Vanguard Dividend Apprec ETFVIGETF
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 2,537 institutions reported holding Vanguard Dividend Apprec ETF (VIG) in their 13F filings, up 199 from Q3 2025. 109 opened new positions and 65 sold out. The largest holders were Bank of America Corp. ($5.4B), Morgan Stanley ($2.8B) and Wells Fargo & Company ($2.4B). 5 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- Vanguard Dividend Apprec ETF
- CUSIP
- 921908844
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 109 | $108.8M |
| Exits | 65 | $249.0M |
All 13F filers, Q3 2025 → Q4 2025: 10,708,024 shares bought and 4,160,156 shares sold, net +6,547,868 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,537 holders
| Bank of America Corp. | 0.40% | Add +16.2% | 24,739,680 | $5.4B |
| Morgan Stanley | 0.17% | Add +2.0% | 12,774,029 | $2.8B |
| Wells Fargo & Company | 0.47% | Add +2.1% | 10,814,160 | $2.4B |
| Vanguard Group Inc. | 0.03% | Add +1.2% | 10,690,700 | $2.3B |
| Wealthfront Advisers LLC | 4.85% | Add +3.0% | 9,879,191 | $2.2B |
| LPL Financial LLC | 0.42% | Add +0.5% | 6,909,821 | $1.5B |
| UBS Group AG | 0.27% | Reduce -1.1% | 6,258,850 | $1.4B |
| HB Wealth Management, LLC | 8.06% | Add +3.5% | 5,705,891 | $1.2B |
| Raymond James Financial Inc. | 0.38% | Add +4.9% | 5,591,809 | $1.2B |
| Royal Bank of Canada | 0.16% | Add +4.2% | 4,159,179 | $914.1M |
| JPMorgan Chase & Co. | 0.05% | Add +4.1% | 3,244,650 | $713.1M |
| Prudential Financial Inc. | 0.72% | Reduce -0.4% | 2,700,391 | $598.1M |
| Ameriprise Financial Inc. | 0.13% | Add +4.0% | 2,617,848 | $575.5M |
| Commonwealth Equity Services, LLC | 0.75% | Reduce -9.4% | 2,571,410 | $565.1M |
| HighTower Advisors, LLC | 0.57% | Add +0.5% | 2,357,937 | $518.2M |
| Envestnet Asset Management Inc. | 0.15% | Add +1.0% | 2,297,764 | $505.0M |
| Signaturefd, LLC | 7.21% | Add +5.5% | 2,147,173 | $471.9M |
| Osaic Holdings, Inc. | 0.61% | Add +3.1% | 1,888,222 | $415.2M |
| Jones Financial Companies LLLP | 0.23% | Add +12.5% | 1,736,188 | $381.6M |
| Wealth Enhancement Advisory Services, LLC | 0.48% | Add +6.3% | 1,572,682 | $352.4M |
| Northwestern Mutual Wealth Management Co. | 0.22% | Reduce -2.9% | 1,576,329 | $346.4M |
| Corient Private Wealth LP | 0.47% | Reduce -0.0% | 1,573,180 | $345.8M |
| Modera Wealth Management, LLC | 3.94% | Reduce -2.8% | 1,550,778 | $340.8M |
| Mariner, LLC | 0.36% | Add +0.5% | 1,392,298 | $306.0M |
| Joel Isaacson & Co., LLC | 9.57% | Add +2.3% | 1,318,257 | $289.7M |
| Howard Capital Management, LLC | 3.50% | No change | 1,231,457 | $270.6M |
| Waverly Advisors, LLC | 2.17% | Add +30.5% | 1,216,612 | $267.4M |
| Captrust Financial Advisors | 0.50% | Reduce -0.4% | 1,205,106 | $264.9M |
| Trust Point Inc. | 20.86% | Add +0.8% | 1,201,786 | $264.1M |
| Cetera Investment Advisers | 0.28% | Reduce -3.4% | 1,175,067 | $258.3M |
| Creative Planning | 0.18% | Add +0.8% | 1,126,535 | $247.6M |
| Bank of New York Mellon Corp | 0.04% | Reduce -2.3% | 1,069,026 | $235.0M |
| Stifel Financial Corp. | 0.21% | Add +1.8% | 1,058,581 | $232.7M |
| MAI Capital Management | 1.27% | Reduce -1.2% | 996,705 | $219.1M |
| Brown Advisory Inc. | 0.30% | Add +0.1% | 978,762 | $215.1M |
| Aspiriant, LLC | 6.02% | Reduce -1.5% | 954,027 | $209.7M |
| Manufacturers Life Insurance Company, The | 0.16% | Reduce -3.8% | 894,996 | $196.7M |
| Cambridge Investment Research Advisors, Inc. | 0.50% | Reduce -2.2% | 860,343 | $189.1M |
| Cerity Partners LLC | 0.27% | Add +28.2% | 857,698 | $188.5M |
| Truist Financial Corp. | 0.25% | Reduce -0.3% | 857,525 | $188.5M |
| Rockefeller Capital Management L.P. | 0.33% | Add +18.1% | 828,705 | $182.1M |
| Cresset Asset Management, LLC | 0.73% | Add +12.4% | 779,047 | $171.2M |
| Mercer Global Advisors Inc. | 0.26% | Add +0.2% | 772,653 | $170.1M |
| Confluence Wealth Services, Inc. | 7.02% | Add +6.7% | 771,539 | $169.6M |
| DAVENPORT & Co LLC | 0.91% | Add +8.7% | 760,858 | $167.2M |
| Bank of Montreal | 0.07% | Reduce -0.5% | 753,580 | $165.6M |
| Nicholas Hoffman & Company, LLC. | 3.81% | Add +0.3% | 747,782 | $164.3M |
| Goldman Sachs Group Inc. | 0.02% | Add +3.2% | 717,447 | $157.7M |
| Focus Partners Wealth | 0.17% | Reduce -2.6% | 688,833 | $151.3M |
| Blair William & Co. | 0.40% | Add +1.0% | 673,554 | $148.0M |
| Diversified Enterprises, LLC | 8.69% | Add +3.9% | 665,052 | $146.2M |
| Baird Financial Group, Inc. | 0.22% | Add +1.1% | 640,862 | $140.8M |
| Private Advisor Group, LLC | 0.64% | Add +0.0% | 617,239 | $135.7M |
| MML Investors Services, LLC | 0.32% | Add +0.9% | 590,724 | $129.8M |
| Janney Montgomery Scott LLC | 0.29% | Add +5.2% | 584,802 | $128.5M |
| &partners | 0.67% | Add +9.8% | 575,385 | $127.5M |
| Glenmede Trust Co. NA | 0.59% | — | 570,930 | $125.5M |
| Kestra Advisory Services, LLC | 0.49% | Add +35.8% | 541,017 | $118.9M |
| Fifth Third Bancorp | 0.34% | Reduce -3.4% | 488,974 | $107.5M |
| Sanctuary Advisors, LLC | 0.57% | Add +2.0% | 473,415 | $104.0M |
| Steward Partners Investment Advisory, LLC | 0.57% | Add +4.1% | 471,538 | $103.6M |
| TD Private Client Wealth LLC | 2.20% | Add +1.3% | 469,285 | $103.1M |
| Franklin Resources Inc. | 0.02% | Add +1.6% | 451,838 | $99.3M |
| FMR LLC | 0.01% | Add +2.5% | 449,187 | $98.7M |
| Haverford Trust Co | 0.79% | Add +3.5% | 402,947 | $88.6M |
| PNC Financial Services Group, Inc. | 0.05% | Add +6.9% | 382,031 | $84.0M |
| 360 Financial, Inc. | 25.26% | Add +5.8% | 380,314 | $83.6M |
| Ieq Capital, LLC | 0.24% | Add +7.8% | 364,855 | $80.2M |
| NewEdge Advisors, LLC | 0.28% | Add +6.4% | 356,184 | $78.3M |
| Systematic Alpha Investments, LLC | 2.42% | No change | 353,000 | $77.6M |
| Sequoia Financial Advisors, LLC | 0.43% | Add +30.6% | 348,480 | $76.6M |
| Hubbell Strickland Wealth Management, LLC | 30.44% | Reduce -0.7% | 344,235 | $75.7M |
| Stokes Family Office, LLC | 6.89% | Reduce -21.9% | 342,887 | $75.4M |
| Park Avenue Securities LLC | 0.63% | Add +4.2% | 336,436 | $73.9M |
| Brookstone Capital Management | 0.83% | Add +3.3% | 329,974 | $72.5M |
| Baltimore-Washington Financial Advisors, Inc. | 2.92% | Add +2.4% | 317,797 | $69.8M |
| Performance Wealth Partners, LLC | 1.87% | Reduce -0.4% | 314,584 | $69.1M |
| Paragon Capital Management Ltd | 13.79% | Reduce -1.0% | 308,695 | $67.8M |
| Beacon Pointe Advisors, LLC | 0.47% | Add +11.0% | 304,599 | $66.9M |
| Advisor OS, LLC | 5.37% | Add +4.3% | 303,355 | $66.7M |
| Rwa Wealth Partners, LLC | 0.72% | Add +215.9% | 301,164 | $66.2M |
| MJP Associates Inc. | 8.09% | Add +6.1% | 294,138 | $64.6M |
| Berkshire Money Management, Inc. | 5.94% | Reduce 0.0% | 283,087 | $62.2M |
| PDS Planning, Inc | 4.08% | Add +0.6% | 277,806 | $61.1M |
| Equitable Holdings, Inc. | 0.41% | Reduce -4.9% | 274,489 | $60.3M |
| True Link Financial Advisors, LLC | 3.62% | Add +99.8% | 270,984 | $59.6M |
| Planning Alternatives Ltd. | 7.41% | Reduce -0.6% | 267,563 | $58.8M |
| Provenance Wealth Advisors, LLC | 6.47% | Reduce -2.4% | 265,824 | $58.4M |
| Enclave Advisors LLC | 8.26% | Reduce -4.4% | 265,206 | $58.3M |
| Evensky & Katz LLC | 3.23% | Add +0.9% | 260,157 | $57.2M |
| US Bancorp \de | 0.06% | Reduce -0.7% | 252,156 | $55.4M |
| Wealth Architects, LLC | 4.86% | Add +0.5% | 245,249 | $53.9M |
| GLOBALT Investments LLC / GA | 1.93% | Reduce -0.9% | 240,847 | $52.9M |
| Principle Wealth Partners LLC | 2.87% | Reduce -5.1% | 231,695 | $50.9M |
| Northern Trust Corp. | 0.01% | Add +5.5% | 230,229 | $50.6M |
| Noble Family Wealth, LLC | 10.47% | Add +1.9% | 225,987 | $49.7M |
| New England Private Wealth Advisors LLC | 6.18% | Reduce -0.6% | 225,971 | $49.7M |
| Avantax Planning Partners, Inc. | 1.38% | Reduce -3.9% | 225,257 | $49.5M |
| Intellus Advisors LLC | 6.41% | Add +0.4% | 219,825 | $48.3M |
| Citigroup Inc. | 0.03% | Reduce -3.9% | 213,122 | $46.8M |
| Pathstone Holdings, LLC | 0.18% | Reduce -2.8% | 212,965 | $46.8M |
| Capital Advisors Wealth Management, LLC | 6.18% | Add +3.5% | 206,552 | $45.4M |
| E&G Advisors, LLC | 9.88% | Reduce -0.6% | 201,209 | $44.2M |
| Eclectic Associates Inc. | 6.88% | Add +5.8% | 200,557 | $44.1M |
| Howard Financial Services, LTD. | 5.03% | Add +3.8% | 195,818 | $43.0M |
| Ballentine Partners, LLC | 0.59% | Reduce -0.3% | 192,392 | $42.3M |
| Frazier Financial Advisors, LLC | 24.96% | Add +2.7% | 191,779 | $42.1M |
| Aurdan Capital Management, LLC | 12.94% | Add +4.9% | 190,876 | $42.0M |
| D.A. Davidson & Co. | 0.26% | Add +1.7% | 190,165 | $41.8M |
| Connecticut Wealth Management, LLC | 1.82% | Reduce -1.9% | 190,049 | $41.8M |
| Old Mission Investment Co LLC | 9.98% | Add +1.8% | 189,538 | $41.7M |
| Prime Capital Investment Advisors, LLC | 0.51% | Add +3.2% | 188,762 | $41.5M |
| TD Capital Management LLC | 3.67% | Reduce -0.3% | 188,120 | $41.3M |
| Concurrent Investment Advisors, LLC | 0.47% | Add +8.8% | 186,924 | $41.1M |
| Evoke Wealth, LLC | 0.76% | Add +2.8% | 179,740 | $39.5M |
| Florida Trust Wealth Management Co | 1.09% | Reduce -1.5% | 179,530 | $39.5M |
| Rational Advisors, Inc. | 4.27% | Reduce -8.3% | 178,338 | $39.2M |
| Baron Silver Stevens Financial Advisors, LLC | 5.64% | Add +1.8% | 177,970 | $39.1M |
| American Financial Advisors, LLC | 5.04% | Reduce -3.7% | 177,487 | $39.0M |
| West Paces Advisors Inc. | 7.48% | Add +3.0% | 175,966 | $38.7M |
| Laurel Wealth Advisors LLC | 5.08% | Add +0.4% | 174,743 | $38.4M |
| Clearstead Advisors, LLC | 0.48% | Add +6.1% | 174,624 | $38.4M |
| Prodigy Asset Management LLC | 13.32% | Add +1.6% | 172,617 | $37.9M |
| Crews Bank & Trust | 5.41% | Add +8.1% | 172,154 | $37.8M |
| FIDELIS iM, LLC | 14.65% | Add +13.8% | 171,696 | $37.7M |
| Vise Technologies, Inc. | 0.73% | Add +79.9% | 169,613 | $37.3M |
| Kohmann Bosshard Financial Services, LLC | 3.39% | Add +0.2% | 169,034 | $37.2M |
| AQR Capital Management | 0.02% | Add +25.6% | 168,882 | $37.1M |
| Diversified Trust Co. | 0.68% | Add +2.4% | 167,963 | $36.9M |
| Arlington Trust Co LLC | 3.75% | Reduce -8.2% | 167,220 | $36.8M |
| Investment Advisory Services Inc. /TX | 11.17% | Add +1.1% | 162,534 | $35.7M |
| EP Wealth Advisors, LLC | 0.18% | — | 161,756 | $35.6M |
| Betterment LLC | 0.07% | Add +3.5% | 159,921 | $35.1M |
| BlackRock, Inc. | 0.00% | Add +200.1% | 159,627 | $35.1M |
| Allworth Financial LP | 0.14% | Reduce -0.7% | 159,395 | $35.0M |
| Buska Wealth Management, LLC | 12.92% | Reduce -21.3% | 159,153 | $35.0M |
| Pinnacle Financial Partners, Inc. | 0.26% | — | 158,053 | $34.7M |
| Human Investing LLC | 4.89% | Reduce -1.8% | 157,578 | $34.6M |
| Cornerstone Advisory, LLC | 3.23% | Add +0.1% | 154,173 | $33.9M |
| M&T Bank Corp | 0.11% | Reduce -4.1% | 153,212 | $33.7M |
| AMG National Trust Bank | 0.79% | Add +25.4% | 153,186 | $33.7M |
| Valmark Advisers, Inc. | 0.42% | Add +0.3% | 153,038 | $33.6M |
| Seneca Financial Advisors LLC | 9.88% | Add +0.5% | 147,661 | $32.5M |
| Advisory Alpha, LLC | 0.88% | Reduce -0.0% | 147,445 | $32.4M |
| First Manhattan Co. Llc. | 0.09% | Add +0.2% | 147,330 | $32.4M |
| Capital Advisors, Ltd. LLC | 3.60% | Reduce -3.3% | 145,080 | $31.9M |
| Quantinno Capital Management LP | 0.06% | Add +24.3% | 144,180 | $31.7M |
| Studio Investment Management LLC | 5.79% | Reduce -0.1% | 144,060 | $31.7M |
| Sapient Capital LLC | 0.44% | Add +40.6% | 141,986 | $31.4M |
| Crane Advisory, LLC | 4.71% | Add +0.2% | 138,104 | $31.2M |
| Farther Finance Advisors, LLC | 0.33% | Add +62.3% | 139,357 | $30.6M |
| Founders Financial Securities LLC | 1.80% | Add +2.8% | 139,256 | $30.6M |
| Firestone Capital Management | 6.47% | Reduce -1.4% | 138,672 | $30.5M |
| Novem Group | 3.52% | Add +3.8% | 138,519 | $30.4M |
| Scotia Capital Inc. | 0.12% | Reduce -0.4% | 138,366 | $30.4M |
| ProVise Management Group, LLC | 2.13% | Reduce -0.5% | 136,120 | $29.9M |
| KilterHowling LLC | 15.10% | Add +4.1% | 135,572 | $29.8M |
| Klaas Financial Asset Advisors, LLC | 4.28% | Add +1.2% | 134,157 | $29.5M |
| MTM Financial Group, LLC | 13.97% | Add +1.8% | 133,172 | $29.3M |
| Cary Street Partners Financial LLC | 0.72% | Add +8.3% | 132,885 | $29.2M |
| Horizon Investments, LLC | 0.36% | Add +0.8% | 130,025 | $28.6M |
| Agf Management Ltd. | 0.12% | Reduce -2.2% | 129,446 | $28.4M |
| Beacon Investment Advisory Services, Inc. | 1.15% | Add +30.1% | 128,253 | $28.2M |
| Mesirow Financial Investment Management, Inc. | 0.58% | Reduce -35.1% | 127,782 | $28.1M |
| Resonant Capital Advisors, LLC | 1.52% | Add +1.4% | 125,624 | $27.6M |
| EverSource Wealth Advisors, LLC | 1.02% | Add +5.6% | 125,345 | $27.5M |
| Cwm, LLC | 0.07% | Add +16.6% | 125,241 | $27.5M |
| Ball & Co Wealth Management Inc. | 17.62% | Add +33.5% | 124,512 | $27.4M |
| McCarthy Asset Management, Inc. | 14.24% | Add +1.2% | 124,158 | $27.3M |
| Compton Wealth Advisory Group, LLC | 5.92% | Reduce -0.6% | 123,326 | $27.1M |
| Northeast Investment Management | 1.06% | Reduce -3.0% | 123,277 | $27.1M |
| Granite FO LLC | 14.44% | Reduce -0.4% | 123,135 | $27.1M |
| Select Asset Management & Trust | 8.38% | Add +0.7% | 122,631 | $27.0M |
| National Bank of Canada | 0.03% | Add +4.4% | 122,530 | $26.9M |
| Lodestar Private Asset Management LLC | 2.70% | Reduce -1.6% | 122,393 | $26.9M |
| Mutual Advisors, LLC | 0.57% | Add +0.7% | 120,240 | $26.4M |
| Stratos Wealth Partners, LTD. | 0.30% | Reduce -0.7% | 120,020 | $26.4M |
| Carr Financial Group Corp | 7.02% | Add +0.6% | 119,953 | $26.4M |
| Ariston Services Group | 15.11% | No change | 117,216 | $25.8M |
| Capital Advantage, Inc. | 3.47% | Add +2.0% | 116,970 | $25.7M |
| Compass Financial Group, INC | 3.64% | Add +0.2% | 116,071 | $25.5M |
| Graves Light Lenhart Wealth, Inc. | 2.69% | Reduce -0.9% | 115,603 | $25.4M |
| Goepper Burkhardt LLC | 8.25% | Add +6.1% | 115,252 | $25.3M |
| Montag A & Associates Inc. | 1.16% | Reduce -0.2% | 115,251 | $25.3M |
| Americana Partners, LLC | 0.69% | Add +9.4% | 114,868 | $25.2M |
| Wharton Business Group, LLC | 0.95% | Add +0.3% | 113,988 | $25.1M |
| GEN Financial Management, INC. | 15.70% | Add +25.9% | 113,422 | $24.9M |
| Prepared Retirement Institute LLC | 12.52% | Add +5.6% | 113,216 | $24.9M |
| Wealthcare Advisory Partners LLC | 0.48% | Reduce -0.3% | 111,977 | $24.6M |
| Cascades Capital Asset Management, LLC | 10.45% | Add +11.6% | 111,622 | $24.5M |
| SouthState Bank Corp | 1.10% | Add +10.4% | 111,444 | $24.5M |
| PFG Advisors | 1.19% | Reduce -29.2% | 111,271 | $24.5M |
| Stephens Inc. | 0.30% | Reduce -1.9% | 110,610 | $24.3M |
| Comerica Bank | 0.10% | Add +4.7% | 110,466 | $24.3M |
| Retirement Planning Group, LLC | 0.80% | Reduce -7.8% | 110,135 | $24.2M |
| SCS Capital Management LLC | 0.26% | Reduce -8.9% | 109,931 | $24.2M |
| NewEdge Wealth, LLC | 0.27% | Add +6.7% | 109,754 | $24.1M |
| Coldstream Capital Management Inc. | 0.31% | Reduce -2.4% | 109,008 | $24.0M |
| J. R. Prunier Capital Management LLC | 9.78% | — | 107,125 | $23.5M |
| Coston, McIsaac & Partners | 5.45% | Add +6.0% | 106,817 | $23.5M |
| IFP Advisors, Inc | 0.52% | Add +0.0% | 105,979 | $23.3M |
| Focus Financial Network, Inc. | 0.81% | Add +6.9% | 105,749 | $23.2M |
| Allen Investment Management, LLC | 0.26% | Add +62.9% | 105,610 | $23.2M |
| SimpliFi, Inc. | 9.75% | Add +77.3% | 104,848 | $23.0M |
| Carnegie Investment Counsel | 0.42% | Reduce -4.5% | 104,022 | $22.9M |
| Family CFO Inc | 10.20% | Add +0.0% | 103,759 | $22.8M |
| Burns J W & Co. Inc. | 2.51% | Add +2.0% | 103,214 | $22.7M |
| Integrated Advisors Network LLC | 1.00% | Reduce -0.7% | 103,146 | $22.7M |
| Lido Advisors, LLC | 0.09% | Add +3.3% | 103,813 | $22.5M |
| Fusion Capital, LLC | 6.32% | Add +1.2% | 102,197 | $22.5M |
| National Philanthropic Trust | 0.22% | Add +0.3% | 101,993 | $22.4M |
| Clarity Wealth Advisors, LLC | 4.56% | Add +1.6% | 101,764 | $22.4M |
| OneDigital Investment Advisors LLC | 0.22% | Reduce -1.3% | 101,713 | $22.4M |
| Western Wealth Management, LLC | 1.03% | Reduce -0.3% | 101,623 | $22.3M |
| Snowden Capital Advisors LLC | 0.58% | Add +4.5% | 101,142 | $22.2M |
| SBI Securities Co., Ltd. | 0.57% | Reduce -0.9% | 101,105 | $22.2M |
| JT Stratford LLC | 2.85% | Reduce -25.4% | 100,677 | $22.1M |
| Jackson, Grant Investment Advisers, Inc. | 7.27% | Reduce -1.5% | 100,388 | $22.1M |
| Kintra Wealth, LLC | 3.07% | New | 100,281 | $22.0M |
| Flywheel Private Wealth LLC | 13.66% | Add +19.2% | 99,543 | $21.9M |
| Romano Brothers and Company | 2.48% | Add +2.5% | 99,388 | $21.8M |
| Associated Banc-Corp | 0.55% | Add +1.2% | 97,982 | $21.5M |
| Amara Financial, Llc. | 14.91% | Add +8.7% | 97,959 | $21.5M |
| Mittelman Wealth Management | 13.99% | Reduce -5.7% | 97,957 | $21.5M |
| Roof Eidam Maycock Peralta, LLC | 4.87% | Add +1.9% | 97,721 | $21.5M |
| CreativeOne Wealth, LLC | 0.52% | Add +0.6% | 97,097 | $21.3M |
| Kingsview Wealth Management, LLC | 0.31% | Add +8.2% | 96,734 | $21.3M |
| Snider Financial Group | 5.66% | Add +3.9% | 96,663 | $21.2M |
| Addison Advisors LLC | 4.76% | Add +0.6% | 96,315 | $21.2M |
| JNBA Financial Advisors | 1.85% | Reduce -0.6% | 96,219 | $21.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Add +61.9% | 96,040 | $21.1M |
| Cornerstone Wealth Management, LLC | 1.10% | Reduce -0.5% | 96,027 | $21.1M |
| Tradition Wealth Management, LLC | 1.51% | Reduce -0.8% | 95,786 | $21.1M |
| Juno Financial Group LLC | 8.34% | — | 94,835 | $20.8M |
| Family Manage LLC | 2.60% | Reduce -0.7% | 93,741 | $20.6M |
| Natixis Advisors, LLC | 0.03% | Add +6.3% | 92,487 | $20.3M |
| Gladstone Institutional Advisory LLC | 0.76% | Add +3.6% | 91,609 | $20.1M |
| Wheelhouse Advisory Group LLC | 7.65% | Add +7.8% | 90,847 | $20.1M |
| BIP Wealth, LLC | 0.71% | Add +189.9% | 91,329 | $20.1M |
| Annex Advisory Services, LLC | 0.38% | Reduce -5.0% | 91,233 | $20.1M |
| Kingswood Wealth Advisors, LLC | 0.97% | Add +116.5% | 91,128 | $20.0M |
| CENTRAL TRUST Co | 0.39% | Reduce -6.5% | 90,729 | $19.9M |
| Raub Brock Capital Management LP | 4.42% | Add +2003.4% | 90,382 | $19.9M |
| Aprio Wealth Management, LLC | 1.14% | New | 1,352 | $19.9M |
| FAS Wealth Partners, Inc. | 1.28% | Reduce -1.4% | 89,981 | $19.8M |
| Citizens Financial Group Inc. | 0.26% | Add +3.1% | 89,870 | $19.8M |
| Coastline Complete Wealth LLC | 12.25% | — | 88,538 | $19.5M |
| Wingate Wealth Advisors, Inc. | 10.85% | Add +377.5% | 88,444 | $19.4M |
| Whitegate Investment Counselors, Inc. | 6.07% | Add +0.2% | 88,363 | $19.4M |
| Smith, Moore & Co. | 1.46% | Add +2.2% | 87,953 | $19.3M |
| Forbes J M & Co. LLP | 1.56% | Add +0.1% | 87,865 | $19.3M |
| Sound View Wealth Advisors Group, LLC | 1.30% | Add +0.3% | 87,863 | $19.3M |
| Flagship Harbor Advisors, LLC | 0.91% | Add +1.4% | 87,657 | $19.3M |
| Vestmark Advisory Solutions, Inc. | 0.26% | Add +25.4% | 86,820 | $19.1M |
| Curi Capital, LLC | 0.33% | Reduce -2.3% | 86,712 | $19.1M |
| Hapanowicz & Associates Financial Services, Inc | 7.46% | Add +1.7% | 86,592 | $19.0M |
| CM Wealth Advisors LLC | 4.29% | Reduce -0.3% | 86,318 | $19.0M |
| HBK Sorce Advisory LLC | 0.43% | Reduce -1.2% | 81,450 | $18.7M |
| Rothschild Investment LLC | 1.02% | Add +3.7% | 84,297 | $18.5M |
| Cahill Financial Advisors Inc. | 2.00% | Reduce -4.2% | 83,148 | $18.3M |
| Great Valley Advisor Group, Inc. | 0.35% | Reduce -0.2% | 83,105 | $18.3M |
| Gotham Asset Management | 0.07% | Add +60.7% | 82,792 | $18.2M |
| Hanover Advisors Inc. | 7.06% | Reduce -1.4% | 82,731 | $18.2M |
| HM Payson & Co. | 0.26% | Add +23.4% | 82,685 | $18.2M |
| Nikulski Financial, Inc. | 4.31% | Reduce -21.0% | 81,954 | $18.0M |
| Reality Financial Planning Services, LLC | 16.92% | — | 80,375 | $17.7M |
| CRA Financial Services, LLC | 2.31% | Reduce -1.3% | 80,169 | $17.6M |
| Onyx Bridge Wealth Group LLC | 1.86% | Add +0.1% | 79,677 | $17.5M |
| Kitching Partners, LLC | 15.99% | Reduce -1.6% | 79,571 | $17.5M |
| Aptus Capital Advisors, LLC | 0.15% | Reduce -3.3% | 79,433 | $17.5M |
| Asset Management Group, Inc. | 2.78% | Reduce -0.6% | 78,307 | $17.2M |
| Councilmark Asset Management, LLC | 9.59% | Add +33.0% | 78,040 | $17.2M |
| D.B. Root & Company, LLC | 4.18% | Reduce -1.2% | 77,878 | $17.1M |
| Martel Wealth Advisors LLC | 2.92% | Add +0.2% | 77,767 | $17.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -87.7% | 76,969 | $16.9M |
| Merit Financial Group, LLC | 0.14% | Add +4.5% | 76,610 | $16.8M |
| United Capital Financial Advisors, LLC | 0.10% | Add +34.4% | 76,577 | $16.8M |
| High Net Worth Advisory Group LLC | 3.86% | Reduce -0.3% | 76,214 | $16.8M |
| Journey Advisory Group, LLC | 1.40% | Add +2.6% | 76,009 | $16.7M |
| Circle Wealth Management, LLC | 0.26% | Add +2.8% | 75,877 | $16.7M |
| HHM Wealth Advisors, LLC | 1.97% | Add +5.9% | 75,870 | $16.7M |
| Visionary Wealth Advisors | 0.75% | Add +8.6% | 75,712 | $16.6M |
| Zions Bancorporation, National Association | 0.77% | Add +5.3% | 75,524 | $16.6M |
| J.W. Cole Advisors, Inc. | 0.40% | Reduce -27.1% | 98,156 | $16.6M |
| Composition Wealth, LLC | 0.24% | Reduce -0.1% | 75,029 | $16.5M |
| Motive Wealth Advisors | 6.98% | Reduce -0.5% | 74,567 | $16.4M |
| Kestra Private Wealth Services, LLC | 0.20% | Add +3.3% | 74,429 | $16.4M |
| Ancora Advisors LLC | 0.33% | Add +3.4% | 73,637 | $16.2M |
| Accretive Wealth Partners, LLC | 4.80% | Reduce -1.0% | 73,591 | $16.2M |
| Kraft, Davis & Associates, LLC | 3.61% | Add +0.2% | 71,669 | $16.1M |
| Focus Partners Advisor Solutions, LLC | 0.20% | Add +22.3% | 73,101 | $16.1M |
| World Investment Advisors | 0.26% | Add +71.4% | 72,999 | $16.0M |
| Arkadios Wealth Advisors | 0.32% | Add +175.0% | 72,778 | $16.0M |
| Apollon Financial, LLC | 2.33% | Add +2.3% | 72,745 | $16.0M |
| AlphaCore Capital LLC | 0.36% | Add +190.6% | 72,552 | $15.9M |
| Mosaic Financial Group, LLC | 10.79% | Add +7.7% | 71,911 | $15.8M |
| WASHINGTON TRUST Co | 0.52% | Add +0.6% | 71,815 | $15.8M |
| Cozad Asset Management Inc. | 1.22% | Reduce -0.6% | 71,813 | $15.8M |
| Aspen Grove Capital, LLC | 2.73% | Add +2.7% | 71,710 | $15.8M |
| Marble Wealth, LLC | 2.18% | — | 71,525 | $15.7M |
| TD Waterhouse Canada Inc. | 0.10% | Add +9.7% | 71,273 | $15.7M |
| Syon Capital LLC | 0.78% | Reduce -0.0% | 71,113 | $15.6M |
| Family Investment Center, Inc. | 3.14% | Reduce -2.9% | 70,775 | $15.6M |
| Global Retirement Partners, LLC | 0.27% | Add +0.7% | 69,878 | $15.4M |
| First National Bank of Omaha | 0.45% | Add +1388.8% | 69,186 | $15.3M |
| Integral Investment Advisors, Inc. | 3.77% | Add +2.4% | 69,213 | $15.2M |
| Strategies Wealth Advisors, LLC | 1.51% | Add +0.0% | 68,769 | $15.1M |
| Advisory Services Network, LLC | 0.21% | Add +1.3% | 68,732 | $15.1M |
| Tyche Wealth Partners LLC | 2.40% | Reduce -2.5% | 68,651 | $15.1M |
| NWF Advisory Services Inc. | 1.66% | Reduce -3.5% | 68,274 | $15.0M |
| Planning Directions Inc. | 7.54% | Add +0.6% | 68,060 | $15.0M |
| FRG Family Wealth Advisors LLC | 2.31% | Reduce -0.7% | 67,844 | $14.9M |
| Evergreen Capital Management LLC | 0.33% | Reduce -1.9% | 67,759 | $14.9M |
| Moneta Group Investment Advisors LLC | 0.11% | Add +10.3% | 67,000 | $14.7M |
| Dakota Wealth Management | 0.26% | Add +0.3% | 66,712 | $14.7M |
| Evergreen Wealth Management, LLC | 7.31% | Add +6.5% | 66,018 | $14.5M |
| Mgo One Seven LLC | 0.29% | Reduce -6.1% | 65,640 | $14.4M |
| Pettyjohn, Wood & White, Inc. | 2.25% | Reduce -1.3% | 65,361 | $14.4M |
| Thrivent Financial for Lutherans | 0.03% | Add +553.1% | 64,466 | $14.3M |
| Drucker Wealth 3.0, LLC | 2.50% | Reduce -5.9% | 64,741 | $14.2M |
| Perigon Wealth Management, LLC | 0.25% | Reduce -1.3% | 64,678 | $14.2M |
| Signature Estate & Investment Advisors LLC | 0.28% | Reduce -1.9% | 64,318 | $14.1M |
| Whittier Trust Co. | 0.15% | Reduce -0.1% | 63,078 | $14.1M |
| Oak Harvest Investment Services | 1.54% | Add +0.3% | 64,243 | $14.1M |
| Mission Wealth Management, LP | 0.29% | Reduce -5.6% | 64,200 | $14.1M |
| JFS Wealth Advisors, LLC | 0.79% | Add +0.3% | 63,725 | $14.0M |
| Fulton Breakefield Broenniman LLC | 0.88% | Add +5.9% | 63,584 | $14.0M |
| Meridian Wealth Advisors, LLC | 1.91% | Add +0.8% | 62,806 | $13.8M |
| M3 Advisory Group, LLC | 8.41% | Add +0.4% | 62,762 | $13.8M |
| Spirepoint Private Client, LLC | 1.31% | Add +9.2% | 62,502 | $13.7M |
| Trek Financial, LLC | 0.79% | Reduce -2.3% | 62,389 | $13.7M |
| Conquis Financial LLC | 11.73% | Add +16.5% | 62,081 | $13.6M |
| Apella Capital, LLC | 0.27% | Reduce -0.7% | 61,809 | $13.6M |
| Rovin Capital /Ut/ | 3.61% | Add +16.1% | 61,783 | $13.6M |
| Destiny Wealth Partners, LLC | 1.56% | Add +2.4% | 60,352 | $13.6M |
| Global Wealth Strategies & Associates | 3.38% | Add +3.9% | 61,608 | $13.5M |
| Old National Bancorp | 0.22% | Reduce -1.5% | 61,499 | $13.5M |
| Allred Capital Management, LLC | 4.84% | Add +0.8% | 60,947 | $13.4M |
| Garde Capital, Inc. | 0.79% | Add +0.6% | 60,904 | $13.4M |
| Rehmann Capital Advisory Group | 0.70% | Add +0.7% | 60,770 | $13.4M |
| DDFG, Inc | 2.91% | Reduce -2.7% | 60,559 | $13.3M |
| GreatBanc Trust CO | 9.37% | Add +0.8% | 60,478 | $13.3M |
| Bradley Foster & Sargent Inc. | 0.19% | Add +1.7% | 60,291 | $13.3M |
| Websterrogers Financial Advisors, LLC | 3.80% | Add +2.6% | 59,498 | $13.1M |
| SWAN Capital LLC | 5.08% | Add +12.4% | 59,439 | $13.1M |
| Bryn Mawr Trust Advisors, LLC | 0.62% | Reduce -2.9% | 59,036 | $13.0M |
| Chatham Capital Group, Inc. | 1.84% | Add +0.9% | 58,915 | $12.9M |
| Harbour Investments, Inc. | 0.26% | Add +2.6% | 58,766 | $12.9M |
| Wealth Analytics Partners, LLC | 5.05% | — | 58,639 | $12.9M |
| Paradigm Capital Management, LLC | 12.11% | Add +1.2% | 58,612 | $12.9M |
| Regal Investment Advisors LLC | 0.77% | Add +3.7% | 58,526 | $12.9M |
| Pecaut & Co. | 4.14% | Add +1.3% | 58,437 | $12.8M |
| LS Investment Advisors, LLC | 1.80% | Add +0.1% | 58,395 | $12.8M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -16.4% | 58,360 | $12.8M |
| Patriot Investment Management Group, Inc. | 0.81% | Reduce -8.8% | 58,334 | $12.8M |
| Albion Financial Group | 0.79% | Reduce -4.5% | 58,017 | $12.8M |
| Wealthspire Advisors, LLC | 0.10% | Reduce -28.6% | 57,747 | $12.7M |
| Whittier Trust Co. of Nevada Inc. | 0.26% | Add +4.0% | 56,523 | $12.7M |
| Leavell Investment Management, Inc. | 0.53% | Reduce -0.9% | 57,515 | $12.6M |
| Capital Investment Advisors, LLC | 0.19% | Add +5.1% | 57,500 | $12.6M |
| Boston Family Office LLC | 0.80% | Add +3.4% | 57,233 | $12.6M |
| Capital Analysts, LLC | 0.35% | Add +2.3% | 57,147 | $12.6M |
| Benjamin Edwards Inc. | 0.14% | Add +82.0% | 56,640 | $12.4M |
| Johnson Investment Counsel Inc. | 0.10% | Reduce -1.3% | 56,459 | $12.4M |
| Flputnam Investment Management Co. | 0.18% | Reduce -4.5% | 56,445 | $12.4M |
| Parallel Advisors, LLC | 0.22% | Reduce -1.9% | 55,171 | $12.1M |
| Advisors Preferred, LLC | 1.97% | Reduce -7.4% | 54,719 | $12.1M |
| WealthShield Partners, LLC | 1.33% | Add +0.4% | 54,835 | $12.1M |
| Essex Financial Services, Inc. | 0.69% | Reduce -1.2% | 54,790 | $12.0M |
| CWS Financial Advisors, LLC | 3.26% | Reduce -0.3% | 54,630 | $12.0M |
| Arax Advisory Partners | 0.35% | Add +30.5% | 54,284 | $11.9M |
| Stratos Wealth Advisors, LLC | 0.58% | Add +0.6% | 54,063 | $11.9M |
| Western Pacific Wealth Management, LP | 11.40% | Add +8.5% | 53,560 | $11.8M |
| Integrity Alliance, Llc. | 0.43% | Add +44.1% | 53,531 | $11.8M |
| AE Wealth Management LLC | 0.07% | Add +20.0% | 53,212 | $11.7M |
| Global Wealth Management, LLC | 6.28% | Reduce -3.5% | 53,102 | $11.7M |
| Hengehold Capital Management LLC | 0.98% | Reduce -0.1% | 53,039 | $11.7M |
| Dagco, Inc. | 2.68% | Add +1.7% | 52,810 | $11.6M |
| Safir Wealth Advisors, LLC | 8.13% | Add +0.4% | 52,733 | $11.6M |
| VPR Management LLC | 5.15% | No change | 52,630 | $11.6M |
| White Lighthouse Investment Management Inc. | 1.61% | Add +3.1% | 52,596 | $11.6M |
| San Luis Wealth Advisors LLC | 1.93% | Add +11.7% | 52,480 | $11.5M |
| Ameritas Advisory Services, LLC | 0.43% | Add +26.8% | 52,379 | $11.5M |
| Sherman Wealth Management LLC | 9.86% | — | 51,649 | $11.4M |
| Curran Financial Partners, LLC | 2.15% | Add +7.0% | 51,568 | $11.3M |
| Brown Brothers Harriman & Co. | 0.06% | Add +12.0% | 51,533 | $11.3M |
| Main Street Financial Solutions, LLC | 0.85% | Reduce -40.1% | 51,419 | $11.3M |
| NorthRock Partners, LLC | 0.19% | Add +2.8% | 51,399 | $11.3M |
| CVA Family Office, LLC | 1.30% | Add +0.0% | 51,364 | $11.3M |
| Spreng Capital Management, Inc. | 4.42% | Add +2.6% | 51,205 | $11.3M |
| Bigelow Investment Advisors, LLC | 4.38% | Add +0.1% | 51,034 | $11.2M |
| Kovack Advisors, Inc. | 0.53% | Add +140.7% | 50,912 | $11.2M |
| Choate Investment Advisors | 0.22% | No change | 50,559 | $11.1M |
| Transcend Capital Advisors, LLC | 0.86% | Reduce -15.9% | 50,442 | $11.1M |
| Security Financial Services, INC. | 1.73% | Add +0.5% | 50,218 | $11.0M |
| Crestwood Advisors Group, LLC | 0.18% | Reduce -1.4% | 50,103 | $11.0M |
| River's Edge Wealth Management, LLC | 10.75% | — | 48,446 | $11.0M |
| Savant Capital, LLC | 0.06% | Reduce -2.4% | 49,701 | $10.9M |
| Financial Advisory Partners, LLC | 3.07% | Add +0.1% | 49,557 | $10.9M |
| Modern Wealth Management, LLC | 0.20% | Reduce -0.3% | 49,477 | $10.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.21% | Reduce -0.1% | 49,438 | $10.9M |
| Blackston Financial Advisory Group, LLC | 6.53% | Reduce -2.2% | 48,828 | $10.7M |
| Thomasville National Bank | 0.66% | Add +3.6% | 48,645 | $10.7M |
| Macco Financial Group, Inc. | 9.15% | — | 48,408 | $10.6M |
| M3 Wealth Management, LLC | 8.59% | — | 47,981 | $10.5M |
| Cerro Pacific Wealth Advisors LLC | 2.83% | Reduce -5.7% | 47,784 | $10.5M |
| Keystone Financial Group, Inc. | 5.47% | Add +7.5% | 47,539 | $10.4M |
| Wimmer Associates 1, LLC | 4.86% | Add +0.5% | 47,537 | $10.4M |
| Fidelity D & D Bancorp Inc. | 4.50% | Add +70.8% | 47,393 | $10.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.25% | Add +2.7% | 47,287 | $10.4M |
| Venture Visionary Partners LLC | 0.34% | Add +4.6% | 47,233 | $10.4M |
| Aberdeen Wealth Management LLC | 4.80% | Add +12.3% | 47,213 | $10.4M |
| Mycio Wealth Partners, LLC | 2.15% | Add +0.6% | 47,184 | $10.4M |
| Castlekeep Investment Advisors LLC | 4.69% | Add +0.5% | 47,101 | $10.4M |
| White Wing Wealth Management | 6.16% | Add +1.3% | 46,962 | $10.3M |
| Jefferies Financial Group Inc. | 0.09% | Add +3.8% | 46,945 | $10.3M |
| IFG Advisory, LLC | 0.45% | Add +0.9% | 46,891 | $10.3M |
| Sandbox Financial Partners, LLC | 2.85% | Reduce -0.6% | 46,875 | $10.3M |
| Prospera Financial Services Inc | 0.17% | Add +7.9% | 46,838 | $10.3M |
| Dala Group, LLC | 8.89% | — | 46,719 | $10.3M |
| Prentice Wealth Management LLC | 2.34% | Add +3.4% | 46,562 | $10.2M |
| Donaldson Capital Management, LLC | 0.33% | Add +5.7% | 46,521 | $10.2M |
| Laurel Oak Wealth Management, LLC | 1.70% | — | 45,884 | $10.1M |
| Financial Perspectives, Inc | 2.70% | Reduce -1.2% | 45,674 | $10.0M |
| Gilliland Jeter Wealth Management LLC | 3.03% | Reduce -0.1% | 45,581 | $10.0M |
| Sax Wealth Advisors, LLC | 0.47% | Add +196.0% | 45,298 | $10.0M |
| StoneX Group Inc. | 0.43% | Add +0.9% | 45,171 | $9.9M |
| O'shaughnessy Asset Management, LLC | 0.05% | Reduce -6.7% | 44,973 | $9.9M |
| Twin Focus Capital Partners, LLC | 1.14% | Add +1.7% | 44,966 | $9.9M |
| Koshinski Asset Management, Inc. | 0.64% | Reduce -2.1% | 44,919 | $9.9M |
| Financial Planning Hawaii, Inc. | 5.65% | — | 44,592 | $9.8M |
| GW Henssler & Associates Ltd. | 0.47% | Add +3.6% | 44,375 | $9.8M |
| Souders Financial Advisors | 1.11% | Add +1.8% | 44,230 | $9.7M |
| Oppenheimer & Co. Inc. | 0.14% | Reduce -37.4% | 44,054 | $9.7M |
| Peterson Wealth Management | 7.18% | Reduce -27.2% | 43,950 | $9.7M |
| Tide Cove Capital Partners LLC | 6.66% | Add +7.2% | 41,967 | $9.6M |
| PMG Wealth Management, Inc. | 7.06% | Add +2.1% | 43,862 | $9.6M |
| Woodmont Investment Counsel LLC | 0.60% | Reduce -0.2% | 43,849 | $9.6M |
| Northstar Group, Inc. | 1.35% | Add +5.1% | 43,752 | $9.6M |
| North Star Investment Management Corp. | 0.60% | Add +0.4% | 43,707 | $9.6M |
| Walter & Keenan Wealth Management LLC /in/ | 2.56% | Add +4.6% | 43,504 | $9.6M |
| Integrated Capital Management, Inc. | 6.33% | Reduce -0.7% | 43,297 | $9.5M |
| Sigma Planning Corp | 0.26% | Add +1.9% | 43,207 | $9.5M |
| 180 Wealth Advisors, LLC | 1.08% | Reduce -2.8% | 43,189 | $9.5M |
| City State Bank | 2.59% | Add +5.6% | 43,088 | $9.5M |
| Plotkin Financial Advisors, LLC | 4.60% | Reduce -0.6% | 42,868 | $9.4M |
| Compass Ion Advisors, LLC | 0.89% | Reduce -0.5% | 42,648 | $9.4M |
| Heritage Wealth Advisors | 0.36% | Reduce -1.0% | 42,605 | $9.4M |
| Trust Co. of Vermont | 0.39% | Add +16.7% | 42,563 | $9.4M |
| Cascade Financial Partners, LLC | 0.95% | Reduce -4.1% | 42,550 | $9.4M |
| Orion Capital Management LLC | 3.15% | Reduce -1.9% | 42,410 | $9.3M |
| First Horizon Corp. | 0.42% | Reduce -8.8% | 42,366 | $9.3M |
| Formulate Financial LLC | 10.89% | Reduce -0.6% | 42,252 | $9.3M |
| Level Four Advisory Services, LLC | 0.30% | Add +11.7% | 42,107 | $9.3M |
| Cascade Wealth Advisors, Inc | 4.26% | Add +5.7% | 41,293 | $9.2M |
| B. Riley Wealth Advisors, Inc. | 0.44% | Add +4.5% | 42,065 | $9.2M |
| Brio Consultants, LLC | 1.20% | Reduce -1.4% | 42,046 | $9.2M |
| Warner Financial, Inc. | 3.19% | Add +0.2% | 41,852 | $9.2M |
| Pathway Financial Advisors LLC | 1.15% | Add +0.0% | 40,992 | $9.2M |
| Chicago Partners Investment Group LLC | 0.23% | Add +9.1% | 40,989 | $9.1M |
| Moors & Cabot, Inc. | 0.39% | Add +5.7% | 41,459 | $9.1M |
| Miller Capital Partners, Inc. | 4.65% | — | 41,432 | $9.1M |
| Signet Financial Management, LLC | 1.02% | Reduce -0.4% | 41,376 | $9.1M |
| Gleason Group, Inc. | 0.89% | Add +0.8% | 41,337 | $9.1M |
| Cibc World Market Inc. | 0.02% | Add +1.3% | 41,186 | $9.1M |
| Independent Financial Group, LLC | 0.20% | Reduce -0.1% | 41,071 | $9.0M |
| GM Advisory Group, LLC | 0.35% | Add +246.6% | 40,787 | $9.0M |
| Employees' Retirement Fund of the City of Fort Worth | 4.00% | Add +813.3% | 40,651 | $8.9M |
| Alexis Investment Partners, LLC | 3.31% | Add +8.3% | 40,261 | $8.9M |
| Kagan Cocozza Asset Management | 6.31% | Add +5.0% | 40,365 | $8.9M |
| Mascoma Wealth Management LLC | 1.90% | Add +3.1% | 40,344 | $8.9M |
| GC Wealth Management RIA, LLC | 0.32% | Reduce -26.5% | 39,990 | $8.8M |
| Bristlecone Value Partners, LLC | 10.12% | — | 39,909 | $8.8M |
| Litman Gregory Wealth Management LLC | 0.64% | Add +0.5% | 39,845 | $8.8M |
| Consolidated Capital Management, LLC | 2.65% | Reduce -64.2% | 39,784 | $8.7M |
| Apollon Wealth Management, LLC | 0.15% | Add +13.9% | 39,728 | $8.7M |
| Alpha Cubed Investments, LLC | 0.30% | Reduce -4.6% | 39,650 | $8.7M |
| New Perspectives, Inc | 3.01% | Add +2.6% | 39,536 | $8.7M |
| Capstone Financial Advisors, Inc. | 0.46% | Reduce -2.5% | 39,509 | $8.7M |
| Peapack Gladstone Financial Corp. | 0.11% | Add +1.9% | 39,465 | $8.7M |
| Titleist Asset Management, LLC | 0.69% | Add +14.1% | 38,672 | $8.5M |
| Pinnacle Associates Ltd. | 0.11% | Add +6.3% | 38,622 | $8.5M |
| Leo Wealth, LLC | 0.61% | Add +8.2% | 38,527 | $8.5M |
| Bridgewater Advisors Inc. | 0.55% | Reduce -1.0% | 37,798 | $8.5M |
| Summit Financial, LLC | 0.12% | Add +2.5% | 38,231 | $8.4M |
| Ranch Capital Advisors Inc. | 3.08% | Add +0.1% | 38,112 | $8.4M |
| Hamrick Investment Counsel, llc | 6.23% | — | 38,102 | $8.4M |
| West Financial Advisors, LLC | 1.41% | Reduce -16.9% | 37,960 | $8.3M |
| Cypress Financial Planning LLC | 2.33% | Add +0.2% | 37,668 | $8.3M |
| Moseley Investment Management Inc. | 2.55% | Add +23.2% | 37,481 | $8.2M |
| Hollencrest Capital Management | 0.28% | Add +0.8% | 37,443 | $8.2M |
| Bleakley Financial Group, LLC | 0.14% | Add +7.9% | 36,877 | $8.1M |
| Wealthspan Partners, LLC | 2.94% | Reduce -3.5% | 36,822 | $8.1M |
| Fullerton Advisors, LLC | 8.08% | — | 36,814 | $8.1M |
| Windward Private Wealth Management Inc. | 2.78% | Reduce -2.8% | 36,478 | $8.0M |
| Weaver Consulting Group | 1.95% | Add +1.9% | 36,373 | $8.0M |
| Osborne Partners Capital Management, LLC | 0.41% | Reduce -6.4% | 36,291 | $8.0M |
| Beacon Financial Group | 0.79% | Reduce -2.6% | 35,972 | $7.9M |
| Hoese & Co LLP | 5.61% | Add +8.3% | 35,822 | $7.9M |
| Nwam LLC | 0.44% | Reduce -3.0% | 35,268 | $7.9M |
| Nations Financial Group Inc, /Ia/ | 0.41% | Add +11.2% | 35,683 | $7.8M |
| Shrier Wealth Management, LLC | 3.12% | — | 35,573 | $7.8M |
| Segment Wealth Management, LLC | 0.45% | Reduce -1.0% | 35,297 | $7.8M |
| Yukon Wealth Management, Inc. | 4.44% | Reduce -34.0% | 33,978 | $7.7M |
| Sloy Dahl & Holst, LLC | 0.92% | Reduce -0.5% | 34,891 | $7.7M |
| Caprock Group, LLC | 0.16% | Add +8.5% | 34,801 | $7.6M |
| Jordan Park Group LLC | 0.44% | Reduce -21.2% | 34,743 | $7.6M |
| Asset Advisory Group, Inc. | 3.78% | — | 34,388 | $7.6M |
| Sandy Cove Advisors, LLC | 2.24% | Reduce -27.6% | 34,349 | $7.5M |
| Cambridge Advisors Inc. | 1.44% | Reduce -1.4% | 34,328 | $7.5M |
| Raab & Moskowitz Asset Management LLC | 1.65% | Reduce -1.3% | 34,261 | $7.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.89% | Reduce -1.0% | 34,036 | $7.5M |
| Fifth Third Wealth Advisors LLC | 0.26% | Add +2.0% | 33,871 | $7.4M |
| Sowell Financial Services LLC | 0.27% | Add +2.2% | 33,771 | $7.4M |
| Headinvest, LLC | 1.47% | Add +0.2% | 33,720 | $7.4M |
| Calydon Capital | 1.24% | Add +68.6% | 33,560 | $7.4M |
| Montis Financial, LLC | 1.45% | Reduce -4.6% | 33,296 | $7.3M |
| SkyOak Wealth, LLC | 1.32% | Reduce -0.3% | 33,291 | $7.3M |
| Bessemer Group Inc. | 0.01% | Reduce -24.5% | 33,251 | $7.3M |
| Ogorek Anthony Joseph /NY/ | 2.00% | Add +0.5% | 33,036 | $7.3M |
| Prosperity Consulting Group, LLC | 0.33% | Reduce -0.3% | 32,995 | $7.3M |
| Keystone Financial Group | 0.54% | Reduce -3.2% | 32,804 | $7.2M |
| Cardiff Park Advisors, LLC | 0.59% | Reduce -5.7% | 32,767 | $7.2M |
| Bartlett & Co. Wealth Management LLC | 0.09% | Reduce -0.5% | 32,628 | $7.2M |
| Davis R M Inc. | 0.12% | Add +1.7% | 32,597 | $7.2M |
| Kavar Capital Partners Group, LLC | 0.98% | Reduce -5.5% | 32,487 | $7.1M |
| Roman Butler Fullerton & Co. | 1.87% | Add +0.6% | 31,846 | $7.1M |
| Westside Investment Management, Inc. | 1.14% | Reduce -1.4% | 32,441 | $7.1M |
| Exchange Traded Concepts, LLC | 0.06% | Add +1.9% | 32,453 | $7.1M |
| Csenge Advisory Group | 0.32% | Reduce -1.9% | 32,431 | $7.1M |
| M Holdings Securities, Inc. | 0.51% | Add +9.3% | 32,337 | $7.1M |
| Integrated Wealth Concepts LLC | 0.08% | Reduce -33.8% | 32,309 | $7.1M |
| Compass Financial Group, Inc. (Ohio) | 5.19% | — | 32,242 | $7.1M |
| Creekside Partners | 2.99% | Reduce -0.4% | 32,237 | $7.1M |
| DHJJ Financial Advisors, Ltd. | 2.34% | Reduce -3.2% | 32,065 | $7.0M |
| Genesis Private Wealth, LLC | 2.19% | Add +3.6% | 32,063 | $7.0M |
| Meridian Wealth Management, LLC | 0.25% | Reduce -0.4% | 31,986 | $7.0M |
| Detalus Advisors, LLC | 1.70% | Reduce -0.8% | 31,783 | $7.0M |
| Clear Creek Financial Management, LLC | 0.57% | Add +4.8% | 31,778 | $7.0M |
| Sovran Advisors, LLC | 0.59% | Reduce -2.9% | 30,851 | $6.9M |
| Grove Street Fiduciary, LLC | 2.90% | Reduce -3.3% | 31,551 | $6.9M |
| CPC Advisors, LLC | 0.70% | Reduce -2.7% | 31,505 | $6.9M |
| Cidel Asset Management Inc. | 0.49% | Add +0.1% | 31,400 | $6.9M |
| Colony Family Offices, LLC | 1.72% | Reduce -2.3% | 31,343 | $6.9M |
| Barrett & Company, Inc. | 2.28% | Add +6.2% | 31,105 | $6.8M |
| Riverview Capital Advisers, LLC | 2.07% | Add +2.7% | 31,084 | $6.8M |
| McGlone Suttner Wealth Management, Inc. | 0.92% | Reduce -0.8% | 31,081 | $6.8M |
| McClarren Financial Advisors, Inc. | 4.07% | Reduce -23.0% | 18,509 | $6.8M |
| Aspen Wealth Management LLC | 1.43% | Reduce -4.8% | 31,048 | $6.8M |
| IHT Wealth Management, LLC | 0.17% | Reduce -9.6% | 30,911 | $6.8M |
| Verum Partners LLC | 1.37% | Reduce -4.7% | 30,857 | $6.8M |
| PW Nova Financial Services LLC | 2.56% | — | 30,674 | $6.8M |
| One Day In July LLC | 0.56% | Add +2.3% | 30,782 | $6.8M |
| John Boyer, Inc. | 6.88% | Add +3.1% | 30,749 | $6.8M |
| Adirondack Capital Advisors, LLC | 4.51% | — | 30,533 | $6.7M |
| Investment Partners, LTD. | 2.35% | Add +0.9% | 30,528 | $6.7M |
| Ledyard National Bank | 0.58% | Reduce -4.1% | 30,515 | $6.7M |
| Yoder Wealth Management, Inc. | 3.04% | Reduce -18.6% | 30,428 | $6.7M |
| One Degree Advisors Inc | 1.84% | Reduce -0.6% | 30,395 | $6.7M |
| IAG Wealth Partners, LLC | 0.77% | Reduce -6.9% | 30,267 | $6.7M |
| Bay Rivers Group | 2.69% | Reduce -1.0% | 30,242 | $6.6M |
| WealthBridge Capital Management, LLC | 1.50% | Reduce -1.4% | 30,018 | $6.6M |
| Muirfield Wealth Advisors LLC | 4.83% | Reduce -3.5% | 29,942 | $6.6M |
| Tennessee Valley Asset Management Partners | 0.85% | Reduce -1.2% | 29,871 | $6.6M |
| Hofer & Associates. Inc | 3.45% | Add +3.1% | 29,626 | $6.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.10% | Add +0.1% | 29,525 | $6.5M |
| Aspen Investment Management Inc | 1.95% | Add +585.8% | 29,415 | $6.5M |
| Verdence Capital Advisors LLC | 0.38% | Add +16.1% | 29,359 | $6.5M |
| Ridgecrest Wealth Partners, LLC | 3.48% | Reduce -23.3% | 29,187 | $6.4M |
| Aznar Financial Advisors, LLC | 6.13% | — | 29,011 | $6.4M |
| Arcataur Capital Management LLC | 1.82% | Reduce -1.0% | 28,998 | $6.4M |
| Brightwater Advisory LLC | 4.30% | Reduce -0.1% | 28,983 | $6.4M |
| Raffa Wealth Management, LLC | 0.97% | No change | 28,660 | $6.3M |
| Waller Financial Planning Group, Inc. | 1.40% | Reduce -6.9% | 28,657 | $6.3M |
| Fiduciary Financial Group, LLC | 0.89% | Reduce -0.7% | 28,630 | $6.3M |
| Arete Wealth Advisors, LLC | 0.43% | Reduce -0.6% | 28,554 | $6.3M |
| Parr McKnight Wealth Management Group, LLC | 0.82% | Add +511.2% | 28,494 | $6.3M |
| Scott & Selber, Inc. | 1.57% | Add +0.1% | 28,479 | $6.3M |
| Kellett Wealth Advisors, LLC | 3.57% | Add +3.0% | 28,467 | $6.3M |
| Flagstar Securities, Inc. | 2.08% | Reduce -0.6% | 28,220 | $6.2M |
| Pallas Capital Advisors LLC | 0.20% | Add +40.9% | 28,173 | $6.2M |
| Acorn Wealth Advisors, LLC | 1.84% | Reduce -0.8% | 28,138 | $6.2M |
| Chris Bulman Inc | 2.71% | Add +7.8% | 27,858 | $6.1M |
| TFB Advisors LLC | 1.70% | Add +0.1% | 27,689 | $6.1M |
| Seven Springs Wealth Group, LLC | 1.78% | Reduce -0.4% | 27,647 | $6.1M |
| Frederick Financial Consultants, LLC | 3.33% | Reduce -2.2% | 27,645 | $6.1M |
| Plan Group Financial, LLC | 1.58% | Add +8.6% | 27,640 | $6.1M |
| Gibson Capital, LLC | 1.11% | No change | 27,539 | $6.1M |
| Pinnacle Financial Group, LLC / IL | 1.75% | Reduce -1.1% | 27,469 | $6.0M |
| Salem Investment Counselors Inc. | 0.17% | Reduce -2.3% | 27,371 | $6.0M |
| Marshall & Sterling Wealth Advisors Inc. | 3.96% | Reduce -2.1% | 27,314 | $6.0M |
| Kastel Capital Advisors, LLC | 3.67% | — | 27,175 | $6.0M |
| Howard Wealth Management, LLC | 2.60% | Reduce -3.5% | 27,091 | $6.0M |
| Guardian Wealth Advisors, LLC / NC | 0.37% | Reduce -7.5% | 27,045 | $5.9M |
| Tiaa Trust, National Association | 0.01% | Add +0.1% | 26,987 | $5.9M |
| Interactive Financial Advisors, Inc. | 3.83% | Reduce -40.3% | 26,937 | $5.9M |
| Golden State Wealth Management, LLC | 0.63% | Add +0.4% | 26,924 | $5.9M |
| Madison Wealth Partners, Inc | 1.07% | Add +9.5% | 26,770 | $5.9M |
| Investment Advisory Group, LLC | 1.51% | Add +0.6% | 26,700 | $5.9M |
| Hurlow Wealth Management Group, Inc. | 1.44% | Reduce -4.3% | 26,691 | $5.9M |
| StrongBox Wealth, LLC | 1.93% | Reduce -0.3% | 26,651 | $5.9M |
| Dynamic Advisor Solutions LLC | 0.19% | Reduce -2.8% | 26,531 | $5.8M |
| Columbia River Financial Group, LLC | 3.52% | Reduce -1.3% | 26,133 | $5.7M |
| Vermillion Wealth Management, Inc. | 2.35% | Reduce -4.7% | 26,093 | $5.7M |
| Avity Investment Management Inc. | 0.40% | Reduce -1.0% | 26,017 | $5.7M |
| Indivisible Partners | 0.62% | — | 26,009 | $5.7M |
| Blom & Howell Financial Planning, Inc. | 5.67% | — | 25,962 | $5.7M |
| Stokes Capital Advisors, LLC | 1.30% | Reduce -2.8% | 25,908 | $5.7M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +5.2% | 25,801 | $5.7M |
| First Trust Advisors LP | 0.00% | Reduce -2.7% | 25,616 | $5.6M |
| Wedmont Private Capital | 0.20% | Add +9.7% | 25,260 | $5.6M |
| Seamount Financial Group Inc. | 2.55% | Add +2.2% | 25,549 | $5.6M |
| Fortis Advisors, LLC | 3.08% | Reduce -1.8% | 25,490 | $5.6M |
| PFG Investments, LLC | 0.26% | Reduce -4.5% | 25,487 | $5.6M |
| W Advisors, LLC | 2.81% | Reduce -0.4% | 25,382 | $5.6M |
| Centerpoint Advisory Group | 4.27% | Reduce -1.1% | 25,215 | $5.5M |
| Ausdal Financial Partners, Inc. | 0.26% | Reduce -2.0% | 25,195 | $5.5M |
| First Long Island Investors, LLC | 0.41% | New | 25,140 | $5.5M |
| NORTHSTAR ASSET MANAGEMENT Co | 1.17% | Reduce -0.1% | 25,120 | $5.5M |
| Beacon Financial Advisory LLC | 1.27% | Reduce -7.1% | 25,031 | $5.5M |
| Vigilare Wealth Management | 1.85% | Add +0.6% | 24,986 | $5.5M |
| Forum Private Client Group LLC | 1.86% | Reduce -1.1% | 24,842 | $5.5M |
| Strategic Blueprint, LLC | 0.32% | Reduce -66.9% | 24,762 | $5.4M |
| Independent Family Office, LLC | 2.27% | No change | 24,747 | $5.4M |
| Sunpointe, LLC | 1.80% | Add +16.5% | 24,730 | $5.4M |
| Strategic Advisors LLC | 0.84% | Add +305.3% | 24,532 | $5.4M |
| CDM Financial Counseling Services, Inc. | 5.04% | — | 24,461 | $5.4M |
| MCF Advisors LLC | 0.30% | Add +3637.0% | 24,440 | $5.4M |
| Infinity Wealth Counsel, LLC | 4.88% | Add +1.3% | 24,394 | $5.4M |
| Fort Sheridan Advisors LLC | 0.68% | Reduce -0.3% | 24,315 | $5.3M |
| HUB Investment Partners, LLC | 0.15% | Add +5.5% | 24,296 | $5.3M |
| Bravera Wealth | 2.67% | — | 24,286 | $5.3M |
| Ashton Thomas Private Wealth, LLC | 0.13% | Add +3.6% | 24,186 | $5.3M |
| Cora Capital Advisors LLC | 2.07% | Add +2.7% | 24,173 | $5.3M |
| Breakwater Investment Management | 1.92% | Reduce -0.1% | 24,166 | $5.3M |
| Fiduciary Trust Co | 0.06% | Reduce -14.4% | 24,071 | $5.3M |
| Levin Capital Strategies, L.P. | 0.46% | Add +0.0% | 24,051 | $5.3M |
| Tempus Wealth Planning, LLC | 1.20% | Reduce -2.9% | 23,903 | $5.3M |
| Staley Capital Advisers Inc. | 0.22% | Reduce -1.1% | 23,781 | $5.2M |
| Winthrop Advisory Group LLC | 0.44% | Add +0.8% | 23,652 | $5.2M |
| New Insight Wealth Advisors | 1.85% | Reduce -0.9% | 23,600 | $5.2M |
| MilWealth Group LLC | 1.23% | Reduce -0.7% | 23,588 | $5.2M |
| Perryman Financial Advisory Inc. | 0.76% | — | 23,550 | $5.2M |
| Marino, Stram & Associates LLC | 0.93% | Reduce -2.0% | 23,480 | $5.2M |
| Sheets Smith Wealth Management | 0.56% | Reduce -0.7% | 23,358 | $5.1M |
| Calder Financial LLC | 5.04% | — | 23,357 | $5.1M |
| Beacon Bank & Trust | 1.04% | Add +6.5% | 23,250 | $5.1M |
| Morton Capital Management LLC | 0.78% | Reduce -1.6% | 23,202 | $5.1M |
| Sard Wealth Management Group, LLC | 2.79% | Add +2.7% | 23,152 | $5.1M |
| Krilogy Financial LLC | 0.17% | Reduce -0.3% | 22,611 | $5.1M |
| Vavra Capital Management, LLC | 4.98% | — | 23,078 | $5.1M |
| Axxcess Wealth Management, LLC | 0.09% | Add +47.6% | 23,071 | $5.1M |
| Summit Trail Advisors, LLC | 0.09% | Reduce -23.0% | 22,865 | $5.0M |
| Pinnacle Bancorp, Inc. | 1.47% | Add +33.7% | 22,832 | $5.0M |
| Money Concepts Capital Corp. | 0.28% | Add +41.5% | 22,665 | $5.0M |
| Cypress Wealth Services, LLC | 0.69% | Add +154.7% | 22,588 | $5.0M |
| Global Financial Private Client, LLC | 1.74% | Reduce -0.3% | 22,558 | $5.0M |
| Prospect Financial Services LLC | 2.83% | Add +0.6% | 22,395 | $4.9M |
| First National Bank of Mount Dora, Trust Investment Services | 1.08% | No change | 22,386 | $4.9M |
| Hughes Financial Services, LLC | 0.77% | Reduce -0.0% | 22,343 | $4.9M |
| Financial Insights, Inc. | 1.64% | Reduce -0.1% | 22,304 | $4.9M |
| DMKC Advisory Services, LLC | 2.15% | Add +3.9% | 22,291 | $4.9M |
| Philadelphia Trust Co. | 0.34% | Reduce -0.2% | 22,278 | $4.9M |
| Stonebridge Financial Group, LLC | 0.42% | Add +0.1% | 22,178 | $4.9M |
| Brady Martz Wealth Solutions, LLC | 0.86% | Reduce -11.0% | 22,097 | $4.9M |
| Baring Financial LLC | 2.95% | Add +168.6% | 22,022 | $4.8M |
| HighPoint Advisor Group LLC | 0.11% | New | 22,005 | $4.8M |
| Keystone Wealth Services, LLC | 1.02% | Add +2.4% | 21,968 | $4.8M |
| Susquehanna International Group, LLP | 0.01% | Add +276.2% | 21,921 | $4.8M |
| Capital Planning LLC | 1.35% | Add +4.0% | 21,785 | $4.8M |
| CORDA Investment Management, LLC. | 0.35% | Add +8.5% | 21,779 | $4.8M |
| First Heartland Consultants, Inc. | 0.36% | Reduce -7.8% | 21,767 | $4.8M |
| Intelligent Financial Strategies | 2.29% | Reduce -0.9% | 21,703 | $4.8M |
| UMB Bank, n.a. | 0.06% | Add +21.9% | 21,697 | $4.8M |
| S&co Inc. | 0.30% | Reduce -6.0% | 21,687 | $4.8M |
| Centurion Wealth Management LLC | 1.05% | Reduce -1.6% | 21,659 | $4.8M |
| Elevation Point Wealth Partners, LLC | 0.23% | Add +51.8% | 21,620 | $4.8M |
| Resurgent Financial Advisors LLC | 2.38% | Add +0.4% | 21,570 | $4.7M |
| Per Stirling Capital Management, LLC. | 0.53% | Add +2.6% | 21,549 | $4.7M |
| Private Advisory Group LLC | 0.37% | Add +44.2% | 21,532 | $4.7M |
| Abbot Financial Management, Inc. | 1.96% | Reduce -1.3% | 21,527 | $4.7M |
| Diversify Wealth Management, LLC | 0.22% | Reduce -2.7% | 21,040 | $4.7M |
| Earned Wealth Advisors, LLC | 0.34% | Add +0.7% | 21,519 | $4.7M |
| Channel Wealth LLC | 1.20% | Add +1.3% | 21,514 | $4.7M |
| Parsons Capital Management Inc. | 0.26% | Reduce -5.1% | 21,416 | $4.7M |
| Stephens Consulting, LLC | 1.52% | Add +0.7% | 21,399 | $4.7M |
| Cornerstone Advisors Asset Management, LLC | 0.76% | Add +3.3% | 21,340 | $4.7M |
| Commerce Bank | 0.03% | Add +1.1% | 21,337 | $4.7M |
| Garden State Investment Advisory Services LLC | 1.11% | Reduce -2.3% | 21,224 | $4.7M |
| Pathway Financial Advisers, LLC | 1.36% | Add +2.7% | 21,251 | $4.7M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +1.0% | 21,202 | $4.7M |
| Private Capital Management, LLC | 0.44% | Add +1.1% | 21,170 | $4.7M |
| Spire Wealth Management | 0.16% | Add +2.8% | 21,133 | $4.6M |
| Smith Partners Wealth Management, LLC | 4.27% | — | 21,131 | $4.6M |
| CSM Advisors, LLC | 0.13% | No change | 21,100 | $4.6M |
| Ritter Daniher Financial Advisory LLC / DE | 0.78% | Reduce -0.9% | 21,035 | $4.6M |
| Foundations Investment Advisors, LLC | 0.06% | Add +51.1% | 21,013 | $4.6M |
| Mid-American Wealth Advisory Group, Inc. | 1.94% | Add +0.4% | 20,933 | $4.6M |
| Mayflower Financial Advisors, LLC | 0.55% | Add +0.6% | 20,791 | $4.6M |
| Snowwater Investment Partners, LLC | 4.20% | — | 20,775 | $4.6M |
| Compound Planning, Inc. | 0.13% | Add +10.7% | 20,742 | $4.6M |
| Gateway Wealth Partners, LLC | 0.51% | Add +96.2% | 20,720 | $4.6M |
| Keybank National Association | 0.02% | Reduce -20.8% | 20,673 | $4.5M |
| Sincerus Advisory, LLC | 3.65% | Add +6.6% | 20,668 | $4.5M |
| Laird Norton Wetherby Trust Company, LLC | 0.09% | New | 20,634 | $4.5M |
| Stablepoint Partners, LLC | 0.70% | Add +14.6% | 20,547 | $4.5M |
| SkyView Investment Advisors, LLC | 0.57% | Reduce -0.8% | 20,472 | $4.5M |
| One Charles Private Wealth Services, LLC | 1.16% | Add +181.5% | 20,412 | $4.5M |
| Client 1ST Advisory Group, LLC | 1.40% | Reduce -0.0% | 20,368 | $4.5M |
| St Germain D J Co. Inc. | 0.17% | Add +1.5% | 20,233 | $4.4M |
| Farmers & Merchants Investments Inc. | 0.12% | Add +8.4% | 20,220 | $4.4M |
| Evanson Asset Management, LLC | 0.24% | Reduce -5.1% | 20,029 | $4.4M |
| CPA Asset Management Group, LLC | 1.54% | Reduce -0.8% | 19,983 | $4.4M |
| Zhang Financial LLC | 0.16% | Reduce -1.6% | 19,972 | $4.4M |
| Avant Capital LLC | 3.01% | Add +0.0% | 19,933 | $4.4M |
| Greenspring Advisors, LLC | 0.27% | Add +238.8% | 19,859 | $4.4M |
| WCG Wealth Advisors LLC | 0.12% | New | 19,815 | $4.4M |
| Oxler Private Wealth LLC | 1.26% | Reduce -6.0% | 19,813 | $4.4M |
| Formidable Asset Management, LLC | 0.63% | Add +2.7% | 20,007 | $4.3M |
| Columbia Asset Management | 0.76% | Add +1.9% | 19,522 | $4.3M |
| Blue Chip Partners, LLC | 0.31% | Add +15.6% | 19,491 | $4.3M |
| Tower View Wealth Management LLC | 2.12% | Reduce -1.5% | 19,472 | $4.3M |
| Kaydan Wealth Management, Inc. | 1.24% | Add +1.3% | 19,443 | $4.3M |
| Kiley Juergens Wealth Management, LLC | 0.93% | Add +0.1% | 19,415 | $4.3M |
| Mather Group, Llc. | 0.04% | Reduce -18.2% | 19,343 | $4.3M |
| Garrett Wealth Advisory Group, LLC | 0.80% | Reduce -1.8% | 19,326 | $4.2M |
| KCM Investment Advisors LLC | 0.14% | Add +7.0% | 19,269 | $4.2M |
| FLC Capital Advisors | 0.78% | Add +2.4% | 19,233 | $4.2M |
| Conservest Capital Advisors, Inc. | 0.38% | Add +1.0% | 19,221 | $4.2M |
| Bell Investment Advisors, Inc | 0.67% | Reduce -0.4% | 19,165 | $4.2M |
| Riverpoint Wealth Management Holdings, LLC | 0.90% | Add +0.8% | 19,096 | $4.2M |
| Heritage Trust Co | 0.43% | Reduce -3.4% | 19,012 | $4.2M |
| GSG Advisors LLC | 1.08% | Add +0.2% | 18,970 | $4.2M |
| Archer Investment Corp | 0.94% | Reduce -0.8% | 18,914 | $4.2M |
| Novak & Powell Financial Services, Inc. | 2.17% | Add +2.0% | 18,887 | $4.2M |
| Sagespring Wealth Partners, LLC | 0.08% | Reduce -11.0% | 18,839 | $4.1M |
| Mainsail Asset Management, LLC | 1.77% | Add +0.0% | 18,803 | $4.1M |
| Xcelsior Advisor Partners LLC | 1.99% | — | 18,593 | $4.1M |
| Baron Wealth Management LLC | 1.26% | Add +0.5% | 18,548 | $4.1M |
| Financial Management Network Inc. | 0.64% | Add +0.1% | 18,458 | $4.1M |
| JMG Financial Group, Ltd. | 0.11% | Reduce -3.4% | 18,526 | $4.1M |
| McNamara Financial Services, Inc. | 0.77% | Reduce -49.0% | 18,498 | $4.1M |
| Smartleaf Asset Management LLC | 0.15% | Add +188.2% | 18,342 | $4.1M |
| Mill Creek Capital Advisors, LLC | 0.08% | Reduce -1.6% | 18,427 | $4.0M |
| Friday Financial | 1.42% | Add +9.9% | 18,332 | $4.0M |
| Simon Quick Advisors, LLC | 0.18% | Add +9.3% | 18,321 | $4.0M |
| Clear Harbor Asset Management, LLC | 0.27% | Add +16.9% | 18,279 | $4.0M |
| Elevation Capital Advisory, LLC | 1.64% | New | 18,253 | $4.0M |
| Geneos Wealth Management Inc. | 0.10% | Reduce -4.3% | 18,249 | $4.0M |
| Steinberganna Wealth Management | 1.88% | Reduce -1.2% | 18,241 | $4.0M |
| Cannon Wealth Management Services, LLC | 2.83% | Add +5.6% | 18,231 | $4.0M |
| Whipplewood Advisors, LLC | 2.56% | Reduce -0.7% | 18,095 | $4.0M |
| CoreFirst Bank & Trust | 2.15% | Add +0.0% | 18,089 | $4.0M |
| Advisors Capital Management, LLC | 0.05% | Add +12.2% | 18,085 | $4.0M |
| Safeguard Investment Advisory Group, LLC | 1.01% | Reduce -2.5% | 18,048 | $4.0M |
| Embree Financial Group | 0.49% | Add +0.0% | 18,002 | $4.0M |
| Diversified Management Inc. | 0.92% | — | 17,926 | $3.9M |
| Cibc World Markets Corp. | 0.02% | — | 17,802 | $3.9M |
| 21 West Wealth Management LLC | 3.57% | Reduce -5.4% | 17,789 | $3.9M |
| Royal Fund Management, LLC | 0.36% | Add +61.1% | 17,709 | $3.9M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.27% | Add +17.0% | 17,719 | $3.9M |
| Choreo, LLC | 0.05% | Add +4.6% | 17,466 | $3.9M |
| Bailard, Inc. | 0.09% | Add +1.9% | 17,594 | $3.9M |
| Charter Oak Capital Management, LLC | 0.29% | Reduce -1.0% | 17,585 | $3.9M |
| Blue Trust, Inc. | 0.04% | Add +87.3% | 17,565 | $3.9M |
| Bank of Hawaii | 0.19% | Reduce -0.0% | 17,489 | $3.8M |
| Pure Financial Advisors, LLC | 0.06% | Add +2.0% | 17,453 | $3.8M |
| Madden Advisory Services, Inc. | 1.54% | Reduce -8.9% | 17,422 | $3.8M |
| FMA Wealth Management, LLC | 2.48% | Reduce -0.4% | 17,417 | $3.8M |
| Venturi Wealth Management, LLC | 0.17% | Reduce -5.9% | 17,412 | $3.8M |
| Fidelis Capital Partners, LLC | 0.28% | Add +56.4% | 17,380 | $3.8M |
| Ehrlich Financial Group | 2.17% | Add +58.5% | 17,327 | $3.8M |
| Pursue Wealth Partners LLC | 1.85% | Reduce -9.0% | 17,309 | $3.8M |
| Kaizen Financial Strategies | 1.68% | Add +6.7% | 17,295 | $3.8M |
| Fonville Wealth Management LLC | 0.78% | Reduce -0.4% | 17,267 | $3.8M |
| Midwest Trust Co | 0.05% | Add +2.5% | 17,257 | $3.8M |
| SeaCrest Wealth Management, LLC | 0.38% | Add +1.0% | 17,038 | $3.8M |
| Innova Wealth Partners | 1.91% | Add +7.8% | 17,234 | $3.8M |
| Optima Capital LLC | 1.64% | Add +2.2% | 17,205 | $3.8M |
| Transamerica Financial Advisors, LLC | 0.31% | Reduce -2.1% | 17,128 | $3.8M |
| American Institute for Advanced Investment Management, LLP | 2.42% | Add +0.1% | 17,113 | $3.8M |
| Post Resch Tallon Group Inc. | 3.17% | Reduce -0.9% | 17,102 | $3.8M |
| Shira Ridge Wealth Management | 1.51% | Reduce -35.9% | 17,100 | $3.8M |
| Cornerstone Financial Management LLC | 3.52% | — | 17,080 | $3.8M |
| Glen Eagle Advisors, LLC | 0.51% | Add +2.4% | 17,054 | $3.7M |
| Arrowroot Family Office, LLC | 1.36% | Reduce -19.4% | 16,996 | $3.7M |
| Gratus Wealth Advisors, LLC | 0.52% | Reduce -0.5% | 16,917 | $3.7M |
| Benedict Financial Advisors Inc. | 0.78% | Reduce -0.4% | 16,875 | $3.7M |
| Tranquility Partners, LLC | 1.32% | Reduce -1.8% | 16,730 | $3.7M |
| L. Roy Papp & Associates, LLP | 0.40% | Add +2.4% | 16,658 | $3.7M |
| Farrell Financial LLC | 2.16% | Add +1.1% | 16,635 | $3.7M |
| Buttonwood Financial Advisors Inc. | 1.21% | Reduce -2.3% | 16,575 | $3.6M |
| Empower Advisory Group, LLC | 0.01% | Add +23.3% | 16,504 | $3.6M |
| ICONIQ Capital, LLC | 0.05% | No change | 16,466 | $3.6M |
| Financial Guidance Group, Inc. | 1.48% | No change | 16,428 | $3.6M |
| BridgePort Financial Solutions, LLC | 0.97% | Add +0.7% | 16,422 | $3.6M |
| Beese Fulmer Investment Management, Inc. | 0.23% | Add +0.7% | 16,510 | $3.6M |
| Kingdom Financial Group LLC. | 1.11% | New | 16,360 | $3.6M |
| Mosaic Advisors LLC | 6.93% | Reduce -5.8% | 16,346 | $3.6M |
| D'Orazio & Associates, Inc. | 0.46% | Reduce -2.8% | 16,315 | $3.6M |
| Dupree Financial Group, LLC | 1.31% | Reduce -5.6% | 16,308 | $3.6M |
| Miller Investment Management, LP | 0.35% | No change | 16,293 | $3.6M |
| Cambridge Capital Management, LLC | 1.61% | Reduce -3.0% | 16,284 | $3.6M |
| Elmwood Wealth Management, Inc. | 1.13% | Add +195.2% | 16,274 | $3.6M |
| Argent Trust Co | 0.12% | Reduce -3.2% | 16,271 | $3.6M |
| Johnson Financial Group, Inc. | 0.13% | Reduce -3.3% | 16,204 | $3.6M |
| Harbor Investment Advisory, LLC | 0.27% | Add +1.1% | 16,104 | $3.5M |
| Axis Wealth Partners, LLC | 1.95% | Reduce -0.5% | 16,100 | $3.5M |
| Assetmark, Inc. | 0.01% | Add +142.5% | 16,089 | $3.5M |
| Equitable Trust Co. | 0.16% | No change | 15,960 | $3.5M |
| Pittenger & Anderson Inc. | 0.13% | Add +11.8% | 15,912 | $3.5M |
| Renaissance Technologies | 0.01% | Add +93.9% | 15,900 | $3.5M |
| TBH Global Asset Management, LLC | 0.58% | Add +3.1% | 15,863 | $3.5M |
| SVB Wealth LLC | 0.20% | Reduce -11.7% | 15,798 | $3.5M |
| Wilson & Boucher Capital Management, LLC | 2.26% | Reduce -1.2% | 15,654 | $3.4M |
| Base Wealth Management LLC | 1.85% | Add +4.2% | 15,628 | $3.4M |
| Uptick Partners, LLC | 0.73% | Reduce -6.4% | 15,570 | $3.4M |
| Advocate Investing Services LLC | 3.05% | — | 15,515 | $3.4M |
| Jacobi Capital Management LLC | 0.20% | Add +5.2% | 15,510 | $3.4M |
| Childress Capital Advisors, LLC | 0.55% | Reduce -2.1% | 15,505 | $3.4M |
| Good Harbor Advisors, Inc. | 3.94% | — | 15,393 | $3.4M |
| Rooted Wealth Advisors, Inc. | 0.95% | Reduce -74.2% | 14,882 | $3.4M |
| Linscomb Wealth, Inc. | 0.14% | Add +14.1% | 15,277 | $3.4M |
| Pension & Wealth Management Advisors, Inc. | 0.99% | Reduce -4.2% | 15,241 | $3.3M |
| Opus Financial Solutions LLC | 3.15% | — | 15,179 | $3.3M |
| LaSalle St. Investment Advisors, LLC | 0.53% | Reduce -23.5% | 15,055 | $3.3M |
| Tobias Financial Advisors, Inc. | 0.47% | Add +0.0% | 15,024 | $3.3M |
| Aspetuck Financial Management LLC | 2.21% | Reduce -3.0% | 14,958 | $3.3M |
| One Capital Management, LLC | 0.10% | Add +0.1% | 14,919 | $3.3M |
| Guilbault Capital LLC | 3.65% | — | 14,856 | $3.3M |
| Wilkins Miller Wealth Management, LLC | 1.94% | Reduce -2.6% | 14,853 | $3.3M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.03% | No change | 14,490 | $3.3M |
| LGL Partners, LLC | 1.39% | Reduce -3.1% | 14,790 | $3.3M |
| Sugar Maple Asset Management, LLC | 2.18% | Reduce -1.9% | 14,771 | $3.2M |
| Texas Capital Bank Wealth Management Services Inc | 0.19% | Add +876.4% | 14,734 | $3.2M |
| Private Trust Co. NA | 0.28% | Reduce -4.0% | 14,732 | $3.2M |
| Galvin, Gaustad & Stein, LLC | 0.26% | Add +24.9% | 14,714 | $3.2M |
| Armstrong Advisory Group, Inc. | 0.22% | Reduce -0.9% | 14,685 | $3.2M |
| Kelleher Financial Advisors | 0.75% | Reduce -0.6% | 14,646 | $3.2M |
| Gouws Capital LLC | 1.69% | Add +0.6% | 14,518 | $3.2M |
| Centaurus Financial, Inc. | 0.15% | Reduce -18.1% | 14,515 | $3.2M |
| Accel Wealth Management | 0.87% | Add +4.8% | 14,509 | $3.2M |
| Caldwell Sutter Capital, Inc. | 1.35% | Add +0.5% | 14,463 | $3.2M |
| MRWM Advisors, LLC | 1.70% | New | 14,428 | $3.2M |
| Cullen/Frost Bankers, Inc. | 0.03% | Add +437.7% | 14,362 | $3.2M |
| St. Clair Advisors, LLC | 0.81% | Add +0.1% | 14,335 | $3.2M |
| Caldwell Trust Co | 0.28% | Add +14.3% | 14,288 | $3.1M |
| W1M Asset Management Ltd | 0.03% | Add +4.8% | 14,265 | $3.1M |
| Fiduciary Alliance LLC | 0.20% | Reduce -7.7% | 14,258 | $3.1M |
| Archford Capital Strategies, LLC | 0.36% | Reduce -0.8% | 14,249 | $3.1M |
| QRG Capital Management, Inc. | 0.03% | Add +2.0% | 14,212 | $3.1M |
| First National Trust Co | 0.10% | Add +0.6% | 14,208 | $3.1M |
| Montecito Bank & Trust | 0.50% | Reduce -3.3% | 14,161 | $3.1M |
| Hazlett, Burt & Watson, Inc. | 0.99% | Add +14.8% | 14,102 | $3.1M |
| Roundview Capital LLC | 0.19% | Add +0.4% | 14,084 | $3.1M |
| FineMark National Bank & Trust | 0.10% | Add +0.0% | 14,075 | $3.1M |
| Sterling Wealth Advisors Inc | 1.85% | Reduce -9.3% | 13,978 | $3.1M |
| Wealthspire Retirement, LLC | 0.19% | Reduce -0.1% | 13,959 | $3.1M |
| Affiance Financial, LLC | 0.49% | No change | 13,938 | $3.1M |
| Forza Wealth Management, LLC | 1.10% | Reduce -27.7% | 13,821 | $3.0M |
| Eagle Strategies LLC | 0.39% | Add +13.3% | 13,806 | $3.0M |
| Bath Savings Trust Co | 0.30% | Reduce -1.6% | 13,715 | $3.0M |
| Belpointe Asset Management LLC | 0.11% | Add +14.8% | 13,700 | $3.0M |
| Dorsey & Whitney Trust CO LLC | 0.16% | Reduce -1.2% | 13,697 | $3.0M |
| Southeast Asset Advisors, LLC | 0.29% | Add +9.2% | 13,673 | $3.0M |
| Atticus Wealth Management, LLC | 0.74% | Reduce -21.2% | 13,648 | $3.0M |
| Miramar Capital, LLC | 0.65% | Add +0.1% | 13,631 | $3.0M |
| Pekin Hardy Strauss, Inc. | 0.27% | Add +0.7% | 13,504 | $3.0M |
| Citizens National Bank Trust Department | 0.51% | Reduce -0.5% | 13,439 | $3.0M |
| Ritholtz Wealth Management | 0.05% | Reduce -0.1% | 13,379 | $2.9M |
| Next Capital Management LLC | 0.94% | Add +0.1% | 13,360 | $2.9M |
| Relyea Zuckerberg Hanson LLC | 0.30% | Reduce -1.8% | 13,349 | $2.9M |
| Tocqueville Asset Management L.P. | 0.04% | Add +0.0% | 13,345 | $2.9M |
| MSH Capital Advisors LLC | 0.63% | Add +5.8% | 13,334 | $2.9M |
| LOM Asset Management Ltd | 0.85% | Reduce -0.2% | 13,312 | $2.9M |
| Walkner Condon Financial Advisors LLC | 0.40% | Add +9.8% | 13,142 | $2.9M |
| First Command Advisory Services, Inc. | 0.02% | Reduce -5.6% | 13,139 | $2.9M |
| Hohimer Wealth Management, LLC | 0.39% | Add +0.5% | 13,111 | $2.9M |
| LeClair Wealth Partners LLC | 1.67% | Reduce -1.4% | 13,083 | $2.9M |
| Beacon Bridge Wealth Partners, LLC | 0.95% | Reduce -1.8% | 13,068 | $2.9M |
| Finward Bancorp | 2.23% | Add +10.7% | 13,061 | $2.9M |
| Kwmg, LLC | 0.25% | Reduce -3.8% | 13,039 | $2.9M |
| Exencial Wealth Advisors, LLC | 0.09% | Reduce -0.5% | 13,028 | $2.9M |
| Aviance Capital Partners, LLC | 0.33% | Add +5.7% | 12,972 | $2.9M |
| Motco | 0.26% | Add +49.5% | 12,960 | $2.8M |
| WFA of San Diego, LLC | 2.08% | Add +7.7% | 12,886 | $2.8M |
| SRH Advisors, LLC | 0.81% | Add +0.0% | 12,865 | $2.8M |
| Hall Capital Management Co. Inc. | 1.09% | Add +3.2% | 12,842 | $2.8M |
| Opus Capital Group, LLC | 0.31% | Reduce -3.8% | 12,818 | $2.8M |
| Capital City Trust Co. | 0.63% | Add +8.5% | 12,815 | $2.8M |
| Sonata Capital Group Inc. | 1.02% | Reduce -0.4% | 12,813 | $2.8M |
| Anchor Investment Management, LLC | 0.23% | Reduce -0.6% | 12,659 | $2.8M |
| Savvy Advisors, Inc. | 0.09% | Add +61.1% | 12,658 | $2.8M |
| Graetz Wealth LLC | 2.53% | — | 12,657 | $2.8M |
| Nicholson Meyer Capital Management, Inc. | 2.10% | Reduce -7.3% | 12,644 | $2.8M |
| 71 West Capital Partners | 0.13% | — | 12,576 | $2.8M |
| Leeward Financial Partners, LLC | 0.78% | No change | 12,561 | $2.8M |
| Focused Alpha, LLC | 0.81% | — | 12,538 | $2.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Reduce -4.7% | 12,513 | $2.7M |
| Oliver Luxxe Assets LLC | 0.42% | Add +0.5% | 12,512 | $2.7M |
| Burling Wealth Partners, LLC | 0.43% | Add +2.1% | 12,511 | $2.7M |
| Cornell Pochily Investment Advisors, Inc. | 0.79% | Add +5.5% | 12,442 | $2.7M |
| Sunburst Financial Group, LLC | 0.55% | Reduce -0.3% | 12,430 | $2.7M |
| Stock Yards Bank & Trust Co. | 0.08% | Reduce -3.9% | 12,413 | $2.7M |
| Asset One Wealth Management LLC | 0.37% | — | 12,047 | $2.7M |
| Joseph P. Lucia & Associates, LLC | 0.98% | Add +0.8% | 12,319 | $2.7M |
| International Assets Investment Management, LLC | 0.19% | Reduce -3.6% | 12,318 | $2.7M |
| Patton Albertson Miller Group, LLC | 0.32% | Add +3.8% | 12,303 | $2.7M |
| Wellspring Financial Advisors, LLC | 0.21% | Add +0.8% | 12,279 | $2.7M |
| Evercore Wealth Management, LLC | 0.04% | Reduce -0.1% | 12,277 | $2.7M |
| Charter Capital Management, LLC\DE | 1.39% | No change | 12,274 | $2.7M |
| Cornerstone Management, Inc. | 0.44% | Reduce -1.8% | 12,272 | $2.7M |
| Becker Capital Management Inc. | 0.08% | Reduce -0.8% | 12,250 | $2.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -2.8% | 12,242 | $2.7M |
| North Star Asset Management Inc. | 0.11% | Reduce -0.5% | 12,240 | $2.7M |
| Vision Retirement, LLC | 0.72% | — | 12,234 | $2.7M |
| Dentgroup LLC | 1.85% | Reduce -29.0% | 12,226 | $2.7M |
| Bulwark Capital Corp | 1.91% | Reduce -3.2% | 12,212 | $2.7M |
| Tandem Capital Management Corp. | 1.21% | Add +0.0% | 12,144 | $2.7M |
| Landmark Wealth Management, LLC | 1.02% | Reduce -3.7% | 12,139 | $2.7M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Add +5.2% | 12,129 | $2.7M |
| RFG Advisory, LLC | 0.05% | Add +53.5% | 12,109 | $2.7M |
| Selby Wealth Management, LLC | 1.07% | — | 12,091 | $2.7M |
| Thoroughbred Financial Services, LLC | 0.16% | Add +13.8% | 12,066 | $2.7M |
| AIMZ Investment Advisors, LLC | 0.76% | Add +22.3% | 12,042 | $2.6M |
| Verity & Verity, LLC | 0.20% | Add +0.6% | 12,014 | $2.6M |
| Certified Advisory Corp | 0.24% | Reduce -12.3% | 12,001 | $2.6M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.88% | Reduce -1.2% | 11,966 | $2.6M |
| SageView Advisory Group, LLC | 0.09% | Reduce -31.4% | 11,919 | $2.6M |
| ASO GROUP Ltd | 1.02% | — | 11,880 | $2.6M |
| Van Hulzen Asset Management, LLC | 0.19% | Reduce -1.0% | 11,729 | $2.6M |
| Equity Wealth Partners, LLC | 1.66% | Reduce -3.8% | 11,670 | $2.6M |
| Nicolet Advisory Services, LLC | 0.17% | Reduce -0.4% | 11,357 | $2.6M |
| Advisory Research Inc. | 0.32% | No change | 11,658 | $2.6M |
| Capstone Wealth Management Group LLC | 1.55% | No change | 11,640 | $2.6M |
| Colonial Trust Co / SC | 0.34% | No change | 11,615 | $2.6M |
| CGN Advisors LLC | 0.20% | Add +0.9% | 11,606 | $2.6M |
| Capital Investment Advisory Services, LLC | 0.18% | Add +1.4% | 11,591 | $2.5M |
| Fort Washington Investment Advisors Inc. | 0.01% | Reduce -26.5% | 11,591 | $2.5M |
| Lanark Financial, Inc. | 0.19% | Reduce -9.3% | 11,531 | $2.5M |
| Latitude Advisors, LLC | 1.11% | Reduce -0.7% | 11,524 | $2.5M |
| Emerald Advisors, LLC | 0.34% | Add +7.8% | 11,447 | $2.5M |
| Roberts Glore & Co. Inc. | 0.67% | Reduce -0.7% | 11,443 | $2.5M |
| Weinberger Asset Management, Inc | 0.91% | Add +5.8% | 11,436 | $2.5M |
| Range Advisory, LLC | 0.65% | — | 11,422 | $2.5M |
| GK Wealth Management LLC | 1.83% | Add +15.3% | 11,373 | $2.5M |
| FC Advisory LLC | 0.72% | Add +0.7% | 11,372 | $2.5M |
| Amplius Wealth Advisors, LLC | 0.21% | Reduce -3.7% | 11,349 | $2.5M |
| Wealthcare Capital Partners, LLC | 1.17% | Add +1.6% | 11,338 | $2.5M |
| waypoint wealth counsel | 0.91% | Add +8.5% | 11,335 | $2.5M |
| Madison Asset Management, LLC | 0.03% | Reduce -0.4% | 11,330 | $2.5M |
| Hicks Capital Management LLC | 2.50% | Reduce -1.1% | 11,285 | $2.5M |
| Duncan Williams Asset Management, LLC | 0.62% | Add +0.8% | 10,946 | $2.5M |
| Andrews Advisory Associates, LLC | 1.32% | — | 11,270 | $2.5M |
| Strategic Wealth Partners, Ltd. | 0.17% | Reduce -7.3% | 11,249 | $2.5M |
| West Bancorporation Inc. | 1.29% | Reduce -1.7% | 11,232 | $2.5M |
| Eq Wealth Advisors, LLC | 1.45% | Reduce -2.0% | 11,172 | $2.5M |
| Collective Family Office LLC | 0.56% | Add +0.3% | 11,135 | $2.4M |
| Bfsg, LLC | 0.24% | Add +174.7% | 11,132 | $2.4M |
| Williams Jones Wealth Management, LLC. | 0.03% | Add +2.9% | 11,120 | $2.4M |
| Great Lakes Advisors, LLC | 0.02% | Reduce -0.8% | 11,119 | $2.4M |
| Sage Investment Advisers LLC | 1.83% | — | 11,113 | $2.4M |
| Sage Mountain Advisors LLC | 0.13% | Add +161.2% | 11,077 | $2.4M |
| Atlantic Union Bankshares Corp | 0.05% | Reduce -3.2% | 10,978 | $2.4M |
| Brindle & Bay Financial Advisors, LLC | 1.61% | — | 10,975 | $2.4M |
| Revisor Wealth Management LLC | 0.64% | Add +146.7% | 10,832 | $2.4M |
| Smith Salley Wealth Management | 0.12% | Reduce -4.0% | 10,848 | $2.4M |
| Johnson Bixby & Associates, LLC | 0.29% | Reduce -15.3% | 10,811 | $2.4M |
| Simplicity Wealth,LLC | 0.14% | Reduce -16.6% | 10,769 | $2.4M |
| Pitti Group Wealth Management, LLC | 1.94% | Add +1.3% | 10,745 | $2.4M |
| Perennial Investment Advisors, LLC | 0.19% | Add +1.6% | 10,691 | $2.3M |
| Regions Financial Corp. | 0.01% | Add +13.3% | 10,688 | $2.3M |
| Durante & Waters, LLC | 1.62% | Add +0.1% | 10,599 | $2.3M |
| Black Diamond Financial, LLC | 0.24% | Add +62.3% | 10,445 | $2.3M |
| Tandem Investment Partners LLC | 1.93% | Reduce -37.2% | 10,430 | $2.3M |
| Navis Wealth Advisors, LLC | 0.96% | Add +43.3% | 10,355 | $2.3M |
| Tudor Financial Inc. | 1.16% | Add +0.5% | 10,354 | $2.3M |
| Saxon Interests, Inc. | 0.80% | Reduce -1.9% | 10,327 | $2.3M |
| CJM Wealth Advisers, Ltd. | 0.68% | Add +1.0% | 10,326 | $2.3M |
| Meridian Financial Advisors, LLC | 1.24% | Reduce -0.6% | 10,322 | $2.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.08% | Add +0.9% | 10,318 | $2.3M |
| First PREMIER Bank | 0.52% | Add +0.3% | 10,317 | $2.3M |
| Thayer Partners, LLC / MA | 1.10% | — | 10,277 | $2.3M |
| Crewe Advisors LLC | 0.20% | Reduce -1.1% | 10,246 | $2.3M |
| Acima Private Wealth, LLC | 0.70% | No change | 10,225 | $2.2M |
| LRI Investments, LLC | 0.18% | Add +1.0% | 10,218 | $2.2M |
| Cauble & Harre Wealth Management, Inc. | 1.85% | — | 10,030 | $2.2M |
| BOS Asset Management, LLC | 0.59% | Add +11.8% | 10,027 | $2.2M |
| Colter Lewis Investment Partners LLC | 2.55% | — | 10,014 | $2.2M |
| Thrive Capital Management, LLC | 0.49% | Add +4.6% | 10,006 | $2.2M |
| Robinson Smith Wealth Advisors LLC | 1.50% | Reduce -2.7% | 10,001 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +18.5% | 9,986 | $2.2M |
| Founders Financial Alliance, LLC | 0.41% | Add +3.8% | 9,973 | $2.2M |
| MKT Advisors LLC | 0.75% | Reduce -2.8% | 9,855 | $2.2M |
| Defined Wealth Management, LLC | 1.26% | Reduce -0.7% | 9,948 | $2.2M |
| KDT Advisors, LLC | 3.06% | No change | 9,940 | $2.2M |
| Lowe Brockenbrough & Co. Inc. | 0.11% | Reduce -0.3% | 9,926 | $2.2M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.66% | Reduce -0.1% | 9,924 | $2.2M |
| Bitterroot Capital Advisors LLC | 1.49% | — | 9,912 | $2.2M |
| Ballast Financial Advisors LLC | 2.24% | — | 9,895 | $2.2M |
| Planning Center, Inc. | 0.22% | Add +2.3% | 9,855 | $2.2M |
| MOKAN Wealth Management Inc. | 0.96% | Add +7.8% | 9,844 | $2.2M |
| TPG Advisors LLC | 1.34% | Add +8.3% | 9,824 | $2.2M |
| Cassaday & Co Wealth Management LLC | 0.05% | Reduce -5.7% | 9,822 | $2.2M |
| Financially in Tune, LLC | 2.01% | — | 9,807 | $2.2M |
| Spinnaker Investment Group, LLC | 0.39% | Reduce -1.1% | 9,797 | $2.2M |
| XTX Topco Ltd | 0.06% | Add +619.8% | 9,782 | $2.1M |
| TrueWealth Advisors, LLC | 0.56% | Add +2.0% | 9,770 | $2.1M |
| PGIM Custom Harvest LLC | 0.03% | Add +16.0% | 9,764 | $2.1M |
| RPG Investment Advisory, LLC | 0.24% | Add +5.0% | 9,764 | $2.1M |
| Peck Wealth Management, LLC | 2.01% | Reduce -0.3% | 9,656 | $2.1M |
| Valley Forge Investment Consultants Inc. Adv | 0.61% | Add +2.2% | 9,612 | $2.1M |
| Thompson Davis & Co., Inc. | 1.26% | Add +0.2% | 9,545 | $2.1M |
| Vantage Financial Partners, LLC | 0.43% | Add +0.7% | 9,543 | $2.1M |
| Reynders McVeigh Capital Management, LLC | 0.10% | Reduce -3.9% | 9,514 | $2.1M |
| Discipline Wealth Solutions, LLC | 0.39% | Add +95.2% | 9,479 | $2.1M |
| SC&H Financial Advisors, Inc. | 0.32% | Add +0.2% | 9,479 | $2.1M |
| Members Wealth LLC | 1.30% | Reduce -4.2% | 9,254 | $2.1M |
| IRON Financial LLC | 0.95% | Add +0.0% | 9,448 | $2.1M |
| Asset Allocation Strategies LLC | 0.38% | Reduce -13.8% | 9,448 | $2.1M |
| Novare Capital Management LLC | 0.16% | Add +1.8% | 9,444 | $2.1M |
| Schmidt P J Investment Management Inc. | 0.33% | Reduce -11.8% | 9,355 | $2.1M |
| Round Rock Advisors LLC | 0.31% | Reduce -0.4% | 9,331 | $2.1M |
| Wetzel Investment Advisors, Inc. | 0.83% | Reduce -0.1% | 9,261 | $2.0M |
| Peak Retirement Planning, Inc. | 0.48% | Add +29.2% | 9,251 | $2.0M |
| Pps&v Asset Management Consultants, Inc. | 1.18% | Reduce -13.7% | 9,213 | $2.0M |
| Sweeney & Michel, LLC | 0.60% | Reduce -0.9% | 8,817 | $2.0M |
| Bragg Financial Advisors, Inc | 0.07% | Add +140.3% | 9,163 | $2.0M |
| Note Advisors, LLC | 1.03% | Add +8.0% | 8,995 | $2.0M |
| Centennial Advisors, LLC | 2.61% | — | 9,141 | $2.0M |
| Wedbush Securities Inc. | 0.06% | Add +12.0% | 9,143 | $2.0M |
| Silverlake Wealth Management LLC | 0.45% | Reduce -2.0% | 9,059 | $2.0M |
| Capital Advisors Inc. | 0.03% | Reduce -0.3% | 9,023 | $2.0M |
| Keel Point, LLC | 0.12% | Add +11.7% | 9,012 | $2.0M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | Reduce -2.9% | 8,993 | $2.0M |
| Argo Wealth Advisory, LLC | 1.18% | — | 8,955 | $2.0M |
| Nova R Wealth, Inc. | 0.72% | Add +0.2% | 8,947 | $2.0M |
| Granville Capital, Inc. | 1.04% | — | 8,919 | $2.0M |
| Patten Group, Inc. | 0.36% | Add +46.7% | 8,911 | $2.0M |
| Valor Advisors LLC | 1.62% | — | 8,864 | $1.9M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 1.81% | — | 8,802 | $1.9M |
| Joseph Group Capital Management | 0.51% | Reduce -0.6% | 8,795 | $1.9M |
| Cambridge Financial Group, LLC | 0.67% | Add +14.8% | 9,429 | $1.9M |
| SLT Holdings LLC | 1.29% | Add +0.9% | 8,745 | $1.9M |
| Coppell Advisory Solutions LLC | 0.19% | Add +1.4% | 8,654 | $1.9M |
| Crescent Grove Advisors, LLC | 0.18% | Add +0.4% | 8,717 | $1.9M |
| Vident Advisory, LLC | 0.02% | Add +6.2% | 8,711 | $1.9M |
| AdvisorNet Financial, Inc | 0.10% | Add +117.7% | 8,548 | $1.9M |
| Strategic Investment Solutions, Inc. | 0.45% | Reduce -18.4% | 8,543 | $1.9M |
| Bridgewealth Advisory Group, LLC | 0.41% | Reduce -3.9% | 8,528 | $1.9M |
| Cutler Investment Counsel LLC | 0.19% | Add +0.8% | 8,506 | $1.9M |
| Keudell/Morrison Wealth Management | 0.39% | — | 8,503 | $1.9M |
| Realta Investment Advisors | 0.61% | Reduce -0.1% | 8,467 | $1.9M |
| M.E. Allison & Co., Inc. | 1.26% | Reduce -2.5% | 8,459 | $1.9M |
| truNorth Financial Services, Inc. | 2.02% | — | 8,458 | $1.9M |
| Red Mountain Financial, LLC | 1.82% | Add +1.4% | 8,454 | $1.9M |
| United Services Automobile Association | 0.12% | Reduce -8.2% | 8,426 | $1.9M |
| Jaffetilchin Investment Partners, LLC | 0.11% | Add +1.9% | 8,406 | $1.8M |
| AAFMAA Wealth Management & Trust LLC | 0.72% | Reduce -10.8% | 8,393 | $1.8M |
| Facet Wealth, Inc. | 0.03% | Add +59.2% | 8,237 | $1.8M |
| Talisman Wealth Advisors LLC | 1.42% | Reduce -5.0% | 8,297 | $1.8M |
| Impact Capital Partners LLC | 0.54% | Reduce -0.9% | 8,304 | $1.8M |
| CDKV Holdings LLC | 1.52% | — | 8,266 | $1.8M |
| Asempa Wealth Advisors | 1.56% | — | 8,223 | $1.8M |
| Chicago Capital, LLC | 0.04% | Reduce -8.4% | 8,195 | $1.8M |
| Cape Cod Five Cents Savings Bank | 0.16% | No change | 9,080 | $1.8M |
| BNC Wealth Management, LLC | 0.46% | Reduce -12.1% | 8,174 | $1.8M |
| Versant Capital Management, Inc | 0.23% | Reduce -0.7% | 8,169 | $1.8M |
| Smithbridge Asset Management Inc. | 0.15% | Add +110.3% | 8,134 | $1.8M |
| Invesco Ltd. | 0.00% | Add +662.1% | 8,132 | $1.8M |
| Successful Portfolios LLC | 0.91% | Add +2.9% | 7,935 | $1.8M |
| Madison Park Capital Advisors, LLC | 1.44% | Reduce -0.6% | 8,100 | $1.8M |
| Hartmann Taylor Wealth Management, LLC | 1.20% | Reduce -2.1% | 8,093 | $1.8M |
| WESCAP Management Group, Inc. | 0.36% | No change | 8,083 | $1.8M |
| CFS Investment Advisory Services, LLC | 0.13% | Reduce -3.9% | 8,020 | $1.8M |
| Key Client Fiduciary Advisors, LLC | 0.61% | Add +1.0% | 8,016 | $1.8M |
| Stone Loft Wealth Management LLC | 1.65% | — | 7,977 | $1.8M |
| Odyssey Capital Advisors, Inc. | 1.56% | — | 7,976 | $1.8M |
| Arq Wealth Advisors, LLC | 0.47% | Reduce -0.5% | 7,958 | $1.7M |
| Eastern Bank | 0.03% | Add +6.4% | 7,945 | $1.7M |
| WBH Advisory Inc. | 0.13% | Reduce -0.5% | 7,941 | $1.7M |
| Stanich Group LLC | 1.32% | Reduce -1.1% | 7,941 | $1.7M |
| Old North State Wealth Management, LLC | 0.82% | Add +0.8% | 7,926 | $1.7M |
| VestGen Advisors, LLC | 0.07% | Reduce -79.4% | 7,922 | $1.7M |
| Tradewinds, LLC. | 0.42% | Add +2.8% | 7,918 | $1.7M |
| Oakmont Advisory Group, LLC | 1.85% | — | 7,899 | $1.7M |
| Bokf, NA | 0.03% | Reduce -6.1% | 7,864 | $1.7M |
| Freestone Capital Holdings, LLC | 0.05% | Reduce -19.2% | 7,841 | $1.7M |
| Inspirion Wealth Advisors, LLC | 0.21% | Reduce -1.5% | 7,810 | $1.7M |
| Power Wealth Management LLC | 0.60% | Reduce -11.6% | 7,798 | $1.7M |
| Midwestern Financial, LLC | 1.42% | Reduce -1.0% | 7,794 | $1.7M |
| Kane Investment Management, Inc. | 0.83% | Reduce -0.5% | 7,794 | $1.7M |
| Bluespring Wealth Management, LLC | 0.15% | Add +0.0% | 7,791 | $1.7M |
| Sunbelt Securities, Inc. | 0.11% | Reduce -23.7% | 7,767 | $1.7M |
| Sand Hill Global Advisors, LLC | 0.06% | Reduce -4.4% | 7,715 | $1.7M |
| Insight Advisors, LLC/ PA | 0.26% | Reduce -4.6% | 7,679 | $1.7M |
| Nadler Financial Group, Inc. | 0.16% | No change | 7,669 | $1.7M |
| Larson Financial Group LLC | 0.06% | Add +13.6% | 7,666 | $1.7M |
| Bienville Capital Management, LLC | 0.27% | Add +0.8% | 7,641 | $1.7M |
| Marble Harbor Investment Counsel, LLC | 0.18% | Add +37.9% | 7,638 | $1.7M |
| Traphagen Investment Advisors LLC | 0.14% | Add +4.5% | 7,638 | $1.7M |
| Decker Wealth Management LLC | 0.37% | — | 7,636 | $1.7M |
| Kelman-Lazarov, Inc. | 0.24% | Add +0.1% | 7,614 | $1.7M |
| Ironwood Investment Counsel, LLC | 0.23% | Add +0.1% | 7,611 | $1.7M |
| Horst & Graben Wealth Management LLC | 0.25% | Add +0.5% | 7,606 | $1.7M |
| Roger Wittlin Investment Advisory, LLC | 1.17% | Reduce -10.3% | 7,604 | $1.7M |
| Piedmont Capital Management, LLC | 0.84% | Add +2.3% | 7,512 | $1.7M |
| Capstone Wealth Management Group, LLC | 0.69% | Reduce -1.6% | 7,506 | $1.6M |
| Fortis Capital Advisors, LLC | 0.24% | Reduce -0.9% | 7,499 | $1.6M |
| Baxter Bros Inc. | 0.19% | Add +2.5% | 7,493 | $1.6M |
| Birchcreek Wealth Management, LLC | 0.81% | No change | 7,479 | $1.6M |
| Tarbox Family Office, Inc. | 0.26% | Reduce -40.5% | 7,457 | $1.6M |
| Proficio Capital Partners LLC | 0.11% | Add +0.5% | 7,411 | $1.6M |
| Lake Street Private Wealth, LLC | 0.20% | Add +2.5% | 7,376 | $1.6M |
| First American Bank | 0.10% | No change | 7,334 | $1.6M |
| Mystic Asset Management, Inc. | 0.36% | Add +1.0% | 7,328 | $1.6M |
| MOR Wealth Management, LLC | 0.74% | — | 7,322 | $1.6M |
| Arbor Wealth Advisors LLC | 1.15% | Add +0.3% | 7,311 | $1.6M |
| Debussy Capital Management LP | 0.22% | Reduce -1.2% | 7,295 | $1.6M |
| Carret Asset Management, LLC | 0.15% | Add +0.5% | 7,291 | $1.6M |
| Monograph Wealth Advisors, LLC | 0.16% | Add +4.5% | 7,285 | $1.6M |
| Compass Financial Services Inc | 0.69% | Reduce -1.0% | 7,271 | $1.6M |
| Atria Investments, Inc | 0.02% | Add +10.2% | 7,264 | $1.6M |
| Moneco Advisors, LLC | 0.13% | Add +0.5% | 7,225 | $1.6M |
| Duncker Streett & Co. Inc. | 0.28% | Reduce -4.0% | 7,217 | $1.6M |
| Darrow Company, Inc. | 0.71% | No change | 7,185 | $1.6M |
| Forum Financial Management, LP | 0.02% | Add +2.6% | 7,166 | $1.6M |
| Richard C. Young & CO., LTD. | 0.14% | Reduce -1.9% | 7,158 | $1.6M |
| Bluesphere Advisors LLC | 0.69% | Add +12.2% | 7,147 | $1.6M |
| OneAscent Financial Services LLC | 0.14% | Reduce -72.2% | 7,134 | $1.6M |
| Sagace Wealth Management LLC | 1.06% | Add +0.8% | 7,101 | $1.6M |
| Callan Family Office, LLC | 0.03% | Add +5.7% | 7,097 | $1.6M |
| TAGStone Capital, Inc. | 0.58% | Add +5.6% | 7,083 | $1.6M |
| HORAN Wealth, LLC | 0.24% | Add +4.0% | 7,074 | $1.6M |
| Essex Bank | 0.34% | Add +3.5% | 7,049 | $1.5M |
| Wolff Financial Management LLC | 0.35% | Add +13.5% | 7,020 | $1.5M |
| Lansing Street Advisors | 0.39% | Add +0.3% | 6,983 | $1.5M |
| ORG Partners LLC | 0.27% | Add +3.5% | 6,981 | $1.5M |
| Townsend Asset Management Corp. /NC/ | 0.54% | Add +0.4% | 6,952 | $1.5M |
| Integras Partners LLC | 1.22% | Reduce -0.7% | 6,860 | $1.5M |
| Catalina Capital Group, LLC | 0.92% | Reduce -0.3% | 6,856 | $1.5M |
| Trevian Wealth Management LLC | 0.71% | New | 6,822 | $1.5M |
| Valeo Financial Advisors, LLC | 0.03% | Add +4.7% | 6,801 | $1.5M |
| Integrity Investment Advisors, LLC | 0.82% | Add +565.1% | 6,784 | $1.5M |
| KLCM Advisors, Inc. | 0.13% | New | 6,779 | $1.5M |
| Petix & Botte Co | 0.34% | Reduce -1.4% | 6,771 | $1.5M |
| Biltmore Family Office, LLC | 0.21% | Add +3.0% | 6,771 | $1.5M |
| Wesbanco Bank Inc. | 0.04% | Reduce -8.8% | 6,749 | $1.5M |
| Crux Wealth Advisors | 0.55% | Add +0.8% | 6,742 | $1.5M |
| Everett Harris & Co. | 0.02% | Reduce -0.4% | 6,740 | $1.5M |
| Aries Wealth Management | 0.33% | Reduce -1.3% | 6,735 | $1.5M |
| Frank, Rimerman Advisors LLC | 0.09% | Add +0.1% | 6,728 | $1.5M |
| Atlantic Edge Private Wealth Management, LLC | 0.37% | Reduce -11.5% | 6,705 | $1.5M |
| Catalyst Financial Partners LLC | 0.16% | Reduce -0.0% | 6,698 | $1.5M |
| Avior Wealth Management, LLC | 0.05% | Reduce -5.6% | 6,687 | $1.5M |
| Weik Capital Management | 0.55% | Add +0.2% | 6,685 | $1.5M |
| Mascagni Wealth Management, Inc. | 1.09% | Reduce -0.5% | 6,655 | $1.5M |
| Douglass Winthrop Advisors, LLC | 0.03% | No change | 6,650 | $1.5M |
| Manhattan West Asset Management, LLC | 0.30% | Reduce -5.2% | 6,646 | $1.5M |
| Destination Wealth Management | 0.04% | Add +148.5% | 6,643 | $1.5M |
| Bravias Capital Group, LLC | 0.88% | Add +46.9% | 6,624 | $1.5M |
| Godshalk Welsh Capital Management, Inc. | 0.83% | Reduce -0.2% | 6,614 | $1.5M |
| Fortitude Advisory Group L.L.C. | 0.62% | Add +6.0% | 6,613 | $1.5M |
| Adkins Seale Capital Management LLC | 1.44% | — | 6,609 | $1.5M |
| XML Financial, LLC | 0.12% | Add +3.6% | 6,600 | $1.5M |
| Orser Capital Management, LLC | 0.82% | Add +30.3% | 6,575 | $1.4M |
| Aua Capital Management, LLC | 0.72% | No change | 6,574 | $1.4M |
| Core Wealth Advisors, Inc. | 0.37% | Add +12.6% | 6,570 | $1.4M |
| Community Bank, N.A. | 0.17% | Reduce -2.6% | 6,535 | $1.4M |
| Rockland Trust Co. | 0.06% | Add +15.2% | 6,525 | $1.4M |
| Wexford Capital LP | 0.37% | No change | 6,524 | $1.4M |
| Sovereign Financial Group, Inc. | 0.26% | Add +1.8% | 6,522 | $1.4M |
| Saxony Capital Management, LLC | 0.88% | Reduce -11.5% | 6,501 | $1.4M |
| Busey Bank | 0.04% | Add +9.3% | 6,485 | $1.4M |
| Daymark Wealth Partners, LLC | 0.05% | Add +5.5% | 6,482 | $1.4M |
| Rothschild Wealth LLC | 0.14% | New | 6,458 | $1.4M |
| RDA Financial Network | 0.34% | Reduce -0.3% | 6,457 | $1.4M |
| Christensen, King & Associates Investment Services, Inc. | 0.61% | Add +3.7% | 6,454 | $1.4M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.49% | Add +0.7% | 6,451 | $1.4M |
| Well Done, LLC | 0.21% | Reduce -6.2% | 6,446 | $1.4M |
| Mayfair Advisory Group, LLC | 0.55% | Add +1.1% | 6,410 | $1.4M |
| C M Bidwell & Associates Ltd. | 0.67% | Add +1.8% | 6,412 | $1.4M |
| First Citizens Bank & Trust Co. | 0.03% | Add +4.5% | 6,411 | $1.4M |
| Austin Private Wealth, LLC | 0.11% | Reduce -0.4% | 6,410 | $1.4M |
| RIA Advisory Group LLC | 0.34% | Add +188.9% | 6,377 | $1.4M |
| Syverson Strege & Co | 0.33% | No change | 6,336 | $1.4M |
| Institute for Wealth Management, LLC. | 0.15% | Reduce -14.1% | 6,324 | $1.4M |
| Ethos Financial Group, LLC | 0.10% | Add +7.5% | 6,312 | $1.4M |
| BCS Wealth Management | 0.14% | Add +100.0% | 6,306 | $1.4M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.10% | No change | 6,290 | $1.4M |
| Beacon Capital Management, LLC | 0.21% | Add +0.5% | 6,289 | $1.4M |
| Silver Lake Advisory, LLC | 0.54% | Add +6.3% | 6,280 | $1.4M |
| GWN Securities Inc. | 0.28% | Add +14.2% | 6,257 | $1.4M |
| MFA Wealth Services | 0.93% | Reduce -1.1% | 6,257 | $1.4M |
| Dempze Nancy E | 0.71% | No change | 6,231 | $1.4M |
| Fiduciary Family Office, LLC | 0.39% | No change | 6,214 | $1.4M |
| Horizon Wealth Management, LLC | 0.21% | Add +2.0% | 6,213 | $1.4M |
| Nilsine Partners, LLC | 0.12% | Add +9.5% | 6,210 | $1.4M |
| Berger Financial Group, Inc | 0.08% | Add +26.7% | 6,200 | $1.4M |
| BlueChip Wealth Advisors LLC | 0.57% | Reduce -7.7% | 6,127 | $1.3M |
| Angeles Wealth Management, LLC | 0.07% | Reduce -28.4% | 6,127 | $1.3M |
| Abacus Wealth Partners, LLC | 0.13% | Add +0.5% | 6,099 | $1.3M |
| Carson Advisory Inc. | 0.70% | Add +8.2% | 6,096 | $1.3M |
| McAdam, LLC | 0.06% | Add +1.0% | 6,094 | $1.3M |
| Cooper/Haims Advisors, LLC | 0.61% | No change | 6,086 | $1.3M |
| Gutierrez Wealth Advisory, LLC | 0.84% | Add +0.8% | 6,077 | $1.3M |
| Ascent Group, LLC | 0.05% | Add +1.7% | 6,072 | $1.3M |
| Ignite Planners, LLC | 0.20% | Add +0.5% | 5,953 | $1.3M |
| Conning Inc. | 0.05% | No change | 6,050 | $1.3M |
| Philip James Wealth Mangement, LLC | 0.16% | Reduce -0.8% | 6,043 | $1.3M |
| Tenret Co LLC | 0.67% | No change | 6,040 | $1.3M |
| Ashton Thomas Securities, LLC | 0.25% | Reduce -2.6% | 6,027 | $1.3M |
| Hershey Financial Advisers, LLC | 1.12% | New | 6,026 | $1.3M |
| Private Management Group Inc. | 0.04% | No change | 6,024 | $1.3M |
| Decker Retirement Planning Inc. | 0.66% | Reduce -3.6% | 6,023 | $1.3M |
| Highview Capital Management LLC | 0.47% | Reduce -0.4% | 6,015 | $1.3M |
| Harmony Asset Management LLC | 0.44% | Reduce -4.7% | 6,009 | $1.3M |
| Fiduciary Group, LLC | 0.11% | Add +7.2% | 6,006 | $1.3M |
| Littlejohn Financial Services, Inc. | 0.97% | Reduce -3.0% | 6,002 | $1.3M |
| Evernest Financial Advisors, LLC | 0.28% | Add +0.5% | 5,740 | $1.3M |
| American State Bank (Iowa) | 0.63% | Reduce -0.8% | 5,976 | $1.3M |
| Calton & Associates, Inc. | 0.19% | Add +10.0% | 5,976 | $1.3M |
| Clear Point Advisors Inc. | 1.02% | Reduce -1.4% | 5,965 | $1.3M |
| Churchill Financial Advisors, LLC | 0.40% | — | 5,952 | $1.3M |
| Essex LLC | 0.23% | Add +0.8% | 5,915 | $1.3M |
| Redwood Family Wealth LLC | 1.28% | — | 5,912 | $1.3M |
| Quaker Wealth Management, LLC | 0.41% | Add +0.6% | 5,897 | $1.3M |
| Creative Financial Designs Inc. | 0.08% | Add +1.3% | 5,895 | $1.3M |
| Objective Capital Management, LLC | 1.32% | Add +0.1% | 5,884 | $1.3M |
| Luminvest Wealth Management LLC | 0.36% | Reduce -3.5% | 5,836 | $1.3M |
| Evexia Wealth LLC | 0.36% | Add +10.2% | 5,699 | $1.3M |
| Ridge Creek Global, Inc | 1.07% | — | 5,825 | $1.3M |
| Invst, LLC | 0.14% | Reduce -1.1% | 5,823 | $1.3M |
| Evergreen Advisors, LLC | 0.31% | — | 5,804 | $1.3M |
| RVW Wealth, LLC | 0.10% | Reduce -5.9% | 5,801 | $1.3M |
| LCNB Corp. | 0.43% | Reduce -1.8% | 5,800 | $1.3M |
| Fortis Group Advisors, LLC | 0.21% | Reduce -37.0% | 5,693 | $1.3M |
| KOM Wealth Management Group, LLC | 0.90% | Add +1.9% | 5,781 | $1.3M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.23% | Add +0.1% | 5,740 | $1.3M |
| Alliancebernstein L.P. | 0.00% | New | 5,733 | $1.3M |
| Aureus Asset Management, LLC | 0.08% | Add +54.2% | 5,726 | $1.3M |
| Ledgewood Wealth Advisors, LLC | 0.72% | No change | 5,720 | $1.3M |
| DBK Financial Counsel, LLC | 0.96% | No change | 5,704 | $1.3M |
| Collaborative Wealth Managment Inc. | 0.44% | Reduce -0.5% | 5,704 | $1.3M |
| Strategic Financial Services, Inc. | 0.06% | Add +4.1% | 5,458 | $1.3M |
| Keystone Global Partners, LLC | 0.55% | Reduce -2.1% | 5,697 | $1.3M |
| Everhart Financial Group, Inc. | 0.12% | Add +0.3% | 5,690 | $1.3M |
| Investment Planning Advisors, Inc. | 0.36% | Add +0.1% | 5,686 | $1.2M |
| Marathon Wealth Advisors LLC | 0.50% | — | 5,676 | $1.2M |
| Klingman & Associates, LLC | 0.06% | Reduce -16.5% | 5,675 | $1.2M |
| ERn Financial, LLC | 0.23% | Reduce -0.4% | 5,670 | $1.2M |
| Gallacher Capital Management LLC | 0.48% | Add +0.1% | 5,653 | $1.2M |
| WealthCare Investment Partners, LLC | 0.36% | Reduce -0.1% | 5,614 | $1.2M |
| Catalyst Investment Management LLC | 1.17% | — | 5,609 | $1.2M |
| Blossom Wealth Management | 2.03% | Reduce -0.9% | 5,594 | $1.2M |
| Legacy Trust | 0.23% | Add +25.0% | 5,592 | $1.2M |
| Front Row Advisors LLC | 0.41% | Add +1.8% | 5,587 | $1.2M |
| Approach Retirement Advisors, LLC | 1.06% | — | 5,584 | $1.2M |
| Schrum Private Wealth Management LLC | 0.91% | Add +9.7% | 5,583 | $1.2M |
| OakTrust Wealth Advisors, LLC | 1.13% | — | 5,576 | $1.2M |
| BTG Pactual Asset Management US LLC | 0.14% | No change | 5,985 | $1.2M |
| Towerpoint Wealth, LLC | 0.48% | Add +1.6% | 5,567 | $1.2M |
| Sepio Capital, LP | 0.07% | Reduce -37.0% | 5,566 | $1.2M |
| Excalibur Management Corp. | 0.44% | Add +39.4% | 5,565 | $1.2M |
| Gradient Capital Advisors, LLC | 0.31% | Reduce -1.1% | 5,530 | $1.2M |
| Bayban | 1.07% | — | 5,516 | $1.2M |
| First Bancorp, Inc | 0.64% | No change | 5,508 | $1.2M |
| Baldwin Wealth Partners LLC | 0.08% | No change | 5,500 | $1.2M |
| Lincoln Capital Corp. | 0.43% | No change | 5,495 | $1.2M |
| Northwest Bancshares, Inc. | 0.23% | No change | 5,493 | $1.2M |
| Trifecta Capital Advisors, LLC | 0.18% | Reduce -2.5% | 5,491 | $1.2M |
| Root Financial Partners, LLC | 0.06% | Add +83.7% | 5,486 | $1.2M |
| Claris Financial LLC | 0.64% | Reduce -1.3% | 5,470 | $1.2M |
| Palisade Asset Management, LLC | 0.12% | Reduce -3.0% | 5,457 | $1.2M |
| RiverFront Investment Group, LLC | 0.02% | Add +3.1% | 5,452 | $1.2M |
| RM Financial Services, LLC | 1.06% | — | 5,438 | $1.2M |
| Webster Bank, N. A. | 0.11% | Reduce -0.3% | 5,425 | $1.2M |
| Bridges Investment Management Inc. | 0.02% | Add +8.6% | 5,425 | $1.2M |
| Secure Asset Management, LLC | 0.19% | Reduce -3.6% | 5,423 | $1.2M |
| Sage Capital Advisors,llc | 0.28% | Add +0.1% | 5,417 | $1.2M |
| Mitchell McLeod Pugh & Williams Inc. | 0.17% | Add +29.2% | 5,131 | $1.2M |
| Great Diamond Partners, LLC | 0.23% | Reduce -4.4% | 5,360 | $1.2M |
| Tsfg, LLC | 0.18% | Reduce -4.7% | 5,352 | $1.2M |
| Wiser Wealth Management, Inc | 0.26% | Add +1.8% | 5,332 | $1.2M |
| Sutton Place Investors LLC | 0.64% | No change | 5,311 | $1.2M |
| Moody LYNN Lieberson & Walker, LLC | 0.06% | No change | 5,307 | $1.2M |
| Viawealth, LLC | 0.65% | Reduce -3.7% | 5,279 | $1.2M |
| Silver Oak Wealth Advisors Services, LLC | 0.75% | Add +0.2% | 5,265 | $1.2M |
| Guardsman Private Capital Management, Inc. | 0.92% | — | 5,250 | $1.2M |
| DF Dent & Co. Inc. | 0.02% | Add +4.3% | 5,249 | $1.2M |
| Wealth Dimensions Group, Ltd. | 0.23% | Reduce -1.6% | 5,244 | $1.2M |
| Perkins Coie Trust Co | 0.21% | Add +134.7% | 5,228 | $1.1M |
| Union Savings Bank | 0.50% | — | 5,228 | $1.1M |
| Mayport, LLC | 0.23% | Add +189.2% | 5,225 | $1.1M |
| Financial Partners Group, Inc | 0.13% | Reduce -2.5% | 5,124 | $1.1M |
| Urban Wealth Management, LLC | 1.07% | — | 5,216 | $1.1M |
| Accredited Investors Inc. | 0.06% | Reduce -4.2% | 5,214 | $1.1M |
| O'ROURKE & COMPANY, Inc | 0.44% | Reduce -2.3% | 5,199 | $1.1M |
| Trademark Financial Management, LLC | 0.63% | Add +1.0% | 5,186 | $1.1M |
| Mosaic Family Wealth Partners, LLC | 0.12% | No change | 5,178 | $1.1M |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +1.0% | 5,166 | $1.1M |
| Councilor Wealth, LLC | 0.54% | Add +8.6% | 5,163 | $1.1M |
| Revolve Wealth Partners, LLC | 0.13% | Reduce -0.4% | 5,147 | $1.1M |
| Cypress Capital Group | 0.13% | Add +14.9% | 5,133 | $1.1M |
| VeraBank, N.A. | 0.20% | Add +47.4% | 5,123 | $1.1M |
| Partners Capital Investment Group, LLP | 0.04% | Add +0.8% | 5,114 | $1.1M |
| Medallion Wealth Advisors, LLC | 0.38% | Reduce -5.7% | 5,112 | $1.1M |
| Broyhill Asset Management, LLC | 0.98% | Add +3.0% | 5,087 | $1.1M |
| Passumpsic Savings Bank | 0.61% | — | 5,055 | $1.1M |
| Turn8 Private Wealth Inc. | 0.80% | Add +0.2% | 5,051 | $1.1M |
| Burk Holdings LLC | 0.53% | No change | 5,050 | $1.1M |
| Center for Financial Planning, Inc. | 0.12% | Add +5.1% | 5,043 | $1.1M |
| Linden Thomas Advisory Services, LLC | 0.11% | New | 5,009 | $1.1M |
| Camden National Bank | 0.15% | Add +25.0% | 5,006 | $1.1M |
| Beta Wealth Group, Inc. | 0.44% | Reduce -14.5% | 5,001 | $1.1M |
| Indiana Trust & Investment Management Co | 0.32% | No change | 4,995 | $1.1M |
| Simmons Bank | 0.07% | Reduce -2.4% | 4,987 | $1.1M |
| Burke & Herbert Bank & Trust Co. | 0.30% | Reduce -1.2% | 4,984 | $1.1M |
| Fisher Asset Management | 0.00% | Add +4.3% | 4,978 | $1.1M |
| Pacific Point Advisors, LLC | 0.59% | Add +131.9% | 4,978 | $1.1M |
| Summit Financial Wealth Advisors, LLC | 0.16% | No change | 4,960 | $1.1M |
| Rockingstone Advisors LLC | 0.50% | Add +21.3% | 4,946 | $1.1M |
| Advisor Resource Council | 0.39% | New | 4,789 | $1.1M |
| MA Private Wealth | 0.18% | No change | 4,926 | $1.1M |
| Trueblood Wealth Management, LLC | 0.42% | Add +5.9% | 4,921 | $1.1M |
| Trace Wealth Advisors, LLC | 0.78% | New | 4,918 | $1.1M |
| Fulton Bank, N.A. | 0.04% | Add +14.7% | 4,913 | $1.1M |
| National Wealth Management Group, LLC | 0.37% | Reduce -4.2% | 4,906 | $1.1M |
| Barnes Wealth Management Group, Inc | 0.58% | Reduce -11.2% | 4,890 | $1.1M |
| FF Advisors,LLC | 0.48% | Add +47.3% | 4,880 | $1.1M |
| Blake Schutter Theil Wealth Advisors, LLC | 0.88% | Add +0.1% | 4,876 | $1.1M |
| Principal Securities, Inc. | 0.02% | Add +12.0% | 4,869 | $1.1M |
| Hamilton Wealth, LLC | 0.20% | Add +209.1% | 4,865 | $1.1M |
| Cranbrook Wealth Management, LLC | 0.21% | No change | 4,863 | $1.1M |
| Roxbury Financial LLC | 0.96% | Add +0.5% | 4,857 | $1.1M |
| GAMCO Investors | 0.01% | No change | 4,854 | $1.1M |
| Independent Wealth Network Inc. | 0.33% | Reduce -2.5% | 4,834 | $1.1M |
| Townsquare Capital LLC | 0.24% | Reduce -32.4% | 4,820 | $1.1M |
| Grey Ledge Advisors, LLC | 0.24% | Add +0.0% | 4,808 | $1.1M |
| Midway Capital Research & Management | 1.03% | — | 4,804 | $1.1M |
| J2 Capital Management Inc | 0.77% | Add +4.5% | 4,783 | $1.1M |
| Foster Victor Wealth Advisors, LLC | 0.06% | Reduce -0.1% | 4,652 | $1.0M |
| Capital Squared Financial LLC | 0.82% | Add +19.3% | 4,763 | $1.0M |
| Maple Capital Management, Inc. | 0.07% | Reduce -3.3% | 4,748 | $1.0M |
| Clark Capital Management Group, Inc. | 0.01% | Add +110.9% | 4,734 | $1.0M |
| Jag Capital Management, LLC | 0.11% | No change | 4,728 | $1.0M |
| Orgel Wealth Management, LLC | 0.02% | Add +5.3% | 4,724 | $1.0M |
| Sawgrass Asset Management LLC | 0.13% | No change | 4,715 | $1.0M |
| Northwest Wealth Management, LLC | 0.16% | Reduce -6.3% | 4,708 | $1.0M |
| Occidental Asset Management, LLC | 0.12% | Add +0.9% | 4,699 | $1.0M |
| Rossmore Private Capital | 0.09% | Add +0.0% | 4,681 | $1.0M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +4.1% | 4,671 | $1.0M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +289.2% | 4,616 | $1.0M |
| WealthPlan Investment Management, LLC | 0.07% | Reduce -2.0% | 4,649 | $1.0M |
| Canal Capital Management, LLC | 0.14% | Add +4.1% | 4,641 | $1.0M |
| Unify Financial Advisors | 1.06% | — | 4,630 | $1.0M |
| Sage Rhino Capital LLC | 0.19% | No change | 4,622 | $1.0M |
| Rockwood Wealth Management, LLC | 0.08% | Add +31.7% | 4,608 | $1.0M |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Add +15.7% | 4,576 | $1.0M |
| Greenleaf Trust | 0.01% | Add +14.4% | 4,554 | $1.0M |
| Vicus Capital | 0.07% | Add +7.8% | 4,547 | $999K |
| Morling Financial Advisors, LLC | 0.31% | Add +0.9% | 4,538 | $997K |
| Patten & Patten Inc. | 0.06% | Add +0.1% | 4,536 | $997K |
| Elm Partners Management LLC | 0.05% | Add +26.0% | 4,521 | $994K |
| Newman Dignan & Sheerar, Inc. | 0.21% | Reduce -0.5% | 4,520 | $993K |
| Continuum Advisory, LLC | 0.10% | Reduce -0.8% | 4,517 | $993K |
| Legacy Financial Strategies, LLC | 0.18% | Add +0.0% | 4,517 | $993K |
| LongView Wealth Management | 0.24% | Reduce -5.8% | 4,397 | $992K |
| Flagship Wealth Advisors, LLC | 0.29% | Add +0.5% | 4,514 | $992K |
| Millennium Capital Advisors, LLC | 0.59% | Reduce -5.3% | 4,513 | $992K |
| Anderson Hoagland & Co. | 0.09% | No change | 4,498 | $989K |
| Integris Wealth Management, LLC | 0.22% | No change | 4,494 | $988K |
| Sfmg, LLC | 0.07% | Add +70.2% | 4,493 | $987K |
| Portside Wealth Group, LLC | 0.13% | Reduce -1.6% | 4,492 | $987K |
| Agate Pass Investment Management, LLC | 0.37% | Reduce -1.5% | 4,477 | $984K |
| Independent Advisor Alliance | 0.02% | Add +1.4% | 4,467 | $982K |
| RTD Financial Advisors, Inc. | 0.12% | No change | 4,464 | $981K |
| SOL Capital Management CO | 0.09% | Reduce -1.6% | 4,460 | $980K |
| Mason Investment Advisory Services, Inc. | 0.05% | Reduce -6.4% | 4,449 | $978K |
| CWA Asset Management Group, LLC | 0.04% | Add +0.6% | 4,435 | $975K |
| Chancellor Financial Group WB LP | 0.67% | Add +1.4% | 4,433 | $974K |
| Keating Financial Advisory Services, Inc. | 0.13% | — | 4,432 | $974K |
| Boston Trust Walden Corp | 0.01% | No change | 4,426 | $973K |
| Westmount Partners, LLC | 0.24% | Add +0.0% | 4,426 | $973K |
| Pettinga Financial Advisors LLC | 0.18% | Add +2.7% | 4,419 | $971K |
| Neuberger Berman Group LLC | 0.00% | Add +17.5% | 4,418 | $971K |
| JRM Investment Counsel, LLC | 0.28% | Add +3.3% | 4,416 | $971K |
| Alchemi Wealth, LLC | 0.53% | — | 4,386 | $964K |
| Pasadena Private Wealth, LLC | 0.13% | Reduce -1.7% | 4,384 | $964K |
| Hobart Private Capital, LLC | 0.19% | Reduce -0.4% | 4,380 | $963K |
| Wilmington Savings Fund Society, FSB | 0.02% | Reduce -4.1% | 4,373 | $961K |
| Atlas Legacy Advisors, LLC | 0.17% | No change | 4,345 | $955K |
| Canandaigua National Bank & Trust Co. | 0.09% | Reduce -0.6% | 4,345 | $955K |
| BOK Financial Private Wealth, Inc. | 0.06% | No change | 4,338 | $953K |
| Patrick M Sweeney & Associates, Inc. | 0.59% | Add +1.8% | 4,313 | $948K |
| Coastal Bridge Advisors, LLC | 0.07% | Add +14.3% | 4,302 | $945K |
| Mark Sheptoff Financial Planning, LLC | 0.45% | Add +20.9% | 4,291 | $943K |
| EdgeRock Capital LLC | 0.25% | No change | 4,269 | $938K |
| HighRoad Wealth Advisors, LLC | 0.89% | — | 4,264 | $937K |
| Thompson David Blair | 0.53% | — | 4,256 | $935K |
| Anson Capital, Inc. | 0.68% | Reduce -0.3% | 4,254 | $935K |
| Melfa Wealth Management, Inc. | 0.54% | No change | 4,249 | $934K |
| Capital Management Associates, Inc | 0.21% | Add +0.5% | 4,245 | $933K |
| LVM Capital Management Ltd. | 0.09% | Add +3.7% | 4,241 | $932K |
| TruWealth Advisors, LLC | 0.05% | Reduce -11.1% | 4,239 | $932K |
| Redhawk Wealth Advisors, Inc. | 0.10% | Add +1.3% | 4,219 | $927K |
| TCV Trust & Wealth Management, Inc. | 0.07% | Add +19.9% | 4,182 | $919K |
| Financial Enhancement Group LLC | 0.12% | Add +1.5% | 4,105 | $919K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.32% | Add +8234.0% | 4,167 | $916K |
| Appleton Partners Inc. | 0.06% | Reduce -2.2% | 4,165 | $915K |
| Vaughan David Investments LLC | 0.02% | Reduce -7.8% | 4,163 | $915K |
| Sterling Investment Advisors, Ltd. | 0.17% | Add +0.1% | 4,145 | $911K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -2.0% | 4,143 | $911K |
| Future Financial Wealth Managment LLC | 0.61% | Reduce -1.8% | 4,097 | $909K |
| Willner & Heller, LLC | 0.65% | Add +0.1% | 4,133 | $908K |
| SVRN Asset Management, LLC | 0.74% | — | 4,083 | $897K |
| Cedarwood Wealth LLC | 1.00% | — | 3,981 | $894K |
| Brooklyn Investment Group | 0.04% | Add +58.7% | 4,013 | $890K |
| Cordoba Advisory Partners LLC | 0.22% | — | 4,038 | $887K |
| Sequent Planning LLC | 0.22% | Add +0.8% | 4,007 | $881K |
| Trilogy Capital Inc. | 0.04% | Add +16.6% | 3,993 | $878K |
| Bison Wealth, LLC | 0.10% | Add +268.4% | 4,119 | $877K |
| Ascent Wealth Partners, LLC | 0.10% | No change | 3,968 | $872K |
| Magnolia Capital Advisors LLC | 0.18% | Add +79.0% | 3,957 | $870K |
| Independence Financial Advisors, LLC | 0.24% | Add +0.3% | 3,951 | $868K |
| Am Investment Strategies LLC | 0.18% | No change | 3,943 | $867K |
| BlueStem Wealth Partners, LLC | 0.10% | Reduce -2.5% | 3,937 | $865K |
| Accurate Wealth Management, LLC | 0.11% | Reduce -9.5% | 3,840 | $863K |
| Koa Wealth Management, LLC | 0.59% | Reduce -4.0% | 3,904 | $858K |
| Alteri Wealth LLC | 0.28% | Add +20.5% | 3,901 | $857K |
| Thrive Wealth Management, LLC | 0.13% | Add +2.0% | 3,888 | $855K |
| Van Den Berg Management I, Inc. | 0.20% | Reduce -4.8% | 3,885 | $854K |
| Christine Messmer PC | 0.56% | — | 3,879 | $853K |
| Hopwood Nicholas Hunter | 0.28% | — | 3,877 | $852K |
| Northwest Wealth Advisors, LLC | 0.66% | — | 3,871 | $851K |
| TCI Wealth Advisors, Inc. | 0.05% | Reduce -29.1% | 3,870 | $851K |
| St. Louis Trust Co | 0.10% | No change | 3,870 | $851K |
| Mechanics Bank Trust Department | 0.11% | Add +7.0% | 3,870 | $851K |
| Ring Mountain Capital, LLC | 0.44% | Reduce -2.3% | 3,764 | $849K |
| 3Chopt Investment Partners, LLC | 0.19% | Add +1.5% | 3,859 | $848K |
| Brown Miller Wealth Management, LLC | 0.23% | Reduce -17.6% | 3,858 | $848K |
| Park National Corp. | 0.03% | Reduce -4.7% | 3,855 | $847K |
| Bolthouse Investments, LLC | 0.75% | No change | 3,846 | $845K |
| OMNI 360 Wealth, Inc. | 0.43% | Add +1.2% | 3,762 | $845K |
| Missouri Trust & Investment Co | 0.25% | Reduce -2.0% | 3,843 | $845K |
| Nautilus Advisors LLC | 0.55% | Reduce -0.5% | 3,830 | $842K |
| Bearing Point Capital, LLC | 0.13% | New | 3,824 | $840K |
| Glenview Trust Co | 0.01% | Add +6.0% | 3,812 | $838K |
| Intrust Bank NA | 0.07% | No change | 3,799 | $835K |
| Russell Investments Group, Ltd. | 0.00% | Add +11.6% | 3,780 | $831K |
| Cannell & Spears LLC | 0.02% | Add +26.4% | 3,768 | $828K |
| Calamos Wealth Management LLC | 0.03% | No change | 3,765 | $827K |
| Hilltop Holdings Inc. | 0.05% | Reduce -9.0% | 3,762 | $827K |
| Lutz Financial Services LLC | 0.06% | No change | 3,760 | $826K |
| Balanced Wealth Group LLC | 0.30% | Reduce -0.3% | 3,810 | $826K |
| Arcus Capital Partners, LLC | 0.30% | Add +0.2% | 3,756 | $826K |
| Avaii Wealth Management, LLC | 0.30% | Reduce -0.2% | 3,750 | $824K |
| Seaside Wealth Management, Inc. | 0.23% | Add +0.8% | 3,747 | $824K |
| Great Lakes Retirement, Inc. | 0.09% | Add +10.3% | 3,746 | $823K |
| Cordatus Wealth Management LLC | 0.19% | New | 3,744 | $823K |
| Aventus Investment Advisors, Inc. | 0.67% | Reduce -4.1% | 3,742 | $822K |
| NewCorp Financial Services, Inc. | 0.73% | — | 3,733 | $820K |
| Gemmer Asset Management LLC | 0.06% | Reduce -0.3% | 3,727 | $819K |
| Samalin Investment Counsel, LLC | 0.29% | Add +0.2% | 3,717 | $817K |
| Integrity Financial Corp | 0.41% | Reduce -57.2% | 3,712 | $816K |
| Prospect Financial Group LLC | 0.76% | Reduce -1.7% | 3,705 | $814K |
| Courier Capital LLC | 0.05% | Add +0.1% | 3,705 | $814K |
| Worth Financial Advisory Group, LLC | 0.39% | Reduce -0.1% | 3,698 | $813K |
| Topsail Wealth Management, LLC | 0.12% | Add +0.5% | 3,697 | $812K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Add +32.7% | 3,695 | $812K |
| Magnus Financial Group LLC | 0.06% | Add +12.3% | 3,693 | $812K |
| Ransom Advisory, Ltd | 0.32% | New | 3,670 | $807K |
| Synergy Asset Management, LLC | 0.08% | Reduce -66.6% | 3,663 | $805K |
| LBMC Investment Advisors, LLC | 0.05% | Add +0.3% | 3,661 | $805K |
| Bay Capital Advisors, LLC | 0.49% | No change | 3,660 | $804K |
| Sendero Wealth Management, LLC | 0.09% | New | 3,657 | $804K |
| Elser Financial Planning, Inc | 0.58% | No change | 3,652 | $803K |
| Strategic Wealth Investment Group, LLC | 0.10% | Reduce -34.8% | 3,652 | $803K |
| CoreCap Advisors, LLC | 0.03% | Reduce -15.0% | 3,652 | $803K |
| Fairview Capital Investment Management, LLC | 0.04% | Reduce -2.7% | 3,647 | $802K |
| First Growth Capital LLC | 0.71% | — | 3,495 | $802K |
| IFG Advisors, LLC | 0.13% | Reduce -36.2% | 3,643 | $801K |
| Wood Tarver Financial Group, LLC | 0.22% | Reduce -1.7% | 3,633 | $798K |
| Pinkerton Wealth, LLC | 0.08% | New | 3,629 | $798K |
| True Freedom Investing, LLC | 0.05% | New | 3,629 | $798K |
| Valued Retirements, Inc. | 0.78% | Add +2.1% | 3,614 | $794K |
| Ameriflex Group, Inc. | 0.41% | Reduce -49.0% | 3,610 | $793K |
| James J. Burns & Company, LLC | 0.11% | Add +77.8% | 3,597 | $791K |
| Westbourne Investments, Inc. | 0.37% | Reduce -5.5% | 3,590 | $789K |
| Smithfield Trust Co | 0.03% | Reduce -1.7% | 3,591 | $789K |
| Telos Capital Management, Inc. | 0.07% | Reduce -41.6% | 3,585 | $788K |
| Adapt Wealth Advisors, LLC | 0.27% | Add +7.1% | 3,575 | $786K |
| Ballast Rock Private Wealth LLC | 0.49% | — | 3,575 | $786K |
| Heritage Financial Services, LLC | 0.07% | Add +0.6% | 3,574 | $785K |
| Wealth Group Ltd | 0.18% | Reduce -0.1% | 3,573 | $785K |
| Kathmere Capital Management, LLC | 0.05% | Reduce -12.4% | 3,567 | $784K |
| Financial Life Planners | 0.56% | Add +0.8% | 3,562 | $783K |
| Prospera Capital Management, LLC | 0.39% | Reduce -16.9% | 3,544 | $779K |
| Plante Moran Financial Advisors, LLC | 0.05% | Reduce -0.7% | 3,540 | $778K |
| Obermeyer Wealth Partners | 0.04% | No change | 3,536 | $777K |
| Matrix Asset Advisors Inc. | 0.07% | Add +0.6% | 3,535 | $777K |
| Hanson & Doremus Investment Management | 0.09% | Add +33.9% | 3,529 | $776K |
| Sherry Group, Inc. | 0.81% | — | 3,500 | $775K |
| Rossby Financial, LCC | 0.24% | Add +398.9% | 3,522 | $774K |
| Rockbridge Investment Management, LCC | 0.07% | No change | 3,518 | $773K |
| Frisch Financial Group, Inc. | 0.17% | Add +0.8% | 3,512 | $772K |
| Olde Wealth Management, LLC | 0.24% | Add +0.2% | 3,508 | $770K |
| Leading Edge Financial Planning LLC | 0.18% | Reduce -2.8% | 3,498 | $769K |
| Legacy Private Trust Co. | 0.05% | Reduce -5.4% | 3,487 | $766K |
| Sage Capital Management, LLC | 0.35% | Add +0.4% | 3,463 | $761K |
| Radnor Capital Management, LLC | 0.11% | No change | 3,459 | $760K |
| Schaeffer Financial LLC | 0.66% | Reduce -1.0% | 3,441 | $756K |
| Lantern Wealth Advisors, LLC | 0.40% | Reduce -85.8% | 3,441 | $756K |
| 2UniFi Bank | 0.36% | No change | 3,440 | $756K |
| Three Bridge Wealth Advisors, LLC | 0.20% | Reduce -4.4% | 3,429 | $754K |
| Liberty Square Wealth Partners LLC | 0.21% | Reduce -44.6% | 3,426 | $753K |
| Financial Advisors Network, Inc. | 0.10% | Add +2.4% | 3,421 | $752K |
| Kennedy Investment Group, Inc. | 0.28% | Add +11.6% | 3,410 | $749K |
| Valley National Advisers Inc. | 0.10% | No change | 3,404 | $748K |
| Foster & Motley Inc. | 0.04% | Add +3.7% | 3,404 | $748K |
| Grove Bank & Trust | 0.08% | Reduce -6.1% | 3,402 | $748K |
| Brandywine Oak Private Wealth LLC | 0.06% | Add +20.2% | 3,402 | $748K |
| AlTi Global, Inc. | 0.02% | Add +6.3% | 3,401 | $748K |
| Boltwood Capital Management | 0.19% | Reduce -0.2% | 3,400 | $747K |
| Saiph Capital, LLC | 0.27% | Reduce -1.2% | 3,398 | $747K |
| Advantage Trust Co | 0.34% | No change | 3,388 | $745K |
| Eagle Rock Investment Company, LLC | 0.10% | Add +57.9% | 3,379 | $743K |
| OneAscent Wealth Management LLC | 0.25% | Reduce -4.5% | 3,378 | $742K |
| Capital Asset Advisory Services LLC | 0.03% | Reduce -2.3% | 3,309 | $741K |
| Trustmark Bank Trust Department | 0.05% | Reduce -8.2% | 3,370 | $741K |
| Aerodigm Wealth, LLC | 0.29% | Add +0.4% | 3,369 | $741K |
| Summit Wealth Group LLC / Co. | 0.10% | New | 3,369 | $740K |
| Wick Capital Partners, LLC | 0.13% | Reduce -4.8% | 3,366 | $740K |
| Thompson Siegel & Walmsley LLC | 0.01% | Reduce -4.0% | 3,363 | $739K |
| Richard W. Paul & Associates, LLC | 0.24% | Reduce -6.0% | 3,354 | $737K |
| Wealthquest Corp | 0.06% | New | 3,353 | $737K |
| Pine Harbor Wealth Management, LLC | 0.22% | Reduce -8.1% | 3,336 | $733K |
| Flagstone Financial Management | 0.19% | Reduce -14.7% | 3,331 | $732K |
| Clarity Wealth Development LLC | 0.62% | Add +2.2% | 3,318 | $729K |
| Nordwand Advisors, LLC | 0.13% | Reduce -1.2% | 3,310 | $727K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +1.8% | 3,308 | $727K |
| Silver Oak Securities, Incorporated | 0.05% | Reduce -8.1% | 3,282 | $727K |
| Independence Bank of Kentucky | 0.09% | Reduce -5.7% | 3,302 | $726K |
| DB&C Advisors, LLC | 0.91% | — | 3,298 | $725K |
| Hilltop National Bank | 0.17% | Add +1.7% | 3,290 | $723K |
| Oxford Financial Group, LTD. LLC | 0.04% | Add +14.0% | 3,281 | $721K |
| HFG Advisors, Inc. | 0.52% | No change | 3,260 | $716K |
| Texas Yale Capital Corp. | 0.02% | No change | 3,246 | $713K |
| JGP Wealth Management, LLC | 0.07% | Reduce -0.5% | 3,234 | $711K |
| Avion Wealth | 0.15% | Add +0.3% | 3,234 | $710K |
| Lakeridge Wealth Management LLC | 0.32% | Add +9.3% | 3,229 | $710K |
| RPS Advisory Solutions LLC | 0.33% | Reduce -0.2% | 3,225 | $709K |
| Riverbend Wealth Management, LLC | 0.45% | Add +0.2% | 3,223 | $708K |
| Howland Capital Management LLC | 0.03% | No change | 3,221 | $708K |
| Rise Advisors, LLC | 0.25% | Add +15.6% | 3,220 | $708K |
| Fortune Financial Advisors, LLC | 0.48% | Add +0.4% | 3,218 | $707K |
| Baker Avenue Asset Management, LP | 0.02% | Add +27.2% | 3,216 | $707K |
| Farmers National Bank | 0.16% | Add +15.6% | 3,205 | $704K |
| Hegarty Advisors, LLC | 0.61% | — | 3,195 | $703K |
| RFG - Bristol Wealth Advisors, LLC | 0.20% | Add +0.7% | 3,194 | $702K |
| Signal Advisors Wealth, LLC | 0.06% | Add +29.1% | 3,189 | $701K |
| Values Added Financial LLC | 0.30% | Add +17.6% | 3,187 | $700K |
| Caliber Wealth Management, LLC / KS | 0.08% | Reduce -1.5% | 3,179 | $699K |
| McLean Asset Management Corp | 0.12% | Add +13.1% | 3,101 | $697K |
| Asset Dedication, LLC | 0.05% | Reduce -3.0% | 3,164 | $695K |
| Naples Global Advisors, LLC | 0.05% | Reduce -0.6% | 3,159 | $694K |
| Taylor & Morgan Wealth Management, LLC | 0.39% | Add +4.0% | 3,157 | $694K |
| Welch Group, LLC | 0.03% | Add +5.2% | 3,157 | $694K |
| Pitcairn Wealth Advisors LLC | 0.06% | — | 3,141 | $690K |
| Minot DeBlois Advisors LLC | 0.62% | Reduce -16.4% | 3,134 | $689K |
| Blue Zone Wealth Advisors, LLC | 0.13% | Add +6.5% | 3,125 | $687K |
| Mason & Associates Inc | 0.13% | No change | 3,120 | $686K |
| JB Capital LLC | 0.03% | Add +4.8% | 3,118 | $685K |
| William John Sempolinski | 0.34% | — | 3,118 | $685K |
| Glassman Wealth Services | 0.09% | Add +92.6% | 3,113 | $684K |
| Jamison Private Wealth Management, Inc. | 0.09% | Add +0.3% | 3,112 | $684K |
| Winebrenner Capital Management LLC | 0.45% | No change | 3,106 | $683K |
| Schwallier Wealth Management LLC | 0.44% | Reduce -6.7% | 3,047 | $683K |
| Lester Murray Antman dba SimplyRich | 0.18% | No change | 3,102 | $681K |
| MPS Loria Financial Planners, LLC | 0.17% | Reduce -1.9% | 3,093 | $680K |
| Ballast, Inc. | 0.16% | No change | 3,091 | $679K |
| TMB Capital Partners, LLC | 0.23% | — | 3,081 | $677K |
| KMG Fiduciary Partners, LLC | 0.05% | Reduce -32.0% | 3,075 | $676K |
| N.E.W. Advisory Services LLC | 0.05% | Add +0.1% | 3,072 | $675K |
| Endeavor Private Wealth, Inc. | 0.19% | Add +11.8% | 3,065 | $674K |
| Pacific Sun Financial Corp | 0.32% | Reduce -0.7% | 3,056 | $672K |
| Essential Planning, LLC. | 0.21% | Add +0.1% | 3,053 | $671K |
| Ellis Investment Partners, LLC | 0.12% | Reduce -4.4% | 3,034 | $667K |
| Summit Investment Advisory Services, LLC | 0.25% | Add +9.2% | 3,029 | $666K |
| YHB Investment Advisors, Inc. | 0.05% | Reduce -1.9% | 3,023 | $664K |
| Motiv8 Investments LLC | 0.36% | Reduce -4.2% | 3,022 | $664K |
| BCU Wealth Advisors, LLC | 0.25% | Add +0.6% | 3,020 | $664K |
| Optas, LLC | 0.10% | Add +5.0% | 3,017 | $663K |
| Heritage Family Offices, LLP | 0.30% | No change | 3,008 | $661K |
| Dunhill Financial, LLC | 0.21% | Reduce -8.7% | 3,008 | $661K |
| Northwest Financial Advisors | 1.36% | Reduce -85.8% | 3,004 | $660K |
| Maryland Capital Advisors Inc. | 0.22% | No change | 3,002 | $660K |
| American Money Management, LLC | 0.10% | Reduce -4.0% | 3,001 | $660K |
| Alliance Wealth Management Group | 0.14% | No change | 3,001 | $659K |
| Towercrest Capital Management | 0.10% | No change | 3,001 | $659K |
| Able Wealth Management LLC | 0.21% | Add +115.8% | 2,995 | $658K |
| Gryphon Financial Partners LLC | 0.07% | Add +145.5% | 2,993 | $658K |
| Federated Hermes, Inc. | 0.00% | New | 2,988 | $657K |
| Cadence Bank | 0.04% | Reduce -6.4% | 2,986 | $656K |
| Seek First Inc. | 0.45% | Add +1.1% | 2,972 | $653K |
| Autumn Glory Partners, LLC | 0.23% | Add +3.8% | 2,964 | $651K |
| Rollins Financial Advisors, LLC | 0.10% | No change | 2,958 | $650K |
| Vista Investment Management | 0.21% | Reduce -2.4% | 2,955 | $649K |
| Donalies Financial Planning, LLC | 0.55% | — | 2,954 | $649K |
| Jackson Hole Capital Partners, LLC | 0.11% | Add +0.1% | 2,946 | $647K |
| Hikari Tsushin, Inc. | 0.04% | No change | 2,942 | $647K |
| Lauterbach Financial Advisors, LLC | 0.32% | No change | 2,941 | $646K |
| BSW Wealth Partners | 0.08% | Reduce -11.5% | 2,939 | $646K |
| Clarity Financial LLC | 0.06% | Add +23.0% | 2,937 | $646K |
| Macroview Investment Management LLC | 0.44% | Add +0.6% | 2,933 | $645K |
| Smith Chas P & Associates Pa Cpas | 0.03% | New | 2,930 | $644K |
| Cfo Capital Management LLC | 0.48% | — | 2,926 | $643K |
| ARS Wealth Advisors Group, LLC | 0.06% | Add +0.3% | 2,925 | $643K |
| Trust Co. of Oklahoma | 0.19% | Add +3.1% | 2,912 | $640K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -3.8% | 2,911 | $640K |
| Baldwin Investment Management, LLC | 0.07% | Add +0.5% | 2,899 | $637K |
| Second Line Capital, LLC | 0.13% | Add +0.9% | 2,897 | $637K |
| Icon Wealth Advisors, LLC | 0.04% | Reduce -13.7% | 2,897 | $637K |
| Sterling Financial Planning, Inc. | 0.19% | Reduce -2.6% | 2,886 | $634K |
| Hunter Associates Investment Management LLC | 0.08% | No change | 2,885 | $634K |
| Praetorian Wealth Management, Inc. | 0.13% | No change | 2,879 | $633K |
| Dana Investment Advisors, Inc. | 0.02% | Add +16.8% | 2,876 | $632K |
| JBR Co Financial Management Inc | 0.26% | No change | 2,867 | $630K |
| Citizens & Northern Corp. | 0.16% | Reduce -28.4% | 2,866 | $630K |
| Bensler, LLC | 0.06% | No change | 2,863 | $629K |
| Convergence Financial, LLC | 0.09% | Reduce -0.1% | 2,859 | $628K |
| South Plains Financial, Inc. | 0.37% | No change | 2,856 | $628K |
| CX Institutional | 0.02% | Reduce -29.4% | 2,834 | $623K |
| Brookwood Investment Group LLC | 0.07% | Reduce -5.8% | 2,834 | $623K |
| Dahring | Cusmano LLC | 0.43% | Reduce -0.3% | 2,833 | $623K |
| Financial Alternatives, Inc | 0.36% | Add +0.0% | 2,828 | $622K |
| Alan B Lancz & Associates, Inc. | 0.54% | Add +16.5% | 2,820 | $620K |
| Dover Advisors, LLC | 0.24% | Add +61.9% | 2,815 | $619K |
| Clark Asset Management, LLC | 0.06% | Reduce -33.2% | 2,814 | $619K |
| Bridgelight Financial Advisors, Inc. | 0.53% | — | 2,809 | $617K |
| LifeGoal Investments, LLC | 0.41% | Reduce -4.3% | 2,804 | $616K |
| SYM FINANCIAL Corp | 0.06% | Reduce -19.9% | 2,802 | $616K |
| Libra Wealth LLC | 0.17% | No change | 2,799 | $615K |
| Bowman & Co S.C. | 0.26% | Add +1.3% | 2,792 | $614K |
| Edgestream Partners, L.P. | 0.02% | Add +129.9% | 2,789 | $613K |
| Octavia Wealth Advisors, LLC | 0.06% | Add +30.5% | 2,775 | $610K |
| Walsh & Associates, LLC | 0.60% | — | 2,773 | $609K |
| Culbertson A N & Co. Inc. | 0.08% | No change | 2,767 | $608K |
| Scott Capital Advisors, LLC | 0.13% | Reduce -1.0% | 2,767 | $608K |
| TopTier Wealth Management, LLC | 0.41% | — | 2,754 | $605K |
| Blueline Advisors LLC | 0.49% | — | 2,753 | $605K |
| Central Valley Advisors, LLC | 0.18% | No change | 2,752 | $605K |
| Claro Advisors Inc. | 0.08% | Add +0.2% | 2,745 | $603K |
| United Advisor Group, LLC | 0.08% | Add +0.6% | 2,740 | $602K |
| FSM Wealth Advisors, LLC | 0.08% | Reduce -8.4% | 2,735 | $601K |
| Intrua Financial, LLC | 0.07% | Reduce -12.5% | 2,733 | $601K |
| Avant Financial Advisors LLC | 0.43% | Add +0.8% | 2,732 | $600K |
| Johnson Wealth Management, LLC | 0.30% | No change | 2,731 | $600K |
| BLB&B Advisors, LLC | 0.03% | Reduce -1.8% | 2,726 | $599K |
| Hamilton Point Investment Advisors, LLC | 0.09% | Add +10.1% | 2,726 | $599K |
| Highland Capital Management, LLC | 0.03% | Reduce -28.4% | 2,724 | $599K |
| Integrity Advisory Solutions, LLC | 0.09% | Add +17.7% | 2,722 | $598K |
| Hantz Financial Services, Inc. | 0.01% | Reduce -0.3% | 2,721 | $598K |
| VSM Wealth Advisory, LLC | 0.18% | Add +0.1% | 2,709 | $595K |
| Penobscot Investment Management Company, Inc. | 0.04% | Add +9.1% | 2,705 | $595K |
| Bedel Financial Consulting, Inc. | 0.06% | Reduce -11.9% | 2,703 | $594K |
| Columbia Advisory Partners LLC | 0.40% | Reduce -2.4% | 2,701 | $594K |
| Logan Capital Management Inc. | 0.03% | No change | 2,700 | $593K |
| KPP Advisory Services LLC | 0.09% | Add +2.1% | 2,700 | $593K |
| Pointe Capital Management LLC | 0.29% | Reduce -5.2% | 2,690 | $591K |
| Hopwood Financial Services, Inc. | 0.41% | Reduce -2.9% | 2,677 | $588K |
| Barclays PLC | 0.00% | Reduce -62.6% | 2,670 | $587K |
| Stone Summit Wealth LLC | 0.16% | Reduce -1.3% | 2,669 | $587K |
| KFA Private Wealth Group, LLC | 0.14% | Reduce -3.3% | 2,665 | $586K |
| Beacon Financial Planning, Inc. | 0.28% | No change | 2,662 | $585K |
| Blue Bell Private Wealth Management, LLC | 0.09% | Reduce -7.1% | 2,655 | $584K |
| Prestige Wealth Management Group LLC | 0.11% | Reduce -0.9% | 2,655 | $584K |
| Tanglewood Legacy Advisors, LLC | 0.22% | Reduce -0.2% | 2,651 | $583K |
| Caerus Investment Advisors, LLC | 0.19% | Add +100.7% | 2,649 | $582K |
| Guidance Point Advisors, LLC | 0.14% | Reduce -0.5% | 2,638 | $581K |
| Planned Solutions, Inc. | 0.19% | Add +0.0% | 2,639 | $580K |
| Strive Financial Group ,LLC | 0.31% | — | 2,629 | $578K |
| Bluedoor Private Wealth, LLC | 0.27% | — | 2,623 | $576K |
| Uniting Wealth Partners, LLC | 0.18% | Add +3.7% | 2,609 | $573K |
| Carrera Capital Advisors | 0.10% | New | 2,607 | $573K |
| Condor Capital Management | 0.05% | No change | 2,607 | $573K |
| Roble, Belko & Company, Inc | 0.07% | Add +195.6% | 2,601 | $572K |
| Gradient Investments LLC | 0.01% | Add +27.3% | 2,599 | $571K |
| Meridian Wealth Partners, LLC | 0.08% | Add +25.2% | 2,596 | $571K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +0.0% | 2,595 | $570K |
| GAMMA Investing LLC | 0.03% | Reduce -20.0% | 2,593 | $570K |
| Beckerman Institutional, LLC | 0.32% | No change | 2,592 | $570K |
| Capital Wealth Alliance, LLC | 0.24% | Reduce -14.1% | 2,476 | $569K |
| Beacon Financial Strategies CORP | 0.32% | Add +0.2% | 2,568 | $564K |
| Tanager Wealth Management LLP | 0.06% | Reduce -8.1% | 2,562 | $563K |
| MBE Wealth Management, LLC | 0.24% | Reduce -2.0% | 2,561 | $563K |
| Covenant Asset Management, LLC | 0.11% | Reduce -3.5% | 2,558 | $562K |
| ForthRight Wealth Management, LLC | 0.16% | Add +0.1% | 2,552 | $561K |
| Silver Grove Financial Group, Inc. | 0.49% | Add +0.2% | 2,551 | $561K |
| Heck Capital Advisors, LLC | 0.04% | No change | 2,546 | $560K |
| Sei Investments Co. | 0.00% | New | 2,535 | $557K |
| Holderness Investments Co. | 0.11% | Add +5.1% | 2,535 | $557K |
| Cannon Financial Strategists, Inc. | 0.08% | Add +0.2% | 2,532 | $557K |
| First Foundation Advisors | 0.02% | Reduce -3.4% | 2,531 | $556K |
| Granite Harbor Advisors, Inc. | 0.23% | Add +1.1% | 2,521 | $554K |
| Legacy Advisors, LLC | 0.06% | Add +14.6% | 2,520 | $554K |
| Darwin Wealth Management, LLC | 0.17% | Reduce -0.1% | 2,515 | $553K |
| Breakwater Capital Group | 0.08% | Reduce -0.0% | 2,515 | $553K |
| RS Crum Inc. | 0.11% | No change | 2,510 | $552K |
| Next Level Wealth Planning, LLC | 0.29% | Reduce -4.2% | 2,510 | $552K |
| Beaumont Financial Advisors, LLC | 0.04% | Reduce -0.4% | 2,506 | $551K |
| Regimen Wealth, LLC | 0.16% | Add +0.8% | 2,506 | $551K |
| Left Brain Wealth Management, LLC | 0.19% | New | 2,496 | $549K |
| Berman McAleer LLC | 0.07% | No change | 2,495 | $548K |
| Sachetta, LLC | 0.30% | Reduce -65.7% | 2,494 | $548K |
| SageGuard Financial Group, LLC | 0.09% | — | 2,490 | $547K |
| ABLE Financial Group, LLC | 0.11% | No change | 2,488 | $547K |
| Quadrant Capital Group LLC | 0.02% | Add +28.9% | 2,484 | $546K |
| Wright Wealth LLC | 0.35% | — | 2,476 | $544K |
| Oak Asset Management, LLC | 0.19% | Add +0.0% | 2,473 | $543K |
| Cherry Tree Wealth Management, LLC | 0.11% | No change | 2,472 | $543K |
| Ewa, LLC | 0.13% | Add +65.8% | 2,471 | $543K |
| River Street Advisors LLC | 0.20% | Reduce -1.0% | 2,464 | $542K |
| O'Brien Greene & Co. Inc | 0.16% | Add +0.8% | 2,460 | $541K |
| Sequent Asset Management, LLC | 0.24% | No change | 2,452 | $539K |
| Alpine Bank Wealth Management | 0.08% | Add +338.6% | 2,443 | $537K |
| Insight Wealth Strategies, LLC | 0.06% | Reduce -0.0% | 2,442 | $537K |
| Alpha Omega Wealth Management LLC | 0.09% | Add +0.1% | 2,440 | $536K |
| Wells Financial Advisors INC | 1.02% | Reduce -51.5% | 2,434 | $535K |
| Apeiron RIA LLC | 0.11% | Add +0.1% | 2,364 | $535K |
| North Capital, Inc. | 0.46% | Reduce -0.0% | 2,424 | $533K |
| Daybright Advisory Services, Inc. | 0.14% | — | 2,423 | $533K |
| Aspire Growth Partners LLC | 0.37% | Add +0.2% | 2,419 | $532K |
| Focused Wealth Management, Inc | 0.06% | Reduce -30.6% | 2,414 | $530K |
| Gen-Wealth Partners Inc | 0.17% | Add +1.4% | 2,413 | $530K |
| Tortoise Investment Management, LLC | 0.05% | Add +41.3% | 2,402 | $528K |
| Paulson Wealth Management Inc. | 0.12% | Add +48.0% | 2,399 | $527K |
| Clarus Group, Inc. | 0.19% | No change | 2,391 | $525K |
| Lakeside Advisors, INC. | 0.34% | Add +51.8% | 2,388 | $525K |
| Phillips Wealth Planners LLC | 0.42% | Reduce -1.4% | 2,339 | $524K |
| Alterna Wealth Management, Inc. | 0.44% | New | 2,382 | $524K |
| Elevatus Welath Management | 0.14% | New | 2,377 | $522K |
| Mairs & Power Inc. | 0.01% | Reduce -29.3% | 2,377 | $522K |
| Red Tortoise LLC | 0.22% | Reduce -12.8% | 2,368 | $520K |
| Quadcap Wealth Management, LLC | 0.06% | No change | 2,367 | $520K |
| Innovative Wealth Building LLC | 0.38% | New | 2,366 | $520K |
| Main Street Research LLC | 0.03% | New | 2,361 | $519K |
| Physician Wealth Advisors, Inc. | 0.07% | Add +0.6% | 2,359 | $518K |
| Sightline Wealth Advisors, LLC | 0.22% | Add +0.7% | 2,349 | $516K |
| LMG Wealth Partners, LLC | 0.10% | No change | 2,343 | $515K |
| Walker Asset Management, LLC | 0.28% | Add +0.0% | 2,342 | $515K |
| Long Island Wealth Management, Inc. | 0.24% | Add +0.0% | 2,340 | $514K |
| S.A. Mason LLC | 0.20% | No change | 2,339 | $514K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 2,325 | $511K |
| Spirit of America Management Corp. | 0.11% | Reduce -35.0% | 2,272 | $511K |
| tru Independence LLC | 0.13% | Add +0.5% | 2,323 | $511K |
| Mengis Capital Management, Inc. | 0.09% | Reduce -10.5% | 2,319 | $510K |
| Legacy Edge Advisors, LLC | 0.06% | No change | 2,319 | $510K |
| PCM Encore, LLC | 0.11% | — | 2,316 | $509K |
| FreeGulliver LLC | 0.23% | Reduce -32.4% | 2,300 | $505K |
| American Capital Advisory, LLC | 0.22% | Add +0.0% | 2,299 | $505K |
| Indie Asset Partners, LLC | 0.56% | Add +29.4% | 2,299 | $505K |
| Herold Advisors, Inc. | 0.11% | Add +17.5% | 2,292 | $504K |
| 1776 Wealth LLC | 0.19% | Reduce -3.0% | 2,289 | $503K |
| Fingerlakes Wealth Management, Inc. | 0.32% | Add +0.7% | 2,285 | $502K |
| Evolve Private Wealth, LLC | 0.03% | — | 2,284 | $502K |
| Key Financial Inc | 0.09% | Reduce -0.3% | 2,271 | $499K |
| Diversified Portfolios, Inc. | 0.04% | Reduce -6.0% | 2,267 | $498K |
| Triad Wealth Partners, LLC | 0.05% | Add +14.1% | 2,266 | $498K |
| McCarthy & Cox | 6.03% | Reduce -97.8% | 2,263 | $497K |
| Operose Advisors LLC | 0.12% | Add +0.1% | 2,263 | $497K |
| Accredited Investor Services, LLC | 0.33% | Reduce -1.1% | 2,249 | $494K |
| Pacific Center for Financial Services | 0.13% | No change | 2,283 | $493K |
| IMG Wealth Management, Inc. | 0.31% | Reduce -6.8% | 2,234 | $491K |
| Arthur M. Cohen & Associates, LLC | 0.08% | No change | 2,234 | $491K |
| Prosperity Advisers, LLC | 0.41% | — | 2,233 | $491K |
| Myecfo, LLC | 0.21% | No change | 2,232 | $491K |
| Manske Wealth Management | 0.14% | Reduce -4.3% | 2,230 | $490K |
| MN Wealth Advisors, LLC | 0.25% | Add +0.2% | 2,223 | $489K |
| Rydar Equities, Inc. | 0.38% | Add +0.4% | 2,215 | $487K |
| Blankinship & Foster, LLC | 0.10% | No change | 2,206 | $485K |
| Demars Financial Group, LLC | 0.16% | Add +26.5% | 2,201 | $484K |
| Elyxium Wealth, LLC | 0.13% | No change | 2,200 | $484K |
| CCM Investment Advisers LLC | 0.05% | Reduce -7.6% | 2,200 | $484K |
| ONE Advisory Partners, LLC | 0.15% | Reduce -13.0% | 2,197 | $483K |
| Liberty Wealth Management LLC | 0.06% | Add +0.6% | 2,196 | $483K |
| Paragon Financial Partners, Inc. | 0.30% | Add +0.4% | 2,184 | $480K |
| L.K. Benson & Company, P.C. | 0.24% | Reduce -6.9% | 2,175 | $478K |
| Berkshire Asset Management LLC | 0.02% | Reduce -13.1% | 2,164 | $476K |
| JHP Wealth Management, LLC | 0.46% | — | 2,163 | $475K |
| InvesTrust | 0.18% | No change | 2,163 | $475K |
| First Western Trust Bank | 0.02% | Reduce -1.1% | 2,162 | $475K |
| Virtue Asset Management LLC | 0.39% | No change | 2,155 | $474K |
| Nvwm, LLC | 0.10% | No change | 2,151 | $473K |
| Castle Rock Wealth Management, LLC | 0.10% | Add +2.3% | 2,109 | $473K |
| Pacific Financial Group Inc. | 0.26% | Reduce -17.0% | 2,149 | $472K |
| Welch & Forbes LLC | 0.01% | No change | 2,145 | $471K |
| Access Financial Services, Inc. | 0.17% | Reduce -14.7% | 2,127 | $467K |
| Arsenal Capital Advisors LLC | 0.33% | — | 2,123 | $467K |
| Atlantic Family Wealth, LLC | 0.35% | Add +0.1% | 2,122 | $466K |
| American Trust | 0.04% | Add +1.9% | 2,119 | $466K |
| Disciplined Investors, L.L.C. | 0.31% | Add +3.1% | 2,118 | $465K |
| New World Advisors LLC | 0.08% | Add +1.1% | 2,114 | $465K |
| Jeppson Wealth Management, LLC | 0.15% | No change | 2,107 | $463K |
| Southland Equity Partners LLC | 0.09% | Add +0.3% | 2,107 | $463K |
| Capital Investment Counsel, LLC | 0.06% | Add +97.6% | 2,106 | $463K |
| Interchange Capital Partners, LLC | 0.09% | Reduce -1.6% | 2,103 | $462K |
| marrick wealth, LLC | 0.38% | — | 2,094 | $460K |
| Hibernia Wealth Partners, LLC | 0.14% | Add +100.0% | 2,086 | $458K |
| Davidson Trust Co. | 0.19% | No change | 2,072 | $455K |
| Gilman Hill Asset Management, LLC | 0.07% | No change | 2,070 | $455K |
| Heritage Wealth Management, Inc. | 0.13% | Reduce -1.4% | 2,068 | $455K |
| Clarity Capital Advisors, LLC | 0.23% | Add +0.1% | 2,068 | $454K |
| Abound Wealth Management | 0.11% | Add +23.9% | 2,066 | $454K |
| Aurora Private Wealth, Inc. | 0.30% | — | 2,065 | $454K |
| First Bank & Trust | 0.07% | No change | 2,065 | $454K |
| Trust Co | 0.04% | No change | 2,064 | $454K |
| PKS Advisory Services, LLC | 0.10% | Reduce -6.8% | 2,064 | $454K |
| Dividend Assets Capital, LLC | 0.09% | Reduce -18.8% | 2,061 | $453K |
| Schneider Downs Wealth Management Advisors, LP | 0.05% | No change | 2,061 | $453K |
| Greykasell Wealth Strategies, Inc. | 0.18% | New | 2,060 | $453K |
| Palumbo Wealth Management LLC | 0.11% | Add +0.5% | 2,060 | $453K |
| Legacy Capital Wealth Partners, LLC | 0.10% | Add +1.2% | 2,060 | $453K |
| Shepherd Financial Partners LLC | 0.04% | Add +0.1% | 2,056 | $452K |
| Denver Wealth Management, Inc. | 0.16% | Reduce -17.5% | 2,056 | $452K |
| Chaney Capital Management, Inc. | 0.16% | Reduce -4.6% | 2,055 | $452K |
| NCM Capital Management, LLC | 0.17% | No change | 2,053 | $451K |
| Doliver Advisors, LP | 0.11% | No change | 2,050 | $451K |
| Presilium Private Wealth, LLC | 0.08% | Reduce -1.2% | 2,045 | $449K |
| Abacus Planning Group, Inc. | 0.06% | Add +0.4% | 2,042 | $449K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 2,041 | $449K |
| Higgins & Schmidt Wealth Strategies LLC | 0.21% | Reduce -7.2% | 2,039 | $448K |
| Cahaba Wealth Management, Inc. | 0.03% | Add +0.6% | 2,037 | $448K |
| Nestegg Advisors, Inc. | 0.38% | Reduce -2.6% | 2,037 | $448K |
| Flagship Private Wealth, LLC | 0.18% | Add +0.3% | 2,030 | $446K |
| Verus Capital Partners, LLC | 0.03% | Reduce -7.1% | 2,025 | $445K |
| Tilia Fiduciary Partners, Inc. | 0.24% | Add +16.3% | 2,018 | $443K |
| Compass Capital Corp. /Ma/ | 0.17% | Add +1.5% | 1,925 | $442K |
| Stratos Investment Management, LLC | 0.02% | Add +24.6% | 2,008 | $441K |
| Waterfront Wealth Inc. | 0.08% | Add +0.4% | 1,965 | $441K |
| Clifford Swan Investment Counsel LLC | 0.01% | Reduce -0.1% | 2,001 | $440K |
| Finer Wealth Management, Inc. | 0.21% | No change | 2,000 | $440K |
| Zacks Investment Management | 0.00% | New | 1,989 | $437K |
| Bedell Frazier Investment Counselling, LLC | 0.08% | Reduce -3.1% | 1,987 | $437K |
| Millington Financial Advisors, LLC | 0.19% | New | 1,900 | $436K |
| Orleans Capital Management Corp. | 0.27% | No change | 1,984 | $436K |
| Vines Capital Management, LLC | 0.42% | — | 1,982 | $436K |
| Old Peak Finance LLC | 0.27% | — | 1,975 | $434K |
| Index Fund Advisors, Inc. | 0.02% | No change | 1,968 | $433K |
| Smart Money Group LLC | 0.13% | Reduce -2.3% | 1,968 | $432K |
| Hancock Whitney Corp. | 0.01% | No change | 1,960 | $431K |
| Old Second National Bank of Aurora | 0.09% | No change | 1,957 | $430K |
| Redwood Investment Management, LLC | 0.05% | Add +0.8% | 1,956 | $430K |
| Acropolis Investment Management, LLC | 0.02% | Reduce -0.8% | 1,949 | $428K |
| Santori & Peters, Inc. | 0.15% | Reduce -9.4% | 1,948 | $428K |
| Element Pointe Advisors, LLC | 0.08% | Add +94.7% | 1,947 | $428K |
| Burney Co./ | 0.01% | New | 1,945 | $427K |
| Outlook Wealth Advisors, LLC | 0.10% | Reduce -1.1% | 1,942 | $427K |
| Private Wealth Asset Management, LLC | 0.05% | Reduce -9.8% | 1,940 | $426K |
| Strategent Financial, LLC | 0.27% | No change | 1,935 | $425K |
| Disciplined Investments, LLC | 0.16% | Reduce -1.6% | 1,935 | $425K |
| Faithward Advisors, LLC | 0.06% | Add +20.1% | 1,935 | $425K |
| Sterling Investment Counsel, LLC | 0.12% | No change | 1,932 | $425K |
| Tannin Capital LLC | 0.38% | — | 1,931 | $424K |
| Shelter Rock Management, LLC | 0.43% | — | 1,931 | $424K |
| Grey Fox Wealth Advisors, LLC | 0.09% | Reduce -2.5% | 1,931 | $424K |
| Diversify Advisory Services, LLC | 0.01% | Add +5.5% | 1,878 | $424K |
| Howard Capital Management Group, LLC | 0.03% | No change | 1,926 | $423K |
| Brookmont Capital Management | 0.24% | Add +0.6% | 1,925 | $423K |
| Founders Grove Wealth Partners, LLC | 0.10% | No change | 1,924 | $423K |
| Symmetry Partners, LLC | 0.03% | No change | 1,924 | $423K |
| Cura Wealth Advisors, LLC | 0.16% | Add +4.5% | 1,922 | $422K |
| Certior Financial Group, LLC | 0.29% | Reduce -5.7% | 1,920 | $422K |
| Catalyst Private Wealth, LLC | 0.18% | Reduce -0.2% | 1,912 | $420K |
| Madrona Financial Services, LLC | 0.09% | Reduce -11.1% | 1,907 | $419K |
| BostonPremier Wealth LLC | 0.21% | No change | 1,906 | $419K |
| Meramec Financial Planners, LLC | 0.16% | — | 1,825 | $419K |
| Spectrum Investment Advisors, Inc. | 0.21% | New | 1,901 | $418K |
| FourThought Financial Partners, LLC | 0.04% | No change | 1,896 | $417K |
| Manchester Capital Management LLC | 0.06% | Reduce -19.4% | 1,886 | $415K |
| Portland Financial Advisors Inc | 0.88% | No change | 1,885 | $414K |
| Millstone Evans Group, LLC | 0.24% | Add +136.0% | 1,883 | $414K |
| Ariadne Wealth Management, LP | 0.17% | No change | 1,822 | $413K |
| Jupiter Wealth Management LLC | 0.18% | No change | 1,821 | $412K |
| Cape Investment Advisory, Inc. | 0.13% | Add +0.6% | 1,876 | $412K |
| Curated Wealth Partners LLC | 0.04% | Add +84.8% | 1,874 | $412K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.17% | Add +0.4% | 1,874 | $412K |
| UNIVEST FINANCIAL Corp | 0.02% | Add +26.1% | 1,863 | $409K |
| Sage Financial Group Inc. | 0.03% | Reduce -1.1% | 1,862 | $409K |
| Astoria Portfolio Advisors LLC. | 0.09% | Reduce -11.1% | 1,811 | $409K |
| Carroll Advisory Group, LLC | 0.18% | — | 1,860 | $409K |
| Westfuller Advisors, LLC | 0.16% | Add +1.8% | 1,854 | $408K |
| Curtis Advisory Group, LLC | 0.09% | Reduce -1.2% | 1,853 | $407K |
| Spinnaker Trust | 0.02% | Add +61.1% | 1,853 | $407K |
| Ellsworth Advisors, LLC | 0.08% | Add +0.4% | 1,808 | $407K |
| Pennsylvania Capital Management Inc. | 0.11% | Add +0.8% | 1,851 | $407K |
| Kropog Financial Group, LLC | 0.31% | Add +0.5% | 1,848 | $406K |
| Tempo Wealth, LLC | 0.07% | — | 1,846 | $406K |
| Wilsey Asset Management Inc. | 0.06% | No change | 1,846 | $406K |
| White Pine Capital LLC | 0.11% | No change | 1,840 | $404K |
| Colton Groome Financial Advisors, LLC | 0.12% | No change | 1,840 | $404K |
| Narus Financial Partners, LLC | 0.11% | Reduce -7.4% | 1,835 | $403K |
| Liberty Capital Management, Inc. | 0.08% | No change | 1,834 | $403K |
| Elite Financial, Inc. | 0.18% | Add +0.2% | 1,835 | $403K |
| Wealth Management Partners, LLC | 0.11% | Reduce -1.2% | 1,831 | $402K |
| Barnes Pettey Financial Advisors, LLC | 0.20% | Reduce -1.5% | 1,828 | $402K |
| Woodard & Co. Asset Management Group Inc. | 0.06% | No change | 1,825 | $401K |
| Prasad Wealth Partners, LLC | 0.11% | Add +58.5% | 1,819 | $400K |
| Lyell Wealth Management, LP | 0.03% | No change | 1,810 | $398K |
| Hamilton Capital, LLC | 0.02% | — | 1,810 | $398K |
| Teamwork Financial Advisors, LLC | 0.04% | Add +0.2% | 1,802 | $396K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.03% | Add +10.3% | 1,800 | $396K |
| Carl P. Sherr & Co., LLC | 0.18% | No change | 1,760 | $394K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -26.3% | 1,791 | $394K |
| Harbor Asset Planning, Inc. | 0.34% | Add +0.6% | 1,788 | $393K |
| Wealthedge Investment Advisors, LLC | 0.14% | Add +0.5% | 1,781 | $392K |
| Veridan Wealth LLC | 0.13% | Add +0.8% | 1,780 | $391K |
| Navellier & Associates Inc. | 0.04% | Add +0.8% | 1,780 | $391K |
| Holland Advisory Services, Inc. | 0.53% | No change | 1,780 | $391K |
| Western Reserve Capital Management, LLC | 0.36% | — | 1,780 | $391K |
| ARS Investment Partners, LLC | 0.02% | Add +30.0% | 1,780 | $391K |
| Level Wealth Management LLC | 0.20% | Add +0.3% | 1,774 | $390K |
| Barnett & Company, Inc. | 0.31% | Reduce -1.4% | 1,771 | $389K |
| Fairman Group, LLC | 0.31% | Add +0.8% | 1,770 | $389K |
| Whitener Capital Management, Inc. | 0.09% | Add +3.6% | 1,767 | $388K |
| Selective Wealth Management, Inc. | 0.12% | Reduce -15.4% | 1,721 | $388K |
| Grandview Asset Management LLC | 0.11% | Add +0.3% | 1,762 | $387K |
| Shulman DeMeo Asset Management LLC | 0.09% | Reduce -6.7% | 1,761 | $387K |
| Syntegra Private Wealth Group, LLC | 0.04% | No change | 1,758 | $386K |
| Investor's Fiduciary Advisor Network, LLC | 0.08% | Add +16.0% | 1,760 | $386K |
| Archer Investment Management, LLC | 0.21% | New | 1,756 | $386K |
| Cairn Investment Group, Inc. | 0.18% | No change | 1,752 | $385K |
| Victrix Investment Advisors | 0.15% | New | 1,746 | $384K |
| Goldstone Financial Group, LLC | 0.04% | Add +49.0% | 1,745 | $384K |
| Shum Financial Group, Inc. | 0.28% | Add +1.0% | 1,745 | $384K |
| Sonoma Allocations LLC | 0.13% | Add +25.2% | 1,696 | $383K |
| Trinity Financial Advisors LLC | 0.11% | Add +0.6% | 1,741 | $383K |
| Costello Asset Management, INC | 0.13% | Reduce -0.3% | 1,740 | $382K |
| BDFS Capital LLC | 0.19% | — | 1,738 | $382K |
| Quantum Financial Advisors, LLC | 0.04% | Add +4.1% | 1,737 | $382K |
| Vista Capital Partners, Inc. | 0.04% | No change | 1,734 | $381K |
| Strait & Sound Wealth Management LLC | 0.14% | Reduce -1.4% | 1,732 | $381K |
| Commonwealth Retirement Investments LLC | 0.12% | Reduce -3.1% | 1,731 | $380K |
| Stockman Wealth Management, Inc. | 0.04% | Add +12.7% | 1,729 | $380K |
| Summit Asset Management, LLC | 0.05% | Add +1.7% | 1,718 | $378K |
| Strategic Financial Concepts, LLC | 0.34% | Reduce -97.4% | 1,710 | $376K |
| LongView Asset Management LLC | 0.26% | No change | 1,709 | $376K |
| Private Wealth Group, LLC | 0.18% | No change | 1,709 | $376K |
| Cassady Wealth & Retirement Planning, LLC | 0.24% | — | 1,707 | $375K |
| RCW Management, LLC | 0.38% | — | 1,703 | $374K |
| LJI Wealth Management, LLC | 0.06% | Reduce -2.8% | 1,695 | $373K |
| KW Wealth Management LLC | 0.56% | No change | 1,689 | $371K |
| Seaview Investment Managers LLC | 0.14% | No change | 1,688 | $371K |
| Eaton-Cambridge Inc. | 0.12% | Reduce -1.4% | 1,683 | $370K |
| NFSG Corp | 0.06% | Reduce -1.5% | 1,682 | $370K |
| Checchi Capital Advisers, LLC | 0.03% | Add +18.8% | 1,671 | $367K |
| Sensible Money, LLC | 0.12% | No change | 1,668 | $367K |
| Clarion Wealth Managment Partners, LLC | 0.34% | Reduce -3.6% | 1,667 | $366K |
| Gallagher Capital Advisors, LLC | 0.24% | Add +50.6% | 1,661 | $366K |
| Wincap Financial LLC | 0.25% | Add +0.1% | 1,666 | $366K |
| Byrne Financial Freedom, LLC | 0.17% | Add +0.1% | 1,665 | $366K |
| Lynx Investment Advisory | 0.20% | Add +0.4% | 1,665 | $366K |
| West Branch Capital LLC | 0.09% | No change | 1,664 | $366K |
| RHS Financial, LLC | 0.18% | No change | 1,662 | $365K |
| Regent Peak Wealth Advisors LLC | 0.07% | Reduce -2.4% | 1,653 | $363K |
| Sather Financial Group Inc | 0.02% | No change | 1,651 | $363K |
| Ironwood Financial, llc | 0.06% | No change | 1,606 | $362K |
| Buttonwood Financial Group, LLC | 0.19% | No change | 1,607 | $361K |
| New Republic Capital, LLC | 0.10% | Reduce -23.7% | 1,641 | $361K |
| Chapin Davis, Inc. | 0.08% | Add +0.1% | 1,641 | $361K |
| CFO4Life Group, LLC | 0.05% | Add +0.3% | 1,640 | $360K |
| Lineweaver Wealth Advisors, LLC | 0.05% | Add +0.1% | 1,640 | $360K |
| J.Safra Asset Management Corp | 0.02% | New | 1,628 | $358K |
| GatePass Capital, LLC | 0.19% | No change | 1,625 | $357K |
| Greenline Partners, LLC | 0.04% | No change | 1,624 | $357K |
| Deutsche Bank AG | 0.00% | Add +1.3% | 1,623 | $357K |
| Asio Capital, LLC | 0.05% | Add +6.6% | 1,616 | $355K |
| Stonebridge Capital Advisors LLC | 0.02% | Add +6.5% | 1,609 | $354K |
| Weaver Capital Management LLC | 0.07% | No change | 1,609 | $354K |
| My Personal CFO, LLC | 0.15% | New | 1,607 | $353K |
| HMS Capital Management, LLC | 0.15% | Reduce -1.0% | 1,607 | $353K |
| Fort Point Capital Partners LLC | 0.04% | No change | 1,565 | $352K |
| Pennington Partners & Co., LLC | 0.14% | Add +0.1% | 1,601 | $352K |
| Mad River Investors | 0.16% | Reduce -38.5% | 1,600 | $352K |
| Murphy Pohlad Asset Management LLC | 0.13% | Add +6.7% | 1,598 | $351K |
| Landaas & Co. /Wi | 0.08% | No change | 1,598 | $351K |
| Means Investment Co., Inc. | 0.03% | Add +0.5% | 1,597 | $351K |
| SpringVest Wealth Management LLC | 0.24% | Reduce -0.4% | 1,593 | $350K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.04% | — | 1,591 | $350K |
| Oakworth Capital, Inc. | 0.02% | Add +0.4% | 1,587 | $349K |
| Seelaus Asset Management LLC | 0.28% | Add +0.7% | 1,586 | $349K |
| Williams & Novak, LLC | 0.26% | Reduce -3.1% | 1,584 | $348K |
| Lodestone Wealth Management LLC | 0.14% | Reduce -3.1% | 1,583 | $348K |
| Wealth Science Advisors LLC | 0.20% | — | 1,578 | $347K |
| Weitzel Financial Services, Inc. | 0.13% | Add +0.5% | 1,572 | $347K |
| KTF Investments, LLC | 0.06% | — | 1,575 | $346K |
| Continuum Wealth Advisors, LLC | 0.13% | Reduce -20.6% | 1,574 | $346K |
| Wealth Management Associates, Inc. | 0.12% | Add +0.1% | 1,569 | $345K |
| TruNorth Capital Management, LLC | 0.07% | No change | 1,567 | $345K |
| Caitlin John, LLC | 0.23% | Reduce -1.5% | 1,564 | $344K |
| Pioneer Wealth Management Group | 0.10% | Reduce -11.0% | 1,560 | $343K |
| Procyon Advisors, LLC | 0.02% | Reduce -1.9% | 1,559 | $343K |
| TritonPoint Partners, LLC | 0.18% | — | 1,556 | $342K |
| Farmers Trust Co. | 0.06% | No change | 1,550 | $341K |
| Fragasso Financial Advisors Inc | 0.02% | Add +2.9% | 1,548 | $340K |
| Kings Path Partners LLC | 0.12% | Add +0.3% | 1,546 | $340K |
| Provident Wealth Management, LLC | 0.10% | Add +0.7% | 1,543 | $339K |
| Intrepid Financial Planning Group LLC | 0.13% | No change | 1,540 | $338K |
| Evolution Wealth Management Inc. | 0.28% | No change | 1,539 | $338K |
| Main Street Group, LTD | 0.12% | Reduce -0.7% | 1,533 | $337K |
| Hills Bank & Trust Co | 0.02% | Reduce -1.7% | 1,531 | $336K |
| WP Advisors, LLC | 0.08% | Add +0.3% | 1,530 | $336K |
| Bernardo Wealth Planning LLC | 0.06% | Add +0.2% | 1,529 | $336K |
| Leigh Baldwin & Co., LLC | 0.22% | No change | 1,530 | $336K |
| Aspiring Ventures, LLC | 0.12% | No change | 1,528 | $336K |
| Fourpath Capital Management, LLC | 0.05% | Add +0.2% | 1,528 | $336K |
| Voya Financial Advisors, Inc. | 0.03% | New | 1,509 | $335K |
| Ipswich Investment Management Co., Inc. | 0.08% | No change | 1,521 | $334K |
| Legacy Capital Wealth Management, LLC | 0.20% | — | 1,519 | $334K |
| Bouchey Financial Group, Ltd. | 0.03% | Add +0.1% | 1,519 | $334K |
| Plancorp, LLC | 0.01% | Reduce -32.9% | 1,518 | $334K |
| Bogart Wealth, LLC | 0.01% | Reduce -3.9% | 1,511 | $332K |
| Cottage Street Advisors LLC | 0.14% | Add +12.2% | 1,510 | $332K |
| United Financial Planning Group LLC | 0.20% | New | 1,508 | $331K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -22.2% | 1,500 | $330K |
| BBR Partners, LLC | 0.02% | No change | 1,501 | $330K |
| Wrenne Financial Planning LLC | 0.13% | Add +6.7% | 1,499 | $329K |
| Riversedge Advisors, LLC | 0.05% | Add +0.3% | 1,498 | $329K |
| Towne Trust Company, N.A | 0.10% | No change | 1,496 | $329K |
| Grantvest Financial Group LLC | 0.21% | Reduce -12.8% | 1,493 | $328K |
| Woodside Wealth Management LLC | 0.24% | No change | 1,481 | $325K |
| Wealth Effects LLC | 0.10% | No change | 1,480 | $325K |
| Hendershot Investments Inc. | 0.04% | No change | 1,479 | $325K |
| Wayfinding Financial, LLC | 0.14% | Add +1.0% | 1,480 | $325K |
| REAP Financial Group, LLC | 0.07% | Add +250.2% | 1,478 | $325K |
| Lake Hills Wealth Management, LLC | 0.17% | Reduce -8.9% | 1,478 | $325K |
| Mattern Capital Management, LLC | 0.04% | No change | 1,474 | $324K |
| Bantamac Capital, LLC | 0.23% | No change | 1,470 | $323K |
| Dominguez Wealth Management Solutions, Inc. | 0.20% | Reduce -0.3% | 1,469 | $323K |
| Mustard Seed Financial, LLC | 0.20% | Add +0.2% | 1,464 | $322K |
| Suncoast Equity Management | 0.03% | Add +0.3% | 1,464 | $322K |
| Aspire Capital Advisors LLC | 0.08% | Reduce -4.2% | 1,463 | $322K |
| McCarter Private Wealth Services LLC | 0.14% | No change | 1,459 | $321K |
| Sentinel Trust Co. Lba | 0.03% | No change | 1,455 | $320K |
| Butensky & Cohen Financial Security, Inc. | 0.09% | Reduce -3.1% | 1,453 | $319K |
| RMR Wealth Builders | 0.03% | Add +46.0% | 1,453 | $319K |
| Cynosure Group, LLC | 0.03% | Reduce -55.9% | 1,450 | $319K |
| McHugh Group, LLC | 0.18% | No change | 1,450 | $319K |
| Commonwealth Financial Services, LLC | 0.05% | Reduce -4.9% | 1,450 | $319K |
| Impact Partnership Wealth, LLC | 0.04% | New | 1,448 | $318K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -1.7% | 1,447 | $318K |
| Retirement Income Solutions, Inc. | 0.05% | No change | 1,446 | $318K |
| SHP Wealth Management | 0.02% | — | 1,440 | $317K |
| True North Advisors, LLC | 0.04% | New | 1,438 | $316K |
| LifeWealth Investments, LLC | 0.10% | No change | 1,430 | $314K |
| Smith & Howard Wealth Management, LLC | 0.07% | No change | 1,426 | $313K |
| Midland Wealth Advisors, LLC | 0.02% | Reduce -7.2% | 1,426 | $313K |
| Clearview Wealth Advisors LLC | 0.20% | Add +9.9% | 1,425 | $313K |
| Bruce G. Allen Investments, LLC | 0.21% | Add +0.3% | 1,424 | $313K |
| Canvas Wealth Advisors, LLC | 0.05% | Reduce -11.8% | 1,424 | $313K |
| MV Capital Management, Inc. | 0.03% | No change | 1,416 | $311K |
| Petra Financial Advisors Inc. | 0.18% | No change | 1,415 | $311K |
| Tounjian Advisory Partners, LLC | 0.11% | New | 1,412 | $310K |
| Windsor Capital Management, LLC | 0.09% | No change | 1,410 | $310K |
| Cambria Investment Management, L.P. | 0.02% | New | 1,408 | $309K |
| Charles Schwab Trust Co | 0.02% | Reduce -45.2% | 1,397 | $307K |
| Palladiem, LLC | 0.29% | — | 1,383 | $306K |
| Compass Advisory Group LLC | 0.08% | Add +0.8% | 1,392 | $306K |
| Foguth Wealth Management, LLC. | 0.05% | — | 1,387 | $306K |
| XY Planning Network, Inc. | 0.05% | Add +0.3% | 1,391 | $306K |
| Mirador Capital Partners LP | 0.04% | No change | 1,389 | $305K |
| Downshift Financial, LLC | 0.19% | — | 1,360 | $305K |
| Beaton Management Co. Inc. | 0.13% | No change | 1,389 | $305K |
| American Investment Services, Inc. | 0.07% | Reduce -2.0% | 1,385 | $304K |
| Uptown Financial Advisors LLC | 0.26% | No change | 1,384 | $304K |
| Valtinson Bruner Financial Planning LLC | 0.09% | Add +0.3% | 1,382 | $304K |
| Global Wealth Management Investment Advisory, Inc. | 0.05% | Add +1.9% | 1,376 | $302K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 1,375 | $302K |
| Darden Wealth Group Inc | 0.15% | Add +0.2% | 1,371 | $301K |
| Omega Financial Group, LLC | 0.10% | Reduce -34.6% | 1,371 | $301K |
| Dash Acquisitions Inc. | 0.06% | Reduce -3.6% | 1,329 | $301K |
| First American Trust, FSB | 0.02% | Add +1.8% | 1,367 | $300K |
| Baron Financial Group, LLC | 0.16% | No change | 1,367 | $300K |
| Signature Wealth Management Partners, LLC | 0.15% | No change | 1,365 | $300K |
| Nicholson Wealth Management Group, LLC | 0.18% | Add +16.6% | 1,361 | $299K |
| Gould Asset Management LLC | 0.05% | Reduce -0.4% | 1,358 | $298K |
| GGM Financial LLC | 0.14% | Reduce -9.2% | 1,357 | $298K |
| Measured Wealth Private Client Group, LLC | 0.08% | Add +19.9% | 1,354 | $298K |
| Aureum Wealth Management, LLC | 0.28% | — | 1,350 | $297K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -95.5% | 1,350 | $297K |
| Mission Creek Capital Partners, Inc. | 0.06% | Add +0.1% | 1,350 | $297K |
| EPG Wealth Management LLC | 0.08% | Add +0.7% | 1,348 | $296K |
| Robinswood Financial LLC | 0.09% | No change | 1,346 | $296K |
| Birch Hill Investment Advisors LLC | 0.01% | New | 1,344 | $295K |
| Private Client Services, LLC | 0.09% | Add +8.1% | 1,343 | $295K |
| Maltin Wealth Management, Inc. | 0.12% | Add +28.4% | 1,342 | $295K |
| Acorn Financial Advisory Services Inc. | 0.04% | No change | 1,336 | $294K |
| IAM Advisory, LLC | 0.06% | New | 1,329 | $292K |
| Gerber, LLC | 0.16% | Reduce -62.9% | 1,329 | $292K |
| Cannon Advisors, Inc. | 0.21% | No change | 1,298 | $292K |
| City Holding Co. | 0.04% | Reduce -0.4% | 1,323 | $291K |
| Wolff Wiese Magana LLC | 0.16% | Reduce -0.9% | 1,321 | $290K |
| Vance Wealth, LLC | 0.09% | No change | 1,321 | $290K |
| Kera Capital Partners, Inc. | 0.04% | Add +6.8% | 1,294 | $290K |
| SilverOak Wealth Management LLC | 0.05% | Reduce -27.3% | 1,318 | $290K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.23% | — | 1,317 | $289K |
| Concord Wealth Partners | 0.04% | Add +0.5% | 1,317 | $289K |
| Cathy Pareto & Associates, Inc. | 0.20% | Add +0.3% | 1,315 | $289K |
| Independent Wealth Advisors LLC | 0.30% | — | 1,314 | $289K |
| Certuity, LLC | 0.02% | Reduce -50.2% | 1,314 | $289K |
| Reyes Financial Architecture, Inc. | 0.18% | No change | 1,312 | $288K |
| Tred Avon Family Wealth, LLC | 0.09% | Reduce -36.7% | 1,310 | $288K |
| Joule Financial, LLC | 0.09% | Add +6.3% | 1,308 | $287K |
| Howe & Rusling Inc. | 0.02% | Add +7.5% | 1,305 | $287K |
| Peddock Capital Advisors, LLC | 0.06% | No change | 1,304 | $287K |
| WJ Financial Advisors LLC | 0.26% | Add +25.5% | 1,303 | $286K |
| Argus Investors' Counsel, Inc. | 0.23% | Add +0.8% | 1,303 | $286K |
| Financial Synergies Wealth Advisors, Inc. | 0.03% | No change | 1,302 | $286K |
| Corus Family Wealth Advisors | 0.23% | No change | 1,301 | $286K |
| Vista Investment Partners LLC | 0.07% | Reduce -2.5% | 1,298 | $285K |
| Next Level Private LLC | 0.07% | Add +0.4% | 1,294 | $285K |
| IMPACTfolio, LLC | 0.12% | No change | 1,293 | $284K |
| Cornerstone Wealth Group, LLC | 0.02% | Reduce -13.7% | 1,293 | $284K |
| Balyasny Asset Management L.P. | 0.00% | New | 1,288 | $283K |
| Alpha Financial Advisors, LLC | 0.09% | Reduce -0.1% | 1,287 | $283K |
| Resources Management Corp. /CT/ | 0.04% | No change | 1,285 | $282K |
| Haven Private, LLC | 0.12% | No change | 1,280 | $281K |
| Adirondack Trust Co. | 0.09% | Reduce -14.3% | 1,280 | $281K |
| CrossGen Wealth, LLC | 0.25% | — | 1,279 | $281K |
| Stillwater Wealth Management Group | 0.19% | Add +12.8% | 1,273 | $280K |
| Headlands Technologies LLC | 0.02% | New | 1,272 | $280K |
| Parkside Financial Bank & Trust | 0.02% | Add +185.8% | 1,266 | $278K |
| McGinn Penninger Investment Management, Inc. | 0.16% | Reduce -6.3% | 1,267 | $278K |
| Accent Capital Management, LLC | 0.12% | No change | 1,261 | $277K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -50.7% | 1,259 | $277K |
| Empirical Asset Management, LLC | 0.08% | Add +0.1% | 1,257 | $276K |
| Mosley Wealth Management | 0.13% | — | 1,263 | $275K |
| Milestone Investment Advisors LLC | 0.07% | Add +1638.9% | 1,252 | $275K |
| Lakeshore Financial Planning, Inc. | 0.10% | Add +3.8% | 1,244 | $273K |
| Old Port Advisors | 0.07% | Add +2.0% | 1,242 | $273K |
| Archvest Wealth Advisors, Inc. | 0.17% | New | 1,241 | $273K |
| Triumph Capital Management | 0.06% | Add +10.3% | 1,240 | $273K |
| Briggs Wealth Management, Inc | 0.29% | — | 1,237 | $272K |
| Wealth Management Strategies, Inc. | 0.12% | Reduce -52.7% | 1,233 | $271K |
| Trust Co of the South | 0.04% | Add +26.3% | 1,231 | $271K |
| RMG Wealth Management LLC | 0.04% | Add +1725.8% | 1,205 | $270K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.02% | New | 1,229 | $270K |
| Zullo Investment Group, Inc. | 0.10% | No change | 1,225 | $269K |
| Resolute Wealth Strategies, LLC | 0.12% | Add +0.8% | 1,217 | $268K |
| Truepoint, Inc. | 0.01% | Reduce -11.3% | 1,217 | $267K |
| Trust Co. of Toledo NA | 0.03% | Reduce -2.3% | 1,215 | $267K |
| Breachway Investments LLC | 0.28% | — | 1,214 | $267K |
| Isthmus Partners, LLC | 0.03% | No change | 1,211 | $266K |
| Quadrant Private Wealth Management, LLC | 0.04% | New | 1,209 | $266K |
| Firethorn Wealth Partners, LLC | 0.10% | Reduce -5.0% | 1,207 | $265K |
| Rather & Kittrell, Inc. | 0.04% | Add +3.9% | 1,206 | $265K |
| Redwood Wealth Management Group, LLC | 0.11% | No change | 1,204 | $265K |
| Sageworth Trust Co | 0.01% | No change | 1,203 | $264K |
| Iams Wealth Management, LLC | 0.10% | Reduce -55.9% | 1,197 | $263K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 1,197 | $263K |
| Wealth Enhancement Trust Services, Inc. | 0.03% | — | 1,195 | $263K |
| Pacifica Partners Inc. | 0.12% | Reduce -1.8% | 1,189 | $262K |
| Ankerstar Wealth, LLC | 0.26% | — | 1,192 | $262K |
| Francis Financial, Inc. | 0.05% | No change | 1,190 | $262K |
| Quotient Wealth Partners, LLC | 0.01% | Add +4.9% | 1,190 | $262K |
| Altfest L J & Co. Inc. | 0.03% | Add +0.8% | 1,188 | $261K |
| Beacon Harbor Wealth Advisors, Inc. | 0.06% | No change | 1,187 | $261K |
| Juncture Wealth Strategies, LLC | 0.09% | Reduce -10.5% | 1,185 | $260K |
| Balentine LLC | 0.01% | No change | 1,183 | $260K |
| Watchman Group, Inc. | 0.06% | Reduce -2.5% | 1,181 | $260K |
| Aull & Monroe Investment Management Corp | 0.13% | Add +14.6% | 1,180 | $259K |
| Iowa State Bank | 0.05% | Reduce -4.8% | 1,179 | $259K |
| Ascentis Wealth Management, LLC | 0.07% | Add +1.0% | 1,177 | $259K |
| G2 Capital Management, LLC / Oh | 0.06% | No change | 1,176 | $258K |
| Elevated Capital Advisors, LLC | 0.06% | Reduce -20.5% | 1,175 | $258K |
| Oxinas Partners, LLC | 0.12% | New | 1,171 | $257K |
| King Wealth Management Group | 0.03% | No change | 1,168 | $257K |
| Clearwave Capital, LLC | 0.19% | — | 1,169 | $257K |
| SMI Advisory Services, LLC | 0.04% | Reduce -7.3% | 1,139 | $257K |
| Elevation Wealth Management LLC | 0.25% | — | 1,169 | $257K |
| Miramontes Capital, LLC | 0.09% | — | 1,167 | $256K |
| Vawter Financial, Ltd. | 0.11% | Add +14.8% | 1,164 | $256K |
| Triangle Securities Wealth Management | 0.05% | Add +0.1% | 1,164 | $256K |
| Delta Financial Advisors LLC | 0.07% | Reduce -2.1% | 1,160 | $255K |
| Nemes Rush Group LLC | 0.02% | Add +0.2% | 1,156 | $254K |
| Silverleafe Capital Partners, LLC | 0.08% | Add +1.9% | 1,151 | $253K |
| AF Advisors, Inc. | 0.10% | No change | 1,150 | $253K |
| Milestone Asset Management, LLC | 0.05% | Reduce -30.0% | 1,148 | $253K |
| Mraz, Amerine & Associates, Inc. | 0.04% | No change | 1,146 | $252K |
| HTG Investment Advisors, Inc. | 0.08% | Reduce -1.1% | 1,145 | $252K |
| Marathon Capital Management | 0.05% | Reduce -2.1% | 1,144 | $251K |
| Parkwoods Wealth Partners, LLC | 0.07% | No change | 1,143 | $251K |
| Precedent Wealth Partners, LLC | 0.05% | No change | 1,142 | $251K |
| Live Oak Private Wealth LLC | 0.03% | Reduce -7.2% | 1,140 | $251K |
| Evansbrook LLC | 0.17% | — | 1,140 | $251K |
| Guyasuta Investment Advisors Inc. | 0.01% | Reduce -0.1% | 1,140 | $251K |
| Plum Street Advisors, LLC | 0.09% | Reduce -12.2% | 1,139 | $250K |
| Walleye Partners, LLC | 0.28% | — | 1,138 | $250K |
| Park Edge Advisors, LLC | 0.06% | Reduce -2.8% | 1,135 | $249K |
| Financial Connections Group, Inc. | 0.09% | Reduce -0.3% | 1,135 | $249K |
| Benchmark Financial, LLC | 0.25% | — | 1,129 | $248K |
| Red Door Wealth Management, LLC | 0.03% | Add +6.6% | 1,124 | $247K |
| First City Capital Management, Inc. | 0.13% | Reduce -0.4% | 1,121 | $246K |
| ETF Store, Inc. | 0.25% | Add +0.5% | 1,120 | $246K |
| Kingsman Wealth Management, Inc. | 0.13% | Reduce -24.0% | 1,119 | $246K |
| Grand Central Investment Group | 0.18% | — | 1,118 | $246K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | Reduce -15.6% | 1,117 | $245K |
| Campbell Deegan Wealth Management, LLC | 0.20% | New | 1,113 | $245K |
| Waterloo Capital, L.P. | 0.02% | Add +0.7% | 1,112 | $244K |
| Wealthcare Capital Management LLC | 0.02% | No change | 1,111 | $244K |
| Resolute Capital, LLC | 0.10% | — | 1,107 | $243K |
| Keebeck Wealth Management | 0.03% | No change | 1,105 | $243K |
| Whelan Financial | 0.08% | New | 1,102 | $242K |
| Colonial River Investments, LLC | 0.09% | Reduce -2.3% | 1,101 | $242K |
| Level Financial Advisors | 0.06% | Reduce -1.5% | 1,101 | $242K |
| V2 Financial group LLC | 0.12% | No change | 1,100 | $242K |
| Capital Management Corp. | 0.04% | No change | 1,100 | $242K |
| FFT Wealth Management LLC | 0.05% | New | 1,097 | $241K |
| Salomon & Ludwin, LLC | 0.02% | Add +4.3% | 1,084 | $241K |
| Mars Jewett Financial Group, Inc. | 0.07% | — | 1,046 | $240K |
| Amarillo National Bank | 0.04% | No change | 1,090 | $240K |
| Vigil Wealth Management, LLC | 0.20% | — | 1,089 | $239K |
| Stark Wealth Management LLC | 0.90% | Add +0.5% | 1,086 | $239K |
| First Financial Group Corp | 0.20% | No change | 1,085 | $238K |
| WealthTrust Axiom LLC | 0.06% | Add +0.1% | 1,071 | $235K |
| Piedmont Capital Management, LLC | 0.15% | — | 1,070 | $235K |
| Alexander Labrunerie & Co., Inc. | 0.09% | No change | 1,067 | $235K |
| AA Financial Advisors, LLC | 0.04% | Add +11.7% | 1,067 | $235K |
| Fortis Capital Management LLC | 0.03% | Add +0.2% | 1,066 | $234K |
| 55 North Private Wealth, LLC | 0.06% | — | 1,063 | $234K |
| Vestia Personal Wealth Advisors | 0.12% | No change | 1,037 | $232K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 1,046 | $232K |
| High Falls Advisors, Inc | 0.05% | No change | 1,055 | $232K |
| Advus Financial Partners, LLC | 0.06% | Add +0.1% | 1,054 | $232K |
| Vantage Point Financial LLC | 0.08% | Add +0.9% | 1,054 | $232K |
| Elm3 Financial Group, LLC | 0.19% | New | 1,044 | $229K |
| ArchPoint Investors | 0.05% | No change | 1,043 | $229K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -4.7% | 1,042 | $229K |
| ELCO Management Co., LLC | 0.14% | New | 1,040 | $229K |
| Bay Harbor Wealth Management, LLC | 0.06% | Reduce -21.5% | 1,038 | $228K |
| MWA Asset Management | 0.13% | Reduce -19.4% | 1,036 | $228K |
| Vorpal, LLC | 0.84% | Add +0.8% | 1,035 | $227K |
| Secured Retirement Advisors, LLC | 0.13% | New | 1,034 | $227K |
| Core Wealth Partners LLC | 0.10% | No change | 1,033 | $227K |
| Heritage Investment Group, Inc. | 0.03% | No change | 1,033 | $227K |
| WPWealth LLP | 0.04% | No change | 1,029 | $226K |
| Arjuna Capital | 0.06% | No change | 1,028 | $226K |
| Fiduciary Wealth Partners, LLC | 0.09% | No change | 1,021 | $224K |
| Rockline Wealth Management, LLC | 0.05% | No change | 1,020 | $224K |
| Anchor Capital Advisors LLC | 0.01% | New | 1,018 | $224K |
| Accordant Advisory Group Inc | 0.15% | No change | 1,013 | $223K |
| Nalls Sherbakoff Group, LLC | 0.16% | Reduce -14.0% | 1,013 | $223K |
| Karras Company, Inc. | 0.22% | — | 1,012 | $222K |
| Retirement Planning Co of New England, Inc. | 0.09% | New | 1,010 | $222K |
| Godsey & Gibb, Inc. | 0.02% | Add +3.0% | 1,010 | $222K |
| Redwood Financial Network Corp | 0.14% | Add +0.4% | 1,010 | $222K |
| Prosperity Wealth Management, Inc. | 0.07% | New | 1,009 | $222K |
| Inspire Advisors, LLC | 0.02% | New | 1,004 | $221K |
| JSF Financial, LLC | 0.05% | Add +0.4% | 1,002 | $220K |
| Legacy Wealth Partners, LLC | 0.06% | — | 1,002 | $220K |
| Avalon Capital Management | 0.05% | No change | 1,002 | $220K |
| WoodTrust Financial Corp | 0.03% | No change | 1,000 | $220K |
| Bucket List Wealth Management, LLC | 0.13% | — | 1,000 | $220K |
| First County Bank | 0.12% | No change | 1,000 | $220K |
| Solano Wealth Investment Advisors LLC | 0.11% | No change | 1,000 | $220K |
| First Financial Corp. | 0.08% | No change | 1,000 | $220K |
| LMCG Investments, LLC | 0.01% | No change | 1,000 | $220K |
| Private Wealth Partners, LLC | 0.02% | No change | 999 | $220K |
| 1832 Asset Management L.P. | 0.00% | Reduce -2.4% | 999 | $220K |
| Pinnacle Wealth Management Group, Inc. | 0.11% | No change | 998 | $219K |
| Cross Staff Investments Inc | 0.12% | New | 997 | $219K |
| Lee Danner & Bass Inc. | 0.02% | No change | 995 | $219K |
| Intergy Private Wealth, LLC | 0.07% | No change | 995 | $219K |
| Bar Harbor Wealth Management | 0.01% | No change | 995 | $219K |
| FSA Investment Group, LLC | 0.13% | Add +0.4% | 995 | $219K |
| Hidden Cove Wealth Management, LLC | 0.14% | No change | 994 | $218K |
| Drake & Associates, LLC | 0.04% | No change | 994 | $218K |
| Eagle Bluffs Wealth Management LLC | 0.09% | New | 993 | $218K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -13.3% | 992 | $218K |
| Ares Financial Consulting, LLC | 0.21% | — | 992 | $218K |
| Evelyn Partners Asset Management Ltd | 0.05% | No change | 990 | $218K |
| Northstar Financial Companies, Inc. | 0.17% | New | 989 | $217K |
| Meritage Portfolio Management | 0.01% | No change | 988 | $217K |
| Chesley Taft & Associates LLC | 0.01% | New | 988 | $217K |
| Cloud Capital Management, LLC | 0.10% | Reduce -1.6% | 990 | $217K |
| Phoenix Wealth Advisors | 0.08% | No change | 987 | $217K |
| Barden Capital Management, Inc. | 0.18% | No change | 986 | $217K |
| Guerra Pan Advisors, LLC | 0.13% | No change | 985 | $216K |
| Oldfather Financial Services, LLC | 0.06% | Reduce -19.9% | 983 | $216K |
| Win Advisors, Inc. | 0.09% | New | 982 | $216K |
| Osprey Private Wealth LLC | 0.06% | New | 980 | $215K |
| Valley Brook Capital Group, Inc. | 0.14% | Add +0.3% | 980 | $215K |
| NBT Bank, N.A. | 0.01% | Add +0.4% | 1,045 | $215K |
| Vestment Financial LLC | 0.11% | No change | 954 | $214K |
| Brighton Securities Corp. | 0.11% | Reduce -16.8% | 972 | $214K |
| Legacy Financial Group, Inc. | 0.06% | New | 972 | $214K |
| Clearwater Capital Advisors, LLC | 0.02% | No change | 971 | $213K |
| Morangie Management LLC | 0.17% | No change | 970 | $213K |
| Bernicke Wealth Management, Ltd. | 0.03% | — | 968 | $213K |
| Chesapeake Wealth Management | 0.06% | New | 965 | $212K |
| Altiora Financial Group, LLC | 0.04% | No change | 965 | $212K |
| Nabity-Jensen Investment Management Inc | 0.14% | No change | 960 | $211K |
| Copia Wealth Management | 0.15% | No change | 959 | $211K |
| Advance Capital Management, Inc. | 0.01% | New | 959 | $211K |
| Financial Consulate, Inc. | 0.03% | Reduce -7.4% | 957 | $210K |
| Balance Wealth Partners LLC | 0.07% | New | 955 | $210K |
| Fearless Solutions, LLC dba Best Invest | 0.13% | No change | 954 | $210K |
| Kilter Group LLC | 0.09% | Add +5.7% | 953 | $209K |
| Windsor Advisory Group, LLC | 0.19% | New | 951 | $209K |
| Heritage Wealth Management, Inc./Texas | 0.09% | No change | 950 | $209K |
| SeaBridge Investment Advisors LLC | 0.03% | Reduce -0.2% | 949 | $209K |
| Westhampton Capital, LLC | 0.10% | No change | 949 | $209K |
| Total Wealth Planning & Management, Inc. | 0.16% | — | 944 | $207K |
| WealthPLAN Partners, LLC | 0.03% | New | 943 | $207K |
| Fermata Advisors, LLC | 0.05% | Add +0.3% | 942 | $207K |
| Cresta Advisors, Ltd. | 0.09% | New | 941 | $207K |
| Edge Financial Advisors LLC | 0.09% | Add +0.9% | 938 | $206K |
| Optivise Advisory Services LLC | 0.12% | Add +0.1% | 938 | $206K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -93.4% | 937 | $206K |
| Sun Group Wealth Partners | 0.17% | — | 936 | $206K |
| Gilbert Capital Group, Inc. | 0.15% | New | 934 | $205K |
| CapWealth Advisors, LLC | 0.02% | No change | 933 | $205K |
| Holistic Financial Partners | 0.07% | No change | 931 | $205K |
| LVW Advisors, LLC | 0.02% | No change | 927 | $204K |
| Investment House LLC | 0.01% | No change | 927 | $204K |
| Daviman Financial, LLC | 0.12% | — | 924 | $203K |
| Noesis Capital Mangement Corp. | 0.03% | New | 920 | $202K |
| PSI Advisors, LLC | 0.05% | New | 920 | $202K |
| APS Management Group, Inc. | 0.17% | New | 919 | $202K |
| Athena Investment Management | 0.10% | New | 915 | $201K |
| Capital CS Group, LLC | 0.32% | New | 915 | $201K |
| Coordinated Financial Services, Inc. | 0.12% | New | 915 | $201K |
| SOA Wealth Advisors, LLC. | 0.03% | No change | 913 | $201K |
| Virginia Wealth Management Group, Inc. | 0.12% | Reduce -2.7% | 910 | $200K |
| Dynasty Wealth Management, LLC | 0.00% | New | 910 | $200K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 903 | $198K |
| TFC Financial Management, Inc. | 0.02% | Add +2873.3% | 892 | $196K |
| Wellington-Altus USA Inc. | 0.14% | — | 885 | $195K |
| McIlrath & Eck, LLC | 0.02% | Add +0.6% | 866 | $190K |
| Entrust Financial LLC | 0.14% | — | 855 | $188K |
| Winch Advisory Services, LLC | 0.04% | Add +12.8% | 852 | $187K |
| Obsidian Cio, LLC | 0.27% | Reduce -39.7% | 837 | $184K |
| Main Management LLC | 0.01% | Reduce -6.7% | 833 | $183K |
| Richardson Capital Management LLC | 0.09% | Add +0.7% | 824 | $181K |
| First Pacific Financial | 0.02% | Add +0.9% | 822 | $181K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Reduce -15.0% | 809 | $178K |
| Dorato Capital Management | 0.13% | — | 789 | $177K |
| EFG International AG | 0.00% | — | 797 | $175K |
| Syntax Research, Inc. | 0.10% | Add +0.8% | 767 | $169K |
| Basecamp Wealth Advisors LLC | 0.04% | — | 754 | $166K |
| Portfolio Resources Advisor Group, Inc. | 0.16% | — | 728 | $160K |
| Vestor Capital, LLC | 0.01% | Add +84.5% | 1,317 | $157K |
| Clearstead Trust, LLC | 0.02% | Reduce -1.8% | 709 | $156K |
| Stelac Advisory Services LLC | 0.05% | No change | 707 | $155K |
| MTM Investment Management, LLC | 0.05% | No change | 707 | $155K |
| Aviso Financial Inc. | 0.01% | Reduce -79.6% | 706 | $155K |
| Brown, Lisle/Cummings, Inc. | 0.04% | No change | 695 | $153K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -59.5% | 677 | $151K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 688 | $151K |
| Princeton Global Asset Management LLC | 0.02% | Add +0.4% | 688 | $151K |
| GeoWealth Management, LLC | 0.01% | Add +8.2% | 685 | $150K |
| Signature Equity Partners, LLC | 0.08% | — | 678 | $149K |
| Global Trust Asset Management, LLC | 0.06% | Add +236.3% | 676 | $149K |
| Mb, Levis & Associates, LLC | 0.06% | Add +0.8% | 659 | $145K |
| Newton One Investments LLC | 0.04% | Add +0.8% | 635 | $140K |
| Manning & Napier Advisors LLC | 0.00% | Add +18.9% | 630 | $140K |
| Bellevue Asset Management, LLC | 0.04% | Add +0.2% | 632 | $139K |
| Align Financial, LLC | 0.08% | — | 138,461 | $138K |
| Winthrop Capital Management, LLC | 0.03% | No change | 624 | $137K |
| GoalVest Advisory LLC | 0.03% | No change | 598 | $131K |
| SJS Investment Consulting Inc. | 0.02% | No change | 586 | $129K |
| Sound Income Strategies, LLC | 0.01% | No change | 567 | $128K |
| Toronto Dominion Bank | 0.00% | No change | 571 | $125K |
| Tucker Asset Management LLC | 0.04% | Reduce -9.3% | 549 | $121K |
| WHI TRUST Co LLC | 0.09% | — | 547 | $120K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 532 | $117K |
| Truvestments Capital LLC | 0.02% | No change | 515 | $113K |
| Fourth Dimension Wealth, LLC | 0.04% | Reduce -17.6% | 506 | $111K |
| St. Johns Investment Management Company, LLC | 0.05% | Reduce -15.8% | 505 | $111K |
| Clayton Financial Group LLC | 0.05% | Add +13.2% | 490 | $108K |
| Coastline Trust Co | 0.01% | No change | 489 | $107K |
| Imprint Wealth LLC | 0.50% | Reduce -50.0% | 487 | $107K |
| Jessup Wealth Management, Inc | 0.03% | New | 460 | $101K |
| Clarity Asset Management, Inc. | 0.06% | Reduce -1.7% | 459 | $101K |
| LM Advisors LLC | 0.40% | Reduce -77.8% | 22,147 | $101K |
| Godfrey Financial Associates, Inc. | 0.09% | — | 447 | $98K |
| Toth Financial Advisory Corp. | 0.01% | No change | 440 | $97K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Add +5.2% | 429 | $94K |
| Aventura Private Wealth, LLC | 0.03% | No change | 426 | $94K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -5.4% | 418 | $92K |
| Lummis Asset Management, LP | 0.05% | No change | 400 | $88K |
| Centennial Bank | 0.03% | Reduce -20.0% | 400 | $88K |
| WealthCollab, LLC | 0.04% | No change | 390 | $86K |
| Pin Oak Investment Advisors Inc. | 0.06% | Reduce -69.4% | 369 | $85K |
| Activest Wealth Management | 0.02% | Add +2460.0% | 384 | $84K |
| Morton Brown Family Wealth, LLC | 0.02% | Reduce -3.0% | 383 | $84K |
| IFC & Insurance Marketing, Inc. | 0.08% | — | 383 | $84K |
| Bullseye Investment Management, LLC | 0.04% | New | 380 | $84K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.5% | 375 | $82K |
| JDM Financial Group LLC | 0.03% | Reduce -30.8% | 369 | $81K |
| Colonial Trust Advisors | 0.01% | Reduce -49.7% | 363 | $80K |
| Founders Capital Management | 0.04% | No change | 350 | $77K |
| Proathlete Wealth Management LLC | 0.02% | Add +1557.1% | 348 | $77K |
| Estate Planners Group, LLC | 0.03% | — | 347 | $76K |
| Key Capital Management, INC | 0.07% | — | 344 | $76K |
| Atwood & Palmer Inc. | 0.00% | No change | 336 | $74K |
| Cypress Capital Management LLC (WY) | 0.07% | No change | 318 | $70K |
| NorthAvenue LLC | 0.06% | — | 316 | $69K |
| WPG Advisers, LLC | 0.05% | Add +4.7% | 314 | $69K |
| Eukles Asset Management | 0.03% | No change | 314 | $69K |
| Modus Advisors, LLC | 0.02% | New | 314 | $69K |
| Basepoint Wealth LLC | 0.04% | New | 308 | $68K |
| Olistico Wealth, LLC | 0.03% | New | 309 | $68K |
| Creative Capital Management Investments LLC | 0.02% | Reduce -11.5% | 307 | $67K |
| Garton & Associates Financial Advisors LLC | 0.04% | — | 305 | $67K |
| Davis Capital Management | 0.05% | Reduce -1.9% | 304 | $67K |
| Maseco LLP | 0.00% | New | 298 | $66K |
| Sittner & Nelson, LLC | 0.02% | No change | 284 | $65K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 288 | $63K |
| TOWER TRUST & INVESTMENT Co | 0.04% | No change | 288 | $63K |
| GPS Wealth Strategies Group, LLC | 0.05% | Reduce -98.8% | 282 | $62K |
| Cornerstone National Bank & Trust Co | 0.02% | No change | 280 | $62K |
| Horrell Capital Management, Inc. | 0.03% | No change | 274 | $60K |
| Atlantic Private Wealth, LLC | 0.04% | Add +0.8% | 270 | $59K |
| Anfield Capital Management, LLC | 0.02% | No change | 257 | $56K |
| Avalon Trust Co | 0.00% | Reduce -83.7% | 250 | $55K |
| Legacies Wealth LLC | 0.03% | No change | 250 | $55K |
| Solstein Capital, LLC | 0.02% | No change | 246 | $54K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 245 | $54K |
| Hara Capital LLC | 0.03% | No change | 244 | $54K |
| Dogwood Wealth Management LLC | 0.02% | No change | 243 | $53K |
| Ulland Investment Advisors, LLC | 0.04% | No change | 240 | $53K |
| Bullock Wealth Management Group | 0.03% | — | 237 | $52K |
| GW&K Investment Management, LLC | 0.00% | Add +69.3% | 237 | $52K |
| Inlight Wealth Management, LLC | 0.02% | Add +14.6% | 235 | $52K |
| Seneschal Advisors, LLC | 0.04% | No change | 227 | $50K |
| True Wealth Design, LLC | 0.01% | Reduce -31.8% | 227 | $50K |
| Core Alternative Capital | 0.01% | No change | 223 | $49K |
| Horizons Wealth Management | 0.03% | No change | 222 | $49K |
| Navalign, LLC | 0.01% | New | 217 | $48K |
| YANKCOM Partnership | 0.02% | New | 214 | $47K |
| HighMark Wealth Management LLC | 0.02% | Add +0.5% | 211 | $46K |
| Atomic Invest LLC | 0.03% | — | 208 | $46K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 208 | $46K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 208 | $46K |
| Evermay Wealth Management LLC | 0.01% | Reduce -60.3% | 203 | $45K |
| United Community Bank | 0.02% | Add +97.1% | 203 | $45K |
| Team Financial Group, LLC | 0.02% | Add +1.0% | 201 | $44K |
| 10Elms LLP | 0.05% | Reduce -33.3% | 200 | $44K |
| Proffitt & Goodson Inc. | 0.01% | No change | 196 | $43K |
| New England Capital Financial Advisors LLC | 0.02% | No change | 192 | $42K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 188 | $41K |
| Quest 10 Wealth Builders, Inc. | 0.04% | No change | 186 | $41K |
| Fortitude Family Office, LLC | 0.01% | Reduce -50.8% | 186 | $41K |
| MidFirst Bank | 0.00% | — | 185 | $41K |
| Comprehensive Financial Planning, Inc. | 0.03% | Add +0.6% | 179 | $40K |
| Longview Financial Advisors LLC | 0.02% | No change | 175 | $38K |
| Thompson Investment Management, Inc. | 0.00% | No change | 175 | $38K |
| Valued Wealth Advisors LLC | 0.02% | Reduce -0.6% | 168 | $37K |
| Twin Lakes Capital Management, LLC | 0.02% | Add +0.6% | 166 | $36K |
| Murphy & Mullick Capital Management Corp | 0.03% | Add +158.7% | 163 | $36K |
| BNP Paribas Financial Markets | 0.00% | Reduce -90.1% | 162 | $36K |
| Financial Freedom, LLC | 0.02% | Add +0.6% | 159 | $35K |
| Garner Asset Management Corp | 0.01% | New | 158 | $35K |
| Private Wealth Management Group, LLC | 0.01% | Reduce -23.0% | 154 | $34K |
| Wealth Watch Advisors, INC | 0.01% | Reduce -55.0% | 150 | $33K |
| Piscataqua Savings Bank | 0.02% | No change | 148 | $33K |
| Tidemark, LLC | 0.01% | Reduce -58.9% | 143 | $31K |
| Investment Research & Advisory Group, Inc. | 0.01% | New | 141 | $31K |
| Eagle Bay Advisors LLC | 0.02% | New | 140 | $31K |
| Lloyd Advisory Services, LLC. | 0.01% | New | 140 | $31K |
| Hurley Capital, LLC | 0.02% | Add +28.7% | 139 | $31K |
| Y.D. More Investments Ltd | 0.00% | No change | 136 | $30K |
| Curio Wealth, LLC | 0.01% | No change | 132 | $29K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 132 | $29K |
| Allianz SE | 0.00% | No change | 124 | $27K |
| Merited Wealth, LLC | 0.02% | — | 122 | $27K |
| Highline Wealth Partners LLC | 0.01% | Add +0.9% | 117 | $26K |
| Bank of New Hampshire | 0.01% | Reduce -3.4% | 113 | $25K |
| Quent Capital, LLC | 0.00% | New | 109 | $24K |
| Tompkins Financial Corp. | 0.00% | No change | 107 | $24K |
| Cheviot Value Management, LLC | 0.00% | No change | 100 | $22K |
| Midwest Capital Advisors, LLC | 0.01% | No change | 100 | $22K |
| Navigoe, LLC | 0.01% | No change | 102 | $22K |
| Teachers Insurance & Annuity Association of America | 0.03% | New | 100 | $22K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 100 | $22K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 100 | $22K |
| Barnes Dennig Private Wealth Management LLC | 0.02% | No change | 92 | $20K |
| Osbon Capital Management LLC | 0.02% | — | 92 | $20K |
| Chelsea Counsel Co. | 0.01% | No change | 88 | $19K |
| Kozak & Associates, Inc. | 0.00% | No change | 82 | $19K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 81 | $18K |
| Safe Harbor Fiduciary, LLC | 0.02% | — | 80 | $18K |
| Horizon Financial Services, LLC | 0.01% | No change | 78 | $17K |
| PayPay Securities Corp | 0.46% | Add +56.5% | 72 | $16K |
| MidAtlantic Capital Management, Inc. | 0.01% | New | 71 | $16K |
| American National Bank & Trust | 0.00% | Reduce -34.6% | 70 | $15K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +1.5% | 67 | $15K |
| Bangor Savings Bank | 0.00% | No change | 64 | $14K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 64 | $14K |
| Sunrise Financial Services, LLC | 0.01% | — | 59 | $13K |
| North Ridge Wealth Advisors, Inc. | 0.01% | No change | 57 | $13K |
| Chilton Capital Management LLC | 0.00% | Reduce -90.9% | 57 | $12K |
| Wilkerson Advisory Group LLC | 0.00% | — | 55 | $12K |
| Rakuten Securities, Inc. | 0.00% | Add +12.2% | 55 | $12K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 55 | $12K |
| Stone House Investment Management, LLC | 0.00% | No change | 54 | $12K |
| Pinney & Scofield, Inc. | 0.01% | No change | 52 | $11K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 51 | $11K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 45 | $10K |
| Strategic Wealth Advisors LLC | 0.01% | — | 43 | $9K |
| BankPlus Trust Department | 0.00% | No change | 40 | $9K |
| Nova Wealth Management, Inc. | 0.01% | New | 34 | $7K |
| Camelot Portfolios, LLC | 0.00% | New | 33 | $7K |
| Bank & Trust Co | 0.00% | No change | 30 | $7K |
| Your Advocates Ltd., LLP | 0.00% | New | 29 | $6K |
| DT Investment Partners, LLC | 0.00% | No change | 29 | $6K |
| Daytona Street Capital LLC | 0.00% | — | 28 | $6K |
| RHL Group, LLC | 0.00% | — | 26 | $6K |
| Sfam, LLC | 0.00% | — | 23 | $5K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 22 | $5K |
| Networth Advisors, LLC | 0.00% | — | 18 | $4K |
| Catherine Avery Investment Management LLC | 0.00% | No change | 17 | $4K |
| Country Trust Bank | 0.00% | No change | 16 | $4K |
| Go Invest LLC | 0.00% | — | 15 | $3K |
| Turning Point Benefit Group, Inc. | 0.00% | New | 15 | $3K |
| Bernard Wealth Management Corp. | 0.00% | No change | 13 | $3K |
| McGuire Capital Advisors Inc. | 0.00% | — | 10 | $2K |
| Innovative Advisory Group, LLC | 0.00% | No change | 8 | $2K |
| Vision Financial Markets LLC | 0.00% | No change | 6 | $1K |
| Gould Capital, LLC | 0.00% | No change | 5 | $1K |
| Gold Investment Management Ltd. | 0.00% | No change | 5 | $1K |
| Covestor Ltd | 0.00% | No change | 6 | $1K |
| Luminist Capital LLC | 0.00% | No change | 2 | $440 |
| Blume Capital Management, Inc. | 0.00% | No change | 2 | $440 |
| Strategic Advocates LLC | 0.00% | New | 1 | $221 |
| Legacy Wealth Managment, LLC | 0.00% | New | 1 | $220 |
"% of holder's portfolio" is VIG's weight in each manager's 13F, not the share of Vanguard Dividend Apprec ETF the manager owns.