Vanguard S&P 500 ETFVOOETF
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 2,833 institutions reported holding Vanguard S&P 500 ETF (VOO) in their 13F filings, up 86 from Q1 2024. 155 opened new positions and 83 sold out. The largest holders were Vanguard Group Inc. ($13.8B), Raymond James & Associates ($11.6B) and Bank of America Corp. ($11.5B). 9 famous investors held it, including Prem Watsa (4.0% of Fairfax Financial Holdings's portfolio), Leon Cooperman (1.0% of Omega Advisors (Leon Cooperman)'s portfolio) and Ken Fisher (0.4% of Fisher Asset Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 155 | $1.2B |
| Exits | 83 | $688.7M |
All 13F filers, Q1 2024 → Q2 2024: 35,903,953 shares bought and 14,280,496 shares sold, net +21,623,457 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,833 holders
| Vanguard Group Inc. | 0.27% | Add +8.7% | 27,591,635 | $13.8B |
| Raymond James & Associates | 7.59% | Add +0.4% | 23,105,510 | $11.6B |
| Bank of America Corp. | 1.10% | Add +1.7% | 22,945,774 | $11.5B |
| JPMorgan Chase & Co. | 0.91% | Reduce -0.9% | 21,045,515 | $10.5B |
| Morgan Stanley | 0.77% | Add +2.0% | 19,900,494 | $10.0B |
| Envestnet Asset Management Inc. | 2.19% | Add +1.3% | 12,542,242 | $6.3B |
| Goldman Sachs Group Inc. | 1.20% | Add +0.2% | 12,241,321 | $6.1B |
| Jones Financial Companies LLLP | 5.01% | Add +497.6% | 8,662,372 | $4.3B |
| Acorns Advisers, LLC | 42.85% | Add +0.7% | 8,003,740 | $4.0B |
| Wells Fargo & Company | 0.58% | Add +2.2% | 4,481,181 | $2.2B |
| LPL Financial LLC | 1.05% | Add +6.5% | 4,203,261 | $2.1B |
| Ameriprise Financial Inc. | 0.54% | Add +2.2% | 3,997,372 | $2.0B |
| Bank of New York Mellon Corp | 0.38% | Add +1.3% | 3,964,815 | $2.0B |
| Mercer Global Advisors Inc. | 5.20% | Add +8.0% | 3,967,804 | $1.9B |
| Royal Bank of Canada | 0.46% | Add +9.1% | 3,789,272 | $1.9B |
| Cerity Partners LLC | 4.69% | Add +4.4% | 3,452,467 | $1.7B |
| UBS Group AG | 0.51% | Add +2.1% | 3,299,072 | $1.6B |
| Assetmark, Inc. | 4.84% | Reduce -1.6% | 3,131,259 | $1.6B |
| Raymond James Financial Services Advisors, Inc. | 2.17% | Add +0.8% | 3,044,542 | $1.5B |
| National Mutual Insurance Federation of Agricultural Cooperatives | 14.60% | Add +3.5% | 2,925,650 | $1.5B |
| Focus Partners Wealth | 4.23% | Add +160.5% | 2,507,960 | $1.3B |
| Truist Financial Corp. | 1.79% | Reduce -1.4% | 2,354,257 | $1.2B |
| E-L Financial Corp Ltd | 100.00% | Reduce -0.0% | 1,653,670 | $1.1B |
| Mirae Asset Global Investments Co., Ltd. | 5.38% | Add +4.8% | 2,144,630 | $1.1B |
| Envestnet Portfolio Solutions, Inc. | 3.69% | Reduce -0.1% | 2,114,665 | $1.1B |
| HighTower Advisors, LLC | 1.50% | Add +10.5% | 1,934,019 | $968.9M |
| Cambridge Investment Research Advisors, Inc. | 3.32% | Reduce -7.0% | 1,793,663 | $897.1M |
| United Capital Financial Advisors, LLC | 7.66% | Reduce -5.1% | 1,781,735 | $891.1M |
| Citigroup Inc. | 0.83% | Add +3.1% | 1,718,705 | $859.6M |
| Fisher Asset Management | 0.36% | Add +2.8% | 1,656,491 | $828.5M |
| FJ Investments, LLC | 80.62% | Reduce -13.0% | 1,654,850 | $827.6M |
| Clal Insurance Enterprises Holdings Ltd | 8.34% | Add +69.2% | 1,590,311 | $798.2M |
| Northwestern Mutual Wealth Management Co. | 0.72% | Add +2.9% | 1,464,095 | $732.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 15.52% | Add +5.5% | 1,447,231 | $723.8M |
| Stifel Financial Corp. | 0.81% | Add +1.4% | 1,435,402 | $717.9M |
| Pathstone Holdings, LLC | 3.24% | Add +3.0% | 1,433,772 | $717.1M |
| Glenmede Trust Co. NA | 3.41% | Add +4.8% | 1,345,659 | $673.0M |
| JMG Financial Group, Ltd. | 24.84% | Add +0.8% | 1,329,989 | $665.2M |
| Commonwealth Equity Services, LLC | 1.04% | Add +1.9% | 1,316,145 | $658.2M |
| Angeles Investment Advisors, LLC | 32.95% | Add +9.2% | 1,293,195 | $646.9M |
| Creative Planning | 0.67% | Add +2.9% | 1,258,580 | $629.5M |
| Cetera Investment Advisers | 1.44% | Add +3.5% | 1,252,066 | $626.2M |
| Corient Private Wealth LP | 1.03% | Add +2.1% | 1,176,347 | $588.3M |
| Charles Schwab Investment Management Inc. | 0.11% | New | 1,170,369 | $585.3M |
| Wealthspire Advisors, LLC | 7.41% | Add +2.8% | 1,156,363 | $578.4M |
| Captrust Financial Advisors | 1.84% | Add +70.5% | 1,744,236 | $571.8M |
| Systematic Alpha Investments, LLC | 21.59% | No change | 1,132,544 | $566.4M |
| Provida Pension Fund Administrator | 14.26% | Add +113.8% | 1,132,367 | $566.1M |
| Clearstead Advisors, LLC | 9.66% | Add +159.7% | 1,131,618 | $566.0M |
| Schroder Investment Management Group | 0.59% | Reduce -1.8% | 1,073,027 | $536.7M |
| Rockefeller Capital Management L.P. | 1.49% | Add +2.5% | 1,048,826 | $524.6M |
| Geller Advisors LLC | 37.71% | Add +9.8% | 1,012,577 | $508.2M |
| Cambridge Associates LLC /Ma/ | 23.22% | Add +5.5% | 1,012,644 | $506.5M |
| FFT Wealth Management LLC | 44.56% | Reduce -10.4% | 1,005,075 | $502.7M |
| Plante Moran Financial Advisors, LLC | 49.91% | Add +8.6% | 998,145 | $499.2M |
| Manufacturers Life Insurance Company, The | 0.47% | Add +16.1% | 991,125 | $495.7M |
| Bank of Montreal | 0.15% | Add +26.0% | 975,362 | $491.2M |
| Northwestern Mutual Investment Management Company, LLC | 11.76% | Reduce -5.3% | 908,581 | $454.4M |
| Call To Action Foundation | 100.00% | Reduce -9.1% | 908,333 | $454.3M |
| Analyst IMS Investment Management Services Ltd. | 18.44% | Reduce -2.1% | 898,123 | $449.2M |
| Summit Trail Advisors, LLC | 11.68% | Add +8.6% | 885,299 | $444.3M |
| CHURCHILL MANAGEMENT Corp | 5.16% | Reduce -0.1% | 874,980 | $437.6M |
| Osaic Holdings, Inc. | 1.02% | Reduce -12.8% | 859,090 | $429.9M |
| Tiaa Trust, National Association | 1.32% | Reduce -2.9% | 856,373 | $428.3M |
| Baird Financial Group, Inc. | 0.86% | Reduce -1.6% | 831,882 | $416.0M |
| Bessemer Group Inc. | 0.73% | Reduce -2.2% | 828,546 | $414.4M |
| Nicholas Hoffman & Company, LLC. | 19.26% | Add +11.3% | 821,105 | $410.7M |
| CIBC Asset Management Inc | 1.41% | Add +0.1% | 794,226 | $397.2M |
| Diversified Trust Co. | 11.15% | Add +4.1% | 788,667 | $394.4M |
| Fifth Third Bancorp | 1.50% | Reduce -3.5% | 786,929 | $393.6M |
| Wealth Enhancement Advisory Services, LLC | 0.88% | Add +106.2% | 737,110 | $368.7M |
| CIBC Private Wealth Group LLC | 0.69% | Add +7.0% | 717,598 | $366.2M |
| GenTrust, LLC | 19.73% | Add +11.9% | 723,077 | $362.9M |
| Investure, LLC | 43.64% | Add +504.6% | 715,814 | $358.0M |
| Mariner, LLC | 0.69% | Add +3.1% | 713,185 | $356.7M |
| Teacher Retirement System of Texas | 2.01% | No change | 704,609 | $352.4M |
| Neuberger Berman Group LLC | 0.29% | Reduce -2.0% | 703,387 | $351.8M |
| Citizens Financial Group Inc. | 7.72% | Add +52.0% | 693,632 | $348.0M |
| Hollencrest Capital Management | 14.31% | Add +0.6% | 650,137 | $325.2M |
| Partners Capital Investment Group, LLP | 5.42% | Add +225.7% | 638,695 | $320.7M |
| Texas Capital Bank Wealth Management Services Inc | 31.99% | Add +5.7% | 615,230 | $307.7M |
| Wealthfront Advisers LLC | 1.02% | Add +8.7% | 603,206 | $301.7M |
| MML Investors Services, LLC | 1.22% | Add +4.3% | 601,445 | $300.8M |
| Wedbush Securities Inc. | 10.72% | Add +1.0% | 599,160 | $299.7M |
| Globe Life Inc. | 89.13% | Reduce -14.2% | 590,183 | $295.2M |
| MCF Advisors LLC | 22.06% | Reduce -1.6% | 580,951 | $291.3M |
| Merit Financial Group, LLC | 6.35% | Reduce -1.8% | 575,375 | $287.8M |
| Alliancebernstein L.P. | 0.10% | Add +74.6% | 568,733 | $284.4M |
| Sun Life Financial Inc. | 17.00% | Reduce -0.5% | 568,600 | $284.4M |
| Keybank National Association | 1.14% | Reduce -12.9% | 556,078 | $278.1M |
| Kestra Advisory Services, LLC | 1.54% | Add +10.5% | 575,093 | $275.0M |
| State of Tennessee, Department of Treasury | 1.00% | No change | 543,639 | $271.9M |
| Valmark Advisers, Inc. | 4.61% | Reduce -2.9% | 541,703 | $270.9M |
| Center for Financial Planning, Inc. | 37.98% | Add +4.0% | 525,312 | $262.7M |
| Acropolis Investment Management, LLC | 16.59% | Add +0.4% | 525,159 | $262.6M |
| Fiera Capital Corp | 0.81% | Reduce -2.5% | 521,445 | $260.8M |
| Sand Hill Global Advisors, LLC | 11.83% | Add +0.7% | 520,994 | $260.6M |
| Beacon Pointe Advisors, LLC | 3.05% | Add +0.1% | 514,931 | $257.5M |
| M&T Bank Corp | 0.87% | Reduce -3.8% | 511,552 | $255.8M |
| JBF Capital, Inc. | 39.40% | No change | 509,121 | $254.6M |
| US Bancorp \de | 0.35% | Add +0.6% | 507,637 | $253.9M |
| Nepc LLC | 8.34% | No change | 505,436 | $252.8M |
| Natixis Advisors, LLC | 0.54% | Add +59.6% | 499,748 | $249.9M |
| Macquarie Group Ltd. | 0.29% | Add +20.2% | 496,474 | $248.3M |
| First Manhattan Co. Llc. | 0.79% | Add +7.0% | 489,262 | $245.6M |
| NewEdge Advisors, LLC | 1.77% | Add +13.7% | 486,098 | $243.1M |
| Old National Bancorp | 5.68% | Add +3.0% | 482,291 | $241.2M |
| LGL Partners, LLC | 33.86% | Add +0.0% | 463,114 | $231.6M |
| Barclays PLC | 0.11% | Add +0.3% | 461,587 | $230.9M |
| Stratos Wealth Partners, LTD. | 3.71% | Add +0.1% | 457,641 | $228.9M |
| Korea Investment CORP | 0.58% | No change | 457,551 | $228.8M |
| Allspring Global Investments Holdings, LLC | 0.37% | Reduce -4.1% | 453,219 | $226.7M |
| TRB Advisors LP | 41.96% | Add +28.6% | 450,000 | $225.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.66% | Add +0.3% | 446,410 | $223.3M |
| New York Life Insurance Co. | 54.87% | Add +1.9% | 436,274 | $218.2M |
| Smithfield Trust Co | 11.39% | Reduce -1.2% | 433,154 | $217.2M |
| Northeast Financial Consultants Inc | 10.01% | Add +11.8% | 434,178 | $217.1M |
| Janus Henderson Group PLC | 0.12% | Reduce -7.9% | 430,413 | $215.3M |
| BOK Financial Private Wealth, Inc. | 15.26% | Add +2.1% | 418,432 | $210.0M |
| Steel Grove Capital Advisors, LLC | 28.59% | Reduce -88.4% | 414,057 | $207.1M |
| Nissay Asset Management Corp. /Japan | 1.36% | Reduce -40.2% | 410,649 | $205.4M |
| AE Wealth Management LLC | 2.04% | Reduce -0.2% | 406,975 | $203.5M |
| Trajan Wealth LLC | 12.41% | Reduce -2.0% | 386,584 | $193.3M |
| Liquid Strategies, LLC | 50.22% | Add +6.8% | 381,821 | $191.0M |
| Cresset Asset Management, LLC | 0.81% | Add +33.8% | 378,241 | $189.8M |
| Karpus Management, Inc. | 5.21% | Reduce -8.4% | 370,250 | $185.2M |
| SG Americas Securities, LLC | 1.18% | Add +1087.2% | 367,531 | $183.8M |
| Welch Capital Partners LLC | 43.17% | No change | 364,600 | $182.3M |
| Blue Trust, Inc. | 2.48% | Reduce -1.9% | 376,298 | $180.9M |
| Moneta Group Investment Advisors LLC | 2.89% | Add +3.7% | 361,534 | $180.8M |
| Steward Partners Investment Advisory, LLC | 1.90% | Add +9.1% | 361,190 | $180.6M |
| Axis Capital Holdings Ltd. | 83.62% | No change | 360,441 | $180.3M |
| Pinnacle Financial Partners Inc | 3.85% | Add +0.2% | 364,850 | $179.7M |
| American Trust | 14.50% | Reduce -8.5% | 353,842 | $177.0M |
| Sanctuary Advisors, LLC | 1.27% | — | 375,124 | $175.3M |
| FMR LLC | 0.01% | Add +17.0% | 349,706 | $174.9M |
| Regions Financial Corp. | 1.33% | Add +292.7% | 348,930 | $174.5M |
| Northern Trust Corp. | 0.03% | Reduce -43.5% | 347,496 | $173.8M |
| Invictus Private Wealth, LLC | 14.42% | Add +3.1% | 343,615 | $171.9M |
| Fusion Family Wealth, LLC | 17.22% | Reduce -0.5% | 338,089 | $169.1M |
| First Western Trust Bank | 8.03% | Add +9.7% | 337,317 | $168.7M |
| Allianz Asset Management GmbH | 0.27% | No change | 331,190 | $165.6M |
| Thrivent Financial for Lutherans | 0.33% | Add +3.6% | 329,873 | $165.0M |
| Itau Unibanco Holding S.A. | 6.52% | New | 318,750 | $159.4M |
| Janney Montgomery Scott LLC | 0.48% | Reduce -0.2% | 315,968 | $158.0M |
| Edgehill Endowment Partners, LLC | 23.75% | Reduce -26.6% | 312,893 | $156.5M |
| First American Financial Corp | 52.52% | Reduce -5.0% | 310,931 | $155.5M |
| Albion Financial Group | 11.38% | Reduce -0.4% | 302,139 | $151.1M |
| Employees Retirement System of Texas | 1.65% | Reduce -65.8% | 299,469 | $149.8M |
| Victory Capital Management Inc. | 0.15% | Add +18.4% | 298,032 | $149.1M |
| Ieq Capital, LLC | 2.00% | Add +3.9% | 296,470 | $148.3M |
| Keel Point, LLC | 13.36% | Add +2.8% | 297,040 | $148.0M |
| Monashee Investment Management LLC | 19.03% | Add +8.4% | 291,610 | $145.8M |
| Edge Capital Group, LLC | 7.03% | Reduce -0.4% | 290,524 | $145.3M |
| Private Advisor Group, LLC | 0.97% | Add +1.9% | 290,485 | $145.3M |
| Taiyo Life Insurance Co. | 11.60% | No change | 290,100 | $145.1M |
| Coldstream Capital Management Inc. | 3.52% | Add +5.4% | 288,696 | $144.4M |
| Savant Capital, LLC | 1.44% | Add +7.9% | 287,796 | $143.9M |
| Glassman Wealth Services | 26.48% | Add +0.3% | 287,161 | $143.6M |
| Alerus Financial NA | 10.71% | Reduce -0.9% | 286,632 | $143.4M |
| OneDigital Investment Advisors LLC | 1.79% | Add +10.5% | 286,355 | $143.2M |
| Robertson Stephens Wealth Management, LLC | 7.49% | Reduce -1.8% | 285,027 | $143.1M |
| Wescott Financial Advisory Group, LLC | 16.04% | Reduce -0.5% | 276,184 | $138.1M |
| Harbour Investments, Inc. | 4.64% | Add +6.5% | 274,782 | $137.4M |
| Hardy Reed LLC | 13.80% | Reduce -0.2% | 274,627 | $137.3M |
| Brown Advisory Inc. | 0.18% | Add +4.2% | 272,873 | $136.5M |
| Human Investing LLC | 26.43% | Add +1.9% | 271,787 | $135.9M |
| Ancora Advisors LLC | 3.31% | Reduce -0.5% | 267,162 | $133.6M |
| Opus Capital Group, LLC | 18.54% | Reduce -0.1% | 260,052 | $130.1M |
| Atria Wealth Solutions, Inc. | 1.44% | Reduce -8.4% | 259,364 | $130.0M |
| Bartlett & Co. Wealth Management LLC | 1.93% | Add +2.8% | 253,308 | $127.1M |
| Millburn Ridgefield LLC | 3.38% | No change | 253,480 | $126.8M |
| Catalyst Capital Advisors LLC | 2.93% | No change | 253,480 | $126.8M |
| Venturi Wealth Management, LLC | 7.47% | Add +3.5% | 252,053 | $126.1M |
| Lutz Financial Services LLC | 10.90% | Reduce -1.3% | 250,239 | $125.2M |
| Prime Capital Investment Advisors, LLC | 1.85% | Reduce -22.5% | 249,460 | $124.8M |
| Raymond James Trust N.A. | 2.92% | Add +4.6% | 248,607 | $124.3M |
| Federation des caisses Desjardins du Quebec | 0.67% | Reduce -64.4% | 248,126 | $124.1M |
| Sageworth Trust Co | 7.81% | Add +10.7% | 247,606 | $123.8M |
| Intrust Bank NA | 13.14% | Reduce -2.3% | 246,984 | $123.5M |
| Bogart Wealth, LLC | 6.29% | Reduce -0.1% | 246,875 | $123.5M |
| Litman Gregory Wealth Management LLC | 10.95% | Add +7.8% | 246,761 | $123.4M |
| Forvis Mazars Wealth Advisors, LLC | 3.06% | Add +22.4% | 245,359 | $122.7M |
| Allen Investment Management, LLC | 1.47% | Reduce -0.5% | 242,678 | $121.4M |
| Zhang Financial LLC | 8.40% | Add +5.9% | 240,264 | $120.2M |
| GeoWealth Management, LLC | 5.21% | Add +5.5% | 239,658 | $119.9M |
| Chicago Partners Investment Group LLC | 4.54% | Add +4.5% | 235,506 | $117.3M |
| GoalVest Advisory LLC | 36.80% | Add +10.3% | 230,192 | $115.1M |
| Blair William & Co. | 0.35% | Add +21.4% | 227,188 | $113.6M |
| DAVENPORT & Co LLC | 0.72% | Add +2.5% | 226,984 | $113.5M |
| ALM First Financial Advisors, LLC | 32.64% | Add +3.7% | 263,484 | $113.4M |
| Hall Kathryn A. | 26.17% | Add +8.4% | 226,358 | $113.2M |
| Gleason Group, Inc. | 22.84% | Add +1.8% | 224,886 | $112.5M |
| Toews Corp. | 18.56% | Reduce -3.5% | 224,740 | $112.4M |
| Betterment LLC | 0.29% | Add +0.4% | 224,390 | $112.2M |
| Wiser Wealth Management, Inc | 34.37% | Add +2.2% | 221,938 | $111.0M |
| One Day In July LLC | 13.83% | Reduce -2.4% | 221,838 | $110.9M |
| Equitable Holdings, Inc. | 1.17% | Add +7.8% | 221,494 | $110.8M |
| Lido Advisors, LLC | 0.91% | Reduce -0.4% | 219,934 | $110.4M |
| Jane Street Group, LLC | 0.12% | Add +511.4% | 220,546 | $110.3M |
| Country Trust Bank | 2.77% | Reduce -0.2% | 219,540 | $109.8M |
| Yarbrough Capital, LLC | 4.49% | No change | 216,447 | $108.3M |
| Farther Finance Advisors, LLC | 5.24% | Add +6.5% | 215,513 | $108.0M |
| BlackRock Inc. | 0.00% | Add +7.7% | 215,221 | $107.6M |
| Greenwood Gearhart LLC | 10.14% | Add +1.8% | 214,881 | $107.5M |
| Global Wealth Strategies & Associates | 38.48% | Add +2.8% | 214,412 | $107.2M |
| Condor Capital Management | 10.19% | Add +3.4% | 213,029 | $106.5M |
| D.A. Davidson & Co. | 0.94% | Add +0.7% | 211,517 | $105.8M |
| Arrow Financial Corp | 10.20% | Add +2.8% | 209,155 | $104.6M |
| Permanent Capital Management, LP | 21.66% | — | 181,967 | $103.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | New | 205,000 | $102.5M |
| Fairfield University | 75.68% | Add +25.6% | 204,861 | $102.5M |
| Larson Financial Group LLC | 6.98% | Add +4.7% | 204,548 | $102.3M |
| Peapack Gladstone Financial Corp. | 1.56% | Reduce -0.6% | 203,093 | $101.6M |
| Wolverine Trading, LLC | 1.64% | Reduce -90.4% | 200,634 | $100.3M |
| United Services Automobile Association | 2.52% | Reduce -8.5% | 199,185 | $99.6M |
| Mesirow Financial Investment Management, Inc. | 2.24% | Add +4.1% | 198,799 | $99.5M |
| Lake Street Advisors Group, LLC | 4.54% | Add +14.5% | 187,728 | $94.2M |
| Efficient Advisors, LLC | 6.07% | Reduce -0.2% | 187,211 | $93.6M |
| StoneX Group Inc. | 7.42% | Add +2.0% | 184,858 | $92.8M |
| Arkos Global Advisors | 15.00% | Add +9.2% | 185,390 | $92.7M |
| HSBC Holdings PLC | 0.06% | Add +23.2% | 185,075 | $92.6M |
| Concurrent Investment Advisors, LLC | 3.02% | Add +50.3% | 182,814 | $91.4M |
| Agf Management Ltd. | 0.51% | Add +11.9% | 182,592 | $91.3M |
| MA Private Wealth | 17.71% | Reduce -5.4% | 179,087 | $89.6M |
| Caprock Group, LLC | 3.62% | Add +6.0% | 177,398 | $89.0M |
| Charles Schwab Trust Co | 8.10% | Add +0.5% | 174,921 | $87.5M |
| Prudential Financial Inc. | 0.13% | Add +10.0% | 174,488 | $87.3M |
| Crane Advisory, LLC | 16.83% | Add +0.7% | 171,142 | $87.3M |
| Southern Farm Bureau Life Insurance | 14.23% | No change | 173,225 | $86.6M |
| Avantax Advisory Services, Inc. | 0.62% | Add +43.6% | 173,053 | $86.5M |
| Mill Creek Capital Advisors, LLC | 2.20% | Add +3.6% | 172,935 | $86.5M |
| Lockheed Martin Investment Management Co. | 4.99% | Reduce -10.9% | 172,300 | $86.2M |
| J. Safra Sarasin Holding AG | 1.57% | — | 172,238 | $86.1M |
| Sweet Financial Partners, LLC | 19.58% | Reduce -1.1% | 171,382 | $85.7M |
| Tectonic Advisors LLC | 6.14% | Add +7.7% | 169,632 | $84.8M |
| Atria Investments, Inc | 1.10% | Reduce -10.8% | 169,259 | $84.7M |
| World Investment Advisors | 5.23% | Add +6333.3% | 168,103 | $84.1M |
| CJM Wealth Advisers, Ltd. | 30.81% | Add +2.6% | 167,091 | $83.8M |
| AMG National Trust Bank | 2.26% | Add +11.7% | 167,261 | $83.7M |
| Sepio Capital, LP | 7.63% | Reduce -1.2% | 166,196 | $83.2M |
| Advisor OS, LLC | 9.02% | Reduce -2.0% | 164,646 | $82.3M |
| Steele Capital Management, Inc. | 4.46% | Add +1.3% | 159,306 | $80.0M |
| Bell Bank | 6.65% | Reduce -4.0% | 158,081 | $79.1M |
| Conrad Siegel Investment Advisors, Inc. | 22.89% | Add +1.5% | 157,512 | $78.8M |
| RFG Holdings, Inc. | 29.96% | Add +7.6% | 157,453 | $78.7M |
| SilverOak Wealth Management LLC | 18.74% | Add +0.8% | 156,023 | $78.0M |
| Affiance Financial, LLC | 20.36% | Add +1.9% | 156,001 | $78.0M |
| Stordahl Capital Management, Inc. | 19.37% | Reduce -2.1% | 154,810 | $77.4M |
| Ironclad Investments LLC | 48.41% | Reduce -2.4% | 154,558 | $77.3M |
| Clarius Group, LLC | 5.48% | Add +2.2% | 154,475 | $77.3M |
| WestHill Financial Advisors, Inc. | 18.67% | Reduce -0.6% | 153,830 | $76.9M |
| Cambridge Advisors Inc. | 17.83% | Reduce -1.5% | 153,443 | $76.7M |
| Dechtman Wealth Management, LLC | 17.02% | Add +6.9% | 152,246 | $76.1M |
| Aspiriant, LLC | 3.10% | Add +0.2% | 151,979 | $76.0M |
| MJP Associates Inc. | 15.70% | Reduce -2.6% | 150,944 | $75.5M |
| Perigon Wealth Management, LLC | 2.17% | Reduce -2.6% | 149,557 | $74.8M |
| M.D. Sass, LLC | 5.99% | Reduce -21.7% | 147,280 | $73.7M |
| HB Wealth Management, LLC | 0.86% | Add +4.0% | 147,249 | $73.6M |
| Stephens Consulting, LLC | 20.88% | Add +14.6% | 146,436 | $73.2M |
| Webster Bank, N. A. | 8.02% | Add +0.7% | 146,134 | $73.1M |
| Mayport, LLC | 26.03% | Add +4.8% | 146,120 | $73.1M |
| Standpoint Asset Management, LLC | 16.54% | Add +11.8% | 144,700 | $72.4M |
| J.W. Cole Advisors, Inc. | 3.38% | Add +54.5% | 143,800 | $71.9M |
| Citadel Advisors | 0.07% | Add +109.8% | 143,797 | $71.9M |
| RMR Wealth Builders | 8.25% | Add +2.6% | 143,763 | $71.9M |
| Grove Bank & Trust | 11.53% | Add +10.9% | 143,591 | $71.8M |
| Evermay Wealth Management LLC | 11.31% | Reduce -0.2% | 140,568 | $70.5M |
| Empire Life Investments Inc. | 4.39% | Add +22.7% | 139,056 | $69.5M |
| WASHINGTON TRUST Co | 2.54% | Add +4.1% | 138,716 | $69.4M |
| Acorn Financial Advisory Services Inc. | 12.93% | Add +0.5% | 138,532 | $69.3M |
| Texas Capital Bancshares Inc | 28.37% | Add +3.7% | 138,188 | $69.1M |
| National Bank of Canada | 0.11% | Add +114.0% | 137,759 | $69.0M |
| NorthRock Partners, LLC | 2.58% | Reduce -18.1% | 136,584 | $68.6M |
| Jefferies Financial Group Inc. | 1.45% | Reduce -21.6% | 136,853 | $68.4M |
| Selective Wealth Management, Inc. | 30.05% | Reduce -1.1% | 133,550 | $68.2M |
| Wedmont Private Capital | 4.27% | Add +7.0% | 131,986 | $67.9M |
| Scott Capital Advisors, LLC | 20.00% | Reduce -0.2% | 132,494 | $67.7M |
| Warren Street Wealth Advisors, LLC | 33.61% | Add +1.5% | 134,787 | $67.4M |
| Francis Financial, Inc. | 20.44% | Reduce -10.4% | 134,547 | $67.3M |
| Angeles Wealth Management, LLC | 6.25% | Reduce -12.8% | 133,236 | $66.6M |
| Banco Santander, S.A. | 0.82% | Add +7.5% | 132,664 | $66.3M |
| National Philanthropic Trust | 1.26% | Add +24.9% | 131,612 | $65.8M |
| Strategic Investment Advisors / MI | 8.02% | Add +8.5% | 131,595 | $65.8M |
| Agur Provident & Training Funds Management Ltd. | 18.88% | No change | 130,975 | $65.5M |
| Compass Financial Group, INC | 14.14% | Add +6.2% | 130,551 | $65.3M |
| Wealthcare Advisory Partners LLC | 2.03% | Reduce -1.5% | 129,641 | $64.8M |
| Manning & Napier Advisors LLC | 0.72% | — | 126,627 | $63.3M |
| Means Investment Co., Inc. | 7.50% | Add +7.4% | 125,420 | $62.7M |
| Progeny 3, Inc. | 6.00% | No change | 125,200 | $62.6M |
| Standard Family Office LLC | 80.52% | No change | 125,136 | $62.6M |
| Franklin, Parlapiano, Turner & Welch, LLC | 17.36% | Reduce -2.4% | 125,089 | $62.6M |
| Kestra Private Wealth Services, LLC | 1.25% | Add +19.4% | 124,930 | $62.5M |
| Performa Ltd (US), LLC | 25.70% | Add +3.4% | 124,855 | $62.4M |
| Oldfather Financial Services, LLC | 25.52% | Reduce -0.2% | 124,362 | $62.2M |
| Comerica Bank | 0.26% | Reduce -5.6% | 124,319 | $62.2M |
| Elwood & Goetz Wealth Advisory Group, LLC | 17.65% | Reduce -2.2% | 124,297 | $62.2M |
| Amtrust Financial Services, Inc. | 31.51% | No change | 124,000 | $62.0M |
| Obermeyer Wealth Partners | 3.54% | Add +5.6% | 123,549 | $61.8M |
| Bank of Nova Scotia | 0.12% | Reduce -0.7% | 123,534 | $61.8M |
| Townsquare Capital LLC | 0.84% | Add +249.1% | 122,807 | $61.4M |
| McMorgan & Co. LLC | 9.67% | Reduce -29.1% | 121,924 | $61.0M |
| Secure Asset Management, LLC | 11.56% | Add +10.7% | 121,918 | $61.0M |
| CANADA LIFE ASSURANCE Co | 0.11% | Add +0.5% | 119,924 | $59.9M |
| Pinion Investment Advisors, LLC | 29.33% | Add +13.7% | 117,934 | $59.0M |
| Hirtle & Co., LLC | 2.93% | Reduce -7.3% | 116,661 | $58.3M |
| Fiducient Advisors LLC | 8.04% | Add +1.8% | 116,057 | $58.3M |
| Goldstone Financial Group, LLC | 11.67% | Reduce -4.0% | 116,344 | $58.2M |
| Nadler Financial Group, Inc. | 6.61% | Add +1.0% | 112,381 | $56.2M |
| Daymark Wealth Partners, LLC | 2.57% | Add +4.5% | 111,862 | $55.9M |
| Summit Wealth Group, LLC | 16.70% | New | 111,306 | $55.7M |
| Fidato Wealth LLC | 49.06% | Reduce -0.5% | 111,084 | $55.6M |
| Simplicity Wealth,LLC | 1.25% | Reduce -18.3% | 110,986 | $55.5M |
| Wellington Management Group LLP | 0.01% | No change | 110,195 | $55.1M |
| Fortune 45 LLC | 41.72% | Add +3.6% | 109,414 | $54.7M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -2.5% | 108,301 | $54.2M |
| Brio Consultants, LLC | 8.87% | Reduce -0.0% | 107,505 | $53.8M |
| Turtle Creek Wealth Advisors, LLC | 12.41% | Add +9.2% | 107,173 | $53.6M |
| Fragasso Financial Advisors Inc | 4.35% | Reduce -1.7% | 105,567 | $52.8M |
| Jasper Ridge Partners, L.P. | 1.70% | Reduce -6.8% | 104,979 | $52.5M |
| Ballentine Partners, LLC | 0.96% | Reduce -3.9% | 103,662 | $51.8M |
| Rathbones Group PLC | 0.28% | Add +1.2% | 103,244 | $51.6M |
| Composition Wealth, LLC | 1.24% | Add +10.3% | 101,452 | $50.7M |
| Optas, LLC | 12.99% | Add +1.1% | 100,886 | $50.5M |
| BCK Partners, Inc. | 26.08% | Reduce -1.8% | 100,865 | $50.4M |
| Deutsche Bank AG | 0.02% | Reduce -4.7% | 100,443 | $50.2M |
| Integrated Wealth Concepts LLC | 0.68% | Add +2.2% | 99,966 | $50.0M |
| Gladstone Institutional Advisory LLC | 2.59% | Add +3.3% | 99,522 | $49.8M |
| Simon Quick Advisors, LLC | 3.50% | Add +41.1% | 99,209 | $49.6M |
| Roundview Capital LLC | 3.90% | Add +2.4% | 98,994 | $49.5M |
| Salomon & Ludwin, LLC | 5.53% | Reduce -20.8% | 98,991 | $49.5M |
| Allianz SE | 1.44% | No change | 98,122 | $49.1M |
| Proffitt & Goodson Inc. | 8.60% | Add +1.4% | 97,450 | $48.7M |
| Choreo, LLC | 0.82% | Add +21.9% | 97,018 | $48.6M |
| Common Fund for Nonprofit Organizations | 6.69% | Add +66.7% | 96,925 | $48.5M |
| Financial Sense Advisors, Inc. | 15.33% | Add +16.9% | 96,806 | $48.4M |
| Olympus Wealth Management, LLC | 15.07% | Add +75.1% | 96,305 | $48.2M |
| Twele Capital Management, Inc. | 10.91% | Reduce -0.8% | 96,207 | $48.1M |
| New York State Common Retirement Fund | 0.06% | Reduce -6.7% | 95,978 | $48.0M |
| Cantor Fitzgerald Investment Advisors L.P. | 3.69% | Reduce -8.1% | 95,700 | $47.9M |
| Safir Wealth Advisors, LLC | 39.21% | Reduce -2.2% | 95,667 | $47.8M |
| Fifth Third Securities, Inc. | 4.41% | Add +3.6% | 95,218 | $47.8M |
| HBK Sorce Advisory LLC | 1.66% | Reduce -0.3% | 95,115 | $47.6M |
| Level Financial Advisors | 20.59% | Reduce -1.5% | 95,012 | $47.5M |
| Fairfax Financial Holdings | 4.02% | Add +1087.5% | 95,000 | $47.5M |
| Kickstand Ventures, Llc. | 12.88% | Reduce -4.0% | 94,102 | $47.1M |
| Freestone Capital Holdings, LLC | 1.69% | Add +0.3% | 93,967 | $47.0M |
| Proficio Capital Partners LLC | 4.92% | Add +1.2% | 93,661 | $46.8M |
| Sigma Planning Corp | 1.48% | Add +2.1% | 93,556 | $46.8M |
| Financial Counselors Inc. | 0.75% | Add +3.2% | 93,512 | $46.8M |
| AJ Advisors, LLC | 25.71% | Add +4.3% | 92,967 | $46.5M |
| Kearns & Associates LLC | 34.68% | Reduce -0.4% | 92,876 | $46.5M |
| CIC Wealth, LLC | 12.70% | Add +5.1% | 92,290 | $46.2M |
| Investment Research & Advisory Group, Inc. | 20.42% | Reduce -1.2% | 92,122 | $46.1M |
| Sheets Smith Wealth Management | 5.47% | Add +0.5% | 91,442 | $45.7M |
| Mutual Advisors, LLC | 1.37% | Add +13.1% | 90,736 | $45.4M |
| Hillcrest Wealth Advisors - NY, LLC | 24.29% | Reduce -0.3% | 90,191 | $45.1M |
| Hill Island Financial LLC | 14.75% | Reduce -1.1% | 90,142 | $45.1M |
| Sage Mountain Advisors LLC | 4.14% | Reduce -1.0% | 89,633 | $44.8M |
| Steph & Co. | 15.27% | Reduce -1.3% | 89,535 | $44.8M |
| 3Chopt Investment Partners, LLC | 13.60% | Add +0.6% | 88,782 | $44.6M |
| Liberty Mutual Group Asset Management Inc. | 6.52% | New | 88,517 | $44.3M |
| Gentry Private Wealth, LLC | 38.80% | — | 88,219 | $44.1M |
| Advanced Asset Management Advisors Inc | 11.71% | Reduce -0.1% | 88,101 | $44.1M |
| CFO4Life Group, LLC | 8.25% | Add +0.5% | 87,748 | $43.9M |
| Scotia Capital Inc. | 0.26% | Reduce -7.8% | 87,721 | $43.9M |
| AlTi Global, Inc. | 1.17% | Add +2.1% | 86,977 | $43.7M |
| Bokf, NA | 0.78% | Add +3.3% | 86,974 | $43.5M |
| David Kennon Inc | 18.23% | Reduce -1.5% | 86,804 | $43.4M |
| Orion Porfolio Solutions, LLC | 0.45% | Add +3.2% | 85,853 | $42.9M |
| Orion Portfolio Solutions, LLC | 0.45% | Add +3.2% | 85,853 | $42.9M |
| CENTRAL TRUST Co | 1.05% | Reduce -3.0% | 85,836 | $42.9M |
| Hikari Tsushin, Inc. | 3.32% | Add +4.2% | 85,755 | $42.9M |
| Trust Co of Tennessee | 15.30% | — | 85,482 | $42.8M |
| Institutional & Family Asset Management, LLC | 6.54% | Add +6.2% | 85,340 | $42.7M |
| Crestmont Private Wealth LLC | 20.45% | Reduce -6.8% | 84,864 | $42.4M |
| Cook Wealth, LLC | 22.84% | Add +15.5% | 85,382 | $42.2M |
| Lansing Street Advisors | 17.52% | Add +8.5% | 84,076 | $42.0M |
| Capital Group Private Client Services, Inc. | 0.42% | Add +2.0% | 84,003 | $42.0M |
| Boyd Wealth Management, LLC | 23.06% | Add +1.9% | 83,551 | $41.8M |
| Sompo Asset Management Co., Ltd. | 7.04% | Reduce -4.2% | 83,343 | $41.7M |
| Pure Financial Advisors, LLC | 1.16% | Add +13.0% | 83,338 | $41.7M |
| Commerce Bank | 0.27% | Add +3.7% | 83,252 | $41.6M |
| Fort Washington Investment Advisors Inc. | 0.27% | Add +0.5% | 82,838 | $41.4M |
| Sierra Capital LLC | 5.51% | Reduce -5.3% | 82,476 | $41.2M |
| Retirement Planning Group, LLC | 2.62% | Add +311.0% | 82,453 | $41.2M |
| Fiduciary Trust Co | 0.62% | Add +2.0% | 82,374 | $41.2M |
| Ciovacco Capital Management LLC | 26.34% | Add +1.6% | 81,735 | $40.9M |
| Ameritas Investment Partners, Inc. | 1.39% | Reduce -8.0% | 81,220 | $40.6M |
| Circle Wealth Management, LLC | 0.93% | Add +1114.6% | 80,494 | $40.3M |
| Taikang Asset Management (Hong Kong) Co Ltd | 6.22% | New | 80,047 | $40.0M |
| Crescent Grove Advisors, LLC | 4.37% | Add +2841.0% | 79,524 | $39.9M |
| Axiom Advisory, LLC | 0.43% | Add +6259.6% | 82,102 | $39.5M |
| Trek Financial, LLC | 3.14% | Reduce -8.5% | 78,989 | $39.5M |
| MAI Capital Management | 0.39% | Add +4.5% | 78,778 | $39.4M |
| Jackson Wealth Management, LLC | 8.44% | Reduce -32.6% | 78,708 | $39.4M |
| Garde Capital, Inc. | 2.72% | Reduce -0.8% | 78,278 | $39.1M |
| Retirement Capital Strategies | 15.62% | Add +178.2% | 77,879 | $38.9M |
| Fiduciary Group, LLC | 4.18% | Add +2.0% | 77,579 | $38.8M |
| HUB Investment Partners, LLC | 1.87% | Reduce -2.4% | 77,557 | $38.8M |
| IFG Advisory, LLC | 2.49% | Reduce -8.5% | 77,538 | $38.8M |
| Oak Root LLC | 5.13% | Reduce -1.6% | 77,029 | $38.5M |
| ForthRight Wealth Management, LLC | 13.84% | Reduce -2.0% | 76,978 | $38.5M |
| TD Private Client Wealth LLC | 1.21% | Add +0.5% | 76,770 | $38.4M |
| Beaird Harris Wealth Management, LLC | 3.61% | Add +33.2% | 76,699 | $38.4M |
| Cwm, LLC | 0.18% | Reduce -4.6% | 76,635 | $38.3M |
| BBR Partners, LLC | 3.11% | Add +0.2% | 75,845 | $37.9M |
| Rooted Wealth Advisors, Inc. | 16.73% | Add +8.8% | 74,628 | $37.9M |
| MBM Wealth Consultants, LLC | 12.85% | Add +0.3% | 73,703 | $37.7M |
| LM Advisors LLC | 7.44% | Reduce -39.3% | 75,148 | $37.4M |
| JDM Financial Group LLC | 25.09% | Add +4.1% | 74,266 | $37.1M |
| Legacy Financial Group LLC | 7.30% | Reduce -12.4% | 74,210 | $37.1M |
| HBW Advisory Services LLC | 6.15% | Add +6.5% | 74,054 | $37.0M |
| Ameraudi Asset Management, Inc. | 16.85% | Reduce -1.5% | 74,013 | $37.0M |
| Northeast Investment Management | 1.73% | Add +5.9% | 73,712 | $36.9M |
| Oak Harvest Investment Services | 5.81% | Reduce -3.2% | 73,522 | $36.8M |
| Parisi Gray Wealth Management | 13.12% | Reduce -0.4% | 73,156 | $36.6M |
| Global Retirement Partners, LLC | 1.14% | Add +4.9% | 72,531 | $36.3M |
| Modern Wealth Management, LLC | 2.67% | Reduce -0.5% | 72,296 | $36.2M |
| Mather Group, Llc. | 0.45% | Add +484.0% | 75,185 | $36.1M |
| Resolute Advisors LLC | 9.31% | Add +2.0% | 71,938 | $36.1M |
| TD Waterhouse Canada Inc. | 0.32% | Add +39.2% | 71,626 | $35.9M |
| Apollon Wealth Management, LLC | 1.09% | Reduce -12.0% | 71,833 | $35.9M |
| Souders Financial Advisors | 5.42% | Add +1.9% | 71,821 | $35.9M |
| Geneos Wealth Management Inc. | 1.59% | Add +11.6% | 71,693 | $35.9M |
| Front Street Capital Management, Inc. | 6.82% | Add +7.2% | 71,139 | $35.6M |
| Greenleaf Trust | 0.34% | Reduce -1.4% | 70,848 | $35.4M |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 30.37% | Reduce -6.1% | 70,599 | $35.3M |
| Eagle Wealth Strategies LLC | 28.39% | Add +1.0% | 70,205 | $35.1M |
| Brookstone Capital Management | 0.58% | Add +19.7% | 68,482 | $35.0M |
| Beacon Harbor Wealth Advisors, Inc. | 9.12% | Add +1.6% | 70,049 | $35.0M |
| SigFig Wealth Management, LLC | 1.31% | Reduce -5.1% | 69,860 | $34.9M |
| Arete Wealth Advisors, LLC | 2.87% | Add +2.0% | 69,771 | $34.9M |
| Phillips Financial Management, LLC | 2.87% | Reduce -2.6% | 69,615 | $34.8M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 4.08% | Add +59.6% | 69,318 | $34.7M |
| Securian Asset Management, Inc. | 1.01% | Reduce -2.7% | 69,198 | $34.6M |
| Money Concepts Capital Corp. | 2.90% | Add +2.1% | 69,135 | $34.6M |
| Fort Point Capital Partners LLC | 4.44% | Add +4.3% | 69,107 | $34.6M |
| SVB Wealth LLC | 0.85% | Reduce -50.3% | 68,734 | $34.4M |
| University of Chicago | 26.47% | Add +320.5% | 68,413 | $34.3M |
| B. Riley Wealth Advisors, Inc. | 0.87% | Reduce -9.0% | 68,352 | $34.3M |
| Aufman Associates Inc | 24.04% | Reduce -2.9% | 67,518 | $33.8M |
| Dunhill Financial, LLC | 20.89% | Add +5.3% | 67,278 | $33.6M |
| NWF Advisory Services Inc. | 5.34% | Add +1.7% | 67,082 | $33.5M |
| Zurich Insurance Group Ltd | 0.29% | Add +17.3% | 67,541 | $33.0M |
| Kingsview Wealth Management, LLC | 0.78% | Add +22.0% | 65,951 | $33.0M |
| Vident Advisory, LLC | 0.91% | Add +6.5% | 65,803 | $32.9M |
| Avion Wealth | 9.00% | Reduce -2.9% | 65,210 | $32.6M |
| Rwa Wealth Partners, LLC | 0.43% | Add +19.1% | 65,104 | $32.6M |
| EMC Capital Management | 18.86% | Add +0.0% | 64,986 | $32.5M |
| Pittenger & Anderson Inc. | 1.33% | Reduce -1.1% | 64,623 | $32.3M |
| Kinsale Capital Group, Inc. | 11.20% | Add +50.3% | 64,623 | $32.3M |
| R. W. Roge & Company, Inc. | 18.45% | Reduce -2.9% | 64,577 | $32.3M |
| Avior Wealth Management, LLC | 1.39% | Add +2.4% | 64,520 | $32.3M |
| Bailard, Inc. | 0.88% | Reduce -2.2% | 64,179 | $32.1M |
| Christopher J. Hasenberg, Inc | 14.37% | Add +14.6% | 63,425 | $31.7M |
| Cibc World Market Inc. | 0.08% | Reduce -6.6% | 62,396 | $31.2M |
| Associated Banc-Corp | 0.96% | Add +1.5% | 61,594 | $30.8M |
| CSS LLC | 6.73% | Add +108.5% | 61,500 | $30.8M |
| West Paces Advisors Inc. | 8.02% | Add +2.2% | 61,490 | $30.8M |
| Tenon Financial LLC | 23.78% | Add +2.7% | 60,964 | $30.5M |
| Buckingham Strategic Wealth, LLC | 0.31% | Add +1.3% | 60,719 | $30.4M |
| Meridian Financial Partners LLC | 17.86% | New | 59,173 | $30.1M |
| Oppenheimer & Co. Inc. | 0.47% | Add +1.3% | 58,824 | $29.4M |
| Franklin Resources Inc. | 0.01% | Add +6.9% | 58,542 | $29.3M |
| Sage Financial Group Inc. | 2.52% | Reduce -1.1% | 58,148 | $29.1M |
| Level Four Advisory Services, LLC | 1.31% | Add +155.5% | 57,908 | $29.0M |
| Bear Mountain Capital, Inc. | 11.74% | Reduce -1.9% | 56,089 | $28.9M |
| BNP Paribas Financial Markets | 0.03% | Reduce -70.2% | 57,696 | $28.9M |
| Strategic Blueprint, LLC | 1.96% | Add +3.5% | 57,672 | $28.8M |
| RFG Advisory, LLC | 0.94% | Reduce -23.6% | 57,566 | $28.8M |
| Intelligent Financial Strategies | 17.64% | Add +3.1% | 57,090 | $28.7M |
| Aspire Capital Advisors LLC | 9.30% | Add +2.2% | 56,831 | $28.4M |
| Plancorp, LLC | 1.23% | Add +12.4% | 56,544 | $28.3M |
| Independent Advisor Alliance | 0.97% | Reduce -1.5% | 56,535 | $28.3M |
| Carolinas Wealth Consulting LLC | 5.45% | Add +7.1% | 56,254 | $28.2M |
| Canton Hathaway, LLC | 7.71% | Reduce -5.0% | 56,355 | $28.2M |
| Brass Tax Wealth Management, Inc. | 5.49% | Add +31.0% | 56,053 | $28.0M |
| Empowered Funds, LLC | 0.48% | Add +3.2% | 55,758 | $27.9M |
| Sfm, LLC | 20.99% | Add +8.4% | 55,714 | $27.9M |
| Van Eck Associates Corp. | 0.04% | Add +0.2% | 55,156 | $27.6M |
| Concourse Financial Group Securities, Inc. | 1.73% | Reduce -3.6% | 54,946 | $27.6M |
| Valeo Financial Advisors, LLC | 0.86% | Add +26.9% | 54,932 | $27.5M |
| Evercore Wealth Management, LLC | 0.43% | Reduce -0.2% | 54,741 | $27.4M |
| Alta Advisers Ltd | 13.14% | Reduce -0.4% | 54,627 | $27.3M |
| Principal Financial Group Inc. | 0.02% | Add +3.0% | 54,327 | $27.2M |
| Thompson Siegel & Walmsley LLC | 0.44% | Add +3.5% | 54,218 | $27.1M |
| Financial Management Professionals, Inc. | 3.71% | Add +4.1% | 54,065 | $27.0M |
| EP Wealth Advisors, LLC | 0.29% | Reduce -1.9% | 53,916 | $27.0M |
| IFG Advisors, LLC | 6.38% | Add +12.9% | 53,859 | $26.9M |
| Synovus Financial Corp. | 0.36% | Reduce -33.1% | 53,809 | $26.9M |
| Great Valley Advisor Group, Inc. | 0.74% | Add +7.7% | 53,158 | $26.6M |
| Prio Wealth Limited Partnership | 0.79% | Add +1.0% | 52,993 | $26.5M |
| Cordgrass Capital Advisors, LLC | 8.29% | Add +2.5% | 52,735 | $26.4M |
| Charter Oak Capital Management, LLC | 2.75% | Reduce -11.9% | 52,725 | $26.4M |
| GenWealth Group, Inc. | 6.47% | Add +1.0% | 52,574 | $26.3M |
| Leavell Investment Management, Inc. | 1.45% | Add +11.5% | 52,331 | $26.3M |
| Waverly Advisors, LLC | 0.51% | Add +20.3% | 51,989 | $26.0M |
| Clifford Group, LLC | 20.98% | Reduce -2.4% | 51,969 | $26.0M |
| SOA Wealth Advisors, LLC. | 5.21% | Reduce -0.7% | 51,801 | $25.9M |
| Prosperity Wealth Management, Inc. | 12.70% | Reduce -16.5% | 51,639 | $25.8M |
| Mitchell McLeod Pugh & Williams Inc. | 5.85% | Add +7.5% | 51,218 | $25.6M |
| Southeast Asset Advisors, LLC | 3.07% | Reduce -0.1% | 51,125 | $25.6M |
| Crestwood Advisors Group, LLC | 0.53% | Reduce -11.8% | 51,112 | $25.6M |
| ORG Partners LLC | 3.18% | New | 50,987 | $25.6M |
| SageView Advisory Group, LLC | 1.58% | Add +57.9% | 50,566 | $25.3M |
| Oxler Private Wealth LLC | 9.36% | Add +1.0% | 50,538 | $25.3M |
| Cullen/Frost Bankers, Inc. | 0.37% | Add +6.0% | 50,456 | $25.2M |
| Legacy PCG, LLC | 15.84% | Reduce -4.6% | 50,427 | $25.2M |
| Private Capital Management LLC | 4.97% | Reduce -3.1% | 50,044 | $25.0M |
| Summit Financial, LLC | 1.14% | Add +23.4% | 49,706 | $24.9M |
| Williams Jones Wealth Management, LLC. | 0.31% | Reduce -4.2% | 49,693 | $24.9M |
| &partners | 1.09% | Add +1593.6% | 49,691 | $24.9M |
| Diana Davis Spencer Foundation | 8.80% | New | 49,675 | $24.8M |
| Traveka Wealth, LLC | 12.08% | Reduce -23.0% | 49,494 | $24.8M |
| Claro Advisors Inc. | 3.85% | Add +21.6% | 49,155 | $24.6M |
| Sandy Cove Advisors, LLC | 10.88% | Add +3.7% | 48,869 | $24.4M |
| First Hawaiian Bank | 0.83% | Reduce -2.2% | 48,830 | $24.4M |
| Manchester Capital Management LLC | 2.94% | Reduce -0.3% | 48,815 | $24.4M |
| Tidal Investments LLC | 0.34% | Reduce -11.7% | 48,551 | $24.3M |
| First National Bank of Omaha | 1.60% | Add +6.4% | 48,506 | $24.3M |
| Parsons Capital Management Inc. | 1.65% | Add +2.9% | 48,408 | $24.2M |
| Clark Financial Services Group Inc. | 25.43% | Add +0.8% | 48,222 | $24.1M |
| Foundations Investment Advisors, LLC | 0.58% | Add +7.0% | 48,068 | $24.0M |
| EnRich Financial Partners LLC | 8.76% | Add +2.5% | 47,747 | $23.9M |
| First Citizens Bank & Trust Co. | 0.44% | Add +0.2% | 47,105 | $23.6M |
| Focus Financial Network, Inc. | 1.01% | Add +17.6% | 45,987 | $23.5M |
| PFG Advisors | 1.59% | Reduce -12.8% | 47,003 | $23.5M |
| Stuart Investment Advisors, Inc. | 14.63% | Reduce -2.3% | 46,780 | $23.4M |
| Applied Capital LLC | 13.41% | Add +2.7% | 46,753 | $23.4M |
| QRG Capital Management, Inc. | 0.28% | Add +9.6% | 46,717 | $23.4M |
| Sumitomo Life Insurance Co. | 0.54% | Reduce -13.9% | 53,300 | $23.3M |
| NorthCoast Asset Management LLC | 0.20% | Add +92.7% | 46,523 | $23.3M |
| St. Louis Trust Co | 3.56% | Add +3.6% | 46,599 | $23.3M |
| First Financial Corp. | 11.85% | Add +1.1% | 46,497 | $23.3M |
| UNIVEST FINANCIAL Corp | 6.45% | Reduce -14.8% | 46,449 | $23.2M |
| Integral Investment Advisors, Inc. | 8.55% | Add +35.7% | 46,041 | $23.2M |
| Ameritas Advisory Services, LLC | 0.87% | Add +18.7% | 46,371 | $23.2M |
| Arkadios Wealth Advisors | 1.55% | Add +2.3% | 45,919 | $23.0M |
| CM Wealth Advisors LLC | 10.79% | Reduce -9.9% | 45,231 | $22.7M |
| Basso Capital Management, L.P. | 20.43% | Add +0.6% | 45,326 | $22.7M |
| Trust Co of the South | 5.37% | Add +0.2% | 45,303 | $22.7M |
| Omega Advisors (Leon Cooperman) | 0.95% | No change | 45,173 | $22.6M |
| Wealth Group Ltd | 6.82% | Reduce -1.4% | 45,143 | $22.6M |
| Tritonpoint Wealth, LLC | 2.13% | Reduce -0.7% | 44,008 | $22.1M |
| Avidian Wealth Enterprises, LLC | 1.07% | Add +92.4% | 44,165 | $22.1M |
| Stratos Wealth Advisors, LLC | 1.09% | Add +9.8% | 44,158 | $22.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.23% | Add +10.2% | 44,088 | $22.1M |
| Whittier Trust Co. of Nevada Inc. | 0.61% | Reduce -1.9% | 44,012 | $22.0M |
| First Merchants Corp. | 0.88% | Add +0.3% | 43,656 | $21.8M |
| Brooklyn FI, LLC | 8.49% | Add +557.9% | 43,426 | $21.7M |
| Vicus Capital | 1.95% | Reduce -0.3% | 43,121 | $21.6M |
| Baltimore-Washington Financial Advisors, Inc. | 1.27% | Add +4.2% | 43,031 | $21.5M |
| Berkshire Hathaway | 0.01% | No change | 43,000 | $21.5M |
| Guardian Financial Partners, LLC | 14.25% | Reduce -3.5% | 42,962 | $21.5M |
| First Horizon Advisors, Inc. | 0.65% | Reduce -1.1% | 42,950 | $21.5M |
| Ade, LLC | 14.37% | Reduce -2.4% | 42,573 | $21.3M |
| Conning Inc. | 0.80% | Reduce -21.3% | 42,527 | $21.3M |
| Cassady Schiller Wealth Management, LLC | 8.55% | Add +8.2% | 42,069 | $21.0M |
| High Net Worth Advisory Group LLC | 6.37% | Add +0.2% | 42,038 | $21.0M |
| CWS Financial Advisors, LLC | 8.27% | Add +3.2% | 42,021 | $21.0M |
| EverSource Wealth Advisors, LLC | 1.40% | Add +12.0% | 41,529 | $21.0M |
| CW Advisors, LLC | 0.33% | Reduce -4.6% | 41,981 | $21.0M |
| First Command Advisory Services, Inc. | 0.22% | Add +3.5% | 41,868 | $20.9M |
| Integrated Advisors Network LLC | 1.08% | Add +1.4% | 41,719 | $20.9M |
| KilterHowling LLC | 14.19% | Add +0.6% | 41,658 | $20.8M |
| IFP Advisors, Inc | 0.82% | Add +31.2% | 41,522 | $20.8M |
| Core Wealth Advisors, Inc. | 7.10% | Add +0.6% | 41,426 | $20.7M |
| American Century Companies Inc. | 0.01% | Add +8.1% | 41,400 | $20.7M |
| Diversify Advisory Services, LLC | 1.13% | Add +1.2% | 40,505 | $20.7M |
| Curated Wealth Partners LLC | 2.89% | — | 41,366 | $20.7M |
| CVA Family Office, LLC | 3.72% | Reduce -0.5% | 41,356 | $20.7M |
| Belpointe Asset Management LLC | 1.44% | Reduce -39.0% | 41,167 | $20.6M |
| Alexander Labrunerie & Co., Inc. | 11.16% | Add +34.2% | 40,903 | $20.5M |
| Romano Brothers and Company | 2.83% | Add +6.0% | 40,881 | $20.4M |
| Stephens Inc. | 0.31% | Add +7.3% | 40,840 | $20.4M |
| Beaumont Financial Advisors, LLC | 1.61% | Add +2.8% | 40,337 | $20.2M |
| Y.D. More Investments Ltd | 2.06% | Reduce -1.7% | 40,279 | $20.1M |
| MKT Advisors LLC | 10.00% | Add +2.6% | 39,361 | $20.1M |
| Baker Tilly Wealth Management, LLC | 8.22% | Add +1.5% | 40,191 | $20.1M |
| Bank Hapoalim BM | 2.97% | Reduce -54.2% | 40,104 | $20.1M |
| Venture Visionary Partners LLC | 0.94% | Reduce -1.8% | 40,048 | $20.0M |
| O'shaughnessy Asset Management, LLC | 0.21% | Add +240.3% | 39,728 | $19.9M |
| Retirement Systems of Alabama | 0.08% | Reduce -7.8% | 39,517 | $19.8M |
| Drucker Wealth 3.0, LLC | 5.19% | — | 39,066 | $19.5M |
| Exencial Wealth Advisors, LLC | 0.73% | Reduce -12.9% | 38,871 | $19.4M |
| North Star Investment Management Corp. | 1.42% | Add +1.4% | 38,820 | $19.4M |
| Redwood Investment Management, LLC | 1.67% | Add +15.0% | 38,728 | $19.4M |
| Rational Advisors, Inc. | 1.93% | Reduce -9.1% | 38,602 | $19.3M |
| Verdence Capital Advisors LLC | 1.71% | Add +10.4% | 38,463 | $19.2M |
| Capital Management Associates, Inc | 11.64% | Add +0.7% | 38,447 | $19.2M |
| Sensible Financial Planning & Management, LLC. | 4.15% | Reduce -1.2% | 38,399 | $19.2M |
| Fairscale Capital, LLC | 16.90% | — | 36,667 | $19.0M |
| Quotient Wealth Partners, LLC | 0.66% | Reduce -39.8% | 37,951 | $19.0M |
| Savvy Advisors, Inc. | 6.16% | Add +42.9% | 37,775 | $18.9M |
| Oikos Holdings LLC | 4.45% | No change | 37,567 | $18.8M |
| First National Bank Sioux Falls | 9.70% | Add +14.7% | 37,366 | $18.7M |
| Riverpoint Wealth Management Holdings, LLC | 5.16% | Add +0.2% | 37,171 | $18.6M |
| Heritage Wealth Advisors | 0.84% | Add +0.0% | 37,098 | $18.6M |
| Naples Global Advisors, LLC | 1.85% | Add +1.1% | 36,759 | $18.4M |
| Almanack Investment Partners, LLC. | 3.11% | Add +10.6% | 36,882 | $18.4M |
| Harbor Advisory Corp. | 6.36% | Reduce -6.0% | 36,798 | $18.4M |
| Montag A & Associates Inc. | 0.92% | Add +20.4% | 36,307 | $18.2M |
| Benchmark Wealth Management, LLC | 9.71% | Add +5.1% | 36,421 | $18.2M |
| Cornerstone Wealth Group, LLC | 1.62% | Add +5.4% | 36,413 | $18.2M |
| Royal Fund Management, LLC | 2.45% | Reduce -21.7% | 36,074 | $18.2M |
| AQR Capital Management | 0.03% | Add +80.4% | 36,184 | $18.1M |
| Spectrum Investment Advisors, Inc. | 13.19% | Reduce -2.7% | 36,032 | $18.0M |
| PKO Investment Management Joint-Stock Co | 2.21% | Reduce -3.1% | 35,716 | $17.9M |
| Sequoia Financial Advisors, LLC | 0.21% | Add +3.3% | 35,590 | $17.8M |
| Fulton Bank, N.A. | 0.72% | Add +14.3% | 35,556 | $17.8M |
| Motley Fool Wealth Management, LLC | 0.91% | Add +8.3% | 35,244 | $17.8M |
| Traction Financial Partners, LLC | 12.93% | Add +1.9% | 34,937 | $17.8M |
| Stonegate Investment Group, LLC | 0.51% | Add +0.8% | 35,375 | $17.7M |
| Wesbanco Bank Inc. | 0.66% | Add +38.7% | 35,317 | $17.7M |
| Pinnacle Bancorp, Inc. | 5.21% | Add +3.3% | 35,247 | $17.6M |
| Apexium Financial, LP | 1.25% | Reduce -1.1% | 35,059 | $17.6M |
| Peak Financial Management, Inc. | 5.47% | Reduce -1.6% | 34,972 | $17.5M |
| Waldron Private Wealth LLC | 0.78% | Reduce -8.1% | 34,798 | $17.5M |
| Ocean Park Asset Management, LLC | 0.83% | Add +0.7% | 34,863 | $17.4M |
| First National Trust Co | 0.71% | Add +0.5% | 34,692 | $17.4M |
| Farmers & Merchants Investments Inc. | 0.58% | Reduce -2.6% | 34,635 | $17.3M |
| Ogorek Anthony Joseph /NY/ | 5.99% | Add +3.9% | 34,475 | $17.2M |
| Passaic Partners LLC | 2.52% | Reduce -12.9% | 34,338 | $17.2M |
| Fort Vancouver Investment Management, LLC | 16.44% | — | 34,233 | $17.1M |
| TFB Advisors LLC | 5.53% | Add +2.1% | 33,936 | $17.0M |
| Brave Asset Management Inc. | 4.32% | Add +0.3% | 33,891 | $17.0M |
| TruWealth Advisors, LLC | 1.13% | Add +0.8% | 33,851 | $16.9M |
| Argent Trust Co | 0.75% | Add +1.6% | 33,829 | $16.9M |
| FWG Investments, LLC. | 17.08% | Reduce -3.7% | 33,827 | $16.9M |
| Marshall Financial Group Inc. | 5.48% | Add +2.0% | 33,793 | $16.9M |
| Brighton Jones LLC | 0.56% | Reduce -1.1% | 33,725 | $16.9M |
| Atlanta Consulting Group Advisors, LLC | 3.63% | Add +989.2% | 33,666 | $16.8M |
| Lakeshore Financial Planning, Inc. | 8.19% | Add +0.4% | 33,530 | $16.8M |
| Wheelhouse Advisory Group LLC | 11.75% | Add +3.5% | 33,080 | $16.7M |
| Virtue Capital Management, LLC | 2.85% | Reduce -3.0% | 32,630 | $16.6M |
| TrueWealth Financial Partners | 10.73% | Add +5.4% | 33,231 | $16.6M |
| Ballentine Capital Advisors, Inc | 8.81% | Add +2.3% | 33,130 | $16.6M |
| Abacus Planning Group, Inc. | 3.18% | Reduce -0.3% | 32,785 | $16.4M |
| Advisory Services Network, LLC | 0.34% | Reduce -34.8% | 32,737 | $16.4M |
| Bowman & Co S.C. | 9.49% | Reduce -2.8% | 32,617 | $16.3M |
| Dynamic Advisor Solutions LLC | 0.51% | Reduce -5.7% | 32,614 | $16.3M |
| Bridgewater Associates | 0.09% | New | 32,601 | $16.3M |
| Sound View Wealth Advisors Group, LLC | 1.67% | Add +9.2% | 32,430 | $16.2M |
| Johnson Investment Counsel Inc. | 0.17% | Add +2.5% | 32,359 | $16.2M |
| Evanson Asset Management, LLC | 1.19% | Add +12.9% | 32,342 | $16.2M |
| Tsfg, LLC | 3.78% | Add +1.8% | 32,326 | $16.2M |
| Triad Wealth Partners, LLC | 8.43% | Add +13.0% | 32,164 | $16.1M |
| FSB Premier Wealth Management, Inc. | 7.24% | Reduce -3.6% | 32,048 | $16.0M |
| Cary Street Partners Investment Advisory LLC | 0.65% | Add +6.4% | 32,045 | $16.0M |
| Highline Wealth Partners LLC | 6.04% | Add +5.5% | 32,042 | $16.0M |
| Hoylecohen, LLC | 1.21% | Add +4.0% | 31,912 | $16.0M |
| Kathleen S. Wright Associates Inc. | 7.32% | Add +4.9% | 31,852 | $15.9M |
| Bleakley Financial Group, LLC | 0.46% | Reduce -49.0% | 31,650 | $15.8M |
| First Bank & Trust | 3.22% | Add +0.5% | 31,630 | $15.8M |
| Unconventional Investor, LLC | 11.13% | Add +19.3% | 31,343 | $15.8M |
| Toronto Dominion Bank | 0.03% | No change | 31,588 | $15.8M |
| Mgo One Seven LLC | 0.75% | Add +2.1% | 31,547 | $15.8M |
| Moisand Fitzgerald Tamayo, LLC | 2.36% | Reduce -4.7% | 31,461 | $15.7M |
| FineMark National Bank & Trust | 0.58% | Add +270.1% | 31,441 | $15.7M |
| Parallel Advisors, LLC | 0.40% | Add +1.7% | 31,435 | $15.7M |
| Fsa Wealth Partners, Inc. | 4.29% | Add +281.4% | 31,361 | $15.7M |
| waypoint wealth counsel | 12.00% | Add +3.4% | 31,361 | $15.7M |
| Lanham O'Dell & Company, Inc. | 8.76% | Add +7.6% | 31,204 | $15.6M |
| Burney Co./ | 0.60% | Add +0.4% | 31,151 | $15.6M |
| Northstar Group, Inc. | 3.07% | Add +16.6% | 31,074 | $15.5M |
| Braun-Bostich & Associates Inc. | 11.53% | Add +10.3% | 31,000 | $15.5M |
| Eq LLC | 9.28% | Add +4.2% | 30,989 | $15.5M |
| Thomist Capital Management, LP | 5.55% | Add +4.0% | 30,169 | $15.4M |
| Verum Partners LLC | 4.97% | Add +29.1% | 30,719 | $15.4M |
| Elm Partners Management LLC | 1.18% | Add +0.5% | 30,662 | $15.3M |
| 1834 Investment Advisors Co. | 1.85% | Add +7.5% | 30,637 | $15.3M |
| One Capital Management, LLC | 0.52% | Reduce -0.1% | 30,538 | $15.3M |
| Carnegie Investment Counsel | 0.47% | Reduce -0.1% | 30,399 | $15.2M |
| Plan Group Financial, LLC | 9.27% | Add +9.5% | 30,297 | $15.2M |
| Prospera Financial Services Inc | 0.42% | Reduce -13.3% | 30,278 | $15.2M |
| Migdal Insurance & Financial Holdings Ltd. | 0.25% | Add +110.0% | 30,158 | $15.1M |
| O'Connor Financial Group LLC | 8.79% | Add +4.3% | 30,221 | $15.1M |
| Curbstone Financial Management Corp | 3.25% | Add +0.3% | 29,940 | $15.0M |
| Braun Stacey Associates Inc. | 0.58% | Reduce -5.3% | 29,931 | $15.0M |
| Baker Ellis Asset Management LLC | 2.24% | Add +3.4% | 29,754 | $14.9M |
| Brown Brothers Harriman & Co. | 0.11% | Reduce -0.6% | 29,708 | $14.9M |
| Bridges Investment Management Inc. | 0.22% | Add +1689.1% | 29,503 | $14.8M |
| Peachtree Investment Partners, LLC | 5.79% | Reduce -15.6% | 29,493 | $14.8M |
| Caerus Investment Advisors, LLC | 14.42% | Reduce -2.4% | 29,482 | $14.7M |
| Ironsides Asset Advisors, LLC | 4.88% | Add +104.7% | 29,333 | $14.7M |
| Philadelphia Trust Co. | 1.14% | Add +8.8% | 29,291 | $14.6M |
| Howland Capital Management LLC | 0.70% | Add +21.9% | 29,049 | $14.6M |
| Lodestar Private Asset Management LLC | 2.00% | Reduce -0.3% | 29,125 | $14.6M |
| Madden Advisory Services, Inc. | 7.40% | Add +4.2% | 29,119 | $14.6M |
| Choate Investment Advisors | 0.38% | Add +32.2% | 29,029 | $14.5M |
| Security Financial Services, INC. | 3.13% | Add +24.4% | 28,839 | $14.4M |
| Boston Family Office LLC | 1.04% | Add +139.6% | 28,830 | $14.4M |
| Avory & Company, LLC | 10.14% | No change | 28,810 | $14.4M |
| Blue Square Asset Management, LLC | 8.39% | Reduce -9.4% | 28,776 | $14.4M |
| Fidelis Capital Partners, LLC | 2.04% | Add +32.9% | 30,110 | $14.4M |
| Battery Global Advisors, LLC | 9.46% | No change | 28,486 | $14.3M |
| Ashton Thomas Securities, LLC | 3.44% | — | 22,228 | $14.3M |
| Element Pointe Advisors, LLC | 3.62% | No change | 28,541 | $14.3M |
| Asset Allocation & Management Company, LLC | 9.43% | No change | 28,523 | $14.3M |
| Spire Wealth Management | 0.50% | Reduce -25.7% | 28,464 | $14.2M |
| Glenview Trust Co | 0.29% | Add +9.4% | 28,437 | $14.2M |
| Marcum Wealth, LLC | 1.43% | Reduce -1.1% | 28,435 | $14.2M |
| Certus Wealth Management, LLC | 10.79% | Reduce -39.0% | 28,414 | $14.2M |
| Alamar Capital Management, LLC | 8.61% | — | 28,299 | $14.2M |
| Gibson Wealth Advisors LLC | 13.24% | Add +4.0% | 28,280 | $14.1M |
| Fairway Wealth LLC | 8.33% | Add +4.2% | 28,273 | $14.1M |
| Dorsey & Whitney Trust CO LLC | 0.98% | Reduce -1.1% | 28,227 | $14.1M |
| Sachem Hill LLC | 3.03% | Add +6.4% | 28,202 | $14.1M |
| Cynosure Group, LLC | 2.26% | Add +20.8% | 28,184 | $14.1M |
| U.S. Capital Wealth Advisors, LLC | 0.54% | Add +5.7% | 28,116 | $14.1M |
| Regal Investment Advisors LLC | 0.93% | Add +2.3% | 28,105 | $14.1M |
| S&T Bank | 3.58% | Reduce -1.2% | 28,096 | $14.1M |
| NewEdge Wealth, LLC | 0.30% | Reduce -3.8% | 27,984 | $14.0M |
| Perissos Private Wealth Management, LLC | 12.54% | Add +12.8% | 27,965 | $14.0M |
| WNY Asset Management, LLC | 1.85% | Add +9.7% | 27,888 | $13.9M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.05% | Reduce -87.7% | 27,814 | $13.9M |
| Kovack Advisors, Inc. | 1.52% | Add +34.1% | 27,664 | $13.8M |
| Gainplan LLC | 6.64% | Reduce -1.0% | 27,498 | $13.8M |
| Roth Financial Partners LLC | 5.92% | Add +8.7% | 27,435 | $13.7M |
| Sharkey, Howes & Javer | 2.20% | Reduce -14.4% | 27,221 | $13.6M |
| LBMC Investment Advisors, LLC | 1.18% | Reduce -3.0% | 27,187 | $13.6M |
| DeDora Capital, Inc. | 4.18% | Add +1.1% | 27,187 | $13.6M |
| Amundi | 0.01% | Add +4.0% | 26,761 | $13.6M |
| Parkside Advisors LLC | 3.46% | Reduce -2.7% | 26,979 | $13.5M |
| Twin Focus Capital Partners, LLC | 2.16% | Add +0.3% | 26,993 | $13.5M |
| Haverford Trust Co | 0.14% | Add +2.7% | 26,985 | $13.5M |
| Lowery Thomas, LLC | 9.83% | Add +4.5% | 26,952 | $13.5M |
| Continuum Wealth Advisors, LLC | 7.08% | Add +1821.3% | 26,918 | $13.5M |
| Adero Partners, LLC | 0.98% | Add +2.1% | 26,730 | $13.4M |
| Abbrea Capital, LLC | 1.77% | Reduce -4.7% | 26,608 | $13.4M |
| FourThought Financial Partners, LLC | 1.71% | Add +5.8% | 26,613 | $13.3M |
| Guardian Wealth Advisors, LLC / NC | 1.55% | Reduce -3.1% | 26,446 | $13.2M |
| Westmount Partners, LLC | 4.36% | Add +5.2% | 26,365 | $13.2M |
| Walkner Condon Financial Advisors LLC | 2.85% | Reduce -4.0% | 26,433 | $13.2M |
| Smith Shellnut Wilson LLC | 6.41% | Add +31.9% | 26,402 | $13.2M |
| GAM Holding AG | 1.01% | Reduce -3.0% | 26,340 | $13.2M |
| Sendero Wealth Management, LLC | 2.20% | Reduce -1.1% | 26,193 | $13.1M |
| Arista Wealth Management, LLC | 3.44% | Add +163.5% | 26,158 | $13.1M |
| Tompkins Financial Corp. | 1.37% | Add +28.1% | 26,149 | $13.1M |
| Mittelman Wealth Management | 8.48% | Reduce -1.6% | 26,149 | $13.1M |
| Three Bridge Wealth Advisors, LLC | 5.18% | Add +35.3% | 26,053 | $13.1M |
| Van Strum & Towne Inc. | 4.74% | Reduce -1.2% | 26,084 | $13.0M |
| Moody National Bank Trust Division | 1.00% | Reduce -0.6% | 25,836 | $12.9M |
| CORDA Investment Management, LLC. | 1.05% | Add +0.1% | 25,826 | $12.9M |
| Balentine LLC | 0.59% | No change | 25,738 | $12.9M |
| Focus Partners Advisor Solutions, LLC | 0.34% | Add +56.2% | 25,726 | $12.9M |
| Evergreen Capital Management LLC | 0.47% | Add +2.9% | 25,615 | $12.9M |
| Rareview Capital LLC | 12.30% | Reduce -12.3% | 25,704 | $12.9M |
| Everett Harris & Co. | 0.16% | Reduce -25.1% | 25,600 | $12.8M |
| Mandatum Life Insurance Co Ltd | 4.27% | Reduce -11.0% | 25,495 | $12.8M |
| Tiger Management L.L.C. | 100.00% | Add +296.1% | 25,350 | $12.7M |
| Crewe Advisors LLC | 1.43% | Add +0.6% | 25,434 | $12.7M |
| Worth Asset Management, LLC | 7.54% | Add +2051.0% | 25,382 | $12.7M |
| IHT Wealth Management, LLC | 0.47% | Add +10.7% | 25,378 | $12.7M |
| Dodds Wealth, LLC | 4.93% | Add +9.1% | 24,705 | $12.6M |
| Advisory Services & Investments, LLC | 8.76% | Reduce -0.5% | 25,199 | $12.6M |
| Graypoint LLC | 0.87% | Add +2.5% | 25,044 | $12.5M |
| Bangor Savings Bank | 1.25% | Add +0.4% | 25,040 | $12.5M |
| Prudential PLC | 0.09% | Add +66.7% | 25,000 | $12.5M |
| Sowell Financial Services LLC | 0.59% | Reduce -4.4% | 24,658 | $12.4M |
| Victory Financial Group, LLC | 5.78% | Add +337.8% | 24,694 | $12.4M |
| Thoroughbred Financial Services, LLC | 0.82% | Add +45.2% | 24,579 | $12.3M |
| Headlands Technologies LLC | 1.30% | Add +31.5% | 24,503 | $12.3M |
| Good Life Advisors, LLC | 1.01% | Reduce -1.2% | 24,488 | $12.2M |
| Kohmann Bosshard Financial Services, LLC | 1.65% | Add +2.6% | 24,467 | $12.2M |
| Per Stirling Capital Management, LLC. | 1.96% | Add +27.3% | 24,349 | $12.2M |
| Hilltop National Bank | 3.91% | Add +11.1% | 24,335 | $12.2M |
| Rossmore Private Capital | 1.60% | Add +0.2% | 24,312 | $12.2M |
| Piedmont Capital Management, LLC | 8.24% | No change | 25,417 | $12.1M |
| Joel Isaacson & Co., LLC | 0.64% | Add +3.9% | 24,291 | $12.1M |
| Nicolet Advisory Services, LLC | 1.16% | Reduce -0.6% | 23,419 | $12.1M |
| Traphagen Investment Advisors LLC | 1.31% | Reduce -0.0% | 24,055 | $12.0M |
| First American Bank | 0.90% | Reduce -0.1% | 23,993 | $12.0M |
| Capital City Trust Co. | 3.26% | Add +10.5% | 23,988 | $12.0M |
| Global Endowment Management, LP | 1.26% | New | 23,862 | $11.9M |
| Zuckerman Investment Group, LLC | 1.37% | Add +9.0% | 23,764 | $11.9M |
| Wintrust Investments LLC | 0.96% | Reduce -1.5% | 23,678 | $11.8M |
| Allworth Financial LP | 0.08% | Add +1.1% | 23,306 | $11.8M |
| Eight 31 Financial, LLC | 9.04% | Reduce -53.2% | 23,477 | $11.7M |
| Vectors Research Management, LLC | 3.60% | Reduce -20.1% | 23,442 | $11.7M |
| Pachira Investments Inc. | 10.32% | Reduce -1.5% | 23,270 | $11.6M |
| Armstrong Advisory Group, Inc. | 1.03% | Reduce -8.0% | 23,265 | $11.6M |
| WorthPointe, LLC | 5.29% | New | 23,213 | $11.6M |
| Professional Financial Advisors, LLC | 3.20% | Add +0.8% | 23,206 | $11.6M |
| IMC-Chicago, LLC | 0.37% | Reduce -27.6% | 23,194 | $11.6M |
| Lloyd Advisory Services, LLC. | 5.46% | New | 23,179 | $11.6M |
| Abound Wealth Management | 4.24% | Reduce -5.7% | 23,017 | $11.5M |
| Delta Wealth Advisors LLC | 11.26% | Add +76.0% | 22,972 | $11.5M |
| Waterloo Capital, L.P. | 1.36% | Add +2.7% | 22,700 | $11.4M |
| Baron Silver Stevens Financial Advisors, LLC | 2.17% | Reduce -0.2% | 22,678 | $11.3M |
| Resonant Capital Advisors, LLC | 0.92% | Reduce -1.4% | 22,592 | $11.3M |
| Moulton Wealth Management, Inc. | 10.23% | Add +979.6% | 21,949 | $11.3M |
| Whittier Trust Co. | 0.16% | Add +46.3% | 22,517 | $11.3M |
| Snowden Capital Advisors LLC | 0.34% | Add +2.9% | 22,341 | $11.2M |
| Flower City Capital | 7.15% | Reduce -1.1% | 22,063 | $11.1M |
| Orser Capital Management, LLC | 8.31% | Add +222.7% | 22,090 | $11.0M |
| SignalPoint Asset Management, LLC | 2.94% | Add +161.0% | 22,019 | $11.0M |
| Ategra Capital Management, LLC | 9.42% | Reduce -38.0% | 21,974 | $11.0M |
| Insigneo Advisory Services, LLC | 1.24% | Add +13.2% | 23,064 | $11.0M |
| Park Avenue Securities LLC | 0.13% | Add +18.7% | 21,754 | $10.9M |
| ArchPoint Investors | 4.08% | No change | 21,661 | $10.9M |
| Founders Financial Securities LLC | 1.03% | Add +3.3% | 21,705 | $10.9M |
| Schneider Downs Wealth Management Advisors, LP | 2.41% | Reduce -1.3% | 21,681 | $10.8M |
| BancFirst Trust & Investment Management | 5.05% | Reduce -4.0% | 21,292 | $10.7M |
| Washington Trust Advisors, Inc. | 0.98% | Add +0.5% | 21,367 | $10.7M |
| Running Point Capital Advisors, LLC | 4.39% | Add +6.4% | 21,226 | $10.6M |
| West Financial Advisors, LLC | 2.19% | Add +0.9% | 21,110 | $10.6M |
| Flagship Harbor Advisors, LLC | 0.63% | Add +0.8% | 21,053 | $10.5M |
| Sunburst Financial Group, LLC | 2.84% | Reduce -0.5% | 20,937 | $10.5M |
| CSM Advisors, LLC | 0.74% | Reduce -8.1% | 20,920 | $10.5M |
| Sivia Capital Partners, LLC | 6.98% | Add +2.5% | 20,854 | $10.4M |
| AlphaStar Capital Management, LLC | 0.96% | Add +35.5% | 20,848 | $10.4M |
| Legacy Advisors, LLC | 1.26% | Add +1.0% | 20,601 | $10.3M |
| Florida Financial Advisors, LLC | 6.17% | Add +26.4% | 20,573 | $10.3M |
| Independent Financial Group, LLC | 0.41% | Add +11.0% | 20,545 | $10.3M |
| Beacon Bridge Wealth Partners, LLC | 4.70% | Reduce -1.0% | 20,501 | $10.3M |
| LS Investment Advisors, LLC | 1.60% | Add +3.9% | 20,447 | $10.2M |
| Parkside Financial Bank & Trust | 1.60% | Add +3.8% | 20,389 | $10.2M |
| Aptus Capital Advisors, LLC | 0.19% | Reduce -48.2% | 20,382 | $10.2M |
| Okabena Investment Services Inc. | 3.23% | Reduce -33.1% | 20,371 | $10.2M |
| Wetzel Investment Advisors, Inc. | 5.83% | Reduce -0.3% | 21,092 | $10.1M |
| Activest Wealth Management | 3.33% | Add +6.3% | 20,206 | $10.1M |
| Coombe, Bender & Co LLC | 5.93% | Reduce -6.7% | 20,126 | $10.1M |
| TRUE Private Wealth Advisors | 1.14% | Reduce -3.7% | 20,085 | $10.0M |
| Bryant Woods Investment Advisors, LLC | 7.28% | Reduce -23.4% | 25,485 | $10.0M |
| F/m Investments LLC | 0.36% | New | 19,882 | $9.9M |
| Copperwynd Financial, LLC | 3.24% | Add +1.5% | 19,606 | $9.9M |
| Laurel Wealth Planning LLC | 6.90% | Reduce -6.0% | 19,829 | $9.9M |
| Halpern Financial, Inc. | 2.72% | Add +12.8% | 19,821 | $9.9M |
| Stelac Advisory Services LLC | 4.15% | Add +5.2% | 19,770 | $9.9M |
| Adams Wealth Management | 2.28% | Add +3.9% | 19,768 | $9.9M |
| CacheTech Inc. | 2.28% | — | 19,768 | $9.9M |
| Sage Investment Advisers LLC | 11.05% | Add +5.6% | 19,546 | $9.8M |
| LifePlan Investment Advisors, Inc. | 7.04% | Add +1.4% | 19,535 | $9.8M |
| Coyle Financial Counsel LLC | 3.48% | No change | 20,263 | $9.7M |
| Berger Financial Group, Inc | 0.77% | Add +3.0% | 19,405 | $9.7M |
| Compound Planning, Inc. | 0.71% | Add +67.9% | 19,273 | $9.6M |
| Websterrogers Financial Advisors, LLC | 3.43% | Add +0.7% | 19,266 | $9.6M |
| KWB Wealth | 1.32% | Reduce -0.0% | 19,997 | $9.6M |
| Hikari Power Ltd | 0.87% | No change | 19,200 | $9.6M |
| Edgestream Partners, L.P. | 0.46% | Reduce -4.2% | 19,128 | $9.6M |
| FSA Advisors, Inc. | 9.93% | Reduce -1.5% | 19,091 | $9.5M |
| BluePointe Capital Management, LLC | 6.37% | Add +0.8% | 18,924 | $9.5M |
| Evolution Wealth Advisors, LLC | 1.85% | Reduce -30.2% | 18,984 | $9.5M |
| Denver PWM, LLC | 3.75% | Add +5.8% | 18,777 | $9.4M |
| Kingdom Financial Group LLC. | 6.34% | Reduce -9.4% | 18,740 | $9.4M |
| Family CFO Inc | 5.75% | Reduce -0.6% | 18,668 | $9.3M |
| Certuity, LLC | 0.74% | Add +3.9% | 18,623 | $9.3M |
| InTrack Investment Management Inc | 6.62% | Reduce -0.9% | 18,607 | $9.3M |
| Semmax Financial Advisors Inc. | 2.79% | Add +6.0% | 18,627 | $9.3M |
| Legacy Private Trust Co. | 0.66% | Add +4.4% | 18,541 | $9.3M |
| Harbor Investment Advisory, LLC | 0.96% | Reduce -0.3% | 18,474 | $9.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.54% | Add +4.7% | 18,460 | $9.2M |
| Disciplina Capital Management LLC | 1.53% | Reduce -11.9% | 18,454 | $9.2M |
| Laird Norton Wetherby Wealth Management, LLC | 0.44% | Add +1.5% | 18,436 | $9.2M |
| Personal Cfo Solutions, LLC | 1.41% | Add +5.6% | 18,405 | $9.2M |
| Aveo Capital Partners, LLC | 1.03% | Add +3.6% | 18,195 | $9.1M |
| GM Advisory Group, LLC | 0.59% | Add +6.3% | 18,163 | $9.1M |
| Greenhouse Wealth Management, LLC | 6.63% | Reduce -1.1% | 18,153 | $9.1M |
| Viewpoint Capital Management LLC | 5.55% | Add +1.8% | 18,147 | $9.1M |
| Mission Wealth Management, LP | 0.24% | Add +25.5% | 18,037 | $9.0M |
| Boston Trust Walden Corp | 0.07% | Reduce -2.0% | 18,030 | $9.0M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +227.5% | 17,993 | $9.0M |
| Leith Wheeler Investment Counsel Ltd. | 0.77% | Add +0.4% | 17,934 | $9.0M |
| Cobblestone Capital Advisors LLC | 0.55% | Add +137.7% | 17,917 | $9.0M |
| Americana Partners, LLC | 0.70% | Add +0.4% | 17,865 | $8.9M |
| Wealthspire Retirement, LLC | 0.75% | Reduce -4.4% | 17,832 | $8.9M |
| Allegiance Financial Group Advisory Services LLC | 3.40% | Reduce -2.6% | 17,775 | $8.9M |
| Golden Road Advisors LLC | 7.33% | Reduce -5.2% | 17,392 | $8.9M |
| Fort Sheridan Advisors LLC | 1.43% | Add +133.7% | 17,645 | $8.8M |
| Matrix Asset Advisors Inc. | 1.05% | Reduce -4.5% | 17,634 | $8.8M |
| Thrive Wealth Management, LLC | 1.71% | Reduce -0.3% | 17,444 | $8.7M |
| Bishop & Co Investment Management, LLC | 5.28% | Reduce -0.1% | 17,388 | $8.7M |
| Defined Wealth Management, LLC | 6.04% | Add +0.5% | 17,367 | $8.7M |
| Connecticut Wealth Management, LLC | 0.45% | Reduce -9.7% | 17,346 | $8.7M |
| Guggenheim Capital LLC | 0.06% | Reduce -6.0% | 17,228 | $8.6M |
| Bridgewater Advisors Inc. | 1.06% | New | 17,392 | $8.6M |
| Pullen Investment Management, LLC | 7.11% | Add +2.8% | 17,158 | $8.6M |
| Stevard, LLC | 7.42% | Reduce -0.2% | 17,157 | $8.6M |
| TD Capital Management LLC | 0.90% | Add +0.1% | 17,149 | $8.6M |
| Marble Harbor Investment Counsel, LLC | 1.01% | Reduce -1.2% | 17,102 | $8.6M |
| New England Asset Management Inc. | 1.48% | Reduce -19.6% | 16,975 | $8.5M |
| Cannell & Spears LLC | 0.18% | Add +11.3% | 16,952 | $8.5M |
| First United Bank & Trust | 3.15% | Reduce -1.1% | 16,948 | $8.5M |
| Western Wealth Management, LLC | 0.63% | Add +15.3% | 16,911 | $8.5M |
| Clifford Swan Investment Counsel LLC | 0.32% | Add +1.2% | 16,878 | $8.4M |
| Autumn Glory Partners, LLC | 4.29% | Add +0.8% | 16,823 | $8.4M |
| Sapient Capital LLC | 0.17% | Reduce -64.1% | 16,713 | $8.4M |
| N.E.W. Advisory Services LLC | 0.90% | Add +4.1% | 16,762 | $8.4M |
| Smartleaf Asset Management LLC | 1.37% | Add +29.3% | 16,607 | $8.4M |
| Luminvest Wealth Management LLC | 3.92% | Add +52.4% | 16,637 | $8.4M |
| Navis Wealth Advisors, LLC | 9.55% | No change | 16,649 | $8.3M |
| Wellington Shields Capital Management, LLC | 1.51% | Reduce -12.2% | 16,631 | $8.3M |
| SOL Capital Management CO | 0.99% | Add +4.3% | 16,551 | $8.3M |
| Red Cedar Investment Management, LLC | 1.13% | Reduce -20.3% | 16,546 | $8.3M |
| New England Private Wealth Advisors LLC | 1.44% | Reduce -0.6% | 16,545 | $8.3M |
| Clark Capital Management Group, Inc. | 0.06% | Reduce -2.8% | 16,533 | $8.3M |
| Belvedere Trading LLC | 0.44% | Add +1443.3% | 16,529 | $8.3M |
| Visionary Wealth Advisors | 0.54% | Reduce -3.8% | 16,490 | $8.2M |
| Pinnacle Associates Ltd. | 0.13% | Add +12.5% | 16,475 | $8.2M |
| Whitaker-Myers Wealth Managers, LTD. | 3.03% | Add +3.5% | 16,433 | $8.2M |
| Main Street Financial Solutions, LLC | 0.77% | Add +9.9% | 16,411 | $8.2M |
| NavPoint Financial, Inc. | 7.11% | Add +0.7% | 16,381 | $8.2M |
| GC Wealth Management RIA, LLC | 1.61% | Add +21.8% | 16,303 | $8.2M |
| First Foundation Advisors | 0.31% | Reduce -1.8% | 16,223 | $8.1M |
| North Star Asset Management Inc. | 0.38% | Reduce -40.1% | 16,178 | $8.1M |
| Rockwood Wealth Management, LLC | 0.98% | Add +2.3% | 16,020 | $8.0M |
| Essex Bank | 2.14% | Add +5.5% | 15,918 | $8.0M |
| Heritage Investors Management Corp. | 0.28% | Reduce -1.1% | 15,886 | $7.9M |
| Csenge Advisory Group | 0.45% | Reduce -4.7% | 15,840 | $7.9M |
| Pitcairn Co. | 0.48% | Add +2.1% | 15,834 | $7.9M |
| Empower Advisory Group, LLC | 0.03% | Reduce -10.5% | 15,824 | $7.9M |
| Rothschild Investment LLC | 0.55% | Add +3.0% | 15,775 | $7.9M |
| Nicolet Bankshares Inc. | 1.65% | Add +23.6% | 15,764 | $7.9M |
| Lazard Asset Management LLC | 0.01% | Reduce -7.0% | 15,747 | $7.9M |
| Alpha Cubed Investments, LLC | 0.38% | Reduce -2.6% | 15,739 | $7.9M |
| Future Financial Wealth Managment LLC | 6.91% | Reduce -3.5% | 15,714 | $7.9M |
| Stock Yards Bank & Trust Co. | 0.26% | Add +0.7% | 15,698 | $7.9M |
| White Lighthouse Investment Management Inc. | 1.51% | Reduce -1.6% | 15,680 | $7.8M |
| Legacy Capital Wealth Partners, LLC | 2.00% | New | 15,670 | $7.8M |
| Midland Wealth Advisors, LLC | 0.46% | Add +4.6% | 15,658 | $7.8M |
| Coastline Trust Co | 0.92% | Add +11.8% | 15,640 | $7.8M |
| Cypress Point Wealth Management, LLC | 3.70% | Add +8.9% | 15,634 | $7.8M |
| Oarsman Capital, Inc. | 1.72% | Add +79.7% | 15,627 | $7.8M |
| Operose Advisors LLC | 2.75% | Add +2.4% | 15,548 | $7.8M |
| ICONIQ Capital, LLC | 0.17% | Reduce -0.1% | 15,510 | $7.8M |
| Northstar Asset Management Inc. | 1.98% | New | 15,481 | $7.7M |
| Prosperitas Financial LLC | 4.72% | Reduce -1.2% | 15,471 | $7.7M |
| Marotta Asset Management | 1.60% | Reduce -3.8% | 15,415 | $7.7M |
| Canal Capital Management, LLC | 1.32% | No change | 15,430 | $7.7M |
| Bremer Bank National Association | 1.50% | Reduce -6.5% | 15,370 | $7.7M |
| YHB Investment Advisors, Inc. | 0.66% | Add +0.9% | 15,363 | $7.7M |
| Dakota Wealth Management | 0.18% | Add +6.1% | 15,347 | $7.7M |
| SteelPeak Wealth, LLC | 0.36% | Add +34.9% | 15,278 | $7.7M |
| Greenwich Wealth Management LLC | 0.56% | Add +4.1% | 15,331 | $7.7M |
| Embree Financial Group | 1.47% | Add +0.7% | 15,318 | $7.7M |
| Reliant Wealth Planning | 3.53% | Reduce -20.5% | 15,309 | $7.7M |
| MMBG Investment Advisors Co. | 0.82% | Reduce -13.9% | 15,285 | $7.6M |
| Hilltop Holdings Inc. | 0.89% | Reduce -14.2% | 15,258 | $7.6M |
| Rockland Trust Co. | 0.40% | Reduce -0.4% | 15,237 | $7.6M |
| Facet Wealth, Inc. | 0.23% | Add +0.3% | 15,246 | $7.6M |
| Quantinno Capital Management LP | 0.14% | Add +14.6% | 15,095 | $7.5M |
| Hoese & Co LLP | 6.58% | Reduce -2.6% | 15,551 | $7.5M |
| AdvisorNet Financial, Inc | 0.68% | Add +4.5% | 15,032 | $7.5M |
| Capital Investment Advisors, LLC | 0.17% | Add +22.9% | 15,016 | $7.5M |
| Sequent Asset Management, LLC | 3.77% | Add +0.1% | 14,977 | $7.5M |
| Collective Family Office LLC | 2.19% | Add +13.4% | 14,900 | $7.5M |
| Pine Valley Investments Ltd Liability Co | 0.55% | Add +10.2% | 14,802 | $7.4M |
| Smith, Moore & Co. | 0.76% | Add +1.3% | 14,817 | $7.4M |
| Strengthening Families & Communities, LLC | 2.12% | New | 14,762 | $7.4M |
| Modera Wealth Management, LLC | 0.11% | Add +10.3% | 14,756 | $7.4M |
| PAX Financial Group, LLC | 1.44% | Reduce -9.0% | 14,750 | $7.4M |
| Citizens Business Bank | 1.56% | Reduce -3.8% | 14,731 | $7.4M |
| Florida Trust Wealth Management Co | 0.25% | Add +6.1% | 14,681 | $7.3M |
| Tanager Wealth Management LLP | 1.09% | Add +28.2% | 14,586 | $7.3M |
| CPC Advisors, LLC | 1.21% | Reduce -3.5% | 14,635 | $7.3M |
| Landaas & Co. /Wi | 2.23% | Add +7.9% | 14,630 | $7.3M |
| Financial Enhancement Group LLC | 1.17% | Reduce -17.8% | 14,601 | $7.3M |
| Smart Money Group LLC | 2.60% | Reduce -2.8% | 14,386 | $7.3M |
| Tudor Investment Corporation | 0.08% | Add +1115.3% | 14,547 | $7.3M |
| Benjamin F. Edwards & Company, Inc. | 0.13% | Add +5.5% | 14,458 | $7.2M |
| CreativeOne Wealth, LLC | 0.37% | Reduce -17.9% | 14,452 | $7.2M |
| McCollum Christoferson Group LLC | 2.15% | Add +15.3% | 14,432 | $7.2M |
| Sumitomo Mitsui Financial Group, Inc. | 0.22% | Add +3.1% | 14,427 | $7.2M |
| Hyman Charles D | 0.40% | Add +1.0% | 14,380 | $7.2M |
| Stephen J. Garry & Associates, LLC | 7.26% | Add +3.9% | 14,343 | $7.2M |
| Ayalon Insurance Comp Ltd. | 2.36% | Add +2.6% | 14,268 | $7.2M |
| Private Trust Co. NA | 0.76% | Reduce -0.3% | 14,178 | $7.1M |
| Better Money Decisions, LLC | 5.32% | Add +13.8% | 14,134 | $7.1M |
| FDx Advisors, Inc. | 1.94% | Reduce -4.1% | 14,065 | $7.0M |
| DF Dent & Co. Inc. | 0.09% | No change | 14,037 | $7.0M |
| Bridgewealth Advisory Group, LLC | 3.11% | Reduce -0.8% | 14,009 | $7.0M |
| Patten & Patten Inc. | 0.49% | Add +2.5% | 13,898 | $7.0M |
| Discipline Wealth Solutions, LLC | 5.47% | Add +11.6% | 13,866 | $6.9M |
| Creative Financial Designs Inc. | 0.62% | Add +10.9% | 13,854 | $6.9M |
| Trilogy Capital Inc. | 0.38% | Add +2864.7% | 13,845 | $6.9M |
| Salem Investment Counselors Inc. | 0.22% | Add +1.5% | 13,738 | $6.9M |
| Qube Research & Technologies Ltd | 0.01% | Add +38.4% | 13,714 | $6.9M |
| Vision Capital Management, Inc. | 1.02% | Reduce -3.8% | 13,703 | $6.9M |
| Mendel Capital Management LLC | 4.43% | Add +1.6% | 13,697 | $6.9M |
| Flputnam Investment Management Co. | 0.13% | Add +6.5% | 13,686 | $6.8M |
| Connable Office Inc. | 0.74% | Reduce -2.5% | 13,673 | $6.8M |
| Global Financial Private Client, LLC | 2.85% | Reduce -6.5% | 13,638 | $6.8M |
| International Assets Investment Management, LLC | 0.64% | Add +4.6% | 13,630 | $6.8M |
| Columbus Macro, LLC | 2.63% | Reduce -11.1% | 13,628 | $6.8M |
| Coppell Advisory Solutions LLC | 1.12% | — | 13,587 | $6.8M |
| Monetta Financial Services Inc. | 5.84% | No change | 13,500 | $6.8M |
| Phoenix Financial Ltd. | 0.10% | Add +81.7% | 13,481 | $6.8M |
| Chicago Capital, LLC | 0.20% | Add +0.5% | 13,488 | $6.7M |
| NORTHSTAR ASSET MANAGEMENT Co | 1.63% | Reduce -1.7% | 13,460 | $6.7M |
| Independent Family Office, LLC | 3.84% | Add +29.6% | 13,442 | $6.7M |
| Ridgecrest Wealth Partners, LLC | 4.03% | Add +1.8% | 13,379 | $6.7M |
| GYL Financial Synergies, LLC | 0.52% | Add +7.7% | 13,369 | $6.7M |
| Monterey Private Wealth, Inc. | 2.49% | Reduce -1.9% | 13,316 | $6.7M |
| Cypress Wealth Services, LLC | 1.47% | Add +1.0% | 13,216 | $6.6M |
| Bradley Foster & Sargent Inc. | 0.12% | Add +15.8% | 13,214 | $6.6M |
| Trust Co. of Vermont | 0.36% | Add +28.7% | 13,202 | $6.6M |
| Coerente Capital Management | 1.29% | No change | 13,200 | $6.6M |
| Hudock, Inc. | 1.23% | Add +20.9% | 13,156 | $6.6M |
| Dana Investment Advisors, Inc. | 0.22% | Reduce -0.3% | 13,156 | $6.6M |
| Annapolis Financial Services, LLC | 2.13% | Reduce -0.7% | 13,155 | $6.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.20% | Reduce -1.9% | 13,097 | $6.6M |
| Peak Asset Management, LLC | 1.28% | Add +62.2% | 13,091 | $6.5M |
| Relyea Zuckerberg Hanson LLC | 1.10% | Add +7.3% | 13,077 | $6.5M |
| First Financial Bankshares Inc | 0.15% | Reduce -15.3% | 13,064 | $6.5M |
| Bollard Group LLC | 0.18% | No change | 13,055 | $6.5M |
| Ascent Group, LLC | 0.53% | Add +3.3% | 13,031 | $6.5M |
| Certified Advisory Corp | 0.82% | Add +22.4% | 13,011 | $6.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.96% | Add +17.3% | 12,991 | $6.5M |
| Vantage Financial Partners, LLC | 1.67% | Reduce -8.1% | 12,846 | $6.4M |
| C M Bidwell & Associates Ltd. | 4.29% | Reduce -3.0% | 12,818 | $6.4M |
| Newman Dignan & Sheerar, Inc. | 1.64% | Add +1.4% | 12,718 | $6.4M |
| Breakwater Capital Group | 1.44% | Add +2.8% | 12,715 | $6.4M |
| Parthenon LLC | 0.81% | Reduce -0.1% | 12,703 | $6.4M |
| Nomura Asset Management Co. Ltd. | 0.02% | Reduce -28.9% | 12,671 | $6.3M |
| Private Wealth Strategies, L.L.C. | 1.27% | Reduce -1.6% | 12,670 | $6.3M |
| Cadence Bank | 0.47% | Add +2.6% | 12,614 | $6.3M |
| LaSalle St. Investment Advisors, LLC | 3.15% | Reduce -12.6% | 12,606 | $6.3M |
| Oxford Financial Group, LTD. LLC | 0.41% | Reduce -2.0% | 12,488 | $6.2M |
| Pallas Capital Advisors LLC | 0.28% | Reduce -0.9% | 12,271 | $6.2M |
| Warner Financial, Inc. | 3.01% | Add +6.4% | 12,356 | $6.2M |
| Saiph Capital, LLC | 2.76% | Reduce -0.4% | 12,352 | $6.2M |
| Centaurus Financial, Inc. | 0.41% | Add +0.5% | 12,351 | $6.2M |
| Bluesphere Advisors LLC | 3.14% | Add +2.1% | 12,327 | $6.2M |
| Crumly & Associates Inc. | 1.77% | Reduce -0.1% | 12,291 | $6.1M |
| Uptick Partners, LLC | 4.71% | Reduce -0.9% | 12,750 | $6.1M |
| Safeguard Investment Advisory Group, LLC | 1.90% | Reduce -1.0% | 12,224 | $6.1M |
| SP Asset Management LLC | 0.56% | Reduce -1.1% | 12,203 | $6.1M |
| SeaCrest Wealth Management, LLC | 0.69% | Add +25.6% | 12,203 | $6.1M |
| SpiderRock Advisors, LLC | 0.16% | Reduce -36.9% | 12,178 | $6.1M |
| Cozad Asset Management Inc. | 0.61% | Add +9.3% | 12,178 | $6.1M |
| Asset Planning Corporation | 4.55% | Reduce -6.9% | 12,165 | $6.1M |
| Hills Bank & Trust Co | 0.49% | Reduce -8.1% | 12,140 | $6.1M |
| D'Orazio & Associates, Inc. | 0.93% | Add +0.3% | 12,134 | $6.1M |
| Wakefield Asset Management LLLP | 2.12% | Add +1.8% | 12,109 | $6.1M |
| Masso Torrence Wealth Management Inc. | 3.35% | Add +5.7% | 12,064 | $6.0M |
| Gotham Asset Management | 0.08% | Add +115.8% | 11,979 | $6.0M |
| BCGM Wealth Management, LLC | 2.07% | Reduce -0.7% | 11,973 | $6.0M |
| Menora Mivtachim Holdings LTD. | 0.04% | Reduce -12.5% | 11,885 | $5.9M |
| Pettyjohn, Wood & White, Inc. | 1.15% | Add +1.3% | 11,867 | $5.9M |
| Market Street Wealth Management Advisors LLC | 1.02% | Reduce -1.6% | 11,845 | $5.9M |
| Summit Financial Strategies, Inc. | 0.73% | Add +0.6% | 11,802 | $5.9M |
| Horizon Investments, LLC | 0.16% | Add +1.3% | 11,798 | $5.9M |
| SMART Wealth LLC | 2.39% | Reduce -3.4% | 11,793 | $5.9M |
| Verus Capital Partners, LLC | 0.61% | Reduce -5.0% | 11,674 | $5.8M |
| Partners in Financial Planning | 1.26% | Reduce -7.3% | 11,615 | $5.8M |
| Seven Mile Advisory | 4.27% | Add +1.0% | 11,614 | $5.8M |
| Traynor Capital Management, Inc. | 0.49% | Add +18.8% | 11,612 | $5.8M |
| GSG Advisors LLC | 2.03% | Reduce -0.3% | 11,478 | $5.8M |
| Advocacy Wealth Management, LLC | 0.47% | Reduce -0.1% | 11,488 | $5.7M |
| Waller Financial Planning Group, Inc. | 1.53% | Add +5.6% | 11,387 | $5.7M |
| Stokes Family Office, LLC | 0.67% | Reduce -8.3% | 11,381 | $5.7M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 11,366 | $5.7M |
| Family Wealth Partners, LLC | 2.94% | Add +4.3% | 11,340 | $5.7M |
| ARS Wealth Advisors Group, LLC | 0.74% | Reduce -0.4% | 11,332 | $5.7M |
| Schear Investment Advisers, LLC | 4.07% | Reduce -29.4% | 11,272 | $5.6M |
| Glass Jacobson Investment Advisors llc | 2.05% | Add +6.6% | 11,227 | $5.6M |
| BSW Wealth Partners | 0.92% | Reduce -2.1% | 11,215 | $5.6M |
| Marshall Wace, LLP | 0.01% | Reduce -98.8% | 11,177 | $5.6M |
| Searcy Financial Services Inc. | 2.79% | Add +1.3% | 11,172 | $5.6M |
| Park National Corp. | 0.21% | Add +0.3% | 11,146 | $5.6M |
| Flagstar Securities, Inc. | 1.53% | Reduce -2.0% | 11,100 | $5.6M |
| Cohen & Steers, Inc. | 0.01% | No change | 11,132 | $5.6M |
| Alera Investment Advisors, LLC | 0.67% | Reduce -6.4% | 11,119 | $5.6M |
| Kiely Wealth Advisory Group, Inc. | 3.06% | Add +9.7% | 11,424 | $5.6M |
| Trinity Financial Advisors LLC | 2.48% | Add +12.1% | 11,054 | $5.5M |
| Axxcess Wealth Management, LLC | 0.15% | Add +22.9% | 11,091 | $5.5M |
| ERn Financial, LLC | 0.92% | Reduce -0.7% | 11,064 | $5.5M |
| Luken Investment Analytics, LLC | 2.78% | Reduce -4.1% | 11,061 | $5.5M |
| FSC Wealth Advisors, LLC | 4.07% | Reduce -2.3% | 11,009 | $5.5M |
| Cercano Management LLC | 0.15% | No change | 10,935 | $5.5M |
| Hutchens & Kramer Investment Management Group, LLC | 3.03% | Reduce -1.5% | 10,934 | $5.5M |
| Journey Strategic Wealth LLC | 0.23% | Reduce -4.1% | 10,897 | $5.4M |
| WealthCare Investment Partners, LLC | 2.53% | Add +1.1% | 10,891 | $5.4M |
| Long Run Wealth Advisors, LLC | 1.38% | Reduce -0.6% | 10,869 | $5.4M |
| Kinloch Capital, LLC | 2.83% | Add +1.2% | 10,853 | $5.4M |
| Northstar Advisory Group, LLC | 3.10% | Add +0.2% | 10,725 | $5.4M |
| Mitchell Sinkler & Starr | 1.37% | Add +12.0% | 10,582 | $5.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.55% | Add +18.6% | 10,704 | $5.4M |
| Frisch Financial Group, Inc. | 1.62% | Add +29.0% | 10,694 | $5.3M |
| Waterfront Wealth Inc. | 1.45% | Reduce -4.0% | 10,691 | $5.3M |
| Transcend Capital Advisors, LLC | 0.39% | Reduce -6.9% | 10,622 | $5.3M |
| Evernest Financial Advisors, LLC | 2.38% | Add +0.1% | 10,620 | $5.3M |
| Sunpointe, LLC | 3.45% | Add +89.6% | 10,567 | $5.3M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Add +11.4% | 10,597 | $5.3M |
| Cutter & CO Brokerage, Inc. | 1.28% | Reduce -0.8% | 10,590 | $5.3M |
| WCG Wealth Advisors LLC | 0.39% | New | 10,551 | $5.3M |
| Detalus Advisors, LLC | 1.81% | Add +0.1% | 10,541 | $5.3M |
| Soltis Investment Advisors LLC | 0.56% | Reduce -6.9% | 10,536 | $5.3M |
| Keystone Wealth Services, LLC | 1.63% | Reduce -2.4% | 10,491 | $5.2M |
| Beacon Capital Management, LLC | 0.97% | Add +3.6% | 10,488 | $5.2M |
| Wiser Advisor Group LLC | 8.24% | Reduce -0.2% | 10,474 | $5.2M |
| Mattern Capital Management, LLC | 0.72% | No change | 10,471 | $5.2M |
| Saxon Interests, Inc. | 2.49% | Reduce -0.6% | 10,469 | $5.2M |
| McDonald Partners LLC | 1.40% | No change | 10,440 | $5.2M |
| Arrowroot Family Office, LLC | 3.33% | Reduce -9.1% | 10,412 | $5.2M |
| Custos Family Office, LLC | 2.08% | Add +820.4% | 10,400 | $5.2M |
| Principal Securities, Inc. | 0.14% | Add +20.9% | 10,399 | $5.2M |
| Orrstown Financial Services Inc. | 2.74% | Reduce -1.5% | 10,392 | $5.2M |
| Fermata Advisors, LLC | 1.19% | Add +2.7% | 10,320 | $5.2M |
| Triasima Portfolio Management inc. | 0.47% | Reduce -0.8% | 10,320 | $5.2M |
| Raffa Wealth Management, LLC | 1.46% | Add +7.9% | 10,317 | $5.2M |
| Heritage Wealth Management, Inc. | 1.72% | — | 10,072 | $5.1M |
| West Bancorporation Inc. | 3.78% | Add +7.7% | 10,224 | $5.1M |
| Trust Point Inc. | 0.41% | Add +0.6% | 10,223 | $5.1M |
| American Investment Services, Inc. | 0.90% | Add +2.0% | 10,203 | $5.1M |
| Modus Advisors, LLC | 1.80% | Reduce -3.7% | 10,165 | $5.1M |
| Hoxton Planning & Management, LLC | 2.36% | Reduce -0.3% | 10,130 | $5.1M |
| Gouws Capital LLC | 3.60% | Add +0.1% | 10,045 | $5.0M |
| Canvas Wealth Advisors, LLC | 1.55% | Reduce -7.4% | 10,082 | $5.0M |
| West Michigan Advisors, LLC | 1.60% | Reduce -2.2% | 9,992 | $5.0M |
| Rockbridge Investment Management, LCC | 0.71% | Reduce -0.8% | 10,002 | $5.0M |
| First City Capital Management, Inc. | 2.79% | Add +33.7% | 9,949 | $5.0M |
| Sigma Investment Counselors Inc. | 0.31% | Reduce -3.9% | 9,928 | $5.0M |
| Silvercrest Asset Management Group LLC | 0.03% | Add +13.4% | 9,892 | $4.9M |
| Bank of New Hampshire | 1.28% | Reduce -3.0% | 9,845 | $4.9M |
| Anchor Investment Management, LLC | 0.51% | Add +3.2% | 9,836 | $4.9M |
| Bfsg, LLC | 0.62% | Add +6.2% | 9,834 | $4.9M |
| Trust Co. of Oklahoma | 1.72% | Add +0.1% | 9,774 | $4.9M |
| Relative Value Partners Group, LLC | 0.64% | Add +868.5% | 9,763 | $4.9M |
| Lake Street Private Wealth, LLC | 0.64% | Add +5.1% | 9,763 | $4.9M |
| Mountain Capital Investment Advisors Inc. | 1.21% | Add +2036.7% | 9,444 | $4.9M |
| L.M. Kohn & Company | 1.32% | Add +3.7% | 9,719 | $4.9M |
| Global Assets Advisory, LLC | 7.71% | Add +36.6% | 9,682 | $4.8M |
| Stegner Investment Associates Inc. | 3.48% | Reduce -7.6% | 9,677 | $4.8M |
| Peregrine Asset Advisers, Inc. | 1.91% | Reduce -4.1% | 9,676 | $4.8M |
| Vernal Point Advisors, LLC | 3.44% | No change | 9,628 | $4.8M |
| Lanark Financial, Inc. | 0.44% | Reduce -7.5% | 9,659 | $4.8M |
| ZWJ Investment Counsel Inc. | 0.21% | Add +3.4% | 9,609 | $4.8M |
| UMB Bank, n.a. | 0.08% | Reduce -33.3% | 9,567 | $4.8M |
| 1900 Wealth Management LLC | 0.45% | Add +25.7% | 9,551 | $4.8M |
| Mackenzie Financial Corp. | 0.01% | Add +6.8% | 9,548 | $4.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.14% | Reduce -0.1% | 9,533 | $4.8M |
| Pegasus Partners Ltd. | 0.48% | Add +0.1% | 9,513 | $4.8M |
| Allie Family Office LLC | 2.86% | No change | 10,690 | $4.8M |
| ICW Investment Advisors LLC | 2.14% | Add +1.3% | 9,408 | $4.7M |
| 25 LLC | 2.23% | Reduce -0.2% | 9,383 | $4.7M |
| Vista Capital Partners, Inc. | 0.58% | Add +2.0% | 9,374 | $4.7M |
| Stanley-Laman Group, Ltd. | 0.61% | Add +50.1% | 9,284 | $4.6M |
| Heritage Trust Co | 0.61% | Reduce -1.1% | 9,272 | $4.6M |
| Waters Parkerson & Co., LLC | 0.25% | Reduce -1.0% | 9,261 | $4.6M |
| Independence Bank of Kentucky | 1.22% | Add +19.8% | 9,205 | $4.6M |
| Arthur M. Cohen & Associates, LLC | 0.84% | Add +2.3% | 9,196 | $4.6M |
| Ariston Services Group | 4.42% | Reduce -1.1% | 9,166 | $4.6M |
| Sax Wealth Advisors, LLC | 0.44% | Add +2.5% | 9,159 | $4.6M |
| Blue Edge Capital, LLC | 0.76% | Reduce -1.7% | 9,150 | $4.6M |
| Capital Planning Advisors, LLC | 0.78% | Add +34.2% | 9,135 | $4.6M |
| Spirepoint Private Client, LLC | 0.64% | Reduce -3.0% | 9,067 | $4.5M |
| D.B. Root & Company, LLC | 1.54% | Add +4.0% | 9,012 | $4.5M |
| SRH Advisors, LLC | 1.50% | No change | 8,978 | $4.5M |
| Tyche Wealth Partners LLC | 1.09% | Add +2.3% | 8,948 | $4.5M |
| Prepared Retirement Institute LLC | 2.96% | Add +17.7% | 8,937 | $4.5M |
| Blue Bell Private Wealth Management, LLC | 0.92% | Reduce -0.3% | 8,922 | $4.5M |
| EPIQ Capital Group, LLC | 1.57% | Add +4.2% | 8,870 | $4.5M |
| Xcel Wealth Management, LLC | 1.41% | Reduce -1.1% | 8,900 | $4.5M |
| Stage Harbor Financial, LLC | 4.30% | Add +25.1% | 8,892 | $4.4M |
| Debussy Capital Management LP | 1.26% | Add +0.1% | 8,879 | $4.4M |
| Private Advisory Group LLC | 0.58% | Reduce -2.0% | 8,878 | $4.4M |
| Lindbrook Capital, LLC | 0.42% | Add +5.2% | 8,877 | $4.4M |
| Jacobi Capital Management LLC | 0.39% | Reduce -13.1% | 8,876 | $4.4M |
| Werba Rubin Papier Wealth Management | 1.22% | Reduce -6.2% | 8,868 | $4.4M |
| Douglass Winthrop Advisors, LLC | 0.09% | Reduce -8.0% | 8,862 | $4.4M |
| Advisory Alpha, LLC | 0.17% | Add +2.1% | 8,855 | $4.4M |
| JTC Employer Solutions Trustee Ltd | 0.30% | No change | 8,837 | $4.4M |
| Phillips Wealth Planners LLC | 4.65% | Reduce -2.1% | 8,558 | $4.4M |
| Yarger Wealth Strategies, LLC | 2.65% | Add +52.8% | 8,808 | $4.4M |
| B.O.S.S. Retirement Advisors, LLC | 1.12% | Add +494.0% | 8,767 | $4.4M |
| Callan Family Office, LLC | 0.84% | Add +5.9% | 8,759 | $4.4M |
| Merriman Wealth Management, LLC | 0.19% | Add +6.5% | 8,694 | $4.4M |
| Becker Capital Management Inc. | 0.15% | Add +1.9% | 8,659 | $4.3M |
| Ledgewood Wealth Advisors, LLC | 3.75% | Add +0.2% | 8,688 | $4.3M |
| Legacy Financial Strategies, LLC | 1.04% | Add +10.6% | 8,569 | $4.3M |
| Flow Traders U.S. LLC | 0.21% | Reduce -6.6% | 8,656 | $4.3M |
| Gradient Capital Advisors, LLC | 1.55% | Reduce -13.3% | 8,651 | $4.3M |
| Cullinan Associates Inc. | 0.24% | No change | 8,641 | $4.3M |
| Fonville Wealth Management LLC | 1.71% | Add +5.5% | 8,630 | $4.3M |
| Well Done, LLC | 0.90% | Reduce -6.3% | 8,625 | $4.3M |
| Klingman & Associates, LLC | 0.29% | Add +2.0% | 8,602 | $4.3M |
| Louisbourg Investments Inc. | 1.20% | Add +7.0% | 8,596 | $4.3M |
| Primoris Wealth Advisors, LLC | 3.43% | Add +9.2% | 8,583 | $4.3M |
| Quadcap Wealth Management, LLC | 0.77% | Add +85.0% | 8,558 | $4.3M |
| Magnus Financial Group LLC | 0.48% | Add +27.3% | 8,533 | $4.3M |
| Eagle Strategies LLC | 0.82% | Reduce -89.8% | 8,532 | $4.3M |
| Ignite Planners, LLC | 1.04% | Add +0.9% | 8,366 | $4.3M |
| Liberty Wealth Management LLC | 0.78% | Add +2880.4% | 269,517 | $4.3M |
| BTC Capital Management, Inc. | 0.39% | No change | 8,500 | $4.3M |
| Syon Capital LLC | 0.39% | No change | 8,455 | $4.2M |
| Aaron Wealth Advisors LLC | 0.59% | Add +113.2% | 8,450 | $4.2M |
| Whalerock Point Partners, LLC | 1.13% | Add +1.9% | 8,445 | $4.2M |
| Welch Group, LLC | 0.20% | Add +0.8% | 8,427 | $4.2M |
| Sagace Wealth Management LLC | 4.12% | — | 8,253 | $4.2M |
| Kingswood Wealth Advisors, LLC | 0.38% | Add +44.5% | 8,400 | $4.2M |
| TFO Wealth Partners, LLC | 0.82% | No change | 8,399 | $4.2M |
| Continuum Advisory, LLC | 0.61% | Add +6.9% | 8,394 | $4.2M |
| Signature Estate & Investment Advisors LLC | 0.10% | Add +589.7% | 8,304 | $4.2M |
| John G Ullman & Associates Inc. | 0.63% | Reduce -3.0% | 8,298 | $4.2M |
| Brooks, Moore & Associates, Inc. | 2.66% | Reduce -1.6% | 8,276 | $4.1M |
| Clarity Capital Advisors, LLC | 3.19% | Add +0.9% | 8,255 | $4.1M |
| Christensen, King & Associates Investment Services, Inc. | 2.04% | Add +10.1% | 8,250 | $4.1M |
| Sawyer & Company, Inc | 1.64% | Add +32.9% | 8,249 | $4.1M |
| Capital Wealth Management, LLC | 1.89% | Reduce -0.6% | 8,244 | $4.1M |
| Palisade Asset Management, LLC | 0.42% | Reduce -0.6% | 8,179 | $4.1M |
| RKL Wealth Management LLC | 0.39% | Reduce -2.3% | 8,166 | $4.1M |
| Clear Creek Financial Management, LLC | 0.49% | Reduce -0.1% | 8,152 | $4.1M |
| Essex Financial Services, Inc. | 0.30% | Add +18.4% | 8,344 | $4.1M |
| Advisors Capital Management, LLC | 0.07% | Reduce -14.4% | 8,130 | $4.1M |
| Legacy Edge Advisors, LLC | 0.75% | Add +12.1% | 8,097 | $4.0M |
| MorganRosel Wealth Management, LLC | 1.43% | Add +13.4% | 8,097 | $4.0M |
| Boyd Watterson Asset Management LLC | 1.17% | No change | 8,097 | $4.0M |
| Ami Investment Management Inc. | 1.41% | Reduce -0.6% | 8,093 | $4.0M |
| Center For Asset Management LLC | 2.66% | Add +685.5% | 8,028 | $4.0M |
| Kensington Asset Management, LLC | 0.43% | Reduce -99.1% | 8,000 | $4.0M |
| ProVise Management Group, LLC | 0.34% | Add +0.0% | 7,945 | $4.0M |
| FAS Wealth Partners, Inc. | 0.34% | Add +0.1% | 7,944 | $4.0M |
| Townsend Asset Management Corp. /NC/ | 1.53% | Add +5.9% | 7,918 | $4.0M |
| New Covenant Trust Company, N.A. | 4.54% | Reduce -0.2% | 7,818 | $3.9M |
| Next Capital Management LLC | 1.66% | Reduce -42.1% | 7,873 | $3.9M |
| Moors & Cabot, Inc. | 0.21% | Add +29.5% | 7,808 | $3.9M |
| Sovereign Financial Group, Inc. | 0.97% | Reduce -10.5% | 7,801 | $3.9M |
| First Pacific Financial | 1.00% | Reduce -6.7% | 7,792 | $3.9M |
| Insight Advisors, LLC/ PA | 0.71% | Add +107.2% | 7,786 | $3.9M |
| World Equity Group, Inc. | 1.16% | Reduce -50.3% | 7,771 | $3.9M |
| CFM Wealth Partners LLC | 0.71% | Reduce -0.5% | 7,770 | $3.9M |
| Members Advisory Group LLC | 2.11% | Add +26.0% | 7,740 | $3.9M |
| Lion Street Advisors, LLC | 1.43% | Add +29.9% | 7,728 | $3.9M |
| Safeguard Financial, LLC | 1.07% | Add +18.6% | 7,714 | $3.9M |
| Fee-Only Financial Planning, L.C. | 2.59% | No change | 7,706 | $3.9M |
| Jackson, Grant Investment Advisers, Inc. | 1.54% | Add +5.5% | 7,646 | $3.8M |
| Maia Wealth LLC | 1.15% | — | 7,381 | $3.8M |
| Berry Wealth Group, LP | 3.03% | New | 7,580 | $3.8M |
| Strategies Wealth Advisors, LLC | 0.55% | Reduce -1.2% | 7,579 | $3.8M |
| Adapt Wealth Advisors, LLC | 2.36% | Add +0.6% | 7,539 | $3.8M |
| Edmond DE Rothschild Holding S.A. | 0.06% | Add +0.4% | 7,500 | $3.8M |
| Ausdal Financial Partners, Inc. | 0.40% | Add +17.1% | 7,493 | $3.7M |
| Symphony Financial, Ltd. Co. | 0.68% | Add +0.4% | 7,433 | $3.7M |
| Strategic Investment Solutions, Inc. | 1.21% | — | 7,379 | $3.7M |
| Silver Oak Securities, Incorporated | 0.56% | Add +69.3% | 7,464 | $3.7M |
| Ridgewood Investments LLC | 1.87% | Reduce -1.7% | 7,454 | $3.7M |
| Ascentis Independent Advisors | 0.77% | — | 7,421 | $3.7M |
| Sage Capital Advisors,llc | 1.07% | Add +0.5% | 7,420 | $3.7M |
| Bath Savings Trust Co | 0.39% | Add +3.5% | 7,409 | $3.7M |
| Caldwell Trust Co | 0.41% | Add +210.6% | 7,383 | $3.7M |
| Leo Wealth, LLC | 0.38% | Add +0.3% | 7,371 | $3.7M |
| Lowe Brockenbrough & Co. Inc. | 0.24% | Reduce -2.5% | 7,328 | $3.7M |
| Rf&l Wealth Management, LLC | 2.78% | Add +4.8% | 7,318 | $3.7M |
| Cambridge Capital Management, LLC | 2.71% | Add +49.9% | 7,315 | $3.7M |
| PFG Investments, LLC | 0.26% | Add +14.2% | 7,292 | $3.6M |
| Security National Bank | 0.53% | No change | 7,278 | $3.6M |
| Truepoint, Inc. | 0.10% | Reduce -8.8% | 7,263 | $3.6M |
| Warwick Investment Management, Inc. | 0.85% | Add +3.5% | 7,253 | $3.6M |
| RW Investment Management LLC | 0.49% | Add +8.0% | 7,240 | $3.6M |
| FOCUS Wealth Advisors, LLC | 1.83% | No change | 7,117 | $3.6M |
| Family Investment Center, Inc. | 1.05% | Reduce -4.2% | 7,044 | $3.5M |
| Bryn Mawr Trust Advisors, LLC | 0.19% | Add +0.7% | 7,005 | $3.5M |
| Bristlecone Advisors, LLC | 0.30% | Reduce -2.6% | 7,001 | $3.5M |
| Stratos Investment Management, LLC | 0.29% | Add +15.8% | 6,991 | $3.5M |
| McAdam, LLC | 0.21% | Add +5.3% | 6,964 | $3.5M |
| Koss-Olinger Consulting, LLC | 0.32% | Add +730.6% | 6,952 | $3.5M |
| KPP Advisory Services LLC | 0.92% | Add +8.6% | 6,928 | $3.5M |
| Concentric Wealth Management, LLC | 0.90% | Add +0.2% | 6,911 | $3.5M |
| Biltmore Family Office, LLC | 0.64% | Add +0.9% | 6,885 | $3.5M |
| Sterling Group Wealth Management, LLC | 1.97% | — | 6,874 | $3.4M |
| Signaturefd, LLC | 0.07% | Add +26.1% | 6,865 | $3.4M |
| Auour Investments LLC | 1.27% | Reduce -3.0% | 6,842 | $3.4M |
| Harel Insurance Investments & Financial Services Ltd. | 0.06% | Reduce -19.7% | 6,894 | $3.4M |
| Keebeck Wealth Management | 0.50% | Add +2.1% | 6,802 | $3.4M |
| Goodwin Investment Advisory | 1.56% | Reduce -0.8% | 6,793 | $3.4M |
| Sheaff Brock Investment Advisors, LLC | 0.31% | Add +2.5% | 6,784 | $3.4M |
| Tradewinds, LLC. | 1.04% | New | 6,776 | $3.4M |
| Gries Financial LLC | 0.70% | Reduce -50.3% | 6,757 | $3.4M |
| Obsidian Cio, LLC | 0.80% | Add +2.5% | 6,699 | $3.4M |
| Avity Investment Management Inc. | 0.27% | Reduce -13.4% | 6,697 | $3.3M |
| New Century Financial Group, LLC | 1.41% | Add +637.4% | 6,659 | $3.3M |
| First Heartland Consultants, Inc. | 0.33% | Reduce -0.3% | 6,648 | $3.3M |
| Southland Equity Partners LLC | 0.95% | Reduce -80.1% | 6,644 | $3.3M |
| Guardian Capital Advisors LP | 0.35% | Add +0.1% | 6,441 | $3.3M |
| Root Financial Partners, LLC | 0.78% | Reduce -18.4% | 6,638 | $3.3M |
| Headinvest, LLC | 0.65% | Reduce -9.1% | 6,618 | $3.3M |
| Procyon Advisors, LLC | 0.24% | Add +14.4% | 6,611 | $3.3M |
| Greenline Partners, LLC | 0.50% | Add +211.1% | 6,588 | $3.3M |
| Childress Capital Advisors, LLC | 0.93% | Reduce -0.7% | 6,592 | $3.3M |
| Calamos Wealth Management LLC | 0.18% | No change | 6,592 | $3.3M |
| WoodTrust Financial Corp | 0.51% | New | 6,574 | $3.3M |
| Ferguson Wellman Capital Management, Inc. | 0.07% | Reduce -6.1% | 6,573 | $3.3M |
| Agate Pass Investment Management, LLC | 1.75% | Add +11.4% | 6,559 | $3.3M |
| Integrated Investment Consultants, LLC | 0.90% | No change | 6,821 | $3.3M |
| Aspen Grove Capital, LLC | 0.77% | Reduce -0.9% | 6,498 | $3.3M |
| Fi3 FINANCIAL ADVISORS, LLC | 1.43% | Reduce -15.2% | 6,503 | $3.3M |
| Wellspring Financial Advisors, LLC | 0.36% | Add +40.1% | 6,491 | $3.2M |
| Apella Capital, LLC | 0.14% | Add +12.0% | 6,349 | $3.2M |
| Forum Financial Management, LP | 0.06% | Add +7.8% | 6,485 | $3.2M |
| Consultiva Wealth Management, Corp. | 29.53% | Add +1.3% | 6,482 | $3.2M |
| BLB&B Advisors, LLC | 0.18% | Reduce -1.0% | 6,444 | $3.2M |
| Advisory Research Inc. | 0.61% | Reduce -3.2% | 6,443 | $3.2M |
| Asset Dedication, LLC | 0.22% | Reduce -7.5% | 6,436 | $3.2M |
| Ashton Thomas Private Wealth, LLC | 0.18% | Add +137.2% | 6,431 | $3.2M |
| Ellis Investment Partners, LLC | 0.68% | Add +10.4% | 6,431 | $3.2M |
| M3 Advisory Group, LLC | 2.64% | Reduce -4.0% | 6,422 | $3.2M |
| PGIM Custom Harvest LLC | 0.07% | Add +20.3% | 6,419 | $3.2M |
| LRI Investments, LLC | 0.36% | Add +2.8% | 6,406 | $3.2M |
| Allen Mooney & Barnes Investment Advisors LLC | 0.57% | Reduce -0.8% | 6,372 | $3.2M |
| Clarkston Capital Partners, LLC | 0.06% | Add +0.9% | 6,366 | $3.2M |
| Carmichael Hill & Associates, Inc. | 1.29% | Add +8.4% | 6,351 | $3.2M |
| New York Life Investment Management LLC | 0.03% | Reduce -47.7% | 6,339 | $3.2M |
| Full Sail Capital, LLC | 0.21% | Reduce -23.1% | 6,314 | $3.2M |
| Cornerstone Wealth Management, LLC | 0.24% | Add +39.1% | 6,303 | $3.2M |
| Sanctuary Wealth Management, L.L.C. | 2.38% | Add +51.0% | 6,275 | $3.1M |
| Viewpoint Investment Partners Corp. | 2.75% | No change | 6,272 | $3.1M |
| Quadrant Capital Group LLC | 0.23% | Add +2.0% | 6,248 | $3.1M |
| Mayflower Financial Advisors, LLC | 0.51% | Reduce -11.4% | 6,246 | $3.1M |
| Cooper/Haims Advisors, LLC | 1.75% | No change | 6,227 | $3.1M |
| Avondale Wealth Management | 2.12% | Reduce -1.4% | 6,191 | $3.1M |
| Ewa, LLC | 1.28% | Reduce -3.1% | 6,078 | $3.1M |
| Rebalance, LLC | 0.25% | Reduce -0.3% | 6,171 | $3.1M |
| 1776 Wealth LLC | 1.39% | Reduce -0.1% | 6,170 | $3.1M |
| Bill Few Associates, Inc. | 1.18% | Add +32.2% | 6,162 | $3.1M |
| Wealthstream Advisors, Inc. | 1.13% | No change | 6,162 | $3.1M |
| DGS Capital Management, LLC | 0.86% | Add +2.1% | 6,157 | $3.1M |
| Summit Global Investments | 0.22% | Reduce -0.6% | 6,151 | $3.1M |
| Bordeaux Wealth Advisors LLC | 0.59% | Add +7.1% | 6,142 | $3.1M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.08% | New | 6,131 | $3.1M |
| First PREMIER Bank | 0.82% | Add +3.7% | 6,116 | $3.1M |
| Gratus Capital, LLC | 0.12% | Add +57.6% | 6,093 | $3.0M |
| Bank of Marin | 2.63% | Reduce -18.9% | 6,092 | $3.0M |
| Black Swift Group, LLC | 0.70% | Reduce -4.1% | 6,086 | $3.0M |
| Arvest Trust Co. N A | 0.18% | Reduce -5.1% | 6,079 | $3.0M |
| Foster Dykema Cabot & Partners, LLC | 0.27% | No change | 6,056 | $3.0M |
| Grant/GrossMendelsohn, LLC | 1.39% | Add +13.2% | 6,058 | $3.0M |
| Sageworth Trust Co of South Dakota | 4.44% | Add +151.3% | 6,044 | $3.0M |
| Platform Technology Partners | 1.04% | — | 6,042 | $3.0M |
| Fiduciary Family Office, LLC | 1.19% | Reduce -31.2% | 6,032 | $3.0M |
| Cora Capital Advisors LLC | 1.55% | Reduce -1.8% | 6,018 | $3.0M |
| PACK Private Wealth, LLC | 1.84% | Add +0.4% | 5,932 | $3.0M |
| PDS Planning, Inc | 0.30% | Add +9.6% | 5,929 | $3.0M |
| Howard Wealth Management, LLC | 2.34% | Add +5.9% | 5,926 | $3.0M |
| Capasso Planning Partners LLC | 0.96% | Reduce -14.2% | 5,913 | $3.0M |
| Clarity Capital Partners LLC | 1.81% | Add +10.7% | 5,911 | $3.0M |
| Davis R M Inc. | 0.06% | Add +45.4% | 5,910 | $3.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.15% | Add +8.7% | 5,907 | $3.0M |
| Seamount Financial Group Inc. | 2.39% | Add +5.2% | 5,869 | $2.9M |
| Planning Alternatives Ltd. | 0.47% | Add +32.3% | 5,864 | $2.9M |
| MIdWestOne Financial Group, Inc. | 0.53% | Reduce -4.4% | 5,837 | $2.9M |
| Fiduciary Counselling Inc. | 8.31% | Add +23.2% | 5,836 | $2.9M |
| Hemington Wealth Management | 0.98% | Add +0.1% | 5,836 | $2.9M |
| NBT Bank, N.A. | 0.21% | Reduce -3.0% | 5,828 | $2.9M |
| True North Advisors, LLC | 0.77% | Reduce -3.6% | 5,792 | $2.9M |
| Ingalls & Snyder LLC | 0.12% | Reduce -5.0% | 5,762 | $2.9M |
| Financial Perspectives, Inc | 1.06% | No change | 5,757 | $2.9M |
| Walled Lake Planning & Wealth Management, LLC | 1.18% | Add +6.8% | 5,757 | $2.9M |
| Weil Company, Inc. | 1.05% | Add +69.1% | 5,733 | $2.9M |
| Cedar Wealth Management, LLC | 0.93% | Add +1.4% | 5,721 | $2.9M |
| Vestia Personal Wealth Advisors | 3.05% | — | 5,714 | $2.9M |
| Sfmg, LLC | 0.25% | Add +26.9% | 5,706 | $2.9M |
| Ironwood Investment Counsel, LLC | 0.51% | Reduce -1.1% | 5,687 | $2.8M |
| Syntrinsic LLC | 0.94% | Reduce -3.1% | 5,679 | $2.8M |
| Chilton Capital Management LLC | 0.13% | Add +5.8% | 5,677 | $2.8M |
| Saxony Capital Management, LLC | 3.12% | Add +29.6% | 5,672 | $2.8M |
| Barnes Pettey Financial Advisors, LLC | 2.44% | Reduce -3.0% | 5,664 | $2.8M |
| Robinson Smith Wealth Advisors LLC | 2.49% | Add +2.2% | 5,664 | $2.8M |
| JT Stratford LLC | 0.53% | Add +12.8% | 5,652 | $2.8M |
| LPF Advisors LLC | 2.61% | Add +916.4% | 5,651 | $2.8M |
| Kornitzer Capital Management Inc. | 0.05% | No change | 5,647 | $2.8M |
| Leelyn Smith, LLC | 0.55% | Add +2.4% | 5,645 | $2.8M |
| JPL Wealth Management, LLC | 1.38% | Add +112.9% | 5,618 | $2.8M |
| First National Advisers, LLC | 0.51% | Reduce -41.0% | 5,610 | $2.8M |
| Consilio Wealth Advisors, LLC | 1.26% | Reduce -1.0% | 5,608 | $2.8M |
| Vise Technologies, Inc. | 0.49% | Add +273.1% | 5,597 | $2.8M |
| First American Trust, FSB | 0.28% | Reduce -36.2% | 5,595 | $2.8M |
| Independent Wealth Network Inc. | 1.30% | Add +4.0% | 5,567 | $2.8M |
| Richardson Financial Services Inc. | 2.00% | Add +2.1% | 5,550 | $2.8M |
| Global Strategic Investment Solutions, LLC | 0.34% | Reduce -27.1% | 5,548 | $2.8M |
| Faithward Advisors, LLC | 0.50% | Reduce -3.8% | 5,531 | $2.8M |
| Archer Investment Corp | 0.81% | Add +16.9% | 5,527 | $2.8M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.07% | Add +19.4% | 5,516 | $2.7M |
| Tranquility Partners, LLC | 1.06% | Reduce -0.0% | 5,491 | $2.7M |
| Financial Advocates Investment Management | 0.17% | Reduce -14.4% | 5,491 | $2.7M |
| Diversify Wealth Management, LLC | 0.34% | — | 5,737 | $2.7M |
| CRA Financial Services, LLC | 0.55% | Add +33.1% | 5,438 | $2.7M |
| Kelman-Lazarov, Inc. | 0.51% | Add +1148.3% | 5,430 | $2.7M |
| Berkeley, Inc | 1.68% | Reduce -3.1% | 5,407 | $2.7M |
| Arcadia Wealth Management, LLC | 1.54% | Reduce -5.3% | 5,402 | $2.7M |
| DBK Financial Counsel, LLC | 2.93% | Reduce -1.3% | 5,380 | $2.7M |
| Valued Retirements, Inc. | 4.05% | Add +11.2% | 5,340 | $2.7M |
| First National Corp. /Ma/ | 0.63% | Reduce -45.1% | 5,327 | $2.7M |
| KFA Private Wealth Group, LLC | 1.38% | Reduce -48.8% | 5,321 | $2.7M |
| Bakala Capital LLC | 19.18% | Add +15.8% | 5,319 | $2.7M |
| Forthright Family Wealth Advisory LLC | 1.71% | Reduce -1.8% | 5,316 | $2.7M |
| Tradition Wealth Management, LLC | 0.26% | Add +12.4% | 5,300 | $2.7M |
| Compass Advisory Group LLC | 1.17% | Reduce -8.8% | 5,249 | $2.6M |
| Hanover Advisors Inc. | 1.17% | Add +4.3% | 5,258 | $2.6M |
| Zacks Investment Management | 0.03% | Add +2.2% | 5,251 | $2.6M |
| Tortoise Investment Management, LLC | 0.30% | Add +0.1% | 5,243 | $2.6M |
| Waddell & Associates, LLC | 0.34% | Reduce -0.6% | 5,241 | $2.6M |
| Occidental Asset Management, LLC | 0.46% | Reduce -12.3% | 5,240 | $2.6M |
| LongView Wealth Management | 0.96% | Add +13.6% | 5,210 | $2.6M |
| Optimist Retirement Group LLC | 1.36% | Reduce -2.4% | 5,174 | $2.6M |
| Violich Capital Management, Inc. | 0.35% | Add +10.8% | 5,170 | $2.6M |
| Long Island Wealth Management, Inc. | 1.82% | No change | 5,158 | $2.6M |
| Financial Council, LLC | 1.44% | No change | 5,152 | $2.6M |
| Mechanics Bank Trust Department | 0.37% | No change | 5,144 | $2.6M |
| Tower Research Capital LLC (TRC) | 0.04% | Reduce -32.1% | 5,137 | $2.6M |
| DB Fitzpatrick & Co, Inc | 2.38% | Add +1.1% | 5,131 | $2.6M |
| Mosaic Family Wealth Partners, LLC | 0.41% | New | 5,124 | $2.6M |
| Paragon Private Wealth Management, LLC | 1.44% | Reduce -8.3% | 5,107 | $2.6M |
| Principle Wealth Partners LLC | 0.19% | Reduce -1.0% | 5,096 | $2.5M |
| 180 Wealth Advisors, LLC | 0.42% | Add +33.1% | 4,976 | $2.5M |
| Pine Ridge Advisers LLC | 0.27% | New | 5,075 | $2.5M |
| Accredited Investors Inc. | 0.16% | Reduce -2.7% | 5,042 | $2.5M |
| Gallacher Capital Management LLC | 1.32% | Reduce -1.4% | 5,025 | $2.5M |
| Aspire Wealth Management Corp | 1.43% | Add +1.4% | 5,009 | $2.5M |
| Monograph Wealth Advisors, LLC | 0.37% | No change | 4,984 | $2.5M |
| TCI Wealth Advisors, Inc. | 0.24% | Reduce -17.2% | 4,996 | $2.5M |
| Strategic Financial Concepts, LLC | 1.45% | Add +32889.4% | 7,252,393 | $2.5M |
| Hubbell Strickland Wealth Management, LLC | 1.25% | Add +0.3% | 4,980 | $2.5M |
| Jaffetilchin Investment Partners, LLC | 0.21% | Add +0.6% | 4,970 | $2.5M |
| Raymond James Trust Co. of NH | 23.07% | Reduce -3.9% | 4,956 | $2.5M |
| Texas Yale Capital Corp. | 0.12% | Add +0.3% | 4,950 | $2.5M |
| Arrien Investments, Inc. | 1.93% | Reduce -4.9% | 4,947 | $2.5M |
| XR Securities LLC | 4.16% | Add +7.2% | 4,926 | $2.5M |
| Stockman Wealth Management, Inc. | 0.43% | Add +2.2% | 4,913 | $2.5M |
| Terra Nova Asset Management LLC | 1.93% | Add +7.4% | 4,900 | $2.5M |
| Armbruster Capital Management, Inc. | 0.51% | New | 4,895 | $2.4M |
| MassMutual Private Wealth & Trust, FSB | 0.07% | Add +6.9% | 4,891 | $2.4M |
| Thompson Davis & Co., Inc. | 2.12% | Add +5.2% | 4,880 | $2.4M |
| Values Added Financial LLC | 1.76% | Add +0.2% | 4,876 | $2.4M |
| Accel Wealth Management | 0.98% | Reduce -1.5% | 4,869 | $2.4M |
| Badgley Phelps Wealth Managers, LLC | 0.06% | Reduce -6.5% | 4,831 | $2.4M |
| Ascent Wealth Partners, LLC | 0.35% | Add +27.5% | 4,830 | $2.4M |
| GHP Investment Advisors, Inc. | 0.12% | Add +9.2% | 4,824 | $2.4M |
| Penobscot Wealth Management | 1.43% | Reduce -1.7% | 4,719 | $2.4M |
| Taylor Hoffman Wealth Management | 0.98% | Add +7.5% | 4,786 | $2.4M |
| Edge Financial Advisors LLC | 2.48% | Add +62.9% | 4,785 | $2.4M |
| Patriot Investment Management Group, Inc. | 0.19% | Add +5.7% | 4,782 | $2.4M |
| Horan Capital Advisors, LLC. | 0.84% | Add +3.8% | 4,768 | $2.4M |
| Verus Financial Partners, Inc. | 0.28% | No change | 4,760 | $2.4M |
| Olde Wealth Management, LLC | 0.90% | Reduce -0.1% | 4,724 | $2.4M |
| Ritholtz Wealth Management | 0.08% | Add +7.9% | 4,738 | $2.4M |
| Corundum Group, Inc. | 0.93% | Add +96.1% | 4,735 | $2.4M |
| Cherry Creek Investment Advisors, Inc. | 1.23% | Reduce -3.5% | 4,732 | $2.4M |
| Naviter Wealth, LLC | 0.35% | Add +7.5% | 4,696 | $2.4M |
| Mascoma Wealth Management LLC | 0.63% | No change | 4,712 | $2.4M |
| Planning Capital Management Corp | 1.66% | Add +0.6% | 4,712 | $2.4M |
| JARISLOWSKY, FRASER Ltd | 0.01% | New | 4,710 | $2.4M |
| Harbour Investment Management LLC | 1.09% | No change | 4,692 | $2.4M |
| Performance Wealth Partners, LLC | 0.09% | Reduce -3.9% | 4,696 | $2.3M |
| Myecfo, LLC | 1.35% | Add +1.9% | 4,692 | $2.3M |
| Provenance Wealth Advisors, LLC | 0.33% | Add +8.7% | 4,673 | $2.3M |
| Slagle Financial, LLC | 1.20% | Reduce -3.8% | 4,667 | $2.3M |
| PCA Investment Advisory Services Inc. | 1.21% | Add +3.0% | 4,632 | $2.3M |
| Hassell Wealth Management, LLC | 1.04% | Reduce -1.3% | 4,650 | $2.3M |
| Black Diamond Financial, LLC | 0.45% | Add +0.2% | 4,626 | $2.3M |
| Seeds Investor LLC | 1.18% | Add +95.2% | 4,611 | $2.3M |
| Nations Financial Group Inc, /Ia/ | 0.19% | Reduce -61.4% | 4,574 | $2.3M |
| Capital Investment Counsel, LLC | 0.45% | Add +5.8% | 4,560 | $2.3M |
| Apeiron RIA LLC | 0.70% | Add +11.0% | 4,544 | $2.3M |
| Staley Capital Advisers Inc. | 0.10% | No change | 4,518 | $2.3M |
| Cidel Asset Management Inc. | 0.17% | No change | 4,506 | $2.3M |
| Roble, Belko & Company, Inc | 0.38% | Add +1.4% | 4,480 | $2.2M |
| LifeGuide Financial Advisors, LLC | 1.09% | Add +9.1% | 4,476 | $2.2M |
| S.A. Mason LLC | 1.27% | Add +9.5% | 4,475 | $2.2M |
| WMG Financial Advisors, LLC | 1.18% | Add +2.3% | 4,475 | $2.2M |
| Winthrop Advisory Group LLC | 0.30% | Reduce -7.8% | 4,466 | $2.2M |
| SkyOak Wealth, LLC | 0.52% | Add +3.1% | 4,450 | $2.2M |
| Asset Advisors Investment Management, LLC | 0.24% | Reduce -4.3% | 4,446 | $2.2M |
| Prostatis Group LLC | 0.78% | Reduce -34.1% | 4,441 | $2.2M |
| Cove Private Wealth, LLC | 1.82% | No change | 4,432 | $2.2M |
| Private Client Services, LLC | 1.39% | Add +3.1% | 4,429 | $2.2M |
| Canandaigua National Bank & Trust Co. | 0.24% | New | 4,417 | $2.2M |
| Precedent Wealth Partners, LLC | 0.89% | Add +32.1% | 4,416 | $2.2M |
| Kitching Partners, LLC | 4.00% | No change | 4,401 | $2.2M |
| Capital Advisors Inc. | 0.05% | Add +20.2% | 4,388 | $2.2M |
| Aries Wealth Management | 0.69% | Add +3.0% | 4,361 | $2.2M |
| Hardin Capital Partners, LLC | 1.42% | — | 4,345 | $2.2M |
| Pine Haven Investment Counsel, Inc | 1.86% | Add +0.7% | 4,333 | $2.2M |
| Cardinal Point Capital Management ULC | 0.38% | Add +11.1% | 4,302 | $2.2M |
| Woodmont Investment Counsel LLC | 0.18% | Reduce -1.8% | 4,316 | $2.2M |
| 9258 Wealth Management, LLC | 0.33% | Reduce -0.5% | 4,310 | $2.2M |
| Linscomb Wealth, Inc. | 0.11% | Add +49.2% | 4,300 | $2.2M |
| Harfst & Associates, Inc. | 0.50% | Reduce -0.7% | 4,299 | $2.2M |
| Perennial Investment Advisors, LLC | 0.31% | Add +0.5% | 4,297 | $2.1M |
| Sandy Spring Bank | 0.09% | Add +44.5% | 4,289 | $2.1M |
| Sound Income Strategies, LLC | 0.15% | Add +2.5% | 4,270 | $2.1M |
| Retirement Income Solutions, Inc. | 0.52% | Reduce -5.2% | 4,264 | $2.1M |
| VitalStone Financial, LLC | 1.55% | Add +43.9% | 4,264 | $2.1M |
| United Advisor Group, LLC | 0.66% | Add +94.3% | 4,254 | $2.1M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.02% | Add +155.5% | 4,091 | $2.1M |
| Martel Wealth Advisors LLC | 0.46% | Reduce -7.6% | 4,241 | $2.1M |
| Culbertson A N & Co. Inc. | 0.37% | Add +1.9% | 4,235 | $2.1M |
| Schrum Private Wealth Management LLC | 1.91% | Add +32.8% | 4,231 | $2.1M |
| Clark Asset Management, LLC | 0.59% | Add +86.5% | 4,225 | $2.1M |
| Weaver Consulting Group | 0.73% | Reduce -5.7% | 4,207 | $2.1M |
| Ellevest, Inc. | 0.13% | Add +17.9% | 4,206 | $2.1M |
| Second Line Capital, LLC | 0.64% | Reduce -0.6% | 4,189 | $2.1M |
| Investment Advisory Group, LLC | 0.81% | Add +1.0% | 4,202 | $2.1M |
| Bell Investment Advisors, Inc | 0.41% | Reduce -19.8% | 4,179 | $2.1M |
| Veery Capital, LLC | 0.85% | Add +0.7% | 4,172 | $2.1M |
| E&G Advisors, LLC | 0.61% | No change | 4,171 | $2.1M |
| McKinley Carter Wealth Services, Inc. | 0.13% | Add +3.2% | 4,167 | $2.1M |
| Revolve Wealth Partners, LLC | 0.34% | Reduce -2.2% | 4,158 | $2.1M |
| Burt Wealth Advisors | 0.55% | No change | 4,157 | $2.1M |
| Freedom Investment Management, Inc. | 0.17% | Reduce -2.9% | 4,121 | $2.1M |
| Members Wealth LLC | 1.37% | — | 3,592 | $2.0M |
| Montecito Bank & Trust | 0.42% | Reduce -11.2% | 4,091 | $2.0M |
| WMS Partners, LLC | 0.13% | Reduce -3.1% | 4,081 | $2.0M |
| Financial Synergies Wealth Advisors, Inc. | 0.27% | Reduce -1.6% | 4,076 | $2.0M |
| HTG Investment Advisors, Inc. | 1.10% | No change | 4,072 | $2.0M |
| Capital Investment Advisory Services, LLC | 0.21% | Add +9.1% | 4,063 | $2.0M |
| Capital Management Associates | 2.41% | Reduce -3.2% | 4,062 | $2.0M |
| WBH Advisory Inc. | 0.20% | Reduce -2.2% | 4,050 | $2.0M |
| Teamwork Financial Advisors, LLC | 0.30% | Reduce -3.2% | 4,045 | $2.0M |
| First Interstate Bank | 0.13% | Add +1.9% | 4,021 | $2.0M |
| Von Berge Wealth Management Group, LLC | 1.28% | Add +1.0% | 4,012 | $2.0M |
| Peoples Bank | 1.57% | Reduce -0.6% | 4,018 | $2.0M |
| GW Henssler & Associates Ltd. | 0.12% | No change | 4,004 | $2.0M |
| Narus Financial Partners, LLC | 0.80% | Add +7.8% | 3,991 | $2.0M |
| Zullo Investment Group, Inc. | 0.88% | Reduce -4.8% | 3,990 | $2.0M |
| Channel Wealth LLC | 0.72% | Add +5.0% | 3,988 | $2.0M |
| Thrive Capital Management, LLC | 0.91% | Reduce -95.3% | 3,979 | $2.0M |
| Drive Wealth Management, LLC | 0.53% | Reduce -0.6% | 3,950 | $2.0M |
| Everhart Financial Group, Inc. | 0.51% | Reduce -6.4% | 3,947 | $2.0M |
| Passive Capital Management, LLC. | 0.73% | Add +29.9% | 3,944 | $2.0M |
| Index Fund Advisors, Inc. | 0.11% | Add +0.2% | 3,927 | $2.0M |
| WealthCollab, LLC | 1.41% | No change | 3,915 | $2.0M |
| Cherry Tree Wealth Management, LLC | 0.49% | Reduce -0.1% | 3,910 | $2.0M |
| Tennessee Valley Asset Management Partners | 0.37% | Add +192.3% | 3,905 | $2.0M |
| Oxbow Advisors, LLC | 0.24% | No change | 3,904 | $2.0M |
| Sonora Investment Management Group, LLC | 0.15% | No change | 4,061 | $2.0M |
| Core Wealth Partners LLC | 1.33% | Add +16.4% | 3,902 | $2.0M |
| Legacy Wealth Management, LLC / MS | 0.82% | No change | 3,900 | $2.0M |
| Portland Global Advisors LLC | 0.26% | Add +2.6% | 3,880 | $1.9M |
| TAP Consulting, LLC | 0.41% | Reduce -8.9% | 3,872 | $1.9M |
| WealthShield Partners, LLC | 0.29% | Reduce -0.5% | 3,850 | $1.9M |
| Segment Wealth Management, LLC | 0.14% | No change | 3,855 | $1.9M |
| Buffington Mohr McNeal | 0.34% | Add +0.4% | 3,852 | $1.9M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +46.0% | 3,852 | $1.9M |
| Cutler Capital Management, LLC | 0.93% | Add +31.0% | 3,836 | $1.9M |
| Advus Financial Partners, LLC | 0.58% | Add +4.0% | 3,809 | $1.9M |
| Realta Investment Advisors | 0.37% | Add +4.7% | 3,780 | $1.9M |
| Private Wealth Group, LLC | 0.99% | No change | 3,758 | $1.9M |
| JB Capital LLC | 0.12% | Add +17.3% | 3,752 | $1.9M |
| Callan Capital, LLC | 0.15% | Add +1.8% | 3,734 | $1.9M |
| Strategic Family Wealth Counselors, L.L.C. | 0.71% | Add +43.6% | 3,731 | $1.9M |
| WESCAP Management Group, Inc. | 0.53% | Add +1.6% | 3,713 | $1.9M |
| MSH Capital Advisors LLC | 0.62% | Add +31.9% | 3,710 | $1.9M |
| Grandfield & Dodd, LLC | 0.12% | Add +0.2% | 3,681 | $1.8M |
| Great Oak Capital Partners, LLC | 0.69% | Reduce -0.2% | 3,752 | $1.8M |
| LVW Advisors, LLC | 0.27% | Add +1.8% | 3,664 | $1.8M |
| Northeast Financial Group, Inc. | 0.78% | Reduce -5.1% | 3,658 | $1.8M |
| Perkins Coie Trust Co | 0.42% | No change | 3,643 | $1.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +63.3% | 3,637 | $1.8M |
| Raab & Moskowitz Asset Management LLC | 0.49% | Reduce -1.3% | 3,633 | $1.8M |
| Country Club Bank | 0.13% | Add +0.1% | 3,580 | $1.8M |
| Twin Peaks Wealth Advisors, LLC | 0.90% | Add +211.3% | 3,605 | $1.8M |
| Meridian Wealth Partners, LLC | 0.32% | Reduce -4.2% | 3,601 | $1.8M |
| Trivium Point Advisory, LLC | 0.27% | Add +639.1% | 3,592 | $1.8M |
| Clearview Wealth Advisors LLC | 1.56% | Reduce -0.1% | 3,583 | $1.8M |
| River Wealth Advisors LLC | 0.26% | Add +0.1% | 3,569 | $1.8M |
| TCP Asset Management, LLC | 0.45% | Reduce -2.9% | 3,564 | $1.8M |
| Bison Wealth, LLC | 0.29% | No change | 3,707 | $1.8M |
| Wealth Architects, LLC | 0.22% | Add +130.0% | 3,553 | $1.8M |
| Roberts Glore & Co. Inc. | 0.53% | Add +14.4% | 3,544 | $1.8M |
| Sandbox Financial Partners, LLC | 0.68% | Add +8.8% | 3,541 | $1.8M |
| Mirabella Financial Services LLP | 0.15% | No change | 3,500 | $1.8M |
| Fortis Capital Management LLC | 0.37% | Add +4.7% | 3,510 | $1.8M |
| Horizon Family Wealth, Inc. | 1.34% | Reduce -2.1% | 3,509 | $1.8M |
| Laurel Wealth Advisors LLC | 0.31% | No change | 3,499 | $1.7M |
| Stonebridge Financial Planning Group, LLC | 0.88% | Reduce -4.2% | 3,484 | $1.7M |
| Rehmann Capital Advisory Group | 0.12% | Add +0.5% | 3,478 | $1.7M |
| Onyx Bridge Wealth Group LLC | 0.29% | Reduce -0.1% | 3,474 | $1.7M |
| Enzi Wealth | 0.76% | Add +7.0% | 3,384 | $1.7M |
| Indiana Trust & Investment Management Co | 0.63% | Reduce -2.7% | 3,449 | $1.7M |
| Janiczek Wealth Management, LLC | 0.36% | Reduce -6.2% | 3,443 | $1.7M |
| Horizon Kinetics Asset Management LLC | 0.03% | Reduce -3.5% | 3,441 | $1.7M |
| Rothschild Wealth LLC | 0.56% | No change | 3,439 | $1.7M |
| Copperleaf Capital, LLC | 1.37% | Reduce -13.7% | 3,436 | $1.7M |
| Compass Ion Advisors, LLC | 0.25% | No change | 3,571 | $1.7M |
| Nilsine Partners, LLC | 0.23% | Reduce -0.8% | 3,431 | $1.7M |
| New Republic Capital, LLC | 0.86% | No change | 3,418 | $1.7M |
| Calydon Capital | 0.31% | No change | 3,422 | $1.7M |
| Atlantic Edge Private Wealth Management, LLC | 0.57% | Add +12.3% | 3,414 | $1.7M |
| Napatree Capital LLC | 1.37% | Add +0.9% | 3,383 | $1.7M |
| Diversified, LLC | 0.20% | Add +5.9% | 3,372 | $1.7M |
| Hanson & Doremus Investment Management | 0.28% | Add +2.3% | 3,371 | $1.7M |
| KKM Financial LLC | 0.80% | No change | 3,367 | $1.7M |
| Householder Group Estate & Retirement Specialist, LLC | 0.47% | Add +15.5% | 3,362 | $1.7M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.48% | Add +0.4% | 3,340 | $1.7M |
| Aspen Wealth Management LLC | 0.58% | Add +167.9% | 3,343 | $1.7M |
| ICA Group Wealth Management, LLC | 1.00% | Reduce -59.7% | 3,339 | $1.7M |
| Capital Asset Advisory Services LLC | 0.09% | Add +1.7% | 3,266 | $1.7M |
| Professional Advisory Services Inc. | 0.21% | Reduce -1.7% | 3,336 | $1.7M |
| Busey Bank | 0.06% | Add +1.1% | 3,330 | $1.7M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.40% | Reduce -8.0% | 3,329 | $1.7M |
| Willis Johnson & Associates, Inc. | 0.14% | Add +20.8% | 3,319 | $1.7M |
| Baker Boyer National Bank | 0.58% | Add +0.8% | 3,305 | $1.7M |
| PVG Asset Management Corp. | 6.55% | — | 3,305 | $1.7M |
| Johnson Financial Group, Inc. | 0.08% | Add +0.1% | 3,290 | $1.7M |
| Wealth Effects LLC | 0.60% | Add +0.6% | 3,297 | $1.6M |
| HFG Advisors, Inc. | 1.54% | Reduce -8.7% | 3,295 | $1.6M |
| Maripau Wealth Management LLC | 1.12% | Add +19.4% | 3,272 | $1.6M |
| Peterson Wealth Services | 0.57% | Reduce -13.8% | 3,274 | $1.6M |
| Courier Capital LLC | 0.13% | Reduce -88.3% | 3,254 | $1.6M |
| BIP Wealth, LLC | 0.13% | Reduce -2.4% | 3,249 | $1.6M |
| CFS Investment Advisory Services, LLC | 0.13% | New | 3,249 | $1.6M |
| Frank, Rimerman Advisors LLC | 0.12% | Add +0.1% | 3,248 | $1.6M |
| WP Advisors, LLC | 0.52% | Add +1.6% | 3,243 | $1.6M |
| Cibc World Markets Corp. | 0.01% | Reduce -2.4% | 3,233 | $1.6M |
| Northwest Wealth Management, LLC | 0.42% | Reduce -7.3% | 3,218 | $1.6M |
| Retirement Financial Solutions, LLC | 0.76% | Reduce -0.2% | 3,211 | $1.6M |
| Annex Advisory Services, LLC | 0.06% | Add +0.8% | 3,206 | $1.6M |
| Investment Advisory Services Inc. /TX | 0.59% | Add +8.8% | 3,205 | $1.6M |
| Alesco Advisors, LLC, An ESL Co | 0.05% | Reduce -0.4% | 3,204 | $1.6M |
| Jessup Wealth Management, Inc | 0.68% | Reduce -2.6% | 3,196 | $1.6M |
| Fortress Wealth Management, Inc. | 0.81% | No change | 3,174 | $1.6M |
| Orgel Wealth Management, LLC | 0.04% | Add +4.5% | 3,172 | $1.6M |
| AA Financial Advisors, LLC | 0.56% | Add +9.4% | 3,163 | $1.6M |
| First County Bank | 0.81% | Reduce -5.7% | 3,159 | $1.6M |
| HMS Capital Management, LLC | 0.82% | No change | 3,154 | $1.6M |
| Optivise Advisory Services LLC | 0.85% | — | 3,150 | $1.6M |
| Beacon Financial Advisory LLC | 0.59% | Add +10.4% | 3,147 | $1.6M |
| Washburn Capital Management, Inc. | 1.12% | Add +92.4% | 3,147 | $1.6M |
| DT Investment Partners, LLC | 0.14% | Add +0.7% | 3,128 | $1.6M |
| Weinberger Asset Management, Inc | 0.74% | No change | 3,126 | $1.6M |
| Horan Securities, Inc. | 0.68% | Reduce -2.8% | 3,123 | $1.6M |
| Trustmark Bank Trust Department | 0.13% | Add +20.2% | 3,121 | $1.6M |
| Novare Capital Management LLC | 0.14% | Reduce -1.3% | 3,115 | $1.6M |
| Kavar Capital Partners Group, LLC | 0.28% | Add +10.9% | 3,106 | $1.6M |
| Riverview Trust Co | 1.48% | Reduce -0.8% | 3,105 | $1.6M |
| Sunesis Advisors, LLC | 0.92% | No change | 3,104 | $1.6M |
| Guyasuta Investment Advisors Inc. | 0.11% | No change | 3,549 | $1.6M |
| HHM Wealth Advisors, LLC | 0.23% | Add +11.3% | 3,096 | $1.5M |
| Tocqueville Asset Management L.P. | 0.03% | Reduce -0.3% | 3,088 | $1.5M |
| 17 Capital Partners, LLC | 1.10% | Add +3.5% | 3,079 | $1.5M |
| Heritage Financial Services, LLC | 0.22% | Add +16.7% | 3,066 | $1.5M |
| Physician Wealth Advisors, Inc. | 0.28% | Add +7.4% | 2,946 | $1.5M |
| Total Clarity Wealth Management, Inc. | 0.53% | Add +5.8% | 3,048 | $1.5M |
| Bensler, LLC | 0.20% | Reduce -61.6% | 3,042 | $1.5M |
| Avantax Planning Partners, Inc. | 0.05% | Reduce -16.6% | 3,036 | $1.5M |
| Private Ocean, LLC | 0.13% | Add +2.8% | 3,026 | $1.5M |
| Spinnaker Trust | 0.10% | Add +0.8% | 3,023 | $1.5M |
| Wealth Management Resources, Inc. | 0.65% | Add +49.7% | 3,203 | $1.5M |
| Paladin Advisory Group, LLC | 1.18% | Reduce -2.6% | 3,009 | $1.5M |
| Chesley Taft & Associates LLC | 0.08% | Add +7.3% | 3,007 | $1.5M |
| Hancock Whitney Corp. | 0.05% | Add +38.2% | 3,005 | $1.5M |
| Key Client Fiduciary Advisors, LLC | 0.76% | Add +31.1% | 3,004 | $1.5M |
| Darrow Company, Inc. | 0.98% | No change | 3,003 | $1.5M |
| NDVR, Inc. | 1.56% | Reduce -2.8% | 2,995 | $1.5M |
| Foguth Wealth Management, LLC. | 0.66% | Add +42.0% | 2,991 | $1.5M |
| Stonekeep Investments, LLC | 1.21% | — | 2,991 | $1.5M |
| Destination Wealth Management | 0.05% | Reduce -6.3% | 2,987 | $1.5M |
| Hengehold Capital Management LLC | 0.15% | Add +86.4% | 2,977 | $1.5M |
| Wealth Advisors of Iowa, LLC | 0.83% | New | 5,191 | $1.5M |
| Bedel Financial Consulting, Inc. | 0.22% | Add +3.2% | 2,940 | $1.5M |
| Baker Avenue Asset Management, LP | 0.05% | Reduce -4.9% | 2,939 | $1.5M |
| Grey Ledge Advisors, LLC | 0.40% | Add +6.0% | 2,930 | $1.5M |
| Van Cleef Asset Management,Inc | 0.18% | No change | 2,929 | $1.5M |
| Bray Capital Advisors | 0.37% | Add +0.0% | 2,927 | $1.5M |
| Welch & Forbes LLC | 0.02% | Reduce -35.1% | 2,860 | $1.5M |
| TCV Trust & Wealth Management, Inc. | 0.14% | No change | 2,918 | $1.5M |
| Hamilton Point Investment Advisors, LLC | 0.28% | No change | 2,903 | $1.5M |
| Cascade Financial Partners, LLC | 0.19% | Reduce -38.4% | 2,908 | $1.5M |
| Destiny Wealth Partners, LLC | 0.26% | New | 2,908 | $1.5M |
| Parcion Private Wealth LLC | 0.13% | Reduce -18.5% | 2,907 | $1.5M |
| Aviance Capital Partners, LLC | 0.21% | Add +35.5% | 2,885 | $1.4M |
| Valley Forge Investment Consultants Inc. Adv | 0.54% | No change | 2,876 | $1.4M |
| Marks Group Wealth Management, Inc | 0.15% | Add +4.6% | 2,866 | $1.4M |
| FSM Wealth Advisors, LLC | 0.48% | Reduce -1.2% | 2,863 | $1.4M |
| Wealthquest Corp | 0.15% | Reduce -12.7% | 2,855 | $1.4M |
| Vigilare Wealth Management | 0.63% | Add +208.0% | 2,852 | $1.4M |
| Paulson Wealth Management Inc. | 0.41% | Reduce -0.1% | 2,833 | $1.4M |
| Beirne Wealth Consulting Services, LLC | 0.57% | No change | 2,821 | $1.4M |
| MV Capital Management, Inc. | 0.16% | No change | 2,825 | $1.4M |
| Libra Wealth LLC | 0.61% | No change | 2,824 | $1.4M |
| GEM Asset Management, LLC | 0.88% | Add +0.9% | 2,822 | $1.4M |
| Kooman & Associates | 0.57% | Reduce -0.8% | 2,815 | $1.4M |
| Rappaport Reiches Capital Management, LLC | 0.41% | Reduce -1.3% | 2,815 | $1.4M |
| FinDec Wealth Services, Inc. | 0.89% | Reduce -6.0% | 2,812 | $1.4M |
| Premier Path Wealth Partners, LLC | 0.24% | New | 2,808 | $1.4M |
| JFS Wealth Advisors, LLC | 0.11% | Add +16.6% | 2,796 | $1.4M |
| Zevin Asset Management LLC | 0.23% | No change | 2,789 | $1.4M |
| Cape Cod Five Cents Savings Bank | 0.14% | Reduce -3.2% | 2,788 | $1.4M |
| Confluence Wealth Services, Inc. | 0.11% | Add +1.2% | 2,771 | $1.4M |
| Curran Financial Partners, LLC | 0.46% | Reduce -8.7% | 2,770 | $1.4M |
| Sightline Wealth Advisors, LLC | 0.86% | Add +0.4% | 2,767 | $1.4M |
| Princeton Capital Management LLC | 0.45% | Reduce -3.1% | 2,756 | $1.4M |
| BetterWealth, LLC | 0.44% | No change | 2,750 | $1.4M |
| Chemistry Wealth Management LLC | 0.35% | Add +20.1% | 2,747 | $1.4M |
| Intrua Financial, LLC | 0.22% | Add +3.0% | 2,745 | $1.4M |
| IMPACTfolio, LLC | 0.76% | No change | 2,719 | $1.4M |
| Zions Bancorporation, N.A. | 0.11% | Reduce -0.3% | 2,718 | $1.4M |
| Beck Mack & Oliver LLC | 0.03% | No change | 2,705 | $1.4M |
| Cooper Financial Group | 0.20% | Add +40.1% | 2,698 | $1.3M |
| HM Payson & Co. | 0.02% | Reduce -7.4% | 2,681 | $1.3M |
| Atlantic Union Bankshares Corp | 0.08% | Add +328.4% | 2,673 | $1.3M |
| Apriem Advisors | 0.16% | Add +2.1% | 2,673 | $1.3M |
| Founders Financial Alliance, LLC | 0.40% | Add +1.9% | 2,667 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +18.6% | 3,100 | $1.3M |
| 1ST Source Bank | 0.08% | Reduce -1.0% | 2,655 | $1.3M |
| Rockingstone Advisors LLC | 0.68% | Reduce -5.1% | 2,653 | $1.3M |
| MontVue Capital Management, Inc. | 1.05% | New | 2,651 | $1.3M |
| Valley Financial Group, Inc. | 0.97% | Add +1.5% | 2,644 | $1.3M |
| Marietta Investment Partners LLC | 0.29% | No change | 2,638 | $1.3M |
| PBMares Wealth Management LLC | 0.32% | Reduce -0.6% | 2,637 | $1.3M |
| Trust Co. of Toledo NA | 0.19% | Add +3.4% | 2,630 | $1.3M |
| FinTrust Capital Advisors, LLC | 0.24% | Add +5.5% | 2,626 | $1.3M |
| Bragg Financial Advisors, Inc | 0.06% | Reduce -0.9% | 2,620 | $1.3M |
| TKG Advisors, LLC | 0.71% | Add +0.5% | 2,618 | $1.3M |
| BHK Investment Advisors, LLC | 0.51% | No change | 2,617 | $1.3M |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.64% | Add +0.9% | 2,608 | $1.3M |
| Nottingham Advisors, Inc. | 0.15% | No change | 2,601 | $1.3M |
| AIFG Consultants Ltd. | 0.97% | Add +19.4% | 2,598 | $1.3M |
| EagleClaw Capital Managment, LLC | 0.23% | No change | 2,592 | $1.3M |
| Mogy Joel R Investment Counsel Inc. | 0.08% | Add +181.5% | 2,590 | $1.3M |
| Strategic Financial Partners, Ltd. | 0.71% | Add +2.2% | 2,590 | $1.3M |
| Clearstead Trust, LLC | 0.32% | Add +2.0% | 2,588 | $1.3M |
| Meridian Management Co. | 0.36% | Add +4.1% | 2,585 | $1.3M |
| Valtinson Bruner Financial Planning LLC | 0.51% | Add +1.1% | 2,583 | $1.3M |
| Moloney Securities Asset Management, LLC | 0.19% | Reduce -77.2% | 2,574 | $1.3M |
| Invst, LLC | 0.14% | Reduce -3.7% | 2,560 | $1.3M |
| MBL Wealth, LLC | 0.14% | Reduce -1.8% | 2,558 | $1.3M |
| LJI Wealth Management, LLC | 0.28% | Reduce -4.5% | 2,550 | $1.3M |
| Miller Investment Management, LP | 0.15% | No change | 2,529 | $1.3M |
| Insight Wealth Strategies, LLC | 0.18% | Add +7.3% | 2,529 | $1.3M |
| Smith Thornton Advisors LLC | 0.93% | — | 2,518 | $1.3M |
| Tolleson Wealth Management, Inc. | 0.25% | Reduce -7.4% | 2,507 | $1.3M |
| Bayesian Capital Management, LP | 0.14% | New | 2,515 | $1.3M |
| BlackDiamond Wealth Management, LLC | 0.82% | Reduce -0.8% | 2,568 | $1.3M |
| Community Bank of Raymore | 0.97% | Add +1.1% | 2,501 | $1.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.14% | Reduce -36.1% | 2,499 | $1.2M |
| Calton & Associates, Inc. | 0.63% | Add +4.0% | 2,498 | $1.2M |
| Donaldson Capital Management, LLC | 0.05% | Add +76.1% | 2,488 | $1.2M |
| Enterprise Bank & Trust Co | 0.42% | Reduce -0.8% | 2,486 | $1.2M |
| Taurus Asset Management, LLC | 0.13% | Reduce -15.3% | 2,485 | $1.2M |
| Clear Point Advisors Inc. | 1.02% | Add +10.1% | 2,482 | $1.2M |
| Wick Capital Partners, LLC | 0.43% | New | 2,474 | $1.2M |
| MADDEN SECURITIES Corp | 0.55% | Add +1.4% | 2,469 | $1.2M |
| Sabal Trust CO | 0.07% | Reduce -9.9% | 2,468 | $1.2M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.32% | Add +9.1% | 2,467 | $1.2M |
| Redhawk Wealth Advisors, Inc. | 0.19% | Add +1.4% | 2,458 | $1.2M |
| Birch Hill Investment Advisors LLC | 0.06% | Reduce -0.5% | 2,452 | $1.2M |
| Cherrydale Wealth Management, LLC | 0.54% | Add +3.4% | 2,451 | $1.2M |
| Evolution Advisers, Inc. | 0.70% | Reduce -2.9% | 2,452 | $1.2M |
| Arlington Trust Co LLC | 0.29% | No change | 2,448 | $1.2M |
| Garden State Investment Advisory Services LLC | 0.42% | Add +27.1% | 2,440 | $1.2M |
| Melone Private Wealth, LLC | 0.72% | No change | 2,445 | $1.2M |
| Fairhaven Wealth Management, LLC | 0.41% | Add +0.1% | 2,444 | $1.2M |
| Inscription Capital, LLC | 0.20% | Reduce -36.6% | 2,442 | $1.2M |
| Cahill Financial Advisors Inc. | 0.17% | Add +7.1% | 2,438 | $1.2M |
| BlueChip Wealth Advisors LLC | 0.71% | Add +0.4% | 2,420 | $1.2M |
| Fifth Third Wealth Advisors LLC | 0.09% | Add +118.9% | 2,412 | $1.2M |
| Rovin Capital /Ut/ | 0.50% | Reduce -0.8% | 2,412 | $1.2M |
| Benchmark Investment Advisors LLC | 0.87% | No change | 2,409 | $1.2M |
| Transform Wealth, LLC | 0.09% | Add +38.7% | 2,399 | $1.2M |
| Verity Asset Management, Inc. | 0.47% | Add +101.7% | 2,404 | $1.2M |
| Midwest Heritage Bank, FSB | 0.61% | No change | 2,406 | $1.2M |
| Adamsbrown Wealth Consultants LLC | 0.47% | Add +0.0% | 2,405 | $1.2M |
| Olistico Wealth, LLC | 0.77% | Add +27.0% | 2,403 | $1.2M |
| TFC Financial Management, Inc. | 0.21% | Reduce -4.9% | 2,398 | $1.2M |
| Private Wealth Partners, LLC | 0.09% | No change | 2,393 | $1.2M |
| Eagle Bay Advisors LLC | 0.72% | No change | 2,375 | $1.2M |
| Sensible Money, LLC | 0.58% | Reduce -26.9% | 2,379 | $1.2M |
| Soundwatch Capital LLC | 6.52% | Reduce -89.2% | 2,369 | $1.2M |
| Red Door Wealth Management, LLC | 0.21% | Reduce -4.8% | 2,367 | $1.2M |
| Titleist Asset Management, LLC | 0.18% | Add +7.5% | 2,364 | $1.2M |
| Select Asset Management & Trust | 0.47% | Add +3.3% | 2,362 | $1.2M |
| Harmony Asset Management LLC | 0.49% | Add +41.0% | 2,357 | $1.2M |
| Clarity Wealth Advisors, LLC | 0.38% | Add +4.3% | 2,356 | $1.2M |
| McGuire Investment Group, LLC | 0.17% | No change | 2,343 | $1.2M |
| Stokes Capital Advisors, LLC | 0.32% | No change | 2,325 | $1.2M |
| Cross Staff Investments Inc | 0.97% | No change | 2,320 | $1.2M |
| Levy Wealth Management Group, LLC | 0.30% | Add +8.1% | 2,308 | $1.2M |
| Geometric Wealth Advisors | 0.24% | No change | 2,304 | $1.2M |
| Tradewinds Capital Management, LLC | 0.34% | Add +25.6% | 2,303 | $1.2M |
| SFG Wealth Management, LLC. | 0.65% | Reduce -6.7% | 2,297 | $1.1M |
| Anfield Capital Management, LLC | 0.56% | Reduce -3.0% | 2,292 | $1.1M |
| Financial Consulate, Inc. | 0.34% | Add +11.2% | 2,291 | $1.1M |
| My Personal CFO, LLC | 0.61% | Add +4.1% | 2,287 | $1.1M |
| Granite FO LLC | 0.73% | Reduce -0.0% | 2,286 | $1.1M |
| Gradient Investments LLC | 0.03% | Add +16.0% | 2,286 | $1.1M |
| Community Bank, N.A. | 0.15% | Add +1.1% | 2,286 | $1.1M |
| Balboa Wealth Partners | 0.30% | Add +0.9% | 2,284 | $1.1M |
| Summit Place Financial Advisors, LLC | 0.67% | No change | 2,274 | $1.1M |
| SlateStone Wealth, LLC | 0.12% | No change | 2,262 | $1.1M |
| Heritage Investment Group, Inc. | 0.15% | Add +4.4% | 2,257 | $1.1M |
| Brand Asset Management Group, Inc. | 0.48% | Reduce -0.4% | 2,254 | $1.1M |
| Richardson Capital Management LLC | 0.87% | Add +4.9% | 2,252 | $1.1M |
| Swmg, LLC | 0.50% | Add +0.9% | 2,242 | $1.1M |
| Thomasville National Bank | 0.09% | Add +7.4% | 2,241 | $1.1M |
| Kathmere Capital Management, LLC | 0.12% | Reduce -3.0% | 2,241 | $1.1M |
| Diversified Portfolios, Inc. | 0.15% | Add +4.4% | 2,237 | $1.1M |
| New Millennium Group LLC | 0.73% | Reduce -2.5% | 2,233 | $1.1M |
| Citizens National Bank Trust Department | 0.25% | Add +5.7% | 2,225 | $1.1M |
| Alkeme Wealth, LLC | 0.53% | No change | 2,223 | $1.1M |
| CX Institutional | 0.05% | Reduce -2.5% | 2,216 | $1.1M |
| Meeder Advisory Services, Inc. | 0.08% | Add +30.3% | 2,212 | $1.1M |
| Smallwood Wealth Investment Management, LLC | 0.85% | No change | 2,203 | $1.1M |
| Elevated Capital Advisors, LLC | 0.31% | New | 2,189 | $1.1M |
| Smith Anglin Financial, LLC | 0.11% | Add +4.5% | 2,187 | $1.1M |
| American Money Management, LLC | 0.23% | Reduce -7.5% | 2,185 | $1.1M |
| Unique Wealth Strategies, LLC | 0.51% | No change | 2,269 | $1.1M |
| Rezny Wealth Management, Inc. | 0.29% | No change | 2,176 | $1.1M |
| Consolidated Portfolio Review Corp | 0.25% | Reduce -9.1% | 2,175 | $1.1M |
| DecisionPoint Financial, LLC | 0.36% | Add +0.3% | 2,129 | $1.1M |
| Bernardo Wealth Planning LLC | 0.29% | No change | 2,152 | $1.1M |
| Plotkin Financial Advisors, LLC | 0.69% | Add +1.9% | 2,152 | $1.1M |
| Morton Capital Management LLC | 0.25% | No change | 2,144 | $1.1M |
| Lavaca Capital LLC | 0.58% | New | 2,142 | $1.1M |
| Glen Eagle Advisors, LLC | 0.20% | Reduce -4.3% | 2,139 | $1.1M |
| Fairman Group, LLC | 1.08% | Add +13.4% | 2,113 | $1.1M |
| DRW Securities, LLC | 0.06% | Reduce -87.3% | 2,112 | $1.1M |
| Silicon Valley Capital Partners | 0.15% | No change | 2,108 | $1.1M |
| Constant Guidance Financial LLC | 1.09% | Reduce -4.9% | 3,928 | $1.1M |
| Meridian Wealth Advisors, LLC | 0.19% | Add +12.5% | 2,104 | $1.1M |
| Anderson Hoagland & Co. | 0.11% | Reduce -12.2% | 2,059 | $1.1M |
| Financial Insights, Inc. | 0.29% | Reduce -4.3% | 2,097 | $1.0M |
| B & T Capital Management DBA Alpha Capital Management | 0.20% | Reduce -3.3% | 2,094 | $1.0M |
| Absolute Capital Management, LLC | 0.63% | Add +313.9% | 2,082 | $1.0M |
| Sittner & Nelson, LLC | 0.51% | No change | 2,082 | $1.0M |
| Greystone Financial Group, LLC | 0.20% | Add +153.5% | 2,081 | $1.0M |
| Portside Wealth Group, LLC | 0.20% | Reduce -12.0% | 2,079 | $1.0M |
| Acas, LLC | 0.90% | Reduce -1.8% | 2,054 | $1.0M |
| Prospect Financial Services LLC | 0.80% | Reduce -0.2% | 2,077 | $1.0M |
| CPA Asset Management Group, LLC | 0.56% | No change | 2,075 | $1.0M |
| Chapin Davis, Inc. | 0.35% | Add +19.8% | 2,069 | $1.0M |
| Sather Financial Group Inc | 0.07% | No change | 2,069 | $1.0M |
| Toth Financial Advisory Corp. | 0.13% | Reduce -4.7% | 2,068 | $1.0M |
| Wimmer Associates 1, LLC | 0.53% | Add +7.9% | 2,058 | $1.0M |
| Capital Square, LLC | 0.67% | Add +249.1% | 2,018 | $1.0M |
| Planning Directions Inc. | 0.70% | Reduce -6.2% | 2,056 | $1.0M |
| Cannon Financial Strategists, Inc. | 0.20% | Reduce -1.8% | 2,050 | $1.0M |
| Austin Wealth Management, LLC | 0.24% | Add +0.1% | 2,003 | $1.0M |
| SMI Advisory Services, LLC | 0.25% | New | 2,004 | $1.0M |
| Glaxis Capital Management, LLC | 1.78% | No change | 2,046 | $1.0M |
| Beck Capital Management, LLC | 0.28% | Reduce -4.9% | 2,038 | $1.0M |
| Arkfeld Wealth Strategies, L.L.C. | 0.52% | Add +3.9% | 1,996 | $1.0M |
| Kaizen Financial Strategies | 0.64% | Add +5.9% | 2,042 | $1.0M |
| Cyndeo Wealth Partners, LLC | 0.08% | Add +3.2% | 2,033 | $1.0M |
| SPC Financial, Inc. | 0.09% | New | 2,032 | $1.0M |
| Edgemoor Investment Advisors, Inc. | 0.10% | No change | 2,029 | $1.0M |
| Schechter Investment Advisors, LLC | 0.08% | Reduce -0.1% | 2,029 | $1.0M |
| Innova Wealth Partners | 0.72% | Add +102.8% | 2,026 | $1.0M |
| V2 Financial group LLC | 0.68% | Add +2.6% | 2,017 | $1.0M |
| Kanawha Capital Management LLC | 0.08% | Add +1.1% | 2,016 | $1.0M |
| Wayfinding Financial, LLC | 0.57% | Reduce -1.5% | 2,009 | $1.0M |
| Coastwise Capital Group, LLC | 0.97% | Reduce -4.7% | 2,015 | $1.0M |
| Mustard Seed Financial, LLC | 0.96% | Add +6.5% | 2,011 | $1.0M |
| Asset Allocation Strategies LLC | 0.34% | Add +8.9% | 2,010 | $1.0M |
| Westwood Holdings Group Inc. | 0.01% | Add +73.1% | 2,004 | $1.0M |
| Walter & Keenan Wealth Management LLC /in/ | 0.32% | Reduce -3.9% | 1,995 | $998K |
| Scissortail Wealth Management, LLC | 0.25% | Reduce -3.5% | 1,989 | $995K |
| Capital Analysts, LLC | 0.04% | Add +223.3% | 1,985 | $993K |
| VERITY Wealth Advisors | 0.74% | No change | 1,985 | $993K |
| Formidable Asset Management, LLC | 0.16% | Add +17.4% | 1,980 | $990K |
| Plum Street Advisors, LLC | 0.57% | Reduce -0.1% | 1,965 | $983K |
| Orcam Financial Group | 1.05% | Add +5.3% | 1,961 | $981K |
| King Wealth Management Group | 0.16% | No change | 1,960 | $980K |
| Institute for Wealth Management, LLC. | 0.13% | Add +15.8% | 1,953 | $977K |
| Able Wealth Management LLC | 0.80% | Reduce -3.7% | 1,942 | $972K |
| Baron Wealth Management LLC | 0.50% | Reduce -28.6% | 1,941 | $971K |
| Family Manage LLC | 0.17% | No change | 1,941 | $971K |
| E Fund Management Co., Ltd. | 0.05% | Reduce -44.6% | 1,940 | $970K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.59% | Reduce -44.6% | 1,940 | $970K |
| W Advisors, LLC | 0.64% | Reduce -16.1% | 1,938 | $969K |
| Graves Light Lenhart Wealth, Inc. | 0.11% | Reduce -0.1% | 1,926 | $966K |
| Avenir Corp. | 0.09% | No change | 1,930 | $965K |
| Saranac Partners Ltd | 0.57% | Reduce -1.6% | 1,929 | $965K |
| Gibson Capital, LLC | 0.21% | Add +1.7% | 1,925 | $963K |
| DHJJ Financial Advisors, Ltd. | 0.41% | Add +6.4% | 1,923 | $962K |
| CGN Advisors LLC | 0.11% | Reduce -11.3% | 1,922 | $961K |
| Power Wealth Management LLC | 0.46% | Reduce -1.5% | 1,921 | $961K |
| Morling Financial Advisors, LLC | 0.42% | No change | 1,921 | $961K |
| Atlas Capital Advisors Inc. | 0.12% | Add +11.7% | 1,915 | $958K |
| Quent Capital, LLC | 0.11% | Add +2.3% | 1,914 | $957K |
| HCR Wealth Advisors | 0.14% | Add +4.4% | 1,913 | $957K |
| Ritter Daniher Financial Advisory LLC / DE | 0.30% | Reduce -1.8% | 1,907 | $954K |
| Peoples Financial Services Corp. | 0.43% | Reduce -0.6% | 1,906 | $953K |
| Tyler-Stone Wealth Management | 0.39% | Reduce -8.9% | 1,892 | $946K |
| FLC Capital Advisors | 0.23% | Reduce -0.3% | 1,891 | $946K |
| Valley Wealth Managers, Inc. | 0.08% | Add +16.9% | 1,891 | $946K |
| Klingenstein Fields & Co. LP | 0.04% | No change | 1,890 | $945K |
| Gill Capital Partners, LLC | 0.36% | Reduce -18.8% | 1,882 | $941K |
| Members Trust Co | 0.03% | Add +3.7% | 1,882 | $941K |
| Mystic Asset Management, Inc. | 0.38% | Reduce -7.0% | 1,878 | $939K |
| Financial Futures Ltd Liability Co. | 0.58% | No change | 1,872 | $936K |
| Lam Group, Inc. | 0.79% | No change | 1,870 | $935K |
| Allred Capital Management, LLC | 0.36% | No change | 1,867 | $934K |
| Pioneer Wealth Management Group | 0.49% | Reduce -10.0% | 1,853 | $927K |
| Argonautica Private Wealth Management, Inc. | 0.32% | Reduce -3.6% | 1,848 | $924K |
| Aurora Private Wealth, Inc. | 0.81% | Reduce -0.7% | 1,842 | $921K |
| Duncker Streett & Co. Inc. | 0.18% | No change | 1,841 | $921K |
| Williams & Novak, LLC | 0.86% | Reduce -10.7% | 1,838 | $919K |
| First Community Trust NA | 0.78% | Reduce -5.7% | 1,830 | $915K |
| LexAurum Advisors, LLC | 0.22% | Add +1.8% | 1,826 | $913K |
| Overbrook Management Corp | 0.23% | Reduce -45.8% | 1,823 | $912K |
| KCM Investment Advisors LLC | 0.03% | Add +2.9% | 1,821 | $911K |
| Fort Pitt Capital Group, LLC | 0.03% | Reduce -11.4% | 1,820 | $910K |
| Madison Park Capital Advisors, LLC | 0.76% | Add +30.3% | 1,820 | $910K |
| Capstone Wealth Management Group, LLC | 0.59% | No change | 1,811 | $906K |
| Main Management LLC | 0.07% | Reduce -6.7% | 1,807 | $904K |
| Presilium Private Wealth, LLC | 0.23% | Add +30.4% | 1,805 | $903K |
| Rakuten Securities, Inc. | 0.39% | Reduce -36.6% | 1,795 | $898K |
| Arcadia Investment Advisors LLC | 0.51% | No change | 1,790 | $895K |
| Northwest Capital Management Inc | 0.33% | Reduce -22.0% | 1,789 | $895K |
| Cassaday & Co Wealth Management LLC | 0.03% | Reduce -5.3% | 1,789 | $895K |
| Herbst Group, LLC | 0.54% | Reduce -1.5% | 1,782 | $891K |
| Gateway Wealth Partners, LLC | 0.27% | Reduce -9.4% | 1,781 | $891K |
| Financial Connections Group, Inc. | 0.46% | New | 1,779 | $889K |
| Alpha Financial Partners LLC | 0.77% | Add +3.7% | 1,777 | $889K |
| Sequent Planning LLC | 0.30% | Reduce -7.7% | 1,772 | $888K |
| Madison Wealth Partners, Inc | 0.30% | Add +3.5% | 1,775 | $888K |
| FRG Family Wealth Advisors LLC | 0.17% | Add +12.2% | 1,840 | $883K |
| Acorn Wealth Advisors, LLC | 0.44% | Add +8.3% | 1,765 | $883K |
| Bluespring Wealth Management, LLC | 0.09% | No change | 1,754 | $880K |
| Cornell Pochily Investment Advisors, Inc. | 0.33% | No change | 1,756 | $878K |
| XML Financial, LLC | 0.09% | Add +6.5% | 1,750 | $875K |
| Barrett & Company, Inc. | 0.40% | No change | 1,748 | $874K |
| WealthPLAN Partners, LLC | 0.09% | Add +9.2% | 1,744 | $872K |
| Financial Freedom, LLC | 0.49% | Reduce -2.8% | 1,740 | $870K |
| IPG Investment Advisors LLC | 0.19% | Add +6.7% | 1,733 | $870K |
| Richard P Slaughter Associates Inc | 0.20% | Add +10.4% | 1,731 | $865K |
| Interactive Financial Advisors, Inc. | 0.48% | Reduce -3.0% | 1,725 | $863K |
| McRae Capital Management Inc. | 0.20% | No change | 1,717 | $859K |
| Apollon Financial, LLC | 0.28% | No change | 1,711 | $856K |
| Azimuth Capital Investment Management LLC | 0.03% | Add +43.9% | 1,711 | $856K |
| FreeGulliver LLC | 0.59% | Add +0.3% | 1,710 | $855K |
| Twin City Private Wealth, LLC | 0.80% | Reduce -8.3% | 1,697 | $852K |
| Broadview Financial Management, LLC | 0.62% | Add +6.2% | 1,701 | $851K |
| Wallace Capital Management Inc. | 0.12% | Reduce -9.8% | 1,700 | $850K |
| Farmers National Bank | 0.26% | Reduce -0.1% | 1,694 | $847K |
| Equita Financial Network, Inc. | 0.35% | Add +37.6% | 1,693 | $847K |
| Wade Financial Advisory, Inc | 0.30% | Reduce -0.1% | 1,692 | $846K |
| Eclectic Associates Inc. | 0.38% | Add +37.3% | 1,686 | $843K |
| Advance Capital Management, Inc. | 0.04% | Add +9.0% | 1,686 | $843K |
| Eagle Global Advisors LLC | 0.04% | No change | 1,684 | $842K |
| NTV Asset Management LLC | 0.12% | Add +40.2% | 1,680 | $840K |
| Latitude Advisors, LLC | 0.51% | Reduce -9.7% | 1,678 | $839K |
| Washington Capital Management, Inc. | 0.71% | Add +7.4% | 1,675 | $838K |
| Burns J W & Co. Inc. | 0.11% | Add +4.0% | 1,671 | $836K |
| Retirement Planning Co of New England, Inc. | 0.45% | Reduce -3.1% | 1,670 | $835K |
| Shaker Investments LLC | 0.36% | Reduce -1.4% | 1,667 | $834K |
| Dudley Capital Management, LLC | 0.47% | No change | 1,666 | $833K |
| First Financial Bank - Trust Division | 0.08% | New | 1,666 | $833K |
| Signet Financial Management, LLC | 0.11% | Reduce -3.6% | 1,665 | $833K |
| Empirical Finance, LLC | 0.05% | Add +0.2% | 1,657 | $829K |
| Creekside Partners | 0.46% | — | 1,655 | $828K |
| Cornerstone Planning Group LLC | 0.24% | Reduce -7.2% | 1,734 | $824K |
| Integrity Financial Corp | 0.52% | Add +111.3% | 1,646 | $823K |
| Boston Financial Mangement LLC | 0.03% | Reduce -3.7% | 1,644 | $822K |
| Alterna Wealth Management, Inc. | 0.72% | Reduce -46.7% | 1,643 | $822K |
| Capstone Financial Advisors, Inc. | 0.05% | Reduce -6.7% | 1,639 | $820K |
| Hudson Value Partners, LLC | 0.35% | Reduce -1.4% | 1,637 | $819K |
| Etesian Wealth Advisors, Inc. | 0.46% | Add +3.4% | 1,636 | $818K |
| Penn Davis McFarland Inc. | 0.13% | Reduce -7.1% | 1,635 | $818K |
| GFG Capital, LLC | 0.22% | Reduce -28.6% | 1,632 | $816K |
| Madrona Financial Services, LLC | 0.25% | Reduce -3.4% | 1,627 | $814K |
| WealthBridge Capital Management, LLC | 0.27% | Add +22.8% | 1,626 | $813K |
| Ameliora Wealth Management Ltd. | 0.37% | Add +6.6% | 1,625 | $813K |
| First Nebraska Trust Co | 0.08% | New | 1,624 | $812K |
| Lakewood Asset Management LLC | 0.57% | Reduce -4.1% | 1,622 | $811K |
| Strong Tower Advisory Services | 0.27% | Add +32.1% | 1,622 | $811K |
| Wilmington Savings Fund Society, FSB | 0.03% | Reduce -4.3% | 1,621 | $811K |
| Bourgeon Capital Management LLC | 0.16% | Add +9.1% | 1,619 | $810K |
| Wealth Dimensions Group, Ltd. | 0.23% | Add +8.3% | 1,607 | $804K |
| TLWM | 0.18% | Add +17.1% | 1,603 | $802K |
| Bar Harbor Wealth Management | 0.05% | Add +5.7% | 1,602 | $801K |
| Moss Adams Wealth Advisors LLC | 0.11% | Reduce -0.9% | 1,592 | $799K |
| Accurate Wealth Management, LLC | 0.19% | Add +50.9% | 1,548 | $799K |
| Nemes Rush Group LLC | 0.11% | Add +105.4% | 1,594 | $797K |
| City State Bank | 0.32% | Add +5.4% | 1,591 | $796K |
| Firestone Capital Management | 0.22% | Add +13.1% | 1,590 | $795K |
| Unique Wealth, LLC | 0.21% | No change | 1,588 | $794K |
| Addison Advisors LLC | 0.26% | Add +23.6% | 1,586 | $793K |
| Godsey & Gibb, Inc. | 0.08% | Add +51.0% | 1,585 | $793K |
| Forum Private Client Group LLC | 0.38% | Add +7.8% | 1,585 | $793K |
| Watchman Group, Inc. | 0.25% | Add +0.9% | 1,583 | $792K |
| Oakwell Private Wealth Management, LLC | 0.22% | No change | 1,583 | $792K |
| Rothschild & Co Wealth Management UK Ltd | 0.01% | No change | 1,575 | $788K |
| Dupree Financial Group, LLC | 0.38% | Add +60.7% | 1,572 | $786K |
| Spectrum Planning & Advisory Services Inc. | 0.76% | — | 1,559 | $786K |
| Covington Investment Advisors Inc. | 0.13% | No change | 1,565 | $783K |
| Lakeridge Wealth Management LLC | 0.47% | Add +17.3% | 1,565 | $783K |
| Dimension Capital Management LLC | 0.16% | No change | 1,565 | $783K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.08% | No change | 1,559 | $780K |
| HighMark Wealth Management LLC | 0.47% | No change | 1,555 | $778K |
| Boyce & Associates Wealth Consulting, Inc. | 0.91% | Add +0.3% | 1,554 | $777K |
| Woodley Farra Manion Portfolio Management Inc. | 0.04% | Reduce -0.8% | 1,545 | $775K |
| Trexquant Investment LP | 0.01% | Reduce -90.3% | 1,547 | $774K |
| Significant Wealth Partners LLC | 0.43% | Add +119.9% | 1,535 | $768K |
| First Wilshire Securities Management Inc. | 0.23% | No change | 1,533 | $767K |
| Synergy Financial Group, LTD | 0.80% | Add +14.2% | 1,532 | $766K |
| Pathway Financial Advisors LLC | 0.21% | No change | 1,526 | $763K |
| Buska Wealth Management, LLC | 0.30% | Add +50.7% | 1,525 | $763K |
| Walker Asset Management, LLC | 0.51% | Add +0.4% | 1,519 | $760K |
| Epic Trust Investment Advisors, LLC | 0.83% | Reduce -12.4% | 1,510 | $755K |
| Lane & Associates LLC | 0.45% | Add +2.6% | 1,509 | $755K |
| Rinkey Investments | 0.27% | Add +53.5% | 1,509 | $755K |
| Voya Investment Management LLC | 0.00% | No change | 1,509 | $755K |
| Benchmark Financial Wealth Advisors, LLC | 0.28% | Add +0.5% | 1,507 | $754K |
| Moneco Advisors, LLC | 0.11% | Reduce -29.3% | 1,504 | $752K |
| Revisor Wealth Management LLC | 0.52% | Reduce -20.8% | 1,502 | $751K |
| American Asset Management Inc. | 0.89% | New | 1,500 | $750K |
| Congress Asset Management Co. | 0.01% | No change | 1,499 | $750K |
| Arbor Wealth Advisors LLC | 0.74% | No change | 1,496 | $748K |
| Hall Capital Management Co. Inc. | 0.36% | No change | 1,496 | $748K |
| Moody LYNN Lieberson & Walker, LLC | 0.05% | Reduce -6.6% | 1,495 | $748K |
| Great Lakes Advisors, LLC | 0.01% | Add +156.0% | 1,490 | $745K |
| Accretive Wealth Partners, LLC | 0.31% | No change | 1,485 | $743K |
| Triton Wealth Management, PLLC | 0.43% | Reduce -0.2% | 1,459 | $742K |
| Allen Capital Group, LLC | 0.10% | Add +18.5% | 1,484 | $742K |
| Chiron Capital Management, LLC | 0.71% | Add +15.6% | 1,483 | $742K |
| Financial Management Network Inc. | 0.18% | Reduce -2.2% | 1,451 | $740K |
| Pacific Center for Financial Services | 0.21% | Add +0.5% | 1,475 | $738K |
| Catalyst Private Wealth, LLC | 0.39% | Add +13.2% | 1,474 | $737K |
| Steigerwald, Gordon & Koch Inc. | 0.09% | Add +2.1% | 1,473 | $737K |
| Pavion Blue Capital, LLC | 0.36% | Add +0.1% | 1,471 | $736K |
| DiNuzzo Private Wealth, Inc. | 0.10% | No change | 1,468 | $734K |
| Ironwood Financial, llc | 0.16% | Add +1.6% | 1,467 | $734K |
| Berkshire Asset Management LLC | 0.04% | Add +2.9% | 1,463 | $732K |
| Cumberland Partners Ltd | 0.05% | No change | 1,463 | $732K |
| Summit X, LLC | 0.16% | Add +1.7% | 1,459 | $730K |
| Collaborative Wealth Managment Inc. | 0.36% | Reduce -8.1% | 1,458 | $729K |
| Integrity Wealth Solutions LLC | 0.47% | Add +15.7% | 1,448 | $727K |
| Summit Asset Management, LLC | 0.09% | No change | 1,453 | $727K |
| Blueprint Investment Partners LLC | 0.16% | Add +67.1% | 1,452 | $726K |
| CBIZ Investment Advisory Services, LLC | 0.04% | Add +10.8% | 1,442 | $724K |
| Trivant Custom Portfolio Group, LLC | 0.44% | Add +0.7% | 1,447 | $724K |
| Wealth Alliance, LLC | 0.09% | Add +1.4% | 1,440 | $720K |
| Meridian Investment Counsel Inc. | 0.23% | Add +1.3% | 1,438 | $719K |
| Avestar Capital, LLC | 0.08% | Reduce -3.8% | 1,437 | $719K |
| Wealth Forward, LLC | 0.56% | No change | 1,437 | $719K |
| Tillman Hartley LLC | 0.24% | Reduce -2.5% | 1,430 | $715K |
| Astoria Strategic Wealth, Inc. | 0.22% | Reduce -0.6% | 1,430 | $715K |
| McLean Asset Management Corp | 0.23% | Add +0.1% | 1,386 | $715K |
| Belmont Capital, LLC | 0.13% | New | 1,429 | $715K |
| Fingerlakes Wealth Management, Inc. | 0.64% | No change | 1,429 | $715K |
| Consilium Wealth Advisory, LLC | 0.39% | Add +1.6% | 1,425 | $713K |
| Shira Ridge Wealth Management | 0.40% | Reduce -10.4% | 1,424 | $712K |
| REDW Wealth LLC | 0.19% | Add +1.8% | 1,423 | $712K |
| Sachetta, LLC | 0.31% | Add +24.9% | 1,423 | $709K |
| Griffin Asset Management, Inc. | 0.08% | Reduce -13.6% | 1,413 | $707K |
| Interchange Capital Partners, LLC | 0.26% | New | 1,412 | $706K |
| Pine Harbor Wealth Management, LLC | 0.42% | No change | 1,411 | $705K |
| Cedrus LLC | 0.35% | Add +17.6% | 1,408 | $704K |
| Ashford Advisors, LLC | 0.17% | Reduce -9.7% | 1,402 | $704K |
| Refined Wealth Management | 0.54% | No change | 1,406 | $703K |
| Cadent Capital Advisors, LLC | 0.28% | Add +186.7% | 1,402 | $701K |
| Lakeside Advisors, INC. | 0.45% | No change | 1,400 | $700K |
| Porter White Investment Advisors, Inc. | 0.37% | Add +1.0% | 1,396 | $698K |
| Amplius Wealth Advisors, LLC | 0.08% | No change | 1,383 | $692K |
| Foster & Motley Inc. | 0.05% | Add +6.8% | 1,382 | $691K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +50.4% | 1,376 | $688K |
| Sunbelt Securities, Inc. | 0.07% | Add +2.5% | 1,374 | $687K |
| Kingfisher Capital LLC | 0.16% | Add +164.4% | 1,367 | $684K |
| Two West Capital Advisors LLC | 0.65% | — | 1,362 | $681K |
| Pursue Wealth Partners LLC | 0.37% | Add +18.4% | 1,353 | $676K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.21% | New | 1,350 | $675K |
| RB Capital Management, LLC | 0.18% | Reduce -27.0% | 1,349 | $675K |
| Northern Capital Management, Inc. | 0.45% | Add +7.8% | 1,349 | $675K |
| RiverFront Investment Group, LLC | 0.02% | Add +81.5% | 1,343 | $672K |
| Pineridge Advisors LLC | 0.23% | Reduce -18.0% | 1,343 | $672K |
| Howard Capital Management Group, LLC | 0.05% | Reduce -10.3% | 1,340 | $670K |
| GFS Advisors, LLC | 0.11% | Reduce -47.8% | 700 | $670K |
| Galvin, Gaustad & Stein, LLC | 0.06% | Add +5.3% | 1,328 | $664K |
| Morningstar Investment Services LLC | 0.01% | New | 1,316 | $663K |
| Investmark Advisory Group LLC | 0.35% | Reduce -0.1% | 1,318 | $660K |
| Bedell Frazier Investment Counselling, LLC | 0.16% | Reduce -2.2% | 1,315 | $658K |
| CapWealth Advisors, LLC | 0.08% | Reduce -3.3% | 1,312 | $656K |
| Emprise Bank | 0.40% | No change | 1,310 | $655K |
| Affinity Capital Advisors, LLC | 0.14% | Add +98.5% | 1,310 | $655K |
| River Street Advisors LLC | 0.41% | No change | 1,305 | $653K |
| Cerro Pacific Wealth Advisors LLC | 0.25% | — | 1,299 | $650K |
| Elevatus Welath Management | 0.24% | Add +3.1% | 1,293 | $647K |
| Essential Planning, LLC. | 0.28% | Add +18.8% | 1,291 | $646K |
| Mission Creek Capital Partners, Inc. | 0.16% | Add +11.4% | 1,288 | $644K |
| Essex LLC | 0.14% | Add +14.3% | 1,286 | $643K |
| Gould Asset Management LLC | 0.15% | Reduce -3.0% | 1,286 | $643K |
| RDA Financial Network | 0.21% | Reduce -0.2% | 1,282 | $641K |
| Rothschild Capital Partners, LLC | 0.18% | Add +53.8% | 1,281 | $641K |
| 49 Wealth Management, LLC | 0.13% | Add +69.6% | 1,272 | $637K |
| Central Bank & Trust Co. | 0.09% | Reduce -7.3% | 1,274 | $637K |
| Bigelow Investment Advisors, LLC | 0.30% | Reduce -41.0% | 1,267 | $634K |
| Mills Wealth Advisors LLC | 0.45% | Reduce -2.6% | 1,266 | $633K |
| Chris Bulman Inc | 0.43% | — | 1,266 | $633K |
| Castleview Partners, LLC | 0.36% | Add +45.0% | 1,266 | $633K |
| Dearborn Partners LLC | 0.03% | Add +14.8% | 1,266 | $633K |
| Valley National Advisers Inc. | 0.09% | Add +2.4% | 1,265 | $632K |
| Van Hulzen Asset Management, LLC | 0.04% | Add +0.8% | 1,261 | $631K |
| Wealthcare Capital Management LLC | 0.07% | Reduce -8.2% | 1,257 | $629K |
| First National Bank of Mount Dora, Trust Investment Services | 0.15% | Add +19.0% | 1,252 | $626K |
| Smith Salley Wealth Management | 0.04% | Add +7.0% | 1,251 | $626K |
| XTX Topco Ltd | 0.05% | Add +47.7% | 1,251 | $626K |
| Opus Investment Management Inc. | 0.40% | No change | 1,250 | $625K |
| Van Den Berg Management I, Inc. | 0.19% | Reduce -0.4% | 1,248 | $624K |
| Bouchey Financial Group, Ltd. | 0.06% | Reduce -0.7% | 1,244 | $622K |
| Regent Peak Wealth Advisors LLC | 0.14% | Reduce -3.4% | 1,234 | $617K |
| Howe & Rusling Inc. | 0.06% | Add +6.9% | 1,232 | $616K |
| Montis Financial, LLC | 0.28% | No change | 1,232 | $616K |
| Tower View Wealth Management LLC | 0.35% | Reduce -1.1% | 1,227 | $614K |
| Harvest Investment Advisors, LLC | 0.45% | New | 1,225 | $613K |
| Berkeley Capital Partners, LLC | 0.18% | Add +0.1% | 1,222 | $611K |
| Strategic Wealth Partners, Ltd. | 0.06% | Add +5.3% | 1,220 | $610K |
| Tarbox Family Office, Inc. | 0.11% | No change | 1,218 | $609K |
| Wealth Management Associates, Inc. | 0.29% | No change | 1,218 | $609K |
| Tilia Fiduciary Partners, Inc. | 0.48% | Reduce -2.0% | 1,218 | $609K |
| Tidemark, LLC | 0.28% | Add +2.4% | 1,216 | $608K |
| IAG Wealth Partners, LLC | 0.12% | Add +53.8% | 1,212 | $606K |
| CPR Investments Inc. | 0.50% | Add +12.0% | 1,210 | $605K |
| Main Street Group, LTD | 0.28% | Reduce -12.1% | 1,208 | $605K |
| Meridian Financial Advisors, LLC | 0.44% | Add +44.2% | 1,210 | $605K |
| ETF Store, Inc. | 0.62% | No change | 1,210 | $605K |
| Concorde Asset Management, LLC | 0.37% | Reduce -9.2% | 1,208 | $604K |
| Balefire, LLC | 0.21% | Reduce -10.7% | 1,207 | $604K |
| Ironvine Capital Partners, LLC | 0.07% | No change | 1,205 | $603K |
| Jamison Private Wealth Management, Inc. | 0.10% | Add +5.6% | 1,203 | $602K |
| Intelligence Driven Advisers, LLC | 0.09% | Reduce -22.5% | 1,201 | $601K |
| GAMMA Investing LLC | 0.08% | Add +339.6% | 1,200 | $600K |
| Aquire Wealth Advisors, LLC | 0.20% | Add +0.9% | 1,197 | $599K |
| Woodward Diversified Capital, LLC | 0.35% | New | 1,194 | $597K |
| Clarity Financial LLC | 0.09% | Reduce -47.6% | 1,193 | $597K |
| TBH Global Asset Management, LLC | 0.13% | Reduce -10.3% | 1,191 | $596K |
| Kennedy Investment Group, Inc. | 0.30% | Add +2.1% | 1,191 | $595K |
| Austin Private Wealth, LLC | 0.06% | Add +2.5% | 1,189 | $595K |
| Iron Horse Wealth Management, LLC | 0.23% | Reduce -1.3% | 1,189 | $595K |
| Covenant Asset Management, LLC | 0.13% | Add +106.5% | 1,179 | $590K |
| Family Capital Management, Inc. | 0.40% | Reduce -0.6% | 1,175 | $588K |
| Curtis Advisory Group, LLC | 0.21% | Add +3.7% | 1,168 | $584K |
| Source Financial Advisors LLC | 0.18% | No change | 1,167 | $584K |
| Shepherd Kaplan Krochuk, LLC | 0.46% | Add +33.9% | 1,166 | $583K |
| Studio Investment Management LLC | 0.13% | Add +11.0% | 1,150 | $579K |
| Financial Advisors, LLC | 0.12% | Reduce -2.8% | 1,158 | $579K |
| RPS Advisory Solutions LLC | 0.53% | — | 1,156 | $578K |
| Highland Capital Management, LLC | 0.03% | Add +3.6% | 1,156 | $578K |
| Capital Counsel LLC | 0.03% | Reduce -14.5% | 1,156 | $578K |
| Cahaba Wealth Management, Inc. | 0.05% | Reduce -0.3% | 1,155 | $578K |
| Fortitude Advisory Group L.L.C. | 0.34% | Add +0.7% | 1,154 | $577K |
| Alaska Permanent Fund Corp | 0.01% | No change | 1,139 | $576K |
| Legacy Bridge, LLC | 0.34% | No change | 1,152 | $576K |
| Pacific Financial Group Inc. | 0.41% | Reduce -3.8% | 1,151 | $576K |
| Lynx Investment Advisory | 0.43% | — | 1,150 | $575K |
| Advisory Resource Group | 0.13% | Add +1.1% | 1,146 | $573K |
| Gryphon Financial Partners LLC | 0.09% | New | 1,146 | $573K |
| AAF Wealth Management, LLC | 0.30% | New | 1,145 | $573K |
| Maiden Cove Capital, LLC | 1.24% | — | 1,192 | $572K |
| American Institute for Advanced Investment Management, LLP | 0.44% | Add +3.3% | 1,144 | $572K |
| Lake Hills Wealth Management, LLC | 0.41% | Reduce -0.3% | 1,142 | $571K |
| Wells Trecaso Financial Group, LLC | 0.20% | No change | 1,137 | $569K |
| Waypoint Capital Advisors, LLC | 0.14% | Add +6.0% | 1,136 | $568K |
| Perennial Advisors, LLC | 0.13% | Add +2.7% | 1,134 | $567K |
| Ethos Financial Group, LLC | 0.10% | Add +6.5% | 1,130 | $567K |
| Beacon Financial Planning, Inc. | 0.38% | Reduce -11.6% | 1,127 | $564K |
| Burns Matteson Capital Management, LLC | 0.35% | Add +3.3% | 1,124 | $562K |
| Maple Capital Management, Inc. | 0.05% | Reduce -5.8% | 1,122 | $561K |
| ORBA Wealth Advisors, L.L.C. | 0.29% | New | 1,120 | $560K |
| First Trust Direct Indexing L.P. | 0.03% | Reduce -46.5% | 1,119 | $560K |
| Cahill Wealth Management, LLC | 0.33% | Reduce -4.4% | 1,114 | $557K |
| National Wealth Management Group, LLC | 0.42% | Reduce -62.4% | 1,114 | $557K |
| Northwest Bank & Trust Co | 0.46% | No change | 1,108 | $554K |
| Meredith Wealth Planning | 0.29% | Reduce -4.3% | 1,107 | $554K |
| Chesapeake Wealth Management | 0.20% | Add +0.7% | 1,106 | $553K |
| Harbor Group, Inc. | 0.14% | Add +0.5% | 1,103 | $552K |
| Elk River Wealth Management LLC | 0.11% | Reduce -0.7% | 1,099 | $552K |
| Kuhn & Co Investment Counsel | 0.49% | Add +4.8% | 1,103 | $551K |
| Campion Asset Management | 0.43% | No change | 1,100 | $550K |
| 3EDGE Asset Management, LP | 0.04% | No change | 1,100 | $550K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -99.1% | 1,100 | $550K |
| USAdvisors Wealth Management, LLC | 0.19% | Reduce -81.0% | 1,100 | $550K |
| OLIO Financial Planning | 0.23% | No change | 1,255 | $550K |
| Manhattan West Asset Management, LLC | 0.15% | Add +1.5% | 1,099 | $549K |
| Fortis Capital Advisors, LLC | 0.20% | New | 1,097 | $549K |
| Knightsbridge Asset Management, LLC | 0.14% | Reduce -17.8% | 1,097 | $549K |
| Colton Groome Financial Advisors, LLC | 0.22% | Reduce -5.5% | 1,095 | $548K |
| Hurlow Wealth Management Group, Inc. | 0.19% | No change | 1,094 | $547K |
| Financial Partners Group, LLC | 0.21% | Add +4.8% | 1,088 | $544K |
| Great Lakes Retirement, Inc. | 0.07% | Reduce -37.9% | 1,080 | $542K |
| Towercrest Capital Management | 0.09% | Add +0.6% | 1,081 | $541K |
| First Citizens Financial Corp | 0.32% | No change | 1,080 | $540K |
| Bay Rivers Group | 0.28% | Reduce -2.7% | 1,080 | $540K |
| Resources Management Corp. /CT/ | 0.08% | No change | 1,079 | $539K |
| Armor Investment Advisors, LLC | 0.25% | No change | 1,077 | $539K |
| Wolff Wiese Magana LLC | 0.43% | Add +51.8% | 1,076 | $538K |
| Dominguez Wealth Management Solutions, Inc. | 0.41% | No change | 1,076 | $538K |
| 626 Financial, LLC | 0.31% | No change | 1,073 | $537K |
| Lodestone Wealth Management LLC | 0.28% | Add +0.8% | 1,071 | $536K |
| Quadrant Private Wealth Management, LLC | 0.12% | Add +0.1% | 1,063 | $534K |
| Lee Financial Co | 0.09% | No change | 1,063 | $533K |
| New Hampshire Trust | 0.12% | Reduce -2.3% | 1,064 | $532K |
| Opes Wealth Management LLC | 0.11% | No change | 1,059 | $530K |
| Santori & Peters, Inc. | 0.23% | Reduce -2.5% | 1,059 | $529K |
| Trueblood Wealth Management, LLC | 0.30% | Reduce -10.0% | 1,058 | $529K |
| Gallagher Fiduciary Advisors, LLC | 0.12% | Reduce -1.3% | 1,058 | $529K |
| Hoge Financial Services, LLC | 0.43% | No change | 1,057 | $529K |
| Coston, McIsaac & Partners | 0.17% | Reduce -0.8% | 1,055 | $527K |
| Park Place Capital Corp | 0.17% | Reduce -5.0% | 1,052 | $526K |
| White Pine Capital LLC | 0.20% | No change | 1,050 | $525K |
| JNBA Financial Advisors | 0.06% | No change | 1,049 | $525K |
| Legacy Wealth Asset Management, LLC | 0.15% | Add +0.5% | 1,049 | $525K |
| New Wave Wealth Advisors LLC | 0.28% | — | 1,048 | $524K |
| Wolf Group Capital Advisors | 0.21% | Add +1.9% | 1,045 | $523K |
| Missouri Trust & Investment Co | 0.20% | Reduce -2.2% | 1,039 | $520K |
| Curi Capital, LLC | 0.01% | Reduce -74.1% | 1,038 | $519K |
| Trifecta Capital Advisors, LLC | 0.11% | Reduce -2.0% | 1,038 | $519K |
| LifePro Asset Management | 0.37% | Add +0.5% | 1,036 | $518K |
| Signature Resources Capital Management, LLC | 0.43% | Reduce -1.0% | 1,036 | $518K |
| Cresta Advisors, Ltd. | 0.31% | Reduce -0.2% | 1,036 | $518K |
| Hartford Financial Management Inc. | 0.11% | Add +2.1% | 1,034 | $517K |
| WFA of San Diego, LLC | 0.46% | — | 1,032 | $516K |
| TrinityPoint Wealth, LLC | 0.08% | Add +2.5% | 1,030 | $515K |
| Stonebridge Capital Advisors LLC | 0.05% | Add +24.8% | 1,027 | $514K |
| Roberts Financial Services LLC | 0.10% | No change | 1,025 | $513K |
| Strait & Sound Wealth Management LLC | 0.26% | Add +3.0% | 1,025 | $513K |
| Laidlaw Wealth Management LLC | 0.28% | New | 1,024 | $512K |
| Stone Summit Wealth LLC | 0.18% | Reduce -3.3% | 1,023 | $512K |
| Luts & Greenleigh Group, Inc. | 0.53% | — | 1,021 | $510K |
| Sherrill & Hutchins Financial Advisory, Inc | 0.46% | New | 1,017 | $509K |
| Patton Albertson Miller Group, LLC | 0.07% | Reduce -0.1% | 1,015 | $508K |
| RAM Investment Partners, LLC | 0.15% | Add +4.4% | 1,012 | $506K |
| Avalon Advisory Group | 0.24% | New | 1,006 | $503K |
| Strata Wealth Advisors, LLC | 0.17% | Add +10.4% | 1,005 | $503K |
| Davidson Trust Co. | 0.35% | Reduce -9.9% | 1,003 | $502K |
| MidAtlantic Capital Management, Inc. | 0.42% | Add +3.7% | 1,003 | $501K |
| Pacifica Partners Inc. | 0.22% | No change | 989 | $501K |
| Farmers Trust Co. | 0.10% | No change | 1,000 | $500K |
| Peak Planning Group, LLC | 0.25% | New | 999 | $500K |
| Trellis Wealth Advisors LLC | 0.27% | New | 993 | $497K |
| Cullen Investment Group, LTD. | 0.08% | Reduce -1.1% | 992 | $496K |
| Ulland Investment Advisors, LLC | 0.38% | Add +1.5% | 990 | $495K |
| Mason Investment Advisory Services, Inc. | 0.03% | No change | 988 | $494K |
| Fortis Group Advisors, LLC | 0.10% | Add +346.1% | 986 | $493K |
| Sharp Wealth Advisory, LLC | 0.42% | Add +47.2% | 986 | $493K |
| Girard Partners LTD. | 0.05% | Reduce -16.3% | 986 | $493K |
| Sicart Associates LLC | 0.19% | No change | 982 | $493K |
| Tamar Securities, LLC | 0.08% | Add +4.1% | 985 | $493K |
| Oak Hill Wealth Advisors, LLC | 0.15% | — | 983 | $492K |
| Goelzer Investment Management, Inc. | 0.03% | No change | 983 | $492K |
| RFP Financial Group LLC | 0.18% | Reduce -28.4% | 982 | $491K |
| Marex Group Ltd | 0.01% | No change | 981 | $491K |
| Forte Capital LLC | 0.06% | Reduce -12.5% | 979 | $490K |
| Ledyard National Bank | 0.05% | Reduce -0.3% | 978 | $489K |
| Willow Creek Wealth Management Inc. | 0.06% | Reduce -0.2% | 977 | $489K |
| Brandywine Oak Private Wealth LLC | 0.05% | No change | 976 | $488K |
| Main Street Research LLC | 0.03% | Add +3.0% | 972 | $488K |
| Navalign, LLC | 0.15% | No change | 975 | $488K |
| 1832 Asset Management L.P. | 0.00% | Add +100.0% | 974 | $487K |
| Shulman DeMeo Asset Management LLC | 0.13% | No change | 973 | $487K |
| LifeSteps Financial, Inc. | 0.40% | No change | 969 | $485K |
| Poehling Capital Management, INC. | 0.13% | No change | 969 | $485K |
| Brogan Financial, Inc. | 0.30% | Add +1.1% | 967 | $484K |
| tru Independence LLC | 0.15% | Reduce -3.8% | 964 | $482K |
| Aprio Wealth Management, LLC | 0.09% | Add +9.4% | 963 | $482K |
| Rosenblum Silverman Sutton S F Inc. | 0.13% | Reduce -2.4% | 959 | $480K |
| Heartwood Wealth Advisors LLC | 0.06% | Add +28.3% | 957 | $479K |
| Chilton Investment Co. Inc. | 0.01% | Reduce -28.8% | 955 | $478K |
| Gsa Capital Partners LLP | 0.03% | Add +33.1% | 953 | $477K |
| Private Capital Management, LLC | 0.06% | No change | 945 | $472K |
| Key Financial Inc | 0.11% | Add +7.0% | 942 | $471K |
| PrairieView Partners, LLC | 0.05% | No change | 943 | $471K |
| Cranbrook Wealth Management, LLC | 0.12% | Reduce -0.1% | 941 | $471K |
| Atticus Wealth Management, LLC | 0.15% | No change | 938 | $469K |
| One Wealth Advisors, LLC | 0.10% | Add +19.0% | 957 | $469K |
| Old North State Wealth Management, LLC | 0.31% | No change | 932 | $468K |
| Sterling Wealth Management, Inc. | 0.22% | No change | 934 | $467K |
| Triumph Capital Management | 0.18% | Add +64.0% | 925 | $464K |
| Fayez Sarofim & Co | 0.00% | Add +10.5% | 927 | $464K |
| Ehrlich Financial Group | 0.36% | Reduce -53.4% | 924 | $462K |
| Eldridge Investment Advisors, Inc. | 0.12% | No change | 924 | $462K |
| D. Scott Neal, Inc. | 0.26% | No change | 917 | $460K |
| Atlas Private Wealth Advisors | 0.07% | Add +99.8% | 917 | $459K |
| Westside Investment Management, Inc. | 0.10% | No change | 912 | $456K |
| Holderness Investments Co. | 0.11% | Add +0.8% | 913 | $456K |
| Heritage Wealth Management, Inc. | 0.44% | No change | 905 | $453K |
| Mountain Pacific Investment Advisers LLC | 0.03% | Reduce -22.5% | 905 | $453K |
| William Howard & Co Financial Advisors Inc | 0.42% | Add +1.7% | 897 | $450K |
| Schmidt P J Investment Management Inc. | 0.08% | Reduce -6.7% | 899 | $450K |
| RPg Family Wealth Advisory, LLC | 0.15% | Reduce -22.8% | 895 | $449K |
| Alaethes Wealth, LLC | 0.19% | No change | 895 | $449K |
| NRI Wealth Management LC | 0.35% | Reduce -4.7% | 898 | $449K |
| ROI Financial Advisors, LLC | 0.32% | Reduce -0.6% | 894 | $447K |
| Paragon Financial Partners, Inc. | 0.35% | No change | 891 | $446K |
| Alta Wealth Advisors LLC | 0.22% | No change | 891 | $446K |
| Appleton Partners Inc. | 0.03% | No change | 891 | $445K |
| Joseph P. Lucia & Associates, LLC | 0.23% | Add +5.7% | 886 | $443K |
| Cypress Capital, LLC | 0.12% | Add +3.6% | 884 | $442K |
| Addison Capital Co | 0.19% | Add +16.8% | 883 | $442K |
| Stiles Financial Services Inc | 0.17% | Reduce -11.7% | 883 | $442K |
| Signature Wealth Management Group | 0.19% | Reduce -0.2% | 882 | $441K |
| Measured Wealth Private Client Group, LLC | 0.15% | No change | 881 | $441K |
| O'Dell Group, LLC | 0.11% | No change | 916 | $440K |
| Strategic Wealth Investment Group, LLC | 0.06% | — | 878 | $440K |
| Patten Group, Inc. | 0.10% | No change | 880 | $440K |
| Princeton Global Asset Management LLC | 0.10% | Add +105.1% | 880 | $440K |
| Broadleaf Partners, LLC | 0.11% | Add +0.3% | 877 | $439K |
| Family Asset Management, LLC | 0.28% | Add +5.2% | 876 | $438K |
| Burke & Herbert Bank & Trust Co. | 0.11% | No change | 875 | $438K |
| Riversedge Advisors, LLC | 0.11% | Reduce -3.0% | 874 | $437K |
| JFG Wealth Management, LLC | 0.12% | New | 874 | $437K |
| Pathway Financial Advisers, LLC | 0.16% | Add +9.5% | 885 | $437K |
| Lyell Wealth Management, LP | 0.04% | New | 871 | $435K |
| Atlantic Private Wealth, LLC | 0.35% | No change | 869 | $435K |
| Summit Investment Advisory Services, LLC | 0.51% | Reduce -3.2% | 868 | $434K |
| HTLF Bank | 0.05% | Reduce -10.8% | 868 | $434K |
| Taylor Financial Group, Inc. | 0.33% | Reduce -0.6% | 867 | $434K |
| GDS Wealth Management | 0.05% | Add +6.1% | 867 | $434K |
| New Capital Management LP | 0.13% | Add +6.5% | 866 | $433K |
| High Note Wealth, LLC | 0.13% | Reduce -0.6% | 863 | $432K |
| PCG Wealth Advisors, LLC | 0.19% | No change | 862 | $431K |
| Falcon Wealth Planning | 0.06% | Reduce -40.3% | 861 | $430K |
| Pinkerton Wealth, LLC | 0.07% | Add +1.2% | 858 | $429K |
| Sargent Investment Group, LLC | 0.09% | Add +31.7% | 855 | $428K |
| Foster Victor Wealth Advisors, LLC | 0.04% | Add +33.1% | 824 | $427K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.17% | New | 854 | $427K |
| Brown, Lisle/Cummings, Inc. | 0.14% | Reduce -3.5% | 854 | $427K |
| Syntegra Private Wealth Group, LLC | 0.05% | Reduce -52.4% | 851 | $426K |
| TNF LLC | 0.16% | Reduce -3.6% | 855 | $425K |
| Lincoln Capital LLC | 0.09% | Add +46.2% | 839 | $420K |
| Horizons Wealth Management | 0.33% | Add +183.6% | 831 | $419K |
| Ayrshire Capital Management LLC | 0.21% | No change | 837 | $419K |
| Colony Family Offices, LLC | 0.13% | Add +24.0% | 833 | $418K |
| Vestor Capital, LLC | 0.03% | Add +16.8% | 836 | $418K |
| GPS Wealth Strategies Group, LLC | 0.06% | Reduce -1.3% | 834 | $417K |
| Glassy Mountain Advisors, Inc. | 0.15% | New | 834 | $417K |
| Octavia Wealth Advisors, LLC | 0.06% | Add +1.5% | 831 | $417K |
| Moseley Investment Management Inc. | 0.19% | Reduce -2.7% | 832 | $416K |
| Iron Gate Global Advisors LLC | 0.07% | Add +3.1% | 831 | $416K |
| Whelan Financial | 0.19% | Reduce -10.7% | 830 | $415K |
| Advantage Trust Co | 0.30% | Add +1.3% | 829 | $415K |
| Colonial Trust Co / SC | 0.07% | Add +2.4% | 829 | $415K |
| American Planning Services, Inc. | 0.29% | No change | 824 | $412K |
| Kolinsky Wealth Management, LLC | 0.30% | Add +58.3% | 823 | $412K |
| Napa Wealth Management | 0.28% | Add +0.7% | 823 | $412K |
| Dogwood Wealth Management LLC | 0.25% | Reduce -0.6% | 818 | $409K |
| SWAN Capital LLC | 0.22% | No change | 812 | $406K |
| Pennsylvania Capital Management Inc. | 0.16% | No change | 810 | $405K |
| Lester Murray Antman dba SimplyRich | 0.13% | No change | 811 | $405K |
| ODonnell Financial Services, LLC | 0.18% | No change | 809 | $405K |
| Kowal Investment Group, LLC | 0.08% | Reduce -0.6% | 801 | $401K |
| Hantz Financial Services, Inc. | 0.01% | Add +1.8% | 800 | $400K |
| White Knight Strategic Wealth Advisors, LLC | 0.40% | No change | 799 | $400K |
| Columbia Asset Management | 0.07% | Reduce -96.9% | 793 | $397K |
| Sandhill Capital Partners LLC | 0.03% | New | 793 | $397K |
| Aureus Asset Management, LLC | 0.03% | New | 793 | $397K |
| Intellectus Partners, LLC | 0.11% | Reduce -16.3% | 786 | $395K |
| Anchor Capital Advisors LLC | 0.01% | Add +0.8% | 788 | $394K |
| Avalon Capital Management | 0.12% | New | 787 | $393K |
| MPS Loria Financial Planners, LLC | 0.13% | No change | 784 | $392K |
| Meritage Portfolio Management | 0.02% | Reduce -47.2% | 783 | $392K |
| Bernzott Capital Advisors | 0.18% | Reduce -5.4% | 782 | $391K |
| Pegasus Asset Management, Inc. | 0.12% | No change | 781 | $391K |
| RVW Wealth, LLC | 0.04% | No change | 781 | $390K |
| Bayshore Asset Management, LLC | 0.19% | Reduce -8.8% | 771 | $386K |
| Caldwell Sutter Capital, Inc. | 0.19% | No change | 771 | $386K |
| Sterling Investment Counsel, LLC | 0.15% | Reduce -0.5% | 770 | $385K |
| Granite Bay Wealth Management, LLC | 0.21% | Add +12.6% | 769 | $385K |
| Howard Financial Services, LTD. | 0.06% | Reduce -21.1% | 770 | $385K |
| Matisse Capital | 0.19% | Add +3.2% | 766 | $383K |
| Envoi LLC | 1.22% | No change | 766 | $383K |
| Capital Investment Services of America, Inc. | 0.04% | Add +3.2% | 766 | $383K |
| Sinecera Capital, LLC | 0.52% | Add +0.4% | 766 | $383K |
| Guardian Wealth Advisors, LLC | 0.25% | Add +17.0% | 764 | $382K |
| ABLE Financial Group, LLC | 0.14% | Add +3.4% | 761 | $381K |
| Cape Investment Advisory, Inc. | 0.17% | Add +29.2% | 761 | $381K |
| Exchange Bank | 0.32% | No change | 758 | $379K |
| Gilman Hill Asset Management, LLC | 0.07% | No change | 758 | $379K |
| Weatherly Asset Management L. P. | 0.03% | No change | 751 | $377K |
| Prairie Wealth Advisors, Inc. | 0.19% | Add +3.9% | 752 | $376K |
| TrueWealth Advisors, LLC | 0.14% | No change | 751 | $376K |
| Beacon Wealthcare LLC | 0.16% | Reduce -18.3% | 748 | $374K |
| Cottage Street Advisors LLC | 0.22% | Reduce -23.6% | 747 | $374K |
| Cypress Financial Planning LLC | 0.16% | Add +65.6% | 747 | $374K |
| Shakespeare Wealth Management, LLC | 0.11% | Add +2.5% | 745 | $373K |
| Hedeker Wealth, LLC | 0.11% | Reduce -42.5% | 745 | $373K |
| Sei Investments Co. | 0.00% | Add +22.3% | 745 | $373K |
| Lwmg, LLC | 0.08% | Reduce -5.0% | 744 | $372K |
| Coastal Bridge Advisors, LLC | 0.09% | Add +10.8% | 742 | $371K |
| Gables Capital Management Inc. | 0.19% | No change | 740 | $370K |
| Alliance Wealth Management Group | 0.11% | No change | 739 | $370K |
| Lifeworks Advisors, LLC | 0.10% | New | 739 | $370K |
| Ransom Advisory, Ltd | 0.18% | No change | 735 | $368K |
| Five Oceans Advisors | 0.19% | Reduce -54.4% | 733 | $366K |
| LVM Capital Management Ltd. | 0.04% | New | 733 | $366K |
| Higgins & Schmidt Wealth Strategies LLC | 0.26% | Add +3.0% | 728 | $364K |
| Punch & Associates Investment Management, Inc. | 0.02% | Add +1155.2% | 728 | $364K |
| Twelve Points Wealth Management LLC | 0.13% | Add +63.1% | 724 | $362K |
| Convergence Financial, LLC | 0.10% | New | 722 | $361K |
| Shepherd Financial Partners LLC | 0.05% | No change | 722 | $361K |
| Kirtland Hills Capital Management, LLC | 0.30% | Reduce -7.9% | 721 | $361K |
| Trinity Legacy Partners, LLC | 0.10% | Reduce -28.7% | 717 | $358K |
| Mma Asset Management LLC | 0.17% | Add +3.9% | 716 | $358K |
| Tandem Capital Management Corp. | 0.20% | Add +3.9% | 701 | $357K |
| Meadow Creek Wealth Advisors LLC | 0.34% | No change | 713 | $357K |
| Davidson Investment Advisors | 0.02% | Add +0.6% | 713 | $357K |
| Russell Investments Group, Ltd. | 0.00% | Add +4076.5% | 710 | $355K |
| Next Level Private LLC | 0.16% | Add +5.2% | 707 | $354K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.03% | New | 707 | $353K |
| Arax Advisory Partners | 0.03% | Reduce -50.5% | 707 | $353K |
| Mullaney, Keating & Wright, Inc. | 0.27% | — | 704 | $352K |
| Lebenthal Global Advisors, LLC | 0.08% | New | 703 | $352K |
| Spirit of America Management Corp. | 0.07% | Add +632.3% | 703 | $352K |
| Opinicus Capital, Inc. | 0.30% | Reduce -0.6% | 703 | $351K |
| Dash Acquisitions Inc. | 0.10% | Add +1.6% | 685 | $351K |
| Adell Harriman & Carpenter Inc. | 0.03% | Add +34.6% | 700 | $350K |
| Financial Advisory Partners, LLC | 0.13% | Reduce -2.9% | 700 | $350K |
| Northcape Wealth Management, LLC | 0.13% | Add +59.1% | 700 | $350K |
| Scientech Research LLC | 0.07% | New | 700 | $350K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -59.8% | 700 | $350K |
| LGT Financial Advisors LLC | 0.74% | No change | 700 | $350K |
| Dakota Community Bank & Trust NA | 1.88% | No change | 698 | $349K |
| Wrenne Financial Planning LLC | 0.24% | Add +14.6% | 698 | $349K |
| Bellwether Advisors, LLC | 0.07% | Reduce -22.0% | 696 | $348K |
| Hamilton Capital, LLC | 0.03% | Reduce -8.9% | 696 | $348K |
| Empirical Asset Management, LLC | 0.13% | Reduce -0.3% | 695 | $347K |
| McIlrath & Eck, LLC | 0.05% | No change | 692 | $346K |
| Sound Stewardship, LLC | 0.21% | No change | 690 | $345K |
| NovaPoint Capital, LLC | 0.12% | Add +3.5% | 687 | $344K |
| Butensky & Cohen Financial Security, Inc. | 0.11% | Add +9.4% | 687 | $344K |
| Bright Financial Advisors, Inc. | 0.24% | No change | 686 | $343K |
| Camelot Technology Advisors, Inc. | 0.32% | No change | 685 | $343K |
| West Coast Financial LLC | 0.04% | Add +45.8% | 684 | $342K |
| Crown Wealth Group, LLC | 0.17% | Reduce -20.0% | 684 | $342K |
| Semus Wealth Partners LLC | 0.26% | Reduce -6.8% | 684 | $342K |
| Vawter Financial, Ltd. | 0.23% | No change | 681 | $341K |
| Fairview Capital Investment Management, LLC | 0.02% | New | 679 | $340K |
| Kimelman & Baird, LLC | 0.03% | — | 679 | $340K |
| Shoker Investment Counsel, Inc. | 0.12% | New | 678 | $339K |
| Nabity-Jensen Investment Management Inc | 0.28% | No change | 676 | $338K |
| Shared Vision Wealth Group LLC | 0.20% | No change | 675 | $338K |
| Inlet Private Wealth, LLC | 0.09% | No change | 674 | $337K |
| SWP Financial LLC | 0.22% | No change | 673 | $337K |
| Maxwell Wealth Strategies Inc. | 0.16% | No change | 672 | $336K |
| Vaughan David Investments LLC | 0.01% | Reduce -1.9% | 673 | $336K |
| Schnieders Capital Management LLC | 0.07% | No change | 671 | $336K |
| Vermillion & White Wealth Management Group, LLC | 0.25% | Add +18.2% | 670 | $335K |
| Telos Capital Management, Inc. | 0.04% | No change | 670 | $335K |
| Conservest Capital Advisors, Inc. | 0.04% | No change | 697 | $335K |
| Arq Wealth Advisors, LLC | 0.14% | Add +18.2% | 668 | $334K |
| Peterson Wealth Advisors, LLC | 0.07% | Add +8.1% | 668 | $334K |
| Jentner Corp | 0.11% | Reduce -1.5% | 667 | $334K |
| MilWealth Group LLC | 0.11% | No change | 667 | $334K |
| Sprinkle Financial Consultants LLC | 0.26% | Reduce -10.0% | 666 | $333K |
| Total Investment Management Inc. | 0.04% | New | 662 | $331K |
| Arkansas Financial Group, Inc. | 0.06% | New | 661 | $330K |
| Strategy Asset Managers LLC | 0.07% | Reduce -29.3% | 811 | $330K |
| Fortitude Family Office, LLC | 0.19% | No change | 660 | $330K |
| Jmac Enterprises LLC | 0.06% | Add +1.2% | 659 | $330K |
| Cornerstone Wealth Advisors, Inc. | 0.10% | Reduce -12.0% | 658 | $329K |
| Tucker Asset Management LLC | 0.07% | Reduce -10.4% | 657 | $329K |
| Fulton Breakefield Broenniman LLC | 0.02% | New | 657 | $328K |
| Fiduciary Financial Group, LLC | 0.08% | — | 632 | $328K |
| Hazlett, Burt & Watson, Inc. | 0.17% | Reduce -5.8% | 654 | $328K |
| Rollins Financial Advisors, LLC | 0.06% | Add +3.9% | 648 | $324K |
| Ceera Investments, LLC | 0.14% | No change | 645 | $323K |
| Round Rock Advisors LLC | 0.08% | Add +11.8% | 645 | $323K |
| Prosperity Consulting Group, LLC | 0.04% | Reduce -0.6% | 641 | $321K |
| Hershey Financial Advisers, LLC | 0.29% | — | 641 | $321K |
| Chaney Capital Management, Inc. | 0.21% | New | 641 | $320K |
| Taylor & Morgan Wealth Management, LLC | 0.23% | Reduce -10.5% | 640 | $320K |
| Whitegate Investment Counselors, Inc. | 0.09% | Add +16.4% | 639 | $320K |
| Gateway Advisory, LLC | 0.05% | New | 638 | $319K |
| Sloy Dahl & Holst, LLC | 0.07% | No change | 636 | $318K |
| Fagan Associates, Inc. | 0.06% | No change | 635 | $318K |
| City Holding Co. | 0.05% | Add +3.3% | 634 | $317K |
| New Insight Wealth Advisors | 0.19% | Add +1.8% | 634 | $317K |
| Rodgers & Associates, LTD | 0.04% | Add +0.3% | 633 | $317K |
| Priebe Wealth Holdings LLC | 0.25% | Reduce -0.8% | 629 | $315K |
| Obsidian Personal Planning Solutions LLC | 0.19% | Add +14.4% | 626 | $313K |
| Silverlake Wealth Management LLC | 0.13% | Add +7.0% | 625 | $313K |
| City Center Advisors, LLC | 0.37% | No change | 647 | $311K |
| Triune Financial Partners, LLC | 0.11% | Reduce -0.2% | 618 | $309K |
| Neumann Capital Management, LLC | 0.11% | No change | 617 | $309K |
| Newport Capital Group, LLC | 0.24% | — | 616 | $308K |
| Archvest Wealth Advisors, Inc. | 0.20% | New | 613 | $307K |
| Indie Asset Partners, LLC | 0.24% | New | 614 | $307K |
| Piscataqua Savings Bank | 0.27% | No change | 613 | $307K |
| Exchange Capital Management, Inc. | 0.05% | Add +5.5% | 612 | $306K |
| Altfest L J & Co. Inc. | 0.04% | Add +0.5% | 611 | $306K |
| Inspire Advisors, LLC | 0.04% | Add +8.7% | 611 | $305K |
| Paragon Advisors, LLC | 0.11% | Reduce -27.3% | 610 | $305K |
| Paragon Capital Management Ltd | 0.06% | Reduce -38.6% | 610 | $305K |
| Lockerman Financial Group, Inc. | 0.55% | Reduce -2.4% | 608 | $304K |
| Lazari Capital Management, Inc. | 0.14% | Add +11.2% | 608 | $304K |
| Integris Wealth Management, LLC | 0.09% | Add +10.4% | 607 | $304K |
| Mattern Wealth Management LLC | 0.07% | No change | 603 | $302K |
| CCG Wealth Management, LLC | 0.17% | Add +5.3% | 600 | $300K |
| Mach-1 Financial Group, LLC | 0.21% | Add +8.1% | 599 | $300K |
| Lafayette Investments, Inc. | 0.07% | Add +0.5% | 598 | $299K |
| Capital CS Group, LLC | 0.34% | New | 597 | $299K |
| Ballew Advisors, Inc | 0.20% | Add +3.6% | 578 | $298K |
| Waterford Advisors, LLC | 0.13% | Add +0.8% | 596 | $298K |
| Lunt Capital Management, Inc. | 0.15% | No change | 596 | $298K |
| Palo Alto Wealth Advisors, LLC | 0.21% | Reduce -15.8% | 593 | $297K |
| Heritage Wealth Partners, LLC | 0.43% | Add +7.2% | 594 | $297K |
| Successful Portfolios LLC | 0.21% | Add +0.5% | 592 | $296K |
| Oxinas Partners, LLC | 0.20% | Add +1.4% | 591 | $296K |
| Swisher Financial Concepts, Inc. | 0.30% | No change | 582 | $294K |
| Summit Wealth Partners, LLC | 0.06% | Add +5.0% | 588 | $294K |
| Highview Capital Management LLC | 0.12% | New | 585 | $293K |
| James J. Burns & Company, LLC | 0.06% | Add +19.2% | 583 | $292K |
| Grey Fox Wealth Advisors, LLC | 0.10% | New | 581 | $292K |
| Mycio Wealth Partners, LLC | 0.07% | Reduce -4.0% | 583 | $292K |
| Merkkuri Wealth Advisors LLC | 0.27% | — | 581 | $291K |
| Omnia Family Wealth, LLC | 0.12% | New | 577 | $290K |
| Garrison Point Advisors, LLC | 0.19% | Add +5.5% | 579 | $290K |
| Resurgent Financial Advisors LLC | 0.18% | New | 579 | $290K |
| Gen-Wealth Partners Inc | 0.14% | Reduce -4.3% | 579 | $290K |
| Catalina Capital Group, LLC | 0.11% | Reduce -0.3% | 578 | $289K |
| Nelson Capital Management, LLC | 0.05% | Add +22.5% | 577 | $289K |
| KRS Capital Management, LLC | 0.22% | No change | 577 | $289K |
| Westshore Wealth, LLC | 0.12% | Reduce -53.4% | 576 | $288K |
| KMG Fiduciary Partners, LLC | 0.03% | Reduce -1.9% | 576 | $288K |
| Palumbo Wealth Management LLC | 0.12% | No change | 575 | $288K |
| Intrepid Financial Planning Group LLC | 0.12% | No change | 574 | $287K |
| Connors Investor Services Inc. | 0.03% | No change | 572 | $286K |
| Hilltop Partners LLC | 0.11% | New | 570 | $285K |
| Emfo, LLC | 0.25% | Reduce -28.9% | 566 | $283K |
| Cyr Financial Inc. | 0.28% | — | 565 | $283K |
| Aerodigm Wealth, LLC | 0.13% | Reduce -86.0% | 562 | $281K |
| SC&H Financial Advisors, Inc. | 0.07% | Add +25.6% | 560 | $280K |
| Cable Hill Partners, LLC | 0.03% | New | 555 | $279K |
| Patron Partners, LLC | 0.16% | New | 557 | $279K |
| My Legacy Advisors, LLC | 0.09% | Reduce -13.6% | 557 | $279K |
| Riggs Asset Managment Co. Inc. | 0.08% | New | 556 | $278K |
| Walker Financial Services, Inc. | 0.22% | No change | 555 | $278K |
| Accordant Advisory Group Inc | 0.27% | Reduce -1.8% | 555 | $278K |
| IMS Capital Management | 0.13% | No change | 539 | $277K |
| Blume Capital Management, Inc. | 0.07% | Add +22.1% | 552 | $276K |
| MTM Investment Management, LLC | 0.11% | Add +69.2% | 550 | $275K |
| Benin Management CORP | 0.08% | No change | 550 | $275K |
| Roof Eidam Maycock Peralta, LLC | 0.07% | No change | 546 | $273K |
| Carret Asset Management, LLC | 0.03% | Add +3.0% | 546 | $273K |
| McNamara Financial Services, Inc. | 0.06% | No change | 544 | $272K |
| Droms Strauss Advisors Inc. /Mo/ | 0.10% | Reduce -18.8% | 544 | $272K |
| Hummer Financial Advisory Services Inc | 0.23% | No change | 538 | $270K |
| Man Group plc | 0.00% | Add +87.2% | 539 | $270K |
| Moser Wealth Advisors, LLC | 0.15% | No change | 538 | $269K |
| Moller Wealth Partners | 0.07% | No change | 538 | $269K |
| Quintet Private Bank (Europe) S.A. | 0.02% | Add +0.9% | 465 | $268K |
| Private Capital Advisors, Inc. | 0.03% | No change | 535 | $268K |
| Park Edge Advisors, LLC | 0.08% | Reduce -16.0% | 535 | $268K |
| Legacy Capital Group California, Inc. | 0.10% | Add +1.3% | 532 | $266K |
| Dagco, Inc. | 0.12% | Add +24.4% | 531 | $266K |
| Patton Fund Management, Inc. | 0.06% | No change | 530 | $265K |
| Morse Asset Management, Inc | 0.07% | Reduce -2.8% | 530 | $265K |
| S&co Inc. | 0.02% | No change | 530 | $265K |
| Robinswood Financial LLC | 0.11% | New | 529 | $265K |
| Claret Asset Management Corp | 0.05% | Add +1.1% | 527 | $264K |
| Jackson Square Capital, LLC | 0.07% | Add +4.3% | 528 | $264K |
| Samalin Investment Counsel, LLC | 0.12% | Reduce -0.2% | 527 | $264K |
| Arden Trust Co | 0.04% | Reduce -7.4% | 527 | $264K |
| M. Kraus & Co | 0.08% | No change | 525 | $263K |
| Sweeney & Michel, LLC | 0.11% | Add +0.4% | 513 | $262K |
| Rogco, LP | 0.11% | Reduce -16.2% | 522 | $261K |
| Concord Wealth Partners | 0.05% | No change | 522 | $261K |
| Emergent Wealth Advisors, LLC | 0.21% | Add +2.8% | 521 | $261K |
| Seaside Wealth Management, Inc. | 0.11% | Reduce -4.6% | 521 | $261K |
| Seelaus Asset Management LLC | 0.27% | No change | 521 | $260K |
| Unionview, LLC | 0.21% | No change | 519 | $260K |
| Insight 2811, Inc. | 0.13% | No change | 518 | $259K |
| Ironwood Wealth Management, LLC. | 0.08% | Reduce -15.6% | 518 | $259K |
| Midwest Financial Group LLC | 0.16% | Add +4.0% | 517 | $259K |
| Evensky & Katz LLC | 0.02% | Reduce -71.6% | 517 | $259K |
| Hudson Capital Management LLC | 0.09% | New | 514 | $257K |
| Carlson Capital Management | 0.01% | New | 513 | $257K |
| Novak & Powell Financial Services, Inc. | 0.16% | Add +1.8% | 513 | $257K |
| Security National Bank of Sioux City Iowa | 0.18% | Reduce -2.7% | 512 | $256K |
| Adams Asset Advisors, LLC | 0.03% | New | 511 | $256K |
| West Wealth Group, LLC | 0.09% | New | 510 | $255K |
| Meritas Wealth Management, LLC | 0.18% | No change | 509 | $255K |
| Hofer & Associates. Inc | 0.20% | Add +1.0% | 508 | $254K |
| Cim, LLC | 0.04% | No change | 503 | $254K |
| Pinnacle Wealth Management Group, Inc. | 0.17% | New | 506 | $253K |
| NFSG Corp | 0.09% | Add +22.0% | 505 | $253K |
| Waycross Investment Management Co | 0.24% | No change | 503 | $252K |
| OMNI 360 Wealth, Inc. | 0.19% | New | 502 | $251K |
| Stolper Co | 0.09% | Reduce -3.5% | 502 | $251K |
| SYM FINANCIAL Corp | 0.04% | Reduce -10.8% | 501 | $251K |
| Access Financial Services, Inc. | 0.11% | New | 501 | $251K |
| Ascension Asset Management LLC | 0.13% | Reduce -28.6% | 500 | $250K |
| East Coast Asset Management, LLC. | 0.09% | No change | 500 | $250K |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -33.1% | 497 | $249K |
| Union Savings Bank | 0.13% | Add +21.4% | 493 | $247K |
| Greater Midwest Financial Group, LLC | 0.16% | Add +18.0% | 492 | $246K |
| United Asset Strategies, Inc. | 0.02% | Reduce -3.9% | 491 | $245K |
| Cheviot Value Management, LLC | 0.05% | New | 490 | $245K |
| LWM Advisory Services, LLC | 0.21% | No change | 489 | $245K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.05% | Reduce -24.5% | 488 | $244K |
| O'ROURKE & COMPANY, Inc | 0.14% | New | 486 | $243K |
| Blue Zone Wealth Advisors, LLC | 0.08% | Add +16.3% | 485 | $242K |
| Chronos Wealth Management, LLC | 0.13% | Reduce -10.4% | 484 | $242K |
| Etfidea, LLC | 0.08% | No change | 480 | $240K |
| Joule Financial, LLC | 0.10% | Add +3.7% | 477 | $239K |
| Tanglewood Legacy Advisors, LLC | 0.11% | No change | 478 | $239K |
| Smith & Howard Wealth Management, LLC | 0.07% | Reduce -1.2% | 477 | $239K |
| Penobscot Investment Management Company, Inc. | 0.02% | Reduce -9.6% | 473 | $237K |
| Graham Capital Wealth Management, LLC | 0.33% | No change | 455 | $237K |
| Squire Investment Management Company, LLC | 0.13% | New | 473 | $237K |
| Lantern Wealth Advisors, LLC | 0.17% | No change | 473 | $236K |
| Brown Miller Wealth Management, LLC | 0.10% | No change | 472 | $236K |
| Marino, Stram & Associates LLC | 0.06% | Reduce -2.5% | 471 | $236K |
| Kellett Wealth Advisors, LLC | 0.19% | Reduce -34.2% | 470 | $235K |
| Prestige Wealth Management Group LLC | 0.05% | Reduce -7.3% | 468 | $235K |
| Continental Investors Services, Inc. | 0.52% | Reduce -4.1% | 465 | $233K |
| QCM Cayman, Ltd. | 2.51% | Add +2.2% | 465 | $233K |
| Centennial Wealth Advisory LLC | 0.10% | Reduce -80.0% | 465 | $232K |
| Treynor Bancshares, Inc. | 0.24% | New | 464 | $232K |
| Advocate Group LLC | 0.05% | No change | 463 | $232K |
| All Season Financial Advisors, Inc. | 0.21% | New | 462 | $231K |
| Sage Advisors, LLC | 0.19% | No change | 462 | $231K |
| Tiemann Investment Advisors, LLC | 0.10% | No change | 461 | $231K |
| Riverstone Advisors, LLC | 0.14% | New | 460 | $230K |
| Cornerstone Enterprises, LLC | 0.15% | Add +0.2% | 458 | $229K |
| Goepper Burkhardt LLC | 0.10% | No change | 457 | $229K |
| M. Kulyk & Associates, LLC | 0.05% | Reduce -3.6% | 455 | $228K |
| Private Wealth Management Group, LLC | 0.10% | New | 455 | $227K |
| NDWM LLC | 0.20% | No change | 453 | $227K |
| Disciplined Investments, LLC | 0.12% | New | 453 | $226K |
| American Financial Advisors, LLC | 0.03% | No change | 452 | $226K |
| Windsor Capital Management, LLC | 0.07% | No change | 452 | $226K |
| Fiduciary Alliance LLC | 0.04% | Add +0.5% | 447 | $225K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Add +1.8% | 450 | $225K |
| Tenret Co LLC | 0.16% | New | 449 | $225K |
| Stewardship Advisors, LLC | 0.07% | Add +0.7% | 449 | $225K |
| Westchester Capital Management, Inc. | 0.06% | Reduce -3.0% | 449 | $225K |
| Hilltop Wealth Advisors, LLC | 0.11% | No change | 449 | $224K |
| Rosenberg Matthew Hamilton | 0.07% | No change | 445 | $223K |
| Caitlin John, LLC | 0.16% | Add +0.7% | 445 | $223K |
| Boulder Wealth Advisors, LLC | 0.13% | No change | 445 | $223K |
| Mason & Associates Inc | 0.06% | No change | 445 | $223K |
| Avalon Trust Co | 0.02% | Reduce -50.3% | 445 | $223K |
| Financial Guidance Group, Inc. | 0.14% | New | 444 | $222K |
| Manchester Financial Inc. | 0.05% | New | 442 | $221K |
| Levin Capital Strategies, L.P. | 0.02% | New | 442 | $221K |
| L. Roy Papp & Associates, LLP | 0.03% | New | 441 | $221K |
| WESPAC Advisors, LLC | 0.17% | Reduce -52.2% | 440 | $220K |
| Focused Wealth Management, Inc | 0.03% | Add +0.2% | 439 | $220K |
| ESL Trust Services, LLC | 0.05% | No change | 439 | $220K |
| Colonial River Investments, LLC | 0.12% | New | 438 | $219K |
| Fluent Financial, LLC | 0.11% | No change | 438 | $219K |
| Hibernia Wealth Partners, LLC | 0.08% | Reduce -50.5% | 438 | $219K |
| Laraway Financial Advisors Inc | 0.18% | No change | 433 | $216K |
| Seven Post Investment Office LP | 0.04% | Reduce -11.7% | 432 | $216K |
| Tobias Financial Advisors, Inc. | 0.05% | Add +1.2% | 431 | $215K |
| Atalanta Sosnoff Capital, LLC | 0.00% | Reduce -2.5% | 430 | $215K |
| Orange Investment Advisors, Inc. | 0.03% | Add +2.5% | 492 | $215K |
| Atlas Brown,Inc. | 0.08% | New | 429 | $215K |
| Summit Financial Wealth Advisors, LLC | 0.04% | Reduce -3.4% | 427 | $214K |
| Ballast, Inc. | 0.07% | No change | 426 | $213K |
| Bridge Advisory, LLC | 0.10% | New | 426 | $213K |
| Orleans Capital Management Corp. | 0.14% | No change | 425 | $213K |
| Capital Insight Partners, LLC | 0.04% | Reduce -14.0% | 424 | $212K |
| JBR Co Financial Management Inc | 0.15% | No change | 423 | $212K |
| Columbia Bank | 0.08% | New | 423 | $212K |
| Delta Asset Management LLC | 0.02% | Add +23.0% | 422 | $211K |
| Corrado Advisors, LLC | 0.14% | Reduce -11.3% | 422 | $211K |
| Paces Ferry Wealth Advisors, LLC | 0.13% | No change | 422 | $211K |
| Q3 Asset Management | 0.05% | Reduce -99.8% | 422 | $211K |
| Global Trust Asset Management, LLC | 0.09% | Reduce -0.9% | 422 | $211K |
| SevenBridge Financial Group, LLC | 0.05% | New | 439 | $211K |
| Callahan Advisors, LLC | 0.02% | Reduce -13.5% | 417 | $208K |
| Brown Wealth Management, LLC | 0.08% | New | 416 | $208K |
| SeaBridge Investment Advisors LLC | 0.05% | New | 415 | $208K |
| Redmond Asset Management, LLC | 0.07% | New | 414 | $207K |
| Carson Advisory Inc. | 0.15% | Reduce -11.5% | 414 | $207K |
| Avaii Wealth Management, LLC | 0.11% | New | 414 | $207K |
| Planning Center, Inc. | 0.03% | New | 413 | $206K |
| Cutler Investment Counsel LLC | 0.03% | Reduce -74.0% | 411 | $206K |
| Aire Advisors, LLC | 0.05% | New | 410 | $205K |
| Mayfair Advisory Group, LLC | 0.14% | New | 399 | $205K |
| Keeley-Teton Advisors, LLC | 0.03% | New | 410 | $205K |
| Willner & Heller, LLC | 0.20% | New | 410 | $205K |
| Noesis Capital Mangement Corp. | 0.05% | New | 409 | $205K |
| Oceanside Advisors LLC | 0.16% | New | 407 | $204K |
| Grassi Investment Management | 0.02% | New | 406 | $203K |
| Legacy Financial Group, Inc. | 0.08% | New | 403 | $202K |
| Birchcreek Wealth Management, LLC | 0.11% | New | 403 | $202K |
| Seneca Financial Advisors LLC | 0.10% | New | 403 | $201K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.06% | Reduce -43.1% | 402 | $201K |
| Orion Capital Management LLC | 0.11% | No change | 402 | $201K |
| Wells Financial Advisors INC | 0.13% | No change | 400 | $200K |
| General Partner, Inc. | 0.13% | No change | 400 | $200K |
| JGP Wealth Management, LLC | 0.03% | New | 400 | $200K |
| Two Sigma Securities, LLC | 0.01% | Reduce -76.9% | 400 | $200K |
| Powell Investment Advisors, LLC | 0.10% | No change | 387 | $194K |
| Financial Gravity Asset Management, Inc. | 0.05% | Reduce -2.8% | 388 | $194K |
| Providence Capital Advisors, LLC | 0.04% | Add +3.7% | 388 | $194K |
| Insight Inv LLC | 0.17% | No change | 385 | $193K |
| Westwind Capital | 0.05% | Add +2706.5% | 10,805 | $193K |
| Knights of Columbus Asset Advisors LLC | 0.01% | Reduce -40.7% | 379 | $190K |
| American National Bank & Trust | 0.02% | Add +104.0% | 357 | $179K |
| Banque Cantonale Vaudoise | 0.01% | Reduce -2.8% | 354 | $177K |
| St Germain D J Co. Inc. | 0.01% | No change | 349 | $175K |
| West Branch Capital LLC | 0.06% | No change | 345 | $172K |
| Pacific Capital Wealth Advisors, Inc. | 0.03% | No change | 341 | $171K |
| IFS Advisors, LLC | 0.14% | Add +0.6% | 330 | $165K |
| Deane Retirement Strategies, Inc. | 0.08% | New | 321 | $161K |
| Family Firm, Inc. | 0.04% | New | 321 | $160K |
| Sugarloaf Wealth Management, LLC | 0.03% | Reduce -32.9% | 320 | $160K |
| Trust Co | 0.02% | Reduce -25.6% | 320 | $160K |
| WR Wealth Planners, LLC | 0.05% | Reduce -16.9% | 315 | $158K |
| Capital Investment Counsel, Inc | 0.02% | Add +19.2% | 310 | $155K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.22% | No change | 308 | $154K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 301 | $151K |
| Arcadia Investment Management Corp. | 0.03% | No change | 301 | $150K |
| Breakwater Investment Management | 0.07% | Add +0.7% | 292 | $146K |
| Versant Capital Management, Inc | 0.04% | No change | 290 | $145K |
| Keener Financial Planning LLC | 0.09% | No change | 284 | $142K |
| Elgethun Capital Management | 0.04% | Reduce -1.4% | 282 | $141K |
| Stuart Chaussee & Associates, Inc. | 0.04% | No change | 281 | $141K |
| Field & Main Bank | 0.05% | New | 270 | $135K |
| WFA Asset Management Corp | 0.08% | Add +7.2% | 269 | $134K |
| Davis Capital Management | 0.12% | Add +117.1% | 267 | $134K |
| Clarity Asset Management, Inc. | 0.09% | No change | 264 | $132K |
| Wit, LLC | 3.91% | No change | 259 | $130K |
| American Capital Advisory, LLC | 0.09% | Add +94.0% | 293 | $128K |
| AllSquare Wealth Management LLC | 0.08% | Add +8.9% | 256 | $128K |
| Optimum Investment Advisors | 0.06% | No change | 255 | $128K |
| Nvwm, LLC | 0.03% | Reduce -60.0% | 251 | $126K |
| Grayhawk Investment Strategies Inc. | 0.57% | No change | 250 | $125K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 246 | $123K |
| Spectrum Wealth Counsel, LLC | 0.02% | Reduce -15.5% | 245 | $123K |
| Transcendent Capital Group LLC | 0.07% | No change | 242 | $121K |
| Rowlandmiller & Partners.adv | 0.03% | Reduce -8.2% | 235 | $118K |
| Jackson Hole Capital Partners, LLC | 0.03% | No change | 230 | $115K |
| Chelsea Counsel Co. | 0.06% | Add +28.1% | 228 | $114K |
| Blue Chip Partners, LLC | 0.01% | New | 222 | $111K |
| Burkett Financial Services, LLC | 0.06% | Reduce -3.1% | 220 | $110K |
| REAP Financial Group, LLC | 0.03% | No change | 218 | $109K |
| PFS Partners, LLC | 0.07% | No change | 214 | $107K |
| Oakworth Capital, Inc. | 0.01% | No change | 212 | $106K |
| Game Plan Financial Advisors, LLC | 0.06% | No change | 206 | $103K |
| TruNorth Capital Management, LLC | 0.03% | No change | 203 | $102K |
| Gold Investment Management Ltd. | 0.04% | No change | 199 | $100K |
| Horizon Financial Services, LLC | 0.06% | No change | 187 | $94K |
| Bank & Trust Co | 0.07% | — | 172 | $86K |
| Joseph Group Capital Management | 0.04% | No change | 166 | $83K |
| CNB Bank | 0.04% | Reduce -5.8% | 164 | $82K |
| Goodman Advisory Group, LLC | 0.02% | No change | 159 | $80K |
| Byrne Asset Management LLC | 0.07% | No change | 155 | $78K |
| Founders Capital Management | 0.05% | No change | 155 | $78K |
| Woodard & Co. Asset Management Group Inc. | 0.02% | No change | 155 | $78K |
| Frazier Financial Advisors, LLC | 0.06% | Add +7500.0% | 152 | $76K |
| Acima Private Wealth, LLC | 0.03% | No change | 150 | $75K |
| CarsonAllaria Wealth Management, Ltd. | 0.05% | No change | 149 | $75K |
| Element Wealth, LLC | 0.04% | Add +55.8% | 148 | $74K |
| Register Financial Advisors LLC | 0.04% | Reduce -0.7% | 139 | $70K |
| West Oak Capital, LLC | 0.03% | New | 136 | $68K |
| PFC Capital Group, Inc. | 0.03% | No change | 136 | $68K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Add +2440.0% | 127 | $64K |
| Bellevue Asset Management, LLC | 0.04% | Add +1.6% | 127 | $64K |
| Mechanics Financial Corp | 0.03% | New | 126 | $63K |
| Gilliland Jeter Wealth Management LLC | 0.02% | No change | 124 | $62K |
| Painted Porch Advisors LLC | 0.03% | New | 123 | $62K |
| Hexagon Capital Partners LLC | 0.01% | Add +480.9% | 122 | $61K |
| Criterion Capital Advisors, LLC | 0.04% | No change | 121 | $61K |
| Costello Asset Management, INC | 0.04% | No change | 111 | $56K |
| Wagner Wealth Management, LLC | 0.02% | New | 105 | $53K |
| Elevation Wealth Partners, LLC | 0.02% | Add +19.8% | 103 | $52K |
| CGC Financial Services, LLC | 0.02% | Reduce -16.5% | 101 | $51K |
| Windsor Advisory Group, LLC | 0.10% | New | 100 | $50K |
| Abich Financial Wealth Management LLC | 0.03% | New | 100 | $50K |
| Provident Wealth Management, LLC | 0.02% | No change | 99 | $50K |
| Compass Wealth Management LLC | 0.01% | Add +444.4% | 98 | $49K |
| Aspire Private Capital, LLC | 0.01% | No change | 97 | $49K |
| Creekmur Asset Management LLC | 0.01% | Add +9.5% | 92 | $46K |
| Investors Research Corp | 0.01% | Add +8800.0% | 89 | $45K |
| Eukles Asset Management | 0.02% | No change | 87 | $44K |
| Aberdeen Wealth Management LLC | 0.03% | No change | 85 | $43K |
| Chesapeake Asset Management LLC | 0.04% | Add +58.8% | 81 | $41K |
| Zeit Capital LLC | 0.03% | No change | 80 | $40K |
| Garland Capital Management Inc. | 0.03% | No change | 72 | $36K |
| RE Dickinson Investment Advisors, LLC | 0.02% | Add +44.9% | 71 | $36K |
| Financial Network Wealth Advisors LLC | 0.03% | New | 70 | $35K |
| Opal Wealth Advisors, LLC | 0.01% | Reduce -93.6% | 68 | $34K |
| Motco | 0.00% | No change | 68 | $34K |
| Matrix Private Capital Group LLC | 0.02% | No change | 61 | $31K |
| Atwood & Palmer Inc. | 0.00% | No change | 61 | $30K |
| AlphaMark Advisors, LLC | 0.01% | Reduce -36.0% | 57 | $29K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 57 | $29K |
| SIMA Wealth Partners, LLC | 0.03% | — | 54 | $27K |
| Bull Oak Capital, LLC | 0.02% | Reduce -23.2% | 53 | $27K |
| Redwood Wealth Management Group, LLC | 0.02% | New | 50 | $25K |
| Elevate Wealth Advisory, Inc. | 0.02% | Reduce -39.5% | 49 | $25K |
| Aspect Partners, LLC | 0.01% | No change | 48 | $24K |
| Centennial Bank | 0.01% | New | 47 | $24K |
| Naples Money Management LLC | 0.02% | No change | 41 | $21K |
| Cordant, Inc. | 0.01% | No change | 40 | $20K |
| Camelot Portfolios, LLC | 0.01% | New | 40 | $20K |
| Macroview Investment Management LLC | 0.02% | No change | 38 | $19K |
| Thompson Investment Management, Inc. | 0.00% | Add +35.7% | 38 | $19K |
| SouthState Bank Corp | 0.00% | No change | 38 | $19K |
| Horrell Capital Management, Inc. | 0.01% | No change | 38 | $19K |
| Milestone Investment Advisors LLC | 0.00% | Add +8.8% | 37 | $19K |
| Raleigh Capital Management Inc. | 0.01% | No change | 36 | $18K |
| Delos Wealth Advisors, LLC | 0.01% | No change | 30 | $15K |
| Accent Capital Management, LLC | 0.01% | New | 30 | $15K |
| Friedenthal Financial | 0.01% | No change | 30 | $15K |
| Bare Financial Services, Inc | 0.01% | No change | 28 | $14K |
| McClarren Financial Advisors, Inc. | 0.11% | Add +132.1% | 54,014 | $12K |
| Kozak & Associates, Inc. | 0.00% | No change | 23 | $12K |
| Cultivar Capital, Inc. | 0.01% | New | 22 | $11K |
| PFG Private Wealth Management, LLC | 0.01% | Add +1900.0% | 20 | $10K |
| Centerpoint Advisors, LLC | 0.00% | New | 18 | $9K |
| Valued Wealth Advisors LLC | 0.01% | New | 17 | $9K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 17 | $9K |
| Penserra Capital Management LLC | 0.00% | No change | 16 | $8K |
| Voisard Asset Management Group, Inc. | 0.00% | No change | 15 | $8K |
| Lummis Asset Management, LP | 0.01% | No change | 14 | $7K |
| Sound Financial Strategies Group, LLC | 0.01% | New | 13 | $7K |
| Robbins Farley | 0.00% | No change | 12 | $6K |
| Winch Advisory Services, LLC | 0.00% | New | 12 | $6K |
| Rice Partnership, LLC | 0.00% | No change | 12 | $6K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 11 | $6K |
| MGB Wealth Management, LLC | 0.00% | No change | 10 | $5K |
| ZynergyRetirementPlanningLLC | 0.00% | — | 10 | $5K |
| Fairfield Financial Advisors, LTD | 0.00% | — | 9 | $5K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 9 | $5K |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 8 | $4K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 8 | $4K |
| Slocum, Gordon & Co LLP | 0.00% | No change | 7 | $4K |
| SJS Investment Consulting Inc. | 0.00% | New | 7 | $4K |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -14.3% | 6 | $3K |
| Gould Capital, LLC | 0.00% | New | 6 | $3K |
| Loomis Sayles & Co. L P | 0.00% | No change | 5 | $3K |
| Westend Capital Management, LLC | 0.00% | New | 5 | $3K |
| Nordwand Advisors, LLC | 0.00% | No change | 5 | $3K |
| Covestor Ltd | 0.00% | No change | 3 | $2K |
| Briaud Financial Planning Inc | 0.00% | No change | 5 | $2K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 3 | $2K |
| Legend Financial Advisors, Inc. | 0.00% | New | 3 | $2K |
| PEAK6 Investments LLC | 0.00% | Reduce -99.6% | 3 | $1K |
| Redmont Wealth Advisors LLC | 0.00% | No change | 2 | $1K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 2 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $1K |
| Wellington Shields & Co., LLC | 0.00% | No change | 1 | $500 |
| NewSquare Capital LLC | 0.00% | No change | 1 | $435 |
"% 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.