Vngrd Mrngstr MD-Cap ETF-UsdVOETF
13F holders, Q1 2024 (March 31)1,864holders
4famous investors
$249.54avg. 13F price*
At the end of Q1 2024, 1,864 institutions reported holding Vngrd Mrngstr MD-Cap ETF-Usd (VO) in their 13F filings. The largest holders were Wells Fargo & Company ($5.9B), Bank of America Corp. ($3.9B) and Jones Financial Companies LLLP ($2.6B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Vngrd Mrngstr MD-Cap ETF-Usd
- Filed as
- VANGUARD INDEX FDS (Q1 2024)
- CUSIP
- 922908629
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 107 | $130.6M |
| Exits | 72 | $53.6M |
Ownership 1,864 holders
| Wells Fargo & Company | 1.56% | Add +0.3% | 23,594,455 | $5.9B |
| Bank of America Corp. | 0.39% | Add +6.8% | 15,720,331 | $3.9B |
| Jones Financial Companies LLLP | 3.57% | Add +4.1% | 10,478,563 | $2.6B |
| Creative Planning | 2.29% | Reduce -1.1% | 8,249,359 | $2.1B |
| Morgan Stanley | 0.14% | Add +2.4% | 7,201,216 | $1.8B |
| UBS Group AG | 0.48% | Reduce -1.3% | 5,786,244 | $1.4B |
| Northwestern Mutual Wealth Management Co. | 1.34% | Add +1.3% | 5,203,331 | $1.3B |
| Raymond James & Associates | 0.65% | Add +0.1% | 3,814,129 | $953.0M |
| Ameriprise Financial Inc. | 0.26% | Add +2.7% | 3,685,649 | $924.0M |
| LPL Financial LLC | 0.41% | Add +3.0% | 3,021,843 | $755.0M |
| Envestnet Asset Management Inc. | 0.26% | Add +12.4% | 2,784,750 | $695.8M |
| PNC Financial Services Group, Inc. | 0.43% | Reduce -2.1% | 2,451,217 | $612.5M |
| JPMorgan Chase & Co. | 0.05% | Reduce -4.2% | 2,332,154 | $582.7M |
| Raymond James Financial Services Advisors, Inc. | 0.76% | Reduce -3.9% | 2,052,408 | $512.8M |
| Tiaa Trust, National Association | 1.49% | Reduce -8.3% | 1,952,744 | $487.9M |
| Bank of New York Mellon Corp | 0.08% | Reduce -22.9% | 1,586,724 | $396.5M |
| Royal Bank of Canada | 0.09% | Add +1.4% | 1,486,508 | $371.4M |
| Natixis Advisors, LLC | 0.84% | Add +17.7% | 1,470,988 | $367.5M |
| JMG Financial Group, Ltd. | 11.58% | Add +2.3% | 1,215,343 | $303.7M |
| CIBC Private Wealth Group LLC | 0.59% | Add +4.2% | 1,222,632 | $303.5M |
| Allworth Financial LP | 2.07% | Add +3.4% | 1,174,247 | $293.4M |
| Mariner, LLC | 0.61% | Add +10.3% | 1,172,984 | $293.1M |
| Commonwealth Equity Services, LLC | 0.48% | Reduce -0.1% | 1,166,207 | $291.4M |
| Border to Coast Pensions Partnership Ltd | 6.47% | No change | 1,159,887 | $289.6M |
| Financial Counselors Inc. | 3.28% | Add +1.3% | 778,178 | $194.4M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -2.9% | 724,418 | $181.0M |
| Cetera Investment Advisers | 0.41% | Add +524.1% | 695,861 | $173.9M |
| HighTower Advisors, LLC | 0.27% | Reduce -11.2% | 662,627 | $165.4M |
| Osaic Holdings, Inc. | 0.36% | Reduce -8.3% | 650,216 | $162.5M |
| Stifel Financial Corp. | 0.18% | Add +19.9% | 642,915 | $160.6M |
| Beacon Pointe Advisors, LLC | 1.77% | Add +8.9% | 636,806 | $159.1M |
| Pathstone Holdings, LLC | 0.69% | Add +2.3% | 586,664 | $146.6M |
| CBIZ Investment Advisory Services, LLC | 9.71% | Add +26.0% | 549,201 | $139.7M |
| Wealthspire Advisors, LLC | 1.83% | Reduce -1.6% | 548,728 | $137.1M |
| Nicholas Hoffman & Company, LLC. | 6.86% | Add +21.0% | 540,989 | $135.2M |
| Baird Financial Group, Inc. | 0.28% | Add +7.4% | 534,915 | $133.7M |
| Moneta Group Investment Advisors LLC | 2.07% | Add +6.4% | 507,992 | $126.9M |
| Fifth Third Bancorp | 0.48% | Add +0.5% | 491,451 | $122.8M |
| First Command Advisory Services, Inc. | 1.23% | Add +4.5% | 470,013 | $117.4M |
| MassMutual Private Wealth & Trust, FSB | 3.64% | Add +0.6% | 468,001 | $116.9M |
| Bank of Montreal | 0.04% | Add +1.7% | 467,663 | $116.6M |
| Cerity Partners LLC | 0.31% | Reduce -92.5% | 466,576 | $116.2M |
| Captrust Financial Advisors | 0.40% | Reduce -6.6% | 435,390 | $108.8M |
| Mercer Global Advisors Inc. | 0.30% | Add +13.7% | 428,097 | $107.0M |
| Cullen/Frost Bankers, Inc. | 1.53% | Reduce -0.9% | 413,127 | $103.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -41.0% | 397,769 | $99.4M |
| Larson Financial Group LLC | 7.52% | Add +2.3% | 389,684 | $97.4M |
| Rockefeller Capital Management L.P. | 0.28% | Add +6.2% | 388,147 | $97.0M |
| Millburn Ridgefield LLC | 2.67% | Add +5.0% | 386,008 | $96.4M |
| Catalyst Capital Advisors LLC | 2.32% | Add +5.0% | 386,008 | $96.4M |
| Cresset Asset Management, LLC | 0.47% | Reduce -24.0% | 383,967 | $95.9M |
| Janney Montgomery Scott LLC | 0.28% | Reduce -1.7% | 382,853 | $95.7M |
| 1832 Asset Management L.P. | 0.17% | Reduce -25.6% | 371,390 | $92.8M |
| Morningstar Investment Services LLC | 1.01% | Reduce -72.8% | 369,447 | $92.1M |
| Wilbanks Smith & Thomas Asset Management LLC | 2.53% | Add +0.8% | 362,227 | $90.5M |
| Simplicity Wealth,LLC | 2.11% | Add +26407.1% | 354,400 | $88.6M |
| Bleakley Financial Group, LLC | 2.54% | Add +3.8% | 350,626 | $87.6M |
| Manufacturers Life Insurance Company, The | 0.08% | Reduce -43.0% | 347,465 | $86.8M |
| Invictus Private Wealth, LLC | 7.66% | Add +2.6% | 345,368 | $86.3M |
| MML Investors Services, LLC | 0.35% | Add +0.7% | 339,695 | $84.9M |
| Joel Isaacson & Co., LLC | 4.61% | Add +3.6% | 336,240 | $84.0M |
| Financial Synergies Wealth Advisors, Inc. | 10.80% | Add +104.4% | 329,509 | $82.3M |
| FMR LLC | 0.01% | Reduce -1.2% | 324,886 | $81.2M |
| Truist Financial Corp. | 0.12% | Reduce -40.0% | 318,542 | $79.6M |
| Assetmark, Inc. | 0.25% | Add +0.6% | 311,460 | $77.8M |
| Cambridge Investment Research Advisors, Inc. | 0.29% | Add +0.5% | 301,411 | $75.3M |
| Chicago Partners Investment Group LLC | 3.15% | Add +7.0% | 310,439 | $74.2M |
| Corient Private Wealth LP | 0.12% | Add +3.5% | 280,221 | $70.0M |
| Smithfield Trust Co | 3.70% | Reduce -1.4% | 280,514 | $69.7M |
| CENTRAL TRUST Co | 1.71% | Reduce -0.7% | 274,291 | $68.5M |
| Clearstead Advisors, LLC | 3.37% | Add +3.7% | 277,646 | $68.1M |
| Trustmark Bank Trust Department | 5.44% | Reduce -5.3% | 266,668 | $66.6M |
| Coldstream Capital Management Inc. | 1.63% | Add +0.4% | 257,562 | $64.4M |
| Nadler Financial Group, Inc. | 7.89% | Add +0.1% | 256,035 | $64.0M |
| Kestra Advisory Services, LLC | 0.42% | Add +21.2% | 252,689 | $63.1M |
| Pittenger & Anderson Inc. | 2.48% | Add +1.5% | 244,787 | $61.2M |
| Axxcess Wealth Management, LLC | 1.72% | Add +1.5% | 243,270 | $60.8M |
| Oppenheimer Asset Management Inc. | 0.88% | Reduce -10.2% | 240,591 | $60.1M |
| Equitable Holdings, Inc. | 0.67% | Add +0.2% | 238,108 | $59.5M |
| National Philanthropic Trust | 1.27% | Add +1.6% | 233,039 | $58.2M |
| Capital Asset Advisory Services LLC | 3.25% | Add +1.5% | 230,779 | $56.7M |
| Northwest Quadrant Wealth Management, LLC | 13.68% | Add +0.1% | 223,572 | $55.9M |
| Peapack Gladstone Financial Corp. | 0.84% | Add +2.9% | 214,479 | $53.6M |
| Private Advisor Group, LLC | 0.38% | Reduce -6.5% | 213,768 | $53.4M |
| Connecticut Wealth Management, LLC | 2.70% | Reduce -1.1% | 203,282 | $50.8M |
| NewEdge Advisors, LLC | 0.44% | Reduce -14.2% | 202,361 | $50.6M |
| Comerica Bank | 0.22% | Reduce -0.1% | 200,308 | $50.0M |
| McIlrath & Eck, LLC | 7.78% | Add +3.1% | 196,542 | $49.1M |
| US Bancorp \de | 0.07% | Add +0.1% | 196,168 | $49.0M |
| SilverOak Wealth Management LLC | 11.80% | Add +1.2% | 190,073 | $47.5M |
| Venture Visionary Partners LLC | 2.25% | Add +2.6% | 189,284 | $47.3M |
| GenTrust, LLC | 2.82% | Reduce -1.2% | 183,074 | $45.7M |
| Thrivent Financial for Lutherans | 0.09% | Reduce -36.3% | 174,841 | $43.7M |
| Schneider Downs Wealth Management Advisors, LP | 10.05% | Add +8.4% | 174,506 | $43.6M |
| Country Trust Bank | 1.13% | Reduce -8.0% | 174,380 | $43.6M |
| BOK Financial Private Wealth, Inc. | 3.22% | Reduce -3.3% | 173,045 | $43.2M |
| Bessemer Group Inc. | 0.08% | Add +1.7% | 171,999 | $43.0M |
| Arkansas Financial Group, Inc. | 7.53% | Add +1.1% | 171,146 | $42.8M |
| Fulcrum Capital LLC | 9.92% | Add +4.0% | 167,249 | $41.8M |
| Leavell Investment Management, Inc. | 2.35% | Add +1.8% | 162,700 | $40.7M |
| TCV Trust & Wealth Management, Inc. | 3.88% | Reduce -1.2% | 161,900 | $40.5M |
| American Trust | 3.32% | Reduce -46.6% | 158,886 | $39.7M |
| Riverpoint Wealth Management Holdings, LLC | 10.99% | Add +0.3% | 158,139 | $39.5M |
| NewEdge Wealth, LLC | 0.87% | Add +0.6% | 161,876 | $38.8M |
| New Hampshire Trust | 8.96% | Add +0.0% | 153,413 | $38.3M |
| Stephens Consulting, LLC | 11.02% | Reduce -2.9% | 143,815 | $35.9M |
| Heartwood Wealth Advisors LLC | 4.23% | Reduce -0.3% | 137,623 | $34.4M |
| CX Institutional | 1.66% | Add +0.4% | 137,426 | $34.3M |
| New York Life Investment Management LLC | 0.34% | Reduce -22.0% | 137,088 | $34.3M |
| Regions Financial Corp. | 0.26% | Add +0.7% | 136,532 | $34.1M |
| Bear Mountain Capital, Inc. | 14.63% | Reduce -5.9% | 144,216 | $33.9M |
| Ellevest, Inc. | 2.09% | Add +2.5% | 135,066 | $33.7M |
| Arrow Financial Corp | 3.28% | Reduce -3.6% | 132,096 | $33.0M |
| Ballast, Inc. | 10.33% | Add +0.3% | 130,790 | $32.7M |
| Marquette Asset Management, LLC | 5.54% | Add +1.1% | 127,855 | $31.9M |
| Perkins Coie Trust Co | 7.48% | Add +6.0% | 127,610 | $31.9M |
| Agf Management Ltd. | 0.18% | Add +2.6% | 126,660 | $31.6M |
| Steward Partners Investment Advisory, LLC | 0.34% | Add +317.5% | 125,181 | $31.3M |
| TL Private Wealth | 15.22% | Add +2.1% | 124,578 | $30.8M |
| BLB&B Advisors, LLC | 1.72% | Reduce -1.7% | 121,957 | $30.5M |
| Glenmede Trust Co. NA | 0.15% | Add +2.8% | 121,898 | $30.5M |
| Conrad Siegel Investment Advisors, Inc. | 8.87% | Reduce -3.3% | 121,365 | $30.3M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +13.9% | 119,258 | $29.8M |
| BCK Partners, Inc. | 15.75% | Reduce -0.2% | 117,792 | $29.4M |
| Fidato Wealth LLC | 26.33% | Reduce -0.1% | 117,540 | $29.4M |
| Atria Wealth Solutions, Inc. | 0.33% | Add +3.1% | 116,572 | $29.1M |
| Associated Banc-Corp | 0.92% | Reduce -0.4% | 116,482 | $29.1M |
| SP Asset Management LLC | 2.63% | Reduce -0.0% | 112,985 | $28.2M |
| Cutler Investment Counsel LLC | 3.76% | Add +6.3% | 112,107 | $28.0M |
| First Manhattan Co. Llc. | 0.09% | Add +2.0% | 112,011 | $28.0M |
| Blankinship & Foster, LLC | 7.29% | Add +1.3% | 111,404 | $27.8M |
| Bouchey Financial Group, Ltd. | 2.71% | Add +3.3% | 110,414 | $27.6M |
| Arax Advisory Partners | 2.91% | Reduce -2.0% | 110,283 | $27.6M |
| Phillips Financial Management, LLC | 2.25% | Reduce -1.6% | 110,073 | $27.5M |
| Wealthquest Corp | 2.83% | Add +0.0% | 105,515 | $26.4M |
| Dechtman Wealth Management, LLC | 6.14% | Add +2.6% | 105,305 | $26.3M |
| DT Investment Partners, LLC | 2.65% | Add +4.7% | 104,983 | $26.2M |
| Ashton Thomas Private Wealth, LLC | 1.48% | Add +1.3% | 103,605 | $25.9M |
| Cranbrook Wealth Management, LLC | 6.51% | Reduce -0.6% | 102,996 | $25.7M |
| Lwmg, LLC | 5.90% | Add +3.8% | 102,311 | $25.6M |
| Whittier Trust Co. | 0.37% | Reduce -1.8% | 100,791 | $25.2M |
| KFA Private Wealth Group, LLC | 7.69% | Add +3.5% | 99,178 | $24.8M |
| Fiducient Advisors LLC | 4.88% | Add +8.7% | 98,645 | $24.6M |
| Axiom Financial Strategies, LLC | 15.55% | Reduce -1.6% | 97,733 | $24.4M |
| HB Wealth Management, LLC | 0.31% | Reduce -5.0% | 97,640 | $24.4M |
| Nicolet Advisory Services, LLC | 2.47% | Reduce -7.6% | 98,494 | $24.4M |
| St Germain D J Co. Inc. | 1.19% | Reduce -2.2% | 97,260 | $24.3M |
| AMG National Trust Bank | 0.70% | Reduce -3.2% | 96,213 | $24.0M |
| Consilio Wealth Advisors, LLC | 11.20% | Reduce -0.8% | 95,732 | $23.9M |
| Performa Ltd (US), LLC | 10.48% | Add +1.5% | 95,289 | $23.8M |
| Northern Trust Corp. | 0.00% | Add +5.8% | 95,250 | $23.8M |
| Pure Financial Advisors, LLC | 0.74% | Add +0.7% | 95,122 | $23.8M |
| Condor Capital Management | 2.31% | Add +12.0% | 94,635 | $23.6M |
| Wolff Financial Management LLC | 6.77% | Reduce -0.4% | 92,942 | $23.2M |
| Searcy Financial Services Inc. | 11.76% | Add +1.2% | 92,479 | $23.1M |
| Blair William & Co. | 0.07% | Add +3.4% | 92,326 | $23.1M |
| Full Sail Capital, LLC | 1.60% | Reduce -0.1% | 91,933 | $23.0M |
| Concourse Financial Group Securities, Inc. | 1.47% | Reduce -8.3% | 90,938 | $22.7M |
| MAI Capital Management | 0.23% | Add +44.9% | 89,754 | $22.4M |
| SOL Capital Management CO | 2.82% | Add +0.9% | 89,680 | $22.4M |
| Empower Advisory Group, LLC | 0.08% | Reduce -3.7% | 89,256 | $22.3M |
| Round Rock Advisors LLC | 5.31% | Reduce -2.3% | 88,700 | $22.2M |
| Woodmont Investment Counsel LLC | 1.85% | Add +0.0% | 88,138 | $22.0M |
| Whittier Trust Co. of Nevada Inc. | 0.63% | Add +2.0% | 87,220 | $21.8M |
| ProVise Management Group, LLC | 1.88% | Reduce -9.2% | 86,783 | $21.7M |
| Wesbanco Bank Inc. | 0.82% | Add +5.1% | 86,423 | $21.6M |
| Simmons Bank | 1.62% | Reduce 0.0% | 86,154 | $21.5M |
| Brown Advisory Inc. | 0.03% | Reduce -5.8% | 83,994 | $21.0M |
| American Financial Advisors, LLC | 2.94% | Add +0.6% | 83,427 | $20.8M |
| Mesirow Financial Investment Management, Inc. | 0.47% | Add +2.6% | 82,894 | $20.7M |
| Wooster Corthell Wealth Management, Inc. | 4.74% | Reduce -2.2% | 82,894 | $20.7M |
| FIDELIS iM, LLC | 10.36% | Add +1.0% | 82,561 | $20.6M |
| Avantax Advisory Services, Inc. | 0.18% | Reduce -19.6% | 82,479 | $20.6M |
| Raymond James Trust N.A. | 0.50% | Add +3.1% | 82,088 | $20.5M |
| Glenview Trust Co | 0.44% | Add +0.1% | 81,749 | $20.4M |
| Transamerica Financial Advisors, LLC | 2.05% | New | 80,711 | $20.2M |
| Integrated Wealth Concepts LLC | 0.28% | Add +1.2% | 78,548 | $19.6M |
| Pathway Financial Advisors LLC | 5.30% | Add +1.4% | 78,413 | $19.6M |
| Stephens Inc. | 0.30% | Reduce -0.0% | 77,762 | $19.4M |
| Berkshire Asset Management LLC | 1.02% | Add +1.7% | 76,976 | $19.2M |
| Lincoln National Corp. | 0.30% | Reduce -9.8% | 76,654 | $19.2M |
| Founders Financial Securities LLC | 1.95% | Reduce -9.5% | 74,464 | $18.6M |
| Exencial Wealth Advisors, LLC | 0.69% | Add +0.6% | 73,534 | $18.4M |
| Prio Wealth Limited Partnership | 0.53% | Add +12.7% | 73,192 | $18.3M |
| Horizon Investments, LLC | 0.48% | Reduce -9.4% | 72,995 | $18.2M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Reduce -7.3% | 72,552 | $18.1M |
| Pine Ridge Advisers LLC | 2.09% | Add +2.0% | 71,679 | $17.9M |
| Whitegate Investment Counselors, Inc. | 4.99% | Add +0.6% | 70,899 | $17.7M |
| First Horizon Advisors, Inc. | 0.54% | Reduce -1.7% | 69,882 | $17.5M |
| Wealthspire Retirement, LLC | 1.50% | Add +7.8% | 69,826 | $17.4M |
| Marietta Wealth Management, LLC | 2.88% | Add +0.6% | 69,753 | $17.4M |
| Praetorian Wealth Management, Inc. | 4.65% | Reduce -0.7% | 69,657 | $17.4M |
| Heritage Investors Management Corp. | 0.61% | Reduce -0.5% | 69,166 | $17.3M |
| Pinnacle Financial Partners Inc | 0.37% | Reduce -1.9% | 68,638 | $17.1M |
| Northeast Investment Management | 0.84% | Add +1.1% | 68,625 | $17.1M |
| Kellett Wealth Advisors, LLC | 11.86% | Add +8.9% | 68,579 | $17.1M |
| Salem Investment Counselors Inc. | 0.56% | Add +1.5% | 68,232 | $17.0M |
| Lido Advisors, LLC | 0.15% | Add +6.4% | 67,717 | $16.9M |
| GeoWealth Management, LLC | 0.65% | Add +2256.4% | 67,274 | $16.8M |
| Bokf, NA | 0.31% | Add +1.4% | 67,541 | $16.8M |
| AJ Advisors, LLC | 9.13% | Add +4.7% | 66,223 | $16.5M |
| Von Berge Wealth Management Group, LLC | 10.53% | Add +16.9% | 65,508 | $16.4M |
| Retirement Financial Solutions, LLC | 8.28% | Add +10.1% | 64,473 | $16.1M |
| Ballentine Partners, LLC | 0.30% | No change | 63,958 | $16.0M |
| Sage Rhino Capital LLC | 3.77% | Reduce -0.3% | 63,941 | $16.0M |
| Cadence Bank | 1.15% | Add +4.6% | 63,201 | $15.8M |
| Single Point Partners, LLC | 3.66% | Reduce -0.9% | 63,041 | $15.8M |
| Twele Capital Management, Inc. | 3.55% | Reduce -0.0% | 62,857 | $15.7M |
| Tectonic Advisors LLC | 1.20% | Add +0.2% | 62,744 | $15.7M |
| Patriot Investment Management Group, Inc. | 1.23% | Reduce -17.6% | 62,242 | $15.6M |
| GDS Wealth Management | 1.81% | Add +2.5% | 61,852 | $15.5M |
| Veracity Capital LLC | 6.00% | New | 61,820 | $15.4M |
| Tarbox Family Office, Inc. | 2.71% | Reduce -0.2% | 61,765 | $15.4M |
| Sierra Capital LLC | 2.02% | Add +0.1% | 61,714 | $15.4M |
| Montag A & Associates Inc. | 0.77% | No change | 61,540 | $15.4M |
| Advantage Trust Co | 11.31% | Reduce -1.6% | 61,379 | $15.3M |
| Baltimore-Washington Financial Advisors, Inc. | 0.97% | Reduce -0.7% | 61,368 | $15.3M |
| Meridian Management Co. | 4.14% | Reduce -1.3% | 60,606 | $15.1M |
| Abbrea Capital, LLC | 1.99% | Add +5.3% | 60,568 | $15.1M |
| Parallel Advisors, LLC | 0.41% | Reduce -3.6% | 60,408 | $15.1M |
| Advisory Services & Investments, LLC | 10.38% | Add +4.3% | 60,213 | $15.0M |
| Staley Capital Advisers Inc. | 0.70% | Reduce -1.2% | 59,987 | $15.0M |
| Prudent Investors Network, Inc. | 5.64% | — | 59,822 | $14.9M |
| Oppenheimer & Co. Inc. | 0.25% | Add +5.9% | 59,626 | $14.9M |
| Nations Financial Group Inc, /Ia/ | 1.24% | Reduce -4.6% | 58,911 | $14.7M |
| NORTHSTAR ASSET MANAGEMENT Co | 3.60% | Reduce -0.5% | 58,499 | $14.6M |
| Trust Co of the South | 3.37% | Add +40.8% | 58,449 | $14.6M |
| TD Waterhouse Canada Inc. | 0.11% | Add +10.2% | 58,709 | $14.6M |
| Marshall Financial Group Inc. | 4.81% | Add +1.2% | 58,375 | $14.6M |
| D.A. Davidson & Co. | 0.13% | Add +6.4% | 58,344 | $14.6M |
| Riverview Capital Advisers, LLC | 5.00% | Add +1.5% | 58,148 | $14.5M |
| Intrust Bank NA | 1.55% | Reduce -2.4% | 58,053 | $14.5M |
| TrueWealth Financial Partners | 10.06% | Add +1.9% | 57,392 | $14.3M |
| Crane Advisory, LLC | 2.87% | Add +9.1% | 58,406 | $14.2M |
| Ameritas Advisory Services, LLC | 0.58% | Add +7.7% | 56,902 | $14.1M |
| Frisch Financial Group, Inc. | 4.66% | Add +2.6% | 56,256 | $14.0M |
| Great Valley Advisor Group, Inc. | 0.43% | Add +7.1% | 56,164 | $14.0M |
| Annapolis Financial Services, LLC | 4.61% | Reduce -15.1% | 56,001 | $14.0M |
| Johnson Bixby & Associates, LLC | 2.39% | Add +2351.0% | 55,000 | $13.7M |
| Investments & Financial Planning, LLC | 9.28% | Add +1.5% | 54,172 | $13.5M |
| Core Wealth Advisors, Inc. | 4.55% | Add +6.4% | 53,586 | $13.4M |
| Benjamin F. Edwards & Company, Inc. | 0.24% | Reduce -5.8% | 53,393 | $13.3M |
| Fee-Only Financial Planning, L.C. | 8.99% | Reduce -1.1% | 53,298 | $13.3M |
| Exchange Traded Concepts, LLC | 0.34% | Reduce -47.7% | 53,286 | $13.3M |
| Avidian Wealth Enterprises, LLC | 0.71% | Reduce -7.1% | 53,268 | $13.3M |
| Roof Eidam Maycock Peralta, LLC | 3.65% | Reduce -0.0% | 53,201 | $13.3M |
| Towneley Capital Management, Inc / DE | 3.22% | Reduce -0.3% | 52,368 | $13.1M |
| Zhang Financial LLC | 0.97% | Add +13.7% | 52,237 | $13.1M |
| Carnegie Investment Counsel | 0.41% | Add +5.0% | 52,117 | $13.0M |
| Geller Advisors LLC | 1.04% | No change | 51,136 | $12.8M |
| Alliancebernstein L.P. | 0.00% | Add +0.8% | 50,939 | $12.7M |
| Ruggaard & Associates LLC | 6.04% | Add +4.3% | 50,812 | $12.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.32% | Add +19.2% | 50,656 | $12.7M |
| Mitchell McLeod Pugh & Williams Inc. | 3.04% | Add +18.4% | 50,552 | $12.6M |
| Brand Asset Management Group, Inc. | 5.43% | Reduce -1.0% | 50,551 | $12.6M |
| Legend Financial Advisors, Inc. | 9.14% | Add +3.6% | 50,494 | $12.6M |
| Wellington Wealth Strategies, LLC. | 5.84% | New | 50,258 | $12.6M |
| Kiely Wealth Advisory Group, Inc. | 7.14% | Add +2.1% | 51,855 | $12.5M |
| Fidelis Capital Partners, LLC | 1.90% | Add +24.2% | 49,959 | $12.5M |
| National Bank of Canada | 0.02% | Add +921.2% | 50,173 | $12.3M |
| Jackson, Grant Investment Advisers, Inc. | 5.05% | Reduce -2.4% | 49,275 | $12.3M |
| US Financial Advisors, LLC | 4.26% | Add +2.1% | 49,254 | $12.3M |
| TD Private Client Wealth LLC | 0.40% | Add +3.0% | 48,826 | $12.2M |
| SageView Advisory Group, LLC | 0.62% | Add +1948.3% | 158,274 | $12.2M |
| Hillman Co. | 5.63% | Add +136.2% | 48,319 | $12.1M |
| Whelan Financial | 5.50% | Reduce -3.2% | 48,208 | $12.0M |
| jvl associates llc | 4.96% | Reduce -0.0% | 48,183 | $12.0M |
| Stratos Wealth Partners, LTD. | 0.20% | Reduce -12.3% | 48,167 | $12.0M |
| Gemmer Asset Management LLC | 1.39% | Reduce -1.0% | 47,818 | $11.9M |
| Iron Horse Wealth Management, LLC | 4.72% | Add +4.2% | 47,697 | $11.9M |
| Caprock Group, LLC | 0.68% | Add +11.4% | 47,576 | $11.9M |
| Manchester Capital Management LLC | 1.46% | Add +1.1% | 47,450 | $11.9M |
| Grey Fox Wealth Advisors, LLC | 4.46% | Add +10.8% | 47,441 | $11.9M |
| DORVAL Corp | 5.47% | Add +0.3% | 49,128 | $11.8M |
| First National Corp. /Ma/ | 2.89% | No change | 50,460 | $11.7M |
| Cordgrass Capital Advisors, LLC | 3.62% | Add +41.0% | 46,496 | $11.6M |
| Capital Planning LLC | 3.77% | Add +7.3% | 46,200 | $11.5M |
| Noble Family Wealth, LLC | 3.28% | Reduce -6.7% | 46,084 | $11.5M |
| Principal Securities, Inc. | 0.36% | Reduce -12.4% | 46,065 | $11.5M |
| Horizons Wealth Management | 7.54% | No change | 49,440 | $11.5M |
| Lowe Brockenbrough & Co. Inc. | 0.78% | Reduce -1.4% | 45,998 | $11.5M |
| LBMC Investment Advisors, LLC | 0.99% | Reduce -3.4% | 45,689 | $11.4M |
| Arkadios Wealth Advisors | 0.88% | Add +8.5% | 45,473 | $11.4M |
| Dynamic Advisor Solutions LLC | 0.38% | Reduce -0.8% | 45,221 | $11.3M |
| Anderson Hoagland & Co. | 1.26% | Reduce -2.0% | 46,023 | $11.2M |
| Fischer Investment Strategies, LLC | 9.77% | New | 44,718 | $11.2M |
| Merit Financial Group, LLC | 0.27% | Add +312.1% | 46,098 | $11.1M |
| Bank of New Hampshire | 2.91% | Reduce -0.6% | 44,372 | $11.1M |
| Arkos Global Advisors | 1.84% | Reduce -2.2% | 44,200 | $11.0M |
| TriaGen Wealth Management LLC | 4.57% | Add +9.6% | 44,129 | $11.0M |
| KMG Fiduciary Partners, LLC | 1.14% | Add +0.7% | 43,905 | $11.0M |
| Red Wave Investments LLC | 4.11% | Reduce -4.8% | 43,813 | $10.9M |
| McNaughton Wealth Management, LLC | 6.07% | Add +1.2% | 43,799 | $10.9M |
| Ironsides Asset Advisors, LLC | 3.75% | Add +6.7% | 43,754 | $10.9M |
| Graypoint LLC | 0.78% | Add +3.2% | 43,338 | $10.8M |
| TruWealth Advisors, LLC | 0.75% | Add +0.3% | 43,265 | $10.8M |
| Capital Investment Advisory Services, LLC | 1.15% | Reduce -5.5% | 43,076 | $10.8M |
| Sandy Cove Advisors, LLC | 4.95% | Add +3.3% | 42,960 | $10.7M |
| Pinnacle Associates Ltd. | 0.17% | Add +0.3% | 42,923 | $10.7M |
| Ancora Advisors LLC | 0.24% | Add +8.9% | 42,519 | $10.6M |
| Avion Wealth | 2.83% | Reduce -3.7% | 42,143 | $10.5M |
| Wealthcare Advisory Partners LLC | 0.34% | Add +7.1% | 42,099 | $10.5M |
| Summit Financial, LLC | 0.62% | Add +6.8% | 41,931 | $10.5M |
| Sebold Capital Management, Inc. | 7.05% | Add +4.8% | 41,785 | $10.4M |
| Ameraudi Asset Management, Inc. | 4.78% | Reduce -4.4% | 41,104 | $10.3M |
| Per Stirling Capital Management, LLC. | 1.71% | Add +6.2% | 40,956 | $10.2M |
| M Holdings Securities, Inc. | 1.71% | Add +9.3% | 40,740 | $10.2M |
| Rossmore Private Capital | 1.32% | Add +0.4% | 40,459 | $10.1M |
| Platte River Wealth Advisors, LLC | 2.87% | Add +1.6% | 40,322 | $10.1M |
| Custos Family Office, LLC | 5.17% | Add +0.2% | 40,116 | $10.0M |
| SWP Financial LLC | 7.02% | Add +1.2% | 40,253 | $10.0M |
| Greytown Advisors Inc. | 5.61% | Reduce -5.3% | 39,896 | $10.0M |
| Traction Financial Partners, LLC | 7.73% | Add +18.2% | 40,278 | $9.9M |
| Gratus Wealth Advisors, LLC | 1.81% | Reduce -46.4% | 41,883 | $9.8M |
| Aries Wealth Management | 3.15% | Add +2.9% | 39,062 | $9.8M |
| EnRich Financial Partners LLC | 3.60% | Add +15.8% | 38,486 | $9.6M |
| Hoylecohen, LLC | 0.73% | Add +0.3% | 38,214 | $9.5M |
| Prime Capital Investment Advisors, LLC | 0.13% | Add +9.6% | 38,176 | $9.5M |
| Sepio Capital, LP | 0.82% | Add +4.0% | 38,169 | $9.5M |
| Cook Wealth, LLC | 5.72% | Add +5.8% | 39,700 | $9.5M |
| David Kennon Inc | 4.05% | Reduce -9.8% | 37,912 | $9.5M |
| Asset Management Group, Inc. | 1.44% | Add +0.7% | 37,848 | $9.5M |
| Commerce Bank | 0.06% | Add +36.8% | 37,733 | $9.4M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 3.89% | Add +4.9% | 37,709 | $9.4M |
| WNY Asset Management, LLC | 1.43% | Add +0.8% | 37,583 | $9.4M |
| Vanguard Group Inc. | 0.00% | Add +42.9% | 37,569 | $9.4M |
| Hall Capital Management Co. Inc. | 4.63% | Add +0.0% | 37,531 | $9.4M |
| Financial Futures Ltd Liability Co. | 6.08% | Add +7.1% | 36,693 | $9.2M |
| Curi Capital, LLC | 0.21% | Add +9.1% | 36,457 | $9.1M |
| Houlihan Financial Resource Group, Ltd. | 4.07% | Reduce -0.6% | 36,316 | $9.1M |
| Franklin Resources Inc. | 0.00% | Add +8.8% | 36,306 | $9.1M |
| McClarren Financial Advisors, Inc. | 6.46% | Add +0.4% | 35,998 | $9.0M |
| 4Thought Financial Group Inc. | 5.89% | Add +20.2% | 35,845 | $9.0M |
| PDS Planning, Inc | 0.94% | Add +1.2% | 35,674 | $8.9M |
| Sfm, LLC | 6.81% | Reduce -4.5% | 35,670 | $8.9M |
| Scott Capital Advisors, LLC | 2.70% | Add +1.1% | 35,907 | $8.9M |
| Acropolis Investment Management, LLC | 0.58% | Reduce -5.6% | 35,489 | $8.9M |
| Bailard, Inc. | 0.24% | Add +2.0% | 35,475 | $8.9M |
| Wells Financial Advisors INC | 5.99% | Reduce -1.0% | 35,208 | $8.8M |
| Beacon Financial Strategies CORP | 6.33% | Add +1.1% | 35,167 | $8.8M |
| Choreo, LLC | 0.22% | Reduce -7.0% | 34,994 | $8.7M |
| Towerpoint Wealth, LLC | 4.36% | Add +2.8% | 34,704 | $8.7M |
| TD Capital Management LLC | 0.92% | Add +0.1% | 34,662 | $8.7M |
| Prospera Financial Services Inc | 0.26% | Add +8.5% | 34,610 | $8.7M |
| Dakota Wealth Management | 0.22% | Add +4.5% | 34,591 | $8.6M |
| Buckingham Strategic Wealth, LLC | 0.09% | Add +0.9% | 34,478 | $8.6M |
| Smith & Howard Wealth Management, LLC | 2.66% | Reduce -4.4% | 34,431 | $8.6M |
| Royal Fund Management, LLC | 0.99% | Add +0.7% | 34,402 | $8.6M |
| ForthRight Wealth Management, LLC | 3.09% | Add +2.2% | 34,413 | $8.6M |
| Gray Wealth Management Inc. | 3.82% | Add +1.5% | 34,257 | $8.6M |
| RKL Wealth Management LLC | 0.84% | Add +0.3% | 33,932 | $8.5M |
| Wedmont Private Capital | 0.62% | Add +1.3% | 34,267 | $8.5M |
| JDM Financial Group LLC | 6.16% | Add +10.3% | 33,790 | $8.4M |
| Keybank National Association | 0.03% | Reduce -1.8% | 33,761 | $8.4M |
| Aspire Capital Advisors LLC | 2.82% | Reduce -13.0% | 33,566 | $8.4M |
| Texas Yale Capital Corp. | 0.37% | Add +0.3% | 33,381 | $8.3M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.85% | Reduce -1.4% | 33,195 | $8.3M |
| J.W. Cole Advisors, Inc. | 0.42% | Reduce -12.8% | 33,250 | $8.3M |
| Bradley Foster & Sargent Inc. | 0.15% | Add +0.5% | 33,017 | $8.2M |
| New Insight Wealth Advisors | 5.14% | Add +24.2% | 32,975 | $8.2M |
| B. Riley Wealth Advisors, Inc. | 0.22% | Add +2.7% | 39,544 | $8.2M |
| Evermay Wealth Management LLC | 1.24% | Reduce -0.3% | 32,859 | $8.2M |
| Verus Financial Partners, Inc. | 0.96% | Reduce -0.0% | 32,760 | $8.2M |
| First Bancorp, Inc | 6.18% | Reduce -3.3% | 32,688 | $8.2M |
| Drive Wealth Management, LLC | 2.29% | Add +21.3% | 32,649 | $8.2M |
| Family Investment Center, Inc. | 2.63% | Reduce -15.3% | 32,646 | $8.2M |
| Valmark Advisers, Inc. | 0.14% | Add +1.7% | 32,633 | $8.2M |
| CRA Financial Services, LLC | 1.77% | Add +8.2% | 32,580 | $8.1M |
| Sand Hill Global Advisors, LLC | 0.38% | Reduce -0.7% | 32,457 | $8.1M |
| Silverleafe Capital Partners, LLC | 3.31% | New | 32,257 | $8.1M |
| Principle Wealth Partners LLC | 0.63% | Add +0.3% | 32,253 | $8.1M |
| Texas Capital Bank Wealth Management Services Inc | 0.87% | Reduce -4.7% | 31,818 | $8.0M |
| M&T Bank Corp | 0.03% | Reduce -12.6% | 31,759 | $7.9M |
| Roundview Capital LLC | 0.65% | Add +5.1% | 31,758 | $7.9M |
| JNBA Financial Advisors | 0.83% | Reduce -2.2% | 31,588 | $7.9M |
| Waller Financial Planning Group, Inc. | 2.10% | Reduce -2.9% | 31,584 | $7.9M |
| EP Wealth Advisors, LLC | 0.09% | Add +54.6% | 31,557 | $7.9M |
| Cozad Asset Management Inc. | 0.82% | Add +3.5% | 31,522 | $7.9M |
| Prosperitas Financial LLC | 5.02% | Add +12.6% | 31,336 | $7.8M |
| Headinvest, LLC | 1.52% | Reduce -0.3% | 31,258 | $7.8M |
| Black Diamond Financial, LLC | 2.10% | No change | 33,355 | $7.8M |
| Sage Financial Group Inc. | 0.70% | Reduce -3.9% | 30,983 | $7.7M |
| Sowell Financial Services LLC | 0.36% | Reduce -11.7% | 30,704 | $7.7M |
| Wescott Financial Advisory Group, LLC | 0.95% | Reduce -6.5% | 30,691 | $7.7M |
| OneDigital Investment Advisors LLC | 0.12% | Reduce -6.2% | 30,507 | $7.6M |
| Financial Management Professionals, Inc. | 1.12% | Add +2.1% | 30,456 | $7.6M |
| O'Connor Financial Group LLC | 4.53% | Add +191.5% | 30,446 | $7.6M |
| Avior Wealth Management, LLC | 0.35% | Add +8.5% | 32,344 | $7.6M |
| Addis & Hill, Inc | 6.44% | Add +0.0% | 30,577 | $7.5M |
| Nikulski Financial, Inc. | 2.49% | Add +2.8% | 30,029 | $7.5M |
| Wheelhouse Advisory Group LLC | 5.76% | Add +11.5% | 30,017 | $7.5M |
| Elevation Wealth Partners, LLC | 3.74% | Add +7.5% | 30,001 | $7.5M |
| Chesley Taft & Associates LLC | 0.38% | Add +2.0% | 29,905 | $7.5M |
| Apella Capital, LLC | 0.38% | Add +25.3% | 30,184 | $7.5M |
| Caldwell Trust Co | 0.87% | Add +0.7% | 29,872 | $7.5M |
| FLC Capital Advisors | 1.89% | Add +0.5% | 29,870 | $7.5M |
| Almanack Investment Partners, LLC. | 1.27% | Add +6.2% | 29,838 | $7.5M |
| Stratos Wealth Advisors, LLC | 0.44% | Add +3.6% | 29,637 | $7.4M |
| Private Advisory Group LLC | 1.06% | Add +22.6% | 29,621 | $7.4M |
| Citigroup Inc. | 0.01% | Add +46.0% | 29,536 | $7.4M |
| 1900 Wealth Management LLC | 0.67% | Add +0.5% | 29,538 | $7.4M |
| Perigon Wealth Management, LLC | 0.22% | Add +3.1% | 29,450 | $7.4M |
| Swisher Financial Concepts, Inc. | 6.39% | Add +4.1% | 30,153 | $7.3M |
| Concurrent Investment Advisors, LLC | 0.30% | Add +1.6% | 29,140 | $7.3M |
| Crestwood Advisors Group, LLC | 0.16% | Add +6.8% | 29,003 | $7.2M |
| Quest Investment Management LLC | 0.81% | Add +0.8% | 28,979 | $7.2M |
| Waverly Advisors, LLC | 0.17% | Add +10.6% | 28,877 | $7.2M |
| Zuckerman Investment Group, LLC | 0.83% | Add +10.9% | 28,871 | $7.2M |
| Visionary Wealth Advisors | 0.49% | Add +0.5% | 28,842 | $7.2M |
| Blackston Financial Advisory Group, LLC | 4.76% | Reduce -0.1% | 28,707 | $7.2M |
| Daymark Wealth Partners, LLC | 0.39% | Add +11.7% | 28,670 | $7.2M |
| Tsfg, LLC | 1.81% | Add +24.7% | 28,656 | $7.2M |
| Sawgrass Asset Management LLC | 0.78% | No change | 28,640 | $7.2M |
| Optas, LLC | 1.95% | Add +41.2% | 28,601 | $7.1M |
| Spire Wealth Management | 0.13% | Add +443.8% | 27,980 | $7.0M |
| Benchmark Financial Wealth Advisors, LLC | 2.66% | Reduce -2.1% | 27,852 | $7.0M |
| Savant Capital, LLC | 0.08% | Reduce -5.1% | 27,732 | $6.9M |
| Global Retirement Partners, LLC | 0.26% | Reduce -4.8% | 27,587 | $6.9M |
| Elwood & Goetz Wealth Advisory Group, LLC | 1.67% | Add +1.3% | 27,537 | $6.9M |
| Prudential Financial Inc. | 0.01% | Add +26.3% | 27,527 | $6.9M |
| Warner Financial, Inc. | 3.44% | Add +2.5% | 27,438 | $6.9M |
| Sigma Planning Corp | 0.22% | Add +139.5% | 27,409 | $6.8M |
| Howe & Rusling Inc. | 0.65% | Reduce -19.7% | 27,270 | $6.8M |
| Meridian Wealth Advisors, LLC | 1.28% | Add +4.1% | 27,268 | $6.8M |
| Ausdal Financial Partners, Inc. | 0.79% | Add +14.0% | 27,090 | $6.8M |
| Caliber Wealth Management, LLC | 3.57% | Add +4.0% | 26,873 | $6.7M |
| Mgo One Seven LLC | 0.35% | Add +17.0% | 26,655 | $6.7M |
| Integrated Advisors Network LLC | 0.34% | Add +1.4% | 26,634 | $6.7M |
| Kestra Private Wealth Services, LLC | 0.15% | Reduce -4.4% | 26,526 | $6.6M |
| Cary Street Partners Investment Advisory LLC | 0.28% | Add +16.9% | 26,485 | $6.6M |
| United Bank | 0.79% | Add +8.4% | 26,445 | $6.6M |
| MorganRosel Wealth Management, LLC | 2.35% | Add +6.3% | 26,408 | $6.6M |
| Kathleen S. Wright Associates Inc. | 3.09% | Add +2.8% | 26,254 | $6.6M |
| CoreCap Advisors, LLC | 0.35% | Reduce -48.6% | 26,218 | $6.6M |
| Moneco Advisors, LLC | 1.04% | Add +11.1% | 26,126 | $6.5M |
| NorthCoast Asset Management LLC | 0.08% | Add +9.3% | 26,041 | $6.5M |
| XML Financial, LLC | 0.66% | Add +1.1% | 25,962 | $6.5M |
| Gill Capital Partners, LLC | 2.61% | Add +11.1% | 27,135 | $6.5M |
| Cornerstone Advisory, LLC | 0.92% | Add +64.0% | 25,812 | $6.4M |
| WMS Partners, LLC | 0.44% | Reduce -1.1% | 25,785 | $6.4M |
| Brighton Jones LLC | 0.23% | Add +1.2% | 25,716 | $6.4M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -17.5% | 25,691 | $6.4M |
| Randall & Associates Wealth Management | 5.79% | Reduce -37.5% | 25,659 | $6.4M |
| Northcape Wealth Management, LLC | 2.33% | Reduce -2.7% | 25,576 | $6.4M |
| Steph & Co. | 2.19% | Add +3.2% | 25,507 | $6.4M |
| Cypress Wealth Services, LLC | 1.47% | Reduce -1.1% | 25,283 | $6.3M |
| Harbor Advisory Corp. | 2.15% | Add +0.2% | 25,281 | $6.3M |
| PAX Financial Group, LLC | 1.26% | Reduce -5.4% | 25,171 | $6.3M |
| Shufro Rose & Co. LLC | 0.52% | Reduce -55.4% | 25,053 | $6.3M |
| Aveo Capital Partners, LLC | 0.68% | Add +8.3% | 25,945 | $6.3M |
| Simplex Trading, LLC | 0.18% | Add +72.0% | 25,015 | $6.3M |
| Cahill Financial Advisors Inc. | 0.85% | Add +0.9% | 24,972 | $6.2M |
| WASHINGTON TRUST Co | 0.23% | Add +3.4% | 24,941 | $6.2M |
| First National Bank Sioux Falls | 3.40% | Add +9.8% | 24,899 | $6.2M |
| One Capital Management, LLC | 0.23% | Add +0.9% | 24,822 | $6.2M |
| Focus Partners Advisor Solutions, LLC | 0.18% | Add +22.9% | 24,661 | $6.2M |
| Principal Financial Group Inc. | 0.00% | Reduce -42.8% | 24,479 | $6.1M |
| Bristlecone Advisors, LLC | 0.53% | Add +13.5% | 24,293 | $6.1M |
| Goldstone Financial Group, LLC | 1.39% | Add +7.3% | 24,289 | $6.1M |
| Grove Bank & Trust | 1.02% | Add +3.6% | 24,274 | $6.1M |
| Benedetti & Gucer, Inc. | 3.01% | Add +3.6% | 24,219 | $6.1M |
| Cascade Financial Partners, LLC | 0.86% | — | 24,942 | $6.0M |
| Horizon Family Wealth, Inc. | 4.61% | Reduce -47.8% | 23,941 | $6.0M |
| First PREMIER Bank | 1.58% | Add +3.2% | 23,843 | $6.0M |
| Johnson Investment Counsel Inc. | 0.06% | Add +2.7% | 23,650 | $5.9M |
| Forum Private Client Group LLC | 2.85% | Add +3.4% | 23,587 | $5.9M |
| First Merchants Corp. | 0.44% | Reduce -1.6% | 23,495 | $5.9M |
| Culbertson A N & Co. Inc. | 1.01% | Add +0.1% | 23,480 | $5.9M |
| Farrell Financial LLC | 4.76% | Add +5.3% | 23,264 | $5.8M |
| Centurion Wealth Management LLC | 2.29% | New | 23,217 | $5.8M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -2.4% | 22,945 | $5.7M |
| Parsons Capital Management Inc. | 0.39% | Add +3.6% | 22,861 | $5.7M |
| Mystic Asset Management, Inc. | 2.35% | Reduce -0.3% | 22,737 | $5.7M |
| Walkner Condon Financial Advisors LLC | 1.20% | Reduce -1.1% | 22,725 | $5.7M |
| Advisory Services Network, LLC | 0.13% | Add +10.8% | 22,675 | $5.7M |
| Capital Insight Partners, LLC | 1.06% | Add +4.7% | 22,652 | $5.7M |
| Fortitude Family Office, LLC | 3.77% | Add +35.6% | 22,458 | $5.6M |
| Essex Financial Services, Inc. | 0.52% | Add +2.4% | 22,349 | $5.6M |
| Gladstone Institutional Advisory LLC | 0.31% | Reduce -1.1% | 22,277 | $5.6M |
| Synovus Financial Corp. | 0.07% | Reduce -1.8% | 22,182 | $5.5M |
| Beirne Wealth Consulting Services, LLC | 2.34% | Add +585.5% | 22,061 | $5.5M |
| MBL Wealth, LLC | 0.63% | Add +21.9% | 22,013 | $5.5M |
| Retirement Income Solutions, Inc. | 1.24% | Reduce -2.2% | 21,956 | $5.5M |
| Lokken Investment Group LLC | 2.73% | Add +4.1% | 21,931 | $5.5M |
| Kingsview Wealth Management, LLC | 0.14% | Add +40.8% | 21,739 | $5.4M |
| Bernardo Wealth Planning LLC | 1.51% | Add +27.2% | 21,725 | $5.4M |
| Mutual Advisors, LLC | 0.17% | Reduce -6.8% | 21,708 | $5.4M |
| Fonville Wealth Management LLC | 2.40% | Add +10.2% | 21,692 | $5.4M |
| Bartlett & Co. Wealth Management LLC | 0.08% | Reduce -0.7% | 21,572 | $5.4M |
| Algorithmic Investment Models, LLC | 3.90% | Reduce -10.1% | 21,223 | $5.3M |
| James J. Burns & Company, LLC | 1.85% | Reduce -28.4% | 21,542 | $5.3M |
| Ziegler Capital Management, LLC | 0.20% | Add +1.4% | 21,162 | $5.3M |
| OneAscent Financial Services LLC | 0.58% | Reduce -7.2% | 20,981 | $5.2M |
| Focus Partners Wealth | 0.04% | Reduce -3.6% | 20,980 | $5.2M |
| Bull Oak Capital, LLC | 3.49% | Add +20942.4% | 20,832 | $5.2M |
| Advisors Capital Management, LLC | 0.09% | Reduce -10.9% | 20,659 | $5.2M |
| Robinswood Financial LLC | 2.19% | Reduce -6.8% | 20,686 | $5.1M |
| Lindbrook Capital, LLC | 0.48% | Reduce -4.7% | 20,520 | $5.1M |
| Spinnaker Trust | 0.33% | Add +7.6% | 20,372 | $5.1M |
| CAP Partners, LLC | 4.49% | Add +1.6% | 20,356 | $5.1M |
| Roger Wittlin Investment Advisory, LLC | 3.54% | Reduce -5.5% | 20,224 | $5.1M |
| Destiny Wealth Partners, LLC | 0.90% | Reduce -1.3% | 20,101 | $5.0M |
| VestGen Investment Management | 1.52% | Reduce -2.8% | 20,031 | $5.0M |
| SVB Wealth LLC | 0.11% | Add +72.3% | 19,996 | $5.0M |
| Regal Investment Advisors LLC | 0.34% | Add +32.6% | 19,925 | $5.0M |
| Kendall Capital Management | 1.71% | Add +16.7% | 19,889 | $5.0M |
| Continuum Advisory, LLC | 0.74% | Reduce -16.2% | 20,168 | $4.9M |
| CPA Asset Management Group, LLC | 2.75% | Add +4.2% | 19,658 | $4.9M |
| Glass Jacobson Investment Advisors llc | 1.84% | Add +4.9% | 19,584 | $4.9M |
| Stratos Investment Management, LLC | 0.48% | Reduce -3.4% | 19,576 | $4.9M |
| Calamos Wealth Management LLC | 0.28% | No change | 19,428 | $4.9M |
| FinDec Wealth Services, Inc. | 3.05% | Reduce -1.2% | 19,420 | $4.9M |
| Financial Planning & Information Services, Inc. | 0.72% | Reduce -2.2% | 19,309 | $4.8M |
| StoneX Group Inc. | 0.43% | Reduce -0.7% | 19,250 | $4.8M |
| Refined Wealth Management | 3.38% | Add +1.0% | 19,198 | $4.8M |
| Lane & Associates LLC | 3.01% | Reduce -1.7% | 19,136 | $4.8M |
| AAF Wealth Management, LLC | 2.69% | Reduce -33.4% | 19,109 | $4.8M |
| Grant Street Asset Management, Inc. | 1.55% | Add +5.2% | 19,092 | $4.8M |
| BBR Partners, LLC | 0.38% | Reduce -1.0% | 18,948 | $4.7M |
| Acorn Financial Advisory Services Inc. | 0.89% | Reduce -22.7% | 18,926 | $4.7M |
| Benchmark Wealth Management, LLC | 2.57% | Add +4.5% | 18,870 | $4.7M |
| King Wealth Management Group | 0.83% | Add +0.3% | 18,855 | $4.7M |
| BKM Wealth Management, LLC | 2.01% | Add +1.2% | 18,673 | $4.7M |
| Family Legacy, Inc. | 1.68% | Reduce -2.5% | 18,655 | $4.7M |
| Salomon & Ludwin, LLC | 0.40% | No change | 18,651 | $4.7M |
| Bridgewealth Advisory Group, LLC | 2.27% | Add +186.5% | 18,537 | $4.6M |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 6.11% | No change | 18,485 | $4.6M |
| DAVENPORT & Co LLC | 0.03% | Add +2.1% | 18,342 | $4.6M |
| Marquette Associates, Inc. | 3.22% | New | 18,251 | $4.6M |
| Park Avenue Securities LLC | 0.06% | Reduce -1.7% | 18,085 | $4.5M |
| Smith, Moore & Co. | 0.48% | Reduce -3.0% | 18,071 | $4.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.72% | Add +26.3% | 18,058 | $4.5M |
| Shorepoint Capital Partners LLC | 1.10% | Reduce -1.8% | 17,966 | $4.5M |
| WP Advisors, LLC | 1.47% | Add +13.3% | 17,930 | $4.5M |
| Financial Insights, Inc. | 1.29% | Reduce -20.9% | 17,905 | $4.5M |
| Fort Washington Investment Advisors Inc. | 0.03% | Reduce -2.8% | 17,816 | $4.5M |
| Pacific Center for Financial Services | 1.27% | Reduce -1.1% | 17,791 | $4.4M |
| Foster Victor Wealth Advisors, LLC | 0.41% | Reduce -3.9% | 18,238 | $4.4M |
| Meridian Financial Advisors, LLC | 3.31% | Reduce -1.6% | 17,762 | $4.4M |
| Argent Trust Co | 0.20% | Add +2.1% | 17,472 | $4.4M |
| Cedrus LLC | 2.38% | Add +9.6% | 17,408 | $4.3M |
| Gleason Group, Inc. | 0.91% | Reduce -0.1% | 17,342 | $4.3M |
| Atria Investments, Inc | 0.06% | Reduce -18.1% | 17,259 | $4.3M |
| S.A. Mason LLC | 2.54% | Add +0.4% | 16,913 | $4.2M |
| Harbour Investments, Inc. | 0.15% | Add +0.2% | 16,903 | $4.2M |
| Councilor Wealth, LLC | 2.11% | Add +8.3% | 16,887 | $4.2M |
| Strategic Investment Advisors / MI | 0.54% | Add +8.3% | 16,773 | $4.2M |
| Philadelphia Trust Co. | 0.34% | No change | 16,760 | $4.2M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +82.0% | 16,718 | $4.2M |
| REDW Wealth LLC | 1.12% | Reduce -3.0% | 16,683 | $4.2M |
| Gilman Hill Asset Management, LLC | 0.74% | Add +69.0% | 16,612 | $4.2M |
| John W. Brooker & Co., CPAs | 2.21% | Reduce -2.3% | 16,435 | $4.1M |
| Scotia Capital Inc. | 0.02% | Reduce -10.8% | 16,404 | $4.1M |
| Marcum Wealth, LLC | 0.42% | Add +0.6% | 16,392 | $4.1M |
| UMB Bank, n.a. | 0.06% | Reduce -1.1% | 16,350 | $4.1M |
| Motley Fool Wealth Management, LLC | 0.21% | Add +8.2% | 16,256 | $4.1M |
| Sheets Smith Wealth Management | 0.45% | Add +9.4% | 16,233 | $4.1M |
| BCGM Wealth Management, LLC | 1.45% | Reduce -0.2% | 16,208 | $4.0M |
| Legacy Financial Group LLC | 0.82% | Add +1100.7% | 16,174 | $4.0M |
| Gainplan LLC | 1.95% | Add +7.7% | 16,171 | $4.0M |
| Mokosak Advisory Group, LLC | 1.33% | Add +2.9% | 16,158 | $4.0M |
| Beacon Bridge Wealth Partners, LLC | 1.90% | Reduce -10.3% | 16,061 | $4.0M |
| Ellenbecker Investment Group | 0.84% | Reduce -0.8% | 15,995 | $4.0M |
| MAS Advisors LLC | 4.61% | Add +0.3% | 15,975 | $4.0M |
| Hilltop Wealth Advisors, LLC | 2.04% | Reduce -3.2% | 15,972 | $4.0M |
| TrinityPoint Wealth, LLC | 0.66% | Add +19.2% | 15,955 | $4.0M |
| Keystone Financial Group | 0.58% | Add +4.1% | 15,885 | $4.0M |
| Dagco, Inc. | 1.80% | New | 15,847 | $4.0M |
| Armbruster Capital Management, Inc. | 0.84% | No change | 15,787 | $3.9M |
| Evercore Wealth Management, LLC | 0.06% | Reduce -2.7% | 15,664 | $3.9M |
| Composition Wealth, LLC | 0.10% | Reduce -17.1% | 15,629 | $3.9M |
| Petix & Botte Co | 0.97% | Add +100.5% | 15,621 | $3.9M |
| Avestar Capital, LLC | 0.45% | Add +281.0% | 15,618 | $3.9M |
| Berkeley Capital Partners, LLC | 1.18% | Reduce -62.8% | 15,537 | $3.9M |
| Fogel Capital Management, Inc. | 2.28% | Add +0.8% | 16,090 | $3.9M |
| Mather Group, Llc. | 0.06% | No change | 16,636 | $3.9M |
| RFG Advisory, LLC | 0.13% | Reduce -22.3% | 15,329 | $3.8M |
| Wedbush Securities Inc. | 0.14% | Add +22.4% | 15,253 | $3.8M |
| SouthState Bank Corp | 0.30% | Add +2.9% | 15,227 | $3.8M |
| Moisand Fitzgerald Tamayo, LLC | 0.58% | Reduce -0.5% | 15,213 | $3.8M |
| Clayton Financial Group LLC | 1.73% | Add +3.3% | 15,204 | $3.8M |
| MY Wealth Management Inc. | 4.17% | Reduce -31.7% | 15,133 | $3.8M |
| Verus Capital Partners, LLC | 0.42% | Reduce -0.5% | 15,070 | $3.8M |
| White Lighthouse Investment Management Inc. | 0.76% | Add +7.3% | 15,067 | $3.8M |
| Fort Point Capital Partners LLC | 0.51% | Add +26.7% | 15,002 | $3.7M |
| Conservest Capital Advisors, Inc. | 0.38% | Reduce -8.8% | 14,952 | $3.7M |
| Legacy Edge Advisors, LLC | 0.78% | Reduce -0.0% | 14,931 | $3.7M |
| Steward Partners Investment Solutions, LLC | 0.63% | New | 14,908 | $3.7M |
| Alesco Advisors, LLC, An ESL Co | 0.12% | Reduce -0.3% | 14,879 | $3.7M |
| Rockingstone Advisors LLC | 1.91% | Add +8.8% | 14,816 | $3.7M |
| Gradient Capital Advisors, LLC | 1.35% | Reduce -2.4% | 14,735 | $3.7M |
| Guardian Wealth Advisors, LLC / NC | 0.45% | Add +7.9% | 14,719 | $3.7M |
| Fifth Third Securities, Inc. | 0.36% | Add +1.2% | 14,696 | $3.7M |
| First United Bank & Trust | 1.36% | Add +4.5% | 14,670 | $3.7M |
| KCM Investment Advisors LLC | 0.14% | No change | 14,652 | $3.7M |
| Eagle Strategies LLC | 0.81% | Add +4.6% | 14,637 | $3.7M |
| Partners in Financial Planning | 0.81% | Add +0.1% | 14,520 | $3.6M |
| Wilson & Boucher Capital Management, LLC | 2.86% | Add +0.6% | 14,516 | $3.6M |
| Flagship Harbor Advisors, LLC | 0.23% | Add +1.4% | 14,460 | $3.6M |
| Stock Yards Bank & Trust Co. | 0.12% | Reduce -0.7% | 14,394 | $3.6M |
| Hofer & Associates. Inc | 2.99% | Add +4.1% | 14,234 | $3.6M |
| Secure Asset Management, LLC | 0.84% | Add +4.9% | 14,210 | $3.6M |
| Cwm, LLC | 0.02% | Add +1.8% | 14,185 | $3.5M |
| Adapt Wealth Advisors, LLC | 2.51% | — | 14,124 | $3.5M |
| City Holding Co. | 0.53% | Add +0.9% | 14,102 | $3.5M |
| Narus Financial Partners, LLC | 1.49% | Add +10.3% | 13,957 | $3.5M |
| Legacy Advisors, LLC | 0.44% | Add +0.0% | 13,807 | $3.4M |
| Vickerman Investment Advisors, Inc. | 1.11% | Add +0.8% | 13,782 | $3.4M |
| IHT Wealth Management, LLC | 0.14% | Add +21.7% | 13,740 | $3.4M |
| WESCAP Management Group, Inc. | 0.99% | Reduce -2.0% | 13,717 | $3.4M |
| Fermata Advisors, LLC | 0.77% | Reduce -23.9% | 13,678 | $3.4M |
| Vicus Capital | 0.31% | Reduce -2.0% | 13,659 | $3.4M |
| Imprint Wealth LLC | 0.82% | New | 13,677 | $3.4M |
| Legacy PCG, LLC | 2.12% | Reduce -1.2% | 13,545 | $3.4M |
| Alera Investment Advisors, LLC | 0.46% | Add +0.0% | 13,519 | $3.4M |
| Vident Advisory, LLC | 0.07% | No change | 13,362 | $3.3M |
| Omnia Family Wealth, LLC | 1.56% | Reduce -0.0% | 13,352 | $3.3M |
| First Financial Corp. | 1.69% | Reduce -14.5% | 13,326 | $3.3M |
| Retirement Planning Group, LLC | 0.25% | Add +241.4% | 13,321 | $3.3M |
| First National Bank of Omaha | 0.23% | Reduce -0.7% | 12,829 | $3.3M |
| Baron Silver Stevens Financial Advisors, LLC | 0.64% | Add +3.5% | 13,245 | $3.3M |
| Cedar Brook Financial Partners, LLC | 0.65% | Add +2.1% | 13,216 | $3.3M |
| Summit Financial Wealth Advisors, LLC | 0.67% | Add +0.5% | 13,203 | $3.3M |
| GC Wealth Management RIA, LLC | 0.66% | Add +786.0% | 13,193 | $3.3M |
| Brio Consultants, LLC | 0.56% | Reduce -2.3% | 13,193 | $3.3M |
| Greenwich Wealth Management LLC | 0.26% | Add +1.1% | 13,113 | $3.3M |
| Financial Advisory Partners, LLC | 1.25% | Reduce -14.3% | 12,913 | $3.2M |
| Citadel Advisors | 0.00% | Reduce -11.7% | 12,852 | $3.2M |
| SOA Wealth Advisors, LLC. | 0.66% | Add +0.0% | 12,727 | $3.2M |
| Snowden Capital Advisors LLC | 0.10% | Add +19.8% | 12,674 | $3.2M |
| Cornerstone Wealth Management, LLC | 0.26% | Add +1.9% | 12,651 | $3.2M |
| Carmichael Hill & Associates, Inc. | 1.30% | Add +4.6% | 12,644 | $3.2M |
| Silvia McColl Wealth Management, LLC | 2.71% | Reduce -2.9% | 12,950 | $3.2M |
| Bar Harbor Wealth Management | 0.21% | Reduce -1.0% | 12,572 | $3.1M |
| Mayflower Financial Advisors, LLC | 0.52% | Reduce -1.1% | 12,537 | $3.1M |
| IFP Advisors, Inc | 0.14% | Add +0.6% | 12,446 | $3.1M |
| Wealthspan Partners, LLC | 1.82% | Add +13.8% | 12,363 | $3.1M |
| Allen Mooney & Barnes Investment Advisors LLC | 0.59% | Add +0.1% | 12,646 | $3.1M |
| First American Bank | 0.23% | Add +9.0% | 12,232 | $3.1M |
| Retirement Guys Formula LLC | 1.49% | Reduce -6.6% | 12,208 | $3.1M |
| Victory Financial Group, LLC | 1.80% | Reduce -6.5% | 12,201 | $3.0M |
| Badgley Phelps Wealth Managers, LLC | 0.08% | Reduce -4.6% | 12,171 | $3.0M |
| Goelzer Investment Management, Inc. | 0.17% | Reduce -2.0% | 12,125 | $3.0M |
| Alliance Wealth Advisors, LLC | 1.90% | Add +7.2% | 12,048 | $3.0M |
| Dohj, LLC | 0.80% | Reduce -17.7% | 12,023 | $3.0M |
| Capital Advantage, Inc. | 0.61% | New | 12,234 | $3.0M |
| Capital Advisors Wealth Management, LLC | 0.62% | Reduce -24.8% | 11,990 | $3.0M |
| Bank of Marin | 2.63% | No change | 11,975 | $3.0M |
| Koshinski Asset Management, Inc. | 0.31% | Reduce -10.9% | 11,959 | $3.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.32% | Add +2.7% | 11,902 | $3.0M |
| St. Louis Trust Co | 0.46% | Add +41.2% | 12,127 | $3.0M |
| Bridges Investment Management Inc. | 0.09% | No change | 11,829 | $3.0M |
| Main Street Financial Solutions, LLC | 0.32% | Reduce -0.2% | 11,826 | $3.0M |
| NWF Advisory Services Inc. | 0.49% | Add +3.8% | 11,814 | $3.0M |
| Lion Street Advisors, LLC | 1.20% | No change | 12,616 | $2.9M |
| Farther Finance Advisors, LLC | 0.18% | Add +75.8% | 11,777 | $2.9M |
| Arvest Trust Co. N A | 0.17% | Reduce -22.8% | 11,698 | $2.9M |
| Topel & Distasi Wealth Management, LLC | 1.29% | Reduce -7.6% | 11,688 | $2.9M |
| Magnus Financial Group LLC | 0.35% | Reduce -0.1% | 11,658 | $2.9M |
| Revolve Wealth Partners, LLC | 0.50% | Reduce -1.3% | 11,597 | $2.9M |
| Peak Asset Management, LLC | 0.57% | Reduce -4.8% | 11,567 | $2.9M |
| Country Club Bank | 0.20% | Add +2.9% | 11,518 | $2.9M |
| Laird Norton Wetherby Wealth Management, LLC | 0.14% | Add +23.8% | 11,481 | $2.9M |
| MIdWestOne Financial Group, Inc. | 0.51% | Add +2.3% | 11,442 | $2.9M |
| &partners | 0.39% | Add +14.2% | 11,731 | $2.9M |
| Modus Advisors, LLC | 1.05% | Reduce -20.9% | 11,357 | $2.8M |
| Bryn Mawr Trust Advisors, LLC | 0.16% | Reduce -5.4% | 11,346 | $2.8M |
| RW Investment Management LLC | 0.39% | Reduce -5.9% | 11,334 | $2.8M |
| Objective Capital Management, LLC | 1.91% | Reduce -0.3% | 11,321 | $2.8M |
| Transcendent Capital Group LLC | 1.64% | Reduce -0.2% | 11,281 | $2.8M |
| Verdence Capital Advisors LLC | 0.26% | Reduce -2.9% | 11,239 | $2.8M |
| Wealth Alliance, LLC | 0.37% | Reduce -0.3% | 11,220 | $2.8M |
| Flow Traders U.S. LLC | 0.15% | New | 11,159 | $2.8M |
| Brown Miller Wealth Management, LLC | 1.23% | Add +8.0% | 11,152 | $2.8M |
| GEM Asset Management, LLC | 1.87% | Add +0.6% | 11,816 | $2.8M |
| Diversified Trust Co. | 0.08% | Reduce -0.7% | 11,126 | $2.8M |
| AdvisorNet Financial, Inc | 0.27% | Reduce -60.8% | 11,084 | $2.8M |
| Centaurus Financial, Inc. | 0.19% | Reduce -10.0% | 11,063 | $2.8M |
| Appleton Partners Inc. | 0.21% | Add +1.4% | 11,006 | $2.8M |
| Fusion Family Wealth, LLC | 0.28% | Reduce -0.7% | 10,979 | $2.7M |
| Duncker Streett & Co. Inc. | 0.54% | Reduce -1.0% | 10,976 | $2.7M |
| Financial Freedom, LLC | 1.62% | Add +0.1% | 10,969 | $2.7M |
| 9258 Wealth Management, LLC | 0.43% | Add +1.4% | 10,929 | $2.7M |
| American Money Management, LLC | 0.57% | Reduce -1.8% | 10,924 | $2.7M |
| FDx Advisors, Inc. | 0.41% | Reduce -25.3% | 10,922 | $2.7M |
| Proffitt & Goodson Inc. | 0.48% | No change | 10,884 | $2.7M |
| Apollon Wealth Management, LLC | 0.09% | Add +7.6% | 10,857 | $2.7M |
| Modera Wealth Management, LLC | 0.04% | Add +1.5% | 10,838 | $2.7M |
| Sweet Financial Partners, LLC | 0.62% | Reduce -0.5% | 10,729 | $2.7M |
| CPC Advisors, LLC | 0.46% | Reduce -4.9% | 10,696 | $2.7M |
| First Foundation Advisors | 0.11% | Reduce -3.2% | 10,637 | $2.7M |
| Fiera Capital Corp | 0.01% | No change | 10,623 | $2.7M |
| Conning Inc. | 0.09% | Reduce -8.9% | 10,535 | $2.6M |
| Moneywise, Inc. | 1.42% | Reduce -13.0% | 10,451 | $2.6M |
| GYL Financial Synergies, LLC | 0.20% | Reduce -3.6% | 10,444 | $2.6M |
| Investment Partners, LTD. | 1.18% | Reduce -4.8% | 10,421 | $2.6M |
| Seven Post Investment Office LP | 0.64% | No change | 10,415 | $2.6M |
| Nwam LLC | 0.21% | Reduce -56.5% | 10,436 | $2.6M |
| Creative Financial Designs Inc. | 0.24% | Reduce -13.7% | 10,325 | $2.6M |
| Rwa Wealth Partners, LLC | 0.03% | Add +8.7% | 10,279 | $2.6M |
| Great Lakes Retirement, Inc. | 0.38% | Add +5.8% | 10,279 | $2.6M |
| Financial Advocates Investment Management | 0.15% | Reduce -6.8% | 10,242 | $2.6M |
| Pinnacle Financial Group, LLC / IL | 1.12% | Add +3.6% | 10,230 | $2.6M |
| PFG Advisors | 0.19% | Add +7.6% | 10,196 | $2.5M |
| First National Trust Co | 0.10% | Reduce -2.1% | 10,114 | $2.5M |
| Missouri Trust & Investment Co | 0.97% | Add +0.6% | 10,089 | $2.5M |
| Capital Management Associates, Inc | 1.85% | Reduce -8.1% | 10,072 | $2.5M |
| Columbus Macro, LLC | 0.95% | No change | 10,037 | $2.5M |
| My Personal CFO, LLC | 1.44% | Add +12.8% | 10,021 | $2.5M |
| Atlas Capital Advisors Inc. | 0.39% | Add +71.7% | 10,016 | $2.5M |
| Retirement Planning Co of New England, Inc. | 1.37% | Reduce -50.5% | 9,993 | $2.5M |
| PFW Advisors LLC | 0.76% | Add +0.1% | 9,953 | $2.5M |
| Abbot Financial Management, Inc. | 1.37% | Reduce -0.4% | 9,938 | $2.5M |
| Welch & Forbes LLC | 0.03% | Reduce -0.7% | 9,842 | $2.5M |
| Strategic Family Wealth Counselors, L.L.C. | 0.97% | Add +2.0% | 9,825 | $2.5M |
| Kingfisher Capital LLC | 0.60% | Reduce -0.7% | 9,820 | $2.5M |
| New Perspectives, Inc | 1.36% | — | 9,813 | $2.5M |
| ERn Financial, LLC | 0.42% | Reduce -1.5% | 9,789 | $2.4M |
| Aptus Capital Advisors, LLC | 0.05% | Add +117.9% | 9,746 | $2.4M |
| Focus Financial Network, Inc. | 0.12% | — | 10,343 | $2.4M |
| Brookstone Capital Management | 0.04% | Add +11.6% | 9,595 | $2.4M |
| Thoroughbred Financial Services, LLC | 0.23% | Reduce -13.5% | 9,567 | $2.4M |
| PCA Investment Advisory Services Inc. | 1.34% | Add +4.8% | 9,519 | $2.4M |
| Fiduciary Family Office, LLC | 0.93% | No change | 9,510 | $2.4M |
| GoalFusion Wealth Management, LLC | 1.51% | Add +3.5% | 9,478 | $2.4M |
| CKW Financial Group | 0.31% | Reduce -0.2% | 9,510 | $2.4M |
| Encompass Wealth Advisors, LLC | 0.63% | Reduce -1.2% | 9,449 | $2.4M |
| Sound View Wealth Advisors Group, LLC | 0.25% | Reduce -7.4% | 9,447 | $2.4M |
| Rooted Wealth Advisors, Inc. | 1.16% | Reduce -33.3% | 9,600 | $2.4M |
| GFS Advisors, LLC | 0.39% | No change | 9,405 | $2.4M |
| Advocate Group LLC | 0.46% | Add +5.6% | 9,352 | $2.3M |
| Debussy Capital Management LP | 0.68% | Reduce -0.4% | 9,457 | $2.3M |
| Soltis Investment Advisors LLC | 0.26% | Add +13.4% | 9,287 | $2.3M |
| Valtinson Bruner Financial Planning LLC | 0.99% | Add +38.6% | 9,276 | $2.3M |
| IFS Advisors, LLC | 2.02% | Reduce -0.1% | 9,245 | $2.3M |
| Columbia Asset Management | 0.47% | No change | 9,928 | $2.3M |
| Ridgewood Investments LLC | 1.22% | Add +3.6% | 9,223 | $2.3M |
| Seamount Financial Group Inc. | 2.02% | Add +4.7% | 9,213 | $2.3M |
| Linscomb Wealth, Inc. | 0.12% | Reduce -11.9% | 9,156 | $2.3M |
| Flputnam Investment Management Co. | 0.05% | Add +9.7% | 9,137 | $2.3M |
| Farmers & Merchants Investments Inc. | 0.08% | Reduce -0.1% | 9,129 | $2.3M |
| Intellectus Partners, LLC | 0.60% | Add +2.6% | 9,098 | $2.3M |
| Mason & Associates Inc | 0.61% | Reduce -72.5% | 9,096 | $2.3M |
| Journey Advisory Group, LLC | 0.28% | Reduce -11.0% | 9,085 | $2.3M |
| Summit Trail Advisors, LLC | 0.06% | Add +10.5% | 9,043 | $2.3M |
| Flagstar Securities, Inc. | 0.63% | Add +4.5% | 9,037 | $2.3M |
| Frank, Rimerman Advisors LLC | 0.43% | No change | 8,996 | $2.2M |
| Dogwood Wealth Management LLC | 1.51% | No change | 8,950 | $2.2M |
| Mittelman Wealth Management | 1.51% | — | 8,947 | $2.2M |
| CM Wealth Advisors LLC | 0.64% | Reduce -7.8% | 9,152 | $2.2M |
| Wealthfront Advisers LLC | 0.01% | Add +49.2% | 8,936 | $2.2M |
| High Net Worth Advisory Group LLC | 0.70% | Add +1.1% | 8,911 | $2.2M |
| Newman Dignan & Sheerar, Inc. | 0.60% | Add +14.3% | 8,908 | $2.2M |
| Hall Kathryn A. | 0.51% | No change | 8,905 | $2.2M |
| Idaho Trust Co | 2.14% | New | 8,861 | $2.2M |
| Fingerlakes Wealth Management, Inc. | 2.14% | Add +2.8% | 8,861 | $2.2M |
| Index Fund Advisors, Inc. | 0.12% | Add +0.1% | 8,839 | $2.2M |
| AE Wealth Management LLC | 0.02% | Reduce -93.6% | 8,823 | $2.2M |
| Dana Investment Advisors, Inc. | 0.07% | Reduce -13.2% | 8,773 | $2.2M |
| Pine Valley Investments Ltd Liability Co | 0.17% | Reduce -1.6% | 8,707 | $2.2M |
| Hyman Charles D | 0.12% | No change | 8,667 | $2.2M |
| Defined Wealth Management, LLC | 1.55% | Reduce -0.1% | 8,650 | $2.2M |
| Private Client Services, LLC | 1.45% | Add +155.0% | 8,634 | $2.2M |
| Wintrust Investments LLC | 0.19% | Add +4.4% | 8,626 | $2.2M |
| Anchor Investment Management, LLC | 0.23% | Reduce -1.7% | 8,610 | $2.2M |
| Graves Light Lenhart Wealth, Inc. | 0.25% | Reduce -1.1% | 8,558 | $2.1M |
| Boyd Wealth Management, LLC | 1.22% | No change | 8,547 | $2.1M |
| Millennium Management | 0.00% | Reduce -35.2% | 8,543 | $2.1M |
| Edge Capital Group, LLC | 0.11% | Add +9.4% | 8,507 | $2.1M |
| Evoke Wealth, LLC | 0.06% | New | 8,456 | $2.1M |
| Eclectic Associates Inc. | 0.96% | Reduce -23.0% | 8,397 | $2.1M |
| Hartline Investment Corp./ | 0.37% | New | 8,367 | $2.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.37% | Add +2.4% | 8,367 | $2.1M |
| Patten Group, Inc. | 0.51% | Reduce -0.1% | 8,335 | $2.1M |
| Adero Partners, LLC | 0.16% | No change | 8,328 | $2.1M |
| StrongBox Wealth, LLC | 1.09% | Add +7.3% | 8,309 | $2.1M |
| Aureus Asset Management, LLC | 0.14% | Reduce -24.6% | 8,258 | $2.1M |
| N.E.W. Advisory Services LLC | 0.23% | Reduce -1.9% | 8,237 | $2.1M |
| Twin Focus Capital Partners, LLC | 0.39% | Add +1.8% | 8,236 | $2.1M |
| Wealth Dimensions Group, Ltd. | 0.61% | Reduce -0.7% | 8,234 | $2.1M |
| DeDora Capital, Inc. | 0.65% | Reduce -15.5% | 8,183 | $2.0M |
| IFG Advisors, LLC | 0.53% | Add +0.4% | 8,178 | $2.0M |
| Cyndeo Wealth Partners, LLC | 0.17% | Add +9.6% | 8,109 | $2.0M |
| City State Bank | 0.89% | Add +2.5% | 8,094 | $2.0M |
| Kohmann Bosshard Financial Services, LLC | 0.28% | Reduce -0.5% | 8,079 | $2.0M |
| Gibson Capital, LLC | 0.44% | Reduce -2.6% | 8,057 | $2.0M |
| Independent Financial Group, LLC | 0.09% | Add +10.4% | 8,046 | $2.0M |
| Hilltop Holdings Inc. | 0.22% | Add +1.2% | 8,006 | $2.0M |
| Windham Capital Management, LLC | 1.57% | Reduce -43.1% | 7,994 | $2.0M |
| Haverford Trust Co | 0.02% | Reduce -1.1% | 7,973 | $2.0M |
| Watershed Private Wealth LLC | 0.88% | Reduce -22.2% | 7,959 | $2.0M |
| Stevens Capital Partners | 1.18% | Reduce -2.2% | 7,957 | $2.0M |
| PFG Investments, LLC | 0.12% | Add +162.4% | 7,935 | $2.0M |
| AlTi Global, Inc. | 0.06% | No change | 7,921 | $2.0M |
| Charles Schwab Trust Co | 0.19% | Add +1.5% | 7,906 | $2.0M |
| Gilbert & Cook, Inc. | 0.27% | Reduce -31.9% | 7,895 | $2.0M |
| Argonautica Private Wealth Management, Inc. | 0.71% | Add +4.3% | 7,887 | $2.0M |
| Shepherd Kaplan Krochuk, LLC | 1.57% | Add +0.4% | 7,870 | $2.0M |
| Transcend Capital Advisors, LLC | 0.16% | Add +3.0% | 7,853 | $2.0M |
| Betterment LLC | 0.01% | Add +111.7% | 7,838 | $2.0M |
| Pitcairn Co. | 0.13% | Add +113.6% | 7,825 | $2.0M |
| Bragg Financial Advisors, Inc | 0.09% | Add +1.1% | 7,778 | $1.9M |
| Sentinel Pension Advisors, LLC | 0.41% | Reduce -13.8% | 7,764 | $1.9M |
| Certified Advisory Corp | 0.27% | Reduce -4.6% | 7,743 | $1.9M |
| Boston Trust Walden Corp | 0.01% | No change | 7,705 | $1.9M |
| West Financial Advisors, LLC | 0.41% | Add +2.7% | 7,698 | $1.9M |
| Fiduciary Trust Co | 0.03% | Reduce -55.6% | 7,648 | $1.9M |
| Intergy Private Wealth, LLC | 0.78% | Add +3.1% | 7,614 | $1.9M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -16.4% | 7,596 | $1.9M |
| Highland Capital Management, LLC | 0.11% | Add +1.2% | 7,531 | $1.9M |
| Certuity, LLC | 0.17% | Add +30.4% | 7,501 | $1.9M |
| Asset Allocation & Management Company, LLC | 1.23% | No change | 7,491 | $1.9M |
| Grandview Asset Management LLC | 0.85% | Reduce -1.3% | 7,493 | $1.9M |
| Allegiance Financial Group Advisory Services LLC | 0.77% | Add +0.2% | 7,485 | $1.9M |
| Bangor Savings Bank | 0.19% | Reduce -3.0% | 7,471 | $1.9M |
| Harbor Group, Inc. | 0.49% | Add +0.0% | 7,457 | $1.9M |
| Heritage Wealth Advisors | 0.08% | Add +0.1% | 7,433 | $1.9M |
| RE Dickinson Investment Advisors, LLC | 1.14% | Add +5.4% | 7,324 | $1.8M |
| Maltin Wealth Management, Inc. | 1.02% | Add +20.7% | 7,286 | $1.8M |
| Spotlight Asset Group, Inc. | 1.30% | No change | 7,282 | $1.8M |
| Interactive Financial Advisors, Inc. | 1.01% | Reduce -19.4% | 7,281 | $1.8M |
| Elevated Capital Advisors, LLC | 0.52% | Reduce -5.1% | 7,278 | $1.8M |
| Uptick Partners, LLC | 1.38% | Reduce -4.1% | 7,258 | $1.8M |
| Leelyn Smith, LLC | 0.36% | No change | 7,243 | $1.8M |
| VeraBank, N.A. | 0.56% | Reduce -6.8% | 7,212 | $1.8M |
| Callan Capital, LLC | 0.16% | Reduce -7.2% | 7,202 | $1.8M |
| Compound Planning, Inc. | 0.17% | Add +165.8% | 7,177 | $1.8M |
| Lodestar Private Asset Management LLC | 0.25% | Reduce -1.4% | 7,142 | $1.8M |
| Afg Fiduciary Services Limited Partnership | 1.32% | Reduce -32.8% | 7,208 | $1.8M |
| BCM Advisors, LLC | 0.45% | Add +61.4% | 7,418 | $1.8M |
| West Bancorporation Inc. | 1.17% | Add +4.8% | 7,104 | $1.8M |
| Essex Bank | 0.52% | No change | 7,617 | $1.8M |
| Covington Investment Advisors Inc. | 0.29% | Add +2.6% | 7,057 | $1.8M |
| Planning Directions Inc. | 1.22% | Add +2.7% | 7,041 | $1.8M |
| Lincoln Capital Corp. | 0.77% | No change | 7,035 | $1.8M |
| Yarger Wealth Strategies, LLC | 1.19% | Reduce -57.1% | 7,010 | $1.8M |
| Checchi Capital Advisers, LLC | 0.14% | Reduce -6.7% | 6,951 | $1.7M |
| Ironwood Financial, llc | 0.40% | Add +1.5% | 6,875 | $1.7M |
| Next Level Private LLC | 0.78% | Reduce -0.3% | 6,833 | $1.7M |
| McKinley Carter Wealth Services, Inc. | 0.11% | Reduce -6.4% | 6,823 | $1.7M |
| RFG Holdings, Inc. | 0.71% | Add +106.8% | 6,780 | $1.7M |
| Dorsey & Whitney Trust CO LLC | 0.12% | No change | 6,748 | $1.7M |
| Peninsula Wealth, LLC | 0.33% | New | 6,689 | $1.7M |
| Hurlow Wealth Management Group, Inc. | 0.59% | Add +6.2% | 6,645 | $1.7M |
| Addison Advisors LLC | 0.57% | Reduce -78.5% | 6,645 | $1.7M |
| Camelot Portfolios, LLC | 1.62% | Reduce -22.7% | 6,629 | $1.7M |
| Viawealth, LLC | 1.03% | Reduce -1.6% | 6,621 | $1.7M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +53.3% | 6,607 | $1.7M |
| Mosaic Family Wealth Partners, LLC | 0.27% | No change | 6,574 | $1.6M |
| Affiance Financial, LLC | 0.44% | Reduce -34.6% | 6,567 | $1.6M |
| Mission Wealth Management, LP | 0.04% | Add +130.7% | 6,537 | $1.6M |
| Chatham Capital Group, Inc. | 0.30% | Add +3.2% | 6,520 | $1.6M |
| Sandy Spring Bank | 0.07% | Reduce -3.5% | 6,496 | $1.6M |
| RMR Capital Management, LLC | 1.61% | Add +89.3% | 6,485 | $1.6M |
| Cypress Capital Group | 0.19% | Reduce -6.0% | 6,482 | $1.6M |
| Lanark Financial, Inc. | 0.15% | Add +1.5% | 6,462 | $1.6M |
| Stablepoint Partners, LLC | 0.33% | Add +33.8% | 6,451 | $1.6M |
| Sax Wealth Advisors, LLC | 0.18% | Add +2.7% | 6,338 | $1.6M |
| Dark Forest Capital Management LP | 0.27% | Reduce -74.7% | 6,296 | $1.6M |
| Great Lakes Advisors, LLC | 0.01% | Add +1.8% | 6,240 | $1.6M |
| Compass Ion Advisors, LLC | 0.22% | Add +0.8% | 6,197 | $1.5M |
| FF Advisors,LLC | 1.07% | Add +15.4% | 6,195 | $1.5M |
| Laraway Financial Advisors Inc | 1.36% | Add +0.8% | 6,191 | $1.5M |
| Segment Wealth Management, LLC | 0.12% | Add +20.9% | 6,190 | $1.5M |
| Montis Financial, LLC | 0.73% | Add +0.0% | 6,189 | $1.5M |
| Midland Wealth Advisors, LLC | 0.10% | Reduce -0.2% | 6,174 | $1.5M |
| Beaumont Financial Advisors, LLC | 0.13% | Add +172.6% | 6,149 | $1.5M |
| Private Portfolio Partners LLC | 0.32% | Reduce -3.0% | 6,136 | $1.5M |
| Boston Family Office LLC | 0.11% | No change | 6,110 | $1.5M |
| SeaCrest Wealth Management, LLC | 0.19% | Add +39.6% | 6,100 | $1.5M |
| Private Ocean, LLC | 0.16% | Add +0.2% | 6,081 | $1.5M |
| BOS Asset Management, LLC | 0.79% | Add +0.5% | 6,054 | $1.5M |
| Caitlin John, LLC | 1.14% | Reduce -23.3% | 6,034 | $1.5M |
| Aspen Investment Management Inc | 0.76% | Reduce -0.8% | 6,004 | $1.5M |
| Adirondack Trust Co. | 0.63% | No change | 6,000 | $1.5M |
| Choate Investment Advisors | 0.04% | New | 6,000 | $1.5M |
| Relative Value Partners Group, LLC | 0.09% | Reduce -6.2% | 6,532 | $1.5M |
| Droms Strauss Advisors Inc. /Mo/ | 0.55% | Add +0.0% | 5,979 | $1.5M |
| Romano Brothers and Company | 0.20% | Reduce -1.4% | 5,953 | $1.5M |
| Vista Investment Management | 0.61% | Reduce -1.3% | 5,953 | $1.5M |
| Northern Capital Management, Inc. | 1.03% | Add +22.2% | 5,931 | $1.5M |
| Empowered Funds, LLC | 0.03% | Reduce -91.5% | 5,931 | $1.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Reduce -18.3% | 5,905 | $1.5M |
| LongView Wealth Management | 0.58% | Reduce -24.9% | 5,895 | $1.5M |
| Sachetta, LLC | 0.70% | No change | 6,329 | $1.5M |
| Kelleher Financial Advisors | 0.61% | Add +13.7% | 5,889 | $1.5M |
| Ieq Capital, LLC | 0.02% | Add +9.6% | 5,869 | $1.5M |
| Capital Advisory Group Advisory Services, LLC | 0.69% | Add +3.0% | 5,863 | $1.5M |
| Marks Group Wealth Management, Inc | 0.15% | Reduce -0.0% | 5,860 | $1.5M |
| Private Trust Co. NA | 0.16% | Reduce -15.5% | 5,778 | $1.4M |
| World Equity Group, Inc. | 0.30% | Add +3.2% | 5,774 | $1.4M |
| FreeGulliver LLC | 1.28% | Add +0.4% | 5,748 | $1.4M |
| Eudaimonia Advisors LLC | 0.76% | Add +3.3% | 5,743 | $1.4M |
| waypoint wealth counsel | 1.10% | Add +0.1% | 5,732 | $1.4M |
| Affinity Capital Advisors, LLC | 0.32% | Reduce -0.3% | 5,721 | $1.4M |
| Trust Co. of Vermont | 0.08% | Add +8.6% | 5,715 | $1.4M |
| B & T Capital Management DBA Alpha Capital Management | 0.28% | Reduce -28.9% | 5,713 | $1.4M |
| Truepoint, Inc. | 0.04% | Reduce -44.1% | 5,709 | $1.4M |
| Sightline Wealth Advisors, LLC | 0.94% | Reduce -30.8% | 5,695 | $1.4M |
| Southland Equity Partners LLC | 0.40% | Add +8.3% | 5,674 | $1.4M |
| CreativeOne Wealth, LLC | 0.06% | Add +37.1% | 5,630 | $1.4M |
| Atlas Private Wealth Management, LLC | 0.59% | Add +66.7% | 5,584 | $1.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.04% | Add +8.3% | 5,582 | $1.4M |
| Mayport, LLC | 0.53% | No change | 5,570 | $1.4M |
| Beacon Financial Group | 0.16% | Reduce -2.8% | 5,538 | $1.4M |
| Chandler Asset Management, Inc. | 0.28% | No change | 5,533 | $1.4M |
| Clear Harbor Asset Management, LLC | 0.12% | Add +0.9% | 5,522 | $1.4M |
| Advisory Research Inc. | 0.27% | No change | 5,505 | $1.4M |
| Fortis Capital Management LLC | 0.36% | Add +6.5% | 5,490 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -27.1% | 5,484 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -27.1% | 5,484 | $1.4M |
| PGIM Custom Harvest LLC | 0.03% | Add +168.9% | 5,477 | $1.4M |
| Oxford Financial Group, LTD. LLC | 0.09% | Add +55.3% | 5,461 | $1.4M |
| Mustard Seed Financial, LLC | 1.36% | Reduce -5.1% | 5,458 | $1.4M |
| Portland Global Advisors LLC | 0.19% | Reduce -4.5% | 5,451 | $1.4M |
| Citizens Financial Group Inc. | 0.05% | Reduce -9.3% | 5,428 | $1.4M |
| Alerus Financial NA | 0.10% | New | 5,375 | $1.3M |
| KPP Advisory Services LLC | 0.37% | New | 5,330 | $1.3M |
| Perennial Investment Advisors, LLC | 0.20% | Add +9.0% | 5,316 | $1.3M |
| Inspirion Wealth Advisors, LLC | 0.22% | Add +0.0% | 5,312 | $1.3M |
| Everhart Financial Group, Inc. | 0.39% | Add +1.7% | 5,310 | $1.3M |
| Landmark Wealth Management, LLC | 0.61% | Add +9.0% | 5,300 | $1.3M |
| TrueWealth Advisors, LLC | 0.51% | Reduce -6.4% | 5,256 | $1.3M |
| Cutler Group LLC / CA | 0.66% | New | 5,218 | $1.3M |
| Coordinated Financial Services, Inc. | 1.15% | — | 5,213 | $1.3M |
| Aspiriant, LLC | 0.05% | Reduce -5.7% | 5,195 | $1.3M |
| Garden State Investment Advisory Services LLC | 0.47% | No change | 5,222 | $1.3M |
| Security Financial Services, INC. | 0.29% | Add +2.1% | 5,187 | $1.3M |
| Biltmore Family Office, LLC | 0.26% | No change | 5,180 | $1.3M |
| Voisard Asset Management Group, Inc. | 0.73% | No change | 5,173 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +24.4% | 5,159 | $1.3M |
| Taylor & Morgan Wealth Management, LLC | 0.95% | No change | 5,157 | $1.3M |
| Rehmann Capital Advisory Group | 0.10% | Add +1.2% | 5,122 | $1.3M |
| Townsquare Capital LLC | 0.02% | Add +91.9% | 5,118 | $1.3M |
| Stillwater Capital Advisors, LLC | 0.19% | Reduce -0.4% | 5,109 | $1.3M |
| Center for Financial Planning, Inc. | 0.19% | Add +3.0% | 5,096 | $1.3M |
| Western Wealth Management, LLC | 0.10% | Reduce -23.4% | 5,078 | $1.3M |
| NBT Bank, N.A. | 0.09% | Reduce -24.4% | 5,074 | $1.3M |
| Hiley Hunt Wealth Management | 0.83% | Reduce -9.1% | 5,057 | $1.3M |
| Family Manage LLC | 0.23% | Reduce -56.3% | 5,057 | $1.3M |
| Ramsay, Stattman, Vela & Price, Inc. | 0.24% | No change | 5,055 | $1.3M |
| Greenline Partners, LLC | 0.20% | No change | 5,042 | $1.3M |
| Pallas Capital Advisors LLC | 0.05% | Reduce -1.3% | 5,030 | $1.3M |
| Stonegate Investment Group, LLC | 0.04% | Add +14.0% | 5,011 | $1.3M |
| Trust Point Inc. | 0.10% | Reduce -1.3% | 5,002 | $1.2M |
| Fisher Asset Management | 0.00% | Add +46.9% | 4,974 | $1.2M |
| Valeo Financial Advisors, LLC | 0.04% | Add +13.3% | 5,147 | $1.2M |
| Plimoth Trust Co. LLC | 0.32% | Add +19.3% | 4,879 | $1.2M |
| Titleist Asset Management, LLC | 0.21% | Add +26.1% | 4,868 | $1.2M |
| MidAtlantic Capital Management, Inc. | 1.06% | Reduce -2.3% | 4,853 | $1.2M |
| Acas, LLC | 1.17% | Reduce -5.8% | 4,846 | $1.2M |
| HM Payson & Co. | 0.02% | Reduce -2.4% | 4,845 | $1.2M |
| Capital Analysts, LLC | 0.06% | Add +36.0% | 4,835 | $1.2M |
| Courier Capital LLC | 0.09% | Add +9.0% | 4,830 | $1.2M |
| Clarius Group, LLC | 0.08% | Reduce -71.0% | 4,802 | $1.2M |
| R. W. Roge & Company, Inc. | 0.72% | Reduce -0.9% | 4,798 | $1.2M |
| Summit Financial Strategies, Inc. | 0.17% | Add +9.1% | 4,788 | $1.2M |
| Evergreen Capital Management LLC | 0.05% | No change | 4,785 | $1.2M |
| EagleClaw Capital Managment, LLC | 0.22% | No change | 4,765 | $1.2M |
| Mitchell Sinkler & Starr | 0.30% | Reduce -46.7% | 4,761 | $1.2M |
| Trajan Wealth LLC | 0.08% | — | 4,735 | $1.2M |
| Ironwood Investment Counsel, LLC | 0.21% | Add +3.8% | 4,725 | $1.2M |
| OLIO Financial Planning | 0.50% | No change | 5,045 | $1.2M |
| Nvest Financial, LLC | 0.79% | Add +1.3% | 4,723 | $1.2M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -35.0% | 4,713 | $1.2M |
| Strategies Wealth Advisors, LLC | 0.18% | Reduce -2.9% | 4,684 | $1.2M |
| Bluestem Financial Advisors, LLC | 0.60% | Add +16.9% | 4,683 | $1.2M |
| Mosaic Financial Group, LLC | 0.93% | — | 4,670 | $1.2M |
| Ritholtz Wealth Management | 0.04% | Add +44.9% | 4,664 | $1.2M |
| Nicolet Bankshares Inc. | 0.24% | Reduce -9.2% | 4,663 | $1.2M |
| Atlanta Consulting Group Advisors, LLC | 0.40% | — | 4,656 | $1.2M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -67.1% | 4,592 | $1.1M |
| OMNI 360 Wealth, Inc. | 0.94% | Reduce -6.0% | 4,547 | $1.1M |
| Rockwood Wealth Management, LLC | 0.15% | Add +42.4% | 4,538 | $1.1M |
| Operose Advisors LLC | 0.38% | Add +43.5% | 4,521 | $1.1M |
| High Note Wealth, LLC | 0.37% | Reduce -1.8% | 4,512 | $1.1M |
| Capstone Wealth Management Group, LLC | 0.81% | Reduce -3.1% | 4,509 | $1.1M |
| SigFig Wealth Management, LLC | 0.04% | Add +6.0% | 4,469 | $1.1M |
| Lutz Financial Services LLC | 0.10% | Reduce -0.8% | 4,462 | $1.1M |
| Montecito Bank & Trust | 0.22% | Reduce -4.7% | 4,450 | $1.1M |
| WealthBridge Capital Management, LLC | 0.37% | Add +0.1% | 4,442 | $1.1M |
| ARK & TLK Investments, LLC | 0.43% | Reduce -24.4% | 4,440 | $1.1M |
| Monograph Wealth Advisors, LLC | 0.16% | New | 4,427 | $1.1M |
| Measured Wealth Private Client Group, LLC | 0.38% | Reduce -5.1% | 4,410 | $1.1M |
| Fragasso Financial Advisors Inc | 0.09% | Add +2.8% | 4,379 | $1.1M |
| Waldron Private Wealth LLC | 0.05% | Add +57.9% | 4,373 | $1.1M |
| Curbstone Financial Management Corp | 0.23% | No change | 4,350 | $1.1M |
| Aspire Wealth Management Corp | 0.65% | Reduce -0.8% | 4,319 | $1.1M |
| Silver Oak Securities, Incorporated | 0.17% | Reduce -9.3% | 4,318 | $1.1M |
| Rockland Trust Co. | 0.06% | No change | 4,310 | $1.1M |
| Mogy Joel R Investment Counsel Inc. | 0.07% | Reduce -5.5% | 4,305 | $1.1M |
| TFB Advisors LLC | 0.39% | Add +82.4% | 4,516 | $1.1M |
| Letson Investment Management, Inc. | 0.45% | No change | 4,295 | $1.1M |
| Omega Financial Group, LLC | 0.44% | Reduce -19.2% | 4,295 | $1.1M |
| Crewe Advisors LLC | 0.12% | Reduce -1.3% | 4,280 | $1.1M |
| Ami Investment Management Inc. | 0.39% | Add +1.5% | 4,259 | $1.1M |
| Clear Creek Financial Management, LLC | 0.14% | Add +2.1% | 4,242 | $1.1M |
| Bowman & Co S.C. | 0.64% | Add +14.5% | 4,208 | $1.1M |
| Strata Wealth Advisors, LLC | 0.37% | Add +21.5% | 4,202 | $1.0M |
| Level Four Advisory Services, LLC | 0.06% | No change | 4,510 | $1.0M |
| Fishman Jay A Ltd. | 0.12% | Reduce -2.3% | 4,182 | $1.0M |
| Kingswood Wealth Advisors, LLC | 0.12% | Reduce -5.3% | 4,178 | $1.0M |
| LexAurum Advisors, LLC | 0.26% | Add +15.6% | 4,174 | $1.0M |
| TFC Financial Management, Inc. | 0.18% | Add +4.6% | 4,163 | $1.0M |
| Delta Financial Advisors LLC | 0.41% | Add +0.1% | 4,158 | $1.0M |
| Farmers National Bank | 0.31% | Reduce -1.4% | 4,148 | $1.0M |
| Balentine LLC | 0.03% | Add +1259.0% | 4,145 | $1.0M |
| Old National Bancorp | 0.02% | Reduce -20.6% | 4,143 | $1.0M |
| Derbend Asset Management | 0.51% | Add +0.0% | 4,138 | $1.0M |
| Chapin Davis, Inc. | 0.38% | Add +3.3% | 4,127 | $1.0M |
| CJM Wealth Advisers, Ltd. | 0.39% | Reduce -9.4% | 4,127 | $1.0M |
| Safeguard Financial, LLC | 0.34% | Reduce -17.2% | 4,123 | $1.0M |
| Mma Asset Management LLC | 0.48% | New | 4,221 | $1.0M |
| Belpointe Asset Management LLC | 0.08% | Add +2.9% | 4,083 | $1.0M |
| Advisory Alpha, LLC | 0.04% | Add +30.6% | 4,073 | $1.0M |
| Birch Hill Investment Advisors LLC | 0.05% | Reduce -1.9% | 4,070 | $1.0M |
| Smartleaf Asset Management LLC | 0.20% | Add +3783.8% | 4,078 | $1.0M |
| Wealth Architects, LLC | 0.13% | Reduce -2.9% | 4,064 | $1.0M |
| Carolinas Wealth Consulting LLC | 0.20% | Add +47.4% | 4,050 | $1.0M |
| Eudaimonia Partners, LLC | 0.24% | Reduce -5.5% | 4,040 | $1.0M |
| Greenhouse Wealth Management, LLC | 0.76% | Reduce -2.4% | 4,034 | $1.0M |
| Baker Tilly Wealth Management, LLC | 0.18% | Reduce -11.2% | 4,029 | $1.0M |
| Cornerstone Wealth Group, LLC | 0.09% | New | 4,012 | $1.0M |
| Longview Financial Advisors, Inc. | 0.75% | Reduce -8.2% | 4,003 | $1.0M |
| Mitchell Capital Management Co. | 0.19% | Add +16.9% | 3,998 | $999K |
| Cary Street Partners Asset Management LLC | 0.15% | Add +24.6% | 3,993 | $998K |
| Sachem Hill LLC | 0.23% | Add +5.7% | 3,977 | $994K |
| Neuberger Berman Group LLC | 0.00% | Reduce -7.8% | 3,973 | $993K |
| Triangle Securities Wealth Management | 0.28% | No change | 3,960 | $989K |
| Orrstown Financial Services Inc. | 0.55% | New | 3,959 | $989K |
| Kwmg, LLC | 0.11% | Reduce -13.9% | 3,941 | $985K |
| Summit Wealth Partners, LLC | 0.21% | Reduce -1.9% | 3,926 | $981K |
| Selective Wealth Management, Inc. | 0.43% | Reduce -2.4% | 4,018 | $979K |
| Stephen J. Garry & Associates, LLC | 1.01% | Reduce -1.0% | 3,915 | $978K |
| Cabana LLC | 4.16% | Reduce -23.4% | 3,912 | $977K |
| WT Wealth Management | 0.35% | Reduce -19.6% | 3,910 | $977K |
| Asset Dedication, LLC | 0.07% | Reduce -15.1% | 3,907 | $973K |
| Rothschild Wealth LLC | 0.34% | — | 3,888 | $971K |
| LifePlan Financial, LLC | 0.88% | Add +2.8% | 3,857 | $964K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 3,855 | $963K |
| Modern Wealth Management, LLC | 0.09% | Add +80.9% | 3,841 | $960K |
| Cypress Point Wealth Management, LLC | 0.49% | Reduce -35.0% | 3,821 | $955K |
| TFG Advisers LLC | 0.37% | Reduce -14.8% | 3,794 | $948K |
| Advisor OS, LLC | 0.11% | Add +0.2% | 3,783 | $945K |
| Florida Financial Advisors, LLC | 0.69% | Reduce -10.3% | 3,779 | $944K |
| MilWealth Group LLC | 0.30% | Reduce -2.0% | 3,777 | $944K |
| Aspen Grove Capital, LLC | 0.27% | Reduce -0.0% | 3,774 | $943K |
| Riverview Trust Co | 0.73% | Add +16.9% | 3,765 | $941K |
| Evanson Asset Management, LLC | 0.07% | Add +0.1% | 3,764 | $941K |
| LJI Wealth Management, LLC | 0.24% | Add +6.2% | 3,729 | $932K |
| Marotta Asset Management | 0.19% | No change | 3,722 | $930K |
| MJP Associates Inc. | 0.20% | Add +0.2% | 3,721 | $930K |
| Hancock Whitney Corp. | 0.03% | No change | 3,715 | $928K |
| Kuhn & Co Investment Counsel | 0.87% | Reduce -0.6% | 3,711 | $927K |
| Ardent Capital Management, Inc. | 0.46% | No change | 3,680 | $919K |
| Nixon Peabody Trust Co. | 0.08% | Reduce -21.5% | 3,668 | $916K |
| Plancorp, LLC | 0.04% | Add +5.0% | 3,664 | $915K |
| Garrison Point Advisors, LLC | 0.59% | Add +28.2% | 3,656 | $914K |
| Cibc World Market Inc. | 0.00% | Reduce -0.4% | 3,651 | $912K |
| Interchange Capital Partners, LLC | 0.61% | Add +3.9% | 3,635 | $910K |
| Fifth Third Wealth Advisors LLC | 0.14% | No change | 3,622 | $905K |
| Evernest Financial Advisors, LLC | 0.43% | Add +1.9% | 3,843 | $903K |
| Symphony Financial, Ltd. Co. | 0.21% | Add +0.3% | 3,605 | $901K |
| Peoples Financial Services Corp. | 0.39% | Reduce -3.7% | 3,595 | $898K |
| Covenant Asset Management, LLC | 0.22% | Add +4.9% | 3,577 | $894K |
| Peterson Wealth Advisors, LLC | 0.19% | Reduce -0.8% | 3,574 | $893K |
| Consolidated Portfolio Review Corp | 0.23% | Reduce -12.5% | 3,570 | $892K |
| Pinnacle Bancorp, Inc. | 0.26% | Add +5.1% | 3,563 | $890K |
| Fortitude Advisory Group L.L.C. | 0.50% | Add +15.2% | 3,559 | $889K |
| Johnson Financial Group, LLC | 0.11% | Reduce -32.3% | 3,554 | $888K |
| Chemistry Wealth Management LLC | 0.24% | Reduce -3.0% | 3,555 | $888K |
| Rain Capital Management, LLC | 0.59% | Add +1.2% | 3,552 | $888K |
| Aire Advisors, LLC | 0.20% | No change | 3,528 | $882K |
| Melone Private Wealth, LLC | 0.53% | Add +0.2% | 3,524 | $880K |
| Sigma Investment Counselors Inc. | 0.06% | Add +3.4% | 3,519 | $879K |
| ETF Store, Inc. | 0.50% | Add +0.4% | 3,512 | $878K |
| MBM Wealth Consultants, LLC | 0.31% | Reduce -2.0% | 3,508 | $877K |
| Garde Capital, Inc. | 0.06% | Reduce -5.4% | 3,497 | $873K |
| Waterloo Capital, L.P. | 0.11% | Add +2.3% | 3,475 | $868K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +0.8% | 3,474 | $868K |
| Freestone Capital Holdings, LLC | 0.03% | Add +8.4% | 3,469 | $867K |
| Guardian Wealth Advisors, LLC | 0.56% | Reduce -20.1% | 3,467 | $866K |
| Plan Group Financial, LLC | 0.57% | New | 3,465 | $866K |
| Madden Advisory Services, Inc. | 0.46% | Reduce -2.7% | 3,460 | $864K |
| Goodwin Investment Advisory | 0.40% | Reduce -6.6% | 3,416 | $854K |
| 17 Capital Partners, LLC | 0.63% | New | 3,404 | $851K |
| Oxbow Advisors, LLC | 0.12% | Reduce -10.5% | 3,400 | $850K |
| Lazard Asset Management LLC | 0.00% | No change | 3,400 | $849K |
| HBW Advisory Services LLC | 0.16% | No change | 3,645 | $848K |
| Legacy Private Trust Co. | 0.06% | Add +2.9% | 3,389 | $847K |
| Hilltop National Bank | 0.29% | — | 3,386 | $846K |
| First County Bank | 0.41% | Reduce -0.5% | 3,356 | $839K |
| FineMark National Bank & Trust | 0.03% | Add +3.6% | 3,353 | $838K |
| Darden Wealth Group Inc | 0.66% | Add +9.9% | 3,328 | $832K |
| Good Life Advisors, LLC | 0.07% | Reduce -28.3% | 3,317 | $829K |
| Valley Forge Investment Consultants Inc. Adv | 0.32% | Add +0.1% | 3,307 | $826K |
| Keystone Wealth Services, LLC | 0.27% | No change | 3,298 | $824K |
| Deutsche Bank AG | 0.00% | Reduce -16.5% | 3,297 | $824K |
| Traphagen Investment Advisors LLC | 0.09% | Reduce -0.2% | 3,290 | $822K |
| NTV Asset Management LLC | 0.13% | No change | 3,287 | $821K |
| Accredited Investors Inc. | 0.05% | Add +0.5% | 3,283 | $820K |
| SC&H Financial Advisors, Inc. | 0.21% | Add +2.8% | 3,281 | $820K |
| Sharp Wealth Advisory, LLC | 0.76% | Reduce -23.6% | 3,263 | $815K |
| Blue Barn Wealth, LLC | 0.45% | Reduce -4.4% | 3,247 | $811K |
| Realta Investment Advisors | 0.17% | Reduce -2.4% | 3,236 | $809K |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -18.5% | 3,221 | $805K |
| Alexander Labrunerie & Co., Inc. | 0.46% | — | 3,220 | $805K |
| Sovereign Financial Group, Inc. | 0.21% | Add +11.7% | 3,216 | $804K |
| Etesian Wealth Advisors, Inc. | 0.46% | Reduce -7.0% | 3,212 | $803K |
| Sapient Capital LLC | 0.02% | Add +84.8% | 3,209 | $802K |
| Sound Income Strategies, LLC | 0.06% | Add +1037.2% | 3,207 | $801K |
| WBH Advisory Inc. | 0.08% | Add +0.0% | 3,203 | $800K |
| Cassaday & Co Wealth Management LLC | 0.03% | Add +0.6% | 3,183 | $795K |
| Simon Quick Advisors, LLC | 0.06% | Reduce -12.3% | 3,177 | $794K |
| Pecaut & Co. | 0.30% | Reduce -13.5% | 3,163 | $790K |
| Keeley-Teton Advisors, LLC | 0.10% | Add +62.5% | 3,147 | $786K |
| Monterey Private Wealth, Inc. | 0.32% | Add +21.0% | 3,146 | $786K |
| Oldfather Financial Services, LLC | 0.32% | No change | 3,117 | $779K |
| New Century Financial Group, LLC | 0.54% | Add +44.6% | 3,110 | $777K |
| Quadrant Capital Group LLC | 0.06% | Add +9.1% | 3,089 | $772K |
| Atlantic Union Bankshares Corp | 0.06% | No change | 3,078 | $769K |
| Heritage Financial Services, LLC | 0.11% | Reduce -16.0% | 3,059 | $764K |
| Balanced Wealth Group LLC | 0.34% | Reduce -46.9% | 3,113 | $764K |
| Matrix Private Capital Group LLC | 0.52% | Add +9.2% | 3,049 | $762K |
| Mengis Capital Management, Inc. | 0.12% | Add +15.2% | 3,038 | $759K |
| Collective Family Office LLC | 0.25% | Add +3.1% | 3,037 | $759K |
| Channel Wealth LLC | 0.30% | Reduce -16.2% | 3,030 | $757K |
| Litman Gregory Wealth Management LLC | 0.07% | Add +9.8% | 3,028 | $757K |
| Signaturefd, LLC | 0.02% | Reduce -3.0% | 3,023 | $755K |
| O'ROURKE & COMPANY, Inc | 0.44% | Add +0.8% | 3,013 | $753K |
| Tranquility Partners, LLC | 0.29% | Add +0.0% | 3,000 | $749K |
| NorthRock Partners, LLC | 0.03% | Reduce -2.4% | 2,995 | $748K |
| Blue Trust, Inc. | 0.01% | Add +2.2% | 2,991 | $747K |
| German American Bancorp, Inc. | 0.09% | Reduce -69.3% | 2,991 | $747K |
| Savvy Advisors, Inc. | 0.43% | Add +125.2% | 2,968 | $742K |
| Independent Advisor Alliance | 0.03% | Reduce -22.4% | 2,957 | $739K |
| Summit Investment Advisory Services, LLC | 0.44% | Add +0.8% | 2,953 | $738K |
| Vantage Financial Partners, LLC | 0.20% | Add +0.7% | 2,905 | $726K |
| Buttonwood Financial Advisors Inc. | 0.34% | No change | 2,894 | $723K |
| Muirfield Wealth Advisors LLC | 0.69% | Reduce -2.7% | 2,881 | $720K |
| Capital Investment Advisors, LLC | 0.02% | Add +4.3% | 2,852 | $713K |
| Onyx Bridge Wealth Group LLC | 0.13% | Reduce -0.9% | 2,957 | $711K |
| Cambridge Trust Co. | 0.03% | Reduce -13.8% | 2,844 | $711K |
| Tidal Investments LLC | 0.01% | Reduce -66.1% | 2,836 | $709K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.05% | Reduce -0.6% | 2,834 | $708K |
| First Business Financial Services, Inc. | 0.08% | Reduce -6.0% | 2,832 | $708K |
| Independence Bank of Kentucky | 0.21% | Reduce -52.6% | 2,828 | $707K |
| Private Wealth Group, LLC | 0.37% | No change | 2,826 | $706K |
| Aufman Associates Inc | 0.50% | Add +0.4% | 2,825 | $706K |
| Synergy Financial Group, LTD | 0.79% | Add +43.9% | 2,815 | $703K |
| Harbor Investment Advisory, LLC | 0.07% | Reduce -4.6% | 2,813 | $703K |
| Columbia Advisory Partners LLC | 0.71% | Add +146.7% | 2,788 | $697K |
| Advance Capital Management, Inc. | 0.05% | Add +24.4% | 2,783 | $695K |
| Mill Creek Capital Advisors, LLC | 0.02% | Reduce -22.8% | 2,782 | $695K |
| Florida Trust Wealth Management Co | 0.02% | Add +1.6% | 2,771 | $692K |
| Breakwater Capital Group | 0.17% | Add +17.0% | 2,747 | $686K |
| Thomasville National Bank | 0.06% | Reduce -0.8% | 2,730 | $682K |
| Hutchens & Kramer Investment Management Group, LLC | 0.40% | Reduce -5.9% | 2,734 | $679K |
| Westshore Wealth, LLC | 0.28% | Add +4.1% | 2,716 | $679K |
| Moody LYNN Lieberson & Walker, LLC | 0.05% | Add +3.0% | 2,711 | $677K |
| Global Strategic Investment Solutions, LLC | 0.08% | Reduce -13.0% | 2,710 | $677K |
| American National Bank & Trust | 0.09% | No change | 2,707 | $676K |
| Allegheny Financial Group | 0.21% | Reduce -19.6% | 2,699 | $674K |
| Alpha Cubed Investments, LLC | 0.04% | Reduce -46.5% | 2,686 | $671K |
| Libra Wealth LLC | 0.29% | Reduce -17.4% | 2,673 | $668K |
| Sheaff Brock Investment Advisors, LLC | 0.05% | Reduce -6.3% | 2,672 | $668K |
| Northeast Financial Group, Inc. | 0.30% | Reduce -7.3% | 2,671 | $667K |
| Slow Capital, Inc. | 0.11% | Add +3.1% | 2,656 | $664K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -6.1% | 2,647 | $662K |
| International Assets Investment Management, LLC | 0.07% | Add +8.9% | 2,664 | $661K |
| Mascoma Wealth Management LLC | 0.19% | Add +7.8% | 2,636 | $659K |
| Americana Partners, LLC | 0.05% | Reduce -4.5% | 2,620 | $655K |
| Sonoma Private Wealth LLC | 1.05% | Reduce -0.9% | 2,616 | $654K |
| Webster Bank, N. A. | 0.07% | Add +5.1% | 2,609 | $652K |
| Aletheian Wealth Advisors LLC | 0.35% | Reduce -1.5% | 2,606 | $651K |
| Horst & Graben Wealth Management LLC | 0.13% | Reduce -0.4% | 2,593 | $648K |
| Naples Global Advisors, LLC | 0.07% | No change | 2,579 | $644K |
| Paulson Wealth Management Inc. | 0.19% | Reduce -4.7% | 2,575 | $643K |
| BIP Wealth, LLC | 0.05% | Add +2.5% | 2,558 | $639K |
| Hibernia Wealth Partners, LLC | 0.43% | Add +12.5% | 2,557 | $639K |
| American Institute for Advanced Investment Management, LLP | 0.50% | No change | 2,553 | $638K |
| Park Edge Advisors, LLC | 0.18% | Add +0.0% | 2,551 | $637K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.26% | Reduce -41.3% | 2,545 | $636K |
| Adamsbrown Wealth Consultants LLC | 0.26% | No change | 2,545 | $636K |
| Old North State Trust, LLC | 0.54% | — | 2,536 | $634K |
| DF Dent & Co. Inc. | 0.01% | No change | 2,533 | $633K |
| Eagle Wealth Strategies LLC | 0.51% | Reduce -96.5% | 2,540 | $630K |
| Welch Group, LLC | 0.03% | Reduce -12.5% | 2,519 | $630K |
| Geneos Wealth Management Inc. | 0.03% | Reduce -15.9% | 2,518 | $629K |
| Blossom Wealth Management | 1.51% | Add +4.9% | 2,516 | $629K |
| Johnson Financial Group, Inc. | 0.03% | Reduce -29.1% | 2,516 | $629K |
| Sonata Capital Group Inc. | 0.29% | No change | 2,512 | $628K |
| Diversify Advisory Services, LLC | 0.04% | — | 2,525 | $627K |
| TNF LLC | 0.25% | Reduce -3.7% | 2,613 | $626K |
| Grandfield & Dodd, LLC | 0.04% | No change | 2,494 | $623K |
| Smith Salley Wealth Management | 0.05% | Reduce -42.9% | 2,494 | $623K |
| Milestone Investment Advisors LLC | 0.17% | No change | 2,480 | $620K |
| Wambolt & Associates, LLC | 0.19% | Reduce -0.9% | 2,489 | $618K |
| BSW Wealth Partners | 0.10% | Reduce -10.5% | 2,472 | $618K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +0.0% | 2,466 | $616K |
| Stockman Wealth Management, Inc. | 0.11% | Add +1.6% | 2,462 | $615K |
| Diligent Investors, LLC | 0.15% | Add +0.0% | 2,456 | $614K |
| Howard Capital Management Group, LLC | 0.05% | New | 2,453 | $613K |
| Eagle Bay Advisors LLC | 0.39% | Add +27066.7% | 2,445 | $611K |
| CWA Asset Management Group, LLC | 0.04% | Reduce -12.0% | 2,445 | $611K |
| Fulton Bank, N.A. | 0.03% | Reduce -0.8% | 2,442 | $610K |
| Janiczek Wealth Management, LLC | 0.13% | Add +173.7% | 2,428 | $607K |
| Warwick Investment Management, Inc. | 0.15% | Reduce -2.7% | 2,426 | $606K |
| Baron Wealth Management LLC | 0.32% | Add +15.2% | 2,407 | $601K |
| New Covenant Trust Company, N.A. | 0.60% | — | 2,399 | $599K |
| 49 Wealth Management, LLC | 0.13% | No change | 2,414 | $599K |
| RDA Financial Network | 0.21% | Add +0.3% | 2,396 | $599K |
| Olistico Wealth, LLC | 0.43% | Reduce -2.2% | 2,392 | $598K |
| Gryphon Financial Partners LLC | 0.10% | Reduce -7.0% | 2,390 | $597K |
| MN Wealth Advisors, LLC | 0.37% | Add +7.4% | 2,389 | $597K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.15% | Add +1.1% | 2,386 | $596K |
| TAP Consulting, LLC | 0.13% | Reduce -6.8% | 2,382 | $595K |
| Geneva Partners, LLC | 0.26% | Reduce -84.6% | 2,363 | $590K |
| Brass Tax Wealth Management, Inc. | 0.31% | — | 2,362 | $590K |
| Pachira Investments Inc. | 0.48% | Add +3.0% | 2,361 | $590K |
| Stonebridge Financial Planning Group, LLC | 0.31% | Add +42.9% | 2,353 | $588K |
| Herold Advisors, Inc. | 0.14% | Reduce -10.8% | 2,346 | $586K |
| First Bank & Trust | 0.12% | New | 2,330 | $582K |
| Moser Wealth Advisors, LLC | 0.32% | No change | 2,315 | $578K |
| Annex Advisory Services, LLC | 0.02% | New | 2,315 | $578K |
| S&T Bank | 0.11% | Reduce -1.1% | 2,312 | $578K |
| Ranch Capital Advisors Inc. | 0.31% | Reduce -0.1% | 2,309 | $577K |
| GW&K Investment Management, LLC | 0.01% | No change | 2,303 | $575K |
| Blue Bell Private Wealth Management, LLC | 0.12% | Reduce -0.7% | 2,294 | $573K |
| Quantinno Capital Management LP | 0.01% | Reduce -44.7% | 2,292 | $573K |
| Ascent Group, LLC | 0.05% | Add +20.3% | 2,292 | $573K |
| ICA Group Wealth Management, LLC | 0.11% | Add +0.1% | 2,287 | $572K |
| Accel Wealth Management | 0.24% | Add +0.2% | 2,286 | $571K |
| Willis Investment Counsel | 0.04% | No change | 2,276 | $569K |
| Diversified Portfolios, Inc. | 0.08% | Reduce -2.8% | 2,269 | $567K |
| Kelman-Lazarov, Inc. | 0.11% | Reduce -0.8% | 2,268 | $567K |
| Westmount Partners, LLC | 0.20% | Add +0.3% | 2,254 | $563K |
| Lodestone Wealth Management LLC | 0.29% | Reduce -0.7% | 2,249 | $562K |
| Walled Lake Planning & Wealth Management, LLC | 0.23% | Add +30.5% | 2,233 | $558K |
| Nottingham Advisors, Inc. | 0.07% | Add +3.1% | 2,231 | $557K |
| Financial Strategies Group, Inc. | 0.15% | Reduce -3.5% | 2,250 | $557K |
| TCWP LLC | 1.46% | No change | 2,204 | $551K |
| Silverlake Wealth Management LLC | 0.28% | Reduce -5.0% | 2,197 | $549K |
| Falcon Wealth Planning | 0.09% | Add +1.4% | 2,196 | $549K |
| Meridian Wealth Partners, LLC | 0.10% | Reduce -1.8% | 2,193 | $548K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Add +7.5% | 2,193 | $548K |
| Sunburst Financial Group, LLC | 0.15% | Reduce -0.6% | 2,201 | $546K |
| Sequent Asset Management, LLC | 0.29% | No change | 2,187 | $546K |
| Kennicott Capital Management LLC | 0.24% | No change | 2,168 | $542K |
| Oakworth Capital, Inc. | 0.04% | Add +0.6% | 2,165 | $541K |
| Ehrlich Financial Group | 0.45% | Reduce -19.5% | 2,162 | $540K |
| Clarity Capital Advisors, LLC | 0.43% | Add +2.2% | 2,149 | $537K |
| DGS Capital Management, LLC | 0.15% | New | 2,141 | $535K |
| Francis Financial, Inc. | 0.17% | No change | 2,140 | $535K |
| JFS Wealth Advisors, LLC | 0.04% | Add +45.8% | 2,138 | $534K |
| Birchcreek Wealth Management, LLC | 0.28% | Reduce -7.2% | 2,134 | $533K |
| Basso Capital Management, L.P. | 0.50% | No change | 2,125 | $531K |
| Avantax Planning Partners, Inc. | 0.02% | Add +18.9% | 2,125 | $531K |
| Fiduciary Alliance LLC | 0.09% | Reduce -4.7% | 2,132 | $529K |
| WealthPLAN Partners, LLC | 0.05% | Add +6.1% | 2,115 | $528K |
| Baldwin Investment Management, LLC | 0.07% | Add +0.2% | 2,113 | $528K |
| Financial Alternatives, Inc | 0.41% | No change | 2,110 | $527K |
| Paces Ferry Wealth Advisors, LLC | 0.34% | Add +0.4% | 2,105 | $526K |
| Lyell Wealth Management, LP | 0.05% | No change | 2,097 | $524K |
| Cannell & Spears LLC | 0.01% | New | 2,094 | $523K |
| Boston Financial Mangement LLC | 0.02% | No change | 2,091 | $522K |
| Moloney Securities Asset Management, LLC | 0.08% | Reduce -0.3% | 2,089 | $522K |
| National Wealth Management Group, LLC | 0.40% | Add +1.9% | 2,072 | $518K |
| Pacific Sun Financial Corp | 0.30% | Reduce -8.1% | 2,065 | $516K |
| Wells Trecaso Financial Group, LLC | 0.18% | Add +1.2% | 2,038 | $509K |
| Palisade Asset Management, LLC | 0.05% | No change | 2,037 | $509K |
| Pettyjohn, Wood & White, Inc. | 0.10% | Add +3.4% | 2,029 | $507K |
| Busey Bank | 0.02% | No change | 2,026 | $506K |
| Mayfair Advisory Group, LLC | 0.37% | New | 2,025 | $506K |
| Boston Mountain Money Management Inc. | 0.35% | — | 2,025 | $506K |
| SFG Wealth Management, LLC. | 0.30% | Reduce -1.4% | 2,021 | $505K |
| Strategic Blueprint, LLC | 0.04% | Reduce -4.5% | 2,013 | $503K |
| L. Roy Papp & Associates, LLP | 0.06% | Reduce -4.1% | 1,998 | $499K |
| Jacobi Capital Management LLC | 0.05% | Reduce -6.9% | 1,986 | $496K |
| Galvin, Gaustad & Stein, LLC | 0.05% | Reduce -4.8% | 1,979 | $494K |
| Penobscot Investment Management Company, Inc. | 0.05% | No change | 1,964 | $491K |
| 180 Wealth Advisors, LLC | 0.09% | Reduce -1.0% | 1,959 | $489K |
| Fairview Capital Investment Management, LLC | 0.03% | Add +7.4% | 1,950 | $487K |
| Magnolia Capital Management Ltd. | 0.41% | No change | 1,950 | $487K |
| Claro Advisors Inc. | 0.08% | Add +18.7% | 1,942 | $485K |
| Sterling Financial Planning, Inc. | 0.20% | Reduce -5.2% | 1,933 | $483K |
| Burkett Financial Services, LLC | 0.25% | Add +0.4% | 1,925 | $481K |
| Bakala Capital LLC | 4.11% | Add +96.6% | 1,911 | $478K |
| Octavia Wealth Advisors, LLC | 0.07% | Reduce -1.0% | 1,903 | $475K |
| Prostatis Group LLC | 0.18% | Reduce -3.4% | 1,902 | $475K |
| Cove Private Wealth, LLC | 0.42% | Reduce -17.5% | 1,900 | $475K |
| Grey Ledge Advisors, LLC | 0.13% | Add +0.1% | 1,885 | $471K |
| Strategic Wealth Partners Group, LLC | 0.05% | Reduce -10.9% | 1,882 | $470K |
| North Star Asset Management Inc. | 0.02% | Add +1.5% | 1,873 | $468K |
| Plante Moran Financial Advisors, LLC | 0.05% | Add +69.5% | 1,864 | $466K |
| Riverstone Advisors, LLC | 0.28% | Add +25.0% | 1,863 | $465K |
| Orcam Financial Group | 0.51% | Add +0.2% | 1,861 | $465K |
| Security National Bank of So Dak | 0.28% | Add +33.1% | 1,851 | $462K |
| Pacific Sage Partners, LLC | 0.12% | No change | 1,848 | $462K |
| NorthLanding Financial Partners, LLC | 0.50% | Reduce -2.2% | 1,846 | $461K |
| Colonial Trust Co / SC | 0.09% | Reduce -17.1% | 1,840 | $460K |
| Athena Investment Management | 0.28% | No change | 1,839 | $459K |
| Joseph P. Lucia & Associates, LLC | 0.24% | Add +4.0% | 1,823 | $455K |
| Washington Trust Bank | 0.04% | Add +7.4% | 1,819 | $454K |
| Investmark Advisory Group LLC | 0.25% | No change | 1,807 | $451K |
| Unionview, LLC | 0.37% | Add +0.4% | 1,806 | $451K |
| Beacon Investment Advisory Services, Inc. | 0.02% | No change | 1,802 | $450K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,900 | $450K |
| Raffa Wealth Management, LLC | 0.13% | Add +0.4% | 1,796 | $449K |
| Shira Ridge Wealth Management | 0.26% | No change | 1,792 | $448K |
| Sage Mountain Advisors LLC | 0.05% | No change | 1,790 | $447K |
| Red Door Wealth Management, LLC | 0.09% | Add +8.0% | 1,789 | $447K |
| RAM Investment Partners, LLC | 0.14% | No change | 1,787 | $447K |
| Investment Advisory Group, LLC | 0.18% | Add +12.0% | 1,780 | $445K |
| Girard Partners LTD. | 0.04% | Reduce -16.9% | 1,776 | $444K |
| Granite Harbor Advisors, Inc. | 0.30% | Reduce -3.8% | 1,776 | $444K |
| American National Bank & Trust Co. | 0.10% | — | 1,773 | $443K |
| McGuire Investment Group, LLC | 0.06% | Add +10.1% | 1,771 | $443K |
| Values Added Financial LLC | 0.34% | No change | 1,755 | $439K |
| Journey Strategic Wealth LLC | 0.02% | No change | 1,753 | $438K |
| ETF Portfolio Partners, Inc. | 0.14% | Add +1.6% | 1,752 | $438K |
| Clarity Capital Partners LLC | 0.29% | Add +37.8% | 1,749 | $437K |
| Stokes Family Office, LLC | 0.05% | Reduce -7.9% | 1,748 | $437K |
| Financial Partners Group, Inc | 0.07% | Add +0.9% | 1,747 | $436K |
| Disciplined Investments, LLC | 0.24% | Add +10.0% | 1,744 | $436K |
| Family Firm, Inc. | 0.11% | Reduce -14.3% | 1,743 | $435K |
| Ti-Trust, Inc. | 0.32% | Add +32.3% | 1,735 | $434K |
| QRG Capital Management, Inc. | 0.01% | Add +1.5% | 1,720 | $430K |
| First Interstate Bank | 0.03% | Reduce -8.0% | 1,715 | $429K |
| Arthur M. Cohen & Associates, LLC | 0.09% | Add +0.1% | 1,706 | $426K |
| Echo Wealth Management, LLC | 0.35% | Reduce -4.4% | 1,701 | $425K |
| Summit Wealth & Retirement Planning, Inc. | 0.15% | No change | 1,699 | $425K |
| Walden Wealth Partners LLC | 0.25% | No change | 1,741 | $424K |
| L.M. Kohn & Company | 0.12% | Reduce -22.9% | 1,697 | $424K |
| Forum Financial Management, LP | 0.01% | Add +26.7% | 1,690 | $422K |
| Tritonpoint Wealth, LLC | 0.04% | Reduce -13.1% | 2,652 | $421K |
| Verum Partners LLC | 0.15% | Add +0.2% | 1,673 | $418K |
| Grant/GrossMendelsohn, LLC | 0.19% | Add +34.4% | 1,687 | $417K |
| Ategra Capital Management, LLC | 0.19% | No change | 1,669 | $417K |
| Bremer Bank National Association | 0.08% | Add +9.6% | 1,664 | $416K |
| Live Oak Private Wealth LLC | 0.07% | Reduce -24.3% | 1,655 | $414K |
| Heirloom Wealth Management | 0.14% | Reduce -2.8% | 1,652 | $413K |
| Mathes Company, Inc. | 0.16% | No change | 1,647 | $412K |
| Willow Creek Wealth Management Inc. | 0.05% | Add +5.9% | 1,646 | $411K |
| Logan Capital Management Inc. | 0.02% | No change | 1,642 | $410K |
| Hardy Reed LLC | 0.05% | Add +36.2% | 1,640 | $410K |
| Portfolio Strategies, Inc. | 0.03% | New | 1,640 | $410K |
| MontVue Capital Management, Inc. | 0.36% | No change | 1,626 | $406K |
| Investment Partners Asset Management, Inc. | 0.37% | No change | 1,624 | $406K |
| Ratio Wealth Group | 0.08% | Reduce -4.2% | 1,617 | $404K |
| River Wealth Advisors LLC | 0.06% | Add +0.7% | 1,617 | $404K |
| Wilmington Savings Fund Society, FSB | 0.02% | — | 1,612 | $403K |
| Equita Financial Network, Inc. | 0.18% | Add +62.9% | 1,603 | $401K |
| Epic Trust Investment Advisors, LLC | 0.49% | Reduce -16.2% | 1,601 | $400K |
| Signet Financial Management, LLC | 0.06% | Add +28.3% | 1,601 | $400K |
| Ellsworth Advisors, LLC | 0.11% | Add +0.2% | 1,663 | $399K |
| Lake Street Advisors Group, LLC | 0.02% | Add +5.7% | 1,595 | $399K |
| Regent Peak Wealth Advisors LLC | 0.10% | Add +11.3% | 1,584 | $396K |
| Davidson Trust Co. | 0.23% | New | 1,579 | $395K |
| Levy Wealth Management Group, LLC | 0.11% | No change | 1,690 | $393K |
| First Financial Bank - Trust Division | 0.04% | Reduce -1.6% | 1,568 | $392K |
| Berger Financial Group, Inc | 0.03% | Reduce -3.7% | 1,568 | $392K |
| Saxon Interests, Inc. | 0.19% | Reduce -5.3% | 1,565 | $391K |
| Vertex Planning Partners, LLC | 0.11% | No change | 1,560 | $390K |
| Swmg, LLC | 0.17% | Reduce -62.5% | 1,548 | $387K |
| Transform Wealth, LLC | 0.04% | Reduce -1.9% | 1,547 | $387K |
| Strategic Financial Services, Inc. | 0.02% | Add +2.7% | 1,540 | $385K |
| Personal Cfo Solutions, LLC | 0.06% | Add +9.5% | 1,512 | $378K |
| Alta Wealth Advisors LLC | 0.19% | Reduce -1.9% | 1,509 | $377K |
| Bordeaux Wealth Advisors LLC | 0.13% | Add +27.8% | 1,507 | $377K |
| Founders Financial Alliance, LLC | 0.11% | Add +13.3% | 1,504 | $376K |
| McAdam, LLC | 0.02% | Add +0.1% | 1,502 | $375K |
| Wimmer Associates 1, LLC | 0.20% | No change | 1,502 | $375K |
| Edgemoor Investment Advisors, Inc. | 0.04% | No change | 1,500 | $375K |
| One Wealth Management Investment & Advisory Services, LLC | 0.15% | Reduce -34.5% | 1,497 | $374K |
| VERITY Wealth Advisors | 0.28% | Reduce -13.6% | 1,487 | $371K |
| Stone House Investment Management, LLC | 0.09% | Add +12.5% | 1,482 | $370K |
| Pegasus Partners Ltd. | 0.04% | Reduce -31.8% | 1,477 | $369K |
| Engineers Gate Manager LP | 0.01% | New | 1,477 | $369K |
| Redwood Financial Network Corp | 0.32% | Reduce -1.9% | 1,472 | $368K |
| First Western Trust Bank | 0.02% | Reduce -12.3% | 1,465 | $366K |
| Wayfinding Financial, LLC | 0.21% | Reduce -4.2% | 1,505 | $366K |
| Wealthstream Advisors, Inc. | 0.14% | Add +0.3% | 1,464 | $366K |
| Moors & Cabot, Inc. | 0.02% | Add +1.0% | 1,463 | $366K |
| Sara-Bay Financial | 0.16% | Add +8.2% | 1,468 | $364K |
| Becker Capital Management Inc. | 0.01% | Reduce -1.3% | 1,458 | $364K |
| Willis Johnson & Associates, Inc. | 0.03% | Reduce -0.6% | 1,458 | $364K |
| Greenleaf Trust | 0.00% | Reduce -3.3% | 1,454 | $363K |
| Sunflower Bank, N.A. | 0.08% | No change | 1,449 | $362K |
| Madison Park Capital Advisors, LLC | 0.32% | Add +0.8% | 1,449 | $362K |
| Delta Financial Group, Inc. | 0.11% | Add +9.1% | 1,449 | $362K |
| Legacy Financial Advisors, Inc. | 0.06% | Reduce -20.6% | 1,445 | $361K |
| Northwest Bank & Trust Co | 0.33% | No change | 1,511 | $360K |
| Sloy Dahl & Holst, LLC | 0.08% | Add +1.5% | 1,435 | $359K |
| Congress Asset Management Co. | 0.00% | No change | 1,428 | $357K |
| Tower View Wealth Management LLC | 0.21% | Reduce -8.0% | 1,427 | $357K |
| Valley National Advisers Inc. | 0.05% | No change | 1,427 | $356K |
| Howard Wealth Management, LLC | 0.29% | Reduce -2.1% | 1,424 | $356K |
| Granite FO LLC | 0.21% | No change | 1,385 | $353K |
| One Wealth Map LLC | 0.23% | Reduce -33.4% | 1,485 | $352K |
| Raymond James Trust Co. of NH | 3.50% | Reduce -9.8% | 1,408 | $352K |
| Edge Financial Advisors LLC | 0.31% | — | 1,407 | $351K |
| New England Private Wealth Advisors LLC | 0.06% | Add +0.3% | 1,414 | $351K |
| Gibson Wealth Advisors LLC | 0.34% | — | 1,397 | $349K |
| Avitas Wealth Management LLC | 0.05% | Reduce -0.9% | 1,397 | $349K |
| Dentgroup LLC | 0.29% | Add +0.4% | 1,396 | $349K |
| Toth Financial Advisory Corp. | 0.04% | Add +0.1% | 1,395 | $348K |
| Signal Advisors Wealth, LLC | 0.09% | Add +9.3% | 1,392 | $348K |
| Parkside Financial Bank & Trust | 0.06% | Reduce -30.7% | 1,384 | $346K |
| Caldwell Sutter Capital, Inc. | 0.17% | Add +5.8% | 1,383 | $346K |
| First National Bank of Mount Dora, Trust Investment Services | 0.08% | No change | 1,381 | $345K |
| Howland Capital Management LLC | 0.02% | No change | 1,375 | $344K |
| Fort Pitt Capital Group, LLC | 0.01% | No change | 1,375 | $344K |
| Lowery Thomas, LLC | 0.26% | Add +0.4% | 1,374 | $343K |
| Better Money Decisions, LLC | 0.27% | Add +8.5% | 1,373 | $343K |
| CGN Advisors LLC | 0.04% | Reduce -3.5% | 1,371 | $343K |
| LifeGuide Financial Advisors, LLC | 0.17% | Reduce -30.7% | 1,364 | $341K |
| Client 1ST Advisory Group, LLC | 0.15% | No change | 1,358 | $339K |
| Strategic Equity Management | 0.28% | New | 1,358 | $339K |
| CWS Financial Advisors, LLC | 0.14% | No change | 1,354 | $338K |
| Clearstead Trust, LLC | 0.09% | No change | 1,352 | $338K |
| Avaii Wealth Management, LLC | 0.20% | Reduce -0.2% | 1,352 | $338K |
| EPG Wealth Management LLC | 0.08% | Add +7.4% | 1,350 | $337K |
| Strategic Advisors LLC | 0.07% | No change | 1,336 | $334K |
| Coastline Trust Co | 0.04% | New | 1,336 | $334K |
| ARS Wealth Advisors Group, LLC | 0.04% | Add +39.3% | 1,333 | $333K |
| Prepared Retirement Institute LLC | 0.25% | Add +0.1% | 1,334 | $333K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 1,431 | $333K |
| Flower City Capital | 0.22% | No change | 1,327 | $331K |
| Confluence Wealth Services, Inc. | 0.03% | Reduce -62.2% | 1,323 | $331K |
| KWB Wealth | 0.04% | Reduce -1.6% | 1,322 | $330K |
| North Star Investment Management Corp. | 0.02% | Add +49.4% | 1,322 | $330K |
| Townsend Asset Management Corp. /NC/ | 0.13% | Reduce -21.0% | 1,320 | $330K |
| Compass Advisory Group LLC | 0.15% | New | 1,316 | $329K |
| Csenge Advisory Group | 0.02% | Add +25.8% | 1,313 | $328K |
| Cora Capital Advisors LLC | 0.17% | Add +0.4% | 1,311 | $328K |
| Fairfield, Bush & Co. | 0.19% | Reduce -1.5% | 1,311 | $328K |
| First American Trust, FSB | 0.03% | Add +19.5% | 1,310 | $327K |
| Accretive Wealth Partners, LLC | 0.14% | Add +4.8% | 1,355 | $327K |
| Intrepid Financial Planning Group LLC | 0.14% | Reduce -3.6% | 1,306 | $326K |
| HT Partners LLC | 0.12% | No change | 1,305 | $326K |
| FRG Family Wealth Advisors LLC | 0.06% | No change | 1,369 | $326K |
| KOM Wealth Management Group, LLC | 0.32% | Add +4.4% | 1,301 | $325K |
| Cooper Financial Group | 0.05% | Add +17.5% | 1,298 | $324K |
| Alley Investment Management Company, LLC | 0.04% | Add +0.2% | 1,292 | $323K |
| Camelot Technology Advisors, Inc. | 0.30% | Add +14.0% | 1,283 | $321K |
| Detalus Advisors, LLC | 0.11% | Reduce -2.7% | 1,283 | $320K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -35.1% | 1,279 | $320K |
| Glassman Wealth Services | 0.06% | Add +0.2% | 1,276 | $319K |
| 1ST Source Bank | 0.02% | No change | 1,273 | $318K |
| Intelligence Driven Advisers, LLC | 0.05% | No change | 1,271 | $318K |
| Perissos Private Wealth Management, LLC | 0.29% | — | 1,270 | $317K |
| Catalina Capital Group, LLC | 0.14% | Add +9.7% | 1,269 | $317K |
| Seneca Financial Advisors LLC | 0.17% | Reduce -11.9% | 1,266 | $316K |
| Compass Financial Group, INC | 0.07% | Reduce -5.7% | 1,259 | $315K |
| Element Wealth, LLC | 0.18% | Add +0.1% | 1,258 | $314K |
| Whalerock Point Partners, LLC | 0.09% | No change | 1,255 | $314K |
| American Financial & Tax Strategies Inc. | 0.17% | Add +2.5% | 1,254 | $313K |
| Childress Capital Advisors, LLC | 0.09% | New | 1,253 | $313K |
| Penobscot Wealth Management | 0.20% | Reduce -9.7% | 1,248 | $312K |
| David J Yvars Group | 0.21% | No change | 1,243 | $311K |
| WealthTrust Asset Management, LLC | 0.24% | Reduce -4.2% | 1,242 | $310K |
| Morton Capital Management LLC | 0.08% | Reduce -7.7% | 1,241 | $310K |
| Independence Asset Advisors, LLC | 7.45% | Add +0.4% | 1,238 | $309K |
| Glen Eagle Advisors, LLC | 0.06% | Add +10.3% | 1,236 | $309K |
| Callan Family Office, LLC | 0.07% | No change | 1,234 | $308K |
| Argent Advisors, Inc. | 0.12% | No change | 1,230 | $307K |
| Susquehanna International Group, LLP | 0.00% | Reduce -98.6% | 1,226 | $306K |
| YHB Investment Advisors, Inc. | 0.03% | No change | 1,225 | $306K |
| Unique Wealth, LLC | 0.09% | New | 1,220 | $305K |
| Strategic Wealth Partners, Ltd. | 0.03% | Add +5.2% | 1,212 | $303K |
| Allred Capital Management, LLC | 0.12% | Add +0.2% | 1,208 | $302K |
| MKT Advisors LLC | 0.17% | No change | 1,239 | $302K |
| Raab & Moskowitz Asset Management LLC | 0.08% | New | 1,205 | $301K |
| Grunden Financial Advisory, Inc. | 0.16% | Reduce -0.3% | 1,200 | $300K |
| Acorn Wealth Advisors, LLC | 0.16% | Add +0.3% | 1,197 | $299K |
| SYM FINANCIAL Corp | 0.05% | No change | 1,195 | $299K |
| Bogart Wealth, LLC | 0.02% | Reduce -4.0% | 1,192 | $298K |
| Cambridge Capital Management, LLC | 0.23% | Add +1.8% | 1,191 | $297K |
| GHP Investment Advisors, Inc. | 0.01% | Add +0.2% | 1,184 | $296K |
| Midwest Professional Planners, LTD. | 0.10% | Reduce -5.1% | 1,182 | $295K |
| Byrne Asset Management LLC | 0.24% | No change | 1,177 | $294K |
| Bensler, LLC | 0.04% | Reduce -38.7% | 1,177 | $294K |
| SkyOak Wealth, LLC | 0.07% | Reduce -7.9% | 1,162 | $290K |
| Cladis Investment Advisory, LLC | 0.21% | Add +1.3% | 1,158 | $289K |
| WMG Financial Advisors, LLC | 0.17% | Reduce -9.0% | 1,157 | $289K |
| Turtle Creek Wealth Advisors, LLC | 0.07% | Add +1.4% | 1,154 | $288K |
| Safeguard Investment Advisory Group, LLC | 0.10% | Reduce -1.9% | 1,154 | $288K |
| Cadinha & Co. LLC | 0.05% | No change | 1,150 | $287K |
| Lake Street Private Wealth, LLC | 0.04% | No change | 1,148 | $287K |
| Clifford Swan Investment Counsel LLC | 0.01% | Add +0.3% | 1,146 | $286K |
| Bath Savings Trust Co | 0.03% | Add +6.9% | 1,143 | $286K |
| RVW Wealth, LLC | 0.03% | New | 1,141 | $285K |
| Prosperity Planning, Inc. | 0.14% | Reduce -1.3% | 1,138 | $284K |
| West Michigan Advisors, LLC | 0.09% | New | 1,138 | $284K |
| CW Advisors, LLC | 0.00% | Reduce -28.4% | 1,133 | $283K |
| Old Port Advisors | 0.09% | Reduce -0.4% | 1,130 | $282K |
| Tradewinds Capital Management, LLC | 0.08% | Add +0.4% | 1,128 | $282K |
| Burney Co./ | 0.01% | Reduce -0.3% | 1,127 | $282K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.12% | Add +0.9% | 1,168 | $280K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Add +0.6% | 1,119 | $279K |
| Divergent Planning, LLC | 0.12% | Reduce -37.6% | 1,125 | $279K |
| Three Bridge Wealth Advisors, LLC | 0.11% | No change | 1,115 | $279K |
| Gries Financial LLC | 0.05% | Reduce -28.1% | 1,114 | $278K |
| Weitzel Financial Services, Inc. | 0.14% | No change | 1,119 | $278K |
| Klingman & Associates, LLC | 0.02% | Add +8.5% | 1,111 | $278K |
| HUB Investment Partners, LLC | 0.02% | Reduce -19.9% | 1,108 | $277K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 1,098 | $274K |
| HTG Investment Advisors, Inc. | 0.16% | No change | 1,093 | $273K |
| Barrett & Company, Inc. | 0.13% | Add +0.1% | 1,093 | $273K |
| Tactive Advisors, LLC | 0.14% | Reduce -1.8% | 1,088 | $272K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +3.2% | 1,085 | $271K |
| Summitry LLC | 0.01% | New | 1,085 | $271K |
| First Trust Direct Indexing L.P. | 0.02% | Reduce -1.7% | 1,082 | $270K |
| Lathrop Investment Management Co. | 0.05% | No change | 1,080 | $270K |
| Sageworth Trust Co of South Dakota | 0.42% | No change | 1,080 | $270K |
| Ironwood Wealth Management, LLC. | 0.09% | Add +0.2% | 1,074 | $268K |
| All Season Financial Advisors, Inc. | 0.22% | Reduce -4.3% | 1,071 | $268K |
| Fairman Group, LLC | 0.25% | Add +1.9% | 1,067 | $267K |
| Prairie Wealth Advisors, Inc. | 0.13% | — | 1,066 | $266K |
| WealthCare Investment Partners, LLC | 0.13% | Reduce -2.6% | 1,064 | $266K |
| Twin Peaks Wealth Advisors, LLC | 0.15% | Add +17.9% | 1,063 | $266K |
| Cassady Schiller Wealth Management, LLC | 0.12% | Add +7.9% | 1,053 | $263K |
| Tyche Wealth Partners LLC | 0.06% | Reduce -33.3% | 1,053 | $263K |
| Waters Parkerson & Co., LLC | 0.01% | No change | 1,054 | $263K |
| Legacy Trust | 0.07% | New | 1,052 | $263K |
| Ballentine Capital Advisors, Inc | 0.14% | No change | 1,058 | $263K |
| Gotham Asset Management | 0.00% | New | 1,044 | $261K |
| Madison Wealth Partners, Inc | 0.09% | Add +13.1% | 1,043 | $261K |
| Correct Capital Wealth Management | 0.06% | No change | 1,042 | $260K |
| Physician Wealth Advisors, Inc. | 0.05% | Add +0.2% | 1,102 | $260K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 1,038 | $259K |
| Anson Capital, Inc. | 0.37% | Reduce -14.1% | 1,040 | $258K |
| Dearborn Partners LLC | 0.01% | Reduce -5.3% | 1,030 | $257K |
| Naviter Wealth, LLC | 0.04% | Reduce -17.1% | 1,029 | $257K |
| Intrua Financial, LLC | 0.04% | Reduce -10.2% | 1,027 | $257K |
| Mendel Capital Management LLC | 0.17% | No change | 1,025 | $256K |
| Syntegra Private Wealth Group, LLC | 0.03% | New | 1,024 | $256K |
| Greenfield Savings Bank | 0.13% | No change | 1,024 | $256K |
| Peoples Bank | 0.14% | Add +0.7% | 1,023 | $256K |
| Zacks Investment Management | 0.00% | Reduce -0.2% | 1,022 | $255K |
| Enzi Wealth | 0.12% | Add +20.4% | 1,075 | $255K |
| Presilium Private Wealth, LLC | 0.07% | Add +0.4% | 1,018 | $254K |
| FC Advisory LLC | 0.09% | Reduce -7.7% | 1,014 | $253K |
| Westside Investment Management, Inc. | 0.06% | Add +5.2% | 1,009 | $252K |
| Acima Private Wealth, LLC | 0.09% | Reduce -2.0% | 1,007 | $252K |
| Sensible Money, LLC | 0.14% | No change | 1,005 | $251K |
| Tolleson Wealth Management, Inc. | 0.05% | Reduce -8.0% | 1,004 | $251K |
| Money Concepts Capital Corp. | 0.02% | Add +6.2% | 1,004 | $251K |
| Summit Asset Management, LLC | 0.03% | Reduce -21.5% | 1,002 | $250K |
| Novak & Powell Financial Services, Inc. | 0.19% | Add +1.6% | 2,404 | $250K |
| Cedar Wealth Management, LLC | 0.08% | Add +1.0% | 1,001 | $250K |
| Kanawha Capital Management LLC | 0.02% | New | 1,001 | $250K |
| Searle & Co. | 0.06% | No change | 1,000 | $250K |
| Colorado Capital Management, Inc. | 0.14% | New | 992 | $248K |
| Janney Capital Management LLC | 0.02% | Add +1.5% | 992 | $248K |
| Fairway Wealth LLC | 0.17% | Add +25.1% | 986 | $246K |
| Rothschild Investment LLC | 0.02% | No change | 985 | $246K |
| Embree Financial Group | 0.05% | Reduce -1.1% | 985 | $246K |
| Kavar Capital Partners Group, LLC | 0.05% | No change | 981 | $245K |
| SignalPoint Asset Management, LLC | 0.07% | New | 977 | $244K |
| Lazari Capital Management, Inc. | 0.13% | Add +0.2% | 977 | $244K |
| Transatlantique Private Wealth LLC | 0.11% | No change | 976 | $244K |
| Strategic Financial Planning, Inc. | 0.18% | No change | 975 | $244K |
| First Trust Investment Solutions L.P. | 0.04% | No change | 975 | $244K |
| Valley Brook Capital Group, Inc. | 0.19% | Add +4.4% | 965 | $241K |
| Norris Perne & French LLP | 0.02% | New | 962 | $240K |
| Websterrogers Financial Advisors, LLC | 0.09% | Reduce -11.8% | 961 | $240K |
| Columbia Bank | 0.10% | — | 961 | $240K |
| VitalStone Financial, LLC | 0.18% | No change | 962 | $240K |
| Tocqueville Asset Management L.P. | 0.00% | Add +0.1% | 957 | $239K |
| Obsidian Personal Planning Solutions LLC | 0.16% | New | 1,004 | $239K |
| Trustco Bank Corp. N Y | 0.25% | No change | 955 | $239K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -0.9% | 953 | $238K |
| Covestor Ltd | 0.15% | Add +13.5% | 950 | $238K |
| Cambridge Financial Group, LLC | 0.11% | Add +0.2% | 952 | $238K |
| New Republic Capital, LLC | 0.15% | Reduce -31.6% | 951 | $238K |
| Myecfo, LLC | 0.14% | New | 950 | $237K |
| Fort Sheridan Advisors LLC | 0.04% | New | 949 | $237K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.08% | Add +92.9% | 947 | $237K |
| Cascade Investment Group, Inc. | 0.18% | No change | 943 | $236K |
| Facet Wealth, Inc. | 0.01% | Reduce -9.4% | 962 | $234K |
| HFG Advisors, Inc. | 0.21% | Reduce -3.4% | 938 | $234K |
| Clearwater Capital Advisors, LLC | 0.03% | Reduce -9.7% | 937 | $234K |
| Mfa Wealth Advisors, LLC | 0.06% | No change | 932 | $233K |
| Cobblestone Capital Advisors LLC | 0.01% | No change | 930 | $232K |
| Wagner Wealth Management, LLC | 0.07% | No change | 925 | $231K |
| Astoria Strategic Wealth, Inc. | 0.07% | New | 923 | $231K |
| One Wealth Advisors, LLC | 0.04% | No change | 923 | $231K |
| FourThought Financial Partners, LLC | 0.03% | Reduce -2.9% | 923 | $231K |
| Fortem Financial Group, LLC | 0.10% | New | 920 | $230K |
| First National Advisers, LLC | 0.05% | Reduce -30.4% | 918 | $229K |
| Barclays PLC | 0.00% | No change | 917 | $229K |
| Hummer Financial Advisory Services Inc | 0.19% | New | 915 | $229K |
| Geometric Wealth Advisors | 0.05% | No change | 915 | $229K |
| Bank of Nova Scotia | 0.00% | No change | 910 | $227K |
| McLean Asset Management Corp | 0.08% | No change | 919 | $227K |
| Telos Capital Management, Inc. | 0.03% | No change | 908 | $227K |
| Roberts Wealth Advisors, LLC | 0.08% | New | 956 | $227K |
| FAS Wealth Partners, Inc. | 0.02% | Reduce -6.4% | 906 | $226K |
| Thrive Wealth Management, LLC | 0.05% | New | 900 | $225K |
| Old North State Wealth Management, LLC | 0.15% | Add +0.5% | 893 | $224K |
| Patton Albertson Miller Group, LLC | 0.03% | No change | 894 | $223K |
| Corundum Group, Inc. | 0.11% | No change | 890 | $222K |
| First Long Island Investors, LLC | 0.02% | No change | 890 | $222K |
| Matrix Asset Advisors Inc. | 0.03% | No change | 888 | $222K |
| Pennsylvania Capital Management Inc. | 0.09% | Add +0.1% | 884 | $221K |
| Osborne Partners Capital Management, LLC | 0.01% | No change | 881 | $220K |
| Members Trust Co | 0.01% | New | 876 | $219K |
| BlackRock Inc. | 0.00% | Add +3.3% | 874 | $218K |
| Greenspring Advisors, LLC | 0.05% | No change | 873 | $218K |
| LaSalle St. Investment Advisors, LLC | 0.12% | No change | 940 | $218K |
| Lansing Street Advisors | 0.10% | Reduce -3.0% | 869 | $217K |
| Central Valley Advisors, LLC | 0.11% | Reduce -0.1% | 867 | $217K |
| Mechanics Bank Trust Department | 0.03% | No change | 867 | $217K |
| Courage Miller Partners, LLC | 0.07% | New | 866 | $216K |
| Tradition Wealth Management, LLC | 0.02% | Add +0.1% | 866 | $216K |
| Carson Advisory Inc. | 0.15% | New | 865 | $216K |
| Ted Buchan & Co | 0.13% | No change | 863 | $216K |
| Sound Stewardship, LLC | 0.13% | Reduce -0.8% | 863 | $216K |
| WealthShield Partners, LLC | 0.03% | Reduce -1.9% | 862 | $215K |
| Radnor Capital Management, LLC | 0.04% | No change | 860 | $215K |
| Invst, LLC | 0.03% | New | 865 | $215K |
| Regimen Wealth, LLC | 0.07% | Reduce -4.6% | 859 | $215K |
| Opal Wealth Advisors, LLC | 0.07% | New | 859 | $215K |
| Institutional & Family Asset Management, LLC | 0.03% | No change | 854 | $213K |
| RMR Wealth Builders | 0.03% | New | 851 | $213K |
| Sentry LLC | 0.04% | New | 850 | $212K |
| Financial Life Advisors | 0.09% | Reduce -21.0% | 849 | $212K |
| ROI Financial Advisors, LLC | 0.17% | Reduce -14.7% | 848 | $212K |
| CIC Wealth, LLC | 0.06% | New | 848 | $212K |
| Trust Co | 0.03% | No change | 846 | $211K |
| EPIQ Capital Group, LLC | 0.08% | New | 845 | $211K |
| Strategy Asset Managers LLC | 0.05% | New | 845 | $211K |
| Meritage Portfolio Management | 0.01% | Reduce -79.6% | 845 | $211K |
| Leo Wealth, LLC | 0.02% | Reduce -0.6% | 846 | $211K |
| TKG Advisors, LLC | 0.12% | New | 839 | $210K |
| SpiderRock Advisors, LLC | 0.01% | — | 860 | $209K |
| Middleton & Co. Inc. | 0.02% | New | 834 | $208K |
| Creegan & Nassoura Financial Group, LLC | 0.14% | New | 825 | $206K |
| Abacus Planning Group, Inc. | 0.04% | New | 824 | $206K |
| Planning Capital Management Corp | 0.15% | Reduce -0.6% | 824 | $206K |
| Hudson Value Partners, LLC | 0.09% | New | 822 | $205K |
| True North Advisors, LLC | 0.06% | New | 822 | $205K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.12% | New | 822 | $205K |
| Wealthstar Advisors, LLC | 0.07% | New | 819 | $205K |
| Plotkin Financial Advisors, LLC | 0.14% | New | 818 | $204K |
| Roman Butler Fullerton & Co. | 0.08% | New | 860 | $204K |
| Providence Capital Advisors, LLC | 0.04% | No change | 814 | $203K |
| Midwest Financial Group LLC | 0.14% | New | 812 | $203K |
| F/m Investments LLC | 0.14% | New | 852 | $203K |
| Strategic Financial Partners, Ltd. | 0.11% | New | 809 | $202K |
| Main Management LLC | 0.02% | No change | 807 | $202K |
| Clean Yield Group | 0.08% | No change | 808 | $202K |
| Tortoise Investment Management, LLC | 0.02% | Add +129.3% | 807 | $202K |
| Secured Retirement Advisors, LLC | 0.17% | New | 801 | $200K |
| LFA - Lugano Financial Advisors SA | 0.15% | Add +100.0% | 800 | $200K |
| C M Bidwell & Associates Ltd. | 0.14% | No change | 799 | $200K |
| Indiana Trust & Investment Management Co | 0.08% | No change | 781 | $195K |
| DHJJ Financial Advisors, Ltd. | 0.09% | No change | 779 | $195K |
| Global Trust Asset Management, LLC | 0.08% | No change | 778 | $194K |
| Richardson Capital Management LLC | 0.15% | No change | 754 | $188K |
| Sugarloaf Wealth Management, LLC | 0.04% | Add +10.9% | 752 | $188K |
| Sittner & Nelson, LLC | 0.09% | No change | 738 | $184K |
| HHM Wealth Advisors, LLC | 0.03% | Reduce -3.7% | 738 | $184K |
| Beacon Capital Management, LLC | 0.04% | Reduce -13.1% | 722 | $180K |
| Tyler-Stone Wealth Management | 0.08% | Add +0.3% | 721 | $180K |
| Archer Investment Corp | 0.05% | Reduce -6.3% | 718 | $179K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | Add +7.8% | 705 | $176K |
| Private Capital Management LLC | 0.04% | Reduce -39.1% | 690 | $172K |
| Hoese & Co LLP | 0.15% | No change | 700 | $168K |
| Gradient Investments LLC | 0.00% | Add +0.5% | 674 | $168K |
| Rise Advisors, LLC | 0.09% | Add +0.5% | 656 | $164K |
| Key Financial Inc | 0.04% | Add +11.0% | 654 | $164K |
| Morling Financial Advisors, LLC | 0.09% | Reduce -2.3% | 651 | $163K |
| TCTC Holdings, LLC | 0.01% | Add +2.6% | 636 | $159K |
| Register Financial Advisors LLC | 0.08% | Add +9.7% | 634 | $158K |
| Integrity Financial Corp | 0.11% | Add +22.7% | 632 | $158K |
| Red Lighthouse Investment Management, LLC | 0.06% | No change | 624 | $156K |
| Compass Wealth Management LLC | 0.04% | No change | 615 | $154K |
| Balefire, LLC | 0.06% | Add +11.1% | 611 | $153K |
| Cornerstone Planning Group LLC | 0.05% | Reduce -22.7% | 623 | $150K |
| MCF Advisors LLC | 0.01% | Reduce -1.6% | 598 | $149K |
| Birch Capital Management, LLC | 0.07% | Add +96.2% | 569 | $142K |
| PrairieView Partners, LLC | 0.02% | No change | 565 | $142K |
| Cape Investment Advisory, Inc. | 0.07% | Add +1.6% | 561 | $140K |
| Pacifica Partners Inc. | 0.06% | Add +0.2% | 553 | $136K |
| Tompkins Financial Corp. | 0.02% | Reduce -15.2% | 543 | $136K |
| Venturi Wealth Management, LLC | 0.01% | No change | 539 | $135K |
| Solstein Capital, LLC | 0.09% | No change | 537 | $134K |
| Bfsg, LLC | 0.02% | Reduce -25.4% | 536 | $134K |
| Mango Five Family, Inc. | 0.04% | No change | 535 | $134K |
| Sunbelt Securities, Inc. | 0.01% | Add +24.7% | 530 | $132K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.4% | 515 | $129K |
| Mycio Wealth Partners, LLC | 0.03% | No change | 507 | $127K |
| BNP Paribas Financial Markets | 0.00% | New | 500 | $125K |
| Richardson Financial Services Inc. | 0.09% | Reduce -0.6% | 496 | $124K |
| Mb, Levis & Associates, LLC | 0.07% | Add +0.4% | 493 | $123K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -12.0% | 514 | $122K |
| Legacy Bridge, LLC | 0.07% | Reduce -8.8% | 487 | $122K |
| Intelligent Financial Strategies | 0.08% | Add +0.4% | 487 | $122K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 481 | $120K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 475 | $119K |
| Clear Point Advisors Inc. | 0.10% | Add +1.5% | 463 | $116K |
| Bell Investment Advisors, Inc | 0.02% | Add +0.2% | 461 | $115K |
| Hills Bank & Trust Co | 0.01% | No change | 458 | $114K |
| Zions Bancorporation, N.A. | 0.01% | Reduce -20.4% | 446 | $111K |
| Copeland Capital Management, LLC | 0.00% | Reduce -56.6% | 438 | $109K |
| Breakwater Investment Management | 0.05% | — | 430 | $107K |
| GAMMA Investing LLC | 0.02% | Add +99.5% | 423 | $106K |
| Global Financial Private Client, LLC | 0.05% | No change | 423 | $105K |
| Tucker Asset Management LLC | 0.02% | Add +1.4% | 420 | $105K |
| Nabity-Jensen Investment Management Inc | 0.09% | New | 418 | $104K |
| Broadwater Capital Management LLC | 0.08% | No change | 415 | $104K |
| First Personal Financial Services | 0.02% | Reduce -27.4% | 413 | $103K |
| Partnership Wealth Management, LLC | 0.07% | Add +0.3% | 409 | $102K |
| DecisionPoint Financial, LLC | 0.04% | No change | 406 | $98K |
| Provident Wealth Management, LLC | 0.04% | Add +37.0% | 374 | $93K |
| Front Row Advisors LLC | 0.03% | No change | 366 | $91K |
| Nemes Rush Group LLC | 0.01% | Reduce -24.2% | 357 | $89K |
| First Community Trust NA | 0.08% | No change | 353 | $88K |
| Brown, Lisle/Cummings, Inc. | 0.03% | No change | 342 | $85K |
| Colonial Trust Advisors | 0.01% | Add +380.9% | 327 | $82K |
| Retirement Group, LLC | 0.03% | No change | 321 | $80K |
| Hantz Financial Services, Inc. | 0.00% | New | 321 | $80K |
| Maryland Capital Advisors Inc. | 0.05% | Add +6.4% | 316 | $79K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 314 | $78K |
| Centennial Bank | 0.04% | No change | 310 | $77K |
| Evergreen Private Wealth LLC | 0.04% | No change | 304 | $76K |
| Founders Capital Management | 0.05% | No change | 303 | $76K |
| Vestor Capital, LLC | 0.01% | Reduce -3.5% | 300 | $75K |
| Macroview Investment Management LLC | 0.08% | No change | 300 | $75K |
| TFO Wealth Partners, LLC | 0.01% | No change | 300 | $75K |
| Concord Wealth Partners | 0.01% | Add +0.3% | 297 | $74K |
| Frazier Financial Advisors, LLC | 0.06% | No change | 285 | $71K |
| Keener Financial Planning LLC | 0.05% | No change | 283 | $71K |
| Family CFO Inc | 0.04% | No change | 283 | $71K |
| Morris Financial Concepts, Inc. | 0.04% | Reduce -6.0% | 281 | $70K |
| Gen-Wealth Partners Inc | 0.03% | — | 278 | $69K |
| Evolution Advisers, Inc. | 0.04% | Reduce -4.2% | 271 | $68K |
| Atticus Wealth Management, LLC | 0.02% | Add +0.4% | 258 | $65K |
| Avalon Trust Co | 0.01% | No change | 250 | $62K |
| LifeSteps Financial, Inc. | 0.05% | New | 248 | $62K |
| SRH Advisors, LLC | 0.02% | No change | 245 | $61K |
| Vermillion & White Wealth Management Group, LLC | 0.05% | No change | 242 | $60K |
| Motco | 0.00% | No change | 240 | $60K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -78.0% | 230 | $57K |
| Criterion Capital Advisors, LLC | 0.04% | No change | 230 | $57K |
| Perritt Capital Management Inc | 0.03% | Reduce -3.8% | 227 | $57K |
| Impact Partnership Wealth, LLC | 0.02% | Reduce -32.7% | 226 | $56K |
| Sawyer & Company, Inc | 0.02% | Add +62.0% | 222 | $55K |
| Bradley & Co. Private Wealth Management, LLC | 0.04% | No change | 220 | $55K |
| Winch Advisory Services, LLC | 0.02% | Add +0.5% | 220 | $55K |
| MTM Investment Management, LLC | 0.02% | Add +29.1% | 213 | $53K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.5% | 201 | $50K |
| Legacies Wealth LLC | 0.04% | No change | 200 | $50K |
| Union Savings Bank | 0.03% | No change | 196 | $49K |
| Wetzel Investment Advisors, Inc. | 0.03% | Add +2.0% | 206 | $48K |
| Halpern Financial, Inc. | 0.01% | No change | 195 | $48K |
| Northwest Investment Counselors, LLC | 0.01% | New | 192 | $48K |
| Insight Inv LLC | 0.04% | No change | 191 | $48K |
| Hanson & Doremus Investment Management | 0.01% | No change | 188 | $47K |
| LRI Investments, LLC | 0.01% | — | 185 | $46K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | No change | 183 | $46K |
| PFS Partners, LLC | 0.03% | Add +0.6% | 183 | $46K |
| GoalVest Advisory LLC | 0.02% | Add +0.6% | 181 | $45K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | Add +28.6% | 180 | $45K |
| Running Point Capital Advisors, LLC | 0.02% | Reduce -18.7% | 178 | $44K |
| Financial Perspectives, Inc | 0.02% | Add +32.1% | 177 | $44K |
| Pathway Financial Advisers, LLC | 0.02% | No change | 176 | $44K |
| Aberdeen Wealth Management LLC | 0.02% | New | 169 | $42K |
| Goodman Advisory Group, LLC | 0.01% | No change | 165 | $41K |
| Angeles Wealth Management, LLC | 0.00% | No change | 163 | $41K |
| Main Street Group, LTD | 0.02% | Reduce -3.0% | 160 | $40K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 158 | $39K |
| Evensky & Katz LLC | 0.00% | No change | 152 | $38K |
| Peoples Bank | 0.03% | No change | 150 | $37K |
| Abich Financial Wealth Management LLC | 0.03% | Reduce -52.1% | 150 | $37K |
| Citizens National Bank Trust Department | 0.01% | No change | 148 | $37K |
| Orion Capital Management LLC | 0.02% | No change | 143 | $36K |
| CVA Family Office, LLC | 0.01% | Add +0.7% | 140 | $35K |
| Blume Capital Management, Inc. | 0.01% | No change | 139 | $35K |
| Hexagon Capital Partners LLC | 0.01% | No change | 137 | $34K |
| ESL Trust Services, LLC | 0.01% | New | 130 | $32K |
| Coston, McIsaac & Partners | 0.01% | No change | 121 | $30K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 120 | $30K |
| Signature Resources Capital Management, LLC | 0.03% | No change | 127 | $30K |
| CNB Bank | 0.01% | No change | 118 | $29K |
| Resources Management Corp. /CT/ | 0.00% | No change | 116 | $29K |
| Abound Wealth Management | 0.01% | Reduce -19.7% | 114 | $28K |
| Northwest Capital Management Inc | 0.01% | No change | 114 | $28K |
| FinTrust Capital Advisors, LLC | 0.01% | Add +13.4% | 110 | $27K |
| AllSquare Wealth Management LLC | 0.02% | No change | 110 | $27K |
| Armor Investment Advisors, LLC | 0.01% | Add +5.0% | 105 | $26K |
| Arlington Trust Co LLC | 0.01% | Reduce -30.0% | 105 | $26K |
| Princeton Global Asset Management LLC | 0.01% | No change | 105 | $26K |
| Highlander Capital Management, LLC | 0.01% | No change | 100 | $25K |
| Ballast Advisors LLC | 0.01% | Reduce -35.4% | 95 | $24K |
| Versant Capital Management, Inc | 0.01% | New | 94 | $23K |
| PSI Advisors, LLC | 0.01% | No change | 92 | $23K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 96 | $22K |
| Castleview Partners, LLC | 0.01% | Reduce -89.6% | 86 | $21K |
| Financial Gravity Asset Management, Inc. | 0.01% | No change | 90 | $21K |
| Highline Wealth Partners LLC | 0.01% | Add +95.1% | 80 | $20K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | Reduce -77.5% | 80 | $20K |
| Global Wealth Strategies & Associates | 0.01% | Add +6.7% | 80 | $20K |
| Russell Investments Group, Ltd. | 0.00% | No change | 79 | $20K |
| Kozak & Associates, Inc. | 0.01% | New | 78 | $19K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | Reduce -51.6% | 75 | $19K |
| Gilliland Jeter Wealth Management LLC | 0.01% | New | 70 | $17K |
| Tidemark, LLC | 0.01% | Add +1.5% | 69 | $17K |
| Pineridge Advisors LLC | 0.01% | No change | 68 | $17K |
| HighMark Wealth Management LLC | 0.01% | No change | 65 | $16K |
| Private Wealth Strategies, L.L.C. | 0.00% | New | 16,179 | $16K |
| SJS Investment Consulting Inc. | 0.00% | No change | 63 | $16K |
| Morton Brown Family Wealth, LLC | 0.01% | Add +18.9% | 63 | $16K |
| Stuart Chaussee & Associates, Inc. | 0.00% | New | 63 | $16K |
| Creekmur Asset Management LLC | 0.01% | New | 59 | $15K |
| PFG Private Wealth Management, LLC | 0.01% | No change | 55 | $14K |
| Christopher J. Hasenberg, Inc | 0.01% | New | 53 | $13K |
| Investment Research & Advisory Group, Inc. | 0.01% | No change | 53 | $13K |
| Davis Capital Management | 0.01% | No change | 53 | $13K |
| WFA Asset Management Corp | 0.01% | No change | 52 | $13K |
| IAG Wealth Partners, LLC | 0.00% | No change | 49 | $12K |
| Fernwood Investment Management, LLC | 0.00% | New | 49 | $12K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 49 | $12K |
| Global Assets Advisory, LLC | 0.01% | New | 45 | $11K |
| Dunhill Financial, LLC | 0.01% | No change | 42 | $10K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -74.5% | 40 | $10K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 40 | $10K |
| CGC Financial Services, LLC | 0.00% | No change | 25 | $6K |
| True Wealth Design, LLC | 0.00% | No change | 25 | $6K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -40.0% | 24 | $6K |
| Wolff Wiese Magana LLC | 0.01% | No change | 23 | $6K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 22 | $6K |
| Emfo, LLC | 0.01% | No change | 22 | $5K |
| University of Texas/Texas Am Investment Management Co. | 0.00% | Reduce -50.0% | 22 | $5K |
| Vima LLC | 0.01% | No change | 23 | $5K |
| MV Capital Management, Inc. | 0.00% | No change | 18 | $4K |
| WR Wealth Planners, LLC | 0.00% | New | 15 | $4K |
| Raleigh Capital Management Inc. | 0.00% | No change | 14 | $4K |
| Aspire Private Capital, LLC | 0.00% | No change | 13 | $3K |
| PFC Capital Group, Inc. | 0.00% | New | 16 | $3K |
| Arvest Investments, Inc. | 0.00% | No change | 12 | $3K |
| Arcadia Investment Advisors LLC | 0.00% | No change | 11 | $3K |
| Anfield Capital Management, LLC | 0.00% | New | 10 | $2K |
| West Branch Capital LLC | 0.00% | No change | 10 | $2K |
| MGB Wealth Management, LLC | 0.00% | No change | 10 | $2K |
| Viewpoint Capital Management LLC | 0.00% | No change | 9 | $2K |
| AlphaMark Advisors, LLC | 0.00% | No change | 10 | $2K |
| FSC Wealth Advisors, LLC | 0.00% | No change | 6 | $1K |
| Rakuten Securities, Inc. | 0.00% | New | 6 | $1K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | New | 6 | $1K |
| Grand Wealth Management, LLC | 0.00% | No change | 5 | $1K |
| Your Advocates Ltd., LLP | 0.00% | No change | 5 | $1K |
| Nordwand Advisors, LLC | 0.00% | No change | 5 | $1K |
| Robbins Farley | 0.00% | No change | 4 | $1K |
| Trifecta Capital Advisors, LLC | 0.00% | New | 3 | $750 |
| Baldwin Wealth Partners LLC | 0.00% | Reduce -87.0% | 3 | $750 |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 2 | $500 |
| Alaska Wealth Advisors, LLC | 0.00% | New | 2 | $500 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 2 | $500 |
| Semmax Financial Advisors Inc. | 0.00% | No change | 2 | $495 |
| Silicon Valley Capital Partners | 0.00% | No change | 1 | $234 |
"% of holder's portfolio" is VO's weight in each manager's 13F, not the share of Vngrd Mrngstr MD-Cap ETF-Usd the manager owns.