Vngrd Mrngstr MD-Cap ETF-UsdVOETF
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 2,379 institutions reported holding Vngrd Mrngstr MD-Cap ETF-Usd (VO) in their 13F filings, up 157 from Q3 2025. 97 opened new positions and 80 sold out. The largest holders were Wells Fargo & Company ($7.8B), Jones Financial Companies LLLP ($6.2B) and Bank of America Corp. ($5.3B). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vngrd Mrngstr MD-Cap ETF-Usd
- Filed as
- VANGUARD INDEX FDS (Q4 2025)
- CUSIP
- 922908629
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 97 | $276.6M |
| Exits | 80 | $139.9M |
All 13F filers, Q3 2025 → Q4 2025: 11,172,862 shares bought and 4,731,696 shares sold, net +6,441,166 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,379 holders
| Wells Fargo & Company | 1.53% | Add +2.9% | 26,968,673 | $7.8B |
| Jones Financial Companies LLLP | 3.80% | Reduce -6.6% | 21,489,205 | $6.2B |
| Bank of America Corp. | 0.38% | Add +3.8% | 18,130,035 | $5.3B |
| Morgan Stanley | 0.15% | Add +3.2% | 8,494,623 | $2.5B |
| Creative Planning | 1.75% | Add +1.0% | 8,415,358 | $2.4B |
| Raymond James Financial Inc. | 0.65% | Add +6.0% | 7,143,783 | $2.1B |
| Northwestern Mutual Wealth Management Co. | 1.13% | Add +2.6% | 6,181,162 | $1.8B |
| UBS Group AG | 0.32% | Add +0.6% | 5,568,409 | $1.6B |
| US Bancorp \de | 1.72% | Add +9.4% | 5,044,044 | $1.5B |
| Ameriprise Financial Inc. | 0.22% | Add +1.3% | 3,408,504 | $988.9M |
| Natixis Advisors, LLC | 1.38% | Add +9.1% | 3,360,803 | $975.4M |
| LPL Financial LLC | 0.26% | Add +3.6% | 3,282,244 | $952.6M |
| Envestnet Portfolio Solutions, Inc. | 2.82% | Add +3.9% | 2,763,453 | $802.0M |
| Envestnet Asset Management Inc. | 0.23% | Reduce -8.2% | 2,614,495 | $758.8M |
| Moneta Group Investment Advisors LLC | 5.18% | Add +6.3% | 2,357,405 | $684.2M |
| PNC Financial Services Group, Inc. | 0.37% | Reduce -0.6% | 2,304,639 | $668.9M |
| CIBC Private Wealth Group LLC | 1.07% | Add +18.1% | 2,185,156 | $634.2M |
| JPMorgan Chase & Co. | 0.04% | Add +1.8% | 2,137,682 | $620.4M |
| Mariner, LLC | 0.69% | Add +9.3% | 2,006,606 | $582.4M |
| Royal Bank of Canada | 0.08% | Add +4.1% | 1,633,750 | $474.1M |
| Allworth Financial LP | 1.81% | Add +3.3% | 1,520,836 | $441.4M |
| Tiaa Trust, National Association | 1.04% | Add +1.9% | 1,493,829 | $433.5M |
| JMG Financial Group, Ltd. | 11.02% | Add +1.6% | 1,350,785 | $392.0M |
| Cetera Investment Advisers | 0.41% | Add +4.7% | 1,279,135 | $371.2M |
| Citigroup Inc. | 0.25% | Add +3587.3% | 1,255,055 | $364.2M |
| Nicholas Hoffman & Company, LLC. | 7.92% | Add +0.3% | 1,176,433 | $341.4M |
| Border to Coast Pensions Partnership Ltd | 5.79% | Reduce -5.5% | 1,143,082 | $332.3M |
| Cerity Partners LLC | 0.47% | Add +18.5% | 1,117,113 | $324.7M |
| HighTower Advisors, LLC | 0.34% | Add +4.1% | 1,061,641 | $308.1M |
| Commonwealth Equity Services, LLC | 0.40% | Reduce -9.5% | 1,043,549 | $302.9M |
| Bank of New York Mellon Corp | 0.05% | Reduce -1.1% | 1,013,024 | $294.0M |
| Midwest Trust Co | 3.64% | Add +4.6% | 1,005,805 | $291.9M |
| Regions Financial Corp. | 1.76% | Add +5.0% | 945,481 | $274.4M |
| Bank of Montreal | 0.11% | Add +23.6% | 941,814 | $273.3M |
| Goldman Sachs Group Inc. | 0.03% | Add +1.4% | 823,348 | $239.0M |
| Osaic Holdings, Inc. | 0.31% | Add +1.0% | 740,392 | $215.1M |
| Rockefeller Capital Management L.P. | 0.39% | Add +22.2% | 737,477 | $214.0M |
| Stifel Financial Corp. | 0.19% | Add +3.9% | 711,503 | $206.5M |
| Clearstead Advisors, LLC | 2.57% | Add +0.7% | 701,621 | $203.6M |
| CBIZ Investment Advisory Services, LLC | 6.86% | Add +1.4% | 630,013 | $181.4M |
| Wealthspire Advisors, LLC | 1.39% | Reduce -50.1% | 602,087 | $174.7M |
| Pathstone Holdings, LLC | 0.66% | Reduce -1.4% | 594,107 | $172.3M |
| First Command Advisory Services, Inc. | 1.15% | Add +1.4% | 567,215 | $164.6M |
| Beacon Pointe Advisors, LLC | 1.13% | Add +0.3% | 554,178 | $160.8M |
| Baird Financial Group, Inc. | 0.25% | Add +1.4% | 552,805 | $160.4M |
| SigFig Wealth Management, LLC | 4.78% | Add +2.5% | 552,458 | $160.3M |
| Corient Private Wealth LP | 0.21% | Add +57.7% | 544,412 | $158.0M |
| 1832 Asset Management L.P. | 0.20% | Add +1.0% | 541,319 | $157.1M |
| Cresset Asset Management, LLC | 0.65% | Add +58.1% | 529,150 | $153.6M |
| FMR LLC | 0.01% | Add +5.1% | 523,424 | $151.9M |
| MassMutual Private Wealth & Trust, FSB | 3.89% | Reduce -0.6% | 521,244 | $151.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | New | 500,120 | $145.1M |
| Truist Financial Corp. | 0.19% | Reduce -15.4% | 480,133 | $139.3M |
| Joel Isaacson & Co., LLC | 4.46% | Add +8.4% | 465,531 | $135.1M |
| Mercer Global Advisors Inc. | 0.20% | Reduce -31.7% | 451,908 | $131.2M |
| Cullen/Frost Bankers, Inc. | 1.41% | Add +4.4% | 441,169 | $128.0M |
| Bleakley Financial Group, LLC | 2.18% | Add +8.3% | 432,631 | $125.6M |
| Fifth Third Bancorp | 0.39% | Reduce -0.1% | 423,105 | $122.8M |
| Invictus Private Wealth, LLC | 7.41% | Add +3.2% | 421,932 | $122.5M |
| Janney Montgomery Scott LLC | 0.27% | Add +5.8% | 407,474 | $118.3M |
| Chicago Partners Investment Group LLC | 2.85% | Add +1.8% | 386,482 | $115.4M |
| MML Investors Services, LLC | 0.27% | Add +7.8% | 384,043 | $111.5M |
| Financial Synergies Wealth Advisors, Inc. | 10.73% | Add +2.9% | 382,860 | $111.1M |
| Millburn Ridgefield LLC | 2.62% | No change | 379,615 | $110.2M |
| Catalyst Capital Advisors LLC | 2.26% | No change | 379,615 | $110.2M |
| Country Trust Bank | 1.83% | Add +90.1% | 348,110 | $101.0M |
| Waverly Advisors, LLC | 0.81% | Add +529.7% | 343,322 | $99.6M |
| National Philanthropic Trust | 0.98% | Add +15.1% | 342,408 | $99.4M |
| Equitable Holdings, Inc. | 0.67% | Add +0.4% | 338,421 | $98.2M |
| Kestra Advisory Services, LLC | 0.40% | Add +3.9% | 333,407 | $96.8M |
| Assetmark, Inc. | 0.20% | Add +5.0% | 333,134 | $96.7M |
| Captrust Financial Advisors | 0.18% | Reduce -1.4% | 331,262 | $96.1M |
| Kestra Investment Management, LLC | 2.33% | Reduce -39.4% | 328,543 | $95.3M |
| Trustmark Bank Trust Department | 5.85% | Reduce -3.9% | 319,438 | $92.7M |
| NewEdge Advisors, LLC | 0.33% | Add +11.3% | 314,888 | $91.4M |
| Merit Financial Group, LLC | 0.73% | Add +23.3% | 313,237 | $90.9M |
| Pine Ridge Advisers LLC | 6.12% | No change | 306,122 | $88.8M |
| CENTRAL TRUST Co | 1.69% | Add +4.0% | 297,040 | $86.2M |
| Nadler Financial Group, Inc. | 7.76% | Add +2.0% | 287,558 | $83.5M |
| Cambridge Investment Research Advisors, Inc. | 0.22% | Add +4.2% | 287,373 | $83.4M |
| Pittenger & Anderson Inc. | 3.12% | Add +2.6% | 279,656 | $81.2M |
| Capital Asset Advisory Services LLC | 3.10% | Add +7.8% | 257,702 | $77.2M |
| Axxcess Wealth Management, LLC | 1.36% | Add +3.6% | 263,042 | $76.3M |
| Betterment LLC | 0.14% | Add +7.8% | 257,568 | $74.8M |
| &partners | 0.39% | Add +13.8% | 253,708 | $73.8M |
| CX Institutional | 2.19% | Add +16.9% | 253,045 | $73.4M |
| Oppenheimer Asset Management Inc. | 0.90% | Reduce -1.7% | 252,244 | $73.2M |
| Smithfield Trust Co | 3.24% | Reduce -1.1% | 252,205 | $73.2M |
| SilverOak Wealth Management LLC | 11.13% | Add +6.2% | 244,785 | $71.0M |
| Peapack Gladstone Financial Corp. | 0.89% | Add +4.5% | 244,189 | $70.9M |
| Schneider Downs Wealth Management Advisors, LP | 7.94% | Add +1.8% | 242,562 | $70.4M |
| Manufacturers Life Insurance Company, The | 0.06% | Reduce -2.9% | 237,030 | $68.8M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +2.1% | 228,092 | $68.3M |
| Associated Banc-Corp | 1.74% | Add +26.9% | 234,703 | $68.1M |
| Thrivent Financial for Lutherans | 0.12% | Add +209.2% | 228,741 | $66.5M |
| PDS Planning, Inc | 4.42% | Add +1.8% | 227,783 | $66.1M |
| Venture Visionary Partners LLC | 2.12% | Reduce -1.3% | 222,980 | $64.9M |
| Private Advisor Group, LLC | 0.30% | Reduce -0.5% | 221,285 | $64.2M |
| Performa Ltd (US), LLC | 15.76% | Add +9.8% | 214,058 | $62.1M |
| Connecticut Wealth Management, LLC | 2.68% | Reduce -2.8% | 212,194 | $61.6M |
| Principal Financial Group Inc. | 0.03% | Add +250.3% | 202,332 | $58.7M |
| Citizens Financial Group Inc. | 0.78% | Add +3.0% | 200,433 | $58.2M |
| Comerica Bank | 0.23% | Reduce -0.3% | 199,790 | $58.0M |
| DAVENPORT & Co LLC | 0.30% | Add +12.6% | 193,644 | $56.2M |
| Focus Partners Wealth | 0.06% | Add +22.6% | 192,490 | $55.9M |
| Leavell Investment Management, Inc. | 2.32% | Add +0.6% | 191,992 | $55.7M |
| Sanctuary Advisors, LLC | 0.30% | Add +5.6% | 188,352 | $54.7M |
| Larson Financial Group LLC | 1.81% | Reduce -7.9% | 186,368 | $54.1M |
| Arax Advisory Partners | 1.51% | New | 179,194 | $52.0M |
| New Hampshire Trust | 9.96% | Reduce -2.3% | 176,265 | $51.2M |
| Northwest Quadrant Wealth Management, LLC | 10.56% | Add +0.9% | 175,950 | $51.1M |
| Steward Partners Investment Advisory, LLC | 0.28% | Reduce -3.4% | 175,079 | $50.8M |
| Riverpoint Wealth Management Holdings, LLC | 10.74% | Add +2.3% | 172,259 | $50.0M |
| AMG National Trust Bank | 1.18% | Add +14.3% | 171,973 | $49.9M |
| Center for Financial Planning, Inc. | 4.98% | Add +11.0% | 165,038 | $47.9M |
| Bear Mountain Capital, Inc. | 15.22% | Add +1.2% | 156,527 | $47.2M |
| New York Life Investment Management LLC | 0.41% | Add +0.7% | 162,096 | $47.0M |
| Cutler Investment Counsel LLC | 4.88% | Add +2.4% | 161,555 | $46.9M |
| BLB&B Advisors, LLC | 1.95% | Reduce -0.6% | 160,810 | $46.7M |
| TCV Trust & Wealth Management, Inc. | 3.68% | Add +1.1% | 157,113 | $45.6M |
| NewEdge Wealth, LLC | 0.50% | Reduce -2.1% | 152,857 | $44.4M |
| Arkansas Financial Group, Inc. | 6.32% | Reduce -1.9% | 151,108 | $43.9M |
| Pathway Financial Advisors LLC | 5.37% | Add +6.2% | 142,804 | $42.8M |
| BOK Financial Private Wealth, Inc. | 2.59% | Add +1.5% | 145,859 | $42.3M |
| Lido Advisors, LLC | 0.16% | Add +1.2% | 140,809 | $41.3M |
| Perkins Coie Trust Co | 7.68% | Add +2.4% | 142,113 | $41.2M |
| Wesbanco Bank Inc. | 1.13% | Add +4.6% | 141,775 | $41.1M |
| Glenmede Trust Co. NA | 0.19% | — | 141,538 | $41.1M |
| Wealthquest Corp | 3.08% | Add +1.9% | 140,437 | $40.8M |
| Heartwood Wealth Advisors LLC | 3.75% | Add +0.9% | 140,195 | $40.7M |
| Founders Financial Securities LLC | 2.38% | Add +12.2% | 139,311 | $40.4M |
| Stephens Inc. | 0.50% | Add +8.8% | 138,968 | $40.3M |
| First Manhattan Co. Llc. | 0.11% | Add +22.7% | 138,832 | $40.3M |
| Fidato Wealth LLC | 25.67% | Add +2.8% | 138,455 | $40.2M |
| Ballast, Inc. | 9.38% | Add +1.0% | 138,025 | $40.1M |
| Fulcrum Capital LLC | 7.91% | Add +1.5% | 135,733 | $39.4M |
| Apella Capital, LLC | 0.78% | Add +4.2% | 135,255 | $39.3M |
| Horizon Investments, LLC | 0.50% | Add +10.1% | 135,191 | $39.2M |
| Northern Trust Corp. | 0.01% | Add +1.3% | 134,360 | $39.0M |
| Pinnacle Financial Partners, Inc. | 0.29% | — | 131,929 | $38.3M |
| IFC Advisors LLC | 5.58% | Add +2.4% | 131,672 | $38.2M |
| DT Investment Partners, LLC | 3.16% | Reduce -1.3% | 131,616 | $38.2M |
| Ashton Thomas Private Wealth, LLC | 0.93% | Add +3.0% | 130,935 | $38.0M |
| Blair William & Co. | 0.10% | Add +2.9% | 128,784 | $37.4M |
| TL Private Wealth | 14.37% | Reduce -0.0% | 125,034 | $37.3M |
| Marquette Asset Management, LLC | 5.50% | Reduce -0.2% | 128,441 | $37.3M |
| SP Asset Management LLC | 2.93% | Add +0.8% | 127,785 | $37.1M |
| MAI Capital Management | 0.21% | Add +11.1% | 127,536 | $37.0M |
| Agf Management Ltd. | 0.16% | Add +0.5% | 122,514 | $35.6M |
| GenTrust, LLC | 1.53% | Add +3.9% | 121,441 | $35.2M |
| Conrad Siegel Investment Advisors, Inc. | 6.57% | Add +1.7% | 119,370 | $34.6M |
| Enclave Advisors LLC | 4.90% | Add +11.5% | 119,127 | $34.6M |
| American Trust | 2.91% | Add +1.1% | 119,080 | $34.6M |
| Shufro Rose & Co. LLC | 2.30% | Add +54.9% | 116,688 | $33.9M |
| Bouchey Financial Group, Ltd. | 2.53% | Add +2.5% | 116,365 | $33.8M |
| HB Wealth Management, LLC | 0.22% | Reduce -2.1% | 115,712 | $33.6M |
| Summit Financial, LLC | 0.48% | Add +21.6% | 113,424 | $32.9M |
| Mitchell McLeod Pugh & Williams Inc. | 4.69% | Add +11.1% | 109,070 | $32.8M |
| Consolidated Portfolio Review Corp | 2.82% | Add +2390.1% | 112,404 | $32.6M |
| Prosperity Consulting Group, LLC | 1.46% | Add +25.4% | 111,957 | $32.5M |
| Nicolet Advisory Services, LLC | 2.17% | Add +16.1% | 107,901 | $32.3M |
| Brown Advisory Inc. | 0.04% | Add +12.6% | 111,208 | $32.3M |
| Blankinship & Foster, LLC | 6.92% | Add +0.9% | 110,408 | $32.0M |
| Whittier Trust Co. | 0.35% | Add +7.8% | 106,789 | $32.0M |
| Wealthspire Retirement, LLC | 1.92% | Add +0.3% | 108,537 | $31.5M |
| Litman Gregory Wealth Management LLC | 2.30% | Reduce -0.6% | 108,331 | $31.4M |
| D.A. Davidson & Co. | 0.19% | Add +16.4% | 107,776 | $31.3M |
| Cranbrook Wealth Management, LLC | 6.17% | Add +2.8% | 107,765 | $31.3M |
| BlackRock, Inc. | 0.00% | Add +183.4% | 104,275 | $30.3M |
| Advantage Trust Co | 13.53% | Add +39.0% | 103,515 | $30.0M |
| Phillips Financial Management, LLC | 1.89% | Reduce -1.1% | 101,126 | $29.3M |
| Procyon Advisors, LLC | 1.44% | Add +0.1% | 100,246 | $29.1M |
| ProVise Management Group, LLC | 2.05% | Add +1.1% | 99,462 | $28.9M |
| Searcy Financial Services Inc. | 10.61% | Add +0.9% | 98,634 | $28.6M |
| Farther Finance Advisors, LLC | 0.30% | Add +152.9% | 97,737 | $28.4M |
| TD Private Client Wealth LLC | 0.60% | Add +44.8% | 97,091 | $28.2M |
| Arrow Financial Corp | 2.76% | Reduce -4.5% | 95,506 | $27.7M |
| Vestmark Advisory Solutions, Inc. | 0.37% | Add +144.7% | 95,269 | $27.6M |
| BCK Partners, Inc. | 14.91% | Reduce -1.8% | 95,057 | $27.6M |
| Round Rock Advisors LLC | 4.14% | Add +1.2% | 94,747 | $27.5M |
| Woodmont Investment Counsel LLC | 1.72% | Add +4.2% | 94,535 | $27.4M |
| St Germain D J Co. Inc. | 1.06% | Add +0.3% | 93,639 | $27.2M |
| SOL Capital Management CO | 2.44% | Reduce -2.0% | 93,401 | $27.1M |
| Pacific Center for Financial Services | 6.90% | No change | 92,087 | $27.0M |
| Trust Co of the South | 4.32% | Reduce -2.4% | 92,477 | $26.8M |
| Zhang Financial LLC | 1.00% | Add +5.5% | 92,354 | $26.8M |
| OneDigital Investment Advisors LLC | 0.26% | Add +4.8% | 91,888 | $26.7M |
| Pure Financial Advisors, LLC | 0.39% | Add +0.5% | 90,698 | $26.3M |
| Wolff Financial Management LLC | 5.81% | Add +2.3% | 88,940 | $25.8M |
| Callan Family Office, LLC | 0.55% | Add +1746.9% | 88,689 | $25.7M |
| Stephens Consulting, LLC | 8.30% | Add +0.9% | 88,518 | $25.7M |
| Glenview Trust Co | 0.40% | Reduce -0.7% | 88,378 | $25.6M |
| Bokf, NA | 0.39% | Add +5.2% | 88,127 | $25.6M |
| McIlrath & Eck, LLC | 2.36% | Add +7.0% | 87,637 | $25.4M |
| Cadence Bank | 1.44% | Add +2.1% | 84,854 | $24.6M |
| Cwm, LLC | 0.07% | Add +4.7% | 84,817 | $24.6M |
| Elevation Point Wealth Partners, LLC | 1.18% | Add +140.5% | 84,299 | $24.5M |
| Facet Wealth, Inc. | 0.43% | Reduce -6.3% | 81,624 | $24.4M |
| American Financial Advisors, LLC | 3.13% | Reduce -2.0% | 83,430 | $24.2M |
| Tectonic Advisors LLC | 1.28% | Add +7.0% | 83,368 | $24.2M |
| William Mack & Associates, Inc. | 11.29% | Add +24.5% | 82,657 | $24.0M |
| Cornerstone Advisory, LLC | 2.28% | Add +4.2% | 82,321 | $23.9M |
| Condor Capital Management | 1.88% | Reduce -1.3% | 80,124 | $23.3M |
| SHP Wealth Management | 1.79% | — | 79,349 | $23.0M |
| GeoWealth Management, LLC | 0.84% | Reduce -1.9% | 78,980 | $22.9M |
| Marietta Wealth Management, LLC | 2.64% | Add +1.0% | 78,753 | $22.9M |
| Coldstream Capital Management Inc. | 0.29% | Reduce -9.4% | 77,971 | $22.6M |
| Mason & Associates, LLC | 5.06% | Reduce -4.5% | 76,753 | $22.3M |
| Integrated Wealth Concepts LLC | 0.26% | Reduce -30.3% | 76,269 | $22.1M |
| Stratos Wealth Advisors, LLC | 1.07% | Reduce -5.7% | 75,992 | $22.1M |
| Whittier Trust Co. of Nevada Inc. | 0.46% | Reduce -16.4% | 73,527 | $22.0M |
| Mesirow Financial Investment Management, Inc. | 0.45% | Reduce -8.4% | 75,211 | $21.8M |
| Grey Fox Wealth Advisors, LLC | 4.45% | Add +4.7% | 74,903 | $21.7M |
| Veracity Capital LLC | 6.40% | Add +5.0% | 74,313 | $21.6M |
| Transamerica Financial Advisors, LLC | 1.79% | Reduce -8.3% | 73,977 | $21.5M |
| Simmons Bank | 1.43% | Reduce -2.6% | 73,901 | $21.4M |
| FIDELIS iM, LLC | 8.23% | Reduce -30.6% | 73,011 | $21.2M |
| Northeast Investment Management | 0.82% | Add +2.3% | 72,592 | $21.1M |
| Grant Street Asset Management, Inc. | 4.21% | Add +2.3% | 71,970 | $20.9M |
| Exencial Wealth Advisors, LLC | 0.65% | Reduce -1.5% | 71,007 | $20.6M |
| Montag A & Associates Inc. | 0.94% | Add +0.6% | 70,837 | $20.6M |
| Salem Investment Counselors Inc. | 0.57% | Add +0.2% | 70,071 | $20.3M |
| Sage Rhino Capital LLC | 3.83% | Add +2.2% | 69,941 | $20.3M |
| Prudent Investors Network, Inc. | 4.65% | Reduce -12.0% | 69,837 | $20.3M |
| Twele Capital Management, Inc. | 3.62% | Add +0.9% | 69,737 | $20.2M |
| Burling Wealth Partners, LLC | 3.14% | Add +2.4% | 69,618 | $20.2M |
| Modera Wealth Management, LLC | 0.23% | Reduce -3.7% | 69,147 | $20.1M |
| Buck Wealth Strategies, LLC | 2.54% | Reduce -22.1% | 68,896 | $20.0M |
| Kestra Private Wealth Services, LLC | 0.25% | Reduce -0.0% | 68,474 | $19.9M |
| Bessemer Group Inc. | 0.03% | Reduce -64.7% | 68,397 | $19.9M |
| Integrated Capital Management, LLC | 8.43% | Add +3.4% | 67,557 | $19.6M |
| Bridges Investment Management Inc. | 0.25% | Add +13.3% | 67,485 | $19.6M |
| Intrust Bank NA | 1.61% | Add +0.1% | 67,048 | $19.5M |
| Benjamin Edwards Inc. | 0.21% | Add +2.0% | 66,826 | $19.4M |
| Visionary Wealth Advisors | 0.86% | Add +2.4% | 65,776 | $19.1M |
| Ballentine Partners, LLC | 0.27% | Reduce -0.0% | 65,350 | $19.0M |
| RTD Financial Advisors, Inc. | 2.30% | Reduce -2.7% | 65,016 | $18.9M |
| World Investment Advisors | 0.31% | Add +30.4% | 64,917 | $18.8M |
| Oppenheimer & Co. Inc. | 0.27% | Reduce -21.6% | 64,532 | $18.7M |
| Quantinno Capital Management LP | 0.04% | Add +25.9% | 64,518 | $18.7M |
| Berkshire Asset Management LLC | 0.81% | Reduce -0.3% | 63,945 | $18.6M |
| Single Point Partners, LLC | 3.65% | Reduce -0.9% | 63,636 | $18.5M |
| Sagespring Wealth Partners, LLC | 0.33% | Reduce -4.6% | 63,415 | $18.4M |
| Great Valley Advisor Group, Inc. | 0.35% | Add +6.9% | 63,309 | $18.4M |
| Next Level Wealth Planning, LLC | 9.54% | Add +2.9% | 61,739 | $17.9M |
| Meridian Wealth Advisors, LLC | 2.48% | Add +38.0% | 61,593 | $17.9M |
| Sandy Cove Advisors, LLC | 5.28% | Add +24.7% | 61,468 | $17.8M |
| Alliancebernstein L.P. | 0.01% | Add +40.9% | 61,418 | $17.8M |
| Choreo, LLC | 0.23% | Add +1.0% | 60,809 | $17.8M |
| Concurrent Investment Advisors, LLC | 0.20% | Add +8.6% | 61,051 | $17.7M |
| Schroder Investment Management Group | 0.01% | Add +3.2% | 60,934 | $17.7M |
| Wellington Grp LLC | 5.88% | — | 60,865 | $17.7M |
| Sage Financial Group Inc. | 1.17% | Add +1.5% | 60,688 | $17.6M |
| Crane Advisory, LLC | 2.64% | Reduce -6.5% | 58,341 | $17.5M |
| Heritage Investors Management Corp. | 0.51% | Reduce -2.2% | 60,074 | $17.4M |
| Cary Street Partners Financial LLC | 0.43% | Add +20.3% | 59,936 | $17.4M |
| Hillman Co. | 6.01% | No change | 59,730 | $17.3M |
| AdvisorNet Financial, Inc | 0.92% | Add +9.6% | 59,473 | $17.3M |
| AJ Advisors, LLC | 6.34% | Add +6.2% | 59,175 | $17.2M |
| AlphaCore Capital LLC | 0.38% | Add +6.4% | 58,722 | $17.0M |
| Caprock Group, LLC | 0.36% | Add +1.8% | 58,150 | $16.9M |
| Tribridge Partners Financial LLC | 7.07% | Add +6.8% | 58,055 | $16.8M |
| NORTHSTAR ASSET MANAGEMENT Co | 3.57% | Reduce -0.0% | 57,909 | $16.8M |
| Praetorian Wealth Management, Inc. | 3.33% | Reduce -1.5% | 57,865 | $16.8M |
| Sierra Capital LLC | 1.77% | Add +0.0% | 57,658 | $16.7M |
| Investments & Financial Planning, LLC | 8.92% | Reduce -2.3% | 57,285 | $16.6M |
| DORVAL Corp | 5.27% | Add +2.4% | 56,843 | $16.5M |
| Equity Wealth Partners, LLC | 10.69% | Add +52.9% | 56,792 | $16.5M |
| Napier Financial, LLC | 4.11% | — | 56,667 | $16.4M |
| Sylvest Advisors, LLC | 8.75% | Add +1.6% | 56,541 | $16.4M |
| Cordgrass Capital Advisors, LLC | 3.93% | Add +1.2% | 56,424 | $16.4M |
| Wedmont Private Capital | 0.57% | Add +0.4% | 55,132 | $16.3M |
| Goldstone Financial Group, LLC | 1.80% | Add +10.0% | 55,633 | $16.1M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -58.5% | 55,525 | $16.1M |
| Towerpoint Wealth, LLC | 6.34% | Add +5.8% | 55,142 | $16.0M |
| Parallel Advisors, LLC | 0.29% | Reduce -0.0% | 55,104 | $16.0M |
| EnRich Financial Partners LLC | 4.34% | Add +3.7% | 54,916 | $15.9M |
| Serenity Investment Advisors | 9.27% | — | 53,473 | $15.9M |
| Riverview Capital Advisers, LLC | 4.80% | Add +0.6% | 54,636 | $15.9M |
| Vanguard Group Inc. | 0.00% | Add +1.0% | 54,216 | $15.7M |
| James Reed Financial Services, Inc. | 12.60% | Add +3.6% | 54,175 | $15.7M |
| Wealthcare Advisory Partners LLC | 0.31% | Reduce -2.5% | 54,126 | $15.7M |
| Cahill Financial Advisors Inc. | 1.71% | Add +104.7% | 53,990 | $15.7M |
| Brand Asset Management Group, Inc. | 4.38% | Add +0.9% | 53,937 | $15.7M |
| New Insight Wealth Advisors | 5.57% | Add +4.5% | 53,768 | $15.6M |
| Fiducient Advisors LLC | 1.93% | Add +0.8% | 53,585 | $15.6M |
| jvl associates llc | 5.05% | Reduce -0.4% | 53,465 | $15.5M |
| Tarbox Family Office, Inc. | 2.48% | Reduce -16.3% | 53,178 | $15.4M |
| Avior Wealth Management, LLC | 0.48% | Add +11.3% | 55,090 | $15.4M |
| Patriot Investment Management Group, Inc. | 0.98% | Reduce -6.4% | 53,028 | $15.4M |
| TriaGen Wealth Management LLC | 3.97% | Add +2.7% | 52,885 | $15.3M |
| Prospera Financial Services Inc | 0.25% | Add +19.6% | 52,728 | $15.3M |
| James J. Burns & Company, LLC | 2.11% | Add +6.3% | 52,791 | $15.3M |
| Core Wealth Advisors, Inc. | 3.96% | Add +1.0% | 52,582 | $15.3M |
| Field & Main Bank | 4.39% | Add +20.4% | 52,504 | $15.2M |
| Carnegie Investment Counsel | 0.28% | Add +1.1% | 52,361 | $15.2M |
| Scott Capital Advisors, LLC | 3.32% | Reduce -1.0% | 51,682 | $15.0M |
| Asset Management Group, Inc. | 2.40% | Add +5.3% | 51,185 | $14.9M |
| Jackson, Grant Investment Advisers, Inc. | 4.87% | Reduce -0.3% | 51,008 | $14.8M |
| Fiduciary Wealth Partners, LLC | 6.03% | Reduce -6.9% | 50,701 | $14.7M |
| Fee-Only Financial Planning, L.C. | 8.57% | Reduce -1.3% | 50,663 | $14.7M |
| Fidelis Capital Partners, LLC | 1.07% | Reduce -9.8% | 50,576 | $14.7M |
| Franklin Resources Inc. | 0.00% | Add +4.0% | 50,449 | $14.6M |
| JNBA Financial Advisors | 1.28% | Reduce -0.8% | 50,375 | $14.6M |
| Roof Eidam Maycock Peralta, LLC | 3.26% | Reduce -0.4% | 49,558 | $14.4M |
| Commerce Bank | 0.08% | Reduce -1.8% | 49,315 | $14.3M |
| Global Retirement Partners, LLC | 0.25% | Add +0.1% | 49,234 | $14.3M |
| Smith & Howard Wealth Management, LLC | 3.26% | Add +12.0% | 49,150 | $14.3M |
| HUB Investment Partners, LLC | 0.39% | Add +1.9% | 48,595 | $14.1M |
| Staley Capital Advisers Inc. | 0.58% | Reduce -0.4% | 48,462 | $14.1M |
| Nations Financial Group Inc, /Ia/ | 0.74% | Add +1.4% | 48,154 | $14.0M |
| O'shaughnessy Asset Management, LLC | 0.08% | Add +14.6% | 47,961 | $13.9M |
| Avidian Wealth Enterprises, LLC | 0.51% | Reduce -1.7% | 47,927 | $13.9M |
| Belpointe Asset Management LLC | 0.50% | Add +5.9% | 47,509 | $13.8M |
| Somnio Financial Group, LLC | 9.08% | Add +1.9% | 47,355 | $13.7M |
| AQR Capital Management | 0.01% | Add +29.4% | 47,339 | $13.7M |
| ForthRight Wealth Management, LLC | 3.93% | Add +1.6% | 47,074 | $13.7M |
| Freedom Financial Partners LLC | 4.96% | Add +4.7% | 47,017 | $13.6M |
| Pinnacle Associates Ltd. | 0.17% | Reduce -1.5% | 46,865 | $13.6M |
| Whelan Financial | 4.22% | Add +1.1% | 46,574 | $13.5M |
| Acropolis Investment Management, LLC | 0.60% | Reduce -0.2% | 46,245 | $13.4M |
| First National Bank Sioux Falls | 3.98% | Add +1.5% | 45,820 | $13.3M |
| Roundview Capital LLC | 0.81% | Add +3.3% | 45,266 | $13.1M |
| Wheelhouse Advisory Group LLC | 4.99% | Add +9.1% | 44,764 | $13.1M |
| Financial Futures Ltd Liability Co. | 6.07% | Add +8.6% | 45,104 | $13.1M |
| Advyzon Investment Management, LLC | 1.51% | Add +11.5% | 44,864 | $13.0M |
| Avion Wealth | 2.73% | Add +12.7% | 44,854 | $13.0M |
| CoreCap Advisors, LLC | 0.45% | Add +1.3% | 44,656 | $13.0M |
| Allen Wealth Management, LLC | 7.80% | New | 44,640 | $13.0M |
| Fortis Capital Advisors, LLC | 1.91% | Add +6.3% | 44,546 | $12.9M |
| Aries Wealth Management | 2.86% | Add +8.4% | 44,496 | $12.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.24% | Reduce -4.4% | 44,440 | $12.9M |
| LBMC Investment Advisors, LLC | 0.80% | Add +0.0% | 44,359 | $12.9M |
| Principal Securities, Inc. | 0.20% | Reduce -0.1% | 44,259 | $12.8M |
| BTG Pactual Asset Management US LLC | 1.42% | Add +3.7% | 45,466 | $12.7M |
| Koenig Investment Advisory, LLC | 10.28% | — | 41,303 | $12.7M |
| Rossmore Private Capital | 1.13% | Add +10.2% | 43,645 | $12.7M |
| Texas Yale Capital Corp. | 0.38% | Add +6.8% | 43,264 | $12.6M |
| Ironsides Asset Advisors, LLC | 3.17% | No change | 43,126 | $12.5M |
| Black Diamond Financial, LLC | 1.32% | Reduce -1.0% | 43,113 | $12.5M |
| F/m Investments LLC | 0.47% | Add +0.4% | 42,974 | $12.5M |
| Gibraltar Capital Management, Inc. | 2.11% | Add +10.5% | 42,758 | $12.4M |
| Zuckerman Investment Group, LLC | 1.11% | Add +4.3% | 42,617 | $12.4M |
| Kingsview Wealth Management, LLC | 0.18% | Add +7.3% | 42,400 | $12.3M |
| Hall Capital Management Co. Inc. | 4.72% | Add +2.6% | 42,145 | $12.2M |
| 4Thought Financial Group Inc. | 6.05% | Add +3.0% | 42,077 | $12.2M |
| Compound Planning, Inc. | 0.36% | Add +12.9% | 42,035 | $12.2M |
| Ancora Advisors LLC | 0.25% | Add +0.1% | 41,878 | $12.2M |
| Pearl Planning LLC | 7.41% | — | 41,774 | $12.1M |
| Fortitude Family Office, LLC | 2.84% | Add +11.1% | 41,759 | $12.1M |
| J.W. Cole Advisors, Inc. | 0.29% | Reduce -14.5% | 53,032 | $12.1M |
| Diversify Wealth Management, LLC | 0.56% | Add +14.2% | 40,214 | $12.0M |
| Ameritas Advisory Services, LLC | 0.45% | Add +252.1% | 41,265 | $12.0M |
| VSM Wealth Advisory, LLC | 3.59% | Reduce -1.9% | 41,168 | $11.9M |
| Cozad Asset Management Inc. | 0.92% | Add +4.4% | 41,055 | $11.9M |
| Forum Private Client Group LLC | 4.05% | Add +14.2% | 40,985 | $11.9M |
| Integrity Alliance, Llc. | 0.44% | Add +382.6% | 40,976 | $11.9M |
| Noble Family Wealth, LLC | 2.48% | No change | 40,484 | $11.7M |
| Gill Capital Partners, LLC | 3.53% | Add +16.5% | 40,139 | $11.6M |
| Bailard, Inc. | 0.26% | Add +0.1% | 40,041 | $11.6M |
| Arkos Global Advisors | 1.49% | Reduce -0.4% | 40,011 | $11.6M |
| Gratus Wealth Advisors, LLC | 1.60% | Add +1.1% | 39,870 | $11.6M |
| Harbour Investments, Inc. | 0.23% | Reduce -1.4% | 39,782 | $11.5M |
| Advisory Services Network, LLC | 0.16% | Add +6.8% | 39,427 | $11.4M |
| Stratos Wealth Partners, LTD. | 0.13% | Reduce -1.7% | 39,279 | $11.4M |
| Petredis Investment Advisors LLC | 0.89% | Reduce -0.1% | 39,211 | $11.4M |
| Axiom Financial Strategies, LLC | 4.79% | Reduce -0.4% | 39,206 | $11.4M |
| Anderson Hoagland & Co. | 0.98% | Reduce -0.5% | 39,085 | $11.3M |
| Arkadios Wealth Advisors | 0.22% | Add +11.9% | 39,035 | $11.3M |
| JDM Financial Group LLC | 4.39% | Add +101.3% | 82,901 | $11.3M |
| Fort Point Capital Partners LLC | 1.36% | Reduce -6.7% | 37,310 | $11.2M |
| Savant Capital, LLC | 0.06% | Add +3.3% | 38,708 | $11.2M |
| Bank of New Hampshire | 2.52% | Reduce -2.4% | 38,647 | $11.2M |
| Ruggaard & Associates LLC | 4.41% | Reduce -10.4% | 38,580 | $11.2M |
| Horizons Wealth Management | 7.42% | Add +2.4% | 38,448 | $11.2M |
| EP Wealth Advisors, LLC | 0.06% | — | 38,163 | $11.1M |
| First Bancorp, Inc | 5.89% | Add +2.8% | 38,153 | $11.1M |
| MOR Wealth Management, LLC | 5.05% | — | 38,065 | $11.0M |
| Red Wave Investments LLC | 3.27% | Add +0.7% | 37,866 | $11.0M |
| Whitegate Investment Counselors, Inc. | 3.42% | Add +23.7% | 37,721 | $10.9M |
| Rooted Wealth Advisors, Inc. | 3.06% | Reduce -3.1% | 36,498 | $10.9M |
| Councilor Wealth, LLC | 5.13% | Add +1.1% | 37,393 | $10.9M |
| Parr McKnight Wealth Management Group, LLC | 1.42% | Reduce -1.4% | 37,320 | $10.8M |
| Manning & Napier Advisors LLC | 0.14% | Add +13.4% | 36,909 | $10.8M |
| CPA Asset Management Group, LLC | 3.78% | Add +9.2% | 37,073 | $10.8M |
| David Kennon Inc | 3.81% | Reduce -1.0% | 36,965 | $10.7M |
| Investor's Fiduciary Advisor Network, LLC | 2.30% | Add +269.6% | 36,919 | $10.7M |
| Addis & Hill, Inc | 6.46% | Reduce -0.3% | 36,770 | $10.7M |
| Aspire Capital Advisors LLC | 2.51% | Add +1.9% | 36,766 | $10.7M |
| Coastline Complete Wealth LLC | 6.67% | — | 36,512 | $10.6M |
| Frisch Financial Group, Inc. | 2.37% | Reduce -0.9% | 36,471 | $10.6M |
| Texas Capital Bank Wealth Management Services Inc | 0.61% | Add +0.3% | 36,421 | $10.6M |
| Consilio Wealth Advisors, LLC | 3.09% | Reduce -1.2% | 36,412 | $10.6M |
| Operose Advisors LLC | 2.46% | Reduce -27.1% | 36,387 | $10.6M |
| Mgo One Seven LLC | 0.21% | Reduce -16.4% | 36,069 | $10.5M |
| O'Connor Financial Group LLC | 4.15% | Add +1.8% | 34,814 | $10.4M |
| Beacon Financial Strategies CORP | 5.76% | Add +0.9% | 35,570 | $10.3M |
| Lowe Brockenbrough & Co. Inc. | 0.51% | Reduce -3.0% | 35,507 | $10.3M |
| Beirne Wealth Consulting Services, LLC | 2.98% | Reduce -2.7% | 35,424 | $10.3M |
| Titleist Asset Management, LLC | 0.83% | Add +13.6% | 35,343 | $10.3M |
| Harbor Advisory Corp. | 3.09% | Add +4.4% | 35,147 | $10.2M |
| Valmark Advisers, Inc. | 0.13% | Add +2.0% | 35,082 | $10.2M |
| Mustico Financial Group, Inc. | 7.85% | Add +13.7% | 34,150 | $10.2M |
| Drive Wealth Management, LLC | 1.99% | Reduce -10.9% | 35,050 | $10.2M |
| Greenbush Financial Group, LLC | 3.45% | Add +13.2% | 34,945 | $10.1M |
| Argent Trust Co | 0.35% | Add +64.4% | 34,916 | $10.1M |
| Alliance Wealth Advisors, LLC | 4.84% | Add +13.3% | 34,882 | $10.1M |
| Canandaigua National Bank & Trust Co. | 0.90% | Reduce -4.2% | 34,772 | $10.1M |
| Daner Wealth Management, LLC | 6.15% | Reduce -1.6% | 33,255 | $10.0M |
| Capital Planning LLC | 2.81% | Add +2.0% | 34,259 | $10.0M |
| Gemmer Asset Management LLC | 0.77% | Reduce -1.8% | 34,368 | $10.0M |
| Milestone Investment Advisors LLC | 2.41% | Reduce -0.5% | 34,246 | $9.9M |
| Prosperitas Financial LLC | 3.86% | Reduce -2.1% | 34,089 | $9.9M |
| CRA Financial Services, LLC | 1.29% | Reduce -26.5% | 34,015 | $9.9M |
| Daymark Wealth Partners, LLC | 0.31% | Reduce -3.2% | 33,944 | $9.9M |
| Sfm, LLC | 5.74% | Add +1.1% | 33,727 | $9.8M |
| Financial Management Professionals, Inc. | 1.01% | Reduce -3.3% | 33,671 | $9.8M |
| McClarren Financial Advisors, Inc. | 5.81% | Add +23.0% | 39,544 | $9.7M |
| MorganRosel Wealth Management, LLC | 2.43% | Add +0.2% | 33,511 | $9.7M |
| Dakota Wealth Management | 0.17% | Add +245.4% | 33,385 | $9.7M |
| TD Capital Management LLC | 0.86% | Add +0.2% | 33,345 | $9.7M |
| Manchester Capital Management LLC | 1.32% | Reduce -1.2% | 33,295 | $9.7M |
| Houlihan Financial Resource Group, Ltd. | 3.74% | Add +120.4% | 32,957 | $9.7M |
| Curi Capital, LLC | 0.17% | Add +0.4% | 33,222 | $9.6M |
| Capital Investment Advisory Services, LLC | 0.68% | Add +1.9% | 33,217 | $9.6M |
| Legacy Wealth Partners, LLC | 2.49% | — | 33,168 | $9.6M |
| GreatBanc Trust CO | 6.77% | Reduce -0.1% | 33,084 | $9.6M |
| Beam Wealth Advisors, Inc. | 2.64% | Add +2.9% | 33,080 | $9.6M |
| GFS Advisors, LLC | 1.14% | No change | 32,945 | $9.6M |
| RFG Holdings, Inc. | 2.37% | Add +3.6% | 32,514 | $9.4M |
| Endeavor Private Wealth, Inc. | 2.70% | Add +5.3% | 32,476 | $9.4M |
| Elevation Wealth Partners, LLC | 3.33% | Reduce -6.3% | 32,446 | $9.4M |
| IF Advisors, LLC | 7.54% | — | 31,987 | $9.3M |
| Caldwell Trust Co | 0.82% | Add +3.2% | 31,980 | $9.3M |
| Wealth Science Advisors LLC | 5.34% | — | 31,925 | $9.3M |
| Uptown Financial Advisors LLC | 7.89% | Add +1.6% | 31,906 | $9.3M |
| Ethos Financial Group, LLC | 0.68% | Reduce -5.0% | 31,801 | $9.2M |
| Keybank National Association | 0.03% | Reduce -3.7% | 31,629 | $9.2M |
| Adelphi Trust Co | 7.49% | — | 31,616 | $9.2M |
| Evermay Wealth Management LLC | 1.03% | Reduce -1.6% | 31,597 | $9.2M |
| Howe & Rusling Inc. | 0.60% | Add +3.4% | 31,456 | $9.1M |
| Warner Financial, Inc. | 3.17% | Add +1.5% | 31,443 | $9.1M |
| KFA Private Wealth Group, LLC | 2.22% | Add +35.8% | 31,435 | $9.1M |
| Principle Wealth Partners LLC | 0.51% | Add +2.4% | 31,380 | $9.1M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.93% | Reduce -1.8% | 31,342 | $9.1M |
| Crestwood Advisors Group, LLC | 0.15% | Add +0.5% | 31,329 | $9.1M |
| Caliber Wealth Management, LLC / KS | 0.98% | Reduce -20.3% | 31,225 | $9.1M |
| Alliance Private Wealth, LLC | 3.15% | — | 30,541 | $9.1M |
| Chesley Taft & Associates LLC | 0.36% | Add +7.4% | 31,191 | $9.1M |
| McNaughton Wealth Management, LLC | 3.69% | Add +0.8% | 30,840 | $9.0M |
| Johnson Investment Counsel Inc. | 0.07% | Add +6.2% | 30,765 | $8.9M |
| Advisor OS, LLC | 0.72% | Add +449.3% | 30,604 | $8.9M |
| MJP Associates Inc. | 1.11% | Add +457.8% | 30,470 | $8.8M |
| Keyvantage Wealth, LLC | 3.75% | Add +8.1% | 30,210 | $8.8M |
| Private Wealth Asset Management, LLC | 0.95% | Reduce -2.9% | 30,193 | $8.8M |
| Grove Bank & Trust | 0.98% | Add +22.3% | 30,141 | $8.7M |
| First National Bank of Omaha | 0.26% | Add +132.8% | 29,947 | $8.7M |
| Park Avenue Securities LLC | 0.07% | Add +5.9% | 30,000 | $8.7M |
| Horizon Family Wealth, Inc. | 4.62% | Add +0.6% | 29,876 | $8.7M |
| Sagace Wealth Management LLC | 5.90% | Reduce -0.6% | 29,866 | $8.7M |
| Select Equity Group, L.P. | 0.04% | New | 29,726 | $8.6M |
| Verus Financial Partners, Inc. | 0.79% | Reduce -2.1% | 28,720 | $8.6M |
| Silverleafe Capital Partners, LLC | 2.55% | Add +0.0% | 29,581 | $8.6M |
| Baltimore-Washington Financial Advisors, Inc. | 0.36% | Reduce -4.4% | 29,538 | $8.6M |
| Legend Financial Advisors, Inc. | 5.19% | Add +0.5% | 29,534 | $8.6M |
| Trinity Financial Advisors LLC | 2.39% | Add +3.0% | 29,499 | $8.6M |
| Sowell Financial Services LLC | 0.31% | Add +1.9% | 29,377 | $8.5M |
| KTF Investments, LLC | 1.40% | — | 29,332 | $8.5M |
| M&T Bank Corp | 0.03% | Reduce -7.1% | 29,297 | $8.5M |
| United Bank | 1.12% | No change | 29,279 | $8.5M |
| Accredited Investors Inc. | 0.45% | Reduce -0.4% | 29,216 | $8.5M |
| Sawgrass Asset Management LLC | 1.05% | Add +5.1% | 28,945 | $8.4M |
| Gladstone Institutional Advisory LLC | 0.32% | Add +2.1% | 28,922 | $8.4M |
| Bradley Foster & Sargent Inc. | 0.12% | Add +4.3% | 28,915 | $8.4M |
| 1900 Wealth Management LLC | 0.54% | Reduce -0.7% | 28,907 | $8.4M |
| XML Financial, LLC | 0.68% | Reduce -1.7% | 28,664 | $8.3M |
| Essex Financial Services, Inc. | 0.47% | Add +6.2% | 28,628 | $8.3M |
| Fiduciary Advisors, Inc. | 6.32% | Add +4.0% | 28,622 | $8.3M |
| Fonville Wealth Management LLC | 1.69% | Add +0.8% | 28,441 | $8.3M |
| Headinvest, LLC | 1.64% | Reduce -0.0% | 28,410 | $8.2M |
| Envision Financial LLC | 4.35% | Add +7.5% | 28,389 | $8.2M |
| Cordoba Advisory Partners LLC | 2.01% | — | 27,920 | $8.1M |
| Waller Financial Planning Group, Inc. | 1.79% | Reduce -10.7% | 27,771 | $8.1M |
| Private Client Services, LLC | 2.50% | Add +18.2% | 27,602 | $8.0M |
| Family Investment Center, Inc. | 1.60% | Reduce -1.1% | 27,345 | $7.9M |
| Arbor Wealth Management LLC\AZ | 6.17% | — | 27,340 | $7.9M |
| Sigma Planning Corp | 0.22% | Add +2.1% | 27,208 | $7.9M |
| Ellevest, Inc. | 1.09% | Add +3.7% | 27,165 | $7.9M |
| Strategic Investment Advisors / MI | 0.68% | Reduce -78.2% | 27,089 | $7.9M |
| Elwood & Goetz Wealth Advisory Group, LLC | 1.38% | Reduce -2.5% | 27,067 | $7.9M |
| Creekside Partners | 3.31% | Add +0.7% | 26,954 | $7.8M |
| Bridgewealth Advisory Group, LLC | 1.73% | Reduce -8.7% | 26,940 | $7.8M |
| First PREMIER Bank | 1.79% | Add +12.2% | 26,857 | $7.8M |
| NewCorp Financial Services, Inc. | 6.88% | — | 26,780 | $7.8M |
| Valeo Financial Advisors, LLC | 0.17% | Add +0.9% | 31,301 | $7.8M |
| Smith Partners Wealth Management, LLC | 7.07% | — | 26,495 | $7.7M |
| Francis Financial, Inc. | 1.49% | Reduce -2.2% | 26,301 | $7.6M |
| United Capital Financial Advisors, LLC | 0.05% | Add +16.1% | 26,293 | $7.6M |
| WASHINGTON TRUST Co | 0.25% | Reduce -0.7% | 26,058 | $7.6M |
| Alongside, LLC | 2.50% | — | 25,944 | $7.5M |
| Prime Capital Investment Advisors, LLC | 0.09% | Reduce -1.9% | 25,782 | $7.5M |
| Retirement Management Systems Inc. | 1.91% | — | 25,771 | $7.5M |
| HighRoad Wealth Advisors, LLC | 7.14% | — | 25,770 | $7.5M |
| Nwam LLC | 0.42% | Reduce -0.4% | 25,558 | $7.5M |
| Randall & Associates Wealth Management | 5.17% | Add +0.8% | 25,685 | $7.5M |
| TruWealth Advisors, LLC | 0.36% | Reduce -3.9% | 25,585 | $7.4M |
| Kagan Cocozza Asset Management | 5.25% | Add +6.7% | 25,430 | $7.4M |
| Sapient Capital LLC | 0.10% | Add +295.3% | 25,159 | $7.4M |
| Uptick Partners, LLC | 1.57% | Add +20.3% | 25,360 | $7.4M |
| OneAscent Financial Services LLC | 0.68% | Reduce -42.9% | 25,281 | $7.3M |
| Arcadia Investment Advisors LLC | 3.40% | Add +29.4% | 25,169 | $7.3M |
| Parsons Capital Management Inc. | 0.40% | Add +1.8% | 25,136 | $7.3M |
| Summit Financial Wealth Advisors, LLC | 1.04% | Add +91.5% | 25,090 | $7.3M |
| Northcape Wealth Management, LLC | 2.06% | Reduce -1.1% | 25,068 | $7.3M |
| Custos Family Office, LLC | 4.96% | Reduce -13.5% | 25,057 | $7.3M |
| Rwa Wealth Partners, LLC | 0.08% | Add +16.3% | 24,643 | $7.2M |
| Steph & Co. | 2.06% | Reduce -4.2% | 24,615 | $7.1M |
| Johnson Bixby & Associates, LLC | 0.88% | Reduce -12.5% | 24,416 | $7.1M |
| Mutual Advisors, LLC | 0.15% | Reduce -3.0% | 24,413 | $7.1M |
| Kingswood Wealth Advisors, LLC | 0.34% | Add +29.4% | 24,413 | $7.1M |
| Strive Financial Group ,LLC | 3.74% | — | 24,331 | $7.1M |
| Walkner Condon Financial Advisors LLC | 0.98% | Reduce -0.8% | 24,211 | $7.0M |
| Integrated Advisors Network LLC | 0.31% | Reduce -4.7% | 24,177 | $7.0M |
| First United Bank & Trust | 2.23% | Add +24.8% | 24,090 | $7.0M |
| Quest Investment Management LLC | 0.75% | Add +7.0% | 24,073 | $7.0M |
| Composition Wealth, LLC | 0.10% | Add +3.5% | 24,020 | $7.0M |
| Level Four Advisory Services, LLC | 0.23% | Add +56.8% | 24,007 | $7.0M |
| IFS Advisors, LLC | 3.59% | Add +77.2% | 23,815 | $6.9M |
| Ausdal Financial Partners, Inc. | 0.32% | Add +2.1% | 23,808 | $6.9M |
| Nikulski Financial, Inc. | 1.64% | Reduce -21.1% | 23,661 | $6.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.82% | Add +3.2% | 23,649 | $6.9M |
| Beacon Advisors Holdings, LLC | 3.59% | — | 23,463 | $6.8M |
| Culbertson A N & Co. Inc. | 0.93% | Reduce -0.2% | 23,400 | $6.8M |
| Cascade Financial Partners, LLC | 0.69% | Reduce -5.6% | 23,306 | $6.8M |
| Blackston Financial Advisory Group, LLC | 4.11% | Reduce -2.8% | 23,287 | $6.8M |
| Farrell Financial LLC | 3.97% | Add +0.7% | 23,199 | $6.7M |
| Factor Wealth Management LTD | 1.45% | Add +5.2% | 23,111 | $6.7M |
| Plus Group Wealth Advisors LLC | 7.44% | — | 23,104 | $6.7M |
| Cypress Wealth Services, LLC | 0.93% | Reduce -0.8% | 23,093 | $6.7M |
| Wealthedge Investment Advisors, LLC | 2.48% | Add +2.9% | 23,081 | $6.7M |
| Gilman Hill Asset Management, LLC | 1.05% | Add +0.1% | 23,058 | $6.7M |
| BBR Partners, LLC | 0.36% | Add +7.5% | 23,044 | $6.7M |
| Marathon Wealth Advisors LLC | 2.65% | — | 23,000 | $6.7M |
| Sage Mountain Advisors LLC | 0.35% | Add +46.5% | 22,889 | $6.6M |
| Motley Fool Wealth Management, LLC | 0.51% | Add +75.2% | 22,524 | $6.5M |
| MBL Wealth, LLC | 0.52% | Reduce -0.3% | 22,469 | $6.5M |
| Holos Integrated Wealth LLC | 3.64% | Reduce -20.3% | 22,275 | $6.5M |
| Fifth Third Securities, Inc. | 0.42% | Add +1.0% | 22,286 | $6.5M |
| Continuum Advisory, LLC | 0.64% | Reduce -2.2% | 22,096 | $6.4M |
| Greenup Street Wealth Management LLC | 0.91% | Add +19.1% | 21,784 | $6.3M |
| Scotia Capital Inc. | 0.03% | Reduce -2.3% | 21,774 | $6.3M |
| Dynamic Advisor Solutions LLC | 0.20% | Add +4.0% | 21,622 | $6.3M |
| Atria Investments, Inc | 0.07% | Reduce -4.9% | 21,472 | $6.2M |
| Evelyn Partners Asset Management Ltd | 1.46% | Add +12.9% | 21,391 | $6.2M |
| Latko Wealth Management, Ltd. | 3.04% | Reduce -2.4% | 21,377 | $6.2M |
| Perigon Wealth Management, LLC | 0.11% | Reduce -1.9% | 21,375 | $6.2M |
| Capital Management Associates, Inc | 1.36% | Add +83.3% | 21,250 | $6.2M |
| Mystic Asset Management, Inc. | 1.40% | Reduce -1.1% | 21,246 | $6.2M |
| Coastal Bridge Advisors, LLC | 0.46% | Add +10.2% | 21,061 | $6.1M |
| McAdam, LLC | 0.28% | Add +4.3% | 20,958 | $6.1M |
| Amara Financial, Llc. | 4.21% | Reduce -22.6% | 20,944 | $6.1M |
| Brown Brothers Harriman & Co. | 0.03% | Add +31.5% | 20,883 | $6.1M |
| One Capital Management, LLC | 0.18% | Add +5.4% | 20,680 | $6.0M |
| Accelerate Investment Advisors LLC | 4.02% | Add +0.1% | 20,575 | $6.0M |
| Xcelsior Advisor Partners LLC | 2.89% | — | 20,450 | $5.9M |
| Bearing Point Capital, LLC | 0.93% | Add +9.5% | 20,412 | $5.9M |
| Spinnaker Trust | 0.32% | Add +0.9% | 20,393 | $5.9M |
| Rialto Wealth Management, LLC | 1.41% | Reduce -0.8% | 20,382 | $5.9M |
| Ticino Wealth | 2.18% | — | 20,256 | $5.9M |
| Calamos Wealth Management LLC | 0.20% | Add +0.1% | 20,189 | $5.9M |
| SCS Capital Management LLC | 0.06% | Add +2.0% | 20,177 | $5.9M |
| S.A. Mason LLC | 2.31% | Add +0.1% | 20,156 | $5.8M |
| Spectrum Investment Advisors, Inc. | 2.93% | Add +0.4% | 20,137 | $5.8M |
| Gotham Asset Management | 0.02% | Add +39.2% | 20,133 | $5.8M |
| RKL Wealth Management LLC | 0.48% | Reduce -2.7% | 20,110 | $5.8M |
| Kendall Capital Management | 1.22% | No change | 20,042 | $5.8M |
| Meramec Financial Planners, LLC | 2.26% | — | 19,272 | $5.8M |
| Cascades Capital Asset Management, LLC | 2.46% | Add +10.8% | 19,904 | $5.8M |
| Mason & Associates Inc | 1.09% | Add +88.5% | 19,892 | $5.8M |
| May Hill Capital, LLC | 1.55% | Reduce -13.5% | 19,755 | $5.7M |
| Vista Cima Wealth Management LLC | 4.77% | Add +5.3% | 19,710 | $5.7M |
| Cornerstone Management, Inc. | 0.93% | Add +1.6% | 19,669 | $5.7M |
| Robinswood Financial LLC | 1.82% | Add +1.9% | 19,585 | $5.7M |
| First Financial Corp. | 2.14% | Add +8.2% | 19,541 | $5.7M |
| Meridian Management Co. | 1.39% | Reduce -2.8% | 19,410 | $5.6M |
| Colorado Capital Management, Inc. | 2.09% | Add +3.6% | 19,225 | $5.6M |
| First Merchants Corp. | 0.21% | Reduce -1.4% | 19,119 | $5.5M |
| BKM Wealth Management, LLC | 2.03% | Add +0.7% | 19,094 | $5.5M |
| Capital Advantage, Inc. | 0.75% | Add +21.4% | 19,094 | $5.5M |
| StoneX Group Inc. | 0.24% | Reduce -0.1% | 19,073 | $5.5M |
| Cannon Capital Management, Inc. | 4.87% | — | 19,078 | $5.5M |
| Narus Financial Partners, LLC | 1.52% | Reduce -2.5% | 19,030 | $5.5M |
| Pinnacle Wealth Management Group, Inc. | 2.74% | Add +3.2% | 18,913 | $5.5M |
| Retirement Planning Group, LLC | 0.18% | Reduce -3.7% | 18,743 | $5.4M |
| Orin Green Financial, LLC | 2.17% | Add +1.5% | 18,687 | $5.4M |
| Founders Grove Wealth Partners, LLC | 1.22% | Add +2.1% | 18,652 | $5.4M |
| Legacy Financial Group LLC | 0.67% | Add +3.6% | 18,152 | $5.4M |
| Gleason Group, Inc. | 0.53% | Add +0.6% | 18,606 | $5.4M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +64.7% | 18,590 | $5.4M |
| Marquette Associates, Inc. | 6.87% | Reduce -6.2% | 18,479 | $5.4M |
| Legacy Edge Advisors, LLC | 0.59% | Add +0.1% | 18,452 | $5.4M |
| Ameraudi Asset Management, Inc. | 2.94% | Add +2.3% | 18,412 | $5.3M |
| FineMark National Bank & Trust | 0.17% | Add +104.1% | 18,395 | $5.3M |
| Five Pine Wealth Management | 3.42% | Add +4.8% | 18,370 | $5.3M |
| AE Wealth Management LLC | 0.03% | Add +38.8% | 18,346 | $5.3M |
| Guardian Wealth Advisors, LLC / NC | 0.33% | Add +2.0% | 18,302 | $5.3M |
| Ehrenkranz Partners L.P. | 6.02% | Add +0.1% | 18,302 | $5.3M |
| Keystone Financial Group | 0.39% | Add +2.8% | 18,118 | $5.3M |
| Great Lakes Retirement, Inc. | 0.55% | Add +20.0% | 18,071 | $5.2M |
| Advisors Capital Management, LLC | 0.06% | Add +17.4% | 17,983 | $5.2M |
| Pinnacle Financial Group, LLC / IL | 1.51% | Add +3.8% | 17,971 | $5.2M |
| PAX Financial Group, LLC | 0.90% | Reduce -3.4% | 17,952 | $5.2M |
| King Wealth Management Group | 0.63% | Reduce -3.0% | 17,947 | $5.2M |
| Smith, Moore & Co. | 0.39% | Add +5.2% | 17,858 | $5.2M |
| City Holding Co. | 0.64% | Add +15.3% | 17,847 | $5.2M |
| Regal Investment Advisors LLC | 0.31% | Add +20.9% | 17,843 | $5.2M |
| Mather Group, Llc. | 0.05% | Add +0.1% | 17,742 | $5.1M |
| Genesis Private Wealth, LLC | 1.59% | Add +1388.1% | 17,708 | $5.1M |
| Berkeley Capital Partners, LLC | 1.19% | Add +0.4% | 17,393 | $5.0M |
| Capital Insight Partners, LLC | 1.06% | Reduce -9.0% | 17,337 | $5.0M |
| Baron Silver Stevens Financial Advisors, LLC | 0.73% | Add +4.6% | 17,315 | $5.0M |
| Wealthspan Partners, LLC | 1.82% | Add +8.8% | 17,280 | $5.0M |
| Benchmark Financial Wealth Advisors, LLC | 1.44% | Reduce -1.1% | 17,268 | $5.0M |
| Family Legacy, Inc. | 1.50% | Add +0.9% | 17,262 | $5.0M |
| Weil Company, Inc. | 1.14% | Add +13.8% | 17,151 | $5.0M |
| Bernardo Wealth Planning LLC | 0.95% | Reduce -2.0% | 17,126 | $5.0M |
| Marathon Strategic Advisors, LLC | 3.79% | Reduce -0.1% | 17,108 | $5.0M |
| Veridan Wealth LLC | 1.67% | Add +1.7% | 17,098 | $5.0M |
| Vickerman Investment Advisors, Inc. | 0.99% | Add +5.1% | 17,090 | $5.0M |
| Vise Technologies, Inc. | 0.10% | Add +20.7% | 17,075 | $5.0M |
| SouthState Bank Corp | 0.22% | Add +10.7% | 17,059 | $5.0M |
| White Lighthouse Investment Management Inc. | 0.69% | Add +1.1% | 17,051 | $4.9M |
| WP Advisors, LLC | 1.22% | Reduce -4.7% | 16,936 | $4.9M |
| Petros Family Wealth, LLC | 3.27% | Add +2263.9% | 16,902 | $4.9M |
| Americana Partners, LLC | 0.13% | Add +21.4% | 16,806 | $4.9M |
| Wescott Financial Advisory Group, LLC | 0.43% | Reduce -21.4% | 16,802 | $4.9M |
| Advocate Group LLC | 0.79% | Add +1.8% | 16,776 | $4.9M |
| Verdence Capital Advisors LLC | 0.29% | Add +0.3% | 16,751 | $4.9M |
| Bartlett & Co. Wealth Management LLC | 0.06% | Reduce -4.2% | 16,737 | $4.9M |
| Rockingstone Advisors LLC | 2.21% | Add +15.3% | 16,700 | $4.8M |
| Boston Trust Walden Corp | 0.04% | Reduce -0.9% | 16,569 | $4.8M |
| Fiduciary Alliance LLC | 0.31% | Reduce -0.1% | 16,547 | $4.8M |
| Meridian Financial Advisors, LLC | 2.61% | Reduce -5.2% | 16,538 | $4.8M |
| Maia Wealth LLC | 0.81% | Add +17.0% | 16,003 | $4.8M |
| FinDec Wealth Services, Inc. | 5.09% | Reduce -3.8% | 16,355 | $4.7M |
| Alpine Bank Wealth Management | 0.67% | Reduce -0.2% | 16,332 | $4.7M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +7.9% | 16,285 | $4.7M |
| LongView Wealth Management | 1.13% | Add +9.3% | 15,654 | $4.7M |
| Roger Wittlin Investment Advisory, LLC | 3.27% | Reduce -13.9% | 16,110 | $4.7M |
| Koshinski Asset Management, Inc. | 0.30% | Add +8.4% | 16,073 | $4.7M |
| Hofer & Associates. Inc | 2.47% | Add +3.5% | 16,050 | $4.7M |
| TPG Financial Advisors, LLC | 1.55% | Add +0.0% | 16,021 | $4.6M |
| Mfa Wealth Advisors, LLC | 0.98% | Add +5.3% | 15,984 | $4.6M |
| Pitcairn Wealth Advisors LLC | 0.42% | — | 15,959 | $4.6M |
| Mokosak Advisory Group, LLC | 1.16% | Add +3.8% | 15,953 | $4.6M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Reduce -47.6% | 15,814 | $4.6M |
| RFG Advisory, LLC | 0.09% | Add +8.8% | 15,808 | $4.6M |
| Krilogy Financial LLC | 0.16% | Add +3.6% | 15,215 | $4.6M |
| Brighton Securities Corp. | 2.25% | Add +32.9% | 15,701 | $4.6M |
| Ascent Group, LLC | 0.16% | Add +6.9% | 15,660 | $4.5M |
| Macco Financial Group, Inc. | 3.86% | — | 15,492 | $4.5M |
| Wilson & Boucher Capital Management, LLC | 2.95% | Reduce -2.1% | 15,476 | $4.5M |
| Acorn Financial Advisory Services Inc. | 0.66% | Reduce -3.6% | 15,454 | $4.5M |
| D.B. Root & Company, LLC | 1.09% | Reduce -67.2% | 15,420 | $4.5M |
| Aptus Capital Advisors, LLC | 0.04% | Add +2.4% | 15,388 | $4.5M |
| Clear Creek Financial Management, LLC | 0.36% | Add +52.1% | 15,365 | $4.5M |
| Mittelman Wealth Management | 2.89% | Add +14.6% | 15,322 | $4.4M |
| Newman Dignan & Sheerar, Inc. | 0.93% | Reduce -2.1% | 15,292 | $4.4M |
| Valpey Financial Services, LLC | 2.82% | Add +1.9% | 15,240 | $4.4M |
| CAP Partners, LLC | 2.50% | Add +2.5% | 15,220 | $4.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.30% | Add +0.9% | 15,189 | $4.4M |
| Pine Valley Investments Ltd Liability Co | 0.22% | Add +0.3% | 15,170 | $4.4M |
| First Horizon Corp. | 0.20% | Reduce -3.5% | 15,170 | $4.4M |
| Salomon & Ludwin, LLC | 0.39% | Add +0.4% | 14,799 | $4.4M |
| Smartleaf Asset Management LLC | 0.17% | Add +60.4% | 14,907 | $4.4M |
| Badgley Phelps Wealth Managers, LLC | 0.08% | Add +8.2% | 15,017 | $4.4M |
| Brookstone Capital Management | 0.05% | Add +8.6% | 14,948 | $4.3M |
| Focus Financial Network, Inc. | 0.15% | Add +17.3% | 14,858 | $4.3M |
| Drucker Wealth 3.0, LLC | 0.76% | Add +5.7% | 14,822 | $4.3M |
| Red Crane Wealth Management, LLC | 3.51% | Reduce -1.2% | 14,785 | $4.3M |
| Sheets Smith Wealth Management | 0.47% | Add +1.8% | 14,761 | $4.3M |
| Signature Estate & Investment Advisors LLC | 0.09% | Reduce -1.4% | 14,751 | $4.3M |
| Alesco Advisors, LLC, An ESL Co | 0.11% | Add +0.6% | 14,739 | $4.3M |
| MIdWestOne Financial Group, Inc. | 0.47% | Add +6.3% | 14,734 | $4.3M |
| Cornerstone Wealth Management, LLC | 0.22% | Reduce -0.7% | 14,667 | $4.3M |
| Gradient Capital Advisors, LLC | 1.09% | Reduce -2.4% | 14,599 | $4.2M |
| Fjell Capital, LLC | 3.25% | Add +1.5% | 14,590 | $4.2M |
| STAR Financial Bank | 2.16% | New | 14,576 | $4.2M |
| Wealthfront Advisers LLC | 0.01% | Reduce -2.1% | 14,526 | $4.2M |
| Fort Washington Investment Advisors Inc. | 0.02% | Add +10.6% | 14,521 | $4.2M |
| Tidal Investments LLC | 0.02% | Add +385.2% | 14,474 | $4.2M |
| Mosaic Family Wealth Partners, LLC | 0.46% | Add +112.6% | 14,448 | $4.2M |
| Retirement Guys Formula LLC | 1.91% | Add +4.2% | 14,409 | $4.2M |
| Fogel Capital Management, Inc. | 1.92% | Add +0.2% | 14,389 | $4.2M |
| Soltis Investment Advisors LLC | 0.28% | Add +11.1% | 14,389 | $4.2M |
| MY Wealth Management Inc. | 3.62% | Reduce -3.2% | 14,311 | $4.2M |
| Kovack Advisors, Inc. | 0.20% | Add +669.6% | 14,291 | $4.1M |
| IHT Wealth Management, LLC | 0.10% | Add +2.9% | 14,224 | $4.1M |
| Flow Traders U.S. LLC | 0.14% | New | 14,178 | $4.1M |
| Partners in Financial Planning | 0.70% | Add +0.3% | 14,162 | $4.1M |
| First Commonwealth Financial Corp | 0.68% | Add +7.9% | 14,144 | $4.1M |
| Greenwich Wealth Management LLC | 0.18% | Reduce -0.1% | 14,141 | $4.1M |
| Diversified Trust Co. | 0.08% | Add +12.5% | 14,138 | $4.1M |
| Creative Financial Designs Inc. | 0.26% | Add +11.0% | 14,131 | $4.1M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -2.4% | 14,128 | $4.1M |
| Simplicity Wealth,LLC | 0.24% | Add +9.0% | 14,060 | $4.1M |
| Retirement Income Solutions, Inc. | 0.69% | Reduce -2.6% | 14,018 | $4.1M |
| Conservest Capital Advisors, Inc. | 0.37% | Reduce -2.1% | 14,015 | $4.1M |
| Armbruster Capital Management, Inc. | 0.68% | Reduce -0.1% | 13,993 | $4.1M |
| Innovative Wealth Building LLC | 2.96% | Reduce -3.3% | 13,993 | $4.1M |
| Centerline Wealth Advisors, LLC | 1.47% | Reduce -65.5% | 13,970 | $4.1M |
| Grandview Asset Management LLC | 1.11% | Reduce -7.1% | 13,913 | $4.0M |
| Marshall & Sterling Wealth Advisors Inc. | 2.66% | Reduce -0.6% | 13,885 | $4.0M |
| Foster Victor Wealth Advisors, LLC | 0.23% | Reduce -3.5% | 13,390 | $4.0M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +12.7% | 13,845 | $4.0M |
| Anson Capital, Inc. | 2.91% | Reduce -2.4% | 13,799 | $4.0M |
| Allen Mooney & Barnes Investment Advisors LLC | 0.60% | Add +4.5% | 13,707 | $4.0M |
| KCM Investment Advisors LLC | 0.13% | No change | 13,655 | $4.0M |
| Empower Advisory Group, LLC | 0.01% | Add +35.4% | 13,626 | $4.0M |
| Flputnam Investment Management Co. | 0.06% | Add +45.2% | 13,607 | $3.9M |
| Fund Evaluation Group, LLC | 0.13% | No change | 13,595 | $3.9M |
| Evercore Wealth Management, LLC | 0.06% | No change | 13,564 | $3.9M |
| Ellenbecker Investment Group | 0.55% | Add +0.7% | 13,507 | $3.9M |
| Financial Advisory Partners, LLC | 1.10% | Add +1.9% | 13,481 | $3.9M |
| Capital Analysts, LLC | 0.11% | Add +78.1% | 13,409 | $3.9M |
| Refined Wealth Management | 2.61% | Add +1.0% | 13,363 | $3.9M |
| Hilltop Wealth Advisors, LLC | 1.94% | Reduce -0.4% | 13,320 | $3.9M |
| United Financial Planning Group LLC | 2.34% | New | 13,300 | $3.9M |
| Charles Schwab Trust Co | 0.25% | No change | 13,286 | $3.9M |
| Legacy Advisors, LLC | 0.41% | Reduce -1.8% | 13,275 | $3.9M |
| FreeGulliver LLC | 1.71% | Add +25.8% | 13,158 | $3.8M |
| Duncan Williams Asset Management, LLC | 0.95% | Add +7.0% | 12,780 | $3.8M |
| BCGM Wealth Management, LLC | 0.97% | Reduce -2.0% | 13,117 | $3.8M |
| Moisand Fitzgerald Tamayo, LLC | 0.43% | Reduce -2.8% | 13,069 | $3.8M |
| Eagle Strategies LLC | 0.48% | Add +8.3% | 13,068 | $3.8M |
| Flagship Harbor Advisors, LLC | 0.18% | Reduce -3.3% | 13,050 | $3.8M |
| M3 Wealth Management, LLC | 3.06% | — | 12,932 | $3.8M |
| Destiny Wealth Partners, LLC | 0.43% | Reduce -1.4% | 12,462 | $3.7M |
| Omnia Family Wealth, LLC | 1.10% | Reduce -1.0% | 12,869 | $3.7M |
| Atlantic Union Bankshares Corp | 0.07% | Add +1.6% | 12,868 | $3.7M |
| BCM Advisors, LLC | 0.71% | Add +11.5% | 12,340 | $3.7M |
| Stock Yards Bank & Trust Co. | 0.11% | Reduce -6.8% | 12,597 | $3.7M |
| Cannon Wealth Management Services, LLC | 2.58% | Add +1.7% | 12,572 | $3.6M |
| WESCAP Management Group, Inc. | 0.74% | Reduce -0.6% | 12,505 | $3.6M |
| IFP Advisors, Inc | 0.08% | Reduce -9.8% | 12,496 | $3.6M |
| Dala Group, LLC | 3.14% | — | 12,483 | $3.6M |
| Seamount Financial Group Inc. | 1.64% | Add +3.4% | 12,450 | $3.6M |
| West Bancorporation Inc. | 1.89% | Add +23.1% | 12,404 | $3.6M |
| First American Bank | 0.22% | Reduce -7.1% | 12,352 | $3.6M |
| Carrera Capital Advisors | 0.60% | Add +5.7% | 12,266 | $3.6M |
| Laurel Oak Wealth Management, LLC | 0.60% | — | 12,258 | $3.6M |
| Wealth Alliance, LLC | 0.35% | Reduce -4.9% | 12,251 | $3.6M |
| Boyd Wealth Management, LLC | 1.50% | Reduce -0.1% | 12,167 | $3.5M |
| GEM Asset Management, LLC | 1.56% | Add +6.2% | 11,863 | $3.5M |
| Covington Investment Advisors Inc. | 0.48% | Add +41.3% | 12,055 | $3.5M |
| Good Steward Wealth Advisors,LLC | 2.31% | Add +17.5% | 12,044 | $3.5M |
| Tsfg, LLC | 0.52% | Reduce -10.5% | 12,042 | $3.5M |
| GoalFusion Wealth Management, LLC | 1.61% | Add +3.5% | 11,979 | $3.5M |
| Adapt Wealth Advisors, LLC | 1.20% | Reduce -8.6% | 11,977 | $3.5M |
| Bar Harbor Wealth Management | 0.20% | Reduce -0.6% | 11,951 | $3.5M |
| Beckerman Institutional, LLC | 1.94% | Add +2.9% | 11,912 | $3.5M |
| Aprio Wealth Management, LLC | 0.20% | New | 1,138 | $3.4M |
| Evoke Wealth, LLC | 0.07% | Reduce -37.4% | 11,879 | $3.4M |
| WealthTrust Asset Management, LLC | 2.40% | New | 11,859 | $3.4M |
| SeaCrest Wealth Management, LLC | 0.35% | Add +16.1% | 11,597 | $3.4M |
| Ieq Capital, LLC | 0.01% | Reduce -8.4% | 11,770 | $3.4M |
| Optas, LLC | 0.53% | Reduce -38.6% | 11,764 | $3.4M |
| Financial Planning Hawaii, Inc. | 1.97% | — | 11,753 | $3.4M |
| Strategic Family Wealth Counselors, L.L.C. | 0.76% | Add +4.5% | 11,517 | $3.4M |
| Nicolet Bankshares Inc. | 0.54% | Add +83.2% | 11,692 | $3.4M |
| Quadrant Capital Group LLC | 0.10% | Add +7.0% | 11,681 | $3.4M |
| Maltin Wealth Management, Inc. | 1.35% | Add +4.3% | 11,677 | $3.4M |
| Bank of Marin | 2.33% | No change | 11,595 | $3.4M |
| My Personal CFO, LLC | 1.40% | Add +962.2% | 11,578 | $3.4M |
| Mayflower Financial Advisors, LLC | 0.41% | Reduce -2.6% | 11,570 | $3.4M |
| Baker Tilly Wealth Management, LLC | 0.82% | Add +26.9% | 11,532 | $3.3M |
| Fifth Third Wealth Advisors LLC | 0.12% | Add +19.3% | 11,527 | $3.3M |
| City State Bank | 0.92% | Add +3.3% | 11,525 | $3.3M |
| MCF Advisors LLC | 0.18% | Add +3653.4% | 11,448 | $3.3M |
| Magnus Financial Group LLC | 0.25% | Add +0.4% | 11,424 | $3.3M |
| Valtinson Bruner Financial Planning LLC | 0.95% | Reduce -0.9% | 11,424 | $3.3M |
| Objective Capital Management, LLC | 3.37% | Add +0.1% | 11,393 | $3.3M |
| Hexagon Capital Partners LLC | 0.61% | No change | 11,364 | $3.3M |
| Philadelphia Trust Co. | 0.23% | Reduce -30.6% | 11,355 | $3.3M |
| Mission Creek Capital Partners, Inc. | 0.66% | Add +52.7% | 11,327 | $3.3M |
| UMB Bank, n.a. | 0.04% | Add +10.7% | 11,305 | $3.3M |
| Meridian Wealth Management, LLC | 0.12% | Add +0.7% | 11,302 | $3.3M |
| Fusion Family Wealth, LLC | 0.25% | Add +3.8% | 11,238 | $3.3M |
| Stratos Investment Management, LLC | 0.13% | Reduce -36.2% | 11,200 | $3.3M |
| Arete Wealth Advisors, LLC | 0.22% | Reduce -31.5% | 11,181 | $3.2M |
| Encompass Wealth Advisors, LLC | 1.10% | Add +1.2% | 11,111 | $3.2M |
| High Net Worth Advisory Group LLC | 0.74% | Add +7.3% | 11,054 | $3.2M |
| Thoroughbred Financial Services, LLC | 0.19% | Add +4.8% | 11,040 | $3.2M |
| PCA Investment Advisory Services Inc. | 1.12% | Add +6.8% | 11,040 | $3.2M |
| Flywheel Private Wealth LLC | 1.99% | Reduce -0.2% | 11,000 | $3.2M |
| Perennial Investment Advisors, LLC | 0.25% | Add +0.6% | 10,978 | $3.2M |
| Sepio Capital, LP | 0.17% | Add +3.5% | 10,973 | $3.2M |
| Red Cedar Investment Management, LLC | 0.34% | No change | 10,950 | $3.2M |
| Capital Advisors Wealth Management, LLC | 0.43% | Reduce -0.8% | 10,886 | $3.2M |
| Columbia Asset Management | 0.56% | Add +47.8% | 10,854 | $3.1M |
| Hidden Cove Wealth Management, LLC | 2.04% | Reduce -4.2% | 10,851 | $3.1M |
| Russell Investments Group, Ltd. | 0.00% | Add +54.9% | 10,813 | $3.1M |
| NWF Advisory Services Inc. | 0.35% | Reduce -1.2% | 10,770 | $3.1M |
| CWS Financial Advisors, LLC | 0.85% | Add +2.1% | 10,769 | $3.1M |
| Snowwater Investment Partners, LLC | 2.86% | — | 10,710 | $3.1M |
| Beacon Bridge Wealth Partners, LLC | 1.03% | Reduce -11.8% | 10,643 | $3.1M |
| Revolve Wealth Partners, LLC | 0.36% | Reduce -1.2% | 10,553 | $3.1M |
| Conning Inc. | 0.11% | No change | 10,535 | $3.1M |
| Sovran Advisors, LLC | 0.26% | Reduce -0.3% | 10,139 | $3.1M |
| Gainplan LLC | 1.15% | Add +8.5% | 10,510 | $3.1M |
| Independent Financial Group, LLC | 0.07% | Add +6.6% | 10,487 | $3.0M |
| Welch & Forbes LLC | 0.04% | Add +6.7% | 10,474 | $3.0M |
| Selby Wealth Management, LLC | 1.22% | — | 10,468 | $3.0M |
| SOA Wealth Advisors, LLC. | 0.50% | Reduce -5.2% | 10,445 | $3.0M |
| Haverford Trust Co | 0.03% | Add +4.4% | 10,417 | $3.0M |
| Verus Capital Partners, LLC | 0.20% | Reduce -8.6% | 10,391 | $3.0M |
| Trust Co. of Vermont | 0.13% | Add +7.2% | 10,386 | $3.0M |
| Financial Freedom, LLC | 1.49% | Reduce -1.0% | 10,330 | $3.0M |
| Scott & Selber, Inc. | 0.75% | Add +0.6% | 10,325 | $3.0M |
| Balentine LLC | 0.11% | No change | 10,309 | $3.0M |
| Savvy Advisors, Inc. | 0.10% | Add +64.4% | 10,307 | $3.0M |
| Robertson Stephens Wealth Management, LLC | 0.08% | Add +14.0% | 10,301 | $3.0M |
| NorthRock Partners, LLC | 0.05% | Add +88.5% | 10,296 | $3.0M |
| Virtue Asset Management LLC | 2.43% | Add +0.5% | 10,278 | $3.0M |
| CreativeOne Wealth, LLC | 0.07% | Add +9.1% | 10,265 | $3.0M |
| Wedbush Securities Inc. | 0.09% | Add +8.6% | 10,240 | $3.0M |
| GC Wealth Management RIA, LLC | 0.11% | Reduce -35.8% | 10,167 | $3.0M |
| Eclectic Associates Inc. | 0.46% | Add +2.0% | 10,156 | $2.9M |
| SWP Financial LLC | 1.47% | Add +4.0% | 10,098 | $2.9M |
| Summit Financial Strategies, Inc. | 0.24% | Add +4.3% | 10,081 | $2.9M |
| Intergy Private Wealth, LLC | 0.88% | Add +1.1% | 10,062 | $2.9M |
| Duncker Streett & Co. Inc. | 0.52% | Reduce -0.6% | 10,032 | $2.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.35% | Add +0.8% | 10,030 | $2.9M |
| CWA Asset Management Group, LLC | 0.10% | Add +0.3% | 9,984 | $2.9M |
| Boston Family Office LLC | 0.18% | Add +2.1% | 9,964 | $2.9M |
| PFG Investments, LLC | 0.14% | Add +2.7% | 9,892 | $2.9M |
| Affiance Financial, LLC | 0.46% | Add +13.5% | 9,847 | $2.9M |
| American Money Management, LLC | 0.45% | Reduce -3.1% | 9,831 | $2.9M |
| Legacy PCG, LLC | 1.76% | Reduce -4.3% | 9,818 | $2.8M |
| Bull Oak Capital, LLC | 1.16% | Reduce -7.2% | 9,807 | $2.8M |
| Sincerus Advisory, LLC | 2.29% | Add +0.7% | 9,802 | $2.8M |
| Wilmington Savings Fund Society, FSB | 0.07% | Add +48.3% | 9,801 | $2.8M |
| Garden State Investment Advisory Services LLC | 0.68% | Reduce -0.2% | 9,790 | $2.8M |
| PKS Advisory Services, LLC | 0.65% | New | 9,784 | $2.8M |
| Tritonpoint Wealth, LLC | 0.29% | Add +5.7% | 9,748 | $2.8M |
| Retirement Planning Co of New England, Inc. | 1.13% | Reduce -2.7% | 9,698 | $2.8M |
| Farmers & Merchants Investments Inc. | 0.08% | Reduce -0.1% | 9,645 | $2.8M |
| Three Bearings Fiduciary Advisors, Inc. | 2.57% | — | 9,282 | $2.7M |
| Members Wealth LLC | 1.72% | Add +14.6% | 9,165 | $2.7M |
| NWM Advisors, LLC | 2.39% | — | 9,458 | $2.7M |
| Financial Planning Fort Collins, LLC | 2.41% | — | 9,446 | $2.7M |
| Main Street Financial Solutions, LLC | 0.21% | Reduce -40.2% | 9,432 | $2.7M |
| Columbus Macro, LLC | 0.30% | Add +0.7% | 9,401 | $2.7M |
| Shepherd Kaplan Krochuk, LLC | 2.25% | Add +3.6% | 9,401 | $2.7M |
| Hilltop Holdings Inc. | 0.16% | Add +0.0% | 9,401 | $2.7M |
| Investment Partners, LTD. | 0.95% | Add +0.8% | 9,396 | $2.7M |
| Missouri Trust & Investment Co | 0.80% | No change | 9,370 | $2.7M |
| PFW Advisors LLC | 0.82% | Reduce -0.8% | 9,329 | $2.7M |
| Transcendent Capital Group LLC | 1.23% | Reduce -0.8% | 9,325 | $2.7M |
| Laird Norton Wetherby Trust Company, LLC | 0.06% | New | 9,309 | $2.7M |
| Frank, Rimerman Advisors LLC | 0.17% | Add +2.3% | 9,300 | $2.7M |
| VestGen Investment Management | 1.50% | Reduce -7.3% | 9,294 | $2.7M |
| Fiduciary Trust Co | 0.03% | Add +0.2% | 9,275 | $2.7M |
| Pension & Wealth Management Advisors, Inc. | 0.80% | Reduce -1.5% | 9,263 | $2.7M |
| Abbot Financial Management, Inc. | 1.11% | Reduce -1.6% | 9,242 | $2.7M |
| Certified Advisory Corp | 0.24% | Add +1.7% | 9,239 | $2.7M |
| Allegheny Financial Group | 0.40% | Add +46.4% | 9,230 | $2.7M |
| Lake Street Private Wealth, LLC | 0.33% | New | 9,222 | $2.7M |
| West Financial Advisors, LLC | 0.45% | Add +1.8% | 9,219 | $2.7M |
| Washington Trust Bank | 0.19% | Add +3.3% | 9,218 | $2.7M |
| 21 West Wealth Management LLC | 2.44% | Add +1.7% | 9,196 | $2.7M |
| Glass Jacobson Investment Advisors llc | 0.96% | Reduce -8.7% | 9,164 | $2.7M |
| Goelzer Investment Management, Inc. | 0.12% | Reduce -5.9% | 9,147 | $2.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Add +10.3% | 9,146 | $2.7M |
| PFG Advisors | 0.13% | Reduce -36.2% | 9,115 | $2.6M |
| Fiera Capital Corp | 0.01% | Reduce -12.0% | 9,112 | $2.6M |
| CM Wealth Advisors LLC | 0.60% | No change | 9,100 | $2.6M |
| Joel Adams & Associates, Inc. | 1.98% | Add +4.9% | 9,077 | $2.6M |
| Financial Insights, Inc. | 0.88% | Reduce -4.1% | 9,077 | $2.6M |
| Downshift Financial, LLC | 1.62% | — | 8,957 | $2.6M |
| Graves Light Lenhart Wealth, Inc. | 0.28% | Add +1.0% | 9,044 | $2.6M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | No change | 9,027 | $2.6M |
| AAF Wealth Management, LLC | 1.10% | Reduce -3.0% | 8,963 | $2.6M |
| Patten Group, Inc. | 0.48% | Add +4.5% | 8,952 | $2.6M |
| New Perspectives, Inc | 0.90% | Reduce -0.9% | 8,943 | $2.6M |
| Private Trust Co. NA | 0.23% | Add +12.0% | 8,940 | $2.6M |
| Dogwood Wealth Management LLC | 1.14% | No change | 8,920 | $2.6M |
| Essex Bank | 0.56% | Add +8.7% | 8,886 | $2.6M |
| Aureus Asset Management, LLC | 0.16% | Add +2.7% | 8,883 | $2.6M |
| Chatham Capital Group, Inc. | 0.37% | No change | 8,870 | $2.6M |
| Pennsylvania Capital Management Inc. | 0.71% | Add +5.9% | 8,864 | $2.6M |
| Members Trust Co | 0.08% | No change | 8,847 | $2.6M |
| VestGen Advisors, LLC | 0.11% | Reduce -43.3% | 8,820 | $2.6M |
| National Bank of Canada | 0.00% | Reduce -1.6% | 8,775 | $2.5M |
| Snowden Capital Advisors LLC | 0.07% | Reduce -29.7% | 8,762 | $2.5M |
| Knightsbridge Asset Management, LLC | 0.41% | Add +1.1% | 8,756 | $2.5M |
| Linscomb Wealth, Inc. | 0.11% | Reduce -1.9% | 8,751 | $2.5M |
| Intellectus Partners, LLC | 0.49% | Add +0.1% | 8,734 | $2.5M |
| Sound View Wealth Advisors Group, LLC | 0.17% | Reduce -3.5% | 8,682 | $2.5M |
| Lodestar Private Asset Management LLC | 0.25% | Add +4.2% | 8,671 | $2.5M |
| Wingate Wealth Advisors, Inc. | 1.39% | Add +16.0% | 8,592 | $2.5M |
| Peoples Financial Services Corp. | 1.16% | Reduce -7.3% | 8,584 | $2.5M |
| Topel & Distasi Wealth Management, LLC | 1.21% | Add +1.0% | 8,510 | $2.5M |
| Sand Hill Global Advisors, LLC | 0.09% | Reduce -0.1% | 8,497 | $2.5M |
| FLC Capital Advisors | 0.45% | Reduce -73.8% | 8,487 | $2.5M |
| VeraBank, N.A. | 0.45% | Reduce -3.8% | 8,453 | $2.5M |
| Fortis Group Advisors, LLC | 0.41% | Reduce -2.3% | 8,278 | $2.5M |
| Fingerlakes Wealth Management, Inc. | 1.55% | Add +0.1% | 8,388 | $2.4M |
| Pathfinder Wealth Consulting, Inc. | 1.54% | — | 8,387 | $2.4M |
| Monograph Wealth Advisors, LLC | 0.24% | No change | 8,382 | $2.4M |
| Transcend Capital Advisors, LLC | 0.19% | Reduce -10.6% | 8,373 | $2.4M |
| Blue Trust, Inc. | 0.03% | Add +2.9% | 8,348 | $2.4M |
| Bridgewater Advisors Inc. | 0.16% | No change | 8,087 | $2.4M |
| Segment Wealth Management, LLC | 0.14% | Add +29.2% | 8,338 | $2.4M |
| Index Fund Advisors, Inc. | 0.11% | Reduce -6.4% | 8,314 | $2.4M |
| Clarity Capital Advisors, LLC | 1.20% | Add +18.1% | 8,304 | $2.4M |
| Heritage Wealth Advisors | 0.09% | Reduce -4.1% | 8,264 | $2.4M |
| Defined Wealth Management, LLC | 1.37% | Reduce -1.5% | 8,216 | $2.4M |
| Highland Capital Management, LLC | 0.12% | No change | 8,210 | $2.4M |
| DeDora Capital, Inc. | 0.56% | Reduce -0.7% | 8,146 | $2.4M |
| Choate Investment Advisors | 0.05% | Reduce -55.2% | 8,107 | $2.4M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Add +8.4% | 8,067 | $2.3M |
| Vision Retirement, LLC | 0.63% | — | 8,049 | $2.3M |
| ERn Financial, LLC | 0.44% | Reduce -1.7% | 8,042 | $2.3M |
| Portland Financial Advisors Inc | 4.96% | Add +1.0% | 8,038 | $2.3M |
| Affinity Capital Advisors, LLC | 0.32% | Add +11.5% | 7,999 | $2.3M |
| REDW Wealth LLC | 0.88% | Reduce -6.2% | 7,994 | $2.3M |
| Sherry Group, Inc. | 2.43% | — | 7,912 | $2.3M |
| Wealth Dimensions Group, Ltd. | 0.46% | Reduce -0.6% | 7,962 | $2.3M |
| Fell Capital Management | 2.25% | — | 7,944 | $2.3M |
| Midwestern Financial, LLC | 1.90% | Add +18.9% | 7,895 | $2.3M |
| Beaumont Financial Advisors, LLC | 0.15% | Add +14.6% | 7,894 | $2.3M |
| Cornerstone Financial Group, LLC | 1.59% | Add +303.4% | 7,874 | $2.3M |
| N.E.W. Advisory Services LLC | 0.17% | Reduce -2.4% | 7,854 | $2.3M |
| Inspirion Wealth Advisors, LLC | 0.28% | Add +46.5% | 7,780 | $2.3M |
| Stablepoint Partners, LLC | 0.35% | Reduce -0.1% | 7,773 | $2.3M |
| Ironwood Financial, llc | 0.38% | Add +7.0% | 7,469 | $2.2M |
| Howland Capital Management LLC | 0.08% | No change | 7,657 | $2.2M |
| South Plains Financial, Inc. | 1.32% | No change | 7,632 | $2.2M |
| Royal Fund Management, LLC | 0.20% | Add +24.3% | 7,571 | $2.2M |
| Moneywise, Inc. | 0.92% | Reduce -15.1% | 7,583 | $2.2M |
| Plimoth Trust Co. LLC | 0.49% | Add +0.5% | 7,565 | $2.2M |
| AlTi Global, Inc. | 0.05% | Reduce -6.3% | 7,541 | $2.2M |
| Mayport, LLC | 0.44% | Add +36.0% | 7,517 | $2.2M |
| JFS Wealth Advisors, LLC | 0.12% | Add +0.5% | 7,436 | $2.2M |
| Bragg Financial Advisors, Inc | 0.07% | Reduce -0.1% | 7,404 | $2.1M |
| Argonautica Private Wealth Management, Inc. | 0.63% | Reduce -3.9% | 7,343 | $2.1M |
| Afg Fiduciary Services Limited Partnership | 1.27% | Reduce -10.1% | 7,273 | $2.1M |
| Wood Tarver Financial Group, LLC | 0.60% | Reduce -4.0% | 7,312 | $2.1M |
| Dynamic Wealth Strategies, LLC | 1.26% | Add +57.8% | 7,306 | $2.1M |
| St. Louis Trust Co | 0.24% | No change | 7,275 | $2.1M |
| Wisconsin Wealth Advisors, LLC | 2.07% | Add +0.6% | 7,271 | $2.1M |
| Leelyn Smith, LLC | 0.30% | Add +0.4% | 7,269 | $2.1M |
| Moneco Advisors, LLC | 0.17% | Reduce -3.6% | 7,254 | $2.1M |
| Gibson Capital, LLC | 0.38% | Reduce -0.9% | 7,213 | $2.1M |
| New Covenant Trust Company, N.A. | 1.89% | Reduce -0.6% | 7,148 | $2.1M |
| Petix & Botte Co | 0.47% | Reduce -0.2% | 7,190 | $2.1M |
| Stonebridge Financial Planning Group, LLC | 0.75% | Add +3.6% | 7,180 | $2.1M |
| Debussy Capital Management LP | 0.28% | Reduce -3.1% | 7,175 | $2.1M |
| Reliant Investment Partners, LLC | 1.63% | Add +2.6% | 7,140 | $2.1M |
| Planning Directions Inc. | 1.04% | Reduce -11.4% | 7,137 | $2.1M |
| Great Lakes Advisors, LLC | 0.02% | Reduce -1.0% | 7,122 | $2.1M |
| Anchor Investment Management, LLC | 0.17% | Reduce -0.1% | 7,121 | $2.1M |
| GWN Securities Inc. | 0.42% | Add +23.3% | 7,079 | $2.1M |
| Plancorp, LLC | 0.06% | Add +0.0% | 7,079 | $2.1M |
| Courier Capital LLC | 0.12% | Add +2.6% | 7,057 | $2.0M |
| Bravias Capital Group, LLC | 1.23% | Add +10.4% | 7,027 | $2.0M |
| Rockland Trust Co. | 0.08% | Add +1.5% | 7,025 | $2.0M |
| IFG Advisors, LLC | 0.34% | Add +3.2% | 6,998 | $2.0M |
| Wetzel Investment Advisors, Inc. | 0.82% | Reduce -1.0% | 6,973 | $2.0M |
| Dorsey & Whitney Trust CO LLC | 0.11% | Add +24.0% | 6,947 | $2.0M |
| Ofc Financial Planning, LLC | 1.91% | Add +6.9% | 6,940 | $2.0M |
| Romano Brothers and Company | 0.23% | Add +7.0% | 6,905 | $2.0M |
| Pandora Wealth, Inc. | 1.22% | Reduce -5.2% | 6,901 | $2.0M |
| Stone Summit Wealth LLC | 0.54% | Add +19.7% | 6,891 | $2.0M |
| RMG Wealth Management LLC | 0.26% | Reduce -3.5% | 6,663 | $2.0M |
| Hilltop National Bank | 0.48% | Add +8.9% | 6,868 | $2.0M |
| HighPoint Advisor Group LLC | 0.04% | New | 6,866 | $2.0M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +17.6% | 6,696 | $2.0M |
| Intrua Financial, LLC | 0.22% | Reduce -2.7% | 6,781 | $2.0M |
| Montis Financial, LLC | 0.39% | Reduce -5.6% | 6,757 | $2.0M |
| Atlas Capital Advisors Inc. | 0.22% | — | 6,756 | $2.0M |
| Curio Wealth, LLC | 0.69% | Reduce -2.6% | 6,661 | $2.0M |
| Sentinel Pension Advisors, LLC | 0.30% | Add +1.3% | 6,731 | $2.0M |
| Laraway Financial Advisors Inc | 1.27% | Add +4.2% | 6,723 | $2.0M |
| Wells Financial Advisors INC | 3.70% | Reduce -22.0% | 6,715 | $1.9M |
| Keating Financial Advisory Services, Inc. | 0.26% | — | 6,684 | $1.9M |
| Capital Advisory Group Advisory Services, LLC | 0.57% | Add +0.1% | 6,674 | $1.9M |
| Next Level Private LLC | 0.51% | Reduce -2.1% | 6,666 | $1.9M |
| Vilga Financial Planning LLC | 1.85% | — | 6,647 | $1.9M |
| New Wave Wealth Advisors LLC | 0.70% | New | 6,628 | $1.9M |
| Oxford Financial Group, LTD. LLC | 0.11% | Reduce -11.4% | 6,628 | $1.9M |
| Watershed Private Wealth LLC | 0.57% | Reduce -3.9% | 6,578 | $1.9M |
| Yarger Wealth Strategies, LLC | 0.82% | Add +1.0% | 6,566 | $1.9M |
| John A. Wolfe & Associates, Inc. | 1.03% | — | 6,560 | $1.9M |
| Ami Investment Management Inc. | 0.43% | Add +3.7% | 6,549 | $1.9M |
| Harbor Group, Inc. | 0.28% | Add +0.5% | 6,542 | $1.9M |
| Peak Asset Management, LLC | 0.32% | Reduce -1.8% | 6,540 | $1.9M |
| Checchi Capital Advisers, LLC | 0.13% | Add +8.2% | 6,534 | $1.9M |
| Cassaday & Co Wealth Management LLC | 0.04% | Add +101.7% | 6,528 | $1.9M |
| Lincoln Capital Corp. | 0.67% | Reduce -1.0% | 6,510 | $1.9M |
| Lanark Financial, Inc. | 0.14% | Add +2.6% | 6,506 | $1.9M |
| Garrison Point Advisors, LLC | 0.84% | Add +3.2% | 6,503 | $1.9M |
| Fortis Capital Management LLC | 0.25% | Add +3.9% | 6,497 | $1.9M |
| Medallion Wealth Advisors, LLC | 0.63% | Reduce -0.2% | 6,455 | $1.9M |
| GAMCO Investors | 0.02% | Add +209.6% | 6,424 | $1.9M |
| Cornerstone Financial Management LLC | 1.75% | — | 6,404 | $1.9M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Reduce -3.7% | 6,392 | $1.9M |
| First County Bank | 0.98% | Reduce -1.3% | 6,371 | $1.8M |
| Evergreen Capital Management LLC | 0.04% | Add +0.6% | 6,365 | $1.8M |
| Opulen Financial Group LLC | 1.34% | Add +4.7% | 6,353 | $1.8M |
| Sax Wealth Advisors, LLC | 0.09% | Reduce -1.3% | 6,317 | $1.8M |
| MidAtlantic Capital Management, Inc. | 1.17% | Reduce -0.8% | 6,314 | $1.8M |
| Stevens Capital Partners | 0.48% | Add +3.4% | 6,299 | $1.8M |
| Atlanta Consulting Group Advisors, LLC | 0.41% | Reduce -7.0% | 6,284 | $1.8M |
| Secure Asset Management, LLC | 0.29% | Reduce -6.0% | 6,275 | $1.8M |
| waypoint wealth counsel | 0.66% | Reduce -0.5% | 6,240 | $1.8M |
| Clear Harbor Asset Management, LLC | 0.12% | Reduce -0.2% | 6,225 | $1.8M |
| Brown Miller Wealth Management, LLC | 0.50% | Reduce -1.6% | 6,221 | $1.8M |
| Foundations Investment Advisors, LLC | 0.02% | Add +35.1% | 6,218 | $1.8M |
| Rockwood Wealth Management, LLC | 0.13% | Add +0.8% | 6,186 | $1.8M |
| Strata Wealth Advisors, LLC | 0.50% | Reduce -2.0% | 6,151 | $1.8M |
| Williams Jones Wealth Management, LLC. | 0.02% | No change | 6,148 | $1.8M |
| Security Financial Services, INC. | 0.28% | Reduce -6.7% | 6,095 | $1.8M |
| Adirondack Trust Co. | 0.58% | No change | 6,038 | $1.8M |
| LOM Asset Management Ltd | 0.51% | Reduce -26.8% | 6,027 | $1.7M |
| BOS Asset Management, LLC | 0.47% | No change | 6,022 | $1.7M |
| Modern Wealth Management, LLC | 0.03% | Reduce -49.1% | 5,992 | $1.7M |
| Arsenal Capital Advisors LLC | 1.23% | — | 5,985 | $1.7M |
| Spire Wealth Management | 0.06% | Add +2.6% | 5,984 | $1.7M |
| Viawealth, LLC | 0.98% | Reduce -4.2% | 5,982 | $1.7M |
| Harbor Investment Advisory, LLC | 0.13% | Add +3.6% | 5,957 | $1.7M |
| Bangor Savings Bank | 0.14% | Reduce -1.9% | 5,949 | $1.7M |
| Vident Advisory, LLC | 0.02% | Add +0.4% | 5,941 | $1.7M |
| Ritholtz Wealth Management | 0.03% | Add +1.3% | 5,926 | $1.7M |
| Flagstar Securities, Inc. | 0.57% | Reduce -4.7% | 5,915 | $1.7M |
| Silver Oak Securities, Incorporated | 0.12% | Add +4.0% | 5,846 | $1.7M |
| SoundView Advisors Inc. | 0.60% | New | 5,894 | $1.7M |
| Aspiriant, LLC | 0.05% | Add +72.6% | 5,885 | $1.7M |
| CFS Investment Advisory Services, LLC | 0.12% | Add +4.3% | 5,867 | $1.7M |
| Pallas Capital Advisors LLC | 0.06% | Add +75.1% | 5,844 | $1.7M |
| Crux Wealth Advisors | 0.63% | Reduce -7.2% | 5,844 | $1.7M |
| Biltmore Family Office, LLC | 0.23% | Add +10.7% | 5,841 | $1.7M |
| Florida Trust Wealth Management Co | 0.05% | Reduce -12.6% | 5,840 | $1.7M |
| Victory Financial Group, LLC | 0.21% | Add +2.1% | 5,811 | $1.7M |
| RMR Capital Management, LLC | 1.21% | Reduce -7.9% | 5,783 | $1.7M |
| Brio Consultants, LLC | 0.22% | Add +6.0% | 5,768 | $1.7M |
| Bowman & Co S.C. | 0.71% | Add +3.9% | 5,757 | $1.7M |
| Balanced Rock Investment Advisors LLC | 1.19% | Add +8.7% | 5,757 | $1.7M |
| Mitchell Sinkler & Starr | 0.75% | Reduce -7.5% | 5,717 | $1.7M |
| Interactive Financial Advisors, Inc. | 1.07% | Reduce -19.8% | 5,697 | $1.7M |
| Cyndeo Wealth Partners, LLC | 0.09% | Add +2.7% | 5,690 | $1.7M |
| Mascagni Wealth Management, Inc. | 1.23% | Reduce -0.3% | 5,687 | $1.7M |
| Neuberger Berman Group LLC | 0.00% | Reduce -61.8% | 5,687 | $1.7M |
| Sound Income Strategies, LLC | 0.08% | Add +48.1% | 5,444 | $1.6M |
| Western Wealth Management, LLC | 0.08% | Add +29.3% | 5,620 | $1.6M |
| BCS Private Wealth Management, Inc. | 0.56% | No change | 5,617 | $1.6M |
| Landmark Wealth Management, LLC | 0.62% | Add +0.6% | 5,597 | $1.6M |
| SageView Advisory Group, LLC | 0.05% | Reduce -13.4% | 5,596 | $1.6M |
| First National Trust Co | 0.05% | Reduce -0.6% | 5,587 | $1.6M |
| Twin Peaks Wealth Advisors, LLC | 0.47% | Add +5.5% | 5,359 | $1.6M |
| Grange Capital, LLC | 1.55% | Add +0.0% | 5,576 | $1.6M |
| Winthrop Advisory Group LLC | 0.14% | Add +15.4% | 5,572 | $1.6M |
| Riverbend Wealth Management, LLC | 1.02% | Add +3.7% | 5,565 | $1.6M |
| Marks Group Wealth Management, Inc | 0.15% | Add +0.9% | 5,540 | $1.6M |
| Chandler Asset Management, Inc. | 0.25% | No change | 5,533 | $1.6M |
| Cypress Capital Group | 0.18% | Add +13.1% | 5,507 | $1.6M |
| Vista Investment Management | 0.53% | Reduce -0.9% | 5,503 | $1.6M |
| Mission Wealth Management, LP | 0.03% | Add +46.5% | 5,503 | $1.6M |
| Richmond Investment Services, LLC | 0.27% | Reduce -50.4% | 5,470 | $1.6M |
| Addison Advisors LLC | 0.36% | Reduce -0.6% | 5,463 | $1.6M |
| Rehmann Capital Advisory Group | 0.08% | Reduce -1.9% | 5,461 | $1.6M |
| Truepoint, Inc. | 0.04% | Add +2.4% | 5,457 | $1.6M |
| Appleton Partners Inc. | 0.10% | Reduce -11.7% | 5,441 | $1.6M |
| Keystone Global Partners, LLC | 0.69% | Reduce -9.4% | 5,431 | $1.6M |
| Peak Retirement Planning, Inc. | 0.37% | Add +61.2% | 5,413 | $1.6M |
| National Wealth Management Group, LLC | 0.54% | Reduce -2.7% | 5,396 | $1.6M |
| LCW Services, LLC | 0.83% | — | 5,385 | $1.6M |
| Synergy Financial Group, LTD | 1.10% | Reduce -2.5% | 5,381 | $1.6M |
| BankPlus Wealth Management LLC | 0.86% | Add +11.3% | 5,367 | $1.6M |
| Coordinated Financial Services, Inc. | 0.91% | Add +8.9% | 5,366 | $1.6M |
| McKinley Carter Wealth Services, Inc. | 0.09% | Reduce -6.5% | 5,359 | $1.6M |
| Yoffe Investment Management, LLC | 1.98% | No change | 5,345 | $1.6M |
| Aspen Investment Management Inc | 0.47% | Reduce -8.2% | 5,328 | $1.5M |
| Range Advisory, LLC | 0.40% | — | 5,315 | $1.5M |
| Everhart Financial Group, Inc. | 0.14% | Reduce -0.5% | 5,307 | $1.5M |
| GAMMA Investing LLC | 0.08% | Add +4.1% | 5,299 | $1.5M |
| Essex LLC | 0.27% | Add +0.1% | 5,294 | $1.5M |
| FF Advisors,LLC | 0.68% | Add +15.5% | 5,288 | $1.5M |
| Interchange Capital Partners, LLC | 0.28% | Reduce -2.1% | 5,270 | $1.5M |
| First Citizens Bank & Trust Co. | 0.03% | Add +49.4% | 5,263 | $1.5M |
| PGIM Custom Harvest LLC | 0.02% | Reduce -15.5% | 5,255 | $1.5M |
| Calder Financial LLC | 1.49% | — | 5,217 | $1.5M |
| B&D White Capital Company, LLC | 0.17% | Reduce -9.3% | 5,197 | $1.5M |
| Pursuit Wealth Strategies, LLC | 2.12% | — | 5,195 | $1.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.11% | Add +0.6% | 5,192 | $1.5M |
| Redwood Family Wealth LLC | 1.48% | — | 5,165 | $1.5M |
| Compass Planning Associates Inc | 1.04% | Add +137.5% | 5,161 | $1.5M |
| First Trust Advisors LP | 0.00% | Reduce -1.1% | 5,158 | $1.5M |
| Mustard Seed Financial, LLC | 0.94% | Reduce -9.0% | 5,138 | $1.5M |
| Mill Creek Capital Advisors, LLC | 0.03% | Add +0.4% | 5,098 | $1.5M |
| Camelot Portfolios, LLC | 0.92% | Reduce -19.3% | 5,098 | $1.5M |
| Vines Capital Management, LLC | 1.44% | — | 5,096 | $1.5M |
| Fairview Capital Investment Management, LLC | 0.08% | Add +0.7% | 5,083 | $1.5M |
| Renaissance Technologies | 0.00% | Reduce -62.4% | 5,080 | $1.5M |
| Platform Technology Partners | 0.31% | Add +9.6% | 5,064 | $1.5M |
| Matrix Asset Advisors Inc. | 0.13% | Add +28.5% | 5,062 | $1.5M |
| Taylor & Morgan Wealth Management, LLC | 0.82% | No change | 5,021 | $1.5M |
| TrueWealth Advisors, LLC | 0.38% | Reduce -0.5% | 5,014 | $1.5M |
| Cambridge Associates LLC /Ma/ | 0.02% | No change | 4,992 | $1.4M |
| Droms Strauss Advisors Inc. /Mo/ | 0.38% | Reduce -0.2% | 4,975 | $1.4M |
| Ramsay, Stattman, Vela & Price, Inc. | 0.26% | No change | 4,973 | $1.4M |
| Advisory Research Inc. | 0.18% | No change | 4,966 | $1.4M |
| Heritage Wealth Management, Inc. | 0.40% | Reduce -4.0% | 4,957 | $1.4M |
| Twin Focus Capital Partners, LLC | 0.17% | Reduce -0.2% | 4,953 | $1.4M |
| Beacon Financial Group | 0.14% | Reduce -2.1% | 4,950 | $1.4M |
| Portland Global Advisors LLC | 0.15% | Reduce -0.1% | 4,943 | $1.4M |
| Optima Capital LLC | 0.62% | Reduce -41.1% | 4,928 | $1.4M |
| Qube Research & Technologies Ltd | 0.00% | Add +50.0% | 4,926 | $1.4M |
| Old National Bancorp | 0.02% | Reduce -18.9% | 4,898 | $1.4M |
| Gilbert & Cook, Inc. | 0.18% | Reduce -0.8% | 4,889 | $1.4M |
| Luminist Capital LLC | 1.75% | Add +3.4% | 4,871 | $1.4M |
| Voisard Asset Management Group, Inc. | 0.30% | Reduce -2.0% | 4,867 | $1.4M |
| OLIO Financial Planning | 0.40% | Add +1.1% | 4,866 | $1.4M |
| Allegiance Financial Group Advisory Services LLC | 0.30% | Reduce -15.4% | 4,854 | $1.4M |
| Crewe Advisors LLC | 0.12% | Reduce -11.0% | 4,838 | $1.4M |
| Legacy Trust | 0.26% | No change | 4,823 | $1.4M |
| Jacobi Capital Management LLC | 0.08% | Add +1.5% | 4,803 | $1.4M |
| Novem Group | 0.16% | Add +5.6% | 4,800 | $1.4M |
| EagleClaw Capital Managment, LLC | 0.20% | No change | 4,765 | $1.4M |
| Clayton Financial Group LLC | 0.70% | Add +20.0% | 4,747 | $1.4M |
| First American Trust, FSB | 0.09% | Add +252.2% | 4,748 | $1.4M |
| Alpha Cubed Investments, LLC | 0.05% | Add +2.3% | 4,727 | $1.4M |
| IFG Advisory, LLC | 0.06% | Add +14.1% | 4,722 | $1.4M |
| Ehrlich Financial Group | 0.78% | Add +224.0% | 4,714 | $1.4M |
| HM Payson & Co. | 0.02% | Reduce -1.6% | 4,696 | $1.4M |
| Dana Investment Advisors, Inc. | 0.04% | Reduce -8.4% | 4,683 | $1.4M |
| Granville Capital, Inc. | 0.72% | — | 4,682 | $1.4M |
| Mosaic Financial Group, LLC | 0.93% | Add +0.1% | 4,674 | $1.4M |
| Graetz Wealth LLC | 1.23% | — | 4,664 | $1.4M |
| Forefront Wealth Partners, LLC | 0.64% | Reduce -1.9% | 4,662 | $1.4M |
| Etesian Wealth Advisors, Inc. | 0.42% | Reduce -0.1% | 4,647 | $1.3M |
| Impact Capital Partners LLC | 0.40% | Add +63.8% | 4,644 | $1.3M |
| Glen Eagle Advisors, LLC | 0.18% | Add +37.4% | 4,644 | $1.3M |
| Proffitt & Goodson Inc. | 0.19% | Reduce -3.2% | 4,633 | $1.3M |
| Evelyn Partners Investment Management Services Ltd | 0.17% | Add +48.8% | 4,606 | $1.3M |
| Fisher Asset Management | 0.00% | Add +155.7% | 4,593 | $1.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +147.7% | 4,593 | $1.3M |
| Geneos Wealth Management Inc. | 0.03% | Add +5.0% | 4,569 | $1.3M |
| Capstone Wealth Management Group, LLC | 0.55% | Add +0.5% | 4,560 | $1.3M |
| Madrid Wealth Management, LLC | 1.07% | — | 4,553 | $1.3M |
| NBT Bank, N.A. | 0.09% | Reduce -0.1% | 3,521 | $1.3M |
| Golden State Wealth Management, LLC | 0.14% | Add +1.6% | 4,542 | $1.3M |
| Fiduciary Family Office, LLC | 0.38% | No change | 4,528 | $1.3M |
| LJI Wealth Management, LLC | 0.20% | Reduce -2.7% | 4,525 | $1.3M |
| John W. Brooker & Co., CPAs | 2.34% | Add +50.2% | 4,511 | $1.3M |
| Strategies Wealth Advisors, LLC | 0.13% | Add +8.7% | 4,510 | $1.3M |
| New England Private Wealth Advisors LLC | 0.16% | Add +2.7% | 4,502 | $1.3M |
| Planning Project LLC | 0.33% | — | 4,485 | $1.3M |
| Ironwood Investment Counsel, LLC | 0.18% | Reduce -23.4% | 4,480 | $1.3M |
| Fermata Advisors, LLC | 0.31% | Add +0.9% | 4,475 | $1.3M |
| Financial Management, Inc. | 1.23% | — | 4,458 | $1.3M |
| Tactive Advisors, LLC | 0.38% | Reduce -16.1% | 4,454 | $1.3M |
| Southland Equity Partners LLC | 0.25% | Reduce -2.5% | 4,415 | $1.3M |
| DMKC Advisory Services, LLC | 0.56% | Add +11.9% | 4,408 | $1.3M |
| 3Chopt Investment Partners, LLC | 0.28% | No change | 4,368 | $1.3M |
| Payne Capital LLC | 1.29% | No change | 4,361 | $1.3M |
| Kelleher Financial Advisors | 0.29% | Add +2.9% | 4,360 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -80.2% | 4,360 | $1.3M |
| Traction Financial Partners, LLC | 0.75% | Add +4.4% | 4,353 | $1.3M |
| ARK & TLK Investments, LLC | 0.35% | No change | 4,352 | $1.3M |
| Modus Advisors, LLC | 0.33% | Reduce -37.0% | 4,340 | $1.3M |
| GW&K Investment Management, LLC | 0.01% | No change | 4,337 | $1.3M |
| Clarius Group, LLC | 0.07% | No change | 4,334 | $1.3M |
| Oldfather Financial Services, LLC | 0.37% | Reduce -4.2% | 4,315 | $1.3M |
| Hurlow Wealth Management Group, Inc. | 0.31% | Reduce -30.5% | 4,311 | $1.3M |
| Mogy Joel R Investment Counsel Inc. | 0.07% | No change | 4,305 | $1.2M |
| Caitlin John, LLC | 0.82% | Add +0.7% | 4,297 | $1.2M |
| Journey Advisory Group, LLC | 0.10% | Reduce -3.0% | 4,297 | $1.2M |
| Farmers National Bank | 0.28% | Reduce -0.6% | 4,286 | $1.2M |
| High Note Wealth, LLC | 0.24% | Reduce -0.7% | 4,280 | $1.2M |
| Darden Wealth Group Inc | 0.60% | No change | 4,271 | $1.2M |
| Chapin Davis, Inc. | 0.29% | Add +0.0% | 4,266 | $1.2M |
| Montecito Bank & Trust | 0.20% | Reduce -2.8% | 4,255 | $1.2M |
| Omega Financial Group, LLC | 0.41% | Reduce -0.4% | 4,246 | $1.2M |
| Sachem Hill LLC | 0.24% | No change | 4,243 | $1.2M |
| Atlas Legacy Advisors, LLC | 0.22% | Add +7.8% | 4,238 | $1.2M |
| Fairway Wealth LLC | 0.33% | Add +0.5% | 4,229 | $1.2M |
| Pachira Investments Inc. | 0.60% | Add +49.6% | 4,216 | $1.2M |
| KPP Advisory Services LLC | 0.18% | Reduce -0.2% | 4,214 | $1.2M |
| Coastline Trust Co | 0.11% | Reduce -6.8% | 4,210 | $1.2M |
| Financial Planning Navigators CORP | 0.56% | — | 4,197 | $1.2M |
| Summit Investment Advisory Services, LLC | 0.46% | Add +1.8% | 4,192 | $1.2M |
| Birch Hill Investment Advisors LLC | 0.05% | Reduce -0.1% | 4,181 | $1.2M |
| TFC Financial Management, Inc. | 0.15% | Add +0.6% | 4,164 | $1.2M |
| Kellett Wealth Advisors, LLC | 0.69% | Add +0.1% | 4,146 | $1.2M |
| Asset Dedication, LLC | 0.08% | Reduce -1.5% | 4,136 | $1.2M |
| CJM Wealth Advisers, Ltd. | 0.36% | No change | 4,130 | $1.2M |
| Delta Financial Advisors LLC | 0.31% | Add +0.9% | 4,124 | $1.2M |
| Brindle & Bay Financial Advisors, LLC | 0.79% | — | 4,114 | $1.2M |
| B & T Capital Management DBA Alpha Capital Management | 0.17% | Reduce -21.4% | 4,109 | $1.2M |
| Revisor Wealth Management LLC | 0.32% | Add +55.5% | 4,007 | $1.2M |
| Fulton Bank, N.A. | 0.04% | Add +4.7% | 4,081 | $1.2M |
| Tme Financial, Inc. | 0.83% | Add +19.2% | 4,080 | $1.2M |
| Waystone Advisors LLC | 1.01% | — | 4,071 | $1.2M |
| Liberty Square Wealth Partners LLC | 0.34% | Reduce -0.2% | 4,069 | $1.2M |
| TABR Capital Management, LLC | 0.78% | Add +11.5% | 4,047 | $1.2M |
| Tenzing Financial LLC | 0.95% | — | 4,028 | $1.2M |
| Aire Advisors, LLC | 0.21% | Reduce -0.5% | 4,027 | $1.2M |
| Capital Squared Financial LLC | 0.91% | Add +18.3% | 4,007 | $1.2M |
| Trajan Wealth LLC | 0.05% | Reduce -5.9% | 3,992 | $1.2M |
| Donor Advised Charitable Giving, Inc. | 0.03% | No change | 3,987 | $1.2M |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -8.7% | 3,987 | $1.2M |
| Envision Financial Planning, LLC | 0.44% | Add +0.0% | 3,984 | $1.2M |
| Certuity, LLC | 0.07% | Add +0.1% | 3,982 | $1.2M |
| Cibc World Market Inc. | 0.00% | Reduce -2.6% | 3,978 | $1.2M |
| Wealth Architects, LLC | 0.10% | No change | 3,977 | $1.2M |
| Stephen J. Garry & Associates, LLC | 0.91% | No change | 3,975 | $1.2M |
| Powers Advisory Group, LLC | 0.43% | Add +9.9% | 3,965 | $1.2M |
| FDx Advisors, Inc. | 0.59% | Reduce -1.7% | 3,961 | $1.1M |
| Hiley Hunt Wealth Management | 0.51% | Add +0.7% | 3,962 | $1.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Reduce -3.2% | 3,960 | $1.1M |
| Simon Quick Advisors, LLC | 0.05% | Reduce -5.8% | 3,959 | $1.1M |
| Blue Bell Private Wealth Management, LLC | 0.17% | Add +0.0% | 3,954 | $1.1M |
| Root Financial Partners, LLC | 0.06% | Reduce -0.9% | 3,951 | $1.1M |
| TFB Advisors LLC | 0.32% | Reduce -0.6% | 3,928 | $1.1M |
| Community Trust & Investment Co. | 0.06% | Add +0.7% | 3,926 | $1.1M |
| Lutz Financial Services LLC | 0.08% | Reduce -2.2% | 3,924 | $1.1M |
| Plante Moran Financial Advisors, LLC | 0.07% | Reduce -7.7% | 3,914 | $1.1M |
| Riverview Trust Co | 1.37% | Add +8.7% | 3,906 | $1.1M |
| Stillwater Capital Advisors, LLC | 0.12% | Reduce -13.0% | 3,888 | $1.1M |
| Evernest Financial Advisors, LLC | 0.24% | Reduce -0.3% | 3,734 | $1.1M |
| Churchill Financial Advisors, LLC | 0.34% | — | 3,878 | $1.1M |
| Bluestem Financial Advisors, LLC | 0.43% | Add +1.5% | 3,877 | $1.1M |
| Elevatus Welath Management | 0.31% | Add +27.9% | 3,875 | $1.1M |
| Lee, Kelleher & Klein Wealth Management | 0.67% | No change | 3,852 | $1.1M |
| Fortitude Advisory Group L.L.C. | 0.47% | Reduce -2.8% | 3,845 | $1.1M |
| SteelPeak Wealth, LLC | 0.04% | Reduce -3.5% | 3,835 | $1.1M |
| Wernau Asset Management Inc. | 1.10% | Add +2.8% | 3,822 | $1.1M |
| Longview Financial Advisors, Inc. | 0.75% | Add +0.0% | 3,812 | $1.1M |
| OMNI 360 Wealth, Inc. | 0.57% | Reduce -0.6% | 3,681 | $1.1M |
| Lexington Hill Partners, LLC | 0.83% | — | 3,803 | $1.1M |
| Kennebec Savings Bank | 0.95% | Reduce -1.1% | 3,789 | $1.1M |
| Elm3 Financial Group, LLC | 0.91% | Add +135.5% | 3,787 | $1.1M |
| Galvin, Gaustad & Stein, LLC | 0.09% | Add +1.0% | 3,782 | $1.1M |
| Triangle Securities Wealth Management | 0.23% | Reduce -2.5% | 3,780 | $1.1M |
| Midwest Financial Partners Investments, Inc. | 0.61% | — | 3,779 | $1.1M |
| Moss Adams Wealth Advisors LLC | 0.08% | Reduce -0.4% | 3,775 | $1.1M |
| Mitchell Capital Management Co. | 0.20% | No change | 3,768 | $1.1M |
| Hobbs Group Advisors, LLC | 0.33% | Add +3.3% | 3,766 | $1.1M |
| Kuhn & Co Investment Counsel | 0.73% | New | 3,754 | $1.1M |
| Evanson Asset Management, LLC | 0.06% | Add +0.1% | 3,747 | $1.1M |
| BridgePort Financial Solutions, LLC | 0.29% | Add +3.7% | 3,729 | $1.1M |
| CFC Planning Co LLC | 0.83% | Add +76.6% | 3,712 | $1.1M |
| Seek First Inc. | 0.74% | Add +0.5% | 3,703 | $1.1M |
| Paragon Private Wealth Management, LLC | 0.33% | Add +1.3% | 3,703 | $1.1M |
| International Assets Investment Management, LLC | 0.07% | Add +6.6% | 3,702 | $1.1M |
| QRG Capital Management, Inc. | 0.01% | Add +34.7% | 3,701 | $1.1M |
| First Heartland Consultants, Inc. | 0.08% | Add +339.9% | 3,700 | $1.1M |
| Yukon Wealth Management, Inc. | 0.62% | Reduce -28.3% | 3,601 | $1.1M |
| Cornerstone Wealth Group, LLC | 0.07% | Reduce -11.0% | 3,693 | $1.1M |
| Koss-Olinger Consulting, LLC | 0.08% | Reduce -9.5% | 3,689 | $1.1M |
| Ardent Capital Management, Inc. | 0.42% | No change | 3,680 | $1.1M |
| Bannerstone Capital Management, LLC | 1.02% | — | 3,669 | $1.1M |
| Blossom Wealth Management | 1.74% | Add +3.4% | 3,641 | $1.1M |
| German American Bancorp, Inc. | 0.09% | Reduce -6.6% | 3,633 | $1.1M |
| Covenant Asset Management, LLC | 0.20% | Add +2.3% | 3,625 | $1.1M |
| Keebeck Wealth Management | 0.12% | New | 3,625 | $1.1M |
| Melone Private Wealth, LLC | 0.45% | Add +3.8% | 3,621 | $1.1M |
| Cambridge Financial Group, LLC | 0.36% | Add +120.9% | 3,865 | $1.0M |
| Bryn Mawr Trust Advisors, LLC | 0.05% | Reduce -4.2% | 3,610 | $1.0M |
| Level Wealth Management LLC | 0.54% | New | 3,608 | $1.0M |
| Murphy & Mullick Capital Management Corp | 0.75% | Reduce -2.8% | 3,604 | $1.0M |
| First Community Trust NA | 0.78% | Add +145.9% | 3,598 | $1.0M |
| Waldron Private Wealth LLC | 0.04% | Add +1.8% | 3,597 | $1.0M |
| Nvest Financial, LLC | 0.43% | Add +133.8% | 3,591 | $1.0M |
| Sherman Asset Management, Inc. | 0.88% | Reduce -0.1% | 4,510 | $1.0M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.20% | Add +94.7% | 3,577 | $1.0M |
| MPWM Advisory Solutions, LLC | 0.58% | No change | 3,568 | $1.0M |
| Kwmg, LLC | 0.09% | Add +11.2% | 3,565 | $1.0M |
| WealthBridge Capital Management, LLC | 0.24% | Add +0.4% | 3,558 | $1.0M |
| Blom & Howell Financial Planning, Inc. | 1.02% | — | 3,553 | $1.0M |
| MilWealth Group LLC | 0.25% | Reduce -0.5% | 3,552 | $1.0M |
| Matrix Private Capital Group LLC | 0.52% | Add +1.4% | 3,523 | $1.0M |
| Trueblood Wealth Management, LLC | 0.40% | Add +6.2% | 3,522 | $1.0M |
| Beaird Harris Wealth Management, LLC | 0.07% | Add +0.7% | 3,518 | $1.0M |
| Greenhouse Wealth Management, LLC | 0.60% | Add +0.9% | 3,514 | $1.0M |
| Keystone Wealth Services, LLC | 0.21% | Reduce -4.2% | 3,509 | $1.0M |
| Plan Group Financial, LLC | 0.26% | Add +1.2% | 3,508 | $1.0M |
| Hancock Whitney Corp. | 0.02% | No change | 3,507 | $1.0M |
| Chemistry Wealth Management LLC | 0.19% | Reduce -1.4% | 3,500 | $1.0M |
| Apex Wealth Management, LLC | 1.03% | Add +4.4% | 3,364 | $1.0M |
| Investment Advisory Group, LLC | 0.26% | Add +15.7% | 3,481 | $1.0M |
| Sei Investments Co. | 0.00% | New | 3,477 | $1.0M |
| Great Diamond Partners, LLC | 0.19% | Add +14.2% | 3,476 | $1.0M |
| Randolph Co Inc | 0.10% | No change | 3,468 | $1.0M |
| Wilkins Miller Wealth Management, LLC | 0.60% | Add +27.2% | 3,458 | $1.0M |
| Becker Capital Management Inc. | 0.03% | Add +113.1% | 3,456 | $1.0M |
| CDKV Holdings LLC | 0.83% | — | 3,438 | $998K |
| Pinnacle Bancorp, Inc. | 0.29% | Add +1.5% | 3,409 | $989K |
| Madden Advisory Services, Inc. | 0.40% | Reduce -2.8% | 3,409 | $989K |
| Tranquility Partners, LLC | 0.36% | Add +3.8% | 3,404 | $988K |
| Lazard Asset Management LLC | 0.00% | No change | 3,400 | $987K |
| Silvia McColl Wealth Management, LLC | 0.66% | Add +2.3% | 3,399 | $986K |
| LifePlan Financial, LLC | 0.75% | Reduce -2.6% | 3,390 | $984K |
| SC&H Financial Advisors, Inc. | 0.15% | Add +4.3% | 3,388 | $983K |
| Farnam Financial LLC | 0.74% | Reduce -6.1% | 3,386 | $983K |
| Daviman Financial, LLC | 0.57% | — | 3,359 | $975K |
| Summit Wealth Partners, LLC | 0.18% | Reduce -7.4% | 3,358 | $975K |
| Keel Point, LLC | 0.06% | Add +9.7% | 3,358 | $975K |
| Plan A Wealth LLC | 0.48% | Reduce -10.4% | 3,348 | $972K |
| Autumn Glory Partners, LLC | 0.34% | New | 3,327 | $966K |
| Marotta Asset Management | 0.18% | Reduce -6.5% | 3,327 | $966K |
| Goldstein Advisors, LLC | 0.11% | Add +16.6% | 3,324 | $965K |
| Eagle Wealth Strategies LLC | 0.45% | Reduce -0.8% | 3,319 | $963K |
| StrongBox Wealth, LLC | 0.32% | Reduce -3.6% | 3,310 | $961K |
| Kelman-Lazarov, Inc. | 0.14% | Add +0.1% | 3,301 | $958K |
| NTV Asset Management LLC | 0.10% | Add +0.0% | 3,300 | $958K |
| Midland Wealth Advisors, LLC | 0.05% | Reduce -7.4% | 3,282 | $953K |
| Miller Capital Partners, Inc. | 0.48% | — | 3,273 | $950K |
| Muirfield Wealth Advisors LLC | 0.70% | Add +1.9% | 3,273 | $950K |
| O'ROURKE & COMPANY, Inc | 0.37% | Add +0.7% | 3,268 | $948K |
| Mascoma Wealth Management LLC | 0.20% | Reduce -1.4% | 3,261 | $947K |
| Guyasuta Investment Advisors Inc. | 0.05% | Add +0.5% | 3,256 | $945K |
| Strategic Equity Management | 0.32% | No change | 3,253 | $944K |
| Antonelli Financial Advisors, LLC | 0.62% | Reduce -3.0% | 3,252 | $944K |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 0.89% | — | 3,252 | $944K |
| Collective Family Office LLC | 0.22% | Add +3.9% | 3,251 | $944K |
| Breakwater Capital Group | 0.13% | Add +2.6% | 3,248 | $943K |
| Financial Symmetry Inc | 0.38% | New | 3,247 | $942K |
| Oak Barrel Wealth Advisory LLC | 0.56% | — | 3,239 | $940K |
| Guardian Financial Partners, LLC | 0.40% | Add +0.8% | 3,238 | $940K |
| Donaldson Capital Management, LLC | 0.03% | Reduce -0.4% | 3,235 | $939K |
| Lifeworks Advisors, LLC | 0.12% | Add +36.4% | 3,223 | $936K |
| Kohmann Bosshard Financial Services, LLC | 0.08% | No change | 3,211 | $932K |
| Prosperity Bancshares Inc | 0.84% | — | 3,205 | $930K |
| Oxbow Advisors, LLC | 0.08% | No change | 3,205 | $930K |
| Carmel Capital Partners, LLC | 0.33% | Reduce -1.7% | 3,200 | $929K |
| Sonata Capital Group Inc. | 0.33% | No change | 3,157 | $916K |
| Sachetta, LLC | 0.50% | Reduce -54.4% | 3,133 | $909K |
| Trust Co. of Toledo NA | 0.09% | Add +15.1% | 3,132 | $909K |
| Shade Tree Advisors LLC | 0.69% | New | 3,125 | $907K |
| KMG Fiduciary Partners, LLC | 0.06% | Reduce -92.8% | 3,124 | $907K |
| Madison Asset Management, LLC | 0.01% | Add +320.2% | 3,118 | $905K |
| RPS Advisory Solutions LLC | 0.42% | Reduce -1.6% | 3,101 | $900K |
| Ballast Rock Private Wealth LLC | 0.56% | — | 3,099 | $899K |
| Garde Capital, Inc. | 0.05% | Reduce -3.3% | 3,097 | $899K |
| Athena Investment Management | 0.46% | Add +5.2% | 3,088 | $896K |
| Comprehensive Financial Planning, Inc. | 0.59% | Add +0.7% | 3,083 | $895K |
| Gryphon Financial Partners LLC | 0.10% | Add +13.8% | 3,071 | $891K |
| Strategic Blueprint, LLC | 0.05% | Add +9.3% | 3,063 | $889K |
| Sovereign Financial Group, Inc. | 0.16% | Reduce -3.7% | 3,056 | $887K |
| Warwick Investment Management, Inc. | 0.14% | No change | 3,039 | $882K |
| Wiregrass Investment Management LLC | 0.74% | — | 3,036 | $881K |
| Adamsbrown Wealth Consultants LLC | 0.25% | Reduce -0.4% | 3,035 | $881K |
| World Equity Group, Inc. | 0.25% | Add +2.4% | 3,033 | $880K |
| Detalus Advisors, LLC | 0.21% | Reduce -1.6% | 3,031 | $880K |
| Kieckhefer Group LLC | 0.42% | No change | 3,021 | $877K |
| Deutsche Bank AG | 0.00% | Reduce -1.0% | 3,019 | $876K |
| Oakworth Capital, Inc. | 0.05% | No change | 3,005 | $872K |
| Alexander Labrunerie & Co., Inc. | 0.32% | Add +0.0% | 2,983 | $866K |
| Curbstone Financial Management Corp | 0.16% | Reduce -6.3% | 2,970 | $862K |
| First Business Financial Services, Inc. | 0.08% | No change | 2,969 | $862K |
| Financial Strategies Group, Inc. | 0.16% | Add +3.1% | 2,861 | $857K |
| Pecaut & Co. | 0.28% | Add +2.9% | 2,951 | $856K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.3% | 2,945 | $855K |
| MidFirst Bank | 0.07% | — | 2,945 | $855K |
| Brookwood Investment Group LLC | 0.10% | Add +1.0% | 2,944 | $854K |
| Welch Group, LLC | 0.03% | Add +0.1% | 2,942 | $854K |
| Compass Capital Corp. /Ma/ | 0.33% | Reduce -0.3% | 2,808 | $850K |
| Capital Asset Managemnet, LLC | 0.94% | — | 2,916 | $846K |
| L. Roy Papp & Associates, LLP | 0.09% | Add +4.6% | 2,912 | $845K |
| Aufman Associates Inc | 0.43% | Add +0.4% | 2,906 | $844K |
| McGuire Investment Group, LLC | 0.09% | Reduce -0.9% | 2,905 | $843K |
| Vista Investment Partners Ii, LLC | 0.36% | Add +28.6% | 2,889 | $838K |
| Florida Financial Advisors, LLC | 0.23% | Add +0.3% | 2,910 | $834K |
| Onyx Bridge Wealth Group LLC | 0.09% | Reduce -2.7% | 2,862 | $831K |
| FAS Wealth Partners, Inc. | 0.05% | Add +0.7% | 2,851 | $828K |
| TOWER TRUST & INVESTMENT Co | 0.52% | Add +12.6% | 2,851 | $827K |
| Pennington Partners & Co., LLC | 0.33% | No change | 2,840 | $824K |
| Fiduciary Financial Group, LLC | 0.12% | Add +0.2% | 2,833 | $822K |
| Bravera Wealth | 0.41% | — | 2,827 | $820K |
| Jane Street Group, LLC | 0.00% | New | 2,820 | $818K |
| Asset Advisory Group, Inc. | 0.41% | — | 2,820 | $818K |
| Peterson Wealth Advisors, LLC | 0.11% | Reduce -8.9% | 2,810 | $815K |
| Beese Fulmer Investment Management, Inc. | 0.05% | Add +12.3% | 2,808 | $815K |
| Bestgate Wealth Advisors, LLC | 1.43% | Add +0.5% | 2,798 | $812K |
| Legacy Private Trust Co. | 0.05% | Reduce -0.8% | 2,796 | $811K |
| WBH Advisory Inc. | 0.06% | Add +0.0% | 2,793 | $811K |
| Old North State Trust, LLC | 0.48% | Add +1.0% | 2,787 | $809K |
| Traphagen Investment Advisors LLC | 0.07% | Reduce -9.3% | 2,786 | $808K |
| Private Wealth Group, LLC | 0.39% | No change | 2,778 | $806K |
| HBW Advisory Services LLC | 0.09% | Add +0.7% | 2,777 | $806K |
| Walled Lake Planning & Wealth Management, LLC | 0.25% | Add +1.7% | 2,767 | $803K |
| Greenline Partners, LLC | 0.09% | No change | 2,750 | $798K |
| Outbound Financial Inc | 0.62% | No change | 2,747 | $797K |
| True North Advisors, LLC | 0.10% | New | 2,747 | $797K |
| Red Door Wealth Management, LLC | 0.08% | Add +13.1% | 2,746 | $797K |
| Hegarty Advisors, LLC | 0.69% | — | 2,737 | $795K |
| Signaturefd, LLC | 0.01% | Add +0.6% | 2,733 | $793K |
| Moors & Cabot, Inc. | 0.03% | Reduce -3.1% | 2,718 | $789K |
| Forza Wealth Management, LLC | 0.28% | Add +48.1% | 2,708 | $786K |
| Advisory Alpha, LLC | 0.02% | Reduce -2.9% | 2,705 | $785K |
| Perryman Financial Advisory Inc. | 0.11% | — | 2,696 | $782K |
| Willow Financial LLC | 0.79% | — | 2,692 | $781K |
| Apollon Financial, LLC | 0.11% | Add +4.0% | 2,684 | $779K |
| ETF Store, Inc. | 0.79% | Add +0.8% | 2,680 | $778K |
| Vantus Wealth LLC | 0.57% | — | 2,679 | $777K |
| Disciplined Investments, LLC | 0.30% | Add +19.6% | 2,677 | $777K |
| Libra Wealth LLC | 0.22% | Add +4.7% | 2,677 | $777K |
| TFR Capital, LLC. | 0.26% | Reduce -2.0% | 2,675 | $776K |
| Signal Tree Financial Partners LLC | 0.59% | Add +3.3% | 2,669 | $775K |
| Thrive Capital Management, LLC | 0.17% | Add +16.6% | 2,662 | $773K |
| Per Stirling Capital Management, LLC. | 0.09% | Add +2.9% | 2,659 | $772K |
| MBM Wealth Consultants, LLC | 0.18% | Reduce -8.0% | 2,658 | $771K |
| Ti-Trust, Inc. | 0.48% | Reduce -0.3% | 2,653 | $770K |
| Kirtland Hills Capital Management, LLC | 0.27% | Add +3.3% | 2,647 | $768K |
| Founders Financial Alliance, LLC | 0.14% | Add +5.0% | 2,647 | $768K |
| Grandfield & Dodd, LLC | 0.04% | No change | 2,639 | $766K |
| Bedel Financial Consulting, Inc. | 0.08% | Add +25.6% | 2,633 | $764K |
| Greenspring Advisors, LLC | 0.05% | Add +201.3% | 2,630 | $763K |
| Olde Wealth Management, LLC | 0.23% | Add +4.5% | 2,630 | $763K |
| Parkside Financial Bank & Trust | 0.06% | Add +29.2% | 2,618 | $760K |
| Livet Wealth, LLC | 0.47% | — | 2,604 | $756K |
| Hibernia Wealth Partners, LLC | 0.23% | Add +101.0% | 2,603 | $755K |
| Noble Wealth Management PBC | 0.38% | Reduce -3.3% | 2,595 | $753K |
| Horst & Graben Wealth Management LLC | 0.11% | Reduce -0.0% | 2,594 | $753K |
| WJ Financial Advisors LLC | 0.67% | No change | 2,588 | $751K |
| Empirical Asset Management, LLC | 0.21% | Reduce -0.5% | 10,088 | $748K |
| Briggs Wealth Management, Inc | 0.80% | — | 2,574 | $747K |
| R. W. Roge & Company, Inc. | 0.37% | No change | 2,574 | $747K |
| Forum Financial Management, LP | 0.01% | Add +31.8% | 2,568 | $745K |
| Willis Investment Counsel | 0.04% | No change | 2,567 | $745K |
| Clark Capital Management Group, Inc. | 0.00% | Add +85.5% | 2,566 | $745K |
| Foster Dykema Cabot & Partners, LLC | 0.05% | Reduce -49.6% | 2,553 | $741K |
| Keystone Financial Services, LLC | 0.50% | Reduce -0.1% | 2,552 | $741K |
| Beacon Bank & Trust | 0.15% | Reduce -0.5% | 2,552 | $741K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.26% | Add +4801.9% | 2,549 | $740K |
| Bakala Capital LLC | 3.50% | Add +1.3% | 2,548 | $740K |
| WealthTrak Capital Management LLC | 0.53% | Reduce -8.8% | 2,546 | $739K |
| Eagle Bay Advisors LLC | 0.54% | Add +0.1% | 2,538 | $737K |
| Westshore Wealth, LLC | 0.24% | Add +0.1% | 2,537 | $736K |
| SFG Wealth Management, LLC. | 0.29% | Add +33.9% | 2,522 | $732K |
| Diversified Portfolios, Inc. | 0.06% | Add +4.5% | 2,520 | $731K |
| Astra Wealth Partners LLC | 0.45% | Reduce -3.1% | 2,520 | $731K |
| Vantage Financial Partners, LLC | 0.15% | Add +0.6% | 2,514 | $730K |
| Independence Bank of Kentucky | 0.09% | Add +10.3% | 2,508 | $728K |
| Johnson Financial Group, Inc. | 0.03% | Reduce -2.4% | 2,505 | $727K |
| RiverFront Investment Group, LLC | 0.01% | Reduce -3.5% | 2,503 | $726K |
| Alerus Financial NA | 0.04% | Reduce -7.3% | 2,502 | $726K |
| Pacific Park Financial, Inc. | 0.45% | — | 2,487 | $722K |
| Financial Alternatives, Inc | 0.42% | Add +17.8% | 2,486 | $721K |
| J2 Capital Management Inc | 0.53% | Add +3.1% | 2,484 | $721K |
| Penobscot Investment Management Company, Inc. | 0.05% | No change | 2,458 | $713K |
| Diligent Investors, LLC | 0.18% | Reduce -0.2% | 2,457 | $713K |
| Valley Forge Investment Consultants Inc. Adv | 0.21% | Reduce -0.8% | 2,455 | $712K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -18.5% | 2,453 | $712K |
| Howard Capital Management Group, LLC | 0.04% | No change | 2,453 | $712K |
| Chokshi & Queen Wealth Advisors, Inc | 0.37% | No change | 2,452 | $712K |
| Beacon Capital Management, LLC | 0.11% | Add +44.6% | 2,452 | $712K |
| Financial Security Advisor, Inc. | 0.14% | New | 2,436 | $707K |
| Moody LYNN Lieberson & Walker, LLC | 0.04% | Add +0.3% | 2,434 | $706K |
| Values Added Financial LLC | 0.30% | Add +0.8% | 2,431 | $706K |
| Claris Financial LLC | 0.38% | Add +8.1% | 2,428 | $705K |
| Lee Danner & Bass Inc. | 0.05% | No change | 2,427 | $704K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -1.0% | 2,412 | $700K |
| Sonoma Allocations LLC | 0.23% | Add +0.9% | 2,352 | $699K |
| Kera Capital Partners, Inc. | 0.09% | No change | 2,360 | $699K |
| Sloy Dahl & Holst, LLC | 0.08% | Add +45.3% | 2,403 | $697K |
| Private Advisory Group LLC | 0.05% | Reduce -0.3% | 2,402 | $697K |
| Selective Wealth Management, Inc. | 0.22% | Add +9.4% | 2,307 | $695K |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | Add +0.7% | 2,395 | $695K |
| Clearwave Capital, LLC | 0.51% | — | 2,392 | $694K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.29% | Add +13.1% | 2,383 | $692K |
| Colonial Trust Co / SC | 0.09% | No change | 2,376 | $690K |
| Davidson Trust Co. | 0.29% | Reduce -7.3% | 2,371 | $688K |
| Graney & King, LLC | 0.40% | Add +0.7% | 2,369 | $687K |
| Carroll Advisory Group, LLC | 0.30% | — | 2,360 | $685K |
| Tred Avon Family Wealth, LLC | 0.22% | Reduce -1.3% | 2,356 | $684K |
| Thomasville National Bank | 0.04% | Reduce -7.2% | 2,355 | $683K |
| Advance Capital Management, Inc. | 0.03% | Reduce -18.6% | 2,355 | $683K |
| Oakmont Advisory Group, LLC | 0.73% | — | 2,346 | $681K |
| Busey Bank | 0.02% | Add +0.5% | 2,336 | $678K |
| Aberdeen Wealth Management LLC | 0.31% | Add +58.6% | 2,332 | $677K |
| DecisionMap Wealth Management, LLC | 0.41% | No change | 2,315 | $672K |
| Wellington-Altus USA Inc. | 0.50% | — | 2,315 | $672K |
| Millington Financial Advisors, LLC | 0.30% | Add +1.6% | 2,231 | $672K |
| Focused Alpha, LLC | 0.20% | — | 2,313 | $671K |
| Independent Advisor Alliance | 0.02% | Add +0.1% | 2,310 | $670K |
| Rinkey Investments | 0.17% | No change | 2,307 | $670K |
| Buttonwood Financial Advisors Inc. | 0.22% | Reduce -0.6% | 2,300 | $668K |
| Hummer Financial Advisory Services Inc | 0.47% | No change | 2,299 | $667K |
| SpringVest Wealth Management LLC | 0.46% | Add +1.3% | 2,297 | $667K |
| Shrier Wealth Management, LLC | 0.27% | — | 2,295 | $666K |
| Ducere Wealth Management LLC | 0.26% | — | 2,292 | $665K |
| Fort Vancouver Investment Management, LLC | 0.36% | No change | 2,290 | $665K |
| Bath Savings Trust Co | 0.07% | Add +4.6% | 2,290 | $665K |
| Annex Advisory Services, LLC | 0.01% | Add +8.5% | 2,287 | $664K |
| Palisade Asset Management, LLC | 0.06% | Add +0.5% | 2,286 | $663K |
| Aaron Wealth Advisors LLC | 0.04% | No change | 2,278 | $661K |
| Strategic Wealth Advisors LLC | 0.57% | — | 2,280 | $661K |
| North Star Investment Management Corp. | 0.04% | Add +0.2% | 2,275 | $660K |
| First Interstate Bank | 0.04% | Add +0.9% | 2,274 | $660K |
| BIP Wealth, LLC | 0.02% | Reduce -2.1% | 2,269 | $659K |
| Angeles Wealth Management, LLC | 0.04% | Reduce -4.8% | 2,268 | $658K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +12.4% | 2,263 | $657K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.12% | Reduce -0.8% | 2,256 | $655K |
| Nolet Wealth Management, LLC | 0.36% | — | 2,250 | $653K |
| Armstrong Henry H Associates Inc. | 0.06% | No change | 2,248 | $652K |
| Park Edge Advisors, LLC | 0.15% | Reduce -3.9% | 2,243 | $651K |
| Heritage Financial Services, LLC | 0.05% | Reduce -8.9% | 2,241 | $650K |
| Carr Financial Group Corp | 0.17% | Add +65.6% | 2,240 | $650K |
| Divergent Planning, LLC | 0.17% | Reduce -7.5% | 2,209 | $646K |
| Purkiss Capital Advisors LLC | 0.30% | Add +3.0% | 2,215 | $643K |
| Wealth Management Nebraska | 0.07% | Add +3.0% | 2,214 | $643K |
| Unique Wealth, LLC | 0.09% | Reduce -0.7% | 2,206 | $640K |
| Swisher Financial Concepts, Inc. | 0.36% | Reduce -0.9% | 2,204 | $640K |
| Sequent Asset Management, LLC | 0.28% | No change | 2,187 | $635K |
| Winthrop Capital Management, LLC | 0.15% | No change | 2,188 | $635K |
| Comprehensive Money Management Services LLC | 0.44% | No change | 2,185 | $634K |
| Paulson Wealth Management Inc. | 0.15% | Add +0.9% | 2,180 | $633K |
| Security National Bank of So Dak | 0.31% | No change | 2,177 | $632K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -4.4% | 2,102 | $631K |
| Sara-Bay Financial | 0.19% | Add +13.3% | 2,151 | $630K |
| Fulcrum Wealth Advisors, LLC | 0.52% | — | 2,170 | $630K |
| Birchcreek Wealth Management, LLC | 0.31% | Add +0.1% | 2,164 | $628K |
| Pacific Sun Financial Corp | 0.30% | Add +1.6% | 2,162 | $627K |
| Eastern Bank | 0.01% | Add +4.0% | 2,159 | $627K |
| Topsail Wealth Management, LLC | 0.09% | No change | 2,153 | $625K |
| SVB Wealth LLC | 0.04% | Reduce -33.4% | 2,142 | $622K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +1.6% | 2,141 | $621K |
| Sargent Investment Group, LLC | 0.08% | New | 2,133 | $619K |
| Global Strategic Investment Solutions, LLC | 0.06% | Add +0.1% | 2,128 | $617K |
| Paces Ferry Wealth Advisors, LLC | 0.25% | No change | 2,121 | $615K |
| American Institute for Advanced Investment Management, LLP | 0.39% | Reduce -20.6% | 2,110 | $612K |
| Prospera Capital Management, LLC | 0.31% | No change | 2,105 | $611K |
| Baron Wealth Management LLC | 0.19% | Reduce -13.1% | 2,104 | $611K |
| Center For Asset Management LLC | 0.32% | Add +4.0% | 2,101 | $610K |
| Thayer Partners, LLC / MA | 0.30% | — | 2,095 | $608K |
| Mairs & Power Inc. | 0.01% | Add +85.7% | 2,095 | $608K |
| Park Capital Management, LLC / WI | 0.43% | Reduce -1.9% | 2,090 | $607K |
| Lodestone Wealth Management LLC | 0.25% | Add +0.5% | 2,085 | $605K |
| Unified Investment Management | 0.61% | No change | 2,081 | $604K |
| HSBC Holdings PLC | 0.00% | New | 2,080 | $604K |
| Trust Point Inc. | 0.05% | Reduce -8.4% | 2,078 | $603K |
| Novak & Powell Financial Services, Inc. | 0.31% | Reduce -0.4% | 2,078 | $603K |
| Human Investing LLC | 0.09% | Add +15.5% | 2,075 | $602K |
| Grey Ledge Advisors, LLC | 0.14% | Add +1.1% | 2,075 | $602K |
| Mengis Capital Management, Inc. | 0.11% | Add +10.7% | 2,065 | $599K |
| Mayfair Advisory Group, LLC | 0.23% | No change | 2,045 | $598K |
| ETF Portfolio Partners, Inc. | 0.15% | No change | 2,058 | $597K |
| FC Advisory LLC | 0.17% | Add +3.1% | 2,051 | $595K |
| Nottingham Advisors, Inc. | 0.08% | Reduce -6.8% | 2,049 | $595K |
| Fischer Investment Strategies, LLC | 0.35% | Reduce -42.6% | 2,049 | $595K |
| EdgeRock Capital LLC | 0.16% | Add +3.2% | 2,046 | $594K |
| Geneva Partners, LLC | 0.21% | Reduce -2.0% | 2,045 | $593K |
| Geometric Wealth Advisors | 0.08% | No change | 2,040 | $592K |
| Stokes Family Office, LLC | 0.05% | Reduce -16.1% | 2,036 | $591K |
| Atala Financial Inc | 0.38% | Reduce -36.1% | 2,034 | $590K |
| Cannell & Spears LLC | 0.01% | Add +0.7% | 2,034 | $590K |
| CGN Advisors LLC | 0.05% | Reduce -0.9% | 2,031 | $589K |
| Physician Wealth Advisors, Inc. | 0.08% | Reduce -12.1% | 2,018 | $586K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 2,006 | $582K |
| Ascentis Independent Advisors | 0.09% | Add +4.3% | 2,004 | $582K |
| Octavia Wealth Advisors, LLC | 0.06% | Reduce -9.1% | 1,990 | $578K |
| Urban Financial Advisory Corp | 0.23% | Add +3.3% | 1,988 | $577K |
| Accel Wealth Management | 0.16% | Add +1.4% | 1,987 | $577K |
| Old Peak Finance LLC | 0.35% | — | 1,979 | $574K |
| Fortem Financial Group, LLC | 0.15% | Add +3.4% | 1,977 | $574K |
| Stone House Investment Management, LLC | 0.09% | Reduce -8.8% | 1,966 | $571K |
| Cora Capital Advisors LLC | 0.22% | Add +18.6% | 1,966 | $571K |
| Gallagher Capital Advisors, LLC | 0.37% | Reduce -30.3% | 1,957 | $570K |
| Aspen Grove Capital, LLC | 0.10% | Add +0.1% | 1,961 | $570K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.08% | Add +100.0% | 1,900 | $569K |
| Nautilus Advisors LLC | 0.37% | Add +0.1% | 1,960 | $569K |
| Fishman Jay A Ltd. | 0.05% | Reduce -0.7% | 1,952 | $567K |
| Magnolia Capital Management Ltd. | 0.42% | No change | 1,950 | $566K |
| Stockman Wealth Management, Inc. | 0.07% | Add +26.9% | 1,936 | $562K |
| FSM Wealth Advisors, LLC | 0.08% | Add +17.2% | 1,934 | $561K |
| Winebrenner Capital Management LLC | 0.37% | Reduce -1.6% | 1,931 | $560K |
| Brooklyn Investment Group | 0.03% | Add +0.5% | 1,908 | $560K |
| Webster Bank, N. A. | 0.05% | Reduce -8.5% | 1,927 | $559K |
| Kennicott Capital Management LLC | 0.27% | Reduce -6.6% | 1,925 | $559K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.46% | Add +12.5% | 1,917 | $556K |
| Optivise Advisory Services LLC | 0.32% | Add +17.2% | 1,908 | $554K |
| Lyell Wealth Management, LP | 0.04% | No change | 1,908 | $554K |
| Anchor Capital Advisors LLC | 0.02% | New | 1,908 | $554K |
| Ariadne Wealth Management, LP | 0.23% | No change | 1,850 | $552K |
| Ranch Capital Advisors Inc. | 0.20% | Add +0.2% | 1,902 | $552K |
| Capital Developers, LLC | 0.49% | — | 1,897 | $551K |
| First Bank & Trust | 0.09% | No change | 1,895 | $550K |
| Orcam Financial Group | 0.41% | Reduce -4.7% | 1,893 | $549K |
| Marion Wealth Management | 0.12% | No change | 1,837 | $549K |
| Hoese & Co LLP | 0.39% | Add +21.1% | 1,890 | $548K |
| Aspire Growth Partners LLC | 0.38% | Add +33.8% | 1,888 | $548K |
| Inman Jager Wealth Management, LLC | 0.34% | Reduce -13.9% | 1,888 | $548K |
| Goepper Burkhardt LLC | 0.18% | Reduce -6.2% | 1,883 | $547K |
| Turtle Creek Wealth Advisors, LLC | 0.04% | Reduce -1.6% | 1,876 | $544K |
| Sterling Financial Planning, Inc. | 0.16% | No change | 1,872 | $543K |
| Howard Wealth Management, LLC | 0.24% | Reduce -1.4% | 1,871 | $543K |
| Meridian Wealth Partners, LLC | 0.07% | Add +6.1% | 1,871 | $543K |
| Pettyjohn, Wood & White, Inc. | 0.09% | Add +0.1% | 1,869 | $542K |
| TruNorth Capital Management, LLC | 0.10% | No change | 1,866 | $542K |
| Canandaigua National Trust Co of Florida | 0.34% | Reduce -1.7% | 1,865 | $541K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Reduce -2.0% | 1,864 | $541K |
| Slow Capital, Inc. | 0.06% | Reduce -0.2% | 1,864 | $541K |
| Investment Planning Advisors, Inc. | 0.16% | Add +8.4% | 1,854 | $538K |
| Waterloo Capital, L.P. | 0.04% | Reduce -0.2% | 1,853 | $538K |
| GuidedMoney, LLC | 0.29% | — | 1,846 | $536K |
| Raffa Wealth Management, LLC | 0.08% | Add +0.8% | 1,846 | $536K |
| Jump Financial, LLC | 0.01% | New | 1,844 | $535K |
| Astoria Portfolio Advisors LLC. | 0.12% | Add +10.1% | 1,773 | $533K |
| Copia Wealth Management | 0.38% | Reduce -0.3% | 1,832 | $532K |
| Stonebridge Financial Group, LLC | 0.05% | No change | 1,831 | $531K |
| Luminvest Wealth Management LLC | 0.15% | Add +154.5% | 1,830 | $531K |
| Burkett Financial Services, LLC | 0.18% | Reduce -0.5% | 1,828 | $531K |
| Cape Investment Advisory, Inc. | 0.16% | Add +19.5% | 1,823 | $529K |
| BSW Wealth Partners | 0.06% | Reduce -26.3% | 1,821 | $528K |
| Beacon Investment Advisory Services, Inc. | 0.02% | Add +4.0% | 1,815 | $527K |
| Westmount Partners, LLC | 0.13% | Add +0.3% | 1,806 | $524K |
| Live Oak Private Wealth LLC | 0.07% | No change | 1,804 | $524K |
| Summit Trail Advisors, LLC | 0.01% | Add +7.3% | 1,800 | $523K |
| Washington Growth Strategies LLC | 0.34% | Reduce -8.6% | 1,800 | $522K |
| LaSalle St. Investment Advisors, LLC | 0.08% | Add +27.9% | 1,798 | $522K |
| Financial Partners Group, Inc | 0.06% | Add +0.4% | 1,757 | $520K |
| Westbourne Investments, Inc. | 0.24% | Add +0.1% | 1,773 | $515K |
| Opus Financial Solutions LLC | 0.48% | — | 1,769 | $513K |
| Am Investment Strategies LLC | 0.11% | New | 1,761 | $511K |
| Premier Path Wealth Partners, LLC | 0.07% | New | 1,757 | $510K |
| Grantvest Financial Group LLC | 0.33% | Reduce -1.1% | 1,756 | $510K |
| Sightline Wealth Advisors, LLC | 0.22% | Reduce -14.0% | 1,755 | $509K |
| SIMA Wealth Partners, LLC | 0.39% | No change | 1,754 | $509K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -4.8% | 1,690 | $509K |
| NorthLanding Financial Partners, LLC | 0.41% | Reduce -0.7% | 1,752 | $508K |
| Capital City Trust Co. | 0.11% | No change | 1,750 | $508K |
| Acorn Wealth Advisors, LLC | 0.15% | Reduce -5.0% | 1,750 | $508K |
| Tradewinds Capital Management, LLC | 0.11% | Add +0.8% | 1,747 | $507K |
| Shira Ridge Wealth Management | 0.20% | Reduce -1.6% | 1,744 | $506K |
| Huntleigh Advisors, Inc. | 0.09% | Reduce -1.3% | 1,743 | $506K |
| Davis R M Inc. | 0.01% | No change | 1,739 | $505K |
| Verum Partners LLC | 0.10% | Add +0.5% | 1,736 | $504K |
| Chicago Capital, LLC | 0.01% | Reduce -7.9% | 1,731 | $502K |
| Hutchens & Kramer Investment Management Group, LLC | 0.17% | Reduce -10.3% | 1,728 | $502K |
| Indiana Trust & Investment Management Co | 0.15% | No change | 1,726 | $501K |
| Capital Investment Counsel, LLC | 0.07% | New | 1,721 | $500K |
| Everstar Asset Management, LLC | 0.27% | No change | 1,715 | $498K |
| Accretive Wealth Partners, LLC | 0.15% | No change | 1,712 | $497K |
| Hickory Point Bank & Trust | 0.36% | No change | 1,700 | $493K |
| Hardy Reed LLC | 0.04% | Reduce -0.2% | 1,700 | $493K |
| Summit Wealth & Retirement Planning, Inc. | 0.12% | No change | 1,699 | $493K |
| CPC Advisors, LLC | 0.05% | Add +0.8% | 1,697 | $493K |
| Channel Wealth LLC | 0.12% | Reduce -15.2% | 1,692 | $491K |
| Private Management Group Inc. | 0.01% | No change | 1,692 | $491K |
| Heirloom Wealth Management | 0.11% | Add +2.3% | 1,690 | $490K |
| Centaurus Financial, Inc. | 0.02% | Add +6.7% | 1,685 | $489K |
| Good Harbor Advisors, Inc. | 0.57% | — | 1,684 | $489K |
| GHP Investment Advisors, Inc. | 0.02% | Reduce -2.5% | 1,682 | $488K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -9.5% | 1,681 | $488K |
| Asempa Wealth Advisors | 0.42% | — | 1,679 | $487K |
| Catalyst Financial Partners LLC | 0.05% | Reduce -0.6% | 1,671 | $485K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Reduce -1.3% | 1,669 | $484K |
| Client 1ST Advisory Group, LLC | 0.15% | Add +22.3% | 1,661 | $482K |
| marrick wealth, LLC | 0.39% | — | 1,657 | $481K |
| Bison Wealth, LLC | 0.05% | Add +26.3% | 1,687 | $481K |
| Townsquare Capital LLC | 0.11% | No change | 1,650 | $479K |
| Naples Global Advisors, LLC | 0.04% | No change | 1,649 | $479K |
| Signature Equity Partners, LLC | 0.26% | — | 1,648 | $478K |
| Newport Capital Group, LLC | 0.29% | Add +0.1% | 1,646 | $478K |
| Measured Wealth Private Client Group, LLC | 0.13% | Reduce -60.8% | 1,642 | $477K |
| Avestar Capital, LLC | 0.03% | Add +0.2% | 1,642 | $477K |
| Jefferson Bridge Capital, LLC | 0.48% | — | 1,638 | $475K |
| Fort Sheridan Advisors LLC | 0.06% | Reduce -27.3% | 1,633 | $474K |
| Norris Perne & French LLP | 0.03% | Add +61.1% | 1,630 | $473K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -9.4% | 1,630 | $473K |
| E6 Portfolios, LLC | 0.54% | — | 1,625 | $472K |
| RVW Wealth, LLC | 0.04% | No change | 1,622 | $471K |
| Marshall Financial Group, LLC | 0.09% | Reduce -17.8% | 1,619 | $470K |
| Washington Trust Advisors, Inc. | 0.04% | Add +4.9% | 1,616 | $469K |
| Cove Private Wealth, LLC | 0.14% | No change | 1,600 | $464K |
| River Wealth Advisors LLC | 0.05% | Reduce -1.9% | 1,596 | $463K |
| Crews Bank & Trust | 0.07% | Add +50.3% | 1,592 | $462K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 1,592 | $462K |
| Prosperity Advisers, LLC | 0.38% | — | 1,591 | $462K |
| Cladis Investment Advisory, LLC | 0.25% | No change | 1,590 | $461K |
| North Star Asset Management Inc. | 0.02% | Reduce -5.9% | 1,585 | $460K |
| Fairfield, Bush & Co. | 0.24% | Reduce -1.9% | 1,582 | $459K |
| GDS Wealth Management | 0.03% | Reduce -2.1% | 1,580 | $459K |
| Allred Capital Management, LLC | 0.17% | Add +0.1% | 1,577 | $458K |
| LMG Wealth Partners, LLC | 0.09% | Add +45.4% | 1,573 | $457K |
| MontVue Capital Management, Inc. | 0.30% | No change | 1,571 | $456K |
| Equitable Trust Co. | 0.02% | Reduce -4.7% | 1,567 | $455K |
| Covestor Ltd | 0.24% | Add +3.9% | 1,565 | $454K |
| Richards, Merrill & Peterson, Inc. | 0.17% | Add +2.3% | 1,562 | $453K |
| Opus Capital Group, LLC | 0.05% | Reduce -4.4% | 1,551 | $450K |
| Clearstead Trust, LLC | 0.07% | Add +3.6% | 1,543 | $448K |
| Gouws Capital LLC | 0.24% | No change | 1,541 | $447K |
| Joseph P. Lucia & Associates, LLC | 0.16% | Reduce -2.5% | 1,540 | $447K |
| Clarkston Capital Partners, LLC | 0.01% | New | 1,540 | $447K |
| Pursuit Wealth Management LLC | 0.38% | — | 1,538 | $446K |
| Granite Harbor Advisors, Inc. | 0.19% | No change | 1,538 | $446K |
| Patten & Patten Inc. | 0.03% | No change | 1,532 | $445K |
| InTrack Investment Management Inc | 0.25% | Reduce -6.0% | 1,531 | $444K |
| Myecfo, LLC | 0.19% | Reduce -8.4% | 1,530 | $444K |
| 180 Wealth Advisors, LLC | 0.05% | Reduce -1.2% | 1,529 | $444K |
| Independent Wealth Advisors LLC | 0.46% | — | 1,525 | $443K |
| Hardin Capital Partners, LLC | 0.21% | Add +0.2% | 1,524 | $442K |
| McCollum Christoferson Group LLC | 0.13% | No change | 1,523 | $442K |
| M1 Capital Management LLC | 0.18% | No change | 1,523 | $442K |
| Kavar Capital Partners Group, LLC | 0.06% | Add +8.2% | 1,520 | $441K |
| Retirement Financial Solutions, LLC | 0.13% | Add +0.7% | 1,519 | $441K |
| Pacific Sage Partners, LLC | 0.07% | Add +4.6% | 1,518 | $441K |
| Allodium Investment Consultants, LLC | 0.22% | Reduce -5.6% | 1,515 | $440K |
| Sage Financial Management Group, Inc. | 0.13% | Add +12.4% | 1,512 | $439K |
| Tempo Wealth, LLC | 0.08% | — | 1,510 | $438K |
| FourThought Financial Partners, LLC | 0.04% | Add +48.5% | 1,495 | $434K |
| MLP3, LLC | 0.47% | — | 1,495 | $434K |
| Serenus Wealth Advisors, LLC | 0.08% | No change | 1,495 | $434K |
| Polaris Investment Advisors, LLC | 0.31% | — | 1,488 | $432K |
| Asset Allocation & Management Company, LLC | 0.17% | No change | 1,486 | $431K |
| Quadcap Wealth Management, LLC | 0.05% | Add +0.1% | 1,483 | $430K |
| Strid Group, LLC | 0.05% | New | 1,480 | $430K |
| Semitam Bonam LLC | 0.36% | Add +3.4% | 1,477 | $429K |
| EPG Wealth Management LLC | 0.12% | Reduce -0.2% | 1,473 | $427K |
| Waters Parkerson & Co., LLC | 0.02% | No change | 1,472 | $427K |
| Madison Wealth Partners, Inc | 0.08% | Add +6.5% | 1,465 | $425K |
| Element Pointe Advisors, LLC | 0.08% | New | 1,464 | $425K |
| Wealthcare Capital Partners, LLC | 0.20% | Reduce -0.1% | 1,458 | $423K |
| Arthur M. Cohen & Associates, LLC | 0.07% | No change | 1,452 | $421K |
| Edge Financial Advisors LLC | 0.18% | Add +0.7% | 1,448 | $420K |
| Monetary Solutions, Ltd | 0.41% | — | 1,446 | $420K |
| 55 North Private Wealth, LLC | 0.11% | — | 1,444 | $419K |
| RAM Investment Partners, LLC | 0.08% | Reduce -0.1% | 1,437 | $417K |
| Thrive Wealth Management, LLC | 0.06% | Add +55.8% | 1,433 | $416K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -2.2% | 1,433 | $415K |
| Tilia Fiduciary Partners, Inc. | 0.23% | Add +15.0% | 1,432 | $415K |
| VERITY Wealth Advisors | 0.26% | Add +0.5% | 1,428 | $414K |
| Northeast Financial Group, Inc. | 0.10% | Reduce -0.8% | 1,425 | $414K |
| Amicus Financial Advisors, LLC | 0.12% | — | 1,422 | $413K |
| Tower View Wealth Management LLC | 0.20% | Add +0.8% | 1,422 | $413K |
| Berger Financial Group, Inc | 0.02% | Add +0.1% | 1,420 | $412K |
| Potentia Wealth | 0.15% | No change | 1,415 | $411K |
| Gibbs Wealth Management | 0.10% | No change | 1,373 | $410K |
| Zacks Investment Management | 0.00% | Add +20.6% | 1,412 | $410K |
| Redwood Financial Network Corp | 0.26% | Reduce -13.2% | 1,409 | $409K |
| 2UniFi Bank | 0.19% | No change | 1,408 | $409K |
| Abound Wealth Management | 0.10% | Add +9.3% | 1,408 | $409K |
| Smith Salley Wealth Management | 0.02% | No change | 1,407 | $408K |
| Canvas Wealth Advisors, LLC | 0.07% | Reduce -1.4% | 1,399 | $406K |
| Evolution Advisers, Inc. | 0.17% | No change | 1,394 | $404K |
| M.E. Allison & Co., Inc. | 0.27% | Add +58.7% | 1,392 | $404K |
| Wimmer Associates 1, LLC | 0.19% | No change | 1,389 | $403K |
| Radnor Capital Management, LLC | 0.06% | No change | 1,388 | $403K |
| Intelligence Driven Advisers, LLC | 0.06% | New | 1,388 | $403K |
| McDonald Partners LLC | 0.13% | Add +7.1% | 1,387 | $403K |
| Alta Wealth Advisors LLC | 0.13% | Add +0.4% | 1,386 | $402K |
| Granite FO LLC | 0.21% | No change | 1,385 | $402K |
| First National Bank of Mount Dora, Trust Investment Services | 0.09% | No change | 1,381 | $401K |
| LifeGuide Financial Advisors, LLC | 0.13% | No change | 1,364 | $399K |
| Meritage Portfolio Management | 0.03% | Add +0.4% | 1,374 | $399K |
| WealthShield Partners, LLC | 0.04% | Add +19.5% | 1,372 | $398K |
| 1ST Source Bank | 0.02% | No change | 1,371 | $398K |
| Bogart Wealth, LLC | 0.02% | Reduce -1.3% | 1,370 | $398K |
| FRG Family Wealth Advisors LLC | 0.06% | No change | 1,369 | $397K |
| Westside Investment Management, Inc. | 0.06% | No change | 1,366 | $397K |
| Summit Wealth Group LLC / Co. | 0.05% | New | 1,367 | $397K |
| S&T Bank | 0.13% | Reduce -1.5% | 1,365 | $396K |
| PTM Wealth Management, LLC | 0.22% | Add +19.8% | 1,335 | $395K |
| L.K. Benson & Company, P.C. | 0.20% | Reduce -22.9% | 1,362 | $395K |
| Silverlake Wealth Management LLC | 0.09% | Reduce -0.1% | 1,361 | $395K |
| Collaborative Wealth Managment Inc. | 0.14% | New | 1,359 | $394K |
| Grove Street Fiduciary, LLC | 0.16% | No change | 1,358 | $394K |
| DHJJ Financial Advisors, Ltd. | 0.13% | Add +65.6% | 1,358 | $394K |
| Jim Saulnier & Associates, LLC | 0.20% | Add +20.4% | 1,356 | $394K |
| Caldwell Sutter Capital, Inc. | 0.17% | Reduce -0.5% | 1,355 | $393K |
| Willis Johnson & Associates, Inc. | 0.02% | Reduce -4.8% | 1,355 | $393K |
| Tortoise Investment Management, LLC | 0.03% | Add +39.0% | 1,354 | $393K |
| Wayfinding Financial, LLC | 0.17% | No change | 1,352 | $392K |
| Clark Asset Management, LLC | 0.04% | Reduce -35.3% | 1,347 | $391K |
| Strategic Financial Services, Inc. | 0.02% | No change | 1,290 | $388K |
| Prepared Retirement Institute LLC | 0.19% | Add +0.1% | 1,333 | $387K |
| Cynosure Group, LLC | 0.04% | Add +0.1% | 1,333 | $387K |
| WealthCare Investment Partners, LLC | 0.11% | Add +11.0% | 1,316 | $385K |
| Legacy Capital Wealth Partners, LLC | 0.08% | Reduce -0.4% | 7,035 | $385K |
| Avaii Wealth Management, LLC | 0.14% | No change | 1,314 | $381K |
| Opal Capital LLC | 0.10% | — | 1,380 | $381K |
| Bfsg, LLC | 0.04% | Reduce -11.7% | 1,308 | $380K |
| Powerhouse Assets LLC | 0.33% | — | 1,306 | $379K |
| One Day In July LLC | 0.03% | Add +18.4% | 1,305 | $379K |
| Capstone Wealth Management Group LLC | 0.23% | Add +0.1% | 1,302 | $378K |
| MTM Investment Management, LLC | 0.12% | Add +5.1% | 1,302 | $378K |
| Trace Wealth Advisors, LLC | 0.27% | No change | 1,299 | $377K |
| Valley National Advisers Inc. | 0.05% | No change | 1,297 | $376K |
| Proficio Capital Partners LLC | 0.03% | Add +14.6% | 1,293 | $375K |
| Columbia Advisory Partners LLC | 0.25% | Add +18.3% | 1,289 | $374K |
| Vestor Capital, LLC | 0.03% | Reduce -46.6% | 689 | $374K |
| Ipsen Advisor Group LLC | 0.27% | Reduce -3.9% | 1,286 | $373K |
| Wick Capital Partners, LLC | 0.07% | No change | 1,284 | $373K |
| Morton Capital Management LLC | 0.06% | No change | 1,283 | $372K |
| Elgethun Capital Management | 0.06% | New | 1,281 | $372K |
| Blue Water Asset Management | 0.13% | — | 1,274 | $370K |
| Mathes Company, Inc. | 0.13% | No change | 1,270 | $369K |
| Falcon Wealth Planning | 0.03% | Reduce -1.2% | 1,271 | $369K |
| Investment Partners Asset Management, Inc. | 0.23% | Reduce -16.9% | 1,271 | $369K |
| Columbia Bank | 0.10% | No change | 1,270 | $369K |
| Stone Loft Wealth Management LLC | 0.35% | — | 1,270 | $369K |
| Seneca Financial Advisors LLC | 0.11% | No change | 1,267 | $368K |
| Clifford Swan Investment Counsel LLC | 0.01% | Add +4.1% | 1,266 | $367K |
| Claro Advisors Inc. | 0.05% | Reduce -13.9% | 1,256 | $364K |
| Essential Partners LLC | 0.11% | No change | 1,255 | $364K |
| Whalerock Point Partners, LLC | 0.07% | No change | 1,255 | $364K |
| Austin Wealth Management, LLC | 0.05% | Reduce -29.3% | 1,223 | $363K |
| Old Mission Investment Co LLC | 0.09% | No change | 1,251 | $363K |
| Gateway Wealth Partners, LLC | 0.04% | Add +38.0% | 1,241 | $360K |
| Shared Vision Wealth Group LLC | 0.15% | No change | 1,200 | $360K |
| United Advisor Group, LLC | 0.05% | Reduce -2.1% | 1,236 | $359K |
| Trustco Bank Corp. N Y | 0.32% | No change | 1,233 | $358K |
| Argent Advisors, Inc. | 0.10% | No change | 1,232 | $358K |
| David J Yvars Group | 0.19% | No change | 1,228 | $356K |
| Ally Invest Advisors Inc. | 0.02% | Add +2.7% | 1,227 | $356K |
| Regent Peak Wealth Advisors LLC | 0.07% | Add +0.1% | 1,223 | $355K |
| Breachway Investments LLC | 0.37% | — | 1,223 | $355K |
| Aviance Capital Partners, LLC | 0.04% | No change | 1,223 | $355K |
| Olistico Wealth, LLC | 0.17% | Reduce -23.1% | 1,221 | $354K |
| Financially in Tune, LLC | 0.33% | — | 1,216 | $353K |
| Invst, LLC | 0.04% | Add +58.9% | 1,212 | $352K |
| PCG Asset Management, LLC | 0.28% | Add +6.4% | 1,206 | $351K |
| Approach Retirement Advisors, LLC | 0.30% | — | 1,208 | $350K |
| Shepherd Financial Partners LLC | 0.03% | Reduce -22.4% | 1,203 | $349K |
| One Wealth Management Investment & Advisory Services, LLC | 0.38% | No change | 1,201 | $349K |
| Advisory Advocates, LLC | 0.35% | — | 1,201 | $349K |
| Grunden Financial Advisory, Inc. | 0.14% | No change | 1,200 | $348K |
| Cambridge Capital Management, LLC | 0.16% | Add +0.2% | 1,197 | $347K |
| YHB Investment Advisors, Inc. | 0.02% | No change | 1,195 | $347K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -29.9% | 1,193 | $346K |
| Greenwood Capital Associates LLC | 0.04% | Add +25.5% | 1,192 | $346K |
| Legacy Financial Advisors, Inc. | 0.05% | Add +13.9% | 1,190 | $345K |
| Private Wealth Partners, LLC | 0.02% | No change | 1,188 | $345K |
| Providence Capital Advisors, LLC | 0.06% | Reduce -2.9% | 1,187 | $344K |
| HT Partners LLC | 0.10% | No change | 1,186 | $344K |
| Citizens National Bank Trust Department | 0.06% | No change | 1,177 | $342K |
| SYM FINANCIAL Corp | 0.04% | Add +3.7% | 1,177 | $342K |
| First Financial Bank - Trust Division | 0.03% | Reduce -3.3% | 1,177 | $342K |
| UNIVEST FINANCIAL Corp | 0.02% | Reduce -12.1% | 1,173 | $340K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.11% | No change | 1,173 | $340K |
| Moment Partners, LLC | 0.07% | Reduce -43.5% | 1,169 | $339K |
| Kings Path Partners LLC | 0.12% | Reduce -2.4% | 1,168 | $339K |
| Penobscot Wealth Management | 0.10% | Add +0.7% | 1,167 | $339K |
| Sonoma Private Wealth LLC | 0.41% | Add +2.2% | 1,167 | $339K |
| Cahaba Wealth Management, Inc. | 0.02% | Reduce -5.0% | 1,166 | $338K |
| DGS Capital Management, LLC | 0.06% | Add +0.8% | 1,165 | $338K |
| Trust Co | 0.03% | Add +43.7% | 1,164 | $338K |
| Prosperity Planning, Inc. | 0.13% | No change | 1,163 | $338K |
| Ashton Thomas Securities, LLC | 0.06% | Reduce -19.8% | 1,162 | $337K |
| Strategic Advisors LLC | 0.05% | Reduce -56.3% | 1,159 | $336K |
| Commons Capital, LLC | 0.24% | New | 1,156 | $335K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 1,155 | $335K |
| Braun Stacey Associates Inc. | 0.01% | Reduce -5.9% | 1,155 | $335K |
| XTX Topco Ltd | 0.01% | New | 1,154 | $335K |
| Cadinha & Co. LLC | 0.05% | No change | 1,150 | $334K |
| Vicus Capital | 0.03% | Reduce -2.3% | 1,148 | $333K |
| Bluedoor Private Wealth, LLC | 0.15% | — | 1,145 | $332K |
| Ade, LLC | 0.16% | No change | 1,143 | $332K |
| Entrewealth, LLC | 0.15% | Reduce -31.6% | 1,099 | $331K |
| MKT Advisors LLC | 0.11% | No change | 1,116 | $331K |
| West Michigan Advisors, LLC | 0.08% | Add +2.1% | 1,136 | $330K |
| Aquire Wealth Advisors, LLC | 0.09% | Add +0.9% | 1,130 | $328K |
| Disciplined Investors, L.L.C. | 0.22% | Add +0.5% | 1,130 | $328K |
| Cornerstone Advisors Asset Management, LLC | 0.05% | Reduce -1.5% | 1,129 | $328K |
| Maridea Wealth Management LLC | 0.05% | No change | 1,127 | $327K |
| Sankala Group LLC | 0.26% | — | 1,066 | $326K |
| Compass Advisory Group LLC | 0.09% | Add +0.4% | 1,124 | $326K |
| Wealth Enhancement Trust Services, Inc. | 0.04% | — | 1,124 | $326K |
| Guardian Wealth Advisors, LLC | 0.18% | Reduce -10.3% | 1,122 | $326K |
| Ironwood Wealth Management, LLC. | 0.10% | Reduce -0.2% | 1,120 | $325K |
| Oath Planning, LLC | 0.32% | — | 1,118 | $324K |
| Cambria Investment Management, L.P. | 0.02% | Reduce -3.4% | 1,117 | $324K |
| Michels Family Financial, LLC | 0.24% | Add +7.3% | 1,111 | $322K |
| Money Concepts Capital Corp. | 0.02% | Reduce -7.7% | 1,108 | $322K |
| Frazier Financial Advisors, LLC | 0.19% | Reduce -8.8% | 1,099 | $319K |
| Madison Park Capital Advisors, LLC | 0.26% | Add +5.0% | 1,099 | $319K |
| Weitzel Financial Services, Inc. | 0.12% | Reduce -2.7% | 1,089 | $319K |
| Key Financial Inc | 0.06% | Add +28.4% | 1,095 | $318K |
| MA Private Wealth | 0.05% | Reduce -14.6% | 1,094 | $318K |
| Summit Wealth Group, LLC | 0.07% | Reduce -1.1% | 1,094 | $318K |
| GK Wealth Management LLC | 0.23% | Reduce -0.6% | 1,093 | $317K |
| Auctus Advisors LLC | 0.29% | — | 1,093 | $317K |
| Barrett & Company, Inc. | 0.11% | No change | 1,093 | $317K |
| Helium Advisors LLC | 0.32% | Add +0.7% | 1,091 | $317K |
| Edgemoor Investment Advisors, Inc. | 0.02% | No change | 1,090 | $316K |
| Foundation Wealth Management, LLC\PA | 0.11% | No change | 1,090 | $316K |
| Northern Lights Advisors, Inc. | 0.22% | — | 1,089 | $316K |
| HTG Investment Advisors, Inc. | 0.10% | No change | 1,089 | $316K |
| Miramar Capital, LLC | 0.07% | Add +2.7% | 1,088 | $316K |
| McLean Asset Management Corp | 0.06% | No change | 1,050 | $315K |
| Clearwater Capital Advisors, LLC | 0.03% | Reduce -3.3% | 1,084 | $315K |
| Dearborn Partners LLC | 0.02% | No change | 1,081 | $314K |
| Fragasso Financial Advisors Inc | 0.02% | Reduce -1.0% | 1,077 | $313K |
| Granite Group Advisors, LLC | 0.18% | New | 1,076 | $312K |
| Midwest Professional Planners, LTD. | 0.07% | Add +0.6% | 1,071 | $311K |
| ARS Wealth Advisors Group, LLC | 0.03% | Reduce -8.5% | 1,070 | $311K |
| Transatlantique Private Wealth LLC | 0.10% | No change | 1,057 | $307K |
| Prevail Innovative Wealth Advisors, LLC | 0.05% | Add +3.1% | 1,056 | $306K |
| SkyOak Wealth, LLC | 0.06% | No change | 1,053 | $306K |
| Performance Wealth Partners, LLC | 0.01% | Add +2.4% | 1,051 | $305K |
| Element Wealth, LLC | 0.13% | Add +0.1% | 1,051 | $305K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.09% | Reduce -32.3% | 1,048 | $304K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -26.0% | 1,047 | $304K |
| Embree Financial Group | 0.04% | Add +0.8% | 1,047 | $304K |
| Balboa Wealth Partners | 0.05% | Add +11.8% | 1,046 | $303K |
| Correct Capital Wealth Management | 0.06% | No change | 1,042 | $302K |
| Nova Wealth Management, Inc. | 0.21% | Add +4.5% | 1,038 | $301K |
| KWB Wealth | 0.03% | Add +4.1% | 1,037 | $301K |
| tru Independence LLC | 0.08% | Reduce -6.3% | 1,036 | $301K |
| American Financial & Tax Strategies Inc. | 0.15% | Reduce -6.1% | 1,031 | $299K |
| Lathrop Investment Management Co. | 0.05% | No change | 1,030 | $299K |
| American National Bank & Trust | 0.03% | No change | 1,027 | $298K |
| RCW Management, LLC | 0.30% | — | 1,025 | $297K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 990 | $297K |
| Hoxton Planning & Management, LLC | 0.09% | Reduce -2.0% | 1,020 | $296K |
| Merrithew & Thorsten Inc | 0.31% | — | 1,020 | $296K |
| Echo Wealth Management, LLC | 0.17% | No change | 1,016 | $295K |
| Old Port Advisors | 0.07% | No change | 1,016 | $295K |
| Herold Advisors, Inc. | 0.07% | Reduce -29.7% | 1,014 | $294K |
| Convergence Financial, LLC | 0.04% | Reduce -23.8% | 1,013 | $294K |
| Bensler, LLC | 0.03% | No change | 1,013 | $294K |
| Gateway Investment Advisers LLC | 0.00% | New | 1,012 | $294K |
| KOM Wealth Management Group, LLC | 0.21% | Add +0.7% | 1,011 | $294K |
| Midwest Financial Group LLC | 0.13% | No change | 1,011 | $293K |
| Acima Private Wealth, LLC | 0.09% | No change | 1,007 | $292K |
| Maimon Wealth Management LTD. | 0.27% | — | 1,003 | $291K |
| Tradition Wealth Management, LLC | 0.02% | Add +4.7% | 1,003 | $291K |
| Searle & Co. | 0.07% | No change | 1,000 | $290K |
| Cypress Point Wealth Management, LLC | 0.06% | No change | 1,000 | $290K |
| M Wealth Management, LLC | 0.25% | Add +0.8% | 1,000 | $290K |
| Courage Miller Partners, LLC | 0.09% | No change | 998 | $290K |
| Advocate Investing Services LLC | 0.26% | — | 997 | $289K |
| Glassman Wealth Services | 0.04% | Add +0.3% | 997 | $289K |
| ABLE Financial Group, LLC | 0.06% | Reduce -0.2% | 991 | $288K |
| Arvest Bank Trust Division | 0.02% | Add +8.2% | 990 | $287K |
| Marin Bay Wealth Advisors, LLC | 0.16% | — | 987 | $286K |
| Integris Wealth Management, LLC | 0.07% | Add +40.3% | 986 | $286K |
| Clarendon Private LLC | 0.24% | Add +0.5% | 984 | $286K |
| First National Advisers, LLC | 0.04% | No change | 980 | $284K |
| Private Capital Management, LLC | 0.03% | Add +0.7% | 979 | $284K |
| Register Financial Advisors LLC | 0.11% | Reduce -2.4% | 977 | $284K |
| Strategic Financial Planning, Inc. | 0.16% | No change | 975 | $283K |
| Roehl & Yi Investment Advisors, LLC | 0.11% | New | 975 | $283K |
| CCG Wealth Management, LLC | 0.12% | Reduce -2.3% | 974 | $283K |
| Dunhill Financial, LLC | 0.09% | Reduce -30.6% | 973 | $282K |
| Legacy Bridge, LLC | 0.11% | No change | 972 | $282K |
| Integrity Advisory Solutions, LLC | 0.04% | Add +18.1% | 971 | $282K |
| ATLas Financial Planning LLC | 0.28% | — | 970 | $282K |
| Traub Capital Management LLC | 0.27% | Add +5.6% | 968 | $281K |
| Arwa LLC | 0.16% | — | 967 | $281K |
| Tocqueville Asset Management L.P. | 0.00% | Add +0.1% | 965 | $280K |
| Kanawha Capital Management LLC | 0.02% | Reduce -1.0% | 965 | $280K |
| Daybright Advisory Services, Inc. | 0.07% | — | 963 | $279K |
| Summit Asset Management, LLC | 0.04% | No change | 962 | $279K |
| Miller Financial Services LLC | 0.33% | Add +4.3% | 961 | $279K |
| North Capital, Inc. | 0.24% | Add +0.6% | 961 | $279K |
| Axis Wealth Partners, LLC | 0.15% | Add +8.0% | 960 | $279K |
| Evolve Private Wealth, LLC | 0.02% | — | 959 | $278K |
| Lowery Thomas, LLC | 0.16% | Reduce -38.2% | 959 | $278K |
| GSG Advisors LLC | 0.07% | Add +0.3% | 956 | $278K |
| Cardinal Point Capital Management ULC | 0.02% | New | 956 | $277K |
| True Link Financial Advisors, LLC | 0.02% | New | 955 | $277K |
| Centurion Wealth Management LLC | 0.06% | Reduce -2.6% | 954 | $277K |
| Solstein Capital, LLC | 0.11% | Add +60.3% | 949 | $276K |
| BCS Wealth Management | 0.03% | New | 950 | $275K |
| Northwest Wealth Advisors, LLC | 0.21% | — | 948 | $275K |
| Cathy Pareto & Associates, Inc. | 0.19% | Add +0.7% | 947 | $275K |
| Southern Capital Advisors, LLC | 0.13% | Add +1.1% | 945 | $274K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -4.5% | 944 | $274K |
| Northeast Planning Associates, Inc. / NH / | 0.19% | No change | 943 | $274K |
| Financial Advisors Network, Inc. | 0.04% | Add +4.9% | 938 | $272K |
| Astoria Strategic Wealth, Inc. | 0.07% | Add +1.7% | 937 | $272K |
| Klingman & Associates, LLC | 0.01% | No change | 937 | $272K |
| One Wealth Advisors, LLC | 0.03% | No change | 935 | $271K |
| Regimen Wealth, LLC | 0.08% | Reduce -1.9% | 934 | $271K |
| Bay Capital Advisors, LLC | 0.16% | Reduce -13.1% | 931 | $270K |
| RMR Wealth Builders | 0.02% | Add +18.7% | 928 | $269K |
| Compass Financial Group, INC | 0.04% | Add +3.2% | 928 | $269K |
| Cooper Financial Group | 0.03% | No change | 922 | $267K |
| Balanced Wealth Group LLC | 0.10% | Add +6.0% | 911 | $267K |
| Intrepid Financial Planning Group LLC | 0.10% | Add +16.5% | 920 | $267K |
| Enzi Wealth | 0.09% | Add +1.0% | 887 | $266K |
| Petersen Hastings Wealth Advisors Inc. | 0.03% | — | 916 | $266K |
| Steinberganna Wealth Management | 0.12% | Add +6.0% | 913 | $265K |
| Townsend Asset Management Corp. /NC/ | 0.09% | Add +0.7% | 913 | $265K |
| Hubbell Strickland Wealth Management, LLC | 0.11% | Reduce -3.6% | 912 | $265K |
| Tounjian Advisory Partners, LLC | 0.09% | New | 912 | $265K |
| Pekin Hardy Strauss, Inc. | 0.02% | Add +1.7% | 909 | $264K |
| Sunburst Financial Group, LLC | 0.05% | Add +0.1% | 908 | $263K |
| Weaver Consulting Group | 0.06% | Add +0.1% | 907 | $263K |
| Ted Buchan & Co | 0.10% | Reduce -4.9% | 906 | $263K |
| Monument Group Wealth Advisors, LLC | 0.14% | Add +5.4% | 900 | $261K |
| Orleans Capital Management Corp. | 0.16% | No change | 900 | $261K |
| Calton & Associates, Inc. | 0.04% | Add +0.1% | 899 | $261K |
| Balefire, LLC | 0.05% | Add +3.5% | 897 | $260K |
| Team Hewins, LLC | 0.08% | No change | 897 | $260K |
| Ballast Financial Advisors LLC | 0.27% | — | 897 | $260K |
| OakTrust Wealth Advisors, LLC | 0.24% | — | 894 | $259K |
| Horizon Investment Services, LLC | 0.09% | Reduce -1.9% | 892 | $259K |
| Ellsworth Advisors, LLC | 0.05% | Add +0.5% | 859 | $259K |
| Greenfield Savings Bank | 0.11% | No change | 891 | $259K |
| URS Advisory LLC | 0.21% | — | 890 | $258K |
| Corundum Group, Inc. | 0.09% | No change | 890 | $258K |
| First Long Island Investors, LLC | 0.02% | No change | 890 | $258K |
| Denver Wealth Management, Inc. | 0.09% | Reduce -12.9% | 890 | $258K |
| First Pacific Financial | 0.03% | Add +0.7% | 889 | $258K |
| Compass Ion Advisors, LLC | 0.02% | Reduce -7.3% | 888 | $258K |
| Novus Advisors, LLC | 0.57% | Reduce -0.2% | 885 | $257K |
| Barr E S & Co. | 0.01% | Add +18.0% | 885 | $257K |
| Greenleaf Trust | 0.00% | Add +9.0% | 884 | $257K |
| First Financial Bankshares Inc | 0.01% | Add +14.4% | 883 | $256K |
| Tyche Wealth Partners LLC | 0.04% | Reduce -0.5% | 882 | $256K |
| Fiduciary Group, LLC | 0.02% | Reduce -22.7% | 878 | $255K |
| Osborne Partners Capital Management, LLC | 0.01% | Reduce -11.4% | 876 | $254K |
| Compass Financial Services Inc | 0.11% | Add +0.7% | 875 | $254K |
| Midwest Capital Advisors, LLC | 0.12% | Add +0.3% | 875 | $254K |
| Prasad Wealth Partners, LLC | 0.07% | Add +0.3% | 867 | $252K |
| Basso Capital Management, L.P. | 0.15% | No change | 867 | $252K |
| Gibson Wealth Advisors LLC | 0.17% | No change | 866 | $251K |
| Sittner & Nelson, LLC | 0.09% | Add +0.1% | 830 | $250K |
| Strategic Wealth Partners, Ltd. | 0.02% | Add +15.8% | 860 | $250K |
| DB&C Advisors, LLC | 0.31% | — | 860 | $250K |
| Rainier Family Wealth Inc. | 0.19% | New | 859 | $249K |
| Everpar Advisors LLC | 0.09% | No change | 859 | $249K |
| Plotkin Financial Advisors, LLC | 0.12% | No change | 857 | $249K |
| Destination Wealth Management | 0.01% | Add +21.2% | 853 | $248K |
| Saxon Interests, Inc. | 0.09% | Reduce -52.8% | 852 | $247K |
| Sharp Wealth Advisory, LLC | 0.12% | Reduce -14.7% | 850 | $247K |
| Sentry LLC | 0.07% | No change | 850 | $247K |
| Aureum Wealth Management, LLC | 0.23% | — | 849 | $246K |
| Hantz Financial Services, Inc. | 0.00% | Add +37.6% | 849 | $246K |
| Vermillion Wealth Management, Inc. | 0.10% | Add +0.8% | 845 | $245K |
| Trek Financial, LLC | 0.01% | Reduce -8.9% | 841 | $244K |
| Red Mountain Financial, LLC | 0.24% | New | 840 | $244K |
| BostonPremier Wealth LLC | 0.12% | No change | 840 | $244K |
| Valley Brook Capital Group, Inc. | 0.16% | Add +4.4% | 835 | $242K |
| Abner Herrman & Brock LLC | 0.02% | New | 832 | $241K |
| Abacus Planning Group, Inc. | 0.03% | No change | 830 | $241K |
| Passive Capital Management, LLC. | 0.08% | No change | 829 | $241K |
| Obermeyer Wealth Partners | 0.01% | No change | 828 | $240K |
| Strategic Wealth Investment Group, LLC | 0.03% | Reduce -52.7% | 827 | $240K |
| Creegan & Nassoura Financial Group, LLC | 0.16% | No change | 825 | $239K |
| Sound Stewardship, LLC | 0.11% | Add +0.1% | 821 | $238K |
| Flower City Capital | 0.12% | No change | 818 | $237K |
| LPWM LLC | 0.06% | Add +1.6% | 816 | $237K |
| Summit Global Investments | 0.01% | Add +0.4% | 814 | $236K |
| MRWM Advisors, LLC | 0.13% | No change | 811 | $235K |
| Patrick M Sweeney & Associates, Inc. | 0.15% | Reduce -0.4% | 810 | $235K |
| Next Capital Management LLC | 0.08% | New | 808 | $234K |
| Teachers Insurance & Annuity Association of America | 0.27% | Reduce -2.5% | 806 | $234K |
| Safeguard Investment Advisory Group, LLC | 0.06% | Reduce -20.4% | 805 | $234K |
| High Falls Advisors, Inc | 0.05% | No change | 801 | $233K |
| Trillium Asset Management, LLC | 0.01% | New | 801 | $232K |
| Confluence Wealth Services, Inc. | 0.01% | Add +1.3% | 801 | $232K |
| Bantamac Capital, LLC | 0.16% | No change | 800 | $232K |
| LFA - Lugano Financial Advisors SA | 0.12% | No change | 800 | $232K |
| Tradewinds, LLC. | 0.06% | No change | 799 | $232K |
| Wise Wealth Partners | 0.33% | New | 798 | $232K |
| HHM Wealth Advisors, LLC | 0.03% | Add +2.0% | 796 | $231K |
| Godsey & Gibb, Inc. | 0.02% | Add +9.5% | 795 | $231K |
| Barlow Wealth Partners, LLC | 0.02% | No change | 765 | $228K |
| Orrstown Financial Services Inc. | 0.04% | No change | 787 | $228K |
| Ewa, LLC | 0.06% | New | 786 | $228K |
| Middleton & Co. Inc. | 0.02% | No change | 784 | $228K |
| Carret Asset Management, LLC | 0.02% | Add +1.6% | 783 | $227K |
| Prospect Financial Group LLC | 0.21% | No change | 782 | $227K |
| Hudock, Inc. | 0.03% | Add +0.4% | 781 | $227K |
| DecisionPoint Financial, LLC | 0.05% | Add +71.0% | 778 | $226K |
| Lawood & Co. | 0.21% | — | 778 | $226K |
| Financial Life Advisors | 0.07% | New | 778 | $226K |
| Brooklyn FI, LLC | 0.05% | New | 776 | $225K |
| Baldwin Investment Management, LLC | 0.03% | Add +0.7% | 776 | $225K |
| Sensible Money, LLC | 0.07% | No change | 774 | $225K |
| Hengehold Capital Management LLC | 0.02% | Add +0.3% | 773 | $224K |
| C2C Wealth Management, LLC | 0.19% | No change | 772 | $224K |
| Main Management LLC | 0.02% | Add +68.4% | 773 | $224K |
| Towneley Capital Management, Inc / DE | 0.05% | Add +0.8% | 772 | $224K |
| Old North State Wealth Management, LLC | 0.11% | No change | 769 | $224K |
| Waycross Investment Management Co | 0.20% | New | 771 | $224K |
| NavPoint Financial, Inc. | 0.10% | Add +0.8% | 771 | $224K |
| Mattern Capital Management, LLC | 0.03% | No change | 770 | $223K |
| Raab & Moskowitz Asset Management LLC | 0.05% | No change | 769 | $223K |
| Maripau Wealth Management LLC | 0.10% | New | 768 | $223K |
| Rothschild Investment LLC | 0.01% | Add +9.4% | 766 | $222K |
| Carson Advisory Inc. | 0.12% | Reduce -3.0% | 765 | $222K |
| Wallace Capital Management Inc. | 0.03% | No change | 765 | $222K |
| Foster & Motley Inc. | 0.01% | No change | 765 | $222K |
| Gutierrez Wealth Advisory, LLC | 0.14% | Add +0.3% | 764 | $222K |
| Toth Financial Advisory Corp. | 0.02% | Reduce -16.9% | 764 | $222K |
| Benson Wealth Management INC | 0.25% | — | 763 | $221K |
| Bank of Nova Scotia | 0.00% | No change | 759 | $220K |
| Opal Wealth Advisors, LLC | 0.06% | Add +10.2% | 755 | $219K |
| Chilton Investment Co. Inc. | 0.00% | Reduce -40.5% | 755 | $219K |
| Auxano Advisors, LLC | 0.04% | No change | 753 | $219K |
| Brown, Lisle/Cummings, Inc. | 0.05% | No change | 751 | $218K |
| Burns J W & Co. Inc. | 0.02% | No change | 750 | $218K |
| Clark Financial Services Group Inc. | 0.12% | Add +2.7% | 733 | $217K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 746 | $217K |
| London Co. of Virginia | 0.00% | Add +1283.3% | 747 | $217K |
| WealthTrust Axiom LLC | 0.06% | No change | 746 | $216K |
| Atlatl Advisers LLC | 0.08% | Reduce -0.1% | 745 | $216K |
| Miramontes Capital, LLC | 0.07% | — | 744 | $216K |
| Van Diest Capital, LLC | 0.32% | — | 743 | $216K |
| Burney Co./ | 0.01% | No change | 737 | $214K |
| Capital Advisors Inc. | 0.00% | Reduce -3.5% | 736 | $214K |
| Beaumont Asset Management, L.L.C. | 0.11% | No change | 734 | $213K |
| Violich Capital Management, Inc. | 0.02% | No change | 730 | $212K |
| Strategic Financial Partners, Ltd. | 0.09% | No change | 729 | $212K |
| August Group Capital Ltd | 0.23% | — | 726 | $211K |
| Belleair Asset Management, LLC | 0.20% | — | 726 | $211K |
| Trilogy Capital Inc. | 0.01% | New | 724 | $210K |
| Baker Avenue Asset Management, LP | 0.00% | New | 720 | $209K |
| Noesis Capital Mangement Corp. | 0.03% | New | 720 | $209K |
| Cardiff Park Advisors, LLC | 0.02% | Add +0.6% | 720 | $209K |
| Tolleson Wealth Management, Inc. | 0.03% | New | 719 | $209K |
| Mycio Wealth Partners, LLC | 0.04% | Add +0.1% | 718 | $208K |
| Mechanics Bank Trust Department | 0.03% | No change | 717 | $208K |
| Azimuth Capital Investment Management LLC | 0.01% | Add +2.1% | 715 | $208K |
| Nicholson Wealth Management Group, LLC | 0.12% | No change | 714 | $207K |
| Sunflower Bank, N.A. | 0.05% | No change | 712 | $207K |
| Byrne Asset Management LLC | 0.12% | No change | 710 | $206K |
| Smith Chas P & Associates Pa Cpas | 0.01% | New | 710 | $206K |
| Narwhal Capital Management | 0.01% | No change | 709 | $206K |
| HFG Advisors, Inc. | 0.15% | Add +1.4% | 708 | $205K |
| Spirepoint Private Client, LLC | 0.02% | No change | 708 | $205K |
| Catalina Capital Group, LLC | 0.13% | No change | 707 | $205K |
| Central Valley Advisors, LLC | 0.06% | No change | 707 | $205K |
| CLG LLC | 0.05% | Add +0.7% | 705 | $205K |
| Global Trust Asset Management, LLC | 0.08% | Add +19.1% | 704 | $204K |
| Gray Private Wealth, LLC | 0.10% | Reduce -3.0% | 703 | $204K |
| Fielder Capital Group LLC | 0.04% | New | 702 | $204K |
| Grant Private Wealth Management Inc | 0.12% | No change | 700 | $203K |
| McNamara Financial Services, Inc. | 0.04% | No change | 700 | $203K |
| DF Dent & Co. Inc. | 0.00% | No change | 700 | $203K |
| Riversedge Advisors, LLC | 0.03% | Reduce -38.8% | 699 | $203K |
| 626 Financial, LLC | 0.09% | New | 696 | $202K |
| Westwood Wealth Management | 0.15% | New | 696 | $202K |
| Lionshead Wealth Management, LLC | 0.15% | New | 696 | $202K |
| Richardson Capital Management LLC | 0.10% | Reduce -17.2% | 695 | $202K |
| Solidarity Wealth, LLC | 0.04% | New | 694 | $201K |
| Christine Messmer PC | 0.13% | — | 692 | $201K |
| Northern Capital Management, Inc. | 0.11% | Reduce -8.7% | 691 | $201K |
| Valued Retirements, Inc. | 0.20% | New | 691 | $200K |
| Windsor Advisory Group, LLC | 0.18% | New | 687 | $199K |
| United Community Bank | 0.07% | Add +8.5% | 667 | $194K |
| Fairman Group, LLC | 0.15% | Reduce -25.6% | 667 | $193K |
| Morling Financial Advisors, LLC | 0.06% | Reduce -14.7% | 650 | $189K |
| 10Elms LLP | 0.19% | No change | 640 | $186K |
| Princeton Global Asset Management LLC | 0.03% | Reduce -13.5% | 639 | $185K |
| C M Bidwell & Associates Ltd. | 0.09% | Add +0.2% | 638 | $185K |
| Rossby Financial, LCC | 0.06% | Reduce -9.5% | 637 | $185K |
| Tompkins Financial Corp. | 0.01% | No change | 632 | $183K |
| Park Place Capital Corp | 0.04% | Add +0.2% | 624 | $181K |
| Orion Capital Management LLC | 0.06% | Add +0.3% | 619 | $180K |
| Red Lighthouse Investment Management, LLC | 0.06% | No change | 613 | $178K |
| Align Financial, LLC | 0.10% | — | 176,965 | $177K |
| Ameriflex Group, Inc. | 0.09% | Reduce -49.9% | 608 | $176K |
| GGM Financial LLC | 0.08% | Add +112.2% | 590 | $171K |
| Dagco, Inc. | 0.04% | Reduce -3.6% | 589 | $171K |
| Rice Partnership, LLC | 0.02% | Reduce -2.7% | 579 | $168K |
| Clean Yield Group | 0.05% | No change | 568 | $165K |
| Realta Investment Advisors | 0.05% | Add +0.2% | 563 | $163K |
| Reyes Financial Architecture, Inc. | 0.09% | Reduce -2.1% | 503 | $146K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 499 | $145K |
| Intelligent Financial Strategies | 0.07% | Add +0.4% | 497 | $144K |
| Retirement Wealth Solutions LLC | 0.09% | Add +60.8% | 492 | $143K |
| Colonial Trust Advisors | 0.01% | Add +0.8% | 489 | $142K |
| Sellwood Investment Partners LLC | 0.06% | Reduce -87.6% | 489 | $142K |
| Ceeto Capital Group, LLC | 0.04% | No change | 481 | $140K |
| New Millennium Group LLC | 0.06% | Reduce -4.0% | 482 | $140K |
| Garton & Associates Financial Advisors LLC | 0.08% | — | 480 | $139K |
| Triumph Capital Management | 0.03% | New | 476 | $138K |
| SBI Securities Co., Ltd. | 0.00% | Add +0.2% | 475 | $138K |
| Family CFO Inc | 0.06% | New | 469 | $136K |
| Family Manage LLC | 0.02% | No change | 469 | $136K |
| Millstone Evans Group, LLC | 0.08% | Add +10.8% | 461 | $134K |
| Laurel Wealth Advisors LLC | 0.02% | New | 456 | $132K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Add +13.8% | 455 | $132K |
| Integrity Financial Corp | 0.07% | Reduce -76.4% | 448 | $130K |
| Richardson Financial Services Inc. | 0.04% | Add +2.1% | 446 | $129K |
| North Ridge Wealth Advisors, Inc. | 0.07% | No change | 440 | $128K |
| Front Row Advisors LLC | 0.04% | No change | 439 | $127K |
| Centennial Bank | 0.05% | No change | 436 | $127K |
| Hollencrest Capital Management | 0.00% | No change | 431 | $125K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Add +29.6% | 425 | $123K |
| Seneschal Advisors, LLC | 0.09% | No change | 415 | $120K |
| Go Invest LLC | 0.04% | — | 413 | $120K |
| Mb, Levis & Associates, LLC | 0.05% | Reduce -16.8% | 407 | $118K |
| Entrust Financial LLC | 0.09% | — | 406 | $118K |
| Ares Financial Consulting, LLC | 0.11% | — | 404 | $117K |
| Breakwater Investment Management | 0.04% | No change | 404 | $117K |
| NWK Group, Inc. | 0.04% | No change | 402 | $117K |
| Quest 10 Wealth Builders, Inc. | 0.10% | Reduce -0.5% | 391 | $113K |
| Birch Capital Management, LLC | 0.06% | No change | 391 | $113K |
| Tucker Asset Management LLC | 0.03% | Add +21.5% | 390 | $113K |
| Provident Wealth Management, LLC | 0.03% | No change | 374 | $109K |
| Cary Street Partners Investment Advisory LLC | 0.03% | No change | 372 | $108K |
| Financial Perspectives, Inc | 0.03% | Add +8.7% | 362 | $105K |
| CVA Family Office, LLC | 0.01% | Add +0.3% | 360 | $105K |
| Bell Investment Advisors, Inc | 0.02% | No change | 352 | $102K |
| Core Alternative Capital | 0.03% | New | 350 | $102K |
| Hilton Head Capital Partners, LLC | 0.06% | — | 348 | $101K |
| Proathlete Wealth Management LLC | 0.03% | No change | 345 | $100K |
| Harbor Asset Planning, Inc. | 0.08% | Add +0.9% | 330 | $96K |
| Estate Planners Group, LLC | 0.04% | — | 328 | $95K |
| Westfuller Advisors, LLC | 0.04% | Add +0.6% | 328 | $95K |
| Key Capital Management, INC | 0.09% | — | 327 | $95K |
| TrustBank | 0.04% | — | 320 | $93K |
| Elevated Capital Advisors, LLC | 0.02% | New | 317 | $92K |
| Maryland Capital Advisors Inc. | 0.03% | No change | 316 | $92K |
| Jessup Wealth Management, Inc | 0.03% | New | 311 | $90K |
| Nemes Rush Group LLC | 0.01% | Add +18.9% | 309 | $90K |
| IMG Wealth Management, Inc. | 0.06% | Reduce -30.9% | 307 | $89K |
| Gladwyn Financial Advisors, Inc. | 0.06% | Add +1.0% | 304 | $88K |
| SWAN Capital LLC | 0.03% | Add +0.7% | 297 | $86K |
| Broadwater Capital Management LLC | 0.06% | No change | 290 | $84K |
| BankPlus Trust Department | 0.02% | Add +4.0% | 286 | $83K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 282 | $82K |
| Wealth Preservation Advisors, LLC | 0.04% | No change | 281 | $82K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 281 | $82K |
| Kozak & Associates, Inc. | 0.02% | Reduce -8.5% | 269 | $80K |
| Chesapeake Asset Management LLC | 0.07% | New | 276 | $80K |
| Redmont Wealth Advisors LLC | 0.12% | Add +17.0% | 275 | $80K |
| Strategic Investment Solutions, Inc. | 0.02% | No change | 274 | $80K |
| Motco | 0.01% | Add +12.1% | 269 | $78K |
| Anfield Capital Management, LLC | 0.02% | No change | 267 | $77K |
| Piedmont Capital Management, LLC | 0.05% | — | 265 | $77K |
| Hanson & Doremus Investment Management | 0.01% | No change | 255 | $74K |
| Morris Financial Concepts, Inc. | 0.03% | No change | 253 | $73K |
| Sawyer & Company, Inc | 0.03% | Add +4.2% | 246 | $71K |
| SRH Advisors, LLC | 0.02% | No change | 245 | $71K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | No change | 242 | $70K |
| Sterling Capital Management LLC | 0.00% | No change | 240 | $70K |
| Arlington Trust Co LLC | 0.01% | No change | 238 | $69K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | Add +88.1% | 237 | $69K |
| Fairscale Capital, LLC | 0.04% | No change | 232 | $67K |
| Bernard Wealth Management Corp. | 0.03% | No change | 225 | $65K |
| Quent Capital, LLC | 0.00% | Add +12.5% | 225 | $65K |
| Global Wealth Strategies & Associates | 0.02% | Reduce -73.7% | 225 | $65K |
| Bradley & Co. Private Wealth Management, LLC | 0.03% | No change | 220 | $64K |
| Hoey Investments, Inc. | 0.01% | Add +0.9% | 219 | $64K |
| Aspect Partners, LLC | 0.03% | No change | 217 | $63K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | No change | 217 | $63K |
| Basepoint Wealth LLC | 0.04% | New | 203 | $59K |
| Dorato Capital Management | 0.04% | — | 196 | $59K |
| one8zero8, LLC | 0.01% | No change | 202 | $59K |
| Zions Bancorporation, National Association | 0.00% | Reduce -54.9% | 201 | $58K |
| Kingdom Financial Group LLC. | 0.02% | New | 201 | $58K |
| Winch Advisory Services, LLC | 0.01% | Add +0.5% | 200 | $58K |
| Legacies Wealth LLC | 0.03% | No change | 200 | $58K |
| Maseco LLP | 0.00% | New | 196 | $57K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | Add +95.0% | 195 | $57K |
| Insight Inv LLC | 0.03% | No change | 191 | $55K |
| Financial Connections Group, Inc. | 0.02% | Reduce -6.8% | 191 | $55K |
| PFS Partners, LLC | 0.03% | Add +1.1% | 188 | $54K |
| Concord Wealth Partners | 0.01% | Reduce -38.6% | 186 | $54K |
| LRI Investments, LLC | 0.00% | No change | 185 | $54K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 178 | $52K |
| Westend Capital Management, LLC | 0.01% | No change | 175 | $51K |
| YANKCOM Partnership | 0.02% | Add +64.1% | 169 | $49K |
| American Wealth Advisors, LLC | 0.05% | Add +0.6% | 168 | $49K |
| Newton One Investments LLC | 0.01% | No change | 167 | $48K |
| Ankerstar Wealth, LLC | 0.05% | — | 165 | $48K |
| Corsicana & Co. | 0.02% | No change | 153 | $44K |
| ORG Partners LLC | 0.01% | Add +14.6% | 149 | $43K |
| MGB Wealth Management, LLC | 0.01% | No change | 147 | $43K |
| West Paces Advisors Inc. | 0.01% | Add +1023.1% | 146 | $42K |
| Evolution Wealth Management Inc. | 0.03% | New | 144 | $42K |
| Hamilton Point Investment Advisors, LLC | 0.01% | New | 144 | $42K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 141 | $41K |
| Blume Capital Management, Inc. | 0.01% | No change | 139 | $40K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 133 | $40K |
| Walsh & Associates, LLC | 0.04% | — | 137 | $40K |
| HighMark Wealth Management LLC | 0.02% | Add +57.0% | 135 | $39K |
| CGC Financial Services, LLC | 0.01% | No change | 132 | $38K |
| Financial Network Wealth Advisors LLC | 0.04% | Reduce -0.8% | 130 | $38K |
| Pillar Financial Advisors, LLC | 0.02% | No change | 127 | $37K |
| ESL Trust Services, LLC | 0.01% | No change | 125 | $36K |
| Archer Investment Corp | 0.01% | Reduce -35.1% | 124 | $36K |
| IFC & Insurance Marketing, Inc. | 0.04% | — | 125 | $36K |
| Ulland Investment Advisors, LLC | 0.03% | No change | 124 | $36K |
| Portfolio Resources Advisor Group, Inc. | 0.04% | — | 124 | $36K |
| Your Advocates Ltd., LLP | 0.01% | No change | 124 | $36K |
| Darwin Wealth Management, LLC | 0.01% | New | 123 | $36K |
| Piscataqua Savings Bank | 0.02% | No change | 122 | $35K |
| Coston, McIsaac & Partners | 0.01% | No change | 121 | $35K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 120 | $35K |
| Tripletail Wealth Management, LLC | 0.04% | No change | 120 | $35K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -95.1% | 116 | $35K |
| Pacifica Partners Inc. | 0.02% | Reduce -69.5% | 117 | $34K |
| CNB Bank | 0.01% | No change | 118 | $34K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 119 | $34K |
| Affinity Wealth LLC | 0.02% | New | 114 | $33K |
| Clarity Asset Management, Inc. | 0.02% | Add +0.9% | 111 | $32K |
| Clark Wealth Partners | 0.02% | No change | 109 | $31K |
| Cambient Family Office, LLC | 0.00% | — | 108 | $31K |
| Timmons Wealth Management, LLC | 0.03% | — | 107 | $31K |
| Luken Investment Analytics, LLC | 0.01% | New | 106 | $31K |
| Birchwood Financial Partners, Inc. | 0.03% | — | 104 | $30K |
| Atomic Invest LLC | 0.02% | — | 100 | $29K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -15.8% | 96 | $28K |
| Versant Capital Management, Inc | 0.00% | Reduce -87.2% | 94 | $27K |
| Resources Management Corp. /CT/ | 0.00% | No change | 94 | $27K |
| Greykasell Wealth Strategies, Inc. | 0.01% | Add +8.1% | 93 | $27K |
| New Republic Capital, LLC | 0.01% | No change | 89 | $26K |
| TCTC Holdings, LLC | 0.00% | No change | 88 | $26K |
| Basecamp Wealth Advisors LLC | 0.01% | — | 88 | $26K |
| IMA Advisory Services, Inc. | 0.00% | No change | 88 | $26K |
| Blueline Advisors LLC | 0.02% | — | 83 | $24K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 80 | $23K |
| Aventura Private Wealth, LLC | 0.01% | No change | 79 | $23K |
| Colony Family Offices, LLC | 0.01% | No change | 79 | $23K |
| Raleigh Capital Management Inc. | 0.01% | No change | 78 | $23K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 78 | $23K |
| Ascentis Wealth Management, LLC | 0.01% | Add +34.5% | 74 | $22K |
| Hurley Capital, LLC | 0.01% | Add +1.4% | 73 | $21K |
| Kentucky Trust Co | 0.01% | No change | 71 | $21K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 65 | $19K |
| Reflection Asset Management | 0.01% | — | 63 | $18K |
| Winnacle Wealth LLC | 0.01% | New | 60 | $17K |
| Private Wealth Management Group, LLC | 0.00% | Add +1375.0% | 59 | $17K |
| Van Eck Associates Corp. | 0.00% | No change | 58 | $17K |
| Elyxium Wealth, LLC | 0.00% | New | 54 | $16K |
| Capital Investment Counsel, Inc | 0.00% | New | 54 | $16K |
| Davis Capital Management | 0.01% | No change | 53 | $15K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 53 | $15K |
| Old Second National Bank of Aurora | 0.00% | No change | 52 | $15K |
| McGuire Capital Advisors Inc. | 0.01% | — | 49 | $14K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -34.3% | 48 | $14K |
| Sfam, LLC | 0.01% | — | 47 | $14K |
| Thompson Investment Management, Inc. | 0.00% | No change | 45 | $13K |
| Fourth Dimension Wealth, LLC | 0.00% | Reduce -4.7% | 41 | $12K |
| Quaker Wealth Management, LLC | 0.00% | No change | 40 | $12K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 39 | $11K |
| Palouse Capital Management, Inc. | 0.01% | New | 38 | $11K |
| Motiv8 Investments LLC | 0.01% | New | 37 | $11K |
| CFG Wealth Management Services, Inc. | 0.01% | — | 36 | $11K |
| Financial Consulate, Inc. | 0.00% | Reduce -25.5% | 35 | $10K |
| Creative Capital Management Investments LLC | 0.00% | New | 34 | $10K |
| Wallace Hart LLC | 0.01% | No change | 32 | $9K |
| Security National Bank | 0.00% | Add +433.3% | 32 | $9K |
| General Partner, Inc. | 0.00% | New | 29 | $8K |
| Wilkerson Advisory Group LLC | 0.00% | — | 27 | $8K |
| Gen-Wealth Partners Inc | 0.00% | No change | 27 | $8K |
| WPG Advisers, LLC | 0.01% | Add +38.9% | 25 | $7K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 24 | $7K |
| Wolff Wiese Magana LLC | 0.00% | No change | 23 | $7K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 23 | $7K |
| Wealth Watch Advisors, INC | 0.00% | No change | 21 | $6K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 21 | $6K |
| Cheviot Value Management, LLC | 0.00% | No change | 20 | $6K |
| Hamrick Investment Counsel, llc | 0.00% | — | 20 | $6K |
| Bank & Trust Co | 0.00% | No change | 20 | $6K |
| 1 North Wealth Services LLC | 0.00% | New | 20 | $6K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 20 | $6K |
| Networth Advisors, LLC | 0.00% | — | 19 | $6K |
| MV Capital Management, Inc. | 0.00% | No change | 18 | $5K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 17 | $5K |
| GoalVest Advisory LLC | 0.00% | New | 17 | $5K |
| Avalon Trust Co | 0.00% | No change | 11 | $3K |
| Arvest Investments, Inc. | 0.00% | No change | 11 | $3K |
| BNP Paribas Financial Markets | 0.00% | Add +1000.0% | 11 | $3K |
| Bayban | 0.00% | — | 10 | $3K |
| Viewpoint Capital Management LLC | 0.00% | No change | 9 | $3K |
| Red Tortoise LLC | 0.00% | New | 6 | $2K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 6 | $2K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 6 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -86.8% | 5 | $1K |
| Robbins Farley | 0.00% | No change | 4 | $1K |
| HFM Investment Advisors, LLC | 0.00% | Add +33.3% | 4 | $932 |
| Godfrey Financial Associates, Inc. | 0.00% | — | 3 | $871 |
| Eukles Asset Management | 0.00% | No change | 2 | $580 |
| Brandywine Asset Management, Inc. | 0.00% | — | 1 | $296 |
| Imprint Wealth LLC | 0.00% | No change | 1 | $290 |
| RHL Group, LLC | 0.00% | — | 1 | $290 |
"% 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.