Vngrd Mrngstr MD-Cap ETF-UsdVOETF
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 2,139 institutions reported holding Vngrd Mrngstr MD-Cap ETF-Usd (VO) in their 13F filings, up 205 from Q3 2024. 91 opened new positions and 58 sold out. The largest holders were Wells Fargo & Company ($5.9B), Jones Financial Companies LLLP ($4.6B) and Bank of America Corp. ($4.4B). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vngrd Mrngstr MD-Cap ETF-Usd
- Filed as
- VANGUARD INDEX FDS (Q4 2024)
- CUSIP
- 922908629
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $134.9M |
| Exits | 58 | $137.9M |
All 13F filers, Q3 2024 → Q4 2024: 8,874,755 shares bought and 2,978,124 shares sold, net +5,896,631 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,139 holders
| Wells Fargo & Company | 1.43% | Add +0.5% | 22,395,761 | $5.9B |
| Jones Financial Companies LLLP | 4.38% | Add +20.5% | 17,440,379 | $4.6B |
| Bank of America Corp. | 0.41% | Add +3.0% | 16,558,670 | $4.4B |
| Creative Planning | 2.08% | Reduce -1.1% | 8,086,671 | $2.1B |
| Morgan Stanley | 0.14% | Add +4.1% | 7,673,828 | $2.0B |
| Raymond James Financial Inc. | 0.59% | — | 6,061,609 | $1.6B |
| Northwestern Mutual Wealth Management Co. | 1.29% | Add +3.5% | 5,792,473 | $1.5B |
| UBS Group AG | 0.33% | Add +1.2% | 5,562,655 | $1.5B |
| Ameriprise Financial Inc. | 0.23% | Reduce -3.1% | 3,393,659 | $896.0M |
| LPL Financial LLC | 0.33% | Add +5.1% | 3,035,228 | $801.7M |
| Envestnet Asset Management Inc. | 0.24% | Reduce -1.1% | 2,779,891 | $734.3M |
| PNC Financial Services Group, Inc. | 0.42% | Add +0.2% | 2,375,851 | $627.5M |
| JPMorgan Chase & Co. | 0.05% | Add +9.7% | 2,306,779 | $609.3M |
| Natixis Advisors, LLC | 1.08% | Add +12.1% | 2,180,997 | $576.1M |
| Tiaa Trust, National Association | 1.39% | Reduce -5.5% | 1,729,465 | $456.8M |
| Royal Bank of Canada | 0.09% | Add +3.9% | 1,541,187 | $407.1M |
| Allworth Financial LP | 2.08% | Add +7.2% | 1,368,594 | $378.7M |
| Mariner, LLC | 0.62% | Add +4.0% | 1,399,263 | $369.6M |
| JMG Financial Group, Ltd. | 11.74% | Add +1.8% | 1,303,518 | $344.3M |
| CIBC Private Wealth Group LLC | 0.62% | Add +3.0% | 1,276,174 | $340.0M |
| Commonwealth Equity Services, LLC | 0.49% | Add +1.3% | 1,269,996 | $335.4M |
| Border to Coast Pensions Partnership Ltd | 6.26% | Add +3.4% | 1,210,150 | $319.4M |
| Financial Counselors Inc. | 3.38% | Add +5.5% | 877,652 | $231.8M |
| Cetera Investment Advisers | 0.42% | Add +0.9% | 762,556 | $201.4M |
| Nicholas Hoffman & Company, LLC. | 7.88% | Add +11.6% | 746,133 | $197.1M |
| BNP Paribas Financial Markets | 0.15% | Reduce -21.0% | 741,904 | $196.0M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -2.0% | 722,217 | $190.8M |
| Cerity Partners LLC | 0.41% | Add +6.9% | 721,597 | $190.6M |
| Clearstead Advisors, LLC | 2.78% | Add +2.2% | 690,637 | $182.4M |
| HighTower Advisors, LLC | 0.25% | Add +7.1% | 688,410 | $181.8M |
| Bank of New York Mellon Corp | 0.03% | Reduce -2.7% | 665,513 | $175.8M |
| Mercer Global Advisors Inc. | 0.42% | Add +29.8% | 659,318 | $174.1M |
| Beacon Pointe Advisors, LLC | 1.84% | Add +0.3% | 628,371 | $166.0M |
| Osaic Holdings, Inc. | 0.36% | Add +1.0% | 603,616 | $159.5M |
| Bank of Montreal | 0.08% | Add +22.4% | 601,123 | $158.8M |
| Stifel Financial Corp. | 0.16% | Add +1.6% | 574,132 | $151.7M |
| Pathstone Holdings, LLC | 0.67% | Reduce -4.2% | 572,925 | $151.3M |
| Moneta Group Investment Advisors LLC | 2.08% | Add +2.3% | 562,903 | $148.7M |
| Wealthspire Advisors, LLC | 1.46% | Add +1.1% | 557,214 | $147.2M |
| Truist Financial Corp. | 0.22% | Add +0.5% | 537,265 | $141.9M |
| First Command Advisory Services, Inc. | 1.29% | Add +3.1% | 516,951 | $136.5M |
| MassMutual Private Wealth & Trust, FSB | 3.83% | Add +6.2% | 516,587 | $136.4M |
| Baird Financial Group, Inc. | 0.26% | Add +3.5% | 513,209 | $135.6M |
| Rockefeller Capital Management L.P. | 0.33% | Add +17.8% | 481,904 | $127.3M |
| Fifth Third Bancorp | 0.43% | Reduce -3.8% | 449,225 | $118.7M |
| Choate Investment Advisors | 2.72% | Add +7038.2% | 428,294 | $113.1M |
| 1832 Asset Management L.P. | 0.20% | Add +17.8% | 421,615 | $111.4M |
| Millburn Ridgefield LLC | 2.68% | Add +5.4% | 405,078 | $107.0M |
| Catalyst Capital Advisors LLC | 2.28% | Add +5.4% | 405,078 | $107.0M |
| Cullen/Frost Bankers, Inc. | 1.46% | Add +1.1% | 403,082 | $106.5M |
| Joel Isaacson & Co., LLC | 4.54% | Add +4.9% | 381,640 | $100.8M |
| Invictus Private Wealth, LLC | 7.48% | Add +2.6% | 372,513 | $98.4M |
| Cresset Asset Management, LLC | 0.47% | Reduce -1.1% | 370,770 | $97.9M |
| Janney Montgomery Scott LLC | 0.27% | Reduce -0.7% | 365,820 | $96.6M |
| Captrust Financial Advisors | 0.27% | Reduce -4.9% | 393,897 | $93.9M |
| FMR LLC | 0.01% | Add +3.1% | 351,475 | $92.8M |
| Financial Synergies Wealth Advisors, Inc. | 11.45% | Add +1.3% | 349,608 | $92.3M |
| Assetmark, Inc. | 0.25% | Add +7.6% | 341,677 | $90.2M |
| Chicago Partners Investment Group LLC | 2.99% | Add +1.9% | 337,185 | $89.8M |
| MML Investors Services, LLC | 0.31% | Reduce -0.2% | 337,075 | $89.0M |
| CBIZ Investment Advisory Services, LLC | 4.39% | Add +1.2% | 332,760 | $87.9M |
| Trustmark Bank Trust Department | 6.45% | Add +8.5% | 328,840 | $86.9M |
| Larson Financial Group LLC | 4.46% | Reduce -8.9% | 325,661 | $86.0M |
| Bleakley Financial Group, LLC | 2.57% | Reduce -12.2% | 323,802 | $85.5M |
| National Philanthropic Trust | 1.14% | Add +13.3% | 298,302 | $78.8M |
| Corient Private Wealth LP | 0.13% | Reduce -15.2% | 358,363 | $76.8M |
| Manufacturers Life Insurance Company, The | 0.07% | Reduce -7.1% | 289,423 | $76.4M |
| Cambridge Investment Research Advisors, Inc. | 0.25% | Add +0.7% | 282,184 | $74.5M |
| Equitable Holdings, Inc. | 0.71% | Add +4.4% | 281,926 | $74.5M |
| Kestra Advisory Services, LLC | 0.39% | Reduce -17.0% | 268,106 | $70.8M |
| CENTRAL TRUST Co | 1.73% | Reduce -0.2% | 267,972 | $70.8M |
| Nadler Financial Group, Inc. | 7.41% | Add +0.9% | 266,178 | $70.3M |
| NewEdge Advisors, LLC | 0.42% | Add +15.2% | 265,465 | $70.1M |
| Oppenheimer Asset Management Inc. | 0.85% | Add +2.2% | 263,283 | $69.5M |
| Pittenger & Anderson Inc. | 2.48% | Add +1.8% | 258,987 | $68.4M |
| Smithfield Trust Co | 3.40% | Reduce -1.9% | 258,286 | $68.2M |
| Axxcess Wealth Management, LLC | 1.66% | Add +0.1% | 253,457 | $66.9M |
| Capital Asset Advisory Services LLC | 3.11% | Reduce -0.1% | 236,267 | $63.1M |
| Northwest Quadrant Wealth Management, LLC | 13.64% | Add +0.5% | 227,059 | $60.0M |
| Peapack Gladstone Financial Corp. | 0.84% | Add +0.3% | 220,359 | $58.2M |
| American Trust | 4.40% | Reduce -6.7% | 218,969 | $57.8M |
| Schneider Downs Wealth Management Advisors, LP | 10.80% | Add +9.5% | 217,378 | $57.4M |
| Private Advisor Group, LLC | 0.31% | Reduce -1.0% | 208,700 | $55.1M |
| Coldstream Capital Management Inc. | 1.14% | Reduce -21.0% | 203,003 | $53.6M |
| PDS Planning, Inc | 4.75% | Add +1.6% | 202,609 | $53.5M |
| SilverOak Wealth Management LLC | 11.51% | Add +3.1% | 202,512 | $53.5M |
| Comerica Bank | 0.21% | Add +2.0% | 198,011 | $52.3M |
| Venture Visionary Partners LLC | 2.22% | Add +2.4% | 197,905 | $52.3M |
| CX Institutional | 2.07% | Add +33.1% | 197,104 | $52.1M |
| Citizens Financial Group Inc. | 1.00% | Add +6.8% | 193,475 | $51.1M |
| New York Life Investment Management LLC | 0.49% | Reduce -3.3% | 189,376 | $50.0M |
| Fulcrum Capital LLC | 9.96% | Add +2.2% | 180,152 | $47.6M |
| Pine Ridge Advisers LLC | 4.17% | Add +42.9% | 177,662 | $46.9M |
| Sanctuary Advisors, LLC | 0.30% | Add +4.4% | 168,724 | $46.9M |
| Leavell Investment Management, Inc. | 2.28% | Add +1.9% | 175,807 | $46.4M |
| &partners | 0.55% | Add +53.3% | 171,929 | $45.8M |
| Stephens Inc. | 0.64% | Add +45.0% | 173,104 | $45.7M |
| Bessemer Group Inc. | 0.07% | Reduce -3.6% | 170,310 | $45.0M |
| Arax Advisory Partners | 2.75% | Add +52.6% | 165,493 | $43.7M |
| New Hampshire Trust | 9.15% | Add +3.3% | 164,475 | $43.4M |
| Arkansas Financial Group, Inc. | 6.99% | Reduce -3.4% | 163,861 | $43.3M |
| NewEdge Wealth, LLC | 0.74% | Reduce -2.6% | 162,600 | $42.9M |
| TCV Trust & Wealth Management, Inc. | 3.91% | Reduce -0.2% | 160,072 | $42.3M |
| Riverpoint Wealth Management Holdings, LLC | 10.85% | Reduce -0.9% | 157,455 | $41.6M |
| BOK Financial Private Wealth, Inc. | 2.97% | Reduce -3.4% | 154,619 | $40.8M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +6.7% | 152,288 | $40.2M |
| Steward Partners Investment Advisory, LLC | 0.35% | Add +4.1% | 150,490 | $39.7M |
| Kestra Investment Management, LLC | 1.56% | Add +8.7% | 150,133 | $39.7M |
| Bear Mountain Capital, Inc. | 15.34% | Reduce -1.6% | 142,013 | $39.4M |
| GenTrust, LLC | 1.71% | Add +2.6% | 148,294 | $39.2M |
| Associated Banc-Corp | 1.13% | Add +8.0% | 141,515 | $37.4M |
| Heartwood Wealth Advisors LLC | 4.20% | Add +1.1% | 141,132 | $37.3M |
| Ellevest, Inc. | 2.15% | Reduce -1.9% | 140,604 | $37.2M |
| Starr Indemnity & Liability Co | 18.28% | — | 140,160 | $37.0M |
| Regions Financial Corp. | 0.27% | Reduce -0.6% | 139,907 | $37.0M |
| IFC Advisors LLC | 8.00% | — | 138,891 | $36.7M |
| Cutler Investment Counsel LLC | 4.50% | Add +8.1% | 136,878 | $36.2M |
| US Bancorp \de | 0.05% | Reduce -0.1% | 136,661 | $36.1M |
| Stephens Consulting, LLC | 9.04% | Add +0.8% | 136,429 | $36.0M |
| Dechtman Wealth Management, LLC | 6.87% | Add +4.8% | 134,602 | $35.6M |
| Performa Ltd (US), LLC | 12.37% | Add +10.9% | 133,008 | $35.1M |
| Ballast, Inc. | 9.81% | Reduce -0.7% | 129,903 | $34.3M |
| Marquette Asset Management, LLC | 5.47% | Reduce -2.2% | 126,950 | $33.5M |
| Wealthquest Corp | 2.72% | Add +2.9% | 126,653 | $33.5M |
| Perkins Coie Trust Co | 7.32% | Reduce -2.0% | 125,865 | $33.2M |
| Fidato Wealth LLC | 24.38% | Add +2.1% | 123,100 | $32.5M |
| TL Private Wealth | 14.51% | Reduce -2.2% | 120,250 | $32.4M |
| Focus Partners Wealth | 0.08% | Reduce -79.9% | 121,336 | $32.0M |
| Agf Management Ltd. | 0.16% | Add +0.5% | 121,161 | $32.0M |
| Glenmede Trust Co. NA | 0.16% | Add +1.0% | 120,888 | $31.9M |
| BLB&B Advisors, LLC | 1.60% | Reduce -0.7% | 118,814 | $31.4M |
| Thrivent Financial for Lutherans | 0.06% | Add +7.3% | 114,326 | $30.9M |
| Conrad Siegel Investment Advisors, Inc. | 8.31% | Add +0.2% | 116,811 | $30.9M |
| Quadrature Capital Ltd | 0.62% | New | 116,700 | $30.8M |
| Blankinship & Foster, LLC | 7.58% | Add +4.0% | 116,642 | $30.8M |
| Pandi, LLC | 4.57% | — | 115,868 | $30.6M |
| Sagespring Wealth Partners, LLC | 0.79% | — | 112,564 | $29.7M |
| SP Asset Management LLC | 2.48% | Reduce -0.1% | 112,048 | $29.6M |
| Avantax Advisory Services, Inc. | 0.19% | Add +3.9% | 111,775 | $29.5M |
| Bouchey Financial Group, Ltd. | 2.58% | Add +8.3% | 111,719 | $29.5M |
| Northern Trust Corp. | 0.00% | Add +6.2% | 111,263 | $29.4M |
| Arrow Financial Corp | 2.78% | Reduce -4.4% | 110,986 | $29.3M |
| First Manhattan Co. Llc. | 0.08% | Add +0.6% | 109,411 | $28.9M |
| Ashton Thomas Private Wealth, LLC | 1.12% | Add +3.4% | 108,922 | $28.8M |
| Blair William & Co. | 0.08% | Add +5.2% | 107,123 | $28.3M |
| Lido Advisors, LLC | 0.18% | Add +54.3% | 106,695 | $28.2M |
| Enclave Advisors LLC | 4.63% | Add +12.9% | 106,625 | $28.2M |
| MAI Capital Management | 0.21% | Add +17.0% | 106,523 | $28.1M |
| DT Investment Partners, LLC | 2.35% | Reduce -6.2% | 105,047 | $27.7M |
| World Investment Advisors | 0.76% | Add +7.3% | 104,832 | $27.7M |
| AMG National Trust Bank | 0.76% | Add +10.7% | 104,638 | $27.6M |
| Phillips Financial Management, LLC | 2.17% | Reduce -1.8% | 104,300 | $27.5M |
| Integrated Wealth Concepts LLC | 0.32% | Add +2.0% | 104,149 | $27.5M |
| Wesbanco Bank Inc. | 0.93% | Add +9.1% | 102,852 | $27.2M |
| SigFig Wealth Management, LLC | 0.98% | Add +28.4% | 102,400 | $27.0M |
| Cranbrook Wealth Management, LLC | 6.20% | Reduce -0.1% | 101,217 | $26.7M |
| Whittier Trust Co. | 0.34% | Reduce -4.9% | 97,116 | $25.7M |
| Country Trust Bank | 0.63% | Add +9.1% | 94,931 | $25.1M |
| ProVise Management Group, LLC | 2.15% | Add +0.5% | 94,901 | $25.1M |
| OneDigital Investment Advisors LLC | 0.29% | Add +3.7% | 94,709 | $25.0M |
| Searcy Financial Services Inc. | 11.53% | Reduce -0.5% | 94,556 | $25.0M |
| St Germain D J Co. Inc. | 1.13% | Reduce -1.0% | 94,359 | $24.9M |
| Pure Financial Advisors, LLC | 0.57% | Reduce -2.3% | 94,174 | $24.9M |
| Nicolet Advisory Services, LLC | 2.28% | Reduce -0.1% | 94,641 | $24.9M |
| HB Wealth Management, LLC | 0.25% | Add +2.4% | 93,989 | $24.8M |
| Axiom Financial Strategies, LLC | 13.72% | Reduce -5.2% | 93,120 | $24.6M |
| Brown Advisory Inc. | 0.03% | Add +14.3% | 93,107 | $24.6M |
| Condor Capital Management | 2.16% | Add +0.4% | 92,828 | $24.5M |
| American Financial Advisors, LLC | 3.45% | Reduce -0.5% | 92,733 | $24.5M |
| GeoWealth Management, LLC | 0.80% | Add +6.6% | 92,340 | $24.4M |
| BCK Partners, Inc. | 14.89% | Reduce -23.3% | 91,971 | $24.3M |
| Fiducient Advisors LLC | 2.96% | Reduce -8.7% | 90,606 | $23.9M |
| Woodmont Investment Counsel LLC | 1.73% | Reduce -0.4% | 88,699 | $23.4M |
| Empower Advisory Group, LLC | 0.08% | Add +0.8% | 88,681 | $23.4M |
| SOL Capital Management CO | 2.60% | Reduce -2.5% | 88,243 | $23.3M |
| Whittier Trust Co. of Nevada Inc. | 0.57% | Reduce -0.0% | 87,988 | $23.2M |
| C V Starr & Co. Inc. | 18.03% | — | 87,465 | $23.1M |
| Glenview Trust Co | 0.43% | Reduce -0.7% | 87,447 | $23.1M |
| Full Sail Capital, LLC | 1.46% | Reduce -3.1% | 86,646 | $22.9M |
| Concourse Financial Group Securities, Inc. | 1.29% | Reduce -3.3% | 82,336 | $22.8M |
| Atria Wealth Solutions, Inc. | 0.25% | Reduce -7.1% | 85,048 | $22.5M |
| Pathway Financial Advisors LLC | 5.14% | Add +1.6% | 84,526 | $22.3M |
| Round Rock Advisors LLC | 4.57% | Add +0.1% | 84,353 | $22.3M |
| Wolff Financial Management LLC | 6.18% | Add +0.3% | 84,263 | $22.3M |
| Independent Advisor Alliance | 0.29% | Add +6229.8% | 82,920 | $21.9M |
| Wooster Corthell Wealth Management, Inc. | 4.74% | Reduce -1.0% | 82,474 | $21.8M |
| Montag A & Associates Inc. | 1.03% | Add +35.3% | 82,275 | $21.7M |
| Simmons Bank | 1.58% | Reduce -4.6% | 82,034 | $21.7M |
| Mesirow Financial Investment Management, Inc. | 0.43% | Reduce -50.7% | 81,235 | $21.5M |
| Oak Hill Wealth Advisors, LLC | 5.10% | — | 81,051 | $21.4M |
| Founders Financial Securities LLC | 1.91% | Add +0.1% | 80,238 | $21.2M |
| Prudent Investors Network, Inc. | 6.14% | Add +4.8% | 79,430 | $21.0M |
| McIlrath & Eck, LLC | 2.67% | Add +3.1% | 79,323 | $21.0M |
| Horizon Investments, LLC | 0.60% | Add +0.3% | 78,580 | $20.8M |
| Bokf, NA | 0.35% | Add +14.9% | 78,805 | $20.7M |
| Transamerica Financial Advisors, LLC | 2.00% | Reduce -1.6% | 76,674 | $20.3M |
| Marietta Wealth Management, LLC | 2.88% | Add +0.8% | 76,078 | $20.1M |
| Modera Wealth Management, LLC | 0.24% | Add +594.2% | 75,312 | $19.9M |
| Retirement Financial Solutions, LLC | 10.50% | Reduce -0.7% | 73,688 | $19.5M |
| Mason & Associates, LLC | 5.79% | Add +4.9% | 73,378 | $19.4M |
| Cadence Bank | 1.30% | Add +5.9% | 72,708 | $19.2M |
| Berkshire Asset Management LLC | 0.90% | Reduce -11.4% | 68,950 | $19.1M |
| FIDELIS iM, LLC | 9.32% | Reduce -12.3% | 71,880 | $19.0M |
| Trust Co of the South | 3.87% | Add +12.2% | 71,869 | $19.0M |
| Fidelis Capital Partners, LLC | 1.90% | Add +23.2% | 69,072 | $19.0M |
| Stratos Wealth Advisors, LLC | 0.91% | Reduce -7.0% | 71,540 | $18.9M |
| Burling Wealth Partners, LLC | 3.80% | — | 70,541 | $18.6M |
| Tectonic Advisors LLC | 1.22% | Add +3.0% | 70,476 | $18.6M |
| Wealthspire Retirement, LLC | 1.47% | Add +3.6% | 70,284 | $18.6M |
| Great Valley Advisor Group, Inc. | 0.41% | Add +11.0% | 69,197 | $18.3M |
| Mitchell McLeod Pugh & Williams Inc. | 3.81% | Add +9.9% | 68,789 | $18.2M |
| Salem Investment Counselors Inc. | 0.59% | Add +0.8% | 68,612 | $18.1M |
| Advantage Trust Co | 10.60% | Add +4.5% | 68,231 | $18.0M |
| Baltimore-Washington Financial Advisors, Inc. | 0.94% | Add +1.6% | 68,153 | $18.0M |
| Pinnacle Financial Partners Inc | 0.36% | Add +2.6% | 67,876 | $17.9M |
| Heritage Investors Management Corp. | 0.58% | Reduce -2.7% | 67,660 | $17.9M |
| Praetorian Wealth Management, Inc. | 4.33% | Reduce -0.9% | 67,547 | $17.8M |
| Twele Capital Management, Inc. | 3.76% | Add +7.3% | 67,165 | $17.7M |
| Northeast Investment Management | 0.79% | Add +2.5% | 67,116 | $17.7M |
| Shufro Rose & Co. LLC | 1.38% | Add +145.2% | 67,086 | $17.7M |
| Zhang Financial LLC | 1.01% | Add +15.1% | 66,885 | $17.7M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Reduce -4.4% | 66,545 | $17.6M |
| Exencial Wealth Advisors, LLC | 0.65% | Reduce -3.7% | 66,351 | $17.5M |
| Von Berge Wealth Management Group, LLC | 10.55% | Add +0.5% | 62,742 | $17.4M |
| First Horizon Advisors, Inc. | 0.49% | Reduce -4.0% | 65,712 | $17.4M |
| Ballentine Partners, LLC | 0.29% | Add +1.4% | 64,990 | $17.2M |
| Crane Advisory, LLC | 3.00% | Add +3.4% | 64,025 | $17.1M |
| Veracity Capital LLC | 6.18% | Add +4.4% | 64,330 | $17.0M |
| Grey Fox Wealth Advisors, LLC | 4.60% | Add +2.3% | 63,454 | $16.8M |
| Sage Rhino Capital LLC | 3.65% | Reduce -1.9% | 63,378 | $16.7M |
| Oppenheimer & Co. Inc. | 0.25% | Add +12.1% | 62,746 | $16.6M |
| Summit Financial, LLC | 0.58% | Add +8.5% | 62,524 | $16.5M |
| Betterment LLC | 0.04% | Add +61.8% | 62,028 | $16.4M |
| Staley Capital Advisers Inc. | 0.72% | Reduce -2.2% | 61,437 | $16.2M |
| Marshall Financial Group Inc. | 4.96% | Add +1.3% | 61,394 | $16.2M |
| AJ Advisors, LLC | 8.40% | Reduce -0.0% | 61,258 | $16.2M |
| Tarbox Family Office, Inc. | 2.66% | Add +0.1% | 61,105 | $16.1M |
| Choreo, LLC | 0.23% | Add +4.5% | 61,086 | $16.1M |
| Riverview Capital Advisers, LLC | 4.82% | Add +0.2% | 60,435 | $16.0M |
| Patriot Investment Management Group, Inc. | 1.19% | Reduce -2.9% | 60,025 | $15.9M |
| TrueWealth Financial Partners | 9.80% | Add +1.0% | 59,773 | $15.8M |
| Benjamin Edwards Inc. | 0.23% | Add +12.0% | 59,578 | $15.7M |
| Johnson Bixby & Associates, LLC | 2.40% | Add +5.4% | 59,516 | $15.7M |
| Intrust Bank NA | 1.57% | Add +2.6% | 58,677 | $15.5M |
| NORTHSTAR ASSET MANAGEMENT Co | 3.51% | Reduce -0.0% | 58,054 | $15.3M |
| Merit Financial Group, LLC | 0.27% | Add +14.1% | 57,718 | $15.2M |
| Single Point Partners, LLC | 3.50% | New | 57,528 | $15.2M |
| Frisch Financial Group, Inc. | 4.53% | Reduce -0.7% | 56,722 | $15.0M |
| Investments & Financial Planning, LLC | 9.20% | Add +1.1% | 56,484 | $14.9M |
| Nations Financial Group Inc, /Ia/ | 1.09% | Reduce -6.1% | 56,399 | $14.9M |
| D.A. Davidson & Co. | 0.12% | Add +0.5% | 56,185 | $14.8M |
| Sierra Capital LLC | 1.76% | Reduce -0.1% | 56,178 | $14.8M |
| Parallel Advisors, LLC | 0.33% | Add +0.6% | 56,090 | $14.8M |
| Wedmont Private Capital | 0.78% | Add +8.6% | 56,244 | $14.8M |
| Avidian Wealth Enterprises, LLC | 0.66% | Reduce -2.2% | 55,541 | $14.7M |
| Roof Eidam Maycock Peralta, LLC | 3.69% | Add +2.1% | 54,067 | $14.3M |
| Sepio Capital, LP | 1.14% | Add +31.9% | 53,944 | $14.2M |
| Principal Financial Group Inc. | 0.01% | Add +88.2% | 53,712 | $14.2M |
| Daymark Wealth Partners, LLC | 0.59% | Add +57.5% | 53,282 | $14.1M |
| Iron Horse Wealth Management, LLC | 4.70% | Add +3.0% | 53,010 | $14.0M |
| James Reed Financial Services, Inc. | 14.57% | — | 52,884 | $14.0M |
| Fee-Only Financial Planning, L.C. | 8.95% | Reduce -0.7% | 52,467 | $13.9M |
| Buck Wealth Strategies, LLC | 2.87% | Add +80.1% | 52,238 | $13.8M |
| Geller Advisors LLC | 0.90% | No change | 52,086 | $13.8M |
| Sylvest Advisors, LLC | 8.44% | — | 51,954 | $13.7M |
| DORVAL Corp | 5.44% | Add +2.3% | 51,807 | $13.7M |
| Carnegie Investment Counsel | 0.39% | Add +3.4% | 51,727 | $13.7M |
| US Financial Advisors, LLC | 4.20% | Add +1.3% | 51,707 | $13.7M |
| Legend Financial Advisors, Inc. | 9.61% | Reduce -1.0% | 51,585 | $13.6M |
| Cook Wealth, LLC | 6.39% | Add +11.6% | 49,101 | $13.6M |
| Jackson, Grant Investment Advisers, Inc. | 5.24% | Add +3.3% | 51,538 | $13.6M |
| Kiely Wealth Advisory Group, Inc. | 8.72% | Reduce -2.3% | 48,769 | $13.6M |
| Apella Capital, LLC | 0.52% | Add +6.5% | 51,315 | $13.6M |
| McAdam, LLC | 0.74% | Add +1.2% | 51,102 | $13.5M |
| Cordgrass Capital Advisors, LLC | 3.90% | Add +1.4% | 50,864 | $13.4M |
| Core Wealth Advisors, Inc. | 4.42% | Reduce -2.0% | 50,784 | $13.4M |
| Consilio Wealth Advisors, LLC | 5.48% | Reduce -0.9% | 50,703 | $13.4M |
| Ruggaard & Associates LLC | 5.87% | Add +0.2% | 50,685 | $13.4M |
| M Holdings Securities, Inc. | 2.10% | New | 49,429 | $13.1M |
| Centerline Wealth Advisors, LLC | 7.56% | — | 49,000 | $12.9M |
| Capital Planning LLC | 3.38% | Add +1.2% | 48,795 | $12.9M |
| Scott Capital Advisors, LLC | 3.70% | Add +1.4% | 48,737 | $12.9M |
| Hillman Co. | 5.40% | No change | 48,319 | $12.8M |
| TD Private Client Wealth LLC | 0.36% | Reduce -0.1% | 48,156 | $12.7M |
| Whelan Financial | 4.98% | Reduce -1.0% | 47,960 | $12.7M |
| Brand Asset Management Group, Inc. | 5.14% | Reduce -2.0% | 47,880 | $12.6M |
| Next Level Wealth Planning, LLC | 9.91% | — | 47,676 | $12.6M |
| Vanguard Group Inc. | 0.00% | Add +10.4% | 47,637 | $12.6M |
| Caprock Group, LLC | 0.41% | Add +1.9% | 47,504 | $12.5M |
| jvl associates llc | 4.75% | Reduce -0.8% | 47,477 | $12.5M |
| Manchester Capital Management LLC | 1.44% | Add +1.6% | 46,991 | $12.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -9.0% | 46,977 | $12.4M |
| Cornerstone Advisory, LLC | 1.41% | Add +39.6% | 44,961 | $12.4M |
| Citigroup Inc. | 0.01% | Add +43.9% | 46,890 | $12.4M |
| Custos Family Office, LLC | 4.33% | Add +7.1% | 46,854 | $12.4M |
| TriaGen Wealth Management LLC | 4.17% | Add +0.7% | 46,801 | $12.4M |
| Roundview Capital LLC | 0.86% | Add +3.1% | 46,793 | $12.4M |
| First National Corp. /Ma/ | 2.79% | Add +1.5% | 46,698 | $12.3M |
| Bridges Investment Management Inc. | 0.17% | Add +0.1% | 46,511 | $12.3M |
| McNaughton Wealth Management, LLC | 5.89% | Add +0.6% | 46,272 | $12.2M |
| Graypoint LLC | 0.74% | Reduce -7.7% | 46,212 | $12.2M |
| Pinnacle Associates Ltd. | 0.17% | Add +7.9% | 46,208 | $12.2M |
| Towerpoint Wealth, LLC | 5.96% | Add +27.2% | 46,077 | $12.2M |
| Meridian Management Co. | 3.20% | Reduce -13.7% | 45,999 | $12.1M |
| Gemmer Asset Management LLC | 1.19% | Reduce -4.7% | 45,953 | $12.1M |
| Asset Management Group, Inc. | 2.14% | Add +3.1% | 45,602 | $12.0M |
| EnRich Financial Partners LLC | 3.98% | Add +3.7% | 45,254 | $12.0M |
| Sandy Cove Advisors, LLC | 4.69% | Reduce -0.2% | 45,251 | $12.0M |
| LBMC Investment Advisors, LLC | 0.93% | Reduce -0.5% | 44,524 | $11.8M |
| VSM Wealth Advisory, LLC | 4.18% | — | 44,347 | $11.7M |
| Connable Office Inc. | 1.21% | New | 44,114 | $11.7M |
| Principal Securities, Inc. | 0.26% | Add +2.4% | 44,066 | $11.6M |
| Black Diamond Financial, LLC | 1.74% | Reduce -0.3% | 44,042 | $11.6M |
| Somnio Financial Group, LLC | 9.28% | Add +3.3% | 43,949 | $11.6M |
| James J. Burns & Company, LLC | 2.01% | Add +6.4% | 43,826 | $11.6M |
| Ironsides Asset Advisors, LLC | 3.27% | Add +0.3% | 43,233 | $11.4M |
| Advyzon Investment Management, LLC | 4.39% | — | 43,102 | $11.4M |
| Anderson Hoagland & Co. | 1.16% | Reduce -3.3% | 41,273 | $11.3M |
| Concurrent Investment Advisors, LLC | 0.31% | Reduce -0.6% | 42,657 | $11.3M |
| Franklin Resources Inc. | 0.00% | Add +4.6% | 42,627 | $11.3M |
| Waverly Advisors, LLC | 0.17% | Add +19.8% | 42,377 | $11.2M |
| Fort Point Capital Partners LLC | 1.25% | Add +144.2% | 42,357 | $11.2M |
| Arkos Global Advisors | 1.63% | Reduce -1.8% | 42,092 | $11.1M |
| Bank of New Hampshire | 2.85% | Reduce -2.3% | 41,950 | $11.1M |
| KMG Fiduciary Partners, LLC | 0.92% | Reduce -2.0% | 41,864 | $11.1M |
| Ancora Advisors LLC | 0.25% | Reduce -1.1% | 41,779 | $11.0M |
| Antonelli Financial Advisors, LLC | 9.31% | — | 41,712 | $11.0M |
| Aries Wealth Management | 3.01% | Add +1.0% | 41,405 | $10.9M |
| Rooted Wealth Advisors, Inc. | 4.28% | Add +4572.5% | 41,165 | $10.9M |
| Red Wave Investments LLC | 3.82% | Reduce -3.2% | 41,332 | $10.9M |
| Lowe Brockenbrough & Co. Inc. | 0.70% | Reduce -3.1% | 41,306 | $10.9M |
| Wealthcare Advisory Partners LLC | 0.30% | Add +0.8% | 40,907 | $10.8M |
| Noble Family Wealth, LLC | 2.96% | Reduce -0.5% | 40,715 | $10.8M |
| Avion Wealth | 2.76% | Reduce -1.1% | 40,638 | $10.7M |
| Gratus Wealth Advisors, LLC | 1.71% | Reduce -0.8% | 40,494 | $10.7M |
| NorthCoast Asset Management LLC | 0.05% | Add +6.9% | 40,285 | $10.6M |
| CRA Financial Services, LLC | 1.82% | Add +5.7% | 40,251 | $10.6M |
| New Insight Wealth Advisors | 5.32% | Add +1.2% | 40,246 | $10.6M |
| Drive Wealth Management, LLC | 2.59% | Add +9.5% | 40,024 | $10.6M |
| ForthRight Wealth Management, LLC | 3.52% | Add +1.6% | 39,991 | $10.6M |
| Sebold Capital Management, Inc. | 7.08% | Reduce -0.4% | 39,989 | $10.6M |
| First National Bank Sioux Falls | 4.47% | Add +15.4% | 39,701 | $10.5M |
| Rossmore Private Capital | 1.29% | Reduce -5.4% | 39,542 | $10.4M |
| Aspire Capital Advisors LLC | 2.98% | Reduce -0.5% | 39,472 | $10.4M |
| Stratos Wealth Partners, LTD. | 0.15% | Reduce -17.7% | 39,225 | $10.4M |
| Commerce Bank | 0.06% | Reduce -1.4% | 39,217 | $10.4M |
| JDM Financial Group LLC | 5.35% | Reduce -0.5% | 38,971 | $10.3M |
| Savant Capital, LLC | 0.08% | Reduce -14.6% | 38,928 | $10.3M |
| Hall Capital Management Co. Inc. | 4.77% | — | 38,741 | $10.2M |
| David Kennon Inc | 4.03% | Add +0.5% | 38,681 | $10.2M |
| Randall & Associates Wealth Management | 8.47% | Add +61.0% | 38,640 | $10.2M |
| Renaissance Technologies | 0.02% | Add +1145.2% | 38,600 | $10.2M |
| Avior Wealth Management, LLC | 0.37% | Add +7.9% | 40,509 | $10.2M |
| Goldstone Financial Group, LLC | 1.59% | Add +20.9% | 38,415 | $10.1M |
| Freedom Financial Partners LLC | 4.88% | — | 38,288 | $10.1M |
| F/m Investments LLC | 0.37% | Add +14.0% | 38,240 | $10.1M |
| Canandaigua National Bank & Trust Co. | 1.00% | Reduce -0.9% | 38,177 | $10.1M |
| BTG Pactual Asset Management US LLC | 1.30% | Reduce -4.3% | 36,622 | $10.1M |
| Gray Wealth Management Inc. | 3.77% | Add +4.7% | 37,657 | $9.9M |
| Sfm, LLC | 6.98% | Reduce -1.5% | 37,521 | $9.9M |
| Fortitude Family Office, LLC | 3.53% | Add +19.7% | 37,431 | $9.9M |
| Cozad Asset Management Inc. | 0.92% | Add +9.5% | 37,328 | $9.9M |
| J.W. Cole Advisors, Inc. | 0.40% | Add +7.2% | 37,324 | $9.9M |
| Traction Financial Partners, LLC | 7.64% | Add +2.4% | 37,223 | $9.8M |
| Private Advisory Group LLC | 1.10% | Add +2.4% | 37,148 | $9.8M |
| Daner Wealth Management, LLC | 7.18% | — | 35,230 | $9.8M |
| Parr McKnight Wealth Management Group, LLC | 1.40% | — | 36,980 | $9.8M |
| Zuckerman Investment Group, LLC | 0.92% | Add +5.3% | 34,795 | $9.6M |
| Beacon Financial Strategies CORP | 6.36% | Add +3.1% | 36,022 | $9.5M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 3.62% | Add +0.8% | 35,935 | $9.5M |
| Horizons Wealth Management | 7.33% | Add +1.0% | 35,792 | $9.5M |
| Townsquare Capital LLC | 0.11% | Add +51.6% | 35,725 | $9.4M |
| Global Retirement Partners, LLC | 0.27% | Reduce -0.1% | 35,577 | $9.4M |
| Curi Capital, LLC | 0.22% | Reduce -0.3% | 35,336 | $9.3M |
| Addis & Hill, Inc | 6.89% | Add +13.2% | 35,274 | $9.3M |
| Bailard, Inc. | 0.24% | No change | 35,182 | $9.3M |
| Wheelhouse Advisory Group LLC | 5.51% | Add +5.0% | 35,164 | $9.3M |
| Prospera Financial Services Inc | 0.22% | Add +1.3% | 35,092 | $9.3M |
| Sage Financial Group Inc. | 0.75% | Add +3.6% | 35,070 | $9.3M |
| Smith & Howard Wealth Management, LLC | 2.61% | Reduce -1.0% | 34,979 | $9.2M |
| Kestra Private Wealth Services, LLC | 0.16% | Add +3.0% | 34,844 | $9.2M |
| Elevation Wealth Partners, LLC | 3.86% | Add +7.4% | 34,570 | $9.1M |
| Texas Yale Capital Corp. | 0.36% | Add +0.7% | 34,366 | $9.1M |
| Financial Futures Ltd Liability Co. | 5.14% | Reduce -5.8% | 34,277 | $9.1M |
| First Bancorp, Inc | 6.17% | Add +4.8% | 34,168 | $9.0M |
| Meridian Wealth Advisors, LLC | 1.49% | Add +7.2% | 34,160 | $9.0M |
| B. Riley Wealth Advisors, Inc. | 0.30% | Reduce -17.1% | 34,109 | $9.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.21% | Reduce -13.8% | 34,061 | $9.0M |
| Sagace Wealth Management LLC | 6.71% | Add +132.7% | 33,904 | $9.0M |
| Kingsview Wealth Management, LLC | 0.17% | Add +7.6% | 33,824 | $8.9M |
| TD Capital Management LLC | 0.91% | Reduce -2.3% | 33,794 | $8.9M |
| Manning & Napier Advisors LLC | 0.10% | Add +0.1% | 33,771 | $8.9M |
| Houlihan Financial Resource Group, Ltd. | 3.77% | Reduce -4.7% | 33,460 | $8.8M |
| Valmark Advisers, Inc. | 0.14% | Add +0.7% | 33,375 | $8.8M |
| Prosperitas Financial LLC | 4.44% | Add +1.8% | 33,250 | $8.8M |
| Ethos Financial Group, LLC | 1.15% | Add +3697.9% | 33,194 | $8.8M |
| 4Thought Financial Group Inc. | 5.43% | Reduce -8.2% | 33,103 | $8.7M |
| OneAscent Financial Services LLC | 0.74% | New | 33,100 | $8.7M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.92% | Reduce -0.0% | 33,068 | $8.7M |
| Diversify Wealth Management, LLC | 0.68% | Add +8.2% | 33,230 | $8.7M |
| Whitegate Investment Counselors, Inc. | 2.98% | Reduce -53.8% | 32,948 | $8.7M |
| CoreCap Advisors, LLC | 0.39% | Add +6.5% | 32,443 | $8.6M |
| Morningstar Investment Services LLC | 0.78% | Reduce -89.6% | 32,367 | $8.5M |
| Prime Capital Investment Advisors, LLC | 0.12% | Reduce -3.0% | 32,316 | $8.5M |
| Almanack Investment Partners, LLC. | 1.31% | Reduce -4.0% | 32,276 | $8.5M |
| Waller Financial Planning Group, Inc. | 2.15% | Add +6.0% | 32,241 | $8.5M |
| Grove Bank & Trust | 1.18% | Add +27.8% | 32,165 | $8.5M |
| Keybank National Association | 0.03% | Add +6.4% | 32,140 | $8.5M |
| Evermay Wealth Management LLC | 1.28% | Reduce -0.1% | 31,997 | $8.5M |
| Principle Wealth Partners LLC | 0.59% | Add +1.7% | 31,927 | $8.4M |
| Acropolis Investment Management, LLC | 0.50% | Reduce -0.2% | 31,874 | $8.4M |
| O'Connor Financial Group LLC | 4.39% | Reduce -0.5% | 31,772 | $8.4M |
| Kathleen S. Wright Associates Inc. | 3.49% | Add +6.5% | 31,750 | $8.4M |
| Fischer Investment Strategies, LLC | 6.60% | Add +34.7% | 31,452 | $8.3M |
| Headinvest, LLC | 1.56% | Add +7.7% | 31,285 | $8.3M |
| Bradley Foster & Sargent Inc. | 0.14% | Reduce -3.2% | 31,184 | $8.2M |
| Financial Management Professionals, Inc. | 1.03% | Add +1.3% | 30,925 | $8.2M |
| Verus Financial Partners, Inc. | 0.91% | Reduce -4.5% | 30,756 | $8.1M |
| Dakota Wealth Management | 0.19% | Add +3.2% | 30,537 | $8.1M |
| FLC Capital Advisors | 1.85% | Add +1.4% | 30,419 | $8.0M |
| Family Investment Center, Inc. | 2.03% | Reduce -1.6% | 30,267 | $8.0M |
| Optas, LLC | 1.72% | Add +1.5% | 30,150 | $8.0M |
| Texas Capital Bank Wealth Management Services Inc | 0.81% | Reduce -11.2% | 30,093 | $7.9M |
| Warner Financial, Inc. | 3.41% | Add +2.0% | 30,050 | $7.9M |
| Harbor Advisory Corp. | 2.59% | Add +16.6% | 29,896 | $7.9M |
| Caldwell Trust Co | 0.82% | Add +1.4% | 29,873 | $7.9M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -4.4% | 29,813 | $7.9M |
| Howe & Rusling Inc. | 0.68% | Add +2.9% | 29,802 | $7.9M |
| M&T Bank Corp | 0.03% | Add +1.2% | 29,695 | $7.8M |
| Nikulski Financial, Inc. | 2.30% | Add +0.5% | 29,683 | $7.8M |
| Capital Investment Advisory Services, LLC | 0.75% | Reduce -4.9% | 29,575 | $7.8M |
| Cary Street Partners Financial LLC | 0.25% | — | 29,572 | $7.8M |
| Uptown Financial Advisors LLC | 8.38% | — | 29,432 | $7.8M |
| Crestwood Advisors Group, LLC | 0.15% | Add +1.6% | 29,379 | $7.8M |
| CPA Asset Management Group, LLC | 3.60% | Add +15.6% | 29,318 | $7.7M |
| EP Wealth Advisors, LLC | 0.06% | Add +1.5% | 29,222 | $7.7M |
| XML Financial, LLC | 0.71% | Add +6.5% | 29,210 | $7.7M |
| Greenbush Financial Group, LLC | 4.06% | — | 29,159 | $7.7M |
| Visionary Wealth Advisors | 0.45% | Reduce -0.9% | 29,131 | $7.7M |
| Gill Capital Partners, LLC | 2.74% | Reduce -0.3% | 28,888 | $7.6M |
| 1900 Wealth Management LLC | 0.64% | Reduce -2.6% | 28,856 | $7.6M |
| Chesley Taft & Associates LLC | 0.35% | Add +0.9% | 28,458 | $7.5M |
| MorganRosel Wealth Management, LLC | 2.46% | Add +2.6% | 28,414 | $7.5M |
| Beirne Wealth Consulting Services, LLC | 2.68% | Add +0.4% | 28,116 | $7.4M |
| RKL Wealth Management LLC | 0.66% | Reduce -9.2% | 28,043 | $7.4M |
| TruWealth Advisors, LLC | 0.45% | Reduce -0.5% | 27,975 | $7.4M |
| Quest Investment Management LLC | 0.85% | Reduce -1.1% | 27,834 | $7.4M |
| Wealthedge Investment Advisors, LLC | 3.31% | — | 27,805 | $7.3M |
| Holos Integrated Wealth LLC | 5.01% | — | 27,766 | $7.3M |
| Elwood & Goetz Wealth Advisory Group, LLC | 1.77% | Add +0.5% | 27,544 | $7.3M |
| Bridgewealth Advisory Group, LLC | 2.05% | Add +17.9% | 26,211 | $7.2M |
| Integrated Advisors Network LLC | 0.35% | Add +1.6% | 27,396 | $7.2M |
| Tsfg, LLC | 1.47% | Add +3.0% | 27,178 | $7.2M |
| JNBA Financial Advisors | 0.73% | Reduce -0.9% | 27,168 | $7.2M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +17.0% | 27,122 | $7.2M |
| Beam Wealth Advisors, Inc. | 2.27% | Add +3.0% | 27,113 | $7.2M |
| Advisory Services Network, LLC | 0.13% | Add +4.3% | 27,080 | $7.2M |
| Mgo One Seven LLC | 0.27% | Add +8.8% | 26,975 | $7.1M |
| Amara Financial, Llc. | 6.57% | Add +7.2% | 26,953 | $7.1M |
| Benchmark Financial Wealth Advisors, LLC | 2.28% | Add +2.4% | 26,889 | $7.1M |
| Blackston Financial Advisory Group, LLC | 3.54% | Reduce -0.5% | 26,880 | $7.1M |
| Cwm, LLC | 0.03% | Add +90.3% | 26,879 | $7.1M |
| Creekside Partners | 3.67% | Add +2.0% | 26,790 | $7.1M |
| WASHINGTON TRUST Co | 0.25% | Add +7.5% | 26,745 | $7.1M |
| Vident Advisory, LLC | 0.12% | Add +100.0% | 26,724 | $7.1M |
| Bull Oak Capital, LLC | 3.92% | Add +4.4% | 26,680 | $7.0M |
| Park Avenue Securities LLC | 0.07% | Add +4.5% | 26,530 | $7.0M |
| Sawgrass Asset Management LLC | 0.77% | Add +2.5% | 26,458 | $7.0M |
| Aveo Capital Partners, LLC | 0.76% | Reduce -1.1% | 26,303 | $6.9M |
| Nwam LLC | 0.43% | Add +2.7% | 26,299 | $6.9M |
| Fiduciary Advisors, Inc. | 6.97% | — | 26,212 | $6.9M |
| Horizon Family Wealth, Inc. | 4.58% | Add +7.1% | 26,088 | $6.9M |
| WMS Partners, LLC | 0.39% | Reduce -3.0% | 26,055 | $6.9M |
| Bristlecone Advisors, LLC | 0.54% | Add +1.6% | 26,052 | $6.9M |
| Brighton Jones LLC | 0.20% | Add +127.4% | 26,032 | $6.9M |
| May Hill Capital, LLC | 2.64% | — | 25,839 | $6.8M |
| Fonville Wealth Management LLC | 2.25% | Add +4.5% | 25,776 | $6.8M |
| Forum Private Client Group LLC | 3.02% | Add +3.7% | 25,768 | $6.8M |
| Parsons Capital Management Inc. | 0.37% | Add +3.1% | 25,562 | $6.8M |
| Cahill Financial Advisors Inc. | 0.91% | Add +0.3% | 25,479 | $6.7M |
| Ameraudi Asset Management, Inc. | 3.71% | Reduce -30.8% | 25,430 | $6.7M |
| Northcape Wealth Management, LLC | 2.15% | Reduce -0.6% | 25,205 | $6.7M |
| United Bank | 0.79% | Reduce -3.0% | 25,049 | $6.6M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +9.8% | 25,004 | $6.6M |
| Moneco Advisors, LLC | 0.69% | Reduce -7.0% | 24,608 | $6.5M |
| Ameritas Advisory Services, LLC | 0.22% | Reduce -44.1% | 24,588 | $6.5M |
| Essex Financial Services, Inc. | 0.46% | Add +2.9% | 24,585 | $6.5M |
| First Merchants Corp. | 0.25% | Add +2.0% | 24,468 | $6.5M |
| Drucker Wealth 3.0, LLC | 1.49% | Add +42.2% | 24,413 | $6.4M |
| Compound Planning, Inc. | 0.32% | Add +27.5% | 24,327 | $6.4M |
| Synovus Financial Corp. | 0.08% | Reduce -45.7% | 24,235 | $6.4M |
| Gladstone Institutional Advisory LLC | 0.30% | Add +6.1% | 24,224 | $6.4M |
| Walkner Condon Financial Advisors LLC | 1.29% | Reduce -1.7% | 24,094 | $6.4M |
| Johnson Investment Counsel Inc. | 0.06% | Add +0.8% | 24,069 | $6.4M |
| Steph & Co. | 2.14% | Reduce -2.7% | 24,015 | $6.3M |
| Farrell Financial LLC | 4.53% | Reduce -0.2% | 24,000 | $6.3M |
| Cascade Financial Partners, LLC | 0.82% | Reduce -0.9% | 23,848 | $6.3M |
| Culbertson A N & Co. Inc. | 1.00% | Add +0.0% | 23,827 | $6.3M |
| Wescott Financial Advisory Group, LLC | 0.65% | Reduce -15.8% | 23,720 | $6.3M |
| Envision Financial LLC | 4.99% | — | 23,570 | $6.2M |
| KFA Private Wealth Group, LLC | 2.60% | Reduce -7.8% | 23,508 | $6.2M |
| Sowell Financial Services LLC | 0.33% | Reduce -9.6% | 23,507 | $6.2M |
| Cypress Wealth Services, LLC | 1.25% | Reduce -3.2% | 23,474 | $6.2M |
| Bernardo Wealth Planning LLC | 1.48% | Reduce -31.8% | 23,590 | $6.2M |
| Capital Advantage, Inc. | 1.12% | Add +8.1% | 23,191 | $6.1M |
| Harbour Investments, Inc. | 0.18% | Add +4.8% | 23,118 | $6.1M |
| Ausdal Financial Partners, Inc. | 0.53% | Reduce -3.1% | 23,054 | $6.1M |
| Gilman Hill Asset Management, LLC | 1.06% | Add +19.9% | 22,987 | $6.1M |
| Sigma Planning Corp | 0.19% | Reduce -1.4% | 22,861 | $6.0M |
| Lokken Investment Group LLC | 2.60% | Reduce -3.0% | 22,809 | $6.0M |
| CAP Partners, LLC | 4.24% | Reduce -0.7% | 22,792 | $6.0M |
| United Capital Financial Advisors, LLC | 0.05% | Add +0.4% | 22,732 | $6.0M |
| First PREMIER Bank | 1.53% | Reduce -0.3% | 22,711 | $6.0M |
| Trinity Financial Advisors LLC | 2.26% | Add +91.4% | 22,565 | $6.0M |
| One Capital Management, LLC | 0.20% | Reduce -0.5% | 22,434 | $5.9M |
| MBL Wealth, LLC | 0.59% | Reduce -1.5% | 22,273 | $5.9M |
| PAX Financial Group, LLC | 1.05% | Reduce -5.5% | 22,124 | $5.8M |
| Councilor Wealth, LLC | 2.78% | Add +9.8% | 22,121 | $5.8M |
| Latko Wealth Management, Ltd. | 3.43% | Reduce -1.0% | 21,896 | $5.8M |
| Capital Insight Partners, LLC | 1.00% | Reduce -2.0% | 21,872 | $5.8M |
| Kagan Cocozza Asset Management | 4.79% | — | 21,855 | $5.8M |
| Mystic Asset Management, Inc. | 1.55% | Reduce -0.1% | 21,829 | $5.8M |
| Rialto Wealth Management, LLC | 1.90% | — | 21,816 | $5.8M |
| Grant Street Asset Management, Inc. | 1.48% | Add +6.0% | 21,468 | $5.7M |
| Benchmark Wealth Management, LLC | 2.79% | Add +0.2% | 21,465 | $5.7M |
| Retirement Planning Group, LLC | 0.28% | Reduce -29.9% | 21,266 | $5.6M |
| DAVENPORT & Co LLC | 0.03% | Reduce -1.0% | 21,128 | $5.6M |
| Jackson Square Capital, LLC | 1.34% | Add +114.4% | 21,119 | $5.6M |
| Strategic Investment Advisors / MI | 0.59% | Add +8.0% | 21,003 | $5.5M |
| Perigon Wealth Management, LLC | 0.14% | Add +2.5% | 20,253 | $5.5M |
| Robinswood Financial LLC | 2.07% | Reduce -0.6% | 20,741 | $5.5M |
| William Mack & Associates, Inc. | 5.73% | — | 20,729 | $5.5M |
| Algorithmic Investment Models, LLC | 4.22% | No change | 20,727 | $5.5M |
| Continuum Advisory, LLC | 0.70% | Add +0.5% | 20,707 | $5.5M |
| Advisors Capital Management, LLC | 0.09% | Add +0.2% | 20,652 | $5.5M |
| Spinnaker Trust | 0.34% | Add +0.9% | 20,637 | $5.5M |
| Clayton Financial Group LLC | 1.96% | Add +3.0% | 20,616 | $5.4M |
| Centurion Wealth Management LLC | 1.69% | Add +0.3% | 20,506 | $5.4M |
| Destiny Wealth Partners, LLC | 0.88% | Add +2.1% | 20,505 | $5.4M |
| Refined Wealth Management | 4.12% | Reduce -0.7% | 20,472 | $5.4M |
| FDx Advisors, Inc. | 1.57% | Add +128.7% | 20,294 | $5.4M |
| Kendall Capital Management | 1.55% | No change | 20,042 | $5.3M |
| Bartlett & Co. Wealth Management LLC | 0.08% | Reduce -3.4% | 20,040 | $5.3M |
| Factor Wealth Management LTD | 1.75% | — | 20,008 | $5.3M |
| Calamos Wealth Management LLC | 0.27% | Add +0.1% | 19,999 | $5.3M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +64.9% | 19,991 | $5.3M |
| Roger Wittlin Investment Advisory, LLC | 2.92% | Add +0.4% | 19,754 | $5.2M |
| Sage Mountain Advisors LLC | 0.38% | Add +10.0% | 19,740 | $5.2M |
| RFG Advisory, LLC | 0.15% | Reduce -5.7% | 19,716 | $5.2M |
| Titleist Asset Management, LLC | 0.60% | Add +233.6% | 19,666 | $5.2M |
| Merriman Wealth Management, LLC | 0.21% | Reduce -3.3% | 19,529 | $5.2M |
| D.B. Root & Company, LLC | 1.64% | New | 19,475 | $5.1M |
| Scotia Capital Inc. | 0.03% | Reduce -0.1% | 19,445 | $5.1M |
| Mutual Advisors, LLC | 0.15% | Reduce -8.1% | 18,846 | $5.1M |
| Stratos Investment Management, LLC | 0.31% | Reduce -1.5% | 19,425 | $5.1M |
| Marquette Associates, Inc. | 4.21% | Add +3.5% | 19,226 | $5.1M |
| GFS Advisors, LLC | 0.77% | New | 19,135 | $5.1M |
| StoneX Group Inc. | 0.28% | Reduce -1.6% | 19,098 | $5.0M |
| King Wealth Management Group | 0.73% | Add +13.6% | 18,977 | $5.0M |
| Legacy Edge Advisors, LLC | 0.80% | Add +7.7% | 18,968 | $5.0M |
| BBR Partners, LLC | 0.35% | Add +0.1% | 18,954 | $5.0M |
| Regal Investment Advisors LLC | 0.38% | Reduce -12.7% | 18,937 | $5.0M |
| Lindbrook Capital, LLC | 0.45% | Reduce -0.9% | 18,895 | $5.0M |
| Family Legacy, Inc. | 1.68% | Reduce -0.1% | 18,631 | $5.0M |
| Spectrum Investment Advisors, Inc. | 3.29% | Add +2.6% | 18,668 | $4.9M |
| Gleason Group, Inc. | 0.86% | Add +0.4% | 18,498 | $4.9M |
| Motley Fool Wealth Management, LLC | 0.25% | Add +6.4% | 18,348 | $4.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.65% | Add +1.9% | 18,344 | $4.8M |
| S.A. Mason LLC | 2.54% | Reduce -0.2% | 18,290 | $4.8M |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 4.89% | Reduce -8.9% | 18,226 | $4.8M |
| SVB Wealth LLC | 0.09% | New | 18,132 | $4.8M |
| VestGen Investment Management | 1.30% | Reduce -5.4% | 18,054 | $4.8M |
| Accelerate Investment Advisors LLC | 4.20% | Add +5.1% | 18,045 | $4.8M |
| SouthState Bank Corp | 0.31% | Reduce -0.3% | 17,857 | $4.7M |
| BKM Wealth Management, LLC | 1.93% | Reduce -3.0% | 17,792 | $4.7M |
| Narus Financial Partners, LLC | 1.58% | Add +4.5% | 17,720 | $4.7M |
| Keystone Financial Group | 0.46% | Add +0.5% | 17,703 | $4.7M |
| Retirement Income Solutions, Inc. | 0.94% | Reduce -9.8% | 17,666 | $4.7M |
| Meridian Financial Advisors, LLC | 3.21% | Reduce -1.6% | 17,601 | $4.6M |
| TrinityPoint Wealth, LLC | 0.65% | Add +1.7% | 17,576 | $4.6M |
| Acorn Financial Advisory Services Inc. | 0.76% | Reduce -14.8% | 17,477 | $4.6M |
| Mather Group, Llc. | 0.06% | Add +1.7% | 17,433 | $4.6M |
| Shorepoint Capital Partners LLC | 1.05% | Reduce -1.0% | 17,413 | $4.6M |
| First United Bank & Trust | 1.66% | Add +6.7% | 17,313 | $4.6M |
| Marathon Strategic Advisors, LLC | 4.90% | Reduce -0.9% | 17,154 | $4.5M |
| White Lighthouse Investment Management Inc. | 0.78% | Add +3.1% | 16,913 | $4.5M |
| Pacific Center for Financial Services | 1.15% | Reduce -1.4% | 16,910 | $4.5M |
| WP Advisors, LLC | 1.48% | Add +7.4% | 16,845 | $4.4M |
| Argent Trust Co | 0.18% | Add +3.9% | 16,844 | $4.4M |
| Berkeley Capital Partners, LLC | 1.23% | Add +1.3% | 16,817 | $4.4M |
| Smith, Moore & Co. | 0.40% | Reduce -6.1% | 16,724 | $4.4M |
| City Holding Co. | 0.62% | Add +4.3% | 16,495 | $4.4M |
| Colorado Capital Management, Inc. | 2.11% | Add +59.0% | 16,480 | $4.4M |
| Uptick Partners, LLC | 1.58% | Add +4.0% | 16,480 | $4.4M |
| Boston Trust Walden Corp | 0.03% | Add +113.8% | 16,475 | $4.4M |
| Marcum Wealth, LLC | 0.38% | Reduce -0.6% | 16,456 | $4.3M |
| Atria Investments, Inc | 0.05% | Add +3.0% | 16,406 | $4.3M |
| Rwa Wealth Partners, LLC | 0.05% | Add +11.4% | 16,360 | $4.3M |
| Philadelphia Trust Co. | 0.32% | No change | 16,355 | $4.3M |
| Cascades Capital Asset Management, LLC | 2.36% | Add +13.2% | 16,333 | $4.3M |
| Americana Partners, LLC | 0.18% | Reduce -54.5% | 16,291 | $4.3M |
| Veridan Wealth LLC | 2.02% | — | 15,666 | $4.3M |
| Rockingstone Advisors LLC | 1.90% | Add +4.7% | 16,276 | $4.3M |
| Fort Washington Investment Advisors Inc. | 0.03% | Reduce -2.9% | 16,243 | $4.3M |
| Fortis Group Advisors, LLC | 0.80% | Reduce -1.8% | 16,169 | $4.3M |
| Innovative Wealth Building LLC | 3.86% | — | 16,156 | $4.3M |
| Gainplan LLC | 1.62% | Reduce -2.2% | 16,117 | $4.3M |
| Modern Wealth Management, LLC | 0.16% | Reduce -3.1% | 16,052 | $4.2M |
| Grandview Asset Management LLC | 1.55% | New | 16,033 | $4.2M |
| RW Investment Management LLC | 0.51% | Reduce -1.9% | 15,929 | $4.2M |
| Wilson & Boucher Capital Management, LLC | 2.98% | Add +3.2% | 15,906 | $4.2M |
| Silverleafe Capital Partners, LLC | 1.33% | Add +31.7% | 15,886 | $4.2M |
| Arete Wealth Advisors, LLC | 0.30% | Add +90.0% | 15,884 | $4.2M |
| Founders Grove Wealth Partners, LLC | 1.21% | — | 15,877 | $4.2M |
| AdvisorNet Financial, Inc | 0.35% | Add +13.4% | 15,766 | $4.2M |
| FinDec Wealth Services, Inc. | 2.85% | Reduce -18.8% | 15,529 | $4.1M |
| MY Wealth Management Inc. | 4.09% | Reduce -0.5% | 15,526 | $4.1M |
| Bearing Point Capital, LLC | 0.85% | — | 15,493 | $4.1M |
| Mokosak Advisory Group, LLC | 1.22% | Reduce -1.9% | 15,416 | $4.1M |
| Legacy Financial Group LLC | 0.66% | Reduce -6.3% | 15,398 | $4.1M |
| Salomon & Ludwin, LLC | 0.43% | Reduce -2.2% | 15,379 | $4.1M |
| Foster Victor Wealth Advisors, LLC | 0.31% | Reduce -4.3% | 14,806 | $4.1M |
| BCGM Wealth Management, LLC | 1.29% | Reduce -0.4% | 15,342 | $4.1M |
| Ellenbecker Investment Group | 0.72% | Reduce -1.9% | 15,251 | $4.0M |
| Verus Capital Partners, LLC | 0.38% | Add +1.0% | 15,219 | $4.0M |
| Gradient Capital Advisors, LLC | 1.29% | Add +2.5% | 15,183 | $4.0M |
| Hilltop Wealth Advisors, LLC | 2.03% | Reduce -1.5% | 15,182 | $4.0M |
| Guardian Wealth Advisors, LLC / NC | 0.32% | Reduce -1.2% | 15,178 | $4.0M |
| Composition Wealth, LLC | 0.08% | Reduce -9.1% | 15,088 | $4.0M |
| Country Club Bank | 0.26% | Add +5.5% | 14,964 | $4.0M |
| Wilmington Savings Fund Society, FSB | 0.07% | Add +30.8% | 14,879 | $3.9M |
| Snowden Capital Advisors LLC | 0.12% | Add +9.6% | 14,773 | $3.9M |
| Alesco Advisors, LLC, An ESL Co | 0.12% | Reduce -0.5% | 14,771 | $3.9M |
| Cornerstone Management, Inc. | 0.75% | New | 14,742 | $3.9M |
| Evercore Wealth Management, LLC | 0.06% | Reduce -6.2% | 14,731 | $3.9M |
| Fifth Third Securities, Inc. | 0.33% | Add +3.5% | 14,676 | $3.9M |
| Financial Advisory Partners, LLC | 1.28% | Add +2.5% | 14,564 | $3.8M |
| Moisand Fitzgerald Tamayo, LLC | 0.54% | Reduce -2.5% | 14,562 | $3.8M |
| Signature Estate & Investment Advisors LLC | 0.10% | Add +4.2% | 14,547 | $3.8M |
| Hofer & Associates. Inc | 2.58% | Reduce -0.1% | 14,526 | $3.8M |
| John W. Brooker & Co., CPAs | 1.65% | Reduce -3.1% | 14,511 | $3.8M |
| Cornerstone Wealth Management, LLC | 0.26% | Add +7.6% | 14,495 | $3.8M |
| Conservest Capital Advisors, Inc. | 0.39% | Reduce -3.4% | 14,439 | $3.8M |
| Valeo Financial Advisors, LLC | 0.11% | Add +7.0% | 14,424 | $3.8M |
| Fjell Capital, LLC | 3.90% | — | 14,302 | $3.8M |
| AE Wealth Management LLC | 0.03% | Reduce -54.9% | 14,267 | $3.8M |
| Partners in Financial Planning | 0.77% | Add +0.2% | 14,260 | $3.8M |
| First Financial Corp. | 1.75% | Add +23.2% | 14,239 | $3.8M |
| Fogel Capital Management, Inc. | 1.89% | Add +0.6% | 14,216 | $3.8M |
| Five Pine Wealth Management | 3.15% | — | 14,158 | $3.7M |
| Pine Valley Investments Ltd Liability Co | 0.24% | Add +56.7% | 14,146 | $3.7M |
| Red Crane Wealth Management, LLC | 3.53% | — | 14,102 | $3.7M |
| Wedbush Securities Inc. | 0.13% | Add +59.2% | 14,095 | $3.7M |
| My Personal CFO, LLC | 1.90% | Add +21.4% | 14,054 | $3.7M |
| Verdence Capital Advisors LLC | 0.30% | Add +17.9% | 14,048 | $3.7M |
| Legacy Advisors, LLC | 0.36% | Reduce -1.2% | 14,045 | $3.7M |
| GC Wealth Management RIA, LLC | 0.65% | Add +9.4% | 14,002 | $3.7M |
| Lion Street Advisors, LLC | 1.18% | Add +11.4% | 13,994 | $3.7M |
| Pinnacle Financial Group, LLC / IL | 1.44% | Add +16.3% | 13,939 | $3.7M |
| Beacon Bridge Wealth Partners, LLC | 1.55% | Reduce -2.2% | 13,853 | $3.7M |
| Baron Silver Stevens Financial Advisors, LLC | 0.62% | Add +0.4% | 13,785 | $3.6M |
| Greenwich Wealth Management LLC | 0.26% | Add +0.9% | 13,768 | $3.6M |
| Marshall & Sterling Wealth Advisors Inc. | 2.51% | — | 13,762 | $3.6M |
| Level Four Advisory Services, LLC | 0.15% | Add +4.0% | 13,748 | $3.6M |
| Segall Bryant & Hamill, LLC | 0.05% | Reduce -4.0% | 13,736 | $3.6M |
| WESCAP Management Group, Inc. | 0.88% | Add +0.6% | 13,711 | $3.6M |
| Flagship Harbor Advisors, LLC | 0.19% | Add +1.0% | 13,663 | $3.6M |
| Adapt Wealth Advisors, LLC | 1.77% | Reduce -1.0% | 13,649 | $3.6M |
| Peninsula Wealth, LLC | 0.61% | Add +0.4% | 13,557 | $3.6M |
| Vista Cima Wealth Management LLC | 3.71% | — | 13,515 | $3.6M |
| Vickerman Investment Advisors, Inc. | 0.97% | Reduce -2.4% | 13,500 | $3.6M |
| Aptus Capital Advisors, LLC | 0.04% | Add +41.8% | 13,440 | $3.5M |
| Alliance Wealth Advisors, LLC | 2.02% | Add +4.2% | 13,341 | $3.5M |
| Summit Financial Wealth Advisors, LLC | 0.69% | Reduce -1.6% | 12,824 | $3.5M |
| KCM Investment Advisors LLC | 0.12% | Reduce -2.8% | 13,272 | $3.5M |
| Omnia Family Wealth, LLC | 1.45% | No change | 13,257 | $3.5M |
| Stock Yards Bank & Trust Co. | 0.12% | Reduce -2.9% | 13,207 | $3.5M |
| Newman Dignan & Sheerar, Inc. | 0.89% | Add +2.0% | 13,119 | $3.5M |
| Allen Mooney & Barnes Investment Advisors LLC | 0.58% | Reduce -4.4% | 13,110 | $3.5M |
| First American Bank | 0.24% | Add +3.7% | 12,975 | $3.4M |
| First National Bank of Omaha | 0.22% | Add +0.3% | 12,848 | $3.4M |
| Capital Advisors Wealth Management, LLC | 0.60% | Reduce -2.3% | 12,828 | $3.4M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Reduce -17.0% | 12,824 | $3.4M |
| Secure Asset Management, LLC | 0.51% | Add +2.1% | 12,811 | $3.4M |
| IHT Wealth Management, LLC | 0.11% | Reduce -27.9% | 12,777 | $3.4M |
| Badgley Phelps Wealth Managers, LLC | 0.08% | Reduce -0.9% | 12,701 | $3.4M |
| IFP Advisors, Inc | 0.11% | Add +0.3% | 12,673 | $3.3M |
| Arkadios Wealth Advisors | 0.18% | Reduce -34.3% | 12,613 | $3.3M |
| Wealth Alliance, LLC | 0.40% | Add +1.1% | 12,582 | $3.3M |
| Carrera Capital Advisors | 0.78% | Add +2.9% | 12,555 | $3.3M |
| Plan A Wealth LLC | 3.03% | — | 12,533 | $3.3M |
| Eagle Strategies LLC | 0.57% | Add +367.0% | 12,470 | $3.3M |
| Retirement Guys Formula LLC | 1.66% | Add +5.3% | 12,454 | $3.3M |
| Brookstone Capital Management | 0.05% | Add +17.9% | 12,367 | $3.3M |
| Kingswood Wealth Advisors, LLC | 0.25% | Reduce -8.1% | 12,358 | $3.3M |
| Great Lakes Retirement, Inc. | 0.42% | Add +5.0% | 12,335 | $3.3M |
| Financial Insights, Inc. | 1.25% | Reduce -9.9% | 12,236 | $3.2M |
| Apollon Wealth Management, LLC | 0.07% | Add +2.1% | 12,175 | $3.2M |
| Richmond Investment Services, LLC | 1.81% | — | 12,174 | $3.2M |
| Brown Miller Wealth Management, LLC | 1.23% | Add +4.4% | 12,161 | $3.2M |
| Diversified Trust Co. | 0.08% | Add +11.4% | 12,148 | $3.2M |
| Brio Consultants, LLC | 0.50% | Reduce -3.5% | 12,107 | $3.2M |
| SOA Wealth Advisors, LLC. | 0.59% | Reduce -0.9% | 12,090 | $3.2M |
| Jane Street Group, LLC | 0.01% | Reduce -32.0% | 12,064 | $3.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.30% | Reduce -1.2% | 12,061 | $3.2M |
| Koshinski Asset Management, Inc. | 0.27% | Add +6.1% | 12,034 | $3.2M |
| Mayflower Financial Advisors, LLC | 0.47% | Reduce -2.7% | 11,952 | $3.2M |
| Bar Harbor Wealth Management | 0.21% | Add +0.1% | 11,936 | $3.2M |
| Geneos Wealth Management Inc. | 0.11% | Add +7.7% | 11,891 | $3.1M |
| Lane & Associates LLC | 1.61% | Reduce -6.7% | 11,286 | $3.1M |
| AAF Wealth Management, LLC | 1.57% | Reduce -0.6% | 11,756 | $3.1M |
| Wealthspan Partners, LLC | 1.48% | Reduce -5.7% | 11,740 | $3.1M |
| Curio Wealth, LLC | 1.67% | — | 11,739 | $3.1M |
| Wood Tarver Financial Group, LLC | 1.04% | — | 11,732 | $3.1M |
| Armbruster Capital Management, Inc. | 0.63% | Reduce -27.3% | 11,723 | $3.1M |
| Victory Financial Group, LLC | 0.81% | — | 11,701 | $3.1M |
| Capital Management Associates, Inc | 1.15% | Reduce -15.3% | 11,667 | $3.1M |
| AlTi Global, Inc. | 0.07% | Add +21.0% | 11,632 | $3.1M |
| Magnus Financial Group LLC | 0.30% | Reduce -0.1% | 11,631 | $3.1M |
| MIdWestOne Financial Group, Inc. | 0.43% | No change | 11,606 | $3.1M |
| Glass Jacobson Investment Advisors llc | 1.01% | Reduce -36.9% | 11,601 | $3.1M |
| Bank of Marin | 2.43% | Reduce -3.2% | 11,595 | $3.1M |
| GEM Asset Management, LLC | 1.70% | Reduce -1.5% | 11,557 | $3.1M |
| St. Louis Trust Co | 0.43% | Reduce -3.8% | 11,465 | $3.0M |
| Flywheel Private Wealth LLC | 2.78% | — | 11,454 | $3.0M |
| Creative Financial Designs Inc. | 0.24% | Add +2.6% | 11,348 | $3.0M |
| Hexagon Capital Partners LLC | 0.54% | Add +8181.8% | 11,346 | $3.0M |
| Objective Capital Management, LLC | 1.99% | Add +1.0% | 11,281 | $3.0M |
| NWF Advisory Services Inc. | 0.43% | Add +0.5% | 11,209 | $3.0M |
| Advocate Group LLC | 0.56% | Add +6.3% | 11,200 | $3.0M |
| Sheets Smith Wealth Management | 0.36% | Reduce -1.0% | 11,167 | $2.9M |
| GoalFusion Wealth Management, LLC | 1.61% | Add +3.7% | 11,155 | $2.9M |
| Duncan Williams Asset Management, LLC | 1.16% | New | 11,122 | $2.9M |
| Laird Norton Wetherby Wealth Management, LLC | 0.14% | Add +0.0% | 11,111 | $2.9M |
| Wealthfront Advisers LLC | 0.01% | Add +12.0% | 11,099 | $2.9M |
| Strategic Family Wealth Counselors, L.L.C. | 0.95% | Add +2.9% | 11,019 | $2.9M |
| Revolve Wealth Partners, LLC | 0.43% | Add +0.5% | 11,018 | $2.9M |
| Evoke Wealth, LLC | 0.08% | Add +26.0% | 11,009 | $2.9M |
| Meridian Wealth Management, LLC | 0.14% | Add +11.2% | 11,006 | $2.9M |
| Financial Freedom, LLC | 1.53% | Add +1.0% | 10,980 | $2.9M |
| Cannon Wealth Management Services, LLC | 2.50% | Add +12.5% | 10,550 | $2.9M |
| Fusion Family Wealth, LLC | 0.27% | Add +0.3% | 10,969 | $2.9M |
| Howland Capital Management LLC | 0.13% | Add +15.7% | 10,900 | $2.9M |
| Bryn Mawr Trust Advisors, LLC | 0.15% | Reduce -1.0% | 10,865 | $2.9M |
| TPG Financial Advisors, LLC | 1.24% | Add +1.3% | 10,818 | $2.9M |
| Investor's Fiduciary Advisor Network, LLC | 1.09% | — | 10,816 | $2.9M |
| Topel & Distasi Wealth Management, LLC | 1.22% | Reduce -6.4% | 10,800 | $2.9M |
| First Foundation Advisors | 0.11% | Reduce -1.0% | 10,775 | $2.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.42% | Add +0.8% | 10,770 | $2.8M |
| PFG Advisors | 0.17% | Add +1.2% | 10,656 | $2.8M |
| Fiera Capital Corp | 0.01% | No change | 10,623 | $2.8M |
| Cyndeo Wealth Partners, LLC | 0.19% | Add +2.7% | 10,604 | $2.8M |
| American Money Management, LLC | 0.55% | Reduce -1.3% | 10,595 | $2.8M |
| Krilogy Financial LLC | 0.19% | Add +3.0% | 10,587 | $2.8M |
| Conning Inc. | 0.10% | No change | 10,535 | $2.8M |
| BlackRock, Inc. | 0.00% | Add +23.1% | 10,519 | $2.8M |
| Valtinson Bruner Financial Planning LLC | 0.96% | Reduce -0.6% | 10,453 | $2.8M |
| Edge Capital Group, LLC | 0.12% | Add +12.0% | 10,449 | $2.8M |
| Encompass Wealth Advisors, LLC | 1.11% | Add +6.8% | 10,428 | $2.8M |
| Retirement Planning Co of New England, Inc. | 1.33% | Reduce -0.9% | 10,413 | $2.8M |
| CWS Financial Advisors, LLC | 0.89% | Add +665.3% | 10,362 | $2.7M |
| City State Bank | 0.96% | Add +4.8% | 10,342 | $2.7M |
| Duncker Streett & Co. Inc. | 0.50% | Reduce -4.2% | 10,262 | $2.7M |
| Legacy PCG, LLC | 1.92% | Reduce -3.6% | 10,239 | $2.7M |
| Fiduciary Trust Co | 0.04% | Add +0.5% | 10,212 | $2.7M |
| UMB Bank, n.a. | 0.04% | Reduce -10.8% | 10,211 | $2.7M |
| Transcend Capital Advisors, LLC | 0.19% | Add +31.2% | 10,138 | $2.7M |
| Focus Financial Network, Inc. | 0.11% | Reduce -2.4% | 10,126 | $2.7M |
| Ieq Capital, LLC | 0.03% | Add +10.7% | 10,121 | $2.7M |
| Joel Adams & Associates, Inc. | 2.43% | — | 10,120 | $2.7M |
| Scott & Selber, Inc. | 0.80% | New | 10,102 | $2.7M |
| PFW Advisors LLC | 0.82% | — | 10,083 | $2.7M |
| First National Trust Co | 0.10% | Reduce -0.3% | 10,010 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +44.7% | 10,007 | $2.6M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +44.7% | 10,007 | $2.6M |
| Goelzer Investment Management, Inc. | 0.15% | Reduce -6.8% | 10,000 | $2.6M |
| REDW Wealth LLC | 0.91% | Reduce -34.5% | 9,952 | $2.6M |
| FreeGulliver LLC | 1.37% | Add +4.6% | 9,933 | $2.6M |
| Flagstar Securities, Inc. | 0.65% | Add +2.1% | 9,933 | $2.6M |
| SWP Financial LLC | 1.57% | Reduce -0.9% | 9,863 | $2.6M |
| Peak Asset Management, LLC | 0.48% | Reduce -2.5% | 9,862 | $2.6M |
| BCM Advisors, LLC | 0.58% | Add +2.3% | 9,355 | $2.6M |
| Abbot Financial Management, Inc. | 1.29% | Reduce -1.1% | 9,803 | $2.6M |
| Investment Partners, LTD. | 1.06% | Reduce -2.4% | 9,789 | $2.6M |
| Stonegate Investment Group, LLC | 0.07% | Add +2.7% | 9,750 | $2.6M |
| PCA Investment Advisory Services Inc. | 1.19% | Reduce -2.7% | 9,734 | $2.6M |
| Missouri Trust & Investment Co | 0.90% | Reduce -0.3% | 9,713 | $2.6M |
| Soltis Investment Advisors LLC | 0.24% | Add +0.3% | 9,685 | $2.6M |
| Seamount Financial Group Inc. | 1.77% | Reduce -1.9% | 9,679 | $2.6M |
| Linscomb Wealth, Inc. | 0.13% | Reduce -0.6% | 9,675 | $2.6M |
| New Perspectives, Inc | 1.37% | Reduce -0.3% | 9,657 | $2.6M |
| Quantinno Capital Management LP | 0.03% | Add +41.5% | 9,656 | $2.6M |
| Eclectic Associates Inc. | 0.75% | Add +8.8% | 9,643 | $2.5M |
| Welch & Forbes LLC | 0.03% | Reduce -2.1% | 9,601 | $2.5M |
| Sound View Wealth Advisors Group, LLC | 0.20% | Reduce -1.6% | 9,601 | $2.5M |
| Ridgewood Investments LLC | 1.22% | Add +4.7% | 9,585 | $2.5M |
| IFS Advisors, LLC | 1.97% | Add +0.7% | 9,496 | $2.5M |
| Moneywise, Inc. | 1.26% | Reduce -4.5% | 9,496 | $2.5M |
| Haverford Trust Co | 0.02% | Add +16.5% | 9,478 | $2.5M |
| High Net Worth Advisory Group LLC | 0.70% | Add +3.6% | 9,470 | $2.5M |
| Debussy Capital Management LP | 0.38% | Reduce -1.1% | 9,071 | $2.5M |
| Apex Wealth Management, LLC | 2.15% | — | 9,440 | $2.5M |
| Maltin Wealth Management, Inc. | 1.22% | Add +8.4% | 9,431 | $2.5M |
| Frank, Rimerman Advisors LLC | 0.18% | Add +4.3% | 9,405 | $2.5M |
| Beckerman Institutional, LLC | 1.98% | Add +7.4% | 9,367 | $2.5M |
| National Bank of Canada | 0.00% | Add +43.9% | 9,336 | $2.5M |
| Columbus Macro, LLC | 0.34% | Reduce -2.1% | 9,332 | $2.5M |
| Transcendent Capital Group LLC | 1.26% | Reduce -1.9% | 9,186 | $2.4M |
| Mason & Associates Inc | 0.57% | Add +13.2% | 9,180 | $2.4M |
| Farmers & Merchants Investments Inc. | 0.08% | Add +0.6% | 9,141 | $2.4M |
| CM Wealth Advisors LLC | 0.79% | Add +0.3% | 9,100 | $2.4M |
| Crux Wealth Advisors | 1.34% | — | 9,089 | $2.4M |
| Financial Advocates Investment Management | 0.14% | Reduce -14.7% | 9,064 | $2.4M |
| IFG Advisors, LLC | 0.47% | Add +0.4% | 9,048 | $2.4M |
| Main Street Financial Solutions, LLC | 0.24% | Reduce -21.3% | 9,045 | $2.4M |
| Wells Financial Advisors INC | 3.24% | Reduce -13.8% | 9,008 | $2.4M |
| Dogwood Wealth Management LLC | 1.25% | Add +0.2% | 8,970 | $2.4M |
| Intellectus Partners, LLC | 0.53% | Add +1.2% | 8,963 | $2.4M |
| Index Fund Advisors, Inc. | 0.13% | Reduce -0.3% | 8,858 | $2.3M |
| Fingerlakes Wealth Management, Inc. | 1.88% | Reduce -0.6% | 8,804 | $2.3M |
| Robertson Stephens Wealth Management, LLC | 0.08% | Reduce -1.4% | 8,802 | $2.3M |
| ERn Financial, LLC | 0.35% | Reduce -2.8% | 8,764 | $2.3M |
| West Financial Advisors, LLC | 0.44% | Reduce -0.7% | 8,682 | $2.3M |
| Independent Financial Group, LLC | 0.08% | Reduce -1.0% | 8,640 | $2.3M |
| Accredited Wealth Management, LLC | 2.00% | — | 8,634 | $2.3M |
| Defined Wealth Management, LLC | 1.51% | Reduce -0.5% | 8,612 | $2.3M |
| RE Dickinson Investment Advisors, LLC | 1.93% | Add +3.9% | 8,553 | $2.3M |
| Appleton Partners Inc. | 0.17% | Reduce -19.0% | 8,539 | $2.3M |
| Bangor Savings Bank | 0.21% | Add +19.1% | 8,535 | $2.3M |
| Mosaic Family Wealth Partners, LLC | 0.33% | Add +0.5% | 8,530 | $2.3M |
| Certified Advisory Corp | 0.24% | Add +0.6% | 8,508 | $2.2M |
| Thoroughbred Financial Services, LLC | 0.14% | Reduce -4.6% | 8,505 | $2.2M |
| Boyd Wealth Management, LLC | 1.11% | Reduce -0.3% | 8,485 | $2.2M |
| Graves Light Lenhart Wealth, Inc. | 0.28% | No change | 8,473 | $2.2M |
| Interactive Financial Advisors, Inc. | 1.17% | Add +5.4% | 8,468 | $2.2M |
| Brown Brothers Harriman & Co. | 0.02% | Add +1.7% | 8,421 | $2.2M |
| Heritage Wealth Advisors | 0.11% | Add +0.8% | 8,399 | $2.2M |
| Columbia Asset Management | 0.42% | Add +2.8% | 8,398 | $2.2M |
| Flputnam Investment Management Co. | 0.04% | Add +0.4% | 8,377 | $2.2M |
| Dana Investment Advisors, Inc. | 0.07% | Reduce -2.2% | 8,323 | $2.2M |
| DeDora Capital, Inc. | 0.60% | Add +2.2% | 8,321 | $2.2M |
| Trust Co. of Vermont | 0.11% | Add +15.4% | 8,314 | $2.2M |
| Essex Bank | 0.54% | Reduce -0.0% | 8,207 | $2.2M |
| SeaCrest Wealth Management, LLC | 0.23% | Add +9.1% | 8,178 | $2.2M |
| Patten Group, Inc. | 0.48% | Reduce -0.3% | 8,170 | $2.2M |
| Aureus Asset Management, LLC | 0.14% | Add +6.9% | 8,089 | $2.1M |
| Intergy Private Wealth, LLC | 0.80% | Add +2.3% | 8,087 | $2.1M |
| Hilltop Holdings Inc. | 0.13% | No change | 8,085 | $2.1M |
| West Bancorporation Inc. | 1.40% | Add +16.8% | 8,075 | $2.1M |
| Operose Advisors LLC | 0.73% | Add +75.3% | 8,060 | $2.1M |
| Modus Advisors, LLC | 0.66% | Reduce -0.4% | 8,031 | $2.1M |
| Sapient Capital LLC | 0.04% | Add +201.3% | 7,993 | $2.1M |
| Wealth Dimensions Group, Ltd. | 0.52% | Add +2.0% | 7,968 | $2.1M |
| Shepherd Kaplan Krochuk, LLC | 1.75% | Add +0.3% | 7,947 | $2.1M |
| Simplicity Wealth,LLC | 0.44% | Add +25.9% | 7,930 | $2.1M |
| Charles Schwab Trust Co | 0.18% | Add +6.7% | 7,853 | $2.1M |
| N.E.W. Advisory Services LLC | 0.20% | Add +4.0% | 7,849 | $2.1M |
| Pitcairn Co. | 0.12% | No change | 7,825 | $2.1M |
| Planning Directions Inc. | 1.20% | Add +7.7% | 7,808 | $2.1M |
| New Century Financial Group, LLC | 0.87% | Reduce -10.7% | 7,691 | $2.1M |
| Argonautica Private Wealth Management, Inc. | 0.66% | Reduce -3.9% | 7,772 | $2.1M |
| Portland Financial Advisors Inc | 5.49% | — | 7,725 | $2.0M |
| Mittelman Wealth Management | 1.89% | Reduce -47.1% | 7,702 | $2.0M |
| Petix & Botte Co | 0.53% | Reduce -0.2% | 7,683 | $2.0M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Reduce -11.8% | 7,675 | $2.0M |
| Northern Capital Management, Inc. | 1.24% | Add +7.7% | 7,670 | $2.0M |
| Sentinel Pension Advisors, LLC | 0.38% | Reduce -2.3% | 7,663 | $2.0M |
| Stevens Capital Partners | 0.92% | Reduce -1.4% | 7,658 | $2.0M |
| Chatham Capital Group, Inc. | 0.33% | Add +3.7% | 7,655 | $2.0M |
| Anchor Investment Management, LLC | 0.19% | Reduce -0.7% | 7,644 | $2.0M |
| Farther Finance Advisors, LLC | 0.07% | Reduce -64.7% | 7,642 | $2.0M |
| Harbor Group, Inc. | 0.45% | Add +8.8% | 7,638 | $2.0M |
| Western Wealth Management, LLC | 0.11% | Reduce -2.9% | 7,631 | $2.0M |
| New Covenant Trust Company, N.A. | 1.99% | Reduce -0.2% | 7,603 | $2.0M |
| Private Trust Co. NA | 0.20% | Add +27.1% | 7,552 | $2.0M |
| Watershed Private Wealth LLC | 0.77% | Reduce -0.2% | 7,512 | $2.0M |
| Allegiance Financial Group Advisory Services LLC | 0.64% | Reduce -1.3% | 7,453 | $2.0M |
| Oxford Financial Group, LTD. LLC | 0.13% | Reduce -17.9% | 7,453 | $2.0M |
| Gibson Capital, LLC | 0.40% | No change | 7,438 | $2.0M |
| Capstone Wealth Management Group, LLC | 1.05% | Add +64.2% | 7,435 | $2.0M |
| South Plains Financial, Inc. | 1.50% | — | 7,428 | $2.0M |
| Covington Investment Advisors Inc. | 0.29% | Add +2.9% | 7,366 | $1.9M |
| Lodestar Private Asset Management LLC | 0.24% | Reduce -0.7% | 7,365 | $1.9M |
| Y-Intercept (Hong Kong) Ltd | 0.13% | Add +238.6% | 7,350 | $1.9M |
| Highland Capital Management, LLC | 0.11% | Reduce -3.4% | 7,343 | $1.9M |
| Monograph Wealth Advisors, LLC | 0.26% | Add +5.1% | 7,342 | $1.9M |
| Neuberger Berman Group LLC | 0.00% | Add +94.2% | 7,272 | $1.9M |
| JFS Wealth Advisors, LLC | 0.13% | Reduce -0.3% | 7,267 | $1.9M |
| Leelyn Smith, LLC | 0.34% | No change | 7,243 | $1.9M |
| Greenline Partners, LLC | 0.27% | Reduce -0.2% | 7,212 | $1.9M |
| Reliant Investment Partners, LLC | 1.69% | — | 7,208 | $1.9M |
| LexAurum Advisors, LLC | 0.38% | Add +47.7% | 7,201 | $1.9M |
| Bragg Financial Advisors, Inc | 0.08% | Reduce -2.2% | 7,196 | $1.9M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +2.6% | 7,172 | $1.9M |
| Journey Advisory Group, LLC | 0.23% | No change | 7,823 | $1.9M |
| Dorsey & Whitney Trust CO LLC | 0.10% | Add +11.7% | 7,113 | $1.9M |
| Stablepoint Partners, LLC | 0.34% | Add +0.1% | 7,084 | $1.9M |
| Capital Advisory Group Advisory Services, LLC | 0.67% | Add +12.7% | 7,074 | $1.9M |
| Yarger Wealth Strategies, LLC | 1.08% | Reduce -0.5% | 7,067 | $1.9M |
| Beaumont Financial Advisors, LLC | 0.14% | Add +0.2% | 7,046 | $1.9M |
| PFG Investments, LLC | 0.12% | Add +12.0% | 6,991 | $1.8M |
| Wisconsin Wealth Advisors, LLC | 2.72% | — | 6,985 | $1.8M |
| Affiance Financial, LLC | 0.44% | Add +2.7% | 6,982 | $1.8M |
| Ironwood Financial, llc | 0.39% | No change | 6,982 | $1.8M |
| Callan Capital, LLC | 0.13% | Reduce -15.3% | 6,972 | $1.8M |
| Private Client Services, LLC | 0.98% | Reduce -26.6% | 6,922 | $1.8M |
| Caitlin John, LLC | 1.24% | Reduce -2.9% | 6,907 | $1.8M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Add +35.9% | 6,906 | $1.8M |
| Next Level Private LLC | 0.73% | Reduce -0.0% | 6,870 | $1.8M |
| Weil Company, Inc. | 0.63% | Add +34.6% | 6,856 | $1.8M |
| CHB Investment Group, LLC | 0.98% | Reduce -5.0% | 6,847 | $1.8M |
| Swisher Financial Concepts, Inc. | 2.12% | Reduce -84.3% | 6,804 | $1.8M |
| Kohmann Bosshard Financial Services, LLC | 0.21% | No change | 6,776 | $1.8M |
| Perennial Investment Advisors, LLC | 0.21% | Add +14.6% | 6,754 | $1.8M |
| Hurlow Wealth Management Group, Inc. | 0.55% | Add +0.3% | 6,721 | $1.8M |
| Ofc Financial Planning, LLC | 1.86% | — | 6,674 | $1.8M |
| Boston Family Office LLC | 0.12% | Add +3.6% | 6,633 | $1.8M |
| Afg Fiduciary Services Limited Partnership | 1.24% | No change | 6,484 | $1.7M |
| Wetzel Investment Advisors, Inc. | 0.87% | Add +31.6% | 6,592 | $1.7M |
| CW Advisors, LLC | 0.02% | Add +11.4% | 6,577 | $1.7M |
| Asset Dedication, LLC | 0.14% | Add +4.6% | 6,565 | $1.7M |
| Grange Capital, LLC | 1.82% | — | 6,561 | $1.7M |
| Sachetta, LLC | 0.68% | Reduce -1.1% | 6,561 | $1.7M |
| Lincoln Capital Corp. | 0.71% | Reduce -0.3% | 6,560 | $1.7M |
| Compass Ion Advisors, LLC | 0.21% | Add +3.1% | 6,551 | $1.7M |
| VeraBank, N.A. | 0.49% | Reduce -5.8% | 6,531 | $1.7M |
| Fermata Advisors, LLC | 0.32% | Add +20.7% | 6,514 | $1.7M |
| Viawealth, LLC | 1.04% | Reduce -1.2% | 6,504 | $1.7M |
| RMR Capital Management, LLC | 1.28% | Add +0.5% | 6,500 | $1.7M |
| Sandy Spring Bank | 0.07% | Reduce -0.2% | 6,468 | $1.7M |
| Summit Financial Strategies, Inc. | 0.19% | Add +9.9% | 6,449 | $1.7M |
| Adero Partners, LLC | 0.11% | Reduce -9.7% | 6,438 | $1.7M |
| Montis Financial, LLC | 0.52% | No change | 6,419 | $1.7M |
| Atlas Capital Advisors Inc. | 0.21% | Add +0.1% | 6,383 | $1.7M |
| Harbor Investment Advisory, LLC | 0.16% | Add +77.3% | 6,370 | $1.7M |
| Great Lakes Advisors, LLC | 0.01% | Add +1.6% | 6,338 | $1.7M |
| Fortis Capital Management LLC | 0.31% | Add +6.3% | 6,332 | $1.7M |
| Evergreen Capital Management LLC | 0.05% | Reduce -0.3% | 6,328 | $1.7M |
| Spire Wealth Management | 0.05% | Add +37.0% | 6,323 | $1.7M |
| Pension & Wealth Management Advisors, Inc. | 0.66% | Add +3337.7% | 6,291 | $1.7M |
| PGIM Custom Harvest LLC | 0.03% | Add +8.1% | 6,279 | $1.7M |
| Midland Wealth Advisors, LLC | 0.10% | Add +0.2% | 6,241 | $1.6M |
| Private Portfolio Partners LLC | 0.30% | Add +2.0% | 6,218 | $1.6M |
| LongView Wealth Management | 0.50% | Add +0.1% | 6,204 | $1.6M |
| Members Wealth LLC | 1.22% | — | 5,952 | $1.6M |
| Royal Fund Management, LLC | 0.18% | Reduce -49.6% | 6,131 | $1.6M |
| Segment Wealth Management, LLC | 0.11% | Add +0.1% | 6,184 | $1.6M |
| Williams Jones Wealth Management, LLC. | 0.02% | Add +60.4% | 6,182 | $1.6M |
| Courier Capital LLC | 0.11% | Add +14.4% | 6,123 | $1.6M |
| FF Advisors,LLC | 1.11% | Reduce -5.0% | 5,850 | $1.6M |
| Hilltop National Bank | 0.48% | Add +40.6% | 6,103 | $1.6M |
| Strata Wealth Advisors, LLC | 0.51% | Add +12.9% | 6,097 | $1.6M |
| Security Financial Services, INC. | 0.33% | Reduce -5.2% | 6,079 | $1.6M |
| Checchi Capital Advisers, LLC | 0.12% | Add +4.7% | 6,076 | $1.6M |
| Romano Brothers and Company | 0.20% | Add +3.0% | 6,040 | $1.6M |
| Adirondack Trust Co. | 0.61% | No change | 6,038 | $1.6M |
| Hidden Cove Wealth Management, LLC | 1.29% | — | 6,033 | $1.6M |
| Mission Creek Capital Partners, Inc. | 0.35% | Add +20.4% | 6,023 | $1.6M |
| McKinley Carter Wealth Services, Inc. | 0.10% | Reduce -0.3% | 6,016 | $1.6M |
| Laraway Financial Advisors Inc | 1.22% | Reduce -0.7% | 5,985 | $1.6M |
| SageView Advisory Group, LLC | 0.07% | Add +26.6% | 5,978 | $1.6M |
| Capital Analysts, LLC | 0.06% | Add +3.0% | 5,968 | $1.6M |
| Sax Wealth Advisors, LLC | 0.12% | Add +0.6% | 5,961 | $1.6M |
| Mascagni Wealth Management, Inc. | 1.56% | — | 6,068 | $1.6M |
| Kelleher Financial Advisors | 0.59% | Reduce -7.5% | 5,919 | $1.6M |
| Clarity Capital Advisors, LLC | 1.05% | Add +143.7% | 5,914 | $1.6M |
| BOS Asset Management, LLC | 0.56% | Reduce -1.3% | 5,914 | $1.6M |
| Opulen Financial Group LLC | 1.42% | — | 5,900 | $1.6M |
| B & T Capital Management DBA Alpha Capital Management | 0.28% | Add +4.6% | 5,886 | $1.6M |
| Rehmann Capital Advisory Group | 0.10% | Add +1.9% | 5,875 | $1.6M |
| Addison Advisors LLC | 0.43% | Reduce -0.8% | 5,830 | $1.5M |
| Sincerus Advisory, LLC | 1.65% | — | 5,829 | $1.5M |
| SoundView Advisors Inc. | 0.63% | — | 5,825 | $1.5M |
| NBT Bank, N.A. | 0.11% | Reduce -7.0% | 5,812 | $1.5M |
| Aspen Investment Management Inc | 0.71% | No change | 5,801 | $1.5M |
| Camelot Portfolios, LLC | 1.65% | Reduce -4.4% | 5,794 | $1.5M |
| Droms Strauss Advisors Inc. /Mo/ | 0.50% | Reduce -3.0% | 5,776 | $1.5M |
| waypoint wealth counsel | 0.99% | Add +0.2% | 5,767 | $1.5M |
| Clear Harbor Asset Management, LLC | 0.12% | Add +11.4% | 5,735 | $1.5M |
| Atlantic Union Bankshares Corp | 0.09% | Reduce -1.1% | 5,702 | $1.5M |
| First County Bank | 0.84% | Add +26.5% | 5,691 | $1.5M |
| Cypress Capital Group | 0.18% | Reduce -21.7% | 5,691 | $1.5M |
| Ami Investment Management Inc. | 0.48% | Add +22.6% | 5,621 | $1.5M |
| Plimoth Trust Co. LLC | 0.38% | Add +3.0% | 5,600 | $1.5M |
| Strategies Wealth Advisors, LLC | 0.18% | Add +0.9% | 5,300 | $1.5M |
| Vista Investment Management | 0.56% | Reduce -4.8% | 5,570 | $1.5M |
| Rockwood Wealth Management, LLC | 0.16% | Reduce -2.6% | 5,545 | $1.5M |
| Truepoint, Inc. | 0.04% | Reduce -6.0% | 5,544 | $1.5M |
| Chandler Asset Management, Inc. | 0.28% | No change | 5,533 | $1.5M |
| Affinity Capital Advisors, LLC | 0.27% | Add +0.6% | 5,488 | $1.5M |
| Beacon Financial Group | 0.16% | No change | 5,517 | $1.5M |
| Interchange Capital Partners, LLC | 0.53% | Reduce -0.7% | 5,517 | $1.5M |
| Ritholtz Wealth Management | 0.04% | Reduce -2.6% | 5,499 | $1.5M |
| Belpointe Asset Management LLC | 0.09% | Reduce -0.9% | 5,622 | $1.5M |
| Marks Group Wealth Management, Inc | 0.14% | Reduce -0.6% | 5,491 | $1.5M |
| Forefront Wealth Partners, LLC | 1.08% | — | 5,476 | $1.4M |
| Mayport, LLC | 0.43% | No change | 5,470 | $1.4M |
| Landmark Wealth Management, LLC | 0.64% | Add +1.1% | 5,442 | $1.4M |
| Etesian Wealth Advisors, Inc. | 0.64% | Reduce -5.6% | 5,437 | $1.4M |
| Baker Tilly Wealth Management, LLC | 0.56% | Add +31.5% | 5,413 | $1.4M |
| Mustard Seed Financial, LLC | 1.16% | Reduce -0.5% | 5,398 | $1.4M |
| Riverbend Wealth Management, LLC | 1.27% | — | 5,356 | $1.4M |
| Yoffe Investment Management, LLC | 2.10% | — | 5,345 | $1.4M |
| Silver Oak Securities, Incorporated | 0.13% | Reduce -3.9% | 5,314 | $1.4M |
| Inspirion Wealth Advisors, LLC | 0.20% | Reduce -0.6% | 5,282 | $1.4M |
| Center for Financial Planning, Inc. | 0.19% | Add +4.0% | 5,300 | $1.4M |
| Everhart Financial Group, Inc. | 0.29% | Reduce -2.5% | 5,298 | $1.4M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.10% | Reduce -5.0% | 5,292 | $1.4M |
| KPP Advisory Services LLC | 0.33% | Reduce -3.0% | 5,282 | $1.4M |
| OLIO Financial Planning | 0.49% | Add +4.6% | 5,279 | $1.4M |
| Florida Trust Wealth Management Co | 0.04% | Add +92.4% | 5,213 | $1.4M |
| TrueWealth Advisors, LLC | 0.46% | Reduce -2.6% | 5,208 | $1.4M |
| Twin Focus Capital Partners, LLC | 0.20% | Reduce -36.1% | 5,206 | $1.4M |
| Biltmore Family Office, LLC | 0.23% | No change | 5,180 | $1.4M |
| Heritage Wealth Management, Inc. | 0.45% | Add +0.4% | 5,167 | $1.4M |
| Atlanta Consulting Group Advisors, LLC | 0.50% | Reduce -16.9% | 5,161 | $1.4M |
| Garden State Investment Advisory Services LLC | 0.42% | No change | 5,143 | $1.4M |
| Coordinated Financial Services, Inc. | 1.07% | — | 5,111 | $1.3M |
| Foster Dykema Cabot & Partners, LLC | 0.10% | Reduce -0.8% | 5,096 | $1.3M |
| Advisory Research Inc. | 0.22% | No change | 5,095 | $1.3M |
| AQR Capital Management | 0.00% | Add +5.8% | 5,093 | $1.3M |
| Taylor & Morgan Wealth Management, LLC | 0.94% | Reduce -0.6% | 5,085 | $1.3M |
| Mill Creek Capital Advisors, LLC | 0.03% | Add +0.2% | 5,070 | $1.3M |
| Garrison Point Advisors, LLC | 0.63% | Add +12.6% | 5,062 | $1.3M |
| Balentine LLC | 0.05% | Reduce -0.8% | 5,056 | $1.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.04% | Reduce -5.2% | 5,052 | $1.3M |
| Voisard Asset Management Group, Inc. | 0.45% | Reduce -1.5% | 5,044 | $1.3M |
| Portland Global Advisors LLC | 0.17% | Reduce -1.8% | 5,029 | $1.3M |
| InTrack Investment Management Inc | 0.92% | New | 4,969 | $1.3M |
| Crewe Advisors LLC | 0.18% | No change | 4,974 | $1.3M |
| Lutz Financial Services LLC | 0.11% | Add +12.7% | 4,973 | $1.3M |
| Gilbert & Cook, Inc. | 0.18% | Reduce -24.4% | 4,965 | $1.3M |
| Ramsay, Stattman, Vela & Price, Inc. | 0.24% | Reduce -2.0% | 4,955 | $1.3M |
| Medallion Wealth Advisors, LLC | 0.65% | — | 5,022 | $1.3M |
| Nvest Financial, LLC | 0.66% | Add +1.1% | 4,919 | $1.3M |
| Trajan Wealth LLC | 0.07% | Reduce -0.1% | 4,895 | $1.3M |
| Colonial Trust Co / SC | 0.19% | Reduce -1.4% | 4,886 | $1.3M |
| Proffitt & Goodson Inc. | 0.21% | Reduce -2.2% | 4,885 | $1.3M |
| Alpha Cubed Investments, LLC | 0.06% | Add +0.6% | 4,859 | $1.3M |
| WT Wealth Management | 0.40% | Reduce -3.1% | 4,844 | $1.3M |
| MidAtlantic Capital Management, Inc. | 0.93% | Reduce -2.8% | 4,808 | $1.3M |
| Mitchell Sinkler & Starr | 0.34% | No change | 4,796 | $1.3M |
| EagleClaw Capital Managment, LLC | 0.20% | No change | 4,765 | $1.3M |
| HM Payson & Co. | 0.02% | Reduce -1.6% | 4,711 | $1.2M |
| Nicolet Bankshares Inc. | 0.24% | Add +2.5% | 4,665 | $1.2M |
| Mosaic Financial Group, LLC | 0.88% | Add +0.9% | 4,658 | $1.2M |
| Clear Creek Financial Management, LLC | 0.13% | Add +6.7% | 4,651 | $1.2M |
| German American Bancorp, Inc. | 0.13% | Reduce -1.0% | 4,611 | $1.2M |
| Southland Equity Partners LLC | 0.28% | Add +0.3% | 4,594 | $1.2M |
| CreativeOne Wealth, LLC | 0.04% | Add +7.6% | 4,591 | $1.2M |
| Stillwater Capital Advisors, LLC | 0.15% | Reduce -8.4% | 4,580 | $1.2M |
| Montecito Bank & Trust | 0.21% | Add +1.1% | 4,569 | $1.2M |
| Bowman & Co S.C. | 0.63% | Add +6.1% | 4,566 | $1.2M |
| Stonebridge Financial Planning Group, LLC | 0.54% | Add +23.9% | 4,566 | $1.2M |
| IFG Advisory, LLC | 0.07% | New | 4,550 | $1.2M |
| Callan Family Office, LLC | 0.08% | Add +0.5% | 4,530 | $1.2M |
| Safeguard Financial, LLC | 0.26% | Reduce -2.0% | 4,520 | $1.2M |
| Randolph Co Inc | 0.13% | New | 4,511 | $1.2M |
| Sand Hill Global Advisors, LLC | 0.05% | Reduce -86.0% | 4,492 | $1.2M |
| Tocqueville Asset Management L.P. | 0.02% | Add +368.3% | 4,491 | $1.2M |
| Ironwood Investment Counsel, LLC | 0.20% | Add +0.8% | 4,486 | $1.2M |
| Asset Allocation & Management Company, LLC | 0.65% | Reduce -24.7% | 4,486 | $1.2M |
| R. W. Roge & Company, Inc. | 0.64% | Reduce -0.7% | 4,479 | $1.2M |
| ARK & TLK Investments, LLC | 0.41% | No change | 4,440 | $1.2M |
| High Note Wealth, LLC | 0.30% | Reduce -0.1% | 4,433 | $1.2M |
| Cornerstone Wealth Group, LLC | 0.10% | Add +2.9% | 4,432 | $1.2M |
| EverSource Wealth Advisors, LLC | 0.07% | Add +288.9% | 4,430 | $1.2M |
| Comprehensive Financial Planning, Inc. | 0.99% | — | 4,424 | $1.2M |
| Measured Wealth Private Client Group, LLC | 0.38% | Reduce -0.0% | 4,400 | $1.2M |
| Fisher Asset Management | 0.00% | Add +77.8% | 4,399 | $1.2M |
| Tritonpoint Wealth, LLC | 0.11% | Add +14.0% | 4,396 | $1.2M |
| Farmers National Bank | 0.34% | — | 4,385 | $1.2M |
| Ariadne Wealth Management, LP | 0.53% | New | 4,159 | $1.2M |
| Kellett Wealth Advisors, LLC | 0.79% | Reduce -0.4% | 4,368 | $1.2M |
| New England Private Wealth Advisors LLC | 0.18% | Add +174.4% | 4,363 | $1.2M |
| TFB Advisors LLC | 0.33% | Add +3.0% | 4,362 | $1.2M |
| Sachem Hill LLC | 0.24% | No change | 4,360 | $1.2M |
| Smartleaf Asset Management LLC | 0.12% | Add +14.6% | 4,346 | $1.1M |
| Fortitude Advisory Group L.L.C. | 0.69% | Add +9.9% | 4,331 | $1.1M |
| Atlas Legacy Advisors, LLC | 0.28% | — | 4,325 | $1.1M |
| Omega Financial Group, LLC | 0.43% | Add +0.2% | 4,314 | $1.1M |
| Mogy Joel R Investment Counsel Inc. | 0.07% | No change | 4,305 | $1.1M |
| Elevatus Welath Management | 0.39% | Add +223.2% | 4,295 | $1.1M |
| 17 Capital Partners, LLC | 0.72% | Add +14.0% | 4,286 | $1.1M |
| Wealth Architects, LLC | 0.13% | No change | 4,281 | $1.1M |
| Synergy Financial Group, LTD | 0.94% | Add +9.8% | 4,276 | $1.1M |
| Farnam Financial LLC | 1.18% | Add +13.0% | 4,259 | $1.1M |
| Plancorp, LLC | 0.05% | Add +14.6% | 4,253 | $1.1M |
| Rockland Trust Co. | 0.06% | No change | 4,248 | $1.1M |
| Bluestem Financial Advisors, LLC | 0.53% | Reduce -3.0% | 4,244 | $1.1M |
| Simon Quick Advisors, LLC | 0.07% | Add +2.3% | 4,236 | $1.1M |
| Cibc World Market Inc. | 0.00% | Add +3.4% | 4,228 | $1.1M |
| RPS Advisory Solutions LLC | 0.69% | Reduce -0.8% | 4,227 | $1.1M |
| Liberty Square Wealth Partners LLC | 0.41% | — | 4,045 | $1.1M |
| FineMark National Bank & Trust | 0.04% | Reduce -8.2% | 4,219 | $1.1M |
| Dohj, LLC | 0.26% | Reduce -9.1% | 4,217 | $1.1M |
| Bravias Capital Group, LLC | 0.90% | — | 4,041 | $1.1M |
| Consolidated Portfolio Review Corp | 0.18% | Add +9.6% | 4,206 | $1.1M |
| Chapin Davis, Inc. | 0.36% | No change | 4,188 | $1.1M |
| Golden State Wealth Management, LLC | 0.16% | — | 4,163 | $1.1M |
| World Equity Group, Inc. | 0.24% | Add +106.7% | 4,156 | $1.1M |
| Acas, LLC | 0.81% | Reduce -5.3% | 3,945 | $1.1M |
| TFC Financial Management, Inc. | 0.17% | Add +0.3% | 4,131 | $1.1M |
| CJM Wealth Advisers, Ltd. | 0.37% | No change | 4,130 | $1.1M |
| Aspiriant, LLC | 0.04% | Reduce -12.0% | 4,130 | $1.1M |
| Fairview Capital Investment Management, LLC | 0.06% | Add +2.2% | 4,129 | $1.1M |
| MN Wealth Advisors, LLC | 0.61% | New | 4,118 | $1.1M |
| Empowered Funds, LLC | 0.02% | No change | 4,104 | $1.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Reduce -8.6% | 4,103 | $1.1M |
| Delta Financial Advisors LLC | 0.40% | Reduce -1.8% | 4,091 | $1.1M |
| Arvest Bank Trust Division | 0.07% | Reduce -55.0% | 4,091 | $1.1M |
| Aspen Grove Capital, LLC | 0.23% | Add +6.6% | 4,079 | $1.1M |
| Greenhouse Wealth Management, LLC | 0.71% | Add +1.4% | 4,067 | $1.1M |
| Fifth Third Wealth Advisors LLC | 0.06% | Add +8.6% | 4,065 | $1.1M |
| Birch Hill Investment Advisors LLC | 0.05% | Reduce -0.2% | 4,065 | $1.1M |
| Coastline Trust Co | 0.13% | Add +10.8% | 4,049 | $1.1M |
| Michael A. Dubis Financial Planning, LLC | 1.03% | — | 4,049 | $1.1M |
| Longview Financial Advisors, Inc. | 0.84% | No change | 4,044 | $1.1M |
| Fort Sheridan Advisors LLC | 0.16% | Add +7.7% | 4,025 | $1.1M |
| Aire Advisors, LLC | 0.22% | Add +14.0% | 4,023 | $1.1M |
| Allegheny Financial Group | 0.27% | Add +7.8% | 4,003 | $1.1M |
| Murphy & Mullick Capital Management Corp | 0.97% | — | 4,001 | $1.1M |
| Peoples Financial Services Corp. | 0.49% | No change | 3,991 | $1.1M |
| Hiley Hunt Wealth Management | 0.58% | Reduce -0.8% | 3,990 | $1.1M |
| Platform Technology Partners | 0.32% | Add +14.3% | 3,989 | $1.1M |
| Donor Advised Charitable Giving, Inc. | 0.02% | No change | 3,987 | $1.1M |
| Trust Point Inc. | 0.07% | Reduce -0.3% | 3,964 | $1.0M |
| Wernau Asset Management Inc. | 1.01% | — | 3,960 | $1.0M |
| Lee, Kelleher & Klein Wealth Management | 0.74% | — | 3,949 | $1.0M |
| Triangle Securities Wealth Management | 0.27% | No change | 3,945 | $1.0M |
| Savvy Advisors, Inc. | 0.12% | Add +5.3% | 3,927 | $1.0M |
| Stephen J. Garry & Associates, LLC | 0.95% | No change | 3,915 | $1.0M |
| WealthBridge Capital Management, LLC | 0.29% | No change | 3,910 | $1.0M |
| TABR Capital Management, LLC | 0.90% | — | 3,902 | $1.0M |
| OMNI 360 Wealth, Inc. | 0.67% | Reduce -1.5% | 3,831 | $1.0M |
| Novem Group | 0.15% | — | 3,822 | $1.0M |
| Advisor OS, LLC | 0.12% | Reduce -1.0% | 3,820 | $1.0M |
| StrongBox Wealth, LLC | 0.43% | Reduce -6.7% | 3,806 | $1.0M |
| Summit Wealth Partners, LLC | 0.21% | Add +0.1% | 3,793 | $1.0M |
| Kwmg, LLC | 0.10% | Reduce -0.1% | 3,779 | $998K |
| Hobbs Group Advisors, LLC | 0.37% | Add +0.1% | 3,773 | $996K |
| Evernest Financial Advisors, LLC | 0.26% | Reduce -48.1% | 3,760 | $993K |
| Carolinas Wealth Consulting LLC | 0.20% | Reduce -1.0% | 3,756 | $992K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +195.4% | 3,758 | $992K |
| Kuhn & Co Investment Counsel | 0.84% | Add +0.4% | 3,754 | $991K |
| Old National Bancorp | 0.02% | Reduce -14.0% | 3,741 | $988K |
| MJP Associates Inc. | 0.18% | Add +0.2% | 3,741 | $988K |
| MilWealth Group LLC | 0.27% | Reduce -0.1% | 3,727 | $984K |
| Revisor Wealth Management LLC | 0.91% | Add +2.0% | 3,726 | $984K |
| Kennebec Savings Bank | 0.99% | Reduce -2.9% | 3,724 | $984K |
| Sound Income Strategies, LLC | 0.06% | Reduce -3.6% | 3,704 | $978K |
| Mission Wealth Management, LP | 0.02% | Reduce -1.1% | 3,687 | $974K |
| Covenant Asset Management, LLC | 0.22% | Reduce -3.8% | 3,686 | $974K |
| TFG Advisers LLC | 0.35% | Reduce -0.2% | 3,684 | $973K |
| Strategic Equity Management | 0.41% | Add +22.7% | 3,681 | $972K |
| Ardent Capital Management, Inc. | 0.44% | No change | 3,680 | $972K |
| Milestone Investment Advisors LLC | 0.26% | Add +47.6% | 3,655 | $965K |
| Clarius Group, LLC | 0.07% | Reduce -17.2% | 3,637 | $961K |
| Avalon Capital Management | 0.31% | New | 3,623 | $957K |
| Pinnacle Bancorp, Inc. | 0.31% | No change | 3,609 | $953K |
| Marotta Asset Management | 0.20% | No change | 3,601 | $950K |
| RFG Holdings, Inc. | 0.32% | Reduce -47.3% | 3,589 | $949K |
| Riverview Trust Co | 0.87% | No change | 3,592 | $949K |
| Compass Capital Corp. /Ma/ | 0.37% | — | 3,412 | $948K |
| LifePlan Financial, LLC | 0.83% | Reduce -7.9% | 3,563 | $941K |
| Hancock Whitney Corp. | 0.03% | No change | 3,561 | $941K |
| Evanson Asset Management, LLC | 0.06% | Add +8.5% | 3,561 | $940K |
| Johnson Financial Group, LLC | 0.11% | No change | 3,555 | $939K |
| Cypress Point Wealth Management, LLC | 0.29% | Reduce -6.6% | 3,550 | $938K |
| Melone Private Wealth, LLC | 0.49% | Add +0.3% | 3,548 | $937K |
| Madden Advisory Services, Inc. | 0.43% | Add +0.5% | 3,527 | $932K |
| Silvia McColl Wealth Management, LLC | 0.70% | Reduce -4.6% | 3,522 | $930K |
| Centricity Wealth Management, LLC | 0.87% | — | 3,519 | $929K |
| Vontobel Holding Ltd. | 0.00% | New | 3,515 | $928K |
| Foundations Investment Advisors, LLC | 0.02% | Add +27.5% | 3,493 | $923K |
| Florida Financial Advisors, LLC | 0.41% | Add +16.5% | 3,488 | $921K |
| NorthRock Partners, LLC | 0.03% | Add +27.4% | 3,485 | $921K |
| Gotham Asset Management | 0.01% | Reduce -10.9% | 3,485 | $920K |
| Luminist Capital LLC | 1.61% | — | 3,478 | $919K |
| Pallas Capital Advisors LLC | 0.04% | No change | 3,470 | $917K |
| Sigma Investment Counselors Inc. | 0.05% | No change | 3,469 | $916K |
| Beaird Harris Wealth Management, LLC | 0.08% | Add +0.4% | 3,465 | $915K |
| Sheaff Brock Investment Advisors, LLC | 0.08% | Add +25.4% | 3,459 | $914K |
| Mitchell Capital Management Co. | 0.16% | Reduce -14.5% | 3,420 | $903K |
| Monterey Private Wealth, Inc. | 0.30% | Add +17.7% | 3,415 | $902K |
| Mascoma Wealth Management LLC | 0.23% | Reduce -1.8% | 3,410 | $901K |
| Good Life Advisors, LLC | 0.07% | Reduce -29.6% | 3,400 | $898K |
| Oxbow Advisors, LLC | 0.11% | No change | 3,400 | $898K |
| Lazard Asset Management LLC | 0.00% | No change | 3,400 | $898K |
| Berry Wealth Group, LP | 0.65% | Reduce -2.8% | 3,397 | $897K |
| First Citizens Bank & Trust Co. | 0.02% | Add +14.2% | 3,396 | $897K |
| Collective Family Office LLC | 0.25% | Reduce -3.4% | 3,387 | $895K |
| Chemistry Wealth Management LLC | 0.21% | Reduce -4.5% | 3,384 | $894K |
| Matrix Private Capital Group LLC | 0.51% | No change | 3,374 | $891K |
| Twin Peaks Wealth Advisors, LLC | 0.37% | Add +10.2% | 3,345 | $884K |
| O'ROURKE & COMPANY, Inc | 0.43% | Reduce -0.9% | 3,332 | $880K |
| Independence Bank of Kentucky | 0.13% | Add +11.4% | 3,318 | $876K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +6.7% | 3,292 | $869K |
| Blossom Wealth Management | 1.67% | Add +17.0% | 3,287 | $868K |
| International Assets Investment Management, LLC | 0.07% | New | 3,287 | $867K |
| SC&H Financial Advisors, Inc. | 0.18% | No change | 3,281 | $867K |
| NTV Asset Management LLC | 0.11% | Reduce -0.5% | 3,270 | $864K |
| Keystone Wealth Services, LLC | 0.23% | Add +23.2% | 3,255 | $860K |
| Annex Advisory Services, LLC | 0.03% | Add +39.5% | 3,236 | $855K |
| Keel Point, LLC | 0.07% | Add +120.3% | 3,232 | $854K |
| Garde Capital, Inc. | 0.06% | Reduce -1.6% | 3,228 | $853K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.17% | Add +160.1% | 3,217 | $850K |
| Financial & Tax Architects, LLC | 0.22% | Add +312.1% | 3,214 | $849K |
| First Trust Advisors LP | 0.00% | New | 3,206 | $847K |
| Peterson Wealth Advisors, LLC | 0.15% | Reduce -2.5% | 3,171 | $847K |
| MPWM Advisory Solutions, LLC | 0.62% | — | 3,206 | $847K |
| Blue Trust, Inc. | 0.01% | Add +17.9% | 3,188 | $842K |
| Muirfield Wealth Advisors LLC | 0.69% | Add +8.4% | 3,185 | $841K |
| Atala Financial Inc | 0.59% | — | 3,184 | $841K |
| Strategic Blueprint, LLC | 0.05% | Add +28.0% | 3,173 | $838K |
| Goodwin Investment Advisory | 0.44% | Reduce -5.8% | 3,163 | $835K |
| Plan Group Financial, LLC | 0.44% | No change | 3,161 | $835K |
| Waldron Private Wealth LLC | 0.03% | Add +6.0% | 3,151 | $832K |
| Citadel Advisors | 0.00% | Reduce -27.6% | 3,150 | $832K |
| Cambridge Financial Group, LLC | 0.35% | Add +0.3% | 3,128 | $826K |
| Capital Investment Advisors, LLC | 0.02% | Add +2.3% | 3,119 | $824K |
| Fragasso Financial Advisors Inc | 0.06% | Reduce -5.6% | 3,118 | $823K |
| Sovereign Financial Group, Inc. | 0.19% | Reduce -0.2% | 3,104 | $820K |
| CFS Investment Advisory Services, LLC | 0.07% | Add +10.0% | 3,093 | $817K |
| Litman Gregory Wealth Management LLC | 0.07% | No change | 3,081 | $814K |
| Alexander Labrunerie & Co., Inc. | 0.36% | Reduce -3.5% | 3,080 | $814K |
| Oldfather Financial Services, LLC | 0.31% | Reduce -1.3% | 3,077 | $813K |
| Windsor Advisory Group, LLC | 0.94% | New | 3,068 | $810K |
| WBH Advisory Inc. | 0.08% | Reduce -0.8% | 3,063 | $809K |
| Deutsche Bank AG | 0.00% | Reduce -5.6% | 3,060 | $808K |
| Summit Investment Advisory Services, LLC | 0.42% | Add +3.6% | 3,058 | $808K |
| Keeley-Teton Advisors, LLC | 0.09% | Reduce -4.2% | 3,054 | $807K |
| Blue Barn Wealth, LLC | 0.42% | Reduce -2.7% | 3,046 | $805K |
| Kieckhefer Group LLC | 0.48% | — | 3,021 | $798K |
| Grant/GrossMendelsohn, LLC | 0.42% | Add +7.1% | 3,019 | $797K |
| BridgePort Financial Solutions, LLC | 0.36% | — | 2,984 | $796K |
| Walled Lake Planning & Wealth Management, LLC | 0.30% | Add +8.0% | 3,005 | $794K |
| MBM Wealth Consultants, LLC | 0.24% | Reduce -5.4% | 2,998 | $791K |
| Tranquility Partners, LLC | 0.30% | No change | 2,987 | $789K |
| Plante Moran Financial Advisors, LLC | 0.07% | Add +81.5% | 2,970 | $784K |
| Nottingham Advisors, Inc. | 0.10% | Reduce -5.1% | 2,957 | $781K |
| QRG Capital Management, Inc. | 0.01% | Add +2.6% | 2,951 | $779K |
| GDS Wealth Management | 0.07% | Reduce -7.8% | 2,949 | $779K |
| Breakwater Capital Group | 0.15% | Reduce -1.7% | 2,943 | $777K |
| Sonata Capital Group Inc. | 0.32% | Add +25.6% | 2,942 | $777K |
| Johnson Financial Group, Inc. | 0.04% | Add +4.9% | 2,807 | $774K |
| Legacy Private Trust Co. | 0.05% | Reduce -9.7% | 2,925 | $773K |
| Sightline Wealth Advisors, LLC | 0.42% | Reduce -30.3% | 2,917 | $771K |
| Dark Forest Capital Management LP | 0.11% | Add +42.4% | 2,917 | $770K |
| Fishman Jay A Ltd. | 0.07% | Reduce -6.5% | 2,915 | $770K |
| Fiduciary Alliance LLC | 0.08% | Add +10.6% | 2,909 | $768K |
| Pennington Partners & Co., LLC | 0.38% | — | 2,904 | $767K |
| BIP Wealth, LLC | 0.05% | Add +12.1% | 2,898 | $765K |
| Gallagher Capital Advisors, LLC | 0.55% | — | 2,875 | $759K |
| Brass Tax Wealth Management, Inc. | 0.16% | Reduce -0.1% | 2,870 | $758K |
| HBW Advisory Services LLC | 0.08% | Reduce -10.3% | 2,869 | $758K |
| First Interstate Bank | 0.05% | Add +3.7% | 2,864 | $756K |
| Accredited Investors Inc. | 0.04% | Reduce -10.6% | 2,861 | $756K |
| Aufman Associates Inc | 0.51% | Add +0.4% | 2,857 | $755K |
| Geneva Partners, LLC | 0.31% | Add +8.8% | 2,854 | $754K |
| Vantage Financial Partners, LLC | 0.19% | Add +6.2% | 2,845 | $752K |
| Bestgate Wealth Advisors, LLC | 1.50% | — | 2,835 | $749K |
| First Business Financial Services, Inc. | 0.07% | No change | 2,832 | $748K |
| Strategic Advisors LLC | 0.13% | Add +112.5% | 2,822 | $745K |
| Selective Wealth Management, Inc. | 0.30% | Reduce -2.9% | 2,788 | $744K |
| FAS Wealth Partners, Inc. | 0.06% | Reduce -0.2% | 2,813 | $743K |
| Traphagen Investment Advisors LLC | 0.08% | Reduce -14.4% | 2,812 | $743K |
| Fulton Bank, N.A. | 0.03% | Reduce -1.3% | 2,792 | $737K |
| Private Wealth Group, LLC | 0.36% | Reduce -1.7% | 2,778 | $734K |
| Hutchens & Kramer Investment Management Group, LLC | 0.40% | Add +3.9% | 2,772 | $732K |
| Advance Capital Management, Inc. | 0.03% | Add +1.0% | 2,764 | $730K |
| Guardian Wealth Advisors, LLC | 0.47% | Reduce -18.0% | 2,758 | $728K |
| Riverstone Advisors, LLC | 0.41% | Add +8.1% | 2,754 | $728K |
| Advisory Alpha, LLC | 0.03% | Add +3.3% | 2,753 | $727K |
| Per Stirling Capital Management, LLC. | 0.10% | Add +24.7% | 2,744 | $725K |
| Ti-Trust, Inc. | 0.48% | Add +4.0% | 2,736 | $723K |
| Pecaut & Co. | 0.25% | Reduce -0.2% | 2,728 | $720K |
| Gryphon Financial Partners LLC | 0.10% | Reduce -6.3% | 2,718 | $718K |
| ETF Store, Inc. | 0.89% | Add +0.1% | 2,717 | $718K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 2,712 | $716K |
| Westshore Wealth, LLC | 0.29% | Add +0.0% | 2,707 | $715K |
| Herold Advisors, Inc. | 0.16% | Add +17.7% | 2,699 | $713K |
| Thomasville National Bank | 0.05% | Add +0.5% | 2,696 | $712K |
| Tme Financial, Inc. | 0.66% | — | 2,687 | $709K |
| Adamsbrown Wealth Consultants LLC | 0.24% | Add +0.0% | 2,681 | $708K |
| Onyx Bridge Wealth Group LLC | 0.10% | Reduce -0.3% | 2,659 | $702K |
| Pachira Investments Inc. | 0.43% | Reduce -0.2% | 2,650 | $700K |
| Channel Wealth LLC | 0.23% | Add +0.7% | 2,644 | $698K |
| Blue Bell Private Wealth Management, LLC | 0.13% | No change | 2,637 | $697K |
| Alerus Financial NA | 0.05% | Add +0.3% | 2,636 | $696K |
| Clarity Capital Partners LLC | 0.36% | Add +7.5% | 2,635 | $696K |
| Park Capital Management, LLC / WI | 0.83% | — | 2,630 | $695K |
| Rothschild Wealth LLC | 0.20% | Reduce -35.6% | 2,626 | $694K |
| MAS Advisors LLC | 1.16% | Reduce -45.9% | 2,613 | $690K |
| Quadrant Capital Group LLC | 0.05% | Reduce -0.7% | 2,606 | $688K |
| LJI Wealth Management, LLC | 0.14% | Reduce -29.8% | 2,605 | $688K |
| Horst & Graben Wealth Management LLC | 0.12% | Add +0.0% | 2,598 | $686K |
| Kelman-Lazarov, Inc. | 0.12% | Add +14.2% | 2,589 | $684K |
| Sovran Advisors, LLC | 0.10% | — | 2,561 | $683K |
| Warwick Investment Management, Inc. | 0.14% | Reduce -0.0% | 2,586 | $683K |
| Davidson Trust Co. | 0.35% | Add +14.7% | 2,576 | $680K |
| Optivise Advisory Services LLC | 0.37% | Add +5.2% | 2,569 | $679K |
| Webster Bank, N. A. | 0.07% | Add +4.1% | 2,567 | $678K |
| Willis Investment Counsel | 0.04% | Add +12.8% | 2,567 | $678K |
| Heritage Financial Services, LLC | 0.09% | Add +3.7% | 2,565 | $677K |
| Certuity, LLC | 0.07% | Reduce -2.0% | 2,562 | $677K |
| Libra Wealth LLC | 0.26% | Reduce -2.7% | 2,557 | $675K |
| Guyasuta Investment Advisors Inc. | 0.04% | Add +10.8% | 2,550 | $674K |
| Moody LYNN Lieberson & Walker, LLC | 0.04% | Reduce -5.4% | 2,548 | $673K |
| Sonoma Private Wealth LLC | 1.09% | Reduce -1.1% | 2,547 | $673K |
| L. Roy Papp & Associates, LLP | 0.08% | Add +14.6% | 2,541 | $671K |
| Beacon Bank & Trust | 0.16% | New | 2,540 | $671K |
| Diversify Advisory Services, LLC | 0.04% | Add +0.3% | 2,552 | $671K |
| Old North State Trust, LLC | 0.43% | No change | 2,536 | $670K |
| Penobscot Investment Management Company, Inc. | 0.06% | Add +2.3% | 2,533 | $669K |
| Slow Capital, Inc. | 0.09% | Reduce -0.2% | 2,525 | $667K |
| Grandfield & Dodd, LLC | 0.04% | Add +0.4% | 2,519 | $665K |
| TFR Capital, LLC. | 0.33% | — | 2,518 | $665K |
| Buttonwood Financial Advisors Inc. | 0.29% | Add +0.0% | 2,517 | $665K |
| Welch Group, LLC | 0.03% | Add +0.0% | 2,515 | $664K |
| Ranch Capital Advisors Inc. | 0.31% | Reduce -2.2% | 2,514 | $664K |
| Optima Capital LLC | 0.46% | — | 2,500 | $660K |
| Lee Danner & Bass Inc. | 0.05% | Reduce -2.8% | 2,480 | $655K |
| DF Dent & Co. Inc. | 0.01% | Reduce -2.6% | 2,468 | $652K |
| Park Edge Advisors, LLC | 0.19% | Add +0.0% | 2,464 | $651K |
| Disciplined Investments, LLC | 0.32% | Add +43.9% | 2,459 | $649K |
| Diligent Investors, LLC | 0.15% | No change | 2,456 | $649K |
| Howard Capital Management Group, LLC | 0.04% | No change | 2,453 | $648K |
| Chokshi & Queen Wealth Advisors, Inc | 0.40% | — | 2,452 | $648K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -8.1% | 2,450 | $647K |
| Eagle Bay Advisors LLC | 0.41% | No change | 2,445 | $646K |
| WealthTrak Capital Management LLC | 0.55% | — | 2,441 | $645K |
| Facet Wealth, Inc. | 0.02% | Add +41.4% | 2,333 | $645K |
| Valley Forge Investment Consultants Inc. Adv | 0.22% | Add +0.9% | 2,440 | $644K |
| Values Added Financial LLC | 0.37% | Add +34.8% | 2,435 | $643K |
| BSW Wealth Partners | 0.09% | Add +8.2% | 2,435 | $643K |
| Kirtland Hills Capital Management, LLC | 0.41% | Add +22.4% | 2,417 | $638K |
| Baron Wealth Management LLC | 0.30% | Add +0.1% | 2,416 | $638K |
| Eagle Wealth Strategies LLC | 0.46% | Reduce -2.7% | 2,413 | $637K |
| Boston Financial Mangement LLC | 0.02% | Reduce -1.6% | 2,408 | $636K |
| Noble Wealth Management PBC | 0.44% | — | 2,406 | $636K |
| Graney & King, LLC | 0.47% | — | 2,379 | $628K |
| Bakala Capital LLC | 3.76% | Add +0.4% | 2,366 | $625K |
| Kera Capital Partners, Inc. | 0.18% | — | 2,358 | $623K |
| American Institute for Advanced Investment Management, LLP | 0.46% | Reduce -4.7% | 2,358 | $623K |
| CWA Asset Management Group, LLC | 0.03% | Add +0.0% | 2,356 | $622K |
| Moors & Cabot, Inc. | 0.03% | Add +21.1% | 2,340 | $618K |
| J2 Capital Management Inc | 0.58% | — | 2,339 | $618K |
| Grove Street Fiduciary, LLC | 0.32% | — | 2,337 | $617K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.14% | Reduce -2.1% | 2,328 | $615K |
| Signaturefd, LLC | 0.01% | No change | 2,324 | $614K |
| TAP Consulting, LLC | 0.13% | Reduce -5.4% | 2,322 | $613K |
| DecisionMap Wealth Management, LLC | 0.49% | — | 2,320 | $613K |
| Quadcap Wealth Management, LLC | 0.09% | Reduce -15.2% | 2,318 | $612K |
| Pinnacle Wealth Planning Services, Inc. | 0.09% | New | 2,316 | $612K |
| Peak Retirement Planning, Inc. | 0.41% | — | 2,316 | $611K |
| Stone House Investment Management, LLC | 0.16% | Add +26.6% | 2,310 | $610K |
| Ashton Thomas Securities, LLC | 0.17% | Add +18.2% | 2,308 | $610K |
| Fort Vancouver Investment Management, LLC | 0.52% | No change | 2,303 | $608K |
| GW&K Investment Management, LLC | 0.01% | No change | 2,303 | $608K |
| Novak & Powell Financial Services, Inc. | 0.36% | Add +0.0% | 2,302 | $608K |
| Signal Advisors Wealth, LLC | 0.07% | Add +9.1% | 2,297 | $607K |
| Physician Wealth Advisors, Inc. | 0.10% | Add +23.6% | 2,296 | $607K |
| L.M. Kohn & Company | 0.16% | Add +10.8% | 2,291 | $605K |
| Paulson Wealth Management Inc. | 0.16% | Reduce -5.7% | 2,275 | $601K |
| HBK Sorce Advisory LLC | 0.02% | Add +20.8% | 2,257 | $596K |
| Financial Strategies Group, Inc. | 0.14% | Reduce -1.8% | 2,257 | $593K |
| Comprehensive Money Management Services LLC | 0.48% | — | 2,225 | $588K |
| Forum Financial Management, LP | 0.01% | Add +8.0% | 2,209 | $584K |
| Inman Jager Wealth Management, LLC | 0.45% | — | 2,205 | $582K |
| Winthrop Capital Management, LLC | 0.15% | New | 2,188 | $578K |
| Sequent Asset Management, LLC | 0.28% | No change | 2,187 | $578K |
| Wambolt & Associates, LLC | 0.19% | Reduce -0.7% | 2,184 | $577K |
| Kennicott Capital Management LLC | 0.29% | No change | 2,168 | $573K |
| Oakworth Capital, Inc. | 0.04% | No change | 2,165 | $572K |
| Guidance Capital, Inc. | 0.17% | New | 2,057 | $570K |
| Cobblestone Capital Advisors LLC | 0.03% | Add +132.2% | 2,159 | $570K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -22.8% | 2,150 | $568K |
| Moser Wealth Advisors, LLC | 0.30% | Reduce -5.7% | 2,150 | $568K |
| Journey Strategic Wealth LLC | 0.02% | Add +1.4% | 2,149 | $568K |
| RiverFront Investment Group, LLC | 0.01% | New | 2,148 | $567K |
| Olde Wealth Management, LLC | 0.20% | Add +9.4% | 2,149 | $567K |
| Diversified Portfolios, Inc. | 0.06% | Reduce -1.1% | 2,145 | $567K |
| Francis Financial, Inc. | 0.14% | Reduce -3.2% | 2,140 | $565K |
| Everstar Asset Management, LLC | 0.40% | Reduce -1.5% | 2,137 | $564K |
| Olistico Wealth, LLC | 0.33% | Add +0.1% | 2,133 | $563K |
| Global Strategic Investment Solutions, LLC | 0.07% | Add +1.6% | 2,123 | $561K |
| ABLE Financial Group, LLC | 0.17% | Reduce -0.4% | 2,123 | $561K |
| Paces Ferry Wealth Advisors, LLC | 0.27% | No change | 2,121 | $560K |
| Winebrenner Capital Management LLC | 0.43% | — | 2,114 | $558K |
| Financial Alternatives, Inc | 0.39% | No change | 2,110 | $557K |
| True North Advisors, LLC | 0.13% | Add +158.7% | 2,106 | $556K |
| Huntleigh Advisors, Inc. | 0.12% | — | 2,085 | $551K |
| Trueblood Wealth Management, LLC | 0.27% | Add +37.3% | 2,085 | $551K |
| S&T Bank | 0.18% | Reduce -1.5% | 2,085 | $551K |
| Unified Investment Management | 0.62% | — | 2,081 | $550K |
| Nautilus Advisors LLC | 0.43% | — | 2,069 | $546K |
| Ehrlich Financial Group | 0.39% | Reduce -2.7% | 2,068 | $546K |
| Accel Wealth Management | 0.21% | Add +0.1% | 2,066 | $546K |
| Lodestone Wealth Management LLC | 0.27% | Add +0.2% | 2,064 | $545K |
| Pacific Sun Financial Corp | 0.30% | Add +4.6% | 2,064 | $545K |
| Lyell Wealth Management, LP | 0.05% | No change | 2,057 | $543K |
| Beacon Investment Advisory Services, Inc. | 0.02% | No change | 2,052 | $542K |
| Octavia Wealth Advisors, LLC | 0.07% | Add +4.1% | 2,039 | $539K |
| Wells Trecaso Financial Group, LLC | 0.18% | No change | 2,038 | $538K |
| Palisade Asset Management, LLC | 0.05% | No change | 2,037 | $538K |
| Red Door Wealth Management, LLC | 0.08% | Add +4.3% | 2,034 | $537K |
| Moloney Securities Asset Management, LLC | 0.07% | Reduce -19.3% | 2,031 | $536K |
| Mayfair Advisory Group, LLC | 0.32% | No change | 2,025 | $535K |
| FC Advisory LLC | 0.18% | Reduce -12.9% | 2,023 | $534K |
| Grey Ledge Advisors, LLC | 0.14% | Add +0.8% | 2,022 | $534K |
| Clark Asset Management, LLC | 0.10% | Add +0.2% | 2,021 | $534K |
| First Bank & Trust | 0.10% | Add +17.9% | 2,019 | $533K |
| Canandaigua National Trust Co of Florida | 0.42% | Add +4.6% | 2,017 | $533K |
| Washington Trust Bank | 0.05% | Add +22.5% | 2,017 | $533K |
| Marshall Financial Group, LLC | 0.13% | Add +0.3% | 2,009 | $531K |
| Claris Financial LLC | 0.35% | — | 2,002 | $529K |
| RDA Financial Network | 0.15% | Reduce -1.4% | 1,980 | $523K |
| Orcam Financial Group | 0.50% | Add +5.7% | 1,976 | $522K |
| Equita Financial Network, Inc. | 0.19% | Add +0.3% | 1,975 | $522K |
| Centaurus Financial, Inc. | 0.03% | Add +10.9% | 1,974 | $521K |
| SIMA Wealth Partners, LLC | 0.44% | Reduce -0.1% | 1,971 | $521K |
| Howard Wealth Management, LLC | 0.28% | Add +10.9% | 1,969 | $520K |
| Pettyjohn, Wood & White, Inc. | 0.10% | Add +0.1% | 1,969 | $520K |
| Stokes Family Office, LLC | 0.06% | Add +7.0% | 1,962 | $518K |
| Delta Financial Group, Inc. | 0.12% | New | 1,956 | $517K |
| Magnolia Capital Management Ltd. | 0.41% | No change | 1,950 | $515K |
| Busey Bank | 0.02% | Reduce -15.8% | 1,946 | $514K |
| Meridian Wealth Partners, LLC | 0.08% | Reduce -3.1% | 1,940 | $512K |
| Waterloo Capital, L.P. | 0.05% | Reduce -35.1% | 1,936 | $511K |
| Tyler-Stone Wealth Management | 0.09% | No change | 1,934 | $511K |
| North Star Asset Management Inc. | 0.02% | Add +4.1% | 1,925 | $508K |
| Astra Wealth Partners LLC | 0.48% | — | 1,924 | $508K |
| Stonebridge Financial Group, LLC | 0.06% | — | 1,916 | $506K |
| Empirical Asset Management, LLC | 0.17% | Reduce -3.0% | 1,911 | $505K |
| Columbia Advisory Partners LLC | 0.47% | New | 1,911 | $505K |
| Jacobi Capital Management LLC | 0.04% | Add +21.4% | 1,909 | $504K |
| McGuire Investment Group, LLC | 0.07% | Add +4.6% | 1,900 | $502K |
| DGS Capital Management, LLC | 0.13% | Reduce -8.0% | 1,897 | $501K |
| Unionview, LLC | 0.37% | Reduce -3.0% | 1,889 | $499K |
| ETF Portfolio Partners, Inc. | 0.15% | Add +12.1% | 1,886 | $498K |
| Security National Bank of So Dak | 0.28% | Add +1.6% | 1,881 | $497K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Add +2.1% | 1,878 | $496K |
| Nixon Peabody Trust Co. | 0.04% | Reduce -7.4% | 1,870 | $494K |
| SFG Wealth Management, LLC. | 0.26% | Reduce -3.1% | 1,867 | $493K |
| Burkett Financial Services, LLC | 0.20% | Reduce -2.2% | 1,865 | $493K |
| Copia Wealth Management | 0.47% | — | 1,863 | $492K |
| Sterling Financial Planning, Inc. | 0.18% | Reduce -0.8% | 1,860 | $491K |
| Ascent Group, LLC | 0.04% | Reduce -12.2% | 1,854 | $490K |
| Root Financial Partners, LLC | 0.06% | New | 1,848 | $488K |
| Athena Investment Management | 0.28% | No change | 1,839 | $486K |
| JPL Wealth Management, LLC | 0.14% | — | 1,837 | $485K |
| Capital City Trust Co. | 0.12% | Reduce -5.8% | 1,837 | $485K |
| L.K. Benson & Company, P.C. | 0.34% | — | 1,835 | $485K |
| SpringVest Wealth Management LLC | 0.42% | — | 1,836 | $485K |
| UNIVEST FINANCIAL Corp | 0.03% | Add +4.6% | 1,833 | $484K |
| Westmount Partners, LLC | 0.15% | Reduce -0.8% | 1,827 | $483K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.14% | Reduce -0.3% | 1,827 | $483K |
| Novus Advisors, LLC | 0.48% | — | 1,817 | $480K |
| Raffa Wealth Management, LLC | 0.11% | Add +0.7% | 1,817 | $480K |
| Birchcreek Wealth Management, LLC | 0.30% | Reduce -0.9% | 1,814 | $479K |
| Tidal Investments LLC | 0.00% | Reduce -81.4% | 1,812 | $479K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -1.6% | 1,811 | $478K |
| Investment Advisory Group, LLC | 0.16% | Add +0.8% | 1,809 | $478K |
| RAM Investment Partners, LLC | 0.12% | Add +85.3% | 1,807 | $477K |
| NorthLanding Financial Partners, LLC | 0.48% | Add +0.9% | 1,807 | $477K |
| Private Management Group Inc. | 0.02% | Reduce -5.8% | 1,801 | $476K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 1,800 | $475K |
| Saxon Interests, Inc. | 0.21% | Add +0.1% | 1,798 | $475K |
| Tradewinds Capital Management, LLC | 0.13% | Add +7.5% | 1,797 | $475K |
| Shira Ridge Wealth Management | 0.23% | No change | 1,792 | $473K |
| Live Oak Private Wealth LLC | 0.08% | Add +23.0% | 1,790 | $473K |
| WealthShield Partners, LLC | 0.07% | Reduce -14.7% | 1,784 | $471K |
| Acorn Wealth Advisors, LLC | 0.19% | Add +17.8% | 1,778 | $470K |
| Sara-Bay Financial | 0.17% | Add +2.7% | 1,777 | $470K |
| Midwest Capital Advisors, LLC | 0.34% | — | 1,776 | $469K |
| Falcon Wealth Planning | 0.05% | Reduce -21.4% | 1,772 | $468K |
| Financial Partners Group, Inc | 0.07% | Add +0.4% | 1,769 | $467K |
| Bay Capital Advisors, LLC | 0.38% | — | 1,768 | $467K |
| RVW Wealth, LLC | 0.04% | No change | 1,768 | $467K |
| Next Capital Management LLC | 0.19% | New | 1,763 | $466K |
| Family Firm, Inc. | 0.10% | Add +0.3% | 1,761 | $465K |
| Vista Investment Partners Ii, LLC | 0.27% | — | 1,761 | $465K |
| Hill Investment Group Partners, LLC | 0.06% | New | 1,757 | $464K |
| Cornerstone Advisors Asset Management, LLC | 0.10% | New | 1,757 | $464K |
| Curbstone Financial Management Corp | 0.10% | No change | 1,750 | $462K |
| Indiana Trust & Investment Management Co | 0.16% | No change | 1,747 | $461K |
| Compass Advisory Group LLC | 0.17% | No change | 1,746 | $461K |
| Russell Investments Group, Ltd. | 0.00% | Add +13.1% | 1,740 | $460K |
| Northwest Bank & Trust Co | 0.34% | Reduce -0.7% | 1,612 | $459K |
| Joseph P. Lucia & Associates, LLC | 0.20% | No change | 1,728 | $456K |
| GHP Investment Advisors, Inc. | 0.02% | Add +6.6% | 1,723 | $455K |
| CPC Advisors, LLC | 0.06% | Reduce -24.3% | 1,717 | $454K |
| Astoria Portfolio Advisors LLC. | 0.16% | New | 1,698 | $453K |
| Davis R M Inc. | 0.01% | Add +96.2% | 1,715 | $453K |
| WNY Asset Management, LLC | 0.06% | Add +2.0% | 1,713 | $452K |
| Cora Capital Advisors LLC | 0.22% | Add +13.3% | 1,706 | $451K |
| Topsail Wealth Management, LLC | 0.10% | — | 1,701 | $449K |
| Summit Wealth & Retirement Planning, Inc. | 0.14% | No change | 1,699 | $449K |
| Womack Financial LLC | 0.40% | — | 1,692 | $447K |
| Lake Street Advisors Group, LLC | 0.02% | Add +3.0% | 1,687 | $446K |
| Avitas Wealth Management LLC | 0.06% | Reduce -4.2% | 1,684 | $445K |
| Verum Partners LLC | 0.13% | Add +0.2% | 1,684 | $445K |
| Grantvest Financial Group LLC | 0.50% | — | 1,678 | $443K |
| Impact Capital Partners LLC | 0.16% | — | 1,674 | $442K |
| Towneley Capital Management, Inc / DE | 0.10% | Reduce -43.4% | 1,673 | $442K |
| Ellsworth Advisors, LLC | 0.12% | Add +0.2% | 1,672 | $442K |
| Sloy Dahl & Holst, LLC | 0.06% | Add +15.4% | 1,666 | $440K |
| Heirloom Wealth Management | 0.13% | No change | 1,652 | $436K |
| Granite Harbor Advisors, Inc. | 0.24% | Reduce -2.8% | 1,652 | $436K |
| Mathes Company, Inc. | 0.16% | No change | 1,647 | $435K |
| Lifeworks Advisors, LLC | 0.08% | Add +1.6% | 1,646 | $435K |
| Willow Creek Wealth Management Inc. | 0.04% | No change | 1,646 | $435K |
| Balanced Wealth Group LLC | 0.20% | Reduce -12.3% | 1,577 | $435K |
| River Wealth Advisors LLC | 0.06% | Reduce -2.5% | 1,644 | $434K |
| Logan Capital Management Inc. | 0.02% | Add +0.1% | 1,643 | $434K |
| Hardy Reed LLC | 0.04% | No change | 1,640 | $433K |
| Cannell & Spears LLC | 0.01% | Add +3.5% | 1,636 | $432K |
| Naples Global Advisors, LLC | 0.04% | Reduce -37.6% | 1,624 | $429K |
| Westbourne Investments, Inc. | 0.25% | — | 1,621 | $428K |
| Keyvantage Wealth, LLC | 0.31% | — | 1,619 | $428K |
| Berger Financial Group, Inc | 0.03% | Add +7.3% | 1,615 | $427K |
| Redwood Financial Network Corp | 0.32% | Reduce -4.6% | 1,603 | $424K |
| Cove Private Wealth, LLC | 0.26% | No change | 1,600 | $423K |
| Allodium Investment Consultants, LLC | 0.35% | — | 1,599 | $422K |
| Strategic Wealth Investment Group, LLC | 0.02% | Reduce -0.4% | 1,596 | $422K |
| Bremer Bank National Association | 0.08% | Add +10.7% | 1,589 | $420K |
| Wayfinding Financial, LLC | 0.22% | New | 1,579 | $417K |
| Roberts Wealth Advisors, LLC | 0.13% | Add +61.8% | 1,547 | $417K |
| Transce3nd, LLC | 0.14% | — | 1,578 | $417K |
| Newport Capital Group, LLC | 0.31% | Reduce -0.5% | 1,576 | $417K |
| MontVue Capital Management, Inc. | 0.32% | No change | 1,571 | $415K |
| Jordan Park Group LLC | 0.03% | New | 1,570 | $415K |
| Convergence Financial, LLC | 0.08% | Reduce -46.6% | 1,570 | $415K |
| Chicago Capital, LLC | 0.01% | No change | 1,568 | $414K |
| Vertex Planning Partners, LLC | 0.09% | No change | 1,560 | $412K |
| Ascentis Independent Advisors | 0.08% | Add +39.0% | 1,560 | $412K |
| Transform Wealth, LLC | 0.02% | Add +0.1% | 1,549 | $409K |
| Kathmere Capital Management, LLC | 0.04% | Add +41.5% | 1,547 | $409K |
| Wimmer Associates 1, LLC | 0.20% | No change | 1,547 | $409K |
| Becker Capital Management Inc. | 0.01% | No change | 1,543 | $408K |
| Strategic Financial Services, Inc. | 0.02% | Reduce -2.3% | 1,540 | $407K |
| Mengis Capital Management, Inc. | 0.08% | Reduce -11.5% | 1,538 | $406K |
| Allred Capital Management, LLC | 0.16% | Add +0.1% | 1,535 | $406K |
| Northeast Financial Group, Inc. | 0.15% | Reduce -17.4% | 1,533 | $405K |
| Wealth Management Nebraska | 0.07% | — | 1,529 | $404K |
| Pacific Sage Partners, LLC | 0.09% | Reduce -15.4% | 1,527 | $403K |
| Investment Partners Asset Management, Inc. | 0.32% | Reduce -6.3% | 1,522 | $402K |
| 180 Wealth Advisors, LLC | 0.06% | Reduce -21.4% | 1,518 | $401K |
| M1 Capital Management LLC | 0.22% | — | 1,518 | $401K |
| 2UniFi Bank | 0.27% | — | 1,515 | $400K |
| Serenus Wealth Advisors, LLC | 0.07% | — | 1,514 | $400K |
| Greenwood Gearhart LLC | 0.03% | New | 1,503 | $397K |
| Aaron Wealth Advisors LLC | 0.05% | No change | 1,501 | $396K |
| Keystone Financial Services, LLC | 0.36% | — | 1,499 | $396K |
| Parkside Financial Bank & Trust | 0.05% | Add +8.5% | 1,499 | $396K |
| VERITY Wealth Advisors | 0.29% | Add +0.3% | 1,499 | $396K |
| Detalus Advisors, LLC | 0.13% | Reduce -3.1% | 1,493 | $394K |
| Hardin Capital Partners, LLC | 0.23% | Reduce -0.5% | 1,474 | $389K |
| Wealthstream Advisors, Inc. | 0.07% | Add +0.3% | 1,452 | $384K |
| Arthur M. Cohen & Associates, LLC | 0.07% | No change | 1,452 | $383K |
| Sunflower Bank, N.A. | 0.11% | No change | 1,449 | $383K |
| Fortem Financial Group, LLC | 0.15% | Add +4.3% | 1,446 | $382K |
| Investment Planning Advisors, Inc. | 0.17% | Add +47.4% | 1,439 | $380K |
| National Wealth Management Group, LLC | 0.25% | Add +7.4% | 1,437 | $380K |
| Stockman Wealth Management, Inc. | 0.06% | Add +2.9% | 1,432 | $378K |
| Claro Advisors Inc. | 0.05% | Reduce -3.9% | 1,431 | $378K |
| Tower View Wealth Management LLC | 0.20% | Add +0.3% | 1,421 | $375K |
| Founders Financial Alliance, LLC | 0.10% | Add +2.5% | 1,419 | $375K |
| Avestar Capital, LLC | 0.03% | New | 1,417 | $374K |
| Prosperity Consulting Group, LLC | 0.03% | Add +80.8% | 1,414 | $373K |
| Canvas Wealth Advisors, LLC | 0.09% | Add +2.3% | 1,412 | $373K |
| McCollum Christoferson Group LLC | 0.11% | No change | 1,408 | $372K |
| Wealthcare Capital Partners, LLC | 0.19% | — | 1,406 | $371K |
| Powers Advisory Group, LLC | 0.19% | Add +19.8% | 1,405 | $371K |
| Regent Peak Wealth Advisors LLC | 0.08% | Add +0.1% | 1,404 | $371K |
| Potentia Wealth | 0.16% | — | 1,400 | $370K |
| Edge Financial Advisors LLC | 0.33% | Reduce -0.4% | 1,398 | $369K |
| EPG Wealth Management LLC | 0.10% | No change | 1,397 | $369K |
| Aletheian Wealth Advisors LLC | 0.22% | Reduce -18.4% | 1,395 | $368K |
| CFC Planning Co LLC | 0.39% | — | 1,393 | $368K |
| Lowery Thomas, LLC | 0.24% | Add +0.4% | 1,390 | $367K |
| Myecfo, LLC | 0.20% | Add +23.0% | 1,390 | $367K |
| Sunburst Financial Group, LLC | 0.09% | Reduce -36.9% | 1,389 | $367K |
| Fairway Wealth LLC | 0.16% | Add +16.2% | 1,387 | $366K |
| Granite FO LLC | 0.21% | No change | 1,385 | $366K |
| Center For Asset Management LLC | 0.24% | Add +13.0% | 1,384 | $366K |
| 1ST Source Bank | 0.02% | Add +8.6% | 1,383 | $365K |
| Valley National Advisers Inc. | 0.07% | Reduce -3.1% | 1,382 | $365K |
| Toth Financial Advisory Corp. | 0.04% | Add +0.1% | 1,382 | $365K |
| First National Bank of Mount Dora, Trust Investment Services | 0.09% | No change | 1,381 | $365K |
| Mairs & Power Inc. | 0.00% | No change | 1,378 | $364K |
| TBH Global Asset Management, LLC | 0.09% | No change | 1,377 | $364K |
| Better Money Decisions, LLC | 0.25% | Add +0.7% | 1,375 | $363K |
| Alta Wealth Advisors LLC | 0.16% | Reduce -1.6% | 1,375 | $363K |
| Bogart Wealth, LLC | 0.02% | Add +4.5% | 1,374 | $363K |
| Willis Johnson & Associates, Inc. | 0.03% | Reduce -5.8% | 1,374 | $363K |
| Caldwell Sutter Capital, Inc. | 0.17% | Reduce -0.4% | 1,372 | $362K |
| Juncture Wealth Strategies, LLC | 0.13% | New | 1,371 | $362K |
| FRG Family Wealth Advisors LLC | 0.07% | No change | 1,369 | $362K |
| LifeGuide Financial Advisors, LLC | 0.15% | No change | 1,364 | $360K |
| Ipsen Advisor Group LLC | 0.31% | — | 1,360 | $359K |
| Cape Investment Advisory, Inc. | 0.14% | Add +32.1% | 1,359 | $359K |
| Client 1ST Advisory Group, LLC | 0.14% | No change | 1,358 | $359K |
| North Star Investment Management Corp. | 0.03% | Add +2.5% | 1,358 | $359K |
| KOM Wealth Management Group, LLC | 0.26% | Add +0.1% | 1,357 | $359K |
| Strategic Wealth Partners, Ltd. | 0.03% | Add +16.6% | 1,292 | $357K |
| Clearstead Trust, LLC | 0.08% | No change | 1,352 | $357K |
| Vestor Capital, LLC | 0.03% | No change | 1,350 | $357K |
| One Wealth Management Investment & Advisory Services, LLC | 0.56% | Reduce -0.4% | 1,347 | $356K |
| Invesco Ltd. | 0.00% | Reduce -11.2% | 1,347 | $356K |
| CGN Advisors LLC | 0.03% | Reduce -20.7% | 1,346 | $356K |
| GWN Securities Inc. | 0.09% | — | 1,321 | $354K |
| Matrix Asset Advisors Inc. | 0.04% | Add +34.7% | 1,332 | $352K |
| Prepared Retirement Institute LLC | 0.20% | Add +0.1% | 1,331 | $351K |
| Legacy Capital Wealth Partners, LLC | 0.09% | Add +15.8% | 6,651 | $350K |
| Aspire Growth Partners LLC | 0.34% | — | 1,325 | $350K |
| Fairfield, Bush & Co. | 0.20% | No change | 1,318 | $348K |
| Wealth Management Strategies, Inc. | 0.27% | — | 1,314 | $347K |
| Capstone Wealth Management Group LLC | 0.26% | — | 1,313 | $347K |
| Silverlake Wealth Management LLC | 0.13% | Reduce -31.8% | 1,312 | $347K |
| Gibbs Wealth Management | 0.09% | Add +16.6% | 1,309 | $346K |
| Compass Planning Associates Inc | 0.35% | — | 1,307 | $345K |
| Avaii Wealth Management, LLC | 0.17% | Reduce -3.0% | 1,306 | $345K |
| Trace Wealth Advisors, LLC | 0.31% | — | 1,299 | $343K |
| Smith Salley Wealth Management | 0.02% | Add +3.3% | 1,298 | $343K |
| Compass Investment Advisers LLC | 0.99% | — | 1,297 | $343K |
| Cassady Schiller Wealth Management, LLC | 0.13% | Reduce -0.5% | 1,296 | $342K |
| Richards, Merrill & Peterson, Inc. | 0.18% | — | 1,295 | $342K |
| Fiduciary Financial Group, LLC | 0.07% | No change | 1,297 | $341K |
| SYM FINANCIAL Corp | 0.04% | Add +8.0% | 1,290 | $341K |
| Genesis Private Wealth, LLC | 0.19% | — | 1,288 | $340K |
| Madison Wealth Partners, Inc | 0.09% | Add +1.7% | 1,286 | $340K |
| First Community Trust NA | 0.24% | Add +0.3% | 1,285 | $339K |
| MKT Advisors LLC | 0.15% | Add +0.2% | 1,239 | $339K |
| First American Trust, FSB | 0.03% | No change | 1,285 | $339K |
| Morton Capital Management LLC | 0.06% | No change | 1,283 | $339K |
| Penn Capital Management Company, LLC | 0.03% | Add +57.9% | 1,279 | $338K |
| Argent Advisors, Inc. | 0.13% | Add +3.4% | 1,277 | $337K |
| Hibernia Wealth Partners, LLC | 0.26% | Reduce -72.9% | 1,275 | $337K |
| Catalina Capital Group, LLC | 0.11% | No change | 1,269 | $335K |
| Seneca Financial Advisors LLC | 0.17% | Add +0.1% | 1,267 | $335K |
| Dentgroup LLC | 0.26% | No change | 1,266 | $334K |
| Klingman & Associates, LLC | 0.02% | Add +23.4% | 1,264 | $334K |
| Obsidian Personal Planning Solutions LLC | 0.16% | No change | 1,211 | $334K |
| KWB Wealth | 0.04% | No change | 1,265 | $334K |
| Old Port Advisors | 0.10% | Add +15.8% | 1,257 | $332K |
| Whalerock Point Partners, LLC | 0.08% | No change | 1,255 | $331K |
| Icon Wealth Advisors, LLC | 0.03% | New | 1,253 | $331K |
| Gimbal Financial | 0.27% | No change | 1,252 | $331K |
| Naviter Wealth, LLC | 0.04% | No change | 1,251 | $330K |
| Crews Bank & Trust | 0.06% | — | 1,251 | $330K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.12% | Add +10.8% | 1,246 | $329K |
| David J Yvars Group | 0.20% | No change | 1,243 | $328K |
| Fairman Group, LLC | 0.27% | Add +1.5% | 1,240 | $327K |
| Kings Path Partners LLC | 0.14% | Reduce -2.8% | 1,236 | $326K |
| Martin Worley Group | 0.20% | — | 1,235 | $326K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.12% | No change | 1,173 | $325K |
| Westside Investment Management, Inc. | 0.07% | Add +3.4% | 1,231 | $325K |
| CFO4Life Group, LLC | 0.06% | Add +2.5% | 1,229 | $325K |
| HT Partners LLC | 0.11% | Reduce -0.7% | 1,226 | $324K |
| Fortis Capital Advisors, LLC | 0.11% | Reduce -2.7% | 1,253 | $324K |
| Providence Capital Advisors, LLC | 0.07% | Add +67.2% | 1,224 | $323K |
| Penobscot Wealth Management | 0.15% | Add +0.4% | 1,224 | $323K |
| Cladis Investment Advisory, LLC | 0.23% | Add +6.1% | 1,220 | $322K |
| Unique Wealth, LLC | 0.07% | No change | 1,220 | $322K |
| First Financial Bank - Trust Division | 0.03% | No change | 1,219 | $322K |
| Csenge Advisory Group | 0.02% | Reduce -4.1% | 1,216 | $321K |
| Accretive Wealth Partners, LLC | 0.14% | Add +44.8% | 1,213 | $320K |
| Enzi Wealth | 0.12% | Reduce -0.1% | 1,150 | $318K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +0.1% | 1,204 | $318K |
| HUB Investment Partners, LLC | 0.01% | Reduce -9.8% | 1,203 | $318K |
| Ameriflex Group, Inc. | 0.15% | — | 1,151 | $317K |
| Grunden Financial Advisory, Inc. | 0.15% | No change | 1,200 | $317K |
| YHB Investment Advisors, Inc. | 0.03% | Reduce -2.0% | 1,200 | $317K |
| Sharp Wealth Advisory, LLC | 0.24% | Reduce -0.8% | 1,190 | $314K |
| SkyOak Wealth, LLC | 0.07% | No change | 1,189 | $314K |
| Private Wealth Partners, LLC | 0.02% | New | 1,188 | $314K |
| Orrstown Financial Services Inc. | 0.08% | Reduce -47.0% | 1,186 | $313K |
| Midwest Professional Planners, LTD. | 0.09% | No change | 1,182 | $312K |
| Prosperity Planning, Inc. | 0.14% | Reduce -1.6% | 1,181 | $312K |
| Townsend Asset Management Corp. /NC/ | 0.11% | Add +0.3% | 1,180 | $312K |
| ARS Wealth Advisors Group, LLC | 0.04% | No change | 1,179 | $312K |
| Glassman Wealth Services | 0.05% | Reduce -1.4% | 1,179 | $311K |
| Bordeaux Wealth Advisors LLC | 0.05% | Reduce -27.8% | 1,179 | $311K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.33% | Add +0.2% | 1,175 | $310K |
| Elm3 Financial Group, LLC | 0.26% | — | 1,173 | $310K |
| Strategic Financial Concepts, LLC | 0.06% | Add +6.6% | 1,172 | $309K |
| Cadinha & Co. LLC | 0.05% | Add +1.0% | 1,162 | $307K |
| Cambridge Capital Management, LLC | 0.20% | Add +0.4% | 1,158 | $306K |
| Wilkins Miller Wealth Management, LLC | 0.32% | — | 1,157 | $306K |
| Greenleaf Trust | 0.00% | Reduce -2.4% | 1,157 | $306K |
| Clifford Swan Investment Counsel LLC | 0.01% | Add +0.3% | 1,155 | $305K |
| Moment Partners, LLC | 0.06% | — | 1,153 | $305K |
| Shepherd Financial Partners LLC | 0.04% | New | 1,151 | $304K |
| Vicus Capital | 0.03% | Add +2.2% | 1,149 | $303K |
| Members Trust Co | 0.01% | Add +44.8% | 1,148 | $303K |
| Cooper Financial Group | 0.04% | Add +0.1% | 1,147 | $303K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +5.6% | 1,145 | $302K |
| Hoxton Planning & Management, LLC | 0.12% | Add +9.7% | 1,142 | $302K |
| Camelot Technology Advisors, Inc. | 0.27% | Add +0.2% | 1,134 | $300K |
| Byrne Asset Management LLC | 0.24% | Reduce -1.6% | 1,131 | $299K |
| Weitzel Financial Services, Inc. | 0.14% | No change | 1,119 | $298K |
| LPF Advisors LLC | 0.25% | No change | 1,124 | $297K |
| Integrity Financial Corp | 0.17% | Add +17.0% | 1,123 | $297K |
| Burney Co./ | 0.01% | No change | 1,115 | $295K |
| American Financial & Tax Strategies Inc. | 0.15% | No change | 1,114 | $294K |
| Ironwood Wealth Management, LLC. | 0.09% | Add +3.6% | 1,113 | $294K |
| Zacks Investment Management | 0.00% | Add +7.1% | 1,112 | $294K |
| Hoese & Co LLP | 0.25% | No change | 1,110 | $293K |
| WMG Financial Advisors, LLC | 0.13% | Reduce -2.9% | 1,104 | $292K |
| Bath Savings Trust Co | 0.03% | No change | 1,103 | $291K |
| Waters Parkerson & Co., LLC | 0.02% | No change | 1,101 | $291K |
| Michels Family Financial, LLC | 0.27% | — | 1,099 | $290K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Reduce -1.7% | 1,096 | $290K |
| BankPlus Wealth Management LLC | 0.22% | — | 1,097 | $289K |
| Kanawha Capital Management LLC | 0.02% | No change | 1,096 | $289K |
| Covestor Ltd | 0.18% | Add +1.4% | 1,093 | $289K |
| West Michigan Advisors, LLC | 0.09% | Reduce -5.0% | 1,093 | $289K |
| Barrett & Company, Inc. | 0.12% | No change | 1,093 | $289K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -2.5% | 1,091 | $288K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 1,091 | $288K |
| Edgemoor Investment Advisors, Inc. | 0.03% | No change | 1,090 | $288K |
| Foundation Wealth Management, LLC\PA | 0.14% | — | 1,090 | $288K |
| PKS Advisory Services, LLC | 0.07% | — | 1,089 | $288K |
| HTG Investment Advisors, Inc. | 0.13% | Add +6.3% | 1,089 | $288K |
| Pennsylvania Capital Management Inc. | 0.10% | Add +22.8% | 1,087 | $287K |
| Sensible Money, LLC | 0.13% | No change | 1,086 | $287K |
| GK Wealth Management LLC | 0.36% | — | 1,082 | $286K |
| Sageworth Trust Co of South Dakota | 0.36% | No change | 1,080 | $285K |
| Swmg, LLC | 0.11% | Reduce -0.1% | 1,027 | $284K |
| Helium Advisors LLC | 0.22% | — | 1,074 | $284K |
| Beacon Capital Management, LLC | 0.04% | Add +11.9% | 1,069 | $282K |
| Axis Wealth Partners, LLC | 0.24% | — | 1,068 | $282K |
| Tyche Wealth Partners LLC | 0.06% | Add +0.1% | 1,054 | $278K |
| Legacy Trust | 0.06% | No change | 1,052 | $278K |
| Carson Advisory Inc. | 0.19% | Add +3.8% | 1,052 | $278K |
| Element Wealth, LLC | 0.14% | Add +0.1% | 1,048 | $277K |
| Maridea Wealth Management LLC | 0.09% | — | 1,045 | $276K |
| Washington Trust Advisors, Inc. | 0.02% | Add +0.5% | 1,044 | $276K |
| Correct Capital Wealth Management | 0.05% | No change | 1,042 | $275K |
| Snider Financial Group | 0.09% | New | 1,040 | $275K |
| Glen Eagle Advisors, LLC | 0.05% | Add +1.6% | 1,038 | $274K |
| Compass Financial Group, INC | 0.05% | Reduce -1.3% | 1,036 | $274K |
| Apexium Financial, LP | 0.02% | New | 1,034 | $273K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 990 | $272K |
| Lee Financial Co | 0.04% | Add +12.4% | 1,030 | $272K |
| Miller Financial Services LLC | 0.23% | — | 1,025 | $271K |
| Clearwater Capital Advisors, LLC | 0.03% | Reduce -1.4% | 1,024 | $270K |
| Echo Wealth Management, LLC | 0.19% | No change | 1,023 | $270K |
| tru Independence LLC | 0.08% | Reduce -4.7% | 1,022 | $270K |
| Sherman Asset Management, Inc. | 0.25% | — | 1,021 | $270K |
| Capital Advisors Inc. | 0.01% | Reduce -12.2% | 1,021 | $270K |
| Geometric Wealth Advisors | 0.05% | Add +6.7% | 1,020 | $269K |
| Prevail Innovative Wealth Advisors, LLC | 0.08% | New | 1,018 | $269K |
| Portside Wealth Group, LLC | 0.04% | New | 1,016 | $268K |
| MB Generational Wealth, LLC | 0.20% | No change | 1,015 | $268K |
| Embree Financial Group | 0.05% | Add +0.4% | 1,015 | $268K |
| Raab & Moskowitz Asset Management LLC | 0.07% | Reduce -6.0% | 1,014 | $268K |
| Presilium Private Wealth, LLC | 0.06% | No change | 1,014 | $268K |
| Acima Private Wealth, LLC | 0.09% | No change | 1,007 | $266K |
| Kavar Capital Partners Group, LLC | 0.04% | No change | 1,005 | $265K |
| Tolleson Wealth Management, Inc. | 0.05% | No change | 1,004 | $265K |
| Summit Asset Management, LLC | 0.05% | No change | 1,002 | $265K |
| Dearborn Partners LLC | 0.01% | Reduce -0.6% | 1,002 | $265K |
| Searle & Co. | 0.08% | No change | 1,000 | $264K |
| FourThought Financial Partners, LLC | 0.03% | Add +8.6% | 999 | $264K |
| Crumly & Associates Inc. | 0.07% | New | 996 | $263K |
| Level Wealth Management LLC | 0.19% | — | 992 | $262K |
| United Advisor Group, LLC | 0.05% | Reduce -6.8% | 992 | $262K |
| Lathrop Investment Management Co. | 0.05% | Reduce -4.3% | 993 | $262K |
| Clarity Financial LLC | 0.03% | New | 987 | $261K |
| Tradewinds, LLC. | 0.07% | Reduce -36.6% | 944 | $260K |
| Intrepid Financial Planning Group LLC | 0.11% | No change | 985 | $260K |
| M Wealth Management, LLC | 0.24% | — | 984 | $260K |
| Madison Park Capital Advisors, LLC | 0.21% | Reduce -33.0% | 981 | $259K |
| Fortress Private Ledger, LLC | 0.16% | — | 978 | $258K |
| Strategic Financial Planning, Inc. | 0.18% | No change | 975 | $258K |
| Clarendon Private LLC | 0.27% | — | 973 | $257K |
| SignalPoint Asset Management, LLC | 0.06% | Reduce -4.5% | 972 | $257K |
| Columbia Bank | 0.09% | No change | 961 | $256K |
| Gibson Wealth Advisors LLC | 0.21% | No change | 966 | $255K |
| First Western Trust Bank | 0.01% | Reduce -48.3% | 966 | $255K |
| Money Concepts Capital Corp. | 0.02% | Add +9.7% | 966 | $255K |
| Janney Capital Management LLC | 0.02% | No change | 965 | $255K |
| Baldwin Investment Management, LLC | 0.03% | Reduce -50.8% | 965 | $255K |
| Norris Perne & French LLP | 0.02% | No change | 962 | $254K |
| Bensler, LLC | 0.03% | No change | 959 | $253K |
| Trustco Bank Corp. N Y | 0.27% | No change | 954 | $252K |
| Ballentine Capital Advisors, Inc | 0.13% | No change | 950 | $251K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.10% | No change | 950 | $251K |
| Northeast Planning Associates, Inc. / NH / | 0.26% | — | 949 | $251K |
| Mendel Capital Management LLC | 0.15% | Reduce -1.3% | 932 | $246K |
| Mfa Wealth Advisors, LLC | 0.06% | No change | 932 | $246K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.12% | Add +7.3% | 927 | $245K |
| Greenfield Savings Bank | 0.12% | No change | 926 | $245K |
| Opal Wealth Advisors, LLC | 0.07% | Add +13.4% | 923 | $244K |
| One Wealth Advisors, LLC | 0.04% | No change | 923 | $244K |
| Earned Wealth Advisors, LLC | 0.08% | Add +23.0% | 920 | $243K |
| McLean Asset Management Corp | 0.07% | No change | 919 | $243K |
| FSM Wealth Advisors, LLC | 0.06% | Add +16.8% | 890 | $242K |
| First National Advisers, LLC | 0.04% | Reduce -8.3% | 918 | $242K |
| Barclays PLC | 0.00% | No change | 917 | $242K |
| Bank of Nova Scotia | 0.00% | No change | 910 | $240K |
| Prairie Wealth Advisors, Inc. | 0.12% | Add +0.3% | 910 | $240K |
| Thrive Wealth Management, LLC | 0.04% | Add +0.3% | 908 | $240K |
| Astoria Strategic Wealth, Inc. | 0.07% | No change | 907 | $240K |
| Old North State Wealth Management, LLC | 0.13% | Add +0.4% | 904 | $239K |
| Midwest Financial Group LLC | 0.14% | Add +11.2% | 903 | $239K |
| Eastern Bank | 0.00% | Add +4.5% | 898 | $237K |
| Team Hewins, LLC | 0.09% | No change | 897 | $237K |
| Vise Technologies, Inc. | 0.02% | New | 895 | $236K |
| Northwest Financial Advisors | 0.19% | Add +0.3% | 893 | $236K |
| Corundum Group, Inc. | 0.09% | No change | 890 | $235K |
| First Long Island Investors, LLC | 0.02% | No change | 890 | $235K |
| RMR Wealth Builders | 0.02% | Add +0.8% | 881 | $233K |
| Invst, LLC | 0.03% | Reduce -16.3% | 881 | $233K |
| Osborne Partners Capital Management, LLC | 0.01% | No change | 881 | $233K |
| Regimen Wealth, LLC | 0.08% | Reduce -1.0% | 876 | $231K |
| Cathy Pareto & Associates, Inc. | 0.21% | — | 874 | $231K |
| Greenspring Advisors, LLC | 0.05% | No change | 873 | $231K |
| Long Island Wealth Management, Inc. | 0.14% | New | 873 | $230K |
| Valley Brook Capital Group, Inc. | 0.17% | Add +1.8% | 871 | $230K |
| Divergent Planning, LLC | 0.08% | No change | 875 | $230K |
| Trust Co | 0.03% | No change | 868 | $229K |
| Tradition Wealth Management, LLC | 0.02% | Add +0.1% | 868 | $229K |
| Intrua Financial, LLC | 0.04% | Reduce -1.5% | 868 | $229K |
| Atlas Financial Advisors, Inc. | 0.36% | New | 867 | $229K |
| Basso Capital Management, L.P. | 0.20% | No change | 867 | $229K |
| LaSalle St. Investment Advisors, LLC | 0.07% | Add +13.0% | 870 | $229K |
| WealthCare Investment Partners, LLC | 0.10% | Reduce -2.4% | 867 | $229K |
| Courage Miller Partners, LLC | 0.08% | No change | 866 | $229K |
| Ted Buchan & Co | 0.11% | No change | 863 | $228K |
| Prasad Wealth Partners, LLC | 0.07% | — | 861 | $227K |
| Radnor Capital Management, LLC | 0.04% | No change | 860 | $227K |
| Everpar Advisors LLC | 0.11% | Add +3.0% | 859 | $227K |
| Lansing Street Advisors | 0.08% | Add +0.1% | 859 | $227K |
| Gries Financial LLC | 0.04% | No change | 858 | $227K |
| Plotkin Financial Advisors, LLC | 0.13% | No change | 857 | $226K |
| Telos Capital Management, Inc. | 0.02% | Reduce -9.5% | 856 | $226K |
| GAMMA Investing LLC | 0.02% | Add +50.7% | 856 | $226K |
| EPIQ Capital Group, LLC | 0.06% | Add +0.3% | 855 | $226K |
| Probity Advisors, Inc. | 0.04% | Reduce -31.6% | 853 | $225K |
| Meritage Portfolio Management | 0.01% | Add +0.2% | 850 | $225K |
| Trek Financial, LLC | 0.02% | New | 850 | $225K |
| Sentry LLC | 0.04% | No change | 850 | $225K |
| Denver Wealth Management, Inc. | 0.10% | New | 849 | $224K |
| Strengthening Families & Communities, LLC | 0.13% | Reduce -92.1% | 844 | $223K |
| Envision Financial Planning, LLC | 0.11% | Reduce -0.4% | 842 | $222K |
| Mechanics Bank Trust Department | 0.03% | Reduce -2.9% | 842 | $222K |
| Vermillion Wealth Management, Inc. | 0.11% | — | 840 | $222K |
| Sound Stewardship, LLC | 0.13% | Reduce -2.9% | 839 | $222K |
| Horizon Investment Services, LLC | 0.09% | New | 838 | $221K |
| Patton Albertson Miller Group, LLC | 0.03% | Reduce -3.1% | 837 | $221K |
| Napatree Capital LLC | 0.13% | No change | 835 | $221K |
| Ewa, LLC | 0.08% | New | 835 | $220K |
| Websterrogers Financial Advisors, LLC | 0.08% | New | 832 | $220K |
| Darden Wealth Group Inc | 0.15% | No change | 828 | $219K |
| Teachers Insurance & Annuity Association of America | 0.29% | No change | 827 | $218K |
| WealthTrust Asset Management, LLC | 0.16% | Reduce -10.2% | 827 | $218K |
| Safeguard Investment Advisory Group, LLC | 0.06% | Add +2.2% | 827 | $218K |
| Hummer Financial Advisory Services Inc | 0.17% | No change | 825 | $218K |
| Creegan & Nassoura Financial Group, LLC | 0.15% | No change | 825 | $218K |
| MTM Investment Management, LLC | 0.08% | No change | 825 | $218K |
| Abacus Planning Group, Inc. | 0.04% | No change | 824 | $218K |
| One Day In July LLC | 0.02% | Reduce -0.5% | 821 | $217K |
| Tilia Fiduciary Partners, Inc. | 0.15% | New | 821 | $217K |
| Wealthstar Advisors, LLC | 0.09% | — | 819 | $216K |
| Flower City Capital | 0.13% | Reduce -11.8% | 818 | $216K |
| Essex LLC | 0.04% | Reduce -1.1% | 812 | $215K |
| MRWM Advisors, LLC | 0.17% | — | 811 | $214K |
| Middleton & Co. Inc. | 0.02% | No change | 809 | $214K |
| ROI Financial Advisors, LLC | 0.15% | Reduce -4.7% | 809 | $214K |
| ShoreHaven Wealth Partners, LLC | 0.10% | No change | 807 | $213K |
| Main Management LLC | 0.02% | No change | 807 | $213K |
| HFG Advisors, Inc. | 0.19% | No change | 803 | $212K |
| Secured Retirement Advisors, LLC | 0.12% | No change | 801 | $212K |
| LFA - Lugano Financial Advisors SA | 0.14% | No change | 800 | $211K |
| Atlatl Advisers LLC | 0.12% | — | 800 | $211K |
| Bantamac Capital, LLC | 0.09% | No change | 800 | $211K |
| Wintrust Investments LLC | 0.19% | Add +18.7% | 800 | $211K |
| TKG Advisors, LLC | 0.10% | No change | 760 | $211K |
| Integris Wealth Management, LLC | 0.06% | New | 796 | $210K |
| Sugarloaf Wealth Management, LLC | 0.04% | Add +10.3% | 794 | $210K |
| Summit X, LLC | 0.05% | New | 793 | $209K |
| Aquire Wealth Advisors, LLC | 0.06% | New | 792 | $209K |
| Campbell Wealth Management | 0.02% | No change | 788 | $208K |
| Anson Capital, Inc. | 0.18% | New | 795 | $207K |
| Prospect Financial Group LLC | 0.25% | — | 782 | $206K |
| Braun Stacey Associates Inc. | 0.01% | No change | 780 | $206K |
| Global Trust Asset Management, LLC | 0.08% | No change | 778 | $205K |
| Leo Wealth, LLC | 0.02% | New | 776 | $205K |
| PCG Asset Management, LLC | 0.18% | — | 776 | $205K |
| C M Bidwell & Associates Ltd. | 0.12% | Reduce -3.1% | 774 | $205K |
| Trillium Asset Management, LLC | 0.01% | New | 774 | $204K |
| C2C Wealth Management, LLC | 0.19% | No change | 772 | $204K |
| Gutierrez Wealth Advisory, LLC | 0.17% | — | 770 | $203K |
| Mattern Capital Management, LLC | 0.03% | No change | 770 | $203K |
| American National Bank & Trust | 0.02% | Reduce -72.1% | 770 | $203K |
| DHJJ Financial Advisors, Ltd. | 0.08% | Reduce -1.3% | 769 | $203K |
| Insight Advisors, LLC/ PA | 0.03% | New | 766 | $202K |
| Schrum Private Wealth Management LLC | 0.17% | Reduce -35.3% | 765 | $202K |
| Coastal Bridge Advisors, LLC | 0.05% | New | 763 | $201K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -2.6% | 759 | $200K |
| NavPoint Financial, Inc. | 0.16% | New | 759 | $200K |
| Tortoise Investment Management, LLC | 0.02% | No change | 756 | $200K |
| HHM Wealth Advisors, LLC | 0.03% | Add +2.3% | 755 | $199K |
| Brown, Lisle/Cummings, Inc. | 0.06% | No change | 751 | $198K |
| Venturi Wealth Management, LLC | 0.01% | Add +8.8% | 746 | $197K |
| Richardson Capital Management LLC | 0.13% | Reduce -4.7% | 744 | $196K |
| Balefire, LLC | 0.07% | Add +0.8% | 742 | $196K |
| Sittner & Nelson, LLC | 0.08% | No change | 735 | $194K |
| Family Manage LLC | 0.03% | Reduce -46.3% | 732 | $193K |
| Godsey & Gibb, Inc. | 0.02% | No change | 726 | $192K |
| London Co. of Virginia | 0.00% | Add +2585.2% | 725 | $192K |
| Marshall Investment Management, LLC | 0.11% | — | 724 | $191K |
| Clean Yield Group | 0.06% | Reduce -11.1% | 718 | $190K |
| Rothschild Investment LLC | 0.01% | No change | 700 | $185K |
| Oarsman Capital, Inc. | 0.03% | Reduce -18.3% | 699 | $185K |
| Register Financial Advisors LLC | 0.09% | Add +0.6% | 678 | $179K |
| Watchman Group, Inc. | 0.05% | New | 667 | $176K |
| Morling Financial Advisors, LLC | 0.06% | Add +1.5% | 661 | $175K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -12.5% | 658 | $174K |
| Rise Advisors, LLC | 0.08% | Reduce -0.5% | 658 | $174K |
| 10Elms LLP | 0.21% | — | 640 | $169K |
| Princeton Global Asset Management LLC | 0.03% | Add +65.5% | 632 | $167K |
| Key Financial Inc | 0.04% | Reduce -7.4% | 628 | $166K |
| Synergy Investment Management, LLC | 0.07% | — | 625 | $165K |
| Compass Financial Services Inc | 0.09% | — | 624 | $165K |
| Compass Wealth Management LLC | 0.04% | No change | 615 | $162K |
| Red Lighthouse Investment Management, LLC | 0.06% | Reduce -1.8% | 613 | $162K |
| Quent Capital, LLC | 0.02% | Reduce -22.2% | 610 | $161K |
| Realta Investment Advisors | 0.06% | Add +32.1% | 592 | $158K |
| New Millennium Group LLC | 0.09% | Reduce -0.2% | 586 | $155K |
| Coppell Advisory Solutions LLC | 0.02% | Add +17.2% | 586 | $155K |
| IMG Wealth Management, Inc. | 0.14% | — | 566 | $149K |
| PrairieView Partners, LLC | 0.02% | No change | 565 | $149K |
| Breakwater Investment Management | 0.06% | No change | 563 | $149K |
| Human Investing LLC | 0.03% | New | 554 | $146K |
| Solstein Capital, LLC | 0.08% | No change | 537 | $142K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.4% | 537 | $142K |
| Hollencrest Capital Management | 0.01% | Add +1016.7% | 536 | $142K |
| Birch Capital Management, LLC | 0.07% | Reduce -7.2% | 528 | $139K |
| Bfsg, LLC | 0.02% | Reduce -0.9% | 524 | $138K |
| Reyes Financial Architecture, Inc. | 0.11% | — | 514 | $136K |
| Mycio Wealth Partners, LLC | 0.03% | No change | 507 | $134K |
| Brooklyn Investment Group | 0.04% | New | 500 | $132K |
| Mb, Levis & Associates, LLC | 0.07% | Add +0.4% | 498 | $132K |
| Richardson Financial Services Inc. | 0.09% | Reduce -0.4% | 492 | $130K |
| Intelligent Financial Strategies | 0.07% | Add +0.4% | 492 | $130K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 485 | $130K |
| Legacy Bridge, LLC | 0.07% | No change | 487 | $129K |
| SBI Securities Co., Ltd. | 0.00% | — | 485 | $128K |
| DecisionPoint Financial, LLC | 0.04% | Add +18.2% | 480 | $127K |
| Family CFO Inc | 0.07% | Add +65.7% | 469 | $124K |
| Tucker Asset Management LLC | 0.03% | Reduce -9.7% | 464 | $123K |
| Cherry Tree Wealth Management, LLC | 0.03% | Add +4.1% | 458 | $121K |
| NWK Group, Inc. | 0.05% | No change | 448 | $118K |
| Zions Bancorporation, N.A. | 0.01% | No change | 446 | $118K |
| Tompkins Financial Corp. | 0.01% | Reduce -18.4% | 443 | $117K |
| Front Row Advisors LLC | 0.04% | No change | 435 | $115K |
| Bell Investment Advisors, Inc | 0.02% | No change | 430 | $113K |
| Talon Private Wealth, LLC | 0.02% | No change | 426 | $113K |
| Global Financial Private Client, LLC | 0.04% | No change | 423 | $112K |
| Broadwater Capital Management LLC | 0.08% | No change | 415 | $110K |
| Denver PWM, LLC | 0.04% | No change | 415 | $110K |
| Avalon Trust Co | 0.01% | No change | 400 | $106K |
| Abound Wealth Management | 0.03% | Add +22.6% | 396 | $105K |
| Frazier Financial Advisors, LLC | 0.08% | Reduce -6.6% | 395 | $104K |
| Quest 10 Wealth Builders, Inc. | 0.10% | — | 395 | $104K |
| Pacifica Partners Inc. | 0.04% | No change | 385 | $102K |
| Decker Retirement Planning Inc. | 0.06% | — | 382 | $101K |
| MCF Advisors LLC | 0.01% | Add +33.6% | 382 | $101K |
| Provident Wealth Management, LLC | 0.03% | Reduce -0.5% | 374 | $99K |
| Financial Perspectives, Inc | 0.03% | Add +5.8% | 364 | $96K |
| Laurel Wealth Advisors LLC | 0.01% | Reduce -2.2% | 356 | $94K |
| Urban Financial Advisory Corp | 0.05% | No change | 356 | $94K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | Add +97.1% | 345 | $91K |
| CVA Family Office, LLC | 0.01% | Add +148.5% | 338 | $89K |
| Nemes Rush Group LLC | 0.01% | Reduce -5.9% | 336 | $89K |
| Maryland Capital Advisors Inc. | 0.04% | No change | 316 | $83K |
| Centennial Bank | 0.04% | No change | 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 +0.3% | 300 | $79K |
| Householder Group Estate & Retirement Specialist, LLC | 0.06% | Reduce -55.9% | 299 | $78K |
| Promus Capital, LLC | 0.06% | — | 284 | $75K |
| Keener Financial Planning LLC | 0.04% | No change | 283 | $74K |
| SWAN Capital LLC | 0.04% | Add +0.4% | 276 | $73K |
| BankPlus Trust Department | 0.02% | — | 275 | $73K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -5.3% | 267 | $71K |
| Kozak & Associates, Inc. | 0.02% | No change | 264 | $71K |
| Sterling Capital Management LLC | 0.00% | Reduce -5.8% | 262 | $69K |
| Atticus Wealth Management, LLC | 0.02% | Add +0.4% | 257 | $68K |
| Morris Financial Concepts, Inc. | 0.03% | Reduce -10.0% | 253 | $67K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +112.1% | 246 | $65K |
| 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 |
| Pillar Financial Advisors, LLC | 0.05% | — | 237 | $63K |
| Sawyer & Company, Inc | 0.02% | Add +5.4% | 235 | $62K |
| Fairscale Capital, LLC | 0.05% | No change | 232 | $61K |
| Perritt Capital Management Inc | 0.03% | No change | 229 | $61K |
| Bernard Wealth Management Corp. | 0.03% | — | 225 | $59K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 225 | $59K |
| Winch Advisory Services, LLC | 0.02% | Add +0.5% | 222 | $59K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | No change | 222 | $59K |
| Bradley & Co. Private Wealth Management, LLC | 0.04% | — | 220 | $58K |
| Hoey Investments, Inc. | 0.01% | Add +0.9% | 215 | $57K |
| 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% | No change | 204 | $54K |
| Ogorek Anthony Joseph /NY/ | 0.02% | New | 208 | $54K |
| Legacies Wealth LLC | 0.04% | No change | 200 | $53K |
| Union Savings Bank | 0.03% | No change | 196 | $52K |
| Nvwm, LLC | 0.01% | New | 193 | $51K |
| Insight Inv LLC | 0.04% | No change | 191 | $50K |
| Archer Investment Corp | 0.01% | Reduce -35.9% | 191 | $50K |
| Hanson & Doremus Investment Management | 0.01% | No change | 188 | $50K |
| LRI Investments, LLC | 0.00% | No change | 185 | $49K |
| PFS Partners, LLC | 0.03% | Add +0.5% | 185 | $49K |
| Pathway Financial Advisers, LLC | 0.02% | Add +0.6% | 179 | $47K |
| Running Point Capital Advisors, LLC | 0.02% | No change | 178 | $47K |
| Strategic Investment Solutions, Inc. | 0.02% | Reduce -67.8% | 174 | $46K |
| NewSquare Capital LLC | 0.00% | New | 170 | $45K |
| Millstone Evans Group, LLC | 0.03% | — | 167 | $44K |
| Angeles Wealth Management, LLC | 0.00% | No change | 163 | $43K |
| Main Street Group, LTD | 0.02% | Add +0.6% | 161 | $42K |
| Peoples Bank | 0.03% | No change | 150 | $40K |
| Citizens National Bank Trust Department | 0.01% | No change | 148 | $39K |
| Coston, McIsaac & Partners | 0.01% | Add +19.8% | 145 | $38K |
| Wingate Wealth Advisors, Inc. | 0.04% | — | 143 | $38K |
| Orion Capital Management LLC | 0.02% | New | 143 | $38K |
| Raleigh Capital Management Inc. | 0.01% | Add +907.1% | 141 | $37K |
| Blume Capital Management, Inc. | 0.01% | Reduce -49.3% | 139 | $37K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -79.1% | 129 | $35K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 133 | $35K |
| Hemington Wealth Management | 0.01% | No change | 135 | $35K |
| Aberdeen Wealth Management LLC | 0.02% | Reduce -27.0% | 130 | $34K |
| Alexis Investment Partners, LLC | 0.02% | — | 130 | $34K |
| ESL Trust Services, LLC | 0.01% | No change | 130 | $34K |
| AlphaMark Advisors, LLC | 0.01% | New | 130 | $34K |
| ORG Partners LLC | 0.00% | Add +9.6% | 126 | $34K |
| Mainstream Capital Management LLC | 0.02% | New | 124 | $33K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 120 | $32K |
| CNB Bank | 0.01% | No change | 118 | $31K |
| Gen-Wealth Partners Inc | 0.01% | Reduce -57.5% | 118 | $31K |
| Evolution Advisers, Inc. | 0.02% | Reduce -23.9% | 118 | $31K |
| Resources Management Corp. /CT/ | 0.00% | No change | 116 | $31K |
| AllSquare Wealth Management LLC | 0.02% | No change | 110 | $29K |
| Pineridge Advisors LLC | 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 |
| Tidemark, LLC | 0.01% | Add +15.9% | 102 | $27K |
| Wagner Wealth Management, LLC | 0.01% | New | 97 | $26K |
| Versant Capital Management, Inc | 0.01% | No change | 94 | $25K |
| PSI Advisors, LLC | 0.01% | No change | 93 | $24K |
| New Republic Capital, LLC | 0.02% | Reduce -67.2% | 89 | $24K |
| TCTC Holdings, LLC | 0.00% | No change | 88 | $23K |
| Dakota Community Bank & Trust NA | 0.11% | New | 88 | $23K |
| FLP Wealth Management, LLC | 0.06% | — | 87 | $23K |
| Global Wealth Strategies & Associates | 0.01% | Reduce -15.2% | 84 | $22K |
| Private Capital Management LLC | 0.00% | No change | 83 | $22K |
| Castleview Partners, LLC | 0.01% | Reduce -2.4% | 81 | $21K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 80 | $21K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 80 | $21K |
| Aventura Private Wealth, LLC | 0.01% | — | 79 | $21K |
| Colony Family Offices, LLC | 0.01% | No change | 79 | $21K |
| Providence First Trust Co | 0.01% | New | 75 | $20K |
| Kiker Wealth Management, LLC | 0.02% | — | 74 | $20K |
| Fairfield Financial Advisors, LTD | 0.01% | Reduce -32.1% | 74 | $20K |
| Hurley Capital, LLC | 0.02% | — | 72 | $19K |
| WR Wealth Planners, LLC | 0.01% | Add +18.0% | 72 | $19K |
| Synergy Asset Management, LLC | 0.00% | New | 69 | $18K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 66 | $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% | No change | 63 | $17K |
| Stuart Chaussee & Associates, Inc. | 0.00% | No change | 63 | $17K |
| Kentucky Trust Co | 0.01% | — | 60 | $16K |
| Creekmur Asset Management LLC | 0.00% | No change | 59 | $16K |
| Van Eck Associates Corp. | 0.00% | Add +87.1% | 58 | $15K |
| Park Square Financial Group, LLC | 0.01% | — | 54 | $14K |
| WFA Asset Management Corp | 0.01% | No change | 53 | $14K |
| Davis Capital Management | 0.01% | No change | 53 | $14K |
| Crowley Wealth Management, Inc. | 0.01% | — | 50 | $13K |
| Spectrum Wealth Counsel, LLC | 0.00% | New | 49 | $13K |
| Financial Gravity Companies, Inc. | 0.00% | No change | 49 | $13K |
| Northwest Capital Management Inc | 0.01% | No change | 45 | $12K |
| Thompson Investment Management, Inc. | 0.00% | No change | 45 | $12K |
| Fourth Dimension Wealth, LLC | 0.01% | — | 44 | $12K |
| Peterson Wealth Services | 0.00% | New | 44 | $12K |
| PFG Private Wealth Management, LLC | 0.01% | Reduce -23.6% | 42 | $11K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 42 | $11K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 40 | $11K |
| Private Wealth Management Group, LLC | 0.00% | No change | 40 | $11K |
| Retirement Wealth Solutions LLC | 0.01% | — | 38 | $10K |
| TruNorth Capital Management, LLC | 0.00% | No change | 35 | $9K |
| FSA Wealth Management LLC | 0.00% | No change | 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 |
| Wolff Wiese Magana LLC | 0.00% | No change | 23 | $6K |
| Game Plan Financial Advisors, LLC | 0.00% | Add +4.5% | 23 | $6K |
| Bank & Trust Co | 0.00% | No change | 20 | $5K |
| Edmond DE Rothschild Holding S.A. | 0.00% | New | 20 | $5K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 19 | $5K |
| MV Capital Management, Inc. | 0.00% | No change | 18 | $5K |
| WPG Advisers, LLC | 0.00% | — | 18 | $5K |
| Anfield Capital Management, LLC | 0.00% | Add +70.0% | 17 | $4K |
| Absher Wealth Management, LLC | 0.00% | No change | 17 | $4K |
| Lowe Wealth Advisors, LLC | 0.00% | Add +50.0% | 15 | $4K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 14 | $4K |
| Capital & Planning, LLC | 0.00% | — | 12 | $3K |
| MGB Wealth Management, LLC | 0.00% | No change | 12 | $3K |
| Arvest Investments, Inc. | 0.00% | No change | 12 | $3K |
| Arcadia Investment Advisors LLC | 0.00% | No change | 11 | $3K |
| Prudent Man Investment Management, Inc. | 0.00% | — | 10 | $3K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 10 | $3K |
| Investors Research Corp | 0.00% | Reduce -66.7% | 10 | $3K |
| Viewpoint Capital Management LLC | 0.00% | No change | 9 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -93.4% | 8 | $2K |
| Clark Wealth Partners | 0.00% | — | 7 | $2K |
| GoalVest Advisory LLC | 0.00% | New | 7 | $2K |
| Colonial Trust Advisors | 0.00% | Reduce -97.9% | 7 | $2K |
| Lanark Financial, Inc. | 0.16% | — | 6 | $2K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 6 | $2K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -87.8% | 6 | $2K |
| Legacy Investment Solutions, LLC | 0.00% | No change | 5 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 5 | $1K |
| Nordwand Advisors, LLC | 0.00% | No change | 5 | $1K |
| Mountain Hill Investment Partners Corp. | 0.00% | — | 4 | $1K |
| North Ridge Wealth Advisors, Inc. | 0.00% | New | 4 | $1K |
| Robbins Farley | 0.00% | No change | 4 | $1K |
| Mattson Financial Services, LLC | 0.00% | New | 3 | $791 |
| Semmax Financial Advisors Inc. | 0.00% | No change | 2 | $565 |
| Eukles Asset Management | 0.00% | Add +100.0% | 2 | $528 |
| Capital Investment Counsel, Inc | 0.00% | New | 2 | $528 |
| Bellwether Advisors, LLC | 0.00% | New | 2 | $528 |
"% 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.