Vngrd Mrngstr MD-Cap ETF-UsdVOETF
13F holders, Q2 2025 (June 30)2,172holders +45
125new positions
75sold out
6famous investors
$279.42avg. 13F price*
At the end of Q2 2025, 2,172 institutions reported holding Vngrd Mrngstr MD-Cap ETF-Usd (VO) in their 13F filings, up 45 from Q1 2025. 125 opened new positions and 75 sold out. The largest holders were Wells Fargo & Company ($6.9B), Jones Financial Companies LLLP ($5.9B) and Bank of America Corp. ($4.8B). 6 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 Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- Vngrd Mrngstr MD-Cap ETF-Usd
- Filed as
- VANGUARD INDEX FDS (Q2 2025)
- CUSIP
- 922908629
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 125 | $144.0M |
| Exits | 75 | $297.6M |
All 13F filers, Q1 2025 → Q2 2025: 18,271,398 shares bought and 4,196,052 shares sold, net +14,075,346 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,172 holders
| Wells Fargo & Company | 1.53% | Add +3.4% | 24,779,833 | $6.9B |
| Jones Financial Companies LLLP | 4.44% | Add +14.3% | 20,981,556 | $5.9B |
| Bank of America Corp. | 0.39% | Add +3.8% | 17,255,275 | $4.8B |
| Creative Planning | 2.01% | Add +2.4% | 8,406,520 | $2.4B |
| Morgan Stanley | 0.15% | Add +0.1% | 8,041,443 | $2.3B |
| Northwestern Mutual Wealth Management Co. | 1.37% | Add +7.7% | 6,733,309 | $1.9B |
| Raymond James Financial Inc. | 0.63% | Add +6.2% | 6,568,668 | $1.8B |
| UBS Group AG | 0.33% | Add +0.9% | 5,675,783 | $1.6B |
| US Bancorp \de | 1.49% | Add +2677.1% | 4,241,845 | $1.2B |
| Ameriprise Financial Inc. | 0.24% | Add +2.5% | 3,473,570 | $971.8M |
| Envestnet Asset Management Inc. | 0.26% | Add +0.9% | 3,210,842 | $898.5M |
| LPL Financial LLC | 0.28% | Reduce -0.1% | 2,966,756 | $830.2M |
| Natixis Advisors, LLC | 1.23% | Add +13.7% | 2,761,367 | $772.7M |
| Envestnet Portfolio Solutions, Inc. | 2.64% | Add +4275.0% | 2,564,980 | $717.8M |
| PNC Financial Services Group, Inc. | 0.42% | Reduce -1.6% | 2,315,383 | $647.9M |
| JPMorgan Chase & Co. | 0.04% | Reduce -6.7% | 2,146,011 | $600.5M |
| Mariner, LLC | 0.69% | Add +10.4% | 1,709,460 | $478.4M |
| CIBC Private Wealth Group LLC | 0.83% | Add +4.3% | 1,666,862 | $466.4M |
| Royal Bank of Canada | 0.09% | Add +1.6% | 1,565,465 | $438.1M |
| Tiaa Trust, National Association | 1.11% | Reduce -9.1% | 1,523,798 | $426.4M |
| Allworth Financial LP | 1.92% | Add +2.3% | 1,430,611 | $400.3M |
| JMG Financial Group, Ltd. | 11.25% | Reduce -1.4% | 1,325,765 | $371.0M |
| Wealthspire Advisors, LLC | 1.92% | Add +8.8% | 1,217,920 | $340.8M |
| Border to Coast Pensions Partnership Ltd | 6.22% | No change | 1,210,150 | $338.6M |
| Commonwealth Equity Services, LLC | 0.44% | Reduce -3.6% | 1,184,471 | $331.4M |
| Nicholas Hoffman & Company, LLC. | 7.93% | Add +27.4% | 1,096,310 | $306.8M |
| Bank of New York Mellon Corp | 0.05% | Reduce -1.1% | 1,039,154 | $290.8M |
| Midwest Trust Co | 3.67% | — | 947,793 | $265.2M |
| Cetera Investment Advisers | 0.44% | Add +18.3% | 941,545 | $263.5M |
| Cerity Partners LLC | 0.46% | Add +16.3% | 921,472 | $258.3M |
| HighTower Advisors, LLC | 0.31% | Reduce -1.0% | 870,194 | $243.5M |
| Regions Financial Corp. | 1.63% | Add +489.9% | 846,877 | $237.0M |
| Moneta Group Investment Advisors LLC | 2.55% | Add +17.1% | 765,000 | $214.1M |
| Goldman Sachs Group Inc. | 0.03% | Add +1.6% | 731,640 | $204.7M |
| Clearstead Advisors, LLC | 2.72% | Add +0.8% | 691,819 | $193.6M |
| Osaic Holdings, Inc. | 0.34% | Add +0.5% | 686,338 | $191.7M |
| Bank of Montreal | 0.10% | Add +3.8% | 679,323 | $190.1M |
| Stifel Financial Corp. | 0.18% | Add +5.6% | 651,434 | $182.3M |
| Mercer Global Advisors Inc. | 0.39% | Reduce -15.3% | 613,161 | $171.7M |
| Pathstone Holdings, LLC | 0.66% | Add +3.9% | 624,581 | $166.7M |
| Beacon Pointe Advisors, LLC | 1.74% | Reduce -1.3% | 595,354 | $166.6M |
| First Command Advisory Services, Inc. | 1.35% | Add +3.0% | 561,518 | $157.1M |
| 1832 Asset Management L.P. | 0.26% | Add +24.0% | 538,967 | $150.8M |
| Baird Financial Group, Inc. | 0.26% | Add +0.8% | 538,132 | $150.6M |
| Truist Financial Corp. | 0.22% | Reduce -5.1% | 534,240 | $149.5M |
| MassMutual Private Wealth & Trust, FSB | 3.93% | Add +1.9% | 526,618 | $147.4M |
| Kestra Investment Management, LLC | 4.13% | Reduce -44.3% | 486,809 | $136.2M |
| Rockefeller Capital Management L.P. | 0.29% | Reduce -5.0% | 479,993 | $134.3M |
| FMR LLC | 0.01% | Add +28.9% | 479,531 | $134.2M |
| Fifth Third Bancorp | 0.41% | Reduce -1.6% | 426,309 | $119.3M |
| MML Investors Services, LLC | 0.34% | Add +30.9% | 424,700 | $118.8M |
| Cullen/Frost Bankers, Inc. | 1.49% | Add +3.3% | 423,957 | $118.6M |
| Joel Isaacson & Co., LLC | 4.80% | Add +6.0% | 422,165 | $118.1M |
| Millburn Ridgefield LLC | 2.72% | No change | 404,194 | $113.1M |
| Catalyst Capital Advisors LLC | 2.28% | No change | 404,194 | $113.1M |
| Bleakley Financial Group, LLC | 2.85% | Add +18.1% | 400,702 | $112.1M |
| Invictus Private Wealth, LLC | 7.64% | Add +3.8% | 398,534 | $111.5M |
| Corient Private Wealth LP | 0.15% | Add +0.7% | 395,148 | $110.6M |
| Choate Investment Advisors | 2.38% | Reduce -5.3% | 392,534 | $109.8M |
| Chicago Partners Investment Group LLC | 2.99% | Add +1.5% | 360,503 | $103.8M |
| Financial Synergies Wealth Advisors, Inc. | 11.16% | Add +0.9% | 366,230 | $102.5M |
| Assetmark, Inc. | 0.24% | Add +5.9% | 363,792 | $101.8M |
| Janney Montgomery Scott LLC | 0.26% | Add +0.6% | 358,215 | $100.2M |
| CBIZ Investment Advisory Services, LLC | 4.37% | Add +3.7% | 352,513 | $98.7M |
| Captrust Financial Advisors | 0.21% | Reduce -11.9% | 343,668 | $96.2M |
| Cresset Asset Management, LLC | 0.47% | Reduce -10.2% | 331,969 | $93.2M |
| Trustmark Bank Trust Department | 6.43% | Add +0.5% | 332,776 | $93.1M |
| Equitable Holdings, Inc. | 0.74% | Add +4.9% | 321,485 | $90.0M |
| Pine Ridge Advisers LLC | 5.60% | Add +0.4% | 313,782 | $87.8M |
| Kestra Advisory Services, LLC | 0.42% | Add +11.9% | 305,492 | $85.5M |
| National Philanthropic Trust | 1.13% | Add +3.1% | 302,750 | $84.7M |
| NewEdge Advisors, LLC | 0.42% | Add +5.5% | 290,919 | $81.4M |
| CENTRAL TRUST Co | 1.79% | Add +3.0% | 277,129 | $77.6M |
| Nadler Financial Group, Inc. | 7.87% | Add +1.3% | 274,550 | $76.8M |
| Pittenger & Anderson Inc. | 2.74% | Add +1.3% | 268,263 | $75.1M |
| Smithfield Trust Co | 3.44% | Add +2.7% | 259,988 | $72.8M |
| Oppenheimer Asset Management Inc. | 0.83% | Reduce -0.5% | 257,104 | $71.9M |
| Larson Financial Group LLC | 2.86% | Reduce -16.8% | 254,419 | $71.2M |
| Manufacturers Life Insurance Company, The | 0.06% | Reduce -7.4% | 253,324 | $70.9M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Reduce -12.6% | 251,044 | $70.3M |
| Axxcess Wealth Management, LLC | 1.68% | Add +0.1% | 250,168 | $70.0M |
| Betterment LLC | 0.15% | Add +77.3% | 244,121 | $68.3M |
| Schneider Downs Wealth Management Advisors, LP | 10.02% | Add +3.7% | 239,614 | $67.1M |
| Capital Asset Advisory Services LLC | 3.12% | Add +2.6% | 237,208 | $66.8M |
| Connecticut Wealth Management, LLC | 3.05% | Add +12.3% | 228,910 | $64.1M |
| Venture Visionary Partners LLC | 2.38% | Add +1.8% | 226,096 | $63.3M |
| Private Advisor Group, LLC | 0.34% | Reduce -1.5% | 225,957 | $63.2M |
| Peapack Gladstone Financial Corp. | 0.89% | Add +1.9% | 225,517 | $63.1M |
| SilverOak Wealth Management LLC | 11.73% | Add +8.6% | 223,290 | $62.5M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +11.1% | 216,223 | $61.3M |
| PDS Planning, Inc | 4.57% | Add +5.5% | 219,083 | $61.3M |
| Northwest Quadrant Wealth Management, LLC | 12.59% | Reduce -0.5% | 201,804 | $56.5M |
| CX Institutional | 1.94% | Reduce -11.6% | 198,417 | $55.5M |
| Comerica Bank | 0.21% | Add +2.0% | 197,230 | $55.2M |
| Merit Financial Group, LLC | 0.62% | Add +28.0% | 197,035 | $55.1M |
| &partners | 0.42% | Add +2.3% | 195,291 | $54.6M |
| Bessemer Group Inc. | 0.09% | Add +14.9% | 193,818 | $54.2M |
| Citizens Financial Group Inc. | 0.86% | Reduce -3.3% | 191,666 | $53.8M |
| New York Life Investment Management LLC | 0.49% | Add +3.1% | 187,020 | $52.3M |
| Leavell Investment Management, Inc. | 2.33% | Add +1.5% | 184,840 | $51.9M |
| SigFig Wealth Management, LLC | 1.61% | Add +32.0% | 174,811 | $48.8M |
| New Hampshire Trust | 10.18% | Add +3.7% | 174,123 | $48.7M |
| Associated Banc-Corp | 1.37% | Add +8.0% | 172,994 | $48.4M |
| Steward Partners Investment Advisory, LLC | 0.37% | Add +8.1% | 170,804 | $47.8M |
| Riverpoint Wealth Management Holdings, LLC | 11.00% | Add +3.4% | 167,059 | $46.7M |
| Arax Advisory Partners | 2.14% | Add +14.9% | 165,662 | $46.5M |
| BLB&B Advisors, LLC | 2.13% | Add +29.0% | 163,221 | $45.7M |
| Sanctuary Advisors, LLC | 0.28% | Reduce -7.7% | 161,591 | $45.2M |
| Performa Ltd (US), LLC | 13.45% | Add +9.5% | 159,432 | $44.6M |
| Arkansas Financial Group, Inc. | 6.92% | Reduce -1.1% | 159,159 | $44.5M |
| Focus Partners Wealth | 0.10% | Add +12.4% | 158,115 | $44.3M |
| TCV Trust & Wealth Management, Inc. | 3.84% | Reduce -1.1% | 156,997 | $43.9M |
| NewEdge Wealth, LLC | 0.69% | Add +7.0% | 154,074 | $43.8M |
| DAVENPORT & Co LLC | 0.24% | Add +599.6% | 154,367 | $43.2M |
| Bear Mountain Capital, Inc. | 15.46% | Add +2.4% | 151,514 | $43.1M |
| Cutler Investment Counsel LLC | 4.77% | Add +1.8% | 152,497 | $42.8M |
| BOK Financial Private Wealth, Inc. | 2.81% | Reduce -3.2% | 149,905 | $42.1M |
| AMG National Trust Bank | 1.05% | Add +12.7% | 142,798 | $40.0M |
| Thrivent Financial for Lutherans | 0.09% | Add +173.5% | 142,546 | $39.9M |
| Center for Financial Planning, Inc. | 4.57% | Add +1168.6% | 142,232 | $39.8M |
| IFC Advisors LLC | 7.36% | Add +3.0% | 140,650 | $39.4M |
| Stephens Consulting, LLC | 9.39% | Add +0.7% | 140,617 | $39.3M |
| Heartwood Wealth Advisors LLC | 3.99% | Add +0.6% | 136,568 | $38.2M |
| Wealthquest Corp | 3.01% | Add +2.0% | 136,312 | $38.1M |
| Fulcrum Capital LLC | 7.99% | Reduce -25.2% | 134,930 | $37.8M |
| Ballast, Inc. | 9.82% | Add +1.8% | 134,045 | $37.5M |
| DT Investment Partners, LLC | 3.36% | Add +53.0% | 133,717 | $37.4M |
| Glenmede Investment Management, LP | 0.19% | — | 133,362 | $37.3M |
| Fidato Wealth LLC | 26.24% | Add +4.8% | 131,244 | $36.7M |
| Avantax Advisory Services, Inc. | 0.20% | Add +9.4% | 129,743 | $36.3M |
| TL Private Wealth | 15.03% | Add +2.0% | 128,273 | $36.2M |
| Lido Advisors, LLC | 0.19% | Add +8.8% | 128,005 | $35.9M |
| Perkins Coie Trust Co | 6.10% | Reduce -0.4% | 127,896 | $35.8M |
| Northern Trust Corp. | 0.00% | Add +3.7% | 126,982 | $35.5M |
| Marquette Asset Management, LLC | 5.94% | Add +0.5% | 126,681 | $35.5M |
| SP Asset Management LLC | 2.92% | Add +8.0% | 126,265 | $35.3M |
| GenTrust, LLC | 1.66% | Reduce -14.8% | 125,411 | $35.2M |
| Blair William & Co. | 0.10% | Add +8.2% | 124,683 | $34.9M |
| Stephens Inc. | 0.47% | Reduce -17.8% | 122,460 | $34.3M |
| Agf Management Ltd. | 0.16% | Reduce -0.4% | 122,315 | $34.2M |
| Pathway Financial Advisors LLC | 4.97% | Add +26.9% | 121,452 | $34.0M |
| American Trust | 3.14% | New | 119,255 | $33.4M |
| First Manhattan Co. Llc. | 0.09% | Add +6.0% | 116,754 | $32.8M |
| Conrad Siegel Investment Advisors, Inc. | 7.36% | Add +0.5% | 117,168 | $32.8M |
| Wesbanco Bank Inc. | 0.97% | Add +5.2% | 117,149 | $32.8M |
| Coldstream Capital Management Inc. | 0.53% | Reduce -22.7% | 115,933 | $32.4M |
| Pandi, LLC | 4.34% | No change | 115,868 | $32.4M |
| Bouchey Financial Group, Ltd. | 2.62% | Add +0.3% | 112,549 | $31.5M |
| Full Sail Capital, LLC | 1.78% | Add +25.1% | 110,266 | $30.9M |
| Blankinship & Foster, LLC | 7.09% | Reduce -4.9% | 108,277 | $30.3M |
| Enclave Advisors LLC | 4.82% | Reduce -2.1% | 106,655 | $29.9M |
| MAI Capital Management | 0.21% | Add +1.2% | 106,636 | $29.8M |
| Wealthspire Retirement, LLC | 1.97% | Add +53.9% | 106,326 | $29.8M |
| Wooster Corthell Wealth Management, Inc. | 5.47% | Add +27.2% | 105,612 | $29.6M |
| Integrated Wealth Concepts LLC | 0.30% | Reduce -2.5% | 105,452 | $29.5M |
| Country Trust Bank | 0.66% | Add +16.6% | 104,865 | $29.3M |
| HB Wealth Management, LLC | 0.23% | Reduce -10.1% | 104,824 | $29.3M |
| Litman Gregory Wealth Management LLC | 2.30% | Add +178.9% | 104,595 | $29.3M |
| Cranbrook Wealth Management, LLC | 6.24% | Add +2.6% | 104,576 | $29.3M |
| Founders Financial Securities LLC | 2.20% | Add +27.2% | 103,305 | $28.9M |
| Arrow Financial Corp | 3.04% | Reduce -5.1% | 103,248 | $28.9M |
| Phillips Financial Management, LLC | 2.10% | Reduce -0.4% | 103,197 | $28.9M |
| Axiom Financial Strategies, LLC | 15.99% | Reduce -2.3% | 102,454 | $28.7M |
| Horizon Investments, LLC | 0.44% | Add +28.4% | 99,853 | $27.9M |
| Whittier Trust Co. | 0.33% | Add +1.9% | 98,950 | $27.7M |
| ProVise Management Group, LLC | 2.18% | Reduce -0.3% | 98,629 | $27.6M |
| Searcy Financial Services Inc. | 11.10% | Add +1.2% | 97,599 | $27.3M |
| SOL Capital Management CO | 2.62% | Add +7.1% | 96,746 | $27.1M |
| Trust Co of the South | 4.71% | Add +29.4% | 94,714 | $26.5M |
| Brown Advisory Inc. | 0.03% | Add +0.9% | 94,111 | $26.3M |
| Nicolet Advisory Services, LLC | 2.23% | Reduce -0.7% | 93,164 | $26.3M |
| St Germain D J Co. Inc. | 1.12% | Reduce -0.6% | 92,870 | $26.0M |
| BCK Partners, Inc. | 15.24% | Add +0.0% | 92,806 | $26.0M |
| Ashton Thomas Private Wealth, LLC | 0.91% | Reduce -24.1% | 92,157 | $25.9M |
| Pacific Center for Financial Services | 6.95% | Reduce -0.6% | 91,556 | $25.6M |
| Woodmont Investment Counsel LLC | 1.67% | Add +0.3% | 90,420 | $25.3M |
| Facet Wealth, Inc. | 0.57% | Reduce -1.8% | 88,310 | $25.3M |
| Pure Financial Advisors, LLC | 0.44% | Add +0.0% | 89,913 | $25.2M |
| Cwm, LLC | 0.09% | Add +2.1% | 88,965 | $24.9M |
| Glenview Trust Co | 0.43% | Add +0.8% | 88,887 | $24.9M |
| Round Rock Advisors LLC | 4.29% | Reduce -3.5% | 88,864 | $24.9M |
| American Financial Advisors, LLC | 3.47% | Reduce -2.2% | 88,825 | $24.9M |
| OneDigital Investment Advisors LLC | 0.27% | Reduce -1.2% | 87,866 | $24.6M |
| Whittier Trust Co. of Nevada Inc. | 0.56% | Reduce -0.4% | 87,459 | $24.5M |
| Summit Financial, LLC | 0.55% | Add +8.1% | 86,019 | $24.2M |
| Condor Capital Management | 2.09% | Reduce -0.1% | 85,956 | $24.1M |
| Wolff Financial Management LLC | 6.20% | Add +1.6% | 85,809 | $24.0M |
| Pinnacle Financial Partners Inc | 0.51% | Add +15.1% | 85,798 | $24.0M |
| Nepc LLC | 0.60% | New | 84,195 | $23.6M |
| Oak Hill Wealth Advisors, LLC | 4.83% | Add +2.4% | 82,599 | $23.3M |
| Mesirow Financial Investment Management, Inc. | 0.45% | Add +1.8% | 83,131 | $23.3M |
| GeoWealth Management, LLC | 0.91% | Add +11.1% | 82,993 | $23.2M |
| Mitchell McLeod Pugh & Williams Inc. | 4.30% | Add +9.9% | 82,570 | $23.1M |
| Bokf, NA | 0.36% | Add +7.8% | 80,453 | $22.5M |
| Mason & Associates, LLC | 5.65% | Add +11.0% | 80,403 | $22.5M |
| Transamerica Financial Advisors, LLC | 2.11% | Reduce -1.0% | 80,339 | $22.5M |
| Stratos Wealth Advisors, LLC | 1.19% | Add +13.7% | 80,151 | $22.4M |
| Buck Wealth Strategies, LLC | 3.41% | Add +16.5% | 79,889 | $22.4M |
| Marietta Wealth Management, LLC | 2.91% | Add +2.1% | 79,747 | $22.3M |
| Cadence Bank | 1.47% | Add +4.3% | 79,527 | $22.3M |
| Simmons Bank | 1.57% | Reduce -3.1% | 78,905 | $22.1M |
| Apella Capital, LLC | 0.59% | Add +35.0% | 77,374 | $21.8M |
| Oppenheimer & Co. Inc. | 0.29% | Add +11.0% | 77,887 | $21.8M |
| Prudent Investors Network, Inc. | 5.87% | Add +0.9% | 77,723 | $21.7M |
| Zhang Financial LLC | 1.00% | Add +10.1% | 77,220 | $21.6M |
| McIlrath & Eck, LLC | 2.46% | Reduce -6.9% | 77,165 | $21.6M |
| Christopher J. Hasenberg, Inc | 7.89% | Add +10098.1% | 75,874 | $21.2M |
| Tectonic Advisors LLC | 1.22% | Add +4.4% | 75,239 | $21.1M |
| Modera Wealth Management, LLC | 0.26% | Reduce -1.8% | 74,166 | $20.8M |
| Retirement Financial Solutions, LLC | 7.18% | Reduce -5.8% | 72,922 | $20.4M |
| Advantage Trust Co | 9.87% | Add +4.7% | 71,598 | $20.0M |
| Montag A & Associates Inc. | 0.98% | Add +1.0% | 71,124 | $20.0M |
| Exencial Wealth Advisors, LLC | 0.70% | Add +8.4% | 70,985 | $19.9M |
| FIDELIS iM, LLC | 8.80% | Reduce 0.0% | 70,698 | $19.8M |
| Salem Investment Counselors Inc. | 0.63% | Add +2.5% | 70,342 | $19.8M |
| First Horizon Advisors, Inc. | 0.51% | Add +4.8% | 69,845 | $19.5M |
| Shufro Rose & Co. LLC | 1.58% | Reduce -3.6% | 75,559 | $19.5M |
| D.A. Davidson & Co. | 0.14% | Add +19.4% | 69,270 | $19.4M |
| Northeast Investment Management | 0.83% | Add +0.5% | 69,107 | $19.3M |
| Burling Wealth Partners, LLC | 3.56% | Reduce -0.1% | 68,874 | $19.3M |
| Veracity Capital LLC | 6.64% | Add +4.1% | 68,384 | $19.1M |
| Sagespring Wealth Partners, LLC | 0.41% | Reduce -13.0% | 68,263 | $19.1M |
| Twele Capital Management, Inc. | 3.79% | Add +1.5% | 68,228 | $19.1M |
| Grant Street Asset Management, Inc. | 4.31% | Reduce -1.1% | 68,104 | $19.1M |
| Grey Fox Wealth Advisors, LLC | 4.54% | Add +1.9% | 67,797 | $19.0M |
| Intrust Bank NA | 1.68% | Add +14.4% | 67,918 | $19.0M |
| Sage Rhino Capital LLC | 3.99% | Add +3.2% | 67,395 | $18.9M |
| Cornerstone Advisory, LLC | 2.01% | Add +12.7% | 66,944 | $18.7M |
| RTD Financial Advisors, Inc. | 2.38% | Add +314.9% | 66,348 | $18.6M |
| Ballentine Partners, LLC | 0.28% | Add +0.9% | 65,661 | $18.4M |
| Von Berge Wealth Management Group, LLC | 10.22% | Add +1.5% | 63,667 | $18.2M |
| Crane Advisory, LLC | 2.99% | Reduce -7.9% | 63,995 | $18.1M |
| Single Point Partners, LLC | 3.94% | Add +8.2% | 64,110 | $18.0M |
| Berkshire Asset Management LLC | 0.81% | Reduce -0.8% | 64,151 | $18.0M |
| Heritage Investors Management Corp. | 0.56% | Reduce -2.3% | 63,665 | $17.8M |
| Tarbox Family Office, Inc. | 2.67% | Reduce -1.2% | 63,532 | $17.8M |
| Benjamin Edwards Inc. | 0.23% | Add +2.5% | 63,264 | $17.7M |
| Riverview Capital Advisers, LLC | 5.03% | Reduce -1.4% | 62,758 | $17.6M |
| EP Wealth Advisors, LLC | 0.11% | Add +21.5% | 62,084 | $17.4M |
| Great Valley Advisor Group, Inc. | 0.38% | Reduce -36.6% | 60,645 | $17.0M |
| Bridges Investment Management Inc. | 0.23% | Add +24.4% | 59,883 | $16.8M |
| Marshall Financial Group Inc. | 5.02% | Reduce -4.1% | 59,878 | $16.8M |
| Hillman Co. | 6.36% | Reduce -17.9% | 59,730 | $16.7M |
| Choreo, LLC | 0.23% | Reduce -1.5% | 58,741 | $16.5M |
| Investments & Financial Planning, LLC | 9.48% | Add +2.4% | 58,805 | $16.5M |
| Patriot Investment Management Group, Inc. | 1.12% | Reduce -0.8% | 58,058 | $16.2M |
| Praetorian Wealth Management, Inc. | 3.73% | Reduce -15.3% | 57,938 | $16.2M |
| NORTHSTAR ASSET MANAGEMENT Co | 3.72% | Reduce -0.7% | 57,809 | $16.2M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +117.7% | 57,808 | $16.2M |
| TD Private Client Wealth LLC | 0.40% | Add +5.0% | 57,567 | $16.1M |
| Frisch Financial Group, Inc. | 3.92% | Add +1.1% | 57,084 | $16.0M |
| Sage Financial Group Inc. | 1.18% | Add +58.3% | 57,299 | $16.0M |
| Sierra Capital LLC | 1.85% | Reduce -1.8% | 57,159 | $16.0M |
| Fidelis Capital Partners, LLC | 1.45% | Reduce -1.4% | 56,132 | $16.0M |
| Parallel Advisors, LLC | 0.32% | Reduce -3.0% | 56,692 | $15.9M |
| Iron Horse Wealth Management, LLC | 4.68% | Add +2.4% | 56,640 | $15.8M |
| Next Level Wealth Planning, LLC | 10.14% | Add +11.1% | 56,603 | $15.8M |
| Concurrent Investment Advisors, LLC | 0.30% | Add +16.6% | 55,852 | $15.6M |
| Sylvest Advisors, LLC | 8.95% | Add +1.6% | 55,527 | $15.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -41.7% | 55,512 | $15.5M |
| Waverly Advisors, LLC | 0.17% | Add +1.4% | 54,930 | $15.4M |
| Schroder Investment Management Group | 0.01% | Add +3.5% | 54,722 | $15.3M |
| William Mack & Associates, Inc. | 9.72% | Add +59.2% | 54,685 | $15.3M |
| Wealthcare Advisory Partners LLC | 0.35% | Add +18.7% | 54,673 | $15.3M |
| AlphaCore Capital LLC | 0.58% | Add +180.6% | 54,299 | $15.3M |
| James Reed Financial Services, Inc. | 13.83% | Add +4.4% | 54,459 | $15.2M |
| jvl associates llc | 5.47% | Add +14.2% | 54,401 | $15.2M |
| AJ Advisors, LLC | 6.75% | Reduce -13.6% | 54,191 | $15.2M |
| Brand Asset Management Group, Inc. | 5.66% | Add +15.1% | 54,166 | $15.2M |
| Avidian Wealth Enterprises, LLC | 0.62% | Reduce -0.9% | 54,124 | $15.1M |
| Wedmont Private Capital | 0.64% | Add +4.9% | 53,197 | $15.1M |
| J.W. Cole Advisors, Inc. | 0.32% | Add +82.1% | 53,804 | $15.1M |
| DORVAL Corp | 5.38% | Add +3.4% | 53,747 | $15.0M |
| Kestra Private Wealth Services, LLC | 0.21% | Add +29.4% | 52,614 | $14.7M |
| Cordgrass Capital Advisors, LLC | 3.96% | Reduce -0.5% | 52,318 | $14.6M |
| Fiducient Advisors LLC | 1.79% | Add +51.9% | 52,108 | $14.6M |
| Roof Eidam Maycock Peralta, LLC | 3.60% | Reduce -0.8% | 52,252 | $14.6M |
| EnRich Financial Partners LLC | 4.47% | Add +1.8% | 52,023 | $14.6M |
| JNBA Financial Advisors | 1.40% | Add +69.4% | 51,935 | $14.5M |
| Fee-Only Financial Planning, L.C. | 8.98% | Add +0.4% | 51,815 | $14.5M |
| Carnegie Investment Counsel | 0.29% | Add +2.3% | 51,585 | $14.4M |
| Core Wealth Advisors, Inc. | 4.12% | Add +1.2% | 51,263 | $14.3M |
| Jackson, Grant Investment Advisers, Inc. | 5.24% | Add +0.4% | 51,006 | $14.3M |
| Bank of Nova Scotia | 0.03% | Add +5988.0% | 50,835 | $14.2M |
| Towerpoint Wealth, LLC | 6.21% | Reduce -6.9% | 50,082 | $14.0M |
| TriaGen Wealth Management LLC | 4.23% | Add +7.7% | 49,904 | $14.0M |
| Cary Street Partners Financial LLC | 0.39% | Add +66.4% | 49,883 | $14.0M |
| First National Corp. /Ma/ | 2.81% | Add +5.2% | 49,865 | $14.0M |
| Vanguard Group Inc. | 0.00% | Add +1.6% | 49,506 | $13.9M |
| World Investment Advisors | 0.31% | Add +5.2% | 49,489 | $13.9M |
| TrueWealth Financial Partners | 7.63% | Reduce -9.8% | 49,456 | $13.8M |
| Asset Management Group, Inc. | 2.38% | Add +0.0% | 48,824 | $13.7M |
| Staley Capital Advisers Inc. | 0.58% | Reduce -0.1% | 48,325 | $13.5M |
| Commerce Bank | 0.08% | Add +5.1% | 48,305 | $13.5M |
| New Insight Wealth Advisors | 5.56% | Add +3.5% | 48,282 | $13.5M |
| Pinnacle Associates Ltd. | 0.20% | Reduce -3.0% | 48,261 | $13.5M |
| Custos Family Office, LLC | 4.29% | Add +3.0% | 48,071 | $13.5M |
| Atria Wealth Solutions, Inc. | 0.30% | Reduce -22.7% | 47,820 | $13.4M |
| Nations Financial Group Inc, /Ia/ | 0.92% | Reduce -4.9% | 47,845 | $13.4M |
| Sandy Cove Advisors, LLC | 4.82% | Add +4.4% | 47,715 | $13.4M |
| James J. Burns & Company, LLC | 2.17% | Add +2.5% | 47,629 | $13.3M |
| Gemmer Asset Management LLC | 1.18% | Add +4.0% | 47,609 | $13.3M |
| Veltria Advisors Corp. | 8.85% | New | 47,373 | $13.3M |
| Whelan Financial | 4.79% | Reduce -0.3% | 47,293 | $13.2M |
| Goldstone Financial Group, LLC | 1.74% | Add +9.6% | 46,558 | $13.2M |
| NorthCoast Asset Management LLC | 0.06% | Add +8.1% | 46,690 | $13.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.28% | Add +1.6% | 46,702 | $13.1M |
| First National Bank Sioux Falls | 4.80% | Add +4.3% | 46,699 | $13.1M |
| Caliber Wealth Management, LLC / KS | 1.40% | Reduce -5.9% | 46,626 | $13.0M |
| Somnio Financial Group, LLC | 9.29% | — | 46,396 | $13.0M |
| Scott Capital Advisors, LLC | 3.47% | Reduce -1.6% | 45,256 | $12.8M |
| Graypoint LLC | 0.71% | Add +3.7% | 45,095 | $12.6M |
| ForthRight Wealth Management, LLC | 3.92% | Add +8.2% | 44,968 | $12.6M |
| Acropolis Investment Management, LLC | 0.68% | Add +40.5% | 44,504 | $12.5M |
| LBMC Investment Advisors, LLC | 0.89% | Add +0.1% | 44,470 | $12.4M |
| Prospera Financial Services Inc | 0.23% | Add +40.3% | 44,355 | $12.4M |
| CRA Financial Services, LLC | 1.90% | Add +4.3% | 44,328 | $12.4M |
| Operose Advisors LLC | 3.48% | Add +170.5% | 44,154 | $12.4M |
| Sebold Capital Management, Inc. | 7.56% | Add +1.4% | 43,876 | $12.3M |
| Roundview Capital LLC | 0.82% | Reduce -6.9% | 43,677 | $12.2M |
| Tribridge Partners Financial LLC | 7.17% | — | 43,665 | $12.2M |
| Freedom Financial Partners LLC | 5.11% | Add +5.3% | 43,353 | $12.1M |
| Belpointe Asset Management LLC | 0.50% | Add +1.5% | 43,297 | $12.1M |
| Smith & Howard Wealth Management, LLC | 3.07% | Add +5.6% | 43,284 | $12.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -4.2% | 43,188 | $12.1M |
| Ironsides Asset Advisors, LLC | 3.50% | Reduce -0.2% | 43,132 | $12.1M |
| Ruggaard & Associates LLC | 4.85% | Reduce -13.9% | 43,079 | $12.1M |
| KMG Fiduciary Partners, LLC | 0.89% | Reduce -1.0% | 42,759 | $12.0M |
| Drive Wealth Management, LLC | 2.61% | Add +3.0% | 42,406 | $11.9M |
| BNP Paribas Financial Markets | 0.01% | Reduce -85.0% | 42,400 | $11.9M |
| Hall Capital Management Co. Inc. | 4.99% | Add +0.5% | 42,186 | $11.8M |
| AdvisorNet Financial, Inc | 0.76% | Add +137.9% | 42,174 | $11.8M |
| Ancora Advisors LLC | 0.24% | Reduce -1.2% | 41,700 | $11.7M |
| Principal Securities, Inc. | 0.22% | Reduce -7.7% | 41,617 | $11.6M |
| Rooted Wealth Advisors, Inc. | 4.00% | Add +3.2% | 41,038 | $11.6M |
| VSM Wealth Advisory, LLC | 3.81% | Reduce -2.7% | 41,243 | $11.5M |
| 4Thought Financial Group Inc. | 6.13% | Add +25.1% | 41,203 | $11.5M |
| JDM Financial Group LLC | 5.43% | Add +2.8% | 41,139 | $11.5M |
| Fort Point Capital Partners LLC | 1.15% | Add +3.0% | 40,920 | $11.5M |
| Centerline Wealth Advisors, LLC | 5.61% | Reduce -15.2% | 40,883 | $11.4M |
| Manchester Capital Management LLC | 1.50% | Reduce -13.2% | 40,761 | $11.4M |
| Aries Wealth Management | 2.97% | Reduce -2.0% | 40,678 | $11.4M |
| Meridian Wealth Advisors, LLC | 1.80% | Add +10.8% | 40,656 | $11.4M |
| Avior Wealth Management, LLC | 0.39% | Add +3.7% | 42,625 | $11.4M |
| Arkos Global Advisors | 1.57% | Reduce -1.2% | 40,559 | $11.3M |
| Noble Family Wealth, LLC | 2.77% | Add +1.3% | 40,519 | $11.3M |
| Bank of New Hampshire | 2.80% | Reduce -3.0% | 40,253 | $11.3M |
| Anderson Hoagland & Co. | 1.07% | Reduce -0.9% | 40,108 | $11.2M |
| Zuckerman Investment Group, LLC | 1.09% | Add +12.9% | 40,059 | $11.2M |
| Rossmore Private Capital | 1.30% | Add +3.3% | 39,797 | $11.1M |
| D.B. Root & Company, LLC | 3.28% | Add +44.2% | 39,680 | $11.1M |
| F/m Investments LLC | 0.40% | Add +0.1% | 39,701 | $11.1M |
| Financial Futures Ltd Liability Co. | 5.94% | Add +11.9% | 39,614 | $11.1M |
| Bailard, Inc. | 0.26% | Add +9.3% | 39,267 | $11.0M |
| Gratus Wealth Advisors, LLC | 1.66% | Reduce -0.1% | 39,253 | $11.0M |
| Lowe Brockenbrough & Co. Inc. | 0.62% | Reduce -4.0% | 39,145 | $11.0M |
| BTG Pactual Asset Management US LLC | 1.48% | Add +6.0% | 39,133 | $11.0M |
| O'shaughnessy Asset Management, LLC | 0.07% | Add +58.1% | 39,013 | $10.9M |
| Fortis Capital Advisors, LLC | 1.95% | Add +1.7% | 39,009 | $10.9M |
| Petredis Investment Advisors LLC | 0.96% | New | 38,993 | $10.9M |
| Stratos Wealth Partners, LTD. | 0.15% | Add +0.7% | 38,921 | $10.9M |
| Avion Wealth | 2.48% | Reduce -4.3% | 38,897 | $10.9M |
| Texas Yale Capital Corp. | 0.35% | Add +4.5% | 38,728 | $10.8M |
| Franklin Resources Inc. | 0.00% | Reduce -15.4% | 38,625 | $10.8M |
| Cozad Asset Management Inc. | 0.94% | Add +1.9% | 38,619 | $10.8M |
| Wheelhouse Advisory Group LLC | 5.31% | Add +3.8% | 38,498 | $10.8M |
| David Kennon Inc | 3.96% | Reduce -0.2% | 37,879 | $10.6M |
| Gibraltar Capital Management, Inc. | 2.07% | Add +328.3% | 156,329 | $10.6M |
| Red Wave Investments LLC | 3.46% | Add +0.1% | 37,619 | $10.5M |
| Horizons Wealth Management | 7.58% | Add +1.9% | 37,439 | $10.5M |
| Field & Main Bank | 3.40% | Add +36.6% | 37,406 | $10.5M |
| Advyzon Investment Management, LLC | 2.29% | Add +3.2% | 36,998 | $10.4M |
| Consilio Wealth Advisors, LLC | 3.69% | Add +2.2% | 37,089 | $10.4M |
| Advisory Services Network, LLC | 0.17% | Add +20.9% | 36,143 | $10.3M |
| First Bancorp, Inc | 5.93% | Add +5.8% | 36,918 | $10.3M |
| Parr McKnight Wealth Management Group, LLC | 1.42% | Add +3.0% | 36,898 | $10.3M |
| Global Retirement Partners, LLC | 0.25% | — | 36,679 | $10.3M |
| Canandaigua National Bank & Trust Co. | 0.95% | Reduce -3.1% | 36,677 | $10.3M |
| Savant Capital, LLC | 0.07% | Reduce -0.4% | 36,601 | $10.2M |
| Addis & Hill, Inc | 6.67% | Reduce -1.1% | 36,520 | $10.2M |
| CoreCap Advisors, LLC | 0.41% | Add +4.4% | 36,473 | $10.2M |
| Curi Capital, LLC | 0.19% | Add +35.5% | 36,037 | $10.1M |
| Grove Bank & Trust | 1.26% | Add +1.7% | 36,107 | $10.1M |
| Ethos Financial Group, LLC | 0.87% | Add +5.3% | 35,910 | $10.0M |
| Beirne Wealth Consulting Services, LLC | 3.26% | Add +26.6% | 35,743 | $10.0M |
| Fiduciary Wealth Partners, LLC | 9.39% | Add +45.6% | 35,633 | $10.0M |
| Beacon Financial Strategies CORP | 6.14% | Reduce -0.5% | 34,916 | $9.8M |
| Diversify Wealth Management, LLC | 0.60% | Add +0.7% | 34,120 | $9.8M |
| Prosperitas Financial LLC | 4.55% | Add +0.6% | 34,620 | $9.7M |
| Elevation Wealth Partners, LLC | 3.82% | Reduce -2.4% | 34,527 | $9.7M |
| Daymark Wealth Partners, LLC | 0.37% | Reduce -1.3% | 34,480 | $9.6M |
| Compound Planning, Inc. | 0.36% | Add +26.3% | 34,436 | $9.6M |
| McClarren Financial Advisors, Inc. | 6.26% | Add +5.9% | 34,395 | $9.6M |
| Daner Wealth Management, LLC | 6.60% | — | 33,504 | $9.6M |
| O'Connor Financial Group LLC | 4.21% | Add +6.8% | 33,686 | $9.6M |
| Valmark Advisers, Inc. | 0.13% | Add +2.2% | 33,943 | $9.5M |
| Financial Management Professionals, Inc. | 1.07% | Add +3.0% | 33,747 | $9.5M |
| Black Diamond Financial, LLC | 1.47% | Reduce -23.1% | 33,834 | $9.5M |
| Milestone Investment Advisors LLC | 2.46% | Reduce -1.0% | 33,684 | $9.4M |
| Capital Investment Advisory Services, LLC | 0.77% | Add +7.1% | 33,628 | $9.4M |
| Sfm, LLC | 5.99% | Reduce -7.3% | 33,382 | $9.3M |
| TD Capital Management LLC | 0.88% | Reduce -1.3% | 33,293 | $9.3M |
| Capital Planning LLC | 2.92% | Reduce -29.9% | 33,128 | $9.3M |
| GFS Advisors, LLC | 1.26% | Add +0.5% | 32,945 | $9.2M |
| FLC Capital Advisors | 1.91% | Add +5.3% | 32,938 | $9.2M |
| Evermay Wealth Management LLC | 1.13% | Add +0.5% | 32,746 | $9.2M |
| Houlihan Financial Resource Group, Ltd. | 3.80% | Reduce -1.5% | 32,422 | $9.2M |
| Texas Capital Bank Wealth Management Services Inc | 0.86% | Add +15.7% | 32,744 | $9.2M |
| Baltimore-Washington Financial Advisors, Inc. | 0.42% | Reduce -52.5% | 32,588 | $9.1M |
| Harbor Advisory Corp. | 2.90% | Add +3.8% | 32,504 | $9.1M |
| Councilor Wealth, LLC | 4.20% | Add +37.7% | 32,169 | $9.0M |
| Keybank National Association | 0.03% | Add +0.2% | 32,127 | $9.0M |
| Fortitude Family Office, LLC | 2.97% | Reduce -29.8% | 32,067 | $9.0M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.98% | Reduce -2.1% | 31,679 | $8.9M |
| Private Wealth Asset Management, LLC | 1.17% | Add +9.5% | 31,528 | $8.8M |
| Citigroup Inc. | 0.01% | Reduce -28.6% | 31,523 | $8.8M |
| Aspire Capital Advisors LLC | 2.43% | Reduce -15.2% | 31,493 | $8.8M |
| OneAscent Financial Services LLC | 0.63% | Reduce -52.8% | 31,308 | $8.8M |
| Waller Financial Planning Group, Inc. | 2.12% | Add +12.0% | 31,349 | $8.8M |
| Forum Private Client Group LLC | 3.37% | Add +14.9% | 31,273 | $8.8M |
| Uptown Financial Advisors LLC | 8.12% | Reduce -1.0% | 31,244 | $8.7M |
| MorganRosel Wealth Management, LLC | 2.38% | Add +0.7% | 31,208 | $8.7M |
| Whitegate Investment Counselors, Inc. | 2.95% | Add +0.9% | 31,060 | $8.7M |
| Gill Capital Partners, LLC | 2.80% | Add +0.6% | 31,060 | $8.7M |
| Crestwood Advisors Group, LLC | 0.16% | Reduce -0.7% | 31,049 | $8.7M |
| Manning & Napier Advisors LLC | 0.10% | Reduce -6.6% | 31,023 | $8.7M |
| Caldwell Trust Co | 0.87% | Add +0.9% | 31,010 | $8.7M |
| Principle Wealth Partners LLC | 0.54% | Reduce -2.0% | 30,916 | $8.7M |
| Kingsview Wealth Management, LLC | 0.15% | Reduce -3.7% | 30,799 | $8.6M |
| M&T Bank Corp | 0.03% | Reduce -0.2% | 30,711 | $8.6M |
| Kathleen S. Wright Associates Inc. | 3.35% | Reduce -3.5% | 30,694 | $8.6M |
| Nikulski Financial, Inc. | 2.35% | Add +0.9% | 30,616 | $8.6M |
| Empowered Funds, LLC | 0.10% | Add +591.9% | 30,417 | $8.5M |
| Verus Financial Partners, Inc. | 0.86% | Reduce -0.8% | 29,947 | $8.5M |
| McNaughton Wealth Management, LLC | 3.77% | Add +1.1% | 30,238 | $8.5M |
| CPA Asset Management Group, LLC | 3.54% | Add +3.6% | 30,121 | $8.4M |
| United Bank | 1.01% | Reduce -2.5% | 30,104 | $8.4M |
| Warner Financial, Inc. | 3.47% | Add +0.7% | 30,039 | $8.4M |
| Mustico Financial Group, Inc. | 7.67% | — | 29,207 | $8.3M |
| Sagace Wealth Management LLC | 6.21% | Reduce -12.8% | 29,670 | $8.3M |
| Howe & Rusling Inc. | 0.61% | Add +6.7% | 29,612 | $8.3M |
| Accredited Investors Inc. | 0.49% | Add +727.2% | 29,557 | $8.3M |
| Horizon Family Wealth, Inc. | 5.03% | Reduce -1.3% | 29,473 | $8.2M |
| Greenbush Financial Group, LLC | 3.59% | Reduce -6.8% | 29,411 | $8.2M |
| XML Financial, LLC | 0.71% | Add +4.8% | 29,287 | $8.2M |
| Headinvest, LLC | 1.75% | Reduce -8.2% | 29,284 | $8.2M |
| Legend Financial Advisors, Inc. | 5.44% | Reduce -11.0% | 29,282 | $8.2M |
| Arkadios Wealth Advisors | 0.25% | Add +28.1% | 29,227 | $8.2M |
| Visionary Wealth Advisors | 0.42% | Add +1.6% | 29,168 | $8.2M |
| Chesley Taft & Associates LLC | 0.36% | Add +1.1% | 29,057 | $8.1M |
| 1900 Wealth Management LLC | 0.61% | Reduce -0.3% | 28,800 | $8.1M |
| Titleist Asset Management, LLC | 0.80% | Add +5.7% | 28,757 | $8.0M |
| Trinity Financial Advisors LLC | 2.46% | Add +15.4% | 28,616 | $8.0M |
| Sowell Financial Services LLC | 0.32% | Reduce -1.6% | 28,503 | $8.0M |
| Beam Wealth Advisors, Inc. | 2.37% | Add +3.8% | 28,475 | $8.0M |
| Johnson Investment Counsel Inc. | 0.07% | Add +5.2% | 28,423 | $8.0M |
| Fonville Wealth Management LLC | 2.01% | Add +6.7% | 28,285 | $7.9M |
| Holos Integrated Wealth LLC | 4.76% | Add +0.5% | 27,920 | $7.9M |
| Family Investment Center, Inc. | 1.79% | Reduce -3.9% | 28,252 | $7.9M |
| Mgo One Seven LLC | 0.25% | Add +5.6% | 28,222 | $7.9M |
| Bridgewealth Advisory Group, LLC | 2.01% | Add +408.5% | 28,214 | $7.9M |
| Elwood & Goetz Wealth Advisory Group, LLC | 1.70% | Add +0.4% | 28,180 | $7.9M |
| Drucker Wealth 3.0, LLC | 1.51% | Reduce -20.8% | 27,669 | $7.8M |
| Johnson Bixby & Associates, LLC | 1.07% | Reduce -4.7% | 27,877 | $7.8M |
| Optas, LLC | 1.47% | Reduce -53.3% | 27,623 | $7.7M |
| Bradley Foster & Sargent Inc. | 0.12% | Reduce -2.4% | 27,524 | $7.7M |
| Strategic Investment Advisors / MI | 0.75% | Add +18.4% | 27,432 | $7.7M |
| Alliance Wealth Advisors, LLC | 4.16% | Add +95.7% | 27,307 | $7.6M |
| TruWealth Advisors, LLC | 0.42% | Reduce -1.2% | 27,285 | $7.6M |
| Keyvantage Wealth, LLC | 3.42% | Add +4.6% | 27,252 | $7.6M |
| Brighton Jones LLC | 0.21% | Add +5.9% | 27,222 | $7.6M |
| Cahill Financial Advisors Inc. | 0.94% | Add +2.2% | 27,114 | $7.6M |
| Harbour Investments, Inc. | 0.19% | Add +9.8% | 27,086 | $7.6M |
| Sigma Planning Corp | 0.23% | Add +13.4% | 27,034 | $7.6M |
| Nwam LLC | 0.44% | Add +22.0% | 26,895 | $7.6M |
| Francis Financial, Inc. | 1.74% | Add +1155.4% | 26,890 | $7.5M |
| Prime Capital Investment Advisors, LLC | 0.10% | Reduce -18.8% | 26,847 | $7.5M |
| Gilman Hill Asset Management, LLC | 1.23% | Add +8.5% | 26,799 | $7.5M |
| Creekside Partners | 3.55% | Reduce -1.5% | 26,755 | $7.5M |
| CW Advisors, LLC | 0.07% | Add +87.5% | 26,744 | $7.5M |
| Susquehanna International Group, LLP | 0.01% | Add +1943.5% | 26,566 | $7.4M |
| Gladstone Institutional Advisory LLC | 0.31% | Add +9.9% | 26,494 | $7.4M |
| Randall & Associates Wealth Management | 5.70% | Reduce -29.5% | 26,469 | $7.4M |
| Integrated Advisors Network LLC | 0.33% | Reduce -1.7% | 26,440 | $7.4M |
| Valeo Financial Advisors, LLC | 0.18% | Add +278.8% | 65,672 | $7.4M |
| Fiduciary Advisors, Inc. | 6.49% | Reduce -0.9% | 26,351 | $7.4M |
| Synovus Financial Corp. | 0.09% | Add +1.9% | 26,257 | $7.4M |
| Sawgrass Asset Management LLC | 0.83% | Reduce -0.3% | 26,132 | $7.3M |
| Amara Financial, Llc. | 6.33% | Reduce -6.5% | 25,675 | $7.2M |
| WASHINGTON TRUST Co | 0.25% | Reduce -3.8% | 25,551 | $7.1M |
| Steph & Co. | 2.30% | Add +2.5% | 25,369 | $7.1M |
| Northcape Wealth Management, LLC | 2.15% | Reduce -1.1% | 25,224 | $7.1M |
| Parsons Capital Management Inc. | 0.43% | Reduce -1.9% | 25,184 | $7.0M |
| Essex Financial Services, Inc. | 0.46% | Add +2.9% | 25,153 | $7.0M |
| RFG Holdings, Inc. | 2.04% | Add +570.0% | 25,123 | $7.0M |
| Cascade Financial Partners, LLC | 0.84% | Add +3.0% | 25,049 | $7.0M |
| Lokken Investment Group LLC | 2.69% | Add +1.5% | 24,914 | $7.0M |
| KFA Private Wealth Group, LLC | 2.15% | Reduce -0.9% | 24,788 | $6.9M |
| May Hill Capital, LLC | 2.28% | Reduce -3.3% | 24,702 | $6.9M |
| Kagan Cocozza Asset Management | 5.29% | Add +4.2% | 24,660 | $6.9M |
| Ellevest, Inc. | 1.10% | Reduce -79.8% | 24,651 | $6.9M |
| Bristlecone Advisors, LLC | 0.58% | Reduce -4.8% | 24,485 | $6.9M |
| Envision Financial LLC | 4.55% | Add +10.1% | 24,397 | $6.8M |
| Blackston Financial Advisory Group, LLC | 4.25% | Reduce -4.8% | 24,292 | $6.8M |
| BBR Partners, LLC | 0.41% | Add +25.4% | 23,801 | $6.7M |
| Mutual Advisors, LLC | 0.17% | Add +24.0% | 22,894 | $6.6M |
| Quantinno Capital Management LP | 0.03% | Add +62.8% | 23,603 | $6.6M |
| First PREMIER Bank | 1.59% | Add +2.7% | 23,518 | $6.6M |
| One Capital Management, LLC | 0.23% | Add +0.3% | 23,491 | $6.6M |
| Culbertson A N & Co. Inc. | 1.01% | Reduce -0.2% | 23,482 | $6.6M |
| Cypress Wealth Services, LLC | 1.17% | Add +0.6% | 23,397 | $6.5M |
| Walkner Condon Financial Advisors LLC | 1.20% | Add +1.3% | 23,278 | $6.5M |
| Farrell Financial LLC | 4.36% | Reduce -0.6% | 23,266 | $6.5M |
| Ausdal Financial Partners, Inc. | 0.43% | Reduce -0.3% | 23,164 | $6.5M |
| Quest Investment Management LLC | 0.71% | Reduce -20.4% | 22,934 | $6.4M |
| United Capital Financial Advisors, LLC | 0.05% | Add +0.3% | 22,639 | $6.3M |
| RKL Wealth Management LLC | 0.55% | Reduce -18.7% | 22,326 | $6.2M |
| Simplicity Wealth,LLC | 0.26% | Add +102.0% | 22,287 | $6.2M |
| MBL Wealth, LLC | 0.59% | Reduce -0.2% | 22,212 | $6.2M |
| Redhawk Wealth Advisors, Inc. | 0.78% | Add +1905.1% | 22,096 | $6.2M |
| Wealthedge Investment Advisors, LLC | 2.58% | Reduce -9.2% | 22,066 | $6.2M |
| Continuum Advisory, LLC | 0.74% | Add +0.3% | 22,014 | $6.2M |
| Perigon Wealth Management, LLC | 0.14% | Add +5.8% | 21,993 | $6.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.70% | Add +3.1% | 21,884 | $6.1M |
| Latko Wealth Management, Ltd. | 3.44% | Add +3.7% | 21,841 | $6.1M |
| Meridian Management Co. | 1.67% | Reduce -46.2% | 21,367 | $6.1M |
| Ameraudi Asset Management, Inc. | 3.20% | Add +0.2% | 21,818 | $6.1M |
| Factor Wealth Management LTD | 1.66% | Add +6.1% | 21,667 | $6.1M |
| Mystic Asset Management, Inc. | 1.46% | Add +0.7% | 21,577 | $6.0M |
| Wescott Financial Advisory Group, LLC | 0.58% | Reduce -0.3% | 21,542 | $6.0M |
| Rialto Wealth Management, LLC | 1.68% | Reduce -0.4% | 21,526 | $6.0M |
| Atria Investments, Inc | 0.07% | Add +56.8% | 21,522 | $6.0M |
| Benchmark Wealth Management, LLC | 2.62% | Add +2.0% | 21,052 | $5.9M |
| Farther Finance Advisors, LLC | 0.12% | Add +81.4% | 20,847 | $5.8M |
| Argent Trust Co | 0.22% | Add +8.5% | 20,797 | $5.8M |
| Dynamic Advisor Solutions LLC | 0.18% | Add +2.8% | 20,724 | $5.8M |
| Renaissance Technologies | 0.01% | Add +232.3% | 20,600 | $5.8M |
| McAdam, LLC | 0.32% | Add +3.4% | 20,595 | $5.8M |
| Fifth Third Securities, Inc. | 0.43% | Add +39.2% | 20,499 | $5.7M |
| First Merchants Corp. | 0.22% | Reduce -17.6% | 20,325 | $5.7M |
| Composition Wealth, LLC | 0.09% | Add +30.2% | 20,180 | $5.6M |
| SCS Capital Management LLC | 0.06% | Reduce -0.2% | 20,057 | $5.6M |
| Spectrum Investment Advisors, Inc. | 3.26% | Add +3.4% | 20,065 | $5.6M |
| Kendall Capital Management | 1.48% | No change | 20,042 | $5.6M |
| Calamos Wealth Management LLC | 0.24% | Reduce -1.0% | 19,999 | $5.6M |
| Spinnaker Trust | 0.34% | Reduce -0.1% | 19,994 | $5.6M |
| Rwa Wealth Partners, LLC | 0.07% | Reduce -1.2% | 19,843 | $5.6M |
| S.A. Mason LLC | 2.69% | Add +0.3% | 19,833 | $5.5M |
| Bartlett & Co. Wealth Management LLC | 0.08% | Reduce -0.6% | 19,801 | $5.5M |
| Scotia Capital Inc. | 0.03% | Add +35.5% | 19,609 | $5.5M |
| Retirement Planning Group, LLC | 0.23% | Reduce -4.5% | 19,557 | $5.5M |
| Coastal Bridge Advisors, LLC | 0.45% | New | 19,538 | $5.5M |
| StoneX Group Inc. | 0.27% | Reduce -4.4% | 19,392 | $5.4M |
| Algorithmic Investment Models, LLC | 3.70% | Add +1.4% | 19,338 | $5.4M |
| Marquette Associates, Inc. | 5.29% | No change | 19,288 | $5.4M |
| Robinswood Financial LLC | 1.91% | Reduce -4.3% | 19,257 | $5.4M |
| Fischer Investment Strategies, LLC | 3.60% | Reduce -8.5% | 19,180 | $5.4M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +42.5% | 19,148 | $5.4M |
| Accelerate Investment Advisors LLC | 3.98% | Add +4.4% | 19,115 | $5.3M |
| Uptick Partners, LLC | 1.53% | Add +10.6% | 19,040 | $5.3M |
| BKM Wealth Management, LLC | 2.08% | Add +9.6% | 18,989 | $5.3M |
| King Wealth Management Group | 0.72% | Reduce -0.1% | 18,948 | $5.3M |
| PAX Financial Group, LLC | 1.01% | Reduce -4.7% | 18,940 | $5.3M |
| HUB Investment Partners, LLC | 0.18% | Add +11.3% | 18,888 | $5.3M |
| Roger Wittlin Investment Advisory, LLC | 2.93% | Reduce -3.4% | 18,801 | $5.3M |
| Founders Grove Wealth Partners, LLC | 1.32% | Add +8.2% | 18,733 | $5.2M |
| Geneos Wealth Management Inc. | 0.13% | Add +3.7% | 18,661 | $5.2M |
| Bearing Point Capital, LLC | 0.95% | Add +7.4% | 18,521 | $5.2M |
| Gleason Group, Inc. | 0.56% | Reduce -0.5% | 18,454 | $5.2M |
| Legacy Edge Advisors, LLC | 0.69% | Reduce -2.1% | 18,391 | $5.1M |
| First Financial Corp. | 2.29% | Add +3.0% | 18,330 | $5.1M |
| White Lighthouse Investment Management Inc. | 0.83% | Add +4.6% | 18,291 | $5.1M |
| Orin Green Financial, LLC | 2.16% | Reduce -0.9% | 18,230 | $5.1M |
| Guardian Wealth Advisors, LLC / NC | 0.36% | Add +12.3% | 18,155 | $5.1M |
| Colorado Capital Management, Inc. | 2.17% | Add +1.8% | 18,105 | $5.1M |
| WP Advisors, LLC | 1.39% | Add +5.5% | 18,082 | $5.1M |
| Keystone Financial Group | 0.46% | Add +2.6% | 18,038 | $5.0M |
| Vista Cima Wealth Management LLC | 4.72% | Add +3.1% | 18,024 | $5.0M |
| Bernardo Wealth Planning LLC | 1.09% | Reduce -25.0% | 17,926 | $5.0M |
| IHT Wealth Management, LLC | 0.14% | Add +30.3% | 17,865 | $5.0M |
| Capital Insight Partners, LLC | 0.87% | Reduce -17.1% | 17,846 | $5.0M |
| Mather Group, Llc. | 0.05% | Reduce -1.3% | 17,829 | $5.0M |
| Ameritas Advisory Services, LLC | 0.26% | Reduce -17.1% | 17,825 | $5.0M |
| Legacy Financial Group LLC | 0.70% | Add +10.9% | 17,808 | $5.0M |
| SouthState Bank Corp | 0.22% | Reduce -4.7% | 17,775 | $5.0M |
| Benchmark Financial Wealth Advisors, LLC | 1.63% | Reduce -2.2% | 17,651 | $4.9M |
| Narus Financial Partners, LLC | 1.54% | Reduce -1.7% | 17,591 | $4.9M |
| FinDec Wealth Services, Inc. | 5.15% | Reduce -9.4% | 17,586 | $4.9M |
| Stratos Investment Management, LLC | 0.22% | Reduce -3.5% | 17,539 | $4.9M |
| Meridian Financial Advisors, LLC | 3.17% | Add +0.4% | 17,496 | $4.9M |
| Family Legacy, Inc. | 1.58% | Reduce -0.8% | 17,393 | $4.9M |
| First United Bank & Trust | 1.70% | Reduce -5.1% | 17,393 | $4.9M |
| Smith, Moore & Co. | 0.41% | Add +3.7% | 17,288 | $4.8M |
| Evelyn Partners Asset Management Ltd | 1.22% | Add +710.6% | 17,136 | $4.8M |
| Berkeley Capital Partners, LLC | 1.21% | Add +1.2% | 17,093 | $4.8M |
| Marathon Strategic Advisors, LLC | 4.40% | No change | 16,909 | $4.7M |
| Five Pine Wealth Management | 3.48% | Add +6.6% | 16,790 | $4.7M |
| Cornerstone Management, Inc. | 0.82% | Add +3.3% | 16,808 | $4.7M |
| Alpine Bank Wealth Management | 0.71% | Add +0.2% | 16,750 | $4.7M |
| Fiduciary Alliance LLC | 0.35% | Add +426.7% | 16,669 | $4.7M |
| RW Investment Management LLC | 0.52% | Reduce -1.4% | 16,536 | $4.6M |
| Grandview Asset Management LLC | 1.48% | Reduce -2.4% | 16,467 | $4.6M |
| Baron Silver Stevens Financial Advisors, LLC | 0.73% | Add +9.3% | 16,394 | $4.6M |
| Philadelphia Trust Co. | 0.35% | No change | 16,355 | $4.6M |
| City Holding Co. | 0.60% | Reduce -0.4% | 16,351 | $4.6M |
| Private Client Services, LLC | 1.78% | Add +39.8% | 16,288 | $4.6M |
| Verdence Capital Advisors LLC | 0.31% | Add +7.6% | 16,230 | $4.5M |
| Pinnacle Financial Group, LLC / IL | 1.52% | Reduce -0.5% | 16,222 | $4.5M |
| Main Street Financial Solutions, LLC | 0.33% | Add +51.8% | 16,190 | $4.5M |
| Vickerman Investment Advisors, Inc. | 0.97% | Add +6.4% | 16,118 | $4.5M |
| Arete Wealth Advisors, LLC | 0.32% | Reduce -4.8% | 16,111 | $4.5M |
| Acorn Financial Advisory Services Inc. | 0.74% | Reduce -1.3% | 16,042 | $4.5M |
| TPG Financial Advisors, LLC | 1.79% | Add +2.0% | 15,942 | $4.5M |
| Wilson & Boucher Capital Management, LLC | 3.10% | Reduce -1.1% | 15,901 | $4.4M |
| Country Club Bank | 0.28% | Add +0.3% | 15,906 | $4.4M |
| GC Wealth Management RIA, LLC | 0.36% | Add +16.0% | 15,799 | $4.4M |
| Sage Mountain Advisors LLC | 0.28% | Reduce -20.9% | 15,620 | $4.4M |
| AQR Capital Management | 0.00% | Add +101.2% | 15,606 | $4.4M |
| Newman Dignan & Sheerar, Inc. | 1.00% | Reduce -3.4% | 15,538 | $4.3M |
| Mokosak Advisory Group, LLC | 1.22% | Reduce -0.8% | 15,420 | $4.3M |
| RFG Advisory, LLC | 0.10% | Reduce -21.4% | 15,418 | $4.3M |
| Hofer & Associates. Inc | 2.68% | Add +1.4% | 15,368 | $4.3M |
| VestGen Advisors, LLC | 0.17% | Add +2.3% | 15,354 | $4.3M |
| Valpey Financial Services, LLC | 2.96% | — | 15,311 | $4.3M |
| Fund Evaluation Group, LLC | 0.17% | New | 15,280 | $4.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.35% | Reduce -4.6% | 15,148 | $4.2M |
| Gradient Capital Advisors, LLC | 1.25% | Add +0.1% | 15,120 | $4.2M |
| Salomon & Ludwin, LLC | 0.42% | Reduce -0.4% | 14,948 | $4.2M |
| Red Crane Wealth Management, LLC | 3.84% | Add +6.3% | 15,081 | $4.2M |
| Aptus Capital Advisors, LLC | 0.04% | Add +3.1% | 14,994 | $4.2M |
| Innovative Wealth Building LLC | 3.47% | Reduce -7.8% | 14,964 | $4.2M |
| Cascades Capital Asset Management, LLC | 2.17% | Reduce -6.7% | 14,868 | $4.2M |
| Fjell Capital, LLC | 3.86% | Reduce -0.2% | 14,868 | $4.2M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +1.2% | 14,804 | $4.1M |
| Ascent Group, LLC | 0.16% | Reduce -0.9% | 14,767 | $4.1M |
| Lion Street Advisors, LLC | 1.25% | Add +4.9% | 14,729 | $4.1M |
| Great Lakes Retirement, Inc. | 0.49% | Add +11.0% | 14,668 | $4.1M |
| MY Wealth Management Inc. | 3.95% | Reduce -3.9% | 14,719 | $4.1M |
| Regal Investment Advisors LLC | 0.31% | Add +1.2% | 14,712 | $4.1M |
| Alesco Advisors, LLC, An ESL Co | 0.12% | Reduce -0.5% | 14,711 | $4.1M |
| Advisors Capital Management, LLC | 0.06% | Add +1.6% | 14,621 | $4.1M |
| Apollon Wealth Management, LLC | 0.08% | Reduce -0.7% | 14,589 | $4.1M |
| Wedbush Securities Inc. | 0.14% | Add +3.8% | 14,571 | $4.1M |
| CAP Partners, LLC | 2.56% | Add +3.7% | 14,538 | $4.1M |
| Verus Capital Partners, LLC | 0.36% | Add +19.0% | 14,502 | $4.1M |
| Weil Company, Inc. | 1.07% | Add +20.1% | 14,441 | $4.0M |
| Cornerstone Wealth Management, LLC | 0.25% | Add +4.0% | 14,439 | $4.0M |
| Koshinski Asset Management, Inc. | 0.30% | Add +7.2% | 14,413 | $4.0M |
| Retirement Income Solutions, Inc. | 0.74% | Reduce -2.3% | 14,389 | $4.0M |
| Fogel Capital Management, Inc. | 2.14% | Add +0.8% | 14,316 | $4.0M |
| Partners in Financial Planning | 0.74% | No change | 14,308 | $4.0M |
| Bull Oak Capital, LLC | 1.82% | Reduce -48.4% | 14,294 | $4.0M |
| Conservest Capital Advisors, Inc. | 0.39% | Reduce -0.4% | 14,277 | $4.0M |
| Mfa Wealth Advisors, LLC | 0.93% | Add +1246.5% | 14,205 | $4.0M |
| Pine Valley Investments Ltd Liability Co | 0.23% | Reduce -0.5% | 14,202 | $4.0M |
| First Commonwealth Financial Corp | 0.86% | New | 14,159 | $4.0M |
| Ellenbecker Investment Group | 0.64% | Reduce -4.6% | 14,154 | $4.0M |
| Evercore Wealth Management, LLC | 0.06% | Reduce -1.5% | 14,147 | $4.0M |
| Boston Trust Walden Corp | 0.03% | Reduce -14.1% | 14,143 | $4.0M |
| Anson Capital, Inc. | 3.18% | Reduce -0.7% | 14,101 | $3.9M |
| Foster Victor Wealth Advisors, LLC | 0.27% | Reduce -1.0% | 13,880 | $3.9M |
| Armbruster Capital Management, Inc. | 0.71% | Add +12.7% | 14,008 | $3.9M |
| Tsfg, LLC | 0.71% | Reduce -40.6% | 14,005 | $3.9M |
| Signature Estate & Investment Advisors LLC | 0.09% | Reduce -1.1% | 14,004 | $3.9M |
| Badgley Phelps Wealth Managers, LLC | 0.09% | Add +1.3% | 13,898 | $3.9M |
| My Personal CFO, LLC | 1.77% | Reduce -1.1% | 13,935 | $3.9M |
| Greenwich Wealth Management LLC | 0.19% | Add +1.0% | 13,900 | $3.9M |
| Retirement Guys Formula LLC | 1.48% | Reduce -0.2% | 13,897 | $3.9M |
| Americana Partners, LLC | 0.13% | Reduce -0.3% | 13,847 | $3.9M |
| IFP Advisors, Inc | 0.11% | Add +6.5% | 13,814 | $3.9M |
| Capital Advantage, Inc. | 0.61% | Reduce -40.5% | 13,800 | $3.9M |
| Fort Washington Investment Advisors Inc. | 0.02% | Reduce -6.5% | 13,716 | $3.8M |
| KCM Investment Advisors LLC | 0.13% | Add +1.6% | 13,655 | $3.8M |
| Marshall & Sterling Wealth Advisors Inc. | 2.58% | Add +2.1% | 13,687 | $3.8M |
| Moisand Fitzgerald Tamayo, LLC | 0.48% | Reduce -3.8% | 13,611 | $3.8M |
| Flagship Harbor Advisors, LLC | 0.18% | Reduce -3.9% | 13,591 | $3.8M |
| Integrity Alliance, Llc. | 0.21% | Add +0.3% | 13,537 | $3.8M |
| BCGM Wealth Management, LLC | 1.07% | Reduce -6.7% | 13,510 | $3.8M |
| Charles Schwab Trust Co | 0.28% | Add +125.8% | 13,476 | $3.8M |
| Hilltop Wealth Advisors, LLC | 2.11% | Reduce -6.2% | 13,435 | $3.8M |
| Adapt Wealth Advisors, LLC | 1.68% | Reduce -1.4% | 13,408 | $3.8M |
| Brown Brothers Harriman & Co. | 0.02% | Add +49.1% | 13,378 | $3.7M |
| Refined Wealth Management | 2.56% | Add +2.2% | 13,285 | $3.7M |
| Northwest Capital Management Inc | 2.01% | Reduce -16.2% | 13,243 | $3.7M |
| IFS Advisors, LLC | 2.79% | Add +31.6% | 13,181 | $3.7M |
| Wealth Alliance, LLC | 0.41% | Add +4.3% | 13,175 | $3.7M |
| Allen Mooney & Barnes Investment Advisors LLC | 0.61% | No change | 13,167 | $3.7M |
| Richmond Investment Services, LLC | 0.77% | Add +84.6% | 13,082 | $3.7M |
| Omnia Family Wealth, LLC | 1.33% | Reduce -1.7% | 13,029 | $3.7M |
| Vise Technologies, Inc. | 0.15% | — | 13,075 | $3.7M |
| First American Bank | 0.25% | Reduce -7.7% | 12,928 | $3.6M |
| WESCAP Management Group, Inc. | 0.82% | Reduce -8.2% | 12,892 | $3.6M |
| Motley Fool Wealth Management, LLC | 0.22% | Reduce -16.9% | 12,870 | $3.6M |
| First National Bank of Omaha | 0.23% | Add +0.3% | 12,869 | $3.6M |
| BlackRock, Inc. | 0.00% | Add +20.5% | 12,812 | $3.6M |
| Financial Advisory Partners, LLC | 1.13% | Add +2.1% | 12,786 | $3.6M |
| Diversified Trust Co. | 0.08% | Add +1.0% | 12,782 | $3.6M |
| Brookstone Capital Management | 0.05% | Reduce -19.9% | 12,773 | $3.6M |
| Beacon Bridge Wealth Partners, LLC | 1.42% | Reduce -4.4% | 12,762 | $3.6M |
| Rockingstone Advisors LLC | 1.87% | Reduce -22.8% | 12,698 | $3.6M |
| Summit Financial Wealth Advisors, LLC | 0.64% | Reduce -1.0% | 12,694 | $3.6M |
| Atlantic Union Bankshares Corp | 0.08% | Add +114.7% | 12,624 | $3.5M |
| Stonegate Investment Group, LLC | 0.09% | Reduce -2.6% | 12,577 | $3.5M |
| Stock Yards Bank & Trust Co. | 0.12% | Add +1.1% | 12,570 | $3.5M |
| Destiny Wealth Partners, LLC | 0.47% | Reduce -41.2% | 12,550 | $3.5M |
| Wealthfront Advisers LLC | 0.01% | Add +0.4% | 12,435 | $3.5M |
| Boyd Wealth Management, LLC | 1.50% | Add +32.2% | 12,384 | $3.5M |
| Modern Wealth Management, LLC | 0.09% | Reduce -34.5% | 12,367 | $3.5M |
| Evoke Wealth, LLC | 0.08% | Reduce -1.9% | 12,294 | $3.5M |
| Moneco Advisors, LLC | 0.32% | Reduce -26.3% | 12,223 | $3.4M |
| Creative Financial Designs Inc. | 0.25% | Add +4.6% | 12,219 | $3.4M |
| Snowden Capital Advisors LLC | 0.10% | Reduce -24.5% | 12,090 | $3.4M |
| Level Four Advisory Services, LLC | 0.12% | Reduce -14.1% | 12,087 | $3.4M |
| Cannon Wealth Management Services, LLC | 2.76% | Add +3.5% | 12,068 | $3.4M |
| GWN Securities Inc. | 0.63% | Reduce -72.6% | 12,006 | $3.4M |
| Magnus Financial Group LLC | 0.29% | Add +4.5% | 11,960 | $3.3M |
| Carrera Capital Advisors | 0.67% | No change | 11,848 | $3.3M |
| Advocate Group LLC | 0.59% | Add +3.2% | 11,878 | $3.3M |
| Bar Harbor Wealth Management | 0.21% | Reduce -0.2% | 11,860 | $3.3M |
| Mayflower Financial Advisors, LLC | 0.46% | Reduce -1.9% | 11,817 | $3.3M |
| B. Riley Wealth Advisors, Inc. | 0.16% | Reduce -68.9% | 11,772 | $3.3M |
| Capital Management Associates, Inc | 1.03% | Reduce -31.7% | 11,659 | $3.3M |
| Quadrant Capital Group LLC | 0.12% | Add +394.7% | 11,621 | $3.3M |
| MIdWestOne Financial Group, Inc. | 0.42% | No change | 11,606 | $3.2M |
| Bank of Marin | 2.45% | New | 11,595 | $3.2M |
| Wealthspan Partners, LLC | 1.35% | Add +2.7% | 11,583 | $3.2M |
| Ieq Capital, LLC | 0.02% | Reduce -6.5% | 11,580 | $3.2M |
| Kingswood Wealth Advisors, LLC | 0.26% | Add +10.0% | 11,573 | $3.2M |
| Sepio Capital, LP | 0.23% | Reduce -75.4% | 11,511 | $3.2M |
| City State Bank | 1.00% | Reduce -2.8% | 11,442 | $3.2M |
| NWF Advisory Services Inc. | 0.38% | Add +2.9% | 11,435 | $3.2M |
| Duncan Williams Asset Management, LLC | 1.01% | Add +1.8% | 11,399 | $3.2M |
| GoalFusion Wealth Management, LLC | 1.64% | Add +0.8% | 11,386 | $3.2M |
| Objective Capital Management, LLC | 3.56% | Add +0.9% | 11,340 | $3.2M |
| GEM Asset Management, LLC | 1.62% | Reduce -2.5% | 11,219 | $3.2M |
| Meridian Wealth Management, LLC | 0.14% | Add +2.3% | 11,285 | $3.2M |
| Hexagon Capital Partners LLC | 0.70% | No change | 11,283 | $3.2M |
| Beckerman Institutional, LLC | 2.09% | Add +9.4% | 11,268 | $3.2M |
| SOA Wealth Advisors, LLC. | 0.58% | Reduce -6.5% | 11,258 | $3.2M |
| Focus Financial Network, Inc. | 0.12% | Add +12.0% | 11,186 | $3.1M |
| Ridgewood Investments LLC | 1.36% | Add +8.2% | 11,193 | $3.1M |
| Valtinson Bruner Financial Planning LLC | 0.98% | Add +4.9% | 11,171 | $3.1M |
| Flywheel Private Wealth LLC | 2.50% | Reduce -2.8% | 11,147 | $3.1M |
| Seamount Financial Group Inc. | 1.60% | Add +8.2% | 11,085 | $3.1M |
| Revolve Wealth Partners, LLC | 0.40% | Add +2.0% | 10,988 | $3.1M |
| BCM Advisors, LLC | 0.65% | Add +5.8% | 10,647 | $3.1M |
| Red Cedar Investment Management, LLC | 0.39% | New | 10,950 | $3.1M |
| Encompass Wealth Advisors, LLC | 1.12% | Add +4.3% | 10,946 | $3.1M |
| Sensible Financial Planning & Management, LLC. | 0.58% | Reduce -1.7% | 10,942 | $3.1M |
| Soltis Investment Advisors LLC | 0.24% | Add +7.3% | 10,893 | $3.0M |
| Hidden Cove Wealth Management, LLC | 2.20% | Add +71.2% | 10,866 | $3.0M |
| Fusion Family Wealth, LLC | 0.26% | No change | 10,855 | $3.0M |
| Segall Bryant & Hamill, LLC | 0.04% | Reduce -6.2% | 10,764 | $3.0M |
| Financial Insights, Inc. | 1.09% | Reduce -11.5% | 10,682 | $3.0M |
| Maltin Wealth Management, Inc. | 1.34% | Add +6.5% | 10,660 | $3.0M |
| Glass Jacobson Investment Advisors llc | 1.15% | Reduce -8.1% | 10,660 | $3.0M |
| PCA Investment Advisory Services Inc. | 1.26% | Add +4.3% | 10,650 | $3.0M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -1.6% | 10,620 | $3.0M |
| AE Wealth Management LLC | 0.02% | Reduce -32.8% | 10,557 | $3.0M |
| Conning Inc. | 0.11% | No change | 10,535 | $2.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.41% | Reduce -0.1% | 10,500 | $2.9M |
| Financial Freedom, LLC | 1.58% | Reduce -3.8% | 10,482 | $2.9M |
| CWS Financial Advisors, LLC | 0.85% | Reduce -3.8% | 10,453 | $2.9M |
| Fiera Capital Corp | 0.01% | Reduce -1.8% | 10,435 | $2.9M |
| Thoroughbred Financial Services, LLC | 0.20% | Add +12.5% | 10,390 | $2.9M |
| Scott & Selber, Inc. | 0.81% | No change | 10,378 | $2.9M |
| Investor's Fiduciary Advisor Network, LLC | 1.08% | Add +2.1% | 10,353 | $2.9M |
| Legacy PCG, LLC | 1.85% | Reduce -2.5% | 10,324 | $2.9M |
| Balentine LLC | 0.11% | No change | 10,309 | $2.9M |
| Strategic Family Wealth Counselors, L.L.C. | 0.82% | Reduce -5.3% | 10,290 | $2.9M |
| American Money Management, LLC | 0.51% | Reduce -0.1% | 10,278 | $2.9M |
| Accredited Wealth Management, LLC | 2.33% | Add +3.1% | 10,224 | $2.9M |
| Mittelman Wealth Management | 2.42% | Add +22.9% | 10,244 | $2.9M |
| Duncker Streett & Co. Inc. | 0.52% | Reduce -0.5% | 10,232 | $2.9M |
| VestGen Investment Management | 2.04% | Reduce -9.2% | 10,154 | $2.8M |
| Dakota Wealth Management | 0.06% | Reduce -66.5% | 10,108 | $2.8M |
| Mason & Associates Inc | 0.65% | Add +2.9% | 10,079 | $2.8M |
| LongView Wealth Management | 0.85% | Add +35.3% | 10,068 | $2.8M |
| Gainplan LLC | 1.28% | Reduce -36.0% | 10,062 | $2.8M |
| Retirement Planning Co of New England, Inc. | 1.25% | Reduce -1.4% | 10,036 | $2.8M |
| Wilmington Savings Fund Society, FSB | 0.05% | Reduce -32.8% | 10,027 | $2.8M |
| UMB Bank, n.a. | 0.04% | Reduce -1.5% | 9,991 | $2.8M |
| Sincerus Advisory, LLC | 2.62% | Add +4.9% | 9,638 | $2.8M |
| Haverford Trust Co | 0.03% | Add +1.1% | 9,977 | $2.8M |
| CWA Asset Management Group, LLC | 0.12% | Add +2.9% | 9,890 | $2.8M |
| FreeGulliver LLC | 1.27% | Add +3.2% | 9,871 | $2.8M |
| Goelzer Investment Management, Inc. | 0.15% | No change | 9,864 | $2.8M |
| Trust Co. of Vermont | 0.13% | Add +14.8% | 9,827 | $2.7M |
| Garden State Investment Advisory Services LLC | 0.74% | Add +21.4% | 9,813 | $2.7M |
| West Bancorporation Inc. | 1.73% | Reduce -0.7% | 9,761 | $2.7M |
| Eclectic Associates Inc. | 0.59% | Reduce -0.3% | 9,704 | $2.7M |
| Independent Financial Group, LLC | 0.07% | Add +6.0% | 9,699 | $2.7M |
| Linscomb Wealth, Inc. | 0.12% | Reduce -0.6% | 9,680 | $2.7M |
| Secure Asset Management, LLC | 0.50% | Add +64.0% | 9,655 | $2.7M |
| High Net Worth Advisory Group LLC | 0.71% | Add +0.8% | 9,644 | $2.7M |
| Sovran Advisors, LLC | 0.28% | Add +251.9% | 9,564 | $2.7M |
| Fifth Third Wealth Advisors LLC | 0.11% | Add +29.9% | 9,623 | $2.7M |
| LexAurum Advisors, LLC | 0.43% | Add +18.4% | 9,611 | $2.7M |
| Welch & Forbes LLC | 0.03% | Add +0.5% | 9,586 | $2.7M |
| Abbot Financial Management, Inc. | 1.23% | Reduce -1.3% | 9,565 | $2.7M |
| Summit Financial Strategies, Inc. | 0.25% | Add +30.6% | 9,563 | $2.7M |
| Capital Advisors Wealth Management, LLC | 0.42% | Add +2.1% | 9,520 | $2.7M |
| SWP Financial LLC | 1.46% | Reduce -1.0% | 9,507 | $2.7M |
| Transcendent Capital Group LLC | 1.36% | Add +0.2% | 9,478 | $2.7M |
| Intergy Private Wealth, LLC | 0.90% | Add +8.0% | 9,472 | $2.7M |
| PFW Advisors LLC | 0.81% | Reduce -7.1% | 9,450 | $2.6M |
| Transcend Capital Advisors, LLC | 0.20% | Reduce -4.3% | 9,423 | $2.6M |
| Flputnam Investment Management Co. | 0.05% | Reduce -4.0% | 9,422 | $2.6M |
| Washington Trust Bank | 0.22% | Add +3.5% | 9,398 | $2.6M |
| Pension & Wealth Management Advisors, Inc. | 0.88% | Add +0.9% | 9,370 | $2.6M |
| Missouri Trust & Investment Co | 0.86% | Reduce -0.2% | 9,370 | $2.6M |
| Financial Advocates Investment Management | 0.21% | Add +15.4% | 9,336 | $2.6M |
| Fiduciary Trust Co | 0.03% | Reduce -2.4% | 9,335 | $2.6M |
| Investment Partners, LTD. | 0.99% | Reduce -1.2% | 9,335 | $2.6M |
| Columbus Macro, LLC | 0.32% | No change | 9,332 | $2.6M |
| Sound View Wealth Advisors Group, LLC | 0.19% | Add +0.3% | 9,312 | $2.6M |
| Sand Hill Global Advisors, LLC | 0.10% | Add +37.5% | 9,284 | $2.6M |
| Montis Financial, LLC | 0.72% | Reduce -0.0% | 9,252 | $2.6M |
| AAF Wealth Management, LLC | 1.18% | Reduce -8.2% | 9,235 | $2.6M |
| Farmers & Merchants Investments Inc. | 0.08% | Add +0.8% | 9,203 | $2.6M |
| Moneywise, Inc. | 1.20% | Reduce -69.9% | 9,157 | $2.6M |
| CM Wealth Advisors LLC | 0.75% | No change | 9,100 | $2.6M |
| West Financial Advisors, LLC | 0.44% | Add +2.9% | 9,094 | $2.5M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +1.8% | 9,063 | $2.5M |
| Debussy Capital Management LP | 0.38% | Reduce -0.3% | 9,051 | $2.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +40.7% | 9,047 | $2.5M |
| VeraBank, N.A. | 0.51% | Add +16.1% | 9,033 | $2.5M |
| Boston Family Office LLC | 0.17% | Add +13.1% | 9,006 | $2.5M |
| Dogwood Wealth Management LLC | 1.23% | Reduce -0.6% | 8,920 | $2.5M |
| Certified Advisory Corp | 0.26% | Add +3.6% | 8,986 | $2.5M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Reduce -1.2% | 8,979 | $2.5M |
| Frank, Rimerman Advisors LLC | 0.17% | No change | 8,959 | $2.5M |
| New Perspectives, Inc | 1.24% | Reduce -3.9% | 8,951 | $2.5M |
| Perennial Investment Advisors, LLC | 0.24% | Add +30.2% | 8,905 | $2.5M |
| SeaCrest Wealth Management, LLC | 0.27% | Add +6.1% | 8,893 | $2.5M |
| Index Fund Advisors, Inc. | 0.14% | Reduce -0.2% | 8,872 | $2.5M |
| Chatham Capital Group, Inc. | 0.38% | Add +12.2% | 8,870 | $2.5M |
| Joel Adams & Associates, Inc. | 2.19% | Reduce -10.0% | 8,861 | $2.5M |
| Laird Norton Wetherby Wealth Management, LLC | 0.11% | — | 8,833 | $2.5M |
| 21 West Wealth Management LLC | 2.49% | — | 8,832 | $2.5M |
| Robertson Stephens Wealth Management, LLC | 0.09% | Reduce -5.7% | 8,762 | $2.5M |
| Intellectus Partners, LLC | 0.53% | No change | 8,719 | $2.4M |
| National Bank of Canada | 0.00% | Reduce -91.3% | 8,728 | $2.4M |
| AlTi Global, Inc. | 0.06% | Reduce -15.9% | 8,700 | $2.4M |
| PFG Investments, LLC | 0.14% | Add +20.6% | 8,720 | $2.4M |
| Wells Financial Advisors INC | 3.35% | Reduce -5.4% | 8,702 | $2.4M |
| IFG Advisors, LLC | 0.41% | Add +1.6% | 8,688 | $2.4M |
| Sheets Smith Wealth Management | 0.28% | Add +3.8% | 8,666 | $2.4M |
| Northern Capital Management, Inc. | 1.43% | Add +3.8% | 8,661 | $2.4M |
| Topel & Distasi Wealth Management, LLC | 1.26% | Reduce -3.7% | 8,616 | $2.4M |
| Aureus Asset Management, LLC | 0.15% | Add +2.2% | 8,614 | $2.4M |
| Graves Light Lenhart Wealth, Inc. | 0.29% | No change | 8,564 | $2.4M |
| Good Steward Wealth Advisors,LLC | 1.88% | Add +114.7% | 8,552 | $2.4M |
| Fortis Group Advisors, LLC | 0.43% | Reduce -45.4% | 8,356 | $2.4M |
| REDW Wealth LLC | 0.95% | Reduce -11.6% | 8,496 | $2.4M |
| Patten Group, Inc. | 0.50% | Add +8.4% | 8,484 | $2.4M |
| Mosaic Family Wealth Partners, LLC | 0.30% | Reduce -2.2% | 8,476 | $2.4M |
| Fingerlakes Wealth Management, Inc. | 1.77% | Reduce -2.7% | 8,465 | $2.4M |
| CreativeOne Wealth, LLC | 0.06% | Add +7.1% | 8,412 | $2.4M |
| Defined Wealth Management, LLC | 1.45% | Reduce -0.2% | 8,402 | $2.4M |
| Clear Creek Financial Management, LLC | 0.22% | Reduce -12.7% | 8,381 | $2.3M |
| Heritage Wealth Advisors | 0.11% | No change | 8,372 | $2.3M |
| Pennsylvania Capital Management Inc. | 0.75% | Add +479.2% | 8,369 | $2.3M |
| Bridgewater Advisors Inc. | 0.18% | Reduce -0.8% | 8,087 | $2.3M |
| Tritonpoint Wealth, LLC | 0.22% | Add +13.5% | 8,285 | $2.3M |
| LOM Asset Management Ltd | 0.79% | — | 8,292 | $2.3M |
| ERn Financial, LLC | 0.49% | Reduce -0.7% | 8,275 | $2.3M |
| Hilltop Holdings Inc. | 0.15% | Add +3.4% | 8,244 | $2.3M |
| Brighton Securities Corp. | 1.26% | New | 8,241 | $2.3M |
| DeDora Capital, Inc. | 0.60% | Reduce -1.6% | 8,228 | $2.3M |
| Afg Fiduciary Services Limited Partnership | 1.48% | Add +9.5% | 8,142 | $2.3M |
| Essex Bank | 0.55% | No change | 8,187 | $2.3M |
| Wealth Dimensions Group, Ltd. | 0.50% | Add +0.5% | 8,168 | $2.3M |
| Highland Capital Management, LLC | 0.12% | No change | 8,165 | $2.3M |
| Flagstar Securities, Inc. | 0.63% | Reduce -10.9% | 8,127 | $2.3M |
| Monograph Wealth Advisors, LLC | 0.28% | Add +10.0% | 8,077 | $2.3M |
| Lodestar Private Asset Management LLC | 0.26% | Reduce -0.4% | 8,077 | $2.3M |
| Smartleaf Asset Management LLC | 0.20% | Add +52.2% | 8,055 | $2.2M |
| Affiance Financial, LLC | 0.46% | Add +5.8% | 8,008 | $2.2M |
| Shepherd Kaplan Krochuk, LLC | 1.94% | Reduce -0.1% | 7,977 | $2.2M |
| Covington Investment Advisors Inc. | 0.32% | Add +5.2% | 7,959 | $2.2M |
| N.E.W. Advisory Services LLC | 0.22% | Reduce -8.5% | 7,929 | $2.2M |
| Planning Directions Inc. | 1.24% | Add +3.0% | 7,898 | $2.2M |
| Gotham Asset Management | 0.01% | No change | 7,857 | $2.2M |
| Curio Wealth, LLC | 0.96% | Add +5277.4% | 7,851 | $2.2M |
| Baker Tilly Wealth Management, LLC | 0.78% | Add +28.4% | 7,839 | $2.2M |
| Wood Tarver Financial Group, LLC | 0.66% | Reduce -1.0% | 7,829 | $2.2M |
| Pitcairn Co. | 0.14% | No change | 7,825 | $2.2M |
| Private Trust Co. NA | 0.21% | Add +14.5% | 7,823 | $2.2M |
| Atlanta Consulting Group Advisors, LLC | 0.60% | Reduce -1.4% | 7,772 | $2.2M |
| Inspirion Wealth Advisors, LLC | 0.29% | Add +47.3% | 7,783 | $2.2M |
| Portland Financial Advisors Inc | 5.21% | Add +1.5% | 7,752 | $2.2M |
| Howland Capital Management LLC | 0.09% | Reduce -1.4% | 7,687 | $2.2M |
| Modus Advisors, LLC | 0.64% | Reduce -0.6% | 7,679 | $2.1M |
| Argonautica Private Wealth Management, Inc. | 0.67% | Reduce -1.7% | 7,608 | $2.1M |
| New Covenant Trust Company, N.A. | 1.89% | No change | 7,591 | $2.1M |
| Empower Advisory Group, LLC | 0.01% | Add +12.7% | 7,560 | $2.1M |
| Columbia Asset Management | 0.41% | Reduce -9.9% | 7,531 | $2.1M |
| Oxford Financial Group, LTD. LLC | 0.12% | Add +0.4% | 7,487 | $2.1M |
| Stablepoint Partners, LLC | 0.36% | Add +1.1% | 7,477 | $2.1M |
| Bragg Financial Advisors, Inc | 0.07% | Reduce -0.7% | 7,448 | $2.1M |
| Gibson Capital, LLC | 0.41% | No change | 7,438 | $2.1M |
| JFS Wealth Advisors, LLC | 0.13% | Add +0.2% | 7,413 | $2.1M |
| South Plains Financial, Inc. | 1.45% | Reduce -0.3% | 7,381 | $2.1M |
| Plimoth Trust Co. LLC | 0.49% | Reduce -1.5% | 7,374 | $2.1M |
| Capital Analysts, LLC | 0.07% | Add +2.0% | 7,299 | $2.0M |
| Sentinel Pension Advisors, LLC | 0.34% | Reduce -0.2% | 7,297 | $2.0M |
| Wisconsin Wealth Advisors, LLC | 2.35% | Add +2.5% | 7,294 | $2.0M |
| Pandora Wealth, Inc. | 1.25% | No change | 7,282 | $2.0M |
| Leelyn Smith, LLC | 0.33% | No change | 7,243 | $2.0M |
| Interactive Financial Advisors, Inc. | 0.98% | Reduce -14.3% | 7,219 | $2.0M |
| Crewe Advisors LLC | 0.29% | Add +41.1% | 7,214 | $2.0M |
| Anchor Investment Management, LLC | 0.18% | Reduce -5.2% | 7,211 | $2.0M |
| Petix & Botte Co | 0.49% | Reduce -0.6% | 7,197 | $2.0M |
| Reliant Investment Partners, LLC | 1.75% | Reduce -0.3% | 7,192 | $2.0M |
| Affinity Capital Advisors, LLC | 0.35% | Add +16.4% | 7,182 | $2.0M |
| Nicolet Bankshares Inc. | 0.35% | Add +15.4% | 7,180 | $2.0M |
| Great Lakes Advisors, LLC | 0.02% | Reduce -11.2% | 7,179 | $2.0M |
| First Foundation Advisors | 0.07% | Reduce -7.7% | 7,136 | $2.0M |
| Maia Wealth LLC | 0.38% | New | 7,133 | $2.0M |
| Watershed Private Wealth LLC | 0.73% | Reduce -3.0% | 7,118 | $2.0M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Reduce -14.8% | 7,112 | $2.0M |
| Wetzel Investment Advisors, Inc. | 0.91% | Reduce -6.5% | 7,084 | $2.0M |
| Keystone Global Partners, LLC | 1.08% | Reduce -0.5% | 7,060 | $2.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Add +126.4% | 7,059 | $2.0M |
| RMG Wealth Management LLC | 0.30% | — | 6,918 | $2.0M |
| Clarity Capital Advisors, LLC | 1.14% | Add +18.2% | 7,014 | $2.0M |
| Sachetta, LLC | 0.77% | Add +2.2% | 6,959 | $1.9M |
| Plancorp, LLC | 0.07% | Reduce -1.8% | 6,948 | $1.9M |
| Next Level Private LLC | 0.63% | Add +0.4% | 6,890 | $1.9M |
| Beaumont Financial Advisors, LLC | 0.14% | Add +58.2% | 6,875 | $1.9M |
| Harbor Group, Inc. | 0.34% | Add +0.8% | 6,820 | $1.9M |
| Kohmann Bosshard Financial Services, LLC | 0.21% | No change | 6,776 | $1.9M |
| Peak Asset Management, LLC | 0.35% | Reduce -11.0% | 6,762 | $1.9M |
| SageView Advisory Group, LLC | 0.07% | Add +4.7% | 6,534 | $1.9M |
| Capital Advisory Group Advisory Services, LLC | 0.68% | Reduce -1.9% | 6,716 | $1.9M |
| Yarger Wealth Strategies, LLC | 0.97% | Reduce -6.2% | 6,661 | $1.9M |
| Ofc Financial Planning, LLC | 1.98% | Add +1.7% | 6,650 | $1.9M |
| Kelleher Financial Advisors | 0.64% | Add +3.1% | 6,637 | $1.9M |
| Lincoln Capital Corp. | 0.71% | Reduce -0.5% | 6,625 | $1.9M |
| Security Financial Services, INC. | 0.33% | Add +7.2% | 6,609 | $1.8M |
| CHB Investment Group, LLC | 0.94% | Reduce -0.8% | 6,598 | $1.8M |
| Courier Capital LLC | 0.11% | Add +1.5% | 6,562 | $1.8M |
| Dana Investment Advisors, Inc. | 0.06% | Reduce -19.6% | 6,548 | $1.8M |
| Hilltop National Bank | 0.48% | — | 6,524 | $1.8M |
| Ami Investment Management Inc. | 0.47% | Add +3.2% | 6,521 | $1.8M |
| Strata Wealth Advisors, LLC | 0.50% | Add +5.2% | 6,499 | $1.8M |
| Crux Wealth Advisors | 0.77% | Reduce -27.0% | 6,465 | $1.8M |
| Endeavor Private Wealth, Inc. | 0.85% | Reduce -16.5% | 6,397 | $1.8M |
| Royal Fund Management, LLC | 0.19% | Add +1.9% | 6,410 | $1.8M |
| Allegiance Financial Group Advisory Services LLC | 0.48% | Reduce -7.4% | 6,392 | $1.8M |
| Stevens Capital Partners | 0.64% | Reduce -0.7% | 6,282 | $1.8M |
| Sapient Capital LLC | 0.03% | Add +6.3% | 6,350 | $1.8M |
| MidAtlantic Capital Management, Inc. | 1.26% | Add +2.5% | 6,368 | $1.8M |
| Romano Brothers and Company | 0.22% | Add +2.6% | 6,366 | $1.8M |
| Sax Wealth Advisors, LLC | 0.11% | Reduce -7.8% | 6,361 | $1.8M |
| Evergreen Capital Management LLC | 0.05% | No change | 6,328 | $1.8M |
| Ironwood Financial, llc | 0.38% | No change | 6,873 | $1.8M |
| Lanark Financial, Inc. | 0.15% | No change | 6,342 | $1.8M |
| Camelot Portfolios, LLC | 1.06% | Reduce -9.6% | 6,336 | $1.8M |
| Brown Miller Wealth Management, LLC | 0.55% | Reduce -9.0% | 6,307 | $1.8M |
| waypoint wealth counsel | 0.87% | Reduce -3.0% | 6,279 | $1.8M |
| Brio Consultants, LLC | 0.26% | Reduce -25.9% | 6,278 | $1.8M |
| Ironwood Investment Counsel, LLC | 0.27% | Reduce -13.1% | 6,263 | $1.8M |
| Dorsey & Whitney Trust CO LLC | 0.09% | Reduce -12.3% | 6,238 | $1.7M |
| Appleton Partners Inc. | 0.12% | Reduce -0.5% | 6,201 | $1.7M |
| Medallion Wealth Advisors, LLC | 0.67% | Add +4.5% | 6,180 | $1.7M |
| Mitchell Sinkler & Starr | 0.83% | Add +23.4% | 6,197 | $1.7M |
| Wingate Wealth Advisors, Inc. | 1.54% | New | 6,195 | $1.7M |
| Segment Wealth Management, LLC | 0.11% | No change | 6,193 | $1.7M |
| PGIM Custom Harvest LLC | 0.04% | Reduce -2.4% | 6,172 | $1.7M |
| Plan A Wealth LLC | 0.98% | Reduce -36.9% | 6,152 | $1.7M |
| Williams Jones Wealth Management, LLC. | 0.02% | Reduce -7.0% | 6,148 | $1.7M |
| Victory Financial Group, LLC | 0.27% | Reduce -16.2% | 6,148 | $1.7M |
| Hurlow Wealth Management Group, Inc. | 0.49% | Reduce -0.9% | 6,140 | $1.7M |
| St. Louis Trust Co | 0.23% | Reduce -28.1% | 6,133 | $1.7M |
| Opulen Financial Group LLC | 1.40% | Add +4.0% | 6,114 | $1.7M |
| Bangor Savings Bank | 0.15% | Reduce -3.9% | 6,102 | $1.7M |
| Laraway Financial Advisors Inc | 1.29% | Reduce -3.6% | 6,070 | $1.7M |
| Viawealth, LLC | 1.00% | Reduce -5.1% | 6,050 | $1.7M |
| Checchi Capital Advisers, LLC | 0.12% | Reduce -0.1% | 6,043 | $1.7M |
| Adirondack Trust Co. | 0.61% | No change | 6,038 | $1.7M |
| Fortis Capital Management LLC | 0.26% | Reduce -5.5% | 6,038 | $1.7M |
| Rockwood Wealth Management, LLC | 0.15% | Reduce -8.2% | 5,983 | $1.7M |
| Mascagni Wealth Management, Inc. | 1.42% | Reduce -1.6% | 5,968 | $1.7M |
| First County Bank | 0.90% | Reduce -8.6% | 5,962 | $1.7M |
| BOS Asset Management, LLC | 0.53% | Add +0.4% | 5,922 | $1.7M |
| Vident Advisory, LLC | 0.02% | Reduce -26.7% | 5,841 | $1.6M |
| McKinley Carter Wealth Services, Inc. | 0.09% | Reduce -0.3% | 5,837 | $1.6M |
| SoundView Advisors Inc. | 0.60% | No change | 5,832 | $1.6M |
| Aspen Investment Management Inc | 0.68% | Reduce -0.1% | 5,802 | $1.6M |
| Spire Wealth Management | 0.06% | Reduce -4.3% | 5,803 | $1.6M |
| RMR Capital Management, LLC | 1.15% | Reduce -14.7% | 5,766 | $1.6M |
| Clear Harbor Asset Management, LLC | 0.12% | No change | 5,735 | $1.6M |
| Garrison Point Advisors, LLC | 0.73% | Add +2.3% | 5,662 | $1.6M |
| Grange Capital, LLC | 1.65% | Reduce -15.1% | 5,638 | $1.6M |
| Mustard Seed Financial, LLC | 1.13% | Reduce -0.1% | 5,620 | $1.6M |
| BCS Private Wealth Management, Inc. | 0.59% | — | 5,598 | $1.6M |
| Riverbend Wealth Management, LLC | 1.18% | Add +4.8% | 5,579 | $1.6M |
| Vista Investment Management | 0.58% | Reduce -0.3% | 5,544 | $1.6M |
| Chandler Asset Management, Inc. | 0.28% | No change | 5,533 | $1.5M |
| Landmark Wealth Management, LLC | 0.66% | Add +1.3% | 5,530 | $1.5M |
| Mayport, LLC | 0.37% | Add +1.0% | 5,527 | $1.5M |
| Addison Advisors LLC | 0.39% | Reduce -4.9% | 5,526 | $1.5M |
| CFS Investment Advisory Services, LLC | 0.13% | Add +33.7% | 5,519 | $1.5M |
| Rehmann Capital Advisory Group | 0.09% | Reduce -17.8% | 5,497 | $1.5M |
| Ritholtz Wealth Management | 0.03% | Add +1.6% | 5,497 | $1.5M |
| Cyndeo Wealth Partners, LLC | 0.09% | Reduce -49.7% | 5,495 | $1.5M |
| Advisor OS, LLC | 0.15% | Reduce -7.7% | 5,491 | $1.5M |
| Marks Group Wealth Management, Inc | 0.14% | No change | 5,490 | $1.5M |
| FDx Advisors, Inc. | 0.47% | Add +0.6% | 5,482 | $1.5M |
| Truepoint, Inc. | 0.04% | Reduce -0.0% | 5,479 | $1.5M |
| Florida Trust Wealth Management Co | 0.05% | Add +5.4% | 5,470 | $1.5M |
| Fiduciary Family Office, LLC | 0.50% | Add +0.6% | 5,434 | $1.5M |
| Silver Oak Securities, Incorporated | 0.13% | Add +0.8% | 5,385 | $1.5M |
| Synergy Financial Group, LTD | 1.11% | Reduce -1.0% | 5,375 | $1.5M |
| Droms Strauss Advisors Inc. /Mo/ | 0.46% | Reduce -7.0% | 5,373 | $1.5M |
| Stonebridge Financial Planning Group, LLC | 0.63% | Add +8.3% | 5,367 | $1.5M |
| Essex LLC | 0.29% | Add +562.9% | 5,356 | $1.5M |
| Yoffe Investment Management, LLC | 2.05% | Add +0.0% | 5,345 | $1.5M |
| LJI Wealth Management, LLC | 0.26% | Add +77.5% | 5,342 | $1.5M |
| MJP Associates Inc. | 0.22% | Reduce -7.4% | 5,341 | $1.5M |
| Bowman & Co S.C. | 0.67% | Add +4.0% | 5,303 | $1.5M |
| Interchange Capital Partners, LLC | 0.34% | Reduce -3.7% | 5,301 | $1.5M |
| Biltmore Family Office, LLC | 0.25% | Reduce -3.6% | 5,278 | $1.5M |
| B & T Capital Management DBA Alpha Capital Management | 0.25% | Reduce -1.9% | 5,285 | $1.5M |
| Etesian Wealth Advisors, Inc. | 0.55% | Reduce -1.1% | 5,276 | $1.5M |
| Savvy Advisors, Inc. | 0.10% | Add +10.3% | 5,237 | $1.5M |
| Heritage Wealth Management, Inc. | 0.47% | Reduce -3.8% | 5,179 | $1.4M |
| Forefront Wealth Partners, LLC | 0.99% | Reduce -1.1% | 5,476 | $1.4M |
| First National Trust Co | 0.05% | Add +68.5% | 5,168 | $1.4M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.10% | Reduce -1.3% | 5,145 | $1.4M |
| Atlas Capital Advisors Inc. | 0.18% | Reduce -19.5% | 5,138 | $1.4M |
| Cypress Capital Group | 0.18% | No change | 5,133 | $1.4M |
| Alpha Cubed Investments, LLC | 0.05% | Reduce -6.0% | 5,101 | $1.4M |
| Foster Dykema Cabot & Partners, LLC | 0.10% | No change | 5,071 | $1.4M |
| Beacon Financial Group | 0.15% | Add +1.0% | 5,089 | $1.4M |
| Everhart Financial Group, Inc. | 0.16% | Reduce -0.9% | 5,086 | $1.4M |
| Neuberger Berman Group LLC | 0.00% | Reduce -30.0% | 5,077 | $1.4M |
| Atlas Legacy Advisors, LLC | 0.31% | Add +22.2% | 5,072 | $1.4M |
| Mill Creek Capital Advisors, LLC | 0.03% | No change | 5,067 | $1.4M |
| Old National Bancorp | 0.03% | Add +10.8% | 5,050 | $1.4M |
| Fairview Capital Investment Management, LLC | 0.07% | Add +1.5% | 5,049 | $1.4M |
| Coordinated Financial Services, Inc. | 0.99% | — | 5,042 | $1.4M |
| TrueWealth Advisors, LLC | 0.42% | Reduce -2.3% | 5,034 | $1.4M |
| Taylor & Morgan Wealth Management, LLC | 0.95% | Reduce -1.3% | 5,021 | $1.4M |
| Bravias Capital Group, LLC | 1.03% | Add +18.7% | 5,020 | $1.4M |
| Yukon Wealth Management, Inc. | 0.50% | Reduce -32.3% | 5,005 | $1.4M |
| Balanced Rock Investment Advisors LLC | 1.10% | New | 4,998 | $1.4M |
| Ramsay, Stattman, Vela & Price, Inc. | 0.26% | No change | 4,973 | $1.4M |
| Allegheny Financial Group | 0.31% | Add +14.2% | 4,969 | $1.4M |
| Voisard Asset Management Group, Inc. | 0.36% | No change | 4,967 | $1.4M |
| Twin Focus Capital Partners, LLC | 0.19% | Reduce -5.1% | 4,960 | $1.4M |
| GAMMA Investing LLC | 0.09% | Add +3.3% | 4,944 | $1.4M |
| Portland Global Advisors LLC | 0.16% | Add +0.2% | 4,939 | $1.4M |
| Callan Family Office, LLC | 0.04% | Reduce -3.2% | 4,925 | $1.4M |
| Foundations Investment Advisors, LLC | 0.02% | Add +44.8% | 4,923 | $1.4M |
| Advisory Research Inc. | 0.21% | Add +4.6% | 4,902 | $1.4M |
| Proffitt & Goodson Inc. | 0.21% | Reduce -0.3% | 4,902 | $1.4M |
| New Century Financial Group, LLC | 1.60% | Reduce -40.4% | 4,882 | $1.4M |
| FF Advisors,LLC | 0.71% | No change | 4,868 | $1.4M |
| Winthrop Advisory Group LLC | 0.13% | New | 4,823 | $1.4M |
| FineMark National Bank & Trust | 0.05% | Add +1.9% | 4,794 | $1.3M |
| Gilbert & Cook, Inc. | 0.18% | Reduce -1.0% | 4,789 | $1.3M |
| EagleClaw Capital Managment, LLC | 0.20% | No change | 4,765 | $1.3M |
| NBT Bank, N.A. | 0.09% | Reduce -13.8% | 4,726 | $1.3M |
| Mission Wealth Management, LP | 0.03% | Add +28.3% | 4,685 | $1.3M |
| Coastline Trust Co | 0.15% | Add +15.6% | 4,679 | $1.3M |
| Mosaic Financial Group, LLC | 1.00% | No change | 4,665 | $1.3M |
| Twin Peaks Wealth Advisors, LLC | 0.42% | Add +28.3% | 4,550 | $1.3M |
| HM Payson & Co. | 0.02% | No change | 4,636 | $1.3M |
| Tactive Advisors, LLC | 0.42% | — | 4,634 | $1.3M |
| Stillwater Capital Advisors, LLC | 0.16% | Add +0.3% | 4,615 | $1.3M |
| Trajan Wealth LLC | 0.06% | Reduce -3.2% | 4,604 | $1.3M |
| Optima Capital LLC | 0.69% | Add +20.4% | 4,583 | $1.3M |
| Southland Equity Partners LLC | 0.28% | Reduce -1.4% | 4,583 | $1.3M |
| Oldfather Financial Services, LLC | 0.44% | Add +48.8% | 4,578 | $1.3M |
| First Trust Advisors LP | 0.00% | Add +12.9% | 4,559 | $1.3M |
| Capstone Wealth Management Group, LLC | 1.22% | Reduce -10.3% | 4,551 | $1.3M |
| OLIO Financial Planning | 0.40% | Reduce -15.6% | 4,484 | $1.3M |
| TFB Advisors LLC | 0.33% | Add +3.4% | 4,480 | $1.3M |
| Dynamic Wealth Strategies, LLC | 0.90% | Add +25.4% | 4,464 | $1.2M |
| Horizon Bancorp Inc. | 0.63% | New | 4,450 | $1.2M |
| Sherman Asset Management, Inc. | 1.10% | Reduce -7.5% | 4,448 | $1.2M |
| Fermata Advisors, LLC | 0.33% | Reduce -34.7% | 4,437 | $1.2M |
| Western Wealth Management, LLC | 0.07% | Add +1.3% | 4,437 | $1.2M |
| Journey Advisory Group, LLC | 0.10% | Reduce -7.2% | 4,388 | $1.2M |
| 3Chopt Investment Partners, LLC | 0.29% | No change | 4,368 | $1.2M |
| Golden State Wealth Management, LLC | 0.15% | Reduce -2.3% | 4,382 | $1.2M |
| SVB Wealth LLC | 0.07% | New | 4,380 | $1.2M |
| High Note Wealth, LLC | 0.28% | Reduce -0.2% | 4,375 | $1.2M |
| Farmers National Bank | 0.32% | Add +0.4% | 4,360 | $1.2M |
| ARK & TLK Investments, LLC | 0.39% | Add +0.0% | 4,352 | $1.2M |
| Clarius Group, LLC | 0.07% | Add +19.2% | 4,334 | $1.2M |
| Omega Financial Group, LLC | 0.44% | No change | 4,322 | $1.2M |
| Caitlin John, LLC | 1.10% | Reduce -9.6% | 4,315 | $1.2M |
| Mogy Joel R Investment Counsel Inc. | 0.07% | No change | 4,305 | $1.2M |
| New England Private Wealth Advisors LLC | 0.18% | Reduce -6.0% | 4,185 | $1.2M |
| Peoples Financial Services Corp. | 0.59% | Add +4.2% | 4,276 | $1.2M |
| Luminist Capital LLC | 1.19% | Add +17.6% | 4,250 | $1.2M |
| Novem Group | 0.15% | Add +9.1% | 4,273 | $1.2M |
| Sachem Hill LLC | 0.24% | Reduce -2.3% | 4,261 | $1.2M |
| Measured Wealth Private Client Group, LLC | 0.36% | Reduce -3.4% | 4,249 | $1.2M |
| Cornerstone Wealth Group, LLC | 0.09% | Reduce -1.9% | 4,249 | $1.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Reduce -4.2% | 4,238 | $1.2M |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -1.3% | 4,210 | $1.2M |
| Blue Trust, Inc. | 0.01% | Add +40.0% | 4,209 | $1.2M |
| Plante Moran Financial Advisors, LLC | 0.08% | Add +36.1% | 4,206 | $1.2M |
| Asset Dedication, LLC | 0.09% | Reduce -4.4% | 4,201 | $1.2M |
| KPP Advisory Services LLC | 0.19% | Reduce -7.7% | 4,201 | $1.2M |
| Harbor Investment Advisory, LLC | 0.10% | Reduce -5.3% | 4,195 | $1.2M |
| Consolidated Portfolio Review Corp | 0.16% | Add +0.3% | 4,182 | $1.2M |
| Strategies Wealth Advisors, LLC | 0.13% | Reduce -12.3% | 4,174 | $1.2M |
| Chapin Davis, Inc. | 0.32% | Add +3.3% | 4,167 | $1.2M |
| Good Life Advisors, LLC | 0.07% | Add +23.0% | 4,152 | $1.2M |
| Birch Hill Investment Advisors LLC | 0.05% | No change | 4,147 | $1.2M |
| Kellett Wealth Advisors, LLC | 0.76% | Reduce -2.5% | 4,141 | $1.2M |
| Centricity Wealth Management, LLC | 0.93% | No change | 4,141 | $1.2M |
| TFC Financial Management, Inc. | 0.16% | Reduce -0.2% | 4,137 | $1.2M |
| CJM Wealth Advisers, Ltd. | 0.38% | Reduce -0.2% | 4,130 | $1.2M |
| Midwestern Financial, LLC | 1.08% | — | 4,099 | $1.1M |
| IFG Advisory, LLC | 0.06% | Reduce -3.0% | 4,092 | $1.1M |
| Koss-Olinger Consulting, LLC | 0.09% | Reduce -10.5% | 4,091 | $1.1M |
| Cibc World Market Inc. | 0.00% | Reduce -2.8% | 4,086 | $1.1M |
| Liberty Square Wealth Partners LLC | 0.39% | No change | 4,078 | $1.1M |
| Delta Financial Advisors LLC | 0.40% | Reduce -1.0% | 4,058 | $1.1M |
| Traction Financial Partners, LLC | 0.77% | Add +31.7% | 4,051 | $1.1M |
| Eagle Wealth Strategies LLC | 0.63% | Add +66.8% | 4,043 | $1.1M |
| Darden Wealth Group Inc | 0.68% | Add +386.5% | 4,028 | $1.1M |
| Platform Technology Partners | 0.29% | Add +2.1% | 4,027 | $1.1M |
| Aire Advisors, LLC | 0.22% | No change | 4,026 | $1.1M |
| Bryn Mawr Trust Advisors, LLC | 0.06% | Reduce -18.2% | 4,019 | $1.1M |
| Lutz Financial Services LLC | 0.09% | No change | 4,004 | $1.1M |
| Stephen J. Garry & Associates, LLC | 0.97% | No change | 3,995 | $1.1M |
| Donor Advised Charitable Giving, Inc. | 0.02% | No change | 3,987 | $1.1M |
| Envision Financial Planning, LLC | 0.52% | Add +372.4% | 3,982 | $1.1M |
| Wealth Architects, LLC | 0.11% | Reduce -10.2% | 3,978 | $1.1M |
| Hiley Hunt Wealth Management | 0.56% | Add +0.4% | 3,936 | $1.1M |
| Lee, Kelleher & Klein Wealth Management | 0.73% | No change | 3,949 | $1.1M |
| Bluestem Financial Advisors, LLC | 0.47% | Reduce -7.6% | 3,930 | $1.1M |
| Fulton Bank, N.A. | 0.04% | Add +23.9% | 3,898 | $1.1M |
| Simon Quick Advisors, LLC | 0.06% | Reduce -4.6% | 3,896 | $1.1M |
| German American Bancorp, Inc. | 0.11% | Reduce -0.8% | 3,891 | $1.1M |
| Longview Financial Advisors, Inc. | 0.92% | Reduce -2.0% | 3,877 | $1.1M |
| Blue Bell Private Wealth Management, LLC | 0.18% | No change | 3,853 | $1.1M |
| Fortitude Advisory Group L.L.C. | 0.61% | Reduce -3.7% | 3,836 | $1.1M |
| Triangle Securities Wealth Management | 0.26% | Reduce -0.4% | 3,830 | $1.1M |
| Farnam Financial LLC | 0.96% | Reduce -10.7% | 3,805 | $1.1M |
| Murphy & Mullick Capital Management Corp | 0.86% | Reduce -0.2% | 3,707 | $1.1M |
| Breakwater Capital Group | 0.17% | Add +12.9% | 3,765 | $1.1M |
| Dunhill Financial, LLC | 0.30% | Add +3.5% | 3,753 | $1.1M |
| Kuhn & Co Investment Counsel | 0.79% | No change | 3,754 | $1.1M |
| Evanson Asset Management, LLC | 0.07% | Add +5.1% | 3,743 | $1.0M |
| Galvin, Gaustad & Stein, LLC | 0.09% | Add +99.3% | 3,743 | $1.0M |
| OMNI 360 Wealth, Inc. | 0.65% | Reduce -0.5% | 3,726 | $1.0M |
| Wernau Asset Management Inc. | 1.18% | Reduce -6.1% | 3,719 | $1.0M |
| Acas, LLC | 0.69% | Reduce -7.3% | 3,590 | $1.0M |
| Midland Wealth Advisors, LLC | 0.06% | Reduce -40.3% | 3,700 | $1.0M |
| Summit Wealth Partners, LLC | 0.20% | Reduce -2.1% | 3,699 | $1.0M |
| LifePlan Financial, LLC | 0.86% | Reduce -1.1% | 3,691 | $1.0M |
| TABR Capital Management, LLC | 0.88% | Add +4.5% | 3,680 | $1.0M |
| Ardent Capital Management, Inc. | 0.49% | No change | 3,680 | $1.0M |
| WealthBridge Capital Management, LLC | 0.26% | Reduce -0.3% | 3,675 | $1.0M |
| Jacobi Capital Management LLC | 0.07% | Add +14.3% | 3,674 | $1.0M |
| Seek First Inc. | 0.83% | Add +1.4% | 3,671 | $1.0M |
| Greenhouse Wealth Management, LLC | 0.66% | Reduce -6.9% | 3,670 | $1.0M |
| Evernest Financial Advisors, LLC | 0.33% | Add +0.4% | 3,658 | $1.0M |
| Sound Income Strategies, LLC | 0.06% | Reduce -6.1% | 3,658 | $1.0M |
| TFG Advisers LLC | 0.35% | Reduce -0.2% | 3,648 | $1.0M |
| Hobbs Group Advisors, LLC | 0.35% | Reduce -1.8% | 3,645 | $1.0M |
| Summit Wealth Group LLC / Co. | 0.26% | — | 3,629 | $1.0M |
| Moss Adams Wealth Advisors LLC | 0.09% | New | 3,628 | $1.0M |
| Kennebec Savings Bank | 1.00% | Reduce -0.9% | 3,641 | $1.0M |
| MilWealth Group LLC | 0.26% | Reduce -1.6% | 3,638 | $1.0M |
| Keystone Wealth Services, LLC | 0.24% | Add +11.0% | 3,626 | $1.0M |
| Pecaut & Co. | 0.33% | Add +26.6% | 3,598 | $1.0M |
| Stone Summit Wealth LLC | 0.31% | New | 3,596 | $1.0M |
| Summit Investment Advisory Services, LLC | 0.44% | Reduce -0.1% | 3,595 | $1.0M |
| Riverview Trust Co | 1.26% | No change | 3,592 | $1.0M |
| Revisor Wealth Management LLC | 0.36% | Reduce -12.9% | 3,527 | $1.0M |
| Marotta Asset Management | 0.20% | Reduce -1.1% | 3,560 | $996K |
| InTrack Investment Management Inc | 0.67% | Reduce -53.4% | 3,553 | $994K |
| Kwmg, LLC | 0.09% | Reduce -4.0% | 3,521 | $985K |
| Madden Advisory Services, Inc. | 0.42% | Reduce -0.5% | 3,520 | $985K |
| Hancock Whitney Corp. | 0.02% | No change | 3,507 | $981K |
| Covenant Asset Management, LLC | 0.20% | Add +0.8% | 3,502 | $980K |
| Randolph Co Inc | 0.10% | Reduce -21.2% | 3,500 | $979K |
| Antonelli Financial Advisors, LLC | 0.71% | Reduce -67.6% | 3,499 | $979K |
| Mitchell Capital Management Co. | 0.18% | No change | 3,420 | $974K |
| Rockland Trust Co. | 0.05% | Reduce -16.6% | 3,480 | $974K |
| Beaird Harris Wealth Management, LLC | 0.08% | No change | 3,480 | $974K |
| Melone Private Wealth, LLC | 0.50% | Reduce -1.4% | 3,484 | $972K |
| International Assets Investment Management, LLC | 0.08% | Reduce -2.9% | 3,472 | $971K |
| Plan Group Financial, LLC | 0.32% | Add +0.1% | 3,467 | $970K |
| StrongBox Wealth, LLC | 0.37% | Reduce -3.1% | 3,460 | $968K |
| BankPlus Wealth Management LLC | 0.64% | Add +30.0% | 3,452 | $966K |
| BridgePort Financial Solutions, LLC | 0.32% | Add +7.1% | 3,452 | $966K |
| Clayton Financial Group LLC | 1.15% | Reduce -83.4% | 3,450 | $965K |
| Fort Sheridan Advisors LLC | 0.14% | Reduce -14.8% | 3,428 | $959K |
| D. E. Shaw & Co. | 0.00% | New | 3,425 | $958K |
| Swisher Financial Concepts, Inc. | 0.62% | Reduce -29.3% | 3,422 | $958K |
| MPWM Advisory Solutions, LLC | 0.61% | Add +6.6% | 3,419 | $957K |
| Brookwood Investment Group LLC | 0.15% | Reduce -4.2% | 3,412 | $955K |
| Aspiriant, LLC | 0.03% | Reduce -14.3% | 3,410 | $954K |
| Blossom Wealth Management | 1.69% | Add +4.4% | 3,401 | $952K |
| Lazard Asset Management LLC | 0.00% | No change | 3,400 | $951K |
| Matrix Private Capital Group LLC | 0.56% | No change | 3,374 | $948K |
| Values Added Financial LLC | 0.46% | Add +14.0% | 3,377 | $945K |
| Paragon Private Wealth Management, LLC | 0.38% | Add +31.8% | 3,377 | $945K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +1.2% | 3,376 | $945K |
| Pinnacle Bancorp, Inc. | 0.29% | Add +27.8% | 3,361 | $941K |
| Pallas Capital Advisors LLC | 0.04% | Reduce -7.0% | 3,355 | $939K |
| Silvia McColl Wealth Management, LLC | 0.68% | No change | 3,342 | $935K |
| NorthRock Partners, LLC | 0.02% | Add +13.2% | 3,319 | $930K |
| NTV Asset Management LLC | 0.11% | Add +1.3% | 3,299 | $923K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.12% | Add +4.3% | 3,293 | $923K |
| Kelman-Lazarov, Inc. | 0.15% | No change | 3,293 | $921K |
| Collective Family Office LLC | 0.24% | Reduce -2.5% | 3,289 | $920K |
| Mascoma Wealth Management LLC | 0.21% | Reduce -0.2% | 3,283 | $919K |
| Tme Financial, Inc. | 0.74% | Add +8.4% | 3,261 | $913K |
| Trueblood Wealth Management, LLC | 0.38% | Add +21.1% | 3,261 | $913K |
| SC&H Financial Advisors, Inc. | 0.16% | Reduce -0.8% | 3,255 | $911K |
| Carmel Capital Partners, LLC | 0.32% | New | 3,254 | $910K |
| Strategic Equity Management | 0.33% | Reduce -89.9% | 3,253 | $910K |
| Chemistry Wealth Management LLC | 0.19% | Reduce -2.7% | 3,233 | $905K |
| Enterprise Bank & Trust Co | 0.34% | New | 3,208 | $898K |
| Oxbow Advisors, LLC | 0.10% | No change | 3,205 | $897K |
| Guardian Financial Partners, LLC | 0.40% | No change | 3,201 | $896K |
| Muirfield Wealth Advisors LLC | 0.71% | Add +0.1% | 3,201 | $896K |
| Garde Capital, Inc. | 0.05% | Reduce -0.3% | 3,198 | $895K |
| Fiduciary Financial Group, LLC | 0.16% | Add +18.8% | 3,177 | $894K |
| Atala Financial Inc | 0.61% | Reduce -0.4% | 3,184 | $891K |
| Detalus Advisors, LLC | 0.26% | No change | 3,179 | $890K |
| O'ROURKE & COMPANY, Inc | 0.41% | Reduce -4.1% | 3,173 | $888K |
| Curbstone Financial Management Corp | 0.18% | Add +92.1% | 3,170 | $887K |
| Apex Wealth Management, LLC | 0.71% | Reduce -65.0% | 3,162 | $885K |
| John W. Brooker & Co., CPAs | 2.06% | Reduce -78.4% | 3,097 | $880K |
| Dohj, LLC | 0.25% | Reduce -1.1% | 3,516 | $877K |
| RPS Advisory Solutions LLC | 0.48% | Reduce -7.0% | 3,131 | $876K |
| Diversify Advisory Services, LLC | 0.03% | Add +120.7% | 3,044 | $870K |
| QRG Capital Management, Inc. | 0.01% | Add +23.8% | 3,097 | $867K |
| Sovereign Financial Group, Inc. | 0.18% | Add +2.0% | 3,093 | $865K |
| Traphagen Investment Advisors LLC | 0.08% | Add +10.6% | 3,080 | $862K |
| Peterson Wealth Advisors, LLC | 0.14% | Reduce -0.2% | 3,079 | $862K |
| Guyasuta Investment Advisors Inc. | 0.05% | Add +18.7% | 3,063 | $857K |
| Florida Financial Advisors, LLC | 0.21% | Reduce -14.6% | 3,061 | $857K |
| Comprehensive Financial Planning, Inc. | 0.67% | Add +1.2% | 3,050 | $853K |
| Deutsche Bank AG | 0.00% | No change | 3,049 | $853K |
| Brass Tax Wealth Management, Inc. | 0.16% | Add +3.3% | 3,031 | $848K |
| Tranquility Partners, LLC | 0.30% | Add +3.3% | 3,029 | $848K |
| Keel Point, LLC | 0.06% | No change | 3,025 | $846K |
| Kieckhefer Group LLC | 0.46% | No change | 3,021 | $845K |
| Oakworth Capital, Inc. | 0.05% | No change | 3,005 | $841K |
| Alexander Labrunerie & Co., Inc. | 0.35% | Reduce -3.3% | 2,981 | $834K |
| First Business Financial Services, Inc. | 0.07% | No change | 2,969 | $831K |
| Strategic Blueprint, LLC | 0.04% | Reduce -11.7% | 2,957 | $827K |
| Adamsbrown Wealth Consultants LLC | 0.24% | Add +7.7% | 2,955 | $827K |
| Bestgate Wealth Advisors, LLC | 1.71% | No change | 3,197 | $827K |
| McGuire Investment Group, LLC | 0.11% | Add +4.3% | 2,948 | $825K |
| Glen Eagle Advisors, LLC | 0.13% | Add +42.1% | 2,934 | $821K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -1.0% | 2,932 | $821K |
| MBM Wealth Consultants, LLC | 0.22% | Reduce -2.3% | 2,930 | $820K |
| Moors & Cabot, Inc. | 0.04% | Reduce -9.1% | 2,925 | $818K |
| Peak Retirement Planning, Inc. | 0.33% | Reduce -77.0% | 2,918 | $817K |
| Johnson Financial Group, Inc. | 0.04% | Add +1.6% | 2,904 | $816K |
| Sonata Capital Group Inc. | 0.32% | No change | 2,907 | $813K |
| Aufman Associates Inc | 0.50% | Add +0.5% | 2,883 | $807K |
| Gallagher Capital Advisors, LLC | 0.65% | Reduce -4.0% | 2,796 | $805K |
| Exchange Traded Concepts, LLC | 0.01% | New | 2,878 | $805K |
| AlphaStar Capital Management, LLC | 0.06% | New | 2,875 | $804K |
| Blue Barn Wealth, LLC | 0.38% | Reduce -1.2% | 2,891 | $798K |
| Pennington Partners & Co., LLC | 0.43% | Reduce -4.5% | 2,840 | $798K |
| FAS Wealth Partners, Inc. | 0.06% | No change | 2,823 | $790K |
| Legacy Private Trust Co. | 0.05% | Add +2.8% | 2,819 | $789K |
| Advance Capital Management, Inc. | 0.04% | Add +2.2% | 2,811 | $787K |
| Strategic Advisors LLC | 0.15% | Reduce -0.6% | 2,806 | $785K |
| Warwick Investment Management, Inc. | 0.15% | Add +1.0% | 2,801 | $784K |
| WBH Advisory Inc. | 0.07% | Reduce -6.9% | 2,791 | $781K |
| Advisory Alpha, LLC | 0.02% | Reduce -5.2% | 2,782 | $779K |
| World Equity Group, Inc. | 0.21% | Add +33.3% | 2,782 | $778K |
| Fairway Wealth LLC | 0.25% | Add +82.1% | 2,781 | $778K |
| Private Wealth Group, LLC | 0.41% | No change | 2,778 | $777K |
| Matrix Asset Advisors Inc. | 0.08% | Add +86.1% | 2,760 | $773K |
| TFR Capital, LLC. | 0.28% | Add +3.9% | 2,756 | $771K |
| Cypress Point Wealth Management, LLC | 0.19% | No change | 2,750 | $770K |
| Greenline Partners, LLC | 0.10% | Add +310.4% | 2,750 | $770K |
| Outbound Financial Inc | 0.70% | — | 2,747 | $769K |
| True North Advisors, LLC | 0.15% | No change | 2,747 | $769K |
| Willow Creek Wealth Management Inc. | 0.07% | Add +44.3% | 2,728 | $764K |
| DMKC Advisory Services, LLC | 0.40% | New | 2,693 | $763K |
| Trust Co. of Toledo NA | 0.08% | New | 2,722 | $762K |
| Optivise Advisory Services LLC | 0.39% | Add +2.3% | 2,718 | $761K |
| Welch Group, LLC | 0.03% | Add +8.0% | 2,717 | $760K |
| Powers Advisory Group, LLC | 0.33% | Add +24.1% | 2,716 | $760K |
| Ti-Trust, Inc. | 0.51% | Reduce -0.6% | 2,714 | $759K |
| L. Roy Papp & Associates, LLP | 0.09% | Add +6.7% | 2,712 | $759K |
| Gryphon Financial Partners LLC | 0.10% | Reduce -0.8% | 2,708 | $758K |
| Impact Capital Partners LLC | 0.25% | Add +37.1% | 2,705 | $757K |
| R. W. Roge & Company, Inc. | 0.43% | Reduce -0.9% | 2,686 | $751K |
| Herold Advisors, Inc. | 0.16% | Reduce -0.4% | 2,672 | $748K |
| Mission Creek Capital Partners, Inc. | 0.17% | Reduce -15.9% | 2,672 | $748K |
| Financial Strategies Group, Inc. | 0.16% | Reduce -3.0% | 2,647 | $747K |
| American Institute for Advanced Investment Management, LLP | 0.53% | No change | 2,668 | $747K |
| Evelyn Partners Investment Management Services Ltd | 0.11% | Add +422.0% | 2,657 | $744K |
| Investment Advisory Group, LLC | 0.23% | Add +41.9% | 2,656 | $743K |
| ETF Store, Inc. | 0.86% | Reduce -2.4% | 2,655 | $743K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -19.5% | 2,649 | $741K |
| Pachira Investments Inc. | 0.56% | Add +0.6% | 2,644 | $740K |
| Moody LYNN Lieberson & Walker, LLC | 0.04% | Reduce -8.1% | 2,643 | $740K |
| Hibernia Wealth Partners, LLC | 0.27% | Add +103.8% | 2,639 | $738K |
| Compass Capital Corp. /Ma/ | 0.35% | Reduce -3.0% | 2,770 | $738K |
| HBW Advisory Services LLC | 0.09% | Reduce -8.8% | 2,635 | $737K |
| Eagle Strategies LLC | 0.11% | Reduce -2.6% | 2,613 | $731K |
| Westshore Wealth, LLC | 0.28% | Reduce -3.7% | 2,609 | $730K |
| National Wealth Management Group, LLC | 0.41% | Add +76.2% | 2,603 | $728K |
| Horst & Graben Wealth Management LLC | 0.12% | No change | 2,601 | $728K |
| Astra Wealth Partners LLC | 0.59% | Add +28.5% | 2,600 | $728K |
| Root Financial Partners, LLC | 0.07% | Add +9.1% | 2,594 | $726K |
| RiverFront Investment Group, LLC | 0.01% | Reduce -25.6% | 2,593 | $726K |
| Davidson Trust Co. | 0.33% | Add +0.4% | 2,586 | $723K |
| Walled Lake Planning & Wealth Management, LLC | 0.24% | Reduce -15.8% | 2,584 | $723K |
| Vantage Financial Partners, LLC | 0.17% | Reduce -6.4% | 2,576 | $721K |
| Willis Investment Counsel | 0.04% | No change | 2,567 | $718K |
| Beacon Bank & Trust | 0.16% | Reduce -0.6% | 2,565 | $718K |
| Certuity, LLC | 0.07% | Add +0.1% | 2,565 | $718K |
| Kirtland Hills Capital Management, LLC | 0.33% | Reduce -2.1% | 2,563 | $717K |
| Empirical Asset Management, LLC | 0.22% | Add +0.0% | 2,562 | $717K |
| Grandfield & Dodd, LLC | 0.04% | No change | 2,559 | $716K |
| Libra Wealth LLC | 0.23% | No change | 2,557 | $716K |
| J2 Capital Management Inc | 0.57% | Add +1.5% | 2,556 | $715K |
| Founders Financial Alliance, LLC | 0.16% | Reduce -6.3% | 2,551 | $714K |
| Signaturefd, LLC | 0.01% | Add +65.2% | 2,544 | $712K |
| Eagle Bay Advisors LLC | 0.59% | Add +3.6% | 2,534 | $712K |
| Keystone Financial Services, LLC | 0.54% | Reduce -6.5% | 2,543 | $712K |
| Howard Capital Management Group, LLC | 0.05% | Add +3.5% | 2,540 | $711K |
| Thomasville National Bank | 0.05% | Reduce -5.9% | 2,538 | $710K |
| Old North State Trust, LLC | 0.49% | No change | 2,536 | $710K |
| Per Stirling Capital Management, LLC. | 0.09% | Reduce -9.7% | 2,524 | $706K |
| Penobscot Investment Management Company, Inc. | 0.06% | No change | 2,508 | $702K |
| Bakala Capital LLC | 4.03% | Reduce -3.0% | 2,505 | $701K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -6.8% | 2,497 | $699K |
| Beese Fulmer Investment Management, Inc. | 0.05% | New | 2,498 | $699K |
| TOWER TRUST & INVESTMENT Co | 0.50% | Add +2.3% | 2,491 | $697K |
| BSW Wealth Partners | 0.10% | Reduce -4.5% | 2,488 | $696K |
| Elevatus Welath Management | 0.23% | Add +31.6% | 2,480 | $694K |
| Avantax Planning Partners, Inc. | 0.02% | Add +0.0% | 2,477 | $693K |
| Great Diamond Partners, LLC | 0.15% | New | 2,473 | $692K |
| Independence Bank of Kentucky | 0.10% | Reduce -20.3% | 2,470 | $691K |
| Alerus Financial NA | 0.05% | Reduce -1.6% | 2,469 | $691K |
| Freestone Capital Holdings, LLC | 0.02% | Add +15.6% | 2,458 | $688K |
| Park Edge Advisors, LLC | 0.18% | Add +2.0% | 2,452 | $686K |
| Chokshi & Queen Wealth Advisors, Inc | 0.39% | No change | 2,452 | $686K |
| Diligent Investors, LLC | 0.16% | Reduce -0.2% | 2,451 | $686K |
| Angeles Wealth Management, LLC | 0.05% | Add +1403.1% | 2,450 | $685K |
| Valley Forge Investment Consultants Inc. Adv | 0.22% | Add +7.5% | 2,449 | $685K |
| Private Advisory Group LLC | 0.06% | Reduce -93.7% | 2,433 | $681K |
| Lee Danner & Bass Inc. | 0.05% | Reduce -2.1% | 2,428 | $679K |
| Baron Wealth Management LLC | 0.24% | No change | 2,419 | $677K |
| Heritage Financial Services, LLC | 0.07% | Reduce -8.0% | 2,419 | $677K |
| Annex Advisory Services, LLC | 0.02% | Reduce -25.4% | 2,416 | $676K |
| Divergent Planning, LLC | 0.20% | Add +184.9% | 2,402 | $676K |
| Disciplined Investments, LLC | 0.28% | Reduce -12.3% | 2,401 | $672K |
| Buttonwood Financial Advisors Inc. | 0.27% | Reduce -0.5% | 2,400 | $672K |
| Forum Financial Management, LP | 0.01% | Add +2.7% | 2,398 | $671K |
| Pinnacle Wealth Planning Services, Inc. | 0.09% | Add +0.2% | 2,384 | $667K |
| Athena Investment Management | 0.37% | Add +29.3% | 2,378 | $665K |
| Graney & King, LLC | 0.45% | Add +9.2% | 2,375 | $665K |
| Diversified Portfolios, Inc. | 0.06% | Add +8.5% | 2,365 | $662K |
| Kera Capital Partners, Inc. | 0.13% | No change | 2,364 | $662K |
| Sightline Wealth Advisors, LLC | 0.32% | Reduce -9.5% | 2,354 | $659K |
| Busey Bank | 0.02% | Add +23.1% | 2,349 | $657K |
| Fishman Jay A Ltd. | 0.06% | Reduce -2.1% | 2,340 | $655K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.13% | Add +0.8% | 2,340 | $655K |
| WealthTrak Capital Management LLC | 0.55% | Add +0.9% | 2,339 | $655K |
| Physician Wealth Advisors, Inc. | 0.10% | Reduce -2.7% | 2,328 | $651K |
| BIP Wealth, LLC | 0.04% | Reduce -20.1% | 2,323 | $650K |
| DecisionMap Wealth Management, LLC | 0.44% | No change | 2,315 | $648K |
| Hummer Financial Advisory Services Inc | 0.49% | Add +27.8% | 2,299 | $646K |
| Vista Investment Partners Ii, LLC | 0.31% | Reduce -4.5% | 2,306 | $645K |
| GW&K Investment Management, LLC | 0.01% | No change | 2,303 | $644K |
| Colonial Trust Co / SC | 0.09% | Reduce -8.2% | 2,298 | $643K |
| Fort Vancouver Investment Management, LLC | 0.44% | Reduce -0.4% | 2,293 | $642K |
| Hutchens & Kramer Investment Management Group, LLC | 0.29% | Reduce -11.8% | 2,277 | $641K |
| Washington Growth Strategies LLC | 0.49% | — | 2,286 | $640K |
| Moser Wealth Advisors, LLC | 0.31% | No change | 2,285 | $639K |
| Aaron Wealth Advisors LLC | 0.07% | Add +52.0% | 2,278 | $637K |
| Millington Financial Advisors, LLC | 0.32% | Reduce -26.4% | 2,208 | $636K |
| Members Trust Co | 0.02% | Add +1.2% | 2,269 | $635K |
| Red Door Wealth Management, LLC | 0.08% | Add +2.3% | 2,269 | $635K |
| North Star Investment Management Corp. | 0.04% | Add +39.5% | 2,269 | $635K |
| Unique Wealth, LLC | 0.10% | Add +77.5% | 2,261 | $633K |
| Trust Point Inc. | 0.06% | Reduce -56.7% | 2,255 | $631K |
| First Interstate Bank | 0.04% | Reduce -17.5% | 2,253 | $630K |
| Nvest Financial, LLC | 0.33% | Reduce -54.6% | 2,253 | $630K |
| Armstrong Henry H Associates Inc. | 0.06% | No change | 2,248 | $629K |
| Mairs & Power Inc. | 0.01% | Add +9.8% | 2,238 | $626K |
| Independent Advisor Alliance | 0.02% | Reduce -3.5% | 2,219 | $621K |
| Inman Jager Wealth Management, LLC | 0.42% | Reduce -0.6% | 2,201 | $616K |
| Nottingham Advisors, Inc. | 0.09% | Reduce -22.8% | 2,200 | $616K |
| Guardian Wealth Advisors, LLC | 0.36% | Reduce -3.9% | 2,194 | $614K |
| SpringVest Wealth Management LLC | 0.50% | Add +2.9% | 2,179 | $612K |
| Winthrop Capital Management, LLC | 0.15% | No change | 2,188 | $612K |
| Sequent Asset Management, LLC | 0.49% | No change | 2,187 | $612K |
| Comprehensive Money Management Services LLC | 0.46% | Reduce -1.8% | 2,185 | $611K |
| Onyx Bridge Wealth Group LLC | 0.08% | Reduce -18.7% | 2,179 | $611K |
| CGN Advisors LLC | 0.05% | Reduce -4.8% | 2,181 | $610K |
| Wilkins Miller Wealth Management, LLC | 0.41% | Add +29.0% | 2,170 | $607K |
| Kennicott Capital Management LLC | 0.35% | No change | 2,168 | $607K |
| Paulson Wealth Management Inc. | 0.16% | Add +0.8% | 2,165 | $606K |
| Stone House Investment Management, LLC | 0.11% | Reduce -15.3% | 2,148 | $601K |
| Webster Bank, N. A. | 0.06% | Reduce -13.5% | 2,141 | $599K |
| Selective Wealth Management, Inc. | 0.22% | Reduce -16.8% | 2,111 | $598K |
| Wealth Management Nebraska | 0.08% | Add +11.5% | 2,140 | $597K |
| Global Strategic Investment Solutions, LLC | 0.06% | No change | 2,124 | $594K |
| Birchcreek Wealth Management, LLC | 0.34% | Add +6.5% | 2,123 | $594K |
| Waldron Private Wealth LLC | 0.03% | Reduce -2.0% | 2,113 | $594K |
| Paces Ferry Wealth Advisors, LLC | 0.27% | No change | 2,121 | $593K |
| Pacific Sun Financial Corp | 0.31% | Reduce -3.8% | 2,116 | $592K |
| Prospera Capital Management, LLC | 0.33% | No change | 2,105 | $591K |
| Financial Alternatives, Inc | 0.38% | No change | 2,110 | $590K |
| Canandaigua National Trust Co of Florida | 0.42% | Add +0.1% | 2,104 | $589K |
| GAMCO Investors | 0.01% | New | 2,092 | $585K |
| Unified Investment Management | 0.62% | No change | 2,081 | $582K |
| Winebrenner Capital Management LLC | 0.47% | Reduce -0.1% | 2,079 | $582K |
| Palisade Asset Management, LLC | 0.06% | Add +2.0% | 2,079 | $582K |
| Eastern Bank | 0.01% | Add +131.3% | 2,077 | $581K |
| Moment Partners, LLC | 0.11% | Reduce -9.2% | 2,076 | $581K |
| Mayfair Advisory Group, LLC | 0.27% | Add +1.0% | 2,045 | $580K |
| Lodestone Wealth Management LLC | 0.28% | No change | 2,070 | $579K |
| Channel Wealth LLC | 0.16% | Reduce -14.4% | 2,058 | $576K |
| Goepper Burkhardt LLC | 0.21% | Add +1.8% | 2,056 | $575K |
| MAS Advisors LLC | 0.94% | Reduce -1.5% | 2,054 | $575K |
| Geometric Wealth Advisors | 0.09% | Reduce -0.5% | 2,040 | $571K |
| Grey Ledge Advisors, LLC | 0.14% | Add +0.8% | 2,022 | $566K |
| Ranch Capital Advisors Inc. | 0.25% | Reduce -14.8% | 2,018 | $566K |
| Lifeworks Advisors, LLC | 0.08% | Reduce -4.5% | 2,021 | $565K |
| Wells Trecaso Financial Group, LLC | 0.17% | Reduce -1.2% | 2,014 | $564K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Reduce -4.0% | 2,010 | $563K |
| FC Advisory LLC | 0.17% | Reduce -0.9% | 2,004 | $561K |
| Guidance Capital, Inc. | 0.16% | Reduce -0.3% | 1,987 | $560K |
| Orcam Financial Group | 0.48% | No change | 1,982 | $555K |
| Security National Bank of So Dak | 0.30% | No change | 1,980 | $554K |
| Beacon Investment Advisory Services, Inc. | 0.02% | Reduce -1.2% | 1,978 | $554K |
| Marshall Financial Group, LLC | 0.11% | Reduce -2.8% | 1,955 | $552K |
| Cannell & Spears LLC | 0.01% | Add +6.8% | 1,972 | $552K |
| Octavia Wealth Advisors, LLC | 0.06% | Add +0.5% | 1,963 | $551K |
| Aspen Grove Capital, LLC | 0.09% | Reduce -53.0% | 1,954 | $550K |
| Nautilus Advisors LLC | 0.40% | Reduce -3.0% | 1,958 | $548K |
| GK Wealth Management LLC | 0.54% | Add +58.1% | 1,956 | $547K |
| Park Capital Management, LLC / WI | 0.51% | No change | 1,955 | $547K |
| Magnolia Capital Management Ltd. | 0.44% | No change | 1,950 | $546K |
| Bedel Financial Consulting, Inc. | 0.07% | Add +10.4% | 1,944 | $544K |
| Claris Financial LLC | 0.41% | Reduce -3.5% | 1,932 | $541K |
| Redwood Financial Network Corp | 0.36% | Reduce -0.8% | 1,930 | $540K |
| Nixon Peabody Trust Co. | 0.04% | Add +3.2% | 1,930 | $540K |
| Acorn Wealth Advisors, LLC | 0.20% | Add +2.2% | 1,918 | $537K |
| Urban Financial Advisory Corp | 0.27% | Add +4.9% | 1,915 | $536K |
| Moloney Securities Asset Management, LLC | 0.07% | Reduce -3.4% | 1,912 | $535K |
| Lyell Wealth Management, LP | 0.04% | Reduce -7.2% | 1,908 | $534K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -8.3% | 1,907 | $534K |
| Ariadne Wealth Management, LP | 0.26% | Reduce -55.5% | 1,850 | $534K |
| Sterling Financial Planning, Inc. | 0.18% | Reduce -0.4% | 1,906 | $533K |
| Turtle Creek Wealth Advisors, LLC | 0.06% | New | 1,906 | $533K |
| Bath Savings Trust Co | 0.05% | Add +68.2% | 1,906 | $533K |
| Accel Wealth Management | 0.18% | Reduce -5.5% | 1,906 | $533K |
| Howard Wealth Management, LLC | 0.27% | Reduce -2.1% | 1,905 | $533K |
| Stokes Family Office, LLC | 0.06% | No change | 1,902 | $532K |
| Slow Capital, Inc. | 0.07% | Reduce -6.4% | 1,896 | $532K |
| Brooklyn Investment Group | 0.07% | Add +103.7% | 1,898 | $531K |
| First Bank & Trust | 0.09% | Reduce -1.8% | 1,895 | $530K |
| ETF Portfolio Partners, Inc. | 0.15% | No change | 1,886 | $528K |
| Stonebridge Financial Group, LLC | 0.05% | No change | 1,886 | $528K |
| Clark Asset Management, LLC | 0.07% | Reduce -7.0% | 1,884 | $527K |
| SFG Wealth Management, LLC. | 0.32% | Add +0.2% | 1,883 | $527K |
| Chicago Capital, LLC | 0.01% | Add +39.3% | 1,880 | $526K |
| Capital Squared Financial LLC | 0.61% | — | 1,874 | $524K |
| Pettyjohn, Wood & White, Inc. | 0.09% | Reduce -2.9% | 1,873 | $524K |
| Legacy Trust | 0.13% | No change | 1,872 | $524K |
| Claro Advisors Inc. | 0.09% | Reduce -1.7% | 1,870 | $523K |
| Integrity Financial Corp | 0.27% | Add +29.9% | 1,862 | $523K |
| TruNorth Capital Management, LLC | 0.12% | No change | 1,866 | $522K |
| Mengis Capital Management, Inc. | 0.11% | No change | 1,865 | $522K |
| Canvas Wealth Advisors, LLC | 0.10% | Add +18.5% | 1,803 | $520K |
| Waterloo Capital, L.P. | 0.04% | Reduce -14.0% | 1,855 | $519K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.18% | Add +0.4% | 1,835 | $515K |
| Copia Wealth Management | 0.43% | Reduce -1.3% | 1,838 | $514K |
| Marion Wealth Management | 0.13% | New | 1,837 | $514K |
| Westmount Partners, LLC | 0.14% | No change | 1,835 | $513K |
| Burkett Financial Services, LLC | 0.18% | No change | 1,831 | $512K |
| Ascentis Independent Advisors | 0.09% | Add +6.6% | 1,830 | $512K |
| Raffa Wealth Management, LLC | 0.10% | Add +0.3% | 1,825 | $510K |
| Everstar Asset Management, LLC | 0.31% | No change | 1,815 | $508K |
| Topsail Wealth Management, LLC | 0.09% | No change | 1,800 | $506K |
| Fisher Asset Management | 0.00% | Reduce -61.7% | 1,800 | $504K |
| Old Mission Capital LLC | 0.01% | New | 1,800 | $504K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -35.7% | 1,800 | $504K |
| Live Oak Private Wealth LLC | 0.08% | No change | 1,799 | $503K |
| Ashton Thomas Securities, LLC | 0.12% | Add +1.6% | 1,798 | $503K |
| Gibbs Wealth Management | 0.10% | Add +26.4% | 1,792 | $501K |
| Clearstead Trust, LLC | 0.09% | Add +45.3% | 1,787 | $500K |
| Evolution Wealth Advisors, LLC | 0.07% | New | 1,780 | $498K |
| NorthLanding Financial Partners, LLC | 0.44% | Reduce -0.2% | 1,777 | $497K |
| Sara-Bay Financial | 0.18% | Reduce -6.6% | 1,776 | $497K |
| Grantvest Financial Group LLC | 0.37% | Reduce -1.0% | 1,773 | $496K |
| Shira Ridge Wealth Management | 0.23% | Reduce -1.1% | 1,772 | $496K |
| Huntleigh Advisors, Inc. | 0.10% | Reduce -0.7% | 1,769 | $495K |
| L.K. Benson & Company, P.C. | 0.30% | Reduce -4.4% | 1,762 | $493K |
| Meridian Wealth Partners, LLC | 0.07% | Add +0.3% | 1,758 | $492K |
| SIMA Wealth Partners, LLC | 0.40% | Reduce -11.0% | 1,754 | $491K |
| Capital City Trust Co. | 0.13% | No change | 1,750 | $490K |
| Indiana Trust & Investment Management Co | 0.16% | No change | 1,747 | $489K |
| GDS Wealth Management | 0.04% | Reduce -20.6% | 1,745 | $488K |
| Financial Partners Group, Inc | 0.07% | Reduce -1.9% | 1,743 | $488K |
| S&T Bank | 0.15% | Reduce -1.6% | 1,738 | $486K |
| Tradewinds Capital Management, LLC | 0.12% | Add +0.4% | 1,735 | $485K |
| Becker Capital Management Inc. | 0.01% | Reduce -2.0% | 1,717 | $482K |
| Thrive Capital Management, LLC | 0.15% | New | 1,717 | $480K |
| GHP Investment Advisors, Inc. | 0.02% | Reduce -4.9% | 1,714 | $480K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -0.2% | 1,713 | $479K |
| Accretive Wealth Partners, LLC | 0.16% | Reduce -18.6% | 1,712 | $479K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -8.4% | 1,701 | $478K |
| Geneva Partners, LLC | 0.19% | Reduce -34.9% | 1,701 | $476K |
| Hickory Point Bank & Trust | 0.38% | Reduce -17.4% | 1,700 | $476K |
| Summit Wealth & Retirement Planning, Inc. | 0.13% | No change | 1,699 | $475K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +54.2% | 1,698 | $475K |
| CPC Advisors, LLC | 0.06% | No change | 1,695 | $474K |
| Davis R M Inc. | 0.01% | Reduce -21.6% | 1,694 | $474K |
| Private Management Group Inc. | 0.02% | Reduce -6.0% | 1,692 | $473K |
| North Star Asset Management Inc. | 0.02% | Reduce -8.5% | 1,685 | $472K |
| Saxon Interests, Inc. | 0.22% | No change | 1,822 | $471K |
| Catalyst Financial Partners LLC | 0.05% | New | 1,681 | $470K |
| FSM Wealth Advisors, LLC | 0.08% | Add +8.2% | 1,650 | $466K |
| Human Investing LLC | 0.07% | New | 1,658 | $464K |
| Cora Capital Advisors LLC | 0.21% | Reduce -2.9% | 1,656 | $463K |
| Naples Global Advisors, LLC | 0.04% | Reduce -0.5% | 1,649 | $463K |
| RVW Wealth, LLC | 0.04% | Add +5.5% | 1,655 | $463K |
| Astoria Portfolio Advisors LLC. | 0.13% | Add +61.7% | 1,609 | $463K |
| Heirloom Wealth Management | 0.12% | No change | 1,652 | $462K |
| Townsquare Capital LLC | 0.04% | Reduce -96.7% | 1,650 | $462K |
| Verum Partners LLC | 0.11% | Reduce -3.5% | 1,650 | $462K |
| Parkside Financial Bank & Trust | 0.05% | Add +4.4% | 1,650 | $462K |
| Newport Capital Group, LLC | 0.31% | Reduce -2.3% | 1,645 | $460K |
| Equitable Trust Co. | 0.02% | No change | 1,645 | $460K |
| Hardy Reed LLC | 0.04% | Add +0.2% | 1,643 | $460K |
| Vertex Planning Partners, LLC | 0.10% | Add +1.2% | 1,635 | $458K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.21% | Add +54.2% | 1,633 | $457K |
| River Wealth Advisors LLC | 0.06% | Reduce -3.1% | 1,633 | $457K |
| Kovack Advisors, Inc. | 0.04% | Reduce -7.0% | 1,632 | $457K |
| Cobblestone Capital Advisors LLC | 0.02% | Add +21.4% | 1,627 | $455K |
| Westbourne Investments, Inc. | 0.24% | No change | 1,621 | $454K |
| Fairfield, Bush & Co. | 0.26% | Reduce -2.2% | 1,613 | $451K |
| Olistico Wealth, LLC | 0.25% | Reduce -2.0% | 1,609 | $450K |
| Opus Capital Group, LLC | 0.05% | Add +11.9% | 1,603 | $449K |
| Allodium Investment Consultants, LLC | 0.28% | No change | 1,602 | $448K |
| Cove Private Wealth, LLC | 0.16% | No change | 1,600 | $448K |
| Summit Trail Advisors, LLC | 0.01% | New | 1,591 | $447K |
| Fortem Financial Group, LLC | 0.14% | No change | 1,596 | $447K |
| Joseph P. Lucia & Associates, LLC | 0.18% | Reduce -7.2% | 1,595 | $446K |
| Sigma Investment Counselors Inc. | 0.02% | Add +1.7% | 1,592 | $445K |
| Cladis Investment Advisory, LLC | 0.28% | Add +30.3% | 1,590 | $445K |
| Apexium Financial, LP | 0.02% | No change | 1,583 | $445K |
| Summit X, LLC | 0.08% | Add +100.0% | 1,586 | $444K |
| Grove Street Fiduciary, LLC | 0.21% | Reduce -32.6% | 1,576 | $441K |
| Allred Capital Management, LLC | 0.16% | Add +4.0% | 1,572 | $440K |
| MontVue Capital Management, Inc. | 0.31% | No change | 1,571 | $440K |
| Jordan Park Group LLC | 0.03% | No change | 1,570 | $439K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +16.7% | 1,561 | $439K |
| Richards, Merrill & Peterson, Inc. | 0.21% | Add +17.3% | 1,566 | $438K |
| Lowery Thomas, LLC | 0.28% | Add +12.1% | 1,566 | $438K |
| CFC Planning Co LLC | 0.42% | Add +11.9% | 1,561 | $437K |
| Hoese & Co LLP | 0.35% | Add +40.5% | 1,560 | $437K |
| Berger Financial Group, Inc | 0.03% | Add +0.7% | 1,558 | $436K |
| Sloy Dahl & Holst, LLC | 0.06% | Add +4.2% | 1,557 | $436K |
| Shepherd Financial Partners LLC | 0.05% | No change | 1,551 | $434K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.14% | Add +26.1% | 1,548 | $433K |
| Centaurus Financial, Inc. | 0.03% | Reduce -4.0% | 1,547 | $433K |
| Gouws Capital LLC | 0.26% | Reduce -21.3% | 1,541 | $431K |
| Granite Harbor Advisors, Inc. | 0.20% | Reduce -0.7% | 1,538 | $430K |
| Novus Advisors, LLC | 0.65% | Reduce -22.4% | 1,533 | $429K |
| Investment Planning Advisors, Inc. | 0.15% | Reduce -3.1% | 1,532 | $429K |
| Investment Partners Asset Management, Inc. | 0.30% | No change | 1,529 | $428K |
| Hardin Capital Partners, LLC | 0.25% | Add +3.1% | 1,520 | $428K |
| Pacific Sage Partners, LLC | 0.08% | No change | 1,527 | $427K |
| RAM Investment Partners, LLC | 0.09% | Add +51.2% | 1,521 | $426K |
| Quadcap Wealth Management, LLC | 0.05% | Reduce -5.0% | 1,518 | $425K |
| 180 Wealth Advisors, LLC | 0.06% | Reduce -0.1% | 1,518 | $425K |
| M1 Capital Management LLC | 0.21% | No change | 1,518 | $425K |
| Ehrlich Financial Group | 0.27% | Reduce -27.3% | 1,503 | $421K |
| Wealthstream Advisors, Inc. | 0.07% | Reduce -1.3% | 1,496 | $419K |
| Serenus Wealth Advisors, LLC | 0.07% | Reduce -1.3% | 1,495 | $418K |
| Waters Parkerson & Co., LLC | 0.02% | Reduce -3.8% | 1,492 | $417K |
| Asset Allocation & Management Company, LLC | 0.19% | Reduce -53.0% | 1,486 | $416K |
| Better Money Decisions, LLC | 0.25% | Reduce -14.0% | 1,484 | $415K |
| Elm3 Financial Group, LLC | 0.34% | Reduce -6.9% | 1,480 | $414K |
| Mathes Company, Inc. | 0.15% | No change | 1,480 | $414K |
| Fragasso Financial Advisors Inc | 0.03% | Reduce -4.5% | 1,479 | $414K |
| Tyler-Stone Wealth Management | 0.07% | Reduce -23.8% | 1,475 | $413K |
| Venturi Wealth Management, LLC | 0.02% | No change | 1,465 | $410K |
| Wealthcare Capital Partners, LLC | 0.21% | Reduce -3.9% | 1,460 | $409K |
| Northeast Financial Group, Inc. | 0.13% | Reduce -6.9% | 1,456 | $408K |
| Aberdeen Wealth Management LLC | 0.27% | Add +7.4% | 1,455 | $407K |
| Clarity Capital Partners LLC | 0.15% | Reduce -47.0% | 1,454 | $407K |
| Arthur M. Cohen & Associates, LLC | 0.07% | No change | 1,452 | $406K |
| Stockman Wealth Management, Inc. | 0.05% | Reduce -2.8% | 1,442 | $404K |
| Myecfo, LLC | 0.20% | Add +2.1% | 1,440 | $403K |
| Sunburst Financial Group, LLC | 0.09% | Add +3.5% | 1,438 | $402K |
| Edge Financial Advisors LLC | 0.21% | Reduce -7.7% | 1,430 | $400K |
| Covestor Ltd | 0.24% | Add +39.7% | 1,428 | $400K |
| Semitam Bonam LLC | 0.38% | — | 1,429 | $400K |
| Miramar Capital, LLC | 0.09% | New | 1,428 | $400K |
| Tower View Wealth Management LLC | 0.21% | No change | 1,428 | $400K |
| Womack Financial LLC | 0.33% | Reduce -2.4% | 1,423 | $398K |
| Evolution Advisers, Inc. | 0.19% | No change | 1,415 | $397K |
| VERITY Wealth Advisors | 0.27% | No change | 1,417 | $397K |
| Cape Investment Advisory, Inc. | 0.14% | Add +0.3% | 1,416 | $396K |
| 2UniFi Bank | 0.22% | Reduce -7.5% | 1,408 | $394K |
| Smith Salley Wealth Management | 0.02% | No change | 1,407 | $394K |
| Aspire Growth Partners LLC | 0.32% | No change | 1,406 | $394K |
| Kavar Capital Partners Group, LLC | 0.06% | Add +39.8% | 1,405 | $393K |
| McCollum Christoferson Group LLC | 0.12% | No change | 1,403 | $393K |
| Potentia Wealth | 0.22% | No change | 1,400 | $392K |
| EPG Wealth Management LLC | 0.12% | No change | 1,397 | $391K |
| Madison Wealth Partners, Inc | 0.09% | Add +8.7% | 1,397 | $391K |
| Aletheian Wealth Advisors LLC | 0.19% | No change | 1,395 | $390K |
| Wimmer Associates 1, LLC | 0.20% | Reduce -6.7% | 1,389 | $389K |
| Convergence Financial, LLC | 0.07% | Reduce -16.3% | 1,388 | $388K |
| Bogart Wealth, LLC | 0.02% | Reduce -1.3% | 1,387 | $388K |
| Radnor Capital Management, LLC | 0.06% | No change | 1,388 | $388K |
| Granite FO LLC | 0.22% | No change | 1,385 | $388K |
| Caldwell Sutter Capital, Inc. | 0.18% | Add +0.7% | 1,385 | $387K |
| First National Bank of Mount Dora, Trust Investment Services | 0.09% | No change | 1,381 | $386K |
| Wayfinding Financial, LLC | 0.17% | No change | 1,352 | $386K |
| Valley National Advisers Inc. | 0.06% | No change | 1,382 | $386K |
| Alta Wealth Advisors LLC | 0.18% | No change | 1,378 | $386K |
| Centurion Wealth Management LLC | 0.11% | Reduce -93.3% | 1,374 | $385K |
| Ipsen Advisor Group LLC | 0.29% | Add +0.5% | 1,373 | $384K |
| 1ST Source Bank | 0.02% | Reduce -0.1% | 1,371 | $384K |
| FRG Family Wealth Advisors LLC | 0.07% | No change | 1,369 | $383K |
| Westside Investment Management, Inc. | 0.07% | Add +1.9% | 1,366 | $383K |
| Meritage Portfolio Management | 0.02% | Add +60.3% | 1,367 | $383K |
| Compass Planning Associates Inc | 0.35% | Reduce -3.0% | 1,365 | $382K |
| LifeGuide Financial Advisors, LLC | 0.14% | No change | 1,364 | $382K |
| Silverlake Wealth Management LLC | 0.11% | Add +1.0% | 1,361 | $381K |
| ARS Wealth Advisors Group, LLC | 0.04% | Add +6.3% | 1,360 | $381K |
| Client 1ST Advisory Group, LLC | 0.14% | No change | 1,358 | $380K |
| Cadinha & Co. LLC | 0.06% | Add +16.4% | 1,352 | $378K |
| Sage Financial Management Group, Inc. | 0.13% | New | 1,345 | $376K |
| Prepared Retirement Institute LLC | 0.22% | No change | 1,331 | $373K |
| Willis Johnson & Associates, Inc. | 0.03% | Add +2.9% | 1,331 | $372K |
| First American Trust, FSB | 0.03% | Reduce -3.5% | 1,322 | $370K |
| Wealth Management Strategies, Inc. | 0.20% | No change | 1,320 | $369K |
| Columbia Bank | 0.11% | Add +31.1% | 1,304 | $368K |
| Washington Trust Advisors, Inc. | 0.03% | Add +11.0% | 1,311 | $367K |
| Helium Advisors LLC | 0.23% | Add +21.2% | 1,307 | $366K |
| Avaii Wealth Management, LLC | 0.16% | No change | 1,306 | $365K |
| Chilton Investment Co. Inc. | 0.01% | New | 1,303 | $365K |
| Trace Wealth Advisors, LLC | 0.30% | No change | 1,299 | $363K |
| Center For Asset Management LLC | 0.22% | Reduce -42.2% | 1,374 | $363K |
| Strategic Wealth Partners, Ltd. | 0.03% | — | 1,294 | $362K |
| Naviter Wealth, LLC | 0.04% | Add +2.9% | 1,286 | $361K |
| Strategic Financial Services, Inc. | 0.02% | No change | 1,290 | $361K |
| McDonald Partners LLC | 0.09% | New | 1,289 | $361K |
| Falcon Wealth Planning | 0.04% | Reduce -0.7% | 1,286 | $360K |
| Morton Capital Management LLC | 0.06% | No change | 1,283 | $359K |
| One Wealth Management Investment & Advisory Services, LLC | 0.46% | Reduce -5.0% | 1,280 | $358K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -11.3% | 1,280 | $358K |
| DGS Capital Management, LLC | 0.07% | Reduce -6.8% | 1,277 | $357K |
| Knightsbridge Asset Management, LLC | 0.08% | New | 1,274 | $356K |
| Seneca Financial Advisors LLC | 0.14% | No change | 1,267 | $354K |
| Dentgroup LLC | 0.25% | Reduce -0.1% | 1,265 | $354K |
| Martin Worley Group | 0.17% | No change | 1,264 | $354K |
| Essential Partners LLC | 0.14% | — | 1,255 | $351K |
| Whalerock Point Partners, LLC | 0.08% | No change | 1,255 | $351K |
| Gimbal Financial | 0.22% | No change | 1,252 | $350K |
| David J Yvars Group | 0.20% | No change | 1,243 | $348K |
| Bordeaux Wealth Advisors LLC | 0.04% | No change | 1,243 | $348K |
| Capstone Wealth Management Group LLC | 0.25% | No change | 1,241 | $347K |
| Kings Path Partners LLC | 0.14% | No change | 1,237 | $346K |
| Donaldson Capital Management, LLC | 0.01% | Reduce -3.6% | 1,235 | $346K |
| Petros Family Wealth, LLC | 0.32% | New | 1,234 | $345K |
| Crews Bank & Trust | 0.05% | Reduce -0.2% | 1,234 | $345K |
| Argent Advisors, Inc. | 0.11% | Reduce -0.4% | 1,232 | $345K |
| Bay Capital Advisors, LLC | 0.26% | Add +0.7% | 1,231 | $344K |
| Penobscot Wealth Management | 0.12% | Reduce -0.8% | 1,229 | $344K |
| Frazier Financial Advisors, LLC | 0.24% | Reduce -18.0% | 1,227 | $343K |
| Capital Group Private Client Services, Inc. | 0.00% | New | 1,226 | $343K |
| Mindset Wealth Management, LLC | 0.11% | New | 1,226 | $343K |
| HT Partners LLC | 0.10% | No change | 1,226 | $343K |
| L.M. Kohn & Company | 0.09% | Reduce -55.9% | 1,226 | $343K |
| Providence Capital Advisors, LLC | 0.06% | Reduce -5.0% | 1,224 | $343K |
| Aviance Capital Partners, LLC | 0.04% | No change | 1,223 | $342K |
| Financial & Tax Architects, LLC | 0.08% | Add +32.4% | 1,218 | $341K |
| MA Private Wealth | 0.06% | New | 1,217 | $341K |
| First Financial Bank - Trust Division | 0.03% | No change | 1,217 | $341K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 1,213 | $339K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.12% | Reduce -3.0% | 1,173 | $336K |
| MKT Advisors LLC | 0.13% | Reduce -3.8% | 1,193 | $336K |
| Grunden Financial Advisory, Inc. | 0.15% | No change | 1,200 | $336K |
| SYM FINANCIAL Corp | 0.04% | No change | 1,195 | $334K |
| YHB Investment Advisors, Inc. | 0.03% | Reduce -0.4% | 1,195 | $334K |
| MTM Investment Management, LLC | 0.11% | Add +22.5% | 1,193 | $334K |
| Genesis Private Wealth, LLC | 0.16% | Add +1.2% | 1,190 | $333K |
| Private Wealth Partners, LLC | 0.03% | No change | 1,188 | $332K |
| Old Port Advisors | 0.09% | Reduce -1.0% | 1,186 | $332K |
| Prosperity Planning, Inc. | 0.13% | No change | 1,181 | $330K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.37% | No change | 1,178 | $330K |
| Obsidian Personal Planning Solutions LLC | 0.13% | No change | 1,177 | $329K |
| Citizens National Bank Trust Department | 0.07% | No change | 1,177 | $329K |
| Snider Financial Group | 0.09% | Add +2.6% | 1,171 | $328K |
| KWB Wealth | 0.04% | No change | 1,262 | $326K |
| Cambridge Capital Management, LLC | 0.17% | No change | 1,163 | $325K |
| Money Concepts Capital Corp. | 0.02% | Add +4.8% | 1,157 | $324K |
| First Community Trust NA | 0.26% | Add +8.2% | 1,154 | $323K |
| Wambolt & Associates, LLC | 0.11% | No change | 1,145 | $322K |
| Bfsg, LLC | 0.04% | Add +4.5% | 1,148 | $321K |
| WealthShield Partners, LLC | 0.04% | Reduce -37.3% | 1,148 | $321K |
| FourThought Financial Partners, LLC | 0.03% | No change | 1,147 | $321K |
| Cornerstone Advisors Asset Management, LLC | 0.06% | Reduce -33.0% | 1,146 | $321K |
| Ally Invest Advisors Inc. | 0.03% | New | 1,146 | $321K |
| SkyOak Wealth, LLC | 0.06% | No change | 1,143 | $320K |
| Legacy Capital Wealth Partners, LLC | 0.07% | Reduce -6.2% | 6,466 | $319K |
| PKS Advisory Services, LLC | 0.08% | No change | 1,136 | $318K |
| Weitzel Financial Services, Inc. | 0.13% | No change | 1,119 | $317K |
| Aquire Wealth Advisors, LLC | 0.08% | Add +1.7% | 1,127 | $315K |
| PTM Wealth Management, LLC | 0.21% | New | 1,112 | $315K |
| Sharp Wealth Advisory, LLC | 0.20% | Reduce -5.4% | 1,126 | $315K |
| Midwest Professional Planners, LTD. | 0.08% | Reduce -1.7% | 1,125 | $315K |
| Compass Advisory Group LLC | 0.10% | Reduce -35.9% | 1,120 | $315K |
| Alpha Financial Advisors, LLC | 0.12% | New | 1,122 | $314K |
| Vicus Capital | 0.03% | Reduce -0.5% | 1,120 | $313K |
| Ironwood Wealth Management, LLC. | 0.11% | Reduce -5.8% | 1,118 | $313K |
| Avestar Capital, LLC | 0.02% | New | 1,115 | $312K |
| Clearwater Capital Advisors, LLC | 0.03% | Add +10.9% | 1,116 | $312K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +2.8% | 1,109 | $310K |
| Kathmere Capital Management, LLC | 0.02% | Reduce -28.4% | 1,108 | $310K |
| American Financial & Tax Strategies Inc. | 0.16% | No change | 1,108 | $310K |
| Michels Family Financial, LLC | 0.26% | Reduce -0.4% | 1,107 | $310K |
| Summit Wealth Group, LLC | 0.08% | New | 1,106 | $309K |
| One Day In July LLC | 0.03% | Add +40.2% | 1,102 | $308K |
| West Michigan Advisors, LLC | 0.09% | No change | 1,095 | $308K |
| WMG Financial Advisors, LLC | 0.11% | Reduce -1.4% | 1,093 | $306K |
| Barrett & Company, Inc. | 0.11% | No change | 1,093 | $306K |
| Braun Stacey Associates Inc. | 0.01% | Reduce -8.4% | 1,092 | $306K |
| Cooper Financial Group | 0.04% | Reduce -10.3% | 1,091 | $305K |
| Edgemoor Investment Advisors, Inc. | 0.03% | No change | 1,090 | $305K |
| Foundation Wealth Management, LLC\PA | 0.13% | No change | 1,090 | $305K |
| HTG Investment Advisors, Inc. | 0.11% | No change | 1,089 | $305K |
| WNY Asset Management, LLC | 0.03% | Reduce -45.5% | 1,088 | $304K |
| Calton & Associates, Inc. | 0.05% | Add +12.9% | 1,087 | $304K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -55.0% | 1,087 | $304K |
| Sensible Money, LLC | 0.12% | No change | 1,086 | $304K |
| Tilia Fiduciary Partners, Inc. | 0.19% | Add +7.8% | 1,085 | $304K |
| PCG Asset Management, LLC | 0.26% | Add +1.6% | 1,083 | $303K |
| LMG Wealth Partners, LLC | 0.06% | New | 1,082 | $303K |
| Dearborn Partners LLC | 0.01% | Add +1.4% | 1,081 | $302K |
| Sageworth Trust Co of South Dakota | 0.33% | No change | 1,080 | $302K |
| Confluence Wealth Services, Inc. | 0.02% | New | 1,070 | $299K |
| McLean Asset Management Corp | 0.08% | No change | 1,050 | $297K |
| Parcion Private Wealth LLC | 0.02% | No change | 1,059 | $296K |
| Cambridge Financial Group, LLC | 0.11% | Add +0.5% | 1,058 | $296K |
| Prevail Innovative Wealth Advisors, LLC | 0.07% | New | 1,058 | $296K |
| Safeguard Investment Advisory Group, LLC | 0.07% | Add +0.1% | 1,056 | $295K |
| Fairman Group, LLC | 0.24% | Reduce -15.7% | 1,049 | $295K |
| Element Wealth, LLC | 0.14% | No change | 1,049 | $294K |
| Insigneo Advisory Services, LLC | 0.03% | No change | 1,047 | $293K |
| Sonoma Private Wealth LLC | 0.36% | No change | 1,045 | $292K |
| Creekmur Asset Management LLC | 0.05% | Add +32.0% | 1,044 | $292K |
| Arcadia Investment Advisors LLC | 0.15% | Add +9372.7% | 1,042 | $292K |
| Correct Capital Wealth Management | 0.06% | No change | 1,042 | $292K |
| Hoxton Planning & Management, LLC | 0.10% | Reduce -5.1% | 1,041 | $291K |
| Embree Financial Group | 0.04% | No change | 1,035 | $290K |
| Raab & Moskowitz Asset Management LLC | 0.07% | Add +1.9% | 1,033 | $289K |
| Lathrop Investment Management Co. | 0.05% | Add +3.7% | 1,030 | $288K |
| WealthCare Investment Partners, LLC | 0.10% | Reduce -3.4% | 1,013 | $287K |
| Performance Wealth Partners, LLC | 0.01% | New | 1,026 | $287K |
| Bensler, LLC | 0.03% | No change | 1,024 | $286K |
| Enzi Wealth | 0.10% | Add +0.4% | 1,014 | $286K |
| Cornerstone Financial Group, LLC | 0.24% | New | 1,022 | $286K |
| tru Independence LLC | 0.08% | No change | 1,022 | $286K |
| Echo Wealth Management, LLC | 0.17% | No change | 1,016 | $284K |
| Edgestream Partners, L.P. | 0.01% | Add +6.1% | 1,014 | $284K |
| ABLE Financial Group, LLC | 0.07% | Reduce -46.6% | 1,011 | $283K |
| Midwest Financial Group LLC | 0.15% | Add +9.8% | 1,010 | $283K |
| Acima Private Wealth, LLC | 0.10% | No change | 1,007 | $282K |
| Tradition Wealth Management, LLC | 0.02% | No change | 1,007 | $282K |
| Norris Perne & French LLP | 0.02% | Add +4.6% | 1,006 | $282K |
| Madison Park Capital Advisors, LLC | 0.24% | Add +1.9% | 1,005 | $281K |
| Regimen Wealth, LLC | 0.09% | Add +6.1% | 1,005 | $281K |
| Courage Miller Partners, LLC | 0.09% | New | 1,001 | $280K |
| KOM Wealth Management Group, LLC | 0.22% | Reduce -15.0% | 1,000 | $280K |
| Searle & Co. | 0.08% | No change | 1,000 | $280K |
| LaSalle St. Investment Advisors, LLC | 0.08% | Reduce -27.8% | 999 | $279K |
| CCG Wealth Management, LLC | 0.15% | Add +5.0% | 997 | $279K |
| Nova Wealth Management, Inc. | 0.20% | Reduce -4.3% | 996 | $279K |
| Ade, LLC | 0.15% | New | 995 | $278K |
| Level Wealth Management LLC | 0.16% | No change | 992 | $278K |
| Glassman Wealth Services | 0.04% | Reduce -16.1% | 992 | $278K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 990 | $277K |
| M Wealth Management, LLC | 0.26% | No change | 988 | $277K |
| Ameriflex Group, Inc. | 0.14% | Reduce -15.7% | 993 | $276K |
| First National Advisers, LLC | 0.04% | Add +6.8% | 980 | $274K |
| Clarendon Private LLC | 0.26% | Reduce -50.7% | 976 | $273K |
| Strategic Financial Planning, Inc. | 0.17% | No change | 975 | $273K |
| Kanawha Capital Management LLC | 0.02% | Reduce -4.3% | 975 | $273K |
| Juncture Wealth Strategies, LLC | 0.10% | Reduce -26.2% | 974 | $273K |
| Legacy Bridge, LLC | 0.13% | No change | 972 | $272K |
| Private Capital Management, LLC | 0.03% | No change | 969 | $271K |
| Balboa Wealth Partners | 0.05% | New | 968 | $271K |
| UNIVEST FINANCIAL Corp | 0.02% | Reduce -47.5% | 963 | $270K |
| Maridea Wealth Management LLC | 0.07% | No change | 962 | $269K |
| Summit Asset Management, LLC | 0.04% | Reduce -4.0% | 962 | $269K |
| Tocqueville Asset Management L.P. | 0.00% | No change | 962 | $269K |
| Zacks Investment Management | 0.00% | Reduce -15.7% | 957 | $268K |
| Compass Ion Advisors, LLC | 0.03% | Reduce -85.0% | 955 | $267K |
| Ted Buchan & Co | 0.11% | No change | 954 | $267K |
| North Capital, Inc. | 0.23% | No change | 950 | $266K |
| Greenwood Capital Associates LLC | 0.03% | Reduce -1.8% | 950 | $266K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.09% | No change | 950 | $266K |
| GSG Advisors LLC | 0.08% | No change | 948 | $265K |
| Carson Advisory Inc. | 0.17% | Reduce -13.1% | 946 | $265K |
| United Advisor Group, LLC | 0.05% | Add +14.8% | 945 | $264K |
| Northeast Planning Associates, Inc. / NH / | 0.24% | No change | 943 | $264K |
| Klingman & Associates, LLC | 0.01% | Reduce -11.5% | 937 | $262K |
| One Wealth Advisors, LLC | 0.04% | Add +1.3% | 935 | $262K |
| Wall Street Financial Group, Inc. | 0.24% | Add +18.4% | 934 | $261K |
| Astoria Strategic Wealth, Inc. | 0.07% | Reduce -0.4% | 934 | $261K |
| Obermeyer Wealth Partners | 0.01% | New | 932 | $261K |
| Balefire, LLC | 0.06% | New | 931 | $260K |
| Heritage Wealth Management, Inc. | 0.20% | New | 928 | $260K |
| Balanced Wealth Group LLC | 0.11% | Reduce -35.9% | 907 | $260K |
| Register Financial Advisors LLC | 0.11% | Add +7.7% | 926 | $259K |
| Greenfield Savings Bank | 0.12% | No change | 926 | $259K |
| Miller Financial Services LLC | 0.33% | No change | 925 | $259K |
| Orleans Capital Management Corp. | 0.14% | New | 925 | $259K |
| Earned Wealth Advisors, LLC | 0.05% | Reduce -6.7% | 923 | $258K |
| Compass Financial Group, INC | 0.04% | Reduce -8.5% | 920 | $258K |
| Toth Financial Advisory Corp. | 0.03% | Reduce -6.5% | 918 | $257K |
| Barclays PLC | 0.00% | No change | 917 | $257K |
| Thrive Wealth Management, LLC | 0.04% | Add +0.2% | 916 | $256K |
| Arvest Bank Trust Division | 0.01% | No change | 915 | $256K |
| Noesis Capital Mangement Corp. | 0.04% | Add +14.8% | 914 | $256K |
| Tyche Wealth Partners LLC | 0.05% | No change | 914 | $256K |
| Cathy Pareto & Associates, Inc. | 0.21% | Add +4.0% | 913 | $256K |
| Townsend Asset Management Corp. /NC/ | 0.09% | Reduce -5.2% | 903 | $253K |
| Traub Capital Management LLC | 0.23% | — | 900 | $252K |
| Team Hewins, LLC | 0.09% | No change | 897 | $252K |
| Axis Wealth Partners, LLC | 0.17% | Reduce -12.7% | 898 | $251K |
| Csenge Advisory Group | 0.01% | Add +1.5% | 928 | $251K |
| Pekin Hardy Strauss, Inc. | 0.03% | New | 894 | $250K |
| Financial Advisors Network, Inc. | 0.04% | Add +1.5% | 894 | $250K |
| Trademark Financial Management, LLC | 0.15% | New | 890 | $249K |
| Corundum Group, Inc. | 0.11% | No change | 890 | $249K |
| First Long Island Investors, LLC | 0.02% | No change | 890 | $249K |
| Hubbell Strickland Wealth Management, LLC | 0.11% | Add +14.0% | 889 | $249K |
| Burke & Herbert Bank & Trust Co. | 0.06% | Reduce -47.5% | 886 | $248K |
| Riversedge Advisors, LLC | 0.05% | New | 884 | $247K |
| Horizon Investment Services, LLC | 0.11% | No change | 878 | $246K |
| Prairie Wealth Advisors, Inc. | 0.10% | Reduce -4.2% | 875 | $246K |
| Osborne Partners Capital Management, LLC | 0.01% | No change | 876 | $245K |
| Trustco Bank Corp. N Y | 0.24% | No change | 873 | $244K |
| Burney Co./ | 0.01% | Reduce -37.4% | 873 | $244K |
| Midwest Capital Advisors, LLC | 0.13% | Reduce -41.0% | 872 | $244K |
| Capital Advisors, Ltd. LLC | 0.03% | Reduce -13.0% | 870 | $243K |
| Legacy Financial Advisors, Inc. | 0.04% | Reduce -0.5% | 868 | $243K |
| Basso Capital Management, L.P. | 0.18% | No change | 867 | $243K |
| Gibson Wealth Advisors LLC | 0.18% | Reduce -10.3% | 866 | $242K |
| Weaver Consulting Group | 0.07% | New | 863 | $242K |
| Prasad Wealth Partners, LLC | 0.07% | No change | 863 | $241K |
| Everpar Advisors LLC | 0.11% | No change | 859 | $240K |
| Gries Financial LLC | 0.04% | No change | 858 | $240K |
| Plotkin Financial Advisors, LLC | 0.13% | No change | 857 | $240K |
| Cahaba Wealth Management, Inc. | 0.02% | New | 855 | $239K |
| Monument Group Wealth Advisors, LLC | 0.15% | Reduce -28.4% | 853 | $239K |
| Denver Wealth Management, Inc. | 0.10% | No change | 853 | $239K |
| Sentry LLC | 0.05% | No change | 850 | $238K |
| Ellsworth Advisors, LLC | 0.06% | Reduce -49.3% | 849 | $238K |
| Pasadena Private Wealth, LLC | 0.04% | Add +1.2% | 848 | $237K |
| Orrstown Financial Services Inc. | 0.05% | No change | 846 | $237K |
| Carr Financial Group Corp | 0.07% | New | 843 | $236K |
| Vermillion Wealth Management, Inc. | 0.11% | No change | 838 | $234K |
| Passive Capital Management, LLC. | 0.07% | Reduce -23.9% | 829 | $233K |
| Mendel Capital Management LLC | 0.13% | Reduce -10.7% | 832 | $233K |
| DHJJ Financial Advisors, Ltd. | 0.08% | Add +6.3% | 832 | $233K |
| Leo Wealth, LLC | 0.02% | New | 831 | $233K |
| Abacus Planning Group, Inc. | 0.03% | Add +0.7% | 830 | $232K |
| Trek Financial, LLC | 0.02% | No change | 830 | $232K |
| Sittner & Nelson, LLC | 0.09% | Add +4.7% | 829 | $232K |
| Teachers Insurance & Annuity Association of America | 0.29% | No change | 827 | $231K |
| Patton Albertson Miller Group, LLC | 0.03% | Reduce -1.2% | 827 | $231K |
| Creegan & Nassoura Financial Group, LLC | 0.15% | No change | 825 | $231K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -40.6% | 825 | $231K |
| Novak & Powell Financial Services, Inc. | 0.16% | Reduce -64.0% | 825 | $231K |
| Patrick M Sweeney & Associates, Inc. | 0.16% | New | 813 | $231K |
| Total Wealth Planning, LLC | 0.03% | New | 823 | $230K |
| Flower City Capital | 0.14% | No change | 818 | $230K |
| Sound Stewardship, LLC | 0.12% | No change | 818 | $229K |
| Mechanics Bank Trust Department | 0.03% | No change | 817 | $229K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -7.2% | 815 | $228K |
| Summit Global Investments | 0.01% | New | 810 | $227K |
| Towneley Capital Management, Inc / DE | 0.05% | Reduce -47.9% | 811 | $227K |
| MRWM Advisors, LLC | 0.14% | No change | 811 | $227K |
| Sollinda Capital Management LLC | 0.06% | New | 811 | $227K |
| Greenleaf Trust | 0.00% | New | 811 | $227K |
| Madison Asset Management, LLC | 0.00% | Reduce -20.3% | 811 | $227K |
| RMR Wealth Builders | 0.02% | No change | 807 | $227K |
| Trust Co | 0.03% | No change | 810 | $227K |
| Strengthening Families & Communities, LLC | 0.13% | Add +5.7% | 871 | $225K |
| High Falls Advisors, Inc | 0.05% | New | 801 | $224K |
| LFA - Lugano Financial Advisors SA | 0.13% | No change | 800 | $224K |
| Bantamac Capital, LLC | 0.08% | No change | 800 | $224K |
| Quarry Hill Advisors, LLC | 0.13% | New | 797 | $223K |
| Goldstein Advisors, LLC | 0.03% | New | 793 | $222K |
| Intrepid Financial Planning Group LLC | 0.09% | No change | 790 | $221K |
| RDA Financial Network | 0.06% | Reduce -29.1% | 785 | $220K |
| Middleton & Co. Inc. | 0.02% | No change | 784 | $219K |
| Beacon Capital Management, LLC | 0.03% | Add +0.3% | 783 | $219K |
| Prospect Financial Group LLC | 0.23% | No change | 782 | $219K |
| First Pacific Financial | 0.03% | Add +488.6% | 777 | $217K |
| Hudock, Inc. | 0.03% | New | 776 | $217K |
| Valley Brook Capital Group, Inc. | 0.16% | Reduce -10.6% | 775 | $217K |
| C2C Wealth Management, LLC | 0.20% | New | 772 | $216K |
| First Financial Bankshares Inc | 0.00% | New | 772 | $216K |
| Carret Asset Management, LLC | 0.02% | New | 771 | $216K |
| Mattern Capital Management, LLC | 0.03% | New | 770 | $215K |
| Compass Financial Services Inc | 0.10% | Add +22.8% | 770 | $215K |
| Old North State Wealth Management, LLC | 0.11% | New | 767 | $215K |
| Baldwin Investment Management, LLC | 0.03% | New | 768 | $215K |
| Insight Advisors, LLC/ PA | 0.03% | New | 767 | $215K |
| Wallace Capital Management Inc. | 0.03% | Reduce -16.0% | 765 | $214K |
| NavPoint Financial, Inc. | 0.13% | New | 762 | $213K |
| Orser Capital Management, LLC | 0.15% | New | 760 | $213K |
| TKG Advisors, LLC | 0.10% | New | 760 | $213K |
| Gutierrez Wealth Advisory, LLC | 0.14% | New | 760 | $213K |
| Websterrogers Financial Advisors, LLC | 0.07% | Reduce -2.3% | 758 | $212K |
| Key Financial Inc | 0.04% | Add +5.3% | 758 | $212K |
| Byrne Asset Management LLC | 0.16% | New | 757 | $212K |
| Tortoise Investment Management, LLC | 0.02% | No change | 756 | $212K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 755 | $211K |
| Auxano Advisors, LLC | 0.05% | New | 753 | $211K |
| Southern Capital Advisors, LLC | 0.11% | New | 753 | $211K |
| Brown, Lisle/Cummings, Inc. | 0.06% | No change | 751 | $210K |
| Barr E S & Co. | 0.01% | New | 750 | $210K |
| Atlatl Advisers LLC | 0.10% | New | 746 | $209K |
| KKM Financial LLC | 0.07% | New | 740 | $207K |
| Wealthstar Advisors, LLC | 0.08% | New | 736 | $206K |
| Cynosure Group, LLC | 0.02% | New | 736 | $206K |
| Cobler Capital Management, LLC | 0.20% | — | 1,522 | $205K |
| LPWM LLC | 0.06% | New | 733 | $205K |
| Violich Capital Management, Inc. | 0.03% | New | 730 | $204K |
| Strategic Financial Partners, Ltd. | 0.09% | New | 729 | $204K |
| Godsey & Gibb, Inc. | 0.02% | No change | 726 | $203K |
| ROI Financial Advisors, LLC | 0.13% | Reduce -11.2% | 725 | $203K |
| Luminvest Wealth Management LLC | 0.07% | New | 719 | $203K |
| Lantern Wealth Advisors, LLC | 0.12% | — | 724 | $203K |
| Beaumont Asset Management, L.L.C. | 0.11% | New | 724 | $203K |
| Flaharty Asset Management, LLC | 0.03% | No change | 723 | $202K |
| Canal Capital Management, LLC | 0.03% | New | 718 | $201K |
| Mycio Wealth Partners, LLC | 0.05% | Add +41.2% | 716 | $200K |
| Evergreen Advisors, LLC | 0.05% | New | 716 | $200K |
| Rossby Financial, LCC | 0.07% | Reduce -3.0% | 712 | $199K |
| American National Bank & Trust | 0.02% | Reduce -9.6% | 712 | $199K |
| Rothschild Investment LLC | 0.01% | No change | 700 | $196K |
| Richardson Capital Management LLC | 0.10% | No change | 694 | $194K |
| Opal Wealth Advisors, LLC | 0.05% | Reduce -40.4% | 676 | $189K |
| Rise Advisors, LLC | 0.07% | No change | 661 | $185K |
| Morling Financial Advisors, LLC | 0.06% | No change | 651 | $182K |
| C M Bidwell & Associates Ltd. | 0.09% | Reduce -4.1% | 650 | $182K |
| 10Elms LLP | 0.20% | No change | 640 | $179K |
| Princeton Global Asset Management LLC | 0.03% | No change | 632 | $177K |
| Tompkins Financial Corp. | 0.02% | Add +36.5% | 632 | $177K |
| Park Place Capital Corp | 0.04% | Add +33.1% | 623 | $175K |
| Sunbelt Securities, Inc. | 0.02% | Add +18.6% | 658 | $174K |
| Red Lighthouse Investment Management, LLC | 0.07% | Reduce -1.8% | 613 | $172K |
| Dagco, Inc. | 0.05% | No change | 611 | $171K |
| Garrison Bradford & Associates Inc. | 0.19% | No change | 600 | $168K |
| Solstein Capital, LLC | 0.09% | Add +10.2% | 592 | $166K |
| Global Trust Asset Management, LLC | 0.09% | Add +13.0% | 591 | $165K |
| Hantz Financial Services, Inc. | 0.00% | Add +6.7% | 586 | $164K |
| Clean Yield Group | 0.05% | No change | 568 | $159K |
| PrairieView Partners, LLC | 0.02% | No change | 565 | $158K |
| Transce3nd, LLC | 0.06% | Reduce -1.6% | 538 | $151K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 523 | $146K |
| New Millennium Group LLC | 0.08% | Reduce -10.9% | 517 | $145K |
| Breakwater Investment Management | 0.06% | Reduce -8.5% | 515 | $144K |
| Reyes Financial Architecture, Inc. | 0.12% | No change | 514 | $144K |
| Richardson Financial Services Inc. | 0.09% | Add +4.0% | 495 | $139K |
| Intelligent Financial Strategies | 0.07% | Reduce -3.0% | 493 | $139K |
| FSA Wealth Management LLC | 0.05% | No change | 483 | $137K |
| Mb, Levis & Associates, LLC | 0.06% | Reduce -2.8% | 487 | $136K |
| SBI Securities Co., Ltd. | 0.00% | No change | 475 | $133K |
| Zions Bancorporation, National Association | 0.01% | No change | 471 | $132K |
| Family CFO Inc | 0.07% | No change | 469 | $131K |
| Family Manage LLC | 0.02% | Reduce -33.2% | 469 | $131K |
| DecisionPoint Financial, LLC | 0.03% | Reduce -4.0% | 461 | $130K |
| Main Management LLC | 0.01% | Reduce -43.1% | 459 | $128K |
| Park Square Financial Group, LLC | 0.09% | Add +740.7% | 454 | $127K |
| IMG Wealth Management, Inc. | 0.10% | Reduce -7.4% | 451 | $126K |
| Sellwood Investment Partners LLC | 0.06% | New | 448 | $125K |
| North Ridge Wealth Advisors, Inc. | 0.08% | No change | 440 | $123K |
| Cherry Tree Wealth Management, LLC | 0.03% | Reduce -3.9% | 440 | $123K |
| Front Row Advisors LLC | 0.04% | No change | 435 | $122K |
| Promus Capital, LLC | 0.08% | Add +52.5% | 433 | $121K |
| Hollencrest Capital Management | 0.01% | Add +6.2% | 431 | $121K |
| Atticus Wealth Management, LLC | 0.03% | Add +84.8% | 425 | $119K |
| Proathlete Wealth Management LLC | 0.04% | Add +17.8% | 403 | $113K |
| NWK Group, Inc. | 0.04% | Reduce -10.3% | 402 | $113K |
| Colonial Trust Advisors | 0.01% | Add +5642.9% | 402 | $112K |
| Quest 10 Wealth Builders, Inc. | 0.11% | Reduce -14.6% | 393 | $110K |
| Birch Capital Management, LLC | 0.06% | No change | 391 | $109K |
| Pacifica Partners Inc. | 0.04% | No change | 386 | $108K |
| Provident Wealth Management, LLC | 0.03% | No change | 374 | $105K |
| Aspect Partners, LLC | 0.05% | Add +4487.5% | 367 | $103K |
| Concord Wealth Partners | 0.01% | Add +20.9% | 365 | $102K |
| Realta Investment Advisors | 0.04% | Reduce -41.9% | 353 | $99K |
| Bell Investment Advisors, Inc | 0.02% | Reduce -18.1% | 352 | $99K |
| CVA Family Office, LLC | 0.01% | No change | 339 | $95K |
| Harbor Asset Planning, Inc. | 0.09% | — | 326 | $91K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 324 | $91K |
| Tucker Asset Management LLC | 0.03% | Reduce -24.8% | 324 | $91K |
| Financial Perspectives, Inc | 0.03% | Add +39.4% | 322 | $90K |
| Maryland Capital Advisors Inc. | 0.03% | No change | 316 | $88K |
| Centennial Bank | 0.04% | No change | 315 | $88K |
| Vestor Capital, LLC | 0.01% | Reduce -67.1% | 424 | $88K |
| Abound Wealth Management | 0.02% | Reduce -0.6% | 310 | $87K |
| MCF Advisors LLC | 0.01% | Reduce -23.4% | 307 | $86K |
| Evergreen Private Wealth LLC | 0.04% | Reduce -36.0% | 304 | $85K |
| Gladwyn Financial Advisors, Inc. | 0.07% | — | 300 | $84K |
| SWAN Capital LLC | 0.04% | Reduce -2.3% | 295 | $82K |
| Hazlett, Burt & Watson, Inc. | 0.03% | Add +78.5% | 291 | $82K |
| Broadwater Capital Management LLC | 0.06% | Add +19454.5% | 81,151 | $81K |
| Sawyer & Company, Inc | 0.03% | Add +319.5% | 990 | $80K |
| London Co. of Virginia | 0.00% | Reduce -3.7% | 284 | $80K |
| Keener Financial Planning LLC | 0.04% | No change | 283 | $79K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 282 | $79K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +14.2% | 281 | $79K |
| Wealth Preservation Advisors, LLC | 0.05% | Reduce -3.8% | 281 | $79K |
| BankPlus Trust Department | 0.02% | No change | 275 | $77K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +1.1% | 271 | $76K |
| Kozak & Associates, Inc. | 0.02% | Reduce -4.3% | 265 | $75K |
| Anfield Capital Management, LLC | 0.02% | Add +1470.6% | 267 | $75K |
| Morris Financial Concepts, Inc. | 0.03% | No change | 253 | $71K |
| Motco | 0.01% | No change | 240 | $69K |
| SRH Advisors, LLC | 0.02% | No change | 245 | $69K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | No change | 242 | $68K |
| Sterling Capital Management LLC | 0.00% | No change | 240 | $67K |
| Arlington Trust Co LLC | 0.01% | Reduce -29.6% | 238 | $67K |
| Fairscale Capital, LLC | 0.05% | No change | 232 | $66K |
| Perritt Capital Management Inc | 0.03% | No change | 230 | $65K |
| Maseco LLP | 0.00% | — | 230 | $64K |
| Bernard Wealth Management Corp. | 0.03% | No change | 225 | $63K |
| Bradley & Co. Private Wealth Management, LLC | 0.04% | No change | 220 | $62K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | Reduce -2.3% | 217 | $61K |
| Hoey Investments, Inc. | 0.01% | No change | 216 | $61K |
| Evelyn Partners Investment Management LLP | 0.00% | New | 206 | $58K |
| Financial Connections Group, Inc. | 0.02% | No change | 205 | $57K |
| one8zero8, LLC | 0.01% | No change | 202 | $57K |
| Talon Private Wealth, LLC | 0.01% | Reduce -95.0% | 202 | $57K |
| Retirement Wealth Solutions LLC | 0.04% | Add +617.9% | 201 | $56K |
| Union Savings Bank | 0.03% | No change | 196 | $56K |
| Legacies Wealth LLC | 0.04% | No change | 200 | $56K |
| Winch Advisory Services, LLC | 0.01% | Reduce -17.8% | 198 | $55K |
| Nemes Rush Group LLC | 0.01% | Reduce -42.9% | 196 | $55K |
| Financial Network Wealth Advisors LLC | 0.07% | No change | 195 | $54K |
| Insight Inv LLC | 0.04% | No change | 191 | $53K |
| Archer Investment Corp | 0.01% | No change | 190 | $53K |
| Hanson & Doremus Investment Management | 0.01% | No change | 188 | $53K |
| Redmont Wealth Advisors LLC | 0.08% | No change | 187 | $52K |
| LRI Investments, LLC | 0.00% | No change | 187 | $52K |
| PFS Partners, LLC | 0.03% | No change | 186 | $52K |
| Greykasell Wealth Strategies, Inc. | 0.02% | Reduce -59.1% | 184 | $51K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 178 | $50K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 174 | $49K |
| Newton One Investments LLC | 0.01% | New | 167 | $47K |
| Family Legacy Financial Solutions, LLC | 0.04% | — | 166 | $46K |
| Founders Capital Management | 0.03% | Reduce -49.8% | 152 | $43K |
| MGB Wealth Management, LLC | 0.01% | Add +880.0% | 147 | $41K |
| Orion Capital Management LLC | 0.02% | No change | 143 | $40K |
| Signature Resources Capital Management, LLC | 0.02% | Reduce -4.1% | 141 | $39K |
| Blume Capital Management, Inc. | 0.01% | No change | 139 | $39K |
| Arjuna Capital | 0.01% | No change | 138 | $39K |
| Hemington Wealth Management | 0.01% | No change | 135 | $37K |
| Rice Partnership, LLC | 0.01% | Add +84.3% | 129 | $36K |
| Pillar Financial Advisors, LLC | 0.02% | No change | 127 | $36K |
| ESL Trust Services, LLC | 0.01% | Reduce -3.9% | 125 | $35K |
| Ballast Advisors LLC | 0.01% | New | 122 | $34K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 133 | $34K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 120 | $34K |
| CNB Bank | 0.02% | No change | 118 | $33K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Reduce -19.6% | 119 | $33K |
| Coston, McIsaac & Partners | 0.01% | No change | 121 | $33K |
| Resources Management Corp. /CT/ | 0.00% | No change | 116 | $32K |
| Clarity Asset Management, Inc. | 0.02% | New | 110 | $31K |
| AllSquare Wealth Management LLC | 0.02% | No change | 110 | $31K |
| Armor Investment Advisors, LLC | 0.01% | No change | 105 | $29K |
| Joseph Group Capital Management | 0.01% | New | 100 | $28K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | Add +900.0% | 100 | $28K |
| Pineridge Advisors LLC | 0.01% | Reduce -21.0% | 98 | $27K |
| SJS Investment Consulting Inc. | 0.00% | Add +54.0% | 97 | $27K |
| Versant Capital Management, Inc | 0.00% | No change | 94 | $26K |
| Beacon Capital Management, Inc. | 0.00% | New | 94 | $26K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -41.8% | 92 | $26K |
| Raleigh Capital Management Inc. | 0.01% | No change | 90 | $25K |
| New Republic Capital, LLC | 0.01% | No change | 89 | $25K |
| TCTC Holdings, LLC | 0.00% | No change | 88 | $25K |
| IMA Advisory Services, Inc. | 0.00% | Add +79.6% | 88 | $25K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 80 | $22K |
| Colony Family Offices, LLC | 0.01% | No change | 79 | $22K |
| Aventura Private Wealth, LLC | 0.01% | No change | 79 | $22K |
| Main Street Group, LTD | 0.01% | Reduce -42.0% | 76 | $21K |
| Hurley Capital, LLC | 0.01% | Reduce -88.7% | 72 | $20K |
| Millstone Evans Group, LLC | 0.01% | Reduce -51.0% | 71 | $20K |
| Kentucky Trust Co | 0.01% | Add +18.3% | 71 | $20K |
| Tidemark, LLC | 0.01% | No change | 70 | $20K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 66 | $19K |
| HighMark Wealth Management LLC | 0.01% | No change | 65 | $18K |
| Smallwood Wealth Investment Management, LLC | 0.01% | Reduce -3.0% | 65 | $18K |
| ORG Partners LLC | 0.00% | Reduce -24.7% | 64 | $18K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 63 | $18K |
| Stuart Chaussee & Associates, Inc. | 0.00% | No change | 63 | $18K |
| Binnacle Investments Inc | 0.01% | No change | 61 | $17K |
| Van Eck Associates Corp. | 0.00% | No change | 58 | $16K |
| Capital Investment Counsel, Inc | 0.00% | New | 54 | $15K |
| Old Second National Bank of Aurora | 0.00% | No change | 52 | $15K |
| Crowley Wealth Management, Inc. | 0.01% | No change | 50 | $14K |
| Eq Wealth Advisors, LLC | 0.01% | No change | 47 | $13K |
| WFA Asset Management Corp | 0.01% | No change | 52 | $13K |
| Thompson Investment Management, Inc. | 0.00% | No change | 45 | $13K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 44 | $12K |
| Quaker Wealth Management, LLC | 0.00% | — | 40 | $11K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 40 | $11K |
| Ascentis Wealth Management, LLC | 0.00% | Add +11.4% | 39 | $11K |
| Legacy Investment Solutions, LLC | 0.01% | — | 39 | $11K |
| Legacy Wealth Managment, LLC | 0.01% | Add +680.0% | 39 | $11K |
| Kiker Wealth Management, LLC | 0.01% | New | 35 | $10K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -47.4% | 30 | $8K |
| Gen-Wealth Partners Inc | 0.00% | New | 27 | $8K |
| CGC Financial Services, LLC | 0.00% | No change | 25 | $7K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 24 | $7K |
| Wolff Wiese Magana LLC | 0.00% | No change | 23 | $6K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 23 | $6K |
| Delos Wealth Advisors, LLC | 0.00% | New | 22 | $6K |
| Financial Gravity Companies, Inc. | 0.00% | — | 21 | $6K |
| Cheviot Value Management, LLC | 0.00% | No change | 20 | $6K |
| Bank & Trust Co | 0.00% | No change | 20 | $6K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 20 | $6K |
| Decker Retirement Planning Inc. | 0.00% | New | 19 | $5K |
| WPG Advisers, LLC | 0.00% | No change | 18 | $5K |
| MV Capital Management, Inc. | 0.00% | No change | 18 | $5K |
| Investment Research & Advisory Group, Inc. | 0.00% | Add +21.4% | 17 | $5K |
| Absher Wealth Management, LLC | 0.00% | No change | 17 | $5K |
| Albion Financial Group | 0.00% | New | 15 | $4K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 15 | $4K |
| Arvest Investments, Inc. | 0.00% | No change | 12 | $3K |
| Avalon Trust Co | 0.00% | Reduce -91.7% | 11 | $3K |
| Investors Research Corp | 0.00% | No change | 10 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 10 | $3K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 10 | $3K |
| Semmax Financial Advisors Inc. | 0.00% | Reduce -89.4% | 9 | $3K |
| Viewpoint Capital Management LLC | 0.00% | No change | 9 | $3K |
| Rosenberg Matthew Hamilton | 0.00% | New | 6 | $2K |
| Security National Bank | 0.00% | New | 6 | $2K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 6 | $2K |
| IAG Wealth Partners, LLC | 0.00% | New | 6 | $2K |
| Mid-American Wealth Advisory Group, Inc. | 0.00% | New | 5 | $1K |
| Robbins Farley | 0.00% | No change | 4 | $1K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -90.0% | 4 | $1K |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 4 | $1K |
| HFM Investment Advisors, LLC | 0.00% | New | 3 | $898 |
| Van Den Berg Management I, Inc. | 0.00% | No change | 2 | $560 |
| Eukles Asset Management | 0.00% | No change | 2 | $560 |
| Bellwether Advisors, LLC | 0.00% | No change | 2 | $560 |
| Logan Capital Management Inc. | 0.00% | Reduce -99.9% | 1 | $280 |
"% 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.