Vanguard S&P 500 ETFVOOETF
13F holders, Q1 2024 (March 31)2,747holders
8famous investors
$476.96avg. 13F price*
At the end of Q1 2024, 2,747 institutions reported holding Vanguard S&P 500 ETF (VOO) in their 13F filings. The largest holders were Vanguard Group Inc. ($12.2B), Raymond James & Associates ($11.1B) and Bank of America Corp. ($10.8B). 8 famous investors held it, including Leon Cooperman (0.9% of Omega Advisors (Leon Cooperman)'s portfolio), Ken Fisher (0.4% of Fisher Asset Management's portfolio) and Prem Watsa (0.3% of Fairfax Financial Holdings's portfolio).
- Company
- Vanguard S&P 500 ETF
- CUSIP
- 922908363
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 167 | $1.2B |
| Exits | 91 | $925.8M |
Ownership 2,747 holders
| Vanguard Group Inc. | 0.24% | Add +11.2% | 25,386,297 | $12.2B |
| Raymond James & Associates | 7.50% | Reduce -0.8% | 23,007,404 | $11.1B |
| Bank of America Corp. | 1.07% | Add +3.4% | 22,568,819 | $10.8B |
| JPMorgan Chase & Co. | 0.91% | Add +95.8% | 21,245,952 | $10.2B |
| Morgan Stanley | 0.75% | Add +7.8% | 19,514,638 | $9.4B |
| Envestnet Asset Management Inc. | 2.22% | Reduce -1.5% | 12,382,058 | $6.0B |
| Goldman Sachs Group Inc. | 1.24% | Reduce -18.9% | 12,217,797 | $5.9B |
| Acorns Advisers, LLC | 42.66% | Add +0.9% | 7,946,634 | $3.8B |
| Wells Fargo & Company | 0.56% | Add +4.0% | 4,383,615 | $2.1B |
| LPL Financial LLC | 1.02% | Add +1.2% | 3,947,444 | $1.9B |
| Bank of New York Mellon Corp | 0.36% | Reduce -0.1% | 3,915,821 | $1.9B |
| Ameriprise Financial Inc. | 0.52% | Add +1.4% | 3,910,664 | $1.9B |
| Mercer Global Advisors Inc. | 5.02% | Add +13.3% | 3,672,746 | $1.8B |
| Royal Bank of Canada | 0.41% | Add +19.4% | 3,474,726 | $1.7B |
| Cerity Partners LLC | 4.18% | Reduce -62.7% | 3,307,620 | $1.6B |
| UBS Group AG | 0.51% | Add +5.2% | 3,232,399 | $1.6B |
| Assetmark, Inc. | 4.97% | Add +2.5% | 3,182,670 | $1.5B |
| Raymond James Financial Services Advisors, Inc. | 2.16% | Add +3.4% | 3,021,932 | $1.5B |
| National Mutual Insurance Federation of Agricultural Cooperatives | 14.36% | No change | 2,827,650 | $1.4B |
| Truist Financial Corp. | 1.74% | Add +4.7% | 2,388,344 | $1.1B |
| E-L Financial Corp Ltd | 100.00% | Add +0.0% | 1,654,272 | $1.1B |
| Envestnet Portfolio Solutions, Inc. | 3.82% | Reduce -3.5% | 2,115,753 | $1.0B |
| Wolverine Trading, LLC | 10.20% | Add +31.4% | 2,088,228 | $1.0B |
| Mirae Asset Global Investments Co., Ltd. | 2.15% | Add +3.9% | 2,046,764 | $983.9M |
| Cambridge Investment Research Advisors, Inc. | 3.57% | Add +1.4% | 1,927,563 | $926.6M |
| FJ Investments, LLC | 79.81% | Reduce -8.1% | 1,902,884 | $914.7M |
| United Capital Financial Advisors, LLC | 7.45% | Reduce -7.1% | 1,877,813 | $902.7M |
| HighTower Advisors, LLC | 1.37% | Reduce -2.1% | 1,750,322 | $841.2M |
| Citigroup Inc. | 0.87% | Reduce -0.0% | 1,666,646 | $801.2M |
| Fisher Asset Management | 0.36% | Add +3.1% | 1,610,690 | $774.3M |
| Jones Financial Companies LLLP | 0.95% | Add +17.9% | 1,449,445 | $696.7M |
| Northwestern Mutual Wealth Management Co. | 0.70% | Add +9.0% | 1,422,769 | $684.0M |
| Stifel Financial Corp. | 0.78% | Add +0.8% | 1,415,516 | $680.5M |
| Pathstone Holdings, LLC | 3.15% | Add +3.2% | 1,391,777 | $669.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 15.00% | Add +19.3% | 1,371,080 | $659.1M |
| JMG Financial Group, Ltd. | 24.18% | Add +1.0% | 1,319,172 | $634.1M |
| Commonwealth Equity Services, LLC | 1.03% | Add +3.9% | 1,291,642 | $620.9M |
| Glenmede Trust Co. NA | 3.09% | Add +1.1% | 1,283,551 | $617.0M |
| Creative Planning | 0.65% | Add +12.5% | 1,223,669 | $588.2M |
| Cetera Investment Advisers | 1.37% | Add +352.1% | 1,210,324 | $581.8M |
| Charles Schwab Investment Advisory, Inc. | 0.79% | Reduce -5.2% | 1,193,977 | $573.9M |
| Angeles Investment Advisors, LLC | 30.26% | Add +1.8% | 1,184,129 | $569.2M |
| Corient Private Wealth LP | 0.99% | Reduce -2.7% | 1,152,414 | $554.0M |
| Systematic Alpha Investments, LLC | 21.82% | No change | 1,132,544 | $544.4M |
| Wealthspire Advisors, LLC | 7.21% | Reduce -1.6% | 1,125,075 | $540.8M |
| FFT Wealth Management LLC | 46.43% | Add +318.3% | 1,121,847 | $539.3M |
| Schroder Investment Management Group | 0.62% | Reduce -0.6% | 1,092,843 | $525.3M |
| Rockefeller Capital Management L.P. | 1.44% | Add +26.5% | 1,023,483 | $492.0M |
| Captrust Financial Advisors | 1.81% | Add +10.4% | 1,022,710 | $491.6M |
| Call To Action Foundation | 100.00% | Add +0.3% | 999,481 | $480.5M |
| Osaic Holdings, Inc. | 1.06% | Reduce -48.2% | 984,612 | $473.4M |
| Focus Partners Wealth | 3.76% | Add +10.6% | 962,808 | $462.8M |
| Cambridge Associates LLC /Ma/ | 24.70% | Add +4.5% | 960,293 | $461.6M |
| Northwestern Mutual Investment Management Company, LLC | 12.05% | Reduce -4.7% | 958,896 | $460.9M |
| Clal Insurance Enterprises Holdings Ltd | 5.09% | Add +1130.4% | 939,657 | $451.7M |
| Geller Advisors LLC | 35.94% | Add +10.5% | 921,866 | $443.1M |
| Plante Moran Financial Advisors, LLC | 47.46% | Add +5.0% | 918,889 | $441.7M |
| Analyst IMS Investment Management Services Ltd. | 19.20% | Add +27.9% | 917,151 | $440.9M |
| Kensington Asset Management, LLC | 21.92% | No change | 912,170 | $438.5M |
| Marshall Wace, LLP | 0.72% | New | 900,000 | $432.6M |
| Tiaa Trust, National Association | 1.30% | Add +1.4% | 881,548 | $423.8M |
| CHURCHILL MANAGEMENT Corp | 5.25% | Reduce -1.1% | 875,536 | $420.9M |
| Employees Retirement System of Texas | 4.60% | Reduce -19.6% | 875,100 | $420.7M |
| Manufacturers Life Insurance Company, The | 0.38% | Reduce -4.9% | 853,584 | $410.3M |
| Bessemer Group Inc. | 0.74% | Reduce -0.6% | 847,020 | $407.2M |
| Baird Financial Group, Inc. | 0.85% | Add +0.4% | 845,469 | $406.4M |
| Fifth Third Bancorp | 1.53% | Reduce -2.2% | 815,646 | $392.1M |
| Summit Trail Advisors, LLC | 10.42% | Add +10.6% | 815,493 | $392.0M |
| CIBC Asset Management Inc | 1.33% | Reduce -0.1% | 793,577 | $381.5M |
| Bank of Montreal | 0.12% | Reduce -6.7% | 774,084 | $372.2M |
| Diversified Trust Co. | 10.98% | Add +7.0% | 757,526 | $364.1M |
| Nicholas Hoffman & Company, LLC. | 17.99% | Add +24.6% | 737,599 | $354.6M |
| Neuberger Berman Group LLC | 0.29% | Reduce -0.6% | 718,010 | $345.1M |
| Teacher Retirement System of Texas | 2.16% | No change | 704,609 | $338.7M |
| Federation des caisses Desjardins du Quebec | 2.42% | Reduce -1.1% | 697,534 | $335.2M |
| Mariner, LLC | 0.69% | Add +11.5% | 691,413 | $332.4M |
| Wilbanks Smith & Thomas Asset Management LLC | 9.26% | Add +0.8% | 688,588 | $331.0M |
| Globe Life Inc. | 92.59% | Reduce -4.8% | 688,183 | $330.8M |
| Nissay Asset Management Corp. /Japan | 2.29% | No change | 686,520 | $330.0M |
| CIBC Private Wealth Group LLC | 0.63% | Reduce -0.7% | 670,492 | $321.9M |
| GenTrust, LLC | 19.16% | Add +14.4% | 646,405 | $310.7M |
| Hollencrest Capital Management | 14.24% | Add +359.1% | 646,330 | $310.7M |
| Keybank National Association | 1.27% | Add +15.1% | 638,341 | $306.9M |
| Northern Trust Corp. | 0.05% | Add +70.3% | 614,608 | $295.4M |
| Wedbush Securities Inc. | 10.65% | Reduce -6.7% | 593,342 | $285.2M |
| MCF Advisors LLC | 21.97% | Reduce -4.2% | 590,185 | $283.7M |
| Texas Capital Bank Wealth Management Services Inc | 30.73% | Add +3.5% | 581,926 | $279.7M |
| MML Investors Services, LLC | 1.14% | Add +7.5% | 576,400 | $277.1M |
| Merit Financial Group, LLC | 6.56% | Reduce -1.9% | 585,792 | $275.3M |
| Sun Life Financial Inc. | 17.29% | Add +1531.8% | 571,669 | $274.8M |
| Valmark Advisers, Inc. | 4.67% | Reduce -2.7% | 557,664 | $268.1M |
| Wealthfront Advisers LLC | 0.93% | Add +9.6% | 555,170 | $266.9M |
| State of Tennessee, Department of Treasury | 0.97% | No change | 543,639 | $261.3M |
| Fiera Capital Corp | 0.75% | Add +1.1% | 534,883 | $257.1M |
| M&T Bank Corp | 0.89% | Reduce -1.1% | 531,947 | $255.7M |
| Provida Pension Fund Administrator | 6.32% | Reduce -21.9% | 529,539 | $254.8M |
| Acropolis Investment Management, LLC | 16.46% | Reduce -2.4% | 523,245 | $251.5M |
| Kestra Advisory Services, LLC | 1.68% | Add +19.9% | 520,531 | $250.2M |
| Sand Hill Global Advisors, LLC | 11.80% | Reduce -4.7% | 517,356 | $248.7M |
| Beacon Pointe Advisors, LLC | 2.75% | Add +0.6% | 514,202 | $247.2M |
| JBF Capital, Inc. | 40.00% | No change | 509,121 | $244.7M |
| Nepc LLC | 8.36% | Add +58.3% | 505,436 | $243.0M |
| Center for Financial Planning, Inc. | 36.31% | Add +12.3% | 505,287 | $242.9M |
| US Bancorp \de | 0.34% | Reduce -0.1% | 504,562 | $242.5M |
| Allspring Global Investments Holdings, LLC | 0.35% | Reduce -3.7% | 472,408 | $227.1M |
| Old National Bancorp | 5.34% | Add +3.1% | 468,102 | $225.0M |
| Janus Henderson Group PLC | 0.12% | Reduce -2.4% | 467,416 | $224.7M |
| LGL Partners, LLC | 37.29% | Add +333.9% | 463,113 | $222.6M |
| Barclays PLC | 0.10% | Reduce -4.9% | 460,248 | $221.2M |
| Korea Investment CORP | 0.56% | No change | 457,551 | $219.9M |
| Stratos Wealth Partners, LTD. | 3.69% | Reduce -0.7% | 457,422 | $219.9M |
| First Manhattan Co. Llc. | 0.71% | Add +14.9% | 457,284 | $219.8M |
| Citizens Financial Group Inc. | 7.32% | Reduce -3.1% | 456,221 | $219.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.75% | New | 444,860 | $213.8M |
| Steel Grove Capital Advisors, LLC | 28.25% | Add +557.5% | 3,560,049 | $212.5M |
| Smithfield Trust Co | 11.17% | Reduce -1.8% | 438,271 | $210.5M |
| Clearstead Advisors, LLC | 10.33% | Add +0.5% | 435,769 | $208.6M |
| New York Life Insurance Co. | 58.22% | Add +314.6% | 428,036 | $205.8M |
| NewEdge Advisors, LLC | 1.79% | Add +0.9% | 427,380 | $205.4M |
| Edgehill Endowment Partners, LLC | 25.10% | Add +0.3% | 426,180 | $204.9M |
| Macquarie Group Ltd. | 0.23% | Add +4.6% | 413,120 | $198.6M |
| BOK Financial Private Wealth, Inc. | 14.67% | Add +10.3% | 409,778 | $197.0M |
| AE Wealth Management LLC | 2.22% | Reduce -53.6% | 407,936 | $196.1M |
| Karpus Management, Inc. | 5.61% | Reduce -5.9% | 404,319 | $194.4M |
| Trajan Wealth LLC | 12.83% | — | 394,358 | $189.6M |
| Northeast Financial Consultants Inc | 9.17% | Add +22.8% | 388,450 | $186.7M |
| American Trust | 15.53% | Reduce -0.6% | 386,623 | $185.8M |
| Credit Suisse AG/ | 0.18% | Reduce -45.6% | 385,386 | $185.3M |
| Blue Trust, Inc. | 2.60% | Reduce -15.4% | 383,707 | $184.4M |
| Welch Capital Partners LLC | 43.60% | Reduce -0.0% | 364,600 | $175.3M |
| Pinnacle Financial Partners Inc | 3.79% | Add +0.1% | 364,135 | $175.0M |
| Axis Capital Holdings Ltd. | 83.49% | Add +41.6% | 360,441 | $173.3M |
| Liquid Strategies, LLC | 44.45% | Reduce -30.7% | 357,437 | $171.8M |
| Wealth Enhancement Advisory Services, LLC | 0.44% | Add +22.7% | 357,433 | $171.8M |
| TRB Advisors LP | 36.34% | Add +600.0% | 350,000 | $168.2M |
| Moneta Group Investment Advisors LLC | 2.73% | Reduce -9.4% | 348,778 | $167.7M |
| Fusion Family Wealth, LLC | 16.93% | Add +1.8% | 339,807 | $163.3M |
| Invictus Private Wealth, LLC | 14.22% | Reduce -1.3% | 333,215 | $160.2M |
| Allianz Asset Management GmbH | 0.27% | No change | 331,190 | $159.2M |
| Steward Partners Investment Advisory, LLC | 1.75% | Add +22.3% | 330,946 | $159.1M |
| First American Financial Corp | 49.07% | Reduce -14.6% | 327,181 | $157.3M |
| Alliancebernstein L.P. | 0.06% | Add +12.4% | 325,783 | $156.6M |
| Prime Capital Investment Advisors, LLC | 2.16% | Reduce -11.0% | 322,017 | $154.8M |
| Thrivent Financial for Lutherans | 0.31% | Add +0.1% | 318,548 | $153.1M |
| Janney Montgomery Scott LLC | 0.45% | Add +0.0% | 316,632 | $152.2M |
| Natixis Advisors, LLC | 0.35% | Add +18.8% | 313,129 | $150.5M |
| First Western Trust Bank | 6.73% | Add +2.2% | 307,462 | $147.8M |
| Albion Financial Group | 11.25% | Reduce -0.5% | 303,280 | $145.8M |
| FMR LLC | 0.01% | Add +15.2% | 298,914 | $143.7M |
| Edge Capital Group, LLC | 6.98% | Add +6.7% | 291,701 | $140.2M |
| Robertson Stephens Wealth Management, LLC | 7.65% | Add +5.5% | 290,331 | $139.6M |
| Taiyo Life Insurance Co. | 11.22% | No change | 290,100 | $139.5M |
| Alerus Financial NA | 10.50% | Reduce -3.0% | 289,154 | $139.0M |
| Keel Point, LLC | 14.38% | Add +15.1% | 289,099 | $139.0M |
| Glassman Wealth Services | 27.81% | Reduce -0.0% | 286,351 | $137.6M |
| Ieq Capital, LLC | 1.97% | Add +4.3% | 285,455 | $137.2M |
| Private Advisor Group, LLC | 0.98% | Add +0.8% | 285,049 | $137.0M |
| Atria Wealth Solutions, Inc. | 1.54% | Add +3.5% | 283,099 | $136.1M |
| Cresset Asset Management, LLC | 0.66% | Add +54.9% | 282,654 | $135.9M |
| Wescott Financial Advisory Group, LLC | 16.59% | Add +3.0% | 277,512 | $133.4M |
| Hardy Reed LLC | 16.43% | Add +0.8% | 275,184 | $132.3M |
| Portfolio Strategies, Inc. | 8.99% | New | 275,184 | $132.3M |
| Coldstream Capital Management Inc. | 3.34% | Add +0.1% | 273,976 | $131.7M |
| Monashee Investment Management LLC | 15.48% | Reduce -0.7% | 269,110 | $129.4M |
| Ancora Advisors LLC | 2.96% | Reduce -0.4% | 268,501 | $129.1M |
| Human Investing LLC | 25.75% | Add +2.7% | 266,764 | $128.2M |
| Savant Capital, LLC | 1.47% | Reduce -6.1% | 266,691 | $128.2M |
| Brown Advisory Inc. | 0.17% | Add +6.9% | 261,808 | $125.9M |
| Opus Capital Group, LLC | 18.28% | Reduce -1.5% | 260,214 | $125.1M |
| OneDigital Investment Advisors LLC | 1.96% | Add +4.3% | 259,136 | $124.6M |
| Harbour Investments, Inc. | 4.40% | Add +9.3% | 258,106 | $124.1M |
| Millburn Ridgefield LLC | 3.37% | Add +6.4% | 253,480 | $121.8M |
| Catalyst Capital Advisors LLC | 2.93% | Add +6.4% | 253,480 | $121.8M |
| Lutz Financial Services LLC | 10.64% | Reduce -0.5% | 253,480 | $121.8M |
| Intrust Bank NA | 13.02% | Reduce -7.6% | 252,829 | $121.5M |
| Victory Capital Management Inc. | 0.12% | Add +2.6% | 251,802 | $121.0M |
| Bogart Wealth, LLC | 6.11% | Reduce -0.7% | 247,158 | $118.8M |
| Bartlett & Co. Wealth Management LLC | 1.82% | Add +1.9% | 246,332 | $118.4M |
| Allen Investment Management, LLC | 1.47% | Add +0.6% | 243,992 | $117.3M |
| Venturi Wealth Management, LLC | 7.52% | Reduce -0.8% | 243,611 | $117.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.44% | Reduce -4.0% | 226,809 | $115.7M |
| Raymond James Trust N.A. | 2.77% | Add +4.7% | 237,601 | $114.2M |
| ALM First Financial Advisors, LLC | 31.02% | Add +0.7% | 254,044 | $112.0M |
| Toews Corp. | 19.47% | Reduce -3.2% | 232,840 | $111.9M |
| Litman Gregory Wealth Management LLC | 9.98% | Add +2.4% | 228,857 | $110.0M |
| One Day In July LLC | 14.50% | Reduce -0.6% | 227,191 | $109.2M |
| GeoWealth Management, LLC | 4.22% | Add +1018.5% | 227,092 | $109.2M |
| Zhang Financial LLC | 8.08% | Add +11.9% | 226,909 | $109.1M |
| Sageworth Trust Co | 6.93% | Add +7.0% | 223,642 | $107.5M |
| Betterment LLC | 0.29% | Add +0.0% | 223,463 | $107.4M |
| DAVENPORT & Co LLC | 0.66% | Add +2.0% | 221,519 | $106.5M |
| Lido Advisors, LLC | 0.96% | Reduce -2.7% | 220,903 | $106.2M |
| Gleason Group, Inc. | 22.19% | Add +1.0% | 220,813 | $106.1M |
| Country Trust Bank | 2.74% | No change | 219,939 | $105.7M |
| Chicago Partners Investment Group LLC | 4.46% | Add +5.5% | 225,357 | $104.8M |
| United Services Automobile Association | 2.57% | Add +0.9% | 217,744 | $104.7M |
| Wiser Wealth Management, Inc | 34.26% | Add +4.2% | 217,228 | $104.4M |
| Yarbrough Capital, LLC | 4.53% | No change | 216,447 | $104.0M |
| Greenwood Gearhart LLC | 9.89% | Add +11.8% | 210,989 | $101.4M |
| D.A. Davidson & Co. | 0.91% | Add +4.2% | 210,134 | $101.0M |
| Hall Kathryn A. | 23.15% | Add +32.7% | 208,824 | $100.4M |
| GoalVest Advisory LLC | 33.45% | Add +7.5% | 208,663 | $100.3M |
| Global Wealth Strategies & Associates | 37.70% | Add +3.5% | 208,530 | $100.2M |
| Condor Capital Management | 9.69% | Add +2.6% | 206,057 | $99.1M |
| Equitable Holdings, Inc. | 1.11% | Reduce -16.9% | 205,569 | $98.8M |
| Peapack Gladstone Financial Corp. | 1.53% | Reduce -3.5% | 204,212 | $98.2M |
| Arrow Financial Corp | 9.71% | Reduce -3.7% | 203,492 | $97.8M |
| Farther Finance Advisors, LLC | 5.91% | Reduce -0.6% | 202,353 | $97.1M |
| Forvis Mazars Wealth Advisors, LLC | 2.45% | Add +4.9% | 200,541 | $96.4M |
| BlackRock Inc. | 0.00% | Reduce -9.8% | 199,808 | $96.0M |
| Partners Capital Investment Group, LLP | 2.82% | Reduce -51.2% | 196,132 | $94.3M |
| Larson Financial Group LLC | 7.25% | Add +47.7% | 195,306 | $93.9M |
| BNP Paribas Financial Markets | 0.12% | Add +578.4% | 193,515 | $93.0M |
| Lockheed Martin Investment Management Co. | 6.74% | No change | 193,300 | $92.9M |
| Mesirow Financial Investment Management, Inc. | 2.09% | Add +5.4% | 190,897 | $91.8M |
| Atria Investments, Inc | 1.26% | Add +37.0% | 189,852 | $91.3M |
| MA Private Wealth | 18.44% | Reduce -1.2% | 189,261 | $91.0M |
| M.D. Sass, LLC | 10.70% | Add +14.3% | 188,088 | $90.4M |
| Efficient Advisors, LLC | 5.78% | Reduce -0.8% | 187,516 | $90.1M |
| Blair William & Co. | 0.28% | Add +6.7% | 187,133 | $90.0M |
| Q3 Asset Management | 25.13% | New | 184,000 | $88.4M |
| Financial Advisory Group | 15.58% | Add +2.6% | 183,759 | $88.3M |
| StoneX Group Inc. | 7.83% | Reduce -11.6% | 181,262 | $87.1M |
| Jefferies Financial Group Inc. | 1.84% | Add +18.1% | 174,573 | $83.9M |
| Charles Schwab Trust Co | 7.92% | Reduce -2.9% | 174,045 | $83.7M |
| Southern Farm Bureau Life Insurance | 13.79% | No change | 173,225 | $83.3M |
| Sweet Financial Partners, LLC | 19.24% | Reduce -2.9% | 173,367 | $83.3M |
| McMorgan & Co. LLC | 14.21% | Reduce -0.4% | 172,005 | $82.7M |
| Arkos Global Advisors | 13.61% | Add +1.1% | 169,842 | $81.6M |
| Sepio Capital, LP | 6.93% | Reduce -3.1% | 168,169 | $80.8M |
| Advisor OS, LLC | 9.28% | Add +26.5% | 167,960 | $80.7M |
| Caprock Group, LLC | 4.61% | Add +3.3% | 167,303 | $80.4M |
| Mill Creek Capital Advisors, LLC | 2.18% | Reduce -0.9% | 166,989 | $80.3M |
| NorthRock Partners, LLC | 3.08% | Reduce -4.3% | 166,707 | $80.1M |
| Crane Advisory, LLC | 16.16% | Add +6.2% | 169,898 | $80.1M |
| Bell Bank | 6.80% | Add +15.7% | 164,611 | $79.1M |
| Lake Street Advisors Group, LLC | 3.69% | Add +7.7% | 163,961 | $78.8M |
| Fairfield University | 65.40% | Add +15.4% | 163,143 | $78.4M |
| Agf Management Ltd. | 0.44% | Add +8.2% | 163,112 | $78.4M |
| CJM Wealth Advisers, Ltd. | 29.68% | Add +1.8% | 162,920 | $78.3M |
| InterOcean Capital Group, LLC | 1.86% | Add +15.4% | 161,930 | $77.8M |
| Prudential Financial Inc. | 0.11% | Add +0.2% | 158,677 | $76.3M |
| Ironclad Investments LLC | 49.03% | Reduce -2.8% | 158,358 | $76.1M |
| Stordahl Capital Management, Inc. | 19.05% | Add +3.0% | 158,114 | $76.0M |
| Tectonic Advisors LLC | 5.78% | Add +0.7% | 157,544 | $75.7M |
| Steele Capital Management, Inc. | 4.34% | Add +51.4% | 157,311 | $75.6M |
| Cambridge Advisors Inc. | 17.65% | Reduce -2.4% | 155,721 | $74.9M |
| Conrad Siegel Investment Advisors, Inc. | 21.81% | Add +0.2% | 155,126 | $74.6M |
| MJP Associates Inc. | 16.21% | Add +36.0% | 154,953 | $74.5M |
| Trevian Wealth Management LLC | 50.78% | Add +7.2% | 154,951 | $74.5M |
| SilverOak Wealth Management LLC | 18.49% | Reduce -0.8% | 154,847 | $74.4M |
| WestHill Financial Advisors, Inc. | 18.30% | Reduce -0.9% | 154,761 | $74.4M |
| Perigon Wealth Management, LLC | 2.24% | Reduce -3.1% | 153,543 | $73.8M |
| Affiance Financial, LLC | 19.94% | Add +2.5% | 153,089 | $73.6M |
| Angeles Wealth Management, LLC | 7.34% | Add +7.3% | 152,706 | $73.4M |
| Aspiriant, LLC | 3.02% | Reduce -0.3% | 151,668 | $72.9M |
| Clarius Group, LLC | 5.02% | Add +22.6% | 151,115 | $72.6M |
| HSBC Holdings PLC | 0.05% | Add +46.1% | 150,207 | $72.2M |
| Francis Financial, Inc. | 23.35% | Add +1.0% | 150,103 | $72.2M |
| AMG National Trust Bank | 2.10% | Add +2.1% | 149,776 | $72.0M |
| RFG Holdings, Inc. | 29.66% | Add +9.3% | 146,372 | $70.4M |
| Webster Bank, N. A. | 7.80% | Add +2.4% | 145,140 | $69.8M |
| Dechtman Wealth Management, LLC | 15.98% | Add +11.3% | 142,479 | $68.5M |
| HB Wealth Management, LLC | 0.86% | Add +7.4% | 141,548 | $68.0M |
| Evermay Wealth Management LLC | 10.22% | Reduce -1.1% | 140,822 | $67.7M |
| RMR Wealth Builders | 8.15% | Add +3.1% | 140,179 | $67.4M |
| Mayport, LLC | 25.58% | Add +18.0% | 139,382 | $67.0M |
| SVB Wealth LLC | 1.48% | Reduce -15.8% | 138,173 | $66.4M |
| Acorn Financial Advisory Services Inc. | 12.51% | Reduce -7.4% | 137,817 | $66.2M |
| Simplicity Wealth,LLC | 1.56% | Add +1818.7% | 135,825 | $65.3M |
| Evoke Wealth, LLC | 1.93% | New | 134,647 | $64.7M |
| Texas Capital Bancshares Inc | 29.06% | Add +16.4% | 133,302 | $64.1M |
| WASHINGTON TRUST Co | 2.35% | Add +3.3% | 133,289 | $64.1M |
| Warren Street Wealth Advisors, LLC | 31.64% | Add +3.3% | 132,849 | $63.9M |
| Selective Wealth Management, Inc. | 27.72% | Add +3.1% | 134,987 | $63.8M |
| Scott Capital Advisors, LLC | 19.28% | Add +1.1% | 132,752 | $63.4M |
| Wealthcare Advisory Partners LLC | 2.08% | Add +23.6% | 131,671 | $63.3M |
| Comerica Bank | 0.27% | Reduce -2.5% | 131,667 | $63.3M |
| Grove Bank & Trust | 10.49% | Add +9.5% | 129,515 | $62.3M |
| Standpoint Asset Management, LLC | 16.20% | Add +3.5% | 129,400 | $62.2M |
| Franklin, Parlapiano, Turner & Welch, LLC | 16.94% | Reduce -1.0% | 128,199 | $61.6M |
| Stephens Consulting, LLC | 18.85% | Reduce -3.3% | 127,821 | $61.4M |
| Elwood & Goetz Wealth Advisory Group, LLC | 14.82% | Add +0.7% | 127,037 | $61.1M |
| Hirtle & Co., LLC | 3.02% | Reduce -6.9% | 125,892 | $60.5M |
| Agur Provident & Training Funds Management Ltd. | 18.40% | Reduce -6.9% | 130,975 | $60.4M |
| Progeny 3, Inc. | 6.62% | No change | 125,200 | $60.2M |
| Standard Family Office LLC | 80.57% | No change | 125,136 | $60.2M |
| Salomon & Ludwin, LLC | 5.17% | Reduce -2.5% | 124,921 | $60.1M |
| Oldfather Financial Services, LLC | 24.66% | Reduce -0.5% | 124,639 | $59.9M |
| Bank of Nova Scotia | 0.12% | No change | 124,350 | $59.8M |
| Amtrust Financial Services, Inc. | 31.05% | No change | 124,000 | $59.6M |
| Banco Santander, S.A. | 0.71% | Add +4.8% | 123,347 | $59.3M |
| LM Advisors LLC | 10.42% | Add +72.1% | 123,699 | $59.2M |
| Compass Financial Group, INC | 13.71% | Add +5.7% | 122,931 | $59.1M |
| Wedmont Private Capital | 4.30% | Add +3.5% | 123,296 | $58.8M |
| Balyasny Asset Management L.P. | 0.15% | Reduce -83.2% | 121,748 | $58.5M |
| Concurrent Investment Advisors, LLC | 2.38% | Add +18.1% | 121,606 | $58.5M |
| Strategic Investment Advisors / MI | 7.48% | Add +8.3% | 121,262 | $58.3M |
| Goldstone Financial Group, LLC | 13.37% | Add +3.2% | 121,173 | $58.2M |
| Performa Ltd (US), LLC | 25.54% | Add +13.9% | 120,766 | $58.1M |
| Avantax Advisory Services, Inc. | 0.51% | Reduce -3.0% | 120,507 | $57.9M |
| CANADA LIFE ASSURANCE Co | 0.12% | Reduce -6.6% | 119,365 | $57.6M |
| Investure, LLC | 9.97% | Reduce -31.1% | 118,398 | $56.9M |
| Obermeyer Wealth Partners | 3.31% | Add +18.4% | 117,023 | $56.3M |
| Jackson Wealth Management, LLC | 7.02% | Reduce -2.9% | 116,858 | $56.2M |
| Means Investment Co., Inc. | 7.26% | Add +11.8% | 116,770 | $56.1M |
| Fiducient Advisors LLC | 10.84% | Reduce -5.7% | 113,970 | $54.8M |
| CoreCap Advisors, LLC | 2.90% | Add +2.5% | 113,937 | $54.8M |
| Empire Life Investments Inc. | 3.34% | Reduce -5.3% | 113,311 | $54.5M |
| Eudaimonia Partners, LLC | 12.92% | Add +10.0% | 113,006 | $54.3M |
| Jasper Ridge Partners, L.P. | 1.70% | Reduce -5.7% | 112,691 | $54.2M |
| Fidato Wealth LLC | 48.13% | Reduce -2.2% | 111,671 | $53.7M |
| Nadler Financial Group, Inc. | 6.59% | Add +1.5% | 111,276 | $53.5M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -7.5% | 111,032 | $53.4M |
| Wellington Management Group LLP | 0.01% | Add +20.8% | 110,195 | $53.0M |
| Secure Asset Management, LLC | 12.45% | Add +11.2% | 110,114 | $52.9M |
| Ballentine Partners, LLC | 0.98% | Reduce -1.1% | 107,898 | $51.9M |
| Brio Consultants, LLC | 8.72% | Reduce -1.6% | 107,516 | $51.7M |
| Fragasso Financial Advisors Inc | 4.37% | Reduce -0.1% | 107,439 | $51.6M |
| Daymark Wealth Partners, LLC | 2.77% | Add +25.2% | 107,038 | $51.5M |
| Fortune 45 LLC | 41.67% | Add +4.0% | 105,618 | $50.7M |
| Deutsche Bank AG | 0.02% | Add +25.8% | 105,420 | $50.7M |
| National Philanthropic Trust | 1.11% | Add +41.8% | 105,341 | $50.6M |
| Kestra Private Wealth Services, LLC | 1.14% | Add +37.3% | 104,645 | $50.3M |
| Cantor Fitzgerald Investment Advisors L.P. | 3.72% | Reduce -3.0% | 104,078 | $50.0M |
| Pinion Investment Advisors, LLC | 25.87% | Add +11.6% | 103,690 | $49.8M |
| New York State Common Retirement Fund | 0.07% | Reduce -24.4% | 102,842 | $49.4M |
| BCK Partners, Inc. | 26.43% | Reduce -1.8% | 102,726 | $49.4M |
| Rathbones Group PLC | 0.28% | Reduce -0.4% | 102,032 | $49.0M |
| Optas, LLC | 13.10% | Add +4.1% | 99,831 | $48.0M |
| Turtle Creek Wealth Advisors, LLC | 11.58% | Add +58.8% | 98,193 | $47.2M |
| Allianz SE | 1.49% | — | 98,122 | $47.2M |
| Kickstand Ventures, Llc. | 13.33% | Reduce -7.2% | 97,994 | $47.1M |
| Integrated Wealth Concepts LLC | 0.68% | Add +13.5% | 97,835 | $47.0M |
| Safir Wealth Advisors, LLC | 38.60% | Add +3.0% | 97,819 | $47.0M |
| Twele Capital Management, Inc. | 10.54% | Reduce -3.8% | 96,942 | $46.6M |
| Roundview Capital LLC | 3.80% | Reduce -0.1% | 96,675 | $46.5M |
| Level Financial Advisors | 21.03% | Reduce -1.6% | 96,424 | $46.4M |
| Gladstone Institutional Advisory LLC | 2.54% | Add +2.4% | 96,317 | $46.3M |
| Proffitt & Goodson Inc. | 8.21% | Add +2.2% | 96,141 | $46.2M |
| HBK Sorce Advisory LLC | 1.62% | Reduce -0.1% | 95,411 | $45.9M |
| Scotia Capital Inc. | 0.27% | Reduce -2.1% | 95,189 | $45.8M |
| Freestone Capital Holdings, LLC | 1.68% | Add +2.6% | 93,693 | $45.0M |
| Kearns & Associates LLC | 34.73% | Reduce -1.4% | 93,268 | $44.8M |
| Investment Research & Advisory Group, Inc. | 20.62% | Reduce -5.9% | 93,215 | $44.8M |
| J.W. Cole Advisors, Inc. | 2.26% | Add +185.9% | 93,098 | $44.7M |
| Proficio Capital Partners LLC | 4.89% | Reduce -34.5% | 92,512 | $44.5M |
| Composition Wealth, LLC | 1.11% | Add +27.1% | 92,000 | $44.2M |
| Fifth Third Securities, Inc. | 4.29% | Reduce -0.5% | 91,942 | $44.2M |
| Sigma Planning Corp | 1.38% | Add +144.0% | 91,603 | $44.0M |
| Hill Island Financial LLC | 14.47% | Reduce -3.4% | 91,188 | $43.8M |
| Crestmont Private Wealth LLC | 21.72% | Reduce -6.0% | 91,039 | $43.8M |
| OneAscent Financial Services LLC | 4.84% | Add +52.1% | 91,033 | $43.8M |
| Sheets Smith Wealth Management | 4.90% | New | 91,008 | $43.7M |
| Steph & Co. | 15.02% | Add +0.6% | 90,746 | $43.6M |
| Financial Counselors Inc. | 0.73% | Reduce -19.4% | 90,588 | $43.5M |
| Sage Mountain Advisors LLC | 4.52% | Reduce -0.1% | 90,565 | $43.5M |
| Hillcrest Wealth Advisors - NY, LLC | 23.56% | Reduce -4.0% | 90,441 | $43.5M |
| AJ Advisors, LLC | 23.64% | Add +4.0% | 89,167 | $42.9M |
| Regions Financial Corp. | 0.32% | Add +1.6% | 88,851 | $42.7M |
| CENTRAL TRUST Co | 1.06% | Add +10.1% | 88,491 | $42.5M |
| 3Chopt Investment Partners, LLC | 17.42% | Add +0.4% | 88,258 | $42.4M |
| Ameritas Investment Partners, Inc. | 1.45% | Reduce -6.9% | 88,245 | $42.4M |
| Advanced Asset Management Advisors Inc | 10.48% | Reduce -0.2% | 88,179 | $42.4M |
| David Kennon Inc | 18.10% | Reduce -1.4% | 88,088 | $42.3M |
| CIC Wealth, LLC | 12.28% | Add +12.7% | 87,813 | $42.2M |
| Bank Hapoalim BM | 5.68% | Add +432.6% | 87,562 | $42.1M |
| CFO4Life Group, LLC | 7.62% | Add +2.3% | 87,285 | $42.0M |
| Sierra Capital LLC | 5.48% | Reduce -4.7% | 87,075 | $41.9M |
| Sompo Asset Management Co., Ltd. | 6.84% | Reduce -1.9% | 86,973 | $41.8M |
| Trek Financial, LLC | 3.29% | Add +2.2% | 86,358 | $41.5M |
| AlTi Global, Inc. | 1.14% | Add +0.3% | 85,208 | $41.0M |
| IFG Advisory, LLC | 3.04% | Add +14.5% | 84,760 | $40.7M |
| Legacy Financial Group LLC | 8.25% | Add +1418.1% | 84,740 | $40.7M |
| Bokf, NA | 0.74% | Add +7.5% | 84,208 | $40.4M |
| Eagle Strategies LLC | 8.94% | Add +791.0% | 83,735 | $40.3M |
| Orion Porfolio Solutions, LLC | 0.43% | Reduce -2.5% | 83,224 | $40.0M |
| Orion Portfolio Solutions, LLC | 0.43% | Reduce -2.5% | 83,224 | $40.0M |
| Financial Sense Advisors, Inc. | 14.16% | Reduce -1.7% | 82,842 | $39.8M |
| Fort Washington Investment Advisors Inc. | 0.26% | Add +1.6% | 82,457 | $39.6M |
| Capital Group Private Client Services, Inc. | 0.40% | Add +6.5% | 82,348 | $39.6M |
| Hikari Tsushin, Inc. | 3.14% | Add +3.4% | 82,294 | $39.6M |
| Boyd Wealth Management, LLC | 22.51% | Add +26.3% | 81,976 | $39.4M |
| Apollon Wealth Management, LLC | 1.24% | Reduce -18.6% | 81,611 | $39.2M |
| Fiduciary Trust Co | 0.60% | Reduce -0.2% | 80,751 | $38.8M |
| Synovus Financial Corp. | 0.50% | Add +61.6% | 80,492 | $38.7M |
| Ciovacco Capital Management LLC | 25.99% | Add +13.3% | 80,441 | $38.7M |
| Cwm, LLC | 0.19% | Reduce -9.8% | 80,345 | $38.6M |
| Institutional & Family Asset Management, LLC | 6.17% | Reduce -1.7% | 80,327 | $38.6M |
| Commerce Bank | 0.26% | Add +8.6% | 80,289 | $38.6M |
| Mutual Advisors, LLC | 1.24% | Add +8.5% | 80,232 | $38.6M |
| Tritonpoint Wealth, LLC | 4.02% | Reduce -49.8% | 44,326 | $38.5M |
| Choreo, LLC | 0.98% | Add +0.8% | 79,598 | $38.3M |
| HUB Investment Partners, LLC | 2.11% | Add +590.0% | 79,459 | $38.2M |
| Garde Capital, Inc. | 2.65% | Reduce -0.3% | 78,896 | $37.9M |
| ForthRight Wealth Management, LLC | 13.55% | Add +0.4% | 78,515 | $37.7M |
| Oak Root LLC | 5.04% | Add +21.1% | 78,258 | $37.6M |
| Lansing Street Advisors | 16.73% | Add +11.3% | 77,465 | $37.2M |
| TD Private Client Wealth LLC | 1.21% | Add +7.1% | 76,419 | $36.7M |
| Fiduciary Group, LLC | 3.99% | Add +1.1% | 76,069 | $36.6M |
| Oak Harvest Investment Services | 6.06% | Reduce -3.8% | 75,933 | $36.5M |
| Lincoln National Corp. | 0.57% | Add +10.0% | 75,824 | $36.4M |
| BBR Partners, LLC | 2.91% | Reduce -0.6% | 75,660 | $36.4M |
| MAI Capital Management | 0.38% | Add +188.2% | 75,402 | $36.2M |
| RFG Advisory, LLC | 1.23% | Reduce -7.7% | 75,306 | $36.2M |
| Ameraudi Asset Management, Inc. | 16.83% | Add +7.0% | 75,162 | $36.1M |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 47.80% | Reduce -1.9% | 75,151 | $36.1M |
| Pure Financial Advisors, LLC | 1.11% | Reduce -1.6% | 73,757 | $35.5M |
| SigFig Wealth Management, LLC | 1.30% | Reduce -12.8% | 73,632 | $35.4M |
| Parisi Gray Wealth Management | 13.25% | Reduce -8.3% | 73,475 | $35.3M |
| MBM Wealth Consultants, LLC | 12.42% | Add +0.0% | 73,445 | $35.3M |
| Modern Wealth Management, LLC | 3.24% | Add +7.3% | 72,669 | $34.9M |
| Greenleaf Trust | 0.32% | Reduce -4.7% | 71,881 | $34.6M |
| Lee Financial Group Hawaii, Inc. | 26.91% | Reduce -0.3% | 71,549 | $34.4M |
| Phillips Financial Management, LLC | 2.81% | Reduce -5.6% | 71,496 | $34.4M |
| Cook Wealth, LLC | 20.63% | Add +8.0% | 73,908 | $34.3M |
| JDM Financial Group LLC | 25.00% | Add +2.7% | 71,334 | $34.3M |
| Securian Asset Management, Inc. | 1.00% | Add +1.1% | 71,098 | $34.2M |
| Souders Financial Advisors | 5.35% | Reduce -1.9% | 70,518 | $33.9M |
| Resolute Advisors LLC | 6.27% | Add +3.3% | 70,513 | $33.9M |
| Simon Quick Advisors, LLC | 2.53% | Add +621.4% | 70,293 | $33.8M |
| Northeast Investment Management | 1.65% | Reduce -20.8% | 69,633 | $33.5M |
| Aufman Associates Inc | 23.53% | Reduce -0.8% | 69,515 | $33.4M |
| Eagle Wealth Strategies LLC | 27.12% | Reduce -23.7% | 69,533 | $33.4M |
| Global Retirement Partners, LLC | 1.24% | Reduce -1.5% | 69,150 | $33.2M |
| Beacon Harbor Wealth Advisors, Inc. | 8.77% | Add +2.0% | 68,922 | $33.1M |
| Landmark Wealth Management, LLC | 15.30% | Reduce -2.8% | 68,727 | $33.0M |
| Citadel Advisors | 0.03% | Add +11.7% | 68,551 | $33.0M |
| Arete Wealth Advisors, LLC | 3.04% | Add +8.6% | 68,433 | $32.9M |
| Rooted Wealth Advisors, Inc. | 16.12% | Add +1.8% | 68,582 | $32.7M |
| Money Concepts Capital Corp. | 3.00% | Add +4.3% | 67,723 | $32.6M |
| Belpointe Asset Management LLC | 2.43% | Add +22.4% | 67,438 | $32.4M |
| Avion Wealth | 8.66% | Reduce -3.1% | 67,134 | $32.3M |
| Cibc World Market Inc. | 0.08% | Add +2.3% | 66,802 | $32.1M |
| R. W. Roge & Company, Inc. | 19.23% | Add +0.5% | 66,476 | $32.0M |
| Front Street Capital Management, Inc. | 5.99% | Add +2.5% | 66,395 | $31.9M |
| Fort Point Capital Partners LLC | 4.31% | Add +18.2% | 66,227 | $31.8M |
| NWF Advisory Services Inc. | 5.30% | Add +6.3% | 65,982 | $31.7M |
| Bailard, Inc. | 0.87% | Reduce -6.2% | 65,593 | $31.5M |
| Pittenger & Anderson Inc. | 1.28% | Add +1.4% | 65,363 | $31.4M |
| EMC Capital Management | 18.54% | Add +2.2% | 64,958 | $31.0M |
| Traveka Wealth, LLC | 14.29% | Add +19.3% | 64,290 | $30.9M |
| Geneos Wealth Management Inc. | 1.41% | Reduce -7.2% | 64,267 | $30.9M |
| National Bank of Canada | 0.05% | Add +37.7% | 64,370 | $30.8M |
| Dunhill Financial, LLC | 22.80% | Add +23.0% | 63,889 | $30.7M |
| Cardiff Park Advisors, LLC | 2.92% | New | 63,707 | $30.6M |
| HBW Advisory Services LLC | 5.69% | No change | 69,569 | $30.4M |
| Quotient Wealth Partners, LLC | 1.08% | Reduce -60.6% | 63,015 | $30.3M |
| Avior Wealth Management, LLC | 1.41% | Add +3.8% | 63,005 | $30.3M |
| Ratio Wealth Group | 5.60% | Add +2.8% | 62,561 | $30.1M |
| Bleakley Financial Group, LLC | 0.86% | Add +1.2% | 62,093 | $29.8M |
| Prosperity Wealth Management, Inc. | 14.08% | Add +395.5% | 61,818 | $29.7M |
| Vident Advisory, LLC | 0.62% | Add +10.1% | 61,805 | $29.7M |
| B. Riley Wealth Advisors, Inc. | 0.80% | Add +4.7% | 75,127 | $29.6M |
| Associated Banc-Corp | 0.92% | Reduce -0.3% | 60,671 | $29.2M |
| West Paces Advisors Inc. | 7.62% | Add +6.0% | 60,146 | $28.9M |
| Buckingham Strategic Wealth, LLC | 0.30% | Add +6.0% | 59,967 | $28.8M |
| Charter Oak Capital Management, LLC | 3.08% | Reduce -1.2% | 59,872 | $28.8M |
| Tenon Financial LLC | 24.09% | — | 59,383 | $28.5M |
| Canton Hathaway, LLC | 7.66% | No change | 59,355 | $28.5M |
| Sage Financial Group Inc. | 2.54% | Add +0.1% | 58,784 | $28.3M |
| Oppenheimer & Co. Inc. | 0.46% | Add +4.1% | 58,080 | $27.9M |
| Crestwood Advisors Group, LLC | 0.61% | Add +8.1% | 57,938 | $27.9M |
| Beaird Harris Wealth Management, LLC | 2.70% | Add +8.7% | 57,567 | $27.7M |
| Independent Advisor Alliance | 1.00% | Reduce -51.4% | 57,380 | $27.6M |
| Zurich Insurance Group Ltd | 0.25% | Add +5.9% | 57,601 | $27.5M |
| Brookstone Capital Management | 0.49% | Add +4.3% | 57,209 | $27.5M |
| Strategic Blueprint, LLC | 1.90% | Add +10.3% | 55,748 | $26.8M |
| Aspire Capital Advisors LLC | 9.00% | Add +0.5% | 55,621 | $26.7M |
| Intelligent Financial Strategies | 16.51% | Add +35.6% | 55,377 | $26.6M |
| Christopher J. Hasenberg, Inc | 13.07% | Reduce -7.9% | 55,365 | $26.6M |
| Van Eck Associates Corp. | 0.04% | Reduce -0.1% | 55,056 | $26.5M |
| Tidal Investments LLC | 0.45% | New | 54,996 | $26.4M |
| Olympus Wealth Management, LLC | 15.67% | Reduce -22.7% | 54,994 | $26.4M |
| EP Wealth Advisors, LLC | 0.31% | Add +2.0% | 54,942 | $26.4M |
| Alta Advisers Ltd | 13.07% | Reduce -5.0% | 54,834 | $26.4M |
| Evercore Wealth Management, LLC | 0.41% | Reduce -0.5% | 54,831 | $26.4M |
| Franklin Resources Inc. | 0.01% | Add +8.1% | 54,761 | $26.3M |
| Bear Mountain Capital, Inc. | 11.34% | Reduce -8.0% | 57,179 | $26.3M |
| Sumitomo Life Insurance Co. | 0.68% | Reduce -27.0% | 61,900 | $26.3M |
| Rwa Wealth Partners, LLC | 0.35% | Add +73.1% | 54,640 | $26.3M |
| UNIVEST FINANCIAL Corp | 7.38% | Reduce -1.1% | 54,544 | $26.2M |
| Kingsview Wealth Management, LLC | 0.65% | Add +15.5% | 54,043 | $26.0M |
| Conning Inc. | 0.89% | Reduce -1.0% | 54,027 | $26.0M |
| Empowered Funds, LLC | 0.47% | Add +74.1% | 54,027 | $26.0M |
| PFG Advisors | 1.89% | Add +94.8% | 53,896 | $25.9M |
| Steward Partners Investment Solutions, LLC | 4.34% | Add +11.3% | 53,631 | $25.8M |
| Concourse Financial Group Securities, Inc. | 1.66% | Add +161.9% | 57,004 | $25.7M |
| Clifford Group, LLC | 21.13% | Add +8.9% | 53,232 | $25.6M |
| Legacy PCG, LLC | 15.95% | Add +10.7% | 52,875 | $25.4M |
| Principal Financial Group Inc. | 0.01% | Add +1.3% | 52,766 | $25.4M |
| Carolinas Wealth Consulting LLC | 4.98% | Add +4.2% | 52,527 | $25.2M |
| Prio Wealth Limited Partnership | 0.73% | Add +1.0% | 52,471 | $25.2M |
| Thompson Siegel & Walmsley LLC | 0.39% | Add +3.0% | 52,411 | $25.2M |
| TD Waterhouse Canada Inc. | 0.19% | Add +19.4% | 51,472 | $25.2M |
| SOA Wealth Advisors, LLC. | 5.19% | Add +1.0% | 52,173 | $25.1M |
| GenWealth Group, Inc. | 6.30% | Reduce -4.6% | 52,035 | $25.0M |
| Financial Management Professionals, Inc. | 3.68% | Add +5.2% | 51,952 | $25.0M |
| Williams Jones Wealth Management, LLC. | 0.32% | Reduce -2.6% | 51,843 | $24.9M |
| Private Capital Management LLC | 5.47% | Add +3.0% | 51,672 | $24.8M |
| Connectus Wealth, LLC | 0.67% | Add +11.0% | 51,447 | $24.7M |
| Cordgrass Capital Advisors, LLC | 7.70% | Add +0.8% | 51,431 | $24.7M |
| Sfm, LLC | 18.87% | Reduce -4.9% | 51,391 | $24.7M |
| Common Fund for Nonprofit Organizations | 4.19% | Add +27.9% | 58,134 | $24.7M |
| Southeast Asset Advisors, LLC | 2.96% | Add +0.2% | 51,149 | $24.6M |
| GTS Securities LLC | 0.66% | Add +56.0% | 51,068 | $24.5M |
| Plancorp, LLC | 1.05% | Add +14.5% | 50,317 | $24.2M |
| Eight 31 Financial, LLC | 15.16% | Reduce -15.8% | 50,184 | $24.1M |
| Advisory Services Network, LLC | 0.54% | Reduce -14.5% | 50,181 | $24.1M |
| Oxler Private Wealth LLC | 9.43% | Add +115.6% | 50,052 | $24.1M |
| First Hawaiian Bank | 0.75% | Reduce -4.6% | 49,932 | $24.0M |
| CM Wealth Advisors LLC | 6.82% | Reduce -11.2% | 50,201 | $23.9M |
| Great Valley Advisor Group, Inc. | 0.72% | Reduce -13.5% | 49,351 | $23.7M |
| Manchester Capital Management LLC | 2.90% | Reduce -2.5% | 48,942 | $23.5M |
| First National Bank of Omaha | 1.60% | Reduce -1.4% | 45,592 | $23.4M |
| Stuart Investment Advisors, Inc. | 14.93% | Reduce -9.3% | 47,899 | $23.0M |
| Clark Financial Services Group Inc. | 27.70% | Reduce -0.3% | 47,846 | $23.0M |
| IFG Advisors, LLC | 5.93% | Add +8.2% | 47,699 | $22.9M |
| Mitchell McLeod Pugh & Williams Inc. | 5.51% | Add +8.9% | 47,669 | $22.9M |
| Cullen/Frost Bankers, Inc. | 0.34% | Add +13.7% | 47,612 | $22.9M |
| Sandy Cove Advisors, LLC | 10.44% | Add +3.3% | 47,145 | $22.7M |
| Parsons Capital Management Inc. | 1.55% | Add +3.7% | 47,027 | $22.6M |
| First Citizens Bank & Trust Co. | 0.43% | Add +9.9% | 47,025 | $22.6M |
| Nan Shan Life Insurance Co., Ltd. | 0.53% | Reduce -76.2% | 46,979 | $22.6M |
| Leavell Investment Management, Inc. | 1.30% | Add +2.0% | 46,934 | $22.6M |
| EnRich Financial Partners LLC | 8.39% | Add +3.4% | 46,606 | $22.4M |
| Sapient Capital LLC | 0.50% | Reduce -7.8% | 46,558 | $22.4M |
| Royal Fund Management, LLC | 2.56% | Reduce -24.8% | 46,078 | $22.2M |
| First Financial Corp. | 11.22% | Reduce -0.6% | 45,999 | $22.1M |
| Wealth Group Ltd | 6.75% | Add +1.9% | 45,771 | $21.9M |
| Applied Capital LLC | 12.99% | Reduce -30.3% | 45,527 | $21.9M |
| Certus Wealth Management, LLC | 17.42% | Reduce -2.5% | 46,564 | $21.9M |
| Trust Co of the South | 5.02% | Add +49.6% | 45,195 | $21.7M |
| Omega Advisors (Leon Cooperman) | 0.90% | No change | 45,173 | $21.7M |
| Basso Capital Management, L.P. | 20.43% | Reduce -8.1% | 45,040 | $21.7M |
| St. Louis Trust Co | 3.38% | Add +41.4% | 44,958 | $21.6M |
| Foundations Investment Advisors, LLC | 0.57% | Reduce -2.2% | 44,919 | $21.6M |
| Arkadios Wealth Advisors | 1.67% | Reduce -4.1% | 44,894 | $21.6M |
| Whittier Trust Co. of Nevada Inc. | 0.62% | Reduce -0.4% | 44,877 | $21.6M |
| Exencial Wealth Advisors, LLC | 0.80% | Add +7.1% | 44,616 | $21.4M |
| Guardian Financial Partners, LLC | 14.66% | Reduce -5.5% | 44,500 | $21.4M |
| CW Advisors, LLC | 0.37% | Add +0.1% | 43,986 | $21.1M |
| Ade, LLC | 14.04% | Add +1.8% | 43,600 | $21.0M |
| First Merchants Corp. | 1.57% | Add +8.1% | 43,520 | $20.9M |
| First Horizon Advisors, Inc. | 0.65% | Reduce -6.6% | 43,441 | $20.9M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 2.01% | Reduce -32.9% | 43,434 | $20.9M |
| Vicus Capital | 1.90% | Add +1.7% | 43,247 | $20.8M |
| Waverly Advisors, LLC | 0.49% | Add +36.1% | 43,225 | $20.8M |
| Berkshire Hathaway | 0.01% | No change | 43,000 | $20.7M |
| Kinsale Capital Group, Inc. | 8.17% | Add +114.9% | 42,988 | $20.7M |
| Retirement Systems of Alabama | 0.08% | Add +22.9% | 42,877 | $20.6M |
| Brass Tax Wealth Management, Inc. | 10.72% | — | 42,781 | $20.6M |
| QRG Capital Management, Inc. | 0.26% | Add +33.4% | 42,618 | $20.5M |
| Rational Advisors, Inc. | 1.94% | Reduce -13.3% | 42,485 | $20.4M |
| High Net Worth Advisory Group LLC | 6.35% | Add +1.1% | 41,942 | $20.2M |
| Valeo Financial Advisors, LLC | 0.72% | Add +4.3% | 43,273 | $20.1M |
| CVA Family Office, LLC | 3.57% | Reduce -4.3% | 41,570 | $20.0M |
| KilterHowling LLC | 13.99% | Add +2.2% | 41,429 | $19.9M |
| Baltimore-Washington Financial Advisors, Inc. | 1.26% | Add +6.6% | 41,294 | $19.9M |
| Core Wealth Advisors, Inc. | 6.73% | Reduce -4.9% | 41,187 | $19.8M |
| Integrated Advisors Network LLC | 1.01% | Add +18.0% | 41,134 | $19.8M |
| Y.D. More Investments Ltd | 3.49% | Add +2.2% | 40,994 | $19.7M |
| Venture Visionary Partners LLC | 0.93% | Add +1.9% | 40,783 | $19.6M |
| CWS Financial Advisors, LLC | 8.02% | Add +3.1% | 40,730 | $19.6M |
| First Command Advisory Services, Inc. | 0.20% | Reduce -3.1% | 40,470 | $19.5M |
| Claro Advisors Inc. | 3.38% | Add +33.1% | 40,423 | $19.4M |
| Summit Financial, LLC | 1.15% | Add +6.8% | 40,274 | $19.4M |
| Stratos Wealth Advisors, LLC | 1.15% | Add +2.0% | 40,206 | $19.3M |
| Diversify Advisory Services, LLC | 1.13% | — | 40,037 | $19.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.22% | No change | 40,000 | $19.2M |
| Baker Tilly Wealth Management, LLC | 3.44% | Add +7.4% | 39,598 | $19.0M |
| Passaic Partners LLC | 2.73% | New | 39,426 | $19.0M |
| Aptus Capital Advisors, LLC | 0.41% | Add +13.9% | 39,335 | $18.9M |
| Beaumont Financial Advisors, LLC | 1.56% | Add +3.0% | 39,249 | $18.9M |
| Harbor Advisory Corp. | 6.41% | Reduce -0.2% | 39,159 | $18.8M |
| Sensible Financial Planning & Management, LLC. | 4.13% | Add +3.1% | 38,873 | $18.7M |
| Cassady Schiller Wealth Management, LLC | 8.34% | Add +10.2% | 38,865 | $18.7M |
| Romano Brothers and Company | 2.54% | Add +1.6% | 38,587 | $18.5M |
| Spire Wealth Management | 0.34% | Add +16.2% | 38,323 | $18.4M |
| American Century Companies Inc. | 0.01% | Add +11.7% | 38,300 | $18.4M |
| North Star Investment Management Corp. | 1.31% | Add +6.9% | 38,279 | $18.4M |
| Capital Management Associates, Inc | 13.52% | Add +1.8% | 38,182 | $18.4M |
| Stephens Inc. | 0.28% | Reduce -7.7% | 38,079 | $18.3M |
| Ameritas Advisory Services, LLC | 0.75% | Add +40.6% | 39,052 | $18.3M |
| Waldron Private Wealth LLC | 0.82% | Add +13.7% | 37,873 | $18.2M |
| MKT Advisors LLC | 9.94% | Add +1.1% | 38,355 | $18.1M |
| Oikos Holdings LLC | 4.60% | No change | 37,567 | $18.1M |
| Focus Financial Network, Inc. | 0.87% | — | 39,097 | $17.9M |
| Riverpoint Wealth Management Holdings, LLC | 4.96% | Add +0.8% | 37,112 | $17.8M |
| Heritage Wealth Advisors | 0.81% | Add +0.1% | 37,087 | $17.8M |
| PKO Investment Management Joint-Stock Co | 2.12% | Reduce -2.0% | 36,870 | $17.8M |
| Spectrum Investment Advisors, Inc. | 13.14% | Add +1.1% | 37,031 | $17.8M |
| Naples Global Advisors, LLC | 1.79% | Add +0.9% | 36,355 | $17.5M |
| Jane Street Group, LLC | 0.02% | Add +1748.9% | 36,072 | $17.3M |
| Keystone Financial Group | 2.54% | Add +39.2% | 36,066 | $17.3M |
| EverSource Wealth Advisors, LLC | 1.35% | Add +1.9% | 37,080 | $17.1M |
| Farmers & Merchants Investments Inc. | 0.58% | No change | 35,579 | $17.1M |
| Peak Financial Management, Inc. | 5.42% | Reduce -2.9% | 35,545 | $17.1M |
| Ategra Capital Management, LLC | 7.83% | Add +0.7% | 35,453 | $17.0M |
| Apexium Financial, LP | 1.29% | Add +0.2% | 35,452 | $17.0M |
| Townsquare Capital LLC | 0.25% | Add +255.6% | 35,176 | $16.9M |
| FWG Investments, LLC. | 18.30% | Reduce -0.8% | 35,123 | $16.9M |
| Stonegate Investment Group, LLC | 0.53% | Reduce -1.5% | 35,103 | $16.9M |
| Peachtree Investment Partners, LLC | 6.79% | Add +9.9% | 34,943 | $16.8M |
| Prospera Financial Services Inc | 0.50% | Reduce -15.2% | 34,912 | $16.8M |
| Verdence Capital Advisors LLC | 1.52% | Reduce -0.5% | 34,842 | $16.7M |
| Benchmark Wealth Management, LLC | 9.08% | Add +0.1% | 34,645 | $16.7M |
| Ocean Park Asset Management, LLC | 0.78% | Reduce -15.3% | 34,624 | $16.6M |
| Dynamic Advisor Solutions LLC | 0.56% | Reduce -5.1% | 34,570 | $16.6M |
| Cornerstone Wealth Group, LLC | 1.53% | New | 34,560 | $16.6M |
| First National Trust Co | 0.67% | Reduce -4.3% | 34,510 | $16.6M |
| Sequoia Financial Advisors, LLC | 0.21% | Add +52.3% | 34,467 | $16.6M |
| Everett Harris & Co. | 0.22% | Reduce -5.8% | 34,154 | $16.4M |
| Traction Financial Partners, LLC | 12.81% | Add +2.9% | 34,271 | $16.4M |
| Pinnacle Bancorp, Inc. | 4.85% | Reduce -0.2% | 34,122 | $16.4M |
| Brighton Jones LLC | 0.59% | Add +94.8% | 34,100 | $16.4M |
| Integral Investment Advisors, Inc. | 6.75% | Add +16.3% | 33,918 | $16.3M |
| Brave Asset Management Inc. | 4.22% | Add +0.5% | 33,802 | $16.2M |
| BCS Wealth Management | 5.20% | Add +27.7% | 33,694 | $16.2M |
| Redwood Investment Management, LLC | 1.54% | Reduce -25.2% | 33,683 | $16.2M |
| Bowman & Co S.C. | 9.80% | Reduce -0.9% | 33,559 | $16.1M |
| TruWealth Advisors, LLC | 1.13% | Add +3.8% | 33,573 | $16.1M |
| Lakeshore Financial Planning, Inc. | 8.13% | Reduce -0.2% | 33,407 | $16.1M |
| Southland Equity Partners LLC | 4.50% | Add +2.5% | 33,352 | $16.0M |
| Almanack Investment Partners, LLC. | 2.73% | Add +8.4% | 33,352 | $16.0M |
| Bryant Woods Investment Advisors, LLC | 9.44% | Add +11.3% | 33,294 | $16.0M |
| Argent Trust Co | 0.72% | Add +6.3% | 33,291 | $16.0M |
| FSB Premier Wealth Management, Inc. | 7.44% | Reduce -0.2% | 33,238 | $16.0M |
| Ogorek Anthony Joseph /NY/ | 5.54% | Add +796.9% | 33,167 | $15.9M |
| Marshall Financial Group Inc. | 5.25% | Reduce -1.8% | 33,139 | $15.9M |
| Moisand Fitzgerald Tamayo, LLC | 2.43% | Reduce -5.3% | 33,020 | $15.9M |
| Virtue Capital Management, LLC | 2.85% | New | 33,629 | $15.9M |
| Abacus Planning Group, Inc. | 3.09% | Reduce -2.3% | 32,884 | $15.8M |
| First National Bank Sioux Falls | 8.55% | Add +10.2% | 32,582 | $15.7M |
| Motley Fool Wealth Management, LLC | 0.81% | Reduce -0.4% | 32,556 | $15.6M |
| Ballentine Capital Advisors, Inc | 8.54% | Add +1.9% | 32,378 | $15.5M |
| Thrive Capital Management, LLC | 8.24% | Add +1546.3% | 84,093 | $15.5M |
| IMC-Chicago, LLC | 0.54% | Reduce -68.3% | 32,060 | $15.4M |
| Wheelhouse Advisory Group LLC | 11.79% | Add +5.6% | 31,948 | $15.4M |
| TFB Advisors LLC | 5.54% | Add +10.8% | 33,228 | $15.3M |
| Sharkey, Howes & Javer | 2.50% | Reduce -16.4% | 31,786 | $15.3M |
| Tsfg, LLC | 3.85% | Add +692.4% | 31,767 | $15.3M |
| Blue Square Asset Management, LLC | 10.38% | Reduce -19.2% | 31,750 | $15.3M |
| IFP Advisors, Inc | 0.67% | Add +15.8% | 31,651 | $15.2M |
| Braun Stacey Associates Inc. | 0.60% | Reduce -8.4% | 31,600 | $15.2M |
| Toronto Dominion Bank | 0.02% | No change | 31,588 | $15.2M |
| Johnson Investment Counsel Inc. | 0.16% | Add +30.2% | 31,562 | $15.2M |
| TrueWealth Financial Partners | 10.64% | Reduce -0.1% | 31,541 | $15.2M |
| First Bank & Trust | 3.13% | Add +4.0% | 31,472 | $15.1M |
| Fulton Bank, N.A. | 0.61% | Add +64.4% | 31,122 | $15.0M |
| Burney Co./ | 0.57% | Add +0.1% | 31,032 | $14.9M |
| SG Americas Securities, LLC | 0.08% | Add +57.7% | 30,957 | $14.9M |
| Parallel Advisors, LLC | 0.40% | Add +2.0% | 30,912 | $14.9M |
| Mgo One Seven LLC | 0.77% | Add +1.6% | 30,891 | $14.8M |
| Hoylecohen, LLC | 1.13% | Add +4.6% | 30,679 | $14.7M |
| One Capital Management, LLC | 0.53% | Add +2.6% | 30,574 | $14.7M |
| Elm Partners Management LLC | 1.16% | Add +2.9% | 30,501 | $14.7M |
| Alexander Labrunerie & Co., Inc. | 8.31% | — | 30,482 | $14.7M |
| Okabena Investment Services Inc. | 4.88% | Add +114.6% | 30,460 | $14.6M |
| Carnegie Investment Counsel | 0.46% | Add +0.1% | 30,427 | $14.6M |
| Highline Wealth Partners LLC | 5.95% | Add +18.5% | 30,380 | $14.6M |
| Kathleen S. Wright Associates Inc. | 6.88% | Add +5.5% | 30,375 | $14.6M |
| waypoint wealth counsel | 11.24% | Add +1.7% | 30,333 | $14.6M |
| Caerus Investment Advisors, LLC | 14.01% | Reduce -20.1% | 30,220 | $14.5M |
| Montag A & Associates Inc. | 0.73% | Add +7.6% | 30,158 | $14.5M |
| Cary Street Partners Investment Advisory LLC | 0.61% | Add +62.7% | 30,108 | $14.5M |
| Brown Brothers Harriman & Co. | 0.11% | Add +3.4% | 29,898 | $14.4M |
| Curbstone Financial Management Corp | 3.10% | Add +1.0% | 29,840 | $14.3M |
| Eq LLC | 8.81% | Add +10.2% | 29,746 | $14.3M |
| Sound View Wealth Advisors Group, LLC | 1.52% | Reduce -6.8% | 29,695 | $14.3M |
| Blackston Financial Advisory Group, LLC | 9.43% | Add +2.1% | 29,567 | $14.2M |
| CSS LLC | 3.46% | Add +227.8% | 29,500 | $14.2M |
| Vectors Research Management, LLC | 3.98% | Reduce -36.6% | 29,328 | $14.1M |
| Rareview Capital LLC | 13.85% | Add +19.1% | 29,299 | $14.1M |
| Lodestar Private Asset Management LLC | 2.00% | Add +0.9% | 29,197 | $14.0M |
| Lanham O'Dell & Company, Inc. | 7.06% | Add +9.4% | 29,008 | $13.9M |
| Thomist Capital Management, LP | 5.83% | Add +152.1% | 28,996 | $13.9M |
| O'Connor Financial Group LLC | 8.30% | Add +9.4% | 28,983 | $13.9M |
| Avory & Company, LLC | 9.43% | No change | 28,810 | $13.8M |
| Baker Ellis Asset Management LLC | 2.06% | Add +3.8% | 28,772 | $13.8M |
| Marcum Wealth, LLC | 1.40% | Reduce -3.9% | 28,753 | $13.8M |
| Evanson Asset Management, LLC | 1.03% | Add +24.8% | 28,649 | $13.8M |
| Mandatum Life Insurance Co Ltd | 4.60% | No change | 28,637 | $13.8M |
| Dorsey & Whitney Trust CO LLC | 0.94% | Reduce -2.0% | 28,542 | $13.7M |
| Element Pointe Advisors, LLC | 3.51% | Reduce -0.0% | 28,541 | $13.7M |
| Asset Allocation & Management Company, LLC | 8.98% | No change | 28,523 | $13.7M |
| 1834 Investment Advisors Co. | 1.63% | Reduce -7.1% | 28,490 | $13.7M |
| Battery Global Advisors, LLC | 11.11% | New | 28,486 | $13.7M |
| Triad Wealth Partners, LLC | 10.50% | — | 28,465 | $13.7M |
| S&T Bank | 2.62% | Reduce -2.0% | 28,434 | $13.7M |
| Braun-Bostich & Associates Inc. | 11.31% | Add +106.4% | 28,113 | $13.5M |
| NewEdge Wealth, LLC | 0.30% | Add +53.1% | 29,086 | $13.5M |
| LBMC Investment Advisors, LLC | 1.17% | Reduce -3.0% | 28,024 | $13.5M |
| Retirement Capital Strategies | 5.50% | Reduce -5.1% | 27,990 | $13.5M |
| Madden Advisory Services, Inc. | 7.08% | Reduce -1.1% | 27,959 | $13.4M |
| Abbrea Capital, LLC | 1.77% | Add +4.9% | 27,906 | $13.4M |
| Courier Capital LLC | 0.97% | Add +119.3% | 27,887 | $13.4M |
| Gainplan LLC | 6.46% | Add +5.5% | 27,767 | $13.3M |
| Parkside Advisors LLC | 3.43% | Reduce -4.7% | 27,738 | $13.3M |
| Plan Group Financial, LLC | 8.73% | Add +26.6% | 27,670 | $13.3M |
| Walkner Condon Financial Advisors LLC | 2.81% | Add +3.8% | 27,532 | $13.2M |
| Regal Investment Advisors LLC | 0.90% | Add +2.9% | 27,469 | $13.2M |
| Guardian Wealth Advisors, LLC / NC | 1.60% | Add +0.1% | 27,282 | $13.1M |
| Gibson Wealth Advisors LLC | 12.59% | — | 27,189 | $13.1M |
| Evolution Wealth Advisors, LLC | 2.50% | Reduce -3.0% | 27,188 | $13.1M |
| GAM Holding AG | 0.94% | Reduce -29.9% | 27,157 | $13.1M |
| Fairway Wealth LLC | 8.84% | Add +0.2% | 27,123 | $13.0M |
| North Star Asset Management Inc. | 0.61% | Reduce -50.9% | 27,004 | $13.0M |
| Philadelphia Trust Co. | 1.04% | Add +0.2% | 26,911 | $12.9M |
| Twin Focus Capital Partners, LLC | 2.46% | Add +0.6% | 26,898 | $12.9M |
| DeDora Capital, Inc. | 4.11% | Reduce -8.5% | 26,885 | $12.9M |
| Northstar Group, Inc. | 2.62% | Add +1.3% | 26,653 | $12.8M |
| U.S. Capital Wealth Advisors, LLC | 0.50% | Add +6.7% | 26,610 | $12.8M |
| Mittelman Wealth Management | 8.65% | — | 26,574 | $12.8M |
| Sachem Hill LLC | 2.99% | Reduce -3.5% | 26,516 | $12.7M |
| Sendero Wealth Management, LLC | 2.19% | Reduce -3.3% | 26,496 | $12.7M |
| Savvy Advisors, Inc. | 7.33% | Add +124.8% | 26,444 | $12.7M |
| Van Strum & Towne Inc. | 4.64% | Reduce -8.5% | 26,406 | $12.7M |
| Haverford Trust Co | 0.13% | Reduce -0.6% | 26,276 | $12.6M |
| Unconventional Investor, LLC | 9.10% | Add +0.4% | 26,275 | $12.6M |
| Adero Partners, LLC | 0.95% | Add +0.3% | 26,180 | $12.6M |
| Glenview Trust Co | 0.27% | Add +8.8% | 26,004 | $12.5M |
| Moody National Bank Trust Division | 0.98% | Reduce -0.7% | 25,987 | $12.5M |
| CORDA Investment Management, LLC. | 0.99% | Add +0.7% | 25,805 | $12.4M |
| Lowery Thomas, LLC | 9.49% | Add +23.3% | 25,793 | $12.4M |
| Sowell Financial Services LLC | 0.58% | Reduce -4.6% | 25,791 | $12.4M |
| Balentine LLC | 0.37% | Add +1.7% | 25,738 | $12.4M |
| Susquehanna International Group, LLP | 0.02% | Add +53.6% | 25,626 | $12.3M |
| Wesbanco Bank Inc. | 0.46% | Add +47.3% | 25,463 | $12.2M |
| WNY Asset Management, LLC | 1.86% | Add +2.6% | 25,414 | $12.2M |
| Advisory Services & Investments, LLC | 8.40% | Reduce -0.8% | 25,328 | $12.2M |
| Crewe Advisors LLC | 1.42% | Add +15.9% | 25,292 | $12.2M |
| Piedmont Capital Management, LLC | 8.24% | Add +1.5% | 25,417 | $12.1M |
| Roth Financial Partners LLC | 5.37% | Add +1.0% | 25,239 | $12.1M |
| FourThought Financial Partners, LLC | 1.38% | Add +11.9% | 25,141 | $12.1M |
| Westmount Partners, LLC | 4.34% | Add +5.4% | 25,074 | $12.1M |
| Bangor Savings Bank | 1.23% | Add +10.2% | 24,947 | $12.0M |
| Imprint Wealth LLC | 2.91% | Add +525.9% | 24,959 | $12.0M |
| Evergreen Capital Management LLC | 0.45% | Add +8.4% | 24,892 | $12.0M |
| Perissos Private Wealth Management, LLC | 10.81% | — | 24,796 | $11.9M |
| Good Life Advisors, LLC | 1.06% | Reduce -74.3% | 24,778 | $11.9M |
| Amundi | 0.01% | Add +35.1% | 25,738 | $11.8M |
| Graypoint LLC | 0.85% | Add +18.8% | 24,433 | $11.7M |
| Abound Wealth Management | 4.47% | Add +1.1% | 24,396 | $11.7M |
| Rossmore Private Capital | 1.53% | Add +0.1% | 24,255 | $11.7M |
| NorthCoast Asset Management LLC | 0.15% | Reduce -16.1% | 24,149 | $11.6M |
| Traphagen Investment Advisors LLC | 1.23% | Reduce -0.2% | 24,059 | $11.6M |
| Wintrust Investments LLC | 1.02% | Reduce -5.9% | 24,044 | $11.6M |
| First American Bank | 0.87% | Reduce -2.0% | 24,028 | $11.6M |
| Kohmann Bosshard Financial Services, LLC | 1.60% | Reduce -0.1% | 23,854 | $11.5M |
| Howland Capital Management LLC | 0.55% | Add +22.1% | 23,836 | $11.5M |
| Verum Partners LLC | 4.07% | Add +24.9% | 23,786 | $11.4M |
| Sykon Capital LLC | 4.11% | New | 23,658 | $11.4M |
| Pachira Investments Inc. | 9.28% | Reduce -8.3% | 23,629 | $11.4M |
| Nicolet Advisory Services, LLC | 1.14% | Reduce -7.3% | 23,570 | $11.2M |
| Joel Isaacson & Co., LLC | 0.62% | Add +14.0% | 23,386 | $11.2M |
| Cynosure Group, LLC | 2.01% | Add +12.2% | 23,334 | $11.2M |
| McClarren Financial Advisors, Inc. | 8.04% | Reduce -0.9% | 23,274 | $11.2M |
| Security Financial Services, INC. | 2.52% | Add +2.5% | 23,186 | $11.1M |
| Allworth Financial LP | 0.08% | Add +91.3% | 23,053 | $11.1M |
| Professional Financial Advisors, LLC | 3.17% | Reduce -52.3% | 23,016 | $11.1M |
| Armstrong Advisory Group, Inc. | 1.07% | No change | 25,290 | $11.0M |
| Avidian Wealth Enterprises, LLC | 0.59% | Reduce -0.3% | 22,950 | $11.0M |
| IHT Wealth Management, LLC | 0.44% | Add +2.4% | 22,927 | $11.0M |
| Resonant Capital Advisors, LLC | 0.94% | Reduce -0.5% | 22,919 | $11.0M |
| CSM Advisors, LLC | 0.72% | Reduce -10.6% | 22,770 | $10.9M |
| Baron Silver Stevens Financial Advisors, LLC | 2.13% | Reduce -0.6% | 22,723 | $10.9M |
| Fidelis Capital Partners, LLC | 1.65% | Add +111.6% | 22,660 | $10.9M |
| Dodds Wealth, LLC | 4.43% | Add +13.4% | 22,653 | $10.9M |
| Flower City Capital | 7.13% | Reduce -0.8% | 22,311 | $10.7M |
| Genus Capital Management Inc. | 1.39% | — | 22,288 | $10.7M |
| BancFirst Trust & Investment Management | 5.11% | Reduce -32.3% | 22,190 | $10.7M |
| Waterloo Capital, L.P. | 1.36% | Add +0.9% | 22,096 | $10.6M |
| Strategic Financial Concepts, LLC | 2.55% | Add +98.2% | 21,984 | $10.6M |
| Schneider Downs Wealth Management Advisors, LP | 2.43% | Add +0.1% | 21,963 | $10.6M |
| Choate Investment Advisors | 0.28% | Add +331.4% | 21,951 | $10.6M |
| Hilltop National Bank | 3.58% | — | 21,910 | $10.5M |
| Soundwatch Capital LLC | 2.05% | Add +104.3% | 21,871 | $10.5M |
| Zuckerman Investment Group, LLC | 1.21% | Add +5.6% | 21,796 | $10.5M |
| Snowden Capital Advisors LLC | 0.33% | Add +37.1% | 21,715 | $10.4M |
| Capital City Trust Co. | 2.90% | Add +1.0% | 21,700 | $10.4M |
| ArchPoint Investors | 4.38% | New | 21,661 | $10.4M |
| Coombe, Bender & Co LLC | 6.30% | Reduce -3.9% | 21,565 | $10.4M |
| Strategic Wealth Partners Group, LLC | 1.14% | Add +1.0% | 21,434 | $10.3M |
| Washington Trust Advisors, Inc. | 0.94% | Reduce -0.3% | 21,257 | $10.2M |
| New England Asset Management Inc. | 1.64% | No change | 21,125 | $10.2M |
| Laurel Wealth Planning LLC | 6.73% | Reduce -3.0% | 21,083 | $10.1M |
| Sunburst Financial Group, LLC | 2.86% | Reduce -0.9% | 21,033 | $10.1M |
| Founders Financial Securities LLC | 1.06% | Add +41.5% | 21,004 | $10.1M |
| Disciplina Capital Management LLC | 1.70% | Reduce -2.4% | 20,954 | $10.1M |
| West Financial Advisors, LLC | 2.16% | Reduce -2.3% | 20,931 | $10.1M |
| Flagship Harbor Advisors, LLC | 0.65% | Reduce -0.9% | 20,894 | $10.0M |
| TRUE Private Wealth Advisors | 1.15% | Reduce -33.5% | 20,859 | $10.0M |
| Mercer Investments LLC | 15.99% | Reduce -48.4% | 20,814 | $10.0M |
| Red Cedar Investment Management, LLC | 1.25% | Add +70.9% | 20,759 | $10.0M |
| Beacon Bridge Wealth Partners, LLC | 4.70% | Reduce -3.1% | 20,711 | $10.0M |
| Kingdom Financial Group LLC. | 6.99% | Add +51.7% | 20,694 | $9.9M |
| Kovack Advisors, Inc. | 1.20% | Add +8.2% | 20,622 | $9.9M |
| Level Four Advisory Services, LLC | 0.54% | No change | 22,665 | $9.9M |
| Tompkins Financial Corp. | 1.11% | Add +63.5% | 20,405 | $9.8M |
| Legacy Advisors, LLC | 1.24% | Add +3.4% | 20,393 | $9.8M |
| Insigneo Advisory Services, LLC | 1.16% | Add +19.8% | 20,376 | $9.8M |
| Sivia Capital Partners, LLC | 6.65% | Add +0.3% | 20,350 | $9.8M |
| Coyle Financial Counsel LLC | 3.48% | Add +2.6% | 20,263 | $9.7M |
| Wetzel Investment Advisors, Inc. | 5.72% | Add +2.9% | 21,167 | $9.7M |
| Ziegler Capital Management, LLC | 0.37% | Add +0.8% | 20,082 | $9.7M |
| Retirement Planning Group, LLC | 0.74% | Add +6.0% | 20,061 | $9.6M |
| AQR Capital Management | 0.02% | Add +17.8% | 20,055 | $9.6M |
| Smith Shellnut Wilson LLC | 5.10% | Add +7.1% | 20,021 | $9.6M |
| KWB Wealth | 1.29% | Reduce -1.1% | 20,004 | $9.6M |
| Edgestream Partners, L.P. | 0.48% | Add +28.8% | 19,964 | $9.6M |
| Running Point Capital Advisors, LLC | 4.29% | Add +13.2% | 19,949 | $9.6M |
| LS Investment Advisors, LLC | 1.50% | Add +46.9% | 19,675 | $9.5M |
| Parkside Financial Bank & Trust | 1.52% | Add +1.6% | 19,643 | $9.4M |
| FSA Advisors, Inc. | 9.98% | Reduce -5.6% | 19,387 | $9.3M |
| Copperwynd Financial, LLC | 3.34% | Add +3.7% | 19,308 | $9.3M |
| Three Bridge Wealth Advisors, LLC | 3.65% | Add +56.1% | 19,260 | $9.3M |
| LifePlan Investment Advisors, Inc. | 7.38% | Add +1.3% | 19,259 | $9.3M |
| Reliant Wealth Planning | 4.43% | Reduce -69.0% | 19,246 | $9.3M |
| Connecticut Wealth Management, LLC | 0.49% | Add +2.0% | 19,208 | $9.2M |
| Hikari Power Ltd | 0.79% | No change | 19,200 | $9.2M |
| Websterrogers Financial Advisors, LLC | 3.27% | Add +21.1% | 19,142 | $9.2M |
| Per Stirling Capital Management, LLC. | 1.53% | Add +1.9% | 19,133 | $9.2M |
| Adams Wealth Management | 2.23% | Reduce -4.9% | 19,031 | $9.1M |
| Activest Wealth Management | 4.40% | Reduce -1.3% | 19,009 | $9.1M |
| SpiderRock Advisors, LLC | 0.30% | — | 19,286 | $9.1M |
| Wellington Shields Capital Management, LLC | 1.72% | Add +8.0% | 18,946 | $9.1M |
| Berger Financial Group, Inc | 0.75% | Reduce -2.3% | 18,842 | $9.1M |
| Stelac Advisory Services LLC | 4.24% | Add +24.7% | 18,794 | $9.0M |
| Family CFO Inc | 5.59% | Reduce -0.2% | 18,776 | $9.0M |
| InTrack Investment Management Inc | 6.70% | Add +1.3% | 18,771 | $9.0M |
| BluePointe Capital Management, LLC | 6.19% | Add +7.4% | 18,766 | $9.0M |
| Wealthspire Retirement, LLC | 0.77% | Reduce -1.0% | 18,648 | $9.0M |
| Headlands Technologies LLC | 2.15% | Add +255.4% | 18,635 | $9.0M |
| Harbor Investment Advisory, LLC | 0.93% | Add +1.0% | 18,526 | $8.9M |
| Independent Financial Group, LLC | 0.41% | Add +12.6% | 18,513 | $8.9M |
| Sage Investment Advisers LLC | 10.20% | Add +5.4% | 18,502 | $8.9M |
| Matrix Asset Advisors Inc. | 1.06% | Add +26.8% | 18,468 | $8.9M |
| Boston Trust Walden Corp | 0.06% | Add +21.3% | 18,402 | $8.8M |
| Greenhouse Wealth Management, LLC | 6.61% | Reduce -2.3% | 18,354 | $8.8M |
| Golden Road Advisors LLC | 7.32% | Reduce -1.9% | 18,338 | $8.8M |
| Guggenheim Capital LLC | 0.06% | Reduce -24.4% | 18,326 | $8.8M |
| Park Avenue Securities LLC | 0.11% | Add +41.0% | 18,325 | $8.8M |
| Allegiance Financial Group Advisory Services LLC | 3.59% | Reduce -0.3% | 18,256 | $8.8M |
| Laird Norton Wetherby Wealth Management, LLC | 0.42% | Add +0.9% | 18,162 | $8.7M |
| Certuity, LLC | 0.76% | Add +6.1% | 17,923 | $8.6M |
| Leith Wheeler Investment Counsel Ltd. | 0.83% | No change | 17,859 | $8.6M |
| Viewpoint Capital Management LLC | 5.45% | Reduce -1.2% | 17,832 | $8.6M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +20.0% | 17,822 | $8.6M |
| Americana Partners, LLC | 0.71% | Add +39.8% | 17,791 | $8.6M |
| Hilltop Holdings Inc. | 0.95% | Add +0.6% | 17,786 | $8.5M |
| Legacy Private Trust Co. | 0.62% | Reduce -3.4% | 17,755 | $8.5M |
| MMBG Investment Advisors Co. | 0.90% | Reduce -11.8% | 17,745 | $8.5M |
| Empower Advisory Group, LLC | 0.03% | Add +1.9% | 17,674 | $8.5M |
| Hartline Investment Corp./ | 1.49% | New | 17,638 | $8.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.49% | Add +11.2% | 17,638 | $8.5M |
| Sage Financial Management Group, Inc. | 4.01% | Add +1.7% | 17,625 | $8.5M |
| CreativeOne Wealth, LLC | 0.34% | Add +19.1% | 17,593 | $8.5M |
| Semmax Financial Advisors Inc. | 2.77% | Add +12.9% | 17,575 | $8.4M |
| Thrive Wealth Management, LLC | 1.74% | Reduce -2.7% | 17,489 | $8.4M |
| Denver PWM, LLC | 3.25% | Add +1495.2% | 17,754 | $8.4M |
| Halpern Financial, Inc. | 2.44% | Reduce -1.4% | 17,573 | $8.4M |
| Personal Cfo Solutions, LLC | 1.31% | Reduce -10.8% | 17,422 | $8.4M |
| Bishop & Co Investment Management, LLC | 3.46% | Add +19.3% | 17,398 | $8.4M |
| Financial Enhancement Group LLC | 1.37% | Reduce -0.9% | 17,763 | $8.3M |
| Marble Harbor Investment Counsel, LLC | 0.96% | Reduce -0.6% | 17,302 | $8.3M |
| Defined Wealth Management, LLC | 5.97% | Reduce -0.5% | 17,275 | $8.3M |
| Stevard, LLC | 7.45% | Reduce -1.2% | 17,198 | $8.3M |
| Aveo Capital Partners, LLC | 0.90% | Reduce -7.9% | 17,566 | $8.3M |
| Visionary Wealth Advisors | 0.56% | Add +0.3% | 17,142 | $8.2M |
| TD Capital Management LLC | 0.88% | Add +0.8% | 17,139 | $8.2M |
| First United Bank & Trust | 3.05% | Reduce -1.2% | 17,131 | $8.2M |
| GM Advisory Group, LLC | 0.58% | Add +1.4% | 17,087 | $8.2M |
| Clark Capital Management Group, Inc. | 0.06% | Add +5.5% | 17,002 | $8.2M |
| Lazard Asset Management LLC | 0.01% | Add +27.7% | 16,939 | $8.1M |
| Thoroughbred Financial Services, LLC | 0.78% | Reduce -19.1% | 16,927 | $8.1M |
| Autumn Glory Partners, LLC | 3.93% | Add +0.0% | 16,697 | $8.0M |
| Pullen Investment Management, LLC | 6.78% | — | 16,693 | $8.0M |
| Clifford Swan Investment Counsel LLC | 0.30% | Add +1.7% | 16,684 | $8.0M |
| Navis Wealth Advisors, LLC | 9.61% | No change | 16,649 | $8.0M |
| New England Private Wealth Advisors LLC | 1.41% | Reduce -4.8% | 16,636 | $8.0M |
| Csenge Advisory Group | 0.45% | Reduce -3.7% | 16,623 | $8.0M |
| DRW Securities, LLC | 0.45% | Add +602.3% | 16,581 | $8.0M |
| First Foundation Advisors | 0.32% | Reduce -15.6% | 16,522 | $7.9M |
| Focus Partners Advisor Solutions, LLC | 0.23% | Reduce -18.8% | 16,466 | $7.9M |
| Bremer Bank National Association | 1.46% | Add +4.8% | 16,436 | $7.9M |
| Future Financial Wealth Managment LLC | 6.02% | Add +25.9% | 16,283 | $7.8M |
| NavPoint Financial, Inc. | 6.80% | Reduce -3.6% | 16,274 | $7.8M |
| Florida Financial Advisors, LLC | 5.75% | Add +38.0% | 16,271 | $7.8M |
| University of Chicago | 11.28% | Reduce -9.0% | 16,270 | $7.8M |
| PAX Financial Group, LLC | 1.56% | Add +0.9% | 16,202 | $7.8M |
| Alpha Cubed Investments, LLC | 0.41% | Reduce -11.3% | 16,168 | $7.8M |
| N.E.W. Advisory Services LLC | 0.86% | Add +43.2% | 16,104 | $7.7M |
| Heritage Investors Management Corp. | 0.27% | Reduce -2.6% | 16,065 | $7.7M |
| Marotta Asset Management | 1.59% | Reduce -1.7% | 16,028 | $7.7M |
| Schear Investment Advisers, LLC | 6.17% | Reduce -23.0% | 15,976 | $7.7M |
| Trexquant Investment LP | 0.15% | Add +630.0% | 15,964 | $7.7M |
| White Lighthouse Investment Management Inc. | 1.56% | Add +6.3% | 15,932 | $7.7M |
| Whitaker-Myers Wealth Managers, LTD. | 3.22% | Reduce -13.4% | 15,875 | $7.6M |
| SOL Capital Management CO | 0.96% | Reduce -32.4% | 15,862 | $7.6M |
| Rockwood Wealth Management, LLC | 0.97% | Reduce -1.4% | 15,666 | $7.5M |
| Prosperitas Financial LLC | 4.82% | Add +6.6% | 15,654 | $7.5M |
| World Equity Group, Inc. | 1.54% | Reduce -10.0% | 15,622 | $7.5M |
| Stock Yards Bank & Trust Co. | 0.25% | Add +4.2% | 15,583 | $7.5M |
| ICONIQ Capital, LLC | 0.13% | Add +0.2% | 15,520 | $7.5M |
| Hoese & Co LLP | 6.80% | Reduce -1.3% | 15,970 | $7.5M |
| Pitcairn Co. | 0.48% | Add +324.2% | 15,510 | $7.5M |
| First Financial Bankshares Inc | 0.17% | Reduce -86.2% | 15,430 | $7.4M |
| Canal Capital Management, LLC | 1.25% | Reduce -0.7% | 15,430 | $7.4M |
| Whittier Trust Co. | 0.11% | Reduce -3.6% | 15,390 | $7.4M |
| AlphaStar Capital Management, LLC | 0.76% | Add +22.2% | 15,385 | $7.4M |
| Columbus Macro, LLC | 2.79% | Reduce -5.3% | 15,329 | $7.4M |
| Rothschild Investment LLC | 0.53% | Add +1.9% | 15,320 | $7.4M |
| Citizens Business Bank | 1.53% | Reduce -3.4% | 15,315 | $7.4M |
| Rockland Trust Co. | 0.39% | Add +34.2% | 15,304 | $7.4M |
| Cannell & Spears LLC | 0.15% | Add +58.6% | 15,225 | $7.3M |
| YHB Investment Advisors, Inc. | 0.65% | Add +7.8% | 15,220 | $7.3M |
| Embree Financial Group | 1.44% | Add +64.3% | 15,217 | $7.3M |
| Operose Advisors LLC | 2.47% | Add +17152.3% | 15,182 | $7.3M |
| CPC Advisors, LLC | 1.25% | Reduce -3.8% | 15,160 | $7.3M |
| Facet Wealth, Inc. | 0.24% | Add +15.1% | 15,206 | $7.2M |
| Prudential PLC | 0.06% | New | 15,000 | $7.2M |
| Midland Wealth Advisors, LLC | 0.44% | Reduce -2.4% | 14,975 | $7.2M |
| Sequent Asset Management, LLC | 3.80% | Reduce -23.6% | 14,957 | $7.2M |
| Main Street Financial Solutions, LLC | 0.77% | Add +224.4% | 14,937 | $7.2M |
| Greenwich Wealth Management LLC | 0.56% | Add +1.9% | 14,724 | $7.1M |
| FDx Advisors, Inc. | 1.07% | Reduce -89.5% | 14,668 | $7.1M |
| Western Wealth Management, LLC | 0.55% | Reduce -20.4% | 14,666 | $7.1M |
| Pinnacle Associates Ltd. | 0.11% | Add +5.0% | 14,649 | $7.0M |
| Smith, Moore & Co. | 0.75% | Add +3.5% | 14,633 | $7.0M |
| Global Financial Private Client, LLC | 3.01% | Add +4.4% | 14,594 | $7.0M |
| Dakota Wealth Management | 0.17% | Reduce -39.9% | 14,460 | $7.0M |
| AdvisorNet Financial, Inc | 0.66% | Reduce -69.1% | 14,385 | $6.9M |
| Mission Wealth Management, LP | 0.19% | Add +21.9% | 14,374 | $6.9M |
| Migdal Insurance & Financial Holdings Ltd. | 0.11% | Reduce -43.4% | 14,362 | $6.9M |
| Cypress Point Wealth Management, LLC | 3.53% | Add +43.5% | 14,350 | $6.9M |
| UMB Bank, n.a. | 0.11% | Reduce -0.8% | 14,332 | $6.9M |
| Ironsides Asset Advisors, LLC | 2.36% | Add +0.0% | 14,327 | $6.9M |
| Vision Capital Management, Inc. | 1.02% | Reduce -1.6% | 14,249 | $6.8M |
| Hyman Charles D | 0.38% | Add +1.5% | 14,235 | $6.8M |
| Private Trust Co. NA | 0.74% | Add +2.4% | 14,220 | $6.8M |
| Smart Money Group LLC | 2.66% | Reduce -8.1% | 14,807 | $6.8M |
| Bridgewealth Advisory Group, LLC | 3.33% | Add +1.8% | 14,121 | $6.8M |
| LaSalle St. Investment Advisors, LLC | 3.79% | Add +14.2% | 14,420 | $6.7M |
| DF Dent & Co. Inc. | 0.08% | Reduce -4.3% | 14,037 | $6.7M |
| Connable Office Inc. | 0.76% | Reduce -11.0% | 14,017 | $6.7M |
| Coppell Advisory Solutions Corp. | 1.27% | — | 13,990 | $6.7M |
| Coastline Trust Co | 0.81% | Add +9.8% | 13,989 | $6.7M |
| Sumitomo Mitsui Financial Group, Inc. | 0.21% | Reduce -4.2% | 13,986 | $6.7M |
| Vantage Financial Partners, LLC | 1.81% | Add +2.0% | 13,972 | $6.7M |
| Ayalon Insurance Comp Ltd. | 2.22% | Reduce -3.5% | 13,900 | $6.7M |
| Florida Trust Wealth Management Co | 0.23% | Add +0.7% | 13,837 | $6.7M |
| Stephen J. Garry & Associates, LLC | 6.87% | Add +18.6% | 13,806 | $6.6M |
| Essex Bank | 1.92% | No change | 15,090 | $6.6M |
| Benjamin F. Edwards & Company, Inc. | 0.12% | Add +10.9% | 13,705 | $6.6M |
| NORTHSTAR ASSET MANAGEMENT Co | 1.62% | Add +9.0% | 13,695 | $6.6M |
| Next Capital Management LLC | 2.66% | Reduce -6.9% | 13,600 | $6.5M |
| Gries Financial LLC | 1.09% | Add +395.9% | 13,594 | $6.5M |
| Virtu Financial LLC | 0.50% | Reduce -47.0% | 13,591 | $6.5M |
| Menora Mivtachim Holdings LTD. | 0.05% | Add +66.1% | 13,585 | $6.5M |
| Monterey Private Wealth, Inc. | 2.62% | Reduce -1.5% | 13,569 | $6.5M |
| Patten & Patten Inc. | 0.46% | Reduce -3.7% | 13,564 | $6.5M |
| Landaas & Co. /Wi | 2.12% | Add +2.5% | 13,557 | $6.5M |
| Salem Investment Counselors Inc. | 0.21% | Reduce -1.2% | 13,531 | $6.5M |
| Monetta Financial Services Inc. | 5.86% | No change | 13,500 | $6.5M |
| Mendel Capital Management LLC | 4.29% | Add +2.1% | 13,488 | $6.5M |
| Pine Valley Investments Ltd Liability Co | 0.50% | Reduce -7.1% | 13,433 | $6.5M |
| Chicago Capital, LLC | 0.20% | Add +0.4% | 13,415 | $6.4M |
| GC Wealth Management RIA, LLC | 1.29% | Add +115.4% | 13,383 | $6.4M |
| Modera Wealth Management, LLC | 0.10% | Reduce -0.9% | 13,382 | $6.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.20% | Add +4.7% | 13,345 | $6.4M |
| Annapolis Financial Services, LLC | 2.10% | Reduce -6.9% | 13,248 | $6.4M |
| Hills Bank & Trust Co | 0.54% | Reduce -0.6% | 13,211 | $6.4M |
| C M Bidwell & Associates Ltd. | 4.32% | Add +0.4% | 13,209 | $6.3M |
| Coerente Capital Management | 1.20% | Reduce -3.6% | 13,200 | $6.3M |
| Dana Investment Advisors, Inc. | 0.21% | Reduce -48.4% | 13,190 | $6.3M |
| Quantinno Capital Management LP | 0.14% | Reduce -7.7% | 13,174 | $6.3M |
| Soundmark Wealth Management, LLC | 2.81% | Add +1.3% | 13,156 | $6.3M |
| Ridgecrest Wealth Partners, LLC | 3.76% | Reduce -0.9% | 13,144 | $6.3M |
| Collective Family Office LLC | 2.05% | Add +0.6% | 13,141 | $6.3M |
| Cypress Wealth Services, LLC | 1.46% | Reduce -1.3% | 13,081 | $6.3M |
| Asset Planning Corporation | 4.59% | Add +1.2% | 13,071 | $6.3M |
| Bollard Group LLC | 0.19% | Add +0.3% | 13,055 | $6.3M |
| Delta Wealth Advisors LLC | 6.48% | — | 13,054 | $6.3M |
| International Assets Investment Management, LLC | 0.65% | Add +10.3% | 13,025 | $6.3M |
| Private Wealth Strategies, L.L.C. | 1.34% | Add +0.3% | 12,881 | $6.2M |
| Uptick Partners, LLC | 4.72% | Reduce -9.6% | 12,872 | $6.2M |
| Private Portfolio Partners LLC | 1.29% | Add +7.3% | 12,857 | $6.2M |
| Flputnam Investment Management Co. | 0.13% | Add +3.1% | 12,852 | $6.2M |
| Smartleaf Asset Management LLC | 1.19% | Reduce -0.2% | 12,842 | $6.2M |
| Nicolet Bankshares Inc. | 1.27% | Add +6.6% | 12,755 | $6.1M |
| Oxford Financial Group, LTD. LLC | 0.43% | Reduce -28.7% | 12,745 | $6.1M |
| Parthenon LLC | 0.78% | Add +0.5% | 12,718 | $6.1M |
| Ascent Group, LLC | 0.53% | Reduce -1.1% | 12,613 | $6.1M |
| Newman Dignan & Sheerar, Inc. | 1.61% | Add +5.8% | 12,539 | $6.0M |
| Partners in Financial Planning | 1.34% | Add +1.3% | 12,533 | $6.0M |
| McCollum Christoferson Group LLC | 1.74% | Add +31.4% | 12,520 | $6.0M |
| Creative Financial Designs Inc. | 0.57% | Add +4.1% | 12,494 | $6.0M |
| Centurion Wealth Management LLC | 2.36% | Add +26.0% | 12,441 | $6.0M |
| Better Money Decisions, LLC | 4.73% | Add +1.4% | 12,418 | $6.0M |
| Stokes Family Office, LLC | 0.75% | Add +0.1% | 12,417 | $6.0M |
| GYL Financial Synergies, LLC | 0.47% | Reduce -17.3% | 12,417 | $6.0M |
| Discipline Wealth Solutions, LLC | 5.53% | Add +3.1% | 12,428 | $6.0M |
| Saiph Capital, LLC | 2.77% | Reduce -0.4% | 12,406 | $6.0M |
| Pallas Capital Advisors LLC | 0.25% | Add +0.1% | 12,377 | $5.9M |
| Breakwater Capital Group | 1.49% | Reduce -2.9% | 12,364 | $5.9M |
| W1M Asset Management Ltd | 0.45% | New | 12,354 | $5.9M |
| Safeguard Investment Advisory Group, LLC | 2.02% | Reduce -3.1% | 12,349 | $5.9M |
| SP Asset Management LLC | 0.55% | Add +0.3% | 12,345 | $5.9M |
| Crumly & Associates Inc. | 1.56% | Reduce -3.1% | 12,305 | $5.9M |
| Cadence Bank | 0.43% | Reduce -9.8% | 12,297 | $5.9M |
| Centaurus Financial, Inc. | 0.41% | Reduce -8.0% | 12,291 | $5.9M |
| Verus Capital Partners, LLC | 0.65% | Reduce -1.3% | 12,286 | $5.9M |
| Capital Investment Advisors, LLC | 0.14% | Add +20.0% | 12,219 | $5.9M |
| SMART Wealth LLC | 2.64% | Add +386.5% | 12,207 | $5.9M |
| Relyea Zuckerberg Hanson LLC | 1.03% | Add +6.3% | 12,190 | $5.9M |
| New York Life Investment Management LLC | 0.06% | New | 12,124 | $5.8M |
| D'Orazio & Associates, Inc. | 0.94% | No change | 12,104 | $5.8M |
| Bluesphere Advisors LLC | 3.22% | Add +14.4% | 12,077 | $5.8M |
| BCGM Wealth Management, LLC | 2.08% | Reduce -1.8% | 12,061 | $5.8M |
| Market Street Wealth Management Advisors LLC | 1.02% | Reduce -0.7% | 12,035 | $5.8M |
| Boston Family Office LLC | 0.42% | Add +18.3% | 12,032 | $5.8M |
| Wakefield Asset Management LLLP | 1.98% | Reduce -2.2% | 11,895 | $5.7M |
| Alera Investment Advisors, LLC | 0.77% | Reduce -44.0% | 11,884 | $5.7M |
| Nations Financial Group Inc, /Ia/ | 0.48% | Add +81.3% | 11,835 | $5.7M |
| Summit Financial Strategies, Inc. | 0.79% | Add +7.6% | 11,734 | $5.6M |
| Pettyjohn, Wood & White, Inc. | 1.12% | Add +0.6% | 11,710 | $5.6M |
| Mather Group, Llc. | 0.09% | Reduce -7.6% | 12,875 | $5.6M |
| O'shaughnessy Asset Management, LLC | 0.06% | Add +64.2% | 11,673 | $5.6M |
| Horizon Investments, LLC | 0.15% | Add +113.8% | 11,645 | $5.6M |
| Luminvest Wealth Management LLC | 3.52% | Add +0.2% | 10,920 | $5.6M |
| Warner Financial, Inc. | 2.80% | Add +14.3% | 11,608 | $5.6M |
| Wellington Wealth Strategies, LLC. | 2.58% | New | 11,537 | $5.5M |
| Luken Investment Analytics, LLC | 2.80% | Reduce -7.4% | 11,531 | $5.5M |
| Keating Wealth Management LLC | 3.32% | Add +26.1% | 11,510 | $5.5M |
| Seven Mile Advisory | 4.19% | Add +2.6% | 11,497 | $5.5M |
| Advocacy Wealth Management, LLC | 0.48% | Reduce -95.0% | 11,496 | $5.5M |
| Compound Planning, Inc. | 0.51% | Add +118.0% | 11,477 | $5.5M |
| BSW Wealth Partners | 0.93% | Add +1.1% | 11,458 | $5.5M |
| Arrowroot Family Office, LLC | 3.53% | Reduce -0.4% | 11,451 | $5.5M |
| GSG Advisors LLC | 2.02% | Reduce -9.0% | 11,518 | $5.5M |
| Masso Torrence Wealth Management Inc. | 3.26% | Add +3.7% | 11,415 | $5.5M |
| Bradley Foster & Sargent Inc. | 0.10% | Add +1.3% | 11,414 | $5.5M |
| Transcend Capital Advisors, LLC | 0.44% | Add +39.2% | 11,411 | $5.5M |
| HRT Financial LP | 0.03% | Add +246.1% | 11,410 | $5.5M |
| ARS Wealth Advisors Group, LLC | 0.74% | Add +2.3% | 11,382 | $5.5M |
| Tanager Wealth Management LLP | 0.88% | Reduce -1.4% | 11,377 | $5.5M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 11,366 | $5.5M |
| Journey Strategic Wealth LLC | 0.24% | Add +11.1% | 11,363 | $5.5M |
| Flagstar Securities, Inc. | 1.52% | Add +10.4% | 11,332 | $5.4M |
| SteelPeak Wealth, LLC | 0.28% | Reduce -25.2% | 11,322 | $5.4M |
| Soltis Investment Advisors LLC | 0.61% | Add +24.9% | 11,316 | $5.4M |
| Moloney Securities Asset Management, LLC | 0.82% | Add +28.7% | 11,309 | $5.4M |
| FSC Wealth Advisors, LLC | 3.81% | Add +7216.9% | 11,268 | $5.4M |
| ERn Financial, LLC | 0.93% | Add +0.4% | 11,144 | $5.4M |
| Cozad Asset Management Inc. | 0.56% | Add +27.9% | 11,139 | $5.4M |
| Cohen & Steers, Inc. | 0.01% | Reduce -15.2% | 11,132 | $5.4M |
| Park National Corp. | 0.21% | Reduce -2.5% | 11,111 | $5.3M |
| Hutchens & Kramer Investment Management Group, LLC | 3.15% | Add +27.2% | 11,102 | $5.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.85% | Add +17.1% | 11,077 | $5.3M |
| Searcy Financial Services Inc. | 2.70% | New | 11,024 | $5.3M |
| Cercano Management LLC | 0.15% | New | 10,935 | $5.3M |
| Long Run Wealth Advisors, LLC | 1.38% | Add +0.0% | 10,930 | $5.3M |
| CWA Asset Management Group, LLC | 0.32% | Add +7.8% | 10,897 | $5.2M |
| Hudock, Inc. | 1.15% | Add +3.1% | 10,878 | $5.2M |
| Family Wealth Partners, LLC | 2.96% | Reduce -11.7% | 10,872 | $5.2M |
| Waller Financial Planning Group, Inc. | 1.38% | Reduce -0.9% | 10,786 | $5.2M |
| Waterfront Wealth Inc. | 1.45% | Reduce -2.6% | 11,141 | $5.2M |
| WealthCare Investment Partners, LLC | 2.50% | Reduce -3.5% | 10,771 | $5.2M |
| Keystone Wealth Services, LLC | 1.68% | Reduce -3.5% | 10,747 | $5.2M |
| Kinloch Capital, LLC | 2.65% | Add +13.9% | 10,722 | $5.2M |
| Allie Family Office LLC | 3.03% | No change | 10,690 | $5.1M |
| Cutter & CO Brokerage, Inc. | 1.26% | Add +8.7% | 10,676 | $5.1M |
| Lanark Financial, Inc. | 0.48% | Add +8.1% | 10,442 | $5.1M |
| Northstar Advisory Group, LLC | 3.10% | Add +12.4% | 10,700 | $5.1M |
| Certified Advisory Corp | 0.71% | Add +40.4% | 10,630 | $5.1M |
| Modus Advisors, LLC | 1.88% | Reduce -19.0% | 10,560 | $5.1M |
| Orrstown Financial Services Inc. | 2.82% | New | 10,546 | $5.1M |
| Saxon Interests, Inc. | 2.41% | Reduce -11.4% | 10,528 | $5.1M |
| Glass Jacobson Investment Advisors llc | 1.90% | Add +7.3% | 10,528 | $5.1M |
| Detalus Advisors, LLC | 1.80% | Reduce -0.0% | 10,527 | $5.1M |
| Wiser Advisor Group LLC | 7.91% | Add +0.6% | 10,497 | $5.0M |
| Stegner Investment Associates Inc. | 3.69% | No change | 10,472 | $5.0M |
| Mattern Capital Management, LLC | 0.68% | No change | 10,471 | $5.0M |
| McDonald Partners LLC | 1.38% | No change | 10,440 | $5.0M |
| Canvas Wealth Advisors, LLC | 1.68% | Reduce -5.7% | 10,889 | $5.0M |
| Triasima Portfolio Management inc. | 0.42% | Reduce -1.9% | 10,399 | $5.0M |
| KFA Private Wealth Group, LLC | 1.55% | Add +29.7% | 10,392 | $5.0M |
| Independent Family Office, LLC | 2.68% | Add +4.5% | 10,374 | $5.0M |
| Sigma Investment Counselors Inc. | 0.32% | Add +3.1% | 10,325 | $5.0M |
| Trust Co. of Vermont | 0.27% | Add +6.3% | 10,261 | $4.9M |
| West Michigan Advisors, LLC | 1.60% | Add +10.3% | 10,219 | $4.9M |
| Jacobi Capital Management LLC | 0.45% | Reduce -0.2% | 10,211 | $4.9M |
| Hoxton Planning & Management, LLC | 2.34% | Reduce -3.2% | 10,165 | $4.9M |
| Kiely Wealth Advisory Group, Inc. | 2.78% | Add +8.0% | 10,416 | $4.9M |
| Trust Point Inc. | 0.38% | Add +0.4% | 10,159 | $4.9M |
| Bank of New Hampshire | 1.28% | Add +0.6% | 10,152 | $4.9M |
| Beacon Capital Management, LLC | 1.00% | Reduce -4.2% | 10,126 | $4.9M |
| Rockbridge Investment Management, LCC | 0.71% | Add +0.9% | 10,086 | $4.8M |
| Peregrine Asset Advisers, Inc. | 1.94% | Add +1.0% | 10,085 | $4.8M |
| Fermata Advisors, LLC | 1.09% | Reduce -9.3% | 10,047 | $4.8M |
| Evernest Financial Advisors, LLC | 2.29% | Reduce -8.6% | 10,608 | $4.8M |
| Gouws Capital LLC | 3.65% | Reduce -0.9% | 10,030 | $4.8M |
| American Investment Services, Inc. | 0.85% | Add +4.8% | 10,000 | $4.8M |
| Gradient Capital Advisors, LLC | 1.76% | Reduce -15.7% | 9,979 | $4.8M |
| Arista Wealth Management, LLC | 3.64% | Add +8.1% | 9,928 | $4.8M |
| Qube Research & Technologies Ltd | 0.01% | Add +79.4% | 9,907 | $4.8M |
| Trinity Financial Advisors LLC | 2.13% | Reduce -0.2% | 9,859 | $4.7M |
| Traynor Capital Management, Inc. | 0.45% | Add +12.8% | 9,774 | $4.7M |
| Trust Co. of Oklahoma | 1.67% | Reduce -1.0% | 9,765 | $4.7M |
| SeaCrest Wealth Management, LLC | 0.57% | Add +5.2% | 9,714 | $4.7M |
| Douglass Winthrop Advisors, LLC | 0.10% | Add +100.3% | 9,634 | $4.6M |
| Vernal Point Advisors, LLC | 3.96% | Add +76.9% | 9,628 | $4.6M |
| Raffa Wealth Management, LLC | 1.37% | Add +11.9% | 9,563 | $4.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.14% | Reduce -1.7% | 9,538 | $4.6M |
| Anchor Investment Management, LLC | 0.48% | Reduce -5.5% | 9,535 | $4.6M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -2.2% | 9,514 | $4.6M |
| Pegasus Partners Ltd. | 0.48% | No change | 9,503 | $4.6M |
| First National Advisers, LLC | 1.02% | Add +8.7% | 9,503 | $4.6M |
| Advisors Capital Management, LLC | 0.08% | Reduce -29.3% | 9,502 | $4.6M |
| West Bancorporation Inc. | 3.00% | Reduce -0.1% | 9,491 | $4.6M |
| Werba Rubin Papier Wealth Management | 1.32% | Add +7.6% | 9,456 | $4.5M |
| Cambridge Trust Co. | 0.17% | Add +41.7% | 9,448 | $4.5M |
| Mitchell Sinkler & Starr | 1.14% | Add +1.9% | 9,446 | $4.5M |
| 25 LLC | 2.21% | Reduce -6.4% | 9,400 | $4.5M |
| L.M. Kohn & Company | 1.27% | Add +24.3% | 9,373 | $4.5M |
| Heritage Trust Co | 0.60% | Reduce -23.6% | 9,372 | $4.5M |
| Waters Parkerson & Co., LLC | 0.23% | Add +14.0% | 9,354 | $4.5M |
| Spirepoint Private Client, LLC | 0.68% | — | 9,351 | $4.5M |
| Nwam LLC | 0.36% | Reduce -15.8% | 9,395 | $4.5M |
| Lake Street Private Wealth, LLC | 0.62% | Add +0.2% | 9,290 | $4.5M |
| ICW Investment Advisors LLC | 1.99% | Add +4.8% | 9,290 | $4.5M |
| ZWJ Investment Counsel Inc. | 0.20% | Reduce -3.1% | 9,289 | $4.5M |
| Flow Traders U.S. LLC | 0.24% | Reduce -72.3% | 9,269 | $4.5M |
| Ariston Services Group | 4.26% | Reduce -0.5% | 9,263 | $4.5M |
| Bfsg, LLC | 0.59% | Add +7.0% | 9,261 | $4.5M |
| Well Done, LLC | 0.87% | Reduce -35.9% | 9,206 | $4.4M |
| Vista Capital Partners, Inc. | 0.55% | Add +4.4% | 9,188 | $4.4M |
| Blue Edge Capital, LLC | 0.74% | Add +2.0% | 9,310 | $4.4M |
| Private Advisory Group LLC | 0.62% | Reduce -6.9% | 9,064 | $4.4M |
| Liberty Wealth Management LLC | 0.85% | Add +208.0% | 9,043 | $4.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.47% | Add +1.6% | 9,026 | $4.3M |
| Axxcess Wealth Management, LLC | 0.12% | Add +12.1% | 9,023 | $4.3M |
| Xcel Wealth Management, LLC | 1.36% | Add +17.1% | 8,994 | $4.3M |
| Arthur M. Cohen & Associates, LLC | 0.91% | Add +6.8% | 8,988 | $4.3M |
| SRH Advisors, LLC | 1.37% | Reduce -0.1% | 8,978 | $4.3M |
| Blue Bell Private Wealth Management, LLC | 0.92% | Reduce -26.7% | 8,945 | $4.3M |
| Mackenzie Financial Corp. | 0.01% | Reduce -1.5% | 8,938 | $4.3M |
| Sax Wealth Advisors, LLC | 0.50% | Add +43.0% | 8,936 | $4.3M |
| JTC Employer Solutions Trustee Ltd | 0.27% | Reduce -8.1% | 8,837 | $4.2M |
| Debussy Capital Management LP | 1.24% | Reduce -0.6% | 8,868 | $4.2M |
| First National Corp. /Ma/ | 1.04% | No change | 9,710 | $4.2M |
| Fiduciary Family Office, LLC | 1.65% | Reduce -65.4% | 8,766 | $4.2M |
| First American Trust, FSB | 0.44% | Reduce -18.2% | 8,765 | $4.2M |
| Tyche Wealth Partners LLC | 1.03% | Reduce -17.9% | 8,751 | $4.2M |
| Silvercrest Asset Management Group LLC | 0.03% | Add +22.3% | 8,724 | $4.2M |
| Sovereign Financial Group, Inc. | 1.11% | Reduce -6.6% | 8,718 | $4.2M |
| Oarsman Capital, Inc. | 1.00% | Reduce -18.8% | 8,697 | $4.2M |
| Advisory Alpha, LLC | 0.17% | Add +1.8% | 8,670 | $4.2M |
| Ledgewood Wealth Advisors, LLC | 3.87% | Reduce -0.4% | 8,670 | $4.2M |
| D.B. Root & Company, LLC | 1.41% | Add +3.6% | 8,661 | $4.2M |
| Cullinan Associates Inc. | 0.23% | Reduce -22.9% | 8,641 | $4.2M |
| Principal Securities, Inc. | 0.13% | Add +16.4% | 8,603 | $4.1M |
| John G Ullman & Associates Inc. | 0.63% | Reduce -2.6% | 8,552 | $4.1M |
| Harel Insurance Investments & Financial Services Ltd. | 0.08% | Reduce -46.4% | 8,590 | $4.1M |
| EPIQ Capital Group, LLC | 1.63% | Add +10.8% | 8,511 | $4.1M |
| BTC Capital Management, Inc. | 0.37% | — | 8,500 | $4.1M |
| FineMark National Bank & Trust | 0.15% | Reduce -0.9% | 8,495 | $4.1M |
| Becker Capital Management Inc. | 0.14% | Add +20.2% | 8,493 | $4.1M |
| Syon Capital LLC | 0.38% | Reduce -3.8% | 8,455 | $4.1M |
| Lindbrook Capital, LLC | 0.38% | Add +1.2% | 8,440 | $4.1M |
| Klingman & Associates, LLC | 0.29% | Reduce -1.4% | 8,437 | $4.1M |
| Phillips Wealth Planners LLC | 4.65% | Reduce -4.0% | 8,744 | $4.0M |
| SignalPoint Asset Management, LLC | 1.11% | Add +37.3% | 8,436 | $4.0M |
| Brooks, Moore & Associates, Inc. | 2.59% | Reduce -0.3% | 8,408 | $4.0M |
| TFO Wealth Partners, LLC | 0.78% | Add +0.3% | 8,399 | $4.0M |
| RKL Wealth Management LLC | 0.40% | Add +2.9% | 8,362 | $4.0M |
| Welch Group, LLC | 0.20% | Reduce -58.8% | 8,361 | $4.0M |
| First Pacific Financial | 1.12% | Reduce -20.6% | 8,350 | $4.0M |
| Capital Wealth Management, LLC | 1.91% | Reduce -3.0% | 8,292 | $4.0M |
| Whalerock Point Partners, LLC | 1.13% | Add +4.4% | 8,291 | $4.0M |
| Frisch Financial Group, Inc. | 1.32% | Add +0.1% | 8,291 | $4.0M |
| ICA Group Wealth Management, LLC | 0.80% | Reduce -16.1% | 8,284 | $4.0M |
| Ignite Planners, LLC | 1.11% | Reduce -22.3% | 8,289 | $4.0M |
| Callan Family Office, LLC | 0.93% | Reduce -2.0% | 8,274 | $4.0M |
| Palisade Asset Management, LLC | 0.39% | Reduce -0.1% | 8,232 | $4.0M |
| Fsa Wealth Partners, Inc. | 0.98% | Add +7.9% | 8,222 | $4.0M |
| Full Sail Capital, LLC | 0.28% | Reduce -2.2% | 8,205 | $3.9M |
| Fonville Wealth Management LLC | 1.74% | Add +7.8% | 8,183 | $3.9M |
| Clarity Capital Advisors, LLC | 3.14% | Add +16.3% | 8,178 | $3.9M |
| Clear Creek Financial Management, LLC | 0.50% | Add +10.3% | 8,161 | $3.9M |
| Merriman Wealth Management, LLC | 0.17% | Reduce -0.1% | 8,160 | $3.9M |
| Ami Investment Management Inc. | 1.42% | Reduce -1.4% | 8,143 | $3.9M |
| Root Financial Partners, LLC | 1.16% | Add +383.3% | 8,134 | $3.9M |
| Boyd Watterson Asset Management LLC | 1.42% | No change | 8,097 | $3.9M |
| Peak Asset Management, LLC | 0.77% | Add +13.6% | 8,072 | $3.9M |
| Louisbourg Investments Inc. | 1.07% | Add +5.3% | 8,037 | $3.9M |
| Fairfax Financial Holdings | 0.31% | Reduce -80.0% | 8,000 | $3.8M |
| Truepoint, Inc. | 0.11% | Reduce -63.0% | 7,965 | $3.8M |
| ProVise Management Group, LLC | 0.33% | Reduce -37.1% | 7,944 | $3.8M |
| FAS Wealth Partners, Inc. | 0.34% | Add +1.1% | 7,932 | $3.8M |
| Bensler, LLC | 0.55% | Add +0.2% | 7,931 | $3.8M |
| Primoris Wealth Advisors, LLC | 3.04% | Add +6.5% | 7,861 | $3.8M |
| New Covenant Trust Company, N.A. | 3.76% | — | 7,831 | $3.8M |
| Panoramic Investment Advisors, LLC | 2.77% | Add +1.5% | 7,823 | $3.8M |
| Continuum Advisory, LLC | 0.56% | Reduce -29.1% | 7,852 | $3.8M |
| CFM Wealth Partners LLC | 0.75% | Add +2.4% | 7,809 | $3.8M |
| Legacy Financial Strategies, LLC | 0.96% | Reduce -3.5% | 7,750 | $3.7M |
| Avity Investment Management Inc. | 0.31% | Add +0.4% | 7,731 | $3.7M |
| Fee-Only Financial Planning, L.C. | 2.50% | Reduce -1.1% | 7,706 | $3.7M |
| Independence Bank of Kentucky | 1.11% | Reduce -41.1% | 7,683 | $3.7M |
| Strategies Wealth Advisors, LLC | 0.57% | Add +81.8% | 7,673 | $3.7M |
| Global Strategic Investment Solutions, LLC | 0.43% | Add +0.1% | 7,606 | $3.7M |
| 1900 Wealth Management LLC | 0.33% | Add +7.6% | 7,598 | $3.7M |
| Prepared Retirement Institute LLC | 2.72% | Reduce -10.0% | 7,593 | $3.6M |
| Ridgewood Investments LLC | 1.93% | Add +1.2% | 7,581 | $3.6M |
| Tower Research Capital LLC (TRC) | 0.09% | Reduce -48.3% | 7,570 | $3.6M |
| Fort Sheridan Advisors LLC | 0.68% | Add +11.7% | 7,552 | $3.6M |
| Cobblestone Capital Advisors LLC | 0.23% | Reduce -4.0% | 7,539 | $3.6M |
| Bank of Marin | 3.18% | Reduce -10.3% | 7,516 | $3.6M |
| Lowe Brockenbrough & Co. Inc. | 0.24% | Reduce -23.6% | 7,514 | $3.6M |
| Fi3 FINANCIAL ADVISORS, LLC | 1.66% | Reduce -18.9% | 7,669 | $3.6M |
| Adapt Wealth Advisors, LLC | 2.56% | — | 7,495 | $3.6M |
| Christensen, King & Associates Investment Services, Inc. | 1.80% | Add +0.2% | 7,491 | $3.6M |
| Townsend Asset Management Corp. /NC/ | 1.43% | Add +937.5% | 7,480 | $3.6M |
| Edmond DE Rothschild Holding S.A. | 0.06% | Add +17.6% | 7,470 | $3.6M |
| First City Capital Management, Inc. | 1.98% | Add +27.3% | 7,442 | $3.6M |
| Phoenix Financial Ltd. | 0.05% | Add +19.9% | 7,421 | $3.6M |
| Symphony Financial, Ltd. Co. | 0.83% | Reduce -0.2% | 7,402 | $3.6M |
| Sage Capital Advisors,llc | 1.03% | Add +0.1% | 7,383 | $3.5M |
| Family Investment Center, Inc. | 1.14% | Reduce -3.7% | 7,354 | $3.5M |
| Berkshire Money Management, Inc. | 0.43% | Reduce -33.5% | 7,345 | $3.5M |
| Leo Wealth, LLC | 0.36% | Add +23.0% | 7,345 | $3.5M |
| Headinvest, LLC | 0.68% | Add +59.9% | 7,284 | $3.5M |
| Security National Bank | 0.53% | Reduce -4.3% | 7,278 | $3.5M |
| Jackson, Grant Investment Advisers, Inc. | 1.43% | Reduce -0.3% | 7,249 | $3.5M |
| Guidance Capital, Inc. | 1.28% | New | 7,514 | $3.5M |
| Legacy Edge Advisors, LLC | 0.72% | Add +8.4% | 7,221 | $3.5M |
| Single Point Partners, LLC | 0.81% | Add +2.5% | 7,209 | $3.5M |
| Bristlecone Advisors, LLC | 0.30% | Add +0.0% | 7,190 | $3.5M |
| Bath Savings Trust Co | 0.37% | Add +18.8% | 7,159 | $3.4M |
| MorganRosel Wealth Management, LLC | 1.22% | Add +14.5% | 7,137 | $3.4M |
| FOCUS Wealth Advisors, LLC | 1.83% | Add +1.4% | 7,117 | $3.4M |
| Stage Harbor Financial, LLC | 3.11% | Reduce -0.6% | 7,109 | $3.4M |
| Cedar Brook Financial Partners, LLC | 0.67% | Add +1.6% | 7,079 | $3.4M |
| Global Assets Advisory, LLC | 2.05% | New | 7,087 | $3.4M |
| Auour Investments LLC | 1.25% | Reduce -8.2% | 7,054 | $3.4M |
| Mayflower Financial Advisors, LLC | 0.57% | Reduce -15.1% | 7,049 | $3.4M |
| Essex Financial Services, Inc. | 0.31% | Add +7.0% | 7,048 | $3.4M |
| Warwick Investment Management, Inc. | 0.81% | Reduce -3.6% | 7,011 | $3.4M |
| Ferguson Wellman Capital Management, Inc. | 0.07% | Reduce -18.8% | 7,000 | $3.4M |
| Rf&l Wealth Management, LLC | 2.59% | Add +10.5% | 6,986 | $3.4M |
| Tactive Advisors, LLC | 1.78% | Reduce -48.6% | 6,963 | $3.3M |
| Bryn Mawr Trust Advisors, LLC | 0.19% | Reduce -4.5% | 6,960 | $3.3M |
| Asset Dedication, LLC | 0.25% | Reduce -0.5% | 6,956 | $3.3M |
| Concentric Wealth Management, LLC | 0.88% | Add +0.7% | 6,898 | $3.3M |
| Capasso Planning Partners LLC | 1.37% | Add +5.3% | 6,889 | $3.3M |
| Goodwin Investment Advisory | 1.55% | Reduce -4.5% | 6,850 | $3.3M |
| Orser Capital Management, LLC | 3.09% | Add +269.1% | 6,846 | $3.3M |
| Guild Investment Management, Inc. | 4.19% | New | 6,825 | $3.3M |
| Biltmore Family Office, LLC | 0.65% | No change | 6,824 | $3.3M |
| Integrated Investment Consultants, LLC | 0.90% | Add +0.1% | 6,821 | $3.3M |
| Capital Planning Advisors, LLC | 0.57% | Add +14.5% | 6,807 | $3.3M |
| Prostatis Group LLC | 1.23% | Reduce -47.4% | 6,740 | $3.2M |
| RW Investment Management LLC | 0.45% | Reduce -14.5% | 6,707 | $3.2M |
| Magnus Financial Group LLC | 0.39% | Add +34.3% | 6,705 | $3.2M |
| M3 Advisory Group, LLC | 2.91% | Add +12.5% | 6,687 | $3.2M |
| First Heartland Consultants, Inc. | 0.33% | Add +1.4% | 6,669 | $3.2M |
| Keebeck Wealth Management | 0.47% | Add +0.4% | 6,663 | $3.2M |
| Advisory Research Inc. | 0.64% | No change | 6,654 | $3.2M |
| Childress Capital Advisors, LLC | 0.93% | Reduce -1.5% | 6,638 | $3.2M |
| Circle Wealth Management, LLC | 0.08% | Add +3.7% | 6,627 | $3.2M |
| Sheaff Brock Investment Advisors, LLC | 0.25% | Add +3.9% | 6,620 | $3.2M |
| McAdam, LLC | 0.20% | Add +21.1% | 6,616 | $3.2M |
| Brooklyn FI, LLC | 1.30% | Add +8.2% | 6,601 | $3.2M |
| Calamos Wealth Management LLC | 0.18% | Add +2.7% | 6,592 | $3.2M |
| Aspen Grove Capital, LLC | 0.89% | No change | 6,555 | $3.2M |
| Obsidian Cio, LLC | 0.77% | Add +3.1% | 6,538 | $3.1M |
| BLB&B Advisors, LLC | 0.18% | Reduce -0.2% | 6,507 | $3.1M |
| Safeguard Financial, LLC | 1.02% | Reduce -7.1% | 6,505 | $3.1M |
| Signal Advisors Wealth, LLC | 0.77% | Add +43.1% | 6,416 | $3.1M |
| Arvest Trust Co. N A | 0.17% | Reduce -54.9% | 6,408 | $3.1M |
| Consultiva Wealth Management, Corp. | 28.82% | — | 6,401 | $3.1M |
| Ausdal Financial Partners, Inc. | 0.36% | Add +6.4% | 6,401 | $3.1M |
| Tiger Management L.L.C. | 100.00% | New | 6,400 | $3.1M |
| PFG Investments, LLC | 0.19% | Add +123.1% | 6,384 | $3.1M |
| KPP Advisory Services LLC | 0.84% | Add +80.4% | 6,378 | $3.1M |
| Allen Mooney & Barnes Investment Advisors LLC | 0.59% | Add +1.5% | 6,422 | $3.1M |
| Derbend Asset Management | 1.50% | Add +53.1% | 6,340 | $3.0M |
| Clarkston Capital Partners, LLC | 0.05% | Reduce -10.1% | 6,310 | $3.0M |
| Avondale Wealth Management | 2.11% | Reduce -17.0% | 6,276 | $3.0M |
| Viewpoint Investment Partners Corp. | 2.31% | No change | 6,272 | $3.0M |
| Ewa, LLC | 1.35% | Reduce -5.6% | 6,271 | $3.0M |
| LRI Investments, LLC | 0.76% | — | 6,234 | $3.0M |
| Cooper/Haims Advisors, LLC | 1.74% | Add +32.0% | 6,227 | $3.0M |
| Sawyer & Company, Inc | 1.19% | Add +15.5% | 6,208 | $3.0M |
| Rebalance, LLC | 0.24% | Reduce -0.5% | 6,190 | $3.0M |
| Stanley-Laman Group, Ltd. | 0.38% | Add +1.2% | 6,187 | $3.0M |
| Summit Global Investments | 0.22% | Reduce -6.7% | 6,185 | $3.0M |
| 1776 Wealth LLC | 1.40% | No change | 6,175 | $3.0M |
| Wealthstream Advisors, Inc. | 1.12% | Add +0.0% | 6,162 | $3.0M |
| Guardian Capital Advisors LP | 0.32% | No change | 6,438 | $3.0M |
| Members Advisory Group LLC | 1.67% | Reduce -0.3% | 6,144 | $3.0M |
| Cora Capital Advisors LLC | 1.57% | Reduce -0.3% | 6,131 | $2.9M |
| Quadrant Capital Group LLC | 0.23% | Reduce -19.3% | 6,127 | $2.9M |
| MIdWestOne Financial Group, Inc. | 0.53% | Reduce -36.2% | 6,103 | $2.9M |
| Black Swift Group, LLC | 0.75% | Add +8.9% | 6,346 | $2.9M |
| Ingalls & Snyder LLC | 0.13% | Reduce -1.9% | 6,068 | $2.9M |
| Foster Dykema Cabot & Partners, LLC | 0.27% | No change | 6,056 | $2.9M |
| Stratos Investment Management, LLC | 0.28% | Add +5.8% | 6,039 | $2.9M |
| TCI Wealth Advisors, Inc. | 0.29% | Add +24.7% | 6,031 | $2.9M |
| Moors & Cabot, Inc. | 0.16% | Add +5.1% | 6,030 | $2.9M |
| DGS Capital Management, LLC | 0.82% | Add +19.4% | 6,030 | $2.9M |
| Forum Financial Management, LP | 0.05% | Add +12.0% | 6,018 | $2.9M |
| NBT Bank, N.A. | 0.21% | Reduce -1.6% | 6,011 | $2.9M |
| True North Advisors, LLC | 0.80% | New | 6,009 | $2.9M |
| Financial Advocates Investment Management | 0.17% | Add +1.6% | 6,417 | $2.9M |
| Occidental Asset Management, LLC | 0.54% | Add +7.1% | 5,973 | $2.9M |
| PACK Private Wealth, LLC | 1.78% | Add +0.1% | 5,909 | $2.8M |
| First PREMIER Bank | 0.75% | Add +5.1% | 5,899 | $2.8M |
| Agate Pass Investment Management, LLC | 1.52% | Add +23.2% | 5,889 | $2.8M |
| Syntrinsic LLC | 0.94% | Add +10.5% | 5,862 | $2.8M |
| Carmichael Hill & Associates, Inc. | 1.16% | Add +15.7% | 5,861 | $2.8M |
| Barnes Pettey Financial Advisors, LLC | 2.43% | Reduce -18.0% | 5,840 | $2.8M |
| Hemington Wealth Management | 1.02% | No change | 5,828 | $2.8M |
| Ellis Investment Partners, LLC | 0.61% | Add +10.7% | 5,825 | $2.8M |
| Kingswood Wealth Advisors, LLC | 0.32% | Reduce -12.1% | 5,811 | $2.8M |
| Procyon Advisors, LLC | 0.22% | Add +22.8% | 5,781 | $2.8M |
| USAdvisors Wealth Management, LLC | 1.05% | Add +846.9% | 5,776 | $2.8M |
| Yarger Wealth Strategies, LLC | 1.89% | Add +9.3% | 5,764 | $2.8M |
| Financial Perspectives, Inc | 1.05% | Add +1.2% | 5,757 | $2.8M |
| Compass Advisory Group LLC | 1.22% | Reduce -0.7% | 5,755 | $2.8M |
| Ironwood Investment Counsel, LLC | 0.48% | Add +5.0% | 5,748 | $2.8M |
| Faithward Advisors, LLC | 0.50% | Add +7.7% | 5,747 | $2.8M |
| Bordeaux Wealth Advisors LLC | 0.92% | Add +1.0% | 5,737 | $2.8M |
| Consilio Wealth Advisors, LLC | 1.28% | Add +0.2% | 5,666 | $2.7M |
| Kornitzer Capital Management Inc. | 0.05% | Reduce -3.5% | 5,647 | $2.7M |
| Victory Financial Group, LLC | 1.60% | Reduce -8.0% | 5,640 | $2.7M |
| Cedar Wealth Management, LLC | 0.89% | Add +35.2% | 5,639 | $2.7M |
| Apella Capital, LLC | 0.14% | Add +20.3% | 5,669 | $2.7M |
| Arcadia Wealth Management, LLC | 1.66% | Reduce -4.3% | 5,705 | $2.7M |
| Howard Wealth Management, LLC | 2.19% | Add +4.5% | 5,598 | $2.7M |
| Seamount Financial Group Inc. | 2.35% | Add +2.6% | 5,581 | $2.7M |
| Berkeley, Inc | 1.62% | Reduce -1.5% | 5,580 | $2.7M |
| Sunpointe, LLC | 2.98% | Reduce -0.4% | 5,574 | $2.7M |
| Paragon Private Wealth Management, LLC | 1.59% | Add +10.8% | 5,567 | $2.7M |
| Gotham Asset Management | 0.04% | Reduce -22.6% | 5,550 | $2.7M |
| Robinson Smith Wealth Advisors LLC | 2.56% | Add +0.0% | 5,542 | $2.7M |
| Leelyn Smith, LLC | 0.53% | Add +66.2% | 5,513 | $2.7M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +28.4% | 5,494 | $2.6M |
| Tranquility Partners, LLC | 1.02% | Reduce -3.9% | 5,493 | $2.6M |
| DBK Financial Counsel, LLC | 2.75% | Reduce -0.3% | 5,453 | $2.6M |
| Signaturefd, LLC | 0.06% | Reduce -5.0% | 5,443 | $2.6M |
| Richardson Financial Services Inc. | 1.84% | Add +179.5% | 5,436 | $2.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.14% | Add +14.8% | 5,433 | $2.6M |
| Forthright Family Wealth Advisory LLC | 1.75% | Add +10.8% | 5,413 | $2.6M |
| PDS Planning, Inc | 0.27% | Add +14.6% | 5,412 | $2.6M |
| Lion Street Advisors, LLC | 1.06% | No change | 5,951 | $2.6M |
| Walled Lake Planning & Wealth Management, LLC | 1.06% | Add +8.4% | 5,393 | $2.6M |
| Chilton Capital Management LLC | 0.12% | Reduce -39.6% | 5,365 | $2.6M |
| Independent Wealth Network Inc. | 1.21% | Add +1.9% | 5,354 | $2.6M |
| Clarity Capital Partners LLC | 1.69% | Add +10.5% | 5,338 | $2.6M |
| PGIM Custom Harvest LLC | 0.06% | Add +339.7% | 5,338 | $2.6M |
| Watts Gwilliam & Co., LLC | 0.79% | — | 5,320 | $2.6M |
| Grant/GrossMendelsohn, LLC | 1.19% | Add +15.2% | 5,351 | $2.6M |
| Optimist Retirement Group LLC | 1.31% | Reduce -3.0% | 5,302 | $2.5M |
| Old Mission Capital LLC | 0.06% | New | 5,300 | $2.5M |
| Waddell & Associates, LLC | 0.34% | Add +3.5% | 5,270 | $2.5M |
| Tortoise Investment Management, LLC | 0.31% | Add +1.3% | 5,236 | $2.5M |
| Bell Investment Advisors, Inc | 0.49% | Reduce -0.9% | 5,211 | $2.5M |
| Arrien Investments, Inc. | 1.97% | Add +1.9% | 5,201 | $2.5M |
| Accredited Investors Inc. | 0.16% | Add +1.3% | 5,183 | $2.5M |
| Badgley Phelps Wealth Managers, LLC | 0.06% | Add +1.2% | 5,168 | $2.5M |
| Long Island Wealth Management, Inc. | 1.75% | Add +0.0% | 5,158 | $2.5M |
| Raymond James Trust Co. of NH | 24.64% | Reduce -11.9% | 5,155 | $2.5M |
| Financial Council, LLC | 1.46% | New | 5,152 | $2.5M |
| Principle Wealth Partners LLC | 0.19% | Reduce -1.2% | 5,147 | $2.5M |
| Mechanics Bank Trust Department | 0.36% | Add +433.6% | 5,144 | $2.5M |
| Zacks Investment Management | 0.03% | Reduce -25.0% | 5,139 | $2.5M |
| Gallacher Capital Management LLC | 1.25% | Add +3.8% | 5,094 | $2.4M |
| DB Fitzpatrick & Co, Inc | 2.24% | Reduce -11.6% | 5,075 | $2.4M |
| Hanover Advisors Inc. | 1.02% | Add +138.7% | 5,042 | $2.4M |
| JT Stratford LLC | 0.48% | Add +6.3% | 5,011 | $2.4M |
| Monograph Wealth Advisors, LLC | 0.35% | Reduce -21.1% | 4,984 | $2.4M |
| Hubbell Strickland Wealth Management, LLC | 1.21% | Add +0.1% | 4,964 | $2.4M |
| Accel Wealth Management | 1.01% | Add +38.7% | 4,943 | $2.4M |
| Jaffetilchin Investment Partners, LLC | 0.21% | Add +2.3% | 4,943 | $2.4M |
| Aspire Wealth Management Corp | 1.43% | Add +17.2% | 4,942 | $2.4M |
| Texas Yale Capital Corp. | 0.11% | Add +0.2% | 4,937 | $2.4M |
| Cherry Creek Investment Advisors, Inc. | 1.28% | Reduce -5.3% | 4,902 | $2.4M |
| Performance Wealth Partners, LLC | 0.10% | No change | 4,886 | $2.3M |
| Cambridge Capital Management, LLC | 1.84% | Add +18.0% | 4,879 | $2.3M |
| Values Added Financial LLC | 1.82% | Reduce -0.2% | 4,867 | $2.3M |
| Slagle Financial, LLC | 1.26% | Reduce -53.5% | 4,849 | $2.3M |
| Winthrop Advisory Group LLC | 0.34% | Reduce -13.1% | 4,841 | $2.3M |
| Stockman Wealth Management, Inc. | 0.41% | Add +2.5% | 4,809 | $2.3M |
| Penobscot Wealth Management | 1.46% | Add +4.5% | 4,800 | $2.3M |
| Valued Retirements, Inc. | 3.69% | Add +0.1% | 4,801 | $2.3M |
| Verus Financial Partners, Inc. | 0.27% | Add +4.8% | 4,760 | $2.3M |
| Fiduciary Counselling Inc. | 6.22% | No change | 4,736 | $2.3M |
| Archer Investment Corp | 0.69% | Add +10.4% | 4,730 | $2.3M |
| Tradition Wealth Management, LLC | 0.23% | Reduce -3.6% | 4,715 | $2.3M |
| Mascoma Wealth Management LLC | 0.64% | Add +0.0% | 4,712 | $2.3M |
| Harbour Investment Management LLC | 1.06% | Add +65.7% | 4,692 | $2.3M |
| Grey Street Capital, LLC | 0.30% | New | 4,683 | $2.3M |
| Planning Capital Management Corp | 1.64% | Add +0.1% | 4,683 | $2.3M |
| Olde Wealth Management, LLC | 1.06% | Add +1.4% | 4,729 | $2.2M |
| Violich Capital Management, Inc. | 0.32% | Add +22.3% | 4,665 | $2.2M |
| Bill Few Associates, Inc. | 0.91% | Add +21.6% | 4,661 | $2.2M |
| Asset Advisors Investment Management, LLC | 0.25% | Add +0.8% | 4,645 | $2.2M |
| Thompson Davis & Co., Inc. | 1.51% | Add +2.9% | 4,637 | $2.2M |
| Wellspring Financial Advisors, LLC | 0.35% | Add +0.7% | 4,633 | $2.2M |
| Quadcap Wealth Management, LLC | 0.51% | Add +10.8% | 4,627 | $2.2M |
| Cascade Financial Partners, LLC | 0.32% | — | 4,717 | $2.2M |
| Montecito Bank & Trust | 0.44% | Reduce -1.9% | 4,606 | $2.2M |
| Myecfo, LLC | 1.30% | Reduce -0.3% | 4,604 | $2.2M |
| Bakala Capital LLC | 19.00% | Add +97.5% | 4,595 | $2.2M |
| XR Securities LLC | 0.65% | New | 4,594 | $2.2M |
| Horan Capital Advisors, LLC. | 0.79% | Reduce -0.9% | 4,593 | $2.2M |
| Martel Wealth Advisors LLC | 0.48% | Reduce -7.9% | 4,591 | $2.2M |
| LongView Wealth Management | 0.87% | Add +13.8% | 4,588 | $2.2M |
| MassMutual Private Wealth & Trust, FSB | 0.07% | Reduce -75.4% | 4,575 | $2.2M |
| Terra Nova Asset Management LLC | 1.75% | Add +1.3% | 4,561 | $2.2M |
| Hassell Wealth Management, LLC | 1.39% | New | 4,711 | $2.2M |
| Columbia Asset Management | 0.44% | No change | 25,577 | $2.2M |
| Cornerstone Wealth Management, LLC | 0.18% | Add +6.8% | 4,530 | $2.2M |
| Patriot Investment Management Group, Inc. | 0.17% | Add +1.3% | 4,526 | $2.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | New | 4,520 | $2.2M |
| Staley Capital Advisers Inc. | 0.10% | Reduce -0.6% | 4,518 | $2.2M |
| Cidel Asset Management Inc. | 0.17% | Reduce -6.8% | 4,506 | $2.2M |
| PCA Investment Advisory Services Inc. | 1.22% | Add +1.5% | 4,498 | $2.2M |
| Sfmg, LLC | 0.19% | Add +3.4% | 4,498 | $2.2M |
| Retirement Income Solutions, Inc. | 0.49% | Add +8.5% | 4,496 | $2.2M |
| Weaver Consulting Group | 0.79% | Add +0.1% | 4,461 | $2.1M |
| Taylor Hoffman Wealth Management | 0.91% | Reduce -2.6% | 4,454 | $2.1M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.90% | Add +26.3% | 4,618 | $2.1M |
| Planning Alternatives Ltd. | 0.35% | Add +0.3% | 4,432 | $2.1M |
| Cove Private Wealth, LLC | 1.87% | No change | 4,432 | $2.1M |
| GHP Investment Advisors, Inc. | 0.11% | Add +2.4% | 4,417 | $2.1M |
| Roble, Belko & Company, Inc | 0.36% | Add +0.4% | 4,416 | $2.1M |
| Silver Oak Securities, Incorporated | 0.32% | Add +40.9% | 4,410 | $2.1M |
| Welch & Forbes LLC | 0.03% | Reduce -8.1% | 4,410 | $2.1M |
| Kitching Partners, LLC | 4.02% | Add +0.1% | 4,401 | $2.1M |
| Woodmont Investment Counsel LLC | 0.18% | Reduce -0.5% | 4,395 | $2.1M |
| Ritholtz Wealth Management | 0.07% | Add +10.8% | 4,390 | $2.1M |
| Saxony Capital Management, LLC | 2.54% | Add +15.3% | 4,377 | $2.1M |
| WMG Financial Advisors, LLC | 1.20% | No change | 4,374 | $2.1M |
| Naviter Wealth, LLC | 0.34% | Add +59.3% | 4,369 | $2.1M |
| 9258 Wealth Management, LLC | 0.32% | Add +1.3% | 4,331 | $2.1M |
| Harfst & Associates, Inc. | 0.49% | Add +0.6% | 4,330 | $2.1M |
| SkyOak Wealth, LLC | 0.50% | Add +2.6% | 4,316 | $2.1M |
| Capital Investment Counsel, LLC | 0.44% | Add +27.8% | 4,310 | $2.1M |
| Pine Haven Investment Counsel, Inc | 1.82% | Reduce -10.3% | 4,301 | $2.1M |
| Provenance Wealth Advisors, LLC | 0.29% | Add +0.3% | 4,301 | $2.1M |
| Private Client Services, LLC | 1.39% | Reduce -1.9% | 4,297 | $2.1M |
| Perennial Investment Advisors, LLC | 0.31% | Add +3.1% | 4,277 | $2.1M |
| Revolve Wealth Partners, LLC | 0.35% | Add +2.4% | 4,252 | $2.0M |
| TAP Consulting, LLC | 0.45% | Reduce -0.2% | 4,251 | $2.0M |
| Freedom Investment Management, Inc. | 0.16% | Add +201.6% | 4,244 | $2.0M |
| Aries Wealth Management | 0.66% | Add +2.8% | 4,234 | $2.0M |
| Second Line Capital, LLC | 0.66% | Add +21.6% | 4,216 | $2.0M |
| Everhart Financial Group, Inc. | 0.59% | Add +16.7% | 4,215 | $2.0M |
| WMS Partners, LLC | 0.14% | Reduce -0.1% | 4,211 | $2.0M |
| Capital Management Associates | 2.40% | Reduce -5.8% | 4,198 | $2.0M |
| Black Diamond Financial, LLC | 0.55% | No change | 4,616 | $2.0M |
| Zullo Investment Group, Inc. | 0.94% | No change | 4,191 | $2.0M |
| Teamwork Financial Advisors, LLC | 0.31% | Add +2.3% | 4,178 | $2.0M |
| E&G Advisors, LLC | 0.63% | Add +1.4% | 4,171 | $2.0M |
| Sound Income Strategies, LLC | 0.15% | Add +25.8% | 4,166 | $2.0M |
| Investment Advisory Group, LLC | 0.83% | Add +7.4% | 4,159 | $2.0M |
| Burt Wealth Advisors | 0.51% | No change | 4,157 | $2.0M |
| Culbertson A N & Co. Inc. | 0.34% | Add +0.1% | 4,156 | $2.0M |
| Sanctuary Wealth Management, L.L.C. | 1.63% | Add +767.4% | 4,155 | $2.0M |
| Financial Synergies Wealth Advisors, Inc. | 0.26% | Add +18.8% | 4,144 | $2.0M |
| Veery Capital, LLC | 0.82% | Add +1.3% | 4,142 | $2.0M |
| WBH Advisory Inc. | 0.20% | Add +0.1% | 4,142 | $2.0M |
| LifeGuide Financial Advisors, LLC | 0.99% | Add +2.8% | 4,102 | $2.0M |
| Apeiron RIA LLC | 0.57% | Add +1.1% | 4,095 | $2.0M |
| S.A. Mason LLC | 1.18% | Add +10.1% | 4,086 | $2.0M |
| CRA Financial Services, LLC | 0.43% | Add +102.0% | 4,086 | $2.0M |
| HTG Investment Advisors, Inc. | 1.13% | No change | 4,072 | $2.0M |
| Davis R M Inc. | 0.04% | Reduce -3.6% | 4,066 | $2.0M |
| Sonora Investment Management Group, LLC | 0.15% | Add +1.3% | 4,061 | $2.0M |
| Ensign Peak Advisors, Inc | 0.00% | New | 4,053 | $1.9M |
| Peoples Bank | 1.52% | Reduce -3.6% | 4,043 | $1.9M |
| McKinley Carter Wealth Services, Inc. | 0.13% | Add +1.5% | 4,038 | $1.9M |
| Aerodigm Wealth, LLC | 0.78% | Add +221.2% | 4,009 | $1.9M |
| GW Henssler & Associates Ltd. | 0.11% | No change | 4,004 | $1.9M |
| Curi Capital, LLC | 0.04% | Reduce -0.3% | 4,003 | $1.9M |
| Copperleaf Capital, LLC | 1.66% | Reduce -15.5% | 3,982 | $1.9M |
| Von Berge Wealth Management Group, LLC | 1.23% | Add +15.6% | 3,973 | $1.9M |
| Drive Wealth Management, LLC | 0.53% | Reduce -1.3% | 3,972 | $1.9M |
| Aaron Wealth Advisors LLC | 0.27% | Reduce -1.2% | 3,964 | $1.9M |
| First Interstate Bank | 0.13% | Reduce -0.5% | 3,944 | $1.9M |
| Index Fund Advisors, Inc. | 0.10% | Add +103.6% | 3,920 | $1.9M |
| WealthCollab, LLC | 1.39% | No change | 3,915 | $1.9M |
| Cherry Tree Wealth Management, LLC | 0.47% | Add +54.6% | 3,913 | $1.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.22% | Add +130.2% | 3,909 | $1.9M |
| Oxbow Advisors, LLC | 0.27% | Add +0.1% | 3,904 | $1.9M |
| Legacy Wealth Management, LLC / MS | 0.85% | No change | 3,900 | $1.9M |
| Cardinal Point Capital Management ULC | 0.35% | Add +10.9% | 3,872 | $1.9M |
| WealthShield Partners, LLC | 0.30% | Add +116.8% | 3,870 | $1.9M |
| Gratus Capital, LLC | 0.09% | Add +46.9% | 3,865 | $1.9M |
| Northeast Financial Group, Inc. | 0.82% | Reduce -14.7% | 3,855 | $1.9M |
| Segment Wealth Management, LLC | 0.14% | No change | 3,855 | $1.9M |
| Inscription Capital, LLC | 0.31% | Add +186.6% | 3,855 | $1.9M |
| Buffington Mohr McNeal | 0.33% | Reduce -1.5% | 3,836 | $1.8M |
| Peterson Wealth Services | 0.66% | Reduce -17.3% | 3,798 | $1.8M |
| Channel Wealth LLC | 0.73% | Reduce -5.6% | 3,798 | $1.8M |
| Ascent Wealth Partners, LLC | 0.27% | New | 3,788 | $1.8M |
| Portland Global Advisors LLC | 0.25% | Reduce -4.1% | 3,783 | $1.8M |
| Great Oak Capital Partners, LLC | 0.80% | Add +0.3% | 3,759 | $1.8M |
| Meridian Wealth Partners, LLC | 0.33% | Reduce -0.7% | 3,759 | $1.8M |
| Private Wealth Group, LLC | 0.94% | No change | 3,758 | $1.8M |
| Insight Advisors, LLC/ PA | 0.35% | Add +0.6% | 3,758 | $1.8M |
| 180 Wealth Advisors, LLC | 0.32% | Add +5.3% | 3,737 | $1.8M |
| Capital Investment Advisory Services, LLC | 0.19% | Reduce -0.0% | 3,725 | $1.8M |
| Bison Wealth, LLC | 0.29% | Add +26.9% | 3,707 | $1.8M |
| Narus Financial Partners, LLC | 0.76% | Add +36.3% | 3,703 | $1.8M |
| Raab & Moskowitz Asset Management LLC | 0.50% | Add +10.4% | 3,682 | $1.8M |
| Grandfield & Dodd, LLC | 0.11% | Add +6.9% | 3,675 | $1.8M |
| TCP Asset Management, LLC | 0.47% | Add +12.7% | 3,672 | $1.8M |
| Janiczek Wealth Management, LLC | 0.38% | Reduce -4.3% | 3,670 | $1.8M |
| Callan Capital, LLC | 0.15% | Reduce -2.7% | 3,669 | $1.8M |
| Advus Financial Partners, LLC | 0.54% | Reduce -6.6% | 3,663 | $1.8M |
| WESCAP Management Group, Inc. | 0.51% | Add +32.3% | 3,655 | $1.8M |
| Capital Advisors Inc. | 0.04% | Add +1.7% | 3,651 | $1.8M |
| Perkins Coie Trust Co | 0.41% | Reduce -0.7% | 3,643 | $1.8M |
| Avantax Planning Partners, Inc. | 0.06% | Add +1.7% | 3,641 | $1.8M |
| Stonebridge Financial Planning Group, LLC | 0.92% | Add +2.6% | 3,636 | $1.7M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.45% | Add +5.9% | 3,618 | $1.7M |
| Realta Investment Advisors | 0.36% | Add +0.9% | 3,612 | $1.7M |
| HFG Advisors, Inc. | 1.54% | Add +6.8% | 3,608 | $1.7M |
| LVW Advisors, LLC | 0.29% | Reduce -4.1% | 3,601 | $1.7M |
| Clearview Wealth Advisors LLC | 1.76% | Reduce -11.4% | 3,588 | $1.7M |
| Horizon Family Wealth, Inc. | 1.33% | Add +4.0% | 3,586 | $1.7M |
| Country Club Bank | 0.12% | Add +1.8% | 3,577 | $1.7M |
| Compass Ion Advisors, LLC | 0.25% | Add +44.2% | 3,571 | $1.7M |
| Parcion Private Wealth LLC | 0.15% | No change | 3,567 | $1.7M |
| Horizon Kinetics Asset Management LLC | 0.03% | Reduce -1.9% | 3,566 | $1.7M |
| Ellevest, Inc. | 0.11% | Reduce -5.0% | 3,566 | $1.7M |
| River Wealth Advisors LLC | 0.25% | Reduce -3.5% | 3,565 | $1.7M |
| Indiana Trust & Investment Management Co | 0.69% | Add +2.3% | 3,544 | $1.7M |
| E Fund Management (Hong Kong) Co., Ltd. | 1.10% | No change | 3,501 | $1.7M |
| E Fund Management Co., Ltd. | 0.10% | No change | 3,501 | $1.7M |
| Mirabella Financial Services LLP | 0.12% | No change | 3,500 | $1.7M |
| Laurel Wealth Advisors LLC | 0.29% | Reduce -1.7% | 3,499 | $1.7M |
| Northwest Wealth Management, LLC | 0.46% | Add +6.2% | 3,472 | $1.7M |
| Rehmann Capital Advisory Group | 0.12% | Add +4.5% | 3,460 | $1.7M |
| Nilsine Partners, LLC | 0.23% | Reduce -20.1% | 3,458 | $1.7M |
| Rothschild Wealth LLC | 0.58% | — | 3,439 | $1.7M |
| New Republic Capital, LLC | 1.04% | Add +33.6% | 3,418 | $1.6M |
| Calydon Capital | 0.31% | Add +2.8% | 3,422 | $1.6M |
| Professional Advisory Services Inc. | 0.20% | Reduce -8.1% | 3,395 | $1.6M |
| Weil Company, Inc. | 0.65% | Add +91.3% | 3,391 | $1.6M |
| Onyx Bridge Wealth Group LLC | 0.29% | Add +12.0% | 3,479 | $1.6M |
| KKM Financial LLC | 0.79% | Reduce -6.8% | 3,367 | $1.6M |
| Overbrook Management Corp | 0.43% | Reduce -36.0% | 3,363 | $1.6M |
| Core Wealth Partners LLC | 1.22% | Reduce -0.1% | 3,353 | $1.6M |
| Fortis Capital Management LLC | 0.42% | Add +6.8% | 3,351 | $1.6M |
| First County Bank | 0.79% | Reduce -17.2% | 3,350 | $1.6M |
| Precedent Wealth Partners, LLC | 0.69% | Add +45.2% | 3,343 | $1.6M |
| BIP Wealth, LLC | 0.12% | Add +2.0% | 3,329 | $1.6M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.57% | Add +4.1% | 3,328 | $1.6M |
| Cibc World Markets Corp. | 0.01% | Add +439.3% | 3,311 | $1.6M |
| Hanson & Doremus Investment Management | 0.27% | Add +6.7% | 3,295 | $1.6M |
| Busey Bank | 0.06% | Reduce -1.2% | 3,293 | $1.6M |
| Johnson Financial Group, Inc. | 0.09% | Add +12.0% | 3,285 | $1.6M |
| Jessup Wealth Management, Inc | 0.68% | Add +12.3% | 3,282 | $1.6M |
| Baker Boyer National Bank | 0.54% | Add +0.9% | 3,278 | $1.6M |
| Wealth Effects LLC | 0.58% | Reduce -0.9% | 3,277 | $1.6M |
| SageView Advisory Group, LLC | 0.08% | Reduce -56.3% | 32,016 | $1.6M |
| Wealthquest Corp | 0.17% | Add +9.5% | 3,271 | $1.6M |
| Sensible Money, LLC | 0.84% | Add +1.6% | 3,254 | $1.6M |
| Sandbox Financial Partners, LLC | 0.66% | Add +58.9% | 3,254 | $1.6M |
| Frank, Rimerman Advisors LLC | 0.30% | Add +0.3% | 3,246 | $1.6M |
| Guyasuta Investment Advisors Inc. | 0.11% | No change | 3,549 | $1.6M |
| Napatree Capital LLC | 1.50% | Add +15.5% | 3,353 | $1.5M |
| Alesco Advisors, LLC, An ESL Co | 0.05% | Add +69.5% | 3,218 | $1.5M |
| Retirement Financial Solutions, LLC | 0.80% | Reduce -7.2% | 3,218 | $1.5M |
| Horan Securities, Inc. | 0.73% | Reduce -10.2% | 3,213 | $1.5M |
| JB Capital LLC | 0.10% | Add +2.7% | 3,198 | $1.5M |
| WP Advisors, LLC | 0.50% | Add +14.7% | 3,193 | $1.5M |
| Schrum Private Wealth Management LLC | 1.39% | Add +6.2% | 3,187 | $1.5M |
| Destination Wealth Management | 0.05% | Reduce -8.3% | 3,186 | $1.5M |
| Diversified, LLC | 0.21% | Add +0.6% | 3,183 | $1.5M |
| Capital Asset Advisory Services LLC | 0.09% | Reduce -24.0% | 3,210 | $1.5M |
| Annex Advisory Services, LLC | 0.05% | Add +65.6% | 3,181 | $1.5M |
| OneAscent Wealth Management LLC | 0.59% | Add +11.3% | 3,175 | $1.5M |
| Fortress Wealth Management, Inc. | 0.79% | No change | 3,174 | $1.5M |
| Novare Capital Management LLC | 0.14% | New | 3,156 | $1.5M |
| HMS Capital Management, LLC | 0.84% | Reduce -4.2% | 3,154 | $1.5M |
| Wealth Management Resources, Inc. | 0.42% | Reduce -19.1% | 2,140 | $1.5M |
| Riverview Trust Co | 1.16% | No change | 3,131 | $1.5M |
| Weinberger Asset Management, Inc | 0.73% | Add +2.6% | 3,126 | $1.5M |
| DT Investment Partners, LLC | 0.15% | No change | 3,106 | $1.5M |
| Sunesis Advisors, LLC | 0.87% | No change | 3,104 | $1.5M |
| Roberts Glore & Co. Inc. | 0.45% | Reduce -2.4% | 3,099 | $1.5M |
| Tocqueville Asset Management L.P. | 0.02% | Add +14.0% | 3,098 | $1.5M |
| Atlanta Consulting Group Advisors, LLC | 0.51% | — | 3,091 | $1.5M |
| Baker Avenue Asset Management, LP | 0.06% | Add +0.8% | 3,091 | $1.5M |
| Paladin Advisory Group, LLC | 1.17% | Reduce -4.0% | 3,091 | $1.5M |
| NDVR, Inc. | 1.41% | Add +0.0% | 3,081 | $1.5M |
| Alterna Wealth Management, Inc. | 1.20% | Reduce -49.9% | 3,081 | $1.5M |
| Eudaimonia Advisors LLC | 0.78% | Add +0.9% | 3,063 | $1.5M |
| Enzi Wealth | 0.69% | Reduce -14.2% | 3,164 | $1.5M |
| Atlantic Edge Private Wealth Management, LLC | 0.50% | Add +17.8% | 3,039 | $1.5M |
| Passive Capital Management, LLC. | 0.57% | No change | 3,036 | $1.5M |
| Orgel Wealth Management, LLC | 0.04% | Add +15.1% | 3,035 | $1.5M |
| Curran Financial Partners, LLC | 0.51% | Reduce -16.4% | 3,034 | $1.5M |
| Darrow Company, Inc. | 0.94% | New | 3,003 | $1.4M |
| Spinnaker Trust | 0.09% | Add +8.0% | 2,998 | $1.4M |
| FinDec Wealth Services, Inc. | 0.90% | Reduce -0.5% | 2,990 | $1.4M |
| 17 Capital Partners, LLC | 1.06% | New | 2,976 | $1.4M |
| Sandy Spring Bank | 0.07% | Add +2.0% | 2,968 | $1.4M |
| Edge Financial Advisors LLC | 1.25% | — | 2,937 | $1.4M |
| VitalStone Financial, LLC | 1.09% | Add +9.5% | 2,963 | $1.4M |
| National Wealth Management Group, LLC | 1.11% | Add +3.1% | 2,959 | $1.4M |
| Investment Advisory Services Inc. /TX | 0.52% | Reduce -1.5% | 2,945 | $1.4M |
| Private Ocean, LLC | 0.15% | Reduce -2.2% | 2,945 | $1.4M |
| Taurus Asset Management, LLC | 0.14% | No change | 2,935 | $1.4M |
| Van Cleef Asset Management,Inc | 0.18% | Add +1.4% | 2,929 | $1.4M |
| Cutler Capital Management, LLC | 0.68% | Add +19.9% | 2,928 | $1.4M |
| Bray Capital Advisors | 0.36% | Add +0.5% | 2,926 | $1.4M |
| TCV Trust & Wealth Management, Inc. | 0.13% | No change | 2,918 | $1.4M |
| Householder Group Estate & Retirement Specialist, LLC | 0.42% | Add +6.5% | 2,910 | $1.4M |
| Hamilton Point Investment Advisors, LLC | 0.27% | Reduce -1.3% | 2,903 | $1.4M |
| FSM Wealth Advisors, LLC | 0.49% | Reduce -3.1% | 2,897 | $1.4M |
| HM Payson & Co. | 0.03% | Add +4.2% | 2,894 | $1.4M |
| AA Financial Advisors, LLC | 0.56% | Add +5.9% | 2,892 | $1.4M |
| Linscomb Wealth, Inc. | 0.07% | Reduce -32.5% | 2,882 | $1.4M |
| Total Clarity Wealth Management, Inc. | 0.48% | Add +16.6% | 2,882 | $1.4M |
| Cape Cod Five Cents Savings Bank | 0.13% | Reduce -3.0% | 2,881 | $1.4M |
| Valley Forge Investment Consultants Inc. Adv | 0.54% | Add +43.0% | 2,876 | $1.4M |
| Rappaport Reiches Capital Management, LLC | 0.43% | Add +4.6% | 2,852 | $1.4M |
| Beacon Financial Advisory LLC | 0.67% | Reduce -2.2% | 2,851 | $1.4M |
| Bedel Financial Consulting, Inc. | 0.21% | Reduce -0.9% | 2,848 | $1.4M |
| Princeton Capital Management LLC | 0.49% | Reduce -1.0% | 2,843 | $1.4M |
| &partners | 0.19% | Add +30.1% | 2,934 | $1.4M |
| Kooman & Associates | 0.57% | Reduce -3.1% | 2,838 | $1.4M |
| Paulson Wealth Management Inc. | 0.40% | Reduce -4.7% | 2,837 | $1.4M |
| Rakuten Securities, Inc. | 0.60% | Reduce -2.8% | 2,831 | $1.4M |
| MV Capital Management, Inc. | 0.16% | No change | 2,825 | $1.4M |
| Libra Wealth LLC | 0.59% | Reduce -15.4% | 2,824 | $1.4M |
| Beirne Wealth Consulting Services, LLC | 0.57% | Add +0.3% | 2,821 | $1.4M |
| MSH Capital Advisors LLC | 0.47% | Add +18.1% | 2,813 | $1.4M |
| Chesley Taft & Associates LLC | 0.07% | Reduce -6.4% | 2,801 | $1.3M |
| Kavar Capital Partners Group, LLC | 0.25% | Reduce -44.0% | 2,800 | $1.3M |
| Rockingstone Advisors LLC | 0.69% | Add +9.5% | 2,795 | $1.3M |
| Zevin Asset Management LLC | 0.22% | No change | 2,789 | $1.3M |
| HHM Wealth Advisors, LLC | 0.22% | Add +0.7% | 2,783 | $1.3M |
| Walleye Trading LLC | 0.02% | Add +3375.0% | 2,780 | $1.3M |
| Grey Ledge Advisors, LLC | 0.37% | Reduce -6.7% | 2,763 | $1.3M |
| Sightline Wealth Advisors, LLC | 0.87% | Add +0.1% | 2,755 | $1.3M |
| BetterWealth, LLC | 0.43% | New | 2,750 | $1.3M |
| Willis Johnson & Associates, Inc. | 0.11% | Reduce -8.1% | 2,748 | $1.3M |
| Maripau Wealth Management LLC | 0.99% | Add +10.2% | 2,740 | $1.3M |
| Marks Group Wealth Management, Inc | 0.14% | No change | 2,739 | $1.3M |
| Confluence Wealth Services, Inc. | 0.12% | Reduce -12.3% | 2,739 | $1.3M |
| Sabal Trust CO | 0.08% | Add +53.0% | 2,739 | $1.3M |
| Zions Bancorporation, N.A. | 0.10% | No change | 2,727 | $1.3M |
| IMPACTfolio, LLC | 0.79% | No change | 2,719 | $1.3M |
| Baron Wealth Management LLC | 0.69% | Reduce -7.4% | 2,718 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +18.6% | 2,711 | $1.3M |
| Tolleson Wealth Management, Inc. | 0.25% | Reduce -2.5% | 2,707 | $1.3M |
| Beck Mack & Oliver LLC | 0.03% | Reduce -5.5% | 2,705 | $1.3M |
| Crescent Grove Advisors, LLC | 0.14% | Add +0.2% | 2,704 | $1.3M |
| 1ST Source Bank | 0.07% | Add +1.9% | 2,682 | $1.3M |
| GEM Asset Management, LLC | 0.87% | Add +11.2% | 2,797 | $1.3M |
| LJI Wealth Management, LLC | 0.33% | Add +0.3% | 2,671 | $1.3M |
| Intrua Financial, LLC | 0.20% | Add +63.7% | 2,665 | $1.3M |
| Invst, LLC | 0.15% | Add +0.1% | 2,658 | $1.3M |
| PBMares Wealth Management LLC | 0.33% | Add +72.9% | 2,654 | $1.3M |
| Bragg Financial Advisors, Inc | 0.06% | Reduce -0.0% | 2,645 | $1.3M |
| Physician Wealth Advisors, Inc. | 0.27% | Add +1.9% | 2,743 | $1.3M |
| JPL Wealth Management, LLC | 0.70% | Add +200.6% | 2,639 | $1.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +391.4% | 2,639 | $1.3M |
| Marietta Investment Partners LLC | 0.28% | No change | 2,638 | $1.3M |
| Heritage Financial Services, LLC | 0.19% | Reduce -29.0% | 2,627 | $1.3M |
| Apriem Advisors | 0.16% | Reduce -2.6% | 2,619 | $1.3M |
| Founders Financial Alliance, LLC | 0.38% | Add +52.7% | 2,618 | $1.3M |
| BHK Investment Advisors, LLC | 0.48% | New | 2,617 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Reduce -7.9% | 2,615 | $1.3M |
| World Investment Advisors | 0.18% | Reduce -74.9% | 2,613 | $1.3M |
| MBL Wealth, LLC | 0.14% | Add +106.5% | 2,606 | $1.3M |
| TKG Advisors, LLC | 0.70% | Reduce -10.0% | 2,605 | $1.3M |
| Valley Financial Group, Inc. | 0.95% | Reduce -10.0% | 2,605 | $1.3M |
| Nottingham Advisors, Inc. | 0.15% | Reduce -0.3% | 2,601 | $1.3M |
| Strategic Family Wealth Counselors, L.L.C. | 0.49% | Add +65.8% | 2,598 | $1.2M |
| Trustmark Bank Trust Department | 0.10% | Add +31.1% | 2,597 | $1.2M |
| EagleClaw Capital Managment, LLC | 0.23% | No change | 2,592 | $1.2M |
| BlackDiamond Wealth Management, LLC | 0.89% | Reduce -2.7% | 2,589 | $1.2M |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.59% | Add +0.1% | 2,585 | $1.2M |
| Valtinson Bruner Financial Planning LLC | 0.52% | Add +1.2% | 2,554 | $1.2M |
| Trust Co. of Toledo NA | 0.19% | Add +17.0% | 2,544 | $1.2M |
| Clearstead Trust, LLC | 0.32% | Add +0.0% | 2,538 | $1.2M |
| Strategic Financial Partners, Ltd. | 0.67% | Add +0.9% | 2,535 | $1.2M |
| Miller Investment Management, LP | 0.16% | New | 2,529 | $1.2M |
| Evolution Advisers, Inc. | 0.72% | Add +3.0% | 2,526 | $1.2M |
| TFC Financial Management, Inc. | 0.22% | Reduce -10.4% | 2,522 | $1.2M |
| Enterprise Bank & Trust Co | 0.41% | Reduce -0.8% | 2,505 | $1.2M |
| FinTrust Capital Advisors, LLC | 0.23% | No change | 2,488 | $1.2M |
| Red Door Wealth Management, LLC | 0.23% | Reduce -24.6% | 2,485 | $1.2M |
| Meridian Management Co. | 0.33% | Reduce -0.8% | 2,483 | $1.2M |
| Community Bank of Raymore | 0.56% | Add +0.5% | 2,474 | $1.2M |
| Clear Point Advisors Inc. | 0.97% | Add +25.1% | 2,255 | $1.2M |
| HC Advisors, LLC | 0.56% | No change | 2,465 | $1.2M |
| Birch Hill Investment Advisors LLC | 0.06% | Reduce -3.0% | 2,464 | $1.2M |
| SFG Wealth Management, LLC. | 0.70% | Reduce -3.3% | 2,461 | $1.2M |
| Arlington Trust Co LLC | 0.30% | No change | 2,448 | $1.2M |
| Melone Private Wealth, LLC | 0.71% | Add +0.3% | 2,445 | $1.2M |
| Granite FO LLC | 0.69% | Reduce -11.6% | 2,287 | $1.2M |
| Fairhaven Wealth Management, LLC | 0.40% | Add +68.2% | 2,441 | $1.2M |
| MADDEN SECURITIES Corp | 0.54% | No change | 2,436 | $1.2M |
| Rovin Capital /Ut/ | 0.48% | Reduce -2.2% | 2,432 | $1.2M |
| Redhawk Wealth Advisors, Inc. | 0.19% | Reduce -3.6% | 2,424 | $1.2M |
| Corundum Group, Inc. | 0.56% | Reduce -2.2% | 2,415 | $1.2M |
| BlueChip Wealth Advisors LLC | 0.75% | Add +1.9% | 2,410 | $1.2M |
| Benchmark Investment Advisors LLC | 0.91% | Reduce -5.3% | 2,409 | $1.2M |
| Midwest Heritage Bank, FSB | 0.61% | Add +0.2% | 2,406 | $1.2M |
| Sageworth Trust Co of South Dakota | 1.79% | No change | 2,405 | $1.2M |
| Adamsbrown Wealth Consultants LLC | 0.47% | Reduce -0.4% | 2,404 | $1.2M |
| Calton & Associates, Inc. | 0.56% | Reduce -54.2% | 2,402 | $1.2M |
| JFS Wealth Advisors, LLC | 0.09% | Add +1.1% | 2,399 | $1.2M |
| Consolidated Portfolio Review Corp | 0.30% | Reduce -31.9% | 2,393 | $1.2M |
| Private Wealth Partners, LLC | 0.09% | Reduce -0.2% | 2,393 | $1.2M |
| Caldwell Trust Co | 0.13% | No change | 2,377 | $1.1M |
| Eagle Bay Advisors LLC | 0.72% | Add +9.7% | 2,375 | $1.1M |
| Cherrydale Wealth Management, LLC | 0.53% | Add +0.3% | 2,371 | $1.1M |
| Anfield Capital Management, LLC | 0.55% | Reduce -1.2% | 2,363 | $1.1M |
| American Money Management, LLC | 0.24% | Reduce -1.9% | 2,363 | $1.1M |
| Portside Wealth Group, LLC | 0.21% | Add +18.6% | 2,362 | $1.1M |
| Seeds Investor LLC | 1.05% | Add +13.6% | 2,362 | $1.1M |
| Insight Wealth Strategies, LLC | 0.17% | Add +96.3% | 2,357 | $1.1M |
| McGuire Investment Group, LLC | 0.16% | No change | 2,343 | $1.1M |
| Centennial Wealth Advisory LLC | 0.52% | Reduce -1.2% | 2,329 | $1.1M |
| Stokes Capital Advisors, LLC | 0.33% | Reduce -5.7% | 2,325 | $1.1M |
| Cross Staff Investments Inc | 0.94% | Reduce -3.5% | 2,320 | $1.1M |
| Sterling Group Wealth Management, LLC | 68.30% | Reduce -86.1% | 2,314 | $1.1M |
| Kathmere Capital Management, LLC | 0.13% | Add +12.3% | 2,310 | $1.1M |
| W Advisors, LLC | 0.76% | Reduce -9.4% | 2,309 | $1.1M |
| Anderson Hoagland & Co. | 0.12% | Add +388.5% | 2,345 | $1.1M |
| Geometric Wealth Advisors | 0.26% | Reduce -0.3% | 2,304 | $1.1M |
| Northwest Capital Management Inc | 0.35% | Reduce -1.1% | 2,293 | $1.1M |
| Key Client Fiduciary Advisors, LLC | 0.58% | Add +1.7% | 2,292 | $1.1M |
| New Millennium Group LLC | 0.83% | Add +1.6% | 2,290 | $1.1M |
| Chemistry Wealth Management LLC | 0.30% | Add +0.1% | 2,287 | $1.1M |
| Select Asset Management & Trust | 0.46% | Add +71.3% | 2,287 | $1.1M |
| GFG Capital, LLC | 0.28% | Reduce -89.1% | 2,286 | $1.1M |
| Clarity Financial LLC | 0.17% | Add +110.1% | 2,277 | $1.1M |
| Cahill Financial Advisors Inc. | 0.15% | Add +12.9% | 2,277 | $1.1M |
| CX Institutional | 0.05% | Add +40.5% | 2,274 | $1.1M |
| Summit Place Financial Advisors, LLC | 0.64% | No change | 2,274 | $1.1M |
| Unique Wealth Strategies, LLC | 0.53% | Add +8.3% | 2,269 | $1.1M |
| Clark Asset Management, LLC | 0.33% | Add +55.7% | 2,265 | $1.1M |
| Balboa Wealth Partners | 0.35% | Reduce -13.0% | 2,264 | $1.1M |
| Brand Asset Management Group, Inc. | 0.47% | Reduce -5.0% | 2,263 | $1.1M |
| SlateStone Wealth, LLC | 0.11% | Add +3.9% | 2,262 | $1.1M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.27% | Add +6.5% | 2,261 | $1.1M |
| Community Bank, N.A. | 0.14% | Reduce -7.9% | 2,261 | $1.1M |
| Clarity Wealth Advisors, LLC | 0.37% | Add +0.6% | 2,260 | $1.1M |
| Glen Eagle Advisors, LLC | 0.20% | Reduce -0.2% | 2,234 | $1.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +3.3% | 2,227 | $1.1M |
| Gill Capital Partners, LLC | 0.43% | Reduce -11.9% | 2,317 | $1.1M |
| Swmg, LLC | 0.48% | Reduce -10.4% | 2,222 | $1.1M |
| Smallwood Wealth Investment Management, LLC | 0.82% | No change | 2,203 | $1.1M |
| Titleist Asset Management, LLC | 0.19% | New | 2,199 | $1.1M |
| Constant Guidance Financial LLC | 0.97% | Add +1.3% | 4,131 | $1.1M |
| My Personal CFO, LLC | 0.61% | New | 2,197 | $1.1M |
| Financial Insights, Inc. | 0.30% | Add +7.0% | 2,191 | $1.1M |
| Planning Directions Inc. | 0.73% | Add +0.3% | 2,191 | $1.1M |
| United Advisor Group, LLC | 0.40% | Add +94.6% | 2,189 | $1.1M |
| Alkeme Wealth, LLC | 0.48% | Add +0.1% | 2,223 | $1.0M |
| Rezny Wealth Management, Inc. | 0.37% | No change | 2,176 | $1.0M |
| AIFG Consultants Ltd. | 0.75% | Add +0.1% | 2,175 | $1.0M |
| Hancock Whitney Corp. | 0.04% | Reduce -5.1% | 2,174 | $1.0M |
| Central Valley Advisors, LLC | 0.54% | Reduce -0.1% | 2,172 | $1.0M |
| Toth Financial Advisory Corp. | 0.13% | Reduce -7.6% | 2,170 | $1.0M |
| CGN Advisors LLC | 0.13% | Reduce -0.7% | 2,168 | $1.0M |
| B & T Capital Management DBA Alpha Capital Management | 0.20% | Reduce -26.4% | 2,166 | $1.0M |
| Heritage Investment Group, Inc. | 0.14% | Add +74.1% | 2,161 | $1.0M |
| Plum Street Advisors, LLC | 0.53% | Reduce -0.6% | 1,967 | $1.0M |
| Bernardo Wealth Planning LLC | 0.29% | Reduce -3.8% | 2,152 | $1.0M |
| Bigelow Investment Advisors, LLC | 0.51% | Reduce -1.4% | 2,149 | $1.0M |
| Richardson Capital Management LLC | 0.84% | Add +59.6% | 2,147 | $1.0M |
| Morton Capital Management LLC | 0.28% | Add +1.1% | 2,144 | $1.0M |
| Beck Capital Management, LLC | 0.30% | Reduce -10.4% | 2,143 | $1.0M |
| Diversified Portfolios, Inc. | 0.14% | Reduce -1.8% | 2,142 | $1.0M |
| Aviance Capital Partners, LLC | 0.15% | New | 2,129 | $1.0M |
| Moneco Advisors, LLC | 0.16% | Add +53.5% | 2,128 | $1.0M |
| Greenline Partners, LLC | 0.16% | Add +4.5% | 2,118 | $1.0M |
| Coastwise Capital Group, LLC | 0.96% | Reduce -4.4% | 2,115 | $1.0M |
| Plotkin Financial Advisors, LLC | 0.67% | Add +2.8% | 2,111 | $1.0M |
| Silicon Valley Capital Partners | 0.15% | Add +0.2% | 2,108 | $1.0M |
| Foguth Wealth Management, LLC. | 0.54% | — | 2,107 | $1.0M |
| Citizens National Bank Trust Department | 0.23% | No change | 2,105 | $1.0M |
| First Trust Direct Indexing L.P. | 0.07% | Add +29.4% | 2,092 | $1.0M |
| Smith Anglin Financial, LLC | 0.10% | Add +1.2% | 2,092 | $1.0M |
| Acas, LLC | 0.97% | Add +2.0% | 2,091 | $1.0M |
| Cannon Financial Strategists, Inc. | 0.20% | Add +4.2% | 2,088 | $1.0M |
| Thomasville National Bank | 0.08% | Reduce -0.5% | 2,086 | $1.0M |
| Prospect Financial Services LLC | 0.83% | Add +3.2% | 2,082 | $1.0M |
| Sittner & Nelson, LLC | 0.50% | Add +3.3% | 2,082 | $1.0M |
| Tyler-Stone Wealth Management | 0.44% | Reduce -17.3% | 2,078 | $999K |
| CPA Asset Management Group, LLC | 0.56% | Reduce -18.9% | 2,075 | $998K |
| Walter & Keenan Wealth Management LLC /in/ | 0.33% | Add +51.5% | 2,075 | $997K |
| Sather Financial Group Inc | 0.07% | Add +0.1% | 2,069 | $995K |
| DecisionPoint Financial, LLC | 0.39% | Reduce -7.0% | 2,122 | $991K |
| Scissortail Wealth Management, LLC | 0.26% | New | 2,061 | $991K |
| Financial Consulate, Inc. | 0.29% | Add +6.2% | 2,060 | $990K |
| Pioneer Wealth Management Group | 0.57% | Reduce -0.2% | 2,059 | $990K |
| Fort Pitt Capital Group, LLC | 0.03% | Reduce -11.9% | 2,054 | $988K |
| Glaxis Capital Management, LLC | 1.84% | Add +0.3% | 2,046 | $984K |
| Moulton Wealth Management, Inc. | 1.02% | Add +2.5% | 2,033 | $977K |
| Schechter Investment Advisors, LLC | 0.07% | Add +2.6% | 2,032 | $977K |
| Edgemoor Investment Advisors, Inc. | 0.09% | No change | 2,029 | $975K |
| Austin Wealth Management, LLC | 0.24% | Add +7.1% | 2,001 | $975K |
| Mystic Asset Management, Inc. | 0.40% | Reduce -0.7% | 2,019 | $971K |
| Able Wealth Management LLC | 0.85% | Add +6.3% | 2,016 | $969K |
| Vontobel Holding Ltd. | 0.01% | Reduce -9.5% | 2,016 | $969K |
| Wayfinding Financial, LLC | 0.57% | Add +0.3% | 2,039 | $969K |
| Authentikos Wealth Advisory, LLC | 0.97% | Reduce -33.3% | 2,010 | $966K |
| Kanawha Capital Management LLC | 0.08% | Add +1.8% | 1,994 | $959K |
| VERITY Wealth Advisors | 0.73% | Add +44.9% | 1,985 | $954K |
| Ehrlich Financial Group | 0.80% | Add +160.7% | 1,981 | $952K |
| Gradient Investments LLC | 0.02% | Reduce -2.9% | 1,971 | $948K |
| Cyndeo Wealth Partners, LLC | 0.08% | Reduce -17.8% | 1,970 | $947K |
| V2 Financial group LLC | 0.64% | Add +1.2% | 1,966 | $945K |
| Gateway Wealth Partners, LLC | 0.34% | Add +119.3% | 1,965 | $944K |
| Beam Wealth Advisors, Inc. | 0.57% | Reduce -51.1% | 1,963 | $944K |
| Saranac Partners Ltd | 0.58% | Reduce -25.1% | 1,960 | $942K |
| King Wealth Management Group | 0.17% | No change | 1,960 | $942K |
| Power Wealth Management LLC | 0.59% | Reduce -0.4% | 1,950 | $937K |
| Ritter Daniher Financial Advisory LLC / DE | 0.31% | Reduce -4.6% | 1,942 | $934K |
| Family Manage LLC | 0.17% | Add +4.8% | 1,941 | $933K |
| Levy Wealth Management Group, LLC | 0.26% | No change | 2,136 | $933K |
| First Community Trust NA | 0.88% | Reduce -39.0% | 1,940 | $933K |
| Main Management LLC | 0.08% | Add +62.5% | 1,937 | $931K |
| Avenir Corp. | 0.08% | No change | 1,930 | $928K |
| Kaizen Financial Strategies | 0.63% | No change | 1,929 | $927K |
| Graves Light Lenhart Wealth, Inc. | 0.11% | Reduce -3.7% | 1,928 | $927K |
| Cooper Financial Group | 0.15% | Add +29.3% | 1,926 | $926K |
| Morling Financial Advisors, LLC | 0.53% | Add +4.4% | 1,921 | $923K |
| Garden State Investment Advisory Services LLC | 0.34% | Add +3.2% | 1,919 | $923K |
| Sequent Planning LLC | 0.33% | — | 1,919 | $922K |
| Peoples Financial Services Corp. | 0.40% | Add +8.3% | 1,918 | $922K |
| Argonautica Private Wealth Management, Inc. | 0.33% | Reduce -36.4% | 1,917 | $922K |
| Wimmer Associates 1, LLC | 0.48% | Add +0.1% | 1,908 | $917K |
| FLC Capital Advisors | 0.23% | No change | 1,897 | $912K |
| Gibson Capital, LLC | 0.20% | No change | 1,892 | $909K |
| Olistico Wealth, LLC | 0.66% | Add +0.2% | 1,892 | $909K |
| Klingenstein Fields & Co. LP | 0.04% | No change | 1,890 | $909K |
| Cassaday & Co Wealth Management LLC | 0.03% | Add +3.7% | 1,890 | $909K |
| Arkfeld Wealth Strategies, L.L.C. | 0.50% | Add +2.7% | 1,922 | $908K |
| Mustard Seed Financial, LLC | 0.91% | Add +2.7% | 1,889 | $908K |
| Wallace Capital Management Inc. | 0.12% | No change | 1,884 | $906K |
| Financial Futures Ltd Liability Co. | 0.60% | Reduce -4.7% | 1,872 | $900K |
| Quent Capital, LLC | 0.11% | Add +10.4% | 1,871 | $899K |
| Williams & Novak, LLC | 1.02% | No change | 2,059 | $899K |
| Meridian Wealth Advisors, LLC | 0.17% | Reduce -5.7% | 1,870 | $899K |
| Lam Group, Inc. | 0.73% | Add +26.8% | 1,870 | $899K |
| Allred Capital Management, LLC | 0.35% | No change | 1,867 | $897K |
| Fairman Group, LLC | 0.85% | Add +0.2% | 1,864 | $896K |
| Orcam Financial Group | 0.98% | Add +1.2% | 1,863 | $896K |
| Latitude Advisors, LLC | 0.56% | Reduce -26.6% | 1,858 | $893K |
| Aurora Private Wealth, Inc. | 0.77% | Reduce -3.4% | 1,854 | $890K |
| Twin City Private Wealth, LLC | 0.88% | — | 1,851 | $890K |
| RB Capital Management, LLC | 0.25% | Add +6.6% | 1,849 | $889K |
| Asset Allocation Strategies LLC | 0.31% | New | 1,846 | $887K |
| Duncker Streett & Co. Inc. | 0.17% | Add +0.2% | 1,841 | $885K |
| HCR Wealth Advisors | 0.13% | Reduce -12.7% | 1,833 | $882K |
| Tradewinds Capital Management, LLC | 0.24% | Add +50.3% | 1,833 | $881K |
| Cornerstone Planning Group LLC | 0.27% | Reduce -19.1% | 1,868 | $878K |
| Evensky & Katz LLC | 0.06% | Add +144.4% | 1,823 | $876K |
| Revisor Wealth Management LLC | 0.40% | Add +280.7% | 1,896 | $875K |
| Members Trust Co | 0.03% | No change | 1,815 | $872K |
| Capstone Wealth Management Group, LLC | 0.62% | Add +1.9% | 1,811 | $871K |
| Herbst Group, LLC | 0.54% | Reduce -2.0% | 1,809 | $870K |
| DHJJ Financial Advisors, Ltd. | 0.38% | Add +203.9% | 1,808 | $869K |
| LexAurum Advisors, LLC | 0.22% | Add +0.8% | 1,794 | $862K |
| Financial Freedom, LLC | 0.51% | No change | 1,790 | $861K |
| Arcadia Investment Advisors LLC | 0.49% | No change | 1,790 | $860K |
| Syntegra Private Wealth Group, LLC | 0.11% | Add +92.4% | 1,787 | $859K |
| Interactive Financial Advisors, Inc. | 0.47% | Reduce -83.6% | 1,778 | $855K |
| KCM Investment Advisors LLC | 0.03% | Reduce -4.1% | 1,769 | $850K |
| Penn Davis McFarland Inc. | 0.13% | Reduce -13.3% | 1,760 | $846K |
| Capstone Financial Advisors, Inc. | 0.06% | Add +4.7% | 1,757 | $844K |
| Cornell Pochily Investment Advisors, Inc. | 0.33% | Add +0.1% | 1,756 | $844K |
| Bluespring Wealth Management, LLC | 0.09% | Reduce -11.6% | 1,754 | $843K |
| Barrett & Company, Inc. | 0.40% | No change | 1,748 | $840K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -27.2% | 1,740 | $836K |
| Great Lakes Retirement, Inc. | 0.12% | Reduce -41.0% | 1,738 | $835K |
| Two Sigma Securities, LLC | 0.04% | New | 1,731 | $832K |
| Transform Wealth, LLC | 0.08% | Add +2.2% | 1,730 | $832K |
| Signet Financial Management, LLC | 0.11% | Add +32.3% | 1,728 | $831K |
| Chapin Davis, Inc. | 0.30% | Add +11.4% | 1,727 | $830K |
| Retirement Planning Co of New England, Inc. | 0.45% | Reduce -3.7% | 1,723 | $828K |
| Epic Trust Investment Advisors, LLC | 1.02% | Reduce -36.2% | 1,723 | $828K |
| McRae Capital Management Inc. | 0.18% | No change | 1,717 | $825K |
| Madison Wealth Partners, Inc | 0.30% | Reduce -1.9% | 1,715 | $824K |
| Atlas Capital Advisors Inc. | 0.13% | Add +29.9% | 1,715 | $824K |
| Alpha Financial Partners LLC | 0.75% | Add +0.9% | 1,714 | $824K |
| Apollon Financial, LLC | 0.28% | Add +4.8% | 1,711 | $823K |
| Boston Financial Mangement LLC | 0.03% | Add +3.7% | 1,707 | $821K |
| FreeGulliver LLC | 0.73% | Add +0.3% | 1,705 | $820K |
| Meeder Advisory Services, Inc. | 0.08% | No change | 1,698 | $816K |
| Farmers National Bank | 0.24% | Reduce -0.5% | 1,696 | $815K |
| Wilmington Savings Fund Society, FSB | 0.03% | — | 1,693 | $814K |
| Wade Financial Advisory, Inc | 0.30% | No change | 1,693 | $814K |
| Lakewood Asset Management LLC | 0.55% | Add +32.2% | 1,692 | $813K |
| Shaker Investments LLC | 0.34% | Add +0.8% | 1,690 | $812K |
| Institute for Wealth Management, LLC. | 0.11% | Reduce -20.9% | 1,686 | $811K |
| Formidable Asset Management, LLC | 0.13% | Reduce -15.0% | 1,686 | $810K |
| Eagle Global Advisors LLC | 0.05% | Add +47.5% | 1,684 | $810K |
| Madrona Financial Services, LLC | 0.28% | Reduce -3.2% | 1,684 | $809K |
| Harmony Asset Management LLC | 0.33% | Add +24.7% | 1,671 | $803K |
| Dudley Capital Management, LLC | 0.47% | Add +1.0% | 1,666 | $800K |
| Hudson Value Partners, LLC | 0.34% | Reduce -0.4% | 1,660 | $798K |
| Empirical Finance, LLC | 0.05% | Add +1.2% | 1,654 | $795K |
| Bridges Investment Management Inc. | 0.02% | No change | 1,649 | $793K |
| XML Financial, LLC | 0.08% | Add +18.5% | 1,644 | $790K |
| Pineridge Advisors LLC | 0.28% | Reduce -25.3% | 1,638 | $787K |
| Washburn Capital Management, Inc. | 0.58% | Add +3.7% | 1,636 | $786K |
| Griffin Asset Management, Inc. | 0.09% | Add +0.1% | 1,636 | $786K |
| Acorn Wealth Advisors, LLC | 0.41% | Reduce -1.7% | 1,629 | $783K |
| IPG Investment Advisors LLC | 0.17% | Add +15.5% | 1,625 | $781K |
| Valley Wealth Managers, Inc. | 0.06% | Reduce -4.3% | 1,617 | $777K |
| SCS Capital Management LLC | 0.02% | No change | 1,612 | $775K |
| Five Oceans Advisors | 0.40% | Reduce -11.8% | 1,607 | $773K |
| Moss Adams Wealth Advisors LLC | 0.12% | Reduce -8.3% | 1,607 | $773K |
| Burns J W & Co. Inc. | 0.11% | Add +5.1% | 1,606 | $772K |
| Broadview Financial Management, LLC | 0.56% | Reduce -5.8% | 1,602 | $770K |
| Moody LYNN Lieberson & Walker, LLC | 0.05% | Reduce -1.0% | 1,600 | $769K |
| WealthPLAN Partners, LLC | 0.08% | No change | 1,597 | $768K |
| Hengehold Capital Management LLC | 0.08% | Add +8.0% | 1,597 | $768K |
| Shira Ridge Wealth Management | 0.44% | Add +9.1% | 1,589 | $764K |
| Unique Wealth, LLC | 0.22% | Reduce -17.4% | 1,588 | $764K |
| Collaborative Wealth Managment Inc. | 0.38% | Reduce -10.1% | 1,587 | $763K |
| Oakwell Private Wealth Management, LLC | 0.23% | Add +2.1% | 1,583 | $761K |
| Etesian Wealth Advisors, Inc. | 0.44% | Add +5.0% | 1,582 | $760K |
| Cutler Investment Counsel LLC | 0.10% | New | 1,580 | $760K |
| Rothschild & Co Wealth Management UK Ltd | 0.01% | No change | 1,575 | $757K |
| FRG Family Wealth Advisors LLC | 0.15% | Add +64.0% | 1,640 | $757K |
| Watchman Group, Inc. | 0.23% | Reduce -1.9% | 1,569 | $754K |
| Richard P Slaughter Associates Inc | 0.18% | No change | 1,568 | $754K |
| Dimension Capital Management LLC | 0.15% | No change | 1,565 | $752K |
| Covington Investment Advisors Inc. | 0.12% | Add +7.1% | 1,565 | $752K |
| Washington Capital Management, Inc. | 0.61% | New | 1,559 | $749K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.08% | No change | 1,559 | $749K |
| Woodley Farra Manion Portfolio Management Inc. | 0.04% | Reduce -1.1% | 1,558 | $749K |
| HighMark Wealth Management LLC | 0.46% | Add +0.3% | 1,555 | $748K |
| Ashford Advisors, LLC | 0.19% | No change | 1,552 | $746K |
| Intelligence Driven Advisers, LLC | 0.11% | Reduce -15.6% | 1,550 | $745K |
| Boyce & Associates Wealth Consulting, Inc. | 0.96% | Add +0.3% | 1,550 | $745K |
| Advance Capital Management, Inc. | 0.05% | Add +1.1% | 1,547 | $744K |
| Wealth Architects, LLC | 0.10% | No change | 1,545 | $743K |
| First Wilshire Securities Management Inc. | 0.22% | No change | 1,533 | $737K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Reduce -61.3% | 1,601 | $735K |
| Pathway Financial Advisors LLC | 0.20% | No change | 1,526 | $734K |
| Ameliora Wealth Management Ltd. | 0.33% | Add +258.8% | 1,525 | $733K |
| Bar Harbor Wealth Management | 0.05% | Add +1.7% | 1,515 | $728K |
| Walker Asset Management, LLC | 0.48% | Add +71.9% | 1,513 | $727K |
| Voya Investment Management LLC | 0.00% | No change | 1,509 | $725K |
| City State Bank | 0.32% | Add +24.0% | 1,509 | $725K |
| Hoey Investments, Inc. | 0.16% | Reduce -50.4% | 1,505 | $723K |
| Vise Technologies, Inc. | 0.14% | New | 1,500 | $721K |
| Congress Asset Management Co. | 0.01% | No change | 1,499 | $721K |
| Benchmark Financial Wealth Advisors, LLC | 0.28% | Add +44.0% | 1,499 | $720K |
| Arbor Wealth Advisors LLC | 0.68% | No change | 1,496 | $719K |
| Hall Capital Management Co. Inc. | 0.35% | No change | 1,496 | $719K |
| Avestar Capital, LLC | 0.08% | Reduce -9.5% | 1,494 | $718K |
| Howard Capital Management Group, LLC | 0.06% | New | 1,493 | $718K |
| Wealth Dimensions Group, Ltd. | 0.21% | Add +0.1% | 1,484 | $713K |
| Bourgeon Capital Management LLC | 0.14% | Add +869.9% | 1,484 | $713K |
| Meritage Portfolio Management | 0.05% | Add +0.8% | 1,483 | $713K |
| Lane & Associates LLC | 0.45% | Add +1.3% | 1,471 | $707K |
| Forum Private Client Group LLC | 0.34% | Reduce -16.5% | 1,471 | $707K |
| Darden Wealth Group Inc | 0.56% | Add +3.6% | 1,471 | $707K |
| Pavion Blue Capital, LLC | 0.35% | Add +0.2% | 1,469 | $706K |
| Pacific Center for Financial Services | 0.20% | Add +12.1% | 1,468 | $706K |
| DiNuzzo Private Wealth, Inc. | 0.10% | No change | 1,468 | $706K |
| Tillman Hartley LLC | 0.24% | Add +0.8% | 1,467 | $705K |
| Cumberland Partners Ltd | 0.05% | New | 1,463 | $703K |
| Financial Management Network Inc. | 0.18% | Add +0.5% | 1,483 | $699K |
| Summit Asset Management, LLC | 0.08% | Add +2.8% | 1,453 | $698K |
| Accretive Wealth Partners, LLC | 0.31% | No change | 1,485 | $698K |
| Ironwood Financial, llc | 0.16% | Add +0.8% | 1,444 | $694K |
| Steigerwald, Gordon & Koch Inc. | 0.09% | Reduce -19.0% | 1,443 | $694K |
| Falcon Wealth Planning | 0.11% | Add +56.4% | 1,442 | $693K |
| Astoria Strategic Wealth, Inc. | 0.22% | No change | 1,439 | $692K |
| Wealth Forward, LLC | 0.54% | No change | 1,437 | $691K |
| Trivant Custom Portfolio Group, LLC | 0.44% | Reduce -15.0% | 1,437 | $691K |
| Summit X, LLC | 0.18% | Add +0.9% | 1,434 | $690K |
| Abundance Wealth Counselors | 0.16% | No change | 1,430 | $687K |
| Idaho Trust Co | 0.66% | New | 1,429 | $687K |
| Fingerlakes Wealth Management, Inc. | 0.66% | Add +66.5% | 1,429 | $687K |
| Arax Advisory Partners | 0.07% | Reduce -71.3% | 1,427 | $686K |
| Berkshire Asset Management LLC | 0.04% | No change | 1,422 | $684K |
| Wealth Alliance, LLC | 0.09% | Add +22.4% | 1,420 | $683K |
| Meridian Investment Counsel Inc. | 0.23% | Reduce -0.3% | 1,420 | $683K |
| Donaldson Capital Management, LLC | 0.03% | Reduce -11.8% | 1,413 | $679K |
| Triton Wealth Management, PLLC | 0.47% | Add +28.4% | 1,462 | $678K |
| Pine Harbor Wealth Management, LLC | 0.43% | Reduce -17.6% | 1,411 | $678K |
| Refined Wealth Management | 0.48% | Add +3.2% | 1,406 | $676K |
| Firestone Capital Management | 0.19% | Reduce -2.3% | 1,406 | $676K |
| Consilium Wealth Advisory, LLC | 0.38% | New | 1,403 | $674K |
| Continuum Wealth Advisors, LLC | 0.38% | Reduce -89.6% | 1,401 | $673K |
| Lakeside Advisors, INC. | 0.43% | No change | 1,400 | $673K |
| REDW Wealth LLC | 0.18% | Add +4.8% | 1,398 | $672K |
| Madison Park Capital Advisors, LLC | 0.59% | Add +0.4% | 1,397 | $671K |
| Presilium Private Wealth, LLC | 0.18% | Add +0.1% | 1,384 | $665K |
| Amplius Wealth Advisors, LLC | 0.07% | Reduce -17.9% | 1,383 | $665K |
| Porter White Investment Advisors, Inc. | 0.35% | Add +0.7% | 1,382 | $664K |
| Central Bank & Trust Co. | 0.09% | Reduce -6.4% | 1,375 | $661K |
| McLean Asset Management Corp | 0.23% | Add +3.5% | 1,384 | $661K |
| Main Street Group, LTD | 0.32% | Add +2.1% | 1,374 | $660K |
| Westover Capital Advisors, LLC | 0.19% | New | 1,372 | $660K |
| RFP Financial Group LLC | 0.26% | Reduce -18.3% | 1,371 | $659K |
| TLWM | 0.15% | Add +34.9% | 1,369 | $658K |
| Wealthcare Capital Management LLC | 0.07% | Reduce -5.3% | 1,369 | $658K |
| CapWealth Advisors, LLC | 0.07% | No change | 1,357 | $652K |
| Capital Counsel LLC | 0.03% | Add +37.4% | 1,352 | $650K |
| Balefire, LLC | 0.23% | Add +29.9% | 1,351 | $650K |
| Bedell Frazier Investment Counselling, LLC | 0.16% | Add +1.7% | 1,344 | $646K |
| Synergy Financial Group, LTD | 0.73% | Add +0.5% | 1,342 | $645K |
| Chilton Investment Co. Inc. | 0.02% | Add +109.4% | 1,342 | $645K |
| B.O.S.S. Retirement Advisors, LLC | 0.25% | Reduce -95.9% | 1,476 | $645K |
| Sunbelt Securities, Inc. | 0.07% | Reduce -0.7% | 1,340 | $644K |
| GFS Advisors, LLC | 0.11% | Reduce -27.2% | 1,340 | $644K |
| Tennessee Valley Asset Management Partners | 0.16% | Add +10.1% | 1,336 | $643K |
| Lakeridge Wealth Management LLC | 0.42% | Add +42.1% | 1,334 | $641K |
| Concorde Asset Management, LLC | 0.44% | Reduce -9.9% | 1,331 | $640K |
| TBH Global Asset Management, LLC | 0.13% | Add +15.5% | 1,327 | $638K |
| Gould Asset Management LLC | 0.15% | No change | 1,326 | $637K |
| WealthBridge Capital Management, LLC | 0.21% | Reduce -6.0% | 1,324 | $636K |
| Investmark Advisory Group LLC | 0.35% | Add +0.4% | 1,320 | $634K |
| Harbour Trust & Investment Management Co | 0.08% | Reduce -26.5% | 1,314 | $632K |
| Emprise Bank | 0.42% | — | 1,310 | $630K |
| River Street Advisors LLC | 0.42% | No change | 1,305 | $627K |
| Catalyst Private Wealth, LLC | 0.33% | Add +31.8% | 1,302 | $626K |
| CBIZ Investment Advisory Services, LLC | 0.04% | No change | 1,301 | $625K |
| Mills Wealth Advisors LLC | 0.46% | Reduce -5.7% | 1,300 | $625K |
| Hedeker Wealth, LLC | 0.18% | Reduce -8.9% | 1,296 | $623K |
| Foster & Motley Inc. | 0.04% | Add +93.4% | 1,294 | $622K |
| Axiom Advisory, LLC | 0.46% | Reduce -13.4% | 1,291 | $620K |
| RDA Financial Network | 0.21% | Reduce -12.7% | 1,285 | $618K |
| Addison Advisors LLC | 0.21% | Add +4.9% | 1,283 | $617K |
| Chiron Capital Management, LLC | 0.56% | Add +6.0% | 1,283 | $617K |
| Regent Peak Wealth Advisors LLC | 0.16% | No change | 1,278 | $614K |
| Beacon Financial Planning, Inc. | 0.43% | Reduce -9.6% | 1,275 | $613K |
| Wealth Management Associates, Inc. | 0.29% | New | 1,218 | $609K |
| Galvin, Gaustad & Stein, LLC | 0.06% | Add +19.5% | 1,261 | $606K |
| Elevatus Welath Management | 0.24% | Add +16.4% | 1,254 | $603K |
| Van Den Berg Management I, Inc. | 0.18% | Reduce -2.3% | 1,253 | $602K |
| Bouchey Financial Group, Ltd. | 0.06% | Reduce -9.4% | 1,253 | $602K |
| Northern Capital Management, Inc. | 0.42% | Add +76.1% | 1,252 | $602K |
| Allen Capital Group, LLC | 0.09% | Add +122.4% | 1,252 | $602K |
| Integrity Wealth Solutions LLC | 0.39% | Add +63.0% | 1,252 | $602K |
| Van Hulzen Asset Management, LLC | 0.04% | Add +6.0% | 1,251 | $601K |
| Opus Investment Management Inc. | 0.39% | No change | 1,250 | $601K |
| Aspen Wealth Management LLC | 0.23% | Add +12.6% | 1,248 | $600K |
| Tilia Fiduciary Partners, Inc. | 0.48% | Add +15.1% | 1,243 | $598K |
| Tower View Wealth Management LLC | 0.35% | Add +0.8% | 1,241 | $597K |
| Executive Wealth Management, LLC | 0.05% | Add +13.3% | 1,239 | $595K |
| Westshore Wealth, LLC | 0.25% | Add +80.1% | 1,237 | $595K |
| Delta Financial Group, Inc. | 0.17% | Add +6.3% | 1,235 | $594K |
| Valley National Advisers Inc. | 0.09% | No change | 1,236 | $594K |
| Montis Financial, LLC | 0.28% | Reduce -0.1% | 1,232 | $592K |
| Parallax Volatility Advisers, L.P. | 0.02% | Reduce -78.4% | 1,232 | $592K |
| Equita Financial Network, Inc. | 0.27% | Add +140.7% | 1,230 | $591K |
| Eclectic Associates Inc. | 0.27% | Reduce -29.4% | 1,228 | $590K |
| Strong Tower Advisory Services | 0.24% | Add +1.6% | 1,228 | $590K |
| Berkeley Capital Partners, LLC | 0.18% | Add +3.5% | 1,221 | $587K |
| Tarbox Family Office, Inc. | 0.10% | No change | 1,218 | $586K |
| Darwin Wealth Management, LLC | 0.16% | Add +1.2% | 1,213 | $583K |
| Knightsbridge Asset Management, LLC | 0.17% | No change | 1,334 | $583K |
| ETF Store, Inc. | 0.33% | Add +0.3% | 1,210 | $582K |
| Ruedi Wealth Management, Inc. | 0.24% | New | 1,207 | $580K |
| Iron Horse Wealth Management, LLC | 0.23% | Reduce -0.2% | 1,205 | $579K |
| Ironvine Capital Partners, LLC | 0.06% | Reduce -0.3% | 1,205 | $579K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -71.0% | 1,204 | $579K |
| NTV Asset Management LLC | 0.09% | Reduce -0.3% | 1,198 | $576K |
| Cedrus LLC | 0.31% | Add +22.3% | 1,197 | $576K |
| Pacific Financial Group Inc. | 0.40% | Reduce -5.0% | 1,197 | $576K |
| Tudor Investment Corporation | 0.01% | Reduce -60.3% | 1,197 | $575K |
| Verity Asset Management, Inc. | 0.32% | Add +4.6% | 1,192 | $573K |
| Maple Capital Management, Inc. | 0.05% | Add +24.8% | 1,191 | $573K |
| Financial Advisors, LLC | 0.12% | No change | 1,191 | $573K |
| Azimuth Capital Investment Management LLC | 0.02% | Reduce -87.1% | 1,189 | $572K |
| Tidemark, LLC | 0.32% | Add +43.4% | 1,187 | $570K |
| Aquire Wealth Advisors, LLC | 0.20% | Add +8.3% | 1,186 | $570K |
| Family Capital Management, Inc. | 0.40% | No change | 1,182 | $568K |
| Worth Asset Management, LLC | 0.35% | New | 1,180 | $567K |
| Girard Partners LTD. | 0.05% | Reduce -5.4% | 1,178 | $566K |
| Trueblood Wealth Management, LLC | 0.32% | Reduce -3.5% | 1,175 | $565K |
| Smith Salley Wealth Management | 0.04% | Add +25.4% | 1,169 | $562K |
| Mountain Pacific Investment Advisers LLC | 0.03% | No change | 1,168 | $561K |
| Source Financial Advisors LLC | 0.17% | No change | 1,167 | $561K |
| Kennedy Investment Group, Inc. | 0.30% | Add +2.3% | 1,167 | $561K |
| Cahill Wealth Management, LLC | 0.33% | Add +4.9% | 1,165 | $560K |
| RPg Family Wealth Advisory, LLC | 0.18% | Add +0.4% | 1,159 | $557K |
| Colton Groome Financial Advisors, LLC | 0.22% | Add +0.3% | 1,159 | $557K |
| Westwood Holdings Group Inc. | 0.00% | Add +2.0% | 1,158 | $557K |
| Strategic Wealth Partners, Ltd. | 0.06% | Reduce -16.0% | 1,159 | $557K |
| Twin Peaks Wealth Advisors, LLC | 0.31% | Add +28.9% | 1,158 | $557K |
| Cahaba Wealth Management, Inc. | 0.05% | Add +6.3% | 1,158 | $557K |
| Meredith Wealth Planning | 0.31% | Add +4.7% | 1,157 | $556K |
| Mission Creek Capital Partners, Inc. | 0.14% | Reduce -13.6% | 1,156 | $556K |
| Austin Private Wealth, LLC | 0.06% | Reduce -8.4% | 1,160 | $554K |
| Legacy Bridge, LLC | 0.32% | Reduce -24.6% | 1,152 | $554K |
| Howe & Rusling Inc. | 0.05% | Add +1.5% | 1,152 | $554K |
| Strategy Asset Managers LLC | 0.12% | Add +2.8% | 1,147 | $552K |
| Fortitude Advisory Group L.L.C. | 0.31% | Reduce -0.5% | 1,146 | $551K |
| Lake Hills Wealth Management, LLC | 0.49% | No change | 1,145 | $550K |
| OLIO Financial Planning | 0.23% | No change | 1,255 | $550K |
| Pursue Wealth Partners LLC | 0.32% | Add +7.1% | 1,143 | $549K |
| Jamison Private Wealth Management, Inc. | 0.09% | Add +7.5% | 1,139 | $548K |
| Alaska Permanent Fund Corp | 0.01% | No change | 1,139 | $548K |
| Wells Trecaso Financial Group, LLC | 0.19% | Reduce -9.5% | 1,137 | $547K |
| Advisory Resource Group | 0.13% | Add +0.7% | 1,133 | $545K |
| Custos Family Office, LLC | 0.28% | Reduce -15.2% | 1,130 | $543K |
| Curtis Advisory Group, LLC | 0.21% | Add +14.9% | 1,126 | $541K |
| Essex LLC | 0.12% | Add +0.2% | 1,125 | $541K |
| Forte Capital LLC | 0.07% | Reduce -2.5% | 1,119 | $538K |
| Highland Capital Management, LLC | 0.03% | Reduce -30.1% | 1,116 | $536K |
| Davidson Trust Co. | 0.31% | Reduce -3.0% | 1,113 | $535K |
| Bay Rivers Group | 0.29% | Reduce -2.4% | 1,110 | $533K |
| Park Place Capital Corp | 0.19% | Reduce -6.3% | 1,107 | $532K |
| American Institute for Advanced Investment Management, LLP | 0.42% | No change | 1,107 | $532K |
| Elk River Wealth Management LLC | 0.11% | Reduce -0.7% | 1,107 | $532K |
| Perennial Advisors, LLC | 0.12% | Add +6.9% | 1,104 | $531K |
| Dearborn Partners LLC | 0.02% | Add +1.7% | 1,103 | $530K |
| Fifth Third Wealth Advisors LLC | 0.08% | Add +60.4% | 1,102 | $530K |
| Campion Asset Management | 0.41% | No change | 1,100 | $529K |
| 3EDGE Asset Management, LP | 0.04% | Reduce -28.3% | 1,100 | $529K |
| Chesapeake Wealth Management | 0.19% | Add +9.5% | 1,098 | $528K |
| Harbor Group, Inc. | 0.14% | Add +0.1% | 1,098 | $528K |
| Hurlow Wealth Management Group, Inc. | 0.19% | Add +5.6% | 1,094 | $526K |
| New Hampshire Trust | 0.12% | Reduce -78.0% | 1,089 | $523K |
| Burns Matteson Capital Management, LLC | 0.34% | New | 1,088 | $523K |
| Santori & Peters, Inc. | 0.23% | Add +0.2% | 1,086 | $522K |
| Ethos Financial Group, LLC | 0.10% | New | 1,061 | $521K |
| Manhattan West Asset Management, LLC | 0.12% | Add +3.0% | 1,083 | $520K |
| CPR Investments Inc. | 0.40% | Reduce -71.0% | 1,080 | $519K |
| First Citizens Financial Corp | 0.31% | Add +0.3% | 1,080 | $519K |
| Resources Management Corp. /CT/ | 0.08% | Reduce -4.8% | 1,079 | $518K |
| Armor Investment Advisors, LLC | 0.25% | No change | 1,077 | $518K |
| Dominguez Wealth Management Solutions, Inc. | 0.41% | Reduce -11.2% | 1,076 | $517K |
| Towercrest Capital Management | 0.09% | Add +11.3% | 1,075 | $517K |
| 626 Financial, LLC | 0.31% | Add +0.2% | 1,073 | $516K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +0.3% | 1,072 | $515K |
| Waypoint Capital Advisors, LLC | 0.13% | Reduce -1.8% | 1,072 | $515K |
| Belvedere Trading LLC | 0.04% | Add +30.4% | 1,071 | $515K |
| Opal Wealth Advisors, LLC | 0.17% | New | 1,066 | $512K |
| Northwest Bank & Trust Co | 0.47% | Add +29.4% | 1,108 | $511K |
| Coston, McIsaac & Partners | 0.16% | Add +0.9% | 1,064 | $511K |
| Lee Financial Co | 0.09% | Reduce -4.3% | 1,063 | $511K |
| Lodestone Wealth Management LLC | 0.27% | Reduce -4.5% | 1,062 | $511K |
| Quadrant Private Wealth Management, LLC | 0.13% | Add +10.7% | 1,062 | $511K |
| Missouri Trust & Investment Co | 0.20% | Reduce -1.0% | 1,062 | $511K |
| Trifecta Capital Advisors, LLC | 0.12% | Reduce -2.1% | 1,059 | $509K |
| Opes Wealth Management LLC | 0.12% | Reduce -5.4% | 1,059 | $509K |
| Stone Summit Wealth LLC | 0.18% | Reduce -30.1% | 1,058 | $509K |
| Hoge Financial Services, LLC | 0.42% | Reduce -27.3% | 1,057 | $508K |
| Kuhn & Co Investment Counsel | 0.48% | Add +9.7% | 1,052 | $506K |
| First National Bank of Mount Dora, Trust Investment Services | 0.12% | No change | 1,052 | $506K |
| Godsey & Gibb, Inc. | 0.05% | Add +7.6% | 1,050 | $505K |
| JNBA Financial Advisors | 0.05% | No change | 1,049 | $504K |
| Legacy Wealth Asset Management, LLC | 0.14% | Add +67.0% | 1,044 | $502K |
| Cresta Advisors, Ltd. | 0.32% | Reduce -4.6% | 1,038 | $499K |
| Financial Partners Group, LLC | 0.19% | Add +12.5% | 1,038 | $499K |
| Studio Investment Management LLC | 0.12% | Reduce -35.4% | 1,036 | $498K |
| Sachetta, LLC | 0.24% | No change | 1,139 | $498K |
| LifePro Asset Management | 0.33% | New | 1,031 | $496K |
| Roberts Financial Services LLC | 0.10% | New | 1,025 | $493K |
| Center For Asset Management LLC | 0.40% | Reduce -5.5% | 1,022 | $491K |
| Patton Albertson Miller Group, LLC | 0.07% | Add +26.4% | 1,016 | $489K |
| Hartford Financial Management Inc. | 0.10% | Add +0.3% | 1,013 | $487K |
| Buska Wealth Management, LLC | 0.21% | — | 1,012 | $486K |
| White Pine Capital LLC | 0.18% | No change | 1,050 | $485K |
| Trinity Legacy Partners, LLC | 0.14% | Reduce -43.2% | 1,006 | $483K |
| TrinityPoint Wealth, LLC | 0.08% | Add +17.8% | 1,005 | $483K |
| tru Independence LLC | 0.14% | No change | 1,002 | $482K |
| Farmers Trust Co. | 0.10% | No change | 1,000 | $481K |
| Innova Wealth Partners | 0.37% | Add +2.4% | 999 | $480K |
| Cullen Investment Group, LTD. | 0.08% | Add +86.4% | 1,003 | $478K |
| Paragon Capital Management Ltd | 0.09% | New | 993 | $477K |
| Mason Investment Advisory Services, Inc. | 0.03% | No change | 988 | $475K |
| Essential Planning, LLC. | 0.24% | No change | 1,087 | $475K |
| Strait & Sound Wealth Management LLC | 0.26% | Reduce -4.8% | 995 | $474K |
| Rinkey Investments | 0.17% | Add +5.8% | 983 | $473K |
| Rosenblum Silverman Sutton S F Inc. | 0.13% | Reduce -1.7% | 983 | $473K |
| Goelzer Investment Management, Inc. | 0.03% | Add +0.5% | 983 | $472K |
| Pacifica Partners Inc. | 0.21% | Add +36.4% | 989 | $472K |
| Sicart Associates LLC | 0.17% | No change | 982 | $472K |
| Ledyard National Bank | 0.05% | Reduce -1.5% | 981 | $472K |
| Marex Group Ltd | 0.02% | Reduce -68.4% | 981 | $472K |
| Willow Creek Wealth Management Inc. | 0.06% | Add +1.4% | 979 | $471K |
| Cottage Street Advisors LLC | 0.28% | Reduce -0.3% | 978 | $470K |
| Dupree Financial Group, LLC | 0.22% | Add +0.1% | 978 | $470K |
| Howard Financial Services, LTD. | 0.08% | Add +0.2% | 976 | $469K |
| Ulland Investment Advisors, LLC | 0.38% | Add +1.1% | 975 | $469K |
| Brandywine Oak Private Wealth LLC | 0.05% | Reduce -7.8% | 976 | $469K |
| Navalign, LLC | 0.16% | Reduce -27.0% | 975 | $469K |
| HTLF Bank | 0.05% | No change | 973 | $468K |
| Shulman DeMeo Asset Management LLC | 0.12% | Add +0.1% | 973 | $468K |
| Accurate Wealth Management, LLC | 0.14% | New | 1,026 | $467K |
| RAM Investment Partners, LLC | 0.15% | No change | 969 | $466K |
| LifeSteps Financial, Inc. | 0.35% | No change | 969 | $466K |
| Poehling Capital Management, INC. | 0.12% | No change | 969 | $466K |
| MidAtlantic Capital Management, Inc. | 0.41% | Add +16.9% | 967 | $465K |
| AlphaQ Advisors LLC | 0.28% | Reduce -1.1% | 963 | $463K |
| Schmidt P J Investment Management Inc. | 0.09% | New | 963 | $463K |
| Brogan Financial, Inc. | 0.30% | Add +18.8% | 956 | $460K |
| Signature Resources Capital Management, LLC | 0.43% | No change | 1,046 | $457K |
| Tamar Securities, LLC | 0.08% | New | 946 | $455K |
| Private Capital Management, LLC | 0.05% | Reduce -11.1% | 945 | $454K |
| PrairieView Partners, LLC | 0.05% | Add +1.6% | 943 | $454K |
| Main Street Research LLC | 0.03% | Reduce -0.4% | 944 | $454K |
| NRI Wealth Management LC | 0.38% | Add +45.1% | 942 | $453K |
| Cranbrook Wealth Management, LLC | 0.11% | Add +4.7% | 942 | $453K |
| Intellectus Partners, LLC | 0.12% | Reduce -40.8% | 939 | $452K |
| Atticus Wealth Management, LLC | 0.15% | Add +0.1% | 938 | $451K |
| Old North State Wealth Management, LLC | 0.29% | Add +3.4% | 932 | $449K |
| Sterling Wealth Management, Inc. | 0.22% | Add +0.2% | 934 | $449K |
| Relative Value Partners Group, LLC | 0.03% | Reduce -48.3% | 1,008 | $447K |
| Whelan Financial | 0.20% | Add +6.9% | 929 | $447K |
| Vigilare Wealth Management | 0.22% | Reduce -49.2% | 926 | $445K |
| Eldridge Investment Advisors, Inc. | 0.11% | Add +0.1% | 924 | $444K |
| WESPAC Advisors, LLC | 0.26% | New | 920 | $442K |
| Mogy Joel R Investment Counsel Inc. | 0.03% | No change | 920 | $442K |
| D. Scott Neal, Inc. | 0.29% | Reduce -5.4% | 917 | $441K |
| Beacon Wealthcare LLC | 0.20% | Reduce -14.9% | 916 | $440K |
| O'Dell Group, LLC | 0.11% | Add +3.3% | 916 | $440K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -2.1% | 915 | $440K |
| Westside Investment Management, Inc. | 0.11% | Add +12.4% | 912 | $439K |
| Strata Wealth Advisors, LLC | 0.15% | Add +38.1% | 910 | $437K |
| Holderness Investments Co. | 0.11% | Add +6.0% | 906 | $435K |
| Heritage Wealth Management, Inc. | 0.43% | Add +85.5% | 905 | $435K |
| New Century Financial Group, LLC | 0.30% | New | 903 | $434K |
| Riversedge Advisors, LLC | 0.11% | Add +0.3% | 901 | $433K |
| ROI Financial Advisors, LLC | 0.34% | Add +0.6% | 899 | $432K |
| Summit Investment Advisory Services, LLC | 0.26% | Reduce -10.2% | 897 | $431K |
| Alaethes Wealth, LLC | 0.19% | Reduce -71.9% | 895 | $430K |
| Avalon Trust Co | 0.04% | No change | 895 | $430K |
| Leeward Financial Partners, LLC | 0.18% | No change | 894 | $430K |
| Bellwether Advisors, LLC | 0.09% | No change | 892 | $429K |
| Paragon Financial Partners, Inc. | 0.35% | Add +0.1% | 891 | $428K |
| Alta Wealth Advisors LLC | 0.22% | No change | 891 | $428K |
| Appleton Partners Inc. | 0.03% | Add +5.7% | 891 | $428K |
| Brown, Lisle/Cummings, Inc. | 0.14% | Reduce -4.0% | 885 | $425K |
| Hibernia Wealth Partners, LLC | 0.29% | Add +8.5% | 884 | $425K |
| Stiles Financial Services Inc | 0.17% | Add +13.3% | 1,000 | $425K |
| William Howard & Co Financial Advisors Inc | 0.40% | — | 882 | $424K |
| Measured Wealth Private Client Group, LLC | 0.15% | Reduce -47.6% | 881 | $423K |
| Key Financial Inc | 0.11% | Reduce -7.8% | 880 | $423K |
| Patten Group, Inc. | 0.10% | No change | 880 | $423K |
| Aprio Wealth Management, LLC | 0.08% | Reduce -49.0% | 880 | $423K |
| Burke & Herbert Bank & Trust Co. | 0.32% | Reduce -24.6% | 875 | $421K |
| Broadleaf Partners, LLC | 0.11% | Reduce -23.8% | 874 | $420K |
| Castleview Partners, LLC | 0.23% | No change | 873 | $420K |
| Taylor Financial Group, Inc. | 0.32% | No change | 872 | $419K |
| Shepherd Kaplan Krochuk, LLC | 0.33% | Reduce -35.8% | 871 | $419K |
| Blueprint Investment Partners LLC | 0.08% | Add +24.5% | 869 | $418K |
| Atlantic Private Wealth, LLC | 0.35% | No change | 869 | $418K |
| Wolf Group Capital Advisors | 0.20% | No change | 1,025 | $417K |
| High Note Wealth, LLC | 0.14% | Reduce -0.3% | 868 | $417K |
| PCG Wealth Advisors, LLC | 0.20% | No change | 862 | $414K |
| Hyperion Partners, LLC | 0.30% | No change | 859 | $413K |
| TNF LLC | 0.16% | Add +14.6% | 887 | $412K |
| Crown Wealth Group, LLC | 0.21% | Add +76.3% | 855 | $411K |
| Moseley Investment Management Inc. | 0.20% | Reduce -1.4% | 855 | $411K |
| Cypress Capital, LLC | 0.11% | Add +0.1% | 853 | $410K |
| Pinkerton Wealth, LLC | 0.07% | Add +65.3% | 848 | $408K |
| XTX Topco Ltd | 0.05% | New | 847 | $407K |
| Bayshore Asset Management, LLC | 0.20% | Reduce -21.8% | 845 | $406K |
| GPS Wealth Strategies Group, LLC | 0.07% | Reduce -27.6% | 845 | $406K |
| Fayez Sarofim & Co | 0.00% | New | 839 | $403K |
| Meridian Financial Advisors, LLC | 0.30% | Add +2.6% | 839 | $403K |
| Paragon Advisors, LLC | 0.16% | Reduce -78.3% | 839 | $403K |
| Joseph P. Lucia & Associates, LLC | 0.22% | Add +16.9% | 838 | $403K |
| Ayrshire Capital Management LLC | 0.22% | No change | 837 | $402K |
| Koss-Olinger Consulting, LLC | 0.22% | Reduce -88.4% | 837 | $402K |
| Signature Wealth Management Group | 0.18% | No change | 884 | $402K |
| Rothschild Capital Partners, LLC | 0.12% | Reduce -22.4% | 833 | $400K |
| Family Asset Management, LLC | 0.25% | No change | 833 | $400K |
| Bernzott Capital Advisors | 0.16% | Reduce -71.1% | 827 | $397K |
| American Planning Services, Inc. | 0.29% | Add +9.9% | 824 | $396K |
| Stonebridge Capital Advisors LLC | 0.04% | Reduce -15.0% | 823 | $396K |
| Dogwood Wealth Management LLC | 0.27% | Reduce -2.1% | 823 | $395K |
| Greystone Financial Group, LLC | 0.08% | New | 821 | $394K |
| Octavia Wealth Advisors, LLC | 0.06% | Add +1.2% | 819 | $393K |
| Advantage Trust Co | 0.29% | No change | 818 | $393K |
| Napa Wealth Management | 0.21% | Add +0.6% | 817 | $393K |
| GDS Wealth Management | 0.05% | No change | 817 | $393K |
| Grandview Asset Management LLC | 0.18% | Add +16.4% | 814 | $391K |
| New Capital Management LP | 0.12% | New | 813 | $391K |
| SWAN Capital LLC | 0.22% | New | 812 | $390K |
| Lester Murray Antman dba SimplyRich | 0.13% | No change | 811 | $390K |
| Pennsylvania Capital Management Inc. | 0.16% | No change | 810 | $389K |
| Colonial Trust Co / SC | 0.07% | Reduce -68.2% | 810 | $389K |
| ODonnell Financial Services, LLC | 0.18% | Add +0.3% | 809 | $389K |
| Pathway Financial Advisers, LLC | 0.14% | Add +23.9% | 808 | $388K |
| Kowal Investment Group, LLC | 0.08% | Add +0.8% | 806 | $387K |
| Iron Gate Global Advisors LLC | 0.07% | Add +10.9% | 806 | $387K |
| One Wealth Advisors, LLC | 0.07% | Reduce -1.2% | 804 | $386K |
| White Knight Strategic Wealth Advisors, LLC | 0.40% | Reduce -0.1% | 799 | $384K |
| Emfo, LLC | 0.35% | Add +6.1% | 796 | $383K |
| IAG Wealth Partners, LLC | 0.08% | Reduce -13.2% | 788 | $379K |
| Hantz Financial Services, Inc. | 0.01% | Reduce -16.6% | 786 | $378K |
| MPS Loria Financial Planners, LLC | 0.13% | Add +4.0% | 784 | $377K |
| Lwmg, LLC | 0.09% | No change | 783 | $376K |
| Anchor Capital Advisors LLC | 0.01% | New | 782 | $376K |
| Pegasus Asset Management, Inc. | 0.12% | Add +4.4% | 781 | $375K |
| RVW Wealth, LLC | 0.04% | Add +27.2% | 781 | $375K |
| Integrity Financial Corp | 0.26% | Add +159.7% | 779 | $374K |
| Nemes Rush Group LLC | 0.05% | Add +6.6% | 776 | $373K |
| Kirtland Hills Capital Management, LLC | 0.32% | — | 783 | $372K |
| Sterling Investment Counsel, LLC | 0.17% | Reduce -0.6% | 774 | $372K |
| Caldwell Sutter Capital, Inc. | 0.18% | No change | 771 | $371K |
| Envoi LLC | 0.87% | No change | 766 | $368K |
| Hamilton Capital, LLC | 0.03% | Add +50.7% | 764 | $367K |
| Sinecera Capital, LLC | 0.51% | Add +0.3% | 763 | $367K |
| Advisor Resource Council | 0.15% | Reduce -97.0% | 836 | $365K |
| Exchange Bank | 0.30% | Reduce -7.2% | 758 | $364K |
| Gilman Hill Asset Management, LLC | 0.07% | New | 758 | $364K |
| Addison Capital Co | 0.18% | New | 756 | $363K |
| TrueWealth Advisors, LLC | 0.14% | No change | 751 | $361K |
| Weatherly Asset Management L. P. | 0.03% | No change | 751 | $361K |
| 49 Wealth Management, LLC | 0.08% | New | 750 | $360K |
| Cornerstone Wealth Advisors, Inc. | 0.11% | Add +13.8% | 748 | $360K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 746 | $359K |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +6.8% | 743 | $357K |
| Matisse Capital | 0.17% | Add +3.2% | 742 | $357K |
| Capital Investment Services of America, Inc. | 0.03% | Reduce -3.9% | 742 | $357K |
| Gables Capital Management Inc. | 0.20% | No change | 740 | $356K |
| RiverFront Investment Group, LLC | 0.01% | No change | 740 | $356K |
| Sprinkle Financial Consultants LLC | 0.30% | Add +9.1% | 740 | $355K |
| Alliance Wealth Management Group | 0.10% | Add +17.3% | 739 | $355K |
| ABLE Financial Group, LLC | 0.14% | Reduce -0.7% | 736 | $354K |
| Magnolia Wealth Management, LLC | 0.14% | New | 736 | $354K |
| Ransom Advisory, Ltd | 0.19% | — | 735 | $353K |
| Semus Wealth Partners LLC | 0.30% | Add +19.0% | 734 | $353K |
| Tucker Asset Management LLC | 0.08% | Add +6.8% | 733 | $352K |
| FirstPurpose Wealth LLC | 0.13% | Reduce -3.0% | 744 | $352K |
| Shakespeare Wealth Management, LLC | 0.10% | Add +2.5% | 727 | $349K |
| Prairie Wealth Advisors, Inc. | 0.16% | — | 724 | $348K |
| Shepherd Financial Partners LLC | 0.05% | New | 722 | $347K |
| Caliber Wealth Management, LLC | 0.18% | Add +14.1% | 721 | $347K |
| Financial Advisory Partners, LLC | 0.13% | No change | 721 | $347K |
| Cascade Wealth Advisors, Inc | 0.29% | — | 738 | $347K |
| Vestor Capital, LLC | 0.03% | Add +50.1% | 716 | $344K |
| Gsa Capital Partners LLP | 0.03% | New | 716 | $344K |
| Taylor & Morgan Wealth Management, LLC | 0.25% | Add +28.1% | 715 | $344K |
| Kellett Wealth Advisors, LLC | 0.24% | Add +4.1% | 714 | $343K |
| PEAK6 Investments LLC | 0.02% | Add +23666.7% | 713 | $343K |
| Meadow Creek Wealth Advisors LLC | 0.24% | No change | 713 | $343K |
| Wolff Wiese Magana LLC | 0.29% | Add +32.3% | 709 | $341K |
| Davidson Investment Advisors | 0.02% | No change | 709 | $341K |
| Higgins & Schmidt Wealth Strategies LLC | 0.25% | Add +11.2% | 707 | $340K |
| Opinicus Capital, Inc. | 0.30% | Add +1.0% | 707 | $340K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.10% | New | 706 | $339K |
| Palo Alto Wealth Advisors, LLC | 0.24% | Add +21.2% | 704 | $338K |
| LGT Financial Advisors LLC | 0.39% | Reduce -0.3% | 700 | $336K |
| Ascension Asset Management LLC | 0.18% | — | 700 | $336K |
| Dakota Community Bank & Trust NA | 1.81% | Reduce -44.2% | 698 | $336K |
| Significant Wealth Partners LLC | 0.22% | New | 698 | $336K |
| Bellecapital International Ltd. | 0.07% | Reduce -2.8% | 697 | $335K |
| Empirical Asset Management, LLC | 0.16% | Add +0.1% | 697 | $335K |
| Conservest Capital Advisors, Inc. | 0.03% | Add +1.9% | 697 | $335K |
| Hazlett, Burt & Watson, Inc. | 0.20% | No change | 694 | $334K |
| McIlrath & Eck, LLC | 0.05% | Add +193.2% | 692 | $333K |
| Sound Stewardship, LLC | 0.20% | Reduce -0.7% | 690 | $332K |
| Vaughan David Investments LLC | 0.01% | New | 686 | $330K |
| Camelot Technology Advisors, Inc. | 0.31% | New | 685 | $329K |
| Mma Asset Management LLC | 0.15% | Reduce -3.1% | 689 | $328K |
| Granite Bay Wealth Management, LLC | 0.19% | Reduce -98.4% | 683 | $328K |
| Vawter Financial, Ltd. | 0.24% | Add +7.6% | 681 | $328K |
| Jentner Corp | 0.11% | No change | 677 | $325K |
| Nabity-Jensen Investment Management Inc | 0.27% | Reduce -1.6% | 676 | $325K |
| Shared Vision Wealth Group LLC | 0.20% | No change | 675 | $324K |
| Tandem Capital Management Corp. | 0.18% | Reduce -3.6% | 675 | $324K |
| Inlet Private Wealth, LLC | 0.09% | Reduce -12.9% | 674 | $324K |
| SWP Financial LLC | 0.23% | No change | 673 | $324K |
| Next Level Private LLC | 0.15% | Add +4.7% | 672 | $323K |
| Colony Family Offices, LLC | 0.10% | No change | 672 | $323K |
| Maxwell Wealth Strategies Inc. | 0.16% | No change | 672 | $323K |
| Schnieders Capital Management LLC | 0.07% | Reduce -34.3% | 671 | $323K |
| Sharp Wealth Advisory, LLC | 0.30% | New | 670 | $322K |
| Telos Capital Management, Inc. | 0.04% | Add +10.9% | 670 | $322K |
| Droms Strauss Advisors Inc. /Mo/ | 0.12% | Add +25.0% | 670 | $322K |
| Coastal Bridge Advisors, LLC | 0.07% | No change | 670 | $322K |
| MilWealth Group LLC | 0.10% | Reduce -1.5% | 667 | $321K |
| NovaPoint Capital, LLC | 0.11% | New | 664 | $319K |
| Bright Financial Advisors, Inc. | 0.24% | — | 686 | $319K |
| Fortitude Family Office, LLC | 0.21% | Reduce -3.8% | 660 | $317K |
| Affinity Capital Advisors, LLC | 0.07% | Add +2.3% | 660 | $317K |
| Guardian Wealth Advisors, LLC | 0.20% | No change | 653 | $314K |
| Jmac Enterprises LLC | 0.06% | Add +1.6% | 651 | $313K |
| Sargent Investment Group, LLC | 0.07% | Reduce -0.5% | 649 | $312K |
| Roman Butler Fullerton & Co. | 0.12% | Reduce -48.6% | 723 | $312K |
| City Center Advisors, LLC | 0.37% | — | 647 | $311K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.06% | Reduce -12.8% | 646 | $311K |
| Prosperity Consulting Group, LLC | 0.04% | Add +1.4% | 645 | $310K |
| Ceera Investments, LLC | 0.14% | No change | 645 | $310K |
| My Legacy Advisors, LLC | 0.10% | Reduce -5.4% | 645 | $310K |
| Dash Acquisitions Inc. | 0.10% | New | 674 | $310K |
| Knights of Columbus Asset Advisors LLC | 0.02% | Add +3.2% | 639 | $307K |
| Park Edge Advisors, LLC | 0.09% | Reduce -10.5% | 637 | $306K |
| Sloy Dahl & Holst, LLC | 0.07% | No change | 636 | $306K |
| Fagan Associates, Inc. | 0.06% | No change | 635 | $305K |
| Priebe Wealth Holdings LLC | 0.24% | Add +0.3% | 634 | $305K |
| Rodgers & Associates, LTD | 0.04% | Reduce -5.5% | 631 | $303K |
| Butensky & Cohen Financial Security, Inc. | 0.09% | Reduce -15.4% | 628 | $302K |
| Nvwm, LLC | 0.08% | Reduce -78.6% | 627 | $301K |
| Atlantic Union Bankshares Corp | 0.03% | Reduce -36.5% | 624 | $300K |
| Rollins Financial Advisors, LLC | 0.06% | New | 624 | $300K |
| Lockerman Financial Group, Inc. | 0.57% | Reduce -7.0% | 623 | $299K |
| Rogco, LP | 0.12% | No change | 623 | $299K |
| New Insight Wealth Advisors | 0.19% | New | 623 | $299K |
| Triune Financial Partners, LLC | 0.10% | Reduce -3.7% | 619 | $297K |
| Peterson Wealth Advisors, LLC | 0.06% | New | 618 | $297K |
| Neumann Capital Management, LLC | 0.11% | Reduce -13.9% | 617 | $297K |
| Ironwood Wealth Management, LLC. | 0.10% | Add +124.1% | 614 | $295K |
| City Holding Co. | 0.04% | No change | 614 | $295K |
| Capital Analysts, LLC | 0.01% | Add +0.2% | 614 | $295K |
| Piscataqua Savings Bank | 0.26% | No change | 613 | $295K |
| Foster Victor Wealth Advisors, LLC | 0.03% | New | 619 | $294K |
| Wrenne Financial Planning LLC | 0.22% | Add +1.8% | 609 | $293K |
| Sei Investments Co. | 0.00% | Reduce -1.3% | 609 | $293K |
| Mycio Wealth Partners, LLC | 0.07% | Add +0.2% | 607 | $292K |
| Altfest L J & Co. Inc. | 0.04% | Add +1.8% | 608 | $292K |
| Gen-Wealth Partners Inc | 0.14% | — | 605 | $291K |
| Mattern Wealth Management LLC | 0.07% | Reduce -5.9% | 603 | $290K |
| Lunt Capital Management, Inc. | 0.14% | Reduce -0.3% | 596 | $286K |
| Lafayette Investments, Inc. | 0.06% | No change | 595 | $286K |
| Waterford Advisors, LLC | 0.12% | Reduce -46.8% | 591 | $284K |
| Successful Portfolios LLC | 0.19% | No change | 589 | $283K |
| Cape Investment Advisory, Inc. | 0.13% | Add +13.5% | 589 | $283K |
| KMG Fiduciary Partners, LLC | 0.03% | Add +0.7% | 587 | $282K |
| Silverlake Wealth Management LLC | 0.14% | Add +18.0% | 584 | $281K |
| Oxinas Partners, LLC | 0.18% | Add +1.8% | 583 | $280K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -12.7% | 582 | $280K |
| Exchange Capital Management, Inc. | 0.05% | Add +12.0% | 580 | $279K |
| Catalina Capital Group, LLC | 0.12% | New | 580 | $279K |
| Quarry Hill Advisors, LLC | 0.20% | New | 579 | $278K |
| Capital Square, LLC | 0.20% | New | 578 | $278K |
| KRS Capital Management, LLC | 0.22% | No change | 577 | $277K |
| Round Rock Advisors LLC | 0.07% | New | 577 | $277K |
| Palumbo Wealth Management LLC | 0.12% | Add +0.2% | 575 | $277K |
| Lincoln Capital LLC | 0.06% | Reduce -4.2% | 574 | $276K |
| Intrepid Financial Planning Group LLC | 0.12% | No change | 574 | $276K |
| Swisher Financial Concepts, Inc. | 0.24% | Reduce -0.7% | 582 | $275K |
| Connors Investor Services Inc. | 0.03% | No change | 572 | $275K |
| Covenant Asset Management, LLC | 0.07% | Add +10.0% | 571 | $274K |
| CCG Wealth Management, LLC | 0.17% | Add +0.5% | 570 | $274K |
| Arden Trust Co | 0.04% | Reduce -12.3% | 569 | $274K |
| Vermillion & White Wealth Management Group, LLC | 0.22% | Add +0.2% | 567 | $273K |
| Accordant Advisory Group Inc | 0.20% | — | 565 | $272K |
| Sterling Investment Management, LLC | 0.19% | Reduce -50.2% | 565 | $272K |
| Arq Wealth Advisors, LLC | 0.12% | Add +13.0% | 565 | $272K |
| Triumph Capital Management | 0.11% | New | 564 | $271K |
| SYM FINANCIAL Corp | 0.04% | Reduce -71.2% | 562 | $270K |
| Inspire Advisors, LLC | 0.04% | Add +9.8% | 562 | $270K |
| Summit Wealth Partners, LLC | 0.06% | Add +0.5% | 560 | $269K |
| LPF Advisors LLC | 0.27% | No change | 556 | $267K |
| Walker Financial Services, Inc. | 0.22% | New | 555 | $267K |
| Mach-1 Financial Group, LLC | 0.20% | New | 554 | $266K |
| Benin Management CORP | 0.08% | No change | 550 | $264K |
| Integris Wealth Management, LLC | 0.07% | No change | 550 | $264K |
| Whitegate Investment Counselors, Inc. | 0.07% | New | 549 | $264K |
| Garrison Point Advisors, LLC | 0.17% | Add +5.8% | 549 | $264K |
| Ballew Advisors, Inc | 0.18% | No change | 558 | $264K |
| Lazari Capital Management, Inc. | 0.14% | Add +0.9% | 547 | $263K |
| Seaside Wealth Management, Inc. | 0.11% | Reduce -31.5% | 546 | $262K |
| Roof Eidam Maycock Peralta, LLC | 0.07% | No change | 546 | $262K |
| Morse Asset Management, Inc | 0.07% | No change | 545 | $262K |
| McNamara Financial Services, Inc. | 0.06% | No change | 544 | $262K |
| Chronos Wealth Management, LLC | 0.15% | New | 540 | $260K |
| IMS Capital Management | 0.12% | No change | 539 | $259K |
| Moser Wealth Advisors, LLC | 0.14% | No change | 538 | $259K |
| Hummer Financial Advisory Services Inc | 0.21% | Reduce -9.3% | 538 | $259K |
| Moller Wealth Partners | 0.07% | No change | 538 | $259K |
| Private Capital Advisors, Inc. | 0.03% | No change | 535 | $257K |
| Quintet Private Bank (Europe) S.A. | 0.01% | Reduce -13.8% | 461 | $256K |
| Patton Fund Management, Inc. | 0.05% | No change | 530 | $255K |
| Carret Asset Management, LLC | 0.03% | Reduce -6.2% | 530 | $255K |
| S&co Inc. | 0.02% | Reduce -13.1% | 530 | $254K |
| Samalin Investment Counsel, LLC | 0.12% | New | 528 | $254K |
| Security National Bank of Sioux City Iowa | 0.18% | Reduce -8.7% | 526 | $253K |
| Legacy Capital Group California, Inc. | 0.09% | Add +0.4% | 525 | $253K |
| Obsidian Personal Planning Solutions LLC | 0.17% | Add +8.3% | 547 | $252K |
| M. Kraus & Co | 0.08% | No change | 525 | $252K |
| Penobscot Investment Management Company, Inc. | 0.03% | No change | 523 | $252K |
| Concord Wealth Partners | 0.05% | Add +4.0% | 522 | $251K |
| Seelaus Asset Management LLC | 0.26% | Add +5.3% | 521 | $250K |
| Kolinsky Wealth Management, LLC | 0.19% | New | 520 | $250K |
| Stolper Co | 0.09% | No change | 520 | $250K |
| Claret Asset Management Corp | 0.04% | Add +2.8% | 521 | $250K |
| Adell Harriman & Carpenter Inc. | 0.02% | No change | 520 | $250K |
| Unionview, LLC | 0.21% | Add +0.6% | 519 | $250K |
| Insight 2811, Inc. | 0.13% | No change | 518 | $249K |
| Kingfisher Capital LLC | 0.06% | No change | 517 | $248K |
| Benedetti & Gucer, Inc. | 0.12% | New | 513 | $247K |
| Sweeney & Michel, LLC | 0.11% | — | 511 | $246K |
| United Asset Strategies, Inc. | 0.02% | New | 511 | $246K |
| Meritas Wealth Management, LLC | 0.17% | No change | 509 | $245K |
| Emergent Wealth Advisors, LLC | 0.21% | No change | 507 | $244K |
| Jackson Square Capital, LLC | 0.06% | Add +5.9% | 506 | $243K |
| Petix & Botte Co | 0.06% | Reduce -50.0% | 505 | $243K |
| Prestige Wealth Management Group LLC | 0.05% | Add +1.0% | 505 | $243K |
| Novak & Powell Financial Services, Inc. | 0.18% | Reduce -2.5% | 504 | $242K |
| Heritage Wealth Partners, LLC | 0.49% | No change | 554 | $242K |
| Cim, LLC | 0.04% | No change | 503 | $242K |
| Waycross Investment Management Co | 0.23% | No change | 503 | $242K |
| Hofer & Associates. Inc | 0.20% | No change | 503 | $242K |
| Absolute Capital Management, LLC | 0.15% | Reduce -1.2% | 503 | $242K |
| RIA Advisory Group LLC | 0.10% | New | 501 | $241K |
| East Coast Asset Management, LLC. | 0.09% | No change | 500 | $240K |
| Midwest Financial Group LLC | 0.16% | Add +5.5% | 497 | $239K |
| Capital Insight Partners, LLC | 0.04% | No change | 493 | $237K |
| Cadent Capital Advisors, LLC | 0.09% | New | 489 | $235K |
| LWM Advisory Services, LLC | 0.19% | New | 489 | $235K |
| Seven Post Investment Office LP | 0.06% | New | 489 | $235K |
| 1832 Asset Management L.P. | 0.00% | Reduce -95.9% | 487 | $234K |
| Trivium Point Advisory, LLC | 0.05% | New | 486 | $234K |
| Continental Investors Services, Inc. | 0.55% | Reduce -3.2% | 485 | $233K |
| James J. Burns & Company, LLC | 0.08% | New | 489 | $233K |
| Marino, Stram & Associates LLC | 0.06% | No change | 483 | $232K |
| Smith & Howard Wealth Management, LLC | 0.07% | Reduce -11.5% | 483 | $232K |
| Washington Trust Bank | 0.02% | New | 483 | $232K |
| Callahan Advisors, LLC | 0.02% | No change | 482 | $231K |
| Orange Investment Advisors, Inc. | 0.03% | Reduce -2.4% | 480 | $231K |
| Etfidea, LLC | 0.08% | Add +0.2% | 480 | $231K |
| Tanglewood Legacy Advisors, LLC | 0.11% | No change | 478 | $230K |
| Sugarloaf Wealth Management, LLC | 0.05% | Reduce -69.0% | 477 | $229K |
| Corrado Advisors, LLC | 0.15% | New | 476 | $229K |
| Lantern Wealth Advisors, LLC | 0.16% | New | 473 | $227K |
| Brown Miller Wealth Management, LLC | 0.10% | Reduce -15.7% | 472 | $227K |
| M. Kulyk & Associates, LLC | 0.05% | Reduce -2.5% | 472 | $227K |
| Nelson Capital Management, LLC | 0.04% | New | 471 | $226K |
| West Coast Financial LLC | 0.03% | No change | 469 | $225K |
| Carson Advisory Inc. | 0.16% | Reduce -4.5% | 468 | $225K |
| Trilogy Capital Inc. | 0.01% | No change | 467 | $224K |
| Advocate Group LLC | 0.04% | Add +0.2% | 463 | $223K |
| Westchester Capital Management, Inc. | 0.06% | Add +85.2% | 463 | $223K |
| Sage Advisors, LLC | 0.20% | Reduce -12.0% | 462 | $222K |
| Tiemann Investment Advisors, LLC | 0.10% | No change | 461 | $222K |
| Joule Financial, LLC | 0.09% | Reduce -17.1% | 460 | $221K |
| Atlas Private Wealth Advisors | 0.07% | Reduce -53.9% | 459 | $220K |
| Cornerstone Enterprises, LLC | 0.16% | New | 457 | $220K |
| Goepper Burkhardt LLC | 0.10% | Add +3.4% | 457 | $219K |
| QCM Cayman, Ltd. | 2.94% | New | 455 | $219K |
| Graham Capital Wealth Management, LLC | 0.40% | New | 455 | $219K |
| Crestone Asset Management LLC | 0.04% | New | 454 | $218K |
| Meyer Handelman Co. | 0.01% | Reduce -33.3% | 454 | $218K |
| NDWM LLC | 0.20% | New | 453 | $218K |
| Mfa Wealth Advisors, LLC | 0.06% | New | 452 | $217K |
| Blume Capital Management, Inc. | 0.05% | Add +303.6% | 452 | $217K |
| American Financial Advisors, LLC | 0.03% | New | 452 | $217K |
| Windsor Capital Management, LLC | 0.07% | New | 452 | $217K |
| Cypress Financial Planning LLC | 0.10% | New | 451 | $217K |
| Hilltop Wealth Advisors, LLC | 0.11% | New | 449 | $216K |
| SC&H Financial Advisors, Inc. | 0.06% | New | 446 | $214K |
| Stewardship Advisors, LLC | 0.07% | New | 446 | $214K |
| Boulder Wealth Advisors, LLC | 0.13% | — | 445 | $214K |
| Mason & Associates Inc | 0.06% | New | 445 | $214K |
| Fiduciary Alliance LLC | 0.04% | New | 445 | $214K |
| Rosenberg Matthew Hamilton | 0.06% | Add +2.3% | 445 | $214K |
| Twelve Points Wealth Management LLC | 0.08% | New | 444 | $213K |
| Caitlin John, LLC | 0.16% | Add +2.5% | 442 | $213K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -17.2% | 442 | $213K |
| Summit Financial Wealth Advisors, LLC | 0.04% | New | 442 | $213K |
| Atalanta Sosnoff Capital, LLC | 0.00% | New | 441 | $212K |
| Northcape Wealth Management, LLC | 0.08% | New | 440 | $212K |
| Mountain Capital Investment Advisors Inc. | 0.06% | Reduce -21.8% | 442 | $211K |
| ESL Trust Services, LLC | 0.06% | New | 439 | $211K |
| Focused Wealth Management, Inc | 0.03% | Add +5.8% | 438 | $211K |
| Fluent Financial, LLC | 0.12% | Reduce -5.0% | 438 | $211K |
| Kelman-Lazarov, Inc. | 0.04% | Reduce -12.3% | 435 | $209K |
| Trust Co of Kansas | 0.11% | New | 435 | $209K |
| Oxford Wealth Group, LLC | 0.19% | — | 433 | $208K |
| Laraway Financial Advisors Inc | 0.18% | New | 433 | $208K |
| Trust Co | 0.03% | Add +106.7% | 430 | $207K |
| Princeton Global Asset Management LLC | 0.05% | Reduce -9.9% | 429 | $206K |
| Dagco, Inc. | 0.09% | New | 427 | $205K |
| Encompass More Asset Management | 0.17% | New | 426 | $205K |
| Ballast, Inc. | 0.06% | New | 426 | $205K |
| Global Trust Asset Management, LLC | 0.08% | Add +26.4% | 426 | $205K |
| Tobias Financial Advisors, Inc. | 0.05% | New | 426 | $205K |
| Orleans Capital Management Corp. | 0.13% | Reduce -29.2% | 425 | $204K |
| Suncoast Equity Management | 0.02% | Reduce -30.4% | 425 | $204K |
| JBR Co Financial Management Inc | 0.16% | New | 423 | $203K |
| Cutler Group LLC / CA | 0.10% | Reduce -81.2% | 424 | $203K |
| Paces Ferry Wealth Advisors, LLC | 0.13% | New | 422 | $203K |
| X-Square Capital, LLC | 0.10% | New | 439 | $202K |
| Greater Midwest Financial Group, LLC | 0.13% | Reduce -28.1% | 417 | $201K |
| Blue Zone Wealth Advisors, LLC | 0.07% | New | 417 | $200K |
| NFSG Corp | 0.09% | Reduce -55.4% | 414 | $199K |
| Union Savings Bank | 0.10% | No change | 406 | $195K |
| Orion Capital Management LLC | 0.10% | No change | 402 | $193K |
| Wells Financial Advisors INC | 0.13% | No change | 400 | $192K |
| General Partner, Inc. | 0.12% | No change | 400 | $192K |
| Powell Investment Advisors, LLC | 0.10% | Add +57.3% | 387 | $186K |
| Insight Inv LLC | 0.16% | Reduce -8.8% | 385 | $185K |
| Westwind Capital | 0.05% | No change | 385 | $185K |
| WR Wealth Planners, LLC | 0.06% | New | 379 | $182K |
| Providence Capital Advisors, LLC | 0.04% | Add +13.0% | 374 | $180K |
| Financial Gravity Asset Management, Inc. | 0.05% | Reduce -94.7% | 399 | $175K |
| Banque Cantonale Vaudoise | 0.01% | No change | 364 | $175K |
| St Germain D J Co. Inc. | 0.01% | Reduce -5.4% | 349 | $168K |
| West Branch Capital LLC | 0.07% | Add +24.1% | 345 | $166K |
| Delta Asset Management LLC | 0.01% | Add +17050.0% | 343 | $165K |
| Pacific Capital Wealth Advisors, Inc. | 0.04% | No change | 341 | $164K |
| IFS Advisors, LLC | 0.14% | Add +69.1% | 328 | $158K |
| MTM Investment Management, LLC | 0.06% | Add +242.1% | 325 | $156K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.29% | Reduce -5.5% | 308 | $148K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 301 | $145K |
| Arcadia Investment Management Corp. | 0.03% | Reduce -39.9% | 301 | $145K |
| Versant Capital Management, Inc | 0.04% | Add +51.0% | 290 | $140K |
| Spectrum Wealth Counsel, LLC | 0.02% | No change | 290 | $139K |
| Breakwater Investment Management | 0.06% | — | 290 | $139K |
| Man Group plc | 0.00% | Reduce -96.6% | 288 | $138K |
| Elgethun Capital Management | 0.03% | Add +1.8% | 286 | $138K |
| Keener Financial Planning LLC | 0.09% | No change | 284 | $137K |
| Stuart Chaussee & Associates, Inc. | 0.04% | No change | 281 | $135K |
| GAMMA Investing LLC | 0.03% | New | 273 | $131K |
| Horizons Wealth Management | 0.08% | No change | 293 | $128K |
| Clarity Asset Management, Inc. | 0.09% | Add +120.0% | 264 | $127K |
| Capital Investment Counsel, Inc | 0.02% | No change | 260 | $125K |
| Wit, LLC | 3.80% | New | 259 | $125K |
| Rowlandmiller & Partners.adv | 0.03% | Reduce -4.5% | 256 | $123K |
| Optimum Investment Advisors | 0.06% | Add +9.0% | 255 | $123K |
| WFA Asset Management Corp | 0.06% | Add +23.0% | 251 | $121K |
| Grayhawk Investment Strategies Inc. | 0.11% | No change | 250 | $120K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 246 | $118K |
| Transcendent Capital Group LLC | 0.07% | Reduce -0.4% | 242 | $116K |
| AllSquare Wealth Management LLC | 0.07% | No change | 235 | $113K |
| Jackson Hole Capital Partners, LLC | 0.03% | No change | 230 | $111K |
| Burkett Financial Services, LLC | 0.06% | Add +2.7% | 227 | $109K |
| Fortis Group Advisors, LLC | 0.02% | Reduce -50.0% | 221 | $106K |
| REAP Financial Group, LLC | 0.03% | Reduce -5.6% | 218 | $105K |
| PFS Partners, LLC | 0.07% | Reduce -1.8% | 214 | $103K |
| Oakworth Capital, Inc. | 0.01% | Add +8.7% | 212 | $102K |
| Game Plan Financial Advisors, LLC | 0.06% | No change | 206 | $99K |
| TruNorth Capital Management, LLC | 0.03% | — | 203 | $98K |
| Gold Investment Management Ltd. | 0.04% | No change | 199 | $96K |
| FSA Wealth Management LLC | 0.04% | Add +296.0% | 198 | $95K |
| Horizon Financial Services, LLC | 0.06% | New | 187 | $90K |
| Chelsea Counsel Co. | 0.05% | Reduce -96.0% | 178 | $86K |
| American National Bank & Trust | 0.01% | Add +15.9% | 175 | $84K |
| CNB Bank | 0.04% | Add +6.1% | 174 | $84K |
| Joseph Group Capital Management | 0.04% | Add +1.2% | 166 | $80K |
| Goodman Advisory Group, LLC | 0.02% | No change | 159 | $76K |
| Founders Capital Management | 0.05% | No change | 155 | $75K |
| Byrne Asset Management LLC | 0.06% | No change | 155 | $75K |
| Woodard & Co. Asset Management Group Inc. | 0.02% | Add +31.4% | 155 | $75K |
| Acima Private Wealth, LLC | 0.03% | No change | 150 | $72K |
| CarsonAllaria Wealth Management, Ltd. | 0.05% | Add +0.7% | 149 | $72K |
| Register Financial Advisors LLC | 0.04% | No change | 140 | $67K |
| PFC Capital Group, Inc. | 0.03% | No change | 136 | $65K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 135 | $65K |
| Fernwood Investment Management, LLC | 0.02% | New | 133 | $64K |
| Bellevue Asset Management, LLC | 0.03% | No change | 125 | $60K |
| Gilliland Jeter Wealth Management LLC | 0.02% | New | 124 | $60K |
| Davis Capital Management | 0.05% | Add +1.6% | 123 | $59K |
| Criterion Capital Advisors, LLC | 0.04% | No change | 121 | $58K |
| CGC Financial Services, LLC | 0.03% | Reduce -6.9% | 121 | $58K |
| Northwest Investment Counselors, LLC | 0.01% | New | 120 | $58K |
| American Capital Advisory, LLC | 0.05% | Reduce -48.5% | 151 | $57K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.03% | Add +1.7% | 118 | $57K |
| Costello Asset Management, INC | 0.04% | Add +22.0% | 111 | $53K |
| Provident Wealth Management, LLC | 0.02% | New | 99 | $48K |
| Aspire Private Capital, LLC | 0.01% | No change | 97 | $47K |
| Element Wealth, LLC | 0.03% | Add +17.3% | 95 | $46K |
| Spirit of America Management Corp. | 0.01% | New | 96 | $45K |
| AlphaMark Advisors, LLC | 0.02% | Add +641.7% | 89 | $43K |
| Eukles Asset Management | 0.02% | Add +3.6% | 87 | $42K |
| Elevation Wealth Partners, LLC | 0.02% | Add +16.2% | 86 | $42K |
| Aberdeen Wealth Management LLC | 0.02% | New | 85 | $41K |
| Creekmur Asset Management LLC | 0.01% | No change | 84 | $40K |
| Vima LLC | 0.05% | Reduce -12.3% | 107 | $40K |
| Elevate Wealth Advisory, Inc. | 0.03% | New | 81 | $39K |
| Highlander Capital Management, LLC | 0.02% | No change | 81 | $39K |
| Zeit Capital LLC | 0.03% | No change | 80 | $38K |
| Garland Capital Management Inc. | 0.02% | No change | 72 | $35K |
| Bull Oak Capital, LLC | 0.02% | Reduce -96.7% | 69 | $33K |
| Motco | 0.00% | No change | 68 | $33K |
| Matrix Private Capital Group LLC | 0.02% | Add +103.3% | 61 | $29K |
| Atwood & Palmer Inc. | 0.00% | Add +1.7% | 61 | $29K |
| Punch & Associates Investment Management, Inc. | 0.00% | Reduce -99.4% | 58 | $28K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 57 | $27K |
| Chesapeake Asset Management LLC | 0.02% | Reduce -16.4% | 51 | $25K |
| RE Dickinson Investment Advisors, LLC | 0.01% | No change | 49 | $24K |
| Aspect Partners, LLC | 0.02% | No change | 48 | $23K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 46 | $22K |
| Naples Money Management LLC | 0.02% | No change | 41 | $20K |
| Islay Capital Management, LLC | 0.01% | No change | 40 | $19K |
| Cordant, Inc. | 0.01% | Reduce -84.9% | 40 | $19K |
| Macroview Investment Management LLC | 0.02% | No change | 38 | $18K |
| SouthState Bank Corp | 0.00% | No change | 38 | $18K |
| Horrell Capital Management, Inc. | 0.01% | No change | 38 | $18K |
| Raleigh Capital Management Inc. | 0.01% | No change | 36 | $17K |
| Milestone Investment Advisors LLC | 0.00% | No change | 34 | $16K |
| Delos Wealth Advisors, LLC | 0.02% | Reduce -11.8% | 30 | $14K |
| Friedenthal Financial | 0.01% | Add +7.1% | 30 | $14K |
| Thompson Investment Management, Inc. | 0.00% | No change | 28 | $13K |
| Retirement Group, LLC | 0.00% | New | 27 | $13K |
| Bare Financial Services, Inc | 0.01% | New | 28 | $13K |
| EPG Wealth Management LLC | 0.00% | Add +66.7% | 25 | $12K |
| Kozak & Associates, Inc. | 0.00% | Reduce -89.1% | 23 | $11K |
| Hexagon Capital Partners LLC | 0.00% | Add +90.9% | 21 | $10K |
| Compass Wealth Management LLC | 0.00% | No change | 18 | $9K |
| Central Pacific Bank - Trust Division | 0.00% | — | 17 | $8K |
| Russell Investments Group, Ltd. | 0.00% | New | 17 | $8K |
| Voisard Asset Management Group, Inc. | 0.00% | New | 15 | $7K |
| Penserra Capital Management LLC | 0.00% | New | 16 | $7K |
| Lummis Asset Management, LP | 0.01% | Reduce -90.5% | 14 | $7K |
| Robbins Farley | 0.00% | No change | 12 | $6K |
| Rice Partnership, LLC | 0.00% | New | 12 | $6K |
| Kelly Financial Services LLC | 0.00% | Reduce -88.8% | 11 | $5K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 11 | $5K |
| MGB Wealth Management, LLC | 0.00% | No change | 10 | $5K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 9 | $4K |
| New England Capital Financial Advisors LLC | 0.00% | New | 8 | $4K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 8 | $4K |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 8 | $4K |
| Slocum, Gordon & Co LLP | 0.00% | New | 7 | $4K |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -12.5% | 7 | $3K |
| Briaud Financial Planning Inc | 0.00% | New | 5 | $3K |
| CKW Financial Group | 0.00% | No change | 7 | $3K |
| Impact Partnership Wealth, LLC | 0.00% | Reduce -85.0% | 6 | $3K |
| Nordwand Advisors, LLC | 0.00% | No change | 5 | $2K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -92.8% | 5 | $2K |
| Covestor Ltd | 0.00% | No change | 3 | $2K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -94.7% | 5 | $2K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | New | 3 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $1K |
| Frazier Financial Advisors, LLC | 0.00% | Add +100.0% | 2 | $988 |
| Redmont Wealth Advisors LLC | 0.00% | New | 2 | $964 |
| Pflug Koory, LLC | 0.00% | No change | 2 | $964 |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 2 | $961 |
| Truvestments Capital LLC | 0.00% | Reduce -95.5% | 2 | $961 |
| PFG Private Wealth Management, LLC | 0.00% | Reduce -66.7% | 1 | $481 |
| Wellington Shields & Co., LLC | 0.00% | No change | 1 | $481 |
| Investors Research Corp | 0.00% | Reduce -95.0% | 1 | $481 |
| NewSquare Capital LLC | 0.00% | New | 1 | $418 |
"% of holder's portfolio" is VOO's weight in each manager's 13F, not the share of Vanguard S&P 500 ETF the manager owns.