Vanguard Dividend Apprec ETFVIGETF
13F holders, Q3 2024 (September 30)2,107holders +46
113new positions
65sold out
4famous investors
$198.04avg. 13F price*
At the end of Q3 2024, 2,107 institutions reported holding Vanguard Dividend Apprec ETF (VIG) in their 13F filings, up 46 from Q2 2024. 113 opened new positions and 65 sold out. The largest holders were Bank of America Corp. ($4.2B), Morgan Stanley ($2.4B) and Wells Fargo & Company ($1.9B). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Vanguard Dividend Apprec ETF
- CUSIP
- 921908844
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 113 | $221.4M |
| Exits | 65 | $180.7M |
All 13F filers, Q2 2024 → Q3 2024: 8,046,745 shares bought and 13,461,823 shares sold, net −5,415,078 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,107 holders
| Bank of America Corp. | 0.37% | Reduce -2.4% | 21,138,239 | $4.2B |
| Morgan Stanley | 0.17% | Add +1.7% | 12,144,754 | $2.4B |
| Wells Fargo & Company | 0.47% | Reduce -4.9% | 9,687,413 | $1.9B |
| Vanguard Group Inc. | 0.03% | Add +4.6% | 9,407,492 | $1.9B |
| Wealthfront Advisers LLC | 4.15% | Add +1.2% | 6,823,204 | $1.4B |
| UBS Group AG | 0.35% | Reduce -1.0% | 6,386,021 | $1.3B |
| LPL Financial LLC | 0.51% | Add +5.7% | 5,808,810 | $1.2B |
| HB Wealth Management, LLC | 10.07% | Add +2.8% | 4,786,899 | $937.4M |
| Raymond James & Associates | 0.45% | Add +5.1% | 3,698,942 | $732.6M |
| Royal Bank of Canada | 0.16% | Reduce -1.6% | 3,693,517 | $731.5M |
| JPMorgan Chase & Co. | 0.05% | Add +3.9% | 3,295,589 | $652.7M |
| Commonwealth Equity Services, LLC | 0.84% | Reduce -1.9% | 2,809,801 | $556.5M |
| Ameriprise Financial Inc. | 0.12% | Reduce -4.0% | 2,375,198 | $470.4M |
| Envestnet Asset Management Inc. | 0.14% | Add +7.5% | 2,215,860 | $438.9M |
| HighTower Advisors, LLC | 0.65% | Add +1.8% | 2,211,138 | $438.0M |
| Signaturefd, LLC | 7.23% | Add +0.5% | 1,913,049 | $378.9M |
| Bank of New York Mellon Corp | 0.06% | Reduce -2.9% | 1,697,067 | $336.1M |
| Raymond James Financial Services Advisors, Inc. | 0.44% | Reduce -12.3% | 1,662,043 | $329.2M |
| Osaic Holdings, Inc. | 0.68% | Reduce -0.1% | 1,513,220 | $299.8M |
| Northwestern Mutual Wealth Management Co. | 0.26% | Add +0.5% | 1,501,406 | $297.4M |
| Modera Wealth Management, LLC | 3.46% | Add +4.6% | 1,373,644 | $272.1M |
| Mariner, LLC | 0.45% | Add +1.2% | 1,279,876 | $253.5M |
| Trust Point Inc. | 18.77% | Reduce -0.2% | 1,262,716 | $250.1M |
| Howard Capital Management, LLC | 3.93% | Add +11084.4% | 1,208,253 | $239.3M |
| Joel Isaacson & Co., LLC | 10.90% | Add +2.4% | 1,153,657 | $228.5M |
| Captrust Financial Advisors | 0.60% | Add +3.1% | 1,025,174 | $203.0M |
| Stifel Financial Corp. | 0.21% | Add +0.8% | 1,010,219 | $200.1M |
| Corient Private Wealth LP | 0.31% | Add +1.9% | 977,550 | $193.6M |
| Aspiriant, LLC | 7.28% | Add +0.0% | 968,782 | $191.9M |
| Manufacturers Life Insurance Company, The | 0.17% | Reduce -12.4% | 967,726 | $191.7M |
| Truist Financial Corp. | 0.30% | Reduce -3.9% | 951,787 | $188.5M |
| Creative Planning | 0.19% | Reduce -1.8% | 947,415 | $187.6M |
| Wealth Enhancement Advisory Services, LLC | 0.40% | Reduce -0.6% | 935,371 | $185.3M |
| MAI Capital Management | 1.71% | Add +1.5% | 899,169 | $178.1M |
| Brown Advisory Inc. | 0.22% | Add +0.9% | 897,869 | $177.8M |
| Cambridge Investment Research Advisors, Inc. | 0.60% | Add +7.0% | 889,932 | $176.3M |
| Bank of Montreal | 0.08% | Reduce -0.5% | 876,723 | $173.0M |
| Cetera Investment Advisers | 0.36% | Add +0.8% | 832,126 | $164.8M |
| Focus Partners Wealth | 0.52% | Reduce -34.3% | 854,032 | $161.4M |
| Waverly Advisors, LLC | 2.96% | Add +1.8% | 810,404 | $160.5M |
| Nicholas Hoffman & Company, LLC. | 6.34% | Add +3.1% | 758,942 | $150.3M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -1.0% | 717,811 | $142.2M |
| Jones Financial Companies LLLP | 0.14% | Add +25.7% | 699,335 | $138.0M |
| Retirement Planning Group, LLC | 7.44% | Add +1.0% | 689,091 | $136.5M |
| Rockefeller Capital Management L.P. | 0.36% | Add +0.1% | 679,048 | $134.5M |
| Northeast Financial Consultants Inc | 5.84% | Reduce -0.4% | 673,900 | $133.5M |
| Baird Financial Group, Inc. | 0.25% | Add +6.9% | 655,176 | $129.8M |
| Blair William & Co. | 0.38% | Reduce -1.0% | 654,365 | $129.6M |
| Glenmede Trust Co. NA | 0.61% | Reduce -0.2% | 639,463 | $126.7M |
| Cresset Asset Management, LLC | 0.48% | Add +8.8% | 623,256 | $123.9M |
| Cerity Partners LLC | 0.26% | Add +0.4% | 583,939 | $115.7M |
| Private Advisor Group, LLC | 0.71% | Add +0.3% | 576,875 | $114.3M |
| Fifth Third Bancorp | 0.41% | Reduce -3.5% | 568,840 | $112.7M |
| DAVENPORT & Co LLC | 0.65% | Add +4.0% | 558,658 | $110.6M |
| Confluence Wealth Services, Inc. | 7.94% | Add +8.5% | 548,086 | $108.6M |
| MML Investors Services, LLC | 0.39% | Add +1.7% | 542,185 | $107.4M |
| Janney Montgomery Scott LLC | 0.30% | Add +4.5% | 539,057 | $106.8M |
| Lincoln National Corp. | 3.39% | Reduce -0.9% | 534,833 | $105.9M |
| Kestra Advisory Services, LLC | 0.56% | Reduce -4.0% | 516,151 | $102.2M |
| Stokes Family Office, LLC | 11.01% | Reduce -2.3% | 508,239 | $100.7M |
| Mercer Global Advisors Inc. | 0.23% | Reduce -2.5% | 495,434 | $97.7M |
| 3EDGE Asset Management, LP | 6.81% | New | 484,738 | $96.0M |
| Sanctuary Advisors, LLC | 0.59% | Add +9.1% | 456,776 | $92.5M |
| Franklin Resources Inc. | 0.03% | Add +2.4% | 452,909 | $91.2M |
| Enclave Advisors LLC | 15.13% | — | 450,679 | $89.3M |
| TD Private Client Wealth LLC | 2.43% | Add +1.9% | 426,442 | $84.5M |
| Brookstone Capital Management | 1.15% | Add +9.5% | 394,537 | $78.1M |
| Robertson Stephens Wealth Management, LLC | 2.81% | Add +286.4% | 383,190 | $76.2M |
| Atria Wealth Solutions, Inc. | 0.82% | Reduce -6.6% | 382,331 | $75.9M |
| Haverford Trust Co | 0.74% | Add +4.2% | 381,107 | $75.5M |
| Steward Partners Investment Advisory, LLC | 0.69% | Add +23.7% | 374,777 | $74.2M |
| Hubbell Strickland Wealth Management, LLC | 32.80% | Add +0.1% | 353,920 | $70.1M |
| Systematic Alpha Investments, LLC | 2.55% | No change | 353,000 | $69.9M |
| Park Avenue Securities LLC | 0.77% | Add +9.7% | 346,701 | $68.7M |
| Mesirow Financial Investment Management, Inc. | 1.32% | Add +108.2% | 345,254 | $68.4M |
| NewEdge Advisors, LLC | 0.44% | Add +0.0% | 342,555 | $67.8M |
| Paragon Capital Management Ltd | 13.29% | Reduce -0.8% | 340,428 | $67.4M |
| FMR LLC | 0.00% | Add +7.9% | 335,065 | $66.4M |
| CW Advisors, LLC | 0.87% | Add +11102.8% | 328,803 | $65.1M |
| Provenance Wealth Advisors, LLC | 8.09% | Reduce -0.5% | 326,980 | $64.8M |
| WMS Partners, LLC | 3.62% | Add +8.7% | 325,628 | $64.5M |
| Performance Wealth Partners, LLC | 2.11% | Reduce -41.7% | 310,074 | $61.4M |
| Berkshire Money Management, Inc. | 7.00% | Reduce -0.0% | 308,872 | $61.2M |
| Ieq Capital, LLC | 0.74% | Add +0.6% | 303,244 | $60.1M |
| 360 Financial, Inc. | 21.82% | Add +1.1% | 298,221 | $59.1M |
| Baltimore-Washington Financial Advisors, Inc. | 3.02% | Add +1.7% | 280,288 | $55.5M |
| GLOBALT Investments LLC / GA | 2.05% | Reduce -5.1% | 276,573 | $54.8M |
| Advisor OS, LLC | 5.42% | Add +5.9% | 274,890 | $54.4M |
| PNC Financial Services Group, Inc. | 0.03% | Add +1.2% | 272,653 | $54.0M |
| Beacon Pointe Advisors, LLC | 0.62% | Reduce -1.8% | 269,930 | $53.5M |
| PDS Planning, Inc | 4.63% | Add +2.0% | 260,820 | $51.7M |
| Evensky & Katz LLC | 3.31% | Add +0.8% | 256,322 | $50.8M |
| MJP Associates Inc. | 9.56% | Add +6.9% | 254,555 | $50.4M |
| Principle Wealth Partners LLC | 3.56% | Reduce -0.7% | 253,423 | $50.2M |
| Resonant Capital Advisors, LLC | 3.67% | Add +3.4% | 251,311 | $50.0M |
| Planning Alternatives Ltd. | 7.60% | Reduce -0.1% | 252,178 | $49.9M |
| Rational Advisors, Inc. | 4.91% | Reduce -7.3% | 250,515 | $49.6M |
| Wealth Architects, LLC | 5.30% | Add +3.9% | 236,637 | $46.9M |
| Equitable Holdings, Inc. | 0.44% | Add +9.2% | 230,574 | $45.7M |
| US Bancorp \de | 0.06% | Add +3.0% | 228,806 | $45.3M |
| New England Private Wealth Advisors LLC | 7.30% | Reduce -1.5% | 228,578 | $45.3M |
| Pathstone Holdings, LLC | 0.20% | Reduce -5.1% | 225,396 | $44.6M |
| Northern Trust Corp. | 0.01% | Add +4.8% | 216,828 | $42.9M |
| Buska Wealth Management, LLC | 14.81% | Add +8.2% | 214,421 | $42.5M |
| American Financial Advisors, LLC | 5.76% | Reduce -2.5% | 213,118 | $42.2M |
| Mosaic Advisors LLC | 32.15% | Add +1.0% | 212,061 | $42.0M |
| E&G Advisors, LLC | 11.34% | Reduce -0.6% | 207,184 | $41.0M |
| Noble Family Wealth, LLC | 10.76% | Reduce -0.3% | 202,113 | $40.0M |
| Ballentine Partners, LLC | 0.67% | Reduce -0.8% | 198,172 | $39.2M |
| Connecticut Wealth Management, LLC | 1.89% | Reduce -0.6% | 197,100 | $39.0M |
| TD Capital Management LLC | 3.91% | Reduce -1.2% | 197,033 | $39.0M |
| Kohmann Bosshard Financial Services, LLC | 4.81% | Reduce -1.8% | 195,732 | $38.8M |
| Two Sigma Investments, LP | 0.09% | Add +45.3% | 190,303 | $37.7M |
| Frazier Financial Advisors, LLC | 29.10% | Add +3.8% | 189,049 | $37.4M |
| Prime Capital Investment Advisors, LLC | 0.53% | Reduce -3.9% | 188,000 | $37.2M |
| Howard Financial Services, LTD. | 5.20% | Add +3.7% | 181,669 | $36.0M |
| M&T Bank Corp | 0.12% | Reduce -4.5% | 178,078 | $35.3M |
| Eclectic Associates Inc. | 13.86% | Add +1.0% | 177,335 | $35.1M |
| Laurel Wealth Advisors LLC | 5.58% | Add +0.2% | 175,368 | $34.7M |
| &partners | 0.67% | Add +72.8% | 174,900 | $34.7M |
| Edmonds Duncan Registered Investment Advisors, LLC | 7.55% | Add +5.3% | 173,993 | $34.5M |
| Citigroup Inc. | 0.03% | Add +24.4% | 173,827 | $34.4M |
| Florida Trust Wealth Management Co | 1.10% | Reduce -0.6% | 173,390 | $34.3M |
| D.A. Davidson & Co. | 0.28% | Add +6.8% | 171,673 | $34.0M |
| Avantax Planning Partners, Inc. | 1.21% | Reduce -21.5% | 170,816 | $33.8M |
| Avantax Advisory Services, Inc. | 0.22% | Reduce -2.5% | 168,944 | $33.5M |
| Arlington Trust Co LLC | 7.22% | Add +0.1% | 166,930 | $33.1M |
| Evoke Wealth, LLC | 0.89% | Add +3096.6% | 164,465 | $32.7M |
| Mittelman Wealth Management | 18.53% | Add +47.5% | 164,662 | $32.6M |
| Stephens Inc. | 0.46% | Add +11.7% | 164,488 | $32.6M |
| FIDELIS iM, LLC | 14.73% | Add +0.8% | 164,033 | $32.5M |
| Baron Silver Stevens Financial Advisors, LLC | 5.66% | Add +2.4% | 163,635 | $32.4M |
| Edge Capital Group, LLC | 1.41% | Add +11.7% | 160,304 | $31.7M |
| Diversified Trust Co. | 0.80% | Add +1.8% | 159,843 | $31.7M |
| Capital Advisors, Ltd. LLC | 3.91% | Reduce -2.2% | 159,351 | $31.6M |
| Old Mission Investment Co LLC | 9.56% | Reduce -0.0% | 157,253 | $31.1M |
| National Bank of Canada | 0.04% | Add +1.1% | 154,995 | $30.7M |
| Capital Advisors Wealth Management, LLC | 5.63% | Add +0.5% | 154,295 | $30.6M |
| ProVise Management Group, LLC | 2.40% | Reduce -4.5% | 153,238 | $30.4M |
| Human Investing LLC | 5.43% | Reduce -1.0% | 151,678 | $30.0M |
| First Manhattan Co. Llc. | 0.09% | Reduce -5.2% | 149,034 | $29.6M |
| Seneca Financial Advisors LLC | 14.27% | Reduce -0.4% | 148,136 | $29.3M |
| Valmark Advisers, Inc. | 0.46% | Add +1.7% | 147,565 | $29.2M |
| Firestone Capital Management | 7.26% | Reduce -4.0% | 146,194 | $29.0M |
| Investment Advisory Services Inc. /TX | 10.18% | Add +2.8% | 145,447 | $28.8M |
| McClarren Financial Advisors, Inc. | 3.61% | Add +159.6% | 25,589 | $28.7M |
| Agf Management Ltd. | 0.14% | Reduce -0.4% | 142,500 | $28.2M |
| Gray Wealth Management Inc. | 11.07% | Add +1.7% | 141,563 | $28.0M |
| Studio Investment Management LLC | 5.87% | Add +1.9% | 140,373 | $27.9M |
| Advisory Alpha, LLC | 0.99% | Reduce -1.6% | 140,184 | $27.8M |
| NewEdge Wealth, LLC | 0.49% | Reduce -0.3% | 137,712 | $27.3M |
| Clearstead Advisors, LLC | 0.41% | Reduce -0.4% | 133,742 | $26.5M |
| EP Wealth Advisors, LLC | 0.23% | Add +1.0% | 132,803 | $26.3M |
| Granite FO LLC | 14.83% | Add +0.1% | 132,312 | $26.2M |
| McCarthy Asset Management, Inc. | 16.23% | Reduce -0.1% | 131,803 | $26.1M |
| Searcy Financial Services Inc. | 12.19% | Add +1.1% | 131,163 | $26.0M |
| Scotia Capital Inc. | 0.14% | Add +3.6% | 130,998 | $25.9M |
| Compton Wealth Advisory Group, LLC | 6.51% | Reduce -2.9% | 130,205 | $25.8M |
| VPR Management LLC | 8.93% | No change | 129,430 | $25.6M |
| Crane Advisory, LLC | 4.63% | Reduce -1.0% | 130,185 | $25.6M |
| Northeast Investment Management | 1.13% | Add +0.4% | 127,319 | $25.2M |
| Klaas Financial Asset Advisors, LLC | 4.36% | Add +1.1% | 126,979 | $25.1M |
| Allworth Financial LP | 0.15% | Reduce -1.2% | 126,882 | $25.1M |
| JNBA Financial Advisors | 2.53% | Reduce -8.0% | 126,821 | $25.1M |
| EverSource Wealth Advisors, LLC | 1.56% | Add +0.0% | 124,688 | $24.7M |
| Lodestar Private Asset Management LLC | 3.11% | Reduce -0.3% | 123,153 | $24.4M |
| Mutual Advisors, LLC | 0.71% | Reduce -0.1% | 122,899 | $24.3M |
| MTM Financial Group, LLC | 14.72% | Add +0.9% | 121,675 | $24.1M |
| CENTRAL TRUST Co | 0.56% | Reduce -0.9% | 121,164 | $24.0M |
| Graves Light Lenhart Wealth, Inc. | 2.94% | Reduce -18.2% | 120,805 | $23.9M |
| Capital Advantage, Inc. | 4.50% | Add +0.6% | 118,691 | $23.5M |
| Montag A & Associates Inc. | 1.11% | Add +2.3% | 117,646 | $23.4M |
| Wharton Business Group, LLC | 1.02% | Add +0.7% | 114,558 | $22.7M |
| Annex Advisory Services, LLC | 0.72% | Reduce -8.2% | 113,892 | $22.6M |
| Select Asset Management & Trust | 8.23% | Add +29.8% | 112,811 | $22.3M |
| Ariston Services Group | 19.37% | No change | 112,352 | $22.3M |
| Roof Eidam Maycock Peralta, LLC | 5.62% | Reduce -5.2% | 111,475 | $22.1M |
| Compass Financial Group, INC | 4.30% | Add +1.6% | 110,488 | $21.9M |
| J.W. Cole Advisors, Inc. | 0.91% | Add +1.8% | 110,074 | $21.8M |
| AMG National Trust Bank | 0.59% | Add +0.3% | 109,898 | $21.8M |
| Goepper Burkhardt LLC | 8.87% | Reduce -1.3% | 108,641 | $21.5M |
| Comerica Bank | 0.09% | Add +3.3% | 108,510 | $21.5M |
| OneDigital Investment Advisors LLC | 0.25% | Add +6.1% | 108,412 | $21.5M |
| Coldstream Capital Management Inc. | 0.46% | Reduce -0.6% | 108,343 | $21.5M |
| Whitegate Investment Counselors, Inc. | 5.67% | Reduce -2.4% | 107,916 | $21.4M |
| Western Wealth Management, LLC | 1.21% | Reduce -8.4% | 107,496 | $21.3M |
| JT Stratford LLC | 3.65% | Add +2.4% | 107,429 | $21.3M |
| Prepared Retirement Institute LLC | 12.87% | Add +5.9% | 107,384 | $21.3M |
| Rwa Wealth Partners, LLC | 0.26% | Reduce -5.8% | 106,693 | $21.1M |
| Nikulski Financial, Inc. | 6.31% | Reduce -0.5% | 106,515 | $21.1M |
| Tradition Wealth Management, LLC | 1.88% | Add +2.6% | 106,441 | $21.1M |
| Betterment LLC | 0.05% | Add +10.7% | 103,559 | $20.5M |
| Family Manage LLC | 3.38% | Add +5.3% | 102,561 | $20.3M |
| Consolidated Capital Management, LLC | 8.72% | Add +16.9% | 100,839 | $20.0M |
| PFG Advisors | 1.26% | Reduce -9.5% | 100,823 | $20.0M |
| Cwm, LLC | 0.09% | Add +1.1% | 100,790 | $20.0M |
| Smith Anglin Financial, LLC | 1.92% | Reduce -4.0% | 100,541 | $19.9M |
| KilterHowling LLC | 12.35% | Add +2.0% | 99,285 | $19.7M |
| Jackson, Grant Investment Advisers, Inc. | 7.35% | Add +1.4% | 99,262 | $19.7M |
| Stratos Wealth Partners, LTD. | 0.29% | Add +7.1% | 99,062 | $19.6M |
| Townsquare Capital LLC | 0.23% | Add +314.9% | 98,740 | $19.6M |
| McCarthy & Cox | 7.44% | Reduce -7.3% | 98,029 | $19.4M |
| Carnegie Investment Counsel | 0.57% | Add +0.1% | 97,754 | $19.4M |
| Fusion Capital, LLC | 8.29% | Add +0.1% | 97,617 | $19.3M |
| Family CFO Inc | 10.74% | Reduce -0.1% | 96,111 | $19.0M |
| FAS Wealth Partners, Inc. | 1.51% | Reduce -0.6% | 95,712 | $19.0M |
| Cornerstone Wealth Management, LLC | 1.33% | Reduce -0.0% | 95,539 | $18.9M |
| Cahill Financial Advisors Inc. | 2.57% | Reduce -4.8% | 94,713 | $18.8M |
| Snowden Capital Advisors LLC | 0.56% | Add +0.8% | 94,220 | $18.7M |
| Addison Advisors LLC | 5.18% | Add +1.0% | 94,066 | $18.6M |
| Advisory Services Network, LLC | 0.38% | No change | 100,865 | $18.4M |
| Madison Asset Management, LLC | 0.21% | Add +19.7% | 92,943 | $18.4M |
| Synovus Financial Corp. | 0.21% | Add +46.2% | 92,293 | $18.3M |
| Smith, Moore & Co. | 1.74% | Add +1.1% | 92,034 | $18.2M |
| Dan L Duncan Foundation | 25.80% | Add +0.5% | 91,966 | $18.2M |
| Sound View Wealth Advisors Group, LLC | 1.48% | Add +8.4% | 91,709 | $18.2M |
| Romano Brothers and Company | 2.26% | Add +13.3% | 91,626 | $18.1M |
| Carolinas Wealth Consulting LLC | 3.29% | Reduce -4.4% | 91,211 | $18.1M |
| DDFG, Inc | 5.16% | Reduce -1.5% | 91,246 | $18.1M |
| CRA Financial Services, LLC | 3.30% | Reduce -2.1% | 90,788 | $18.0M |
| Snider Financial Group | 6.56% | Reduce -1.0% | 90,539 | $17.9M |
| Focus Financial Network, Inc. | 0.73% | Reduce -1.4% | 89,891 | $17.9M |
| Coston, McIsaac & Partners | 5.04% | Add +2.5% | 90,130 | $17.9M |
| Associated Banc-Corp | 0.52% | Add +1.1% | 89,558 | $17.7M |
| Lido Advisors, LLC | 0.13% | Reduce -2.4% | 89,528 | $17.7M |
| Hanover Advisors Inc. | 7.42% | Add +0.3% | 89,191 | $17.7M |
| Clarity Wealth Advisors, LLC | 5.06% | Add +5.7% | 87,945 | $17.4M |
| Integrated Advisors Network LLC | 0.84% | Reduce -20.6% | 87,782 | $17.4M |
| Carr Financial Group Corp | 5.15% | Add +20.5% | 87,198 | $17.3M |
| Flagship Harbor Advisors, LLC | 0.94% | Reduce -3.3% | 86,722 | $17.2M |
| CreativeOne Wealth, LLC | 0.58% | Add +4.3% | 86,022 | $17.0M |
| Martel Wealth Advisors LLC | 3.48% | Reduce -0.8% | 86,194 | $17.0M |
| CM Wealth Advisors LLC | 5.50% | Add +159.2% | 85,665 | $17.0M |
| Kingsview Wealth Management, LLC | 0.35% | Add +0.3% | 84,665 | $16.8M |
| Citizens Financial Group Inc. | 0.34% | Add +13.3% | 83,771 | $16.7M |
| LM Advisors LLC | 3.40% | Reduce -2.0% | 85,117 | $16.6M |
| Beacon Investment Advisory Services, Inc. | 0.69% | Add +9.8% | 83,727 | $16.6M |
| Wealthcare Advisory Partners LLC | 0.47% | Add +0.4% | 83,535 | $16.5M |
| Americana Partners, LLC | 1.12% | Add +23.2% | 82,841 | $16.4M |
| Forbes J M & Co. LLP | 1.60% | Reduce -0.1% | 82,589 | $16.4M |
| Onyx Bridge Wealth Group LLC | 2.45% | Add +0.4% | 82,093 | $16.3M |
| Aspen Wealth Management LLC | 4.90% | Add +3.7% | 81,561 | $16.2M |
| Hapanowicz & Associates Financial Services, Inc | 8.04% | Add +2.4% | 80,660 | $16.0M |
| Curi Capital, LLC | 0.36% | Reduce -2.5% | 80,358 | $15.9M |
| Rovin Capital /Ut/ | 5.83% | Add +11.4% | 79,465 | $15.7M |
| Rothschild Investment LLC | 1.03% | Add +2.5% | 79,455 | $15.7M |
| Burns J W & Co. Inc. | 2.04% | Add +5.3% | 79,332 | $15.7M |
| Venture Visionary Partners LLC | 0.70% | Add +6.7% | 79,228 | $15.7M |
| CIBC Private Wealth Group LLC | 0.03% | Reduce -7.9% | 79,154 | $15.7M |
| Mosaic Financial Group, LLC | 11.12% | Reduce -0.7% | 79,065 | $15.7M |
| Asset Management Group, Inc. | 2.21% | Reduce -1.8% | 78,942 | $15.6M |
| HBK Sorce Advisory LLC | 0.47% | Reduce -3.1% | 78,226 | $15.5M |
| Employees' Retirement Fund of the City of Fort Worth | 7.05% | No change | 78,051 | $15.5M |
| D.B. Root & Company, LLC | 5.08% | Add +8.2% | 77,880 | $15.4M |
| Planning Directions Inc. | 9.18% | Reduce -2.5% | 77,811 | $15.4M |
| High Net Worth Advisory Group LLC | 4.26% | Add +0.1% | 77,212 | $15.3M |
| Family Investment Center, Inc. | 3.84% | Reduce -0.9% | 77,158 | $15.3M |
| Syon Capital LLC | 1.35% | Reduce -0.7% | 76,983 | $15.2M |
| Advisors Preferred, LLC | 2.32% | Add +29.3% | 77,250 | $15.2M |
| FRG Family Wealth Advisors LLC | 2.71% | Reduce -1.5% | 76,523 | $15.2M |
| Gladstone Institutional Advisory LLC | 0.74% | Add +779.3% | 76,445 | $15.1M |
| Amara Financial, Llc. | 14.43% | — | 76,125 | $15.1M |
| Main Street Financial Solutions, LLC | 1.37% | Add +2.5% | 75,617 | $15.0M |
| Aspen Grove Capital, LLC | 3.30% | Add +0.1% | 75,158 | $14.9M |
| Composition Wealth, LLC | 0.34% | Reduce -3.1% | 75,087 | $14.9M |
| Garde Capital, Inc. | 0.97% | No change | 74,625 | $14.8M |
| BNP Paribas Financial Markets | 0.01% | Add +1718.2% | 74,563 | $14.8M |
| Concurrent Investment Advisors, LLC | 0.44% | Add +17.5% | 74,260 | $14.7M |
| Cozad Asset Management Inc. | 1.39% | Reduce -12.8% | 73,431 | $14.5M |
| Paradigm Capital Management, LLC | 13.87% | — | 72,416 | $14.3M |
| Oak Harvest Investment Services | 2.05% | Reduce -2.3% | 72,106 | $14.3M |
| Bryn Mawr Trust Advisors, LLC | 0.75% | Reduce -1.7% | 70,503 | $14.0M |
| Wheelhouse Advisory Group LLC | 8.87% | Add +3.6% | 69,544 | $13.8M |
| Whittier Trust Co. | 0.18% | Reduce -1.0% | 69,167 | $13.7M |
| Jordan Park Group LLC | 0.93% | Add +11.1% | 69,131 | $13.7M |
| Regal Investment Advisors LLC | 0.96% | Add +1.7% | 69,085 | $13.7M |
| Evergreen Capital Management LLC | 0.46% | Add +3.3% | 68,711 | $13.7M |
| Pettyjohn, Wood & White, Inc. | 2.49% | Reduce -1.0% | 68,196 | $13.5M |
| Raymond James Trust N.A. | 0.29% | Add +9.8% | 68,040 | $13.5M |
| Circle Wealth Management, LLC | 0.30% | Add +6.8% | 67,683 | $13.4M |
| Patriot Investment Management Group, Inc. | 0.98% | Reduce -0.6% | 67,160 | $13.3M |
| JFS Wealth Advisors, LLC | 0.88% | Add +1220.4% | 66,721 | $13.2M |
| HHM Wealth Advisors, LLC | 1.87% | Reduce -4.1% | 66,657 | $13.2M |
| Visionary Wealth Advisors | 0.80% | Reduce -2.4% | 66,509 | $13.2M |
| Journey Advisory Group, LLC | 1.58% | Reduce -0.9% | 72,037 | $13.2M |
| Kitching Partners, LLC | 17.47% | Add +8.7% | 65,731 | $13.0M |
| Dakota Wealth Management | 0.29% | Reduce -0.8% | 65,529 | $13.0M |
| Zions Bancorporation, N.A. | 0.94% | Reduce -15.7% | 65,380 | $12.9M |
| Perigon Wealth Management, LLC | 0.35% | New | 64,955 | $12.9M |
| Great Valley Advisor Group, Inc. | 0.32% | Add +1.1% | 64,937 | $12.9M |
| Mather Group, Llc. | 0.16% | Reduce -30.3% | 64,678 | $12.8M |
| Mgo One Seven LLC | 0.55% | Add +1.0% | 64,557 | $12.8M |
| Aptus Capital Advisors, LLC | 0.19% | Add +21.2% | 64,521 | $12.8M |
| Blackston Financial Advisory Group, LLC | 6.57% | Reduce -2.0% | 64,192 | $12.7M |
| Kestra Private Wealth Services, LLC | 0.23% | Reduce -0.3% | 63,084 | $12.5M |
| First Heartland Consultants, Inc. | 1.34% | Add +5.9% | 63,043 | $12.5M |
| SouthState Bank Corp | 0.86% | Add +13.2% | 63,001 | $12.5M |
| Apella Capital, LLC | 0.51% | Reduce -1.7% | 63,333 | $12.5M |
| Meridian Wealth Advisors, LLC | 2.08% | Reduce -5.8% | 62,924 | $12.5M |
| Trek Financial, LLC | 0.93% | Add +272.4% | 62,876 | $12.5M |
| Natixis Advisors, LLC | 0.02% | Add +8.6% | 62,768 | $12.4M |
| Tyche Wealth Partners LLC | 2.78% | Add +3.1% | 62,101 | $12.3M |
| Kraft, Davis & Associates, LLC | 3.66% | Add +2.0% | 63,008 | $12.3M |
| Motive Wealth Advisors | 7.37% | No change | 67,258 | $12.3M |
| Old National Bancorp | 0.28% | Reduce -0.2% | 61,654 | $12.2M |
| Leavell Investment Management, Inc. | 0.61% | Add +1.3% | 61,343 | $12.2M |
| Cascades Capital Asset Management, LLC | 6.89% | — | 61,452 | $12.2M |
| Parallel Advisors, LLC | 0.29% | Add +2.0% | 61,425 | $12.2M |
| Chatham Capital Group, Inc. | 1.98% | Reduce -0.2% | 61,210 | $12.1M |
| Flputnam Investment Management Co. | 0.22% | Add +3.1% | 61,294 | $12.1M |
| Mission Wealth Management, LP | 0.30% | Reduce -0.4% | 61,067 | $12.1M |
| Cornerstone Advisory, LLC | 1.59% | Add +6.6% | 60,877 | $12.1M |
| Allred Capital Management, LLC | 4.74% | Add +0.0% | 60,859 | $12.1M |
| Transcend Capital Advisors, LLC | 0.81% | Reduce -0.1% | 60,800 | $12.0M |
| Mendel Capital Management LLC | 7.35% | Reduce -0.6% | 60,444 | $12.0M |
| NWF Advisory Services Inc. | 1.74% | Add +7.5% | 60,376 | $12.0M |
| Ancora Advisors LLC | 0.27% | Add +1.6% | 60,355 | $12.0M |
| Archford Capital Strategies, LLC | 1.80% | Add +2.6% | 59,326 | $11.9M |
| Global Retirement Partners, LLC | 0.36% | Add +0.4% | 60,226 | $11.9M |
| SimpliFi, Inc. | 5.28% | Reduce -5.1% | 60,104 | $11.9M |
| Interactive Financial Advisors, Inc. | 6.10% | Reduce -0.8% | 59,883 | $11.9M |
| Orion Porfolio Solutions, LLC | 0.12% | Add +266.2% | 59,423 | $11.8M |
| Orion Portfolio Solutions, LLC | 0.12% | Add +266.2% | 59,423 | $11.8M |
| Ameritas Advisory Services, LLC | 0.51% | Reduce -49.1% | 59,367 | $11.8M |
| United Capital Financial Advisors, LLC | 0.10% | Reduce -1.7% | 59,267 | $11.7M |
| Essex Financial Services, Inc. | 0.84% | Reduce -10.3% | 58,664 | $11.7M |
| Integral Investment Advisors, Inc. | 3.18% | Add +8.6% | 58,981 | $11.7M |
| Rehmann Capital Advisory Group | 0.76% | Reduce -1.0% | 58,824 | $11.7M |
| WASHINGTON TRUST Co | 0.41% | Add +6.7% | 58,495 | $11.6M |
| Destiny Wealth Partners, LLC | 2.02% | Reduce -1.6% | 58,238 | $11.5M |
| SWAN Capital LLC | 5.66% | Add +45.8% | 58,055 | $11.5M |
| Oppenheimer & Co. Inc. | 0.18% | Add +6.4% | 58,030 | $11.5M |
| Accretive Wealth Partners, LLC | 4.80% | Reduce -3.5% | 57,982 | $11.5M |
| Segment Wealth Management, LLC | 0.79% | Reduce -6.4% | 57,939 | $11.5M |
| Stratos Wealth Advisors, LLC | 0.53% | Reduce -0.4% | 57,821 | $11.5M |
| Merit Financial Group, LLC | 0.25% | Reduce -12.2% | 57,347 | $11.4M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -44.3% | 57,268 | $11.3M |
| Security Financial Services, INC. | 2.30% | Add +6.5% | 57,065 | $11.3M |
| Johnson Investment Counsel Inc. | 0.11% | Add +4.9% | 56,908 | $11.3M |
| Whittier Trust Co. of Nevada Inc. | 0.29% | Add +24.8% | 56,399 | $11.2M |
| LS Investment Advisors, LLC | 1.65% | Add +2.9% | 56,359 | $11.2M |
| White Lighthouse Investment Management Inc. | 2.00% | Reduce -0.2% | 56,217 | $11.1M |
| UMB Bank, n.a. | 0.17% | Add +0.7% | 55,619 | $11.0M |
| Kades & Cheifetz LLC | 6.28% | Add +11.0% | 55,316 | $11.0M |
| M3 Advisory Group, LLC | 7.97% | Add +1.2% | 54,823 | $10.9M |
| Evergreen Wealth Management, LLC | 6.50% | Add +20.9% | 54,502 | $10.8M |
| Mascoma Wealth Management LLC | 2.69% | Add +423.9% | 54,467 | $10.8M |
| Strategies Wealth Advisors, LLC | 1.44% | Reduce -0.6% | 54,453 | $10.8M |
| WealthShield Partners, LLC | 1.46% | Add +26.2% | 54,291 | $10.8M |
| Global Wealth Management, LLC | 7.28% | — | 54,304 | $10.8M |
| Wimmer Associates 1, LLC | 5.24% | Reduce -2.2% | 54,027 | $10.7M |
| Signature Estate & Investment Advisors LLC | 0.25% | Add +1.0% | 53,751 | $10.6M |
| Sebold Capital Management, Inc. | 7.00% | Reduce -3.0% | 53,660 | $10.6M |
| Integrated Capital Management, Inc. | 8.19% | Reduce -2.5% | 53,568 | $10.6M |
| Capital Investment Advisors, LLC | 0.22% | Add +4.9% | 53,552 | $10.6M |
| Country Club Bank | 0.70% | Reduce -1.2% | 53,248 | $10.5M |
| Strategic Financial Concepts, LLC | 3.34% | Reduce -99.4% | 52,979 | $10.5M |
| IFP Advisors, Inc | 0.38% | Reduce -13.2% | 52,782 | $10.5M |
| Sandy Cove Advisors, LLC | 4.25% | Reduce -4.9% | 52,658 | $10.4M |
| Level Four Advisory Services, LLC | 0.44% | Reduce -1.2% | 53,403 | $10.4M |
| Mycio Wealth Partners, LLC | 2.38% | Add +1.2% | 52,271 | $10.4M |
| Thomasville National Bank | 0.77% | Reduce -1.0% | 52,279 | $10.4M |
| Crestwood Advisors Group, LLC | 0.20% | Reduce -0.4% | 52,042 | $10.3M |
| Strategic Blueprint, LLC | 0.64% | Add +14.4% | 51,701 | $10.2M |
| Bigelow Investment Advisors, LLC | 4.56% | Reduce -1.0% | 51,666 | $10.2M |
| Choate Investment Advisors | 0.26% | Reduce -1.9% | 51,540 | $10.2M |
| B. Riley Wealth Advisors, Inc. | 0.28% | Reduce -25.5% | 51,518 | $10.2M |
| TD Waterhouse Canada Inc. | 0.08% | Add +16.4% | 51,810 | $10.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +95.3% | 51,580 | $10.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.23% | Reduce -3.0% | 51,134 | $10.1M |
| Souders Financial Advisors | 1.41% | Add +1.0% | 50,938 | $10.1M |
| Harbour Investments, Inc. | 0.30% | Reduce -15.1% | 50,604 | $10.0M |
| Prentice Wealth Management LLC | 2.96% | Reduce -1.4% | 50,397 | $10.0M |
| Beacon Financial Group | 1.09% | Reduce -3.4% | 50,360 | $10.0M |
| GC Wealth Management RIA, LLC | 1.74% | Reduce -2.4% | 50,188 | $9.9M |
| IFG Advisory, LLC | 0.63% | Add +2.9% | 50,088 | $9.9M |
| Sandbox Financial Partners, LLC | 3.51% | Reduce -1.9% | 50,081 | $9.9M |
| Boston Family Office LLC | 0.67% | Reduce -0.1% | 50,039 | $9.9M |
| IHT Wealth Management, LLC | 0.28% | Add +40.0% | 50,000 | $9.9M |
| Cerro Pacific Wealth Advisors LLC | 3.73% | Add +1.1% | 53,983 | $9.9M |
| West Financial Advisors, LLC | 1.90% | Reduce -0.5% | 49,637 | $9.8M |
| Safir Wealth Advisors, LLC | 7.53% | Add +0.5% | 49,464 | $9.8M |
| Peterson Wealth Management | 6.26% | Reduce -18.9% | 49,435 | $9.8M |
| First Horizon Advisors, Inc. | 0.27% | Reduce -1.0% | 48,840 | $9.7M |
| Brio Consultants, LLC | 1.53% | Reduce -5.8% | 48,690 | $9.6M |
| Global Wealth Strategies & Associates | 3.13% | Add +4.8% | 48,120 | $9.5M |
| North Star Investment Management Corp. | 0.66% | Reduce -2.0% | 48,113 | $9.5M |
| Apollon Financial, LLC | 2.80% | Add +21.5% | 48,085 | $9.5M |
| Heritage Wealth Advisors | 0.45% | Reduce -1.0% | 47,916 | $9.5M |
| AAFMAA Wealth Management & Trust LLC | 4.18% | New | 47,877 | $9.5M |
| Moneta Group Investment Advisors LLC | 0.14% | Reduce -1.1% | 47,713 | $9.5M |
| Capital Analysts, LLC | 0.38% | Add +2.5% | 47,122 | $9.3M |
| Cascade Wealth Advisors, Inc | 6.67% | Add +0.6% | 47,103 | $9.3M |
| Pecaut & Co. | 3.29% | Add +7.8% | 46,868 | $9.3M |
| Orion Capital Management LLC | 4.51% | Reduce -0.3% | 46,845 | $9.3M |
| 180 Wealth Advisors, LLC | 1.46% | Reduce -0.4% | 46,772 | $9.3M |
| Wealthspan Partners, LLC | 4.56% | Reduce -2.2% | 46,639 | $9.2M |
| Financial Perspectives, Inc | 3.20% | Add +6.4% | 46,618 | $9.2M |
| Boston Financial Mangement LLC | 0.27% | Add +0.5% | 46,543 | $9.2M |
| SPC Financial, Inc. | 0.81% | Reduce -3.0% | 46,455 | $9.2M |
| Osborne Partners Capital Management, LLC | 0.52% | Add +0.4% | 46,415 | $9.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.39% | Reduce -1.0% | 46,349 | $9.2M |
| Signet Financial Management, LLC | 1.17% | Reduce -1.7% | 46,161 | $9.1M |
| Rooted Wealth Advisors, Inc. | 4.08% | Add +18.0% | 46,732 | $9.1M |
| Johnson Financial Group, Inc. | 0.42% | Reduce -18.6% | 45,702 | $9.1M |
| Alpha Cubed Investments, LLC | 0.40% | Reduce -2.6% | 45,878 | $9.1M |
| Gilliland Jeter Wealth Management LLC | 2.93% | Add +4.0% | 45,813 | $9.1M |
| Savant Capital, LLC | 0.08% | Reduce -0.6% | 45,735 | $9.1M |
| Peapack Gladstone Financial Corp. | 0.13% | Add +2.0% | 45,717 | $9.1M |
| Prospera Financial Services Inc | 0.23% | Add +15.6% | 45,467 | $9.0M |
| CWS Financial Advisors, LLC | 3.19% | Add +8.6% | 45,424 | $9.0M |
| Donaldson Capital Management, LLC | 0.35% | Reduce -0.6% | 45,359 | $9.0M |
| Woodmont Investment Counsel LLC | 0.67% | Reduce -0.8% | 45,214 | $9.0M |
| Cascade Financial Partners, LLC | 1.11% | Reduce -0.4% | 44,379 | $8.9M |
| Warner Financial, Inc. | 3.93% | Add +0.2% | 44,697 | $8.9M |
| Jefferies Financial Group Inc. | 0.15% | Add +0.2% | 43,990 | $8.7M |
| Garden State Investment Advisory Services LLC | 2.78% | Add +0.7% | 43,404 | $8.7M |
| Compass Ion Advisors, LLC | 1.05% | Add +0.2% | 43,491 | $8.6M |
| Bradley Foster & Sargent Inc. | 0.14% | Add +3.4% | 43,460 | $8.6M |
| Kwmg, LLC | 0.86% | Reduce -0.1% | 43,395 | $8.6M |
| Capstone Financial Advisors, Inc. | 0.53% | Add +1.6% | 43,303 | $8.6M |
| Yoder Wealth Management, Inc. | 5.14% | Reduce -0.8% | 43,247 | $8.6M |
| Allen Investment Management, LLC | 0.10% | No change | 43,042 | $8.5M |
| Fifth Third Wealth Advisors LLC | 0.52% | Add +449.9% | 42,935 | $8.5M |
| Twin Focus Capital Partners, LLC | 1.34% | Reduce -0.0% | 42,868 | $8.5M |
| Spreng Capital Management, Inc. | 4.04% | Add +99.6% | 42,712 | $8.5M |
| Kaizen Financial Strategies | 4.93% | Reduce -5.0% | 42,692 | $8.5M |
| New Perspectives, Inc | 4.48% | Reduce -0.7% | 42,510 | $8.4M |
| Stokes Capital Advisors, LLC | 2.15% | Reduce -4.3% | 42,453 | $8.4M |
| Financial Advocates Investment Management | 0.48% | Add +14.0% | 42,428 | $8.4M |
| Fulton Breakefield Broenniman LLC | 0.59% | Add +10.6% | 42,384 | $8.4M |
| Western Pacific Wealth Management, LP | 5.56% | Add +0.9% | 42,223 | $8.4M |
| Vigilare Wealth Management | 3.38% | Reduce -12.2% | 42,196 | $8.4M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +5.8% | 42,014 | $8.3M |
| Windward Private Wealth Management Inc. | 3.19% | Reduce -4.5% | 42,004 | $8.3M |
| Aberdeen Wealth Management LLC | 5.47% | Add +6.5% | 41,971 | $8.3M |
| CVA Family Office, LLC | 1.35% | Add +0.0% | 41,903 | $8.3M |
| NorthRock Partners, LLC | 0.27% | Reduce -2.2% | 41,600 | $8.3M |
| Independent Financial Group, LLC | 0.30% | Add +3.1% | 41,353 | $8.2M |
| Pathway Financial Advisors LLC | 2.10% | Add +0.0% | 41,304 | $8.2M |
| Moors & Cabot, Inc. | 0.40% | Reduce -2.6% | 40,842 | $8.1M |
| Cypress Financial Planning LLC | 2.97% | Reduce -4.6% | 40,615 | $8.0M |
| Focus Partners Advisor Solutions, LLC | 0.17% | Reduce -0.4% | 40,583 | $8.0M |
| Northstar Group, Inc. | 1.46% | Add +1.3% | 40,546 | $8.0M |
| Nwam LLC | 0.49% | New | 40,423 | $8.0M |
| Kavar Capital Partners Group, LLC | 1.26% | Reduce -0.6% | 40,196 | $8.0M |
| Ledyard National Bank | 0.73% | Reduce -3.6% | 40,163 | $8.0M |
| Bessemer Group Inc. | 0.01% | Add +15.7% | 39,955 | $7.9M |
| Plotkin Financial Advisors, LLC | 4.71% | Reduce -0.5% | 39,706 | $7.9M |
| AE Wealth Management LLC | 0.07% | Add +22.8% | 39,559 | $7.8M |
| Integrated Wealth Concepts LLC | 0.09% | Add +2.5% | 39,162 | $7.8M |
| Litman Gregory Wealth Management LLC | 0.65% | No change | 39,041 | $7.7M |
| Brown Brothers Harriman & Co. | 0.05% | Add +103.7% | 38,973 | $7.7M |
| McNamara Financial Services, Inc. | 1.51% | Reduce -1.2% | 38,736 | $7.7M |
| Sigma Planning Corp | 0.23% | Add +0.6% | 38,691 | $7.7M |
| Prosperity Consulting Group, LLC | 0.60% | Add +31.9% | 38,533 | $7.6M |
| Wealthspire Advisors, LLC | 0.08% | Add +13.2% | 38,331 | $7.6M |
| Koshinski Asset Management, Inc. | 0.65% | Add +3.8% | 38,181 | $7.6M |
| Vestmark Advisory Solutions, Inc. | 0.28% | Add +10.6% | 37,856 | $7.5M |
| White Wing Wealth Management | 5.77% | Add +7.2% | 37,848 | $7.5M |
| FreeGulliver LLC | 4.44% | Reduce -5.1% | 37,704 | $7.5M |
| Arete Wealth Advisors, LLC | 0.64% | Add +20.1% | 37,785 | $7.5M |
| IAG Wealth Partners, LLC | 1.38% | Reduce -5.1% | 37,621 | $7.5M |
| Two Sigma Advisers, LP | 0.02% | Reduce -3.9% | 37,500 | $7.4M |
| Pinnacle Financial Partners Inc | 0.15% | Add +29.4% | 37,411 | $7.4M |
| Raab & Moskowitz Asset Management LLC | 1.85% | Reduce -1.3% | 36,922 | $7.3M |
| StoneX Group Inc. | 0.53% | Add +2.5% | 36,685 | $7.3M |
| Cambridge Advisors Inc. | 1.59% | Reduce -1.6% | 36,704 | $7.3M |
| Bartlett & Co. Wealth Management LLC | 0.10% | Add +1.5% | 36,372 | $7.2M |
| Chris Bulman Inc | 4.92% | Reduce -5.4% | 36,491 | $7.2M |
| Leo Wealth, LLC | 0.66% | Reduce -1.6% | 36,469 | $7.2M |
| Calydon Capital | 1.18% | Add +97.9% | 39,366 | $7.2M |
| Dagco, Inc. | 2.94% | Add +3.7% | 36,205 | $7.2M |
| Hollencrest Capital Management | 0.29% | Add +0.7% | 35,895 | $7.1M |
| Hurlow Wealth Management Group, Inc. | 2.20% | Reduce -2.5% | 35,609 | $7.1M |
| Verum Partners LLC | 2.07% | Reduce -7.4% | 35,576 | $7.0M |
| Farther Finance Advisors, LLC | 0.26% | Add +23.7% | 35,575 | $7.0M |
| Weaver Consulting Group | 2.24% | Reduce -0.2% | 35,546 | $7.0M |
| Good Life Advisors, LLC | 0.43% | Add +0.3% | 35,109 | $7.0M |
| Meridian Wealth Management, LLC | 0.34% | New | 34,910 | $6.9M |
| One Degree Advisors Inc | 2.91% | Reduce -1.0% | 35,033 | $6.9M |
| GW Henssler & Associates Ltd. | 0.39% | Add +14.5% | 34,606 | $6.9M |
| Brightwater Advisory LLC | 5.03% | Reduce -2.3% | 34,507 | $6.8M |
| Sloy Dahl & Holst, LLC | 1.16% | Add +1.1% | 34,399 | $6.8M |
| Cibc World Market Inc. | 0.02% | Add +5.4% | 34,164 | $6.8M |
| Cardiff Park Advisors, LLC | 0.61% | Add +1.4% | 33,939 | $6.7M |
| Creekside Partners | 3.43% | Reduce -0.1% | 33,480 | $6.6M |
| Watts Gwilliam & Co., LLC | 1.44% | — | 33,552 | $6.6M |
| BIP Wealth, LLC | 0.45% | Add +8.6% | 33,331 | $6.6M |
| Headinvest, LLC | 1.22% | Reduce -0.6% | 33,260 | $6.6M |
| Benchmark Wealth Management, LLC | 3.24% | Reduce -2.0% | 33,163 | $6.6M |
| Cidel Asset Management Inc. | 0.46% | New | 33,060 | $6.5M |
| Summit Financial, LLC | 0.25% | Add +117.3% | 32,687 | $6.5M |
| Ogorek Anthony Joseph /NY/ | 2.22% | Reduce -3.0% | 32,715 | $6.5M |
| Davis R M Inc. | 0.13% | Reduce -2.6% | 32,684 | $6.5M |
| Curran Financial Partners, LLC | 1.83% | Add +3.9% | 32,604 | $6.5M |
| Csenge Advisory Group | 0.34% | Add +2.1% | 32,306 | $6.5M |
| Westside Investment Management, Inc. | 1.37% | Reduce -3.1% | 32,637 | $6.4M |
| City State Bank | 2.34% | Add +8.1% | 32,415 | $6.4M |
| DHJJ Financial Advisors, Ltd. | 2.54% | Add +0.2% | 32,355 | $6.4M |
| Certified Advisory Corp | 0.71% | Reduce -0.2% | 32,275 | $6.4M |
| CPC Advisors, LLC | 0.95% | Add +25.0% | 32,179 | $6.4M |
| Apollon Wealth Management, LLC | 0.18% | Reduce -30.8% | 32,160 | $6.4M |
| Colony Family Offices, LLC | 1.97% | Add +8.0% | 31,949 | $6.4M |
| Castlekeep Investment Advisors LLC | 4.34% | Add +218.1% | 32,074 | $6.4M |
| Ranch Capital Advisors Inc. | 2.99% | Reduce -4.3% | 31,971 | $6.4M |
| Sowell Financial Services LLC | 0.29% | Add +1.8% | 31,854 | $6.3M |
| San Luis Wealth Advisors LLC | 1.31% | Add +7.3% | 31,924 | $6.3M |
| Grayhawk Investment Strategies Inc. | 9.88% | New | 31,921 | $6.3M |
| Clear Creek Financial Management, LLC | 0.71% | Reduce -1.8% | 31,878 | $6.3M |
| SkyOak Wealth, LLC | 1.40% | Add +1.1% | 31,835 | $6.3M |
| Asset Allocation Strategies LLC | 1.79% | Reduce -0.1% | 31,791 | $6.3M |
| Muirfield Wealth Advisors LLC | 5.33% | Add +0.5% | 31,704 | $6.3M |
| GPS Wealth Strategies Group, LLC | 0.84% | Reduce -6.9% | 31,701 | $6.3M |
| Walter & Keenan Wealth Management LLC /in/ | 1.91% | Add +5.3% | 31,683 | $6.3M |
| Financial Advisory Partners, LLC | 2.08% | Add +6.1% | 31,607 | $6.3M |
| Moser Wealth Advisors, LLC | 3.24% | Add +1.6% | 31,518 | $6.2M |
| Bay Rivers Group | 3.08% | Add +0.3% | 31,298 | $6.2M |
| Marcum Wealth, LLC | 0.58% | Reduce -0.2% | 31,264 | $6.2M |
| Keystone Financial Group | 0.79% | New | 31,020 | $6.1M |
| Dynamic Advisor Solutions LLC | 0.18% | Reduce -10.5% | 31,001 | $6.1M |
| Tennessee Valley Asset Management Partners | 1.01% | Reduce -1.5% | 30,921 | $6.1M |
| Summit Trail Advisors, LLC | 0.15% | Add +22.5% | 30,691 | $6.1M |
| Councilmark Asset Management, LLC | 4.10% | No change | 30,820 | $6.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.14% | Add +2.8% | 30,418 | $6.0M |
| Fiduciary Financial Group, LLC | 1.38% | Reduce -0.8% | 30,527 | $6.0M |
| FSC Wealth Advisors, LLC | 4.31% | Add +0.5% | 30,325 | $6.0M |
| Roman Butler Fullerton & Co. | 1.81% | Add +0.6% | 30,005 | $6.0M |
| Titan Global Capital Management USA LLC | 0.94% | Add +30.9% | 30,304 | $6.0M |
| Quantinno Capital Management LP | 0.08% | Add +253.7% | 30,291 | $6.0M |
| Investment Partners, LTD. | 2.49% | Reduce -0.3% | 30,203 | $6.0M |
| Raffa Wealth Management, LLC | 1.44% | No change | 30,060 | $6.0M |
| Howard Wealth Management, LLC | 3.46% | Add +0.4% | 30,014 | $5.9M |
| Independent Family Office, LLC | 2.98% | Add +7.7% | 30,142 | $5.9M |
| Flagstar Securities, Inc. | 1.50% | Reduce -0.0% | 29,659 | $5.9M |
| Guardian Wealth Advisors, LLC / NC | 0.64% | Reduce -3.5% | 29,641 | $5.9M |
| Waller Financial Planning Group, Inc. | 1.45% | Add +4.1% | 29,594 | $5.9M |
| Arcataur Capital Management LLC | 1.97% | No change | 29,431 | $5.8M |
| Ridgecrest Wealth Partners, LLC | 3.04% | Add +4.9% | 29,421 | $5.8M |
| Jmac Enterprises LLC | 0.93% | Add +1.4% | 29,249 | $5.8M |
| AlphaStar Capital Management, LLC | 0.46% | Add +408.5% | 29,243 | $5.8M |
| McGlone Suttner Wealth Management, Inc. | 1.20% | Reduce -17.1% | 29,122 | $5.8M |
| Royal Fund Management, LLC | 0.41% | Add +106.5% | 28,876 | $5.7M |
| Tiaa Trust, National Association | 0.02% | Reduce -7.7% | 28,950 | $5.7M |
| Gibson Capital, LLC | 1.17% | Reduce -2.9% | 28,944 | $5.7M |
| Hofer & Associates. Inc | 3.94% | Add +1.8% | 28,800 | $5.7M |
| Forum Private Client Group LLC | 2.53% | Reduce -7.2% | 28,786 | $5.7M |
| WealthBridge Capital Management, LLC | 1.63% | Add +3.0% | 28,730 | $5.7M |
| Trust Co. of Vermont | 0.28% | Reduce -1.0% | 28,535 | $5.7M |
| AQR Capital Management | 0.01% | Add +42.8% | 28,498 | $5.6M |
| Fortis Advisors, LLC | 3.65% | Add +35.5% | 28,438 | $5.6M |
| One Day In July LLC | 0.63% | Add +0.9% | 28,245 | $5.6M |
| Spire Wealth Management | 0.19% | Reduce -0.6% | 28,223 | $5.6M |
| Pinnacle Financial Group, LLC / IL | 2.19% | Add +1.3% | 28,210 | $5.6M |
| Seven Springs Wealth Group, LLC | 2.07% | Reduce -1.8% | 28,138 | $5.6M |
| Amplius Wealth Advisors, LLC | 0.60% | Reduce -2.3% | 27,935 | $5.5M |
| Bridgewater Advisors Inc. | 0.58% | Add +0.0% | 27,865 | $5.5M |
| Acorn Wealth Advisors, LLC | 2.34% | Add +0.1% | 27,528 | $5.5M |
| Hoese & Co LLP | 4.55% | Reduce -5.5% | 27,417 | $5.4M |
| Riverview Capital Advisers, LLC | 1.67% | Add +0.2% | 27,316 | $5.4M |
| Investment Advisory Group, LLC | 1.86% | Reduce -0.0% | 27,008 | $5.3M |
| Beacon Financial Advisory LLC | 1.80% | Reduce -1.8% | 26,665 | $5.3M |
| StrongBox Wealth, LLC | 2.25% | Reduce -2.3% | 26,542 | $5.3M |
| Verdence Capital Advisors LLC | 0.42% | Reduce -0.6% | 26,485 | $5.2M |
| Staley Capital Advisers Inc. | 0.23% | Reduce -0.5% | 26,412 | $5.2M |
| Diversify Wealth Management, LLC | 0.50% | Add +236.5% | 26,109 | $5.2M |
| HM Payson & Co. | 0.09% | Reduce -4.1% | 26,133 | $5.2M |
| Schechter Investment Advisors, LLC | 0.38% | Reduce -4.4% | 25,968 | $5.1M |
| Tempus Wealth Planning, LLC | 1.88% | Reduce -1.0% | 25,924 | $5.1M |
| GYL Financial Synergies, LLC | 0.39% | Reduce -2.7% | 25,906 | $5.1M |
| Oxler Private Wealth LLC | 1.78% | Reduce -1.6% | 25,730 | $5.1M |
| Detalus Advisors, LLC | 1.68% | Add +1.1% | 25,553 | $5.1M |
| Keybank National Association | 0.02% | Add +4.4% | 25,414 | $5.0M |
| Morton Capital Management LLC | 0.99% | Reduce -0.1% | 25,350 | $5.0M |
| Vise Technologies, Inc. | 0.64% | New | 25,319 | $5.0M |
| Wade Financial Advisory, Inc | 1.68% | Reduce -1.4% | 25,214 | $5.0M |
| Parsons Capital Management Inc. | 0.32% | Add +20.2% | 25,173 | $5.0M |
| TFB Advisors LLC | 1.48% | Reduce -0.3% | 25,171 | $5.0M |
| Scott & Selber, Inc. | 1.54% | Reduce 0.0% | 25,074 | $5.0M |
| Pinnacle Associates Ltd. | 0.08% | Reduce -17.2% | 28,893 | $4.9M |
| D'Orazio & Associates, Inc. | 0.70% | Reduce -1.4% | 24,843 | $4.9M |
| W Advisors, LLC | 3.01% | Add +2.0% | 24,645 | $4.9M |
| MilWealth Group LLC | 1.43% | Reduce -0.2% | 24,583 | $4.9M |
| Breakwater Investment Management | 2.01% | Add +4.5% | 24,279 | $4.8M |
| Sheets Smith Wealth Management | 0.59% | Add +0.4% | 24,263 | $4.8M |
| O'shaughnessy Asset Management, LLC | 0.04% | Reduce -49.9% | 23,857 | $4.8M |
| Financial Insights, Inc. | 1.56% | Add +5.8% | 24,205 | $4.8M |
| Levin Capital Strategies, L.P. | 0.46% | Add +0.0% | 24,025 | $4.8M |
| NORTHSTAR ASSET MANAGEMENT Co | 1.09% | Add +1.5% | 23,945 | $4.7M |
| Fiduciary Trust Co | 0.07% | Add +108.9% | 23,943 | $4.7M |
| Mid-American Wealth Advisory Group, Inc. | 2.97% | Reduce -4.0% | 23,879 | $4.7M |
| Salem Investment Counselors Inc. | 0.14% | Add +1.0% | 23,750 | $4.7M |
| Miller Investment Management, LP | 0.49% | No change | 23,831 | $4.7M |
| Philadelphia Trust Co. | 0.34% | Reduce -18.1% | 23,816 | $4.7M |
| Concourse Financial Group Securities, Inc. | 0.28% | Add +3.1% | 23,625 | $4.7M |
| Fort Sheridan Advisors LLC | 0.71% | Add +4.6% | 23,580 | $4.7M |
| Shira Ridge Wealth Management | 2.37% | Add +64.5% | 23,429 | $4.6M |
| Susquehanna International Group, LLP | 0.01% | Add +15.8% | 23,399 | $4.6M |
| S&co Inc. | 0.30% | No change | 23,066 | $4.6M |
| Madison Wealth Partners, Inc | 1.35% | Add +195.4% | 22,943 | $4.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -49.8% | 22,893 | $4.5M |
| First Command Advisory Services, Inc. | 0.04% | Reduce -3.0% | 22,939 | $4.5M |
| Cary Street Partners Investment Advisory LLC | 0.17% | Reduce -3.3% | 22,895 | $4.5M |
| Seamount Financial Group Inc. | 3.39% | Add +12.1% | 22,765 | $4.5M |
| Caprock Group, LLC | 0.16% | Add +4.3% | 22,635 | $4.5M |
| Intelligent Financial Strategies | 2.48% | Add +0.1% | 22,612 | $4.5M |
| Blue Edge Capital, LLC | 0.70% | Reduce -1.9% | 22,705 | $4.5M |
| Global Financial Private Client, LLC | 1.75% | Reduce -0.3% | 22,655 | $4.5M |
| Per Stirling Capital Management, LLC. | 0.62% | Reduce -0.5% | 22,611 | $4.5M |
| Cora Capital Advisors LLC | 2.20% | Add +0.7% | 22,581 | $4.5M |
| FLC Capital Advisors | 1.02% | No change | 22,361 | $4.4M |
| Abbot Financial Management, Inc. | 2.23% | Add +1.3% | 22,329 | $4.4M |
| Columbia Asset Management | 0.77% | Add +3.3% | 22,280 | $4.4M |
| Kellett Wealth Advisors, LLC | 3.15% | Add +26.6% | 22,263 | $4.4M |
| Commerce Bank | 0.03% | Add +18.4% | 22,206 | $4.4M |
| Prospect Financial Services LLC | 2.72% | Add +1.6% | 22,105 | $4.4M |
| Smart Money Group LLC | 1.56% | Reduce -2.5% | 22,493 | $4.4M |
| First National Bank of Mount Dora, Trust Investment Services | 0.99% | No change | 22,041 | $4.4M |
| Sard Wealth Management Group, LLC | 2.88% | Add +0.9% | 22,033 | $4.4M |
| Kingswood Wealth Advisors, LLC | 0.31% | Reduce -2.3% | 21,955 | $4.3M |
| CSM Advisors, LLC | 0.28% | Reduce -17.8% | 21,900 | $4.3M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -0.2% | 21,786 | $4.3M |
| HUB Investment Partners, LLC | 0.19% | Add +0.7% | 21,695 | $4.3M |
| Private Capital Management, LLC | 0.47% | Reduce -1.8% | 21,663 | $4.3M |
| New Insight Wealth Advisors | 2.26% | Add +2.0% | 21,639 | $4.3M |
| SkyView Investment Advisors, LLC | 0.70% | No change | 21,335 | $4.2M |
| Spirepoint Private Client, LLC | 0.56% | Reduce -0.3% | 21,287 | $4.2M |
| Northwest Financial Advisors | 3.32% | Add +7.6% | 21,076 | $4.2M |
| Cornerstone Advisors Asset Management, LLC | 0.92% | Add +0.0% | 20,913 | $4.1M |
| Argent Financial Group, Inc. | 0.49% | — | 20,901 | $4.1M |
| Channel Wealth LLC | 1.36% | Add +4.4% | 20,837 | $4.1M |
| Farmers & Merchants Investments Inc. | 0.13% | Reduce -0.5% | 20,669 | $4.1M |
| Fort Washington Investment Advisors Inc. | 0.02% | Add +0.1% | 20,577 | $4.1M |
| LGL Partners, LLC | 0.57% | Reduce -18.2% | 20,571 | $4.1M |
| Trilogy Capital Inc. | 0.21% | Reduce -4.0% | 20,569 | $4.1M |
| Bank of Hawaii | 0.17% | No change | 20,568 | $4.1M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +5.4% | 20,553 | $4.1M |
| Garrett Wealth Advisory Group, LLC | 1.00% | Add +4.3% | 20,543 | $4.1M |
| Arrowroot Family Office, LLC | 2.37% | Add +1.2% | 20,539 | $4.1M |
| Client 1ST Advisory Group, LLC | 1.61% | Reduce -5.5% | 20,504 | $4.1M |
| Moseley Investment Management Inc. | 1.62% | Add +8.0% | 20,504 | $4.1M |
| Madden Advisory Services, Inc. | 1.86% | Add +4.4% | 20,476 | $4.1M |
| Win Advisors, Inc. | 1.90% | New | 20,406 | $4.0M |
| Resurgent Financial Advisors LLC | 2.37% | Add +0.8% | 20,342 | $4.0M |
| Kovack Advisors, Inc. | 0.43% | Reduce -20.1% | 20,298 | $4.0M |
| Marino, Stram & Associates LLC | 0.90% | Add +0.1% | 20,266 | $4.0M |
| Prudential Financial Inc. | 0.01% | Add +12.6% | 20,256 | $4.0M |
| Earned Wealth Advisors, LLC | 1.22% | Reduce -2.7% | 20,232 | $4.0M |
| Laird Norton Wetherby Wealth Management, LLC | 0.18% | Add +0.2% | 20,136 | $4.0M |
| Archer Investment Corp | 1.07% | Reduce -0.1% | 20,018 | $4.0M |
| Money Concepts Capital Corp. | 0.30% | Reduce -4.1% | 19,926 | $3.9M |
| Evanson Asset Management, LLC | 0.28% | Add +0.1% | 19,706 | $3.9M |
| St Germain D J Co. Inc. | 0.18% | Add +1.4% | 19,686 | $3.9M |
| Kiley Juergens Wealth Management, LLC | 1.01% | Reduce -1.6% | 19,590 | $3.9M |
| CORDA Investment Management, LLC. | 0.30% | Add +1.0% | 19,540 | $3.9M |
| Mainsail Asset Management, LLC | 2.86% | Add +0.1% | 19,498 | $3.9M |
| Nations Financial Group Inc, /Ia/ | 0.28% | Add +8.4% | 19,493 | $3.9M |
| Tower View Wealth Management LLC | 2.10% | Add +0.4% | 19,410 | $3.8M |
| Forza Wealth Management, LLC | 1.75% | No change | 19,346 | $3.8M |
| Safeguard Investment Advisory Group, LLC | 1.09% | Reduce -4.0% | 19,335 | $3.8M |
| Fonville Wealth Management LLC | 1.32% | Reduce -1.2% | 19,287 | $3.8M |
| St. Louis Trust Co | 0.54% | No change | 19,220 | $3.8M |
| Bell Investment Advisors, Inc | 0.70% | Reduce -0.0% | 19,199 | $3.8M |
| KCM Investment Advisors LLC | 0.13% | Reduce -2.0% | 19,138 | $3.8M |
| Kaydan Wealth Management, Inc. | 1.12% | Reduce -1.1% | 19,101 | $3.8M |
| CoreFirst Bank & Trust | 2.18% | Reduce -2.6% | 19,091 | $3.8M |
| RFG Advisory, LLC | 0.11% | Reduce -26.4% | 18,989 | $3.8M |
| Novak & Powell Financial Services, Inc. | 2.18% | Reduce -4.1% | 18,959 | $3.8M |
| Montecito Bank & Trust | 0.64% | Reduce -8.7% | 18,957 | $3.8M |
| Buttonwood Financial Advisors Inc. | 1.64% | Reduce -3.2% | 18,955 | $3.8M |
| Choreo, LLC | 0.06% | Reduce -0.9% | 19,063 | $3.8M |
| Riverpoint Wealth Management Holdings, LLC | 0.96% | Reduce -3.6% | 18,921 | $3.7M |
| Dentgroup LLC | 2.79% | Reduce -3.0% | 18,868 | $3.7M |
| Cambridge Capital Management, LLC | 2.44% | Reduce -1.7% | 18,737 | $3.7M |
| Charter Oak Capital Management, LLC | 0.35% | Add +1.3% | 18,713 | $3.7M |
| CPA Asset Management Group, LLC | 1.78% | No change | 18,645 | $3.7M |
| Conservest Capital Advisors, Inc. | 0.38% | Add +0.5% | 20,112 | $3.7M |
| Pathway Financial Advisers, LLC | 1.67% | Add +5.9% | 18,527 | $3.7M |
| First Commonwealth Financial Corp | 0.87% | Add +62.1% | 18,422 | $3.6M |
| Secure Asset Management, LLC | 0.62% | Add +15.1% | 18,392 | $3.6M |
| Baron Wealth Management LLC | 1.75% | Add +0.3% | 18,374 | $3.6M |
| JMG Financial Group, Ltd. | 0.12% | Reduce -0.2% | 18,331 | $3.6M |
| Gratus Wealth Advisors, LLC | 0.59% | Reduce -2.9% | 18,526 | $3.6M |
| Citadel Advisors | 0.00% | Add +413.4% | 18,251 | $3.6M |
| Financial Management Network Inc. | 0.76% | Reduce -0.1% | 18,310 | $3.6M |
| Schmidt P J Investment Management Inc. | 0.62% | Add +0.5% | 18,221 | $3.6M |
| Alpha Financial Partners LLC | 2.57% | New | 18,162 | $3.6M |
| Ehrlich Financial Group | 2.57% | Reduce -2.2% | 18,162 | $3.6M |
| Von Berge Wealth Management Group, LLC | 2.23% | Add +2.8% | 17,862 | $3.6M |
| Wedmont Private Capital | 0.21% | Reduce -1.7% | 18,397 | $3.6M |
| Pallas Capital Advisors LLC | 0.15% | Add +3.9% | 18,135 | $3.6M |
| Mill Creek Capital Advisors, LLC | 0.09% | No change | 18,121 | $3.6M |
| Benedict Financial Advisors Inc. | 0.85% | Reduce -0.4% | 18,099 | $3.6M |
| Cibc World Markets Corp. | 0.03% | Reduce -18.7% | 18,061 | $3.6M |
| American Institute for Advanced Investment Management, LLP | 2.56% | Reduce -6.5% | 18,040 | $3.6M |
| Embree Financial Group | 0.64% | Add +0.3% | 18,010 | $3.6M |
| Brighton Jones LLC | 0.13% | Reduce -3.1% | 17,957 | $3.6M |
| Graypoint LLC | 0.23% | Reduce -2.8% | 17,935 | $3.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.48% | Reduce -2.8% | 18,519 | $3.5M |
| Financial Counselors Inc. | 0.05% | Add +4.2% | 17,815 | $3.5M |
| Winthrop Advisory Group LLC | 0.43% | Add +7.5% | 17,682 | $3.5M |
| Dupree Financial Group, LLC | 1.49% | Reduce -4.1% | 17,685 | $3.5M |
| Strategic Investment Solutions, Inc. | 1.05% | Add +7.8% | 17,668 | $3.5M |
| Financial Guidance Group, Inc. | 2.03% | Reduce -10.9% | 17,602 | $3.5M |
| GSG Advisors LLC | 1.15% | Add +2.5% | 17,686 | $3.5M |
| Private Portfolio Partners LLC | 0.65% | New | 17,585 | $3.5M |
| Kelleher Financial Advisors | 1.32% | Add +7.3% | 17,543 | $3.5M |
| St. Clair Advisors, LLC | 0.99% | Add +0.0% | 17,534 | $3.5M |
| Venturi Wealth Management, LLC | 0.18% | Add +808.1% | 17,273 | $3.4M |
| Atticus Wealth Management, LLC | 1.09% | Add +2.8% | 17,133 | $3.4M |
| Capital Planning LLC | 0.95% | Add +1.5% | 17,045 | $3.4M |
| Stablepoint Partners, LLC | 0.61% | Reduce -0.6% | 17,038 | $3.4M |
| SeaCrest Wealth Management, LLC | 0.36% | Add +3.6% | 16,915 | $3.4M |
| FMA Wealth Management, LLC | 2.43% | Add +2.0% | 16,893 | $3.3M |
| Farrell Financial LLC | 2.36% | Reduce -0.0% | 16,445 | $3.3M |
| Gouws Capital LLC | 2.25% | Reduce -0.4% | 16,858 | $3.3M |
| Ausdal Financial Partners, Inc. | 0.35% | Reduce -6.5% | 16,855 | $3.3M |
| Johnson Bixby & Associates, LLC | 0.51% | Reduce -7.3% | 16,801 | $3.3M |
| Patton Albertson Miller Group, LLC | 0.45% | Reduce -1.8% | 16,801 | $3.3M |
| Cutler Investment Counsel LLC | 0.42% | Reduce -8.3% | 16,626 | $3.3M |
| Simon Quick Advisors, LLC | 0.21% | Reduce -0.7% | 16,654 | $3.3M |
| Alliance Wealth Advisors, LLC | 0.87% | New | 16,643 | $3.3M |
| TBH Global Asset Management, LLC | 0.72% | Reduce -8.0% | 16,636 | $3.3M |
| Benjamin Edwards Inc. | 0.05% | New | 16,454 | $3.3M |
| WCG Wealth Advisors LLC | 0.22% | Add +0.1% | 16,450 | $3.3M |
| Blue Chip Partners, LLC | 0.28% | Reduce -3.2% | 16,414 | $3.3M |
| Pinnacle Bancorp, Inc. | 0.87% | Add +1.8% | 16,379 | $3.2M |
| CGN Advisors LLC | 0.32% | Add +0.8% | 16,284 | $3.2M |
| Centurion Wealth Management LLC | 1.02% | — | 16,120 | $3.2M |
| Van Hulzen Asset Management, LLC | 0.23% | Reduce -5.3% | 15,772 | $3.1M |
| L. Roy Papp & Associates, LLP | 0.38% | Reduce -0.3% | 15,734 | $3.1M |
| Moloney Securities Asset Management, LLC | 0.42% | Reduce -0.9% | 15,649 | $3.1M |
| Portside Wealth Group, LLC | 0.53% | Add +329.2% | 15,636 | $3.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.30% | Add +11.1% | 15,630 | $3.1M |
| Pension & Wealth Management Advisors, Inc. | 1.58% | Reduce -15.7% | 15,598 | $3.1M |
| Insight Advisors, LLC/ PA | 0.54% | Reduce -20.9% | 15,570 | $3.1M |
| Leeward Financial Partners, LLC | 1.16% | No change | 15,548 | $3.1M |
| Harbor Investment Advisory, LLC | 0.30% | Add +7.8% | 15,511 | $3.1M |
| Tobias Financial Advisors, Inc. | 0.61% | Reduce -0.4% | 15,450 | $3.1M |
| Power Wealth Management LLC | 1.31% | Reduce -6.5% | 15,441 | $3.1M |
| Dorsey & Whitney Trust CO LLC | 0.16% | Add +193.9% | 15,439 | $3.1M |
| Tranquility Partners, LLC | 1.11% | Reduce -0.7% | 15,422 | $3.1M |
| Keystone Wealth Services, LLC | 0.84% | Add +6.4% | 15,328 | $3.0M |
| Chicago Partners Investment Group LLC | 0.11% | Reduce -2.0% | 15,269 | $3.0M |
| Next Capital Management LLC | 1.24% | Add +1159.0% | 15,297 | $3.0M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.03% | Reduce -0.3% | 15,260 | $3.0M |
| Wealthspire Retirement, LLC | 0.24% | Reduce -3.9% | 15,157 | $3.0M |
| Transamerica Financial Advisors, LLC | 0.29% | Reduce -1.7% | 15,095 | $3.0M |
| Wilson & Boucher Capital Management, LLC | 2.06% | Add +16.7% | 15,081 | $3.0M |
| Centaurus Financial, Inc. | 0.19% | Reduce -32.7% | 15,078 | $3.0M |
| Fidelity D & D Bancorp Inc. | 1.97% | Add +5.8% | 14,970 | $3.0M |
| Vantage Financial Partners, LLC | 0.73% | Reduce -14.6% | 14,904 | $3.0M |
| Carmichael Hill & Associates, Inc. | 1.09% | Add +2.1% | 14,861 | $2.9M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +8.9% | 14,805 | $2.9M |
| Uptick Partners, LLC | 1.24% | Add +14.6% | 14,799 | $2.9M |
| Pursue Wealth Partners LLC | 1.59% | Add +208.0% | 14,700 | $2.9M |
| Stonegate Investment Group, LLC | 0.08% | Add +0.5% | 14,697 | $2.9M |
| Armstrong Advisory Group, Inc. | 0.24% | No change | 14,670 | $2.9M |
| Empower Advisory Group, LLC | 0.01% | Reduce -31.9% | 14,637 | $2.9M |
| Mayflower Financial Advisors, LLC | 0.44% | Reduce -1.6% | 14,617 | $2.9M |
| Landmark Wealth Management, LLC | 1.26% | New | 14,581 | $2.9M |
| Tidal Investments LLC | 0.03% | New | 14,526 | $2.9M |
| SC&H Financial Advisors, Inc. | 0.62% | Add +0.1% | 14,432 | $2.9M |
| Beacon Bridge Wealth Partners, LLC | 1.23% | Reduce -6.8% | 14,414 | $2.9M |
| PFG Investments, LLC | 0.18% | Add +32.3% | 14,372 | $2.8M |
| Millennium Management | 0.00% | Reduce -36.4% | 14,359 | $2.8M |
| Petix & Botte Co | 0.76% | Add +0.0% | 14,318 | $2.8M |
| Linscomb Wealth, Inc. | 0.14% | Reduce -0.9% | 14,249 | $2.8M |
| Barrett & Company, Inc. | 1.22% | Add +72.4% | 14,188 | $2.8M |
| Atlas Capital Advisors Inc. | 0.43% | Add +4.9% | 14,127 | $2.8M |
| Opus Capital Group, LLC | 0.35% | Reduce -1.1% | 14,126 | $2.8M |
| Williams Jones Wealth Management, LLC. | 0.03% | Reduce -2.0% | 14,084 | $2.8M |
| Sugar Maple Asset Management, LLC | 2.42% | Reduce -12.8% | 14,040 | $2.8M |
| Sax Wealth Advisors, LLC | 0.25% | Add +0.2% | 14,010 | $2.8M |
| Advisory Research Inc. | 0.49% | No change | 13,985 | $2.8M |
| Citizens National Bank Trust Department | 0.58% | Reduce -1.3% | 13,918 | $2.8M |
| Sunburst Financial Group, LLC | 0.70% | Reduce -3.9% | 13,900 | $2.8M |
| Arax Advisory Partners | 0.25% | Reduce -3.4% | 13,861 | $2.7M |
| Hohimer Wealth Management, LLC | 0.59% | Reduce -1.2% | 13,825 | $2.7M |
| Sandy Spring Bank | 0.11% | Add +2.1% | 13,775 | $2.7M |
| United Services Automobile Association | 0.07% | Reduce -9.5% | 13,655 | $2.7M |
| Zhang Financial LLC | 0.17% | Reduce -2.4% | 13,643 | $2.7M |
| Affiance Financial, LLC | 0.65% | No change | 13,598 | $2.7M |
| Wilmington Savings Fund Society, FSB | 0.05% | Reduce -21.8% | 13,581 | $2.7M |
| Sonata Capital Group Inc. | 1.13% | No change | 13,507 | $2.7M |
| SRH Advisors, LLC | 0.81% | Add +0.0% | 13,492 | $2.7M |
| Accel Wealth Management | 0.99% | Reduce -0.5% | 13,424 | $2.7M |
| Tocqueville Asset Management L.P. | 0.04% | Add +0.0% | 13,380 | $2.6M |
| Thoroughbred Financial Services, LLC | 0.17% | Reduce -6.2% | 13,361 | $2.6M |
| Sagace Wealth Management LLC | 2.04% | Add +12.3% | 13,082 | $2.6M |
| Stock Yards Bank & Trust Co. | 0.08% | Add +3.0% | 13,261 | $2.6M |
| Caldwell Trust Co | 0.27% | Add +2.9% | 13,183 | $2.6M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Add +4.0% | 13,114 | $2.6M |
| Caldwell Sutter Capital, Inc. | 1.21% | Reduce -1.5% | 13,112 | $2.6M |
| Drucker Wealth 3.0, LLC | 0.62% | Add +68.4% | 13,064 | $2.6M |
| Tarbox Family Office, Inc. | 0.42% | Reduce -4.5% | 13,032 | $2.6M |
| Belpointe Asset Management LLC | 0.15% | Add +1.9% | 12,951 | $2.6M |
| Wellspring Financial Advisors, LLC | 0.30% | Add +0.1% | 12,905 | $2.6M |
| Aviance Capital Partners, LLC | 0.34% | Reduce -0.9% | 12,868 | $2.5M |
| Anchor Investment Management, LLC | 0.24% | Add +372.3% | 12,856 | $2.5M |
| Argent Trust Co | 0.10% | Add +7.2% | 12,784 | $2.5M |
| Crescent Grove Advisors, LLC | 0.26% | Add +0.0% | 12,711 | $2.5M |
| 9258 Wealth Management, LLC | 0.37% | No change | 12,723 | $2.5M |
| Jacobi Capital Management LLC | 0.19% | Add +12.7% | 12,714 | $2.5M |
| Formidable Asset Management, LLC | 0.40% | New | 12,700 | $2.5M |
| Pps&v Asset Management Consultants, Inc. | 1.71% | Reduce -4.2% | 12,606 | $2.5M |
| Great Lakes Advisors, LLC | 0.02% | Reduce -8.3% | 12,523 | $2.5M |
| Regions Financial Corp. | 0.02% | Add +12.8% | 12,481 | $2.5M |
| Lion Street Advisors, LLC | 0.86% | Reduce -0.6% | 12,440 | $2.5M |
| Pekin Hardy Strauss, Inc. | 0.31% | Add +0.6% | 12,393 | $2.5M |
| Joseph P. Lucia & Associates, LLC | 1.13% | Reduce -1.1% | 12,344 | $2.4M |
| Duncan Williams Asset Management, LLC | 1.34% | Add +8.0% | 12,320 | $2.4M |
| Cornell Pochily Investment Advisors, Inc. | 0.85% | Add +0.8% | 12,305 | $2.4M |
| Proficio Capital Partners LLC | 0.24% | Add +0.3% | 12,294 | $2.4M |
| Wetzel Investment Advisors, Inc. | 1.23% | Reduce -5.3% | 12,242 | $2.4M |
| Beese Fulmer Investment Management, Inc. | 0.21% | Add +4.3% | 12,282 | $2.4M |
| Geneos Wealth Management Inc. | 0.09% | Reduce -4.7% | 12,223 | $2.4M |
| Roundview Capital LLC | 0.18% | Reduce -1.1% | 12,204 | $2.4M |
| Hazlett, Burt & Watson, Inc. | 1.11% | Add +1.0% | 12,190 | $2.4M |
| Axxcess Wealth Management, LLC | 0.06% | Reduce -0.3% | 12,119 | $2.4M |
| MKT Advisors LLC | 1.12% | Reduce -1.5% | 12,163 | $2.4M |
| Oliver Luxxe Assets LLC | 0.42% | Add +0.3% | 11,935 | $2.4M |
| LexAurum Advisors, LLC | 0.52% | Reduce -7.5% | 11,934 | $2.4M |
| Roberts Glore & Co. Inc. | 0.68% | Reduce -0.6% | 11,901 | $2.4M |
| LaSalle St. Investment Advisors, LLC | 0.93% | Add +7.9% | 11,900 | $2.4M |
| Cannon Wealth Management Services, LLC | 2.14% | — | 11,809 | $2.3M |
| Sapient Capital LLC | 0.05% | Add +1.0% | 11,712 | $2.3M |
| Ashton Thomas Private Wealth, LLC | 0.12% | Add +6.3% | 11,719 | $2.3M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.88% | Add +4.7% | 11,906 | $2.3M |
| First National Trust Co | 0.09% | Reduce -7.1% | 11,698 | $2.3M |
| Tandem Capital Management Corp. | 1.22% | Add +1.7% | 11,698 | $2.3M |
| Perennial Investment Advisors, LLC | 0.30% | Reduce -5.1% | 11,687 | $2.3M |
| Childress Capital Advisors, LLC | 0.62% | No change | 11,686 | $2.3M |
| Xponance LLC | 0.02% | New | 11,650 | $2.3M |
| Sepio Capital, LP | 0.18% | Add +36.9% | 11,649 | $2.3M |
| Reynders McVeigh Capital Management, LLC | 0.12% | Reduce -3.5% | 11,572 | $2.3M |
| Becker Capital Management Inc. | 0.07% | Reduce -3.3% | 11,520 | $2.3M |
| Southeast Asset Advisors, LLC | 0.25% | Add +0.0% | 11,538 | $2.3M |
| Weinberger Asset Management, Inc | 0.97% | Add +0.2% | 11,490 | $2.3M |
| Exencial Wealth Advisors, LLC | 0.08% | Reduce -3.6% | 11,455 | $2.3M |
| Krilogy Financial LLC | 0.16% | Add +1.1% | 11,451 | $2.3M |
| Walkner Condon Financial Advisors LLC | 0.46% | Reduce -7.0% | 11,441 | $2.3M |
| Cambridge Financial Group, LLC | 0.94% | Add +0.2% | 11,409 | $2.3M |
| Glen Eagle Advisors, LLC | 0.38% | Add +28.8% | 11,389 | $2.3M |
| Ritholtz Wealth Management | 0.07% | Reduce -5.3% | 11,354 | $2.2M |
| Smith Salley Wealth Management | 0.15% | Add +4.2% | 11,307 | $2.2M |
| Fidelis Capital Partners, LLC | 0.27% | No change | 11,274 | $2.2M |
| First PREMIER Bank | 0.56% | Reduce -18.1% | 11,296 | $2.2M |
| Tudor Financial Inc. | 1.38% | — | 11,272 | $2.2M |
| Foundations Investment Advisors, LLC | 0.05% | Add +12.6% | 11,267 | $2.2M |
| Galvin, Gaustad & Stein, LLC | 0.20% | Add +6.6% | 11,207 | $2.2M |
| SteelPeak Wealth, LLC | 0.10% | Reduce -1.2% | 11,118 | $2.2M |
| Aries Wealth Management | 0.61% | Add +2.4% | 11,156 | $2.2M |
| Arlington Partners LLC | 0.86% | New | 11,135 | $2.2M |
| Breed's Hill Capital LLC | 1.80% | No change | 11,112 | $2.2M |
| Bath Savings Trust Co | 0.22% | Add +6.3% | 11,075 | $2.2M |
| Latitude Advisors, LLC | 1.23% | Add +1.0% | 11,006 | $2.2M |
| Durante & Waters, LLC | 1.83% | Reduce -9.2% | 10,984 | $2.2M |
| Advisors Capital Management, LLC | 0.04% | Reduce -2.9% | 10,974 | $2.2M |
| Round Rock Advisors LLC | 0.51% | Reduce -4.0% | 10,910 | $2.2M |
| Strategic Wealth Partners, Ltd. | 0.21% | Add +5.9% | 10,889 | $2.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Reduce -10.2% | 10,881 | $2.2M |
| Spinnaker Investment Group, LLC | 0.53% | Add +6.9% | 10,881 | $2.2M |
| FC Advisory LLC | 0.72% | Reduce -8.4% | 10,868 | $2.2M |
| Eldridge Investment Advisors, Inc. | 0.50% | Add +0.5% | 10,847 | $2.1M |
| Bleakley Financial Group, LLC | 0.07% | Reduce -2.4% | 10,788 | $2.1M |
| Advisor Resource Council | 0.97% | Add +3.2% | 10,746 | $2.1M |
| Meridian Financial Advisors, LLC | 1.42% | Add +0.8% | 10,742 | $2.1M |
| Compound Planning, Inc. | 0.13% | Add +2.3% | 10,731 | $2.1M |
| Matthew Goff Investment Advisor, LLC | 0.40% | Reduce -0.5% | 10,703 | $2.1M |
| Nicolet Advisory Services, LLC | 0.20% | Reduce -6.1% | 10,782 | $2.1M |
| Bokf, NA | 0.04% | Reduce -5.4% | 10,716 | $2.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Reduce -6.7% | 10,592 | $2.1M |
| Planning Center, Inc. | 0.26% | Reduce -0.6% | 10,589 | $2.1M |
| Private Trust Co. NA | 0.21% | Add +10.9% | 10,566 | $2.1M |
| WNY Asset Management, LLC | 0.24% | No change | 10,512 | $2.1M |
| Joseph Group Capital Management | 0.80% | Add +2.2% | 10,506 | $2.1M |
| Lake Street Advisors Group, LLC | 0.10% | Add +3.2% | 10,410 | $2.1M |
| Collective Family Office LLC | 0.56% | Reduce -0.9% | 10,427 | $2.1M |
| FineMark National Bank & Trust | 0.07% | Reduce -56.5% | 10,416 | $2.1M |
| Colonial Trust Co / SC | 0.32% | Add +2170.1% | 10,397 | $2.1M |
| Sweeney & Michel, LLC | 0.81% | Add +0.3% | 10,200 | $2.1M |
| Founders Financial Securities LLC | 0.19% | Reduce -32.3% | 10,338 | $2.0M |
| Valley Forge Investment Consultants Inc. Adv | 0.71% | Reduce -0.5% | 10,326 | $2.0M |
| Saxon Interests, Inc. | 0.93% | Reduce -0.6% | 10,305 | $2.0M |
| Flow Traders U.S. LLC | 0.10% | Add +21.1% | 10,304 | $2.0M |
| Defined Wealth Management, LLC | 1.32% | Reduce -0.4% | 10,263 | $2.0M |
| Evercore Wealth Management, LLC | 0.03% | No change | 10,243 | $2.0M |
| Acima Private Wealth, LLC | 0.68% | No change | 10,225 | $2.0M |
| CJM Wealth Advisers, Ltd. | 0.69% | No change | 10,222 | $2.0M |
| L.M. Kohn & Company | 0.51% | Add +30.1% | 10,183 | $2.0M |
| World Investment Advisors | 0.06% | Add +106.3% | 10,150 | $2.0M |
| Miramar Capital, LLC | 0.47% | Reduce -1.0% | 10,131 | $2.0M |
| Relyea Zuckerberg Hanson LLC | 0.30% | Add +0.1% | 10,075 | $2.0M |
| West Bancorporation Inc. | 1.32% | Reduce -0.8% | 10,013 | $2.0M |
| Robinson Smith Wealth Advisors LLC | 1.68% | Reduce -6.8% | 9,983 | $2.0M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.72% | Reduce -3.0% | 9,965 | $2.0M |
| HBC Financial Services, PLLC | 1.20% | Reduce -0.1% | 9,990 | $2.0M |
| ICONIQ Capital, LLC | 0.04% | Add +0.5% | 9,870 | $2.0M |
| Cornerstone Management, Inc. | 0.41% | Reduce -0.5% | 9,853 | $2.0M |
| Fiduciary Family Office, LLC | 0.64% | No change | 9,850 | $2.0M |
| TrueWealth Advisors, LLC | 0.65% | Reduce -7.9% | 9,832 | $1.9M |
| LRI Investments, LLC | 0.19% | No change | 9,722 | $1.9M |
| IMS Capital Management | 0.87% | Reduce -0.8% | 9,783 | $1.9M |
| TFG Advisers LLC | 0.70% | Reduce -1.9% | 9,772 | $1.9M |
| Bridgewealth Advisory Group, LLC | 0.70% | Add +19.9% | 9,763 | $1.9M |
| Verity & Verity, LLC | 0.19% | Reduce -0.2% | 9,736 | $1.9M |
| Fairhaven Wealth Management, LLC | 0.58% | No change | 9,624 | $1.9M |
| Ethos Financial Group, LLC | 0.32% | Add +14.2% | 9,571 | $1.9M |
| Capital Investment Advisory Services, LLC | 0.18% | Add +8.8% | 9,562 | $1.9M |
| Novare Capital Management LLC | 0.16% | Add +0.6% | 9,436 | $1.9M |
| Plan Group Financial, LLC | 0.98% | Add +15.3% | 9,340 | $1.8M |
| Gateway Wealth Partners, LLC | 0.51% | Add +15.9% | 9,292 | $1.8M |
| waypoint wealth counsel | 1.24% | Add +3.0% | 9,272 | $1.8M |
| Personal Cfo Solutions, LLC | 0.26% | Add +0.0% | 9,260 | $1.8M |
| BOS Asset Management, LLC | 0.68% | Add +5.8% | 9,233 | $1.8M |
| Bluesphere Advisors LLC | 0.90% | Add +11.6% | 9,224 | $1.8M |
| Sage Investment Advisers LLC | 1.91% | Add +1.3% | 9,210 | $1.8M |
| Emerald Advisors, LLC | 0.26% | Reduce -1.4% | 9,020 | $1.8M |
| PGIM Custom Harvest LLC | 0.04% | Add +4.1% | 9,167 | $1.8M |
| RPG Investment Advisory, LLC | 0.26% | Reduce -1.2% | 9,124 | $1.8M |
| Pittenger & Anderson Inc. | 0.07% | Add +14.0% | 9,089 | $1.8M |
| Cape Cod Five Cents Savings Bank | 0.16% | Reduce -1.4% | 9,080 | $1.8M |
| Mad River Investors | 1.00% | Reduce -9.8% | 9,065 | $1.8M |
| Consolidated Portfolio Review Corp | 0.40% | Add +1.5% | 9,057 | $1.8M |
| Cassaday & Co Wealth Management LLC | 0.05% | Reduce -4.6% | 9,054 | $1.8M |
| Duncker Streett & Co. Inc. | 0.33% | Reduce -4.5% | 9,028 | $1.8M |
| Pitti Group Wealth Management, LLC | 1.94% | No change | 10,488 | $1.8M |
| Ironwood Investment Counsel, LLC | 0.30% | Reduce -3.5% | 9,000 | $1.8M |
| Cypress Wealth Services, LLC | 0.36% | No change | 8,901 | $1.8M |
| WBH Advisory Inc. | 0.17% | Add +8.8% | 8,886 | $1.8M |
| Nova R Wealth, Inc. | 0.87% | Add +0.1% | 8,872 | $1.8M |
| Angeles Wealth Management, LLC | 0.15% | Add +16.5% | 8,836 | $1.7M |
| Tradewinds, LLC. | 0.54% | Reduce -0.1% | 8,805 | $1.7M |
| DF Dent & Co. Inc. | 0.02% | Add +0.3% | 8,799 | $1.7M |
| Keudell/Morrison Wealth Management | 0.47% | Add +0.9% | 8,755 | $1.7M |
| Beacon Capital Management, LLC | 0.25% | Reduce -8.8% | 8,741 | $1.7M |
| Wedbush Securities Inc. | 0.06% | Reduce -19.3% | 8,713 | $1.7M |
| Madison Park Capital Advisors, LLC | 1.29% | Add +0.2% | 8,672 | $1.7M |
| Talisman Wealth Advisors LLC | 1.80% | Add +0.5% | 8,656 | $1.7M |
| Moneco Advisors, LLC | 0.21% | Reduce -3.8% | 8,606 | $1.7M |
| TPG Advisors LLC | 1.33% | Add +0.7% | 8,601 | $1.7M |
| WFA of San Diego, LLC | 1.44% | Add +2.1% | 8,600 | $1.7M |
| AIMZ Investment Advisors, LLC | 0.58% | Reduce -4.6% | 8,559 | $1.7M |
| Capital Advisors Inc. | 0.03% | Reduce -3.0% | 8,556 | $1.7M |
| BlackRock, Inc. | 0.00% | — | 8,533 | $1.7M |
| Roger Wittlin Investment Advisory, LLC | 0.97% | Reduce -1.1% | 8,509 | $1.7M |
| Biltmore Family Office, LLC | 0.29% | Add +3.1% | 8,461 | $1.7M |
| Chicago Capital, LLC | 0.05% | Add +2.5% | 8,479 | $1.7M |
| Atlantic Edge Private Wealth Management, LLC | 0.51% | Add +0.0% | 8,385 | $1.7M |
| Capital City Trust Co. | 0.41% | Reduce -15.6% | 8,364 | $1.7M |
| MSH Capital Advisors LLC | 0.50% | Add +5.3% | 8,337 | $1.7M |
| Avity Investment Management Inc. | 0.13% | Reduce -2.2% | 8,327 | $1.6M |
| Bienville Capital Management, LLC | 0.42% | Add +0.1% | 8,201 | $1.6M |
| GM Advisory Group, LLC | 0.10% | Add +5.6% | 8,204 | $1.6M |
| Arq Wealth Advisors, LLC | 0.61% | Reduce -2.7% | 8,229 | $1.6M |
| BluePointe Capital Management, LLC | 1.04% | Add +0.7% | 8,078 | $1.6M |
| Arkos Global Advisors | 0.23% | No change | 8,111 | $1.6M |
| Sand Hill Global Advisors, LLC | 0.07% | Reduce -0.6% | 8,092 | $1.6M |
| Arkadios Wealth Advisors | 0.09% | Add +13.4% | 8,085 | $1.6M |
| Greenspring Advisors, LLC | 0.35% | Add +30.1% | 8,069 | $1.6M |
| Proquility Private Wealth Partners, LLC | 0.51% | Add +222.7% | 8,052 | $1.6M |
| Creative Financial Designs Inc. | 0.13% | Add +1.2% | 8,037 | $1.6M |
| Motco | 0.16% | No change | 8,035 | $1.6M |
| BNC Wealth Management, LLC | 0.58% | Reduce -0.1% | 7,976 | $1.6M |
| Founders Financial Alliance, LLC | 0.44% | Add +1.3% | 7,941 | $1.6M |
| Inspirion Wealth Advisors, LLC | 0.22% | Reduce -0.8% | 7,929 | $1.6M |
| Avior Wealth Management, LLC | 0.06% | Reduce -10.0% | 7,927 | $1.6M |
| Red Mountain Financial, LLC | 1.66% | Add +0.3% | 7,884 | $1.6M |
| Viawealth, LLC | 0.91% | Add +1.4% | 7,869 | $1.6M |
| Barclays PLC | 0.00% | Add +9.9% | 7,860 | $1.6M |
| Monterey Private Wealth, Inc. | 0.53% | Reduce -9.9% | 7,846 | $1.6M |
| Paragon Financial Partners, Inc. | 1.14% | Reduce -5.5% | 7,844 | $1.6M |
| All Season Financial Advisors, Inc. | 1.32% | Add +79.3% | 7,831 | $1.6M |
| Black Diamond Financial, LLC | 0.26% | Add +48.7% | 7,810 | $1.5M |
| Sachetta, LLC | 0.61% | No change | 7,789 | $1.5M |
| Lansing Street Advisors | 0.57% | Add +2.7% | 7,770 | $1.5M |
| C M Bidwell & Associates Ltd. | 0.94% | No change | 7,762 | $1.5M |
| NovaPoint Capital, LLC | 0.48% | Reduce -0.2% | 7,742 | $1.5M |
| Objective Capital Management, LLC | 0.90% | — | 7,738 | $1.5M |
| Callan Capital, LLC | 0.11% | Reduce -1.8% | 7,737 | $1.5M |
| Wintrust Investments LLC | 1.13% | Reduce -89.9% | 7,710 | $1.5M |
| IRON Financial LLC | 0.82% | Reduce -6.2% | 7,650 | $1.5M |
| Horst & Graben Wealth Management LLC | 0.27% | Reduce -0.0% | 7,649 | $1.5M |
| Vident Advisory, LLC | 0.04% | No change | 7,605 | $1.5M |
| FinTrust Capital Advisors, LLC | 0.26% | Add +6.3% | 7,602 | $1.5M |
| Moulton Wealth Management, Inc. | 1.26% | Reduce -52.5% | 7,633 | $1.5M |
| Townsend Asset Management Corp. /NC/ | 0.56% | Add +0.3% | 7,593 | $1.5M |
| Logan Capital Management Inc. | 0.06% | Reduce -0.5% | 7,533 | $1.5M |
| Eastern Bank | 0.03% | New | 7,448 | $1.5M |
| Albion Financial Group | 0.10% | Reduce -6.8% | 7,440 | $1.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.07% | Reduce -0.5% | 7,414 | $1.5M |
| Austin Private Wealth, LLC | 0.14% | Reduce -0.0% | 7,377 | $1.5M |
| J. W. Coons Advisors, LLC | 0.27% | Reduce -0.8% | 7,363 | $1.5M |
| North Star Asset Management Inc. | 0.07% | Reduce -35.1% | 7,343 | $1.5M |
| First American Bank | 0.10% | No change | 7,334 | $1.5M |
| Darrow Company, Inc. | 0.84% | Reduce -0.3% | 7,329 | $1.5M |
| Private Capital Management LLC | 0.26% | Add +59.8% | 7,319 | $1.4M |
| Thrive Capital Management, LLC | 0.68% | Add +15.1% | 7,282 | $1.4M |
| Navis Wealth Advisors, LLC | 1.56% | Add +0.3% | 7,257 | $1.4M |
| Arbor Wealth Advisors LLC | 1.30% | Add +0.1% | 7,251 | $1.4M |
| Godshalk Welsh Capital Management, Inc. | 0.91% | Add +0.1% | 7,233 | $1.4M |
| Traphagen Investment Advisors LLC | 0.14% | Reduce -3.7% | 7,199 | $1.4M |
| Debussy Capital Management LP | 0.41% | Reduce -3.7% | 7,158 | $1.4M |
| Manhattan West Asset Management, LLC | 0.37% | Reduce -0.1% | 7,157 | $1.4M |
| Nottingham Advisors, Inc. | 0.16% | Reduce -11.0% | 7,153 | $1.4M |
| Lake Street Private Wealth, LLC | 0.23% | Reduce -52.8% | 7,142 | $1.4M |
| Catalina Capital Group, LLC | 0.48% | Add +22.0% | 7,136 | $1.4M |
| Larson Financial Group LLC | 0.08% | Reduce -2.7% | 7,124 | $1.4M |
| Community Bank, N.A. | 0.18% | No change | 7,108 | $1.4M |
| Essex Bank | 0.35% | Reduce -1.4% | 7,097 | $1.4M |
| Rappaport Reiches Capital Management, LLC | 0.37% | No change | 7,076 | $1.4M |
| Philip James Wealth Mangement, LLC | 0.18% | Add +1.4% | 7,049 | $1.4M |
| Luminvest Wealth Management LLC | 0.58% | Add +1.3% | 7,043 | $1.4M |
| EPIQ Capital Group, LLC | 0.40% | Add +0.5% | 6,990 | $1.4M |
| Callan Family Office, LLC | 0.23% | Add +4.5% | 7,016 | $1.4M |
| Nadler Financial Group, Inc. | 0.15% | Reduce -2.2% | 7,009 | $1.4M |
| Atria Investments, Inc | 0.02% | Add +13.9% | 7,004 | $1.4M |
| Simmons Bank | 0.10% | No change | 6,979 | $1.4M |
| Birchcreek Wealth Management, LLC | 0.91% | Reduce -11.2% | 6,978 | $1.4M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.67% | Reduce -7.6% | 6,972 | $1.4M |
| Prudential PLC | 0.01% | Reduce -1.7% | 6,960 | $1.4M |
| Kelman-Lazarov, Inc. | 0.24% | No change | 6,941 | $1.4M |
| Versant Capital Management, Inc | 0.31% | No change | 6,940 | $1.4M |
| Capstone Wealth Management Group, LLC | 0.81% | Add +0.5% | 6,917 | $1.4M |
| Everett Harris & Co. | 0.02% | Reduce -6.6% | 6,915 | $1.4M |
| Strategic Financial Services, Inc. | 0.08% | Reduce -3.5% | 6,896 | $1.4M |
| Old North State Wealth Management, LLC | 0.76% | Reduce -3.9% | 6,869 | $1.4M |
| Weik Capital Management | 0.55% | Reduce -0.1% | 6,865 | $1.4M |
| Silverlake Wealth Management LLC | 0.52% | Add +0.1% | 6,827 | $1.4M |
| Carlson Capital Management | 0.06% | Add +0.3% | 6,811 | $1.3M |
| WESCAP Management Group, Inc. | 0.34% | No change | 6,804 | $1.3M |
| Monograph Wealth Advisors, LLC | 0.17% | Add +0.1% | 6,762 | $1.3M |
| Patten Group, Inc. | 0.30% | Reduce -0.7% | 6,763 | $1.3M |
| Gallacher Capital Management LLC | 0.62% | Add +0.1% | 6,761 | $1.3M |
| Aua Capital Management, LLC | 0.77% | Reduce -0.6% | 6,729 | $1.3M |
| Optiver Holding B.V. | 0.03% | New | 6,718 | $1.3M |
| Frank, Rimerman Advisors LLC | 0.09% | Add +0.1% | 6,699 | $1.3M |
| Peninsula Wealth, LLC | 0.23% | Add +0.2% | 6,567 | $1.3M |
| Catalyst Financial Partners LLC | 0.26% | Add +0.8% | 6,626 | $1.3M |
| Busey Bank | 0.04% | Add +0.5% | 6,610 | $1.3M |
| Clear Harbor Asset Management, LLC | 0.11% | Add +1.1% | 6,598 | $1.3M |
| Keel Point, LLC | 0.11% | No change | 6,571 | $1.3M |
| Wexford Capital LP | 0.31% | No change | 6,524 | $1.3M |
| Piedmont Capital Management, LLC | 0.77% | Reduce -9.0% | 6,375 | $1.3M |
| Klingman & Associates, LLC | 0.08% | Add +0.1% | 6,472 | $1.3M |
| Continuum Advisory, LLC | 0.16% | Add +38.1% | 6,369 | $1.3M |
| SageView Advisory Group, LLC | 0.06% | Reduce -14.3% | 6,427 | $1.3M |
| Wolff Financial Management LLC | 0.35% | New | 6,421 | $1.3M |
| Richard C. Young & CO., LTD. | 0.14% | Add +3.5% | 6,400 | $1.3M |
| Sunbelt Securities, Inc. | 0.12% | Add +0.6% | 6,388 | $1.3M |
| Collaborative Wealth Managment Inc. | 0.57% | Reduce -1.0% | 6,376 | $1.3M |
| Lanark Financial, Inc. | 0.11% | Add +76.3% | 6,353 | $1.3M |
| Harmony Asset Management LLC | 0.46% | Reduce -8.2% | 6,349 | $1.3M |
| Syverson Strege & Co | 0.42% | No change | 6,336 | $1.3M |
| Highview Capital Management LLC | 0.51% | No change | 6,332 | $1.3M |
| Blue Trust, Inc. | 0.02% | Add +61.1% | 6,870 | $1.3M |
| Forum Financial Management, LP | 0.02% | Add +15.3% | 6,326 | $1.3M |
| Carret Asset Management, LLC | 0.14% | Add +4.6% | 6,320 | $1.3M |
| Maiden Cove Capital, LLC | 1.95% | Add +27.3% | 6,306 | $1.2M |
| Summit Wealth Partners, LLC | 0.24% | Reduce -9.6% | 6,290 | $1.2M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.08% | No change | 6,290 | $1.2M |
| Rockland Trust Co. | 0.06% | Reduce -0.2% | 6,284 | $1.2M |
| Thompson Davis & Co., Inc. | 0.91% | Add +11.1% | 6,244 | $1.2M |
| Mayfair Advisory Group, LLC | 0.78% | Add +0.1% | 6,269 | $1.2M |
| Bfsg, LLC | 0.14% | Reduce -0.2% | 6,237 | $1.2M |
| Cooper/Haims Advisors, LLC | 0.68% | Add +1.7% | 6,236 | $1.2M |
| RVW Wealth, LLC | 0.11% | Reduce -5.2% | 6,234 | $1.2M |
| Dempze Nancy E | 0.69% | No change | 6,231 | $1.2M |
| Fortis Capital Advisors, LLC | 0.41% | Add +1.1% | 6,216 | $1.2M |
| Daymark Wealth Partners, LLC | 0.05% | Reduce -4.2% | 6,212 | $1.2M |
| Ashton Thomas Securities, LLC | 0.24% | Add +5.2% | 6,187 | $1.2M |
| ERn Financial, LLC | 0.19% | Reduce -0.1% | 6,174 | $1.2M |
| Bristlecone Advisors, LLC | 0.10% | Reduce -1.5% | 6,142 | $1.2M |
| RDA Financial Network | 0.38% | Reduce -0.3% | 6,139 | $1.2M |
| Horizon Wealth Management, LLC | 0.24% | Add +0.0% | 6,117 | $1.2M |
| Ledgewood Wealth Advisors, LLC | 0.82% | Reduce -2.8% | 6,115 | $1.2M |
| First Citizens Bank & Trust Co. | 0.03% | No change | 6,111 | $1.2M |
| Great Diamond Partners, LLC | 0.31% | Reduce -5.8% | 6,101 | $1.2M |
| Abacus Wealth Partners, LLC | 0.18% | Reduce -11.1% | 6,083 | $1.2M |
| Sunpointe, LLC | 0.99% | Reduce -70.7% | 6,023 | $1.2M |
| Tenret Co LLC | 0.75% | No change | 6,040 | $1.2M |
| Millennium Capital Advisors, LLC | 0.78% | No change | 6,030 | $1.2M |
| Clear Point Advisors Inc. | 0.92% | Add +2.3% | 6,028 | $1.2M |
| Quaker Wealth Management, LLC | 0.44% | — | 6,001 | $1.2M |
| Cadence Bank | 0.08% | Reduce -0.8% | 5,983 | $1.2M |
| Freestone Capital Holdings, LLC | 0.04% | Add +17.6% | 5,975 | $1.2M |
| Schrum Private Wealth Management LLC | 0.61% | Add +63.5% | 5,930 | $1.2M |
| National Philanthropic Trust | 0.02% | Reduce -5.5% | 5,915 | $1.2M |
| National Wealth Management Group, LLC | 0.79% | Reduce -16.6% | 5,914 | $1.2M |
| XML Financial, LLC | 0.11% | Add +2.9% | 5,913 | $1.2M |
| Simplicity Wealth,LLC | 0.11% | Reduce -64.2% | 5,887 | $1.2M |
| Tsfg, LLC | 0.25% | Reduce -3.8% | 5,885 | $1.2M |
| Nilsine Partners, LLC | 0.15% | No change | 5,886 | $1.2M |
| Cranbrook Wealth Management, LLC | 0.27% | No change | 5,875 | $1.2M |
| Essex LLC | 0.24% | Add +11.0% | 5,849 | $1.2M |
| Invst, LLC | 0.14% | Reduce -28.1% | 5,841 | $1.2M |
| MPS Loria Financial Planners, LLC | 0.34% | Add +0.3% | 5,839 | $1.2M |
| Jaffetilchin Investment Partners, LLC | 0.09% | Add +15.0% | 5,829 | $1.2M |
| Well Done, LLC | 0.21% | Add +0.1% | 5,829 | $1.2M |
| Cable Hill Partners, LLC | 0.11% | No change | 5,776 | $1.1M |
| Webster Bank, N. A. | 0.12% | Add +34.2% | 5,776 | $1.1M |
| IFG Advisors, LLC | 0.24% | Add +9.0% | 5,767 | $1.1M |
| Gradient Capital Advisors, LLC | 0.38% | Reduce -0.0% | 5,731 | $1.1M |
| Sovereign Financial Group, Inc. | 0.26% | Reduce -7.1% | 5,705 | $1.1M |
| Safeguard Financial, LLC | 0.27% | Add +0.9% | 5,705 | $1.1M |
| Wesbanco Bank Inc. | 0.04% | Add +10.4% | 5,702 | $1.1M |
| First Bancorp, Inc | 0.78% | Add +1.6% | 5,684 | $1.1M |
| Capital Asset Advisory Services LLC | 0.06% | Reduce -0.0% | 5,694 | $1.1M |
| Union Savings Bank | 0.55% | Reduce -4.8% | 5,652 | $1.1M |
| Key Client Fiduciary Advisors, LLC | 0.51% | Add +2.1% | 5,649 | $1.1M |
| OneAscent Wealth Management LLC | 0.42% | New | 5,622 | $1.1M |
| Evernest Financial Advisors, LLC | 0.30% | Add +0.3% | 5,643 | $1.1M |
| Trifecta Capital Advisors, LLC | 0.23% | Add +0.1% | 5,630 | $1.1M |
| Fortitude Advisory Group L.L.C. | 0.70% | Add +2.8% | 5,615 | $1.1M |
| Elmwood Wealth Management, Inc. | 0.46% | No change | 5,613 | $1.1M |
| Evergreen Advisors, LLC | 0.31% | Add +0.5% | 5,604 | $1.1M |
| Palisade Asset Management, LLC | 0.11% | Add +14.3% | 5,581 | $1.1M |
| Northwest Wealth Management, LLC | 0.26% | Reduce -0.5% | 5,561 | $1.1M |
| Cypress Capital Group | 0.12% | Add +11.9% | 5,558 | $1.1M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -4.2% | 5,557 | $1.1M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.25% | Add +0.8% | 5,548 | $1.1M |
| Pitcairn Co. | 0.06% | Add +78.2% | 5,542 | $1.1M |
| Radnor Capital Management, LLC | 0.16% | New | 5,523 | $1.1M |
| Institute for Wealth Management, LLC. | 0.14% | Add +2.7% | 5,517 | $1.1M |
| Herold Advisors, Inc. | 0.24% | Reduce -3.5% | 5,509 | $1.1M |
| Baldwin Wealth Partners LLC | 0.07% | No change | 5,500 | $1.1M |
| Lowe Brockenbrough & Co. Inc. | 0.07% | Add +34.1% | 5,474 | $1.1M |
| Financial Partners Group, Inc | 0.16% | Reduce -1.4% | 5,495 | $1.1M |
| Northwest Bancshares, Inc. | 0.19% | Reduce -5.7% | 5,493 | $1.1M |
| WealthCare Investment Partners, LLC | 0.47% | Add +2.7% | 5,537 | $1.1M |
| Sage Capital Advisors,llc | 0.28% | Add +1.9% | 5,408 | $1.1M |
| Pettinga Financial Advisors LLC | 0.25% | Reduce -6.2% | 5,397 | $1.1M |
| Lincoln Capital Corp. | 0.44% | No change | 5,395 | $1.1M |
| Blossom Wealth Management | 2.15% | Add +4.2% | 5,376 | $1.1M |
| Lwmg, LLC | 0.20% | Add +8.1% | 5,374 | $1.1M |
| Moody LYNN Lieberson & Walker, LLC | 0.07% | Reduce -5.0% | 5,338 | $1.1M |
| O'ROURKE & COMPANY, Inc | 0.53% | Reduce -1.5% | 5,334 | $1.1M |
| Wells Financial Advisors INC | 1.42% | No change | 5,300 | $1.1M |
| Morling Financial Advisors, LLC | 0.40% | Add +2.3% | 5,320 | $1.1M |
| Sutton Place Investors LLC | 0.64% | No change | 5,311 | $1.1M |
| Elser Financial Planning, Inc | 1.52% | Reduce -4.0% | 5,303 | $1.1M |
| Baldwin Investment Management, LLC | 0.13% | Add +0.1% | 5,292 | $1.0M |
| Accredited Investors Inc. | 0.06% | Add +0.9% | 5,283 | $1.0M |
| BTG Pactual Asset Management US LLC | 0.15% | New | 5,985 | $1.0M |
| Sawgrass Asset Management LLC | 0.11% | No change | 5,238 | $1.0M |
| Coppell Advisory Solutions LLC | 0.15% | Reduce -34.2% | 5,255 | $1.0M |
| Patten & Patten Inc. | 0.07% | Add +0.1% | 5,208 | $1.0M |
| Principal Securities, Inc. | 0.02% | Add +7.2% | 5,161 | $1.0M |
| Front Row Advisors LLC | 0.36% | Reduce -21.3% | 5,139 | $1.0M |
| Balanced Wealth Group LLC | 0.45% | Reduce -18.8% | 5,160 | $1.0M |
| Mosaic Family Wealth Partners, LLC | 0.15% | Add +4.1% | 5,148 | $1.0M |
| Van Den Berg Management I, Inc. | 0.29% | Reduce -1.8% | 5,133 | $1.0M |
| Brown Miller Wealth Management, LLC | 0.39% | Reduce -1.4% | 5,107 | $1.0M |
| YHB Investment Advisors, Inc. | 0.08% | Reduce -3.6% | 5,089 | $1.0M |
| Independent Wealth Network Inc. | 0.45% | Reduce -0.9% | 5,076 | $1.0M |
| Jag Capital Management, LLC | 0.12% | Reduce -2.9% | 5,075 | $1.0M |
| CIC Wealth, LLC | 0.26% | Add +0.1% | 5,055 | $1.0M |
| TAGStone Capital, Inc. | 0.51% | Add +52.3% | 5,029 | $1.0M |
| Fiduciary Group, LLC | 0.10% | No change | 5,046 | $999K |
| Fortis Group Advisors, LLC | 0.18% | Reduce -1.4% | 5,042 | $999K |
| Flagstone Financial Management | 0.33% | No change | 5,034 | $997K |
| McAdam, LLC | 0.06% | Add +7.8% | 5,009 | $992K |
| QRG Capital Management, Inc. | 0.01% | Add +4.6% | 5,006 | $991K |
| Indiana Trust & Investment Management Co | 0.34% | No change | 4,995 | $989K |
| Integrity Financial Corp | 0.58% | Add +4.0% | 4,991 | $989K |
| JRM Investment Counsel, LLC | 0.36% | Reduce -3.7% | 4,961 | $983K |
| Santori & Peters, Inc. | 0.39% | Add +0.4% | 4,955 | $981K |
| Vicus Capital | 0.09% | Add +0.2% | 4,943 | $979K |
| SpiderRock Advisors, LLC | 0.02% | Add +57.7% | 4,938 | $978K |
| Ritter Daniher Financial Advisory LLC / DE | 0.28% | No change | 4,928 | $976K |
| MA Private Wealth | 0.18% | Reduce -7.4% | 4,926 | $976K |
| Future Financial Wealth Managment LLC | 0.70% | Reduce -3.0% | 4,924 | $975K |
| Maple Capital Management, Inc. | 0.07% | Reduce -14.1% | 4,914 | $973K |
| Bridges Investment Management Inc. | 0.01% | Reduce -2.4% | 4,897 | $970K |
| Park National Corp. | 0.03% | Reduce -0.3% | 4,880 | $967K |
| American State Bank (Iowa) | 0.59% | No change | 4,873 | $965K |
| Rockingstone Advisors LLC | 0.47% | Add +0.7% | 4,866 | $964K |
| Ignite Planners, LLC | 0.22% | Add +0.1% | 4,835 | $958K |
| Smartleaf Asset Management LLC | 0.12% | Reduce -0.3% | 4,853 | $957K |
| One Charles Private Wealth Services, LLC | 0.36% | Add +2.9% | 4,821 | $955K |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -1.1% | 4,820 | $955K |
| TruWealth Advisors, LLC | 0.06% | Reduce -0.1% | 4,814 | $954K |
| Keeley-Teton Advisors, LLC | 0.10% | No change | 4,808 | $952K |
| Richard W. Paul & Associates, LLC | 0.34% | Reduce -6.2% | 4,808 | $952K |
| Vaughan David Investments LLC | 0.02% | Reduce -5.5% | 4,806 | $952K |
| Bluespring Wealth Management, LLC | 0.10% | Reduce -4.6% | 4,782 | $951K |
| CFS Investment Advisory Services, LLC | 0.08% | Reduce -42.6% | 4,803 | $951K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.68% | — | 4,798 | $950K |
| Camden National Bank | 0.14% | Reduce -16.4% | 4,795 | $950K |
| Texas Yale Capital Corp. | 0.04% | No change | 4,791 | $949K |
| Westmount Partners, LLC | 0.28% | Add +1.6% | 4,769 | $945K |
| Christensen, King & Associates Investment Services, Inc. | 0.44% | Add +2.3% | 4,766 | $944K |
| Grey Ledge Advisors, LLC | 0.24% | Reduce -3.1% | 4,766 | $944K |
| Carson Advisory Inc. | 0.59% | Add +16.4% | 4,747 | $940K |
| Occidental Asset Management, LLC | 0.15% | Add +0.0% | 4,740 | $939K |
| Lantern Wealth Advisors, LLC | 0.65% | Reduce -6.8% | 4,735 | $938K |
| Mason Investment Advisory Services, Inc. | 0.05% | Add +0.5% | 4,725 | $936K |
| Towerpoint Wealth, LLC | 0.44% | Add +9.0% | 4,709 | $933K |
| Flagship Private Wealth, LLC | 0.48% | Add +3.3% | 4,695 | $930K |
| Magnus Financial Group LLC | 0.09% | Add +1.6% | 4,672 | $925K |
| Canal Capital Management, LLC | 0.15% | Add +0.2% | 4,634 | $918K |
| Zacks Investment Management | 0.01% | Add +47.8% | 4,633 | $917K |
| Sage Rhino Capital LLC | 0.20% | No change | 4,620 | $915K |
| Ridgewood Investments LLC | 0.45% | Add +12.4% | 4,602 | $911K |
| Smithbridge Asset Management Inc. | 0.16% | Reduce -16.7% | 4,588 | $909K |
| Willner & Heller, LLC | 0.81% | Add +0.5% | 4,573 | $906K |
| Successful Portfolios LLC | 0.61% | Add +2.4% | 4,571 | $905K |
| RTD Financial Advisors, Inc. | 0.11% | Reduce -0.0% | 4,553 | $902K |
| HTLF Bank | 0.10% | Reduce -0.7% | 4,546 | $900K |
| Marble Harbor Investment Counsel, LLC | 0.10% | Reduce -0.1% | 4,545 | $900K |
| Silver Lake Advisory, LLC | 0.20% | Reduce -6.8% | 4,544 | $900K |
| KOM Wealth Management Group, LLC | 0.75% | Reduce -18.4% | 4,525 | $896K |
| Raub Brock Capital Management LP | 0.18% | Reduce -0.2% | 4,521 | $895K |
| Agate Pass Investment Management, LLC | 0.45% | Reduce -8.8% | 4,515 | $894K |
| HMS Capital Management, LLC | 0.44% | No change | 4,513 | $894K |
| Anderson Hoagland & Co. | 0.09% | No change | 4,510 | $889K |
| Revolve Wealth Partners, LLC | 0.14% | Add +39.9% | 4,489 | $889K |
| SOL Capital Management CO | 0.10% | Reduce -2.2% | 4,482 | $888K |
| GTS Securities LLC | 0.02% | Reduce -39.0% | 4,476 | $887K |
| Highland Capital Management, LLC | 0.05% | Add +7.8% | 4,431 | $878K |
| Brookmont Capital Management | 0.45% | Add +0.2% | 4,430 | $877K |
| Capital Management Corp. | 0.15% | No change | 4,400 | $871K |
| LongView Wealth Management | 0.28% | Reduce -4.3% | 4,391 | $870K |
| Anson Capital, Inc. | 0.78% | Reduce -10.4% | 4,386 | $869K |
| Eagle Strategies LLC | 0.16% | Reduce -1.0% | 4,367 | $865K |
| Missouri Trust & Investment Co | 0.30% | Add +4.8% | 4,300 | $852K |
| Summit Financial Wealth Advisors, LLC | 0.16% | Add +5.4% | 4,281 | $848K |
| WealthPlan Investment Management, LLC | 0.09% | New | 4,265 | $845K |
| John W. Brooker & Co., CPAs | 0.39% | Reduce -0.1% | 4,245 | $841K |
| Trust Co | 0.10% | Add +1.8% | 4,241 | $840K |
| Melfa Wealth Management, Inc. | 0.55% | Add +0.3% | 4,238 | $839K |
| Intrua Financial, LLC | 0.14% | Reduce -0.2% | 4,237 | $839K |
| Legacy Financial Strategies, LLC | 0.18% | No change | 4,199 | $832K |
| Private Management Group Inc. | 0.03% | Reduce -0.3% | 4,194 | $831K |
| Fiduciary Alliance LLC | 0.11% | Add +30.7% | 4,186 | $829K |
| GeoWealth Management, LLC | 0.03% | Add +83.2% | 4,166 | $825K |
| Cynosure Group, LLC | 0.12% | Reduce -37.3% | 4,165 | $825K |
| Passumpsic Savings Bank | 0.54% | Add +2.3% | 4,147 | $821K |
| Elevation Point Wealth Partners, LLC | 0.08% | Reduce -12.7% | 4,121 | $816K |
| Boston Trust Walden Corp | 0.01% | No change | 4,121 | $816K |
| KMG Fiduciary Partners, LLC | 0.07% | Reduce -7.0% | 4,120 | $816K |
| Citizens & Northern Corp. | 0.24% | No change | 4,118 | $816K |
| Capital Market Strategies LLC | 0.49% | Reduce -0.9% | 4,096 | $811K |
| Thrive Wealth Management, LLC | 0.15% | Reduce -2.9% | 4,093 | $811K |
| Sequent Planning LLC | 0.28% | Add +7.8% | 4,074 | $807K |
| Kingfisher Capital LLC | 0.19% | Add +0.1% | 4,066 | $805K |
| Willow Creek Wealth Management Inc. | 0.08% | Reduce -0.9% | 4,053 | $803K |
| Smith Chas P & Associates Pa Cpas | 0.05% | No change | 4,042 | $801K |
| Valued Retirements, Inc. | 1.10% | Add +5.5% | 4,028 | $798K |
| HFG Advisors, Inc. | 0.70% | Add +2.4% | 4,015 | $795K |
| Pine Valley Investments Ltd Liability Co | 0.05% | Reduce -14.1% | 4,002 | $795K |
| Ascent Wealth Partners, LLC | 0.11% | Add +0.6% | 4,003 | $793K |
| Gerber, LLC | 0.58% | No change | 3,992 | $791K |
| Regimen Wealth, LLC | 0.25% | Add +44.7% | 3,973 | $787K |
| TCI Wealth Advisors, Inc. | 0.07% | Add +1.8% | 3,962 | $785K |
| Bordeaux Wealth Advisors LLC | 0.14% | No change | 3,941 | $781K |
| Claro Advisors Inc. | 0.10% | Add +10.6% | 3,937 | $780K |
| Capital Management Associates, Inc | 0.32% | Reduce -1.9% | 3,933 | $779K |
| Arcus Capital Partners, LLC | 0.28% | Add +0.3% | 3,923 | $777K |
| Core Wealth Advisors, Inc. | 0.25% | Add +9.9% | 3,922 | $777K |
| Bowman & Co S.C. | 0.41% | Reduce -0.1% | 3,910 | $774K |
| Fairview Capital Investment Management, LLC | 0.04% | No change | 3,900 | $772K |
| Integris Wealth Management, LLC | 0.22% | No change | 3,896 | $772K |
| American Money Management, LLC | 0.15% | Add +7.5% | 3,874 | $767K |
| Berger Financial Group, Inc | 0.06% | Add +12.0% | 3,873 | $767K |
| Koa Wealth Management, LLC | 0.59% | Reduce -3.6% | 3,872 | $767K |
| Bragg Financial Advisors, Inc | 0.03% | Add +46.6% | 3,870 | $766K |
| Palo Alto Wealth Advisors, LLC | 0.31% | Reduce -3.6% | 3,798 | $760K |
| Black Point Wealth Management | 0.88% | Add +0.2% | 3,830 | $759K |
| Boltwood Capital Management | 0.22% | No change | 3,829 | $758K |
| Prio Wealth Limited Partnership | 0.02% | No change | 3,822 | $757K |
| Fisher Asset Management | 0.00% | Reduce -40.8% | 3,812 | $755K |
| Wealth Group Ltd | 0.22% | No change | 3,806 | $754K |
| Neuberger Berman Group LLC | 0.00% | Add +24.1% | 3,804 | $753K |
| Intrust Bank NA | 0.08% | Reduce -2.2% | 3,799 | $752K |
| Selective Wealth Management, Inc. | 0.31% | Add +2.3% | 3,820 | $752K |
| Mark Sheptoff Financial Planning, LLC | 0.40% | Add +5.9% | 3,791 | $751K |
| Asset Dedication, LLC | 0.05% | Add +16.9% | 3,790 | $751K |
| Patrick M Sweeney & Associates, Inc. | 0.55% | Add +14.8% | 3,782 | $749K |
| Greenleaf Trust | 0.01% | Reduce -8.4% | 3,777 | $748K |
| Norden Group LLC | 0.09% | New | 3,776 | $748K |
| Avaii Wealth Management, LLC | 0.38% | Reduce -0.8% | 3,765 | $746K |
| Lutz Financial Services LLC | 0.06% | No change | 3,760 | $745K |
| New Century Financial Group, LLC | 0.27% | Reduce -3.8% | 3,755 | $744K |
| Investment Planning Advisors, Inc. | 0.38% | No change | 4,059 | $741K |
| Dechtman Wealth Management, LLC | 0.15% | Add +0.4% | 3,738 | $740K |
| LVM Capital Management Ltd. | 0.08% | No change | 4,046 | $739K |
| Darwin Wealth Management, LLC | 0.20% | New | 3,710 | $735K |
| Wealthquest Corp | 0.06% | No change | 3,728 | $734K |
| Capasso Planning Partners LLC | 0.22% | Reduce -13.5% | 3,704 | $734K |
| Seaside Wealth Management, Inc. | 0.28% | Add +0.5% | 3,703 | $733K |
| First National Bank of Omaha | 0.05% | Reduce -0.4% | 3,694 | $732K |
| SYM FINANCIAL Corp | 0.10% | No change | 3,688 | $730K |
| Smithfield Trust Co | 0.04% | Add +8.7% | 3,685 | $729K |
| LBMC Investment Advisors, LLC | 0.06% | Add +41.3% | 3,678 | $728K |
| Mechanics Bank Trust Department | 0.10% | Add +94.9% | 3,677 | $728K |
| Pasadena Private Wealth, LLC | 0.15% | Reduce -0.5% | 3,674 | $728K |
| Signal Advisors Wealth, LLC | 0.10% | New | 3,661 | $725K |
| Redhawk Wealth Advisors, Inc. | 0.10% | Add +2.5% | 3,661 | $725K |
| Trademark Financial Management, LLC | 0.57% | Add +5.6% | 3,659 | $725K |
| BSW Wealth Partners | 0.11% | Add +0.1% | 3,655 | $724K |
| Insight Wealth Strategies, LLC | 0.10% | Add +0.4% | 3,649 | $723K |
| RiverFront Investment Group, LLC | 0.02% | Reduce -24.8% | 3,648 | $723K |
| Northwest Investment Counselors, LLC | 0.16% | No change | 3,635 | $720K |
| Blueprint Investment Partners LLC | 0.13% | New | 3,634 | $720K |
| Grove Bank & Trust | 0.11% | No change | 3,623 | $718K |
| Ewa, LLC | 0.26% | Add +4.1% | 3,581 | $717K |
| Cannell & Spears LLC | 0.01% | Add +63.7% | 3,620 | $717K |
| Leading Edge Financial Planning LLC | 0.24% | Reduce -8.1% | 3,618 | $717K |
| Synergy Asset Management, LLC | 0.11% | Reduce -2.4% | 3,618 | $717K |
| Mairs & Power Inc. | 0.01% | Add +38.3% | 3,605 | $714K |
| Spirit of America Management Corp. | 0.14% | Reduce -3.9% | 3,592 | $712K |
| Partners Capital Investment Group, LLP | 0.01% | Add +0.5% | 3,569 | $707K |
| Naples Global Advisors, LLC | 0.07% | Add +5.0% | 3,549 | $706K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -0.7% | 3,556 | $704K |
| FF Advisors,LLC | 0.46% | No change | 3,493 | $703K |
| Hill Island Financial LLC | 0.21% | Reduce -10.8% | 3,546 | $702K |
| Schaeffer Financial LLC | 0.71% | Add +0.5% | 3,539 | $701K |
| Kathleen S. Wright Associates Inc. | 0.29% | Add +0.1% | 3,534 | $700K |
| Ellis Investment Partners, LLC | 0.14% | Reduce -2.2% | 3,528 | $699K |
| Hobart Private Capital, LLC | 0.18% | No change | 3,526 | $698K |
| Rockbridge Investment Management, LCC | 0.09% | Reduce -0.8% | 3,518 | $697K |
| UNIVEST FINANCIAL Corp | 0.05% | New | 3,517 | $697K |
| Rockwood Wealth Management, LLC | 0.08% | Add +5.5% | 3,516 | $696K |
| Legacy Private Trust Co. | 0.05% | Add +1.8% | 3,512 | $696K |
| JGP Wealth Management, LLC | 0.09% | Add +1.5% | 3,502 | $694K |
| Bailard, Inc. | 0.02% | No change | 3,498 | $693K |
| MN Wealth Advisors, LLC | 0.39% | Reduce -0.3% | 3,495 | $692K |
| Olde Wealth Management, LLC | 0.25% | Reduce -0.7% | 3,476 | $691K |
| PrairieView Partners, LLC | 0.07% | No change | 3,490 | $691K |
| Foster & Motley Inc. | 0.04% | Reduce -1.4% | 3,479 | $689K |
| Stephens Consulting, LLC | 0.18% | Reduce -1.6% | 3,474 | $688K |
| Financial Network Wealth Advisors LLC | 0.57% | New | 3,465 | $686K |
| Matrix Asset Advisors Inc. | 0.08% | Reduce -0.8% | 3,453 | $684K |
| Better Money Decisions, LLC | 0.48% | Add +0.9% | 3,452 | $684K |
| Frisch Financial Group, Inc. | 0.21% | Add +0.5% | 3,435 | $683K |
| Alterna Wealth Management, Inc. | 0.61% | Add +1.6% | 3,440 | $681K |
| Appleton Partners Inc. | 0.05% | Reduce -4.7% | 3,439 | $681K |
| Pine Harbor Wealth Management, LLC | 0.34% | Reduce -22.7% | 3,437 | $681K |
| Great Lakes Retirement, Inc. | 0.09% | Add +11.4% | 3,416 | $679K |
| Sage Capital Management, LLC | 0.33% | Add +0.2% | 3,423 | $678K |
| Telos Capital Management, Inc. | 0.07% | Add +0.7% | 3,421 | $678K |
| Adapt Wealth Advisors, LLC | 0.36% | Reduce -4.1% | 3,420 | $677K |
| Financial Enhancement Group LLC | 0.13% | Add +7.0% | 4,395 | $677K |
| OMNI 360 Wealth, Inc. | 0.46% | Reduce -0.1% | 3,417 | $677K |
| Aureus Asset Management, LLC | 0.04% | Reduce -1.8% | 3,416 | $677K |
| Sonora Investment Management Group, LLC | 0.05% | Reduce -7.8% | 3,404 | $674K |
| Pacific Sun Financial Corp | 0.37% | Reduce -6.1% | 3,392 | $672K |
| Gemmer Asset Management LLC | 0.07% | Reduce -2.6% | 3,390 | $671K |
| Advantage Trust Co | 0.46% | No change | 3,388 | $671K |
| Gimbal Financial | 0.44% | Reduce -0.3% | 3,387 | $670K |
| Clark Asset Management, LLC | 0.14% | Add +15.2% | 3,381 | $670K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Add +0.3% | 3,378 | $669K |
| Acas, LLC | 0.55% | Reduce -22.1% | 3,373 | $668K |
| Hemington Wealth Management | 0.18% | No change | 3,436 | $667K |
| Valley National Advisers Inc. | 0.12% | No change | 3,362 | $665K |
| Wick Capital Partners, LLC | 0.21% | Add +0.0% | 3,355 | $664K |
| Meridian Wealth Partners, LLC | 0.10% | Reduce -1.0% | 3,338 | $661K |
| Taylor & Morgan Wealth Management, LLC | 0.44% | Add +0.1% | 3,323 | $658K |
| Gryphon Financial Partners LLC | 0.09% | Reduce -0.5% | 3,323 | $658K |
| Nvwm, LLC | 0.17% | No change | 3,300 | $654K |
| Ascent Group, LLC | 0.05% | Add +4.3% | 3,290 | $652K |
| Bensler, LLC | 0.08% | Reduce -2.0% | 3,279 | $650K |
| Wealth Dimensions Group, Ltd. | 0.16% | No change | 3,279 | $649K |
| Oxford Financial Group, LTD. LLC | 0.04% | No change | 3,278 | $649K |
| Trust Co. of Oklahoma | 0.21% | No change | 3,275 | $649K |
| West Oak Capital, LLC | 0.32% | No change | 3,250 | $644K |
| Bridge Creek Capital Management LLC | 0.19% | Add +1.7% | 3,248 | $643K |
| Motiv8 Investments LLC | 0.43% | Reduce -12.4% | 3,241 | $642K |
| Saxony Capital Management, LLC | 0.59% | Add +2.0% | 3,235 | $641K |
| Howland Capital Management LLC | 0.03% | No change | 3,221 | $641K |
| Masso Torrence Wealth Management Inc. | 0.34% | Reduce -3.1% | 3,225 | $639K |
| Councilor Wealth, LLC | 0.31% | Reduce -7.0% | 3,224 | $639K |
| Hilltop Holdings Inc. | 0.04% | Add +1.2% | 3,212 | $636K |
| Guardian Wealth Advisors, LLC | 0.39% | Add +0.1% | 3,205 | $635K |
| AlTi Global, Inc. | 0.02% | Add +34.7% | 3,190 | $634K |
| Laidlaw Wealth Management LLC | 0.31% | Add +4.0% | 3,196 | $633K |
| Essential Planning, LLC. | 0.26% | Reduce -1.0% | 3,193 | $632K |
| Pure Financial Advisors, LLC | 0.02% | Reduce -12.5% | 3,193 | $632K |
| Summit Investment Advisory Services, LLC | 0.34% | New | 3,191 | $632K |
| Glenview Trust Co | 0.01% | Add +3.4% | 3,191 | $632K |
| Legacy Trust | 0.14% | No change | 3,184 | $631K |
| Hilltop National Bank | 0.19% | Reduce -5.1% | 3,179 | $630K |
| Strategic Wealth Investment Group, LLC | 0.07% | New | 3,195 | $629K |
| Plante Moran Financial Advisors, LLC | 0.05% | No change | 3,174 | $629K |
| Mason & Associates Inc | 0.16% | Reduce -93.1% | 3,160 | $626K |
| Vista Investment Management | 0.24% | Reduce -0.1% | 3,158 | $625K |
| Financial Alternatives, Inc | 0.44% | Reduce -0.3% | 3,146 | $623K |
| Heritage Financial Services, LLC | 0.08% | No change | 3,146 | $623K |
| Ballast, Inc. | 0.18% | Add +1.2% | 3,129 | $620K |
| Sterling Financial Planning, Inc. | 0.23% | Reduce -3.6% | 3,127 | $619K |
| Saiph Capital, LLC | 0.29% | No change | 3,121 | $618K |
| Sheaff Brock Investment Advisors, LLC | 0.05% | Add +0.0% | 3,105 | $615K |
| Thompson Siegel & Walmsley LLC | 0.01% | New | 3,106 | $615K |
| Lester Murray Antman dba SimplyRich | 0.17% | No change | 3,102 | $614K |
| Cyndeo Wealth Partners, LLC | 0.04% | Add +123.9% | 3,094 | $613K |
| Schwallier Wealth Management LLC | 0.44% | Reduce -1.3% | 3,085 | $611K |
| Samalin Investment Counsel, LLC | 0.27% | Add +10.5% | 3,073 | $609K |
| S.A. Mason LLC | 0.32% | Reduce -1.6% | 3,068 | $608K |
| Convergence Financial, LLC | 0.13% | Reduce -17.1% | 3,064 | $607K |
| N.E.W. Advisory Services LLC | 0.06% | Reduce -11.4% | 3,063 | $607K |
| Ellsworth Advisors, LLC | 0.16% | Add +0.1% | 3,056 | $605K |
| Hoey Investments, Inc. | 0.12% | No change | 3,314 | $605K |
| Hunter Associates Investment Management LLC | 0.09% | Reduce -18.3% | 3,045 | $604K |
| Prestige Wealth Management Group LLC | 0.13% | Add +2.5% | 3,035 | $604K |
| JBR Co Financial Management Inc | 0.39% | No change | 3,038 | $602K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -0.5% | 3,035 | $601K |
| Savvy Advisors, Inc. | 0.12% | Add +6.7% | 3,024 | $599K |
| Icon Wealth Advisors, LLC | 0.05% | No change | 3,022 | $599K |
| Worth Financial Advisory Group, LLC | 0.35% | Reduce -4.5% | 3,016 | $597K |
| Diversify Advisory Services, LLC | 0.03% | Add +13.4% | 2,990 | $597K |
| Heritage Family Offices, LLP | 0.31% | No change | 3,008 | $596K |
| Merriman Wealth Management, LLC | 0.02% | Reduce -2.4% | 2,991 | $595K |
| Symmetry Partners, LLC | 0.14% | New | 3,000 | $594K |
| Hanson & Doremus Investment Management | 0.09% | Reduce -2.4% | 2,998 | $594K |
| Baxter Bros Inc. | 0.08% | Add +3.1% | 2,995 | $593K |
| Lakeridge Wealth Management LLC | 0.32% | Reduce -13.1% | 2,978 | $590K |
| Rollins Financial Advisors, LLC | 0.10% | Add +0.8% | 2,975 | $589K |
| JB Capital LLC | 0.03% | Reduce -1.0% | 2,971 | $588K |
| BCU Wealth Advisors, LLC | 0.35% | Add +0.3% | 2,968 | $588K |
| Scott Capital Advisors, LLC | 0.17% | No change | 2,966 | $588K |
| Ransom Advisory, Ltd | 0.27% | No change | 2,965 | $587K |
| Vermillion & White Wealth Management Group, LLC | 0.43% | No change | 2,964 | $587K |
| KPP Advisory Services LLC | 0.14% | Add +25.0% | 2,962 | $587K |
| Belvedere Trading LLC | 0.04% | Add +89.5% | 2,956 | $585K |
| Macroview Investment Management LLC | 0.57% | Reduce -0.0% | 2,950 | $584K |
| TCV Trust & Wealth Management, Inc. | 0.05% | Add +6.5% | 2,944 | $583K |
| Jackson Hole Capital Partners, LLC | 0.12% | Add +0.0% | 2,941 | $582K |
| Alera Investment Advisors, LLC | 0.07% | Add +7.0% | 2,940 | $582K |
| CoreCap Advisors, LLC | 0.03% | New | 2,934 | $581K |
| CWA Asset Management Group, LLC | 0.03% | — | 2,933 | $581K |
| Destination Wealth Management | 0.02% | Add +0.1% | 2,918 | $578K |
| O'Brien Greene & Co. Inc | 0.18% | Add +0.5% | 2,889 | $572K |
| 1776 Wealth LLC | 0.26% | No change | 2,860 | $566K |
| Phillips Wealth Planners LLC | 0.54% | Reduce -1.3% | 2,811 | $565K |
| Stone Summit Wealth LLC | 0.18% | Add +3.7% | 2,834 | $561K |
| Wiser Wealth Management, Inc | 0.16% | Add +64.6% | 2,832 | $561K |
| Brandywine Oak Private Wealth LLC | 0.05% | Reduce -5.2% | 2,828 | $560K |
| Pacific Financial Group Inc. | 0.41% | Reduce -8.9% | 2,828 | $560K |
| Boston Mountain Money Management Inc. | 0.32% | No change | 2,815 | $558K |
| Central Valley Advisors, LLC | 0.31% | No change | 2,802 | $555K |
| Libra Wealth LLC | 0.22% | No change | 2,799 | $554K |
| Squarepoint Ops LLC | 0.00% | New | 2,795 | $554K |
| Alliance Wealth Management Group | 0.15% | No change | 2,791 | $553K |
| Towercrest Capital Management | 0.09% | Reduce -0.5% | 2,791 | $553K |
| PBMares Wealth Management LLC | 0.12% | Add +18.3% | 2,782 | $551K |
| Autumn Glory Partners, LLC | 0.21% | Reduce -3.9% | 2,774 | $549K |
| RPS Advisory Solutions LLC | 0.39% | Add +2.1% | 2,771 | $549K |
| Arthur M. Cohen & Associates, LLC | 0.10% | No change | 2,784 | $548K |
| Mayport, LLC | 0.18% | Add +72.8% | 2,761 | $547K |
| Assetmark, Inc. | 0.00% | Add +1.6% | 2,760 | $547K |
| Culbertson A N & Co. Inc. | 0.09% | No change | 2,757 | $546K |
| Tanager Wealth Management LLP | 0.07% | Reduce -13.4% | 2,729 | $543K |
| LJI Wealth Management, LLC | 0.11% | Add +0.1% | 2,736 | $542K |
| Hamilton Point Investment Advisors, LLC | 0.10% | Add +9.5% | 2,712 | $539K |
| McLean Asset Management Corp | 0.16% | Add +0.1% | 2,734 | $539K |
| Sugarloaf Wealth Management, LLC | 0.09% | Add +0.3% | 2,720 | $539K |
| ARS Wealth Advisors Group, LLC | 0.07% | Add +3.3% | 2,719 | $538K |
| Beacon Financial Planning, Inc. | 0.33% | Add +0.3% | 2,708 | $536K |
| Cherry Tree Wealth Management, LLC | 0.13% | Add +6.3% | 2,698 | $534K |
| Burke & Herbert Bank & Trust Co. | 0.12% | Add +0.1% | 2,692 | $533K |
| Facet Wealth, Inc. | 0.02% | Reduce -11.3% | 2,730 | $532K |
| Red Tortoise LLC | 0.27% | Add +0.3% | 2,688 | $532K |
| Constant Guidance Financial LLC | 0.45% | Add +25.6% | 2,682 | $531K |
| Condor Capital Management | 0.05% | Reduce -30.9% | 2,674 | $530K |
| Mendota Financial Group, LLC | 0.25% | No change | 2,673 | $529K |
| Optas, LLC | 0.12% | No change | 2,662 | $527K |
| Curated Wealth Partners LLC | 0.07% | Reduce -11.1% | 2,650 | $525K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.36% | Reduce -34.4% | 2,650 | $525K |
| Quadrant Capital Group LLC | 0.04% | Reduce -3.7% | 2,644 | $524K |
| Total Wealth Planning, LLC | 0.08% | No change | 2,639 | $523K |
| Quadcap Wealth Management, LLC | 0.08% | Add +5.0% | 2,628 | $521K |
| TrinityPoint Wealth, LLC | 0.07% | Add +1.4% | 2,620 | $519K |
| Mengis Capital Management, Inc. | 0.10% | Add +0.0% | 2,608 | $517K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Add +2.2% | 2,605 | $516K |
| LMG Wealth Partners, LLC | 0.12% | No change | 2,601 | $515K |
| Dana Investment Advisors, Inc. | 0.02% | Add +0.1% | 2,595 | $514K |
| ABLE Financial Group, LLC | 0.16% | Add +18.0% | 2,592 | $513K |
| Covenant Asset Management, LLC | 0.11% | Reduce -22.2% | 2,592 | $513K |
| Breakwater Capital Group | 0.10% | Add +0.9% | 2,590 | $513K |
| Trueblood Wealth Management, LLC | 0.26% | Add +3.4% | 2,587 | $512K |
| Realta Investment Advisors | 0.24% | Reduce -19.0% | 2,539 | $511K |
| Grey Fox Wealth Advisors, LLC | 0.14% | Reduce -1.0% | 2,567 | $511K |
| Castle Rock Wealth Management, LLC | 0.12% | Add +0.3% | 2,597 | $511K |
| MBE Wealth Management, LLC | 0.28% | Reduce -0.3% | 2,575 | $510K |
| James J. Burns & Company, LLC | 0.09% | Add +0.2% | 2,572 | $509K |
| First Personal Financial Services | 0.11% | Reduce -1.9% | 2,568 | $509K |
| Root Financial Partners, LLC | 0.08% | Add +106.4% | 2,566 | $508K |
| Priebe Wealth Holdings LLC | 0.37% | Reduce -0.6% | 2,565 | $508K |
| Calton & Associates, Inc. | 0.19% | New | 2,564 | $508K |
| McKinley Carter Wealth Services, Inc. | 0.03% | No change | 2,556 | $506K |
| Octavia Wealth Advisors, LLC | 0.06% | Reduce -0.9% | 2,538 | $505K |
| Triangle Securities Wealth Management | 0.13% | Reduce -56.6% | 2,546 | $504K |
| Schneider Downs Wealth Management Advisors, LP | 0.10% | No change | 2,536 | $502K |
| BLB&B Advisors, LLC | 0.03% | Reduce -12.1% | 2,532 | $502K |
| Physician Wealth Advisors, Inc. | 0.09% | Add +1.4% | 2,505 | $501K |
| Verus Capital Partners, LLC | 0.05% | Add +0.1% | 2,530 | $501K |
| Lowe Wealth Advisors, LLC | 0.22% | No change | 2,525 | $500K |
| Websterrogers Financial Advisors, LLC | 0.17% | Add +9.8% | 2,522 | $500K |
| Householder Group Estate & Retirement Specialist, LLC | 0.15% | Reduce -0.2% | 2,521 | $499K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +1.9% | 2,500 | $497K |
| Myecfo, LLC | 0.27% | Reduce -0.8% | 2,509 | $497K |
| Russell Investments Group, Ltd. | 0.00% | Add +25.3% | 2,507 | $496K |
| FNY Investment Advisers, LLC | 0.24% | New | 2,500 | $495K |
| Westfuller Advisors, LLC | 0.36% | — | 2,487 | $495K |
| Cutter & CO Brokerage, Inc. | 0.11% | Reduce -8.9% | 2,489 | $493K |
| Alpha Omega Wealth Management LLC | 0.09% | Add +0.1% | 2,486 | $492K |
| Alan B Lancz & Associates, Inc. | 0.45% | No change | 2,486 | $492K |
| Oak Asset Management, LLC | 0.17% | Add +0.0% | 2,472 | $490K |
| Aaron Wealth Advisors LLC | 0.06% | Add +0.5% | 2,470 | $489K |
| River Street Advisors LLC | 0.27% | Reduce -1.7% | 2,470 | $489K |
| Vertex Planning Partners, LLC | 0.12% | No change | 2,469 | $489K |
| Apexium Financial, LP | 0.03% | Add +0.1% | 2,448 | $486K |
| Cannon Financial Strategists, Inc. | 0.09% | Reduce -24.5% | 2,455 | $486K |
| Community Financial Services Group, LLC | 0.10% | Reduce -7.4% | 2,454 | $486K |
| Diversified Portfolios, Inc. | 0.05% | Reduce -9.9% | 2,445 | $484K |
| Legacy Edge Advisors, LLC | 0.08% | Reduce -8.0% | 2,442 | $484K |
| Denver Wealth Management, Inc. | 0.22% | Add +0.3% | 2,440 | $483K |
| Welch Group, LLC | 0.02% | Reduce -4.5% | 2,430 | $481K |
| Am Investment Strategies LLC | 0.12% | No change | 3,943 | $481K |
| Planned Solutions, Inc. | 0.20% | No change | 2,423 | $480K |
| First Western Trust Bank | 0.02% | No change | 2,419 | $479K |
| Mitchell McLeod Pugh & Williams Inc. | 0.10% | No change | 2,419 | $479K |
| Clarus Group, Inc. | 0.20% | Reduce -1.9% | 2,418 | $479K |
| Guidance Point Advisors, LLC | 0.14% | Reduce -0.2% | 2,400 | $475K |
| Heck Capital Advisors, LLC | 0.05% | No change | 2,390 | $473K |
| Perkins Coie Trust Co | 0.10% | Add +15.2% | 2,379 | $471K |
| Etfidea, LLC | 0.15% | Reduce -1.7% | 2,376 | $471K |
| Focused Wealth Management, Inc | 0.06% | Add +0.4% | 2,370 | $469K |
| Penobscot Investment Management Company, Inc. | 0.04% | Add +20.9% | 2,370 | $469K |
| RIA Advisory Group LLC | 0.17% | — | 2,368 | $469K |
| SignalPoint Asset Management, LLC | 0.11% | Reduce -4.0% | 2,377 | $469K |
| Three Bridge Wealth Advisors, LLC | 0.17% | Add +0.5% | 2,351 | $468K |
| Creekmur Asset Management LLC | 0.11% | Add +0.0% | 2,348 | $465K |
| Long Island Wealth Management, Inc. | 0.31% | Add +0.6% | 2,346 | $465K |
| Strait & Sound Wealth Management LLC | 0.23% | Reduce -0.6% | 2,340 | $463K |
| Tyler-Stone Wealth Management | 0.09% | Add +100.0% | 2,338 | $463K |
| American Capital Advisory, LLC | 0.27% | No change | 2,336 | $463K |
| Rise Advisors, LLC | 0.22% | Add +0.5% | 2,334 | $462K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -0.4% | 2,325 | $460K |
| Dunhill Financial, LLC | 0.24% | Add +0.0% | 2,325 | $460K |
| Key Financial Inc | 0.10% | Add +6.4% | 2,323 | $460K |
| Cahaba Wealth Management, Inc. | 0.04% | Reduce -26.3% | 2,310 | $457K |
| Sightline Wealth Advisors, LLC | 0.25% | Add +0.5% | 2,291 | $454K |
| Bedel Financial Consulting, Inc. | 0.06% | Reduce -1.8% | 2,282 | $452K |
| ForthRight Wealth Management, LLC | 0.15% | Add +78.3% | 2,277 | $451K |
| Commonwealth Retirement Investments LLC | 0.19% | Reduce -6.0% | 2,269 | $449K |
| Chaney Capital Management, Inc. | 0.25% | Reduce -2.6% | 2,265 | $449K |
| Higgins & Schmidt Wealth Strategies LLC | 0.29% | Reduce -0.4% | 2,263 | $448K |
| Access Financial Services, Inc. | 0.21% | No change | 2,262 | $448K |
| NorthCoast Asset Management LLC | 0.00% | Add +2.1% | 24,644 | $446K |
| Bridge Advisory, LLC | 0.21% | Add +0.5% | 2,247 | $445K |
| Vima LLC | 0.91% | Add +0.4% | 2,247 | $445K |
| Cairn Investment Group, Inc. | 0.24% | No change | 2,238 | $443K |
| Avion Wealth | 0.12% | Add +2094.1% | 2,238 | $443K |
| Fingerlakes Wealth Management, Inc. | 0.37% | Add +0.5% | 2,231 | $442K |
| Blankinship & Foster, LLC | 0.11% | Add +9.8% | 2,231 | $442K |
| Beacon Financial Strategies CORP | 0.30% | Reduce -1.5% | 2,225 | $441K |
| Trinity Financial Advisors LLC | 0.20% | Reduce -7.1% | 2,129 | $440K |
| Holderness Investments Co. | 0.10% | Add +0.5% | 2,221 | $440K |
| Pacific Center for Financial Services | 0.12% | Add +0.4% | 2,220 | $440K |
| Heritage Wealth Management, Inc. | 0.14% | Reduce -10.0% | 2,216 | $439K |
| Davies Financial Advisors, Inc. | 0.38% | Add +2.8% | 2,200 | $436K |
| Elyxium Wealth, LLC | 0.24% | — | 2,200 | $436K |
| RS Crum Inc. | 0.10% | No change | 2,198 | $435K |
| Buffington Mohr McNeal | 0.07% | Reduce -0.9% | 2,198 | $435K |
| Aviso Financial Inc. | 0.02% | Add +74.7% | 2,196 | $435K |
| Colton Groome Financial Advisors, LLC | 0.16% | Reduce -3.0% | 2,185 | $433K |
| Fulton Bank, N.A. | 0.02% | No change | 2,180 | $432K |
| Jeppson Wealth Management, LLC | 0.15% | No change | 2,177 | $431K |
| Dividend Assets Capital, LLC | 0.08% | Add +15.6% | 2,159 | $428K |
| Liberty Wealth Management LLC | 0.07% | Reduce -7.0% | 2,149 | $426K |
| Madrona Financial Services, LLC | 0.12% | Reduce -3.4% | 2,146 | $425K |
| Eagle Rock Investment Company, LLC | 0.07% | No change | 2,140 | $424K |
| Hengehold Capital Management LLC | 0.04% | Reduce -23.9% | 2,138 | $423K |
| Beckerman Institutional, LLC | 0.36% | — | 2,136 | $423K |
| West Paces Advisors Inc. | 0.10% | No change | 2,135 | $423K |
| West Coast Financial LLC | 0.05% | Add +0.9% | 2,135 | $423K |
| Silver Oak Securities, Incorporated | 0.04% | Add +67.4% | 2,138 | $422K |
| Presilium Private Wealth, LLC | 0.10% | No change | 2,125 | $421K |
| Modern Wealth Management, LLC | 0.03% | New | 2,124 | $421K |
| Davidson Trust Co. | 0.22% | Add +1.5% | 2,123 | $420K |
| Berkshire Asset Management LLC | 0.02% | No change | 2,298 | $420K |
| Vista Capital Partners, Inc. | 0.05% | Reduce -8.9% | 2,114 | $419K |
| EPG Wealth Management LLC | 0.11% | Add +0.0% | 2,106 | $417K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 2,098 | $416K |
| Southland Equity Partners LLC | 0.10% | Add +3.4% | 2,089 | $414K |
| First Bank & Trust | 0.08% | Reduce -1.1% | 2,085 | $413K |
| Edgestream Partners, L.P. | 0.02% | Reduce -34.6% | 2,083 | $413K |
| Hibernia Wealth Partners, LLC | 0.14% | No change | 2,078 | $412K |
| Rockline Wealth Management, LLC | 0.12% | Reduce -1.5% | 2,073 | $411K |
| Insigneo Advisory Services, LLC | 0.04% | New | 2,072 | $410K |
| American Investment Services, Inc. | 0.07% | Add +0.2% | 2,071 | $410K |
| Gilman Hill Asset Management, LLC | 0.07% | No change | 2,070 | $410K |
| Tanglewood Legacy Advisors, LLC | 0.18% | No change | 2,066 | $409K |
| FourThought Financial Partners, LLC | 0.05% | Reduce -0.3% | 2,063 | $409K |
| Beaumont Financial Advisors, LLC | 0.03% | No change | 2,063 | $409K |
| Operose Advisors LLC | 0.13% | Add +7.4% | 2,058 | $408K |
| Abacus Planning Group, Inc. | 0.07% | Reduce -0.5% | 2,056 | $407K |
| Fort Point Capital Partners LLC | 0.05% | No change | 2,055 | $407K |
| Shepherd Financial Partners LLC | 0.05% | Reduce -16.2% | 2,051 | $406K |
| Walker Asset Management, LLC | 0.25% | No change | 2,050 | $406K |
| Doliver Advisors, LP | 0.11% | No change | 2,050 | $406K |
| Bedell Frazier Investment Counselling, LLC | 0.10% | No change | 2,050 | $406K |
| Jamison Private Wealth Management, Inc. | 0.06% | Add +0.3% | 2,034 | $403K |
| Palumbo Wealth Management LLC | 0.16% | Add +0.1% | 2,033 | $403K |
| Cape Investment Advisory, Inc. | 0.16% | Add +18.1% | 2,032 | $403K |
| White Pine Capital LLC | 0.14% | Add +1.1% | 2,028 | $402K |
| BlueChip Wealth Advisors LLC | 0.21% | New | 2,022 | $401K |
| Gibbs Wealth Management | 0.13% | New | 2,021 | $400K |
| Sfmg, LLC | 0.03% | Reduce -5.5% | 2,014 | $399K |
| Elevated Capital Advisors, LLC | 0.11% | Add +15.0% | 2,006 | $397K |
| Finer Wealth Management, Inc. | 0.24% | No change | 2,000 | $396K |
| Certuity, LLC | 0.04% | Add +9.1% | 2,000 | $396K |
| Index Fund Advisors, Inc. | 0.02% | New | 1,998 | $396K |
| Independent Advisor Alliance | 0.01% | Reduce -50.4% | 1,983 | $393K |
| Glassy Mountain Advisors, Inc. | 0.14% | New | 1,979 | $392K |
| Continuum Wealth Advisors, LLC | 0.21% | No change | 1,978 | $392K |
| Wealth Effects LLC | 0.14% | Add +8.5% | 1,973 | $391K |
| Lane & Associates LLC | 0.21% | Reduce -0.8% | 1,972 | $391K |
| Fermata Advisors, LLC | 0.08% | Add +25.1% | 1,972 | $391K |
| Interchange Capital Partners, LLC | 0.14% | Reduce -0.7% | 1,969 | $390K |
| Old Second National Bank of Aurora | 0.09% | No change | 1,964 | $389K |
| ETF Store, Inc. | 0.40% | Reduce -13.6% | 1,963 | $389K |
| Eagle Global Advisors LLC | 0.02% | No change | 1,958 | $388K |
| Means Investment Co., Inc. | 0.04% | Add +0.3% | 1,949 | $386K |
| Montis Financial, LLC | 0.14% | Add +36.0% | 1,948 | $386K |
| Wealth Management Partners, LLC | 0.18% | Reduce -27.1% | 1,947 | $386K |
| Excalibur Management Corp. | 0.15% | Add +20.4% | 1,941 | $385K |
| Aspen Investment Management Inc | 0.18% | No change | 1,939 | $384K |
| Robinswood Financial LLC | 0.14% | Reduce -34.4% | 1,935 | $383K |
| Asset Planning Corporation | 0.25% | Add +0.1% | 1,932 | $383K |
| Sterling Investment Counsel, LLC | 0.14% | No change | 1,932 | $383K |
| First Foundation Advisors | 0.01% | Add +26.5% | 1,931 | $382K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 1,928 | $382K |
| Seelaus Asset Management LLC | 0.36% | Add +19.5% | 1,920 | $380K |
| Welch & Forbes LLC | 0.00% | Reduce -9.4% | 1,918 | $380K |
| City Holding Co. | 0.05% | Reduce -2.5% | 1,905 | $377K |
| Orleans Capital Management Corp. | 0.21% | Add +2.2% | 1,895 | $375K |
| Shulman DeMeo Asset Management LLC | 0.09% | Add +0.2% | 1,886 | $374K |
| Kathmere Capital Management, LLC | 0.04% | Reduce -5.8% | 1,885 | $373K |
| Wealthstream Advisors, Inc. | 0.07% | Add +0.4% | 1,880 | $372K |
| Blue Bell Private Wealth Management, LLC | 0.07% | Reduce -0.5% | 1,879 | $372K |
| Curtis Advisory Group, LLC | 0.11% | No change | 1,875 | $371K |
| Demars Financial Group, LLC | 0.17% | Reduce -0.4% | 1,874 | $371K |
| Roberts Financial Services LLC | 0.07% | New | 1,873 | $371K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 1,869 | $370K |
| Legacy Advisors, LLC | 0.04% | Add +0.1% | 1,860 | $370K |
| Mattern Capital Management, LLC | 0.05% | No change | 1,865 | $369K |
| Investments & Financial Planning, LLC | 0.23% | No change | 1,864 | $369K |
| RHS Financial, LLC | 0.19% | New | 1,859 | $368K |
| Syntegra Private Wealth Group, LLC | 0.04% | Reduce -0.2% | 1,858 | $368K |
| Sage Financial Group Inc. | 0.03% | Reduce -1.3% | 1,858 | $368K |
| Ariadne Wealth Management, LP | 0.20% | No change | 1,822 | $368K |
| Parkside Advisors LLC | 0.09% | No change | 1,846 | $367K |
| Everhart Financial Group, Inc. | 0.08% | New | 1,853 | $367K |
| Barnett & Company, Inc. | 0.24% | No change | 1,847 | $366K |
| First National Corp. /Ma/ | 0.08% | No change | 1,838 | $364K |
| Teamwork Financial Advisors, LLC | 0.05% | Reduce -2.6% | 1,838 | $364K |
| Disciplined Investments, LLC | 0.18% | Reduce -2.7% | 1,837 | $364K |
| Apeiron RIA LLC | 0.10% | No change | 1,836 | $364K |
| Pennsylvania Capital Management Inc. | 0.13% | Reduce -3.0% | 1,835 | $364K |
| Liberty Capital Management, Inc. | 0.08% | No change | 1,834 | $363K |
| tru Independence LLC | 0.11% | Add +26.6% | 1,831 | $363K |
| Woodard & Co. Asset Management Group Inc. | 0.08% | No change | 1,825 | $361K |
| Measured Wealth Private Client Group, LLC | 0.12% | No change | 1,824 | $361K |
| Jupiter Wealth Management LLC | 0.18% | No change | 1,821 | $361K |
| Meeder Advisory Services, Inc. | 0.02% | New | 1,820 | $361K |
| Headlands Technologies LLC | 0.04% | Add +142.3% | 1,820 | $360K |
| Truepoint, Inc. | 0.01% | Reduce -2.7% | 1,820 | $360K |
| Hills Bank & Trust Co | 0.03% | No change | 1,816 | $360K |
| Canandaigua National Bank & Trust Co. | 0.03% | Add +22.2% | 1,807 | $358K |
| Private Client Services, LLC | 0.19% | Add +0.3% | 1,805 | $357K |
| First Trust Investment Solutions L.P. | 0.04% | Reduce -25.0% | 1,800 | $357K |
| Clayton Financial Group LLC | 0.13% | Reduce -7.7% | 1,794 | $355K |
| Indie Asset Partners, LLC | 0.27% | Add +1.4% | 1,792 | $355K |
| Benchmark Investment Advisors LLC | 0.25% | Add +2.2% | 1,791 | $355K |
| Holland Advisory Services, Inc. | 0.46% | No change | 1,780 | $353K |
| Carl P. Sherr & Co., LLC | 0.19% | No change | 1,776 | $352K |
| Aurora Private Wealth, Inc. | 0.27% | Add +0.3% | 1,768 | $350K |
| Tilia Fiduciary Partners, Inc. | 0.24% | Add +24.7% | 1,765 | $350K |
| Stonebridge Capital Advisors LLC | 0.03% | Reduce -11.5% | 1,764 | $349K |
| Tortoise Investment Management, LLC | 0.04% | No change | 1,764 | $349K |
| NCM Capital Management, LLC | 0.17% | No change | 1,761 | $349K |
| Outlook Wealth Advisors, LLC | 0.10% | Add +0.1% | 1,757 | $348K |
| Archvest Wealth Advisors, Inc. | 0.22% | Reduce -14.9% | 1,751 | $347K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.16% | Add +0.2% | 1,749 | $347K |
| 1832 Asset Management L.P. | 0.00% | No change | 1,747 | $346K |
| Lyell Wealth Management, LP | 0.03% | No change | 1,743 | $345K |
| Family Asset Management, LLC | 0.21% | Reduce -5.1% | 1,738 | $344K |
| Navellier & Associates Inc. | 0.05% | Add +0.5% | 1,735 | $344K |
| Fairman Group, LLC | 0.31% | Add +0.5% | 1,727 | $344K |
| Williams & Novak, LLC | 0.32% | No change | 1,734 | $343K |
| Rinkey Investments | 0.11% | No change | 1,730 | $343K |
| Maryland Capital Advisors Inc. | 0.17% | No change | 1,727 | $342K |
| Plancorp, LLC | 0.01% | Reduce -40.0% | 1,726 | $342K |
| Paulson Wealth Management Inc. | 0.09% | Reduce -15.0% | 1,718 | $340K |
| BOK Financial Private Wealth, Inc. | 0.02% | Add +7.2% | 1,707 | $340K |
| Lynx Investment Advisory | 0.24% | Add +157.4% | 1,714 | $339K |
| Private Wealth Group, LLC | 0.17% | No change | 1,709 | $338K |
| Precedent Wealth Partners, LLC | 0.11% | Reduce -1.0% | 1,707 | $338K |
| Lindbrook Capital, LLC | 0.03% | No change | 1,705 | $338K |
| B & T Capital Management DBA Alpha Capital Management | 0.06% | Reduce -0.8% | 1,702 | $337K |
| Butensky & Cohen Financial Security, Inc. | 0.10% | Reduce -5.0% | 1,697 | $336K |
| MWA Asset Management | 0.22% | Add +0.9% | 1,696 | $336K |
| Shorepoint Capital Partners LLC | 0.08% | Reduce -5.3% | 1,695 | $336K |
| Summit Asset Management, LLC | 0.04% | Reduce -0.1% | 1,689 | $335K |
| Richardson Capital Management LLC | 0.23% | Add +3.8% | 1,688 | $334K |
| Chapin Davis, Inc. | 0.11% | Reduce -15.4% | 1,681 | $333K |
| NBT Bank, N.A. | 0.02% | No change | 1,677 | $332K |
| Mraz, Amerine & Associates, Inc. | 0.06% | Reduce -8.3% | 1,672 | $331K |
| Bouchey Financial Group, Ltd. | 0.03% | Add +6.4% | 1,664 | $330K |
| Delta Investment Management, LLC | 0.07% | Add +1.5% | 1,667 | $330K |
| Sageworth Trust Co | 0.02% | Reduce -9.2% | 1,666 | $330K |
| TruNorth Capital Management, LLC | 0.10% | Reduce -2.4% | 1,665 | $330K |
| West Branch Capital LLC | 0.11% | Add +40.3% | 1,664 | $329K |
| Clarity Financial LLC | 0.04% | Reduce -8.3% | 1,657 | $328K |
| Narus Financial Partners, LLC | 0.12% | Reduce -4.0% | 1,654 | $328K |
| AdvisorNet Financial, Inc | 0.02% | Add +0.1% | 1,647 | $326K |
| Kings Path Partners LLC | 0.14% | Add +50.9% | 1,645 | $326K |
| Legacy Financial Advisors, Inc. | 0.05% | Reduce -0.8% | 1,640 | $325K |
| Red Door Wealth Management, LLC | 0.05% | New | 1,636 | $324K |
| Values Added Financial LLC | 0.20% | New | 1,630 | $323K |
| Lineweaver Wealth Advisors, LLC | 0.06% | No change | 1,626 | $322K |
| United Advisor Group, LLC | 0.07% | New | 1,626 | $322K |
| Faithward Advisors, LLC | 0.06% | Add +11.3% | 1,624 | $322K |
| Lakeside Advisors, INC. | 0.20% | Reduce -3.0% | 1,623 | $321K |
| Lake Hills Wealth Management, LLC | 0.21% | No change | 1,622 | $321K |
| Calamos Wealth Management LLC | 0.02% | No change | 1,622 | $321K |
| My Personal CFO, LLC | 0.18% | No change | 1,620 | $321K |
| GAMMA Investing LLC | 0.03% | No change | 1,617 | $320K |
| Glassman Wealth Services | 0.05% | No change | 1,616 | $320K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.03% | New | 1,613 | $319K |
| Shum Financial Group, Inc. | 0.27% | — | 1,580 | $318K |
| Deutsche Bank AG | 0.00% | Reduce -40.9% | 1,603 | $317K |
| Intergy Private Wealth, LLC | 0.12% | No change | 1,603 | $317K |
| Dixon Fnancial Services, Inc. | 0.17% | No change | 1,600 | $317K |
| Manchester Capital Management LLC | 0.04% | Reduce -24.2% | 1,600 | $317K |
| Sensible Money, LLC | 0.14% | No change | 1,596 | $316K |
| Fragasso Financial Advisors Inc | 0.02% | Reduce -0.4% | 1,591 | $315K |
| Acropolis Investment Management, LLC | 0.02% | Add +0.1% | 1,583 | $314K |
| WoodTrust Financial Corp | 0.04% | Reduce -4.8% | 1,574 | $312K |
| Stockman Wealth Management, Inc. | 0.05% | Reduce -5.9% | 1,574 | $312K |
| Legacy Capital Wealth Partners, LLC | 0.06% | New | 1,574 | $312K |
| Astoria Portfolio Advisors LLC. | 0.11% | Reduce -0.4% | 1,561 | $312K |
| Horan Securities, Inc. | 0.12% | Reduce -6.4% | 1,573 | $312K |
| Waterfront Wealth Inc. | 0.08% | Add +22.1% | 1,575 | $311K |
| Wealth Management Associates, Inc. | 0.14% | No change | 1,567 | $310K |
| Caitlin John, LLC | 0.20% | Add +0.8% | 1,536 | $310K |
| Optivise Advisory Services LLC | 0.16% | Add +4.6% | 1,562 | $309K |
| Bernardo Wealth Planning LLC | 0.07% | Add +0.3% | 1,539 | $309K |
| Bay Harbor Wealth Management, LLC | 0.10% | No change | 1,552 | $309K |
| Francis Financial, Inc. | 0.08% | No change | 1,555 | $308K |
| High Falls Advisors, Inc | 0.07% | No change | 1,555 | $308K |
| New World Advisors LLC | 0.08% | No change | 1,552 | $307K |
| Courier Capital LLC | 0.02% | No change | 1,545 | $306K |
| Intrepid Financial Planning Group LLC | 0.13% | No change | 1,540 | $305K |
| Keebeck Wealth Management | 0.04% | No change | 1,526 | $303K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -8.2% | 1,532 | $303K |
| Watchman Group, Inc. | 0.08% | Reduce -5.3% | 1,525 | $302K |
| Asio Capital, LLC | 0.06% | New | 1,516 | $302K |
| Ipswich Investment Management Co., Inc. | 0.07% | Reduce -2.6% | 1,521 | $301K |
| Fourpath Capital Management, LLC | 0.06% | Add +0.1% | 1,519 | $301K |
| WP Advisors, LLC | 0.11% | Add +8.3% | 1,515 | $300K |
| Provident Wealth Management, LLC | 0.10% | Add +20.4% | 1,510 | $299K |
| Hamilton Capital, LLC | 0.02% | Reduce -0.7% | 1,536 | $298K |
| Goelzer Investment Management, Inc. | 0.02% | Reduce -6.5% | 1,504 | $298K |
| BBR Partners, LLC | 0.02% | No change | 1,501 | $297K |
| Omega Financial Group, LLC | 0.11% | No change | 1,500 | $297K |
| Trustmark Bank Trust Department | 0.02% | No change | 1,500 | $297K |
| GHP Investment Advisors, Inc. | 0.01% | Add +3.3% | 1,499 | $297K |
| Howard Capital Management Group, LLC | 0.02% | No change | 1,495 | $296K |
| Midland Wealth Advisors, LLC | 0.02% | New | 1,495 | $296K |
| Journey Strategic Wealth LLC | 0.01% | New | 1,494 | $296K |
| Blue Zone Wealth Advisors, LLC | 0.09% | Add +17.5% | 1,488 | $295K |
| CFO4Life Group, LLC | 0.05% | Add +0.1% | 1,477 | $293K |
| Sonoma Private Wealth LLC | 0.45% | No change | 1,470 | $291K |
| Bantamac Capital, LLC | 0.14% | No change | 1,470 | $291K |
| Hendershot Investments Inc. | 0.04% | Add +1.0% | 1,464 | $290K |
| Sensible Financial Planning & Management, LLC. | 0.06% | New | 1,461 | $289K |
| Financial Synergies Wealth Advisors, Inc. | 0.04% | Add +22.4% | 1,457 | $289K |
| Pointe Capital Management LLC | 0.17% | Reduce -9.5% | 1,456 | $288K |
| Sentinel Trust Co. Lba | 0.03% | No change | 1,455 | $288K |
| Clarity Capital Advisors, LLC | 0.21% | Add +0.1% | 1,454 | $288K |
| Texas Capital Bancshares Inc | 0.12% | No change | 1,453 | $288K |
| Retirement Income Solutions, Inc. | 0.07% | No change | 1,446 | $286K |
| Charles Schwab Trust Co | 0.02% | Reduce -5.1% | 1,446 | $286K |
| Lodestone Wealth Management LLC | 0.14% | Add +0.4% | 1,424 | $282K |
| Whitener Capital Management, Inc. | 0.08% | Add +4.4% | 1,424 | $282K |
| Granite Harbor Advisors, Inc. | 0.17% | Add +0.5% | 1,420 | $281K |
| MV Capital Management, Inc. | 0.03% | No change | 1,416 | $280K |
| Petra Financial Advisors Inc. | 0.18% | Reduce -9.2% | 1,415 | $280K |
| Team Hewins, LLC | 0.11% | Reduce -14.7% | 1,402 | $279K |
| Main Street Group, LTD | 0.12% | Add +0.2% | 1,407 | $279K |
| Checchi Capital Advisers, LLC | 0.02% | No change | 1,407 | $279K |
| Wrenne Financial Planning LLC | 0.17% | No change | 1,405 | $278K |
| Gleason Group, Inc. | 0.05% | Add +0.5% | 1,403 | $278K |
| Adero Partners, LLC | 0.02% | Add +4.5% | 1,402 | $278K |
| Oldfather Financial Services, LLC | 0.11% | No change | 1,400 | $277K |
| GGM Financial LLC | 0.24% | Add +0.3% | 1,400 | $277K |
| Alternative Investment Advisors, LLC. | 0.15% | Add +0.5% | 1,399 | $277K |
| Campbell Wealth Management | 0.02% | New | 1,400 | $277K |
| Elevation Wealth Partners, LLC | 0.12% | Add +0.5% | 1,391 | $276K |
| Parcion Private Wealth LLC | 0.02% | New | 1,391 | $276K |
| Clearwater Capital Advisors, LLC | 0.03% | Reduce -7.0% | 1,386 | $274K |
| AFS Financial Group, LLC | 23.77% | Add +0.5% | 1,384 | $274K |
| Smith & Howard Wealth Management, LLC | 0.08% | No change | 1,382 | $274K |
| WPWealth LLP | 0.06% | Add +8.5% | 1,377 | $273K |
| Old Port Advisors | 0.08% | Add +0.7% | 1,375 | $272K |
| Regent Peak Wealth Advisors LLC | 0.06% | New | 1,375 | $272K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 1,375 | $272K |
| Bruce G. Allen Investments, LLC | 0.21% | Add +0.3% | 1,372 | $272K |
| Baron Financial Group, LLC | 0.17% | No change | 1,367 | $271K |
| Orgel Wealth Management, LLC | 0.01% | Add +18.7% | 1,367 | $271K |
| Independence Bank of Kentucky | 0.06% | No change | 1,362 | $270K |
| Sage Mountain Advisors LLC | 0.02% | Reduce -68.2% | 1,349 | $267K |
| Peddock Capital Advisors, LLC | 0.06% | No change | 1,336 | $265K |
| Signature Wealth Management Partners, LLC | 0.19% | No change | 1,336 | $265K |
| Windsor Capital Management, LLC | 0.08% | Reduce -6.0% | 1,334 | $264K |
| Forte Capital LLC | 0.03% | Reduce -22.8% | 1,331 | $264K |
| Able Wealth Management LLC | 0.20% | No change | 1,326 | $263K |
| Dominguez Wealth Management Solutions, Inc. | 0.19% | Add +0.2% | 1,322 | $262K |
| Mission Creek Capital Partners, Inc. | 0.06% | New | 1,320 | $261K |
| Caerus Investment Advisors, LLC | 0.25% | No change | 1,320 | $261K |
| Dash Acquisitions Inc. | 0.06% | Reduce -5.8% | 1,322 | $261K |
| Wolff Wiese Magana LLC | 0.18% | Add +0.9% | 1,316 | $261K |
| Iowa State Bank | 0.05% | No change | 1,315 | $260K |
| Colonial River Investments, LLC | 0.13% | Reduce -1.1% | 1,311 | $260K |
| Clearview Wealth Advisors LLC | 0.20% | Reduce -8.8% | 1,309 | $259K |
| Olistico Wealth, LLC | 0.16% | Reduce -26.1% | 1,305 | $259K |
| Weitzel Financial Services, Inc. | 0.12% | Add +17.4% | 1,314 | $258K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -28.4% | 1,304 | $258K |
| Commonwealth Financial Services, LLC | 0.05% | Add +0.1% | 1,310 | $258K |
| Adirondack Trust Co. | 0.10% | Reduce -12.6% | 1,302 | $258K |
| Corus Family Wealth Advisors | 0.18% | No change | 1,301 | $258K |
| Concord Wealth Partners | 0.04% | Add +0.3% | 1,299 | $257K |
| G2 Capital Management, LLC / Oh | 0.08% | No change | 1,293 | $256K |
| Resources Management Corp. /CT/ | 0.03% | No change | 1,285 | $255K |
| Hemenway Trust Co LLC | 0.02% | Reduce -8.8% | 1,285 | $255K |
| Mirador Capital Partners LP | 0.05% | Reduce -8.0% | 1,284 | $254K |
| Empirical Asset Management, LLC | 0.09% | No change | 6,508 | $254K |
| Kowal Investment Group, LLC | 0.05% | Reduce -56.2% | 1,281 | $254K |
| First Financial Bankshares Inc | 0.01% | New | 1,280 | $254K |
| Gould Asset Management LLC | 0.05% | Reduce -15.6% | 1,275 | $253K |
| Howe & Rusling Inc. | 0.02% | No change | 1,255 | $249K |
| One Capital Management, LLC | 0.01% | Reduce -1.9% | 1,251 | $248K |
| Barnes Pettey Financial Advisors, LLC | 0.20% | Add +0.1% | 1,250 | $248K |
| Altus Wealth Management, LLC | 0.12% | No change | 1,248 | $247K |
| Ascentis Independent Advisors | 0.04% | New | 1,241 | $246K |
| AllSquare Wealth Management LLC | 0.14% | No change | 1,239 | $245K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 1,237 | $245K |
| Acorn Financial Advisory Services Inc. | 0.04% | No change | 1,236 | $245K |
| First Trust Direct Indexing L.P. | 0.01% | New | 1,236 | $245K |
| Yarger Wealth Strategies, LLC | 0.14% | New | 1,233 | $244K |
| Transform Wealth, LLC | 0.02% | Add +0.7% | 1,224 | $243K |
| Wolverine Trading, LLC | 0.01% | New | 1,232 | $243K |
| Atlanta Consulting Group Advisors, LLC | 0.06% | New | 1,227 | $243K |
| Abound Wealth Management | 0.08% | Reduce -0.3% | 1,226 | $243K |
| Zullo Investment Group, Inc. | 0.10% | No change | 1,225 | $243K |
| SMI Advisory Services, LLC | 0.05% | Reduce -7.5% | 1,229 | $242K |
| Farmers Trust Co. | 0.05% | No change | 1,224 | $242K |
| Spinnaker Trust | 0.01% | New | 1,223 | $242K |
| Veery Capital, LLC | 0.09% | No change | 1,222 | $242K |
| Accent Capital Management, LLC | 0.14% | No change | 1,220 | $242K |
| Executive Wealth Management, LLC | 0.02% | New | 1,217 | $241K |
| Cottage Street Advisors LLC | 0.13% | Add +0.2% | 1,216 | $241K |
| Compass Advisory Group LLC | 0.09% | Add +0.4% | 1,209 | $240K |
| Bar Harbor Wealth Management | 0.02% | New | 1,214 | $240K |
| First American Trust, FSB | 0.02% | Reduce -14.8% | 1,212 | $240K |
| Isthmus Partners, LLC | 0.03% | No change | 1,211 | $240K |
| STAR Financial Bank | 0.16% | Reduce -7.9% | 1,205 | $239K |
| Redwood Wealth Management Group, LLC | 0.12% | No change | 1,204 | $238K |
| Pin Oak Investment Advisors Inc. | 0.22% | No change | 1,205 | $238K |
| Spectrum Investment Advisors, Inc. | 0.16% | Reduce -13.7% | 1,201 | $238K |
| Financial Connections Group, Inc. | 0.12% | No change | 1,197 | $237K |
| Biechele Royce Advisors | 0.08% | Reduce -3.9% | 1,198 | $237K |
| First City Capital Management, Inc. | 0.12% | New | 1,195 | $237K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | Reduce -3.1% | 1,190 | $237K |
| CNB Bank | 0.11% | Add +29.4% | 1,190 | $236K |
| Selway Asset Management | 0.09% | No change | 1,190 | $236K |
| Resolute Wealth Strategies, LLC | 0.12% | Add +0.4% | 1,186 | $235K |
| Brass Tax Wealth Management, Inc. | 0.05% | New | 1,185 | $235K |
| Balentine LLC | 0.01% | New | 1,183 | $234K |
| Financial Partners Group, LLC | 0.09% | No change | 1,179 | $234K |
| True North Advisors, LLC | 0.06% | No change | 1,176 | $233K |
| Aveo Capital Partners, LLC | 0.02% | No change | 1,173 | $232K |
| Vista Investment Partners LLC | 0.07% | Add +4.0% | 1,173 | $232K |
| SK Wealth Management, LLC | 0.12% | — | 1,172 | $232K |
| Obermeyer Wealth Partners | 0.01% | No change | 1,170 | $232K |
| Vance Wealth, LLC | 0.09% | Add +2.2% | 1,169 | $232K |
| Marathon Capital Management | 0.06% | New | 1,169 | $232K |
| White Knight Strategic Wealth Advisors, LLC | 0.21% | Add +0.3% | 1,164 | $231K |
| W1M Investment Management Ltd | 0.00% | No change | 1,161 | $230K |
| Altfest L J & Co. Inc. | 0.03% | New | 1,160 | $230K |
| Next Level Private LLC | 0.09% | Add +0.3% | 1,159 | $230K |
| Alpha Financial Advisors, LLC | 0.10% | No change | 1,159 | $230K |
| Sather Financial Group Inc | 0.01% | No change | 1,156 | $229K |
| Park Edge Advisors, LLC | 0.07% | Add +0.3% | 1,155 | $229K |
| Triton Wealth Management, PLLC | 0.13% | Add +0.4% | 1,160 | $229K |
| KFA Private Wealth Group, LLC | 0.11% | Reduce -5.2% | 1,153 | $228K |
| Elevatus Welath Management | 0.07% | Add +0.1% | 1,151 | $228K |
| AF Advisors, Inc. | 0.03% | No change | 1,150 | $228K |
| BetterWealth, LLC | 0.07% | Add +1.3% | 1,148 | $227K |
| apricus wealth, LLC | 0.15% | Add +0.3% | 1,137 | $225K |
| Matrix Trust Co | 0.04% | New | 1,137 | $225K |
| Juncture Wealth Strategies, LLC | 0.09% | New | 1,134 | $225K |
| Plum Street Advisors, LLC | 0.11% | Reduce -11.6% | 1,126 | $223K |
| Annapolis Financial Services, LLC | 0.07% | No change | 1,122 | $222K |
| Sound Income Strategies, LLC | 0.01% | Reduce -41.7% | 1,116 | $221K |
| Live Oak Private Wealth LLC | 0.04% | No change | 1,115 | $221K |
| Twin Peaks Wealth Advisors, LLC | 0.10% | Add +1.4% | 1,115 | $221K |
| Accurate Wealth Management, LLC | 0.04% | Reduce -6.5% | 1,102 | $221K |
| Gries Financial LLC | 0.04% | Reduce -12.6% | 1,113 | $220K |
| Oakworth Capital, Inc. | 0.02% | No change | 1,106 | $219K |
| One Wealth Advisors, LLC | 0.03% | New | 1,101 | $219K |
| Landaas & Co. /Wi | 0.06% | No change | 1,100 | $218K |
| V2 Financial group LLC | 0.14% | No change | 1,100 | $218K |
| Strategic Family Wealth Counselors, L.L.C. | 0.08% | No change | 1,099 | $218K |
| Pacifica Partners Inc. | 0.09% | No change | 1,098 | $217K |
| Pure Portfolios Holdings LLC | 0.08% | — | 1,095 | $217K |
| Guyasuta Investment Advisors Inc. | 0.01% | Reduce -9.7% | 1,091 | $216K |
| Capital Wealth Alliance, LLC | 0.13% | Reduce -36.5% | 1,090 | $216K |
| Amarillo National Bank | 0.04% | New | 1,090 | $216K |
| Core Wealth Partners LLC | 0.13% | New | 1,083 | $214K |
| Rossmore Private Capital | 0.03% | New | 1,077 | $213K |
| Bison Wealth, LLC | 0.03% | Reduce -70.7% | 1,070 | $212K |
| True Link Financial Advisors, LLC | 0.02% | Reduce -6.9% | 1,065 | $211K |
| LVW Advisors, LLC | 0.03% | New | 1,061 | $210K |
| Hamilton Wealth, LLC | 0.05% | New | 1,060 | $210K |
| ORBA Wealth Advisors, L.L.C. | 0.11% | New | 1,059 | $210K |
| Full Sail Capital, LLC | 0.01% | New | 1,054 | $209K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 1,050 | $208K |
| Advus Financial Partners, LLC | 0.06% | Reduce -8.8% | 1,050 | $208K |
| New Republic Capital, LLC | 0.12% | New | 1,043 | $208K |
| Fagan Associates, Inc. | 0.03% | New | 1,045 | $207K |
| Princeton Global Asset Management LLC | 0.04% | Add +0.1% | 1,040 | $206K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | Add +49.9% | 1,036 | $205K |
| Nabity-Jensen Investment Management Inc | 0.16% | New | 1,036 | $205K |
| Heritage Investment Group, Inc. | 0.04% | New | 1,033 | $205K |
| Aull & Monroe Investment Management Corp | 0.09% | New | 1,030 | $204K |
| Valtinson Bruner Financial Planning LLC | 0.07% | New | 1,029 | $204K |
| Waypoint Wealth Partners Inc. | 0.05% | New | 1,028 | $204K |
| Arjuna Capital | 0.05% | New | 1,028 | $204K |
| Maltin Wealth Management, Inc. | 0.10% | New | 1,026 | $203K |
| Athena Investment Management | 0.12% | New | 1,025 | $203K |
| Obsidian Cio, LLC | 0.04% | Reduce -40.4% | 1,022 | $202K |
| Summit Global Investments | 0.01% | Reduce -22.5% | 1,019 | $202K |
| Fernwood Investment Management, LLC | 0.07% | Reduce -8.9% | 1,017 | $202K |
| Accordant Advisory Group Inc | 0.22% | No change | 1,013 | $201K |
| Firethorn Wealth Partners, LLC | 0.10% | New | 1,013 | $201K |
| Marotta Asset Management | 0.04% | New | 1,012 | $200K |
| First Financial Corp. | 0.09% | No change | 1,000 | $198K |
| Godsey & Gibb, Inc. | 0.02% | Add +14.5% | 989 | $196K |
| PSI Advisors, LLC | 0.06% | No change | 977 | $194K |
| Nemes Rush Group LLC | 0.03% | No change | 1,056 | $193K |
| Coastline Trust Co | 0.02% | New | 934 | $185K |
| Cedar Wealth Management, LLC | 0.05% | Reduce -5.0% | 889 | $176K |
| Roble, Belko & Company, Inc | 0.03% | No change | 880 | $174K |
| SJS Investment Consulting Inc. | 0.03% | Add +0.2% | 866 | $172K |
| McIlrath & Eck, LLC | 0.02% | Add +383.7% | 861 | $171K |
| Centennial Bank | 0.08% | No change | 860 | $170K |
| Bogart Wealth, LLC | 0.01% | Add +0.5% | 843 | $167K |
| Main Management LLC | 0.01% | No change | 833 | $165K |
| Pacific Capital Wealth Advisors, Inc. | 0.03% | No change | 815 | $161K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +24.2% | 764 | $151K |
| Sanctuary Wealth Management, L.L.C. | 0.11% | No change | 754 | $149K |
| Syntax Research, Inc. | 0.10% | Add +0.5% | 748 | $148K |
| Briaud Financial Planning Inc | 0.08% | No change | 745 | $147K |
| MCF Advisors LLC | 0.01% | Add +2.0% | 730 | $145K |
| Planning Capital Management Corp | 0.10% | No change | 731 | $145K |
| Stelac Advisory Services LLC | 0.06% | No change | 707 | $141K |
| Mb, Levis & Associates, LLC | 0.07% | Reduce -0.3% | 692 | $137K |
| Kiely Wealth Advisory Group, Inc. | 0.09% | No change | 678 | $137K |
| Vestor Capital, LLC | 0.01% | No change | 689 | $136K |
| Tucker Asset Management LLC | 0.03% | Reduce -22.1% | 676 | $134K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -51.7% | 655 | $130K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | No change | 605 | $120K |
| Bellevue Asset Management, LLC | 0.06% | No change | 600 | $119K |
| Park Place Capital Corp | 0.03% | No change | 600 | $119K |
| GoalVest Advisory LLC | 0.03% | No change | 598 | $118K |
| Investors Research Corp | 0.02% | Add +5.9% | 576 | $114K |
| Northwest Bank & Trust Co | 0.09% | No change | 576 | $114K |
| Toronto Dominion Bank | 0.00% | Reduce -39.8% | 571 | $113K |
| Tidemark, LLC | 0.05% | Reduce -0.2% | 569 | $113K |
| Tompkins Financial Corp. | 0.01% | No change | 568 | $112K |
| Alpine Bank Wealth Management | 0.02% | — | 557 | $110K |
| Clearstead Trust, LLC | 0.03% | No change | 549 | $109K |
| Toth Financial Advisory Corp. | 0.01% | Reduce -0.9% | 542 | $107K |
| Fairway Wealth LLC | 0.05% | No change | 540 | $107K |
| Evermay Wealth Management LLC | 0.02% | No change | 534 | $106K |
| Avondale Wealth Management | 0.07% | No change | 517 | $102K |
| Twin Lakes Capital Management, LLC | 0.07% | Add +0.2% | 512 | $101K |
| ORG Partners LLC | 0.02% | Add +3280.0% | 507 | $100K |
| Avalon Trust Co | 0.01% | Reduce -28.6% | 500 | $99K |
| Brown, Lisle/Cummings, Inc. | 0.03% | No change | 495 | $98K |
| Criterion Capital Advisors, LLC | 0.06% | No change | 500 | $91K |
| WFA Asset Management Corp | 0.05% | Add +0.4% | 457 | $90K |
| Hexagon Capital Partners LLC | 0.02% | Reduce -53.1% | 450 | $89K |
| REAP Financial Group, LLC | 0.02% | No change | 446 | $88K |
| Allianz SE | 0.00% | No change | 441 | $87K |
| Davis Capital Management | 0.07% | Reduce -60.7% | 438 | $87K |
| Center for Financial Planning, Inc. | 0.01% | Reduce -41.7% | 433 | $86K |
| Colonial Trust Advisors | 0.01% | No change | 426 | $84K |
| Stuart Chaussee & Associates, Inc. | 0.02% | No change | 410 | $81K |
| Cassady Schiller Wealth Management, LLC | 0.03% | Add +67.0% | 399 | $79K |
| M&R Capital Management Inc. | 0.02% | Add +0.3% | 393 | $78K |
| Fortitude Family Office, LLC | 0.03% | No change | 392 | $78K |
| Winch Advisory Services, LLC | 0.02% | Add +0.6% | 358 | $71K |
| Founders Capital Management | 0.04% | No change | 350 | $69K |
| Castleview Partners, LLC | 0.04% | Add +0.6% | 344 | $68K |
| FSA Wealth Management LLC | 0.03% | — | 338 | $67K |
| Clean Yield Group | 0.02% | Reduce -30.9% | 336 | $67K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 336 | $67K |
| MidAtlantic Capital Management, Inc. | 0.05% | No change | 335 | $66K |
| Cordant, Inc. | 0.03% | New | 321 | $64K |
| Eukles Asset Management | 0.03% | No change | 314 | $62K |
| SOA Wealth Advisors, LLC. | 0.01% | Reduce -25.1% | 313 | $62K |
| JDM Financial Group LLC | 0.03% | No change | 293 | $58K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 288 | $57K |
| Cornerstone National Bank & Trust Co | 0.03% | New | 280 | $55K |
| Hobbs Group Advisors, LLC | 0.02% | Add +169.6% | 275 | $55K |
| Oarsman Capital, Inc. | 0.01% | New | 270 | $53K |
| Valued Wealth Advisors LLC | 0.03% | Add +133.0% | 268 | $53K |
| Denver PWM, LLC | 0.02% | No change | 266 | $53K |
| American National Bank & Trust | 0.01% | No change | 264 | $52K |
| Atlantic Private Wealth, LLC | 0.04% | Reduce -11.4% | 263 | $52K |
| Core Alternative Capital | 0.01% | No change | 261 | $52K |
| Morton Brown Family Wealth, LLC | 0.02% | Add +661.8% | 259 | $51K |
| Legacies Wealth LLC | 0.04% | No change | 250 | $50K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 245 | $49K |
| Silicon Valley Capital Partners | 0.01% | Reduce -14.3% | 245 | $48K |
| Hara Capital LLC | 0.03% | New | 244 | $48K |
| Dogwood Wealth Management LLC | 0.03% | No change | 243 | $48K |
| Horizons Wealth Management | 0.03% | No change | 222 | $44K |
| Sittner & Nelson, LLC | 0.02% | Reduce -14.4% | 214 | $42K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 209 | $41K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 208 | $41K |
| Global Trust Asset Management, LLC | 0.01% | No change | 201 | $40K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 198 | $39K |
| New England Capital Financial Advisors LLC | 0.02% | No change | 192 | $38K |
| Flaharty Asset Management, LLC | 0.01% | New | 190 | $38K |
| HighMark Wealth Management LLC | 0.02% | Reduce -1.1% | 182 | $36K |
| Thompson Investment Management, Inc. | 0.01% | No change | 175 | $35K |
| FPC Investment Advisory, Inc. | 0.03% | No change | 172 | $34K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -0.6% | 162 | $32K |
| Anfield Capital Management, LLC | 0.01% | No change | 160 | $32K |
| Halpern Financial, Inc. | 0.01% | No change | 160 | $32K |
| Raleigh Capital Management Inc. | 0.01% | No change | 158 | $31K |
| Bangor Savings Bank | 0.00% | Reduce -13.3% | 156 | $31K |
| Private Wealth Management Group, LLC | 0.01% | Reduce -28.0% | 154 | $31K |
| WealthCollab, LLC | 0.02% | No change | 148 | $29K |
| Piscataqua Savings Bank | 0.02% | No change | 148 | $29K |
| Peterson Financial Group, Inc. | 0.11% | New | 145 | $29K |
| Peterson Wealth Services | 0.01% | New | 144 | $29K |
| Eagle Bay Advisors LLC | 0.01% | No change | 140 | $28K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 140 | $28K |
| Y.D. More Investments Ltd | 0.00% | No change | 136 | $27K |
| Highline Wealth Partners LLC | 0.01% | Reduce -62.3% | 118 | $23K |
| Atwood & Palmer Inc. | 0.00% | No change | 113 | $22K |
| Milestone Investment Advisors LLC | 0.01% | No change | 112 | $22K |
| Voisard Asset Management Group, Inc. | 0.01% | New | 110 | $22K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 108 | $21K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | Add +1.0% | 105 | $21K |
| United Community Bank | 0.01% | No change | 103 | $20K |
| Country Trust Bank | 0.00% | No change | 102 | $20K |
| True Wealth Design, LLC | 0.01% | Reduce -18.0% | 100 | $20K |
| Steph & Co. | 0.01% | No change | 100 | $20K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 100 | $20K |
| Mfa Wealth Advisors, LLC | 0.00% | New | 90 | $18K |
| Activest Wealth Management | 0.01% | Add +535.7% | 89 | $18K |
| Chelsea Counsel Co. | 0.01% | No change | 88 | $18K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 82 | $16K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 81 | $16K |
| First United Bank & Trust | 0.01% | Reduce -2.4% | 80 | $16K |
| Parkside Financial Bank & Trust | 0.00% | Add +122.2% | 80 | $16K |
| Horizon Financial Services, LLC | 0.01% | Reduce -14.3% | 78 | $15K |
| Bank of New Hampshire | 0.00% | No change | 63 | $12K |
| Guardian Wealth Management, Inc. | 0.01% | No change | 60 | $12K |
| Rakuten Securities, Inc. | 0.00% | Add +133.3% | 56 | $11K |
| Centerpoint Advisors, LLC | 0.00% | No change | 50 | $10K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 46 | $9K |
| VitalStone Financial, LLC | 0.01% | No change | 46 | $9K |
| Security National Bank | 0.00% | No change | 44 | $9K |
| Legacy Investment Solutions, LLC | 0.01% | — | 41 | $8K |
| Legacy Wealth Managment, LLC | 0.01% | — | 41 | $8K |
| Clarity Asset Management, Inc. | 0.01% | No change | 41 | $8K |
| Delta Asset Management LLC | 0.00% | Reduce -20.4% | 39 | $8K |
| Abich Financial Wealth Management LLC | 0.02% | No change | 37 | $7K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | New | 36 | $7K |
| AlphaMark Advisors, LLC | 0.00% | Reduce -30.0% | 35 | $7K |
| Costello Asset Management, INC | 0.00% | No change | 34 | $7K |
| Kozak & Associates, Inc. | 0.00% | No change | 31 | $6K |
| First Pacific Financial | 0.00% | Add +25.0% | 30 | $6K |
| Bank & Trust Co | 0.00% | No change | 30 | $6K |
| Birchbrook, Inc. | 0.00% | No change | 30 | $6K |
| TFC Financial Management, Inc. | 0.00% | No change | 30 | $6K |
| Painted Porch Advisors LLC | 0.00% | New | 15 | $3K |
| LGT Financial Advisors LLC | 0.00% | No change | 10 | $2K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | New | 9 | $2K |
| Glass Jacobson Investment Advisors llc | 0.00% | Reduce -99.2% | 7 | $1K |
| Bear Mountain Capital, Inc. | 0.00% | Reduce -50.0% | 7 | $1K |
| Evolution Advisers, Inc. | 0.00% | No change | 10 | $1K |
| Gould Capital, LLC | 0.00% | No change | 5 | $990 |
| Strengthening Families & Communities, LLC | 0.00% | No change | 4 | $796 |
| PayPay Securities Corp | 0.05% | Reduce -70.0% | 3 | $594 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -98.5% | 2 | $396 |
"% of holder's portfolio" is VIG's weight in each manager's 13F, not the share of Vanguard Dividend Apprec ETF the manager owns.