Vanguard S&P 500 ETFVOOETF
13F holders, Q3 2024 (September 30)2,932holders +99
165new positions
75sold out
9famous investors
$527.63avg. 13F price*
At the end of Q3 2024, 2,932 institutions reported holding Vanguard S&P 500 ETF (VOO) in their 13F filings, up 99 from Q2 2024. 165 opened new positions and 75 sold out. The largest holders were Vanguard Group Inc. ($15.8B), JPMorgan Chase & Co. ($12.6B) and Bank of America Corp. ($12.4B). 9 famous investors held it, including Leon Cooperman (1.0% of Omega Advisors (Leon Cooperman)'s portfolio), Ray Dalio (0.5% of Bridgewater Associates's portfolio) and Paul Tudor Jones (0.4% of Tudor Investment Corporation's portfolio).
- Company
- Vanguard S&P 500 ETF
- CUSIP
- 922908363
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 165 | $2.6B |
| Exits | 75 | $1.1B |
All 13F filers, Q2 2024 → Q3 2024: 26,514,303 shares bought and 19,182,043 shares sold, net +7,332,260 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,932 holders
| Vanguard Group Inc. | 0.28% | Add +8.7% | 30,001,357 | $15.8B |
| JPMorgan Chase & Co. | 1.01% | Add +13.7% | 23,924,836 | $12.6B |
| Bank of America Corp. | 1.08% | Add +2.0% | 23,407,815 | $12.4B |
| Raymond James & Associates | 7.52% | Add +1.2% | 23,383,328 | $12.3B |
| Morgan Stanley | 0.84% | Add +10.7% | 22,023,231 | $11.6B |
| Envestnet Asset Management Inc. | 2.17% | Add +1.8% | 12,766,534 | $6.7B |
| Goldman Sachs Group Inc. | 1.23% | Reduce -0.0% | 12,237,492 | $6.5B |
| Jones Financial Companies LLLP | 4.90% | Add +4.9% | 9,084,807 | $4.8B |
| Acorns Advisers, LLC | 42.45% | Add +1.7% | 8,141,474 | $4.3B |
| Wells Fargo & Company | 0.59% | Add +2.5% | 4,594,054 | $2.4B |
| LPL Financial LLC | 1.05% | Add +6.0% | 4,454,402 | $2.4B |
| Mercer Global Advisors Inc. | 5.09% | Add +4.9% | 4,162,186 | $2.2B |
| Ameriprise Financial Inc. | 0.55% | Add +0.8% | 4,028,001 | $2.1B |
| Cerity Partners LLC | 4.06% | Add +0.6% | 3,474,212 | $1.8B |
| UBS Group AG | 0.51% | Add +3.7% | 3,421,398 | $1.8B |
| Royal Bank of Canada | 0.39% | Reduce -12.3% | 3,324,731 | $1.8B |
| Assetmark, Inc. | 4.76% | Add +0.7% | 3,152,399 | $1.7B |
| Raymond James Financial Services Advisors, Inc. | 2.13% | Reduce -0.7% | 3,023,380 | $1.6B |
| National Mutual Insurance Federation of Agricultural Cooperatives | 13.88% | No change | 2,925,650 | $1.5B |
| E-L Financial Corp Ltd | 100.00% | Reduce 0.0% | 1,653,660 | $1.2B |
| Mirae Asset Global Investments Co., Ltd. | 5.21% | Add +4.6% | 2,242,774 | $1.2B |
| Citigroup Inc. | 1.04% | Add +23.0% | 2,114,141 | $1.1B |
| Envestnet Portfolio Solutions, Inc. | 3.60% | Reduce -0.7% | 2,099,651 | $1.1B |
| Truist Financial Corp. | 1.71% | Reduce -12.5% | 2,059,708 | $1.1B |
| HighTower Advisors, LLC | 1.56% | Add +3.5% | 2,000,648 | $1.1B |
| Cambridge Investment Research Advisors, Inc. | 3.32% | Add +3.0% | 1,847,742 | $975.0M |
| Element Capital Management LLC | 43.07% | New | 1,807,400 | $953.7M |
| Corient Private Wealth LP | 1.48% | Add +51.5% | 1,782,370 | $940.4M |
| Investure, LLC | 64.86% | Add +148.3% | 1,777,105 | $937.7M |
| Northwestern Mutual Wealth Management Co. | 0.83% | Add +20.2% | 1,760,216 | $928.8M |
| United Capital Financial Advisors, LLC | 7.45% | Reduce -3.8% | 1,714,674 | $904.8M |
| Fisher Asset Management | 0.37% | Add +2.8% | 1,702,902 | $898.6M |
| FJ Investments, LLC | 86.17% | Reduce -0.3% | 1,649,295 | $870.3M |
| Stifel Financial Corp. | 0.81% | Add +1.4% | 1,456,092 | $768.4M |
| Pathstone Holdings, LLC | 3.43% | Add +1.3% | 1,452,276 | $766.4M |
| Bank of New York Mellon Corp | 0.14% | Reduce -64.2% | 1,418,623 | $748.6M |
| Glenmede Trust Co. NA | 3.51% | Add +3.3% | 1,390,286 | $733.6M |
| Angeles Investment Advisors, LLC | 36.54% | Add +4.7% | 1,353,886 | $714.6M |
| JMG Financial Group, Ltd. | 24.28% | Add +1.3% | 1,347,248 | $710.9M |
| Commonwealth Equity Services, LLC | 1.07% | Add +2.0% | 1,342,038 | $708.2M |
| Focus Partners Wealth | 2.23% | Reduce -47.3% | 1,321,840 | $697.5M |
| Clal Insurance Enterprises Holdings Ltd | 6.12% | Reduce -17.9% | 1,306,163 | $691.3M |
| Cetera Investment Advisers | 1.47% | Add +1.5% | 1,270,617 | $670.5M |
| Creative Planning | 0.66% | Reduce -0.3% | 1,254,474 | $661.9M |
| Plante Moran Financial Advisors, LLC | 53.99% | Add +20.2% | 1,199,671 | $633.0M |
| Charles Schwab Investment Management Inc. | 0.12% | Add +1.0% | 1,182,101 | $623.8M |
| Cambridge Associates LLC /Ma/ | 23.20% | Add +16.0% | 1,175,117 | $620.1M |
| Wealthspire Advisors, LLC | 6.25% | Add +0.6% | 1,163,567 | $614.0M |
| Clearstead Advisors, LLC | 9.38% | Add +1.2% | 1,145,416 | $604.4M |
| Schroder Investment Management Group | 0.62% | Add +6.7% | 1,144,449 | $601.3M |
| Systematic Alpha Investments, LLC | 21.84% | No change | 1,132,544 | $597.6M |
| Captrust Financial Advisors | 1.74% | Reduce -36.4% | 1,109,489 | $585.4M |
| Rockefeller Capital Management L.P. | 1.56% | Add +4.8% | 1,098,744 | $579.8M |
| Geller Advisors LLC | 39.07% | Add +5.4% | 1,067,691 | $565.1M |
| Manufacturers Life Insurance Company, The | 0.49% | Add +5.9% | 1,049,937 | $554.0M |
| Bank of Montreal | 0.25% | Add +5.9% | 1,033,214 | $542.8M |
| FFT Wealth Management LLC | 40.52% | Add +0.7% | 1,012,558 | $534.3M |
| Kensington Asset Management, LLC | 27.78% | Add +12012.3% | 968,982 | $506.5M |
| Capstone Investment Advisors, LLC | 17.14% | New | 929,700 | $490.6M |
| Call To Action Foundation | 100.00% | Reduce -0.9% | 900,118 | $475.0M |
| Summit Trail Advisors, LLC | 11.75% | Add +1.2% | 895,784 | $474.1M |
| Baird Financial Group, Inc. | 0.92% | Add +7.5% | 894,394 | $471.9M |
| Analyst IMS Investment Management Services Ltd. | 17.82% | Reduce -2.1% | 879,404 | $464.0M |
| CHURCHILL MANAGEMENT Corp | 5.31% | Add +0.2% | 876,588 | $462.5M |
| Nicholas Hoffman & Company, LLC. | 19.44% | Add +6.4% | 873,703 | $461.0M |
| Tiaa Trust, National Association | 1.31% | Reduce -2.6% | 833,873 | $440.0M |
| Osaic Holdings, Inc. | 0.98% | Reduce -3.9% | 825,359 | $435.9M |
| Bessemer Group Inc. | 0.72% | Reduce -0.4% | 825,318 | $435.5M |
| Partners Capital Investment Group, LLP | 6.89% | Add +27.8% | 816,296 | $430.7M |
| Diversified Trust Co. | 10.76% | Add +2.6% | 809,293 | $427.0M |
| GenTrust, LLC | 20.55% | Add +9.7% | 793,510 | $420.0M |
| Provida Pension Fund Administrator | 9.06% | Reduce -30.4% | 788,127 | $415.9M |
| Wealth Enhancement Advisory Services, LLC | 0.87% | Add +4.2% | 768,337 | $405.4M |
| Mariner, LLC | 0.71% | Add +5.6% | 753,118 | $397.4M |
| Neuberger Berman Group LLC | 0.31% | Add +6.6% | 749,992 | $395.7M |
| CIBC Asset Management Inc | 1.28% | Reduce -6.0% | 746,847 | $394.1M |
| Citizens Financial Group Inc. | 7.71% | Add +4.4% | 724,012 | $383.1M |
| Alliancebernstein L.P. | 0.13% | Add +27.3% | 724,068 | $382.1M |
| CIBC Private Wealth Group LLC | 0.68% | Add +0.4% | 720,453 | $380.2M |
| Fifth Third Bancorp | 1.37% | Reduce -8.8% | 717,367 | $378.5M |
| TRB Advisors LP | 67.99% | Add +55.6% | 700,000 | $369.4M |
| Macquarie Group Ltd. | 0.38% | Add +32.8% | 659,321 | $347.9M |
| Texas Capital Bank Wealth Management Services Inc | 33.72% | Add +5.6% | 649,597 | $342.8M |
| Wealthfront Advisers LLC | 1.04% | Add +6.3% | 641,105 | $338.3M |
| Hollencrest Capital Management | 13.78% | Reduce -2.7% | 632,372 | $333.7M |
| Teacher Retirement System of Texas | 1.56% | Reduce -11.9% | 620,834 | $327.6M |
| MML Investors Services, LLC | 1.18% | Add +2.2% | 614,446 | $324.2M |
| Globe Life Inc. | 89.21% | Add +2.4% | 604,183 | $318.8M |
| Nepc LLC | 9.51% | Add +18.2% | 597,515 | $315.3M |
| MCF Advisors LLC | 22.06% | Add +2.4% | 594,863 | $314.6M |
| Wedbush Securities Inc. | 11.42% | Reduce -2.8% | 582,713 | $307.5M |
| Northwestern Mutual Investment Management Company, LLC | 7.17% | Reduce -35.9% | 582,606 | $307.4M |
| Capula Management Ltd | 3.77% | New | 570,000 | $300.8M |
| Sun Life Financial Inc. | 16.74% | No change | 568,600 | $300.0M |
| Keybank National Association | 1.14% | Add +0.8% | 560,467 | $295.7M |
| Natixis Advisors, LLC | 0.57% | Add +10.9% | 554,081 | $292.4M |
| Valmark Advisers, Inc. | 4.57% | Add +2.2% | 553,478 | $292.1M |
| State of Tennessee, Department of Treasury | 1.01% | No change | 543,639 | $286.9M |
| Citadel Advisors | 0.31% | Add +276.7% | 541,621 | $285.8M |
| New York Life Insurance Co. | 59.76% | Add +21.9% | 531,703 | $280.6M |
| Center for Financial Planning, Inc. | 37.68% | Add +0.2% | 526,285 | $277.7M |
| Acropolis Investment Management, LLC | 16.46% | Add +0.1% | 525,532 | $277.3M |
| Sand Hill Global Advisors, LLC | 11.65% | Add +0.5% | 523,528 | $276.2M |
| Beacon Pointe Advisors, LLC | 3.15% | Add +0.4% | 516,843 | $272.7M |
| JBF Capital, Inc. | 40.10% | No change | 509,121 | $268.6M |
| NewEdge Advisors, LLC | 1.73% | Add +3.9% | 505,257 | $266.6M |
| Old National Bancorp | 6.06% | Add +3.1% | 497,299 | $262.4M |
| Fiera Capital Corp | 0.79% | Reduce -4.9% | 495,797 | $261.6M |
| Merit Financial Group, LLC | 5.80% | Reduce -14.7% | 491,002 | $259.1M |
| US Bancorp \de | 0.33% | Reduce -3.7% | 488,689 | $257.9M |
| First Manhattan Co. Llc. | 0.76% | Reduce -1.3% | 482,997 | $255.7M |
| Barclays PLC | 0.11% | Add +3.4% | 477,485 | $252.0M |
| LGL Partners, LLC | 34.24% | Reduce -0.2% | 462,033 | $243.8M |
| Stratos Wealth Partners, LTD. | 3.56% | Add +0.8% | 461,525 | $243.5M |
| Karpus Management, Inc. | 6.76% | Add +24.5% | 460,828 | $243.2M |
| M&T Bank Corp | 0.80% | Reduce -10.2% | 459,407 | $242.4M |
| Northeast Financial Consultants Inc | 10.46% | Add +4.4% | 453,369 | $239.2M |
| BOK Financial Private Wealth, Inc. | 17.29% | Add +7.9% | 451,344 | $238.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.58% | No change | 446,410 | $235.6M |
| Kestra Advisory Services, LLC | 1.26% | Reduce -24.9% | 431,981 | $227.9M |
| Smithfield Trust Co | 11.03% | Reduce -1.5% | 426,496 | $225.1M |
| Steward Partners Investment Advisory, LLC | 2.03% | Add +15.3% | 416,352 | $219.7M |
| Nissay Asset Management Corp. /Japan | 1.37% | No change | 410,649 | $216.7M |
| Cresset Asset Management, LLC | 0.84% | Add +8.2% | 409,356 | $216.6M |
| Janus Henderson Group PLC | 0.11% | Reduce -5.6% | 406,460 | $214.5M |
| Liquid Strategies, LLC | 50.88% | Add +5.6% | 403,053 | $212.7M |
| Steel Grove Capital Advisors, LLC | 29.13% | Reduce -4.7% | 394,740 | $207.4M |
| Itau Unibanco Holding S.A. | 6.68% | Add +20.6% | 384,355 | $202.8M |
| FMR LLC | 0.01% | Add +8.8% | 380,457 | $200.8M |
| Sanctuary Advisors, LLC | 1.27% | Reduce -2.6% | 365,409 | $200.1M |
| AE Wealth Management LLC | 1.80% | Reduce -7.5% | 376,463 | $198.6M |
| Trajan Wealth LLC | 11.60% | Reduce -3.6% | 372,673 | $196.6M |
| Moneta Group Investment Advisors LLC | 2.84% | Add +2.7% | 371,207 | $195.9M |
| SG Americas Securities, LLC | 0.75% | Reduce -0.2% | 366,781 | $193.5M |
| Allspring Global Investments Holdings, LLC | 0.30% | Reduce -19.2% | 366,195 | $193.2M |
| Welch Capital Partners LLC | 42.95% | Reduce -0.1% | 364,183 | $192.2M |
| Thrivent Financial for Lutherans | 0.36% | Add +9.4% | 360,836 | $190.9M |
| Axis Capital Holdings Ltd. | 83.57% | No change | 360,441 | $190.2M |
| Pinnacle Financial Partners Inc | 3.82% | Reduce -1.3% | 360,184 | $190.1M |
| Allianz Asset Management GmbH | 0.29% | Add +6.7% | 353,490 | $186.5M |
| Northern Trust Corp. | 0.03% | Add +1.7% | 353,361 | $186.5M |
| American Trust | 15.38% | Reduce -0.2% | 353,208 | $186.4M |
| Invictus Private Wealth, LLC | 14.66% | Add +2.2% | 351,127 | $185.3M |
| Fusion Family Wealth, LLC | 17.04% | Add +3.7% | 350,596 | $185.0M |
| Blue Trust, Inc. | 2.40% | Reduce -2.1% | 368,205 | $184.2M |
| Regions Financial Corp. | 1.32% | Reduce -0.3% | 347,708 | $183.5M |
| Robertson Stephens Wealth Management, LLC | 6.63% | Add +19.2% | 339,695 | $179.8M |
| Keel Point, LLC | 14.96% | Add +14.5% | 340,227 | $179.5M |
| Sterling Capital Management LLC | 2.32% | — | 338,433 | $178.6M |
| Janney Montgomery Scott LLC | 0.47% | Add +0.7% | 318,161 | $167.9M |
| Savant Capital, LLC | 1.38% | Add +9.5% | 315,223 | $166.3M |
| Bartlett & Co. Wealth Management LLC | 2.39% | Add +24.0% | 314,200 | $166.3M |
| OneDigital Investment Advisors LLC | 1.88% | Add +9.0% | 312,240 | $164.8M |
| First American Financial Corp | 53.75% | No change | 310,931 | $164.1M |
| Ieq Capital, LLC | 2.01% | Add +4.8% | 310,550 | $163.9M |
| First Western Trust Bank | 7.31% | Reduce -8.7% | 308,037 | $162.5M |
| Coldstream Capital Management Inc. | 3.45% | Add +4.8% | 302,555 | $159.7M |
| Albion Financial Group | 11.01% | Reduce -0.5% | 300,655 | $158.6M |
| Private Advisor Group, LLC | 0.98% | Add +3.3% | 300,132 | $158.4M |
| Edge Capital Group, LLC | 6.84% | Add +0.6% | 292,192 | $154.2M |
| Monashee Investment Management LLC | 17.03% | No change | 291,610 | $153.9M |
| Glassman Wealth Services | 26.22% | Add +1.5% | 291,473 | $153.8M |
| Taiyo Life Insurance Co. | 12.13% | No change | 290,100 | $153.1M |
| Brown Advisory Inc. | 0.19% | Add +5.8% | 288,581 | $152.3M |
| Victory Capital Management Inc. | 0.15% | Reduce -4.2% | 285,592 | $150.7M |
| Sageworth Trust Co | 8.97% | Add +15.2% | 285,258 | $150.5M |
| Hall Kathryn A. | 31.27% | Add +24.9% | 282,670 | $149.2M |
| Opus Capital Group, LLC | 18.31% | Add +6.8% | 277,673 | $146.5M |
| Harbour Investments, Inc. | 4.39% | Add +0.8% | 276,863 | $146.1M |
| Alerus Financial NA | 10.72% | Reduce -3.4% | 276,782 | $146.0M |
| Wescott Financial Advisory Group, LLC | 15.67% | Add +0.0% | 276,201 | $145.7M |
| Hardy Reed LLC | 12.91% | Reduce -0.6% | 273,106 | $144.1M |
| Human Investing LLC | 26.07% | Add +0.5% | 273,088 | $144.1M |
| Raymond James Trust N.A. | 3.08% | Add +8.1% | 268,674 | $141.8M |
| Forvis Mazars Wealth Advisors, LLC | 3.18% | Add +6.6% | 261,569 | $138.0M |
| Ancora Advisors LLC | 3.08% | Reduce -4.0% | 256,435 | $135.3M |
| Edgehill Endowment Partners, LLC | 22.98% | Reduce -19.1% | 253,092 | $133.5M |
| GeoWealth Management, LLC | 4.71% | Add +5.4% | 252,705 | $133.3M |
| Zhang Financial LLC | 8.42% | Add +5.2% | 252,699 | $133.3M |
| Korea Investment CORP | 0.32% | Reduce -44.8% | 252,398 | $133.2M |
| Farther Finance Advisors, LLC | 4.97% | Add +16.5% | 251,075 | $132.5M |
| Lutz Financial Services LLC | 10.71% | Reduce -0.1% | 250,020 | $131.9M |
| ALM First Financial Advisors, LLC | 32.60% | Add +12.2% | 295,740 | $131.6M |
| Greenwood Gearhart LLC | 10.92% | Add +15.8% | 248,899 | $131.3M |
| Litman Gregory Wealth Management LLC | 10.89% | Add +0.0% | 246,825 | $130.2M |
| Intrust Bank NA | 12.99% | Reduce -0.3% | 246,164 | $129.9M |
| Allen Investment Management, LLC | 1.53% | Add +0.6% | 244,031 | $128.8M |
| Bogart Wealth, LLC | 6.06% | Reduce -1.8% | 242,546 | $128.0M |
| Prime Capital Investment Advisors, LLC | 1.82% | Reduce -2.9% | 242,195 | $127.8M |
| Chicago Partners Investment Group LLC | 4.55% | Add +1.9% | 240,017 | $127.5M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.43% | Add +649.3% | 208,403 | $127.4M |
| Atria Wealth Solutions, Inc. | 1.38% | Reduce -7.3% | 240,525 | $127.2M |
| Blair William & Co. | 0.37% | Add +5.7% | 240,072 | $126.7M |
| Millburn Ridgefield LLC | 3.30% | Reduce -5.8% | 238,646 | $125.9M |
| Catalyst Capital Advisors LLC | 2.84% | Reduce -5.8% | 238,646 | $125.9M |
| Gleason Group, Inc. | 22.84% | Add +5.1% | 236,374 | $124.7M |
| Betterment LLC | 0.30% | Add +4.8% | 235,136 | $124.1M |
| Larson Financial Group LLC | 7.02% | Add +14.4% | 233,947 | $123.4M |
| DAVENPORT & Co LLC | 0.72% | Add +2.0% | 231,490 | $122.2M |
| Equitable Holdings, Inc. | 1.18% | Add +4.2% | 230,714 | $121.7M |
| GoalVest Advisory LLC | 34.93% | Reduce 0.0% | 230,185 | $121.5M |
| Federation des caisses Desjardins du Quebec | 0.59% | Reduce -8.5% | 227,103 | $119.8M |
| Venturi Wealth Management, LLC | 6.23% | Reduce -10.5% | 225,590 | $119.0M |
| Fairfield University | 77.77% | Add +10.1% | 225,506 | $119.0M |
| Global Wealth Strategies & Associates | 38.37% | Add +3.3% | 221,392 | $116.8M |
| World Investment Advisors | 3.65% | Add +30.9% | 220,021 | $116.1M |
| Wiser Wealth Management, Inc | 33.26% | Reduce -0.9% | 219,884 | $116.0M |
| Country Trust Bank | 2.83% | No change | 219,540 | $115.8M |
| BlackRock, Inc. | 0.00% | — | 216,998 | $114.5M |
| Condor Capital Management | 10.30% | Add +1.8% | 216,925 | $114.5M |
| One Day In July LLC | 12.86% | Reduce -2.3% | 216,639 | $114.3M |
| D.A. Davidson & Co. | 0.94% | Add +2.4% | 216,631 | $114.3M |
| Yarbrough Capital, LLC | 4.65% | No change | 216,447 | $114.2M |
| Toews Corp. | 14.89% | Reduce -6.3% | 210,500 | $111.1M |
| Peapack Gladstone Financial Corp. | 1.60% | Add +3.5% | 210,152 | $110.9M |
| Arrow Financial Corp | 10.25% | Add +0.4% | 210,037 | $110.8M |
| United Services Automobile Association | 2.81% | Add +4.9% | 208,950 | $110.3M |
| Concurrent Investment Advisors, LLC | 3.22% | Add +12.4% | 205,498 | $108.4M |
| Steele Capital Management, Inc. | 5.64% | Add +27.9% | 203,815 | $107.9M |
| Jump Financial, LLC | 2.23% | New | 200,932 | $106.0M |
| Mesirow Financial Investment Management, Inc. | 2.00% | Reduce -1.6% | 195,566 | $103.2M |
| Wolverine Trading, LLC | 2.68% | Reduce -2.6% | 195,309 | $102.6M |
| Arkos Global Advisors | 14.79% | Add +4.3% | 193,428 | $102.1M |
| Lake Street Advisors Group, LLC | 4.69% | Add +2.1% | 191,644 | $101.4M |
| Lido Advisors, LLC | 0.76% | Reduce -13.2% | 190,884 | $100.7M |
| StoneX Group Inc. | 7.33% | Add +2.9% | 190,153 | $100.6M |
| Agf Management Ltd. | 0.51% | Add +4.0% | 189,871 | $100.2M |
| Prudential Financial Inc. | 0.14% | Add +4.1% | 181,623 | $95.8M |
| Efficient Advisors, LLC | 6.00% | Reduce -3.1% | 181,355 | $95.7M |
| Caprock Group, LLC | 3.44% | Add +0.8% | 178,812 | $94.7M |
| Townsquare Capital LLC | 1.13% | Add +46.0% | 179,346 | $94.6M |
| Avantax Advisory Services, Inc. | 0.62% | Add +3.5% | 179,025 | $94.5M |
| HSBC Holdings PLC | 0.06% | Reduce -3.8% | 178,046 | $93.9M |
| Charles Schwab Trust Co | 8.08% | Add +1.4% | 177,307 | $93.6M |
| Lockheed Martin Investment Management Co. | 4.33% | Add +2.9% | 177,300 | $93.6M |
| Tectonic Advisors LLC | 6.13% | Add +4.4% | 177,074 | $93.4M |
| Q3 Asset Management | 21.62% | Add +41391.9% | 175,096 | $92.4M |
| Crane Advisory, LLC | 16.67% | Add +2.2% | 174,972 | $92.2M |
| Nan Shan Life Insurance Co., Ltd. | 2.16% | New | 173,603 | $91.6M |
| Mill Creek Capital Advisors, LLC | 2.20% | Add +0.2% | 173,331 | $91.5M |
| Southern Farm Bureau Life Insurance | 14.36% | No change | 173,225 | $91.4M |
| MA Private Wealth | 17.01% | Reduce -3.7% | 172,476 | $91.0M |
| Bridgewater Associates | 0.51% | Add +427.9% | 172,089 | $90.8M |
| J. Safra Sarasin Holding AG | 1.57% | Reduce -0.2% | 171,880 | $90.7M |
| Advisor OS, LLC | 9.01% | Add +4.2% | 171,579 | $90.5M |
| CJM Wealth Advisers, Ltd. | 30.77% | Add +1.9% | 170,191 | $89.8M |
| Sepio Capital, LP | 6.99% | Add +2.3% | 170,038 | $89.7M |
| Sweet Financial Partners, LLC | 19.14% | Reduce -2.3% | 167,533 | $88.4M |
| AMG National Trust Bank | 2.37% | Reduce -0.7% | 166,091 | $87.6M |
| Standpoint Asset Management, LLC | 16.34% | Add +12.9% | 163,400 | $86.2M |
| Proficio Capital Partners LLC | 8.52% | Add +73.4% | 162,376 | $85.7M |
| Atria Investments, Inc | 1.06% | Reduce -4.2% | 162,176 | $85.6M |
| RFG Holdings, Inc. | 30.06% | Add +2.5% | 161,343 | $85.2M |
| Conrad Siegel Investment Advisors, Inc. | 22.69% | Add +1.1% | 159,257 | $84.0M |
| MJP Associates Inc. | 15.80% | Add +4.6% | 157,903 | $83.3M |
| Dechtman Wealth Management, LLC | 17.02% | Add +3.5% | 157,601 | $83.2M |
| Affiance Financial, LLC | 20.01% | Add +0.1% | 156,232 | $82.4M |
| Clarius Group, LLC | 5.78% | Add +2.3% | 158,096 | $82.4M |
| Mayport, LLC | 26.24% | Add +6.2% | 155,107 | $81.8M |
| Ironclad Investments LLC | 48.43% | No change | 154,558 | $81.6M |
| WestHill Financial Advisors, Inc. | 18.16% | Reduce -0.3% | 153,450 | $81.0M |
| J.W. Cole Advisors, Inc. | 3.39% | Add +6.5% | 153,206 | $80.8M |
| Aspiriant, LLC | 3.07% | Add +0.8% | 153,207 | $80.8M |
| SilverOak Wealth Management LLC | 18.11% | Reduce -1.9% | 153,029 | $80.7M |
| Grove Bank & Trust | 11.87% | Add +6.0% | 152,285 | $80.4M |
| Stordahl Capital Management, Inc. | 19.05% | Reduce -1.0% | 153,215 | $80.1M |
| HB Wealth Management, LLC | 0.86% | Add +2.8% | 151,427 | $79.9M |
| RMR Wealth Builders | 8.46% | Add +4.9% | 150,851 | $79.8M |
| Wedmont Private Capital | 4.55% | Add +15.8% | 152,797 | $79.7M |
| Cambridge Advisors Inc. | 17.35% | Reduce -1.9% | 150,519 | $79.4M |
| Stephens Consulting, LLC | 20.13% | Add +1.6% | 148,810 | $78.5M |
| M.D. Sass, LLC | 6.03% | No change | 147,280 | $77.7M |
| Webster Bank, N. A. | 8.12% | Reduce -1.1% | 144,507 | $76.3M |
| WASHINGTON TRUST Co | 2.67% | Add +4.1% | 144,395 | $76.2M |
| Brass Tax Wealth Management, Inc. | 16.16% | Add +155.2% | 143,067 | $75.5M |
| Evoke Wealth, LLC | 2.04% | New | 141,147 | $74.7M |
| Jefferies Financial Group Inc. | 1.29% | Add +2.9% | 140,818 | $74.3M |
| Empire Life Investments Inc. | 4.51% | Add +0.8% | 140,149 | $74.0M |
| Strategic Investment Advisors / MI | 8.07% | Add +6.0% | 139,544 | $73.6M |
| Warren Street Wealth Advisors, LLC | 30.45% | Add +3.4% | 139,377 | $73.5M |
| Acorn Financial Advisory Services Inc. | 12.95% | Add +0.1% | 138,604 | $73.1M |
| Fiducient Advisors LLC | 8.44% | Add +19.1% | 138,193 | $73.1M |
| Evermay Wealth Management LLC | 11.73% | Reduce -1.9% | 137,941 | $73.0M |
| Texas Capital Bancshares Inc | 29.46% | Add +0.0% | 138,237 | $72.9M |
| Angeles Wealth Management, LLC | 6.26% | Add +3.4% | 137,706 | $72.7M |
| Compass Financial Group, INC | 14.26% | Add +5.4% | 137,600 | $72.6M |
| Obermeyer Wealth Partners | 3.81% | Add +9.1% | 134,821 | $71.1M |
| Comerica Bank | 0.28% | Add +7.8% | 133,979 | $70.7M |
| NorthCoast Asset Management LLC | 0.49% | Add +234.8% | 155,761 | $70.3M |
| Francis Financial, Inc. | 18.52% | Reduce -1.4% | 132,653 | $70.0M |
| Commerce Bank | 0.43% | Add +59.1% | 132,452 | $69.9M |
| National Philanthropic Trust | 1.26% | Add +0.4% | 132,153 | $69.7M |
| Scott Capital Advisors, LLC | 19.74% | Reduce -0.4% | 131,916 | $69.6M |
| Selective Wealth Management, Inc. | 28.45% | Reduce -2.6% | 130,029 | $68.5M |
| Trevian Wealth Management LLC | 55.73% | New | 128,855 | $68.0M |
| Manning & Napier Advisors LLC | 0.75% | Add +1.7% | 128,824 | $68.0M |
| Means Investment Co., Inc. | 7.54% | Add +2.6% | 128,689 | $67.9M |
| Kestra Private Wealth Services, LLC | 1.24% | Add +2.8% | 128,386 | $67.7M |
| Wealthcare Advisory Partners LLC | 1.92% | Reduce -1.4% | 127,756 | $67.4M |
| Elwood & Goetz Wealth Advisory Group, LLC | 16.63% | Add +2.4% | 127,318 | $67.2M |
| Performa Ltd (US), LLC | 24.76% | Add +1.2% | 126,333 | $66.7M |
| Secure Asset Management, LLC | 11.23% | Add +3.3% | 125,987 | $66.5M |
| Progeny 3, Inc. | 5.55% | No change | 125,200 | $66.1M |
| Standard Family Office LLC | 80.22% | No change | 125,136 | $66.0M |
| Goldstone Financial Group, LLC | 11.47% | Add +7.4% | 124,926 | $65.9M |
| NorthRock Partners, LLC | 2.16% | Reduce -9.1% | 124,102 | $65.7M |
| Franklin, Parlapiano, Turner & Welch, LLC | 16.92% | Reduce -0.8% | 124,096 | $65.5M |
| Amtrust Financial Services, Inc. | 31.57% | No change | 124,000 | $65.4M |
| Daymark Wealth Partners, LLC | 2.76% | Add +10.5% | 123,633 | $65.2M |
| Oldfather Financial Services, LLC | 25.05% | Reduce -0.8% | 123,382 | $65.1M |
| Bank of Nova Scotia | 0.13% | Reduce -0.5% | 122,889 | $64.8M |
| CoreCap Advisors, LLC | 3.00% | New | 120,672 | $63.7M |
| Sierra Capital LLC | 7.58% | Add +46.0% | 120,400 | $63.5M |
| Pinion Investment Advisors, LLC | 26.53% | Add +1.9% | 120,112 | $63.4M |
| Summit Wealth Group, LLC | 18.14% | Add +7.1% | 119,176 | $62.9M |
| Banco Santander, S.A. | 0.74% | Reduce -10.4% | 118,844 | $62.7M |
| Hirtle & Co., LLC | 2.95% | Add +1.1% | 117,991 | $62.3M |
| CANADA LIFE ASSURANCE Co | 0.11% | Reduce -2.5% | 116,896 | $61.7M |
| McMorgan & Co. LLC | 9.33% | Reduce -5.8% | 114,813 | $60.6M |
| Agur Provident & Training Funds Management Ltd. | 18.40% | No change | 130,975 | $60.4M |
| PNC Financial Services Group, Inc. | 0.04% | Add +4.8% | 113,521 | $59.9M |
| Fortune 45 LLC | 42.23% | Add +3.3% | 113,063 | $59.7M |
| Jane Street Group, LLC | 0.10% | Reduce -48.8% | 112,981 | $59.6M |
| Fidato Wealth LLC | 47.37% | Add +0.6% | 111,768 | $59.0M |
| Nadler Financial Group, Inc. | 6.47% | Reduce -1.1% | 111,192 | $58.7M |
| Perigon Wealth Management, LLC | 1.58% | Reduce -25.7% | 111,109 | $58.6M |
| Circle Wealth Management, LLC | 1.29% | Add +37.2% | 110,433 | $58.3M |
| Orion Porfolio Solutions, LLC | 0.57% | Add +27.4% | 109,354 | $57.7M |
| Orion Portfolio Solutions, LLC | 0.57% | Add +27.4% | 109,354 | $57.7M |
| Centiva Capital, LP | 2.61% | New | 109,250 | $57.6M |
| Brio Consultants, LLC | 9.15% | Add +1.4% | 109,032 | $57.5M |
| Synovus Financial Corp. | 0.66% | Add +100.0% | 107,643 | $56.8M |
| Cook Wealth, LLC | 28.21% | Add +23.3% | 105,276 | $56.1M |
| Simon Quick Advisors, LLC | 3.53% | Add +6.7% | 105,860 | $55.9M |
| Fragasso Financial Advisors Inc | 4.22% | Reduce -1.3% | 104,176 | $55.0M |
| Turtle Creek Wealth Advisors, LLC | 10.95% | Reduce -3.4% | 103,543 | $54.6M |
| Proffitt & Goodson Inc. | 8.93% | Add +5.9% | 103,229 | $54.5M |
| Integrated Wealth Concepts LLC | 0.66% | Add +3.1% | 103,069 | $54.4M |
| AlTi Global, Inc. | 1.30% | Add +17.7% | 102,368 | $54.2M |
| Deutsche Bank AG | 0.02% | Add +2.2% | 102,675 | $54.2M |
| Roundview Capital LLC | 3.90% | Add +3.2% | 102,131 | $53.9M |
| Optas, LLC | 12.39% | Add +1.2% | 102,108 | $53.9M |
| Rathbones Group PLC | 0.27% | Reduce -1.1% | 102,075 | $53.9M |
| Ballentine Partners, LLC | 0.92% | Reduce -2.1% | 101,526 | $53.6M |
| Jasper Ridge Partners, L.P. | 1.52% | Reduce -3.7% | 101,116 | $53.4M |
| BCK Partners, Inc. | 25.41% | Add +0.0% | 100,900 | $53.2M |
| Royal Fund Management, LLC | 3.76% | Add +177.3% | 100,044 | $53.2M |
| Composition Wealth, LLC | 1.22% | Reduce -1.1% | 100,281 | $52.9M |
| Twele Capital Management, Inc. | 10.88% | Add +2.1% | 98,274 | $51.9M |
| Sigma Planning Corp | 1.58% | Add +4.4% | 97,634 | $51.5M |
| CIC Wealth, LLC | 13.18% | Add +4.7% | 96,648 | $51.0M |
| Safir Wealth Advisors, LLC | 39.05% | Add +0.6% | 96,270 | $50.8M |
| AJ Advisors, LLC | 26.03% | Add +3.5% | 96,195 | $50.8M |
| Choate Investment Advisors | 1.29% | Add +230.6% | 95,981 | $50.6M |
| Cantor Fitzgerald Investment Advisors L.P. | 3.44% | Add +0.3% | 95,969 | $50.6M |
| Savvy Advisors, Inc. | 10.28% | Add +153.9% | 95,901 | $50.6M |
| EP Wealth Advisors, LLC | 0.43% | Add +77.5% | 95,695 | $50.5M |
| Freestone Capital Holdings, LLC | 1.74% | Add +1.3% | 95,229 | $50.2M |
| Souders Financial Advisors | 6.99% | Add +32.4% | 95,062 | $50.2M |
| Lansing Street Advisors | 18.46% | Add +13.0% | 95,017 | $50.1M |
| Axiom Advisory, LLC | 0.47% | Add +20.1% | 98,618 | $50.1M |
| HBK Sorce Advisory LLC | 1.53% | Reduce -0.2% | 94,944 | $50.1M |
| Pure Financial Advisors, LLC | 1.20% | Add +13.4% | 94,476 | $49.9M |
| Financial Sense Advisors, Inc. | 13.75% | Reduce -2.5% | 94,437 | $49.8M |
| Financial Counselors Inc. | 0.74% | Add +0.9% | 94,380 | $49.8M |
| Level Financial Advisors | 18.97% | Reduce -0.9% | 94,198 | $49.7M |
| Choreo, LLC | 0.72% | Reduce -2.6% | 94,506 | $49.4M |
| Jackson Wealth Management, LLC | 5.90% | Add +18.9% | 93,605 | $49.4M |
| Mutual Advisors, LLC | 1.44% | Add +1.9% | 92,423 | $49.2M |
| Salomon & Ludwin, LLC | 5.00% | Reduce -6.1% | 92,954 | $49.1M |
| Kearns & Associates LLC | 32.24% | Reduce -0.2% | 92,676 | $48.9M |
| Rockport Wealth LLC | 13.03% | New | 92,609 | $48.9M |
| Hillcrest Wealth Advisors - NY, LLC | 24.11% | Add +1.5% | 91,551 | $48.3M |
| Scotia Capital Inc. | 0.26% | Add +4.2% | 91,425 | $48.2M |
| Ciovacco Capital Management LLC | 28.21% | Add +11.8% | 91,402 | $48.2M |
| Hill Island Financial LLC | 14.52% | Add +0.9% | 90,963 | $48.0M |
| Bokf, NA | 0.85% | Add +5.6% | 91,877 | $47.9M |
| Investment Research & Advisory Group, Inc. | 20.06% | Reduce -2.2% | 90,063 | $47.5M |
| Kickstand Ventures, Llc. | 12.08% | Reduce -4.7% | 89,693 | $47.3M |
| Fifth Third Securities, Inc. | 4.47% | Reduce -5.9% | 89,563 | $47.3M |
| Sage Mountain Advisors LLC | 4.01% | Reduce -0.5% | 89,187 | $47.1M |
| Beaird Harris Wealth Management, LLC | 4.11% | Add +16.2% | 89,093 | $47.0M |
| Kingsview Wealth Management, LLC | 0.98% | Add +34.4% | 88,624 | $46.8M |
| 3Chopt Investment Partners, LLC | 16.66% | Reduce -0.8% | 88,068 | $46.6M |
| Steph & Co. | 14.81% | Reduce -1.5% | 88,180 | $46.5M |
| Hikari Tsushin, Inc. | 3.30% | Add +2.6% | 87,999 | $46.4M |
| Wit, LLC | 1.34% | — | 88 | $46.4M |
| CFO4Life Group, LLC | 8.18% | Reduce -0.2% | 87,584 | $46.2M |
| Retirement Planning Group, LLC | 2.52% | Add +6.2% | 87,530 | $46.2M |
| Trust Co of Tennessee | 15.40% | Add +2.4% | 87,510 | $46.2M |
| Crestmont Private Wealth LLC | 20.05% | Add +2.5% | 86,965 | $45.9M |
| David Kennon Inc | 18.06% | Add +0.1% | 86,914 | $45.9M |
| Capital Group Private Client Services, Inc. | 0.43% | Add +2.7% | 86,271 | $45.5M |
| Fiduciary Trust Co | 0.63% | Add +4.3% | 85,960 | $45.4M |
| Sompo Asset Management Co., Ltd. | 7.09% | Add +2.8% | 85,711 | $45.2M |
| Wellington Management Group LLP | 0.01% | Reduce -22.4% | 85,550 | $45.1M |
| Common Fund for Nonprofit Organizations | 5.38% | Reduce -12.2% | 85,132 | $44.9M |
| Boyd Wealth Management, LLC | 22.68% | Add +1.6% | 84,855 | $44.8M |
| Gentry Private Wealth, LLC | 36.46% | Reduce -4.2% | 84,541 | $44.6M |
| Bell Bank | 5.25% | Reduce -46.8% | 84,123 | $44.4M |
| National Bank of Canada | 0.06% | Reduce -39.3% | 83,567 | $44.1M |
| Advanced Asset Management Advisors Inc | 11.78% | No change | 88,101 | $44.1M |
| Fort Washington Investment Advisors Inc. | 0.27% | Reduce -0.1% | 82,780 | $43.7M |
| Olympus Wealth Management, LLC | 14.97% | Reduce -14.3% | 82,535 | $43.6M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 5.93% | Add +18.3% | 81,994 | $43.3M |
| Gladstone Institutional Advisory LLC | 2.11% | Reduce -17.8% | 81,833 | $43.2M |
| Crescent Grove Advisors, LLC | 4.38% | Add +2.0% | 81,132 | $42.9M |
| Simplicity Wealth,LLC | 3.97% | Reduce -26.8% | 81,271 | $42.9M |
| IFG Advisory, LLC | 2.73% | Add +4.6% | 81,133 | $42.8M |
| Brookstone Capital Management | 0.63% | Add +18.1% | 80,885 | $42.7M |
| Taikang Asset Management (Hong Kong) Co Ltd | 4.46% | Add +0.3% | 80,292 | $42.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -61.0% | 80,000 | $42.2M |
| Wilmington Savings Fund Society, FSB | 0.75% | Add +4800.8% | 79,442 | $41.9M |
| Ameritas Investment Partners, Inc. | 1.36% | Reduce -2.5% | 79,212 | $41.8M |
| HBW Advisory Services LLC | 6.11% | Add +6.9% | 79,159 | $41.8M |
| Summit Financial, LLC | 1.63% | Add +58.3% | 78,672 | $41.6M |
| HUB Investment Partners, LLC | 1.81% | Add +0.9% | 78,279 | $41.3M |
| Garde Capital, Inc. | 2.70% | Reduce -0.5% | 77,910 | $41.1M |
| Barings LLC | 0.97% | New | 77,641 | $41.0M |
| MAI Capital Management | 0.39% | Reduce -1.5% | 77,623 | $41.0M |
| Ameraudi Asset Management, Inc. | 18.47% | Add +3.7% | 76,778 | $40.5M |
| Northeast Investment Management | 1.81% | Add +4.1% | 76,754 | $40.5M |
| Oak Root LLC | 5.11% | Reduce -0.4% | 76,722 | $40.5M |
| Oak Harvest Investment Services | 5.82% | Add +4.3% | 76,675 | $40.5M |
| CENTRAL TRUST Co | 0.94% | Reduce -11.1% | 76,335 | $40.3M |
| Retirement Capital Strategies | 15.72% | Reduce -2.3% | 76,102 | $40.2M |
| BBR Partners, LLC | 3.05% | Reduce -0.1% | 75,787 | $40.0M |
| ForthRight Wealth Management, LLC | 13.25% | Reduce -2.0% | 75,417 | $39.8M |
| Resolute Advisors LLC | 8.15% | Add +4.3% | 75,064 | $39.7M |
| Cwm, LLC | 0.17% | Reduce -1.9% | 75,190 | $39.7M |
| Fiduciary Group, LLC | 4.01% | Reduce -3.2% | 75,099 | $39.6M |
| Stephens Inc. | 0.56% | Add +83.2% | 74,835 | $39.5M |
| Rooted Wealth Advisors, Inc. | 17.50% | Add +0.7% | 75,159 | $39.2M |
| MBM Wealth Consultants, LLC | 12.34% | Add +0.6% | 74,155 | $39.1M |
| Global Retirement Partners, LLC | 1.17% | Add +1.2% | 73,434 | $38.7M |
| Parisi Gray Wealth Management | 12.76% | Add +0.1% | 73,214 | $38.6M |
| Modern Wealth Management, LLC | 2.36% | Add +0.7% | 72,791 | $38.4M |
| LM Advisors LLC | 7.87% | Reduce -2.7% | 73,146 | $38.4M |
| Beacon Harbor Wealth Advisors, Inc. | 9.01% | Add +2.5% | 71,793 | $37.9M |
| Front Street Capital Management, Inc. | 6.13% | Add +0.8% | 71,745 | $37.9M |
| Greenleaf Trust | 0.33% | Add +0.7% | 71,320 | $37.6M |
| Dunhill Financial, LLC | 19.31% | Add +5.9% | 71,245 | $37.6M |
| TD Private Client Wealth LLC | 1.07% | Reduce -8.2% | 70,449 | $37.2M |
| Eagle Wealth Strategies LLC | 26.90% | Reduce -0.4% | 69,898 | $36.9M |
| Legacy Financial Group LLC | 7.08% | Reduce -6.0% | 69,730 | $36.8M |
| Phillips Financial Management, LLC | 2.85% | Add +0.1% | 69,708 | $36.8M |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 36.37% | Reduce -2.1% | 69,119 | $36.5M |
| Apollon Wealth Management, LLC | 1.03% | Reduce -3.9% | 69,018 | $36.4M |
| CSS LLC | 6.57% | Add +12.2% | 69,000 | $36.4M |
| University of Chicago | 30.62% | No change | 68,413 | $36.2M |
| Money Concepts Capital Corp. | 2.75% | Reduce -0.7% | 68,622 | $36.2M |
| Vident Advisory, LLC | 0.91% | Add +3.9% | 68,336 | $36.1M |
| Tenon Financial LLC | 23.88% | Add +12.1% | 68,335 | $36.1M |
| Fort Point Capital Partners LLC | 4.48% | Reduce -2.0% | 67,706 | $35.7M |
| NWF Advisory Services Inc. | 5.18% | Add +0.5% | 67,431 | $35.6M |
| JDM Financial Group LLC | 19.34% | Reduce -9.2% | 67,404 | $35.6M |
| Landmark Wealth Management, LLC | 15.42% | New | 67,092 | $35.4M |
| Tudor Investment Corporation | 0.39% | Add +361.2% | 67,088 | $35.4M |
| Strategic Blueprint, LLC | 2.21% | Add +16.3% | 67,076 | $35.4M |
| Rwa Wealth Partners, LLC | 0.44% | Add +2.4% | 66,631 | $35.2M |
| SigFig Wealth Management, LLC | 1.27% | Reduce -4.3% | 66,821 | $35.1M |
| Christopher J. Hasenberg, Inc | 14.37% | Add +4.1% | 66,016 | $34.8M |
| Aufman Associates Inc | 22.28% | Reduce -2.7% | 65,674 | $34.7M |
| B. Riley Wealth Advisors, Inc. | 0.96% | Reduce -3.7% | 65,831 | $34.5M |
| CW Advisors, LLC | 0.46% | Add +55.5% | 65,279 | $34.4M |
| Cibc World Market Inc. | 0.08% | Add +4.3% | 65,112 | $34.4M |
| Pittenger & Anderson Inc. | 1.28% | Add +0.6% | 65,012 | $34.3M |
| Kinsale Capital Group, Inc. | 10.08% | Add +0.4% | 64,853 | $34.2M |
| Avior Wealth Management, LLC | 1.36% | Add +0.5% | 64,812 | $34.2M |
| Trek Financial, LLC | 2.55% | Reduce -18.3% | 64,546 | $34.1M |
| Bailard, Inc. | 0.88% | Reduce -0.2% | 64,055 | $33.8M |
| West Paces Advisors Inc. | 8.25% | Add +3.8% | 63,852 | $33.7M |
| R. W. Roge & Company, Inc. | 17.86% | Reduce -1.9% | 63,344 | $33.4M |
| Redwood Investment Management, LLC | 2.96% | Add +63.1% | 63,168 | $33.4M |
| Arete Wealth Advisors, LLC | 2.84% | Reduce -9.5% | 63,148 | $33.2M |
| Associated Banc-Corp | 0.98% | Add +2.2% | 62,937 | $33.2M |
| Avion Wealth | 8.68% | Reduce -3.6% | 62,837 | $33.2M |
| Franklin Resources Inc. | 0.01% | Add +5.3% | 61,626 | $33.1M |
| Twin Tree Management, LP | 0.76% | New | 62,082 | $32.8M |
| Mather Group, Llc. | 0.42% | Reduce -17.5% | 62,026 | $32.7M |
| AQR Capital Management | 0.05% | Add +71.2% | 61,948 | $32.7M |
| Geneos Wealth Management Inc. | 1.22% | Reduce -15.8% | 60,392 | $31.9M |
| Valeo Financial Advisors, LLC | 0.91% | Add +9.9% | 60,347 | $31.8M |
| Level Four Advisory Services, LLC | 1.34% | Add +4.9% | 60,770 | $31.8M |
| TD Waterhouse Canada Inc. | 0.26% | Reduce -15.4% | 60,578 | $31.7M |
| &partners | 0.61% | Add +20.8% | 60,005 | $31.7M |
| Meridian Financial Partners LLC | 15.92% | Add +0.8% | 59,662 | $31.5M |
| Aspire Capital Advisors LLC | 9.35% | Add +4.5% | 59,390 | $31.3M |
| Sheets Smith Wealth Management | 3.83% | Reduce -35.2% | 59,270 | $31.3M |
| Great Valley Advisor Group, Inc. | 0.77% | Add +11.5% | 59,264 | $31.3M |
| Securian Asset Management, Inc. | 0.90% | Reduce -14.6% | 59,123 | $31.2M |
| Plancorp, LLC | 1.27% | Add +4.4% | 59,029 | $31.1M |
| Intelligent Financial Strategies | 17.12% | Add +2.9% | 58,748 | $31.1M |
| Sage Financial Group Inc. | 2.54% | Add +1.2% | 58,827 | $31.0M |
| Principal Financial Group Inc. | 0.02% | Add +6.8% | 58,044 | $30.6M |
| Sfm, LLC | 22.87% | Add +3.8% | 57,823 | $30.5M |
| Legacy PCG, LLC | 21.64% | Add +14.2% | 57,604 | $30.4M |
| Charter Oak Capital Management, LLC | 2.84% | Add +9.1% | 57,522 | $30.4M |
| IFG Advisors, LLC | 6.44% | Add +6.1% | 57,138 | $30.1M |
| Oppenheimer & Co. Inc. | 0.46% | Reduce -2.9% | 57,096 | $30.1M |
| Leavell Investment Management, Inc. | 1.49% | Add +7.9% | 56,482 | $29.9M |
| Carolinas Wealth Consulting LLC | 5.40% | Reduce -0.1% | 56,194 | $29.7M |
| Canton Hathaway, LLC | 7.42% | No change | 56,355 | $29.7M |
| Evercore Wealth Management, LLC | 0.44% | Add +2.4% | 56,078 | $29.6M |
| RFG Advisory, LLC | 0.90% | Reduce -3.2% | 55,715 | $29.4M |
| Heritage Wealth Advisors | 1.37% | Add +49.6% | 55,501 | $29.3M |
| Mitchell McLeod Pugh & Williams Inc. | 6.11% | Add +8.3% | 55,493 | $29.3M |
| Bear Mountain Capital, Inc. | 11.45% | Reduce -3.0% | 54,433 | $29.0M |
| Financial Management Professionals, Inc. | 3.60% | Add +1.7% | 54,970 | $29.0M |
| Foundations Investment Advisors, LLC | 0.61% | Add +14.2% | 54,892 | $29.0M |
| Concourse Financial Group Securities, Inc. | 1.70% | Reduce -1.6% | 54,041 | $28.6M |
| Claro Advisors Inc. | 3.70% | Add +10.2% | 54,158 | $28.6M |
| Scarborough Advisors, LLC | 4.61% | New | 54,023 | $28.5M |
| Prio Wealth Limited Partnership | 0.82% | Add +0.5% | 53,255 | $28.1M |
| Clifford Group, LLC | 21.76% | Add +2.1% | 53,038 | $28.0M |
| SOA Wealth Advisors, LLC. | 5.34% | Add +2.4% | 53,036 | $28.0M |
| Oxler Private Wealth LLC | 9.65% | Add +3.9% | 52,485 | $27.7M |
| Cordgrass Capital Advisors, LLC | 7.99% | Reduce -1.0% | 52,211 | $27.5M |
| Rehmann Capital Advisory Group | 1.80% | Add +1386.8% | 51,709 | $27.5M |
| ORG Partners LLC | 4.43% | Add +2.0% | 51,985 | $27.4M |
| GenWealth Group, Inc. | 6.30% | Reduce -1.1% | 51,968 | $27.4M |
| Trust Co of the South | 5.78% | Add +14.1% | 51,693 | $27.3M |
| Thompson Siegel & Walmsley LLC | 0.41% | Reduce -5.3% | 51,329 | $27.1M |
| Crestwood Advisors Group, LLC | 0.52% | Add +0.3% | 51,284 | $27.1M |
| Van Eck Associates Corp. | 0.03% | Reduce -7.8% | 50,868 | $27.0M |
| Parsons Capital Management Inc. | 1.71% | Add +5.8% | 51,206 | $27.0M |
| Southeast Asset Advisors, LLC | 2.99% | Add +0.1% | 51,157 | $27.0M |
| Waverly Advisors, LLC | 0.50% | Reduce -1.7% | 51,107 | $27.0M |
| Integral Investment Advisors, Inc. | 7.29% | Add +10.1% | 50,672 | $26.7M |
| Alta Advisers Ltd | 12.18% | Reduce -7.5% | 50,549 | $26.7M |
| EnRich Financial Partners LLC | 8.90% | Add +5.7% | 50,484 | $26.6M |
| Williams Jones Wealth Management, LLC. | 0.31% | Add +1.5% | 50,433 | $26.6M |
| Cullen/Frost Bankers, Inc. | 0.36% | Reduce -0.1% | 50,413 | $26.6M |
| Diana Davis Spencer Foundation | 8.85% | No change | 49,675 | $26.2M |
| Sandy Cove Advisors, LLC | 10.69% | Add +1.6% | 49,654 | $26.2M |
| Moody National Bank Trust Division | 2.79% | Add +91.2% | 49,398 | $26.1M |
| St. Louis Trust Co | 3.65% | Add +5.6% | 49,204 | $26.0M |
| Americana Partners, LLC | 1.76% | Add +174.1% | 48,961 | $25.8M |
| Vicus Capital | 2.28% | Add +13.4% | 48,917 | $25.8M |
| Drucker Wealth 3.0, LLC | 6.16% | Add +24.4% | 48,611 | $25.7M |
| Clark Financial Services Group Inc. | 23.25% | Add +0.4% | 48,433 | $25.6M |
| First National Bank of Omaha | 1.63% | Reduce -0.2% | 48,411 | $25.5M |
| O'shaughnessy Asset Management, LLC | 0.23% | Add +19.6% | 47,518 | $25.5M |
| QRG Capital Management, Inc. | 0.28% | Add +3.4% | 48,292 | $25.5M |
| Diversify Advisory Services, LLC | 1.37% | Add +17.2% | 47,458 | $25.4M |
| Stratos Wealth Advisors, LLC | 1.16% | Add +8.7% | 47,993 | $25.3M |
| First Hawaiian Bank | 0.81% | Reduce -2.0% | 47,829 | $25.2M |
| First Citizens Bank & Trust Co. | 0.55% | Add +0.9% | 47,537 | $25.1M |
| Applied Capital LLC | 12.84% | Add +1.2% | 47,317 | $25.0M |
| Basso Capital Management, L.P. | 22.95% | Add +4.3% | 47,251 | $24.9M |
| UNIVEST FINANCIAL Corp | 1.64% | Add +1.3% | 47,062 | $24.8M |
| First Financial Corp. | 11.79% | Add +0.7% | 46,823 | $24.7M |
| Sumitomo Life Insurance Co. | 0.48% | Reduce -13.9% | 45,900 | $24.2M |
| Manchester Capital Management LLC | 2.82% | Reduce -6.3% | 45,716 | $24.1M |
| Cascades Capital Asset Management, LLC | 13.62% | — | 45,575 | $24.0M |
| CM Wealth Advisors LLC | 7.75% | Reduce -0.1% | 45,205 | $23.9M |
| Focus Financial Network, Inc. | 0.98% | Reduce -1.8% | 45,161 | $23.9M |
| Wealth Group Ltd | 6.93% | Add +0.0% | 45,145 | $23.8M |
| Arkadios Wealth Advisors | 1.33% | Reduce -2.8% | 44,628 | $23.5M |
| Brooklyn FI, LLC | 8.28% | Add +2.6% | 44,567 | $23.5M |
| Curated Wealth Partners LLC | 3.00% | Add +7.5% | 44,488 | $23.5M |
| Avidian Wealth Enterprises, LLC | 1.07% | Add +0.7% | 44,461 | $23.5M |
| Fsa Wealth Partners, Inc. | 5.67% | Add +41.6% | 44,424 | $23.4M |
| Whittier Trust Co. of Nevada Inc. | 0.60% | Add +0.5% | 44,246 | $23.3M |
| Baltimore-Washington Financial Advisors, Inc. | 1.26% | Add +1.8% | 43,806 | $23.1M |
| Matrix Trust Co | 4.32% | New | 43,759 | $23.1M |
| PFG Advisors | 1.46% | Reduce -6.9% | 43,747 | $23.1M |
| Stuart Investment Advisors, Inc. | 12.98% | Reduce -6.5% | 43,747 | $23.1M |
| First National Bank Sioux Falls | 10.46% | Add +16.7% | 43,595 | $23.0M |
| Omega Advisors (Leon Cooperman) | 0.98% | Reduce -3.5% | 43,593 | $23.0M |
| Retirement Systems of Alabama | 0.09% | Add +10.2% | 43,531 | $23.0M |
| Romano Brothers and Company | 2.84% | Add +5.8% | 43,230 | $22.8M |
| EverSource Wealth Advisors, LLC | 1.45% | Add +4.1% | 43,220 | $22.8M |
| Tiger Management L.L.C. | 100.00% | Add +70.2% | 43,150 | $22.8M |
| Johnson Investment Counsel Inc. | 0.22% | Add +33.0% | 43,035 | $22.7M |
| Cassady Schiller Wealth Management, LLC | 8.30% | Add +2.2% | 43,002 | $22.7M |
| Berkshire Hathaway | 0.01% | No change | 43,000 | $22.7M |
| Venture Visionary Partners LLC | 1.00% | Add +7.1% | 42,908 | $22.6M |
| Capital Management Associates, Inc | 9.24% | Add +11.5% | 42,872 | $22.6M |
| Baker Tilly Wealth Management, LLC | 10.01% | Add +6.7% | 42,864 | $22.6M |
| Belpointe Asset Management LLC | 1.36% | Add +4.0% | 42,813 | $22.6M |
| Ade, LLC | 13.87% | Add +0.5% | 42,770 | $22.6M |
| First Horizon Advisors, Inc. | 0.62% | Reduce -0.8% | 42,622 | $22.5M |
| Conning Inc. | 0.78% | No change | 42,527 | $22.4M |
| Aptus Capital Advisors, LLC | 0.34% | Add +108.6% | 42,509 | $22.4M |
| IFP Advisors, Inc | 0.81% | Add +2.2% | 42,449 | $22.4M |
| First Merchants Corp. | 0.86% | Reduce -2.8% | 42,453 | $22.4M |
| KilterHowling LLC | 14.03% | Add +1.6% | 42,340 | $22.3M |
| CWS Financial Advisors, LLC | 7.87% | Add +0.2% | 42,096 | $22.2M |
| Ashton Thomas Securities, LLC | 4.31% | Add +89.2% | 42,045 | $22.2M |
| Alexander Labrunerie & Co., Inc. | 10.28% | Add +2.6% | 41,968 | $22.1M |
| Core Wealth Advisors, Inc. | 7.03% | Add +0.2% | 41,525 | $21.9M |
| First Command Advisory Services, Inc. | 0.21% | Reduce -1.2% | 41,365 | $21.8M |
| CVA Family Office, LLC | 3.54% | Reduce -0.0% | 41,349 | $21.8M |
| Tritonpoint Wealth, LLC | 1.97% | Reduce -7.1% | 40,868 | $21.5M |
| High Net Worth Advisory Group LLC | 5.98% | Reduce -3.4% | 40,617 | $21.4M |
| MKT Advisors LLC | 9.98% | Add +3.4% | 40,696 | $21.3M |
| Beaumont Financial Advisors, LLC | 1.65% | Reduce -0.5% | 40,122 | $21.2M |
| Bank Hapoalim BM | 3.36% | Add +0.0% | 40,117 | $21.2M |
| Prudential PLC | 0.11% | Add +60.0% | 40,000 | $21.1M |
| Exencial Wealth Advisors, LLC | 0.76% | Add +2.6% | 39,881 | $21.0M |
| Certus Wealth Management, LLC | 14.64% | Add +40.3% | 39,863 | $21.0M |
| Mittelman Wealth Management | 11.94% | Add +52.3% | 39,815 | $21.0M |
| Verdence Capital Advisors LLC | 1.67% | Add +3.4% | 39,760 | $21.0M |
| PKO Investment Management Joint-Stock Co | 2.59% | Add +11.3% | 39,758 | $21.0M |
| Traveka Wealth, LLC | 10.55% | Reduce -20.4% | 39,398 | $20.8M |
| Unconventional Investor, LLC | 12.97% | Add +25.6% | 39,353 | $20.8M |
| Integrated Advisors Network LLC | 1.00% | Reduce -5.7% | 39,350 | $20.8M |
| Almanack Investment Partners, LLC. | 3.26% | Add +6.5% | 39,281 | $20.7M |
| North Star Investment Management Corp. | 1.43% | Add +0.8% | 39,111 | $20.6M |
| Guardian Financial Partners, LLC | 12.89% | Reduce -9.1% | 39,073 | $20.6M |
| Fairscale Capital, LLC | 17.94% | Add +5.5% | 38,668 | $20.5M |
| Sound View Wealth Advisors Group, LLC | 1.67% | Add +19.4% | 38,713 | $20.4M |
| American Century Companies Inc. | 0.01% | Reduce -7.0% | 38,500 | $20.3M |
| Keystone Financial Group | 2.59% | New | 38,184 | $20.1M |
| Elevatus Welath Management | 6.56% | Add +2842.3% | 38,044 | $20.1M |
| Sensible Financial Planning & Management, LLC. | 3.95% | Reduce -1.3% | 37,918 | $20.0M |
| Rational Advisors, Inc. | 1.97% | Reduce -2.0% | 37,813 | $20.0M |
| Benchmark Wealth Management, LLC | 9.85% | Add +3.8% | 37,806 | $19.9M |
| Sequoia Financial Advisors, LLC | 0.21% | Add +6.2% | 37,793 | $19.9M |
| Naples Global Advisors, LLC | 1.85% | Add +2.1% | 37,516 | $19.9M |
| Ogorek Anthony Joseph /NY/ | 6.82% | Add +9.1% | 37,627 | $19.9M |
| Fulton Bank, N.A. | 0.76% | Add +5.5% | 37,527 | $19.8M |
| Okabena Investment Services Inc. | 5.57% | Add +83.6% | 37,393 | $19.7M |
| Riverpoint Wealth Management Holdings, LLC | 5.03% | Add +0.1% | 37,220 | $19.6M |
| Waldron Private Wealth LLC | 0.81% | Add +6.5% | 37,070 | $19.6M |
| Montag A & Associates Inc. | 0.92% | Add +1.3% | 36,786 | $19.5M |
| First National Trust Co | 0.74% | Add +4.9% | 36,386 | $19.2M |
| Tompkins Financial Corp. | 1.84% | Add +38.9% | 36,317 | $19.2M |
| Kathleen S. Wright Associates Inc. | 7.90% | Add +13.9% | 36,269 | $19.1M |
| Parallel Advisors, LLC | 0.45% | Add +14.9% | 36,110 | $19.1M |
| Cornerstone Wealth Group, LLC | 1.58% | Reduce -1.0% | 36,053 | $19.0M |
| Apexium Financial, LP | 1.25% | Add +2.6% | 35,975 | $19.0M |
| Lakeshore Financial Planning, Inc. | 8.36% | Add +7.2% | 35,946 | $19.0M |
| Bryant Woods Investment Advisors, LLC | 9.61% | Add +40.3% | 35,752 | $18.9M |
| Stonegate Investment Group, LLC | 0.50% | Add +0.8% | 35,660 | $18.8M |
| Harbor Advisory Corp. | 6.13% | Reduce -3.3% | 35,603 | $18.8M |
| Wesbanco Bank Inc. | 0.64% | Add +0.8% | 35,585 | $18.8M |
| Ocean Park Asset Management, LLC | 0.82% | Add +2.0% | 35,546 | $18.8M |
| Quotient Wealth Partners, LLC | 0.61% | Reduce -6.6% | 35,454 | $18.7M |
| Spectrum Investment Advisors, Inc. | 12.77% | Reduce -2.1% | 35,282 | $18.6M |
| Verum Partners LLC | 5.47% | Add +14.8% | 35,282 | $18.6M |
| Private Capital Management LLC | 3.36% | Reduce -29.6% | 35,258 | $18.6M |
| Evanson Asset Management, LLC | 1.31% | Add +8.6% | 35,127 | $18.5M |
| Marshall Financial Group Inc. | 5.58% | Add +3.6% | 35,026 | $18.5M |
| Pinnacle Bancorp, Inc. | 4.93% | Reduce -0.8% | 34,970 | $18.5M |
| Eq LLC | 9.23% | Add +12.8% | 34,964 | $18.4M |
| Farmers & Merchants Investments Inc. | 0.57% | Add +0.1% | 34,680 | $18.3M |
| TruWealth Advisors, LLC | 1.12% | Add +2.1% | 34,576 | $18.2M |
| Fort Vancouver Investment Management, LLC | 15.64% | Add +0.3% | 34,339 | $18.1M |
| Spire Wealth Management | 0.61% | Add +20.6% | 34,325 | $18.1M |
| Argent Trust Co | 0.75% | Add +1.4% | 34,319 | $18.1M |
| Zurich Insurance Group Ltd | 0.15% | Reduce -49.6% | 34,061 | $18.0M |
| Peak Financial Management, Inc. | 5.28% | Reduce -2.5% | 34,100 | $18.0M |
| Wheelhouse Advisory Group LLC | 11.57% | Add +3.0% | 34,057 | $18.0M |
| Three Bridge Wealth Advisors, LLC | 6.60% | Add +29.7% | 33,794 | $17.9M |
| Motley Fool Wealth Management, LLC | 0.90% | Reduce -3.9% | 33,864 | $17.9M |
| Triad Wealth Partners, LLC | 9.50% | Add +5.3% | 33,853 | $17.9M |
| Brave Asset Management Inc. | 4.40% | Reduce -1.0% | 33,548 | $17.7M |
| waypoint wealth counsel | 11.97% | Add +6.8% | 33,486 | $17.7M |
| FWG Investments, LLC. | 15.23% | Reduce -1.3% | 33,383 | $17.6M |
| Tsfg, LLC | 3.83% | Add +2.9% | 33,271 | $17.6M |
| TFB Advisors LLC | 5.22% | Reduce -2.1% | 33,219 | $17.5M |
| Y.D. More Investments Ltd | 1.83% | Reduce -17.7% | 33,156 | $17.5M |
| Prospera Financial Services Inc | 0.45% | Add +9.1% | 33,039 | $17.4M |
| Asset Allocation & Management Company, LLC | 10.96% | Add +15.9% | 33,048 | $17.4M |
| Elios Financial Group Inc. | 8.05% | — | 33,037 | $17.4M |
| Bowman & Co S.C. | 9.18% | Add +1.1% | 32,970 | $17.4M |
| Blue Square Asset Management, LLC | 9.34% | Add +14.5% | 32,960 | $17.4M |
| Ballentine Capital Advisors, Inc | 8.70% | Reduce -0.8% | 32,875 | $17.3M |
| 1834 Investment Advisors Co. | 2.01% | Add +6.7% | 32,678 | $17.2M |
| O'Connor Financial Group LLC | 9.04% | Add +7.9% | 32,608 | $17.2M |
| Compound Planning, Inc. | 1.07% | Add +68.9% | 32,551 | $17.2M |
| Brighton Jones LLC | 0.64% | Reduce -3.9% | 32,412 | $17.1M |
| Fairway Wealth LLC | 8.66% | Add +14.3% | 32,327 | $17.1M |
| Virtue Capital Management, LLC | 3.41% | Reduce -1.0% | 32,312 | $17.1M |
| Cary Street Partners Investment Advisory LLC | 0.63% | Add +0.8% | 32,296 | $17.0M |
| Highline Wealth Partners LLC | 5.68% | Add +0.4% | 32,175 | $17.0M |
| Howland Capital Management LLC | 0.74% | Add +10.3% | 32,054 | $17.0M |
| Abacus Planning Group, Inc. | 3.03% | Reduce -2.0% | 32,144 | $17.0M |
| Dynamic Advisor Solutions LLC | 0.51% | Reduce -1.7% | 32,063 | $16.9M |
| Northstar Group, Inc. | 3.07% | Add +2.8% | 31,936 | $16.9M |
| First Bank & Trust | 3.19% | Add +0.6% | 31,810 | $16.8M |
| Bleakley Financial Group, LLC | 0.51% | Add +0.1% | 31,677 | $16.7M |
| Toronto Dominion Bank | 0.03% | No change | 31,588 | $16.7M |
| IHT Wealth Management, LLC | 0.47% | Add +24.6% | 31,632 | $16.7M |
| Mgo One Seven LLC | 0.72% | Add +0.0% | 31,557 | $16.7M |
| Norinchukin Bank, The | 0.39% | New | 31,480 | $16.6M |
| FineMark National Bank & Trust | 0.58% | No change | 31,441 | $16.6M |
| Lanham O'Dell & Company, Inc. | 9.25% | Add +0.1% | 31,246 | $16.5M |
| NewEdge Wealth, LLC | 0.30% | Add +11.5% | 31,200 | $16.5M |
| FSB Premier Wealth Management, Inc. | 6.75% | Reduce -2.7% | 31,192 | $16.5M |
| Burney Co./ | 0.58% | No change | 31,151 | $16.4M |
| Advisory Services Network, LLC | 0.34% | No change | 32,737 | $16.4M |
| Plan Group Financial, LLC | 8.61% | Add +2.0% | 30,913 | $16.3M |
| Carnegie Investment Counsel | 0.48% | Add +1.6% | 30,893 | $16.3M |
| Mountain Capital Investment Advisors Inc. | 3.56% | Add +213.0% | 29,558 | $16.2M |
| WNY Asset Management, LLC | 1.89% | Add +10.0% | 30,688 | $16.2M |
| Moulton Wealth Management, Inc. | 13.50% | Add +40.0% | 30,740 | $16.2M |
| Cynosure Group, LLC | 2.36% | Add +8.7% | 30,639 | $16.2M |
| Curbstone Financial Management Corp | 3.44% | Add +1.7% | 30,440 | $16.1M |
| Moisand Fitzgerald Tamayo, LLC | 2.19% | Reduce -3.8% | 30,252 | $16.0M |
| Fidelis Capital Partners, LLC | 1.90% | Reduce -0.3% | 30,013 | $15.9M |
| Braun Stacey Associates Inc. | 0.60% | Add +0.2% | 29,979 | $15.8M |
| FourThought Financial Partners, LLC | 1.87% | Add +12.5% | 29,948 | $15.8M |
| Madden Advisory Services, Inc. | 7.23% | Add +2.7% | 29,908 | $15.8M |
| Elm Partners Management LLC | 1.13% | Reduce -2.5% | 29,887 | $15.8M |
| TrueWealth Financial Partners | 9.49% | Reduce -10.1% | 29,862 | $15.8M |
| Boston Family Office LLC | 1.06% | Add +3.3% | 29,766 | $15.7M |
| Meridian Wealth Management, LLC | 0.77% | New | 29,544 | $15.6M |
| Caerus Investment Advisors, LLC | 14.75% | No change | 29,482 | $15.6M |
| Passaic Partners LLC | 2.32% | Reduce -14.4% | 29,383 | $15.5M |
| Ironsides Asset Advisors, LLC | 4.51% | Add +0.1% | 29,360 | $15.5M |
| Bridges Investment Management Inc. | 0.22% | Reduce -0.7% | 29,289 | $15.5M |
| Philadelphia Trust Co. | 1.12% | Reduce -0.0% | 29,286 | $15.5M |
| Marcum Wealth, LLC | 1.44% | Add +2.9% | 29,258 | $15.4M |
| Kovack Advisors, Inc. | 1.63% | Add +5.6% | 29,221 | $15.4M |
| Glenview Trust Co | 0.30% | Add +2.5% | 29,158 | $15.4M |
| Evernest Financial Advisors, LLC | 4.15% | Add +174.4% | 29,143 | $15.4M |
| Lodestar Private Asset Management LLC | 1.96% | Reduce -0.0% | 29,115 | $15.4M |
| Peachtree Investment Partners, LLC | 5.77% | Reduce -1.4% | 29,074 | $15.3M |
| Amundi | 0.01% | Add +8.7% | 29,094 | $15.3M |
| Alamar Capital Management, LLC | 8.46% | Add +2.2% | 28,933 | $15.3M |
| Blackston Financial Advisory Group, LLC | 7.91% | New | 28,975 | $15.3M |
| Walkner Condon Financial Advisors LLC | 3.12% | Add +9.6% | 28,958 | $15.3M |
| Prosperity Wealth Management, Inc. | 6.11% | Reduce -44.0% | 28,929 | $15.3M |
| Security Financial Services, INC. | 3.10% | Reduce -0.0% | 28,829 | $15.2M |
| Baker Ellis Asset Management LLC | 2.15% | Reduce -3.1% | 28,824 | $15.2M |
| Avory & Company, LLC | 9.22% | No change | 28,810 | $15.2M |
| Gibson Wealth Advisors LLC | 12.30% | Add +1.3% | 28,641 | $15.1M |
| Joel Isaacson & Co., LLC | 0.72% | Add +17.7% | 28,583 | $15.1M |
| Battery Global Advisors, LLC | 8.19% | No change | 28,486 | $15.1M |
| SageView Advisory Group, LLC | 0.76% | Reduce -43.5% | 28,563 | $15.1M |
| Element Pointe Advisors, LLC | 3.66% | No change | 28,541 | $15.1M |
| Gainplan LLC | 7.08% | Add +8.9% | 29,939 | $15.0M |
| SignalPoint Asset Management, LLC | 3.50% | Add +29.4% | 28,496 | $15.0M |
| Migdal Insurance & Financial Holdings Ltd. | 0.24% | Reduce -6.2% | 28,297 | $14.9M |
| Lowery Thomas, LLC | 10.11% | Add +4.8% | 28,240 | $14.9M |
| Smith Shellnut Wilson LLC | 6.67% | Add +6.0% | 27,977 | $14.8M |
| Roth Financial Partners LLC | 5.89% | Add +1.9% | 27,967 | $14.8M |
| Dorsey & Whitney Trust CO LLC | 0.78% | Reduce -1.0% | 27,935 | $14.7M |
| One Capital Management, LLC | 0.47% | Reduce -8.9% | 27,819 | $14.7M |
| Traction Financial Partners, LLC | 11.51% | Reduce -20.4% | 27,815 | $14.7M |
| U.S. Capital Wealth Advisors, LLC | 0.52% | Reduce -1.4% | 27,707 | $14.6M |
| Balentine LLC | 0.57% | Add +6.9% | 27,522 | $14.5M |
| Guardian Wealth Advisors, LLC / NC | 1.57% | Add +3.6% | 27,398 | $14.5M |
| Sachem Hill LLC | 2.93% | Reduce -3.0% | 27,345 | $14.4M |
| Rareview Capital LLC | 10.77% | Add +6.3% | 27,322 | $14.4M |
| Western Wealth Management, LLC | 0.82% | Add +61.0% | 27,218 | $14.4M |
| S&T Bank | 3.75% | Reduce -3.5% | 27,113 | $14.3M |
| Thoroughbred Financial Services, LLC | 0.92% | Add +9.9% | 27,003 | $14.2M |
| DeDora Capital, Inc. | 3.98% | Reduce -0.7% | 26,988 | $14.2M |
| Haverford Trust Co | 0.14% | No change | 26,985 | $14.2M |
| LBMC Investment Advisors, LLC | 1.12% | Reduce -0.9% | 26,942 | $14.2M |
| Arista Wealth Management, LLC | 3.41% | Add +2.8% | 26,898 | $14.2M |
| Adero Partners, LLC | 0.94% | Add +0.1% | 26,747 | $14.1M |
| Quantinno Capital Management LP | 0.18% | Add +76.4% | 26,624 | $14.0M |
| Parkside Advisors LLC | 3.32% | Reduce -2.2% | 26,378 | $14.0M |
| Westmount Partners, LLC | 4.19% | Add +0.2% | 26,415 | $13.9M |
| Evergreen Capital Management LLC | 0.47% | Add +2.6% | 26,274 | $13.9M |
| AlphaStar Capital Management, LLC | 1.10% | Add +26.0% | 26,271 | $13.9M |
| Dodds Wealth, LLC | 4.60% | Add +5.5% | 26,055 | $13.8M |
| Capital City Trust Co. | 3.42% | Add +8.8% | 26,100 | $13.8M |
| Focus Partners Advisor Solutions, LLC | 0.29% | Add +0.9% | 25,968 | $13.7M |
| Graypoint LLC | 0.88% | Add +3.5% | 25,916 | $13.7M |
| Bryn Mawr Trust Advisors, LLC | 0.74% | Add +269.8% | 25,906 | $13.7M |
| Van Strum & Towne Inc. | 4.73% | Reduce -0.8% | 25,877 | $13.7M |
| Perissos Private Wealth Management, LLC | 10.90% | Reduce -8.0% | 25,737 | $13.6M |
| GAM Holding AG | 1.08% | Reduce -2.4% | 25,715 | $13.6M |
| Sendero Wealth Management, LLC | 2.13% | Reduce -2.2% | 25,608 | $13.5M |
| CORDA Investment Management, LLC. | 1.05% | Reduce -0.9% | 25,603 | $13.5M |
| Mandatum Life Insurance Co Ltd | 4.14% | Add +0.3% | 25,574 | $13.5M |
| Piedmont Capital Management, LLC | 8.12% | Reduce -1.4% | 25,070 | $13.5M |
| Twin Focus Capital Partners, LLC | 2.12% | Reduce -5.6% | 25,480 | $13.4M |
| Smith Anglin Financial, LLC | 1.29% | Add +1061.2% | 25,396 | $13.4M |
| Crewe Advisors LLC | 1.55% | Reduce -0.2% | 25,392 | $13.4M |
| McClarren Financial Advisors, Inc. | 1.68% | Reduce -47.0% | 28,648 | $13.4M |
| Kohmann Bosshard Financial Services, LLC | 1.66% | Add +3.3% | 25,275 | $13.3M |
| Delta Wealth Advisors LLC | 12.71% | Add +9.5% | 25,157 | $13.3M |
| Everett Harris & Co. | 0.16% | Reduce -2.2% | 25,031 | $13.2M |
| Braun-Bostich & Associates Inc. | 9.15% | Reduce -19.8% | 24,871 | $13.1M |
| Sharkey, Howes & Javer | 1.86% | Reduce -8.9% | 24,803 | $13.1M |
| Brown Brothers Harriman & Co. | 0.09% | Reduce -16.6% | 24,780 | $13.1M |
| Abound Wealth Management | 4.31% | Add +6.9% | 24,611 | $13.0M |
| Bangor Savings Bank | 1.21% | Reduce -3.0% | 24,300 | $12.8M |
| Good Life Advisors, LLC | 0.79% | Reduce -1.1% | 24,224 | $12.8M |
| Global Endowment Management, LP | 1.29% | Add +1.4% | 24,199 | $12.8M |
| First American Bank | 0.92% | Add +0.8% | 24,193 | $12.8M |
| WorthPointe, LLC | 5.37% | Add +4.2% | 24,176 | $12.8M |
| Pachira Investments Inc. | 9.81% | Add +3.7% | 24,135 | $12.7M |
| Rossmore Private Capital | 1.57% | Reduce -0.8% | 24,128 | $12.7M |
| Allworth Financial LP | 0.08% | Add +3.3% | 24,069 | $12.7M |
| Waterloo Capital, L.P. | 1.38% | Add +5.8% | 24,024 | $12.7M |
| Traphagen Investment Advisors LLC | 1.28% | Reduce -0.2% | 23,999 | $12.7M |
| Nicolet Advisory Services, LLC | 1.19% | Add +3.5% | 24,250 | $12.7M |
| Zuckerman Investment Group, LLC | 1.30% | Add +0.8% | 23,950 | $12.6M |
| Wetzel Investment Advisors, Inc. | 6.37% | Add +13.0% | 23,839 | $12.6M |
| Washington Trust Advisors, Inc. | 1.08% | Add +11.2% | 23,765 | $12.5M |
| Baron Silver Stevens Financial Advisors, LLC | 2.13% | Add +2.0% | 23,122 | $12.2M |
| Eight 31 Financial, LLC | 9.38% | Reduce -2.5% | 22,878 | $12.1M |
| Lloyd Advisory Services, LLC. | 5.84% | Reduce -1.3% | 22,877 | $12.1M |
| Armstrong Advisory Group, Inc. | 1.00% | Reduce -1.7% | 22,869 | $12.1M |
| Hilltop National Bank | 3.66% | Reduce -6.1% | 22,860 | $12.1M |
| Advisory Services & Investments, LLC | 8.19% | Reduce -9.5% | 22,806 | $12.0M |
| Independent Financial Group, LLC | 0.44% | Add +10.3% | 22,671 | $12.0M |
| Florida Financial Advisors, LLC | 6.16% | Add +10.1% | 22,654 | $12.0M |
| Stelac Advisory Services LLC | 4.83% | Add +14.1% | 22,559 | $11.9M |
| Soundwatch Capital LLC | 1.87% | Add +846.6% | 22,426 | $11.8M |
| Atlanta Consulting Group Advisors, LLC | 2.93% | Reduce -33.6% | 22,350 | $11.8M |
| Resonant Capital Advisors, LLC | 0.87% | Reduce -1.4% | 22,269 | $11.8M |
| Insigneo Advisory Services, LLC | 1.19% | Reduce -3.2% | 22,333 | $11.8M |
| Renaissance Technologies | 0.02% | New | 22,266 | $11.7M |
| Personal Cfo Solutions, LLC | 1.64% | Add +20.7% | 22,208 | $11.7M |
| Snowden Capital Advisors LLC | 0.35% | Reduce -1.1% | 22,091 | $11.7M |
| Trust Co. of Vermont | 0.59% | Add +67.7% | 22,140 | $11.7M |
| Orser Capital Management, LLC | 8.35% | Add +0.2% | 22,125 | $11.7M |
| Flower City Capital | 6.82% | Reduce -0.6% | 21,936 | $11.6M |
| Ategra Capital Management, LLC | 8.44% | No change | 21,974 | $11.6M |
| Headlands Technologies LLC | 1.33% | Reduce -10.4% | 21,950 | $11.6M |
| Running Point Capital Advisors, LLC | 4.48% | Add +3.4% | 21,945 | $11.6M |
| Sowell Financial Services LLC | 0.53% | Reduce -12.0% | 21,702 | $11.5M |
| ArchPoint Investors | 3.83% | No change | 21,661 | $11.5M |
| Halpern Financial, Inc. | 2.94% | Add +10.3% | 21,872 | $11.4M |
| Parkside Financial Bank & Trust | 1.59% | Add +5.8% | 21,561 | $11.4M |
| Ameritas Advisory Services, LLC | 0.49% | Reduce -53.5% | 21,560 | $11.4M |
| Courier Capital LLC | 0.77% | Add +556.3% | 21,357 | $11.3M |
| West Financial Advisors, LLC | 2.17% | Add +1.0% | 21,319 | $11.2M |
| Copperwynd Financial, LLC | 3.39% | Add +8.7% | 21,318 | $11.2M |
| Facet Wealth, Inc. | 0.32% | Add +39.5% | 21,261 | $11.2M |
| Whittier Trust Co. | 0.15% | Reduce -6.7% | 21,018 | $11.1M |
| Flagship Harbor Advisors, LLC | 0.60% | Reduce -0.9% | 20,871 | $11.0M |
| Thomist Capital Management, LP | 2.77% | Reduce -30.7% | 20,912 | $11.0M |
| Sunburst Financial Group, LLC | 2.79% | Reduce -0.6% | 20,817 | $11.0M |
| Park Avenue Securities LLC | 0.12% | Reduce -4.3% | 20,822 | $11.0M |
| Vectors Research Management, LLC | 3.32% | Reduce -11.3% | 20,796 | $11.0M |
| Boston Trust Walden Corp | 0.08% | Add +14.7% | 20,675 | $10.9M |
| Csenge Advisory Group | 0.57% | Add +28.5% | 20,361 | $10.8M |
| MMBG Investment Advisors Co. | 1.13% | Add +34.4% | 20,537 | $10.8M |
| LS Investment Advisors, LLC | 1.60% | Add +0.2% | 20,487 | $10.8M |
| BancFirst Trust & Investment Management | 3.64% | Reduce -3.4% | 20,567 | $10.8M |
| Prosperitas Financial LLC | 5.81% | Add +32.4% | 20,476 | $10.8M |
| Sivia Capital Partners, LLC | 6.37% | Reduce -2.0% | 20,439 | $10.8M |
| BNP Paribas Financial Markets | 0.01% | Reduce -64.8% | 20,290 | $10.7M |
| Adams Wealth Management | 2.30% | Add +2.6% | 20,283 | $10.7M |
| CacheTech Inc. | 2.30% | Add +2.6% | 20,283 | $10.7M |
| Legacy Advisors, LLC | 1.16% | Reduce -1.9% | 20,211 | $10.7M |
| Capital Investment Advisors, LLC | 0.22% | Add +33.6% | 20,059 | $10.6M |
| Coyle Financial Counsel LLC | 3.69% | Add +4.3% | 21,128 | $10.6M |
| BluePointe Capital Management, LLC | 6.84% | Add +5.5% | 19,959 | $10.6M |
| Sage Investment Advisers LLC | 11.03% | Add +2.2% | 19,971 | $10.5M |
| Beacon Bridge Wealth Partners, LLC | 4.51% | Reduce -3.0% | 19,887 | $10.5M |
| CSM Advisors, LLC | 0.69% | Reduce -5.0% | 19,870 | $10.5M |
| Berger Financial Group, Inc | 0.76% | Add +2.3% | 19,859 | $10.5M |
| Semmax Financial Advisors Inc. | 2.86% | Add +1.9% | 18,987 | $10.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.57% | Add +6.6% | 19,686 | $10.4M |
| Laurel Wealth Planning LLC | 6.76% | Reduce -1.1% | 19,608 | $10.3M |
| Aveo Capital Partners, LLC | 1.09% | Add +7.1% | 19,488 | $10.3M |
| Legacy Private Trust Co. | 0.69% | Add +4.4% | 19,365 | $10.2M |
| Matrix Asset Advisors Inc. | 1.13% | Add +9.5% | 19,317 | $10.2M |
| Fort Sheridan Advisors LLC | 1.54% | Add +8.9% | 19,213 | $10.1M |
| Hikari Power Ltd | 0.84% | No change | 19,200 | $10.1M |
| Menora Mivtachim Holdings LTD. | 0.06% | Add +61.4% | 19,187 | $10.1M |
| Denver PWM, LLC | 3.83% | Add +1.9% | 19,130 | $10.1M |
| Cannell & Spears LLC | 0.20% | Add +12.5% | 19,078 | $10.1M |
| LifePlan Investment Advisors, Inc. | 6.43% | Reduce -2.4% | 19,058 | $10.1M |
| Smartleaf Asset Management LLC | 1.22% | Add +14.9% | 19,074 | $10.0M |
| Evolution Wealth Advisors, LLC | 1.81% | Reduce -0.1% | 18,973 | $10.0M |
| Kingswood Wealth Advisors, LLC | 0.71% | Add +124.5% | 18,854 | $9.9M |
| Virtu Financial LLC | 0.55% | New | 18,836 | $9.9M |
| Harbor Investment Advisory, LLC | 0.98% | Add +1.8% | 18,810 | $9.9M |
| Golden Road Advisors LLC | 7.75% | Add +7.9% | 18,760 | $9.9M |
| Regal Investment Advisors LLC | 0.69% | Reduce -33.3% | 18,734 | $9.9M |
| F/m Investments LLC | 0.31% | Reduce -5.8% | 18,727 | $9.9M |
| KWB Wealth | 1.29% | Reduce -1.3% | 19,738 | $9.9M |
| Wealthspire Retirement, LLC | 0.80% | Add +4.6% | 18,654 | $9.8M |
| Family CFO Inc | 5.55% | Reduce -0.2% | 18,635 | $9.8M |
| Kingdom Financial Group LLC. | 7.33% | Reduce -0.8% | 18,596 | $9.8M |
| Flow Traders U.S. LLC | 0.50% | Add +114.5% | 18,565 | $9.8M |
| Disciplina Capital Management LLC | 1.56% | No change | 18,454 | $9.7M |
| InTrack Investment Management Inc | 6.86% | Reduce -1.4% | 18,345 | $9.7M |
| Gotham Asset Management | 0.10% | Add +53.1% | 18,336 | $9.7M |
| Silvercrest Asset Management Group LLC | 0.07% | Add +85.0% | 18,302 | $9.7M |
| Schneider Downs Wealth Management Advisors, LP | 1.96% | Reduce -16.1% | 18,188 | $9.6M |
| Rockwood Wealth Management, LLC | 1.06% | Add +13.5% | 18,187 | $9.6M |
| N.E.W. Advisory Services LLC | 0.94% | Add +8.3% | 18,153 | $9.6M |
| Viewpoint Capital Management LLC | 5.34% | Add +0.2% | 18,183 | $9.6M |
| Operose Advisors LLC | 3.08% | Add +15.9% | 18,017 | $9.5M |
| CreativeOne Wealth, LLC | 0.32% | Add +24.5% | 17,999 | $9.5M |
| GM Advisory Group, LLC | 0.57% | Reduce -1.1% | 17,973 | $9.5M |
| Cobblestone Capital Advisors LLC | 0.53% | Add +0.3% | 17,968 | $9.5M |
| Leith Wheeler Investment Counsel Ltd. | 0.66% | No change | 17,934 | $9.5M |
| Visionary Wealth Advisors | 0.57% | Add +8.6% | 17,902 | $9.4M |
| Main Street Financial Solutions, LLC | 0.86% | Add +8.7% | 17,839 | $9.4M |
| First United Bank & Trust | 3.37% | Add +4.9% | 17,773 | $9.4M |
| Defined Wealth Management, LLC | 6.09% | Add +2.3% | 17,765 | $9.4M |
| Greenhouse Wealth Management, LLC | 6.29% | Reduce -2.4% | 17,718 | $9.3M |
| Bridgewater Advisors Inc. | 0.98% | Add +0.1% | 17,415 | $9.3M |
| Segall Bryant & Hamill, LLC | 0.13% | New | 17,607 | $9.3M |
| Connecticut Wealth Management, LLC | 0.45% | Add +1.2% | 17,550 | $9.3M |
| Founders Financial Securities LLC | 0.85% | Reduce -19.3% | 17,508 | $9.2M |
| FSA Advisors, Inc. | 9.20% | Reduce -8.0% | 17,565 | $9.2M |
| Websterrogers Financial Advisors, LLC | 3.23% | Reduce -9.3% | 17,473 | $9.2M |
| SOL Capital Management CO | 1.02% | Add +5.4% | 17,447 | $9.2M |
| Bishop & Co Investment Management, LLC | 3.50% | Add +0.3% | 17,436 | $9.2M |
| Activest Wealth Management | 2.84% | Reduce -13.8% | 17,424 | $9.2M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -3.6% | 17,346 | $9.2M |
| Thrive Wealth Management, LLC | 1.68% | Reduce -0.6% | 17,340 | $9.1M |
| TD Capital Management LLC | 0.91% | Add +0.8% | 17,289 | $9.1M |
| Tudor Financial Inc. | 5.59% | — | 17,198 | $9.1M |
| Allegiance Financial Group Advisory Services LLC | 3.15% | Reduce -3.4% | 17,179 | $9.1M |
| Empower Advisory Group, LLC | 0.03% | Add +8.2% | 17,119 | $9.0M |
| Marble Harbor Investment Counsel, LLC | 0.99% | No change | 17,102 | $9.0M |
| Pullen Investment Management, LLC | 6.60% | Reduce -0.4% | 17,097 | $9.0M |
| Sage Financial Management Group, Inc. | 3.46% | New | 16,936 | $8.9M |
| Clifford Swan Investment Counsel LLC | 0.31% | Reduce -0.3% | 16,821 | $8.9M |
| Luminvest Wealth Management LLC | 3.67% | Reduce -0.1% | 16,613 | $8.8M |
| White Lighthouse Investment Management Inc. | 1.58% | Add +6.7% | 16,725 | $8.8M |
| Clark Capital Management Group, Inc. | 0.06% | Add +1.1% | 16,719 | $8.8M |
| Enclave Advisors LLC | 1.49% | — | 16,691 | $8.8M |
| New England Private Wealth Advisors LLC | 1.42% | Add +0.8% | 16,686 | $8.8M |
| Navis Wealth Advisors, LLC | 9.52% | No change | 16,649 | $8.8M |
| Certuity, LLC | 0.95% | Reduce -10.6% | 16,645 | $8.8M |
| Laird Norton Wetherby Wealth Management, LLC | 0.40% | Reduce -9.8% | 16,633 | $8.8M |
| Red Cedar Investment Management, LLC | 1.11% | No change | 16,546 | $8.7M |
| Autumn Glory Partners, LLC | 3.35% | Reduce -1.8% | 16,523 | $8.7M |
| NavPoint Financial, Inc. | 6.99% | Add +0.4% | 16,451 | $8.7M |
| Dakota Wealth Management | 0.20% | Add +7.1% | 16,432 | $8.7M |
| Future Financial Wealth Managment LLC | 6.17% | Add +4.2% | 16,377 | $8.6M |
| Lazard Asset Management LLC | 0.01% | Add +3.0% | 16,219 | $8.6M |
| Belvedere Trading LLC | 0.51% | Reduce -2.0% | 16,194 | $8.5M |
| AdvisorNet Financial, Inc | 0.64% | Add +7.7% | 16,189 | $8.5M |
| Sumitomo Mitsui Financial Group, Inc. | 0.19% | Add +12.1% | 16,179 | $8.5M |
| Rothschild Investment LLC | 0.56% | Add +2.2% | 16,118 | $8.5M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +26.3% | 16,005 | $8.4M |
| Strategic Financial Concepts, LLC | 2.69% | Reduce -99.8% | 15,993 | $8.4M |
| Collective Family Office LLC | 2.29% | Add +7.2% | 15,973 | $8.4M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.22% | Add +160.4% | 15,967 | $8.4M |
| Nicolet Bankshares Inc. | 1.70% | Add +1.2% | 15,948 | $8.4M |
| Whitaker-Myers Wealth Managers, LTD. | 2.80% | Reduce -3.0% | 15,945 | $8.4M |
| Rockland Trust Co. | 0.41% | Add +4.2% | 15,880 | $8.4M |
| Pitcairn Co. | 0.49% | No change | 15,834 | $8.4M |
| Ayalon Insurance Comp Ltd. | 2.60% | Add +10.7% | 15,791 | $8.4M |
| Mission Wealth Management, LP | 0.21% | Reduce -12.3% | 15,822 | $8.3M |
| Discipline Wealth Solutions, LLC | 4.39% | Add +13.6% | 15,750 | $8.3M |
| Private Trust Co. NA | 0.84% | Add +11.1% | 15,750 | $8.3M |
| Midland Wealth Advisors, LLC | 0.48% | Add +0.0% | 15,659 | $8.3M |
| Cypress Point Wealth Management, LLC | 3.24% | Add +0.1% | 15,642 | $8.3M |
| ICONIQ Capital, LLC | 0.18% | Add +0.2% | 15,540 | $8.2M |
| Strengthening Families & Communities, LLC | 2.10% | Add +4.9% | 15,489 | $8.2M |
| Northstar Asset Management Inc. | 2.01% | No change | 15,481 | $8.2M |
| Mendel Capital Management LLC | 5.01% | Add +13.0% | 15,475 | $8.2M |
| Canal Capital Management, LLC | 1.30% | No change | 15,430 | $8.1M |
| Stephen J. Garry & Associates, LLC | 7.74% | Add +7.5% | 15,423 | $8.1M |
| YHB Investment Advisors, Inc. | 0.67% | Add +0.1% | 15,383 | $8.1M |
| Stock Yards Bank & Trust Co. | 0.26% | Reduce -2.1% | 15,368 | $8.1M |
| New England Asset Management Inc. | 1.32% | Reduce -9.6% | 15,350 | $8.1M |
| B.O.S.S. Retirement Advisors, LLC | 1.63% | Add +74.8% | 15,325 | $8.1M |
| Coastline Trust Co | 0.95% | Reduce -2.5% | 15,250 | $8.0M |
| Bremer Bank National Association | 1.52% | Reduce -0.8% | 15,246 | $8.0M |
| Embree Financial Group | 1.43% | Reduce -0.9% | 15,186 | $8.0M |
| Modera Wealth Management, LLC | 0.10% | Add +2.4% | 15,115 | $8.0M |
| Greenwich Wealth Management LLC | 0.54% | Reduce -1.5% | 15,098 | $8.0M |
| Legacy Capital Wealth Partners, LLC | 1.59% | Reduce -3.8% | 15,069 | $8.0M |
| First Foundation Advisors | 0.30% | Reduce -7.1% | 15,064 | $7.9M |
| Sequent Asset Management, LLC | 3.92% | Add +0.4% | 15,031 | $7.9M |
| Heritage Investors Management Corp. | 0.26% | Reduce -5.4% | 15,023 | $7.9M |
| International Assets Investment Management, LLC | 0.64% | Add +10.1% | 15,001 | $7.9M |
| Smith, Moore & Co. | 0.76% | Add +1.2% | 14,993 | $7.9M |
| Landaas & Co. /Wi | 2.20% | Add +2.5% | 14,988 | $7.9M |
| McCollum Christoferson Group LLC | 2.29% | Add +3.6% | 14,959 | $7.9M |
| Professional Financial Advisors, LLC | 2.05% | Reduce -35.5% | 14,956 | $7.9M |
| Florida Trust Wealth Management Co | 0.25% | Add +0.8% | 14,791 | $7.8M |
| Independent Family Office, LLC | 3.91% | Add +10.5% | 14,848 | $7.8M |
| Certified Advisory Corp | 0.86% | Add +13.4% | 14,759 | $7.8M |
| Citizens Business Bank | 1.57% | Add +0.1% | 14,749 | $7.8M |
| Bradley Foster & Sargent Inc. | 0.13% | Add +11.4% | 14,727 | $7.8M |
| Benjamin Edwards Inc. | 0.11% | New | 14,689 | $7.8M |
| Cozad Asset Management Inc. | 0.74% | Add +20.6% | 14,684 | $7.7M |
| Pine Valley Investments Ltd Liability Co | 0.53% | Reduce -1.8% | 14,537 | $7.7M |
| Patriot Financial Group Insurance Agency, LLC | 1.03% | Add +11.8% | 14,525 | $7.7M |
| Westfuller Advisors, LLC | 5.49% | — | 14,455 | $7.7M |
| Marotta Asset Management | 1.49% | Reduce -6.4% | 14,422 | $7.6M |
| Trilogy Capital Inc. | 0.38% | Add +4.0% | 14,402 | $7.6M |
| North Star Asset Management Inc. | 0.34% | Reduce -11.1% | 14,384 | $7.6M |
| GC Wealth Management RIA, LLC | 1.32% | Reduce -11.9% | 14,365 | $7.6M |
| NORTHSTAR ASSET MANAGEMENT Co | 1.74% | Add +6.6% | 14,350 | $7.6M |
| Bridgewealth Advisory Group, LLC | 2.70% | Add +0.4% | 14,059 | $7.4M |
| DF Dent & Co. Inc. | 0.09% | No change | 14,037 | $7.4M |
| TRUE Private Wealth Advisors | 0.88% | Reduce -30.1% | 14,036 | $7.4M |
| Tanager Wealth Management LLP | 1.00% | Reduce -4.1% | 13,990 | $7.4M |
| Kiely Wealth Advisory Group, Inc. | 4.67% | Add +17.4% | 13,414 | $7.4M |
| Salem Investment Counselors Inc. | 0.22% | Add +1.5% | 13,942 | $7.4M |
| Patten & Patten Inc. | 0.49% | Add +0.3% | 13,938 | $7.4M |
| Ridgecrest Wealth Partners, LLC | 3.83% | Add +4.2% | 13,935 | $7.4M |
| Smart Money Group LLC | 2.62% | Reduce -2.3% | 14,060 | $7.3M |
| Better Money Decisions, LLC | 5.21% | Reduce -1.5% | 13,920 | $7.3M |
| CPC Advisors, LLC | 1.09% | Reduce -5.2% | 13,880 | $7.3M |
| GYL Financial Synergies, LLC | 0.55% | Add +3.8% | 13,870 | $7.3M |
| Creative Financial Designs Inc. | 0.61% | Reduce -0.5% | 13,786 | $7.3M |
| Connable Office Inc. | 0.73% | Add +0.7% | 13,765 | $7.3M |
| West Bancorporation Inc. | 4.83% | Add +34.1% | 13,713 | $7.2M |
| Parthenon LLC | 0.86% | Add +7.6% | 13,673 | $7.2M |
| Columbus Macro, LLC | 2.62% | No change | 13,628 | $7.2M |
| Monetta Financial Services Inc. | 6.07% | No change | 13,500 | $7.1M |
| LaSalle St. Investment Advisors, LLC | 2.79% | Add +6.8% | 13,462 | $7.1M |
| Flputnam Investment Management Co. | 0.13% | Reduce -3.2% | 13,250 | $7.1M |
| Traynor Capital Management, Inc. | 0.58% | Add +15.8% | 13,446 | $7.1M |
| Peak Asset Management, LLC | 1.33% | Add +2.3% | 13,390 | $7.1M |
| Hudock, Inc. | 1.22% | Add +1.4% | 13,347 | $7.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.20% | Add +1.8% | 13,331 | $7.0M |
| Cadence Bank | 0.48% | Add +5.6% | 13,325 | $7.0M |
| Global Financial Private Client, LLC | 2.74% | Reduce -2.5% | 13,304 | $7.0M |
| Private Portfolio Partners LLC | 1.32% | New | 13,300 | $7.0M |
| Hoese & Co LLP | 5.85% | Reduce -14.9% | 13,239 | $7.0M |
| Monterey Private Wealth, Inc. | 2.38% | Reduce -0.6% | 13,234 | $7.0M |
| Breakwater Capital Group | 1.40% | Add +3.5% | 13,167 | $6.9M |
| SeaCrest Wealth Management, LLC | 0.75% | Add +7.9% | 13,166 | $6.9M |
| Per Stirling Capital Management, LLC. | 0.96% | Reduce -45.9% | 13,165 | $6.9M |
| PAX Financial Group, LLC | 1.24% | Reduce -11.1% | 13,117 | $6.9M |
| Coppell Advisory Solutions LLC | 1.02% | Reduce -3.1% | 13,171 | $6.9M |
| Centaurus Financial, Inc. | 0.44% | Add +6.1% | 13,109 | $6.9M |
| Bollard Group LLC | 0.18% | Add +0.3% | 13,098 | $6.9M |
| Alpha Cubed Investments, LLC | 0.31% | Reduce -16.9% | 13,082 | $6.9M |
| Hilltop Holdings Inc. | 0.45% | Reduce -14.3% | 13,073 | $6.9M |
| CWA Asset Management Group, LLC | 0.37% | — | 13,000 | $6.9M |
| Annapolis Financial Services, LLC | 2.03% | Reduce -1.2% | 12,998 | $6.9M |
| Relyea Zuckerberg Hanson LLC | 1.04% | Reduce -0.6% | 12,996 | $6.9M |
| EPIQ Capital Group, LLC | 1.97% | Add +45.6% | 12,918 | $6.8M |
| Chicago Capital, LLC | 0.19% | Reduce -4.0% | 12,948 | $6.8M |
| Newman Dignan & Sheerar, Inc. | 1.63% | Add +0.3% | 12,761 | $6.8M |
| FDx Advisors, Inc. | 1.85% | Reduce -8.4% | 12,883 | $6.8M |
| Axxcess Wealth Management, LLC | 0.17% | Add +16.0% | 12,861 | $6.8M |
| Warner Financial, Inc. | 3.00% | Add +3.9% | 12,834 | $6.8M |
| Wellington Shields Capital Management, LLC | 1.17% | Reduce -23.2% | 12,766 | $6.7M |
| First Financial Bankshares Inc | 0.14% | Reduce -2.3% | 12,758 | $6.7M |
| Coerente Capital Management | 1.25% | Reduce -3.8% | 12,700 | $6.7M |
| Reliant Wealth Planning | 2.89% | Reduce -17.5% | 12,635 | $6.7M |
| Journey Strategic Wealth LLC | 0.24% | Add +15.4% | 12,573 | $6.6M |
| Ascent Group, LLC | 0.50% | Reduce -3.7% | 12,543 | $6.6M |
| Hills Bank & Trust Co | 0.50% | Add +3.1% | 12,520 | $6.6M |
| Fermata Advisors, LLC | 1.34% | Add +20.8% | 12,467 | $6.6M |
| Dana Investment Advisors, Inc. | 0.22% | Reduce -5.4% | 12,448 | $6.6M |
| Cypress Wealth Services, LLC | 1.35% | Reduce -6.1% | 12,407 | $6.5M |
| Edgestream Partners, L.P. | 0.29% | Reduce -35.2% | 12,395 | $6.5M |
| Saiph Capital, LLC | 3.06% | Reduce -0.3% | 12,312 | $6.5M |
| Crumly & Associates Inc. | 1.79% | Reduce -0.2% | 12,271 | $6.5M |
| SP Asset Management LLC | 0.54% | Add +0.5% | 12,261 | $6.5M |
| D'Orazio & Associates, Inc. | 0.92% | Add +1.0% | 12,259 | $6.5M |
| Pallas Capital Advisors LLC | 0.28% | Reduce -1.2% | 12,123 | $6.5M |
| Trinity Financial Advisors LLC | 2.89% | Add +42.8% | 15,785 | $6.4M |
| Asset Planning Corporation | 4.20% | Add +0.2% | 12,193 | $6.4M |
| Summit Financial Strategies, Inc. | 0.72% | Add +3.0% | 12,158 | $6.4M |
| Weil Company, Inc. | 2.10% | Add +111.8% | 12,144 | $6.4M |
| Safeguard Investment Advisory Group, LLC | 1.82% | Reduce -0.9% | 12,116 | $6.4M |
| Bluesphere Advisors LLC | 3.16% | Reduce -1.8% | 12,110 | $6.4M |
| Independence Bank of Kentucky | 1.37% | Add +31.3% | 12,086 | $6.4M |
| Oxford Financial Group, LTD. LLC | 0.40% | Reduce -3.9% | 11,998 | $6.3M |
| Advocacy Wealth Management, LLC | 0.49% | Add +3.6% | 11,901 | $6.3M |
| Pettyjohn, Wood & White, Inc. | 1.16% | Add +0.2% | 11,886 | $6.3M |
| Mitchell Sinkler & Starr | 1.58% | Add +12.3% | 11,880 | $6.3M |
| GSG Advisors LLC | 2.07% | Add +4.3% | 11,973 | $6.3M |
| Uptick Partners, LLC | 2.64% | Reduce -7.3% | 11,825 | $6.2M |
| BCGM Wealth Management, LLC | 2.02% | Reduce -1.4% | 11,801 | $6.2M |
| C M Bidwell & Associates Ltd. | 3.80% | Reduce -8.1% | 11,785 | $6.2M |
| Masso Torrence Wealth Management Inc. | 3.35% | Reduce -2.4% | 11,773 | $6.2M |
| Seeds Investor LLC | 2.32% | Add +154.8% | 11,747 | $6.2M |
| Vision Capital Management, Inc. | 0.87% | Reduce -14.8% | 11,675 | $6.2M |
| Searcy Financial Services Inc. | 2.88% | Add +4.1% | 11,635 | $6.1M |
| Pinnacle Associates Ltd. | 0.10% | Reduce -15.3% | 13,957 | $6.1M |
| Market Street Wealth Management Advisors LLC | 1.00% | Reduce -2.5% | 11,545 | $6.1M |
| Stokes Family Office, LLC | 0.67% | Add +1.4% | 11,542 | $6.1M |
| Vantage Financial Partners, LLC | 1.50% | Reduce -11.1% | 11,423 | $6.0M |
| Alera Investment Advisors, LLC | 0.71% | Add +2.6% | 11,409 | $6.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.06% | Reduce -74.3% | 11,346 | $6.0M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 11,366 | $6.0M |
| BSW Wealth Partners | 0.90% | Add +1.3% | 11,361 | $6.0M |
| Long Run Wealth Advisors, LLC | 1.41% | Add +4.4% | 11,349 | $6.0M |
| Glass Jacobson Investment Advisors llc | 1.99% | Add +1.1% | 11,347 | $6.0M |
| Nwam LLC | 0.37% | New | 11,347 | $6.0M |
| Centurion Wealth Management LLC | 1.91% | — | 11,346 | $6.0M |
| Principal Securities, Inc. | 0.14% | Add +8.9% | 11,320 | $6.0M |
| Soltis Investment Advisors LLC | 0.58% | Add +7.4% | 11,318 | $6.0M |
| Seven Mile Advisory | 3.95% | Reduce -2.6% | 11,312 | $6.0M |
| Schear Investment Advisers, LLC | 3.69% | Add +0.1% | 11,288 | $6.0M |
| Family Wealth Partners, LLC | 3.04% | Reduce -0.8% | 11,254 | $5.9M |
| Waller Financial Planning Group, Inc. | 1.47% | Reduce -1.4% | 11,224 | $5.9M |
| Ascentis Independent Advisors | 0.92% | Add +50.8% | 11,189 | $5.9M |
| Diversify Wealth Management, LLC | 0.57% | Add +93.1% | 11,080 | $5.9M |
| Flagstar Securities, Inc. | 1.49% | Reduce -0.2% | 11,081 | $5.9M |
| Park National Corp. | 0.21% | Reduce -0.4% | 11,101 | $5.9M |
| FSC Wealth Advisors, LLC | 4.19% | Add +0.5% | 11,060 | $5.8M |
| Luken Investment Analytics, LLC | 2.66% | Reduce -0.7% | 10,982 | $5.8M |
| ERn Financial, LLC | 0.88% | Reduce -0.8% | 10,980 | $5.8M |
| Transcend Capital Advisors, LLC | 0.39% | Add +3.3% | 10,969 | $5.8M |
| ARS Wealth Advisors Group, LLC | 0.71% | Reduce -3.5% | 10,936 | $5.8M |
| Cercano Management LLC | 0.14% | No change | 10,935 | $5.8M |
| JFS Wealth Advisors, LLC | 0.39% | Add +290.6% | 10,921 | $5.8M |
| Waterfront Wealth Inc. | 1.41% | Add +0.8% | 10,779 | $5.8M |
| Keystone Wealth Services, LLC | 1.59% | Add +3.6% | 10,873 | $5.7M |
| Horizon Investments, LLC | 0.15% | Reduce -8.4% | 10,809 | $5.7M |
| Berkeley, Inc | 1.66% | Add +99.4% | 10,780 | $5.7M |
| Partners in Financial Planning | 1.14% | Reduce -7.5% | 10,743 | $5.7M |
| American Investment Services, Inc. | 0.95% | Add +5.3% | 10,742 | $5.7M |
| Canvas Wealth Advisors, LLC | 1.56% | Add +6.1% | 10,693 | $5.7M |
| Allie Family Office LLC | 3.04% | Reduce -0.1% | 10,680 | $5.6M |
| Hoxton Planning & Management, LLC | 2.18% | Add +5.5% | 10,683 | $5.6M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.54% | Reduce -0.2% | 10,683 | $5.6M |
| Detalus Advisors, LLC | 1.87% | Add +1.3% | 10,679 | $5.6M |
| Saxon Interests, Inc. | 2.55% | Add +1.5% | 10,629 | $5.6M |
| Rockbridge Investment Management, LCC | 0.72% | Add +5.8% | 10,585 | $5.6M |
| First City Capital Management, Inc. | 2.87% | Add +6.0% | 10,545 | $5.6M |
| Trust Point Inc. | 0.42% | Add +3.0% | 10,530 | $5.6M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -0.7% | 10,520 | $5.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.47% | Add +320.3% | 10,503 | $5.5M |
| Strategic Investment Solutions, Inc. | 1.66% | Add +42.0% | 10,482 | $5.5M |
| Mattern Capital Management, LLC | 0.70% | No change | 10,471 | $5.5M |
| Phoenix Financial Ltd. | 0.08% | Reduce -22.6% | 10,436 | $5.5M |
| WCG Wealth Advisors LLC | 0.37% | Reduce -0.9% | 10,452 | $5.5M |
| McDonald Partners LLC | 1.38% | No change | 10,440 | $5.5M |
| New Century Financial Group, LLC | 2.02% | Add +56.8% | 10,440 | $5.5M |
| Kinloch Capital, LLC | 2.67% | Reduce -4.0% | 10,420 | $5.5M |
| Sapient Capital LLC | 0.11% | Reduce -38.0% | 10,366 | $5.5M |
| Freestate Advisors LLC | 5.71% | — | 10,396 | $5.5M |
| Continuum Advisory, LLC | 0.70% | Add +19.4% | 10,019 | $5.5M |
| Raffa Wealth Management, LLC | 1.32% | Add +0.4% | 10,354 | $5.5M |
| Nicholson Wealth Management Group, LLC | 4.48% | — | 10,344 | $5.5M |
| WealthCare Investment Partners, LLC | 2.39% | Reduce -4.3% | 10,427 | $5.4M |
| Beacon Capital Management, LLC | 0.77% | Reduce -1.9% | 10,294 | $5.4M |
| Stegner Investment Associates Inc. | 3.67% | Add +5.9% | 10,245 | $5.4M |
| Cutter & CO Brokerage, Inc. | 1.22% | Reduce -3.5% | 10,221 | $5.4M |
| Anchor Investment Management, LLC | 0.51% | Add +3.4% | 10,171 | $5.4M |
| Custos Family Office, LLC | 1.94% | Reduce -2.7% | 10,123 | $5.3M |
| W1M Asset Management Ltd | 0.42% | New | 10,114 | $5.3M |
| West Michigan Advisors, LLC | 1.61% | Add +0.7% | 10,066 | $5.3M |
| Triasima Portfolio Management inc. | 1.20% | Reduce -2.2% | 10,089 | $5.3M |
| Capital Planning Advisors, LLC | 0.80% | Add +10.4% | 10,084 | $5.3M |
| Wiser Advisor Group LLC | 7.94% | Reduce -3.7% | 10,083 | $5.3M |
| Arrowroot Family Office, LLC | 3.10% | Reduce -3.3% | 10,066 | $5.3M |
| Bank of New Hampshire | 1.33% | Add +1.9% | 10,036 | $5.3M |
| Center For Asset Management LLC | 3.16% | Add +24.9% | 10,031 | $5.3M |
| Global Assets Advisory, LLC | 2.88% | Add +4.0% | 10,065 | $5.3M |
| Pegasus Partners Ltd. | 0.49% | Add +4.8% | 9,969 | $5.3M |
| Sigma Investment Counselors Inc. | 0.31% | Add +0.2% | 9,949 | $5.2M |
| Cidel Asset Management Inc. | 0.37% | Add +119.8% | 9,906 | $5.2M |
| Sageworth Trust Co of South Dakota | 6.69% | Add +63.8% | 9,898 | $5.2M |
| UMB Bank, n.a. | 0.08% | Add +3.4% | 9,896 | $5.2M |
| Omnia Family Wealth, LLC | 2.23% | Add +1606.8% | 9,848 | $5.2M |
| Mackenzie Financial Corp. | 0.01% | Add +2.9% | 9,829 | $5.2M |
| Bfsg, LLC | 0.60% | Reduce -0.2% | 9,817 | $5.2M |
| Gouws Capital LLC | 3.50% | Reduce -2.3% | 9,810 | $5.2M |
| Peregrine Asset Advisers, Inc. | 1.78% | Add +1.3% | 9,799 | $5.2M |
| ZWJ Investment Counsel Inc. | 0.21% | Add +1.6% | 9,765 | $5.2M |
| Trust Co. of Oklahoma | 1.67% | Reduce -0.3% | 9,743 | $5.1M |
| L.M. Kohn & Company | 1.30% | Reduce -0.0% | 9,716 | $5.1M |
| 1900 Wealth Management LLC | 0.44% | Add +1.4% | 9,688 | $5.1M |
| Vernal Point Advisors, LLC | 3.94% | No change | 9,628 | $5.1M |
| Werba Rubin Papier Wealth Management | 1.19% | Add +8.7% | 9,639 | $5.1M |
| Arthur M. Cohen & Associates, LLC | 0.92% | Add +5.5% | 9,699 | $5.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.14% | Add +0.6% | 9,594 | $5.1M |
| Louisbourg Investments Inc. | 1.27% | Add +11.0% | 9,543 | $5.0M |
| Gries Financial LLC | 0.94% | Add +41.0% | 9,531 | $5.0M |
| Hutchens & Kramer Investment Management Group, LLC | 2.78% | Reduce -12.2% | 9,597 | $5.0M |
| Quadcap Wealth Management, LLC | 0.78% | Add +10.8% | 9,485 | $5.0M |
| Leo Wealth, LLC | 0.46% | Add +28.6% | 9,478 | $5.0M |
| Modus Advisors, LLC | 1.64% | Reduce -6.8% | 9,476 | $5.0M |
| Waters Parkerson & Co., LLC | 0.25% | Add +2.2% | 9,466 | $5.0M |
| Becker Capital Management Inc. | 0.16% | Add +8.0% | 9,349 | $4.9M |
| ICW Investment Advisors LLC | 2.05% | Reduce -0.7% | 9,339 | $4.9M |
| SMART Wealth LLC | 1.92% | Reduce -21.2% | 9,297 | $4.9M |
| Sax Wealth Advisors, LLC | 0.44% | Add +1.3% | 9,281 | $4.9M |
| Argent Financial Group, Inc. | 0.58% | — | 9,272 | $4.9M |
| Vista Capital Partners, Inc. | 0.57% | Reduce -1.1% | 9,271 | $4.9M |
| Prepared Retirement Institute LLC | 2.95% | Add +3.5% | 9,247 | $4.9M |
| Fonville Wealth Management LLC | 1.68% | Add +7.0% | 9,230 | $4.9M |
| Blue Edge Capital, LLC | 0.76% | Add +0.5% | 9,193 | $4.9M |
| Blue Bell Private Wealth Management, LLC | 0.92% | Add +2.3% | 9,125 | $4.8M |
| Richardson Financial Services Inc. | 3.05% | Add +69.4% | 9,401 | $4.8M |
| D.B. Root & Company, LLC | 1.58% | Add +1.0% | 9,100 | $4.8M |
| Magnus Financial Group LLC | 0.49% | Add +6.6% | 9,094 | $4.8M |
| Essex Bank | 1.20% | Reduce -42.9% | 9,083 | $4.8M |
| Spirepoint Private Client, LLC | 0.63% | Add +0.1% | 9,076 | $4.8M |
| Advisory Alpha, LLC | 0.17% | Add +2.3% | 9,058 | $4.8M |
| Ariston Services Group | 4.15% | Reduce -1.5% | 9,029 | $4.8M |
| Worth Asset Management, LLC | 2.59% | Reduce -64.5% | 9,018 | $4.8M |
| Apella Capital, LLC | 0.19% | Add +42.9% | 9,071 | $4.7M |
| SRH Advisors, LLC | 1.44% | No change | 8,978 | $4.7M |
| PFG Investments, LLC | 0.31% | Add +22.8% | 8,955 | $4.7M |
| Financial Advocates Investment Management | 0.27% | Add +63.2% | 8,960 | $4.7M |
| Lion Street Advisors, LLC | 1.63% | Add +15.0% | 8,886 | $4.7M |
| Douglass Winthrop Advisors, LLC | 0.09% | Add +0.3% | 8,884 | $4.7M |
| Essex Financial Services, Inc. | 0.34% | Add +4.6% | 8,730 | $4.7M |
| Phillips Wealth Planners LLC | 4.48% | Add +2.1% | 8,742 | $4.7M |
| JTC Employer Solutions Trustee Ltd | 0.30% | No change | 8,837 | $4.7M |
| Yarger Wealth Strategies, LLC | 2.58% | Add +0.3% | 8,837 | $4.7M |
| 25 LLC | 2.02% | Reduce -5.8% | 8,835 | $4.7M |
| Callan Family Office, LLC | 0.78% | Add +0.5% | 8,804 | $4.6M |
| ProVise Management Group, LLC | 0.37% | Add +10.8% | 8,801 | $4.6M |
| Jacobi Capital Management LLC | 0.35% | Reduce -1.0% | 8,785 | $4.6M |
| Foster Dykema Cabot & Partners, LLC | 0.39% | Add +44.5% | 8,754 | $4.6M |
| Cullinan Associates Inc. | 0.26% | No change | 8,641 | $4.6M |
| Lanark Financial, Inc. | 0.39% | Reduce -9.3% | 8,762 | $4.6M |
| Sanctuary Wealth Management, L.L.C. | 3.29% | Add +39.0% | 8,725 | $4.6M |
| Lindbrook Capital, LLC | 0.41% | Reduce -1.9% | 8,709 | $4.6M |
| Tyche Wealth Partners LLC | 1.04% | Reduce -2.8% | 8,695 | $4.6M |
| Eagle Strategies LLC | 0.83% | Add +1.9% | 8,694 | $4.6M |
| Ledgewood Wealth Advisors, LLC | 3.09% | Add +0.0% | 8,689 | $4.6M |
| Members Advisory Group LLC | 2.29% | Add +12.2% | 8,682 | $4.6M |
| Primoris Wealth Advisors, LLC | 3.33% | Add +2.4% | 8,786 | $4.6M |
| Liberty Wealth Management LLC | 0.78% | Reduce -96.8% | 8,666 | $4.6M |
| Schrum Private Wealth Management LLC | 2.36% | Add +104.7% | 8,660 | $4.6M |
| PGIM Custom Harvest LLC | 0.09% | Add +34.9% | 8,657 | $4.6M |
| Klingman & Associates, LLC | 0.28% | Add +0.3% | 8,632 | $4.6M |
| Christensen, King & Associates Investment Services, Inc. | 2.14% | Add +4.4% | 8,613 | $4.5M |
| Sagace Wealth Management LLC | 3.51% | Add +2.3% | 8,443 | $4.5M |
| Merriman Wealth Management, LLC | 0.18% | Reduce -1.8% | 8,542 | $4.5M |
| Signature Estate & Investment Advisors LLC | 0.10% | Add +2.8% | 8,539 | $4.5M |
| Legacy Edge Advisors, LLC | 0.72% | Add +5.4% | 8,532 | $4.5M |
| John G Ullman & Associates Inc. | 0.65% | Add +2.5% | 8,506 | $4.5M |
| Jackson, Grant Investment Advisers, Inc. | 1.68% | Add +11.2% | 8,504 | $4.5M |
| BTC Capital Management, Inc. | 0.40% | No change | 8,500 | $4.5M |
| Advisors Capital Management, LLC | 0.07% | Add +4.4% | 8,486 | $4.5M |
| CRA Financial Services, LLC | 0.82% | Add +55.5% | 8,457 | $4.5M |
| RW Investment Management LLC | 0.56% | Add +16.8% | 8,455 | $4.5M |
| Whalerock Point Partners, LLC | 1.10% | No change | 8,445 | $4.5M |
| Allianz SE | 0.12% | Reduce -91.4% | 8,437 | $4.5M |
| TFO Wealth Partners, LLC | 0.83% | Add +0.3% | 8,428 | $4.4M |
| Welch Group, LLC | 0.19% | Reduce -0.5% | 8,387 | $4.4M |
| Brooks, Moore & Associates, Inc. | 2.61% | Add +1.3% | 8,385 | $4.4M |
| Debussy Capital Management LP | 1.28% | Reduce -5.8% | 8,365 | $4.4M |
| Ignite Planners, LLC | 1.01% | Reduce -0.2% | 8,351 | $4.4M |
| Ashton Thomas Private Wealth, LLC | 0.23% | Add +29.6% | 8,336 | $4.4M |
| Private Advisory Group LLC | 0.55% | Reduce -6.6% | 8,294 | $4.4M |
| RKL Wealth Management LLC | 0.40% | Add +1.5% | 8,292 | $4.4M |
| Insight Advisors, LLC/ PA | 0.76% | Add +6.4% | 8,284 | $4.4M |
| Legacy Financial Strategies, LLC | 0.96% | Reduce -3.5% | 8,267 | $4.4M |
| Xcel Wealth Management, LLC | 1.29% | Reduce -7.2% | 8,261 | $4.4M |
| Aaron Wealth Advisors LLC | 0.52% | Reduce -2.3% | 8,253 | $4.4M |
| Ami Investment Management Inc. | 1.47% | Add +1.5% | 8,212 | $4.3M |
| Well Done, LLC | 0.79% | Reduce -5.1% | 8,189 | $4.3M |
| Cambridge Capital Management, LLC | 2.83% | Add +11.6% | 8,160 | $4.3M |
| Cohen & Steers, Inc. | 0.01% | Reduce -26.9% | 8,132 | $4.3M |
| Eastern Bank | 0.08% | New | 8,128 | $4.3M |
| Palisade Asset Management, LLC | 0.42% | Reduce -0.6% | 8,127 | $4.3M |
| Cedrus LLC | 1.59% | Add +476.3% | 8,114 | $4.3M |
| Moors & Cabot, Inc. | 0.21% | Add +3.8% | 8,104 | $4.3M |
| Frisch Financial Group, Inc. | 1.29% | Reduce -24.5% | 8,078 | $4.3M |
| Boyd Watterson Asset Management LLC | 1.18% | No change | 8,097 | $4.3M |
| Capital Wealth Management, LLC | 1.83% | Reduce -1.9% | 8,086 | $4.3M |
| Clear Creek Financial Management, LLC | 0.48% | Reduce -0.9% | 8,080 | $4.3M |
| MorganRosel Wealth Management, LLC | 1.41% | Reduce -0.2% | 8,083 | $4.3M |
| Signal Advisors Wealth, LLC | 0.61% | New | 8,082 | $4.3M |
| Gradient Capital Advisors, LLC | 1.41% | Reduce -6.7% | 8,071 | $4.3M |
| Syon Capital LLC | 0.38% | Reduce -4.7% | 8,055 | $4.3M |
| Symphony Financial, Ltd. Co. | 0.70% | Add +8.8% | 8,089 | $4.2M |
| Edmond DE Rothschild Holding S.A. | 0.07% | Add +7.2% | 8,041 | $4.2M |
| PDS Planning, Inc | 0.38% | Add +35.2% | 8,015 | $4.2M |
| FAS Wealth Partners, Inc. | 0.34% | Add +0.8% | 8,005 | $4.2M |
| Caldwell Trust Co | 0.44% | Add +7.8% | 7,960 | $4.2M |
| CFM Wealth Partners LLC | 0.73% | Add +2.3% | 7,951 | $4.2M |
| Townsend Asset Management Corp. /NC/ | 1.55% | Add +0.1% | 7,922 | $4.2M |
| Bath Savings Trust Co | 0.41% | Add +6.5% | 7,890 | $4.2M |
| Next Capital Management LLC | 1.70% | Add +0.0% | 7,874 | $4.2M |
| Safeguard Financial, LLC | 0.98% | Add +1.7% | 7,843 | $4.1M |
| Sovereign Financial Group, Inc. | 0.97% | Add +0.5% | 7,838 | $4.1M |
| Mayflower Financial Advisors, LLC | 0.62% | Add +25.4% | 7,834 | $4.1M |
| Maia Wealth LLC | 1.02% | Add +4.9% | 7,743 | $4.1M |
| New Covenant Trust Company, N.A. | 3.97% | Reduce -0.2% | 7,804 | $4.1M |
| Grant/GrossMendelsohn, LLC | 1.76% | Add +27.2% | 7,704 | $4.1M |
| Berry Wealth Group, LP | 2.92% | Add +1.8% | 7,716 | $4.1M |
| First Pacific Financial | 0.95% | Reduce -1.6% | 7,671 | $4.0M |
| Fee-Only Financial Planning, L.C. | 2.58% | Reduce -0.8% | 7,646 | $4.0M |
| Strategies Wealth Advisors, LLC | 0.54% | Add +0.6% | 7,627 | $4.0M |
| WoodTrust Financial Corp | 0.57% | Add +16.0% | 7,626 | $4.0M |
| Continuum Wealth Advisors, LLC | 2.15% | Reduce -71.8% | 7,592 | $4.0M |
| Clarity Capital Advisors, LLC | 2.86% | Reduce -8.5% | 7,550 | $4.0M |
| Sawyer & Company, Inc | 1.47% | Reduce -8.7% | 7,530 | $4.0M |
| Lowe Brockenbrough & Co. Inc. | 0.25% | Add +2.2% | 7,490 | $4.0M |
| Biltmore Family Office, LLC | 0.67% | Add +7.9% | 7,430 | $3.9M |
| Sage Capital Advisors,llc | 1.02% | Add +0.1% | 7,428 | $3.9M |
| Ridgewood Investments LLC | 1.95% | Reduce -0.4% | 7,421 | $3.9M |
| Wellspring Financial Advisors, LLC | 0.47% | Add +8236.2% | 541,104 | $3.9M |
| Precedent Wealth Partners, LLC | 1.29% | Add +67.3% | 7,390 | $3.9M |
| Fi3 FINANCIAL ADVISORS, LLC | 1.55% | Add +13.3% | 7,371 | $3.9M |
| Aspen Grove Capital, LLC | 0.86% | Add +12.9% | 7,338 | $3.9M |
| Rf&l Wealth Management, LLC | 2.74% | Add +0.3% | 7,342 | $3.9M |
| Etesian Wealth Advisors, Inc. | 1.75% | Add +346.8% | 7,309 | $3.9M |
| Security National Bank | 0.52% | No change | 7,278 | $3.8M |
| Adapt Wealth Advisors, LLC | 2.06% | Reduce -3.5% | 7,278 | $3.8M |
| First Heartland Consultants, Inc. | 0.41% | Add +9.4% | 7,276 | $3.8M |
| M3 Advisory Group, LLC | 2.81% | Add +13.0% | 7,259 | $3.8M |
| Quartz Partners, LLC | 2.40% | — | 7,254 | $3.8M |
| Warwick Investment Management, Inc. | 0.91% | No change | 7,253 | $3.8M |
| Clarity Capital Partners LLC | 2.24% | Add +21.6% | 7,190 | $3.8M |
| Asset Dedication, LLC | 0.25% | Add +11.2% | 7,156 | $3.8M |
| Family Investment Center, Inc. | 0.95% | Add +1.5% | 7,152 | $3.8M |
| FOCUS Wealth Advisors, LLC | 1.88% | Add +0.2% | 7,131 | $3.8M |
| Stratos Investment Management, LLC | 0.26% | Add +1.7% | 7,111 | $3.8M |
| Kitching Partners, LLC | 5.03% | Add +61.5% | 7,108 | $3.8M |
| Root Financial Partners, LLC | 0.60% | Add +6.2% | 7,051 | $3.7M |
| McAdam, LLC | 0.21% | Add +1.2% | 7,045 | $3.7M |
| Keebeck Wealth Management | 0.54% | Add +2.9% | 6,999 | $3.7M |
| Koss-Olinger Consulting, LLC | 0.32% | Add +0.9% | 7,017 | $3.7M |
| Headinvest, LLC | 0.68% | Add +6.0% | 7,012 | $3.7M |
| First American Trust, FSB | 0.36% | Add +24.2% | 6,949 | $3.7M |
| Concentric Wealth Management, LLC | 0.89% | Add +0.0% | 6,914 | $3.6M |
| Harel Insurance Investments & Financial Services Ltd. | 0.06% | Add +1.3% | 6,984 | $3.6M |
| Bristlecone Advisors, LLC | 0.29% | Reduce -1.3% | 6,913 | $3.6M |
| First Interstate Bank | 0.22% | Add +71.8% | 6,910 | $3.6M |
| Sheaff Brock Investment Advisors, LLC | 0.32% | Add +1.8% | 6,906 | $3.6M |
| Childress Capital Advisors, LLC | 0.98% | Add +4.7% | 6,901 | $3.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.04% | Add +78.3% | 6,866 | $3.6M |
| Integrated Investment Consultants, LLC | 0.79% | Add +0.6% | 6,860 | $3.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.17% | Add +15.9% | 6,849 | $3.6M |
| Northstar Advisory Group, LLC | 1.87% | Reduce -36.2% | 6,839 | $3.6M |
| Forum Financial Management, LP | 0.06% | Add +5.2% | 6,821 | $3.6M |
| Sterling Group Wealth Management, LLC | 1.91% | Reduce -0.9% | 6,814 | $3.6M |
| Ellis Investment Partners, LLC | 0.70% | Add +5.8% | 6,807 | $3.6M |
| Obsidian Cio, LLC | 0.75% | Add +1.6% | 6,805 | $3.6M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -50.4% | 6,801 | $3.6M |
| Tradewinds, LLC. | 1.10% | Add +0.0% | 6,778 | $3.6M |
| Goodwin Investment Advisory | 1.54% | Reduce -0.9% | 6,730 | $3.6M |
| Avity Investment Management Inc. | 0.28% | Add +0.4% | 6,724 | $3.5M |
| Paragon Private Wealth Management, LLC | 1.75% | Add +30.9% | 6,684 | $3.5M |
| LRI Investments, LLC | 0.34% | Add +0.9% | 6,465 | $3.5M |
| Calamos Wealth Management LLC | 0.18% | Add +1.4% | 6,682 | $3.5M |
| Truepoint, Inc. | 0.09% | Reduce -8.4% | 6,649 | $3.5M |
| Ausdal Financial Partners, Inc. | 0.37% | Reduce -11.3% | 6,644 | $3.5M |
| S.A. Mason LLC | 1.85% | Add +48.0% | 6,623 | $3.5M |
| Howard Wealth Management, LLC | 2.02% | Add +11.2% | 6,591 | $3.5M |
| Sunpointe, LLC | 2.86% | Reduce -37.9% | 6,563 | $3.5M |
| DGS Capital Management, LLC | 0.94% | Add +6.6% | 6,566 | $3.5M |
| Black Diamond Financial, LLC | 0.58% | Add +40.6% | 6,503 | $3.4M |
| Stanley-Laman Group, Ltd. | 0.44% | Reduce -30.2% | 6,479 | $3.4M |
| Vestia Personal Wealth Advisors | 3.22% | Add +13.2% | 6,470 | $3.4M |
| Silver Oak Securities, Incorporated | 0.36% | Reduce -11.7% | 6,594 | $3.4M |
| Agate Pass Investment Management, LLC | 1.70% | Reduce -1.7% | 6,446 | $3.4M |
| Advisory Research Inc. | 0.60% | No change | 6,443 | $3.4M |
| Bill Few Associates, Inc. | 1.21% | Add +4.5% | 6,436 | $3.4M |
| Southland Equity Partners LLC | 0.82% | Reduce -3.3% | 6,426 | $3.4M |
| Guardian Capital Advisors LP | 0.33% | Add +0.6% | 6,481 | $3.4M |
| Cornerstone Wealth Management, LLC | 0.24% | Add +1.8% | 6,413 | $3.4M |
| BLB&B Advisors, LLC | 0.17% | Reduce -0.7% | 6,396 | $3.4M |
| Allen Mooney & Barnes Investment Advisors LLC | 0.57% | Reduce -0.2% | 6,360 | $3.4M |
| JT Stratford LLC | 0.58% | Add +12.5% | 6,358 | $3.4M |
| Ferguson Wellman Capital Management, Inc. | 0.06% | Reduce -3.4% | 6,349 | $3.4M |
| Carmichael Hill & Associates, Inc. | 1.24% | Reduce -0.3% | 6,335 | $3.3M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.27% | Add +15.6% | 6,375 | $3.3M |
| Bank of Marin | 2.68% | Add +3.4% | 6,296 | $3.3M |
| Viewpoint Investment Partners Corp. | 2.66% | No change | 6,272 | $3.3M |
| Quadrant Capital Group LLC | 0.23% | Add +0.3% | 6,267 | $3.3M |
| SpiderRock Advisors, LLC | 0.07% | Reduce -48.8% | 6,235 | $3.3M |
| Elevation Capital Advisory, LLC | 1.45% | New | 6,230 | $3.3M |
| Saxony Capital Management, LLC | 3.00% | Add +9.5% | 6,211 | $3.3M |
| Consultiva Wealth Management, Corp. | 26.05% | Reduce -4.3% | 6,205 | $3.3M |
| Auour Investments LLC | 1.17% | Reduce -10.6% | 6,119 | $3.3M |
| Avondale Wealth Management | 2.12% | No change | 6,191 | $3.3M |
| Seamount Financial Group Inc. | 2.46% | Add +5.5% | 6,190 | $3.3M |
| Sound Income Strategies, LLC | 0.21% | Add +44.9% | 6,186 | $3.3M |
| Ewa, LLC | 1.17% | Reduce -1.6% | 5,983 | $3.3M |
| Wealthstream Advisors, Inc. | 0.59% | Add +0.3% | 6,179 | $3.3M |
| First PREMIER Bank | 0.81% | Add +1.0% | 6,176 | $3.3M |
| 1776 Wealth LLC | 1.47% | No change | 6,170 | $3.3M |
| Rebalance, LLC | 0.24% | Reduce -0.1% | 6,167 | $3.3M |
| Signaturefd, LLC | 0.06% | Reduce -10.3% | 6,159 | $3.3M |
| Bordeaux Wealth Advisors LLC | 0.59% | Add +0.3% | 6,158 | $3.2M |
| Capasso Planning Partners LLC | 0.96% | Add +3.8% | 6,136 | $3.2M |
| Zacks Investment Management | 0.03% | Add +16.6% | 6,123 | $3.2M |
| Clarkston Capital Partners, LLC | 0.06% | Reduce -4.1% | 6,106 | $3.2M |
| Black Swift Group, LLC | 0.71% | No change | 6,086 | $3.2M |
| CPR Investments Inc. | 3.03% | Add +402.4% | 6,079 | $3.2M |
| DT Investment Partners, LLC | 0.26% | Add +92.9% | 6,035 | $3.2M |
| Summit Global Investments | 0.20% | Reduce -2.5% | 5,999 | $3.2M |
| Mechanics Bank Trust Department | 0.42% | Add +16.4% | 5,985 | $3.2M |
| LongView Wealth Management | 1.01% | Add +14.6% | 5,969 | $3.1M |
| Lake Street Private Wealth, LLC | 0.51% | Reduce -38.9% | 5,963 | $3.1M |
| Cora Capital Advisors LLC | 1.55% | Reduce -1.0% | 5,958 | $3.1M |
| Walled Lake Planning & Wealth Management, LLC | 1.17% | Add +2.4% | 5,893 | $3.1M |
| Planning Alternatives Ltd. | 0.47% | Add +0.3% | 5,879 | $3.1M |
| United Advisor Group, LLC | 0.70% | Add +37.9% | 5,864 | $3.1M |
| Valued Retirements, Inc. | 4.25% | Add +9.6% | 5,851 | $3.1M |
| Panoramic Investment Advisors, LLC | 2.13% | — | 5,850 | $3.1M |
| PACK Private Wealth, LLC | 1.75% | Reduce -1.4% | 5,849 | $3.1M |
| KPP Advisory Services LLC | 0.74% | Reduce -15.6% | 5,849 | $3.1M |
| Full Sail Capital, LLC | 0.20% | Reduce -7.4% | 5,848 | $3.1M |
| Financial Perspectives, Inc | 1.07% | Add +1.5% | 5,844 | $3.1M |
| Fiduciary Counselling Inc. | 7.88% | No change | 5,836 | $3.1M |
| Ironwood Investment Counsel, LLC | 0.51% | Add +2.6% | 5,835 | $3.1M |
| MIdWestOne Financial Group, Inc. | 0.42% | Reduce -0.4% | 5,814 | $3.1M |
| NBT Bank, N.A. | 0.21% | Reduce -0.2% | 5,814 | $3.1M |
| Raymond James Trust Co. of NH | 25.18% | Add +16.9% | 5,794 | $3.1M |
| Hemington Wealth Management | 0.82% | Add +0.2% | 5,848 | $3.1M |
| Ingalls & Snyder LLC | 0.12% | Add +0.4% | 5,786 | $3.1M |
| Cedar Wealth Management, LLC | 0.94% | Add +0.1% | 5,726 | $3.0M |
| Barnes Pettey Financial Advisors, LLC | 2.39% | Add +0.4% | 5,685 | $3.0M |
| Robinson Smith Wealth Advisors LLC | 2.54% | Add +0.1% | 5,672 | $3.0M |
| WESCAP Management Group, Inc. | 0.75% | Add +52.7% | 5,669 | $3.0M |
| LPF Advisors LLC | 2.55% | Reduce -0.1% | 5,644 | $3.0M |
| Syntrinsic LLC | 0.99% | Reduce -0.7% | 5,641 | $3.0M |
| Vise Technologies, Inc. | 0.38% | Add +0.8% | 5,642 | $3.0M |
| Kelman-Lazarov, Inc. | 0.51% | Add +3.8% | 5,636 | $3.0M |
| Arcadia Wealth Management, LLC | 1.56% | Add +4.0% | 5,620 | $3.0M |
| Consilio Wealth Advisors, LLC | 1.22% | Reduce -0.0% | 5,606 | $3.0M |
| VitalStone Financial, LLC | 2.01% | Add +31.0% | 5,587 | $2.9M |
| Sfmg, LLC | 0.24% | Reduce -2.2% | 5,580 | $2.9M |
| Ritholtz Wealth Management | 0.09% | Add +17.7% | 5,575 | $2.9M |
| Tidal Investments LLC | 0.03% | Reduce -88.5% | 5,568 | $2.9M |
| Global Strategic Investment Solutions, LLC | 0.34% | Add +0.1% | 5,553 | $2.9M |
| Tradition Wealth Management, LLC | 0.26% | Add +4.3% | 5,529 | $2.9M |
| Jaffetilchin Investment Partners, LLC | 0.22% | Add +10.4% | 5,485 | $2.9M |
| True North Advisors, LLC | 0.76% | Reduce -5.5% | 5,476 | $2.9M |
| My Personal CFO, LLC | 1.58% | Add +138.9% | 5,464 | $2.9M |
| WMS Partners, LLC | 0.16% | Add +33.4% | 5,442 | $2.9M |
| Bakala Capital LLC | 19.09% | Add +2.2% | 5,438 | $2.9M |
| Thompson Davis & Co., Inc. | 2.11% | Add +11.2% | 5,425 | $2.9M |
| Mosaic Family Wealth Partners, LLC | 0.42% | Add +5.8% | 5,422 | $2.9M |
| Independent Wealth Network Inc. | 1.27% | Reduce -2.6% | 5,420 | $2.9M |
| DB Fitzpatrick & Co, Inc | 2.51% | Add +5.5% | 5,416 | $2.9M |
| Stevard, LLC | 11.59% | Reduce -68.5% | 5,396 | $2.8M |
| Tranquility Partners, LLC | 1.03% | Reduce -1.9% | 5,387 | $2.8M |
| Archer Investment Corp | 0.76% | Reduce -2.8% | 5,375 | $2.8M |
| First National Corp. /Ma/ | 0.63% | Add +0.8% | 5,368 | $2.8M |
| DBK Financial Counsel, LLC | 2.85% | Reduce -0.8% | 5,336 | $2.8M |
| Performance Wealth Partners, LLC | 0.10% | Add +13.0% | 5,307 | $2.8M |
| Verus Capital Partners, LLC | 0.27% | Reduce -54.8% | 5,282 | $2.8M |
| Compass Advisory Group LLC | 1.08% | Add +0.2% | 5,258 | $2.8M |
| Hanover Advisors Inc. | 1.16% | Reduce -0.1% | 5,254 | $2.8M |
| Kornitzer Capital Management Inc. | 0.05% | Reduce -7.0% | 5,251 | $2.8M |
| Farrow Financial, Inc. | 1.74% | New | 5,245 | $2.8M |
| Waddell & Associates, LLC | 0.34% | Reduce -0.0% | 5,240 | $2.8M |
| First National Advisers, LLC | 0.44% | Reduce -7.0% | 5,217 | $2.8M |
| Chilton Capital Management LLC | 0.11% | Reduce -8.1% | 5,215 | $2.8M |
| Armbruster Capital Management, Inc. | 0.55% | Add +6.5% | 5,213 | $2.8M |
| Edge Financial Advisors LLC | 2.44% | Add +8.8% | 5,206 | $2.7M |
| Violich Capital Management, Inc. | 0.35% | No change | 5,170 | $2.7M |
| Texas Yale Capital Corp. | 0.12% | Add +4.3% | 5,163 | $2.7M |
| Long Island Wealth Management, Inc. | 1.79% | Add +0.0% | 5,159 | $2.7M |
| World Equity Group, Inc. | 0.98% | Reduce -33.6% | 5,159 | $2.7M |
| Financial Council, LLC | 1.42% | No change | 5,152 | $2.7M |
| Optimist Retirement Group LLC | 1.23% | Reduce -0.5% | 5,149 | $2.7M |
| Heritage Wealth Management, Inc. | 0.89% | Reduce -49.0% | 5,140 | $2.7M |
| Davis R M Inc. | 0.05% | Reduce -13.1% | 5,136 | $2.7M |
| Forthright Family Wealth Advisory LLC | 1.74% | Reduce -8.8% | 4,846 | $2.7M |
| Platform Technology Partners | 0.84% | Reduce -15.7% | 5,092 | $2.7M |
| Principle Wealth Partners LLC | 0.19% | Reduce -0.2% | 5,086 | $2.7M |
| Accredited Investors Inc. | 0.15% | Add +0.8% | 5,085 | $2.7M |
| Pine Ridge Advisers LLC | 0.27% | No change | 5,075 | $2.7M |
| Gallacher Capital Management LLC | 1.22% | Add +0.1% | 5,029 | $2.7M |
| SteelPeak Wealth, LLC | 0.12% | Reduce -67.2% | 5,012 | $2.7M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 5,000 | $2.6M |
| Monograph Wealth Advisors, LLC | 0.34% | No change | 4,984 | $2.6M |
| Fifth Third Wealth Advisors LLC | 0.16% | Add +106.9% | 4,990 | $2.6M |
| Belmont Capital, LLC | 0.44% | Add +249.1% | 4,989 | $2.6M |
| Stockman Wealth Management, Inc. | 0.41% | Add +1.6% | 4,989 | $2.6M |
| Terra Nova Asset Management LLC | 1.95% | Add +1.7% | 4,985 | $2.6M |
| GHP Investment Advisors, Inc. | 0.12% | Add +2.6% | 4,948 | $2.6M |
| TCI Wealth Advisors, Inc. | 0.22% | Reduce -1.0% | 4,947 | $2.6M |
| Hubbell Strickland Wealth Management, LLC | 1.21% | Reduce -1.2% | 4,921 | $2.6M |
| Lavaca Capital LLC | 1.24% | Add +129.1% | 4,907 | $2.6M |
| Arvest Bank Trust Division | 0.15% | — | 4,901 | $2.6M |
| Community Bank of Raymore | 1.95% | Add +95.6% | 4,892 | $2.6M |
| Oarsman Capital, Inc. | 0.48% | Reduce -68.8% | 4,869 | $2.6M |
| Aspire Wealth Management Corp | 1.38% | Reduce -3.0% | 4,859 | $2.6M |
| Penobscot Wealth Management | 1.38% | Add +2.9% | 4,854 | $2.6M |
| Prelude Capital Management, LLC | 0.20% | New | 4,847 | $2.6M |
| Tortoise Investment Management, LLC | 0.27% | Reduce -7.6% | 4,843 | $2.6M |
| 180 Wealth Advisors, LLC | 0.40% | Reduce -3.0% | 4,828 | $2.5M |
| Stonebridge Capital Advisors LLC | 0.21% | Add +369.6% | 4,823 | $2.5M |
| KFA Private Wealth Group, LLC | 1.21% | Reduce -9.5% | 4,815 | $2.5M |
| Diametric Capital, LP | 1.25% | New | 4,793 | $2.5M |
| Cherry Creek Investment Advisors, Inc. | 1.30% | Add +0.9% | 4,774 | $2.5M |
| Onyx Bridge Wealth Group LLC | 0.38% | Add +37.3% | 4,771 | $2.5M |
| Values Added Financial LLC | 1.59% | Reduce -2.2% | 4,768 | $2.5M |
| Provenance Wealth Advisors, LLC | 0.31% | Add +2.0% | 4,768 | $2.5M |
| Arrien Investments, Inc. | 1.81% | Reduce -3.7% | 4,764 | $2.5M |
| Private Client Services, LLC | 1.35% | Add +7.5% | 4,762 | $2.5M |
| Taylor Hoffman Capital Management LLC | 0.96% | — | 4,808 | $2.5M |
| Accel Wealth Management | 0.94% | Reduce -2.3% | 4,759 | $2.5M |
| Horan Capital Advisors, LLC. | 0.83% | Reduce -0.3% | 4,755 | $2.5M |
| E&G Advisors, LLC | 0.69% | Add +13.9% | 4,752 | $2.5M |
| Olde Wealth Management, LLC | 0.90% | Add +0.1% | 4,728 | $2.5M |
| Cooper/Haims Advisors, LLC | 1.38% | Reduce -23.9% | 4,740 | $2.5M |
| MassMutual Private Wealth & Trust, FSB | 0.07% | Reduce -3.3% | 4,732 | $2.5M |
| PCA Investment Advisory Services Inc. | 1.17% | Add +2.1% | 4,728 | $2.5M |
| Verus Financial Partners, Inc. | 0.27% | Add +0.1% | 4,765 | $2.5M |
| Nations Financial Group Inc, /Ia/ | 0.18% | Add +3.0% | 4,711 | $2.5M |
| Harbour Investment Management LLC | 1.10% | No change | 4,692 | $2.5M |
| Cutler Capital Management, LLC | 1.08% | Add +22.0% | 4,679 | $2.5M |
| Revolve Wealth Partners, LLC | 0.38% | Add +12.1% | 4,659 | $2.5M |
| Strategic Family Wealth Counselors, L.L.C. | 0.86% | Add +24.5% | 4,646 | $2.5M |
| Slagle Financial, LLC | 1.08% | Reduce -0.8% | 4,629 | $2.4M |
| Patriot Investment Management Group, Inc. | 0.18% | Reduce -3.2% | 4,627 | $2.4M |
| Index Fund Advisors, Inc. | 0.13% | Add +17.6% | 4,620 | $2.4M |
| Staley Capital Advisers Inc. | 0.11% | Add +2.1% | 4,614 | $2.4M |
| Walleye Trading LLC | 0.06% | New | 4,614 | $2.4M |
| Apeiron RIA LLC | 0.69% | Add +0.9% | 4,584 | $2.4M |
| Fiduciary Family Office, LLC | 0.80% | Reduce -24.3% | 4,567 | $2.4M |
| SkyOak Wealth, LLC | 0.53% | Add +2.4% | 4,556 | $2.4M |
| Badgley Phelps Wealth Managers, LLC | 0.06% | Reduce -6.7% | 4,507 | $2.4M |
| CHB Investment Group, LLC | 1.27% | — | 4,520 | $2.4M |
| Bison Wealth, LLC | 0.38% | Add +21.7% | 4,513 | $2.4M |
| McKinley Carter Wealth Services, Inc. | 0.14% | Add +8.0% | 4,501 | $2.4M |
| LifeGuide Financial Advisors, LLC | 1.01% | Add +0.3% | 4,491 | $2.4M |
| Weaver Consulting Group | 0.75% | Add +6.5% | 4,482 | $2.4M |
| Roble, Belko & Company, Inc | 0.37% | No change | 4,480 | $2.4M |
| Asset Advisors Investment Management, LLC | 0.25% | Add +0.7% | 4,479 | $2.4M |
| Winthrop Advisory Group LLC | 0.29% | Reduce -0.1% | 4,462 | $2.4M |
| WMG Financial Advisors, LLC | 1.07% | No change | 4,475 | $2.4M |
| Myecfo, LLC | 1.27% | Reduce -5.4% | 4,437 | $2.3M |
| Cove Private Wealth, LLC | 1.87% | No change | 4,432 | $2.3M |
| Canandaigua National Bank & Trust Co. | 0.22% | No change | 4,417 | $2.3M |
| Capital Advisors Inc. | 0.05% | Add +0.3% | 4,399 | $2.3M |
| Naviter Wealth, LLC | 0.32% | Reduce -6.7% | 4,383 | $2.3M |
| Orrstown Financial Services Inc. | 0.68% | Reduce -57.7% | 4,392 | $2.3M |
| Hassell Wealth Management, LLC | 0.97% | Reduce -4.8% | 4,427 | $2.3M |
| Montecito Bank & Trust | 0.39% | Add +6.7% | 4,364 | $2.3M |
| Pine Haven Investment Counsel, Inc | 1.86% | Add +0.3% | 4,347 | $2.3M |
| Aries Wealth Management | 0.63% | Reduce -0.5% | 4,341 | $2.3M |
| Woodmont Investment Counsel LLC | 0.17% | Add +0.5% | 4,336 | $2.3M |
| Ascent Wealth Partners, LLC | 0.32% | Reduce -10.4% | 4,329 | $2.3M |
| LVW Advisors, LLC | 0.29% | Add +17.4% | 4,303 | $2.3M |
| Retirement Income Solutions, Inc. | 0.52% | Add +0.7% | 4,293 | $2.3M |
| Hardin Capital Partners, LLC | 1.28% | Reduce -1.2% | 4,293 | $2.3M |
| Investment Advisory Group, LLC | 0.78% | Add +1.9% | 4,284 | $2.3M |
| Second Line Capital, LLC | 0.61% | Add +1.6% | 4,258 | $2.3M |
| Veery Capital, LLC | 0.85% | Add +2.3% | 4,269 | $2.3M |
| Sandy Spring Bank | 0.09% | Reduce -0.6% | 4,263 | $2.2M |
| Faithward Advisors, LLC | 0.39% | Reduce -23.0% | 4,258 | $2.2M |
| WealthShield Partners, LLC | 0.30% | Add +10.2% | 4,244 | $2.2M |
| Harfst & Associates, Inc. | 0.50% | Reduce -1.1% | 4,253 | $2.2M |
| Guyasuta Investment Advisors Inc. | 0.14% | Add +19.7% | 4,247 | $2.2M |
| Mascoma Wealth Management LLC | 0.56% | Reduce -10.1% | 4,236 | $2.2M |
| Perennial Investment Advisors, LLC | 0.29% | Reduce -1.5% | 4,233 | $2.2M |
| Martel Wealth Advisors LLC | 0.46% | Reduce -0.3% | 4,228 | $2.2M |
| Drive Wealth Management, LLC | 0.58% | Add +6.4% | 4,204 | $2.2M |
| Bell Investment Advisors, Inc | 0.40% | Reduce -0.1% | 4,177 | $2.2M |
| Narus Financial Partners, LLC | 0.79% | Add +4.4% | 4,165 | $2.2M |
| Quadrature Capital Ltd | 0.05% | New | 4,162 | $2.2M |
| Cardinal Point Capital Management ULC | 0.37% | Reduce -3.8% | 4,139 | $2.2M |
| Culbertson A N & Co. Inc. | 0.35% | Reduce -2.0% | 4,150 | $2.2M |
| 9258 Wealth Management, LLC | 0.32% | Reduce -3.7% | 4,149 | $2.2M |
| Wakefield Asset Management LLLP | 0.71% | Reduce -65.7% | 4,149 | $2.2M |
| Annex Advisory Services, LLC | 0.07% | Add +29.2% | 4,143 | $2.2M |
| Empowered Funds, LLC | 0.03% | Reduce -92.6% | 4,142 | $2.2M |
| Buffington Mohr McNeal | 0.36% | Add +7.5% | 4,140 | $2.2M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.02% | No change | 4,091 | $2.2M |
| GW Henssler & Associates Ltd. | 0.12% | Add +2.7% | 4,112 | $2.2M |
| Financial Synergies Wealth Advisors, Inc. | 0.27% | Add +0.7% | 4,105 | $2.2M |
| Freedom Investment Management, Inc. | 0.17% | Reduce -1.3% | 4,068 | $2.1M |
| Burt Wealth Advisors | 0.53% | Reduce -2.2% | 4,065 | $2.1M |
| Prospect Financial Services LLC | 1.33% | Add +95.7% | 4,064 | $2.1M |
| Linscomb Wealth, Inc. | 0.11% | Reduce -6.3% | 4,031 | $2.1M |
| JB Capital LLC | 0.12% | Add +7.3% | 4,027 | $2.1M |
| BIP Wealth, LLC | 0.14% | Add +23.8% | 4,021 | $2.1M |
| Sonora Investment Management Group, LLC | 0.16% | Reduce -1.6% | 3,996 | $2.1M |
| Legacy Wealth Management, LLC / MS | 0.77% | Add +2.3% | 3,991 | $2.1M |
| Zullo Investment Group, Inc. | 0.87% | No change | 3,990 | $2.1M |
| Peoples Bank | 1.41% | Reduce -0.9% | 3,983 | $2.1M |
| MSH Capital Advisors LLC | 0.64% | Add +7.3% | 3,982 | $2.1M |
| Everhart Financial Group, Inc. | 0.47% | Add +0.8% | 3,980 | $2.1M |
| PEAK6 Investments LLC | 0.10% | Add +132200.0% | 3,969 | $2.1M |
| Cannon Financial Strategists, Inc. | 0.36% | Add +92.2% | 3,941 | $2.1M |
| Clark Asset Management, LLC | 0.45% | Reduce -6.8% | 3,939 | $2.1M |
| WBH Advisory Inc. | 0.20% | Reduce -2.8% | 3,935 | $2.1M |
| Teamwork Financial Advisors, LLC | 0.29% | Reduce -2.8% | 3,931 | $2.1M |
| WealthCollab, LLC | 1.36% | No change | 3,915 | $2.1M |
| Cherry Tree Wealth Management, LLC | 0.49% | No change | 3,910 | $2.1M |
| Oxbow Advisors, LLC | 0.21% | Add +0.1% | 3,907 | $2.1M |
| Enzi Wealth | 0.81% | Add +13.4% | 3,838 | $2.1M |
| Horizon Family Wealth, Inc. | 1.47% | Add +11.3% | 3,906 | $2.1M |
| HTG Investment Advisors, Inc. | 0.97% | Reduce -4.4% | 3,893 | $2.1M |
| Advus Financial Partners, LLC | 0.58% | Add +1.9% | 3,883 | $2.0M |
| Capital Investment Advisory Services, LLC | 0.19% | Reduce -4.5% | 3,882 | $2.0M |
| Key Client Fiduciary Advisors, LLC | 0.93% | Add +28.4% | 3,857 | $2.0M |
| Segment Wealth Management, LLC | 0.14% | No change | 3,855 | $2.0M |
| Fortis Capital Advisors, LLC | 0.68% | Add +250.9% | 3,849 | $2.0M |
| Portland Global Advisors LLC | 0.25% | Reduce -1.4% | 3,824 | $2.0M |
| Tennessee Valley Asset Management Partners | 0.33% | Reduce -3.4% | 3,771 | $2.0M |
| Laurel Wealth Advisors LLC | 0.32% | Add +8.8% | 3,805 | $2.0M |
| Core Wealth Partners LLC | 1.21% | Reduce -2.8% | 3,794 | $2.0M |
| Tyler-Stone Wealth Management | 0.38% | Add +100.0% | 3,784 | $2.0M |
| Wealth Management Resources, Inc. | 0.80% | Add +18.0% | 3,779 | $2.0M |
| BlueChip Wealth Advisors LLC | 1.04% | Add +56.0% | 3,775 | $2.0M |
| Private Wealth Group, LLC | 0.99% | No change | 3,758 | $2.0M |
| KKM Financial LLC | 0.98% | Add +11.6% | 3,758 | $2.0M |
| Callan Capital, LLC | 0.14% | Add +0.5% | 3,753 | $2.0M |
| Great Oak Capital Partners, LLC | 0.68% | Add +0.1% | 3,756 | $2.0M |
| New York Life Investment Management LLC | 0.02% | Reduce -41.2% | 3,730 | $2.0M |
| Occidental Asset Management, LLC | 0.32% | Reduce -28.9% | 3,725 | $2.0M |
| Thrive Capital Management, LLC | 0.92% | Reduce -6.7% | 3,712 | $2.0M |
| Man Group plc | 0.01% | Add +584.6% | 3,690 | $1.9M |
| Marex Group Ltd | 0.04% | Add +275.7% | 3,686 | $1.9M |
| Grandfield & Dodd, LLC | 0.12% | No change | 3,681 | $1.9M |
| Householder Group Estate & Retirement Specialist, LLC | 0.57% | Add +9.5% | 3,680 | $1.9M |
| Passive Capital Management, LLC. | 0.67% | Reduce -7.1% | 3,664 | $1.9M |
| TAP Consulting, LLC | 0.38% | Reduce -5.5% | 3,658 | $1.9M |
| Perkins Coie Trust Co | 0.43% | No change | 3,643 | $1.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 3,637 | $1.9M |
| River Wealth Advisors LLC | 0.26% | Add +1.7% | 3,631 | $1.9M |
| Professional Advisory Services Inc. | 0.23% | Add +8.5% | 3,619 | $1.9M |
| Raab & Moskowitz Asset Management LLC | 0.48% | Reduce -0.5% | 3,615 | $1.9M |
| Meridian Wealth Partners, LLC | 0.30% | Add +0.4% | 3,614 | $1.9M |
| Physician Wealth Advisors, Inc. | 0.34% | Add +21.3% | 3,572 | $1.9M |
| Integrated Capital Management, LLC | 1.01% | — | 3,606 | $1.9M |
| Sunesis Advisors, LLC | 1.15% | Add +15.9% | 3,598 | $1.9M |
| WP Advisors, LLC | 0.69% | Add +10.7% | 3,589 | $1.9M |
| Sandbox Financial Partners, LLC | 0.67% | Add +0.9% | 3,573 | $1.9M |
| TCP Asset Management, LLC | 0.43% | Add +0.1% | 3,569 | $1.9M |
| Country Club Bank | 0.13% | No change | 3,580 | $1.9M |
| Jupiter Wealth Management LLC | 0.96% | New | 3,559 | $1.9M |
| Howard Bailey Securities, LLC | 0.71% | — | 3,550 | $1.9M |
| Wealth Architects, LLC | 0.21% | Reduce -0.2% | 3,545 | $1.9M |
| OneAscent Wealth Management LLC | 0.71% | New | 3,533 | $1.9M |
| Red Door Wealth Management, LLC | 0.31% | Add +49.7% | 3,543 | $1.9M |
| Executive Wealth Management, LLC | 0.15% | New | 3,533 | $1.9M |
| Farnam Financial LLC | 2.04% | — | 3,516 | $1.9M |
| Von Berge Wealth Management Group, LLC | 1.14% | Reduce -15.2% | 3,402 | $1.8M |
| Johnson Financial Group, Inc. | 0.08% | Add +6.0% | 3,489 | $1.8M |
| Accelerate Investment Advisors LLC | 1.80% | — | 3,500 | $1.8M |
| Roberts Glore & Co. Inc. | 0.53% | Reduce -1.8% | 3,482 | $1.8M |
| Capital Asset Advisory Services LLC | 0.09% | Add +6.5% | 3,480 | $1.8M |
| Rothschild Wealth LLC | 0.55% | Add +0.8% | 3,465 | $1.8M |
| Clearview Wealth Advisors LLC | 1.41% | Reduce -3.4% | 3,463 | $1.8M |
| Aspen Wealth Management LLC | 0.55% | Add +3.1% | 3,448 | $1.8M |
| Channel Wealth LLC | 0.60% | Reduce -13.6% | 3,447 | $1.8M |
| Alterna Wealth Management, Inc. | 1.63% | Add +109.5% | 3,442 | $1.8M |
| New Republic Capital, LLC | 1.04% | Add +0.1% | 3,420 | $1.8M |
| Ameliora Wealth Management Ltd. | 0.75% | Add +111.1% | 3,430 | $1.8M |
| Narwhal Capital Management | 0.16% | New | 3,428 | $1.8M |
| Trivium Point Advisory, LLC | 0.25% | Reduce -8.3% | 3,293 | $1.8M |
| Fortis Capital Management LLC | 0.36% | Reduce -2.6% | 3,420 | $1.8M |
| Horizon Kinetics Asset Management LLC | 0.03% | Reduce -1.2% | 3,401 | $1.8M |
| Arlington Trust Co LLC | 0.39% | Add +38.9% | 3,400 | $1.8M |
| Donaldson Capital Management, LLC | 0.07% | Add +36.5% | 3,395 | $1.8M |
| Baker Boyer National Bank | 0.60% | Add +2.7% | 3,393 | $1.8M |
| Indiana Trust & Investment Management Co | 0.61% | Reduce -1.7% | 3,391 | $1.8M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.50% | Add +0.8% | 3,367 | $1.8M |
| Avantax Planning Partners, Inc. | 0.06% | Add +11.2% | 3,377 | $1.8M |
| Hanson & Doremus Investment Management | 0.28% | No change | 3,371 | $1.8M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.40% | Add +0.9% | 3,360 | $1.8M |
| Calton & Associates, Inc. | 0.68% | Add +34.5% | 3,359 | $1.8M |
| Napatree Capital LLC | 1.23% | Reduce -1.0% | 3,349 | $1.8M |
| Leelyn Smith, LLC | 0.32% | Reduce -40.8% | 3,340 | $1.8M |
| Copperleaf Capital, LLC | 1.35% | Reduce -2.9% | 3,335 | $1.8M |
| Spinnaker Trust | 0.11% | Add +10.3% | 3,335 | $1.8M |
| Busey Bank | 0.06% | No change | 3,330 | $1.8M |
| Chris Bulman Inc | 1.20% | Add +162.9% | 3,329 | $1.8M |
| Wealth Effects LLC | 0.61% | Add +0.6% | 3,315 | $1.7M |
| Alaethes Wealth, LLC | 0.64% | Add +267.8% | 3,292 | $1.7M |
| Peterson Wealth Services | 0.56% | Add +0.8% | 3,299 | $1.7M |
| MontVue Capital Management, Inc. | 1.34% | Add +24.4% | 3,298 | $1.7M |
| Diversified, LLC | 0.19% | Reduce -2.2% | 3,298 | $1.7M |
| Diversified Enterprises, LLC | 0.19% | — | 3,298 | $1.7M |
| Washburn Capital Management, Inc. | 1.25% | Add +4.8% | 3,297 | $1.7M |
| Retirement Financial Solutions, LLC | 0.76% | Add +2.7% | 3,297 | $1.7M |
| Intrua Financial, LLC | 0.28% | Add +19.3% | 3,275 | $1.7M |
| Curran Financial Partners, LLC | 0.49% | Add +17.9% | 3,267 | $1.7M |
| 17 Capital Partners, LLC | 1.12% | Add +6.0% | 3,263 | $1.7M |
| Orgel Wealth Management, LLC | 0.04% | Add +2.8% | 3,260 | $1.7M |
| Elevated Capital Advisors, LLC | 0.46% | Add +48.5% | 3,251 | $1.7M |
| Hengehold Capital Management LLC | 0.16% | Add +9.1% | 3,249 | $1.7M |
| Frank, Rimerman Advisors LLC | 0.12% | No change | 3,248 | $1.7M |
| Alesco Advisors, LLC, An ESL Co | 0.05% | Add +0.2% | 3,210 | $1.7M |
| Aviance Capital Partners, LLC | 0.22% | Add +11.2% | 3,207 | $1.7M |
| Alpine Bank Wealth Management | 0.27% | — | 3,201 | $1.7M |
| Stonekeep Investments, LLC | 1.30% | Add +6.7% | 3,192 | $1.7M |
| Riverview Trust Co | 1.48% | Add +2.6% | 3,185 | $1.7M |
| CFS Investment Advisory Services, LLC | 0.14% | Reduce -2.3% | 3,176 | $1.7M |
| Fortress Wealth Management, Inc. | 0.84% | No change | 3,174 | $1.7M |
| Calydon Capital | 0.27% | Reduce -2.4% | 3,339 | $1.7M |
| HMS Capital Management, LLC | 0.82% | No change | 3,154 | $1.7M |
| Optivise Advisory Services LLC | 0.88% | Add +0.1% | 3,154 | $1.7M |
| Novare Capital Management LLC | 0.14% | Add +0.9% | 3,142 | $1.7M |
| Jordan Park Group LLC | 0.11% | New | 3,142 | $1.7M |
| Investment Advisory Services Inc. /TX | 0.59% | Reduce -2.0% | 3,140 | $1.7M |
| Kavar Capital Partners Group, LLC | 0.26% | Add +0.9% | 3,135 | $1.7M |
| Planning Capital Management Corp | 1.10% | Reduce -33.5% | 3,132 | $1.7M |
| AA Financial Advisors, LLC | 0.48% | Reduce -1.2% | 3,126 | $1.6M |
| Trustmark Bank Trust Department | 0.12% | No change | 3,121 | $1.6M |
| Weinberger Asset Management, Inc | 0.70% | Reduce -0.3% | 3,118 | $1.6M |
| Stonebridge Financial Planning Group, LLC | 0.78% | Reduce -10.6% | 3,116 | $1.6M |
| Total Clarity Wealth Management, Inc. | 0.53% | Add +2.2% | 3,115 | $1.6M |
| Blake Schutter Theil Wealth Advisors, LLC | 1.18% | — | 3,113 | $1.6M |
| PBMares Wealth Management LLC | 0.34% | Add +17.9% | 3,109 | $1.6M |
| XML Financial, LLC | 0.15% | Add +77.5% | 3,106 | $1.6M |
| HHM Wealth Advisors, LLC | 0.23% | Add +0.3% | 3,106 | $1.6M |
| Northwest Wealth Management, LLC | 0.38% | Reduce -3.7% | 3,099 | $1.6M |
| Destination Wealth Management | 0.05% | Add +3.7% | 3,098 | $1.6M |
| Destiny Wealth Partners, LLC | 0.29% | Add +6.4% | 3,094 | $1.6M |
| Russell Investments Group, Ltd. | 0.00% | Add +335.6% | 3,093 | $1.6M |
| Lyell Wealth Management, LP | 0.15% | Add +253.8% | 3,082 | $1.6M |
| First County Bank | 0.80% | Reduce -2.7% | 3,073 | $1.6M |
| Willis Johnson & Associates, Inc. | 0.12% | Reduce -7.4% | 3,072 | $1.6M |
| Bray Capital Advisors | 0.39% | Add +4.3% | 3,053 | $1.6M |
| Roger Wittlin Investment Advisory, LLC | 0.92% | New | 3,041 | $1.6M |
| HFG Advisors, Inc. | 1.42% | Reduce -7.9% | 3,035 | $1.6M |
| Rakuten Securities, Inc. | 0.69% | Add +68.6% | 3,027 | $1.6M |
| Atlantic Union Bankshares Corp | 0.09% | Add +13.1% | 3,024 | $1.6M |
| Hamilton Point Investment Advisors, LLC | 0.29% | Add +3.2% | 2,996 | $1.6M |
| Hancock Whitney Corp. | 0.05% | No change | 3,005 | $1.6M |
| Paladin Advisory Group, LLC | 1.17% | Reduce -0.1% | 3,005 | $1.6M |
| Heritage Financial Services, LLC | 0.21% | Reduce -2.3% | 2,997 | $1.6M |
| Horan Securities, Inc. | 0.61% | Reduce -4.0% | 2,997 | $1.6M |
| Chesley Taft & Associates LLC | 0.08% | Reduce -0.6% | 2,990 | $1.6M |
| Darrow Company, Inc. | 0.92% | No change | 3,003 | $1.6M |
| NDVR, Inc. | 1.61% | No change | 2,995 | $1.6M |
| Bedel Financial Consulting, Inc. | 0.22% | Add +1.3% | 2,978 | $1.6M |
| FSM Wealth Advisors, LLC | 0.41% | Add +3.1% | 2,953 | $1.6M |
| Baker Avenue Asset Management, LP | 0.05% | Add +0.3% | 2,949 | $1.6M |
| Financial Consulate, Inc. | 0.41% | Add +28.7% | 2,948 | $1.6M |
| Confluence Wealth Services, Inc. | 0.11% | Add +5.7% | 2,928 | $1.5M |
| Princeton Capital Management LLC | 0.49% | Add +6.2% | 2,927 | $1.5M |
| Cascade Financial Partners, LLC | 0.19% | Reduce -1.0% | 2,879 | $1.5M |
| Van Cleef Asset Management,Inc | 0.17% | Reduce -0.1% | 2,925 | $1.5M |
| TCV Trust & Wealth Management, Inc. | 0.14% | No change | 2,918 | $1.5M |
| Latko Wealth Management, Ltd. | 0.93% | — | 2,910 | $1.5M |
| Parcion Private Wealth LLC | 0.13% | Add +0.1% | 2,909 | $1.5M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -6.3% | 2,904 | $1.5M |
| Guggenheim Capital LLC | 0.01% | Reduce -83.2% | 2,893 | $1.5M |
| Valley Forge Investment Consultants Inc. Adv | 0.53% | Add +0.3% | 2,886 | $1.5M |
| Altfest L J & Co. Inc. | 0.20% | Add +369.9% | 2,871 | $1.5M |
| Marks Group Wealth Management, Inc | 0.14% | No change | 2,866 | $1.5M |
| Tocqueville Asset Management L.P. | 0.02% | Reduce -7.3% | 2,863 | $1.5M |
| Welch & Forbes LLC | 0.02% | No change | 2,860 | $1.5M |
| Libra Wealth LLC | 0.60% | Add +0.9% | 2,849 | $1.5M |
| Beirne Wealth Consulting Services, LLC | 0.53% | Add +0.3% | 2,830 | $1.5M |
| Cooper Financial Group | 0.19% | Add +5.1% | 2,836 | $1.5M |
| First National Bank of Mount Dora, Trust Investment Services | 0.34% | Add +126.1% | 2,831 | $1.5M |
| Compass Ion Advisors, LLC | 0.18% | Reduce -20.9% | 2,826 | $1.5M |
| Balboa Wealth Partners | 0.37% | Add +23.7% | 2,826 | $1.5M |
| Rappaport Reiches Capital Management, LLC | 0.40% | Add +0.3% | 2,822 | $1.5M |
| Kooman & Associates | 0.55% | Add +0.1% | 2,818 | $1.5M |
| FinDec Wealth Services, Inc. | 0.86% | Add +0.1% | 2,816 | $1.5M |
| Premier Path Wealth Partners, LLC | 0.23% | Add +0.2% | 2,813 | $1.5M |
| MV Capital Management, Inc. | 0.16% | Reduce -0.5% | 2,811 | $1.5M |
| Nilsine Partners, LLC | 0.19% | Reduce -18.5% | 2,796 | $1.5M |
| Zevin Asset Management LLC | 0.23% | No change | 2,789 | $1.5M |
| Bensler, LLC | 0.19% | Reduce -8.3% | 2,789 | $1.5M |
| JFG Wealth Management, LLC | 0.40% | Add +218.2% | 2,781 | $1.5M |
| Cape Cod Five Cents Savings Bank | 0.13% | Reduce -0.4% | 2,778 | $1.5M |
| Sensible Money, LLC | 0.64% | Add +16.4% | 2,769 | $1.5M |
| Greystone Financial Group, LLC | 0.26% | Add +32.8% | 2,763 | $1.5M |
| Redhawk Wealth Advisors, Inc. | 0.21% | Add +12.1% | 2,755 | $1.5M |
| BetterWealth, LLC | 0.43% | No change | 2,750 | $1.5M |
| Wealthquest Corp | 0.13% | Reduce -2.8% | 2,774 | $1.5M |
| Grey Ledge Advisors, LLC | 0.37% | Reduce -6.2% | 2,748 | $1.4M |
| FinTrust Capital Advisors, LLC | 0.24% | Add +4.1% | 2,734 | $1.4M |
| Nottingham Advisors, Inc. | 0.16% | Add +5.1% | 2,734 | $1.4M |
| Trust Co. of Toledo NA | 0.19% | Add +3.7% | 2,728 | $1.4M |
| Enterprise Bank & Trust Co | 0.46% | Add +9.7% | 2,727 | $1.4M |
| Vigilare Wealth Management | 0.58% | Reduce -4.4% | 2,726 | $1.4M |
| IMPACTfolio, LLC | 0.74% | Add +0.3% | 2,726 | $1.4M |
| Sightline Wealth Advisors, LLC | 0.79% | Reduce -1.7% | 2,721 | $1.4M |
| Pursue Wealth Partners LLC | 0.78% | Add +101.0% | 2,719 | $1.4M |
| Zions Bancorporation, N.A. | 0.10% | No change | 2,718 | $1.4M |
| Chemistry Wealth Management LLC | 0.34% | Reduce -1.4% | 2,710 | $1.4M |
| Beck Mack & Oliver LLC | 0.03% | No change | 2,705 | $1.4M |
| Talon Private Wealth, LLC | 0.30% | — | 2,700 | $1.4M |
| Bourgeon Capital Management LLC | 0.27% | Add +66.3% | 2,692 | $1.4M |
| Ellevest, Inc. | 0.08% | Reduce -36.3% | 2,680 | $1.4M |
| Equita Financial Network, Inc. | 0.52% | Add +58.2% | 2,679 | $1.4M |
| Clearstead Trust, LLC | 0.34% | Add +3.1% | 2,669 | $1.4M |
| Apriem Advisors | 0.16% | Reduce -0.2% | 2,668 | $1.4M |
| Bragg Financial Advisors, Inc | 0.06% | Add +1.8% | 2,667 | $1.4M |
| Founders Financial Alliance, LLC | 0.39% | No change | 2,667 | $1.4M |
| Cibc World Markets Corp. | 0.01% | Reduce -17.5% | 2,666 | $1.4M |
| McCarter Private Wealth Services LLC | 0.89% | — | 2,660 | $1.4M |
| 1ST Source Bank | 0.08% | No change | 2,655 | $1.4M |
| BlackDiamond Wealth Management, LLC | 0.85% | Reduce -0.6% | 2,552 | $1.4M |
| Strategic Financial Partners, Ltd. | 0.71% | Add +2.0% | 2,641 | $1.4M |
| Marietta Investment Partners LLC | 0.30% | No change | 2,638 | $1.4M |
| BHK Investment Advisors, LLC | 0.52% | No change | 2,617 | $1.4M |
| Whalen Wealth Management Inc. | 0.98% | New | 2,615 | $1.4M |
| Constant Guidance Financial LLC | 1.17% | Add +10.2% | 4,330 | $1.4M |
| Eclectic Associates Inc. | 0.54% | Add +55.0% | 2,614 | $1.4M |
| Jim Saulnier & Associates, LLC | 1.35% | — | 2,611 | $1.4M |
| Valley Financial Group, Inc. | 0.96% | Reduce -1.5% | 2,605 | $1.4M |
| Moloney Securities Asset Management, LLC | 0.18% | Add +0.9% | 2,597 | $1.4M |
| Quantum Portfolio Management LLC | 0.74% | New | 2,594 | $1.4M |
| EagleClaw Capital Managment, LLC | 0.23% | No change | 2,592 | $1.4M |
| Beacon Financial Advisory LLC | 0.46% | Reduce -17.7% | 2,591 | $1.4M |
| Watts Gwilliam & Co., LLC | 0.30% | — | 2,593 | $1.4M |
| Cyndeo Wealth Partners, LLC | 0.10% | Add +27.0% | 2,582 | $1.4M |
| Tradewinds Capital Management, LLC | 0.36% | Add +12.0% | 2,579 | $1.4M |
| LJI Wealth Management, LLC | 0.28% | Add +0.9% | 2,574 | $1.4M |
| Valtinson Bruner Financial Planning LLC | 0.47% | Reduce -0.5% | 2,571 | $1.4M |
| Adamsbrown Wealth Consultants LLC | 0.47% | Add +6.7% | 2,565 | $1.4M |
| Rockingstone Advisors LLC | 0.66% | Reduce -3.4% | 2,563 | $1.4M |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.63% | Reduce -2.3% | 2,547 | $1.3M |
| MBL Wealth, LLC | 0.14% | Reduce -0.6% | 2,542 | $1.3M |
| Meridian Management Co. | 0.34% | Reduce -1.7% | 2,540 | $1.3M |
| Titleist Asset Management, LLC | 0.19% | Add +7.3% | 2,537 | $1.3M |
| Capital Management Associates | 1.49% | Reduce -37.6% | 2,534 | $1.3M |
| Miller Investment Management, LP | 0.14% | No change | 2,529 | $1.3M |
| Princeton Global Asset Management LLC | 0.26% | Add +187.2% | 2,527 | $1.3M |
| GEM Asset Management, LLC | 0.76% | Reduce -9.6% | 2,552 | $1.3M |
| Cahill Financial Advisors Inc. | 0.18% | Add +3.3% | 2,519 | $1.3M |
| Smith Thornton Advisors LLC | 0.87% | No change | 2,518 | $1.3M |
| Harmony Asset Management LLC | 0.49% | Add +6.8% | 2,517 | $1.3M |
| HCR Wealth Advisors | 0.17% | Add +31.4% | 2,514 | $1.3M |
| PVG Asset Management Corp. | 5.33% | Reduce -23.9% | 2,514 | $1.3M |
| Northeast Financial Group, Inc. | 0.51% | Reduce -31.8% | 2,495 | $1.3M |
| Wick Capital Partners, LLC | 0.42% | Add +0.5% | 2,486 | $1.3M |
| MADDEN SECURITIES Corp | 0.56% | No change | 2,469 | $1.3M |
| Sabal Trust CO | 0.07% | No change | 2,468 | $1.3M |
| Select Asset Management & Trust | 0.48% | Add +4.3% | 2,464 | $1.3M |
| Corundum Group, Inc. | 0.59% | Reduce -48.0% | 2,461 | $1.3M |
| Clarity Wealth Advisors, LLC | 0.38% | Add +4.5% | 2,461 | $1.3M |
| Birch Hill Investment Advisors LLC | 0.06% | No change | 2,452 | $1.3M |
| Evolution Advisers, Inc. | 0.70% | No change | 2,452 | $1.3M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.32% | Reduce -1.0% | 2,443 | $1.3M |
| Greenline Partners, LLC | 0.18% | Reduce -62.9% | 2,442 | $1.3M |
| Fairhaven Wealth Management, LLC | 0.39% | Reduce -0.2% | 2,439 | $1.3M |
| Rovin Capital /Ut/ | 0.48% | Add +0.9% | 2,434 | $1.3M |
| Private Wealth Partners, LLC | 0.10% | Add +1.7% | 2,433 | $1.3M |
| Consolidated Portfolio Review Corp | 0.29% | Add +11.8% | 2,432 | $1.3M |
| Garden State Investment Advisory Services LLC | 0.41% | Reduce -0.9% | 2,418 | $1.3M |
| Benchmark Investment Advisors LLC | 0.91% | Add +0.4% | 2,418 | $1.3M |
| Tolleson Wealth Management, Inc. | 0.24% | Reduce -4.0% | 2,407 | $1.3M |
| Midwest Heritage Bank, FSB | 0.60% | Add +0.2% | 2,411 | $1.3M |
| SFG Wealth Management, LLC. | 0.67% | Add +4.8% | 2,407 | $1.3M |
| Insight Wealth Strategies, LLC | 0.17% | Reduce -4.9% | 2,404 | $1.3M |
| Geometric Wealth Advisors | 0.23% | Add +4.1% | 2,399 | $1.3M |
| Kaizen Financial Strategies | 0.74% | Add +17.1% | 2,392 | $1.3M |
| Meridian Investment Counsel Inc. | 0.38% | Add +66.3% | 2,392 | $1.3M |
| Eagle Bay Advisors LLC | 0.48% | No change | 2,375 | $1.3M |
| Cherrydale Wealth Management, LLC | 0.51% | Reduce -2.9% | 2,380 | $1.3M |
| Brand Asset Management Group, Inc. | 0.49% | Add +5.4% | 2,375 | $1.3M |
| LexAurum Advisors, LLC | 0.28% | Add +29.7% | 2,369 | $1.3M |
| Procyon Advisors, LLC | 0.09% | Reduce -64.2% | 2,365 | $1.2M |
| Cassaday & Co Wealth Management LLC | 0.04% | Add +32.1% | 2,363 | $1.2M |
| Wintrust Investments LLC | 0.92% | Reduce -90.1% | 2,347 | $1.2M |
| McGuire Investment Group, LLC | 0.17% | No change | 2,343 | $1.2M |
| Portside Wealth Group, LLC | 0.21% | Add +12.2% | 2,333 | $1.2M |
| Cross Staff Investments Inc | 0.94% | No change | 2,320 | $1.2M |
| Olistico Wealth, LLC | 0.75% | Reduce -3.5% | 2,318 | $1.2M |
| Coastwise Capital Group, LLC | 1.00% | Add +14.7% | 2,311 | $1.2M |
| CapWealth Advisors, LLC | 0.13% | Add +76.1% | 2,311 | $1.2M |
| Heritage Investment Group, Inc. | 0.23% | Add +2.0% | 2,303 | $1.2M |
| Walter & Keenan Wealth Management LLC /in/ | 0.37% | Add +15.3% | 2,301 | $1.2M |
| Anfield Capital Management, LLC | 0.46% | No change | 2,292 | $1.2M |
| Transform Wealth, LLC | 0.08% | Reduce -4.8% | 2,283 | $1.2M |
| Granite FO LLC | 0.68% | Add +0.0% | 2,287 | $1.2M |
| Summit Place Financial Advisors, LLC | 0.67% | Add +0.2% | 2,278 | $1.2M |
| Richardson Capital Management LLC | 0.84% | Add +1.1% | 2,277 | $1.2M |
| AIFG Consultants Ltd. | 0.91% | Reduce -12.5% | 2,273 | $1.2M |
| SlateStone Wealth, LLC | 0.11% | Add +0.4% | 2,272 | $1.2M |
| Swmg, LLC | 0.49% | Reduce -3.2% | 2,170 | $1.2M |
| Levin Capital Strategies, L.P. | 0.11% | Add +409.5% | 2,252 | $1.2M |
| TFC Financial Management, Inc. | 0.19% | Reduce -6.3% | 2,248 | $1.2M |
| Kathmere Capital Management, LLC | 0.11% | Add +0.2% | 2,246 | $1.2M |
| Gibson Capital, LLC | 0.24% | Add +16.2% | 2,237 | $1.2M |
| Schechter Investment Advisors, LLC | 0.09% | Add +10.2% | 2,235 | $1.2M |
| Beck Capital Management, LLC | 0.31% | Add +9.6% | 2,234 | $1.2M |
| Madison Wealth Partners, Inc | 0.35% | Add +25.7% | 2,231 | $1.2M |
| New Wave Wealth Advisors LLC | 0.54% | Add +112.7% | 2,229 | $1.2M |
| Heritage Oak Wealth Advisors LLC | 0.54% | New | 2,229 | $1.2M |
| Diversified Portfolios, Inc. | 0.12% | Reduce -0.5% | 2,226 | $1.2M |
| Citizens National Bank Trust Department | 0.25% | No change | 2,225 | $1.2M |
| Alkeme Wealth, LLC | 0.52% | Add +0.0% | 2,224 | $1.2M |
| Mustard Seed Financial, LLC | 0.97% | Add +10.6% | 2,224 | $1.2M |
| Melone Private Wealth, LLC | 0.62% | Reduce -9.5% | 2,212 | $1.2M |
| Smallwood Wealth Investment Management, LLC | 0.83% | Add +0.3% | 2,209 | $1.2M |
| HM Payson & Co. | 0.02% | Reduce -17.6% | 2,208 | $1.2M |
| Brophy Wealth Management, LLC | 0.42% | — | 2,206 | $1.2M |
| Cresta Advisors, Ltd. | 0.61% | Add +112.4% | 2,200 | $1.2M |
| CGN Advisors LLC | 0.12% | Add +14.4% | 2,198 | $1.2M |
| Atlantic Edge Private Wealth Management, LLC | 0.35% | Reduce -35.6% | 2,197 | $1.2M |
| Kingfisher Capital LLC | 0.27% | Add +60.1% | 2,188 | $1.2M |
| Verity Asset Management, Inc. | 0.43% | Reduce -9.0% | 2,188 | $1.2M |
| Bernardo Wealth Planning LLC | 0.28% | Add +0.1% | 2,155 | $1.2M |
| Mezzasalma Advisors, LLC | 0.45% | New | 2,183 | $1.2M |
| Capital Investment Counsel, LLC | 0.20% | Reduce -52.2% | 2,178 | $1.1M |
| Community Bank, N.A. | 0.14% | Reduce -4.7% | 2,178 | $1.1M |
| Colonial Trust Advisors | 0.10% | New | 2,177 | $1.1M |
| Stokes Capital Advisors, LLC | 0.29% | Reduce -6.5% | 2,174 | $1.1M |
| Orcam Financial Group | 1.10% | Add +9.5% | 2,147 | $1.1M |
| Glen Eagle Advisors, LLC | 0.19% | Add +0.1% | 2,142 | $1.1M |
| Meeder Advisory Services, Inc. | 0.07% | Reduce -3.4% | 2,136 | $1.1M |
| Edgemoor Investment Advisors, Inc. | 0.10% | Add +5.1% | 2,132 | $1.1M |
| DecisionPoint Financial, LLC | 0.36% | No change | 2,129 | $1.1M |
| Falcon Wealth Planning | 0.13% | Add +146.9% | 2,126 | $1.1M |
| Argonautica Private Wealth Management, Inc. | 0.37% | Add +15.0% | 2,126 | $1.1M |
| Park Place Capital Corp | 0.32% | Add +101.8% | 2,123 | $1.1M |
| Thomasville National Bank | 0.08% | Reduce -5.6% | 2,116 | $1.1M |
| Chapin Davis, Inc. | 0.36% | Add +2.2% | 2,115 | $1.1M |
| Quadrant Private Wealth Management, LLC | 0.28% | Add +98.2% | 2,107 | $1.1M |
| Silicon Valley Capital Partners | 0.15% | Add +0.2% | 2,113 | $1.1M |
| Valley Wealth Managers, Inc. | 0.08% | Add +11.6% | 2,110 | $1.1M |
| Meridian Wealth Advisors, LLC | 0.19% | Add +0.2% | 2,108 | $1.1M |
| Morton Capital Management LLC | 0.22% | Reduce -1.9% | 2,104 | $1.1M |
| Amplius Wealth Advisors, LLC | 0.12% | Add +52.1% | 2,103 | $1.1M |
| Trexquant Investment LP | 0.01% | Add +35.4% | 2,094 | $1.1M |
| MSA Advisors, LLC | 0.28% | New | 2,093 | $1.1M |
| New Millennium Group LLC | 0.71% | Reduce -6.4% | 2,090 | $1.1M |
| Taurus Asset Management, LLC | 0.11% | Reduce -15.9% | 2,090 | $1.1M |
| Stage Harbor Financial, LLC | 1.00% | Reduce -76.9% | 2,053 | $1.1M |
| Sather Financial Group Inc | 0.07% | No change | 2,069 | $1.1M |
| Inscription Capital, LLC | 0.16% | Reduce -15.5% | 2,064 | $1.1M |
| Clear Point Advisors Inc. | 0.84% | Reduce -17.0% | 2,060 | $1.1M |
| Capital Analysts, LLC | 0.04% | Add +3.6% | 2,057 | $1.1M |
| Anderson Hoagland & Co. | 0.11% | No change | 2,059 | $1.1M |
| Up Strategic Wealth Investment Advisors LLC | 1.21% | New | 2,054 | $1.1M |
| Glaxis Capital Management, LLC | 4.23% | Add +0.3% | 2,053 | $1.1M |
| Rezny Wealth Management, Inc. | 0.27% | Reduce -5.7% | 2,053 | $1.1M |
| Toth Financial Advisory Corp. | 0.13% | Reduce -0.9% | 2,049 | $1.1M |
| Blueprint Investment Partners LLC | 0.20% | Add +40.8% | 2,044 | $1.1M |
| Sittner & Nelson, LLC | 0.48% | Reduce -1.9% | 2,042 | $1.1M |
| Family Manage LLC | 0.18% | Add +5.0% | 2,039 | $1.1M |
| Acas, LLC | 0.89% | Reduce -0.8% | 2,038 | $1.1M |
| King Wealth Management Group | 0.17% | Add +3.8% | 2,035 | $1.1M |
| Capital Square, LLC | 0.65% | Add +0.8% | 2,035 | $1.1M |
| CPA Asset Management Group, LLC | 0.52% | Reduce -2.0% | 2,034 | $1.1M |
| Plotkin Financial Advisors, LLC | 0.64% | Reduce -5.7% | 2,030 | $1.1M |
| Bluespring Wealth Management, LLC | 0.11% | Add +15.3% | 2,023 | $1.1M |
| Gradient Investments LLC | 0.02% | Reduce -11.5% | 2,023 | $1.1M |
| Planning Directions Inc. | 0.63% | Reduce -1.8% | 2,020 | $1.1M |
| V2 Financial group LLC | 0.69% | No change | 2,017 | $1.1M |
| Authentikos Wealth Advisory, LLC | 1.02% | New | 2,014 | $1.1M |
| Kanawha Capital Management LLC | 0.08% | Reduce -0.3% | 2,009 | $1.1M |
| SMI Advisory Services, LLC | 0.23% | Add +0.3% | 2,009 | $1.1M |
| Westwood Holdings Group Inc. | 0.01% | No change | 2,004 | $1.1M |
| Fairman Group, LLC | 0.95% | Reduce -5.4% | 1,998 | $1.1M |
| DHJJ Financial Advisors, Ltd. | 0.42% | Add +4.2% | 2,003 | $1.1M |
| IPG Investment Advisors LLC | 0.23% | Add +15.1% | 1,995 | $1.1M |
| Vestor Capital, LLC | 0.08% | Add +139.0% | 1,998 | $1.1M |
| Able Wealth Management LLC | 0.80% | Add +2.6% | 1,993 | $1.1M |
| Arkfeld Wealth Strategies, L.L.C. | 0.51% | Reduce -0.1% | 1,994 | $1.1M |
| Mogy Joel R Investment Counsel Inc. | 0.06% | Reduce -23.2% | 1,990 | $1.1M |
| VERITY Wealth Advisors | 0.74% | No change | 1,985 | $1.0M |
| Wimmer Associates 1, LLC | 0.51% | Reduce -3.6% | 1,983 | $1.0M |
| Scissortail Wealth Management, LLC | 0.25% | Reduce -99.7% | 7 | $1.0M |
| Asset Allocation Strategies LLC | 0.30% | Reduce -1.4% | 1,982 | $1.0M |
| Austin Wealth Management, LLC | 0.23% | No change | 2,003 | $1.0M |
| Lynx Investment Advisory | 0.75% | Add +71.5% | 1,972 | $1.0M |
| Plum Street Advisors, LLC | 0.53% | Add +0.1% | 1,967 | $1.0M |
| Baron Wealth Management LLC | 0.49% | Add +0.4% | 1,948 | $1.0M |
| Voya Investment Management LLC | 0.00% | Add +28.8% | 1,944 | $1.0M |
| Atlas Capital Advisors Inc. | 0.16% | Add +1.3% | 1,940 | $1.0M |
| Fielder Capital Group LLC | 0.34% | New | 1,931 | $1.0M |
| Avenir Corp. | 0.10% | No change | 1,930 | $1.0M |
| Graves Light Lenhart Wealth, Inc. | 0.13% | Add +0.2% | 1,929 | $1.0M |
| Quent Capital, LLC | 0.10% | Add +0.5% | 1,923 | $1.0M |
| Paulson Wealth Management Inc. | 0.27% | Reduce -32.2% | 1,922 | $1.0M |
| Morling Financial Advisors, LLC | 0.39% | No change | 1,921 | $1.0M |
| Gateway Wealth Partners, LLC | 0.28% | Add +7.7% | 1,918 | $1.0M |
| Tull Financial Group, Inc. | 0.61% | — | 1,914 | $1.0M |
| Prostatis Group LLC | 0.33% | Reduce -57.0% | 1,909 | $1.0M |
| Ritter Daniher Financial Advisory LLC / DE | 0.29% | No change | 1,907 | $1.0M |
| FLC Capital Advisors | 0.23% | Add +0.7% | 1,905 | $1.0M |
| Klingenstein Fields & Co. LP | 0.04% | No change | 1,890 | $997K |
| Power Wealth Management LLC | 0.43% | Reduce -1.8% | 1,887 | $996K |
| Mystic Asset Management, Inc. | 0.38% | Add +0.5% | 1,887 | $996K |
| Gill Capital Partners, LLC | 0.36% | No change | 1,882 | $993K |
| Members Trust Co | 0.03% | No change | 1,882 | $993K |
| Twin Peaks Wealth Advisors, LLC | 0.46% | Reduce -47.8% | 1,881 | $993K |
| Boston Financial Mangement LLC | 0.03% | Add +14.5% | 1,882 | $993K |
| Pacific Center for Financial Services | 0.26% | Add +27.0% | 1,873 | $988K |
| Financial Futures Ltd Liability Co. | 0.57% | No change | 1,872 | $988K |
| Lam Group, Inc. | 0.70% | No change | 1,870 | $987K |
| Allred Capital Management, LLC | 0.39% | No change | 1,867 | $985K |
| Integrity Financial Corp | 0.58% | Add +13.1% | 1,861 | $982K |
| Retirement Planning Co of New England, Inc. | 0.49% | Add +11.2% | 1,857 | $980K |
| Pioneer Wealth Management Group | 0.47% | Add +0.1% | 1,854 | $979K |
| Financial Insights, Inc. | 0.32% | Reduce -11.6% | 1,853 | $978K |
| KCM Investment Advisors LLC | 0.03% | Add +1.6% | 1,851 | $977K |
| Aurora Private Wealth, Inc. | 0.76% | Add +0.1% | 1,844 | $973K |
| Duncker Streett & Co. Inc. | 0.18% | Add +0.1% | 1,842 | $972K |
| FRG Family Wealth Advisors LLC | 0.17% | No change | 1,840 | $971K |
| Peoples Financial Services Corp. | 0.44% | Reduce -3.7% | 1,836 | $969K |
| Affinity Capital Advisors, LLC | 0.19% | Add +39.9% | 1,832 | $967K |
| Alpha Financial Partners LLC | 0.69% | Add +3.0% | 1,830 | $966K |
| Ehrlich Financial Group | 0.69% | Add +98.0% | 1,830 | $966K |
| First Community Trust NA | 0.79% | No change | 1,830 | $966K |
| Madison Park Capital Advisors, LLC | 0.72% | Add +0.4% | 1,827 | $964K |
| Fort Pitt Capital Group, LLC | 0.03% | Add +0.3% | 1,826 | $964K |
| Presilium Private Wealth, LLC | 0.22% | Add +1.0% | 1,823 | $962K |
| Institute for Wealth Management, LLC. | 0.12% | Reduce -6.8% | 1,820 | $960K |
| Latitude Advisors, LLC | 0.54% | Add +8.2% | 1,815 | $957K |
| Capstone Wealth Management Group, LLC | 0.57% | Add +0.1% | 1,812 | $956K |
| TLWM | 0.19% | Add +13.0% | 1,812 | $956K |
| Herbst Group, LLC | 0.59% | Add +1.5% | 1,808 | $954K |
| Wallace Capital Management Inc. | 0.13% | Add +6.3% | 1,807 | $954K |
| Main Management LLC | 0.08% | No change | 1,807 | $953K |
| Invst, LLC | 0.12% | Reduce -29.6% | 1,801 | $950K |
| Northwest Capital Management Inc | 0.34% | Add +0.1% | 1,791 | $945K |
| Arcadia Investment Advisors LLC | 0.51% | No change | 1,790 | $945K |
| Austin Private Wealth, LLC | 0.09% | Add +50.5% | 1,789 | $944K |
| Mission Creek Capital Partners, Inc. | 0.22% | Add +38.3% | 1,781 | $940K |
| Howe & Rusling Inc. | 0.08% | Add +43.4% | 1,767 | $933K |
| Spectrum Planning & Advisory Services Inc. | 0.89% | Add +13.2% | 1,764 | $931K |
| Formidable Asset Management, LLC | 0.15% | Reduce -11.3% | 1,756 | $926K |
| NorthCrest Asset Manangement, LLC | 0.03% | Add +27.1% | 1,749 | $923K |
| Unique Wealth, LLC | 0.21% | Add +10.1% | 1,749 | $923K |
| Barrett & Company, Inc. | 0.40% | No change | 1,748 | $922K |
| Financial Connections Group, Inc. | 0.45% | Reduce -1.7% | 1,749 | $922K |
| Financial Freedom, LLC | 0.49% | Add +0.1% | 1,741 | $918K |
| LCNB Corp. | 0.33% | New | 1,740 | $918K |
| Acorn Wealth Advisors, LLC | 0.39% | Reduce -1.5% | 1,739 | $917K |
| Interactive Financial Advisors, Inc. | 0.47% | Add +0.6% | 1,735 | $916K |
| RiverFront Investment Group, LLC | 0.02% | Add +29.2% | 1,735 | $916K |
| Moss Adams Wealth Advisors LLC | 0.10% | Add +7.8% | 1,716 | $908K |
| Apollon Financial, LLC | 0.27% | Add +0.3% | 1,717 | $906K |
| McRae Capital Management Inc. | 0.18% | No change | 1,717 | $906K |
| FreeGulliver LLC | 0.54% | Add +0.4% | 1,717 | $906K |
| Twin City Private Wealth, LLC | 0.78% | Add +0.7% | 1,709 | $904K |
| Resources Management Corp. /CT/ | 0.12% | Add +58.9% | 1,714 | $904K |
| Trueblood Wealth Management, LLC | 0.45% | Add +61.3% | 1,707 | $901K |
| Richard P Slaughter Associates Inc | 0.21% | Reduce -1.4% | 1,707 | $900K |
| WealthBridge Capital Management, LLC | 0.26% | Add +4.7% | 1,703 | $898K |
| RB Capital Management, LLC | 0.22% | Add +26.2% | 1,702 | $898K |
| Smith Salley Wealth Management | 0.06% | Add +35.0% | 1,689 | $891K |
| Williams & Novak, LLC | 0.83% | Reduce -8.2% | 1,688 | $891K |
| Eagle Global Advisors LLC | 0.04% | No change | 1,684 | $889K |
| NTV Asset Management LLC | 0.12% | Add +0.2% | 1,684 | $889K |
| Wealth Dimensions Group, Ltd. | 0.23% | Add +4.7% | 1,683 | $888K |
| Wade Financial Advisory, Inc | 0.30% | Reduce -0.5% | 1,683 | $888K |
| Dudley Capital Management, LLC | 0.46% | Add +1.0% | 1,682 | $888K |
| Washington Capital Management, Inc. | 0.68% | No change | 1,675 | $884K |
| Burns J W & Co. Inc. | 0.11% | Add +0.2% | 1,674 | $883K |
| First Financial Bank - Trust Division | 0.08% | Add +0.4% | 1,673 | $883K |
| Shaker Investments LLC | 0.37% | Add +0.3% | 1,672 | $882K |
| Advance Capital Management, Inc. | 0.04% | Reduce -0.9% | 1,671 | $882K |
| Peak Planning Group, LLC | 0.39% | Add +67.1% | 1,669 | $881K |
| North Point Portfolio Managers Corp. | 0.14% | New | 1,668 | $880K |
| Empirical Finance, LLC | 0.05% | Add +0.4% | 1,663 | $877K |
| Signet Financial Management, LLC | 0.11% | Reduce -0.2% | 1,662 | $877K |
| Capstone Financial Advisors, Inc. | 0.05% | Add +1.2% | 1,659 | $876K |
| Madrona Financial Services, LLC | 0.24% | Add +1.8% | 1,657 | $875K |
| Essex LLC | 0.18% | Add +28.4% | 1,651 | $871K |
| Wolff Wiese Magana LLC | 0.59% | Add +52.8% | 1,644 | $867K |
| Moneco Advisors, LLC | 0.11% | Add +9.0% | 1,639 | $865K |
| Hudson Value Partners, LLC | 0.34% | No change | 1,637 | $864K |
| Dupree Financial Group, LLC | 0.37% | Add +3.9% | 1,634 | $862K |
| Addison Advisors LLC | 0.24% | Add +2.6% | 1,628 | $859K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.24% | Add +20.4% | 1,625 | $858K |
| First Nebraska Trust Co | 0.08% | No change | 1,624 | $857K |
| Carrera Capital Advisors | 0.21% | New | 1,612 | $853K |
| ORBA Wealth Advisors, L.L.C. | 0.43% | Add +44.1% | 1,614 | $852K |
| Cornell Pochily Investment Advisors, Inc. | 0.29% | Reduce -8.5% | 1,606 | $848K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.08% | Add +1.7% | 1,586 | $837K |
| Oakwell Private Wealth Management, LLC | 0.24% | No change | 1,583 | $835K |
| Sachetta, LLC | 0.33% | Add +10.5% | 1,573 | $830K |
| Benchmark Financial Wealth Advisors, LLC | 0.28% | Add +4.0% | 1,568 | $827K |
| Dimension Capital Management LLC | 0.16% | No change | 1,565 | $826K |
| HighMark Wealth Management LLC | 0.45% | Add +0.4% | 1,561 | $824K |
| Penn Davis McFarland Inc. | 0.09% | Reduce -4.6% | 1,560 | $823K |
| Broadview Financial Management, LLC | 0.56% | Reduce -8.3% | 1,560 | $823K |
| Significant Wealth Partners LLC | 0.42% | Add +1.4% | 1,556 | $821K |
| Boyce & Associates Wealth Consulting, Inc. | 0.85% | No change | 1,554 | $820K |
| Woodley Farra Manion Portfolio Management Inc. | 0.04% | No change | 1,545 | $818K |
| Synergy Financial Group, LTD | 0.77% | Add +0.9% | 1,546 | $816K |
| Ironwood Financial, llc | 0.17% | Add +5.1% | 1,542 | $814K |
| City State Bank | 0.30% | Reduce -3.1% | 1,541 | $813K |
| Azimuth Capital Investment Management LLC | 0.03% | Reduce -10.2% | 1,537 | $811K |
| Brogan Financial, Inc. | 0.46% | Add +58.8% | 1,536 | $811K |
| First Wilshire Securities Management Inc. | 0.23% | No change | 1,533 | $809K |
| Pathway Financial Advisors LLC | 0.21% | Add +0.2% | 1,529 | $807K |
| Lake Hills Wealth Management, LLC | 0.54% | Add +33.7% | 1,527 | $806K |
| FC Advisory LLC | 0.27% | New | 1,523 | $804K |
| B & T Capital Management DBA Alpha Capital Management | 0.15% | Reduce -27.6% | 1,515 | $799K |
| Lane & Associates LLC | 0.44% | Add +0.4% | 1,515 | $799K |
| Watchman Group, Inc. | 0.21% | Reduce -4.3% | 1,515 | $799K |
| Forum Private Client Group LLC | 0.36% | Reduce -4.4% | 1,515 | $799K |
| Lakewood Asset Management LLC | 0.55% | Reduce -6.7% | 1,514 | $799K |
| Covington Investment Advisors Inc. | 0.12% | Reduce -3.5% | 1,511 | $797K |
| Walker Asset Management, LLC | 0.49% | Reduce -0.8% | 1,507 | $795K |
| Steigerwald, Gordon & Koch Inc. | 0.09% | Add +2.2% | 1,505 | $794K |
| Chiron Capital Management, LLC | 0.70% | Add +1.3% | 1,502 | $793K |
| Iron Horse Wealth Management, LLC | 0.27% | Add +26.1% | 1,499 | $791K |
| Arbor Wealth Advisors LLC | 0.71% | No change | 1,496 | $789K |
| Catalyst Private Wealth, LLC | 0.39% | Add +1.4% | 1,494 | $788K |
| Patton Albertson Miller Group, LLC | 0.11% | Add +47.0% | 1,492 | $787K |
| Creekside Partners | 0.41% | Reduce -9.8% | 1,492 | $787K |
| Revisor Wealth Management LLC | 0.49% | Reduce -0.7% | 1,491 | $787K |
| Moody LYNN Lieberson & Walker, LLC | 0.05% | Reduce -0.7% | 1,485 | $784K |
| Van Hulzen Asset Management, LLC | 0.06% | Add +17.4% | 1,480 | $781K |
| Buska Wealth Management, LLC | 0.27% | Reduce -3.1% | 1,478 | $780K |
| Kestra Investment Management, LLC | 0.03% | New | 1,478 | $780K |
| Integrity Wealth Solutions LLC | 0.45% | Add +1.5% | 1,470 | $778K |
| Heritage Wealth Management, Inc. | 0.70% | Add +62.9% | 1,474 | $778K |
| Pavion Blue Capital, LLC | 0.36% | No change | 1,471 | $776K |
| DiNuzzo Private Wealth, Inc. | 0.10% | No change | 1,468 | $775K |
| Cumberland Partners Ltd | 0.05% | No change | 1,463 | $772K |
| Fingerlakes Wealth Management, Inc. | 0.64% | Add +2.4% | 1,463 | $772K |
| Great Lakes Advisors, LLC | 0.01% | Reduce -2.3% | 1,456 | $768K |
| Congress Asset Management Co. | 0.01% | Reduce -3.0% | 1,454 | $767K |
| Summit Asset Management, LLC | 0.09% | No change | 1,453 | $767K |
| Colonial Trust Co / SC | 0.12% | Add +74.9% | 1,450 | $765K |
| Wealth Alliance, LLC | 0.09% | Add +0.6% | 1,449 | $764K |
| Trivant Custom Portfolio Group, LLC | 0.44% | No change | 1,447 | $764K |
| Tamar Securities, LLC | 0.11% | Add +46.5% | 1,443 | $762K |
| Bouchey Financial Group, Ltd. | 0.07% | Add +15.6% | 1,438 | $759K |
| Curtis Advisory Group, LLC | 0.22% | Add +23.2% | 1,439 | $759K |
| Griffin Asset Management, Inc. | 0.08% | Add +1.7% | 1,437 | $758K |
| Wealth Forward, LLC | 0.53% | No change | 1,437 | $758K |
| Triton Wealth Management, PLLC | 0.43% | Reduce -1.0% | 1,445 | $756K |
| Abundance Wealth Counselors | 0.16% | New | 1,430 | $755K |
| Financial Management Network Inc. | 0.16% | Reduce -1.2% | 1,433 | $755K |
| Tillman Hartley LLC | 0.22% | No change | 1,430 | $755K |
| Astoria Strategic Wealth, Inc. | 0.22% | No change | 1,430 | $755K |
| Collaborative Wealth Managment Inc. | 0.34% | Reduce -2.2% | 1,426 | $752K |
| Shira Ridge Wealth Management | 0.38% | No change | 1,424 | $751K |
| Refined Wealth Management | 0.58% | Add +1.2% | 1,423 | $751K |
| REDW Wealth LLC | 0.19% | No change | 1,423 | $751K |
| Pine Harbor Wealth Management, LLC | 0.37% | Add +0.5% | 1,418 | $749K |
| Clarity Financial LLC | 0.09% | Add +18.8% | 1,417 | $748K |
| CX Institutional | 0.03% | Reduce -36.1% | 1,416 | $747K |
| Sequent Planning LLC | 0.26% | Reduce -20.1% | 1,415 | $747K |
| Interchange Capital Partners, LLC | 0.27% | Add +0.1% | 1,413 | $746K |
| WealthPLAN Partners, LLC | 0.10% | Reduce -19.4% | 1,406 | $742K |
| Consilium Wealth Advisory, LLC | 0.40% | Reduce -1.5% | 1,403 | $740K |
| Strategy Asset Managers LLC | 0.14% | Add +72.9% | 1,402 | $740K |
| Ashford Advisors, LLC | 0.17% | No change | 1,402 | $740K |
| Ethos Financial Group, LLC | 0.12% | Add +23.5% | 1,396 | $739K |
| Lakeside Advisors, INC. | 0.46% | No change | 1,400 | $739K |
| Porter White Investment Advisors, Inc. | 0.37% | No change | 1,396 | $737K |
| McLean Asset Management Corp | 0.22% | Add +0.9% | 1,398 | $736K |
| Avestar Capital, LLC | 0.08% | Reduce -3.3% | 1,389 | $735K |
| Berkshire Asset Management LLC | 0.04% | No change | 1,463 | $732K |
| Cahaba Wealth Management, Inc. | 0.06% | Add +19.9% | 1,385 | $731K |
| Summit X, LLC | 0.18% | No change | 1,459 | $730K |
| Unique Wealth Strategies, LLC | 0.31% | Reduce -39.4% | 1,375 | $726K |
| Cornerstone Planning Group LLC | 0.19% | Reduce -21.8% | 1,356 | $725K |
| Rinkey Investments | 0.23% | Reduce -9.1% | 1,372 | $724K |
| Kirtland Hills Capital Management, LLC | 0.40% | Add +89.3% | 1,365 | $720K |
| Teachers Insurance & Annuity Association of America | 1.10% | — | 1,363 | $719K |
| Two West Capital Advisors LLC | 0.58% | No change | 1,362 | $719K |
| Allen Capital Group, LLC | 0.09% | Reduce -8.5% | 1,358 | $717K |
| Retirement Solution LLC | 0.17% | New | 1,346 | $710K |
| Beckerman Institutional, LLC | 0.60% | — | 1,346 | $710K |
| XTX Topco Ltd | 0.05% | Add +7.3% | 1,343 | $709K |
| Howard Capital Management Group, LLC | 0.05% | Add +0.1% | 1,341 | $708K |
| Bedell Frazier Investment Counselling, LLC | 0.17% | Add +1.1% | 1,330 | $702K |
| Pineridge Advisors LLC | 0.27% | Reduce -1.0% | 1,329 | $701K |
| Galvin, Gaustad & Stein, LLC | 0.06% | No change | 1,328 | $701K |
| Maiden Cove Capital, LLC | 1.09% | Add +11.3% | 1,327 | $700K |
| Amara Financial, Llc. | 0.67% | — | 1,326 | $700K |
| Investmark Advisory Group LLC | 0.34% | Add +0.4% | 1,323 | $698K |
| Foster & Motley Inc. | 0.04% | Reduce -4.5% | 1,320 | $697K |
| Central Bank & Trust Co. | 0.10% | Add +3.3% | 1,316 | $694K |
| Sandhill Capital Partners LLC | 0.05% | Add +65.3% | 1,311 | $692K |
| Maple Capital Management, Inc. | 0.05% | Add +16.3% | 1,305 | $689K |
| Dearborn Partners LLC | 0.03% | Add +2.8% | 1,301 | $686K |
| Strata Wealth Advisors, LLC | 0.22% | Add +29.1% | 1,298 | $685K |
| Cahill Wealth Management, LLC | 0.35% | Add +16.3% | 1,296 | $684K |
| CBIZ Investment Advisory Services, LLC | 0.04% | Reduce -10.5% | 1,291 | $683K |
| American Money Management, LLC | 0.14% | Reduce -40.9% | 1,292 | $682K |
| Balefire, LLC | 0.23% | Add +6.9% | 1,290 | $681K |
| Strategic Wealth Partners, Ltd. | 0.07% | Add +5.7% | 1,289 | $680K |
| Essential Planning, LLC. | 0.28% | Reduce -0.2% | 1,288 | $680K |
| Emprise Bank | 0.39% | Reduce -1.8% | 1,286 | $679K |
| Castleview Partners, LLC | 0.39% | Add +1.6% | 1,286 | $678K |
| Hibernia Wealth Partners, LLC | 0.23% | Add +193.2% | 1,284 | $678K |
| Sinecera Capital, LLC | 0.81% | Add +67.0% | 1,279 | $675K |
| GAMMA Investing LLC | 0.07% | Add +6.3% | 1,276 | $673K |
| 49 Wealth Management, LLC | 0.11% | Add +0.3% | 1,276 | $673K |
| Gould Asset Management LLC | 0.14% | Reduce -1.2% | 1,271 | $671K |
| Meridian Financial Advisors, LLC | 0.45% | Add +4.6% | 1,266 | $668K |
| Valley National Advisers Inc. | 0.12% | No change | 1,265 | $667K |
| Signature Wealth Management Group | 0.27% | Add +43.2% | 1,263 | $666K |
| STAR Financial Bank | 0.45% | New | 1,260 | $665K |
| Rothschild Capital Partners, LLC | 0.18% | Reduce -2.1% | 1,254 | $662K |
| Concorde Asset Management, LLC | 0.37% | Add +3.6% | 1,251 | $660K |
| SPC Financial, Inc. | 0.06% | Reduce -38.6% | 1,248 | $659K |
| RDA Financial Network | 0.20% | Reduce -2.6% | 1,248 | $658K |
| Northern Capital Management, Inc. | 0.42% | Reduce -7.6% | 1,247 | $658K |
| Foguth Wealth Management, LLC. | 0.24% | Reduce -58.4% | 1,245 | $656K |
| Mills Wealth Advisors LLC | 0.45% | Reduce -1.9% | 1,242 | $655K |
| Old Second National Bank of Aurora | 0.16% | New | 1,240 | $654K |
| Berkeley Capital Partners, LLC | 0.19% | Add +1.2% | 1,237 | $653K |
| Cerro Pacific Wealth Advisors LLC | 0.25% | No change | 1,299 | $650K |
| Firestone Capital Management | 0.16% | Reduce -22.6% | 1,230 | $649K |
| TBH Global Asset Management, LLC | 0.14% | Add +3.1% | 1,228 | $648K |
| Harvest Investment Advisors, LLC | 0.44% | No change | 1,225 | $646K |
| Tilia Fiduciary Partners, Inc. | 0.45% | Add +0.3% | 1,221 | $644K |
| Jessup Wealth Management, Inc | 0.30% | Reduce -61.8% | 1,220 | $644K |
| Beacon Wealthcare LLC | 0.26% | Add +62.6% | 1,216 | $642K |
| Tidemark, LLC | 0.26% | Reduce -0.1% | 1,215 | $642K |
| TrinityPoint Wealth, LLC | 0.09% | Add +18.0% | 1,215 | $641K |
| Tarbox Family Office, Inc. | 0.10% | Reduce -0.3% | 1,215 | $641K |
| Capital Counsel LLC | 0.03% | Add +4.9% | 1,213 | $640K |
| Knightsbridge Asset Management, LLC | 0.14% | Add +10.3% | 1,210 | $638K |
| Woodward Diversified Capital, LLC | 0.40% | Add +1.1% | 1,207 | $637K |
| Jamison Private Wealth Management, Inc. | 0.10% | Add +0.3% | 1,206 | $636K |
| Meredith Wealth Planning | 0.30% | Add +8.9% | 1,206 | $636K |
| Ironvine Capital Partners, LLC | 0.07% | No change | 1,205 | $636K |
| Tower View Wealth Management LLC | 0.35% | Reduce -2.0% | 1,203 | $635K |
| Aquire Wealth Advisors, LLC | 0.20% | Add +0.4% | 1,202 | $634K |
| Kennedy Investment Group, Inc. | 0.29% | Add +0.3% | 1,195 | $630K |
| Legacy Bridge, LLC | 0.34% | Add +3.5% | 1,192 | $629K |
| Warther Private Wealth, LLC | 0.22% | New | 1,190 | $628K |
| Wealth Management Associates, Inc. | 0.28% | Reduce -2.5% | 1,188 | $627K |
| Wealthcare Capital Management LLC | 0.06% | Reduce -6.0% | 1,182 | $624K |
| Lakeridge Wealth Management LLC | 0.34% | Reduce -24.8% | 1,177 | $621K |
| Family Capital Management, Inc. | 0.40% | No change | 1,175 | $620K |
| Halbert Hargrove Global Advisors, LLC | 0.03% | Add +160.9% | 1,174 | $620K |
| Swisher Financial Concepts, Inc. | 0.39% | Add +107.2% | 1,206 | $619K |
| First Trust Direct Indexing L.P. | 0.03% | Add +4.5% | 1,169 | $617K |
| Regent Peak Wealth Advisors LLC | 0.14% | Reduce -5.3% | 1,168 | $616K |
| Beacon Financial Planning, Inc. | 0.38% | Add +3.6% | 1,168 | $616K |
| Shepherd Kaplan Krochuk, LLC | 0.46% | Add +0.1% | 1,167 | $616K |
| Source Financial Advisors LLC | 0.18% | No change | 1,167 | $616K |
| Highland Capital Management, LLC | 0.04% | Add +0.9% | 1,166 | $615K |
| Fortitude Advisory Group L.L.C. | 0.39% | Add +0.6% | 1,161 | $612K |
| JNBA Financial Advisors | 0.06% | Add +10.6% | 1,160 | $612K |
| Montis Financial, LLC | 0.22% | Reduce -5.8% | 1,160 | $612K |
| Bar Harbor Wealth Management | 0.04% | Reduce -27.6% | 1,160 | $612K |
| Financial Advisors, LLC | 0.12% | No change | 1,158 | $611K |
| Bulltick Wealth Management, LLC | 0.15% | New | 1,154 | $611K |
| RPS Advisory Solutions LLC | 0.44% | No change | 1,156 | $610K |
| Cullen Investment Group, LTD. | 0.09% | Add +16.4% | 1,155 | $609K |
| Covenant Asset Management, LLC | 0.14% | Reduce -2.1% | 1,154 | $609K |
| MTM Investment Management, LLC | 0.24% | Add +109.5% | 1,152 | $607K |
| Advisory Resource Group | 0.13% | Add +0.3% | 1,149 | $607K |
| AAF Wealth Management, LLC | 0.31% | Add +0.3% | 1,149 | $606K |
| Waypoint Capital Advisors, LLC | 0.13% | Add +1.1% | 1,148 | $606K |
| Morningstar Investment Services LLC | 0.01% | Reduce -12.9% | 1,146 | $602K |
| Alaska Permanent Fund Corp | 0.01% | No change | 1,139 | $601K |
| Pacific Financial Group Inc. | 0.44% | Reduce -1.1% | 1,138 | $600K |
| IMA Advisory Services, Inc. | 0.13% | New | 1,134 | $600K |
| Cordant, Inc. | 0.31% | Add +2732.5% | 1,133 | $598K |
| Main Street Group, LTD | 0.27% | Reduce -6.4% | 1,131 | $597K |
| Gryphon Financial Partners LLC | 0.08% | Reduce -1.8% | 1,126 | $594K |
| Iron Gate Global Advisors LLC | 0.08% | Add +35.5% | 1,126 | $594K |
| Intelligence Driven Advisers, LLC | 0.08% | Reduce -6.2% | 1,126 | $594K |
| Mountain Pacific Investment Advisers LLC | 0.04% | Add +24.3% | 1,125 | $594K |
| Focused Wealth Management, Inc | 0.08% | Add +1.1% | 444 | $592K |
| Hoge Financial Services, LLC | 0.44% | Add +5.6% | 1,116 | $589K |
| Trellis Wealth Advisors LLC | 0.29% | Add +12.2% | 1,114 | $588K |
| USAdvisors Wealth Management, LLC | 0.21% | Add +1.6% | 1,118 | $587K |
| Sunbelt Securities, Inc. | 0.06% | Reduce -19.2% | 1,110 | $585K |
| Opes Wealth Management LLC | 0.11% | Add +4.7% | 1,109 | $585K |
| Northwest Bank & Trust Co | 0.44% | No change | 1,108 | $585K |
| ETF Store, Inc. | 0.60% | Reduce -8.5% | 1,107 | $584K |
| Chesapeake Wealth Management | 0.20% | No change | 1,106 | $584K |
| Elk River Wealth Management LLC | 0.11% | No change | 1,099 | $582K |
| Darwin Wealth Management, LLC | 0.16% | New | 1,102 | $582K |
| Howard Financial Services, LTD. | 0.08% | Add +43.1% | 1,102 | $581K |
| Campion Asset Management | 0.43% | No change | 1,100 | $580K |
| 3EDGE Asset Management, LP | 0.04% | No change | 1,100 | $580K |
| Grey Fox Wealth Advisors, LLC | 0.16% | Add +87.6% | 1,090 | $577K |
| Colton Groome Financial Advisors, LLC | 0.22% | Reduce -0.2% | 1,093 | $577K |
| Coston, McIsaac & Partners | 0.16% | Add +3.7% | 1,094 | $576K |
| Shakespeare Wealth Management, LLC | 0.15% | Add +46.4% | 1,091 | $576K |
| Financial Partners Group, LLC | 0.22% | No change | 1,088 | $574K |
| Towercrest Capital Management | 0.09% | Add +0.3% | 1,084 | $572K |
| Peterson Wealth Advisors, LLC | 0.11% | Add +62.1% | 1,083 | $571K |
| Wells Trecaso Financial Group, LLC | 0.19% | Reduce -4.8% | 1,082 | $571K |
| First Citizens Financial Corp | 0.30% | No change | 1,080 | $570K |
| Bay Rivers Group | 0.28% | No change | 1,080 | $570K |
| Curi Capital, LLC | 0.01% | Add +4.0% | 1,079 | $569K |
| Armor Investment Advisors, LLC | 0.24% | No change | 1,077 | $569K |
| Dominguez Wealth Management Solutions, Inc. | 0.41% | Add +0.1% | 1,077 | $568K |
| Mma Asset Management LLC | 0.15% | Add +73.3% | 1,241 | $568K |
| 626 Financial, LLC | 0.31% | Add +0.3% | 1,076 | $568K |
| Hurlow Wealth Management Group, Inc. | 0.18% | Reduce -1.9% | 1,073 | $566K |
| New Hampshire Trust | 0.12% | No change | 1,064 | $561K |
| Holderness Investments Co. | 0.12% | Add +16.1% | 1,060 | $559K |
| Santori & Peters, Inc. | 0.22% | Reduce -0.1% | 1,058 | $558K |
| Van Den Berg Management I, Inc. | 0.16% | Reduce -15.2% | 1,058 | $558K |
| Legacy Wealth Asset Management, LLC | 0.15% | Add +0.8% | 1,057 | $558K |
| Great Lakes Retirement, Inc. | 0.07% | Reduce -2.5% | 1,053 | $557K |
| Harbor Group, Inc. | 0.13% | Reduce -4.3% | 1,056 | $557K |
| American Institute for Advanced Investment Management, LLP | 0.40% | Reduce -7.9% | 1,054 | $556K |
| Lodestone Wealth Management LLC | 0.28% | Reduce -1.9% | 1,051 | $555K |
| White Pine Capital LLC | 0.19% | No change | 1,050 | $554K |
| Laidlaw Wealth Management LLC | 0.27% | Add +2.3% | 1,048 | $553K |
| Paragon Financial Partners, Inc. | 0.40% | Add +17.2% | 1,044 | $551K |
| OLIO Financial Planning | 0.23% | No change | 1,255 | $550K |
| Missouri Trust & Investment Co | 0.19% | No change | 1,039 | $548K |
| Overbrook Management Corp | 0.13% | Reduce -43.1% | 1,038 | $548K |
| Trifecta Capital Advisors, LLC | 0.11% | No change | 1,038 | $548K |
| HTLF Bank | 0.06% | Add +19.2% | 1,035 | $546K |
| Hartford Financial Management Inc. | 0.11% | No change | 1,034 | $546K |
| WFA of San Diego, LLC | 0.46% | No change | 1,032 | $545K |
| Avalon Advisory Group | 0.25% | Add +2.6% | 1,032 | $545K |
| Prosperity Consulting Group, LLC | 0.04% | Add +60.7% | 1,030 | $544K |
| Rothschild & Co Wealth Management UK Ltd | 0.01% | Reduce -34.7% | 1,028 | $542K |
| Signature Resources Capital Management, LLC | 0.49% | Reduce -1.1% | 1,025 | $541K |
| Roberts Financial Services LLC | 0.10% | No change | 1,025 | $541K |
| Stone Summit Wealth LLC | 0.17% | No change | 1,023 | $540K |
| Luts & Greenleigh Group, Inc. | 0.52% | No change | 1,021 | $539K |
| Sherrill & Hutchins Financial Advisory, Inc | 0.47% | Add +0.4% | 1,021 | $539K |
| Triumph Capital Management | 0.19% | Add +9.7% | 1,015 | $537K |
| Coastal Bridge Advisors, LLC | 0.13% | Add +37.1% | 1,017 | $537K |
| Sharp Wealth Advisory, LLC | 0.41% | Add +3.0% | 1,016 | $536K |
| Squire Investment Management Company, LLC | 0.25% | Add +114.8% | 1,016 | $536K |
| Bigelow Investment Advisors, LLC | 0.24% | Reduce -19.9% | 1,015 | $536K |
| RAM Investment Partners, LLC | 0.14% | Add +0.3% | 1,015 | $536K |
| Lee Financial Co | 0.08% | Reduce -5.1% | 1,009 | $534K |
| William Howard & Co Financial Advisors Inc | 0.45% | Add +12.7% | 1,011 | $533K |
| LifePro Asset Management | 0.33% | Reduce -2.8% | 1,007 | $531K |
| Elevation Point Wealth Partners, LLC | 0.05% | Add +102.4% | 1,006 | $531K |
| Ulland Investment Advisors, LLC | 0.39% | Add +1.0% | 1,000 | $528K |
| Farmers Trust Co. | 0.10% | No change | 1,000 | $528K |
| Pathway Financial Advisers, LLC | 0.24% | Add +12.5% | 996 | $526K |
| Rosenblum Silverman Sutton S F Inc. | 0.13% | Add +3.3% | 991 | $523K |
| Sei Investments Co. | 0.00% | Add +33.0% | 991 | $523K |
| 1832 Asset Management L.P. | 0.00% | Add +1.6% | 990 | $522K |
| O'Dell Group, LLC | 0.12% | Add +8.1% | 990 | $522K |
| Hedeker Wealth, LLC | 0.14% | Add +32.8% | 989 | $522K |
| Strait & Sound Wealth Management LLC | 0.25% | Reduce -3.7% | 987 | $521K |
| Noesis Capital Mangement Corp. | 0.10% | Add +141.3% | 987 | $521K |
| Sicart Associates LLC | 0.18% | No change | 982 | $520K |
| Navalign, LLC | 0.15% | Add +1.0% | 985 | $520K |
| Goelzer Investment Management, Inc. | 0.03% | Reduce -0.1% | 982 | $518K |
| MidAtlantic Capital Management, Inc. | 0.38% | Reduce -2.2% | 981 | $518K |
| Brandywine Oak Private Wealth LLC | 0.05% | Add +0.5% | 981 | $517K |
| tru Independence LLC | 0.15% | Add +1.6% | 979 | $517K |
| Fortis Group Advisors, LLC | 0.10% | Reduce -0.8% | 978 | $516K |
| Willow Creek Wealth Management Inc. | 0.05% | No change | 977 | $516K |
| National Wealth Management Group, LLC | 0.35% | Reduce -12.5% | 975 | $515K |
| Mason Investment Advisory Services, Inc. | 0.03% | Reduce -1.3% | 975 | $514K |
| Shulman DeMeo Asset Management LLC | 0.13% | Add +0.1% | 974 | $514K |
| Main Street Research LLC | 0.03% | Reduce -0.4% | 968 | $512K |
| Almitas Capital LLC | 0.18% | New | 970 | $512K |
| LifeSteps Financial, Inc. | 0.40% | No change | 969 | $511K |
| Poehling Capital Management, INC. | 0.13% | No change | 969 | $511K |
| Arax Advisory Partners | 0.05% | Add +36.9% | 968 | $511K |
| Claret Asset Management Corp | 0.08% | Add +83.5% | 967 | $510K |
| Old North State Wealth Management, LLC | 0.28% | Add +3.1% | 961 | $508K |
| W Advisors, LLC | 0.31% | Reduce -50.4% | 962 | $508K |
| Manhattan West Asset Management, LLC | 0.13% | Reduce -12.6% | 961 | $507K |
| PrairieView Partners, LLC | 0.05% | Add +2.1% | 963 | $507K |
| Heartwood Wealth Advisors LLC | 0.06% | No change | 957 | $505K |
| Chilton Investment Co. Inc. | 0.01% | No change | 955 | $504K |
| Ullmann Wealth Partners Group, LLC | 0.07% | New | 952 | $502K |
| Accretive Wealth Partners, LLC | 0.21% | Reduce -36.0% | 951 | $502K |
| Strategic Wealth Investment Group, LLC | 0.05% | Add +9.0% | 957 | $500K |
| Davidson Trust Co. | 0.26% | Reduce -5.6% | 947 | $500K |
| Key Financial Inc | 0.11% | No change | 942 | $497K |
| Cranbrook Wealth Management, LLC | 0.11% | No change | 941 | $497K |
| Atticus Wealth Management, LLC | 0.16% | Add +0.1% | 939 | $495K |
| Sterling Wealth Management, Inc. | 0.18% | Add +0.2% | 936 | $494K |
| Cape Investment Advisory, Inc. | 0.20% | Add +22.3% | 931 | $491K |
| Patten Group, Inc. | 0.11% | Add +5.8% | 931 | $491K |
| Ledyard National Bank | 0.04% | Reduce -4.8% | 931 | $491K |
| Kolinsky Wealth Management, LLC | 0.32% | Add +12.6% | 927 | $489K |
| Summit Investment Advisory Services, LLC | 0.26% | Add +6.8% | 927 | $489K |
| Private Capital Management, LLC | 0.05% | Reduce -2.1% | 925 | $488K |
| Eldridge Investment Advisors, Inc. | 0.11% | No change | 924 | $488K |
| Leeward Financial Partners, LLC | 0.18% | New | 924 | $487K |
| Nelson Capital Management, LLC | 0.08% | Add +60.0% | 923 | $487K |
| Atlas Private Wealth Advisors | 0.07% | Add +0.4% | 921 | $485K |
| GDS Wealth Management | 0.05% | Add +6.1% | 920 | $485K |
| D. Scott Neal, Inc. | 0.26% | No change | 917 | $485K |
| TKG Advisors, LLC | 0.24% | Reduce -64.9% | 920 | $485K |
| Forte Capital LLC | 0.05% | Reduce -6.1% | 919 | $485K |
| River Street Advisors LLC | 0.26% | Reduce -30.0% | 913 | $482K |
| Studio Investment Management LLC | 0.10% | Reduce -21.1% | 907 | $480K |
| TNF LLC | 0.17% | Add +5.4% | 901 | $480K |
| Westside Investment Management, Inc. | 0.10% | Reduce -0.7% | 906 | $479K |
| Oxinas Partners, LLC | 0.29% | Add +52.6% | 902 | $476K |
| Fortitude Family Office, LLC | 0.19% | Add +36.5% | 901 | $475K |
| Northcape Wealth Management, LLC | 0.16% | Add +28.6% | 900 | $475K |
| GFG Capital, LLC | 0.19% | Reduce -19.7% | 1,311 | $475K |
| Schmidt P J Investment Management Inc. | 0.08% | No change | 899 | $474K |
| Rollins Financial Advisors, LLC | 0.08% | Add +38.6% | 898 | $474K |
| Octavia Wealth Advisors, LLC | 0.06% | Add +7.7% | 895 | $474K |
| ROI Financial Advisors, LLC | 0.33% | Add +0.1% | 895 | $472K |
| Orion Capital Management LLC | 0.23% | Add +122.4% | 894 | $472K |
| Alta Wealth Advisors LLC | 0.21% | No change | 891 | $470K |
| Juncture Wealth Strategies, LLC | 0.18% | New | 890 | $470K |
| Cypress Capital, LLC | 0.12% | Add +0.3% | 887 | $468K |
| Joseph P. Lucia & Associates, LLC | 0.22% | No change | 886 | $468K |
| Foster Victor Wealth Advisors, LLC | 0.04% | Add +6.9% | 881 | $467K |
| Fayez Sarofim & Co | 0.00% | Reduce -4.6% | 884 | $466K |
| Stiles Financial Services Inc | 0.16% | No change | 883 | $466K |
| Broadleaf Partners, LLC | 0.11% | Add +0.3% | 880 | $464K |
| Stonebrook Private Inc. | 0.12% | New | 879 | $464K |
| Riversedge Advisors, LLC | 0.10% | Add +0.1% | 875 | $462K |
| Atlantic Private Wealth, LLC | 0.35% | No change | 869 | $459K |
| Taylor Financial Group, Inc. | 0.32% | No change | 867 | $458K |
| Burns Matteson Capital Management, LLC | 0.26% | Reduce -22.9% | 866 | $457K |
| New Capital Management LP | 0.13% | No change | 866 | $457K |
| Addison Capital Co | 0.18% | Reduce -2.0% | 865 | $456K |
| PCG Wealth Advisors, LLC | 0.18% | Add +0.3% | 865 | $456K |
| Pinkerton Wealth, LLC | 0.07% | Add +0.3% | 861 | $454K |
| Appleton Partners Inc. | 0.03% | Reduce -3.5% | 860 | $454K |
| Hamilton Capital, LLC | 0.03% | Add +24.6% | 867 | $453K |
| Moseley Investment Management Inc. | 0.18% | Add +3.1% | 858 | $452K |
| Blue Zone Wealth Advisors, LLC | 0.14% | Add +76.5% | 856 | $452K |
| American Capital Advisory, LLC | 0.26% | Add +191.8% | 855 | $451K |
| Aprio Wealth Management, LLC | 0.07% | Reduce -11.2% | 855 | $451K |
| Brown, Lisle/Cummings, Inc. | 0.14% | No change | 854 | $451K |
| Syntegra Private Wealth Group, LLC | 0.05% | No change | 851 | $449K |
| Accurate Wealth Management, LLC | 0.09% | Reduce -45.7% | 841 | $448K |
| IAG Wealth Partners, LLC | 0.08% | Reduce -30.0% | 848 | $447K |
| One Wealth Advisors, LLC | 0.07% | Reduce -11.8% | 844 | $447K |
| Pinnacle Wealth Planning Services, Inc. | 0.06% | New | 841 | $444K |
| Ayrshire Capital Management LLC | 0.21% | No change | 837 | $442K |
| Colony Family Offices, LLC | 0.14% | No change | 833 | $441K |
| Matisse Capital | 0.21% | Add +9.0% | 835 | $441K |
| Glassy Mountain Advisors, Inc. | 0.15% | No change | 834 | $440K |
| Advantage Trust Co | 0.30% | Add +0.2% | 831 | $438K |
| Napa Wealth Management | 0.21% | Add +0.8% | 830 | $438K |
| Fairview Capital Investment Management, LLC | 0.02% | Add +22.1% | 829 | $438K |
| Advisor Resource Council | 0.20% | New | 828 | $437K |
| American Planning Services, Inc. | 0.34% | No change | 824 | $435K |
| TCFG Wealth Management, LLC | 0.22% | — | 824 | $435K |
| High Note Wealth, LLC | 0.12% | Reduce -4.9% | 821 | $433K |
| Dogwood Wealth Management LLC | 0.25% | No change | 818 | $432K |
| Horizons Wealth Management | 0.33% | Reduce -1.8% | 816 | $431K |
| Family Asset Management, LLC | 0.26% | Reduce -7.2% | 813 | $429K |
| SWAN Capital LLC | 0.21% | No change | 812 | $428K |
| ODonnell Financial Services, LLC | 0.17% | Add +0.4% | 812 | $428K |
| GPS Wealth Strategies Group, LLC | 0.06% | Reduce -3.0% | 809 | $427K |
| Pacifica Partners Inc. | 0.18% | Reduce -18.4% | 807 | $426K |
| Capital Investment Services of America, Inc. | 0.04% | Add +5.1% | 805 | $425K |
| Kowal Investment Group, LLC | 0.08% | Add +0.3% | 803 | $424K |
| Dakota Community Bank & Trust NA | 2.11% | Add +14.3% | 798 | $421K |
| White Knight Strategic Wealth Advisors, LLC | 0.38% | Reduce -0.1% | 798 | $421K |
| Columbia Asset Management | 0.07% | No change | 793 | $419K |
| Kure Advisory, LLC | 0.37% | New | 792 | $418K |
| BWM Planning, LLC | 0.19% | — | 791 | $418K |
| Wolf Group Capital Advisors | 0.20% | Reduce -1.9% | 1,025 | $417K |
| Godsey & Gibb, Inc. | 0.04% | Reduce -50.1% | 791 | $417K |
| Whelan Financial | 0.17% | Reduce -4.9% | 789 | $416K |
| Pennsylvania Capital Management Inc. | 0.15% | Reduce -2.6% | 789 | $416K |
| Sargent Investment Group, LLC | 0.07% | Reduce -7.7% | 789 | $416K |
| Anchor Capital Advisors LLC | 0.01% | No change | 788 | $416K |
| Carson Advisory Inc. | 0.26% | Add +90.3% | 788 | $416K |
| Avalon Capital Management | 0.13% | No change | 787 | $415K |
| Meritage Portfolio Management | 0.03% | Add +0.5% | 787 | $415K |
| RFP Financial Group LLC | 0.14% | Reduce -20.1% | 785 | $414K |
| MPS Loria Financial Planners, LLC | 0.12% | No change | 784 | $414K |
| RVW Wealth, LLC | 0.04% | No change | 781 | $412K |
| Pegasus Asset Management, Inc. | 0.12% | No change | 781 | $412K |
| Wrenne Financial Planning LLC | 0.25% | Add +11.9% | 781 | $412K |
| Lifeworks Advisors, LLC | 0.08% | Add +5.4% | 779 | $411K |
| Adams Asset Advisors, LLC | 0.05% | Add +50.7% | 770 | $406K |
| Newport Capital Group, LLC | 0.30% | Add +24.8% | 769 | $406K |
| Guardian Wealth Advisors, LLC | 0.25% | Add +0.3% | 766 | $404K |
| Mullaney, Keating & Wright, Inc. | 0.28% | Add +8.7% | 765 | $404K |
| ABLE Financial Group, LLC | 0.12% | No change | 761 | $402K |
| Obsidian Personal Planning Solutions LLC | 0.21% | Add +22.7% | 768 | $401K |
| Convergence Financial, LLC | 0.09% | Add +5.0% | 758 | $400K |
| Exchange Bank | 0.33% | No change | 758 | $400K |
| Gilman Hill Asset Management, LLC | 0.07% | No change | 758 | $400K |
| Shepherd Financial Partners LLC | 0.05% | Add +4.8% | 757 | $399K |
| Hantz Financial Services, Inc. | 0.01% | Reduce -5.5% | 756 | $399K |
| Ceera Investments, LLC | 0.15% | Add +17.1% | 755 | $398K |
| Lebenthal Global Advisors, LLC | 0.08% | Add +7.4% | 755 | $398K |
| Weatherly Asset Management L. P. | 0.03% | No change | 751 | $398K |
| Sterling Investment Counsel, LLC | 0.14% | Reduce -2.2% | 753 | $397K |
| TrueWealth Advisors, LLC | 0.13% | Add +0.1% | 752 | $397K |
| Concorde Financial Corp | 0.23% | New | 749 | $396K |
| Cottage Street Advisors LLC | 0.22% | Add +0.4% | 750 | $396K |
| Catalina Capital Group, LLC | 0.13% | Add +29.6% | 749 | $395K |
| Cypress Financial Planning LLC | 0.15% | Reduce -0.4% | 744 | $393K |
| Strategic Financial Planning, Inc. | 0.26% | New | 742 | $392K |
| Alliance Wealth Management Group | 0.10% | Add +0.4% | 742 | $391K |
| Gables Capital Management Inc. | 0.20% | No change | 740 | $390K |
| Suncoast Equity Management | 0.04% | New | 739 | $390K |
| Ransom Advisory, Ltd | 0.18% | No change | 735 | $388K |
| Five Oceans Advisors | 0.19% | Add +0.3% | 735 | $388K |
| Windsor Advisory Group, LLC | 0.44% | Add +634.0% | 734 | $387K |
| Westover Capital Advisors, LLC | 0.07% | New | 734 | $387K |
| New Insight Wealth Advisors | 0.20% | Add +15.1% | 730 | $385K |
| Indie Asset Partners, LLC | 0.29% | Add +18.6% | 728 | $384K |
| Higgins & Schmidt Wealth Strategies LLC | 0.25% | No change | 728 | $384K |
| Exchange Capital Management, Inc. | 0.06% | Add +18.9% | 728 | $384K |
| Lwmg, LLC | 0.07% | Reduce -2.5% | 725 | $382K |
| Herold Advisors, Inc. | 0.08% | New | 714 | $377K |
| Meadow Creek Wealth Advisors LLC | 0.30% | No change | 713 | $376K |
| Paragon Advisors, LLC | 0.12% | Add +16.4% | 710 | $374K |
| Davidson Investment Advisors | 0.02% | Reduce -0.6% | 709 | $374K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.03% | No change | 707 | $373K |
| Opinicus Capital, Inc. | 0.30% | Add +0.4% | 706 | $373K |
| LGT Financial Advisors LLC | 0.91% | No change | 700 | $369K |
| Foster Group, Inc. | 0.01% | New | 700 | $369K |
| Empirical Asset Management, LLC | 0.13% | Add +0.3% | 697 | $368K |
| Bellwether Advisors, LLC | 0.07% | No change | 696 | $367K |
| Total Investment Management Inc. | 0.04% | Add +5.1% | 696 | $367K |
| LVM Capital Management Ltd. | 0.04% | No change | 733 | $366K |
| Dash Acquisitions Inc. | 0.09% | No change | 685 | $366K |
| Cim, LLC | 0.05% | Add +37.6% | 692 | $365K |
| McIlrath & Eck, LLC | 0.05% | No change | 692 | $365K |
| Semus Wealth Partners LLC | 0.26% | Add +1.0% | 691 | $365K |
| Adell Harriman & Carpenter Inc. | 0.03% | Reduce -1.7% | 688 | $363K |
| NovaPoint Capital, LLC | 0.11% | No change | 687 | $363K |
| Camelot Technology Advisors, Inc. | 0.32% | No change | 685 | $361K |
| Crown Wealth Group, LLC | 0.16% | No change | 684 | $361K |
| Exchange Traded Concepts, LLC | 0.01% | New | 683 | $360K |
| Kellett Wealth Advisors, LLC | 0.26% | Add +45.1% | 682 | $360K |
| Vawter Financial, Ltd. | 0.22% | Add +0.1% | 682 | $360K |
| Butensky & Cohen Financial Security, Inc. | 0.11% | Reduce -0.9% | 681 | $359K |
| Kimelman & Baird, LLC | 0.03% | No change | 679 | $358K |
| Bernzott Capital Advisors | 0.15% | Reduce -13.3% | 678 | $358K |
| Nabity-Jensen Investment Management Inc | 0.27% | Add +0.3% | 678 | $358K |
| Financial Advisory Partners, LLC | 0.12% | Reduce -3.1% | 678 | $358K |
| Nemes Rush Group LLC | 0.05% | Reduce -53.4% | 743 | $357K |
| Legacy Wealth Management, LLC | 0.02% | New | 677 | $357K |
| Silverlake Wealth Management LLC | 0.14% | Add +8.2% | 676 | $357K |
| Maxwell Wealth Strategies Inc. | 0.15% | No change | 672 | $356K |
| Shared Vision Wealth Group LLC | 0.19% | No change | 675 | $356K |
| Vaughan David Investments LLC | 0.01% | Add +0.1% | 674 | $356K |
| Loomis Sayles & Co. L P | 0.00% | Add +13400.0% | 675 | $356K |
| Inlet Private Wealth, LLC | 0.09% | No change | 674 | $356K |
| New Age Alpha Advisors, LLC | 0.22% | New | 672 | $355K |
| Schnieders Capital Management LLC | 0.07% | No change | 671 | $354K |
| Tandem Capital Management Corp. | 0.19% | Reduce -4.3% | 671 | $354K |
| Rodgers & Associates, LTD | 0.04% | Add +5.8% | 670 | $354K |
| Trinity Legacy Partners, LLC | 0.09% | Reduce -8.2% | 658 | $353K |
| Next Level Private LLC | 0.14% | Reduce -5.4% | 669 | $353K |
| Jentner Corp | 0.11% | Add +0.3% | 669 | $353K |
| Spinnaker Investment Group, LLC | 0.09% | New | 669 | $353K |
| Jmac Enterprises LLC | 0.06% | Add +1.4% | 668 | $352K |
| Sprinkle Financial Consultants LLC | 0.25% | Add +0.1% | 667 | $352K |
| City Center Advisors, LLC | 0.39% | Add +3.1% | 667 | $352K |
| MilWealth Group LLC | 0.10% | No change | 667 | $352K |
| Spirit of America Management Corp. | 0.07% | Reduce -5.7% | 663 | $350K |
| SWP Financial LLC | 0.21% | Reduce -1.5% | 663 | $350K |
| Bayshore Asset Management, LLC | 0.16% | Reduce -14.0% | 663 | $350K |
| Sound Stewardship, LLC | 0.20% | Reduce -4.1% | 662 | $349K |
| Arkansas Financial Group, Inc. | 0.06% | No change | 661 | $349K |
| Cadent Capital Advisors, LLC | 0.12% | Reduce -52.9% | 661 | $349K |
| Tucker Asset Management LLC | 0.08% | Add +0.5% | 660 | $348K |
| Bright Financial Advisors, Inc. | 0.22% | Reduce -3.9% | 659 | $348K |
| Cornerstone Wealth Advisors, Inc. | 0.10% | No change | 658 | $347K |
| Arq Wealth Advisors, LLC | 0.13% | No change | 668 | $346K |
| Hazlett, Burt & Watson, Inc. | 0.16% | No change | 654 | $346K |
| Measured Wealth Private Client Group, LLC | 0.11% | Reduce -26.2% | 650 | $343K |
| Whitegate Investment Counselors, Inc. | 0.09% | Add +1.6% | 649 | $342K |
| Caldwell Sutter Capital, Inc. | 0.16% | Reduce -16.6% | 643 | $339K |
| Blackhawk Capital Partners, LLC | 0.18% | New | 642 | $339K |
| Chaney Capital Management, Inc. | 0.19% | No change | 641 | $338K |
| Jackson Square Capital, LLC | 0.08% | Add +20.8% | 638 | $337K |
| Sloy Dahl & Holst, LLC | 0.06% | No change | 636 | $336K |
| Fagan Associates, Inc. | 0.06% | Add +0.2% | 636 | $335K |
| Burke & Herbert Bank & Trust Co. | 0.08% | Reduce -27.4% | 635 | $335K |
| Conservest Capital Advisors, Inc. | 0.03% | No change | 697 | $335K |
| Concord Wealth Partners | 0.06% | Add +21.5% | 634 | $335K |
| City Holding Co. | 0.05% | No change | 634 | $335K |
| WJ Wealth Management, LLC | 0.12% | New | 632 | $333K |
| Priebe Wealth Holdings LLC | 0.24% | No change | 629 | $332K |
| Baldwin Wealth Partners LLC | 0.02% | Add +154.9% | 627 | $331K |
| Lazari Capital Management, Inc. | 0.14% | Add +2.3% | 622 | $328K |
| SYM FINANCIAL Corp | 0.04% | Add +23.9% | 621 | $328K |
| Shoker Investment Counsel, Inc. | 0.11% | Reduce -8.8% | 618 | $326K |
| Piscataqua Savings Bank | 0.27% | No change | 613 | $323K |
| Paragon Capital Management Ltd | 0.06% | No change | 610 | $322K |
| Lafayette Investments, Inc. | 0.07% | Add +2.0% | 610 | $322K |
| WESPAC Advisors, LLC | 0.24% | Add +38.4% | 609 | $321K |
| Mattern Wealth Management LLC | 0.07% | Add +0.2% | 604 | $319K |
| Telos Capital Management, Inc. | 0.03% | Reduce -9.8% | 604 | $319K |
| Palo Alto Wealth Advisors, LLC | 0.13% | Add +0.2% | 594 | $319K |
| Taylor & Morgan Wealth Management, LLC | 0.21% | Reduce -5.8% | 603 | $318K |
| Heritage Wealth Partners, LLC | 0.37% | Add +1.5% | 603 | $318K |
| San Luis Wealth Advisors LLC | 0.07% | New | 603 | $318K |
| Merkkuri Wealth Advisors LLC | 0.25% | Add +3.4% | 601 | $317K |
| Benin Management CORP | 0.09% | Add +9.1% | 600 | $317K |
| Mach-1 Financial Group, LLC | 0.19% | No change | 599 | $316K |
| Central Valley Advisors, LLC | 0.18% | New | 598 | $316K |
| Palumbo Wealth Management LLC | 0.12% | Add +3.8% | 597 | $315K |
| Lincoln Capital LLC | 0.07% | Reduce -28.8% | 597 | $315K |
| Lunt Capital Management, Inc. | 0.15% | Reduce -0.2% | 595 | $314K |
| Global Trust Asset Management, LLC | 0.12% | Add +41.0% | 595 | $314K |
| Successful Portfolios LLC | 0.21% | Add +0.3% | 594 | $313K |
| Realta Investment Advisors | 0.14% | Reduce -84.6% | 582 | $313K |
| KRS Capital Management, LLC | 0.23% | Add +2.6% | 592 | $312K |
| Waterford Advisors, LLC | 0.16% | Reduce -0.7% | 592 | $312K |
| Encompass More Asset Management | 0.12% | New | 590 | $311K |
| Summit Wealth Partners, LLC | 0.06% | Add +0.2% | 589 | $311K |
| Ballew Advisors, Inc | 0.21% | Add +1.2% | 585 | $310K |
| Round Rock Advisors LLC | 0.07% | Reduce -9.2% | 586 | $309K |
| Mycio Wealth Partners, LLC | 0.07% | Add +0.5% | 586 | $309K |
| West Branch Capital LLC | 0.11% | Add +69.6% | 585 | $309K |
| Bright Futures Wealth Management, LLC. | 0.15% | New | 579 | $309K |
| Highview Capital Management LLC | 0.13% | No change | 585 | $309K |
| James J. Burns & Company, LLC | 0.06% | No change | 583 | $308K |
| Legacy Financial Group, Inc. | 0.10% | Add +45.4% | 586 | $306K |
| Garrison Point Advisors, LLC | 0.19% | No change | 579 | $306K |
| Resurgent Financial Advisors LLC | 0.18% | Reduce -0.5% | 576 | $304K |
| Brown Wealth Management, LLC | 0.11% | Add +38.5% | 576 | $304K |
| Westshore Wealth, LLC | 0.12% | Reduce -0.2% | 575 | $303K |
| Intrepid Financial Planning Group LLC | 0.13% | No change | 574 | $303K |
| KMG Fiduciary Partners, LLC | 0.03% | Reduce -0.5% | 573 | $302K |
| Connors Investor Services Inc. | 0.03% | No change | 572 | $302K |
| CCG Wealth Management, LLC | 0.17% | Reduce -5.0% | 570 | $301K |
| Intellectus Partners, LLC | 0.08% | Reduce -27.9% | 567 | $300K |
| Neumann Capital Management, LLC | 0.10% | Reduce -8.1% | 567 | $299K |
| M. Kulyk & Associates, LLC | 0.06% | Add +24.6% | 567 | $299K |
| Cyr Financial Inc. | 0.28% | No change | 565 | $298K |
| Rosenberg Matthew Hamilton | 0.08% | Add +27.0% | 565 | $298K |
| Roman Butler Fullerton & Co. | 0.09% | New | 559 | $298K |
| Patron Partners, LLC | 0.16% | Add +0.7% | 561 | $296K |
| Cable Hill Partners, LLC | 0.03% | Add +0.7% | 559 | $296K |
| Lockerman Financial Group, Inc. | 0.50% | Reduce -7.9% | 560 | $296K |
| Riggs Asset Managment Co. Inc. | 0.08% | Add +0.4% | 558 | $294K |
| Oceanside Advisors LLC | 0.22% | Add +36.6% | 556 | $293K |
| Walker Financial Services, Inc. | 0.20% | Add +0.2% | 556 | $293K |
| Accordant Advisory Group Inc | 0.33% | No change | 555 | $293K |
| Blume Capital Management, Inc. | 0.07% | No change | 552 | $291K |
| Symphony Financial Services, Inc. | 0.25% | New | 2,375 | $290K |
| Integris Wealth Management, LLC | 0.08% | Reduce -9.4% | 550 | $290K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | New | 550 | $290K |
| Ascentis Wealth Management, LLC | 0.11% | — | 550 | $290K |
| Vishria Bird Financial Group, LLC | 0.11% | New | 549 | $290K |
| Robinswood Financial LLC | 0.11% | Add +3.8% | 549 | $290K |
| Willner & Heller, LLC | 0.26% | Add +33.9% | 549 | $289K |
| Monumental Financial Group Inc. | 0.11% | New | 547 | $289K |
| Roof Eidam Maycock Peralta, LLC | 0.07% | No change | 546 | $288K |
| Carret Asset Management, LLC | 0.03% | No change | 546 | $288K |
| Evensky & Katz LLC | 0.02% | Add +5.4% | 545 | $288K |
| Droms Strauss Advisors Inc. /Mo/ | 0.10% | Add +0.2% | 545 | $288K |
| Midwest Financial Group LLC | 0.17% | Add +4.8% | 542 | $286K |
| Dagco, Inc. | 0.12% | Add +2.1% | 542 | $286K |
| McNamara Financial Services, Inc. | 0.06% | Reduce -0.4% | 542 | $286K |
| Gen-Wealth Partners Inc | 0.12% | Reduce -7.4% | 536 | $286K |
| JGP Wealth Management, LLC | 0.04% | Add +35.0% | 540 | $285K |
| Hummer Financial Advisory Services Inc | 0.22% | No change | 538 | $285K |
| IMS Capital Management | 0.13% | No change | 539 | $284K |
| Moller Wealth Partners | 0.07% | No change | 538 | $284K |
| Park Edge Advisors, LLC | 0.08% | No change | 535 | $282K |
| Private Capital Advisors, Inc. | 0.03% | No change | 535 | $282K |
| Legacy Capital Group California, Inc. | 0.09% | No change | 532 | $281K |
| Morse Asset Management, Inc | 0.06% | No change | 530 | $280K |
| Patton Fund Management, Inc. | 0.06% | No change | 530 | $280K |
| Emergent Wealth Advisors, LLC | 0.21% | Add +1.1% | 527 | $278K |
| Sweeney & Michel, LLC | 0.11% | Add +0.4% | 515 | $276K |
| Johnson Financial Group, LLC | 0.03% | New | 523 | $276K |
| Drake & Associates, LLC | 0.09% | New | 523 | $276K |
| Rogco, LP | 0.11% | No change | 522 | $275K |
| Unionview, LLC | 0.21% | Add +0.4% | 521 | $275K |
| Seaside Wealth Management, Inc. | 0.10% | No change | 521 | $275K |
| Ironwood Wealth Management, LLC. | 0.08% | No change | 518 | $273K |
| Novak & Powell Financial Services, Inc. | 0.16% | Add +0.8% | 517 | $273K |
| Westchester Capital Management, Inc. | 0.07% | Add +15.1% | 517 | $273K |
| Knights of Columbus Asset Advisors LLC | 0.02% | Add +36.4% | 517 | $273K |
| SC&H Financial Advisors, Inc. | 0.06% | Reduce -8.0% | 515 | $272K |
| Colonial River Investments, LLC | 0.13% | Add +17.1% | 513 | $271K |
| Seelaus Asset Management LLC | 0.25% | Reduce -1.7% | 512 | $270K |
| West Wealth Group, LLC | 0.09% | No change | 510 | $269K |
| Columbia Advisory Partners LLC | 0.25% | New | 509 | $269K |
| Meritas Wealth Management, LLC | 0.17% | No change | 509 | $269K |
| Hofer & Associates. Inc | 0.18% | No change | 508 | $268K |
| Joule Financial, LLC | 0.10% | Add +5.9% | 505 | $267K |
| Pinnacle Wealth Management Group, Inc. | 0.17% | No change | 506 | $267K |
| Vermillion & White Wealth Management Group, LLC | 0.20% | Reduce -24.5% | 506 | $267K |
| Twelve Points Wealth Management LLC | 0.08% | Reduce -30.3% | 505 | $267K |
| St Germain D J Co. Inc. | 0.01% | Add +44.4% | 504 | $266K |
| Access Financial Services, Inc. | 0.12% | Add +0.4% | 503 | $265K |
| Waycross Investment Management Co | 0.24% | No change | 503 | $265K |
| OMNI 360 Wealth, Inc. | 0.18% | No change | 502 | $265K |
| Security National Bank of Sioux City Iowa | 0.16% | Reduce -1.9% | 502 | $265K |
| Leading Edge Financial Planning LLC | 0.09% | New | 501 | $264K |
| Aviso Wealth Management | 0.14% | New | 500 | $264K |
| East Coast Asset Management, LLC. | 0.09% | No change | 500 | $264K |
| Vontobel Holding Ltd. | 0.00% | New | 500 | $264K |
| United Asset Strategies, Inc. | 0.02% | Add +1.0% | 496 | $262K |
| Insight 2811, Inc. | 0.13% | Reduce -5.4% | 490 | $259K |
| Fiduciary Alliance LLC | 0.03% | Add +9.6% | 490 | $258K |
| LWM Advisory Services, LLC | 0.19% | No change | 489 | $258K |
| Stolper Co | 0.08% | Reduce -2.6% | 489 | $258K |
| Union Savings Bank | 0.13% | Reduce -1.2% | 487 | $257K |
| ESL Trust Services, LLC | 0.06% | Add +10.7% | 486 | $256K |
| Graham Capital Wealth Management, LLC | 0.27% | Add +6.8% | 486 | $256K |
| Hemenway Trust Co LLC | 0.02% | New | 485 | $256K |
| West Coast Financial LLC | 0.03% | Reduce -29.2% | 484 | $255K |
| Laraway Financial Advisors Inc | 0.20% | Add +11.6% | 483 | $255K |
| Caitlin John, LLC | 0.16% | Add +3.6% | 461 | $253K |
| Redwood Wealth Management Group, LLC | 0.13% | Add +858.0% | 479 | $253K |
| Tanglewood Legacy Advisors, LLC | 0.11% | No change | 478 | $252K |
| Smith & Howard Wealth Management, LLC | 0.07% | No change | 477 | $252K |
| Prestige Wealth Management Group LLC | 0.05% | Add +1.3% | 474 | $251K |
| Lantern Wealth Advisors, LLC | 0.17% | Add +0.2% | 474 | $250K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 473 | $250K |
| Washington Trust Bank | 0.02% | New | 470 | $248K |
| Moser Wealth Advisors, LLC | 0.13% | Reduce -13.6% | 465 | $245K |
| M. Kraus & Co | 0.07% | Reduce -11.4% | 465 | $245K |
| Stevens Capital Partners | 0.12% | New | 465 | $245K |
| Samalin Investment Counsel, LLC | 0.11% | Reduce -11.9% | 464 | $245K |
| O'ROURKE & COMPANY, Inc | 0.12% | Reduce -4.7% | 463 | $244K |
| Tiemann Investment Advisors, LLC | 0.10% | No change | 461 | $243K |
| Hobart Private Capital, LLC | 0.06% | New | 461 | $243K |
| L. Roy Papp & Associates, LLP | 0.03% | Add +4.5% | 461 | $243K |
| Planning Center, Inc. | 0.03% | Add +11.6% | 461 | $243K |
| QCM Cayman, Ltd. | 6.68% | Reduce -1.1% | 460 | $243K |
| Riverstone Advisors, LLC | 0.14% | No change | 460 | $243K |
| Centennial Wealth Advisory LLC | 0.09% | Reduce -1.1% | 460 | $243K |
| American Financial Advisors, LLC | 0.03% | Add +1.6% | 459 | $242K |
| Cornerstone Enterprises, LLC | 0.15% | No change | 458 | $242K |
| Goepper Burkhardt LLC | 0.10% | No change | 457 | $241K |
| NDWM LLC | 0.20% | No change | 453 | $239K |
| Banque Cantonale Vaudoise | 0.01% | Add +28.0% | 453 | $239K |
| Windsor Capital Management, LLC | 0.07% | No change | 452 | $239K |
| Marino, Stram & Associates LLC | 0.05% | Reduce -4.0% | 452 | $238K |
| Manchester Financial Inc. | 0.05% | Add +2.0% | 451 | $238K |
| Hobbs Group Advisors, LLC | 0.09% | New | 451 | $238K |
| All Season Financial Advisors, Inc. | 0.20% | Reduce -2.4% | 451 | $238K |
| Hilltop Wealth Advisors, LLC | 0.11% | Add +0.5% | 451 | $238K |
| Triune Financial Partners, LLC | 0.07% | Reduce -27.2% | 450 | $237K |
| Tenret Co LLC | 0.15% | No change | 449 | $237K |
| Avalon Trust Co | 0.02% | No change | 445 | $235K |
| Boulder Wealth Advisors, LLC | 0.13% | No change | 445 | $235K |
| Corrado Advisors, LLC | 0.15% | Add +5.2% | 444 | $234K |
| Fluent Financial, LLC | 0.11% | No change | 438 | $231K |
| Duncan Williams Asset Management, LLC | 0.13% | New | 437 | $231K |
| Chronos Wealth Management, LLC | 0.12% | Reduce -9.7% | 437 | $231K |
| Seven Post Investment Office LP | 0.03% | Add +1.2% | 437 | $231K |
| Financial Guidance Group, Inc. | 0.13% | Reduce -2.3% | 434 | $229K |
| Ballast, Inc. | 0.07% | Add +1.9% | 434 | $229K |
| Carlson Capital Management | 0.01% | Reduce -15.4% | 434 | $229K |
| Fulton Breakefield Broenniman LLC | 0.02% | Reduce -34.3% | 432 | $228K |
| Etfidea, LLC | 0.07% | Reduce -10.0% | 432 | $228K |
| Delta Asset Management LLC | 0.02% | Add +2.4% | 432 | $228K |
| Atalanta Sosnoff Capital, LLC | 0.00% | No change | 430 | $227K |
| Norris Perne & French LLP | 0.02% | New | 430 | $227K |
| Atlas Brown,Inc. | 0.08% | No change | 429 | $226K |
| Silver Oak Advisory Group, Inc. | 0.12% | New | 428 | $226K |
| Tobias Financial Advisors, Inc. | 0.05% | Reduce -0.7% | 428 | $226K |
| Bridge Advisory, LLC | 0.11% | Add +0.2% | 427 | $225K |
| Orleans Capital Management Corp. | 0.13% | No change | 425 | $224K |
| Summit Financial Wealth Advisors, LLC | 0.04% | Reduce -0.7% | 424 | $224K |
| Brown Miller Wealth Management, LLC | 0.09% | Reduce -10.4% | 423 | $223K |
| Borer Denton & Associates, Inc. | 0.08% | New | 423 | $223K |
| Archvest Wealth Advisors, Inc. | 0.14% | Reduce -31.2% | 422 | $223K |
| Paces Ferry Wealth Advisors, LLC | 0.13% | No change | 422 | $223K |
| Aire Advisors, LLC | 0.05% | Add +2.7% | 421 | $223K |
| Stewardship Advisors, LLC | 0.06% | Reduce -6.2% | 421 | $222K |
| Greater Midwest Financial Group, LLC | 0.13% | Reduce -14.6% | 420 | $222K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.04% | Reduce -14.1% | 419 | $221K |
| Capital Insight Partners, LLC | 0.04% | Reduce -1.4% | 418 | $221K |
| Callahan Advisors, LLC | 0.02% | Add +0.2% | 418 | $220K |
| Wilson & Boucher Capital Management, LLC | 0.15% | New | 418 | $220K |
| Regatta Capital Group, LLC | 0.04% | New | 417 | $220K |
| SeaBridge Investment Advisors LLC | 0.05% | No change | 415 | $219K |
| Orange Investment Advisors, Inc. | 0.02% | Reduce -15.7% | 415 | $219K |
| Avaii Wealth Management, LLC | 0.11% | No change | 414 | $218K |
| Gratus Wealth Advisors, LLC | 0.04% | New | 418 | $218K |
| Redmond Asset Management, LLC | 0.07% | Reduce -0.2% | 413 | $218K |
| Cutler Investment Counsel LLC | 0.03% | No change | 411 | $218K |
| Objective Capital Management, LLC | 0.13% | — | 412 | $217K |
| ARK & TLK Investments, LLC | 0.08% | New | 411 | $217K |
| Flagship Private Wealth, LLC | 0.11% | New | 411 | $217K |
| Keeley-Teton Advisors, LLC | 0.02% | No change | 410 | $216K |
| S&co Inc. | 0.01% | Reduce -22.6% | 410 | $216K |
| Penney Financial, LLC | 0.15% | New | 409 | $216K |
| Grassi Investment Management | 0.02% | Add +0.3% | 407 | $215K |
| Strategic Equity Management | 0.10% | New | 407 | $215K |
| Abacus Wealth Partners, LLC | 0.03% | New | 405 | $214K |
| Seneca Financial Advisors LLC | 0.10% | No change | 403 | $213K |
| Catalyst Financial Partners LLC | 0.04% | New | 402 | $212K |
| Wells Financial Advisors INC | 0.29% | No change | 400 | $212K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.05% | Reduce -0.3% | 401 | $212K |
| SevenBridge Financial Group, LLC | 0.04% | Reduce -12.5% | 384 | $211K |
| General Partner, Inc. | 0.13% | No change | 400 | $211K |
| Community Trust & Investment Co. | 0.01% | New | 400 | $211K |
| Mayfair Advisory Group, LLC | 0.13% | No change | 399 | $210K |
| Cascade Wealth Advisors, Inc | 0.15% | New | 398 | $210K |
| Birchcreek Wealth Management, LLC | 0.14% | Reduce -1.2% | 398 | $210K |
| Rockline Wealth Management, LLC | 0.06% | New | 398 | $210K |
| Lee Danner & Bass Inc. | 0.01% | New | 398 | $210K |
| Providence Capital Advisors, LLC | 0.04% | Add +2.1% | 396 | $209K |
| Kraft, Davis & Associates, LLC | 0.06% | New | 398 | $209K |
| DDD Partners, LLC | 0.02% | New | 396 | $209K |
| Voisard Asset Management Group, Inc. | 0.09% | Add +2533.3% | 395 | $208K |
| Twin Capital Management Inc. | 0.02% | New | 395 | $208K |
| Seneca House Advisors | 0.09% | New | 394 | $208K |
| David J Yvars Group | 0.13% | New | 394 | $208K |
| Silver Coast Investments LLC | 0.08% | New | 393 | $207K |
| Beacon Investment Advisory Services, Inc. | 0.01% | New | 392 | $207K |
| Powell Investment Advisors, LLC | 0.10% | Add +0.3% | 388 | $206K |
| Prentice Wealth Management LLC | 0.06% | New | 389 | $205K |
| Grant Street Asset Management, Inc. | 0.06% | New | 389 | $205K |
| Ellenbecker Investment Group | 0.04% | New | 388 | $205K |
| American National Bank & Trust | 0.02% | Add +8.4% | 387 | $204K |
| Insight Inv LLC | 0.17% | No change | 385 | $204K |
| Oxford Wealth Group, LLC | 0.17% | New | 386 | $204K |
| Westwind Capital | 0.05% | Reduce -96.4% | 385 | $203K |
| WPWealth LLP | 0.04% | New | 383 | $202K |
| Magnolia Capital Advisors LLC | 0.10% | New | 382 | $202K |
| Pacific Capital Wealth Advisors, Inc. | 0.03% | Add +11.4% | 380 | $201K |
| Versant Capital Management, Inc | 0.04% | Add +27.9% | 371 | $196K |
| Northwest Financial Advisors | 0.15% | New | 368 | $194K |
| Sugarloaf Wealth Management, LLC | 0.03% | Add +8.4% | 347 | $183K |
| Pin Oak Investment Advisors Inc. | 0.17% | New | 346 | $182K |
| Transcendent Capital Group LLC | 0.09% | Add +40.5% | 340 | $179K |
| IFS Advisors, LLC | 0.13% | Reduce -3.0% | 320 | $169K |
| Trust Co | 0.02% | No change | 320 | $169K |
| Peterson Financial Group, Inc. | 0.65% | New | 318 | $168K |
| Deane Retirement Strategies, Inc. | 0.08% | Reduce -5.6% | 303 | $160K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 301 | $159K |
| Arcadia Investment Management Corp. | 0.03% | No change | 301 | $159K |
| Optimum Investment Advisors | 0.07% | Add +15.7% | 295 | $156K |
| Breakwater Investment Management | 0.06% | No change | 292 | $154K |
| Elgethun Capital Management | 0.04% | Add +0.3% | 283 | $149K |
| Keener Financial Planning LLC | 0.10% | No change | 284 | $149K |
| Stuart Chaussee & Associates, Inc. | 0.04% | No change | 281 | $148K |
| WFA Asset Management Corp | 0.08% | Add +3.0% | 277 | $146K |
| Copley Financial Group, Inc. | 0.13% | — | 274 | $145K |
| Icon Wealth Advisors, LLC | 0.01% | New | 273 | $144K |
| Field & Main Bank | 0.05% | No change | 270 | $142K |
| Financial Gravity Companies, Inc. | 0.04% | — | 269 | $142K |
| Clarity Asset Management, Inc. | 0.10% | Add +0.4% | 265 | $140K |
| AllSquare Wealth Management LLC | 0.08% | No change | 256 | $135K |
| Private Wealth Management Group, LLC | 0.05% | Reduce -44.2% | 254 | $134K |
| Nvwm, LLC | 0.03% | No change | 251 | $132K |
| Grayhawk Investment Strategies Inc. | 0.21% | No change | 250 | $132K |
| Spectrum Wealth Counsel, LLC | 0.02% | No change | 245 | $129K |
| Rowlandmiller & Partners.adv | 0.03% | No change | 235 | $124K |
| EMC Capital Management | 0.08% | Reduce -91.4% | 5,598 | $124K |
| Jackson Hole Capital Partners, LLC | 0.03% | No change | 230 | $121K |
| Winch Advisory Services, LLC | 0.03% | Add +1808.3% | 229 | $121K |
| Chelsea Counsel Co. | 0.06% | No change | 228 | $121K |
| Burkett Financial Services, LLC | 0.05% | Add +3.2% | 227 | $120K |
| RE Dickinson Investment Advisors, LLC | 0.07% | Add +216.9% | 225 | $119K |
| Joseph Group Capital Management | 0.04% | Add +31.9% | 219 | $116K |
| REAP Financial Group, LLC | 0.03% | No change | 218 | $115K |
| PFS Partners, LLC | 0.06% | Reduce -0.9% | 212 | $112K |
| FSA Wealth Management LLC | 0.04% | — | 211 | $111K |
| Game Plan Financial Advisors, LLC | 0.06% | Reduce -3.4% | 199 | $105K |
| Gold Investment Management Ltd. | 0.04% | No change | 199 | $105K |
| Blue Chip Partners, LLC | 0.01% | Reduce -11.3% | 197 | $104K |
| Horizon Financial Services, LLC | 0.06% | No change | 187 | $99K |
| Oakworth Capital, Inc. | 0.01% | Reduce -12.7% | 185 | $98K |
| Capital Investment Counsel, Inc | 0.01% | Reduce -41.9% | 180 | $95K |
| Northwest Investment Counselors, LLC | 0.02% | New | 174 | $92K |
| Davis Capital Management | 0.07% | Reduce -35.2% | 173 | $91K |
| TruNorth Capital Management, LLC | 0.03% | Reduce -14.8% | 173 | $91K |
| Bank & Trust Co | 0.07% | No change | 172 | $91K |
| Planned Solutions, Inc. | 0.04% | New | 170 | $90K |
| Chesapeake Asset Management LLC | 0.08% | Add +107.4% | 168 | $89K |
| CNB Bank | 0.04% | No change | 164 | $87K |
| Goodman Advisory Group, LLC | 0.02% | No change | 159 | $84K |
| Woodard & Co. Asset Management Group Inc. | 0.02% | Reduce -1.9% | 152 | $80K |
| Legacy Investment Solutions, LLC | 0.05% | — | 146 | $80K |
| Legacy Wealth Managment, LLC | 0.05% | — | 146 | $80K |
| CGC Financial Services, LLC | 0.03% | Add +49.5% | 151 | $80K |
| Acima Private Wealth, LLC | 0.03% | No change | 150 | $79K |
| CarsonAllaria Wealth Management, Ltd. | 0.05% | No change | 149 | $79K |
| Frazier Financial Advisors, LLC | 0.06% | Reduce -5.3% | 144 | $76K |
| Truvestments Capital LLC | 0.02% | New | 142 | $75K |
| Register Financial Advisors LLC | 0.04% | Add +0.7% | 140 | $74K |
| West Oak Capital, LLC | 0.04% | Add +0.7% | 137 | $72K |
| PFC Capital Group, Inc. | 0.03% | No change | 136 | $71K |
| Element Wealth, LLC | 0.04% | Reduce -9.5% | 134 | $71K |
| Lummis Asset Management, LP | 0.08% | Add +850.0% | 133 | $70K |
| Financial Network Wealth Advisors LLC | 0.06% | Add +84.3% | 129 | $68K |
| Founders Capital Management | 0.04% | Reduce -17.4% | 128 | $68K |
| Bellevue Asset Management, LLC | 0.03% | No change | 127 | $67K |
| Mechanics Financial Corp | 0.03% | No change | 126 | $66K |
| Gilliland Jeter Wealth Management LLC | 0.02% | No change | 124 | $65K |
| WR Wealth Planners, LLC | 0.02% | Reduce -60.6% | 124 | $65K |
| Painted Porch Advisors LLC | 0.03% | No change | 123 | $65K |
| Punch & Associates Investment Management, Inc. | 0.00% | Reduce -83.1% | 123 | $65K |
| Cyrus J. Lawrence, LLC | 0.01% | New | 122 | $64K |
| Elevation Wealth Partners, LLC | 0.03% | Add +15.5% | 119 | $63K |
| Criterion Capital Advisors, LLC | 0.04% | No change | 121 | $61K |
| Costello Asset Management, INC | 0.04% | No change | 111 | $59K |
| Stone House Investment Management, LLC | 0.01% | New | 111 | $59K |
| Kings Path Partners LLC | 0.02% | New | 105 | $55K |
| Morris Financial Concepts, Inc. | 0.02% | New | 104 | $55K |
| Mendota Financial Group, LLC | 0.03% | New | 100 | $53K |
| Provident Wealth Management, LLC | 0.02% | No change | 99 | $52K |
| Kennebec Savings Bank | 0.05% | — | 97 | $51K |
| Aspire Private Capital, LLC | 0.01% | No change | 97 | $51K |
| Urban Financial Advisory Corp | 0.03% | New | 96 | $51K |
| Creekmur Asset Management LLC | 0.01% | No change | 92 | $49K |
| Investors Research Corp | 0.01% | No change | 89 | $47K |
| Eukles Asset Management | 0.02% | No change | 87 | $46K |
| Fourpath Capital Management, LLC | 0.01% | New | 87 | $46K |
| Aberdeen Wealth Management LLC | 0.03% | No change | 85 | $45K |
| EPG Wealth Management LLC | 0.01% | Add +0.0% | 84 | $44K |
| Zeit Capital LLC | 0.03% | No change | 80 | $42K |
| Garland Capital Management Inc. | 0.03% | No change | 72 | $38K |
| Marquette Asset Management, LLC | 0.01% | New | 69 | $36K |
| Motco | 0.00% | No change | 68 | $36K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.06% | Reduce -78.6% | 66 | $35K |
| Matrix Private Capital Group LLC | 0.02% | No change | 61 | $32K |
| Atwood & Palmer Inc. | 0.00% | No change | 61 | $32K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 57 | $30K |
| SIMA Wealth Partners, LLC | 0.03% | Add +1.9% | 55 | $29K |
| Elevate Wealth Advisory, Inc. | 0.02% | No change | 49 | $26K |
| Macroview Investment Management LLC | 0.03% | Add +28.9% | 49 | $26K |
| Aspect Partners, LLC | 0.01% | No change | 48 | $25K |
| Bull Oak Capital, LLC | 0.01% | Reduce -18.9% | 43 | $22K |
| Compass Wealth Management LLC | 0.01% | Reduce -59.2% | 40 | $21K |
| Thompson Investment Management, Inc. | 0.00% | No change | 38 | $20K |
| SouthState Bank Corp | 0.00% | No change | 38 | $20K |
| Horrell Capital Management, Inc. | 0.01% | No change | 38 | $20K |
| Milestone Investment Advisors LLC | 0.01% | No change | 37 | $20K |
| Raleigh Capital Management Inc. | 0.01% | No change | 36 | $19K |
| Knuff & Co LLC | 0.01% | New | 34 | $18K |
| 1620 Investment Advisors, Inc. | 0.01% | New | 31 | $16K |
| Accent Capital Management, LLC | 0.01% | No change | 30 | $16K |
| Delos Wealth Advisors, LLC | 0.01% | No change | 30 | $16K |
| Bare Financial Services, Inc | 0.01% | No change | 28 | $15K |
| Centerpoint Advisors, LLC | 0.00% | Add +44.4% | 26 | $14K |
| Contravisory Investment Management, Inc. | 0.00% | Add +225.0% | 26 | $14K |
| Maryland Capital Advisors Inc. | 0.01% | Add +127.3% | 25 | $13K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | New | 25 | $13K |
| Kozak & Associates, Inc. | 0.00% | No change | 23 | $12K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -81.2% | 23 | $12K |
| SJS Investment Consulting Inc. | 0.00% | Add +185.7% | 20 | $11K |
| University of Texas/Texas Am Investment Management Co. | 0.00% | New | 20 | $11K |
| Asset Management One Co., Ltd. | 0.00% | New | 20 | $11K |
| Arvest Investments, Inc. | 0.00% | New | 18 | $9K |
| AlphaMark Advisors, LLC | 0.00% | Reduce -68.4% | 18 | $9K |
| Valued Wealth Advisors LLC | 0.01% | No change | 17 | $9K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 17 | $9K |
| Uncommon Cents Investing LLC | 0.00% | New | 15 | $8K |
| Sound Financial Strategies Group, LLC | 0.01% | No change | 13 | $7K |
| Syntax Research, Inc. | 0.00% | New | 13 | $7K |
| Rice Partnership, LLC | 0.00% | No change | 12 | $6K |
| Fairfield Financial Advisors, LTD | 0.00% | Add +22.2% | 11 | $6K |
| ZynergyRetirementPlanningLLC | 0.00% | No change | 10 | $5K |
| MGB Wealth Management, LLC | 0.00% | No change | 10 | $5K |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 8 | $4K |
| Claris Advisors, LLC / Mo / | 0.00% | New | 7 | $4K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 6 | $3K |
| Robbins Farley | 0.00% | Reduce -50.0% | 6 | $3K |
| Gould Capital, LLC | 0.00% | No change | 6 | $3K |
| Perritt Capital Management Inc | 0.00% | New | 5 | $3K |
| Westend Capital Management, LLC | 0.00% | No change | 5 | $3K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -96.1% | 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 |
| Pflug Koory, LLC | 0.00% | — | 3 | $2K |
| PSI Advisors, LLC | 0.00% | New | 3 | $2K |
| Redmont Wealth Advisors LLC | 0.00% | No change | 2 | $1K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 2 | $1K |
| Flaharty Asset Management, LLC | 0.00% | New | 2 | $1K |
| Front Row Advisors LLC | 0.00% | New | 1 | $529 |
| PFG Private Wealth Management, LLC | 0.00% | Reduce -95.0% | 1 | $528 |
| Values First Advisors, Inc. | 0.00% | New | 1 | $528 |
| Wellington Shields & Co., LLC | 0.00% | No change | 1 | $528 |
| Earned Wealth Advisors, LLC | 0.00% | New | 1 | $528 |
| NewSquare Capital LLC | 0.00% | No change | 1 | $459 |
"% 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.