Vngrd Mrngstr MD-Cap ETF-UsdVOETF
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 2,127 institutions reported holding Vngrd Mrngstr MD-Cap ETF-Usd (VO) in their 13F filings, down 12 from Q4 2024. 111 opened new positions and 99 sold out. The largest holders were Wells Fargo & Company ($6.2B), Jones Financial Companies LLLP ($4.7B) and Bank of America Corp. ($4.3B). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 (Q1 2025)
- CUSIP
- 922908629
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 111 | $173.8M |
| Exits | 99 | $211.0M |
All 13F filers, Q4 2024 → Q1 2025: 10,871,319 shares bought and 3,191,602 shares sold, net +7,679,717 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,127 holders
| Wells Fargo & Company | 1.50% | Add +7.0% | 23,962,495 | $6.2B |
| Jones Financial Companies LLLP | 4.23% | Add +5.2% | 18,352,893 | $4.7B |
| Bank of America Corp. | 0.38% | Add +0.4% | 16,625,845 | $4.3B |
| Creative Planning | 2.00% | Add +1.6% | 8,212,002 | $2.1B |
| Morgan Stanley | 0.15% | Add +4.7% | 8,031,507 | $2.1B |
| Northwestern Mutual Wealth Management Co. | 1.32% | Add +7.9% | 6,251,149 | $1.6B |
| Raymond James Financial Inc. | 0.60% | Add +2.0% | 6,186,061 | $1.6B |
| UBS Group AG | 0.32% | Add +1.1% | 5,624,033 | $1.5B |
| Ameriprise Financial Inc. | 0.24% | Reduce -0.1% | 3,388,560 | $876.3M |
| Envestnet Asset Management Inc. | 0.27% | Add +14.5% | 3,183,217 | $823.2M |
| LPL Financial LLC | 0.30% | Reduce -2.1% | 2,970,441 | $768.2M |
| Natixis Advisors, LLC | 1.16% | Add +11.3% | 2,427,941 | $627.9M |
| PNC Financial Services Group, Inc. | 0.32% | Reduce -1.0% | 2,352,154 | $608.3M |
| JPMorgan Chase & Co. | 0.05% | Reduce -0.3% | 2,299,184 | $594.6M |
| Tiaa Trust, National Association | 1.35% | Reduce -3.1% | 1,676,486 | $433.6M |
| Mariner, LLC | 0.67% | Add +10.7% | 1,548,750 | $400.5M |
| Royal Bank of Canada | 0.09% | Reduce -0.1% | 1,540,456 | $398.4M |
| CIBC Private Wealth Group LLC | 0.77% | Add +25.2% | 1,597,952 | $365.2M |
| Allworth Financial LP | 2.00% | Add +2.1% | 1,397,885 | $355.1M |
| JMG Financial Group, Ltd. | 11.73% | Add +3.2% | 1,345,236 | $347.9M |
| Commonwealth Equity Services, LLC | 0.45% | Reduce -3.2% | 1,229,064 | $317.9M |
| Border to Coast Pensions Partnership Ltd | 6.41% | No change | 1,210,150 | $313.0M |
| Wealthspire Advisors, LLC | 1.73% | Add +100.8% | 1,119,086 | $289.4M |
| Bank of New York Mellon Corp | 0.05% | Add +57.8% | 1,050,401 | $271.7M |
| HighTower Advisors, LLC | 0.31% | Add +27.6% | 878,631 | $227.2M |
| Kestra Investment Management, LLC | 4.36% | Add +482.6% | 874,598 | $226.2M |
| Financial Counselors Inc. | 3.42% | Reduce -0.6% | 872,371 | $225.6M |
| Nicholas Hoffman & Company, LLC. | 8.46% | Add +15.3% | 860,276 | $222.5M |
| Cetera Investment Advisers | 0.40% | Add +4.4% | 796,005 | $205.9M |
| Cerity Partners LLC | 0.42% | Add +9.8% | 792,549 | $205.0M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -0.3% | 719,998 | $186.2M |
| Mercer Global Advisors Inc. | 0.43% | Add +9.8% | 723,746 | $186.1M |
| Clearstead Advisors, LLC | 2.76% | Reduce -0.6% | 686,349 | $177.5M |
| Osaic Holdings, Inc. | 0.39% | Add +13.2% | 683,040 | $176.8M |
| Bank of Montreal | 0.09% | Add +8.9% | 654,453 | $169.3M |
| Moneta Group Investment Advisors LLC | 2.33% | Add +16.1% | 653,396 | $169.0M |
| Stifel Financial Corp. | 0.17% | Add +7.5% | 617,119 | $159.6M |
| Beacon Pointe Advisors, LLC | 1.76% | Reduce -4.0% | 603,446 | $156.1M |
| Pathstone Holdings, LLC | 0.67% | Add +4.9% | 600,978 | $155.4M |
| Truist Financial Corp. | 0.23% | Add +4.7% | 562,717 | $145.5M |
| First Command Advisory Services, Inc. | 1.35% | Add +5.5% | 545,449 | $141.1M |
| Baird Financial Group, Inc. | 0.27% | Add +4.0% | 533,749 | $138.0M |
| MassMutual Private Wealth & Trust, FSB | 3.87% | Add +0.1% | 516,860 | $133.7M |
| Rockefeller Capital Management L.P. | 0.32% | Add +4.9% | 505,380 | $130.7M |
| 1832 Asset Management L.P. | 0.21% | Add +3.1% | 434,790 | $112.4M |
| Fifth Third Bancorp | 0.43% | Reduce -3.5% | 433,459 | $112.1M |
| Choate Investment Advisors | 2.66% | Reduce -3.2% | 414,627 | $107.2M |
| Cullen/Frost Bankers, Inc. | 1.49% | Add +1.8% | 410,358 | $106.1M |
| Millburn Ridgefield LLC | 2.53% | Reduce -0.2% | 404,194 | $104.5M |
| Catalyst Capital Advisors LLC | 2.14% | Reduce -0.2% | 404,194 | $104.5M |
| Joel Isaacson & Co., LLC | 4.67% | Add +4.4% | 398,363 | $103.0M |
| Corient Private Wealth LP | 0.17% | Add +9.5% | 392,382 | $101.5M |
| Invictus Private Wealth, LLC | 7.87% | Add +3.1% | 384,048 | $99.3M |
| FMR LLC | 0.01% | Add +5.9% | 372,168 | $96.3M |
| Cresset Asset Management, LLC | 0.48% | Reduce -0.3% | 369,569 | $95.6M |
| Financial Synergies Wealth Advisors, Inc. | 11.42% | Add +3.8% | 363,016 | $93.9M |
| Chicago Partners Investment Group LLC | 3.08% | Add +5.3% | 355,235 | $92.5M |
| Janney Montgomery Scott LLC | 0.26% | Reduce -2.7% | 356,101 | $92.1M |
| Captrust Financial Advisors | 0.23% | Reduce -1.0% | 389,968 | $90.9M |
| Assetmark, Inc. | 0.24% | Add +0.6% | 343,649 | $88.9M |
| CBIZ Investment Advisory Services, LLC | 4.31% | Add +2.2% | 339,937 | $87.9M |
| Bleakley Financial Group, LLC | 2.82% | Add +4.8% | 339,412 | $87.8M |
| Trustmark Bank Trust Department | 6.34% | Add +0.7% | 331,125 | $85.6M |
| MML Investors Services, LLC | 0.28% | Reduce -3.8% | 324,393 | $83.9M |
| Pine Ridge Advisers LLC | 6.92% | Add +75.9% | 312,532 | $80.8M |
| Equitable Holdings, Inc. | 0.75% | Add +8.7% | 306,408 | $79.2M |
| Larson Financial Group LLC | 3.76% | Reduce -6.1% | 305,786 | $79.1M |
| National Philanthropic Trust | 1.23% | Reduce -1.6% | 293,556 | $75.9M |
| Cambridge Investment Research Advisors, Inc. | 0.25% | Add +1.8% | 287,222 | $74.3M |
| BNP Paribas Financial Markets | 0.06% | Reduce -61.9% | 282,743 | $73.1M |
| NewEdge Advisors, LLC | 0.42% | Add +3.9% | 275,742 | $71.3M |
| Manufacturers Life Insurance Company, The | 0.07% | Reduce -5.5% | 273,554 | $70.7M |
| Kestra Advisory Services, LLC | 0.34% | Add +1.8% | 273,038 | $70.6M |
| Nadler Financial Group, Inc. | 7.76% | Add +1.8% | 271,049 | $70.1M |
| CENTRAL TRUST Co | 1.71% | Add +0.4% | 269,139 | $69.6M |
| Pittenger & Anderson Inc. | 2.51% | Add +2.3% | 264,902 | $68.5M |
| Oppenheimer Asset Management Inc. | 0.83% | Reduce -1.9% | 258,382 | $66.8M |
| Smithfield Trust Co | 3.28% | Reduce -2.0% | 253,224 | $65.5M |
| Axxcess Wealth Management, LLC | 1.77% | Reduce -1.4% | 250,004 | $64.7M |
| Capital Asset Advisory Services LLC | 3.08% | Reduce -2.2% | 231,116 | $60.5M |
| Schneider Downs Wealth Management Advisors, LP | 10.82% | Add +6.3% | 230,998 | $59.7M |
| Private Advisor Group, LLC | 0.36% | Add +9.9% | 229,332 | $59.3M |
| CX Institutional | 2.19% | Add +13.9% | 224,464 | $58.1M |
| Venture Visionary Partners LLC | 2.41% | Add +12.2% | 222,001 | $57.4M |
| Peapack Gladstone Financial Corp. | 0.85% | Add +0.4% | 221,223 | $57.2M |
| PDS Planning, Inc | 4.53% | Add +2.5% | 207,575 | $53.7M |
| SilverOak Wealth Management LLC | 11.50% | Add +1.5% | 205,593 | $53.2M |
| Connecticut Wealth Management, LLC | 2.76% | New | 203,799 | $52.7M |
| Northwest Quadrant Wealth Management, LLC | 12.32% | Reduce -10.6% | 202,908 | $52.5M |
| Citizens Financial Group Inc. | 1.01% | Add +2.5% | 198,254 | $51.3M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +27.8% | 194,666 | $50.3M |
| Comerica Bank | 0.21% | Reduce -2.4% | 193,322 | $50.0M |
| &partners | 0.52% | Add +11.0% | 190,855 | $48.9M |
| Leavell Investment Management, Inc. | 2.33% | Add +3.6% | 182,101 | $47.1M |
| New York Life Investment Management LLC | 0.48% | Reduce -4.2% | 181,456 | $46.9M |
| Fulcrum Capital LLC | 10.34% | Add +0.1% | 180,400 | $46.7M |
| Sanctuary Advisors, LLC | 0.32% | Add +3.7% | 174,974 | $45.3M |
| Bessemer Group Inc. | 0.08% | Reduce -1.0% | 168,679 | $43.6M |
| New Hampshire Trust | 9.94% | Add +2.1% | 167,979 | $43.4M |
| Riverpoint Wealth Management Holdings, LLC | 10.80% | Add +2.7% | 161,637 | $41.8M |
| Associated Banc-Corp | 1.26% | Add +13.2% | 160,187 | $41.4M |
| TCV Trust & Wealth Management, Inc. | 3.81% | Reduce -0.8% | 158,827 | $41.1M |
| Steward Partners Investment Advisory, LLC | 0.36% | Add +5.0% | 158,049 | $40.9M |
| BOK Financial Private Wealth, Inc. | 3.01% | Add +0.2% | 154,896 | $40.1M |
| Merit Financial Group, LLC | 0.60% | Add +166.7% | 153,946 | $39.8M |
| US Bancorp \de | 0.05% | Add +11.8% | 152,745 | $39.5M |
| Coldstream Capital Management Inc. | 0.83% | Reduce -26.2% | 149,906 | $38.8M |
| Cutler Investment Counsel LLC | 4.66% | Add +9.5% | 149,832 | $38.7M |
| Arkansas Financial Group, Inc. | 6.67% | Reduce -1.8% | 160,931 | $38.6M |
| Stephens Inc. | 0.56% | Reduce -14.0% | 148,916 | $38.5M |
| GenTrust, LLC | 1.83% | Reduce -0.7% | 147,269 | $38.1M |
| Bear Mountain Capital, Inc. | 14.66% | Add +4.2% | 148,011 | $37.9M |
| Performa Ltd (US), LLC | 12.52% | Add +9.4% | 145,569 | $37.6M |
| Arax Advisory Partners | 2.39% | Reduce -12.9% | 144,169 | $37.3M |
| NewEdge Wealth, LLC | 0.67% | Reduce -11.4% | 143,994 | $37.2M |
| Regions Financial Corp. | 0.28% | Add +2.6% | 143,566 | $37.1M |
| Focus Partners Wealth | 0.09% | Add +15.9% | 140,695 | $36.4M |
| Stephens Consulting, LLC | 9.08% | Add +2.3% | 139,604 | $36.1M |
| Betterment LLC | 0.08% | Add +122.0% | 137,719 | $35.6M |
| IFC Advisors LLC | 7.37% | Reduce -1.7% | 136,481 | $35.3M |
| Heartwood Wealth Advisors LLC | 4.01% | Reduce -3.8% | 135,711 | $35.1M |
| Wealthquest Corp | 2.88% | Add +5.5% | 133,627 | $34.6M |
| SigFig Wealth Management, LLC | 1.23% | Add +29.4% | 132,459 | $34.1M |
| Ballast, Inc. | 9.63% | Add +1.3% | 131,625 | $34.0M |
| Perkins Coie Trust Co | 7.53% | Add +2.0% | 128,403 | $33.2M |
| AMG National Trust Bank | 0.92% | Add +21.1% | 126,697 | $32.8M |
| BLB&B Advisors, LLC | 1.66% | Add +6.5% | 126,490 | $32.7M |
| Marquette Asset Management, LLC | 5.75% | Reduce -0.7% | 126,093 | $32.6M |
| Fidato Wealth LLC | 24.77% | Add +1.7% | 125,172 | $32.4M |
| Agf Management Ltd. | 0.17% | Add +1.4% | 122,833 | $31.8M |
| Northern Trust Corp. | 0.00% | Add +10.0% | 122,409 | $31.7M |
| Ellevest, Inc. | 2.10% | Reduce -13.2% | 122,069 | $31.6M |
| Ashton Thomas Private Wealth, LLC | 1.20% | Add +11.5% | 121,429 | $31.4M |
| Glenmede Trust Co. NA | 0.17% | Reduce -0.9% | 119,789 | $31.0M |
| Avantax Advisory Services, Inc. | 0.19% | Add +6.1% | 118,582 | $30.7M |
| Lido Advisors, LLC | 0.18% | Add +10.3% | 117,648 | $30.4M |
| SP Asset Management LLC | 2.67% | Add +4.4% | 116,947 | $30.2M |
| HB Wealth Management, LLC | 0.25% | Add +24.1% | 116,646 | $30.2M |
| Conrad Siegel Investment Advisors, Inc. | 7.74% | Reduce -0.2% | 116,629 | $30.2M |
| Pandi, LLC | 4.60% | No change | 115,868 | $30.0M |
| Blair William & Co. | 0.09% | Add +7.6% | 115,276 | $29.8M |
| Blankinship & Foster, LLC | 7.43% | Reduce -2.4% | 113,863 | $29.4M |
| Bouchey Financial Group, Ltd. | 2.62% | Add +0.4% | 112,164 | $29.0M |
| Wesbanco Bank Inc. | 1.00% | Add +8.3% | 111,335 | $28.8M |
| TL Private Wealth | 14.24% | Add +4.5% | 125,717 | $28.7M |
| First Manhattan Co. Llc. | 0.08% | Add +0.7% | 110,126 | $28.5M |
| Enclave Advisors LLC | 4.81% | Add +2.1% | 108,903 | $28.2M |
| Arrow Financial Corp | 3.14% | Reduce -2.0% | 108,765 | $28.1M |
| Integrated Wealth Concepts LLC | 0.33% | Add +3.9% | 108,210 | $28.0M |
| MAI Capital Management | 0.21% | Reduce -1.1% | 105,327 | $27.2M |
| Axiom Financial Strategies, LLC | 16.07% | Add +12.6% | 104,823 | $27.1M |
| Phillips Financial Management, LLC | 2.07% | Reduce -0.7% | 103,601 | $26.8M |
| Cranbrook Wealth Management, LLC | 6.12% | Add +0.7% | 101,901 | $26.4M |
| National Bank of Canada | 0.03% | Add +974.0% | 100,270 | $25.9M |
| ProVise Management Group, LLC | 2.17% | Add +4.3% | 98,951 | $25.6M |
| Whittier Trust Co. | 0.35% | Reduce -0.0% | 97,090 | $25.1M |
| Searcy Financial Services Inc. | 10.79% | Add +2.0% | 96,480 | $25.0M |
| Pathway Financial Advisors LLC | 4.46% | Add +13.3% | 95,723 | $24.8M |
| Great Valley Advisor Group, Inc. | 0.53% | Add +38.3% | 95,672 | $24.7M |
| Principal Financial Group Inc. | 0.01% | Add +77.3% | 95,239 | $24.6M |
| St Germain D J Co. Inc. | 1.14% | Reduce -1.0% | 93,403 | $24.2M |
| Brown Advisory Inc. | 0.03% | Add +0.2% | 93,286 | $24.1M |
| BCK Partners, Inc. | 14.97% | Add +0.9% | 92,785 | $24.0M |
| Pacific Center for Financial Services | 6.32% | Add +444.7% | 92,107 | $23.8M |
| Round Rock Advisors LLC | 4.42% | Add +9.1% | 92,062 | $23.8M |
| American Financial Advisors, LLC | 3.41% | Reduce -2.1% | 90,791 | $23.5M |
| Facet Wealth, Inc. | 0.61% | Add +3756.0% | 89,960 | $23.4M |
| SOL Capital Management CO | 2.58% | Add +2.4% | 90,328 | $23.4M |
| Woodmont Investment Counsel LLC | 1.68% | Add +1.6% | 90,115 | $23.3M |
| Country Trust Bank | 0.59% | Reduce -5.3% | 89,941 | $23.3M |
| Pure Financial Advisors, LLC | 0.49% | Reduce -4.5% | 89,897 | $23.2M |
| OneDigital Investment Advisors LLC | 0.27% | Reduce -6.1% | 88,926 | $23.0M |
| Glenview Trust Co | 0.44% | Add +0.9% | 88,229 | $22.8M |
| Full Sail Capital, LLC | 1.48% | Add +1.7% | 88,155 | $22.8M |
| Whittier Trust Co. of Nevada Inc. | 0.57% | Reduce -0.2% | 87,814 | $22.7M |
| DT Investment Partners, LLC | 2.18% | Reduce -16.8% | 87,423 | $22.6M |
| Cwm, LLC | 0.09% | Add +224.2% | 87,129 | $22.5M |
| Nicolet Advisory Services, LLC | 2.23% | Reduce -0.8% | 93,855 | $22.5M |
| Condor Capital Management | 2.07% | Reduce -7.3% | 86,008 | $22.2M |
| Wolff Financial Management LLC | 6.05% | Add +0.2% | 84,463 | $21.8M |
| Wooster Corthell Wealth Management, Inc. | 4.39% | Add +0.7% | 83,044 | $21.5M |
| McIlrath & Eck, LLC | 2.63% | Add +4.5% | 82,876 | $21.4M |
| Mesirow Financial Investment Management, Inc. | 0.41% | Add +0.5% | 81,677 | $21.1M |
| Simmons Bank | 1.59% | Reduce -0.8% | 81,401 | $21.1M |
| Transamerica Financial Advisors, LLC | 2.14% | Add +5.8% | 81,138 | $21.0M |
| Oak Hill Wealth Advisors, LLC | 4.84% | Reduce -0.5% | 80,666 | $20.9M |
| Founders Financial Securities LLC | 1.75% | Add +1.2% | 81,219 | $20.7M |
| Summit Financial, LLC | 0.58% | Add +27.2% | 79,552 | $20.6M |
| Sagespring Wealth Partners, LLC | 0.51% | Reduce -30.3% | 78,467 | $20.3M |
| Shufro Rose & Co. LLC | 1.61% | Add +16.9% | 78,422 | $20.3M |
| Marietta Wealth Management, LLC | 2.97% | Add +2.7% | 78,106 | $20.2M |
| Horizon Investments, LLC | 0.60% | Reduce -1.1% | 77,753 | $20.1M |
| Retirement Financial Solutions, LLC | 7.79% | Add +5.0% | 77,385 | $20.0M |
| Prudent Investors Network, Inc. | 5.67% | Reduce -3.1% | 77,000 | $19.9M |
| Cadence Bank | 1.41% | Add +4.9% | 76,238 | $19.7M |
| Modera Wealth Management, LLC | 0.26% | Add +0.3% | 75,542 | $19.5M |
| Mitchell McLeod Pugh & Williams Inc. | 4.02% | Add +9.2% | 75,120 | $19.4M |
| GeoWealth Management, LLC | 0.78% | Reduce -19.1% | 74,701 | $19.3M |
| Bokf, NA | 0.34% | Reduce -5.3% | 74,666 | $19.3M |
| Pinnacle Financial Partners Inc | 0.39% | Add +9.9% | 74,573 | $19.3M |
| Trust Co of the South | 3.96% | Add +1.9% | 73,220 | $18.9M |
| Hillman Co. | 7.12% | Add +50.6% | 72,777 | $18.8M |
| Mason & Associates, LLC | 5.40% | Reduce -1.3% | 72,458 | $18.7M |
| Tectonic Advisors LLC | 1.16% | Add +2.2% | 72,043 | $18.6M |
| FIDELIS iM, LLC | 8.47% | Reduce -1.6% | 70,700 | $18.3M |
| Stratos Wealth Advisors, LLC | 1.00% | Reduce -1.5% | 70,488 | $18.2M |
| Montag A & Associates Inc. | 0.91% | Reduce -14.4% | 70,432 | $18.2M |
| Oppenheimer & Co. Inc. | 0.27% | Add +11.8% | 70,184 | $18.2M |
| Zhang Financial LLC | 0.96% | Add +4.9% | 70,141 | $18.1M |
| Wealthspire Retirement, LLC | 1.42% | Reduce -1.7% | 69,088 | $17.9M |
| Burling Wealth Partners, LLC | 3.75% | Reduce -2.3% | 68,948 | $17.8M |
| Grant Street Asset Management, Inc. | 4.36% | Add +220.8% | 68,862 | $17.8M |
| Northeast Investment Management | 0.83% | Add +2.5% | 68,767 | $17.8M |
| Salem Investment Counselors Inc. | 0.62% | Add +0.1% | 68,654 | $17.8M |
| Baltimore-Washington Financial Advisors, Inc. | 0.95% | Add +0.6% | 68,551 | $17.7M |
| Buck Wealth Strategies, LLC | 3.22% | Add +31.2% | 68,548 | $17.7M |
| Praetorian Wealth Management, Inc. | 4.31% | Add +1.3% | 68,414 | $17.7M |
| Advantage Trust Co | 10.72% | Add +0.3% | 68,404 | $17.7M |
| Twele Capital Management, Inc. | 3.69% | Add +0.1% | 67,245 | $17.4M |
| First Horizon Advisors, Inc. | 0.49% | Add +1.4% | 66,621 | $17.2M |
| Grey Fox Wealth Advisors, LLC | 4.59% | Add +4.9% | 66,545 | $17.2M |
| OneAscent Financial Services LLC | 1.12% | Add +100.2% | 66,268 | $17.2M |
| Veracity Capital LLC | 6.68% | Add +2.2% | 65,719 | $17.0M |
| Berkshire Asset Management LLC | 0.81% | Reduce -6.2% | 64,647 | $17.0M |
| Exencial Wealth Advisors, LLC | 0.63% | Reduce -1.3% | 65,507 | $16.9M |
| Crane Advisory, LLC | 3.06% | Add +8.5% | 69,492 | $16.9M |
| Sage Rhino Capital LLC | 3.92% | Add +3.0% | 65,286 | $16.9M |
| Heritage Investors Management Corp. | 0.58% | Reduce -3.7% | 65,163 | $16.9M |
| Ballentine Partners, LLC | 0.29% | Add +0.1% | 65,088 | $16.8M |
| Tarbox Family Office, Inc. | 2.76% | Add +5.2% | 64,283 | $16.6M |
| Riverview Capital Advisers, LLC | 5.17% | Add +5.3% | 63,630 | $16.5M |
| AJ Advisors, LLC | 8.30% | Add +2.3% | 62,684 | $16.2M |
| Marshall Financial Group Inc. | 5.08% | Add +1.7% | 62,464 | $16.2M |
| Atria Wealth Solutions, Inc. | 0.19% | Reduce -27.3% | 61,831 | $16.0M |
| Benjamin Edwards Inc. | 0.22% | Add +3.6% | 61,698 | $16.0M |
| Von Berge Wealth Management Group, LLC | 10.28% | Reduce -0.1% | 62,704 | $15.9M |
| Choreo, LLC | 0.24% | Reduce -2.4% | 59,653 | $15.4M |
| Cornerstone Advisory, LLC | 1.80% | Add +32.1% | 59,417 | $15.4M |
| Intrust Bank NA | 1.52% | Add +1.2% | 59,374 | $15.4M |
| Single Point Partners, LLC | 3.60% | Add +3.0% | 59,259 | $15.3M |
| Optas, LLC | 2.66% | Add +96.1% | 59,128 | $15.3M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Reduce -11.9% | 58,628 | $15.2M |
| Patriot Investment Management Group, Inc. | 1.14% | Reduce -2.5% | 58,513 | $15.1M |
| Parallel Advisors, LLC | 0.34% | Add +4.2% | 58,433 | $15.1M |
| NORTHSTAR ASSET MANAGEMENT Co | 3.64% | Add +0.3% | 58,234 | $15.1M |
| Sierra Capital LLC | 1.81% | Add +3.6% | 58,190 | $15.0M |
| D.A. Davidson & Co. | 0.12% | Add +3.2% | 57,993 | $15.0M |
| Investments & Financial Planning, LLC | 9.64% | Add +1.6% | 57,416 | $14.8M |
| Caprock Group, LLC | 0.45% | Add +20.8% | 57,384 | $14.8M |
| Frisch Financial Group, Inc. | 4.10% | Reduce -0.5% | 56,444 | $14.6M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -54.4% | 52,123 | $14.5M |
| Fidelis Capital Partners, LLC | 1.54% | Reduce -17.6% | 56,950 | $14.4M |
| Iron Horse Wealth Management, LLC | 4.59% | Add +4.3% | 55,289 | $14.3M |
| TD Private Client Wealth LLC | 0.39% | Add +13.9% | 54,842 | $14.2M |
| TrueWealth Financial Partners | 8.56% | Reduce -8.3% | 54,796 | $14.2M |
| Apella Capital, LLC | 0.49% | Add +11.7% | 57,317 | $14.1M |
| Sylvest Advisors, LLC | 8.84% | Add +5.2% | 54,670 | $14.1M |
| Avidian Wealth Enterprises, LLC | 0.63% | Reduce -1.6% | 54,638 | $14.1M |
| DORVAL Corp | 5.66% | Add +0.4% | 51,998 | $14.1M |
| Waverly Advisors, LLC | 0.17% | Add +27.9% | 54,186 | $14.0M |
| Towerpoint Wealth, LLC | 6.89% | Add +16.7% | 53,781 | $13.9M |
| Schroder Investment Management Group | 0.01% | New | 52,877 | $13.7M |
| Roof Eidam Maycock Peralta, LLC | 3.62% | Reduce -2.6% | 52,683 | $13.6M |
| M Holdings Securities, Inc. | 2.26% | Add +6.4% | 52,613 | $13.6M |
| Cordgrass Capital Advisors, LLC | 3.89% | Add +3.3% | 52,565 | $13.6M |
| James Reed Financial Services, Inc. | 15.03% | Reduce -1.4% | 52,148 | $13.5M |
| Fee-Only Financial Planning, L.C. | 9.11% | Reduce -1.6% | 51,601 | $13.3M |
| EnRich Financial Partners LLC | 4.44% | Add +12.9% | 51,102 | $13.2M |
| EP Wealth Advisors, LLC | 0.11% | Add +74.8% | 51,092 | $13.2M |
| Next Level Wealth Planning, LLC | 9.98% | Add +6.9% | 50,953 | $13.2M |
| Jackson, Grant Investment Advisers, Inc. | 5.09% | Reduce -1.4% | 50,793 | $13.1M |
| Core Wealth Advisors, Inc. | 4.17% | Reduce -0.2% | 50,668 | $13.1M |
| US Financial Advisors, LLC | 3.87% | Reduce -2.0% | 50,649 | $13.1M |
| Nations Financial Group Inc, /Ia/ | 0.99% | Reduce -10.8% | 50,321 | $13.0M |
| Townsquare Capital LLC | 0.14% | Add +40.5% | 50,180 | $13.0M |
| Ruggaard & Associates LLC | 5.67% | Reduce -1.3% | 50,052 | $12.9M |
| Pinnacle Associates Ltd. | 0.19% | Add +7.7% | 49,747 | $12.9M |
| Caliber Wealth Management, LLC / KS | 1.75% | — | 49,563 | $12.8M |
| Asset Management Group, Inc. | 2.33% | Add +7.0% | 48,813 | $12.6M |
| Vanguard Group Inc. | 0.00% | Add +2.3% | 48,727 | $12.6M |
| Cook Wealth, LLC | 6.08% | Reduce -0.6% | 48,801 | $12.5M |
| Staley Capital Advisers Inc. | 0.57% | Reduce -21.3% | 48,358 | $12.5M |
| Centerline Wealth Advisors, LLC | 7.44% | Reduce -1.6% | 48,226 | $12.5M |
| Bridges Investment Management Inc. | 0.18% | Add +3.5% | 48,138 | $12.4M |
| Concurrent Investment Advisors, LLC | 0.30% | Add +12.3% | 47,922 | $12.4M |
| Wedmont Private Capital | 0.63% | Reduce -9.8% | 50,702 | $12.4M |
| jvl associates llc | 4.97% | Add +0.3% | 47,644 | $12.3M |
| Connable Office Inc. | 1.31% | Add +8.0% | 47,621 | $12.3M |
| Whelan Financial | 4.77% | Reduce -1.1% | 47,439 | $12.3M |
| First National Corp. /Ma/ | 2.71% | Add +1.5% | 47,399 | $12.3M |
| Capital Planning LLC | 3.42% | Reduce -3.1% | 47,295 | $12.2M |
| Brand Asset Management Group, Inc. | 5.08% | Reduce -1.7% | 47,063 | $12.2M |
| World Investment Advisors | 0.32% | Reduce -55.1% | 47,046 | $12.2M |
| Manchester Capital Management LLC | 1.49% | Reduce -0.0% | 46,984 | $12.2M |
| Roundview Capital LLC | 0.88% | Add +0.2% | 46,896 | $12.1M |
| Sepio Capital, LP | 0.96% | Reduce -13.2% | 46,833 | $12.1M |
| Custos Family Office, LLC | 4.28% | Reduce -0.3% | 46,688 | $12.1M |
| New Insight Wealth Advisors | 5.48% | Add +15.9% | 46,631 | $12.1M |
| James J. Burns & Company, LLC | 2.15% | Add +6.0% | 46,477 | $12.0M |
| TriaGen Wealth Management LLC | 4.23% | Reduce -1.0% | 46,337 | $12.0M |
| Wealthcare Advisory Partners LLC | 0.32% | Add +12.6% | 46,072 | $11.9M |
| Principal Securities, Inc. | 0.27% | Add +2.3% | 45,072 | $11.9M |
| Scott Capital Advisors, LLC | 3.55% | Reduce -5.6% | 45,989 | $11.9M |
| Commerce Bank | 0.08% | Add +17.3% | 45,980 | $11.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.29% | Add +35.0% | 45,979 | $11.9M |
| Gemmer Asset Management LLC | 1.18% | Reduce -0.3% | 45,797 | $11.8M |
| Sandy Cove Advisors, LLC | 4.75% | Add +1.0% | 45,723 | $11.8M |
| Fortitude Family Office, LLC | 4.23% | Add +22.1% | 45,698 | $11.8M |
| Franklin Resources Inc. | 0.00% | Add +7.1% | 45,664 | $11.8M |
| GWN Securities Inc. | 0.66% | Add +3216.5% | 43,811 | $11.8M |
| Carnegie Investment Counsel | 0.28% | Reduce -2.5% | 50,416 | $11.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -4.0% | 45,075 | $11.7M |
| First National Bank Sioux Falls | 4.69% | Add +12.8% | 44,791 | $11.6M |
| LBMC Investment Advisors, LLC | 0.90% | Reduce -0.2% | 44,433 | $11.5M |
| Citigroup Inc. | 0.01% | Reduce -5.9% | 44,119 | $11.4M |
| Black Diamond Financial, LLC | 1.71% | Reduce -0.1% | 44,011 | $11.4M |
| Graypoint LLC | 0.70% | Reduce -5.9% | 43,494 | $11.2M |
| Sebold Capital Management, Inc. | 7.36% | Add +8.2% | 43,273 | $11.2M |
| Ironsides Asset Advisors, LLC | 3.28% | Reduce -0.0% | 43,226 | $11.2M |
| NorthCoast Asset Management LLC | 0.06% | Add +7.2% | 43,195 | $11.2M |
| KMG Fiduciary Partners, LLC | 0.93% | Add +3.2% | 43,199 | $11.2M |
| Belpointe Asset Management LLC | 0.57% | Add +658.6% | 42,650 | $11.0M |
| CRA Financial Services, LLC | 1.88% | Add +5.6% | 42,493 | $11.0M |
| Goldstone Financial Group, LLC | 1.66% | Add +10.6% | 42,490 | $11.0M |
| VSM Wealth Advisory, LLC | 3.94% | Reduce -4.4% | 42,405 | $11.0M |
| Ancora Advisors LLC | 0.24% | Add +1.1% | 42,218 | $10.9M |
| Hall Capital Management Co. Inc. | 5.03% | Add +8.3% | 41,963 | $10.9M |
| ForthRight Wealth Management, LLC | 3.60% | Add +3.9% | 41,552 | $10.7M |
| Aries Wealth Management | 2.92% | Add +0.3% | 41,511 | $10.7M |
| Bank of New Hampshire | 2.81% | Reduce -1.1% | 41,510 | $10.7M |
| Avion Wealth | 2.75% | No change | 40,638 | $10.7M |
| Freedom Financial Partners LLC | 4.96% | Add +7.5% | 41,177 | $10.6M |
| Drive Wealth Management, LLC | 2.50% | Add +2.8% | 41,158 | $10.6M |
| Arkos Global Advisors | 1.56% | Reduce -2.4% | 41,063 | $10.6M |
| Smith & Howard Wealth Management, LLC | 2.90% | Add +17.1% | 40,976 | $10.6M |
| Lowe Brockenbrough & Co. Inc. | 0.69% | Reduce -1.2% | 40,794 | $10.6M |
| Kestra Private Wealth Services, LLC | 0.18% | Add +16.7% | 40,672 | $10.5M |
| JDM Financial Group LLC | 5.25% | Add +2.7% | 40,025 | $10.4M |
| Noble Family Wealth, LLC | 2.85% | Reduce -1.8% | 39,984 | $10.3M |
| Meridian Management Co. | 3.18% | Reduce -13.6% | 39,739 | $10.3M |
| Fort Point Capital Partners LLC | 1.15% | Reduce -6.3% | 39,711 | $10.3M |
| F/m Investments LLC | 0.41% | Add +3.8% | 39,682 | $10.2M |
| Gratus Wealth Advisors, LLC | 1.67% | Reduce -3.0% | 39,301 | $10.2M |
| Avior Wealth Management, LLC | 0.38% | Add +1.4% | 41,090 | $10.1M |
| Private Advisory Group LLC | 1.15% | Add +4.7% | 38,886 | $10.1M |
| Stratos Wealth Partners, LTD. | 0.15% | Reduce -1.5% | 38,653 | $10.0M |
| Rossmore Private Capital | 1.23% | Reduce -2.5% | 38,539 | $10.0M |
| Fortis Capital Advisors, LLC | 2.01% | Add +2961.3% | 38,358 | $9.9M |
| David Kennon Inc | 3.91% | Reduce -1.9% | 37,940 | $9.8M |
| Cozad Asset Management Inc. | 0.98% | Add +1.5% | 37,899 | $9.8M |
| Canandaigua National Bank & Trust Co. | 0.98% | Reduce -0.8% | 37,870 | $9.8M |
| B. Riley Wealth Advisors, Inc. | 0.30% | Add +10.9% | 37,813 | $9.8M |
| Red Wave Investments LLC | 3.49% | Reduce -9.1% | 37,586 | $9.7M |
| Randall & Associates Wealth Management | 8.00% | Reduce -2.9% | 37,522 | $9.7M |
| Litman Gregory Wealth Management LLC | 0.83% | Add +1117.4% | 37,507 | $9.7M |
| Aspire Capital Advisors LLC | 2.87% | Reduce -5.9% | 37,153 | $9.6M |
| Wheelhouse Advisory Group LLC | 5.48% | Add +5.5% | 37,084 | $9.6M |
| Texas Yale Capital Corp. | 0.39% | Add +7.8% | 37,048 | $9.6M |
| Addis & Hill, Inc | 6.67% | Add +4.7% | 36,920 | $9.5M |
| BTG Pactual Asset Management US LLC | 1.24% | Add +0.8% | 36,918 | $9.5M |
| Horizons Wealth Management | 7.18% | Add +2.7% | 36,759 | $9.5M |
| Savant Capital, LLC | 0.08% | Reduce -5.6% | 36,752 | $9.5M |
| Meridian Wealth Advisors, LLC | 1.61% | Add +7.4% | 36,692 | $9.5M |
| Gibraltar Capital Management, Inc. | 2.04% | New | 36,504 | $9.4M |
| Consilio Wealth Advisors, LLC | 3.92% | Reduce -28.4% | 36,280 | $9.4M |
| Sage Financial Group Inc. | 0.76% | Add +3.2% | 36,192 | $9.4M |
| Rooted Wealth Advisors, Inc. | 4.01% | Reduce -3.4% | 39,779 | $9.3M |
| Sfm, LLC | 6.85% | Reduce -4.0% | 36,025 | $9.3M |
| Bailard, Inc. | 0.24% | Add +2.1% | 35,912 | $9.3M |
| Advyzon Investment Management, LLC | 3.28% | Reduce -16.8% | 35,852 | $9.3M |
| Parr McKnight Wealth Management Group, LLC | 1.33% | Reduce -3.1% | 35,816 | $9.3M |
| Anderson Hoagland & Co. | 1.10% | Reduce -1.9% | 40,468 | $9.2M |
| Grove Bank & Trust | 1.23% | Add +10.4% | 35,504 | $9.2M |
| Zuckerman Investment Group, LLC | 0.99% | Add +2.0% | 35,481 | $9.2M |
| Financial Futures Ltd Liability Co. | 5.20% | Add +3.3% | 35,408 | $9.2M |
| Elevation Wealth Partners, LLC | 3.95% | Add +2.3% | 35,365 | $9.1M |
| Beacon Financial Strategies CORP | 6.12% | Reduce -2.6% | 35,099 | $9.1M |
| Daymark Wealth Partners, LLC | 0.39% | Reduce -34.4% | 34,946 | $9.0M |
| CoreCap Advisors, LLC | 0.40% | Add +7.7% | 34,946 | $9.0M |
| Drucker Wealth 3.0, LLC | 1.99% | Add +43.0% | 34,920 | $9.0M |
| First Bancorp, Inc | 5.86% | Add +2.1% | 34,893 | $9.0M |
| McClarren Financial Advisors, Inc. | 5.92% | New | 32,469 | $8.9M |
| Prosperitas Financial LLC | 4.60% | Add +3.5% | 34,408 | $8.9M |
| William Mack & Associates, Inc. | 7.60% | Add +65.7% | 34,342 | $8.9M |
| Fiducient Advisors LLC | 1.11% | Reduce -62.1% | 34,313 | $8.9M |
| Ethos Financial Group, LLC | 0.85% | Add +2.7% | 34,087 | $8.8M |
| Sagace Wealth Management LLC | 6.66% | Add +0.4% | 34,046 | $8.8M |
| Milestone Investment Advisors LLC | 2.44% | Add +830.6% | 34,012 | $8.8M |
| TD Capital Management LLC | 0.88% | Reduce -0.1% | 33,743 | $8.7M |
| Diversify Wealth Management, LLC | 0.65% | Add +2.0% | 33,896 | $8.7M |
| Manning & Napier Advisors LLC | 0.11% | Reduce -1.6% | 33,223 | $8.6M |
| Valmark Advisers, Inc. | 0.13% | Reduce -0.5% | 33,209 | $8.6M |
| Prime Capital Investment Advisors, LLC | 0.10% | Add +2.3% | 33,053 | $8.5M |
| 4Thought Financial Group Inc. | 5.26% | Reduce -0.5% | 32,939 | $8.5M |
| Houlihan Financial Resource Group, Ltd. | 3.82% | Reduce -1.6% | 32,913 | $8.5M |
| Legend Financial Advisors, Inc. | 6.25% | Reduce -36.2% | 32,894 | $8.5M |
| GFS Advisors, LLC | 1.70% | Add +71.3% | 32,785 | $8.5M |
| Financial Management Professionals, Inc. | 1.08% | Add +6.0% | 32,776 | $8.5M |
| Evermay Wealth Management LLC | 1.11% | Add +1.8% | 32,583 | $8.4M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.94% | Reduce -2.2% | 32,347 | $8.4M |
| Strategic Equity Management | 3.51% | Add +777.2% | 32,290 | $8.4M |
| Keybank National Association | 0.03% | Reduce -0.2% | 32,070 | $8.3M |
| Kingsview Wealth Management, LLC | 0.16% | Reduce -5.5% | 31,981 | $8.3M |
| Headinvest, LLC | 1.60% | Add +2.0% | 31,907 | $8.3M |
| Kathleen S. Wright Associates Inc. | 3.40% | Add +0.1% | 31,799 | $8.2M |
| Acropolis Investment Management, LLC | 0.49% | Reduce -0.6% | 31,682 | $8.2M |
| Prospera Financial Services Inc | 0.19% | Reduce -9.9% | 31,613 | $8.2M |
| Greenbush Financial Group, LLC | 4.06% | Add +8.3% | 31,571 | $8.2M |
| O'Connor Financial Group LLC | 4.24% | Reduce -0.7% | 31,552 | $8.2M |
| Uptown Financial Advisors LLC | 8.43% | Add +7.2% | 31,551 | $8.2M |
| Principle Wealth Partners LLC | 0.58% | Reduce -1.2% | 31,541 | $8.2M |
| Capital Investment Advisory Services, LLC | 0.73% | Add +6.2% | 31,401 | $8.1M |
| Harbor Advisory Corp. | 2.72% | Add +4.8% | 31,319 | $8.1M |
| FLC Capital Advisors | 1.81% | Add +2.8% | 31,271 | $8.1M |
| Crestwood Advisors Group, LLC | 0.15% | Add +6.4% | 31,259 | $8.1M |
| MorganRosel Wealth Management, LLC | 2.43% | Add +9.1% | 30,994 | $8.0M |
| Gill Capital Partners, LLC | 2.77% | Add +6.9% | 30,885 | $8.0M |
| United Bank | 1.02% | Add +23.3% | 30,874 | $8.0M |
| M&T Bank Corp | 0.03% | Add +3.6% | 30,777 | $8.0M |
| Whitegate Investment Counselors, Inc. | 2.82% | Reduce -6.6% | 30,774 | $8.0M |
| Caldwell Trust Co | 0.85% | Add +2.8% | 30,721 | $7.9M |
| JNBA Financial Advisors | 0.82% | Add +12.9% | 30,663 | $7.9M |
| Moneywise, Inc. | 4.17% | Add +220.7% | 30,451 | $7.9M |
| Nikulski Financial, Inc. | 2.37% | Add +2.2% | 30,338 | $7.8M |
| Dakota Wealth Management | 0.18% | Reduce -1.2% | 30,173 | $7.8M |
| Cary Street Partners Financial LLC | 0.24% | Add +1.4% | 29,972 | $7.8M |
| McNaughton Wealth Management, LLC | 3.76% | Reduce -35.4% | 29,917 | $7.7M |
| Advisory Services Network, LLC | 0.15% | Add +10.4% | 29,887 | $7.7M |
| Horizon Family Wealth, Inc. | 5.15% | Add +14.5% | 29,873 | $7.7M |
| Warner Financial, Inc. | 3.41% | Reduce -0.8% | 29,825 | $7.7M |
| J.W. Cole Advisors, Inc. | 0.24% | Reduce -20.8% | 29,549 | $7.6M |
| Williams Financial, LLC | 5.34% | New | 29,526 | $7.6M |
| Family Investment Center, Inc. | 1.86% | Reduce -2.8% | 29,406 | $7.6M |
| Johnson Bixby & Associates, LLC | 1.13% | Reduce -50.9% | 29,254 | $7.6M |
| CPA Asset Management Group, LLC | 3.31% | Reduce -0.8% | 29,069 | $7.5M |
| Sowell Financial Services LLC | 0.34% | Add +23.2% | 28,955 | $7.5M |
| 1900 Wealth Management LLC | 0.62% | Add +0.1% | 28,894 | $7.5M |
| Quest Investment Management LLC | 0.92% | Add +3.5% | 28,801 | $7.4M |
| Private Wealth Asset Management, LLC | 1.07% | — | 28,800 | $7.4M |
| Chesley Taft & Associates LLC | 0.36% | Add +1.0% | 28,748 | $7.4M |
| Verus Financial Partners, Inc. | 0.85% | Reduce -1.9% | 30,177 | $7.4M |
| Visionary Wealth Advisors | 0.45% | Reduce -1.4% | 28,720 | $7.4M |
| Texas Capital Bank Wealth Management Services Inc | 0.74% | Reduce -5.9% | 28,308 | $7.3M |
| Beirne Wealth Consulting Services, LLC | 2.60% | Add +0.5% | 28,243 | $7.3M |
| Bradley Foster & Sargent Inc. | 0.12% | Reduce -9.6% | 28,185 | $7.3M |
| Elwood & Goetz Wealth Advisory Group, LLC | 1.77% | Add +1.9% | 28,060 | $7.3M |
| Waller Financial Planning Group, Inc. | 2.03% | Reduce -13.2% | 27,983 | $7.2M |
| XML Financial, LLC | 0.68% | Reduce -4.3% | 27,960 | $7.2M |
| Holos Integrated Wealth LLC | 4.71% | Add +0.0% | 27,774 | $7.2M |
| Howe & Rusling Inc. | 0.60% | Reduce -6.9% | 27,757 | $7.2M |
| Bull Oak Capital, LLC | 3.91% | Add +3.9% | 27,719 | $7.2M |
| TruWealth Advisors, LLC | 0.43% | Reduce -1.3% | 27,614 | $7.1M |
| D.B. Root & Company, LLC | 2.30% | Add +41.3% | 27,515 | $7.1M |
| RKL Wealth Management LLC | 0.67% | Reduce -2.0% | 27,475 | $7.1M |
| Amara Financial, Llc. | 6.56% | Add +1.9% | 27,464 | $7.1M |
| Beam Wealth Advisors, Inc. | 2.39% | Add +1.2% | 27,433 | $7.1M |
| Field & Main Bank | 2.50% | New | 27,391 | $7.1M |
| Compound Planning, Inc. | 0.32% | Add +12.1% | 27,258 | $7.0M |
| Forum Private Client Group LLC | 3.06% | Add +5.7% | 27,223 | $7.0M |
| Titleist Asset Management, LLC | 0.82% | Add +38.4% | 27,212 | $7.0M |
| Creekside Partners | 3.68% | Add +1.4% | 27,159 | $7.0M |
| Johnson Investment Counsel Inc. | 0.07% | Add +12.3% | 27,019 | $7.0M |
| Integrated Advisors Network LLC | 0.35% | Reduce -1.8% | 26,897 | $7.0M |
| Mgo One Seven LLC | 0.27% | Reduce -0.9% | 26,729 | $6.9M |
| Curi Capital, LLC | 0.17% | Reduce -24.7% | 26,599 | $6.9M |
| Fiduciary Advisors, Inc. | 6.79% | Add +1.4% | 26,589 | $6.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -2.1% | 26,558 | $6.9M |
| WASHINGTON TRUST Co | 0.26% | Reduce -0.7% | 26,556 | $6.9M |
| Cahill Financial Advisors Inc. | 0.93% | Add +4.1% | 26,528 | $6.9M |
| Fonville Wealth Management LLC | 2.01% | Add +2.8% | 26,506 | $6.8M |
| Sawgrass Asset Management LLC | 0.83% | Reduce -0.9% | 26,208 | $6.8M |
| Keyvantage Wealth, LLC | 3.28% | Add +1509.9% | 26,064 | $6.7M |
| Synovus Financial Corp. | 0.09% | Add +6.3% | 25,764 | $6.7M |
| Bristlecone Advisors, LLC | 0.54% | Reduce -1.3% | 25,716 | $6.7M |
| Brighton Jones LLC | 0.21% | Reduce -1.2% | 25,709 | $6.6M |
| Parsons Capital Management Inc. | 0.36% | Add +0.5% | 25,679 | $6.6M |
| May Hill Capital, LLC | 2.49% | Reduce -1.1% | 25,552 | $6.6M |
| Blackston Financial Advisory Group, LLC | 4.48% | Reduce -5.1% | 25,518 | $6.6M |
| Northcape Wealth Management, LLC | 2.13% | Add +1.2% | 25,498 | $6.6M |
| KFA Private Wealth Group, LLC | 2.26% | Add +6.4% | 25,012 | $6.5M |
| Granby Capital Management, LLC | 3.48% | New | 25,000 | $6.5M |
| Steph & Co. | 2.30% | Add +3.0% | 24,746 | $6.4M |
| Gilman Hill Asset Management, LLC | 1.11% | Add +7.5% | 24,702 | $6.4M |
| O'shaughnessy Asset Management, LLC | 0.05% | Add +23.5% | 24,683 | $6.4M |
| First Merchants Corp. | 0.25% | Add +0.8% | 24,674 | $6.4M |
| Harbour Investments, Inc. | 0.18% | Add +6.7% | 24,672 | $6.4M |
| Lokken Investment Group LLC | 2.68% | Add +7.6% | 24,544 | $6.3M |
| Fiduciary Wealth Partners, LLC | 5.47% | — | 24,471 | $6.3M |
| Essex Financial Services, Inc. | 0.46% | Reduce -0.6% | 24,440 | $6.3M |
| Cascade Financial Partners, LLC | 0.79% | Add +2.0% | 24,320 | $6.3M |
| Wealthedge Investment Advisors, LLC | 2.84% | Reduce -12.6% | 24,299 | $6.3M |
| Gladstone Institutional Advisory LLC | 0.29% | Reduce -0.5% | 24,109 | $6.2M |
| Bernardo Wealth Planning LLC | 1.48% | Add +1.4% | 23,909 | $6.2M |
| Trinity Financial Advisors LLC | 2.23% | Add +9.9% | 24,794 | $6.2M |
| Sigma Planning Corp | 0.20% | Add +4.3% | 23,840 | $6.2M |
| Capital Advantage, Inc. | 1.12% | No change | 23,191 | $6.1M |
| Kagan Cocozza Asset Management | 5.00% | Add +8.3% | 23,663 | $6.1M |
| Tsfg, LLC | 1.25% | Reduce -13.2% | 23,585 | $6.1M |
| Culbertson A N & Co. Inc. | 0.97% | Reduce -1.2% | 23,532 | $6.1M |
| One Capital Management, LLC | 0.20% | Add +4.4% | 23,428 | $6.1M |
| Farrell Financial LLC | 4.41% | Reduce -2.4% | 23,417 | $6.1M |
| Councilor Wealth, LLC | 3.01% | Add +5.6% | 23,361 | $6.0M |
| Cypress Wealth Services, LLC | 1.22% | Reduce -0.9% | 23,251 | $6.0M |
| Ausdal Financial Partners, Inc. | 0.45% | Add +0.8% | 23,232 | $6.0M |
| Strategic Investment Advisors / MI | 0.64% | Add +10.4% | 23,179 | $6.0M |
| Walkner Condon Financial Advisors LLC | 1.20% | Reduce -4.6% | 22,986 | $5.9M |
| First PREMIER Bank | 1.50% | Add +0.9% | 22,909 | $5.9M |
| Arkadios Wealth Advisors | 0.22% | Add +80.9% | 22,816 | $5.9M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -0.7% | 22,566 | $5.8M |
| MBL Wealth, LLC | 0.58% | Reduce -0.1% | 22,262 | $5.8M |
| Envision Financial LLC | 4.32% | Reduce -5.9% | 22,170 | $5.7M |
| DAVENPORT & Co LLC | 0.03% | Add +4.4% | 22,066 | $5.7M |
| Nwam LLC | 0.49% | Reduce -16.1% | 22,051 | $5.7M |
| Continuum Advisory, LLC | 0.73% | Add +6.0% | 21,941 | $5.7M |
| Ameraudi Asset Management, Inc. | 3.22% | Reduce -14.4% | 21,775 | $5.6M |
| Ameritas Advisory Services, LLC | 0.23% | Reduce -12.5% | 21,514 | $5.6M |
| Wescott Financial Advisory Group, LLC | 0.58% | Reduce -8.9% | 21,609 | $5.6M |
| Rialto Wealth Management, LLC | 1.75% | Reduce -1.0% | 21,603 | $5.6M |
| Capital Insight Partners, LLC | 0.97% | Reduce -1.6% | 21,525 | $5.6M |
| Mystic Asset Management, Inc. | 1.46% | Reduce -1.9% | 21,425 | $5.5M |
| Destiny Wealth Partners, LLC | 0.88% | Add +4.1% | 21,348 | $5.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.74% | Add +15.7% | 21,221 | $5.5M |
| Latko Wealth Management, Ltd. | 3.53% | Reduce -3.8% | 21,056 | $5.4M |
| Fischer Investment Strategies, LLC | 3.99% | Reduce -33.3% | 20,965 | $5.4M |
| Centurion Wealth Management LLC | 1.69% | No change | 20,506 | $5.4M |
| Perigon Wealth Management, LLC | 0.14% | Add +2.6% | 20,790 | $5.4M |
| Clayton Financial Group LLC | 1.97% | Add +0.6% | 20,748 | $5.4M |
| Benchmark Wealth Management, LLC | 2.58% | Reduce -3.8% | 20,646 | $5.3M |
| Retirement Planning Group, LLC | 0.25% | Reduce -3.7% | 20,483 | $5.3M |
| Factor Wealth Management LTD | 1.62% | Add +2.0% | 20,416 | $5.3M |
| StoneX Group Inc. | 0.29% | Add +6.3% | 20,294 | $5.2M |
| Calamos Wealth Management LLC | 0.26% | Add +1.0% | 20,199 | $5.2M |
| Dynamic Advisor Solutions LLC | 0.17% | New | 20,158 | $5.2M |
| Robinswood Financial LLC | 1.92% | Reduce -3.0% | 20,120 | $5.2M |
| SCS Capital Management LLC | 0.07% | New | 20,100 | $5.2M |
| Rwa Wealth Partners, LLC | 0.07% | Add +22.7% | 20,081 | $5.2M |
| Kendall Capital Management | 1.52% | No change | 20,042 | $5.2M |
| Spinnaker Trust | 0.34% | Reduce -3.0% | 20,011 | $5.2M |
| Bartlett & Co. Wealth Management LLC | 0.08% | Reduce -0.6% | 19,926 | $5.2M |
| McAdam, LLC | 0.32% | Reduce -61.0% | 19,923 | $5.2M |
| PAX Financial Group, LLC | 0.91% | Reduce -10.2% | 19,876 | $5.1M |
| S.A. Mason LLC | 2.70% | Add +8.1% | 19,776 | $5.1M |
| Sage Mountain Advisors LLC | 0.38% | No change | 19,740 | $5.1M |
| RFG Advisory, LLC | 0.14% | Reduce -0.5% | 19,622 | $5.1M |
| Roger Wittlin Investment Advisory, LLC | 2.95% | Reduce -1.4% | 19,467 | $5.0M |
| FinDec Wealth Services, Inc. | 4.96% | Add +25.0% | 19,414 | $5.0M |
| Spectrum Investment Advisors, Inc. | 3.24% | Add +3.9% | 19,399 | $5.0M |
| AlphaCore Capital LLC | 0.43% | New | 19,352 | $5.0M |
| Marquette Associates, Inc. | 4.99% | Add +0.3% | 19,288 | $5.0M |
| Argent Trust Co | 0.20% | Add +13.8% | 19,167 | $5.0M |
| Algorithmic Investment Models, LLC | 3.63% | Reduce -8.0% | 19,069 | $4.9M |
| BBR Partners, LLC | 0.35% | Add +0.1% | 18,980 | $4.9M |
| King Wealth Management Group | 0.74% | No change | 18,977 | $4.9M |
| Legacy Edge Advisors, LLC | 0.76% | Reduce -1.0% | 18,782 | $4.9M |
| SouthState Bank Corp | 0.22% | Add +4.5% | 18,652 | $4.8M |
| Gleason Group, Inc. | 0.87% | Add +0.3% | 18,547 | $4.8M |
| Lindbrook Capital, LLC | 0.44% | Reduce -2.7% | 18,378 | $4.8M |
| First United Bank & Trust | 1.77% | Add +5.8% | 18,321 | $4.7M |
| Accelerate Investment Advisors LLC | 3.96% | Add +1.4% | 18,307 | $4.7M |
| Stratos Investment Management, LLC | 0.25% | Reduce -6.4% | 18,181 | $4.7M |
| Modern Wealth Management, LLC | 0.15% | Add +17.7% | 18,888 | $4.7M |
| Mutual Advisors, LLC | 0.13% | Reduce -2.1% | 18,458 | $4.7M |
| Mather Group, Llc. | 0.05% | Add +3.6% | 18,059 | $4.7M |
| Benchmark Financial Wealth Advisors, LLC | 1.76% | Reduce -32.9% | 18,052 | $4.7M |
| Geneos Wealth Management Inc. | 0.16% | Add +51.3% | 17,988 | $4.7M |
| Narus Financial Partners, LLC | 1.57% | Add +1.0% | 17,893 | $4.6M |
| First Financial Corp. | 2.23% | Add +25.0% | 17,801 | $4.6M |
| Colorado Capital Management, Inc. | 2.14% | Add +7.9% | 17,787 | $4.6M |
| AdvisorNet Financial, Inc | 0.34% | Add +12.5% | 17,730 | $4.6M |
| Keystone Financial Group | 0.46% | Reduce -0.7% | 17,578 | $4.5M |
| Family Legacy, Inc. | 1.56% | Reduce -5.9% | 17,528 | $4.5M |
| White Lighthouse Investment Management Inc. | 0.81% | Add +3.4% | 17,493 | $4.5M |
| Vista Cima Wealth Management LLC | 4.87% | Add +29.4% | 17,484 | $4.5M |
| Meridian Financial Advisors, LLC | 3.16% | Reduce -1.0% | 17,422 | $4.5M |
| Valeo Financial Advisors, LLC | 0.13% | Add +20.2% | 17,337 | $4.5M |
| BKM Wealth Management, LLC | 1.84% | Reduce -2.6% | 17,323 | $4.5M |
| Founders Grove Wealth Partners, LLC | 1.25% | Add +9.0% | 17,309 | $4.5M |
| Bearing Point Capital, LLC | 0.95% | Add +11.3% | 17,245 | $4.5M |
| Uptick Partners, LLC | 1.51% | Add +4.4% | 17,212 | $4.5M |
| WP Advisors, LLC | 1.48% | Add +1.8% | 17,141 | $4.4M |
| Shorepoint Capital Partners LLC | 1.00% | Reduce -1.6% | 17,125 | $4.4M |
| Capital Management Associates, Inc | 1.00% | Add +46.3% | 17,071 | $4.4M |
| Orin Green Financial, LLC | 2.08% | New | 18,389 | $4.4M |
| HUB Investment Partners, LLC | 0.18% | Add +1310.6% | 16,969 | $4.4M |
| Arete Wealth Advisors, LLC | 0.33% | Add +6.5% | 16,919 | $4.4M |
| Marathon Strategic Advisors, LLC | 4.70% | Reduce -1.4% | 16,909 | $4.4M |
| Berkeley Capital Partners, LLC | 1.20% | Add +0.5% | 16,897 | $4.4M |
| Grandview Asset Management LLC | 1.66% | Add +5.3% | 16,879 | $4.4M |
| RW Investment Management LLC | 0.53% | Add +5.3% | 16,775 | $4.3M |
| Alpine Bank Wealth Management | 0.69% | — | 16,710 | $4.3M |
| Smith, Moore & Co. | 0.40% | Reduce -0.3% | 16,666 | $4.3M |
| Moneco Advisors, LLC | 0.44% | Reduce -32.6% | 16,591 | $4.3M |
| Marcum Wealth, LLC | 0.37% | Add +0.5% | 16,544 | $4.3M |
| Veridan Wealth LLC | 1.93% | Add +5.6% | 16,537 | $4.3M |
| Boston Trust Walden Corp | 0.03% | Reduce -0.1% | 16,465 | $4.3M |
| Rockingstone Advisors LLC | 1.91% | Add +1.0% | 16,439 | $4.3M |
| City Holding Co. | 0.60% | Reduce -0.5% | 16,418 | $4.2M |
| Silverleafe Capital Partners, LLC | 1.45% | Add +3.0% | 16,364 | $4.2M |
| Philadelphia Trust Co. | 0.36% | No change | 16,355 | $4.2M |
| Operose Advisors LLC | 1.40% | Add +102.5% | 16,324 | $4.2M |
| Pinnacle Financial Group, LLC / IL | 1.53% | Add +16.9% | 16,300 | $4.2M |
| Cornerstone Management, Inc. | 0.79% | Add +10.3% | 16,268 | $4.2M |
| Acorn Financial Advisory Services Inc. | 0.76% | Reduce -7.0% | 16,254 | $4.2M |
| Innovative Wealth Building LLC | 3.87% | Add +0.4% | 16,224 | $4.2M |
| Guardian Wealth Advisors, LLC / NC | 0.33% | Add +6.6% | 16,173 | $4.2M |
| Newman Dignan & Sheerar, Inc. | 1.14% | Add +22.6% | 16,086 | $4.2M |
| Wilson & Boucher Capital Management, LLC | 3.10% | Add +1.1% | 16,081 | $4.2M |
| Legacy Financial Group LLC | 0.64% | Add +4.3% | 16,053 | $4.2M |
| Snowden Capital Advisors LLC | 0.13% | Add +8.4% | 16,010 | $4.1M |
| RTD Financial Advisors, Inc. | 0.56% | New | 15,992 | $4.1M |
| Brookstone Capital Management | 0.06% | Add +29.0% | 15,954 | $4.1M |
| Cascades Capital Asset Management, LLC | 2.27% | Reduce -2.4% | 15,935 | $4.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.38% | Add +31.6% | 15,874 | $4.1M |
| Northwest Capital Management Inc | 1.68% | Add +35013.3% | 15,801 | $4.1M |
| Country Club Bank | 0.27% | Add +6.0% | 15,867 | $4.1M |
| Five Pine Wealth Management | 3.32% | Add +11.2% | 15,748 | $4.1M |
| Gainplan LLC | 2.65% | Reduce -2.4% | 15,731 | $4.1M |
| AE Wealth Management LLC | 0.03% | Add +10.2% | 15,720 | $4.1M |
| TPG Financial Advisors, LLC | 1.79% | Add +44.4% | 15,625 | $4.0M |
| Mokosak Advisory Group, LLC | 1.24% | Add +0.8% | 15,543 | $4.0M |
| Composition Wealth, LLC | 0.08% | Add +2.7% | 15,502 | $4.0M |
| Motley Fool Wealth Management, LLC | 0.24% | Reduce -15.6% | 15,490 | $4.0M |
| MY Wealth Management Inc. | 3.83% | Reduce -1.4% | 15,316 | $4.0M |
| Fortis Group Advisors, LLC | 0.77% | Reduce -5.3% | 15,309 | $4.0M |
| Hofer & Associates. Inc | 2.66% | Add +4.3% | 15,156 | $3.9M |
| Vickerman Investment Advisors, Inc. | 0.89% | Add +12.2% | 15,143 | $3.9M |
| Gradient Capital Advisors, LLC | 1.28% | Reduce -0.5% | 15,109 | $3.9M |
| Verdence Capital Advisors LLC | 0.30% | Add +7.4% | 15,086 | $3.9M |
| Salomon & Ludwin, LLC | 0.41% | Reduce -2.4% | 15,013 | $3.9M |
| VestGen Advisors, LLC | 0.18% | — | 15,003 | $3.9M |
| Baron Silver Stevens Financial Advisors, LLC | 0.68% | Add +8.8% | 15,000 | $3.9M |
| Wilmington Savings Fund Society, FSB | 0.07% | Add +0.3% | 14,929 | $3.9M |
| Ascent Group, LLC | 0.17% | Add +703.8% | 14,903 | $3.9M |
| Fjell Capital, LLC | 3.91% | Add +4.2% | 14,895 | $3.9M |
| Ellenbecker Investment Group | 0.69% | Reduce -2.7% | 14,840 | $3.8M |
| Alesco Advisors, LLC, An ESL Co | 0.12% | Add +0.1% | 14,779 | $3.8M |
| Fifth Third Securities, Inc. | 0.32% | Add +0.3% | 14,724 | $3.8M |
| Retirement Income Solutions, Inc. | 0.80% | Reduce -16.7% | 14,720 | $3.8M |
| Apollon Wealth Management, LLC | 0.08% | Add +20.6% | 14,686 | $3.8M |
| Fort Washington Investment Advisors Inc. | 0.02% | Reduce -9.7% | 14,668 | $3.8M |
| Federation des caisses Desjardins du Quebec | 0.02% | Reduce -41.5% | 14,628 | $3.8M |
| Regal Investment Advisors LLC | 0.30% | Reduce -23.2% | 14,543 | $3.8M |
| Aptus Capital Advisors, LLC | 0.04% | Add +8.2% | 14,542 | $3.8M |
| Quantinno Capital Management LP | 0.02% | Add +50.1% | 14,495 | $3.7M |
| BCGM Wealth Management, LLC | 1.15% | Reduce -5.7% | 14,474 | $3.7M |
| Scotia Capital Inc. | 0.02% | Reduce -25.6% | 14,469 | $3.7M |
| Advisors Capital Management, LLC | 0.06% | Reduce -30.3% | 14,398 | $3.7M |
| Evercore Wealth Management, LLC | 0.06% | Reduce -2.5% | 14,356 | $3.7M |
| John W. Brooker & Co., CPAs | 1.53% | Reduce -1.2% | 14,342 | $3.7M |
| Conservest Capital Advisors, Inc. | 0.39% | Reduce -0.8% | 14,329 | $3.7M |
| CW Advisors, LLC | 0.04% | Add +116.9% | 14,265 | $3.7M |
| Hilltop Wealth Advisors, LLC | 2.09% | Reduce -5.7% | 14,319 | $3.7M |
| Partners in Financial Planning | 0.74% | Add +0.3% | 14,308 | $3.7M |
| Pine Valley Investments Ltd Liability Co | 0.24% | Add +0.9% | 14,279 | $3.7M |
| Fogel Capital Management, Inc. | 1.98% | Reduce -0.1% | 14,200 | $3.7M |
| Red Crane Wealth Management, LLC | 3.51% | Add +0.6% | 14,187 | $3.7M |
| Anson Capital, Inc. | 3.15% | Add +1685.4% | 14,194 | $3.7M |
| Signature Estate & Investment Advisors LLC | 0.10% | Reduce -2.7% | 14,157 | $3.7M |
| Moisand Fitzgerald Tamayo, LLC | 0.51% | Reduce -2.8% | 14,155 | $3.7M |
| Flagship Harbor Advisors, LLC | 0.19% | Add +3.5% | 14,140 | $3.7M |
| My Personal CFO, LLC | 1.84% | Add +0.2% | 14,088 | $3.6M |
| Level Four Advisory Services, LLC | 0.15% | Add +2.3% | 14,068 | $3.6M |
| WESCAP Management Group, Inc. | 0.89% | Add +2.5% | 14,049 | $3.6M |
| Lion Street Advisors, LLC | 1.15% | Add +0.3% | 14,038 | $3.6M |
| Wedbush Securities Inc. | 0.13% | Reduce -0.4% | 14,035 | $3.6M |
| CAP Partners, LLC | 2.63% | Reduce -38.5% | 14,015 | $3.6M |
| First American Bank | 0.27% | Add +8.0% | 14,013 | $3.6M |
| Alliance Wealth Advisors, LLC | 2.12% | Add +4.6% | 13,953 | $3.6M |
| Retirement Guys Formula LLC | 1.79% | Add +11.8% | 13,923 | $3.6M |
| Americana Partners, LLC | 0.14% | Reduce -14.8% | 13,884 | $3.6M |
| Cornerstone Wealth Management, LLC | 0.24% | Reduce -4.2% | 13,880 | $3.6M |
| Greenwich Wealth Management LLC | 0.27% | Reduce -0.0% | 13,765 | $3.6M |
| Atria Investments, Inc | 0.05% | Reduce -16.3% | 13,728 | $3.6M |
| Badgley Phelps Wealth Managers, LLC | 0.09% | Add +8.1% | 13,724 | $3.5M |
| IHT Wealth Management, LLC | 0.11% | Add +7.3% | 13,714 | $3.5M |
| GC Wealth Management RIA, LLC | 0.65% | Reduce -2.8% | 13,616 | $3.5M |
| Adapt Wealth Advisors, LLC | 1.72% | Reduce -0.3% | 13,604 | $3.5M |
| Legacy Advisors, LLC | 0.36% | Reduce -3.4% | 13,562 | $3.5M |
| Integrity Alliance, Llc. | 0.14% | New | 13,494 | $3.5M |
| Koshinski Asset Management, Inc. | 0.30% | Add +11.8% | 13,451 | $3.5M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +4.8% | 13,441 | $3.5M |
| KCM Investment Advisors LLC | 0.13% | Add +1.3% | 13,438 | $3.5M |
| Marshall & Sterling Wealth Advisors Inc. | 2.36% | Reduce -2.6% | 13,403 | $3.5M |
| Beacon Bridge Wealth Partners, LLC | 1.47% | Reduce -3.7% | 13,346 | $3.5M |
| Omnia Family Wealth, LLC | 1.43% | No change | 13,257 | $3.4M |
| Great Lakes Retirement, Inc. | 0.45% | Add +7.1% | 13,213 | $3.4M |
| Foster Victor Wealth Advisors, LLC | 0.27% | Reduce -5.3% | 14,021 | $3.4M |
| Allen Mooney & Barnes Investment Advisors LLC | 0.55% | Add +0.4% | 13,167 | $3.4M |
| Refined Wealth Management | 2.75% | Reduce -36.5% | 13,000 | $3.4M |
| IFP Advisors, Inc | 0.10% | Add +2.3% | 12,965 | $3.4M |
| Stonegate Investment Group, LLC | 0.09% | Add +32.4% | 12,907 | $3.3M |
| First National Bank of Omaha | 0.23% | Reduce -0.1% | 12,829 | $3.3M |
| Summit Financial Wealth Advisors, LLC | 0.66% | Add +0.0% | 12,826 | $3.3M |
| Peak Retirement Planning, Inc. | 1.82% | Add +446.6% | 12,659 | $3.3M |
| Diversified Trust Co. | 0.08% | Add +4.2% | 12,658 | $3.3M |
| Wealth Alliance, LLC | 0.40% | Add +0.4% | 12,635 | $3.3M |
| Evoke Wealth, LLC | 0.08% | Add +13.8% | 12,530 | $3.2M |
| Financial Advisory Partners, LLC | 1.08% | Reduce -14.0% | 12,523 | $3.2M |
| Stock Yards Bank & Trust Co. | 0.11% | Reduce -5.9% | 12,433 | $3.2M |
| Armbruster Capital Management, Inc. | 0.64% | Add +6.0% | 12,427 | $3.2M |
| Ieq Capital, LLC | 0.03% | Add +22.4% | 12,388 | $3.2M |
| Wealthfront Advisers LLC | 0.01% | Add +11.6% | 12,384 | $3.2M |
| Verus Capital Partners, LLC | 0.32% | Reduce -20.0% | 12,182 | $3.2M |
| Curio Wealth, LLC | 1.63% | Reduce -98.8% | 146 | $3.1M |
| Financial Insights, Inc. | 1.24% | Reduce -1.4% | 12,068 | $3.1M |
| Mayflower Financial Advisors, LLC | 0.47% | Add +0.8% | 12,043 | $3.1M |
| SOA Wealth Advisors, LLC. | 0.65% | Reduce -0.4% | 12,041 | $3.1M |
| Weil Company, Inc. | 0.93% | Add +75.4% | 12,023 | $3.1M |
| Bar Harbor Wealth Management | 0.20% | Reduce -0.5% | 11,879 | $3.1M |
| Carrera Capital Advisors | 0.68% | Reduce -5.6% | 11,848 | $3.1M |
| Glass Jacobson Investment Advisors llc | 1.01% | No change | 11,601 | $3.1M |
| City State Bank | 1.00% | Add +13.8% | 11,767 | $3.0M |
| Cannon Wealth Management Services, LLC | 2.71% | Add +10.6% | 11,665 | $3.0M |
| Creative Financial Designs Inc. | 0.24% | Add +2.9% | 11,678 | $3.0M |
| Private Client Services, LLC | 1.49% | Add +68.3% | 11,653 | $3.0M |
| MIdWestOne Financial Group, Inc. | 0.43% | No change | 11,606 | $3.0M |
| GEM Asset Management, LLC | 1.67% | Reduce -0.4% | 11,506 | $3.0M |
| Farther Finance Advisors, LLC | 0.08% | Add +50.4% | 11,490 | $3.0M |
| Advocate Group LLC | 0.54% | Add +2.8% | 11,514 | $3.0M |
| Segall Bryant & Hamill, LLC | 0.05% | Reduce -16.4% | 11,480 | $3.0M |
| Flywheel Private Wealth LLC | 2.70% | Add +0.1% | 11,465 | $3.0M |
| Magnus Financial Group LLC | 0.29% | Reduce -1.6% | 11,446 | $3.0M |
| GoalFusion Wealth Management, LLC | 1.60% | Add +1.3% | 11,299 | $2.9M |
| Hexagon Capital Partners LLC | 0.55% | Reduce -0.6% | 11,283 | $2.9M |
| Wealthspan Partners, LLC | 1.35% | Reduce -4.0% | 11,275 | $2.9M |
| Objective Capital Management, LLC | 3.71% | Reduce -0.4% | 11,240 | $2.9M |
| Center for Financial Planning, Inc. | 0.37% | Add +111.5% | 11,212 | $2.9M |
| Duncan Williams Asset Management, LLC | 1.05% | Add +0.7% | 11,197 | $2.9M |
| VestGen Investment Management | 2.18% | Reduce -38.0% | 11,187 | $2.9M |
| Sensible Financial Planning & Management, LLC. | 0.57% | New | 11,136 | $2.9M |
| NWF Advisory Services Inc. | 0.40% | Reduce -0.9% | 11,112 | $2.9M |
| Simplicity Wealth,LLC | 0.22% | Add +39.2% | 11,035 | $2.9M |
| Meridian Wealth Management, LLC | 0.14% | Add +0.3% | 11,033 | $2.9M |
| Cyndeo Wealth Partners, LLC | 0.19% | Add +3.0% | 10,924 | $2.8M |
| Lane & Associates LLC | 1.52% | Reduce -3.3% | 10,916 | $2.8M |
| Financial Freedom, LLC | 1.62% | Reduce -0.8% | 10,894 | $2.8M |
| Strategic Family Wealth Counselors, L.L.C. | 0.91% | Reduce -1.4% | 10,864 | $2.8M |
| CWS Financial Advisors, LLC | 0.89% | Add +4.8% | 10,864 | $2.8M |
| Fusion Family Wealth, LLC | 0.26% | Reduce -1.0% | 10,855 | $2.8M |
| Antonelli Financial Advisors, LLC | 2.25% | Reduce -74.1% | 10,795 | $2.8M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +7.8% | 10,793 | $2.8M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +7.8% | 10,793 | $2.8M |
| Revolve Wealth Partners, LLC | 0.40% | Reduce -2.2% | 10,775 | $2.8M |
| PFG Advisors | 0.16% | Add +0.9% | 10,756 | $2.8M |
| Main Street Financial Solutions, LLC | 0.24% | Add +17.9% | 10,668 | $2.8M |
| Valtinson Bruner Financial Planning LLC | 0.93% | Add +1.8% | 10,645 | $2.8M |
| BlackRock, Inc. | 0.00% | Add +1.1% | 10,636 | $2.8M |
| Fiera Capital Corp | 0.01% | No change | 10,623 | $2.7M |
| Legacy PCG, LLC | 1.93% | Add +3.4% | 10,585 | $2.7M |
| Conning Inc. | 0.10% | No change | 10,535 | $2.7M |
| Kingswood Wealth Advisors, LLC | 0.25% | Reduce -14.9% | 10,519 | $2.7M |
| Encompass Wealth Advisors, LLC | 1.10% | Add +0.6% | 10,491 | $2.7M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.41% | Reduce -2.4% | 10,510 | $2.7M |
| Krilogy Financial LLC | 0.17% | Reduce -1.7% | 10,409 | $2.7M |
| Scott & Selber, Inc. | 0.86% | Add +2.7% | 10,378 | $2.7M |
| AlTi Global, Inc. | 0.07% | Reduce -11.0% | 10,351 | $2.7M |
| Ridgewood Investments LLC | 1.25% | Add +8.0% | 10,347 | $2.7M |
| Balentine LLC | 0.11% | Add +103.9% | 10,309 | $2.7M |
| Beckerman Institutional, LLC | 1.93% | Add +9.9% | 10,297 | $2.7M |
| American Money Management, LLC | 0.50% | Reduce -2.9% | 10,286 | $2.7M |
| Duncker Streett & Co. Inc. | 0.53% | Add +0.2% | 10,282 | $2.7M |
| Seamount Financial Group Inc. | 1.80% | Add +5.9% | 10,248 | $2.7M |
| PCA Investment Advisory Services Inc. | 1.40% | Add +4.9% | 10,215 | $2.6M |
| Retirement Planning Co of New England, Inc. | 1.31% | Reduce -2.3% | 10,178 | $2.6M |
| PFW Advisors LLC | 0.82% | Add +0.9% | 10,173 | $2.6M |
| Soltis Investment Advisors LLC | 0.23% | Add +4.8% | 10,152 | $2.6M |
| UMB Bank, n.a. | 0.04% | Reduce -0.6% | 10,147 | $2.6M |
| BCM Advisors, LLC | 0.59% | Add +7.5% | 10,061 | $2.6M |
| Investor's Fiduciary Advisor Network, LLC | 1.24% | Reduce -6.3% | 10,138 | $2.6M |
| AAF Wealth Management, LLC | 1.40% | Reduce -14.4% | 10,058 | $2.6M |
| IFS Advisors, LLC | 2.10% | Add +5.4% | 10,013 | $2.6M |
| Maltin Wealth Management, Inc. | 1.22% | Add +6.1% | 10,007 | $2.6M |
| Focus Financial Network, Inc. | 0.11% | Reduce -1.4% | 9,987 | $2.6M |
| Accredited Wealth Management, LLC | 2.17% | Add +14.8% | 9,914 | $2.6M |
| Haverford Trust Co | 0.03% | Add +4.1% | 9,870 | $2.6M |
| Goelzer Investment Management, Inc. | 0.15% | Reduce -1.4% | 9,864 | $2.6M |
| Joel Adams & Associates, Inc. | 2.29% | Reduce -2.7% | 9,846 | $2.5M |
| Transcend Capital Advisors, LLC | 0.18% | Reduce -2.9% | 9,842 | $2.5M |
| West Bancorporation Inc. | 1.73% | Add +21.8% | 9,831 | $2.5M |
| Flputnam Investment Management Co. | 0.05% | Add +17.2% | 9,817 | $2.5M |
| Mason & Associates Inc | 0.63% | Add +6.7% | 9,796 | $2.5M |
| Plan A Wealth LLC | 1.95% | Reduce -22.2% | 9,749 | $2.5M |
| Linscomb Wealth, Inc. | 0.13% | Add +0.7% | 9,740 | $2.5M |
| Eclectic Associates Inc. | 0.67% | Add +1.0% | 9,738 | $2.5M |
| Abbot Financial Management, Inc. | 1.30% | Reduce -1.1% | 9,690 | $2.5M |
| CWA Asset Management Group, LLC | 0.12% | Add +307.9% | 9,610 | $2.5M |
| REDW Wealth LLC | 0.92% | Reduce -3.5% | 9,607 | $2.5M |
| SWP Financial LLC | 1.52% | Reduce -2.7% | 9,599 | $2.5M |
| Clear Creek Financial Management, LLC | 0.26% | Add +106.4% | 9,598 | $2.5M |
| High Net Worth Advisory Group LLC | 0.70% | Add +1.1% | 9,569 | $2.5M |
| Fiduciary Trust Co | 0.03% | Reduce -6.3% | 9,564 | $2.5M |
| FreeGulliver LLC | 1.25% | Reduce -3.8% | 9,561 | $2.5M |
| Welch & Forbes LLC | 0.03% | Reduce -0.6% | 9,540 | $2.5M |
| Transcendent Capital Group LLC | 1.38% | Add +3.0% | 9,462 | $2.4M |
| Investment Partners, LTD. | 1.01% | Reduce -3.5% | 9,449 | $2.4M |
| Missouri Trust & Investment Co | 0.85% | Reduce -3.3% | 9,389 | $2.4M |
| Boyd Wealth Management, LLC | 1.21% | Add +10.4% | 9,365 | $2.4M |
| Columbus Macro, LLC | 0.32% | No change | 9,332 | $2.4M |
| Capital Advisors Wealth Management, LLC | 0.43% | Reduce -27.3% | 9,323 | $2.4M |
| New Perspectives, Inc | 1.29% | Reduce -3.5% | 9,316 | $2.4M |
| Robertson Stephens Wealth Management, LLC | 0.09% | Add +5.5% | 9,290 | $2.4M |
| Pension & Wealth Management Advisors, Inc. | 0.89% | Add +47.6% | 9,283 | $2.4M |
| Sound View Wealth Advisors Group, LLC | 0.20% | Reduce -3.3% | 9,280 | $2.4M |
| Montis Financial, LLC | 0.70% | Add +44.2% | 9,254 | $2.4M |
| Thoroughbred Financial Services, LLC | 0.15% | Add +8.6% | 9,234 | $2.4M |
| Wells Financial Advisors INC | 3.28% | Add +2.1% | 9,195 | $2.4M |
| Sincerus Advisory, LLC | 2.51% | Add +57.6% | 9,184 | $2.4M |
| Independent Financial Group, LLC | 0.08% | Add +5.9% | 9,150 | $2.4M |
| Farmers & Merchants Investments Inc. | 0.07% | Reduce -0.1% | 9,134 | $2.4M |
| Flagstar Securities, Inc. | 0.60% | Reduce -8.1% | 9,126 | $2.4M |
| CM Wealth Advisors LLC | 0.75% | No change | 9,100 | $2.4M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +18.4% | 9,084 | $2.3M |
| Washington Trust Bank | 0.24% | Add +350.3% | 9,082 | $2.3M |
| Debussy Capital Management LP | 0.38% | Add +0.1% | 9,079 | $2.3M |
| Apex Wealth Management, LLC | 2.10% | Reduce -4.2% | 9,044 | $2.3M |
| Brown Brothers Harriman & Co. | 0.02% | Add +6.6% | 8,973 | $2.3M |
| Dogwood Wealth Management LLC | 1.22% | No change | 8,970 | $2.3M |
| Frank, Rimerman Advisors LLC | 0.18% | Reduce -4.7% | 8,959 | $2.3M |
| Topel & Distasi Wealth Management, LLC | 1.08% | Reduce -17.2% | 8,944 | $2.3M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +24.2% | 8,907 | $2.3M |
| Index Fund Advisors, Inc. | 0.14% | Add +0.4% | 8,892 | $2.3M |
| Crux Wealth Advisors | 1.19% | Reduce -2.5% | 8,860 | $2.3M |
| West Financial Advisors, LLC | 0.43% | Add +1.8% | 8,838 | $2.3M |
| Intergy Private Wealth, LLC | 0.86% | Add +8.5% | 8,771 | $2.3M |
| Intellectus Partners, LLC | 0.56% | Reduce -2.7% | 8,719 | $2.3M |
| Fingerlakes Wealth Management, Inc. | 1.91% | Reduce -1.2% | 8,702 | $2.3M |
| Certified Advisory Corp | 0.25% | Add +1.9% | 8,671 | $2.2M |
| Mosaic Family Wealth Partners, LLC | 0.32% | Add +1.6% | 8,670 | $2.2M |
| N.E.W. Advisory Services LLC | 0.17% | Add +10.4% | 8,669 | $2.2M |
| Graves Light Lenhart Wealth, Inc. | 0.27% | Add +1.1% | 8,564 | $2.2M |
| Trust Co. of Vermont | 0.11% | Add +2.9% | 8,558 | $2.2M |
| IFG Advisors, LLC | 0.43% | Reduce -5.5% | 8,547 | $2.2M |
| St. Louis Trust Co | 0.32% | Reduce -25.6% | 8,533 | $2.2M |
| Brio Consultants, LLC | 0.34% | Reduce -30.0% | 8,470 | $2.2M |
| Advisor Resource Council | 0.18% | New | 8,443 | $2.2M |
| Aureus Asset Management, LLC | 0.15% | Add +4.2% | 8,432 | $2.2M |
| Interactive Financial Advisors, Inc. | 1.15% | Reduce -0.5% | 8,428 | $2.2M |
| Defined Wealth Management, LLC | 1.46% | Reduce -2.2% | 8,419 | $2.2M |
| SeaCrest Wealth Management, LLC | 0.25% | Add +2.5% | 8,379 | $2.2M |
| Heritage Wealth Advisors | 0.11% | Reduce -0.3% | 8,372 | $2.2M |
| DeDora Capital, Inc. | 0.62% | Add +0.5% | 8,362 | $2.2M |
| Columbia Asset Management | 0.44% | Reduce -0.5% | 8,356 | $2.2M |
| Sheets Smith Wealth Management | 0.27% | Reduce -25.2% | 8,352 | $2.2M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Add +20.9% | 8,347 | $2.2M |
| Northern Capital Management, Inc. | 1.41% | Add +8.8% | 8,346 | $2.2M |
| Mittelman Wealth Management | 1.94% | Add +8.2% | 8,332 | $2.2M |
| ERn Financial, LLC | 0.34% | Reduce -5.0% | 8,329 | $2.2M |
| New Century Financial Group, LLC | 2.45% | Add +6.5% | 8,188 | $2.1M |
| Essex Bank | 0.52% | Reduce -0.2% | 8,187 | $2.1M |
| Highland Capital Management, LLC | 0.13% | Add +11.2% | 8,165 | $2.1M |
| Dana Investment Advisors, Inc. | 0.08% | Reduce -2.1% | 8,149 | $2.1M |
| Wealth Dimensions Group, Ltd. | 0.50% | Add +2.0% | 8,131 | $2.1M |
| LexAurum Advisors, LLC | 0.41% | Add +12.7% | 8,114 | $2.1M |
| Lodestar Private Asset Management LLC | 0.26% | Add +10.1% | 8,112 | $2.1M |
| Financial Advocates Investment Management | 0.15% | Reduce -10.8% | 8,088 | $2.1M |
| Garden State Investment Advisory Services LLC | 0.67% | Add +57.2% | 8,083 | $2.1M |
| Great Lakes Advisors, LLC | 0.02% | Add +27.5% | 8,080 | $2.1M |
| Bridgewater Advisors Inc. | 0.18% | New | 8,148 | $2.1M |
| Shepherd Kaplan Krochuk, LLC | 1.77% | Add +0.5% | 7,984 | $2.1M |
| Hilltop Holdings Inc. | 0.13% | Reduce -1.4% | 7,975 | $2.1M |
| Vident Advisory, LLC | 0.03% | Reduce -70.2% | 7,969 | $2.1M |
| Boston Family Office LLC | 0.15% | Add +20.0% | 7,962 | $2.1M |
| Wood Tarver Financial Group, LLC | 0.67% | Reduce -32.6% | 7,908 | $2.0M |
| Chatham Capital Group, Inc. | 0.34% | Add +3.3% | 7,905 | $2.0M |
| Atlanta Consulting Group Advisors, LLC | 0.60% | Add +52.7% | 7,883 | $2.0M |
| Gotham Asset Management | 0.02% | Add +125.5% | 7,857 | $2.0M |
| CreativeOne Wealth, LLC | 0.06% | Add +71.1% | 7,855 | $2.0M |
| Patten Group, Inc. | 0.46% | Reduce -4.2% | 7,827 | $2.0M |
| Pitcairn Co. | 0.12% | No change | 7,825 | $2.0M |
| Howland Capital Management LLC | 0.09% | Reduce -28.4% | 7,800 | $2.0M |
| VeraBank, N.A. | 0.56% | Add +19.1% | 7,781 | $2.0M |
| AQR Capital Management | 0.00% | Add +52.3% | 7,758 | $2.0M |
| Argonautica Private Wealth Management, Inc. | 0.69% | Reduce -0.4% | 7,738 | $2.0M |
| First Foundation Advisors | 0.08% | Reduce -28.2% | 7,733 | $2.0M |
| Modus Advisors, LLC | 0.65% | Reduce -3.8% | 7,727 | $2.0M |
| Planning Directions Inc. | 0.85% | Reduce -1.8% | 7,664 | $2.0M |
| Endeavor Private Wealth, Inc. | 1.08% | New | 7,664 | $2.0M |
| Portland Financial Advisors Inc | 5.05% | Reduce -1.1% | 7,636 | $2.0M |
| InTrack Investment Management Inc | 1.79% | Add +53.5% | 7,627 | $2.0M |
| Anchor Investment Management, LLC | 0.18% | Reduce -0.5% | 7,607 | $2.0M |
| Peak Asset Management, LLC | 0.37% | Reduce -23.0% | 7,598 | $2.0M |
| Wetzel Investment Advisors, Inc. | 0.99% | Add +15.0% | 7,579 | $2.0M |
| Affiance Financial, LLC | 0.46% | Add +8.4% | 7,568 | $2.0M |
| Covington Investment Advisors Inc. | 0.30% | Add +2.7% | 7,567 | $2.0M |
| New Covenant Trust Company, N.A. | 2.06% | Reduce -0.2% | 7,591 | $2.0M |
| Bragg Financial Advisors, Inc | 0.08% | Add +4.2% | 7,497 | $1.9M |
| Plimoth Trust Co. LLC | 0.50% | Add +33.7% | 7,487 | $1.9M |
| Oxford Financial Group, LTD. LLC | 0.14% | Add +0.1% | 7,457 | $1.9M |
| Callan Capital, LLC | 0.14% | Add +6.9% | 7,453 | $1.9M |
| LongView Wealth Management | 0.58% | Add +20.0% | 7,444 | $1.9M |
| Gibson Capital, LLC | 0.40% | No change | 7,438 | $1.9M |
| Fifth Third Wealth Advisors LLC | 0.10% | Add +82.3% | 7,410 | $1.9M |
| South Plains Financial, Inc. | 1.49% | Reduce -0.3% | 7,406 | $1.9M |
| JFS Wealth Advisors, LLC | 0.13% | Add +1.8% | 7,400 | $1.9M |
| Stablepoint Partners, LLC | 0.35% | Add +4.4% | 7,394 | $1.9M |
| Yukon Wealth Management, Inc. | 0.79% | — | 7,392 | $1.9M |
| Monograph Wealth Advisors, LLC | 0.26% | No change | 7,342 | $1.9M |
| Watershed Private Wealth LLC | 0.76% | Reduce -2.3% | 7,338 | $1.9M |
| Victory Financial Group, LLC | 0.36% | Reduce -37.3% | 7,337 | $1.9M |
| Summit Financial Strategies, Inc. | 0.19% | Add +13.6% | 7,325 | $1.9M |
| Sentinel Pension Advisors, LLC | 0.35% | Reduce -4.6% | 7,313 | $1.9M |
| Tritonpoint Wealth, LLC | 0.18% | Add +66.1% | 7,302 | $1.9M |
| Pandora Wealth, Inc. | 1.24% | — | 7,282 | $1.9M |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.2% | 7,257 | $1.9M |
| Leelyn Smith, LLC | 0.33% | No change | 7,243 | $1.9M |
| Petix & Botte Co | 0.49% | Reduce -5.8% | 7,239 | $1.9M |
| PFG Investments, LLC | 0.12% | Add +3.5% | 7,233 | $1.9M |
| Reliant Investment Partners, LLC | 1.90% | Add +0.1% | 7,212 | $1.9M |
| Ironwood Investment Counsel, LLC | 0.32% | Add +60.6% | 7,205 | $1.9M |
| Capital Analysts, LLC | 0.07% | Add +19.9% | 7,154 | $1.9M |
| Wisconsin Wealth Advisors, LLC | 2.64% | Add +1.9% | 7,118 | $1.8M |
| Dorsey & Whitney Trust CO LLC | 0.11% | No change | 7,113 | $1.8M |
| Yarger Wealth Strategies, LLC | 1.07% | Add +0.4% | 7,098 | $1.8M |
| Afg Fiduciary Services Limited Partnership | 1.35% | Add +14.7% | 7,438 | $1.8M |
| Keystone Global Partners, LLC | 1.29% | — | 7,094 | $1.8M |
| Richmond Investment Services, LLC | 1.00% | Reduce -41.8% | 7,085 | $1.8M |
| Plancorp, LLC | 0.07% | Add +66.4% | 7,077 | $1.8M |
| Camelot Portfolios, LLC | 1.13% | Add +21.0% | 7,009 | $1.8M |
| Brown Miller Wealth Management, LLC | 0.62% | Reduce -43.0% | 6,933 | $1.8M |
| Allegiance Financial Group Advisory Services LLC | 0.54% | Reduce -7.4% | 6,904 | $1.8M |
| Sax Wealth Advisors, LLC | 0.13% | Add +15.7% | 6,898 | $1.8M |
| Ironwood Financial, llc | 0.38% | Reduce -1.6% | 6,873 | $1.8M |
| Next Level Private LLC | 0.66% | Reduce -0.1% | 6,864 | $1.8M |
| Capital Advisory Group Advisory Services, LLC | 0.68% | Reduce -3.3% | 6,843 | $1.8M |
| Perennial Investment Advisors, LLC | 0.20% | Add +1.3% | 6,840 | $1.8M |
| Sandy Spring Bank | 0.07% | Add +5.8% | 6,841 | $1.8M |
| Private Trust Co. NA | 0.18% | Reduce -9.5% | 6,833 | $1.8M |
| Sachetta, LLC | 0.72% | Add +3.8% | 6,808 | $1.8M |
| Fermata Advisors, LLC | 0.32% | Add +4.4% | 6,799 | $1.8M |
| Kohmann Bosshard Financial Services, LLC | 0.21% | No change | 6,776 | $1.8M |
| Harbor Group, Inc. | 0.35% | Reduce -11.4% | 6,767 | $1.8M |
| RMR Capital Management, LLC | 1.26% | Add +4.0% | 6,760 | $1.7M |
| Sand Hill Global Advisors, LLC | 0.07% | Add +50.3% | 6,752 | $1.7M |
| Empower Advisory Group, LLC | 0.01% | Reduce -92.4% | 6,708 | $1.7M |
| Rehmann Capital Advisory Group | 0.11% | Add +13.8% | 6,685 | $1.7M |
| Lincoln Capital Corp. | 0.72% | Add +1.5% | 6,660 | $1.7M |
| CHB Investment Group, LLC | 0.91% | Reduce -2.9% | 6,650 | $1.7M |
| Grange Capital, LLC | 2.00% | Add +1.3% | 6,643 | $1.7M |
| Williams Jones Wealth Management, LLC. | 0.02% | Add +6.9% | 6,610 | $1.7M |
| Ofc Financial Planning, LLC | 1.91% | Reduce -2.0% | 6,537 | $1.7M |
| First County Bank | 0.93% | Add +14.6% | 6,523 | $1.7M |
| Rockwood Wealth Management, LLC | 0.17% | Add +17.5% | 6,517 | $1.7M |
| waypoint wealth counsel | 1.05% | Add +12.2% | 6,473 | $1.7M |
| Courier Capital LLC | 0.11% | Add +5.6% | 6,467 | $1.7M |
| Kelleher Financial Advisors | 0.66% | Add +8.8% | 6,439 | $1.7M |
| Russell Investments Group, Ltd. | 0.00% | Add +269.5% | 6,429 | $1.7M |
| Fortis Capital Management LLC | 0.32% | Add +0.9% | 6,388 | $1.7M |
| Atlas Capital Advisors Inc. | 0.21% | No change | 6,383 | $1.7M |
| Viawealth, LLC | 1.02% | Reduce -1.9% | 6,377 | $1.6M |
| Royal Fund Management, LLC | 0.20% | Add +2.6% | 6,291 | $1.6M |
| Compass Ion Advisors, LLC | 0.19% | Reduce -3.0% | 6,355 | $1.6M |
| Bangor Savings Bank | 0.16% | Reduce -25.6% | 6,352 | $1.6M |
| Hidden Cove Wealth Management, LLC | 1.30% | Add +5.2% | 6,347 | $1.6M |
| Lanark Financial, Inc. | 0.14% | — | 6,342 | $1.6M |
| Evergreen Capital Management LLC | 0.05% | No change | 6,328 | $1.6M |
| Stevens Capital Partners | 0.77% | Reduce -17.4% | 6,327 | $1.6M |
| PGIM Custom Harvest LLC | 0.04% | Add +0.7% | 6,322 | $1.6M |
| Ami Investment Management Inc. | 0.53% | Add +12.4% | 6,318 | $1.6M |
| Laraway Financial Advisors Inc | 1.29% | Add +5.2% | 6,297 | $1.6M |
| Members Wealth LLC | 1.22% | Add +5.4% | 6,274 | $1.6M |
| SageView Advisory Group, LLC | 0.07% | Add +4.4% | 6,239 | $1.6M |
| Appleton Partners Inc. | 0.12% | Reduce -27.0% | 6,234 | $1.6M |
| Nicolet Bankshares Inc. | 0.32% | Add +33.3% | 6,220 | $1.6M |
| MidAtlantic Capital Management, Inc. | 1.26% | Add +29.2% | 6,211 | $1.6M |
| Romano Brothers and Company | 0.21% | Add +2.7% | 6,205 | $1.6M |
| Renaissance Technologies | 0.00% | Reduce -83.9% | 6,200 | $1.6M |
| Hurlow Wealth Management Group, Inc. | 0.50% | Reduce -7.8% | 6,197 | $1.6M |
| Midland Wealth Advisors, LLC | 0.09% | Reduce -0.8% | 6,193 | $1.6M |
| Segment Wealth Management, LLC | 0.11% | Add +0.1% | 6,193 | $1.6M |
| Strata Wealth Advisors, LLC | 0.50% | Add +1.3% | 6,178 | $1.6M |
| Security Financial Services, INC. | 0.32% | Add +1.4% | 6,164 | $1.6M |
| Baker Tilly Wealth Management, LLC | 0.62% | Add +12.8% | 6,105 | $1.6M |
| Mascagni Wealth Management, Inc. | 1.56% | No change | 6,068 | $1.6M |
| Spire Wealth Management | 0.05% | Reduce -4.1% | 6,066 | $1.6M |
| Checchi Capital Advisers, LLC | 0.11% | Reduce -0.4% | 6,050 | $1.6M |
| Adirondack Trust Co. | 0.61% | No change | 6,038 | $1.6M |
| Sapient Capital LLC | 0.03% | Reduce -25.3% | 5,975 | $1.5M |
| Charles Schwab Trust Co | 0.13% | Reduce -24.0% | 5,968 | $1.5M |
| Advisor OS, LLC | 0.18% | Add +55.7% | 5,948 | $1.5M |
| Clarity Capital Advisors, LLC | 1.01% | Add +0.3% | 5,933 | $1.5M |
| Medallion Wealth Advisors, LLC | 0.70% | Add +17.7% | 5,911 | $1.5M |
| BOS Asset Management, LLC | 0.53% | Reduce -0.3% | 5,899 | $1.5M |
| Secure Asset Management, LLC | 0.31% | Reduce -54.1% | 5,886 | $1.5M |
| Opulen Financial Group LLC | 1.38% | Reduce -0.3% | 5,881 | $1.5M |
| Atlantic Union Bankshares Corp | 0.09% | Add +3.1% | 5,880 | $1.5M |
| McKinley Carter Wealth Services, Inc. | 0.09% | Reduce -2.7% | 5,855 | $1.5M |
| SoundView Advisors Inc. | 0.62% | Add +0.1% | 5,832 | $1.5M |
| Addison Advisors LLC | 0.41% | Reduce -0.3% | 5,811 | $1.5M |
| Affinity Capital Advisors, LLC | 0.30% | Add +12.4% | 6,168 | $1.5M |
| Aspen Investment Management Inc | 0.69% | Add +0.1% | 5,807 | $1.5M |
| Droms Strauss Advisors Inc. /Mo/ | 0.51% | Add +0.1% | 5,779 | $1.5M |
| MJP Associates Inc. | 0.27% | Add +54.2% | 5,768 | $1.5M |
| Clear Harbor Asset Management, LLC | 0.12% | No change | 5,735 | $1.5M |
| Mustard Seed Financial, LLC | 1.17% | Add +4.2% | 5,626 | $1.5M |
| Vista Investment Management | 0.56% | Reduce -0.2% | 5,559 | $1.4M |
| Bridgewealth Advisory Group, LLC | 1.89% | Reduce -78.8% | 5,548 | $1.4M |
| Forefront Wealth Partners, LLC | 0.97% | Add +1.1% | 5,537 | $1.4M |
| Garrison Point Advisors, LLC | 0.69% | Add +9.3% | 5,534 | $1.4M |
| Chandler Asset Management, Inc. | 0.27% | No change | 5,533 | $1.4M |
| Interchange Capital Partners, LLC | 0.40% | Reduce -0.2% | 5,507 | $1.4M |
| Marks Group Wealth Management, Inc | 0.14% | Reduce -0.0% | 5,490 | $1.4M |
| NBT Bank, N.A. | 0.10% | Reduce -5.6% | 5,486 | $1.4M |
| Truepoint, Inc. | 0.04% | Reduce -1.1% | 5,480 | $1.4M |
| Biltmore Family Office, LLC | 0.24% | Add +5.8% | 5,478 | $1.4M |
| Mayport, LLC | 0.39% | No change | 5,470 | $1.4M |
| Landmark Wealth Management, LLC | 0.62% | Add +0.3% | 5,457 | $1.4M |
| FDx Advisors, Inc. | 0.46% | Reduce -73.2% | 5,447 | $1.4M |
| Synergy Financial Group, LTD | 1.26% | Add +27.0% | 5,431 | $1.4M |
| Alpha Cubed Investments, LLC | 0.06% | Add +11.7% | 5,429 | $1.4M |
| Ritholtz Wealth Management | 0.04% | Reduce -1.6% | 5,413 | $1.4M |
| Fiduciary Family Office, LLC | 0.46% | New | 5,403 | $1.4M |
| B & T Capital Management DBA Alpha Capital Management | 0.26% | Reduce -8.4% | 5,389 | $1.4M |
| Heritage Wealth Management, Inc. | 0.47% | Add +4.2% | 5,386 | $1.4M |
| Yoffe Investment Management, LLC | 2.03% | Reduce -0.0% | 5,344 | $1.4M |
| Etesian Wealth Advisors, Inc. | 0.59% | Reduce -1.9% | 5,336 | $1.4M |
| Riverbend Wealth Management, LLC | 1.23% | Reduce -0.7% | 5,321 | $1.4M |
| Silver Oak Securities, Incorporated | 0.13% | Add +0.6% | 5,344 | $1.4M |
| OLIO Financial Planning | 0.47% | Add +0.6% | 5,311 | $1.4M |
| Inspirion Wealth Advisors, LLC | 0.19% | Add +0.0% | 5,283 | $1.4M |
| Smartleaf Asset Management LLC | 0.13% | Add +21.8% | 5,293 | $1.4M |
| Twin Focus Capital Partners, LLC | 0.21% | Add +0.4% | 5,225 | $1.4M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.10% | Reduce -1.6% | 5,210 | $1.3M |
| Trust Point Inc. | 0.12% | Add +31.4% | 5,207 | $1.3M |
| Florida Trust Wealth Management Co | 0.04% | Reduce -0.4% | 5,190 | $1.3M |
| TrueWealth Advisors, LLC | 0.44% | Reduce -1.1% | 5,153 | $1.3M |
| Adero Partners, LLC | 0.09% | Reduce -20.2% | 5,140 | $1.3M |
| Cypress Capital Group | 0.17% | Reduce -9.8% | 5,133 | $1.3M |
| Everhart Financial Group, Inc. | 0.18% | Reduce -3.1% | 5,132 | $1.3M |
| Crewe Advisors LLC | 0.19% | Add +2.8% | 5,113 | $1.3M |
| Bowman & Co S.C. | 0.65% | Add +11.7% | 5,098 | $1.3M |
| Callan Family Office, LLC | 0.10% | Add +12.4% | 5,090 | $1.3M |
| Taylor & Morgan Wealth Management, LLC | 0.99% | No change | 5,085 | $1.3M |
| Capstone Wealth Management Group, LLC | 0.75% | Reduce -31.8% | 5,071 | $1.3M |
| Foster Dykema Cabot & Partners, LLC | 0.11% | Reduce -0.5% | 5,071 | $1.3M |
| Mill Creek Capital Advisors, LLC | 0.03% | Reduce -0.1% | 5,067 | $1.3M |
| Coordinated Financial Services, Inc. | 1.02% | — | 5,042 | $1.3M |
| Beacon Financial Group | 0.14% | Reduce -8.7% | 5,040 | $1.3M |
| Mitchell Sinkler & Starr | 0.36% | Add +4.7% | 5,023 | $1.3M |
| Fairview Capital Investment Management, LLC | 0.07% | Add +20.5% | 4,974 | $1.3M |
| Ramsay, Stattman, Vela & Price, Inc. | 0.24% | Add +0.4% | 4,973 | $1.3M |
| Nvest Financial, LLC | 0.69% | Add +1.0% | 4,968 | $1.3M |
| Voisard Asset Management Group, Inc. | 0.38% | Reduce -1.5% | 4,967 | $1.3M |
| Whalen Wealth Management Inc. | 0.86% | New | 4,964 | $1.3M |
| Stonebridge Financial Planning Group, LLC | 0.59% | Add +8.5% | 4,956 | $1.3M |
| Portland Global Advisors LLC | 0.16% | Reduce -2.0% | 4,929 | $1.3M |
| Proffitt & Goodson Inc. | 0.21% | Add +0.7% | 4,918 | $1.3M |
| Bryn Mawr Trust Advisors, LLC | 0.08% | Reduce -54.8% | 4,912 | $1.3M |
| 17 Capital Partners, LLC | 0.81% | Add +14.5% | 4,908 | $1.3M |
| FF Advisors,LLC | 0.73% | Reduce -16.8% | 4,868 | $1.3M |
| Morningstar Investment Services LLC | 0.23% | Reduce -85.0% | 4,871 | $1.3M |
| Lloyd Advisory Services, LLC. | 0.63% | New | 4,846 | $1.3M |
| Swisher Financial Concepts, Inc. | 1.03% | Reduce -28.9% | 4,840 | $1.3M |
| Gilbert & Cook, Inc. | 0.18% | Reduce -2.6% | 4,836 | $1.3M |
| Sherman Asset Management, Inc. | 1.19% | Add +370.9% | 4,808 | $1.2M |
| GAMMA Investing LLC | 0.09% | Add +459.2% | 4,787 | $1.2M |
| Caitlin John, LLC | 1.21% | Reduce -30.9% | 4,772 | $1.2M |
| EagleClaw Capital Managment, LLC | 0.19% | No change | 4,765 | $1.2M |
| Strategies Wealth Advisors, LLC | 0.15% | Reduce -10.2% | 4,762 | $1.2M |
| Trajan Wealth LLC | 0.07% | Reduce -2.8% | 4,758 | $1.2M |
| Savvy Advisors, Inc. | 0.12% | Add +20.9% | 4,746 | $1.2M |
| Journey Advisory Group, LLC | 0.10% | Reduce -39.6% | 4,727 | $1.2M |
| FineMark National Bank & Trust | 0.04% | Add +11.5% | 4,705 | $1.2M |
| Fisher Asset Management | 0.00% | Add +7.0% | 4,705 | $1.2M |
| Advisory Research Inc. | 0.21% | Reduce -8.0% | 4,688 | $1.2M |
| Mosaic Financial Group, LLC | 0.98% | Add +0.1% | 4,665 | $1.2M |
| Southland Equity Partners LLC | 0.28% | Add +1.2% | 4,650 | $1.2M |
| HM Payson & Co. | 0.02% | Reduce -1.6% | 4,636 | $1.2M |
| Stillwater Capital Advisors, LLC | 0.17% | Add +0.5% | 4,603 | $1.2M |
| Koss-Olinger Consulting, LLC | 0.10% | New | 4,569 | $1.2M |
| Old National Bancorp | 0.03% | Add +21.8% | 4,558 | $1.2M |
| KPP Advisory Services LLC | 0.22% | Reduce -13.9% | 4,550 | $1.2M |
| Golden State Wealth Management, LLC | 0.17% | Add +7.7% | 4,483 | $1.2M |
| New England Private Wealth Advisors LLC | 0.18% | Add +2.0% | 4,452 | $1.2M |
| Montecito Bank & Trust | 0.20% | Reduce -2.7% | 4,444 | $1.1M |
| Randolph Co Inc | 0.13% | Reduce -1.5% | 4,442 | $1.1M |
| Harbor Investment Advisory, LLC | 0.11% | Reduce -30.5% | 4,430 | $1.1M |
| Wealth Architects, LLC | 0.13% | Add +3.5% | 4,430 | $1.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.04% | Reduce -12.4% | 4,424 | $1.1M |
| Measured Wealth Private Client Group, LLC | 0.37% | No change | 4,400 | $1.1M |
| Empowered Funds, LLC | 0.02% | Add +7.1% | 4,396 | $1.1M |
| Asset Dedication, LLC | 0.09% | Reduce -33.1% | 4,393 | $1.1M |
| High Note Wealth, LLC | 0.28% | Reduce -1.1% | 4,384 | $1.1M |
| Western Wealth Management, LLC | 0.08% | Reduce -42.6% | 4,381 | $1.1M |
| 3Chopt Investment Partners, LLC | 0.30% | New | 4,368 | $1.1M |
| Sachem Hill LLC | 0.22% | No change | 4,360 | $1.1M |
| Allegheny Financial Group | 0.29% | Add +8.7% | 4,353 | $1.1M |
| ARK & TLK Investments, LLC | 0.40% | Reduce -2.0% | 4,351 | $1.1M |
| Beaumont Financial Advisors, LLC | 0.09% | Reduce -38.3% | 4,347 | $1.1M |
| Farmers National Bank | 0.32% | Reduce -1.0% | 4,342 | $1.1M |
| TFB Advisors LLC | 0.32% | Reduce -0.7% | 4,332 | $1.1M |
| Cornerstone Wealth Group, LLC | 0.09% | Reduce -2.3% | 4,332 | $1.1M |
| Omega Financial Group, LLC | 0.43% | Add +0.2% | 4,322 | $1.1M |
| Mogy Joel R Investment Counsel Inc. | 0.07% | No change | 4,305 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.06% | Reduce -3.8% | 4,264 | $1.1M |
| Farnam Financial LLC | 1.12% | Add +0.0% | 4,260 | $1.1M |
| Bluestem Financial Advisors, LLC | 0.51% | Add +0.2% | 4,253 | $1.1M |
| Kellett Wealth Advisors, LLC | 0.76% | Reduce -2.8% | 4,248 | $1.1M |
| Bravias Capital Group, LLC | 0.89% | Add +4.7% | 4,229 | $1.1M |
| Ariadne Wealth Management, LP | 0.57% | No change | 4,159 | $1.1M |
| IFG Advisory, LLC | 0.06% | Reduce -7.3% | 4,220 | $1.1M |
| Cibc World Market Inc. | 0.00% | Reduce -0.5% | 4,205 | $1.1M |
| Safeguard Financial, LLC | 0.24% | Reduce -7.4% | 4,187 | $1.1M |
| Rockland Trust Co. | 0.05% | Reduce -1.8% | 4,172 | $1.1M |
| Consolidated Portfolio Review Corp | 0.17% | Reduce -0.9% | 4,170 | $1.1M |
| Aspen Grove Capital, LLC | 0.21% | Add +1.8% | 4,154 | $1.1M |
| Atlas Legacy Advisors, LLC | 0.27% | Reduce -4.0% | 4,150 | $1.1M |
| Birch Hill Investment Advisors LLC | 0.05% | Add +2.0% | 4,147 | $1.1M |
| TFC Financial Management, Inc. | 0.16% | Add +0.3% | 4,145 | $1.1M |
| Centricity Wealth Management, LLC | 0.97% | Add +17.7% | 4,141 | $1.1M |
| CJM Wealth Advisers, Ltd. | 0.38% | Add +0.2% | 4,139 | $1.1M |
| CFS Investment Advisory Services, LLC | 0.10% | Add +33.5% | 4,128 | $1.1M |
| Earnest Partners LLC | 0.01% | New | 4,106 | $1.1M |
| Peoples Financial Services Corp. | 0.51% | Add +2.8% | 4,103 | $1.1M |
| Delta Financial Advisors LLC | 0.40% | Add +0.2% | 4,098 | $1.1M |
| Simon Quick Advisors, LLC | 0.06% | Reduce -3.6% | 4,084 | $1.1M |
| Liberty Square Wealth Partners LLC | 0.40% | Add +0.8% | 4,078 | $1.1M |
| Talon Private Wealth, LLC | 0.14% | Add +843.2% | 4,018 | $1.1M |
| Revisor Wealth Management LLC | 0.47% | Add +8.7% | 4,049 | $1.0M |
| Michael A. Dubis Financial Planning, LLC | 1.02% | No change | 4,049 | $1.0M |
| Coastline Trust Co | 0.13% | No change | 4,049 | $1.0M |
| First Trust Advisors LP | 0.00% | Add +25.9% | 4,037 | $1.0M |
| Chapin Davis, Inc. | 0.36% | Reduce -3.6% | 4,035 | $1.0M |
| Aire Advisors, LLC | 0.22% | Add +0.1% | 4,026 | $1.0M |
| Fort Sheridan Advisors LLC | 0.16% | No change | 4,025 | $1.0M |
| Lutz Financial Services LLC | 0.08% | Reduce -19.5% | 4,004 | $1.0M |
| Stephen J. Garry & Associates, LLC | 0.97% | Add +2.0% | 3,995 | $1.0M |
| Donor Advised Charitable Giving, Inc. | 0.03% | No change | 3,987 | $1.0M |
| Good Steward Wealth Advisors,LLC | 0.94% | — | 3,983 | $1.0M |
| Aspiriant, LLC | 0.04% | Reduce -3.6% | 3,981 | $1.0M |
| Wernau Asset Management Inc. | 1.06% | No change | 3,960 | $1.0M |
| Longview Financial Advisors, Inc. | 0.88% | Reduce -2.1% | 3,957 | $1.0M |
| Lee, Kelleher & Klein Wealth Management | 0.75% | No change | 3,949 | $1.0M |
| Platform Technology Partners | 0.30% | Reduce -1.1% | 3,945 | $1.0M |
| Greenhouse Wealth Management, LLC | 0.76% | Reduce -3.1% | 3,942 | $1.0M |
| Hiley Hunt Wealth Management | 0.56% | Reduce -1.7% | 3,922 | $1.0M |
| German American Bancorp, Inc. | 0.11% | Reduce -15.0% | 3,921 | $1.0M |
| Novem Group | 0.14% | Add +2.4% | 3,915 | $1.0M |
| Sound Income Strategies, LLC | 0.06% | Add +5.2% | 3,896 | $1.0M |
| BluePointe Capital Management, LLC | 0.38% | New | 3,864 | $999K |
| Blue Bell Private Wealth Management, LLC | 0.19% | Add +46.1% | 3,853 | $996K |
| Acas, LLC | 0.76% | Reduce -1.9% | 3,872 | $995K |
| Triangle Securities Wealth Management | 0.26% | Reduce -2.5% | 3,845 | $994K |
| Optima Capital LLC | 0.63% | Add +52.3% | 3,807 | $985K |
| Summit Wealth Partners, LLC | 0.20% | Reduce -0.4% | 3,779 | $977K |
| RFG Holdings, Inc. | 0.32% | Add +4.5% | 3,750 | $971K |
| Fortitude Advisory Group L.L.C. | 0.70% | Reduce -8.0% | 3,984 | $971K |
| Kuhn & Co Investment Counsel | 0.82% | No change | 3,754 | $971K |
| OMNI 360 Wealth, Inc. | 0.65% | Reduce -2.3% | 3,744 | $968K |
| Carolinas Wealth Consulting LLC | 0.21% | Reduce -0.5% | 3,737 | $966K |
| LifePlan Financial, LLC | 0.84% | Add +4.8% | 3,733 | $965K |
| Murphy & Mullick Capital Management Corp | 0.93% | Reduce -7.2% | 3,713 | $960K |
| Hobbs Group Advisors, LLC | 0.36% | Reduce -1.7% | 3,710 | $959K |
| MilWealth Group LLC | 0.26% | Reduce -0.8% | 3,698 | $956K |
| WealthBridge Capital Management, LLC | 0.27% | Reduce -5.8% | 3,685 | $953K |
| Ardent Capital Management, Inc. | 0.41% | No change | 3,680 | $952K |
| Kennebec Savings Bank | 1.01% | Reduce -1.3% | 3,675 | $950K |
| Marotta Asset Management | 0.19% | No change | 3,601 | $950K |
| Kwmg, LLC | 0.10% | Reduce -3.0% | 3,667 | $948K |
| TFG Advisers LLC | 0.34% | Reduce -0.8% | 3,654 | $945K |
| Mission Wealth Management, LP | 0.02% | Reduce -0.9% | 3,653 | $945K |
| Evernest Financial Advisors, LLC | 0.34% | Reduce -3.1% | 3,643 | $942K |
| Clarius Group, LLC | 0.06% | No change | 3,637 | $940K |
| Dunhill Financial, LLC | 0.43% | New | 3,627 | $938K |
| Luminist Capital LLC | 1.01% | Add +3.9% | 3,614 | $938K |
| Seek First Inc. | 0.83% | — | 3,622 | $937K |
| Pallas Capital Advisors LLC | 0.04% | Add +3.9% | 3,606 | $933K |
| Summit Investment Advisory Services, LLC | 0.46% | Add +17.6% | 3,597 | $930K |
| Riverview Trust Co | 0.92% | No change | 3,592 | $929K |
| Florida Financial Advisors, LLC | 0.37% | Add +2.8% | 3,585 | $927K |
| International Assets Investment Management, LLC | 0.08% | Add +8.8% | 3,576 | $925K |
| Accredited Investors Inc. | 0.06% | Add +24.9% | 3,573 | $924K |
| StrongBox Wealth, LLC | 0.39% | Reduce -6.2% | 3,572 | $924K |
| Brookwood Investment Group LLC | 0.16% | — | 3,563 | $921K |
| Evanson Asset Management, LLC | 0.07% | Add +0.0% | 3,562 | $921K |
| Dynamic Wealth Strategies, LLC | 0.77% | New | 3,561 | $921K |
| Dohj, LLC | 0.21% | Reduce -15.7% | 3,557 | $920K |
| Madden Advisory Services, Inc. | 0.43% | Add +0.3% | 3,537 | $915K |
| Melone Private Wealth, LLC | 0.48% | Reduce -0.4% | 3,533 | $914K |
| TABR Capital Management, LLC | 0.95% | Reduce -9.7% | 3,523 | $911K |
| Hancock Whitney Corp. | 0.03% | Reduce -1.5% | 3,507 | $907K |
| RiverFront Investment Group, LLC | 0.02% | Add +62.3% | 3,487 | $902K |
| Beaird Harris Wealth Management, LLC | 0.08% | Add +0.4% | 3,480 | $900K |
| Covenant Asset Management, LLC | 0.23% | Reduce -5.8% | 3,473 | $898K |
| Plan Group Financial, LLC | 0.32% | Add +9.5% | 3,462 | $895K |
| Mitchell Capital Management Co. | 0.17% | No change | 3,420 | $884K |
| Sheaff Brock Investment Advisors, LLC | 0.08% | Reduce -1.4% | 3,410 | $882K |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -2.7% | 3,400 | $879K |
| Lazard Asset Management LLC | 0.00% | No change | 3,400 | $879K |
| Twin Peaks Wealth Advisors, LLC | 0.40% | Add +6.0% | 3,547 | $873K |
| Good Life Advisors, LLC | 0.06% | Reduce -0.7% | 3,376 | $873K |
| Matrix Private Capital Group LLC | 0.52% | No change | 3,374 | $873K |
| Collective Family Office LLC | 0.24% | Reduce -0.4% | 3,373 | $872K |
| Monterey Private Wealth, Inc. | 0.26% | Reduce -1.3% | 3,370 | $871K |
| RPS Advisory Solutions LLC | 0.62% | Reduce -20.4% | 3,367 | $871K |
| Strategic Blueprint, LLC | 0.05% | Add +5.6% | 3,350 | $866K |
| Silvia McColl Wealth Management, LLC | 0.66% | Reduce -5.1% | 3,342 | $864K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +1.4% | 3,337 | $863K |
| Breakwater Capital Group | 0.15% | Add +13.3% | 3,335 | $863K |
| Chemistry Wealth Management LLC | 0.20% | Reduce -1.8% | 3,324 | $860K |
| O'ROURKE & COMPANY, Inc | 0.42% | Reduce -0.7% | 3,310 | $856K |
| Kelman-Lazarov, Inc. | 0.15% | Add +27.2% | 3,293 | $852K |
| Mascoma Wealth Management LLC | 0.21% | Reduce -3.5% | 3,291 | $851K |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -3.1% | 3,290 | $851K |
| SC&H Financial Advisors, Inc. | 0.17% | No change | 3,281 | $849K |
| Keystone Wealth Services, LLC | 0.23% | Add +0.3% | 3,266 | $845K |
| Blossom Wealth Management | 1.69% | Reduce -0.9% | 3,257 | $842K |
| NTV Asset Management LLC | 0.11% | Reduce -0.4% | 3,257 | $842K |
| Annex Advisory Services, LLC | 0.02% | Add +0.1% | 3,238 | $837K |
| BridgePort Financial Solutions, LLC | 0.38% | Add +8.0% | 3,224 | $834K |
| Moors & Cabot, Inc. | 0.04% | Add +37.6% | 3,219 | $833K |
| Jacobi Capital Management LLC | 0.06% | Add +68.4% | 3,214 | $831K |
| Garde Capital, Inc. | 0.05% | Reduce -0.7% | 3,207 | $829K |
| MPWM Advisory Solutions, LLC | 0.60% | No change | 3,206 | $829K |
| Oxbow Advisors, LLC | 0.09% | Reduce -5.7% | 3,205 | $829K |
| Guardian Financial Partners, LLC | 0.40% | New | 3,201 | $828K |
| Muirfield Wealth Advisors LLC | 0.70% | Add +0.4% | 3,199 | $827K |
| Atala Financial Inc | 0.60% | Add +0.4% | 3,198 | $827K |
| Bestgate Wealth Advisors, LLC | 1.71% | Add +12.8% | 3,197 | $827K |
| Detalus Advisors, LLC | 0.26% | Add +112.9% | 3,179 | $822K |
| Mission Creek Capital Partners, Inc. | 0.20% | Reduce -47.2% | 3,178 | $822K |
| Rothschild Wealth LLC | 0.23% | Add +20.9% | 3,174 | $821K |
| Fiduciary Alliance LLC | 0.08% | Add +8.8% | 3,165 | $819K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.14% | Reduce -1.8% | 3,158 | $818K |
| Asset Allocation & Management Company, LLC | 0.41% | Reduce -29.5% | 3,161 | $817K |
| Fulton Bank, N.A. | 0.03% | Add +12.6% | 3,145 | $813K |
| United Community Bank | 0.30% | New | 3,142 | $813K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -24.0% | 3,118 | $806K |
| Independence Bank of Kentucky | 0.13% | Reduce -6.6% | 3,100 | $802K |
| Plante Moran Financial Advisors, LLC | 0.07% | Add +4.1% | 3,091 | $799K |
| Alexander Labrunerie & Co., Inc. | 0.35% | Add +0.0% | 3,081 | $797K |
| Oldfather Financial Services, LLC | 0.30% | No change | 3,077 | $796K |
| Traction Financial Partners, LLC | 0.62% | Reduce -91.7% | 3,076 | $796K |
| Walled Lake Planning & Wealth Management, LLC | 0.28% | Add +2.1% | 3,069 | $794K |
| First National Trust Co | 0.03% | Reduce -69.4% | 3,067 | $793K |
| Keeley-Teton Advisors, LLC | 0.10% | No change | 3,054 | $790K |
| Deutsche Bank AG | 0.00% | Reduce -0.4% | 3,049 | $789K |
| Sovereign Financial Group, Inc. | 0.18% | Reduce -2.3% | 3,033 | $784K |
| Keel Point, LLC | 0.06% | Reduce -6.4% | 3,025 | $782K |
| Kieckhefer Group LLC | 0.57% | No change | 3,021 | $781K |
| Comprehensive Financial Planning, Inc. | 0.76% | Reduce -31.9% | 3,013 | $779K |
| Tme Financial, Inc. | 0.68% | Add +12.0% | 3,009 | $778K |
| LJI Wealth Management, LLC | 0.15% | Add +15.5% | 3,009 | $778K |
| Blue Trust, Inc. | 0.01% | Reduce -5.7% | 3,006 | $777K |
| Oakworth Capital, Inc. | 0.05% | Add +38.8% | 3,005 | $777K |
| WBH Advisory Inc. | 0.07% | Reduce -2.1% | 2,998 | $775K |
| MBM Wealth Consultants, LLC | 0.23% | No change | 2,998 | $775K |
| Pennington Partners & Co., LLC | 0.44% | Add +2.4% | 2,973 | $769K |
| First Business Financial Services, Inc. | 0.08% | Add +4.8% | 2,969 | $768K |
| Values Added Financial LLC | 0.42% | Add +21.7% | 2,963 | $766K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -5.0% | 2,962 | $766K |
| Riverstone Advisors, LLC | 0.46% | Add +6.9% | 2,944 | $761K |
| Advisory Alpha, LLC | 0.03% | Add +6.6% | 2,935 | $759K |
| Brass Tax Wealth Management, Inc. | 0.16% | Add +2.2% | 2,934 | $759K |
| Tranquility Partners, LLC | 0.29% | Reduce -1.8% | 2,933 | $759K |
| NorthRock Partners, LLC | 0.03% | Reduce -15.9% | 2,931 | $758K |
| Blue Barn Wealth, LLC | 0.39% | Reduce -3.9% | 2,927 | $757K |
| Gallagher Capital Advisors, LLC | 0.57% | Add +1.4% | 2,914 | $754K |
| BIP Wealth, LLC | 0.05% | Add +0.3% | 2,908 | $752K |
| Sonata Capital Group Inc. | 0.33% | Reduce -1.2% | 2,907 | $752K |
| HBW Advisory Services LLC | 0.11% | Add +0.7% | 2,888 | $747K |
| Moody LYNN Lieberson & Walker, LLC | 0.05% | Add +12.9% | 2,876 | $744K |
| Aufman Associates Inc | 0.51% | Add +0.5% | 2,870 | $742K |
| Johnson Financial Group, Inc. | 0.04% | Add +1.8% | 2,857 | $739K |
| Nottingham Advisors, Inc. | 0.11% | Reduce -3.6% | 2,851 | $737K |
| Compass Capital Corp. /Ma/ | 0.39% | Reduce -16.3% | 2,857 | $736K |
| Pecaut & Co. | 0.25% | Add +4.2% | 2,842 | $735K |
| McGuire Investment Group, LLC | 0.11% | Add +48.8% | 2,827 | $731K |
| Millington Financial Advisors, LLC | 0.45% | New | 3,001 | $731K |
| FAS Wealth Partners, Inc. | 0.06% | Add +0.4% | 2,823 | $730K |
| Strategic Advisors LLC | 0.14% | No change | 2,822 | $730K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Add +55.6% | 2,800 | $724K |
| Per Stirling Capital Management, LLC. | 0.10% | Add +1.8% | 2,794 | $723K |
| Traphagen Investment Advisors LLC | 0.08% | Reduce -1.0% | 2,784 | $720K |
| Private Wealth Group, LLC | 0.42% | No change | 2,778 | $718K |
| L.M. Kohn & Company | 0.19% | Add +21.2% | 2,777 | $718K |
| Warwick Investment Management, Inc. | 0.15% | Add +7.3% | 2,774 | $717K |
| Peterson Wealth Advisors, LLC | 0.14% | Reduce -2.7% | 3,086 | $717K |
| Vantage Financial Partners, LLC | 0.18% | Reduce -3.3% | 2,752 | $712K |
| Advance Capital Management, Inc. | 0.03% | Reduce -0.5% | 2,750 | $711K |
| Cypress Point Wealth Management, LLC | 0.23% | Reduce -22.5% | 2,750 | $711K |
| Greenline Partners, LLC | 0.10% | Reduce -90.7% | 670 | $711K |
| True North Advisors, LLC | 0.13% | Add +30.4% | 2,747 | $710K |
| Clarity Capital Partners LLC | 0.29% | Add +4.2% | 2,746 | $710K |
| Adamsbrown Wealth Consultants LLC | 0.22% | Add +2.4% | 2,745 | $710K |
| Legacy Private Trust Co. | 0.05% | Reduce -6.3% | 2,742 | $709K |
| Disciplined Investments, LLC | 0.33% | Add +11.4% | 2,739 | $708K |
| Gryphon Financial Partners LLC | 0.10% | Add +0.5% | 2,731 | $706K |
| First Interstate Bank | 0.04% | Reduce -4.6% | 2,731 | $706K |
| Ti-Trust, Inc. | 0.47% | Reduce -0.3% | 2,729 | $706K |
| Founders Financial Alliance, LLC | 0.17% | Add +91.8% | 2,722 | $704K |
| Keystone Financial Services, LLC | 0.60% | Add +81.5% | 2,721 | $704K |
| ETF Store, Inc. | 0.86% | Add +0.1% | 2,720 | $704K |
| R. W. Roge & Company, Inc. | 0.38% | Reduce -39.5% | 2,711 | $701K |
| Westshore Wealth, LLC | 0.30% | Add +0.1% | 2,709 | $701K |
| Grant/GrossMendelsohn, LLC | 0.39% | Reduce -9.1% | 2,744 | $699K |
| Thomasville National Bank | 0.05% | No change | 2,696 | $697K |
| Trueblood Wealth Management, LLC | 0.32% | Add +29.2% | 2,693 | $696K |
| Eagle Strategies LLC | 0.12% | Reduce -78.5% | 2,684 | $694K |
| Herold Advisors, Inc. | 0.15% | Reduce -0.6% | 2,682 | $694K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -28.7% | 2,680 | $693K |
| Onyx Bridge Wealth Group LLC | 0.10% | Add +0.8% | 2,679 | $693K |
| American Institute for Advanced Investment Management, LLP | 0.53% | Add +13.2% | 2,668 | $690K |
| Optivise Advisory Services LLC | 0.39% | Add +3.5% | 2,658 | $687K |
| BankPlus Wealth Management LLC | 0.50% | Add +142.0% | 2,655 | $687K |
| TFR Capital, LLC. | 0.29% | Add +5.4% | 2,653 | $686K |
| Pinnacle Bancorp, Inc. | 0.22% | Reduce -27.1% | 2,631 | $680K |
| Heritage Financial Services, LLC | 0.07% | Add +2.5% | 2,630 | $680K |
| Pachira Investments Inc. | 0.47% | Reduce -0.8% | 2,628 | $676K |
| Geneva Partners, LLC | 0.35% | Reduce -8.5% | 2,611 | $675K |
| BSW Wealth Partners | 0.10% | Add +7.0% | 2,605 | $674K |
| Horst & Graben Wealth Management LLC | 0.12% | Add +0.1% | 2,601 | $673K |
| Sightline Wealth Advisors, LLC | 0.35% | Reduce -10.9% | 2,600 | $672K |
| Financial Strategies Group, Inc. | 0.16% | Add +21.0% | 2,730 | $672K |
| DF Dent & Co. Inc. | 0.01% | Add +5.1% | 2,594 | $671K |
| Old North State Trust, LLC | 0.43% | No change | 2,536 | $670K |
| Noble Wealth Management PBC | 0.46% | Add +7.6% | 2,588 | $669K |
| Hutchens & Kramer Investment Management Group, LLC | 0.37% | Reduce -6.8% | 2,583 | $668K |
| Sovran Advisors, LLC | 0.09% | Add +6.1% | 2,718 | $668K |
| Bakala Capital LLC | 3.83% | Add +9.1% | 2,582 | $668K |
| Guyasuta Investment Advisors Inc. | 0.04% | Add +1.2% | 2,581 | $668K |
| Beacon Bank & Trust | 0.16% | Add +1.6% | 2,580 | $667K |
| Davidson Trust Co. | 0.32% | No change | 2,576 | $666K |
| Willis Investment Counsel | 0.04% | No change | 2,567 | $664K |
| Paragon Private Wealth Management, LLC | 0.31% | New | 2,563 | $663K |
| Certuity, LLC | 0.07% | No change | 2,562 | $663K |
| Empirical Asset Management, LLC | 0.23% | Add +34.0% | 2,561 | $662K |
| Grandfield & Dodd, LLC | 0.04% | Add +1.6% | 2,559 | $662K |
| Libra Wealth LLC | 0.25% | No change | 2,557 | $661K |
| L. Roy Papp & Associates, LLP | 0.08% | No change | 2,541 | $657K |
| Stone House Investment Management, LLC | 0.13% | Add +9.7% | 2,535 | $656K |
| J2 Capital Management Inc | 0.60% | Add +7.7% | 2,519 | $651K |
| Alerus Financial NA | 0.05% | Reduce -4.8% | 2,510 | $649K |
| Penobscot Investment Management Company, Inc. | 0.06% | Reduce -1.0% | 2,508 | $649K |
| Colonial Trust Co / SC | 0.10% | Reduce -48.8% | 2,504 | $648K |
| QRG Capital Management, Inc. | 0.01% | Reduce -15.2% | 2,502 | $647K |
| Welch Group, LLC | 0.03% | No change | 2,515 | $647K |
| Kirtland Hills Capital Management, LLC | 0.39% | Add +8.3% | 2,617 | $643K |
| Lee Danner & Bass Inc. | 0.05% | No change | 2,480 | $641K |
| Fiduciary Financial Group, LLC | 0.14% | Add +106.3% | 2,675 | $641K |
| Avantax Planning Partners, Inc. | 0.02% | Add +1.1% | 2,476 | $640K |
| Webster Bank, N. A. | 0.07% | Reduce -3.6% | 2,475 | $640K |
| Diligent Investors, LLC | 0.15% | No change | 2,456 | $635K |
| Howard Capital Management Group, LLC | 0.05% | No change | 2,453 | $634K |
| Chokshi & Queen Wealth Advisors, Inc | 0.42% | No change | 2,452 | $634K |
| Eagle Bay Advisors LLC | 0.54% | No change | 2,445 | $632K |
| Eagle Wealth Strategies LLC | 0.38% | Add +0.5% | 2,424 | $627K |
| Baron Wealth Management LLC | 0.27% | Add +0.1% | 2,419 | $626K |
| Vista Investment Partners Ii, LLC | 0.35% | Add +37.1% | 2,415 | $625K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -91.9% | 2,413 | $624K |
| Buttonwood Financial Advisors Inc. | 0.27% | Reduce -4.2% | 2,412 | $624K |
| TOWER TRUST & INVESTMENT Co | 0.50% | — | 2,434 | $623K |
| Park Edge Advisors, LLC | 0.17% | Reduce -2.4% | 2,404 | $622K |
| Channel Wealth LLC | 0.19% | Reduce -9.1% | 2,403 | $621K |
| Physician Wealth Advisors, Inc. | 0.11% | Add +4.2% | 2,393 | $619K |
| Selective Wealth Management, Inc. | 0.27% | Reduce -9.0% | 2,538 | $618K |
| Fishman Jay A Ltd. | 0.07% | Reduce -18.0% | 2,390 | $618K |
| Pinnacle Wealth Planning Services, Inc. | 0.09% | Add +2.7% | 2,379 | $615K |
| Root Financial Partners, LLC | 0.07% | Add +28.6% | 2,377 | $615K |
| Center For Asset Management LLC | 0.38% | Add +71.7% | 2,376 | $614K |
| Ranch Capital Advisors Inc. | 0.29% | Reduce -5.8% | 2,369 | $613K |
| Kera Capital Partners, Inc. | 0.18% | Add +0.3% | 2,364 | $611K |
| Quadrant Capital Group LLC | 0.02% | Reduce -9.9% | 2,349 | $607K |
| Grove Street Fiduciary, LLC | 0.31% | No change | 2,337 | $605K |
| Forum Financial Management, LP | 0.01% | Add +5.7% | 2,335 | $604K |
| WealthTrak Capital Management LLC | 0.52% | Reduce -5.1% | 2,317 | $599K |
| DecisionMap Wealth Management, LLC | 0.46% | Reduce -0.2% | 2,315 | $599K |
| GW&K Investment Management, LLC | 0.01% | No change | 2,303 | $596K |
| Fort Vancouver Investment Management, LLC | 0.46% | No change | 2,303 | $596K |
| Independent Advisor Alliance | 0.02% | Reduce -97.2% | 2,299 | $595K |
| Novak & Powell Financial Services, Inc. | 0.37% | Reduce -0.4% | 2,293 | $593K |
| CGN Advisors LLC | 0.06% | Add +70.2% | 2,291 | $593K |
| Moser Wealth Advisors, LLC | 0.31% | Add +6.3% | 2,285 | $591K |
| Moment Partners, LLC | 0.12% | Add +98.2% | 2,285 | $591K |
| Guardian Wealth Advisors, LLC | 0.38% | Reduce -17.3% | 2,282 | $590K |
| Valley Forge Investment Consultants Inc. Adv | 0.21% | Reduce -6.6% | 2,278 | $589K |
| Delta Financial Group, Inc. | 0.13% | Add +12.4% | 2,198 | $583K |
| Armstrong Henry H Associates Inc. | 0.06% | New | 2,248 | $581K |
| Members Trust Co | 0.02% | Add +95.4% | 2,243 | $580K |
| Comprehensive Money Management Services LLC | 0.46% | No change | 2,225 | $575K |
| Red Door Wealth Management, LLC | 0.09% | Add +9.1% | 2,219 | $574K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.12% | Reduce -0.3% | 2,321 | $573K |
| Inman Jager Wealth Management, LLC | 0.43% | Add +0.5% | 2,215 | $573K |
| Pacific Sun Financial Corp | 0.32% | Add +6.6% | 2,200 | $569K |
| GDS Wealth Management | 0.05% | Reduce -25.5% | 2,197 | $568K |
| Winthrop Capital Management, LLC | 0.16% | No change | 2,188 | $566K |
| Powers Advisory Group, LLC | 0.27% | Add +55.7% | 2,188 | $566K |
| Sequent Asset Management, LLC | 0.32% | No change | 2,187 | $566K |
| Diversified Portfolios, Inc. | 0.06% | Add +1.6% | 2,180 | $564K |
| Graney & King, LLC | 0.42% | Reduce -8.6% | 2,175 | $563K |
| Kennicott Capital Management LLC | 0.37% | No change | 2,168 | $561K |
| Davis R M Inc. | 0.01% | Add +25.9% | 2,160 | $559K |
| Olde Wealth Management, LLC | 0.20% | Add +0.4% | 2,158 | $558K |
| Waterloo Capital, L.P. | 0.05% | Add +11.4% | 2,157 | $558K |
| Waldron Private Wealth LLC | 0.03% | Reduce -31.6% | 2,156 | $558K |
| Paulson Wealth Management Inc. | 0.16% | Reduce -5.6% | 2,147 | $555K |
| Francis Financial, Inc. | 0.13% | Add +0.1% | 2,142 | $554K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -1.1% | 2,127 | $550K |
| Global Strategic Investment Solutions, LLC | 0.06% | Add +0.1% | 2,124 | $549K |
| Paces Ferry Wealth Advisors, LLC | 0.27% | No change | 2,121 | $548K |
| SpringVest Wealth Management LLC | 0.45% | Add +15.4% | 2,118 | $548K |
| Lifeworks Advisors, LLC | 0.09% | Add +28.6% | 2,116 | $547K |
| Evelyn Partners Asset Management Ltd | 0.15% | New | 2,114 | $547K |
| Financial Alternatives, Inc | 0.39% | No change | 2,110 | $546K |
| Prospera Capital Management, LLC | 0.35% | New | 2,105 | $544K |
| Accretive Wealth Partners, LLC | 0.19% | Add +73.3% | 2,102 | $544K |
| Canandaigua National Trust Co of Florida | 0.48% | Add +4.2% | 2,101 | $543K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +82.8% | 2,093 | $541K |
| MAS Advisors LLC | 0.83% | Reduce -20.2% | 2,086 | $540K |
| World Equity Group, Inc. | 0.15% | Reduce -49.8% | 2,087 | $539K |
| Winebrenner Capital Management LLC | 0.49% | Reduce -1.6% | 2,081 | $538K |
| Unified Investment Management | 0.64% | No change | 2,081 | $538K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -3.2% | 2,080 | $538K |
| Lodestone Wealth Management LLC | 0.28% | Add +0.3% | 2,070 | $535K |
| Ehrlich Financial Group | 0.39% | No change | 2,068 | $535K |
| Glen Eagle Advisors, LLC | 0.09% | Add +98.9% | 2,065 | $534K |
| Hickory Point Bank & Trust | 0.47% | New | 2,058 | $532K |
| Lyell Wealth Management, LP | 0.05% | No change | 2,057 | $532K |
| Geometric Wealth Advisors | 0.09% | Add +101.1% | 2,051 | $530K |
| Claris Financial LLC | 0.35% | No change | 2,002 | $529K |
| Palisade Asset Management, LLC | 0.05% | Add +0.1% | 2,039 | $527K |
| Wells Trecaso Financial Group, LLC | 0.18% | No change | 2,038 | $527K |
| Mairs & Power Inc. | 0.01% | Add +47.9% | 2,038 | $527K |
| Clark Asset Management, LLC | 0.09% | Add +0.3% | 2,027 | $524K |
| Slow Capital, Inc. | 0.07% | Reduce -19.8% | 2,026 | $524K |
| Mayfair Advisory Group, LLC | 0.30% | No change | 2,025 | $524K |
| FC Advisory LLC | 0.18% | No change | 2,023 | $523K |
| Astra Wealth Partners LLC | 0.50% | Add +5.2% | 2,023 | $523K |
| Goepper Burkhardt LLC | 0.21% | New | 2,019 | $522K |
| Nautilus Advisors LLC | 0.43% | Reduce -2.4% | 2,019 | $522K |
| Accel Wealth Management | 0.19% | Reduce -2.3% | 2,018 | $522K |
| Marshall Financial Group, LLC | 0.11% | Add +0.1% | 2,012 | $520K |
| Guidance Capital, Inc. | 0.16% | Reduce -3.1% | 1,993 | $520K |
| Grey Ledge Advisors, LLC | 0.14% | Reduce -0.7% | 2,007 | $519K |
| Beacon Investment Advisory Services, Inc. | 0.02% | Reduce -2.4% | 2,002 | $518K |
| WNY Asset Management, LLC | 0.06% | Add +16.6% | 1,998 | $517K |
| Birchcreek Wealth Management, LLC | 0.33% | Add +9.9% | 1,994 | $516K |
| Orcam Financial Group | 0.48% | Add +0.3% | 1,982 | $513K |
| Security National Bank of So Dak | 0.29% | Add +5.3% | 1,980 | $512K |
| Moloney Securities Asset Management, LLC | 0.07% | Reduce -2.6% | 1,979 | $512K |
| Clarendon Private LLC | 0.54% | Add +103.4% | 1,979 | $512K |
| Novus Advisors, LLC | 0.52% | Add +8.8% | 1,976 | $511K |
| Impact Capital Partners LLC | 0.18% | Add +17.9% | 1,973 | $510K |
| SIMA Wealth Partners, LLC | 0.42% | No change | 1,971 | $510K |
| Gouws Capital LLC | 0.33% | New | 1,957 | $506K |
| Park Capital Management, LLC / WI | 0.59% | Reduce -25.7% | 1,955 | $506K |
| Octavia Wealth Advisors, LLC | 0.06% | Reduce -4.2% | 1,954 | $505K |
| Magnolia Capital Management Ltd. | 0.43% | No change | 1,950 | $504K |
| Howard Wealth Management, LLC | 0.28% | Reduce -1.2% | 1,946 | $503K |
| Redwood Financial Network Corp | 0.38% | Add +21.3% | 1,945 | $503K |
| Tyler-Stone Wealth Management | 0.09% | Add +0.1% | 1,935 | $500K |
| First Bank & Trust | 0.10% | Reduce -4.5% | 1,929 | $499K |
| Pettyjohn, Wood & White, Inc. | 0.10% | Reduce -2.1% | 1,928 | $499K |
| Wealth Management Nebraska | 0.08% | Add +25.5% | 1,919 | $496K |
| Sterling Financial Planning, Inc. | 0.18% | Add +2.9% | 1,914 | $495K |
| Busey Bank | 0.02% | Reduce -1.9% | 1,909 | $494K |
| Claro Advisors Inc. | 0.07% | Add +32.9% | 1,902 | $492K |
| Stokes Family Office, LLC | 0.06% | Reduce -3.1% | 1,902 | $492K |
| ABLE Financial Group, LLC | 0.14% | Reduce -10.8% | 1,893 | $490K |
| Willow Creek Wealth Management Inc. | 0.05% | Add +14.9% | 1,891 | $489K |
| Sara-Bay Financial | 0.22% | Add +7.0% | 1,902 | $489K |
| ETF Portfolio Partners, Inc. | 0.15% | No change | 1,886 | $488K |
| Stonebridge Financial Group, LLC | 0.05% | Reduce -1.6% | 1,886 | $488K |
| Elevatus Welath Management | 0.28% | Reduce -56.1% | 1,884 | $487K |
| SFG Wealth Management, LLC. | 0.24% | Add +0.6% | 1,879 | $486K |
| Galvin, Gaustad & Stein, LLC | 0.04% | No change | 1,878 | $486K |
| Equita Financial Network, Inc. | 0.17% | Reduce -4.9% | 1,878 | $486K |
| Acorn Wealth Advisors, LLC | 0.20% | Add +5.6% | 1,877 | $485K |
| Legacy Trust | 0.12% | Add +78.0% | 1,872 | $484K |
| Investment Advisory Group, LLC | 0.16% | Add +3.5% | 1,872 | $484K |
| Nixon Peabody Trust Co. | 0.04% | No change | 1,870 | $484K |
| TruNorth Capital Management, LLC | 0.12% | Add +5231.4% | 1,866 | $483K |
| Mengis Capital Management, Inc. | 0.10% | Add +21.3% | 1,865 | $482K |
| Copia Wealth Management | 0.45% | No change | 1,863 | $482K |
| TD Waterhouse Canada Inc. | 0.00% | Add +2.5% | 1,857 | $481K |
| Cannell & Spears LLC | 0.01% | Add +12.8% | 1,846 | $477K |
| L.K. Benson & Company, P.C. | 0.33% | Add +0.4% | 1,843 | $476K |
| North Star Asset Management Inc. | 0.02% | Reduce -4.3% | 1,842 | $476K |
| Athena Investment Management | 0.29% | No change | 1,839 | $476K |
| UNIVEST FINANCIAL Corp | 0.03% | Add +0.2% | 1,836 | $475K |
| BTC Capital Management, Inc. | 0.04% | New | 1,835 | $475K |
| Westmount Partners, LLC | 0.14% | Add +0.4% | 1,835 | $475K |
| Burkett Financial Services, LLC | 0.19% | Reduce -1.8% | 1,831 | $474K |
| WealthShield Partners, LLC | 0.06% | Add +2.6% | 1,831 | $474K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.20% | No change | 1,827 | $472K |
| Urban Financial Advisory Corp | 0.26% | Add +412.6% | 1,825 | $472K |
| Saxon Interests, Inc. | 0.22% | Add +1.3% | 1,822 | $471K |
| Everstar Asset Management, LLC | 0.31% | Reduce -15.1% | 1,815 | $469K |
| Raffa Wealth Management, LLC | 0.11% | Add +0.1% | 1,819 | $468K |
| GHP Investment Advisors, Inc. | 0.02% | Add +4.6% | 1,802 | $466K |
| Private Management Group Inc. | 0.02% | No change | 1,801 | $466K |
| Topsail Wealth Management, LLC | 0.09% | Add +5.8% | 1,800 | $465K |
| Hummer Financial Advisory Services Inc | 0.38% | Add +118.1% | 1,799 | $465K |
| Live Oak Private Wealth LLC | 0.08% | Add +0.5% | 1,799 | $465K |
| Shira Ridge Wealth Management | 0.23% | No change | 1,792 | $463K |
| Grantvest Financial Group LLC | 0.38% | Add +6.7% | 1,791 | $463K |
| NorthLanding Financial Partners, LLC | 0.45% | Reduce -1.4% | 1,781 | $461K |
| Huntleigh Advisors, Inc. | 0.08% | Reduce -14.6% | 1,781 | $461K |
| Financial Partners Group, Inc | 0.07% | Add +0.4% | 1,776 | $459K |
| Ashton Thomas Securities, LLC | 0.13% | Reduce -23.4% | 1,769 | $458K |
| S&T Bank | 0.15% | Reduce -15.3% | 1,767 | $457K |
| Family Firm, Inc. | 0.10% | Add +0.3% | 1,766 | $457K |
| Bedel Financial Consulting, Inc. | 0.07% | New | 1,761 | $456K |
| Kovack Advisors, Inc. | 0.05% | New | 1,755 | $454K |
| Meridian Wealth Partners, LLC | 0.07% | Reduce -9.6% | 1,753 | $453K |
| Becker Capital Management Inc. | 0.01% | Add +13.6% | 1,752 | $453K |
| Capital City Trust Co. | 0.12% | Reduce -4.7% | 1,750 | $453K |
| Indiana Trust & Investment Management Co | 0.16% | No change | 1,747 | $452K |
| Compass Advisory Group LLC | 0.16% | No change | 1,746 | $452K |
| Tradewinds Capital Management, LLC | 0.12% | Reduce -3.8% | 1,728 | $447K |
| Better Money Decisions, LLC | 0.30% | Add +25.5% | 1,726 | $446K |
| Joseph P. Lucia & Associates, LLC | 0.20% | Reduce -0.6% | 1,718 | $444K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -23.9% | 1,717 | $444K |
| Ascentis Independent Advisors | 0.09% | Add +10.0% | 1,716 | $444K |
| Cornerstone Advisors Asset Management, LLC | 0.09% | Reduce -2.7% | 1,710 | $442K |
| Verum Partners LLC | 0.12% | Add +1.5% | 1,709 | $442K |
| Signal Advisors Wealth, LLC | 0.04% | Reduce -25.7% | 1,707 | $441K |
| Cora Capital Advisors LLC | 0.21% | No change | 1,706 | $441K |
| Summit Wealth & Retirement Planning, Inc. | 0.13% | No change | 1,699 | $439K |
| CPC Advisors, LLC | 0.06% | Reduce -1.3% | 1,695 | $438K |
| Burke & Herbert Bank & Trust Co. | 0.10% | New | 1,686 | $436K |
| River Wealth Advisors LLC | 0.06% | Add +2.5% | 1,686 | $436K |
| Newport Capital Group, LLC | 0.31% | Add +6.8% | 1,683 | $435K |
| Wilkins Miller Wealth Management, LLC | 0.33% | Add +45.4% | 1,682 | $435K |
| Ellsworth Advisors, LLC | 0.11% | Add +0.2% | 1,676 | $434K |
| Naples Global Advisors, LLC | 0.04% | Add +2.1% | 1,658 | $429K |
| Convergence Financial, LLC | 0.08% | Add +5.6% | 1,658 | $429K |
| Heirloom Wealth Management | 0.12% | No change | 1,652 | $427K |
| Fairfield, Bush & Co. | 0.27% | Add +25.2% | 1,650 | $427K |
| Curbstone Financial Management Corp | 0.09% | Reduce -5.7% | 1,650 | $427K |
| Equitable Trust Co. | 0.02% | New | 1,645 | $425K |
| Logan Capital Management Inc. | 0.02% | No change | 1,643 | $425K |
| Olistico Wealth, LLC | 0.26% | Reduce -23.0% | 1,642 | $425K |
| Hardy Reed LLC | 0.04% | No change | 1,640 | $424K |
| North Star Investment Management Corp. | 0.03% | Add +19.8% | 1,627 | $421K |
| Westbourne Investments, Inc. | 0.25% | No change | 1,621 | $419K |
| Vertex Planning Partners, LLC | 0.09% | Add +3.6% | 1,616 | $418K |
| Centaurus Financial, Inc. | 0.03% | Reduce -18.3% | 1,612 | $417K |
| Allodium Investment Consultants, LLC | 0.31% | Add +0.2% | 1,602 | $414K |
| Cove Private Wealth, LLC | 0.22% | No change | 1,600 | $414K |
| Quadcap Wealth Management, LLC | 0.06% | Reduce -31.1% | 1,597 | $413K |
| Fortem Financial Group, LLC | 0.16% | Add +10.4% | 1,596 | $413K |
| 2UniFi Bank | 0.27% | Add +0.5% | 1,523 | $412K |
| Elm3 Financial Group, LLC | 0.36% | Add +35.5% | 1,590 | $411K |
| Apexium Financial, LP | 0.02% | Add +53.1% | 1,583 | $409K |
| Investment Planning Advisors, Inc. | 0.17% | Add +9.9% | 1,581 | $409K |
| Parkside Financial Bank & Trust | 0.05% | Add +5.4% | 1,580 | $409K |
| MontVue Capital Management, Inc. | 0.33% | No change | 1,571 | $406K |
| Jordan Park Group LLC | 0.03% | No change | 1,570 | $406K |
| RVW Wealth, LLC | 0.04% | Reduce -11.3% | 1,568 | $406K |
| Northeast Financial Group, Inc. | 0.15% | Add +2.0% | 1,564 | $405K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -54.9% | 1,565 | $405K |
| Legacy Capital Wealth Partners, LLC | 0.10% | Add +3.6% | 6,892 | $405K |
| Bremer Bank National Association | 0.07% | Reduce -1.8% | 1,560 | $403K |
| Wimmer Associates 1, LLC | 0.21% | Reduce -3.8% | 1,489 | $402K |
| Towneley Capital Management, Inc / DE | 0.09% | Reduce -7.0% | 1,556 | $402K |
| Shepherd Financial Partners LLC | 0.05% | Add +34.8% | 1,551 | $401K |
| Waters Parkerson & Co., LLC | 0.02% | Add +40.9% | 1,551 | $401K |
| Edge Financial Advisors LLC | 0.25% | Add +10.8% | 1,549 | $401K |
| Granite Harbor Advisors, Inc. | 0.21% | Reduce -6.2% | 1,549 | $401K |
| Fragasso Financial Advisors Inc | 0.03% | Reduce -50.4% | 1,548 | $400K |
| Berger Financial Group, Inc | 0.03% | Reduce -4.2% | 1,548 | $400K |
| Kathmere Capital Management, LLC | 0.03% | No change | 1,547 | $400K |
| Signaturefd, LLC | 0.01% | Reduce -33.7% | 1,540 | $398K |
| Investment Partners Asset Management, Inc. | 0.31% | Add +0.5% | 1,529 | $395K |
| Pacific Sage Partners, LLC | 0.09% | No change | 1,527 | $395K |
| Fairway Wealth LLC | 0.15% | Add +10.1% | 1,527 | $395K |
| FSM Wealth Advisors, LLC | 0.09% | Add +71.3% | 1,525 | $394K |
| 180 Wealth Advisors, LLC | 0.06% | Add +0.1% | 1,520 | $393K |
| Wealthcare Capital Partners, LLC | 0.20% | Add +8.0% | 1,519 | $393K |
| M1 Capital Management LLC | 0.25% | No change | 1,518 | $393K |
| Wealthstream Advisors, Inc. | 0.07% | Add +4.4% | 1,516 | $392K |
| Serenus Wealth Advisors, LLC | 0.07% | No change | 1,514 | $392K |
| Allred Capital Management, LLC | 0.16% | Reduce -1.5% | 1,512 | $391K |
| Transform Wealth, LLC | 0.02% | Reduce -2.9% | 1,504 | $389K |
| Aaron Wealth Advisors LLC | 0.04% | Reduce -0.1% | 1,499 | $388K |
| Frazier Financial Advisors, LLC | 0.30% | Add +279.0% | 1,497 | $387K |
| Armstrong, Fleming & Moore, Inc | 0.47% | New | 1,495 | $387K |
| Sloy Dahl & Holst, LLC | 0.07% | Reduce -10.3% | 1,494 | $386K |
| Matrix Asset Advisors Inc. | 0.04% | Add +11.3% | 1,483 | $384K |
| Stockman Wealth Management, Inc. | 0.06% | Add +3.6% | 1,483 | $384K |
| Mathes Company, Inc. | 0.16% | Reduce -10.1% | 1,480 | $383K |
| Midwest Capital Advisors, LLC | 0.23% | Reduce -16.8% | 1,477 | $382K |
| National Wealth Management Group, LLC | 0.25% | Add +2.8% | 1,477 | $382K |
| Hardin Capital Partners, LLC | 0.23% | No change | 1,474 | $381K |
| Venturi Wealth Management, LLC | 0.02% | Add +96.4% | 1,465 | $379K |
| B.O.S.S. Retirement Advisors, LLC | 0.11% | New | 1,462 | $378K |
| Womack Financial LLC | 0.35% | Reduce -13.8% | 1,458 | $377K |
| Arthur M. Cohen & Associates, LLC | 0.07% | No change | 1,452 | $375K |
| Canvas Wealth Advisors, LLC | 0.10% | Add +7.7% | 1,521 | $375K |
| Sunflower Bank, N.A. | 0.10% | No change | 1,449 | $375K |
| Pennsylvania Capital Management Inc. | 0.14% | Add +32.9% | 1,445 | $374K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | New | 1,443 | $373K |
| Opus Capital Group, LLC | 0.05% | New | 1,433 | $371K |
| Integrity Financial Corp | 0.21% | Add +27.7% | 1,434 | $371K |
| Tower View Wealth Management LLC | 0.21% | Add +0.5% | 1,428 | $369K |
| Gibbs Wealth Management | 0.09% | Add +8.3% | 1,418 | $367K |
| VERITY Wealth Advisors | 0.27% | Reduce -5.5% | 1,417 | $366K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 1,416 | $366K |
| Aspire Growth Partners LLC | 0.32% | Add +6.1% | 1,406 | $366K |
| Balanced Wealth Group LLC | 0.18% | Reduce -10.3% | 1,414 | $366K |
| Cape Investment Advisory, Inc. | 0.15% | Add +3.8% | 1,411 | $365K |
| Evolution Advisers, Inc. | 0.19% | Add +1099.2% | 1,415 | $365K |
| Myecfo, LLC | 0.19% | Add +1.4% | 1,410 | $365K |
| Compass Planning Associates Inc | 0.37% | Add +7.7% | 1,408 | $364K |
| Smith Salley Wealth Management | 0.02% | Add +8.4% | 1,407 | $364K |
| Bogart Wealth, LLC | 0.02% | Add +2.3% | 1,405 | $363K |
| McCollum Christoferson Group LLC | 0.11% | Reduce -0.4% | 1,403 | $363K |
| Potentia Wealth | 0.17% | No change | 1,400 | $362K |
| EPG Wealth Management LLC | 0.10% | No change | 1,397 | $361K |
| Lowery Thomas, LLC | 0.25% | Add +0.5% | 1,397 | $361K |
| CFC Planning Co LLC | 0.39% | Add +0.1% | 1,395 | $361K |
| Aletheian Wealth Advisors LLC | 0.20% | No change | 1,395 | $361K |
| Burney Co./ | 0.01% | Add +25.0% | 1,394 | $361K |
| Sunburst Financial Group, LLC | 0.09% | No change | 1,389 | $359K |
| Prosperity Consulting Group, LLC | 0.03% | Reduce -1.8% | 1,388 | $359K |
| Radnor Capital Management, LLC | 0.06% | Add +61.4% | 1,388 | $359K |
| Granite FO LLC | 0.20% | No change | 1,385 | $358K |
| First National Bank of Mount Dora, Trust Investment Services | 0.09% | No change | 1,381 | $357K |
| LaSalle St. Investment Advisors, LLC | 0.08% | Add +59.1% | 1,384 | $357K |
| Valley National Advisers Inc. | 0.06% | No change | 1,382 | $357K |
| Alta Wealth Advisors LLC | 0.16% | Add +0.2% | 1,378 | $356K |
| Caldwell Sutter Capital, Inc. | 0.17% | Add +0.2% | 1,375 | $355K |
| 1ST Source Bank | 0.02% | Reduce -0.7% | 1,373 | $355K |
| DGS Capital Management, LLC | 0.09% | Reduce -27.8% | 1,370 | $354K |
| Virtue Capital Management, LLC | 0.04% | New | 1,370 | $354K |
| FRG Family Wealth Advisors LLC | 0.07% | No change | 1,369 | $354K |
| First American Trust, FSB | 0.03% | Add +6.6% | 1,370 | $354K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -46.0% | 1,379 | $353K |
| Ipsen Advisor Group LLC | 0.30% | Add +0.4% | 1,366 | $353K |
| LifeGuide Financial Advisors, LLC | 0.14% | No change | 1,364 | $353K |
| Client 1ST Advisory Group, LLC | 0.14% | No change | 1,358 | $351K |
| Penn Capital Management Company, LLC | 0.03% | Add +6.1% | 1,357 | $351K |
| Aberdeen Wealth Management LLC | 0.24% | Add +942.3% | 1,355 | $350K |
| Chicago Capital, LLC | 0.01% | Reduce -13.9% | 1,350 | $349K |
| Wayfinding Financial, LLC | 0.15% | Reduce -14.4% | 1,352 | $349K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +175.9% | 1,338 | $349K |
| Silverlake Wealth Management LLC | 0.13% | Add +2.7% | 1,348 | $349K |
| One Wealth Management Investment & Advisory Services, LLC | 0.58% | No change | 1,347 | $348K |
| Westside Investment Management, Inc. | 0.07% | Add +8.9% | 1,341 | $347K |
| Cobblestone Capital Advisors LLC | 0.02% | Reduce -37.9% | 1,340 | $347K |
| Richards, Merrill & Peterson, Inc. | 0.18% | Add +3.1% | 1,335 | $345K |
| Prepared Retirement Institute LLC | 0.22% | No change | 1,331 | $344K |
| Regent Peak Wealth Advisors LLC | 0.08% | Reduce -5.6% | 1,326 | $343K |
| Juncture Wealth Strategies, LLC | 0.13% | Reduce -3.7% | 1,320 | $341K |
| Wealth Management Strategies, Inc. | 0.23% | Add +0.5% | 1,320 | $341K |
| Code Waechter LLC | 0.28% | New | 1,318 | $341K |
| Invesco Ltd. | 0.00% | Reduce -2.8% | 1,309 | $339K |
| Avaii Wealth Management, LLC | 0.18% | No change | 1,306 | $338K |
| Trexquant Investment LP | 0.00% | New | 1,305 | $337K |
| Susquehanna International Group, LLP | 0.00% | New | 1,300 | $336K |
| Trace Wealth Advisors, LLC | 0.30% | No change | 1,299 | $336K |
| Falcon Wealth Planning | 0.04% | Reduce -26.9% | 1,295 | $335K |
| Hibernia Wealth Partners, LLC | 0.24% | Add +1.6% | 1,295 | $335K |
| Willis Johnson & Associates, Inc. | 0.03% | Reduce -5.8% | 1,294 | $335K |
| Vestor Capital, LLC | 0.03% | Reduce -4.4% | 1,290 | $334K |
| Strategic Financial Services, Inc. | 0.02% | Reduce -16.2% | 1,290 | $334K |
| Providence Capital Advisors, LLC | 0.07% | Add +5.3% | 1,289 | $333K |
| KWB Wealth | 0.04% | Reduce -0.2% | 1,262 | $333K |
| Madison Wealth Partners, Inc | 0.08% | Reduce -0.1% | 1,285 | $332K |
| Morton Capital Management LLC | 0.06% | No change | 1,283 | $332K |
| Donaldson Capital Management, LLC | 0.01% | New | 1,281 | $331K |
| ARS Wealth Advisors Group, LLC | 0.05% | Add +8.6% | 1,280 | $331K |
| Unique Wealth, LLC | 0.06% | Add +4.4% | 1,274 | $329K |
| Seneca Financial Advisors LLC | 0.16% | No change | 1,267 | $328K |
| Fairman Group, LLC | 0.30% | Add +0.4% | 1,245 | $327K |
| Dentgroup LLC | 0.25% | No change | 1,266 | $327K |
| Martin Worley Group | 0.19% | Add +2.4% | 1,264 | $327K |
| Whalerock Point Partners, LLC | 0.08% | No change | 1,255 | $325K |
| Gimbal Financial | 0.29% | No change | 1,252 | $324K |
| Naviter Wealth, LLC | 0.04% | Reduce -0.1% | 1,250 | $323K |
| David J Yvars Group | 0.25% | No change | 1,243 | $321K |
| Bordeaux Wealth Advisors LLC | 0.06% | Add +5.4% | 1,243 | $321K |
| Capstone Wealth Management Group LLC | 0.26% | Reduce -5.5% | 1,241 | $321K |
| Penobscot Wealth Management | 0.13% | Add +1.2% | 1,239 | $320K |
| GK Wealth Management LLC | 0.40% | Add +14.3% | 1,237 | $320K |
| Argent Advisors, Inc. | 0.11% | Reduce -3.1% | 1,237 | $320K |
| Kings Path Partners LLC | 0.16% | Add +0.1% | 1,237 | $320K |
| Crews Bank & Trust | 0.05% | Reduce -1.2% | 1,236 | $320K |
| Clearstead Trust, LLC | 0.07% | Reduce -9.0% | 1,230 | $318K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.11% | Reduce -1.4% | 1,228 | $318K |
| HT Partners LLC | 0.11% | No change | 1,226 | $317K |
| Aviance Capital Partners, LLC | 0.04% | New | 1,223 | $316K |
| Bay Capital Advisors, LLC | 0.26% | Reduce -30.9% | 1,222 | $316K |
| Cladis Investment Advisory, LLC | 0.23% | No change | 1,220 | $316K |
| Cooper Financial Group | 0.04% | Add +6.1% | 1,217 | $315K |
| First Financial Bank - Trust Division | 0.03% | Reduce -0.2% | 1,217 | $315K |
| Clifford Swan Investment Counsel LLC | 0.01% | Add +5.0% | 1,213 | $314K |
| Grunden Financial Advisory, Inc. | 0.15% | No change | 1,200 | $310K |
| YHB Investment Advisors, Inc. | 0.03% | No change | 1,200 | $310K |
| Old Port Advisors | 0.09% | Reduce -4.7% | 1,198 | $310K |
| SYM FINANCIAL Corp | 0.04% | Reduce -7.4% | 1,195 | $309K |
| Monument Group Wealth Advisors, LLC | 0.21% | New | 1,192 | $308K |
| Braun Stacey Associates Inc. | 0.01% | Add +52.8% | 1,192 | $308K |
| Sharp Wealth Advisory, LLC | 0.24% | No change | 1,190 | $308K |
| Private Wealth Partners, LLC | 0.03% | No change | 1,188 | $307K |
| Ironwood Wealth Management, LLC. | 0.09% | Add +6.7% | 1,187 | $307K |
| Glassman Wealth Services | 0.05% | Add +0.3% | 1,182 | $306K |
| Prosperity Planning, Inc. | 0.14% | No change | 1,181 | $305K |
| Washington Trust Advisors, Inc. | 0.03% | Add +13.1% | 1,181 | $305K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.35% | Add +0.3% | 1,178 | $305K |
| Ameriflex Group, Inc. | 0.12% | Add +2.4% | 1,178 | $305K |
| Citizens National Bank Trust Department | 0.07% | Add +695.3% | 1,177 | $304K |
| Genesis Private Wealth, LLC | 0.16% | Reduce -8.7% | 1,176 | $304K |
| KOM Wealth Management Group, LLC | 0.27% | Reduce -13.3% | 1,176 | $304K |
| Obsidian Personal Planning Solutions LLC | 0.13% | Reduce -2.8% | 1,177 | $301K |
| Cambridge Capital Management, LLC | 0.19% | Add +0.4% | 1,163 | $301K |
| Cadinha & Co. LLC | 0.06% | No change | 1,162 | $301K |
| Wambolt & Associates, LLC | 0.10% | Reduce -47.6% | 1,145 | $297K |
| FourThought Financial Partners, LLC | 0.03% | Add +14.8% | 1,147 | $297K |
| Midwest Professional Planners, LTD. | 0.09% | Reduce -3.2% | 1,144 | $296K |
| SkyOak Wealth, LLC | 0.06% | Reduce -3.9% | 1,143 | $296K |
| Snider Financial Group | 0.10% | Add +9.7% | 1,141 | $295K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.12% | Add +3.1% | 1,209 | $295K |
| Camelot Technology Advisors, Inc. | 0.27% | Add +0.3% | 1,137 | $294K |
| PKS Advisory Services, LLC | 0.08% | Add +4.3% | 1,136 | $294K |
| Zacks Investment Management | 0.00% | Add +2.1% | 1,135 | $294K |
| Opal Wealth Advisors, LLC | 0.09% | Add +22.9% | 1,134 | $293K |
| Wick Capital Partners, LLC | 0.09% | New | 1,134 | $293K |
| Bath Savings Trust Co | 0.03% | Add +2.7% | 1,133 | $293K |
| LPF Advisors LLC | 0.24% | Add +0.2% | 1,126 | $291K |
| Vicus Capital | 0.03% | Reduce -2.0% | 1,126 | $291K |
| MKT Advisors LLC | 0.14% | Add +0.1% | 1,240 | $288K |
| Michels Family Financial, LLC | 0.26% | Add +1.1% | 1,111 | $287K |
| Hoese & Co LLP | 0.25% | No change | 1,110 | $287K |
| Aquire Wealth Advisors, LLC | 0.09% | Add +39.9% | 1,108 | $287K |
| RDA Financial Network | 0.09% | Reduce -44.0% | 1,108 | $287K |
| WMG Financial Advisors, LLC | 0.12% | Add +0.4% | 1,108 | $287K |
| American Financial & Tax Strategies Inc. | 0.15% | Reduce -0.5% | 1,108 | $286K |
| Money Concepts Capital Corp. | 0.02% | Add +14.3% | 1,104 | $286K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Add +0.6% | 1,102 | $285K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +0.9% | 1,101 | $285K |
| Fortress Private Ledger, LLC | 0.16% | Add +12.6% | 1,101 | $285K |
| Bfsg, LLC | 0.03% | Add +109.5% | 1,098 | $284K |
| Hoxton Planning & Management, LLC | 0.11% | Reduce -3.9% | 1,097 | $284K |
| West Michigan Advisors, LLC | 0.09% | Add +0.2% | 1,095 | $283K |
| Barrett & Company, Inc. | 0.12% | No change | 1,093 | $283K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -85.2% | 1,091 | $282K |
| Passive Capital Management, LLC. | 0.09% | New | 1,090 | $282K |
| Edgemoor Investment Advisors, Inc. | 0.03% | No change | 1,090 | $282K |
| Foundation Wealth Management, LLC\PA | 0.13% | No change | 1,090 | $282K |
| Carson Advisory Inc. | 0.19% | Add +3.5% | 1,089 | $282K |
| HTG Investment Advisors, Inc. | 0.12% | No change | 1,089 | $282K |
| Sensible Money, LLC | 0.12% | No change | 1,086 | $281K |
| Sageworth Trust Co of South Dakota | 0.34% | No change | 1,080 | $279K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -60.2% | 1,079 | $279K |
| Helium Advisors LLC | 0.20% | Add +0.4% | 1,078 | $279K |
| Weitzel Financial Services, Inc. | 0.13% | No change | 1,119 | $279K |
| First Community Trust NA | 0.24% | Reduce -17.0% | 1,067 | $276K |
| Dearborn Partners LLC | 0.01% | Add +6.4% | 1,066 | $276K |
| PCG Asset Management, LLC | 0.26% | Add +37.4% | 1,066 | $276K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.14% | Add +14.2% | 1,059 | $274K |
| Parcion Private Wealth LLC | 0.02% | New | 1,059 | $274K |
| Klingman & Associates, LLC | 0.02% | Reduce -16.2% | 1,059 | $274K |
| Mfa Wealth Advisors, LLC | 0.07% | Add +13.2% | 1,055 | $273K |
| Safeguard Investment Advisory Group, LLC | 0.07% | Add +27.6% | 1,055 | $273K |
| Cambridge Financial Group, LLC | 0.12% | Reduce -66.3% | 1,053 | $272K |
| Element Wealth, LLC | 0.15% | Add +0.1% | 1,049 | $271K |
| Insigneo Advisory Services, LLC | 0.03% | New | 1,047 | $271K |
| Sonoma Private Wealth LLC | 0.37% | Reduce -59.0% | 1,045 | $270K |
| Correct Capital Wealth Management | 0.05% | No change | 1,042 | $269K |
| Nova Wealth Management, Inc. | 0.23% | New | 1,041 | $269K |
| Financial Symmetry Inc | 0.16% | New | 1,036 | $268K |
| Embree Financial Group | 0.04% | Add +2.0% | 1,035 | $268K |
| Axis Wealth Partners, LLC | 0.20% | Reduce -3.6% | 1,029 | $266K |
| Bensler, LLC | 0.03% | Add +6.8% | 1,024 | $265K |
| tru Independence LLC | 0.08% | No change | 1,022 | $264K |
| Covestor Ltd | 0.18% | Reduce -6.5% | 1,022 | $264K |
| Kanawha Capital Management LLC | 0.02% | Reduce -7.0% | 1,019 | $263K |
| Madison Asset Management, LLC | 0.00% | New | 1,017 | $263K |
| Echo Wealth Management, LLC | 0.18% | Reduce -0.7% | 1,016 | $263K |
| Crumly & Associates Inc. | 0.07% | Add +2.0% | 1,016 | $263K |
| Trilogy Capital Inc. | 0.01% | New | 1,016 | $263K |
| Raab & Moskowitz Asset Management LLC | 0.07% | No change | 1,014 | $262K |
| Acima Private Wealth, LLC | 0.09% | No change | 1,007 | $260K |
| Tradition Wealth Management, LLC | 0.02% | Add +16.0% | 1,007 | $260K |
| Tilia Fiduciary Partners, Inc. | 0.17% | Add +22.5% | 1,006 | $260K |
| RAM Investment Partners, LLC | 0.06% | Reduce -44.3% | 1,006 | $260K |
| Clearwater Capital Advisors, LLC | 0.03% | Reduce -1.8% | 1,006 | $260K |
| Compass Financial Group, INC | 0.05% | Reduce -3.0% | 1,005 | $260K |
| Kavar Capital Partners Group, LLC | 0.04% | No change | 1,005 | $260K |
| Tolleson Wealth Management, Inc. | 0.05% | No change | 1,004 | $260K |
| Summit Asset Management, LLC | 0.04% | No change | 1,002 | $259K |
| Capital Advisors, Ltd. LLC | 0.03% | Reduce -8.3% | 1,000 | $259K |
| Searle & Co. | 0.07% | No change | 1,000 | $259K |
| Columbia Bank | 0.09% | Add +3.5% | 995 | $257K |
| Lathrop Investment Management Co. | 0.05% | No change | 993 | $257K |
| Level Wealth Management LLC | 0.17% | No change | 992 | $257K |
| Enzi Wealth | 0.10% | Reduce -12.2% | 1,010 | $256K |
| Earned Wealth Advisors, LLC | 0.06% | Add +7.5% | 989 | $256K |
| M Wealth Management, LLC | 0.24% | Add +0.4% | 988 | $256K |
| Madison Park Capital Advisors, LLC | 0.22% | Add +0.5% | 986 | $255K |
| Toth Financial Advisory Corp. | 0.03% | Reduce -28.9% | 982 | $254K |
| MTM Investment Management, LLC | 0.10% | Add +18.1% | 974 | $253K |
| Strategic Financial Planning, Inc. | 0.17% | No change | 975 | $252K |
| WealthCare Investment Partners, LLC | 0.11% | Add +21.0% | 1,049 | $252K |
| Capital Advisors Inc. | 0.01% | Reduce -4.7% | 973 | $252K |
| Legacy Bridge, LLC | 0.14% | Add +99.6% | 972 | $251K |
| Private Capital Management, LLC | 0.03% | New | 969 | $251K |
| Greenwood Capital Associates LLC | 0.03% | New | 967 | $250K |
| Gibson Wealth Advisors LLC | 0.20% | No change | 966 | $250K |
| Calton & Associates, Inc. | 0.06% | New | 963 | $249K |
| Maridea Wealth Management LLC | 0.08% | Reduce -7.9% | 962 | $249K |
| Norris Perne & French LLP | 0.02% | No change | 962 | $249K |
| Tocqueville Asset Management L.P. | 0.00% | Reduce -78.6% | 962 | $249K |
| Strategic Financial Concepts, LLC | 0.05% | Reduce -18.0% | 961 | $249K |
| Astoria Portfolio Advisors LLC. | 0.08% | Reduce -41.4% | 995 | $248K |
| Edgestream Partners, L.P. | 0.01% | New | 956 | $247K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 990 | $247K |
| Ted Buchan & Co | 0.12% | Add +10.5% | 954 | $247K |
| Regimen Wealth, LLC | 0.08% | Add +8.1% | 947 | $247K |
| Townsend Asset Management Corp. /NC/ | 0.09% | Reduce -19.3% | 952 | $246K |
| North Capital, Inc. | 0.23% | — | 950 | $246K |
| CCG Wealth Management, LLC | 0.15% | New | 950 | $246K |
| Ballentine Capital Advisors, Inc | 0.12% | No change | 950 | $246K |
| Tradewinds, LLC. | 0.07% | No change | 944 | $244K |
| Northeast Planning Associates, Inc. / NH / | 0.20% | Reduce -0.6% | 943 | $244K |
| Astoria Strategic Wealth, Inc. | 0.07% | Add +3.4% | 938 | $243K |
| Mendel Capital Management LLC | 0.15% | No change | 932 | $241K |
| Brooklyn Investment Group | 0.05% | Add +86.4% | 932 | $241K |
| McLean Asset Management Corp | 0.08% | Add +14.3% | 1,050 | $240K |
| Greenfield Savings Bank | 0.12% | No change | 926 | $239K |
| Miller Financial Services LLC | 0.34% | Reduce -9.8% | 925 | $239K |
| Portside Wealth Group, LLC | 0.04% | Reduce -9.1% | 924 | $239K |
| One Wealth Advisors, LLC | 0.04% | No change | 923 | $239K |
| Midwest Financial Group LLC | 0.14% | Add +1.9% | 920 | $238K |
| Financial & Tax Architects, LLC | 0.06% | Reduce -71.4% | 920 | $238K |
| First National Advisers, LLC | 0.04% | No change | 918 | $237K |
| Barclays PLC | 0.00% | No change | 917 | $237K |
| Lee Financial Co | 0.04% | Reduce -11.1% | 916 | $237K |
| Arvest Bank Trust Division | 0.01% | Reduce -77.6% | 915 | $237K |
| Tyche Wealth Partners LLC | 0.05% | Reduce -13.3% | 914 | $236K |
| Thrive Wealth Management, LLC | 0.05% | Add +0.7% | 914 | $236K |
| Elevation Capital Advisory, LLC | 0.10% | New | 913 | $236K |
| Prairie Wealth Advisors, Inc. | 0.12% | Add +0.3% | 913 | $236K |
| Wallace Capital Management Inc. | 0.03% | New | 911 | $236K |
| RWQ Financial Management Services, Inc. | 0.15% | New | 905 | $234K |
| GSG Advisors LLC | 0.08% | New | 948 | $234K |
| Eastern Bank | 0.00% | No change | 898 | $232K |
| Team Hewins, LLC | 0.09% | No change | 897 | $232K |
| Northwest Financial Advisors | 0.19% | Add +0.3% | 896 | $232K |
| Corundum Group, Inc. | 0.11% | No change | 890 | $230K |
| First Long Island Investors, LLC | 0.02% | No change | 890 | $230K |
| Financial Advisors Network, Inc. | 0.04% | New | 881 | $228K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.09% | No change | 950 | $228K |
| Cathy Pareto & Associates, Inc. | 0.20% | Add +0.5% | 878 | $227K |
| Horizon Investment Services, LLC | 0.11% | Add +4.8% | 878 | $227K |
| First Heartland Consultants, Inc. | 0.02% | New | 878 | $227K |
| Osborne Partners Capital Management, LLC | 0.01% | Reduce -0.6% | 876 | $227K |
| Trustco Bank Corp. N Y | 0.24% | Reduce -8.5% | 873 | $226K |
| Greenspring Advisors, LLC | 0.05% | No change | 873 | $226K |
| Legacy Financial Advisors, Inc. | 0.04% | New | 872 | $225K |
| Csenge Advisory Group | 0.01% | Reduce -24.8% | 914 | $225K |
| Basso Capital Management, L.P. | 0.19% | No change | 867 | $224K |
| Valley Brook Capital Group, Inc. | 0.18% | Reduce -0.5% | 867 | $224K |
| Prasad Wealth Partners, LLC | 0.07% | Add +0.2% | 863 | $223K |
| Register Financial Advisors LLC | 0.12% | Add +26.8% | 860 | $223K |
| Everpar Advisors LLC | 0.12% | No change | 859 | $222K |
| Gries Financial LLC | 0.04% | No change | 858 | $222K |
| Plotkin Financial Advisors, LLC | 0.14% | No change | 857 | $222K |
| Divergent Planning, LLC | 0.07% | Reduce -3.7% | 843 | $221K |
| Meritage Portfolio Management | 0.01% | Add +0.3% | 853 | $221K |
| Denver Wealth Management, Inc. | 0.10% | Add +0.5% | 853 | $220K |
| Sentry LLC | 0.04% | No change | 850 | $220K |
| Lansing Street Advisors | 0.07% | Reduce -1.4% | 847 | $219K |
| Orrstown Financial Services Inc. | 0.05% | Reduce -28.7% | 846 | $219K |
| Envision Financial Planning, LLC | 0.11% | Add +0.1% | 843 | $218K |
| Wolf Group Capital Advisors | 0.07% | New | 839 | $217K |
| Pasadena Private Wealth, LLC | 0.04% | New | 838 | $217K |
| Vermillion Wealth Management, Inc. | 0.06% | Reduce -0.2% | 838 | $217K |
| Patton Albertson Miller Group, LLC | 0.03% | No change | 837 | $216K |
| Bank of Nova Scotia | 0.00% | Reduce -8.2% | 835 | $216K |
| Trek Financial, LLC | 0.02% | Reduce -2.4% | 830 | $215K |
| Darden Wealth Group Inc | 0.17% | No change | 828 | $214K |
| Teachers Insurance & Annuity Association of America | 0.29% | No change | 827 | $214K |
| Creegan & Nassoura Financial Group, LLC | 0.14% | No change | 825 | $213K |
| Abacus Planning Group, Inc. | 0.04% | No change | 824 | $213K |
| United Advisor Group, LLC | 0.04% | Reduce -17.0% | 823 | $213K |
| Sound Stewardship, LLC | 0.12% | Reduce -2.5% | 818 | $212K |
| Flower City Capital | 0.14% | No change | 818 | $211K |
| Mechanics Bank Trust Department | 0.03% | Reduce -3.0% | 817 | $211K |
| ROI Financial Advisors, LLC | 0.15% | Add +0.9% | 816 | $211K |
| MRWM Advisors, LLC | 0.15% | No change | 811 | $210K |
| Trust Co | 0.02% | Reduce -6.7% | 810 | $209K |
| Main Management LLC | 0.02% | No change | 807 | $209K |
| Essex LLC | 0.05% | Reduce -0.5% | 808 | $209K |
| RMR Wealth Builders | 0.02% | Reduce -8.4% | 807 | $209K |
| Spirepoint Private Client, LLC | 0.03% | New | 804 | $208K |
| HFG Advisors, Inc. | 0.18% | No change | 803 | $208K |
| LFA - Lugano Financial Advisors SA | 0.14% | No change | 800 | $207K |
| Bantamac Capital, LLC | 0.10% | No change | 800 | $207K |
| Integris Wealth Management, LLC | 0.06% | No change | 796 | $206K |
| Noesis Capital Mangement Corp. | 0.04% | New | 796 | $206K |
| Columbia Advisory Partners LLC | 0.18% | Reduce -58.5% | 793 | $205K |
| Summit X, LLC | 0.04% | No change | 793 | $205K |
| WealthTrust Asset Management, LLC | 0.15% | Reduce -4.2% | 792 | $205K |
| Sittner & Nelson, LLC | 0.09% | Add +7.8% | 792 | $205K |
| Creekmur Asset Management LLC | 0.04% | Add +1240.7% | 791 | $205K |
| Intrepid Financial Planning Group LLC | 0.09% | Reduce -19.8% | 790 | $204K |
| Wall Street Financial Group, Inc. | 0.21% | New | 789 | $204K |
| American National Bank & Trust | 0.02% | Add +2.3% | 788 | $204K |
| Mission Financial Group, LLC | 0.19% | — | 709 | $204K |
| One Day In July LLC | 0.02% | Reduce -4.3% | 786 | $203K |
| Middleton & Co. Inc. | 0.02% | Reduce -3.1% | 784 | $203K |
| DHJJ Financial Advisors, Ltd. | 0.08% | Add +1.8% | 783 | $203K |
| Prospect Financial Group LLC | 0.26% | No change | 782 | $202K |
| Beacon Capital Management, LLC | 0.03% | Reduce -26.9% | 781 | $202K |
| Hubbell Strickland Wealth Management, LLC | 0.10% | New | 780 | $202K |
| CLG LLC | 0.07% | New | 776 | $201K |
| Websterrogers Financial Advisors, LLC | 0.07% | Reduce -6.7% | 776 | $201K |
| Strengthening Families & Communities, LLC | 0.12% | Reduce -2.4% | 824 | $199K |
| Tortoise Investment Management, LLC | 0.02% | No change | 756 | $196K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 755 | $195K |
| Brown, Lisle/Cummings, Inc. | 0.06% | No change | 751 | $194K |
| Christopher J. Hasenberg, Inc | 0.08% | Add +1671.4% | 744 | $193K |
| Godsey & Gibb, Inc. | 0.02% | No change | 726 | $188K |
| Flaharty Asset Management, LLC | 0.03% | New | 723 | $187K |
| Key Financial Inc | 0.04% | Add +14.7% | 720 | $186K |
| Rossby Financial, LCC | 0.08% | New | 734 | $186K |
| Family Manage LLC | 0.03% | Reduce -4.1% | 702 | $182K |
| Rothschild Investment LLC | 0.01% | No change | 700 | $181K |
| Richardson Capital Management LLC | 0.11% | Reduce -6.7% | 694 | $180K |
| C M Bidwell & Associates Ltd. | 0.11% | Reduce -12.4% | 678 | $175K |
| Rise Advisors, LLC | 0.08% | Add +0.5% | 661 | $171K |
| Morling Financial Advisors, LLC | 0.06% | Reduce -1.5% | 651 | $168K |
| 10Elms LLP | 0.20% | No change | 640 | $166K |
| Hurley Capital, LLC | 0.13% | Add +784.7% | 637 | $165K |
| Princeton Global Asset Management LLC | 0.03% | No change | 632 | $163K |
| Compass Financial Services Inc | 0.09% | Add +0.5% | 627 | $162K |
| Dagco, Inc. | 0.05% | New | 611 | $158K |
| Realta Investment Advisors | 0.07% | Add +2.5% | 607 | $157K |
| Red Lighthouse Investment Management, LLC | 0.06% | Add +1.8% | 624 | $156K |
| Garrison Bradford & Associates Inc. | 0.17% | New | 600 | $155K |
| Marshall Investment Management, LLC | 0.10% | Reduce -17.7% | 596 | $154K |
| Synergy Investment Management, LLC | 0.06% | Reduce -4.8% | 595 | $154K |
| New Millennium Group LLC | 0.10% | Reduce -1.0% | 580 | $150K |
| Compass Wealth Management LLC | 0.04% | Reduce -6.5% | 575 | $149K |
| Clean Yield Group | 0.05% | Reduce -20.9% | 568 | $147K |
| PrairieView Partners, LLC | 0.02% | No change | 565 | $146K |
| Breakwater Investment Management | 0.06% | No change | 563 | $146K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -15.7% | 555 | $144K |
| Hantz Financial Services, Inc. | 0.00% | New | 549 | $142K |
| Transce3nd, LLC | 0.06% | Reduce -65.3% | 547 | $141K |
| Solstein Capital, LLC | 0.08% | No change | 537 | $139K |
| Cardiff Park Advisors, LLC | 0.01% | Reduce -2.6% | 523 | $135K |
| Global Trust Asset Management, LLC | 0.08% | Reduce -32.8% | 523 | $135K |
| Reyes Financial Architecture, Inc. | 0.10% | No change | 514 | $133K |
| Evelyn Partners Investment Management Services Ltd | 0.02% | New | 509 | $132K |
| Intelligent Financial Strategies | 0.07% | Add +3.3% | 508 | $131K |
| Mycio Wealth Partners, LLC | 0.03% | No change | 507 | $131K |
| Mb, Levis & Associates, LLC | 0.06% | Add +0.6% | 501 | $130K |
| IMG Wealth Management, Inc. | 0.11% | Reduce -14.0% | 487 | $126K |
| Citadel Advisors | 0.00% | Reduce -84.5% | 487 | $126K |
| DecisionPoint Financial, LLC | 0.04% | No change | 480 | $124K |
| Richardson Financial Services Inc. | 0.09% | Reduce -3.3% | 476 | $123K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -2.1% | 475 | $123K |
| Evergreen Private Wealth LLC | 0.06% | Add +56.3% | 475 | $123K |
| Zions Bancorporation, National Association | 0.01% | — | 471 | $122K |
| Family CFO Inc | 0.07% | No change | 469 | $121K |
| Park Place Capital Corp | 0.03% | New | 468 | $121K |
| Tompkins Financial Corp. | 0.01% | Add +4.5% | 463 | $120K |
| Quest 10 Wealth Builders, Inc. | 0.13% | Add +16.5% | 460 | $119K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 458 | $118K |
| FSA Wealth Management LLC | 0.05% | Add +1757.7% | 483 | $118K |
| Greykasell Wealth Strategies, Inc. | 0.06% | New | 450 | $116K |
| NWK Group, Inc. | 0.05% | No change | 448 | $116K |
| North Ridge Wealth Advisors, Inc. | 0.08% | Add +10900.0% | 440 | $114K |
| Front Row Advisors LLC | 0.04% | No change | 435 | $113K |
| Quent Capital, LLC | 0.01% | Reduce -28.9% | 434 | $112K |
| Tucker Asset Management LLC | 0.04% | Reduce -7.1% | 431 | $112K |
| Bell Investment Advisors, Inc | 0.02% | No change | 430 | $111K |
| Global Financial Private Client, LLC | 0.04% | Reduce -0.2% | 422 | $109K |
| Broadwater Capital Management LLC | 0.08% | No change | 415 | $107K |
| von Borstel & Associates, Inc. | 0.03% | New | 410 | $106K |
| Hollencrest Capital Management | 0.00% | Reduce -24.3% | 406 | $105K |
| MCF Advisors LLC | 0.01% | Add +5.0% | 401 | $104K |
| Birch Capital Management, LLC | 0.05% | Reduce -25.9% | 391 | $101K |
| Provident Wealth Management, LLC | 0.03% | No change | 374 | $97K |
| Pacifica Partners Inc. | 0.04% | Add +0.3% | 386 | $96K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 356 | $92K |
| Nemes Rush Group LLC | 0.01% | Add +2.1% | 343 | $89K |
| Proathlete Wealth Management LLC | 0.03% | New | 342 | $88K |
| CVA Family Office, LLC | 0.01% | Add +0.3% | 339 | $88K |
| Arlington Trust Co LLC | 0.02% | Add +221.9% | 338 | $87K |
| Maryland Capital Advisors Inc. | 0.04% | No change | 316 | $82K |
| Centennial Bank | 0.04% | No change | 315 | $81K |
| Abound Wealth Management | 0.03% | Reduce -21.2% | 312 | $81K |
| Founders Capital Management | 0.05% | No change | 303 | $78K |
| Concord Wealth Partners | 0.01% | Add +0.7% | 302 | $78K |
| SWAN Capital LLC | 0.04% | Add +9.4% | 302 | $78K |
| London Co. of Virginia | 0.00% | Reduce -59.3% | 295 | $76K |
| Wealth Preservation Advisors, LLC | 0.05% | — | 292 | $76K |
| Promus Capital, LLC | 0.06% | No change | 284 | $73K |
| Keener Financial Planning LLC | 0.05% | No change | 283 | $73K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | Reduce -18.3% | 282 | $73K |
| BankPlus Trust Department | 0.02% | No change | 275 | $71K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.4% | 268 | $69K |
| Kozak & Associates, Inc. | 0.02% | Add +4.9% | 277 | $68K |
| Morris Financial Concepts, Inc. | 0.03% | No change | 253 | $65K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 246 | $65K |
| SRH Advisors, LLC | 0.02% | No change | 245 | $63K |
| Vermillion & White Wealth Management Group, LLC | 0.05% | No change | 242 | $63K |
| Winch Advisory Services, LLC | 0.02% | Add +8.6% | 241 | $62K |
| Motco | 0.01% | No change | 240 | $62K |
| Sterling Capital Management LLC | 0.00% | Reduce -8.4% | 240 | $62K |
| Sawyer & Company, Inc | 0.02% | Add +0.4% | 236 | $61K |
| Hughes Financial Services, LLC | 0.01% | New | 232 | $60K |
| Fairscale Capital, LLC | 0.05% | No change | 232 | $60K |
| Financial Perspectives, Inc | 0.02% | Reduce -36.5% | 231 | $60K |
| Perritt Capital Management Inc | 0.03% | Add +0.4% | 230 | $60K |
| Atticus Wealth Management, LLC | 0.02% | Reduce -10.5% | 230 | $60K |
| Bernard Wealth Management Corp. | 0.03% | No change | 225 | $58K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | No change | 222 | $57K |
| Bradley & Co. Private Wealth Management, LLC | 0.04% | No change | 220 | $57K |
| Hoey Investments, Inc. | 0.01% | Add +0.5% | 216 | $56K |
| Financial Connections Group, Inc. | 0.02% | No change | 205 | $53K |
| one8zero8, LLC | 0.01% | New | 202 | $52K |
| Legacies Wealth LLC | 0.04% | No change | 200 | $52K |
| Union Savings Bank | 0.02% | No change | 196 | $51K |
| Financial Network Wealth Advisors LLC | 0.07% | Add +2337.5% | 195 | $50K |
| Insight Inv LLC | 0.03% | No change | 191 | $49K |
| Archer Investment Corp | 0.01% | Reduce -0.5% | 190 | $49K |
| Hanson & Doremus Investment Management | 0.01% | No change | 188 | $49K |
| Redmont Wealth Advisors LLC | 0.09% | New | 187 | $48K |
| LRI Investments, LLC | 0.00% | Add +1.1% | 187 | $48K |
| PFS Partners, LLC | 0.03% | Add +0.5% | 186 | $48K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 178 | $46K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 174 | $45K |
| Angeles Wealth Management, LLC | 0.00% | No change | 163 | $42K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Reduce -20.1% | 163 | $42K |
| Atlantic Private Wealth, LLC | 0.03% | New | 155 | $40K |
| Cornerstone Planning Group LLC | 0.01% | Add +22.5% | 158 | $39K |
| Peoples Bank | 0.03% | No change | 150 | $39K |
| Signature Resources Capital Management, LLC | 0.03% | Add +83.8% | 147 | $38K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Reduce -28.9% | 148 | $38K |
| Millstone Evans Group, LLC | 0.03% | Reduce -13.2% | 145 | $38K |
| Orion Capital Management LLC | 0.02% | No change | 143 | $37K |
| Blume Capital Management, Inc. | 0.01% | No change | 139 | $36K |
| Arjuna Capital | 0.01% | New | 138 | $36K |
| Avalon Trust Co | 0.00% | Reduce -66.8% | 133 | $34K |
| First Pacific Financial | 0.01% | New | 132 | $34K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 133 | $34K |
| Hemington Wealth Management | 0.01% | No change | 135 | $34K |
| Main Street Group, LTD | 0.01% | Reduce -18.6% | 131 | $34K |
| ESL Trust Services, LLC | 0.01% | No change | 130 | $34K |
| Pillar Financial Advisors, LLC | 0.02% | Reduce -46.4% | 127 | $33K |
| Pineridge Advisors LLC | 0.01% | Add +13.8% | 124 | $32K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 120 | $31K |
| Coston, McIsaac & Partners | 0.01% | Reduce -16.6% | 121 | $31K |
| CNB Bank | 0.02% | No change | 118 | $31K |
| Resources Management Corp. /CT/ | 0.00% | No change | 116 | $30K |
| AllSquare Wealth Management LLC | 0.02% | No change | 110 | $28K |
| Armor Investment Advisors, LLC | 0.01% | No change | 105 | $27K |
| Headlands Technologies LLC | 0.00% | New | 104 | $27K |
| Versant Capital Management, Inc | 0.00% | No change | 94 | $24K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -36.2% | 90 | $23K |
| New Republic Capital, LLC | 0.01% | No change | 89 | $23K |
| TCTC Holdings, LLC | 0.00% | No change | 88 | $23K |
| Semmax Financial Advisors Inc. | 0.01% | Add +4150.0% | 85 | $22K |
| ORG Partners LLC | 0.01% | Reduce -32.5% | 85 | $22K |
| Safe Harbor Fiduciary, LLC | 0.02% | New | 82 | $21K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 80 | $21K |
| Aventura Private Wealth, LLC | 0.01% | No change | 79 | $20K |
| Colony Family Offices, LLC | 0.01% | No change | 79 | $20K |
| Tidemark, LLC | 0.01% | Reduce -31.4% | 70 | $18K |
| Rice Partnership, LLC | 0.00% | New | 70 | $18K |
| Smallwood Wealth Investment Management, LLC | 0.01% | New | 67 | $17K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 66 | $17K |
| HighMark Wealth Management LLC | 0.01% | No change | 65 | $17K |
| SJS Investment Consulting Inc. | 0.00% | No change | 63 | $16K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 63 | $16K |
| PSI Advisors, LLC | 0.01% | Reduce -32.3% | 63 | $16K |
| Stuart Chaussee & Associates, Inc. | 0.00% | No change | 63 | $16K |
| Binnacle Investments Inc | 0.01% | — | 61 | $16K |
| Kentucky Trust Co | 0.01% | No change | 60 | $16K |
| Van Eck Associates Corp. | 0.00% | No change | 58 | $15K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -32.1% | 57 | $15K |
| Park Square Financial Group, LLC | 0.01% | No change | 54 | $14K |
| Davis Capital Management | 0.01% | No change | 53 | $14K |
| Whipplewood Advisors, LLC | 0.01% | New | 2,965 | $13K |
| Old Second National Bank of Aurora | 0.00% | New | 52 | $13K |
| WFA Asset Management Corp | 0.01% | Reduce -1.9% | 52 | $13K |
| Crowley Wealth Management, Inc. | 0.01% | No change | 50 | $13K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 49 | $13K |
| IMA Advisory Services, Inc. | 0.00% | New | 49 | $13K |
| Eq Wealth Advisors, LLC | 0.01% | New | 47 | $12K |
| Thompson Investment Management, Inc. | 0.00% | No change | 45 | $12K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 44 | $11K |
| PFG Private Wealth Management, LLC | 0.01% | No change | 42 | $11K |
| Private Wealth Management Group, LLC | 0.00% | No change | 40 | $10K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 40 | $10K |
| Ascentis Wealth Management, LLC | 0.00% | New | 35 | $9K |
| Retirement Wealth Solutions LLC | 0.01% | Reduce -26.3% | 28 | $7K |
| CGC Financial Services, LLC | 0.00% | No change | 25 | $6K |
| Eisler Capital Management Ltd. | 0.00% | New | 24 | $6K |
| 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% | No change | 23 | $6K |
| Cheviot Value Management, LLC | 0.00% | New | 20 | $5K |
| Valued Wealth Advisors LLC | 0.00% | New | 20 | $5K |
| Bank & Trust Co | 0.00% | No change | 20 | $5K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 20 | $5K |
| MV Capital Management, Inc. | 0.00% | No change | 18 | $5K |
| Dakota Community Bank & Trust NA | 0.02% | Reduce -79.5% | 18 | $5K |
| WPG Advisers, LLC | 0.00% | No change | 18 | $5K |
| Anfield Capital Management, LLC | 0.00% | No change | 17 | $4K |
| Absher Wealth Management, LLC | 0.00% | No change | 17 | $4K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 15 | $4K |
| MGB Wealth Management, LLC | 0.00% | Add +25.0% | 15 | $4K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 14 | $4K |
| 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% | No change | 10 | $3K |
| Investors Research Corp | 0.00% | No change | 10 | $3K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 10 | $3K |
| Viewpoint Capital Management LLC | 0.00% | No change | 9 | $2K |
| Aspect Partners, LLC | 0.00% | New | 8 | $2K |
| Lord & Richards Wealth Management, LLC | 0.00% | New | 7 | $2K |
| Colonial Trust Advisors | 0.00% | No change | 7 | $2K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 6 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 5 | $1K |
| Nordwand Advisors, LLC | 0.00% | No change | 5 | $1K |
| Robbins Farley | 0.00% | No change | 4 | $1K |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 4 | $1K |
| Washington Growth Strategies LLC | 0.55% | — | 259 | $618 |
| Eukles Asset Management | 0.00% | No change | 2 | $518 |
| Van Den Berg Management I, Inc. | 0.00% | New | 2 | $517 |
| Bellwether Advisors, LLC | 0.00% | No change | 2 | $517 |
"% 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.