Vngrd Mrngstr MD-Cap ETF-UsdVOETF
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 1,934 institutions reported holding Vngrd Mrngstr MD-Cap ETF-Usd (VO) in their 13F filings, up 48 from Q2 2024. 105 opened new positions and 53 sold out. The largest holders were Wells Fargo & Company ($5.9B), Bank of America Corp. ($4.2B) and Jones Financial Companies LLLP ($3.8B). 7 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Vngrd Mrngstr MD-Cap ETF-Usd
- Filed as
- VANGUARD INDEX FDS (Q3 2024)
- CUSIP
- 922908629
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 105 | $445.7M |
| Exits | 53 | $19.7M |
All 13F filers, Q2 2024 → Q3 2024: 7,249,349 shares bought and 3,742,043 shares sold, net +3,507,306 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,934 holders
| Wells Fargo & Company | 1.43% | Reduce -3.5% | 22,282,694 | $5.9B |
| Bank of America Corp. | 0.37% | Add +0.4% | 16,074,068 | $4.2B |
| Jones Financial Companies LLLP | 3.91% | Add +3.1% | 14,474,418 | $3.8B |
| Creative Planning | 2.14% | Reduce -1.1% | 8,180,070 | $2.2B |
| Morgan Stanley | 0.14% | Add +0.9% | 7,371,800 | $1.9B |
| Northwestern Mutual Wealth Management Co. | 1.31% | Add +5.6% | 5,596,286 | $1.5B |
| UBS Group AG | 0.41% | Add +0.5% | 5,495,042 | $1.4B |
| Raymond James & Associates | 0.62% | Add +0.2% | 3,882,359 | $1.0B |
| Ameriprise Financial Inc. | 0.24% | Reduce -0.4% | 3,503,224 | $925.0M |
| LPL Financial LLC | 0.34% | Add +2.5% | 2,888,967 | $762.2M |
| Envestnet Asset Management Inc. | 0.24% | Reduce -0.1% | 2,811,380 | $741.7M |
| PNC Financial Services Group, Inc. | 0.40% | Reduce -0.5% | 2,370,206 | $625.3M |
| Raymond James Financial Services Advisors, Inc. | 0.79% | Reduce -1.0% | 2,250,742 | $593.8M |
| JPMorgan Chase & Co. | 0.04% | Reduce -1.7% | 2,103,612 | $555.0M |
| Natixis Advisors, LLC | 1.00% | Add +10.4% | 1,944,886 | $513.1M |
| Tiaa Trust, National Association | 1.44% | Reduce -2.7% | 1,830,474 | $482.9M |
| Royal Bank of Canada | 0.09% | Add +2.3% | 1,483,444 | $391.4M |
| Mariner, LLC | 0.63% | Add +6.5% | 1,344,922 | $354.8M |
| JMG Financial Group, Ltd. | 11.54% | Add +3.1% | 1,280,446 | $337.8M |
| Allworth Financial LP | 2.05% | Add +3.1% | 1,276,734 | $336.8M |
| Commonwealth Equity Services, LLC | 0.50% | Add +2.3% | 1,253,846 | $330.8M |
| CIBC Private Wealth Group LLC | 0.59% | Reduce -0.5% | 1,238,831 | $326.8M |
| Border to Coast Pensions Partnership Ltd | 6.28% | New | 1,169,908 | $307.8M |
| BNP Paribas Financial Markets | 0.24% | Add +23488000.0% | 939,524 | $247.9M |
| Financial Counselors Inc. | 3.25% | Add +2.2% | 832,167 | $219.6M |
| Cetera Investment Advisers | 0.44% | Add +3.7% | 755,537 | $199.3M |
| Goldman Sachs Group Inc. | 0.04% | Add +1.3% | 736,915 | $194.4M |
| Bank of New York Mellon Corp | 0.03% | Reduce -57.3% | 683,747 | $180.4M |
| Clearstead Advisors, LLC | 2.77% | Add +2.1% | 675,614 | $178.2M |
| Cerity Partners LLC | 0.39% | Add +28.2% | 675,078 | $178.1M |
| Nicholas Hoffman & Company, LLC. | 7.44% | Add +8.3% | 668,414 | $176.3M |
| HighTower Advisors, LLC | 0.25% | Reduce -1.2% | 643,030 | $169.7M |
| Beacon Pointe Advisors, LLC | 1.91% | Reduce -0.3% | 626,589 | $165.3M |
| Osaic Holdings, Inc. | 0.36% | Reduce -6.4% | 597,679 | $157.8M |
| Pathstone Holdings, LLC | 0.71% | Add +0.6% | 598,161 | $157.8M |
| Stifel Financial Corp. | 0.16% | Add +1.1% | 565,232 | $149.1M |
| Wealthspire Advisors, LLC | 1.48% | Add +2.0% | 551,127 | $145.4M |
| Moneta Group Investment Advisors LLC | 2.11% | Add +4.5% | 550,302 | $145.2M |
| Truist Financial Corp. | 0.22% | Reduce -3.8% | 534,862 | $141.1M |
| Mercer Global Advisors Inc. | 0.31% | Add +7.9% | 508,011 | $133.3M |
| First Command Advisory Services, Inc. | 1.28% | Add +3.4% | 501,273 | $132.3M |
| Baird Financial Group, Inc. | 0.25% | Reduce -6.9% | 495,797 | $130.8M |
| Bank of Montreal | 0.06% | Add +3.7% | 491,016 | $129.2M |
| MassMutual Private Wealth & Trust, FSB | 3.65% | Add +2.8% | 486,245 | $128.3M |
| Fifth Third Bancorp | 0.45% | Reduce -2.3% | 466,978 | $123.2M |
| Corient Private Wealth LP | 0.18% | Add +43.6% | 422,455 | $111.5M |
| Rockefeller Capital Management L.P. | 0.29% | Add +3.5% | 409,146 | $107.9M |
| Cullen/Frost Bankers, Inc. | 1.44% | Reduce -4.1% | 398,893 | $105.2M |
| Millburn Ridgefield LLC | 2.66% | Reduce -5.2% | 384,454 | $101.4M |
| Catalyst Capital Advisors LLC | 2.29% | Reduce -5.2% | 384,454 | $101.4M |
| Captrust Financial Advisors | 0.29% | Add +4.5% | 414,085 | $99.1M |
| Cresset Asset Management, LLC | 0.38% | Reduce -2.0% | 375,094 | $99.0M |
| Bleakley Financial Group, LLC | 2.97% | Add +0.8% | 368,854 | $97.3M |
| Janney Montgomery Scott LLC | 0.27% | Add +0.2% | 368,301 | $97.2M |
| Joel Isaacson & Co., LLC | 4.58% | Add +3.4% | 363,854 | $96.0M |
| Invictus Private Wealth, LLC | 7.58% | Add +2.0% | 363,106 | $95.8M |
| 1832 Asset Management L.P. | 0.16% | Reduce -1.9% | 358,036 | $94.5M |
| Larson Financial Group LLC | 5.36% | Reduce -5.5% | 357,381 | $94.3M |
| Financial Synergies Wealth Advisors, Inc. | 11.30% | Add +2.8% | 344,997 | $91.0M |
| FMR LLC | 0.01% | Add +3.3% | 340,923 | $89.9M |
| MML Investors Services, LLC | 0.32% | Reduce -1.2% | 337,638 | $89.1M |
| Chicago Partners Investment Group LLC | 3.14% | Add +3.3% | 331,041 | $88.0M |
| CBIZ Investment Advisory Services, LLC | 4.51% | Add +2.1% | 328,876 | $86.8M |
| Kestra Advisory Services, LLC | 0.47% | Reduce -9.9% | 323,018 | $85.2M |
| Assetmark, Inc. | 0.24% | Add +1.3% | 317,434 | $83.7M |
| Manufacturers Life Insurance Company, The | 0.07% | Reduce -6.9% | 311,586 | $82.2M |
| Morningstar Investment Services LLC | 0.84% | Reduce -3.1% | 312,222 | $82.2M |
| Trustmark Bank Trust Department | 6.04% | Add +5.7% | 303,094 | $80.0M |
| Cambridge Investment Research Advisors, Inc. | 0.25% | Reduce -3.0% | 280,211 | $73.9M |
| Equitable Holdings, Inc. | 0.69% | Add +7.7% | 270,116 | $71.3M |
| CENTRAL TRUST Co | 1.66% | Reduce -1.6% | 268,421 | $70.8M |
| Nadler Financial Group, Inc. | 7.67% | Add +1.0% | 263,775 | $69.6M |
| Smithfield Trust Co | 3.40% | Reduce -3.6% | 263,245 | $69.5M |
| National Philanthropic Trust | 1.26% | Add +25.1% | 263,203 | $69.4M |
| Oppenheimer Asset Management Inc. | 0.82% | Reduce -1.7% | 257,617 | $68.0M |
| Coldstream Capital Management Inc. | 1.47% | Add +4.5% | 257,049 | $67.9M |
| Pittenger & Anderson Inc. | 2.51% | Add +2.7% | 254,376 | $67.1M |
| Axxcess Wealth Management, LLC | 1.69% | Add +1.4% | 253,180 | $66.8M |
| Capital Asset Advisory Services LLC | 3.11% | Add +1.6% | 236,431 | $62.1M |
| American Trust | 5.11% | Reduce -8.0% | 234,768 | $61.9M |
| NewEdge Advisors, LLC | 0.39% | Add +2.6% | 230,352 | $60.8M |
| Northwest Quadrant Wealth Management, LLC | 13.73% | Add +0.4% | 225,847 | $59.6M |
| Peapack Gladstone Financial Corp. | 0.84% | Add +0.9% | 219,812 | $58.0M |
| Private Advisor Group, LLC | 0.35% | Reduce -1.8% | 210,808 | $55.6M |
| Connecticut Wealth Management, LLC | 2.58% | Reduce -0.1% | 202,256 | $53.4M |
| Focus Partners Wealth | 0.17% | Add +847.1% | 603,854 | $52.9M |
| PDS Planning, Inc | 4.72% | Add +426.0% | 199,411 | $52.6M |
| Schneider Downs Wealth Management Advisors, LP | 10.72% | Add +4.3% | 198,552 | $52.4M |
| SilverOak Wealth Management LLC | 11.63% | Add +1.7% | 196,457 | $51.8M |
| New York Life Investment Management LLC | 0.50% | Add +8.3% | 195,844 | $51.6M |
| Comerica Bank | 0.20% | Reduce -2.6% | 194,145 | $51.2M |
| Venture Visionary Partners LLC | 2.26% | Add +2.0% | 193,303 | $51.0M |
| Citizens Financial Group Inc. | 0.96% | Add +13.3% | 181,078 | $47.8M |
| Bessemer Group Inc. | 0.08% | Add +1.3% | 176,627 | $46.6M |
| Fulcrum Capital LLC | 10.13% | Add +2.4% | 176,325 | $46.5M |
| Sanctuary Advisors, LLC | 0.29% | Add +3.5% | 161,649 | $45.6M |
| Leavell Investment Management, Inc. | 2.27% | Add +4.6% | 172,560 | $45.5M |
| Arkansas Financial Group, Inc. | 7.33% | Reduce -0.9% | 169,672 | $44.8M |
| NewEdge Wealth, LLC | 0.80% | Add +5.2% | 166,959 | $44.0M |
| Mesirow Financial Investment Management, Inc. | 0.84% | Add +101.7% | 164,660 | $43.4M |
| TCV Trust & Wealth Management, Inc. | 3.79% | Reduce -0.2% | 160,446 | $42.3M |
| BOK Financial Private Wealth, Inc. | 3.06% | Reduce -4.3% | 160,108 | $42.2M |
| New Hampshire Trust | 9.00% | Add +0.7% | 159,242 | $42.0M |
| Riverpoint Wealth Management Holdings, LLC | 10.75% | Add +0.6% | 158,929 | $41.9M |
| CX Institutional | 1.73% | Add +4.8% | 148,035 | $39.1M |
| Bear Mountain Capital, Inc. | 15.26% | Reduce -0.0% | 144,302 | $38.7M |
| Steward Partners Investment Advisory, LLC | 0.35% | Add +14.0% | 144,520 | $38.1M |
| GenTrust, LLC | 1.87% | Reduce -9.5% | 144,483 | $38.1M |
| Ellevest, Inc. | 2.09% | Add +2.8% | 143,279 | $37.8M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +2.6% | 142,710 | $37.7M |
| Regions Financial Corp. | 0.27% | Add +0.4% | 140,762 | $37.1M |
| Heartwood Wealth Advisors LLC | 4.08% | Add +0.7% | 139,656 | $36.8M |
| Kestra Investment Management, LLC | 1.56% | Add +154.1% | 138,061 | $36.4M |
| US Bancorp \de | 0.05% | Reduce -19.1% | 136,848 | $36.1M |
| Stephens Consulting, LLC | 9.16% | Add +1.3% | 135,362 | $35.7M |
| Associated Banc-Corp | 1.02% | Add +6.1% | 131,036 | $34.6M |
| Ballast, Inc. | 9.79% | Add +1.3% | 130,768 | $34.5M |
| Marquette Asset Management, LLC | 5.43% | Reduce -0.2% | 129,811 | $34.2M |
| Perkins Coie Trust Co | 7.52% | Add +0.9% | 128,498 | $33.9M |
| Dechtman Wealth Management, LLC | 6.93% | Add +22.9% | 128,420 | $33.9M |
| Cutler Investment Counsel LLC | 4.21% | Add +12.8% | 126,623 | $33.4M |
| Pine Ridge Advisers LLC | 3.27% | Add +0.2% | 124,362 | $32.8M |
| Wealthquest Corp | 2.84% | Add +11.3% | 123,046 | $32.3M |
| TL Private Wealth | 14.41% | Reduce -1.1% | 123,011 | $32.2M |
| Agf Management Ltd. | 0.16% | Add +1.2% | 120,540 | $31.8M |
| Fidato Wealth LLC | 25.54% | Add +1.0% | 120,527 | $31.8M |
| Performa Ltd (US), LLC | 11.75% | Add +15.5% | 119,905 | $31.6M |
| BCK Partners, Inc. | 15.09% | Add +0.9% | 119,881 | $31.6M |
| Glenmede Trust Co. NA | 0.15% | Add +0.8% | 119,692 | $31.6M |
| BLB&B Advisors, LLC | 1.61% | Reduce -0.9% | 119,610 | $31.6M |
| Stephens Inc. | 0.45% | Add +55.1% | 119,337 | $31.5M |
| Lwmg, LLC | 5.90% | Add +6.0% | 117,614 | $31.0M |
| Conrad Siegel Investment Advisors, Inc. | 8.31% | Reduce -0.1% | 116,596 | $30.8M |
| Arrow Financial Corp | 2.83% | Reduce -3.9% | 116,099 | $30.6M |
| SP Asset Management LLC | 2.46% | Add +0.4% | 112,192 | $29.6M |
| Blankinship & Foster, LLC | 7.23% | Add +0.7% | 112,125 | $29.6M |
| &partners | 0.57% | Add +41.7% | 112,127 | $29.5M |
| DT Investment Partners, LLC | 2.40% | Add +4.6% | 112,003 | $29.5M |
| First Manhattan Co. Llc. | 0.09% | Reduce -3.2% | 108,795 | $28.7M |
| Arax Advisory Partners | 2.56% | Reduce -0.4% | 108,452 | $28.6M |
| Avantax Advisory Services, Inc. | 0.19% | Add +8.4% | 107,620 | $28.4M |
| Thrivent Financial for Lutherans | 0.05% | Add +41.5% | 106,578 | $28.1M |
| Phillips Financial Management, LLC | 2.17% | Reduce -3.3% | 106,230 | $28.0M |
| Ashton Thomas Private Wealth, LLC | 1.48% | Add +1.6% | 105,312 | $27.8M |
| Northern Trust Corp. | 0.00% | Add +5.8% | 104,802 | $27.6M |
| Bouchey Financial Group, Ltd. | 2.43% | Add +5.4% | 103,151 | $27.2M |
| Whittier Trust Co. | 0.36% | Reduce -0.4% | 102,106 | $26.9M |
| Integrated Wealth Concepts LLC | 0.33% | Add +15.0% | 102,061 | $26.9M |
| Blair William & Co. | 0.08% | Add +6.2% | 101,851 | $26.9M |
| Cranbrook Wealth Management, LLC | 6.10% | Reduce -1.3% | 101,363 | $26.7M |
| Fiducient Advisors LLC | 3.02% | Reduce -10.9% | 99,257 | $26.2M |
| Axiom Financial Strategies, LLC | 13.68% | Reduce -0.1% | 98,214 | $25.9M |
| World Investment Advisors | 0.81% | Add +759.6% | 97,694 | $25.8M |
| Pure Financial Advisors, LLC | 0.61% | Reduce -1.2% | 96,432 | $25.4M |
| Raymond James Trust N.A. | 0.55% | Add +10.1% | 95,384 | $25.2M |
| St Germain D J Co. Inc. | 1.16% | Reduce -0.6% | 95,309 | $25.1M |
| Searcy Financial Services Inc. | 11.77% | Add +1.4% | 95,071 | $25.1M |
| AMG National Trust Bank | 0.68% | Reduce -13.3% | 94,523 | $24.9M |
| Enclave Advisors LLC | 4.22% | — | 94,452 | $24.9M |
| ProVise Management Group, LLC | 1.97% | Add +4.3% | 94,391 | $24.9M |
| Wesbanco Bank Inc. | 0.84% | Add +8.5% | 94,298 | $24.9M |
| Nicolet Advisory Services, LLC | 2.34% | Reduce -1.2% | 94,734 | $24.8M |
| American Financial Advisors, LLC | 3.36% | Reduce -1.4% | 93,169 | $24.6M |
| Condor Capital Management | 2.20% | Add +0.2% | 92,475 | $24.4M |
| HB Wealth Management, LLC | 0.26% | Reduce -2.8% | 91,824 | $24.2M |
| Atria Wealth Solutions, Inc. | 0.26% | Reduce -1.7% | 91,573 | $24.2M |
| OneDigital Investment Advisors LLC | 0.28% | Add +166.5% | 91,348 | $24.1M |
| MAI Capital Management | 0.23% | Add +2.6% | 91,063 | $24.0M |
| SOL Capital Management CO | 2.65% | Add +0.2% | 90,483 | $23.9M |
| Full Sail Capital, LLC | 1.51% | Reduce -1.3% | 89,428 | $23.6M |
| Woodmont Investment Counsel LLC | 1.77% | Add +0.2% | 89,055 | $23.5M |
| Glenview Trust Co | 0.45% | Add +5.7% | 88,041 | $23.2M |
| Whittier Trust Co. of Nevada Inc. | 0.60% | Add +0.2% | 88,018 | $23.2M |
| Empower Advisory Group, LLC | 0.08% | Reduce -1.0% | 87,933 | $23.2M |
| Country Trust Bank | 0.56% | Reduce -0.4% | 86,995 | $23.0M |
| GeoWealth Management, LLC | 0.81% | Add +26.4% | 86,654 | $22.9M |
| Simmons Bank | 1.64% | Add +0.3% | 85,971 | $22.7M |
| Concourse Financial Group Securities, Inc. | 1.34% | Reduce -4.9% | 85,155 | $22.5M |
| Round Rock Advisors LLC | 5.20% | Reduce -0.6% | 84,283 | $22.2M |
| Wolff Financial Management LLC | 6.02% | New | 84,004 | $22.2M |
| McClarren Financial Advisors, Inc. | 2.77% | Reduce -0.0% | 32,918 | $22.0M |
| Wooster Corthell Wealth Management, Inc. | 4.69% | Add +0.8% | 83,309 | $22.0M |
| Pathway Financial Advisors LLC | 5.63% | Add +5.9% | 83,217 | $22.0M |
| FIDELIS iM, LLC | 9.80% | Reduce -0.3% | 81,910 | $21.6M |
| Brown Advisory Inc. | 0.03% | Reduce -0.5% | 81,445 | $21.5M |
| Founders Financial Securities LLC | 1.95% | Reduce -0.1% | 80,157 | $21.1M |
| SigFig Wealth Management, LLC | 0.76% | Add +1636.5% | 79,724 | $21.0M |
| Horizon Investments, LLC | 0.55% | Add +2.2% | 78,346 | $20.7M |
| Transamerica Financial Advisors, LLC | 2.00% | Reduce -3.5% | 77,894 | $20.6M |
| McIlrath & Eck, LLC | 2.62% | Add +6.9% | 76,964 | $20.3M |
| Stratos Wealth Advisors, LLC | 0.93% | Add +19.9% | 76,898 | $20.3M |
| Prudent Investors Network, Inc. | 6.13% | Add +23.1% | 75,758 | $20.0M |
| Marietta Wealth Management, LLC | 2.89% | Add +4.1% | 75,437 | $19.9M |
| Retirement Financial Solutions, LLC | 8.58% | Add +1.9% | 74,232 | $19.6M |
| Prio Wealth Limited Partnership | 0.56% | Add +2.2% | 72,787 | $19.2M |
| Berkshire Asset Management LLC | 0.96% | No change | 77,849 | $18.8M |
| Whitegate Investment Counselors, Inc. | 4.99% | Reduce -0.4% | 71,265 | $18.8M |
| Mason & Associates, LLC | 5.65% | Add +2.6% | 69,979 | $18.5M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Reduce -0.9% | 69,636 | $18.4M |
| Heritage Investors Management Corp. | 0.61% | Reduce -2.8% | 69,531 | $18.3M |
| Lido Advisors, LLC | 0.14% | Reduce -0.6% | 69,150 | $18.2M |
| Exencial Wealth Advisors, LLC | 0.65% | Reduce -2.8% | 68,927 | $18.2M |
| Cadence Bank | 1.25% | Add +4.3% | 68,637 | $18.1M |
| First Horizon Advisors, Inc. | 0.50% | Reduce -0.9% | 68,479 | $18.1M |
| Tectonic Advisors LLC | 1.19% | Add +5.1% | 68,422 | $18.1M |
| Praetorian Wealth Management, Inc. | 4.48% | Reduce -0.5% | 68,194 | $18.0M |
| Salem Investment Counselors Inc. | 0.54% | Reduce -0.2% | 68,033 | $17.9M |
| Bokf, NA | 0.32% | Add +0.3% | 68,584 | $17.9M |
| Wealthspire Retirement, LLC | 1.45% | Reduce -6.2% | 67,833 | $17.9M |
| Baltimore-Washington Financial Advisors, Inc. | 0.96% | Add +3.3% | 67,116 | $17.7M |
| Pinnacle Financial Partners Inc | 0.35% | Reduce -0.0% | 66,169 | $17.5M |
| Northeast Investment Management | 0.77% | Reduce -0.8% | 65,463 | $17.3M |
| Advantage Trust Co | 11.70% | Add +1.2% | 65,295 | $17.2M |
| Von Berge Wealth Management Group, LLC | 10.57% | Reduce -3.9% | 62,436 | $17.1M |
| Sage Rhino Capital LLC | 3.77% | Add +0.2% | 64,594 | $17.0M |
| Ballentine Partners, LLC | 0.29% | Add +0.2% | 64,114 | $16.9M |
| Trust Co of the South | 3.58% | Add +9.6% | 64,078 | $16.9M |
| Annapolis Financial Services, LLC | 4.97% | Add +5.8% | 63,607 | $16.8M |
| Staley Capital Advisers Inc. | 0.74% | Add +2.6% | 62,845 | $16.6M |
| Twele Capital Management, Inc. | 3.47% | Reduce -0.1% | 62,619 | $16.5M |
| Mitchell McLeod Pugh & Williams Inc. | 3.45% | Add +10.7% | 62,578 | $16.5M |
| Great Valley Advisor Group, Inc. | 0.40% | Add +10.4% | 62,342 | $16.4M |
| Grey Fox Wealth Advisors, LLC | 4.56% | Add +23.4% | 62,040 | $16.4M |
| Patriot Investment Management Group, Inc. | 1.20% | Reduce -0.6% | 61,832 | $16.3M |
| Veracity Capital LLC | 6.22% | Add +3.7% | 61,640 | $16.3M |
| Crane Advisory, LLC | 2.94% | Add +1.3% | 61,893 | $16.3M |
| AJ Advisors, LLC | 8.29% | Add +2.0% | 61,267 | $16.2M |
| Tarbox Family Office, Inc. | 2.64% | Add +0.3% | 61,058 | $16.1M |
| Montag A & Associates Inc. | 0.76% | Reduce -0.2% | 60,812 | $16.0M |
| Marshall Financial Group Inc. | 4.83% | Add +4.0% | 60,619 | $16.0M |
| Advisory Services & Investments, LLC | 10.87% | Reduce -1.2% | 60,532 | $16.0M |
| Riverview Capital Advisers, LLC | 4.90% | Reduce -0.3% | 60,288 | $15.9M |
| Nations Financial Group Inc, /Ia/ | 1.15% | Add +1.8% | 60,056 | $15.8M |
| TrueWealth Financial Partners | 9.40% | Reduce -3.5% | 59,182 | $15.6M |
| Choreo, LLC | 0.23% | Add +21.7% | 58,434 | $15.3M |
| Zhang Financial LLC | 0.97% | Add +2.0% | 58,103 | $15.3M |
| NORTHSTAR ASSET MANAGEMENT Co | 3.51% | Reduce -0.7% | 58,074 | $15.3M |
| Summit Financial, LLC | 0.60% | Add +23.1% | 57,602 | $15.2M |
| Intrust Bank NA | 1.51% | Reduce -1.2% | 57,205 | $15.1M |
| Frisch Financial Group, Inc. | 4.53% | Reduce -0.5% | 57,123 | $15.1M |
| Avidian Wealth Enterprises, LLC | 0.68% | Reduce -4.1% | 56,771 | $15.0M |
| Fidelis Capital Partners, LLC | 1.78% | Add +1.4% | 56,048 | $14.9M |
| Johnson Bixby & Associates, LLC | 2.27% | Reduce -3.0% | 56,449 | $14.9M |
| Sierra Capital LLC | 1.77% | Reduce -1.9% | 56,256 | $14.8M |
| Oppenheimer & Co. Inc. | 0.23% | Reduce -10.9% | 55,978 | $14.8M |
| D.A. Davidson & Co. | 0.12% | Reduce -5.1% | 55,888 | $14.7M |
| Investments & Financial Planning, LLC | 9.34% | Add +2.1% | 55,878 | $14.7M |
| Parallel Advisors, LLC | 0.35% | Add +0.9% | 55,731 | $14.7M |
| Meridian Management Co. | 3.57% | Reduce -3.7% | 53,269 | $14.1M |
| Benjamin Edwards Inc. | 0.20% | New | 53,199 | $14.0M |
| Roof Eidam Maycock Peralta, LLC | 3.55% | Reduce -0.6% | 52,956 | $14.0M |
| Fee-Only Financial Planning, L.C. | 8.93% | Add +0.0% | 52,842 | $13.9M |
| Kiely Wealth Advisory Group, Inc. | 8.77% | Reduce -4.0% | 49,910 | $13.8M |
| Legend Financial Advisors, Inc. | 9.49% | Add +1.6% | 52,086 | $13.7M |
| Geller Advisors LLC | 0.95% | Add +1.8% | 52,086 | $13.7M |
| Core Wealth Advisors, Inc. | 4.39% | Add +1.2% | 51,834 | $13.7M |
| Alliancebernstein L.P. | 0.00% | Add +2.1% | 51,635 | $13.6M |
| Iron Horse Wealth Management, LLC | 4.64% | Add +4.7% | 51,439 | $13.6M |
| Wedmont Private Capital | 0.77% | Add +28.3% | 51,785 | $13.6M |
| Consilio Wealth Advisors, LLC | 5.57% | Reduce -0.8% | 51,184 | $13.5M |
| US Financial Advisors, LLC | 4.19% | Add +2.4% | 51,036 | $13.5M |
| Merit Financial Group, LLC | 0.30% | Add +7.5% | 50,606 | $13.4M |
| Ruggaard & Associates LLC | 5.81% | Add +0.1% | 50,584 | $13.3M |
| McAdam, LLC | 0.75% | Add +2996.3% | 50,501 | $13.3M |
| Cordgrass Capital Advisors, LLC | 3.84% | Add +6.6% | 50,163 | $13.2M |
| Graypoint LLC | 0.85% | Reduce -0.0% | 50,048 | $13.2M |
| Carnegie Investment Counsel | 0.39% | Reduce -1.6% | 50,008 | $13.2M |
| Jackson, Grant Investment Advisers, Inc. | 4.92% | Add +0.9% | 49,912 | $13.2M |
| Dynamic Advisor Solutions LLC | 0.39% | Reduce -2.2% | 49,619 | $13.1M |
| DORVAL Corp | 5.37% | Add +0.9% | 50,630 | $13.1M |
| Brand Asset Management Group, Inc. | 5.04% | Reduce -2.3% | 48,837 | $12.9M |
| Whelan Financial | 5.26% | Add +0.3% | 48,436 | $12.8M |
| Hillman Co. | 5.56% | No change | 48,319 | $12.7M |
| Capital Planning LLC | 3.57% | Add +0.6% | 48,232 | $12.7M |
| TD Private Client Wealth LLC | 0.37% | Reduce -3.4% | 48,224 | $12.7M |
| Gemmer Asset Management LLC | 1.27% | Add +0.5% | 48,220 | $12.7M |
| Scott Capital Advisors, LLC | 3.60% | Add +0.8% | 48,051 | $12.7M |
| Apella Capital, LLC | 0.52% | Add +28.0% | 48,163 | $12.6M |
| jvl associates llc | 4.87% | Reduce -0.4% | 47,836 | $12.6M |
| Stratos Wealth Partners, LTD. | 0.18% | Add +2.4% | 47,682 | $12.6M |
| Caprock Group, LLC | 0.45% | Add +1.2% | 46,628 | $12.3M |
| Bridges Investment Management Inc. | 0.17% | Add +0.2% | 46,468 | $12.3M |
| TriaGen Wealth Management LLC | 4.10% | Add +4.8% | 46,462 | $12.3M |
| Manchester Capital Management LLC | 1.43% | Reduce -1.3% | 46,233 | $12.2M |
| First National Corp. /Ma/ | 2.70% | Reduce -2.8% | 46,027 | $12.1M |
| McNaughton Wealth Management, LLC | 5.91% | Add +2.5% | 45,985 | $12.1M |
| Savant Capital, LLC | 0.10% | Add +50.0% | 45,555 | $12.0M |
| Roundview Capital LLC | 0.87% | Add +40.1% | 45,362 | $12.0M |
| Sandy Cove Advisors, LLC | 4.88% | Add +5.3% | 45,328 | $12.0M |
| LBMC Investment Advisors, LLC | 0.93% | Reduce -2.1% | 44,733 | $11.8M |
| Synovus Financial Corp. | 0.14% | Add +103.2% | 44,650 | $11.8M |
| Cook Wealth, LLC | 5.88% | Add +7.9% | 43,980 | $11.7M |
| Asset Management Group, Inc. | 1.65% | Add +8.8% | 44,250 | $11.7M |
| Black Diamond Financial, LLC | 1.98% | Add +0.1% | 44,160 | $11.7M |
| Ameritas Advisory Services, LLC | 0.50% | Reduce -21.6% | 44,017 | $11.6M |
| Custos Family Office, LLC | 4.18% | Add +10.3% | 43,757 | $11.5M |
| EnRich Financial Partners LLC | 3.85% | Add +5.8% | 43,648 | $11.5M |
| Vanguard Group Inc. | 0.00% | Add +8.9% | 43,133 | $11.4M |
| Ironsides Asset Advisors, LLC | 3.31% | Add +0.7% | 43,087 | $11.4M |
| Principal Securities, Inc. | 0.27% | Add +0.6% | 43,032 | $11.4M |
| Bank of New Hampshire | 2.84% | Reduce -2.7% | 42,944 | $11.3M |
| Concurrent Investment Advisors, LLC | 0.34% | Add +33.5% | 42,916 | $11.3M |
| Arkos Global Advisors | 1.64% | Reduce -0.8% | 42,860 | $11.3M |
| Red Wave Investments LLC | 3.93% | Reduce -2.3% | 42,708 | $11.3M |
| KMG Fiduciary Partners, LLC | 0.97% | Reduce -4.2% | 42,708 | $11.3M |
| Anderson Hoagland & Co. | 1.15% | Reduce -2.7% | 42,665 | $11.3M |
| Lowe Brockenbrough & Co. Inc. | 0.72% | Add +0.7% | 42,624 | $11.2M |
| Somnio Financial Group, LLC | 9.16% | Add +1.3% | 42,542 | $11.2M |
| Ancora Advisors LLC | 0.25% | Add +1.1% | 42,242 | $11.1M |
| Rossmore Private Capital | 1.36% | Add +2.2% | 41,812 | $11.0M |
| Franklin Resources Inc. | 0.00% | Add +1.1% | 40,759 | $11.0M |
| James J. Burns & Company, LLC | 1.97% | Add +10.6% | 41,176 | $10.9M |
| Avion Wealth | 2.84% | Add +0.4% | 41,089 | $10.8M |
| Aries Wealth Management | 2.97% | Reduce -0.9% | 40,982 | $10.8M |
| B. Riley Wealth Advisors, Inc. | 0.30% | Reduce -13.8% | 41,131 | $10.8M |
| Noble Family Wealth, LLC | 2.90% | Reduce -9.4% | 40,913 | $10.8M |
| Sepio Capital, LP | 0.84% | Add +5.3% | 40,887 | $10.8M |
| Wealthcare Advisory Partners LLC | 0.30% | Reduce -2.0% | 40,565 | $10.7M |
| Swisher Financial Concepts, Inc. | 6.74% | Add +43.2% | 43,253 | $10.7M |
| Gratus Wealth Advisors, LLC | 1.74% | Add +0.9% | 40,819 | $10.7M |
| Sebold Capital Management, Inc. | 6.98% | Reduce -2.8% | 40,137 | $10.6M |
| Commerce Bank | 0.06% | Add +15.2% | 39,760 | $10.5M |
| New Insight Wealth Advisors | 5.52% | Add +6.7% | 39,753 | $10.5M |
| Aspire Capital Advisors LLC | 3.12% | Add +2.3% | 39,688 | $10.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.24% | Reduce -13.8% | 39,491 | $10.4M |
| ForthRight Wealth Management, LLC | 3.46% | Add +6.1% | 39,372 | $10.4M |
| JDM Financial Group LLC | 5.62% | Add +10.6% | 39,183 | $10.3M |
| Canandaigua National Bank & Trust Co. | 0.97% | Reduce -1.0% | 38,538 | $10.2M |
| David Kennon Inc | 4.00% | Add +1.0% | 38,486 | $10.2M |
| Betterment LLC | 0.02% | Add +68.8% | 38,339 | $10.1M |
| BTG Pactual Asset Management US LLC | 1.47% | New | 38,286 | $10.1M |
| Sfm, LLC | 7.53% | Reduce -0.8% | 38,101 | $10.1M |
| CRA Financial Services, LLC | 1.84% | Add +9.7% | 38,100 | $10.1M |
| Pinnacle Associates Ltd. | 0.17% | Reduce -0.8% | 42,814 | $10.0M |
| Platte River Wealth Advisors, LLC | 2.61% | Reduce -6.9% | 36,875 | $9.7M |
| Ameraudi Asset Management, Inc. | 4.42% | Reduce -6.2% | 36,743 | $9.7M |
| Drive Wealth Management, LLC | 2.51% | Add +3.3% | 36,557 | $9.6M |
| Financial Futures Ltd Liability Co. | 5.50% | Reduce -0.7% | 36,380 | $9.6M |
| Traction Financial Partners, LLC | 7.52% | Reduce -16.7% | 36,348 | $9.6M |
| Private Advisory Group LLC | 1.21% | Add +2.2% | 36,266 | $9.6M |
| Towerpoint Wealth, LLC | 4.53% | Add +5.4% | 36,229 | $9.6M |
| 4Thought Financial Group Inc. | 5.87% | Add +0.1% | 36,064 | $9.5M |
| Gray Wealth Management Inc. | 3.75% | Add +2.7% | 35,985 | $9.5M |
| Americana Partners, LLC | 0.64% | Add +1153.3% | 35,795 | $9.4M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 3.67% | Reduce -1.8% | 35,654 | $9.4M |
| Global Retirement Partners, LLC | 0.28% | Reduce -4.5% | 35,616 | $9.4M |
| Avior Wealth Management, LLC | 0.37% | Add +3.9% | 37,557 | $9.4M |
| Curi Capital, LLC | 0.21% | Reduce -2.2% | 35,436 | $9.3M |
| Horizons Wealth Management | 7.24% | Reduce -2.1% | 35,431 | $9.3M |
| Waverly Advisors, LLC | 0.17% | Add +3.2% | 35,361 | $9.3M |
| Smith & Howard Wealth Management, LLC | 2.62% | Add +1.5% | 35,320 | $9.3M |
| Bernardo Wealth Planning LLC | 2.26% | Add +48.2% | 34,562 | $9.3M |
| Bailard, Inc. | 0.24% | No change | 35,182 | $9.3M |
| Houlihan Financial Resource Group, Ltd. | 3.83% | New | 35,100 | $9.3M |
| Beacon Financial Strategies CORP | 6.28% | Reduce -1.1% | 34,934 | $9.2M |
| J.W. Cole Advisors, Inc. | 0.39% | Reduce -0.8% | 34,810 | $9.2M |
| Prospera Financial Services Inc | 0.23% | Reduce -1.8% | 34,642 | $9.1M |
| TD Capital Management LLC | 0.91% | Reduce -0.1% | 34,603 | $9.1M |
| First National Bank Sioux Falls | 4.13% | Add +18.0% | 34,412 | $9.1M |
| Texas Yale Capital Corp. | 0.39% | Add +0.9% | 34,114 | $9.0M |
| Cozad Asset Management Inc. | 0.86% | Add +4.8% | 34,076 | $9.0M |
| Texas Capital Bank Wealth Management Services Inc | 0.88% | Add +16.9% | 33,878 | $8.9M |
| Sage Financial Group Inc. | 0.73% | Add +0.3% | 33,834 | $8.9M |
| Daymark Wealth Partners, LLC | 0.38% | Add +2.4% | 33,829 | $8.9M |
| Kestra Private Wealth Services, LLC | 0.16% | Add +19.6% | 33,824 | $8.9M |
| Manning & Napier Advisors LLC | 0.10% | Add +1.7% | 33,745 | $8.9M |
| Almanack Investment Partners, LLC. | 1.39% | Add +5.0% | 33,638 | $8.9M |
| Wheelhouse Advisory Group LLC | 5.69% | Add +5.1% | 33,501 | $8.8M |
| F/m Investments LLC | 0.28% | Add +3.0% | 33,544 | $8.8M |
| Prime Capital Investment Advisors, LLC | 0.13% | Reduce -4.4% | 33,332 | $8.8M |
| Valmark Advisers, Inc. | 0.14% | Add +0.8% | 33,158 | $8.7M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.86% | Reduce -1.1% | 33,076 | $8.7M |
| Zuckerman Investment Group, LLC | 0.90% | Add +2.3% | 33,048 | $8.7M |
| Prosperitas Financial LLC | 4.64% | Add +5.6% | 32,679 | $8.6M |
| First Bancorp, Inc | 5.98% | Reduce -0.7% | 32,606 | $8.6M |
| Citigroup Inc. | 0.01% | Add +69.3% | 32,591 | $8.6M |
| Bradley Foster & Sargent Inc. | 0.14% | Reduce -1.1% | 32,208 | $8.5M |
| Elevation Wealth Partners, LLC | 3.65% | Add +2.7% | 32,201 | $8.5M |
| Cornerstone Advisory, LLC | 1.12% | Add +11.4% | 32,196 | $8.5M |
| Sand Hill Global Advisors, LLC | 0.36% | Reduce -0.0% | 32,121 | $8.5M |
| Verus Financial Partners, Inc. | 0.93% | Reduce -0.7% | 32,217 | $8.5M |
| Evermay Wealth Management LLC | 1.36% | Reduce -0.4% | 32,025 | $8.4M |
| Acropolis Investment Management, LLC | 0.50% | Reduce -8.5% | 31,938 | $8.4M |
| O'Connor Financial Group LLC | 4.43% | Add +3.9% | 31,932 | $8.4M |
| NorthCoast Asset Management LLC | 0.06% | Add +36.6% | 37,698 | $8.4M |
| Meridian Wealth Advisors, LLC | 1.41% | Add +13.8% | 31,862 | $8.4M |
| Goldstone Financial Group, LLC | 1.46% | Add +13.6% | 31,778 | $8.4M |
| AE Wealth Management LLC | 0.08% | Reduce -6.6% | 31,612 | $8.3M |
| Kingsview Wealth Management, LLC | 0.17% | Add +2.2% | 31,428 | $8.3M |
| Principle Wealth Partners LLC | 0.59% | Add +1.8% | 31,388 | $8.3M |
| Fortitude Family Office, LLC | 3.27% | Add +7.0% | 31,271 | $8.3M |
| Qube Research & Technologies Ltd | 0.02% | Add +106.4% | 31,185 | $8.2M |
| Addis & Hill, Inc | 6.30% | Reduce -0.2% | 31,157 | $8.2M |
| Capital Investment Advisory Services, LLC | 0.78% | Reduce -0.7% | 31,095 | $8.2M |
| Diversify Wealth Management, LLC | 0.79% | Add +6.1% | 30,720 | $8.2M |
| RKL Wealth Management LLC | 0.74% | Reduce -5.4% | 30,866 | $8.1M |
| Family Investment Center, Inc. | 2.04% | Reduce -2.7% | 30,759 | $8.1M |
| Financial Management Professionals, Inc. | 1.00% | Reduce -0.2% | 30,540 | $8.1M |
| CoreCap Advisors, LLC | 0.38% | New | 30,478 | $8.0M |
| Waller Financial Planning Group, Inc. | 1.99% | Reduce -1.3% | 30,425 | $8.0M |
| Retirement Planning Group, LLC | 0.44% | Add +135.0% | 30,337 | $8.0M |
| Keybank National Association | 0.03% | Reduce -10.1% | 30,207 | $8.0M |
| FLC Capital Advisors | 1.83% | Add +1.2% | 30,010 | $7.9M |
| Kathleen S. Wright Associates Inc. | 3.25% | Add +8.7% | 29,823 | $7.9M |
| Optas, LLC | 1.80% | Add +2.2% | 29,702 | $7.8M |
| 1900 Wealth Management LLC | 0.67% | Add +0.6% | 29,631 | $7.8M |
| Dakota Wealth Management | 0.18% | Reduce -2.0% | 29,588 | $7.8M |
| Nikulski Financial, Inc. | 2.33% | Add +0.2% | 29,540 | $7.8M |
| Warner Financial, Inc. | 3.45% | Add +3.8% | 29,466 | $7.8M |
| Caldwell Trust Co | 0.82% | Reduce -4.1% | 29,445 | $7.8M |
| Visionary Wealth Advisors | 0.47% | Reduce -0.5% | 29,400 | $7.8M |
| M&T Bank Corp | 0.03% | Add +2.0% | 29,348 | $7.7M |
| Headinvest, LLC | 1.42% | Reduce -1.7% | 29,049 | $7.7M |
| Buck Wealth Strategies, LLC | 2.41% | Reduce -4.3% | 29,001 | $7.7M |
| Gill Capital Partners, LLC | 2.74% | Add +5.1% | 28,967 | $7.6M |
| Howe & Rusling Inc. | 0.66% | Add +11.7% | 28,961 | $7.6M |
| Crestwood Advisors Group, LLC | 0.15% | Reduce -2.3% | 28,911 | $7.6M |
| EP Wealth Advisors, LLC | 0.07% | Add +10.3% | 28,790 | $7.6M |
| Principal Financial Group Inc. | 0.00% | Reduce -51.4% | 28,537 | $7.5M |
| Chesley Taft & Associates LLC | 0.35% | Add +1.1% | 28,206 | $7.4M |
| Wescott Financial Advisory Group, LLC | 0.80% | Reduce -5.6% | 28,155 | $7.4M |
| Quest Investment Management LLC | 0.87% | Reduce -1.1% | 28,147 | $7.4M |
| TruWealth Advisors, LLC | 0.45% | Reduce -0.0% | 28,120 | $7.4M |
| Beirne Wealth Consulting Services, LLC | 2.59% | Add +26.9% | 28,002 | $7.4M |
| MorganRosel Wealth Management, LLC | 2.41% | Add +0.5% | 27,700 | $7.3M |
| Cary Street Partners Investment Advisory LLC | 0.27% | Add +5.7% | 27,490 | $7.3M |
| XML Financial, LLC | 0.67% | Add +2.9% | 27,436 | $7.2M |
| Elwood & Goetz Wealth Advisory Group, LLC | 1.79% | Add +2.0% | 27,412 | $7.2M |
| JNBA Financial Advisors | 0.73% | Reduce -8.8% | 27,410 | $7.2M |
| Prudential Financial Inc. | 0.01% | Add +51.8% | 27,086 | $7.1M |
| Blackston Financial Advisory Group, LLC | 3.68% | New | 27,006 | $7.1M |
| Integrated Advisors Network LLC | 0.34% | Reduce -0.0% | 26,965 | $7.1M |
| Cedrus LLC | 2.63% | Add +45.8% | 26,937 | $7.1M |
| WMS Partners, LLC | 0.40% | Add +4.0% | 26,871 | $7.1M |
| Aveo Capital Partners, LLC | 0.75% | Reduce -0.8% | 26,586 | $7.0M |
| Moneco Advisors, LLC | 0.87% | Add +0.9% | 26,472 | $7.0M |
| Tsfg, LLC | 1.52% | Add +1.7% | 26,387 | $7.0M |
| Beam Wealth Advisors, Inc. | 2.10% | Add +20.1% | 26,318 | $6.9M |
| Benchmark Financial Wealth Advisors, LLC | 2.31% | Reduce -1.1% | 26,269 | $6.9M |
| Creekside Partners | 3.58% | Add +0.5% | 26,265 | $6.9M |
| Sowell Financial Services LLC | 0.32% | Reduce -8.9% | 26,003 | $6.9M |
| United Bank | 0.79% | Add +1.6% | 25,831 | $6.8M |
| Sawgrass Asset Management LLC | 0.71% | Reduce -8.3% | 25,808 | $6.8M |
| Harbor Advisory Corp. | 2.21% | Add +1.1% | 25,650 | $6.8M |
| Bristlecone Advisors, LLC | 0.54% | Add +5.0% | 25,637 | $6.8M |
| Nwam LLC | 0.41% | New | 25,607 | $6.8M |
| Bull Oak Capital, LLC | 3.87% | Add +2.9% | 25,545 | $6.7M |
| KFA Private Wealth Group, LLC | 3.21% | Reduce -35.0% | 25,492 | $6.7M |
| Cahill Financial Advisors Inc. | 0.92% | Add +0.9% | 25,401 | $6.7M |
| Park Avenue Securities LLC | 0.08% | Add +29.5% | 25,393 | $6.7M |
| CPA Asset Management Group, LLC | 3.23% | Add +27.6% | 25,372 | $6.7M |
| Northcape Wealth Management, LLC | 2.19% | Add +0.2% | 25,354 | $6.7M |
| Farrell Financial LLC | 4.70% | Reduce -0.1% | 24,047 | $6.7M |
| Grove Bank & Trust | 0.98% | Reduce -7.9% | 25,176 | $6.6M |
| Amara Financial, Llc. | 6.35% | — | 25,152 | $6.6M |
| Shufro Rose & Co. LLC | 0.54% | No change | 27,362 | $6.6M |
| WASHINGTON TRUST Co | 0.23% | Reduce -0.2% | 24,886 | $6.6M |
| Forum Private Client Group LLC | 2.91% | Add +4.4% | 24,853 | $6.6M |
| Parsons Capital Management Inc. | 0.41% | Add +5.1% | 24,804 | $6.5M |
| Mgo One Seven LLC | 0.28% | Reduce -8.1% | 24,790 | $6.5M |
| Steph & Co. | 2.07% | Reduce -3.1% | 24,686 | $6.5M |
| Fonville Wealth Management LLC | 2.25% | Add +3.3% | 24,667 | $6.5M |
| Walkner Condon Financial Advisors LLC | 1.32% | Add +3.9% | 24,514 | $6.5M |
| Horizon Family Wealth, Inc. | 4.58% | Add +2.5% | 24,350 | $6.4M |
| Cascade Financial Partners, LLC | 0.81% | Reduce -1.4% | 24,076 | $6.4M |
| Cypress Wealth Services, LLC | 1.32% | Reduce -2.2% | 24,259 | $6.4M |
| Essex Financial Services, Inc. | 0.46% | Reduce -4.0% | 23,898 | $6.4M |
| Randall & Associates Wealth Management | 5.19% | Add +4.3% | 24,001 | $6.3M |
| First Merchants Corp. | 0.24% | Add +0.4% | 23,985 | $6.3M |
| Johnson Investment Counsel Inc. | 0.06% | Add +0.6% | 23,888 | $6.3M |
| Advisory Services Network, LLC | 0.13% | No change | 25,963 | $6.3M |
| Culbertson A N & Co. Inc. | 1.01% | Add +3.1% | 23,820 | $6.3M |
| Ausdal Financial Partners, Inc. | 0.65% | Reduce -7.0% | 23,790 | $6.3M |
| Townsquare Capital LLC | 0.07% | Add +48.2% | 23,561 | $6.2M |
| Lokken Investment Group LLC | 2.59% | Add +3.9% | 23,502 | $6.2M |
| PAX Financial Group, LLC | 1.11% | Reduce -2.8% | 23,406 | $6.2M |
| Fischer Investment Strategies, LLC | 5.30% | Reduce -49.9% | 23,352 | $6.2M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -7.3% | 23,178 | $6.1M |
| Sigma Planning Corp | 0.19% | Reduce -4.1% | 23,175 | $6.1M |
| CAP Partners, LLC | 4.53% | Add +5.1% | 22,962 | $6.1M |
| Gladstone Institutional Advisory LLC | 0.29% | Reduce -0.3% | 22,832 | $6.0M |
| First PREMIER Bank | 1.50% | Reduce -3.2% | 22,768 | $6.0M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +25.4% | 22,766 | $6.0M |
| United Capital Financial Advisors, LLC | 0.05% | Add +0.1% | 22,644 | $6.0M |
| MBL Wealth, LLC | 0.64% | Reduce -0.9% | 22,603 | $6.0M |
| One Capital Management, LLC | 0.19% | Add +0.4% | 22,544 | $5.9M |
| Capital Insight Partners, LLC | 1.03% | Reduce -1.6% | 22,310 | $5.9M |
| Bridgewealth Advisory Group, LLC | 2.13% | Add +9.7% | 22,227 | $5.9M |
| Latko Wealth Management, Ltd. | 3.54% | — | 22,115 | $5.8M |
| Harbour Investments, Inc. | 0.18% | Add +23.2% | 22,069 | $5.8M |
| Mystic Asset Management, Inc. | 2.18% | Reduce -5.0% | 21,844 | $5.8M |
| Regal Investment Advisors LLC | 0.40% | Add +7.3% | 21,703 | $5.7M |
| Farther Finance Advisors, LLC | 0.21% | Add +42.4% | 21,639 | $5.7M |
| Capital Advantage, Inc. | 1.08% | Add +17.3% | 21,455 | $5.7M |
| Benchmark Wealth Management, LLC | 2.79% | Add +9.3% | 21,416 | $5.7M |
| Continuum Advisory, LLC | 0.72% | Reduce -0.1% | 20,606 | $5.6M |
| DAVENPORT & Co LLC | 0.03% | Add +2.2% | 21,345 | $5.6M |
| RFG Advisory, LLC | 0.17% | Add +21.7% | 20,911 | $5.5M |
| Robinswood Financial LLC | 2.05% | Reduce -1.1% | 20,860 | $5.5M |
| Bartlett & Co. Wealth Management LLC | 0.08% | Reduce -2.5% | 20,745 | $5.5M |
| Algorithmic Investment Models, LLC | 4.01% | No change | 20,727 | $5.5M |
| Mutual Advisors, LLC | 0.16% | Reduce -3.2% | 20,517 | $5.5M |
| Advisors Capital Management, LLC | 0.09% | Add +0.1% | 20,620 | $5.4M |
| Refined Wealth Management | 4.19% | Add +3.3% | 20,612 | $5.4M |
| Acorn Financial Advisory Services Inc. | 0.96% | Reduce -0.5% | 20,513 | $5.4M |
| Spinnaker Trust | 0.33% | Reduce -0.1% | 20,461 | $5.4M |
| Centurion Wealth Management LLC | 1.72% | — | 20,454 | $5.4M |
| Grant Street Asset Management, Inc. | 1.57% | Add +3.5% | 20,255 | $5.3M |
| Merriman Wealth Management, LLC | 0.22% | New | 20,189 | $5.3M |
| Councilor Wealth, LLC | 2.60% | Add +8.8% | 20,143 | $5.3M |
| Destiny Wealth Partners, LLC | 0.93% | Add +1.5% | 20,078 | $5.3M |
| Kendall Capital Management | 1.63% | Add +0.8% | 20,042 | $5.3M |
| Clayton Financial Group LLC | 1.98% | Add +18.5% | 20,019 | $5.3M |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 5.27% | Add +8.3% | 20,018 | $5.3M |
| Calamos Wealth Management LLC | 0.28% | Add +2.8% | 19,978 | $5.3M |
| Perigon Wealth Management, LLC | 0.14% | Reduce -30.1% | 19,768 | $5.2M |
| Stratos Investment Management, LLC | 0.36% | Reduce -0.3% | 19,712 | $5.2M |
| Roger Wittlin Investment Advisory, LLC | 2.98% | Reduce -0.3% | 19,667 | $5.2M |
| Retirement Income Solutions, Inc. | 1.18% | Reduce -2.9% | 19,575 | $5.2M |
| Scotia Capital Inc. | 0.03% | Add +11.8% | 19,475 | $5.1M |
| Strategic Investment Advisors / MI | 0.56% | Add +6.8% | 19,454 | $5.1M |
| StoneX Group Inc. | 0.37% | Reduce -0.0% | 19,411 | $5.1M |
| Arkadios Wealth Advisors | 0.29% | Add +117.7% | 19,205 | $5.1M |
| Gilman Hill Asset Management, LLC | 0.85% | Add +0.1% | 19,172 | $5.1M |
| FinDec Wealth Services, Inc. | 2.93% | Add +1.4% | 19,131 | $5.0M |
| VestGen Investment Management | 1.41% | Reduce -1.3% | 19,087 | $5.0M |
| Compound Planning, Inc. | 0.31% | Add +101.4% | 19,085 | $5.0M |
| Lindbrook Capital, LLC | 0.45% | Reduce -5.5% | 19,075 | $5.0M |
| BBR Partners, LLC | 0.38% | Reduce -0.0% | 18,936 | $5.0M |
| Family Legacy, Inc. | 1.64% | Reduce -1.6% | 18,658 | $4.9M |
| Marquette Associates, Inc. | 3.53% | Add +0.0% | 18,566 | $4.9M |
| Gleason Group, Inc. | 0.89% | Add +6.2% | 18,423 | $4.9M |
| Glass Jacobson Investment Advisors llc | 1.61% | Reduce -9.1% | 18,394 | $4.9M |
| Alpine Bank Wealth Management | 0.77% | — | 18,359 | $4.8M |
| BKM Wealth Management, LLC | 1.97% | Reduce -1.5% | 18,352 | $4.8M |
| S.A. Mason LLC | 2.56% | Add +0.6% | 18,331 | $4.8M |
| Spectrum Investment Advisors, Inc. | 3.29% | Add +2.1% | 18,190 | $4.8M |
| Financial Planning & Information Services, Inc. | 0.66% | Add +5.0% | 18,179 | $4.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.64% | Add +1.9% | 17,998 | $4.7M |
| Sage Mountain Advisors LLC | 0.40% | Reduce -9.1% | 17,951 | $4.7M |
| SouthState Bank Corp | 0.33% | Reduce -0.1% | 17,901 | $4.7M |
| Meridian Financial Advisors, LLC | 3.15% | Reduce -0.0% | 17,886 | $4.7M |
| Smith, Moore & Co. | 0.45% | Reduce -1.2% | 17,810 | $4.7M |
| Jane Street Group, LLC | 0.01% | New | 17,735 | $4.7M |
| IHT Wealth Management, LLC | 0.13% | Add +34.3% | 17,727 | $4.7M |
| Keystone Financial Group | 0.60% | New | 17,614 | $4.6M |
| Legacy Edge Advisors, LLC | 0.74% | Add +4.5% | 17,612 | $4.6M |
| Shorepoint Capital Partners LLC | 1.06% | Reduce -0.6% | 17,595 | $4.6M |
| Orin Green Financial, LLC | 1.99% | Add +0.1% | 17,489 | $4.6M |
| Fort Point Capital Partners LLC | 0.57% | Add +5.0% | 17,346 | $4.6M |
| Marathon Strategic Advisors, LLC | 4.82% | Reduce -0.2% | 17,302 | $4.6M |
| TrinityPoint Wealth, LLC | 0.66% | Add +0.7% | 17,287 | $4.6M |
| Motley Fool Wealth Management, LLC | 0.23% | Reduce -3.6% | 17,248 | $4.6M |
| Accelerate Investment Advisors LLC | 4.42% | — | 17,171 | $4.5M |
| Drucker Wealth 3.0, LLC | 1.09% | Add +39.6% | 17,164 | $4.5M |
| Pacific Center for Financial Services | 1.19% | Reduce -0.8% | 17,155 | $4.5M |
| Mather Group, Llc. | 0.06% | Reduce -13.7% | 17,147 | $4.5M |
| D. E. Shaw & Co. | 0.01% | Add +10.7% | 17,023 | $4.5M |
| Narus Financial Partners, LLC | 1.60% | Add +11.3% | 16,958 | $4.5M |
| Fort Washington Investment Advisors Inc. | 0.03% | Reduce -1.5% | 16,722 | $4.4M |
| King Wealth Management Group | 0.69% | Reduce -11.4% | 16,709 | $4.4M |
| Composition Wealth, LLC | 0.10% | Add +9.1% | 16,604 | $4.4M |
| Berkeley Capital Partners, LLC | 1.25% | Add +1.2% | 16,601 | $4.4M |
| Modern Wealth Management, LLC | 0.27% | Add +138.3% | 16,565 | $4.4M |
| Marcum Wealth, LLC | 0.41% | Add +1.5% | 16,555 | $4.4M |
| Fortis Group Advisors, LLC | 0.80% | Add +1015.0% | 16,458 | $4.3M |
| Legacy Financial Group LLC | 0.83% | Add +3.4% | 16,441 | $4.3M |
| White Lighthouse Investment Management Inc. | 0.78% | Add +2.6% | 16,397 | $4.3M |
| Philadelphia Trust Co. | 0.31% | No change | 16,355 | $4.3M |
| RW Investment Management LLC | 0.53% | Add +20.5% | 16,232 | $4.3M |
| First United Bank & Trust | 1.54% | Add +12.6% | 16,230 | $4.3M |
| Argent Trust Co | 0.18% | Reduce -0.3% | 16,217 | $4.3M |
| Armbruster Capital Management, Inc. | 0.85% | Add +1.2% | 16,122 | $4.3M |
| Atria Investments, Inc | 0.05% | Add +0.7% | 15,921 | $4.2M |
| Uptick Partners, LLC | 1.77% | Add +120.2% | 15,850 | $4.2M |
| City Holding Co. | 0.58% | Add +10.5% | 15,814 | $4.2M |
| Mokosak Advisory Group, LLC | 1.24% | Reduce -2.8% | 15,720 | $4.1M |
| Salomon & Ludwin, LLC | 0.42% | Reduce -6.0% | 15,721 | $4.1M |
| Evercore Wealth Management, LLC | 0.06% | Reduce -5.3% | 15,711 | $4.1M |
| WP Advisors, LLC | 1.51% | Reduce -11.8% | 15,681 | $4.1M |
| MY Wealth Management Inc. | 4.18% | Add +1.9% | 15,603 | $4.1M |
| Ellenbecker Investment Group | 0.78% | Reduce -2.0% | 15,554 | $4.1M |
| Rockingstone Advisors LLC | 2.01% | Add +1.9% | 15,545 | $4.1M |
| Foster Victor Wealth Advisors, LLC | 0.33% | Reduce -11.6% | 15,476 | $4.1M |
| Focus Partners Advisor Solutions, LLC | 0.09% | Reduce -30.8% | 15,451 | $4.1M |
| Hilltop Wealth Advisors, LLC | 1.90% | Reduce -1.4% | 15,418 | $4.1M |
| Wilson & Boucher Capital Management, LLC | 2.80% | Add +4.8% | 15,416 | $4.1M |
| BCGM Wealth Management, LLC | 1.32% | Reduce -1.7% | 15,402 | $4.1M |
| Guardian Wealth Advisors, LLC / NC | 0.44% | Add +3.6% | 15,362 | $4.1M |
| REDW Wealth LLC | 1.03% | Reduce -6.9% | 15,204 | $4.0M |
| Gainplan LLC | 1.89% | Add +1.2% | 16,483 | $4.0M |
| Verus Capital Partners, LLC | 0.39% | Reduce -0.1% | 15,063 | $4.0M |
| John W. Brooker & Co., CPAs | 1.81% | Reduce -4.5% | 14,982 | $4.0M |
| Moisand Fitzgerald Tamayo, LLC | 0.54% | Reduce -1.4% | 14,937 | $3.9M |
| Sagace Wealth Management LLC | 3.03% | Add +24.6% | 14,571 | $3.9M |
| Alesco Advisors, LLC, An ESL Co | 0.12% | Reduce -0.3% | 14,840 | $3.9M |
| Gradient Capital Advisors, LLC | 1.29% | Reduce -0.1% | 14,813 | $3.9M |
| Rwa Wealth Partners, LLC | 0.05% | Add +16.3% | 14,681 | $3.9M |
| Mittelman Wealth Management | 2.18% | Add +64.2% | 14,573 | $3.8M |
| Hofer & Associates. Inc | 2.65% | Add +0.7% | 14,540 | $3.8M |
| Cascades Capital Asset Management, LLC | 2.16% | — | 14,425 | $3.8M |
| Segall Bryant & Hamill, LLC | 0.05% | New | 14,305 | $3.8M |
| Partners in Financial Planning | 0.76% | Reduce -1.9% | 14,226 | $3.8M |
| Legacy Advisors, LLC | 0.41% | Add +2.9% | 14,214 | $3.8M |
| Financial Advisory Partners, LLC | 1.24% | Add +2.6% | 14,204 | $3.7M |
| Fifth Third Securities, Inc. | 0.35% | Reduce -4.2% | 14,177 | $3.7M |
| Beacon Bridge Wealth Partners, LLC | 1.61% | Reduce -10.2% | 14,168 | $3.7M |
| Conservest Capital Advisors, Inc. | 0.38% | No change | 14,952 | $3.7M |
| Country Club Bank | 0.25% | Add +8.8% | 14,191 | $3.7M |
| Fogel Capital Management, Inc. | 1.92% | Reduce -11.4% | 14,137 | $3.7M |
| Cwm, LLC | 0.02% | Reduce -8.8% | 14,128 | $3.7M |
| Signature Estate & Investment Advisors LLC | 0.09% | Add +0.8% | 13,968 | $3.7M |
| AdvisorNet Financial, Inc | 0.27% | Add +20.0% | 13,905 | $3.7M |
| Vickerman Investment Advisors, Inc. | 1.07% | Add +1.7% | 13,837 | $3.7M |
| Peninsula Wealth, LLC | 0.64% | Reduce -2.9% | 13,499 | $3.6M |
| Adapt Wealth Advisors, LLC | 1.95% | Reduce -3.5% | 13,784 | $3.6M |
| Capital Management Associates, Inc | 1.48% | Add +47.0% | 13,770 | $3.6M |
| Baron Silver Stevens Financial Advisors, LLC | 0.63% | Add +3.8% | 13,731 | $3.6M |
| Allen Mooney & Barnes Investment Advisors LLC | 0.62% | Reduce -0.8% | 13,715 | $3.6M |
| KCM Investment Advisors LLC | 0.12% | No change | 13,652 | $3.6M |
| Greenwich Wealth Management LLC | 0.24% | Add +3.3% | 13,648 | $3.6M |
| WESCAP Management Group, Inc. | 0.90% | Reduce -0.4% | 13,627 | $3.6M |
| Stock Yards Bank & Trust Co. | 0.12% | Reduce -2.3% | 13,601 | $3.6M |
| Financial Insights, Inc. | 1.17% | Reduce -18.4% | 13,585 | $3.6M |
| Carmichael Hill & Associates, Inc. | 1.32% | Add +7.2% | 13,544 | $3.6M |
| Flagship Harbor Advisors, LLC | 0.20% | Add +0.1% | 13,522 | $3.6M |
| Snowden Capital Advisors LLC | 0.11% | Add +4.7% | 13,481 | $3.6M |
| Valeo Financial Advisors, LLC | 0.10% | Add +2.6% | 13,479 | $3.6M |
| Alera Investment Advisors, LLC | 0.42% | No change | 13,477 | $3.6M |
| Cornerstone Wealth Management, LLC | 0.25% | Add +0.4% | 13,468 | $3.6M |
| Kingswood Wealth Advisors, LLC | 0.25% | Add +126.6% | 13,440 | $3.5M |
| Vident Advisory, LLC | 0.09% | Reduce -0.2% | 13,362 | $3.5M |
| Omnia Family Wealth, LLC | 1.50% | No change | 13,257 | $3.5M |
| Level Four Advisory Services, LLC | 0.15% | Add +53.7% | 13,226 | $3.5M |
| Capital Advisors Wealth Management, LLC | 0.64% | Add +1.1% | 13,128 | $3.5M |
| Summit Financial Wealth Advisors, LLC | 0.64% | Add +0.0% | 13,030 | $3.4M |
| Newman Dignan & Sheerar, Inc. | 0.82% | Add +26.0% | 12,856 | $3.4M |
| Badgley Phelps Wealth Managers, LLC | 0.08% | Add +5.3% | 12,811 | $3.4M |
| First National Bank of Omaha | 0.22% | Add +0.3% | 12,810 | $3.4M |
| Alliance Wealth Advisors, LLC | 1.95% | Add +4.8% | 12,806 | $3.4M |
| GC Wealth Management RIA, LLC | 0.59% | Reduce -8.9% | 12,801 | $3.4M |
| IFP Advisors, Inc | 0.12% | Add +12.7% | 12,636 | $3.3M |
| Lion Street Advisors, LLC | 1.15% | Reduce -0.4% | 12,560 | $3.3M |
| Brio Consultants, LLC | 0.53% | Reduce -1.1% | 12,548 | $3.3M |
| Secure Asset Management, LLC | 0.56% | Reduce -2.0% | 12,547 | $3.3M |
| First American Bank | 0.24% | Reduce -0.1% | 12,514 | $3.3M |
| Wealthspan Partners, LLC | 1.62% | Reduce -1.1% | 12,453 | $3.3M |
| Wealth Alliance, LLC | 0.39% | Add +2.6% | 12,445 | $3.3M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +45.0% | 12,121 | $3.3M |
| Mayflower Financial Advisors, LLC | 0.49% | Reduce -0.6% | 12,280 | $3.2M |
| Royal Fund Management, LLC | 0.23% | Add +103.5% | 12,164 | $3.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.31% | Add +2.3% | 12,205 | $3.2M |
| Carrera Capital Advisors | 0.79% | Add +5.2% | 12,200 | $3.2M |
| SOA Wealth Advisors, LLC. | 0.61% | Reduce -0.8% | 12,196 | $3.2M |
| Lane & Associates LLC | 1.74% | Reduce -19.2% | 12,092 | $3.2M |
| Silverleafe Capital Partners, LLC | 1.13% | Reduce -63.7% | 12,066 | $3.2M |
| Susquehanna International Group, LLP | 0.01% | Reduce -52.4% | 11,998 | $3.2M |
| Pinnacle Financial Group, LLC / IL | 1.24% | Add +8.4% | 11,990 | $3.2M |
| Bank of Marin | 2.55% | No change | 11,975 | $3.2M |
| Bar Harbor Wealth Management | 0.20% | Reduce -6.1% | 11,928 | $3.1M |
| Apollon Wealth Management, LLC | 0.09% | Add +6.5% | 11,923 | $3.1M |
| Verdence Capital Advisors LLC | 0.25% | Add +4.9% | 11,919 | $3.1M |
| St. Louis Trust Co | 0.44% | No change | 11,919 | $3.1M |
| Retirement Guys Formula LLC | 1.45% | Reduce -3.6% | 11,825 | $3.1M |
| AAF Wealth Management, LLC | 1.57% | Reduce -11.3% | 11,822 | $3.1M |
| Great Lakes Retirement, Inc. | 0.40% | Add +5.7% | 11,744 | $3.1M |
| Brown Miller Wealth Management, LLC | 1.19% | Add +0.5% | 11,648 | $3.1M |
| GEM Asset Management, LLC | 1.76% | No change | 11,738 | $3.1M |
| Magnus Financial Group LLC | 0.31% | Add +0.3% | 11,640 | $3.1M |
| MIdWestOne Financial Group, Inc. | 0.42% | Add +1.3% | 11,606 | $3.1M |
| My Personal CFO, LLC | 1.67% | Reduce -7.6% | 11,575 | $3.1M |
| First Financial Corp. | 1.46% | Add +13.4% | 11,561 | $3.1M |
| Topel & Distasi Wealth Management, LLC | 1.26% | Reduce -0.4% | 11,544 | $3.0M |
| Main Street Financial Solutions, LLC | 0.28% | Reduce -2.2% | 11,487 | $3.0M |
| Brighton Jones LLC | 0.11% | Reduce -52.9% | 11,448 | $3.0M |
| UMB Bank, n.a. | 0.05% | Reduce -1.4% | 11,441 | $3.0M |
| Wilmington Savings Fund Society, FSB | 0.05% | Add +435.1% | 11,372 | $3.0M |
| Koshinski Asset Management, Inc. | 0.26% | Add +2.2% | 11,341 | $3.0M |
| Sheets Smith Wealth Management | 0.36% | Reduce -15.9% | 11,282 | $3.0M |
| Objective Capital Management, LLC | 1.73% | — | 11,172 | $2.9M |
| NWF Advisory Services Inc. | 0.43% | Reduce -5.0% | 11,156 | $2.9M |
| Laird Norton Wetherby Wealth Management, LLC | 0.13% | Reduce -0.9% | 11,109 | $2.9M |
| Creative Financial Designs Inc. | 0.25% | Add +5.9% | 11,065 | $2.9M |
| Geneos Wealth Management Inc. | 0.11% | Add +318.9% | 11,042 | $2.9M |
| Bryn Mawr Trust Advisors, LLC | 0.16% | Reduce -0.3% | 10,979 | $2.9M |
| Revolve Wealth Partners, LLC | 0.44% | Reduce -5.1% | 10,959 | $2.9M |
| Fusion Family Wealth, LLC | 0.27% | Reduce -0.3% | 10,941 | $2.9M |
| Diversified Trust Co. | 0.07% | Reduce -3.0% | 10,901 | $2.9M |
| First Foundation Advisors | 0.11% | Add +2.3% | 10,882 | $2.9M |
| Financial Freedom, LLC | 1.52% | Add +0.4% | 10,873 | $2.9M |
| Modera Wealth Management, LLC | 0.04% | Reduce -2.0% | 10,849 | $2.9M |
| Sweet Financial Partners, LLC | 0.62% | Add +0.7% | 10,806 | $2.9M |
| GYL Financial Synergies, LLC | 0.21% | Add +0.3% | 10,771 | $2.8M |
| GoalFusion Wealth Management, LLC | 1.57% | Add +14.9% | 10,754 | $2.8M |
| American Money Management, LLC | 0.57% | Reduce -1.4% | 10,734 | $2.8M |
| Goelzer Investment Management, Inc. | 0.16% | Reduce -4.7% | 10,732 | $2.8M |
| Duncker Streett & Co. Inc. | 0.52% | Reduce -2.6% | 10,709 | $2.8M |
| Strengthening Families & Communities, LLC | 0.72% | Add +13.9% | 10,709 | $2.8M |
| Strategic Family Wealth Counselors, L.L.C. | 0.99% | Add +0.1% | 10,704 | $2.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.43% | Add +0.1% | 10,687 | $2.8M |
| TPG Financial Advisors, LLC | 1.27% | Add +2.9% | 10,683 | $2.8M |
| Fiera Capital Corp | 0.01% | No change | 10,623 | $2.8M |
| Legacy PCG, LLC | 1.99% | Reduce -8.3% | 10,617 | $2.8M |
| Appleton Partners Inc. | 0.20% | Reduce -3.5% | 10,539 | $2.8M |
| Advocate Group LLC | 0.50% | Add +6.6% | 10,536 | $2.8M |
| Conning Inc. | 0.10% | No change | 10,535 | $2.8M |
| PFG Advisors | 0.18% | Reduce -1.4% | 10,525 | $2.8M |
| Valtinson Bruner Financial Planning LLC | 0.97% | Add +11.5% | 10,515 | $2.8M |
| Retirement Planning Co of New England, Inc. | 1.38% | Add +1.0% | 10,507 | $2.8M |
| Brookstone Capital Management | 0.04% | Reduce -2.5% | 10,489 | $2.8M |
| Wells Financial Advisors INC | 3.72% | Reduce -64.6% | 10,447 | $2.8M |
| Focus Financial Network, Inc. | 0.11% | Add +0.5% | 10,376 | $2.7M |
| Financial Advocates Investment Management | 0.15% | Add +6.4% | 10,622 | $2.7M |
| Colorado Capital Management, Inc. | 1.35% | Add +146.5% | 10,367 | $2.7M |
| Cyndeo Wealth Partners, LLC | 0.19% | Add +9.5% | 10,322 | $2.7M |
| Krilogy Financial LLC | 0.19% | New | 10,275 | $2.7M |
| Fiduciary Trust Co | 0.04% | Add +3.2% | 10,160 | $2.7M |
| Peak Asset Management, LLC | 0.50% | Reduce -4.1% | 10,113 | $2.7M |
| First National Trust Co | 0.10% | No change | 10,039 | $2.6M |
| Investment Partners, LTD. | 1.10% | Reduce -2.5% | 10,034 | $2.6M |
| PCA Investment Advisory Services Inc. | 1.24% | Add +2.2% | 10,001 | $2.6M |
| SWP Financial LLC | 1.60% | Reduce -0.9% | 9,956 | $2.6M |
| Moneywise, Inc. | 1.29% | Reduce -2.4% | 9,939 | $2.6M |
| Abbot Financial Management, Inc. | 1.32% | Reduce -0.3% | 9,913 | $2.6M |
| Wealthfront Advisers LLC | 0.01% | Add +13.4% | 9,909 | $2.6M |
| Meridian Wealth Management, LLC | 0.13% | New | 9,898 | $2.6M |
| City State Bank | 0.95% | Add +14.4% | 9,871 | $2.6M |
| Seamount Financial Group Inc. | 1.96% | Add +2.3% | 9,865 | $2.6M |
| Jackson Square Capital, LLC | 0.64% | New | 9,850 | $2.6M |
| Welch & Forbes LLC | 0.03% | Reduce -0.8% | 9,812 | $2.6M |
| Encompass Wealth Advisors, LLC | 0.65% | Add +3.0% | 9,760 | $2.6M |
| Sound View Wealth Advisors Group, LLC | 0.21% | Add +2.1% | 9,760 | $2.6M |
| Missouri Trust & Investment Co | 0.90% | Add +0.4% | 9,742 | $2.6M |
| Tidal Investments LLC | 0.03% | Add +164.2% | 9,735 | $2.6M |
| Linscomb Wealth, Inc. | 0.13% | Reduce -0.2% | 9,733 | $2.6M |
| Flagstar Securities, Inc. | 0.65% | Add +9.4% | 9,724 | $2.6M |
| New Perspectives, Inc | 1.36% | Reduce -0.4% | 9,685 | $2.6M |
| Soltis Investment Advisors LLC | 0.25% | Add +1.6% | 9,660 | $2.5M |
| AlTi Global, Inc. | 0.06% | Add +9.0% | 9,611 | $2.5M |
| Columbus Macro, LLC | 0.92% | No change | 9,537 | $2.5M |
| Fiduciary Family Office, LLC | 0.83% | No change | 9,510 | $2.5M |
| FreeGulliver LLC | 1.49% | Add +14.6% | 9,493 | $2.5M |
| Stonegate Investment Group, LLC | 0.07% | Add +68.1% | 9,491 | $2.5M |
| Aptus Capital Advisors, LLC | 0.04% | Add +0.3% | 9,476 | $2.5M |
| IFS Advisors, LLC | 1.97% | Add +2.9% | 9,431 | $2.5M |
| Kingfisher Capital LLC | 0.57% | Reduce -4.6% | 9,431 | $2.5M |
| Private Client Services, LLC | 1.34% | Add +9.3% | 9,429 | $2.5M |
| Howland Capital Management LLC | 0.11% | Add +585.5% | 9,425 | $2.5M |
| Cannon Wealth Management Services, LLC | 2.26% | — | 9,378 | $2.5M |
| Transcendent Capital Group LLC | 1.27% | Reduce -15.5% | 9,360 | $2.5M |
| 9258 Wealth Management, LLC | 0.36% | Reduce -1.9% | 9,351 | $2.5M |
| Edge Capital Group, LLC | 0.11% | Add +14.0% | 9,333 | $2.5M |
| Debussy Capital Management LP | 0.70% | Reduce -3.1% | 9,171 | $2.4M |
| Ridgewood Investments LLC | 1.21% | Add +4.3% | 9,158 | $2.4M |
| Ieq Capital, LLC | 0.03% | Add +10.3% | 9,141 | $2.4M |
| High Net Worth Advisory Group LLC | 0.67% | Reduce -0.4% | 9,137 | $2.4M |
| BCM Advisors, LLC | 0.55% | Add +8.3% | 9,149 | $2.4M |
| Farmers & Merchants Investments Inc. | 0.07% | Add +0.5% | 9,089 | $2.4M |
| Arvest Bank Trust Division | 0.14% | — | 9,084 | $2.4M |
| CM Wealth Advisors LLC | 0.78% | No change | 9,076 | $2.4M |
| Oxford Financial Group, LTD. LLC | 0.15% | Reduce -1.0% | 9,076 | $2.4M |
| Pine Valley Investments Ltd Liability Co | 0.16% | Reduce -0.8% | 9,029 | $2.4M |
| ERn Financial, LLC | 0.36% | Reduce -3.7% | 9,020 | $2.4M |
| IFG Advisors, LLC | 0.51% | Add +7.6% | 9,015 | $2.4M |
| Frank, Rimerman Advisors LLC | 0.17% | Add +0.5% | 9,014 | $2.4M |
| Dogwood Wealth Management LLC | 1.36% | No change | 8,950 | $2.4M |
| Robertson Stephens Wealth Management, LLC | 0.09% | Add +50.2% | 8,924 | $2.4M |
| Thoroughbred Financial Services, LLC | 0.15% | Reduce -7.4% | 8,912 | $2.4M |
| Hall Kathryn A. | 0.49% | No change | 8,905 | $2.3M |
| Index Fund Advisors, Inc. | 0.12% | Add +0.6% | 8,887 | $2.3M |
| FDx Advisors, Inc. | 0.64% | Reduce -14.4% | 8,873 | $2.3M |
| Eclectic Associates Inc. | 0.92% | Reduce -5.4% | 8,867 | $2.3M |
| Fingerlakes Wealth Management, Inc. | 1.94% | Add +0.3% | 8,859 | $2.3M |
| Intellectus Partners, LLC | 0.60% | Add +1.8% | 8,858 | $2.3M |
| Wedbush Securities Inc. | 0.09% | Reduce -55.8% | 8,854 | $2.3M |
| West Financial Advisors, LLC | 0.44% | Add +12.0% | 8,739 | $2.3M |
| Evoke Wealth, LLC | 0.06% | New | 8,738 | $2.3M |
| Independent Financial Group, LLC | 0.08% | Reduce -0.9% | 8,726 | $2.3M |
| Beckerman Institutional, LLC | 1.94% | — | 8,724 | $2.3M |
| Trinity Financial Advisors LLC | 1.03% | Add +238.1% | 11,792 | $2.3M |
| Maltin Wealth Management, Inc. | 1.12% | Add +7.9% | 8,703 | $2.3M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | No change | 8,703 | $2.3M |
| Defined Wealth Management, LLC | 1.48% | Add +0.4% | 8,653 | $2.3M |
| Sensible Financial Planning & Management, LLC. | 0.45% | New | 8,630 | $2.3M |
| New Century Financial Group, LLC | 0.83% | Add +53.1% | 8,609 | $2.3M |
| BlackRock, Inc. | 0.00% | — | 8,544 | $2.3M |
| Dana Investment Advisors, Inc. | 0.07% | Reduce -0.8% | 8,513 | $2.2M |
| Boyd Wealth Management, LLC | 1.14% | No change | 8,508 | $2.2M |
| Mosaic Family Wealth Partners, LLC | 0.33% | Add +1.0% | 8,489 | $2.2M |
| Graves Light Lenhart Wealth, Inc. | 0.27% | No change | 8,473 | $2.2M |
| Certified Advisory Corp | 0.25% | Add +3.5% | 8,459 | $2.2M |
| Flputnam Investment Management Co. | 0.04% | Add +0.9% | 8,345 | $2.2M |
| Heritage Wealth Advisors | 0.10% | Add +12.0% | 8,328 | $2.2M |
| Arete Wealth Advisors, LLC | 0.19% | Add +61.2% | 8,358 | $2.2M |
| Brown Brothers Harriman & Co. | 0.01% | Add +388.5% | 8,280 | $2.2M |
| RE Dickinson Investment Advisors, LLC | 1.22% | Add +3.4% | 8,232 | $2.2M |
| Callan Capital, LLC | 0.15% | Add +6.3% | 8,229 | $2.2M |
| Essex Bank | 0.54% | Reduce -0.3% | 8,210 | $2.2M |
| Patten Group, Inc. | 0.48% | Reduce -2.0% | 8,195 | $2.2M |
| Columbia Asset Management | 0.38% | Add +0.9% | 8,166 | $2.2M |
| Twin Focus Capital Partners, LLC | 0.34% | Add +0.6% | 8,154 | $2.2M |
| DeDora Capital, Inc. | 0.60% | Reduce -0.3% | 8,145 | $2.1M |
| Haverford Trust Co | 0.02% | Reduce -1.6% | 8,136 | $2.1M |
| Mason & Associates Inc | 0.53% | Reduce -13.2% | 8,112 | $2.1M |
| Argonautica Private Wealth Management, Inc. | 0.71% | Add +2.6% | 8,090 | $2.1M |
| Hilltop Holdings Inc. | 0.14% | Reduce -0.2% | 8,085 | $2.1M |
| Modus Advisors, LLC | 0.70% | Reduce -14.4% | 8,065 | $2.1M |
| Interactive Financial Advisors, Inc. | 1.09% | Add +5.0% | 8,034 | $2.1M |
| Shepherd Kaplan Krochuk, LLC | 1.58% | Add +0.8% | 7,925 | $2.1M |
| Intergy Private Wealth, LLC | 0.79% | Add +3.0% | 7,902 | $2.1M |
| Western Wealth Management, LLC | 0.12% | Add +20.8% | 7,856 | $2.1M |
| Sentinel Pension Advisors, LLC | 0.40% | Reduce -3.6% | 7,842 | $2.1M |
| Pitcairn Co. | 0.12% | No change | 7,825 | $2.1M |
| Wealth Dimensions Group, Ltd. | 0.52% | Reduce -0.5% | 7,811 | $2.1M |
| Stevens Capital Partners | 0.98% | Reduce -0.7% | 7,770 | $2.0M |
| Transcend Capital Advisors, LLC | 0.14% | Reduce -0.8% | 7,725 | $2.0M |
| Boston Trust Walden Corp | 0.01% | No change | 7,705 | $2.0M |
| Anchor Investment Management, LLC | 0.19% | Reduce -3.6% | 7,700 | $2.0M |
| Petix & Botte Co | 0.54% | Reduce -0.6% | 7,699 | $2.0M |
| New Covenant Trust Company, N.A. | 1.94% | Add +213.2% | 7,621 | $2.0M |
| Highland Capital Management, LLC | 0.11% | Add +9.1% | 7,598 | $2.0M |
| Aureus Asset Management, LLC | 0.13% | Reduce -5.8% | 7,565 | $2.0M |
| Allegiance Financial Group Advisory Services LLC | 0.69% | Reduce -0.4% | 7,551 | $2.0M |
| N.E.W. Advisory Services LLC | 0.20% | Add +3.4% | 7,545 | $2.0M |
| Watershed Private Wealth LLC | 0.79% | Reduce -3.7% | 7,525 | $2.0M |
| SeaCrest Wealth Management, LLC | 0.21% | Add +2.0% | 7,498 | $2.0M |
| Caitlin John, LLC | 1.26% | Add +11.2% | 7,112 | $2.0M |
| Gibson Capital, LLC | 0.40% | Reduce -5.2% | 7,438 | $2.0M |
| Lodestar Private Asset Management LLC | 0.25% | Add +2.5% | 7,418 | $2.0M |
| Chatham Capital Group, Inc. | 0.32% | Add +8.1% | 7,380 | $1.9M |
| Charles Schwab Trust Co | 0.17% | No change | 7,362 | $1.9M |
| Bragg Financial Advisors, Inc | 0.08% | Reduce -0.4% | 7,356 | $1.9M |
| JFS Wealth Advisors, LLC | 0.13% | Add +387.0% | 7,285 | $1.9M |
| Cypress Capital Group | 0.22% | Add +12.4% | 7,267 | $1.9M |
| Evernest Financial Advisors, LLC | 0.52% | Add +88.6% | 7,247 | $1.9M |
| Planning Directions Inc. | 1.14% | Add +1.5% | 7,247 | $1.9M |
| Leelyn Smith, LLC | 0.34% | No change | 7,243 | $1.9M |
| Greenline Partners, LLC | 0.27% | Add +0.8% | 7,224 | $1.9M |
| CHB Investment Group, LLC | 1.01% | — | 7,207 | $1.9M |
| Trust Co. of Vermont | 0.10% | Add +16.5% | 7,205 | $1.9M |
| Journey Advisory Group, LLC | 0.23% | No change | 7,823 | $1.9M |
| Bangor Savings Bank | 0.18% | Reduce -4.4% | 7,167 | $1.9M |
| Covington Investment Advisors Inc. | 0.28% | Reduce -0.9% | 7,157 | $1.9M |
| Adero Partners, LLC | 0.12% | Reduce -10.5% | 7,133 | $1.9M |
| Northern Capital Management, Inc. | 1.19% | Add +6.9% | 7,120 | $1.9M |
| Yarger Wealth Strategies, LLC | 1.04% | Add +1.3% | 7,099 | $1.9M |
| Stablepoint Partners, LLC | 0.34% | Add +1.0% | 7,074 | $1.9M |
| Beaumont Financial Advisors, LLC | 0.14% | Add +14.4% | 7,029 | $1.9M |
| Harbor Group, Inc. | 0.43% | Reduce -5.8% | 7,018 | $1.9M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -2.1% | 6,989 | $1.8M |
| Monograph Wealth Advisors, LLC | 0.24% | Add +0.2% | 6,988 | $1.8M |
| Ironwood Financial, llc | 0.39% | Reduce -0.5% | 6,982 | $1.8M |
| VeraBank, N.A. | 0.54% | Reduce -3.9% | 6,934 | $1.8M |
| West Bancorporation Inc. | 1.22% | No change | 6,914 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +19.6% | 6,914 | $1.8M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +19.6% | 6,914 | $1.8M |
| Next Level Private LLC | 0.74% | Add +0.5% | 6,872 | $1.8M |
| Quantinno Capital Management LP | 0.02% | Add +246.3% | 6,826 | $1.8M |
| RFG Holdings, Inc. | 0.63% | Reduce -1.0% | 6,809 | $1.8M |
| Affiance Financial, LLC | 0.44% | Add +0.4% | 6,798 | $1.8M |
| Kohmann Bosshard Financial Services, LLC | 0.22% | Reduce -5.6% | 6,776 | $1.8M |
| Hurlow Wealth Management Group, Inc. | 0.55% | Add +0.7% | 6,698 | $1.8M |
| Sachetta, LLC | 0.69% | Add +2.5% | 6,632 | $1.7M |
| Lincoln Capital Corp. | 0.71% | Reduce -6.1% | 6,582 | $1.7M |
| Viawealth, LLC | 1.01% | Reduce -0.6% | 6,580 | $1.7M |
| Gilbert & Cook, Inc. | 0.24% | Reduce -12.2% | 6,569 | $1.7M |
| Afg Fiduciary Services Limited Partnership | 1.17% | Reduce -0.9% | 6,484 | $1.7M |
| Elevated Capital Advisors, LLC | 0.46% | Reduce -5.2% | 6,531 | $1.7M |
| Lanark Financial, Inc. | 0.14% | Add +0.5% | 6,493 | $1.7M |
| National Bank of Canada | 0.00% | Add +12.9% | 6,487 | $1.7M |
| Sandy Spring Bank | 0.07% | Reduce -0.3% | 6,479 | $1.7M |
| RMR Capital Management, LLC | 1.45% | Add +0.1% | 6,467 | $1.7M |
| Montis Financial, LLC | 0.60% | Add +4.5% | 6,419 | $1.7M |
| Security Financial Services, INC. | 0.34% | Reduce -1.4% | 6,410 | $1.7M |
| Boston Family Office LLC | 0.11% | Reduce -7.8% | 6,405 | $1.7M |
| Kelleher Financial Advisors | 0.64% | Add +8.7% | 6,399 | $1.7M |
| Atlas Capital Advisors Inc. | 0.26% | Reduce -3.3% | 6,374 | $1.7M |
| Dorsey & Whitney Trust CO LLC | 0.09% | Add +1.1% | 6,371 | $1.7M |
| Compass Ion Advisors, LLC | 0.21% | Add +2.6% | 6,356 | $1.7M |
| Evergreen Capital Management LLC | 0.06% | Add +32.6% | 6,347 | $1.7M |
| Simplicity Wealth,LLC | 0.15% | Reduce -98.3% | 6,299 | $1.7M |
| Capital Advisory Group Advisory Services, LLC | 0.66% | Add +2.9% | 6,275 | $1.7M |
| Asset Dedication, LLC | 0.11% | Add +55.7% | 6,275 | $1.7M |
| FF Advisors,LLC | 1.08% | Add +41.8% | 6,155 | $1.7M |
| NBT Bank, N.A. | 0.11% | Reduce -1.8% | 6,248 | $1.6M |
| PFG Investments, LLC | 0.11% | Add +23.6% | 6,240 | $1.6M |
| Great Lakes Advisors, LLC | 0.01% | Reduce -0.1% | 6,237 | $1.6M |
| Midland Wealth Advisors, LLC | 0.10% | No change | 6,231 | $1.6M |
| Atlanta Consulting Group Advisors, LLC | 0.41% | Reduce -33.9% | 6,209 | $1.6M |
| LongView Wealth Management | 0.52% | Add +8.6% | 6,197 | $1.6M |
| Segment Wealth Management, LLC | 0.11% | Add +0.0% | 6,177 | $1.6M |
| Private Portfolio Partners LLC | 0.30% | New | 6,095 | $1.6M |
| Camelot Portfolios, LLC | 1.57% | Reduce -18.6% | 6,060 | $1.6M |
| Adirondack Trust Co. | 0.61% | Add +0.6% | 6,038 | $1.6M |
| McKinley Carter Wealth Services, Inc. | 0.10% | Reduce -9.4% | 6,034 | $1.6M |
| Laraway Financial Advisors Inc | 1.27% | Reduce -6.0% | 6,024 | $1.6M |
| Choate Investment Advisors | 0.04% | Reduce -14.3% | 6,000 | $1.6M |
| BOS Asset Management, LLC | 0.59% | Add +0.5% | 5,989 | $1.6M |
| Asset Allocation & Management Company, LLC | 0.99% | Reduce -20.4% | 5,961 | $1.6M |
| Fortis Capital Management LLC | 0.32% | Add +3.9% | 5,958 | $1.6M |
| Droms Strauss Advisors Inc. /Mo/ | 0.56% | Add +0.1% | 5,957 | $1.6M |
| Private Trust Co. NA | 0.16% | Reduce -2.1% | 5,941 | $1.6M |
| Sax Wealth Advisors, LLC | 0.14% | Reduce -1.2% | 5,923 | $1.6M |
| CW Advisors, LLC | 0.02% | Add +361.3% | 5,905 | $1.6M |
| Truepoint, Inc. | 0.04% | Add +2.7% | 5,899 | $1.6M |
| Titleist Asset Management, LLC | 0.23% | Add +16.6% | 5,896 | $1.6M |
| Perennial Investment Advisors, LLC | 0.20% | Add +6.4% | 5,893 | $1.6M |
| Addison Advisors LLC | 0.43% | Reduce -5.1% | 5,876 | $1.6M |
| Summit Financial Strategies, Inc. | 0.17% | Add +3.4% | 5,869 | $1.5M |
| Romano Brothers and Company | 0.19% | Reduce -2.3% | 5,864 | $1.5M |
| Vista Investment Management | 0.58% | Reduce -0.4% | 5,849 | $1.5M |
| PGIM Custom Harvest LLC | 0.03% | Add +1.0% | 5,807 | $1.5M |
| Checchi Capital Advisers, LLC | 0.11% | Reduce -3.1% | 5,802 | $1.5M |
| Aspen Investment Management Inc | 0.71% | Reduce -3.2% | 5,801 | $1.5M |
| Capital Analysts, LLC | 0.06% | Add +35.9% | 5,793 | $1.5M |
| Rehmann Capital Advisory Group | 0.10% | Add +1.0% | 5,767 | $1.5M |
| Atlantic Union Bankshares Corp | 0.09% | Add +18.9% | 5,767 | $1.5M |
| Etesian Wealth Advisors, Inc. | 0.69% | Add +79.3% | 5,759 | $1.5M |
| waypoint wealth counsel | 1.03% | Add +0.2% | 5,758 | $1.5M |
| Rockwood Wealth Management, LLC | 0.17% | Reduce -2.1% | 5,694 | $1.5M |
| Belpointe Asset Management LLC | 0.09% | Reduce -16.6% | 5,675 | $1.5M |
| Ritholtz Wealth Management | 0.04% | Add +4.3% | 5,645 | $1.5M |
| B & T Capital Management DBA Alpha Capital Management | 0.28% | Reduce -0.3% | 5,628 | $1.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.10% | Add +98.1% | 5,571 | $1.5M |
| Interchange Capital Partners, LLC | 0.52% | Reduce -1.8% | 5,556 | $1.5M |
| Chandler Asset Management, Inc. | 0.28% | No change | 5,533 | $1.5M |
| Marks Group Wealth Management, Inc | 0.14% | Add +0.6% | 5,523 | $1.5M |
| Beacon Financial Group | 0.16% | No change | 5,517 | $1.5M |
| Mayport, LLC | 0.46% | No change | 5,470 | $1.4M |
| Affinity Capital Advisors, LLC | 0.28% | Reduce -6.4% | 5,456 | $1.4M |
| KPP Advisory Services LLC | 0.34% | Reduce -1.4% | 5,443 | $1.4M |
| Plimoth Trust Co. LLC | 0.36% | Add +5.7% | 5,435 | $1.4M |
| Everhart Financial Group, Inc. | 0.32% | Add +3.9% | 5,434 | $1.4M |
| Mustard Seed Financial, LLC | 1.19% | Reduce -0.2% | 5,423 | $1.4M |
| Strata Wealth Advisors, LLC | 0.46% | Add +10.7% | 5,398 | $1.4M |
| Fermata Advisors, LLC | 0.29% | Add +70.2% | 5,396 | $1.4M |
| Landmark Wealth Management, LLC | 0.62% | New | 5,380 | $1.4M |
| Courier Capital LLC | 0.10% | Add +3.9% | 5,354 | $1.4M |
| TrueWealth Advisors, LLC | 0.47% | Reduce -2.0% | 5,347 | $1.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.04% | Reduce -0.4% | 5,328 | $1.4M |
| Inspirion Wealth Advisors, LLC | 0.20% | No change | 5,312 | $1.4M |
| Silver Oak Securities, Incorporated | 0.15% | Add +23.3% | 5,530 | $1.4M |
| Strategies Wealth Advisors, LLC | 0.19% | Add +5.2% | 5,255 | $1.4M |
| Biltmore Family Office, LLC | 0.23% | No change | 5,180 | $1.4M |
| Heritage Wealth Management, Inc. | 0.45% | Reduce -9.0% | 5,148 | $1.4M |
| Clear Harbor Asset Management, LLC | 0.11% | Reduce -0.3% | 5,146 | $1.4M |
| Garden State Investment Advisory Services LLC | 0.44% | Reduce -1.5% | 5,143 | $1.4M |
| Foster Dykema Cabot & Partners, LLC | 0.11% | New | 5,137 | $1.4M |
| WT Wealth Management | 0.43% | Add +29.4% | 4,999 | $1.4M |
| Portland Global Advisors LLC | 0.17% | Reduce -0.6% | 5,121 | $1.4M |
| Voisard Asset Management Group, Inc. | 0.56% | Reduce -1.2% | 5,119 | $1.4M |
| Taylor & Morgan Wealth Management, LLC | 0.91% | No change | 5,115 | $1.3M |
| Balentine LLC | 0.05% | Add +12.4% | 5,098 | $1.3M |
| Center for Financial Planning, Inc. | 0.18% | No change | 5,096 | $1.3M |
| Advisory Research Inc. | 0.24% | No change | 5,095 | $1.3M |
| Weil Company, Inc. | 0.44% | Add +36.7% | 5,093 | $1.3M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Add +29.3% | 5,081 | $1.3M |
| Mill Creek Capital Advisors, LLC | 0.03% | Add +81.8% | 5,059 | $1.3M |
| Ramsay, Stattman, Vela & Price, Inc. | 0.25% | No change | 5,055 | $1.3M |
| Wetzel Investment Advisors, Inc. | 0.67% | Add +2309.1% | 5,011 | $1.3M |
| Mission Creek Capital Partners, Inc. | 0.31% | Add +19.2% | 5,001 | $1.3M |
| Stillwater Capital Advisors, LLC | 0.17% | New | 5,000 | $1.3M |
| Proffitt & Goodson Inc. | 0.22% | Reduce -54.1% | 4,995 | $1.3M |
| Crewe Advisors LLC | 0.15% | Add +0.7% | 4,974 | $1.3M |
| Colonial Trust Co / SC | 0.20% | Add +97.5% | 4,954 | $1.3M |
| MidAtlantic Capital Management, Inc. | 0.95% | Add +2.2% | 4,944 | $1.3M |
| Trajan Wealth LLC | 0.08% | Add +7.6% | 4,899 | $1.3M |
| LexAurum Advisors, LLC | 0.29% | Reduce -5.5% | 4,874 | $1.3M |
| Nvest Financial, LLC | 0.73% | Reduce -1.8% | 4,866 | $1.3M |
| Alpha Cubed Investments, LLC | 0.06% | Add +80.4% | 4,832 | $1.3M |
| Good Life Advisors, LLC | 0.08% | Add +46.4% | 4,826 | $1.3M |
| MAS Advisors LLC | 2.72% | Reduce -0.2% | 4,826 | $1.3M |
| AQR Capital Management | 0.00% | New | 4,813 | $1.3M |
| Mitchell Sinkler & Starr | 0.32% | Add +0.6% | 4,796 | $1.3M |
| HM Payson & Co. | 0.02% | Reduce -4.3% | 4,786 | $1.3M |
| Mma Asset Management LLC | 0.34% | Add +6.1% | 4,773 | $1.3M |
| EagleClaw Capital Managment, LLC | 0.21% | No change | 4,765 | $1.3M |
| SageView Advisory Group, LLC | 0.06% | Reduce -26.6% | 4,722 | $1.2M |
| Hibernia Wealth Partners, LLC | 0.43% | Add +84.3% | 4,697 | $1.2M |
| Aspiriant, LLC | 0.05% | Reduce -3.8% | 4,693 | $1.2M |
| German American Bancorp, Inc. | 0.13% | Add +30.0% | 4,656 | $1.2M |
| Spire Wealth Management | 0.04% | Reduce -1.2% | 4,616 | $1.2M |
| Dohj, LLC | 0.28% | Reduce -55.3% | 4,638 | $1.2M |
| Mosaic Financial Group, LLC | 0.86% | Reduce -3.8% | 4,615 | $1.2M |
| Safeguard Financial, LLC | 0.29% | Reduce -2.2% | 4,612 | $1.2M |
| FineMark National Bank & Trust | 0.04% | Add +6.5% | 4,597 | $1.2M |
| Operose Advisors LLC | 0.39% | Add +0.1% | 4,597 | $1.2M |
| Ami Investment Management Inc. | 0.41% | Add +3.9% | 4,585 | $1.2M |
| Southland Equity Partners LLC | 0.29% | Reduce -3.0% | 4,578 | $1.2M |
| Nicolet Bankshares Inc. | 0.24% | Reduce -0.8% | 4,551 | $1.2M |
| Capstone Wealth Management Group, LLC | 0.71% | Add +0.4% | 4,528 | $1.2M |
| Montecito Bank & Trust | 0.20% | Add +1.1% | 4,519 | $1.2M |
| Callan Family Office, LLC | 0.20% | Add +48.8% | 4,508 | $1.2M |
| R. W. Roge & Company, Inc. | 0.64% | Reduce -3.1% | 4,509 | $1.2M |
| First County Bank | 0.59% | Add +21.2% | 4,498 | $1.2M |
| Garrison Point Advisors, LLC | 0.73% | Add +9.6% | 4,495 | $1.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Reduce -6.5% | 4,487 | $1.2M |
| OLIO Financial Planning | 0.50% | No change | 5,045 | $1.2M |
| Ironwood Investment Counsel, LLC | 0.20% | Reduce -0.7% | 4,448 | $1.2M |
| ARK & TLK Investments, LLC | 0.42% | No change | 4,440 | $1.2M |
| High Note Wealth, LLC | 0.33% | Reduce -0.5% | 4,439 | $1.2M |
| Lutz Financial Services LLC | 0.09% | Reduce -0.6% | 4,411 | $1.2M |
| Measured Wealth Private Client Group, LLC | 0.39% | Add +0.0% | 4,401 | $1.2M |
| Clarius Group, LLC | 0.08% | Reduce -6.0% | 4,393 | $1.2M |
| Kellett Wealth Advisors, LLC | 0.83% | Reduce -15.1% | 4,387 | $1.2M |
| Bluestem Financial Advisors, LLC | 0.54% | Reduce -5.6% | 4,373 | $1.2M |
| Sachem Hill LLC | 0.23% | No change | 4,360 | $1.2M |
| Clear Creek Financial Management, LLC | 0.13% | Add +7.2% | 4,359 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -66.5% | 4,354 | $1.1M |
| Old National Bancorp | 0.03% | Add +1.1% | 4,350 | $1.1M |
| Hilltop National Bank | 0.35% | Add +16.3% | 4,339 | $1.1M |
| Omega Financial Group, LLC | 0.43% | Add +0.3% | 4,307 | $1.1M |
| Cornerstone Wealth Group, LLC | 0.09% | Add +0.6% | 4,307 | $1.1M |
| Bowman & Co S.C. | 0.60% | Add +4.6% | 4,304 | $1.1M |
| Mogy Joel R Investment Counsel Inc. | 0.07% | No change | 4,305 | $1.1M |
| Wealth Architects, LLC | 0.13% | No change | 4,281 | $1.1M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -19.2% | 4,268 | $1.1M |
| Koss-Olinger Consulting, LLC | 0.10% | Reduce -3.2% | 4,262 | $1.1M |
| RPS Advisory Solutions LLC | 0.80% | Reduce -12.0% | 4,259 | $1.1M |
| Rockland Trust Co. | 0.06% | Reduce -2.9% | 4,248 | $1.1M |
| TFB Advisors LLC | 0.33% | Reduce -8.2% | 4,236 | $1.1M |
| Chapin Davis, Inc. | 0.36% | Add +1.3% | 4,188 | $1.1M |
| Sightline Wealth Advisors, LLC | 0.61% | Reduce -17.0% | 4,183 | $1.1M |
| Acas, LLC | 0.91% | Reduce -6.1% | 4,167 | $1.1M |
| Delta Financial Advisors LLC | 0.40% | Add +0.2% | 4,167 | $1.1M |
| Simon Quick Advisors, LLC | 0.07% | Add +29.5% | 4,139 | $1.1M |
| CJM Wealth Advisers, Ltd. | 0.37% | Add +0.0% | 4,130 | $1.1M |
| TFC Financial Management, Inc. | 0.17% | Reduce -0.1% | 4,119 | $1.1M |
| Baker Tilly Wealth Management, LLC | 0.48% | Add +2.2% | 4,116 | $1.1M |
| Empowered Funds, LLC | 0.02% | No change | 4,104 | $1.1M |
| Cibc World Market Inc. | 0.00% | Add +3.1% | 4,089 | $1.1M |
| StrongBox Wealth, LLC | 0.46% | Add +1.4% | 4,081 | $1.1M |
| Rothschild Wealth LLC | 0.32% | Add +6.5% | 4,078 | $1.1M |
| Birch Hill Investment Advisors LLC | 0.05% | Add +0.1% | 4,073 | $1.1M |
| Cary Street Partners Asset Management LLC | 0.14% | Add +3.0% | 4,070 | $1.1M |
| Summit Trail Advisors, LLC | 0.03% | Reduce -9.3% | 4,066 | $1.1M |
| Longview Financial Advisors, Inc. | 0.78% | No change | 4,044 | $1.1M |
| Fairview Capital Investment Management, LLC | 0.06% | Add +107.1% | 4,039 | $1.1M |
| Hiley Hunt Wealth Management | 0.61% | Reduce -1.1% | 4,024 | $1.1M |
| Greenhouse Wealth Management, LLC | 0.71% | Add +1.2% | 4,010 | $1.1M |
| Mitchell Capital Management Co. | 0.18% | No change | 3,998 | $1.1M |
| Peoples Financial Services Corp. | 0.48% | Add +11.1% | 3,991 | $1.1M |
| Donor Advised Charitable Giving, Inc. | 0.03% | New | 3,987 | $1.1M |
| Trust Point Inc. | 0.08% | Reduce -20.6% | 3,974 | $1.0M |
| Triangle Securities Wealth Management | 0.27% | No change | 3,945 | $1.0M |
| Fortitude Advisory Group L.L.C. | 0.66% | Add +5.3% | 3,940 | $1.0M |
| Stephen J. Garry & Associates, LLC | 0.98% | No change | 3,915 | $1.0M |
| Gotham Asset Management | 0.01% | Add +17.8% | 3,911 | $1.0M |
| WealthBridge Capital Management, LLC | 0.30% | Add +0.0% | 3,910 | $1.0M |
| Synergy Financial Group, LTD | 0.98% | Add +4.2% | 3,894 | $1.0M |
| OMNI 360 Wealth, Inc. | 0.70% | Reduce -9.4% | 3,890 | $1.0M |
| LifePlan Financial, LLC | 0.88% | Reduce -1.6% | 3,867 | $1.0M |
| Advisor OS, LLC | 0.10% | Reduce -0.4% | 3,858 | $1.0M |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 3,855 | $1.0M |
| Tritonpoint Wealth, LLC | 0.09% | Add +27.7% | 3,856 | $1.0M |
| Sound Income Strategies, LLC | 0.07% | Add +14.7% | 3,842 | $1.0M |
| Consolidated Portfolio Review Corp | 0.23% | Reduce -1.9% | 3,838 | $1.0M |
| Kennebec Savings Bank | 1.00% | — | 3,836 | $1.0M |
| Covenant Asset Management, LLC | 0.22% | Add +8.0% | 3,832 | $1.0M |
| Aspen Grove Capital, LLC | 0.22% | Add +1.4% | 3,826 | $1.0M |
| Cypress Point Wealth Management, LLC | 0.39% | Reduce -0.3% | 3,800 | $1.0M |
| Carolinas Wealth Consulting LLC | 0.18% | Reduce -1.7% | 3,794 | $1.0M |
| Summit Wealth Partners, LLC | 0.19% | Add +1.4% | 3,791 | $1.0M |
| Smartleaf Asset Management LLC | 0.12% | Reduce -13.8% | 3,794 | $998K |
| Kwmg, LLC | 0.10% | Reduce -1.6% | 3,782 | $998K |
| Hobbs Group Advisors, LLC | 0.36% | Add +0.1% | 3,768 | $994K |
| Farnam Financial LLC | 1.09% | — | 3,768 | $994K |
| 17 Capital Partners, LLC | 0.65% | Add +5.8% | 3,759 | $992K |
| Neuberger Berman Group LLC | 0.00% | Reduce -11.2% | 3,745 | $988K |
| Fifth Third Wealth Advisors LLC | 0.06% | Reduce -2.0% | 3,744 | $988K |
| Fort Sheridan Advisors LLC | 0.15% | Add +2.3% | 3,739 | $986K |
| Kuhn & Co Investment Counsel | 0.84% | Add +0.6% | 3,738 | $986K |
| MJP Associates Inc. | 0.19% | Add +0.3% | 3,734 | $985K |
| MilWealth Group LLC | 0.29% | Reduce -1.2% | 3,732 | $985K |
| Savvy Advisors, Inc. | 0.20% | Reduce -33.3% | 3,731 | $984K |
| Mission Wealth Management, LP | 0.02% | Add +11.8% | 3,727 | $983K |
| Allegheny Financial Group | 0.24% | Add +1.1% | 3,715 | $980K |
| LJI Wealth Management, LLC | 0.20% | Reduce -2.1% | 3,712 | $979K |
| Plancorp, LLC | 0.04% | Add +0.9% | 3,712 | $979K |
| Silvia McColl Wealth Management, LLC | 0.73% | Reduce -71.7% | 3,693 | $974K |
| TFG Advisers LLC | 0.35% | Reduce -1.5% | 3,693 | $974K |
| Stonebridge Financial Planning Group, LLC | 0.46% | Add +8.9% | 3,685 | $972K |
| Ardent Capital Management, Inc. | 0.44% | No change | 3,680 | $971K |
| Coastline Trust Co | 0.11% | Add +46.5% | 3,656 | $965K |
| Revisor Wealth Management LLC | 0.60% | Add +73.3% | 3,652 | $964K |
| Pinnacle Bancorp, Inc. | 0.25% | Add +2.9% | 3,609 | $952K |
| Marotta Asset Management | 0.19% | No change | 3,601 | $950K |
| Riverview Trust Co | 0.83% | No change | 3,592 | $948K |
| Harbor Investment Advisory, LLC | 0.09% | Add +41.0% | 3,592 | $948K |
| Hancock Whitney Corp. | 0.03% | No change | 3,561 | $939K |
| Aspire Wealth Management Corp | 0.51% | Reduce -13.1% | 3,558 | $939K |
| Johnson Financial Group, LLC | 0.11% | No change | 3,555 | $938K |
| Chemistry Wealth Management LLC | 0.22% | Reduce -2.5% | 3,544 | $935K |
| Melone Private Wealth, LLC | 0.50% | Add +0.4% | 3,539 | $934K |
| Aire Advisors, LLC | 0.21% | No change | 3,528 | $931K |
| Madden Advisory Services, Inc. | 0.42% | Add +1.4% | 3,509 | $926K |
| Collective Family Office LLC | 0.25% | Reduce -3.0% | 3,507 | $925K |
| Pallas Capital Advisors LLC | 0.04% | Reduce -19.4% | 3,470 | $924K |
| Berry Wealth Group, LP | 0.66% | Add +2.8% | 3,495 | $922K |
| Platform Technology Partners | 0.29% | Add +8.8% | 3,491 | $921K |
| Mascoma Wealth Management LLC | 0.23% | Add +23.2% | 3,471 | $916K |
| Sigma Investment Counselors Inc. | 0.05% | No change | 3,469 | $915K |
| Beaird Harris Wealth Management, LLC | 0.08% | Add +999.4% | 3,452 | $911K |
| Oxbow Advisors, LLC | 0.09% | No change | 3,400 | $897K |
| Lazard Asset Management LLC | 0.00% | No change | 3,400 | $897K |
| Matrix Private Capital Group LLC | 0.51% | No change | 3,374 | $890K |
| Guardian Wealth Advisors, LLC | 0.55% | Reduce -3.0% | 3,364 | $888K |
| O'ROURKE & COMPANY, Inc | 0.44% | Add +8.4% | 3,361 | $887K |
| Goodwin Investment Advisory | 0.38% | Reduce -0.3% | 3,357 | $886K |
| Fragasso Financial Advisors Inc | 0.07% | Add +6.5% | 3,302 | $871K |
| NTV Asset Management LLC | 0.12% | No change | 3,287 | $867K |
| Traphagen Investment Advisors LLC | 0.09% | Reduce -0.2% | 3,284 | $866K |
| Evanson Asset Management, LLC | 0.06% | Reduce -12.8% | 3,283 | $866K |
| Garde Capital, Inc. | 0.06% | Add +1.8% | 3,281 | $866K |
| SC&H Financial Advisors, Inc. | 0.19% | No change | 3,281 | $866K |
| Peterson Wealth Advisors, LLC | 0.16% | Reduce -1.9% | 3,251 | $858K |
| Legacy Private Trust Co. | 0.06% | Reduce -4.4% | 3,240 | $855K |
| Deutsche Bank AG | 0.00% | No change | 3,240 | $855K |
| Accredited Investors Inc. | 0.05% | Add +8.5% | 3,201 | $845K |
| GDS Wealth Management | 0.08% | Reduce -94.9% | 3,198 | $844K |
| HBW Advisory Services LLC | 0.12% | Reduce -3.0% | 3,198 | $844K |
| Alexander Labrunerie & Co., Inc. | 0.39% | Reduce -0.8% | 3,190 | $842K |
| Keeley-Teton Advisors, LLC | 0.09% | Add +1.3% | 3,188 | $841K |
| MBM Wealth Consultants, LLC | 0.26% | Reduce -4.7% | 3,168 | $836K |
| Plan Group Financial, LLC | 0.44% | Reduce -8.9% | 3,161 | $834K |
| Blue Barn Wealth, LLC | 0.42% | Reduce -1.3% | 3,131 | $826K |
| Oldfather Financial Services, LLC | 0.32% | No change | 3,117 | $822K |
| Nottingham Advisors, Inc. | 0.09% | Add +43.0% | 3,117 | $822K |
| Fishman Jay A Ltd. | 0.08% | Reduce -14.2% | 3,117 | $822K |
| Cambridge Financial Group, LLC | 0.34% | Add +0.6% | 3,117 | $822K |
| Sovereign Financial Group, Inc. | 0.19% | Add +4.5% | 3,109 | $820K |
| Renaissance Technologies | 0.00% | New | 3,100 | $818K |
| WBH Advisory Inc. | 0.08% | Reduce -3.6% | 3,087 | $815K |
| Cassaday & Co Wealth Management LLC | 0.02% | Reduce -3.7% | 3,085 | $814K |
| Litman Gregory Wealth Management LLC | 0.07% | No change | 3,081 | $813K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -4.5% | 3,048 | $804K |
| Twin Peaks Wealth Advisors, LLC | 0.37% | Add +18.3% | 3,035 | $801K |
| Strategic Equity Management | 0.38% | Add +48.9% | 2,999 | $791K |
| Florida Financial Advisors, LLC | 0.41% | Reduce -20.3% | 2,995 | $790K |
| Breakwater Capital Group | 0.16% | Add +6.6% | 2,994 | $790K |
| Tranquility Partners, LLC | 0.29% | Add +0.1% | 2,987 | $788K |
| Waterloo Capital, L.P. | 0.09% | Reduce -13.6% | 2,984 | $787K |
| Independence Bank of Kentucky | 0.17% | Reduce -10.9% | 2,979 | $786K |
| Waldron Private Wealth LLC | 0.03% | Add +1.7% | 2,974 | $786K |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -7.0% | 2,974 | $785K |
| Towneley Capital Management, Inc / DE | 0.18% | Reduce -27.6% | 2,955 | $780K |
| Summit Investment Advisory Services, LLC | 0.41% | New | 2,951 | $779K |
| Convergence Financial, LLC | 0.16% | Add +22.8% | 2,939 | $775K |
| Muirfield Wealth Advisors LLC | 0.66% | Add +2.4% | 2,938 | $775K |
| Monterey Private Wealth, Inc. | 0.26% | Reduce -2.9% | 2,902 | $766K |
| Gryphon Financial Partners LLC | 0.11% | Add +0.4% | 2,901 | $765K |
| QRG Capital Management, Inc. | 0.01% | Add +21.0% | 2,877 | $759K |
| Brass Tax Wealth Management, Inc. | 0.16% | Add +12.5% | 2,874 | $758K |
| Selective Wealth Management, Inc. | 0.31% | Reduce -27.7% | 2,870 | $754K |
| Aufman Associates Inc | 0.48% | Add +0.7% | 2,846 | $751K |
| First Business Financial Services, Inc. | 0.07% | No change | 2,832 | $747K |
| Fulton Bank, N.A. | 0.03% | Add +15.9% | 2,830 | $747K |
| Private Wealth Group, LLC | 0.37% | No change | 2,826 | $746K |
| FAS Wealth Partners, Inc. | 0.06% | Add +226.7% | 2,819 | $744K |
| Grant/GrossMendelsohn, LLC | 0.32% | Add +22.1% | 2,818 | $743K |
| CFS Investment Advisory Services, LLC | 0.06% | Reduce -50.4% | 2,811 | $742K |
| Blossom Wealth Management | 1.49% | Add +3.7% | 2,810 | $741K |
| Freestone Capital Holdings, LLC | 0.03% | Add +8.6% | 2,783 | $734K |
| Walled Lake Planning & Wealth Management, LLC | 0.28% | Add +5.5% | 2,782 | $734K |
| Boston Mountain Money Management Inc. | 0.42% | Add +28.1% | 2,771 | $731K |
| First Interstate Bank | 0.04% | Add +41.7% | 2,763 | $729K |
| American National Bank & Trust | 0.09% | Add +0.9% | 2,761 | $728K |
| Sheaff Brock Investment Advisors, LLC | 0.06% | Add +3.2% | 2,758 | $728K |
| Foundations Investment Advisors, LLC | 0.02% | Add +9.9% | 2,739 | $723K |
| Advance Capital Management, Inc. | 0.03% | Reduce -0.9% | 2,737 | $722K |
| NorthRock Partners, LLC | 0.02% | Reduce -9.7% | 2,736 | $722K |
| Pecaut & Co. | 0.26% | Reduce -6.9% | 2,734 | $721K |
| Quadcap Wealth Management, LLC | 0.11% | Reduce -6.9% | 2,732 | $721K |
| ETF Store, Inc. | 0.74% | Reduce -0.4% | 2,714 | $716K |
| Florida Trust Wealth Management Co | 0.02% | No change | 2,710 | $715K |
| Westshore Wealth, LLC | 0.29% | Add +0.1% | 2,706 | $714K |
| Moody LYNN Lieberson & Walker, LLC | 0.04% | No change | 2,693 | $711K |
| Thomasville National Bank | 0.05% | No change | 2,684 | $708K |
| Adamsbrown Wealth Consultants LLC | 0.25% | Add +4.0% | 2,680 | $707K |
| Vantage Financial Partners, LLC | 0.18% | Add +16.7% | 2,679 | $707K |
| Johnson Financial Group, Inc. | 0.03% | Add +7.2% | 2,675 | $706K |
| Eagle Strategies LLC | 0.13% | Reduce -83.7% | 2,670 | $704K |
| Advisory Alpha, LLC | 0.03% | Reduce -3.9% | 2,666 | $704K |
| Onyx Bridge Wealth Group LLC | 0.11% | Reduce -8.6% | 2,666 | $703K |
| Avantax Planning Partners, Inc. | 0.03% | Add +1.2% | 2,666 | $703K |
| Pachira Investments Inc. | 0.54% | Add +0.5% | 2,656 | $701K |
| Hutchens & Kramer Investment Management Group, LLC | 0.39% | Reduce -1.2% | 2,669 | $700K |
| Sapient Capital LLC | 0.01% | Add +3.7% | 2,653 | $700K |
| Keystone Wealth Services, LLC | 0.19% | Reduce -13.1% | 2,642 | $697K |
| Blue Bell Private Wealth Management, LLC | 0.13% | Reduce -4.5% | 2,637 | $696K |
| Fiduciary Alliance LLC | 0.09% | Add +23.0% | 2,631 | $694K |
| Ti-Trust, Inc. | 0.50% | Add +26.3% | 2,630 | $694K |
| Libra Wealth LLC | 0.28% | No change | 2,628 | $693K |
| Alerus Financial NA | 0.05% | Reduce -51.1% | 2,628 | $693K |
| Quadrant Capital Group LLC | 0.05% | No change | 2,625 | $693K |
| Channel Wealth LLC | 0.23% | Add +3.6% | 2,625 | $693K |
| Geneva Partners, LLC | 0.30% | Add +8.3% | 2,622 | $692K |
| Certuity, LLC | 0.07% | Reduce -54.2% | 2,615 | $690K |
| Naples Global Advisors, LLC | 0.06% | No change | 2,604 | $687K |
| Horst & Graben Wealth Management LLC | 0.12% | Add +0.2% | 2,597 | $685K |
| Warwick Investment Management, Inc. | 0.16% | Reduce -0.5% | 2,587 | $683K |
| BIP Wealth, LLC | 0.05% | Add +26.3% | 2,586 | $682K |
| Sonoma Private Wealth LLC | 1.06% | Reduce -6.0% | 2,575 | $679K |
| Diversify Advisory Services, LLC | 0.04% | Add +1.5% | 2,545 | $679K |
| Schnieders Capital Management LLC | 0.13% | New | 2,572 | $679K |
| Ranch Capital Advisors Inc. | 0.32% | Reduce -5.9% | 2,570 | $678K |
| Lee Danner & Bass Inc. | 0.05% | Reduce -2.3% | 2,550 | $673K |
| Riverstone Advisors, LLC | 0.39% | No change | 2,547 | $672K |
| Old North State Trust, LLC | 0.54% | Reduce -0.9% | 2,536 | $669K |
| DF Dent & Co. Inc. | 0.01% | No change | 2,533 | $668K |
| Slow Capital, Inc. | 0.10% | Add +0.7% | 2,529 | $667K |
| 49 Wealth Management, LLC | 0.11% | Add +6.9% | 2,522 | $665K |
| Moloney Securities Asset Management, LLC | 0.09% | Add +35.4% | 2,518 | $664K |
| Buttonwood Financial Advisors Inc. | 0.29% | Reduce -8.3% | 2,516 | $664K |
| Welch Group, LLC | 0.03% | Reduce -1.6% | 2,514 | $663K |
| Grandfield & Dodd, LLC | 0.04% | No change | 2,509 | $662K |
| Blue Trust, Inc. | 0.01% | Reduce -9.6% | 2,703 | $654K |
| Eagle Wealth Strategies LLC | 0.48% | Reduce -2.5% | 2,480 | $654K |
| Strategic Blueprint, LLC | 0.04% | Add +5.3% | 2,479 | $654K |
| Milestone Investment Advisors LLC | 0.18% | Reduce -0.8% | 2,476 | $653K |
| Penobscot Investment Management Company, Inc. | 0.06% | Add +26.1% | 2,476 | $653K |
| Fisher Asset Management | 0.00% | Reduce -33.2% | 2,474 | $653K |
| Heritage Financial Services, LLC | 0.09% | Reduce -6.1% | 2,473 | $652K |
| American Institute for Advanced Investment Management, LLP | 0.47% | Reduce -3.1% | 2,473 | $652K |
| Webster Bank, N. A. | 0.07% | Reduce -7.2% | 2,466 | $651K |
| Park Edge Advisors, LLC | 0.19% | Reduce -1.7% | 2,463 | $650K |
| Diligent Investors, LLC | 0.15% | No change | 2,456 | $648K |
| TAP Consulting, LLC | 0.13% | Add +0.4% | 2,455 | $648K |
| Howard Capital Management Group, LLC | 0.05% | No change | 2,453 | $647K |
| Clarity Capital Partners LLC | 0.38% | Add +22.8% | 2,450 | $646K |
| Boston Financial Mangement LLC | 0.02% | Add +11.0% | 2,448 | $646K |
| Eagle Bay Advisors LLC | 0.25% | No change | 2,445 | $645K |
| Optivise Advisory Services LLC | 0.34% | Add +1.4% | 2,441 | $644K |
| Clarity Capital Advisors, LLC | 0.46% | Add +12.9% | 2,427 | $640K |
| TNF LLC | 0.23% | Add +0.0% | 2,398 | $638K |
| Valley Forge Investment Consultants Inc. Adv | 0.22% | Reduce -8.6% | 2,417 | $638K |
| Baron Wealth Management LLC | 0.31% | Add +0.3% | 2,413 | $637K |
| Paulson Wealth Management Inc. | 0.17% | Reduce -7.0% | 2,412 | $636K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.14% | Add +0.1% | 2,379 | $628K |
| Bakala Capital LLC | 4.14% | Add +2.7% | 2,357 | $622K |
| CWA Asset Management Group, LLC | 0.03% | — | 2,355 | $621K |
| Sonata Capital Group Inc. | 0.26% | No change | 2,342 | $618K |
| Financial Strategies Group, Inc. | 0.14% | Add +2.2% | 2,298 | $618K |
| FC Advisory LLC | 0.21% | Add +131.5% | 2,324 | $613K |
| Signaturefd, LLC | 0.01% | Reduce -19.7% | 2,324 | $613K |
| Annex Advisory Services, LLC | 0.02% | Reduce -9.5% | 2,319 | $612K |
| Busey Bank | 0.02% | Add +10.7% | 2,312 | $610K |
| GW&K Investment Management, LLC | 0.01% | No change | 2,303 | $608K |
| Fort Vancouver Investment Management, LLC | 0.52% | No change | 2,303 | $608K |
| Guyasuta Investment Advisors Inc. | 0.04% | Add +60.8% | 2,301 | $607K |
| Novak & Powell Financial Services, Inc. | 0.35% | Reduce -3.8% | 2,301 | $607K |
| Herold Advisors, Inc. | 0.13% | Reduce -2.0% | 2,293 | $605K |
| Moser Wealth Advisors, LLC | 0.31% | Reduce -1.5% | 2,280 | $602K |
| Willis Investment Counsel | 0.04% | No change | 2,276 | $600K |
| Kelman-Lazarov, Inc. | 0.10% | No change | 2,268 | $598K |
| CPC Advisors, LLC | 0.09% | Reduce -79.1% | 2,268 | $598K |
| Falcon Wealth Planning | 0.07% | Reduce -5.7% | 2,253 | $595K |
| BSW Wealth Partners | 0.09% | Reduce -0.8% | 2,250 | $594K |
| Davidson Trust Co. | 0.30% | Add +0.4% | 2,246 | $592K |
| Orrstown Financial Services Inc. | 0.17% | Reduce -42.7% | 2,237 | $590K |
| L. Roy Papp & Associates, LLP | 0.07% | Add +0.9% | 2,218 | $585K |
| Francis Financial, Inc. | 0.15% | Add +3.3% | 2,210 | $583K |
| Sunburst Financial Group, LLC | 0.15% | No change | 2,201 | $581K |
| Per Stirling Capital Management, LLC. | 0.08% | Add +2.8% | 2,200 | $581K |
| Wambolt & Associates, LLC | 0.16% | Reduce -7.5% | 2,199 | $577K |
| Sequent Asset Management, LLC | 0.28% | Reduce -50.0% | 2,187 | $577K |
| First Trust Direct Indexing L.P. | 0.03% | Add +41.7% | 2,172 | $573K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 2,171 | $573K |
| Everstar Asset Management, LLC | 0.39% | — | 2,170 | $573K |
| Diversified Portfolios, Inc. | 0.06% | Reduce -4.4% | 2,169 | $572K |
| Kennicott Capital Management LLC | 0.22% | No change | 2,168 | $572K |
| Oakworth Capital, Inc. | 0.04% | No change | 2,165 | $571K |
| Olistico Wealth, LLC | 0.34% | Reduce -0.1% | 2,132 | $563K |
| ABLE Financial Group, LLC | 0.17% | Add +14.0% | 2,131 | $562K |
| Alpha Financial Partners LLC | 0.40% | New | 2,126 | $561K |
| Ehrlich Financial Group | 0.40% | No change | 2,126 | $561K |
| Paces Ferry Wealth Advisors, LLC | 0.32% | Add +0.8% | 2,121 | $559K |
| Journey Strategic Wealth LLC | 0.02% | Add +4.6% | 2,119 | $559K |
| S&T Bank | 0.15% | Reduce -8.4% | 2,116 | $558K |
| Ascent Group, LLC | 0.04% | Add +6.3% | 2,112 | $557K |
| Financial Alternatives, Inc | 0.39% | No change | 2,110 | $557K |
| Signal Advisors Wealth, LLC | 0.08% | New | 2,105 | $555K |
| WealthShield Partners, LLC | 0.07% | Add +113.3% | 2,092 | $552K |
| Global Strategic Investment Solutions, LLC | 0.06% | Add +0.1% | 2,089 | $551K |
| L.M. Kohn & Company | 0.14% | Add +55.0% | 2,068 | $546K |
| Accel Wealth Management | 0.20% | Add +0.2% | 2,063 | $544K |
| DGS Capital Management, LLC | 0.15% | Reduce -13.6% | 2,061 | $544K |
| Lodestone Wealth Management LLC | 0.27% | Reduce -7.5% | 2,059 | $543K |
| Lyell Wealth Management, LP | 0.05% | No change | 2,057 | $543K |
| Beacon Investment Advisory Services, Inc. | 0.02% | Add +13.9% | 2,052 | $541K |
| Dark Forest Capital Management LP | 0.07% | New | 2,048 | $540K |
| Forum Financial Management, LP | 0.01% | Add +24.9% | 2,046 | $540K |
| Wells Trecaso Financial Group, LLC | 0.18% | No change | 2,038 | $538K |
| Palisade Asset Management, LLC | 0.05% | No change | 2,037 | $537K |
| Mayfair Advisory Group, LLC | 0.34% | No change | 2,025 | $534K |
| Nixon Peabody Trust Co. | 0.04% | No change | 2,020 | $533K |
| Clark Asset Management, LLC | 0.11% | New | 2,017 | $532K |
| World Equity Group, Inc. | 0.19% | Reduce -28.3% | 2,011 | $530K |
| RDA Financial Network | 0.16% | Reduce -10.9% | 2,009 | $530K |
| Grey Ledge Advisors, LLC | 0.14% | Reduce -1.8% | 2,007 | $529K |
| Meridian Wealth Partners, LLC | 0.08% | Reduce -1.0% | 2,003 | $528K |
| Marshall Financial Group, LLC | 0.13% | New | 2,002 | $528K |
| Kirtland Hills Capital Management, LLC | 0.29% | New | 1,975 | $521K |
| SIMA Wealth Partners, LLC | 0.45% | Reduce -1.7% | 1,973 | $521K |
| Pacific Sun Financial Corp | 0.29% | Reduce -5.3% | 1,973 | $521K |
| Empirical Asset Management, LLC | 0.19% | Add +0.3% | 1,971 | $520K |
| Pettyjohn, Wood & White, Inc. | 0.10% | Add +0.1% | 1,968 | $519K |
| Equita Financial Network, Inc. | 0.19% | Add +11.6% | 1,969 | $519K |
| Olde Wealth Management, LLC | 0.19% | Reduce -0.8% | 1,964 | $518K |
| Baldwin Investment Management, LLC | 0.06% | Add +0.3% | 1,963 | $518K |
| Octavia Wealth Advisors, LLC | 0.06% | Add +0.1% | 1,959 | $517K |
| Ashton Thomas Securities, LLC | 0.10% | Add +84.7% | 1,952 | $515K |
| Red Door Wealth Management, LLC | 0.09% | Add +9.1% | 1,951 | $515K |
| Capital City Trust Co. | 0.13% | No change | 1,950 | $514K |
| Magnolia Capital Management Ltd. | 0.41% | No change | 1,950 | $514K |
| Unionview, LLC | 0.40% | Add +0.7% | 1,947 | $514K |
| Tyler-Stone Wealth Management | 0.10% | Add +167.9% | 1,934 | $510K |
| Moors & Cabot, Inc. | 0.03% | Add +29.4% | 1,932 | $510K |
| 180 Wealth Advisors, LLC | 0.08% | Reduce -0.9% | 1,931 | $509K |
| Canandaigua National Trust Co of Florida | 0.44% | — | 1,928 | $509K |
| SFG Wealth Management, LLC. | 0.27% | Reduce -4.9% | 1,926 | $508K |
| Silverlake Wealth Management LLC | 0.20% | Add +5.2% | 1,923 | $507K |
| Cynosure Group, LLC | 0.07% | New | 1,920 | $506K |
| Private Management Group Inc. | 0.02% | No change | 1,912 | $504K |
| Burkett Financial Services, LLC | 0.21% | Add +0.7% | 1,907 | $503K |
| Physician Wealth Advisors, Inc. | 0.09% | Add +95.8% | 1,858 | $498K |
| Symphony Financial, Ltd. Co. | 0.08% | Reduce -47.3% | 1,889 | $497K |
| Sterling Financial Planning, Inc. | 0.18% | Reduce -1.6% | 1,874 | $494K |
| Orcam Financial Group | 0.48% | Add +0.5% | 1,870 | $493K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -22.4% | 1,869 | $493K |
| First Western Trust Bank | 0.02% | Add +19.0% | 1,869 | $493K |
| Northeast Financial Group, Inc. | 0.19% | No change | 1,856 | $490K |
| Security National Bank of So Dak | 0.27% | No change | 1,851 | $488K |
| North Star Asset Management Inc. | 0.02% | Add +0.2% | 1,849 | $488K |
| Westmount Partners, LLC | 0.15% | Reduce -1.2% | 1,841 | $486K |
| Galvin, Gaustad & Stein, LLC | 0.04% | No change | 1,839 | $485K |
| Athena Investment Management | 0.28% | No change | 1,839 | $485K |
| Stokes Family Office, LLC | 0.05% | Add +4.9% | 1,834 | $484K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.14% | Add +93.6% | 1,833 | $484K |
| Birchcreek Wealth Management, LLC | 0.32% | Reduce -1.5% | 1,831 | $483K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -3.9% | 1,841 | $482K |
| Stone House Investment Management, LLC | 0.10% | Add +10.1% | 1,824 | $481K |
| McGuire Investment Group, LLC | 0.07% | Add +2.1% | 1,817 | $479K |
| Values Added Financial LLC | 0.30% | Reduce -18.5% | 1,807 | $477K |
| Alpine Global Management, LLC | 0.12% | New | 1,806 | $476K |
| Pacific Sage Partners, LLC | 0.11% | Reduce -2.3% | 1,806 | $476K |
| Raffa Wealth Management, LLC | 0.11% | Add +0.5% | 1,804 | $475K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 1,800 | $475K |
| Balanced Wealth Group LLC | 0.21% | Reduce -24.1% | 1,798 | $474K |
| Saxon Interests, Inc. | 0.22% | Reduce -1.8% | 1,797 | $474K |
| Investment Advisory Group, LLC | 0.16% | Add +0.8% | 1,795 | $473K |
| Shira Ridge Wealth Management | 0.24% | No change | 1,792 | $473K |
| NorthLanding Financial Partners, LLC | 0.47% | Add +0.3% | 1,790 | $472K |
| Centaurus Financial, Inc. | 0.03% | Reduce -83.5% | 1,780 | $470K |
| Howard Wealth Management, LLC | 0.27% | Reduce -0.5% | 1,775 | $468K |
| RVW Wealth, LLC | 0.04% | No change | 1,768 | $466K |
| Financial Partners Group, Inc | 0.07% | Add +0.4% | 1,762 | $465K |
| Avitas Wealth Management LLC | 0.07% | Add +24.9% | 1,758 | $464K |
| Family Firm, Inc. | 0.10% | Add +0.7% | 1,755 | $463K |
| UNIVEST FINANCIAL Corp | 0.03% | New | 1,753 | $463K |
| Curbstone Financial Management Corp | 0.10% | Reduce -59.8% | 1,750 | $462K |
| Indiana Trust & Investment Management Co | 0.16% | Add +133.2% | 1,747 | $461K |
| Compass Advisory Group LLC | 0.18% | Add +32.7% | 1,746 | $461K |
| Mengis Capital Management, Inc. | 0.09% | Reduce -42.8% | 1,738 | $459K |
| Sara-Bay Financial | 0.17% | Reduce -18.2% | 1,731 | $457K |
| Joseph P. Lucia & Associates, LLC | 0.21% | Reduce -1.7% | 1,728 | $456K |
| Personal Cfo Solutions, LLC | 0.06% | Add +4.7% | 1,724 | $455K |
| First Bank & Trust | 0.09% | Reduce -0.6% | 1,712 | $452K |
| Disciplined Investments, LLC | 0.22% | Reduce -1.0% | 1,709 | $451K |
| Aletheian Wealth Advisors LLC | 0.26% | Reduce -32.4% | 1,709 | $451K |
| Summit Wealth & Retirement Planning, Inc. | 0.14% | No change | 1,699 | $448K |
| Granite Harbor Advisors, Inc. | 0.26% | Reduce -0.9% | 1,699 | $448K |
| CGN Advisors LLC | 0.05% | Add +28.0% | 1,698 | $448K |
| River Wealth Advisors LLC | 0.06% | Add +4.7% | 1,686 | $445K |
| ETF Portfolio Partners, Inc. | 0.13% | Reduce -4.0% | 1,682 | $444K |
| WNY Asset Management, LLC | 0.05% | Add +3.8% | 1,680 | $443K |
| Redwood Financial Network Corp | 0.35% | Add +17.4% | 1,680 | $443K |
| Verum Partners LLC | 0.13% | Add +0.4% | 1,680 | $443K |
| Tradewinds Capital Management, LLC | 0.12% | Add +48.1% | 1,672 | $441K |
| Ellsworth Advisors, LLC | 0.11% | Add +0.4% | 1,669 | $440K |
| Heirloom Wealth Management | 0.14% | No change | 1,652 | $436K |
| Mathes Company, Inc. | 0.15% | No change | 1,647 | $435K |
| Washington Trust Bank | 0.04% | Add +20.8% | 1,647 | $435K |
| Willow Creek Wealth Management Inc. | 0.05% | No change | 1,646 | $434K |
| Facet Wealth, Inc. | 0.01% | Add +44.5% | 1,650 | $433K |
| Logan Capital Management Inc. | 0.02% | No change | 1,642 | $433K |
| Hardy Reed LLC | 0.04% | No change | 1,640 | $433K |
| Lake Street Advisors Group, LLC | 0.02% | No change | 1,637 | $432K |
| Plante Moran Financial Advisors, LLC | 0.04% | No change | 1,636 | $432K |
| Bordeaux Wealth Advisors LLC | 0.08% | Add +38.5% | 1,633 | $431K |
| Investment Partners Asset Management, Inc. | 0.35% | No change | 1,624 | $428K |
| Northwest Bank & Trust Co | 0.33% | Add +5.2% | 1,624 | $428K |
| Lifeworks Advisors, LLC | 0.08% | Add +20.6% | 1,620 | $427K |
| GHP Investment Advisors, Inc. | 0.02% | Add +36.5% | 1,616 | $426K |
| Cove Private Wealth, LLC | 0.34% | No change | 1,600 | $422K |
| Strategic Wealth Investment Group, LLC | 0.05% | Reduce -25.9% | 1,603 | $421K |
| New England Private Wealth Advisors LLC | 0.07% | Add +1.5% | 1,590 | $420K |
| Newport Capital Group, LLC | 0.31% | Add +6.3% | 1,584 | $418K |
| Cannell & Spears LLC | 0.01% | Reduce -13.8% | 1,581 | $417K |
| Strategic Financial Services, Inc. | 0.02% | Add +2.3% | 1,576 | $416K |
| Jacobi Capital Management LLC | 0.03% | Add +8.9% | 1,572 | $415K |
| MontVue Capital Management, Inc. | 0.32% | No change | 1,571 | $414K |
| Chicago Capital, LLC | 0.01% | Add +16.8% | 1,568 | $414K |
| Raymond James Trust Co. of NH | 3.40% | Add +13.0% | 1,564 | $413K |
| Vertex Planning Partners, LLC | 0.10% | No change | 1,560 | $412K |
| Transform Wealth, LLC | 0.03% | Reduce -2.5% | 1,548 | $408K |
| Wimmer Associates 1, LLC | 0.20% | No change | 1,547 | $408K |
| Becker Capital Management Inc. | 0.01% | Add +5.8% | 1,543 | $407K |
| Detalus Advisors, LLC | 0.14% | Reduce -5.5% | 1,541 | $406K |
| Russell Investments Group, Ltd. | 0.00% | Add +2.9% | 1,539 | $406K |
| Allred Capital Management, LLC | 0.16% | Add +29.7% | 1,533 | $405K |
| Trueblood Wealth Management, LLC | 0.20% | New | 1,519 | $401K |
| Invesco Ltd. | 0.00% | New | 1,517 | $400K |
| Acorn Wealth Advisors, LLC | 0.17% | Reduce -1.5% | 1,510 | $398K |
| Cora Capital Advisors LLC | 0.20% | Add +12.8% | 1,506 | $397K |
| Berger Financial Group, Inc | 0.03% | Add +15.7% | 1,505 | $397K |
| Aaron Wealth Advisors LLC | 0.05% | Reduce -2.9% | 1,501 | $396K |
| VERITY Wealth Advisors | 0.28% | Add +0.5% | 1,494 | $394K |
| Tradewinds, LLC. | 0.12% | No change | 1,490 | $393K |
| Claro Advisors Inc. | 0.05% | Add +1.9% | 1,489 | $393K |
| Pegasus Partners Ltd. | 0.04% | Add +0.5% | 1,485 | $392K |
| Hardin Capital Partners, LLC | 0.22% | Add +0.2% | 1,482 | $389K |
| Keel Point, LLC | 0.03% | Reduce -2.5% | 1,467 | $387K |
| Intelligence Driven Advisers, LLC | 0.06% | Add +15.2% | 1,464 | $386K |
| Madison Park Capital Advisors, LLC | 0.29% | Add +1.0% | 1,464 | $386K |
| Willis Johnson & Associates, Inc. | 0.03% | Add +1.6% | 1,459 | $385K |
| Live Oak Private Wealth LLC | 0.06% | No change | 1,455 | $384K |
| Sunflower Bank, N.A. | 0.10% | No change | 1,449 | $382K |
| Wealthstream Advisors, Inc. | 0.07% | Reduce -1.2% | 1,447 | $382K |
| Arthur M. Cohen & Associates, LLC | 0.07% | No change | 1,452 | $381K |
| Sloy Dahl & Holst, LLC | 0.07% | Add +0.6% | 1,443 | $381K |
| Bremer Bank National Association | 0.07% | Add +6.1% | 1,436 | $379K |
| Valley National Advisers Inc. | 0.07% | No change | 1,427 | $376K |
| Tower View Wealth Management LLC | 0.20% | Add +0.8% | 1,416 | $373K |
| McCollum Christoferson Group LLC | 0.11% | New | 1,408 | $371K |
| Douglass Winthrop Advisors, LLC | 0.01% | New | 1,404 | $370K |
| Edge Financial Advisors LLC | 0.33% | Reduce -0.1% | 1,404 | $370K |
| Regent Peak Wealth Advisors LLC | 0.09% | Reduce -6.6% | 1,403 | $370K |
| Alta Wealth Advisors LLC | 0.17% | Add +0.4% | 1,398 | $369K |
| EPG Wealth Management LLC | 0.09% | Add +0.0% | 1,397 | $369K |
| Stockman Wealth Management, Inc. | 0.06% | Reduce -43.7% | 1,392 | $367K |
| Fortem Financial Group, LLC | 0.15% | No change | 1,386 | $366K |
| Founders Financial Alliance, LLC | 0.10% | Reduce -5.6% | 1,385 | $365K |
| Granite FO LLC | 0.21% | No change | 1,385 | $365K |
| Lowery Thomas, LLC | 0.25% | Add +0.8% | 1,385 | $365K |
| Parkside Financial Bank & Trust | 0.05% | Reduce -0.1% | 1,382 | $365K |
| Toth Financial Advisory Corp. | 0.04% | Reduce -1.0% | 1,381 | $364K |
| First National Bank of Mount Dora, Trust Investment Services | 0.08% | No change | 1,381 | $364K |
| Canvas Wealth Advisors, LLC | 0.10% | Reduce -17.7% | 1,380 | $364K |
| Mairs & Power Inc. | 0.00% | Reduce -4.6% | 1,378 | $364K |
| Caldwell Sutter Capital, Inc. | 0.17% | Add +0.3% | 1,377 | $363K |
| TBH Global Asset Management, LLC | 0.08% | New | 1,377 | $363K |
| Fort Pitt Capital Group, LLC | 0.01% | No change | 1,375 | $363K |
| FRG Family Wealth Advisors LLC | 0.06% | No change | 1,369 | $361K |
| Better Money Decisions, LLC | 0.26% | Add +0.6% | 1,365 | $360K |
| LifeGuide Financial Advisors, LLC | 0.15% | No change | 1,364 | $360K |
| Family Manage LLC | 0.06% | Reduce -72.5% | 1,362 | $359K |
| Client 1ST Advisory Group, LLC | 0.14% | No change | 1,358 | $358K |
| KOM Wealth Management Group, LLC | 0.30% | Add +4.2% | 1,356 | $358K |
| CWS Financial Advisors, LLC | 0.13% | No change | 1,354 | $357K |
| One Wealth Management Investment & Advisory Services, LLC | 0.63% | Reduce -5.1% | 1,353 | $357K |
| Clearstead Trust, LLC | 0.09% | No change | 1,352 | $357K |
| Vestor Capital, LLC | 0.03% | Add +275.0% | 1,350 | $356K |
| Avaii Wealth Management, LLC | 0.18% | Reduce -0.4% | 1,346 | $355K |
| National Wealth Management Group, LLC | 0.24% | Add +13.4% | 1,338 | $353K |
| HUB Investment Partners, LLC | 0.02% | Reduce -1.4% | 1,333 | $352K |
| Prepared Retirement Institute LLC | 0.21% | Reduce -0.3% | 1,330 | $351K |
| Elevatus Welath Management | 0.11% | New | 1,329 | $351K |
| Strategic Advisors LLC | 0.07% | No change | 1,328 | $350K |
| North Star Investment Management Corp. | 0.02% | Add +0.2% | 1,325 | $350K |
| Fairfield, Bush & Co. | 0.21% | Add +0.5% | 1,318 | $348K |
| Dagco, Inc. | 0.14% | Reduce -91.8% | 1,318 | $348K |
| Bogart Wealth, LLC | 0.02% | Add +3.5% | 1,315 | $347K |
| Turtle Creek Wealth Advisors, LLC | 0.07% | Add +8.8% | 1,312 | $346K |
| Edgestream Partners, L.P. | 0.02% | Add +46.1% | 1,312 | $346K |
| Independent Advisor Alliance | 0.01% | Reduce -54.7% | 1,310 | $346K |
| Cassady Schiller Wealth Management, LLC | 0.13% | Add +13.0% | 1,302 | $344K |
| AlphaStar Capital Management, LLC | 0.03% | Add +12.1% | 1,291 | $341K |
| Fiduciary Financial Group, LLC | 0.08% | Reduce -1.4% | 1,297 | $341K |
| Fortis Capital Advisors, LLC | 0.11% | Reduce -5.8% | 1,288 | $340K |
| First American Trust, FSB | 0.03% | Add +13.4% | 1,285 | $339K |
| Morton Capital Management LLC | 0.07% | Reduce -16.8% | 1,283 | $338K |
| Csenge Advisory Group | 0.02% | Reduce -3.7% | 1,268 | $338K |
| First Community Trust NA | 0.28% | Add +33.7% | 1,281 | $338K |
| 1ST Source Bank | 0.02% | No change | 1,273 | $336K |
| Kings Path Partners LLC | 0.14% | Add +16.3% | 1,272 | $336K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +263.4% | 1,272 | $336K |
| Catalina Capital Group, LLC | 0.11% | No change | 1,269 | $335K |
| Seneca Financial Advisors LLC | 0.16% | No change | 1,266 | $334K |
| Dentgroup LLC | 0.25% | Reduce -7.6% | 1,266 | $334K |
| Madison Wealth Partners, Inc | 0.10% | Add +20.5% | 1,264 | $334K |
| Gimbal Financial | 0.22% | New | 1,252 | $333K |
| Smith Salley Wealth Management | 0.02% | Reduce -7.2% | 1,257 | $332K |
| Whalerock Point Partners, LLC | 0.08% | No change | 1,255 | $331K |
| Naviter Wealth, LLC | 0.05% | Add +2.6% | 1,251 | $330K |
| Legacy Financial Advisors, Inc. | 0.06% | No change | 1,250 | $330K |
| Probity Advisors, Inc. | 0.06% | New | 1,248 | $329K |
| Independence Asset Advisors, LLC | 6.52% | Add +0.7% | 1,247 | $329K |
| David J Yvars Group | 0.20% | No change | 1,243 | $328K |
| Childress Capital Advisors, LLC | 0.09% | No change | 1,241 | $328K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.09% | Add +2.3% | 1,237 | $327K |
| Argent Advisors, Inc. | 0.12% | Add +0.4% | 1,235 | $326K |
| HT Partners LLC | 0.12% | Reduce -5.4% | 1,234 | $326K |
| MKT Advisors LLC | 0.15% | Reduce -0.4% | 1,236 | $324K |
| Center For Asset Management LLC | 0.19% | Add +25.4% | 1,225 | $323K |
| YHB Investment Advisors, Inc. | 0.03% | No change | 1,225 | $323K |
| Fairman Group, LLC | 0.29% | Add +0.7% | 1,222 | $322K |
| Penobscot Wealth Management | 0.17% | Add +5.1% | 1,219 | $322K |
| Unique Wealth, LLC | 0.07% | No change | 1,220 | $322K |
| First Financial Bank - Trust Division | 0.03% | Reduce -1.3% | 1,219 | $322K |
| Obsidian Personal Planning Solutions LLC | 0.17% | Add +0.3% | 1,211 | $318K |
| Tudor Investment Corporation | 0.00% | Reduce -76.5% | 1,204 | $318K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 1,203 | $317K |
| Sharp Wealth Advisory, LLC | 0.24% | Reduce -28.3% | 1,200 | $317K |
| Grunden Financial Advisory, Inc. | 0.16% | No change | 1,200 | $317K |
| Prosperity Planning, Inc. | 0.14% | Add +5.5% | 1,200 | $317K |
| CFO4Life Group, LLC | 0.06% | New | 1,199 | $316K |
| Glassman Wealth Services | 0.05% | Add +0.3% | 1,196 | $316K |
| SYM FINANCIAL Corp | 0.04% | Reduce -1.5% | 1,195 | $315K |
| Fairway Wealth LLC | 0.16% | Add +21.1% | 1,194 | $315K |
| SkyOak Wealth, LLC | 0.07% | No change | 1,189 | $314K |
| Greenleaf Trust | 0.00% | Add +37.6% | 1,185 | $313K |
| Schrum Private Wealth Management LLC | 0.16% | New | 1,182 | $312K |
| Midwest Professional Planners, LTD. | 0.10% | No change | 1,182 | $312K |
| Westside Investment Management, Inc. | 0.07% | No change | 1,191 | $311K |
| ARS Wealth Advisors Group, LLC | 0.04% | Add +1.7% | 1,179 | $311K |
| Townsend Asset Management Corp. /NC/ | 0.12% | Add +0.7% | 1,176 | $310K |
| Powers Advisory Group, LLC | 0.15% | Add +23.1% | 1,173 | $310K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.22% | — | 1,173 | $309K |
| Enzi Wealth | 0.12% | Add +1.9% | 1,151 | $309K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.12% | No change | 1,173 | $308K |
| Capital Advisors Inc. | 0.01% | Add +0.3% | 1,163 | $307K |
| KWB Wealth | 0.04% | Reduce -4.3% | 1,265 | $306K |
| Cambridge Capital Management, LLC | 0.20% | Reduce -3.2% | 1,153 | $304K |
| Clifford Swan Investment Counsel LLC | 0.01% | Add +0.5% | 1,152 | $304K |
| West Michigan Advisors, LLC | 0.09% | Add +1.8% | 1,151 | $304K |
| Byrne Asset Management LLC | 0.21% | Add +0.3% | 1,150 | $303K |
| Cladis Investment Advisory, LLC | 0.21% | Reduce -0.7% | 1,150 | $303K |
| Cadinha & Co. LLC | 0.05% | No change | 1,150 | $303K |
| Cooper Financial Group | 0.04% | Reduce -4.4% | 1,146 | $302K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +65.3% | 1,139 | $300K |
| WMG Financial Advisors, LLC | 0.14% | Reduce -1.7% | 1,137 | $300K |
| Camelot Technology Advisors, Inc. | 0.26% | Reduce -11.8% | 1,132 | $299K |
| Myecfo, LLC | 0.16% | Reduce -13.7% | 1,130 | $298K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.11% | No change | 1,125 | $297K |
| LPF Advisors LLC | 0.25% | No change | 1,124 | $297K |
| Vicus Capital | 0.03% | Add +12.5% | 1,124 | $297K |
| Verition Fund Management LLC | 0.00% | New | 1,124 | $297K |
| Gibbs Wealth Management | 0.10% | New | 1,123 | $296K |
| Ascentis Independent Advisors | 0.05% | Add +8.3% | 1,122 | $296K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +2.4% | 1,119 | $295K |
| Burney Co./ | 0.01% | No change | 1,115 | $294K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Add +0.3% | 1,115 | $294K |
| American Financial & Tax Strategies Inc. | 0.15% | Reduce -7.4% | 1,114 | $294K |
| Lazari Capital Management, Inc. | 0.13% | Add +13.8% | 1,112 | $293K |
| Weitzel Financial Services, Inc. | 0.14% | No change | 1,119 | $293K |
| Hoese & Co LLP | 0.25% | No change | 1,110 | $293K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -8.3% | 1,108 | $292K |
| Bath Savings Trust Co | 0.03% | Reduce -4.8% | 1,103 | $291K |
| Waters Parkerson & Co., LLC | 0.01% | No change | 1,101 | $290K |
| Strategic Financial Concepts, LLC | 0.09% | Reduce -99.5% | 1,099 | $290K |
| Kanawha Capital Management LLC | 0.02% | No change | 1,096 | $289K |
| Kathmere Capital Management, LLC | 0.03% | New | 1,093 | $288K |
| Barrett & Company, Inc. | 0.12% | No change | 1,093 | $288K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 1,091 | $288K |
| Edgemoor Investment Advisors, Inc. | 0.03% | Reduce -27.3% | 1,090 | $288K |
| Sensible Money, LLC | 0.13% | Add +8.1% | 1,086 | $287K |
| Old Port Advisors | 0.08% | Add +2.5% | 1,086 | $287K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -1.0% | 1,084 | $286K |
| Covestor Ltd | 0.18% | Add +7.8% | 1,078 | $285K |
| Sageworth Trust Co of South Dakota | 0.36% | No change | 1,080 | $285K |
| Raab & Moskowitz Asset Management LLC | 0.07% | No change | 1,079 | $285K |
| Swmg, LLC | 0.12% | Reduce -33.1% | 1,028 | $284K |
| Ironwood Wealth Management, LLC. | 0.09% | No change | 1,074 | $283K |
| tru Independence LLC | 0.08% | New | 1,072 | $283K |
| United Advisor Group, LLC | 0.06% | New | 1,065 | $281K |
| Tyche Wealth Partners LLC | 0.06% | No change | 1,053 | $278K |
| Invst, LLC | 0.03% | Add +22.9% | 1,053 | $278K |
| Legacy Trust | 0.06% | No change | 1,052 | $278K |
| Compass Financial Group, INC | 0.05% | Reduce -10.3% | 1,050 | $277K |
| Element Wealth, LLC | 0.15% | Reduce -0.6% | 1,047 | $276K |
| VitalStone Financial, LLC | 0.19% | No change | 1,045 | $276K |
| Correct Capital Wealth Management | 0.06% | No change | 1,042 | $275K |
| Hoxton Planning & Management, LLC | 0.11% | New | 1,041 | $275K |
| Washington Trust Advisors, Inc. | 0.02% | Add +0.1% | 1,039 | $274K |
| Lathrop Investment Management Co. | 0.05% | No change | 1,038 | $274K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 1,038 | $274K |
| Zacks Investment Management | 0.00% | Add +8.1% | 1,038 | $274K |
| Cape Investment Advisory, Inc. | 0.11% | Add +106.6% | 1,029 | $271K |
| Legacy Capital Wealth Partners, LLC | 0.05% | Reduce -82.8% | 5,744 | $271K |
| Echo Wealth Management, LLC | 0.19% | Reduce -39.9% | 1,023 | $270K |
| HTG Investment Advisors, Inc. | 0.13% | Add +5.9% | 1,024 | $270K |
| Klingman & Associates, LLC | 0.02% | No change | 1,024 | $270K |
| Glen Eagle Advisors, LLC | 0.05% | Reduce -2.3% | 1,022 | $270K |
| SignalPoint Asset Management, LLC | 0.06% | Add +10.9% | 1,018 | $268K |
| MB Generational Wealth, LLC | 0.19% | New | 1,015 | $268K |
| Presilium Private Wealth, LLC | 0.06% | No change | 1,014 | $268K |
| Carson Advisory Inc. | 0.17% | Add +2.8% | 1,014 | $267K |
| Embree Financial Group | 0.05% | Add +2.6% | 1,011 | $267K |
| Dearborn Partners LLC | 0.01% | No change | 1,008 | $266K |
| Acima Private Wealth, LLC | 0.09% | No change | 1,007 | $266K |
| Kavar Capital Partners Group, LLC | 0.04% | Add +2.5% | 1,005 | $265K |
| Tolleson Wealth Management, Inc. | 0.05% | No change | 1,004 | $265K |
| Summit Asset Management, LLC | 0.03% | No change | 1,002 | $264K |
| First National Advisers, LLC | 0.04% | Add +1.7% | 1,001 | $264K |
| Searle & Co. | 0.07% | No change | 1,000 | $264K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 990 | $264K |
| All Season Financial Advisors, Inc. | 0.22% | Add +3.3% | 998 | $263K |
| Cedar Wealth Management, LLC | 0.08% | Add +5.3% | 996 | $263K |
| Matrix Asset Advisors Inc. | 0.03% | Add +11.4% | 989 | $261K |
| Intrepid Financial Planning Group LLC | 0.11% | Reduce -24.6% | 985 | $260K |
| Strategic Financial Planning, Inc. | 0.17% | No change | 975 | $257K |
| First Trust Investment Solutions L.P. | 0.03% | No change | 975 | $257K |
| RAM Investment Partners, LLC | 0.07% | Reduce -45.4% | 975 | $257K |
| Janney Capital Management LLC | 0.02% | No change | 965 | $255K |
| Gibson Wealth Advisors LLC | 0.21% | Reduce -26.6% | 966 | $255K |
| Norris Perne & French LLP | 0.02% | No change | 962 | $254K |
| Columbia Bank | 0.09% | No change | 961 | $254K |
| Integrity Financial Corp | 0.15% | Add +7.9% | 960 | $253K |
| Tocqueville Asset Management L.P. | 0.00% | Add +0.1% | 959 | $253K |
| Bensler, LLC | 0.03% | Reduce -7.2% | 959 | $253K |
| Geometric Wealth Advisors | 0.05% | No change | 956 | $252K |
| Beacon Capital Management, LLC | 0.04% | Add +29.8% | 955 | $252K |
| Trustco Bank Corp. N Y | 0.25% | No change | 954 | $252K |
| Roberts Wealth Advisors, LLC | 0.08% | No change | 956 | $251K |
| Ballentine Capital Advisors, Inc | 0.13% | Reduce -10.2% | 950 | $251K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.10% | Reduce -1.4% | 950 | $251K |
| Telos Capital Management, Inc. | 0.03% | New | 946 | $250K |
| Mendel Capital Management LLC | 0.15% | Reduce -7.9% | 944 | $249K |
| Mfa Wealth Advisors, LLC | 0.05% | No change | 932 | $246K |
| Cobblestone Capital Advisors LLC | 0.01% | No change | 930 | $245K |
| Flower City Capital | 0.14% | Reduce -20.6% | 927 | $244K |
| Greenfield Savings Bank | 0.12% | Reduce -9.6% | 926 | $244K |
| One Wealth Advisors, LLC | 0.04% | No change | 923 | $244K |
| WealthTrust Asset Management, LLC | 0.18% | Reduce -23.9% | 921 | $243K |
| FourThought Financial Partners, LLC | 0.03% | Reduce -0.3% | 920 | $243K |
| McLean Asset Management Corp | 0.07% | Reduce -3.2% | 919 | $242K |
| Barclays PLC | 0.00% | No change | 917 | $242K |
| Lee Financial Co | 0.03% | No change | 916 | $242K |
| Bank of Nova Scotia | 0.00% | No change | 910 | $240K |
| Astoria Strategic Wealth, Inc. | 0.07% | Reduce -5.3% | 907 | $239K |
| Prairie Wealth Advisors, Inc. | 0.12% | Reduce -14.0% | 907 | $239K |
| Thrive Wealth Management, LLC | 0.04% | Add +0.6% | 905 | $239K |
| Old North State Wealth Management, LLC | 0.13% | Add +0.8% | 900 | $238K |
| Team Hewins, LLC | 0.09% | No change | 897 | $237K |
| Investment Planning Advisors, Inc. | 0.12% | No change | 976 | $236K |
| Roman Butler Fullerton & Co. | 0.07% | Add +0.7% | 880 | $236K |
| Corundum Group, Inc. | 0.11% | No change | 890 | $235K |
| First Long Island Investors, LLC | 0.02% | No change | 890 | $235K |
| Northwest Financial Advisors | 0.19% | Add +0.6% | 890 | $235K |
| Regimen Wealth, LLC | 0.08% | Add +3.5% | 885 | $234K |
| Pennsylvania Capital Management Inc. | 0.08% | Add +0.1% | 885 | $233K |
| Intrua Financial, LLC | 0.04% | Reduce -11.6% | 881 | $233K |
| Money Concepts Capital Corp. | 0.02% | Reduce -12.3% | 881 | $232K |
| Osborne Partners Capital Management, LLC | 0.01% | Reduce -7.8% | 881 | $232K |
| WealthCare Investment Partners, LLC | 0.10% | Reduce -7.8% | 888 | $232K |
| Ethos Financial Group, LLC | 0.04% | New | 874 | $231K |
| Divergent Planning, LLC | 0.09% | No change | 875 | $231K |
| Davis R M Inc. | 0.00% | New | 874 | $231K |
| RMR Wealth Builders | 0.02% | Add +2.7% | 874 | $230K |
| Greenspring Advisors, LLC | 0.05% | No change | 873 | $230K |
| Rooted Wealth Advisors, Inc. | 0.10% | Reduce -91.5% | 881 | $230K |
| Trust Co | 0.03% | Add +2.6% | 868 | $229K |
| Tradition Wealth Management, LLC | 0.02% | Reduce -9.5% | 867 | $229K |
| Basso Capital Management, L.P. | 0.21% | Reduce -59.2% | 867 | $229K |
| Mechanics Bank Trust Department | 0.03% | No change | 867 | $229K |
| Courage Miller Partners, LLC | 0.08% | No change | 866 | $228K |
| Davies Financial Advisors, Inc. | 0.20% | Reduce -75.9% | 865 | $228K |
| Sound Stewardship, LLC | 0.13% | Add +0.1% | 864 | $228K |
| Patton Albertson Miller Group, LLC | 0.03% | No change | 864 | $228K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.11% | New | 864 | $228K |
| Ted Buchan & Co | 0.11% | No change | 863 | $228K |
| Radnor Capital Management, LLC | 0.03% | New | 860 | $227K |
| Eastern Bank | 0.00% | New | 859 | $227K |
| Gries Financial LLC | 0.04% | Reduce -1.7% | 858 | $226K |
| Lansing Street Advisors | 0.08% | Reduce -0.7% | 858 | $226K |
| Plotkin Financial Advisors, LLC | 0.14% | New | 857 | $226K |
| Valley Brook Capital Group, Inc. | 0.16% | Reduce -0.6% | 856 | $226K |
| Oarsman Capital, Inc. | 0.04% | Add +0.8% | 855 | $226K |
| Auxano Advisors, LLC | 0.06% | New | 853 | $225K |
| EPIQ Capital Group, LLC | 0.06% | Add +0.8% | 852 | $225K |
| Sentry LLC | 0.04% | No change | 850 | $224K |
| Meritage Portfolio Management | 0.01% | Add +0.4% | 848 | $224K |
| ROI Financial Advisors, LLC | 0.15% | Add +0.1% | 849 | $224K |
| Envision Financial Planning, LLC | 0.12% | Add +0.7% | 845 | $223K |
| Accretive Wealth Partners, LLC | 0.09% | Reduce -42.2% | 838 | $221K |
| Napatree Capital LLC | 0.15% | No change | 835 | $220K |
| Everpar Advisors LLC | 0.11% | Reduce -6.1% | 834 | $220K |
| Planning Capital Management Corp | 0.15% | Add +0.7% | 830 | $219K |
| Strategy Asset Managers LLC | 0.04% | New | 829 | $219K |
| Darden Wealth Group Inc | 0.16% | No change | 828 | $218K |
| Teachers Insurance & Annuity Association of America | 0.33% | — | 827 | $218K |
| Hummer Financial Advisory Services Inc | 0.17% | No change | 825 | $218K |
| Creegan & Nassoura Financial Group, LLC | 0.14% | New | 825 | $218K |
| One Day In July LLC | 0.02% | New | 825 | $218K |
| MTM Investment Management, LLC | 0.08% | Add +41.0% | 825 | $218K |
| Abacus Planning Group, Inc. | 0.04% | New | 824 | $217K |
| Essex LLC | 0.04% | New | 821 | $217K |
| Opal Wealth Advisors, LLC | 0.07% | Reduce -0.3% | 814 | $215K |
| True North Advisors, LLC | 0.06% | New | 814 | $215K |
| Midwest Financial Group LLC | 0.13% | New | 812 | $214K |
| Penn Capital Management Company, LLC | 0.02% | Reduce -36.4% | 810 | $214K |
| Safeguard Investment Advisory Group, LLC | 0.06% | New | 809 | $213K |
| Middleton & Co. Inc. | 0.02% | Reduce -3.0% | 809 | $213K |
| Clean Yield Group | 0.07% | No change | 808 | $213K |
| Main Management LLC | 0.02% | No change | 807 | $213K |
| ShoreHaven Wealth Partners, LLC | 0.10% | New | 807 | $213K |
| HFG Advisors, Inc. | 0.19% | New | 803 | $212K |
| Secured Retirement Advisors, LLC | 0.15% | New | 801 | $211K |
| LFA - Lugano Financial Advisors SA | 0.14% | No change | 800 | $211K |
| Bantamac Capital, LLC | 0.10% | New | 800 | $211K |
| C M Bidwell & Associates Ltd. | 0.13% | No change | 799 | $211K |
| Members Trust Co | 0.01% | Reduce -9.5% | 793 | $209K |
| Campbell Wealth Management | 0.02% | New | 788 | $208K |
| Quent Capital, LLC | 0.02% | New | 784 | $207K |
| CIC Wealth, LLC | 0.05% | New | 783 | $207K |
| Prosperity Consulting Group, LLC | 0.02% | New | 782 | $206K |
| Richardson Capital Management LLC | 0.14% | Reduce -1.1% | 781 | $206K |
| Financial & Tax Architects, LLC | 0.05% | New | 780 | $206K |
| Braun Stacey Associates Inc. | 0.01% | New | 780 | $206K |
| DHJJ Financial Advisors, Ltd. | 0.08% | No change | 779 | $206K |
| Clark Capital Management Group, Inc. | 0.00% | New | 779 | $206K |
| Global Trust Asset Management, LLC | 0.08% | No change | 778 | $205K |
| Christensen, King & Associates Investment Services, Inc. | 0.10% | New | 778 | $205K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.10% | New | 773 | $204K |
| Mattern Capital Management, LLC | 0.03% | New | 770 | $203K |
| LaSalle St. Investment Advisors, LLC | 0.08% | New | 770 | $203K |
| Cahaba Wealth Management, Inc. | 0.02% | New | 769 | $203K |
| C2C Wealth Management, LLC | 0.19% | New | 772 | $203K |
| Perissos Private Wealth Management, LLC | 0.16% | New | 767 | $202K |
| FSM Wealth Advisors, LLC | 0.05% | New | 762 | $201K |
| TKG Advisors, LLC | 0.10% | Reduce -9.4% | 760 | $201K |
| Tortoise Investment Management, LLC | 0.02% | No change | 756 | $199K |
| Sunbelt Securities, Inc. | 0.02% | Add +21.1% | 752 | $198K |
| Brown, Lisle/Cummings, Inc. | 0.06% | Add +119.6% | 751 | $198K |
| Earned Wealth Advisors, LLC | 0.06% | New | 748 | $197K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 738 | $195K |
| Balefire, LLC | 0.07% | Add +4.5% | 736 | $194K |
| Sittner & Nelson, LLC | 0.09% | No change | 735 | $194K |
| Providence Capital Advisors, LLC | 0.04% | Reduce -9.8% | 732 | $193K |
| Godsey & Gibb, Inc. | 0.02% | No change | 726 | $192K |
| Flaharty Asset Management, LLC | 0.03% | New | 723 | $191K |
| Sugarloaf Wealth Management, LLC | 0.03% | Add +5.9% | 720 | $190K |
| Rothschild Investment LLC | 0.01% | No change | 700 | $185K |
| Venturi Wealth Management, LLC | 0.01% | Add +27.3% | 686 | $181K |
| Clear Point Advisors Inc. | 0.14% | Add +47.3% | 682 | $180K |
| Key Financial Inc | 0.04% | No change | 678 | $179K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | Add +0.1% | 678 | $178K |
| Register Financial Advisors LLC | 0.09% | Add +12.5% | 674 | $178K |
| Wintrust Investments LLC | 0.13% | Reduce -91.1% | 674 | $177K |
| Rise Advisors, LLC | 0.08% | Add +0.8% | 661 | $174K |
| Morling Financial Advisors, LLC | 0.07% | No change | 651 | $172K |
| Red Lighthouse Investment Management, LLC | 0.06% | No change | 624 | $165K |
| Cornerstone Planning Group LLC | 0.04% | Add +0.3% | 617 | $164K |
| Compass Wealth Management LLC | 0.04% | No change | 615 | $162K |
| New Millennium Group LLC | 0.10% | Reduce -3.9% | 587 | $155K |
| Birch Capital Management, LLC | 0.07% | No change | 569 | $150K |
| GAMMA Investing LLC | 0.01% | Add +34.3% | 568 | $150K |
| PrairieView Partners, LLC | 0.02% | No change | 565 | $149K |
| Breakwater Investment Management | 0.06% | Add +30.9% | 563 | $149K |
| Tompkins Financial Corp. | 0.01% | No change | 543 | $143K |
| Strategic Investment Solutions, Inc. | 0.04% | Add +1491.2% | 541 | $143K |
| Solstein Capital, LLC | 0.08% | No change | 537 | $142K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.8% | 535 | $141K |
| Bfsg, LLC | 0.02% | Reduce -1.1% | 529 | $140K |
| Tucker Asset Management LLC | 0.03% | Add +22.4% | 514 | $136K |
| Mycio Wealth Partners, LLC | 0.03% | No change | 507 | $134K |
| Coppell Advisory Solutions LLC | 0.02% | Reduce -38.5% | 500 | $132K |
| Mb, Levis & Associates, LLC | 0.06% | Add +0.6% | 496 | $131K |
| Intelligent Financial Strategies | 0.07% | Add +0.6% | 490 | $129K |
| Legacy Bridge, LLC | 0.07% | No change | 487 | $128K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 485 | $128K |
| Realta Investment Advisors | 0.06% | Reduce -85.5% | 448 | $120K |
| Richardson Financial Services Inc. | 0.08% | No change | 494 | $120K |
| NWK Group, Inc. | 0.05% | New | 448 | $118K |
| Zions Bancorporation, N.A. | 0.01% | No change | 446 | $118K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 440 | $116K |
| Front Row Advisors LLC | 0.04% | Add +3.3% | 435 | $115K |
| Bell Investment Advisors, Inc | 0.02% | Reduce -4.4% | 430 | $113K |
| Talon Private Wealth, LLC | 0.02% | — | 426 | $112K |
| Frazier Financial Advisors, LLC | 0.09% | Add +10.4% | 423 | $112K |
| Global Financial Private Client, LLC | 0.04% | No change | 423 | $112K |
| Denver PWM, LLC | 0.04% | No change | 415 | $109K |
| Broadwater Capital Management LLC | 0.08% | No change | 415 | $109K |
| Family Asset Management, LLC | 0.07% | No change | 415 | $109K |
| First Personal Financial Services | 0.02% | No change | 413 | $109K |
| DecisionPoint Financial, LLC | 0.03% | No change | 406 | $107K |
| Avalon Trust Co | 0.01% | New | 400 | $105K |
| Pacifica Partners Inc. | 0.04% | Reduce -30.5% | 385 | $102K |
| Princeton Global Asset Management LLC | 0.02% | Add +263.8% | 382 | $101K |
| Provident Wealth Management, LLC | 0.03% | No change | 376 | $99K |
| Laurel Wealth Advisors LLC | 0.02% | Add +2.3% | 364 | $96K |
| Urban Financial Advisory Corp | 0.05% | New | 356 | $94K |
| Financial Perspectives, Inc | 0.03% | Add +12.8% | 344 | $91K |
| Nemes Rush Group LLC | 0.01% | Add +39.5% | 357 | $89K |
| Colonial Trust Advisors | 0.01% | No change | 327 | $86K |
| Abound Wealth Management | 0.03% | Add +176.1% | 323 | $85K |
| Maryland Capital Advisors Inc. | 0.04% | No change | 316 | $83K |
| Centennial Bank | 0.04% | Add +1.6% | 315 | $83K |
| Evergreen Private Wealth LLC | 0.04% | No change | 304 | $80K |
| Founders Capital Management | 0.05% | No change | 303 | $80K |
| Concord Wealth Partners | 0.01% | Add +0.7% | 299 | $79K |
| Archer Investment Corp | 0.02% | Reduce -58.5% | 298 | $79K |
| Partnership Wealth Management, LLC | 0.05% | Reduce -29.8% | 287 | $76K |
| MCF Advisors LLC | 0.01% | Reduce -52.1% | 286 | $75K |
| Family CFO Inc | 0.04% | No change | 283 | $75K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +5.2% | 282 | $74K |
| Morris Financial Concepts, Inc. | 0.03% | No change | 281 | $74K |
| Keener Financial Planning LLC | 0.05% | No change | 283 | $74K |
| Gen-Wealth Partners Inc | 0.03% | No change | 278 | $74K |
| Sterling Capital Management LLC | 0.00% | — | 278 | $73K |
| SWAN Capital LLC | 0.04% | Add +0.7% | 275 | $73K |
| Blume Capital Management, Inc. | 0.02% | Add +97.1% | 274 | $72K |
| New Republic Capital, LLC | 0.04% | Add +44.1% | 271 | $71K |
| Kozak & Associates, Inc. | 0.02% | Add +234.2% | 264 | $71K |
| Atticus Wealth Management, LLC | 0.02% | Add +0.8% | 256 | $68K |
| SRH Advisors, LLC | 0.02% | No change | 245 | $65K |
| Vermillion & White Wealth Management Group, LLC | 0.05% | No change | 242 | $64K |
| Motco | 0.01% | No change | 240 | $63K |
| FinTrust Capital Advisors, LLC | 0.01% | Add +109.7% | 237 | $63K |
| Fairscale Capital, LLC | 0.05% | No change | 232 | $61K |
| Perritt Capital Management Inc | 0.03% | Add +0.9% | 229 | $60K |
| Sawyer & Company, Inc | 0.02% | Add +0.5% | 223 | $59K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | No change | 222 | $59K |
| Winch Advisory Services, LLC | 0.02% | Add +0.5% | 221 | $58K |
| Criterion Capital Advisors, LLC | 0.04% | No change | 230 | $56K |
| Financial Connections Group, Inc. | 0.03% | No change | 205 | $54K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +29.1% | 204 | $54K |
| Legacies Wealth LLC | 0.04% | No change | 200 | $53K |
| Union Savings Bank | 0.03% | No change | 196 | $52K |
| Hoey Investments, Inc. | 0.01% | No change | 213 | $52K |
| LRI Investments, LLC | 0.00% | No change | 185 | $51K |
| Northwest Investment Counselors, LLC | 0.01% | New | 192 | $51K |
| Insight Inv LLC | 0.04% | No change | 191 | $50K |
| Hanson & Doremus Investment Management | 0.01% | No change | 188 | $50K |
| PFS Partners, LLC | 0.03% | Add +0.6% | 184 | $49K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | No change | 183 | $48K |
| Goodman Advisory Group, LLC | 0.01% | Add +10.3% | 182 | $48K |
| Halpern Financial, Inc. | 0.01% | No change | 180 | $47K |
| Aberdeen Wealth Management LLC | 0.03% | No change | 178 | $47K |
| Running Point Capital Advisors, LLC | 0.02% | No change | 178 | $47K |
| Pathway Financial Advisers, LLC | 0.02% | Add +0.6% | 178 | $47K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 175 | $46K |
| Redmont Wealth Advisors LLC | 0.07% | Add +147.8% | 166 | $44K |
| Angeles Wealth Management, LLC | 0.00% | No change | 163 | $43K |
| Main Street Group, LTD | 0.02% | No change | 160 | $42K |
| Evolution Advisers, Inc. | 0.02% | No change | 155 | $40K |
| Peoples Bank | 0.03% | No change | 150 | $40K |
| Citizens National Bank Trust Department | 0.01% | No change | 148 | $39K |
| Hexagon Capital Partners LLC | 0.01% | No change | 137 | $36K |
| CVA Family Office, LLC | 0.01% | Add +0.7% | 136 | $36K |
| Pin Oak Investment Advisors Inc. | 0.03% | New | 133 | $35K |
| Hemington Wealth Management | 0.01% | New | 135 | $35K |
| ESL Trust Services, LLC | 0.01% | No change | 130 | $34K |
| Financial Network Wealth Advisors LLC | 0.03% | Add +8.0% | 121 | $32K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -17.2% | 120 | $32K |
| CNB Bank | 0.01% | No change | 118 | $31K |
| Coston, McIsaac & Partners | 0.01% | No change | 121 | $31K |
| Resources Management Corp. /CT/ | 0.00% | No change | 116 | $31K |
| Abich Financial Wealth Management LLC | 0.07% | Reduce -4.1% | 117 | $31K |
| ORG Partners LLC | 0.01% | Reduce -9.4% | 115 | $31K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +20.8% | 116 | $31K |
| AllSquare Wealth Management LLC | 0.02% | No change | 110 | $29K |
| Pineridge Advisors LLC | 0.01% | Reduce -80.5% | 109 | $29K |
| Fairfield Financial Advisors, LTD | 0.01% | No change | 109 | $29K |
| Armor Investment Advisors, LLC | 0.01% | No change | 105 | $28K |
| Arlington Trust Co LLC | 0.01% | No change | 105 | $28K |
| Global Wealth Strategies & Associates | 0.01% | Add +32.0% | 99 | $26K |
| Versant Capital Management, Inc | 0.01% | No change | 94 | $25K |
| PSI Advisors, LLC | 0.01% | Add +1.1% | 93 | $24K |
| Tidemark, LLC | 0.01% | No change | 88 | $23K |
| TCTC Holdings, LLC | 0.00% | Reduce -86.2% | 88 | $23K |
| Castleview Partners, LLC | 0.01% | Reduce -1.2% | 83 | $22K |
| Private Capital Management LLC | 0.00% | Reduce -44.3% | 83 | $22K |
| Dunhill Financial, LLC | 0.01% | Add +95.2% | 82 | $22K |
| Signature Resources Capital Management, LLC | 0.02% | Reduce -37.0% | 80 | $21K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 80 | $21K |
| Colony Family Offices, LLC | 0.01% | New | 79 | $21K |
| Gilliland Jeter Wealth Management LLC | 0.01% | No change | 70 | $18K |
| HighMark Wealth Management LLC | 0.01% | No change | 65 | $17K |
| SJS Investment Consulting Inc. | 0.00% | No change | 63 | $17K |
| Morton Brown Family Wealth, LLC | 0.01% | Reduce -13.7% | 63 | $17K |
| Stuart Chaussee & Associates, Inc. | 0.00% | No change | 63 | $17K |
| WR Wealth Planners, LLC | 0.00% | No change | 61 | $16K |
| Creekmur Asset Management LLC | 0.00% | No change | 59 | $16K |
| PFG Private Wealth Management, LLC | 0.01% | No change | 55 | $15K |
| Davis Capital Management | 0.01% | No change | 53 | $14K |
| WFA Asset Management Corp | 0.01% | Add +1.9% | 53 | $14K |
| IAG Wealth Partners, LLC | 0.00% | No change | 49 | $13K |
| Financial Gravity Companies, Inc. | 0.00% | — | 49 | $13K |
| Hollencrest Capital Management | 0.00% | New | 48 | $13K |
| Northwest Capital Management Inc | 0.00% | No change | 45 | $12K |
| Thompson Investment Management, Inc. | 0.00% | New | 45 | $12K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 42 | $11K |
| Private Wealth Management Group, LLC | 0.00% | No change | 40 | $11K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 40 | $11K |
| TruNorth Capital Management, LLC | 0.00% | Reduce -34.0% | 35 | $9K |
| Planned Solutions, Inc. | 0.00% | New | 34 | $9K |
| Jamison Private Wealth Management, Inc. | 0.00% | No change | 31 | $8K |
| Van Eck Associates Corp. | 0.00% | New | 31 | $8K |
| Investors Research Corp | 0.00% | No change | 30 | $8K |
| London Co. of Virginia | 0.00% | Add +80.0% | 27 | $7K |
| FSA Wealth Management LLC | 0.00% | — | 26 | $7K |
| True Wealth Design, LLC | 0.00% | No change | 25 | $7K |
| CGC Financial Services, LLC | 0.00% | No change | 25 | $7K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 24 | $6K |
| Reston Wealth Management LLC | 0.00% | New | 23 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 23 | $6K |
| Ballast Advisors LLC | 0.00% | No change | 23 | $6K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 22 | $6K |
| Bank & Trust Co | 0.00% | No change | 20 | $5K |
| MV Capital Management, Inc. | 0.00% | No change | 18 | $5K |
| Absher Wealth Management, LLC | 0.00% | No change | 17 | $4K |
| Raleigh Capital Management Inc. | 0.00% | No change | 14 | $4K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 14 | $4K |
| Aspire Private Capital, LLC | 0.00% | No change | 13 | $3K |
| MGB Wealth Management, LLC | 0.00% | Add +20.0% | 12 | $3K |
| Arvest Investments, Inc. | 0.00% | No change | 12 | $3K |
| Arcadia Investment Advisors LLC | 0.00% | No change | 11 | $3K |
| Lowe Wealth Advisors, LLC | 0.00% | Add +400.0% | 10 | $3K |
| Anfield Capital Management, LLC | 0.00% | No change | 10 | $3K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | New | 10 | $3K |
| Washington Growth Strategies LLC | 0.09% | — | 630 | $2K |
| Viewpoint Capital Management LLC | 0.00% | No change | 9 | $2K |
| Cedar Mountain Advisors, LLC | 0.00% | Reduce -87.8% | 6 | $2K |
| Legacy Investment Solutions, LLC | 0.00% | — | 5 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | — | 5 | $1K |
| Grand Wealth Management, LLC | 0.00% | No change | 5 | $1K |
| Your Advocates Ltd., LLP | 0.00% | No change | 5 | $1K |
| Nordwand Advisors, LLC | 0.00% | No change | 5 | $1K |
| Robbins Farley | 0.00% | No change | 4 | $1K |
| Fourpath Capital Management, LLC | 0.00% | New | 4 | $1K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 2 | $563 |
| Eukles Asset Management | 0.00% | New | 1 | $264 |
"% 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.