |
| Wealth Dimensions Group, Ltd. | 0.17% | No change | 3,196 | $584K |
| Macroview Investment Management LLC | 0.65% | Reduce -1.7% | 3,188 | $582K |
| Summit Investment Advisory Services, LLC | 0.34% | Add +5.6% | 3,182 | $581K |
| Vista Investment Management | 0.24% | Add +0.0% | 3,181 | $581K |
| Lakeridge Wealth Management LLC | 0.38% | Reduce -1.9% | 3,181 | $581K |
| Plan Group Financial, LLC | 0.38% | Add +158.7% | 3,177 | $580K |
| Saiph Capital, LLC | 0.27% | Reduce -7.0% | 3,176 | $580K |
| Core Wealth Advisors, Inc. | 0.20% | Add +0.2% | 3,172 | $579K |
| Rockwood Wealth Management, LLC | 0.07% | Add +45.8% | 3,170 | $579K |
| Great Lakes Retirement, Inc. | 0.09% | No change | 3,162 | $577K |
| Tanager Wealth Management LLP | 0.09% | Reduce -0.2% | 3,158 | $577K |
| Worth Financial Advisory Group, LLC | 0.40% | Add +2.8% | 3,157 | $577K |
| Financial Alternatives, Inc | 0.45% | Reduce -4.0% | 3,154 | $576K |
| Hanson & Doremus Investment Management | 0.10% | No change | 3,148 | $575K |
| Douglass Winthrop Advisors, LLC | 0.01% | New | 3,146 | $574K |
| Patrick M Sweeney & Associates, Inc. | 0.47% | Add +9.3% | 3,136 | $573K |
| Cahaba Wealth Management, Inc. | 0.05% | Add +90.7% | 3,135 | $572K |
| Hilltop Holdings Inc. | 0.06% | Reduce -70.4% | 3,129 | $571K |
| S.A. Mason LLC | 0.34% | Reduce -6.0% | 3,118 | $569K |
| Pitcairn Co. | 0.04% | New | 3,110 | $568K |
| Lester Murray Antman dba SimplyRich | 0.18% | No change | 3,102 | $567K |
| Ascent Group, LLC | 0.05% | Reduce -1.3% | 3,101 | $566K |
| Kowal Investment Group, LLC | 0.12% | Reduce -0.3% | 3,099 | $566K |
| Ballast, Inc. | 0.18% | No change | 3,096 | $565K |
| SpiderRock Advisors, LLC | 0.02% | — | 3,125 | $561K |
| Legacy Edge Advisors, LLC | 0.12% | Reduce -5.7% | 3,068 | $560K |
| Merriman Wealth Management, LLC | 0.02% | No change | 3,065 | $560K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | Add +159.8% | 3,060 | $559K |
| Innova Wealth Partners | 0.43% | Add +43.3% | 3,058 | $558K |
| Prestige Wealth Management Group LLC | 0.12% | Add +8.2% | 3,057 | $558K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -79.0% | 3,055 | $558K |
| Rathbones Group PLC | 0.00% | No change | 3,050 | $557K |
| BTS Asset Management, Inc. | 0.46% | Reduce -38.0% | 3,045 | $555K |
| JBR Co Financial Management Inc | 0.44% | No change | 3,038 | $555K |
| Claro Advisors Inc. | 0.10% | Add +35.5% | 3,037 | $555K |
| Samalin Investment Counsel, LLC | 0.26% | Add +0.1% | 3,036 | $554K |
| Red Tortoise LLC | 0.31% | Add +0.4% | 3,035 | $554K |
| Bridge Creek Capital Management LLC | 0.18% | Add +3.2% | 3,033 | $554K |
| Saxony Capital Management, LLC | 0.67% | Add +16.7% | 3,033 | $554K |
| West Oak Capital, LLC | 0.23% | Add +5.2% | 3,025 | $552K |
| Icon Wealth Advisors, LLC | 0.05% | No change | 3,022 | $552K |
| Insight Wealth Strategies, LLC | 0.08% | Add +0.4% | 3,012 | $550K |
| Heritage Wealth Management, LLC | 0.28% | No change | 3,008 | $549K |
| Libra Wealth LLC | 0.24% | Add +8.3% | 3,031 | $549K |
| Pure Financial Advisors, LLC | 0.02% | Reduce -11.9% | 3,003 | $548K |
| Laidlaw Wealth Management LLC | 0.31% | Reduce -49.4% | 3,002 | $548K |
| Rollins Financial Advisors, LLC | 0.10% | No change | 2,996 | $547K |
| Imprint Wealth LLC | 0.13% | Reduce -21.6% | 3,010 | $546K |
| Plancorp, LLC | 0.02% | Add +41.1% | 2,986 | $545K |
| Madrona Financial Services, LLC | 0.19% | Add +31.7% | 2,984 | $545K |
| Brandywine Oak Private Wealth LLC | 0.06% | No change | 2,982 | $545K |
| Vermillion & White Wealth Management Group, LLC | 0.43% | No change | 2,964 | $541K |
| JB Capital LLC | 0.04% | Add +2.5% | 2,961 | $541K |
| First Bank & Trust | 0.11% | Add +114.3% | 2,960 | $541K |
| BCU Wealth Advisors, LLC | 0.46% | Add +0.3% | 2,959 | $540K |
| Mairs & Power Inc. | 0.01% | Reduce -23.8% | 2,957 | $540K |
| Taylor & Morgan Wealth Management, LLC | 0.40% | Reduce -5.1% | 2,955 | $540K |
| Mendota Financial Group, LLC | 0.32% | No change | 2,950 | $539K |
| Accredited Investors Inc. | 0.03% | Add +29.4% | 2,948 | $538K |
| Next Capital Management LLC | 0.22% | No change | 2,942 | $537K |
| Jackson Hole Capital Partners, LLC | 0.12% | Add +0.0% | 2,940 | $537K |
| Ellsworth Advisors, LLC | 0.15% | Add +0.0% | 3,054 | $536K |
| Legacy Trust | 0.13% | No change | 2,934 | $536K |
| Scott Capital Advisors, LLC | 0.16% | Reduce -0.4% | 2,965 | $533K |
| Aveo Capital Partners, LLC | 0.06% | Add +135.9% | 3,005 | $532K |
| TRUE Private Wealth Advisors | 0.06% | Add +3.3% | 2,887 | $527K |
| Commonwealth Retirement Investments LLC | 0.25% | Add +3.0% | 2,882 | $526K |
| O'Brien Greene & Co. Inc | 0.17% | Reduce -5.4% | 2,876 | $525K |
| SYM FINANCIAL Corp | 0.09% | Reduce -18.2% | 2,852 | $521K |
| Clark Asset Management, LLC | 0.16% | Reduce -20.6% | 2,843 | $519K |
| Boston Mountain Money Management Inc. | 0.36% | — | 2,839 | $519K |
| CWA Asset Management Group, LLC | 0.03% | Add +1.8% | 2,833 | $517K |
| Towercrest Capital Management | 0.09% | No change | 2,806 | $512K |
| Central Valley Advisors, LLC | 0.26% | No change | 2,802 | $512K |
| Sage Financial Group Inc. | 0.05% | Reduce -20.8% | 2,801 | $511K |
| SageView Advisory Group, LLC | 0.03% | Reduce -77.4% | 7,434 | $510K |
| Alliance Wealth Management Group | 0.15% | No change | 2,791 | $510K |
| Arthur M. Cohen & Associates, LLC | 0.11% | Add +37.8% | 2,784 | $508K |
| BCS Wealth Management | 0.16% | Add +0.7% | 2,781 | $508K |
| Autumn Glory Partners, LLC | 0.25% | No change | 2,780 | $508K |
| AXS Investments LLC | 0.12% | New | 2,780 | $508K |
| LVM Capital Management Ltd. | 0.06% | No change | 2,771 | $506K |
| Total Wealth Planning, LLC | 0.09% | Reduce -0.3% | 2,770 | $506K |
| TCV Trust & Wealth Management, Inc. | 0.05% | Add +12.6% | 2,763 | $505K |
| Culbertson A N & Co. Inc. | 0.09% | Add +23.5% | 2,757 | $503K |
| Foster & Motley Inc. | 0.03% | Add +43.9% | 2,755 | $503K |
| Alera Investment Advisors, LLC | 0.07% | Reduce -61.7% | 2,752 | $503K |
| Regimen Wealth, LLC | 0.17% | Reduce -9.7% | 2,746 | $502K |
| Quadrant Capital Group LLC | 0.04% | No change | 2,746 | $501K |
| Berger Financial Group, Inc | 0.04% | Add +59.1% | 2,745 | $501K |
| LJI Wealth Management, LLC | 0.13% | Add +0.0% | 2,734 | $499K |
| Stone Summit Wealth LLC | 0.17% | No change | 2,734 | $499K |
| EPG Wealth Management LLC | 0.12% | Reduce -1.3% | 2,734 | $499K |
| Cutter & CO Brokerage, Inc. | 0.12% | Add +49.4% | 2,733 | $499K |
| Anchor Investment Management, LLC | 0.05% | Add +2.0% | 2,722 | $497K |
| Sugarloaf Wealth Management, LLC | 0.10% | Add +0.2% | 2,713 | $495K |
| Phillips Wealth Planners LLC | 0.57% | New | 2,844 | $495K |
| Zacks Investment Management | 0.01% | Add +29.2% | 2,702 | $493K |
| Beacon Financial Planning, Inc. | 0.34% | Add +0.2% | 2,701 | $493K |
| Creekmur Asset Management LLC | 0.17% | Add +13.8% | 2,693 | $492K |
| McLean Asset Management Corp | 0.17% | Add +0.1% | 2,729 | $491K |
| Priebe Wealth Holdings LLC | 0.38% | No change | 2,686 | $490K |
| Wealth Management Partners, LLC | 0.25% | No change | 2,677 | $489K |
| Virtue Capital Management, LLC | 0.09% | No change | 2,763 | $487K |
| River Street Advisors LLC | 0.33% | Add +0.0% | 2,667 | $487K |
| SignalPoint Asset Management, LLC | 0.13% | Reduce -0.2% | 2,666 | $487K |
| Optas, LLC | 0.13% | No change | 2,662 | $486K |
| Summit Financial Group, Inc. | 0.17% | Add +2.5% | 2,653 | $484K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.36% | Reduce -31.7% | 2,650 | $484K |
| Octavia Wealth Advisors, LLC | 0.07% | Reduce -72.2% | 2,649 | $484K |
| Veltria Advisors Corp. | 0.12% | Reduce -95.1% | 2,638 | $482K |
| Mengis Capital Management, Inc. | 0.07% | Add +0.0% | 2,637 | $482K |
| First Personal Financial Services | 0.11% | No change | 2,618 | $478K |
| Hyman Charles D | 0.03% | No change | 2,620 | $478K |
| Householder Group Estate & Retirement Specialist, LLC | 0.14% | Add +3.5% | 2,616 | $478K |
| LMG Wealth Partners, LLC | 0.12% | No change | 2,601 | $475K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -14.5% | 2,594 | $474K |
| New Century Financial Group, LLC | 0.33% | No change | 2,590 | $473K |
| LBMC Investment Advisors, LLC | 0.04% | Add +0.2% | 2,585 | $472K |
| TrinityPoint Wealth, LLC | 0.08% | No change | 2,584 | $472K |
| MBE Wealth Management, LLC | 0.29% | No change | 2,582 | $471K |
| Condor Capital Management | 0.05% | Add +105.8% | 2,574 | $470K |
| BLB&B Advisors, LLC | 0.03% | Reduce -7.8% | 2,574 | $470K |
| ARS Wealth Advisors Group, LLC | 0.06% | Reduce -1.5% | 2,572 | $470K |
| First Western Trust Bank | 0.02% | Reduce -6.6% | 2,569 | $469K |
| Breakwater Capital Group | 0.12% | No change | 2,567 | $469K |
| Long Island Wealth Management, Inc. | 0.33% | Add +0.2% | 2,563 | $468K |
| Dana Investment Advisors, Inc. | 0.02% | Add +0.1% | 2,552 | $466K |
| Vista Capital Partners, Inc. | 0.06% | No change | 2,550 | $466K |
| Cherry Tree Wealth Management, LLC | 0.12% | No change | 2,537 | $463K |
| Schneider Downs Wealth Management Advisors, LP | 0.11% | No change | 2,536 | $463K |
| AlTi Global, Inc. | 0.01% | Add +0.2% | 2,529 | $462K |
| Walden Wealth Partners LLC | 0.27% | No change | 2,582 | $460K |
| McKinley Carter Wealth Services, Inc. | 0.03% | No change | 2,514 | $459K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -21.0% | 2,507 | $458K |
| Belvedere Trading LLC | 0.03% | New | 2,500 | $457K |
| Alpha Omega Wealth Management LLC | 0.08% | Add +0.0% | 2,484 | $454K |
| Asset Planning Corporation | 0.33% | Reduce -12.6% | 2,483 | $453K |
| Hamilton Point Investment Advisors, LLC | 0.09% | Reduce -13.0% | 2,476 | $452K |
| Eudaimonia Partners, LLC | 0.11% | Reduce -8.2% | 2,474 | $452K |
| Castle Rock Wealth Management, LLC | 0.12% | Add +0.1% | 2,591 | $452K |
| Oak Asset Management, LLC | 0.17% | No change | 2,471 | $451K |
| Vertex Planning Partners, LLC | 0.12% | No change | 2,469 | $451K |
| Bragg Financial Advisors, Inc | 0.02% | Add +13.2% | 2,464 | $450K |
| Constant Guidance Financial LLC | 0.41% | New | 2,515 | $449K |
| Aaron Wealth Advisors LLC | 0.06% | Add +0.4% | 2,458 | $449K |
| Kathleen S. Wright Associates Inc. | 0.21% | Reduce -27.5% | 2,453 | $448K |
| Shepherd Financial Partners LLC | 0.06% | Reduce -12.4% | 2,448 | $447K |
| Physician Wealth Advisors, Inc. | 0.09% | Reduce -19.3% | 2,559 | $445K |
| Welch & Forbes LLC | 0.01% | Add +61.1% | 2,435 | $445K |
| Denver Wealth Management, Inc. | 0.23% | Reduce -7.6% | 2,432 | $444K |
| Columbia Advisory Partners LLC | 0.45% | Add +75.4% | 2,431 | $444K |
| Planned Solutions, Inc. | 0.22% | No change | 2,423 | $442K |
| Welch Group, LLC | 0.02% | Add +0.3% | 2,423 | $442K |
| Etfidea, LLC | 0.15% | Add +1.0% | 2,418 | $442K |
| Apexium Financial, LP | 0.03% | Reduce -14.6% | 2,414 | $441K |
| 1832 Asset Management L.P. | 0.00% | No change | 2,412 | $440K |
| First Trust Investment Solutions L.P. | 0.08% | Reduce -31.4% | 2,400 | $438K |
| RIA Advisory Group LLC | 0.18% | Reduce -92.7% | 2,392 | $437K |
| Heck Capital Advisors, LLC | 0.07% | No change | 2,390 | $436K |
| Pursue Wealth Partners LLC | 0.26% | New | 2,387 | $436K |
| Indie Asset Partners, LLC | 0.39% | Reduce -5.9% | 2,379 | $434K |
| CW Advisors, LLC | 0.01% | Reduce -49.5% | 2,375 | $434K |
| Verus Capital Partners, LLC | 0.05% | Reduce -20.9% | 2,366 | $432K |
| Signal Advisors Wealth, LLC | 0.11% | Reduce -21.7% | 2,366 | $432K |
| Olistico Wealth, LLC | 0.31% | Add +0.0% | 2,365 | $432K |
| Disciplined Investments, LLC | 0.24% | Reduce -0.7% | 2,363 | $432K |
| Focused Wealth Management, Inc | 0.07% | Reduce -3.3% | 2,361 | $431K |
| PBMares Wealth Management LLC | 0.11% | Reduce -7.4% | 2,351 | $429K |
| Adero Partners, LLC | 0.03% | Add +16.6% | 2,351 | $429K |
| Three Bridge Wealth Advisors, LLC | 0.17% | No change | 2,340 | $427K |
| Ransom Advisory, Ltd | 0.23% | — | 2,340 | $427K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -17.4% | 2,335 | $426K |
| Chaney Capital Management, Inc. | 0.34% | Reduce -6.6% | 2,325 | $425K |
| Key Financial Inc | 0.11% | Reduce -12.7% | 2,323 | $424K |
| Baxter Bros Inc. | 0.05% | Reduce -3.0% | 2,316 | $423K |
| Fort Point Capital Partners LLC | 0.06% | No change | 2,315 | $423K |
| Dunhill Financial, LLC | 0.31% | No change | 2,324 | $422K |
| Facet Wealth, Inc. | 0.01% | Reduce -32.6% | 2,371 | $422K |
| Bedel Financial Consulting, Inc. | 0.07% | No change | 2,303 | $421K |
| Rise Advisors, LLC | 0.22% | Reduce -8.7% | 2,302 | $420K |
| Berkshire Asset Management LLC | 0.02% | Reduce -1.2% | 2,298 | $420K |
| Websterrogers Financial Advisors, LLC | 0.15% | Add +1.2% | 2,298 | $420K |
| Chapin Davis, Inc. | 0.15% | Add +19.4% | 2,297 | $419K |
| Savvy Advisors, Inc. | 0.24% | New | 2,297 | $419K |
| Higgins & Schmidt Wealth Strategies LLC | 0.31% | No change | 2,284 | $417K |
| Cannell & Spears LLC | 0.01% | No change | 2,284 | $417K |
| Sightline Wealth Advisors, LLC | 0.27% | Add +0.4% | 2,280 | $416K |
| Strait & Sound Wealth Management LLC | 0.23% | Add +0.1% | 2,338 | $416K |
| Diversified Portfolios, Inc. | 0.06% | Add +1.1% | 2,264 | $413K |
| Access Financial Services, Inc. | 0.18% | No change | 2,262 | $413K |
| Buffington Mohr McNeal | 0.07% | Reduce -7.2% | 2,262 | $413K |
| Beacon Financial Strategies CORP | 0.30% | Reduce -0.5% | 2,258 | $412K |
| Quadcap Wealth Management, LLC | 0.09% | Reduce -0.4% | 2,245 | $410K |
| Penobscot Investment Management Company, Inc. | 0.04% | Reduce -14.5% | 2,240 | $409K |
| Cairn Investment Group, Inc. | 0.23% | No change | 2,238 | $409K |
| Bridge Advisory, LLC | 0.20% | Add +0.4% | 2,236 | $408K |
| Myecfo, LLC | 0.24% | Reduce -0.0% | 2,234 | $408K |
| Weaver Capital Management LLC | 0.12% | No change | 2,231 | $407K |
| Idaho Trust Co | 0.39% | New | 2,222 | $406K |
| Fingerlakes Wealth Management, Inc. | 0.39% | Add +0.4% | 2,222 | $406K |
| Arden Trust Co | 0.06% | No change | 2,221 | $406K |
| Grey Fox Wealth Advisors, LLC | 0.15% | New | 2,215 | $405K |
| Pacific Center for Financial Services | 0.12% | Add +1.2% | 2,212 | $404K |
| Holderness Investments Co. | 0.10% | Add +0.2% | 2,211 | $404K |
| Jeppson Wealth Management, LLC | 0.16% | Reduce -2.9% | 2,202 | $402K |
| GTS Securities LLC | 0.01% | New | 2,200 | $402K |
| First National Corp. /Ma/ | 0.10% | No change | 2,345 | $400K |
| Fulton Bank, N.A. | 0.02% | No change | 2,180 | $398K |
| Forte Capital LLC | 0.05% | Reduce -2.4% | 2,177 | $398K |
| AFS Financial Group, LLC | 1.66% | Reduce -39.7% | 2,160 | $395K |
| Mraz, Amerine & Associates, Inc. | 0.07% | Reduce -24.6% | 2,160 | $395K |
| Richardson Capital Management LLC | 0.32% | Add +11872.2% | 2,155 | $393K |
| Doliver Advisors, LP | 0.11% | Reduce -4.4% | 2,150 | $393K |
| HC Advisors, LLC | 0.19% | Reduce -17.2% | 2,147 | $392K |
| Hengehold Capital Management LLC | 0.04% | Add +2.0% | 2,145 | $392K |
| Eagle Rock Investment Company, LLC | 0.07% | No change | 2,140 | $391K |
| Larson Financial Group LLC | 0.03% | Reduce -9.4% | 2,136 | $390K |
| West Paces Advisors Inc. | 0.10% | No change | 2,135 | $390K |
| Sfmg, LLC | 0.03% | Add +0.2% | 2,130 | $389K |
| Syntegra Private Wealth Group, LLC | 0.05% | Reduce -2.1% | 2,117 | $387K |
| West Coast Financial LLC | 0.05% | Reduce -10.2% | 2,115 | $386K |
| Perkins Coie Trust Co | 0.09% | No change | 2,115 | $386K |
| InterOcean Capital Group, LLC | 0.01% | Reduce -11.9% | 2,115 | $386K |
| Calamos Wealth Management LLC | 0.02% | Reduce -10.7% | 2,097 | $383K |
| Davidson Trust Co. | 0.22% | No change | 2,091 | $382K |
| ABLE Financial Group, LLC | 0.15% | No change | 2,091 | $382K |
| Guidance Point Advisors, LLC | 0.13% | Add +3.2% | 2,082 | $381K |
| Certuity, LLC | 0.03% | Reduce -1.6% | 2,085 | $381K |
| Finer Wealth Management, Inc. | 0.25% | No change | 2,083 | $380K |
| Eagle Global Advisors LLC | 0.02% | New | 2,078 | $379K |
| Palumbo Wealth Management LLC | 0.17% | Add +0.3% | 2,077 | $379K |
| Liberty Wealth Management LLC | 0.07% | Add +2627.6% | 2,073 | $379K |
| Vima LLC | 0.44% | Add +17.3% | 2,461 | $379K |
| Gilman Hill Asset Management, LLC | 0.07% | New | 2,070 | $378K |
| FourThought Financial Partners, LLC | 0.04% | Add +5.9% | 2,069 | $378K |
| Paulson Wealth Management Inc. | 0.11% | No change | 2,069 | $378K |
| American Investment Services, Inc. | 0.07% | Add +0.1% | 2,067 | $377K |
| Tanglewood Legacy Advisors, LLC | 0.19% | No change | 2,064 | $377K |
| Beaumont Financial Advisors, LLC | 0.03% | Reduce -3.4% | 2,063 | $377K |
| Rockline Wealth Management, LLC | 0.13% | Add +14.9% | 2,056 | $375K |
| City Holding Co. | 0.06% | No change | 2,053 | $375K |
| Walker Asset Management, LLC | 0.25% | Add +15.5% | 2,050 | $374K |
| Bedell Frazier Investment Counselling, LLC | 0.09% | Reduce -8.9% | 2,050 | $374K |
| Abacus Planning Group, Inc. | 0.07% | Add +0.1% | 2,041 | $373K |
| Soltis Investment Advisors LLC | 0.04% | New | 2,040 | $373K |
| Blankinship & Foster, LLC | 0.10% | No change | 2,031 | $371K |
| Dixon Fnancial Services, Inc. | 0.21% | No change | 2,030 | $371K |
| Jamison Private Wealth Management, Inc. | 0.06% | Add +0.3% | 2,028 | $370K |
| Sageworth Trust Co | 0.02% | No change | 2,028 | $370K |
| Stonebridge Capital Advisors LLC | 0.03% | Reduce -0.3% | 2,006 | $366K |
| Valicenti Advisory Services Inc. | 0.10% | New | 2,000 | $365K |
| Sterling Investment Counsel, LLC | 0.17% | Reduce -19.6% | 1,987 | $363K |
| Continuum Wealth Advisors, LLC | 0.20% | No change | 1,978 | $361K |
| Lane & Associates LLC | 0.23% | Add +0.1% | 1,965 | $359K |
| Old Second National Bank of Aurora | 0.09% | No change | 1,964 | $359K |
| Blue Bell Private Wealth Management, LLC | 0.08% | Reduce -34.1% | 1,957 | $357K |
| Clayton Financial Group LLC | 0.16% | New | 1,943 | $355K |
| Aspen Investment Management Inc | 0.18% | Add +2.4% | 1,939 | $354K |
| White Pine Capital LLC | 0.13% | Reduce -26.0% | 2,005 | $351K |
| Parkside Advisors LLC | 0.09% | No change | 1,917 | $350K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -90.6% | 1,908 | $348K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +6.6% | 1,907 | $348K |
| Venturi Wealth Management, LLC | 0.02% | Add +4.9% | 1,902 | $347K |
| Demars Financial Group, LLC | 0.17% | Add +0.6% | 1,901 | $347K |
| Teamwork Financial Advisors, LLC | 0.05% | Reduce -2.9% | 1,901 | $347K |
| Means Investment Co., Inc. | 0.04% | Add +8.7% | 1,896 | $346K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 1,893 | $346K |
| Pennsylvania Capital Management Inc. | 0.14% | Reduce -3.7% | 1,891 | $345K |
| Goelzer Investment Management, Inc. | 0.02% | New | 1,890 | $345K |
| Shulman DeMeo Asset Management LLC | 0.09% | Reduce -4.7% | 1,883 | $344K |
| Traynor Capital Management, Inc. | 0.03% | New | 1,880 | $343K |
| Mitchell McLeod Pugh & Williams Inc. | 0.08% | Add +50.0% | 1,878 | $343K |
| Bordeaux Wealth Advisors LLC | 0.11% | Add +8.8% | 1,874 | $342K |
| Wealthstream Advisors, Inc. | 0.13% | New | 1,873 | $342K |
| Old Port Advisors | 0.10% | Add +0.2% | 1,865 | $341K |
| Mattern Capital Management, LLC | 0.05% | Add +1.8% | 1,865 | $341K |
| Investments & Financial Planning, LLC | 0.23% | No change | 1,864 | $340K |
| Kathmere Capital Management, LLC | 0.04% | Add +0.1% | 1,864 | $340K |
| Operose Advisors LLC | 0.11% | Add +0.1% | 1,860 | $340K |
| Legacy Advisors, LLC | 0.04% | No change | 1,859 | $340K |
| RHS Financial, LLC | 0.20% | Reduce -21.0% | 1,859 | $339K |
| Butensky & Cohen Financial Security, Inc. | 0.11% | Reduce -3.9% | 1,857 | $339K |
| Intrepid Financial Planning Group LLC | 0.15% | No change | 1,855 | $339K |
| Private Client Services, LLC | 0.23% | Add +1.6% | 1,851 | $338K |
| Barnett & Company, Inc. | 0.23% | Add +1.1% | 1,847 | $337K |
| Abbrea Capital, LLC | 0.04% | No change | 1,839 | $336K |
| Apeiron RIA LLC | 0.10% | No change | 1,836 | $335K |
| Liberty Capital Management, Inc. | 0.08% | No change | 1,834 | $335K |
| Measured Wealth Private Client Group, LLC | 0.12% | No change | 1,824 | $333K |
| Wealth Effects LLC | 0.12% | Reduce -61.2% | 1,819 | $332K |
| Hills Bank & Trust Co | 0.03% | No change | 1,816 | $332K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -28.2% | 1,813 | $331K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -46.6% | 1,805 | $330K |
| Aurora Private Wealth, Inc. | 0.28% | Reduce -3.9% | 1,802 | $328K |
| Woodard & Co. Asset Management Group Inc. | 0.09% | No change | 1,795 | $328K |
| Jupiter Wealth Management LLC | 0.17% | No change | 1,821 | $326K |
| WPWealth LLP | 0.08% | New | 1,786 | $326K |
| Holland Advisory Services, Inc. | 0.36% | No change | 1,780 | $325K |
| Carl P. Sherr & Co., LLC | 0.18% | No change | 1,776 | $324K |
| Tritonpoint Wealth, LLC | 0.03% | Add +9.2% | 2,063 | $322K |
| Outlook Wealth Advisors, LLC | 0.10% | Add +2.0% | 1,756 | $321K |
| Benchmark Investment Advisors LLC | 0.25% | Add +0.1% | 1,752 | $320K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.15% | Add +0.2% | 1,745 | $319K |
| Lyell Wealth Management, LP | 0.03% | New | 1,743 | $318K |
| Tortoise Investment Management, LLC | 0.04% | No change | 1,739 | $318K |
| Family Asset Management, LLC | 0.20% | Add +0.2% | 1,735 | $317K |
| Rinkey Investments | 0.12% | Add +17.7% | 1,730 | $316K |
| Maryland Capital Advisors Inc. | 0.20% | No change | 1,727 | $315K |
| Navellier & Associates Inc. | 0.04% | Add +0.4% | 1,726 | $315K |
| Second Half Financial Partners, LLC | 0.14% | Add +0.4% | 1,726 | $315K |
| Davies Financial Advisors, Inc. | 0.32% | — | 1,723 | $315K |
| Narus Financial Partners, LLC | 0.13% | Reduce -21.0% | 1,723 | $315K |
| Fairman Group, LLC | 0.30% | Add +0.4% | 1,719 | $314K |
| Moss Adams Wealth Advisors LLC | 0.05% | No change | 1,717 | $314K |
| Delta Financial Group, Inc. | 0.09% | Add +0.3% | 1,713 | $313K |
| Precedent Wealth Partners, LLC | 0.13% | No change | 1,714 | $313K |
| Convergence Financial, LLC | 0.13% | Add +6.9% | 1,714 | $313K |
| Williams & Novak, LLC | 0.36% | No change | 1,834 | $313K |
| Stewart & Patten Co. LLC | 0.05% | Reduce -47.8% | 1,710 | $312K |
| Private Wealth Group, LLC | 0.16% | No change | 1,709 | $312K |
| Lindbrook Capital, LLC | 0.03% | No change | 1,705 | $311K |
| Cape Investment Advisory, Inc. | 0.15% | Add +0.4% | 1,702 | $311K |
| MWA Asset Management | 0.23% | New | 1,701 | $311K |
| Lineweaver Wealth Advisors, LLC | 0.07% | Add +0.1% | 1,698 | $310K |
| Summit Asset Management, LLC | 0.04% | Add +11.2% | 1,689 | $308K |
| Insigneo Advisory Services, LLC | 0.04% | No change | 1,687 | $308K |
| tru Independence LLC | 0.09% | Add +0.2% | 1,681 | $307K |
| NCM Capital Management, LLC | 0.17% | No change | 1,681 | $307K |
| NBT Bank, N.A. | 0.02% | No change | 1,677 | $306K |
| Lakeside Advisors, INC. | 0.20% | No change | 1,673 | $306K |
| Gries Financial LLC | 0.05% | Reduce -24.1% | 1,664 | $304K |
| Legacy Financial Advisors, Inc. | 0.05% | No change | 1,663 | $304K |
| Capital Management Associates, Inc | 0.22% | Reduce -21.4% | 1,660 | $303K |
| Trueblood Wealth Management, LLC | 0.17% | New | 1,657 | $303K |
| Intergy Private Wealth, LLC | 0.12% | No change | 1,654 | $302K |
| Orleans Capital Management Corp. | 0.20% | Add +1.5% | 1,645 | $300K |
| Relative Value Partners Group, LLC | 0.02% | Reduce -4.9% | 1,739 | $300K |
| Mirador Capital Partners LP | 0.06% | New | 1,641 | $300K |
| Lake Hills Wealth Management, LLC | 0.27% | No change | 1,622 | $296K |
| Grandview Asset Management LLC | 0.13% | Add +2.7% | 1,621 | $296K |
| Glassman Wealth Services | 0.06% | Add +25.3% | 1,616 | $295K |
| Shorepoint Capital Partners LLC | 0.07% | Add +3.7% | 1,613 | $294K |
| Watchman Group, Inc. | 0.09% | No change | 1,610 | $294K |
| Pointe Capital Management LLC | 0.18% | No change | 1,609 | $294K |
| Seelaus Asset Management LLC | 0.30% | Add +0.3% | 1,607 | $294K |
| Ipswich Investment Management Co., Inc. | 0.07% | Add +0.3% | 1,601 | $292K |
| Two Sigma Advisers, LP | 0.00% | Reduce -93.9% | 1,600 | $292K |
| Fragasso Financial Advisors Inc | 0.02% | Add +32.9% | 1,600 | $292K |
| Mayport, LLC | 0.11% | No change | 1,598 | $292K |
| apricus wealth, LLC | 0.21% | Reduce -1.8% | 1,598 | $292K |
| Sensible Money, LLC | 0.16% | Add +0.1% | 1,596 | $291K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 1,592 | $291K |
| Acropolis Investment Management, LLC | 0.02% | Reduce -21.7% | 1,582 | $289K |
| Fermata Advisors, LLC | 0.06% | Add +0.3% | 1,577 | $288K |
| Executive Wealth Management, LLC | 0.03% | Add +15.6% | 1,582 | $287K |
| Astoria Portfolio Advisors LLC. | 0.11% | Add +4.1% | 1,646 | $287K |
| Horan Securities, Inc. | 0.14% | Add +11.8% | 1,568 | $286K |
| Wealth Management Associates, Inc. | 0.13% | No change | 1,567 | $286K |
| Bouchey Financial Group, Ltd. | 0.03% | No change | 1,564 | $286K |
| Orgel Wealth Management, LLC | 0.01% | Add +0.3% | 1,562 | $285K |
| Petra Financial Advisors Inc. | 0.21% | No change | 1,559 | $285K |
| Mechanics Bank Trust Department | 0.04% | Reduce -21.8% | 1,557 | $284K |
| Francis Financial, Inc. | 0.09% | No change | 1,555 | $284K |
| New World Advisors LLC | 0.08% | No change | 1,552 | $283K |
| Bay Harbor Wealth Management, LLC | 0.10% | Reduce -8.9% | 1,552 | $283K |
| Courier Capital LLC | 0.02% | No change | 1,545 | $282K |
| My Personal CFO, LLC | 0.16% | No change | 1,543 | $282K |
| Caitlin John, LLC | 0.21% | Reduce -0.1% | 1,540 | $281K |
| Pioneer Wealth Management Group | 0.16% | Reduce -2.0% | 1,540 | $281K |
| HRT Financial LP | 0.00% | New | 1,535 | $280K |
| Fourpath Capital Management, LLC | 0.19% | Add +0.1% | 1,531 | $280K |
| Landaas & Co. /Wi | 0.09% | Add +1.8% | 1,527 | $279K |
| Dividend Assets Capital, LLC | 0.06% | Reduce -26.1% | 1,528 | $279K |
| First Foundation Advisors | 0.01% | Add +0.3% | 1,527 | $279K |
| Keebeck Wealth Management | 0.04% | Reduce -14.9% | 1,526 | $279K |
| GAMMA Investing LLC | 0.06% | Reduce -0.1% | 1,525 | $278K |
| Archvest Wealth Advisors, Inc. | 0.20% | Add +22.0% | 1,534 | $278K |
| Altus Wealth Management, LLC | 0.15% | No change | 1,523 | $278K |
| Gould Asset Management LLC | 0.07% | No change | 1,510 | $276K |
| D L Carlson Investment Group Inc. | 0.05% | Reduce -10.9% | 1,510 | $276K |
| Omega Financial Group, LLC | 0.11% | Reduce -2.3% | 1,500 | $274K |
| Trustmark Bank Trust Department | 0.02% | No change | 1,500 | $274K |
| Clearview Wealth Advisors LLC | 0.28% | Reduce -25.5% | 1,496 | $273K |
| Howard Capital Management Group, LLC | 0.02% | New | 1,495 | $273K |
| Faithward Advisors, LLC | 0.05% | New | 1,488 | $272K |
| Bantamac Capital, LLC | 0.15% | No change | 1,470 | $268K |
| Team Hewins, LLC | 0.11% | No change | 1,468 | $268K |
| Connectus Wealth, LLC | 0.01% | Add +0.3% | 1,465 | $268K |
| American Capital Advisory, LLC | 0.23% | Reduce -25.7% | 1,736 | $267K |
| Obsidian Cio, LLC | 0.07% | New | 1,464 | $267K |
| Sentinel Trust Co. Lba | 0.03% | No change | 1,455 | $266K |
| Stephenson & Company, Inc. | 0.19% | Reduce -6.1% | 1,456 | $266K |
| Clarity Capital Advisors, LLC | 0.21% | No change | 1,453 | $265K |
| Texas Capital Bancshares Inc | 0.12% | No change | 1,453 | $265K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 1,451 | $265K |
| Hendershot Investments Inc. | 0.04% | No change | 1,450 | $265K |
| Adirondack Trust Co. | 0.11% | Add +1.0% | 1,447 | $264K |
| Retirement Income Solutions, Inc. | 0.06% | No change | 1,446 | $264K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -1.4% | 1,434 | $262K |
| Tilia Fiduciary Partners, Inc. | 0.21% | Add +1.9% | 1,425 | $260K |
| Presilium Private Wealth, LLC | 0.07% | No change | 1,425 | $260K |
| First American Trust, FSB | 0.03% | Add +0.1% | 1,422 | $260K |
| Maripau Wealth Management LLC | 0.19% | Reduce -17.1% | 1,422 | $260K |
| Hemenway Trust Co LLC | 0.02% | Reduce -8.1% | 1,419 | $259K |
| Windsor Capital Management, LLC | 0.08% | No change | 1,419 | $259K |
| Delta Investment Management, LLC | 0.06% | New | 1,419 | $259K |
| Lodestone Wealth Management LLC | 0.14% | Reduce -2.3% | 1,418 | $259K |
| RiverFront Investment Group, LLC | 0.01% | New | 1,418 | $259K |
| MV Capital Management, Inc. | 0.03% | No change | 1,416 | $259K |
| Charles Schwab Trust Co | 0.02% | New | 1,414 | $258K |
| Granite Harbor Advisors, Inc. | 0.18% | Add +0.4% | 1,413 | $258K |
| Checchi Capital Advisers, LLC | 0.02% | No change | 1,407 | $257K |
| Oldfather Financial Services, LLC | 0.11% | Reduce -7.1% | 1,400 | $256K |
| WP Advisors, LLC | 0.08% | Add +0.1% | 1,399 | $256K |
| Truepoint, Inc. | 0.01% | Add +6.5% | 1,399 | $255K |
| ForthRight Wealth Management, LLC | 0.09% | New | 1,398 | $255K |
| Gleason Group, Inc. | 0.05% | Add +0.4% | 1,396 | $255K |
| Main Street Group, LTD | 0.12% | Add +0.4% | 1,403 | $255K |
| Spectrum Investment Advisors, Inc. | 0.19% | No change | 1,392 | $254K |
| Elevation Wealth Partners, LLC | 0.13% | Add +1.5% | 1,384 | $253K |
| Alternative Investment Advisors, LLC. | 0.15% | Add +0.4% | 1,392 | $253K |
| Smith & Howard Wealth Management, LLC | 0.08% | No change | 1,382 | $252K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 1,375 | $251K |
| Abound Wealth Management | 0.10% | Add +5.0% | 1,372 | $251K |
| Bruce G. Allen Investments, LLC | 0.21% | Add +0.2% | 1,368 | $250K |
| True Link Financial Advisors, LLC | 0.02% | Reduce -22.5% | 1,368 | $250K |
| Baron Financial Group, LLC | 0.15% | No change | 1,367 | $250K |
| Callahan Advisors, LLC | 0.03% | Reduce -47.5% | 1,365 | $249K |
| Whitener Capital Management, Inc. | 0.08% | New | 1,364 | $249K |
| Independence Bank of Kentucky | 0.07% | Reduce -1.9% | 1,362 | $249K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 1,360 | $248K |
| Kellett Wealth Advisors, LLC | 0.17% | Add +2.0% | 1,354 | $247K |
| BlueChip Wealth Advisors LLC | 0.16% | New | 1,353 | $247K |
| Strategic Family Wealth Counselors, L.L.C. | 0.10% | New | 1,353 | $247K |
| STAR Financial Bank | 0.21% | No change | 1,351 | $247K |
| Van Strum & Towne Inc. | 0.09% | No change | 1,348 | $246K |
| Meritage Portfolio Management | 0.02% | Reduce -0.6% | 1,349 | $246K |
| Dash Acquisitions Inc. | 0.08% | Add +1.1% | 1,419 | $246K |
| Triumph Capital Management | 0.10% | New | 1,352 | $245K |
| Peddock Capital Advisors, LLC | 0.06% | No change | 1,336 | $244K |
| Dearborn Partners LLC | 0.01% | Reduce -18.4% | 1,335 | $244K |
| Wiser Wealth Management, Inc | 0.08% | No change | 1,331 | $243K |
| Barnes Pettey Financial Advisors, LLC | 0.21% | No change | 1,329 | $243K |
| Hamilton Capital, LLC | 0.02% | Add +3.4% | 1,327 | $242K |
| Able Wealth Management LLC | 0.21% | Add +23.0% | 1,326 | $242K |
| Colonial River Investments, LLC | 0.14% | Add +2.7% | 1,325 | $242K |
| Caerus Investment Advisors, LLC | 0.23% | No change | 1,320 | $241K |
| Hilton Capital Management, LLC | 0.02% | No change | 1,320 | $241K |
| Dominguez Wealth Management Solutions, Inc. | 0.19% | Add +0.1% | 1,319 | $241K |
| Iowa State Bank | 0.05% | No change | 1,315 | $240K |
| Aspen Wealth Strategies, LLC | 0.17% | Reduce -83.9% | 1,308 | $239K |
| Waterfront Wealth Inc. | 0.07% | Add +9.3% | 1,352 | $238K |
| Wolff Wiese Magana LLC | 0.21% | No change | 1,304 | $238K |
| Biechele Royce Advisors | 0.08% | Reduce -32.8% | 1,298 | $238K |
| Corus Family Wealth Advisors | 0.20% | No change | 1,301 | $238K |
| Fortis Capital Management LLC | 0.06% | Add +0.1% | 1,299 | $237K |
| Concord Wealth Partners | 0.04% | Reduce -7.5% | 1,295 | $237K |
| G2 Capital Management, LLC / Oh | 0.08% | Reduce -12.7% | 1,293 | $236K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,289 | $235K |
| Resources Management Corp. /CT/ | 0.03% | No change | 1,285 | $235K |
| Pacifica Partners Inc. | 0.10% | Add +0.2% | 1,303 | $235K |
| Revisor Wealth Management LLC | 0.11% | New | 1,329 | $234K |
| CFO4Life Group, LLC | 0.04% | Add +0.2% | 1,279 | $234K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | No change | 1,278 | $233K |
| Accurate Wealth Management, LLC | 0.07% | New | 1,338 | $233K |
| Charles Schwab Investment Advisory, Inc. | 0.00% | New | 1,266 | $231K |
| United Bank | 0.03% | No change | 1,262 | $230K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -86.6% | 1,260 | $230K |
| Provident Wealth Management, LLC | 0.09% | Add +0.4% | 1,254 | $229K |
| MADDEN SECURITIES Corp | 0.11% | No change | 1,251 | $229K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | Add +5.6% | 1,247 | $228K |
| Park Edge Advisors, LLC | 0.06% | Reduce -12.0% | 1,242 | $227K |
| AllSquare Wealth Management LLC | 0.13% | No change | 1,239 | $226K |
| Wallace Advisory Group, LLC | 0.17% | New | 1,323 | $225K |
| Acorn Financial Advisory Services Inc. | 0.04% | New | 1,227 | $224K |
| Zullo Investment Group, Inc. | 0.10% | No change | 1,225 | $224K |
| Farmers Trust Co. | 0.04% | No change | 1,224 | $224K |
| Veery Capital, LLC | 0.09% | No change | 1,222 | $223K |
| Plum Street Advisors, LLC | 0.11% | New | 1,126 | $223K |
| Commonwealth Financial Services, LLC | 0.05% | No change | 1,308 | $223K |
| Capasso Planning Partners LLC | 0.09% | Reduce -27.8% | 1,217 | $222K |
| KFA Private Wealth Group, LLC | 0.07% | Add +0.1% | 1,216 | $222K |
| Transform Wealth, LLC | 0.02% | No change | 1,216 | $222K |
| Summit Global Investments | 0.02% | Reduce -34.4% | 1,217 | $222K |
| Cottage Street Advisors LLC | 0.13% | Reduce -3.6% | 1,214 | $222K |
| Isthmus Partners, LLC | 0.03% | No change | 1,211 | $221K |
| Pin Oak Investment Advisors Inc. | 0.21% | Reduce -10.4% | 1,205 | $220K |
| Compass Advisory Group LLC | 0.10% | Reduce -3.2% | 1,204 | $220K |
| Kickstand Ventures, Llc. | 0.06% | Reduce -94.9% | 1,198 | $219K |
| Sound Income Strategies, LLC | 0.02% | Reduce -3.7% | 1,191 | $217K |
| Financial Synergies Wealth Advisors, Inc. | 0.03% | Reduce -5.4% | 1,190 | $217K |
| Selway Asset Management | 0.09% | No change | 1,190 | $217K |
| Altus Wealth Group LLC | 0.11% | No change | 1,189 | $217K |
| Wayfinding Financial, LLC | 0.13% | New | 1,212 | $217K |
| West Branch Capital LLC | 0.09% | No change | 1,186 | $216K |
| Bernardo Wealth Planning LLC | 0.06% | Add +0.2% | 1,182 | $216K |
| Resolute Wealth Strategies, LLC | 0.13% | Reduce -7.2% | 1,181 | $216K |
| Financial Partners Group, LLC | 0.08% | New | 1,179 | $215K |
| True North Advisors, LLC | 0.06% | Reduce -44.0% | 1,176 | $215K |
| Clarity Financial LLC | 0.03% | New | 1,175 | $215K |
| Obermeyer Wealth Partners | 0.01% | New | 1,170 | $214K |
| Tyler-Stone Wealth Management | 0.09% | Reduce -18.0% | 1,169 | $213K |
| Crestone Asset Management LLC | 0.04% | New | 1,168 | $213K |
| White Knight Strategic Wealth Advisors, LLC | 0.22% | Reduce -28.0% | 1,167 | $213K |
| Stockman Wealth Management, Inc. | 0.04% | New | 1,164 | $212K |
| Alpha Financial Advisors, LLC | 0.10% | New | 1,159 | $212K |
| Sather Financial Group Inc | 0.02% | Reduce -21.7% | 1,156 | $211K |
| Next Level Private LLC | 0.10% | New | 1,156 | $211K |
| Advus Financial Partners, LLC | 0.07% | Reduce -12.2% | 1,151 | $210K |
| Tucker Asset Management LLC | 0.05% | Add +45.9% | 1,150 | $210K |
| AF Advisors, Inc. | 0.05% | New | 1,150 | $210K |
| Accent Capital Management, LLC | 0.18% | Reduce -41.6% | 712 | $210K |
| Vance Wealth, LLC | 0.08% | New | 1,144 | $209K |
| W1M Investment Management Ltd | 0.00% | New | 1,143 | $209K |
| Prudent Investors Network, Inc. | 0.08% | — | 1,142 | $209K |
| BetterWealth, LLC | 0.07% | New | 1,133 | $207K |
| Guyasuta Investment Advisors Inc. | 0.01% | No change | 1,208 | $206K |
| Annapolis Financial Services, LLC | 0.07% | Add +567.9% | 1,122 | $205K |
| Live Oak Private Wealth LLC | 0.04% | New | 1,115 | $204K |
| Wealthcare Capital Management LLC | 0.02% | New | 1,113 | $203K |
| One Wealth Advisors, LLC | 0.04% | New | 1,110 | $203K |
| Triton Wealth Management, PLLC | 0.14% | New | 1,150 | $203K |
| Weitzel Financial Services, Inc. | 0.10% | Reduce -13.6% | 1,116 | $203K |
| Vista Investment Partners LLC | 0.07% | New | 1,107 | $202K |
| Aprio Wealth Management, LLC | 0.04% | New | 1,102 | $201K |
| V2 Financial group LLC | 0.14% | New | 1,100 | $201K |
| Main Street Research LLC | 0.01% | New | 1,099 | $201K |
| Athena Investment Management | 0.12% | New | 1,098 | $201K |
| Princeton Global Asset Management LLC | 0.05% | Reduce -9.4% | 1,094 | $200K |
| NFSG Corp | 0.09% | Add +77.5% | 1,090 | $199K |
| Nemes Rush Group LLC | 0.03% | Add +1.0% | 1,056 | $193K |
| Nabity-Jensen Investment Management Inc | 0.16% | Reduce -3.3% | 1,047 | $191K |
| Hexagon Capital Partners LLC | 0.04% | No change | 1,022 | $187K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,021 | $186K |
| Accordant Advisory Group Inc | 0.14% | — | 1,013 | $185K |
| First Financial Corp. | 0.09% | No change | 1,000 | $183K |
| Fernwood Investment Management, LLC | 0.05% | New | 985 | $180K |
| Glass Jacobson Investment Advisors llc | 0.07% | Reduce -27.2% | 967 | $177K |
| Cedar Wealth Management, LLC | 0.06% | Reduce -0.3% | 942 | $172K |
| Russell Investments Group, Ltd. | 0.00% | Add +275.6% | 939 | $171K |
| CNB Bank | 0.08% | No change | 920 | $168K |
| PSI Advisors, LLC | 0.06% | No change | 920 | $168K |
| Roble, Belko & Company, Inc | 0.03% | No change | 880 | $161K |
| GeoWealth Management, LLC | 0.01% | Reduce -72.6% | 865 | $158K |
| Godsey & Gibb, Inc. | 0.02% | Add +129.8% | 864 | $158K |
| SJS Investment Consulting Inc. | 0.03% | Reduce -0.7% | 864 | $158K |
| Centennial Bank | 0.08% | No change | 860 | $157K |
| Bogart Wealth, LLC | 0.01% | Reduce -88.3% | 852 | $156K |
| Credential Qtrade Securities Inc. | 0.01% | New | 836 | $153K |
| Main Management LLC | 0.01% | No change | 833 | $152K |
| Private Ocean, LLC | 0.02% | Reduce -16.9% | 818 | $149K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 801 | $146K |
| Pacific Capital Wealth Advisors, Inc. | 0.03% | Add +6.6% | 795 | $145K |
| Assetmark, Inc. | 0.00% | Add +18.0% | 768 | $140K |
| Tidemark, LLC | 0.08% | No change | 758 | $138K |
| Sanctuary Wealth Management, L.L.C. | 0.11% | No change | 754 | $138K |
| Briaud Financial Planning Inc | 0.08% | New | 745 | $137K |
| Syntax Research, Inc. | 0.10% | Add +0.4% | 744 | $136K |
| MCF Advisors LLC | 0.01% | Add +32.1% | 728 | $133K |
| TruNorth Capital Management, LLC | 0.05% | — | 721 | $132K |
| Stelac Advisory Services LLC | 0.06% | No change | 707 | $129K |
| Avalon Trust Co | 0.01% | Reduce -12.5% | 700 | $128K |
| Mb, Levis & Associates, LLC | 0.07% | Add +0.1% | 694 | $127K |
| Vestor Capital, LLC | 0.01% | No change | 689 | $126K |
| Institutional & Family Asset Management, LLC | 0.02% | Reduce -6.8% | 677 | $124K |
| Kiely Wealth Advisory Group, Inc. | 0.07% | Reduce -73.3% | 678 | $120K |
| Founders Capital Management | 0.08% | No change | 650 | $119K |
| Newton One Investments LLC | 0.05% | Add +0.5% | 616 | $112K |
| Spirit of America Management Corp. | 0.02% | New | 635 | $112K |
| Bellevue Asset Management, LLC | 0.06% | No change | 600 | $110K |
| Park Place Capital Corp | 0.04% | No change | 600 | $110K |
| GoalVest Advisory LLC | 0.04% | No change | 598 | $109K |
| Northwest Bank & Trust Co | 0.09% | New | 576 | $101K |
| Clearstead Trust, LLC | 0.03% | No change | 549 | $100K |
| Toth Financial Advisory Corp. | 0.01% | No change | 547 | $100K |
| Evermay Wealth Management LLC | 0.01% | No change | 534 | $98K |
| Avondale Wealth Management | 0.07% | No change | 517 | $94K |
| Twin Lakes Capital Management, LLC | 0.06% | Add +0.2% | 511 | $93K |
| Criterion Capital Advisors, LLC | 0.06% | No change | 500 | $91K |
| Brown, Lisle/Cummings, Inc. | 0.03% | No change | 495 | $90K |
| Davis Capital Management | 0.08% | Reduce -5.0% | 496 | $90K |
| LifeSteps Financial, Inc. | 0.06% | New | 467 | $85K |
| Laffer Tengler Investments, Inc. | 0.03% | New | 456 | $83K |
| WFA Asset Management Corp | 0.04% | Reduce -24.0% | 455 | $83K |
| Halpern Financial, Inc. | 0.02% | Reduce -12.2% | 461 | $83K |
| REAP Financial Group, LLC | 0.02% | Reduce -5.1% | 446 | $81K |
| Allianz SE | 0.00% | — | 441 | $81K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.04% | No change | 436 | $80K |
| Colonial Trust Advisors | 0.01% | Add +13.9% | 426 | $78K |
| Northwest Capital Management Inc | 0.02% | No change | 410 | $75K |
| Stuart Chaussee & Associates, Inc. | 0.02% | No change | 410 | $75K |
| Janiczek Wealth Management, LLC | 0.02% | Add +99.5% | 409 | $75K |
| Tompkins Financial Corp. | 0.01% | No change | 400 | $73K |
| M&R Capital Management Inc. | 0.02% | Reduce -39.0% | 392 | $72K |
| Fortitude Family Office, LLC | 0.05% | No change | 392 | $72K |
| Robinswood Financial LLC | 0.03% | Add +20.3% | 362 | $66K |
| Winch Advisory Services, LLC | 0.02% | Add +17.1% | 356 | $65K |
| Register Financial Advisors LLC | 0.03% | New | 354 | $65K |
| Center for Financial Planning, Inc. | 0.01% | No change | 345 | $63K |
| FSA Wealth Management LLC | 0.03% | Add +0.3% | 338 | $62K |
| MidAtlantic Capital Management, Inc. | 0.05% | No change | 335 | $61K |
| Colonial Trust Co / SC | 0.01% | No change | 323 | $59K |
| Horizon Financial Services, LLC | 0.04% | New | 318 | $58K |
| Eukles Asset Management | 0.02% | No change | 314 | $57K |
| Highline Wealth Partners LLC | 0.02% | Add +177.0% | 313 | $57K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 313 | $57K |
| Spectrum Wealth Counsel, LLC | 0.01% | Reduce -96.1% | 299 | $55K |
| Atlantic Private Wealth, LLC | 0.05% | Add +0.7% | 297 | $54K |
| Silicon Valley Capital Partners | 0.01% | Add +18.2% | 286 | $52K |
| Horrell Capital Management, Inc. | 0.01% | No change | 274 | $50K |
| Global Assets Advisory, LLC | 0.03% | New | 273 | $50K |
| Gradient Investments LLC | 0.00% | Reduce -57.5% | 268 | $49K |
| Core Alternative Capital | 0.01% | New | 261 | $48K |
| Legacies Wealth LLC | 0.04% | No change | 250 | $46K |
| Sittner & Nelson, LLC | 0.02% | Add +6.8% | 250 | $46K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 245 | $45K |
| Dogwood Wealth Management LLC | 0.03% | No change | 243 | $44K |
| Cassady Schiller Wealth Management, LLC | 0.02% | Reduce -17.3% | 239 | $44K |
| Balefire, LLC | 0.01% | Reduce -0.4% | 225 | $41K |
| Private Wealth Management Group, LLC | 0.02% | Reduce -53.4% | 214 | $39K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 209 | $38K |
| Byrne Asset Management LLC | 0.03% | No change | 209 | $38K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 208 | $38K |
| Horizons Wealth Management | 0.02% | No change | 222 | $38K |
| Global Trust Asset Management, LLC | 0.02% | No change | 201 | $37K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 198 | $36K |
| New England Capital Financial Advisors LLC | 0.02% | Add +25.5% | 192 | $35K |
| Opal Wealth Advisors, LLC | 0.01% | New | 185 | $34K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 182 | $33K |
| McIlrath & Eck, LLC | 0.01% | No change | 178 | $33K |
| Thompson Investment Management, Inc. | 0.00% | No change | 175 | $32K |
| FPC Investment Advisory, Inc. | 0.03% | — | 172 | $30K |
| JDM Financial Group LLC | 0.02% | No change | 164 | $30K |
| Rain Capital Management, LLC | 0.02% | Add +0.6% | 162 | $30K |
| Anfield Capital Management, LLC | 0.01% | New | 160 | $29K |
| Raleigh Capital Management Inc. | 0.01% | Add +558.3% | 158 | $29K |
| Bangor Savings Bank | 0.00% | No change | 157 | $29K |
| WealthCollab, LLC | 0.02% | No change | 148 | $27K |
| Piscataqua Savings Bank | 0.02% | Reduce -50.0% | 148 | $27K |
| True Wealth Design, LLC | 0.01% | No change | 147 | $27K |
| Eagle Bay Advisors LLC | 0.02% | New | 140 | $26K |
| Rakuten Securities, Inc. | 0.01% | New | 136 | $25K |
| Y.D. More Investments Ltd | 0.00% | No change | 136 | $25K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -56.3% | 129 | $23K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -49.2% | 129 | $23K |
| Valued Wealth Advisors LLC | 0.01% | New | 115 | $21K |
| Atwood & Palmer Inc. | 0.00% | No change | 113 | $21K |
| Milestone Investment Advisors LLC | 0.01% | No change | 112 | $20K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 108 | $20K |
| American National Bank & Trust | 0.00% | No change | 107 | $20K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | No change | 104 | $19K |
| Avion Wealth | 0.01% | No change | 102 | $19K |
| United Community Bank | 0.01% | No change | 103 | $19K |
| Steph & Co. | 0.01% | No change | 100 | $18K |
| Hartford Financial Management Inc. | 0.00% | No change | 100 | $18K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 100 | $18K |
| Wiser Advisor Group LLC | 0.03% | No change | 91 | $17K |
| Chelsea Counsel Co. | 0.01% | New | 88 | $16K |
| Syntrinsic LLC | 0.01% | No change | 87 | $16K |
| Central Pacific Bank - Trust Division | 0.00% | — | 82 | $15K |
| Kelly Financial Services LLC | 0.01% | No change | 80 | $15K |
| Delta Asset Management LLC | 0.00% | Reduce -16.0% | 79 | $14K |
| Lowe Wealth Advisors, LLC | 0.01% | Add +48.1% | 77 | $14K |
| WR Wealth Planners, LLC | 0.00% | New | 70 | $13K |
| Security National Bank | 0.00% | Reduce -88.3% | 66 | $12K |
| Guardian Wealth Management, Inc. | 0.01% | No change | 60 | $11K |
| Bank of New Hampshire | 0.00% | No change | 56 | $10K |
| Stone House Investment Management, LLC | 0.00% | New | 56 | $10K |
| Centerpoint Advisors, LLC | 0.00% | No change | 50 | $9K |
| AlphaMark Advisors, LLC | 0.00% | No change | 50 | $9K |
| Central Bank & Trust Co. | 0.00% | New | 47 | $9K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 46 | $8K |
| VitalStone Financial, LLC | 0.01% | Reduce -84.7% | 46 | $8K |
| Clarity Asset Management, Inc. | 0.01% | Reduce -44.6% | 41 | $7K |
| HighMark Wealth Management LLC | 0.00% | No change | 39 | $7K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 40 | $7K |
| PayPay Securities Corp | 0.33% | Reduce -10.0% | 36 | $7K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -10.0% | 36 | $7K |
| Costello Asset Management, INC | 0.00% | No change | 34 | $6K |
| Morton Brown Family Wealth, LLC | 0.00% | Reduce -60.0% | 34 | $6K |
| Gold Investment Management Ltd. | 0.00% | No change | 33 | $6K |
| Kozak & Associates, Inc. | 0.00% | No change | 30 | $6K |
| Birchbrook, Inc. | 0.00% | Reduce -75.2% | 30 | $5K |
| TFC Financial Management, Inc. | 0.00% | No change | 30 | $5K |
| First Pacific Financial | 0.00% | No change | 24 | $4K |
| Horizon Bancorp Inc. | 0.00% | No change | 14 | $3K |
| Impact Partnership Wealth, LLC | 0.00% | Reduce -84.2% | 16 | $3K |
| Activest Wealth Management | 0.00% | No change | 14 | $3K |
| Bear Mountain Capital, Inc. | 0.00% | Reduce -44.0% | 14 | $2K |
| Evolution Advisers, Inc. | 0.00% | No change | 10 | $2K |
| Truvestments Capital LLC | 0.00% | No change | 10 | $2K |
| LGT Financial Advisors LLC | 0.00% | Add +11.1% | 10 | $2K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 10 | $2K |
| Citadel Advisors | 0.00% | Reduce -99.9% | 6 | $1K |
| Country Trust Bank | 0.00% | No change | 2 | $289 |
"% of holder's portfolio" is VIG's weight in each manager's 13F, not the share of Vanguard Dividend Apprec ETF the manager owns.