Vngrd Mrngstr MD-Cap ETF-UsdVOETF
13F holders, Q2 2024 (June 30)1,886holders +22
96new positions
87sold out
5famous investors
$241.84avg. 13F price*
At the end of Q2 2024, 1,886 institutions reported holding Vngrd Mrngstr MD-Cap ETF-Usd (VO) in their 13F filings, up 22 from Q1 2024. 96 opened new positions and 87 sold out. The largest holders were Wells Fargo & Company ($5.6B), Bank of America Corp. ($3.9B) and Jones Financial Companies LLLP ($3.4B). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Vngrd Mrngstr MD-Cap ETF-Usd
- Filed as
- VANGUARD INDEX FDS (Q2 2024)
- CUSIP
- 922908629
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $99.0M |
| Exits | 87 | $567.2M |
All 13F filers, Q1 2024 → Q2 2024: 8,391,300 shares bought and 6,010,441 shares sold, net +2,380,859 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,886 holders
| Wells Fargo & Company | 1.45% | Reduce -2.2% | 23,083,721 | $5.6B |
| Bank of America Corp. | 0.37% | Add +1.8% | 16,007,495 | $3.9B |
| Jones Financial Companies LLLP | 3.93% | Add +33.9% | 14,033,583 | $3.4B |
| Creative Planning | 2.14% | Add +0.3% | 8,274,855 | $2.0B |
| Morgan Stanley | 0.14% | Add +1.5% | 7,307,138 | $1.8B |
| UBS Group AG | 0.41% | Reduce -5.5% | 5,466,343 | $1.3B |
| Northwestern Mutual Wealth Management Co. | 1.27% | Add +1.8% | 5,298,281 | $1.3B |
| Raymond James & Associates | 0.62% | Add +1.6% | 3,874,342 | $938.0M |
| Ameriprise Financial Inc. | 0.23% | Reduce -4.6% | 3,516,537 | $851.4M |
| LPL Financial LLC | 0.34% | Reduce -6.7% | 2,818,634 | $682.4M |
| Envestnet Asset Management Inc. | 0.24% | Add +1.1% | 2,814,769 | $681.5M |
| PNC Financial Services Group, Inc. | 0.38% | Reduce -2.9% | 2,380,941 | $576.4M |
| Raymond James Financial Services Advisors, Inc. | 0.78% | Add +10.8% | 2,274,175 | $550.6M |
| JPMorgan Chase & Co. | 0.04% | Reduce -8.3% | 2,139,345 | $517.9M |
| Tiaa Trust, National Association | 1.41% | Reduce -3.7% | 1,881,281 | $455.5M |
| Natixis Advisors, LLC | 0.93% | Add +19.7% | 1,760,991 | $426.3M |
| Bank of New York Mellon Corp | 0.07% | Add +0.9% | 1,601,638 | $387.8M |
| Royal Bank of Canada | 0.08% | Reduce -2.5% | 1,449,572 | $350.9M |
| Allworth Financial LP | 1.98% | Add +5.5% | 1,238,401 | $307.3M |
| Mariner, LLC | 0.59% | Add +7.6% | 1,262,635 | $305.7M |
| CIBC Private Wealth Group LLC | 0.57% | Add +1.9% | 1,245,538 | $301.6M |
| JMG Financial Group, Ltd. | 11.22% | Add +2.2% | 1,241,642 | $300.6M |
| Commonwealth Equity Services, LLC | 0.47% | Add +5.0% | 1,225,154 | $296.6M |
| Financial Counselors Inc. | 3.17% | Add +4.6% | 814,310 | $197.1M |
| Cetera Investment Advisers | 0.41% | Add +4.7% | 728,846 | $176.5M |
| Goldman Sachs Group Inc. | 0.03% | Add +0.4% | 727,206 | $176.1M |
| Clearstead Advisors, LLC | 2.73% | Add +138.2% | 661,446 | $160.1M |
| HighTower Advisors, LLC | 0.24% | Reduce -1.8% | 651,008 | $157.6M |
| Osaic Holdings, Inc. | 0.37% | Reduce -1.8% | 638,470 | $154.7M |
| Beacon Pointe Advisors, LLC | 1.80% | Reduce -1.3% | 628,751 | $152.2M |
| Nicholas Hoffman & Company, LLC. | 7.00% | Add +14.0% | 616,881 | $149.3M |
| Pathstone Holdings, LLC | 0.65% | Add +1.4% | 594,740 | $144.0M |
| Stifel Financial Corp. | 0.15% | Reduce -13.1% | 559,009 | $135.3M |
| Truist Financial Corp. | 0.21% | Add +74.6% | 556,060 | $134.6M |
| Wealthspire Advisors, LLC | 1.68% | Reduce -1.5% | 540,403 | $130.8M |
| Baird Financial Group, Inc. | 0.27% | Reduce -0.4% | 532,773 | $129.0M |
| Cerity Partners LLC | 0.35% | Add +12.9% | 526,740 | $127.7M |
| Moneta Group Investment Advisors LLC | 2.04% | Add +3.6% | 526,535 | $127.5M |
| First Command Advisory Services, Inc. | 1.22% | Add +3.1% | 484,807 | $117.4M |
| Fifth Third Bancorp | 0.44% | Reduce -2.7% | 478,098 | $115.7M |
| Bank of Montreal | 0.04% | Add +1.3% | 473,565 | $115.6M |
| MassMutual Private Wealth & Trust, FSB | 3.47% | Add +1.0% | 472,848 | $114.5M |
| Mercer Global Advisors Inc. | 0.31% | Add +10.0% | 470,773 | $114.0M |
| Cullen/Frost Bankers, Inc. | 1.46% | Add +0.7% | 415,819 | $100.7M |
| Millburn Ridgefield LLC | 2.62% | Add +5.1% | 405,531 | $98.2M |
| Catalyst Capital Advisors LLC | 2.27% | Add +5.1% | 405,531 | $98.2M |
| Captrust Financial Advisors | 0.31% | Reduce -9.0% | 396,391 | $96.0M |
| Rockefeller Capital Management L.P. | 0.27% | Add +1.9% | 395,347 | $95.7M |
| Cresset Asset Management, LLC | 0.39% | Reduce -0.3% | 382,775 | $93.0M |
| Larson Financial Group LLC | 6.24% | Reduce -3.0% | 378,086 | $91.5M |
| Simplicity Wealth,LLC | 2.07% | Add +6.6% | 377,659 | $91.4M |
| Janney Montgomery Scott LLC | 0.27% | Reduce -4.0% | 367,697 | $89.0M |
| Bleakley Financial Group, LLC | 2.56% | Add +4.4% | 365,916 | $88.6M |
| 1832 Asset Management L.P. | 0.16% | Reduce -1.7% | 365,148 | $88.4M |
| Invictus Private Wealth, LLC | 7.23% | Add +3.0% | 355,825 | $86.1M |
| Joel Isaacson & Co., LLC | 4.47% | Add +4.7% | 351,912 | $85.2M |
| MML Investors Services, LLC | 0.33% | Add +0.6% | 341,639 | $82.7M |
| Financial Synergies Wealth Advisors, Inc. | 10.95% | Add +1.9% | 335,696 | $81.3M |
| Manufacturers Life Insurance Company, The | 0.08% | Reduce -3.7% | 334,594 | $81.0M |
| Chicago Partners Investment Group LLC | 3.10% | Add +3.3% | 320,565 | $80.2M |
| FMR LLC | 0.01% | Add +1.6% | 330,047 | $79.9M |
| Kestra Advisory Services, LLC | 0.44% | Add +41.8% | 358,347 | $78.6M |
| Morningstar Investment Services LLC | 0.85% | Reduce -12.8% | 322,343 | $78.1M |
| CBIZ Investment Advisory Services, LLC | 4.39% | Reduce -41.3% | 322,192 | $78.0M |
| Assetmark, Inc. | 0.23% | Add +0.6% | 313,337 | $75.9M |
| Corient Private Wealth LP | 0.12% | Add +5.0% | 294,184 | $71.2M |
| Cambridge Investment Research Advisors, Inc. | 0.26% | Reduce -4.1% | 288,951 | $70.0M |
| Trustmark Bank Trust Department | 5.57% | Add +7.5% | 286,689 | $69.4M |
| CENTRAL TRUST Co | 1.62% | Reduce -0.6% | 272,665 | $66.0M |
| Smithfield Trust Co | 3.46% | Reduce -2.7% | 273,004 | $66.0M |
| Oppenheimer Asset Management Inc. | 0.81% | Add +9.0% | 262,158 | $63.5M |
| Nadler Financial Group, Inc. | 7.43% | Add +2.0% | 261,274 | $63.3M |
| American Trust | 5.06% | Add +60.6% | 255,177 | $61.8M |
| Equitable Holdings, Inc. | 0.64% | Add +5.3% | 250,797 | $60.7M |
| Axxcess Wealth Management, LLC | 1.65% | Add +2.7% | 249,729 | $60.5M |
| Pittenger & Anderson Inc. | 2.46% | Add +1.2% | 247,758 | $60.0M |
| Coldstream Capital Management Inc. | 1.45% | Reduce -4.5% | 245,878 | $59.5M |
| Capital Asset Advisory Services LLC | 3.05% | Add +0.8% | 232,586 | $56.2M |
| Northwest Quadrant Wealth Management, LLC | 13.40% | Add +0.6% | 224,880 | $54.4M |
| NewEdge Advisors, LLC | 0.40% | Add +10.9% | 224,395 | $54.3M |
| Peapack Gladstone Financial Corp. | 0.81% | Add +1.6% | 217,920 | $52.8M |
| Private Advisor Group, LLC | 0.35% | Add +0.4% | 214,702 | $52.0M |
| National Philanthropic Trust | 0.97% | Reduce -9.7% | 210,440 | $50.9M |
| Connecticut Wealth Management, LLC | 2.53% | Reduce -0.5% | 202,349 | $49.0M |
| Comerica Bank | 0.20% | Reduce -0.5% | 199,380 | $48.3M |
| SilverOak Wealth Management LLC | 11.23% | Add +1.6% | 193,188 | $46.8M |
| Schneider Downs Wealth Management Advisors, LP | 10.25% | Add +9.1% | 190,365 | $46.1M |
| Venture Visionary Partners LLC | 2.15% | Add +0.1% | 189,555 | $45.9M |
| New York Life Investment Management LLC | 0.44% | Add +31.9% | 180,850 | $43.8M |
| Bessemer Group Inc. | 0.07% | Add +1.4% | 174,365 | $42.2M |
| Fulcrum Capital LLC | 9.50% | Add +3.0% | 172,252 | $41.7M |
| Arkansas Financial Group, Inc. | 7.38% | Add +0.0% | 171,200 | $41.4M |
| US Bancorp \de | 0.06% | Reduce -13.7% | 169,254 | $41.0M |
| BOK Financial Private Wealth, Inc. | 2.95% | Reduce -3.4% | 167,230 | $40.6M |
| Oak Hill Wealth Advisors, LLC | 12.16% | — | 165,677 | $40.1M |
| Leavell Investment Management, Inc. | 2.21% | Add +1.4% | 165,022 | $40.1M |
| TCV Trust & Wealth Management, Inc. | 3.71% | Reduce -0.7% | 160,718 | $38.9M |
| Citizens Financial Group Inc. | 0.86% | Add +2844.0% | 159,800 | $38.8M |
| GenTrust, LLC | 2.11% | Reduce -12.8% | 159,668 | $38.8M |
| NewEdge Wealth, LLC | 0.83% | Reduce -1.9% | 158,772 | $38.4M |
| New Hampshire Trust | 8.74% | Add +3.1% | 158,179 | $38.3M |
| Riverpoint Wealth Management Holdings, LLC | 10.62% | Reduce -0.1% | 158,046 | $38.3M |
| Sanctuary Advisors, LLC | 0.27% | — | 156,247 | $37.6M |
| Bear Mountain Capital, Inc. | 14.61% | Add +0.1% | 144,352 | $35.9M |
| CX Institutional | 1.60% | Add +2.8% | 141,201 | $34.2M |
| Regions Financial Corp. | 0.26% | Add +2.7% | 140,188 | $33.9M |
| Ellevest, Inc. | 2.02% | Add +3.2% | 139,400 | $33.7M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +16.6% | 139,119 | $33.7M |
| Heartwood Wealth Advisors LLC | 4.01% | Add +0.8% | 138,730 | $33.6M |
| Stephens Consulting, LLC | 9.22% | Reduce -7.1% | 133,652 | $32.4M |
| TL Private Wealth | 14.26% | Reduce -0.1% | 124,432 | $31.5M |
| Marquette Asset Management, LLC | 5.35% | Add +1.8% | 130,126 | $31.5M |
| Ballast, Inc. | 9.62% | Reduce -1.3% | 129,126 | $31.3M |
| Perkins Coie Trust Co | 7.17% | Reduce -0.2% | 127,309 | $30.8M |
| Steward Partners Investment Advisory, LLC | 0.32% | Add +1.3% | 126,801 | $30.7M |
| Pine Ridge Advisers LLC | 3.20% | Add +73.1% | 124,095 | $30.0M |
| Associated Banc-Corp | 0.93% | Add +6.1% | 123,541 | $29.9M |
| Arrow Financial Corp | 2.85% | Reduce -8.5% | 120,845 | $29.3M |
| BLB&B Advisors, LLC | 1.60% | Reduce -1.0% | 120,747 | $29.2M |
| Fidato Wealth LLC | 25.50% | Add +1.5% | 119,286 | $28.9M |
| Agf Management Ltd. | 0.16% | Reduce -6.0% | 119,105 | $28.8M |
| Glenmede Trust Co. NA | 0.15% | Reduce -2.5% | 118,786 | $28.8M |
| BCK Partners, Inc. | 14.86% | Add +0.8% | 118,754 | $28.8M |
| Conrad Siegel Investment Advisors, Inc. | 8.21% | Reduce -3.8% | 116,754 | $28.3M |
| First Manhattan Co. Llc. | 0.09% | Add +0.4% | 112,411 | $27.3M |
| Cutler Investment Counsel LLC | 3.71% | Add +0.1% | 112,276 | $27.3M |
| Fiducient Advisors LLC | 3.74% | Add +12.9% | 111,423 | $27.1M |
| SP Asset Management LLC | 2.46% | Reduce -1.1% | 111,700 | $27.0M |
| Blankinship & Foster, LLC | 6.95% | Reduce -0.1% | 111,345 | $27.0M |
| Lwmg, LLC | 5.67% | Add +8.4% | 110,960 | $26.9M |
| Wealthquest Corp | 2.85% | Add +4.8% | 110,573 | $26.8M |
| Phillips Financial Management, LLC | 2.19% | Reduce -0.2% | 109,842 | $26.6M |
| AMG National Trust Bank | 0.71% | Add +13.3% | 108,992 | $26.4M |
| Arax Advisory Partners | 2.57% | Reduce -1.3% | 108,892 | $26.4M |
| DT Investment Partners, LLC | 2.30% | Add +2.0% | 107,071 | $25.9M |
| Dechtman Wealth Management, LLC | 5.65% | Reduce -0.8% | 104,502 | $25.3M |
| Performa Ltd (US), LLC | 10.34% | Add +8.9% | 103,815 | $25.1M |
| Ashton Thomas Private Wealth, LLC | 1.39% | Add +0.0% | 103,630 | $25.1M |
| Cranbrook Wealth Management, LLC | 6.12% | Reduce -0.3% | 102,707 | $24.9M |
| Whittier Trust Co. | 0.35% | Add +1.7% | 102,537 | $24.8M |
| Avantax Advisory Services, Inc. | 0.17% | Add +20.4% | 99,274 | $24.0M |
| Northern Trust Corp. | 0.00% | Add +4.0% | 99,016 | $24.0M |
| Axiom Financial Strategies, LLC | 15.46% | Add +0.6% | 98,281 | $23.8M |
| Bouchey Financial Group, Ltd. | 2.25% | Reduce -11.4% | 97,865 | $23.7M |
| Pure Financial Advisors, LLC | 0.66% | Add +2.6% | 97,564 | $23.6M |
| Nicolet Advisory Services, LLC | 2.24% | Reduce -2.6% | 95,890 | $23.3M |
| Blair William & Co. | 0.07% | Add +3.9% | 95,896 | $23.2M |
| St Germain D J Co. Inc. | 1.12% | Reduce -1.4% | 95,887 | $23.2M |
| American Financial Advisors, LLC | 3.25% | Add +13.2% | 94,442 | $22.9M |
| HB Wealth Management, LLC | 0.27% | Reduce -3.3% | 94,417 | $22.9M |
| Searcy Financial Services Inc. | 11.33% | Add +1.4% | 93,794 | $22.7M |
| Atria Wealth Solutions, Inc. | 0.25% | Reduce -20.1% | 93,115 | $22.6M |
| Condor Capital Management | 2.14% | Reduce -2.5% | 92,273 | $22.3M |
| Full Sail Capital, LLC | 1.47% | Reduce -1.5% | 90,589 | $21.9M |
| ProVise Management Group, LLC | 1.87% | Add +4.3% | 90,519 | $21.9M |
| SOL Capital Management CO | 2.62% | Add +0.7% | 90,293 | $21.9M |
| Concourse Financial Group Securities, Inc. | 1.36% | Reduce -1.5% | 89,539 | $21.8M |
| Woodmont Investment Counsel LLC | 1.76% | Add +0.9% | 88,914 | $21.5M |
| Empower Advisory Group, LLC | 0.08% | Reduce -0.5% | 88,795 | $21.5M |
| Integrated Wealth Concepts LLC | 0.29% | Add +13.0% | 88,773 | $21.5M |
| MAI Capital Management | 0.21% | Reduce -1.1% | 88,760 | $21.5M |
| Whittier Trust Co. of Nevada Inc. | 0.59% | Add +0.8% | 87,870 | $21.3M |
| Country Trust Bank | 0.53% | Reduce -49.9% | 87,310 | $21.1M |
| Wesbanco Bank Inc. | 0.79% | Add +0.5% | 86,889 | $21.0M |
| Raymond James Trust N.A. | 0.49% | Add +5.5% | 86,624 | $21.0M |
| Simmons Bank | 1.57% | Reduce -0.5% | 85,746 | $20.8M |
| Round Rock Advisors LLC | 5.00% | Reduce -4.5% | 84,754 | $20.5M |
| Glenview Trust Co | 0.41% | Add +1.9% | 83,314 | $20.2M |
| Wooster Corthell Wealth Management, Inc. | 4.53% | Reduce -0.3% | 82,675 | $20.0M |
| FIDELIS iM, LLC | 9.77% | Reduce -0.5% | 82,185 | $19.9M |
| Brown Advisory Inc. | 0.03% | Reduce -2.6% | 81,835 | $19.8M |
| Mesirow Financial Investment Management, Inc. | 0.45% | Reduce -1.5% | 81,644 | $19.8M |
| Transamerica Financial Advisors, LLC | 2.09% | No change | 80,711 | $19.5M |
| Founders Financial Securities LLC | 1.84% | Add +7.8% | 80,252 | $19.4M |
| &partners | 0.84% | Add +574.3% | 79,107 | $19.2M |
| Pathway Financial Advisors LLC | 5.14% | Add +0.3% | 78,606 | $19.0M |
| Berkshire Asset Management LLC | 0.94% | Add +1.1% | 77,849 | $18.8M |
| Stephens Inc. | 0.28% | Reduce -1.1% | 76,919 | $18.6M |
| Horizon Investments, LLC | 0.51% | Add +5.0% | 76,657 | $18.6M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -56.9% | 75,336 | $18.2M |
| Retirement Financial Solutions, LLC | 8.30% | Add +13.0% | 72,848 | $17.6M |
| Marietta Wealth Management, LLC | 2.74% | Add +3.9% | 72,490 | $17.5M |
| Wealthspire Retirement, LLC | 1.47% | Add +3.6% | 72,328 | $17.5M |
| McIlrath & Eck, LLC | 2.59% | Reduce -63.4% | 72,004 | $17.4M |
| Heritage Investors Management Corp. | 0.60% | Add +3.5% | 71,551 | $17.3M |
| Whitegate Investment Counselors, Inc. | 4.92% | Add +0.9% | 71,530 | $17.3M |
| Prio Wealth Limited Partnership | 0.51% | Reduce -2.7% | 71,217 | $17.2M |
| Exencial Wealth Advisors, LLC | 0.65% | Reduce -3.6% | 70,894 | $17.2M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Reduce -3.1% | 70,304 | $17.0M |
| Lido Advisors, LLC | 0.14% | Add +2.7% | 69,534 | $16.9M |
| First Horizon Advisors, Inc. | 0.51% | Reduce -1.1% | 69,138 | $16.7M |
| GeoWealth Management, LLC | 0.72% | Add +1.9% | 68,579 | $16.6M |
| Praetorian Wealth Management, Inc. | 4.25% | Reduce -1.6% | 68,538 | $16.6M |
| Salem Investment Counselors Inc. | 0.53% | Reduce -0.1% | 68,171 | $16.6M |
| Bokf, NA | 0.30% | Add +1.2% | 68,380 | $16.6M |
| Mason & Associates, LLC | 5.42% | New | 68,190 | $16.5M |
| Pinnacle Financial Partners Inc | 0.34% | Reduce -3.6% | 66,194 | $16.0M |
| Northeast Investment Management | 0.75% | Reduce -3.8% | 65,991 | $16.0M |
| Cadence Bank | 1.20% | Add +4.1% | 65,794 | $15.9M |
| Tectonic Advisors LLC | 1.14% | Add +3.7% | 65,093 | $15.8M |
| Baltimore-Washington Financial Advisors, Inc. | 0.93% | Add +5.8% | 64,959 | $15.7M |
| Advantage Trust Co | 11.22% | Add +5.1% | 64,527 | $15.6M |
| Von Berge Wealth Management Group, LLC | 9.92% | Reduce -0.8% | 64,958 | $15.6M |
| Sage Rhino Capital LLC | 3.73% | Add +0.8% | 64,457 | $15.6M |
| Stratos Wealth Advisors, LLC | 0.77% | Add +116.4% | 64,122 | $15.5M |
| Ballentine Partners, LLC | 0.29% | No change | 63,958 | $15.5M |
| Focus Partners Wealth | 0.05% | Add +203.9% | 63,756 | $15.4M |
| Oppenheimer & Co. Inc. | 0.24% | Add +5.3% | 62,810 | $15.2M |
| Twele Capital Management, Inc. | 3.44% | Reduce -0.2% | 62,708 | $15.2M |
| GDS Wealth Management | 1.65% | Add +0.7% | 62,256 | $15.1M |
| Patriot Investment Management Group, Inc. | 1.18% | Reduce -0.1% | 62,197 | $15.1M |
| Prudent Investors Network, Inc. | 5.38% | Add +2.9% | 61,526 | $14.9M |
| TrueWealth Financial Partners | 9.58% | Add +6.9% | 61,329 | $14.8M |
| Advisory Services & Investments, LLC | 10.31% | Add +1.8% | 61,274 | $14.8M |
| Staley Capital Advisers Inc. | 0.68% | Add +2.1% | 61,261 | $14.8M |
| Montag A & Associates Inc. | 0.75% | Reduce -0.9% | 60,957 | $14.8M |
| Crane Advisory, LLC | 2.85% | Add +4.6% | 61,074 | $14.8M |
| Tarbox Family Office, Inc. | 2.60% | Reduce -1.4% | 60,867 | $14.7M |
| Riverview Capital Advisers, LLC | 4.93% | Add +3.9% | 60,440 | $14.6M |
| Annapolis Financial Services, LLC | 4.72% | Add +7.3% | 60,118 | $14.6M |
| Abbrea Capital, LLC | 1.93% | Reduce -1.2% | 59,849 | $14.5M |
| AJ Advisors, LLC | 8.04% | Reduce -9.3% | 60,067 | $14.5M |
| Veracity Capital LLC | 6.00% | Reduce -3.9% | 59,427 | $14.4M |
| Avidian Wealth Enterprises, LLC | 0.69% | Add +11.1% | 59,193 | $14.3M |
| Nations Financial Group Inc, /Ia/ | 1.17% | Add +0.2% | 59,017 | $14.3M |
| D.A. Davidson & Co. | 0.13% | Add +0.9% | 58,873 | $14.3M |
| Principal Financial Group Inc. | 0.01% | Add +139.9% | 58,721 | $14.2M |
| NORTHSTAR ASSET MANAGEMENT Co | 3.42% | Reduce -0.0% | 58,474 | $14.2M |
| Trust Co of the South | 3.35% | No change | 58,449 | $14.2M |
| Marshall Financial Group Inc. | 4.58% | Reduce -0.2% | 58,258 | $14.1M |
| Johnson Bixby & Associates, LLC | 2.36% | Add +5.8% | 58,188 | $14.1M |
| Intrust Bank NA | 1.49% | Reduce -0.2% | 57,920 | $14.0M |
| Frisch Financial Group, Inc. | 4.21% | Add +2.0% | 57,388 | $13.9M |
| Sierra Capital LLC | 1.85% | Reduce -7.1% | 57,338 | $13.9M |
| Zhang Financial LLC | 0.96% | Add +9.0% | 56,944 | $13.8M |
| Mitchell McLeod Pugh & Williams Inc. | 3.13% | Add +11.9% | 56,550 | $13.7M |
| Great Valley Advisor Group, Inc. | 0.38% | Add +0.5% | 56,460 | $13.7M |
| Ameritas Advisory Services, LLC | 0.51% | Reduce -1.3% | 56,163 | $13.6M |
| Meridian Management Co. | 3.68% | Reduce -8.7% | 55,330 | $13.4M |
| Parallel Advisors, LLC | 0.34% | Reduce -8.6% | 55,230 | $13.4M |
| Investments & Financial Planning, LLC | 8.89% | Add +1.0% | 54,703 | $13.2M |
| Fidelis Capital Partners, LLC | 1.88% | Add +10.6% | 55,263 | $13.2M |
| Kestra Investment Management, LLC | 0.90% | — | 54,335 | $13.2M |
| Roof Eidam Maycock Peralta, LLC | 3.50% | Add +0.1% | 53,267 | $12.9M |
| Fee-Only Financial Planning, L.C. | 8.61% | Reduce -0.9% | 52,829 | $12.8M |
| Kiely Wealth Advisory Group, Inc. | 6.98% | Add +0.3% | 52,008 | $12.7M |
| Consilio Wealth Advisors, LLC | 5.61% | Reduce -46.1% | 51,617 | $12.5M |
| Benjamin F. Edwards & Company, Inc. | 0.22% | Reduce -3.4% | 51,584 | $12.5M |
| Geller Advisors LLC | 0.92% | Add +0.1% | 51,165 | $12.4M |
| Legend Financial Advisors, Inc. | 8.80% | Add +1.5% | 51,242 | $12.4M |
| Core Wealth Advisors, Inc. | 4.25% | Reduce -4.4% | 51,218 | $12.4M |
| Carnegie Investment Counsel | 0.38% | Reduce -2.5% | 50,809 | $12.3M |
| Dynamic Advisor Solutions LLC | 0.39% | Add +12.2% | 50,750 | $12.3M |
| DORVAL Corp | 5.41% | Add +2.1% | 50,154 | $12.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.7% | 50,585 | $12.2M |
| Ruggaard & Associates LLC | 5.66% | Reduce -0.5% | 50,561 | $12.2M |
| Grey Fox Wealth Advisors, LLC | 4.30% | Add +6.0% | 50,285 | $12.2M |
| Graypoint LLC | 0.84% | Add +15.5% | 50,055 | $12.1M |
| Brand Asset Management Group, Inc. | 5.11% | Reduce -1.1% | 49,994 | $12.1M |
| TD Private Client Wealth LLC | 0.38% | Add +2.3% | 49,943 | $12.1M |
| US Financial Advisors, LLC | 4.05% | Add +1.2% | 49,842 | $12.1M |
| Jackson, Grant Investment Advisers, Inc. | 4.84% | Add +0.4% | 49,485 | $12.0M |
| Iron Horse Wealth Management, LLC | 4.54% | Add +3.0% | 49,130 | $11.9M |
| Hillman Co. | 5.61% | No change | 48,319 | $11.7M |
| Whelan Financial | 5.22% | Add +0.2% | 48,303 | $11.7M |
| Capital Planning LLC | 3.49% | Add +3.8% | 47,962 | $11.7M |
| jvl associates llc | 4.66% | Reduce -0.3% | 48,012 | $11.6M |
| Gemmer Asset Management LLC | 1.24% | Add +0.3% | 47,976 | $11.6M |
| B. Riley Wealth Advisors, Inc. | 0.29% | Add +20.6% | 47,693 | $11.6M |
| Choreo, LLC | 0.19% | Add +37.3% | 48,031 | $11.5M |
| Scott Capital Advisors, LLC | 3.40% | Add +32.8% | 47,689 | $11.5M |
| First National Corp. /Ma/ | 2.73% | Reduce -6.2% | 47,333 | $11.5M |
| Merit Financial Group, LLC | 0.25% | Add +2.2% | 47,097 | $11.4M |
| Cordgrass Capital Advisors, LLC | 3.58% | Add +1.2% | 47,045 | $11.4M |
| Summit Financial, LLC | 0.52% | Add +11.6% | 46,791 | $11.4M |
| Manchester Capital Management LLC | 1.36% | Reduce -1.3% | 46,817 | $11.3M |
| Fischer Investment Strategies, LLC | 11.00% | Add +4.2% | 46,601 | $11.3M |
| Stratos Wealth Partners, LTD. | 0.18% | Reduce -3.4% | 46,548 | $11.3M |
| Bridges Investment Management Inc. | 0.17% | Add +292.2% | 46,395 | $11.2M |
| Caprock Group, LLC | 0.46% | Reduce -3.1% | 46,086 | $11.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.28% | Reduce -9.6% | 45,789 | $11.1M |
| LBMC Investment Advisors, LLC | 0.96% | No change | 45,689 | $11.1M |
| Noble Family Wealth, LLC | 3.15% | Reduce -2.0% | 45,154 | $10.9M |
| Traction Financial Partners, LLC | 7.95% | Add +8.3% | 43,633 | $10.9M |
| McNaughton Wealth Management, LLC | 5.76% | Add +2.4% | 44,848 | $10.9M |
| KMG Fiduciary Partners, LLC | 1.06% | Add +1.6% | 44,591 | $10.8M |
| TriaGen Wealth Management LLC | 4.15% | Add +0.5% | 44,351 | $10.7M |
| Bank of New Hampshire | 2.78% | Reduce -0.5% | 44,154 | $10.7M |
| Black Diamond Financial, LLC | 2.06% | Add +32.2% | 44,098 | $10.7M |
| Anderson Hoagland & Co. | 1.11% | Reduce -4.8% | 43,835 | $10.6M |
| Red Wave Investments LLC | 3.90% | Reduce -0.3% | 43,701 | $10.6M |
| Arkos Global Advisors | 1.69% | Reduce -2.2% | 43,225 | $10.5M |
| Pinnacle Associates Ltd. | 0.16% | Add +0.5% | 43,141 | $10.4M |
| Sandy Cove Advisors, LLC | 4.64% | Add +0.2% | 43,055 | $10.4M |
| Ironsides Asset Advisors, LLC | 3.45% | Reduce -2.2% | 42,805 | $10.4M |
| Principal Securities, Inc. | 0.29% | Reduce -7.2% | 42,757 | $10.4M |
| Lowe Brockenbrough & Co. Inc. | 0.68% | Reduce -8.0% | 42,323 | $10.3M |
| Somnio Financial Group, LLC | 8.97% | — | 42,000 | $10.2M |
| Ancora Advisors LLC | 0.25% | Reduce -1.7% | 41,793 | $10.1M |
| Wedmont Private Capital | 0.63% | Add +17.8% | 40,356 | $10.0M |
| Gratus Wealth Advisors, LLC | 1.73% | Reduce -3.5% | 40,437 | $10.0M |
| Cook Wealth, LLC | 5.42% | Add +2.6% | 40,754 | $10.0M |
| Wealthcare Advisory Partners LLC | 0.31% | Reduce -1.7% | 41,388 | $10.0M |
| Aries Wealth Management | 3.15% | Add +5.8% | 41,341 | $10.0M |
| Sebold Capital Management, Inc. | 6.91% | Reduce -1.2% | 41,301 | $10.0M |
| EnRich Financial Partners LLC | 3.66% | Add +7.2% | 41,240 | $10.0M |
| Avion Wealth | 2.73% | Reduce -2.9% | 40,919 | $9.9M |
| Rossmore Private Capital | 1.30% | Add +1.1% | 40,894 | $9.9M |
| Asset Management Group, Inc. | 1.50% | Add +7.5% | 40,666 | $9.8M |
| Franklin Resources Inc. | 0.00% | Add +11.1% | 40,335 | $9.8M |
| Custos Family Office, LLC | 3.84% | Reduce -1.1% | 39,670 | $9.6M |
| Platte River Wealth Advisors, LLC | 2.69% | Reduce -1.7% | 39,621 | $9.6M |
| Vanguard Group Inc. | 0.00% | Add +5.4% | 39,591 | $9.6M |
| KFA Private Wealth Group, LLC | 4.92% | Reduce -60.4% | 39,230 | $9.5M |
| Ameraudi Asset Management, Inc. | 4.32% | Reduce -4.7% | 39,169 | $9.5M |
| Canandaigua National Bank & Trust Co. | 1.03% | New | 38,930 | $9.4M |
| Sepio Capital, LP | 0.86% | Add +1.7% | 38,833 | $9.4M |
| Aspire Capital Advisors LLC | 3.07% | Add +15.6% | 38,809 | $9.4M |
| Greytown Advisors Inc. | 5.48% | Reduce -3.7% | 38,418 | $9.3M |
| Sfm, LLC | 7.00% | Add +7.6% | 38,390 | $9.3M |
| Hall Capital Management Co. Inc. | 4.41% | Add +1.8% | 38,193 | $9.2M |
| David Kennon Inc | 3.88% | Add +0.5% | 38,118 | $9.2M |
| Hoylecohen, LLC | 0.69% | Reduce -0.7% | 37,938 | $9.2M |
| PDS Planning, Inc | 0.93% | Add +6.3% | 37,911 | $9.2M |
| Apella Capital, LLC | 0.41% | Add +24.7% | 37,638 | $9.1M |
| Global Retirement Partners, LLC | 0.28% | Add +35.3% | 37,312 | $9.0M |
| New Insight Wealth Advisors | 5.31% | Add +13.0% | 37,251 | $9.0M |
| James J. Burns & Company, LLC | 1.77% | Add +72.9% | 37,237 | $9.0M |
| Horizons Wealth Management | 7.17% | Reduce -26.8% | 36,210 | $9.0M |
| ForthRight Wealth Management, LLC | 3.23% | Add +7.8% | 37,100 | $9.0M |
| Financial Futures Ltd Liability Co. | 5.50% | Reduce -0.1% | 36,637 | $8.9M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 3.65% | Reduce -3.8% | 36,289 | $8.8M |
| Curi Capital, LLC | 0.21% | Reduce -0.6% | 36,240 | $8.8M |
| 4Thought Financial Group Inc. | 5.42% | Add +0.5% | 36,015 | $8.7M |
| Drive Wealth Management, LLC | 2.32% | Add +8.4% | 35,385 | $8.6M |
| Private Advisory Group LLC | 1.13% | Add +19.8% | 35,494 | $8.6M |
| JDM Financial Group LLC | 5.80% | Add +4.9% | 35,441 | $8.6M |
| Beacon Financial Strategies CORP | 6.16% | Add +0.5% | 35,331 | $8.6M |
| Prospera Financial Services Inc | 0.24% | Add +1.9% | 35,281 | $8.5M |
| McClarren Financial Advisors, Inc. | 77.56% | Reduce -8.5% | 32,925 | $8.5M |
| Bailard, Inc. | 0.23% | Reduce -0.8% | 35,182 | $8.5M |
| J.W. Cole Advisors, Inc. | 0.40% | Add +5.6% | 35,099 | $8.5M |
| Gray Wealth Management Inc. | 3.66% | Add +2.3% | 35,044 | $8.5M |
| Acropolis Investment Management, LLC | 0.53% | Reduce -1.6% | 34,908 | $8.5M |
| Prime Capital Investment Advisors, LLC | 0.13% | Reduce -8.7% | 34,857 | $8.4M |
| Smith & Howard Wealth Management, LLC | 2.51% | Add +1.1% | 34,791 | $8.4M |
| CRA Financial Services, LLC | 1.70% | Add +6.6% | 34,744 | $8.4M |
| TD Capital Management LLC | 0.88% | Reduce -0.0% | 34,649 | $8.4M |
| Commerce Bank | 0.05% | Reduce -8.5% | 34,528 | $8.4M |
| Towerpoint Wealth, LLC | 4.16% | Reduce -0.9% | 34,385 | $8.3M |
| OneDigital Investment Advisors LLC | 0.10% | Add +12.4% | 34,278 | $8.3M |
| Waverly Advisors, LLC | 0.16% | Add +18.6% | 34,255 | $8.3M |
| Avior Wealth Management, LLC | 0.36% | Add +11.7% | 36,136 | $8.3M |
| AE Wealth Management LLC | 0.08% | Add +283.6% | 33,842 | $8.2M |
| Texas Yale Capital Corp. | 0.39% | Add +1.3% | 33,819 | $8.2M |
| Sage Financial Group Inc. | 0.71% | Add +8.9% | 33,742 | $8.2M |
| Keybank National Association | 0.03% | Reduce -0.5% | 33,583 | $8.1M |
| Legacy Capital Wealth Partners, LLC | 2.07% | New | 33,492 | $8.1M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.83% | Add +0.7% | 33,438 | $8.1M |
| Silverleafe Capital Partners, LLC | 2.83% | Add +3.0% | 33,208 | $8.0M |
| Manning & Napier Advisors LLC | 0.09% | — | 33,190 | $8.0M |
| Daymark Wealth Partners, LLC | 0.37% | Add +15.3% | 33,046 | $8.0M |
| Valmark Advisers, Inc. | 0.14% | Add +0.8% | 32,906 | $8.0M |
| First Bancorp, Inc | 5.88% | Add +0.5% | 32,848 | $8.0M |
| RKL Wealth Management LLC | 0.76% | Reduce -3.9% | 32,624 | $7.9M |
| F/m Investments LLC | 0.28% | Add +3723.8% | 32,579 | $7.9M |
| Bradley Foster & Sargent Inc. | 0.14% | Reduce -1.4% | 32,565 | $7.9M |
| Cozad Asset Management Inc. | 0.79% | Add +3.2% | 32,529 | $7.9M |
| Verus Financial Partners, Inc. | 0.91% | Reduce -1.0% | 32,438 | $7.9M |
| Roundview Capital LLC | 0.62% | Add +1.9% | 32,373 | $7.8M |
| Zuckerman Investment Group, LLC | 0.90% | Add +11.9% | 32,304 | $7.8M |
| Evermay Wealth Management LLC | 1.25% | Reduce -2.1% | 32,153 | $7.8M |
| Concurrent Investment Advisors, LLC | 0.26% | Add +10.3% | 32,143 | $7.8M |
| Sand Hill Global Advisors, LLC | 0.35% | Reduce -1.0% | 32,135 | $7.8M |
| Almanack Investment Partners, LLC. | 1.31% | Add +7.3% | 32,028 | $7.8M |
| Wheelhouse Advisory Group LLC | 5.42% | Add +6.2% | 31,881 | $7.7M |
| Family Investment Center, Inc. | 2.28% | Reduce -3.2% | 31,605 | $7.7M |
| Elevation Wealth Partners, LLC | 3.59% | Add +4.5% | 31,342 | $7.6M |
| Capital Investment Advisory Services, LLC | 0.78% | Reduce -27.3% | 31,308 | $7.6M |
| Addis & Hill, Inc | 6.28% | Add +2.1% | 31,214 | $7.5M |
| Prosperitas Financial LLC | 4.57% | Reduce -1.3% | 30,943 | $7.5M |
| Principle Wealth Partners LLC | 0.57% | Reduce -4.4% | 30,843 | $7.5M |
| Waller Financial Planning Group, Inc. | 2.00% | Reduce -2.5% | 30,809 | $7.5M |
| Kingsview Wealth Management, LLC | 0.18% | Add +41.5% | 30,758 | $7.4M |
| O'Connor Financial Group LLC | 4.33% | Add +1.0% | 30,747 | $7.4M |
| Caldwell Trust Co | 0.82% | Add +2.8% | 30,705 | $7.4M |
| Financial Management Professionals, Inc. | 1.02% | Add +0.5% | 30,610 | $7.4M |
| Buckingham Strategic Wealth, LLC | 0.08% | Reduce -11.5% | 30,524 | $7.4M |
| Savant Capital, LLC | 0.07% | Add +9.6% | 30,381 | $7.4M |
| Buck Wealth Strategies, LLC | 2.17% | New | 30,318 | $7.3M |
| Dakota Wealth Management | 0.17% | Reduce -12.7% | 30,195 | $7.3M |
| Swisher Financial Concepts, Inc. | 7.39% | Add +0.2% | 30,201 | $7.3M |
| JNBA Financial Advisors | 0.77% | Reduce -4.8% | 30,068 | $7.3M |
| Wescott Financial Advisory Group, LLC | 0.84% | Reduce -2.8% | 29,839 | $7.2M |
| FLC Capital Advisors | 1.77% | Reduce -0.8% | 29,641 | $7.2M |
| Crestwood Advisors Group, LLC | 0.15% | Add +2.1% | 29,601 | $7.2M |
| Headinvest, LLC | 1.41% | Reduce -5.5% | 29,553 | $7.2M |
| Visionary Wealth Advisors | 0.47% | Add +2.5% | 29,551 | $7.2M |
| Wells Financial Advisors INC | 4.70% | Reduce -16.2% | 29,502 | $7.1M |
| Nikulski Financial, Inc. | 2.27% | Reduce -1.8% | 29,483 | $7.1M |
| 1900 Wealth Management LLC | 0.67% | Reduce -0.3% | 29,450 | $7.1M |
| Fortitude Family Office, LLC | 4.01% | Add +30.1% | 29,221 | $7.1M |
| First National Bank Sioux Falls | 3.66% | Add +17.1% | 29,168 | $7.1M |
| Optas, LLC | 1.81% | Add +1.6% | 29,073 | $7.0M |
| Texas Capital Bank Wealth Management Services Inc | 0.73% | Reduce -8.9% | 28,993 | $7.0M |
| Cornerstone Advisory, LLC | 0.98% | Add +11.9% | 28,889 | $7.0M |
| M&T Bank Corp | 0.02% | Reduce -9.4% | 28,773 | $7.0M |
| Sowell Financial Services LLC | 0.33% | Reduce -7.1% | 28,532 | $6.9M |
| Quest Investment Management LLC | 0.76% | Reduce -1.8% | 28,465 | $6.9M |
| Diversify Wealth Management, LLC | 0.86% | — | 28,946 | $6.9M |
| Warner Financial, Inc. | 3.35% | Add +3.5% | 28,393 | $6.9M |
| Perigon Wealth Management, LLC | 0.20% | Reduce -3.9% | 28,290 | $6.8M |
| Kestra Private Wealth Services, LLC | 0.14% | Add +6.6% | 28,271 | $6.8M |
| Sawgrass Asset Management LLC | 0.74% | Reduce -1.8% | 28,137 | $6.8M |
| TruWealth Advisors, LLC | 0.45% | Reduce -35.0% | 28,131 | $6.8M |
| Meridian Wealth Advisors, LLC | 1.21% | Add +2.7% | 27,998 | $6.8M |
| Goldstone Financial Group, LLC | 1.36% | Add +15.2% | 27,969 | $6.8M |
| Chesley Taft & Associates LLC | 0.34% | Reduce -6.7% | 27,907 | $6.8M |
| NorthCoast Asset Management LLC | 0.06% | Add +6.0% | 27,591 | $6.7M |
| MorganRosel Wealth Management, LLC | 2.36% | Add +4.4% | 27,574 | $6.7M |
| Gill Capital Partners, LLC | 2.58% | Add +1.5% | 27,550 | $6.7M |
| Kathleen S. Wright Associates Inc. | 3.05% | Add +4.5% | 27,445 | $6.6M |
| Shufro Rose & Co. LLC | 0.54% | Add +9.2% | 27,362 | $6.6M |
| Grove Bank & Trust | 1.06% | Add +12.6% | 27,334 | $6.6M |
| Mgo One Seven LLC | 0.31% | Add +1.2% | 26,976 | $6.5M |
| Integrated Advisors Network LLC | 0.34% | Add +1.3% | 26,971 | $6.5M |
| Elwood & Goetz Wealth Advisory Group, LLC | 1.85% | Reduce -2.4% | 26,868 | $6.5M |
| Aveo Capital Partners, LLC | 0.74% | Add +3.3% | 26,800 | $6.5M |
| XML Financial, LLC | 0.65% | Add +2.7% | 26,668 | $6.5M |
| Benchmark Financial Wealth Advisors, LLC | 2.38% | Reduce -4.6% | 26,567 | $6.4M |
| Moneco Advisors, LLC | 0.93% | Add +0.4% | 26,234 | $6.4M |
| Creekside Partners | 3.50% | — | 26,143 | $6.3M |
| EP Wealth Advisors, LLC | 0.07% | Reduce -17.3% | 26,114 | $6.3M |
| Cary Street Partners Investment Advisory LLC | 0.25% | Reduce -1.8% | 26,010 | $6.3M |
| Advisory Services Network, LLC | 0.13% | Add +14.5% | 25,963 | $6.3M |
| Tsfg, LLC | 1.47% | Reduce -9.5% | 25,944 | $6.3M |
| Howe & Rusling Inc. | 0.57% | Reduce -4.9% | 25,926 | $6.3M |
| WMS Partners, LLC | 0.40% | Add +0.2% | 25,832 | $6.3M |
| Ausdal Financial Partners, Inc. | 0.66% | Reduce -5.5% | 25,586 | $6.2M |
| Steph & Co. | 2.10% | Reduce -0.1% | 25,490 | $6.2M |
| United Bank | 0.76% | Reduce -3.8% | 25,429 | $6.2M |
| Harbor Advisory Corp. | 2.12% | Add +0.4% | 25,378 | $6.1M |
| Northcape Wealth Management, LLC | 2.21% | Reduce -1.0% | 25,313 | $6.1M |
| Susquehanna International Group, LLP | 0.01% | Add +1953.8% | 25,180 | $6.1M |
| Cahill Financial Advisors Inc. | 0.83% | Add +0.8% | 25,165 | $6.1M |
| Essex Financial Services, Inc. | 0.45% | Add +11.4% | 24,904 | $6.1M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -2.7% | 25,000 | $6.1M |
| WASHINGTON TRUST Co | 0.22% | Reduce -0.0% | 24,932 | $6.0M |
| Bull Oak Capital, LLC | 3.87% | Add +19.2% | 24,826 | $6.0M |
| Cypress Wealth Services, LLC | 1.34% | Reduce -1.9% | 24,799 | $6.0M |
| Cascade Financial Partners, LLC | 0.78% | Reduce -2.1% | 24,424 | $5.9M |
| Bristlecone Advisors, LLC | 0.50% | Add +0.5% | 24,404 | $5.9M |
| Brighton Jones LLC | 0.19% | Reduce -5.5% | 24,313 | $5.9M |
| Sigma Planning Corp | 0.19% | Reduce -11.8% | 24,166 | $5.9M |
| PAX Financial Group, LLC | 1.14% | Reduce -4.3% | 24,077 | $5.8M |
| Farrell Financial LLC | 4.54% | Add +3.4% | 24,064 | $5.8M |
| Fonville Wealth Management LLC | 2.29% | Add +10.1% | 23,886 | $5.8M |
| First Merchants Corp. | 0.23% | Add +1.7% | 23,895 | $5.8M |
| Forum Private Client Group LLC | 2.74% | Add +0.9% | 23,812 | $5.8M |
| Horizon Family Wealth, Inc. | 4.38% | Reduce -0.8% | 23,750 | $5.7M |
| Johnson Investment Counsel Inc. | 0.06% | Add +0.4% | 23,740 | $5.7M |
| Parsons Capital Management Inc. | 0.39% | Add +3.2% | 23,596 | $5.7M |
| Walkner Condon Financial Advisors LLC | 1.23% | Add +3.8% | 23,598 | $5.7M |
| First PREMIER Bank | 1.52% | Reduce -1.4% | 23,515 | $5.7M |
| Bernardo Wealth Planning LLC | 1.52% | Add +7.3% | 23,319 | $5.6M |
| Culbertson A N & Co. Inc. | 0.98% | Reduce -1.6% | 23,110 | $5.6M |
| Randall & Associates Wealth Management | 5.02% | Reduce -10.3% | 23,004 | $5.6M |
| Mystic Asset Management, Inc. | 2.25% | Add +1.1% | 22,989 | $5.6M |
| Gladstone Institutional Advisory LLC | 0.29% | Add +2.8% | 22,910 | $5.5M |
| MBL Wealth, LLC | 0.62% | Add +3.6% | 22,814 | $5.5M |
| Betterment LLC | 0.01% | Add +189.8% | 22,716 | $5.5M |
| Capital Insight Partners, LLC | 1.04% | Add +0.1% | 22,680 | $5.5M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -1.4% | 22,629 | $5.5M |
| Lokken Investment Group LLC | 2.57% | Add +3.1% | 22,611 | $5.5M |
| One Capital Management, LLC | 0.19% | Reduce -9.5% | 22,459 | $5.4M |
| Focus Partners Advisor Solutions, LLC | 0.14% | Reduce -9.4% | 22,331 | $5.4M |
| Beirne Wealth Consulting Services, LLC | 2.16% | No change | 22,061 | $5.4M |
| Synovus Financial Corp. | 0.07% | Reduce -0.9% | 21,972 | $5.3M |
| Beam Wealth Advisors, Inc. | 1.77% | New | 21,912 | $5.3M |
| CAP Partners, LLC | 4.30% | Add +7.3% | 21,847 | $5.3M |
| Mutual Advisors, LLC | 0.16% | Reduce -2.4% | 21,194 | $5.3M |
| Bartlett & Co. Wealth Management LLC | 0.08% | Reduce -1.3% | 21,287 | $5.2M |
| Robinswood Financial LLC | 2.06% | Add +1.9% | 21,081 | $5.1M |
| DAVENPORT & Co LLC | 0.03% | Add +13.9% | 20,894 | $5.1M |
| Algorithmic Investment Models, LLC | 3.92% | Reduce -2.3% | 20,727 | $5.0M |
| Continuum Advisory, LLC | 0.72% | Add +2.3% | 20,637 | $5.0M |
| Acorn Financial Advisory Services Inc. | 0.93% | Add +8.9% | 20,617 | $5.0M |
| Advisors Capital Management, LLC | 0.09% | Reduce -0.3% | 20,598 | $5.0M |
| Mather Group, Llc. | 0.06% | Add +19.4% | 19,864 | $5.0M |
| Spinnaker Trust | 0.32% | Add +0.5% | 20,481 | $5.0M |
| SVB Wealth LLC | 0.12% | Add +2.4% | 20,481 | $5.0M |
| Bridgewealth Advisory Group, LLC | 2.17% | Add +9.3% | 20,266 | $4.9M |
| Glass Jacobson Investment Advisors llc | 1.79% | Add +3.4% | 20,241 | $4.9M |
| Regal Investment Advisors LLC | 0.32% | Add +1.6% | 20,235 | $4.9M |
| Lindbrook Capital, LLC | 0.46% | Reduce -1.7% | 20,175 | $4.9M |
| Retirement Income Solutions, Inc. | 1.18% | Reduce -8.2% | 20,149 | $4.9M |
| Wedbush Securities Inc. | 0.17% | Add +31.2% | 20,018 | $4.8M |
| Refined Wealth Management | 3.72% | Add +3.9% | 19,946 | $4.8M |
| Kendall Capital Management | 1.61% | No change | 19,889 | $4.8M |
| CPA Asset Management Group, LLC | 2.58% | Add +1.2% | 19,888 | $4.8M |
| Destiny Wealth Partners, LLC | 0.86% | Reduce -1.6% | 19,778 | $4.8M |
| Stratos Investment Management, LLC | 0.40% | Add +1.0% | 19,765 | $4.8M |
| Sage Mountain Advisors LLC | 0.44% | Add +1002.9% | 19,741 | $4.8M |
| Roger Wittlin Investment Advisory, LLC | 3.06% | Reduce -2.5% | 19,720 | $4.8M |
| Park Avenue Securities LLC | 0.06% | Add +8.4% | 19,605 | $4.7M |
| Benchmark Wealth Management, LLC | 2.53% | Add +3.9% | 19,596 | $4.7M |
| Grant Street Asset Management, Inc. | 1.49% | Add +2.5% | 19,563 | $4.7M |
| StoneX Group Inc. | 0.38% | Add +0.9% | 19,419 | $4.7M |
| Calamos Wealth Management LLC | 0.26% | No change | 19,428 | $4.7M |
| VestGen Investment Management | 1.39% | Reduce -3.4% | 19,343 | $4.7M |
| Citigroup Inc. | 0.00% | Reduce -34.8% | 19,246 | $4.7M |
| Gilman Hill Asset Management, LLC | 0.84% | Add +15.3% | 19,152 | $4.6M |
| Veridan Wealth LLC | 1.85% | — | 16,446 | $4.6M |
| Family Legacy, Inc. | 1.64% | Add +1.6% | 18,951 | $4.6M |
| BBR Partners, LLC | 0.38% | Reduce -0.0% | 18,940 | $4.6M |
| FinDec Wealth Services, Inc. | 2.88% | Reduce -2.8% | 18,869 | $4.6M |
| King Wealth Management Group | 0.76% | No change | 18,855 | $4.6M |
| BKM Wealth Management, LLC | 2.17% | Reduce -0.2% | 18,635 | $4.5M |
| Marquette Associates, Inc. | 3.39% | Add +1.7% | 18,563 | $4.5M |
| Councilor Wealth, LLC | 2.31% | Add +9.7% | 18,516 | $4.5M |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 3.85% | No change | 18,485 | $4.5M |
| Cedrus LLC | 2.24% | Add +6.1% | 18,477 | $4.5M |
| Foster Victor Wealth Advisors, LLC | 0.37% | Reduce -4.0% | 17,501 | $4.4M |
| Capital Advantage, Inc. | 0.91% | Add +49.5% | 18,288 | $4.4M |
| S.A. Mason LLC | 2.51% | Add +7.8% | 18,228 | $4.4M |
| Strategic Investment Advisors / MI | 0.54% | Add +8.7% | 18,224 | $4.4M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +8.6% | 18,150 | $4.4M |
| Smith, Moore & Co. | 0.45% | Reduce -0.2% | 18,033 | $4.4M |
| SouthState Bank Corp | 0.32% | Add +17.7% | 17,916 | $4.3M |
| Harbour Investments, Inc. | 0.15% | Add +6.0% | 17,909 | $4.3M |
| Meridian Financial Advisors, LLC | 3.14% | Add +0.7% | 17,887 | $4.3M |
| Motley Fool Wealth Management, LLC | 0.22% | Add +10.1% | 17,894 | $4.3M |
| Prudential Financial Inc. | 0.01% | Reduce -35.2% | 17,840 | $4.3M |
| Spectrum Investment Advisors, Inc. | 3.16% | New | 17,817 | $4.3M |
| WP Advisors, LLC | 1.37% | Reduce -0.9% | 17,774 | $4.3M |
| Shorepoint Capital Partners LLC | 1.01% | Reduce -1.5% | 17,697 | $4.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.63% | Reduce -2.2% | 17,659 | $4.3M |
| Orin Green Financial, LLC | 1.95% | New | 17,475 | $4.2M |
| Clayton Financial Group LLC | 1.83% | Add +11.2% | 16,899 | $4.2M |
| Scotia Capital Inc. | 0.02% | Add +6.2% | 17,426 | $4.2M |
| Gleason Group, Inc. | 0.85% | Reduce -0.0% | 17,341 | $4.2M |
| Marathon Strategic Advisors, LLC | 4.90% | New | 17,335 | $4.2M |
| Financial Planning & Information Services, Inc. | 0.64% | Reduce -10.3% | 17,314 | $4.2M |
| Pacific Center for Financial Services | 1.17% | Reduce -2.8% | 17,301 | $4.2M |
| RFG Advisory, LLC | 0.14% | Add +12.1% | 17,187 | $4.2M |
| TrinityPoint Wealth, LLC | 0.65% | Add +7.6% | 17,170 | $4.2M |
| Fort Washington Investment Advisors Inc. | 0.03% | Reduce -4.8% | 16,970 | $4.1M |
| Legacy Edge Advisors, LLC | 0.75% | Add +12.9% | 16,859 | $4.1M |
| Salomon & Ludwin, LLC | 0.45% | Reduce -10.3% | 16,720 | $4.0M |
| Financial Insights, Inc. | 1.12% | Reduce -7.0% | 16,650 | $4.0M |
| Evercore Wealth Management, LLC | 0.06% | Add +5.9% | 16,586 | $4.0M |
| Fort Point Capital Partners LLC | 0.51% | Add +10.2% | 16,525 | $4.0M |
| Berkeley Capital Partners, LLC | 1.20% | Add +5.5% | 16,397 | $4.0M |
| Eagle Strategies LLC | 0.76% | Add +12.0% | 16,392 | $4.0M |
| Philadelphia Trust Co. | 0.31% | Reduce -2.4% | 16,355 | $4.0M |
| REDW Wealth LLC | 1.04% | Reduce -2.1% | 16,336 | $4.0M |
| Marcum Wealth, LLC | 0.40% | Reduce -0.5% | 16,304 | $3.9M |
| Gainplan LLC | 1.90% | Add +0.7% | 16,288 | $3.9M |
| Argent Trust Co | 0.17% | Reduce -6.9% | 16,270 | $3.9M |
| Mokosak Advisory Group, LLC | 1.29% | Add +0.1% | 16,177 | $3.9M |
| White Lighthouse Investment Management Inc. | 0.75% | Add +6.1% | 15,987 | $3.9M |
| Dagco, Inc. | 1.72% | Add +0.8% | 15,969 | $3.9M |
| Fogel Capital Management, Inc. | 2.06% | Reduce -0.8% | 15,959 | $3.9M |
| Armbruster Capital Management, Inc. | 0.80% | Add +0.9% | 15,937 | $3.9M |
| Townsquare Capital LLC | 0.05% | Add +210.7% | 15,899 | $3.8M |
| Legacy Financial Group LLC | 0.76% | Reduce -1.7% | 15,894 | $3.8M |
| Ellenbecker Investment Group | 0.77% | Reduce -0.8% | 15,871 | $3.8M |
| Atria Investments, Inc | 0.05% | Reduce -8.4% | 15,816 | $3.8M |
| Beacon Bridge Wealth Partners, LLC | 1.75% | Reduce -1.8% | 15,779 | $3.8M |
| John W. Brooker & Co., CPAs | 1.90% | Reduce -4.5% | 15,692 | $3.8M |
| BCGM Wealth Management, LLC | 1.31% | Reduce -3.3% | 15,666 | $3.8M |
| Hilltop Wealth Advisors, LLC | 1.90% | Reduce -2.1% | 15,636 | $3.8M |
| Cwm, LLC | 0.02% | Add +9.2% | 15,484 | $3.7M |
| Conservest Capital Advisors, Inc. | 0.40% | No change | 14,952 | $3.7M |
| D. E. Shaw & Co. | 0.01% | New | 15,377 | $3.7M |
| MY Wealth Management Inc. | 4.22% | Add +1.1% | 15,305 | $3.7M |
| Rockingstone Advisors LLC | 1.90% | Add +3.0% | 15,260 | $3.7M |
| Narus Financial Partners, LLC | 1.49% | Add +9.2% | 15,243 | $3.7M |
| Composition Wealth, LLC | 0.09% | Reduce -2.6% | 15,220 | $3.7M |
| Verus Capital Partners, LLC | 0.38% | Add +0.1% | 15,082 | $3.7M |
| Moisand Fitzgerald Tamayo, LLC | 0.55% | Reduce -0.5% | 15,145 | $3.7M |
| Qube Research & Technologies Ltd | 0.01% | Add +229.1% | 15,110 | $3.7M |
| Farther Finance Advisors, LLC | 0.18% | Add +29.0% | 15,193 | $3.7M |
| Lane & Associates LLC | 2.14% | Reduce -21.8% | 14,958 | $3.6M |
| Alesco Advisors, LLC, An ESL Co | 0.12% | No change | 14,879 | $3.6M |
| Fifth Third Securities, Inc. | 0.33% | Add +0.7% | 14,798 | $3.6M |
| Gradient Capital Advisors, LLC | 1.28% | Add +0.6% | 14,825 | $3.6M |
| Guardian Wealth Advisors, LLC / NC | 0.42% | Add +0.7% | 14,824 | $3.6M |
| Wilson & Boucher Capital Management, LLC | 2.73% | Add +1.4% | 14,716 | $3.6M |
| Partners in Financial Planning | 0.76% | Reduce -0.1% | 14,499 | $3.5M |
| Hofer & Associates. Inc | 2.71% | Add +1.5% | 14,442 | $3.5M |
| First United Bank & Trust | 1.30% | Reduce -1.7% | 14,419 | $3.5M |
| City Holding Co. | 0.51% | Add +1.5% | 14,311 | $3.5M |
| Peninsula Wealth, LLC | 0.65% | Add +107.9% | 13,904 | $3.5M |
| Adapt Wealth Advisors, LLC | 2.17% | Add +1.1% | 14,279 | $3.5M |
| GC Wealth Management RIA, LLC | 0.67% | Add +6.6% | 14,058 | $3.4M |
| Stock Yards Bank & Trust Co. | 0.11% | Reduce -3.3% | 13,916 | $3.4M |
| Legacy Advisors, LLC | 0.41% | Add +0.0% | 13,810 | $3.4M |
| Signature Estate & Investment Advisors LLC | 0.08% | New | 13,850 | $3.4M |
| Financial Advisory Partners, LLC | 1.25% | Add +7.2% | 13,847 | $3.4M |
| Allen Mooney & Barnes Investment Advisors LLC | 0.60% | Add +9.3% | 13,822 | $3.3M |
| WESCAP Management Group, Inc. | 0.94% | Reduce -0.3% | 13,683 | $3.3M |
| KCM Investment Advisors LLC | 0.12% | Reduce -6.8% | 13,652 | $3.3M |
| Vickerman Investment Advisors, Inc. | 1.06% | Reduce -1.3% | 13,600 | $3.3M |
| Flagship Harbor Advisors, LLC | 0.20% | Reduce -6.6% | 13,511 | $3.3M |
| Alera Investment Advisors, LLC | 0.39% | Reduce -0.3% | 13,477 | $3.3M |
| RW Investment Management LLC | 0.44% | Add +18.8% | 13,467 | $3.3M |
| Sheets Smith Wealth Management | 0.39% | Reduce -17.4% | 13,417 | $3.2M |
| Cornerstone Wealth Management, LLC | 0.25% | Add +6.0% | 13,415 | $3.2M |
| Vident Advisory, LLC | 0.09% | Add +0.2% | 13,386 | $3.2M |
| AAF Wealth Management, LLC | 1.67% | Reduce -30.3% | 13,329 | $3.2M |
| Omnia Family Wealth, LLC | 1.36% | Reduce -0.7% | 13,257 | $3.2M |
| Baron Silver Stevens Financial Advisors, LLC | 0.61% | Reduce -0.1% | 13,229 | $3.2M |
| Greenwich Wealth Management LLC | 0.23% | Add +0.8% | 13,213 | $3.2M |
| IHT Wealth Management, LLC | 0.12% | Reduce -4.0% | 13,196 | $3.2M |
| Valeo Financial Advisors, LLC | 0.10% | Add +155.3% | 13,142 | $3.2M |
| Country Club Bank | 0.22% | Add +13.2% | 13,037 | $3.2M |
| Summit Financial Wealth Advisors, LLC | 0.64% | Reduce -1.3% | 13,028 | $3.2M |
| Silvia McColl Wealth Management, LLC | 2.61% | Add +0.6% | 13,025 | $3.2M |
| Citadel Advisors | 0.00% | Add +1.2% | 13,007 | $3.1M |
| Capital Advisors Wealth Management, LLC | 0.62% | Add +8.3% | 12,985 | $3.1M |
| Snowden Capital Advisors LLC | 0.09% | Add +1.6% | 12,881 | $3.1M |
| Retirement Planning Group, LLC | 0.20% | Reduce -3.1% | 12,910 | $3.1M |
| Secure Asset Management, LLC | 0.59% | Reduce -9.9% | 12,805 | $3.1M |
| First National Bank of Omaha | 0.20% | Reduce -0.4% | 12,772 | $3.1M |
| Bar Harbor Wealth Management | 0.20% | Add +1.0% | 12,701 | $3.1M |
| Brio Consultants, LLC | 0.51% | Reduce -3.8% | 12,693 | $3.1M |
| Carmichael Hill & Associates, Inc. | 1.24% | Reduce -0.1% | 12,632 | $3.1M |
| Rwa Wealth Partners, LLC | 0.04% | Add +22.8% | 12,627 | $3.1M |
| Lion Street Advisors, LLC | 1.13% | Reduce -0.0% | 12,614 | $3.1M |
| Wealthspan Partners, LLC | 1.68% | Add +1.8% | 12,590 | $3.0M |
| First American Bank | 0.23% | Add +2.4% | 12,527 | $3.0M |
| My Personal CFO, LLC | 1.62% | Add +25.0% | 12,522 | $3.0M |
| Mayflower Financial Advisors, LLC | 0.49% | Reduce -1.5% | 12,350 | $3.0M |
| Drucker Wealth 3.0, LLC | 0.79% | — | 12,295 | $3.0M |
| SOA Wealth Advisors, LLC. | 0.60% | Reduce -3.4% | 12,290 | $3.0M |
| Retirement Guys Formula LLC | 1.42% | Add +0.5% | 12,266 | $3.0M |
| Alliance Wealth Advisors, LLC | 1.87% | Add +1.5% | 12,225 | $3.0M |
| Badgley Phelps Wealth Managers, LLC | 0.07% | Reduce -0.1% | 12,163 | $3.0M |
| Wealth Alliance, LLC | 0.38% | Add +8.1% | 12,126 | $2.9M |
| Sagace Wealth Management LLC | 2.88% | — | 11,696 | $2.9M |
| Victory Financial Group, LLC | 1.37% | Reduce -1.1% | 12,062 | $2.9M |
| Bank of Marin | 2.50% | No change | 11,975 | $2.9M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.30% | Add +0.3% | 11,932 | $2.9M |
| St. Louis Trust Co | 0.44% | Reduce -1.7% | 11,919 | $2.9M |
| Main Street Financial Solutions, LLC | 0.27% | Reduce -0.7% | 11,743 | $2.8M |
| NWF Advisory Services Inc. | 0.45% | Reduce -0.6% | 11,739 | $2.8M |
| GEM Asset Management, LLC | 1.77% | Reduce -0.7% | 11,738 | $2.8M |
| Arvest Trust Co. N A | 0.17% | Reduce -0.5% | 11,641 | $2.8M |
| Carrera Capital Advisors | 0.92% | — | 11,597 | $2.8M |
| Magnus Financial Group LLC | 0.32% | Reduce -0.4% | 11,611 | $2.8M |
| UMB Bank, n.a. | 0.05% | Reduce -29.0% | 11,602 | $2.8M |
| Topel & Distasi Wealth Management, LLC | 1.23% | Reduce -0.8% | 11,595 | $2.8M |
| Brown Miller Wealth Management, LLC | 1.17% | Add +4.0% | 11,592 | $2.8M |
| AdvisorNet Financial, Inc | 0.25% | Add +4.6% | 11,589 | $2.8M |
| Legacy PCG, LLC | 1.76% | Reduce -14.5% | 11,584 | $2.8M |
| Revolve Wealth Partners, LLC | 0.46% | Reduce -0.4% | 11,547 | $2.8M |
| MIdWestOne Financial Group, Inc. | 0.50% | Add +0.2% | 11,462 | $2.8M |
| World Investment Advisors | 0.17% | New | 11,365 | $2.8M |
| Verdence Capital Advisors LLC | 0.24% | Add +1.1% | 11,364 | $2.8M |
| Goelzer Investment Management, Inc. | 0.15% | Reduce -7.1% | 11,263 | $2.7M |
| Diversified Trust Co. | 0.08% | Add +1.0% | 11,242 | $2.7M |
| IFP Advisors, Inc | 0.11% | Reduce -9.9% | 11,209 | $2.7M |
| Laird Norton Wetherby Wealth Management, LLC | 0.13% | Reduce -2.4% | 11,207 | $2.7M |
| Apollon Wealth Management, LLC | 0.08% | Add +3.1% | 11,192 | $2.7M |
| Great Lakes Retirement, Inc. | 0.37% | Add +8.1% | 11,113 | $2.7M |
| Brookstone Capital Management | 0.04% | Add +12.1% | 10,759 | $2.7M |
| Bryn Mawr Trust Advisors, LLC | 0.15% | Reduce -3.0% | 11,010 | $2.7M |
| Transcendent Capital Group LLC | 1.55% | Reduce -1.8% | 11,076 | $2.7M |
| Modera Wealth Management, LLC | 0.04% | Add +2.1% | 11,070 | $2.7M |
| Koshinski Asset Management, Inc. | 0.25% | Reduce -7.3% | 11,092 | $2.7M |
| Pinnacle Financial Group, LLC / IL | 1.15% | Add +8.1% | 11,059 | $2.7M |
| Duncker Streett & Co. Inc. | 0.51% | Add +0.1% | 10,991 | $2.7M |
| Fusion Family Wealth, LLC | 0.27% | Reduce -0.1% | 10,973 | $2.7M |
| Appleton Partners Inc. | 0.20% | Reduce -0.8% | 10,921 | $2.6M |
| American Money Management, LLC | 0.56% | Reduce -0.3% | 10,892 | $2.6M |
| Proffitt & Goodson Inc. | 0.46% | No change | 10,884 | $2.6M |
| CPC Advisors, LLC | 0.43% | Add +1.3% | 10,839 | $2.6M |
| Financial Freedom, LLC | 1.49% | Reduce -1.2% | 10,833 | $2.6M |
| Centaurus Financial, Inc. | 0.17% | Reduce -2.4% | 10,802 | $2.6M |
| Rooted Wealth Advisors, Inc. | 1.15% | Add +8.6% | 10,428 | $2.6M |
| GYL Financial Synergies, LLC | 0.20% | Add +2.8% | 10,734 | $2.6M |
| Sweet Financial Partners, LLC | 0.59% | Add +0.0% | 10,731 | $2.6M |
| Focus Financial Network, Inc. | 0.11% | Reduce -0.2% | 10,320 | $2.6M |
| Strategic Family Wealth Counselors, L.L.C. | 0.98% | Add +8.9% | 10,696 | $2.6M |
| PFG Advisors | 0.17% | Add +4.7% | 10,678 | $2.6M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.43% | Add +27.6% | 10,673 | $2.6M |
| First Foundation Advisors | 0.10% | No change | 10,637 | $2.6M |
| Fiera Capital Corp | 0.01% | No change | 10,623 | $2.6M |
| Peak Asset Management, LLC | 0.50% | Reduce -8.8% | 10,548 | $2.6M |
| Conning Inc. | 0.10% | No change | 10,535 | $2.6M |
| Creative Financial Designs Inc. | 0.23% | Add +1.2% | 10,452 | $2.5M |
| Retirement Planning Co of New England, Inc. | 1.37% | Add +4.1% | 10,401 | $2.5M |
| TPG Financial Advisors, LLC | 1.19% | — | 10,385 | $2.5M |
| Dohj, LLC | 0.63% | Reduce -13.8% | 10,367 | $2.5M |
| FDx Advisors, Inc. | 0.69% | Reduce -5.1% | 10,361 | $2.5M |
| Investment Partners, LTD. | 1.12% | Reduce -1.2% | 10,293 | $2.5M |
| Newman Dignan & Sheerar, Inc. | 0.64% | Add +14.5% | 10,200 | $2.5M |
| First Financial Corp. | 1.26% | Reduce -23.5% | 10,193 | $2.5M |
| Moneywise, Inc. | 1.31% | Reduce -2.5% | 10,186 | $2.5M |
| SWP Financial LLC | 1.61% | Reduce -75.0% | 10,046 | $2.4M |
| First National Trust Co | 0.10% | Reduce -0.7% | 10,039 | $2.4M |
| Financial Advocates Investment Management | 0.15% | Reduce -2.5% | 9,984 | $2.4M |
| Abbot Financial Management, Inc. | 1.29% | No change | 9,938 | $2.4M |
| PFW Advisors LLC | 0.76% | Reduce -0.3% | 9,918 | $2.4M |
| Kingfisher Capital LLC | 0.56% | Add +0.7% | 9,884 | $2.4M |
| Welch & Forbes LLC | 0.03% | Add +0.5% | 9,886 | $2.4M |
| Advocate Group LLC | 0.48% | Add +5.7% | 9,881 | $2.4M |
| Fiduciary Trust Co | 0.04% | Add +28.8% | 9,849 | $2.4M |
| PCA Investment Advisory Services Inc. | 1.24% | Add +2.8% | 9,785 | $2.4M |
| Linscomb Wealth, Inc. | 0.12% | Add +6.5% | 9,755 | $2.4M |
| New Perspectives, Inc | 1.26% | Reduce -0.9% | 9,728 | $2.4M |
| Missouri Trust & Investment Co | 0.89% | Reduce -3.8% | 9,704 | $2.3M |
| Seamount Financial Group Inc. | 1.91% | Add +4.7% | 9,647 | $2.3M |
| Thoroughbred Financial Services, LLC | 0.16% | Add +0.6% | 9,623 | $2.3M |
| Sound View Wealth Advisors Group, LLC | 0.24% | Add +1.2% | 9,558 | $2.3M |
| Columbus Macro, LLC | 0.89% | Reduce -5.0% | 9,537 | $2.3M |
| 9258 Wealth Management, LLC | 0.36% | Reduce -12.8% | 9,530 | $2.3M |
| Fiduciary Family Office, LLC | 0.91% | No change | 9,510 | $2.3M |
| Soltis Investment Advisors LLC | 0.24% | Add +2.4% | 9,507 | $2.3M |
| Compound Planning, Inc. | 0.17% | Add +32.0% | 9,477 | $2.3M |
| Encompass Wealth Advisors, LLC | 0.61% | Add +0.3% | 9,473 | $2.3M |
| Debussy Capital Management LP | 0.65% | Add +0.0% | 9,461 | $2.3M |
| Aptus Capital Advisors, LLC | 0.04% | Reduce -3.1% | 9,444 | $2.3M |
| Valtinson Bruner Financial Planning LLC | 0.91% | Add +1.7% | 9,432 | $2.3M |
| Cyndeo Wealth Partners, LLC | 0.18% | Add +16.3% | 9,429 | $2.3M |
| Modus Advisors, LLC | 0.81% | Reduce -17.1% | 9,417 | $2.3M |
| Strengthening Families & Communities, LLC | 0.65% | New | 9,404 | $2.3M |
| Atlanta Consulting Group Advisors, LLC | 0.49% | Add +101.8% | 9,396 | $2.3M |
| GFS Advisors, LLC | 0.37% | Reduce -98.4% | 150 | $2.3M |
| Eclectic Associates Inc. | 1.01% | Add +11.6% | 9,372 | $2.3M |
| Capital Management Associates, Inc | 1.37% | Reduce -7.0% | 9,368 | $2.3M |
| ERn Financial, LLC | 0.38% | Reduce -4.3% | 9,367 | $2.3M |
| GoalFusion Wealth Management, LLC | 1.41% | Reduce -1.2% | 9,362 | $2.3M |
| Mason & Associates Inc | 0.60% | Add +2.8% | 9,348 | $2.3M |
| High Net Worth Advisory Group LLC | 0.67% | Add +3.0% | 9,177 | $2.2M |
| Oxford Financial Group, LTD. LLC | 0.15% | Add +67.9% | 9,167 | $2.2M |
| IFS Advisors, LLC | 1.87% | Reduce -0.9% | 9,162 | $2.2M |
| CM Wealth Advisors LLC | 1.05% | Reduce -0.8% | 9,076 | $2.2M |
| Pine Valley Investments Ltd Liability Co | 0.16% | Add +4.5% | 9,102 | $2.2M |
| Farmers & Merchants Investments Inc. | 0.07% | Reduce -0.9% | 9,044 | $2.2M |
| Frank, Rimerman Advisors LLC | 0.15% | Reduce -0.3% | 8,969 | $2.2M |
| Dogwood Wealth Management LLC | 1.33% | No change | 8,950 | $2.2M |
| Flagstar Securities, Inc. | 0.59% | Reduce -1.6% | 8,888 | $2.2M |
| Hall Kathryn A. | 0.50% | No change | 8,905 | $2.2M |
| Mittelman Wealth Management | 1.39% | Reduce -0.8% | 8,876 | $2.1M |
| AlTi Global, Inc. | 0.06% | Add +11.4% | 8,821 | $2.1M |
| Index Fund Advisors, Inc. | 0.12% | Reduce -0.1% | 8,833 | $2.1M |
| Fingerlakes Wealth Management, Inc. | 1.92% | Reduce -0.3% | 8,830 | $2.1M |
| Arkadios Wealth Advisors | 0.14% | Reduce -80.6% | 8,823 | $2.1M |
| Independent Financial Group, LLC | 0.09% | Add +9.5% | 8,809 | $2.1M |
| Ridgewood Investments LLC | 1.07% | Reduce -4.8% | 8,780 | $2.1M |
| Wealthfront Advisers LLC | 0.01% | Reduce -2.2% | 8,741 | $2.1M |
| Intellectus Partners, LLC | 0.58% | Reduce -4.4% | 8,698 | $2.1M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +31.7% | 8,703 | $2.1M |
| Hyman Charles D | 0.12% | No change | 8,667 | $2.1M |
| BCM Advisors, LLC | 0.50% | Add +13.9% | 8,450 | $2.1M |
| City State Bank | 0.85% | Add +6.6% | 8,627 | $2.1M |
| Private Client Services, LLC | 1.31% | Reduce -0.1% | 8,626 | $2.1M |
| Defined Wealth Management, LLC | 1.45% | Reduce -0.4% | 8,616 | $2.1M |
| Level Four Advisory Services, LLC | 0.09% | Add +90.8% | 8,603 | $2.1M |
| Dana Investment Advisors, Inc. | 0.07% | Reduce -2.2% | 8,581 | $2.1M |
| Boyd Wealth Management, LLC | 1.14% | Reduce -0.5% | 8,508 | $2.1M |
| Graves Light Lenhart Wealth, Inc. | 0.23% | Reduce -1.0% | 8,473 | $2.0M |
| Mosaic Family Wealth Partners, LLC | 0.33% | Add +27.9% | 8,405 | $2.0M |
| IFG Advisors, LLC | 0.48% | Add +2.5% | 8,381 | $2.0M |
| Patten Group, Inc. | 0.48% | Add +0.4% | 8,366 | $2.0M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +62.0% | 8,357 | $2.0M |
| Ieq Capital, LLC | 0.03% | Add +41.3% | 8,291 | $2.0M |
| FreeGulliver LLC | 1.37% | Add +44.1% | 8,285 | $2.0M |
| Flputnam Investment Management Co. | 0.04% | Reduce -9.5% | 8,271 | $2.0M |
| Haverford Trust Co | 0.02% | Add +3.7% | 8,269 | $2.0M |
| Essex Bank | 0.54% | Add +8.2% | 8,238 | $2.0M |
| BlackRock Inc. | 0.00% | Add +837.5% | 8,194 | $2.0M |
| Edge Capital Group, LLC | 0.10% | Reduce -3.8% | 8,188 | $2.0M |
| DeDora Capital, Inc. | 0.61% | Reduce -0.1% | 8,173 | $2.0M |
| Certified Advisory Corp | 0.25% | Add +5.5% | 8,169 | $2.0M |
| Sentinel Pension Advisors, LLC | 0.41% | Add +4.8% | 8,136 | $2.0M |
| Twin Focus Capital Partners, LLC | 0.31% | Reduce -1.5% | 8,109 | $2.0M |
| Hilltop Holdings Inc. | 0.23% | Add +1.1% | 8,098 | $2.0M |
| Columbia Asset Management | 0.37% | Reduce -18.5% | 8,092 | $2.0M |
| Maltin Wealth Management, Inc. | 1.05% | Add +10.7% | 8,066 | $2.0M |
| Aureus Asset Management, LLC | 0.14% | Reduce -2.7% | 8,033 | $1.9M |
| Windham Capital Management, LLC | 1.52% | No change | 7,994 | $1.9M |
| Anchor Investment Management, LLC | 0.20% | Reduce -7.2% | 7,991 | $1.9M |
| RE Dickinson Investment Advisors, LLC | 1.18% | Add +8.8% | 7,965 | $1.9M |
| Adero Partners, LLC | 0.14% | Reduce -4.3% | 7,968 | $1.9M |
| Argonautica Private Wealth Management, Inc. | 0.65% | Reduce -0.1% | 7,881 | $1.9M |
| Shepherd Kaplan Krochuk, LLC | 1.50% | Reduce -0.1% | 7,861 | $1.9M |
| Wealth Dimensions Group, Ltd. | 0.54% | Reduce -4.6% | 7,852 | $1.9M |
| Gibson Capital, LLC | 0.42% | Reduce -2.6% | 7,846 | $1.9M |
| Pitcairn Co. | 0.12% | No change | 7,825 | $1.9M |
| Journey Advisory Group, LLC | 0.23% | Reduce -13.9% | 7,823 | $1.9M |
| Stevens Capital Partners | 0.98% | Reduce -1.7% | 7,822 | $1.9M |
| Watershed Private Wealth LLC | 0.80% | Reduce -1.8% | 7,814 | $1.9M |
| West Financial Advisors, LLC | 0.39% | Add +1.4% | 7,804 | $1.9M |
| Transcend Capital Advisors, LLC | 0.14% | Reduce -0.8% | 7,790 | $1.9M |
| Petix & Botte Co | 0.53% | Reduce -50.4% | 7,742 | $1.9M |
| Callan Capital, LLC | 0.15% | Add +7.4% | 7,738 | $1.9M |
| Boston Trust Walden Corp | 0.01% | No change | 7,705 | $1.9M |
| Intergy Private Wealth, LLC | 0.77% | Add +0.8% | 7,672 | $1.9M |
| Interactive Financial Advisors, Inc. | 1.02% | Add +5.1% | 7,651 | $1.9M |
| Wintrust Investments LLC | 0.15% | Reduce -12.0% | 7,588 | $1.8M |
| Allegiance Financial Group Advisory Services LLC | 0.70% | Add +1.3% | 7,581 | $1.8M |
| Bangor Savings Bank | 0.18% | Add +0.4% | 7,500 | $1.8M |
| Asset Allocation & Management Company, LLC | 1.20% | No change | 7,491 | $1.8M |
| Gilbert & Cook, Inc. | 0.26% | Reduce -5.3% | 7,479 | $1.8M |
| Harbor Group, Inc. | 0.46% | Reduce -0.1% | 7,446 | $1.8M |
| Camelot Portfolios, LLC | 1.02% | Add +12.3% | 7,443 | $1.8M |
| Heritage Wealth Advisors | 0.08% | No change | 7,433 | $1.8M |
| Uptick Partners, LLC | 1.38% | Reduce -0.8% | 7,197 | $1.8M |
| Bragg Financial Advisors, Inc | 0.08% | Reduce -5.0% | 7,385 | $1.8M |
| Charles Schwab Trust Co | 0.16% | Reduce -6.9% | 7,362 | $1.8M |
| SeaCrest Wealth Management, LLC | 0.20% | Add +20.5% | 7,353 | $1.8M |
| Members Wealth LLC | 1.19% | — | 6,303 | $1.8M |
| N.E.W. Advisory Services LLC | 0.19% | Reduce -11.4% | 7,298 | $1.8M |
| Spotlight Asset Group, Inc. | 1.23% | No change | 7,282 | $1.8M |
| Leelyn Smith, LLC | 0.34% | No change | 7,243 | $1.8M |
| Lodestar Private Asset Management LLC | 0.24% | Add +1.3% | 7,237 | $1.8M |
| Covington Investment Advisors Inc. | 0.28% | Add +2.4% | 7,223 | $1.7M |
| Stablepoint Partners, LLC | 0.34% | Add +8.6% | 7,005 | $1.7M |
| VeraBank, N.A. | 0.54% | No change | 7,212 | $1.7M |
| Kohmann Bosshard Financial Services, LLC | 0.23% | Reduce -11.2% | 7,176 | $1.7M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -6.0% | 7,142 | $1.7M |
| Planning Directions Inc. | 1.18% | Add +1.4% | 7,138 | $1.7M |
| Greenline Partners, LLC | 0.26% | Add +42.1% | 7,166 | $1.7M |
| Ironwood Financial, llc | 0.38% | Add +2.0% | 7,016 | $1.7M |
| Yarger Wealth Strategies, LLC | 1.02% | No change | 7,010 | $1.7M |
| Lincoln Capital Corp. | 0.73% | Reduce -0.4% | 7,007 | $1.7M |
| Monograph Wealth Advisors, LLC | 0.25% | Add +57.5% | 6,974 | $1.7M |
| Choate Investment Advisors | 0.04% | Add +16.6% | 6,997 | $1.7M |
| Highland Capital Management, LLC | 0.10% | Reduce -7.5% | 6,966 | $1.7M |
| Modern Wealth Management, LLC | 0.12% | Add +80.9% | 6,950 | $1.7M |
| Boston Family Office LLC | 0.12% | Add +13.8% | 6,950 | $1.7M |
| West Bancorporation Inc. | 1.24% | Reduce -2.7% | 6,914 | $1.7M |
| Elevated Capital Advisors, LLC | 0.47% | Reduce -5.3% | 6,891 | $1.7M |
| RFG Holdings, Inc. | 0.63% | Add +1.5% | 6,879 | $1.7M |
| Next Level Private LLC | 0.76% | Add +0.0% | 6,835 | $1.7M |
| Chatham Capital Group, Inc. | 0.29% | Add +4.8% | 6,830 | $1.7M |
| Belpointe Asset Management LLC | 0.12% | Add +66.7% | 6,808 | $1.6M |
| Afg Fiduciary Services Limited Partnership | 1.15% | Reduce -9.2% | 6,543 | $1.6M |
| Affiance Financial, LLC | 0.43% | Add +3.1% | 6,772 | $1.6M |
| Sachetta, LLC | 0.70% | Add +2.2% | 6,471 | $1.6M |
| Northern Capital Management, Inc. | 1.08% | Add +12.3% | 6,663 | $1.6M |
| McKinley Carter Wealth Services, Inc. | 0.10% | Reduce -2.4% | 6,661 | $1.6M |
| Hurlow Wealth Management Group, Inc. | 0.55% | Add +0.1% | 6,651 | $1.6M |
| Viawealth, LLC | 0.99% | No change | 6,621 | $1.6M |
| Atlas Capital Advisors Inc. | 0.21% | Reduce -34.2% | 6,593 | $1.6M |
| Western Wealth Management, LLC | 0.12% | Add +28.0% | 6,502 | $1.6M |
| Security Financial Services, INC. | 0.34% | Add +25.3% | 6,501 | $1.6M |
| Sandy Spring Bank | 0.07% | No change | 6,496 | $1.6M |
| Cypress Capital Group | 0.19% | Reduce -0.2% | 6,467 | $1.6M |
| RMR Capital Management, LLC | 1.43% | Reduce -0.4% | 6,460 | $1.6M |
| Lanark Financial, Inc. | 0.14% | No change | 6,462 | $1.6M |
| SageView Advisory Group, LLC | 0.10% | Reduce -95.9% | 6,438 | $1.6M |
| Laraway Financial Advisors Inc | 1.33% | Add +3.5% | 6,410 | $1.6M |
| Caitlin John, LLC | 1.13% | Add +6.0% | 6,396 | $1.5M |
| Compass Ion Advisors, LLC | 0.22% | No change | 6,197 | $1.5M |
| NBT Bank, N.A. | 0.11% | Add +25.3% | 6,360 | $1.5M |
| Dorsey & Whitney Trust CO LLC | 0.11% | Reduce -6.7% | 6,299 | $1.5M |
| Great Lakes Advisors, LLC | 0.01% | No change | 6,240 | $1.5M |
| Midland Wealth Advisors, LLC | 0.09% | Add +0.9% | 6,231 | $1.5M |
| Addison Advisors LLC | 0.48% | Reduce -6.8% | 6,192 | $1.5M |
| Trust Co. of Vermont | 0.08% | Add +8.2% | 6,183 | $1.5M |
| Segment Wealth Management, LLC | 0.11% | Reduce -0.2% | 6,175 | $1.5M |
| Beaumont Financial Advisors, LLC | 0.12% | Reduce -0.1% | 6,144 | $1.5M |
| Montis Financial, LLC | 0.68% | Reduce -0.8% | 6,142 | $1.5M |
| Capital Advisory Group Advisory Services, LLC | 0.63% | Add +4.0% | 6,099 | $1.5M |
| Private Ocean, LLC | 0.13% | Reduce -0.0% | 6,080 | $1.5M |
| Private Trust Co. NA | 0.16% | Add +5.0% | 6,068 | $1.5M |
| Royal Fund Management, LLC | 0.20% | Reduce -82.6% | 5,978 | $1.5M |
| Romano Brothers and Company | 0.20% | Add +0.8% | 6,003 | $1.5M |
| Adirondack Trust Co. | 0.59% | No change | 6,000 | $1.5M |
| Sax Wealth Advisors, LLC | 0.14% | Reduce -5.4% | 5,993 | $1.5M |
| Aspen Investment Management Inc | 0.72% | Reduce -0.2% | 5,990 | $1.4M |
| Checchi Capital Advisers, LLC | 0.11% | Reduce -13.9% | 5,986 | $1.4M |
| Robertson Stephens Wealth Management, LLC | 0.08% | Add +141.0% | 5,943 | $1.4M |
| BOS Asset Management, LLC | 0.67% | Reduce -1.6% | 5,959 | $1.4M |
| Droms Strauss Advisors Inc. /Mo/ | 0.52% | Reduce -0.4% | 5,953 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.13% | Add +42.0% | 5,931 | $1.4M |
| Kelleher Financial Advisors | 0.59% | No change | 5,889 | $1.4M |
| Vista Investment Management | 0.58% | Reduce -1.3% | 5,874 | $1.4M |
| Affinity Capital Advisors, LLC | 0.30% | Add +1.9% | 5,828 | $1.4M |
| Rockwood Wealth Management, LLC | 0.17% | Add +28.2% | 5,818 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +5.4% | 5,779 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +5.4% | 5,779 | $1.4M |
| waypoint wealth counsel | 1.06% | Add +0.3% | 5,748 | $1.4M |
| PGIM Custom Harvest LLC | 0.03% | Add +5.0% | 5,748 | $1.4M |
| Truepoint, Inc. | 0.04% | Add +0.6% | 5,743 | $1.4M |
| Fortis Capital Management LLC | 0.30% | Add +4.4% | 5,734 | $1.4M |
| Certuity, LLC | 0.11% | Reduce -23.9% | 5,712 | $1.4M |
| Rehmann Capital Advisory Group | 0.10% | Add +11.5% | 5,710 | $1.4M |
| LongView Wealth Management | 0.51% | Reduce -3.2% | 5,706 | $1.4M |
| National Bank of Canada | 0.00% | Reduce -88.5% | 5,744 | $1.4M |
| CFS Investment Advisory Services, LLC | 0.11% | New | 5,666 | $1.4M |
| Summit Financial Strategies, Inc. | 0.17% | Add +18.6% | 5,677 | $1.4M |
| Interchange Capital Partners, LLC | 0.50% | Add +55.6% | 5,656 | $1.4M |
| Heritage Wealth Management, Inc. | 0.46% | — | 5,659 | $1.4M |
| B & T Capital Management DBA Alpha Capital Management | 0.27% | Reduce -1.1% | 5,648 | $1.4M |
| Stonegate Investment Group, LLC | 0.04% | Add +12.7% | 5,645 | $1.4M |
| New Century Financial Group, LLC | 0.58% | Add +80.8% | 5,623 | $1.4M |
| Savvy Advisors, Inc. | 0.44% | Add +88.5% | 5,594 | $1.4M |
| Perennial Investment Advisors, LLC | 0.19% | Add +4.2% | 5,539 | $1.3M |
| Chandler Asset Management, Inc. | 0.27% | No change | 5,533 | $1.3M |
| KPP Advisory Services LLC | 0.36% | Add +3.5% | 5,518 | $1.3M |
| Beacon Financial Group | 0.15% | Reduce -0.4% | 5,517 | $1.3M |
| Marks Group Wealth Management, Inc | 0.14% | Reduce -6.3% | 5,490 | $1.3M |
| Mayport, LLC | 0.47% | Reduce -1.8% | 5,470 | $1.3M |
| TrueWealth Advisors, LLC | 0.49% | Add +3.9% | 5,459 | $1.3M |
| Mustard Seed Financial, LLC | 1.26% | Reduce -0.5% | 5,433 | $1.3M |
| Ritholtz Wealth Management | 0.04% | Add +16.0% | 5,410 | $1.3M |
| Alerus Financial NA | 0.10% | No change | 5,375 | $1.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.04% | Reduce -4.2% | 5,350 | $1.3M |
| Inspirion Wealth Advisors, LLC | 0.20% | No change | 5,312 | $1.3M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -6.2% | 5,283 | $1.3M |
| Everhart Financial Group, Inc. | 0.33% | Reduce -1.5% | 5,229 | $1.3M |
| Garden State Investment Advisory Services LLC | 0.44% | No change | 5,222 | $1.3M |
| Coordinated Financial Services, Inc. | 1.10% | No change | 5,213 | $1.3M |
| Biltmore Family Office, LLC | 0.23% | No change | 5,180 | $1.3M |
| Voisard Asset Management Group, Inc. | 0.61% | Add +0.2% | 5,183 | $1.3M |
| Arete Wealth Advisors, LLC | 0.10% | New | 5,186 | $1.3M |
| Kellett Wealth Advisors, LLC | 1.01% | Reduce -92.5% | 5,166 | $1.3M |
| Clear Harbor Asset Management, LLC | 0.11% | Reduce -6.5% | 5,163 | $1.3M |
| LexAurum Advisors, LLC | 0.31% | Add +23.5% | 5,155 | $1.2M |
| Courier Capital LLC | 0.10% | Add +6.7% | 5,152 | $1.2M |
| Portland Global Advisors LLC | 0.17% | Reduce -5.5% | 5,150 | $1.2M |
| Plimoth Trust Co. LLC | 0.33% | Add +5.4% | 5,144 | $1.2M |
| Tudor Investment Corporation | 0.01% | New | 5,119 | $1.2M |
| Taylor & Morgan Wealth Management, LLC | 0.88% | Reduce -0.8% | 5,115 | $1.2M |
| Center for Financial Planning, Inc. | 0.18% | No change | 5,096 | $1.2M |
| Advisory Research Inc. | 0.23% | Reduce -7.5% | 5,095 | $1.2M |
| Titleist Asset Management, LLC | 0.19% | Add +3.9% | 5,056 | $1.2M |
| Ramsay, Stattman, Vela & Price, Inc. | 0.23% | No change | 5,055 | $1.2M |
| PFG Investments, LLC | 0.09% | Reduce -36.4% | 5,047 | $1.2M |
| Sightline Wealth Advisors, LLC | 0.76% | Reduce -11.5% | 5,040 | $1.2M |
| HM Payson & Co. | 0.02% | Add +3.3% | 5,003 | $1.2M |
| Trust Point Inc. | 0.10% | No change | 5,002 | $1.2M |
| Strategies Wealth Advisors, LLC | 0.18% | Add +6.6% | 4,995 | $1.2M |
| Rain Capital Management, LLC | 0.85% | Add +38.1% | 4,907 | $1.2M |
| Nvest Financial, LLC | 0.74% | Add +4.9% | 4,954 | $1.2M |
| Family Manage LLC | 0.21% | Reduce -2.2% | 4,948 | $1.2M |
| Crewe Advisors LLC | 0.13% | Add +15.5% | 4,942 | $1.2M |
| Aspiriant, LLC | 0.05% | Reduce -6.1% | 4,877 | $1.2M |
| Strata Wealth Advisors, LLC | 0.41% | Add +16.1% | 4,877 | $1.2M |
| OLIO Financial Planning | 0.50% | No change | 5,045 | $1.2M |
| Mitchell Sinkler & Starr | 0.30% | Add +0.1% | 4,766 | $1.2M |
| Atlantic Union Bankshares Corp | 0.07% | Add +57.6% | 4,851 | $1.2M |
| RPS Advisory Solutions LLC | 1.08% | — | 4,840 | $1.2M |
| MidAtlantic Capital Management, Inc. | 0.98% | Reduce -0.3% | 4,837 | $1.2M |
| MAS Advisors LLC | 2.79% | Reduce -69.7% | 4,836 | $1.2M |
| Evergreen Capital Management LLC | 0.04% | No change | 4,785 | $1.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Reduce -18.7% | 4,799 | $1.2M |
| Mosaic Financial Group, LLC | 0.83% | Add +2.7% | 4,797 | $1.2M |
| EagleClaw Capital Managment, LLC | 0.21% | No change | 4,765 | $1.2M |
| Southland Equity Partners LLC | 0.33% | Reduce -16.9% | 4,718 | $1.1M |
| Safeguard Financial, LLC | 0.32% | Add +14.4% | 4,716 | $1.1M |
| Clarius Group, LLC | 0.08% | Reduce -2.6% | 4,676 | $1.1M |
| Spire Wealth Management | 0.04% | Reduce -83.3% | 4,671 | $1.1M |
| R. W. Roge & Company, Inc. | 0.64% | Reduce -3.0% | 4,652 | $1.1M |
| Bluestem Financial Advisors, LLC | 0.57% | Reduce -1.1% | 4,632 | $1.1M |
| Acas, LLC | 0.97% | Reduce -8.4% | 4,437 | $1.1M |
| TFB Advisors LLC | 0.36% | Add +2.1% | 4,612 | $1.1M |
| Operose Advisors LLC | 0.39% | Add +1.6% | 4,593 | $1.1M |
| SigFig Wealth Management, LLC | 0.04% | Add +2.7% | 4,591 | $1.1M |
| Nicolet Bankshares Inc. | 0.23% | Reduce -1.6% | 4,590 | $1.1M |
| Trajan Wealth LLC | 0.07% | Reduce -3.8% | 4,554 | $1.1M |
| Balentine LLC | 0.05% | Add +9.4% | 4,536 | $1.1M |
| Capstone Wealth Management Group, LLC | 0.71% | No change | 4,509 | $1.1M |
| Summit Trail Advisors, LLC | 0.03% | Reduce -50.4% | 4,484 | $1.1M |
| Mma Asset Management LLC | 0.51% | Add +6.6% | 4,499 | $1.1M |
| Silver Oak Securities, Incorporated | 0.16% | Add +3.8% | 4,484 | $1.1M |
| Ironwood Investment Counsel, LLC | 0.19% | Reduce -5.2% | 4,481 | $1.1M |
| Montecito Bank & Trust | 0.22% | Add +0.5% | 4,470 | $1.1M |
| High Note Wealth, LLC | 0.33% | Reduce -1.1% | 4,460 | $1.1M |
| ARK & TLK Investments, LLC | 0.40% | No change | 4,440 | $1.1M |
| Lutz Financial Services LLC | 0.09% | Reduce -0.6% | 4,436 | $1.1M |
| Pallas Capital Advisors LLC | 0.05% | Reduce -14.4% | 4,304 | $1.1M |
| Ami Investment Management Inc. | 0.37% | Add +3.6% | 4,411 | $1.1M |
| Smartleaf Asset Management LLC | 0.17% | Add +7.9% | 4,399 | $1.1M |
| Measured Wealth Private Client Group, LLC | 0.37% | Reduce -0.2% | 4,400 | $1.1M |
| Koss-Olinger Consulting, LLC | 0.10% | New | 4,401 | $1.1M |
| 3Chopt Investment Partners, LLC | 0.32% | New | 4,368 | $1.1M |
| Sequent Asset Management, LLC | 0.53% | Add +100.0% | 4,374 | $1.1M |
| Rockland Trust Co. | 0.06% | Add +1.5% | 4,374 | $1.1M |
| Sachem Hill LLC | 0.23% | Add +9.6% | 4,360 | $1.1M |
| Curbstone Financial Management Corp | 0.23% | No change | 4,350 | $1.1M |
| FF Advisors,LLC | 0.74% | Reduce -29.9% | 4,342 | $1.1M |
| Farmers National Bank | 0.32% | Add +4.2% | 4,324 | $1.0M |
| FineMark National Bank & Trust | 0.04% | Add +28.7% | 4,316 | $1.0M |
| Mogy Joel R Investment Counsel Inc. | 0.07% | No change | 4,305 | $1.0M |
| Old National Bancorp | 0.02% | Add +3.8% | 4,301 | $1.0M |
| Omega Financial Group, LLC | 0.42% | No change | 4,295 | $1.0M |
| OMNI 360 Wealth, Inc. | 0.79% | Reduce -5.6% | 4,293 | $1.0M |
| Cornerstone Wealth Group, LLC | 0.09% | Add +6.7% | 4,281 | $1.0M |
| Wealth Architects, LLC | 0.13% | Add +5.3% | 4,281 | $1.0M |
| Capital Analysts, LLC | 0.05% | Reduce -11.8% | 4,264 | $1.0M |
| Neuberger Berman Group LLC | 0.00% | Add +6.1% | 4,216 | $1.0M |
| Colorado Capital Management, Inc. | 0.57% | Add +323.9% | 4,205 | $1.0M |
| Mission Creek Capital Partners, Inc. | 0.26% | New | 4,196 | $1.0M |
| Delta Financial Advisors LLC | 0.39% | No change | 4,158 | $1.0M |
| Chapin Davis, Inc. | 0.34% | Add +0.2% | 4,135 | $1.0M |
| TFC Financial Management, Inc. | 0.17% | Reduce -1.0% | 4,122 | $998K |
| Bowman & Co S.C. | 0.58% | Reduce -2.2% | 4,115 | $996K |
| Empowered Funds, LLC | 0.02% | Reduce -30.8% | 4,104 | $994K |
| Garrison Point Advisors, LLC | 0.66% | Add +12.2% | 4,101 | $993K |
| IFG Advisory, LLC | 0.06% | New | 4,097 | $992K |
| CJM Wealth Advisers, Ltd. | 0.36% | Add +0.1% | 4,129 | $992K |
| Aspire Wealth Management Corp | 0.57% | Reduce -5.2% | 4,096 | $992K |
| Towneley Capital Management, Inc / DE | 0.23% | Reduce -92.2% | 4,079 | $987K |
| Birch Hill Investment Advisors LLC | 0.05% | No change | 4,070 | $985K |
| Hiley Hunt Wealth Management | 0.61% | Reduce -19.6% | 4,068 | $985K |
| Clear Creek Financial Management, LLC | 0.12% | Reduce -4.2% | 4,066 | $984K |
| Longview Financial Advisors, Inc. | 0.74% | Add +1.0% | 4,044 | $979K |
| Asset Dedication, LLC | 0.07% | Add +3.1% | 4,030 | $976K |
| Baker Tilly Wealth Management, LLC | 0.40% | Reduce -0.1% | 4,026 | $975K |
| StrongBox Wealth, LLC | 0.46% | Reduce -51.5% | 4,026 | $975K |
| Mitchell Capital Management Co. | 0.17% | No change | 3,998 | $968K |
| Cibc World Market Inc. | 0.00% | Add +8.7% | 3,967 | $960K |
| Greenhouse Wealth Management, LLC | 0.70% | Reduce -1.8% | 3,963 | $959K |
| Selective Wealth Management, Inc. | 0.42% | Reduce -1.2% | 3,969 | $959K |
| Cary Street Partners Asset Management LLC | 0.14% | Reduce -1.0% | 3,952 | $957K |
| Triangle Securities Wealth Management | 0.27% | Reduce -0.4% | 3,945 | $955K |
| LifePlan Financial, LLC | 0.88% | Add +1.9% | 3,931 | $952K |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Add +13.1% | 3,929 | $951K |
| Stephen J. Garry & Associates, LLC | 0.96% | No change | 3,915 | $948K |
| Consolidated Portfolio Review Corp | 0.22% | Add +9.6% | 3,912 | $947K |
| WealthBridge Capital Management, LLC | 0.31% | Reduce -12.0% | 3,909 | $946K |
| Orrstown Financial Services Inc. | 0.50% | Reduce -1.3% | 3,907 | $946K |
| Carolinas Wealth Consulting LLC | 0.18% | Reduce -4.7% | 3,861 | $938K |
| Advisor OS, LLC | 0.10% | Add +2.4% | 3,873 | $938K |
| WT Wealth Management | 0.32% | Reduce -1.2% | 3,862 | $937K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 3,855 | $933K |
| Evernest Financial Advisors, LLC | 0.42% | No change | 3,843 | $930K |
| Kwmg, LLC | 0.10% | Reduce -2.5% | 3,842 | $930K |
| Rothschild Wealth LLC | 0.30% | Reduce -1.5% | 3,829 | $927K |
| Fifth Third Wealth Advisors LLC | 0.07% | Add +5.5% | 3,822 | $925K |
| Cypress Point Wealth Management, LLC | 0.44% | Reduce -0.3% | 3,811 | $923K |
| LJI Wealth Management, LLC | 0.20% | Add +1.7% | 3,793 | $918K |
| Aspen Grove Capital, LLC | 0.22% | No change | 3,774 | $918K |
| MilWealth Group LLC | 0.29% | No change | 3,777 | $915K |
| Evanson Asset Management, LLC | 0.07% | No change | 3,764 | $911K |
| Hobbs Group Advisors, LLC | 0.35% | — | 3,764 | $911K |
| Florida Financial Advisors, LLC | 0.55% | Reduce -0.5% | 3,759 | $910K |
| TFG Advisers LLC | 0.35% | Reduce -1.2% | 3,749 | $908K |
| Fortitude Advisory Group L.L.C. | 0.54% | Add +5.1% | 3,741 | $906K |
| Summit Wealth Partners, LLC | 0.19% | Reduce -4.7% | 3,740 | $905K |
| Synergy Financial Group, LTD | 0.95% | Add +32.8% | 3,739 | $905K |
| Hilltop National Bank | 0.29% | Add +10.2% | 3,730 | $903K |
| Weil Company, Inc. | 0.33% | New | 3,725 | $902K |
| MJP Associates Inc. | 0.19% | No change | 3,721 | $901K |
| Kuhn & Co Investment Counsel | 0.81% | Add +0.1% | 3,715 | $899K |
| First County Bank | 0.46% | Add +10.6% | 3,712 | $899K |
| Fisher Asset Management | 0.00% | Reduce -25.5% | 3,705 | $897K |
| Tidal Investments LLC | 0.01% | Add +29.9% | 3,685 | $892K |
| Plancorp, LLC | 0.04% | Add +0.4% | 3,680 | $891K |
| Ardent Capital Management, Inc. | 0.44% | No change | 3,680 | $891K |
| Allegheny Financial Group | 0.26% | Add +36.2% | 3,675 | $890K |
| Fort Sheridan Advisors LLC | 0.14% | Add +285.3% | 3,656 | $885K |
| Chemistry Wealth Management LLC | 0.23% | Add +2.3% | 3,636 | $880K |
| Fishman Jay A Ltd. | 0.09% | Reduce -13.2% | 3,632 | $879K |
| Collective Family Office LLC | 0.26% | Add +19.1% | 3,617 | $876K |
| Peoples Financial Services Corp. | 0.39% | Reduce -0.1% | 3,593 | $870K |
| Riverview Trust Co | 0.83% | Reduce -4.6% | 3,592 | $870K |
| Davies Financial Advisors, Inc. | 0.81% | New | 3,591 | $869K |
| Symphony Financial, Ltd. Co. | 0.16% | Reduce -0.5% | 3,586 | $869K |
| German American Bancorp, Inc. | 0.10% | Add +19.7% | 3,581 | $867K |
| Marotta Asset Management | 0.18% | Reduce -3.3% | 3,601 | $865K |
| Hancock Whitney Corp. | 0.03% | Reduce -4.2% | 3,561 | $862K |
| Johnson Financial Group, LLC | 0.11% | Add +0.0% | 3,555 | $861K |
| 17 Capital Partners, LLC | 0.61% | Add +4.4% | 3,553 | $860K |
| Covenant Asset Management, LLC | 0.19% | Reduce -0.8% | 3,548 | $859K |
| Aire Advisors, LLC | 0.19% | No change | 3,528 | $854K |
| Melone Private Wealth, LLC | 0.51% | No change | 3,524 | $853K |
| Pinnacle Bancorp, Inc. | 0.25% | Reduce -1.5% | 3,508 | $849K |
| Trinity Financial Advisors LLC | 0.38% | New | 3,488 | $847K |
| Plan Group Financial, LLC | 0.51% | Add +0.1% | 3,470 | $840K |
| Sigma Investment Counselors Inc. | 0.05% | Reduce -1.4% | 3,469 | $840K |
| Guardian Wealth Advisors, LLC | 0.55% | No change | 3,467 | $839K |
| Madden Advisory Services, Inc. | 0.43% | No change | 3,460 | $838K |
| Waterloo Capital, L.P. | 0.10% | Reduce -0.7% | 3,452 | $836K |
| Berry Wealth Group, LP | 0.66% | New | 3,401 | $823K |
| Oxbow Advisors, LLC | 0.10% | No change | 3,400 | $823K |
| Lazard Asset Management LLC | 0.00% | No change | 3,400 | $823K |
| Legacy Private Trust Co. | 0.06% | No change | 3,389 | $820K |
| Matrix Private Capital Group LLC | 0.52% | Add +10.7% | 3,374 | $820K |
| Stonebridge Financial Planning Group, LLC | 0.41% | Add +43.8% | 3,383 | $819K |
| Sound Income Strategies, LLC | 0.06% | Add +4.4% | 3,349 | $811K |
| Independence Bank of Kentucky | 0.21% | Add +18.3% | 3,344 | $810K |
| International Assets Investment Management, LLC | 0.08% | Add +25.3% | 3,337 | $808K |
| Mission Wealth Management, LP | 0.02% | Reduce -49.0% | 3,334 | $807K |
| Gotham Asset Management | 0.01% | Add +217.9% | 3,319 | $804K |
| MBM Wealth Consultants, LLC | 0.27% | Reduce -5.3% | 3,324 | $803K |
| Peterson Wealth Advisors, LLC | 0.17% | Reduce -7.3% | 3,315 | $802K |
| Good Life Advisors, LLC | 0.07% | Reduce -0.6% | 3,296 | $798K |
| HBW Advisory Services LLC | 0.13% | Reduce -9.6% | 3,296 | $798K |
| Traphagen Investment Advisors LLC | 0.09% | No change | 3,290 | $797K |
| NTV Asset Management LLC | 0.11% | No change | 3,287 | $796K |
| SC&H Financial Advisors, Inc. | 0.19% | No change | 3,281 | $794K |
| Deutsche Bank AG | 0.00% | Reduce -1.7% | 3,240 | $784K |
| Garde Capital, Inc. | 0.05% | Reduce -7.9% | 3,222 | $780K |
| Alexander Labrunerie & Co., Inc. | 0.42% | Reduce -0.1% | 3,216 | $779K |
| Etesian Wealth Advisors, Inc. | 0.44% | No change | 3,212 | $778K |
| Platform Technology Partners | 0.27% | — | 3,208 | $777K |
| WBH Advisory Inc. | 0.08% | No change | 3,203 | $775K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +0.6% | 3,203 | $775K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -0.7% | 3,199 | $774K |
| Simon Quick Advisors, LLC | 0.05% | Add +0.6% | 3,196 | $774K |
| Capital Investment Advisors, LLC | 0.02% | Add +11.8% | 3,190 | $772K |
| Blue Barn Wealth, LLC | 0.43% | Reduce -2.3% | 3,173 | $768K |
| Fermata Advisors, LLC | 0.18% | Reduce -76.8% | 3,171 | $768K |
| Keeley-Teton Advisors, LLC | 0.10% | No change | 3,147 | $762K |
| Oldfather Financial Services, LLC | 0.31% | No change | 3,117 | $755K |
| Fragasso Financial Advisors Inc | 0.06% | Reduce -29.2% | 3,100 | $750K |
| O'ROURKE & COMPANY, Inc | 0.42% | Add +2.9% | 3,099 | $750K |
| Cambridge Financial Group, LLC | 0.34% | Add +225.4% | 3,098 | $750K |
| Realta Investment Advisors | 0.15% | Reduce -4.5% | 3,089 | $748K |
| Blue Trust, Inc. | 0.01% | No change | 2,991 | $747K |
| Litman Gregory Wealth Management LLC | 0.07% | Add +1.8% | 3,081 | $746K |
| Keystone Wealth Services, LLC | 0.23% | Reduce -7.8% | 3,041 | $736K |
| NorthRock Partners, LLC | 0.03% | Add +1.1% | 3,029 | $736K |
| Mengis Capital Management, Inc. | 0.15% | No change | 3,038 | $735K |
| Tritonpoint Wealth, LLC | 0.07% | Add +13.9% | 3,020 | $734K |
| Callan Family Office, LLC | 0.14% | Add +145.5% | 3,029 | $733K |
| Monterey Private Wealth, Inc. | 0.27% | Reduce -5.0% | 2,989 | $724K |
| Tranquility Partners, LLC | 0.28% | Reduce -0.5% | 2,985 | $723K |
| Sovereign Financial Group, Inc. | 0.18% | Reduce -7.5% | 2,974 | $720K |
| Accredited Investors Inc. | 0.04% | Reduce -10.1% | 2,950 | $714K |
| Pecaut & Co. | 0.27% | Reduce -7.1% | 2,938 | $711K |
| Quadcap Wealth Management, LLC | 0.13% | New | 2,935 | $711K |
| Waldron Private Wealth LLC | 0.03% | Reduce -33.2% | 2,923 | $710K |
| Goodwin Investment Advisory | 0.33% | Reduce -1.5% | 3,366 | $710K |
| Onyx Bridge Wealth Group LLC | 0.12% | Reduce -1.4% | 2,916 | $706K |
| Signaturefd, LLC | 0.01% | Reduce -4.2% | 2,895 | $701K |
| Independent Advisor Alliance | 0.02% | Reduce -2.2% | 2,891 | $700K |
| Gryphon Financial Partners LLC | 0.10% | Add +20.9% | 2,890 | $700K |
| Muirfield Wealth Advisors LLC | 0.65% | Reduce -0.4% | 2,869 | $695K |
| Americana Partners, LLC | 0.05% | Add +9.0% | 2,856 | $691K |
| First Business Financial Services, Inc. | 0.07% | No change | 2,832 | $686K |
| Private Wealth Group, LLC | 0.36% | No change | 2,826 | $684K |
| Aufman Associates Inc | 0.49% | No change | 2,825 | $684K |
| Mascoma Wealth Management LLC | 0.18% | Add +6.9% | 2,817 | $682K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.05% | Reduce -0.8% | 2,812 | $681K |
| Breakwater Capital Group | 0.15% | Add +2.2% | 2,808 | $680K |
| World Equity Group, Inc. | 0.20% | Reduce -51.4% | 2,806 | $679K |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 2,782 | $673K |
| Advisory Alpha, LLC | 0.03% | Reduce -31.9% | 2,773 | $671K |
| Blue Bell Private Wealth Management, LLC | 0.14% | Add +20.4% | 2,762 | $669K |
| Advance Capital Management, Inc. | 0.03% | Reduce -0.8% | 2,761 | $668K |
| Buttonwood Financial Advisors Inc. | 0.31% | Reduce -5.2% | 2,744 | $664K |
| Sonoma Private Wealth LLC | 1.08% | Add +4.7% | 2,739 | $663K |
| Ranch Capital Advisors Inc. | 0.35% | Add +18.3% | 2,732 | $663K |
| American National Bank & Trust | 0.08% | Add +1.0% | 2,735 | $662K |
| ETF Store, Inc. | 0.68% | Reduce -22.4% | 2,725 | $660K |
| Florida Trust Wealth Management Co | 0.02% | Reduce -2.2% | 2,710 | $656K |
| Blossom Wealth Management | 1.43% | Add +7.7% | 2,709 | $656K |
| Westshore Wealth, LLC | 0.27% | Reduce -0.5% | 2,703 | $654K |
| Moody LYNN Lieberson & Walker, LLC | 0.04% | Reduce -0.7% | 2,693 | $652K |
| Thomasville National Bank | 0.05% | Reduce -1.7% | 2,684 | $650K |
| Hutchens & Kramer Investment Management Group, LLC | 0.36% | Reduce -1.2% | 2,702 | $649K |
| Alpha Cubed Investments, LLC | 0.03% | Reduce -0.3% | 2,678 | $648K |
| Sheaff Brock Investment Advisors, LLC | 0.06% | No change | 2,672 | $647K |
| Webster Bank, N. A. | 0.07% | Add +1.9% | 2,658 | $644K |
| Pachira Investments Inc. | 0.57% | Add +12.0% | 2,644 | $640K |
| Valley Forge Investment Consultants Inc. Adv | 0.24% | Reduce -20.1% | 2,644 | $640K |
| Walled Lake Planning & Wealth Management, LLC | 0.26% | Add +18.1% | 2,637 | $638K |
| Geneos Wealth Management Inc. | 0.03% | Add +4.7% | 2,636 | $638K |
| Heritage Financial Services, LLC | 0.09% | Reduce -13.9% | 2,634 | $638K |
| Avantax Planning Partners, Inc. | 0.02% | Add +23.9% | 2,634 | $638K |
| Libra Wealth LLC | 0.28% | Reduce -1.7% | 2,628 | $636K |
| Quadrant Capital Group LLC | 0.05% | Reduce -15.0% | 2,625 | $636K |
| Naples Global Advisors, LLC | 0.06% | Add +1.0% | 2,604 | $633K |
| Lee Danner & Bass Inc. | 0.05% | — | 2,610 | $632K |
| Warwick Investment Management, Inc. | 0.15% | Add +7.2% | 2,601 | $630K |
| Paulson Wealth Management Inc. | 0.18% | Add +0.7% | 2,594 | $628K |
| Horst & Graben Wealth Management LLC | 0.12% | Reduce -0.0% | 2,592 | $628K |
| Copeland Capital Management, LLC | 0.01% | Add +489.9% | 2,584 | $626K |
| Adamsbrown Wealth Consultants LLC | 0.24% | Add +1.3% | 2,578 | $624K |
| Sapient Capital LLC | 0.01% | Reduce -20.3% | 2,558 | $622K |
| Twin Peaks Wealth Advisors, LLC | 0.31% | Add +141.4% | 2,566 | $621K |
| Annex Advisory Services, LLC | 0.02% | Add +10.7% | 2,563 | $620K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -26.1% | 2,562 | $620K |
| Old North State Trust, LLC | 0.54% | Add +0.9% | 2,560 | $620K |
| Welch Group, LLC | 0.03% | Add +1.4% | 2,555 | $619K |
| Brass Tax Wealth Management, Inc. | 0.12% | Add +8.2% | 2,555 | $619K |
| American Institute for Advanced Investment Management, LLP | 0.47% | No change | 2,553 | $618K |
| Hibernia Wealth Partners, LLC | 0.21% | Reduce -0.3% | 2,549 | $617K |
| Harbor Investment Advisory, LLC | 0.06% | Reduce -9.4% | 2,548 | $617K |
| Riverstone Advisors, LLC | 0.38% | Add +36.7% | 2,547 | $617K |
| Eagle Wealth Strategies LLC | 0.50% | Add +0.2% | 2,544 | $616K |
| Channel Wealth LLC | 0.22% | Reduce -16.4% | 2,534 | $613K |
| DF Dent & Co. Inc. | 0.01% | No change | 2,533 | $613K |
| Aletheian Wealth Advisors LLC | 0.32% | Reduce -3.0% | 2,529 | $612K |
| Slow Capital, Inc. | 0.10% | Reduce -5.4% | 2,512 | $610K |
| Janiczek Wealth Management, LLC | 0.13% | Add +3.7% | 2,518 | $610K |
| Grandfield & Dodd, LLC | 0.04% | Add +0.6% | 2,509 | $607K |
| Colonial Trust Co / SC | 0.11% | Add +36.4% | 2,509 | $607K |
| Park Edge Advisors, LLC | 0.19% | Reduce -1.8% | 2,506 | $607K |
| Johnson Financial Group, Inc. | 0.03% | Reduce -0.8% | 2,496 | $607K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -0.7% | 2,507 | $605K |
| Milestone Investment Advisors LLC | 0.16% | Add +0.7% | 2,496 | $604K |
| Coastline Trust Co | 0.07% | Add +86.8% | 2,496 | $604K |
| New Covenant Trust Company, N.A. | 0.69% | Add +1.4% | 2,433 | $604K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -47.1% | 2,493 | $604K |
| Stockman Wealth Management, Inc. | 0.10% | Add +0.4% | 2,472 | $598K |
| Diligent Investors, LLC | 0.15% | No change | 2,456 | $595K |
| Eagle Bay Advisors LLC | 0.36% | No change | 2,445 | $594K |
| Howard Capital Management Group, LLC | 0.04% | No change | 2,453 | $594K |
| TAP Consulting, LLC | 0.12% | Add +2.6% | 2,445 | $592K |
| Fulton Bank, N.A. | 0.02% | No change | 2,442 | $591K |
| TNF LLC | 0.22% | Reduce -8.3% | 2,397 | $589K |
| Geneva Partners, LLC | 0.24% | Add +2.5% | 2,422 | $586K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -9.0% | 2,409 | $583K |
| Optivise Advisory Services LLC | 0.31% | — | 2,407 | $583K |
| Baron Wealth Management LLC | 0.30% | No change | 2,407 | $583K |
| Novak & Powell Financial Services, Inc. | 0.36% | Reduce -0.5% | 2,393 | $579K |
| Convergence Financial, LLC | 0.15% | New | 2,393 | $579K |
| Falcon Wealth Planning | 0.08% | Add +8.7% | 2,388 | $578K |
| DGS Capital Management, LLC | 0.16% | Add +11.4% | 2,386 | $578K |
| QRG Capital Management, Inc. | 0.01% | Add +38.3% | 2,378 | $576K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.14% | Reduce -0.4% | 2,377 | $575K |
| MN Wealth Advisors, LLC | 0.33% | Reduce -0.6% | 2,375 | $575K |
| Wambolt & Associates, LLC | 0.17% | Reduce -4.5% | 2,378 | $571K |
| Strategic Blueprint, LLC | 0.04% | Add +16.9% | 2,354 | $570K |
| Balanced Wealth Group LLC | 0.26% | Reduce -23.9% | 2,369 | $569K |
| TCWP LLC | 1.39% | Add +6.4% | 2,345 | $568K |
| Sonata Capital Group Inc. | 0.29% | Reduce -6.8% | 2,342 | $567K |
| 49 Wealth Management, LLC | 0.11% | Reduce -2.3% | 2,359 | $567K |
| Herold Advisors, Inc. | 0.13% | Reduce -0.3% | 2,339 | $566K |
| Grant/GrossMendelsohn, LLC | 0.26% | Add +36.8% | 2,308 | $561K |
| Moser Wealth Advisors, LLC | 0.30% | No change | 2,315 | $560K |
| S&T Bank | 0.14% | Reduce -0.0% | 2,311 | $559K |
| GW&K Investment Management, LLC | 0.01% | No change | 2,303 | $558K |
| Fort Vancouver Investment Management, LLC | 0.54% | — | 2,303 | $558K |
| Vantage Financial Partners, LLC | 0.14% | Reduce -21.0% | 2,296 | $556K |
| Bakala Capital LLC | 4.01% | Add +20.1% | 2,295 | $556K |
| Willis Investment Counsel | 0.04% | No change | 2,276 | $551K |
| BSW Wealth Partners | 0.09% | Reduce -8.2% | 2,269 | $549K |
| Diversified Portfolios, Inc. | 0.07% | No change | 2,269 | $549K |
| Kelman-Lazarov, Inc. | 0.10% | No change | 2,268 | $549K |
| RDA Financial Network | 0.18% | Reduce -5.8% | 2,256 | $546K |
| Financial Strategies Group, Inc. | 0.14% | Reduce -0.0% | 2,249 | $543K |
| Davidson Trust Co. | 0.37% | Add +41.7% | 2,238 | $542K |
| Lodestone Wealth Management LLC | 0.28% | Reduce -1.0% | 2,226 | $539K |
| Values Added Financial LLC | 0.39% | Add +26.4% | 2,218 | $537K |
| Boston Financial Mangement LLC | 0.02% | Add +5.5% | 2,206 | $534K |
| Sunburst Financial Group, LLC | 0.14% | No change | 2,201 | $533K |
| L. Roy Papp & Associates, LLP | 0.06% | Add +10.0% | 2,198 | $532K |
| Nottingham Advisors, Inc. | 0.06% | Reduce -2.3% | 2,180 | $528K |
| Kennicott Capital Management LLC | 0.22% | No change | 2,168 | $525K |
| Oakworth Capital, Inc. | 0.04% | No change | 2,165 | $524K |
| Boston Mountain Money Management Inc. | 0.35% | Add +6.9% | 2,164 | $524K |
| Clarity Capital Advisors, LLC | 0.40% | No change | 2,149 | $520K |
| Strategic Wealth Investment Group, LLC | 0.07% | — | 2,164 | $520K |
| Francis Financial, Inc. | 0.16% | No change | 2,140 | $518K |
| Per Stirling Capital Management, LLC. | 0.08% | Reduce -94.8% | 2,140 | $518K |
| Olistico Wealth, LLC | 0.33% | Reduce -10.8% | 2,133 | $516K |
| Fiduciary Alliance LLC | 0.08% | Add +0.3% | 2,139 | $516K |
| Ehrlich Financial Group | 0.41% | Reduce -1.7% | 2,126 | $515K |
| Basso Capital Management, L.P. | 0.46% | No change | 2,125 | $514K |
| Wilmington Savings Fund Society, FSB | 0.02% | Add +31.8% | 2,125 | $514K |
| Sara-Bay Financial | 0.21% | Add +44.2% | 2,117 | $513K |
| Financial Alternatives, Inc | 0.38% | No change | 2,110 | $511K |
| Revisor Wealth Management LLC | 0.35% | New | 2,107 | $510K |
| Paces Ferry Wealth Advisors, LLC | 0.31% | No change | 2,105 | $510K |
| Busey Bank | 0.02% | Add +3.1% | 2,088 | $506K |
| Global Strategic Investment Solutions, LLC | 0.06% | Reduce -23.0% | 2,087 | $505K |
| Ti-Trust, Inc. | 0.39% | Add +20.1% | 2,083 | $504K |
| Pacific Sun Financial Corp | 0.30% | Add +0.9% | 2,083 | $504K |
| Mayfair Advisory Group, LLC | 0.34% | No change | 2,025 | $504K |
| Accel Wealth Management | 0.20% | Reduce -10.0% | 2,058 | $498K |
| Lyell Wealth Management, LP | 0.05% | Reduce -1.9% | 2,057 | $498K |
| BIP Wealth, LLC | 0.04% | Reduce -19.9% | 2,048 | $496K |
| Grey Ledge Advisors, LLC | 0.13% | Add +8.4% | 2,043 | $495K |
| Wells Trecaso Financial Group, LLC | 0.17% | No change | 2,038 | $493K |
| Palisade Asset Management, LLC | 0.05% | No change | 2,037 | $493K |
| Two Sigma Securities, LLC | 0.02% | New | 2,027 | $491K |
| Journey Strategic Wealth LLC | 0.02% | Add +15.6% | 2,026 | $491K |
| SFG Wealth Management, LLC. | 0.28% | Add +0.2% | 2,025 | $490K |
| Meridian Wealth Partners, LLC | 0.09% | Reduce -7.7% | 2,024 | $490K |
| Nixon Peabody Trust Co. | 0.04% | Reduce -44.9% | 2,020 | $489K |
| Strategic Equity Management | 0.32% | Add +48.3% | 2,014 | $488K |
| SIMA Wealth Partners, LLC | 0.46% | — | 2,008 | $486K |
| Clarity Capital Partners LLC | 0.30% | Add +14.1% | 1,995 | $483K |
| Ascent Group, LLC | 0.04% | Reduce -13.3% | 1,986 | $481K |
| 180 Wealth Advisors, LLC | 0.08% | Reduce -0.5% | 1,949 | $480K |
| Olde Wealth Management, LLC | 0.18% | New | 1,979 | $480K |
| Quantinno Capital Management LP | 0.01% | Reduce -14.0% | 1,971 | $477K |
| Pettyjohn, Wood & White, Inc. | 0.09% | Reduce -3.1% | 1,965 | $476K |
| Empirical Asset Management, LLC | 0.18% | New | 1,965 | $476K |
| Penobscot Investment Management Company, Inc. | 0.05% | No change | 1,964 | $475K |
| Octavia Wealth Advisors, LLC | 0.06% | Add +2.8% | 1,956 | $475K |
| Baldwin Investment Management, LLC | 0.06% | Reduce -7.3% | 1,958 | $474K |
| Capital City Trust Co. | 0.13% | New | 1,950 | $472K |
| First Interstate Bank | 0.03% | Add +13.7% | 1,950 | $472K |
| Fairview Capital Investment Management, LLC | 0.03% | No change | 1,950 | $472K |
| Magnolia Capital Management Ltd. | 0.40% | No change | 1,950 | $472K |
| Unionview, LLC | 0.38% | Add +7.0% | 1,933 | $468K |
| Private Management Group Inc. | 0.02% | New | 1,912 | $463K |
| Sterling Financial Planning, Inc. | 0.19% | Reduce -1.5% | 1,904 | $461K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -96.7% | 1,915 | $461K |
| Girard Partners LTD. | 0.04% | Add +6.6% | 1,894 | $459K |
| Burkett Financial Services, LLC | 0.24% | Reduce -1.7% | 1,893 | $458K |
| ICA Group Wealth Management, LLC | 0.27% | Reduce -17.7% | 1,883 | $457K |
| ABLE Financial Group, LLC | 0.16% | New | 1,870 | $453K |
| Orcam Financial Group | 0.48% | No change | 1,861 | $451K |
| Moloney Securities Asset Management, LLC | 0.07% | Reduce -11.0% | 1,860 | $450K |
| Birchcreek Wealth Management, LLC | 0.25% | Reduce -12.9% | 1,859 | $450K |
| Northeast Financial Group, Inc. | 0.19% | Reduce -30.5% | 1,856 | $450K |
| Security National Bank of So Dak | 0.27% | No change | 1,851 | $448K |
| Westmount Partners, LLC | 0.15% | Reduce -17.4% | 1,863 | $448K |
| Pacific Sage Partners, LLC | 0.11% | No change | 1,848 | $447K |
| North Star Asset Management Inc. | 0.02% | Reduce -1.5% | 1,845 | $447K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Reduce -7.1% | 1,839 | $445K |
| Athena Investment Management | 0.27% | No change | 1,839 | $445K |
| Cannell & Spears LLC | 0.01% | Reduce -12.5% | 1,833 | $444K |
| Saxon Interests, Inc. | 0.21% | Add +16.9% | 1,829 | $443K |
| Silverlake Wealth Management LLC | 0.18% | Reduce -16.8% | 1,828 | $443K |
| Prostatis Group LLC | 0.15% | Reduce -4.0% | 1,826 | $442K |
| Beacon Investment Advisory Services, Inc. | 0.02% | No change | 1,802 | $436K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -17.9% | 1,800 | $436K |
| Raffa Wealth Management, LLC | 0.12% | No change | 1,796 | $435K |
| Shira Ridge Wealth Management | 0.24% | No change | 1,792 | $434K |
| Red Door Wealth Management, LLC | 0.08% | No change | 1,789 | $433K |
| RAM Investment Partners, LLC | 0.13% | No change | 1,787 | $433K |
| NorthLanding Financial Partners, LLC | 0.46% | Reduce -3.3% | 1,785 | $432K |
| Howard Wealth Management, LLC | 0.34% | Add +25.3% | 1,784 | $432K |
| Investment Advisory Group, LLC | 0.17% | No change | 1,780 | $431K |
| McGuire Investment Group, LLC | 0.06% | Add +0.5% | 1,779 | $431K |
| RVW Wealth, LLC | 0.04% | Add +55.0% | 1,768 | $428K |
| Equita Financial Network, Inc. | 0.18% | Add +10.0% | 1,764 | $427K |
| Joseph P. Lucia & Associates, LLC | 0.22% | Reduce -3.6% | 1,758 | $426K |
| Financial Partners Group, Inc | 0.07% | Add +0.5% | 1,755 | $425K |
| ETF Portfolio Partners, Inc. | 0.13% | No change | 1,752 | $424K |
| Stokes Family Office, LLC | 0.05% | No change | 1,748 | $423K |
| Family Firm, Inc. | 0.09% | No change | 1,743 | $422K |
| Walden Wealth Partners LLC | 0.24% | No change | 1,741 | $421K |
| Canvas Wealth Advisors, LLC | 0.13% | New | 1,676 | $419K |
| Disciplined Investments, LLC | 0.22% | Reduce -1.0% | 1,727 | $418K |
| First Bank & Trust | 0.08% | Reduce -26.1% | 1,722 | $417K |
| Granite Harbor Advisors, Inc. | 0.27% | Reduce -3.5% | 1,714 | $415K |
| Echo Wealth Management, LLC | 0.31% | No change | 1,701 | $412K |
| Summit Wealth & Retirement Planning, Inc. | 0.14% | No change | 1,699 | $411K |
| Levy Wealth Management Group, LLC | 0.11% | Add +0.4% | 1,696 | $411K |
| Brown Brothers Harriman & Co. | 0.00% | Add +32.5% | 1,695 | $410K |
| GTS Securities LLC | 0.01% | New | 1,680 | $407K |
| Verum Partners LLC | 0.13% | No change | 1,673 | $405K |
| Sharp Wealth Advisory, LLC | 0.35% | Reduce -48.7% | 1,673 | $405K |
| Ellsworth Advisors, LLC | 0.11% | No change | 1,663 | $403K |
| Stone House Investment Management, LLC | 0.10% | Add +11.7% | 1,656 | $401K |
| Heirloom Wealth Management | 0.13% | No change | 1,652 | $400K |
| Mathes Company, Inc. | 0.15% | No change | 1,647 | $399K |
| Personal Cfo Solutions, LLC | 0.06% | Add +8.9% | 1,647 | $399K |
| Willow Creek Wealth Management Inc. | 0.05% | No change | 1,646 | $398K |
| Lake Street Advisors Group, LLC | 0.02% | Add +2.6% | 1,637 | $398K |
| Logan Capital Management Inc. | 0.02% | No change | 1,642 | $398K |
| Hardy Reed LLC | 0.04% | No change | 1,640 | $397K |
| Forum Financial Management, LP | 0.01% | Reduce -3.1% | 1,638 | $397K |
| Plante Moran Financial Advisors, LLC | 0.04% | Reduce -12.2% | 1,636 | $396K |
| McAdam, LLC | 0.02% | Add +8.6% | 1,631 | $395K |
| Detalus Advisors, LLC | 0.14% | Add +27.1% | 1,631 | $395K |
| Investment Partners Asset Management, Inc. | 0.35% | No change | 1,624 | $393K |
| WNY Asset Management, LLC | 0.05% | Reduce -95.7% | 1,618 | $392K |
| River Wealth Advisors LLC | 0.06% | Reduce -0.4% | 1,610 | $390K |
| Cove Private Wealth, LLC | 0.32% | Reduce -15.8% | 1,600 | $387K |
| Transform Wealth, LLC | 0.03% | Add +2.6% | 1,587 | $386K |
| MontVue Capital Management, Inc. | 0.30% | Reduce -3.4% | 1,571 | $380K |
| First Western Trust Bank | 0.02% | Add +7.2% | 1,570 | $380K |
| New England Private Wealth Advisors LLC | 0.07% | Add +10.8% | 1,567 | $379K |
| Vertex Planning Partners, LLC | 0.10% | No change | 1,560 | $378K |
| Wimmer Associates 1, LLC | 0.19% | Add +3.0% | 1,547 | $375K |
| Aaron Wealth Advisors LLC | 0.05% | New | 1,545 | $374K |
| Northwest Bank & Trust Co | 0.31% | Add +2.2% | 1,544 | $374K |
| Morton Capital Management LLC | 0.09% | Add +24.3% | 1,542 | $373K |
| Strategic Financial Services, Inc. | 0.02% | No change | 1,540 | $373K |
| One Wealth Map LLC | 0.23% | No change | 1,485 | $373K |
| Swmg, LLC | 0.17% | Reduce -0.8% | 1,536 | $372K |
| First Trust Direct Indexing L.P. | 0.02% | Add +41.7% | 1,533 | $371K |
| Acorn Wealth Advisors, LLC | 0.18% | Add +28.1% | 1,533 | $371K |
| Keel Point, LLC | 0.03% | New | 1,505 | $371K |
| Wayfinding Financial, LLC | 0.21% | No change | 1,505 | $365K |
| Regent Peak Wealth Advisors LLC | 0.08% | Reduce -5.2% | 1,502 | $364K |
| Epic Trust Investment Advisors, LLC | 0.40% | Reduce -6.3% | 1,500 | $363K |
| Edgemoor Investment Advisors, Inc. | 0.03% | No change | 1,500 | $363K |
| JFS Wealth Advisors, LLC | 0.03% | Reduce -30.0% | 1,496 | $362K |
| Russell Investments Group, Ltd. | 0.00% | Add +1793.7% | 1,496 | $362K |
| Moors & Cabot, Inc. | 0.02% | Add +2.0% | 1,493 | $361K |
| Newport Capital Group, LLC | 0.29% | — | 1,490 | $361K |
| Tradewinds, LLC. | 0.11% | New | 1,490 | $361K |
| VERITY Wealth Advisors | 0.27% | No change | 1,487 | $360K |
| Hardin Capital Partners, LLC | 0.23% | — | 1,479 | $358K |
| Pegasus Partners Ltd. | 0.04% | No change | 1,477 | $358K |
| Fortis Group Advisors, LLC | 0.07% | New | 1,476 | $357K |
| Columbia Advisory Partners LLC | 0.35% | Reduce -47.3% | 1,470 | $356K |
| Founders Financial Alliance, LLC | 0.11% | Reduce -2.5% | 1,467 | $355K |
| Wealthstream Advisors, Inc. | 0.13% | No change | 1,464 | $354K |
| Becker Capital Management Inc. | 0.01% | No change | 1,458 | $354K |
| Claro Advisors Inc. | 0.06% | Reduce -24.7% | 1,462 | $354K |
| Live Oak Private Wealth LLC | 0.06% | Reduce -12.1% | 1,455 | $352K |
| Arthur M. Cohen & Associates, LLC | 0.06% | Reduce -14.9% | 1,452 | $351K |
| Accretive Wealth Partners, LLC | 0.15% | Add +7.0% | 1,450 | $351K |
| Sunflower Bank, N.A. | 0.08% | No change | 1,449 | $351K |
| Madison Park Capital Advisors, LLC | 0.29% | No change | 1,449 | $351K |
| Mairs & Power Inc. | 0.00% | New | 1,444 | $350K |
| Jacobi Capital Management LLC | 0.03% | Reduce -27.3% | 1,443 | $349K |
| Willis Johnson & Associates, Inc. | 0.03% | Reduce -1.5% | 1,436 | $348K |
| Sloy Dahl & Holst, LLC | 0.07% | No change | 1,435 | $347K |
| Redwood Financial Network Corp | 0.29% | Reduce -2.8% | 1,431 | $346K |
| Congress Asset Management Co. | 0.00% | No change | 1,428 | $346K |
| One Wealth Management Investment & Advisory Services, LLC | 0.14% | Reduce -4.7% | 1,426 | $345K |
| Valley National Advisers Inc. | 0.05% | No change | 1,427 | $345K |
| Robinson Smith Wealth Advisors LLC | 0.30% | New | 1,411 | $342K |
| Avitas Wealth Management LLC | 0.05% | Add +0.7% | 1,407 | $341K |
| Edge Financial Advisors LLC | 0.35% | Reduce -0.1% | 1,406 | $341K |
| Tower View Wealth Management LLC | 0.20% | Reduce -1.5% | 1,405 | $340K |
| Toth Financial Advisory Corp. | 0.04% | No change | 1,395 | $338K |
| Alta Wealth Advisors LLC | 0.17% | Reduce -7.8% | 1,392 | $337K |
| Fortem Financial Group, LLC | 0.14% | Add +50.6% | 1,386 | $336K |
| Granite FO LLC | 0.21% | No change | 1,385 | $335K |
| L.M. Kohn & Company | 0.09% | Reduce -21.4% | 1,334 | $335K |
| Parkside Financial Bank & Trust | 0.05% | No change | 1,384 | $335K |
| Raymond James Trust Co. of NH | 3.12% | Reduce -1.7% | 1,384 | $335K |
| First National Bank of Mount Dora, Trust Investment Services | 0.08% | No change | 1,381 | $334K |
| Howland Capital Management LLC | 0.02% | No change | 1,375 | $334K |
| Fiduciary Financial Group, LLC | 0.08% | — | 1,315 | $333K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 1,431 | $333K |
| Fort Pitt Capital Group, LLC | 0.01% | No change | 1,375 | $333K |
| Lowery Thomas, LLC | 0.24% | No change | 1,374 | $333K |
| Caldwell Sutter Capital, Inc. | 0.16% | Reduce -0.7% | 1,373 | $333K |
| Dentgroup LLC | 0.27% | Reduce -1.9% | 1,370 | $332K |
| Fortis Capital Advisors, LLC | 0.12% | New | 1,367 | $331K |
| KWB Wealth | 0.05% | No change | 1,322 | $330K |
| LifeGuide Financial Advisors, LLC | 0.16% | No change | 1,364 | $330K |
| Washington Trust Bank | 0.03% | Reduce -25.1% | 1,363 | $330K |
| FRG Family Wealth Advisors LLC | 0.06% | No change | 1,369 | $330K |
| Client 1ST Advisory Group, LLC | 0.14% | No change | 1,358 | $329K |
| Better Money Decisions, LLC | 0.25% | Reduce -1.2% | 1,357 | $329K |
| Smith Salley Wealth Management | 0.02% | Reduce -45.7% | 1,355 | $328K |
| CWS Financial Advisors, LLC | 0.13% | No change | 1,354 | $328K |
| Bremer Bank National Association | 0.06% | Reduce -18.7% | 1,353 | $328K |
| Clearstead Trust, LLC | 0.08% | No change | 1,352 | $327K |
| HUB Investment Partners, LLC | 0.02% | Add +22.0% | 1,352 | $327K |
| Avaii Wealth Management, LLC | 0.18% | No change | 1,352 | $327K |
| Chicago Capital, LLC | 0.01% | New | 1,343 | $325K |
| Lifeworks Advisors, LLC | 0.09% | New | 1,343 | $325K |
| Cora Capital Advisors LLC | 0.17% | Add +1.8% | 1,335 | $323K |
| Prepared Retirement Institute LLC | 0.21% | No change | 1,334 | $323K |
| Strategic Advisors LLC | 0.06% | Reduce -0.6% | 1,328 | $322K |
| CGN Advisors LLC | 0.04% | Reduce -3.2% | 1,327 | $321K |
| North Star Investment Management Corp. | 0.02% | No change | 1,322 | $320K |
| Compass Advisory Group LLC | 0.14% | No change | 1,316 | $320K |
| Milestone Asset Management, LLC | 0.08% | New | 1,318 | $319K |
| Gibson Wealth Advisors LLC | 0.30% | Reduce -5.7% | 1,317 | $319K |
| Csenge Advisory Group | 0.02% | Add +0.3% | 1,317 | $319K |
| Confluence Wealth Services, Inc. | 0.03% | Reduce -0.5% | 1,316 | $319K |
| Fairfield, Bush & Co. | 0.19% | No change | 1,311 | $317K |
| Myecfo, LLC | 0.18% | Add +37.9% | 1,310 | $317K |
| Intrepid Financial Planning Group LLC | 0.14% | No change | 1,306 | $316K |
| HT Partners LLC | 0.11% | No change | 1,305 | $316K |
| KOM Wealth Management Group, LLC | 0.29% | No change | 1,301 | $315K |
| Berger Financial Group, Inc | 0.03% | Reduce -17.0% | 1,301 | $315K |
| Camelot Technology Advisors, Inc. | 0.29% | No change | 1,283 | $311K |
| CW Advisors, LLC | 0.00% | Add +13.0% | 1,280 | $310K |
| 1ST Source Bank | 0.02% | No change | 1,273 | $308K |
| Penn Capital Management Company, LLC | 0.03% | New | 1,273 | $308K |
| Bogart Wealth, LLC | 0.02% | Add +6.6% | 1,271 | $308K |
| Intelligence Driven Advisers, LLC | 0.04% | No change | 1,271 | $308K |
| Catalina Capital Group, LLC | 0.12% | No change | 1,269 | $307K |
| Seneca Financial Advisors LLC | 0.16% | No change | 1,266 | $307K |
| Whalerock Point Partners, LLC | 0.08% | No change | 1,255 | $304K |
| Legacy Financial Advisors, Inc. | 0.05% | Reduce -13.5% | 1,250 | $303K |
| David J Yvars Group | 0.19% | No change | 1,243 | $301K |
| Childress Capital Advisors, LLC | 0.08% | Reduce -1.0% | 1,241 | $301K |
| MKT Advisors LLC | 0.15% | Add +0.2% | 1,241 | $300K |
| Independence Asset Advisors, LLC | 7.18% | No change | 1,238 | $300K |
| First Financial Bank - Trust Division | 0.03% | Reduce -21.2% | 1,235 | $299K |
| Argent Advisors, Inc. | 0.12% | No change | 1,230 | $298K |
| YHB Investment Advisors, Inc. | 0.03% | No change | 1,225 | $297K |
| Naviter Wealth, LLC | 0.04% | Add +18.5% | 1,219 | $296K |
| Unique Wealth, LLC | 0.08% | No change | 1,220 | $295K |
| Fairman Group, LLC | 0.30% | Add +13.7% | 1,213 | $295K |
| SYM FINANCIAL Corp | 0.05% | Add +1.5% | 1,213 | $294K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.11% | Add +0.4% | 1,173 | $293K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.09% | New | 1,209 | $293K |
| WealthTrust Asset Management, LLC | 0.21% | Reduce -2.5% | 1,211 | $293K |
| Obsidian Personal Planning Solutions LLC | 0.18% | Add +20.3% | 1,208 | $292K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -0.3% | 1,208 | $292K |
| Turtle Creek Wealth Advisors, LLC | 0.07% | Add +4.5% | 1,206 | $292K |
| American Financial & Tax Strategies Inc. | 0.15% | Reduce -4.1% | 1,203 | $291K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 1,203 | $291K |
| Grunden Financial Advisory, Inc. | 0.15% | No change | 1,200 | $291K |
| Cooper Financial Group | 0.04% | Reduce -7.6% | 1,199 | $290K |
| Glassman Wealth Services | 0.05% | Reduce -6.6% | 1,192 | $289K |
| Westside Investment Management, Inc. | 0.07% | Add +18.0% | 1,191 | $288K |
| Cambridge Capital Management, LLC | 0.21% | No change | 1,191 | $288K |
| SkyOak Wealth, LLC | 0.07% | Add +2.3% | 1,189 | $288K |
| Alley Investment Management Company, LLC | 0.04% | Reduce -8.2% | 1,186 | $287K |
| Thrive Capital Management, LLC | 0.13% | New | 1,185 | $287K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 1,184 | $287K |
| Allred Capital Management, LLC | 0.11% | Reduce -2.1% | 1,182 | $286K |
| Midwest Professional Planners, LTD. | 0.10% | No change | 1,182 | $286K |
| National Wealth Management Group, LLC | 0.22% | Reduce -43.0% | 1,180 | $286K |
| Facet Wealth, Inc. | 0.01% | Add +18.7% | 1,142 | $286K |
| Bordeaux Wealth Advisors LLC | 0.05% | Reduce -21.8% | 1,179 | $285K |
| Flower City Capital | 0.18% | Reduce -12.1% | 1,167 | $284K |
| Compass Financial Group, INC | 0.06% | Reduce -7.0% | 1,171 | $284K |
| Townsend Asset Management Corp. /NC/ | 0.11% | Reduce -11.5% | 1,168 | $283K |
| Capital Advisors Inc. | 0.01% | New | 1,160 | $281K |
| ARS Wealth Advisors Group, LLC | 0.04% | Reduce -13.1% | 1,159 | $281K |
| Cladis Investment Advisory, LLC | 0.20% | No change | 1,158 | $280K |
| Bath Savings Trust Co | 0.03% | Add +1.3% | 1,158 | $280K |
| WMG Financial Advisors, LLC | 0.15% | No change | 1,157 | $280K |
| Penobscot Wealth Management | 0.17% | Reduce -7.0% | 1,160 | $280K |
| Cassady Schiller Wealth Management, LLC | 0.11% | Add +9.4% | 1,152 | $279K |
| AlphaStar Capital Management, LLC | 0.03% | New | 1,152 | $279K |
| Cadinha & Co. LLC | 0.05% | No change | 1,150 | $278K |
| Byrne Asset Management LLC | 0.23% | Reduce -2.6% | 1,146 | $278K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 1,146 | $277K |
| Prosperity Planning, Inc. | 0.09% | No change | 1,138 | $276K |
| West Michigan Advisors, LLC | 0.09% | Reduce -0.6% | 1,131 | $275K |
| First American Trust, FSB | 0.03% | Reduce -13.5% | 1,133 | $274K |
| Tradewinds Capital Management, LLC | 0.08% | Add +0.1% | 1,129 | $273K |
| Enzi Wealth | 0.12% | Add +5.1% | 1,130 | $273K |
| LPF Advisors LLC | 0.25% | New | 1,124 | $272K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.11% | Reduce -55.8% | 1,125 | $272K |
| Hoese & Co LLP | 0.24% | Add +58.6% | 1,110 | $272K |
| Three Bridge Wealth Advisors, LLC | 0.11% | No change | 1,115 | $271K |
| Burney Co./ | 0.01% | Reduce -1.1% | 1,115 | $270K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Reduce -0.6% | 1,112 | $269K |
| Weitzel Financial Services, Inc. | 0.13% | No change | 1,119 | $269K |
| Waters Parkerson & Co., LLC | 0.01% | Add +4.5% | 1,101 | $267K |
| Peoples Bank | 0.14% | Add +7.5% | 1,100 | $266K |
| Kanawha Capital Management LLC | 0.02% | Add +9.5% | 1,096 | $265K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +14.9% | 1,095 | $265K |
| Kings Path Partners LLC | 0.12% | — | 1,094 | $265K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +0.7% | 1,093 | $265K |
| Barrett & Company, Inc. | 0.12% | No change | 1,093 | $265K |
| Capital Advisors, Ltd. LLC | 0.03% | Reduce -0.6% | 1,091 | $264K |
| Sageworth Trust Co of South Dakota | 0.38% | No change | 1,080 | $261K |
| SPC Financial, Inc. | 0.02% | New | 1,080 | $261K |
| Raab & Moskowitz Asset Management LLC | 0.07% | Reduce -10.5% | 1,079 | $261K |
| Ironwood Wealth Management, LLC. | 0.08% | No change | 1,074 | $260K |
| Old Port Advisors | 0.08% | Reduce -6.2% | 1,060 | $257K |
| Prairie Wealth Advisors, Inc. | 0.13% | Reduce -1.0% | 1,055 | $256K |
| Ballentine Capital Advisors, Inc | 0.14% | No change | 1,058 | $256K |
| Ashton Thomas Securities, LLC | 0.06% | — | 1,057 | $256K |
| Tyche Wealth Partners LLC | 0.06% | No change | 1,053 | $255K |
| Element Wealth, LLC | 0.14% | Reduce -16.3% | 1,053 | $255K |
| Legacy Trust | 0.06% | No change | 1,052 | $255K |
| Madison Wealth Partners, Inc | 0.09% | Add +0.6% | 1,049 | $254K |
| Glen Eagle Advisors, LLC | 0.05% | Reduce -15.4% | 1,046 | $253K |
| VitalStone Financial, LLC | 0.18% | Add +8.6% | 1,045 | $253K |
| Correct Capital Wealth Management | 0.06% | No change | 1,042 | $252K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 1,038 | $251K |
| Clearwater Capital Advisors, LLC | 0.03% | Add +10.8% | 1,038 | $251K |
| Lathrop Investment Management Co. | 0.05% | Reduce -3.9% | 1,038 | $251K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -47.9% | 990 | $251K |
| Ascentis Independent Advisors | 0.05% | — | 1,036 | $251K |
| Anson Capital, Inc. | 0.25% | No change | 1,040 | $250K |
| Bensler, LLC | 0.03% | Reduce -12.2% | 1,033 | $250K |
| Mendel Capital Management LLC | 0.16% | No change | 1,025 | $248K |
| Klingman & Associates, LLC | 0.02% | Reduce -7.8% | 1,024 | $248K |
| Greenfield Savings Bank | 0.13% | No change | 1,024 | $248K |
| Presilium Private Wealth, LLC | 0.06% | Reduce -0.4% | 1,014 | $245K |
| Dearborn Partners LLC | 0.01% | Reduce -2.1% | 1,008 | $244K |
| Tolleson Wealth Management, Inc. | 0.05% | No change | 1,004 | $244K |
| Acima Private Wealth, LLC | 0.09% | No change | 1,007 | $244K |
| Sensible Money, LLC | 0.12% | No change | 1,005 | $243K |
| Money Concepts Capital Corp. | 0.02% | No change | 1,004 | $243K |
| FC Advisory LLC | 0.09% | Reduce -1.0% | 1,004 | $243K |
| Summit Asset Management, LLC | 0.03% | No change | 1,002 | $243K |
| Searle & Co. | 0.06% | No change | 1,000 | $242K |
| Covestor Ltd | 0.16% | Add +5.3% | 1,000 | $242K |
| Vicus Capital | 0.02% | Reduce -92.7% | 999 | $242K |
| Intrua Financial, LLC | 0.04% | Reduce -2.9% | 997 | $241K |
| Physician Wealth Advisors, Inc. | 0.04% | Reduce -13.9% | 949 | $240K |
| Carson Advisory Inc. | 0.17% | Add +14.0% | 986 | $239K |
| Fairway Wealth LLC | 0.14% | No change | 986 | $239K |
| WealthShield Partners, LLC | 0.04% | Add +13.8% | 981 | $238K |
| Embree Financial Group | 0.05% | No change | 985 | $238K |
| First National Advisers, LLC | 0.04% | Add +7.2% | 984 | $238K |
| Kavar Capital Partners Group, LLC | 0.04% | No change | 981 | $238K |
| Lazari Capital Management, Inc. | 0.11% | No change | 977 | $237K |
| Center For Asset Management LLC | 0.16% | New | 977 | $237K |
| Investment Planning Advisors, Inc. | 0.12% | — | 976 | $236K |
| Strategic Financial Planning, Inc. | 0.17% | No change | 975 | $236K |
| First Trust Investment Solutions L.P. | 0.03% | No change | 975 | $236K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.10% | New | 963 | $234K |
| HTG Investment Advisors, Inc. | 0.13% | Reduce -11.5% | 967 | $234K |
| Janney Capital Management LLC | 0.02% | Reduce -2.7% | 965 | $234K |
| All Season Financial Advisors, Inc. | 0.21% | Reduce -9.8% | 966 | $234K |
| WealthCare Investment Partners, LLC | 0.11% | Reduce -9.5% | 963 | $233K |
| Norris Perne & French LLP | 0.02% | No change | 962 | $233K |
| Columbia Bank | 0.09% | No change | 961 | $233K |
| Rosenbaum Jay D. | 1.34% | New | 960 | $232K |
| Zacks Investment Management | 0.00% | Reduce -6.1% | 960 | $232K |
| First Community Trust NA | 0.20% | Add +171.4% | 958 | $232K |
| Astoria Strategic Wealth, Inc. | 0.07% | Add +3.8% | 958 | $232K |
| Tocqueville Asset Management L.P. | 0.00% | Add +0.1% | 958 | $232K |
| Tradition Wealth Management, LLC | 0.02% | Add +10.6% | 958 | $232K |
| Geometric Wealth Advisors | 0.05% | Add +4.5% | 956 | $231K |
| Osborne Partners Capital Management, LLC | 0.01% | Add +8.5% | 956 | $231K |
| McLean Asset Management Corp | 0.07% | Add +3.3% | 949 | $231K |
| Trustco Bank Corp. N Y | 0.25% | Reduce -0.1% | 954 | $231K |
| Roberts Wealth Advisors, LLC | 0.08% | No change | 956 | $231K |
| Powers Advisory Group, LLC | 0.13% | New | 953 | $231K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.07% | No change | 947 | $230K |
| Cedar Wealth Management, LLC | 0.07% | Reduce -5.5% | 946 | $229K |
| One Wealth Advisors, LLC | 0.05% | No change | 923 | $226K |
| Mfa Wealth Advisors, LLC | 0.05% | No change | 932 | $226K |
| Cobblestone Capital Advisors LLC | 0.01% | No change | 930 | $225K |
| FourThought Financial Partners, LLC | 0.03% | No change | 923 | $223K |
| SignalPoint Asset Management, LLC | 0.06% | Reduce -6.0% | 918 | $222K |
| Barclays PLC | 0.00% | No change | 917 | $222K |
| Summit Global Investments | 0.02% | New | 917 | $222K |
| Lee Financial Co | 0.04% | New | 916 | $222K |
| Bank of Nova Scotia | 0.00% | No change | 910 | $220K |
| Thrive Wealth Management, LLC | 0.04% | No change | 900 | $218K |
| Signet Financial Management, LLC | 0.03% | Reduce -43.8% | 900 | $218K |
| Team Hewins, LLC | 0.09% | New | 897 | $218K |
| Edgestream Partners, L.P. | 0.01% | New | 898 | $217K |
| Old North State Wealth Management, LLC | 0.14% | No change | 893 | $217K |
| Relative Value Partners Group, LLC | 0.03% | Reduce -86.4% | 891 | $216K |
| Lake Street Private Wealth, LLC | 0.03% | Reduce -22.4% | 891 | $216K |
| Wagner Wealth Management, LLC | 0.06% | Reduce -3.8% | 890 | $215K |
| Corundum Group, Inc. | 0.08% | No change | 890 | $215K |
| First Long Island Investors, LLC | 0.02% | No change | 890 | $215K |
| Integrity Financial Corp | 0.13% | Add +40.8% | 890 | $215K |
| Matrix Asset Advisors Inc. | 0.03% | No change | 888 | $215K |
| Everpar Advisors LLC | 0.11% | New | 888 | $215K |
| Northwest Financial Advisors | 0.22% | New | 885 | $214K |
| Pennsylvania Capital Management Inc. | 0.08% | No change | 884 | $214K |
| Roman Butler Fullerton & Co. | 0.07% | Add +1.6% | 874 | $213K |
| Pursue Wealth Partners LLC | 0.12% | New | 879 | $213K |
| Insigneo Advisory Services, LLC | 0.02% | New | 894 | $213K |
| Members Trust Co | 0.01% | No change | 876 | $212K |
| Divergent Planning, LLC | 0.08% | Reduce -22.2% | 875 | $211K |
| Greenspring Advisors, LLC | 0.05% | No change | 873 | $211K |
| Gries Financial LLC | 0.04% | Reduce -21.6% | 873 | $211K |
| Beacon Financial Advisory LLC | 0.08% | New | 868 | $210K |
| Mechanics Bank Trust Department | 0.03% | No change | 867 | $210K |
| Courage Miller Partners, LLC | 0.08% | No change | 866 | $210K |
| Lansing Street Advisors | 0.09% | Reduce -0.6% | 864 | $209K |
| Patton Albertson Miller Group, LLC | 0.03% | Reduce -3.4% | 864 | $209K |
| FAS Wealth Partners, Inc. | 0.02% | Reduce -4.8% | 863 | $209K |
| Sound Stewardship, LLC | 0.13% | No change | 863 | $209K |
| Ted Buchan & Co | 0.11% | No change | 863 | $209K |
| Greenleaf Trust | 0.00% | Reduce -40.8% | 861 | $208K |
| Valley Brook Capital Group, Inc. | 0.16% | Reduce -10.8% | 861 | $208K |
| SpiderRock Advisors, LLC | 0.01% | No change | 860 | $208K |
| Regimen Wealth, LLC | 0.07% | Reduce -0.5% | 855 | $207K |
| Institutional & Family Asset Management, LLC | 0.03% | No change | 854 | $207K |
| RMR Wealth Builders | 0.02% | No change | 851 | $206K |
| Invst, LLC | 0.02% | Reduce -0.9% | 857 | $206K |
| Sentry LLC | 0.04% | No change | 850 | $206K |
| EPIQ Capital Group, LLC | 0.07% | No change | 845 | $205K |
| Oarsman Capital, Inc. | 0.05% | New | 848 | $205K |
| ROI Financial Advisors, LLC | 0.15% | No change | 848 | $205K |
| Meritage Portfolio Management | 0.01% | No change | 845 | $205K |
| Trust Co | 0.03% | No change | 846 | $205K |
| TKG Advisors, LLC | 0.11% | No change | 839 | $203K |
| Envision Financial Planning, LLC | 0.16% | New | 839 | $203K |
| Napatree Capital LLC | 0.16% | New | 835 | $202K |
| Middleton & Co. Inc. | 0.02% | No change | 834 | $202K |
| Hummer Financial Advisory Services Inc | 0.17% | Reduce -9.8% | 825 | $200K |
| Darden Wealth Group Inc | 0.12% | Reduce -75.1% | 828 | $200K |
| Leo Wealth, LLC | 0.02% | Reduce -1.8% | 831 | $200K |
| Planning Capital Management Corp | 0.14% | No change | 824 | $199K |
| Opal Wealth Advisors, LLC | 0.06% | Reduce -5.0% | 816 | $198K |
| Coppell Advisory Solutions LLC | 0.03% | — | 813 | $197K |
| Providence Capital Advisors, LLC | 0.04% | Reduce -0.3% | 812 | $197K |
| Cypress Capital, LLC | 0.05% | New | 811 | $196K |
| Clean Yield Group | 0.07% | No change | 808 | $196K |
| Main Management LLC | 0.02% | No change | 807 | $195K |
| LFA - Lugano Financial Advisors SA | 0.15% | No change | 800 | $194K |
| C M Bidwell & Associates Ltd. | 0.13% | No change | 799 | $194K |
| Richardson Capital Management LLC | 0.15% | Add +4.8% | 790 | $191K |
| DHJJ Financial Advisors, Ltd. | 0.08% | No change | 779 | $189K |
| Global Trust Asset Management, LLC | 0.08% | No change | 778 | $188K |
| Tortoise Investment Management, LLC | 0.02% | Reduce -6.3% | 756 | $183K |
| Indiana Trust & Investment Management Co | 0.07% | Reduce -4.1% | 749 | $181K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 738 | $179K |
| Beacon Capital Management, LLC | 0.03% | Add +1.9% | 736 | $178K |
| Sittner & Nelson, LLC | 0.09% | Reduce -0.4% | 735 | $178K |
| Godsey & Gibb, Inc. | 0.02% | New | 726 | $176K |
| Tyler-Stone Wealth Management | 0.07% | Add +0.1% | 722 | $175K |
| Archer Investment Corp | 0.05% | No change | 718 | $174K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +34.0% | 689 | $173K |
| Balefire, LLC | 0.06% | Add +15.2% | 704 | $170K |
| Rothschild Investment LLC | 0.01% | Reduce -28.9% | 700 | $169K |
| Sugarloaf Wealth Management, LLC | 0.03% | Reduce -9.6% | 680 | $165K |
| Key Financial Inc | 0.04% | Add +3.7% | 678 | $164K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | Reduce -4.0% | 677 | $164K |
| Rise Advisors, LLC | 0.08% | No change | 656 | $159K |
| Morling Financial Advisors, LLC | 0.07% | No change | 651 | $158K |
| TCTC Holdings, LLC | 0.01% | Add +0.3% | 638 | $154K |
| Red Lighthouse Investment Management, LLC | 0.06% | No change | 624 | $151K |
| Sunbelt Securities, Inc. | 0.02% | Add +17.2% | 621 | $150K |
| Compass Wealth Management LLC | 0.04% | No change | 615 | $149K |
| New Millennium Group LLC | 0.10% | New | 611 | $148K |
| Cornerstone Planning Group LLC | 0.04% | Reduce -1.3% | 615 | $146K |
| Register Financial Advisors LLC | 0.07% | Reduce -5.5% | 599 | $145K |
| MCF Advisors LLC | 0.01% | Reduce -0.2% | 597 | $145K |
| Gradient Investments LLC | 0.00% | Reduce -11.3% | 598 | $145K |
| MTM Investment Management, LLC | 0.06% | Add +174.7% | 585 | $142K |
| Birch Capital Management, LLC | 0.07% | No change | 569 | $138K |
| PrairieView Partners, LLC | 0.02% | No change | 565 | $136K |
| Pineridge Advisors LLC | 0.05% | Add +722.1% | 559 | $135K |
| Pacifica Partners Inc. | 0.06% | Add +0.2% | 554 | $134K |
| Tompkins Financial Corp. | 0.01% | No change | 543 | $131K |
| Venturi Wealth Management, LLC | 0.01% | No change | 539 | $131K |
| Solstein Capital, LLC | 0.08% | No change | 537 | $130K |
| Bfsg, LLC | 0.02% | Reduce -0.2% | 535 | $130K |
| Cardiff Park Advisors, LLC | 0.01% | Add +3.1% | 531 | $128K |
| Mycio Wealth Partners, LLC | 0.03% | No change | 507 | $123K |
| Cape Investment Advisory, Inc. | 0.05% | Reduce -11.2% | 498 | $121K |
| Richardson Financial Services Inc. | 0.09% | Reduce -0.4% | 494 | $120K |
| Mb, Levis & Associates, LLC | 0.06% | No change | 493 | $119K |
| Intelligent Financial Strategies | 0.07% | No change | 487 | $118K |
| Legacy Bridge, LLC | 0.07% | No change | 487 | $118K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 485 | $117K |
| Clear Point Advisors Inc. | 0.09% | No change | 463 | $112K |
| Bell Investment Advisors, Inc | 0.02% | Reduce -2.4% | 450 | $109K |
| Zions Bancorporation, N.A. | 0.01% | No change | 446 | $108K |
| Cherry Tree Wealth Management, LLC | 0.03% | Reduce -8.5% | 440 | $107K |
| Breakwater Investment Management | 0.05% | No change | 430 | $104K |
| Global Financial Private Client, LLC | 0.04% | No change | 423 | $102K |
| GAMMA Investing LLC | 0.01% | No change | 423 | $102K |
| Front Row Advisors LLC | 0.04% | Add +15.0% | 421 | $102K |
| DecisionPoint Financial, LLC | 0.03% | No change | 406 | $102K |
| Tucker Asset Management LLC | 0.02% | No change | 420 | $102K |
| Broadwater Capital Management LLC | 0.08% | No change | 415 | $100K |
| Family Asset Management, LLC | 0.06% | New | 415 | $100K |
| Denver PWM, LLC | 0.04% | New | 415 | $100K |
| First Personal Financial Services | 0.02% | No change | 413 | $100K |
| Partnership Wealth Management, LLC | 0.07% | No change | 409 | $99K |
| HWG Holdings LP | 0.03% | — | 386 | $93K |
| Frazier Financial Advisors, LLC | 0.07% | Add +34.4% | 383 | $93K |
| Lynx Investment Advisory | 0.07% | — | 380 | $92K |
| Provident Wealth Management, LLC | 0.03% | Add +0.5% | 376 | $91K |
| Vestor Capital, LLC | 0.01% | Add +20.0% | 360 | $87K |
| Laurel Wealth Advisors LLC | 0.02% | Reduce -25.1% | 356 | $86K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +52.2% | 350 | $85K |
| Brown, Lisle/Cummings, Inc. | 0.03% | No change | 342 | $83K |
| Colonial Trust Advisors | 0.01% | No change | 327 | $79K |
| Maryland Capital Advisors Inc. | 0.04% | No change | 316 | $77K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 314 | $76K |
| Centennial Bank | 0.04% | No change | 310 | $75K |
| Financial Perspectives, Inc | 0.03% | Add +72.3% | 305 | $74K |
| Evergreen Private Wealth LLC | 0.04% | No change | 304 | $74K |
| Founders Capital Management | 0.05% | No change | 303 | $73K |
| Concord Wealth Partners | 0.01% | No change | 297 | $72K |
| Family CFO Inc | 0.04% | No change | 283 | $69K |
| Morris Financial Concepts, Inc. | 0.03% | No change | 281 | $68K |
| Keener Financial Planning LLC | 0.04% | No change | 283 | $68K |
| Gen-Wealth Partners Inc | 0.03% | No change | 278 | $67K |
| SWAN Capital LLC | 0.04% | New | 273 | $66K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +33.3% | 268 | $65K |
| Nemes Rush Group LLC | 0.01% | Reduce -28.3% | 256 | $62K |
| Atticus Wealth Management, LLC | 0.02% | Reduce -1.6% | 254 | $62K |
| SRH Advisors, LLC | 0.02% | No change | 245 | $59K |
| Fairscale Capital, LLC | 0.05% | — | 232 | $59K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | No change | 242 | $59K |
| Innealta Capital, LLC | 0.02% | New | 240 | $58K |
| Motco | 0.00% | No change | 240 | $58K |
| Criterion Capital Advisors, LLC | 0.04% | No change | 230 | $56K |
| Perritt Capital Management Inc | 0.03% | No change | 227 | $55K |
| Sawyer & Company, Inc | 0.02% | No change | 222 | $54K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | Add +23.3% | 222 | $54K |
| Bradley & Co. Private Wealth Management, LLC | 0.04% | No change | 220 | $53K |
| Winch Advisory Services, LLC | 0.02% | No change | 220 | $53K |
| Unique Wealth Strategies, LLC | 0.02% | New | 208 | $52K |
| Wetzel Investment Advisors, Inc. | 0.03% | Add +1.0% | 208 | $52K |
| Hoey Investments, Inc. | 0.01% | New | 213 | $52K |
| Financial Connections Group, Inc. | 0.03% | New | 205 | $49K |
| Legacies Wealth LLC | 0.04% | No change | 200 | $48K |
| Union Savings Bank | 0.02% | No change | 196 | $47K |
| Insight Inv LLC | 0.04% | No change | 191 | $46K |
| Hanson & Doremus Investment Management | 0.01% | No change | 188 | $46K |
| New Republic Capital, LLC | 0.02% | Reduce -80.2% | 188 | $46K |
| LRI Investments, LLC | 0.01% | No change | 185 | $45K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | No change | 183 | $44K |
| PFS Partners, LLC | 0.03% | No change | 183 | $44K |
| GoalVest Advisory LLC | 0.01% | No change | 181 | $44K |
| Halpern Financial, Inc. | 0.01% | Reduce -7.7% | 180 | $44K |
| Aberdeen Wealth Management LLC | 0.03% | Add +5.3% | 178 | $43K |
| Running Point Capital Advisors, LLC | 0.02% | No change | 178 | $43K |
| Pathway Financial Advisers, LLC | 0.02% | Add +0.6% | 177 | $43K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | New | 175 | $42K |
| Goodman Advisory Group, LLC | 0.01% | No change | 165 | $40K |
| Angeles Wealth Management, LLC | 0.00% | No change | 163 | $39K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 158 | $39K |
| Main Street Group, LTD | 0.02% | No change | 160 | $38K |
| Evolution Advisers, Inc. | 0.02% | Reduce -42.8% | 155 | $37K |
| Peoples Bank | 0.03% | No change | 150 | $36K |
| Private Capital Management LLC | 0.01% | Reduce -78.4% | 149 | $36K |
| Citizens National Bank Trust Department | 0.01% | No change | 148 | $36K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +20.8% | 145 | $35K |
| Orion Capital Management LLC | 0.02% | No change | 143 | $35K |
| RFP Financial Group LLC | 0.01% | New | 141 | $34K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -23.3% | 69 | $34K |
| Blume Capital Management, Inc. | 0.01% | No change | 139 | $34K |
| Hexagon Capital Partners LLC | 0.01% | No change | 137 | $33K |
| CVA Family Office, LLC | 0.01% | Reduce -3.6% | 135 | $33K |
| ESL Trust Services, LLC | 0.01% | No change | 130 | $31K |
| ORG Partners LLC | 0.00% | New | 127 | $31K |
| Signature Resources Capital Management, LLC | 0.03% | No change | 127 | $31K |
| Abich Financial Wealth Management LLC | 0.02% | Reduce -18.7% | 122 | $30K |
| Coston, McIsaac & Partners | 0.01% | No change | 121 | $29K |
| CNB Bank | 0.01% | No change | 118 | $29K |
| Abound Wealth Management | 0.01% | Add +2.6% | 117 | $28K |
| Resources Management Corp. /CT/ | 0.00% | No change | 116 | $28K |
| FinTrust Capital Advisors, LLC | 0.01% | Add +2.7% | 113 | $27K |
| Financial Network Wealth Advisors LLC | 0.02% | New | 112 | $27K |
| AllSquare Wealth Management LLC | 0.02% | No change | 110 | $27K |
| Fairfield Financial Advisors, LTD | 0.01% | — | 109 | $26K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +5200.0% | 106 | $26K |
| Armor Investment Advisors, LLC | 0.01% | No change | 105 | $25K |
| Arlington Trust Co LLC | 0.01% | No change | 105 | $25K |
| Princeton Global Asset Management LLC | 0.01% | No change | 105 | $25K |
| Headlands Technologies LLC | 0.00% | New | 100 | $24K |
| Evensky & Katz LLC | 0.00% | Reduce -34.2% | 100 | $24K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 96 | $23K |
| Versant Capital Management, Inc | 0.01% | No change | 94 | $23K |
| PSI Advisors, LLC | 0.01% | No change | 92 | $22K |
| Tidemark, LLC | 0.01% | Add +27.5% | 88 | $21K |
| Castleview Partners, LLC | 0.01% | Reduce -2.3% | 84 | $20K |
| Kozak & Associates, Inc. | 0.00% | Add +1.3% | 79 | $19K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 80 | $19K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | No change | 75 | $19K |
| Morton Brown Family Wealth, LLC | 0.01% | Add +15.9% | 73 | $18K |
| Global Wealth Strategies & Associates | 0.01% | Reduce -6.3% | 75 | $18K |
| Gilliland Jeter Wealth Management LLC | 0.01% | No change | 70 | $17K |
| Redmont Wealth Advisors LLC | 0.03% | New | 67 | $16K |
| HighMark Wealth Management LLC | 0.01% | No change | 65 | $16K |
| SJS Investment Consulting Inc. | 0.00% | No change | 63 | $15K |
| Stuart Chaussee & Associates, Inc. | 0.00% | No change | 63 | $15K |
| WR Wealth Planners, LLC | 0.00% | Add +306.7% | 61 | $15K |
| Creekmur Asset Management LLC | 0.00% | No change | 59 | $14K |
| PFG Private Wealth Management, LLC | 0.01% | No change | 55 | $13K |
| SWS Partners | 0.00% | New | 54 | $13K |
| TruNorth Capital Management, LLC | 0.00% | New | 53 | $13K |
| Davis Capital Management | 0.01% | No change | 53 | $13K |
| WFA Asset Management Corp | 0.01% | No change | 52 | $13K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | New | 52 | $13K |
| IAG Wealth Partners, LLC | 0.00% | No change | 49 | $12K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 49 | $12K |
| Northwest Capital Management Inc | 0.00% | Reduce -60.5% | 45 | $11K |
| Christopher J. Hasenberg, Inc | 0.00% | Reduce -20.8% | 42 | $10K |
| Dunhill Financial, LLC | 0.01% | No change | 42 | $10K |
| Private Wealth Management Group, LLC | 0.00% | No change | 40 | $10K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 40 | $10K |
| Strategic Investment Solutions, Inc. | 0.00% | — | 34 | $8K |
| Jamison Private Wealth Management, Inc. | 0.00% | New | 31 | $8K |
| Investors Research Corp | 0.00% | New | 30 | $7K |
| 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% | No change | 24 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 23 | $6K |
| Ballast Advisors LLC | 0.00% | Reduce -75.8% | 23 | $6K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 22 | $5K |
| Emfo, LLC | 0.00% | No change | 22 | $5K |
| Bank & Trust Co | 0.00% | — | 20 | $5K |
| MV Capital Management, Inc. | 0.00% | No change | 18 | $4K |
| Absher Wealth Management, LLC | 0.00% | New | 17 | $4K |
| London Co. of Virginia | 0.00% | New | 15 | $4K |
| Twin City Private Wealth, LLC | 0.00% | New | 15 | $4K |
| Raleigh Capital Management Inc. | 0.00% | No change | 14 | $3K |
| Investment Research & Advisory Group, Inc. | 0.00% | Reduce -73.6% | 14 | $3K |
| Aspire Private Capital, LLC | 0.00% | No change | 13 | $3K |
| Arvest Investments, Inc. | 0.00% | No change | 12 | $3K |
| Arcadia Investment Advisors LLC | 0.00% | No change | 11 | $3K |
| MGB Wealth Management, LLC | 0.00% | No change | 10 | $2K |
| Anfield Capital Management, LLC | 0.00% | No change | 10 | $2K |
| West Branch Capital LLC | 0.00% | No change | 10 | $2K |
| Viewpoint Capital Management LLC | 0.00% | No change | 9 | $2K |
| Chesapeake Asset Management LLC | 0.00% | New | 9 | $2K |
| Strategic Financial Concepts, LLC | 0.00% | New | 232,523 | $2K |
| FSC Wealth Advisors, LLC | 0.00% | No change | 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 | $969 |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.2% | 4 | $968 |
| Semmax Financial Advisors Inc. | 0.00% | No change | 2 | $499 |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 2 | $484 |
| Triad Wealth Partners, LLC | 0.00% | New | 1 | $242 |
"% 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.