Vanguard Dividend Apprec ETFVIGETF
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 2,300 institutions reported holding Vanguard Dividend Apprec ETF (VIG) in their 13F filings, up 8 from Q1 2025. 98 opened new positions and 78 sold out. The largest holders were Bank of America Corp. ($4.4B), Morgan Stanley ($2.6B) and Wells Fargo & Company ($2.2B). 5 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vanguard Dividend Apprec ETF
- CUSIP
- 921908844
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 98 | $119.1M |
| Exits | 78 | $231.7M |
All 13F filers, Q1 2025 → Q2 2025: 7,517,928 shares bought and 4,337,191 shares sold, net +3,180,737 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,300 holders
| Bank of America Corp. | 0.35% | Reduce -2.5% | 21,321,144 | $4.4B |
| Morgan Stanley | 0.17% | Add +1.1% | 12,674,587 | $2.6B |
| Wells Fargo & Company | 0.48% | Add +0.5% | 10,672,568 | $2.2B |
| Vanguard Group Inc. | 0.03% | Add +3.2% | 10,483,137 | $2.1B |
| Wealthfront Advisers LLC | 4.79% | Add +19.6% | 9,089,642 | $1.9B |
| UBS Group AG | 0.28% | Reduce -0.7% | 6,554,712 | $1.3B |
| LPL Financial LLC | 0.45% | Add +3.6% | 6,509,697 | $1.3B |
| Raymond James Financial Inc. | 0.38% | Add +0.7% | 5,364,287 | $1.1B |
| HB Wealth Management, LLC | 8.54% | Reduce -2.5% | 5,215,607 | $1.1B |
| Prudential Financial Inc. | 1.08% | Add +2.1% | 4,068,122 | $832.6M |
| Royal Bank of Canada | 0.15% | Add +3.6% | 3,875,480 | $793.2M |
| JPMorgan Chase & Co. | 0.04% | Reduce -0.7% | 3,158,917 | $646.5M |
| Commonwealth Equity Services, LLC | 0.81% | Reduce -1.0% | 2,992,420 | $612.5M |
| Ameriprise Financial Inc. | 0.13% | Add +1.0% | 2,521,844 | $515.6M |
| Envestnet Asset Management Inc. | 0.14% | Add +2.5% | 2,367,587 | $484.6M |
| HighTower Advisors, LLC | 0.58% | Add +3.5% | 2,273,719 | $465.4M |
| Signaturefd, LLC | 7.09% | Add +3.5% | 2,031,392 | $415.8M |
| Osaic Holdings, Inc. | 0.58% | Add +10.4% | 1,597,309 | $327.0M |
| Modera Wealth Management, LLC | 3.92% | Add +4.7% | 1,547,972 | $316.8M |
| Northwestern Mutual Wealth Management Co. | 0.23% | Add +5.1% | 1,521,216 | $311.3M |
| Wealth Enhancement Advisory Services, LLC | 0.51% | Add +4.6% | 1,478,914 | $307.3M |
| Mariner, LLC | 0.42% | Reduce -1.4% | 1,407,483 | $288.1M |
| Jones Financial Companies LLLP | 0.22% | Add +27.3% | 1,395,581 | $284.6M |
| Joel Isaacson & Co., LLC | 10.60% | Add +2.5% | 1,273,264 | $260.6M |
| Howard Capital Management, LLC | 3.79% | Add +1.9% | 1,231,457 | $253.1M |
| Captrust Financial Advisors | 0.56% | Add +4.2% | 1,217,884 | $249.3M |
| Trust Point Inc. | 22.88% | Add +0.5% | 1,185,403 | $242.6M |
| Bank of New York Mellon Corp | 0.04% | Reduce -1.9% | 1,116,169 | $228.4M |
| Creative Planning | 0.19% | Reduce -1.4% | 1,092,441 | $223.6M |
| Stifel Financial Corp. | 0.21% | Add +0.5% | 1,062,540 | $217.5M |
| Manufacturers Life Insurance Company, The | 0.19% | Add +2.7% | 1,002,520 | $205.2M |
| Cetera Investment Advisers | 0.35% | Add +14.9% | 999,945 | $204.7M |
| Aspiriant, LLC | 6.27% | Add +1.0% | 964,064 | $197.3M |
| MAI Capital Management | 1.34% | Add +1.3% | 943,374 | $193.1M |
| Waverly Advisors, LLC | 2.06% | Add +3.0% | 917,465 | $187.8M |
| Cambridge Investment Research Advisors, Inc. | 0.57% | Add +1.2% | 911,551 | $186.6M |
| Brown Advisory Inc. | 0.24% | Add +12.9% | 894,156 | $183.0M |
| Truist Financial Corp. | 0.26% | Reduce -4.0% | 863,502 | $176.7M |
| Corient Private Wealth LP | 0.23% | Reduce -3.2% | 835,400 | $171.0M |
| Bank of Montreal | 0.09% | Reduce -0.5% | 818,957 | $167.6M |
| Rockefeller Capital Management L.P. | 0.34% | Reduce -0.1% | 735,554 | $152.8M |
| Nicholas Hoffman & Company, LLC. | 3.93% | Reduce -0.0% | 742,528 | $152.0M |
| Goldman Sachs Group Inc. | 0.02% | Add +0.9% | 730,246 | $149.5M |
| Confluence Wealth Services, Inc. | 7.72% | Add +4.7% | 691,674 | $141.6M |
| Focus Partners Wealth | 0.29% | Add +10.5% | 657,243 | $134.5M |
| Cerity Partners LLC | 0.24% | Add +3.2% | 651,453 | $133.3M |
| Baird Financial Group, Inc. | 0.23% | Add +6.7% | 650,338 | $133.1M |
| Northeast Financial Consultants Inc | 5.40% | Add +1.0% | 645,156 | $132.0M |
| DAVENPORT & Co LLC | 0.73% | Add +4.2% | 643,341 | $131.7M |
| Cresset Asset Management, LLC | 0.66% | Reduce -5.0% | 639,749 | $131.5M |
| Robertson Stephens Wealth Management, LLC | 4.54% | Reduce -4.1% | 637,496 | $131.0M |
| Blair William & Co. | 0.36% | Reduce -1.0% | 635,523 | $130.1M |
| Private Advisor Group, LLC | 0.68% | Add +2.2% | 616,892 | $126.3M |
| Glenmede Investment Management, LP | 0.62% | — | 600,261 | $122.9M |
| MML Investors Services, LLC | 0.34% | Add +3.3% | 583,059 | $119.3M |
| Janney Montgomery Scott LLC | 0.29% | Add +0.9% | 547,347 | $112.0M |
| Fifth Third Bancorp | 0.37% | Reduce -2.1% | 523,458 | $107.1M |
| Sanctuary Advisors, LLC | 0.63% | Add +1.1% | 500,596 | $102.5M |
| Mercer Global Advisors Inc. | 0.22% | Add +5.4% | 470,633 | $96.3M |
| TD Private Client Wealth LLC | 2.32% | Add +1.3% | 461,990 | $94.6M |
| &partners | 0.73% | Add +13.3% | 461,610 | $94.5M |
| Stokes Family Office, LLC | 9.62% | Reduce -9.0% | 448,160 | $91.7M |
| Franklin Resources Inc. | 0.02% | Reduce -2.1% | 442,169 | $90.5M |
| Steward Partners Investment Advisory, LLC | 0.68% | Add +5.2% | 426,536 | $87.3M |
| Haverford Trust Co | 0.83% | Add +3.6% | 425,568 | $87.1M |
| FMR LLC | 0.00% | Add +5.2% | 403,546 | $82.6M |
| Park Avenue Securities LLC | 0.68% | New | 359,315 | $73.5M |
| Systematic Alpha Investments, LLC | 2.57% | No change | 353,000 | $72.2M |
| Kestra Advisory Services, LLC | 0.35% | Reduce -11.2% | 351,636 | $72.0M |
| PNC Financial Services Group, Inc. | 0.05% | Add +13.1% | 348,330 | $71.3M |
| Hubbell Strickland Wealth Management, LLC | 31.41% | Reduce -0.7% | 347,959 | $71.2M |
| CW Advisors, LLC | 0.69% | Add +3.1% | 346,053 | $70.8M |
| Ieq Capital, LLC | 0.43% | Reduce -1.2% | 342,646 | $70.1M |
| Enclave Advisors LLC | 10.95% | Reduce -10.4% | 331,192 | $67.8M |
| 360 Financial, Inc. | 21.39% | Add +3.5% | 331,166 | $67.8M |
| NewEdge Advisors, LLC | 0.34% | Add +2.9% | 326,402 | $66.8M |
| Paragon Capital Management Ltd | 12.19% | Reduce -2.3% | 324,693 | $66.5M |
| Performance Wealth Partners, LLC | 2.12% | Add +0.9% | 324,150 | $66.3M |
| Brookstone Capital Management | 0.82% | Reduce -1.1% | 305,764 | $62.6M |
| Baltimore-Washington Financial Advisors, Inc. | 2.85% | Add +2.2% | 299,135 | $61.2M |
| Berkshire Money Management, Inc. | 6.12% | Add +0.2% | 284,097 | $58.1M |
| Advisor OS, LLC | 5.62% | Add +1.4% | 279,204 | $57.1M |
| Beacon Pointe Advisors, LLC | 0.60% | Reduce -0.2% | 278,828 | $57.1M |
| MJP Associates Inc. | 8.34% | Add +3.1% | 274,684 | $56.2M |
| PDS Planning, Inc | 4.15% | Add +1.5% | 271,783 | $55.6M |
| Provenance Wealth Advisors, LLC | 7.99% | Reduce -15.7% | 271,636 | $55.6M |
| Resonant Capital Advisors, LLC | 3.53% | Add +3.5% | 269,307 | $55.3M |
| Planning Alternatives Ltd. | 7.62% | Add +0.7% | 267,604 | $54.8M |
| Equitable Holdings, Inc. | 0.45% | Add +8.6% | 265,569 | $54.4M |
| Pathstone Holdings, LLC | 0.21% | Add +60.6% | 369,667 | $53.8M |
| US Bancorp \de | 0.07% | Add +9.3% | 257,907 | $52.8M |
| Evensky & Katz LLC | 3.20% | Reduce -0.5% | 255,948 | $52.4M |
| Wealth Architects, LLC | 5.19% | Add +5.0% | 249,760 | $51.1M |
| Sequoia Financial Advisors, LLC | 0.35% | Add +29.7% | 249,241 | $51.0M |
| GLOBALT Investments LLC / GA | 1.94% | Reduce -3.7% | 247,352 | $50.6M |
| Principle Wealth Partners LLC | 3.12% | Add +0.3% | 243,543 | $49.8M |
| Buska Wealth Management, LLC | 13.30% | Add +2.6% | 237,865 | $48.7M |
| Avantax Planning Partners, Inc. | 1.54% | Add +39.0% | 237,140 | $48.5M |
| New England Private Wealth Advisors LLC | 6.95% | Add +0.3% | 228,833 | $47.5M |
| Rational Advisors, Inc. | 4.87% | Reduce -2.4% | 229,140 | $46.9M |
| Northern Trust Corp. | 0.01% | Reduce -0.5% | 226,531 | $46.4M |
| Noble Family Wealth, LLC | 10.92% | Add +6.0% | 218,291 | $44.7M |
| Intellus Advisors LLC | 6.61% | Add +1.6% | 216,854 | $44.4M |
| E&G Advisors, LLC | 10.82% | Reduce -0.1% | 204,139 | $41.7M |
| Ballentine Partners, LLC | 0.62% | Add +2.4% | 201,991 | $41.3M |
| American Financial Advisors, LLC | 5.71% | Reduce -2.5% | 199,709 | $40.9M |
| Frazier Financial Advisors, LLC | 28.62% | Add +2.6% | 198,187 | $40.6M |
| Capital Advisors Wealth Management, LLC | 6.31% | Add +3.4% | 196,169 | $40.1M |
| Connecticut Wealth Management, LLC | 1.89% | Reduce -1.2% | 194,291 | $39.8M |
| Mesirow Financial Investment Management, Inc. | 0.77% | Add +3.1% | 193,816 | $39.7M |
| TD Capital Management LLC | 3.69% | Reduce -1.4% | 191,155 | $39.1M |
| Kohmann Bosshard Financial Services, LLC | 4.34% | Add +0.0% | 190,134 | $38.9M |
| Mosaic Advisors LLC | 56.45% | Reduce -3.3% | 187,854 | $38.4M |
| Avantax Advisory Services, Inc. | 0.21% | Add +4.0% | 185,215 | $37.9M |
| Howard Financial Services, LTD. | 4.97% | Reduce -0.6% | 184,727 | $37.8M |
| D.A. Davidson & Co. | 0.26% | Add +2.1% | 182,747 | $37.4M |
| Prime Capital Investment Advisors, LLC | 0.50% | Reduce -11.0% | 182,703 | $37.4M |
| Citigroup Inc. | 0.03% | Add +3.5% | 182,691 | $37.4M |
| Eclectic Associates Inc. | 8.12% | Add +2.4% | 182,497 | $37.4M |
| Florida Trust Wealth Management Co | 1.14% | Add +2.0% | 181,666 | $37.2M |
| Arlington Trust Co LLC | 7.25% | Reduce -1.2% | 181,417 | $37.1M |
| Laurel Wealth Advisors LLC | 5.32% | Add +1.7% | 173,702 | $35.6M |
| Atria Wealth Solutions, Inc. | 0.80% | Reduce -49.5% | 172,024 | $35.4M |
| Old Mission Investment Co LLC | 9.64% | Add +2.4% | 171,804 | $35.2M |
| Evoke Wealth, LLC | 0.81% | Add +0.4% | 168,449 | $34.6M |
| Prodigy Asset Management LLC | 22.57% | Add +7.2% | 168,352 | $34.5M |
| Baron Silver Stevens Financial Advisors, LLC | 5.49% | Reduce -1.7% | 167,406 | $34.3M |
| Oak Hill Wealth Advisors, LLC | 7.08% | Add +5.0% | 165,785 | $34.1M |
| Diversified Trust Co. | 0.76% | Add +2.8% | 166,517 | $34.1M |
| M&T Bank Corp | 0.12% | Reduce -2.9% | 166,446 | $34.1M |
| Human Investing LLC | 5.26% | Add +0.4% | 163,236 | $33.4M |
| West Paces Advisors Inc. | 7.09% | Add +6.6% | 162,798 | $33.3M |
| Concurrent Investment Advisors, LLC | 0.64% | Add +117.3% | 161,657 | $33.1M |
| Retirement Planning Group, LLC | 1.41% | Reduce -11.3% | 161,534 | $33.1M |
| EP Wealth Advisors, LLC | 0.22% | Add +13.2% | 160,228 | $32.8M |
| FIDELIS iM, LLC | 14.57% | Reduce -0.6% | 160,058 | $32.8M |
| Investment Advisory Services Inc. /TX | 10.80% | Add +4.2% | 158,241 | $32.4M |
| Allworth Financial LP | 0.15% | Add +9.2% | 156,340 | $32.0M |
| Valmark Advisers, Inc. | 0.43% | Add +2.6% | 152,102 | $31.1M |
| Capital Advisors, Ltd. LLC | 3.81% | Reduce -2.8% | 150,712 | $30.8M |
| First Manhattan Co. Llc. | 0.09% | Reduce -0.0% | 149,244 | $30.7M |
| Cornerstone Advisory, LLC | 3.29% | Add +1.4% | 149,861 | $30.7M |
| Advisory Alpha, LLC | 0.95% | Add +4.5% | 148,913 | $30.5M |
| Seneca Financial Advisors LLC | 11.64% | Add +0.6% | 147,516 | $30.2M |
| Novem Group | 3.79% | Reduce -12.3% | 146,012 | $29.9M |
| Studio Investment Management LLC | 5.99% | Add +0.6% | 145,259 | $29.9M |
| Betterment LLC | 0.06% | Add +7.9% | 143,685 | $29.4M |
| Crews Bank & Trust | 4.62% | Add +5.5% | 143,351 | $29.3M |
| Firestone Capital Management | 6.82% | Reduce -0.8% | 141,553 | $29.0M |
| ProVise Management Group, LLC | 2.24% | Reduce -2.2% | 138,385 | $28.3M |
| True Link Financial Advisors, LLC | 1.95% | Add +12054.5% | 138,197 | $28.3M |
| Crane Advisory, LLC | 4.60% | Reduce -5.6% | 134,724 | $27.7M |
| Agf Management Ltd. | 0.13% | Reduce -0.9% | 133,496 | $27.3M |
| Aurdan Capital Management, LLC | 9.28% | Add +21.3% | 133,018 | $27.2M |
| Clearstead Advisors, LLC | 0.38% | Add +1.9% | 132,545 | $27.1M |
| SCS Capital Management LLC | 0.30% | Add +4.9% | 131,887 | $27.1M |
| Klaas Financial Asset Advisors, LLC | 4.24% | Add +1.9% | 130,814 | $26.8M |
| Scotia Capital Inc. | 0.12% | Add +0.5% | 128,998 | $26.4M |
| MTM Financial Group, LLC | 14.26% | Add +1.6% | 128,269 | $26.3M |
| KilterHowling LLC | 15.64% | Add +1.6% | 128,232 | $26.2M |
| Northeast Investment Management | 1.11% | Reduce -1.1% | 127,523 | $26.1M |
| J.W. Cole Advisors, Inc. | 0.55% | Add +92.9% | 126,875 | $26.0M |
| Mutual Advisors, LLC | 0.64% | Reduce -1.5% | 122,393 | $25.6M |
| Lodestar Private Asset Management LLC | 2.93% | Reduce -1.2% | 124,153 | $25.4M |
| Granite FO LLC | 14.39% | Reduce -5.0% | 124,149 | $25.4M |
| Compton Wealth Advisory Group, LLC | 6.42% | Add +1.0% | 124,092 | $25.4M |
| JT Stratford LLC | 3.86% | Add +14.9% | 124,045 | $25.4M |
| Two Sigma Investments, LP | 0.05% | Reduce -15.6% | 123,503 | $25.3M |
| McCarthy Asset Management, Inc. | 16.94% | Reduce -1.8% | 121,836 | $24.9M |
| Cary Street Partners Financial LLC | 0.70% | Add +452.5% | 121,704 | $24.9M |
| Select Asset Management & Trust | 8.52% | Reduce -0.7% | 121,513 | $24.9M |
| Graves Light Lenhart Wealth, Inc. | 2.85% | Reduce -1.5% | 117,041 | $24.0M |
| Montag A & Associates Inc. | 1.16% | Reduce -2.1% | 115,425 | $23.7M |
| National Bank of Canada | 0.03% | Add +21.3% | 115,930 | $23.7M |
| AMG National Trust Bank | 0.62% | Add +1.7% | 115,669 | $23.7M |
| Stratos Wealth Partners, LTD. | 0.32% | Add +14.2% | 115,054 | $23.5M |
| Americana Partners, LLC | 0.81% | Add +27.3% | 115,018 | $23.5M |
| Compass Financial Group, INC | 3.85% | Add +1.2% | 114,631 | $23.5M |
| Stephens Inc. | 0.32% | Reduce -30.7% | 114,207 | $23.4M |
| Wharton Business Group, LLC | 0.99% | Reduce -1.1% | 114,183 | $23.4M |
| Capital Advantage, Inc. | 3.68% | Reduce -4.6% | 113,525 | $23.2M |
| Ariston Services Group | 16.35% | No change | 112,352 | $23.0M |
| Coldstream Capital Management Inc. | 0.38% | Add +3.1% | 112,241 | $23.0M |
| Consolidated Capital Management, LLC | 8.14% | Add +6.2% | 110,034 | $22.5M |
| Wealthcare Advisory Partners LLC | 0.51% | Add +29.9% | 109,846 | $22.5M |
| Citadel Advisors | 0.02% | Add +1076.2% | 108,578 | $22.2M |
| Goepper Burkhardt LLC | 8.18% | Add +1.9% | 108,447 | $22.2M |
| Tradition Wealth Management, LLC | 1.77% | Add +1.8% | 108,305 | $22.2M |
| CENTRAL TRUST Co | 0.51% | Reduce -5.8% | 108,281 | $22.2M |
| EverSource Wealth Advisors, LLC | 1.00% | Reduce -7.1% | 107,971 | $22.1M |
| NewEdge Wealth, LLC | 0.34% | Add +0.2% | 106,093 | $21.9M |
| Nikulski Financial, Inc. | 5.91% | Reduce -0.2% | 105,523 | $21.6M |
| Carnegie Investment Counsel | 0.43% | Add +3.3% | 104,650 | $21.4M |
| Western Wealth Management, LLC | 1.27% | Add +1.0% | 104,423 | $21.4M |
| SBI Securities Co., Ltd. | 0.61% | Add +0.2% | 104,387 | $21.4M |
| OneDigital Investment Advisors LLC | 0.24% | Add +2.6% | 104,163 | $21.3M |
| Integrated Advisors Network LLC | 0.96% | Reduce -0.5% | 104,010 | $21.3M |
| Prepared Retirement Institute LLC | 12.47% | Reduce -2.3% | 103,377 | $21.2M |
| Family CFO Inc | 10.53% | Add +1.1% | 102,772 | $21.0M |
| Comerica Bank | 0.08% | Reduce -4.2% | 102,728 | $21.0M |
| Fusion Capital, LLC | 7.19% | Add +1.0% | 102,698 | $21.0M |
| Vestmark Advisory Solutions, Inc. | 0.30% | Add +119.7% | 102,652 | $21.0M |
| AQR Capital Management | 0.02% | Add +35.1% | 102,484 | $21.0M |
| SouthState Bank Corp | 0.91% | Reduce -1.5% | 101,971 | $20.9M |
| National Philanthropic Trust | 0.28% | No change | 101,722 | $20.8M |
| Jackson, Grant Investment Advisers, Inc. | 7.64% | Add +2.8% | 101,630 | $20.8M |
| Cwm, LLC | 0.07% | Reduce -5.9% | 100,926 | $20.7M |
| GEN Financial Management, INC. | 16.85% | Reduce -28.7% | 100,550 | $20.6M |
| Pinnacle Financial Partners Inc | 0.43% | Add +99.4% | 100,645 | $20.6M |
| IFP Advisors, Inc | 0.58% | Add +5.4% | 99,562 | $20.4M |
| JNBA Financial Advisors | 1.96% | Reduce -2.6% | 99,431 | $20.4M |
| Burns J W & Co. Inc. | 2.47% | Add +7.6% | 99,413 | $20.3M |
| Annex Advisory Services, LLC | 0.49% | Reduce -8.4% | 99,004 | $20.3M |
| Rwa Wealth Partners, LLC | 0.25% | Reduce -3.8% | 98,816 | $20.2M |
| Associated Banc-Corp | 0.57% | Reduce -3.9% | 98,546 | $20.2M |
| Romano Brothers and Company | 2.49% | Add +2.7% | 98,293 | $20.1M |
| Roof Eidam Maycock Peralta, LLC | 4.96% | Reduce -8.3% | 98,242 | $20.1M |
| Clarity Wealth Advisors, LLC | 4.96% | Add +2.6% | 98,217 | $20.1M |
| Family Manage LLC | 3.03% | Reduce -0.9% | 97,401 | $19.9M |
| Beacon Investment Advisory Services, Inc. | 0.88% | Add +5.6% | 97,395 | $19.9M |
| Focus Financial Network, Inc. | 0.79% | Reduce -1.3% | 96,855 | $19.9M |
| LM Advisors LLC | 2.58% | Add +0.5% | 97,238 | $19.9M |
| Lido Advisors, LLC | 0.10% | Add +8.0% | 96,129 | $19.8M |
| Cornerstone Wealth Management, LLC | 1.20% | Add +2.8% | 96,454 | $19.7M |
| Snowden Capital Advisors LLC | 0.58% | Add +0.3% | 95,438 | $19.6M |
| CreativeOne Wealth, LLC | 0.51% | Add +0.3% | 95,162 | $19.5M |
| Addison Advisors LLC | 4.86% | Add +1.4% | 95,069 | $19.5M |
| DDFG, Inc | 4.78% | Add +4.7% | 92,874 | $19.0M |
| Mittelman Wealth Management | 16.02% | Reduce -1.3% | 92,702 | $19.0M |
| Snider Financial Group | 5.43% | Add +1.8% | 92,042 | $18.8M |
| Venture Visionary Partners LLC | 0.71% | Add +2.2% | 91,704 | $18.8M |
| McCarthy & Cox | 4.87% | Reduce -1.1% | 90,829 | $18.6M |
| FAS Wealth Partners, Inc. | 1.37% | Add +1.4% | 90,445 | $18.5M |
| Whitegate Investment Counselors, Inc. | 6.24% | Add +0.6% | 89,755 | $18.4M |
| Coston, McIsaac & Partners | 4.74% | Add +1.1% | 89,412 | $18.3M |
| Cahill Financial Advisors Inc. | 2.25% | Reduce -1.6% | 88,758 | $18.2M |
| Cascades Capital Asset Management, LLC | 9.44% | Add +17.9% | 88,225 | $18.1M |
| Sound View Wealth Advisors Group, LLC | 1.33% | Reduce -4.0% | 87,969 | $18.0M |
| Gladstone Institutional Advisory LLC | 0.74% | Add +8.2% | 87,842 | $18.0M |
| Curi Capital, LLC | 0.34% | Add +37.9% | 87,311 | $17.9M |
| Flagship Harbor Advisors, LLC | 0.84% | Reduce -1.8% | 87,041 | $17.8M |
| Forbes J M & Co. LLP | 1.63% | Add +1.0% | 87,001 | $17.8M |
| CM Wealth Advisors LLC | 5.20% | Reduce -0.2% | 86,144 | $17.7M |
| Smith, Moore & Co. | 1.48% | Reduce -1.5% | 86,281 | $17.7M |
| Hanover Advisors Inc. | 7.20% | Reduce -1.6% | 86,213 | $17.6M |
| Citizens Financial Group Inc. | 0.28% | Add +5.8% | 85,404 | $17.6M |
| Bridgewater Advisors Inc. | 1.33% | Add +131.5% | 83,780 | $17.5M |
| Kingsview Wealth Management, LLC | 0.29% | Reduce -1.0% | 84,423 | $17.3M |
| Great Valley Advisor Group, Inc. | 0.38% | Add +2.2% | 84,002 | $17.2M |
| Hapanowicz & Associates Financial Services, Inc | 8.64% | Add +0.5% | 83,588 | $17.1M |
| Quantinno Capital Management LP | 0.07% | Add +31.5% | 83,477 | $17.1M |
| Natixis Advisors, LLC | 0.03% | Add +14.1% | 83,384 | $17.1M |
| Drucker Wealth 3.0, LLC | 3.29% | Reduce -13.6% | 82,331 | $17.0M |
| CRA Financial Services, LLC | 2.58% | Reduce -0.6% | 82,446 | $16.9M |
| Carr Financial Group Corp | 4.96% | Add +3.6% | 82,138 | $16.8M |
| Main Street Financial Solutions, LLC | 1.22% | Add +5.3% | 82,061 | $16.8M |
| Rothschild Investment LLC | 1.04% | Reduce -0.8% | 81,149 | $16.6M |
| Amara Financial, Llc. | 14.50% | Add +1.2% | 80,453 | $16.5M |
| Wheelhouse Advisory Group LLC | 8.06% | Add +3.9% | 79,912 | $16.4M |
| Onyx Bridge Wealth Group LLC | 2.16% | Reduce -2.6% | 79,847 | $16.3M |
| Mission Wealth Management, LP | 0.36% | Add +37.0% | 79,512 | $16.3M |
| Kitching Partners, LLC | 16.52% | Add +5.7% | 79,259 | $16.2M |
| Journey Advisory Group, LLC | 1.26% | Add +4.5% | 79,212 | $16.2M |
| Martel Wealth Advisors LLC | 3.00% | Add +2.1% | 79,110 | $16.2M |
| D.B. Root & Company, LLC | 4.76% | Reduce -3.9% | 78,842 | $16.1M |
| Asset Management Group, Inc. | 2.80% | Reduce -0.9% | 78,564 | $16.1M |
| HBK Sorce Advisory LLC | 0.43% | Add +4.3% | 78,103 | $16.0M |
| Farther Finance Advisors, LLC | 0.32% | Add +48.1% | 78,098 | $16.0M |
| Smith Anglin Financial, LLC | 1.45% | Reduce -5.0% | 78,064 | $16.0M |
| Flywheel Private Wealth LLC | 12.82% | Add +0.3% | 78,055 | $16.0M |
| Aptus Capital Advisors, LLC | 0.16% | Add +0.8% | 77,872 | $15.9M |
| Zions Bancorporation, National Association | 0.84% | Add +9.7% | 76,601 | $15.7M |
| Synovus Financial Corp. | 0.19% | Add +17.4% | 76,325 | $15.6M |
| Wealthspire Advisors, LLC | 0.09% | Reduce -1.2% | 76,078 | $15.6M |
| Toronto Dominion Bank | 0.03% | Add +13147.8% | 75,645 | $15.5M |
| High Net Worth Advisory Group LLC | 4.07% | Add +0.9% | 75,188 | $15.4M |
| Vise Technologies, Inc. | 0.63% | — | 74,984 | $15.3M |
| Family Investment Center, Inc. | 3.44% | Reduce -3.4% | 74,135 | $15.2M |
| Employees' Retirement Fund of the City of Fort Worth | 6.92% | No change | 78,051 | $15.1M |
| Motive Wealth Advisors | 6.87% | Add +9.0% | 73,752 | $15.1M |
| Visionary Wealth Advisors | 0.77% | Add +0.2% | 73,727 | $15.1M |
| Strategies Wealth Advisors, LLC | 1.65% | Add +31.6% | 73,669 | $15.1M |
| Cozad Asset Management Inc. | 1.30% | Reduce -0.3% | 72,750 | $14.9M |
| Kraft, Davis & Associates, LLC | 4.07% | Add +4.0% | 71,165 | $14.9M |
| Merit Financial Group, LLC | 0.16% | Add +9.9% | 71,925 | $14.7M |
| HHM Wealth Advisors, LLC | 1.74% | Add +5.4% | 71,653 | $14.7M |
| Accretive Wealth Partners, LLC | 4.79% | Add +3.0% | 71,396 | $14.6M |
| FRG Family Wealth Advisors LLC | 2.53% | Reduce -1.8% | 71,214 | $14.6M |
| Dakota Wealth Management | 0.31% | Add +1.7% | 70,963 | $14.5M |
| Kestra Private Wealth Services, LLC | 0.21% | Add +6.3% | 70,531 | $14.4M |
| Focus Partners Advisor Solutions, LLC | 0.19% | Reduce -1.8% | 70,394 | $14.4M |
| Peterson Wealth Management | 8.53% | Add +80.7% | 70,314 | $14.4M |
| Aspen Grove Capital, LLC | 2.44% | Reduce -8.5% | 69,800 | $14.3M |
| Tyche Wealth Partners LLC | 2.85% | Reduce -22.3% | 69,366 | $14.2M |
| CIBC Private Wealth Group LLC | 0.03% | Reduce -3.0% | 69,212 | $14.2M |
| Advisory Services Network, LLC | 0.23% | Add +2.5% | 68,379 | $14.1M |
| Ancora Advisors LLC | 0.29% | Add +7.3% | 68,583 | $14.0M |
| Syon Capital LLC | 0.93% | Reduce -10.2% | 68,581 | $14.0M |
| Evergreen Capital Management LLC | 0.42% | Add +2.3% | 68,243 | $14.0M |
| Apollon Financial, LLC | 2.93% | Add +3.5% | 68,254 | $14.0M |
| Planning Directions Inc. | 7.85% | Reduce -3.9% | 68,159 | $14.0M |
| Circle Wealth Management, LLC | 0.31% | No change | 67,300 | $13.8M |
| Global Retirement Partners, LLC | 0.34% | — | 66,608 | $13.6M |
| Pettyjohn, Wood & White, Inc. | 2.43% | Reduce -0.6% | 66,579 | $13.6M |
| Mosaic Financial Group, LLC | 10.37% | No change | 66,199 | $13.5M |
| Whittier Trust Co. | 0.16% | Reduce -1.8% | 65,929 | $13.5M |
| Mgo One Seven LLC | 0.43% | Add +1.0% | 65,738 | $13.5M |
| Perigon Wealth Management, LLC | 0.31% | Add +1.2% | 65,364 | $13.4M |
| Patriot Investment Management Group, Inc. | 0.92% | Reduce -1.0% | 65,215 | $13.3M |
| Integral Investment Advisors, Inc. | 3.81% | Reduce -0.6% | 65,161 | $13.3M |
| Old National Bancorp | 0.24% | Reduce -6.3% | 64,982 | $13.3M |
| Country Club Bank | 0.83% | Reduce -3.2% | 65,089 | $13.3M |
| NWF Advisory Services Inc. | 1.58% | Add +2.2% | 64,805 | $13.3M |
| Oppenheimer & Co. Inc. | 0.17% | Add +5.9% | 64,493 | $13.2M |
| Oak Harvest Investment Services | 1.65% | Reduce -2.3% | 64,413 | $13.2M |
| Paradigm Capital Management, LLC | 13.15% | Reduce -5.0% | 64,154 | $13.1M |
| JFS Wealth Advisors, LLC | 0.83% | Reduce -1.6% | 64,003 | $13.1M |
| Signature Estate & Investment Advisors LLC | 0.30% | Reduce -0.9% | 63,424 | $13.0M |
| WASHINGTON TRUST Co | 0.46% | Add +6.8% | 63,157 | $12.9M |
| Meridian Wealth Advisors, LLC | 2.03% | Add +1.2% | 62,819 | $12.9M |
| Flputnam Investment Management Co. | 0.22% | Add +3.5% | 62,792 | $12.9M |
| Trek Financial, LLC | 0.86% | Add +9.7% | 62,684 | $12.8M |
| Moneta Group Investment Advisors LLC | 0.15% | Add +0.3% | 62,543 | $12.8M |
| Composition Wealth, LLC | 0.21% | Reduce -7.5% | 62,373 | $12.8M |
| Strategic Financial Concepts, LLC | 1.78% | Reduce -0.7% | 61,920 | $12.7M |
| Apella Capital, LLC | 0.34% | Reduce -2.4% | 60,690 | $12.5M |
| Leavell Investment Management, Inc. | 0.56% | Reduce -0.8% | 60,958 | $12.5M |
| Evergreen Wealth Management, LLC | 7.02% | Reduce -1.3% | 61,168 | $12.5M |
| M3 Advisory Group, LLC | 8.63% | Add +1.9% | 60,938 | $12.5M |
| Allred Capital Management, LLC | 4.66% | Add +2.5% | 60,930 | $12.5M |
| Essex Financial Services, Inc. | 0.82% | Add +5.6% | 60,883 | $12.5M |
| Transcend Capital Advisors, LLC | 0.97% | Reduce -3.5% | 60,836 | $12.5M |
| Chatham Capital Group, Inc. | 1.90% | Reduce -2.8% | 60,810 | $12.4M |
| Bryn Mawr Trust Advisors, LLC | 0.68% | Reduce -1.4% | 60,774 | $12.4M |
| Garde Capital, Inc. | 0.66% | No change | 60,571 | $12.4M |
| Mather Group, Llc. | 0.13% | Reduce -3.3% | 60,567 | $12.4M |
| Mendel Capital Management LLC | 7.07% | Reduce -3.2% | 60,546 | $12.4M |
| SimpliFi, Inc. | 5.41% | Add +0.0% | 59,939 | $12.3M |
| LS Investment Advisors, LLC | 1.79% | Reduce -2.8% | 59,897 | $12.3M |
| Rehmann Capital Advisory Group | 0.74% | Add +0.6% | 59,835 | $12.2M |
| Advisors Preferred, LLC | 2.00% | Add +11.5% | 58,967 | $12.2M |
| Sebold Capital Management, Inc. | 7.37% | Add +5.1% | 58,419 | $12.0M |
| Interactive Financial Advisors, Inc. | 5.82% | Reduce -1.0% | 58,325 | $11.9M |
| First Horizon Advisors, Inc. | 0.31% | Add +11.1% | 58,322 | $11.9M |
| Destiny Wealth Partners, LLC | 1.60% | Reduce -0.1% | 58,122 | $11.9M |
| TD Waterhouse Canada Inc. | 0.08% | Reduce -1.3% | 57,392 | $11.8M |
| Johnson Investment Counsel Inc. | 0.11% | Reduce -0.9% | 57,695 | $11.8M |
| Parallel Advisors, LLC | 0.24% | Reduce -0.3% | 57,579 | $11.8M |
| Spirepoint Private Client, LLC | 1.32% | Add +169.2% | 57,173 | $11.7M |
| United Capital Financial Advisors, LLC | 0.09% | Reduce -0.8% | 56,686 | $11.6M |
| Harbour Investments, Inc. | 0.29% | Reduce -0.2% | 56,682 | $11.6M |
| Cerro Pacific Wealth Advisors LLC | 3.21% | Add +6.0% | 56,399 | $11.5M |
| Global Wealth Strategies & Associates | 3.30% | Add +8.9% | 56,302 | $11.5M |
| Global Wealth Management, LLC | 6.29% | Add +1.6% | 55,605 | $11.5M |
| Bradley Foster & Sargent Inc. | 0.18% | Add +14.8% | 56,018 | $11.5M |
| WealthShield Partners, LLC | 1.38% | Add +1.1% | 55,764 | $11.4M |
| Cascade Wealth Advisors, Inc | 6.42% | Add +18.7% | 54,864 | $11.4M |
| Segment Wealth Management, LLC | 0.72% | Add +0.3% | 55,519 | $11.4M |
| Fulton Breakefield Broenniman LLC | 0.76% | Add +3.5% | 55,146 | $11.3M |
| Capital Investment Advisors, LLC | 0.20% | Add +0.6% | 55,037 | $11.3M |
| Stratos Wealth Advisors, LLC | 0.59% | Add +0.9% | 54,875 | $11.2M |
| Pecaut & Co. | 3.72% | Add +1.7% | 54,747 | $11.2M |
| Rooted Wealth Advisors, Inc. | 3.87% | Add +2.1% | 54,313 | $11.2M |
| Boston Family Office LLC | 0.74% | Add +3.0% | 54,638 | $11.2M |
| Whittier Trust Co. of Nevada Inc. | 0.25% | Reduce -2.9% | 54,570 | $11.2M |
| Websterrogers Financial Advisors, LLC | 3.54% | Add +7.3% | 54,360 | $11.1M |
| Regal Investment Advisors LLC | 0.83% | Add +1.3% | 54,145 | $11.1M |
| CWS Financial Advisors, LLC | 3.21% | Add +9.4% | 53,974 | $11.0M |
| Capital Analysts, LLC | 0.37% | Add +0.9% | 53,774 | $11.0M |
| Bessemer Group Inc. | 0.02% | Reduce -6.5% | 53,414 | $10.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Reduce -3.1% | 53,053 | $10.9M |
| Safir Wealth Advisors, LLC | 7.93% | Add +1.7% | 52,817 | $10.8M |
| VPR Management LLC | 5.06% | No change | 52,630 | $10.8M |
| Strategic Blueprint, LLC | 0.53% | Reduce -4.8% | 52,575 | $10.8M |
| White Lighthouse Investment Management Inc. | 1.73% | Add +1.6% | 51,844 | $10.6M |
| Gotham Asset Management | 0.06% | Add +5.3% | 51,520 | $10.5M |
| Blackston Financial Advisory Group, LLC | 6.56% | Reduce -5.4% | 51,261 | $10.5M |
| CVA Family Office, LLC | 1.47% | Add +6.1% | 51,218 | $10.5M |
| Bigelow Investment Advisors, LLC | 4.61% | Reduce -0.1% | 51,101 | $10.5M |
| Crestwood Advisors Group, LLC | 0.19% | Reduce -0.8% | 51,041 | $10.4M |
| Dagco, Inc. | 2.90% | Add +8.7% | 50,810 | $10.4M |
| Conquis Financial LLC | 10.09% | Add +222.2% | 50,555 | $10.4M |
| Choate Investment Advisors | 0.22% | Add +2.3% | 50,584 | $10.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.22% | Add +0.7% | 50,295 | $10.3M |
| Modern Wealth Management, LLC | 0.25% | Add +4.4% | 50,284 | $10.3M |
| Spreng Capital Management, Inc. | 4.34% | Add +2.8% | 49,913 | $10.2M |
| Allen Investment Management, LLC | 0.11% | Add +21.0% | 49,285 | $10.1M |
| NorthRock Partners, LLC | 0.26% | Add +22.7% | 48,825 | $10.0M |
| IFG Advisory, LLC | 0.50% | Reduce -1.1% | 49,022 | $10.0M |
| Yukon Wealth Management, Inc. | 3.58% | Add +23.9% | 48,950 | $10.0M |
| Security Financial Services, INC. | 1.77% | Reduce -0.5% | 48,937 | $10.0M |
| Sandy Cove Advisors, LLC | 3.59% | Reduce -5.4% | 48,602 | $9.9M |
| Integrated Wealth Concepts LLC | 0.10% | Add +14.2% | 48,448 | $9.9M |
| Savant Capital, LLC | 0.07% | Add +3.8% | 47,890 | $9.8M |
| Thomasville National Bank | 0.67% | Reduce -8.4% | 47,787 | $9.8M |
| Western Pacific Wealth Management, LP | 9.31% | Add +12.5% | 47,452 | $9.7M |
| Integrated Capital Management, Inc. | 7.36% | Reduce -1.4% | 47,259 | $9.7M |
| Titan Global Capital Management USA LLC | 1.52% | Add +27.6% | 47,240 | $9.7M |
| Wimmer Associates 1, LLC | 4.93% | Reduce -0.8% | 47,070 | $9.6M |
| Financial Advisory Partners, LLC | 3.01% | Add +13.3% | 46,841 | $9.6M |
| Mycio Wealth Partners, LLC | 2.21% | Add +0.9% | 46,727 | $9.6M |
| Brown Brothers Harriman & Co. | 0.06% | Add +9.7% | 46,730 | $9.6M |
| Woodmont Investment Counsel LLC | 0.63% | Add +3.3% | 46,551 | $9.5M |
| West Financial Advisors, LLC | 1.64% | Reduce -0.9% | 46,172 | $9.5M |
| Financial Perspectives, Inc | 2.85% | Add +7.2% | 46,121 | $9.4M |
| Sandbox Financial Partners, LLC | 2.97% | Reduce -0.6% | 45,959 | $9.4M |
| Castlekeep Investment Advisors LLC | 4.57% | Add +0.8% | 45,631 | $9.3M |
| Gilliland Jeter Wealth Management LLC | 3.04% | Reduce -0.1% | 45,612 | $9.3M |
| SPC Financial, Inc. | 0.78% | Reduce -1.5% | 45,395 | $9.3M |
| Cascade Financial Partners, LLC | 1.11% | Add +0.9% | 45,225 | $9.3M |
| 180 Wealth Advisors, LLC | 1.29% | Reduce -1.6% | 44,987 | $9.2M |
| Prentice Wealth Management LLC | 2.42% | Reduce -3.5% | 44,949 | $9.2M |
| White Wing Wealth Management | 6.23% | Add +2.1% | 44,941 | $9.2M |
| Koshinski Asset Management, Inc. | 0.69% | Add +7.6% | 44,908 | $9.2M |
| Jefferies Financial Group Inc. | 0.16% | Reduce -2.1% | 44,840 | $9.2M |
| Twin Focus Capital Partners, LLC | 1.28% | Reduce -1.6% | 44,828 | $9.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.26% | Reduce -0.9% | 44,715 | $9.2M |
| Peapack Gladstone Financial Corp. | 0.13% | Add +5.3% | 44,195 | $9.0M |
| Jordan Park Group LLC | 0.59% | Reduce -5.3% | 44,169 | $9.0M |
| Donaldson Capital Management, LLC | 0.33% | Reduce -10.3% | 44,130 | $9.0M |
| StoneX Group Inc. | 0.44% | Add +1.4% | 43,940 | $9.0M |
| North Star Investment Management Corp. | 0.62% | Reduce -1.0% | 43,736 | $9.0M |
| Alpha Cubed Investments, LLC | 0.34% | Reduce -2.5% | 43,703 | $8.9M |
| Heritage Wealth Advisors | 0.42% | Reduce -1.6% | 43,645 | $8.9M |
| Prospera Financial Services Inc | 0.17% | Reduce -10.2% | 43,409 | $8.9M |
| Souders Financial Advisors | 1.13% | Add +2.6% | 43,270 | $8.9M |
| Brio Consultants, LLC | 1.29% | Reduce -2.8% | 43,171 | $8.8M |
| Orion Capital Management LLC | 3.35% | Add +0.1% | 42,986 | $8.8M |
| Compass Ion Advisors, LLC | 0.95% | Reduce -0.1% | 42,815 | $8.8M |
| Curran Financial Partners, LLC | 1.93% | Add +14.4% | 42,670 | $8.7M |
| Signet Financial Management, LLC | 1.09% | Reduce -5.0% | 42,569 | $8.7M |
| AE Wealth Management LLC | 0.06% | Add +7.2% | 42,383 | $8.7M |
| Aberdeen Wealth Management LLC | 5.73% | No change | 42,129 | $8.6M |
| Warner Financial, Inc. | 3.56% | Reduce -1.5% | 42,097 | $8.6M |
| PMG Wealth Management, Inc. | 7.08% | Add +3.6% | 41,912 | $8.6M |
| Northstar Group, Inc. | 1.38% | Reduce -2.4% | 41,652 | $8.5M |
| Plotkin Financial Advisors, LLC | 4.68% | Add +1.9% | 41,452 | $8.5M |
| GW Henssler & Associates Ltd. | 0.45% | Add +0.6% | 41,226 | $8.4M |
| San Luis Wealth Advisors LLC | 1.81% | Add +11.6% | 41,198 | $8.4M |
| Cibc World Market Inc. | 0.02% | Add +1.6% | 41,098 | $8.4M |
| Pathway Financial Advisors LLC | 1.23% | No change | 40,988 | $8.4M |
| Capstone Financial Advisors, Inc. | 0.49% | Reduce -3.4% | 40,941 | $8.4M |
| Gleason Group, Inc. | 0.91% | Add +2771.6% | 40,834 | $8.4M |
| World Investment Advisors | 0.19% | Add +34.7% | 40,779 | $8.3M |
| First Heartland Consultants, Inc. | 0.74% | Reduce -5.0% | 40,726 | $8.3M |
| Independent Financial Group, LLC | 0.23% | Add +1.6% | 40,692 | $8.3M |
| Wealthspan Partners, LLC | 3.46% | Reduce -4.7% | 40,685 | $8.3M |
| Keystone Financial Group, Inc. | 5.30% | Add +8.8% | 40,398 | $8.3M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -63.7% | 40,568 | $8.3M |
| GC Wealth Management RIA, LLC | 0.67% | Reduce -5.1% | 40,085 | $8.2M |
| Kavar Capital Partners Group, LLC | 1.18% | Add +0.4% | 40,082 | $8.2M |
| New Perspectives, Inc | 4.05% | Reduce -2.7% | 40,049 | $8.2M |
| Alexis Investment Partners, LLC | 3.53% | Add +0.2% | 40,256 | $8.2M |
| Yoder Wealth Management, Inc. | 4.25% | Reduce -1.6% | 39,852 | $8.2M |
| Kagan Cocozza Asset Management | 6.24% | Add +1.8% | 39,783 | $8.1M |
| Osborne Partners Capital Management, LLC | 0.43% | Reduce -4.4% | 39,778 | $8.1M |
| Sigma Planning Corp | 0.24% | Add +1.9% | 39,774 | $8.1M |
| Tide Cove Capital Partners LLC | 6.44% | Add +1.4% | 38,986 | $8.1M |
| Litman Gregory Wealth Management LLC | 0.64% | Add +1.3% | 39,710 | $8.1M |
| Calydon Capital | 0.80% | Add +98.9% | 39,676 | $8.1M |
| Beacon Financial Group | 0.84% | Reduce -6.6% | 39,231 | $8.0M |
| City State Bank | 2.50% | Add +1.2% | 38,935 | $8.0M |
| Walter & Keenan Wealth Management LLC /in/ | 2.31% | Add +0.8% | 38,799 | $7.9M |
| B. Riley Wealth Advisors, Inc. | 0.38% | Reduce -24.2% | 38,577 | $7.9M |
| Mascoma Wealth Management LLC | 1.83% | Add +3.3% | 38,536 | $7.9M |
| Cypress Financial Planning LLC | 2.58% | Reduce -2.8% | 38,361 | $7.9M |
| O'shaughnessy Asset Management, LLC | 0.05% | Add +6.3% | 38,351 | $7.8M |
| Rovin Capital /Ut/ | 2.38% | Reduce -45.8% | 38,333 | $7.8M |
| Nwam LLC | 0.45% | Add +257.6% | 37,981 | $7.8M |
| Pinnacle Associates Ltd. | 0.11% | Reduce -6.3% | 38,129 | $7.8M |
| VestGen Advisors, LLC | 0.31% | Add +0.0% | 37,941 | $7.8M |
| Windward Private Wealth Management Inc. | 2.78% | Reduce -0.4% | 37,716 | $7.7M |
| Exchange Traded Concepts, LLC | 0.10% | Add +45.6% | 37,710 | $7.7M |
| Watts Gwilliam & Co., LLC | 1.27% | Add +6.8% | 35,790 | $7.7M |
| Ridgecrest Wealth Partners, LLC | 4.06% | Add +16.3% | 37,622 | $7.7M |
| Good Life Advisors, LLC | 0.48% | Add +1.9% | 37,482 | $7.7M |
| Level Four Advisory Services, LLC | 0.28% | Reduce -0.3% | 37,321 | $7.6M |
| Leo Wealth, LLC | 0.59% | Add +5.1% | 37,287 | $7.6M |
| Chicago Partners Investment Group LLC | 0.22% | Add +1.6% | 36,099 | $7.5M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -7.9% | 36,671 | $7.5M |
| Moors & Cabot, Inc. | 0.35% | Add +1.4% | 36,640 | $7.5M |
| Weaver Consulting Group | 2.07% | Reduce -0.5% | 36,550 | $7.5M |
| Hollencrest Capital Management | 0.32% | No change | 36,372 | $7.4M |
| Summit Financial, LLC | 0.17% | Add +11.1% | 36,126 | $7.4M |
| Apollon Wealth Management, LLC | 0.15% | Reduce -5.9% | 36,241 | $7.4M |
| McNamara Financial Services, Inc. | 1.45% | Reduce -2.5% | 35,742 | $7.3M |
| Nations Financial Group Inc, /Ia/ | 0.50% | Add +5.3% | 35,541 | $7.3M |
| Cambridge Advisors Inc. | 1.52% | Reduce -1.4% | 35,510 | $7.3M |
| Raab & Moskowitz Asset Management LLC | 1.72% | Reduce -2.7% | 35,301 | $7.2M |
| IHT Wealth Management, LLC | 0.20% | Reduce -7.3% | 35,290 | $7.2M |
| Sloy Dahl & Holst, LLC | 0.99% | Add +0.9% | 34,854 | $7.1M |
| Grove Street Fiduciary, LLC | 3.43% | Add +12.8% | 34,772 | $7.1M |
| IAG Wealth Partners, LLC | 0.94% | Reduce -0.3% | 34,604 | $7.1M |
| NorthCoast Asset Management LLC | 0.03% | Add +6.0% | 34,243 | $7.0M |
| Cardiff Park Advisors, LLC | 0.60% | Reduce -0.5% | 34,129 | $7.0M |
| Founders Financial Securities LLC | 0.53% | Add +228.6% | 34,099 | $7.0M |
| Moser Wealth Advisors, LLC | 3.33% | Add +0.7% | 33,925 | $6.9M |
| Verum Partners LLC | 1.60% | Reduce -2.4% | 33,881 | $6.9M |
| SkyOak Wealth, LLC | 1.39% | No change | 33,843 | $6.9M |
| Ledyard National Bank | 0.65% | Reduce -8.9% | 33,480 | $6.9M |
| Bartlett & Co. Wealth Management LLC | 0.10% | No change | 33,318 | $6.8M |
| Prosperity Consulting Group, LLC | 0.50% | No change | 33,376 | $6.8M |
| Westside Investment Management, Inc. | 1.26% | Add +2.2% | 33,277 | $6.8M |
| DHJJ Financial Advisors, Ltd. | 2.45% | Add +1.1% | 33,174 | $6.8M |
| Trust Co. of Vermont | 0.32% | Add +2.5% | 33,115 | $6.8M |
| Bleakley Financial Group, LLC | 0.17% | Add +184.0% | 32,878 | $6.7M |
| Creekside Partners | 3.19% | Reduce -1.0% | 32,855 | $6.7M |
| McClarren Financial Advisors, Inc. | 4.37% | Add +34.1% | 32,809 | $6.7M |
| SWAN Capital LLC | 2.91% | Reduce -50.7% | 32,767 | $6.7M |
| Fifth Third Wealth Advisors LLC | 0.28% | Reduce -55.7% | 32,749 | $6.7M |
| Aspen Wealth Management LLC | 1.66% | Reduce -8.6% | 32,740 | $6.7M |
| Davis R M Inc. | 0.12% | Reduce -2.2% | 32,640 | $6.7M |
| Headinvest, LLC | 1.42% | Add +1.7% | 32,622 | $6.7M |
| Arax Advisory Partners | 0.31% | Add +1.6% | 13,202 | $6.7M |
| Ogorek Anthony Joseph /NY/ | 2.06% | Reduce -0.8% | 32,546 | $6.7M |
| Csenge Advisory Group | 0.35% | Reduce -1.3% | 33,477 | $6.6M |
| Colony Family Offices, LLC | 1.71% | Add +2.2% | 32,187 | $6.6M |
| CPC Advisors, LLC | 0.83% | Reduce -1.1% | 32,297 | $6.6M |
| One Degree Advisors Inc | 2.35% | Reduce -0.3% | 32,247 | $6.6M |
| Ranch Capital Advisors Inc. | 2.86% | Add +2.4% | 32,125 | $6.6M |
| Roman Butler Fullerton & Co. | 1.95% | Reduce -0.2% | 31,528 | $6.6M |
| Benchmark Wealth Management, LLC | 2.93% | Add +0.6% | 32,162 | $6.6M |
| Hoese & Co LLP | 5.30% | Add +3.6% | 32,112 | $6.6M |
| BIP Wealth, LLC | 0.40% | Reduce -2.7% | 32,083 | $6.6M |
| Meridian Wealth Management, LLC | 0.28% | Reduce -4.9% | 31,769 | $6.5M |
| Councilmark Asset Management, LLC | 4.11% | Add +2.8% | 31,685 | $6.5M |
| McGlone Suttner Wealth Management, Inc. | 0.97% | Reduce -0.2% | 31,510 | $6.4M |
| Genesis Private Wealth, LLC | 3.03% | Add +4.0% | 31,469 | $6.4M |
| Cidel Asset Management Inc. | 0.39% | No change | 31,355 | $6.4M |
| Summit Trail Advisors, LLC | 0.11% | New | 31,014 | $6.4M |
| Hurlow Wealth Management Group, Inc. | 1.79% | Reduce -4.2% | 30,987 | $6.3M |
| Waller Financial Planning Group, Inc. | 1.53% | Add +8.7% | 30,931 | $6.3M |
| Titleist Asset Management, LLC | 0.63% | Add +4.8% | 30,825 | $6.3M |
| Bay Rivers Group | 2.89% | Add +0.9% | 30,824 | $6.3M |
| Muirfield Wealth Advisors LLC | 5.01% | Reduce -1.3% | 30,777 | $6.3M |
| Keystone Financial Group | 0.57% | Add +2.4% | 30,750 | $6.3M |
| Sowell Financial Services LLC | 0.25% | Add +4.4% | 30,484 | $6.2M |
| Clear Creek Financial Management, LLC | 0.59% | Reduce -8.1% | 30,268 | $6.2M |
| Riverview Capital Advisers, LLC | 1.77% | Add +3.7% | 30,255 | $6.2M |
| Investment Partners, LTD. | 2.34% | No change | 30,254 | $6.2M |
| Raffa Wealth Management, LLC | 1.23% | No change | 30,060 | $6.2M |
| Brightwater Advisory LLC | 4.41% | Reduce -1.2% | 29,948 | $6.1M |
| Fiduciary Financial Group, LLC | 1.11% | Reduce -0.2% | 29,697 | $6.1M |
| Detalus Advisors, LLC | 1.77% | Reduce -1.2% | 29,789 | $6.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.10% | Reduce -0.2% | 29,546 | $6.0M |
| Moseley Investment Management Inc. | 2.08% | Add +2.5% | 29,465 | $6.0M |
| WealthBridge Capital Management, LLC | 1.53% | Add +0.1% | 29,459 | $6.0M |
| Arcataur Capital Management LLC | 1.88% | Reduce -0.8% | 29,368 | $6.0M |
| Chris Bulman Inc | 3.41% | Reduce -3.1% | 29,245 | $6.0M |
| Guardian Wealth Advisors, LLC / NC | 0.42% | Reduce -0.7% | 29,233 | $6.0M |
| Flagstar Securities, Inc. | 1.65% | Reduce -0.3% | 28,958 | $6.0M |
| Hofer & Associates. Inc | 3.71% | Add +1.6% | 29,036 | $5.9M |
| HM Payson & Co. | 0.09% | Add +11.8% | 29,004 | $5.9M |
| Fortis Advisors, LLC | 3.78% | Reduce -0.4% | 28,813 | $5.9M |
| Arete Wealth Advisors, LLC | 0.42% | Reduce -0.9% | 28,803 | $5.9M |
| Frederick Financial Consultants, LLC | 3.64% | Add +3.3% | 28,641 | $5.9M |
| Marshall & Sterling Wealth Advisors Inc. | 3.96% | Reduce -2.3% | 28,650 | $5.8M |
| One Day In July LLC | 0.53% | Add +1.7% | 28,345 | $5.8M |
| Tandem Investment Partners LLC | 5.03% | Add +0.7% | 28,177 | $5.8M |
| Acorn Wealth Advisors, LLC | 2.14% | Add +1.1% | 28,047 | $5.7M |
| Pinnacle Financial Group, LLC / IL | 1.91% | Reduce -0.7% | 27,947 | $5.7M |
| Howard Wealth Management, LLC | 2.89% | Reduce -3.5% | 27,927 | $5.7M |
| Seven Springs Wealth Group, LLC | 1.43% | Reduce -0.3% | 27,761 | $5.7M |
| Benjamin Edwards Inc. | 0.07% | Add +2.7% | 27,564 | $5.6M |
| Amplius Wealth Advisors, LLC | 0.52% | Add +0.1% | 27,558 | $5.6M |
| Integrity Alliance, Llc. | 0.31% | Reduce -63.7% | 27,540 | $5.6M |
| Gibson Capital, LLC | 1.11% | Reduce -0.1% | 27,539 | $5.6M |
| Stokes Capital Advisors, LLC | 1.38% | Reduce -35.7% | 27,520 | $5.6M |
| TFB Advisors LLC | 1.45% | Reduce -0.6% | 27,105 | $5.5M |
| PFG Investments, LLC | 0.32% | Add +10.0% | 27,019 | $5.5M |
| Tiaa Trust, National Association | 0.01% | Reduce -3.4% | 26,998 | $5.5M |
| Investment Advisory Group, LLC | 1.67% | No change | 26,997 | $5.5M |
| Kellett Wealth Advisors, LLC | 3.60% | Add +1.8% | 26,961 | $5.5M |
| Vermillion Wealth Management, Inc. | 2.63% | Add +3.7% | 26,961 | $5.5M |
| Beacon Financial Advisory LLC | 1.43% | Add +3.1% | 26,952 | $5.5M |
| Golden State Wealth Management, LLC | 0.67% | Add +7.9% | 26,802 | $5.5M |
| Ausdal Financial Partners, Inc. | 0.36% | Add +1.4% | 26,456 | $5.4M |
| OneAscent Financial Services LLC | 0.38% | Reduce -49.3% | 26,115 | $5.4M |
| Forum Private Client Group LLC | 2.08% | Reduce -2.0% | 26,309 | $5.4M |
| Columbia River Financial Group, LLC | 3.48% | Add +9.9% | 26,031 | $5.4M |
| Parsons Capital Management Inc. | 0.33% | Add +1.6% | 26,259 | $5.4M |
| Keybank National Association | 0.02% | Add +16.1% | 26,231 | $5.4M |
| Shira Ridge Wealth Management | 2.44% | Reduce -4.0% | 26,122 | $5.3M |
| Brighton Jones LLC | 0.14% | Add +29.0% | 26,095 | $5.3M |
| Vigilare Wealth Management | 2.00% | Reduce -38.4% | 26,008 | $5.3M |
| W Advisors, LLC | 3.04% | Add +2.7% | 25,909 | $5.3M |
| Centerpoint Advisory Group | 4.59% | Reduce -0.6% | 25,868 | $5.3M |
| Fiduciary Trust Co | 0.07% | Reduce -4.4% | 25,822 | $5.3M |
| Dynamic Advisor Solutions LLC | 0.16% | Reduce -1.0% | 25,790 | $5.3M |
| StrongBox Wealth, LLC | 1.99% | Add +1.0% | 25,631 | $5.2M |
| Independent Family Office, LLC | 2.42% | Reduce -1.9% | 25,497 | $5.2M |
| GPS Wealth Strategies Group, LLC | 0.60% | Reduce -2.3% | 25,405 | $5.2M |
| Accredited Wealth Management, LLC | 4.20% | Add +0.8% | 25,230 | $5.2M |
| New Insight Wealth Advisors | 2.13% | Add +2.5% | 25,337 | $5.2M |
| Verdence Capital Advisors LLC | 0.35% | Reduce -4.4% | 25,328 | $5.2M |
| Salem Investment Counselors Inc. | 0.16% | Add +2.7% | 25,103 | $5.2M |
| Kingswood Wealth Advisors, LLC | 0.41% | Reduce -3.8% | 25,171 | $5.2M |
| Ameritas Advisory Services, LLC | 0.27% | Reduce -60.2% | 25,136 | $5.1M |
| Fidelity D & D Bancorp Inc. | 3.14% | Add +13.6% | 25,026 | $5.1M |
| Brady Martz Wealth Solutions, LLC | 0.99% | Add +1.4% | 24,958 | $5.1M |
| Tidal Investments LLC | 0.03% | Reduce -14.9% | 24,895 | $5.1M |
| NORTHSTAR ASSET MANAGEMENT Co | 1.17% | Reduce -1.3% | 24,810 | $5.1M |
| Seamount Financial Group Inc. | 2.60% | Add +6.8% | 24,717 | $5.1M |
| Infinity Wealth Counsel, LLC | 5.10% | Add +0.3% | 24,659 | $5.0M |
| Tempus Wealth Planning, LLC | 1.25% | Add +2.8% | 24,518 | $5.0M |
| Breakwater Investment Management | 1.94% | Add +1.0% | 24,480 | $5.0M |
| AlphaCore Capital LLC | 0.19% | Add +9.8% | 24,321 | $5.0M |
| Barrett & Company, Inc. | 1.87% | Add +38.3% | 24,379 | $5.0M |
| Arkadios Wealth Advisors | 0.15% | Add +84.6% | 24,149 | $4.9M |
| Staley Capital Advisers Inc. | 0.21% | Reduce -7.8% | 24,094 | $4.9M |
| Asset Allocation Strategies LLC | 1.09% | Reduce -4.5% | 24,079 | $4.9M |
| Levin Capital Strategies, L.P. | 0.48% | No change | 24,038 | $4.9M |
| Fort Sheridan Advisors LLC | 0.70% | Reduce -2.3% | 23,938 | $4.9M |
| MilWealth Group LLC | 1.26% | Reduce -0.3% | 23,885 | $4.9M |
| Marino, Stram & Associates LLC | 0.99% | Add +0.2% | 23,888 | $4.9M |
| Scott & Selber, Inc. | 1.36% | No change | 23,886 | $4.9M |
| Winthrop Advisory Group LLC | 0.47% | Add +38.8% | 23,772 | $4.9M |
| Miller Investment Management, LP | 0.51% | No change | 23,831 | $4.9M |
| Madison Wealth Partners, Inc | 1.06% | Add +2.0% | 23,775 | $4.9M |
| Sheets Smith Wealth Management | 0.57% | Reduce -0.1% | 23,742 | $4.9M |
| Horizon Investments, LLC | 0.08% | Add +22933.0% | 23,724 | $4.9M |
| Morton Capital Management LLC | 0.86% | Reduce -3.1% | 23,574 | $4.8M |
| Cora Capital Advisors LLC | 2.12% | Add +1.3% | 23,272 | $4.8M |
| HUB Investment Partners, LLC | 0.17% | Add +0.4% | 23,195 | $4.7M |
| Diversify Wealth Management, LLC | 0.29% | Reduce -2.1% | 22,746 | $4.7M |
| Ashton Thomas Private Wealth, LLC | 0.17% | Add +47.1% | 23,071 | $4.7M |
| Global Financial Private Client, LLC | 1.77% | Add +1.1% | 23,092 | $4.7M |
| S&co Inc. | 0.30% | No change | 23,067 | $4.7M |
| Von Berge Wealth Management Group, LLC | 2.64% | Add +10.2% | 22,697 | $4.7M |
| Stonebridge Financial Group, LLC | 0.46% | Add +3.2% | 22,936 | $4.7M |
| Oxler Private Wealth LLC | 1.46% | Reduce -10.0% | 22,636 | $4.6M |
| Hughes Financial Services, LLC | 0.79% | Add +1.9% | 22,319 | $4.6M |
| Financial Insights, Inc. | 1.68% | Reduce -1.1% | 22,443 | $4.6M |
| First National Bank of Mount Dora, Trust Investment Services | 1.03% | Add +2.0% | 22,386 | $4.6M |
| Philadelphia Trust Co. | 0.35% | Reduce -2.8% | 22,343 | $4.6M |
| Prospect Financial Services LLC | 2.85% | Reduce -4.8% | 22,319 | $4.6M |
| Sard Wealth Management Group, LLC | 2.81% | Reduce -0.2% | 22,284 | $4.6M |
| Private Capital Management, LLC | 0.46% | Add +0.8% | 22,226 | $4.5M |
| Abbot Financial Management, Inc. | 2.09% | Add +0.3% | 22,114 | $4.5M |
| Intelligent Financial Strategies | 2.40% | No change | 21,995 | $4.5M |
| Garden State Investment Advisory Services LLC | 1.22% | Reduce -24.8% | 21,850 | $4.5M |
| BlackRock, Inc. | 0.00% | Add +33.0% | 21,894 | $4.5M |
| Stephens Consulting, LLC | 1.06% | Add +545.9% | 21,753 | $4.5M |
| Resurgent Financial Advisors LLC | 2.45% | Reduce -0.9% | 21,745 | $4.5M |
| Evanson Asset Management, LLC | 0.28% | Add +5.9% | 21,675 | $4.4M |
| Sagespring Wealth Partners, LLC | 0.10% | Reduce -10.1% | 21,603 | $4.4M |
| Consolidated Portfolio Review Corp | 0.61% | Add +2.7% | 21,452 | $4.4M |
| Earned Wealth Advisors, LLC | 0.85% | No change | 21,292 | $4.4M |
| SkyView Investment Advisors, LLC | 0.62% | No change | 21,335 | $4.3M |
| Northwest Financial Advisors | 6.05% | Add +0.2% | 21,172 | $4.3M |
| Commerce Bank | 0.03% | Add +1.6% | 21,117 | $4.3M |
| Channel Wealth LLC | 1.22% | Reduce -0.6% | 21,104 | $4.3M |
| CSM Advisors, LLC | 0.13% | Reduce -3.6% | 21,100 | $4.3M |
| Per Stirling Capital Management, LLC. | 0.56% | Reduce -9.5% | 21,057 | $4.3M |
| Moloney Securities Asset Management, LLC | 0.53% | Add +8.3% | 20,985 | $4.3M |
| Cornerstone Advisors Asset Management, LLC | 0.82% | No change | 20,923 | $4.3M |
| Mid-American Wealth Advisory Group, Inc. | 2.02% | Reduce -3.0% | 20,783 | $4.3M |
| Kovack Advisors, Inc. | 0.42% | Add +3.6% | 20,763 | $4.2M |
| Arrowroot Family Office, LLC | 1.89% | — | 20,619 | $4.2M |
| Madden Advisory Services, Inc. | 1.79% | Reduce -3.5% | 20,510 | $4.2M |
| Client 1ST Advisory Group, LLC | 1.52% | Reduce -0.1% | 20,479 | $4.2M |
| Laird Norton Wetherby Wealth Management, LLC | 0.19% | — | 20,391 | $4.2M |
| CORDA Investment Management, LLC. | 0.31% | Reduce -1.7% | 20,326 | $4.2M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -4.6% | 20,252 | $4.1M |
| Cibc World Markets Corp. | 0.03% | Add +2.1% | 20,246 | $4.1M |
| Capital Planning LLC | 1.30% | Add +4.2% | 20,151 | $4.1M |
| Trilogy Capital Inc. | 0.20% | Reduce -1.5% | 20,127 | $4.1M |
| Zhang Financial LLC | 0.19% | Add +0.9% | 20,122 | $4.1M |
| Avant Capital LLC | 3.17% | Add +0.3% | 19,997 | $4.1M |
| Susquehanna International Group, LLP | 0.01% | Add +454.5% | 19,930 | $4.1M |
| LaSalle St. Investment Advisors, LLC | 1.12% | Add +0.7% | 19,921 | $4.1M |
| Sunpointe, LLC | 1.61% | Add +12.1% | 19,795 | $4.1M |
| Heritage Trust Co | 0.47% | Add +1.2% | 19,852 | $4.1M |
| Pathway Financial Advisers, LLC | 1.31% | Add +3.9% | 19,712 | $4.0M |
| Pursue Wealth Partners LLC | 2.29% | Add +3.1% | 19,675 | $4.0M |
| Garrett Wealth Advisory Group, LLC | 0.85% | Reduce -3.5% | 19,642 | $4.0M |
| SVB Wealth LLC | 0.21% | New | 19,574 | $4.0M |
| Tower View Wealth Management LLC | 2.07% | Add +0.1% | 19,545 | $4.0M |
| Columbia Asset Management | 0.78% | Reduce -7.4% | 19,475 | $4.0M |
| Kiley Juergens Wealth Management, LLC | 0.92% | Reduce -0.4% | 19,438 | $4.0M |
| Venturi Wealth Management, LLC | 0.20% | Reduce -1.2% | 19,356 | $4.0M |
| GSG Advisors LLC | 1.14% | Reduce -0.1% | 19,280 | $3.9M |
| Bell Investment Advisors, Inc | 0.68% | Reduce -0.2% | 19,266 | $3.9M |
| 21 West Wealth Management LLC | 3.98% | — | 19,260 | $3.9M |
| Forza Wealth Management, LLC | 1.61% | Reduce -0.1% | 19,236 | $3.9M |
| Plan Group Financial, LLC | 1.29% | Add +16.0% | 19,230 | $3.9M |
| CPA Asset Management Group, LLC | 1.65% | No change | 19,229 | $3.9M |
| Spire Wealth Management | 0.14% | Reduce -19.4% | 19,213 | $3.9M |
| Pallas Capital Advisors LLC | 0.15% | Add +1.8% | 19,132 | $3.9M |
| St Germain D J Co. Inc. | 0.17% | Add +1.4% | 19,125 | $3.9M |
| Kaydan Wealth Management, Inc. | 1.28% | Reduce -0.9% | 19,119 | $3.9M |
| Archer Investment Corp | 0.93% | Reduce -0.5% | 19,072 | $3.9M |
| Wedmont Private Capital | 0.17% | Add +0.4% | 18,863 | $3.9M |
| Conservest Capital Advisors, Inc. | 0.38% | Reduce -0.5% | 19,015 | $3.9M |
| Riverpoint Wealth Management Holdings, LLC | 0.91% | Reduce -0.2% | 18,968 | $3.9M |
| Sincerus Advisory, LLC | 3.64% | Add +5.9% | 18,511 | $3.9M |
| Midwest Trust Co | 0.05% | — | 18,905 | $3.9M |
| Mainsail Asset Management, LLC | 2.39% | Reduce -0.7% | 18,895 | $3.9M |
| Geneos Wealth Management Inc. | 0.09% | Add +25.3% | 18,894 | $3.9M |
| DMKC Advisory Services, LLC | 2.02% | Add +55.7% | 18,706 | $3.9M |
| JMG Financial Group, Ltd. | 0.12% | Reduce -2.7% | 18,825 | $3.9M |
| FLC Capital Advisors | 0.79% | No change | 18,783 | $3.8M |
| Farmers & Merchants Investments Inc. | 0.11% | Reduce -4.6% | 18,782 | $3.8M |
| CoreFirst Bank & Trust | 2.16% | Reduce -0.6% | 18,730 | $3.8M |
| KCM Investment Advisors LLC | 0.13% | Add +0.5% | 18,697 | $3.8M |
| Kelleher Financial Advisors | 1.33% | Add +6.0% | 18,675 | $3.8M |
| Financial Management Network Inc. | 0.68% | Add +0.1% | 18,350 | $3.8M |
| Novak & Powell Financial Services, Inc. | 2.63% | Reduce -0.4% | 18,521 | $3.8M |
| Safeguard Investment Advisory Group, LLC | 0.94% | Reduce -0.4% | 18,420 | $3.8M |
| Baron Wealth Management LLC | 1.34% | Reduce -0.5% | 18,416 | $3.8M |
| Embree Financial Group | 0.57% | No change | 18,354 | $3.8M |
| Whipplewood Advisors, LLC | 2.05% | Add +444.1% | 18,237 | $3.7M |
| Stablepoint Partners, LLC | 0.63% | Reduce -3.6% | 18,235 | $3.7M |
| Albion Financial Group | 0.24% | Add +3.2% | 18,195 | $3.7M |
| Sugar Maple Asset Management, LLC | 2.88% | Add +11.4% | 18,044 | $3.7M |
| Keystone Wealth Services, LLC | 0.89% | Reduce -8.2% | 18,035 | $3.7M |
| D'Orazio & Associates, Inc. | 0.52% | Reduce -11.1% | 17,851 | $3.7M |
| Charter Oak Capital Management, LLC | 0.31% | Reduce -2.8% | 17,832 | $3.6M |
| UMB Bank, n.a. | 0.06% | Reduce -0.1% | 17,801 | $3.6M |
| Mill Creek Capital Advisors, LLC | 0.08% | Reduce -5.0% | 17,762 | $3.6M |
| Archford Capital Strategies, LLC | 0.46% | Reduce -4.5% | 17,749 | $3.6M |
| Fort Washington Investment Advisors Inc. | 0.02% | Reduce -5.4% | 17,647 | $3.6M |
| Buttonwood Financial Advisors Inc. | 1.44% | Reduce -0.6% | 17,506 | $3.6M |
| Bank of Hawaii | 0.19% | Reduce -9.6% | 17,496 | $3.6M |
| Dentgroup LLC | 2.48% | Reduce -5.6% | 17,484 | $3.6M |
| Transamerica Financial Advisors, LLC | 0.33% | Reduce -1.6% | 17,428 | $3.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.41% | Reduce -1.3% | 18,078 | $3.6M |
| Bailard, Inc. | 0.08% | Add +366.1% | 17,342 | $3.5M |
| Beese Fulmer Investment Management, Inc. | 0.26% | Add +37.3% | 17,320 | $3.5M |
| SeaCrest Wealth Management, LLC | 0.38% | Reduce -1.8% | 17,301 | $3.5M |
| Post Resch Tallon Group Inc. | 3.43% | Reduce -0.8% | 17,275 | $3.5M |
| FMA Wealth Management, LLC | 2.62% | Add +1.9% | 17,271 | $3.5M |
| American Institute for Advanced Investment Management, LLP | 2.50% | Reduce -0.8% | 17,257 | $3.5M |
| Atticus Wealth Management, LLC | 0.94% | Reduce -0.1% | 17,077 | $3.5M |
| Benedict Financial Advisors Inc. | 0.79% | Reduce -3.8% | 17,077 | $3.5M |
| Choreo, LLC | 0.05% | Reduce -2.7% | 16,986 | $3.5M |
| Uptick Partners, LLC | 1.00% | Add +19.5% | 17,038 | $3.5M |
| Gratus Wealth Advisors, LLC | 0.53% | No change | 16,989 | $3.5M |
| Dupree Financial Group, LLC | 1.36% | Reduce -0.6% | 16,901 | $3.5M |
| L. Roy Papp & Associates, LLP | 0.41% | Reduce -0.1% | 16,878 | $3.5M |
| Financial Guidance Group, Inc. | 1.68% | Reduce -0.2% | 16,872 | $3.5M |
| Cambridge Capital Management, LLC | 1.85% | Reduce -0.1% | 16,850 | $3.4M |
| Centurion Wealth Management LLC | 0.99% | Add +3.5% | 16,801 | $3.4M |
| Hickory Asset Management, Inc. | 2.84% | Reduce -2.2% | 16,783 | $3.4M |
| Centaurus Financial, Inc. | 0.20% | Reduce -5.3% | 16,750 | $3.4M |
| Certified Advisory Corp | 0.35% | Reduce -30.1% | 16,668 | $3.4M |
| BridgePort Financial Solutions, LLC | 1.13% | Add +0.2% | 16,658 | $3.4M |
| Cannon Wealth Management Services, LLC | 2.79% | Add +3.4% | 16,649 | $3.4M |
| Sapient Capital LLC | 0.06% | Add +23.8% | 16,575 | $3.4M |
| Fonville Wealth Management LLC | 0.86% | Reduce -1.5% | 16,625 | $3.4M |
| Pinnacle Bancorp, Inc. | 1.05% | Add +1.3% | 16,567 | $3.4M |
| ICONIQ Capital, LLC | 0.06% | Reduce -0.8% | 16,466 | $3.4M |
| Farrell Financial LLC | 2.26% | Reduce -0.0% | 16,459 | $3.4M |
| Money Concepts Capital Corp. | 0.22% | Add +4.4% | 16,411 | $3.4M |
| Blue Chip Partners, LLC | 0.27% | Add +0.5% | 16,394 | $3.4M |
| Pure Financial Advisors, LLC | 0.06% | Add +143.0% | 16,372 | $3.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.28% | Reduce -2.5% | 16,371 | $3.4M |
| Simon Quick Advisors, LLC | 0.17% | Reduce -2.3% | 16,314 | $3.3M |
| Beacon Bank & Trust | 0.76% | Add +51.2% | 16,265 | $3.3M |
| Kaizen Financial Strategies | 1.70% | Reduce -6.2% | 16,253 | $3.3M |
| Optima Capital LLC | 1.78% | Add +15.0% | 16,116 | $3.3M |
| Harbor Investment Advisory, LLC | 0.29% | Reduce -6.0% | 16,122 | $3.3M |
| Wilson & Boucher Capital Management, LLC | 2.28% | Add +0.5% | 15,994 | $3.3M |
| Equitable Trust Co. | 0.16% | No change | 15,960 | $3.3M |
| Argent Trust Co | 0.12% | Add +3.0% | 15,953 | $3.3M |
| Friday Financial | 1.66% | Add +1.5% | 15,948 | $3.3M |
| Advisors Capital Management, LLC | 0.05% | Add +10.9% | 15,914 | $3.3M |
| Sax Wealth Advisors, LLC | 0.20% | Add +6.9% | 15,897 | $3.3M |
| Pension & Wealth Management Advisors, Inc. | 1.09% | Reduce -1.3% | 15,892 | $3.3M |
| Formidable Asset Management, LLC | 0.54% | No change | 16,747 | $3.2M |
| Childress Capital Advisors, LLC | 0.82% | Reduce -10.5% | 15,832 | $3.2M |
| St. Clair Advisors, LLC | 0.85% | Reduce -3.1% | 15,823 | $3.2M |
| Aspetuck Financial Management LLC | 2.43% | Reduce -2.5% | 15,736 | $3.2M |
| Compound Planning, Inc. | 0.12% | Add +0.4% | 15,586 | $3.2M |
| Axxcess Wealth Management, LLC | 0.08% | Add +0.8% | 15,520 | $3.2M |
| Johnson Financial Group, Inc. | 0.14% | Reduce -7.7% | 15,443 | $3.2M |
| Sterling Wealth Advisors Inc | 2.25% | Reduce -3.8% | 15,408 | $3.2M |
| Glen Eagle Advisors, LLC | 0.49% | Reduce -2.2% | 15,484 | $3.2M |
| Axis Wealth Partners, LLC | 2.08% | Reduce -2.6% | 15,471 | $3.2M |
| Tranquility Partners, LLC | 1.13% | Add +1.2% | 15,459 | $3.2M |
| LOM Asset Management Ltd | 1.07% | — | 15,449 | $3.2M |
| LGL Partners, LLC | 1.40% | Reduce -2.9% | 15,259 | $3.1M |
| Wilkins Miller Wealth Management, LLC | 2.11% | Add +4.1% | 15,175 | $3.1M |
| Stonegate Investment Group, LLC | 0.08% | Add +1.3% | 15,032 | $3.1M |
| Innova Wealth Partners | 1.80% | Add +7.4% | 14,981 | $3.1M |
| Royal Fund Management, LLC | 0.33% | Add +0.7% | 14,941 | $3.1M |
| Schmidt P J Investment Management Inc. | 0.53% | Reduce -15.6% | 14,956 | $3.1M |
| Tobias Financial Advisors, Inc. | 0.52% | Reduce -0.2% | 14,912 | $3.1M |
| Armstrong Advisory Group, Inc. | 0.23% | Reduce -1.0% | 14,819 | $3.0M |
| Jacobi Capital Management LLC | 0.20% | Reduce -0.0% | 14,815 | $3.0M |
| Simplicity Wealth,LLC | 0.13% | Add +203.3% | 14,685 | $3.0M |
| Clear Harbor Asset Management, LLC | 0.23% | Add +4.5% | 14,638 | $3.0M |
| Mayflower Financial Advisors, LLC | 0.42% | Reduce -0.3% | 14,585 | $3.0M |
| Wedbush Securities Inc. | 0.10% | Add +2.6% | 14,560 | $3.0M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.03% | Reduce -4.8% | 14,535 | $3.0M |
| SC&H Financial Advisors, Inc. | 0.51% | No change | 14,470 | $3.0M |
| Gouws Capital LLC | 1.80% | Reduce -0.0% | 14,428 | $3.0M |
| TBH Global Asset Management, LLC | 0.63% | Reduce -10.3% | 14,424 | $3.0M |
| Kwmg, LLC | 0.28% | Reduce -4.8% | 14,420 | $3.0M |
| Apexium Financial, LP | 0.16% | Reduce -15.7% | 14,301 | $2.9M |
| Hohimer Wealth Management, LLC | 0.52% | Add +6.4% | 14,297 | $2.9M |
| Sovran Advisors, LLC | 0.30% | Add +229.9% | 14,105 | $2.9M |
| Caldwell Sutter Capital, Inc. | 1.33% | Add +8.1% | 14,183 | $2.9M |
| FineMark National Bank & Trust | 0.10% | Add +30.1% | 14,166 | $2.9M |
| Dorsey & Whitney Trust CO LLC | 0.15% | Reduce -2.5% | 14,146 | $2.9M |
| Nicholson Meyer Capital Management, Inc. | 2.45% | Reduce -4.5% | 14,142 | $2.9M |
| Base Wealth Management LLC | 1.85% | Reduce -13.8% | 14,086 | $2.9M |
| Johnson Bixby & Associates, LLC | 0.39% | Reduce -4.3% | 14,002 | $2.9M |
| Wealthspire Retirement, LLC | 0.19% | Reduce -2.1% | 13,958 | $2.9M |
| Roundview Capital LLC | 0.19% | Add +5.8% | 13,930 | $2.9M |
| Opus Capital Group, LLC | 0.34% | Reduce -0.7% | 13,855 | $2.8M |
| Accel Wealth Management | 0.94% | Add +0.4% | 13,807 | $2.8M |
| Graypoint LLC | 0.16% | Reduce -15.9% | 13,791 | $2.8M |
| W1M Asset Management Ltd | 0.21% | Reduce -2.0% | 13,683 | $2.8M |
| Affiance Financial, LLC | 0.57% | No change | 13,615 | $2.8M |
| Citizens National Bank Trust Department | 0.56% | Reduce -1.0% | 13,596 | $2.8M |
| Relyea Zuckerberg Hanson LLC | 0.33% | Add +28.9% | 13,584 | $2.8M |
| Centricity Wealth Management, LLC | 2.22% | Add +7.3% | 13,569 | $2.8M |
| Linscomb Wealth, Inc. | 0.13% | Reduce -10.3% | 13,548 | $2.8M |
| Pekin Hardy Strauss, Inc. | 0.32% | Add +2.1% | 13,520 | $2.8M |
| Exencial Wealth Advisors, LLC | 0.10% | Reduce -1.3% | 13,461 | $2.8M |
| Beacon Bridge Wealth Partners, LLC | 1.09% | Reduce -3.9% | 13,410 | $2.7M |
| Landmark Wealth Management, LLC | 1.17% | Reduce -6.3% | 13,396 | $2.7M |
| Tocqueville Asset Management L.P. | 0.04% | No change | 13,343 | $2.7M |
| Next Capital Management LLC | 1.01% | No change | 13,342 | $2.7M |
| Atlas Capital Advisors Inc. | 0.33% | Add +0.9% | 13,295 | $2.7M |
| LeClair Wealth Partners LLC | 1.84% | Reduce -0.4% | 13,272 | $2.7M |
| Empower Advisory Group, LLC | 0.01% | Reduce -6.7% | 13,196 | $2.7M |
| Ritholtz Wealth Management | 0.06% | Add +0.5% | 13,156 | $2.7M |
| Cornerstone Management, Inc. | 0.47% | Add +45.2% | 13,147 | $2.7M |
| Breed's Hill Capital LLC | 1.29% | No change | 13,112 | $2.7M |
| Pittenger & Anderson Inc. | 0.10% | Add +2.3% | 13,088 | $2.7M |
| First Command Advisory Services, Inc. | 0.02% | Reduce -6.8% | 13,071 | $2.7M |
| Crescent Grove Advisors, LLC | 0.26% | No change | 13,000 | $2.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +5.4% | 13,006 | $2.7M |
| Miramar Capital, LLC | 0.62% | Add +17.0% | 12,902 | $2.6M |
| Advisory Research Inc. | 0.40% | No change | 12,868 | $2.6M |
| SRH Advisors, LLC | 0.80% | No change | 12,863 | $2.6M |
| Bath Savings Trust Co | 0.27% | Add +9.2% | 12,862 | $2.6M |
| Sonata Capital Group Inc. | 1.05% | Reduce -1.7% | 12,818 | $2.6M |
| Anchor Investment Management, LLC | 0.23% | Add +0.2% | 12,788 | $2.6M |
| International Assets Investment Management, LLC | 0.21% | Add +3.0% | 12,773 | $2.6M |
| Tarbox Family Office, Inc. | 0.39% | Reduce -1.4% | 12,739 | $2.6M |
| Wellspring Financial Advisors, LLC | 0.23% | Reduce -0.0% | 12,736 | $2.6M |
| Burling Wealth Partners, LLC | 0.48% | Reduce -7.3% | 12,711 | $2.6M |
| Bulwark Capital Corp | 2.18% | — | 12,627 | $2.6M |
| Sunburst Financial Group, LLC | 0.58% | No change | 12,611 | $2.6M |
| Leeward Financial Partners, LLC | 0.81% | Reduce -0.1% | 12,561 | $2.6M |
| Hazlett, Burt & Watson, Inc. | 1.05% | Reduce -0.8% | 12,556 | $2.6M |
| SteelPeak Wealth, LLC | 0.10% | Add +14.5% | 12,497 | $2.6M |
| Belpointe Asset Management LLC | 0.11% | Add +11.3% | 12,521 | $2.6M |
| Patton Albertson Miller Group, LLC | 0.34% | Reduce -5.0% | 12,508 | $2.6M |
| Caldwell Trust Co | 0.26% | Add +0.7% | 12,498 | $2.6M |
| Hall Capital Management Co. Inc. | 1.08% | Reduce -0.0% | 12,472 | $2.6M |
| Aviance Capital Partners, LLC | 0.33% | Reduce -1.9% | 12,462 | $2.6M |
| Southeast Asset Advisors, LLC | 0.30% | Add +8.5% | 12,431 | $2.5M |
| Oliver Luxxe Assets LLC | 0.45% | Add +0.3% | 12,408 | $2.5M |
| Evercore Wealth Management, LLC | 0.04% | No change | 12,387 | $2.5M |
| Tandem Capital Management Corp. | 1.28% | Reduce -0.2% | 12,338 | $2.5M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.91% | Add +0.3% | 12,114 | $2.5M |
| Van Hulzen Asset Management, LLC | 0.21% | Reduce -0.4% | 12,256 | $2.5M |
| Stock Yards Bank & Trust Co. | 0.08% | Add +6.1% | 12,212 | $2.5M |
| Charter Capital Management, LLC\DE | 1.46% | — | 12,177 | $2.5M |
| Lion Street Advisors, LLC | 0.75% | No change | 12,152 | $2.5M |
| Joseph P. Lucia & Associates, LLC | 1.02% | No change | 12,147 | $2.5M |
| Becker Capital Management Inc. | 0.08% | Add +5.0% | 12,090 | $2.5M |
| WFA of San Diego, LLC | 1.82% | — | 12,050 | $2.5M |
| Eq Wealth Advisors, LLC | 1.67% | Reduce -19.2% | 11,990 | $2.5M |
| Cornell Pochily Investment Advisors, Inc. | 0.80% | Reduce -2.3% | 11,962 | $2.4M |
| Strategic Investment Solutions, Inc. | 0.74% | Reduce -17.3% | 11,938 | $2.4M |
| MSH Capital Advisors LLC | 0.70% | Add +24.7% | 11,915 | $2.4M |
| Strategic Wealth Partners, Ltd. | 0.19% | — | 11,853 | $2.4M |
| Great Lakes Advisors, LLC | 0.02% | Add +0.7% | 11,831 | $2.4M |
| Verity & Verity, LLC | 0.21% | Add +4.6% | 11,800 | $2.4M |
| Lanark Financial, Inc. | 0.20% | Add +23.4% | 11,780 | $2.4M |
| West Bancorporation Inc. | 1.51% | Reduce -0.3% | 11,712 | $2.4M |
| Galvin, Gaustad & Stein, LLC | 0.21% | Add +3.1% | 11,708 | $2.4M |
| FC Advisory LLC | 0.74% | Add +5.8% | 11,685 | $2.4M |
| Capstone Wealth Management Group LLC | 1.73% | Reduce -0.5% | 11,640 | $2.4M |
| CGN Advisors LLC | 0.21% | Reduce -8.4% | 11,619 | $2.4M |
| Roberts Glore & Co. Inc. | 0.69% | Reduce -0.7% | 11,558 | $2.4M |
| Madison Asset Management, LLC | 0.03% | Reduce -60.9% | 11,557 | $2.4M |
| Capital Investment Advisory Services, LLC | 0.19% | Reduce -5.2% | 11,504 | $2.4M |
| Latitude Advisors, LLC | 1.18% | Add +0.6% | 11,492 | $2.4M |
| Foundations Investment Advisors, LLC | 0.04% | Reduce -57.9% | 11,451 | $2.3M |
| First National Trust Co | 0.09% | Reduce -0.6% | 11,445 | $2.3M |
| Hicks Capital Management LLC | 3.70% | Reduce -8.9% | 11,416 | $2.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Add +3.7% | 11,397 | $2.3M |
| Finward Bancorp | 1.84% | Add +7.7% | 11,356 | $2.3M |
| Eldridge Investment Advisors, Inc. | 0.49% | Reduce -0.7% | 11,354 | $2.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Reduce -8.2% | 11,344 | $2.3M |
| Colonial Trust Co / SC | 0.34% | Add +0.3% | 11,275 | $2.3M |
| Fidelis Capital Partners, LLC | 0.21% | Add +3.2% | 11,111 | $2.3M |
| Krilogy Financial LLC | 0.13% | Reduce -2.0% | 11,213 | $2.3M |
| GM Advisory Group, LLC | 0.11% | Add +24.8% | 11,196 | $2.3M |
| Ehrlich Financial Group | 1.48% | Reduce -37.5% | 11,195 | $2.3M |
| GWN Securities Inc. | 0.42% | Reduce -56.8% | 11,072 | $2.3M |
| Proficio Capital Partners LLC | 0.14% | Reduce -15.2% | 11,152 | $2.3M |
| Smith Salley Wealth Management | 0.13% | Reduce -0.1% | 11,106 | $2.3M |
| Weinberger Asset Management, Inc | 0.88% | Reduce -3.8% | 11,104 | $2.3M |
| Thoroughbred Financial Services, LLC | 0.16% | Reduce -14.7% | 11,007 | $2.3M |
| MKT Advisors LLC | 0.89% | Reduce -2.9% | 10,846 | $2.2M |
| Walkner Condon Financial Advisors LLC | 0.41% | Reduce -4.8% | 10,892 | $2.2M |
| Private Trust Co. NA | 0.21% | Reduce -9.6% | 10,878 | $2.2M |
| Nicolet Advisory Services, LLC | 0.19% | Reduce -5.2% | 10,908 | $2.2M |
| United Services Automobile Association | 0.23% | Reduce -3.2% | 10,867 | $2.2M |
| Pitti Group Wealth Management, LLC | 1.92% | Add +5.8% | 10,846 | $2.2M |
| Wealthcare Capital Partners, LLC | 1.11% | Add +0.6% | 10,815 | $2.2M |
| Duncan Williams Asset Management, LLC | 0.70% | Reduce -5.8% | 10,814 | $2.2M |
| Williams Jones Wealth Management, LLC. | 0.03% | Reduce -2.7% | 10,738 | $2.2M |
| Capital City Trust Co. | 0.57% | Add +32.2% | 10,735 | $2.2M |
| Perennial Investment Advisors, LLC | 0.21% | Reduce -5.3% | 10,716 | $2.2M |
| Gateway Wealth Partners, LLC | 0.42% | Add +9.1% | 10,712 | $2.2M |
| Durante & Waters, LLC | 1.72% | No change | 10,681 | $2.2M |
| Collective Family Office LLC | 0.56% | Add +0.0% | 10,673 | $2.2M |
| Regions Financial Corp. | 0.01% | Reduce -1.8% | 10,660 | $2.2M |
| Private Advisory Group LLC | 0.20% | New | 10,654 | $2.2M |
| Atlantic Union Bankshares Corp | 0.05% | New | 10,606 | $2.2M |
| First PREMIER Bank | 0.52% | Reduce -4.6% | 10,589 | $2.2M |
| Petix & Botte Co | 0.53% | Reduce -24.1% | 10,557 | $2.2M |
| Pps&v Asset Management Consultants, Inc. | 1.36% | Reduce -2.4% | 10,535 | $2.2M |
| WNY Asset Management, LLC | 0.24% | Add +11.1% | 10,527 | $2.2M |
| Cambridge Financial Group, LLC | 0.81% | Add +0.8% | 10,511 | $2.2M |
| Robinson Smith Wealth Advisors LLC | 1.72% | Add +3.8% | 10,509 | $2.2M |
| Blue Edge Capital, LLC | 0.32% | Reduce -2.7% | 10,426 | $2.1M |
| Emerald Advisors, LLC | 0.27% | Add +5.0% | 10,413 | $2.1M |
| waypoint wealth counsel | 1.05% | Add +0.3% | 10,379 | $2.1M |
| Meridian Financial Advisors, LLC | 1.37% | No change | 10,350 | $2.1M |
| Tudor Financial Inc. | 1.20% | Reduce -1.2% | 10,319 | $2.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.08% | Reduce -3.5% | 10,273 | $2.1M |
| Acima Private Wealth, LLC | 0.71% | No change | 10,225 | $2.1M |
| CJM Wealth Advisers, Ltd. | 0.70% | No change | 10,222 | $2.1M |
| LRI Investments, LLC | 0.18% | Reduce -0.1% | 10,124 | $2.1M |
| Defined Wealth Management, LLC | 1.28% | Reduce -1.3% | 10,094 | $2.1M |
| LexAurum Advisors, LLC | 0.33% | Reduce -6.7% | 10,026 | $2.1M |
| KDT Advisors, LLC | 3.28% | No change | 9,940 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -17.9% | 9,935 | $2.0M |
| Reynders McVeigh Capital Management, LLC | 0.10% | Reduce -13.7% | 9,902 | $2.0M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.66% | Reduce -1.1% | 9,855 | $2.0M |
| IMS Capital Management | 0.94% | Add +0.3% | 9,844 | $2.0M |
| Saxon Interests, Inc. | 0.94% | No change | 10,324 | $2.0M |
| Wetzel Investment Advisors, Inc. | 0.92% | Reduce -17.8% | 9,711 | $2.0M |
| TFG Advisers LLC | 0.68% | Reduce -0.3% | 9,688 | $2.0M |
| Founders Financial Alliance, LLC | 0.45% | Add +2.4% | 9,657 | $2.0M |
| RPG Investment Advisory, LLC | 0.25% | Reduce -45.1% | 9,650 | $2.0M |
| Silverlake Wealth Management LLC | 0.58% | Add +39.6% | 9,636 | $2.0M |
| Planning Center, Inc. | 0.22% | Reduce -2.5% | 9,613 | $2.0M |
| TrueWealth Advisors, LLC | 0.58% | Reduce -2.5% | 9,588 | $2.0M |
| Joseph Group Capital Management | 0.66% | Reduce -4.8% | 9,581 | $2.0M |
| Wingate Wealth Advisors, Inc. | 1.75% | Add +17.3% | 9,580 | $2.0M |
| Vantage Financial Partners, LLC | 0.45% | Add +1.2% | 9,569 | $2.0M |
| Valley Forge Investment Consultants Inc. Adv | 0.62% | Reduce -0.9% | 9,500 | $1.9M |
| PGIM Custom Harvest LLC | 0.04% | Reduce -15.5% | 9,485 | $1.9M |
| Round Rock Advisors LLC | 0.33% | Reduce -13.1% | 9,471 | $1.9M |
| Capital Advisors Inc. | 0.03% | No change | 9,456 | $1.9M |
| IRON Financial LLC | 1.02% | Add +30.9% | 9,442 | $1.9M |
| Ascent Group, LLC | 0.08% | Reduce -0.6% | 9,420 | $1.9M |
| Spinnaker Investment Group, LLC | 0.45% | Reduce -16.6% | 9,392 | $1.9M |
| Fiduciary Alliance LLC | 0.14% | Add +96.0% | 9,337 | $1.9M |
| Fortis Group Advisors, LLC | 0.34% | Reduce -28.2% | 9,196 | $1.9M |
| Power Wealth Management LLC | 0.72% | Reduce -10.4% | 9,210 | $1.9M |
| Cassaday & Co Wealth Management LLC | 0.05% | Reduce -7.8% | 9,170 | $1.9M |
| RFG Advisory, LLC | 0.04% | Reduce -37.5% | 9,167 | $1.9M |
| Novare Capital Management LLC | 0.15% | Reduce -3.3% | 9,143 | $1.9M |
| Sagace Wealth Management LLC | 1.39% | Reduce -11.3% | 9,115 | $1.9M |
| Bridgewealth Advisory Group, LLC | 0.47% | Add +22.4% | 9,114 | $1.9M |
| BNC Wealth Management, LLC | 0.55% | Add +19.6% | 9,046 | $1.9M |
| Realta Investment Advisors | 0.73% | Reduce -0.2% | 9,031 | $1.8M |
| Blue Trust, Inc. | 0.02% | Add +18.9% | 8,935 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -30.6% | 8,934 | $1.8M |
| Sweeney & Michel, LLC | 0.65% | Add +0.3% | 8,872 | $1.8M |
| AAFMAA Wealth Management & Trust LLC | 0.75% | Add +66.1% | 8,910 | $1.8M |
| TPG Advisors LLC | 1.32% | Add +0.6% | 8,894 | $1.8M |
| Nova R Wealth, Inc. | 0.85% | Reduce -1.6% | 8,892 | $1.8M |
| Sepio Capital, LP | 0.13% | Add +0.1% | 8,841 | $1.8M |
| DF Dent & Co. Inc. | 0.02% | Add +19.0% | 8,807 | $1.8M |
| Smartleaf Asset Management LLC | 0.16% | Add +0.4% | 8,820 | $1.8M |
| Cape Cod Five Cents Savings Bank | 0.16% | No change | 9,080 | $1.8M |
| BOS Asset Management, LLC | 0.58% | Add +0.3% | 8,773 | $1.8M |
| Stanich Group LLC | 1.61% | Reduce -4.7% | 8,688 | $1.8M |
| Thrive Capital Management, LLC | 0.56% | Add +61.9% | 8,748 | $1.8M |
| Cypress Wealth Services, LLC | 0.32% | Add +0.5% | 8,741 | $1.8M |
| Talisman Wealth Advisors LLC | 1.63% | No change | 8,715 | $1.8M |
| Wilmington Savings Fund Society, FSB | 0.03% | Reduce -39.7% | 8,668 | $1.8M |
| M.E. Allison & Co., Inc. | 1.42% | Add +2.4% | 8,628 | $1.8M |
| Wesbanco Bank Inc. | 0.05% | Add +23.3% | 8,575 | $1.8M |
| Angeles Wealth Management, LLC | 0.12% | Reduce -2.9% | 8,572 | $1.8M |
| FreeGulliver LLC | 0.81% | Reduce -75.7% | 8,570 | $1.8M |
| Baring Financial LLC | 1.31% | Add +1.3% | 8,556 | $1.8M |
| Roger Wittlin Investment Advisory, LLC | 0.97% | Reduce -0.7% | 8,534 | $1.7M |
| Keel Point, LLC | 0.12% | Add +33.2% | 8,495 | $1.7M |
| Creative Financial Designs Inc. | 0.12% | Reduce -1.3% | 8,446 | $1.7M |
| Chicago Capital, LLC | 0.04% | Add +5.9% | 8,428 | $1.7M |
| Thompson Davis & Co., Inc. | 1.17% | Add +12.3% | 8,421 | $1.7M |
| MOKAN Wealth Management Inc. | 0.96% | Add +9.5% | 8,419 | $1.7M |
| Avity Investment Management Inc. | 0.13% | Add +3.4% | 8,402 | $1.7M |
| Cutler Investment Counsel LLC | 0.19% | Add +0.2% | 8,341 | $1.7M |
| Integrity Financial Corp | 0.87% | Add +41.9% | 8,293 | $1.7M |
| CFS Investment Advisory Services, LLC | 0.14% | Add +18.0% | 8,282 | $1.7M |
| Jaffetilchin Investment Partners, LLC | 0.11% | Add +0.6% | 8,279 | $1.7M |
| Hartmann Taylor Wealth Management, LLC | 1.41% | Reduce -0.1% | 8,263 | $1.7M |
| Red Mountain Financial, LLC | 1.88% | Add +6.5% | 8,254 | $1.7M |
| Keudell/Morrison Wealth Management | 0.37% | Reduce -6.3% | 8,250 | $1.7M |
| GK Wealth Management LLC | 1.66% | Add +6.0% | 8,154 | $1.7M |
| Motco | 0.16% | Reduce -0.1% | 8,097 | $1.7M |
| Insight Advisors, LLC/ PA | 0.27% | Reduce -25.1% | 8,120 | $1.7M |
| Moneco Advisors, LLC | 0.15% | Reduce -6.7% | 8,099 | $1.7M |
| WESCAP Management Group, Inc. | 0.38% | Add +18.8% | 8,083 | $1.7M |
| Martin Worley Group | 0.81% | Add +1.3% | 8,076 | $1.7M |
| Sand Hill Global Advisors, LLC | 0.06% | Reduce -10.7% | 8,071 | $1.7M |
| Arlington Partners LLC | 0.60% | Reduce -69.2% | 8,000 | $1.6M |
| Advisor Resource Council | 0.80% | Reduce -91.8% | 7,991 | $1.6M |
| Bluespring Wealth Management, LLC | 0.16% | Add +10.1% | 7,953 | $1.6M |
| WBH Advisory Inc. | 0.14% | Reduce -9.2% | 7,977 | $1.6M |
| Kane Investment Management, Inc. | 0.85% | Reduce -6.4% | 7,942 | $1.6M |
| Inspirion Wealth Advisors, LLC | 0.21% | No change | 7,929 | $1.6M |
| Impact Capital Partners LLC | 0.53% | Add +14.9% | 7,928 | $1.6M |
| Barclays PLC | 0.00% | Add +92.2% | 7,880 | $1.6M |
| Midwestern Financial, LLC | 1.50% | — | 7,842 | $1.6M |
| Madison Park Capital Advisors, LLC | 1.35% | Reduce -0.1% | 7,832 | $1.6M |
| Capstone Wealth Management Group, LLC | 1.53% | Add +11.7% | 7,777 | $1.6M |
| Duncker Streett & Co. Inc. | 0.29% | Reduce -8.4% | 7,775 | $1.6M |
| Savvy Advisors, Inc. | 0.11% | Add +24.7% | 7,770 | $1.6M |
| AIMZ Investment Advisors, LLC | 0.53% | Reduce -9.3% | 7,742 | $1.6M |
| Eastern Bank | 0.03% | No change | 7,738 | $1.6M |
| Key Client Fiduciary Advisors, LLC | 0.65% | Add +31.2% | 7,722 | $1.6M |
| Nadler Financial Group, Inc. | 0.16% | No change | 7,669 | $1.6M |
| SageView Advisory Group, LLC | 0.06% | Reduce -0.2% | 7,502 | $1.6M |
| Debussy Capital Management LP | 0.23% | Reduce -1.1% | 7,630 | $1.6M |
| Kelman-Lazarov, Inc. | 0.25% | No change | 7,602 | $1.6M |
| HRT Financial LP | 0.01% | New | 7,595 | $1.6M |
| Ironwood Investment Counsel, LLC | 0.24% | Reduce -13.2% | 7,586 | $1.6M |
| Bienville Capital Management, LLC | 0.31% | Reduce -8.2% | 7,548 | $1.6M |
| Atlantic Edge Private Wealth Management, LLC | 0.43% | Reduce -3.2% | 7,578 | $1.6M |
| Horst & Graben Wealth Management LLC | 0.26% | Reduce -1.3% | 7,559 | $1.5M |
| Sachetta, LLC | 0.61% | Reduce -0.6% | 7,559 | $1.5M |
| Note Advisors, LLC | 1.07% | Add +8.0% | 7,554 | $1.5M |
| Birchcreek Wealth Management, LLC | 0.87% | No change | 7,502 | $1.5M |
| Arq Wealth Advisors, LLC | 0.53% | No change | 7,903 | $1.5M |
| Montis Financial, LLC | 0.43% | No change | 7,479 | $1.5M |
| Lansing Street Advisors | 0.45% | No change | 7,424 | $1.5M |
| Freestone Capital Holdings, LLC | 0.05% | Reduce -26.0% | 7,454 | $1.5M |
| Richard C. Young & CO., LTD. | 0.15% | Add +6.4% | 7,447 | $1.5M |
| Old North State Wealth Management, LLC | 0.79% | Reduce -0.7% | 7,440 | $1.5M |
| Vident Advisory, LLC | 0.02% | Reduce -7.7% | 7,425 | $1.5M |
| Bokf, NA | 0.02% | Reduce -20.8% | 7,419 | $1.5M |
| Ridgewood Investments LLC | 0.66% | Add +19.6% | 7,414 | $1.5M |
| Compass Financial Services Inc | 0.73% | Reduce -1.4% | 7,335 | $1.5M |
| First American Bank | 0.10% | No change | 7,334 | $1.5M |
| Traphagen Investment Advisors LLC | 0.14% | Add +9.8% | 7,326 | $1.5M |
| Arbor Wealth Advisors LLC | 1.21% | No change | 7,282 | $1.5M |
| Saxony Capital Management, LLC | 1.14% | Add +79.2% | 7,272 | $1.5M |
| One Charles Private Wealth Services, LLC | 0.42% | Reduce -1.0% | 7,256 | $1.5M |
| Darrow Company, Inc. | 0.75% | No change | 7,255 | $1.5M |
| Mystic Asset Management, Inc. | 0.36% | Add +0.4% | 7,254 | $1.5M |
| Larson Financial Group LLC | 0.06% | Reduce -0.3% | 7,246 | $1.5M |
| Townsquare Capital LLC | 0.14% | Reduce -94.3% | 7,226 | $1.5M |
| Navis Wealth Advisors, LLC | 1.24% | No change | 7,207 | $1.5M |
| Manhattan West Asset Management, LLC | 0.34% | Add +2.4% | 7,164 | $1.5M |
| Lake Street Private Wealth, LLC | 0.21% | Reduce -0.7% | 7,140 | $1.5M |
| Fortis Capital Advisors, LLC | 0.26% | Add +3.7% | 7,099 | $1.5M |
| Fiduciary Family Office, LLC | 0.47% | Add +12.3% | 7,075 | $1.4M |
| Carret Asset Management, LLC | 0.15% | Add +2.8% | 7,049 | $1.4M |
| Callan Family Office, LLC | 0.05% | Add +4.5% | 7,016 | $1.4M |
| Well Done, LLC | 0.27% | Add +19.9% | 7,002 | $1.4M |
| Forum Financial Management, LP | 0.02% | Add +0.4% | 6,994 | $1.4M |
| Liberty Square Wealth Partners LLC | 0.49% | Reduce -2.4% | 6,976 | $1.4M |
| Integras Partners LLC | 1.53% | Reduce -6.1% | 6,968 | $1.4M |
| Piedmont Capital Management, LLC | 0.82% | Add +1.7% | 6,950 | $1.4M |
| Avior Wealth Management, LLC | 0.05% | Add +5.2% | 6,941 | $1.4M |
| Versant Capital Management, Inc | 0.22% | No change | 6,940 | $1.4M |
| Keystone Global Partners, LLC | 0.77% | Add +146.6% | 6,928 | $1.4M |
| Townsend Asset Management Corp. /NC/ | 0.51% | Add +0.1% | 6,909 | $1.4M |
| Mascagni Wealth Management, Inc. | 1.20% | Reduce -0.4% | 6,874 | $1.4M |
| Catalina Capital Group, LLC | 0.95% | Reduce -0.0% | 6,870 | $1.4M |
| Aries Wealth Management | 0.37% | Reduce -25.6% | 6,836 | $1.4M |
| Philip James Wealth Mangement, LLC | 0.18% | Reduce -0.4% | 6,823 | $1.4M |
| Klingman & Associates, LLC | 0.08% | Reduce -1.1% | 6,821 | $1.4M |
| Essex Bank | 0.33% | Add +0.6% | 6,814 | $1.4M |
| ORG Partners LLC | 0.30% | Reduce -11.7% | 6,742 | $1.4M |
| Horan Securities, Inc. | 0.49% | Add +17.5% | 6,768 | $1.4M |
| Everett Harris & Co. | 0.02% | Reduce -1.1% | 6,765 | $1.4M |
| Decker Retirement Planning Inc. | 0.80% | Add +11524.1% | 6,742 | $1.4M |
| Frank, Rimerman Advisors LLC | 0.09% | Add +0.0% | 6,715 | $1.4M |
| Community Bank, N.A. | 0.18% | Reduce -2.1% | 6,711 | $1.4M |
| Catalyst Financial Partners LLC | 0.15% | Reduce -0.0% | 6,701 | $1.4M |
| Baxter Bros Inc. | 0.17% | Add +25.6% | 6,686 | $1.4M |
| Monograph Wealth Advisors, LLC | 0.17% | Reduce -2.2% | 6,627 | $1.4M |
| Atria Investments, Inc | 0.02% | Add +73.2% | 6,646 | $1.4M |
| Weik Capital Management | 0.54% | Reduce -2.1% | 6,625 | $1.4M |
| Godshalk Welsh Capital Management, Inc. | 0.83% | Reduce -7.9% | 6,622 | $1.4M |
| Aua Capital Management, LLC | 0.81% | No change | 6,613 | $1.4M |
| Biltmore Family Office, LLC | 0.23% | Add +0.5% | 6,553 | $1.3M |
| Crux Wealth Advisors | 0.57% | Add +0.6% | 6,576 | $1.3M |
| Silver Oak Wealth Advisors Services, LLC | 0.96% | Add +0.5% | 6,541 | $1.3M |
| TAGStone Capital, Inc. | 0.55% | Add +16.9% | 6,447 | $1.3M |
| Wexford Capital LP | 0.37% | No change | 6,524 | $1.3M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -0.5% | 6,490 | $1.3M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.53% | Add +5.7% | 6,462 | $1.3M |
| Austin Private Wealth, LLC | 0.10% | Reduce -7.1% | 6,449 | $1.3M |
| Mayfair Advisory Group, LLC | 0.62% | Add +0.2% | 6,354 | $1.3M |
| Black Diamond Financial, LLC | 0.20% | Reduce -5.9% | 6,424 | $1.3M |
| Bluesphere Advisors LLC | 0.65% | Reduce -4.8% | 6,413 | $1.3M |
| Pettinga Financial Advisors LLC | 0.29% | Reduce -21.9% | 6,412 | $1.3M |
| Luminvest Wealth Management LLC | 0.47% | Reduce -0.9% | 6,364 | $1.3M |
| Harmony Asset Management LLC | 0.49% | No change | 6,354 | $1.3M |
| Syverson Strege & Co | 0.31% | No change | 6,336 | $1.3M |
| C M Bidwell & Associates Ltd. | 0.67% | Reduce -17.6% | 6,328 | $1.3M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.09% | No change | 6,290 | $1.3M |
| RVW Wealth, LLC | 0.11% | No change | 6,272 | $1.3M |
| RDA Financial Network | 0.35% | Add +2.5% | 6,266 | $1.3M |
| Summit Wealth Partners, LLC | 0.24% | No change | 6,252 | $1.3M |
| Busey Bank | 0.04% | Reduce -0.0% | 6,248 | $1.3M |
| Nilsine Partners, LLC | 0.13% | Reduce -11.4% | 6,242 | $1.3M |
| Dempze Nancy E | 0.74% | No change | 6,231 | $1.3M |
| Sunbelt Securities, Inc. | 0.11% | Reduce -0.0% | 6,508 | $1.3M |
| QRG Capital Management, Inc. | 0.01% | Add +0.7% | 6,221 | $1.3M |
| MFA Wealth Services | 0.96% | No change | 6,220 | $1.3M |
| Patten Group, Inc. | 0.27% | Reduce -2.9% | 6,218 | $1.3M |
| Mad River Investors | 0.57% | No change | 6,200 | $1.3M |
| Ashton Thomas Securities, LLC | 0.31% | No change | 6,188 | $1.3M |
| Wolfstich Capital, LLC | 2.78% | Add +36.6% | 6,186 | $1.3M |
| XML Financial, LLC | 0.11% | Add +9.2% | 6,183 | $1.3M |
| Wolff Financial Management LLC | 0.33% | No change | 6,183 | $1.3M |
| Gallacher Capital Management LLC | 0.58% | Reduce -9.3% | 6,148 | $1.3M |
| First Citizens Bank & Trust Co. | 0.02% | Add +0.6% | 6,147 | $1.3M |
| Horizon Wealth Management, LLC | 0.22% | Add +0.8% | 6,144 | $1.3M |
| BlueChip Wealth Advisors LLC | 0.52% | Add +15.6% | 6,122 | $1.3M |
| Siligmueller & Norvid Wealth Advisors LLC | 0.49% | Add +5.0% | 6,097 | $1.3M |
| Highview Capital Management LLC | 0.48% | Reduce -0.4% | 6,109 | $1.3M |
| Cooper/Haims Advisors, LLC | 0.61% | No change | 6,086 | $1.2M |
| Everhart Financial Group, Inc. | 0.14% | Add +228.1% | 6,050 | $1.2M |
| Assetmark, Inc. | 0.00% | Reduce -91.6% | 6,045 | $1.2M |
| Tenret Co LLC | 0.67% | No change | 6,040 | $1.2M |
| Sovereign Financial Group, Inc. | 0.25% | Add +5.9% | 6,034 | $1.2M |
| Clear Point Advisors Inc. | 1.04% | Add +1.3% | 6,030 | $1.2M |
| Private Management Group Inc. | 0.04% | Add +47.9% | 6,024 | $1.2M |
| Lowe Brockenbrough & Co. Inc. | 0.07% | Add +7.1% | 6,022 | $1.2M |
| Ledgewood Wealth Advisors, LLC | 0.77% | Reduce -1.8% | 6,006 | $1.2M |
| Gutierrez Wealth Advisory, LLC | 0.82% | New | 6,004 | $1.2M |
| Viawealth, LLC | 0.73% | Reduce -8.1% | 6,001 | $1.2M |
| BTG Pactual Asset Management US LLC | 0.17% | No change | 5,985 | $1.2M |
| Fortitude Advisory Group L.L.C. | 0.70% | Add +4.3% | 5,973 | $1.2M |
| Ignite Planners, LLC | 0.21% | Add +16.8% | 5,926 | $1.2M |
| Secure Asset Management, LLC | 0.23% | Add +13.1% | 5,959 | $1.2M |
| Littlejohn Financial Services, Inc. | 0.94% | Add +1.5% | 5,954 | $1.2M |
| Invst, LLC | 0.15% | Add +12.6% | 5,927 | $1.2M |
| Essex LLC | 0.24% | No change | 5,924 | $1.2M |
| Ethos Financial Group, LLC | 0.10% | Reduce -39.9% | 5,888 | $1.2M |
| Objective Capital Management, LLC | 1.36% | Reduce -3.2% | 5,899 | $1.2M |
| Great Diamond Partners, LLC | 0.25% | Reduce -2.2% | 5,833 | $1.2M |
| Quaker Wealth Management, LLC | 0.40% | — | 5,831 | $1.2M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -64.8% | 5,826 | $1.2M |
| Beacon Capital Management, LLC | 0.16% | Reduce -14.3% | 5,822 | $1.2M |
| Daymark Wealth Partners, LLC | 0.05% | Add +0.6% | 5,819 | $1.2M |
| Core Wealth Advisors, Inc. | 0.34% | Add +11.5% | 5,810 | $1.2M |
| Novus Advisors, LLC | 1.80% | Reduce -54.0% | 5,772 | $1.2M |
| Collaborative Wealth Managment Inc. | 0.52% | Reduce -10.4% | 5,770 | $1.2M |
| Kathmere Capital Management, LLC | 0.09% | Add +32.3% | 5,768 | $1.2M |
| Squarepoint Ops LLC | 0.00% | New | 5,768 | $1.2M |
| Abacus Wealth Partners, LLC | 0.18% | Add +0.2% | 5,740 | $1.2M |
| ERn Financial, LLC | 0.25% | Reduce -0.4% | 5,717 | $1.2M |
| Silver Lake Advisory, LLC | 0.50% | Add +11.7% | 5,714 | $1.2M |
| DBK Financial Counsel, LLC | 1.06% | Reduce -17.8% | 5,704 | $1.2M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.23% | Add +2.5% | 5,701 | $1.2M |
| Evernest Financial Advisors, LLC | 0.38% | No change | 5,694 | $1.2M |
| Tsfg, LLC | 0.21% | No change | 5,680 | $1.2M |
| Evergreen Advisors, LLC | 0.31% | Reduce -0.0% | 5,673 | $1.2M |
| Coppell Advisory Solutions LLC | 0.14% | Add +2.5% | 5,664 | $1.2M |
| Carson Advisory Inc. | 0.73% | Add +0.6% | 5,631 | $1.2M |
| Trifecta Capital Advisors, LLC | 0.19% | No change | 5,629 | $1.2M |
| Palisade Asset Management, LLC | 0.11% | Reduce -0.0% | 5,625 | $1.2M |
| WealthCare Investment Partners, LLC | 0.41% | Reduce -0.8% | 5,527 | $1.1M |
| Fiduciary Group, LLC | 0.11% | Reduce -2.1% | 5,601 | $1.1M |
| IFG Advisors, LLC | 0.19% | Reduce -5.8% | 5,592 | $1.1M |
| Barnes Wealth Management Group, Inc | 0.68% | Reduce -5.0% | 5,590 | $1.1M |
| Front Row Advisors LLC | 0.40% | Add +0.5% | 5,540 | $1.1M |
| Gradient Capital Advisors, LLC | 0.34% | Add +0.5% | 5,562 | $1.1M |
| Blossom Wealth Management | 2.00% | Add +3.4% | 5,527 | $1.1M |
| Claris Financial LLC | 0.85% | Add +4.8% | 5,523 | $1.1M |
| Wiser Wealth Management, Inc | 0.28% | Reduce -21.8% | 5,520 | $1.1M |
| Elmwood Wealth Management, Inc. | 0.45% | Reduce -1.8% | 5,513 | $1.1M |
| First Bancorp, Inc | 0.65% | Reduce -0.3% | 5,508 | $1.1M |
| Christensen, King & Associates Investment Services, Inc. | 0.52% | Add +1.4% | 5,501 | $1.1M |
| Baldwin Wealth Partners LLC | 0.08% | No change | 5,500 | $1.1M |
| Lincoln Capital Corp. | 0.43% | No change | 5,495 | $1.1M |
| Northwest Bancshares, Inc. | 0.20% | No change | 5,493 | $1.1M |
| Trademark Financial Management, LLC | 0.68% | Add +21.0% | 5,471 | $1.1M |
| KOM Wealth Management Group, LLC | 0.89% | Add +17.0% | 5,470 | $1.1M |
| Investment Planning Advisors, Inc. | 0.40% | Add +29.4% | 5,465 | $1.1M |
| Webster Bank, N. A. | 0.12% | Reduce -1.4% | 5,458 | $1.1M |
| Successful Portfolios LLC | 0.68% | Add +15.1% | 5,434 | $1.1M |
| Marble Harbor Investment Counsel, LLC | 0.12% | Add +9.3% | 5,433 | $1.1M |
| Sage Capital Advisors,llc | 0.27% | No change | 5,413 | $1.1M |
| Simmons Bank | 0.08% | Reduce -21.6% | 5,376 | $1.1M |
| Institute for Wealth Management, LLC. | 0.12% | Add +0.1% | 5,359 | $1.1M |
| Rockland Trust Co. | 0.05% | Reduce -15.5% | 5,312 | $1.1M |
| Sutton Place Investors LLC | 0.65% | No change | 5,311 | $1.1M |
| Moody LYNN Lieberson & Walker, LLC | 0.06% | No change | 5,307 | $1.1M |
| Wells Financial Advisors INC | 1.49% | No change | 5,300 | $1.1M |
| Towerpoint Wealth, LLC | 0.48% | Add +3.8% | 5,297 | $1.1M |
| Orser Capital Management, LLC | 0.77% | New | 5,285 | $1.1M |
| O'ROURKE & COMPANY, Inc | 0.50% | No change | 5,282 | $1.1M |
| McAdam, LLC | 0.06% | Add +23.4% | 5,268 | $1.1M |
| Union Savings Bank | 0.49% | No change | 5,228 | $1.1M |
| Financial Partners Group, Inc | 0.15% | Reduce -1.7% | 5,238 | $1.1M |
| Parr McKnight Wealth Management Group, LLC | 0.15% | Reduce -3.3% | 5,220 | $1.1M |
| Revolve Wealth Partners, LLC | 0.14% | No change | 5,203 | $1.1M |
| Mosaic Family Wealth Partners, LLC | 0.14% | No change | 5,178 | $1.1M |
| National Wealth Management Group, LLC | 0.59% | Add +19.9% | 5,166 | $1.1M |
| Strategic Financial Services, Inc. | 0.06% | Reduce -5.7% | 5,158 | $1.1M |
| Accredited Investors Inc. | 0.06% | Reduce -4.6% | 5,153 | $1.1M |
| Eagle Strategies LLC | 0.16% | Reduce -0.5% | 5,145 | $1.1M |
| WealthPlan Investment Management, LLC | 0.08% | Reduce -29.7% | 5,130 | $1.1M |
| Wealth Dimensions Group, Ltd. | 0.23% | Add +9.0% | 5,116 | $1.0M |
| Schrum Private Wealth Management LLC | 0.84% | Add +16.8% | 5,109 | $1.0M |
| Medallion Wealth Advisors, LLC | 0.40% | Reduce -4.8% | 5,051 | $1.0M |
| Turn8 Private Wealth Inc. | 0.75% | Reduce -39.7% | 5,076 | $1.0M |
| Jag Capital Management, LLC | 0.12% | No change | 5,075 | $1.0M |
| Burke & Herbert Bank & Trust Co. | 0.23% | Add +33.8% | 5,069 | $1.0M |
| Brown Miller Wealth Management, LLC | 0.32% | Add +1.2% | 5,067 | $1.0M |
| Partners Capital Investment Group, LLP | 0.04% | No change | 5,052 | $1.0M |
| Financial Advocates Investment Management | 0.08% | Reduce -86.7% | 5,042 | $1.0M |
| Northwest Wealth Management, LLC | 0.19% | Reduce -1.6% | 5,041 | $1.0M |
| Berger Financial Group, Inc | 0.07% | Add +7.0% | 5,037 | $1.0M |
| Indiana Trust & Investment Management Co | 0.34% | No change | 4,995 | $1.0M |
| Maple Capital Management, Inc. | 0.07% | Reduce -1.3% | 4,958 | $1.0M |
| J. W. Coons Advisors, LLC | 0.23% | Reduce -3.8% | 4,953 | $1.0M |
| Independent Wealth Network Inc. | 0.37% | Add +0.8% | 4,946 | $1.0M |
| Broyhill Asset Management, LLC | 0.92% | No change | 4,937 | $1.0M |
| MA Private Wealth | 0.18% | No change | 4,926 | $1.0M |
| Sonora Investment Management Group, LLC | 0.07% | Reduce -7.4% | 4,920 | $1.0M |
| Calton & Associates, Inc. | 0.17% | Add +5.7% | 4,888 | $1.0M |
| American State Bank (Iowa) | 0.55% | No change | 4,873 | $997K |
| Blake Schutter Theil Wealth Advisors, LLC | 1.13% | No change | 4,868 | $996K |
| Flagship Wealth Advisors, LLC | 0.38% | Reduce -18.7% | 4,866 | $996K |
| Roxbury Financial LLC | 0.97% | Reduce -3.1% | 4,865 | $996K |
| L.M. Kohn & Company | 0.27% | Reduce -60.9% | 4,863 | $995K |
| Cranbrook Wealth Management, LLC | 0.21% | Reduce -0.8% | 4,863 | $995K |
| Canandaigua National Bank & Trust Co. | 0.09% | Add +2.1% | 4,854 | $993K |
| GAMCO Investors | 0.01% | New | 4,854 | $993K |
| Telos Capital Management, Inc. | 0.10% | Add +8.2% | 4,844 | $991K |
| TCI Wealth Advisors, Inc. | 0.07% | Reduce -1.1% | 4,828 | $988K |
| First Trust Advisors LP | 0.00% | Add +87.0% | 4,826 | $988K |
| SLT Holdings LLC | 0.75% | Reduce -0.9% | 4,782 | $979K |
| Bridges Investment Management Inc. | 0.01% | No change | 4,781 | $979K |
| LongView Wealth Management | 0.30% | No change | 4,779 | $978K |
| Ritter Daniher Financial Advisory LLC / DE | 0.24% | Add +1.6% | 4,776 | $978K |
| Herold Advisors, Inc. | 0.20% | Reduce -4.0% | 4,771 | $976K |
| TruWealth Advisors, LLC | 0.05% | Reduce -0.4% | 4,760 | $974K |
| Mason Investment Advisory Services, Inc. | 0.05% | No change | 4,743 | $971K |
| Patten & Patten Inc. | 0.06% | Add +6.0% | 4,735 | $969K |
| Occidental Asset Management, LLC | 0.13% | Add +0.1% | 4,719 | $966K |
| Sawgrass Asset Management LLC | 0.11% | No change | 4,715 | $965K |
| Thompson Siegel & Walmsley LLC | 0.02% | Add +23.8% | 4,711 | $964K |
| Agate Pass Investment Management, LLC | 0.40% | Add +6.1% | 4,710 | $964K |
| Grey Ledge Advisors, LLC | 0.24% | Add +0.6% | 4,710 | $964K |
| Portside Wealth Group, LLC | 0.14% | Reduce -3.1% | 4,702 | $962K |
| RTD Financial Advisors, Inc. | 0.12% | Add +3.2% | 4,698 | $962K |
| Vaughan David Investments LLC | 0.02% | Reduce -0.9% | 4,690 | $960K |
| Cadence Bank | 0.06% | Reduce -17.6% | 4,689 | $960K |
| Summit Financial Wealth Advisors, LLC | 0.17% | Add +0.5% | 4,687 | $959K |
| J2 Capital Management Inc | 0.76% | Add +3.5% | 4,683 | $958K |
| Rossmore Private Capital | 0.11% | No change | 4,679 | $958K |
| Bragg Financial Advisors, Inc | 0.03% | Add +9.9% | 4,627 | $947K |
| Sage Rhino Capital LLC | 0.20% | No change | 4,622 | $946K |
| Millennium Capital Advisors, LLC | 0.63% | Reduce -6.4% | 4,588 | $939K |
| Morling Financial Advisors, LLC | 0.31% | Reduce -2.0% | 4,572 | $936K |
| Newman Dignan & Sheerar, Inc. | 0.21% | Reduce -2.1% | 4,567 | $935K |
| Trueblood Wealth Management, LLC | 0.39% | Add +8.6% | 4,554 | $932K |
| Continuum Advisory, LLC | 0.11% | Reduce -24.2% | 4,554 | $932K |
| Mairs & Power Inc. | 0.01% | Add +57.7% | 4,546 | $930K |
| SOL Capital Management CO | 0.09% | No change | 4,535 | $928K |
| Foster Victor Wealth Advisors, LLC | 0.06% | Reduce -0.2% | 4,482 | $927K |
| Sage Mountain Advisors LLC | 0.06% | No change | 4,527 | $927K |
| Legacy Financial Strategies, LLC | 0.18% | No change | 4,515 | $924K |
| Chancellor Financial Group WB LP | 0.72% | Reduce -0.3% | 4,506 | $922K |
| Pasadena Private Wealth, LLC | 0.16% | Reduce -0.7% | 4,503 | $922K |
| Anderson Hoagland & Co. | 0.09% | No change | 4,498 | $921K |
| Integris Wealth Management, LLC | 0.24% | Reduce -1.8% | 4,494 | $920K |
| RiverFront Investment Group, LLC | 0.02% | Add +14.7% | 4,484 | $918K |
| Raub Brock Capital Management LP | 0.20% | Reduce -9.9% | 4,476 | $916K |
| Cypress Capital Group | 0.11% | No change | 4,466 | $914K |
| Councilor Wealth, LLC | 0.43% | Add +17.3% | 4,447 | $910K |
| Legacy Trust | 0.22% | Reduce -4.6% | 4,447 | $910K |
| Fund Evaluation Group, LLC | 0.04% | New | 4,442 | $909K |
| KMG Fiduciary Partners, LLC | 0.07% | No change | 4,425 | $906K |
| JRM Investment Counsel, LLC | 0.29% | Reduce -2.1% | 4,416 | $904K |
| Van Den Berg Management I, Inc. | 0.26% | Reduce -2.7% | 4,402 | $901K |
| Atlas Legacy Advisors, LLC | 0.20% | Add +93.4% | 4,370 | $894K |
| VeraBank, N.A. | 0.18% | New | 4,370 | $894K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -0.5% | 4,361 | $893K |
| BOK Financial Private Wealth, Inc. | 0.06% | Reduce -2.6% | 4,338 | $892K |
| Rockingstone Advisors LLC | 0.47% | No change | 4,336 | $888K |
| Park National Corp. | 0.03% | Reduce -5.2% | 4,321 | $884K |
| Redhawk Wealth Advisors, Inc. | 0.11% | Reduce -0.4% | 4,311 | $882K |
| Independent Advisor Alliance | 0.03% | Add +65.8% | 4,308 | $882K |
| Smithbridge Asset Management Inc. | 0.15% | Reduce -1.1% | 4,288 | $878K |
| Prospera Capital Management, LLC | 0.49% | No change | 4,266 | $877K |
| Canal Capital Management, LLC | 0.14% | Reduce -1.4% | 4,283 | $877K |
| Evexia Wealth LLC | 0.28% | New | 4,253 | $877K |
| Peak Retirement Planning, Inc. | 0.35% | Add +31.8% | 4,281 | $876K |
| Highland Capital Management, LLC | 0.05% | Reduce -7.0% | 4,276 | $875K |
| EdgeRock Capital LLC | 0.28% | New | 4,271 | $874K |
| Anson Capital, Inc. | 0.70% | Reduce -2.3% | 4,268 | $874K |
| Melfa Wealth Management, Inc. | 0.55% | No change | 4,248 | $870K |
| Hobart Private Capital, LLC | 0.20% | No change | 4,248 | $869K |
| Neuberger Berman Group LLC | 0.00% | Add +3.3% | 4,236 | $867K |
| Palo Alto Wealth Advisors, LLC | 0.33% | Add +6.8% | 4,205 | $864K |
| North Star Asset Management Inc. | 0.04% | Reduce -12.1% | 4,220 | $864K |
| Clark Asset Management, LLC | 0.12% | Reduce -9.7% | 4,215 | $863K |
| Camden National Bank | 0.12% | No change | 4,214 | $862K |
| Future Financial Wealth Managment LLC | 0.59% | Add +0.3% | 4,198 | $859K |
| Legacy Private Trust Co. | 0.06% | Reduce -0.1% | 4,190 | $858K |
| Westmount Partners, LLC | 0.23% | Reduce -0.5% | 4,173 | $854K |
| Patrick M Sweeney & Associates, Inc. | 0.59% | Add +3.0% | 4,101 | $852K |
| Sterling Investment Advisors, Ltd. | 0.19% | Add +1.3% | 4,141 | $848K |
| Thrive Wealth Management, LLC | 0.14% | Add +0.0% | 4,136 | $847K |
| Capital Management Associates, Inc | 0.27% | Reduce -50.4% | 4,125 | $844K |
| Citizens & Northern Corp. | 0.23% | Add +0.1% | 4,123 | $844K |
| Independence Financial Advisors, LLC | 0.33% | Add +5.0% | 4,120 | $843K |
| CWA Asset Management Group, LLC | 0.04% | Add +35.4% | 4,114 | $842K |
| Willner & Heller, LLC | 0.71% | No change | 4,111 | $841K |
| Flagstone Financial Management | 0.24% | No change | 4,108 | $841K |
| MPS Loria Financial Planners, LLC | 0.25% | Reduce -28.3% | 4,104 | $840K |
| Bfsg, LLC | 0.09% | Reduce -1.2% | 4,103 | $840K |
| ARS Wealth Advisors Group, LLC | 0.10% | No change | 4,079 | $835K |
| Financial Enhancement Group LLC | 0.12% | No change | 4,044 | $833K |
| Principal Securities, Inc. | 0.02% | Reduce -15.4% | 4,058 | $831K |
| Center for Financial Planning, Inc. | 0.09% | Add +2.5% | 4,040 | $827K |
| LVM Capital Management Ltd. | 0.09% | No change | 4,024 | $824K |
| BlueStem Wealth Partners, LLC | 0.10% | Reduce -7.0% | 4,025 | $824K |
| Fisher Asset Management | 0.00% | Reduce -35.9% | 4,015 | $822K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | No change | 3,996 | $821K |
| Sequent Planning LLC | 0.26% | Add +0.7% | 3,975 | $814K |
| Ascent Wealth Partners, LLC | 0.10% | No change | 3,968 | $812K |
| Ring Mountain Capital, LLC | 0.49% | Reduce -0.6% | 3,937 | $811K |
| Hilltop Holdings Inc. | 0.05% | Reduce -2.4% | 3,964 | $811K |
| Aventus Investment Advisors, Inc. | 0.73% | — | 3,952 | $809K |
| Boston Trust Walden Corp | 0.01% | No change | 3,952 | $809K |
| CoreCap Advisors, LLC | 0.03% | Add +16.2% | 3,951 | $809K |
| Orgel Wealth Management, LLC | 0.02% | Add +84.6% | 3,946 | $808K |
| Am Investment Strategies LLC | 0.19% | No change | 3,943 | $807K |
| Bordeaux Wealth Advisors LLC | 0.10% | Reduce -0.4% | 3,941 | $807K |
| Lantern Wealth Advisors, LLC | 0.48% | — | 3,933 | $805K |
| Missouri Trust & Investment Co | 0.26% | No change | 3,923 | $803K |
| First National Bank of Omaha | 0.05% | Add +5.5% | 3,896 | $797K |
| LBMC Investment Advisors, LLC | 0.06% | Add +7.4% | 3,888 | $796K |
| St. Louis Trust Co | 0.11% | No change | 3,870 | $792K |
| Nautilus Advisors LLC | 0.58% | Add +0.1% | 3,855 | $789K |
| Balanced Wealth Group LLC | 0.34% | Add +0.4% | 3,828 | $789K |
| Bolthouse Investments, LLC | 0.78% | No change | 3,846 | $787K |
| Facet Wealth, Inc. | 0.02% | Add +15.9% | 3,811 | $785K |
| OneAscent Wealth Management LLC | 0.29% | Reduce -10.3% | 3,829 | $784K |
| Greenleaf Trust | 0.01% | Reduce -1.2% | 3,823 | $782K |
| AlphaStar Capital Management, LLC | 0.05% | New | 3,814 | $781K |
| Intrust Bank NA | 0.07% | No change | 3,799 | $778K |
| Fairview Capital Investment Management, LLC | 0.04% | Reduce -3.6% | 3,797 | $777K |
| Minot DeBlois Advisors LLC | 0.73% | Reduce -0.9% | 3,784 | $775K |
| Welch Group, LLC | 0.03% | Add +53.0% | 3,770 | $772K |
| Prospect Financial Group LLC | 0.81% | Reduce -53.4% | 3,768 | $771K |
| Coastal Bridge Advisors, LLC | 0.06% | New | 3,762 | $770K |
| Lutz Financial Services LLC | 0.06% | No change | 3,760 | $770K |
| Arcus Capital Partners, LLC | 0.33% | Reduce -8.5% | 3,741 | $766K |
| Avaii Wealth Management, LLC | 0.34% | Add +0.6% | 3,736 | $765K |
| Clarity Wealth Development LLC | 0.76% | Reduce -7.9% | 3,730 | $763K |
| Aureus Asset Management, LLC | 0.05% | Reduce -3.3% | 3,714 | $760K |
| 3Chopt Investment Partners, LLC | 0.18% | Add +1.5% | 3,696 | $760K |
| Willow Creek Wealth Management Inc. | 0.07% | Reduce -9.5% | 3,705 | $759K |
| Seaside Wealth Management, Inc. | 0.24% | No change | 3,702 | $758K |
| Bay Capital Advisors, LLC | 0.58% | Reduce -0.1% | 3,700 | $757K |
| Wood Tarver Financial Group, LLC | 0.23% | Reduce -7.3% | 3,697 | $756K |
| Topsail Wealth Management, LLC | 0.14% | Add +24.1% | 3,667 | $754K |
| Davies Financial Advisors, Inc. | 0.58% | No change | 3,673 | $752K |
| Mechanics Bank Trust Department | 0.11% | Reduce -14.8% | 3,672 | $752K |
| Koa Wealth Management, LLC | 0.60% | Reduce -0.3% | 3,671 | $751K |
| Synergy Asset Management, LLC | 0.09% | No change | 3,668 | $751K |
| Silver Oak Securities, Incorporated | 0.06% | Add +7.6% | 3,652 | $748K |
| Elser Financial Planning, Inc | 0.93% | Reduce -27.9% | 3,652 | $747K |
| Courier Capital LLC | 0.05% | No change | 3,650 | $747K |
| Smithfield Trust Co | 0.04% | No change | 3,652 | $746K |
| Richard W. Paul & Associates, LLC | 0.27% | Reduce -4.9% | 3,632 | $743K |
| Grove Bank & Trust | 0.09% | No change | 3,623 | $742K |
| Plante Moran Financial Advisors, LLC | 0.05% | Add +18.0% | 3,622 | $741K |
| Wealth Group Ltd | 0.19% | Reduce -5.8% | 3,621 | $741K |
| Smith Chas P & Associates Pa Cpas | 0.04% | Reduce -9.3% | 3,620 | $741K |
| Pine Harbor Wealth Management, LLC | 0.26% | Reduce -4.5% | 3,619 | $741K |
| Three Bridge Wealth Advisors, LLC | 0.19% | Add +22.0% | 3,586 | $737K |
| Leading Edge Financial Planning LLC | 0.20% | No change | 3,600 | $737K |
| Worth Financial Advisory Group, LLC | 0.45% | No change | 3,599 | $737K |
| Nottingham Advisors, Inc. | 0.11% | Reduce -1.1% | 3,599 | $737K |
| Gerber, LLC | 0.52% | No change | 3,584 | $734K |
| Kathleen S. Wright Associates Inc. | 0.29% | No change | 3,583 | $733K |
| Samalin Investment Counsel, LLC | 0.28% | Add +42.4% | 3,574 | $731K |
| Excalibur Management Corp. | 0.27% | Add +25.1% | 3,574 | $731K |
| Glenview Trust Co | 0.01% | Add +14.8% | 3,571 | $731K |
| Mark Sheptoff Financial Planning, LLC | 0.39% | No change | 3,550 | $727K |
| Valued Retirements, Inc. | 0.82% | Reduce -13.8% | 3,541 | $725K |
| Wick Capital Partners, LLC | 0.19% | Add +134.8% | 9,354 | $725K |
| Vicus Capital | 0.06% | Add +1.5% | 3,540 | $725K |
| UNIVEST FINANCIAL Corp | 0.04% | No change | 3,522 | $721K |
| Rockbridge Investment Management, LCC | 0.08% | Reduce -1.2% | 3,518 | $720K |
| Fulton Bank, N.A. | 0.03% | No change | 3,513 | $719K |
| TCV Trust & Wealth Management, Inc. | 0.06% | Add +18.9% | 3,502 | $717K |
| Rockwood Wealth Management, LLC | 0.06% | No change | 3,500 | $716K |
| SYM FINANCIAL Corp | 0.08% | Reduce -1.7% | 3,498 | $716K |
| PrairieView Partners, LLC | 0.07% | Add +0.2% | 3,497 | $715K |
| First Commonwealth Financial Corp | 0.15% | Reduce -33.8% | 3,493 | $715K |
| Calamos Wealth Management LLC | 0.03% | No change | 3,487 | $714K |
| Spirit of America Management Corp. | 0.15% | Reduce -6.1% | 3,459 | $713K |
| Frisch Financial Group, Inc. | 0.17% | No change | 3,471 | $713K |
| Avidian Wealth Enterprises, LLC | 0.03% | No change | 3,481 | $713K |
| Heritage Financial Services, LLC | 0.07% | No change | 3,481 | $712K |
| Matrix Asset Advisors Inc. | 0.07% | Add +0.3% | 3,476 | $711K |
| Scott Capital Advisors, LLC | 0.19% | Add +15.7% | 3,436 | $710K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +22.3% | 3,471 | $710K |
| Caliber Wealth Management, LLC / KS | 0.08% | Add +18.6% | 3,461 | $708K |
| Radnor Capital Management, LLC | 0.11% | No change | 3,459 | $708K |
| Boltwood Capital Management | 0.20% | Reduce -3.2% | 3,457 | $708K |
| Helium Advisors LLC | 0.45% | Add +11.0% | 3,449 | $706K |
| Magnus Financial Group LLC | 0.06% | No change | 3,448 | $706K |
| Sage Capital Management, LLC | 0.34% | No change | 3,443 | $705K |
| 2UniFi Bank | 0.40% | Add +10.8% | 3,440 | $704K |
| FF Advisors,LLC | 0.36% | No change | 3,434 | $703K |
| Root Financial Partners, LLC | 0.07% | Add +12.6% | 3,425 | $701K |
| Schaeffer Financial LLC | 0.68% | Add +0.3% | 3,422 | $700K |
| Adapt Wealth Advisors, LLC | 0.31% | No change | 3,415 | $699K |
| JGP Wealth Management, LLC | 0.08% | Reduce -8.9% | 3,401 | $696K |
| BSW Wealth Partners | 0.10% | Reduce -0.0% | 3,394 | $695K |
| Advantage Trust Co | 0.34% | No change | 3,388 | $693K |
| Saiph Capital, LLC | 0.27% | Add +3.0% | 3,373 | $690K |
| Capital Asset Advisory Services LLC | 0.03% | Reduce -1.6% | 3,348 | $690K |
| Valley National Advisers Inc. | 0.11% | No change | 3,362 | $688K |
| Wealthquest Corp | 0.05% | Reduce -4.7% | 3,353 | $686K |
| Hemington Wealth Management | 0.10% | No change | 3,356 | $686K |
| Selective Wealth Management, Inc. | 0.25% | Add +0.0% | 3,314 | $685K |
| Financial Advisors Network, Inc. | 0.10% | Add +0.3% | 3,348 | $685K |
| Financial Life Planners | 0.56% | No change | 3,338 | $683K |
| AdvisorNet Financial, Inc | 0.04% | Add +62.6% | 3,332 | $682K |
| Better Money Decisions, LLC | 0.41% | No change | 3,323 | $680K |
| Great Lakes Retirement, Inc. | 0.08% | Reduce -3.1% | 3,309 | $680K |
| Bensler, LLC | 0.08% | Add +0.6% | 3,310 | $677K |
| HFG Advisors, Inc. | 0.54% | No change | 3,305 | $676K |
| Appleton Partners Inc. | 0.05% | Reduce -2.9% | 3,303 | $676K |
| Independence Bank of Kentucky | 0.10% | No change | 3,302 | $676K |
| Apeiron RIA LLC | 0.17% | Add +79.6% | 3,297 | $675K |
| Bridge Creek Capital Management LLC | 0.20% | Add +3.3% | 3,293 | $674K |
| Cynosure Group, LLC | 0.08% | Reduce -50.5% | 3,286 | $673K |
| Hilltop National Bank | 0.18% | — | 3,285 | $672K |
| Ellis Investment Partners, LLC | 0.13% | Reduce -0.5% | 3,284 | $672K |
| Riverbend Wealth Management, LLC | 0.51% | New | 3,284 | $672K |
| Foster & Motley Inc. | 0.04% | Reduce -3.0% | 3,278 | $671K |
| Oxford Financial Group, LTD. LLC | 0.04% | No change | 3,278 | $671K |
| Asset Dedication, LLC | 0.05% | Add +18.0% | 3,250 | $665K |
| GAMMA Investing LLC | 0.04% | Add +6.7% | 3,241 | $663K |
| YHB Investment Advisors, Inc. | 0.05% | No change | 3,238 | $663K |
| Howland Capital Management LLC | 0.03% | No change | 3,221 | $662K |
| Acas, LLC | 0.44% | Add +1.1% | 3,145 | $660K |
| Trust Co. of Oklahoma | 0.21% | No change | 3,225 | $660K |
| Russell Investments Group, Ltd. | 0.00% | Add +4.7% | 3,218 | $659K |
| AlTi Global, Inc. | 0.02% | No change | 3,201 | $658K |
| Aviso Financial Inc. | 0.03% | Reduce -21.3% | 3,196 | $654K |
| Balyasny Asset Management L.P. | 0.00% | New | 3,194 | $654K |
| Westbourne Investments, Inc. | 0.35% | Reduce -5.6% | 3,193 | $654K |
| Mason & Associates Inc | 0.15% | No change | 3,192 | $653K |
| Motiv8 Investments LLC | 0.40% | Reduce -1.4% | 3,186 | $652K |
| Naples Global Advisors, LLC | 0.06% | No change | 3,169 | $651K |
| Pacific Sun Financial Corp | 0.34% | No change | 3,176 | $650K |
| Capital Wealth Alliance, LLC | 0.35% | Add +5.3% | 3,169 | $649K |
| Hengehold Capital Management LLC | 0.06% | Add +60.9% | 3,164 | $647K |
| Lowe Wealth Advisors, LLC | 0.25% | Reduce -4.5% | 3,162 | $647K |
| RFG - Bristol Wealth Advisors, LLC | 0.20% | No change | 3,159 | $646K |
| BCS Wealth Management | 0.14% | Add +14.5% | 3,153 | $645K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -0.2% | 3,148 | $644K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Add +12.8% | 3,137 | $644K |
| Alteri Wealth LLC | 0.25% | No change | 3,134 | $641K |
| FSM Wealth Advisors, LLC | 0.10% | Add +181.6% | 3,106 | $641K |
| Essential Planning, LLC. | 0.24% | No change | 3,126 | $640K |
| American Money Management, LLC | 0.11% | No change | 3,125 | $640K |
| West Oak Capital, LLC | 0.32% | Add +3.3% | 3,125 | $640K |
| Brookwood Investment Group LLC | 0.10% | Add +3.6% | 3,121 | $639K |
| Sterling Financial Planning, Inc. | 0.21% | No change | 3,116 | $638K |
| OMNI 360 Wealth, Inc. | 0.40% | Add +10.4% | 3,116 | $638K |
| Pitcairn Co. | 0.04% | No change | 3,110 | $637K |
| Winebrenner Capital Management LLC | 0.51% | Add +2.9% | 3,106 | $636K |
| Jamison Private Wealth Management, Inc. | 0.09% | Add +51.4% | 3,102 | $635K |
| RPS Advisory Solutions LLC | 0.35% | Add +1.8% | 3,101 | $635K |
| Schwallier Wealth Management LLC | 0.39% | Reduce -0.1% | 3,099 | $634K |
| Lester Murray Antman dba SimplyRich | 0.18% | No change | 3,102 | $634K |
| Ballast, Inc. | 0.17% | Reduce -0.9% | 3,091 | $633K |
| Signal Advisors Wealth, LLC | 0.05% | Reduce -33.3% | 3,089 | $632K |
| Bristlecone Advisors, LLC | 0.05% | Reduce -48.8% | 3,070 | $628K |
| Bedel Financial Consulting, Inc. | 0.09% | No change | 3,068 | $628K |
| N.E.W. Advisory Services LLC | 0.06% | Reduce -9.3% | 3,065 | $627K |
| Taylor & Morgan Wealth Management, LLC | 0.42% | No change | 3,056 | $626K |
| JBR Co Financial Management Inc | 0.31% | No change | 3,038 | $622K |
| Fortune Financial Advisors, LLC | 0.50% | No change | 3,034 | $621K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -45.0% | 3,028 | $620K |
| Vista Investment Management | 0.23% | Reduce -0.1% | 3,028 | $620K |
| Masso Torrence Wealth Management Inc. | 0.29% | No change | 3,026 | $619K |
| Icon Wealth Advisors, LLC | 0.04% | No change | 3,022 | $619K |
| Financial Alternatives, Inc | 0.40% | No change | 3,019 | $618K |
| Alliance Wealth Management Group | 0.16% | Add +12.1% | 3,001 | $614K |
| Towercrest Capital Management | 0.11% | Add +12.1% | 3,001 | $614K |
| Maryland Capital Advisors Inc. | 0.24% | No change | 2,996 | $613K |
| BCU Wealth Advisors, LLC | 0.28% | No change | 2,995 | $613K |
| Cannell & Spears LLC | 0.01% | Reduce -12.5% | 2,980 | $610K |
| Seaview Investment Managers LLC | 0.13% | Reduce -93.8% | 2,969 | $608K |
| Rollins Financial Advisors, LLC | 0.10% | Reduce -5.4% | 2,958 | $605K |
| Trustmark Bank Trust Department | 0.04% | No change | 2,955 | $605K |
| Mitchell McLeod Pugh & Williams Inc. | 0.11% | No change | 2,955 | $605K |
| Lakeridge Wealth Management LLC | 0.28% | Add +7.7% | 2,954 | $604K |
| BLB&B Advisors, LLC | 0.03% | Reduce -5.9% | 2,950 | $604K |
| Jackson Hole Capital Partners, LLC | 0.11% | No change | 2,943 | $602K |
| Hikari Tsushin, Inc. | 0.04% | New | 2,942 | $602K |
| Lauterbach Financial Advisors, LLC | 0.33% | No change | 2,941 | $602K |
| Texas Yale Capital Corp. | 0.02% | Add +1.4% | 2,941 | $602K |
| Destination Wealth Management | 0.02% | Reduce -5.1% | 2,940 | $602K |
| Seek First Inc. | 0.49% | Add +3.2% | 2,928 | $599K |
| Summit Investment Advisory Services, LLC | 0.26% | No change | 2,917 | $597K |
| Ibex Wealth Advisors | 0.06% | New | 2,911 | $596K |
| Macroview Investment Management LLC | 0.49% | No change | 2,907 | $595K |
| JB Capital LLC | 0.03% | Reduce -5.6% | 2,896 | $593K |
| Second Line Capital, LLC | 0.14% | Reduce -9.1% | 2,871 | $590K |
| Hunter Associates Investment Management LLC | 0.09% | No change | 2,885 | $590K |
| Baldwin Investment Management, LLC | 0.07% | Reduce -0.9% | 2,879 | $589K |
| Dunhill Financial, LLC | 0.17% | Add +20.6% | 2,862 | $586K |
| Farmers National Bank | 0.15% | Reduce -0.1% | 2,862 | $586K |
| South Plains Financial, Inc. | 0.41% | No change | 2,856 | $585K |
| Convergence Financial, LLC | 0.10% | Add +3.5% | 2,841 | $581K |
| Pointe Capital Management LLC | 0.30% | Reduce -1.9% | 2,836 | $580K |
| Brandywine Oak Private Wealth LLC | 0.05% | No change | 2,830 | $579K |
| Dahring | Cusmano LLC | 0.45% | No change | 2,829 | $579K |
| Gryphon Financial Partners LLC | 0.08% | Reduce -5.9% | 2,823 | $578K |
| Heritage Family Offices, LLP | 0.29% | No change | 3,008 | $577K |
| L.K. Benson & Company, P.C. | 0.35% | Reduce -16.9% | 2,819 | $577K |
| Pacific Financial Group Inc. | 0.45% | Add +2.0% | 2,818 | $577K |
| Columbia Advisory Partners LLC | 0.44% | Reduce -9.4% | 2,813 | $576K |
| Procyon Advisors, LLC | 0.05% | Add +32.8% | 2,803 | $574K |
| Libra Wealth LLC | 0.19% | No change | 2,799 | $573K |
| Flagship Private Wealth, LLC | 0.24% | Reduce -19.9% | 2,799 | $573K |
| Gemmer Asset Management LLC | 0.05% | Reduce -18.0% | 2,786 | $570K |
| Hopwood Financial Services, Inc. | 0.45% | No change | 2,782 | $569K |
| Bowman & Co S.C. | 0.25% | Add +5.5% | 2,777 | $568K |
| Rise Advisors, LLC | 0.23% | No change | 2,774 | $568K |
| Values Added Financial LLC | 0.27% | Add +4.5% | 2,769 | $567K |
| O'Brien Greene & Co. Inc | 0.19% | No change | 2,767 | $566K |
| Culbertson A N & Co. Inc. | 0.09% | Add +0.4% | 2,767 | $566K |
| McLean Asset Management Corp | 0.15% | Add +0.1% | 2,741 | $566K |
| Kennedy Investment Group, Inc. | 0.24% | Add +91.5% | 2,760 | $565K |
| KFA Private Wealth Group, LLC | 0.17% | Reduce -1.6% | 2,757 | $564K |
| Central Valley Advisors, LLC | 0.19% | No change | 2,752 | $563K |
| Beckerman Institutional, LLC | 0.37% | No change | 2,736 | $560K |
| Autumn Glory Partners, LLC | 0.26% | Reduce -19.0% | 2,729 | $559K |
| Stone Summit Wealth LLC | 0.17% | Reduce -0.2% | 2,729 | $559K |
| LifeGoal Investments, LLC | 0.53% | Reduce -1.2% | 2,708 | $554K |
| Red Tortoise LLC | 0.27% | No change | 2,708 | $554K |
| VSM Wealth Advisory, LLC | 0.18% | No change | 2,704 | $553K |
| Beacon Financial Strategies CORP | 0.35% | No change | 2,704 | $553K |
| Logan Capital Management Inc. | 0.03% | Reduce -63.1% | 2,700 | $553K |
| Avant Financial Advisors LLC | 0.46% | No change | 2,698 | $552K |
| Prestige Wealth Management Group LLC | 0.11% | Add +0.1% | 2,687 | $552K |
| Guidance Point Advisors, LLC | 0.15% | Add +1.3% | 2,681 | $549K |
| Covenant Asset Management, LLC | 0.11% | Reduce -1.8% | 2,667 | $546K |
| Beacon Financial Planning, Inc. | 0.30% | No change | 2,662 | $545K |
| Optas, LLC | 0.10% | Reduce -50.0% | 2,662 | $545K |
| Tanglewood Legacy Advisors, LLC | 0.22% | No change | 2,658 | $544K |
| Cyndeo Wealth Partners, LLC | 0.03% | No change | 2,644 | $541K |
| Certuity, LLC | 0.05% | Add +33.1% | 2,639 | $540K |
| Able Wealth Management LLC | 0.27% | Add +117.5% | 2,638 | $540K |
| Sfmg, LLC | 0.04% | No change | 2,636 | $539K |
| First Foundation Advisors | 0.02% | Reduce -16.0% | 2,619 | $536K |
| MBE Wealth Management, LLC | 0.23% | Reduce -0.9% | 2,614 | $535K |
| Hanson & Doremus Investment Management | 0.07% | Add +7.5% | 2,611 | $534K |
| Condor Capital Management | 0.05% | Reduce -2.5% | 2,607 | $534K |
| Wealth Management Strategies, Inc. | 0.29% | Reduce -13.9% | 2,598 | $532K |
| Blue Oak Capital, LLC | 0.28% | Reduce -21.4% | 2,580 | $530K |
| Mengis Capital Management, Inc. | 0.11% | Reduce -0.8% | 2,589 | $530K |
| Next Level Wealth Planning, LLC | 0.34% | Reduce -3.9% | 2,589 | $530K |
| Blue Bell Private Wealth Management, LLC | 0.09% | Add +4.1% | 2,575 | $527K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Add +8.4% | 2,575 | $527K |
| PBMares Wealth Management LLC | 0.10% | Add +5.2% | 2,575 | $527K |
| Planned Solutions, Inc. | 0.20% | Add +5.5% | 2,570 | $526K |
| Phillips Wealth Planners LLC | 0.48% | Reduce -2.1% | 2,550 | $525K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Reduce -0.3% | 2,556 | $523K |
| Darwin Wealth Management, LLC | 0.18% | Reduce -11.0% | 2,548 | $522K |
| Total Wealth Planning, LLC | 0.07% | No change | 2,548 | $521K |
| Heck Capital Advisors, LLC | 0.04% | Add +6.5% | 2,546 | $521K |
| Manchester Capital Management LLC | 0.07% | Add +8.2% | 2,540 | $520K |
| Orleans Capital Management Corp. | 0.28% | No change | 2,536 | $519K |
| Gimbal Financial | 0.32% | Reduce -9.6% | 2,536 | $519K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -0.0% | 2,530 | $518K |
| Verus Capital Partners, LLC | 0.05% | Add +1.7% | 2,529 | $518K |
| Brooklyn Investment Group | 0.07% | Add +44.2% | 2,528 | $517K |
| Cannon Financial Strategists, Inc. | 0.08% | No change | 2,523 | $516K |
| Beaumont Financial Advisors, LLC | 0.04% | No change | 2,516 | $515K |
| Claro Advisors Inc. | 0.08% | Add +27.4% | 2,512 | $514K |
| RS Crum Inc. | 0.12% | No change | 2,510 | $514K |
| Tanager Wealth Management LLP | 0.06% | Reduce -8.1% | 2,508 | $514K |
| Breakwater Capital Group | 0.08% | Reduce -1.3% | 2,510 | $514K |
| First Western Trust Bank | 0.02% | No change | 2,507 | $513K |
| Creekmur Asset Management LLC | 0.09% | Add +9.3% | 2,503 | $512K |
| ABLE Financial Group, LLC | 0.12% | Reduce -7.1% | 2,501 | $512K |
| Capital Market Strategies LLC | 0.36% | Reduce -3.9% | 2,500 | $512K |
| Priebe Wealth Holdings LLC | 0.44% | No change | 2,495 | $511K |
| Access Financial Services, Inc. | 0.19% | Add +5.7% | 2,492 | $510K |
| Dividend Assets Capital, LLC | 0.09% | Add +15.1% | 2,490 | $510K |
| Crowley Wealth Management, Inc. | 0.46% | Add +16.8% | 2,489 | $509K |
| River Street Advisors LLC | 0.22% | Add +2.9% | 2,489 | $509K |
| Alan B Lancz & Associates, Inc. | 0.51% | No change | 2,487 | $509K |
| Hamilton Point Investment Advisors, LLC | 0.08% | No change | 2,476 | $509K |
| Avalon Trust Co | 0.04% | Add +107.1% | 2,485 | $509K |
| Denver Wealth Management, Inc. | 0.21% | No change | 2,482 | $508K |
| Penobscot Investment Management Company, Inc. | 0.04% | Add +4.2% | 2,480 | $508K |
| Vertex Planning Partners, LLC | 0.11% | No change | 2,478 | $507K |
| Regimen Wealth, LLC | 0.16% | Reduce -11.5% | 2,475 | $507K |
| Cape Investment Advisory, Inc. | 0.18% | Add +8.7% | 2,474 | $506K |
| Arkos Global Advisors | 0.07% | Reduce -34.5% | 2,471 | $506K |
| Oak Asset Management, LLC | 0.18% | No change | 2,472 | $506K |
| Quadcap Wealth Management, LLC | 0.06% | Add +2.1% | 2,472 | $506K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +1.2% | 2,466 | $505K |
| Cherry Tree Wealth Management, LLC | 0.12% | Reduce -0.4% | 2,462 | $504K |
| Hantz Financial Services, Inc. | 0.01% | Add +15.5% | 2,454 | $502K |
| Insight Wealth Strategies, LLC | 0.06% | Reduce -1.8% | 2,434 | $502K |
| Alpha Omega Wealth Management LLC | 0.09% | No change | 2,436 | $499K |
| KPP Advisory Services LLC | 0.08% | No change | 2,435 | $498K |
| Focused Wealth Management, Inc | 0.06% | Add +1.4% | 2,428 | $497K |
| North Capital, Inc. | 0.43% | No change | 2,424 | $496K |
| Plancorp, LLC | 0.02% | Add +39.8% | 2,413 | $494K |
| Diversified Portfolios, Inc. | 0.05% | Reduce -0.2% | 2,411 | $493K |
| Blue Zone Wealth Advisors, LLC | 0.12% | Add +10.1% | 2,410 | $493K |
| Holderness Investments Co. | 0.11% | No change | 2,406 | $493K |
| Brookmont Capital Management | 0.28% | Reduce -6.9% | 2,399 | $491K |
| IMG Wealth Management, Inc. | 0.38% | Add +30.8% | 2,398 | $491K |
| Aspire Growth Partners LLC | 0.40% | Add +47.6% | 2,394 | $490K |
| Clarus Group, Inc. | 0.18% | No change | 2,391 | $489K |
| S.A. Mason LLC | 0.24% | Reduce -6.3% | 2,389 | $489K |
| Perkins Coie Trust Co | 0.08% | No change | 2,379 | $487K |
| Iams Wealth Management, LLC | 0.22% | New | 2,376 | $486K |
| Physician Wealth Advisors, Inc. | 0.08% | Reduce -1.1% | 2,361 | $483K |
| 1776 Wealth LLC | 0.20% | No change | 2,360 | $483K |
| Revisor Wealth Management LLC | 0.17% | Add +8.5% | 2,321 | $481K |
| LMG Wealth Partners, LLC | 0.10% | No change | 2,343 | $480K |
| Walker Asset Management, LLC | 0.28% | Add +14.1% | 2,341 | $479K |
| Legacy Edge Advisors, LLC | 0.06% | Reduce -0.1% | 2,340 | $479K |
| Long Island Wealth Management, Inc. | 0.25% | No change | 2,339 | $479K |
| Manske Wealth Management | 0.16% | No change | 2,330 | $477K |
| Myecfo, LLC | 0.23% | No change | 2,327 | $476K |
| Sightline Wealth Advisors, LLC | 0.23% | No change | 2,322 | $475K |
| Meridian Wealth Partners, LLC | 0.07% | Reduce -10.4% | 2,295 | $470K |
| Trust Co | 0.05% | Reduce -44.1% | 2,286 | $468K |
| Aurora Private Wealth, Inc. | 0.35% | Add +44.5% | 2,279 | $467K |
| Key Financial Inc | 0.09% | Reduce -1.9% | 2,278 | $466K |
| Pacific Center for Financial Services | 0.13% | Add +1.6% | 2,276 | $466K |
| Tritonpoint Wealth, LLC | 0.04% | Reduce -1.8% | 2,263 | $465K |
| Heritage Wealth Management, Inc. | 0.15% | Reduce -0.2% | 2,269 | $464K |
| Accredited Investor Services, LLC | 0.35% | Add +0.1% | 2,265 | $464K |
| ForthRight Wealth Management, LLC | 0.14% | No change | 2,265 | $464K |
| Fingerlakes Wealth Management, Inc. | 0.35% | Reduce -0.1% | 2,260 | $462K |
| Operose Advisors LLC | 0.13% | No change | 2,258 | $462K |
| Avion Wealth | 0.10% | No change | 2,239 | $458K |
| RIA Advisory Group LLC | 0.13% | Reduce -6.6% | 2,237 | $458K |
| ONE Advisory Partners, LLC | 0.15% | New | 2,197 | $458K |
| Arthur M. Cohen & Associates, LLC | 0.08% | Reduce -19.0% | 2,234 | $457K |
| MN Wealth Advisors, LLC | 0.27% | Reduce -32.2% | 2,229 | $456K |
| American Capital Advisory, LLC | 0.23% | No change | 2,225 | $455K |
| Clifford Swan Investment Counsel LLC | 0.02% | Add +5.9% | 2,221 | $455K |
| Magnolia Capital Advisors LLC | 0.11% | Reduce -3.3% | 2,210 | $452K |
| Blankinship & Foster, LLC | 0.11% | Reduce -1.1% | 2,206 | $452K |
| Castle Rock Wealth Management, LLC | 0.11% | Add +4.8% | 2,176 | $450K |
| Elyxium Wealth, LLC | 0.17% | No change | 2,200 | $450K |
| Waterfront Wealth Inc. | 0.10% | Add +39.1% | 2,197 | $450K |
| Astoria Portfolio Advisors LLC. | 0.13% | Add +1.8% | 2,161 | $450K |
| Higgins & Schmidt Wealth Strategies LLC | 0.25% | Reduce -1.1% | 2,196 | $449K |
| Rydar Equities, Inc. | 0.35% | — | 2,188 | $448K |
| Berkshire Asset Management LLC | 0.02% | Reduce -0.6% | 2,179 | $446K |
| Old Second National Bank of Aurora | 0.10% | Add +7.4% | 2,177 | $446K |
| Liberty Wealth Management LLC | 0.07% | New | 2,175 | $445K |
| Paragon Financial Partners, Inc. | 0.30% | No change | 2,172 | $445K |
| Clarity Financial LLC | 0.05% | Reduce -10.7% | 2,167 | $444K |
| Dana Investment Advisors, Inc. | 0.01% | No change | 2,164 | $443K |
| InvesTrust | 0.17% | No change | 2,163 | $443K |
| New Republic Capital, LLC | 0.16% | Add +48.1% | 2,151 | $442K |
| Chaney Capital Management, Inc. | 0.17% | No change | 2,155 | $441K |
| Nvwm, LLC | 0.11% | Add +15.0% | 2,151 | $440K |
| Madrona Financial Services, LLC | 0.11% | No change | 2,146 | $439K |
| Santori & Peters, Inc. | 0.16% | No change | 2,145 | $439K |
| Eagle Rock Investment Company, LLC | 0.07% | No change | 2,140 | $438K |
| Interchange Capital Partners, LLC | 0.10% | Add +8.8% | 2,136 | $437K |
| Mayport, LLC | 0.10% | Reduce -30.0% | 2,133 | $437K |
| United Advisor Group, LLC | 0.08% | Reduce -0.3% | 2,133 | $437K |
| Insigneo Advisory Services, LLC | 0.04% | Add +50.7% | 2,125 | $435K |
| Disciplined Investments, LLC | 0.18% | Reduce -2.8% | 2,124 | $435K |
| Atlantic Family Wealth, LLC | 0.38% | Reduce -0.5% | 2,120 | $434K |
| James J. Burns & Company, LLC | 0.07% | Reduce -10.6% | 2,120 | $434K |
| Strait & Sound Wealth Management LLC | 0.18% | No change | 2,114 | $433K |
| Private Wealth Asset Management, LLC | 0.06% | Add +18.8% | 2,112 | $432K |
| Jeppson Wealth Management, LLC | 0.15% | Reduce -1.4% | 2,107 | $431K |
| Cobblestone Capital Advisors LLC | 0.02% | Reduce -2.8% | 2,103 | $430K |
| Southland Equity Partners LLC | 0.09% | No change | 2,098 | $429K |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -2.4% | 2,091 | $428K |
| New World Advisors LLC | 0.09% | Add +39.0% | 2,090 | $428K |
| Presilium Private Wealth, LLC | 0.09% | Reduce -0.9% | 2,085 | $427K |
| Hibernia Wealth Partners, LLC | 0.16% | Add +100.0% | 2,078 | $425K |
| White Pine Capital LLC | 0.13% | No change | 2,077 | $425K |
| Davidson Trust Co. | 0.20% | No change | 2,072 | $424K |
| Gilman Hill Asset Management, LLC | 0.07% | No change | 2,070 | $424K |
| Clarity Capital Advisors, LLC | 0.25% | Add +42.1% | 2,067 | $423K |
| First Bank & Trust | 0.08% | No change | 2,065 | $423K |
| Westfuller Advisors, LLC | 0.24% | No change | 2,056 | $423K |
| Schneider Downs Wealth Management Advisors, LP | 0.06% | No change | 2,061 | $422K |
| Octavia Wealth Advisors, LLC | 0.05% | Reduce -1.4% | 2,048 | $421K |
| Disciplined Investors, L.L.C. | 0.33% | No change | 2,054 | $420K |
| Shepherd Financial Partners LLC | 0.04% | Reduce -52.3% | 2,054 | $420K |
| Doliver Advisors, LP | 0.11% | No change | 2,050 | $420K |
| Bedell Frazier Investment Counselling, LLC | 0.11% | No change | 2,050 | $420K |
| Cahaba Wealth Management, Inc. | 0.03% | Reduce -3.9% | 2,048 | $419K |
| Palumbo Wealth Management LLC | 0.13% | No change | 2,045 | $418K |
| Nestegg Advisors, Inc. | 0.40% | Reduce -0.2% | 2,036 | $417K |
| Legacy Capital Wealth Partners, LLC | 0.09% | Add +14.1% | 2,032 | $416K |
| Abacus Planning Group, Inc. | 0.06% | Reduce -0.6% | 2,030 | $415K |
| American Trust | 0.04% | New | 2,026 | $415K |
| Buttonwood Financial Group, LLC | 0.21% | New | 1,999 | $413K |
| Means Investment Co., Inc. | 0.04% | No change | 2,012 | $412K |
| BTS Asset Management, Inc. | 0.49% | Reduce -45.9% | 2,003 | $410K |
| Finer Wealth Management, Inc. | 0.22% | No change | 2,000 | $409K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 2,000 | $409K |
| Hancock Whitney Corp. | 0.01% | Add +47.1% | 1,993 | $408K |
| Nordwand Advisors, LLC | 0.06% | New | 1,990 | $407K |
| Continuum Wealth Advisors, LLC | 0.19% | No change | 1,978 | $405K |
| Index Fund Advisors, Inc. | 0.02% | No change | 1,968 | $403K |
| Ameriflex Group, Inc. | 0.21% | Reduce -7.3% | 1,977 | $402K |
| FourThought Financial Partners, LLC | 0.04% | No change | 1,963 | $402K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +5.2% | 1,956 | $400K |
| Bernardo Wealth Planning LLC | 0.09% | Add +26.7% | 1,954 | $400K |
| One Capital Management, LLC | 0.01% | Add +52.3% | 1,952 | $400K |
| Rockline Wealth Management, LLC | 0.09% | Reduce -1.8% | 1,945 | $398K |
| Investments & Financial Planning, LLC | 0.23% | Add +9.2% | 1,941 | $397K |
| Aspen Investment Management Inc | 0.17% | No change | 1,939 | $397K |
| Wealthstream Advisors, Inc. | 0.07% | Add +3.8% | 1,938 | $397K |
| Strategent Financial, LLC | 0.31% | No change | 1,935 | $396K |
| Redwood Investment Management, LLC | 0.04% | No change | 1,932 | $395K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 1,928 | $395K |
| Quadrant Capital Group LLC | 0.01% | Reduce -11.2% | 1,927 | $394K |
| Elevated Capital Advisors, LLC | 0.11% | No change | 2,033 | $394K |
| Howard Capital Management Group, LLC | 0.03% | No change | 1,926 | $394K |
| Tilia Fiduciary Partners, Inc. | 0.24% | Add +5.1% | 1,925 | $394K |
| Symmetry Partners, LLC | 0.05% | No change | 1,924 | $394K |
| Founders Grove Wealth Partners, LLC | 0.10% | Add +8.3% | 1,923 | $394K |
| Catalyst Private Wealth, LLC | 0.17% | Add +1.1% | 1,915 | $392K |
| tru Independence LLC | 0.11% | Add +3.6% | 1,906 | $390K |
| BostonPremier Wealth LLC | 0.22% | No change | 1,906 | $390K |
| Tyler-Stone Wealth Management | 0.06% | No change | 1,904 | $390K |
| Compass Capital Corp. /Ma/ | 0.18% | Add +1.2% | 1,893 | $389K |
| Teamwork Financial Advisors, LLC | 0.05% | Add +2.6% | 1,897 | $388K |
| Dover Advisors, LLC | 0.17% | Reduce -24.9% | 1,891 | $387K |
| Hills Bank & Trust Co | 0.02% | No change | 1,887 | $386K |
| Shulman DeMeo Asset Management LLC | 0.10% | Reduce -0.1% | 1,886 | $386K |
| McGinn Penninger Investment Management, Inc. | 0.24% | Reduce -9.2% | 1,886 | $386K |
| Portland Financial Advisors Inc | 0.93% | No change | 1,885 | $386K |
| Smart Money Group LLC | 0.12% | Reduce -34.4% | 1,883 | $385K |
| Curtis Advisory Group, LLC | 0.10% | No change | 1,875 | $384K |
| Wealth Management Partners, LLC | 0.14% | No change | 1,854 | $383K |
| Strategic Wealth Investment Group, LLC | 0.55% | Add +11.7% | 1,869 | $383K |
| Ariadne Wealth Management, LP | 0.18% | No change | 1,822 | $383K |
| Seelaus Asset Management LLC | 0.34% | Reduce -3.3% | 1,869 | $383K |
| Jupiter Wealth Management LLC | 0.19% | No change | 1,821 | $382K |
| Endeavor Private Wealth, Inc. | 0.18% | Reduce -20.0% | 1,857 | $382K |
| Commonwealth Retirement Investments LLC | 0.14% | Reduce -4.6% | 1,849 | $378K |
| Sage Financial Group Inc. | 0.03% | No change | 1,848 | $378K |
| Grey Fox Wealth Advisors, LLC | 0.09% | Reduce -41.4% | 1,840 | $378K |
| Elite Financial, Inc. | 0.19% | Add +0.2% | 1,828 | $378K |
| Syntegra Private Wealth Group, LLC | 0.04% | Reduce -5.6% | 1,846 | $378K |
| Colton Groome Financial Advisors, LLC | 0.13% | No change | 1,840 | $377K |
| Liberty Capital Management, Inc. | 0.08% | No change | 1,834 | $375K |
| Welch & Forbes LLC | 0.00% | Add +0.8% | 1,832 | $375K |
| Chokshi & Queen Wealth Advisors, Inc | 0.21% | Reduce -1.1% | 1,832 | $375K |
| Wealthedge Investment Advisors, LLC | 0.16% | Reduce -3.1% | 1,826 | $374K |
| Woodard & Co. Asset Management Group Inc. | 0.07% | No change | 1,825 | $374K |
| Integrity Investment Advisors, LLC | 0.29% | No change | 1,824 | $373K |
| Diversified Enterprises, LLC | 0.03% | Add +12.3% | 1,824 | $373K |
| Pennsylvania Capital Management Inc. | 0.12% | No change | 1,822 | $373K |
| Outlook Wealth Advisors, LLC | 0.10% | Add +6.4% | 1,819 | $372K |
| Vista Capital Partners, Inc. | 0.04% | No change | 1,819 | $372K |
| Demars Financial Group, LLC | 0.14% | Add +1.8% | 1,812 | $371K |
| Lyell Wealth Management, LP | 0.03% | No change | 1,810 | $370K |
| Faithward Advisors, LLC | 0.06% | Add +1.5% | 1,802 | $369K |
| Barnett & Company, Inc. | 0.29% | Reduce -0.1% | 1,796 | $368K |
| Level Wealth Management LLC | 0.21% | No change | 1,791 | $367K |
| Ellsworth Advisors, LLC | 0.09% | Reduce -43.0% | 1,787 | $366K |
| Cura Wealth Advisors, LLC | 0.17% | No change | 1,785 | $365K |
| Holland Advisory Services, Inc. | 0.53% | No change | 1,780 | $364K |
| Harbor Asset Planning, Inc. | 0.35% | — | 1,770 | $362K |
| Fort Point Capital Partners LLC | 0.04% | Add +17.2% | 1,758 | $361K |
| Grantvest Financial Group LLC | 0.27% | Reduce -18.5% | 1,763 | $361K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.17% | No change | 1,762 | $361K |
| NCM Capital Management, LLC | 0.15% | No change | 1,761 | $360K |
| Carl P. Sherr & Co., LLC | 0.18% | Add +0.9% | 1,760 | $360K |
| Navellier & Associates Inc. | 0.04% | No change | 1,759 | $360K |
| Fairman Group, LLC | 0.30% | No change | 1,749 | $360K |
| Parkside Advisors LLC | 0.08% | No change | 1,748 | $359K |
| Cairn Investment Group, Inc. | 0.19% | No change | 1,752 | $359K |
| Grandview Asset Management LLC | 0.11% | Reduce -5.0% | 1,754 | $359K |
| Wincap Financial LLC | 0.29% | Reduce -30.1% | 1,748 | $358K |
| Gallagher Capital Advisors, LLC | 0.29% | Reduce -5.8% | 1,714 | $357K |
| Victrix Investment Advisors | 0.16% | Add +35.4% | 1,743 | $357K |
| Costello Asset Management, INC | 0.13% | Reduce -0.1% | 1,742 | $356K |
| High Falls Advisors, Inc | 0.08% | Add +11.6% | 1,735 | $355K |
| Trinity Financial Advisors LLC | 0.11% | No change | 1,728 | $355K |
| Clarion Wealth Managment Partners, LLC | 0.39% | — | 1,735 | $355K |
| Williams & Novak, LLC | 0.30% | No change | 1,734 | $355K |
| Narus Financial Partners, LLC | 0.11% | Add +2.1% | 1,733 | $355K |
| Eaton-Cambridge Inc. | 0.13% | No change | 1,732 | $354K |
| Richardson Capital Management LLC | 0.19% | Reduce -2.3% | 1,730 | $354K |
| Mraz, Amerine & Associates, Inc. | 0.06% | Reduce -0.3% | 1,727 | $353K |
| Obermeyer Wealth Partners | 0.02% | Add +65.9% | 1,725 | $353K |
| NFSG Corp | 0.06% | Add +2.2% | 1,717 | $351K |
| LongView Asset Management LLC | 0.26% | No change | 1,709 | $350K |
| Private Wealth Group, LLC | 0.19% | No change | 1,709 | $350K |
| First National Corp. /Ma/ | 0.07% | Reduce -8.0% | 1,696 | $347K |
| Barnes Pettey Financial Advisors, LLC | 0.23% | Add +37.1% | 1,695 | $347K |
| LJI Wealth Management, LLC | 0.06% | No change | 1,695 | $347K |
| Summit Asset Management, LLC | 0.06% | No change | 1,689 | $346K |
| Sensible Money, LLC | 0.13% | No change | 1,668 | $341K |
| TruNorth Capital Management, LLC | 0.08% | No change | 1,665 | $341K |
| West Branch Capital LLC | 0.10% | No change | 1,664 | $340K |
| Byrne Financial Freedom, LLC | 0.17% | No change | 1,662 | $340K |
| RHS Financial, LLC | 0.19% | No change | 1,662 | $340K |
| Lynx Investment Advisory | 0.22% | Reduce -3.7% | 1,657 | $339K |
| Whitener Capital Management, Inc. | 0.09% | Add +7.8% | 1,655 | $339K |
| Sather Financial Group Inc | 0.02% | No change | 1,651 | $338K |
| Canvas Wealth Advisors, LLC | 0.07% | Add +18.9% | 1,614 | $337K |
| Certior Financial Group, LLC | 0.26% | No change | 1,645 | $337K |
| Kingsman Wealth Management, Inc. | 0.21% | Reduce -3.0% | 1,642 | $336K |
| Truepoint, Inc. | 0.01% | Reduce -14.5% | 1,641 | $336K |
| Strategic Advisors LLC | 0.07% | New | 1,640 | $336K |
| Chapin Davis, Inc. | 0.09% | No change | 1,639 | $335K |
| Lineweaver Wealth Advisors, LLC | 0.05% | No change | 1,638 | $335K |
| CFO4Life Group, LLC | 0.05% | Add +3.1% | 1,633 | $334K |
| Plum Street Advisors, LLC | 0.15% | No change | 1,631 | $334K |
| Stockman Wealth Management, Inc. | 0.05% | Reduce -9.3% | 1,630 | $334K |
| Hamilton Wealth, LLC | 0.07% | Add +0.7% | 1,629 | $333K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.03% | No change | 1,627 | $333K |
| GatePass Capital, LLC | 0.22% | No change | 1,625 | $333K |
| Greenline Partners, LLC | 0.04% | No change | 1,624 | $332K |
| Skyline Advisors, Inc. | 0.12% | New | 1,623 | $332K |
| HMS Capital Management, LLC | 0.15% | Reduce -56.3% | 1,623 | $332K |
| Diversify Advisory Services, LLC | 0.01% | New | 1,592 | $332K |
| Lake Hills Wealth Management, LLC | 0.19% | No change | 1,622 | $332K |
| Paulson Wealth Management Inc. | 0.09% | No change | 1,621 | $332K |
| Glassman Wealth Services | 0.05% | Reduce -2.2% | 1,616 | $331K |
| Acropolis Investment Management, LLC | 0.02% | Add +1.7% | 1,614 | $330K |
| Weaver Capital Management LLC | 0.08% | No change | 1,609 | $329K |
| Ewa, LLC | 0.10% | Reduce -39.0% | 1,608 | $329K |
| SpringVest Wealth Management LLC | 0.27% | No change | 1,600 | $329K |
| Pennington Partners & Co., LLC | 0.18% | Add +6.7% | 1,600 | $329K |
| My Personal CFO, LLC | 0.15% | Reduce -0.9% | 1,606 | $329K |
| Lodestone Wealth Management LLC | 0.16% | No change | 1,606 | $329K |
| Deutsche Bank AG | 0.00% | No change | 1,603 | $328K |
| Dixon Fnancial Services, Inc. | 0.17% | No change | 1,600 | $327K |
| Landaas & Co. /Wi | 0.08% | New | 1,598 | $327K |
| Caitlin John, LLC | 0.29% | Add +0.3% | 1,582 | $324K |
| Lakeside Advisors, INC. | 0.21% | Reduce -3.1% | 1,573 | $322K |
| Private Client Services, LLC | 0.13% | No change | 1,572 | $322K |
| Intrua Financial, LLC | 0.05% | No change | 1,568 | $321K |
| Wealth Management Associates, Inc. | 0.12% | No change | 1,568 | $321K |
| Robinswood Financial LLC | 0.11% | Reduce -19.3% | 1,566 | $321K |
| Hamilton Capital, LLC | 0.02% | Add +1.3% | 1,564 | $320K |
| Stonebridge Capital Advisors LLC | 0.02% | Add +0.5% | 1,561 | $320K |
| Tortoise Investment Management, LLC | 0.03% | No change | 1,550 | $317K |
| Pioneer Wealth Management Group | 0.12% | New | 1,541 | $315K |
| Kings Path Partners LLC | 0.13% | No change | 1,540 | $315K |
| Intrepid Financial Planning Group LLC | 0.13% | No change | 1,540 | $315K |
| Main Street Group, LTD | 0.11% | Add +7.8% | 1,538 | $315K |
| Capasso Planning Partners LLC | 0.18% | Reduce -54.2% | 1,537 | $315K |
| Leigh Baldwin & Co., LLC | 0.21% | Reduce -2.9% | 1,530 | $313K |
| Aspiring Ventures, LLC | 0.15% | No change | 1,528 | $313K |
| Provident Wealth Management, LLC | 0.10% | No change | 1,528 | $313K |
| Fourpath Capital Management, LLC | 0.05% | No change | 1,524 | $312K |
| WP Advisors, LLC | 0.09% | No change | 1,523 | $312K |
| Asio Capital, LLC | 0.05% | No change | 1,516 | $312K |
| Bouchey Financial Group, Ltd. | 0.03% | Reduce -0.3% | 1,518 | $311K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | Reduce -1.8% | 1,521 | $311K |
| Butensky & Cohen Financial Security, Inc. | 0.09% | Reduce -1.6% | 1,521 | $311K |
| Ipswich Investment Management Co., Inc. | 0.08% | No change | 1,521 | $311K |
| Sageworth Trust Co | 0.02% | No change | 1,517 | $310K |
| Capital Squared Financial LLC | 0.36% | — | 1,508 | $309K |
| Investor's Fiduciary Advisor Network, LLC | 0.11% | New | 1,508 | $308K |
| BBR Partners, LLC | 0.02% | No change | 1,501 | $307K |
| Omega Financial Group, LLC | 0.11% | No change | 1,501 | $307K |
| Tennessee Valley Asset Management Partners | 0.08% | Reduce -94.9% | 1,500 | $307K |
| Fragasso Financial Advisors Inc | 0.02% | No change | 1,496 | $306K |
| Aspire Capital Advisors LLC | 0.08% | New | 1,495 | $306K |
| Adirondack Trust Co. | 0.11% | No change | 1,493 | $306K |
| GGM Financial LLC | 0.18% | No change | 1,491 | $305K |
| Woodside Wealth Management LLC | 0.26% | No change | 1,481 | $303K |
| Wealth Effects LLC | 0.11% | Reduce -2.0% | 1,480 | $303K |
| Mattern Capital Management, LLC | 0.04% | No change | 1,480 | $303K |
| Hendershot Investments Inc. | 0.04% | Add +1.0% | 1,479 | $303K |
| Bantamac Capital, LLC | 0.11% | No change | 1,470 | $301K |
| Towne Trust Company, N.A | 0.10% | No change | 1,470 | $301K |
| GHP Investment Advisors, Inc. | 0.01% | Add +13.4% | 1,468 | $300K |
| Journey Strategic Wealth LLC | 0.01% | Add +0.5% | 1,466 | $300K |
| Commonwealth Financial Services, LLC | 0.06% | Add +21.7% | 1,463 | $299K |
| Indie Asset Partners, LLC | 0.54% | Reduce -16.0% | 1,462 | $299K |
| Brighton Securities Corp. | 0.16% | New | 1,460 | $299K |
| McCarter Private Wealth Services LLC | 0.17% | No change | 1,459 | $299K |
| Juncture Wealth Strategies, LLC | 0.11% | Reduce -32.4% | 1,458 | $298K |
| Suncoast Equity Management | 0.03% | No change | 1,456 | $298K |
| Sentinel Trust Co. Lba | 0.03% | No change | 1,455 | $298K |
| Texas Capital Bancshares Inc | 0.11% | No change | 1,453 | $297K |
| Cornerstone Wealth Group, LLC | 0.02% | Reduce -5.0% | 1,451 | $297K |
| McHugh Group, LLC | 0.20% | No change | 1,450 | $297K |
| Retirement Income Solutions, Inc. | 0.05% | No change | 1,446 | $296K |
| Goelzer Investment Management, Inc. | 0.02% | No change | 1,445 | $296K |
| PKS Advisory Services, LLC | 0.07% | Add +4.1% | 1,443 | $295K |
| Windsor Capital Management, LLC | 0.09% | No change | 1,442 | $295K |
| Granite Harbor Advisors, Inc. | 0.14% | No change | 1,439 | $295K |
| Spinnaker Trust | 0.02% | Add +25.1% | 1,439 | $295K |
| LifeWealth Investments, LLC | 0.11% | No change | 1,430 | $293K |
| Smith & Howard Wealth Management, LLC | 0.07% | No change | 1,426 | $292K |
| Alpha Financial Advisors, LLC | 0.11% | Add +22.3% | 1,417 | $290K |
| MV Capital Management, Inc. | 0.03% | No change | 1,416 | $290K |
| Bruce G. Allen Investments, LLC | 0.22% | No change | 1,415 | $290K |
| Petra Financial Advisors Inc. | 0.18% | No change | 1,415 | $290K |
| Nalls Sherbakoff Group, LLC | 0.21% | No change | 1,411 | $289K |
| Optivise Advisory Services LLC | 0.15% | No change | 1,410 | $289K |
| Oakworth Capital, Inc. | 0.02% | No change | 1,409 | $288K |
| Wayfinding Financial, LLC | 0.13% | Add +1.6% | 1,393 | $288K |
| Checchi Capital Advisers, LLC | 0.02% | No change | 1,407 | $288K |
| Dominguez Wealth Management Solutions, Inc. | 0.20% | No change | 1,406 | $288K |
| Wrenne Financial Planning LLC | 0.13% | No change | 1,405 | $288K |
| Foguth Wealth Management, LLC. | 0.06% | Reduce -53.0% | 1,402 | $287K |
| Enhancing Capital LLC | 0.22% | No change | 1,400 | $287K |
| Mirador Capital Partners LP | 0.05% | Add +8.6% | 1,395 | $286K |
| Alternative Investment Advisors, LLC. | 0.14% | No change | 1,389 | $284K |
| XY Planning Network, Inc. | 0.10% | Add +21.9% | 1,387 | $284K |
| Mustard Seed Financial, LLC | 0.20% | Add +24.4% | 1,385 | $283K |
| EPG Wealth Management LLC | 0.09% | No change | 1,384 | $283K |
| Uptown Financial Advisors LLC | 0.26% | No change | 1,384 | $283K |
| Compass Advisory Group LLC | 0.09% | No change | 1,375 | $283K |
| JTC Employer Solutions Trustee Ltd | 0.03% | No change | 1,375 | $281K |
| Weitzel Financial Services, Inc. | 0.12% | Add +7.1% | 1,357 | $281K |
| Baron Financial Group, LLC | 0.16% | No change | 1,367 | $280K |
| Signature Wealth Management Partners, LLC | 0.16% | No change | 1,365 | $279K |
| Vista Investment Partners LLC | 0.08% | Add +5.7% | 1,365 | $279K |
| Almanack Investment Partners, LLC. | 0.04% | New | 1,365 | $279K |
| American Investment Services, Inc. | 0.07% | Reduce -34.9% | 1,355 | $277K |
| City Holding Co. | 0.04% | Reduce -15.5% | 1,353 | $277K |
| Mission Creek Capital Partners, Inc. | 0.06% | Reduce -1.5% | 1,350 | $276K |
| Global Wealth Management Investment Advisory, Inc. | 0.05% | New | 1,350 | $276K |
| Dash Acquisitions Inc. | 0.06% | No change | 1,321 | $275K |
| First American Trust, FSB | 0.02% | Reduce -4.0% | 1,341 | $275K |
| MWA Asset Management | 0.17% | Reduce -11.0% | 1,341 | $274K |
| Tenon Financial LLC | 0.12% | No change | 1,338 | $274K |
| Wolff Wiese Magana LLC | 0.17% | No change | 1,333 | $273K |
| Bay Harbor Wealth Management, LLC | 0.08% | No change | 1,323 | $272K |
| Vance Wealth, LLC | 0.09% | Add +13.0% | 1,321 | $270K |
| JSF Financial, LLC | 0.06% | New | 1,320 | $270K |
| Caerus Investment Advisors, LLC | 0.26% | No change | 1,320 | $270K |
| Reyes Financial Architecture, Inc. | 0.23% | No change | 1,312 | $269K |
| Concord Asset Management, LLC | 0.04% | New | 1,307 | $268K |
| Concord Wealth Partners | 0.04% | Reduce -0.1% | 1,307 | $268K |
| Cathy Pareto & Associates, Inc. | 0.22% | Reduce -1.1% | 1,307 | $268K |
| Peddock Capital Advisors, LLC | 0.06% | No change | 1,304 | $267K |
| Clearview Wealth Advisors LLC | 0.19% | Reduce -0.6% | 1,302 | $266K |
| Corus Family Wealth Advisors | 0.19% | No change | 1,301 | $266K |
| Kilter Group LLC | 0.14% | Reduce -16.9% | 1,300 | $266K |
| Brass Tax Wealth Management, Inc. | 0.05% | Add +9.7% | 1,300 | $266K |
| Argus Investors' Counsel, Inc. | 0.19% | No change | 1,293 | $265K |
| Acorn Financial Advisory Services Inc. | 0.04% | Reduce -22.4% | 1,288 | $264K |
| Valtinson Bruner Financial Planning LLC | 0.08% | New | 1,287 | $263K |
| Financial Synergies Wealth Advisors, Inc. | 0.03% | Reduce -1.3% | 1,285 | $263K |
| Resources Management Corp. /CT/ | 0.04% | No change | 1,285 | $263K |
| Haven Private, LLC | 0.12% | Reduce -3.8% | 1,280 | $262K |
| Stratos Investment Management, LLC | 0.01% | Add +12.4% | 1,273 | $261K |
| Murphy Pohlad Asset Management LLC | 0.11% | No change | 1,271 | $260K |
| Trust Co. of Toledo NA | 0.03% | New | 1,269 | $260K |
| Traynor Capital Management, Inc. | 0.02% | New | 1,257 | $259K |
| Accent Capital Management, LLC | 0.12% | Add +3.4% | 1,261 | $258K |
| Empirical Asset Management, LLC | 0.08% | No change | 1,256 | $257K |
| Kropog Financial Group, LLC | 0.22% | Reduce -4.9% | 1,254 | $257K |
| First Financial Bankshares Inc | 0.01% | No change | 1,254 | $257K |
| Oldfather Financial Services, LLC | 0.09% | No change | 1,252 | $256K |
| Evolution Wealth Management Inc. | 0.32% | — | 1,251 | $256K |
| LCNB Corp. | 0.09% | New | 1,248 | $255K |
| Accurate Wealth Management, LLC | 0.04% | Reduce -0.1% | 1,231 | $255K |
| Gould Asset Management LLC | 0.05% | Reduce -3.3% | 1,245 | $255K |
| G2 Capital Management, LLC / Oh | 0.07% | Reduce -4.0% | 1,241 | $254K |
| Archvest Wealth Advisors, Inc. | 0.22% | Reduce -4.6% | 1,241 | $254K |
| AllSquare Wealth Management LLC | 0.14% | No change | 1,239 | $254K |
| Iowa State Bank | 0.05% | No change | 1,239 | $254K |
| BNP Paribas Financial Markets | 0.00% | Reduce -98.3% | 1,234 | $253K |
| SMI Advisory Services, LLC | 0.05% | New | 1,229 | $252K |
| Live Oak Private Wealth LLC | 0.04% | Reduce -2.7% | 1,228 | $251K |
| Greenwood Gearhart LLC | 0.02% | Reduce -12.1% | 1,226 | $251K |
| Abound Wealth Management | 0.07% | No change | 1,226 | $251K |
| Zullo Investment Group, Inc. | 0.10% | No change | 1,225 | $251K |
| Farmers Trust Co. | 0.05% | No change | 1,224 | $251K |
| Cottage Street Advisors LLC | 0.13% | No change | 1,224 | $250K |
| Firethorn Wealth Partners, LLC | 0.11% | Add +15.6% | 1,223 | $250K |
| Old Port Advisors | 0.07% | Reduce -2.3% | 1,217 | $249K |
| Sound Income Strategies, LLC | 0.01% | Reduce -2.4% | 1,217 | $249K |
| Howe & Rusling Inc. | 0.02% | Reduce -12.9% | 1,214 | $248K |
| Kera Capital Partners, Inc. | 0.05% | Add +0.8% | 1,214 | $248K |
| Isthmus Partners, LLC | 0.03% | No change | 1,211 | $248K |
| True North Advisors, LLC | 0.05% | No change | 1,207 | $247K |
| Redwood Wealth Management Group, LLC | 0.11% | No change | 1,204 | $246K |
| Resolute Wealth Strategies, LLC | 0.13% | No change | 1,203 | $246K |
| Pacifica Partners Inc. | 0.10% | Reduce -1.2% | 1,207 | $246K |
| Precedent Wealth Partners, LLC | 0.06% | Reduce -21.9% | 1,202 | $246K |
| Klingenstein Fields & Co. LP | 0.01% | Reduce -2.4% | 1,197 | $245K |
| SK Wealth Management, LLC | 0.11% | Add +0.4% | 1,182 | $245K |
| Financial Connections Group, Inc. | 0.10% | No change | 1,195 | $244K |
| Charles Schwab Trust Co | 0.02% | New | 1,192 | $244K |
| Francis Financial, Inc. | 0.06% | No change | 1,190 | $244K |
| Goldstone Financial Group, LLC | 0.03% | Add +1.2% | 1,171 | $243K |
| Beacon Harbor Wealth Advisors, Inc. | 0.06% | No change | 1,187 | $243K |
| Gries Financial LLC | 0.04% | New | 1,185 | $243K |
| Watchman Group, Inc. | 0.06% | No change | 1,183 | $242K |
| Balentine LLC | 0.01% | No change | 1,183 | $242K |
| Kestra Investment Management, LLC | 0.01% | Add +4.5% | 1,177 | $241K |
| Altfest L J & Co. Inc. | 0.03% | No change | 1,175 | $240K |
| Next Level Private LLC | 0.08% | No change | 1,172 | $240K |
| Bravias Capital Group, LLC | 0.18% | No change | 1,170 | $239K |
| Marathon Capital Management | 0.06% | No change | 1,169 | $239K |
| King Wealth Management Group | 0.03% | No change | 1,168 | $239K |
| Summit Wealth Group LLC / Co. | 0.06% | — | 1,162 | $239K |
| Park Edge Advisors, LLC | 0.06% | No change | 1,165 | $238K |
| Triangle Securities Wealth Management | 0.06% | No change | 1,162 | $238K |
| Waypoint Wealth Partners Inc. | 0.06% | New | 1,162 | $238K |
| Colonial River Investments, LLC | 0.10% | Reduce -2.1% | 1,147 | $238K |
| Rather & Kittrell, Inc. | 0.05% | New | 1,167 | $238K |
| W1M Investment Management Ltd | 0.00% | No change | 1,161 | $238K |
| Midland Wealth Advisors, LLC | 0.01% | No change | 1,156 | $237K |
| Nemes Rush Group LLC | 0.03% | No change | 1,151 | $236K |
| AF Advisors, Inc. | 0.08% | No change | 1,150 | $235K |
| Carmel Capital Partners, LLC | 0.08% | New | 1,149 | $235K |
| BetterWealth, LLC | 0.06% | No change | 1,148 | $235K |
| Prasad Wealth Partners, LLC | 0.07% | No change | 1,143 | $234K |
| Parkwoods Wealth Partners, LLC | 0.14% | New | 1,143 | $234K |
| Olistico Wealth, LLC | 0.13% | No change | 1,141 | $234K |
| ETF Store, Inc. | 0.27% | Add +1.2% | 1,141 | $234K |
| Pin Oak Investment Advisors Inc. | 0.20% | No change | 1,205 | $233K |
| Callahan Advisors, LLC | 0.02% | New | 1,138 | $233K |
| Measured Wealth Private Client Group, LLC | 0.07% | No change | 1,129 | $231K |
| Bison Wealth, LLC | 0.02% | New | 1,118 | $231K |
| Silverleafe Capital Partners, LLC | 0.08% | No change | 1,126 | $230K |
| Keebeck Wealth Management | 0.03% | Reduce -25.1% | 1,121 | $230K |
| First City Capital Management, Inc. | 0.13% | Reduce -1.3% | 1,125 | $230K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +15.2% | 1,120 | $229K |
| Level Financial Advisors | 0.07% | No change | 1,118 | $229K |
| Lakeshore Financial Planning, Inc. | 0.09% | Add +4.7% | 1,117 | $229K |
| Obsidian Cio, LLC | 0.03% | Add +2.6% | 1,116 | $228K |
| Wealthcare Capital Management LLC | 0.02% | No change | 1,111 | $227K |
| V2 Financial group LLC | 0.14% | No change | 1,100 | $225K |
| Capital Management Corp. | 0.04% | Reduce -75.0% | 1,100 | $225K |
| Waterloo Capital, L.P. | 0.02% | No change | 1,100 | $225K |
| CX Institutional | 0.01% | No change | 1,094 | $224K |
| Triumph Capital Management | 0.07% | No change | 1,093 | $224K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +4.1% | 1,093 | $224K |
| New Century Financial Group, LLC | 0.26% | Reduce -45.1% | 1,090 | $223K |
| Amarillo National Bank | 0.04% | No change | 1,090 | $223K |
| First Financial Group Corp | 0.22% | No change | 1,085 | $222K |
| Stark Wealth Management LLC | 0.32% | No change | 1,081 | $221K |
| Full Sail Capital, LLC | 0.01% | Add +1.8% | 1,073 | $220K |
| Fortis Capital Management LLC | 0.03% | New | 1,064 | $218K |
| Guyasuta Investment Advisors Inc. | 0.01% | Add +0.8% | 1,061 | $217K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 1,045 | $217K |
| Advus Financial Partners, LLC | 0.06% | No change | 1,052 | $215K |
| ArchPoint Investors | 0.06% | No change | 1,043 | $214K |
| Clearwater Capital Advisors, LLC | 0.02% | Reduce -1.4% | 1,045 | $214K |
| Zacks Investment Management | 0.00% | Reduce -27.7% | 1,043 | $213K |
| Vantage Point Financial LLC | 0.09% | No change | 1,041 | $213K |
| Florida Financial Advisors, LLC | 0.05% | New | 1,041 | $213K |
| Maltin Wealth Management, Inc. | 0.10% | No change | 1,040 | $213K |
| RMR Wealth Builders | 0.02% | New | 1,033 | $212K |
| Red Door Wealth Management, LLC | 0.03% | Reduce -3.1% | 1,034 | $212K |
| Core Wealth Partners LLC | 0.11% | Reduce -4.6% | 1,033 | $211K |
| Heritage Investment Group, Inc. | 0.04% | No change | 1,033 | $211K |
| Aull & Monroe Investment Management Corp | 0.11% | New | 1,030 | $211K |
| Rinkey Investments | 0.06% | Reduce -16.3% | 1,030 | $211K |
| WPWealth LLP | 0.04% | Reduce -0.3% | 1,030 | $211K |
| Ascentis Independent Advisors | 0.04% | Reduce -12.7% | 1,030 | $211K |
| Arjuna Capital | 0.06% | New | 1,028 | $210K |
| Nicholson Wealth Management Group, LLC | 0.13% | New | 1,026 | $210K |
| Vorpal, LLC | 0.85% | New | 1,023 | $209K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | New | 1,022 | $209K |
| Vestia Personal Wealth Advisors | 0.14% | New | 1,021 | $209K |
| Quotient Wealth Partners, LLC | 0.01% | New | 1,018 | $208K |
| Burton Enright Welch | 0.04% | New | 1,017 | $208K |
| Cloud Capital Management, LLC | 0.13% | No change | 1,006 | $208K |
| Curated Wealth Partners LLC | 0.02% | New | 1,014 | $208K |
| Accordant Advisory Group Inc | 0.15% | No change | 1,013 | $207K |
| Winnacle Wealth LLC | 0.15% | New | 1,013 | $207K |
| Intergy Private Wealth, LLC | 0.07% | New | 1,011 | $207K |
| Comprehensive Money Management Services LLC | 0.16% | Reduce -27.3% | 1,010 | $207K |
| Uniting Wealth Partners, LLC | 0.08% | Reduce -9.8% | 1,008 | $206K |
| Avalon Capital Management | 0.06% | New | 1,002 | $205K |
| First County Bank | 0.11% | New | 1,000 | $205K |
| Solano Wealth Investment Advisors LLC | 0.11% | New | 1,000 | $205K |
| First Financial Corp. | 0.09% | No change | 1,000 | $205K |
| Element Pointe Advisors, LLC | 0.05% | New | 1,000 | $205K |
| LMCG Investments, LLC | 0.01% | New | 1,000 | $205K |
| Private Wealth Partners, LLC | 0.02% | New | 999 | $204K |
| Pinnacle Wealth Management Group, Inc. | 0.12% | New | 998 | $204K |
| LVW Advisors, LLC | 0.02% | New | 996 | $204K |
| Lee Danner & Bass Inc. | 0.02% | Reduce -9.1% | 995 | $204K |
| Redwood Financial Network Corp | 0.14% | New | 995 | $204K |
| Bar Harbor Wealth Management | 0.01% | New | 995 | $204K |
| Hidden Cove Wealth Management, LLC | 0.15% | New | 995 | $204K |
| Evelyn Partners Asset Management Ltd | 0.05% | No change | 990 | $203K |
| Blue Investment Partners LLC | 0.07% | New | 989 | $202K |
| Meritage Portfolio Management | 0.01% | New | 988 | $202K |
| Phoenix Wealth Advisors | 0.08% | New | 987 | $202K |
| Guerra Pan Advisors, LLC | 0.13% | New | 985 | $202K |
| FSA Investment Group, LLC | 0.15% | New | 982 | $201K |
| Godsey & Gibb, Inc. | 0.02% | Reduce -6.6% | 981 | $201K |
| Riversedge Advisors, LLC | 0.04% | New | 979 | $200K |
| NBT Bank, N.A. | 0.01% | Reduce -41.7% | 977 | $200K |
| Bogart Wealth, LLC | 0.01% | Reduce -54.7% | 973 | $199K |
| Copia Wealth Management | 0.17% | No change | 959 | $196K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 952 | $196K |
| First Pacific Financial | 0.03% | Add +127.0% | 940 | $192K |
| Coastline Trust Co | 0.02% | No change | 934 | $191K |
| Roble, Belko & Company, Inc | 0.03% | No change | 880 | $180K |
| McIlrath & Eck, LLC | 0.02% | No change | 861 | $176K |
| Clearstead Trust, LLC | 0.03% | Add +59.0% | 854 | $175K |
| Main Management LLC | 0.01% | No change | 833 | $170K |
| Millstone Evans Group, LLC | 0.11% | No change | 798 | $163K |
| Rossby Financial, LCC | 0.06% | Add +5.4% | 784 | $160K |
| Briaud Financial Planning Inc | 0.06% | No change | 786 | $160K |
| Cornerstone Planning Group LLC | 0.03% | Reduce -10.3% | 762 | $157K |
| Syntax Research, Inc. | 0.11% | No change | 758 | $155K |
| Princeton Global Asset Management LLC | 0.03% | Reduce -27.9% | 743 | $152K |
| GeoWealth Management, LLC | 0.01% | Add +9.3% | 737 | $151K |
| Stelac Advisory Services LLC | 0.06% | No change | 707 | $145K |
| MTM Investment Management, LLC | 0.05% | New | 707 | $145K |
| Elevation Wealth Partners, LLC | 0.06% | No change | 705 | $144K |
| Centennial Bank | 0.06% | Reduce -18.6% | 700 | $143K |
| Brown, Lisle/Cummings, Inc. | 0.04% | No change | 695 | $142K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | Reduce -4.0% | 688 | $141K |
| Cooksen Wealth, LLC | 0.11% | Reduce -14.4% | 660 | $135K |
| Winch Advisory Services, LLC | 0.03% | Add +43.9% | 656 | $134K |
| Boreal Capital Management LLC | 0.13% | — | 650 | $134K |
| Mb, Levis & Associates, LLC | 0.06% | No change | 652 | $133K |
| Colonial Trust Advisors | 0.01% | Add +79.3% | 651 | $133K |
| Bellevue Asset Management, LLC | 0.06% | Add +0.2% | 631 | $129K |
| Newton One Investments LLC | 0.04% | No change | 627 | $128K |
| Winthrop Capital Management, LLC | 0.03% | No change | 624 | $128K |
| St. Johns Investment Management Company, LLC | 0.06% | New | 600 | $123K |
| GoalVest Advisory LLC | 0.03% | No change | 598 | $122K |
| MCF Advisors LLC | 0.01% | No change | 590 | $121K |
| SJS Investment Consulting Inc. | 0.02% | No change | 586 | $120K |
| Alpine Bank Wealth Management | 0.02% | No change | 557 | $114K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -8.1% | 545 | $113K |
| Fairway Wealth LLC | 0.04% | No change | 540 | $111K |
| Aventura Private Wealth, LLC | 0.05% | No change | 520 | $106K |
| Avondale Wealth Management | 0.06% | No change | 517 | $106K |
| Truvestments Capital LLC | 0.02% | Reduce -1.0% | 515 | $105K |
| Evermay Wealth Management LLC | 0.01% | Reduce -4.3% | 511 | $105K |
| Rialto Wealth Management, LLC | 0.03% | Reduce -40.4% | 495 | $101K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.03% | Add +758.2% | 472 | $97K |
| New Millennium Group LLC | 0.05% | No change | 473 | $97K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -10.4% | 465 | $95K |
| Traub Capital Management LLC | 0.08% | — | 447 | $92K |
| Twin Peaks Wealth Advisors, LLC | 0.03% | New | 436 | $91K |
| Parkside Financial Bank & Trust | 0.01% | No change | 442 | $91K |
| Toth Financial Advisory Corp. | 0.01% | Reduce -10.6% | 440 | $90K |
| REAP Financial Group, LLC | 0.02% | Reduce -5.6% | 421 | $86K |
| Headlands Technologies LLC | 0.01% | Reduce -36.9% | 412 | $84K |
| Stuart Chaussee & Associates, Inc. | 0.02% | No change | 410 | $84K |
| WFA Asset Management Corp | 0.05% | No change | 455 | $83K |
| 10Elms LLP | 0.09% | No change | 400 | $82K |
| Fortitude Family Office, LLC | 0.03% | Reduce -3.6% | 378 | $77K |
| Transce3nd, LLC | 0.03% | Reduce -5.8% | 370 | $76K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 361 | $74K |
| Clarity Asset Management, Inc. | 0.04% | Add +20.4% | 354 | $73K |
| Cary Street Partners Investment Advisory LLC | 0.04% | Add +22.1% | 354 | $72K |
| Founders Capital Management | 0.04% | No change | 350 | $72K |
| Tidemark, LLC | 0.02% | No change | 348 | $71K |
| FSA Wealth Management LLC | 0.03% | No change | 340 | $70K |
| True Wealth Design, LLC | 0.02% | Reduce -35.4% | 339 | $69K |
| Atwood & Palmer Inc. | 0.00% | No change | 336 | $69K |
| Sittner & Nelson, LLC | 0.03% | No change | 328 | $67K |
| Creative Capital Management Investments LLC | 0.02% | Add +42.0% | 328 | $67K |
| Private Wealth Management Group, LLC | 0.02% | No change | 320 | $65K |
| Cypress Capital Management LLC (WY) | 0.07% | No change | 318 | $65K |
| Eukles Asset Management | 0.03% | No change | 314 | $64K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 313 | $64K |
| Investors Research Corp | 0.01% | No change | 309 | $63K |
| Maseco LLP | 0.00% | — | 298 | $61K |
| JDM Financial Group LLC | 0.03% | No change | 293 | $60K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +37.8% | 288 | $59K |
| TOWER TRUST & INVESTMENT Co | 0.04% | No change | 288 | $59K |
| Opal Wealth Advisors, LLC | 0.02% | Reduce -14.9% | 285 | $58K |
| WPG Advisers, LLC | 0.05% | Add +0.7% | 282 | $58K |
| Cornerstone National Bank & Trust Co | 0.02% | No change | 280 | $57K |
| Horrell Capital Management, Inc. | 0.02% | No change | 274 | $56K |
| Atlantic Private Wealth, LLC | 0.04% | No change | 267 | $55K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 262 | $54K |
| Anfield Capital Management, LLC | 0.02% | Add +62.5% | 260 | $53K |
| Vestor Capital, LLC | 0.00% | Reduce -64.2% | 256 | $52K |
| Legacies Wealth LLC | 0.03% | No change | 250 | $51K |
| Capital A Wealth Management, LLC | 0.57% | New | 300 | $51K |
| Solstein Capital, LLC | 0.03% | New | 246 | $50K |
| Gitterman Wealth Management, LLC | 0.01% | New | 245 | $50K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 245 | $50K |
| Dogwood Wealth Management LLC | 0.02% | No change | 243 | $50K |
| Hara Capital LLC | 0.03% | No change | 244 | $50K |
| Promus Capital, LLC | 0.03% | Add +3.2% | 226 | $46K |
| Carderock Capital Management Inc. | 0.01% | New | 225 | $46K |
| Core Alternative Capital | 0.01% | Reduce -14.6% | 223 | $46K |
| Horizons Wealth Management | 0.03% | No change | 222 | $45K |
| HighMark Wealth Management LLC | 0.02% | Add +13.0% | 209 | $43K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 208 | $43K |
| Inlight Wealth Management, LLC | 0.02% | No change | 205 | $42K |
| Global Trust Asset Management, LLC | 0.02% | No change | 201 | $41K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 201 | $41K |
| Team Financial Group, LLC | 0.02% | New | 198 | $41K |
| Proffitt & Goodson Inc. | 0.01% | No change | 196 | $40K |
| United Community Bank | 0.01% | Add +89.3% | 195 | $40K |
| New England Capital Financial Advisors LLC | 0.02% | No change | 192 | $39K |
| TFC Financial Management, Inc. | 0.01% | Add +526.7% | 188 | $39K |
| Quest 10 Wealth Builders, Inc. | 0.04% | No change | 186 | $38K |
| North Ridge Wealth Advisors, Inc. | 0.02% | Reduce -3.1% | 185 | $38K |
| Comprehensive Financial Planning, Inc. | 0.03% | Reduce -9.2% | 178 | $36K |
| Longview Financial Advisors LLC | 0.02% | No change | 175 | $36K |
| Thompson Investment Management, Inc. | 0.01% | No change | 175 | $36K |
| Proathlete Wealth Management LLC | 0.01% | New | 173 | $35K |
| Twin Lakes Capital Management, LLC | 0.02% | No change | 164 | $34K |
| WealthCollab, LLC | 0.02% | No change | 148 | $30K |
| Piscataqua Savings Bank | 0.03% | No change | 148 | $30K |
| Valued Wealth Advisors LLC | 0.02% | Reduce -51.7% | 145 | $30K |
| GW&K Investment Management, LLC | 0.00% | Reduce -26.3% | 140 | $29K |
| Parkworth Wealth Management, Inc. | 0.02% | No change | 141 | $29K |
| Y.D. More Investments Ltd | 0.00% | No change | 136 | $28K |
| Curio Wealth, LLC | 0.01% | Add +4300.0% | 132 | $27K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 128 | $26K |
| Allianz SE | 0.00% | No change | 124 | $25K |
| Bank of New Hampshire | 0.01% | No change | 117 | $24K |
| Highline Wealth Partners LLC | 0.01% | No change | 115 | $24K |
| Milestone Investment Advisors LLC | 0.01% | No change | 112 | $23K |
| Hurley Capital, LLC | 0.02% | No change | 107 | $22K |
| American National Bank & Trust | 0.00% | No change | 107 | $22K |
| Tompkins Financial Corp. | 0.00% | No change | 107 | $22K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | No change | 106 | $22K |
| Cheviot Value Management, LLC | 0.00% | No change | 100 | $21K |
| 1620 Investment Advisors, Inc. | 0.01% | Reduce -28.6% | 100 | $20K |
| Midwest Capital Advisors, LLC | 0.01% | No change | 100 | $20K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 100 | $20K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +1314.3% | 99 | $20K |
| Barnes Dennig Private Wealth Management LLC | 0.02% | No change | 92 | $19K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | — | 97 | $19K |
| Chelsea Counsel Co. | 0.01% | No change | 88 | $18K |
| Keener Financial Planning LLC | 0.01% | No change | 90 | $18K |
| Kozak & Associates, Inc. | 0.00% | Add +1.2% | 82 | $17K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 81 | $17K |
| Safe Harbor Fiduciary, LLC | 0.02% | Reduce -50.6% | 80 | $16K |
| Horizon Financial Services, LLC | 0.01% | No change | 78 | $16K |
| Semmax Financial Advisors Inc. | 0.00% | New | 72 | $15K |
| Navigoe, LLC | 0.01% | No change | 69 | $14K |
| Rakuten Securities, Inc. | 0.01% | Reduce -71.1% | 67 | $14K |
| RMG Wealth Management LLC | 0.00% | — | 66 | $14K |
| Financial Gravity Companies, Inc. | 0.00% | — | 641,889 | $13K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | Reduce -97.8% | 64 | $13K |
| Bangor Savings Bank | 0.00% | Reduce -70.9% | 64 | $13K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 63 | $13K |
| Blume Capital Management, Inc. | 0.00% | New | 62 | $13K |
| Stone House Investment Management, LLC | 0.00% | No change | 54 | $11K |
| Financial Network Wealth Advisors LLC | 0.01% | Add +17.8% | 53 | $11K |
| Pinney & Scofield, Inc. | 0.01% | No change | 52 | $11K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +10.9% | 51 | $11K |
| Total Investment Management Inc. | 0.00% | New | 50 | $10K |
| PayPay Securities Corp | 0.42% | Add +2.4% | 42 | $9K |
| Legacy Investment Solutions, LLC | 0.00% | — | 41 | $8K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 41 | $8K |
| BankPlus Trust Department | 0.00% | No change | 40 | $8K |
| Silicon Valley Capital Partners | 0.00% | Add +3900.0% | 40 | $8K |
| PMV Capital Advisers, LLC | 0.02% | New | 35 | $7K |
| Nova Wealth Management, Inc. | 0.00% | Reduce -74.8% | 32 | $7K |
| Bank & Trust Co | 0.00% | No change | 30 | $6K |
| Park Square Financial Group, LLC | 0.00% | No change | 30 | $6K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 22 | $4K |
| Ascentis Wealth Management, LLC | 0.00% | Add +12.5% | 18 | $4K |
| Catherine Avery Investment Management LLC | 0.00% | No change | 17 | $3K |
| Country Trust Bank | 0.00% | Add +1500.0% | 16 | $3K |
| Activest Wealth Management | 0.00% | No change | 15 | $3K |
| Bernard Wealth Management Corp. | 0.00% | No change | 13 | $3K |
| LGT Financial Advisors LLC | 0.01% | No change | 10 | $2K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 9 | $2K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 8 | $2K |
| Innovative Advisory Group, LLC | 0.00% | No change | 8 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -11.1% | 8 | $2K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 6 | $1K |
| Gold Investment Management Ltd. | 0.00% | No change | 5 | $1K |
| Vision Financial Markets LLC | 0.00% | Add +20.0% | 6 | $1K |
| Gould Capital, LLC | 0.00% | No change | 5 | $1K |
| Covestor Ltd | 0.00% | No change | 6 | $1K |
| Luminist Capital LLC | 0.00% | No change | 2 | $412 |
"% of holder's portfolio" is VIG's weight in each manager's 13F, not the share of Vanguard Dividend Apprec ETF the manager owns.